DE:VMC / Vulcan Materials Company - 机构投资人持股 - 买家

沃肯材料公司
DE ˙ DB ˙ US9291601097
€250.00 0.00 (0.00%)
2025-09-08
分享价格
机构和基金投资人持股 - 买家

在沃肯材料公司中开设新头寸的主要持有者包括 PRWCX - T. Rowe Price 资本增值基金, JEPI - 摩根大通股票溢价收入 ETF, 帕纳塞斯投资公司/ca, PARMX - Parnassus 中盘基金投资者股票, JHQAX - 摩根大通对冲股票基金 A 类, LCLAX - ClearBridge Select 基金 A 类, WCEAX - 常春藤核心股票基金 A 类, JEPAX - 摩根大通股票溢价收入基金 A 类, Glenmede投资管理有限公司, JDESX - 摩根大通美国研究增强型股票基金 I 类, SIH 合伙人有限责任合伙公司, PUTNAM VARIABLE TRUST - Putnam VT 增长机会基金 IA 类股票, JHDRX - 摩根大通对冲股票 2 基金 R6 类, IBNAX - 常春藤平衡基金 A 类, JCAVX - 资本增值价值基金类别资产净值, 伊尔马里宁互助养老金保险公司, JHTRX - 摩根大通对冲股票 3 基金 R6 级, TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始, Ivy 可变保险投资组合 - Ivy VIP 核心股票 II 类, 和 F/M 投资有限责任公司 .

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。

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
(%)
2025-04-01 NP KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 Short -2,474 -678
2025-08-27 NP VFINX - Vanguard 500 指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,749,510 2.19 977,947 14.25
2025-05-15 NP PSET - 主要价格制定者指数 ETF 2,409 7.35 562 -2.60
2025-08-20 NP QHFRX - AQR MS Fusion HV 基金 R6 类 96 25
2025-07-21 13F Qrg 资本管理公司 16,477 21.28 4,297 35.59
2025-06-24 NP SWPPX - 嘉信标准普尔 500 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 293,661 1.44 77,036 -2.94
2025-07-22 13F 梅里特金融集团有限责任公司 3,740 66.37 976 86.07
2025-08-01 13F 德克萨斯州教师退休制度 20,062 3.91 5,233 16.16
2025-08-27 NP VMGIX - 先锋中型成长指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,076,362 4.42 280,737 16.74
2025-08-14 13F SIH 合伙人有限责任合伙公司 39,400 10,276
2025-08-14 13F Ieq资本有限公司 46,829 121.69 12,214 147.83
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 16,101 6.50 4,268 14.15
2025-08-26 NP JHDRX - 摩根大通对冲股票 2 基金 R6 类 30,946 8,071
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 3,908 0.31 1,036 7.48
2025-06-26 NP TIEIX - TIAA-CREF 机构类别股票指数基金 114,336 4.97 29,994 0.45
2025-08-26 NP Profunds - Profund 大盘成长股副总裁 103 10.75 27 23.81
2025-08-22 NP DFVE-DoubleLine财富500指数等权重ETF 128 2.40 33 13.79
2025-08-28 NP STFGX - 国营农场增长基金 678,000 285.89 176,836 285.88
2025-07-17 13F Poinciana 顾问集团有限责任公司 992 0.71 259 12.66
2025-06-26 NP DFLV - 维度美国大盘价值 ETF 59,048 16.42 15,490 11.41
2025-08-07 13F 商业银行 4,919 2.33 1,283 14.36
2025-08-14 13F 地平线投资有限责任公司 10,809 14.93 2,819 28.49
2025-08-27 NP 高级系列信托 - Ast 保存资产配置组合 2,953 15.04 770 28.76
2025-08-29 NP JAFRX - 资本增值价值信托资产净值类别 9,100 2,373
2025-08-27 NP 高级系列信托 - Ast 平衡资产配置投资组合 39,858 12.78 10,396 26.08
2025-08-05 13F Versor投资有限公司 3,300 246.64 861 287.39
2025-07-22 13F 达文波特有限公司 11,317 5.73 2,952 18.18
2025-08-14 13F 瑞银资产管理美洲公司 1,026,379 9.24 267,700 22.12
2025-07-18 13F 山茱萸财富管理有限公司 9 350.00 2
2025-08-07 13F 阿尔法立方投资有限责任公司 48,902 577.22 12,755 657.36
2025-08-28 NP 新时代阿尔法基金信托 - NAA 配置基金 C 类 1,751 6.31 457 18.75
2025-08-13 13F 系柱集团有限责任公司 819 5.27 0
2025-07-23 13F Heck Capital Advisors, LLC 1,547 7.58 403 20.30
2025-08-04 13F Premier Path 财富合作伙伴有限责任公司 1,035 270
2025-05-27 NP IWP - iShares Russell 中型成长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 202,544 2.76 47,254 -6.80
2025-08-14 13F 富勒泰勒资产管理公司 30 8
2025-08-26 NP HLEIX - 摩根大通股票指数基金 I 类 28,969 0.36 7,556 12.19
2025-08-26 NP BNGLX - 瑞银全球配置基金 A 类 979 25.51 255 40.88
2025-08-26 NP JAVA - 摩根大通活跃价值 ETF 85,379 10.78 22,269 23.84
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 9,811 25.49 2,601 34.51
2025-08-07 13F 休斯金融服务有限责任公司 9 12.50 3 100.00
2025-07-21 13F 费尔沃伊私人财富有限责任公司 975 1.04 254 12.89
2025-08-20 NP QCFIX - AQR CVX 融合基金 I 类 36 9
2025-07-23 13F 萨切塔有限责任公司 30 57.89 8 75.00
2025-08-13 13F M&T银行公司 14,288 1.30 3,727 13.25
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 46,878 1.61 12,227 13.59
2025-08-26 NP IWS - iShares Russell 中盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 194,049 26.68 50,612 41.62
2025-06-24 NP BBUS - 摩根大通 BetaBuilders 美国股票 ETF 11,524 4.45 3,023 -0.03
2025-08-14 13F EP 财富顾问公司 866 226
2025-08-06 NP 林肯可变保险产品信托 - LVIP 摩根大通美国股票基金标准类别 22,613 6.82 5,898 19.42
2025-08-26 NP LCORX - Leuthold 核心投资基金零售类 Short -2,652 -692
2025-07-22 NP GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF 457 6.53 121 14.15
2025-08-12 13F 少尉峰顾问公司 85,700 1.43 22,352 13.40
2025-08-14 13F 瓦赫德投资有限责任公司 3,552 5.84 926 18.41
2025-08-04 13F 西蒙快速顾问有限公司 778 203
2025-07-22 13F 马克斯集团财富管理公司 2,455 11.44 640 24.76
2025-06-27 NP SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 4,657 9.11 1,222 4.36
2025-07-24 NP ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 9 2
2025-08-11 13F 授权基金有限责任公司 3,485 9.08 909 21.88
2025-04-16 NP CLSE - 融合多/空股票 ETF 0 -100.00 0 -100.00
2025-06-25 NP EIVAX - 富国银行经典价值基金(原名富国银行内在价值基金)A 类 72,518 35.19 19,024 29.36
2025-07-22 NP GSEW - 高盛等权重美国大盘股 ETF 8,867 0.05 2,350 7.26
2025-07-28 13F Sagespring 财富合伙人有限责任公司 1,472 51.60 384 69.47
2025-07-25 13F 诺斯罗克合伙人有限责任公司 1,592 16.80 415 30.91
2025-06-30 NP QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF 2,093 17.52 549 12.50
2025-08-05 13F 蒙特利尔银行/can/ 146,145 2.78 38,118 14.91
2025-08-13 13F 米拉贝拉金融服务有限责任公司 20,199 5,268
2025-08-12 13F 内梅斯拉什集团有限责任公司 1,015 2.84 265 14.78
2025-08-13 13F 帕克沃斯财富管理有限公司 3 50.00 1
2025-07-29 NP CDGRX - 谷轮风险管理股息增长基金 A 类股票 1,458 13.02 386 21.00
2025-07-25 13F 投资咨询集团有限责任公司 806 210
2025-08-20 NP AQMIX - AQR 管理期货策略基金 I 类 Short -2,428 -70.02 -633 -66.49
2025-08-27 13F/A Squarepoint Ops LLC 101,891 111.23 26,575 136.16
2025-08-29 NP 投票 - 1 号引擎 Transform 500 ETF 2,024 2.12 556 6.94
2025-07-29 13F 所罗门与路德温有限责任公司 388 22.01 103 39.19
2025-08-12 13F 地平线金融服务有限公司 6 100.00 2
2025-08-12 13F DnB 资产管理公司 26,631 2.35 6,946 14.42
2025-07-29 NP SDLAX - SIIT 动态资产配置基金 - A 类 3,489 13.57 925 21.74
2025-08-07 13F Kestra 私人财富服务有限公司 1,166 304
2025-08-29 NP EPS - WisdomTree 美国大型基金 不适用 1,419 1.43 370 13.50
2025-07-25 NP PBCKX - 蓝筹基金机构类 469,812 3.06 124,533 10.46
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 4,806 17.68 1,261 12.60
2025-08-14 13F Peak6有限责任公司 Call 1,100 287
2025-07-15 13F 道明私人客户财富有限责任公司 2,003 0.70 522 12.50
2025-08-05 13F Simplex 贸易有限公司 Put 1,100 266.67 0
2025-08-05 13F Simplex 贸易有限公司 Call 1,600 33.33 0
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 3,150 2.67 826 -1.78
2025-08-07 13F 米德咨询服务公司 4,460 7.89 1,163 20.64
2025-08-14 13F Peak6有限责任公司 725 36,150.00 189
2025-08-27 NP TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 4,869 1,270
2025-08-13 13F 基尔特集团有限公司 17 4
2025-08-12 13F 拉瑟与基特雷尔公司 7,462 0.70 1,944 12.44
2025-08-15 13F 龙骨点有限责任公司 2,213 1.24 577 13.14
2025-08-06 13F 瑞索纳资产管理有限公司 43,559 5.96 11,370 18.59
2025-08-13 13F 韩国投资公司 59,346 0.85 15,479 12.75
2025-07-22 13F 湾港财富管理有限责任公司 7 133.33 2
2025-07-30 NP FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 44,242 34.95 11,727 24.15
2025-07-25 13F Envestnet 投资组合解决方案公司 3,929 15.66 1,025 29.29
2025-06-26 NP FLCPX - 富达 SAI 美国大盘指数基金 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 39,586 0.42 10,385 -3.91
2025-08-13 13F 法国外贸银行 35,923 9,369
2025-08-18 13F 金刚狼贸易有限公司 Call 23,100 13.79 6,056 28.09
2025-08-14 13F 瑞银集团 Put 3,500 45.83 913 63.15
2025-07-29 NP 古根海姆战略机会基金 70 14.75 19 20.00
2025-07-29 NP YCGEX - YCG增强基金R级股票 12,275 3,254
2025-08-14 13F 劳里恩资本管理有限公司 1,411 368
2025-08-14 13F 惠灵顿管理集团有限责任公司 1,644 64.73 429 84.48
2025-08-14 13F Aster 资本管理(DIFC)有限公司 2,327 607
2025-08-26 NP PENN SERIES FUNDS INC - 灵活管理的基金 97,200 25,352
2025-07-10 13F 交易所交易概念有限公司 1,420 54.18 370 72.90
2025-08-13 13F 克莱雷资产管理公司 895 0
2025-08-14 13F 对称投资有限公司 32,737 264.55 8,538 307.54
2025-08-28 NP SPYG - SPDR(R) 投资组合标普 500 增长 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 110,004 4.43 28,691 16.74
2025-08-14 13F 黑暗森林资本管理有限公司 13,489 1,279.24 3,518 1,442.98
2025-08-26 NP 主要投资组合 - 标准普尔 500 指数主要投资组合 125,552 2.00 32,746 14.03
2025-07-16 13F 巴顿基金管理公司 891 232
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 33,341 1.64 8,746 -2.75
2025-06-26 NP DFVX - 维度美国大盘矢量 ETF 2,907 11.29 763 6.42
2025-08-14 13F CoreCap 顾问有限责任公司 160 6.67 42 20.59
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 3,107 3.43 810 15.71
2025-08-18 NP PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 4,686 20.03 1,222 34.29
2025-08-26 NP PGWAX - AllianzGI 重点增长基金 A 100,531 0.92 26,220 12.83
2025-08-12 13F 德国商业银行 75,461 19.14 20 35.71
2025-07-30 NP APUE - ActivePassive 美国股票 ETF 1,629 432
2025-08-07 13F Parkside 金融银行与信托 465 5.20 121 17.48
2025-07-24 13F 标准人寿安本有限公司 110,666 3.87 29,252 18.85
2025-07-24 NP NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF 4 1
2025-07-28 13F 国际金融公司顾问有限公司 902 235
2025-07-21 13F 山顶国家银行 24 6
2025-08-12 13F 西北互助投资管理公司 4,214 0.33 1,099 12.26
2025-08-14 13F CTC替代策略有限公司 800 209
2025-08-27 NP BBTLX - Bridge Builder 税务管理大盘基金 77,928 46.47 20,325 63.75
2025-08-14 13F 峰会步道顾问有限公司 2,540 663
2025-08-14 13F 大和证券集团公司 53,620 14.58 14 30.00
2025-07-25 13F 协和财富合作伙伴 125 33
2025-05-23 NP PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 128 7.56 30 -3.33
2025-08-13 13F 帕纳戈拉资产管理公司 296,493 8.10 77,331 20.85
2025-07-31 13F 尼萨投资顾问有限公司 18,010 1.80 4,697 13.81
2025-08-14 13F Mml 投资者服务有限公司 10,413 8.02 3 0.00
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 5,835 9.68 1,531 4.94
2025-06-26 NP 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 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 296 78
2025-07-16 13F 资产配置与管理公司有限责任公司 1,376 52.04 0
2025-08-19 13F 霍希默财富管理有限公司 2,313 2.03 603 14.20
2025-03-25 NP FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 775 8.39 212 8.16
2025-08-13 13F 泰康资产管理(香港)有限公司 21,759 134.93 5,675 162.73
2025-05-23 NP IWF - iShares Russell 1000 Growth 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 127,149 3.12 29,664 -6.47
2025-08-26 NP PAEAX - Putnam动态资产配置成长基金A类股 10,429 199.25 2,720 234.56
2025-06-27 NP AAARX - 战略配置:进取型基金 R 级 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 1,553 19.19 407 14.01
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 294 0.68 77 11.76
2025-03-27 NP CDAZX - 多经理定向另类策略基金机构类别 Short -12,063 -3,307
2025-08-14 13F 都铎投资公司等 Put 800 209
2025-06-25 NP SHAPX - ClearBridge 增值基金 A 级 This fund is a listed as child fund of Clearbridge, 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 483,361 8.00 126,800 3.34
2025-07-21 13F 未来资产环球投资有限公司 15,652 9.13 4,082 22.18
2025-05-15 13F/A Orion 投资组合解决方案有限责任公司 16,703 2.57 3,897 -6.97
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 1,006 4.79 262 17.49
2025-08-14 13F 都铎投资公司等 8,503 2,218
2025-07-31 13F 催化剂资本顾问有限责任公司 453 118
2025-08-14 13F 都铎投资公司等 Call 2,000 522
2025-08-12 13F Nuveen有限责任公司 384,515 8.53 100,289 21.33
2025-07-30 13F 道德公司 14,850 0.73 3,893 11.29
2025-08-14 13F BI 资产管理 Fondsmaeglerselskab A/S 5,358 57.08 1
2025-06-24 NP SFLNX - 嘉信基本美国大公司指数基金机构股 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 16,442 2.99 4,313 -1.44
2025-08-14 13F 高盛集团公司 988,861 5.61 257,915 18.07
2025-08-14 13F 催化剂金融合作伙伴有限公司 884 231
2025-08-25 13F/A 路博迈伯曼集团有限责任公司 11,531 4.55 3,007 16.87
2025-08-28 NP IWR - iShares Russell 中型 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 459,752 2.87 119,913 15.01
2025-07-29 NP VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,662 0.61 3,091 7.85
2025-08-15 13F CI 私人财富有限责任公司 43,832 110.87 11,434 135.80
2025-05-15 13F 卡普罗克集团有限公司 2,223 1.55 519 -7.99
2025-08-04 13F AMG 国家信托银行 901 235
2025-07-10 13F 汤普金斯金融公司 300 20.00 78 34.48
2025-08-20 NP QNZNX - AQR 可持续多空股票碳意识基金 N 类 678 78.89 177 100.00
2025-08-12 13F MAI资本管理 35,511 0.74 9,262 12.64
2025-08-06 13F 福克斯运行管理有限公司 2,776 724
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 8,866 4.66 2,326 0.13
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 4,081 0.74 1,071 -3.60
2025-06-30 NP NSFJX - Natixis 可持续未来 2045 基金 N 类 73 8.96 19 5.56
2025-07-29 NP VRNIX - Vanguard Russell 1000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,413 6.19 5,411 13.80
2025-08-05 13F 马里恩财富管理 5,577 3.22 1,455 15.40
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 67,158 1.21 17,516 13.15
2025-08-13 13F 象限资本集团有限公司 2,597 9.58 677 22.64
2025-08-01 13F 贝西默集团公司 8,894 5.77 2 100.00
2025-08-26 NP IWB - iShares Russell 1000 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 95,810 0.64 24,989 12.51
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 32,399 7.28 8,450 19.94
2025-07-25 13F 俄勒冈州公务员退休基金 11,444 0.88 2,985 12.77
2025-08-08 13F 福斯塔·阿普丰登 26,300 2.73 6,860 14.85
2025-07-15 13F 阿尔法欧米茄财富管理有限责任公司 4,356 0.46 1,136 12.36
2025-06-26 NP DVRAX - MFS 全球另类策略基金 A 1,186 16.27 311 11.47
2025-08-13 13F 西北及道德投资有限公司 5,598 1,460
2025-08-27 NP Brighthouse Funds Trust I - Wells Capital Management 中型价值投资组合 A 类 28,528 6.61 7,441 19.19
2025-08-27 NP 安联可变保险产品信托 - AZL T. Rowe Price 资本增值基金 2 级 19,600 5,112
2025-07-28 13F 布林莫尔信托公司 3,672 12.81 958 26.09
2025-08-14 13F 法国巴黎银行 34,445 36.00 8,984 52.02
2025-06-26 NP ACWI - iShares MSCI ACWI 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 33,836 8.24 8,876 3.58
2025-08-07 13F ProShare 顾问有限责任公司 26,331 10.13 6,868 23.13
2025-08-14 13F Principia 财富咨询有限公司 4 300.00 1
2025-08-27 NP TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 772 2.12 201 14.20
2025-08-08 13F 毕尔巴鄂比斯开阿根廷银行 43,635 10.23 11,370 22.91
2025-05-28 NP 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 1,503 13.18 351 2.64
2025-07-29 NP VRVIX - Vanguard Russell 1000 价值指数基金机构股票 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 52,789 8.89 13,993 16.71
2025-08-08 13F Avantax 咨询服务公司 7,078 9.28 1,846 22.17
2025-08-26 NP IUSV - iShares 核心标普美国价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,286 0.83 10,507 12.72
2025-07-08 13F 遗产私人信托公司 1,590 4.61 415 16.95
2025-08-07 13F Proficio 资本合作伙伴有限责任公司 2,366 16.78 617 30.72
2025-08-15 13F 同心资本策略有限合伙人 1,866 487
2025-07-29 NP VFTNX - 先锋富时社会指数基金机构股票 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 70,111 0.76 18,584 8.00
2025-06-27 NP DUBS - Aptus 大盘增强收益 ETF 407 3.30 107 -1.85
2025-08-13 13F 双峰财富顾问有限责任公司 88 26
2025-08-08 13F Candriam 卢森堡 SCA 19,216 141.29 3,447 85.52
2025-08-05 13F 柏拉图投资管理有限公司 23 9.52 6 25.00
2025-08-27 NP RYTTX - 标准普尔 500 2x 策略基金 A 428 1.66 112 13.27
2025-08-12 13F 资产管理集团公司 1,766 0.17 461 11.92
2025-06-26 NP IMCG - iShares Morningstar 中型成长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 60,267 1.38 15,810 -2.99
2025-07-30 13F 鲍嘉财富有限责任公司 22 10.00 6 25.00
2025-08-25 NP PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 1,104 5.75 288 18.11
2025-08-27 NP IBNAX - 常春藤平衡基金 A 类 24,183 6,307
2025-08-07 13F AllGen 财务顾问公司 770 201
2025-08-13 13F 纽约州共同退休基金 79,762 1.14 21 11.11
2025-07-25 13F 海明顿财富管理 146 22.69 0
2025-08-29 NP DGRW - WisdomTree 美国优质股息增长基金 不适用 56,445 7.11 14,722 19.74
2025-06-27 NP SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 43,828 16.93 11,497 11.89
2025-08-14 13F 千禧管理有限公司 93,193 9.61 24,307 22.53
2025-08-13 13F 图标顾问公司/公司 30 8
2025-08-14 13F HRT金融有限责任公司 38,252 10
2025-08-14 13F 舍布鲁克公园顾问有限公司 2,908 17.07 758 30.92
2025-04-29 NP USRAX - Horizon 防御性多因素基金投资者类别 2,970 14.01 735 -2.13
2025-08-04 13F 梅斯罗金融投资管理公司 1,926 0.36 502 12.30
2025-07-30 13F 驱动财富管理有限公司 828 216
2025-08-13 13F 第一信托顾问有限公司 25,385 70.40 6,621 90.53
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 1,973 256.78 515 298.45
2025-08-13 13F 琼斯金融公司有限责任公司 5,333 12.75 1,398 26.98
2025-07-11 13F IFM 投资者有限公司 28,419 0.60 7,412 12.47
2025-08-14 13F SummitTX Capital,LP 1,317 344
2025-08-26 NP JDESX - 摩根大通美国研究增强型股票基金 I 类 62,483 16,297
2025-06-27 NP SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 551 2.61 145 -2.04
2025-05-14 13F 基利-提顿顾问有限责任公司 8,141 1.00 1,899 -8.39
2025-08-12 13F 克利尔街市场有限责任公司 89 23
2025-08-26 NP JHTRX - 摩根大通对冲股票 3 基金 R6 级 18,940 4,940
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 619,304 14.53 162,462 9.60
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 2,196 3.39 573 15.56
2025-06-23 NP LVPIX - 大盘价值深度投资者类别 276 1,214.29 72 1,340.00
2025-06-23 NP IYY - iShares 道琼斯美国 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,603 1.85 1,470 -2.59
2025-06-24 NP HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF 208 55
2025-07-30 NP HLAL - 瓦赫德富时美国伊斯兰教法 ETF 3,447 6.26 914 13.84
2025-03-27 NP PTLC - Pacer Trendpilot 美国大盘 ETF 9,073 7.70 2,487 7.57
2025-08-26 NP EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 8,690 15.39 2,267 29.04
2025-06-27 NP PASIX - PACE 另类策略投资 A 类 Short -1,180 -73.18 -310 -74.38
2025-08-14 13F 水产资本管理有限责任公司 57,917 258.13 15,106 300.45
2025-07-15 13F 阿米斯顾问有限公司 3,022 11.10 813 22.29
2025-08-11 13F 私人顾问集团有限责任公司 5,192 18.89 1,354 33.01
2025-08-27 NP VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,254,007 1.91 1,109,530 13.93
2025-08-14 13F 阿尔肯资本管理有限公司 1,478,646 10.48 385,660 23.52
2025-08-28 NP 指数 - S&P 500(R) 等权重空载股 347 2.06 91 13.92
2025-08-13 13F 耶鲁山投资顾问有限公司 449 117
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 5 25.00 1 0.00
2025-05-15 13F 德克萨斯州永久学校基金 14,246 3,737
2025-06-26 NP FQAL - 富达质量因子 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 7,714 2,024
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 2,008 27.65 527 22.04
2025-08-11 13F 基石规划集团有限责任公司 7 75.00 2
2025-08-18 NP PACIFIC SELECT FUND - 对冲股票投资组合 P 类 2,680 699
2025-08-26 NP TCAF - T. Rowe 价格资本增值股票 ETF 177,652 60.17 46,335 79.07
2025-08-26 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 64,034 2.06 16,701 14.10
2025-07-31 13F/A 亚飞财富 25 78.57 0
2025-08-14 13F Point72香港有限公司 12,032 953.59 3,138 1,079.70
2025-08-07 13F 三菱UFJ国际资产管理有限公司 253,521 7.26 66,123 19.92
2025-07-11 13F/A Umb Bank 北美/月 195 5.98 51 19.05
2025-08-14 13F 霍华德休斯医学院 28 7
2025-08-12 13F RD Lewis 控股公司 4,030 7.70 1,137 13.71
2025-06-26 NP IMCB - iShares 晨星中型 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,408 1.45 3,255 -2.95
2025-05-27 NP FMAGX - 富达麦哲伦基金 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 1,974,998 27.36 460,767 15.51
2025-08-25 NP MFS 可变保险信托 - MFS 成长系列初始类别 81,994 2.73 21,386 14.85
2025-07-31 13F R平方有限公司 1,140 17.53 297 31.42
2025-06-23 NP PLFMX - 大型股标准普尔 500 指数基金 R-3 23,267 2.00 6,104 -2.40
2025-08-11 13F 独立顾问联盟 2,100 5.16 548 17.63
2025-08-14 13F 拉弗蒂资产管理有限责任公司 11,191 22.88 2,919 37.38
2025-08-22 NP CVLC - Calvert 美国大盘核心责任指数 ETF 3,429 5.70 894 18.25
2025-08-12 13F LPL 金融有限责任公司 94,559 4.91 24,663 17.28
2025-06-27 NP PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 12,914 10.91 3,388 6.11
2025-07-28 NP AVLC - Avantis 美国大盘股票 ETF 1,694 94.04 449 108.84
2025-03-28 NP IWLG - IQ Winslow 大盘成长 ETF 3,657 25.67 1,003 25.72
2025-06-27 NP AACRX - 战略配置:保守基金 R 级 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 348 18.77 91 13.75
2025-08-13 13F 施罗德投资管理集团 415,993 57.87 108,499 76.50
2025-08-29 NP CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 453 118
2025-08-14 13F 道富银行 5,558,791 1.74 1,449,844 13.75
2025-07-01 13F 汇流投资管理有限公司 2,682 700
2025-08-13 13F 安盟资产管理公司 11,972 10.49 3,139 24.38
2025-08-14 13F Lansdowne Partners(英国)有限责任公司 1,002 261
2025-08-26 NP PACAX - Putnam动态资产配置保守基金A类股票 1,596 194.46 416 230.16
2025-08-14 13F 柯罗尼集团有限责任公司 4,737 42.64 1,236 59.56
2025-07-28 13F 纽约州教师退休制度 100,324 0.02 26 13.04
2025-08-13 13F 加州公务员退休制度 222,808 5.08 58,113 17.47
2025-07-29 NP VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 51,436 2.37 13,634 9.72
2025-08-13 13F 挪威银行 1,184,371 308,908
2025-07-07 13F 萨默塞特信托公司 2,361 4.84 616 17.14
2025-08-14 13F Qube研究与技术有限公司 295,024 73.14 76,948 93.57
2025-08-14 13F 法灵顿资本有限公司 2,796 729
2025-07-30 13F Exencial 财富顾问有限公司 2,577 672
2025-08-13 13F 第一生命保险株式会社 30,713 35.01 8,011 50.93
2025-08-28 NP Acap战略基金 704,353 6.58 183,709 19.15
2025-05-28 NP CSNR - Cohen & Steers 自然资源主动型 ETF 348 81
2025-08-05 13F 新方资本有限责任公司 75 47.06 20 72.73
2025-08-01 13F 纽约人寿投资管理有限公司 19,774 1.31 5,157 13.27
2025-07-16 13F 水手投资集团有限公司 1,000 261
2025-07-11 13F 指南针离子顾问有限责任公司 5,776 0.10 1,506 11.89
2025-07-31 13F 奥本海默公司 1,635 12.29 426 25.66
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 87,024 4.85 22,829 0.33
2025-08-14 13F LMR 合伙人律师事务所 1,287 336
2025-08-11 13F 安菲尔德资本管理有限公司 5 1
2025-08-04 13F 资本绩效顾问有限责任公司 985 257
2025-08-14 13F 长城汽车顾问有限责任公司 4,947 13.49 1,290 26.97
2025-08-26 NP GPIX - 高盛 S&P 500 核心溢价收入 ETF 2,570 71.45 670 91.98
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 661 34.62 172 50.88
2025-08-14 13F 帕克普雷西迪奥资本有限公司 401,295 97.25 104,666 120.52
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 2,472 1.73 648 -2.70
2025-07-28 NP EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,285 15.04 341 23.19
2025-08-14 13F T. Rowe Price 投资管理公司 2,148,705 673.34 560 775.00
2025-08-01 13F 霍华德资本管理公司 801 209
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 574 11.24 151 6.38
2025-08-04 13F 尖峰财富管理 899 7.54 235 20.00
2025-08-13 13F 文艺复兴科技有限公司 67,865 17,701
2025-08-27 NP JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) 5,072 1,323
2025-07-08 13F 并行顾问有限责任公司 1,770 25.53 462 40.12
2025-06-18 NP NWHVX - 全国日内瓦中盘成长基金 A 类 13,183 1.50 3,458 -2.87
2025-08-13 13F 百达资产管理控股公司 60,077 7.19 15,669 19.84
2025-08-06 NP 林肯可变保险产品信托 - LVIP 特拉华特殊机会基金标准类别 51,650 2.79 13,471 14.91
2025-08-15 13F Kestra 咨询服务有限责任公司 4,176 2.55 1,089 14.75
2025-07-14 13F 伽玛投资有限责任公司 2,122 24.38 553 38.94
2025-08-14 13F 塞伊投资公司 119,027 16.73 31,043 30.50
2025-08-28 NP QWLD - SPDR MSCI 世界战略因素 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 54 5.88 14 27.27
2025-08-14 13F 加拿大养老金计划投资委员会 170,928 12.54 44,581 25.82
2025-07-07 13F 道格拉斯莱恩联合有限责任公司 155,363 4.17 40,522 16.46
2025-08-06 13F 穆尔斯与卡博特公司 979 0.10 255 11.84
2025-07-23 NP NLCAX - Voya大盘成长基金A类 19,881 44.45 5,270 54.83
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 1,302 0.70 345 8.15
2025-07-29 NP SCAUX - 景顺低波动股票收益基金 A 类 359 180.47 95 206.45
2025-08-08 13F 国民年金服务 175,458 0.84 45,763 12.73
2025-07-17 13F 绿叶信托 2,897 7.70 756 20.41
2025-08-14 13F/A 斯科波斯实验室有限公司 1,744 77.96 455 99.12
2025-07-28 13F 罗森伯格马修·汉密尔顿 648 6.23 169 19.01
2025-08-26 NP INGIX - Voya 美国股票指数投资组合 I 类 10,727 5.24 2,798 17.62
2025-08-12 13F APG 资产管理公司 23,746 7.00 5,276 10.08
2025-07-22 NP LEIFX - 联邦股权收益基金公司 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 30,290 106.19 8,029 121.04
2025-06-27 NP YOKE——Yoke核心ETF 220 58
2025-08-06 NP 林肯可变保险产品信托 - LVIP 美国世纪精选中盘管理波动基金标准级 3,078 2.16 803 14.25
2025-08-27 NP PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF 146 38
2025-08-07 13F 投资管理公司 /va/ /adv 1,789 0.39 467 12.29
2025-08-07 13F 洛杉矶资本管理有限公司 48,501 95.63 12,650 118.74
2025-07-11 13F 多元化信托公司 1,625 3.24 424 15.26
2025-07-25 NP PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 58 56.76 15 66.67
2025-08-06 13F 普洛斯佩拉金融服务公司 1,114 1.18 291 13.28
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 75,821 0.13 20,098 7.32
2025-08-14 13F 美世全球顾问公司 /adv 8,798 37.34 2,295 53.55
2025-07-10 13F 财富增值咨询服务有限公司 19,938 26.21 5,308 44.04
2025-07-14 13F UMA 金融服务公司 11 3
2025-08-29 NP DLN - WisdomTree 美国大型股红利基金 不适用 5,965 3.02 1,556 15.19
2025-08-13 13F 加贝利基金有限责任公司 40,310 16.84 10,514 30.63
2025-08-14 13F 联伯恩斯坦有限责任公司 155,039 5.83 40,437 18.31
2025-08-12 13F 奥肖内西资产管理有限公司 30,234 47.11 7,886 64.48
2025-06-26 NP DFSU - 维度美国可持续发展核心 1 ETF 4,613 0.92 1,210 -3.43
2025-08-27 NP WCEAX - 常春藤核心股票基金 A 类 99,640 25,988
2025-08-07 13F 虎钳技术公司 1,926 49.42 502 51.66
2025-07-16 13F 史蒂芬森国家银行和信托公司 212 55
2025-07-23 NP NMCAX - Voya MidCap Opportunities Fund A 类 39,191 8.65 10,388 16.46
2025-08-11 13F 经验金融有限责任公司 4,711 0.73 1,229 12.56
2025-07-25 13F 正义投资有限责任公司 16,272 35.37 4,244 51.36
2025-07-29 13F 切维蔡斯信托控股公司 69,776 0.75 18,199 12.63
2025-08-26 NP JEPI - 摩根大通股票溢价收入 ETF 550,323 143,535
2025-07-17 13F LVW 顾问有限责任公司 1,271 332
2025-08-06 13F 方正金融证券有限公司 6,826 2.62 1,780 9.07
2025-07-16 13F 奥格合作伙伴有限责任公司 95 86.27 25 108.33
2025-07-25 13F 韦尔奇集团有限责任公司 27,990 2.16 7,300 14.38
2025-08-14 13F 麦格理集团有限公司 249,225 164.71 65,003 195.94
2025-08-14 13F 第一资产管理有限公司 820 215
2025-08-04 13F 资产标记公司 35,804 9.73 9,338 22.67
2025-08-05 13F 密歇根州退休系统 35,876 0.28 9,357 12.11
2025-08-13 13F 诚信合作伙伴有限责任公司 35,683 52.94 9,307 70.97
2025-08-28 NP SSTIX - 道富总回报 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 831 13.68 217 27.06
2025-08-26 NP EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,243 38.40 2,672 54.75
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 226 5.61 59 18.37
2025-08-27 NP CFJAX - Calvert 美国大盘价值责任指数基金 A 类 5,657 63.69 1,475 83.00
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 7,209 141.35 1,880 170.11
2025-08-12 13F 科尔德斯特里姆资本管理公司 2,238 0.90 584 12.77
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 4,211 10.55 1,105 5.75
2025-07-15 13F 统一投资管理 2,259 1.71 589 13.71
2025-07-23 13F 贝尔维尤资产管理有限公司 23 9.52 6 25.00
2025-08-07 13F HighPoint 顾问集团有限责任公司 2,482 14.17 647 21.39
2025-08-14 13F 沃伦·艾弗里特资产管理有限责任公司 20,295 0.41 5,293 12.26
2025-08-22 NP 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 4,587 0.84 1,196 12.72
2025-08-11 13F 花旗集团 154,042 6.70 40,177 19.28
2025-07-08 13F 小房子资本有限公司 4,555 45.95 1,188 63.19
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 244,948 0.66 64,928 7.89
2025-07-24 NP FSKGX - 富达增长策略 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 31,200 6.85 8,270 14.53
2025-08-01 13F 咨询阿尔法有限责任公司 908 237
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 46,771 20.32 12,199 34.52
2025-05-15 13F 乐天投资管理公司 12,071 2,812
2025-08-13 13F Alerus 金融纳 56 15
2025-08-14 13F 威斯康星州投资委员会 96,242 25.74 25,102 40.57
2025-06-26 NP 贝莱德 ETF 信托 - 贝莱德美国行业轮动 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 241 51.57 63 46.51
2025-08-14 13F 富国银行/百万 450,303 2.15 117,448 14.19
2025-08-11 13F 贝尔投资顾问公司 25 19.05 7 50.00
2025-08-26 NP PRWCX - T. Rowe Price 资本增值基金 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 1,248,900 325,738
2025-08-27 13F/A 布林克资本投资有限公司 16,798 0.57 4,381 12.45
2025-07-28 NP AVMC - Avantis 美国中型股票 ETF 2,800 12.13 742 20.26
2025-07-29 13F 价值观第一顾问公司 2,235 53.82 583 71.98
2025-07-24 NP SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF 8,138 19.66 2,157 28.32
2025-05-29 NP SHUS - 分层大盘对冲 ETF 195 9.55 45 0.00
2025-08-12 13F Legal & General 集团有限公司 665,449 0.81 173,562 12.70
2025-08-27 NP TIFF 投资计划 - TIFF 多元资产基金 222 58
2025-07-18 13F 影响资本合伙公司 923 1.88 241 13.74
2025-07-14 13F 阿姆斯特朗咨询集团公司 847 0.24 221 1.38
2025-07-28 13F 米切尔·麦克劳德·皮尤威廉姆斯公司 4,811 0.02 1,255 11.76
2025-07-09 13F GSG 顾问有限责任公司 3,327 0.42 868 9.33
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 189,628 8.58 50,265 16.38
2025-06-25 NP 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 4,644 151.84 1,218 141.19
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 32,610 1.46 8,555 -2.92
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 21,320 91.93 5,561 114.59
2025-08-08 13F 等投资顾问公司 14,622 10.07 3,814 23.04
2025-08-11 13F 卓越基金管理有限公司 241,022 0.39 63 14.55
2025-08-11 13F 战略财富伙伴有限公司 26,781 21.70 6,985 17.85
2025-07-28 NP SPXV - 标准普尔 500 前医疗保健 ETF 84 6.33 22 15.79
2025-06-26 NP DXUV-美国维度矢量股票 ETF 593 105.19 156 96.20
2025-08-26 NP IVE - iShares S&P 500 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 79,856 2.25 20,828 14.32
2025-08-13 13F 奥斯特鲁姆资产管理公司 9,298 37.08 2,425 53.29
2025-08-27 NP 高级系列信托 - Ast 资本增长资产配置投资组合 26,845 13.42 7,002 26.81
2025-07-24 NP HNDRX - Horizon 定义风险基金投资者类别 2,015 8.16 534 16.09
2025-07-31 13F 三井住友信托控股公司 302,713 2.33 78,954 14.41
2025-07-08 13F 北卡罗来纳州韦伯斯特银行 2,244 4.42 585 16.77
2025-08-13 13F GABELLI & Co 投资顾问公司 800 209
2025-05-29 NP PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 242 1.68 56 -8.20
2025-08-11 13F Qsemble 资本管理有限合伙人 5,139 1,340
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 2,270 23.50 595 18.29
2025-08-27 NP VIMSX - 先锋中盘指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,915,606 2.41 760,448 14.49
2025-07-11 13F 格兰特私人财富管理公司 1,000 261
2025-08-20 NP QRPNX - AQR 另类风险溢价基金 N 级 Short -4,797 3.97 -1,251 16.26
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 13,982 252.64 3,647 301.54
2025-07-17 13F 金融合作伙伴集团有限责任公司 7,066 12.93 1,843 26.25
2025-08-27 NP LGH - HCM Defender 500 指数 ETF 801 2.04 209 13.66
2025-08-08 13F MTM 投资管理有限责任公司 30 8
2025-07-14 13F 公园大道证券有限公司 2,934 6.27 1
2025-07-14 13F 拉弗勒尔和戈弗雷有限责任公司 61,243 3.78 15,973 16.02
2025-07-31 13F 伯克与赫伯特银行与信托公司 781 204
2025-04-28 NP GMAEX - GMO 周期性焦点基金 VI 级 1,841 455
2025-08-11 13F Highview 资本管理有限责任公司/DE/ 3,899 3.56 1,017 15.72
2025-07-25 13F Verdence 资本顾问有限责任公司 4,782 4.62 1,247 16.98
2025-08-11 13F 野村资产管理有限公司 42,973 4.65 11,208 17.01
2025-07-23 13F 弗里登塔尔金融公司 3,749 978
2025-06-26 NP FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 183,377 15.86 48,105 10.86
2025-08-20 NP QMHIX - AQR 管理期货策略 HV 基金 I 类 2,037 161.83 531 193.37
2025-08-14 13F 本杰明·爱德华兹公司 15,619 101.35 4,074 125.15
2025-08-08 13F Mv 资本管理公司 41 20.59 11 42.86
2025-04-28 NP GIMFX - 转基因生物实施基金 1,676 414
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 54,309 2.57 14,165 14.66
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 34 9
2025-08-13 13F 布里奇沃特合伙人有限合伙人 8,749 2,282
2025-08-27 NP HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 130 39.78 34 57.14
2025-07-25 13F PrairieView 合作伙伴有限责任公司 911 104.26 0
2025-08-08 13F Gts 证券有限公司 4,384 1,143
2025-07-18 13F 信托金融公司 12,553 0.54 3,274 12.43
2025-08-14 13F 间隔合伙人有限合伙人 83,456 21,767
2025-08-04 13F 奎克财富管理有限责任公司 3 1
2025-08-14 13F 立体派系统策略有限责任公司 Put 17,900 148.61 4,669 178.02
2025-08-14 13F Aqr资本管理有限公司 566,909 71.35 147,861 96.40
2025-08-14 13F 立体派系统策略有限责任公司 Call 11,400 153.33 2,973 183.41
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 18,047 17.47 4,784 25.90
2025-07-31 13F B&T 资本管理 DBA Alpha 资本管理 20,272 0.59 5,287 12.47
2025-07-09 13F 捷克国家银行 32,290 6.46 8,422 19.01
2025-08-27 NP BBVLX - Bridge Builder 大盘价值基金 5,671 26.56 1,479 41.53
2025-08-13 13F F/M 投资有限责任公司 15,384 4,012
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 45,828 321.10 11,953 370.74
2025-07-29 13F 私人财富管理集团有限责任公司 203 3.05 53 15.56
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 7,530 164.86 1,964 196.08
2025-08-26 NP Ivy 可变保险投资组合 - Ivy VIP 核心股票 II 类 17,482 4,560
2025-08-14 13F 埃文泰德资产管理有限公司 167,982 0.05 43,815 11.86
2025-08-14 13F 伦敦资本资产管理有限公司 85,542 358.82 22,310 412.99
2025-08-14 13F 原子金融集团有限公司 985 257
2025-08-14 13F 综合财富概念有限责任公司 2,199 61.10 574 80.19
2025-08-12 13F 富兰克林资源公司 719,924 598.45 187,771 680.85
2025-08-14 13F 两西格码投资有限合伙人 420,642 58.67 109,712 77.39
2025-06-25 NP LCLAX - ClearBridge Select 基金 A 类 This fund is a listed as child fund of Clearbridge, 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 101,800 26,705
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 94,800 76.87 24,726 97.74
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Put 73,800 282.38 19,249 327.54
2025-08-12 13F 摩根大通公司 7,824,987 12.30 2,040,914 25.55
2025-08-12 13F 比顿管理有限公司 812 0
2025-08-13 13F 亚利桑那州退休系统 38,611 1.10 10,071 13.03
2025-08-28 NP TOPC - iShares 标准普尔 500 指数 3% 上限 ETF 30 8
2025-07-17 13F 健全收入策略有限责任公司 28 12.00 7 40.00
2025-07-16 13F Highline Wealth Partners有限责任公司 10 66.67 3 100.00
2025-07-11 13F 托马斯维尔国家银行 1,502 392
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 313 9.44 82 22.73
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 96 25
2025-07-24 13F 财务安全顾问公司 1,123 0.18 293 11.88
2025-07-31 13F 布莱恩·洛金融集团有限责任公司 1,985 518
2025-08-08 13F 卡拉莫斯顾问有限责任公司 53,596 0.13 13,979 11.93
2025-08-25 NP PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 中型股账户 1 类 101,207 3.26 26,397 15.43
2025-08-04 13F 阿特里亚投资有限公司 6,719 0.67 1,753 12.52
2025-08-01 13F Y-Intercept (香港) 有限公司 9,257 824.78 2,414 936.05
2025-08-13 13F 卡里街合伙人投资咨询有限公司 804 38.14 210 54.81
2025-08-27 NP JNL 系列信托 - JNL/Mellon 材料行业基金 (A) 17,835 2.42 4,652 14.50
2025-07-23 13F Trifecta 资本顾问有限公司 510 920.00 133 1,109.09
2025-08-14 13F/A 洛克菲勒资本管理有限责任公司 18,849 6.11 4,916 18.63
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 1,666,116 0.73 441,637 7.97
2025-06-18 NP NMFAX - 全国动态美国成长基金 A 类 3,355 5.57 880 1.03
2025-08-27 13F/A 普特尼金融集团有限公司 608 913.33 159 1,115.38
2025-08-20 NP QSPIX - AQR 风格溢价另类基金 I 类 Short -11,885 -42.82 -3,100 -36.08
2025-08-14 13F 永久资本有限合伙人 863 225
2025-08-13 13F 贝克大道资产管理有限合伙人 37,337 1.54 9,738 13.52
2025-08-14 13F 桑德勒资本管理公司 6,661 1,737
2025-07-15 13F Town & Country Bank & Trust CO dba 第一银行家信托公司 5,681 1,482
2025-08-08 13F 布罗根金融公司 1,342 0.22 350 12.18
2025-08-06 13F 真实财富设计有限责任公司 60 7.14 16 15.38
2025-06-27 NP SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 2,151 4.88 564 0.36
2025-06-23 NP PMBMX - 中型股基金 (又名中型股混合基金) R-3 4,408,565 8.49 1,156,499 3.82
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 181,185 11.32 47,257 24.45
2025-08-08 13F 美国信安金融集团 7,210,443 10.80 1,880,641 23.87
2025-08-14 13F 布斯贝基金管理有限公司 8,890 46.80 2,319 64.16
2025-08-26 NP WFMDX - 富国银行特殊中型价值基金管理员班 1,218,050 5.91 317,692 18.41
2025-08-05 13F 美国资本咨询有限责任公司 2 1
2025-07-25 13F 斯蒂芬斯咨询有限公司 2 1
2025-08-13 13F 地理财富管理有限责任公司 346 12.34 90 26.76
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 443,275 6.18 116,284 1.61
2025-07-23 13F 马里兰州退休金系统 6,425 3.86 1,676 16.08
2025-08-12 13F 吉特曼财富管理有限责任公司 524 137
2025-08-14 13F Fwl投资管理有限公司 5 1
2025-08-14 13F 北卡罗来纳州财政部长 61,751 1.97 16 14.29
2025-08-14 13F 美国银行 /de/ 2,309,444 6.14 602,349 18.66
2025-07-28 NP AVSU - Avantis 责任美国股票 ETF 515 10.75 137 19.30
2025-08-11 13F 先锋集团公司 16,895,644 1.17 4,406,722 13.11
2025-08-28 NP TPLC - Timothy Plan 美国大盘核心 ETF 4,275 0.83 1,115 12.74
2025-08-27 NP RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 204 284.91 53 341.67
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 60,352 1.38 15,832 -2.98
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 24,133 2.09 6,294 14.15
2025-08-20 NP 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 11,570 4.43 3,018 16.76
2025-07-25 13F CWM有限公司 14,875 48.22 4 50.00
2025-07-29 13F 帕尔默·奈特公司 24,951 0.08 6,508 11.88
2025-08-13 13F 第1832章 15,400 4,017
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT 增长机会基金 IA 类股票 31,319 8,169
2025-08-26 NP IIFAX - Voya 平衡收益投资组合 ADV 级 1,450 7.49 378 20.38
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 1,059 8.84 278 4.14
2025-08-26 NP EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 10,878 23.05 2,837 37.58
2025-08-13 13F 佛罗里达州退休系统国家管理局 135,937 1.29 35,455 13.24
2025-07-10 13F 韦蒙特私人资本 1,634 6.80 441 19.19
2025-08-28 NP XLB - 材料选择行业 SPDR 基金 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 914,718 2.27 238,577 14.33
2025-08-06 13F 法国巴黎银行资产管理控股公司 26,923 16.75 7 40.00
2025-07-21 13F 谷轮资本管理有限责任公司 3,780 15.46 986 29.10
2025-08-26 NP QCEQRX - 股票指数账户类别 R1 64,615 11.43 16,853 24.57
2025-06-26 NP HFIGX - 哈特福德施罗德多元化增长基金 I 类 306 29.11 80 25.00
2025-07-22 13F HFM投资顾问有限责任公司 3 50.00 1
2025-08-13 13F Natixis 顾问有限公司 207,524 19.22 54 35.00
2025-08-12 13F 美国世纪公司 256,789 19.28 66,976 33.35
2025-08-26 NP 机构投资策略基金 11 83.33 3 100.00
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 948 43.42 247 60.39
2025-07-22 13F Gsa资本合伙公司 1,666 55.27 0
2025-08-26 NP XVV - iShares ESG 筛选的 S&P 500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,145 23.92 299 38.60
2025-07-28 NP SPXT - S&P 500 除科技 ETF 796 5.01 211 12.30
2025-08-22 NP FELV - 富达增强型大盘价值 ETF 48,356 21,681.98 12,612 22,026.32
2025-08-27 NP AAHYX - Thrivent Diversified Income Plus 基金 A 类 328 86
2025-07-28 NP MSLC - 摩根士丹利 Pathway 大盘股 ETF 19,251 14.85 5,103 23.09
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 1,452 3.64 385 10.98
2025-08-26 NP JEPAX - 摩根大通股票溢价收入基金 A 类 85,392 22,272
2025-08-07 13F 奥尔沃斯金融有限公司 726 11.52 189 16.67
2025-06-30 NP NSFMX - Natixis 可持续未来 2060 基金 N 类 54 8.00 14 7.69
2025-07-17 13F HB 财富管理有限责任公司 28,245 3.61 7,367 15.84
2025-07-25 13F 红杉财务顾问有限责任公司 2,600 21.95 678 36.42
2025-07-25 NP URTH - iShares MSCI 世界 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 8,701 5.84 2,306 13.43
2025-07-11 13F 迪恩退休策略公司 17,942 1.52 4,681 13.51
2025-07-17 13F 圭亚苏塔投资顾问公司 51,902 1.96 13,537 14.00
2025-08-14 13F 元盛资本集团有限公司 6,800 1,774
2025-08-14 13F Point72 亚洲(新加坡)私人有限公司有限公司 3,586 935
2025-08-13 13F 克雷塞特资产管理有限责任公司 3,393 23.70 885 38.34
2025-08-11 13F 安尼斯·加德纳·惠廷资本顾问有限责任公司 140 11.11 37 24.14
2025-08-05 13F 吉尔伯特和库克公司 4,596 9.85 1,199 22.75
2025-08-14 13F 水手有限责任公司 213,310 2.69 55,644 14.83
2025-05-29 NP SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 488 3.39 114 -6.61
2025-08-08 13F 创意策划 26,180 43.85 6,828 60.81
2025-07-24 13F 卡伦家族办公室有限责任公司 5,379 166.42 1,403 197.66
2025-08-07 13F Campbell & CO 投资顾问有限责任公司 3,482 908
2025-08-29 NP SPXUX-WisdomTree 500 数字基金 N/A 30 200.00 8 250.00
2025-08-26 NP EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 4,070 22.74 1,062 37.26
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 22,012 16.43 5,774 11.42
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
2025-08-06 13F 顾问投资有限责任公司 811 212
2025-07-28 NP AVUQ-Avantis美国优质ETF 75 20
2025-07-24 NP Horizon Funds - HORIZON EXPEDITION PLUS ETF 128 204.76 34 230.00
2025-08-14 13F 原子投资者有限合伙人 987 257
2025-08-14 13F 两个西格玛证券有限公司 4,700 1,226
2025-08-26 NP VVIPX - Voya VACS 指数 S 系列投资组合 10,076 0.34 2,628 12.21
2025-08-14 13F 信托信托公司 5,357 8.09 1,397 20.85
2025-07-24 13F 资本顾问有限公司 11 37.50 0
2025-08-13 13F 费希尔资产管理有限责任公司 1,015 265
2025-07-07 13F Nova财富管理有限公司 6 2
2025-06-25 NP DGRO - iShares 核心股息增长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77,382 14.93 20,300 9.98
2025-05-14 13F 法国农业信贷银行 38,741 7.56 9,038 -2.44
2025-06-26 NP FBCG - 富达蓝筹成长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 14,168 4.33 3,717 -0.16
2025-08-06 13F 韦弗顿投资管理有限公司 220,153 3.90 57,403 16.12
2025-08-06 13F 金州财富管理有限责任公司 1,022 7.47 267 19.82
2025-08-26 NP IEOPX - Voya 大盘成长投资组合 ADV 级 41,214 5.15 10,749 17.55
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 18,829 6.87 4,991 14.55
2025-08-20 NP QMFNX - AQR MS 融合基金 N 类 87 23
2025-08-08 13F 哈特兰有限公司 2,436 44.23 635 61.17
2025-08-01 13F 超越财富集体有限责任公司 1,230 33.12 321 48.84
2025-07-08 13F 上升顾问有限责任公司 80 5.26 21 17.65
2025-08-15 13F 摩根士丹利 1,552,127 2.74 404,826 14.86
2025-08-26 13F/A 路德教会的 Thrivent 金融 46,396 100.90 12 140.00
2025-08-26 NP TURF - T. Rowe Price 自然资源 ETF 174 45
2025-08-14 13F FIL有限公司 87,498 37.55 22,821 53.77
2025-08-21 NP MXMVX - Great-West 中盘价值基金投资者类别 43,351 40.72 11,307 57.31
2025-08-13 13F 峰会金融有限责任公司 1,431 4.45 373 16.93
2025-08-08 13F 公民金融集团公司/ri 817 213
2025-08-12 13F Jw 科尔顾问公司 3,089 0.62 806 12.43
2025-08-13 13F 安大略省医疗保健养老金计划信托基金 5,269 234.54 1,374 274.39
2025-06-23 NP 规模 - iShares Edge MSCI 美国规模因子 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,058 7.30 540 2.67
2025-08-13 13F Gamco Investors, Inc. 等 36,022 3.51 9,395 15.73
2025-08-12 13F SRS 资本顾问公司 4,476 1.27 3,143 204.85
2025-07-07 13F 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 232 866.67 61 1,100.00
2025-08-08 13F 大西洋信托有限责任公司 218 71.65 57 93.10
2025-07-30 13F Deka银行德意志Girozentrale 21,385 0.76 6 25.00
2025-08-01 13F 瑞穗证券美国有限公司 9,126 2,380
2025-06-30 NP NSFFX - Natixis 可持续未来 2030 基金 N 类 35 9.38 9 12.50
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 8,521 0.26 2,235 -4.08
2025-08-07 13F 中西部信托公司 1,425 372
2025-08-20 NP LSAAX - LoCorr 战略配置基金 A 类 40 263.64 10 400.00
2025-07-25 13F 阿波罗财富管理有限责任公司 1,468 14.42 383 27.76
2025-08-27 NP HWAY - 主题美国基础设施 ETF 113 4.63 29 16.00
2025-06-27 NP BBMIX - BBH Select 系列 - 中型基金 I 类股票 63,356 4.99 16,620 0.47
2025-08-26 NP PABAX - Putnam动态资产配置平衡基金A类股票 7,775 176.59 2,028 209.47
2025-08-26 NP IWD - iShares Russell 1000 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 293,966 20.68 76,672 34.91
2025-08-26 NP EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 310 0.65 81 12.68
2025-07-25 13F 谷溪资本集团有限公司 1,680 5.99 438 18.70
2025-08-26 NP TSPA - T. Rowe Price 美国股票研究 ETF 7,818 6.17 2,039 18.68
2025-08-13 13F 箭街资本有限合伙企业 211,008 413.91 55,035 474.54
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 40,523 8.31 10,630 3.65
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 42,747 7.94 11,214 3.29
2025-07-15 13F 巴伦坦合作伙伴有限责任公司 1,164 29.91 304 44.98
2025-07-10 13F 三井住友DS资产管理有限公司 20,931 0.48 5,459 12.35
2025-08-14 13F 第一集团贸易有限公司 490 2,233.33 128 3,075.00
2025-08-18 13F Onefund有限责任公司 347 0
2025-08-12 13F 三菱日联证券美国公司 2,928 25.24 764 40.00
2025-08-14 13F/A 巴克莱银行 613,335 72.19 160 91.57
2025-08-05 13F 日内瓦资本管理有限公司 53,107 3.58 13,851 15.79
2025-08-14 13F 第一集团贸易有限公司 Put 300 78
2025-08-27 NP SSPY - 分层大盘指数 ETF 838 22.51 219 37.11
2025-08-14 NP FLSPX - SPECTRUM FUND 零售类 Short -2,199 -59.75 -574 -55.02
2025-08-14 13F Point72 资产管理有限合伙人 88,618 140.44 23,113 168.82
2025-08-14 13F 鹰资本管理有限公司 716,556 4.06 186,892 16.33
2025-08-06 13F 帕纳塞斯投资公司/ca 197,796 51,589
2025-07-22 NP GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF 14,497 2.11 3,843 9.43
2025-03-28 NP JOET - Virtus Terranova 美国优质动量 ETF 4,755 24.80 1,304 24.93
2025-08-25 NP MFS 可变保险信托 - MFS 中型成长系列初始类别 19,768 1.28 5,156 13.22
2025-08-08 13F 新泽西州警察和消防员退休系统 20,160 4.33 5,258 16.64
2025-03-28 NP LSEQ - Harbor 多空股票 ETF 612 168
2025-08-12 13F 动态技术实验室私人有限公司 1,310 342
2025-08-11 13F Aptus 资本顾问有限公司 7,490 1.60 1,954 13.61
2025-08-06 13F 马拉加湾资本有限责任公司 2,265 74.36 591 94.72
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 21,727 5,667
2025-08-14 13F Citadel 顾问有限公司 Call 49,300 137.02 12,858 165.00
2025-06-23 NP BMPIX - 基础材料 Ultrasector 深度投资者类别 485 17.72 127 13.39
2025-07-10 13F NorthCrest 资产管理有限责任公司 1,170 312
2025-08-12 13F 创始者有限公司 1,407 367
2025-07-24 NP FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,908 0.44 1,036 7.59
2025-06-25 NP WWIDX - 富国银行大型公司价值基金管理员课程 12,200 3,200
2025-04-29 NP SEIAX - SIIT 多元资产真实回报基金 - A 类 0 -100.00 0 -100.00
2025-08-26 NP GLBIX - Leuthold 全球基金机构类 Short -48 -13
2025-07-30 13F 卡伦/弗罗斯特银行家公司 10 3
2025-08-14 13F 西永资本有限公司 2,753 3.07 718 15.25
2025-07-28 NP SWP - SWP 增长与收入 ETF 3,861 5.72 1,023 13.29
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 127 3.25 33 0.00
2025-08-13 13F 布朗咨询公司 153,687 4.22 40,085 16.52
2025-08-07 13F 菲德利斯资本合伙人有限责任公司 4,619 4.01 1,301 18.51
2025-08-28 NP TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 2,888 7.20 753 19.90
2025-08-13 13F 阿蒙迪 406,570 78.72 108,030 100.22
2025-07-16 13F 签名有限责任公司 2,058 14.02 537 27.62
2025-07-29 NP 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF 10,613 7.64 2,813 15.38
2025-08-14 13F DoubleLine ETF 顾问 LP 13,235 3,452
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 12,878 1.98 3,359 13.99
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 132,406 2.69 35,097 10.07
2025-07-23 13F 城堡石财富管理有限责任公司 3,760 1,005
2025-06-27 NP TWSMX - 战略配置:中等基金投资者类别 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 1,352 19.12 355 13.83
2025-08-11 13F 新边缘财富有限责任公司 1,338 23.89 377 50.20
2025-03-27 NP 贝莱德 ETF 信托 - 贝莱德未来美国主题 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 302 86.42 83 86.36
2025-08-27 NP 高级系列信托 - Ast Prudential Growth Allocation Portfolio 2,775 16.84 724 30.51
2025-08-28 NP Elevation Series Trust - RiverNorth Patriot ETF 60 16
2025-06-30 NP NSFBX - Natixis 可持续未来 2015 年 N 类基金 5 25.00 1 0.00
2025-08-26 NP NXTI - 简化下一个无形核心指数 ETF 11 22.22 3 0.00
2025-08-27 NP JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) 1,489 75.38 388 95.96
2025-07-31 13F 共振资本顾问有限责任公司 774 202
2025-06-26 NP FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,500 18.22 8,001 13.12
2025-08-07 13F 唤起财富有限公司 4,943 6.60 1,289 19.24
2025-07-30 13F 论坛财务管理有限合伙人 1,879 23.78 490 38.42
2025-07-29 NP ESGV - 先锋ESG美国股票ETF ETF股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,728 0.44 7,615 7.65
2025-08-13 13F 丽都顾问有限责任公司 6,081 6.95 1,586 19.61
2025-07-23 13F 钢峰财富管理有限公司 2,052 0.20 535 12.16
2025-07-29 NP EBI-长景优势ETF 366 2,052.94 97 2,325.00
2025-04-24 13F 支点资产管理有限公司 Put 0 242
2025-06-30 NP NSFLX - Natixis 可持续未来 2055 基金 N 类 65 4.84 17 6.25
2025-08-05 13F 跨大西洋私人财富有限公司 2,589 21.26 675 35.81
2025-07-25 NP USCA - Xtrackers MSCI 美国气候行动股票 ETF 10,638 29.65 2,820 29.25
2025-08-08 13F 三菱日联信托银行 70,278 4.21 18,330 16.49
2025-07-29 NP LCIAX - Siit 大盘指数基金 - A 类 4,857 14.09 1,287 22.34
2025-08-14 13F 山顶控股公司 1,175 306
2025-08-11 13F FSA财富管理有限责任公司 227 0.44 59 13.46
2025-07-28 NP UYM - ProShares 超基础材料 4,044 14.72 1,072 22.96
2025-07-09 13F 信托联盟有限责任公司 3,588 1.96 936 14.02
2025-06-23 NP PPSFX - 大型股价值基金 III R-3 2,417 9.66 634 4.97
2025-07-29 13F 积极财富管理 38 533.33 10 800.00
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 9,309 116.99 2,429 140.97
2025-07-15 13F 俄亥俄州公共雇员退休制度 64,762 2.05 16,891 14.09
2025-08-28 NP ITOT - iShares Core S&P Total 美国股票市场 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 155,621 2.53 40,589 14.63
2025-08-13 13F 华尔街眼资本有限责任公司 Put 1,300 550.00 339 636.96
2025-07-29 NP VADCX - Invesco 等权重标普 500 基金 C 类 56,031 11.54 14,852 19.55
2025-08-11 13F 美国信安证券公司 6,084 20.98 1,587 22.66
2025-06-30 NP PEVC——Pacer PE/VC ETF 6 2
2025-08-14 13F Glenmede投资管理有限公司 69,177 18,043
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 114 22.58 30 36.36
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 2,952 17.94 770 31.90
2025-08-08 13F 加拿大邮政公司注册养老金计划 1,990 519
2025-08-13 13F EverSource 财富顾问有限责任公司 1,371 41.78 358 58.67
2025-07-31 13F Wealthfront 顾问有限公司 12,350 10.16 3,221 23.17
2025-07-28 NP UPRO - ProShares UltraPro S&P500 6,658 12.28 1,765 20.33
2025-08-14 13F 里格斯资产管理有限公司 28 7
2025-08-22 NP XAOKX - 指数 500 投资组合初始类别 42,724 0.24 11,143 12.07
2025-06-25 NP CLSUX - ClearBridge 可持续发展领袖基金 A 级 This fund is a listed as child fund of Clearbridge, 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 7,650 15.56 2,007 10.58
2025-07-07 13F Versant 资本管理公司 286 31.80 75 48.00
2025-08-22 NP CVMC - Calvert 美国中盘核心责任指数 ETF 1,015 2.42 265 14.29
2025-06-26 NP DFUS - 维度美国股票 ETF 35,037 12.69 9,191 7.84
2025-08-14 13F 斯蒂菲尔金融公司 129,986 1.46 33,904 13.43
2025-09-04 13F VM 曼宁公司 11,395 3,320
2025-05-27 NP FMKFX - 富达麦哲伦 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,559 28.36 4,097 16.43
2025-07-31 13F 白金汉战略合作伙伴 6,036 35.09 1,574 51.06
2025-08-14 13F DecisionPoint 金融有限责任公司 1 0
2025-08-11 13F 品尼高财富规划服务公司 940 245
2025-03-28 NP GDIV - Harbour 股息增长领先 ETF 13,407 1.22 3,676 1.30
2025-08-12 13F 劳雷尔财富顾问有限责任公司 176,836 25,982.01 1 -100.00
2025-08-07 13F 英杰华公司 98,459 6.73 25,680 19.32
2025-06-27 NP TWHIX - 传统基金投资者类别 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 200,107 18.72 52,494 13.60
2025-08-26 NP TVAL - T. Rowe 价格价值 ETF 4,426 14.78 1,154 28.36
2025-08-04 13F 创意金融设计公司 /adv 19 5.56 5 0.00
2025-07-10 13F 锰服务 Vermogensbeheer BV 50,500 4.99 13 18.18
2025-08-05 13F 西区投资管理公司 42 11
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 398 21.34 104 16.85
2025-08-11 13F 布朗兄弟哈里曼公司 195,578 6.26 51,011 18.80
2025-08-13 13F 主动财富策略有限责任公司 11,923 4.97 3 50.00
2025-07-29 13F 科辛斯基资产管理公司 1,575 16.06 411 29.75
2025-07-11 13F 阿塞纳贡资产管理公司 88,695 1,947.91 23,133 2,190.40
2025-08-13 13F 西万特资本管理有限责任公司 106,747 0.82 27,842 12.71
2025-08-14 13F 人民币资本管理有限公司 2,541 663
2025-08-13 13F 殖民地信托公司 / SC 1,245 1.38 325 13.29
2025-08-14 13F 加拿大帝国商业银行世界市场公司 76,714 381.60 20,009 438.43
2025-08-14 13F 斯托克布里奇合作伙伴有限责任公司 1,419,652 1.73 370,274 13.73
2025-06-26 NP FMAG - 富达麦哲伦 ETF 11,803 49.71 3,096 43.27
2025-07-28 NP VCAAX - 资产配置基金 6,543 5.45 1,734 13.04
2025-08-08 13F 赋能咨询集团有限责任公司 162,563 303.25 42,400 350.81
2025-08-12 13F 嘉信理财投资管理公司 921,238 2.40 240,277 14.48
2025-08-27 NP TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 17,644 4,602
2025-07-09 13F 万通信托公司 Fsb/adv 950 11.63 248 24.75
2025-07-29 NP PTL-Inspire 500 ETF 3,083 17.58 817 26.08
2025-08-22 NP MBAAX - 全球策略师投资组合 A 类股 471 3.06 123 15.09
2025-08-27 NP JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) 31,579 45.53 8,236 62.70
2025-08-06 13F 萨凡特资本有限责任公司 3,836 45.74 1,001 62.87
2025-07-31 13F 德克萨斯大学/德克萨斯大学投资管理公司 238 62
2025-07-29 13F 斯特拉托斯财富合作伙伴有限公司 2,998 0.54 782 12.52
2025-08-28 NP NZAC - SPDR MSCI ACWI 低碳目标 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 87 2.35 23 15.79
2025-08-27 NP JNL 系列信托 - JNL/T。 Rowe Price资本增值基金(一) 271,400 70,787
2025-06-26 NP DFUV - 维度美国市场价值 ETF 102,410 0.32 26,865 -4.01
2025-08-12 13F 瑞士国家银行 399,900 7.36 104,302 20.02
2025-08-12 13F 财富管理资本管理有限公司 9 28.57 2 100.00
2025-08-26 NP IUSG - iShares 核心标普美国增长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 65,099 1.94 16,979 13.97
2025-08-12 13F 保德信金融公司 96,640 34.47 25,206 50.33
2025-08-20 NP QLFIX - AQR LSE 融合基金 I 类 56 15
2025-07-24 NP HESGX - Horizon ESG 防御核心基金投资者类别 1,726 458
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 803 4.29 209 16.76
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 8 14.29 2 100.00
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 30,946 4.43 8,203 11.93
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 1,320 6.88 346 2.37
2025-05-30 NP SIFAX - SIMT 多资产通胀管理基金 F 类 0 -100.00 0 -100.00
2025-07-31 13F 资金存管及寄售 1,156 302
2025-05-15 13F 格伦梅德信托公司 9,985 83.31 2,329 66.24
2025-08-12 13F 帕瑟顾问公司 10,602 38.15 2,765 54.47
2025-08-12 13F 霍尔德内斯投资公司 3,332 1.09 869 13.15
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 2,932 5.51 765 17.90
2025-08-13 13F 尼科莱特咨询服务有限公司 1,470 2.94 404 20.24
2025-09-04 13F/A 顾问集团控股公司 19,156 0.51 4,945 11.07
2025-06-23 NP LGPIX - 大盘成长型基金投资者类别 175 105.88 46 95.65
2025-08-07 13F 肯塔基州教师退休制度 10,347 1.93 3 0.00
2025-07-25 NP SCHG - 嘉信美国大盘成长 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 203,142 7.20 53,847 14.90
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 1,562 407
2025-07-31 13F 布莱顿琼斯有限公司 2,243 14.32 585 28.01
2025-08-06 NP 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 1,145 296.19 299 344.78
2025-08-14 13F ICONIQ 资本有限责任公司 951 248
2025-08-26 NP ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV 126,200 32,915
2025-07-31 13F Rational 顾问有限公司 72 19
2025-07-25 13F 奥泉环球投资控股有限公司 1,872,652 7.52 495,635 19.93
2025-08-12 13F Virtu 金融有限责任公司 2,290 1
2025-06-25 NP ASLV - Allspring 特别大价值 ETF 9,266 2,431
2025-07-16 13F 埃塞克斯金融服务公司 794 207
2025-07-22 13F 费尼莫尔资产管理公司 665,852 0.31 173,668 12.14
2025-08-28 NP LGLV - SPDR SSGA 美国大盘低波动指数 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 51,784 34.42 13,506 50.28
2025-08-05 13F Tiaa 信托、全国协会 808 211
2025-08-13 13F 西北互助财富管理公司 15,876 15.36 4,141 28.97
2025-08-19 13F 怀俄明州 710 185
2025-07-10 13F 纳富尔顿银行 922 240
2025-08-11 13F WPG顾问有限责任公司 96 1.05 25 13.64
2025-08-26 NP EAGL-鹰资本精选股票ETF 52,623 197.27 13,725 232.40
2025-08-25 NP MMBDX - MassMutual Premier 平衡基金 A 类 173 7.45 45 21.62
2025-08-15 13F 田纳西州财政部 36,839 9.47 9,608 22.38
2025-08-26 NP JUSA - 摩根大通美国研究增强型大盘股ETF 56 15
2025-08-14 13F 拉扎德资产管理公司 31,803 6.90 8 33.33
2025-08-22 NP MIMPX - 全球策略师投资组合 I 级 69 1.47 18 13.33
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 7 2
2025-08-26 NP GVIZX - 价值股票指数基金投资者 831 17.37 217 30.91
2025-06-26 NP 贝莱德基金 - iShares 罗素中型股指数机构基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,855 1.06 5,996 -3.29
2025-08-06 13F 韦德布什证券公司 1,915 63.54 0
2025-08-12 13F 路石控股有限责任公司 10,561 9.78 2,755 22.67
2025-05-27 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 23,785 37.04 5,549 24.31
2025-07-21 13F 克伦威尔控股有限公司 406 4.10 106 16.67
2025-07-30 NP ENDW - Cambria 捐赠基金 ETF 25 7
2025-07-09 13F 布鲁斯·艾伦投资有限责任公司 29 11.54 8 16.67
2025-07-29 NP JCAVX - 资本增值价值基金类别资产净值 22,950 6,083
2025-08-26 NP Ivy 可变保险投资组合 - Ivy VIP 平衡 II 级 3,417 891
2025-07-29 NP PARMX - Parnassus 中盘基金投资者股票 197,796 51,589
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 22,908 12.78 6,009 7.92
2025-07-24 13F IFP 顾问公司 1,018 8.07 265 21.00
2025-08-05 13F 摄政门资本有限责任公司 620 162
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 5,193 0.33 1,354 12.18
2025-07-10 13F 向日葵银行,NA 852 222
2025-08-26 NP JHQAX - 摩根大通对冲股票基金 A 类 118,816 30,990
2025-07-29 NP VRGWX - Vanguard Russell 1000 增长指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,266 5.93 11,203 13.54
2025-08-08 13F/A 斯特林资本管理有限公司 25,199 15.48 6,572 29.09
2025-08-14 13F 伊尔马里宁互助养老金保险公司 21,500 6
2025-08-08 13F 乌龟投资管理有限公司 10 100.00 3 100.00
2025-08-15 13F Captrust 财务顾问 25,180 6.09 6,568 18.60
2025-06-27 NP RSPM - Invesco S&P 500 等权重材料 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 29,850 9.59 7,831 4.86
2025-07-15 13F MCF 顾问有限责任公司 275 0.36 72 12.70
2025-08-26 NP JPIVX - 摩根大通无畏价值基金 I 类 2,692 702
2025-08-08 13F 拉森金融集团有限责任公司 14,606 18.49 3,809 32.49
2025-08-14 13F 西门子基金投资有限公司 1,854 18.47 484 32.33
2025-08-14 13F 星云研究与开发有限责任公司 887 231
2025-07-31 13F CVA 家族办公室有限责任公司 332 15.28 87 28.36
2025-08-13 13F 哈夫斯特联合公司 6,378 470.48 1,664 539.62
2025-07-28 NP ISPY - ProShares 标准普尔 500 高收益 ETF 2,080 17.65 551 26.09
2025-06-26 NP 贝莱德基金 - iShares Total 美国股市指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,005 3.49 2,362 -0.96
2025-08-08 13F 史密斯菲尔德信托公司 2,062 0.98 1
2025-07-15 13F LeConte财富管理有限责任公司 1,553 8.30 405 21.26
2025-07-25 13F 并发投资顾问有限公司 8,362 58.37 2,181 77.17
2025-08-14 13F 摩尔资本管理有限公司 18,386 4,795
2025-07-31 13F 惠普伍德顾问有限公司 20 185.71 5 25.00
2025-08-14 13F 海特对冲资产管理有限责任公司 30,183 7,872
2025-08-01 13F 科斯-奥林格咨询有限公司 775 202
2025-08-14 13F 匡蒂诺资本管理有限公司 36,981 49.01 9,645 66.58
2025-07-22 13F 奇迹英里顾问有限责任公司 998 260
2025-08-26 NP IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 10,798 1.80 2,816 13.82
2025-08-26 NP SPFFX-Sphere 500 气候基金 109 21.11 28 40.00
2025-08-14 13F Point72(迪拜国际金融中心)有限公司 13,017 3,395
2025-07-31 13F 一号资产管理有限公司 82,004 7.33 21,388 20.00
2025-06-26 NP ETLGX - E*TRADE 免费大盘指数基金 21 6
2025-07-29 NP BLES - 激励全球希望 ETF 1,296 9.64 344 17.47
2025-08-29 13F 全面投资管理公司 6 2
2025-08-06 NP 林肯可变保险产品信托 - LVIP 美国世纪资本增值基金标准类 15,818 13.77 4,126 27.20
2025-08-15 13F/A 交响金融有限公司 1,866 240
2025-08-25 NP GCHDX - Gotham 对冲核心基金机构类别 Short -118 -9.92 -31 0.00
2025-06-27 NP SPHQ - Invesco S&P 500 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 164,426 12.48 43,134 7.63
2025-08-14 13F 投资者 投资基金公司 股份公司 9,305 12.04 2,427 25.25
2025-08-13 13F Blueshift 资产管理有限责任公司 908 237
2025-08-14 13F 哥谭资产管理有限公司 4,354 1,136
2025-06-26 NP ACVF - 美国保守价值 ETF 110 1.85 29 -3.45
2025-08-06 13F 里亚托财富管理有限责任公司 4 1
2025-08-12 13F 磁星金融有限责任公司 31,029 150.29 8,093 179.81
2025-08-15 NP Guardian 可变产品信托 - Guardian 中盘相对价值 VIP 基金 9,626 1.52 2,511 13.47
2025-08-14 13F 多伦多道明银行 78,944 23.56 20,590 38.14
2025-07-28 13F 港湾信托投资管理公司 12,493 27.90 3,258 43.02
2025-08-14 13F 莱加托资本管理有限公司 3,165 9.52 825 22.40
2025-08-12 13F Ci投资公司 2,099 4.85 1
2025-08-14 13F 威廉姆斯琼斯财富管理有限责任公司。 2,280 0.04 595 11.86
2025-08-12 13F 绗缝公司 5,973 3.11 1,558 15.25
2025-08-01 13F 索尔斯坦资本有限责任公司 24 6
2025-07-24 NP EUSA - iShares MSCI 美国等权重 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 9,503 27.45 2,519 36.63
2025-06-26 NP FBCGX - 富达蓝筹成长K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,177 14.23 11,064 9.31
2025-07-21 13F 美洲咨询服务有限责任公司 1,279 19.53 334 33.73
2025-07-30 NP GDE - WisdomTree高效金加股票策略基金 N/A 307 132.58 81 153.13
2025-08-14 13F 贝叶斯资本管理有限合伙人 6,200 1,617
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 3,024 84.17 789 105.74
2025-08-13 13F 跳跃金融有限责任公司 5,721 69.06 1,492 89.10
2025-07-29 NP SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF 5,251 14.30 1,392 22.45
2025-08-11 13F 联合资本财务顾问有限公司 3,057 7.23 797 19.85
2025-08-08 13F Geode资本管理有限公司 3,491,618 0.79 906,961 12.57
2025-08-06 13F 大西洋联合银行股份公司 121 32
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 249 65
2025-08-14 13F 格伦维尤信托公司 1,413 0.21 369 12.20
2025-07-08 13F 化学财富管理有限责任公司 1,343 2.99 350 15.13
2025-08-14 13F 简街集团有限责任公司 Put 2,900 70.59 756 90.91
2025-08-12 13F 东南资产顾问公司 9,686 20.92 2,526 35.22
2025-07-09 13F 帕拉斯资本顾问有限责任公司 3,770 50.44 983 68.32
2025-08-29 NP STXG-Strive 1000 成长 ETF 470 2.84 123 15.09
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 187 49
2025-08-14 13F 简街集团有限责任公司 100,945 6,036.47 26,328 6,774.15
2025-07-28 13F 互助顾问有限责任公司 2,032 4.63 558 16.49
2025-08-20 NP QMNIX - AQR 股票市场中性基金 I 类 25,121 11.41 6,552 24.56
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 36,244 31.20 9,453 46.69
2025-08-26 NP GRZZX-Leuthold Grizzly Short基金 Short -1,716 -448
2025-06-30 NP EGLE - Global X 标准普尔 500 美国收入领先者 ETF 11 3
2025-08-18 NP 优势顾问 Xanthus 基金有限责任公司 204,724 8.31 53,396 21.09
2025-08-14 13F 阿拉米亚管理有限公司 2,709 1.27 707 13.14
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 9,885 2.42 2,620 9.81
2025-08-14 13F CIBC 资产管理公司 91,531 123.46 23,410 145.03
Other Listings
MX:VMC
US:VMC US$298.91
GB:0LRK US$295.95
IT:1VMC €242.00
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista