机构和基金投资人持股 - 买家
在摩根士丹利中开设新头寸的主要持有者包括 VIG - 先锋股息增值指数基金 ETF 股票, 德克萨斯州金斯顿资本合伙有限公司, Capitolis Liquid 全球市场有限责任公司, 布雷文·霍华德资本管理有限责任公司, QALGX - 联邦 MDT 大盘成长基金 A 类股票, 弗里斯通格罗夫合伙公司, PVFYX - 胜利先锋核心股票基金Y类, PCEQX - 胜利先锋股票收益基金C类, Glenmede投资管理有限公司, 中西部信托公司, QAACX - Federated MDT All Cap 核心基金 A 类股票, GCGIX - 高盛大盘成长洞察基金机构, Gw Henssler & Associates 有限公司, 贝克大道资产管理有限合伙人, 瑞穗证券美国有限公司, Sig 经纪公司, FJ资本管理有限公司, 战略规划集团有限责任公司, 石灰石投资顾问有限公司, 和 石灰石投资顾问有限公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 531 | 75 | ||||||
| 2025-08-26 | NP | FLUD - 富兰克林自由超短债券 ETF 自由超短债券 ETF | 100 | 0.00 | ||||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 1,943 | 274 | ||||||
| 2025-08-05 | 13F | X-Square 资本有限责任公司 | 4,065 | 0.02 | 1 | |||||
| 2025-08-14 | 13F | 山谷金融集团公司 | 1,562 | 220 | ||||||
| 2025-06-25 | NP | FSIG - First Trust 有限期限投资级企业 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 | 3,245 | 0.06 | ||||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 2,982 | 20.97 | 420 | 46.34 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 121,686 | 25.31 | 17,141 | 51.29 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 175 | 0.57 | 25 | 20.00 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 1,649 | 232 | ||||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 47,000 | 9.05 | 6,620 | 31.66 | ||||
| 2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 9,367 | 1,081 | ||||||
| 2025-08-15 | 13F | 公平控股公司 | 31,442 | 8.87 | 4,429 | 31.43 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 248 | 35 | ||||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 1,707 | 240 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Barrow Hanley 股息聚焦副总裁初始 | 113,430 | 27.24 | 15,978 | 53.63 | ||||
| 2025-07-31 | 13F | 国民西敏寺集团有限公司 | 50,326 | 0.18 | 7,089 | 20.96 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 10,430 | 1,469 | ||||||
| 2025-08-11 | 13F | LSV资产管理 | 12,080 | 3.28 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 237,435 | 4.90 | 33,445 | 26.66 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 1,574 | 222 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 236,500 | 5.58 | 33,313 | 27.47 | |||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 2,317,323 | 7.62 | 326,418 | 29.93 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 199 | 41.13 | 0 | |||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 3,867,159 | 0.31 | 544,651 | 21.41 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 18,150 | 257.92 | 2,557 | 332.49 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 3,393 | 1.19 | 396 | -6.18 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 1,581 | 223 | ||||||
| 2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 2,210 | 0.14 | 311 | 21.01 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 39,407 | 0.13 | 5,551 | 20.89 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 831,580 | 0.67 | 117,136 | 21.55 | ||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 35,171 | 27.39 | 4,103 | 59.40 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 9,623,305 | 18.12 | 1,355,537 | 42.61 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 4,411 | 32.18 | 621 | 59.64 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 3,777 | 4.25 | 532 | 26.07 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 7,738 | 1,090 | ||||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 14 | 2 | ||||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 245,883 | 12.10 | 35 | 36.00 | ||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 2,391 | 5.52 | 337 | 27.27 | ||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 2,146 | 10.11 | 306 | 41.86 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 790,806 | 3.63 | 111,392 | 25.12 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,898 | 267 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 911 | 28.13 | 128 | 56.10 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 607,866 | 21.74 | 85,624 | 46.98 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 12,752 | 1.41 | 1,796 | 22.43 | ||||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 34 | 9.68 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | 卡雷拉资本顾问公司 | 1,471 | 207 | ||||||
| 2025-08-07 | 13F | 西北银行股份公司 | 35,323 | 0.70 | 4,976 | 21.58 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 130,757 | 594.59 | 18,418 | 738.71 | ||||
| 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 | 305,639 | 1.23 | 35,277 | -15.59 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -470 | 20.88 | ||||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 4,134 | 1.05 | 582 | 22.01 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 5,000 | 704 | |||||
| 2025-08-14 | 13F | 弗里施金融集团公司 | 3,764 | 0.64 | 1 | |||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 68,546 | 9.69 | 9,655 | 32.44 | ||||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,740 | 201 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 23,567 | 3,320 | ||||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 2,647 | 19.83 | 394 | 45.02 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 20,794 | 7.00 | 2,929 | 29.20 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 15,255 | 62.17 | 1,780 | 50.51 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 85,141 | 4.01 | 11,993 | 25.58 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 23,127 | 0.01 | 3 | 50.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 51,015 | 7.48 | 7,186 | 29.76 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 2,685 | 7.92 | 378 | 30.34 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,954 | 61.45 | 3,611 | 49.83 | ||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 102,000 | 7.37 | 14,368 | 29.63 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 5,632 | 64.20 | 721 | 64.24 | ||||
| 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 | 346,441 | 2.53 | 44,355 | -1.39 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 1,452 | 205 | ||||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 40,168 | 0.25 | 5 | -20.00 | ||||
| 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 | 128,500 | 5.85 | 14,831 | -11.75 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 4,380 | 617 | ||||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 4,432 | 2.36 | 624 | |||||
| 2025-07-14 | 13F | 矩阵信托公司 | 16,242 | 1.86 | 2 | 100.00 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 15,156 | 0.08 | 2,135 | 20.84 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 42,627 | 0.01 | 6,004 | 20.76 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 54,453 | 75.81 | 6,972 | 69.12 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 654,400 | 2.67 | 92,179 | 23.95 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 1,833 | 8.53 | 214 | 0.47 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 9,373 | 2.38 | 1,320 | 23.60 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 18,305 | 4.30 | 2,578 | 25.94 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 11,131 | 31.06 | 1,568 | 58.28 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 7,577 | 2.14 | 1,067 | 23.35 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 1,774 | 439.21 | 250 | 555.26 | ||||
| 2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 2,901 | 10.30 | 409 | 33.33 | ||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 916,809 | 184.92 | 129,142 | 244.00 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 17,185 | 0.33 | 2,421 | 21.12 | ||||
| 2025-08-13 | 13F | 直径资本有限合伙人 | 2,449 | 345 | ||||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 25,124 | 9.32 | 3,539 | 31.97 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,507 | 212 | ||||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 146 | 0.69 | 17 | -5.56 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 212 | 6.53 | 30 | 26.09 | ||||
| 2025-08-05 | 13F | 沃什伯恩资本管理公司 | 5,496 | 0.11 | 774 | 20.94 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 47 | 7 | ||||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 167 | 15.97 | 21 | 10.53 | ||||
| 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 | 1,233,215 | 3.51 | 142,338 | -13.69 | ||||
| 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 | 4,002 | 16.03 | 462 | -3.35 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 154,906 | 0.11 | 22 | 16.67 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 39,108 | 2.92 | 5,509 | 24.25 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 6,081 | 18.42 | 1 | |||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 7,463 | 4.32 | 955 | 0.32 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 38,692,175 | 1.24 | 5,450,180 | 22.23 | ||||
| 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 | 35,695 | 4.08 | 4,120 | -13.23 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 1,461 | 206 | ||||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 625,655 | 0.91 | 80,103 | -2.94 | ||||
| 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 | 1,242,119 | 2.60 | 159,028 | -1.31 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 71 | 5.97 | 10 | 42.86 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 1,261,942 | 1.61 | 177,757 | 22.67 | ||||
| 2025-07-25 | NP | MFSV-MFS主动价值ETF | 8,796 | 16.94 | 1,126 | 12.49 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 1,597 | 225 | ||||||
| 2025-07-30 | NP | OHFGX - Oak Harvest 多头/空头对冲股票基金 - 机构股 | 19,500 | 41.82 | 2,497 | 36.39 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 29,680 | 0.15 | 4,181 | 20.91 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 18,564 | 1,857 | 223.34 | |||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 16,148 | 90.87 | 2,378 | 141.91 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 3,198 | 450 | ||||||
| 2025-07-25 | 13F | 杰纳西资本顾问有限公司 | 8,211 | 1.50 | 1,157 | 22.59 | ||||
| 2025-07-21 | 13F | 金融委员会资产管理公司 | 1,543 | 217 | ||||||
| 2025-06-27 | NP | PMYRX - 胜利先锋股票溢价收益基金 Y 类 | 16,258 | 1,876 | ||||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 5,911 | 11.21 | 833 | 34.19 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 140 | 4.48 | 18 | 0.00 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 92 | 11 | ||||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 446 | 24.58 | 63 | 51.22 | ||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 650 | 225.00 | 0 | |||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 267 | 38 | ||||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 102,569 | 0.17 | 14,448 | 20.94 | ||||
| 2025-07-16 | 13F | AD Beadell 投资顾问有限公司 | 15,746 | 2.14 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 37,613 | 21.92 | 5,298 | 36.62 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 273 | 38 | ||||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 912,282 | 0.39 | 127,701 | 23.25 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 409,071 | 92.74 | 57,648 | 132.57 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 91,110 | 28.45 | 12,834 | 55.08 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 4,500 | 11.86 | 634 | 34.97 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 2,448 | 3.51 | 345 | 23.30 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 698 | 453.97 | 89 | 456.25 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -622 | -88 | |||||
| 2025-04-01 | NP | TMSRX - T. Rowe Price 多策略总回报基金 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 | 2,783 | 1,298.49 | 385 | 2,038.89 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 102,962 | 26.25 | 14,503 | 52.42 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 671,868 | 10.51 | 86,019 | 6.29 | ||||
| 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 | 163,487 | 15.90 | 20,931 | 11.48 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 19,712 | 15.63 | 2,777 | 39.64 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 44,949 | 46.22 | 6,331 | 63.85 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 39,945 | 4.05 | 5,627 | 25.64 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 1,362 | 194.81 | 174 | 185.25 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 12,943 | 888.77 | 1,823 | 1,099.34 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 2,983 | 5.41 | 429 | 35.44 | ||||
| 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 | 121,000 | 2.02 | 13,966 | -14.94 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 367,797 | 0.88 | 42,451 | -15.89 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 2,290 | 323 | ||||||
| 2025-05-28 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 17,219 | 20.75 | 2,009 | 12.05 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 175,529 | 4.89 | 24,725 | 26.64 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 12,065 | 1,699 | ||||||
| 2025-08-08 | 13F | 托巴姆 | 308 | 0 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | Call | 118,000 | 16,621 | |||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 30,093 | 21.33 | 4,239 | 46.49 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 38,800 | 47.37 | 5,465 | 65.16 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 5,751 | 87.57 | 810 | 126.89 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 385,876 | 17.65 | 54,354 | 42.05 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 4,860 | 685 | ||||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 5,445 | 179.95 | 767 | 238.94 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 14,621 | 7.16 | 2,060 | 29.42 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -318,342 | 483.49 | -44,842 | 604.49 | |||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 1,630 | 230 | ||||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 184,747 | 1.09 | 26,023 | 22.05 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 1,216 | 60.00 | 142 | 48.42 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 25,087 | 68.67 | 3,535 | 103.69 | ||||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 5,706 | 4.20 | 804 | 25.86 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 17,578 | 0.06 | 2,476 | 20.84 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 3,376 | 476 | ||||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 1,386 | 2.82 | 177 | -1.12 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 307,484 | 3.30 | 43,312 | 24.72 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 12,623 | 10.92 | 1,616 | 6.74 | ||||
| 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 | 737,677 | 2.52 | 103,909 | 23.77 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 5,100 | 718 | |||||
| 2025-06-26 | NP | FFLC - 富达新千年 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 | 4,213 | 486 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 20,593 | 115.25 | 2,901 | 159.86 | ||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 272,537 | 99.86 | 31,456 | 98.44 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 1,859 | 5.15 | 262 | 26.70 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 7,633 | 1 | ||||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 11,743 | 0.08 | 1,654 | 20.82 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 41,359 | 0.98 | 4,774 | -15.81 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 116,466 | 9.06 | 16,406 | 31.68 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 31,825 | 1.52 | 4,483 | 22.56 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 531,015 | 1.00 | 74,799 | 21.94 | ||||
| 2025-08-27 | NP | SEASONS 系列信托 - 南澳哥伦比亚重点价值投资组合 2 级 | 61,825 | 8.69 | 8,709 | 31.22 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 2,184 | 0.55 | 308 | 21.34 | ||||
| 2025-05-23 | NP | PIBAX - PGIM 平衡基金 A 类 | 9,600 | 37.14 | 1,120 | 27.27 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 3,048,457 | 3.45 | 429,398 | 24.90 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 2,187 | 308 | ||||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 11,151 | 14.58 | 1,587 | 41.23 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 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 | 63,267 | 7,302 | ||||||
| 2025-06-24 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 70,478 | 6.98 | 8,135 | -10.80 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 21,631 | 717.19 | 1,621 | 10.88 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 312,153 | 9.93 | 36,029 | -8.34 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 49,112 | 3.76 | 6,918 | 25.26 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 2,433 | 304.15 | 343 | 388.57 | ||||
| 2025-08-14 | 13F | 客观资本管理有限责任公司 | 1,600 | 225 | ||||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 1,356,355 | 20,466.41 | 191 | |||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 6,283 | 0.90 | 870 | 20.19 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 1,435 | 202 | ||||||
| 2025-08-13 | 13F | 丰业资本公司 | 200,761 | 58.56 | 28,279 | 91.43 | ||||
| 2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 809,816 | 9.08 | 93,469 | -9.05 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 18,964 | 2.13 | 2,702 | 26.04 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 12,790 | 4,550.91 | 1,638 | 4,447.22 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 6,199 | 10.50 | 873 | 33.49 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 5,834 | 1 | ||||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 872 | 11.94 | 123 | 35.56 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 26,450 | 323.00 | 3,726 | 410.97 | ||||
| 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 | 47 | 17.50 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 8,097 | 0.04 | 1,141 | 20.76 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 395,457 | 9.26 | 55,704 | 31.91 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 624 | 13.87 | 78 | 22.22 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 8,733,818 | 13.86 | 1,230,246 | 37.46 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 2,606 | 367 | ||||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | 1,230,466 | 3.38 | 173,262 | 24.80 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 1,380 | 23.66 | 194 | 49.23 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 4,122 | 384.94 | 581 | 485.86 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 330 | 633.33 | 46 | 820.00 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 1,800 | 4.65 | 254 | 26.50 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 73,354 | 0.57 | 10,333 | 21.41 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 3,997 | 19.63 | 563 | 44.73 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 7,855 | 36.16 | 1,106 | 64.34 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Call | 148,600 | 42.07 | 20,924 | 71.51 | |||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 74,588 | 1.71 | 10,506 | 131,225.00 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 148,600 | 42.07 | 20,924 | 71.51 | |||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 8,631 | 6.19 | 1,216 | 28.16 | ||||
| 2025-07-25 | NP | CBLAX - 哥伦比亚平衡基金 A 类 | 242,097 | 5.32 | 30,996 | 48.61 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 3,318 | 231.47 | 425 | 218.80 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 2,815 | 29.07 | 397 | 55.91 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 844,700 | 2.72 | 118,984 | 24.02 | |||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 2,413 | 0.29 | 340 | 21.07 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 903,600 | 34.26 | 127,281 | 62.10 | |||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 52,159 | 0.62 | 6,020 | -16.10 | ||||
| 2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 2,699 | 3.69 | 380 | 25.41 | ||||
| 2025-08-07 | 13F | 佩登和里格尔 | 190,700 | 0.90 | 27 | 18.18 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 35,113 | 4.02 | 5 | 33.33 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 217,900 | 3.86 | 30,693 | 25.40 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 2,574 | 363 | ||||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 1,678 | 236 | ||||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 657,397 | 0.54 | 92,601 | 21.39 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 3,221 | 454 | ||||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 2,600 | 15.56 | 333 | 11.04 | ||||
| 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 | 80,344 | 7.02 | 9,273 | -10.77 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 196,636 | 7.17 | 27,698 | 29.40 | ||||
| 2025-08-29 | NP | JABLX - Janus Henderson 平衡投资组合服务股票 | 547,530 | 14.04 | 77,125 | 37.69 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 40,195 | 60.44 | 5,662 | 93.74 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 3,540 | 12.03 | 499 | 35.33 | ||||
| 2025-08-14 | 13F | 阿普里姆顾问 | 4,620 | 8.96 | 651 | 31.58 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 82,358 | 13.31 | 11,601 | 36.82 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 16,701 | 356.69 | 2,353 | 452.11 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 2,802 | 1.45 | 395 | 22.36 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 786 | 24.56 | 111 | 50.68 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 5,469,124 | 8.52 | 770,330 | 32.54 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 10,692 | 40.00 | 1,506 | 69.21 | ||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 1,660 | 2.28 | 194 | -5.39 | ||||
| 2025-07-31 | 13F | 奥尔投资有限责任公司 | 1,920 | 270 | ||||||
| 2025-06-27 | NP | PCBCX - 胜利先锋平衡基金C类 | 27,529 | 3,177 | ||||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 247,209 | 49.69 | 34,788 | 79.55 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 36,000 | 9.09 | 5,071 | 31.69 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 16,299 | 1.05 | 2,296 | 22.01 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 274,700 | 28.79 | 38,713 | 55.58 | |||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 6,638 | 4.11 | 935 | 25.71 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,136,149 | 1.35 | 160,038 | 22.37 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 8,842 | 0.37 | 1,246 | 21.23 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 2,989 | 0.88 | 422 | 22.03 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 5,082 | 27.95 | 716 | 54.43 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 586 | 1.38 | 68 | -5.56 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 8,624 | 13.15 | 1,226 | 35.17 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 4,665 | 0.69 | 657 | 21.67 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 1,895 | 0.05 | 267 | 20.36 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 1,468 | 1.73 | 207 | 22.62 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 95,200 | 7.21 | 13,410 | 29.43 | ||||
| 2025-04-09 | 13F | 赛普拉斯财务规划有限公司 | Put | 1,167 | 19,333.33 | |||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 2,527 | 0.36 | 356 | 21.16 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 57,657 | 19.75 | 8,122 | 44.58 | ||||
| 2025-08-08 | 13F | Opinicus 资本公司 | 4,291 | 12.54 | 604 | 36.04 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 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 | 11,355 | 11.07 | 1,599 | 34.14 | ||||
| 2025-08-27 | NP | GSIB - 主题全球系统重要性银行 ETF | 3,320 | 70.61 | 468 | 105.73 | ||||
| 2025-08-15 | 13F | CTC有限公司 | Call | 545,700 | 25.22 | 76,867 | 51.18 | |||
| 2025-08-04 | 13F | 精明顾问公司 | 12,595 | 4.82 | 1,774 | 26.62 | ||||
| 2025-08-15 | 13F | CTC有限公司 | Put | 551,700 | 7.23 | 77,712 | 29.46 | |||
| 2025-08-08 | 13F | 国民年金服务 | 2,592,686 | 8.03 | 365,206 | 30.43 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 8,257 | 35.74 | 1,163 | 64.03 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 2,300 | 0.44 | 324 | 21.35 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 346 | 4.85 | 49 | 26.32 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 3,640 | 4.12 | 513 | 25.80 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 9,455 | 109.00 | 1,332 | 152.56 | ||||
| 2025-05-29 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 3,059 | 133.69 | 357 | 259.60 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 1,679,297 | 750.21 | 236,546 | 926.49 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 317,142 | 5.02 | 44,673 | 26.80 | ||||
| 2025-08-11 | 13F | 信托银行 | 17,945 | 1.21 | 2,528 | 22.20 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 33,051 | 8.97 | 4,656 | 31.57 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 6,944 | 5.04 | 978 | 26.85 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 749 | 16.85 | 106 | 41.89 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 1,594 | 225 | ||||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 367,543 | 0.47 | 51,772 | 21.30 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 1,654 | 233 | ||||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 1,557 | 1.17 | 219 | 22.35 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 107,064 | 1.92 | 15,081 | 23.06 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 19,544 | 28.33 | 2,753 | 54.95 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 1,443 | 203 | ||||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 33,435 | 59.58 | 4,628 | 168.91 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 102,624 | 4.02 | 14,456 | 25.59 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 16,290 | 176.57 | 2,295 | 233.92 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 5,731 | 0.54 | 807 | 21.35 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 1,437 | 202 | ||||||
| 2025-07-29 | 13F | 私人信托公司 | 7,985 | 16.96 | 1,125 | 41.21 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 5,217 | 0.40 | 735 | 21.12 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 67,773 | 2.46 | 9,547 | 23.70 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 1,507 | 212 | ||||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 1,743 | 1.63 | 246 | 22.50 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 5,650 | 18.28 | 796 | 42.73 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 3,819 | 1.01 | 538 | 21.77 | ||||
| 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 | 275 | 39 | ||||||
| 2025-08-22 | NP | FTRB-联邦赫尔墨斯总回报债券ETF | 204 | 0.00 | ||||||
| 2025-05-23 | NP | IWF - iShares Russell 1000 Growth ETF | 252,088 | 1.69 | 29,411 | -5.63 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 3,522 | 9.31 | 496 | 32.27 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 16,253 | 6.42 | 2,289 | 28.52 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 399,525 | 0.07 | 56,277 | 20.82 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 709,122 | 0.11 | 90,789 | -3.71 | ||||
| 2025-08-01 | 13F | 资本投资顾问有限公司 | 35,836 | 1.08 | 5,048 | 22.03 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 842 | 939.51 | 97 | 781.82 | ||||
| 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 | 79,046 | 1.28 | 10,120 | -2.58 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 144,045 | 12.37 | 20,290 | 35.67 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 2,280 | 4.25 | 321 | 27.38 | ||||
| 2025-06-25 | NP | IDIVX - 诚信红利丰收基金，A类 | 102,000 | 7.37 | 11,773 | -10.48 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 74,400 | 2.81 | 10,480 | 24.13 | ||||
| 2025-06-26 | NP | TAIBX - PGIM 核心债券基金 Z 类 | 454 | 0.22 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 107,899 | 4.43 | 12,454 | -12.93 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 69,948 | 9,853 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -400 | -56 | |||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 77 | 10 | ||||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 4,949 | 2.00 | 697 | 23.14 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 3,977 | 135.60 | 509 | 127.23 | ||||
| 2025-07-15 | 13F | 传统解决方案有限责任公司 | 3,075 | 6.88 | 433 | 29.25 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 836 | 4.37 | 96 | -12.73 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 166,446 | 288.97 | 23,446 | 369.65 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 10,900 | 3.27 | 1,535 | 24.70 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 4,025 | 567 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 6,867 | 22.17 | 967 | 47.63 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 94,140 | 20.54 | 12,053 | 15.94 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 1,569 | 221 | ||||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 3,007 | 2.49 | 430 | 45.92 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 2,253,747 | 0.09 | 317,463 | 20.85 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 88 | 66.04 | 12 | 100.00 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 578 | 43.07 | 74 | 100.00 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 9,691 | 13.60 | 1,365 | 37.19 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 180,777 | 8.40 | 23,145 | 4.26 | ||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 1,490 | 210 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 52 | 7 | ||||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 74,318 | 5.73 | 10,468 | 27.66 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 2,167 | 0.09 | 305 | 21.03 | ||||
| 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 | 611,380 | 0.36 | 86,119 | 21.16 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 10,077 | 5.65 | 1,420 | 27.61 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 77,000 | 6.94 | 10,846 | 29.12 | |||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 20,847 | 1,005.94 | 2,936 | 1,240.64 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 9,129 | 1,286 | ||||||
| 2025-07-14 | 13F | 富达财富管理 | 252 | 58.49 | 35 | 94.44 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 894 | 0.34 | 126 | 21.36 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Call | 394,200 | 55,527 | |||||
| 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 | 15,610,994 | 0.48 | 1,998,676 | -3.35 | ||||
| 2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 17,460 | 5.84 | 2,459 | 27.81 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 4,284 | 2.76 | 603 | 24.07 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 176,770 | 5.16 | 22,632 | 1.14 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 25,064 | 5.01 | 3,531 | 26.80 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 16,151 | 1.40 | 2,275 | 22.44 | ||||
| 2025-05-22 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 4,275 | 13.85 | 499 | 5.51 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 12,479 | 1,440 | ||||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Put | 25,500 | 64.52 | 4 | 200.00 | |||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 111,652 | 1.44 | 14,295 | -2.44 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 2,017,525 | 4.54 | 284,189 | 26.21 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 24,919 | 36.49 | 3,510 | 64.79 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 467,847 | 24.63 | 66 | 51.16 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 3,200 | 14.29 | 451 | 38.04 | |||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 4,789 | 27.91 | 1 | |||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 1,817 | 4.67 | 256 | 26.24 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 2,129 | 21.80 | 300 | 47.29 | ||||
| 2025-07-17 | 13F | 强生怀特财富管理有限责任公司 | 5,428 | 11.99 | 1 | |||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 203,261 | 0.03 | 28,631 | 20.78 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 7,013 | 15.65 | 1,011 | 42.86 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 349,847 | 0.25 | 49,279 | 21.03 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 1,064 | 12.24 | 0 | |||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 1,690 | 2.24 | 238 | 14.49 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 13,524 | 9.08 | 1,914 | 42.84 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 48,781 | 1.79 | 5,691 | -5.53 | ||||
| 2025-07-28 | NP | VCAAX - 资产配置基金 | 8,919 | 0.37 | 1,142 | -3.47 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 1,591 | 224 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 18,908 | 7.96 | 2,421 | 3.82 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 80,801 | 0.35 | 11,382 | 21.15 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 15,571 | 2.87 | 2,193 | 24.18 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 96,049 | 0.18 | 13,529 | 20.95 | ||||
| 2025-07-29 | 13F | 大师财富管理有限公司 | 2,006 | 283 | ||||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 36,328 | 18.78 | 5,117 | 43.41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 72,883 | 40.85 | 10,268 | 71.98 | ||||
| 2025-07-09 | 13F | 卡恩斯联合有限责任公司 | 1,500 | 211 | ||||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 11,698 | 1,648 | ||||||
| 2025-08-12 | 13F | 奥兹克银行 | 1,805 | 3.97 | 254 | 25.74 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 1,490 | 210 | ||||||
| 2025-07-31 | 13F | 加拉格尔资本顾问有限公司 | 9,969 | 0.71 | 1,420 | 23.05 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 2,100 | 296 | ||||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 860,000 | 121,140 | ||||||
| 2025-07-18 | 13F | 宾夕法尼亚资本管理公司 /adv | 9,315 | 5.05 | 1,312 | 26.89 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 854 | 0.59 | 120 | 21.21 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 164,931 | 5.68 | 23,232 | 27.60 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 3,229 | 43.83 | 455 | 73.95 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 234,951 | 6.33 | 33,095 | 28.38 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 4,902 | 691 | ||||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 17,779 | 64.06 | 2,052 | 36.80 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 57,602 | 13.45 | 8,114 | 36.97 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 2,407 | 9.86 | 339 | 32.94 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 45,128 | 0.97 | 6,357 | 11.08 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 5,931 | 835 | ||||||
| 2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 7,776 | 0.27 | 1,095 | 21.13 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 38,240 | 0.48 | 4,414 | -16.23 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 1,872 | 6.67 | 264 | 28.92 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 55,778 | 10.95 | 7,857 | 33.95 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 1,215,126 | 3.69 | 171,166 | 25.20 | ||||
| 2025-08-13 | 13F | 第1832章 | 5,336 | 1.72 | 752 | 22.71 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 17,254 | 252.77 | 2 | |||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 55,968 | 29.41 | 7,708 | 54.56 | ||||
| 2025-08-14 | 13F | 南岸银行 | 2,119 | 0.95 | 299 | 22.13 | ||||
| 2025-08-11 | 13F | 哈德逊峡谷资本管理公司 | 18,999 | 0.11 | 2,676 | 20.87 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 2,083 | 6.71 | 243 | -0.82 | ||||
| 2025-08-14 | 13F | 安盛公司 | 553,866 | 110.59 | 78,018 | 154.26 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 1,111 | 156 | ||||||
| 2025-08-08 | 13F | 认可投资者公司 | 2,398 | 0.17 | 338 | 20.79 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 8,457 | 4.50 | 1,191 | 26.17 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 62,601 | 6.49 | 8,015 | 2.43 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 2,295,379 | 23.64 | 323 | 49.54 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 18,267 | 171.43 | 2,573 | 227.77 | ||||
| 2025-08-28 | NP | KCSH - KraneShares 可持续超短期指数 ETF | 999 | 0.10 | ||||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 4,045 | 8.16 | 570 | 30.50 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 24,460 | 8.67 | 3,451 | 28.54 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | Put | 18,600 | 63.88 | 2,620 | 97.81 | |||
| 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 | 115,493 | 18.26 | 16,268 | 42.78 | ||||
| 2025-07-22 | NP | FTRFX - 联合总回报债券基金服务股票 | 1,683 | 0.12 | ||||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 1,006 | 4.68 | 117 | -2.50 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 6,158 | 8.70 | 867 | 31.16 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 283,479 | 18.29 | 39,931 | 42.81 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 15,235 | 3.52 | 2,146 | 24.99 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 197,871 | 0.69 | 28 | 22.73 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 1,465 | 206 | ||||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 2,999 | 13.64 | 422 | 37.46 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 515,000 | 14.96 | 72,543 | 38.79 | |||
| 2025-06-26 | NP | IBDQ - iShares iBonds Dec 2025 定期企业 ETF | 24,306 | 43.81 | ||||||
| 2025-08-11 | 13F | 花旗集团 | Put | 539,400 | 48.64 | 75,980 | 79.45 | |||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 1,488 | 210 | ||||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 1 | 0 | ||||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 4,731 | 17.72 | 666 | 42.31 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -10,688 | -12.27 | -1,506 | 5.91 | |||
| 2025-08-13 | 13F | M&T银行公司 | Call | 133 | 12.71 | 67 | 123.33 | |||
| 2025-08-07 | 13F | 中西部信托公司 | 137,482 | 19,366 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | 817,487 | 0.35 | 115,151 | 21.16 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 417 | 38.08 | 59 | 70.59 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 740 | 3.06 | 104 | 25.30 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -29,153 | 53.56 | -4,106 | 85.46 | |||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 10,658,815 | 0.49 | 1,501,401 | 21.33 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 103 | 15.73 | 14 | 40.00 | ||||
| 2025-08-04 | 13F | 巴伦汀有限责任公司 | 1,508 | 212 | ||||||
| 2025-07-28 | 13F | 邓克街公司 | 3,486 | 13.51 | 491 | 37.15 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,293,282 | 0.40 | 293,609 | -3.43 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 6,456 | 19.14 | 909 | 43.83 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 1,348,283 | 32.35 | 172,621 | 27.29 | ||||
| 2025-07-24 | NP | LAPLX - Lord Abbett Core Plus 债券基金 A 类 | 3,791 | 0.11 | ||||||
| 2025-08-14 | 13F | 联信银行 | 342,918 | 7.39 | 48,303 | 29.66 | ||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 276 | 39 | ||||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 192,417 | 22,209 | ||||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 13,157 | 4.10 | 1,853 | 25.71 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 21,161 | 3.81 | 2,981 | 25.32 | ||||
| 2025-07-10 | 13F | Alecta Pensionsforsakring, 奥姆塞西迪格 | 942,000 | 61.03 | 132,624 | 94.28 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 1,859 | 262 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 63,236 | 14.96 | 8,096 | 10.59 | ||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 1,736 | 245 | ||||||
| 2025-08-27 | NP | IBNAX - 常春藤平衡基金 A 类 | 103,792 | 1.80 | 14,620 | 22.91 | ||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 2,553 | 1.67 | 360 | 22.95 | ||||
| 2025-08-06 | 13F | 南州公司 | 32,942 | 10.13 | 4,640 | 32.99 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 58,250 | 7.37 | 8,205 | 29.64 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 3,269 | 0.43 | 461 | 21.37 | ||||
| 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 | 565,395 | 1.09 | 65,258 | -15.71 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 43 | 6 | ||||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 18,560 | 0.04 | 2,614 | 20.79 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 28,321 | 20.12 | 3,989 | 45.05 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 6,234 | 878 | ||||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 63,373 | 202.22 | 8,927 | 264.92 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 40,514 | 10.95 | 5,187 | 6.73 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 797,191 | 5.60 | 112 | 28.74 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 12 | 2 | ||||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 180,026 | 1.60 | 25,358 | 22.65 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 2,480 | 0.28 | 349 | 21.18 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 162,634 | 0.77 | 22,909 | 21.66 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 2,152,901 | 32.06 | 303,258 | 59.44 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 10,419 | 42.36 | 1,468 | 71.98 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 6,873 | 1.90 | 968 | 23.00 | ||||
| 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 | 749,526 | 4.63 | 105,578 | 26.33 | ||||
| 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 | 956 | 0.42 | 110 | -16.03 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 1,043 | 120 | ||||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 1,855 | 3.81 | 261 | 25.48 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 2,054 | 5.66 | 289 | 27.88 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 1,042,300 | 20.96 | 147 | 46.00 | |||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 2,772 | 128.90 | 390 | 176.60 | ||||
| 2025-07-09 | 13F | 桑迪湾顾问有限责任公司 | 36,023 | 0.09 | 5,074 | 20.87 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 3,509 | 12.72 | 494 | 31.73 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 146,103 | 1.04 | 20,580 | 21.98 | ||||
| 2025-03-31 | NP | FMAG - 富达麦哲伦 ETF | 18,940 | 2,622 | ||||||
| 2025-08-14 | 13F | 达格科公司 | 673 | 1,021.67 | 95 | 1,242.86 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -106,196 | 437.59 | -14,959 | 502.42 | |||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 16,155 | 23.23 | 2,276 | 48.79 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 4,335 | 10.98 | 611 | 34.07 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON 联合战略价值股息投资组合 | 19,981 | 16.16 | 2,815 | 40.28 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 52,820 | 5.86 | 7,440 | 27.81 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 5,391 | 91.31 | 690 | 84.00 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 385 | 15.62 | 54 | 42.11 | ||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 13,778 | 54.46 | 1,941 | 86.54 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 44,360 | 33.32 | 6,249 | 60.99 | ||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 9,347,374 | 0.51 | 1,316,671 | 21.35 | ||||
| 2025-08-14 | 13F | 极地资产管理合伙公司 | 7,600 | 1,071 | ||||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 6,363 | 92.24 | 896 | 132.12 | ||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 2,917 | 19.30 | 411 | 43.86 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 8,064 | 3.33 | 1,136 | 24.73 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 5,360 | 81.82 | 755 | 119.83 | ||||
| 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 | 3,730 | 21.18 | 431 | 0.94 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\德国 | 2,735 | 385 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 17,405 | 5.98 | 2,452 | 27.92 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 470 | 1,019.05 | 66 | 1,550.00 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 98,932 | 4.20 | 12,666 | 0.23 | ||||
| 2025-07-18 | 13F | 罗格科，Lp | 5,744 | 12.10 | 809 | 35.51 | ||||
| 2025-07-23 | 13F | 北方财务顾问公司 | 5,327 | 1.74 | 750 | 22.95 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 8,435 | 29.79 | 1,188 | 56.73 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德增强型短期债券 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 | 999 | |||||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 17,875 | 1.29 | 2,518 | 22.30 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 118,116 | 9.23 | 16,663 | 33.14 | ||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 4,615 | 14.94 | 591 | 10.49 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 263,575 | 6.30 | 37,127 | 28.34 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 204,014 | 7.40 | 28,737 | 29.67 | ||||
| 2025-08-14 | 13F | FJ资本管理有限公司 | 57,696 | 8,127 | ||||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 395,039 | 197.78 | 55,645 | 259.53 | ||||
| 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 | 42,700 | 163.58 | 6,015 | 218.20 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 210,453 | 39.18 | 29,644 | 68.04 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 32,690 | 0.88 | 4,605 | 21.80 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 148,324 | 0.06 | 20,893 | 20.80 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 254,800 | 55.38 | 35,891 | 87.61 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 232,883 | 36.71 | 32,804 | 65.06 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 2,731 | 7.65 | 315 | -10.26 | ||||
| 2025-08-26 | NP | EWMCX - Evercore 股票基金 | 137,195 | 6.19 | 19,325 | 28.21 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 34,756 | 5.09 | 4,896 | 26.88 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 21,252 | 19.63 | 2,453 | -0.28 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 7,513 | 1.21 | 1,058 | 22.17 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 2,638 | 0.80 | 372 | 21.64 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 13,438,530 | 2.87 | 1,894,023 | 24.33 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 7,477 | 0.31 | 1,053 | 21.17 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 1,849 | 2.44 | 260 | 23.81 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 41,444 | 1.43 | 5,838 | 22.45 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 15,500 | 4.03 | 2,183 | 25.60 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 29,481 | 3.17 | 4,166 | 25.68 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 61,392 | 121.78 | 8,648 | 167.79 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 13,626 | 6.12 | 1,919 | 28.10 | ||||
| 2025-07-28 | NP | AVSF - Avantis 短期固定收益 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 | 1,030 | -1.44 | ||||||
| 2025-07-10 | 13F | 科扎克联合公司 | 723 | 0.84 | 102 | 30.77 | ||||
| 2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 1,753 | 247 | ||||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 1,087 | 20.11 | 0 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 19,736 | 23.58 | 2,780 | 49.17 | ||||
| 2025-07-29 | NP | NWQAX - Nuveen NWQ 灵活收益基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,900 | 19.28 | 1,267 | 14.76 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 40,800 | 5,747 | |||||
| 2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,454 | 8.85 | 5,839 | 31.42 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 10,701 | 24.04 | 1,507 | 49.80 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 273 | 49.18 | 38 | 80.95 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 7,835 | 3.62 | 1 | |||||
| 2025-08-14 | 13F | 奥比斯艾伦格雷有限公司 | 115,346 | 1.03 | 16,248 | 21.97 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 35,500 | 5,001 | |||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 1,995 | 281 | ||||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 1,647 | 232 | ||||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 2,168 | 4.23 | 305 | 26.03 | ||||
| 2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 256,465 | 2.38 | 32,835 | -1.52 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 20,848 | 0.78 | 2,937 | 21.67 | ||||
| 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 | 1,777,407 | 8.40 | 227,561 | 4.26 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 3,123 | 15.84 | 440 | 39.81 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 57,089 | 96.89 | 8,042 | 137.69 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 2,570 | 362 | ||||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 329,735 | 23.26 | 42,216 | 18.56 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Janus 平衡副总裁服务 | 44,785 | 7.27 | 6,308 | 29.50 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,601 | 4.23 | 226 | 25.70 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 29 | 4 | ||||||
| 2025-07-18 | 13F | 三部曲资本公司 | 27,991 | 3.36 | 3,943 | 24.79 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | Call | 17,000 | 2,395 | |||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 762,845 | 8.16 | 107,454 | 30.58 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 9,596 | 1,352 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 14,087 | 1,984 | ||||||
| 2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 2,562 | 1.07 | 361 | 22.03 | ||||
| 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 | 7,560 | 873 | ||||||
| 2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 25,858 | 0.66 | 3,642 | 21.52 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 2,048 | 18.93 | 288 | 44.00 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 307,868 | 5.47 | 43,366 | 27.34 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 5,570 | 60.15 | 785 | 93.58 | ||||
| 2025-07-23 | 13F | 兰辛街顾问公司 | 13,182 | 5.46 | 1,857 | 27.30 | ||||
| 2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 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 | 1,820,679 | 0.32 | 210,143 | -16.36 | ||||
| 2025-07-17 | 13F | Exane资产管理公司 | 3,291 | 544 | ||||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 12,240 | 1.12 | 1,724 | 22.10 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 145 | 83.54 | 20 | 122.22 | ||||
| 2025-06-24 | NP | MBNAX - MainStay 平衡基金 A 类 | 35,964 | 12.39 | 4,151 | -6.30 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 52,837 | 6.34 | 7,443 | 28.40 | ||||
| 2025-07-29 | NP | BSCP - Invesco BulletShares 2025 公司债券 ETF | 41,452 | 40.10 | ||||||
| 2025-07-29 | NP | EBI-长景优势ETF | 23,141 | 905.69 | 2,963 | 867.97 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 45,498 | 13,986.07 | 0 | -100.00 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - DFA 短期扩展质量投资组合机构类别股票 | 5,093 | 0.06 | ||||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 2,308 | 290 | ||||||
| 2025-03-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - DFA 选择性对冲全球固定收益投资组合 - 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 | 4,990 | 0.24 | ||||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 26,584 | 14.70 | 3,745 | 38.51 | ||||
| 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 | 120,422 | 1.77 | 16,963 | 22.87 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 31,838 | 8.06 | 4,671 | 35.87 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 451 | 0.22 | 64 | 21.15 | ||||
| 2025-08-12 | 13F | 白松资本有限公司 | 15,820 | 2.16 | 2,228 | 23.37 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 18,249 | 9.33 | 2,571 | 29.67 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 462,696 | 94.32 | 65 | 140.74 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 1,813 | 3.30 | 255 | 25.00 | ||||
| 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 | 72,356 | 7.01 | 9,264 | 2.93 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 2,229 | 10.46 | 314 | 33.19 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 191,333 | 23.81 | 27 | 44.44 | ||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 32,323 | 12.85 | 4,553 | 36.28 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 1,426 | 201 | ||||||
| 2025-07-11 | 13F | AA 财务顾问有限责任公司 | 4,028 | 25.25 | 567 | 51.20 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 24,867 | 3,503 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -164 | -23 | |||||
| 2025-08-29 | 13F | 全面投资管理公司 | 64 | 9 | ||||||
| 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 | 85,414 | 8.72 | 9,858 | -9.35 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 100,837 | 0.23 | 14,204 | 21.01 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 10,722 | 1.21 | 1,510 | 22.17 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 216 | 0.93 | 30 | 25.00 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 6,154 | 867 | ||||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 327,342 | 15.01 | 46,109 | 38.86 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 68,872 | 58.79 | 10 | 80.00 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 119,639 | 10.59 | 16,852 | 33.52 | ||||
| 2025-07-29 | NP | ACEIX - 景顺股票和收益基金 A 类 | 6,862 | 0.10 | ||||||
| 2025-08-07 | 13F | 拉弗投资公司 | 2,807 | 395 | ||||||
| 2025-07-08 | 13F | 下一级私人有限责任公司 | 26,254 | 0.02 | 3,698 | 20.77 | ||||
| 2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,000 | 11.57 | 3,457 | 7.30 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 3,198 | 48.88 | 450 | 80.00 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 8,503 | 180.91 | 1,089 | 170.65 | ||||
| 2025-07-14 | 13F | 马索·托伦斯财富管理公司 | 1,601 | 226 | ||||||
| 2025-07-30 | 13F | 私人资本顾问公司 | 1,500 | 211 | ||||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 439,265 | 1.92 | 61,875 | 23.05 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 5,371 | 36.18 | 757 | 64.35 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 3,498 | 0.60 | 493 | 21.48 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 889,963 | 7.01 | 125,360 | 29.19 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 15,530 | 8.05 | 2,188 | 30.49 | ||||
| 2025-06-26 | NP | FEMWX - 富达股票市场中性基金富达顾问股票市场中性基金：Z 类 | 2,118 | 3.52 | 244 | -13.78 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,908 | 112.57 | 410 | 157.23 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 118,528 | 1.05 | 17 | 23.08 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 457 | 391.40 | 64 | 540.00 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 22,998 | 6.58 | 3,239 | 28.68 | ||||
| 2025-08-26 | NP | TIBDX - TIAA-CREF 机构级债券基金 | 1,039 | 0.10 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -690 | -97 | |||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 139 | 20 | ||||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 95,008 | 0.17 | 13,383 | 20.94 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares 主动收益 ETF | 812 | 95 | ||||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 1,085,434 | 0.65 | 152,894 | 21.52 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,813 | 11.86 | 3,073 | 35.03 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 477,856 | 9.68 | 67 | 34.00 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | Put | 150,000 | 41.51 | 21,129 | 70.85 | |||
| 2025-08-14 | 13F | Sig 经纪公司 | 2,419 | 341 | ||||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 341,029 | 0.44 | 48 | 23.08 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 133,620 | 27.82 | 18,822 | 54.32 | ||||
| 2025-08-14 | 13F | RBF 资本有限责任公司 | 810,432 | 114,157 | ||||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 7,713 | 7.12 | 1,086 | 29.29 | ||||
| 2025-07-24 | 13F | 李氏金融公司 | 11,517 | 11.71 | 1,622 | 34.94 | ||||
| 2025-08-08 | 13F | Bouchey金融集团有限公司 | 2,268 | 4.66 | 319 | 26.59 | ||||
| 2025-06-26 | NP | MSTSX - 晨星无约束分配基金 | 6,708 | 21.10 | 774 | 1.04 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 1,191 | 120.56 | 0 | |||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 80,000 | 11,269 | |||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 305 | 2.69 | 43 | 23.53 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 94,219 | 0.13 | 13,272 | 20.89 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 139 | 44.79 | 20 | 72.73 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 4,379 | 19.71 | 617 | 44.60 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 110,752 | 4.66 | 15,601 | 26.36 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,262 | 21.35 | 162 | 16.67 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 7 | 0 | ||||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票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 | 21,992 | 8.63 | 2,816 | 4.49 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 1,703 | 240 | ||||||
| 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 | 39,358 | 9.45 | 5,039 | 5.29 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 13,705 | 204.02 | 1,930 | 267.62 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 34,206 | 13.63 | 4,818 | 37.19 | ||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 45 | 5 | ||||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 11,208 | 1,546 | ||||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 51,155 | 7.20 | 7,206 | 29.42 | ||||
| 2025-05-15 | 13F | Kodai资本管理有限责任公司 | 223,497 | 26,075 | ||||||
| 2025-07-07 | 13F | 第一公民金融公司 | 9,540 | 5.72 | 1,344 | 27.66 | ||||
| 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 | 1,075 | 3.97 | 138 | 0.00 | ||||
| 2025-07-28 | 13F | 白羊座财富管理 | 1,708 | 241 | ||||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 4,325 | 2.49 | 609 | 23.78 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 179,023 | 2.97 | 25,217 | 24.33 | ||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 3,241 | 457 | ||||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 107,514 | 1.06 | 15,145 | 22.01 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 739 | 624.51 | 85 | 507.14 | ||||
| 2025-07-24 | 13F | True Link 财务顾问有限责任公司 | 2,312 | 0.78 | 326 | 21.72 | ||||
| 2025-08-08 | 13F | 柏灵财富合伙有限公司 | 4,030 | 568 | ||||||
| 2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 21,502 | 14.35 | 3,029 | 28.14 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 16,927 | 6.11 | 2,384 | 28.10 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 1,793 | 253 | ||||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 26,482 | 73.28 | 3,730 | 109.20 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 2,415 | 340 | ||||||
| 2025-07-23 | 13F | 施鲁姆私人财富管理有限责任公司 | 1,685 | 237 | ||||||
| 2025-08-13 | 13F | 资本国际投资者 | 27,153,727 | 0.63 | 3,824,833 | 21.51 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 32,401 | 19.67 | 3,740 | -0.21 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 18,287 | 10.00 | 2,576 | 32.80 | ||||
| 2025-03-27 | NP | SJVCX - Steward 大盘价值基金 C 类 | 8,600 | 1,190 | ||||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 3,996 | 6.76 | 563 | 28.90 | ||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 11,995 | 9.51 | 1,690 | 32.26 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 32,985 | 1.70 | 4,754 | 46.14 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 24,623 | 0.86 | 3,468 | 21.77 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 30,443 | 5.52 | 4,288 | 27.43 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 固定收益中间指数投资组合 1 类 | 1,997 | 0.10 | ||||||
| 2025-07-22 | 13F | 鲍威尔投资顾问有限责任公司 | 4,520 | 0.69 | 637 | 21.61 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 145,794 | 225.76 | 20,537 | 293.33 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 215,430 | 30,345 | ||||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 677,799 | 10.47 | 95,475 | 33.38 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,474 | 10.56 | 11,617 | 33.48 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 179 | 645.83 | 25 | 1,150.00 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 2,421 | 21.41 | 341 | 46.98 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 958 | 119.22 | 135 | 168.00 | ||||
| 2025-07-22 | NP | GINN - 高盛创新股票 ETF | 8,286 | 24.60 | 1,061 | 19.77 | ||||
| 2025-07-09 | 13F | 渠道财富有限公司 | 1,607 | 226 | ||||||
| 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 | 271,099 | 11.16 | 34,709 | 6.92 | ||||
| 2025-07-30 | 13F | 阿伯投资顾问有限责任公司 | 5,398 | 0.06 | 760 | 20.83 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 155 | 0.65 | 22 | 23.53 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 47,558 | 36.54 | 6,699 | 64.88 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 203,695 | 3.44 | 26,079 | -0.51 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 4,165 | 16.37 | 587 | 40.53 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 1,464,109 | 5.06 | 202,896 | 26.88 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 12,400 | 1,747 | ||||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 46,295 | 2.24 | 5,699 | 14.83 | ||||
| 2025-08-06 | 13F | 神剑管理公司 | 12,592 | 0.52 | 1,774 | 21.36 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 23,164 | 0.19 | 3,263 | 20.95 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 5,054 | 5.64 | 712 | 27.42 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 1,853 | 261 | ||||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 59,795 | 1.90 | 8,423 | 23.02 | ||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 1,862 | 0.65 | 262 | 21.86 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 26,581 | 9.21 | 3,744 | 31.88 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 101 | 12 | ||||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 4,269 | 601 | ||||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 10,381 | 4.46 | 1,462 | 26.14 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 280,127 | 6.69 | 39,459 | 28.81 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 105,777 | 0.04 | 14,900 | 20.78 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 166,148 | 14.09 | 23 | 43.75 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 2,069 | 17.29 | 291 | 41.95 | ||||
| 2025-05-27 | NP | IWY - iShares Russell 200 强增长 ETF | 39,787 | 9.72 | 4,642 | 1.82 | ||||
| 2025-08-27 | NP | PVFYX - 胜利先锋核心股票基金Y类 | 214,048 | 30,151 | ||||||
| 2025-08-04 | 13F | Noesis资本管理公司 | 1,655 | 233 | ||||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 5,151 | 1.30 | 726 | 22.26 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 4,289 | 3.80 | 604 | 25.31 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 5,216 | 8.44 | 735 | 30.84 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 6,331 | 10.49 | 731 | -7.94 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 2,073 | 5.71 | 292 | 28.07 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 49,570 | 2.28 | 6,982 | 23.49 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 152,061 | 21 | ||||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 2,547 | 359 | ||||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 69,762 | 6.05 | 8,932 | 2.00 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 1,595 | 225 | ||||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 9,996 | 25.93 | 1,408 | 52.05 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 75,831 | 1.68 | 10,682 | 22.76 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 2,604 | 1.13 | 367 | 22.00 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 307,946 | 2.55 | 43,377 | 23.81 | ||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 6,962 | 2.88 | 981 | 24.21 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 10,915 | 1.88 | 1,537 | 23.06 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 38,145 | 7.06 | 5,373 | 29.28 | ||||
| 2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 76,750 | 0.71 | 10,811 | 21.59 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 32,819 | 4,623 | ||||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 56,813 | 4.97 | 8,003 | 26.73 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 12,880 | 115.96 | 1,814 | 161.01 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 100,309 | 5.06 | 14,130 | 26.84 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 2,410 | 24.55 | 0 | |||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 3,801 | 13.53 | 535 | 37.18 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 8,820 | 18.25 | 1,242 | 42.76 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 3,753 | 32.01 | 529 | 59.52 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 21,943 | 21.08 | 3,091 | 46.17 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 33,876 | 56.72 | 4,337 | 50.75 | ||||
| 2025-06-25 | NP | FXO - 第一信托金融 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 | 294,179 | 3.53 | 33,954 | -13.68 | ||||
| 2025-08-04 | 13F | 肖尔茨公司 | 33,960 | 455.36 | 4,784 | 570.83 | ||||
| 2025-07-22 | 13F | 高威投资管理有限公司 | 2,138 | 0.09 | 301 | 20.88 | ||||
| 2025-08-14 | 13F | NCM资本管理有限责任公司 | 9,105 | 0.18 | 1,283 | 20.94 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 36,803 | 1.58 | 4,248 | -15.31 | ||||
| 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 | 7,893 | 1.67 | 911 | -15.18 | ||||
| 2025-08-26 | NP | DVRUX - 瑞银美国股息统治者基金 P 级 | 65,839 | 23.60 | 9,274 | 49.24 | ||||
| 2025-07-21 | 13F | Jmac企业有限公司 | 7,100 | 5.97 | 1,000 | 28.04 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 270,891 | 0.15 | 38,158 | 20.92 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 11,393 | 355.72 | 1,605 | 451.20 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 35 | 5 | ||||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 456 | 3,407.69 | 53 | 5,100.00 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 2,434 | 343 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 3,171 | 21.63 | 447 | 76.28 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 27,001 | 6.90 | 3,803 | 29.09 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 3,853,351 | 122.39 | 542,783 | 168.49 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 11,484 | 1.25 | 1,618 | 19.69 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 2,804 | 30.72 | 399 | 59.60 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 2,621,500 | 3.43 | 369,264 | 24.87 | |||
| 2025-08-14 | 13F | Optiver控股有限公司 | Call | 1,127,700 | 93.13 | 158,848 | 133.18 | |||
| 2025-08-14 | 13F | Optiver控股有限公司 | Put | 2,029,400 | 81.10 | 285,861 | 118.65 | |||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 2,347 | 14.10 | 331 | 38.08 | ||||
| 2025-06-24 | NP | FISEX - 富兰克林股票收益基金 A 类 | 1,112,500 | 1.14 | 128,405 | -15.68 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 5,762 | 0.49 | 812 | 21.23 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 14,625 | 4.61 | 1,688 | -12.76 | ||||
| 2025-07-30 | 13F | 太平洋高地资产管理有限公司 | 210,000 | 13.51 | 29,581 | 37.05 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 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 | 37,732 | 109.62 | 4,355 | 74.83 | ||||
| 2025-08-14 | 13F | 木星财富管理有限责任公司 | 52,825 | 7.77 | 7,805 | 21.71 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 171 | 24 | ||||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 1,992 | 9.87 | 281 | 32.70 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 14,441 | 4.24 | 2,038 | 26.11 | ||||
| 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 | 55,450 | 3.82 | 6,400 | -13.43 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 65,170 | 0.75 | 9,180 | 21.64 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 20,990 | 6.09 | 2,957 | 28.08 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 5,643,069 | 0.42 | 794,883 | 21.24 | ||||
| 2025-07-14 | 13F | 霍伊投资公司 | 36,065 | 32.34 | 5,080 | 59.80 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 1,146,379 | 8.32 | 160,883 | 32.28 | ||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 1,775 | 250 | ||||||
| 2025-07-18 | 13F | 维克斯资本 | 2,875 | 405 | ||||||
| 2025-07-22 | 13F | 雅德利财富管理有限公司 | 1,576 | 0 | ||||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 300 | 42 | ||||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 3,999 | 1.27 | 563 | 22.39 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 302,970 | 7.07 | 42,676 | 29.27 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 31 | 181.82 | 4 | 300.00 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 68 | 10 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 35,125 | 19.00 | 4,948 | 43.23 | ||||
| 2025-07-14 | 13F | 帕拉西奥斯财富管理有限责任公司 | 5,150 | 725 | ||||||
| 2025-08-08 | 13F | 中环资产投资管理控股(香港)有限公司 | 5,230 | 92.21 | 737 | 132.18 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 37,208 | 8.24 | 5,241 | 30.70 | ||||
| 2025-07-25 | NP | LCCAX - 哥伦比亚逆向核心基金 A 类 | 602,806 | 21.86 | 77,177 | 71.94 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 4,424 | 7.88 | 623 | 30.33 | ||||
| 2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 28,970 | 4.98 | 4,199 | 21.01 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 78,267 | 1.12 | 9,034 | -15.69 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 7,875 | 147.33 | 1,109 | 198.92 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 35,380 | 1.94 | 4,128 | -5.41 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 8,934 | 1.75 | 1,144 | -2.14 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 618,110 | 112.97 | 87,067 | 157.12 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 1,508 | 212 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 169,406 | 5.47 | 23,862 | 27.33 | ||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 21,056 | 14.23 | 2,966 | 37.91 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 321,331 | 7.44 | 37,088 | -10.42 | ||||
| 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 | 301,052 | 11.97 | 42,406 | 35.19 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 749 | 30.03 | 106 | 56.72 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 26,323 | 7.10 | 3,038 | -10.70 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 26,800 | 7.20 | 3,775 | 29.46 | |||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 703 | 77.53 | 99 | 115.22 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 238 | 27 | ||||||
| 2025-08-14 | 13F | 瑞银奥康纳有限公司 | 50,000 | 7,043 | ||||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 5,774 | -420.78 | 739 | -409.21 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 2,552 | 3.53 | 359 | 25.09 | ||||
| 2025-08-06 | 13F | 沃克纳·康登财务顾问有限责任公司 | 1,596 | 225 | ||||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 1,082,929 | 2.20 | 152,541 | 23.39 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 44,785 | 0.49 | 6,308 | 21.33 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 421,440 | 6.46 | 59,353 | 28.74 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 104,700 | 244.41 | 14,748 | 315.91 | |||
| 2025-07-22 | 13F | 净值顾问小组 | 9,973 | 2.19 | 1,405 | 23.37 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 71,549 | 278.97 | 8,258 | 276.39 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 19,511 | 21.88 | 2,748 | 47.19 | ||||
| 2025-08-07 | 13F | 49 财富管理有限责任公司 | 1,645 | 232 | ||||||
| 2025-07-29 | NP | ENIAX - SIIT 机会收益基金 - A 类 | 200 | 0.00 | ||||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 4,196 | 591 | ||||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 88,200 | 220.73 | 12,424 | 287.25 | |||
| 2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 3,945 | 2.18 | 556 | 23.33 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 4,722 | 2.85 | 665 | 24.30 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 94 | 5.62 | 11 | -16.67 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 237,331 | 3.05 | 33,431 | 24.41 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 10,081 | 5.82 | 1,420 | 27.72 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 1,697 | 239 | ||||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 2,427 | 9.72 | 342 | 32.17 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 6,874 | 16.55 | 968 | 40.70 | ||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 4,589 | 9.29 | 446 | 12.91 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 21,076 | 7.44 | 2,969 | 29.72 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 23,690 | 12.09 | 3,337 | 35.33 | ||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 980,768 | 9.83 | 138,151 | 32.60 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 89 | 8.54 | 10 | -9.09 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 9,600 | 7.10 | 1,352 | 29.38 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 53 | 8.16 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 203,469 | 0.69 | 28,647 | 21.48 | ||||
| 2025-07-29 | 13F | 贝尔与布朗财富顾问有限公司 | 4,528 | 0.51 | 638 | 21.33 | ||||
| 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 | 26,896 | 12.99 | 3,443 | 8.68 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 8,412 | 18.08 | 1,185 | 42.48 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 6,252 | 8.18 | 881 | 30.56 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 6,419 | 1.44 | 904 | 22.49 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 21,332 | 65.43 | 3,005 | 99.73 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 7,346 | 1.55 | 1,035 | 22.66 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 32 | 77.78 | 5 | 100.00 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 184,436 | 31.48 | 25,988 | 58.80 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 2,945 | 415 | ||||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 5,000 | 8.70 | 704 | 31.34 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 3,757 | 1,204.51 | 434 | 1,010.26 | ||||
| 2025-07-28 | NP | AVLV - Avantis 美国大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,407 | 1.37 | 6,966 | -2.51 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 106,835 | 0.47 | 15,049 | 21.30 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -1,229 | -173 | |||||
| 2025-03-27 | NP | SEACX - Steward Select 债券基金机构类别 | 998 | 0.20 | ||||||
| 2025-07-16 | 13F | 注册财务顾问有限责任公司 | 4,932 | 1.77 | 695 | 22.83 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林收入焦点 ETF | 20,325 | 20.66 | 2,863 | 45.65 | ||||
| 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 | 2,740 | 31.98 | 386 | 59.09 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 29,303 | 3.56 | 4,128 | 25.02 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 4,165 | 7.37 | 481 | -10.45 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 127 | 36.56 | 18 | 70.00 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 538 | 154.98 | 76 | 212.50 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 31 | 93.75 | 4 | 300.00 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 49,081 | 13.69 | 6,906 | 38.54 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 股权收益账户 1 类 | 177,883 | 11.64 | 25,057 | 34.79 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 20,795 | 1.09 | 2,929 | 22.09 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 4,206 | 36.74 | 592 | 65.36 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 527 | 26,250.00 | 74 | -23.71 | ||||
| 2025-08-13 | 13F | 根据斯特林资本管理有限公司。 | 1,651 | 232 | ||||||
| 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 | 92,866 | 2.66 | 11,890 | -1.26 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 1,696 | 239 | ||||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 1,792 | 252 | ||||||
| 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 | 4,513 | 22.24 | 521 | 1.76 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 36,280 | 1.18 | 5,110 | 22.16 | ||||
| 2025-07-29 | 13F | 屋顶 Eidam 和 Maycock/adv | 1,560 | 220 | ||||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 550,018 | 1.29 | 77,476 | 22.29 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 8,100 | 1,140 | ||||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 1,652 | 233 | ||||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 24,657 | 386.24 | 2,877 | 351.49 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 18,816 | 14.94 | 2,409 | 10.56 | ||||
| 2025-06-26 | NP | MSTMX - 晨星多部门债券基金 | 614 | 99.35 | 71 | 66.67 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 4,488 | 106.63 | 632 | 149.80 | ||||
| 2025-05-28 | NP | BBGLX - Bridge Builder 大盘成长基金 | 6,369 | 20.37 | 743 | 11.73 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 21,571 | 15.03 | 3,038 | 38.91 | ||||
| 2025-07-16 | 13F | Kingsman财富管理有限公司 | 3,245 | 3.64 | 457 | 25.21 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 15,110 | 0.91 | 2,128 | 21.81 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 2,092,341 | 600.79 | 294,727 | 746.11 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 9,705 | 3.29 | 1,367 | 24.73 | ||||
| 2025-08-26 | NP | IUAAX - VY(R) Invesco 股票和收益投资组合类别 ADV | 507 | 0.00 | ||||||
| 2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 335,264 | 0.72 | 38,696 | -16.02 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 7,970 | 16.62 | 1,123 | 40.78 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 4,430 | 32.04 | 624 | 59.34 | ||||
| 2025-08-12 | 13F | 马文和帕尔默联合公司 | 33,991 | 41.06 | 4,788 | 70.30 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 19,770 | 16.35 | 2,282 | -3.02 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 2,922 | 4.84 | 412 | 26.46 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 6,128 | 59.46 | 863 | 92.63 | ||||
| 2025-08-13 | 13F | 谢里登堡顾问有限公司 | 5,257 | 0.02 | 741 | 20.72 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 175 | 50.86 | 25 | 84.62 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 3,230 | 2.31 | 455 | 23.37 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 239,900 | 0.93 | 33,635 | 22.62 | |||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 4,074 | 18.74 | 574 | 43.25 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 419 | 107.43 | 59 | 156.52 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 90 | 36.36 | 12 | 71.43 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 755,354 | 0.26 | 106,400 | 21.05 | ||||
| 2025-07-15 | 13F | 斯托克顿银行 | 7,437 | 1.56 | 1,048 | 22.60 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 63,968 | 6.13 | 9,011 | 28.16 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 111 | 16 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 1,034 | 152 | ||||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 5,094 | 0.87 | 718 | 21.73 | ||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 54,032 | 7,611 | ||||||
| 2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 10,962 | 8.91 | 1,544 | 31.52 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 14,259 | 6.86 | 2,009 | 29.05 | ||||
| 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 | 20,205 | 8.59 | 2,846 | 31.15 | ||||
| 2025-07-24 | 13F | 百特兄弟公司 | 95,664 | 6.30 | 13,475 | 28.35 | ||||
| 2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 1,119 | 840.34 | 158 | 1,107.69 | ||||
| 2025-06-09 | NP | BMC基金公司 | 300 | 476.92 | 35 | 385.71 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 1,810,600 | 52.56 | 255,041 | 84.19 | |||
| 2025-08-12 | 13F | 阿维索金融公司 | 520 | 4.00 | 73 | 25.86 | ||||
| 2025-08-14 | 13F | 恒指导金融有限责任公司 | 9,780 | 1,368 | ||||||
| 2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 9,056 | 38.37 | 1,276 | 67.10 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 974 | 13.92 | 137 | 38.38 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 21,379 | 6.60 | 3,011 | 28.73 | ||||
| 2025-06-24 | NP | MAPAX - MainStay MAP 股票基金 A 类 | 131,183 | 10.75 | 15,141 | -7.66 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 98,586 | 13,887 | ||||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | Put | 14,400 | 2,028 | |||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 7,287 | 6.01 | 1,026 | 28.09 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 372 | 5.38 | 52 | 26.83 | ||||
| 2025-08-08 | 13F | CWS 财务顾问有限责任公司 | 2,082 | 293 | ||||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 96 | 100.00 | 11 | 83.33 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 58,655 | 102.60 | 8,262 | 144.66 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 91,887 | 10.19 | 12,943 | 33.04 | ||||
| 2025-08-01 | 13F | 第一国民信托公司 | 48,269 | 2.72 | 6,799 | 24.02 | ||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 4,123 | 7.57 | 581 | 29.75 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 8,353 | 1.42 | 1,177 | 22.50 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 120,530 | 2.74 | 16,978 | 24.04 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 4,496 | 0.18 | 633 | 21.03 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 1,341 | 0.52 | 189 | 21.29 | ||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 1,696 | 240 | ||||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 77 | 63.83 | 11 | 100.00 | ||||
| 2025-08-07 | 13F | PFG顾问 | 3,753 | 21.53 | 529 | 46.67 | ||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 16,644 | 9.83 | 2,344 | 32.58 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 20,452 | 5.41 | 2,881 | 27.26 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 252,876 | 2.47 | 35,620 | 23.72 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 9,357,200 | 23.44 | 1,318,055 | 49.03 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 1,014 | 20.28 | 143 | 44.90 | ||||
| 2025-08-26 | NP | FRDAX - 富兰克林股息上涨基金顾问级 | 4,060,000 | 6.84 | 571,892 | 28.99 | ||||
| 2025-07-15 | 13F | 博伊德财富管理有限责任公司 | 2,267 | 319 | ||||||
| 2025-07-18 | 13F | 艾利投资管理有限公司 | 69,088 | 10.60 | 9,732 | 33.52 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 717,550 | 2.68 | 101,074 | 23.97 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 107,976 | 36.93 | 15,209 | 65.32 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 63,774 | 13.72 | 9 | 33.33 | ||||
| 2025-06-26 | NP | DECO - SPDR银河数字资产生态系统ETF | 1,860 | 12.12 | 215 | -6.55 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 178 | 1.14 | 25 | 25.00 | ||||
| 2025-08-29 | NP | VELA 基金 - VELA 大盘 130/30 基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 海洋资本管理有限公司 | 5,758 | 0.07 | 811 | 20.86 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 48,564 | 0.13 | 6,841 | 20.89 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 11,664 | 0.21 | 1,643 | 20.91 | ||||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 1,723 | 0.12 | 243 | 21.00 | ||||
| 2025-08-06 | 13F | 北京哈迪施特劳斯公司 | 1,635 | 230 | ||||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 103,485 | 14,577 | ||||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 3,797 | 2.96 | 535 | 24.19 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 72 | 10 | ||||||
| 2025-07-17 | 13F | 西德卢瑟福有限公司 | 1,385 | 195 | ||||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 26,110 | 2.88 | 3,678 | 24.18 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 21,256 | 18.50 | 2,453 | -1.21 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 3,310,500 | 17.04 | 466,317 | 41.31 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 1,115,800 | 64.31 | 157,172 | 98.37 | |||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 2,120 | 299 | ||||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 982,218 | 1.27 | 141,577 | 25.11 | ||||
| 2025-08-07 | 13F/A | 工商信用 | Put | 37,500 | 13.64 | 5,282 | 37.19 | |||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 3,029 | 4.30 | 427 | 26.04 | ||||
| 2025-08-14 | 13F | 戴蒙亚洲资本（新加坡）私人有限公司有限公司 | Put | 10,000 | 1,409 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 727,600 | 102,366 | |||||
| 2025-08-14 | 13F | 戴蒙亚洲资本（新加坡）私人有限公司有限公司 | Call | 10,000 | 1,409 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 485,600 | 68,319 | |||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 413,521 | 1.55 | 58,249 | 22.60 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 16,242 | 242.95 | 2,286 | 314.13 | ||||
| 2025-07-23 | 13F | TriaGen 财富管理有限责任公司 | 5,771 | 0.05 | 813 | 20.83 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | Call | 2,000 | 282 | |||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 6,300 | 887 | |||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 3,812 | 4.27 | 537 | 25.82 | ||||
| 2025-08-27 | NP | HDCAX - Rational Equity Armor 基金 A 类股票 | 2,547 | 51.88 | 359 | 120.99 | ||||
| 2025-08-28 | NP | HHDFX - Hamlin 高股息股票基金机构类别股票 | 536,766 | 2.23 | 75,609 | 23.43 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Put | 9,200 | 1,296 | |||||
| 2025-07-24 | NP | EPGAX - 富达顾问股票增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 231,600 | 4.00 | 29,652 | 0.03 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 4,389 | 618 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,910 | 285.08 | 269 | 371.93 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Call | 15,600 | 2,197 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通美国股票基金标准类别 | 29,884 | 10.07 | 4,209 | 32.90 | ||||
| 2025-07-10 | 13F | 信任点公司 | 10,163 | 3.58 | 1,431 | 25.09 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 280,063 | 5.83 | 35,856 | 1.79 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 32,860 | 0.44 | 4,612 | 19.52 | ||||
| 2025-08-06 | 13F | 黑斯威夫特集团有限责任公司 | 1,607 | 226 | ||||||
| 2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 3,000 | 28.81 | 423 | 55.72 | ||||
| 2025-08-08 | 13F | 创意策划 | 289,306 | 6.94 | 40,752 | 29.11 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 1,002,500 | 2.53 | 115,709 | -14.51 | ||||
| 2025-06-23 | NP | CMPIX - A 类收入基金 | 4,993 | 0.06 | ||||||
| 2025-07-29 | 13F | Consilio 财富顾问有限公司 | 1,922 | 270 | ||||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 8,389 | 17.67 | 1,182 | 42.12 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 14,213 | 2.21 | 2,002 | 23.43 | ||||
| 2025-06-26 | NP | HBLAX - 哈特福德平衡收入基金 A 类 | 712,830 | 1.39 | 82,275 | -15.46 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 261,100 | 24.51 | 36,779 | 50.33 | |||
| 2025-08-12 | 13F | 迪梅奥施耐德有限公司 | 2,839 | 0.39 | 400 | 21.28 | ||||
| 2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 132,850 | 6.97 | 15,334 | -10.81 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 158,565 | 9.56 | 18,302 | -8.65 | ||||
| 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 | 442,827 | 20.75 | 62,377 | 45.79 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 176,323 | 11.37 | 24,837 | 34.46 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 22,984 | 2.96 | 3,238 | 24.31 | ||||
| 2025-07-15 | 13F | 地毯 RIA 有限责任公司 | 1,934 | 272 | ||||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 375,041 | 3.16 | 52,828 | 24.55 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 43,440 | 122.34 | 6,119 | 168.45 | ||||
| 2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 2,176,510 | 6.12 | 278,659 | 2.07 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 123,803 | 4.85 | 17 | 30.77 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 8,527 | 3.52 | 1,201 | 25.10 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 54,724 | 48,328.32 | 7,708 | 59,192.31 | ||||
| 2025-07-17 | 13F | 正佳资产管理有限公司 | 1,508 | 0 | ||||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 14,301 | 1.88 | 2,014 | 23.03 | ||||
| 2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 1,573,138 | 14.77 | 221,592 | 38.57 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 16,500 | 2,324 | ||||||
| 2025-08-14 | 13F | 股息资产资本有限公司 | 1,531 | 216 | ||||||
| 2025-07-11 | 13F | 国会公园资本有限责任公司 | 3,250 | 2.36 | 458 | 23.51 | ||||
| 2025-08-28 | NP | JENHX - 约翰逊增强回报基金 | 2,198 | 0.18 | ||||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 19,749 | 12.77 | 2,528 | 8.45 | ||||
| 2025-07-18 | 13F | RKL财富管理有限责任公司 | 1,940 | 9.67 | 273 | 32.52 | ||||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 4,075 | 20.74 | 583 | 44.67 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 4,567 | 1.94 | 643 | 23.18 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 19,457 | 60.89 | 2,270 | 49.34 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 4,525 | 637 | ||||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 2,893 | 36.08 | 407 | 64.78 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 95,785 | 2.99 | 13,492 | 24.35 | ||||
| 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 | 120,710 | 110.63 | 13,932 | 75.62 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 413 | 48 | ||||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 5,583 | 3.48 | 786 | 24.96 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 26,960 | 4.39 | 3,798 | 26.02 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 17,734 | 81.42 | 2,455 | 116.02 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 10,980,120 | 0.26 | 1,546,659 | 21.05 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 269,515 | 3.52 | 37,964 | 24.98 | ||||
| 2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 14,120 | 5.28 | 1,989 | 27.11 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 264,872 | 14.99 | 37,310 | 38.83 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股息增长投资组合 I 类 | 67,349 | 2.49 | 9,487 | 23.74 | ||||
| 2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 22,996 | 1.21 | 3,239 | 22.18 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 3,389 | 35.29 | 477 | 63.36 | ||||
| 2025-08-11 | 13F | ARS 投资伙伴有限责任公司 | 130,510 | 7,577.06 | 18,384 | 8,530.52 | ||||
| 2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 185,570 | 304.14 | 26,139 | 446.16 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 6,653 | 0.14 | 937 | 20.90 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 92,344 | 10.70 | 13 | 44.44 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 3,216 | 81.08 | 453 | 118.84 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 29,443 | 0.49 | 4,147 | 21.33 | ||||
| 2025-07-08 | 13F | 第一国民军 /ma/ /adv | 1,648 | 232 | ||||||
| 2025-05-28 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 2,980 | 12.75 | 348 | 4.52 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 59,744 | 7.64 | 8,416 | 29.96 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 5,094 | 11.78 | 718 | 35.03 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 696 | 10.65 | 98 | 34.25 | ||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 370 | 0.54 | 52 | 8.33 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 20,530 | 3.04 | 2,370 | -14.10 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 182,319 | 3.80 | 25,681 | 25.32 | ||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 91,839 | 7.99 | 11,758 | 3.88 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 37,675 | 683.10 | 4,348 | 553.83 | ||||
| 2025-06-26 | NP | HQIAX - 哈特福德股票收益基金 A 类 | 680,891 | 1.44 | 78,588 | -15.42 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 13,594 | 2.45 | 1,915 | 23.64 | ||||
| 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 | 559 | 10.47 | 65 | -8.57 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 81,300 | 62.93 | 11,452 | 96.72 | |||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 353,630 | 3.32 | 49,812 | 24.74 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 21,640 | 3,048 | ||||||
| 2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 6,630,282 | 765,267 | ||||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 4,087 | 33.47 | 576 | 61.06 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 1,697 | 239 | ||||||
| 2025-08-29 | NP | BFIX - 建立债券创新 ETF | 248 | |||||||
| 2025-06-26 | NP | ARCM - Arrow Reserve 资本管理 ETF | 162 | 0.00 | ||||||
| 2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 1,827 | 257 | ||||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 667 | 18.26 | 94 | 44.62 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 1,742 | 0.69 | 245 | 21.89 | ||||
| 2025-08-14 | 13F | 帕文资产管理有限公司 | 600 | 1,438.46 | 85 | 2,000.00 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 4,715 | 18.26 | 664 | 42.80 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 8,380 | 1,180 | ||||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 218,004 | 1.74 | 25,162 | -15.17 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 3,094 | 40.64 | 361 | 30.43 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 1,444 | 203 | ||||||
| 2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 10,732 | 10.53 | 1,512 | 33.48 | ||||
| 2025-06-17 | NP | CFVLX - 价值基金股票 | 40,750 | 3.16 | 4,703 | -13.97 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 10,428 | 13.93 | 1,469 | 37.58 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 8,060 | 3.43 | 1,135 | 24.86 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 408,263 | 5.24 | 57,508 | 27.06 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 10,067 | 138.10 | 1,418 | 331.00 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 15,089 | 2.88 | 2,125 | 24.20 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 82,345 | 69.14 | 12 | 120.00 | ||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 22,063 | 1.55 | 3,108 | 22.61 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 2,911,675 | 5.03 | 336,066 | -12.43 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 1,078,625 | 1.70 | 152 | 22.76 | ||||
| 2025-06-17 | NP | CFGRX - 成长基金股票 | 18,050 | 2,083 | ||||||
| 2025-08-14 | 13F | Teewinot 资本顾问有限责任公司 | 467,334 | 65,829 | ||||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 426 | 43.43 | 60 | 76.47 | ||||
| 2025-07-25 | 13F | 麦克纳马拉金融服务公司 | 1,600 | 225 | ||||||
| 2025-07-31 | 13F | 海峡健全财富管理有限公司 | 8,879 | 1.51 | 1,251 | 22.55 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 42,760 | 1.36 | 6,023 | 22.39 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 49 | 7 | ||||||
| 2025-08-14 | 13F | 沃特斯帕克森有限公司 | 4,100 | 34.43 | 578 | 62.54 | ||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 7,632 | 10.10 | 1,075 | 33.04 | ||||
| 2025-06-25 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 104,071 | 12,012 | ||||||
| 2025-07-09 | 13F | 生活方式资产管理公司 | 1,866 | 7.55 | 263 | 29.70 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 3,732 | 7.99 | 526 | 30.27 | ||||
| 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 | 49,981 | 10.94 | 5,769 | -7.50 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 335,926 | 0.06 | 47,319 | 20.80 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘混合投资组合 | 15,694 | 2.11 | 2,211 | 23.26 | ||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 21,000 | 8.25 | 2,424 | -9.76 | ||||
| 2025-08-07 | 13F | Axiom 国际投资有限公司 /de | 3,259,245 | 4.73 | 459,097 | 26.45 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 68,537 | 5.72 | 9,654 | 27.65 | ||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 24,369 | 89.83 | 3,433 | 129.26 | ||||
| 2025-07-09 | 13F | 伯特财富顾问 | 1,505 | 212 | ||||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 66,989 | 3.18 | 8,577 | -0.76 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 92 | 13 | ||||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 13,192 | 2.78 | 1,867 | 24.72 | ||||
| 2025-05-23 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 250 | 3.73 | 29 | -3.33 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 61,410 | 25.09 | 7,088 | 4.28 | ||||
| 2025-08-26 | NP | Ivy可变保险投资组合 - Ivy VIP资产策略II级 | 43,391 | 3.73 | 6,112 | 25.25 | ||||
| 2025-08-13 | 13F | 卡尔森资本有限合伙人 | 6,500 | 916 | ||||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 364 | 13.04 | 50 | 35.14 | ||||
| 2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 372 | 16.61 | 43 | -4.55 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 45,122 | 0.61 | 6,356 | 21.46 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 5,244 | 4.67 | 605 | -12.70 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 55,978 | 4.21 | 7,885 | 25.84 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Franklin 股息和收入管理风险投资组合 II 类股票 | 17,265 | 0.70 | 2,432 | 21.55 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 4,645 | 7.15 | 654 | 29.50 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 1,095,102 | 46.25 | 131,410 | 62.49 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 116 | 16 | ||||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 77,891 | 2.80 | 10,972 | 24.11 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 23,570 | 116.28 | 3,320 | 161.21 | ||||
| 2025-08-26 | NP | MADFX - Matrix Advisors 股息基金 | 16,600 | 10.01 | 2,338 | 32.84 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 41,662 | 0.17 | 5,334 | -3.67 | ||||
| 2025-05-27 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,108 | 63.91 | 129 | 53.57 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 67,894 | 12.51 | 10 | 28.57 | ||||
| 2025-07-17 | 13F | 一财富顾问有限责任公司 | 3,111 | 0.84 | 438 | 22.01 | ||||
| 2025-07-22 | 13F | 杰默资产管理有限公司 | 1,897 | 0.48 | 267 | 21.36 | ||||
| 2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 38,637 | 11.57 | 4,947 | 7.31 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 398 | 2.58 | 56 | 24.44 | ||||
| 2025-07-11 | 13F | 马修戈夫投资顾问有限责任公司 | 2,215 | 312 | ||||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 4,373 | 36.27 | 616 | 64.71 | ||||
| 2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 2,921 | 24.09 | 411 | 50.00 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 40,789 | 6.33 | 5,222 | 2.29 | ||||
| 2025-07-29 | 13F | Arcus 资本合伙人有限责任公司 | 23,580 | 0.18 | 3,321 | 20.94 | ||||
| 2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 3,773 | 531 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 81 | 10.96 | 9 | -10.00 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 33,170 | 11.49 | 4,672 | 34.60 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 16,151 | 15.74 | 2,275 | 39.74 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 19,490 | 17.33 | 2,495 | 12.84 | ||||
| 2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 21,319 | 4.43 | 2,838 | 5.62 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 38,316 | 0.20 | 5,397 | 20.98 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 786 | 111 | ||||||
| 2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 4,638 | 1.73 | 540 | -5.93 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 6,213 | 1.70 | 892 | 25.67 | ||||
| 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 | 74 | 19.35 | 9 | 0.00 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 5,049 | 0.44 | 711 | 21.33 | ||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 1,444 | 206 | ||||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 3,044 | 0.16 | 429 | 20.90 | ||||
| 2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,114 | 28.84 | 359 | 7.49 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国债券投资组合 R6 级 | 200 | 0.00 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 1,956 | 0.05 | 276 | 20.61 | ||||
| 2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 1,783 | 251 | ||||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 181 | 44.80 | 25 | 78.57 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 53,247 | 0.08 | 7,500 | 20.83 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 538,006 | 2.46 | 76 | 22.95 | ||||
| 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 | 1,281 | 16.88 | 148 | -2.65 | ||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 1,562 | 220 | ||||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 580,778 | 7.67 | 74,357 | 3.56 | ||||
| 2025-07-22 | 13F | MBL 财富有限责任公司 | 1,680 | 237 | ||||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 200,218 | 6.62 | 28,203 | 28.72 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 8,572 | 6.33 | 1,207 | 28.40 | ||||
| 2025-07-24 | 13F | SLT控股有限公司 | 2,326 | 1.84 | 328 | 22.93 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 1,483 | 209 | ||||||
| 2025-07-28 | 13F | 纳维特财富有限责任公司 | 2,824 | 5.45 | 398 | 28.90 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 1,120 | 3.32 | 158 | 24.60 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 42,168 | 5,940 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 45,946 | 5,303 | ||||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 35,750 | 17.33 | 5,036 | 41.67 | ||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 131,010 | 3.25 | 18,454 | 24.66 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 175,628 | 25 | ||||||
| 2025-08-14 | 13F | 投资公司 | 1,700 | 239 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 2,899 | 0.07 | 408 | 21.07 | ||||
| 2025-08-29 | NP | GCPAX - Gateway 股票认购溢价基金 A 类 | 11,418 | 14.27 | 1,608 | 38.03 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 487,782 | 9.62 | 68,709 | 32.35 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 39,158,809 | 1.50 | 5,515,946 | 22.55 | ||||
| 2025-08-12 | 13F | 运行点资本顾问有限责任公司 | 1,938 | 1.25 | 273 | 21.97 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 2,153 | 1.75 | 0 | |||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 974,600 | 13.19 | 137,282 | 36.66 | |||
| 2025-08-13 | 13F | 法国集团 | 771 | 34.32 | 108 | 58.82 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 25,019 | 7.08 | 4 | 50.00 | ||||
| 2025-08-14 | 13F | 德肖公司 | 295,170 | 4.33 | 41,578 | 25.96 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 1,167,650 | 11.20 | 164,475 | 34.26 | |||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 38,618 | 8.44 | 5,440 | 30.93 | ||||
| 2025-07-25 | 13F | Pzena 投资管理有限公司 | 791,167 | 3.67 | 111,444 | 25.16 | ||||
| 2025-07-25 | 13F | 萨瑟金融集团公司 | 7,024 | 989 | ||||||
| 2025-08-14 | 13F | 德肖公司 | Call | 385,300 | 27.08 | 54,273 | 53.43 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 3,429,100 | 18.01 | 483,023 | 42.48 | |||
| 2025-08-11 | 13F | 遗产财富顾问 | 5,431 | 0.09 | 765 | 20.85 | ||||
| 2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 164,869 | 3.22 | 23,223 | 24.63 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 49,736 | 0.90 | 7,004 | 21.81 | ||||
| 2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,058,912 | 60.53 | 391,633 | 54.40 | ||||
| 2025-07-29 | 13F | 西北象限财富管理有限责任公司 | 1,759 | 0.23 | 248 | 21.08 | ||||
| 2025-07-18 | 13F | 麦奎尔投资集团有限责任公司 | 81,216 | 1.37 | 11,440 | 22.39 | ||||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 4,180 | 14.80 | 589 | 38.68 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 8,938 | 0.06 | 1,259 | 20.73 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | Put | 100,000 | 38 | |||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 124,990 | 1.14 | 17,606 | 22.12 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 7,352 | 322.53 | 1,036 | 409.85 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 82,733 | 7.22 | 10,592 | 3.14 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 9,455 | 24.62 | 1,332 | 50.40 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 4,819 | 15.81 | 679 | 39.79 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 13,477 | 3.22 | 1,898 | 24.62 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 149,282 | 0.03 | 21,028 | 20.77 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 112,885 | 56.27 | 15,901 | 88.66 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 1,236,150 | 0.21 | 174 | 20.83 | ||||
| 2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 7,349,354 | 5.65 | 848,262 | -11.91 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 19 | 216.67 | 3 | |||||
| 2025-08-08 | 13F | 融合资本有限责任公司 | 1,701 | 240 | ||||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 2,104 | 296 | ||||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 2,917 | 4.36 | 411 | 26.07 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 5,843,655 | 12.38 | 815,177 | 43.56 | ||||
| 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 | 2,741,561 | 0.45 | 316,431 | -16.25 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 916 | 6.51 | 117 | 2.63 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 6,160 | 2.56 | 868 | 23.86 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 20,845 | 5.90 | 2,406 | -11.71 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 37,070 | 10.03 | 5,222 | 32.85 | ||||
| 2025-08-07 | 13F | 奥特曼顾问公司 | 17,023 | 1.06 | 2,401 | 23.51 | ||||
| 2025-08-13 | 13F | 法国集团 | Put | 7,500 | 150.00 | 1,056 | 201.71 | |||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 5,046 | 13.88 | 582 | -5.06 | ||||
| 2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 872 | 112 | ||||||
| 2025-03-31 | NP | FDVV - 富达高股息 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 | 211,475 | 17.61 | 29,274 | 40.05 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 301,957 | 6.24 | 42,534 | 28.27 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 15,395 | 2,169 | ||||||
| 2025-08-14 | 13F | 森蒂努斯有限责任公司 | 3,646 | 10.99 | 514 | 33.94 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 94,587 | 106.41 | 13,324 | 149.21 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 7,046 | 6.18 | 992 | 28.17 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 204,300 | 28,778 | |||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 7,616 | 37.85 | 1,073 | 66.46 | ||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 6,555 | 0.91 | 923 | 21.93 | ||||
| 2025-07-15 | 13F | Am投资策略有限公司 | 22,069 | 0.62 | 3 | 50.00 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 9,798 | 21.58 | 1,380 | 46.81 | ||||
| 2025-07-17 | 13F | 格里森集团公司 | 932 | 0.76 | 131 | 22.43 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 2,246 | 25.76 | 316 | 51.92 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 23,382 | 0.43 | 3,294 | 21.24 | ||||
| 2025-07-16 | 13F | LS 投资顾问有限责任公司 | 14,900 | 3.22 | 2,099 | 24.58 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 52,460 | 1.52 | 6,055 | -15.36 | ||||
| 2025-07-25 | 13F | 霍布斯集团顾问有限责任公司 | 3,091 | 0.32 | 435 | 21.17 | ||||
| 2025-07-16 | 13F | 勇敢资产管理公司 | 1,700 | 239 | ||||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 48,383 | 2.71 | 6,815 | 24.02 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 5,782 | 16.46 | 814 | 40.59 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 886,500 | 1,293.87 | 124,872 | 1,582.91 | |||
| 2025-07-28 | 13F | 双树管理有限公司 | 109,749 | 6,819.86 | 15,459 | 8,256.22 | ||||
| 2025-08-14 | 13F | JPL 财富管理有限责任公司 | 18,384 | 2.09 | 2,590 | 23.23 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 11,947 | 2 | ||||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 11,437 | 16.09 | 1,611 | 40.21 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 5,022 | 1.52 | 707 | 22.53 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 3,477 | 6.89 | 490 | 29.02 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 155,800 | 71.96 | 21,946 | 107.62 | |||
| 2025-07-23 | 13F | CFM 财富合作伙伴有限公司 | 11,489 | 7.96 | 1,618 | 30.38 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 3,664 | 28.74 | 516 | 55.42 | ||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 1,007 | 450.27 | 116 | 427.27 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 24,045,186 | 3.22 | 3,387,005 | 24.62 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 83,722 | 4.72 | 10,719 | 0.72 | ||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 3,012 | 11.56 | 424 | 66.93 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 28,599 | 123.92 | 4,028 | 170.34 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 22,996 | 90.16 | 3,239 | 133.69 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 31,401 | 2.19 | 4,423 | 23.38 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 5,897 | 6.19 | 831 | 28.28 | ||||
| 2025-07-15 | 13F | 科维亚金融 | 48,500 | 68.40 | 6,832 | 103.30 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 92 | 10.84 | 12 | 0.00 | ||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 5,204 | 104.48 | 734 | 136.77 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 3,320 | 9,664.71 | 383 | 12,666.67 | ||||
| 2025-07-28 | NP | NMUAX - Neuberger Berman Multi-Cap Opportunities Fund A 类 | 30,000 | 66.67 | 3,841 | 60.33 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 3,856 | 0.89 | 543 | 22.02 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 4,584,245 | 3.97 | 645,737 | 25.52 | ||||
| 2025-08-14 | 13F | Xponance公司 | 178,934 | 0.00 | 25,205 | 20.73 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 252,032 | 1.13 | 29,090 | -15.68 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 2,510 | 6.18 | 354 | 28.36 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 355,420 | 47.26 | 50,065 | 77.79 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 2,799 | 2.53 | 394 | 23.90 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 3,570 | 3.24 | 503 | 24.57 | ||||
| 2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 13,819 | 12.95 | 1,595 | -5.85 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 2,436,717 | 215 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 391,000 | 6.86 | 55,076 | 29.02 | |||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 12,671 | 5.22 | 1,785 | 27.07 | ||||
| 2025-07-22 | 13F | 格拉斯财富管理有限公司 | 24,336 | 0.50 | 3,428 | 21.31 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 172 | 20 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 198,700 | 19.05 | 22,934 | -0.74 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 42,311 | 21.90 | 5,960 | 47.17 | ||||
| 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 | 26,252 | 1.63 | 3,030 | -15.24 | ||||
| 2025-08-14 | 13F | 晴雨表资本管理公司 | 53,977 | 7,551 | ||||||
| 2025-06-30 | NP | BDIV - AAM BRENTVIEW 股息增长 ETF | 860 | 66.67 | 99 | 39.44 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 89 | 32.84 | 13 | 71.43 | ||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 128,528 | 14,835 | ||||||
| 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 | 12,466 | 0.60 | 1,756 | 2,825.00 | ||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 1,480 | 208 | ||||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 330,385 | 229.58 | 38,133 | 174.81 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 3,581 | 51.48 | 504 | 83.27 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 88,410 | 2.48 | 12,453 | 23.73 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 13,609 | 1,917 | ||||||
| 2025-07-29 | 13F | TFC财务管理 | 1,561 | 0.52 | 220 | 20.99 | ||||
| 2025-08-06 | 13F | 峰会财富与退休规划公司 | 2,800 | 394 | ||||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 108,280 | 4.75 | 15,252 | 26.47 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 6,402,618 | 14.61 | 901,873 | 38.37 | ||||
| 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 | 151,654 | 7.33 | 19,416 | 3.24 | ||||
| 2025-08-11 | 13F | 兰达斯公司 /wi /adv | 1,546 | 218 | ||||||
| 2025-07-24 | 13F | PDS 规划公司 | 6,543 | 7.60 | 922 | 29.90 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 183,026 | 5.23 | 25,781 | 27.05 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 258,225 | 57.20 | 34,303 | 78.91 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 218,280 | 31 | ||||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 44,102 | 12.13 | 6,212 | 35.40 | ||||
| 2025-07-31 | 13F | 拉扎德兄弟管理公司 | 432,278 | 1.61 | 61 | 22.45 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 17,299 | 38.39 | 1,997 | 15.38 | ||||
| 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 | 1,296,400 | 163.93 | 182,611 | 218.65 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 3,069 | 0.66 | 432 | 21.69 | ||||
| 2025-07-16 | 13F | 莫兰吉管理有限责任公司 | 33,906 | 31.82 | 4,776 | 59.17 | ||||
| 2025-07-29 | NP | KBWB - Invesco KBW 银行 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,404,134 | 4.62 | 307,801 | 0.63 | ||||
| 2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 299,816 | 174.02 | 42,232 | 230.84 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,835 | 10.61 | 2,794 | 33.51 | ||||
| 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 | 51,519 | 1.07 | 7,257 | 22.01 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 3,461 | 637.95 | 443 | 614.52 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 748,910 | 3.77 | 86,439 | -13.48 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 17,894 | 6.56 | 2,065 | -11.14 | ||||
| 2025-07-22 | 13F | 人民银行/哦 | 4,945 | 5.32 | 697 | 27.24 | ||||
| 2025-08-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 股票和收益基金系列 I | 653 | 0.00 | ||||||
| 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 | 20,146 | 9.03 | 2,838 | 31.65 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 2,613 | 19.48 | 368 | 44.31 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 69 | 10 | ||||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 350,292 | 2.43 | 44,848 | -1.48 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 9,281 | 1,307 | ||||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 85,378 | 12,026 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 112,295 | 60.20 | 12,951 | 77.47 | ||||
| 2025-08-15 | 13F | DCM 顾问有限责任公司 | 72,965 | 10.79 | 10,278 | 34.74 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 181 | 11.04 | 25 | 31.58 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 5,699 | 7.41 | 803 | 29.56 | ||||
| 2025-08-29 | NP | DIVL - 麦迪逊股息价值 ETF | 17,974 | 13.12 | 2,532 | 36.59 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 3,295 | 71.26 | 470 | 123.81 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 64,353 | 4.89 | 8,239 | 0.89 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 全球增长 II 级 | 20,995 | 4.59 | 2,957 | 26.26 | ||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | Call | 75,000 | 147.52 | 10,564 | 198.84 | |||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | 13 | 18.18 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 8,571 | 17.15 | 1,207 | 41.50 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 264 | 13.30 | 37 | 37.04 | ||||
| 2025-06-24 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 188,457 | 1,390.96 | 21,752 | 1,143.62 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 1,793 | 252 | ||||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 1,791 | 252 | ||||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 636,537 | 40.15 | 81,496 | 34.80 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 561,191 | 7.79 | 79,049 | 30.14 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 3,142 | 3.46 | 443 | 24.86 | ||||
| 2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | Put | 20,600 | 2,902 | |||||
| 2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | Call | 20,600 | 2,902 | |||||
| 2025-08-29 | 13F | 半人马座金融公司 | 12,252 | 13.63 | 2 | 0.00 | ||||
| 2025-07-08 | 13F | 利夫斯伯格财务咨询 | 613 | 86 | ||||||
| 2025-08-07 | 13F | FDx 顾问公司 | 2,274 | 1.20 | 0 | |||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,244 | 624,300.00 | 799 | |||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 17,152 | 39.25 | 2,416 | 68.13 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 24,235 | 314.27 | 2,827 | 284.63 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 90,700 | 101.56 | 10,582 | 87.04 | |||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 63,700 | 27.15 | 7,432 | 17.99 | |||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 14,175 | 598.62 | 1,636 | 784.32 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 77,943 | 53.30 | 10,974 | 85.01 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 12,438 | 0.10 | 1,752 | 20.91 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 6,994 | 12.77 | 985 | 36.24 | ||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 669,232 | 85,682 | ||||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 206,573 | 11.27 | 29,098 | 34.34 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 171,732 | 3.56 | 24,190 | 25.03 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 15,607 | 5.16 | 2,198 | 26.98 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 16,100 | 8.84 | 2,268 | 94.09 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 118,493 | 609.41 | 16,691 | 756.78 | ||||
| 2025-08-14 | 13F | OV管理有限责任公司 | 8,532 | 1,202 | ||||||
| 2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 130,190 | 66.35 | 18,339 | 100.83 | ||||
| 2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 27,250 | 148.18 | 3,489 | 138.74 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 11,190,724 | 15.93 | 1,576,325 | 39.97 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 154,381 | 1.61 | 21,746 | 22.69 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 223 | 99.11 | 31 | 210.00 | ||||
| 2025-06-26 | NP | SLQD - iShares 0-5 年投资级公司债券 ETF | 2,090 | -8.93 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 151,082 | 17,438 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 76,749 | 57.12 | 10,811 | 89.68 | ||||
| 2025-08-11 | 13F | 威尔金森全球资产管理有限公司 | 2,224 | 2.30 | 313 | 23.72 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 平衡投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 95,827 | 58.23 | 13,498 | 91.05 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 58,701 | 2.96 | 8,269 | 24.31 | ||||
| 2025-07-30 | NP | LGRO - 四级大盘成长主动型 ETF | 16,978 | 1.62 | 2,174 | -2.25 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 1,242 | 73.71 | 175 | 109.64 | ||||
| 2025-06-26 | NP | TASHX - Transamerica 多元资产收入（原 Transamerica 战略高收入）A | 54,372 | 38.10 | 6,276 | 15.14 | ||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 4,395 | 63.75 | 619 | 97.76 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 5,576 | 44.05 | 785 | 74.06 | ||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 2,277 | 3.78 | 321 | 25.00 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 84,489 | 7.78 | 11,696 | 44.56 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 1,355 | 9.27 | 191 | 32.87 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 14,231 | 82.22 | 2,005 | 119.98 | ||||
| 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 | 226,379 | 7.77 | 28,983 | 3.66 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 62,976 | 10.91 | 8,871 | 33.91 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 2,063 | 7.39 | 291 | 29.46 | ||||
| 2025-08-04 | 13F | 尤贝尔·布雷迪和萨特曼资产管理公司 | 1,597 | 0 | ||||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -4,827 | 20.13 | -680 | 45.09 | |||
| 2025-08-14 | 13F | 目的地财富管理 | 5,625 | 2.53 | 792 | 23.75 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 平衡基金 (a) | 243,308 | 58.84 | 34,272 | 91.77 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 104,915 | 14,771 | ||||||
| 2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 4,586 | 0.95 | 646 | 21.70 | ||||
| 2025-07-23 | NP | DBOAX - 纽约梅隆银行平衡机会基金 A 类 | 415 | 93.46 | ||||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 5,348 | 64.35 | 753 | 98.68 | ||||
| 2025-07-22 | 13F | 华威投资管理公司 | 1,617 | 228 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 145,155 | 20,447 | ||||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 8,287 | 5.47 | 1,167 | 37.78 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 2,505 | 0.60 | 353 | 21.38 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 38,797 | 5.10 | 5,465 | 26.89 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 18,517 | 68.41 | 2,608 | 103.43 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 406,318 | 0.40 | 57,234 | 21.22 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 504 | 71 | ||||||
| 2025-08-14 | 13F | 车床资本有限公司 | Call | 13,300 | 12.71 | 1,873 | 36.12 | |||
| 2025-06-26 | NP | QUVU - 哈特福德质量价值 ETF | 28,516 | 33.99 | 3,291 | 11.71 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 515 | 13.19 | 73 | 35.85 | ||||
| 2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 6,537 | 102.89 | 837 | 95.33 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 7,428 | 1.41 | 1,033 | 32.44 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 15,111 | 0.12 | 2,129 | 20.91 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | Call | 2,500 | 47 | |||||
| 2025-08-13 | 13F | 三井住友金融集团 | Put | 8,000 | 53 | |||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 7,009 | 987 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 6,769 | 27.91 | 953 | 54.46 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 370,910 | 0.17 | 42,810 | -16.48 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 5,471 | 5.11 | 771 | 26.85 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 6,640 | 11.04 | 935 | 34.15 | ||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 1,683,687 | 1.21 | 194,331 | -15.61 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 33,749 | 2.75 | 4,754 | 24.03 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 151,699 | 18.66 | 21,368 | 43.27 | ||||
| 2025-08-29 | NP | JAGJX - 超短期债券信托系列 I | 1,454 | 0.07 | ||||||
| 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 | 85,921 | 94.91 | 11,000 | 87.49 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 60,767 | 2.48 | 8,560 | 23.72 | ||||
| 2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 1,557 | 219 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 15,042 | 5.31 | 2,119 | 27.13 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 66,600 | 2.62 | 9,381 | 23.91 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 157,810 | 0.18 | 20,204 | -3.64 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 3,417 | 627.02 | 481 | 790.74 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 17,002 | 42.73 | 2,395 | 73.73 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 20,260 | 14.66 | 2,338 | -4.42 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 1,700 | 70.00 | 239 | 91.20 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 28,600 | 19.67 | 4,029 | 44.48 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 1,661 | 234 | ||||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 1,849 | 237 | ||||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 17,455 | 3.33 | 2,459 | 24.77 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | 200 | 28 | ||||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 148 | 770.59 | 21 | 1,900.00 | ||||
| 2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 14,802 | 244.23 | 2,085 | 316.17 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 5,359 | 0.30 | 755 | 21.03 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 142,299 | 78.47 | 20,044 | 115.48 | ||||
| 2025-08-08 | 13F | 投资伙伴有限公司 | 2,070 | 0.15 | 292 | 20.75 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 182,570 | 0.10 | 26,316 | 23.67 | ||||
| 2025-08-14 | 13F | 七英里咨询 | 3,000 | 1.87 | 423 | 23.03 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 19,356 | 10.42 | 2,727 | 33.30 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 930,579 | 5.82 | 131,081 | 27.76 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85,700 | 66.09 | 12,072 | 100.51 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林股息上涨 VIP 基金 1 级 | 228,583 | 9.68 | 32,198 | 32.43 | ||||
| 2025-08-11 | 13F | 绝对投资投资有限公司。 | 12,900 | 1,817 | ||||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 17,975 | 3.35 | 2,532 | 24.74 | ||||
| 2025-06-24 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 3,640 | 420 | 2,900.00 | |||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 12,777 | 5.33 | 1,800 | 27.14 | ||||
| 2025-07-24 | 13F | Brücke Financial, Inc. | 1,912 | 2.30 | 269 | 25.12 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 23,247 | 3,275 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 17,512 | 37.64 | 2,242 | 32.43 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 1,054 | 19.64 | 122 | 0.00 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 41,400 | 6.77 | 5,832 | 28.92 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 149,984 | 4.01 | 21,127 | 25.58 | ||||
| 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 | 45,991 | 49.32 | 5,308 | 24.51 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 155,609 | 18.97 | 21,919 | 43.64 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 7,753 | 23.61 | 1,092 | 49.38 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,554 | -463.49 | 1,680 | -558.74 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 421,597 | 5.34 | 50,591 | 17.03 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 9,485 | 11.92 | 1 | |||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 13,361 | 0.54 | 1,882 | 21.42 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 27 | 68.75 | 4 | 200.00 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 70,702 | 169.93 | 9,959 | 225.99 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 1,889 | 266 | ||||||
| 2025-07-25 | 13F | 橡子溪资本有限责任公司 | 1,859 | 4.91 | 262 | 26.70 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 23,649 | 59.32 | 3,331 | 78.51 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 多元化股息基金系列 I | 37,188 | 2.11 | 5,238 | 23.28 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 351,800 | 32.45 | 49,555 | 59.92 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 509,600 | 37.47 | 71,782 | 65.97 | |||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 9,459 | 6.20 | 1,332 | 28.20 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 54,685 | 2.04 | 7,703 | 23.19 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 34,651 | 13.41 | 4,881 | 36.92 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,168 | 111.84 | 1,289 | 76.82 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 2,107 | 2.43 | 297 | 23.85 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 503,461 | 0.07 | 70,918 | 20.82 | ||||
| 2025-07-25 | 13F | SPC 金融公司 | 2,187 | 308 | ||||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 16,600 | 176.67 | 2,338 | 234.00 | |||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 12,223,738 | 7.98 | 1,722 | 30.38 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 19,000 | 171.43 | 2,676 | 227.94 | |||
| 2025-08-14 | 13F | 西托资本集团有限责任公司 | 39,155 | 9.20 | 6 | 25.00 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 5,132 | 13.67 | 723 | 37.26 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 37,801 | 25.56 | 5,325 | 51.59 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 7,896 | 5.34 | 1,112 | 27.23 | ||||
| 2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 2,067 | 14.39 | 291 | 38.57 | ||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 305 | 19.61 | 43 | 44.83 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 36,013 | 5,073 | ||||||
| 2025-05-15 | NP | PY - 主要股东收益率指数 ETF | 30,212 | 279.26 | 3,525 | 252.05 | ||||
| 2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 221,134 | 25,523 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 16,986 | 3.20 | 2,393 | 24.58 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 1,719 | 242 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 45,100 | 62.82 | 6,353 | 96.60 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 49,803 | 150.54 | 7,015 | 202.50 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 31,430 | 4.53 | 3,628 | -12.85 | ||||
| 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 | 27,498 | 5.61 | 3,873 | 27.53 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 7,565 | 18.31 | 1,066 | 42.95 | ||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 500 | 70 | ||||||
| 2025-08-14 | 13F | 三尾财富管理有限公司 | 2,015 | 290 | ||||||
| 2025-07-16 | 13F | 肯尼迪投资集团 | 1,682 | 237 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,447,191 | 2.48 | 203,851 | 23.73 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 50,700 | 54.57 | 7,142 | 86.64 | |||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 354 | 129.87 | 50 | 188.24 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 116,943 | 45.36 | 13,498 | 21.20 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 40,006 | 5.71 | 5,892 | 22.55 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 1,287 | 21.88 | 181 | 47.15 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 75,708 | 17.34 | 10,664 | 41.68 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通纪律股票基金 II 类 | 108,468 | 2.73 | 15,279 | 24.03 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,733 | 41.38 | 2,780 | 70.70 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 4,556 | 128.26 | 1 | |||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 6,903 | 30.25 | 972 | 57.28 | ||||
| 2025-08-26 | NP | FKINX - 富兰克林收入基金 A1 级 | 987,800 | 97.56 | 139,142 | 186.33 | ||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 9,464 | 2.72 | 1,333 | 24.12 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 493 | 92.58 | 69 | 137.93 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 2,129 | 5.71 | 300 | 27.23 | ||||
| 2025-08-13 | 13F | 黑钻财富管理公司 | 1,803 | 254 | ||||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 1,188 | 39.44 | 167 | 68.69 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 684,045 | 77.54 | 96,357 | 114.36 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 3,384 | 10.99 | 477 | 34.08 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 347,173 | 969.71 | 49 | 1,500.00 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 3,041 | 90.42 | 0 | |||||
| 2025-07-31 | 13F | 联合社区银行 | 2,012 | 5.12 | 283 | 26.91 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 303 | 43 | ||||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 28,531 | 11.99 | 3,991 | 35.38 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 840,460 | 2.78 | 118,387 | 24.09 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 148,233 | 6,017.75 | 20,880 | 7,304.26 | ||||
| 2025-08-04 | 13F | 贝尔恩财富咨询服务有限责任公司 | 1,619 | 228 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 2,293,334 | 14.34 | 323,039 | 38.05 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,175,038 | 1.63 | 165,516 | 22.70 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 32,046 | 4,514 | ||||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 18,560 | 33.18 | 2,614 | 60.86 | ||||
| 2025-08-14 | 13F | LM 顾问有限责任公司 | 6,104 | 6.36 | 1 | |||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 163,396 | 13.69 | 18,859 | -5.21 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 35,065,020 | 2.02 | 4,939,259 | 23.18 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 37,261 | 2.77 | 5 | 25.00 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 4,391 | 2.62 | 619 | 23.85 | ||||
| 2025-06-23 | NP | PQIAX - 股票收益基金（原股票收益基金 I A 类） | 2,234,482 | 9.97 | 257,904 | -8.31 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 5,596 | 2.53 | 788 | 23.90 | ||||
| 2025-07-09 | 13F | 智慧资本有限公司 | 3,400 | 0.12 | 479 | 20.71 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 4,054 | 0.05 | 571 | 20.97 | ||||
| 2025-07-10 | 13F | 斯托尔珀公司 | 24,780 | 0.70 | 3 | 50.00 | ||||
| 2025-07-22 | 13F | Rockingstone 顾问有限公司 | 2,680 | 14.78 | 378 | 38.60 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 22,591 | 7.05 | 3,182 | 29.24 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 32,526 | 14.20 | 4,164 | 9.84 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 119,123,487 | 1.15 | 16,779,734 | 22.12 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 114,076 | 25.15 | 13,167 | 4.34 | ||||
| 2025-08-06 | 13F | 雷斯顿财富管理有限公司 | 1,652 | 233 | ||||||
| 2025-08-29 | NP | JVLAX - 约翰汉考克纪律价值基金 A 类 | 1,784,141 | 2.20 | 251,314 | 23.39 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 103,664 | 28.22 | 11,965 | 6.91 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 29,369 | 1.22 | 4,137 | 22.19 | ||||
| 2025-07-15 | 13F | 海湾资本顾问有限公司 | 4,259 | 0.02 | 600 | 20.77 | ||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 1,300 | 183 | ||||||
| 2025-07-30 | 13F | 花岗岩港顾问公司 | 1,958 | 12.85 | 276 | 36.14 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 12,460 | 9.99 | 1,782 | 35.54 | ||||
| 2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 1,609 | 227 | ||||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 749 | 16.85 | 106 | 41.89 | ||||
| 2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 7,416 | 3.79 | 1,045 | 25.33 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 2,646 | 373 | ||||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 32,300 | 82.49 | 400 | 235.29 | |||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 472,461 | 7.19 | 54,531 | -10.63 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 221,331 | 6.81 | 30,799 | 29.30 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 26,763 | 2.92 | 3,770 | 24.27 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 15,531 | 64.28 | 2,094 | 105.40 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 29,991 | 18.39 | 4,225 | 42.94 | ||||
| 2025-06-26 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,391 | 126.52 | 3,392 | 185.76 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 996,216 | 27.75 | 140,465 | 54.39 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 6,634 | 183.14 | 766 | 136.11 | ||||
| 2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 1,676 | 193 | ||||||
| 2025-09-03 | 13F | 美国信托 | 1,900 | 268 | ||||||
| 2025-06-27 | NP | PRPFX - 永久投资组合 I 类 | 200,000 | 14.29 | 23,084 | -4.71 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 113,283 | 2.19 | 15,957 | 23.38 | ||||
| 2025-03-31 | NP | FWWFX - 富达环球基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 106,000 | 21.84 | 14,674 | 87.47 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 923,675 | 10.92 | 106,611 | -7.52 | ||||
| 2025-08-08 | 13F | KBC 集团 | 1,799,625 | 273.58 | 253 | 351.79 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 599,154 | 56.78 | 69,903 | 45.49 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | Put | 50,000 | 5,834 | |||||
| 2025-08-22 | NP | FWATX - 富达顾问多资产收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 137,700 | 466.67 | 19,396 | 713.25 | ||||
| 2025-08-26 | NP | PRISX - T. Rowe Price 金融服务基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 347,813 | 186.94 | 48,993 | 246.45 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 38,998 | 34.10 | 5,493 | 63.43 | ||||
| 2025-07-17 | 13F | XY 规划网络有限公司 | 1,659 | 234 | ||||||
| 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 | 228,998 | 2.01 | 32,257 | 23.16 | ||||
| 2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 1,704 | 240 | ||||||
| 2025-07-29 | 13F | 哈姆林资本管理有限责任公司 | 1,528,105 | 0.85 | 215,249 | 21.76 | ||||
| 2025-08-13 | 13F | 哈夫斯特联合公司 | 13,053 | 131.60 | 1,839 | 179.76 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 26,977 | 1.39 | 3,800 | 13.61 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 2,158 | 304 | ||||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 244,984 | 61.19 | 35 | 100.00 | ||||
| 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 | 3,587 | 7.30 | 459 | 3.38 | ||||
| 2025-08-28 | NP | 麦迪逊备兑看涨期权和股票策略基金 | 18,000 | 63.64 | 2,535 | 97.58 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 6,617 | 14.58 | 832 | 23.48 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 6,018 | 17.45 | 848 | 41.88 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 1,186 | 107.71 | 137 | 72.15 | ||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 3 | 0 | ||||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 24,441 | 1.47 | 3,443 | 22.49 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 2,474 | 1.73 | 348 | 22.97 | ||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 1,716 | 242 | ||||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 1,820 | 256 | ||||||
| 2025-07-23 | 13F | 阿卡托资本管理有限责任公司 | 4,649 | 0.48 | 655 | 21.34 | ||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 405 | 2,600.00 | 57 | 5,600.00 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 41 | 5 | ||||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 229 | 32 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,122 | 57.46 | 3,344 | 51.45 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 5,297 | 746 | ||||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 2,669 | 8.58 | 376 | 31.12 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 8,964 | 69.04 | 1,263 | 104.21 | ||||
| 2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 17,000 | 17 | ||||||
| 2025-07-22 | 13F | 落基山顾问有限公司 | 806 | 0.62 | 113 | 21.51 | ||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 2,566 | 4.10 | 361 | 25.78 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 2,589 | 6.98 | 365 | 14.11 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 191 | 9.14 | 27 | 30.00 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 511 | 101.18 | 72 | 144.83 | ||||
| 2025-07-29 | 13F | ShoreHaven 财富合作伙伴有限责任公司 | 1,420 | 200 | ||||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 56,446 | 21.86 | 7,951 | 47.11 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 7,179 | 1,011 | ||||||
| 2025-08-22 | NP | 三洲公司 | 75,000 | 7.14 | 10,564 | 29.37 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 1,581 | 202 | ||||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 3,883 | 183.43 | 497 | 173.08 | ||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 3,214 | 71.78 | 371 | 42.86 | ||||
| 2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 629 | 88.32 | 81 | 81.82 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 3,248 | 6.14 | 463 | 30.06 | ||||
| 2025-08-26 | NP | JPEF - 摩根大通股票焦点 ETF | 290,994 | 19.24 | 40,989 | 43.97 | ||||
| 2025-08-27 | NP | IVINX - 常春藤全球成长基金 A 类 | 116,837 | 3.85 | 16,458 | 25.38 | ||||
| 2025-07-17 | 13F | 斯巴达计划与财富管理 | 2,779 | 391 | ||||||
| 2025-08-15 | NP | MTCGX - M 大盘成长基金 | 13,386 | 1,886 | ||||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 269,937 | 16.01 | 31,156 | -3.28 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 291 | 62.57 | 41 | 100.00 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 493,318 | 2,025.91 | 69,489 | 2,466.97 | ||||
| 2025-07-16 | 13F | 传奇财务顾问公司 | 87 | 12 | ||||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 762 | 1.20 | 107 | 22.99 | ||||
| 2025-08-13 | 13F | 罗伯茨资本顾问有限责任公司 | 11,831 | 17.59 | 1,667 | 42.03 | ||||
| 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 | 65 | 8 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/富达机构资产管理全债券基金 (a) | 150 | 0.00 | ||||||
| 2025-08-29 | NP | JAFNX - 金融行业信托资产净值 | 22,657 | 27.27 | 3,191 | 53.64 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 2,246 | 35.87 | 259 | 13.60 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 25,058 | 1.63 | 3,530 | 22.71 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 497,089 | 3.56 | 70,020 | 25.03 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 44 | 214.29 | 6 | 500.00 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 262 | 113.01 | 37 | 164.29 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 191 | 0.53 | 27 | 18.18 | ||||
| 2025-07-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 74,154 | 1.92 | 10,445 | 23.06 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 5,655 | 5.66 | 797 | 27.56 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 2,632 | 371 | ||||||
| 2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 22,392 | 105.70 | 2,584 | 71.58 | ||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 4,631 | 144.12 | 652 | 195.02 | ||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 1,606 | 226 | ||||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 463,808 | 33.41 | 65,332 | 61.07 | ||||
| 2025-05-27 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 3,732 | 435 | -35.65 | |||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 810 | 6.72 | 104 | 1.98 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 641,942 | 0.20 | 90,424 | 20.98 | ||||
| 2025-07-28 | 13F | 花岗岩集团顾问有限公司 | 18,180 | 12.19 | 2,561 | 35.45 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 63,712 | 5.96 | 8,974 | 27.93 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 11,736 | 1,653 | ||||||
| 2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 76,510 | 66.69 | 10,777 | 101.25 | ||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 18,380 | 0.82 | 2,589 | 21.78 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 3,048 | 2.45 | 429 | 23.63 | ||||
| 2025-08-14 | 13F | 阿穆森亨萨克联合有限责任公司 | 2,351 | 12.11 | 331 | 35.66 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 14,536 | 2 | ||||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 9,098 | 41.08 | 1,282 | 70.35 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 9,420 | 91.46 | 1,327 | 131.01 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 592,173 | 7.10 | 68,349 | -10.70 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 936 | 23.00 | 0 | |||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 3,054 | 1.87 | 352 | -15.18 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 1,798 | 6.77 | 230 | 2.68 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 4,829 | 680 | ||||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 3,027 | 2.61 | 426 | 23.84 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 19 | 35.71 | 3 | 100.00 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 2,127 | 9.53 | 300 | 32.30 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 1,821 | 257 | ||||||
| 2025-08-12 | 13F | 荷兰银行 | 44,329 | 3.35 | 6,285 | 25.71 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 293,400 | 13.94 | 41,328 | 37.57 | |||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 168,452 | 14.22 | 23,728 | 42.07 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 3,800 | 5.09 | 535 | 27.08 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 12,669 | 4.08 | 1,785 | 25.63 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 2,657 | 3.39 | 374 | 25.08 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 783,785 | 0.67 | 110,404 | 21.54 | ||||
| 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 | 1,703,427 | 11.53 | 239,945 | 34.65 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 19,800 | 28.57 | 2,789 | 55.29 | |||
| 2025-07-30 | 13F | 杜邦资本管理公司 | 94,101 | 13.08 | 13,255 | 36.52 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 1,231,064 | 1,429.96 | 173,408 | 1,747.31 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 103 | 15 | ||||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -37 | -5 | |||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -6,505 | -10.58 | -916 | 8.02 | |||
| 2025-08-13 | 13F | 挪威银行 | 15,865,987 | 2,234,883 | ||||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 674 | 12.15 | 95 | 34.29 | ||||
| 2025-06-26 | NP | AMECX - 美国 A 类收入基金 | 3,475,667 | 8.45 | 401,161 | -9.58 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 71,760 | 259.93 | 10,108 | 334.57 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 4,930 | 4.21 | 694 | 25.72 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 294 | 41 | ||||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 21,395 | 1.13 | 3,014 | 22.08 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 33,813 | 1.07 | 4,763 | 22.01 | ||||
| 2025-07-07 | 13F | 公园边缘顾问有限责任公司 | 4,145 | 0.68 | 584 | 21.46 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 2,295 | 3.38 | 0 | |||||
| 2025-07-29 | 13F | 互动财务顾问 | 2,003 | 0.15 | 282 | 21.03 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 282,288 | 3.18 | 39,715 | 25.87 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 30,390 | 24.77 | 4,281 | 50.65 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,654 | 1.72 | 4,000 | -15.20 | ||||
| 2025-07-22 | 13F | 库里南联合公司 | 40,472 | 9.23 | 5,701 | 31.88 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 4,499 | 11.11 | 634 | 34.11 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 10,739 | 0.72 | 1,513 | 21.64 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 18,205 | 7.97 | 2,564 | 30.35 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 79,038 | 5.80 | 10,119 | 1.77 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 358 | 195.87 | 50 | 257.14 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 75,800 | 31.14 | 10,677 | 58.34 | |||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 3,012 | 424 | ||||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 5,350 | 10.20 | 617 | -8.18 | ||||
| 2025-08-26 | NP | LST——Leuthold 精选行业 ETF | 2,417 | 19.95 | 340 | 44.68 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 7,856 | 1.76 | 1,006 | 19.36 | ||||
| 2025-08-05 | 13F | 整体金融合作伙伴 | 1,709 | 241 | ||||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 1,841 | 5.56 | 259 | 27.59 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 7,336 | 20.60 | 1 | |||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 504,000 | 298.73 | 70,993 | 381.41 | |||
| 2025-07-30 | 13F | 道德公司 | 184,382 | 9.12 | 25,941 | 32.64 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 351,300 | 180.82 | 49,484 | 239.05 | |||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 8,062 | 120.09 | 1,136 | 165.81 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 252,610 | 5.53 | 35,583 | 27.41 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 71,931 | 93.90 | 10,120 | 136.54 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 4,219 | 7.90 | 594 | 30.26 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 15,519 | 99.65 | 2,068 | 128.26 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 187,020 | 5.48 | 26 | 30.00 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 249,540 | 21.55 | 35,150 | 46.75 | ||||
| 2025-04-29 | 13F | 佩森公司 | 8,040 | 10.79 | 938 | 2.85 |
