MRS 机构投资人持股, 买家

机构和基金投资人持股 - 买家

在晨星公司中开设新头寸的主要持有者包括 TRPWX - TIAA-CREF 机构级中型成长基金, 海崖合伙人管理有限合伙人, FLMFX - MUIRFIELD FUND 零售类, 交响金融有限公司, GCTIX - 高盛美国税务管理股票基金机构, FELC - 富达增强型大盘核心 ETF, VUSE - Vident 核心美国股票基金, VANGUARD 可变保险基金 - 小型公司成长投资组合, FTLS - First Trust 多头/空头股票 ETF, FLDGX - 动态配置基金零售类, Ieq资本有限公司, 基勒托马斯管理有限责任公司, 弗里斯通格罗夫合伙公司, 吉布斯财富管理, 授权基金有限责任公司, 指数基金顾问公司, FELV - 富达增强型大盘价值 ETF, 奥罗拉投资顾问, Worldquant Millennium Advisors Llc, 和凯普斯通投资顾问有限公司 .

本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。

升级以解锁高级数据。

文件日期	来源	投资者	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-08-14	13F	Df Dent & Co 公司		87,012	4.88	27,316	9.80
2025-06-26	NP	THMAX - Thrivent适度配置基金A类		1,264	110.32	360	82.23
2025-08-11	13F	新时代阿尔法顾问有限责任公司		5,822	6.42	1,828	11.40
2025-08-14	13F	都铎投资公司等		24,627	5.83	7,731	10.79
2025-09-04	13F/A	顾问集团控股公司		3,396	0.98	1,066	5.75
2025-08-05	13F	蒙特利尔银行/can/		52,342	879.82	16,432	926.30
2025-08-13	13F	M&T银行公司		8,445	0.82	2,651	5.58
2025-07-28	13F	纽约州教师退休制度		6,000	1.69	2	0.00
2025-07-25	13F	CWM有限公司		4,262	241.23	1
2025-08-26	NP	Profunds - Profunds 中型成长股副总裁		243	7.05	76	11.76
2025-07-22	13F	马克斯集团财富管理公司		25,978	0.61	8,155	5.33
2025-06-26	NP	TCAAX - Thrivent 适度保守配置基金 A 类		195	116.67	56	89.66
2025-06-05	NP	GTTMX - 定量美国总市场股票投资组合	Short	-400		-114
2025-08-25	NP	MAINSTAY VP 基金信托 - MainStay VP MacKay 中盘核心投资组合初始类别		31,426	48.58	9,866	55.55
2025-08-13	13F	克莱雷资产管理公司		744	7.36	0
2025-08-14	13F	沃亚投资管理有限公司		18,042	39.43	5,664	45.95
2025-03-28	NP	XMMO - Invesco S&P MidCap Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		128,828	73.51	42,338	73.82
2025-08-13	13F	ExodusPoint 资本管理公司		27,066	45.76	8	60.00
2025-08-11	13F	CBIZ投资咨询服务有限责任公司		1		0
2025-06-26	NP	DFSU - 维度美国可持续发展核心 1 ETF		2,501	13.99	712	-1.25
2025-08-28	NP	ONEV - SPDR Russell 1000 低波动性焦点 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		2,351	117.28	738	127.78
2025-08-26	NP	IWS - iShares Russell 中盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10,714		3,363
2025-06-30	NP	VEXPX - VANGUARD EXPLORER 基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		373,399	9.18	106,314	-5.41
2025-07-31	13F/A	亚飞财富		2		0
2025-08-14	13F	沃洛里奇投资管理有限公司		40,435	3,158.26	12,694	3,312.10
2025-07-15	13F	巴伦坦合作伙伴有限责任公司		1,866	44.65	586	51.55
2025-08-26	NP	高盛可变保险信托 - 高盛美国股票洞察基金机构		465		146
2025-06-26	NP	贝莱德基金 - iShares 罗素中型股指数机构基金 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		4,612	1.47	1,313	-12.06
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		4,446	16.20	1,266	0.64
2025-07-30	13F	华莱士咨询集团有限责任公司		1,136	5.19	341	-6.34
2025-08-26	NP	EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类		613		192
2025-06-26	NP	FEQHX - 富达对冲股票基金		241	46.95	69	28.30
2025-08-12	13F	富兰克林资源公司		1,541	0.78	484	5.46
2025-08-26	NP	EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级		2,361	1.90	741	6.77
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		601	6.94	189	11.90
2025-08-14	13F	水手有限责任公司		4,038	162.21	1,268	174.84
2025-08-13	13F	第1832章		8,600		2,700
2025-08-12	13F	MAI资本管理		226	47.71	71	55.56
2025-08-12	13F	西格尔·布莱恩特和哈米尔有限公司		40,792	6.74	12,806	11.75
2025-08-20	NP	QHFRX - AQR MS Fusion HV 基金 R6 类		106		33
2025-07-21	13F	111资本		2,440	110.71	766	120.46
2025-08-28	NP	SSBIX - 道富平衡指数基金 K 类		169	9.03	53	15.22
2025-08-14	13F	雷蒙德詹姆斯金融公司		61,286	3.90	19,239	8.77
2025-07-21	13F	美洲咨询服务有限责任公司		35		11
2025-08-14	13F	桥前资本有限责任公司		990		311
2025-07-22	NP	JUST - 高盛 JUST 美国大盘股票 ETF		327	1.87	101	0.00
2025-05-01	13F	Quest 10 财富建设者有限公司		11		3
2025-08-14	13F	联合报业国际控股有限公司		4,300	4.88	1,350	9.76
2025-08-27	NP	安联可变保险产品信托 - AZL DFA 美国核心股票基金		900	9.36	283	14.63
2025-08-27	NP	高级系列信托 - AST 摩根大通全球主题投资组合		2,883	34.03	905	40.31
2025-06-20	NP	JSMD - Janus Henderson 中小盘增长 Alpha ETF		9,721	362.90	2,768	421.09
2025-06-27	NP	SMLL – Harbor Active 小型股 ETF		712	34.85	203	16.76
2025-07-14	13F	公园大道证券有限公司		1,721	5.65	1
2025-08-27	NP	BBVLX - Bridge Builder 大盘价值基金		324		102
2025-08-14	NP	FLRUX - 保守配置基金零售类		972		305
2025-08-14	13F	EP 财富顾问公司		711		223
2025-08-14	13F	拉扎德资产管理公司		48,952	367.86	15	400.00
2025-08-14	NP	FLDFX - 平衡基金零售类		6,797		2,134
2025-08-28	NP	VLU - SPDR S&P 1500 价值倾斜 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		140	64.71	44	72.00
2025-04-29	NP	SVYAX - SIIT 美国管理波动性基金 - A 类		6,949	46.45	2,180	29.76
2025-08-14	13F	加拿大皇家银行		103,916	180.18	32,623	193.35
2025-07-16	13F	阿拉斯加州税务部		17,557	15.23	6	25.00
2025-08-27	NP	VSEQX - 先锋战略股票基金投资者股份 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		18,753	18.02	5,887	23.57
2025-07-29	NP	SLGYX - 大型资本增长投资组合 A 类		600	7.14	185	5.71
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		8,212	16.83	2,578	22.31
2025-07-28	13F	港口投资公司		33	450.00	10	900.00
2025-08-13	13F	加州公务员退休制度		45,120	0.08	14,165	4.77
2025-08-14	13F	沃隆资本管理有限公司		26,933	28.68	8,455	34.72
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类		1,241	48.09	390	54.98
2025-07-24	13F	美国合众银行\de\		7,972	0.73	2,503	5.44
2025-08-06	13F	福克斯运行管理有限公司		5,130	91.63	1,610	100.75
2025-08-07	13F	艾迪生顾问有限责任公司		2		1
2025-08-26	NP	GVLU - Gotham 1000 价值 ETF		896	1.70	281	6.44
2025-08-14	13F	千禧管理有限公司		811,158	49.99	254,647	57.03
2025-08-22	NP	FVHKV - 对冲股票投资组合服务类别		10	100.00	3	200.00
2025-06-26	NP	IMCG - iShares Morningstar 中型成长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		12,042	1.58	3,429	-12.01
2025-07-01	13F	凯拉资本合伙公司		730		229
2025-07-14	13F	AdvisorNet 金融公司		12	50.00	4	50.00
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类		2,999	56.85	941	64.22
2025-08-05	13F	亨廷顿国家银行		15	25.00	5	33.33
2025-06-26	NP	JHML - 约翰汉考克多因素大盘 ETF		858	6.06	244	-7.92
2025-05-29	NP	CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类		206	6.74	62	-4.69
2025-08-14	13F	Aster 资本管理（DIFC）有限公司		1,123		353
2025-08-27	NP	VTSMX - 先锋总股票市场指数基金投资者份额 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		815,780	0.81	256,098	5.54
2025-08-29	NP	MFUS - PIMCO RAFI 动态多因素美国股票 ETF		215	9.14	67	13.56
2025-08-14	NP	FLMFX - MUIRFIELD FUND 零售类		19,080		5,990
2025-03-27	NP	PTMC - Pacer Trendpilot 美国中盘 ETF		3,968	1.17	1,304	4.74
2025-08-14	13F	瑞银资产管理美洲公司		131,338	20.21	41,231	25.85
2025-05-15	13F	德克萨斯州永久学校基金		19,454		5,539
2025-08-13	13F	Edgestream 合伙人有限合伙人		20,225		6,349
2025-08-13	13F	景顺有限公司		280,923	266.52	88,190	283.72
2025-06-30	NP	CSMD - 国会 SMid 增长 ETF		20,762	20.37	5,911	4.29
2025-06-23	NP	IYG - iShares 美国金融服务 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7,577	1.50	2,157	-12.07
2025-05-30	NP	SVOAX - Simt US 管理波动性基金 F 级		3,814	42.95	1,144	27.28
2025-07-25	NP	SCHM - 嘉信美国中型 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		71,676	2.74	22,106	1.01
2025-08-14	13F	柯罗尼集团有限责任公司		4,296	11.93	1,349	17.22
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		647		184
2025-06-26	NP	IMCB - iShares 晨星中型 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,503	1.46	713	-12.10
2025-07-28	NP	VCGAX - 成长与收益基金		767		237
2025-05-30	NP	QGRW - WisdomTree 美国质量增长基金不适用		2,113	84.22	634	63.99
2025-07-30	13F	论坛财务管理有限合伙人		735	6.68	231	11.65
2025-08-13	13F	双峰财富顾问有限责任公司		1		0
2025-08-20	NP	AQMIX - AQR 管理期货策略基金 I 类		3,490	-287.43	1,096	-296.24
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		88,188	4.75	25,109	-9.25
2025-05-30	NP	EHLS - 均势多空 ETF	Short	-502		-151
2025-08-04	13F	奎克财富管理有限责任公司		1		0
2025-08-26	NP	FSCS - 中型股美国股票精选 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		1,361	63.98	427	72.18
2025-08-13	13F	施罗德投资管理集团		166,898	50.94	52,241	59.56
2025-08-14	13F	阿默普莱斯金融公司		44,284	44.70	13,902	51.50
2025-08-11	13F	科维斯特有限公司		560	15.23	0
2025-08-06	13F	真实财富设计有限责任公司		8	60.00	3	100.00
2025-08-07	13F	Hennion & Walsh 资产管理公司		924	12.55	290	17.89
2025-08-08	13F	创意策划		4,506	75.33	1,415	83.64
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		1,164	10.96	359	9.12
2025-08-20	NP	QCFIX - AQR CVX 融合基金 I 类		51		16
2025-07-31	13F	基勒托马斯管理有限责任公司		4,285		1,345
2025-07-30	13F	奥罗拉投资顾问		3,090		970
2025-07-29	13F	有志者有限公司		687		216
2025-08-14	13F	简街集团有限责任公司		34,401	66.97	10,800	74.80
2025-08-14	NP	FLDGX - 动态配置基金零售类		6,416		2,014
2025-05-22	NP	HLGE - 哈特福德长寿经济 ETF		50	316.67	15	250.00
2025-08-22	NP	FELV - 富达增强型大盘价值 ETF		3,726		1,170
2025-08-14	13F	本杰明·爱德华兹公司		2,197	9.36	690	14.45
2025-08-14	13F	多元化咨询服务有限公司		1,567	17.73	405	7.73
2025-08-26	NP	FSGS - 小型股美国股票精选 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		946		297
2025-07-25	NP	NTIAX - 哥伦比亚中盘指数基金 A 类		23,022	0.80	7,100	-0.91
2025-06-30	NP	PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF		1,194		340
2025-04-30	13F	索福斯投资公司		8		2
2025-07-10	13F	财富增值咨询服务有限公司		3,425	90.07	1,066	97.41
2025-08-26	NP	IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类		4,648	25.38	1,459	31.32
2025-08-22	NP	FELG - 富达增强型大盘成长 ETF		31,609	250.98	9,923	267.52
2025-07-23	NP	CFSLX - 专栏小型股基金		15,861	4.92	4,892	3.14
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		7,368		2,098
2025-08-13	13F	吉布斯财富管理		4,024		1,263
2025-08-06	13F	法国巴黎银行资产管理控股公司		11,485	2.38	4	0.00
2025-05-05	13F	林布鲁克资本有限公司		223	205.48	67	175.00
2025-07-29	13F	北欧联合银行投资管理公司		60,181	3.00	18,801	8.76
2025-08-13	13F	德克萨斯州雇员退休制度		184		0
2025-08-14	13F	多元化财富管理有限责任公司		4,070	19.64	1,051	9.48
2025-08-11	13F	环球保险及服务有限公司		8,852	230.42	2,779	245.95
2025-06-26	NP	AALGX - Thrivent 全球股票基金 A 类		1,545	86.82	440	61.99
2025-08-06	13F	里亚托财富管理有限责任公司		2		1
2025-07-25	13F	指数基金顾问公司		3,913		1,228
2025-08-26	NP	JMEE - 摩根大通市场扩张增强型股票 ETF		5,684	3.74	1,784	8.65
2025-07-11	13F	阿塞纳贡资产管理公司		105,430		33,098
2025-08-14	13F	DRW 证券有限责任公司		1,791		562
2025-08-22	NP	FELC - 富达增强型大盘核心 ETF		11,595		3,640
2025-08-12	13F	美国世纪公司		15,308	82.85	4,806	91.43
2025-08-14	13F	全新世顾问有限合伙人		29,211	37.24	9,170	43.69
2025-08-27	NP	高级系列信托 - Ast Jp Morgan 战略机会投资组合		3,483	34.17	1,093	40.49
2025-08-27	NP	CSMEX - Carillon Scout 中盘基金 A 类		48,308	8.90	15,165	14.01
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		58,040	66.71	17,901	63.89
2025-08-07	13F	Parkside 金融银行与信托		4	300.00	1
2025-08-12	13F	Virtu 金融有限责任公司		4,705		1
2025-08-26	NP	IWD - iShares Russell 1000 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		16,778		5,267
2025-08-19	13F	咨询服务网络有限责任公司		2,625	6.36	726	-2.03
2025-07-09	13F	港湾资本顾问公司		5,939	1.28	2	0.00
2025-08-12	13F	保德信金融公司		21,826	10.69	6,852	15.86
2025-08-18	13F/A	加拿大国家银行/fi/		43,878	190.20	13,775	203.79
2025-08-06	NP	林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别		20,226	95.14	6,350	91.99
2025-08-20	NP	QLFIX - AQR LSE 融合基金 I 类		62		19
2025-07-30	NP	VUSE - Vident 核心美国股票基金		9,187		2,833
2025-07-08	13F	GK财富管理有限责任公司		681	0.44	214	4.93
2025-08-11	13F	美国信安证券公司		893	26.67	280	18.14
2025-06-25	NP	GCGIX - 高盛大盘成长洞察基金机构		9,601	59.94	2,734	38.80
2025-08-28	NP	ITOT - iShares Core S&P Total 美国股票市场 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		31,881	2.47	10,008	7.28
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		7,304	8.14	2,080	-6.31
2025-06-24	NP	JCTR - 摩根大通碳转型美国股票 ETF		12	33.33	3	50.00
2025-08-14	13F	麦格理集团有限公司		437		137
2025-08-27	NP	PFSVX - PartnerSelect SBH 专注小价值基金机构类别		1,840		578
2025-08-14	13F	高盛集团公司		377,483	173.70	118,503	186.53
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		120,399	0.71	37,797	5.43
2025-07-08	13F	阿灵顿信托有限责任公司		2		1
2025-07-28	NP	MSLC - 摩根士丹利 Pathway 大盘股 ETF		930	6.90	287	5.15
2025-08-19	13F	Liontrust Investment Partners LLP		391,816	21.34	123,003	27.02
2025-08-08	13F	denkapparat Operations GmbH		1,106	14.49	347	20.07
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		147,443	0.71	45,474	-0.99
2025-08-14	13F	萨斯奎哈纳投资组合策略有限责任公司		29,070		9,126
2025-08-01	13F	Y-Intercept (香港) 有限公司		10,054	475.17	3,156	502.29
2025-08-05	13F	顾问首选有限责任公司		1,168		364
2025-07-07	13F	Versant 资本管理公司		819	0.99	257	5.76
2025-07-24	13F	IFP 顾问公司		137	270.27	43	290.91
2025-08-07	13F	阿卡迪亚资产管理有限公司		7,321		2
2025-08-13	13F	跳跃金融有限责任公司		20,266	18.72	6,362	24.31
2025-08-14	13F	长城汽车顾问有限责任公司		78	1.30	24	4.35
2025-08-28	NP	SLLAX - SIMT 小盘基金 F 类		3,629	2.02	1,139	6.85
2025-08-14	13F	阿尔格特全球有限公司		44,143	15.69	14	18.18
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		12,381	1.78	3,525	-11.81
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		38,724	8.29	11,943	6.46
2025-08-28	NP	SPWIX - Simt 小盘成长基金 I 类		5,667	25.65	1,779	31.58
2025-08-07	13F	丰维尔财富管理有限责任公司		646		203
2025-08-12	13F	SRS 资本顾问公司		173	203.51	54	217.65
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		1,856	104.86	583	114.76
2025-08-14	13F	Aqr资本管理有限公司		293,969	691.03	92,286	744.48
2025-07-16	13F	签名有限责任公司		410	14.53	129	19.63
2025-06-26	NP	JHMM - 约翰汉考克多因素中型 ETF		15,375	5.30	4,378	-8.77
2025-07-31	13F	布莱顿琼斯有限公司		1,188		373
2025-06-26	NP	FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		31,654	8.25	9,013	-6.22
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		1,186	10.22	338	-4.53
2025-08-27	NP	安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级		169		53
2025-08-13	13F	宏伟峰全球顾问有限责任公司		4,986	30.69	1,565	36.80
2025-07-29	NP	EBI-长景优势ETF		176	388.89	54	390.91
2025-07-28	NP	QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,183	37.32	2,524	34.99
2025-06-24	NP	SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,083	4.40	878	-9.59
2025-07-07	13F	瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司		466	46.54	146	53.68
2025-08-18	NP	PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类		268		84
2025-08-14	13F	塞伊投资公司		140,323	0.90	44,052	5.63
2025-08-12	13F	维度基金顾问有限公司		331,631	4.57	104,110	9.49
2025-03-26	NP	IETC - iShares Evolved 美国科技 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		701		230
2025-08-27	NP	安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级		1,633		513
2025-08-14	13F	奥斯特维斯资本管理公司		92		29
2025-08-13	13F	Centiva 资本有限合伙人		3,794	4.72	1,191	9.67
2025-08-14	13F	综合财富概念有限责任公司		3,015	39.39	947	45.99
2025-07-22	13F	梅里特金融集团有限责任公司		1,350		424
2025-08-13	13F	文艺复兴科技有限公司		265,170	12.71	83,245	17.99
2025-08-14	13F	Qube研究与技术有限公司		138,932	58.81	43,615	66.26
2025-06-26	NP	DFUS - 维度美国股票 ETF		7,421	16.12	2,113	0.57
2025-08-29	NP	DON - WisdomTree 美国中型股股息基金不适用		22,427	0.07	7,041	4.76
2025-07-29	NP	IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 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		40,190	5.93	12,395	4.14
2025-06-27	NP	SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级		4,558	6.17	1,298	-8.01
2025-08-08	13F	十字马克全球控股公司		1,510	24.28	474	30.22
2025-07-08	13F	并行顾问有限责任公司		1,327	12.36	417	17.51
2025-08-13	13F	象限资本集团有限公司		1,718	65.35	539	73.31
2025-08-26	NP	GCTIX - 高盛美国税务管理股票基金机构		13,090		4,109
2025-08-12	13F	Ci投资公司		43,878	8.59	14	8.33
2025-08-20	NP	QMNIX - AQR 股票市场中性基金 I 类		903	-116.05	283	-116.79
2025-08-12	13F	管家合伙人投资咨询有限公司		199	2.58	62	6.90
2025-08-13	13F	亚利桑那州退休系统		8,081	1.27	2,537	6.02
2025-08-08	13F	哈特兰有限公司		107	25.88	34	32.00
2025-08-26	NP	JDVSX - 摩根大通多元化基金 I 类		435	32.62	137	38.78
2025-08-14	13F	Ieq资本有限公司		4,858		1,525
2025-08-13	13F	福拉资本有限责任公司		1,264		397
2025-07-29	13F	增值财富合作伙伴有限责任公司		3,826	0.84	1,201	7.91
2025-08-14	13F	Mml 投资者服务有限公司		6,033	9.35	2	0.00
2025-08-14	13F	富国银行/百万		85,849	1.55	26,951	6.31
2025-07-31	13F	R平方有限公司		3,573	59.51	1,122	67.06
2025-08-07	13F	休斯金融服务有限责任公司		87	4.82	23	-12.00
2025-08-08	13F	Geode资本管理有限公司		626,941	1.85	196,839	6.62
2025-08-13	13F	卢米斯·塞尔斯公司		7,631	207.45	2,396
2025-08-04	13F	汉兹金融服务公司		33	3,200.00	0
2025-08-27	NP	VANGUARD 可变保险基金 - 小型公司成长投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,445		2,651
2025-06-26	NP	TRPWX - TIAA-CREF 机构级中型成长基金		35,280		10,045
2025-08-15	13F	Kestra 咨询服务有限责任公司		741		233
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		61,705	6.85	17,569	-7.43
2025-04-22	NP	GINN - 高盛创新股票 ETF		1,512	5.22	474	-6.69
2025-08-12	13F	艾根投资管理有限公司		3,014		946
2025-07-25	13F	第五第三财富顾问有限责任公司		776	0.26	244	4.74
2025-07-29	NP	VRNIX - Vanguard Russell 1000 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		4,113	6.14	1,269	4.36
2025-08-14	13F	Worldquant Millennium Advisors Llc		2,819		885
2025-08-14	13F	工程师门经理 LP		27,114	42.27	8,512	48.95
2025-08-01	13F	贝西默集团公司		3,505	0.63	1	0.00
2025-08-04	13F	俄亥俄州		562		176
2025-08-14	13F	维登咨询有限责任公司		11,184	15.78	3,511	21.20
2025-04-29	NP	HSMNX - Horizon 美国防御性中小盘基金投资者类别		12,549	99.22	3,937	76.50
2025-07-28	13F	贝福瑞斯特资本有限公司		858	0.35	269	5.08
2025-08-14	13F	多伦多道明银行		50,640		15,897
2025-08-13	13F	四级咨询服务有限公司		3,798	0.45	1,192	5.21
2025-08-14	13F	骏利亨德森集团有限公司		37,982	74.47	11,920	84.98
2025-08-26	NP	EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类		496		156
2025-06-26	NP	DVRAX - MFS 全球另类策略基金 A		324	12.89	92	-2.13
2025-06-30	NP	VT - Vanguard Total World Stock Index Fund ETF 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		17,052	7.25	4,855	-7.08
2025-07-11	13F	库珀投资者有限公司		30,985	27.06	9,727	33.03
2025-08-21	NP	LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票		623	160.67	196	174.65
2025-08-26	NP	VSEIX - 摩根大通小盘股票基金 I 类		113,855	20.18	35,742	25.81
2025-08-06	13F	联邦股权服务有限公司		2,068	2.78	1
2025-07-25	NP	SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,073	3.24	639	1.59
2025-08-12	13F	磁星金融有限责任公司		28,223	82.13	8,860	90.70
2025-08-14	13F	范埃克联合公司		20,797		7
2025-08-13	13F	佛罗里达州退休系统国家管理局		25,013	0.64	7,852	5.37
2025-07-24	NP	ESML - iShares ESG MSCI 美国小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		11,314	0.96	3,489	-0.74
2025-07-29	13F	芝加哥合伙人投资集团有限责任公司		785		217
2025-06-25	NP	DGRO - iShares 核心股息增长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		11,920	18.45	3,394	2.60
2025-07-21	13F	克伦威尔控股有限公司		4		1
2025-08-13	13F	资本基金管理公司		15,057		4,727
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 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		3,451	48.30	983	28.53
2025-07-23	13F	Spectrum 资产管理公司 (NB/CA)		1,812	0.11	569	4.80
2025-08-14	13F	弗里斯通格罗夫合伙公司		4,147		1,302
2025-08-27	NP	CMJAX - Calvert 美国中盘核心责任指数基金 A 类		1,520	2.70	477	7.67
2025-08-06	NP	林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别		1,416	19.59	445	25.07
2025-06-30	NP	PRFZ - Invesco FTSE RAFI US 1500 中小型 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		10,437	12.55	2,972	-2.49
2025-06-23	NP	MDPIX - 中型深度投资者类别		100	25.00	28	7.69
2025-08-26	13F/A	路德教会的 Thrivent 金融		22,097	28.36	7	20.00
2025-08-28	NP	TPLC - Timothy Plan 美国大盘核心 ETF		4,767	39.02	1,497	45.53
2025-07-16	13F	美国国家银行		180		57
2025-07-24	13F	罗纳德·布鲁信托公司		228	28.81	72	33.96
2025-08-28	NP	新时代阿尔法可变基金信托 - NAA 中期增长系列		4,068	9.44	1,277	14.63
2025-08-22	NP	CVMC - Calvert 美国中盘核心责任指数 ETF		231	12.68	73	18.03
2025-06-23	NP	IYY - iShares 道琼斯美国 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,118	1.64	318	-11.91
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		5		1
2025-08-14	13F	科学技术研究有限责任公司		1,543		484
2025-08-13	13F	EverSource 财富顾问有限责任公司		561	2,450.00	176	2,833.33
2025-08-14	13F	西永资本有限公司		1,340		421
2025-08-12	13F	少尉峰顾问公司		9,395	4.24	2,949	9.14
2025-08-26	NP	GFSYX - 机构战略另类基金				317	919.35
2025-07-28	NP	AVMC - Avantis 美国中型股票 ETF		775	16.89	239	15.46
2025-08-14	13F	哥谭资产管理有限公司		9,390	128.80	2,948	139.59
2025-08-13	13F	胜利资本管理公司		17,534	1.34	5,504	6.09
2025-08-14	13F	美世全球顾问公司 /adv		2,238	220.63	702	237.50
2025-08-26	NP	WOOPX - 摩根大通无畏中型基金 I 类		15,060	13.36	4,728	18.68
2025-08-14	13F	ISAM 基金（英国）有限公司		861		270
2025-07-21	13F	Qrg 资本管理公司		1,181	12.58	371	17.83
2025-08-07	13F	米德资产管理公司		40,984	15,972.16	12,866	16,828.95
2025-08-14	13F	原子金融集团有限公司		916	17.89	288	23.71
2025-08-12	13F	Legal & General 集团有限公司		49,501	3.80	15,540	8.66
2025-08-14	13F	海崖合伙人管理有限合伙人		24,000		7,534
2025-07-25	NP	SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		13,738	2.11	4,237	0.40
2025-08-08	13F	Avantax 咨询服务公司		3,302	11.59	1,037	16.80
2025-08-14	13F	迪尔伯恩合伙公司		9,663	525.03	3,034	555.08
2025-08-07	13F	ProShare 顾问有限责任公司		1,180	2.52	370	7.25
2025-08-07	13F	奥尔沃斯金融有限公司		155	32.48	49	50.00
2025-08-22	NP	FMDE - 富达增强型中盘 ETF		33,262	43.21	10,442	49.93
2025-07-25	13F	斯蒂芬斯咨询有限公司		3		1
2025-07-14	13F	农商投资公司		20	11.11	6	20.00
2025-08-14	13F	HRT金融有限责任公司		31,773	85.22	10	80.00
2025-08-22	NP	CVLC - Calvert 美国大盘核心责任指数 ETF		278	10.76	87	16.00
2025-07-25	13F	红杉财务顾问有限责任公司		800		251
2025-08-29	NP	DGRW - WisdomTree 美国优质股息增长基金不适用		17,207	10.01	5,402	15.16
2025-06-23	NP	MGPIX - 中型成长型深度基金投资者类别		96	45.45	27	28.57
2025-06-27	NP	ESCQX - 推出小型股票基金退休课程		5,957	5.88	1,696	-8.23
2025-06-26	NP	TMAAX - Thrivent 适度激进配置基金 A 类		2,026	111.48	577	83.44
2025-07-09	13F	帕拉斯资本顾问有限责任公司		669		210
2025-08-11	13F	交响金融有限公司		17,025		5,344
2025-07-21	13F	安迪纳资本管理有限责任公司		1,393	7.57	437	12.63
2025-08-14	13F	Point72 资产管理有限合伙人		123,200	103.14	38,676	112.67
2025-08-14	13F	ClearAlpha 技术公司		1,432		450
2025-08-14	13F	元盛资本集团有限公司		5,115		1,606
2025-08-01	13F	戴维环球基金管理有限公司		3,106	9.02	975	14.17
2025-07-24	13F	资本顾问有限公司		72	2.86	0
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类		724	61.25	227	69.40
2025-06-26	NP	贝莱德基金 - iShares Russell 中小型股指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,703	9.17	1,054	-5.39
2025-08-13	13F	西北互助财富管理公司		37	76.19	12	83.33
2025-08-12	13F	摩根大通公司		236,324	17.71	74,191	23.24
2025-08-13	13F	箭街资本有限合伙企业		193,612	18.83	60,781	24.40
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		2,352	22.25	670	5.85
2025-07-22	NP	GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF		357	6.25	110	4.76
2025-08-18	13F/A	哈德逊湾资本管理有限公司		660		207
2025-08-28	NP	BUYO - KraneShares Man Buyout Beta 指数 ETF		200	124.72	63	138.46
2025-08-04	13F	西蒙快速顾问有限公司		4,072	14.54	1,278	19.89
2025-06-24	NP	SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 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		5,968	2.51	1,699	-11.19
2025-07-28	NP	EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,422	19.30	439	17.43
2025-08-14	13F	柏图斯信托公司 (LTA)		2,410	56.29	757	63.64
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金		205		64
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		7,534	135.81	2,365	146.87
2025-07-28	NP	QVMM - Invesco S&P MidCap 400 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,678	5.21	1,134	3.47
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Put	3,100	55.00	973	62.44
2025-08-14	13F	法国巴黎银行套利公司		17,696	127.81	5,555	138.51
2025-08-05	13F	美国资本咨询有限责任公司		1		0
2025-07-15	13F	卡迪纳尔资本管理公司		13,854	12.31	4,349	17.60
2025-08-14	NP	FLDOX - 适度配置基金零售类		2,218		696
2025-06-26	NP	PQCCX - PGIM QMA 中型核心股票基金 R6 级		118	7.27	34	-8.33
2025-08-08	13F/A	斯特林资本管理有限公司		527	492.13	165	534.62
2025-08-14	13F	联伯恩斯坦有限责任公司		32,166	0.42	10,098	5.12
2025-08-14	13F	两个西格玛证券有限公司		4,441		1,394
2025-08-14	13F	两西格码投资有限合伙人		160,668	41.99	50,439	48.65
2025-08-18	13F	阿什福德资本管理公司		6,059	12.35	1,902	17.63
2025-07-11	13F/A	Umb Bank 北美/月		672	30.23	211	36.36
2025-07-29	13F	巴洛财富合作伙伴公司		49,072	33.63	15,237	47.85
2025-08-14	NP	FLSPX - SPECTRUM FUND 零售类		5,064	1,885.88	1,590	1,990.79
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		341	21.35	97	5.43
2025-07-22	13F	HFM投资顾问有限责任公司		2		1
2025-08-29	NP	EPS - WisdomTree 美国大型基金不适用		336	1.51	105	6.06
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		9,354	84.64	2,937	93.29
2025-07-22	13F	湾港财富管理有限责任公司		3	200.00	1
2025-07-23	13F	Klp资本管理公司		5,800	1.75	1,821	6.50
2025-08-12	13F	熵技术有限公司		4,655	68.84	1,461	76.88
2025-08-13	13F	阿蒙迪		162,681	22,716.41	50,512	24,301.93
2025-08-12	13F	普利股权公司	Put	0		0
2025-07-18	13F	山茱萸财富管理有限公司		36		11
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
2025-07-28	13F	安联资产管理有限公司		16,713		5,247
2025-08-26	NP	IPMIX - Voya 指数 Plus 中型股投资组合 I 类		8,498	580.93	2,668	613.10
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类		1,067	48.19	335	55.35
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		6,839	5.90	2,147	10.85
2025-08-14	NP	FLFGX - 全球配置基金零售类		437		137
2025-08-13	13F	帕克沃斯财富管理有限公司		2	100.00	1
2025-07-28	NP	XMLV - Invesco S&P MidCap 低波动性 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		31,004	8.64	9,562	6.81
2025-08-13	13F	国会财富管理有限责任公司/德国/		14,043	5.90	4,409	10.84
2025-08-14	13F	两个 Sigma 顾问，有限合伙人		142,200	55.07	44,641	62.34
2025-08-06	13F	AE 财富管理有限责任公司		1,740	1.16	546	6.02
2025-08-14	13F	Point72 亚洲（新加坡）私人有限公司有限公司		2,745	393.71	862	418.67
2025-08-11	13F	授权基金有限责任公司		4,011		1,259
2025-08-07	13F	Campbell & CO 投资顾问有限责任公司		7,046	111.91	2,212	121.77
2025-08-27	NP	高级系列信托 - AST T. Rowe 价格增长机会投资组合		4,461	33.52	1,400	39.86
2025-07-25	13F	约翰逊投资顾问公司		4,533	7.88	1,423	12.94
2025-05-15	13F	卡普罗克集团有限公司		947		284
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		716	3.92	225	8.74
2025-07-18	13F	精准财富策略有限责任公司		2,991	7.13	939	12.07
2025-07-09	13F	万通信托公司 Fsb/adv		69	590.00	22	950.00
2025-08-04	13F	资产标记公司		3		1
2025-08-14	13F	凯普斯通投资顾问有限公司		2,252		707
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		3,109	5.32	976	11.67
2025-08-28	NP	SSTIX - 道富总回报 VIS 基金 1 类股票 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		190	90.00	60	103.45
2025-07-28	NP	VCULX - 成长基金		392		121
2025-07-28	NP	RWK - Invesco S&P MidCap 400 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,602	0.74	803	-0.99
2025-08-14	13F	明治安田资产管理有限公司		641		201
2025-08-20	NP	QMFNX - AQR MS 融合基金 N 类		96		30
2025-08-11	13F	卓越基金管理有限公司		200,807	18.07	63	24.00
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类		3,098	58.63	973	66.15
2025-05-12	13F	野村资产管理有限公司		0		0
2025-08-05	13F	伯尼公司/		720		226
2025-08-11	13F	贝尔投资顾问公司		81	2.53	25	8.70
2025-08-22	NP	FEAC - 富达增强型美国全市值股票 ETF		10	42.86	3	50.00
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		219	7.35	68	6.35
2025-06-26	NP	TAAAX - Thrivent 积极配置基金 A 类		1,278	88.50	364	63.51
2025-08-08	NP	QBDSX - 量化管理收益基金投资者类别股票		1,168		367
2025-08-13	13F	挪威银行		296,958		93,224
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		1,729		533
2025-07-15	13F	毅力家族办公室有限责任公司		10		3
2025-07-29	NP	VRGWX - Vanguard Russell 1000 增长指数基金机构股票 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		32,986	6.21	10,174	4.41
2025-07-24	NP	ONEQ - 富达纳斯达克综合指数跟踪股票 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		10,458	0.48	3,225	-1.23
2025-08-20	NP	QMHIX - AQR 管理期货策略 HV 基金 I 类		4,405	-1,558.61	1,383	-1,635.56
2025-07-25	13F	海明顿财富管理		37	37.04	0
2025-08-13	13F	帕纳戈拉资产管理公司		58,661	3.47	18,415	8.32
2025-08-12	13F	Jw 科尔顾问公司		2,110	0.05	663	4.75
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		5,016	2.24	1,575	7.00
2025-07-16	13F	国会资产管理公司/马		60,411	7.46	18,965	12.50
2025-08-20	NP	QLEIX - AQR 多空股票基金 I 类		21,655	-436.94	6,798	-452.78
2025-07-24	13F	卡伦家族办公室有限责任公司		3,005	247.80	943	264.09
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		180	200.00	57	229.41
2025-08-06	13F	第一地平线顾问公司		194	13.45	61	17.65
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		4,220	7.65	1,302	5.86
2025-07-30	NP	FSAKX - 战略顾问美国全股票基金		55,955	69.86	17,258	66.99
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		1,420	7.01	446	12.09
2025-08-12	13F	LPL 金融有限责任公司		6,315	8.21	1,982	13.26
2025-08-12	13F	德意志银行\		2,211	14.98	694	20.49
2025-08-14	13F	匡蒂诺资本管理有限公司		31,146	48.15	9,778	55.09
2025-08-29	NP	QMID - WisdomTree 美国中型优质增长基金		54		17
2025-03-31	NP	FSMD - 富达中小因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,216	41.13	1,714	41.42
2025-07-25	NP	SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		26,790	3.21	8,263	1.46
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		8,062	2.21	2,295	-11.46
2025-08-08	13F	乌龟投资管理有限公司		13	44.44	4	100.00
2025-06-26	NP	TILIX - TIAA-CREF 大盘成长指数基金机构类别		14,712	11.25	4,189	-3.61
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		1,216		382
2025-07-23	NP	VYMYX - Voya 中型股研究增强型指数基金 W 级		1,767		545
2025-08-14	13F	劳里恩资本管理有限公司		950		298
2025-08-26	NP	EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类		233		73
2025-06-26	NP	FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,777	24.01	506	7.45
2025-07-30	13F	道德公司		2,738	10.36	857	14.57
2025-08-13	13F	安大略省医疗保健养老金计划信托基金		42,420	166.79	13,317	179.34
2025-08-15	13F	Captrust 财务顾问		75,647	2.76	23,748	7.58
2025-08-12	13F	奥肖内西资产管理有限公司		3,524	19.42	1,106	25.11
2025-08-11	13F	花旗集团		18,465	40.87	5,797	47.48
2025-08-12	13F	东南资产顾问公司		11,227	0.08	3,524	4.79
2025-08-26	NP	IUSG - iShares 核心标普美国增长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		21,542	1.95	6,763	6.74
2025-06-30	NP	GPGEX - Grandeur Peak Global Explorer 基金机构级		79		22
2025-07-25	13F	正义投资有限责任公司		4,676	20.27	1,468	25.92
2025-08-14	13F	科维茨投资集团合作伙伴有限责任公司		701		220
2025-04-28	NP	SIXL - 6 Meridian 低 Beta 股票策略 ETF		2,525	4.47	792	-7.37
2025-08-14	13F	未来资产全球ETFS控股有限公司		194	8.99	61	15.38

DE:MRS / Morningstar, Inc. - 机构投资人持股 - 买家

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