机构和基金投资人持股 - 买家
在辛塔斯公司中开设新头寸的主要持有者包括 FBALX - 富达平衡基金, LAFFX - Lord Abbett 附属基金公司 A 类, LAMAX - Lord Abbett 校准股息增长基金 A 类, Glenmede投资管理有限公司, 中西部信托公司, CLCEX - 多经理大盘成长策略基金机构类, QBA2Q - 平衡投资组合初始类别, 淡马锡控股（私人）有限公司, GTLLX - 定量美国大盘成长股票投资组合 - 顾问股票, 瑞穗证券美国有限公司, FSAEX - 富达系列全行业股票基金, BLI - 卢森堡投资银行, FBKFX - 富达平衡K6基金, EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级, 催化财富 RIA 有限责任公司, PGEOX - 波士顿乔治普特南基金 A 类股, TMMAX - SIMT 税收管理波动性基金 F 级, 沃顿商业集团有限责任公司, 有远见的财富顾问, 和 Abc 套利 Sa .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,257 | 20.37 | 499 | 23.82 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 998 | 6.06 | 222 | 15.03 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 3,241 | 1.31 | 722 | 9.89 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 1,103 | 7.40 | 246 | 16.59 | ||||
| 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 | 461,631 | 4.61 | 102,884 | 13.44 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 39,947 | 85.08 | 8,919 | 104.21 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 25 | 400.00 | 6 | 400.00 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 28,144 | 0.51 | 6 | 20.00 | ||||
| 2025-04-17 | NP | FLFGX - 全球配置基金零售类 | 176 | 155.07 | 36 | 38.46 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,309 | 3.72 | 292 | 12.36 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 3,060 | 66.30 | 682 | 80.16 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 1,640 | 366 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 2,188 | 1.86 | 463 | 7.67 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 107 | 234.38 | 24 | 283.33 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 89,217 | 35.81 | 20 | 46.15 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 44,169 | 21.64 | 9,844 | 31.89 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 104,616 | 60.09 | 23,316 | 73.60 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 25,667 | 1.05 | 5,720 | 9.58 | ||||
| 2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 1,405 | 24.89 | 313 | 35.50 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 940 | 74.07 | 209 | 90.00 | ||||
| 2025-07-08 | 13F | 五重奏私人银行（欧洲）SA | 530 | 118 | ||||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 12,918 | 200.77 | 2,879 | 226.42 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 340 | 76 | ||||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 117,500 | 1.29 | 26,187 | 9.84 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 21,796 | 0.41 | 4,858 | 8.88 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 40,553 | 22.05 | 9,185 | 33.23 | ||||
| 2025-07-24 | 13F | 百特兄弟公司 | 4,042 | 1.05 | 901 | 9.49 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 97 | 203.12 | 22 | 250.00 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 326,096 | 2.06 | 72,677 | 10.67 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 15,287 | 39.89 | 3,407 | 51.69 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 240,214 | 1.84 | 53,537 | 10.43 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 66,403 | 147.14 | 14,799 | 168.00 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 223,274 | 1.54 | 49,761 | 10.11 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 9,256 | 2,063 | ||||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 2,500 | 38.89 | 557 | 50.95 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 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 | 10,710 | 72.94 | 2,267 | 82.53 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 2,871 | 1 | ||||||
| 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 | 759,978 | 0.72 | 160,872 | 6.30 | ||||
| 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 | 896 | 200 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 16,711 | 3.37 | 3,724 | 12.10 | ||||
| 2025-07-25 | 13F | 阿尔法金融合作伙伴有限责任公司 | 1,602 | 2.89 | 357 | 11.56 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 28 | 6 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 3,000 | 7.14 | 669 | 16.17 | |||
| 2025-07-23 | 13F | 德塔鲁斯顾问有限责任公司 | 2,304 | 6.72 | 513 | 15.80 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 462 | 161.02 | 103 | 183.33 | ||||
| 2025-08-14 | 13F | 斯坦斯伯里资产管理有限公司 | 12,739 | 9.85 | 2,839 | 19.14 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 29,203 | 333.41 | 6,508 | 370.23 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 105,340 | 6.11 | 23,477 | 15.06 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 5,165 | 1,151 | ||||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 4,167 | 1.93 | 929 | 10.48 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 172 | 13.16 | 0 | |||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 1,100 | 245 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 8,116 | 3.35 | 1,809 | 12.02 | ||||
| 2025-08-28 | NP | ADSIX - 纪律成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,329 | 8.32 | 5,645 | 17.46 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 408 | 83.78 | 91 | 100.00 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 2,250 | 40.45 | 501 | 52.28 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 430 | 11.11 | 96 | 20.25 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 1,106 | 85.26 | 0 | |||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 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 | 26,227 | 149.95 | 5,552 | 163.83 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 463 | 103 | ||||||
| 2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 147,954 | 10.81 | 33,512 | 20.96 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 94,145 | 8.65 | 19,929 | 14.67 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,150 | 2.86 | 256 | 11.79 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 6,282 | 1.62 | 1,395 | 8.57 | ||||
| 2025-05-29 | NP | SYMIX - AlphaCentric 对称策略基金 I 类 | 994 | 0.81 | 204 | 13.33 | ||||
| 2025-08-14 | 13F | 都铎金融公司 | 22,534 | 0.02 | 5,022 | 8.47 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 28,383 | 8.56 | 6,326 | 17.72 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 161 | 3,925.00 | 36 | |||||
| 2025-08-08 | 13F | KBC 集团 | 590,491 | 101.38 | 132 | 118.33 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 2,482 | 91.96 | 553 | 108.68 | ||||
| 2025-08-14 | 13F | 嘉实投资服务有限公司 | 6,412 | 80.42 | 1,429 | 95.75 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 29,920 | 2.03 | 6,668 | 10.65 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 405,717 | 5.98 | 91,895 | 15.69 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 2,790 | 622 | ||||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 51,435 | 7.01 | 11,463 | 16.05 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 49,600 | 159.69 | 11 | 266.67 | |||
| 2025-07-17 | 13F | 罗利资本管理公司 | 1,222 | 8.33 | 272 | 17.75 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 17,403 | 36.16 | 3,684 | 43.70 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 21 | 5 | ||||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 152 | 14.29 | 34 | 22.22 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 462 | 2.21 | 103 | 10.87 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 375 | 1.35 | 84 | 9.21 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 18,020 | 7.13 | 4,016 | 16.17 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 1,802 | 0.11 | 402 | 8.67 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 1,920 | 874.62 | 406 | 941.03 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 8,815 | 6.09 | 1,866 | 11.94 | ||||
| 2025-07-22 | 13F | 独特的财富有限责任公司 | 4,226 | 8.00 | 942 | 17.04 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 362 | 2.84 | 81 | 25.00 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 5,100 | 1 | ||||||
| 2025-08-06 | 13F | 本斯勒有限责任公司 | 66,465 | 3.50 | 14,813 | 12.24 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 4,215 | 29.37 | 939 | 40.36 | ||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 200,000 | 44,574 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 12,400 | 2,770.37 | 2,764 | 3,039.77 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 1,621 | 343 | ||||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 976,593 | 7.44 | 217,653 | 16.50 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 68,089 | 4.89 | 13,994 | 18.00 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 1,318 | 10.85 | 294 | 20.08 | ||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 1,632 | 364 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 16,600 | 4.40 | 3,700 | 13.22 | |||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -54 | -12 | |||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,772 | 4.60 | 395 | 13.22 | ||||
| 2025-08-14 | 13F | Xponance公司 | 85,099 | 5.40 | 18,966 | 14.29 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 100,372 | 0.90 | 22,370 | 9.42 | ||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 2,022 | 45.05 | 451 | 57.34 | ||||
| 2025-08-28 | NP | 景顺Qqq信托，系列1 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 | 8,331,287 | 0.24 | 1,856,794 | 8.70 | ||||
| 2025-08-11 | 13F/A | 阳光海岸股权管理 | 15,035 | 4.74 | 3,351 | 13.56 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 6,668 | 4.79 | 1,486 | 13.70 | ||||
| 2025-05-22 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 283 | 20.94 | 58 | 38.10 | ||||
| 2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 5,808 | 1,294 | ||||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 1,398,247 | 4.49 | 311,627 | 13.30 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 | 8,305 | 1,851 | ||||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 4,990 | 1,102 | ||||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 164,272 | 2.80 | 36,611 | 11.47 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 2,042 | 2.56 | 453 | 8.63 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 29,100 | 44.78 | 6,486 | 56.98 | |||
| 2025-07-10 | 13F | 巴德尔银行 | 2,745 | 12.82 | 606 | 23.98 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 2,751 | 623 | ||||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 60,099 | 3.78 | 12,327 | 16.24 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 19,723 | 544.12 | 4,396 | 598.73 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 5,469 | 9.25 | 1,219 | 18.48 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 45,286 | 0.25 | 10,093 | 8.70 | ||||
| 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 | 14,460 | 1.01 | 3,223 | 9.52 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 1,800 | 1.35 | 401 | 10.16 | ||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 20,511 | 75.22 | 4,216 | -40.25 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 227 | 2.25 | 51 | 11.11 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 8,031 | 137.25 | 1,790 | 157.41 | ||||
| 2025-08-27 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,340 | 146.59 | 967 | 167.87 | ||||
| 2025-08-28 | NP | QNXT - iShares 纳斯达克 100 指数前 30 ETF | 1,488 | 0.61 | 332 | 9.24 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 1,609 | 1.90 | 359 | 10.49 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 8,376 | 0.89 | 1,867 | 7.43 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 24,256 | 43.10 | 5,406 | 55.18 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 2,512 | 0.60 | 560 | 8.97 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 联合资本有限责任公司 | 87,971 | 25.15 | 19,606 | 35.71 | ||||
| 2025-08-06 | 13F | 稳健金融策略集团有限责任公司 | 3,719 | 1.89 | 829 | 10.40 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 23,595 | 0.23 | 5,258 | 8.68 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 633 | 0.32 | 141 | 22.61 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 1,134 | 8.62 | 253 | 17.76 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 181,931 | 0.79 | 40,547 | 9.30 | ||||
| 2025-06-26 | NP | ATVPX - Alger 35 基金 P 类 | 818 | 173 | ||||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 782 | 105.25 | 157 | -32.17 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 2,804 | 625 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 3,938 | 35.84 | 878 | 47.39 | ||||
| 2025-06-27 | NP | PWB - Invesco 动态大盘成长 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 | 70,767 | 10.59 | 14,980 | 16.70 | ||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 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 | 17,924 | 30.63 | 3,995 | 41.63 | ||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 8,440 | 2.24 | 1,881 | 10.91 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 4,455 | 7.87 | 993 | 16.98 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 30,152 | 3.45 | 6,720 | 12.17 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 7,595 | 173.79 | 1,693 | 196.84 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 76 | 5.56 | 17 | 14.29 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 2,274 | 1.29 | 507 | 9.76 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 14,900 | 3,321 | ||||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 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 | 97,252 | 33.31 | 20,586 | 40.70 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 34,466 | 9.76 | 7,681 | 19.01 | ||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,287 | 3.30 | 1,424 | 12.84 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 15,506 | 29.70 | 3,456 | 40.62 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 1,454 | 18.89 | 324 | 29.08 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 3,311,031 | 15.07 | 737,929 | 24.78 | ||||
| 2025-07-07 | 13F | 西联银行 | 2,027 | 22.18 | 452 | 32.65 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 1,871 | 1.24 | 375 | -1.32 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 1,028 | 229 | ||||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 13,106 | 2,921 | ||||||
| 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 | 29,737 | 6,295 | ||||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 12,729 | 32.03 | 2,883 | 44.15 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 225,200 | 5.10 | 47,670 | 10.92 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 135,075 | 5,803.63 | 30,104 | 6,305.11 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 30,633 | 6.07 | 6,827 | 15.03 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 60,431 | 2.06 | 12,792 | 7.71 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,144 | 36.73 | 478 | 48.14 | ||||
| 2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 1,257 | 9.40 | 280 | 18.64 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 5,412 | 6.64 | 1,206 | 15.63 | ||||
| 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 | 41,936 | 7.57 | 9,499 | 17.42 | ||||
| 2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 71 | 22.41 | 15 | 36.36 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 7,909 | 38.41 | 1,674 | 46.07 | ||||
| 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 | 567 | 5.00 | 120 | 11.11 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 3,706 | 0.57 | 826 | 8.98 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 1,672,330 | 15.52 | 372,712 | 25.26 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 31,314 | 0.38 | 7 | 0.00 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 413,826 | 14.10 | 92,228 | 23.72 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 33,199 | 8.98 | 7,520 | 18.95 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 1,540,424 | 7.67 | 343 | 16.67 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 35,809 | 7,981 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 212,192 | 20.28 | 47 | 30.56 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 3,865 | 815.88 | 861 | 889.66 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 4,941 | 0.04 | 1,108 | 9.16 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 9 | 125.00 | 2 | |||||
| 2025-07-15 | 13F | 第五第三银行 | 631,275 | 4.30 | 140,692 | 13.10 | ||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 13,591 | 9.90 | 3,029 | 19.21 | ||||
| 2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 59,227 | 244.16 | 12,537 | 263.29 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 2,796 | 1.30 | 623 | 9.88 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 200 | 45 | ||||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 119,756 | 0.01 | 26,690 | 8.45 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 23,569 | 328.37 | 4,727 | 12.47 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 94,997 | 4.06 | 20,109 | 9.82 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 24,553 | 7.41 | 5,197 | 13.37 | ||||
| 2025-07-25 | 13F | Kellett Schaffner 财富顾问有限责任公司 | 3,340 | 6.51 | 744 | 15.53 | ||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 1,725 | 3.17 | 381 | 10.79 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 106,201 | 0.85 | 23,669 | 9.37 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 94,291 | 2.56 | 21,015 | 11.21 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 17,157 | 11.61 | 3,632 | 17.77 | ||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 1,142 | 2.79 | 299 | 9.12 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 9,315 | 3.89 | 2,076 | 12.70 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 8,523 | 2.79 | 1,900 | 11.44 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 2,290 | 70.64 | 510 | 85.45 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-28 | 13F | 库欣资本合伙公司 | 5,254 | 0.23 | 1,171 | 8.64 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 2,843 | 48.85 | 634 | 61.48 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 9,117 | 13.89 | 2,065 | 24.32 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 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 | 43,427 | 39.61 | 9,193 | 47.35 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 37,036 | 7,840 | ||||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 1,398 | 99.43 | 312 | 115.97 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -93 | -21 | |||||
| 2025-08-14 | 13F | 水手有限责任公司 | 154,965 | 13.69 | 34,535 | 23.28 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 3,391 | 446.05 | 756 | 568.14 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 2,148 | 2.78 | 479 | 11.42 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 2,210 | 6.66 | 493 | 15.76 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 193,241 | 0.39 | 43,068 | 8.86 | ||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 77,033 | 5.96 | 17,169 | 14.91 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 1,794 | 12.83 | 400 | 22.39 | ||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,658 | 27.15 | 376 | 38.89 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 9,533 | 12.63 | 2,125 | 22.14 | ||||
| 2025-04-17 | NP | FLDGX - 动态配置基金零售类 | 2,765 | 231.93 | 568 | 75.85 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 282,850 | 3.49 | 53,703 | 3.27 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 71,094 | 1.41 | 16 | 7.14 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 912 | 203 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 44,391 | 12.01 | 9,397 | 18.22 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 30,473 | 196.43 | 6,792 | 221.54 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 957 | 213 | ||||||
| 2025-08-12 | 13F | Intellus 顾问有限公司 | 4,784 | 6.31 | 1,066 | 15.37 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 5,280 | 2.15 | 1,175 | 7.40 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 27 | 0 | ||||||
| 2025-08-22 | NP | FFNHX - 工业投资组合初始类 | 25,500 | 93.18 | 5,683 | 109.55 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 25,087 | 3.06 | 5,591 | 11.78 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 1,003 | 0.91 | 224 | 9.31 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 110 | 24 | ||||||
| 2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 352,827 | 74,686 | ||||||
| 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 | 60,900 | 1.68 | 13,573 | 10.25 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 23,060 | 13.72 | 5,140 | 23.33 | ||||
| 2025-08-06 | 13F | 霍兰证券公司 | 4,140 | 2.42 | 923 | 11.08 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 888 | 0 | ||||||
| 2025-06-26 | NP | FCLAX - 富达顾问工业基金 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 | 66,100 | 86.72 | 13,992 | 97.07 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 3,142 | 1.32 | 700 | 9.89 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 27 | 8.00 | 6 | 25.00 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 6,749 | 13.50 | 1,504 | 23.08 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 369,872 | 11.20 | 82,433 | 20.58 | ||||
| 2025-08-14 | 13F | 前沿资本管理有限公司 | 151,515 | 57.93 | 33,768 | 71.25 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 56 | 12 | ||||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 2,352 | 9.04 | 524 | 18.28 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 29,700 | 50.00 | 6,619 | 62.67 | |||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 2,220 | 495 | ||||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 18,700 | 31.69 | 4,168 | 42.80 | ||||
| 2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 2,290 | 90.83 | 519 | 108.03 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 6,700 | 123.33 | 1,493 | 172.45 | ||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 180,372 | 0.00 | 40,199 | 8.44 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 80 | 7,900.00 | 18 | 13.33 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 274 | 102.96 | 61 | 125.93 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 4,952 | 22.45 | 993 | 19.35 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 9,742,486 | 2.21 | 2,171,308 | 10.83 | ||||
| 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 | 18 | 4 | ||||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 4,322 | 17.57 | 963 | 27.55 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 7 | 16.67 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 85,911 | 135.22 | 19,146 | 155.08 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 3,245 | 24.81 | 667 | 40.21 | ||||
| 2025-04-17 | NP | FLRUX - 保守配置基金零售类 | 463 | 634.92 | 95 | 206.45 | ||||
| 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 | 94,933 | 0.88 | 21,502 | 10.12 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 827 | 187 | ||||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 2,605 | 0.15 | 581 | 8.61 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 215 | 8.04 | 48 | 17.50 | ||||
| 2025-06-25 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 76,675 | 1.50 | 16,231 | 7.12 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 9,286 | 3.36 | 2,069 | 12.08 | ||||
| 2025-06-26 | NP | SPEGX - 阿尔及尔责任投资基金 A 级 | 2,418 | 92.52 | 512 | 103.59 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 3,105 | 1 | ||||||
| 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 | 2,373 | 13.76 | 502 | 20.10 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 12,368 | 7.78 | 2,756 | 16.88 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 394 | 45.93 | 83 | 53.70 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 5,457 | 17.13 | 1,155 | 23.66 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 220,861 | 50.70 | 49,223 | 63.41 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 131,895 | 48.86 | 28,504 | 56.46 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 1,041 | 47.03 | 220 | 54.93 | ||||
| 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 | 635,874 | 0.80 | 144,025 | 10.03 | ||||
| 2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 1,732 | 386 | ||||||
| 2025-06-05 | NP | GTLLX - 定量美国大盘成长股票投资组合 - 顾问股票 | 31,755 | 6,722 | ||||||
| 2025-08-14 | 13F | 采石场LP | 2,064 | 16.54 | 460 | 26.72 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 1,346 | 0.22 | 300 | 9.09 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 2,926 | 6.09 | 652 | 15.19 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 80,419 | 3.45 | 17,923 | 12.17 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 17,511 | 15.36 | 3,966 | 25.94 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 22,176 | 41.31 | 4,942 | 53.24 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 34,957 | 247.93 | 7,791 | 277.42 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 931 | 207 | ||||||
| 2025-08-05 | 13F | 桥水顾问公司 | 955 | 213 | ||||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 375,837 | 0.43 | 83,763 | 8.90 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 59,524 | 4.99 | 13,266 | 13.85 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 12,062 | 0.64 | 2,688 | 9.14 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 1,547 | 0.98 | 345 | 9.55 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 2,459 | 0.16 | 548 | 8.73 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 102,707 | 8.12 | 23 | 15.79 | ||||
| 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 | 102,819 | 0.49 | 21,765 | 6.05 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 2,288 | 0.70 | 510 | 9.23 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 16,186 | 7.94 | 3,426 | 13.93 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 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 | 8,369 | 34.92 | 1,896 | 47.24 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 3 | 1 | ||||||
| 2025-08-08 | 13F | 维斯特科公司 | 27,481 | 3.13 | 6 | 20.00 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 1,575 | 5.35 | 351 | 14.33 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 80,248 | 9.55 | 16,987 | 15.61 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 12,887 | 560.53 | 2,872 | 618.00 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 1,718 | 3.93 | 383 | 12.98 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 12,607 | 38.31 | 2,810 | 49.97 | ||||
| 2025-08-13 | 13F | 维加投资解决方案 | 440 | 76.00 | 98 | 92.16 | ||||
| 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 | 397,832 | 281.32 | 90,109 | 316.24 | ||||
| 2025-08-14 | 13F | 安盛公司 | 291,901 | 38.10 | 65,056 | 49.74 | ||||
| 2025-08-01 | 13F | 佩特拉金融顾问公司 | 2,850 | 635 | ||||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 1,602 | 357 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Frontier 中型成长投资组合 A 类 | 38,487 | 60.10 | 8,578 | 73.62 | ||||
| 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 | 1,880 | 0.64 | 426 | 9.82 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 53,167 | 6.18 | 12,042 | 15.90 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 2,029 | 11.06 | 452 | 20.53 | ||||
| 2025-07-10 | 13F | 管理顾问有限责任公司 | 1,006 | 1.21 | 224 | 9.80 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 6,423 | 10.97 | 1,431 | 20.35 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 14,731 | 247.92 | 3,283 | 277.36 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 147,412 | 0.93 | 32,854 | 9.44 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 3,322 | 1.81 | 740 | 10.45 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 12,233 | 10.14 | 2,726 | 19.46 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 1,760,407 | 4.81 | 392,285 | 13.65 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 2,457 | 4.78 | 548 | 13.72 | ||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 31,803 | 14.54 | 7,088 | 24.20 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 8,287 | 15.10 | 1,877 | 25.64 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 2,891 | 16.67 | 644 | 26.52 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 1,084 | 242 | ||||||
| 2025-07-29 | 13F | TFC财务管理 | 98 | 2.08 | 22 | 10.53 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 34,878 | 16.66 | 7,773 | 26.51 | ||||
| 2025-07-16 | 13F | 伦道夫公司 | 266,498 | 59.80 | 59,394 | 73.29 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 31,517 | 0.15 | 7,024 | 8.61 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 9,966 | 0.05 | 2,221 | 8.50 | ||||
| 2025-04-25 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 2,623 | 13.94 | 544 | 4.82 | ||||
| 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 | 196,965 | 0.46 | 44,613 | 9.65 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 11 | 2 | ||||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 23 | 15.00 | 5 | 0.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 1,100 | 57.14 | 245 | 92.91 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 29,210 | 5.14 | 6,183 | 10.97 | ||||
| 2025-04-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 16,461 | 0.66 | 3,416 | -7.50 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 10,556 | 3.05 | 2,234 | 8.76 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 300,287 | 57.28 | 66,925 | 70.55 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 75,099 | 0.30 | 17,010 | 9.48 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 2,900 | 2.44 | 646 | 11.19 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 143 | 10.85 | 30 | 20.00 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 16,212 | 0.71 | 3,613 | 9.22 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 403,416 | 130.05 | 89,910 | 149.46 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 2,815 | 2.77 | 627 | 11.37 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 26,451 | 7.47 | 5,895 | 16.55 | ||||
| 2025-08-26 | NP | TPLGX - T. Rowe Price 机构大盘核心成长基金 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 | 34,334 | 8.19 | 7,652 | 17.33 | ||||
| 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 | 23,845 | 6.62 | 5,048 | 12.53 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 4,348 | 47.89 | 1 | |||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 1,073 | 239 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 21,735 | 2.27 | 4,844 | 10.92 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 3,443 | 18.81 | 780 | 29.62 | ||||
| 2025-07-29 | 13F | 纬度顾问有限责任公司 | 2,410 | 0.17 | 537 | 8.70 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 11,331 | 6.97 | 2,455 | 12.47 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 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 | 301 | 67 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 14,472 | 11.21 | 3,225 | 20.61 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 307,453 | 7.28 | 65,082 | 13.23 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 20,616 | 807.39 | 4,595 | 885.84 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 273 | 11.89 | 61 | 20.00 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 1,442 | 9.16 | 321 | 18.45 | ||||
| 2025-08-05 | 13F | 联邦退休投资有限责任公司 | 4,982 | 1,110 | ||||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 13,024 | 0.03 | 2,903 | 8.45 | ||||
| 2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 2,797 | 0.18 | 623 | 8.73 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 15 | 87.50 | 3 | 200.00 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 17,935 | 28.80 | 3,991 | 39.45 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 4,356 | 3.42 | 971 | 12.14 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 28,778 | 35.48 | 6,414 | 46.92 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 18,135 | 203.51 | 4,042 | 229.07 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 1,240 | 14.81 | 276 | 24.89 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 5,921 | 8.82 | 1,320 | 17.98 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 1,014,575 | 1.60 | 226,118 | 10.17 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 85 | 6.25 | 19 | 12.50 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 81,301 | 18,120 | ||||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 3,727 | 831 | ||||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 173,420 | 1.29 | 39,280 | 10.56 | ||||
| 2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 1,523 | 345 | ||||||
| 2025-08-11 | 13F | 美国信安证券公司 | 12,905 | 31.20 | 2,876 | 60.13 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 35,147 | 71.01 | 7,833 | 85.44 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 49,669 | 67.86 | 11 | 83.33 | ||||
| 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 | 732,127 | 2.19 | 154,977 | 7.85 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 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 | 880,906 | 15.75 | 186,470 | 22.16 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 75,632 | 0.27 | 16,856 | 8.73 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 27,443 | 13.12 | 6,116 | 22.66 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 3,263 | 41.99 | 727 | 54.03 | ||||
| 2025-06-24 | NP | PGEOX - 波士顿乔治普特南基金 A 类股 | 13,060 | 2,765 | ||||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 143,365 | 2.67 | 31,952 | 11.33 | ||||
| 2025-03-28 | NP | PRN - Invesco DWA 工业动量 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 | 66,640 | 20.04 | 13,366 | 16.98 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 5,329 | 346.31 | 1,188 | 384.49 | ||||
| 2025-07-08 | 13F | Heartwood 财富顾问有限责任公司 | 1,138 | 254 | ||||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 2,054 | 14.81 | 458 | 24.52 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 3,928 | 81.85 | 875 | 97.52 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 83,894 | 6.49 | 18,697 | 15.47 | ||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 1,075 | 240 | ||||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,042 | 16.55 | 455 | 26.39 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,174 | 262 | ||||||
| 2025-07-10 | 13F | 高净值咨询集团有限责任公司 | 900 | 201 | ||||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 4 | 1 | ||||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 1,700 | 6.25 | 379 | 15.24 | |||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 453,788 | 45.93 | 101 | 60.32 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 27,870 | 5.34 | 6,211 | 14.24 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1,115 | 4.01 | 251 | 12.11 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 61 | 52.50 | 14 | 62.50 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 757 | 171 | ||||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 479 | 107 | ||||||
| 2025-08-07 | 13F | 第一来源银行 | 1,520 | 1.06 | 339 | 9.39 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 1,554 | 48.85 | 346 | 61.68 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 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 | 366,200 | 82,944 | ||||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 28,934 | 16.62 | 6,448 | 26.46 | ||||
| 2025-08-19 | 13F | 西姆有限责任公司 | 52,045 | 531.00 | 11,599 | 584.31 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 223 | 6.70 | 51 | 16.28 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 10,164 | 0.99 | 2,201 | 6.43 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 49,700 | 11,077 | ||||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 3,752 | 9.96 | 836 | 19.26 | ||||
| 2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 7,259 | 11.57 | 1,618 | 20.94 | ||||
| 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 | 120,164 | 19.25 | 26,781 | 29.31 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 410 | 91 | ||||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 3,557 | 39.05 | 793 | 50.86 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 40,580 | 87.40 | 9,044 | 103.24 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 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 | 4,095 | 29.26 | 913 | 40.09 | ||||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 49,787 | 309.57 | 11,096 | 344.20 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 528 | 8.44 | ||||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 2,896 | 646 | ||||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 1,121 | 24.69 | 237 | 31.67 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 708 | 235.55 | 150 | 254.76 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 4,546 | 70.39 | 1,013 | 84.85 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 5,238 | 8.20 | 1,186 | 18.13 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 67 | 4.69 | 15 | 7.69 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 996 | 222 | ||||||
| 2025-08-13 | 13F | 第1832章 | 115,526 | 116.34 | 25,747 | 134.60 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 12,420 | 0.25 | 2,768 | 8.72 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 6,101 | 484.39 | 1 | |||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 2,152 | 94.93 | 480 | 111.95 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 140,728 | 21.89 | 31,364 | 32.18 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 183,239 | 0.76 | 41,504 | 9.99 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡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 | 14,504 | 3,285 | ||||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 2,048 | 456 | ||||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 127,264 | 275.08 | 28,363 | 306.75 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 1,214,098 | 90.08 | 270,586 | 106.12 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 2,840 | 4.37 | 633 | 13.06 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 30,394 | 6,774 | ||||||
| 2025-06-26 | 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 | 1,782 | 3,950.00 | 377 | 4,612.50 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 68,192 | 15,198 | ||||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 982 | 4.69 | 219 | 13.54 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 4,491 | 30.40 | 951 | 37.68 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 215,702 | 2.77 | 48,857 | 12.18 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 9,147 | 13.14 | 2,039 | 22.70 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 1,476 | 18.94 | 329 | 29.02 | ||||
| 2025-08-14 | 13F | 德肖公司 | 359,947 | 54.15 | 80,221 | 67.16 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 20,070 | 4,473 | ||||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 55,137 | 12,288 | ||||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 1,259 | 0.48 | 281 | 8.95 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 34,769 | 402.15 | 7,749 | 444.48 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,410 | 12.04 | 546 | 22.20 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 6,732 | 29.69 | 1,500 | 40.71 | ||||
| 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 | 49,135 | 16.51 | 11,129 | 27.19 | ||||
| 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 | 156,732 | 1.38 | 33,177 | 7.00 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 8,200 | 90.70 | 1,828 | 106.91 | |||
| 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 | 174,399 | 0.96 | 38,868 | 9.47 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 11,572 | 0.87 | 2,450 | 6.48 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 1,600 | 700.00 | 357 | 768.29 | |||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 1,172 | 261 | ||||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 92,924 | 50.23 | 20,710 | 62.90 | ||||
| 2025-07-30 | 13F | Wbh 咨询公司 | 4,710 | 0.15 | 1,050 | 8.59 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 141,665 | 11.78 | 31,573 | 21.21 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 446,483 | 18.19 | 99,013 | 27.81 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 9,192,013 | 3.55 | 2,049,017 | 12.32 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 205,167 | 6.01 | 45,726 | 14.95 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 2,632 | 0.61 | 587 | 9.12 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 4,785 | 351.84 | 1,066 | 391.24 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | Short | -673 | -150 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | 1,577,716 | 9.77 | 351,626 | 19.03 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 35,042 | 2.04 | 7,810 | 10.64 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 113 | 2.73 | 25 | 13.64 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 12,800 | 137.04 | 2,853 | 137.07 | ||||
| 2025-07-29 | NP | QQQM - 景顺纳斯达克 100 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 | 1,210,242 | 9.93 | 274,120 | 20.00 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 2,926 | 54.32 | 652 | 67.61 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 777,503 | 3.95 | 173,282 | 12.71 | ||||
| 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 | 8,034 | 1.59 | 1,701 | 7.19 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 16,191 | 22.69 | 3,608 | 33.04 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 7,129 | 8.15 | 1,589 | 17.28 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 12,681 | 46.40 | 2,826 | 58.76 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 271,215 | 2.32 | 60,446 | 10.96 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 2,604 | 580 | ||||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 241 | 6.64 | 55 | 17.39 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 19,985 | 0.35 | 4,454 | 8.82 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 4,003 | 86.97 | 1 | |||||
| 2025-04-17 | NP | FLDFX - 平衡基金零售类 | 2,813 | 578 | ||||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 17,989 | 41.30 | 3,971 | 53.50 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 7,237 | 0.72 | 1,613 | 9.21 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 76 | 171.43 | 17 | 220.00 | ||||
| 2025-07-17 | 13F | 格里森集团公司 | 9,973 | 0.17 | 2,223 | 8.60 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 1,267 | 0.88 | 282 | 9.30 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,443 | 4.72 | 305 | 10.51 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 530 | 286.86 | 118 | 321.43 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 201,023 | 6.29 | 44,802 | 15.26 | ||||
| 2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 975 | 71.96 | 221 | 88.03 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 1,880 | 0.64 | 419 | 9.14 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 12,071 | 42.82 | 2,690 | 54.86 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 214,595 | 5.52 | 47,827 | 14.42 | ||||
| 2025-06-26 | NP | FIFNX - 富达创始人基金 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 | 5,052 | 46.35 | 1,069 | 54.48 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 7,045 | 8.23 | 1,491 | 14.25 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 2,508 | 1.99 | 559 | 10.69 | ||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 1,987 | 7.12 | 439 | 12.89 | ||||
| 2025-07-15 | 13F | 定义金融有限责任公司 | 1,774 | 0.23 | 395 | 8.52 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 7,828 | 3.37 | 1,745 | 12.08 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 46,716 | 4.84 | 10,412 | 13.68 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 1,177 | 262 | ||||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 1,335 | 18.04 | 298 | 28.02 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 3,504 | 2.94 | 781 | 11.59 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 43,657 | 1.15 | 9,888 | 10.42 | ||||
| 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 | 5,991 | 2.62 | 1,268 | 8.38 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 1,074 | 239 | ||||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 58,807 | 4.51 | 13 | 18.18 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 12,911 | 2,877 | ||||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,506 | 12.56 | 319 | 18.66 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 1,839 | 3.90 | 410 | 12.67 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 2,401 | 56.32 | 535 | 69.84 | ||||
| 2025-05-27 | NP | IWX - iShares Russell 价值 200 强 ETF | 3,372 | 32.97 | 693 | 49.68 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Put | 352 | 7,845 | |||||
| 2025-08-06 | 13F | 科技银行/pa | 15 | 114.29 | 3 | 200.00 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 15,220 | 4.89 | 3,414 | 12.75 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 1,350 | 0.97 | 301 | 9.49 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 43 | 10 | ||||||
| 2025-07-18 | 13F | JVL联营公司 | 4,057 | 0.02 | 904 | 8.52 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 151,041 | 11.35 | 33,663 | 20.75 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 8,253 | 0.27 | 1,839 | 8.75 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 2,768 | 8.46 | 617 | 17.75 | ||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 5,415 | 5.82 | 1,207 | 14.75 | ||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 171,035 | 0.38 | 38,119 | 8.85 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 12,428 | 15.85 | 2,815 | 26.42 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 8,096 | 3.03 | 1,804 | 11.70 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 23,721 | 5,287 | ||||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 620 | 138 | ||||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 376,929 | 2.67 | 84,006 | 11.34 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 21,240 | 31.88 | 4,734 | 42.99 | ||||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 16,700 | 3,686 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 43,965 | 3.00 | 9,799 | 11.70 | ||||
| 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 | 38,575 | 5.56 | 8,166 | 11.41 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 7,568 | 9.57 | 1,687 | 18.82 | ||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 24,814 | 44.37 | 5,530 | 56.57 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 2,337 | 1.26 | 521 | 9.70 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 1,908 | 46.77 | 404 | 55.00 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 888 | 2.30 | 198 | 10.67 | ||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 5,045 | 121.86 | 1,012 | -41.80 | ||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 25,217 | 1.83 | 5,620 | 10.43 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 276 | 15.00 | 0 | |||||
| 2025-03-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 6,430 | 1,290 | ||||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 6,686 | 103.72 | 1,490 | 121.07 | ||||
| 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 | 473,073 | 11.59 | 105,434 | 21.00 | ||||
| 2025-07-09 | NP | 普特南 ETF 信托 - 普特南可持续未来 ETF - | 9,353 | 17.25 | 2,118 | 27.98 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 972 | 217 | ||||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 1,386 | 309 | ||||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 2,967 | 24.19 | 661 | 34.62 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 78,300 | 2.36 | 17,451 | 10.99 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 988 | 0 | ||||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 28,800 | 6 | |||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 15,990 | 33.98 | 3,385 | 41.41 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 967,793 | 2.72 | 216 | 11.40 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -81 | -2.41 | -18 | 5.88 | |||
| 2025-07-25 | 13F | CWM有限公司 | 35,210 | 34.78 | 8 | 40.00 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 28 | 100.00 | 6 | 200.00 | ||||
| 2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF 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 | 16,238 | 26.14 | 3,619 | 36.79 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 6,217 | 2.44 | 1,386 | 11.07 | ||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 5,479 | 36.67 | 1,221 | 48.36 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 2,854 | 636 | ||||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 普通股投资组合初始类别 | 2,550 | 568 | ||||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 200,000 | 92.26 | 44,574 | 108.48 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 2,511 | 36.91 | 560 | 48.67 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 2,348 | 16.87 | 523 | 26.94 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 918 | 205 | ||||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 22,466 | 5.93 | 5,089 | 15.64 | ||||
| 2025-08-26 | NP | QQXT - First Trust Nasdaq-100 除科技行业指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 88,858 | 783.54 | 19,804 | 858.06 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 553 | 136.32 | 117 | 10.38 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 217,500 | 3.62 | 48,474 | 12.36 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 1,077 | 4.77 | 240 | 13.74 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 144 | 800.00 | 32 | 966.67 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 72,837 | 114.97 | 14,970 | 141.84 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 502,552 | 59.56 | 112,004 | 73.02 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 1,107 | 0.64 | 247 | 8.85 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 277,960 | 8.32 | 61,949 | 17.98 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 29,490 | 1.66 | 6,679 | 10.97 | ||||
| 2025-08-05 | 13F | 雅各布森与施密特顾问有限公司 | 2,592 | 578 | ||||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 3,421 | 152.66 | 762 | 174.10 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,572 | 8.11 | 544 | 14.05 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 22,620 | 10.45 | 4,788 | 16.58 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 1,546 | 0.39 | 345 | 8.86 | ||||
| 2025-07-23 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 4,655 | 1,054 | ||||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 6,221 | 39.73 | 1,386 | 51.48 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 5,817 | 42.57 | 1,296 | 54.65 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 14,736 | 0.81 | 3,284 | 9.32 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 978 | 218 | ||||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 1,303 | 3.09 | 290 | 11.97 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,100,100 | 7.40 | 245,179 | 16.46 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 75,264 | 0.38 | 16,774 | 8.85 | ||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 924 | 206 | ||||||
| 2025-08-13 | 13F | Alphinity投资管理有限公司 | 18,195 | 3.01 | 4,055 | 11.71 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 8 | 2 | ||||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,054 | 3.84 | 235 | 12.50 | ||||
| 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 | 39,100 | 6.83 | 8,856 | 16.62 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 25,038 | 0.29 | 5,580 | 8.75 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 1,100 | 245 | ||||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 180,653 | 4.49 | 38,241 | 10.28 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 26,485 | 14.88 | 5,903 | 24.57 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 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 | 4,162,612 | 0.30 | 927,721 | 8.76 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 11,973 | 6.92 | 2,668 | 15.95 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | 1,961 | 437 | ||||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 1,324 | 295 | ||||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 1,179 | 11.86 | 263 | 21.30 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 1,317 | 294 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 7,618 | 8.23 | 1,698 | 17.36 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 30 | 150.00 | 7 | 200.00 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 76,056 | 1.13 | 16,951 | 9.67 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 2,125 | 474 | ||||||
| 2025-08-07 | 13F | 英杰华公司 | 269,825 | 6.61 | 60,136 | 15.61 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 41,309 | 91.93 | 9,207 | 108.14 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 24,921 | 8.31 | 5,645 | 18.22 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 9,484 | 9.57 | 2,148 | 19.60 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 38 | 80.95 | 8 | 100.00 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,069 | 4.44 | 469 | 13.87 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 20,225 | 9.28 | 4,508 | 18.51 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 85,145 | 18.51 | 18,976 | 28.50 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 37,579 | 3.43 | 8,375 | 12.16 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 1,644 | 24.92 | 366 | 35.56 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 26,884 | 1.51 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 80,234 | 22,187.22 | 0 | -100.00 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 115 | 538.89 | 24 | 140.00 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 3,176 | 100.00 | 708 | 116.87 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 3,350 | 747 | ||||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 5,900 | 5.24 | 1,315 | 14.06 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 33,526 | 16.66 | 7 | 40.00 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 | 172,200 | 66.36 | 38,378 | 102.94 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 32,050 | 2.92 | 7,143 | 11.59 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,999,702 | 1.08 | 445,673 | 9.61 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 12,020 | 9.16 | 2,679 | 18.34 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 8,358 | 3.83 | 1,875 | 11.75 | ||||
| 2025-08-14 | 13F | 加洛合伙公司 | 26,958 | 6,008 | ||||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 2,109 | 2.33 | 470 | 11.11 | ||||
| 2025-08-13 | 13F | 专题资产管理 | 63,458 | 1.69 | 14,143 | 10.27 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 282 | 7.63 | 63 | 16.98 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 864,601 | 1.24 | 192,694 | 9.78 | ||||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | 36,405 | 8,114 | ||||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 21 | 5 | ||||||
| 2025-08-19 | 13F | 国家资产管理公司 | 2,008 | 13.96 | 448 | 39.25 | ||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 3,320 | 27.79 | 740 | 38.65 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 6,606 | 20.81 | 1,472 | 31.08 | ||||
| 2025-06-25 | 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 | 3,132 | 186.81 | 663 | 202.28 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,449 | 14.64 | 323 | 24.32 | ||||
| 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 | 45,347 | 7.00 | 10,271 | 16.80 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 280 | 2.94 | 62 | 12.73 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 2,422 | 51.19 | 540 | 63.83 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 569 | 4.21 | 127 | 12.50 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 33 | 312.50 | 7 | 600.00 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 2,476 | 6.54 | 552 | 15.51 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 400 | 89 | |||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 314,400 | 14.09 | 70,070 | 23.72 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 800 | 178 | |||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 4,417 | 46.02 | 935 | 54.13 | ||||
| 2025-08-05 | 13F | 查普曼投资管理有限责任公司 | 25,077 | 0.68 | 5,589 | 9.16 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 37,128 | 28.12 | 8,275 | 38.92 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 8,367 | 6.90 | 1,865 | 15.92 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 29,706 | 4.39 | 6,621 | 13.20 | ||||
| 2025-08-14 | 13F | 沃顿商业集团有限责任公司 | 10,888 | 2 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 1,310 | 9.53 | 292 | 18.78 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 501,227 | 29.93 | 111,708 | 40.89 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 24 | 33.33 | 5 | 33.33 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 23,109 | 8.10 | 5,150 | 17.23 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 6,618 | 72.39 | 1,475 | 86.82 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 5,422 | 4.41 | 1,208 | 13.21 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续未来基金 IA 类股票 | 758 | 2.29 | 169 | 10.53 | ||||
| 2025-08-08 | 13F | 创意策划 | 113,851 | 8.71 | 25,374 | 17.88 | ||||
| 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 | 65,038 | 1.98 | 14,495 | 10.59 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 958 | 214 | ||||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 373,599 | 13.76 | 84,620 | 24.17 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 9,009 | 4.94 | 1,907 | 10.81 | ||||
| 2025-08-14 | 13F | 联信银行 | 98,113 | 6.65 | 21,866 | 15.66 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 46,170 | 3.68 | 10,290 | 12.43 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 8,433 | 4.24 | 1,879 | 13.06 | ||||
| 2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 24,373 | 4.07 | 5,159 | 9.84 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 1,322 | 3.77 | 295 | 12.64 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 93 | 40.91 | 21 | 53.85 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 762,937 | 3.28 | 170,035 | 11.99 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 28,480 | 1.40 | 6,347 | 9.96 | ||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 25,398 | 48.75 | 5,660 | 61.30 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 2,269 | 506 | ||||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 4,147 | 939 | ||||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 8,788 | 1,959 | ||||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 13,729 | 3,060 | ||||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 16,866 | 13.29 | 3,820 | 23.66 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 7,606 | 25.26 | 1,695 | 35.93 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 1,467 | 332 | ||||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 7,802 | 7.05 | 1,652 | -18.79 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 26,486 | 7.91 | 5,903 | 17.01 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 13,493 | 0.36 | 3,007 | 8.83 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 404,344 | 58.11 | 90,116 | 71.45 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 10,619 | 67.68 | 2,367 | 81.86 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -6,891 | 183.93 | -1,561 | 210.14 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 13,950 | 3,109 | ||||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 345 | 7.14 | 73 | 14.06 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 4,725 | 8.12 | 1,053 | 17.26 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 228,447 | 1.95 | 50,914 | 10.56 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 14 | 75.00 | 3 | 200.00 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 1,010 | 225 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 4,252 | 9.22 | 948 | 18.38 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 23,514 | 5.83 | 5,326 | 15.51 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 61,813 | 22.57 | 14,001 | 33.79 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 14,813 | 4.19 | 3,301 | 12.97 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 54,228 | 0.49 | 12,086 | 8.97 | ||||
| 2025-08-14 | 13F | 目的地财富管理 | 14,192 | 0.51 | 3,163 | 8.99 | ||||
| 2025-06-24 | NP | PNRAX - 普特南研究基金 A 类股票 | 5,506 | 1,166 | ||||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 3,668 | 1.33 | 817 | 9.81 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,027 | 11.27 | 229 | 20.63 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 1,150 | 256 | ||||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 1,214 | 1.25 | 271 | 9.76 | ||||
| 2025-04-25 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 177,206 | 31.77 | 36,770 | 21.09 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 21,586 | 2.52 | 4,889 | 11.90 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 2,988 | 666 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 67,820 | 16.22 | 15,117 | 26.05 | ||||
| 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 | 21 | 23.53 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | 目的地财富管理 | Put | 3,500 | 75.00 | 7 | -30.00 | |||
| 2025-08-08 | 13F | 万洲基石投资公司 | 1,727 | 0.06 | 385 | 8.47 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 226,176 | 2.19 | 50,408 | 10.81 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 2,292 | 7.10 | 511 | 16.17 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 990,154 | 0.39 | 220,676 | 8.86 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 30,437 | 8.68 | 6,783 | 17.84 | ||||
| 2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 5,708 | 6.39 | 1,272 | 15.43 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 3,787,792 | 2.55 | 844,185 | 11.20 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 3,568,470 | 4.28 | 795,305 | 13.08 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 27,936 | 0.27 | 6,226 | 8.73 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 2,184 | 4.80 | 487 | 13.55 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 1,300,277 | 6.38 | 289,793 | 15.36 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 179,170 | 7.00 | 39,932 | 17.15 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 1,190 | 0.17 | 265 | 8.61 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 263 | 0.77 | 54 | 14.89 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 961 | 214 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 97,248 | 25.08 | 22 | 40.00 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 97 | 22 | ||||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 52,116 | 3.49 | 11,615 | 12.23 | ||||
| 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 | 84,726 | 1.55 | 17,935 | 7.18 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 138,007 | 3.31 | 30,698 | 12.07 | ||||
| 2025-07-24 | NP | LAMAX - Lord Abbett 校准股息增长基金 A 类 | 96,131 | 21,774 | ||||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 32,031 | 7,139 | ||||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 24,209 | 7.71 | 5,395 | 16.80 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 7,394 | 1,648 | ||||||
| 2025-07-15 | 13F | 林奇建筑事务所/ | 3,497 | 779 | ||||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 1,443 | 322 | ||||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 10 | 2 | ||||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 149 | 18.25 | 33 | 32.00 | ||||
| 2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 984 | 219 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,541 | 5.19 | 343 | 13.95 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 1,026 | 222 | ||||||
| 2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 35,389 | 103.42 | 7,887 | 120.62 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 367 | 34.43 | 83 | 48.21 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 3,587 | 10.85 | 799 | 20.15 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 2,105 | 19.67 | 469 | 29.92 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型成长投资组合 I 类 | 6,168 | 1,375 | ||||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 102,290 | 8.08 | 22,797 | 17.20 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 57,923 | 53.51 | 12,909 | 66.46 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 933 | 208 | ||||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 1,517 | 0.86 | 312 | 13.50 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 6,365 | 266.86 | 1,419 | 298.31 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 264 | 10.92 | 56 | 17.02 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 5,530 | 10.14 | 1,171 | 16.19 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 3,401 | 7.32 | 758 | 16.28 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 246 | 211.39 | 55 | 237.50 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 29,078 | 17.87 | 6,586 | 28.66 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 168 | 57.01 | 37 | 76.19 | ||||
| 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 | 21,844 | 24.63 | 4,624 | 31.52 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 84,176 | 7.31 | 18,760 | 16.36 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 600 | 134 | |||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 19,391 | 33.20 | 4 | 100.00 | ||||
| 2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 3,775 | 7.00 | 799 | 13.01 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 77 | 16 | ||||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 500 | 28.53 | 95 | 27.03 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 234,752 | 74.68 | 52,319 | 89.42 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 32 | 7 | ||||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 1,883 | 420 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 1,123 | 10.75 | 250 | 20.19 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 30,278 | 14.06 | 6,748 | 23.70 | ||||
| 2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 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 | 61 | 38.64 | 13 | 50.00 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 14,787 | 2,015.45 | 3,349 | 2,033.12 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 44 | 10 | ||||||
| 2025-08-29 | NP | FTHMX - FullerThaler 行为中型股票基金机构股票 | 8,630 | 5.50 | 1,923 | 14.40 | ||||
| 2025-07-08 | 13F | 红云杉资本有限责任公司 | 1,460 | 325 | ||||||
| 2025-08-29 | NP | TMDIX - AMG TimesSquare 中型成长基金 Z 级 | 129,836 | 1.58 | 28,937 | 10.15 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 1,900 | 137.50 | 423 | 189.73 | ||||
| 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 | 7,624 | 5.84 | 1,699 | 14.80 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 3,650 | 5.22 | 813 | 14.19 | ||||
| 2025-07-23 | 13F | 兰辛街顾问公司 | 3,219 | 50.49 | 718 | 63.33 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 53,107 | 69.81 | 10,915 | 91.02 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 922 | 205 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 7,927 | 12.74 | 1,767 | 20.88 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 3,063 | 683 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 45,581 | 72.17 | 10,324 | 87.95 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 15 | 87.50 | 3 | 200.00 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 22,128 | 0.30 | 4,684 | 5.88 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 20,608 | 5.38 | 4,668 | 15.04 | ||||
| 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 | 128,200 | 12.46 | 28,572 | 21.94 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 1,328 | 2.87 | 296 | 11.70 | ||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 1,493 | 333 | ||||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 6,182 | 7.61 | 1,378 | 16.69 | ||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 1,170 | 6.95 | 261 | 16.07 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 2,920 | 28.92 | 618 | 36.12 | ||||
| 2025-08-14 | 13F | 道富银行 | 15,118,190 | 0.55 | 3,369,391 | 9.03 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 3,822 | 1.46 | 852 | 9.95 | ||||
| 2025-08-06 | 13F | 融合金融有限公司 | 1,438 | 320 | ||||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 1,816 | 62.72 | 405 | 76.42 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 4,663 | 39.53 | 1,039 | 51.46 | ||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 校准股息增长投资组合 VC 级 | 4,135 | 922 | ||||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 2,042 | 3.81 | 0 | |||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 3,700 | 54.36 | 838 | 68.61 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 9,248 | 37.21 | 2 | 100.00 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 6,035 | 89.72 | 1,345 | 105.82 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 136,200 | 0.74 | 30 | 11.11 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 5,688 | 1,268 | ||||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,034 | 21.65 | 219 | 28.24 | ||||
| 2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 5,261 | 36.08 | 1,192 | 48.50 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 20,291 | 2.28 | 4,522 | 10.91 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -11,123 | 178.07 | -2,519 | 203.49 | |||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 2,524 | 31.53 | 563 | 42.64 | ||||
| 2025-03-20 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 5,105 | 17.87 | 1,024 | 14.81 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 399,828 | 2.49 | 89,110 | 11.14 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 24,691 | 321.42 | 5,227 | 35.49 | ||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 1,306 | 3.98 | 291 | 12.79 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 9,264 | 10.39 | 2,065 | 19.72 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 22,713 | 44.57 | 5,062 | 56.77 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 7,000 | 1,560 | ||||||
| 2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 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 | 244,316 | 8.11 | 51,717 | 14.10 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 475 | 375.00 | 106 | 114.29 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 12,316 | 7.82 | 2,790 | 17.68 | ||||
| 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 | 344,754 | 2.93 | 78,087 | 12.36 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 17,626 | 46.33 | 3,928 | 55.50 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 95 | 10.47 | 21 | 23.53 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 1,733 | 27.33 | 386 | 38.35 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 10,071 | 84.65 | 2,245 | 100.36 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 28,291 | 0.59 | 6,305 | 9.08 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 45,440 | 5.61 | 10,127 | 14.52 | ||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 899 | 200 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 17,345 | 6.76 | 3,866 | 15.75 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 1,697,633 | 3.78 | 378,351 | 12.53 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 99 | 43.48 | 0 | |||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 42,900 | 77.27 | 9,561 | 116.26 | ||||
| 2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 1,188 | 265 | ||||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 173,639 | 26.13 | 38,699 | 36.78 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 42,558 | 0.39 | 9,639 | 9.58 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 1,867 | 6.38 | 423 | 15.93 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 8,911 | 15.16 | 2,018 | 25.73 | ||||
| 2025-07-07 | 13F | 惠理投资公司 | 13,269 | 2.46 | 2,952 | 10.85 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,466 | 1.31 | 327 | 9.76 | ||||
| 2025-07-29 | 13F | 多拉山第一国民银行信托投资服务 | 13,380 | 2.73 | 2,982 | 11.36 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 28,931 | 3.65 | 6,553 | 13.14 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 2,185 | 7.21 | 0 | |||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 333 | 258.06 | 67 | 8.20 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 17,653 | 5.05 | 3,934 | 13.93 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 14 | 3 | ||||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 10,420 | 57.78 | 2,322 | 71.11 | ||||
| 2025-08-13 | 13F | 挪威银行 | 4,152,782 | 925,531 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 68,600 | 10.65 | 15,289 | 19.98 | |||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 1,551 | 346 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 5,403 | 17.69 | 1,224 | 28.47 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 1,236 | 9.28 | 275 | 18.53 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 1,027 | 99.03 | 229 | 115.09 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 8,785 | 1,958 | ||||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 179,792 | 4.37 | 40,070 | 13.17 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 2,650 | 591 | ||||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 5,001 | 33.08 | 1,115 | 44.30 | ||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 5,100 | 1,137 | ||||||
| 2025-08-04 | 13F | 俄亥俄州 | 127,568 | 5.41 | 28,431 | 14.31 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 2,026 | 1.45 | 452 | 10.00 | ||||
| 2025-04-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 471 | 132.02 | 98 | 115.56 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 567,448 | 17.25 | 126,466 | 27.14 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林股息上涨 VIP 基金 1 级 | 115,675 | 4.29 | 25,780 | 13.09 | ||||
| 2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 28,484 | 676.77 | 6,029 | 720.27 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 356 | 39.61 | 79 | 51.92 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 3,342 | 25.92 | 707 | 32.89 | ||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 7,806 | 6.54 | 1,740 | 15.55 | ||||
| 2025-08-14 | 13F | EHP基金公司 | 2,700 | 602 | ||||||
| 2025-08-26 | 13F | Claris Financial LLC | 1,054 | 235 | ||||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 6,757 | 7.63 | 1,506 | 16.67 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 4,701 | 21.57 | 1,048 | 31.86 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 4 | 1 | ||||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 1,061 | 236 | ||||||
| 2025-05-28 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 46,649 | 60.88 | 9,480 | 61.58 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 4,911,366 | 11.22 | 1,094,596 | 20.60 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 3,542 | 1.32 | 802 | 10.62 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 10,600 | 0.79 | 2,244 | 6.35 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 9,899,519 | 15.68 | 2,206,306 | 25.44 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 25,375 | 26.43 | 5,747 | 38.02 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 40,800 | 1.55 | 9,093 | 10.12 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 10,544 | 2,017.27 | 2,232 | 792.40 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 11,438 | 8.80 | 2,549 | 18.01 | ||||
| 2025-06-26 | NP | NWCAX - Nuveen Winslow 大盘成长基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 61,310 | 8.51 | 12,978 | 14.53 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 3,478 | 137.57 | 775 | 158.33 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 39,931 | 84.70 | 8,899 | 100.29 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 256,662 | 0.78 | 57,202 | 9.28 | ||||
| 2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 2,429 | 18.37 | 541 | 28.50 | ||||
| 2025-08-29 | NP | FTZIX - Fuller & Thaler 行为无约束股票基金机构股票 | 46,712 | 1.79 | 10,411 | 10.37 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 25,437 | 545.61 | 5,669 | 600.74 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 10,462 | 64.32 | 2,339 | 76.45 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 1,288 | 9.71 | 287 | 19.09 | ||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 2,942 | 46.37 | 656 | 58.60 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 43,865 | 84.04 | 9,776 | 99.59 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 45 | 10 | ||||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 668,877 | 48.81 | 149,073 | 61.36 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 16,963 | 4.65 | 3,780 | 13.48 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 1,586 | 35.56 | 0 | |||||
| 2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 609 | 156.96 | 136 | 181.25 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 70,775 | 5.15 | 15,774 | 14.02 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 30 | 6 | ||||||
| 2025-08-06 | 13F | 吉纳斯资本管理公司 | 30,042 | 34.51 | 6,695 | 45.86 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 26,127 | 4.57 | 5,823 | 13.40 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 10,135 | 2,083 | ||||||
| 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 | 186,648 | 7.12 | 41,598 | 16.15 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 1,930 | 9.91 | 430 | 19.44 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 700 | 144 | |||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 2,287 | 2.83 | 510 | 11.38 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 1,900 | 391 | |||||
| 2025-08-15 | NP | MTCGX - M 大盘成长基金 | 1,167 | 260 | ||||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 11,645 | 0.17 | 2,638 | 9.33 | ||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 21,783 | 5.09 | 4,855 | 13.94 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,441 | 42.25 | 321 | 54.33 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 288,468 | 1.29 | 64,205 | 9.83 | ||||
| 2025-07-24 | NP | FCYIX - 工业产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,900 | 73.53 | 14,700 | 89.42 | ||||
| 2025-07-30 | NP | VUSE - Vident 核心美国股票基金 | 20,881 | 20.03 | 4,730 | 31.03 | ||||
| 2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 2,628 | 294.59 | 586 | 106.71 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 117 | 46.25 | 26 | 62.50 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 2,942 | 18.92 | 656 | 28.94 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 34,958 | 2.07 | 7,791 | 10.70 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 纳斯达克 100 指数投资组合副总裁 | 13,228 | 0.27 | 2,948 | 8.74 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 3,348 | 49.46 | 746 | 62.17 | ||||
| 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 | 112,624 | 10.28 | 25,101 | 19.59 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 6,159 | 8.62 | 1,373 | 17.77 | ||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 1,580 | 0.51 | 352 | 8.98 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 1,295 | 10.49 | 289 | 20.00 | ||||
| 2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 488 | 8.44 | 103 | 14.44 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 769,320 | 7.06 | 171,458 | 16.09 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 805 | 0.75 | 179 | 9.15 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 131,600 | 41.81 | 29,330 | 53.77 | |||
| 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 | 13 | 18.18 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 27,530 | 9.94 | 6,136 | 19.22 | ||||
| 2025-08-25 | NP | MBCGX - MassMutual 选择蓝筹成长基金 A 类 | 14,282 | 8.34 | 3,183 | 17.50 | ||||
| 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 | 4,327,314 | 0.79 | 980,137 | 10.02 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,461,069 | 7.72 | 325,628 | 16.81 | ||||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 102 | 5.15 | 23 | 15.00 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 4,320 | 0.70 | 963 | 9.19 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 2,334 | 0.09 | 520 | 8.56 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 201,424 | 1.69 | 44,892 | 10.27 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 58,756 | 1.38 | 13,095 | 9.93 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 14,548 | 1.89 | 3,080 | 7.54 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 4,043 | 19.05 | 901 | 29.08 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 158,470 | 8.05 | 35 | 16.67 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 2,576 | 574 | ||||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 138 | 20.00 | 0 | |||||
| 2025-08-11 | 13F | 先锋集团公司 | 38,384,133 | 1.39 | 8,554,672 | 9.94 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 6,700 | 3.43 | 1,493 | 12.17 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 2,012 | 2.76 | 448 | 11.44 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 484 | 26.04 | 108 | 37.18 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 29,604 | 0.34 | 6,598 | 8.81 | ||||
| 2025-08-26 | NP | QAAAJX - T. Rowe 价格蓝筹成长投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,624 | 8.33 | 6,379 | 17.48 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 23,542 | 2.56 | 4,983 | 8.23 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 2,271 | 6.12 | 506 | 15.26 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,336 | 49.56 | 14,889 | 57.85 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 33 | 94.12 | 7 | 133.33 | ||||
| 2025-07-24 | 13F | CWM 顾问有限责任公司 | 40,234 | 9.67 | 8,967 | 18.91 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 2,292 | 61.75 | 511 | 75.26 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 34 | 78.95 | 8 | 133.33 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 21,074 | 107.97 | 4,697 | 125.55 | ||||
| 2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 6,224 | 9.83 | 1,317 | 15.93 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 4,228 | 12.33 | 942 | 21.86 | ||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 2,444 | 0.16 | 545 | 8.58 | ||||
| 2025-09-03 | 13F | 美国信托 | 30,748 | 2.92 | 6,853 | 11.60 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 14,358 | 11.18 | 3,200 | 20.54 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 775 | 59.47 | 176 | 75.00 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 16 | 4 | ||||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 767,857 | 163.40 | 171,132 | 185.62 | ||||
| 2025-05-23 | NP | NXTI - 简化下一个无形核心指数 ETF | 37 | 2.78 | 8 | 16.67 | ||||
| 2025-08-05 | 13F | 美国高级投资管理研究所有限责任合伙 | 1,180 | 9.26 | 263 | 18.55 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 933 | 208 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 1,758 | 1.38 | 392 | 9.83 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 583 | 130 | ||||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 2,293 | 1.87 | 536 | 16.02 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 1,857 | 202 | ||||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 534 | 119 | ||||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 2,459 | 6.13 | 548 | 15.13 | ||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 2,129 | 0.71 | 474 | 9.22 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 795 | 4.06 | 177 | 12.74 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 149 | 2.76 | 33 | 13.79 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 2,914 | 17.98 | 649 | 28.01 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 99,887 | 76.71 | 22,262 | 91.62 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 7,800 | 0.26 | 1,738 | 8.69 | ||||
| 2025-06-26 | NP | IEDI - iShares Evolved 美国全权委托支出 ETF | 975 | 8.33 | 206 | 14.44 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 61,399 | 1.25 | 13,684 | 9.79 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 122,300 | 43.88 | 27,257 | 56.02 | |||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 3,714 | 0.11 | 828 | 8.53 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 125,180 | 6.53 | 26,498 | 12.43 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 1,768 | 8.07 | 394 | 17.26 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 221,900 | 17.22 | 49,455 | 27.11 | |||
| 2025-04-16 | 13F | 伦巴底奥迪尔 SCmA 公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 108,039 | 166.18 | 24,079 | 188.64 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 1,574 | 7.07 | 351 | 15.89 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 108 | 24 | ||||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 6,999 | 16.40 | 1,585 | 27.11 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 915 | 204 | ||||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 6,075 | 1,354 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 6,788 | 5.14 | 1,513 | 14.03 | ||||
| 2025-08-26 | NP | TRBCX - T. Rowe Price 蓝筹成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 713,904 | 1.69 | 159,108 | 10.27 | ||||
| 2025-07-30 | 13F | 道德公司 | 70,011 | 2.61 | 15,455 | 8.96 | ||||
| 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 | 33,458 | 2.00 | 7,457 | 10.61 | ||||
| 2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 2,218 | 1.88 | 494 | 10.51 | ||||
| 2025-03-31 | NP | BIVIX - Invenomic 基金机构类别股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 776,042 | 264.89 | 172,956 | 295.68 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,114 | 21.35 | 248 | 31.91 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 16,968 | 30.63 | 3,782 | 41.66 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 300 | 67 | |||||
| 2025-08-01 | 13F | 莫特科 | 27,289 | 3.67 | 6,073 | 12.26 | ||||
| 2025-06-30 | NP | QRMI - Global X 纳斯达克 100 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 | 552 | 18.45 | 117 | 24.73 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 30,047 | 4.44 | 6,360 | 10.23 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 218 | 0.46 | 49 | 9.09 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 7,038 | 3.81 | 1,569 | 12.56 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 33,278 | 7.77 | 7,417 | 16.86 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -8,090 | -69.61 | -1,803 | -67.04 | |||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 13,400 | 97.06 | 2,986 | 140.42 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 3 | 1 | ||||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 731 | 108.26 | 155 | 120.00 | ||||
| 2025-08-05 | 13F | Optimise 咨询服务有限公司 | 1,098 | 245 | ||||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 12 | 3 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 18,100 | 432.35 | 4,034 | 477.79 | |||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 43,847 | 14.47 | 9,772 | 24.12 | ||||
| 2025-07-23 | 13F | 哥伦布宏有限责任公司 | 31,684 | 7.24 | 7,061 | 16.29 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 1,452 | 37.50 | 324 | 48.85 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 933 | 208 | ||||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 蓝筹成长基金初始级 | 5,907 | 7.26 | 1,316 | 16.36 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 152,500 | 70.58 | 33,988 | 84.97 | |||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 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 | 266,684 | 57.43 | 59,436 | 70.72 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 201,972 | 2.51 | 42,753 | 8.19 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 1,334,421 | 1.66 | 282,470 | 7.29 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 1,894 | 422 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 27,132 | 23.44 | 5,993 | 34.07 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 432 | 3.35 | 91 | 9.64 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 39,002 | 14.30 | 8,693 | 23.96 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 4,442 | 9.46 | 1,006 | 19.48 | ||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,484 | 2.39 | 563 | 11.73 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 5,965 | 1.62 | 1,329 | 10.20 | ||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 13,320 | 11.74 | 2,820 | 17.95 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 9,264 | 16.68 | 2,098 | 27.38 | ||||
| 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 | 389,513 | 8.32 | 82,452 | 14.32 | ||||
| 2025-05-22 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 6,848 | 187.49 | 1,407 | -15.65 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 1,459 | 5.88 | 325 | 14.84 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 72,131 | 4.95 | 16,076 | 13.81 | ||||
| 2025-07-31 | 13F | 时刻合作伙伴有限责任公司 | 1,873 | 0.75 | 417 | 9.16 | ||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 940 | 209 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 29 | 16.00 | 6 | 20.00 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 951 | 212 | ||||||
| 2025-04-17 | NP | FLMFX - MUIRFIELD FUND 零售类 | 7,904 | 1,462.06 | 1,625 | 728.57 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 49,872 | 120.90 | 11,115 | 139.53 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -14,205 | 176.31 | -3,217 | 201.78 | |||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 10,949 | 0.36 | 2,440 | 8.83 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 7,086 | 28.58 | 1,579 | 39.49 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 173,040 | 11.24 | 36,629 | 17.41 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 1,237 | 276 | ||||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 23,764 | 72.98 | 5,246 | 87.93 | ||||
| 2025-08-13 | 13F | 哈夫斯特联合公司 | 7,805 | 129.96 | 1,740 | 149.50 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 168,504 | 13.99 | 37,554 | 23.60 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 191 | 2.14 | 43 | 10.53 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 8,656 | 457.01 | 1,929 | 504.70 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,791 | 16.13 | 3,131 | 22.55 | ||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 974 | 217 | ||||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,111 | 1.46 | 248 | 9.78 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 2,337 | 4.85 | 521 | 13.54 | ||||
| 2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 57,098 | 10.32 | 12,087 | 16.42 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 128,269 | 33.32 | 28,587 | 44.57 | ||||
| 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 | 277,290 | 9.30 | 61,800 | 18.53 | ||||
| 2025-07-22 | 13F | 费尼莫尔资产管理公司 | 277,629 | 0.13 | 61,875 | 8.58 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 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 | 1,235 | 19.32 | 256 | 9.87 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 3,268 | 6.87 | 728 | 15.92 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 922 | 205 | ||||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 5 | 1 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 3,335 | 30.12 | 755 | 42.18 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 3,159 | 28.15 | 704 | 39.13 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 908 | 116.19 | 206 | 135.63 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 10,851 | 8.13 | 2,418 | 17.26 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 374,907 | 13.64 | 83,556 | 23.23 | ||||
| 2025-04-04 | 13F | 三季财富有限责任公司 | 1,569 | 323 | ||||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 1,804 | 128.64 | 382 | 141.14 | ||||
| 2025-08-14 | 13F | 华莱士哈特有限责任公司 | 1,594 | 355 | ||||||
| 2025-07-29 | NP | BIBL - Inspire 100 ETF | 34,457 | 2.58 | 7,805 | 11.97 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 3,027 | 7.15 | 675 | 16.21 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 537 | 0.19 | 0 | |||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 52 | 12 | ||||||
| 2025-07-08 | 13F | 接合财富策略有限公司 | 898 | 200 | ||||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 346,832 | 1.27 | 77,298 | 9.81 | ||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 904 | 201 | ||||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 83 | 2.47 | 19 | 12.50 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 1,673 | 373 | ||||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 412 | 29.97 | 87 | 38.10 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 283 | 2.54 | 63 | 12.50 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 284 | 20.85 | 63 | 31.25 | ||||
| 2025-08-14 | 13F | CM Bidwell & Associates 有限公司 | 1,099 | 0.27 | 245 | 8.44 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 4 | 1 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 8,035 | 0.58 | 1,820 | 9.78 | ||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 118,453 | 23.05 | 26 | 36.84 | ||||
| 2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 6,843 | 56.73 | 1,525 | 70.01 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 919 | 205 | ||||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 1,034 | 230 | ||||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 16,697 | 0.32 | 3,721 | 8.80 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 100 | 22 | |||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,190 | 16.86 | 488 | 26.75 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 1,538 | 343 | ||||||
| 2025-08-25 | NP | MEFAX - MassMutual Select 中盘增长基金 A 类 | 38,930 | 51.69 | 8,676 | 64.51 | ||||
| 2025-07-31 | 13F | 转折点福利集团有限公司 | 1,585 | 353 | ||||||
| 2025-08-04 | 13F | 联合银行 | 80,795 | 1.04 | 18 | 12.50 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 1,605 | 7.00 | 358 | 15.91 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 4,543 | 12.23 | 962 | 18.50 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 906 | 202 | ||||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 33,284 | 10.55 | 7,539 | 20.67 | ||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 949 | 212 | ||||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,056 | 235 | ||||||
| 2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | Put | 418,200 | 93,204 | |||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 2,796 | 10.34 | 633 | 20.57 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,489 | 2.48 | 332 | 11.07 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 9,347 | 58.75 | 2,083 | 93.77 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 7 | 2 | ||||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 902 | 202 | ||||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 77 | 17 | ||||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 3,856 | 1.13 | 859 | 9.71 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 4,463 | 0.97 | 995 | 9.47 | ||||
| 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 | 356 | 20.68 | 75 | 27.12 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 96,819 | 0.20 | 21,578 | 8.66 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 247,137 | 0.10 | 55,079 | 8.54 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 40,073 | 2.46 | 8,931 | 11.10 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 393 | 4.52 | 88 | 12.99 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 8,296 | 1,849 | ||||||
| 2025-08-28 | NP | WBIL - WBI BullBear Quality 3000 ETF | 1,418 | 316 | ||||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,335 | 17.52 | 297 | 27.47 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 16,483 | 8.63 | 3,674 | 17.80 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 16,706 | 7.55 | 3,723 | 16.64 | ||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 24,598 | 73.27 | 5,482 | 87.93 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 31,200 | 202.91 | 6,954 | 269.64 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 17,424 | 69.53 | 3,883 | 83.85 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 320 | 204.76 | 72 | 242.86 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 55 | 71.88 | 12 | 100.00 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 1,648 | 17.71 | 367 | 27.43 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 937 | 209 | ||||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 1,430 | 319 | ||||||
| 2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 952 | 212 | ||||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1,776 | 0.85 | 397 | 13.75 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -10,245 | -26.52 | -2,169 | -22.46 | |||
| 2025-07-21 | 13F | 家族首席财务官公司 | 16 | 4 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | 26,371 | 5.57 | 5,878 | 14.49 | ||||
| 2025-08-05 | 13F | 韦克菲尔德资产管理有限责任公司 | 6,496 | 1,448 | ||||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 47 | 10 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 74 | 16 | ||||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,500 | 37,400.00 | 340 | |||||
| 2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 77,980 | 0.96 | 17,379 | 9.47 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 103,628 | 0.39 | 23,096 | 8.86 | ||||
| 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 | 486,717 | 12.46 | 103,028 | 18.69 | ||||
| 2025-08-14 | 13F | 挑战者财富管理 | 4,997 | 3.07 | 1,114 | 11.75 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 10,747 | 2.50 | 2,395 | 11.19 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 16,752 | 22.24 | 3,734 | 32.56 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 19,499 | 1.17 | 4,346 | 9.69 | ||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 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 | 6,728 | 219.01 | 1,499 | 246.19 | ||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 87,123 | 2.41 | 18,442 | 8.08 | ||||
| 2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | 126,700 | 28,238 | ||||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 10,851 | 0.32 | 2,418 | 8.77 | ||||
| 2025-07-07 | 13F | 佛得资本管理公司 | 13,895 | 5.83 | 3,097 | 14.75 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 21,378 | 2.25 | 4,394 | 15.03 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,600 | 1,268 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 11,834 | 2,637 | ||||||
| 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 | 2,164 | 482 | ||||||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,062 | 37.81 | 2,959 | 50.46 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 13,637 | 14.48 | 3,089 | 24.97 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 2,578 | 1.18 | 575 | 9.75 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 9,179 | 0.28 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 3,070 | 684 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 11,031,051 | 1.91 | 2,458,490 | 10.51 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 111,002 | 0.29 | 24,739 | 8.75 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 9,347 | 5.38 | 2,083 | 14.26 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 41,296 | 46.78 | 8,742 | 54.90 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 11,835 | 0.96 | 2,638 | 9.46 | ||||
| 2025-05-23 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 288 | 0.35 | 59 | 13.46 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 9,001 | 2.58 | 2,006 | 11.26 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 10,067 | 190.37 | 2,248 | 210.07 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 239,100 | 18.48 | 53,288 | 28.48 | |||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 4,026 | 127.71 | 897 | 147.11 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 4,799 | 26.06 | 1,070 | 36.70 | ||||
| 2025-07-16 | 13F | 十二点财富管理有限责任公司 | 1,567 | 14.63 | 349 | 24.20 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 132 | 43.48 | 30 | 52.63 | ||||
| 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 | 15,374 | 12.51 | 3,482 | 22.82 | ||||
| 2025-03-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 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 | 18 | 50.00 | 4 | 50.00 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 455,045 | 4.81 | 101 | 13.48 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -84 | -19 | |||||
| 2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 166 | 37 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 3,400 | 758 | |||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 272 | 0 | ||||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 3,751 | 4.11 | 836 | 12.84 | ||||
| 2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 840 | 21.74 | 187 | 32.62 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 1,158 | 258 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 8,000 | 1,783 | |||||
| 2025-04-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL 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 | 1,882 | 256.44 | 391 | 227.73 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 4,053 | 266.46 | 903 | 70.06 | ||||
| 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 | 492,778 | 8.74 | 111,614 | 18.70 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 6,771 | 0.15 | 1,509 | 8.64 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 51 | 11 | ||||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 2,509 | 559 | ||||||
| 2025-08-13 | 13F | 财务与税务建筑师有限责任公司 | 32,161 | 6.32 | 7,168 | 15.30 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 152,400 | 205.41 | 2 | ||||
| 2025-08-29 | NP | JAEDX - 蓝筹增长信托资产净值 | 24,824 | 8.29 | 5,533 | 17.43 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 103,972 | 0.05 | 23,172 | 8.49 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 2,389 | 0.21 | 532 | 8.79 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 8,096 | 6.25 | 1,804 | 15.20 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 95 | 156.76 | 21 | 200.00 | ||||
| 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 | 25,744 | 2.86 | 5,831 | 12.29 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 80,000 | 2.56 | 17,660 | 11.41 | |||
| 2025-04-17 | NP | FLDOX - 适度配置基金零售类 | 924 | 346.38 | 190 | 85.29 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 8,695 | 281.86 | 1,919 | 315.37 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 2,720 | 13.81 | 576 | 20.04 | ||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 9,223 | 49.65 | 2,056 | 62.32 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 85,100 | 197.55 | 18,966 | 222.66 | |||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 7,381 | 6.80 | 1,645 | 15.77 | ||||
| 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 | 1,152,414 | 13.87 | 256,839 | 23.47 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 19,600 | 188.24 | 4,368 | 251.69 | ||||
| 2025-06-26 | NP | NWLG - Nuveen Winslow 大盘成长 ESG ETF | 670 | 11.67 | 142 | 17.50 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 1,276,824 | 16.91 | 284,566 | 26.77 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 1,547 | 345 | ||||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | Call | 300 | 67 | |||||
| 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 | 7,801 | 9.72 | 1,651 | 15.78 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 51,506 | 1.74 | 11,479 | 10.33 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,360 | 3.50 | 303 | 12.22 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 892,212 | 20.79 | 197,473 | 30.85 | ||||
| 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 | 22,223 | 6.06 | 4,704 | 11.95 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 2,416 | 159.23 | 547 | 183.42 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 38,246 | 1.23 | 8,524 | 9.77 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 21,422 | 3.02 | 4,774 | 11.72 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 1,900 | 423 | ||||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 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 | 112,085 | 0.50 | 23,726 | 6.07 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 1,610 | 0.50 | 331 | 13.01 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 4,097 | 3.67 | 913 | 12.44 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 1,966 | 55.29 | 438 | 68.46 | ||||
| 2025-07-11 | 13F | 量子金融顾问有限责任公司 | 953 | 212 | ||||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 11,275 | 41.66 | 2,513 | 53.64 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 26,177 | 0.36 | 5,834 | 8.82 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 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 | 23,300 | 4,932 | ||||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 21,651 | 0.14 | 4,825 | 8.60 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 2,428 | 541 | ||||||
| 2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 19,686 | 301.92 | 3,948 | 5.53 | ||||
| 2025-06-25 | NP | LEGAX - 哥伦比亚大盘成长基金 A 类 | 399,874 | 10.79 | 84,645 | 16.92 | ||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 62,218 | 6.22 | 13,867 | 15.19 | ||||
| 2025-05-29 | NP | KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund A 类股票 | 4,077 | -37,163.64 | 863 | -21,675.00 |
