0II4 机构投资人持股, 买家

机构和基金投资人持股 - 买家

在Equinix 公司中开设新头寸的主要持有者包括 ELFNX - ELFUN 信托 Elfun 信托, 诺斯伍德液体管理有限公司, SSAQX - 道富美国核心股票基金, JVASX - 摩根大通价值优势基金 I 类, WSTRX - 常春藤科技基金R级, Ceredex 价值顾问有限责任公司, SAMVX - Virtus Ceredex 中盘价值股票基金 A 类, Glenmede投资管理有限公司, 耆那全球有限公司, Marex 集团, 阿德莫尔路资产管理有限公司, Sophron资本管理有限公司, Marex 集团, 瑞穗证券美国有限公司, 地标投资合伙公司, CCAPX - CHIRON 资本配置基金 I 类股票, 地标投资合伙公司, Ivy可变保险组合-Ivy VIP科技II级, SummitTX Capital，LP, 和太平洋精选基金 - 价值优势投资组合 I 类 .

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

升级以解锁高级数据。

文件日期	来源	投资者	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-08-14	13F	都铎投资公司等	Call	2,100	50.00	1,670	46.36
2025-08-14	13F	都铎投资公司等	Put	800	33.33	636	30.06
2025-08-26	NP	Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票		1,289	2,048.33	1,025	2,035.42
2025-08-08	13F	等投资顾问公司		11,294	18.93	8,984	16.04
2025-08-22	NP	RRRAX - DWS RREEF 房地产证券基金 A 类		83,026	0.43	66,045	-2.02
2025-06-26	NP	ACVF - 美国保守价值 ETF		332	1.84	286	-4.04
2025-08-14	13F	都铎投资公司等		51,068	314.24	40,623	304.17
2025-08-29	NP	DIVGX - Guardian 股息增长基金 I 类		1,473	32.11	1,172	28.82
2025-08-14	13F	土地与建筑物投资管理有限责任公司		35,582	21.47	28,304	18.51
2025-08-11	13F	布朗兄弟哈里曼公司		384	14.29	305	11.72
2025-06-27	NP	SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类		1,201	5.72	1,034	-0.39
2025-08-26	NP	EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类		26,770	89.89	21,295	60.20
2025-07-29	NP	JARIX - James Alpha 全球房地产投资基金 I 类		17,929	4,532.82	15,936	4,452.86
2025-06-26	NP	DFAR - 维度美国房地产 ETF		95,699	1.68	82,373	-4.21
2025-08-29	NP	SOAVX - Spirit Of America 大盘价值基金 A 类		1,600	3.23	1,273	0.71
2025-08-07	13F	未来基金有限责任公司		2,092	31.90	1,664	28.69
2025-07-29	13F	北欧联合银行投资管理公司		450,693	44.67	352,212	39.68
2025-07-23	13F	加格农顾问有限责任公司		10,715	37.76	8,523	34.41
2025-06-26	NP	TBLRX - 泛美平衡 II R		187	523.33	161	492.59
2025-08-22	NP	可变保险产品基金 IV - 房地产投资组合初始类别		35,500	2.01	28,239	-0.48
2025-08-14	13F	韦瑟比资产管理公司		2,654	2.19	2,111	-13.77
2025-08-27	NP	RYFIX - 金融服务基金投资者类别		333	1.52	265	-1.12
2025-08-14	13F	元盛资本集团有限公司		456		363
2025-08-14	13F	催化剂金融合作伙伴有限公司		507	2.42	403	0.00
2025-08-13	13F	美德资本管理有限公司		278		221
2025-08-04	13F	普雷西玛公司		52,112	14.89	41,454	12.08
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		4,658	13.86	3,705	12.07
2025-08-28	NP	BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 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		1,453	730.29	1,156	645.16
2025-08-27	NP	VIGRX - 先锋成长指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,052,640	0.33	837,344	-2.12
2025-08-14	13F	Fieldview 资本管理有限公司		352		280
2025-08-22	NP	MIMPX - 全球策略师投资组合 I 级		50	2.04	40	0.00
2025-06-24	NP	HELO - 摩根大通对冲股票阶梯叠加 ETF		13,268	642.47	11,420	599.75
2025-08-01	13F	詹尼森联合有限公司		37,650	3,624.04	29,949	3,534.59
2025-07-29	NP	SEIAX - SIIT 多元资产真实回报基金 - A 类		1,451	5.37	1,290	3.53
2025-08-12	13F	SRS 资本顾问公司		184	78.64	146	75.90
2025-08-27	NP	俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio		3,418	528.31	2,719	513.54
2025-07-16	13F	MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH		3,570	20.16	2,840	17.22
2025-06-30	NP	VRTPX - Vanguard Real Estate II 指数基金 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		623,327	1.82	536,529	-4.08
2025-07-08	13F	五重奏私人银行（欧洲）SA		3		2
2025-06-25	NP	ILCV - iShares Morningstar 大盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,608	0.19	1,384	-5.59
2025-08-12	13F	曼彻斯特资本管理有限公司		92	95.74	73	92.11
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		241	17.56	192	14.37
2025-07-29	NP	VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		28,798	3.39	25,596	1.58
2025-08-20	NP	全国可变保险信托 - NVIT S&P 500 指数基金 IV 级		8,503	4.23	6,764	1.68
2025-08-14	13F	创业板地产资本		81,072	71.63	64,490	67.45
2025-06-26	NP	CRTVX - 天主教责任投资多风格美国股票基金投资者股份		421	5.51	362	-0.55
2025-08-14	13F	DRW 证券有限责任公司		1,398		1,112
2025-06-26	NP	TCAAX - Thrivent 适度保守配置基金 A 类		47	34.29	40	29.03
2025-08-08	13F	福斯塔·阿普丰登		35,600	28.99	28,319	25.84
2025-07-21	13F	库存银行和信托公司		14,846	0.94	11,810	-1.53
2025-08-27	NP	VTMFX - Vanguard 税务管理平衡基金 Admiral Shares 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		9,839	1.52	7,827	-0.96
2025-07-24	NP	BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		37,227	75.73	33,088	87.20
2025-08-07	13F	Parkside 金融银行与信托		447	18.88	356	16.01
2025-06-17	NP	GRASX - 高盛多经理实物资产策略基金 R6 类股票		32,575	9.66	28,039	3.30
2025-08-14	13F	Point72 资产管理有限合伙人		5,421		4,312
2025-05-22	NP	HDUS - 哈特福德纪律美国股票 ETF		289	32.57	236	43.29
2025-08-25	NP	LRGG - 麦格理重点大型成长型 ETF		12,681	457.90	10,087	444.36
2025-07-29	NP	SCAUX - 景顺低波动股票收益基金 A 类		276	14.05	245	12.39
2025-07-09	13F	万通信托公司 Fsb/adv		836	1.95	665	-0.45
2025-05-22	NP	HQGO - 哈特福德美国质量增长 ETF		83		68
2025-08-08	13F	Candriam 卢森堡 SCA		42,969	45.43	34,182	41.89
2025-08-29	NP	投票 - 1 号引擎 Transform 500 ETF		1,492	3.54	1,171	-5.56
2025-06-18	NP	RGEAX - 全球股票基金 A 类		4,001	26.37	3,444	19.05
2025-08-26	NP	SPFFX-Sphere 500 气候基金		80	21.21	64	18.87
2025-08-12	13F	阿维索金融公司		3,872	40.70	3,080	37.32
2025-08-14	13F	西永资本有限公司		732	17.31	582	14.57
2025-08-01	13F	纽约人寿投资管理有限公司		14,632	1.79	11,639	-0.69
2025-08-08	13F	戴维斯精选顾问		15,663	1.89	12,459	-0.60
2025-07-28	NP	LBAY - 棱皮龟多/空另类收益 ETF	Short	-513	-5.52	-456	-7.33
2025-08-13	13F	地理财富管理有限责任公司		5,089	0.10	4,048	-2.34
2025-08-13	13F	阿德莫尔路资产管理有限公司		8,647		6,878
2025-05-22	NP	VMAX - 哈特福德美国价值 ETF		448	61.15	365	39.31
2025-07-15	13F	俄亥俄州公共雇员退休制度		179,481	1.50	142,772	-0.97
2025-06-25	NP	FREL - 富达 MSCI 房地产指数 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		70,128	5.91	60,363	-0.23
2025-07-11	13F	多元化信托公司		4,379	416.39	3,483	404.05
2025-08-07	13F	米德咨询服务公司		2,077	0.83	1,652	-1.61
2025-07-29	NP	SPRE - SP 基金 S&P Global REIT Sharia ETF		20,895	2.81	18,572	1.01
2025-07-22	13F	UniSuper管理有限公司		59,895	15.80	47,645	12.98
2025-07-16	13F	凯斯米尔资本管理有限公司		275		219
2025-07-29	NP	LCIAX - Siit 大盘指数基金 - A 类		3,313	8.16	2,945	6.28
2025-08-26	NP	QCSCRX - 社会选择账户类别 R1		86,919	2.71	69,141	0.20
2025-06-18	NP	NMFAX - 全国动态美国成长基金 A 类		2,472	5.69	2,128	-0.47
2025-08-04	13F	旗舰港顾问有限公司		352	0.28	280	-2.45
2025-08-08	13F	Gts 证券有限公司		892	32.34	710	29.14
2025-08-14	13F	魁北克加丁储蓄银行联合会		10,235	133.20	8,142	127.53
2025-07-30	13F	驱动财富管理有限公司		461	7.46	367	4.87
2025-06-26	NP	FESIX - 富达 SAI 房地产指数基金 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		11,498	59.96	9,897	50.69
2025-08-01	13F	罗斯比金融（LCC）		8		6
2025-08-14	13F	布拉格金融顾问公司		6,701	9.87	5,331	7.20
2025-07-25	13F	红杉财务顾问有限责任公司		2,132	5.75	1,696	3.16
2025-06-25	NP	LEGAX - 哥伦比亚大盘成长基金 A 类		71,354	5.52	61,418	-0.59
2025-08-11	13F	西方财富管理有限责任公司		1,562	70.34	1,242	66.04
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		135,318	12.58	107,641	9.83
2025-06-24	NP	ESGG - FlexShares STOXX 全球 ESG 影响指数基金 This fund is a listed as child fund of Northern Trust 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		152		131
2025-08-20	NP	QMHIX - AQR 管理期货策略 HV 基金 I 类		1,631	-295.10	1,297	-290.46
2025-08-11	13F	沃杜州银行		5,812	2.31	5	0.00
2025-08-13	13F	Ecofi投资公司		1,100	1,000.00	172	147.83
2025-07-25	NP	PRDAX - 多元化实物资产基金 A 类		40,025	0.17	35,575	-1.58
2025-08-13	13F	阿维斯塔资本有限责任公司		1,242	39.08	988	35.58
2025-08-25	NP	RBLD - 第一信托全球工程与建筑 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		159	12.77	126	10.53
2025-08-15	13F	大西人寿保险公司 /can/		262,374	9.07	209	6.12
2025-08-22	NP	MBAAX - 全球策略师投资组合 A 类股		345	4.23	274	1.86
2025-07-17	13F	肯塔基独立银行		859	5.66	683	3.17
2025-08-06	13F	爱格夫管理有限公司		48,248	34.65	38,380	31.36
2025-07-22	13F	Gsa资本合伙公司		1,772	162.52	1
2025-08-13	13F	StoneX集团公司		409	51.48	326	48.40
2025-08-28	NP	指数 - S&P 500(R) 等权重空载股		248	2.48	197	0.00
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		347	27.11	299	19.68
2025-07-17	13F	绿叶信托		1,711	5.29	1,361	2.79
2025-08-25	NP	DTRE - First Trust FTSE EPRA/NAREIT 发达市场房地产指数基金 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		1,228	20.27	977	17.31
2025-08-13	13F	Natixis 顾问有限公司		51,752	13.80	41	10.81
2025-08-11	13F	Aptus 资本顾问有限公司		961	5.49	765	2.83
2025-08-13	13F	箭街资本有限合伙企业		169,963	85.44	135,200	80.92
2025-07-31	13F	谨慎人顾问有限责任公司		2,473	10.20	1,967	7.55
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		679	0.44	604	-1.31
2025-08-05	13F	密歇根州退休系统		26,617	0.76	21,173	-1.70
2025-08-12	13F	Meridian 财富顾问有限责任公司		424	0.24	337	-2.32
2025-05-05	13F	林布鲁克资本有限公司		573	3.80	467	-10.19
2025-07-25	13F	斯蒂芬斯咨询有限公司		2		2
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		5,400	5,300.00	4,296	5,202.47
2025-08-27	NP	WSTRX - 常春藤科技基金R级		36,743		29,228
2025-07-29	13F	芝加哥合伙人投资集团有限责任公司		355	33.96	283	22.08
2025-07-16	13F	猎鹰财富规划		463	1.98	368	-0.54
2025-08-04	13F	精明顾问公司		415		330
2025-06-18	NP	NWFAX - 全国基金A类		11,070	11.60	9,529	5.14
2025-08-13	13F	NEOS投资管理有限责任公司		11,581	44.28	9,212	40.77
2025-04-01	NP	XYLE - Global X S&P 500 ESG 备兑看涨 ETF		8	60.00	7	75.00
2025-07-24	13F	莫斯利投资管理公司		530	0.19	422	-2.32
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		90,457	0.74	71,956	-1.72
2025-08-06	13F	金州财富管理有限责任公司		47	1,466.67	37	1,750.00
2025-06-27	NP	AFDIX - 可持续股票基金投资者类别 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		49,597	4.73	42,691	-1.34
2025-07-09	13F	派恩斯财富管理有限公司		359		283
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		180,482	1.56	160,416	-0.21
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		340	8,400.00	270	8,900.00
2025-08-13	13F	丰业资本公司		322	8.78	256	6.22
2025-08-14	13F	布斯贝基金管理有限公司		31,911	16.15	25,384	13.32
2025-06-27	NP	AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		394	164.43	339	164.84
2025-07-23	13F	马里兰州退休金系统		4,750	5.39	3,778	2.83
2025-08-14	13F	Potomac 基金管理公司 /adv		1,393	2.88	1,066	1.91
2025-08-27	NP	JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I)		1,099	80.76	874	76.57
2025-08-13	13F	布兰特点投资管理有限公司	Put	60		4,773
2025-08-27	NP	HDCAX - Rational Equity Armor 基金 A 类股票		521	11.09	414	8.38
2025-05-30	NP	TVAL - T. Rowe 价格价值 ETF		574	195.88	468	157.14
2025-08-08	13F	托巴姆		103	5,050.00	0
2025-07-17	13F	催化财富 RIA 有限责任公司		3,552	164.09	2,826	157.76
2025-07-31	13F	三井住友信托控股公司		537,053	5.50	427,210	2.92
2025-08-05	13F	马里恩财富管理		1,237	1.89	984	-0.51
2025-08-08	13F	Mv 资本管理公司		78	1.30	62	0.00
2025-08-26	NP	INGIX - Voya 美国股票指数投资组合 I 类		7,943	5.77	6,318	3.18
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		1,161	50.58	924	46.97
2025-08-29	NP	DLN - WisdomTree 美国大型股红利基金不适用		12,604	2.86	10,026	0.35
2025-08-14	13F	高盛集团公司		905,985	12.76	720,684	10.01
2025-08-14	13F	拉扎德资产管理公司		4,707	69.01	4	50.00
2025-08-20	NP	NEGX - Needham增长基金零售类		2,300	12.20	1,830	9.46
2025-08-26	NP	Ivy可变保险组合-Ivy VIP科技II级		4,242		3,374
2025-08-14	13F	原子金融集团有限公司		4,560	1.49	3,628	-0.98
2025-08-14	13F	农林中金银行		9,430	3.07	7,501	0.56
2025-06-30	NP	QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF		1,531	19.33	1,318	12.37
2025-07-10	13F	阿迪克斯财富管理有限公司		37		29
2025-08-28	NP	SPYX - SPDR S&P 500 化石燃料储备免费 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		4,201	0.65	3,342	-1.82
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		534	18.14	460	11.41
2025-06-24	NP	路博迈房地产证券收益基金公司		7,797	137.14	6,711	123.40
2025-04-01	NP	CCAPX - CHIRON 资本配置基金 I 类股票		5,356		4,894
2025-08-07	13F	米德资产管理公司		80	142.42	64	142.31
2025-08-14	13F	第一资产管理有限公司		66,618	64.04	51,888	56.43
2025-08-08	13F	英泰投资管理有限公司		29,124	841.31	23,167	818.60
2025-07-29	13F	地区金融公司		484	1.68	385	-0.77
2025-08-14	13F	安大略省投资管理公司		13,331	386.36	10,604	374.66
2025-08-11	13F	HighTower 顾问有限责任公司		23,544	5.88	18,728	3.29
2025-08-14	13F	Haven 资本集团有限公司		640		509
2025-06-27	NP	RSPR - Invesco S&P 500 (R) 等权重房地产 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,237	8.47	3,647	2.19
2025-08-21	NP	MXREX - 大西部房地产指数基金投资者类别		96,941	12.75	77,114	10.00
2025-08-28	NP	QCSTRX - 股票账户类别 R1		60,806	1.90	48,369	-0.58
2025-05-01	13F	Quest 10 财富建设者有限公司		1		0
2025-08-08	13F	艾伯塔省投资管理公司		900		716
2025-08-27	NP	BBVLX - Bridge Builder 大盘价值基金		4,220	1.61	3,357	-0.89
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		9,765	1,538.42	8,405	1,445.04
2025-08-06	13F	荷兰集团		12,871	3.56	10,238	1.04
2025-08-29	NP	JHISX - 骏利亨德森全球可持续股票投资组合机构股		275	59.88	219	55.71
2025-08-28	NP	PIMCO FUNDS - PIMCO All Asset：多元真实基金		54,226	5.26	43,135	2.70
2025-08-25	NP	MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别		3,105	1.54	2,470	-0.96
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		3,741	30.71	2,973	29.37
2025-03-07	NP	GQLVX - 量化美国大盘价值股票投资组合		21	75.00	19	90.00
2025-08-26	NP	FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,424	5.16	1,928	2.61
2025-08-27	NP	JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I)		1,763	276.71	1,402	296.05
2025-06-24	NP	SWTSX - 施瓦布总股票市场指数基金 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		46,287	0.97	39,842	-4.88
2025-06-24	NP	NLSAX - Neuberger Berman 多头空头基金 A 类		80,999	5.23	69,720	-0.86
2025-08-13	13F	裸金融服务公司		9	800.00	7
2025-06-30	NP	DAREX - 邓纳姆房地产股票基金 A 类		4,041	14.96	3,478	8.32
2025-08-14	13F	托罗索投资有限责任公司		29,379	6.52	23,370	3.92
2025-08-05	13F	繁荣咨询集团有限责任公司		325	2.52	259	0.00
2025-07-29	NP	CDGRX - 谷轮风险管理股息增长基金 A 类股票		487	5.64	433	3.60
2025-08-26	NP	第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 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		142	5.97	113	2.75
2025-07-29	13F	卡拉莫斯财富管理有限责任公司		1,163		925
2025-08-06	13F	大西洋联合银行股份公司		33		26
2025-07-08	13F	并行顾问有限责任公司		892	23.72	710	20.58
2025-07-24	NP	Horizon Funds - HORIZON EXPEDITION PLUS ETF		103	145.24	92	145.95
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		23,247	2.57	20,662	0.78
2025-08-01	13F	桑坦德银行, SA		2,871	39.10	2,284	35.73
2025-08-14	13F	Aqr资本管理有限公司		144,136	48.67	112,663	45.19
2025-07-25	NP	CRAAX - 哥伦比亚适应性风险分配基金 A 类		12,880	30.36	11,448	28.10
2025-07-28	13F	高山森林资本投资者有限公司		10,233	19.20	8,140	16.30
2025-08-27	NP	TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始		13,061	247.55	10,390	239.07
2025-07-29	13F	增值财富合作伙伴有限责任公司		2,066	1.52	1,643	-7.75
2025-07-31	13F	MQS 管理有限责任公司		536		426
2025-08-14	13F	法灵顿资本有限公司		920	219.44	732	212.39
2025-07-25	NP	MGLAX - MFS 全球房地产基金 A		141,753	0.54	125,993	-1.22
2025-07-28	13F	里索尔兹财富管理		843	17.74	671	14.92
2025-06-26	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		28		24
2025-08-14	13F	Bamco Inc /纽约/		192,418	38.14	153,063	34.78
2025-07-24	NP	BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,303	75.65	7,380	87.09
2025-08-12	13F	伊芙琳合伙投资管理有限公司		1,479	80.37	640	-2.44
2025-08-20	NP	NEAGX - Needham激进增长基金零售类		6,000	6.19	4,773	3.60
2025-08-11	13F	CBIZ投资咨询服务有限责任公司		46	100.00	37	100.00
2025-07-28	13F	安联资产管理有限公司	Put	8,100	5.19	6,443	2.63
2025-07-28	13F	安联资产管理有限公司	Call	6,200	14.81	4,932	12.02
2025-07-29	13F	切维蔡斯信托控股公司		51,667	1.22	41,100	-1.25
2025-08-11	13F	安尼斯·加德纳·惠廷资本顾问有限责任公司		168	12.75	134	9.92
2025-07-28	13F	安联资产管理有限公司		144,598	3.65	115,023	1.12
2025-08-14	13F	Qube研究与技术有限公司		370,569	9.48	294,777	6.81
2025-07-25	NP	DIFAX - MFS 多元化收益基金 A		23,194	8.04	20,615	6.15
2025-06-26	NP	FPRO - 富达房地产投资 ETF		1,392	4.43	1,198	-1.56
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		57,800	2.30	45,978	-0.19
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		164,537	5.80	141,625	-0.33
2025-08-01	13F	杰克逊霍尔信托银行		34	70.00	27	50.00
2025-08-01	13F	霍华德资本管理公司		649	28.51	516	25.55
2025-08-13	13F	丽都顾问有限责任公司		9,839	140.50	7,827	134.62
2025-08-22	NP	哥伦比亚基金可变系列信托 II - CTIVP - CenterSquare 房地产基金 1 级		13,780	2.30	10,962	-0.19
2025-07-15	13F	诺登集团有限公司		279		222
2025-08-14	13F	简街集团有限责任公司	Call	31,200	225.00	24,819	217.08
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		55,735	0.66	49,538	-1.10
2025-08-12	13F	APG 资产管理公司		64,982	5.03	44,036	-5.70
2025-07-31	13F	第一商业金融服务公司		3,278	10.59	2,608	7.91
2025-08-28	NP	NZAC - SPDR MSCI ACWI 低碳目标 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,544	3.49	1,228	0.99
2025-08-14	13F	北卡罗来纳州财政部长		45,650	3.46	36	2.86
2025-07-14	13F	富达财富管理		11	22.22	9	14.29
2025-07-14	13F	UMA 金融服务公司		9	50.00	7	75.00
2025-08-29	NP	JIDVX - Janus Henderson 美国股息收入基金 I 类		568	6.97	452	4.40
2025-08-12	13F	摩根大通公司		2,285,988	43.72	1,818,435	40.22
2025-07-15	13F	灰点有限责任公司		996	18.29	792	15.45
2025-07-16	13F	美国国家银行		107	114.00	85	112.50
2025-08-12	13F	摩根大通公司	Call	400		318
2025-08-27	NP	JNL 系列信托 - JNL/摩根大通对冲股票基金 (A)		3,753	250.75	2,985	242.32
2025-06-30	NP	NSFJX - Natixis 可持续未来 2045 基金 N 类		11	10.00	9	0.00
2025-08-27	NP	安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级		1,933	1,023.84	1,538	997.86
2025-08-29	NP	RAFE - PIMCO RAFI ESG 美国 ETF		196	6.52	156	3.33
2025-06-27	NP	TWBIX - 平衡基金投资者类别 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		6,394	2.95	5,504	-3.01
2025-08-14	13F	索拉投资者有限公司		28,573	20.50	22,729	17.56
2025-07-17	13F	HB 财富管理有限责任公司		2,250	13.01	1,790	10.23
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		139,889	9.67	124,336	7.76
2025-08-26	NP	GPIX - 高盛 S&P 500 核心溢价收入 ETF		1,941	73.92	1,544	69.86
2025-08-04	13F	五大湖退休公司		1,096	3.49	872	1.04
2025-08-05	13F	韦尔奇与福布斯有限公司		20,470	6.98	16,283	4.37
2025-08-22	NP	FELV - 富达增强型大盘价值 ETF		17,846	12.21	14,196	9.47
2025-07-30	13F	IMG 财富管理有限公司		5		4
2025-08-26	NP	IYR - iShares 美国房地产 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		195,071	5.38	155,173	2.81
2025-08-12	13F	德国商业银行		45,534	4.55	36	2.86
2025-08-08	13F	国民年金服务		294,107	10.72	233,953	8.02
2025-08-26	NP	JVASX - 摩根大通价值优势基金 I 类		38,400		30,546
2025-08-12	13F	克拉保险企业控股有限公司		35		0
2025-08-13	13F	ESG规划		1,680	2.94	1,337	0.45
2025-08-12	13F	英国保诚集团		28,906	2.85	22,994	0.34
2025-07-25	NP	SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		149,915	7.93	133,247	6.04
2025-08-19	13F	Marex 集团	Put	7,200		5,727
2025-08-19	13F	Marex 集团		10,624		8,451
2025-07-28	NP	UPRO - ProShares UltraPro S&P500		4,888	13.12	4,345	11.16
2025-08-13	13F	柏瑞投资有限公司		25,426	2.84	20,226	0.33
2025-08-26	NP	JHQAX - 摩根大通对冲股票基金 A 类		87,952	253.21	69,963	244.59
2025-08-26	NP	RPBAX - T. Rowe 价格平衡基金公司 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		2,050	10.81	1,631	8.09
2025-08-25	NP	HDGE - AdvisorShares Ranger 股票熊市 ETF		0	-100.00	0	-100.00
2025-06-27	NP	RNTY - YieldMax(TM) Target 12(TM) 房地产期权收益ETF		128		110
2025-06-26	NP	AABFX - Thrivent 平衡收益加基金 A 类		258	32.99	222	25.42
2025-07-15	13F	Bfsg 有限公司		28	27.27	22	29.41
2025-08-13	13F	阿蒙迪		1,094,868	2.52	871,609	1.75
2025-07-30	13F	道德公司		9,529	5.48	7,482	1.37
2025-08-12	13F	OneAscent 金融服务有限责任公司		373	8.12	0
2025-08-26	NP	XVV - iShares ESG 筛选的 S&P 500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		848	24.89	675	21.88
2025-07-28	NP	SSO - ProShares Ultra S&P500		8,800	0.34	7,822	-1.41
2025-07-29	13F	商财富合作伙伴有限责任公司		325	23.57	259	20.56
2025-08-06	13F	北美 Cetera 信托公司		380	2.70	302	0.33
2025-08-06	13F	萨凡特资本有限责任公司		2,258	100.00	1,796	95.22
2025-04-28	NP	CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		79,126	260.80	71,579	232.55
2025-07-21	13F	昆特资本有限责任公司		286	4.76	228	2.25
2025-07-24	13F	强塔咨询服务		758	0.13	603	6.54
2025-08-26	NP	JDVSX - 摩根大通多元化基金 I 类		100	51.52	80	68.09
2025-08-08	13F	SG美洲证券有限责任公司		2,932	12.08	2	0.00
2025-08-28	NP	SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 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		527	3.54	419	0.96
2025-06-25	NP	DPREX - 特拉华全球上市实物资产基金 A 类		2,249	9.87	1,936	3.48
2025-07-30	13F	帕西恩私人财富有限责任公司		7,054	3.29	5,611	0.77
2025-08-14	13F	Sophron资本管理有限公司		8,599		6,840
2025-07-24	NP	PABU - iShares 巴黎气候 MSCI 美国 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		51,832	10.74	46,069	8.80
2025-08-14	13F	格雷厄姆资本管理有限合伙人		1,470	162.03	1,169	155.80
2025-08-26	NP	Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票		2,769	94.73	2,203	89.99
2025-08-08	13F	大西洋信托有限责任公司		9		7
2025-07-29	NP	VRNIX - Vanguard Russell 1000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		14,858	6.31	13,206	4.46
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		13,284	20.20	11,807	18.11
2025-08-14	13F	Xponance公司		14,819	1.47	11,788	-1.01
2025-08-26	NP	IUSG - iShares 核心标普美国增长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		36,371	3.06	28,932	0.55
2025-07-28	NP	SPXE - S&P 500 除能源 ETF		128	0.79	114	-0.88
2025-08-14	13F	特内雷资本有限责任公司		20,200		16,068
2025-07-16	13F	佩里贡财富管理有限责任公司		1,120	2.75	891	0.23
2025-08-13	13F	双峰财富顾问有限责任公司		61		48
2025-08-22	NP	FCLD - 富达云计算 ETF		4,247	7.57	3,378	4.94
2025-08-27	NP	俄亥俄国家基金公司 - ON 联合战略价值股息投资组合		2,326	285.74	1,850	276.78
2025-07-16	13F	达科他财富管理		6,580	0.72	5,234	-1.73
2025-08-12	13F	华伯格资产管理有限公司	Put	3,000		2,386
2025-07-30	NP	FSAKX - 战略顾问美国全股票基金		151,101	101.13	134,302	97.61
2025-08-11	13F	GW&K 投资管理有限公司		67	15.52	0
2025-08-14	13F	张拉资本管理有限责任公司		27,892	7.72	22	4.76
2025-07-22	13F	汇合财富服务公司		1,041		827
2025-06-25	NP	USRT - iShares 核心美国 REIT 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		243,842	5.40	209,887	-0.70
2025-08-14	13F	峰会步道顾问有限公司		1,112	44.42	885	40.76
2025-08-13	13F	布里奇沃特合伙人有限合伙人		63,346	5,126.57	50,390	5,000.10
2025-08-05	13F	美国资本咨询有限责任公司		31	3.33	25	0.00
2025-07-09	13F	StrongBox 财富有限责任公司		1,654	1.47	1,316	-1.05
2025-08-14	13F	Polymer资本管理（美国）有限责任公司		328		261
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		7,298	3.56	6,487	1.76
2025-07-23	13F	圆景资本有限责任公司		811	2.14	645	-0.31
2025-08-08	13F	橡蓟有限责任公司		1,679		1,336
2025-08-29	NP	CHGX - Stance 可持续 Beta ETF		1,468		1,168
2025-08-14	13F	启发信托公司，Na		2,500	19.05	1,989	16.12
2025-08-29	NP	JESSX - 骏利亨德森全球可持续股票基金 S 级		674	38.11	536	35.01
2025-08-13	13F	新斯科舍银行		12,365	13.51	9,836	10.74
2025-07-22	13F	三桥财富顾问有限责任公司		289		230
2025-08-04	13F	阿卡迪奥斯财富顾问		429	39.74	342	36.40
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		215,649	1.77	185,620	-4.12
2025-08-29	NP	WTRE - WisdomTree 全球（美国除外）房地产基金不适用		1,173	26.67	933	23.58
2025-07-18	13F	邮政银行资产管理公司		61,340	29.10	48,794	25.96
2025-08-25	NP	QWVPX - Clearwater 核心股票基金		1,416	7.60	1,126	4.94
2025-07-24	NP	EGUS - iShares ESG Aware MSCI 美国增长 ETF		240	172.73	213	169.62
2025-08-08	13F	IMA 财富公司		1,329	5,678.26	1,057	5,772.22
2025-08-07	13F	Campbell & CO 投资顾问有限责任公司		384	21.14	305	18.22
2025-08-13	13F	资本基金管理公司		34,814	187.86	27,693	180.86
2025-08-14	13F	托罗索投资有限责任公司	Call	1		0
2025-08-12	13F	普利股权公司	Put	0		0
2025-08-20	NP	全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级		5,027	42.93	3,999	39.45
2025-08-12	13F	普利股权公司	Call	0		0
2025-08-12	13F	普利股权公司		0		0
2025-07-17	13F	CWA资产管理集团有限责任公司		405	1.50	322	-0.92
2025-04-16	NP	CLSE - 融合多/空股票 ETF		0	-100.00	0	-100.00
2025-08-13	13F	布朗咨询公司		1,074	2.78	854	0.23
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		6,177	8.29	5,317	2.01
2025-08-13	13F	法国集团		5,268	40.03	4,174	34.44
2025-08-20	NP	QHFRX - AQR MS Fusion HV 基金 R6 类		21		17
2025-03-25	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		2,399	88.30	2,192	89.53
2025-08-27	NP	TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务		2,301	2.63	1,830	0.11
2025-06-27	NP	TWSMX - 战略配置：中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,281	135.48	1,103	135.47
2025-06-26	NP	FRESX - 富达房地产投资组合 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		300,400	8.64	258,569	2.35
2025-07-15	13F	灯塔投资咨询服务公司		7,067	10.58	5,622	7.87
2025-07-24	13F	斯泰尔斯金融服务公司		510	5.15	405	2.79
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类		237	7.73	189	5.03
2025-06-30	NP	VT - Vanguard Total World Stock Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		62,909	5.18	54,149	-0.91
2025-06-26	NP	DFGR - Dimensional 全球房地产 ETF		130,130	6.91	112,009	0.72
2025-08-26	NP	JHDRX - 摩根大通对冲股票 2 基金 R6 类		22,906	236.31	18,221	228.13
2025-08-28	NP	WFIVX - Wilshire 5000 指数基金投资类别		466	0.43	371	-2.12
2025-08-14	13F	采石场LP		321	744.74	255	750.00
2025-08-28	NP	LGLV - SPDR SSGA 美国大盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		11,336	5.73	9,017	3.15
2025-06-26	NP	SEEKX - Steward 大盘增强指数基金 A 类		811	1.00	698	-4.77
2025-07-25	13F	约翰逊投资顾问公司		3,035	2.40	2,414	-0.08
2025-08-13	13F	安大略省医疗保健养老金计划信托基金		400,128	83.41	318,290	78.94
2025-08-26	NP	主投资组合 - 活跃股票主投资组合活跃股票投资组合		7,422	192.09	5,904	185.03
2025-08-07	13F	肯彭资本管理公司		40,434	37.57	32,164	34.22
2025-07-09	13F	沙拉信律师事务所		10,677	0.16	8,493	-2.28
2025-07-31	13F	剑桥投资研究顾问公司		6,321	12.90	5	25.00
2025-08-18	13F	前排顾问有限责任公司		3,667	2.34	2,917	-0.17
2025-07-24	NP	NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF		4		4
2025-07-08	13F	上升顾问有限责任公司		57	3.64	45	-2.22
2025-08-28	NP	SSTIX - 道富总回报 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		551	10.87	438	8.15
2025-06-24	NP	FREEX - 富兰克林房地产证券基金A类		21,232	0.66	18,275	-5.16
2025-08-20	NP	QMFNX - AQR MS 融合基金 N 类		19		15
2025-07-28	NP	SPXV - 标准普尔 500 前医疗保健 ETF		63	8.62	56	5.77
2025-08-28	NP	放大 ETF 信托 - 放大 CWP 增长和收入 ETF		597	4.55	475	1.94
2025-07-24	13F	卡伦家族办公室有限责任公司		3,496	388.27	2,781	376.84
2025-08-06	13F	Cornercap投资顾问公司		404		321
2025-08-06	13F	可持续洞察资本管理有限责任公司		631	11.88	502	9.15
2025-08-26	NP	TSPA - T. Rowe Price 美国股票研究 ETF		5,437	12.78	4,325	10.03
2025-08-07	13F	阿卡迪亚资产管理有限公司		86,680	999.58	69	1,033.33
2025-08-27	NP	高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合		12,092	69.62	9,619	43.10
2025-07-31	13F	帕西蒂集团公司		399	5.84	317	3.26
2025-08-26	NP	特拉华 VIP 信托 - 特拉华 VIP 成长股票系列标准		3,261	43.97	2,594	40.52
2025-08-26	NP	EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类		2,883		2,293
2025-08-12	13F	国家信托银行		50,747	15.40	40,368	12.59
2025-08-12	13F	中心广场投资管理有限公司		898,861	1.45	715,017	-1.02
2025-08-28	NP	SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		55,933	2.66	44,493	0.16
2025-06-27	NP	HAPI - 港湾企业文化ETF		2,235	16.41	1,924	9.64
2025-08-14	13F	FIL有限公司		221,210	578.77	175,966	562.22
2025-08-14	13F	拉弗蒂资产管理有限责任公司		12,403	16.86	9,866	14.01
2025-07-09	13F	捷克国家银行		23,910	6.96	19,020	4.35
2025-07-30	13F	库克森皮尔斯公司		989		787
2025-08-14	13F	萨金特投资集团有限责任公司		847	61.03	655	52.80
2025-06-23	NP	LVPIX - 大盘价值深度投资者类别		284	1,252.38	244	1,184.21
2025-08-29	NP	EPS - WisdomTree 美国大型基金不适用		699	1.45	556	-0.89
2025-06-30	NP	VAGVX - Vanguard Advice Select 全球价值基金 Admiral Shares		23,535	8.25	20,258	1.98
2025-07-28	13F	纳维特财富有限责任公司		6,906	23.23	5,494	22.07
2025-08-18	13F/A	加拿大国家银行/fi/	Put	231		18,375
2025-03-31	NP	DAACX - 多元化股票基金		524	3.35	479	3.91
2025-06-27	NP	YOKE——Yoke核心ETF		95		82
2025-07-11	13F	韦瑟利资产管理公司		5,077	0.63	4,039	-1.82
2025-07-25	NP	BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,162	180.82	2,810	227.12
2025-06-27	NP	DUBS - Aptus 大盘增强收益 ETF		408	3.29	351	-2.50
2025-08-26	NP	IVE - iShares S&P 500 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		82,627	2.80	65,727	0.30
2025-07-29	13F	斯特拉托斯财富合作伙伴有限公司		4,895	8.49	3,894	5.82
2025-07-10	13F	韦蒙特私人资本		1,000	1.21	765	-0.39
2025-08-27	NP	TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始		566	3.28	450	0.90
2025-08-07	13F	三菱UFJ国际资产管理有限公司		256,414	6.94	203,970	4.33
2025-08-13	13F	卡里街合伙人投资咨询有限公司		491	8.15	391	5.41
2025-08-14	13F	科维茨投资集团合作伙伴有限责任公司		2,673	5.11	2,126	2.56
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		31,734	1.00	27,315	-4.85
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		49,693	1.49	39,529	-0.99
2025-08-12	13F	萨图纳资本公司		1,417	49.00	1,127	45.42
2025-08-04	13F	资产标记公司		744	73.02	592	69.14
2025-08-11	13F	科罗拉多州公共雇员退休协会		73,673	0.04	59	-3.33
2025-07-24	NP	ESGU - iShares ESG MSCI 美国 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		63,401	35.30	56,352	32.93
2025-08-28	NP	RAPAX - Cohen & Steers Real Assets Fund, Inc. A 类		12,664	4.39	10,074	1.84
2025-08-28	NP	PZRMX - PIMCO 通胀应对多资产基金 A 类		8,514	6.72	6,773	4.12
2025-07-24	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		3,610	132.30	3,209	147.53
2025-08-14	13F	Nissay 资产管理公司 /日本/ /adv		26,831	4.13	21,343	1.59
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		34,043	14.46	27,080	11.67
2025-08-29	NP	总收入（加上）房地产基金		14,803	2.04	11,775	-0.45
2025-07-24	NP	EVUS - iShares ESG Aware MSCI 美国价值 ETF		180	35.34	160	32.50
2025-08-14	13F	斯蒂菲尔金融公司		168,670	2.55	134,234	0.05
2025-07-30	13F	LGT 财务顾问有限责任公司		1		1
2025-06-25	NP	PTMAX - PGIM QMA 大盘核心股票基金 A 类		6,700	2,133.33	5,767	2,004.74
2025-08-12	13F	景观资本管理有限公司		2,743		2,182
2025-08-13	13F	费希尔资产管理有限责任公司		338	6.29	269	3.86
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		19		16
2025-06-26	NP	ETLGX - E*TRADE 免费大盘指数基金		14		12
2025-08-13	13F	万斯财富公司		1,035	0.39	823	-2.02
2025-08-14	13F	迪尔伯恩合伙公司		24,202	0.80	19,252	-1.66
2025-07-24	NP	CMVIX - Blackrock Advantage 大盘成长基金机构 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		6,608	134.16	5,873	172.78
2025-08-22	NP	XAOKX - 指数 500 投资组合初始类别		31,637	0.75	25,166	-1.71
2025-08-12	13F	CenterBook 合作伙伴有限责任公司		14,909	4.13	11,860	1.59
2025-08-14	13F	Glenmede投资管理有限公司		13,220		10,516
2025-07-29	NP	VRVIX - Vanguard Russell 1000 价值指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		49,062	8.95	43,607	7.05
2025-08-18	NP	太平洋精选基金 - 房地产投资组合 I 类		42,885	41.51	34,114	38.06
2025-08-05	13F	Simplex 贸易有限公司		47		0
2025-08-27	NP	JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A)		1,750	0.69	1,392	-1.76
2025-08-12	13F	LPL 金融有限责任公司		38,464	7.50	30,597	4.88
2025-08-12	13F	伊芙琳合伙投资管理服务有限公司		279	10.28	226	11.88
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		17,527	1.92	13,942	-0.56
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		14,450	4.33	11,495	1.79
2025-07-25	13F	优素福资本管理有限公司		15,475	0.38	12,310	-2.07
2025-08-05	13F	亨廷顿国家银行		17,466	0.13	13,894	-2.31
2025-08-13	13F	第1832章		62,236	26.99	49,507	23.89
2025-08-26	NP	UDIV - 富兰克林 LibertyQ 全球股息 ETF		264	118.18	210	114.29
2025-07-15	13F	巴伦坦合作伙伴有限责任公司		1,561	14.11	1,242	11.30
2025-08-12	13F	OneAscent投资解决方案有限责任公司		328		0
2025-08-28	NP	SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		940	8.67	748	5.96
2025-08-07	13F	奥特曼顾问公司		2,056	1.68	1,635	-6.03
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		24,978	77.72	19,869	73.39
2025-07-28	13F	旋转财富合作伙伴有限责任公司		2,650	0.11	2,108	-2.36
2025-08-07	13F	资源投资顾问有限责任公司。		272	3.42	217	0.93
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Call	110,200	14.67	87,661	11.88
2025-08-11	13F	私人顾问集团有限责任公司		3,765	1.76	2,995	-0.76
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Put	156,100	70.23	124,173	66.08
2025-08-26	NP	VGSAX - Virtus Duff & Phelps 全球房地产证券基金 A 类		23,760	1.93	18,900	-0.55
2025-08-11	13F	领头羊顾问有限责任公司		31		25
2025-08-26	NP	EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级		273	1.49	217	-0.91
2025-08-29	NP	MFUS - PIMCO RAFI 动态多因素美国股票 ETF		107	105.77	85	117.95
2025-07-22	13F	梅里特金融集团有限责任公司		1,858	65.60	1,478	61.53
2025-08-29	NP	Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I		1,063	0.09	846	-2.31
2025-07-24	13F	第一信托投资顾问公司		16,635	54.69	13	62.50
2025-05-23	NP	PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类		20	11.11	16	0.00
2025-08-26	NP	HLEIX - 摩根大通股票指数基金 I 类		21,450	0.82	17,063	-1.64
2025-07-29	13F	安吉利斯财富管理有限公司		305	9.71	243	7.08
2025-07-29	13F	美国精神管理公司/纽约		7,710	0.65	6,133	-1.79
2025-08-14	13F	耆那全球有限公司		11,516		9,161
2025-07-25	13F	橡树岭投资有限公司		8,307	1.32	6,608	-1.17
2025-08-05	13F	使命财富管理有限公司		252		201
2025-07-11	13F	亚瑟·M·科恩建筑事务所		3,292	7.37	2,618	4.72
2025-08-14	13F	Ieq资本有限公司		6,905	45.98	5,492	42.43
2025-07-23	13F	Trifecta 资本顾问有限公司		17	466.67	14	550.00
2025-07-31	13F	Ag2r La Mondiale 资产管理公司		3,831	3.32	3,047	-7.53
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		431	15.55	343	12.50
2025-08-26	NP	JIISX - 摩根大通无畏可持续股票基金 I 类		2,273	13.54	1,808	10.78
2025-08-14	13F	DecisionPoint 金融有限责任公司		1		1
2025-08-07	13F	ProShare 顾问有限责任公司		20,176	3.69	16,049	1.16
2025-07-30	13F	卡伦/弗罗斯特银行家公司		122	64.86	97	61.67
2025-08-11	13F	美国信安证券公司		505	42.66	402	20.42
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		31,091	2.14	26,762	-3.77
2025-07-14	13F	库欣资产管理公司		4,000	33.33	3,182	30.05
2025-08-14	13F	格伦鹰顾问有限公司		46	31.43	37	28.57
2025-06-26	NP	SREAX - PGIM Select 房地产基金 A 类		15,229	13.18	13,108	6.62
2025-08-12	13F	吉特曼财富管理有限责任公司		261	4.40	210	1.46
2025-06-26	NP	AALGX - Thrivent 全球股票基金 A 类		3,562	33.11	3,066	25.41
2025-07-29	NP	VMCTX - Vanguard Mega Cap 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		16,391	4.25	14,569	2.43
2025-07-24	NP	EUSA - iShares MSCI 美国等权重 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,781	16.60	2,472	14.56
2025-08-29	NP	JAGMX - 500 指数信托资产净值		20,709	2.96	16,473	0.45
2025-08-20	NP	QCFIX - AQR CVX 融合基金 I 类		18		14
2025-08-26	NP	GFSYX - 机构战略另类基金				-43	-36.36
2025-08-29	NP	STRV - Strive 500 ETF		1,734	10.45	1,379	7.73
2025-07-16	13F	奥格合作伙伴有限责任公司		4		3
2025-08-28	NP	CSRE - Cohen & Steers 房地产主动型 ETF		2,258	69.39	1,796	65.38
2025-08-29	NP	STXG-Strive 1000 成长 ETF		291	4.68	231	2.21
2025-06-30	NP	NSFLX - Natixis 可持续未来 2055 基金 N 类		10	11.11	9	0.00
2025-08-06	13F	联邦股权服务有限公司		7,485	4.36	6	0.00
2025-06-26	NP	PRKAX - PGIM 房地产收入基金 A 类		3,791	19.25	3,263	12.36
2025-07-24	13F	PDS 规划公司		619	6.36	492	3.80
2025-07-14	13F	伽玛投资有限责任公司		1,363	24.82	1,084	21.80
2025-08-04	13F	遗产投资者管理公司		29,083	3.30	23	4.55
2025-08-29	NP	SPXUX-WisdomTree 500 数字基金 N/A		21	200.00	17	220.00
2025-08-27	NP	BREFX - 男爵房地产基金		103,485	51.00	82,319	47.31
2025-08-28	NP	新时代阿尔法基金信托 - NAA 风险管理房地产基金机构类		17,366	6.93	13,814	4.33
2025-06-26	NP	CBLS - Clough 对冲股票 ETF	Short	-495		-426
2025-07-25	13F	并发投资顾问有限公司		2,179	54.32	1,734	50.56
2025-08-05	13F	iA全球资产管理公司		2,671	1,031.78	2
2025-08-01	13F	瑞穗证券美国有限公司		6,754		5,373
2025-08-14	13F	DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福		32,067	5.76	25,508	3.18
2025-06-26	NP	USSPX - 500 指数基金 - 成员股票		24,153	0.04	20,790	-5.75
2025-06-26	NP	NULC - Nuveen ESG 大盘 ETF 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		202	19.53	174	12.34
2025-08-04	13F	密钥银行国家协会/哦		23,896	0.79	19,008	-1.67
2025-08-26	NP	GEQYX - 机构股票指数基金		9,276	5.27	7,379	2.70
2025-08-06	13F	方正金融证券有限公司		1,019	1.39	811	-4.48
2025-08-07	13F	洛杉矶资本管理有限公司		14,429	7.29	11,478	4.67
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级		6,279	1.11	5,405	-4.74
2025-08-04	13F	阿拉巴马州退休制度		138,111	8.60	109,863	5.95
2025-08-25	NP	MAINSTAY VP 基金信托 - MainStay VP 库欣文艺复兴优势投资组合初始类别		1,122	2.94	893	0.45
2025-05-22	NP	IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV		329	15.03	268	-0.37
2025-08-11	13F	先锋集团公司		13,129,041	1.72	10,443,758	-0.76
2025-08-13	13F	Foresight Group Ltd 责任合伙企业		23,761	9.49	18,706	7.06
2025-08-13	13F	象限资本集团有限公司		2,788	25.81	2,218	22.76
2025-08-19	13F	资产奉献有限责任公司		189	4.42	150	2.04
2025-08-11	13F	WPG顾问有限责任公司		22	100.00	18	112.50
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		1,186,519	0.67	943,840	-1.79
2025-08-01	13F	枪证券公司		315		252
2025-07-24	NP	LPRE - Long Pond 房地产精选 ETF		553		492
2025-08-27	NP	CGAEX - 卡尔弗特全球能源解决方案基金A级		792	11.86	630	9.19
2025-08-11	13F	道夫菲尔普斯投资管理公司		407,760	3.09	324,361	0.58
2025-07-17	13F	莫斯亚当斯财富顾问有限责任公司		341		271
2025-08-22	NP	FELC - 富达增强型大盘核心 ETF		17,597	348.56	13,998	337.68
2025-07-01	13F	养老金基金 DSM 荷兰		10,614	3.92	8	0.00
2025-08-08	13F	Turn8私人财富公司		3,691	7.39	2,892	3.18
2025-07-09	13F	动态顾问解决方案有限责任公司		751	9.16	598	6.42
2025-07-25	NP	FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		17,128	0.33	15,224	-1.42
2025-07-25	NP	SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		97,774	4.02	86,903	2.21
2025-08-14	13F	工程师门经理 LP		20,056	249.41	15,954	240.88
2025-08-15	NP	BYRE - 主要房地产活跃机会 ETF		1,310	21.18	1,042	18.27
2025-07-29	NP	NORTHERN LIGHTS FUND TRUST II - 未来基金多/空 ETF		916	12.95	814	11.05
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		29,175	1.30	25,112	-4.56
2025-08-07	13F	塔西塔资本公司		858	16.58	683	13.67
2025-07-10	13F	希拉岭财富管理		762	2.70	606	0.33
2025-08-14	13F	水手有限责任公司		74,031	3.46	58,877	0.94
2025-07-29	NP	SCPAX - Siit 大盘纪律股票基金 - A 类		13,009	125.73	11,563	121.79
2025-07-10	13F	三井住友DS资产管理有限公司		46,459	18.73	36,957	15.84
2025-07-15	13F	财务管理专业人士公司		24	14.29	19	11.76
2025-06-27	NP	VEGN - 美国纯素气候 ETF		453	4.62	390	-1.52
2025-08-27	NP	RYTTX - 标准普尔 500 2x 策略基金 A		317	1.93	252	-0.40
2025-08-28	NP	XLRE - 房地产精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		671,798	0.55	534,395	-1.91
2025-07-29	NP	VADCX - Invesco 等权重标普 500 基金 C 类		14,887	3.20	13,232	1.39
2025-08-27	NP	PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF		145		115
2025-07-30	13F	手指湖财富管理公司		464	0.43	369	-1.86
2025-07-30	NP	RDOG - 阿尔卑斯房地产投资信托股息狗 ETF		326	7.95	290	5.86
2025-07-28	NP	SPXT - S&P 500 除科技 ETF		587	4.45	522	2.56
2025-08-20	NP	QSPIX - AQR 风格溢价另类基金 I 类	Short	-7,124	-2.05	-5,667	-4.45
2025-08-28	NP	SIFAX - SIMT 多资产通胀管理基金 F 类		1,029	2.90	819	0.37
2025-05-29	NP	SHUS - 分层大盘对冲 ETF		86	6.17	70	-7.89
2025-07-24	NP	FDGRX - 富达成长公司基金 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		14,328	0.39	12,735	-1.36
2025-08-27	NP	保诚系列基金 - 全球投资组合 I 类		749		596
2025-07-18	13F	第一联合银行信托/		754	36.35	600	33.11
2025-07-29	NP	FFND - 未来基金主动型 ETF		848	22.54	754	20.48
2025-08-14	13F	Point72（迪拜国际金融中心）有限公司		1,345		1,070
2025-08-27	NP	VFINX - Vanguard 500 指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,776,081	2.62	2,208,289	0.12
2025-07-11	13F	阿塞纳贡资产管理公司		3,974	2.77	3,161	0.29
2025-08-01	13F	Y-Intercept (香港) 有限公司		13,542	1,230.26	10,772	1,197.83
2025-04-03	13F	第一夏威夷银行		663	34.21	541	16.13
2025-08-28	NP	VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		478	27.13	380	24.18
2025-07-09	13F	发散规划有限责任公司		1,654		1,316
2025-07-31	13F	Wealthfront 顾问有限公司		4,258	1.60	3,387	-0.88
2025-07-17	13F	值得财务咨询集团有限责任公司		636	5.30	506	2.64
2025-08-22	NP	哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 纪律核心基金 3 级		18,570		14,772
2025-08-12	13F	HGI 资本管理有限责任公司		2,762		2,197
2025-08-04	13F	联合银行		18,994	0.73	15	0.00
2025-07-21	13F	谷轮资本管理有限责任公司		15,158	0.64	12,058	-1.82
2025-08-06	13F	索尔蒂斯投资顾问有限责任公司		344	3.61	273	1.11
2025-08-14	13F	金融网络财富顾问有限责任公司		106	1.92	84	0.00
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		1,947	7.51	1,676	1.27
2025-07-31	13F	Azzad 资产管理公司 /adv		4,610	4.51	3,667	1.95
2025-08-12	13F	拉萨尔投资管理证券有限公司		297,878	17.95	236,953	15.08
2025-06-26	NP	TISPX - TIAA-CREF S&P 500 指数基金机构类别		20,890	1.72	17,981	-4.17
2025-08-07	13F	嘉德资本有限责任公司		26,813	14.26	21,329	11.47
2025-08-12	13F	东京海洋资产管理有限公司		3,098	6.46	2,464	3.88
2025-08-21	NP	NODE - 链上经济 ETF		95		76
2025-08-04	13F	UNIVEST金融公司		5,279	4.16	4,199	1.62
2025-08-18	13F/A	加拿大国家银行/fi/		498,331	26.41	396,406	23.33
2025-06-30	NP	SRVR - Pacer 基准数据和基础设施房地产 SCTR ETF		71,226	8.08	61,308	1.82
2025-07-14	13F	芝加哥信托公司		440	11.96	350	9.38
2025-08-14	13F	HRT金融有限责任公司		19,939	27.32	16	25.00
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		11,949	8.93	10,621	7.03
2025-08-04	13F	巴恩斯丹尼格私人财富管理有限公司		4	100.00	3	200.00
2025-08-12	13F	综合顾问网络有限责任公司		6,334	5.73	5,038	3.15
2025-08-25	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类		2,485	28.22	1,977	25.06
2025-06-26	NP	IBALX - Transamerica 多管理平衡 A		3,760	531.93	3,236	495.95
2025-08-13	13F	专题资产管理		35,354	0.97	28,123	-1.49
2025-08-12	13F	博雷尔资本管理有限公司		15		12
2025-08-01	13F	莫特利愚人资产管理有限责任公司		17,879	1.16	14,222	-1.30
2025-08-13	13F	诚信合作伙伴有限责任公司		16,026	14.64	12,748	11.85
2025-08-14	13F	地标投资合伙公司		5,209		4,144
2025-08-27	NP	JNL 系列信托 - JNL/Mellon 房地产行业基金 (A)		13,423	2.50	10,678	0.00
2025-08-14	13F	地标投资合伙公司	Call	6,100		4,852
2025-07-22	NP	GSEW - 高盛等权重美国大盘股 ETF		2,694	3.62	2,394	1.79
2025-08-13	13F	盟友金融公司		1,500		1,193
2025-08-06	13F	韦德布什证券公司		638	13.12	1
2025-03-28	NP	GSELX - 高盛美国股票洞察基金机构		14,844	418.66	13,562	422.02
2025-08-20	NP	QLFIX - AQR LSE 融合基金 I 类		12		10
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类		3,845	0.79	3,059	-1.67
2025-07-24	13F	德国商业银行股份公司 /fi		4,774	47.66	4	50.00
2025-08-12	13F	劳雷尔财富顾问有限责任公司		3,978	79,460.00	0	-100.00
2025-08-27	NP	LGH - HCM Defender 500 指数 ETF		643	28.09	511	24.94
2025-08-13	13F	港口顾问有限责任公司		252,790	0.12	201,087	-2.32
2025-07-28	13F	互助顾问有限责任公司		899	15.26	721	10.26
2025-07-25	NP	URTH - iShares MSCI 世界 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,321	8.46	5,618	6.56
2025-08-14	13F	加州教师退休制度		147,862	2.14	117,620	-0.35
2025-07-31	13F	布莱顿琼斯有限公司		567	89.00	451	84.43
2025-08-14	13F	立体派系统策略有限责任公司	Call	1,800	50.00	1,432	46.32
2025-06-26	NP	贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,154	1,221.47	1,854	1,224.29
2025-08-05	13F	机械资本公司		2,636	52.02	2,097	48.34
2025-07-24	NP	FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		773	0.39	687	-1.29
2025-07-29	NP	TMFC - Motley Fool 100 指数 ETF		4,853	0.10	4,313	-1.64
2025-07-18	13F	巴特利特财富管理有限公司		34	3.03	27	3.85
2025-08-12	13F	奥肖内西资产管理有限公司		11,132	6.90	8,855	4.30
2025-08-07	13F	唤起财富有限公司		299		238
2025-08-13	13F	胜利资本管理公司		54,272	21.61	43,171	18.64
2025-06-26	NP	FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,434	36.96	1,234	29.89
2025-08-14	13F	千禧管理有限公司	Put	2,300		1,830
2025-08-14	13F	索恩资本管理有限公司		21,494	233.45	17,098	225.35
2025-06-30	NP	两条道路共享信任 - Hypatia 女性首席执行官 ETF		38	22.58	33	14.29
2025-08-28	NP	Amplify ETF Trust - Amplify AI 驱动的股票 ETF		227		181
2025-08-14	13F	千禧管理有限公司	Call	10,000	809.09	7,955	787.72
2025-08-05	13F	KDT 顾问有限公司		310	0.32	247	-1.99
2025-08-12	13F	新英格兰退休计划公司		292	14.51	232	11.54
2025-05-23	NP	EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类		458	1.33	373	-12.44
2025-08-12	13F	财富管理资本管理有限公司		7	75.00	6	66.67
2025-08-14	13F	双山资本有限责任公司		19,433	164.54	15,458	158.11
2025-08-07	13F	拉斯伯恩兄弟公司		210,779	0.62	167,668	-1.83
2025-07-30	13F	施尼德资本管理有限公司		290		231
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		4	33.33	3	50.00
2025-07-21	13F	巴顿投资管理公司		37,662	0.09	29,959	-2.35
2025-08-28	NP	FGIAX - Nuveen 全球基础设施基金 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		1,897	4.75	1,509	2.24
2025-08-12	13F	Insigneo 咨询服务有限公司		814	61.83	648	57.80
2025-08-14	13F	德肖公司		450,679	3.82	358,502	1.29
2025-08-26	NP	JHTRX - 摩根大通对冲股票 3 基金 R6 级		14,022	287.78	11,154	278.36
2025-08-05	13F	纽约梅隆银行		622,037	0.19	494,812	-2.25
2025-08-19	NP	Securian 基金信托 - SFT 常春藤成长基金		17,742	45.33	14,113	41.80
2025-08-14	13F	富登基金管理有限公司		742	269.15	590	261.96
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		44,480	2.23	38,286	-3.69
2025-07-24	NP	USCL - iShares 气候意识与转型 MSCI 美国 ETF		6,613	10.24	5,878	8.31
2025-06-20	NP	SSPX - Janus Henderson 美国可持续股票 ETF		172	13.16	148	7.25
2025-08-01	13F	Fjarde Ap-fonden /第四瑞典国家养老基金		15,159	23.66	12	33.33
2025-08-27	NP	VANGUARD 可变保险基金 - 股票指数投资组合 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		22,429	0.37	17,842	-2.07
2025-08-25	NP	HIACX - 哈特福德资本增值 Hls 基金 Ia		26,361	0.76	20,969	-1.70
2025-08-06	13F	范式资产管理有限公司		497	152.28	395	146.88
2025-07-29	NP	VRGWX - Vanguard Russell 1000 增长指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,399	8.57	5,688	6.68
2025-08-08	13F	万洲基石投资公司		1,027		817
2025-07-24	13F	标准人寿安本有限公司		236,669	0.81	185,623	-2.63
2025-08-14	13F	L2 资产管理有限责任公司		438	6.57	348	3.88
2025-08-26	13F/A	MASTERINVEST 资本投资有限公司		1,181		939
2025-08-28	NP	ELFNX - ELFUN 信托 Elfun 信托		67,300		53,535
2025-08-27	NP	Brighthouse Funds Trust I - Clarion 全球房地产投资组合 A 级		52,850	11.52	42,041	8.80
2025-06-24	NP	VCRCX - MainStay CBRE 全球基础设施基金 C 类		28,991	7.72	24,954	1.48
2025-08-04	13F	阿特里亚投资有限公司		8,179	5.43	6,506	2.86
2025-07-23	13F	壳牌资产管理公司		4,510	22.72	4	50.00
2025-08-08	13F	三菱日联信托银行		91,299	6.10	72,626	3.51
2025-08-26	NP	GREIX - 高盛机构房地产证券基金		7,090	6.31	5,640	3.72
2025-08-28	NP	SSAQX - 道富美国核心股票基金		47,616		37,877
2025-08-15	NP	LCAP——本金增值精选ETF		448	93.94	356	89.36
2025-07-23	13F	Klp资本管理公司		37,468	4.46	29,805	1.91
2025-08-12	13F	三菱日联证券美国公司		2,168	25.83	1,725	22.79
2025-07-30	13F	内华达州惠蒂尔信托公司		748	1.49	595	-1.00
2025-07-29	NP	景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF		5,874	5.86	5,221	4.00
2025-08-18	NP	太平洋精选基金 - 股票指数投资组合 I 类		9,941	1.94	7,908	-0.55
2025-07-21	13F	凭证 Qtrade 证券公司		2,379	48.69	1,963	52.41
2025-07-29	NP	ESGV - 先锋ESG美国股票ETF ETF股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		20,944	0.53	18,615	-1.23
2025-08-13	13F	马歇尔·韦斯律师事务所		83,777	452.76	66,642	439.31
2025-07-29	NP	SLCAX - Siit 大盘基金 - A 类		5,386	21.01	4,787	18.90
2025-08-26	NP	GVIZX - 价值股票指数基金投资者		709	4.57	564	1.99
2025-08-28	NP	SLGFX - SIMT 大盘指数基金 F 类		1,966	2.45	1,564	-0.06
2025-08-27	NP	VMGAX - Vanguard Mega Cap Growth Index Fund 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		124,745	1.13	99,231	-1.34
2025-08-04	13F	阿德尔·哈里曼和卡彭特公司		20,232	1.34	16,094	-1.13
2025-08-27	NP	高级系列信托 - Ast 平衡资产配置投资组合		18,900	2.72	15,034	0.21
2025-07-18	13F	信托金融公司		54,718	4.62	43,526	2.07
2025-08-21	NP	MXVIX - Great-West S&P 500 指数基金投资者类别		14,794	9.35	11,768	6.69
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		294	24.58	253	17.67
2025-08-12	13F	鲍文汉斯公司		35,000	16.67	27,841	13.82
2025-08-14	13F	全新世顾问有限合伙人		6,384	403.87	5,078	391.58
2025-06-26	NP	QRFT - QRAFT AI 增强型美国大盘 ETF		27	68.75	23	76.92
2025-06-26	NP	FEQHX - 富达对冲股票基金		1,764	64.40	1,518	54.90
2025-03-25	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		4,177	98.90	3,816	100.21
2025-08-25	NP	GCHDX - Gotham 对冲核心基金机构类别	Short	-28	12.00	-22	10.00
2025-08-12	13F	帕瑟顾问公司		81,559	3.67	64,878	1.14
2025-08-14	13F	伍德莱合伙公司		10,557	463.94	8,398	450.26
2025-08-28	NP	SPIN - SPDR SSGA 美国股票溢价收益 ETF		121		96
2025-08-13	13F	韦斯特家族投资公司		499	29.27	397	26.11
2025-08-26	NP	世邦魏理仕歌乐全球房地产收益基金		53,120	12.87	42,255	10.12
2025-08-26	NP	GREZX - 全球房地产证券基金投资者		9,638	64.33	7,667	60.31
2025-06-26	NP	TMAAX - Thrivent 适度激进配置基金 A 类		1,340	33.20	1,153	25.46
2025-07-25	13F	哈特兰银行信托公司		621	77.43	494	72.98
2025-08-18	NP	PACIFIC SELECT FUND - 对冲股票投资组合 P 类		1,984	275.76	1,578	266.98
2025-07-25	13F	赛普拉斯资本集团		1,743		1,387
2025-08-04	13F	IMS投资管理服务有限公司分析师		286	3.62	0
2025-08-07	13F	肯塔基州教师退休制度		20,947	28.45	17	23.08
2025-08-27	NP	VLACX - Vanguard 大盘指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		114,148	0.17	90,801	-2.27
2025-06-30	NP	VWNDX - 先锋温莎基金投资者股票 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		322,441	0.75	277,541	-5.08
2025-05-21	NP	CHGX - AXS Change Finance ESG ETF		1,460		1,190
2025-06-26	NP	NULV - Nuveen ESG 大盘价值 ETF 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		11,558	0.10	9,949	-5.71
2025-08-14	13F	地平线投资有限责任公司		5,833	143.55	4,640	137.65
2025-06-26	NP	TOK - iShares MSCI Kokusai ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		302	3.42	260	-2.63
2025-08-28	NP	FRANK FUNDS - Camelot 事件驱动基金 A 类股票		3,000		2,386
2025-08-14	13F	联伯恩斯坦有限责任公司		243,433	3.43	193,644	0.90
2025-06-26	NP	TAAAX - Thrivent 积极配置基金 A 类		1,806	33.28	1,555	25.53
2025-07-24	NP	HNDRX - Horizon 定义风险基金投资者类别		1,485	9.19	1,320	7.24
2025-05-15	13F	乐天投资管理公司		8,873	64.96	7,125	50.09
2025-08-13	13F	奥西亚姆		57,954	41.46	46,101	38.01
2025-08-06	13F	汤普森·西格尔和沃姆斯利有限公司		11,232	16.01	9	14.29
2025-08-11	13F	品尼高财富规划服务公司		574	36.34	456	33.33
2025-08-25	NP	SBSPX - QS S&P 500 指数基金 A 类		1,244	5.60	990	3.02
2025-07-22	NP	DRAFX - 目的地实物资产基金 I 类		7,846	6.59	6,974	4.73
2025-03-25	NP	FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		434	105.69	397	107.33
2025-07-28	NP	ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,842	3.35	2,526	1.57
2025-08-27	NP	TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始		3,603	263.21	2,866	254.70
2025-08-29	NP	FUNL - CornerCap Fundametrics 大盘 ETF		404		321
2025-08-11	13F	贝尔投资顾问公司		89	5.95	71	4.41
2025-08-14	13F	瑞银集团	Put	14,200	735.29	11,296	714.94
2025-07-10	13F	瑞典银行		274,985	2.26	218,742	-0.24
2025-08-27	NP	SSPY - 分层大盘指数 ETF		368	21.85	293	18.70
2025-08-28	NP	TLCHX - 社会选择股票基金		964	2.77	767	0.26
2025-07-22	NP	GUSA - 高盛 MarketBeta 美国 1000 股票 ETF		3,281	1.02	2,916	-0.75
2025-07-31	13F	圣山顾问有限责任公司		643	30.96	511	27.75
2025-08-08	13F	道明资本管理有限公司		22		18
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		6	20.00	5	25.00
2025-08-18	NP	太平洋精选基金 - 价值优势投资组合 I 类		3,400		2,705
2025-08-22	NP	可变保险产品基金 II - 总市场指数投资组合初始类别		2,162	6.77	1,720	4.12
2025-08-13	13F	国会财富管理有限责任公司/德国/		3,830	0.84	3,047	-1.65
2025-07-31	13F	共振资本顾问有限责任公司		252		200
2025-08-06	NP	林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级		807	0.37	642	-2.14
2025-08-29	NP	BEEZ - Honeytree 美国股票 ETF		350	1.45	278	-1.07
2025-07-24	13F	罗纳德·布鲁信托公司		965	5.01	767	2.40
2025-08-13	13F	帕克沃斯财富管理有限公司		2		2
2025-08-13	13F	西北互助财富管理公司		2,716	2.72	2,160	0.23
2025-08-14	13F	Aprio 财富管理有限公司		401		319
2025-08-15	13F	公平控股公司		3,402	3.18	2,706	0.67
2025-07-29	13F	温德尔大卫联合公司		4,376	1.02	3	0.00
2025-08-13	13F	Skandinaviska Enskilda Banken AB（出版）		69,190	207.63	55,048	200.21
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 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		18,721	56.33	16,114	47.28
2025-08-26	NP	Ivy 可变保险投资组合 - Ivy VIP Growth Class II		16,696	24.78	13,281	21.74
2025-08-25	NP	MMBDX - MassMutual Premier 平衡基金 A 类		123	6.96	98	4.30
2025-08-01	13F	索尔斯坦资本有限责任公司		366	4.57	291	2.11
2025-07-24	NP	ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题		6		5
2025-07-22	NP	GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF		68	11.48	60	9.09
2025-03-27	NP	SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级		1,204	9.16	1,100	9.89
2025-06-26	NP	TASHX - Transamerica 多元资产收入（原 Transamerica 战略高收入）A		8,500	2.41	7,316	-3.52
2025-08-13	13F	Ceredex 价值顾问有限责任公司		33,025		26,270
2025-08-14	13F	现代财富管理有限责任公司		287		229
2025-08-28	NP	ITOT - iShares Core S&P Total 美国股票市场 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		114,500	3.28	91,081	0.76
2025-07-23	13F	特许经营资本有限公司		217	52.82	173	49.57
2025-06-23	NP	LGPIX - 大盘成长型基金投资者类别		98	113.04	84	100.00
2025-08-04	13F	创意金融设计公司 /adv		1		1
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		2,926	2.92	2,519	-3.04
2025-08-27	NP	VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,145,016	2.26	2,501,766	-0.23
2025-08-12	13F	Nuveen有限责任公司		831,628	2.32	661,535	-0.17
2025-08-13	13F	斑眼贸易有限责任公司	Call	8,000	7,900.00	6,364	7,755.56
2025-08-11	13F	里夫斯 WH 有限公司		158,766	0.71	126,294	-1.75
2025-08-13	13F	斑眼贸易有限责任公司	Put	10,700	189.19	8,512	182.19
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		61,580	5.24	48,985	2.68
2025-08-05	13F	九点合伙人有限公司		1,779	3.49	1,415	1.00
2025-08-22	NP	FMET - 富达 Metaverse ETF		1,649	17.95	1,312	15.10
2025-07-21	13F	未来资产环球投资有限公司		20,709	2.15	16,473	1.19
2025-08-25	NP	SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,039	0.20	4,008	-2.24
2025-09-04	13F/A	顾问集团控股公司		7,129	17.45	5,683	14.67
2025-08-14	13F	齐默合伙人有限合伙人		1,100	1,000.00	875	980.25
2025-06-26	NP	DFUSX - 美国大型公司投资组合 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		23,887	0.03	20,561	-5.76
2025-08-27	NP	CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类		2,031	63.79	1,616	59.74
2025-08-28	NP	SUSSX - 道富机构美国股票基金服务类别 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		3,233		2,572
2025-07-22	13F	奇迹英里顾问有限责任公司		12,464	0.76	9,915	-1.70
2025-08-26	NP	PHEFX - T. Rowe 价格对冲股票基金		9,173	6.24	7,297	3.65
2025-06-26	NP	REET - iShares 全球 REIT 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		237,267	2.97	204,228	-2.99
2025-07-11	13F	比特币资本管理公司		896	4.55	713	2.01
2025-08-14	13F	范埃克联合公司		26,853	11.47	21	10.53
2025-07-10	13F	交易所交易概念有限公司		1,137	143.47	904	137.89
2025-08-11	13F	独立顾问联盟		620	5.80	493	3.14
2025-06-26	NP	ERET - iShares 环保房地产 ETF		419	1.21	361	-4.76
2025-06-25	NP	DRLAX - 纽约梅隆银行全球房地产证券基金 A 类		19,820	3.07	17,060	-2.90
2025-08-26	NP	Profunds - Profund 大盘成长股副总裁		57	11.76	45	9.76
2025-05-29	NP	安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级		116	20.83	95	4.44
2025-08-13	13F	汇丰控股有限公司		384,298	1.11	305,046	-1.48
2025-07-30	NP	GDE - WisdomTree高效金加股票策略基金 N/A		239	154.26	212	149.41
2025-08-11	13F	花旗集团		169,288	13.99	134,664	11.21
2025-08-22	NP	FEAC - 富达增强型美国全市值股票 ETF		8	14.29	6	20.00
2025-07-10	13F	财富增值咨询服务有限公司		5,169	13.43	4,068	9.48
2025-07-25	13F	正义投资有限责任公司		12,113	35.20	9,640	31.98
2025-08-12	13F	瓦德尔联合有限公司		549	20.93	437	17.84
2025-07-22	NP	GSPIX - 高盛机构资本增长基金		4,256	1.29	3,783	-0.50
2025-06-26	NP	里维斯公用事业收入基金		141,241	8.47	121,573	2.19
2025-07-29	NP	Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF		99	43.48	88	40.32
2025-06-18	NP	两条路共享信托 - LeaderShares(R) Equity Skew ETF		73	7.35	63	29.17
2025-08-27	NP	QCGLRX - 全球股票账户 R1 级		11,885	3.15	9,454	0.64
2025-07-16	13F	签名有限责任公司		1,498	3.31	1,192	0.76
2025-08-14	13F	长荣资本管理有限公司		477	8.41	379	5.87
2025-08-14	13F	多伦多道明银行		72,002	53.03	57,276	49.30
2025-08-13	13F	EverSource 财富顾问有限责任公司		457	33.63	363	30.58
2025-08-27	13F/A	布林克资本投资有限公司		2,995	18.61	2,383	15.74
2025-08-27	NP	BRIFX - 男爵房地产收入基金		20,900	151.56	16,625	145.46
2025-08-22	NP	三洲公司		4,599		3,658
2025-06-27	NP	ARYVX - 全球房地产基金投资者类别 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		57,467	5.77	49,465	-0.35
2025-07-11	13F	米勒霍华德投资公司/纽约		4,788	23.91	3,809	20.89
2025-08-26	NP	PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		43,919	15.30	34,936	12.49
2025-08-14	13F	Worldquant Millennium Advisors Llc		36,423		28,973
2025-07-21	13F	J. Safra Sarasin 控股公司		2,870	62.79	2,283	58.80
2025-08-12	13F	嘉信理财投资管理公司		1,066,694	2.62	848,523	0.12
2025-08-12	13F	北极星资产管理公司		277	0.36	221	-2.22
2025-03-27	NP	QLV - FlexShares 美国质量低波动指数基金 This fund is a listed as child fund of Northern Trust 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		936	1.30	855	1.91
2025-08-06	13F	OneAscent 财富管理有限责任公司		342		0
2025-08-15	13F	布朗财务顾问		1,465	13.13	1,165	10.43
2025-08-13	13F	卡普拉管理有限公司	Call	200		159
2025-06-26	NP	ACWI - iShares MSCI ACWI ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		25,459	10.47	21,914	4.07
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		55,654	3.81	44,271	1.28
2025-07-08	13F	SEED 规划集团有限责任公司		3,242	14.76	2,579	11.94
2025-08-14	13F	CSS 有限公司/il	Put	600		477
2025-07-21	13F	上升集团有限责任公司		437	14.10	348	11.22
2025-08-07	13F	康纳克拉克伦投资管理有限公司		44,649	39.56	35,517	36.16
2025-06-23	NP	PPSFX - 大型股价值基金 III R-3		2,227	9.38	1,917	3.01
2025-06-25	NP	IQSU - IQ Candriam ESG 美国股票 ETF		1,358	0.30	1,169	-5.58
2025-08-22	NP	德国 DWS 变量系列 II - DWS Global Income Builder VIP A 级		500		398
2025-07-23	13F	InTrack投资管理公司		2,621	0.19	2,085	-2.25
2025-06-26	NP	贝莱德基金 - iShares Total 美国股市指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,582	2.49	5,665	-3.44
2025-06-30	NP	INVESCO 主动管理交易所交易基金信托 - Invesco Real Assets ESG 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		588	9.50	506	3.27
2025-08-13	13F	挪威银行		1,121,892		892,431
2025-08-06	NP	林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别		362	4.02	288	1.41
2025-07-30	13F	凤凰控股有限公司		575	18.07	457	15.11
2025-06-24	NP	MYSPX - MainStay MacKay S&P 500 指数基金投资者类别		3,008	1.62	2,589	-4.25
2025-08-12	13F	伊芙琳合伙资产管理有限公司		49		39
2025-07-22	13F	法雷奥财务顾问有限责任公司		8,157,100	298,148.63	10,340	363.84
2025-08-12	13F	瑞士国家银行		296,103	8.78	235,541	6.13
2025-08-13	13F	基尔特集团有限公司		5		4
2025-07-28	NP	ISPY - ProShares 标准普尔 500 高收益 ETF		1,533	18.65	1,363	16.61
2025-08-26	NP	HLQVX - 摩根大通大盘价值基金 I 类		116,761	89.81	92,880	60.13
2025-08-12	13F	博克夫，那		2,750	1.29	2,188	-1.17
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		607	3.23	522	-2.79
2025-08-06	13F	NVWM有限公司		4	33.33	3	50.00
2025-08-18	13F	吉诺斯财富管理公司		4,710	17.66	3,747	14.80
2025-08-08	13F	顾问资本管理有限责任公司		586	3.90	467	1.30
2025-08-26	NP	QCEQRX - 股票指数账户类别 R1		47,623	14.12	37,883	11.33
2025-08-18	13F/A	哈德逊湾资本管理有限公司		14,705	5,346.30	11,697	5,216.82
2025-07-24	NP	NEOS ETF 信托 - NEOS 房地产高收益 ETF		2,551	121.06	2,267	117.35
2025-08-06	13F	真实财富设计有限责任公司		6	100.00	5	100.00
2025-06-26	NP	HRLIX - 哈特福德全球实物资产基金 I 类		349	8.05	300	1.69
2025-07-25	13F	CWM有限公司		2,822	58.18	2	100.00
2025-08-27	NP	RYDEX 可变信托 - S&P 500 2x 策略基金可变年金		151	287.18	120	287.10
2025-06-26	NP	TADAX - 泛美美国增长 A		24,879	1.56	21,415	-4.32
2025-07-09	13F	帕拉斯资本顾问有限责任公司		357		284
2025-06-26	NP	TIEIX - TIAA-CREF 机构类别股票指数基金		85,284	5.68	73,408	-0.44
2025-07-31	13F/A	亚飞财富		20	66.67	0
2025-07-28	13F	罗森伯格马修·汉密尔顿		39	116.67	31	121.43
2025-07-25	13F	诺斯罗克合伙人有限责任公司		1,226	1.83	975	-0.61
2025-06-25	NP	BFRE - Westwood LBRTY 全球股票 ETF		10		9
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		6,534	3.50	5,624	-2.48
2025-08-25	NP	FTCE - First Trust 新构建核心盈利领先 ETF		234		186
2025-08-26	NP	EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级		230	0.88	183	-1.62
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类		1,356	7.70	1,167	1.48
2025-07-16	13F/A	CX 机构		385	6.35	0
2025-08-26	NP	JEPI - 摩根大通股票溢价收入 ETF		442,851	10.91	352,275	8.20
2025-07-18	13F	Union Bancaire Privee, UBP SA		6,519	2,016.56	2,241	806.88
2025-08-14	NP	FLCGX - QUANTEX FUND 零售类		80	142.42	64	142.31
2025-08-07	13F	Zions Bancorporation，全国协会 /ut/		6,517	0.32	5,184	-2.11
2025-08-12	13F	维度基金顾问有限公司		1,343,496	0.74	1,068,688	-1.71
2025-06-26	NP	FSRJX - 富达 SAI 房地产基金		190,797	75.69	164,229	65.52
2025-08-08	13F	Abc 套利 Sa		2,678		2,130
2025-08-28	NP	BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core 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		2,437	343.09	1,939	332.59
2025-08-12	13F	少尉峰顾问公司		63,543	10.68	50,547	7.99
2025-08-04	13F	西蒙快速顾问有限公司		545	36.25	434	32.82
2025-08-13	13F	PharVision 顾问有限责任公司		549		437
2025-08-08	13F	新泽西州警察和消防员退休系统		14,836	5.84	11,802	3.25
2025-03-28	NP	AllianzGI 人工智能与技术机会基金		5,480	26.41	5,007	39.17
2025-07-24	13F	托莱多信托公司 Na /oh/		5		4
2025-08-13	13F	Fairtree 资产管理（私人）有限公司		1,137	132.04	904	126.57
2025-08-27	NP	俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合		2,791	558.25	2,220	543.48
2025-08-28	NP	BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL 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		4,011	319.56	3,191	341.22
2025-05-27	NP	GEIZX - 成长股票指数基金投资者		77	18.46	63	1.64
2025-08-22	13F	斯坦斯资本有限公司		1,468		1,168
2025-08-26	NP	IVW - iShares S&P 500 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		99,382	0.64	79,055	-1.81
2025-07-28	NP	MSLC - 摩根士丹利 Pathway 大盘股 ETF		6,654	9.97	5,914	8.06
2025-08-13	13F	麦肯齐金融公司		65,247	40.28	51,902	36.86
2025-08-27	NP	TPDAX - 蒂莫西计划防御策略基金 A 级		1,620	3.51	1,289	0.94
2025-08-14	13F	TCW集团公司		10,858		8,637
2025-08-26	NP	PRAFX - T. Rowe Price 实物资产基金公司 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		375,366	2.20	298,592	-0.30
2025-07-11	13F	Global X 日本株式会社		277	25.34	220	22.22
2025-08-05	13F	AGH 财富顾问有限公司		335	1.21	266	-1.12
2025-08-18	13F/A	野村控股公司	Call	600,000	9.09	477,282	6.43
2025-08-04	13F	Arbor 资本管理公司 /adv		1,725	6.81	1,381	4.15
2025-07-29	13F	CapWealth 顾问有限责任公司		24,410	1.08	19,417	-1.38
2025-08-26	NP	VVIPX - Voya VACS 指数 S 系列投资组合		7,461	0.81	5,935	-1.64
2025-08-26	NP	Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票		5,388	112.21	4,286	107.00
2025-08-11	13F	交响金融有限公司		55,703		44,310
2025-07-29	13F	马特森金融服务有限公司		2,536	21.63	2,017	18.65
2025-08-14	13F/A	巴克莱银行	Call	17,200	13.16	14	8.33
2025-08-27	NP	CFGIX - Cromwell Foresight 全球可持续基础设施基金机构级		3,238	17.70	2,576	14.80
2025-06-23	NP	IYY - iShares 道琼斯美国 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,126	2.92	3,551	-3.03
2025-08-27	NP	Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a)		1,085	122.34	863	87.61
2025-08-08	13F	M&G 有限公司		322,525	7.04	256,407	4.41
2025-08-14	13F	西门子基金投资有限公司		3,606	6.56	2,868	3.95
2025-08-22	NP	DFVE-DoubleLine财富500指数等权重ETF		38	15.15	30	15.38
2025-07-18	13F	山茱萸财富管理有限公司		15	1,400.00	12
2025-08-08	13F	奥戈雷克·安东尼·约瑟夫 /ny/ /adv		15	66.67	0
2025-08-20	NP	QLEIX - AQR 多空股票基金 I 类	Short	-4,914	-33.66	-3,909	-35.29
2025-06-30	NP	PEVC——Pacer PE/VC ETF		2		2
2025-08-12	13F	史蒂文斯资本管理有限公司		6,792	8.74	5	0.00
2025-08-08	13F	美国信安金融集团		1,912,906	0.56	1,521,666	-1.89
2025-08-08	13F	创意策划		10,007	6.47	7,960	3.86
2025-07-28	13F	纽约州教师退休制度		76,976	2.65	61	0.00
2025-08-29	NP	PQIIX - PIMCO 股息和收入基金机构类别		252		200
2025-08-26	NP	IUSV - iShares 核心标普美国价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		41,835	1.48	33,278	-1.00
2025-06-23	NP	PLFMX - 大型股标准普尔 500 指数基金 R-3		17,146	2.89	14,758	-3.07
2025-07-02	13F	中央太平洋银行 - 信托部		137	9.60	109	6.93
2025-08-07	13F	瓦尔玛互助养老保险公司		17,353	3.58	13,804	1.05
2025-07-31	13F	奥本海默公司		8,621	0.96	6,858	-1.51
2025-07-28	13F	Sagespring 财富合伙人有限责任公司		790	9.57	629	6.80
2025-06-26	NP	FSUMX - 富达系列可持续美国市场基金		106	63.08	91	54.24
2025-07-23	13F	1 北方财富服务有限公司		832	5.05	662	2.48
2025-08-14	13F	曼氏集团		199,796	10.57	158,932	7.87
2025-07-24	NP	FCGSX - 富达系列成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,200	3.23	2,844	1.43
2025-08-14	13F	迈文证券有限公司	Call	1,500		1,193
2025-08-14	13F	迈文证券有限公司	Put	800		636
2025-07-14	13F	Fonder AB 取得进展		6,857	8.45	5,455	3.75
2025-08-27	NP	NGJAX - Nuveen 全球房地产证券基金 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		2,790	6.81	2,219	4.23
2025-08-08	13F	KBC 集团		127,993	48.60	102	44.29
2025-07-25	NP	USCA - Xtrackers MSCI 美国气候行动股票 ETF		8,048	6.41	7,153	4.56
2025-07-25	13F	阿波罗财富管理有限责任公司		1,458	14.08	1,160	11.34
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		9,536	2.46	7,586	-0.04
2025-08-07	13F	弗里蒙特管理公司		1,000	42.86	795	39.47
2025-06-26	NP	AAAGX - Thrivent 大盘成长基金 A 类		30,539	37.85	26,286	29.87
2025-07-30	NP	景顺交易所交易基金信托 II - 景顺 ESG 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		149	10.37	132	8.20
2025-07-31	13F	Rational 顾问有限公司		557	18.76	443	15.97
2025-08-14	13F	匡蒂诺资本管理有限公司		17,322	36.93	13,780	33.60
2025-08-14	13F/A	洛克菲勒资本管理有限责任公司		83,305	4.69	66,268	2.14
2025-08-26	NP	EQ ADVISORS TRUST - 1290 VT 房地产投资组合 IB 级		1,929	3.27	1,534	0.72
2025-07-25	NP	SNPE - Xtrackers S&P 500 ESG ETF		4,910	7.86	4,364	6.00
2025-07-30	13F	WESPAC 顾问南加州有限责任公司		1,734	3.46	1,379	0.95
2025-08-27	NP	高级系列信托 - Ast 资本增长资产配置投资组合		12,600	1.61	10,023	-0.87
2025-06-24	NP	BBUS - 摩根大通 BetaBuilders 美国股票 ETF		8,372	4.43	7,206	-1.61
2025-06-27	NP	CVSIX - 卡拉莫斯市场中性收益基金 A 类		13,386	1.13	11,522	-4.74
2025-08-12	13F	霍尔德内斯投资公司		396	20.00	315	17.10
2025-08-05	13F	Triglav 基金有限公司		8,990		7,151
2025-06-24	NP	GQRE - FlexShares 全球优质房地产指数基金 This fund is a listed as child fund of Northern Trust 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		15,015	70.01	12,924	60.17
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - DFA 全球房地产证券投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		378,196	1.41	325,532	-4.46
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		101	16.09	87	8.86
2025-07-15	13F	Ccm 投资顾问有限公司		13,322	0.54	10,597	-1.91
2025-08-14	13F/A	斯科波斯实验室有限公司		1,194	44.20	949	40.80
2025-06-27	NP	PREAX - PACE 全球房地产证券投资 A 类		3,457	2.86	2,976	-3.09
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		1,468,193	3.18	1,168	0.60
2025-06-26	NP	NUDV - Nuveen ESG 股息 ETF 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		439	74.90	378	64.63
2025-08-06	13F	Spurstone 咨询服务有限公司		25		20
2025-07-28	13F	港口投资公司		151	4.14	120	1.71
2025-08-26	NP	IWV - iShares Russell 3000 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		25,862	0.16	20,572	-2.28
2025-07-30	NP	DTEC - 阿尔卑斯颠覆性技术 ETF		942	2.73	837	0.97
2025-07-29	13F	FLC资本顾问公司		380		302
2025-06-27	NP	IGPT - 景顺动态软件 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		14,320	3.86	12,326	-2.16
2025-08-14	13F	USS投资管理有限公司		17,217	1.25	13,695	-1.16
2025-08-13	13F	Blueshift 资产管理有限责任公司		993		790
2025-08-13	13F	韩国投资公司		86,313	8.56	68,659	5.91
2025-08-05	13F	西区投资管理公司		32	190.91	25	212.50
2025-06-26	NP	FRIFX - 富达房地产收入基金 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		86,000	1.42	74,024	-4.46
2025-08-01	13F	戴维环球基金管理有限公司		2,089	10.30	1,662	7.58
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		96,898	2.94	86,125	1.14
2025-08-26	NP	JDESX - 摩根大通美国研究增强型股票基金 I 类		46,252	273.69	36,792	264.60
2025-08-26	NP	JUSA - 摩根大通美国研究增强型大盘股ETF		78	129.41	62	129.63
2025-05-08	13F	美国资产投资管理有限公司		17,359	1,641.12	14,154	1,405.64
2025-08-08	13F	华盛顿信托公司		21,343	0.50	16,977	-1.95
2025-08-26	NP	JLPSX - 摩根大通美国大型核心Plus基金I类		33,243	143.68	26,444	137.73
2025-08-13	13F	资本分析师公司		5,039	6.24	4	33.33
2025-08-25	NP	NXTG - 第一信托 Indxx NextG 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		5,187	14.53	4,126	11.76
2025-08-06	13F	梅蒂斯全球合作伙伴有限责任公司		31,412	11.01	24,987	8.30
2025-07-18	13F	荷宝机构资产管理有限公司		60,537	11.93	48,155	9.20
2025-07-23	13F	冯托贝尔控股有限公司		3,932	9.86	3,128	7.16
2025-08-08	13F	Impax资产管理集团有限公司		1,161		924
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		5		4
2025-07-08	13F	圣骑士财富有限责任公司		808	22.24	643	19.33
2025-07-08	13F	NBC 证券公司		5,016	2.28	4	0.00
2025-08-28	NP	RWR - SPDR(R) 道琼斯 REIT 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		101,239	3.87	80,533	1.33
2025-07-11	13F	格罗夫银行与信托		182	4.60	145	2.13
2025-07-30	13F	惠蒂尔信托公司		1,040	1.27	827	-1.19
2025-08-15	13F	CI 私人财富有限责任公司		7,079	6.68	5,632	4.07
2025-08-20	NP	QNZNX - AQR 可持续多空股票碳意识基金 N 类	Short	-76	-6.17	-60	-9.09
2025-08-12	13F	旅程战略财富有限公司		397	17.11	316	14.13
2025-08-22	NP	CVLC - Calvert 美国大盘核心责任指数 ETF		1,133	7.60	901	5.01
2025-08-20	NP	QMNIX - AQR 股票市场中性基金 I 类	Short	-2,276	-25.81	-1,810	-27.63
2025-08-28	NP	与 Capital 多管理人房地产收入基金有限责任公司		21,129	2.41	16,807	-0.09
2025-07-11	13F	远远财务顾问有限责任公司		772	0.65	614	-1.92
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		1,615	5.76	1,285	3.13
2025-08-22	NP	哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 核心股票基金		1,053		838
2025-08-28	NP	SPGSX - State Street Premier Growth 股票 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		492		391
2025-08-27	NP	保诚系列基金 - 灵活管理投资组合 I 类		15,900	1.27	12,648	-1.20
2025-08-14	13F	EP 财富顾问公司		601	80.48	478	76.01
2025-08-14	13F	第一集团贸易有限公司		3,417	62.95	2,718	59.04
2025-08-28	NP	AFPAX - AmericaFirst 收入基金 A 类		309	7.29	246	4.70
2025-08-11	NP	CMEUX - 六圈管理股票投资组合美国无限制基金		42,387	2.14	33,718	-0.35
2025-07-08	13F	梯度投资有限责任公司		24,684	19.43	19,635	16.51
2025-07-29	13F	私人信托公司		128	50.59	102	46.38
2025-06-26	NP	THMAX - Thrivent适度配置基金A类		1,087	33.37	936	25.67
2025-08-14	13F	第一集团贸易有限公司	Put	12,900	35.79	10,262	32.49
2025-08-26	NP	PENN SERIES FUNDS INC - 大型核心成长基金		3,703	41.61	2,946	38.13
2025-08-28	NP	SSUSX - 道富美国股票 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		204		162
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类		181	1.12	144	-1.38
2025-08-06	13F	德克萨斯州耶鲁资本公司		453	4.62	360	1.98
2025-07-10	13F	宾夕法尼亚州钱伯斯堡农商信托公司		150	188.46	0
2025-08-08	13F	哈特兰有限公司		929	11.93	739	9.17
2025-08-08	13F	乌龟投资管理有限公司		4		3
2025-08-26	NP	高盛可变保险信托 - 高盛美国股票洞察基金机构		2,176	131.00	1,731	125.26
2025-07-22	13F	IMC-芝加哥有限责任公司	Put	36,300	152.08	28,876	145.93
2025-07-21	13F	山顶国家银行		372	30.07	296	9.67
2025-07-22	13F	IMC-芝加哥有限责任公司	Call	27,400	32.37	21,796	29.14
2025-08-13	13F	帕纳戈拉资产管理公司		73,371	0.79	58,364	-1.66
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		3,049	19.43	2,710	17.37
2025-06-26	NP	FHEQ——富达对冲股票 ETF		1,242		1,069
2025-08-11	13F	MainStreet 投资顾问有限责任公司		824	10.90	655	8.26
2025-06-23	NP	规模 - iShares Edge MSCI 美国规模因子 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		639	7.58	550	1.48
2025-08-14	13F	本杰明·爱德华兹公司		37,643	3.48	29,945	0.95
2025-05-27	NP	IWY - iShares Russell 200 强增长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,060	7.63	2,495	-6.94
2025-07-23	13F	加格农证券有限公司		17,392	27.98	13,835	24.86
2025-08-05	13F	新方资本有限责任公司		57	147.83	45	150.00
2025-07-29	NP	SDLAX - SIIT 动态资产配置基金 - A 类		2,525	14.15	2,244	12.14
2025-08-14	13F	NCP 公司		4,550	19.74	3,619	16.82
2025-03-27	NP	MSTVX - 晨星另类基金				-140	0.00
2025-08-11	13F	新时代阿尔法顾问有限责任公司		17,427	7.31	13,863	4.69
2025-07-25	NP	FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		807	0.37	717	-1.38
2025-08-13	13F	亚利桑那州退休系统		28,556	0.92	22,715	-1.54
2025-08-14	13F	麦格理集团有限公司		638,858	23.49	508,193	20.48
2025-08-28	NP	BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 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		2,673	335.34	2,126	325.20
2025-08-13	13F	琼斯金融公司有限责任公司		2,770	37.67	2,175	34.59
2025-08-14	13F	道富银行		6,249,780	3.67	4,971,512	1.14
2025-08-26	NP	JEPAX - 摩根大通股票溢价收入基金 A 类		68,960	6.51	54,856	3.91
2025-08-18	13F	阿什福德资本管理公司		24,599	0.86	19,568	-1.60
2025-07-29	NP	VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		11,945	1.13	10,617	-0.64
2025-08-12	13F	改变路径有限责任公司		277	6.95	220	4.27
2025-08-26	NP	高盛房地产多元化收益基金		7,127	10.79	5,669	8.08
2025-08-06	13F	普洛斯佩拉金融服务公司		6,632	2.79	5,277	0.30
2025-08-08	13F	伊塔乌联合银行控股公司		115	3.60	91
2025-08-14	13F	李约瑟投资管理有限公司		9,000	16.88	7,159	14.03
2025-07-15	13F	西橡树资本有限责任公司		378		3
2025-08-04	13F	克里克穆尔资产管理有限责任公司		4		3
2025-08-14	13F	Synovus金融公司		372	0.27	296	-2.32
2025-08-28	NP	TOPC - iShares 标准普尔 500 指数 3% 上限 ETF		22		18
2025-07-29	NP	古根海姆战略机会基金		19	5.56	17	0.00
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		422	10.76	363	4.31
2025-08-21	NP	RALIX - Lazard 实物资产和定价机会投资组合机构股票		94	9.30	75	5.71
2025-08-14	13F	加拿大养老金计划投资委员会		1,102,423	3.66	876,944	1.13
2025-08-12	13F	科尔德斯特里姆资本管理公司		1,584	14.12	1,260	11.31
2025-06-26	NP	AMTAX - AB 所有市场实际回报投资组合 A 类		15,508	6.36	13,349	0.20
2025-08-14	13F	阿默普莱斯金融公司		695,756	0.27	553,454	-2.17
2025-08-15	13F	蓝筹合伙人公司		14,607	3.51	11,619	0.99
2025-08-22	13F	Cim投资管理公司		7,305	99.70	6,351	112.98
2025-07-16	NP	CGGE - 资本集团全球股票 ETF 份额类别		2,065	98.18	1,835	94.80
2025-08-26	NP	FTQI - First Trust 对冲 BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,113	6,428.57	3,272	6,313.73
2025-08-12	13F	西北互助投资管理公司		3,120	0.78	2,482	-1.70
2025-07-24	NP	FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,227,965	1.61	1,091,440	-0.16
2025-07-29	NP	VFTNX - 先锋富时社会指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		51,085	0.76	45,405	-1.00
2025-08-26	NP	JAVA - 摩根大通活跃价值 ETF		18,821	27.94	14,972	7.94
2025-08-14	13F	Peak6有限责任公司		793	39,550.00	631	62,900.00
2025-06-26	NP	USGRX - 增长与收益基金份额		4,147	2.47	3,570	-3.46
2025-08-14	13F	Peak6有限责任公司	Put	7,500	1,150.00	5,966	1,120.04
2025-07-16	13F	巴顿基金管理公司		261		208
2025-07-29	NP	SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF		3,891	16.32	3,458	14.31
2025-06-25	NP	WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票		656	30.42	565	22.88
2025-08-21	13F	Pathway 财务顾问有限公司		455	3.17	362	0.84
2025-08-12	13F	广船国际资本顾问有限公司		23,202	16.21	18,456	13.37
2025-07-18	13F	柴尔德里斯资本顾问有限公司		331	18.21	263	15.35
2025-08-27	NP	WLGRX - 常春藤大盘成长基金 R 级		221,283	37.73	176,024	34.37
2025-08-26	NP	IWB - iShares Russell 1000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		70,585	1.48	56,148	-1.00
2025-06-26	NP	PURCX - PGIM 全球房地产基金 C 类		60,706	0.03	52,253	-5.77
2025-07-30	13F	普林斯顿全球资产管理有限公司		14		11
2025-08-13	13F	灯塔普安特顾问有限责任公司		1,144	2.05	910	-0.44
2025-08-12	13F	顾问资产管理公司		7,862	1.56	6,254	-0.92
2025-07-07	13F	佛得资本管理公司		2,761	12.33	2,196	9.64
2025-07-22	NP	JUST - 高盛 JUST 美国大盘股票 ETF		1,425	0.14	1,267	-1.63
2025-06-26	NP	IETC - iShares Evolved 美国科技 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,717	73.75	5,782	63.67
2025-06-25	NP	WMMRX - 威尔明顿实物资产基金 A 类股票		8,052	1.44	6,931	-4.44
2025-06-26	NP	SJVCX - Steward 大盘价值基金 C 类		1,300	18.18	1,119	11.24
2025-08-25	NP	MFS 可变保险信托 III - MFS 全球房地产投资组合初始类别		10,250	1.20	8,154	-1.26
2025-08-28	NP	QWLD - SPDR MSCI 世界战略因素 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		28	55.56	22	57.14
2025-08-28	NP	BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		444	665.52	353	651.06
2025-08-14	13F	阳光地带证券公司		692	2.67	652	18.76
2025-08-07	13F	资本财富规划有限责任公司		617	8.06	491	5.38
2025-05-23	NP	IWF - iShares Russell 1000 Growth ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		19,401	4.17	15,819	-9.92
2025-08-07	13F	BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司		13		10
2025-08-12	13F	绗缝公司		95,083	20.69	75,636	17.75
2025-07-28	NP	Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF		63	162.50	56	161.90
2025-08-11	13F	斯通里奇投资合伙公司		624		0
2025-08-13	13F	Vinva投资管理有限公司		6,657	33.65	5,226	30.68
2025-08-18	13F	金刚狼贸易有限公司	Put	6,700	45.65	5,260	42.43
2025-08-26	NP	ICRPX - VY(R) Clarion 房地产投资组合 ADV 级		15,557	4.90	12,375	2.34
2025-08-18	13F	金刚狼贸易有限公司		4,932	106.62	3,872	102.09
2025-08-14	13F	SIH 合伙人有限责任合伙公司		253		201
2025-05-15	13F	德克萨斯州永久学校基金		11,109		9,562
2025-06-25	NP	富国银行大师信托 - 富国银行真实回报投资组合真实回报投资组合		1,665	10.26	1,433	3.92
2025-07-07	13F	Versant 资本管理公司		223	8.78	177	5.99
2025-08-27	NP	Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a)		29,459	0.01	23,434	-2.43
2025-07-28	NP	EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,055	8.09	938	6.24
2025-08-28	NP	BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value 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		1,559	259.22	1,240	251.27
2025-08-07	13F	虎钳技术公司		1,092	28.93	869	8.90
2025-08-26	NP	SAMVX - Virtus Ceredex 中盘价值股票基金 A 类		30,000		23,864
2025-08-06	13F	彭塞拉资本管理有限公司		9,820	2,025.54	8
2025-08-27	NP	JNL 系列信托 - JNL S&P 500 指数基金 (I)		989	1.85	787	-0.63
2025-08-06	13F	世邦魏理仕歌乐证券有限公司		485,538	13.47	386,231	10.70
2025-08-14	13F	弗默尔有限公司		2,364,599	4.13	1,880,968	1.59
2025-08-11	13F	B.梅茨勒塞尔。索恩公司		9,208	7.53	7,324	4.91
2025-08-27	NP	HCSRX - 天主教 SRI 增长投资组合 HC 战略股票		96	43.28	76	40.74
2025-08-14	13F	长城汽车顾问有限责任公司		2,674	4.82	2,128	2.31
2025-07-24	NP	SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF		7,594	21.37	6,750	19.24
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级		175	9.38	139	6.92
2025-08-26	NP	主要投资组合 - 标准普尔 500 指数主要投资组合		93,112	3.53	74,068	1.01
2025-08-11	13F	野村资产管理有限公司		174,663	4.04	138,939	1.51
2025-07-07	13F	Nova财富管理有限公司		5	400.00	4
2025-07-07	13F	退休财富解决方案有限责任公司		0		0
2025-08-14	13F	富国银行/百万		144,546	5.38	114,982	2.81
2025-08-13	13F	VestGen Advisors, LLC		379	3.27	302	0.67
2025-03-27	NP	PTLC - Pacer Trendpilot 美国大盘 ETF		6,628	12.28	6,056	29.82
2025-08-14	13F	海特曼房地产证券有限公司		138,384	33.16	110,080	29.91
2025-08-04	13F	奎克财富管理有限责任公司		2		2
2025-08-12	13F	荷兰银行		215,762	0.19	172,581	-1.56
2025-07-30	NP	DTCR - Global X 数据中心房地产投资信托基金和数字基础设施 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		31,229	5.61	27,757	3.76
2025-08-12	13F	美国APG资产管理公司		1,206,248	0.94	959,426	-1.73
2025-07-17	13F	健全收入策略有限责任公司		3	50.00	2	100.00
2025-07-28	NP	AVRE - Avantis 房地产 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		34,370	7.85	30,549	5.97
2025-08-14	13F	未来资产全球ETFS控股有限公司		59,692	12.62	47,483	9.88
2025-08-14	13F	霍华德休斯医学院		21		17
2025-08-12	13F	德意志银行\		977,167	1.38	777,307	-1.09
2025-08-20	NP	AQMIX - AQR 管理期货策略基金 I 类	Short	-1,382	-10.67	-1,099	-12.85
2025-06-23	NP	ESMV - iShares ESG MSCI USA Min Vol Factor 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		67	1.52	58	-5.00
2025-07-21	13F	美洲咨询服务有限责任公司		99		79
2025-07-18	13F	PFG 投资有限责任公司		1,114		886
2025-08-14	13F	决议资本有限公司		586,302	4.73	466,386	2.18
2025-08-29	NP	PRRSX - PIMCO RealEstateRealReturn 策略基金机构		20,768	7.16	16,520	4.54
2025-08-14	13F	沿海桥梁顾问有限责任公司		885	1.61	704	-0.71
2025-08-01	13F	第一国民信托公司		7,373	0.57	5,865	-1.89
2025-08-14	13F	综合财富概念有限责任公司		1,116	113.79	887	108.71
2025-07-14	13F	蛋白石财富顾问有限责任公司		218	4.31	173	1.76
2025-07-30	13F	狮桥财富管理有限责任公司		392		312
2025-08-07	13F	奥尔沃斯金融有限公司		1,759	745.67	1,399	727.81
2025-08-25	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 房地产证券账户 1 类		22,957	0.04	18,262	-2.40
2025-06-26	NP	SMNCX - Steward 股票市场中性基金 C 类		1,000	11.11	861	34.59
2025-08-29	NP	WOMN -影响力股票 YWCA 女性赋权 ETF		286	1.42	228	-0.87
2025-07-31	13F	CVA 家族办公室有限责任公司		132	10.92	105	8.25
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		24,042	2.38	20,694	-3.55
2025-08-14	13F	骏利亨德森集团有限公司		359,927	1.81	286,298	0.86
2025-08-12	13F	管家合伙人投资咨询有限公司		8,243	111.74	6,557	106.58
2025-08-14	13F	舍恩菲尔德战略顾问有限责任公司		17,059	1.61	13,570	-0.87
2025-08-13	13F	贝尔德金融集团有限公司		12,269	2.44	9,760	-0.06
2025-08-07	13F	Kestra 私人财富服务有限公司		1,301	15.75	1,035	12.88
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		39,962	8.62	34,397	2.34
2025-08-14	13F	汉普顿路资本管理有限公司		635		505
2025-08-14	13F	美世全球顾问公司 /adv		9,913	6.57	7,886	3.97
2025-08-11	13F	潮汐有限责任公司		110	150.00	88	148.57
2025-08-26	NP	Bitwise 基金信托 - Bitwise Web3 ETF		346	9.84	275	7.42
2025-08-11	13F	布拉德利·福斯特和萨金特公司/ct		853	62.17	679	58.41
2025-08-22	NP	RRGAX - DWS RREEF 全球房地产证券基金 A 类		9,387	0.99	7,467	-1.46
2025-08-12	13F	克利尔街市场有限责任公司	Call	1,000		795
2025-07-16	13F	签名资源资本管理有限责任公司		1		1
2025-08-12	13F	克利尔街市场有限责任公司		66		53
2025-08-13	13F	佛罗里达州退休系统国家管理局		98,607	1.30	78,439	-1.17
2025-08-14	13F	SummitTX Capital，LP		3,977		3,164
2025-08-06	13F	AE 财富管理有限责任公司		262	5.65	208	3.48
2025-08-14	13F	萨斯奎哈纳投资组合策略有限责任公司		65,315		51,956
2025-07-28	NP	JPRE - 摩根大通房地产收益 ETF		40,017	3.77	35,568	1.96
2025-07-10	13F	巴斯储蓄信托公司		10,503	4.12	8,355	1.58
2025-05-02	13F	纳帕特里资本有限公司		327	27.73	267	10.37
2025-04-28	NP	AMCPX - AMCAP 基金 A 类		156,699	27.97	141,753	17.95
2025-08-12	13F	贝莱德公司		10,938,953	5.79	8,701,609	3.21
2025-08-08	13F	毕尔巴鄂比斯开阿根廷银行		2,601	0.35	2,063	-2.32
2025-08-06	13F	福克斯运行管理有限公司		1,892		1,505
2025-08-12	13F	Quadcap 财富管理有限责任公司		1,087	6.99	865	4.35
2025-08-14	13F	诺斯伍德液体管理有限公司		52,126		41,465
2025-08-11	13F	战略财富伙伴有限公司		37		29
2025-08-29	13F	全面投资管理公司		3		2
2025-07-07	13F	RB 资本管理有限责任公司		510	0.79	405	-1.70
2025-08-07	13F	Hennion & Walsh 资产管理公司		2,185	12.40	1,738	9.65
2025-08-07	13F	PFG顾问		2,646	29.07	2,105	25.97
2025-08-28	NP	SSBIX - 道富平衡指数基金 K 类		586	3.17	466	0.65

MX:EQIX
DE:EQN2	€653.60
US:EQIX	US$773.68
AT:EQIX

GB:0II4 / Equinix, Inc. - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家

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