机构和基金投资人持股 - 买家
在壳牌公司 - 存托凭证（普通股）中开设新头寸的主要持有者包括 AWSHX - 华盛顿共同投资者基金 A 类, PMACX - 胜利先锋多元资产收益基金C类, FVD - 第一信托价值线股息指数基金, CSM 顾问有限责任公司, FBLAX - 富兰克林管理收益基金 A 类, PCITX - 胜利先锋国际股票基金C类, Glenmede投资管理有限公司, 正交资本有限公司, 海特对冲资产管理有限责任公司, Corigliano 投资顾问有限责任公司, 德克萨斯州永久学校基金, 汇丰控股有限公司, Tableaux 有限责任公司, JAKWX - 约翰汉考克纪律价值全球多空基金类别资产净值, PCBCX - 胜利先锋平衡基金C类, 霍兰财富有限责任公司, 德克萨斯州金斯顿资本合伙有限公司, 石灰石投资顾问有限公司, 汇丰控股有限公司, 和 法灵顿资本有限公司 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 3,335 | 19.11 | 235 | 14.15 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 5,102 | 11.89 | 359 | 7.49 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 5,380 | 22.83 | 379 | 18.13 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 1,542 | 4.61 | 109 | 0.00 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 593,888 | 17.51 | 41,816 | 12.90 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 36,045 | 2 | ||||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 63,325 | 5.65 | 4,459 | 1.50 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 8,030 | 4.30 | 565 | 0.18 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 62,249 | 26.31 | 4 | 33.33 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 68,835 | 22.62 | 4,847 | 17.82 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 3,964 | 0.81 | 279 | -3.12 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 29,548 | 0.13 | 2,080 | -3.79 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 10,594 | 7.89 | 746 | 3.62 | ||||
| 2025-08-06 | 13F | ZEGA 投资有限责任公司 | 3,177 | 0.44 | 224 | -3.46 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 389,595 | 3.76 | 27,431 | -0.31 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 34,514 | 76.68 | 2,430 | 69.81 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 17,380 | 3.16 | 1,224 | -0.89 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 1,102,159 | 113.84 | 77,603 | 105.47 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | 8,450 | 595 | ||||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 1,612,977 | 113,681 | ||||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 109,483 | 4.29 | 7,709 | 0.19 | ||||
| 2025-08-07 | 13F | 塔西塔资本公司 | 753 | 133.13 | 53 | 130.43 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 48,187 | 47.98 | 3,393 | 42.16 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | Call | 20,000 | 1,444 | |||||
| 2025-08-12 | 13F | 17 资本合伙公司 | 3,469 | 0.99 | 244 | -1.21 | ||||
| 2025-06-23 | NP | UEPIX - 欧洲 30 深度投资者类别 | 1,848 | 74.01 | 119 | 72.46 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 4,103 | 2.58 | 289 | -1.71 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 6,743 | 24.78 | 475 | 20.00 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 9,906 | 26.92 | 726 | 48.57 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 6,492 | 0.11 | 457 | -3.79 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 126,300 | 3.86 | 8,893 | -0.21 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 16,570 | 70.49 | 1,167 | 64.46 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 16,433 | 280.22 | 1,157 | 266.14 | ||||
| 2025-06-26 | NP | FNDMX - 富达系列可持续非美国发达市场基金 | 646 | 56.42 | 42 | 215.38 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 11,224 | 1.46 | 790 | -2.47 | ||||
| 2025-06-25 | NP | EIPX - FT Energy Income Partners 策略 ETF | 264,912 | 3.44 | 17,082 | 1.29 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 71,711 | 8.92 | 5,049 | 4.66 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 3,069 | 13.37 | 216 | 9.09 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 98,803 | 131.74 | 6,957 | 122.66 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 2,167,998 | 8.95 | 152,649 | 4.68 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 508 | 0.20 | 36 | -5.41 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 11,479 | 22.61 | 808 | 17.78 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 4,599 | 0.50 | 324 | -3.58 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 19,903 | 0.58 | 1,401 | -3.38 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 5,727 | 403 | ||||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 279,728 | 10.83 | 19,696 | 6.49 | ||||
| 2025-07-22 | 13F | SOL资本管理公司 | 15,230 | 0.28 | 1 | 0.00 | ||||
| 2025-07-25 | NP | AIWEX - 世界能源基金机构 | 54,952 | 57.22 | 3,639 | 54.35 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 111,107 | 257.04 | 7,823 | 243.11 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 1,993,500 | 94.60 | 140,362 | 86.98 | |||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 23,919 | 1.98 | 1,684 | -1.98 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,000,400 | 0.58 | 70,438 | -3.36 | |||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 28,940 | 42.39 | 2,038 | 36.80 | ||||
| 2025-08-26 | NP | NQVAX - Nuveen NWQ 多股价值基金 - A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 267,760 | 1.38 | 18,853 | -2.59 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 1,460 | 394.92 | 103 | 436.84 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 967,979 | 4.64 | 68,155 | 0.54 | ||||
| 2025-08-14 | 13F | 经常性投资顾问有限责任公司 | 52,591 | 0.97 | 1,349 | -7.29 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 532,554 | 37,497 | ||||||
| 2025-07-21 | 13F | 山顶国家银行 | 22,946 | 5.98 | 1,616 | 19.10 | ||||
| 2025-08-26 | NP | Profunds - Profunds 欧洲 30 国集团副总裁 | 10,354 | 2.99 | 729 | -0.95 | ||||
| 2025-06-26 | NP | FNKLX - 富达系列价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,882,500 | 0.93 | 250,344 | -1.17 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 317,512 | 2.55 | 22,356 | -1.47 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 8,733 | 17.60 | 615 | 12.87 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 3,910 | 1.30 | 275 | -2.48 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 2,372 | 1.80 | 157 | 0.00 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 4,729 | 1.87 | 333 | -2.35 | ||||
| 2025-07-17 | 13F | 朱红财富管理有限公司 | 721 | 0.70 | 51 | -3.85 | ||||
| 2025-08-08 | 13F | 协作财富管理公司 | 9,104 | 0.09 | 641 | -3.75 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 8,304 | 150.42 | 585 | 140.33 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 23,216 | 0.22 | 1,635 | -3.71 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 26 | 2 | ||||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 24,319 | 5.69 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 安佳资本顾问有限公司 | 267,854 | 0.01 | 18,860 | -3.90 | ||||
| 2025-08-14 | 13F | 奥比斯艾伦格雷有限公司 | 7,333,663 | 13.59 | 516,363 | 9.14 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 21,399 | 1,507 | ||||||
| 2025-08-13 | 13F | SCP投资有限合伙人 | 16,800 | 6.33 | 1,183 | 2.16 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 20,785 | 9.94 | 1,340 | 7.72 | ||||
| 2025-08-07 | 13F | 退休投资顾问公司 | 3,130 | 6.35 | 220 | -3.93 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 932 | 6.51 | 66 | 1.56 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 12,711 | 0.20 | 895 | -3.77 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 5,058 | 18.12 | 356 | 13.74 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 37,693 | 84.98 | 3 | 100.00 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 334,111 | 24 | ||||||
| 2025-07-29 | NP | RBB FUND, INC. - 水瓶座国际基金 | 88,143 | 925.51 | 5,837 | 1,947.72 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 6,217 | 7.45 | 438 | 3.31 | ||||
| 2025-07-30 | 13F | 优势信托公司 | 229 | 16 | ||||||
| 2025-08-14 | 13F | 塞伊投资公司 | 264,922 | 22.33 | 18,653 | 17.54 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 3,072 | 8.74 | 216 | 4.35 | ||||
| 2025-08-08 | 13F | 尼克松皮博迪信托公司 | 94,087 | 19.51 | 6,625 | 14.82 | ||||
| 2025-08-14 | 13F | Potomac 基金管理公司 /adv | 27,724 | 3.38 | 1,959 | 13.04 | ||||
| 2025-08-26 | NP | 贝莱德能源与资源信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 539,841 | 7.17 | 38,010 | 2.97 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 1,332 | 4.47 | 94 | 0.00 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 8,541 | 12.26 | 601 | 7.90 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 218,821 | 3.45 | 15 | 0.00 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 417,600 | 5.84 | 29,403 | 1.70 | ||||
| 2025-08-08 | 13F | 创意策划 | 353,650 | 3.18 | 24,901 | -0.86 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 5,410 | 10.18 | 381 | 5.85 | ||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 1,054 | 0.67 | 74 | 5.71 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 2,850 | 201 | ||||||
| 2025-07-30 | NP | APIE - ActivePassive国际股票ETF | 130,366 | 0.17 | 8,633 | -1.67 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 204,700 | 14,413 | |||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 151,522 | 4.03 | 10,669 | -0.05 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 15,043 | 216.43 | 1,059 | 204.31 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 327,400 | 178.88 | 23,052 | 167.95 | |||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 2,949 | 208 | ||||||
| 2025-06-26 | NP | Dfa Investment Trust Co - Dfa 国际价值系列 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 | 8,154,062 | 2,550.37 | 525,774 | 5,105.16 | ||||
| 2025-07-24 | NP | FADAX - 富达顾问股息增长基金 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 | 302,900 | 9.23 | 20,058 | 7.23 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 933,527 | 4.26 | 65,746 | 0.28 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 11,300 | 10.88 | 796 | 6.57 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 1,315,449 | 1.34 | 92,621 | -2.63 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 3,293 | 0.12 | 232 | -4.15 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 4,740 | 4.66 | 334 | 0.60 | ||||
| 2025-08-15 | 13F | 海耶克卡伦投资管理公司 | 14,000 | 12.79 | 1 | |||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 21,726 | 1,592 | ||||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 40,290 | 4.79 | 2,668 | 2.89 | ||||
| 2025-07-16 | 13F | 伊斯托弗投资顾问有限责任公司 | 106,097 | 1.34 | 7,470 | -2.63 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 72,679 | 170.40 | 5,117 | 159.88 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 7,670 | 0.05 | 540 | -3.74 | ||||
| 2025-08-06 | 13F | 南州公司 | 84,557 | 0.68 | 5,954 | -3.27 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 102 | 277.78 | 7 | 600.00 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 182,830 | 0.55 | 12,873 | -3.38 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 7,272 | 10.18 | 512 | 6.00 | ||||
| 2025-08-26 | NP | BGEAX - BRANDES 全球股票基金 A 类 | 20,431 | 6.18 | 1,439 | 1.99 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 5,348 | 0.77 | 377 | -3.09 | ||||
| 2025-08-26 | NP | FTQI - First Trust 对冲 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 | 17,630 | 4.36 | 1,241 | 0.32 | ||||
| 2025-07-28 | NP | AVIV - Avantis 国际大盘价值 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 | 200,677 | 21.01 | 13,289 | 18.78 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 48,776 | 3,434 | ||||||
| 2025-08-05 | 13F | 美国资产投资管理有限公司 | 286,000 | 29.41 | 20,137 | 24.35 | ||||
| 2025-07-15 | 13F | 真正的独立有限责任公司 | 78,301 | 0.09 | 5,513 | -3.82 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 4,207 | 2.26 | 296 | -1.66 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 739 | 14.93 | 52 | 10.64 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 11,642 | 820 | ||||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 9,659 | 35.56 | 680 | 52.47 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 3,024 | 7.04 | 0 | |||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林收入焦点 ETF | 81,120 | 20.71 | 5,712 | 15.98 | ||||
| 2025-06-26 | NP | DFIEX - 国际核心股票投资组合 - 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 | 4,241,504 | 188.12 | 273,492 | 465.81 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 4,272 | 6.61 | 301 | 2.39 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 26,392,845 | 3.45 | 1,858,320 | -0.60 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 5,855 | 8.47 | 412 | 4.30 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 45 | 2.27 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 864,200 | 44.16 | 60,848 | 38.51 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 234 | 107.08 | 16 | 100.00 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 4,261 | 300 | ||||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 46,131 | 9.72 | 3,248 | 5.45 | ||||
| 2025-06-26 | NP | DXIV - Dimensional International Vector 股票 ETF | 9,142 | 9.33 | 589 | 7.09 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 23,314 | 247.66 | 1,642 | 234.22 | ||||
| 2025-08-14 | 13F | 梅里韦瑟投资管理有限合伙人 | 2,446,621 | 2.72 | 172,267 | -1.30 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 5,126 | 68.90 | 361 | 62.16 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 36,157 | 2.25 | 2,546 | -1.78 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 4,513 | 2.34 | 318 | -1.86 | ||||
| 2025-08-11 | 13F | 波林资本管理有限责任公司 | 17,223 | 1,213 | ||||||
| 2025-06-20 | NP | ABLD - Donoghue Forlines 收益增强型实物资产 ETF | 44,384 | 1,243.34 | 2,862 | 1,218.43 | ||||
| 2025-08-29 | NP | DIVGX - Guardian 股息增长基金 I 类 | 17,285 | 22.19 | 1,217 | 17.47 | ||||
| 2025-08-26 | NP | PPI - AXS Astoria 通胀敏感 ETF | 23,223 | 1,635 | ||||||
| 2025-08-12 | 13F | 阿维索金融公司 | 43,481 | 5.62 | 3,061 | 1.49 | ||||
| 2025-07-10 | 13F | 白翼财富管理 | 3,692 | 260 | ||||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 8,659 | 0.10 | 610 | -3.79 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 68,970 | 172.61 | 4,856 | 162.06 | ||||
| 2025-08-13 | 13F | Flow Traders 美国有限公司 | 18,502 | 1 | ||||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 24,530 | 0.51 | 1,727 | -3.41 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 1,647 | 0.43 | 116 | -4.17 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 7,070 | 68.53 | 498 | 61.89 | ||||
| 2025-08-06 | 13F | 霍兰证券公司 | 3,112 | 2.60 | 219 | -1.35 | ||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 24,705 | 1.41 | 1,739 | -2.58 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 13,745 | 968 | ||||||
| 2025-06-26 | NP | LCFLX - Lord Abbett 专注于大盘价值基金 C 类 | 14,454 | 3.88 | 932 | 1.64 | ||||
| 2025-07-24 | 13F | 美国环球投资公司 | 11,000 | 120.00 | 775 | 111.48 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 17,196 | 13.72 | 1,211 | 9.21 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 7,674 | 1.20 | 540 | -2.70 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 17,112 | 199.32 | 1,205 | 188.04 | ||||
| 2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 6,060 | 2.04 | 427 | -2.07 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 11,093 | 18.78 | 781 | 14.18 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 4,103 | 1.28 | 301 | 18.58 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 43,283 | 2.38 | 3,048 | -1.61 | ||||
| 2025-06-26 | NP | DFIV - 维度国际价值ETF | 4,821,967 | 11.35 | 310,920 | 9.03 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 24,418 | 26.04 | 1,719 | 21.14 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 125 | 1.63 | 9 | -11.11 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 18,324 | 0.66 | 1,290 | -3.23 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 16,378 | 2.17 | 1,153 | -1.79 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 73,718 | 598.09 | 5,190 | 571.41 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 6,112 | 0.03 | 430 | -3.80 | ||||
| 2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 4,517 | 1.10 | 318 | -2.75 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 3,769 | 10.95 | 265 | 6.85 | ||||
| 2025-08-11 | 13F | 嘉民金融公司 | 4,054 | 11.80 | 285 | 7.55 | ||||
| 2025-06-26 | NP | FDGFX - 富达股息增长基金 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 | 1,277,700 | 19.52 | 82,386 | 17.04 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 8,159 | 42.39 | 598 | 66.76 | ||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 26,895 | 11.19 | 1,894 | 6.83 | ||||
| 2025-07-30 | 13F | 舒尔霍夫公司 | 11,602 | 4.36 | 817 | 0.25 | ||||
| 2025-07-15 | 13F | 奥克纳斯合伙人财富管理有限责任公司 | 3,029 | 0.10 | 213 | -3.62 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 10,824 | 2.60 | 782 | 12.54 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 6,891 | 0.88 | 485 | -3.00 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 5,461,854 | 3.33 | 384,569 | -0.71 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 8,360 | 589 | ||||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 8,080 | 27.10 | 569 | 22.15 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 5,861 | 2.50 | 413 | -1.67 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 58 | 4 | ||||||
| 2025-08-14 | 13F | Synovus金融公司 | 140,945 | 5.56 | 9,924 | 1.43 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 12,502 | 0.68 | 880 | -3.19 | ||||
| 2025-07-18 | 13F | 山猫投资咨询 | 5,019 | 0.46 | 353 | -3.55 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 18,355 | 1.24 | 1,292 | 2.87 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 7,798 | 192.06 | 516 | 165.98 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 61,946 | 19.30 | 4,362 | 14.64 | ||||
| 2025-07-31 | 13F | 圣天诺信托公司Lba | 27,750 | 0.84 | 2 | -50.00 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 2,686,434 | 9.15 | 189,152 | 4.87 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 3,400 | 17.24 | 239 | 12.74 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 6,932 | 2.77 | 488 | -1.21 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 11 | 1 | ||||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 137,086 | 5.53 | 9,652 | 1.40 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 155,336 | 10,934 | ||||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 95 | 7 | ||||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 867 | 15.91 | 63 | 29.17 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 228 | 68.89 | 16 | 77.78 | ||||
| 2025-06-26 | NP | FFEIX - Nuveen 股息价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 744,662 | 19.32 | 48,016 | 16.84 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 53,175 | 7.67 | 3,565 | 9.70 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 4,232 | 0.31 | 298 | -3.88 | ||||
| 2025-06-26 | NP | FLRAX - Nuveen 大盘精选基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,729 | 369 | ||||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 275,700 | 212.94 | 19,412 | 200.73 | |||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 166 | 12 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 6,025 | 7.72 | 424 | 3.67 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 9,985 | 18.73 | 703 | 14.12 | ||||
| 2025-07-29 | NP | PJFV - PGIM Jennison 聚焦价值 ETF | 8,501 | 13.02 | 563 | 10.85 | ||||
| 2025-08-14 | 13F | Corigliano 投资顾问有限责任公司 | 84,500 | 5,950 | ||||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 11,971 | 3.59 | 843 | -0.47 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 4,273 | 9.76 | 301 | 5.26 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 290,254 | 7.31 | 20,437 | 3.11 | ||||
| 2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 781,800 | 0.93 | 55,047 | -3.02 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 2,961 | 0.14 | 208 | -3.70 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 68,817 | 8.55 | 4,845 | 5.62 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 475 | 33 | ||||||
| 2025-08-07 | 13F | PFG顾问 | 5,261 | 33.09 | 370 | 28.03 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 41,154 | 4.49 | 2,898 | 0.38 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 1,854,173 | 1.82 | 130,554 | -2.17 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 166,236 | 10.08 | 11,725 | 5.91 | ||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 107 | 0.94 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | 36,000 | 2,535 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 160,867 | 28.30 | 11,415 | 25.13 | ||||
| 2025-07-29 | NP | PCITX - 胜利先锋国际股票基金C类 | 228,777 | 15,150 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 12,335 | 11.85 | 869 | 7.43 | ||||
| 2025-08-11 | 13F | 埃勒昆资本有限责任公司 | Put | 5,000 | 352 | |||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,352,722 | 47.06 | 165,655 | 41.30 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 6,773 | 9.56 | 477 | 5.08 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 500 | 25.00 | 35 | 20.69 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 24,452 | 4.02 | 1,722 | -0.06 | ||||
| 2025-08-11 | 13F | 塞拉资本有限责任公司 | 31,266 | 1.79 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 10,446 | 19.14 | 735 | 14.49 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 3,186 | 1.85 | 224 | -2.18 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 3,453 | 243 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 24,425 | 12.70 | 1,720 | 8.25 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 136,059 | 51.91 | 9,580 | 45.95 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 17,735 | 12.75 | 1,249 | 8.33 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 75,731 | 38.10 | 5 | 25.00 | ||||
| 2025-04-29 | NP | INVYX - 先锋国际股票基金：Y 类 | 287,976 | 1.52 | 19,427 | 5.78 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 7,929 | 18.06 | 558 | 13.41 | ||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 29,203 | 1.13 | 2,056 | -2.84 | ||||
| 2025-07-10 | 13F | 信任点公司 | 10,644 | 6.86 | 749 | 2.74 | ||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 144,033 | 2.65 | 10,141 | -1.37 | ||||
| 2025-08-14 | 13F | VPR管理有限责任公司 | 5,000 | 352 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 7,164 | 13.75 | 504 | 9.33 | ||||
| 2025-08-14 | 13F | 七英里咨询 | 5,572 | 3.26 | 392 | -0.76 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 34,262 | 10.88 | 2,412 | 6.54 | ||||
| 2025-07-29 | 13F | 康芒斯资本有限公司 | 11,000 | 775 | ||||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 3,488 | 2.62 | 246 | -1.61 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 9,400 | 1.44 | 662 | -2.65 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 4,736 | 3.07 | 333 | -0.89 | ||||
| 2025-07-07 | 13F | TruWealth 顾问有限责任公司 | 332,544 | 2.60 | 23,415 | -1.41 | ||||
| 2025-08-05 | 13F | 百富勤资产顾问公司 | 6,635 | 13.23 | 467 | 8.86 | ||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 14,436 | 13.79 | 1,016 | 9.36 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 24,304 | 4.85 | 1,711 | 0.77 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 11,059 | 779 | ||||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 12,285 | 4.01 | 884 | 25.25 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 5,089 | 20.94 | 368 | 33.45 | ||||
| 2025-08-27 | NP | TIQIX - Touchstone Global ESG Y 类股票基金 | 453,997 | 26.63 | 31,966 | 21.67 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 8,227 | 21.90 | 590 | 19.43 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 2,000 | 141 | |||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 40,638 | 6.79 | 2,861 | 2.62 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 152,438 | 6,941.02 | 2 | -98.73 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 928 | 67 | ||||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 11,953 | 0.36 | 842 | -3.56 | ||||
| 2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 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 | 390,300 | 19.36 | 26,330 | 24.38 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 38,878 | 88.93 | 2,507 | 271.26 | ||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 1,200 | 84 | ||||||
| 2025-06-25 | NP | EICVX - EIC 价值基金 A 类 | 75,700 | 13.62 | 4,881 | 11.26 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 465,000 | 33,006 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 104,600 | 7,425 | |||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 7,432 | 20.01 | 1 | |||||
| 2025-08-12 | 13F | 加勒特财富咨询集团有限责任公司 | 22,678 | 0.00 | 1,597 | -3.91 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 46,287 | 3,285 | ||||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 129,953 | 2.53 | 9 | 0.00 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 8,494 | 1.19 | 598 | -2.76 | ||||
| 2025-07-15 | 13F | 克拉鲁斯集团公司 | 3,309 | 0.30 | 233 | -3.73 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 4,360 | 311 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 130,309 | 2.08 | 9,180 | -1.87 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 5,530 | 389 | ||||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 342,211 | 1.40 | 24,095 | -2.56 | ||||
| 2025-07-24 | 13F | Brücke Financial, Inc. | 10,512 | 0.50 | 740 | 9.79 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 8,620 | 6.99 | 607 | 2.71 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 276 | 0.73 | 19 | -5.00 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 25,772 | 0.25 | 1,815 | -3.66 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 6,535 | 32.45 | 460 | 27.42 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 7 | 0 | ||||||
| 2025-08-14 | 13F | 家族管理公司 | 66,208 | 1,582.97 | 4,662 | 1,518.40 | ||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 237,616 | 0.82 | 16,731 | -3.13 | ||||
| 2025-06-27 | NP | PMACX - 胜利先锋多元资产收益基金C类 | 1,165,541 | 75,154 | ||||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 4,933 | 347 | ||||||
| 2025-08-21 | NP | PSPFX - 全球资源基金 | 11,000 | 120.00 | 775 | 111.48 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,890 | 9.25 | 133 | 5.56 | ||||
| 2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 7,550 | 2.15 | 532 | -1.85 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 10,164 | 3.44 | 716 | -0.69 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 21,025 | 7.67 | 1,480 | 3.50 | ||||
| 2025-07-09 | 13F | 主要客户信托顾问有限责任公司 | 4,518 | 3.15 | 318 | -0.62 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 92 | 43.75 | 6 | 50.00 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 64,926 | 6.20 | 4,758 | 24.20 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 28,599 | 2,014 | ||||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 8,374 | 590 | ||||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 12,761 | 1,540.23 | 845 | 1,408.93 | ||||
| 2025-07-08 | 13F | 下一级私人有限责任公司 | 17,046 | 0.35 | 1,200 | -3.54 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 1,022,700 | 43.26 | 72,008 | 37.65 | |||
| 2025-08-07 | 13F | 唤起财富有限公司 | 12,748 | 9.67 | 898 | 5.41 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 6,040 | 3.16 | 425 | -0.93 | ||||
| 2025-07-11 | 13F | 比特币资本管理公司 | 25,167 | 3.32 | 1,772 | -0.67 | ||||
| 2025-08-14 | 13F | 中西一金融集团有限公司 | 18,830 | 0.47 | 1,326 | -3.50 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 40,512 | 0.25 | 2,852 | -3.68 | ||||
| 2025-08-12 | 13F | 武尔夫汉森公司 | 5,611 | 395 | ||||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 4,010 | 282 | ||||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 157,535 | 26.49 | 11,092 | 21.54 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 1,379 | 22.14 | 97 | 18.29 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 10,296 | 725 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 183,944 | 12,951 | ||||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 3,010 | 218 | ||||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 384 | 43.28 | 27 | 42.11 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 17,674 | 2.72 | 1,244 | -1.27 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 36,567 | 0.53 | 2,575 | -3.41 | ||||
| 2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,567,700 | 2.45 | 462,432 | -1.56 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 3,728 | 0.08 | 262 | -3.68 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 31,436 | 9.01 | 2,213 | 4.73 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 25,385 | 2.42 | 1,787 | -1.60 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 3,779 | 0.08 | 266 | -3.62 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 73,706 | 5.43 | 5,190 | 1.29 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 4,028 | 0.47 | 284 | -3.41 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 110 | 8 | ||||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 6,761 | 16.99 | 476 | 12.53 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 442 | 31 | ||||||
| 2025-08-13 | 13F | 远见全球投资者公司 | 168,990 | 0.33 | 11,899 | -3.60 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 3,400 | 239 | |||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 38,541 | 13.59 | 2,714 | 22.93 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 59,278 | 0.17 | 4,174 | -3.76 | ||||
| 2025-07-10 | 13F | 阿克菲尔德财富策略有限责任公司 | 6,218 | 0.66 | 434 | 10.15 | ||||
| 2025-07-30 | 13F | 道德公司 | 9,685 | 33.77 | 687 | 30.11 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 19,610 | 1.49 | 1,406 | 0.29 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 391,909 | 2.97 | 27,594 | -1.06 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 16,020 | 1.26 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 3,105 | 21.10 | 219 | 16.58 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 3,655 | 257 | ||||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 3,276 | 16.92 | 231 | 12.20 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 18,977 | 23,621.25 | 674 | -4.26 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 3,484 | 2.47 | 252 | 13.06 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 35,445 | 1.14 | 2,496 | -2.84 | ||||
| 2025-07-07 | 13F | RDA金融网络 | 4,458 | 0.47 | 314 | -3.69 | ||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 820,762 | 1.00 | 57,790 | -2.96 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 8,367 | 41.81 | 589 | 36.34 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 8,481 | 3.59 | 597 | -0.33 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 5,113 | 3.63 | 360 | -0.28 | ||||
| 2025-08-13 | 13F | 哈特里合伙人有限合伙人 | 15,000 | 1,056 | ||||||
| 2025-06-26 | NP | FFLV - 富达基本面大盘价值 ETF | 2,989 | 58.15 | 193 | 54.84 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 105,129 | 89.60 | 7,402 | 82.18 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 221,764 | 54.01 | 15,615 | 47.97 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 6,515 | 18.22 | 459 | 13.65 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 5,629 | 2.09 | 396 | -1.98 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 6,525,591 | 8.17 | 459,467 | 3.93 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 10,039 | 51.72 | 707 | 45.87 | ||||
| 2025-08-27 | NP | NAIGX - Nuveen NWQ 国际价值基金 - A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 63,033 | 6.33 | 4,438 | 2.16 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 110,144 | 1,853.95 | 7,755 | 1,777.72 | ||||
| 2025-07-29 | 13F | 乌尔曼普莱斯证券有限责任公司 | 3,987 | 0.15 | 281 | -3.78 | ||||
| 2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 608,425 | 22.88 | 42,839 | 18.07 | ||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 13,275 | 0.16 | 935 | -3.81 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 5,940 | 46.70 | 418 | 41.22 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 6,501,855 | 419,240 | ||||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 4,745 | 0.53 | 334 | -3.47 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 国际价值基金 | 346,564 | 14,244.54 | 24,402 | 27,628.41 | ||||
| 2025-07-24 | 13F | M1资本管理有限责任公司 | 3,133 | 5.77 | 221 | 1.38 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 12,261 | 10.15 | 863 | 5.89 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 9,422 | 35.65 | 663 | 30.51 | ||||
| 2025-06-26 | NP | FIVLX - 富达国际价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 925,700 | 11.01 | 59,689 | 8.70 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 2,866 | 202 | ||||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 20,369 | 4.46 | 1,434 | 0.42 | ||||
| 2025-07-28 | 13F | 伽利略投资办公室有限责任公司 | 63,920 | 2,250 | ||||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 55,492 | 22.12 | 3,907 | 17.36 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 150,607 | 5.37 | 10,605 | 1.25 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 834,572 | 158.19 | 58,762 | 148.08 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 158,800 | 67.51 | 11,181 | 60.97 | |||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 6,276 | 442 | ||||||
| 2025-07-29 | NP | JDVRX - PGIM JENNISON 价值基金 R 级 | 131,248 | 44.92 | 8,691 | 42.27 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 8,359 | 1.19 | 589 | -2.81 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 3,505 | 3.79 | 247 | -0.40 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 36,303 | 43.14 | 2,556 | 60.96 | ||||
| 2025-08-29 | NP | JAKWX - 约翰汉考克纪律价值全球多空基金类别资产净值 | 68,922 | 4,853 | ||||||
| 2025-08-14 | 13F | 氦顾问有限责任公司 | 3,448 | 0.41 | 243 | -3.59 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 80,090 | 6.19 | 5,164 | 3.99 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 11,137 | 2.75 | 784 | -1.26 | ||||
| 2025-07-23 | 13F | InTrack投资管理公司 | 8,812 | 14.56 | 620 | 10.12 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 37,930 | 8.62 | 2,739 | 6.99 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 302,232 | 1,337.76 | 21,280 | 1,281.82 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 36,213 | 0.20 | 2,550 | -3.74 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 3,010,720 | 84.28 | 211,985 | 77.07 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 37,778 | 22.41 | 2,768 | 43.20 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 2,009,199 | 211.40 | 141,468 | 199.20 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 14,494 | 35.61 | 1,021 | 30.27 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 200 | 14 | ||||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 13,126 | 10.67 | 924 | 6.33 | ||||
| 2025-07-28 | 13F | 白羊座财富管理 | 9,100 | 5.69 | 641 | 1.59 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 4,390 | 4.77 | 309 | 0.65 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 14,793 | 19.39 | 1,042 | 14.77 | ||||
| 2025-08-14 | 13F | 新英格兰资产管理公司 | 86,535 | 0.58 | 6,093 | -3.38 | ||||
| 2025-08-25 | NP | MANNING & NAPIER FUND, INC. - Callodine 股票收益系列 I 类 | 75,000 | 114.29 | 5,281 | 109.03 | ||||
| 2025-08-18 | 13F | 老北州信托有限责任公司 | 5,282 | 0 | ||||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 3,979 | 0 | ||||||
| 2025-08-14 | 13F | Aventail 资本集团有限合伙人 | 694,904 | 78.56 | 48,928 | 71.57 | ||||
| 2025-07-24 | 13F | MSH资本顾问有限公司 | 8,576 | 2.20 | 604 | -1.79 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 17,337 | 57.92 | 1,221 | 51.74 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 471 | 0.86 | 33 | -2.94 | ||||
| 2025-07-14 | 13F | Capital CS 集团有限责任公司 | 6,544 | 461 | ||||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 1,283 | 47.47 | 90 | 42.86 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 300 | 22 | ||||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 19,402 | 42.69 | 1,366 | 37.15 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 38,580 | 2,716 | ||||||
| 2025-07-31 | 13F | 联合社区银行 | 4,675 | 1.41 | 329 | -2.37 | ||||
| 2025-05-30 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 483,894 | 35,460 | ||||||
| 2025-07-07 | 13F | 西联银行 | 22,746 | 12.83 | 1,602 | 8.40 | ||||
| 2025-07-28 | NP | AVDEX - Avantis 国际股票基金机构类 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 | 39,351 | 12.17 | 2,606 | 10.10 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 4,648 | 3.57 | 327 | -0.30 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 11,900 | 31.59 | 838 | 26.44 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 393 | 87.14 | 28 | 80.00 | ||||
| 2025-07-30 | 13F | 廉洁顾问公司 | 8,168 | 1.59 | 575 | -2.38 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 142,190 | 5.50 | 10,012 | 1.37 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 192,334 | 69.29 | 13,542 | 62.67 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 3,539 | 3.21 | 249 | -0.80 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 153,091 | 8.00 | 10,779 | 3.77 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 16,465 | 6.19 | 1,159 | 2.02 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,700 | 2.21 | 4,172 | 0.07 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 21,681 | 0.82 | 1,527 | -3.11 | ||||
| 2025-08-12 | 13F | 牧羊人财富管理有限公司责任有限公司 | 3,600 | 259 | ||||||
| 2025-07-09 | 13F | 防波堤资本集团 | 4,843 | 3.86 | 341 | -0.29 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 9 | 1 | ||||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 25,171 | 1,771 | ||||||
| 2025-08-22 | NP | FGRTX - 富达巨型股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,468,013 | 4.39 | 103,363 | 0.30 | ||||
| 2025-06-25 | NP | PGNAX - PGIM Jennison 自然资源基金 A 级 | 518,454 | 2.10 | 33,430 | -0.03 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 1 | 0 | ||||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 200 | 14 | ||||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 7,375,725 | 1.69 | 519 | -2.26 | ||||
| 2025-07-25 | 13F | GFS 顾问有限责任公司 | 32,177 | 2,266 | ||||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 315 | 15.38 | 22 | 15.79 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 414 | 29 | ||||||
| 2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va 国际价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 305,885 | 400.56 | 19,723 | 883.20 | ||||
| 2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 28,568 | 0.35 | 2,063 | -1.15 | ||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 97,182 | 5.90 | 6,435 | 3.96 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 9,140 | 2.19 | 644 | -1.83 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 51,713 | 18.79 | 3,641 | 14.14 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 7,268 | 107.89 | 512 | 99.61 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 402 | 28 | ||||||
| 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 | Short | -137,725 | -8,881 | |||||
| 2025-08-12 | 13F | 贝莱德公司 | 7,075,359 | 5.39 | 498,176 | 1.26 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 108,400 | 310.61 | 7,632 | 294.62 | |||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 174,109 | 7.26 | 12,259 | 3.07 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 216,802 | 50.48 | 15,265 | 44.60 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 50,476 | 4.03 | 3,554 | -0.03 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 12,050 | 77.21 | 848 | 70.28 | ||||
| 2025-07-23 | 13F | 阿布舍尔财富管理有限公司 | 25,383 | 3.12 | 1,787 | -0.89 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 772,304 | 0.57 | 54,380 | -3.36 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 69,913 | 10.96 | 5,123 | 29.79 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 16,473 | 0.02 | 1,160 | -3.90 | ||||
| 2025-07-17 | 13F | 一财富顾问有限责任公司 | 13,115 | 10.12 | 923 | 5.85 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 78,585 | 3.50 | 5,533 | -0.56 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 44,400 | 3,126 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 5,000 | 352 | |||||
| 2025-06-26 | NP | FTCEX - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund：C 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 63,087 | 9.11 | 4,068 | 6.83 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 89,985 | 2.24 | 6,336 | -1.77 | ||||
| 2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 4,150 | 38.33 | 292 | 33.33 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 45 | 25.00 | 3 | 50.00 | ||||
| 2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 76 | 1.33 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 7,925 | 37.37 | 558 | 31.99 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 23,746 | 27.93 | 1,672 | 22.87 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 34,000 | 2,395 | |||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 75,100 | 5,289 | |||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 6,191 | 0.03 | 436 | -3.97 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 94,643,838 | 1.24 | 6,663,873 | -2.72 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 36,059 | 110.22 | 2,539 | 102.07 | ||||
| 2025-06-26 | NP | DFALX - 大盘国际投资组合 - 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 | 1,019,375 | 1,223.35 | 65,729 | 2,499.01 | ||||
| 2025-07-24 | NP | FMILX - 富达新千年基金 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 | 232,900 | 20.61 | 15,423 | 18.39 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 99,789 | 0.74 | 7,026 | -3.21 | ||||
| 2025-08-12 | 13F | 三合一金融合作伙伴有限责任公司 | 3,361 | 0.99 | 237 | -2.88 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 23,470 | 11.30 | 1,653 | 6.93 | ||||
| 2025-06-27 | NP | PCBCX - 胜利先锋平衡基金C类 | 56,108 | 3,618 | ||||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,554,784 | 2,009.71 | 698,938 | 4,081.00 | ||||
| 2025-08-29 | NP | Gamco 全球黄金、自然资源和收入信托 | 286,100 | 8.62 | 20,144 | 4.37 | ||||
| 2025-04-15 | 13F | 转变财富有限责任公司 | 6,750 | 0.24 | 495 | 17.34 | ||||
| 2025-08-26 | NP | BINV - 布兰德斯国际 ETF | 54,241 | 62.38 | 3,819 | 56.07 | ||||
| 2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 159,653 | 1.06 | 11,241 | -2.89 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 全球（不包括美国）核心股票投资组合机构类别股票 | 408,335 | 1,112.86 | 26,329 | 2,282.71 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 569,000 | 13.23 | 40,063 | 8.80 | |||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 4,078 | 8.72 | 287 | 4.74 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 185,186 | 1.96 | 13,039 | -2.04 | ||||
| 2025-08-13 | 13F | 桑伯格投资管理公司 | 106,230 | 1.87 | 7,480 | -90.21 | ||||
| 2025-07-25 | 13F | Pzena 投资管理有限公司 | 3,665,115 | 2.03 | 258,061 | -1.97 | ||||
| 2025-07-30 | 13F | 杏财富有限责任公司 | 32,705 | 8.15 | 2,303 | 3.93 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 8,462 | 6.19 | 596 | 2.06 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 8,006 | 0.50 | 564 | -3.43 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 355,707 | 0.53 | 25,045 | -3.41 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 3,745 | 21.75 | 264 | 16.89 | ||||
| 2025-06-25 | NP | TROSX - T. Rowe Price 海外股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,680,559 | 7.78 | 237,322 | 5.54 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 3,134 | 4.33 | 221 | 0.00 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 17,202 | 2.37 | 1,211 | -1.62 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 18,679 | 61.95 | 1,315 | 55.62 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 3,866 | 13.47 | 272 | 10.12 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 100,000 | 566.67 | 7,041 | 540.67 | |||
| 2025-08-14 | 13F | 富国银行/百万 | Call | 755,200 | 1,171.38 | 53,174 | 1,121.81 | |||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 382,211 | 1.05 | 26,911 | -2.90 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 9,026 | 1.26 | 635 | -2.76 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 价值投资组合 I 类 | 391,587 | 6.60 | 27,572 | 2.43 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 38,919 | 7.35 | 2,740 | 3.16 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 9,157 | 3.25 | 645 | -0.77 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 1,051,900 | 10.82 | 74,064 | 6.48 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,150 | 3.59 | 292 | -0.34 | ||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 66,161 | 4.40 | 4,658 | 0.32 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 0 | 0 | ||||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 125,292 | 46.00 | 8,822 | 40.28 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 4,740 | 334 | ||||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 4,534 | 0.20 | 319 | -3.63 | ||||
| 2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 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 | 1,603,140 | 1.52 | 112,877 | -2.46 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 3,853 | 5.19 | 271 | 1.12 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 985,020 | 1.83 | 69,355 | 19.99 | ||||
| 2025-07-21 | 13F | DMKC 咨询服务有限公司 | 33,167 | 8.68 | 2,333 | 4.29 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 1,744 | 123 | ||||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 10,466 | 116.46 | 737 | 107.91 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 183 | 2.23 | 13 | -7.69 | ||||
| 2025-07-08 | 13F | 巴卢顾问公司 | 3,990 | 0.10 | 287 | 15.79 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 1,163 | 82 | ||||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 21,798 | 4.10 | 1,535 | 0.00 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 72,332 | 6,133 | ||||||
| 2025-07-28 | 13F | 速递资本有限公司 | 6,738 | 0.37 | 474 | -3.46 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 7,132 | 0.18 | 502 | -3.65 | ||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 395,200 | 227.15 | 27,826 | 214.35 | ||||
| 2025-08-15 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 27,080 | 38.61 | 1,907 | 33.19 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 31,765 | 21.57 | 2,236 | 16.82 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 6,784 | 5.03 | 478 | 0.85 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 11,723 | 17.03 | 825 | 12.40 | ||||
| 2025-06-26 | NP | FLCSX - 富达大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,741,600 | 5.94 | 112,298 | 3.74 | ||||
| 2025-08-13 | 13F | 卡洛丁资本管理有限合伙人 | 125,000 | 8,801 | ||||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 137,575 | 13.75 | 10 | 12.50 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 39,041 | 7.90 | 2,749 | 3.66 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 8,861 | 7.41 | 624 | 3.15 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 3,323,141 | 14.22 | 233,982 | 9.75 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 15,839 | 1.28 | 1,115 | -2.71 | ||||
| 2025-06-26 | NP | SGIDX - Steward Global 股票收益基金 A 类 | 72,055 | 6.65 | 4,646 | 4.43 | ||||
| 2025-07-16 | 13F | MKT 顾问有限责任公司 | 2,900 | 206 | ||||||
| 2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 460,039 | 3.65 | 33,712 | 21.23 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 3,228 | 24.73 | 272 | 43.39 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 74,111 | 3.71 | 5,218 | -0.34 | ||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,557 | 2.86 | 2,686 | 0.98 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 2,408 | 21.55 | 155 | 19.23 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 1,111 | 0.91 | 0 | |||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 52,116 | 0.62 | 3,669 | -3.32 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 78,649 | 5,071 | ||||||
| 2025-07-29 | 13F | 约翰·G·厄尔曼联合公司 | 11,100 | 0.91 | 782 | -3.10 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 75,901 | 15.41 | 5,344 | 10.89 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 3,586 | 252 | ||||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 9,558 | 0.31 | 688 | 9.73 | ||||
| 2025-08-13 | 13F | 布兰德斯投资合伙公司 | 2,527,597 | 1.26 | 177,969 | -2.70 | ||||
| 2025-07-23 | 13F | 罗伯茨财富顾问有限责任公司 | 33,902 | 0.81 | 2,387 | -3.12 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 56,767 | 1.49 | 3,997 | -2.49 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 183,093 | 5.29 | 12,892 | 1.16 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 538 | 36 | ||||||
| 2025-08-25 | NP | PWER - 麦格理能源转型 ETF | 4,597 | 0.44 | 324 | -3.58 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 281,900 | 2,003.73 | 19,849 | 1,923.24 | |||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 13,632 | 39.89 | 960 | 34.31 | ||||
| 2025-07-16 | 13F | 奥古斯丁资产管理公司 | 105,121 | 0.47 | 7,402 | -3.46 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 169,100 | 212.57 | 11,906 | 200.35 | |||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 164,173 | 8.84 | 11,553 | 4.52 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 29,011 | 6.24 | 2,043 | 2.05 | ||||
| 2025-07-23 | 13F | Avantra 家庭财富有限公司 | 13,835 | 3.86 | 974 | -0.20 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 6,262 | 0.95 | 441 | -3.08 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 5,834 | 33.81 | 411 | 28.53 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 13,775 | 23.04 | 970 | 18.17 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 4,297 | 4.42 | 0 | |||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 439 | 31 | ||||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 2,145 | 151 | ||||||
| 2025-08-07 | 13F | 商业银行 | 36,068 | 7.89 | 2,540 | 3.67 | ||||
| 2025-07-15 | 13F | 统一投资管理 | 18,996 | 1.44 | 1,338 | -2.55 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 20,332 | 44.26 | 1,432 | 38.66 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 5,175 | 89.49 | 364 | 82.00 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 78 | 766.67 | 0 | |||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 90,436 | 656.66 | 6,368 | 627.66 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 4,512 | 24.61 | 331 | 46.02 | ||||
| 2025-07-28 | 13F | 纳维特财富有限责任公司 | 63,559 | 2.31 | 4,475 | -0.95 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 795,007 | 91.40 | 56,245 | 84.79 | ||||
| 2025-07-07 | 13F | 分形投资有限责任公司 | 7,500 | 528 | ||||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 117 | 8 | ||||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 10,728 | 755 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | 9,006,536 | 5.23 | 634,150 | 1.11 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 40,763 | 0.50 | 2,870 | -3.43 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 13,014 | 7.53 | 916 | 3.39 | ||||
| 2025-07-09 | 13F | 埃尔德雷德·洛克合伙人有限责任公司 | 104,435 | 0.06 | 7,353 | -3.67 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 2,983 | 3.58 | 210 | -0.47 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 7,753 | 0.28 | 546 | -3.71 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 1,682,400 | 46.58 | 118,458 | 40.84 | |||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 68,888 | 0.40 | 4,850 | -3.52 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 360 | 20.00 | 25 | 19.05 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 4,126 | 2.69 | 291 | -1.36 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 7,933 | 2.28 | 559 | -1.76 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 845,300 | 31.48 | 59,518 | 26.33 | |||
| 2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 22,915 | 5.60 | 1,517 | 3.69 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 9,784 | 0.74 | 689 | -3.23 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 2,866 | 202 | ||||||
| 2025-08-07 | 13F | 奥特曼顾问公司 | 25,997 | 3.97 | 1,851 | 14.76 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 920 | 104.44 | 66 | 106.25 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 1,217,049 | 18.60 | 85,692 | 13.96 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 36,974 | 20.22 | 2,603 | 15.53 | ||||
| 2025-07-15 | 13F | BigSur 财富管理有限责任公司 | 6,586 | 0.76 | 464 | -3.14 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 348 | 25 | ||||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 208,539 | 380.23 | 14,683 | 361.44 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 7,400 | 521 | ||||||
| 2025-08-11 | 13F | LSV资产管理 | 16,900 | 16.55 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 16,622 | 1.59 | 1,170 | -2.42 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 6,302 | 15.70 | 444 | 11.03 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 3,330 | 242 | ||||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 362,769 | 7.12 | 25,543 | 2.93 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 392 | 8.29 | 28 | 3.85 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 14,562 | 34.81 | 1,025 | 29.58 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 3,960 | 279 | ||||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 1,600 | 3.23 | 113 | -0.88 | ||||
| 2025-08-12 | 13F | 种子投资者有限责任公司 | 2,861 | 201 | ||||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 5,538 | 400 | ||||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 43,407 | 43.37 | 3,056 | 37.78 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 6,337 | 11.72 | 446 | 7.47 | ||||
| 2025-08-14 | 13F | 海特对冲资产管理有限责任公司 | 95,424 | 6,719 | ||||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 269,160 | 12.11 | 18,952 | 7.71 | ||||
| 2025-06-25 | NP | PCLRX - PGIM 收入建设基金 R 级 | 8,715 | 24.16 | 562 | 21.43 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 51,800 | 181.52 | 3,647 | 170.55 | |||
| 2025-08-29 | NP | Gamco 自然资源、黄金和收入信托 | 29,400 | 10.94 | 2,070 | 6.65 | ||||
| 2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 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 | 10,788 | 5.37 | 760 | 1.20 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 232,026 | 0.05 | 16,340 | -3.84 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 1,128,056 | 18.54 | 79,426 | 13.90 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 640,000 | 293.36 | 45,062 | 277.97 | |||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 38,122 | 3.16 | 2,684 | -0.89 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 22,970 | 5.68 | 1,617 | 1.57 | ||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 6,681 | 0.10 | 470 | -3.89 | ||||
| 2025-08-05 | 13F | Palogic 价值管理有限合伙人 | 61,294 | 1.15 | 4,316 | -2.82 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 7,070,872 | 1.14 | 497,891 | -2.81 | ||||
| 2025-05-29 | NP | JAKVX - 约翰汉考克纪律价值全球多空基金 R6 类 | 25,671 | 1,881 | ||||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 480 | 50.47 | 35 | 47.83 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 265 | 1.15 | 19 | -5.26 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 178,164 | 0.05 | 12,545 | -3.87 | ||||
| 2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 7,126 | 10.77 | 502 | 6.37 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 3,194 | 0.22 | 225 | -3.86 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 17,461 | 4.44 | 1,229 | 0.33 | ||||
| 2025-07-23 | 13F | 海山金融集团公司 | 9,296 | 111.46 | 655 | 103.11 | ||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,171 | 6.04 | 1,733 | 4.15 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 10,509 | 32.44 | 740 | 27.19 | ||||
| 2025-07-28 | NP | TOWFX - Towpath 焦点基金机构股票类别 | 35,000 | 18.24 | 2,318 | 16.08 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 3,614 | 0.03 | 259 | 15.11 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 5,866 | 8.23 | 413 | 4.03 | ||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 3,660 | 258 | ||||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 38,465 | 20.33 | 2,708 | 15.63 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 23 | 2 | ||||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 11,443 | 19.07 | 806 | 14.35 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 33,222 | 125.46 | 2 | |||||
| 2025-06-26 | NP | FCLKX - 富达大盘股票 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,100 | 0.48 | 1,361 | -1.59 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 28,586 | 18.97 | 2,013 | 14.32 | ||||
| 2025-07-17 | 13F | 马特恩财富管理有限责任公司 | 7,520 | 1.62 | 529 | -2.40 | ||||
| 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 | 3,802,700 | 18.77 | 245,198 | 16.30 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 3,243 | 228 | ||||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 495,636 | 16,081.39 | 34,898 | 15,479.02 | ||||
| 2025-08-07 | 13F | 灰石金融集团有限责任公司 | 23,818 | 2.14 | 1,677 | -1.81 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 15,370 | 158.97 | 1,082 | 149.31 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 5,160 | 0.94 | 363 | -2.94 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 675,498 | 386.49 | 47,562 | 367.43 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 5,539 | 390 | ||||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 30,442 | 14.90 | 2,143 | 10.41 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 3,059 | 215 | ||||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 507,580 | 42.60 | 35,739 | 37.02 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 136 | 0.74 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 15,381 | 29.91 | 1,083 | 24.80 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 29,400 | 818.75 | 2,070 | 784.62 | |||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 1,193 | 12.23 | 0 | |||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 34,900 | 166.41 | 2,457 | 156.20 | |||
| 2025-07-29 | 13F | 哈钦森第一国民银行 | 6,244 | 6.23 | 440 | 2.09 | ||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 26,896 | 1,894 | ||||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 7,765 | 6.30 | 5 | 0.00 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 4,375 | 0.48 | 308 | -3.45 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 国际矢量股票投资组合股票 | 370,573 | 140.81 | 23,895 | 372.96 | ||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 36,312 | 81.56 | 2,557 | 74.47 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 1,453 | 1.25 | 102 | -2.86 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 11,295 | 1 | ||||||
| 2025-08-14 | 13F | 永久资本有限合伙人 | 20,704 | 15.41 | 1,458 | 10.88 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 116 | 16.00 | 8 | 14.29 | ||||
| 2025-05-29 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 59,427 | 4,355 | ||||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 3,721 | 7.11 | 273 | 25.35 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 1,277,363 | 0.27 | 90 | -4.30 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 2,925 | 206 | ||||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 11,185 | 113.90 | 788 | 105.48 | ||||
| 2025-08-11 | 13F | 文艺复兴集团有限公司 | 85,029 | 0.01 | 5,987 | -3.92 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 24,587 | 97.77 | 1,731 | 90.22 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 49,889 | 0.62 | 3,513 | -3.33 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 1,302,469 | 23.91 | 91,707 | 19.06 | ||||
| 2025-06-24 | NP | FBLAX - 富兰克林管理收益基金 A 类 | 250,000 | 16,120 | ||||||
| 2025-08-14 | 13F | 野村控股公司 | 16,690 | 1,175 | ||||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 3,383 | 1.32 | 238 | 9.68 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 21,131 | 0.88 | 1,488 | -3.06 | ||||
| 2025-07-28 | NP | AVDE - Avantis 国际股票 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 | 795,495 | 10.21 | 52,678 | 8.18 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 198,895 | 4.86 | 14,004 | 0.76 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 101,400 | 121.40 | 7,140 | 112.72 | |||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 7,193 | 8.31 | 527 | 26.68 | ||||
| 2025-08-14 | 13F | 第一威尔希尔证券管理公司 | 9,600 | 1.26 | 676 | -2.74 | ||||
| 2025-07-08 | 13F | 化学财富管理有限责任公司 | 8,497 | 1.20 | 598 | -2.76 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | Call | 10,000 | 704 | |||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 3,142 | 221 | ||||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 38,523 | 5.79 | 2,712 | 1.65 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | 23,859 | 55.75 | 1,680 | 49.64 | ||||
| 2025-08-06 | 13F | 股权投资公司 | 1,048,100 | 1.82 | 73,797 | -2.17 | ||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 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 | 508,986 | 2.87 | 33,705 | 0.98 | ||||
| 2025-06-25 | NP | PJDAX - PGIM JENNISON 上升股息基金 A 类 | 9,224 | 595 | ||||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 299,705 | 21,102 | ||||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 53,134 | 0.73 | 3,741 | -3.21 | ||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 1,199 | 11.64 | 84 | |||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 24,988 | 1.10 | 1,759 | -2.87 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 229,931 | 23.74 | 16,849 | 44.74 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 3,083 | 0.82 | 217 | -3.12 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 3,083 | 0.95 | 217 | -2.69 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 24,165,943 | 3.84 | 1,701,600 | -0.22 | ||||
| 2025-08-21 | NP | HAP - VanEck Vectors 自然资源 ETF | 112,242 | 2.27 | 7,903 | -1.74 | ||||
| 2025-06-30 | NP | GCOW - Pacer 全球现金牛股息 ETF | 658,213 | 6.73 | 42,442 | 4.51 | ||||
| 2025-08-08 | NP | QGBLX - 量化全球基金投资者类别 | 75,819 | 628.89 | 5,338 | 600.52 | ||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 3,230 | 227 | ||||||
| 2025-08-26 | NP | EAGL-鹰资本精选股票ETF | 1,498,102 | 3.56 | 105,481 | -0.50 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 15,176 | 26.76 | 1,069 | 21.78 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 103,524 | 15.11 | 7,586 | 34.65 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 147 | 374.19 | 10 | 400.00 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 30,027 | 2.64 | 2,114 | -1.35 | ||||
| 2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 237,205 | 0.23 | 15,295 | -1.86 |
