机构和基金投资人持股 - 买家
在乙丙橡胶性能中开设新头寸的主要持有者包括 阿尔派全球优质房地产基金, Gamco Investors, Inc. 等, MAINSTAY VP 基金信托 - MainStay VP MacKay 小盘股核心投资组合初始类别, SEHAX - SIIT美国股票因子配置基金A类, HAMVX - 港湾中盘价值基金机构级, 交响金融有限公司, SIXL - 6 Meridian 低 Beta 股票策略 ETF, SVOAX - Simt US 管理波动性基金 F 级, 哥伦布骑士资产顾问有限责任公司, AIGYX - 阿伯丁房地产收入与增长基金机构类别, FOVL - iShares 聚焦价值因子 ETF, NOSGX - 北方小盘价值基金, 皮克顿马奥尼资产管理公司, 西永资本有限公司, 贝福瑞斯特资本有限公司, 布莱顿琼斯有限公司, 凯拉资本合伙公司, 梅里特金融集团有限责任公司, 纪念碑资本管理公司, 和 卡普罗克集团有限公司 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | 富兰克林资源公司 | 141,608 | 46.79 | 8,250 | 62.56 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 3 | 0 | ||||||
| 2025-06-27 | NP | AREA - Harbor AlphaEdge 下一代房地产投资信托基金 ETF | 2,302 | 45.60 | 114 | 56.94 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 1 | 0 | ||||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 3,769 | 220 | ||||||
| 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 | 28,625 | 5.92 | 1,417 | 15.50 | ||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 33,070 | 136.40 | 1,927 | 162.04 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 4,534 | 264 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 93,852 | 2.52 | 5,468 | 13.52 | ||||
| 2025-07-29 | NP | IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 股票 | 112,532 | 5.88 | 6,267 | 11.10 | ||||
| 2025-08-29 | NP | EES - WisdomTree 美国小型股基金 不适用 | 32,790 | 1.66 | 1,910 | 12.62 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 16,335 | 13.37 | 952 | 25.63 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 26,718 | 25.81 | 1,557 | 39.30 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 42,316 | 54.83 | 2,465 | 71.54 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 6,345 | 370 | ||||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 36 | 2 | ||||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 21,468 | 1,251 | ||||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 34,880 | 57.91 | 2,032 | 74.87 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 50 | 3 | ||||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 213 | 10.42 | ||||||
| 2025-08-27 | NP | PJEAX - PGIM 美国房地产基金 A 类 | 81,648 | 27.85 | 4,757 | 41.59 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 8,532 | 58.32 | 497 | 75.62 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 房地产行业基金 (A) | 10,340 | 1.76 | 602 | 12.73 | ||||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 6,626 | 27.79 | 349 | 51.97 | ||||
| 2025-07-15 | 13F | 家庭财富合作伙伴有限公司 | 7,475 | 83.08 | 436 | 103.27 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 1,836 | 12.22 | 107 | 23.26 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 44,164 | 36.93 | 2,573 | 51.65 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 8,923 | 520 | ||||||
| 2025-08-22 | NP | RRRAX - DWS RREEF 房地产证券基金 A 类 | 360,332 | 0.64 | 20,993 | 11.45 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 146,955 | 213.33 | 8,562 | 247.02 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 8,983 | 3.00 | 523 | 14.19 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 4,982 | 163.88 | 290 | 192.93 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 23,185 | 6.85 | 1,351 | 18.32 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 3,701 | 216 | ||||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 8,403 | 38.30 | 492 | 52.96 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 184 | 8.24 | 11 | 25.00 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 202 | 2.02 | 12 | 10.00 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 256,717 | 8.94 | 12,705 | 16.95 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 22,400 | 5.66 | 1,311 | 16.96 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 9,524 | 1.16 | 555 | 11.92 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 307 | 1.99 | 18 | 13.33 | ||||
| 2025-06-26 | NP | DFGR - Dimensional 全球房地产 ETF | 108,637 | 3.42 | 5,376 | 11.03 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 1,870,499 | 42.00 | 108,975 | 57.25 | ||||
| 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 | 2,427 | 3.23 | 120 | 11.11 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 63,580 | 4 | ||||||
| 2025-08-26 | NP | GREZX - 全球房地产证券基金投资者 | 63,408 | 11.16 | 3,694 | 23.13 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 182 | 10 | ||||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 9,436 | 65.37 | 550 | 83.00 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 房地产基金 I 级 | 107,627 | 52.33 | 6,270 | 68.68 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 132,703 | 1.50 | 7,731 | 12.40 | ||||
| 2025-05-27 | NP | NOIEX - 北方收入股票基金 | 1,915 | 8.87 | 101 | 29.87 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 175 | 10 | ||||||
| 2025-08-28 | NP | USVM - VictoryShares USAA MSCI 美国小盘股价值动量 ETF | 93,893 | 231.01 | 5,470 | 354.32 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 65 | 8.33 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 德肖公司 | 112,834 | 749.21 | 6,574 | 840.34 | ||||
| 2025-06-26 | NP | DFREX - Dfa 房地产证券投资组合 - 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 | 417,807 | 5.99 | 20,677 | 13.78 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 5,208 | 276 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 4,355 | 254 | ||||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 542 | 32 | ||||||
| 2025-08-26 | NP | 纽约梅隆银行投资组合 - 中型股股票投资组合 - 初始股 | 10,248 | 65.29 | 597 | 96.38 | ||||
| 2025-08-29 | NP | 约翰汉考克投资信托 - 约翰汉考克多元化实物资产基金类别资产净值 | 123,171 | 53.04 | 7,176 | 69.46 | ||||
| 2025-06-18 | NP | RTXAX - 税务管理实物资产基金 A 类 | 116,617 | 614.04 | 5,771 | 667.42 | ||||
| 2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 25,900 | 2 | ||||||
| 2025-08-28 | NP | SPMD - SPDR(R) 投资组合中型 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 | 341,658 | 1.94 | 19,905 | 12.89 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 2,837 | 0 | ||||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 414,121 | 12.91 | 23,663 | 23.66 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 1,132,920 | 0.89 | 66,004 | 11.73 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 846,575 | 0.92 | 49,321 | 11.76 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 8,179 | 30.32 | 471 | 45.06 | ||||
| 2025-08-26 | NP | TMSL - T. Rowe 价格中小型股 ETF | 35,547 | 18.22 | 2,071 | 30.93 | ||||
| 2025-08-14 | 13F | Globeflex资本有限公司 | 28,264 | 32.66 | 1,647 | 46.96 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 56,191 | 30.42 | 3,274 | 44.44 | ||||
| 2025-08-29 | NP | PQIIX - PIMCO 股息和收入基金机构类别 | 9,327 | 33.68 | 543 | 47.96 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 16,556 | 11.47 | 1 | |||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 118,082 | 5.42 | 7 | 20.00 | ||||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 1,627 | 35.25 | 95 | 49.21 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 743 | 231.70 | 43 | 290.91 | ||||
| 2025-08-26 | NP | FTKI - First Trust Small Cap BuyWrite Income ETF | 18 | 1 | ||||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 67,761 | 3,948 | ||||||
| 2025-07-18 | 13F | 信托金融公司 | 3,994 | 233 | ||||||
| 2025-03-27 | NP | PTMC - Pacer Trendpilot 美国中盘 ETF | 11,391 | 2.54 | 525 | 5.21 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 3,497 | 204 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 554 | 10.14 | 32 | 23.08 | ||||
| 2025-08-07 | 13F | 第1620章 | 22,842 | 50.81 | 1,331 | 67.09 | ||||
| 2025-06-24 | NP | FMDCX - 联合中型股指数基金服务股票 | 7,171 | 5.46 | 355 | 13.10 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 4,371 | 9.91 | 216 | 18.03 | ||||
| 2025-07-30 | NP | RIET - 豪雅资本高股息收益ETF | 26,301 | 28.89 | 1,465 | 35.30 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 2,302 | 98.62 | 121 | 137.25 | ||||
| 2025-08-26 | NP | Profunds - Profunds 中型价值副总裁 | 544 | 12.16 | 32 | 24.00 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 126 | 0.80 | 7 | 16.67 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 18,289 | 1.11 | 1,066 | 11.99 | ||||
| 2025-08-26 | NP | NOSGX - 北方小盘价值基金 | 12,425 | 724 | ||||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 5,195 | 0 | ||||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 47,141 | 5.29 | 2,746 | 16.60 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 9,226 | 535 | ||||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 9,559 | 89.55 | 559 | 120.95 | ||||
| 2025-08-11 | 13F | 花旗集团 | 86,903 | 53.73 | 5,063 | 70.21 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 254 | 15 | ||||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 34,375 | 1,914 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 11,592 | 6.56 | 646 | 11.79 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 84,001 | 20.55 | 4,894 | 33.51 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 4,086 | 238 | ||||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 875 | 51 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 402,075 | 22.53 | 23,425 | 35.69 | ||||
| 2025-08-21 | NP | MXREX - 大西部房地产指数基金投资者类别 | 75,546 | 11.95 | 4,401 | 23.97 | ||||
| 2025-06-26 | NP | FZIPX - 富达零扩展市场指数基金 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 | 22,577 | 0.60 | 1,117 | 8.03 | ||||
| 2025-08-29 | NP | DES - WisdomTree 美国小型股股息基金 不适用 | 409,914 | 1.99 | 23,882 | 12.94 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 3,626 | 211 | ||||||
| 2025-06-25 | NP | FYX - First Trust 小盘核心 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 | 29,252 | 147.52 | 1,448 | 169.96 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 1,249 | 33.58 | 73 | 46.94 | ||||
| 2025-06-26 | NP | PRKAX - PGIM 房地产收入基金 A 类 | 37,818 | 275.78 | 1,872 | 358.58 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 23,749 | 1.73 | 1 | 0.00 | ||||
| 2025-06-25 | NP | HSMV - First Trust Horizon 管理波动性中小型 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 | 4,356 | 8.79 | 216 | 16.85 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 260,328 | 3.07 | 15,167 | 14.14 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 97,400 | 1.39 | 5,675 | 12.29 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 小盘股核心投资组合初始类别 | 37,984 | 2,213 | ||||||
| 2025-07-11 | 13F | 艾睿投资顾问有限公司 | 3,523 | 205 | ||||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 39,298 | 2,290 | ||||||
| 2025-07-10 | 13F | 瑞典银行 | 122,947 | 0.05 | 7,163 | 10.78 | ||||
| 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 | 34,716 | 2.33 | 1,718 | 9.92 | ||||
| 2025-06-13 | NP | 阿尔派全球优质房地产基金 | 109,252 | 5,407 | ||||||
| 2025-07-29 | NP | IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF 股票 | 55,857 | 2.15 | 3,111 | 7.20 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 93,541 | 14.96 | 5,450 | 27.31 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 97 | 73.21 | 6 | 150.00 | ||||
| 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 | 25,358 | 2.57 | 1,255 | 10.10 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,383 | 10.27 | 167 | 18.44 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 24,602 | 3.71 | 1,433 | 14.82 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 21,400 | 0.94 | 1,247 | 11.75 | ||||
| 2025-08-25 | NP | LVHD - 美盛低波动高股息 ETF | 29,405 | 38.76 | 1,713 | 53.77 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 44,198 | 0.98 | 2,575 | 11.82 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 23,735 | 156.54 | 1 | |||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 34,688 | 5.26 | 2,021 | 16.56 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 163,529 | 20.57 | 9,527 | 33.52 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 137 | 144.64 | 8 | 250.00 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 13,493 | 25.05 | 1 | |||||
| 2025-07-11 | 13F | 比特币资本管理公司 | 8,546 | 5.89 | 497 | 17.22 | ||||
| 2025-07-24 | NP | FSMAX - 富达扩展市场指数基金 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 | 416,440 | 0.33 | 23,192 | 5.28 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 26,109 | 16.06 | 1,521 | 28.38 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 26,269 | 63.07 | 1,563 | 84.53 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 64,571 | 7.75 | 3,762 | 19.32 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 31,051 | 5.56 | 1,809 | 17.01 | ||||
| 2025-06-25 | NP | FYC - First Trust 小盘增长 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 | 28,353 | 57.53 | 1,403 | 71.94 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,544,905 | 29.17 | 88,693 | 43.32 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 3,290 | 4.44 | 192 | 15.76 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级 | 50,021 | 400.06 | 2,914 | 453.99 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 9 | 1 | ||||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 6,386 | 1.40 | 372 | 12.39 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 78,600 | 14.24 | 4,579 | 26.53 | |||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 66,814 | 44.18 | 3,893 | 59.70 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 7,048 | 411 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 19,160 | 5.12 | 1,116 | 16.49 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 9,087 | 529 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 6,000 | 12.09 | 351 | 24.91 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 891 | 11.93 | 44 | 22.22 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 14 | 1 | ||||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 925 | 8.82 | 54 | 20.45 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 34,853 | 1.97 | 2 | 100.00 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 3,107 | 0.03 | 181 | 11.04 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 17 | 1 | ||||||
| 2025-07-29 | NP | SSMAX - Siit 中小盘股票基金 - A 类 | 39,690 | 43.29 | 2,210 | 50.34 | ||||
| 2025-06-26 | NP | PQCCX - PGIM QMA 中型核心股票基金 R6 级 | 335 | 13.56 | 17 | 23.08 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 250,265 | 7.44 | 14,580 | 18.98 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 345 | 200.00 | 20 | 233.33 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 6,700 | 9.84 | 390 | 21.88 | |||
| 2025-07-29 | NP | SLPAX - Siit 小盘基金 - A 类 | 16,460 | 5.65 | 917 | 10.90 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,353 | 14.86 | 611 | 23.43 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 661,076 | 25.95 | 38,514 | 39.47 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 43,886 | 3.39 | 2,557 | 14.46 | ||||
| 2025-04-29 | 13F | 奇尔顿资本管理有限公司 | 0 | 0 | ||||||
| 2025-06-25 | NP | FREL - 富达 MSCI 房地产指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,352 | 6.34 | 2,789 | 14.12 | ||||
| 2025-08-05 | 13F | 山丘投资合伙公司 | 28 | 3.70 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 挪威银行 | 945,633 | 55,093 | ||||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 168,430 | 0.63 | 9,856 | 11.67 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 29,479 | 1,717 | ||||||
| 2025-08-14 | 13F | 采石场LP | 886 | 52 | ||||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 6,305 | 367 | 10.21 | |||||
| 2025-06-18 | NP | RRESX - 全球房地产证券基金 S 类 | 41,120 | 198.69 | 2,035 | 194.08 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 29,032 | 1,691 | ||||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,090 | 3.36 | 116 | 8.41 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 231 | 72.39 | 13 | 85.71 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 40,187 | 9.15 | 2,238 | 14.59 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 25,227 | 1,470 | ||||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 6,349 | 29.60 | 370 | 43.58 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 1,047 | 58 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 9,998 | 9.35 | 1 | |||||
| 2025-07-15 | 13F | 第五第三银行 | 1,983 | 2.01 | 116 | 12.75 | ||||
| 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 | 42,808 | 0.11 | 2,384 | 5.02 | ||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 3,283 | 11.93 | 183 | 17.42 | ||||
| 2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 11,550 | 19.57 | 673 | 32.28 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 11,406 | 27.03 | 665 | 40.68 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 8,652 | 117.93 | 504 | 142.31 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 10,771 | 1 | ||||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 28,667 | 3.59 | 1,670 | 14.78 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 10,514 | 7.67 | 520 | 15.56 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 1,171,243 | 0.13 | 68,237 | 10.88 | ||||
| 2025-06-30 | NP | PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF | 9,404 | 158.64 | 465 | 178.44 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 1,229,799 | 12.62 | 71,648 | 24.71 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 21,405 | 2.50 | 1,247 | 13.57 | ||||
| 2025-06-26 | NP | REET - iShares 全球 REIT ETF | 183,585 | 2.36 | 9,086 | 9.88 | ||||
| 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 | 32,062 | 6.50 | 1,587 | 14.35 | ||||
| 2025-08-14 | 13F | Xponance公司 | 8,912 | 1.90 | 519 | 12.83 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 938 | 201.61 | 55 | 237.50 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 11,063 | 54.02 | 645 | 70.82 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 119,227 | 81.38 | 6,946 | 100.87 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 41,000 | 222.83 | 2,389 | 257.49 | |||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 326 | 7.59 | 16 | 23.08 | ||||
| 2025-08-26 | NP | XJH - iShares ESG 筛选标普中盘 ETF | 8,211 | 1.67 | 478 | 12.74 | ||||
| 2025-06-26 | NP | ISCV - iShares Morningstar 小盘价值 ETF | 14,631 | 5.90 | 724 | 13.84 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 1,133 | 61.40 | 0 | |||||
| 2025-08-14 | 13F | 安盛公司 | 13,146 | 215.71 | 766 | 249.32 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 8 | 0 | ||||||
| 2025-07-24 | 13F | IFP 顾问公司 | 2,466 | 92.66 | 144 | 113.43 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 12,021 | 179.23 | 700 | 209.73 | ||||
| 2025-06-30 | NP | VRTPX - Vanguard Real Estate II 指数基金 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 | 488,898 | 0.28 | 24,196 | 7.66 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 房地产证券投资组合 A 类 | 41,126 | 61.10 | 2,396 | 91.53 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 | 12,771 | 6.13 | 632 | 14.08 | ||||
| 2025-07-25 | NP | AFSM - First Trust Active Factor 小盘股 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,611 | 498.88 | 90 | 709.09 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 11,229 | 654 | ||||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 8,001 | 466 | ||||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 4,593 | 268 | ||||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 143,367 | 37.02 | 8,353 | 51.74 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 8,471 | 494 | ||||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 4,459 | 248 | ||||||
| 2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 12,620 | 2.13 | 735 | 13.08 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 3,810 | 222 | ||||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 12,668 | 738 | ||||||
| 2025-07-25 | NP | MIDE - Xtrackers S&P MidCap 400 ESG ETF | 198 | 11 | ||||||
| 2025-08-29 | NP | PMJIX - PIMCO RAE 美国小型基金机构类别 | 185,212 | 54.92 | 10,790 | 71.57 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 | 36,346 | 1.15 | 2,118 | 12.01 | ||||
| 2025-06-30 | NP | SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF | 1,478 | 73 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 25 | 1 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类 | 17,911 | 0.87 | 1,043 | 11.67 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 28,284 | 1.59 | 1,648 | 12.50 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 69,462 | 106.59 | 4,047 | 128.77 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 3,980 | 232 | ||||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 7,806 | 455 | ||||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 风险管理房地产基金机构类 | 16,160 | 193.76 | 941 | 225.61 | ||||
| 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 | 108,519 | 8.40 | 6,043 | 13.76 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 29,866 | 24.17 | 1,740 | 37.55 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 21,281 | 12.10 | 1,240 | 24.15 | ||||
| 2025-07-25 | NP | AFMC - First Trust Active Factor Mid Cap 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 | 8,323 | 155.23 | 464 | 167.63 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 12,581 | 31.12 | 733 | 45.24 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 54,470 | 4.76 | 3,173 | 16.01 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 1,765 | 0 | ||||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 7,102 | 43.47 | 414 | 58.85 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 1,982 | 3.72 | 115 | 15.00 | ||||
| 2025-06-26 | NP | FESIX - 富达 SAI 房地产指数基金 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 | 9,247 | 58.88 | 458 | 70.52 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 148 | 9 | ||||||
| 2025-07-08 | 13F | NBC 证券公司 | 32 | 0 | ||||||
| 2025-08-14 | 13F | 大和证券集团公司 | 183,125 | 57.48 | 11 | 66.67 | ||||
| 2025-06-17 | NP | GRASX - 高盛多经理实物资产策略基金 R6 类股票 | 69,435 | 3,364.82 | 3,436 | 4,141.98 | ||||
| 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 | 38,941 | 5.47 | 2,269 | 16.79 | ||||
| 2025-08-28 | NP | RWR - SPDR(R) 道琼斯 REIT 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 | 161,432 | 10.86 | 9,405 | 22.76 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 248,734 | 5.22 | 14,491 | 16.52 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 592 | 60.00 | 29 | 70.59 | ||||
| 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 | 13,981 | 2.01 | 815 | 12.90 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 38,330 | 113.25 | 2,244 | 136.21 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 4,822 | 3.14 | 281 | 14.29 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 611,508 | 68.11 | 35,626 | 86.16 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 9,408 | 5.26 | 548 | 16.60 | ||||
| 2025-06-13 | NP | AIGYX - 阿伯丁房地产收入与增长基金机构类别 | 14,330 | 709 | ||||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 11,523 | 86.76 | 671 | 107.10 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 扩展市场指数投资组合初始类别 | 4,008 | 6.14 | 234 | 17.68 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 6,367 | 14.37 | 371 | 26.71 | ||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 18,217 | 882.05 | 1,061 | 1,507.58 | ||||
| 2025-08-29 | NP | STXK-Strive 小型股 ETF | 2,332 | 3.41 | 136 | 14.41 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 143 | 8 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 7,201 | 37.61 | 420 | 52.36 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 2,172 | 127 | ||||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 161,474 | 4.21 | 9,407 | 15.39 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 9,703 | 10.88 | 565 | 22.83 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 3,519 | 205 | ||||||
| 2025-08-26 | NP | IJH - iShares 核心标普中盘 ETF | 2,477,561 | 0.33 | 144,343 | 11.11 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 335 | 0.90 | 0 | |||||
| 2025-08-29 | NP | JAJMX - 房地产证券信托资产净值 | 149,909 | 51.79 | 8,734 | 68.10 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 3,655 | 213 | ||||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 8,000 | 354 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 257 | 14 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级 | 7,123 | 1.76 | 415 | 12.50 | ||||
| 2025-08-26 | NP | FOVL - iShares 聚焦价值因子 ETF | 12,831 | 748 | ||||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 14,895 | 75.67 | 868 | 94.39 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 15,141 | 843 | ||||||
| 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 | 1,761 | 10.20 | 103 | 21.43 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 16,985 | 0.87 | 990 | 11.75 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,052 | 501.14 | 61 | 577.78 | ||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 3,751 | 5.96 | 186 | 13.50 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 6,765 | 372 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 16,093 | 27.30 | 938 | 40.90 | ||||
| 2025-06-23 | NP | MDPIX - 中型深度投资者类别 | 278 | 24.11 | 14 | 30.00 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 31,622 | 2.95 | 1,842 | 14.06 | ||||
| 2025-07-24 | NP | HSMNX - Horizon 美国防御性中小盘基金投资者类别 | 8,893 | 5.93 | 495 | 30.26 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 11,178 | 4.42 | 651 | 15.63 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 2,442,003 | 2.75 | 142,271 | 13.79 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 230,601 | 11.14 | 13,435 | 23.07 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 15,534 | 0.65 | 905 | 11.59 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 4,800 | 280 | ||||||
| 2025-06-18 | NP | RTSSX - 税收管理的美国中小型基金 S 级 | 21,427 | 4.07 | 1,060 | 11.70 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 5,726 | 43.98 | 334 | 59.33 | ||||
| 2025-06-27 | NP | HAMVX - 港湾中盘价值基金机构级 | 26,700 | 1,321 | ||||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 20 | 25.00 | 1 | |||||
| 2025-08-22 | NP | RRGAX - DWS RREEF 全球房地产证券基金 A 类 | 39,518 | 0.09 | 2,302 | 10.83 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,073 | 49.86 | 63 | 67.57 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 53,059 | 0.67 | 3,091 | 11.51 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 162 | 9 | ||||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 506,548 | 0.45 | 29,511 | 11.24 | ||||
| 2025-06-24 | NP | GQRE - FlexShares 全球优质房地产指数基金 | 43,758 | 1.96 | 2,166 | 9.45 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 12,091 | 46.77 | 598 | 57.78 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 380 | 7.65 | 0 | |||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 29 | 3.57 | 0 | |||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 85,598 | 11.81 | 4,987 | 23.81 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 5,105 | 297 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 10,951 | 23.59 | 638 | 36.91 | ||||
| 2025-03-25 | NP | BLACKROCK FUNDS - 贝莱德房地产证券基金投资者 A 股 | 129,453 | 16.39 | 5,968 | 18.25 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 2,591 | 99.92 | 151 | 163.16 | ||||
| 2025-06-25 | NP | USRT - iShares 核心美国 REIT ETF | 189,205 | 4.21 | 9,364 | 11.88 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 121,549 | 3.08 | 7,082 | 14.15 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 2,606 | 6.93 | 152 | 17.97 | ||||
| 2025-07-29 | NP | JIREX - 房地产证券基金 1 类 | 102,228 | 27.68 | 5,693 | 33.98 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 房地产投资组合 IB 级 | 1,472 | 1.73 | 86 | 11.84 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 中盘指数基金 (I) | 88,474 | 3.32 | 5,154 | 14.41 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 82,262 | 10.99 | 4,793 | 22.90 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 1,215 | 1.17 | 71 | 11.11 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 中盘指数基金 I 类 | 31,961 | 2.67 | 1,862 | 13.74 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 9,218 | 537 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 5,671 | 330 | ||||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 10 | 1 | ||||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 34,239 | 21.62 | 1,694 | 30.61 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 1,975 | 5.56 | 115 | 17.35 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 26,158 | 16.54 | 1,524 | 29.07 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 442 | 0.23 | 26 | 8.70 | ||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 11,711 | 1.70 | 682 | 12.73 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 1,297 | 8.90 | 76 | 20.97 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 84,957 | 216.11 | 4,950 | 250.25 | ||||
| 2025-06-26 | NP | IRET - iREIT(R) - MarketVector 优质房地产投资信托指数 ETF | 2,866 | 142 | ||||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 11,308 | 1.44 | 659 | 12.29 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 2,116,384 | 12.88 | 123,301 | 25.00 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 62,008 | 6.70 | 3,613 | 18.16 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 19 | 5.56 | 1 | |||||
| 2025-06-26 | NP | DFAR - 维度美国房地产 ETF | 79,298 | 8.49 | 3,924 | 16.47 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 22,382 | 1,304 | ||||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 164,437 | 79.37 | 10 | 125.00 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 5,883 | 20.55 | 343 | 33.59 | ||||
| 2025-08-28 | NP | SMMD - iShares Russell 2500 ETF | 17,334 | 3.75 | 1,010 | 14.79 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/景顺全球房地产基金 (a) | 171,863 | 32.13 | 10,013 | 58.90 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 727 | 4.45 | 42 | 16.67 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 1,293,458 | 2.85 | 75 | 13.64 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 15,873 | 1,681.48 | 786 | 1,146.03 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 28,585 | 3.72 | 1,665 | 14.91 | ||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 4,984 | 3.36 | 290 | 14.62 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 6,094 | 1.62 | 355 | 12.70 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 12,419 | 0.91 | 724 | 11.75 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 2,213 | 8.16 | 0 | |||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 145,054 | 66.04 | 8,451 | 88.20 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 877,057 | 6.76 | 51,097 | 18.23 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 189,927 | 244.00 | 11,065 | 281.03 | ||||
| 2025-06-26 | NP | PURCX - PGIM 全球房地产基金 C 类 | 256,768 | 2,829.14 | 12,707 | 3,479.44 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 13,266 | 192.46 | 773 | 224.37 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 180,000 | 26.32 | 10,487 | 39.89 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 171,600 | 12.52 | 9,997 | 24.60 | |||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,164 | 43.77 | 709 | 59.10 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 2,805 | 14.40 | 156 | 20.00 | ||||
| 2025-08-14 | 13F | 道富银行 | 4,009,669 | 1.69 | 234,760 | 12.55 | ||||
| 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 | 3,509 | 57.21 | 174 | 71.29 | ||||
| 2025-06-26 | NP | JHSC - 约翰汉考克多因素小盘股 ETF | 14,868 | 736 | ||||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 22,199 | 2.19 | 1,293 | 13.22 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 15,100 | 880 | ||||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,146 | 3.20 | 1,294 | 10.80 | ||||
| 2025-05-22 | NP | ROSC - 哈特福德多因素小盘股 ETF | 2,352 | 69.09 | 124 | 101.64 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 92,973 | 0.87 | 5,417 | 11.69 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 200 | 12 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 80,801 | 17.37 | 4,707 | 29.99 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 534,678 | 2.22 | 31,150 | 13.19 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 9,405 | 0.25 | 548 | 10.95 | ||||
| 2025-05-30 | NP | NIXT - 研究附属机构删除 ETF | 6,491 | 12.83 | 341 | 34.25 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 48,024 | 69.82 | 2,798 | 88.10 | ||||
| 2025-07-14 | 13F | 健全管理有限责任公司 | 10,922 | 94.13 | 636 | 115.59 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 5,740 | 276.64 | 320 | 298.75 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 4,321 | 4.96 | 252 | 37.91 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 108,360 | 3.21 | 6,313 | 14.30 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 8,774 | 11.70 | 511 | 23.73 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 150,332 | 340.44 | 8,758 | 387.91 | ||||
| 2025-08-07 | 13F | 鼎石金融服务 | 3,569 | 208 | ||||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 1,482 | 4.15 | 86 | 16.22 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 13,353 | 2.83 | 778 | 13.76 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 102,761 | 643.67 | 5,987 | 724.52 | ||||
| 2025-08-12 | 13F | 美国APG资产管理公司 | 287,278 | 88.10 | 16,791 | 110.07 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 98,486 | 8.05 | 5,738 | 19.65 | ||||
| 2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 24,970 | 236.02 | 1,236 | 261.11 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 1,166,512 | 189.95 | 67,961 | 221.10 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 9,036 | 526 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 61,216 | 51.94 | 3,566 | 68.29 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 2,878 | 153.57 | 168 | 203.64 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 80,804 | 13.41 | 4,708 | 25.59 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 30,735 | 86.39 | 1,639 | 100.61 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 12 | 1 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 63,522 | 3,144 | ||||||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 58,020 | 1.94 | 2,871 | 9.45 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 16,819 | 9.88 | 980 | 21.61 | ||||
| 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 | 559 | 115.83 | 33 | 146.15 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 62,330 | 0.84 | 3,631 | 11.69 | ||||
| 2025-05-28 | NP | JMEE - 摩根大通市场扩张增强型股票 ETF | 14,636 | 10.37 | 770 | 31.01 | ||||
| 2025-07-28 | NP | BBRE - 摩根大通 BetaBuilders MSCI 美国 REIT ETF | 68,833 | 0.01 | 3,833 | 4.96 | ||||
| 2025-07-25 | NP | NTIAX - 哥伦比亚中盘指数基金 A 类 | 64,533 | 0.80 | 3,594 | 5.77 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 4,368 | 756.47 | 254 | 916.00 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 5,413 | 315 | ||||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 92,384 | 6.55 | 5,382 | 18.00 | ||||
| 2025-07-25 | NP | SCHH - 嘉信美国 REIT 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 | 463,413 | 6.69 | 25,807 | 11.96 | ||||
| 2025-07-30 | NP | SMIZ - Zacks 中小型股 ETF | 18,060 | 133.33 | 1,006 | 217.03 | ||||
| 2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 4,003 | 2.04 | 233 | 13.11 | ||||
| 2025-08-19 | 13F | MRP 资本投资有限责任公司 | 6,115 | 15.46 | 356 | 28.06 | ||||
| 2025-08-07 | 13F | PFG顾问 | 38,932 | 0.07 | 2,268 | 10.85 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 9,668,961 | 1.43 | 563,314 | 12.32 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 15,054 | 877 |
