机构和基金投资人持股 - 买家
在汤森路透公司中开设新头寸的主要持有者包括 伍德布里奇有限公司, TLT 家族控股公司 ULC, LCC家族公司, SEG家族企业, DKRT投资公司, PJT投资公司, 皮克顿马奥尼资产管理公司, AIM COUNSELOR系列信托（INVESCO COUNSELOR系列信托）-景顺奥本海默资本增值基金A级, 胜利资本管理公司, DRDAX - Dearborn Partners 股息上涨基金 - A 类股票, 布雷文·霍华德资本管理有限责任公司, 贝莱德科技信托, 巴利亚斯尼资产管理有限公司, AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 资本增值基金系列 II, FTQI - First Trust 对冲 BuyWrite 收益 ETF, FWATX - 富达顾问多资产收益基金 A 类, 斯特拉托斯财富合作伙伴有限公司, 索拉投资者有限公司, 诺维姆集团, 和 Arista 财富管理有限责任公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
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| 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 30,850 | 303.27 | 5,741 | 346.69 | ||||
| 2025-08-14 | 13F | 三菱日联证券（加拿大）有限公司 | 229,105 | 11.23 | 46,004 | 29.46 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 77,837 | 3.31 | 15,655 | 20.27 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 11,313 | 2.55 | 2,275 | 19.50 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 119,818 | 232.76 | 24,349 | 277.62 | ||||
| 2025-07-30 | NP | AIQ - Global X 未来分析科技 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 | 177,408 | 0.34 | 35,241 | 11.47 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 18,520 | 2.58 | 3,725 | 28.64 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 116,819 | 6.80 | 23,487 | 24.34 | ||||
| 2025-07-11 | 13F | 凯丹财富管理公司 | 1,072 | 216 | ||||||
| 2025-08-12 | 13F | 保德信金融公司 | 1,168 | 234 | ||||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 214,304 | 5.08 | 43,103 | 22.33 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 169 | 34 | ||||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 2,528 | 4.12 | 508 | 21.24 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 25,315 | 4.33 | 5,092 | 21.45 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 5,623 | 114.95 | 1,131 | 150.55 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 15,332 | 782.16 | 2,853 | 1,548.55 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 国际战略股票配置基金类别资产净值 | 21,740 | 10.88 | 4,319 | 23.22 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 29,422 | 18.93 | 5,911 | 38.43 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 11,195 | 0.43 | 2,250 | 16.88 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 12,405 | 2,495 | ||||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 309 | 30.93 | 62 | 55.00 | ||||
| 2025-06-26 | NP | FITFX - Fidelity Flex 国际指数基金 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 | 16,375 | 1.92 | 3,047 | 12.89 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 1,149 | 231 | ||||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 1,878 | 19.09 | 378 | 38.60 | ||||
| 2025-04-25 | 13F | 古德曼咨询集团有限责任公司 | 7 | 0 | ||||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 3,579 | 4.44 | 618 | 12.57 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 865 | 2.37 | 149 | 10.37 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | Call | 100,000 | 20,125 | |||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 2,660 | 2.19 | 535 | 19.15 | ||||
| 2025-08-13 | 13F | 迪克森·米切尔投资顾问公司 | 212,511 | 1.40 | 42,649 | 17.94 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 18 | 4 | ||||||
| 2025-06-26 | NP | FSCJX - 富达 SAI 加拿大股票指数基金 | 384,520 | 82.35 | 71,552 | 101.92 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 2,909 | 0.97 | 585 | 17.71 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 6,499 | 29.13 | 1,307 | 50.40 | ||||
| 2025-06-26 | NP | FDEV - 富达目标国际因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,968 | 28.43 | 551 | 41.65 | ||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 4,780 | 961 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 22,000 | 307.41 | 4,425 | 374.17 | |||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 14,566 | 15.74 | 2,948 | 35.60 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 2,739 | 13.56 | 551 | 32.21 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 61,065 | 710.63 | 12 | 1,100.00 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 326,299 | 18.73 | 65,629 | 38.21 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 12,471 | 20,014.52 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 14 | 3 | ||||||
| 2025-06-27 | NP | RCGE-RockCreek全球平等ETF | 2,107 | 392 | ||||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 15,057 | 15.90 | 3,030 | -34.71 | ||||
| 2025-07-23 | 13F | 普拉萨德财富合伙人有限责任公司 | 1,014 | 204 | ||||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 6,011 | 1.43 | 1,206 | 18.00 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 3,900 | 160.00 | 784 | 202.70 | |||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 42,318 | 0.41 | 8,511 | 16.89 | ||||
| 2025-06-26 | NP | FNDMX - 富达系列可持续非美国发达市场基金 | 433 | 69.14 | 81 | 86.05 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 20,088 | 2.97 | 4,041 | 19.88 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 2,803 | 8.94 | 564 | 26.80 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 497,457 | 585.17 | 100,054 | 697.62 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 4,080 | 25.27 | 821 | 45.91 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 1,000 | 201 | ||||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 2,643 | 96.36 | 531 | 128.88 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 10,969 | 39.96 | 2,203 | 62.87 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 5,681,469 | 3.03 | 1,140,208 | 19.84 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 13,000 | 12,900.00 | 2,615 | 15,276.47 | |||
| 2025-08-12 | 13F | XTX Topco有限公司 | 5,205 | 37.48 | 1,047 | 59.94 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 50,197 | 2,488.81 | 10,096 | 2,913.73 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 23,861 | 39.11 | 4,799 | 61.96 | ||||
| 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 | 1,640 | 330 | ||||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 6,436 | 90.08 | 1,294 | 121.20 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 60,616 | 5.57 | 12 | 33.33 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 2,824 | 0.61 | 568 | 17.15 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 527 | 3.74 | 106 | 20.69 | ||||
| 2025-08-14 | 13F | SIG 北方贸易公司、ULC | 14,055 | 69.62 | 2,827 | 97.48 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 1,598 | 11.05 | 322 | 29.44 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 410 | 1,476.92 | 82 | 1,950.00 | ||||
| 2025-08-14 | 13F | 索拉投资者有限公司 | 8,690 | 1,748 | ||||||
| 2025-08-14 | 13F | SIG 北方贸易公司、ULC | Put | 17,000 | 40.50 | 3,419 | 63.59 | |||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 165,185 | 2.53 | 33,151 | 19.26 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 8,746 | 21.62 | 1,759 | 52.56 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 1,281,922 | 15.29 | 257,833 | 34.21 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,173 | 91.04 | 236 | 121.70 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 67,872 | 4.75 | 13,621 | 21.84 | ||||
| 2025-08-08 | 13F | 贝克博德有限责任公司 | 82,063 | 16,505 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 32,326 | 1,143.31 | 6,502 | 1,347.88 | ||||
| 2025-06-26 | NP | FZILX - 富达零国际指数基金 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 | 23,734 | 7.34 | 4,416 | 18.87 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 17,376 | 7.60 | 3 | 50.00 | ||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 637,551 | 14.14 | 128,208 | 33.01 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 1,700 | 1.80 | 342 | 18.40 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 80,300 | 970.67 | 16 | 1,500.00 | |||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 7,845 | 1.11 | 1,578 | 17.69 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 129,042 | 2.44 | 25,897 | 19.15 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,009,815 | 13.07 | 202,671 | 31.52 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 1,511 | 1,325.47 | 0 | |||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 3,274 | 2.99 | 659 | 19.85 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 163 | 16,200.00 | 33 | 23.08 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 1,040 | 4.73 | 209 | 16.11 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 17,412 | 106.74 | 3,502 | 140.69 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 3 | 1 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 1,000 | 201 | |||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 1,472 | 296 | ||||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,026 | 206 | ||||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 3,513 | 3.93 | 707 | 21.10 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 365 | 14.06 | 73 | 32.73 | ||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 85 | 16 | ||||||
| 2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares 科技机会主动型 ETF | 1,698 | 32.66 | 316 | 46.51 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 473 | 95 | ||||||
| 2025-08-22 | NP | CVIE - 卡尔弗特国际责任指数 ETF | 1,790 | 26.23 | 360 | 47.13 | ||||
| 2025-08-14 | 13F | 谢顿资本有限公司 | 996 | 200 | ||||||
| 2025-06-24 | NP | SWMIX - Laudus International MarketMasters 基金精选股票 | 9,912 | 8.74 | 1,844 | 20.44 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 3,905 | 9.57 | 785 | 27.64 | ||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 109,951 | 0.49 | 21,841 | 11.64 | ||||
| 2025-08-15 | NP | MBEQX - M国际股票基金 | 276 | 9.96 | 56 | 10.00 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 13 | 3 | ||||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 4,272 | 100.00 | 859 | 132.79 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 1,048 | 211 | ||||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 1,042 | 210 | ||||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 351 | 0.86 | 71 | 16.67 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 12,181 | 0.16 | 2,450 | 16.56 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 199,875 | 4,174.49 | 40,119 | 4,871.25 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 2,495 | 1.59 | 502 | 18.16 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 96 | 12.94 | 19 | 35.71 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 45 | 9 | ||||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 623 | 29.52 | 123 | 50.00 | ||||
| 2025-06-27 | NP | PIZ - Invesco DWA 发达市场动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,784 | 45.67 | 1,631 | 60.53 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 314,059 | 444.74 | 63,167 | 534.13 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托国际发达资本实力投资组合 I 类 | 3,404 | 4.71 | 685 | 21.93 | ||||
| 2025-07-24 | NP | DRDAX - Dearborn Partners 股息上涨基金 - A 类股票 | 67,489 | 13,406 | ||||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 21,743 | 9.35 | 4,373 | 27.31 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 100 | 23.46 | 20 | 66.67 | ||||
| 2025-03-20 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 326 | 2.19 | 55 | 3.85 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 7,151 | 5.21 | 1,438 | 22.49 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 25,713 | 17.00 | 5,171 | 36.19 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,125 | 226 | ||||||
| 2025-08-29 | NP | JVANX - 国际股票指数信托资产净值 | 5,654 | 1.80 | 1,137 | 18.58 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 342,757 | 30.00 | 68,939 | 51.34 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 33 | 1,000.00 | 7 | |||||
| 2025-08-22 | NP | FWATX - 富达顾问多资产收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,100 | 3,439 | ||||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 1,997,516 | 13.66 | 405,266 | 32.20 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 24,393 | 5.21 | 6,680 | 16.02 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 0 | 0 | ||||||
| 2025-07-21 | 13F | 影响力投资者公司 | 5,185 | 10.63 | 1,043 | 28.80 | ||||
| 2025-06-27 | NP | SPWO - SP 基金 S&P World（美国除外）ETF | 440 | 41.94 | 82 | 55.77 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 13,910 | 2,798 | ||||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 186 | 37 | ||||||
| 2025-08-07 | 13F | 塔西塔资本公司 | 9,712 | 1.89 | 1,952 | 18.66 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 7,222 | 1,453 | ||||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 4,592 | 924 | ||||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 1,002 | 202 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 84,286 | 123.31 | 16,952 | 159.96 | ||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 1,390 | 280 | ||||||
| 2025-06-27 | NP | IDHQ - Invesco S&P International 开发的优质 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,478 | 11.48 | 1,946 | 22.71 | ||||
| 2025-08-11 | 13F | 百富金融集团有限责任公司 | 2,722 | 38.67 | 547 | 61.36 | ||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 37,158 | 60.47 | 7,469 | -9.73 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,376 | 0.58 | 277 | 16.95 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 1,106 | 222 | ||||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 1 | 0 | ||||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 222 | 45 | ||||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 16,674 | 0.12 | 3,354 | 16.55 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 2,577 | 32.15 | 518 | 54.17 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 5,712 | 314.21 | 1,149 | 382.35 | ||||
| 2025-07-30 | 13F | 道德公司 | 1,096 | 217 | ||||||
| 2025-06-26 | NP | IXUS - iShares Core MSCI Total International Stock ETF | 199,061 | 0.80 | 37,041 | 11.62 | ||||
| 2025-08-14 | 13F | PDT 合作伙伴有限责任公司 | 17,100 | 3,439 | ||||||
| 2025-08-14 | 13F | 安盛公司 | 135,596 | 1.63 | 27,272 | 18.31 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 18,928 | 2.00 | 3,807 | 18.75 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 109,641 | 68.05 | 22,052 | 95.64 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 6,357,986 | 6.77 | 1,278,554 | 24.42 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 33,258 | 403.91 | 6,689 | 493.00 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 1,541 | 309 | ||||||
| 2025-08-13 | 13F | 第1832章 | 1,838,448 | 10.41 | 369,767 | 28.53 | ||||
| 2025-06-24 | NP | QLVD - FlexShares 发达市场（美国除外）优质低波动性指数基金 | 2,572 | 9.35 | 478 | 20.45 | ||||
| 2025-08-14 | 13F | LCC家族公司 | 4,043,419 | 813,253 | ||||||
| 2025-08-20 | NP | RINT - 国际发达股票主动型ETF | 756 | 152 | ||||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 161,197 | 6,317.08 | 32,422 | 7,387.53 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 2,518,855 | 1.07 | 506,211 | 17.58 | ||||
| 2025-06-30 | NP | VEU - 先锋富时全球（美国除外）指数基金 ETF 股票 | 286,339 | 3.03 | 53,282 | 14.09 | ||||
| 2025-06-26 | NP | JIJIX - 约翰汉考克国际动态增长基金类别资产净值 | 147,510 | 10.38 | 27,449 | 22.22 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 99,700 | 17,045 | ||||||
| 2025-08-06 | 13F | 南州公司 | 18 | 800.00 | 4 | |||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 2,788 | 26.33 | 561 | 46.98 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 8,426 | 0.84 | 1,695 | 17.39 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 400 | 80 | ||||||
| 2025-08-28 | NP | SSGVX - 道富环球股票（美国除外）指数投资组合 道富环球全盘股票（美国除外）指数投资组合 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 | 44,604 | 5.94 | 8,952 | 23.22 | ||||
| 2025-06-26 | NP | ACWX - iShares MSCI ACWI 美国前 ETF | 33,789 | 17.31 | 6,287 | 29.90 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 7,095 | 10.15 | 1,427 | 28.33 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 89,373 | 5.52 | 16,631 | 16.84 | ||||
| 2025-08-26 | NP | FTQI - First Trust 对冲 BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,378 | 4,099 | ||||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 4,705 | 1.77 | 946 | 18.55 | ||||
| 2025-06-30 | NP | VGTSX - Vanguard Total International Stock Index Fund 投资者份额 | 1,954,015 | 1.02 | 363,603 | 11.86 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 251,948 | 0.63 | 50,675 | 17.14 | ||||
| 2025-06-26 | NP | ETISX - E*TRADE 免费国际指数基金 | 74 | 14 | ||||||
| 2025-08-25 | NP | FICS - 第一信托国际开发的资本强度 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 | 23,202 | 6.12 | 4,666 | 23.67 | ||||
| 2025-07-25 | NP | PABD - iShares 巴黎气候 MSCI 世界（美国除外）ETF | 2,352 | 37.70 | 467 | 53.11 | ||||
| 2025-08-26 | NP | 贝莱德科技信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,362 | 7,312 | ||||||
| 2025-08-14 | 13F | SEG家族企业 | 3,281,110 | 659,930 | ||||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 102 | 20 | ||||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 4 | 1 | ||||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 3,965 | 797 | ||||||
| 2025-08-08 | 13F | 创意策划 | 20,577 | 2.59 | 4,139 | 19.42 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 82,294 | 4.75 | 16,559 | 22.12 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,457 | 73.90 | 14,413 | 92.56 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 26 | 85.71 | 23 | 1,050.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 富达机构 AM 国际成长投资组合 1 级 | 18,371 | 0.17 | 3,418 | 10.94 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 10,934 | 3.42 | 2,199 | 20.43 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 21,628 | 4,350 | ||||||
| 2025-08-27 | NP | VTMGX - 先锋发达市场指数基金 Admiral Shares | 1,235,521 | 2.05 | 248,456 | 18.92 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 132,000 | 26,549 | ||||||
| 2025-07-29 | NP | JIAFX - 收益分配基金A类 | 160 | 32 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 36,589 | 27.92 | 7,258 | 48.34 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 4,260 | 2.87 | 857 | 19.72 | ||||
| 2025-07-30 | NP | HCYAX - 希尔顿战术收益基金投资者类别 | 6,404 | 2.56 | 1,272 | 13.98 | ||||
| 2025-06-26 | NP | DFIC - 维度国际核心股票 2 ETF | 11,966 | 363.62 | 2,225 | 364.51 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 2,437 | 1.54 | 490 | 18.36 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 110,916 | 22,309 | ||||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 2,161 | 8.27 | 435 | 26.16 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 1,179 | 237 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 1,892,493 | 19.14 | 380,637 | 38.68 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 45,741 | 12.24 | 9,199 | 30.67 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 5,617,231 | 2.57 | 1,129,591 | 19.52 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 10,725 | 10.74 | 2,937 | 22.08 | ||||
| 2025-08-14 | 13F | DKRT投资公司 | 671,217 | 135,002 | ||||||
| 2025-08-07 | 13F | 中西部信托公司 | 1,867 | 376 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 1,000 | 201 | ||||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 3,248 | 653 | ||||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 94,106 | 18,927 | ||||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 29,590 | 74.06 | 5,951 | 102.62 | ||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 1,900 | 382 | ||||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 73,865 | 11.98 | 14,854 | 30.48 | ||||
| 2025-06-26 | NP | DFAX - Dimensional World 前美国核心股票 2 ETF | 7,657 | 1,243.33 | 1,424 | 1,256.19 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 1,080 | 217 | ||||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 1,369,718 | 16.46 | 275,740 | 35.69 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 2,481 | 16.32 | 462 | 28.77 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 45,008 | 9,052 | ||||||
| 2025-07-18 | 13F | 信托金融公司 | 9,298 | 1.71 | 1,870 | 18.43 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 2,451 | 58.95 | 493 | 84.96 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 526 | 6.69 | 106 | 23.53 | ||||
| 2025-06-26 | NP | INTF - iShares Edge MSCI 多因子国际 ETF | 84,307 | 41.90 | 15,688 | 57.12 | ||||
| 2025-07-24 | NP | BGSIX - 贝莱德科技机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 436,666 | 14.98 | 86,757 | 27.78 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 29,582 | 0.60 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | 阿维索金融公司 | 70,897 | 1.73 | 14,254 | 18.48 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 166 | 5.73 | 33 | 22.22 | ||||
| 2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 1,129 | 227 | ||||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 5,034 | 9.10 | 1,012 | 26.98 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 21,944 | 148.52 | 4,236 | 177.70 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 1,598 | 90.01 | 321 | 121.38 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 1,000 | 201 | |||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 10,663 | 5.71 | 2,119 | 17.47 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 105 | 10,400.00 | 21 | |||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 3,401 | 684 | ||||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 55,686 | 260.50 | 11,200 | 319.79 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 164 | 864.71 | 33 | 1,500.00 | ||||
| 2025-08-26 | NP | 贝莱德创新与增长信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 130,561 | 1.88 | 26,260 | 18.59 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 1,680 | 17.56 | 338 | 36.99 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 802,576 | 123.56 | 161,424 | 160.27 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 3,211 | 1 | ||||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 18,039 | 3,628 | ||||||
| 2025-08-11 | 13F | 花旗集团 | 80,567 | 46.83 | 16,169 | 70.78 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 700 | 141 | |||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 157,087 | 9.16 | 31,589 | 27.21 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 1,388,588 | 115.40 | 279 | 151.35 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 15 | 3 | ||||||
| 2025-07-16 | 13F | 诺维姆集团 | 4,892 | 984 | ||||||
| 2025-07-30 | 13F | 德纳利顾问有限公司 | 29,646 | 0.03 | 5,952 | 16.37 | ||||
| 2025-08-14 | 13F | 德肖公司 | 295,940 | 54.13 | 59,546 | 79.65 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 675 | 136 | ||||||
| 2025-08-22 | NP | 可变保险产品基金 II - 国际指数投资组合初始类别 | 3,567 | 12.52 | 717 | 31.08 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 193,142 | 6.71 | 38,829 | 24.19 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 14,876 | 4.25 | 2,877 | 17.77 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 39,548 | 741.45 | 7,954 | 879.56 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 94 | 19 | ||||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 554,720 | 347.91 | 111,566 | 421.40 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 30,000 | 6,034 | |||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 42,311 | 36.46 | 8 | 60.00 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 111,894 | 236.17 | 22,505 | 291.39 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 255,128 | 2.06 | 70 | 11.29 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 193 | 39 | ||||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 158,165 | 4,238.04 | 31,812 | 4,957.39 | ||||
| 2025-08-14 | 13F | PJT投资公司 | 530,297 | 106,659 | ||||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 2,015 | 0.40 | 405 | 17.05 | ||||
| 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 | 123 | 25 | ||||||
| 2025-07-28 | NP | VCSTX - 科学技术基金 | 106,748 | 9.40 | 21,209 | 21.58 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 12,670 | 5.13 | 2,189 | 13.30 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 4,362 | 25.09 | 877 | 45.68 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 45 | 9 | ||||||
| 2025-08-14 | 13F | 瑞银集团 | 401,385 | 22.18 | 80,731 | 42.22 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 10,058 | 16.99 | 2,023 | 36.16 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 22,047 | 3.53 | 4,372 | 14.36 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 1,414 | 244 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 103,800 | 962.00 | 20,831 | 1,135.53 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 23,887 | 1.35 | 4,804 | 17.98 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 229,725 | 0.31 | 46,197 | 16.76 | ||||
| 2025-05-27 | NP | MFADX - Cromwell Marketfield L/S 基金投资者类别 | Short | -1,249 | -216 | |||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 7 | 1 | ||||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 1,084 | 0.28 | 218 | 17.20 | ||||
| 2025-08-15 | 13F | TLT 家族控股公司 ULC | 4,302,901 | 865,442 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 5,400 | 337.96 | 1 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 2,536,873 | 183.74 | 510,241 | 230.31 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 152 | 38.18 | 31 | 66.67 | ||||
| 2025-07-25 | NP | EWC - iShares MSCI 加拿大 ETF | 203,411 | 4.91 | 40,414 | 16.60 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 3,086 | 74.15 | 619 | 102.95 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 42,727 | 7.67 | 7,951 | 19.23 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 32 | 28.00 | 6 | 50.00 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 491,996 | 99 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 5,720 | 0.76 | 1,150 | 17.35 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 1,036 | 208 | ||||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 2 | 0 | ||||||
| 2025-06-26 | NP | FTIHX - 富达总体国际指数基金 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 | 69,183 | 3.65 | 12,874 | 14.77 | ||||
| 2025-08-28 | NP | CWI - SPDR(R) MSCI ACWI EX-US ETF | 16,429 | 0.35 | 3,297 | 16.75 | ||||
| 2025-06-26 | NP | DFAI - 维度国际核心股票市场ETF | 34,676 | 24.92 | 6,449 | 38.09 | ||||
| 2025-06-26 | NP | FDIVX - 富达多元化国际基金 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 | 314,544 | 0.66 | 58,530 | 11.46 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 478,855 | 6.87 | 95,925 | 23.97 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 25,426 | 5.36 | 5,114 | 22.64 | ||||
| 2025-06-30 | NP | IDLV - Invesco S&P International 开发的低波动性 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 | 7,433 | 0.60 | 1,380 | 10.75 | ||||
| 2025-08-14 | 13F | 伍德布里奇有限公司 | 300,593,176 | 60,458,305 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 401,566 | 160.23 | 80,767 | 202.93 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 83 | 15.28 | 17 | 33.33 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 5,829 | 1.29 | 1,172 | 17.91 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 3,461 | 2.91 | 696 | 19.79 | ||||
| 2025-07-29 | NP | VSGX - Vanguard ESG International 股票 ETF ETF 股票 | 24,484 | 3.26 | 4,865 | 14.77 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 1,176 | 237 | ||||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 7 | 40.00 | 1 | |||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 2,020 | 5.26 | 406 | 22.66 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 235,308 | 24.32 | 47,405 | 45.47 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,195 | 2.49 | 240 | 18.91 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 33,188 | 1.22 | 6,660 | 17.73 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 603,781 | 459.48 | 121,438 | 551.28 | ||||
| 2025-06-26 | NP | IMTM - iShares Edge MSCI 国际动量因子 ETF | 42,748 | 5.60 | 7,955 | 16.94 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 185,100 | 34.72 | 37,229 | 56.83 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 29,000 | 559.09 | 5,833 | 667.37 | |||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 337,699 | 2.79 | 67,779 | 19.57 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 2,137 | 2.20 | 430 | 18.84 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 70,184 | 6.65 | 14,034 | 24.34 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 2,517 | 506 | ||||||
| 2025-08-12 | 13F | 武尔夫汉森公司 | 1,144 | 230 | ||||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 60 | 12 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,890 | 492 | ||||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 资本增值基金系列 II | 27,766 | 5,585 | ||||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 13,098 | 0.77 | 2,629 | 17.22 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 860,077 | 15.99 | 172,987 | 35.03 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,998 | 11.88 | 13,071 | 30.37 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 15 | 3 | ||||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 34,789 | 0.04 | 6,997 | 16.46 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 791 | 159 | ||||||
| 2025-07-25 | NP | SCHF - 嘉信国际股票 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 | 288,028 | 3.57 | 57,118 | 14.40 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares AI 创新与科技主动型 ETF | 17,958 | 135.89 | 3,340 | 160.86 | ||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 1,005 | 202 | ||||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 24,800 | 230.67 | 4,988 | 285.17 | ||||
| 2025-05-28 | NP | IEAIX - Lazard International 股权优势投资组合机构股票 | 182 | 10.30 | 31 | 19.23 | ||||
| 2025-06-27 | NP | PXF - Invesco FTSE RAFI 发达市场（美国除外）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 | 4,210 | 0.29 | 782 | 10.47 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 26,100 | 5,249 | ||||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 1,025 | 206 | ||||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 21,319 | 0.05 | 4,288 | 16.46 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 99,145 | 3.09 | 19,941 | 20.01 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 2,362 | 3.60 | 474 | 20.61 | ||||
| 2025-08-26 | NP | 贝莱德科技信托 II 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 | 104,153 | 2.94 | 20,948 | 19.83 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 743,352 | 7.49 | 149,510 | 25.13 | ||||
| 2025-08-26 | NP | DIDEX - Driehaus 国际发达股票基金 | 261 | 10.59 | 52 | 30.00 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 2,465 | 12.05 | 426 | 20.74 | ||||
| 2025-07-30 | NP | FUSIX - 富达国际基金战略顾问 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 | 182,914 | 0.88 | 36,342 | 12.12 | ||||
| 2025-07-07 | 13F | 惠理投资公司 | 5,328 | 11.91 | 1,069 | 30.05 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 1,910 | 384 | ||||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 2,864 | 0.17 | 1 | |||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 44 | 7 | ||||||
| 2025-07-23 | NP | DBAW - Xtrackers MSCI All World（美国除外）对冲股票 ETF | 995 | 7.57 | 198 | 19.39 | ||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,391 | 13.22 | 10,334 | 31.95 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 国际核心股票基金 | 589 | 101.02 | 118 | 103.45 | ||||
| 2025-06-26 | NP | DFSI - Dimensional International Sustainability Core 1 ETF | 4,912 | 2.06 | 914 | 12.86 | ||||
| 2025-08-13 | 13F | 挪威银行 | 1,366,821 | 275,036 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8,617 | 89.43 | 1,733 | 123.04 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 369,984 | 128.98 | 74,404 | 166.55 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 1,277 | 257 | ||||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 2,932 | 88.80 | 590 | 119.78 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 30 | 6 | ||||||
| 2025-07-11 | 13F | 大水财富管理 | 1,073 | 216 | ||||||
| 2025-07-24 | 13F | IFP 顾问公司 | 117 | 36.05 | 24 | 64.29 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 1,251 | 252 | ||||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 1,414 | 4.59 | 284 | 21.89 | ||||
| 2025-06-26 | NP | IDEV - iShares 核心 MSCI 国际发达市场 ETF | 125,365 | 8.36 | 23,328 | 19.99 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 22,943 | 2.01 | 4,615 | 18.73 | ||||
| 2025-07-28 | NP | AIM COUNSELOR系列信托（INVESCO COUNSELOR系列信托）-景顺奥本海默资本增值基金A级 | 140,054 | 27,821 | ||||||
| 2025-08-14 | 13F | 西永资本有限公司 | 4,456 | 3.03 | 896 | 19.95 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 4,860 | 4.79 | 977 | 21.97 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 381 | 77 |
