机构和基金投资人持股 - 买家
在西斯科公司中开设新头寸的主要持有者包括 间隔合伙人有限合伙人, GBLAX - 美国基金全球平衡基金 A 类, 德克萨斯州金斯顿资本合伙有限公司, Glenmede投资管理有限公司, PCGRX - 胜利先锋中型股价值基金A类, 间隔合伙人有限合伙人, 坎托·菲茨杰拉德投资顾问有限公司, JAKWX - 约翰汉考克纪律价值全球多空基金类别资产净值, FITLX - 富达美国可持续发展指数基金, 诺德万德顾问有限责任公司, MXMVX - Great-West 中盘价值基金投资者类别, TrueMark 投资有限责任公司, Elevation Series Trust - TrueShares 主动收益 ETF, 瑞穗证券美国有限公司, SummitTX Capital，LP, ABEQ - 绝对核心策略ETF, USXF - iShares ESG 高级 MSCI 美国 ETF, 投资有限责任公司, OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合, 和 APUE - ActivePassive 美国股票 ETF .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | 韩国投资公司 | 477,087 | 15.82 | 36,135 | 16.90 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 144,865 | 83.33 | 10,343 | 79.50 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 20,279 | 135.04 | 1,536 | 137.25 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 5,920 | 13.30 | 448 | 1.36 | ||||
| 2025-07-08 | 13F | 波斯顾问有限责任公司 | 7,397 | 4.70 | 560 | 5.66 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 4,235 | 23.87 | 321 | 25.00 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 1,209 | 5.77 | 0 | |||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 20,413 | 20.52 | 1,457 | 17.98 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 10,645 | 777 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 60,242 | 5.56 | 4,563 | 6.54 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 863 | 1.77 | 65 | 0.00 | ||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 40,314 | 3.07 | 3,053 | 4.02 | ||||
| 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 | 36,227 | 6.48 | 2,587 | 4.27 | ||||
| 2025-06-27 | NP | ESGIX - Dana Epiphany ESG 股票基金机构类别股票 | 17,000 | 6.25 | 1,214 | 4.03 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 7,989 | 10.27 | 605 | 11.42 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 24,149 | 4.88 | 1,829 | 5.91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 14,814 | 3.68 | 1,122 | 4.66 | ||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 80,388 | 6.98 | 5,740 | 4.75 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 10,157 | 4.19 | 769 | 5.20 | ||||
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 35,006 | 13.89 | 2,555 | 10.08 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -2,333 | -23.41 | -177 | -22.81 | |||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 474,675 | 68.69 | 35,966 | 70.33 | ||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 55,060 | 1.75 | 4,170 | 2.71 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 7,985 | 605 | ||||||
| 2025-07-17 | 13F | 詹尼资本管理有限公司 | 25,706 | 1.71 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 6,598 | 23.28 | 500 | 24.44 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 217 | 1.88 | 16 | -6.25 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 187,235 | 1.34 | 14,181 | 2.29 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 37,080 | 31.49 | 2,707 | 27.04 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 325,091 | 0.43 | 25 | 0.00 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 56 | 4 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 6,900 | 16.95 | 523 | 18.10 | |||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 21,022 | 37.93 | 1,501 | 35.01 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 223,566 | 0.94 | 15,963 | -1.16 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 48,800 | 14.02 | 3,696 | 15.10 | |||
| 2025-08-07 | 13F | 米德咨询服务公司 | 12,470 | 7.06 | 944 | 8.01 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型价值投资组合 A 类 | 13,947 | 12.56 | 1,056 | 13.67 | ||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 4,572 | 0.51 | 0 | |||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 8,830 | 23.84 | 669 | 24.86 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 824,833 | 0.83 | 62,473 | 1.77 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 5,320 | 388 | ||||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 3,000 | 227 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 58,161 | 381.54 | 4,405 | 387.28 | ||||
| 2025-07-18 | 13F | 西卡特联合有限责任公司 | 110,680 | 2.49 | 8,383 | 3.44 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 2,639,931 | 12.04 | 201,076 | 13.64 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -193 | -84.57 | -15 | -84.95 | |||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 4,653 | 70.13 | 352 | 71.71 | ||||
| 2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 72,269 | 958.27 | 5,160 | 884.73 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 15,760 | 1,194 | ||||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 109 | -209.00 | 8 | -214.29 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 1,017 | 4.95 | 77 | 6.94 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -103,535 | -14.57 | -7,842 | -13.78 | |||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 976,959 | 0.59 | 69,755 | -1.51 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 2,156,693 | 22.73 | 163,348 | 23.88 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 110 | 205.56 | 8 | 300.00 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 4,494 | 1.03 | 340 | 2.10 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 569,376 | 18.98 | 43,125 | 20.10 | ||||
| 2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 2,679 | 203 | ||||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 3,949 | 0.20 | 299 | 1.36 | ||||
| 2025-08-08 | 13F | 综合财务规划有限公司/PA | 28 | 2 | ||||||
| 2025-08-13 | 13F | 法国外贸银行 | 45,145 | 23.14 | 3,419 | 25.01 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 87,655 | 2.58 | 6,639 | 3.52 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 4,340 | 329 | ||||||
| 2025-03-24 | NP | JMID - Janus Henderson 中型股成长阿尔法 ETF | 2,943 | 121.95 | 215 | 116.16 | ||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,618,737 | 44.00 | 118,168 | 39.16 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 193,839 | 5.01 | 14,644 | 6.07 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 27 | 237.50 | 2 | |||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 2,518 | 123.43 | 191 | 126.19 | ||||
| 2025-06-26 | NP | CAIBX - 资本收益创造者 A 级 | 3,582,084 | 71.17 | 255,761 | 67.60 | ||||
| 2025-07-29 | 13F | VELA 投资管理有限公司 | 87,238 | 3.07 | 6,607 | 4.03 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 492 | 18.55 | 35 | 16.67 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 42,355 | 18.74 | 3,092 | 14.74 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 6,451 | 0.20 | 489 | 1.04 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 130 | 10 | ||||||
| 2025-07-16 | 13F | 顾问管理集团公司 /adv | 2,836 | 0.07 | 0 | |||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 361 | 25.78 | 26 | 23.81 | ||||
| 2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 24,146 | 3.67 | 1,829 | 4.64 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 24 | 2 | ||||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 52,483 | 3,975 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 6,999 | 9.72 | 530 | 10.88 | ||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 3,716 | 281 | ||||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 25,040 | 0.56 | 1,897 | 1.50 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 39,865 | 13.20 | 3,019 | 14.27 | ||||
| 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 | 10,886 | 5.47 | 825 | 6.46 | ||||
| 2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 6,879 | 5.20 | 521 | 6.33 | ||||
| 2025-08-28 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 成长和收益基金系列 I | 297,237 | 4.32 | 22,513 | 5.29 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 78,554 | 5.43 | 5,950 | 6.40 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 3,105 | 235 | ||||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 3,068 | 3.37 | 232 | 4.50 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 103,860 | 3.08 | 8 | 0.00 | ||||
| 2025-03-27 | NP | QUVU - 哈特福德质量价值 ETF | 24,108 | 9.56 | 1,758 | 6.55 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 42,318 | 58.46 | 3,205 | 60.01 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 81 | 37.29 | 6 | 50.00 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 20 | 1 | ||||||
| 2025-08-08 | 13F | 创意策划 | 245,093 | 40.16 | 18,563 | 41.46 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 45 | 2.27 | 3 | 0.00 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 43 | 3 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 22,333 | 1,692 | ||||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 55,832 | 4,229 | ||||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 7,794 | 16.47 | 556 | 14.17 | ||||
| 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 | 8,664 | 29.27 | 656 | 30.68 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 530,037 | 2.34 | 40,145 | 3.29 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 423,576 | 5.18 | 31,900 | 6.15 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 2,984 | 31.51 | 226 | 30.64 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 11,896 | 106.28 | 901 | 108.56 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 2,549 | 8.51 | 193 | 9.66 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 84,712 | 1.21 | 6,416 | 2.17 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 20,456 | 6.85 | 1,549 | 7.87 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 33 | 3 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 1,119,443 | 9.46 | 84,787 | 10.48 | ||||
| 2025-07-21 | 13F | 河景信托公司 | 2,543 | 169.67 | 193 | 174.29 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 79,500 | 6,021 | |||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 80,517 | 7.13 | 6,098 | 9.50 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 18,104 | 1,371 | ||||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 9,635 | 5.64 | 730 | 6.58 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 7,104 | 565 | ||||||
| 2025-08-25 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 45,600 | 7.80 | 3,454 | 8.79 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 9,742 | 769.82 | 696 | 758.02 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -21,792 | -1,651 | |||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 1,751 | 125 | ||||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 26 | 100.00 | 2 | |||||
| 2025-06-26 | NP | IEDI - iShares Evolved 美国全权委托支出 ETF | 1,615 | 8.32 | 115 | 6.48 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 33,794 | 6.13 | 2,464 | 0.98 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 264,581 | 66.83 | 20,039 | 68.39 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 138 | 45.26 | 10 | 28.57 | ||||
| 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 | 20,316 | 24.61 | 1,451 | 22.05 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 7,487 | 61.64 | 567 | 63.40 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 129,460 | 1.76 | 10 | 0.00 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 19,686 | 23.38 | 1,477 | 21.16 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 18,909 | 3.95 | 1,432 | 4.91 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 9,959 | 1.15 | 754 | 2.17 | ||||
| 2025-08-26 | NP | BUSA - Brandes 美国价值 ETF | 48,152 | 2.99 | 3,647 | 3.96 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 9,196 | 71.25 | 697 | 73.13 | ||||
| 2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 14,474 | 2.84 | 1 | 0.00 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,692 | 4.92 | 2,406 | 2.73 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 73,195 | 314.94 | 6 | 400.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 2,109 | 253.27 | 160 | 261.36 | ||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 42,657 | 27.56 | 3,231 | 28.74 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 74,762 | 30.73 | 5,612 | 32.24 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,694 | 3.74 | 1,000 | 0.20 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 6,938 | 10.28 | 525 | 11.23 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 161,669 | 1.13 | 11,543 | -0.98 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 2,684 | 0 | ||||||
| 2025-07-16 | 13F | AD Beadell 投资顾问有限公司 | 11,147 | 4.70 | 1 | |||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 120,766 | 1.01 | 8,623 | -1.10 | ||||
| 2025-08-06 | 13F | 稳健金融策略集团有限责任公司 | 10,325 | 2.96 | 782 | 3.99 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 35,447 | 62.37 | 2,685 | 63.86 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 7,725 | 6.51 | 552 | 4.36 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 24,358 | 75.57 | 1,845 | 77.14 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 46,904 | 4.69 | 3,553 | 5.68 | ||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 147 | 0.68 | 11 | 0.00 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 3,502 | 265 | ||||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 791,753 | 0.25 | 59,967 | 1.18 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 32,182 | 2,437 | ||||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 8,485 | 30.32 | 643 | 31.56 | ||||
| 2025-08-15 | NP | MBOVX - M 大盘价值基金 | 8,600 | 10.26 | 651 | 11.28 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 305,227 | 121.34 | 23,045 | 122.71 | ||||
| 2025-06-27 | NP | PEJ - 景顺动态休闲娱乐 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 | 239,290 | 17,085 | ||||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 14,086 | 3.81 | 1,067 | 4.72 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 35,308 | 7.38 | 2,674 | 8.39 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 49,037 | 5.67 | 3,714 | 6.66 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 448,600 | 5.78 | 33,977 | 6.76 | ||||
| 2025-07-22 | 13F | 英莱特财富管理有限责任公司 | 68 | 5 | ||||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 114,667 | 0.25 | 8,685 | 1.18 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 333 | 24 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 118,888 | 6.26 | 9,005 | 7.25 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 16,953 | 5.02 | 1,210 | 2.80 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 1,813 | 244.02 | 137 | 251.28 | ||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 10,088 | 39.30 | 764 | 40.70 | ||||
| 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 | 703,592 | 8.22 | 51,362 | 4.58 | ||||
| 2025-08-13 | 13F | 挪威银行 | 6,518,166 | 493,686 | ||||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 21,673 | 0.46 | 1,626 | 0.43 | ||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 4,867 | 11.45 | 369 | 12.54 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,758 | 223 | ||||||
| 2025-07-30 | 13F | 自由一投资管理有限公司 | 345,897 | 2.55 | 26,198 | 3.51 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 57,336 | 4,343 | ||||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 48,661 | 0.16 | 3,686 | 1.10 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 203,300 | 5.28 | 15,398 | 6.26 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 1,132 | 42.57 | 86 | 44.07 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 8,512 | 0.08 | 645 | 0.94 | ||||
| 2025-08-05 | 13F | 顾问首选有限责任公司 | 40,207 | 137.42 | 3,110 | 143.54 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 9,516 | 9.27 | 721 | 10.26 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 4,251 | 322 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,305 | 2.19 | 99 | 3.16 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 21,333 | 14.09 | 1,616 | 15.11 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 779 | 3.73 | 59 | 5.36 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 250 | 25.00 | 0 | |||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 4,349 | 8.89 | 329 | 10.03 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -18,106 | -35.15 | -1,371 | -34.53 | |||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 7,602 | 38.17 | 576 | 38.89 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 392,099 | 0.15 | 29,698 | 1.09 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 4,940 | 8.12 | 374 | 9.36 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 992,020 | 4.68 | 75,136 | 5.66 | ||||
| 2025-07-18 | 13F | 权力咨询集团有限责任公司 | 9,596 | 0.47 | 727 | 1.40 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 5,372 | 0.04 | 407 | 1.00 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 16,584 | 2.96 | 1,256 | 3.97 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 26 | 2 | ||||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 2,372,379 | 94.73 | 180,435 | 97.37 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 67,400 | 4,112.50 | 5,105 | 4,153.33 | |||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 10,667 | 3.00 | 762 | 0.79 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 19,475 | 147.87 | 1,391 | 130.90 | ||||
| 2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 9,715 | 1.20 | 709 | -2.21 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 37,106 | 2,810 | ||||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,569 | 0.51 | 119 | 0.85 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 270,200 | 340.78 | 20,465 | 344.97 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 548 | 42 | ||||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 20,814 | 1,576 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 92,468 | 4.93 | 7,004 | 5.90 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 326,416 | 11.57 | 23,828 | 7.82 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 11,927 | 160.07 | 903 | 162.50 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,898 | 15.09 | 219 | 16.49 | ||||
| 2025-07-30 | NP | LSOFX - LS 机会基金 - 机构类别 | Short | -34,481 | -4.04 | -2,517 | -7.26 | |||
| 2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 36,038 | 4.71 | 2,573 | 2.55 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 17,700 | 7.27 | 1,341 | 8.24 | ||||
| 2025-07-09 | 13F | 第一金融公司/in/ | 9,347 | 0.52 | 708 | 1.43 | ||||
| 2025-04-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,295 | 41.58 | 173 | 39.52 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 49,411 | 1.69 | 4 | 0.00 | ||||
| 2025-07-11 | 13F | 沃克金融服务公司 | 6,230 | 39.69 | 472 | 41.02 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 11,077 | 0.09 | 836 | -0.48 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 7,460 | 2.14 | 594 | 13.82 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 432 | 0.70 | 33 | 0.00 | ||||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 61,246 | 0.83 | 4,738 | 3.97 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 15,200 | 1,151 | |||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 41,071 | 21.75 | 3,111 | 22.88 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 3,188 | 0.03 | 246 | 2.93 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 492,943 | 0.33 | 37 | 2.78 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 15,840 | 19.38 | 1,200 | 20.50 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 1,044 | 1.16 | 79 | 2.60 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 46,027 | 24.02 | 3,486 | 25.22 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 129,540 | 8.45 | 9,249 | 6.20 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 13,090 | 31.04 | 991 | 32.31 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 7,706 | 17.15 | 563 | 13.31 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 3,635 | 0 | ||||||
| 2025-05-13 | 13F | 亚当斯财富管理 | 37,406 | 8.80 | 2,807 | 6.77 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 6,502 | 1.42 | 492 | 2.29 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 73 | 1.39 | 6 | 0.00 | ||||
| 2025-07-29 | NP | CVFCX - 先锋纪律价值基金：A 类 | 203,573 | 19.70 | 14,861 | 15.68 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 2,644 | 200 | ||||||
| 2025-08-01 | 13F | 方面财富公司 | 10,671 | 1.24 | 849 | 14.11 | ||||
| 2025-06-25 | NP | FSTA - 富达 MSCI 必需消费品指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 234,571 | 8.42 | 16,748 | 6.17 | ||||
| 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 | 21,743 | 9.82 | 1,552 | 7.55 | ||||
| 2025-07-21 | 13F | 机械金融公司 | 2,045 | 4.18 | 155 | 4.76 | ||||
| 2025-03-25 | NP | PCGRX - 先锋中型价值基金：A 类 | 164,363 | 42.61 | 11,985 | 38.75 | ||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 330,778 | 13.90 | 25,053 | 14.96 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 24,949 | 14.26 | 1,821 | 10.43 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 771 | 400.65 | 56 | 409.09 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 5,679,136 | 0.23 | 430,138 | 1.17 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 142,887 | 2.95 | 10,822 | 3.92 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 4,337 | 1.64 | 328 | 2.50 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 74,017 | 3,129.36 | 5,606 | 3,178.36 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 72,975 | 0.69 | 5,527 | 1.64 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 5,951 | 31.43 | 434 | 26.90 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 4,849 | 3.02 | 367 | 3.97 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 155,150 | 0.94 | 11,751 | 1.88 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 4,520 | 22.79 | 343 | 23.91 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 323,678 | 801.43 | 24,515 | 809.99 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 106 | 4.95 | 8 | 14.29 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 16,107 | 33.06 | 1,220 | 34.25 | ||||
| 2025-07-11 | 13F | 沃尔特公共投资公司 | 176,751 | 5.95 | 13,387 | 6.94 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 52,100 | 559.49 | 3,946 | 566.55 | |||
| 2025-07-22 | 13F | 格莱姆斯公司 | 10,769 | 0.31 | 816 | 1.24 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 49,300 | 155.44 | 3,734 | 157.80 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 319,296 | 2,392.75 | 24,183 | 2,416.44 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 326 | 25 | ||||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 844,350 | 38.93 | 63,951 | 40.23 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 68,054 | 11.64 | 5,154 | 12.68 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 1,660 | 125 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 60,807 | 16.83 | 4,607 | 17.95 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 2,725 | 47.78 | 144 | 0.70 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 32,058 | 5.92 | 2,340 | 2.36 | ||||
| 2025-08-28 | NP | Elevation Series Trust - TrueShares 主动收益 ETF | 37,106 | 2,810 | ||||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 458 | 234.31 | 0 | |||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 3,514 | 0.40 | 266 | 1.53 | ||||
| 2025-04-01 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 1,924 | 59.80 | 140 | 55.56 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 24,797 | 1.24 | 1,878 | 9.57 | ||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 36,047 | 4.86 | 2,730 | 5.85 | ||||
| 2025-04-25 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 7,300 | 551 | ||||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 86,194 | 1.59 | 6,154 | -0.53 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 50,934 | 3.39 | 3,858 | 4.36 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 2,895 | 0.70 | 219 | 1.86 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 52,349 | 6.06 | 3,928 | 4.11 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 3,398 | 257 | ||||||
| 2025-07-23 | 13F | DMG 集团有限责任公司 | 7,093 | 57.80 | 537 | 59.35 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 47,255 | 1.01 | 3,579 | 1.97 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心中型价值基金 | 121,183 | 35.29 | 8,652 | 32.48 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 1,185 | 7.73 | 90 | 8.54 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 66,295 | 2.37 | 5,021 | 3.33 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 9,049 | 2.39 | 685 | 3.32 | ||||
| 2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 9,568 | 725 | ||||||
| 2025-08-07 | 13F | 中央信托公司 | 3,862 | 14.80 | 293 | 15.87 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 372,901 | 16.26 | 28,244 | 17.35 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,969 | 3.09 | 426 | 0.95 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 289 | 2.48 | 24 | 9.52 | ||||
| 2025-05-30 | NP | STXD - Strive 1000 股息增长 ETF | 1,585 | 4.62 | 119 | 7.27 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 1,092,963 | 0.40 | 82,781 | 1.34 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 12,862 | 6.38 | 918 | 4.20 | ||||
| 2025-05-12 | 13F | Ccm投资集团有限责任公司 | 28,829 | 4.98 | 2,136 | 1.91 | ||||
| 2025-08-28 | NP | ADSIX - 纪律成长基金投资者类别 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 | 12,344 | 935 | ||||||
| 2025-08-29 | NP | DAEIX - Dean 股权收益基金 | 20,320 | 116.49 | 1,539 | 118.61 | ||||
| 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 | 70,992 | 5,377 | ||||||
| 2025-05-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 29,400 | 250.96 | 2,206 | 237.83 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 5,366 | 0.64 | 406 | 1.50 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 11,118 | 0.39 | 842 | 1.32 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 13,871 | 0.17 | 1,051 | 1.06 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 1,577 | 7.57 | 119 | 8.18 | ||||
| 2025-06-26 | NP | USISX - 收益股票基金份额 | 348,631 | 92.37 | 24,892 | 88.36 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 21,190 | 3.99 | 1,605 | 4.97 | ||||
| 2025-08-13 | 13F | 埃尔格森资本管理公司 | 3,669 | 0.71 | 278 | 1.47 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,430 | 26.89 | 108 | 28.57 | ||||
| 2025-08-14 | 13F | 新英格兰资产管理公司 | 129,630 | 0.48 | 9,818 | 1.43 | ||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 6,000 | 9.09 | 454 | 10.19 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 18,560 | 11.77 | 1,406 | 12.76 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 196,870 | 0.52 | 14,911 | 1.46 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 23,487 | 374.39 | 2 | |||||
| 2025-08-21 | NP | RTH - VanEck Vectors 零售 ETF | 67,635 | 2.34 | 5,123 | 3.29 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 12,836 | 162.93 | 972 | 165.57 | ||||
| 2025-08-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 股票和收益基金系列 I | 210,157 | 6.25 | 15,917 | 7.24 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 11,074 | 3.00 | 839 | 3.97 | ||||
| 2025-07-28 | NP | UGE - ProShares 超级消费品 | 2,111 | 97.11 | 154 | 92.50 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 62,346 | 19.10 | 4,722 | 20.21 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 3,446 | 11.59 | 252 | 7.73 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 10,076 | 0.74 | 763 | 1.73 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 105 | 8 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -630 | -48 | |||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 2,952 | 0.72 | 224 | 1.83 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 20 | 1 | -85.71 | |||||
| 2025-07-11 | 13F | 多元化信托公司 | 2,969 | 225 | ||||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 9,635 | 730 | ||||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 9,620 | 3.62 | 729 | 4.60 | ||||
| 2025-06-27 | NP | MPGVX - 蒙德里安全球股票价值基金 | 92,949 | 18.46 | 6,637 | 15.99 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 3,047 | 6.39 | 243 | 16.83 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 10,065 | 44.59 | 762 | 43.23 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 19,898 | 29.58 | 1,507 | 30.82 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 17,448 | 12.22 | 1,274 | 8.43 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 63,250 | 2.59 | 4,516 | 0.47 | ||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 63,193 | 12.70 | 6,625 | 57.45 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 22,483 | 21.93 | 1,687 | 19.73 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 11,100 | 3.03 | 1 | |||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 485,851 | 0.15 | 36,798 | 1.08 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 7,017 | 12.29 | 531 | 13.46 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 2,910 | 26.69 | 220 | 27.17 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -567 | -43 | |||||
| 2025-08-08 | 13F | 国民年金服务 | 872,060 | 0.64 | 66,050 | 1.58 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 3,541 | 268 | ||||||
| 2025-08-13 | 13F | Alerus 金融纳 | 1,086 | 82 | ||||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 17,692 | 0.59 | 1,340 | 1.52 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 5,558 | 41.03 | 421 | 42.37 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 53,157 | 3,795 | ||||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 243,148 | 1,096.71 | 18 | 1,700.00 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 103 | 8 | ||||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 468,231 | 1.06 | 34,181 | -2.34 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,911,367 | 1.38 | 136,472 | -0.73 | ||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 45,550 | 4.65 | 3,450 | 5.60 | ||||
| 2025-07-30 | 13F | Capstone Triton 金融集团有限责任公司 | 15,563 | 23.17 | 1,179 | 21.95 | ||||
| 2025-08-14 | 13F | 极地资本控股有限公司 | 218,531 | 1.36 | 16,552 | 2.31 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 130,988 | 13.61 | 9,353 | 11.24 | ||||
| 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 | 362,261 | 8.32 | 25,865 | 6.06 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 49 | 2.08 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 24,000 | 166.67 | 1,818 | 169.19 | ||||
| 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 | 94,823 | 1.89 | 7,182 | 2.84 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 3,005 | 2.95 | 228 | 3.65 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 11,679 | 1.43 | 885 | 2.31 | ||||
| 2025-05-29 | NP | JNL 系列信托 - JNL/Harris Oakmark 全球股票基金 (A) | 160,500 | 0.44 | 12,044 | -1.43 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 3,564 | 5.82 | 270 | 6.75 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 27,130 | 1.07 | 2,055 | 1.99 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 833 | 0.36 | 63 | 1.61 | ||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 46,241 | 692.20 | 3,302 | 676.71 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 11,950 | 26.59 | 905 | 32.31 | ||||
| 2025-06-26 | NP | SGIDX - Steward Global 股票收益基金 A 类 | 90,077 | 5.98 | 6,431 | 3.78 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 907,248 | 0.19 | 66,229 | -3.18 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 142,544 | 3.39 | 10,796 | 4.36 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 21,447 | 16,147.73 | 1,624 | 17,944.44 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 13,391 | 6.33 | 1,014 | 7.30 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 6,195 | 12.86 | 442 | 10.50 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 27,650 | 70.61 | 2,094 | 72.20 | ||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 2,999 | 227 | ||||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,164,656 | 207.57 | 88,211 | 210.45 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 9,392 | 3.78 | 711 | 4.71 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,906 | 5.65 | 143 | 4.38 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 3,300 | 222 | ||||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 462 | 16.67 | 35 | 17.24 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 676 | 51 | ||||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 3,200 | 4.07 | 242 | 5.22 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 78,851 | 4.68 | 6 | 0.00 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 25 | 8.70 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 第1620章 | 4,778 | 2.14 | 362 | 2.85 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 21,726 | 1,646 | ||||||
| 2025-07-16 | 13F | 美国国家银行 | 7,817 | 9.16 | 592 | 10.24 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 3,587 | 0.11 | 272 | 1.12 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 320 | 3.23 | 23 | 0.00 | ||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 8,547 | 0.39 | 647 | 1.41 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 18,722 | 35.21 | 1,418 | 36.48 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,754 | 4.65 | 125 | 2.46 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 3,387 | 8.84 | 257 | 9.87 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 10,415 | 1.89 | 789 | 9.90 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 306,946 | 15.00 | 19,805 | 6.81 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 4,674 | 13.92 | 354 | 15.31 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 1,318,120 | 10.12 | 99,834 | 11.15 | ||||
| 2025-05-14 | 13F | 峰会金融财富顾问有限责任公司 | 105,810 | 3.71 | 7,940 | 7.62 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 6 | 0 | ||||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 5,368 | 0.17 | 407 | 1.00 | ||||
| 2025-05-29 | NP | JAKVX - 约翰汉考克纪律价值全球多空基金 R6 类 | 25,823 | 13.31 | 1,938 | 12.55 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 3,712 | 3.69 | 281 | 4.85 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 1,619 | 123 | ||||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 25,862 | 2.42 | 1,888 | -1.05 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 14,235 | 51.23 | 1,078 | 52.69 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 44,375 | 6.35 | 3,361 | 7.31 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 267,822 | 6.94 | 20,285 | 7.94 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | Call | 109,900 | 8,324 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 5,846 | 443 | ||||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 1,869,801 | 141,619 | ||||||
| 2025-08-12 | 13F | 祈福资本合伙人有限公司 | 196,654 | 3.12 | 14,895 | 4.09 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 1,795 | 4.36 | 136 | 4.65 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 39,362 | 3.82 | 2,981 | 4.82 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 10,273 | 31.96 | 837 | 43.15 | ||||
| 2025-06-05 | NP | RESGX - 负责任的 ESG 美国股票投资组合 | 4,131 | 27.54 | 295 | 24.58 | ||||
| 2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 56,941 | 2.40 | 4,313 | 3.36 | ||||
| 2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 58,918 | 0.51 | 4,462 | 1.46 | ||||
| 2025-08-29 | NP | CANTOR SELECT 投资组合信托 - Cantor FBP 股票和股息加基金机构类别 | 9,500 | 720 | ||||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 505 | 38 | ||||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 2,940 | 19.27 | 223 | 11.00 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 6,997 | 2.31 | 530 | 3.12 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 4,791 | 0.23 | 363 | 1.12 | ||||
| 2025-08-13 | 13F | 布兰德斯投资合伙公司 | 806,944 | 2.58 | 61,118 | 3.54 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,701 | 1,198.56 | 193 | 1,180.00 | ||||
| 2025-08-11 | 13F | 塞泽特资本合伙公司 | 634,710 | 16.04 | 48,073 | 17.12 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 1,813 | 244.02 | 137 | 251.28 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 509 | 10.65 | 36 | 9.09 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 1,388 | 13.12 | 99 | 11.24 | ||||
| 2025-07-29 | 13F | 西北象限财富管理有限责任公司 | 2,808 | 0.25 | 213 | 0.95 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 13,900 | 1,040 | ||||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 25,510 | 3.23 | 1,932 | 4.21 | ||||
| 2025-07-23 | 13F | 构造顾问有限公司 | 6,395 | 484 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 7,961 | 31.00 | 603 | 32.02 | ||||
| 2025-08-14 | 13F | 松港财富管理有限责任公司 | 3,403 | 258 | ||||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,437 | 22.82 | 105 | 18.18 | ||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 49,657 | 101.19 | 3,761 | 103.08 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 5,670 | 82.73 | 430 | 84.91 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,757 | 1.56 | 133 | 3.10 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 60,300 | 2.55 | 4,305 | 0.42 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -269 | -20 | |||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 3,384 | 15.14 | 256 | 16.36 | ||||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 19,758 | 0.22 | 1,496 | 1.15 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 39,632 | 0.59 | 3,002 | 1.52 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 32 | 2 | ||||||
| 2025-08-06 | 13F | Rps 咨询解决方案有限责任公司 | 3,426 | 0.50 | 259 | 1.57 | ||||
| 2025-07-29 | 13F | 纬度顾问有限责任公司 | 3,447 | 12.83 | 261 | 13.97 | ||||
| 2025-08-11 | 13F | 艾睿金融公司 | 12,366 | 0.52 | 937 | 1.41 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 3,163 | 14.98 | 240 | 16.02 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 56 | 115.38 | 4 | 300.00 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 18,314,667 | 29.70 | 1,387,153 | 30.91 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 119,140 | 5.50 | 9,024 | 6.48 | ||||
| 2025-07-28 | NP | VAPPX - 资本增值基金 | 9,692 | 48.99 | 708 | 43.99 | ||||
| 2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 685,214 | 2.25 | 51,418 | 0.35 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 4,373 | 0.23 | 331 | 1.22 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 517,635 | 2.21 | 39,206 | 3.16 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 986,922 | 35.73 | 74,749 | 36.99 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 3,101 | 0.19 | 235 | 0.86 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 17,098,712 | 0.17 | 1,295,056 | 1.10 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | Short | -19,600 | 3 | |||||
| 2025-08-26 | NP | TEXN - iShares 德州股票 ETF | 1,001 | 76 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 2,880 | 0.59 | 218 | 1.87 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 42,860 | 7.22 | 3,246 | 8.24 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 158,246 | 2.46 | 11,986 | 3.42 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 135,454 | 6.33 | 9,671 | 4.12 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型价值投资组合 I 类 | 35,386 | 17.28 | 2,680 | 18.37 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 44,771 | 60.02 | 3,318 | 52.72 | ||||
| 2025-08-04 | 13F | 双城私人财富有限责任公司 | 14,620 | 1,107 | ||||||
| 2025-05-08 | NP | QBDSX - 量化管理收益基金投资者类别股票 | 9,435 | 93.26 | 708 | 103.45 | ||||
| 2025-07-25 | 13F | 蒙特鲁斯科博尔顿投资公司 | 832,875 | 12.06 | 63,082 | 13.10 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 10,409 | 20.11 | 788 | 21.23 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 20,871 | 1.87 | 1,490 | -0.20 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 5,930 | 9.35 | 449 | 10.59 | ||||
| 2025-06-27 | NP | PCGRX - 胜利先锋中型股价值基金A类 | 163,593 | 11,681 | ||||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 452,794 | 5.14 | 34 | 6.25 | ||||
| 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 | 36,204 | 71.80 | 2,742 | 73.43 | ||||
| 2025-06-26 | NP | TMCVX - Thrivent 中型价值基金 S 级 | 6,973 | 32.95 | 498 | 30.10 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 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 | 172,023 | 0.68 | 13,029 | 1.62 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 750 | 282.65 | 57 | 300.00 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 226,648 | 0.76 | 17 | 6.25 | ||||
| 2025-06-11 | NP | KTRAX - DWS Global Income Builder 基金 A 级 | 9,487 | 15.70 | 677 | 13.40 | ||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 5,518 | 0 | ||||||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 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 | 940,294 | 616.07 | 71,218 | 622.80 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 38 | 15.15 | 3 | 0.00 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 118,490 | 5.45 | 8,974 | 6.43 | ||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 7,624 | 8.46 | 577 | 9.49 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 23,465 | 3.56 | 1,777 | 4.53 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 14,190 | 96.16 | 1,064 | 98.51 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 12,184 | 136.08 | 923 | 138.24 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 32,536 | 0.72 | 2,464 | 1.65 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 17,382 | 6.99 | 1,269 | 3.34 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 3,401 | 12.17 | 258 | 13.22 | ||||
| 2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 3,264,316 | 20.84 | 233,072 | 18.32 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,264 | 45.08 | 2,803 | 42.07 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 24,000 | 7.96 | 1,818 | 8.93 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 100,620 | 4.55 | 7,621 | 5.51 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 137 | 448.00 | 10 | 900.00 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 14 | 180.00 | 1 | |||||
| 2025-08-12 | 13F | 南方平原金融公司 | 1,375 | 17.02 | 104 | 18.18 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 1,807,965 | 29.17 | 137 | 29.52 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 22,754 | 1,723 | ||||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 392 | 0.51 | 30 | 0.00 | ||||
| 2025-06-25 | NP | SPRAX - Pgim Qma 中盘价值基金 A 类 | 9,800 | 700 | ||||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 7,144 | 20.80 | 541 | 22.12 | ||||
| 2025-08-26 | NP | WSBFX - 华登平衡基金 | 10,000 | 757 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 300 | 23 | |||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 5,216 | 3.78 | 395 | 4.77 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 12,600 | 951 | |||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 8,864 | 48.58 | 647 | 43.78 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,332 | 0.61 | 1,119 | -2.78 | ||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 1,808 | 137 | ||||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 19,701 | 5.29 | 1,492 | 9.30 | ||||
| 2025-08-14 | 13F | 达美全球管理有限公司 | 34,980 | 2.07 | 2,649 | 3.03 | ||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 3,517 | 266 | ||||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 25,265 | 3.22 | 1,914 | 4.19 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 3,005 | 2.95 | 228 | 3.65 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 19,559 | 2.42 | 1,481 | 3.35 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 26 | 2 | ||||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 15,645 | 147.51 | 1,174 | 150.64 | ||||
| 2025-05-23 | NP | PIBAX - PGIM 平衡基金 A 类 | 2,800 | 64.71 | 210 | 69.35 | ||||
| 2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 303,141 | 3.34 | 22,960 | 4.30 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 23,582 | 2.64 | 1,786 | 3.60 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 36 | 28.57 | 3 | 0.00 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 III - MFS 中型价值投资组合初始类别 | 55,074 | 25.49 | 4,171 | 26.66 | ||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 190,000 | 138.99 | 14,391 | 141.24 | ||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 67,127 | 186.19 | 5,084 | 188.86 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 100,080 | 8.87 | 7,306 | 5.20 | ||||
| 2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 10,345 | 18.08 | 784 | 19.18 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 23,367 | 0.71 | 1,770 | 1.61 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 1,688,743 | 1.62 | 127,905 | 2.57 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,950 | 4.84 | 148 | 5.76 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 9,668 | 14.33 | 732 | 15.46 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 3,806 | 30.79 | 288 | 32.11 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 8,865 | 10.26 | 671 | 11.28 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 5,641 | 6.43 | 403 | 4.15 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 3,125 | 97.29 | 237 | 100.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 2,852,727 | 20.53 | 216,066 | 21.66 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 254,615 | 9.96 | 19,099 | 11.31 | ||||
| 2025-07-29 | NP | VCSAX - 先锋消费必需品指数基金 Admiral Shares | 1,565,784 | 3.64 | 114,302 | 0.16 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 4,032 | 305 | ||||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 23,066 | 17.59 | 1,747 | 18.68 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 83,255 | 6,306 | ||||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 17,944 | 49.73 | 1,359 | 51.17 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 42,535 | 3.27 | 3,222 | 3.20 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -227,613 | -20.37 | -17,239 | -19.62 | |||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 8,387 | 0.27 | 612 | -3.01 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 108,781 | 9.70 | 8,239 | 10.74 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 377,357 | 5.97 | 27,547 | 2.41 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 7,625 | 0.04 | 578 | 1.05 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 1,215,260 | 143.25 | 92,044 | 145.52 | ||||
| 2025-07-11 | 13F | 港湾资本顾问有限公司 | 11,790 | 916 | ||||||
| 2025-08-14 | 13F | 安盛公司 | 225,892 | 136.52 | 17,109 | 138.75 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 19,893 | 1 | ||||||
| 2025-08-07 | 13F | 米德资产管理公司 | 81 | 37.29 | 6 | 50.00 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 1,675 | 69.19 | 122 | 64.86 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 88,017 | 1.84 | 6,666 | 2.79 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 776,531 | 1.79 | 58,814 | 2.74 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 12,445 | 0.89 | 943 | 1.84 | ||||
| 2025-07-21 | 13F | 红山金融有限责任公司 | 3,098 | 221 | ||||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 2,537 | 6.69 | 192 | 7.87 | ||||
| 2025-08-15 | 13F | JCP投资管理有限责任公司 | 8,350 | 23.70 | 632 | 24.90 | ||||
| 2025-07-09 | 13F | 灯塔金融集团 | 9,955 | 55.52 | 754 | 57.08 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 31,248 | 21.99 | 2 | 100.00 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -366 | -28 | |||||
| 2025-07-14 | 13F | 富达财富管理 | 1,287 | 0.63 | 97 | 2.11 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 34,766 | 0.02 | 2,633 | 0.96 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 7,510 | 15.01 | 569 | 16.16 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18 | 20.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 南岸银行 | 68,780 | 2.80 | 5,209 | 3.76 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 27,357 | 22.17 | 2,072 | 23.33 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 391,724 | 29 | ||||||
| 2025-05-30 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44,733 | 1.38 | 3,357 | -0.50 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 8,345 | 5.58 | 632 | 6.58 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 20 | 150.00 | 2 | |||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,171,958 | 0.32 | 450,553 | -3.05 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 44,312 | 89.97 | 3,356 | 91.77 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 21,320 | 3.42 | 1,615 | 4.40 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 17,056 | 2.40 | 1,245 | -1.03 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 2,119 | 10.19 | 151 | 7.86 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 17,815 | 1,272 | ||||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 303 | 50.75 | 23 | 46.67 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 67,132 | 195.53 | 5,085 | 198.36 | ||||
| 2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 548,730 | 1.91 | 41,561 | 2.86 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,210 | 5.95 | 92 | 7.06 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 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 | 34,876 | 21.97 | 2,642 | 24.52 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 115,875 | 4.22 | 8,776 | 5.19 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 3,028 | 12.31 | 229 | 13.37 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 613 | 46 | ||||||
| 2025-08-15 | 13F | 全球视野资本管理有限公司 | 3,236 | 245 | ||||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 2,851 | 0.04 | 216 | 0.94 | ||||
| 2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 47,484 | 30.94 | 3,596 | 32.16 | ||||
| 2025-08-26 | NP | EKSAX - 富国银行多元化收益基金 A 类 | 22,013 | 1,667 | ||||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 4,472 | 3.98 | 339 | 4.97 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 7,341 | 0.51 | 556 | 1.46 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 232,356 | 2.17 | 18 | 0.00 | ||||
| 2025-07-28 | NP | ESN - 基本 40 股票 ETF | 28,381 | 5.56 | 2,072 | 2.02 | ||||
| 2025-08-26 | NP | WAMFX - 华登中型股基金 | 41,030 | 1.67 | 3,108 | 2.61 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 698 | 72.35 | 53 | 73.33 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 17,113 | 1,296 | ||||||
| 2025-05-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 13,000 | 39.78 | 976 | 43.38 | ||||
| 2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 38,041 | 2,881 | ||||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 281,004 | 0.16 | 20,513 | -3.21 | ||||
| 2025-07-08 | 13F | 利夫斯伯格财务咨询 | 602 | 46 | ||||||
| 2025-07-28 | NP | POWA - 景顺防御性股票 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 | 51,751 | 0.19 | 3,778 | -3.18 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 62,691,177 | 2.00 | 4,748,230 | 2.95 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 79,238 | 34.79 | 6,027 | 38.50 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 7,473 | 7.76 | 546 | 4.21 | ||||
| 2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 15,362 | 0.95 | 1,164 | 1.93 | ||||
| 2025-04-28 | NP | SWP - SWP 增长与收入 ETF | 22,244 | 0.61 | 1,680 | -1.41 | ||||
| 2025-07-15 | 13F | 卡根科科扎资产管理公司 | 9,262 | 2.91 | 701 | 3.85 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 91,106 | 13.09 | 6,900 | 14.14 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 69,897 | 5,294 | ||||||
| 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 | 5,032 | 6.18 | 381 | 7.32 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 6,449 | 2.32 | 488 | 3.39 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 25,108 | 1,902 | ||||||
| 2025-07-29 | 13F | 私人信托公司 | 6,316 | 3.42 | 478 | 4.37 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 11,753 | 0.88 | 890 | 1.83 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 29,024 | 7.10 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 17,039 | 196.12 | 1,291 | 193.85 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 90,815 | 11.01 | 6,484 | 8.70 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 73,522 | 2.94 | 5,569 | 3.90 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 42,439 | 2.62 | 3,030 | 0.50 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 4,294,634 | 0.11 | 325,276 | 1.04 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 22,888 | 78.97 | 1,734 | 80.71 | ||||
| 2025-08-28 | NP | SDY - SPDR(R) S&P(R) 股息 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 | 2,944,168 | 1.48 | 222,991 | 2.43 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 13,870 | 13.15 | 990 | 10.86 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,150 | 12.62 | 154 | 10.07 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 65 | 5 | ||||||
| 2025-08-07 | 13F | 中西部信托公司 | 9,424 | 714 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | 67,376 | 19.52 | 5,103 | 20.67 | ||||
| 2025-08-13 | 13F | 第1832章 | 30,198 | 2,287 | ||||||
| 2025-06-30 | NP | GLBL - Pacer MSCI 世界行业优势 ETF | 13 | 1 | ||||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 4,714,949 | 4.55 | 357,092 | 5.53 | ||||
| 2025-08-28 | NP | SEMCX - Simt 中盘基金 F 级 | 1,838 | 139 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 37,600 | 17.13 | 2,848 | 18.23 | |||
| 2025-08-08 | 13F | 万洲基石投资公司 | 11,502 | 4.53 | 871 | 5.58 | ||||
| 2025-08-26 | NP | DVAL - BrandywineGLOBAL-动态美国大盘价值 ETF | 21,662 | 69.14 | 1,641 | 70.66 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 4,284 | 4.54 | 324 | 5.54 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 21,947 | 27.55 | 1,662 | 28.74 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,128 | 104.27 | 2,437 | 100.00 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 2,822 | 214 | ||||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 60,163 | 7.15 | 4,392 | 3.54 | ||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 3,600 | 273 | ||||||
| 2025-06-17 | NP | 商业基金 - 中型价值基金股票 | 6,255 | 7.47 | 447 | 5.19 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 27,770 | 19.78 | 2,103 | 20.93 | ||||
| 2025-08-07 | 13F | FDx 顾问公司 | 4,754 | 4.48 | 0 | |||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 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 | 1,048,609 | 5.92 | 76,548 | 2.36 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 358,337 | 3.92 | 27,140 | 4.88 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 75,605 | 6.03 | 5,519 | 2.47 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 3,941 | 298 | ||||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 150 | 837.50 | 11 | 1,000.00 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 51,933 | 1.87 | 3,933 | 2.82 | ||||
| 2025-05-01 | 13F | 格兰特/格罗斯门德尔松有限责任公司 | 4,303 | 0.05 | 303 | -7.93 | ||||
| 2025-07-10 | 13F | 赫洛财富管理集团有限公司 | 4,866 | 0.08 | 369 | 1.10 | ||||
| 2025-04-10 | 13F | 联合消化控股公司 | 14,006 | 45.70 | 1,051 | 42.99 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 208,565 | 0.06 | 15,797 | 0.99 | ||||
| 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 | 20,904 | 149.90 | 1,583 | 152.47 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -91,371 | -14.10 | -6,524 | -15.90 | |||
| 2025-07-14 | 13F | 芝加哥信托公司 | 5,002 | 9.93 | 379 | 10.85 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 10,310 | 24.07 | 781 | 25.20 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 488,392 | 1.38 | 34,871 | -0.73 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 13,324 | 1.18 | 1,009 | 2.13 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 18,943 | 5.77 | 1,435 | 6.78 | ||||
| 2025-04-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 23,092 | 0.65 | 1,744 | -1.41 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 3,131,931 | 0.89 | 237,212 | 1.83 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 35,900 | 25.09 | 2,719 | 26.29 | |||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 67,816 | 18.61 | 4,951 | 14.61 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 701,000 | 202.42 | 53,094 | 205.24 | |||
| 2025-08-26 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 226,072 | 8.73 | 17,123 | 9.74 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 871 | 59.23 | 64 | 53.66 | ||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长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 | 789 | 3.95 | 58 | 0.00 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 20,163 | 22.62 | 1,527 | 19.02 | ||||
| 2025-06-27 | NP | BMVP - 景顺动态市场 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 | 27,366 | 10.44 | 1,954 | 8.14 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,864 | 1.69 | 990 | -0.50 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 11,609 | 0.78 | 879 | 1.74 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 16,758 | 7.58 | 1,269 | 8.65 | ||||
| 2025-07-30 | 13F | 舒尔霍夫公司 | 12,440 | 3.04 | 942 | 3.97 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 4,137 | 6.68 | 302 | 3.42 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 2,659 | 201 | ||||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 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 | 5,959 | 13.40 | 435 | 9.85 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 575 | 0.35 | 44 | 2.38 | ||||
| 2025-05-30 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 6,247 | 74.30 | 469 | 70.80 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,635 | 16.41 | 4,864 | 12.51 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 33,507 | 2,538 | ||||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 800 | 61 | ||||||
| 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 | 14,134 | 3.15 | 1,032 | -0.39 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 1,305 | 0 | ||||||
| 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 | 12,071 | 8.44 | 881 | 4.88 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 6,203 | 5.65 | 470 | 6.59 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 36,561 | 7.48 | 2,772 | 10.35 | ||||
| 2025-08-12 | 13F | 自由格列佛有限公司 | 19,178 | 0.02 | 1,453 | 0.97 | ||||
| 2025-05-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 46,600 | 911.50 | 3,497 | 873.82 | ||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 25,500 | 1,931 | ||||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 1,157,225 | 1.75 | 87,648 | 2.70 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 17,966 | 1,371 | ||||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 5,470 | 59.10 | 414 | 61.09 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 64,633 | 17.32 | 4,973 | 20.30 | ||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 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 | 248,785 | 16.99 | 18,843 | 18.08 | ||||
| 2025-08-18 | 13F | 惠灵顿资本管理公司 | 2,835 | 0 | ||||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 260,425 | 0.76 | 19,011 | -2.62 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 5,290 | 1.01 | 401 | 2.04 | ||||
| 2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 74,084 | 66.17 | 5,611 | 67.74 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 2,853 | 216 | ||||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 504 | 84.62 | 38 | 90.00 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 561 | 5.25 | 43 | 7.69 | ||||
| 2025-07-25 | NP | ILVFX - 哥伦比亚综合大盘价值基金机构类别 | 12,258 | 67.83 | 895 | 62.25 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,480,900 | 6.89 | 112,163 | 7.89 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 110,961 | 8,404 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 63,456 | 0.60 | 4,806 | 1.54 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 34,047 | -266.94 | 2,579 | -268.50 | ||||
| 2025-05-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 64,800 | 4,863 | ||||||
| 2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 36,056 | 2,731 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 157 | 13 | ||||||
| 2025-07-31 | 13F | 李丹纳巴斯公司 | 185,927 | 0.87 | 14,082 | 1.81 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 5,350 | 71.36 | 405 | 73.08 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 1,423 | 0.07 | 108 | 0.94 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 321 | 34.31 | 24 | 41.18 | ||||
| 2025-08-14 | 13F | Xponance公司 | 123,166 | 5.36 | 9,329 | 6.35 | ||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 10,871 | 794 | ||||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 7,975 | 49.57 | 1 | |||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 1,480 | 8.66 | 112 | 9.80 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 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 | 58,203 | 4,156 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 38,859 | 28.92 | 2,943 | 30.16 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 27,728 | 2,024 | ||||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 4,570 | 346 | ||||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,589 | 6.77 | 1,722 | 3.18 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 56,735 | 12.49 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 39,216 | 79.04 | 2,970 | 80.77 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 33,948 | 0.70 | 2,680 | 5.85 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 149 | 46.08 | 11 | 57.14 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 665 | 2.94 | 50 | 4.17 | ||||
| 2025-07-29 | 13F | 多拉山第一国民银行信托投资服务 | 5,077 | 3.04 | 385 | 4.07 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 49,030 | 0.72 | 3,714 | 1.67 | ||||
| 2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 10,824 | 0.29 | 820 | 1.24 | ||||
| 2025-06-03 | 13F | 投资有限责任公司 | 26,944 | 2,022 | ||||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 239,370 | 9.88 | 18,130 | 10.90 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 54,280 | 11.37 | 4,111 | 12.41 | ||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 110,343 | 38.64 | 8,357 | 39.94 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 8,223 | 0.01 | 623 | 0.97 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 19,948 | 1.24 | 1,511 | 3.42 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 175,969 | 13,328 | ||||||
| 2025-08-25 | NP | MVCAX - MFS 中盘价值基金 A | 1,623,604 | 21.28 | 122,972 | 22.41 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 184,852 | 35.88 | 13,871 | 33.36 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 953 | 6.72 | 68 | 4.62 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 737 | 2.36 | 56 | 1.85 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 56,260 | 0.55 | 4,261 | 1.50 | ||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 3,244 | 3.08 | 246 | 3.81 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 3,285 | 254 | ||||||
| 2025-07-28 | NP | VCULX - 成长基金 | 4,489 | 328 | ||||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 1,223 | 89 | ||||||
| 2025-07-29 | NP | EBI-长景优势ETF | 3,118 | 886.71 | 228 | 886.96 | ||||
| 2025-08-13 | 13F | 地峡合伙人有限公司 | 161,113 | 0.85 | 12,203 | 1.79 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 1,517,244 | 8.46 | 114,916 | 9.48 | ||||
| 2025-05-15 | NP | PSET - 主要价格制定者指数 ETF | 8,023 | 7.30 | 602 | 5.43 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,245 | 5.69 | 94 | 6.82 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 10,743 | 24.05 | 814 | 25.27 | ||||
| 2025-07-16 | 13F | 远景资本管理公司 | 12,687 | 6.43 | 961 | 7.38 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 10,295 | 133.18 | 780 | 135.35 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 81,747 | 22.17 | 6,192 | 23.30 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 203,829 | 3.44 | 15,438 | 4.41 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 96,031 | 8.58 | 7,273 | 9.60 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mfs 中盘价值基金 Jnl/mfs 中盘价值基金 (a) | 182,127 | 18.44 | 13,794 | 19.54 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 139,276 | 1.48 | 10,549 | 2.42 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 12,274 | 26.33 | 930 | 27.43 | ||||
| 2025-04-25 | NP | SNPV - Xtrackers S&P 500 价值 ESG ETF | 286 | 0.35 | 22 | 0.00 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 6,419 | 2.36 | 486 | 3.40 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 320 | 6.31 | 23 | 4.55 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 5,493 | 0.44 | 416 | 1.46 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 2,702 | 0.33 | 205 | 0.99 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 400 | 19.76 | 30 | 20.00 | ||||
| 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 | 19,860 | 9.69 | 1,504 | 10.75 | ||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 181,178 | 43.16 | 13,722 | 44.50 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 501,116 | 8.90 | 37,955 | 9.91 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 583,238 | 7.38 | 41,643 | 5.14 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 1,735 | 14.82 | 131 | 15.93 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 81,208 | 0.58 | 6,151 | 1.52 | ||||
| 2025-06-26 | NP | AMECX - 美国 A 类收入基金 | 10,165,407 | 24.15 | 725,810 | 21.56 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 33,979 | 0.81 | 2,574 | 1.74 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 10,091 | 14.27 | 764 | 15.41 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 27,144 | 0.98 | 1,938 | -1.12 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 37 | 117.65 | 3 | 100.00 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 104,900 | 3.38 | 7,490 | 1.22 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 5,288 | 6.57 | 401 | 7.53 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 13,970 | 1,058 | ||||||
| 2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 11,342 | 0.02 | 859 | 1.06 | ||||
| 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 | 1,656,949 | 6.86 | 118,306 | 4.63 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 4,549 | 345 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 17,916 | 338.37 | 1,357 | 343.14 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 15,119 | 0.33 | 1,079 | -1.73 | ||||
| 2025-08-26 | NP | KXI - iShares 全球必需消费品 ETF | 107,618 | 13.94 | 8,151 | 15.00 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 492,396 | 20.75 | 38,092 | 23.86 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 18,578 | 95.95 | 1,407 | 97.89 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 3,444 | 0 | ||||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30 | 20.00 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 15 | 200.00 | 1 | |||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 676 | 255.79 | 51 | 292.31 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 35,914 | 56.02 | 2,720 | 57.50 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 84,893 | 0.91 | 6,061 | -1.19 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 15,438 | 34.96 | 1,169 | 36.25 | ||||
| 2025-05-15 | NP | PY - 主要股东收益率指数 ETF | 30,229 | 278.67 | 2,268 | 271.80 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 236 | 11.85 | 18 | 13.33 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 463 | 30.42 | 34 | 26.92 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 51,012 | 128.65 | 3,864 | 130.76 | ||||
| 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 | 491,106 | 2.66 | 35,851 | -0.79 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 320 | 4.23 | 24 | 4.35 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 7,169 | 0.65 | 576 | 13.41 | ||||
| 2025-07-30 | 13F | 保罗·达蒙联合公司 | 3,824 | 290 | ||||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 3,502 | 24.67 | 265 | 26.19 | ||||
| 2025-04-28 | NP | BFOR - 巴伦 400 ETF | 4,706 | 1.20 | 355 | -0.84 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 11,500 | 2.92 | 871 | 3.94 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 52,703 | 3.91 | 3,992 | 4.86 | ||||
| 2025-08-14 | 13F | 金洛克资本有限责任公司 | 48,023 | 1.42 | 3,637 | 2.36 | ||||
| 2025-07-10 | 13F | 独木舟金融有限合伙人 | 1,477,348 | 3.23 | 111,894 | 4.19 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 366,081 | 6.74 | 27,727 | 7.73 | ||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 28,705 | 1.13 | 2,174 | 2.11 | ||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 16,313 | 1,191 | ||||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 2,645 | 188.44 | 200 | 194.12 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 112,203 | 6.71 | 8,498 | 7.71 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 20,039 | 15.71 | 1,518 | 16.78 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 61,815 | 45.56 | 4,682 | 46.92 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 26,852 | 14.52 | 2,034 | 15.58 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 120 | 9 | ||||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 14 | 1 | ||||||
| 2025-05-13 | 13F | 蒙德里安投资伙伴有限公司 | 1,874,125 | 10.27 | 140,634 | 13.48 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 151,480 | 6,486.09 | 2 | -98.84 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,324 | 4.98 | 4,915 | 1.45 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 30,556 | 4.18 | 2,314 | 5.18 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 多元化股息基金系列 I | 86,839 | 2.10 | 6,577 | 3.06 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 7,047 | 0.67 | 534 | 1.52 | ||||
| 2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 2,724 | 1.83 | 206 | 3.00 | ||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 5,171 | 0.60 | 392 | -0.51 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 106,652 | 0.18 | 7,786 | -3.20 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 975 | 1,047.06 | 74 | 1,116.67 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 1,099,906 | 34.85 | 83 | 36.07 | ||||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 883 | 7.42 | 64 | 3.23 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 497 | 38.83 | 38 | 42.31 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 44,196 | 18.05 | 3,347 | 18.73 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 90,338 | 4.34 | 6,842 | 5.33 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 149,829 | 6.80 | 11,348 | 7.80 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 5,162 | 0.39 | 391 | 1.30 | ||||
| 2025-05-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 4,400 | 344.44 | 330 | 328.57 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 183,300 | 0.49 | 14 | 0.00 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 1,144,969 | 4.11 | 86,720 | 5.09 | ||||
| 2025-07-29 | NP | ACEIX - 景顺股票和收益基金 A 类 | 1,950,440 | 6.85 | 142,382 | 3.26 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 3,354 | 268 | ||||||
| 2025-07-14 | 13F | 麦克马洪财务顾问有限责任公司 | 8,517 | 2.71 | 645 | 3.70 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 176,488 | 3.42 | 13,367 | 4.39 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 24,569 | 0.59 | 1,861 | 1.53 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 12,307 | 52.79 | 1 | |||||
| 2025-07-30 | 13F | 工作室投资管理有限公司 | 7,386 | 146.45 | 559 | 149.55 | ||||
| 2025-06-25 | NP | KNG - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income 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 | 716,506 | 2.32 | 51,159 | 0.19 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 7,248 | 549 | ||||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 15,747 | 20.98 | 1,193 | 22.13 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 41,149 | 5.19 | 3,117 | 6.17 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 16 | 1 | ||||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 12,551,872 | 1.48 | 946,694 | 2.32 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 631,635 | 4.68 | 47,840 | 5.66 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 122,734 | 247.24 | 9,296 | 250.49 | ||||
| 2025-08-15 | 13F | 布朗财务顾问 | 6,417 | 3.92 | 486 | 4.97 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 2,796 | 1.56 | 212 | 2.43 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 11,367 | 48.74 | 886 | 54.45 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 2,766 | 0.14 | 208 | -1.90 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 1,118,163 | 20.67 | 84,690 | 21.80 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 44,529 | 4.55 | 3,251 | 1.03 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 3,127,537 | 0.20 | 236,880 | 1.14 | ||||
| 2025-08-26 | NP | IUAAX - VY(R) Invesco 股票和收益投资组合类别 ADV | 72,426 | 6.84 | 5,486 | 7.82 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 25 | 212.50 | 2 | |||||
| 2025-08-08 | 13F | 凤凰财富顾问 | 3,272 | 0.77 | 248 | 1.65 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 1,479 | 64.15 | 112 | 67.16 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 17,021 | 10.78 | 1,355 | 17.53 | ||||
| 2025-06-27 | NP | RSPS - Invesco S&P 500 等权重消费必需品 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 | 94,670 | 3.67 | 6,759 | 1.50 | ||||
| 2025-08-06 | 13F | 卡内基湖顾问有限公司 | 7,850 | 2.61 | 1 | |||||
| 2025-08-26 | NP | Texas Capital Funds Trust - Texas Capital 德克萨斯股票指数 ETF | 7,527 | 8.04 | 570 | 9.20 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 13,759,091 | 1.23 | 1,042,114 | 2.17 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 673,284 | 11.53 | 50,995 | 12.57 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 15,597,290 | 1.00 | 1,181,339 | 1.94 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 589,000 | 4.99 | 44,611 | 5.97 | |||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 11,509 | 10.61 | 840 | 7.01 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 114 | 8 | ||||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 19,107 | 2.69 | 1,447 | 3.65 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 80,236 | 4.53 | 6,077 | 5.50 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -200,670 | 1.92 | -15,199 | 2.87 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 716,100 | 179.07 | 54,237 | 181.68 | |||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 38,463 | 1.41 | 3 | 0.00 | ||||
| 2025-04-28 | NP | SXQG-6经络优质增长ETF | 9,665 | 8.05 | 730 | 5.95 | ||||
| 2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 913,023 | 0.06 | 69,152 | 0.99 | ||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 26,855 | 0.07 | 1,960 | -3.31 | ||||
| 2025-04-28 | NP | PTL-Inspire 500 ETF | 9,514 | 13.11 | 719 | 10.80 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 5,427 | 20,773.08 | 411 | 41,000.00 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 1,564 | 118 | ||||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 400 | 30 | ||||||
| 2025-06-23 | NP | IYK - iShares 美国消费品 ETF | 336,397 | 19.19 | 24,019 | 16.71 | ||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 41,033 | 0.05 | 3,108 | 0.97 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 4,864 | 368 | ||||||
| 2025-08-08 | 13F | 联合资产策略公司 | 28,362 | 174.88 | 2,148 | 177.52 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 6,340 | 28.42 | 480 | 29.73 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 4,556 | 9.31 | 325 | 7.26 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 2,794 | 212 | ||||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 34,422 | 0.81 | 2,607 | 1.76 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 3,887 | 294 | ||||||
| 2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 2,873 | 0.63 | 218 | 1.40 | ||||
| 2025-08-27 | NP | PVFYX - 胜利先锋核心股票基金Y类 | 412,562 | 21.34 | 31,247 | 22.47 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 33,654 | 3.14 | 2,549 | 4.08 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 566,915 | 42,938 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,029 | 49.39 | 305 | 45.24 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 320,068 | 3.79 | 22,853 | 1.63 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,837 | 12.52 | 4,002 | 13.57 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 34 | 3 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 428,526 | 3.12 | 30,597 | 0.97 | ||||
| 2025-06-26 | NP | GBLAX - 美国基金全球平衡基金 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 702,095 | 50,130 | ||||||
| 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 | 36,676 | 2.62 | 2,677 | -0.82 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 12,865 | 13.54 | 939 | 9.82 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 10,606 | 268.39 | 803 | 271.76 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 1,092,395 | 0.11 | 82,738 | 1.05 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 1,637 | 3.67 | 124 | 4.24 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,474 | 20.42 | 105 | 17.98 | ||||
| 2025-07-21 | 13F | Jmac企业有限公司 | 5,100 | 10.87 | 386 | 11.88 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 58,222 | 4,410 | ||||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 2,798 | 2.94 | 212 | 3.94 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 133,827 | 27.51 | 10,136 | 28.71 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 362 | 9.04 | 27 | 12.50 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 124,280 | 443 | ||||||
| 2025-08-25 | NP | LVHD - 美盛低波动高股息 ETF | 138,167 | 6.68 | 10,465 | 7.67 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 118 | 9 | ||||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 1,025 | 1.49 | 78 | 2.67 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 3,751 | 284 | ||||||
| 2025-08-14 | 13F | 东海岸资产管理有限公司。 | 15,624 | 0.10 | 1,183 | 1.02 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 50,254 | 3,806 | ||||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 23,118 | 49.64 | 1,735 | 46.82 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 200,926 | 0.68 | 15,218 | 1.62 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 5,850 | 443 | ||||||
| 2025-07-21 | 13F | DMKC 咨询服务有限公司 | 34,991 | 52.35 | 2,726 | 58.21 | ||||
| 2025-06-23 | NP | CNPIX - 消费品超行业深度投资者类别 | 1,785 | 127.97 | 127 | 122.81 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 18,237 | 1,331 | ||||||
| 2025-08-14 | 13F | 特洛伊资产管理有限公司 | 396,088 | 30,000 | ||||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 76,490 | 5,793 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 5,300 | 8.16 | 401 | 9.26 | |||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 2,941 | 6.44 | 215 | 2.88 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 1,975 | 79.38 | 150 | 81.71 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 4,449 | 64.90 | 318 | 61.73 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 5,732,089 | 12.68 | 434,148 | 13.73 | ||||
| 2025-07-29 | NP | PRVS - 帕纳索斯价值精选 ETF | 2,913 | 7.89 | 221 | 8.91 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 18,378 | 9.99 | 1,392 | 11.01 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 2,252 | 8.06 | 171 | 8.97 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 25,896 | 3.09 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 4,444 | 336 | ||||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 130,007 | 1.64 | 9,847 | 2.58 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 3,604 | 273 | ||||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 419,480 | 5.71 | 31,771 | 6.69 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 202,260 | 13.67 | 15,320 | 14.75 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 3,972 | 150.60 | 301 | 154.24 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 572,381 | 2.52 | 43,352 | 3.48 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 8,320 | 8.47 | 630 | 9.57 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 196,995 | 4.44 | 14,920 | 5.41 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 5,766 | 6.25 | 437 | 7.13 | ||||
| 2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 2,347 | 168 | ||||||
| 2025-08-07 | 13F | 半岛资产管理公司 | 38,015 | 0.51 | 2,879 | 1.44 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,658 | 4.97 | 883 | 5.88 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 13,982 | 10.73 | 1,059 | 11.83 | ||||
| 2025-06-26 | NP | MSTGX - 晨星全球收益基金 | 2,214 | 158 | ||||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 6,080 | 1.47 | 460 | 2.45 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 3,584 | 9.33 | 271 | 10.61 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 6,128 | 1.98 | 464 | 3.11 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 492 | 5.81 | 37 | 2.86 | ||||
| 2025-08-14 | 13F | 哈里斯联合有限合伙人 | 8,731,303 | 1.92 | 661,309 | 2.87 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 51,219 | 29.03 | 3,879 | 30.26 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 300,327 | 6.30 | 22,747 | 7.29 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 19,218 | 31.65 | 1 | 0.00 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 2,188 | 962.14 | 166 | 1,000.00 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 419 | 94.88 | 32 | 93.75 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 19,114 | 17.48 | 1,448 | 18.61 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 24,747 | 0.97 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | 特维斯投资管理公司 | 12,590 | 954 | ||||||
| 2025-07-30 | 13F | 圣詹姆斯投资有限公司 | 174,160 | 13,191 | ||||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 104,358 | 0.98 | 7,904 | 1.92 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 686,155 | 170.94 | 51,969 | 173.46 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 46 | 4.55 | 3 | 0.00 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 166,742 | 22.00 | 12,632 | 23.10 | ||||
| 2025-08-08 | NP | QCGDX - 量化共同基金投资者类别股票 | 32,707 | 2,477 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 143,700 | 38.57 | 10,884 | 39.87 | |||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 10,515 | 22.41 | 844 | 38.59 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 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 | 255,779 | 8.15 | 18,672 | 4.51 | ||||
| 2025-07-23 | NP | CFMSX - 中盘精选基金栏 | 236,105 | 3.40 | 17,236 | -0.08 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 8,651 | 1 | ||||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 24 | 2 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 77,446 | 37.16 | 5,866 | 38.42 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 86 | 6 | ||||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 202,911 | 2.25 | 15,368 | 3.21 | ||||
| 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 | 247,292 | 0.84 | 18,052 | -2.55 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,951 | 4.02 | 215 | 0.47 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 29,068 | 9.41 | 2,202 | 10.44 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 2,963 | 3.13 | 224 | 4.19 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 19,714 | 8.55 | 1,493 | 9.62 | ||||
| 2025-08-29 | NP | DIAMX - 钻石山多空基金 A 级 | 498,330 | 9.49 | 37,744 | 10.51 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 36,500 | 92.11 | 2,765 | 93.96 | |||
| 2025-08-11 | 13F | 交响金融有限公司 | 2,640 | 204 | ||||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 12,706 | 4.25 | 962 | 5.25 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 6,775 | 145.12 | 513 | 147.83 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 66,483 | 0.03 | 5,035 | 0.96 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 246,514 | 0.15 | 18,671 | 1.08 | ||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 2,820 | 4.95 | 214 | 5.97 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 280 | 0.36 | 21 | 5.00 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 115,557 | 5.63 | 8,752 | 6.61 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 9,300 | 34.78 | 704 | 36.17 | |||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 15,380 | 76.60 | 1,157 | 78.12 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 5,386 | 19.56 | 408 | 20.41 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 3,027 | 5.10 | 229 | 6.02 | ||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 12,470 | 6.99 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 71,899 | 42.62 | 5 | 66.67 | ||||
| 2025-08-26 | NP | ABEQ - 绝对核心策略ETF | 28,050 | 2,125 | ||||||
| 2025-05-13 | 13F | CacheTech 公司 | 37,406 | 8.80 | 2,807 | 6.77 | ||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 5,242 | 24.16 | 393 | 22.05 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 10,339 | 84.66 | 783 | 86.43 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 7,988 | 17.71 | 605 | 18.86 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 3,657 | 277 | ||||||
| 2025-07-31 | 13F | 卡博特财富管理公司 | 153,870 | 2.97 | 11,654 | 3.93 | ||||
| 2025-07-29 | NP | ACGIX - 景顺成长和收益基金 A 类 | 962,308 | 5.06 | 70,248 | 1.52 | ||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 189,169 | 9.18 | 14,328 | 10.20 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -28,637 | -20.24 | -2,169 | -19.52 | |||
| 2025-07-22 | 13F | 达文波特有限公司 | 60,051 | 0.24 | 4,548 | 1.18 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 6,514 | 2.23 | 493 | 3.14 | ||||
| 2025-07-22 | 13F | 渴望私人资本有限责任公司 | 11,732 | 0.85 | 889 | 1.83 | ||||
| 2025-05-02 | 13F | 新英格兰退休计划公司 | 10,282 | 772 | ||||||
| 2025-08-12 | 13F | 阿彻投资公司 | 1,893 | 0.05 | 143 | 0.70 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 308 | 21.74 | 23 | 27.78 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 6,442 | 55.53 | 488 | 57.10 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 1,437 | 369.61 | 154 | 595.45 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 10,699,327 | 1.55 | 810,367 | 2.49 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 525 | 2,286.36 | 40 | 3,800.00 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 481 | 44.44 | 0 | |||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 12,425 | 2.16 | 887 | 0.11 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 4,807 | 2.32 | 364 | 3.41 | ||||
| 2025-08-12 | 13F | 波士顿研究与管理公司 | 68,205 | 3.77 | 5 | 25.00 | ||||
| 2025-07-28 | NP | VSRDX - 美国社会责任基金 | 1,513 | 110 | ||||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 149,983 | 11,360 | ||||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 3,058 | 0.13 | 232 | 0.87 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 8 | 1 | ||||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 125 | 9 | ||||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 5,063 | 24.95 | 383 | 25.99 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 3,086 | 17.43 | 234 | 16.50 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 33 | 43.48 | 3 | 100.00 | ||||
| 2025-08-14 | 13F | KKM 金融有限责任公司 | 44,138 | 24.79 | 3,343 | 25.96 | ||||
| 2025-07-23 | 13F | 哥伦布宏有限责任公司 | 110,584 | 15.06 | 8,376 | 16.13 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 12,684 | 3.59 | 961 | 4.58 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 577 | 44 | ||||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 33,658 | 2.94 | 2,549 | 3.91 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 105 | 8 | ||||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 239,238 | 2.58 | 18,098 | 3.51 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 2,866 | 6.54 | 217 | 7.96 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 63 | 5 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 2,113 | 26.91 | 160 | 29.03 | ||||
| 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 | 81,761 | 16.43 | 5,838 | 14.00 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 1,384,579 | 36.19 | 104,868 | 37.46 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 3,213 | 243 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 9,046 | 0.93 | 685 | 1.93 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 25,608 | 1.65 | 1,940 | 2.59 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 526 | 1.94 | 38 | 0.00 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 173,374 | 19.84 | 13,131 | 20.96 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 16,780 | 11.52 | 1,271 | 12.49 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 31,382 | 16.23 | 2,377 | 17.28 |
