0K4T 机构投资人持股, 买家

机构和基金投资人持股 - 买家

在纳斯达克公司中开设新头寸的主要持有者包括 MFEGX - MFS成长基金A, VWINX - VANGUARD WELLESLEY 收入基金投资者股份, 选择股权集团，有限合伙人, 石点资本有限责任公司, 伯克希尔全球管理有限公司, 韦斯资产管理有限公司, AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级, MFS 可变保险信托 - MFS 成长系列初始类别, 劳布布洛克资本管理有限公司, Glenmede投资管理有限公司, 太平洋精选基金 - 成长投资组合 I 类, 普拉纳资本管理有限合伙人, Longaeva Partners LP, PYVLX - Payden 股权收益基金（投资者类别）, 林伍德普莱斯资本管理有限公司, 交响金融有限公司, 塞拉峰会顾问有限公司, Peak6有限责任公司, Peak6有限责任公司, 和米罗娃美国有限责任公司 .

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

升级以解锁高级数据。

文件日期	来源	投资者	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-06-26	NP	FAFDX - 富达顾问金融服务基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		160,300	36.54	12,216	26.38
2025-08-27	NP	JNL 系列信托 - JNL S&P 500 指数基金 (I)		4,098	0.32	366	18.45
2025-08-27	13F/A	布林克资本投资有限公司		70,164	0.52	6,274	18.51
2025-07-16	13F	签名资源资本管理有限责任公司		14		1
2025-08-14	13F	美世全球顾问公司 /adv		67,874	76.89	6,069	108.56
2025-07-07	13F	Versant 资本管理公司		152	7.04	14	30.00
2025-07-25	13F	俄勒冈州公务员退休基金		35,727	0.56	3,195	18.52
2025-06-25	NP	PTMAX - PGIM QMA 大盘核心股票基金 A 类		18,200	133.33	1,387	116.04
2025-08-11	13F	CBIZ投资咨询服务有限责任公司		10		1
2025-08-07	13F	三菱UFJ国际资产管理有限公司		800,654	9.89	71,594	29.53
2025-08-28	NP	SEIM - SEI 增强型美国大盘动量因子 ETF		26,617	8.60	2,380	28.03
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		436	15.96	33	10.00
2025-08-15	13F	公平控股公司		7,080	22.68	633	44.85
2025-07-22	NP	JUST - 高盛 JUST 美国大盘股票 ETF		5,006	1.48	418	2.45
2025-08-20	NP	QMFNX - AQR MS 融合基金 N 类		70		6
2025-07-28	NP	VCGAX - 成长与收益基金		4,190	25.45	350	26.81
2025-07-11	13F	IFM 投资者有限公司		94,249	5.19	8,428	24.00
2025-08-14	13F	西永资本有限公司		4,691	26.51	420	49.11
2025-08-12	13F	西北互助投资管理公司		13,187	0.20	1,179	18.14
2025-08-14	13F	沃亚投资管理有限公司		229,720	3.19	20,542	21.64
2025-08-07	13F	阿尔法立方投资有限责任公司		2,314		207
2025-08-13	13F	琼斯金融公司有限责任公司		70,010	36.61	6,237	62.40
2025-06-03	13F/A	奥马哈第一国民银行		54,936		4,167
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		102,205	1.48	7,789	-6.07
2025-07-30	13F	阿维迪安财富解决方案有限责任公司		2,500		224
2025-08-11	13F	基石规划集团有限责任公司		133	12.71	13	50.00
2025-07-31	13F	Curio Wealth, 有限责任公司		135	13,400.00	12	20.00
2025-08-14	13F	沃洛里奇投资管理有限公司		676,341	67.19	60,478	97.08
2025-08-08	13F	综合财务规划有限公司/PA		130	0.78	12	22.22
2025-07-31	13F/A	亚飞财富		89	74.51	0
2025-07-16	13F	巴顿基金管理公司		2,922		261
2025-08-29	NP	投票 - 1 号引擎 Transform 500 ETF		5,903	2.13	568	28.86
2025-08-13	13F	系柱集团有限责任公司		72,685	0.30	6	20.00
2025-06-27	NP	RSPF - Invesco S&P 500 等权重金融 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		55,759	3.60	4,249	-4.11
2025-08-11	13F	罗斯柴尔德投资有限公司		911	20.18	81	42.11
2025-08-13	13F	诚信合作伙伴有限责任公司		131,808	15.75	11,786	36.43
2025-08-27	NP	高级系列信托 - AST QMA 大盘股投资组合		32,500		2,906
2025-06-23	NP	IYG - iShares 美国金融服务 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		112,940	1.24	8,607	-6.29
2025-08-13	13F	麦肯齐金融公司		234,029	27.65	20,927	50.47
2025-08-14	13F	水手有限责任公司		2,666,045	4.66	238,387	23.38
2025-05-01	13F	Quest 10 财富建设者有限公司		5		0
2025-07-23	13F	冯托贝尔控股有限公司		22,720	10.51	2,032	30.28
2025-08-29	13F	全面投资管理公司		73		7
2025-08-06	13F	AE 财富管理有限责任公司		54,865	2.48	4,906	20.81
2025-04-16	NP	CLSE - 融合多/空股票 ETF		0	-100.00	0	-100.00
2025-08-14	13F	EP 财富顾问公司		2,532		226
2025-08-14	13F	沿海桥梁顾问有限责任公司		9,570	1.25	856	19.25
2025-08-28	NP	TOPC - iShares 标准普尔 500 指数 3% 上限 ETF		91		8
2025-07-28	13F	纽约州教师退休制度		320,906	0.01	29	16.67
2025-08-14	13F	峰会步道顾问有限公司		3,627		324
2025-08-28	NP	WFIVX - Wilshire 5000 指数基金投资类别		2,017	25.75	180	48.76
2025-08-28	NP	Lord Abbett SERIES FUND INC - 中型股票投资组合 VC 级		49,466	6.11	4,423	25.08
2025-08-13	13F	马歇尔·韦斯律师事务所		97,823		8,747
2025-07-24	NP	HNDRX - Horizon 定义风险基金投资者类别		6,324	8.25	528	9.32
2025-07-16	13F	MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH		743,463	12.33	66,480	32.41
2025-07-25	13F	我们是一七有限责任公司		3,998	9.32	358	28.88
2025-06-24	NP	SFLNX - 嘉信基本美国大公司指数基金机构股 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		41,267	2.45	3,145	-5.19
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		178,651	7.53	13,615	-0.48
2025-08-11	13F	钷顾问有限责任公司		31,402	16.28	2,808	37.06
2025-08-14	13F	Principia 财富咨询有限公司		29	107.14	3	100.00
2025-08-06	13F	福克斯运行管理有限公司		5,469		489
2025-08-14	13F	本杰明·爱德华兹公司		478,957	1.60	42,828	19.76
2025-08-12	13F	阿维索金融公司		9,846	46.85	880	73.23
2025-08-13	13F	汇丰控股有限公司		1,074,625	15.92	96,003	36.81
2025-08-11	13F	先锋集团公司		55,800,000	5.32	4,989,636	24.15
2025-07-09	13F	信托联盟有限责任公司		25,012	18.90	2,237	40.19
2025-08-14	13F	灯塔投资伙伴有限责任公司		180,338	59.59	16,126	88.11
2025-08-26	NP	EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级		970	0.62	87	17.81
2025-06-30	NP	QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF		6,603	16.76	503	8.17
2025-07-30	NP	KRMA - Global X Conscious Companies 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		41,099	1.55	3,433	2.48
2025-07-24	13F	美国合众银行\de\		64,153	35.91	5,737	60.22
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		267,098	5.39	20,356	-2.46
2025-06-25	NP	FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		97,303	30.80	7,415	21.06
2025-06-26	NP	JHML - 约翰汉考克多因素大盘 ETF		14,260	1.03	1,087	-6.54
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		10,811	108.95	824	93.19
2025-07-15	13F	毅力家族办公室有限责任公司		246	13.36	22	31.25
2025-08-14	13F	简街集团有限责任公司	Call	126,400	122.93	11,303	162.78
2025-08-13	13F	灯塔普安特顾问有限责任公司		4,514		404
2025-08-14	13F	简街集团有限责任公司		7,205,132	40,335.11	644,283	47,589.27
2025-08-04	13F	奎克财富管理有限责任公司		18		2
2025-08-14	13F	斯诺登资本顾问有限责任公司		87,470	53.09	7,822	80.46
2025-08-14	13F	贝恩资本公共股权管理有限公司		649,427		58,072
2025-05-15	13F	格伦梅德信托公司		144,106	313.20	10,932	305.45
2025-08-13	13F	华尔街眼资本有限责任公司	Put	2,300		206
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		5,522	1.49	461	2.44
2025-07-31	13F	奎斯特合作伙伴有限责任公司		25,910	5,735.59	2,317	6,918.18
2025-08-11	13F	鹏瑞利投资顾问有限公司		2,717		243
2025-05-27	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		1,795	25.35	136	23.64
2025-08-28	NP	TPLC - Timothy Plan 美国大盘核心 ETF		18,704	3.72	1,673	22.31
2025-08-06	13F	真实财富设计有限责任公司		596	5,318.18	53
2025-07-11	13F	格罗夫银行与信托		351	7.34	31	29.17
2025-07-25	13F	宁静合作伙伴有限责任公司		7,482		669
2025-08-01	13F	罗斯比金融（LCC）		168	35.48	15	66.67
2025-08-12	13F	关闭资产管理有限公司		611,670	0.92	55	20.00
2025-06-30	NP	PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,247	21.19	95	13.10
2025-08-13	13F	施罗德投资管理集团		116,890	2.24	10,452	22.05
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		106,529	2.87	8,899	3.81
2025-03-27	NP	SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级		3,083	242.18	254	283.33
2025-08-25	NP	PRINCIPAL VARIABLE CONTACTS FUNDS INC - 股权收益账户 1 类		74,475	1.39	6,660	19.51
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		28,021	1.76	2,135	-5.82
2025-08-12	13F	CIBC 私人财富集团有限责任公司		8,244	13.29	737	52.59
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		7,401	6.97	564	-0.88
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		15,708,367	8.09	1,404,642	27.42
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		570,109	11.62	50,979	31.58
2025-08-14	13F	多元化咨询服务有限公司		29,334	614.07	2,820	806.43
2025-07-29	13F	卡纳瓦资本管理有限公司		82,886	0.47	7,412	18.42
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		386,064	1.49	34,522	19.62
2025-08-27	NP	PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF		411		37
2025-08-13	13F	裸金融服务公司		54	500.00	5
2025-08-14	13F	高盛集团公司		5,669,535	5.34	506,970	24.17
2025-08-12	13F	美国世纪公司		2,491,553	0.34	222,795	18.27
2025-07-25	NP	SNPE - Xtrackers S&P 500 ESG ETF		21,930	13.24	1,832	14.29
2025-08-27	NP	RYDEX 可变信托 - S&P 500 2x 策略基金可变年金		640	285.54	57	375.00
2025-08-14	13F	霍华德休斯医学院		89		8
2025-08-08	13F	美国信安金融集团		2,360,462	4.05	211,073	22.65
2025-07-21	13F	富通资本顾问有限公司		12,949	3.51	1,158	21.92
2025-08-05	13F	柏拉图投资管理有限公司		16	6.67	1	0.00
2025-08-28	NP	BCDF - Horizon Kinetics 区块链开发 ETF		11,142	26.30	996	48.88
2025-07-25	NP	SNPG - Xtrackers S&P 500 Growth ESG ETF		176	93.41	15	180.00
2025-07-25	NP	MFSV-MFS主动价值ETF		12,882	37.33	1,076	38.66
2025-08-07	13F	虎钳技术公司		5,204	92.38	465	122.49
2025-08-11	13F	绿地资本管理有限公司		10,836		969
2025-08-14	13F	DRW 证券有限责任公司	Call	5,100		456
2025-08-14	13F	拉弗蒂资产管理有限责任公司		137,441	1.31	12,290	19.42
2025-08-26	NP	Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票		10,294	8.74	920	28.13
2025-08-13	13F	NEOS投资管理有限责任公司		30,197	21.56	2,700	43.31
2025-07-09	13F	派恩斯财富管理有限公司		2,416		218
2025-08-14	13F	韦瑟比资产管理公司		27,302	67.47	2,441	93.73
2025-07-30	NP	APUE - ActivePassive 美国股票 ETF		20,973	220.93	1,752	224.44
2025-06-26	NP	DFSU - 维度美国可持续发展核心 1 ETF		20,460	4.34	1,559	-3.41
2025-08-08	13F	福斯塔·阿普丰登		89,100	0.68	7,967	18.68
2025-08-05	13F	GPS 财富策略集团有限责任公司		5	400.00	0
2025-08-26	NP	QCSCRX - 社会选择账户类别 R1		188,823	4.05	16,885	22.65
2025-08-25	NP	MEFAX - MassMutual Select 中盘增长基金 A 类		80,305	22.49	7,181	44.38
2025-07-10	13F	财富增值咨询服务有限公司		49,317	30.25	4,442	54.67
2025-07-24	NP	Horizon Funds - HORIZON EXPEDITION PLUS ETF		832	204.76	70	213.64
2025-08-12	13F	克利尔街市场有限责任公司		278		25
2025-08-13	13F	United Super Pty Ltd 作为建筑工会养老金基金受托人		7,300		653
2025-08-12	13F	改变路径有限责任公司		7,917		708
2025-08-28	NP	CPAEX - Counterpoint Tactical Equity Fund A 类股票		3,847	43.81	344	165.89
2025-08-14	13F	LMR 合伙人律师事务所		2,858		256
2025-08-14	13F	千禧管理有限公司	Call	31,700	380.30	2,835	466.80
2025-08-14	13F	千禧管理有限公司	Put	37,000		3,309
2025-08-14	13F	加拿大皇家银行		655,164	11.69	58,585	31.66
2025-08-14	13F	千禧管理有限公司		969,426	642.79	86,686	775.62
2025-06-24	NP	创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF		8,781	830.19	669	768.83
2025-08-27	NP	高级系列信托 - Ast Prudential Growth Allocation Portfolio		123,500	59.86	11,043	88.45
2025-08-13	13F	范赫尔岑资产管理有限责任公司		69,819	8.58	6,243	27.98
2025-06-30	NP	PALC - Pacer Lunt 大盘多因素交流发电机 ETF		17,559	139.68	1,338	0.98
2025-08-20	NP	全国可变保险信托 - NVIT S&P 500 指数基金 IV 级		36,450	4.59	3,259	23.31
2025-08-27	NP	VMVIX - 先锋中盘价值指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,080,471	4.37	275,456	23.02
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		821	2.50	73	21.67
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		298,391	0.73	26,682	18.74
2025-08-14	13F	克雷斯特蒙特私人财富有限责任公司		9,720	5.86	869	24.86
2025-08-06	13F	爱格夫管理有限公司		9,206		823
2025-08-14	13F	加拿大养老金计划投资委员会		393,255	90.48	35,165	124.53
2025-07-29	13F	北欧联合银行投资管理公司		437,226	1.78	38,869	20.88
2025-08-27	NP	VANGUARD 可变保险基金 - 平衡投资组合 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		512,554	26.49	45,833	49.10
2025-08-20	NP	QMNIX - AQR 股票市场中性基金 I 类		16,361		1,463
2025-08-27	NP	高级系列信托 - Ast 平衡资产配置投资组合		149,500	105.92	13,368	142.75
2025-08-01	13F	纽约人寿投资管理有限公司		61,799	1.17	5,526	19.27
2025-07-16	13F	第一美国银行		34,446	5.60	3,080	24.49
2025-07-17	13F	范式金融合作伙伴有限公司		2,337		209
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		768,296	16.00	68,701	42.08
2025-08-14	13F	麦格理集团有限公司		287,211	0.25	25,682	18.17
2025-08-13	13F	Fi3 财务顾问有限责任公司		2,623		235
2025-08-12	13F	嘉信理财投资管理公司		2,462,158	1.89	220,166	20.10
2025-07-15	13F	福斯特维克多财富顾问有限责任公司		283,172	1.20	25,437	27.09
2025-08-27	NP	VIMSX - 先锋中盘指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10,771,307	8.70	963,170	28.13
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		77,374	1.96	6,919	20.19
2025-06-26	NP	DVRAX - MFS 全球另类策略基金 A		3,757	6.82	286	-1.04
2025-06-30	NP	EGLE - Global X 标准普尔 500 美国收入领先者 ETF		34		3
2025-08-07	13F	卫报合伙公司		40,325	0.50	3,622	22.82
2025-08-26	NP	机构投资策略基金		33	17.86	3	0.00
2025-08-13	13F	格林威治财富管理有限责任公司		30,085	0.62	3	0.00
2025-06-24	NP	创新者 ETF 信托 - 创新者股票管理场内 ETF		27,833	18.50	2,121	9.67
2025-08-26	NP	GSPY - Gotham 增强型 500 ETF		14,443	610.78	1,291	738.31
2025-08-13	13F	贝尔德金融集团有限公司		170,095	1.33	15,210	19.44
2025-08-12	13F	维度基金顾问有限公司		2,649,073	0.58	236,881	18.57
2025-08-11	13F	野村资产管理有限公司		163,135	21.46	14,588	43.16
2025-08-29	NP	ETADX - Eventide 股息机会基金 A 类股票		436,700	13.59	39,050	33.90
2025-08-13	13F	第一国家顾问有限责任公司		10,474	3.03	937	21.40
2025-07-23	13F	REAP金融集团有限责任公司		272	186.32	24	242.86
2025-08-12	13F	伊芙琳合伙投资管理有限公司		297,019	2,662.97	28,267	33.50
2025-07-24	13F	IFP 顾问公司		11,702	2,307.82	1,060	2,844.44
2025-08-28	NP	指数 - S&P 500(R) 等权重空载股		884	2.91	79	21.54
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类		17,361	7.23	1,552	26.38
2025-03-31	NP	创新者 ETF 信托 - 创新者 IBD 突破机会 ETF		938		77
2025-08-29	NP	ETAMX - Eventide 多元资产收益基金 A 类		74,122	6.99	6,628	26.11
2025-07-25	13F	捐赠财富管理公司		3,070		275
2025-08-08	13F	新泽西州警察和消防员退休系统		62,825	4.44	5,618	23.10
2025-08-11	13F	沃杜州银行		25,057	6.46	2	100.00
2025-08-13	13F	法国集团		71,737	20.67	6,386	40.69
2025-07-16	13F	签名有限责任公司		8,124	17.43	726	38.55
2025-08-11	13F	美国信安证券公司		3,568	68.62	319	95.71
2025-08-14	13F	奥斯特维斯资本管理公司		1,000	19,900.00	89
2025-08-01	13F	达美投资管理有限责任公司		2,816		252
2025-07-11	13F	多元化信托公司		4,020	1.46	359	19.67
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		31,149	3.45	2,602	4.41
2025-08-14	13F	视差波动率顾问公司，有限合伙人	Call	20,600		1,842
2025-08-22	NP	CVLC - Calvert 美国大盘核心责任指数 ETF		5,095	11.39	456	31.50
2025-08-14	13F	视差波动率顾问公司，有限合伙人		1,751		157
2025-08-14	13F	视差波动率顾问公司，有限合伙人	Put	2,600		232
2025-06-26	NP	LAFFX - Lord Abbett 附属基金公司 A 类		958,805	150.13	73,071	131.51
2025-08-08	13F	哈特兰有限公司		4,101	50.16	367	76.81
2025-08-08	13F	Geode资本管理有限公司		11,456,699	0.79	1,020,366	18.68
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		32,115	18.66	2,683	19.73
2025-08-25	NP	美国互助投资公司 - Catholic Values Index 基金类别		72	1.41	6	20.00
2025-07-17	13F	绿叶信托		15,161	25.71	1,356	48.25
2025-07-25	NP	SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		208,985	1.21	17,459	2.14
2025-08-27	NP	TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务		9,827	3.57	879	22.11
2025-07-17	13F	催化财富 RIA 有限责任公司		8,590		768
2025-07-28	NP	TWGGX - 专注于全球成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		180,590	3.69	15,086	4.64
2025-07-28	NP	AVSU - Avantis 责任美国股票 ETF		476	6.73	40	8.33
2025-08-20	NP	LSAAX - LoCorr 战略配置基金 A 类		329	98.19	29	141.67
2025-08-13	13F	第一生命保险株式会社		29,060	0.75	2,599	18.74
2025-08-18	13F	金刚狼贸易有限公司		6,307		562
2025-08-13	13F	亚利桑那州退休系统		126,078	1.16	11,274	19.24
2025-07-17	13F	珍尼·蒙哥马利·斯科特有限责任公司		47,837	10.83	4	33.33
2025-06-26	NP	HQIAX - 哈特福德股票收益基金 A 类		848,498	9.34	64,664	1.20
2025-07-31	13F	菲尔德资本集团有限责任公司		4,253	2.95	380	21.41
2025-07-31	13F	R平方有限公司		5,668	10.06	507	29.74
2025-08-20	NP	QLFIX - AQR LSE 融合基金 I 类		46		4
2025-08-29	NP	EPS - WisdomTree 美国大型基金不适用		8,266	1.41	739	19.58
2025-08-14	13F	法灵顿资本有限公司		5,680		508
2025-08-01	13F	Envestnet资产管理公司		2,689,196	54.83	240,468	82.51
2025-07-28	NP	ISPY - ProShares 标准普尔 500 高收益 ETF		6,517	17.61	544	18.78
2025-08-28	NP	TFAFX - 战术增长配置基金 I 类		530	70.97	47	0.00
2025-07-25	13F	塞罗太平洋财富顾问有限责任公司		2,326		208
2025-08-14	13F	前沿资本管理有限公司		313,276	30.17	28,013	53.45
2025-08-14	13F	维登咨询有限责任公司		11,638	11.17	1,041	30.98
2025-06-23	NP	PPSFX - 大型股价值基金 III R-3		10,067	8.97	767	0.92
2025-08-21	NP	LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票		9,483		848
2025-08-14	13F	布斯贝基金管理有限公司		2,342		209
2025-08-07	13F	佩登和里格尔		131,000	29.96	12	57.14
2025-07-14	13F	AdvisorNet 金融公司		406	8.85	36	28.57
2025-06-27	NP	PCLVX - PACE 大型公司价值股权投资 P 类		132,549	150.09	10,102	131.46
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		136,215	0.49	11,379	1.42
2025-08-05	13F	克拉罗顾问有限责任公司		3,105	7.18	278	26.48
2025-08-01	13F	霍华德资本管理公司		2,981		267
2025-08-07	13F	HighPoint 顾问集团有限责任公司		5,714	24.98	511	46.97
2025-08-04	13F	阿特里亚投资有限公司		50,449	91.32	4,511	125.55
2025-07-17	13F	汉森与多雷姆斯投资管理公司		70		0
2025-08-29	NP	JHCMX - 约翰汉考克基本股票收益基金 R6 类		4,390		393
2025-08-04	13F	俄亥俄州		379,503	9.68	33,935	29.29
2025-08-18	13F	吉诺斯财富管理公司		623	4.36	56	22.22
2025-08-05	13F	密歇根州退休系统		112,390	0.09	10,050	17.97
2025-07-23	13F	Trueblood 财富管理有限责任公司		13,191	0.08	1,180	18.02
2025-08-13	13F	Natixis 顾问有限公司		707,777	8.18	63	28.57
2025-08-13	13F	地理财富管理有限责任公司		9,968	135.04	891	177.57
2025-07-28	13F	贝福瑞斯特资本有限公司		417		37
2025-08-22	NP	FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		13,600	63.86	1,216	-30.24
2025-08-14	13F	安科拉顾问有限责任公司		2,036	6.26	182	25.52
2025-07-14	13F	太平洋合作伙伴公司		32		3
2025-07-22	13F	IMC-芝加哥有限责任公司		15,591		1,394
2025-07-22	13F	IMC-芝加哥有限责任公司	Put	38,300	21.20	3,425	42.85
2025-08-13	13F	资本基金管理公司		25,634		2,292
2025-07-29	13F	商财富合作伙伴有限责任公司		5,103	9.09	456	28.81
2025-07-29	NP	景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF		45,184	6.09	3,775	7.06
2025-08-13	13F	Centiva 资本有限合伙人		24,173		2,162
2025-08-14	13F	农林中金银行		23,258	7.53	2,080	26.77
2025-07-29	13F	斯坦利拉曼集团有限公司		8,706	2.69	778	21.00
2025-06-25	NP	IMCV - iShares Morningstar 中盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		19,572	1.20	1,492	-6.34
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类		16,250	0.18	1,453	18.13
2025-08-11	13F	经验金融有限责任公司		12,605	0.34	1,127	18.38
2025-08-13	13F	佛罗里达州退休系统国家管理局		390,362	1.20	34,906	19.30
2025-07-29	13F	芝加哥合伙人投资集团有限责任公司		5,714		504
2025-08-14	13F	BI 资产管理 Fondsmaeglerselskab A/S		17,874	43.57	2
2025-08-04	13F	阿卡迪奥斯财富顾问		9,299		832
2025-07-28	NP	UPRO - ProShares UltraPro S&P500		21,120	14.82	1,764	15.90
2025-08-04	13F	阿卡迪奥斯财富顾问	Put	500		45
2025-07-25	13F	阿波罗财富管理有限责任公司		12,931	20.02	1,156	41.49
2025-07-24	NP	EVUS - iShares ESG Aware MSCI 美国价值 ETF		1,184	17.34	99	18.07
2025-07-09	13F	雷耶斯金融架构有限公司		200		18
2025-07-28	NP	AVUQ-Avantis美国优质ETF		360		30
2025-06-27	NP	HAPI - 港湾企业文化ETF		8,409	11.33	641	3.06
2025-08-06	NP	林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级		55,797	143.55	4,989	187.22
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		146,825	20.62	13,129	42.18
2025-08-27	NP	TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始		2,525	2.68	226	20.97
2025-08-13	13F	双峰财富顾问有限责任公司		284		27
2025-04-01	NP	FYLG - Global X Financials 备兑看涨期权和成长 ETF		119	13.33	10	28.57
2025-08-14	13F	综合财富概念有限责任公司		4,710		421
2025-08-14	13F	托罗索投资有限责任公司		53,307	95.16	4,767	130.02
2025-07-29	13F	切维蔡斯信托控股公司		1,027,255	1.42	91,857	19.55
2025-07-21	13F	乐凯资产管理有限公司		25,473		2,278
2025-08-12	13F	APG 资产管理公司		232,700	2.96	17,726	11.69
2025-08-13	13F	柏瑞投资有限公司		195,159	218.57	17,451	275.53
2025-08-13	13F	曼宁纳皮尔顾问有限公司		914,130	6.12	81,741	25.09
2025-08-08	13F	Gts 证券有限公司		3,328		298
2025-06-26	NP	LDFVX - Lord Abbett 基本股票基金 A 类		368,992	6.56	28,121	-1.37
2025-07-24	NP	USCL - iShares 气候意识与转型 MSCI 美国 ETF		29,430	6.86	2,459	7.85
2025-08-14	13F	桑迪亚投资管理有限公司		5,000		447
2025-08-28	NP	Lord Abbett SERIES FUND INC - 增长和收入投资组合 VC 级		91,819	4.67	8,210	23.38
2025-07-29	13F	地区金融公司		30,218	12.31	2,702	32.39
2025-07-31	13F	三井住友信托控股公司		1,136,293	1.55	101,607	19.71
2025-08-08	13F	国民年金服务		586,473	0.83	52,442	18.85
2025-08-14	13F	黑暗森林资本管理有限公司		52,158	4.63	4,664	23.33
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		917,761	0.78	69,943	-6.72
2025-08-04	13F	五月花财务顾问有限责任公司		5,027	0.22	450	18.16
2025-08-14	13F/A	斯科波斯实验室有限公司		3,022	24.31	270	46.74
2025-08-08	13F	IMA 财富公司		4		0
2025-07-29	13F	私人信托公司		5,656	2.48	506	20.81
2025-08-07	13F	米德资产管理公司		426		38
2025-06-18	NP	POGAX - Putnam 成长机会基金 A 类股票		1,230,447	10.11	93,772	1.91
2025-07-23	13F	马里兰州退休金系统		20,044	4.10	1,792	22.74
2025-08-14	13F	信托信托公司		10,378	0.92	928	18.97
2025-08-08	13F	KBC 集团		127,258	10.25	11	37.50
2025-06-25	NP	MNHCX - Pro-Blend(R) 最大期限系列 L 级		53,393	87.07	4,069	73.15
2025-08-25	NP	GEFPX - Gotham 增强型 500 Plus 基金机构类别		330	150.00	30	190.00
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		414,828	2.76	34,655	3.70
2025-07-24	13F	拉米雷斯资产管理公司		15,451	385.58	1,382	473.03
2025-08-14	13F	哥谭资产管理有限公司		185,434	63.84	16,582	93.14
2025-07-23	13F	劳布布洛克资本管理有限公司		158,068		14,134
2025-08-08	13F	MTM 投资管理有限责任公司		122		11
2025-08-29	NP	JAFGX - 资本增值信托资产净值		63,839		5,708
2025-07-28	13F	忠利资产管理有限公司		32,380		2,895
2025-08-14	13F	迪尔伯恩合伙公司		329,573	0.21	29,470	18.13
2025-06-26	NP	GLOF - iShares Edge MSCI 多因子全球 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		990	12.24	75	4.17
2025-08-14	13F	北卡罗来纳州财政部长		192,645	2.20	17	21.43
2025-08-27	NP	Brighthouse Funds Trust II - Frontier 中型成长投资组合 A 类		79,636	31.94	7,121	55.55
2025-08-14	13F	德肖公司		1,003,678	1,194.43	89,749	1,425.81
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		3,260	4.42	292	23.31
2025-08-12	13F	格莱斯顿机构咨询有限责任公司		7,541	0.87	674	18.87
2025-07-25	13F	斯蒂芬斯咨询有限公司		16		1
2025-08-26	NP	IXG - iShares 全球金融 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		16,398	3.29	1,466	21.76
2025-08-12	13F	摩根大通公司		1,279,199	20.05	114,395	41.51
2025-07-08	13F	上升顾问有限责任公司		260	10.64	23	35.29
2025-08-12	13F	摩根大通公司	Call	133,000	79.25	11,893	111.30
2025-08-12	13F	摩根大通公司	Put	120,200	51.39	10,748	78.45
2025-08-14	13F	骏利亨德森集团有限公司		81,427	35.31	7,279	61.54
2025-06-25	NP	PYVLX - Payden 股权收益基金（投资者类别）		96,000		7,316
2025-07-25	13F	红杉财务顾问有限责任公司		66,780	16.81	5,971	37.68
2025-07-30	NP	FSAKX - 战略顾问美国全股票基金		207,682	258.43	17,350	261.74
2025-07-31	13F	奥本海默资产管理公司		68,198	44.16	6,098	69.96
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		264,798	2.74	23,678	21.11
2025-07-18	13F	库珀金融集团		2,254		202
2025-08-22	NP	可变保险产品基金 II - 反向基金投资组合初始类别		18,600	29.17	1,663	-45.01
2025-04-01	NP	XYLE - Global X S&P 500 ESG 备兑看涨 ETF		31	40.91	3	100.00
2025-07-09	13F	克拉鲁斯财富顾问		14,698	20.06	1,302	47.79
2025-07-25	NP	PMSAX - 全球多策略基金A类		2,839	3.80	237	4.87
2025-06-05	NP	GTLOX - 量化美国大盘核心股票投资组合 - 顾问股票		35,790		2,728
2025-07-25	13F	韦尔奇集团有限责任公司		4,951	0.08	443	19.46
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		63,534	6.98	5,308	7.95
2025-08-27	NP	LGH - HCM Defender 500 指数 ETF		2,728	27.72	244	50.00
2025-08-27	NP	高级系列信托 - Ast 资本增长资产配置投资组合		100,200	96.47	8,960	131.62
2025-08-01	13F	摩根罗塞尔财富管理有限责任公司		100	1.01	9	14.29
2025-08-20	NP	QNZNX - AQR 可持续多空股票碳意识基金 N 类		382		34
2025-08-14	13F	Point72 资产管理有限合伙人	Call	10,500	87.50	939	121.23
2025-08-13	13F	克雷塞特资产管理有限责任公司		12,615	1.57	1,128	19.75
2025-08-14	13F	Point72 资产管理有限合伙人	Put	5,700	338.46	510	419.39
2025-08-12	13F	泛微咨询集团		2,922	0.07	261	18.10
2025-06-26	NP	贝莱德基金 - iShares 罗素中型股指数机构基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		71,143	1.02	5,422	-6.50
2025-08-04	13F	HBK 资源咨询有限责任公司		2,734		244
2025-08-12	13F	少尉峰顾问公司		210,996	1.84	18,867	20.05
2025-08-13	13F	西北互助财富管理公司		69,529	8.62	6,217	28.05
2025-08-13	13F	箭街资本有限合伙企业		514,451	71.00	46,002	101.57
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		78,242	7.64	6,536	8.64
2025-08-11	13F	赖夫艾森银行国际股份公司		405,221	123.14	35,680	162.29
2025-08-14	13F	间隔合伙人有限合伙人		128,514	34.95	11,492	59.07
2025-08-14	13F	选择股权集团，有限合伙人		1,233,044		110,259
2025-08-05	13F	关键金融公司		69		6
2025-08-07	13F	Hennion & Walsh 资产管理公司		57,239	42.14	5,118	67.58
2025-08-29	NP	STXG-Strive 1000 成长 ETF		1,279	4.24	114	22.58
2025-07-17	13F	CWA资产管理集团有限责任公司		2,845		254
2025-08-15	13F	卡克斯顿联合律师事务所		3,224		288
2025-06-30	NP	NSFLX - Natixis 可持续未来 2055 基金 N 类		776	1.44	59	-4.84
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级		26,697	0.25	2,035	-7.21
2025-06-23	NP	LGPIX - 大盘成长型基金投资者类别		361	111.11	28	92.86
2025-08-05	13F	美国资本咨询有限责任公司		18	50.00	2
2025-08-14	13F	苏黎世保险集团有限公司/FI		363,960		32,545
2025-06-05	NP	GWILX - 女性领导力美国股票投资组合		5,208		397
2025-07-14	13F	富达财富管理		110	23.60	10	50.00
2025-08-15	13F	大西人寿保险公司 /can/		1,653,510	7.54	148	27.59
2025-07-17	13F	创世纪私人财富有限责任公司		2,402		215
2025-07-22	13F	Relyea 扎克伯格汉森有限责任公司		2,357		211
2025-08-12	13F	熵技术有限公司		5,700		510
2025-08-08	13F	拉森金融集团有限责任公司		1,535	55.21	137	82.67
2025-08-14	13F	汉考克·惠特尼公司		12,158		1,087
2025-08-14	13F	Nissay 资产管理公司 /日本/ /adv		54,142	2.29	4,841	20.57
2025-08-22	NP	PHEQ - 参数对冲股票 ETF		2,943	9.85	263	29.56
2025-08-06	13F	OneAscent 家族办公室有限责任公司		2,949		0
2025-06-26	NP	MSTVX - 晨星另类基金				-384	25.99
2025-07-09	13F	布鲁斯·艾伦投资有限责任公司		285	72.73	25	108.33
2025-08-11	13F	Qsemble 资本管理有限合伙人		74,792	81.12	6,688	113.51
2025-07-24	NP	SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF		27,980	16.73	2,337	17.79
2025-06-26	NP	ETLGX - E*TRADE 免费大盘指数基金		59		4
2025-08-25	NP	MFS 可变保险信托 - MFS 成长系列初始类别		162,701		14,549
2025-04-25	NP	SPLV - Invesco S&P 500 低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		892,776	1.00	73,904	0.74
2025-07-29	NP	JSTC - Adasina 社会正义全盘全球 ETF		23,752	17.05	1,984	18.17
2025-07-22	13F	HFM投资顾问有限责任公司		12	200.00	1
2025-08-14	13F	两个西格玛证券有限公司		6,295		563
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		28,108	5.91	2,348	6.92
2025-07-09	13F	捷克国家银行		101,041	6.32	9,035	25.33
2025-07-10	13F	长板资产管理有限公司		2,753	0.73	246	18.84
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		3,552	23.68	318	46.08
2025-08-12	13F	真实与真实有限责任公司		11,342	7.80	1,014	27.07
2025-08-07	13F	传统财务顾问公司		8,917		797
2025-07-28	NP	QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		12,754	7.97	1,065	9.01
2025-06-27	NP	DUBS - Aptus 大盘增强收益 ETF		1,704	4.80	130	-3.01
2025-08-26	NP	UDIV - 富兰克林 LibertyQ 全球股息 ETF		1,326		119
2025-08-12	13F	Axq资本有限合伙人		6,056		542
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		221,522	8.96	18,506	9.96
2025-08-22	NP	FVHKV - 对冲股票投资组合服务类别		229		20
2025-08-14	13F	瑞银集团	Put	1,300		116
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		766,081	0.43	63,998	1.35
2025-06-26	NP	贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		229	12.25	17	6.25
2025-08-22	NP	XAOKX - 指数 500 投资组合初始类别		133,681	0.09	11,954	17.98
2025-03-28	NP	AWSHX - 华盛顿共同投资者基金 A 类		4,549,969	13.16	374,644	26.05
2025-08-14	13F	第一资产管理有限公司		65,995	159.83	5,874	208.83
2025-08-14	13F	隆奥资产管理（欧洲）有限公司		39,000	254.55	3,487	318.11
2025-08-26	NP	GFSYX - 机构战略另类基金				-253	17.76
2025-08-25	NP	HIAGX - 哈特福德纪律股票 Hls 基金 Ia		357,070	7.88	31,929	27.17
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		30,154	18.35	2,519	19.44
2025-07-10	13F	韦蒙特私人资本		4,417	7.42	397	34.69
2025-08-14	13F	LWM 咨询服务有限公司		4,676		418
2025-07-14	13F	怀特纳资本管理公司		12,436	1.85	1,112	20.09
2025-07-14	13F	公园大道证券有限公司		9,868	30.70	1
2025-08-13	13F	奥斯特鲁姆资产管理公司		38,129	2.91	3,409	21.32
2025-08-25	NP	GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票		929	2,554.29	83	4,050.00
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		40,296	1.83	3,603	20.06
2025-08-12	13F	美洲投资伙伴公司		27,683	1.21	2,475	19.29
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		9,536	3.24	853	21.71
2025-07-14	13F	伽玛投资有限责任公司		15,442	3.73	1,381	22.23
2025-08-27	NP	VBINX - 先锋平衡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		296,132	5.36	26,480	24.20
2025-07-30	NP	ZECP - Zacks 收益一致投资组合 ETF		13,327	5.95	1,113	6.92
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		58,144	16.07	4,857	17.15
2025-08-12	13F	指娱天地管理有限公司		5,336	22.98	477	44.98
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		28,017	4.61	2,135	-3.17
2025-08-25	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类		27,030	4.60	2,417	23.32
2025-08-20	13F	北达拉斯银行与信托公司		2,288		205
2025-08-27	NP	CSXAX - Calvert 美国大盘核心责任指数基金 A 类		63,072	11.56	5,640	31.51
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		13,897	43.14	1,244	70.88
2025-07-22	13F	切奇资本顾问有限公司		6,769	0.56	605	18.63
2025-08-11	13F	Aptus 资本顾问有限公司		2,555		228
2025-08-15	13F	Captrust 财务顾问		25,980	48.84	2,323	75.45
2025-08-22	NP	FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		39,800	56.25	3,559	-33.48
2025-08-14	13F	Capitolis Liquid 全球市场有限责任公司		254,152	133.17	22,726	174.87
2025-08-13	13F	布朗咨询公司		2,549		228
2025-08-08	13F	大西洋信托有限责任公司		9		1
2025-07-29	NP	SDLAX - SIIT 动态资产配置基金 - A 类		10,928	13.57	913	14.57
2025-08-12	13F	LPL 金融有限责任公司		513,761	10.34	45,941	30.07
2025-06-30	NP	RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,927,147	3.65	146,868	-4.06
2025-07-30	13F	LGT 财务顾问有限责任公司		5		0
2025-07-29	13F	Stratos 财富顾问有限责任公司		6,203	0.18	555	18.12
2025-08-22	NP	CVMC - Calvert 美国中盘核心责任指数 ETF		3,087	7.52	276	27.19
2025-07-29	NP	SEHAX - SIIT美国股票因子配置基金A类		68,876	1.57	5,754	2.49
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		8,291		741
2025-08-29	NP	DLN - WisdomTree 美国大型股红利基金不适用		51,484	2.94	4,604	21.32
2025-07-22	13F	简单财富有限责任公司		6,210	104.88	555	142.36
2025-07-16	13F	佩里贡财富管理有限责任公司		2,424		217
2025-07-24	13F	卡伦家族办公室有限责任公司		9,449	48.73	845	75.47
2025-08-12	13F	伊芙琳合伙投资管理服务有限公司		54,501	51,805.71	5,226	107.30
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		487,062	3.27	43,553	21.72
2025-08-14	13F	埃文泰德资产管理有限公司		544,901	15.56	48,714	36.25
2025-07-14	13F	Counterpoint 共同基金有限责任公司		3,847		344
2025-08-14	13F	Longaeva Partners LP		99,961		8,939
2025-08-11	13F	GW&K 投资管理有限公司		189	4.42	0
2025-08-06	13F	安德拉·AP-丰登		78,000	29.14	6,975	52.24
2025-08-14	13F	洛德雅培有限公司		1,801,204	8.81	161	28.80
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		115,426	8.46	8,797	0.39
2025-07-22	NP	GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF		216,411	2.22	18,079	3.16
2025-07-29	NP	LCIAX - Siit 大盘指数基金 - A 类		14,630	16.76	1,222	17.84
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		172,058		15,385
2025-08-27	NP	保诚系列基金 - 灵活管理投资组合 I 类		179,700	358.42	16,069	440.46
2025-08-13	13F	阿蒙迪		3,535,689	55.71	316,515	88.90
2025-06-27	NP	PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		36,603	7.46	2,790	-0.53
2025-08-14	13F	曼氏集团		877,297	8.38	78,448	27.75
2025-08-14	13F	Xponance公司		96,741	4.03	8,651	22.63
2025-08-26	NP	QCEQRX - 股票指数账户类别 R1		202,479	10.81	18,106	30.62
2025-08-27	NP	HCSRX - 天主教 SRI 增长投资组合 HC 战略股票		422	40.67	38	68.18
2025-08-12	13F	吉特曼财富管理有限责任公司		5,630	87.60	503	121.59
2025-08-13	13F	卡里街合伙人投资咨询有限公司		4,935	2.28	441	20.49
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		353,428	323.24	31,604	398.94
2025-06-26	NP	NUMV - Nuveen ESG 中盘价值 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		35,962	29.13	2,741	19.49
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Call	386,600	48.46	34,570	75.01
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		17,625	1.87	1,343	-5.69
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		140,955	2.60	10,742	-5.03
2025-08-14	13F	匡蒂诺资本管理有限公司		73,598	49.42	6,581	76.15
2025-08-13	13F	安大略省医疗保健养老金计划信托基金		138,990	2,716.98	12,428	3,222.99
2025-08-13	13F	斑眼贸易有限责任公司		20,539		1,837
2025-07-22	13F	贝尔普安特资产管理有限责任公司		12,949	3.51	1,158	21.92
2025-07-21	13F	ASR资产管理公司		12,877	24.96	1,151	47.38
2025-08-20	NP	QRPNX - AQR 另类风险溢价基金 N 级	Short	-2,301	-66.19	-206	-60.27
2025-08-13	13F	阿尔法家族信托		2,400		215
2025-07-22	13F	佩诺布斯科特投资管理公司		40,273	3.02	3,601	21.45
2025-05-15	13F/A	Orion 投资组合解决方案有限责任公司		69,799	16.79	5,295	14.59
2025-07-28	NP	SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		223,627	56.09	18,682	57.53
2025-08-14	13F	Peak6有限责任公司	Call	68,900		6,161
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		594,075	8.55	49,629	9.55
2025-08-14	13F	Peak6有限责任公司	Put	70,100		6,268
2025-08-06	13F	萨凡特资本有限责任公司		30,134	61.67	2,695	90.66
2025-08-26	NP	Profunds - Profund 大盘成长股副总裁		210	9.38	19	28.57
2025-08-13	13F	M&T银行公司		55,006	10.41	4,919	30.14
2025-08-29	NP	STRV - Strive 500 ETF		7,931	5.89	709	24.82
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		25	25.00	2	0.00
2025-06-23	NP	PLFMX - 大型股标准普尔 500 指数基金 R-3		72,909	2.00	5,556	-5.59
2025-08-14	13F	韦斯资产管理有限公司		462,554		41,362
2025-08-20	NP	QMHIX - AQR 管理期货策略 HV 基金 I 类		14,550	-633.75	1,301	-731.55
2025-08-14	13F	都铎投资公司等		102,642		9,178
2025-08-12	13F	德意志银行\		2,025,813	10.68	181,148	30.46
2025-08-14	13F	都铎投资公司等	Call	19,200	28.86	1,717	51.86
2025-08-26	NP	GPIX - 高盛 S&P 500 核心溢价收入 ETF		10,686	69.35	956	99.79
2025-07-10	13F	全球金融私人客户有限责任公司		12,109	1.84	1,083	20.09
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		124,045	0.43	9,453	-7.05
2025-08-27	NP	VWINX - VANGUARD WELLESLEY 收入基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,991,190		178,052
2025-06-24	NP	BBUS - 摩根大通 BetaBuilders 美国股票 ETF		33,590	4.43	2,560	-3.36
2025-06-27	NP	HAPY - 港湾企业文化领袖ETF		609	0.33	46	-6.12
2025-08-12	13F	塞拉峰会顾问有限公司		72,563		6,489
2025-08-14	13F	塞伊投资公司		321,138	3.18	28,718	21.63
2025-06-25	NP	FNCL - 富达 MSCI 金融指数 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		116,622	0.52	8,888	-6.96
2025-06-30	NP	AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级		210,480		16,041
2025-08-01	13F	瑞穗证券美国有限公司		28,573		2,555
2025-08-13	13F	第1832章		602,800		53,902
2025-06-26	NP	FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		18,172	9.71	1,385	1.54
2025-08-13	13F	泰德·布坎公司		2,613		234
2025-07-22	NP	GSPIX - 高盛机构资本增长基金		27,834	0.31	2,325	1.26
2025-05-15	13F	德克萨斯州永久学校基金		46,345		3,532
2025-08-13	13F	罗素投资集团有限公司		350,565	26.62	31,336	49.41
2025-07-21	13F	美洲咨询服务有限责任公司		800		72
2025-08-07	13F	休斯金融服务有限责任公司		43	65.38	4	300.00
2025-08-18	13F	Onefund有限责任公司		884		0
2025-07-21	13F	111资本		11,089	67.03	992	97.02
2025-07-15	13F	巴伦坦合作伙伴有限责任公司		17,247	34.68	1,542	58.81
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		17	13.33	1	0.00
2025-08-13	13F	丽都顾问有限责任公司		22,286	4.50	1,993	23.19
2025-08-11	13F	道明沃特豪斯加拿大公司		115,238	87.28	10,245	118.10
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		11,733,496	2.05	1,049,209	20.30
2025-08-14	13F	FIL有限公司		609,152	20.11	54,470	41.58
2025-07-29	NP	EBI-长景优势ETF		1,198	27.18	100	29.87
2025-05-15	13F	乐天投资管理公司		38,300		2,869
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		405,049	5.94	36,219	24.88
2025-08-25	NP	QWVPX - Clearwater 核心股票基金		6,400	25.49	572	48.19
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		100		8
2025-08-14	13F	拉扎德资产管理公司		814,202	12,221.46	73
2025-08-14	13F	隆奥资产管理公司（瑞士）		84,048	6.03	7,516	24.98
2025-08-14	13F	斯蒂菲尔金融公司		389,512	7.49	34,831	26.71
2025-08-01	13F	莫特利愚人资产管理有限责任公司		29,602	10.65	2,647	30.46
2025-07-29	NP	VADCX - Invesco 等权重标普 500 基金 C 类		174,409	0.98	14,570	1.91
2025-06-27	NP	VEGN - 美国纯素气候 ETF		1,986	4.86	151	-2.58
2025-07-10	13F	PMV 资本顾问有限责任公司		51		5
2025-08-14	13F	极地资产管理合伙公司		11,700		1,046
2025-08-14	13F	金融网络财富顾问有限责任公司		1,042	2.06	93	20.78
2025-08-14	13F	沃隆资本管理有限公司		44,643		3,992
2025-05-01	13F	卡斯资本管理有限公司	Put	1,400		106
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		1,618	0.50	135	1.50
2025-08-22	NP	FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		183,942	27.45	16,448	-45.73
2025-05-22	NP	GONIX - Gotham 中性基金机构类		1,696	22.63	129	20.75
2025-05-01	13F	卡斯资本管理有限公司	Call	2,500		190
2025-07-23	13F	米罗娃美国有限责任公司		64,907		5,804
2025-06-26	NP	IMCB - iShares 晨星中型 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		36,157	1.47	2,756	-6.10
2025-08-27	NP	JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I)		4,250	68.92	380	100.00
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		247,894	7.00	22,167	26.12
2025-08-07	13F	埃弗哈特金融集团有限公司		7,481	10.34	669	29.96
2025-08-12	13F	新英格兰退休计划公司		4,450	0.25	398	18.15
2025-08-14	13F	加拿大帝国商业银行世界市场公司		52,764	4.07	4,718	22.67
2025-08-14	13F	FJ资本管理有限公司		27,803		2,486
2025-07-10	13F	三井住友DS资产管理有限公司		53,310	2.08	4,767	20.32
2025-08-26	NP	Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票		17,728	1,644.88	1,585	1,958.44
2025-08-12	13F	MAI资本管理		21,538	2.25	1,926	20.54
2025-08-14	13F/A	洛克菲勒资本管理有限责任公司		547,452	8.68	48,953	28.11
2025-08-13	13F	古根海姆资本有限公司		11,386	4.41	1,018	23.10
2025-08-05	13F	林伍德普莱斯资本管理有限公司		89,663		8,018
2025-08-05	13F	克雷斯特伍德顾问集团有限责任公司		4,863	6.27	435	25.07
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		50,521	6.59	4,221	7.57
2025-08-06	13F	NVWM有限公司		23	27.78	2	100.00
2025-08-22	NP	FMDE - 富达增强型中盘 ETF		116,206	5.59	10,391	24.47
2025-08-28	NP	Lord Abbett SERIES FUND INC - 基本股票投资组合 VC 级		35,558	1.66	3,180	19.83
2025-08-08	13F	公民金融集团公司/ri		3,871		346
2025-08-27	NP	CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类		7,211	68.40	645	98.77
2025-08-13	13F	Edgestream 合伙人有限合伙人		33,449	1,145.77	2,991	1,373.40
2025-08-14	13F	瑞银资产管理美洲公司		4,588,239	15.25	410,280	35.85
2025-03-27	NP	PTLC - Pacer Trendpilot 美国大盘 ETF		28,454	18.66	2,343	44.39
2025-06-25	NP	FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		11,627	50.18	886	39.09
2025-07-29	13F	斯特拉托斯财富合作伙伴有限公司		57,580	2.76	5,149	21.13
2025-07-30	13F	论坛财务管理有限合伙人		6,589	13.33	589	33.56
2025-08-07	13F	菲德利斯资本合伙人有限责任公司		4,343	1.59	419	30.12
2025-08-11	13F	科维斯特有限公司		709	109.76	0
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		50,775	46.28	3,870	35.37
2025-08-14	13F	原子投资者有限合伙人		11,135	210.34	996	265.81
2025-07-30	NP	ENDW - Cambria 捐赠基金 ETF		187		16
2025-08-05	13F	机械资本公司		30,220	82.72	2,702	115.47
2025-08-08	13F	创意策划		73,096	23.35	6,536	45.41
2025-08-14	13F	格伦鹰顾问有限公司		6,974	1.45	624	19.58
2025-08-27	NP	SUNAMERICA SERIES TRUST - SA 惠灵顿战略多资产投资组合 1 级		16,362	4.15	1,463	22.84
2025-07-31	13F	白金汉战略合作伙伴		8,648	51.06	773	78.11
2025-08-07	13F	纳维利尔联合公司		4,206	0.31	376	14.98
2025-08-14	13F	主要街道合作伙伴有限责任公司		2,476		221
2025-08-20	NP	AQMIX - AQR 管理期货策略基金 I 类		20,346		1,819
2025-08-27	NP	高级系列信托 - Ast 学术策略资产配置投资组合		7,600	171.43	680	220.28
2025-07-21	13F	Empirical Financial Services, LLC dba 实证财富管理		21,678	13.31	1,938	33.56
2025-08-14	13F	联信银行		159,328	91.73	14,247	126.04
2025-07-25	NP	OTCAX - MFS 中型成长基金 A		1,888,876	28.63	157,797	92.44
2025-08-28	NP	北极光可变信托 - 贝恩资本股票机会基金 2 类股份		7,659		685
2025-06-24	NP	MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,819	16.23	139	7.81
2025-08-14	13F	Cinctive资本管理有限责任公司		3,804		340
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类		19,117		1,709
2025-06-24	NP	SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		68,518	16.43	5,222	7.76
2025-07-02	13F	内维尔·罗迪和肖公司		20,275		2
2025-07-17	13F	哈尔伯特·哈格罗夫全球顾问有限公司		62		6
2025-08-14	13F	Glenmede投资管理有限公司		148,588		13,287
2025-08-12	13F	东京海洋资产管理有限公司		14,000	3.93	1,252	22.53
2025-08-12	13F	博雷尔资本管理有限公司		2,271		203
2025-08-15	NP	LCAP——本金增值精选ETF		6,096	163.90	545	211.43
2025-08-27	NP	Jnl 系列信托 - Jnl/wmc 平衡基金 (a)		1,323,081	26.26	118,310	48.83
2025-08-08	13F	金斯维尤财富管理有限公司		2,672		239
2025-08-07	13F	唤起财富有限公司		3,884		347
2025-07-11	13F	阿塞纳贡资产管理公司		271,515	169.06	24,279	217.15
2025-08-28	NP	SPGIX - Simt 大盘成长基金 I 类		12,722		1,138
2025-08-13	13F	纽约州共同退休基金		418,826	7.15	37	27.59
2025-07-31	13F	尼萨投资顾问有限公司		131,504	0.54	11,759	18.51
2025-07-15	13F	财务管理专业人士公司		18		2
2025-08-07	13F	Parkside 金融银行与信托		1,490	3.98	133	23.15
2025-08-12	13F	三菱日联证券美国公司		9,161	25.06	819	47.57
2025-08-12	13F	Virtu 金融有限责任公司		19,912	497.96	2
2025-07-31	13F	Wealthfront 顾问有限公司		27,974	27.78	2,501	50.66
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		4,134	14.29	370	34.67
2025-08-11	13F	科罗拉多州公共雇员退休协会		400,087	1.38	36	20.69
2025-08-12	13F	保德信金融公司		1,365,691	132.50	122,120	174.06
2025-07-15	13F	第五第三银行		45,116	128.64	4,034	169.65
2025-08-11	13F	其他财富有限责任公司		2,341		209
2025-08-06	13F	科技银行/pa		52	173.68	5	300.00
2025-08-22	NP	CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF		551	103.32	49	145.00
2025-08-25	NP	FTCE - First Trust 新构建核心盈利领先 ETF		1,395	1.82	125	20.39
2025-08-07	13F	恩瓦姆有限公司		2,526		242
2025-08-14	13F	全新世顾问有限合伙人		319,308		28,553
2025-08-19	13F	咨询服务网络有限责任公司		8,452	44.92	813	83.94
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		134,208	1.93	12,001	20.14
2025-08-14	13F	舍恩菲尔德战略顾问有限责任公司		341,105	212.56	30,502	268.46
2025-08-26	NP	RBCGX - 雷诺蓝筹成长基金		1,500	57.89	134	83.56
2025-06-26	NP	FEQHX - 富达对冲股票基金		16,380	84.36	1,248	70.73
2025-08-07	13F	弗洛斯巴赫冯斯托奇股份公司		1,172,990	1.21	104,889	19.30
2025-08-12	13F	财富管理资本管理有限公司		70	366.67	6	500.00
2025-06-24	NP	JMOM - 摩根大通美国动量因子 ETF		55,258	549.64	4,211	881.59
2025-08-12	13F	劳雷尔财富顾问有限责任公司		6,796	8,842.11	0	-100.00
2025-08-22	NP	MBAAX - 全球策略师投资组合 A 类股		1,538	3.64	138	22.32
2025-07-25	13F	阿特里亚财富解决方案公司		3,851	37.24	344	62.26
2025-08-29	NP	AIVL - WisdomTree 美国股息除金融基金不适用		113,362	11.57	10,137	31.52
2025-08-06	13F	马拉加湾资本有限责任公司		5,260	77.94	470	109.82
2025-08-28	NP	IWR - iShares Russell 中型 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,441,240	3.55	128,876	22.06
2025-08-06	13F	顾问投资有限责任公司		22,726	0.30	2,032	18.28
2025-08-15	13F/A	乐天证券公司		371	5.70	33	26.92
2025-08-01	13F	Fjarde Ap-fonden /第四瑞典国家养老基金		92,315	8.08	8	33.33
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		3,684	7.16	308	8.10
2025-08-08	13F	三菱日联信托银行		201,684	7.65	18,035	26.89
2025-08-27	NP	TIFF 投资计划 - TIFF 多元资产基金		15,000		1,341
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		569,578	5.71	50,932	24.61
2025-08-04	13F	密钥银行国家协会/哦		13,039	0.14	1,166	18.03
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类		6,420	6.82	489	-1.01
2025-08-12	13F	全球退休合作伙伴有限责任公司		1,204	32.75	108	52.86
2025-08-11	13F	WPG顾问有限责任公司		105	6.06	9	28.57
2025-08-14	13F	基贝克财富管理有限责任公司		42,478	34.35	3,798	58.38
2025-08-18	13F	前排顾问有限责任公司		282		25
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		1,054		94
2025-08-06	13F	范式资产管理有限公司		16,900		1,511
2025-08-12	13F	顾问资产管理公司		3,178		284
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		228,706	4.41	20,451	23.07
2025-08-29	13F	半人马座金融公司		6,437	1.27	1
2025-05-05	13F	林布鲁克资本有限公司		1,998	113.23	152	109.72
2025-06-24	NP	MYSPX - MainStay MacKay S&P 500 指数基金投资者类别		12,789	0.73	975	-6.79
2025-07-15	13F	马瑟集团有限责任公司。		4,241	8.60	379	28.04
2025-08-12	13F	杰富瑞金融集团公司	Call	4,400		393
2025-08-13	13F	地峡合伙人有限公司		2,550		228
2025-08-14	13F	维维恩基金管理有限责任公司	Put	13,400		1,198
2025-08-14	13F	维维恩基金管理有限责任公司		246,150	35.33	22,011	59.52
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		198	6.45	18	21.43
2025-06-24	NP	PGEOX - 波士顿乔治普特南基金 A 类股		15,185		1,157
2025-08-12	13F	伊芙琳合伙资产管理有限公司		387	268.57	35	17.24
2025-08-14	13F	人民币资本管理有限公司		13,042		1,166
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		3,901	0.62	326	1.56
2025-08-13	13F	EverSource 财富顾问有限责任公司		7,766	50.13	694	77.04
2025-08-14	13F	星云研究与开发有限责任公司		44,315	410.95	3,963	503.04
2025-07-25	13F	CWM有限公司		30,179	106.23	3	100.00
2025-08-12	13F	Trexquant 投资有限责任公司		117,229	62.51	10,483	91.56
2025-08-14	13F	长城汽车顾问有限责任公司		37,034	18.92	3,312	40.18
2025-08-14	13F	双山资本有限责任公司		31,149	129.70	2,785	170.91
2025-07-18	13F	那不勒斯全球顾问有限公司		8,730	4.80	781	23.61
2025-07-31	13F	布莱顿琼斯有限公司		4,194		375
2025-08-14	13F	Aqr资本管理有限公司		1,020,770	205.13	91,257	265.77
2025-08-26	NP	IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级		33,685	2.02	3,012	20.29
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		89,415	0.41	7,470	1.33
2025-08-06	13F	韦德布什证券公司		5,056	20.41	0
2025-08-14	NP	FLCGX - QUANTEX FUND 零售类		426	191.78	38	245.45
2025-08-14	13F	普拉纳资本管理有限合伙人	Put	100,000		8,942
2025-08-26	NP	HLEIX - 摩根大通股票指数基金 I 类		90,646	0.21	8,106	18.13
2025-07-22	13F	梅里特金融集团有限责任公司		8,223	125.53	735	166.30
2025-08-01	13F	德克萨斯州教师退休制度		225,911	27.50	20,201	50.29
2025-07-25	13F	并发投资顾问有限公司		29,002	59.08	2,593	87.49
2025-06-25	NP	WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票		9,633	35.28	734	25.26
2025-08-12	13F	Ci投资公司		13,827	3.53	1	0.00
2025-08-08	13F	十字马克全球控股公司		41,893	50.61	3,746	77.54
2025-08-13	13F	阿勒格尼金融集团有限公司		2,368		212
2025-07-28	NP	AVLC - Avantis 美国大盘股票 ETF		1,768	24.33	148	25.64
2025-07-10	13F	瑞典银行		47,053	0.01	4,207	17.91
2025-08-14	13F	和谐资产管理有限公司		2,485		222
2025-07-22	13F	法雷奥财务顾问有限责任公司		6,090	5.42	545	24.20
2025-07-09	13F	亚伦财富顾问有限责任公司		3,031		271
2025-08-13	13F	谢尔顿资本管理公司		2,344		210
2025-08-14	13F	光圈投资者有限责任公司		136,978	15.67	12,249	36.35
2025-08-20	NP	QSPIX - AQR 风格溢价另类基金 I 类	Short	-38,062	-22.79	-3,404	-8.99
2025-07-24	13F	布莱尔·威廉公司		582,098	7.59	52,051	26.82
2025-08-08	13F	加拿大邮政公司注册养老金计划		10,077		901
2025-08-14	13F	Qube研究与技术有限公司		943,776	49.06	84,392	75.70
2025-08-07	13F	肯塔基州教师退休制度		142,265	8.73	13	33.33
2025-07-31	13F	莱维尔投资管理公司		26,156	0.45	2,339	18.38
2025-08-12	13F	FourThought 金融合作伙伴有限责任公司		131,351	0.60	11,745	18.59
2025-08-27	NP	SSPY - 分层大盘指数 ETF		685	23.87	61	48.78
2025-07-22	NP	GALLX - 高盛灵活上限基金 A 类股票		18,709	6.28	1,563	7.21
2025-08-14	13F	Qube研究与技术有限公司	Put	800	60.00	72	91.89
2025-07-08	13F	并行顾问有限责任公司		4,527	1.91	405	20.24
2025-08-06	13F	OneAscent 财富管理有限责任公司		3,853	7.33	0
2025-08-13	13F	象限资本集团有限公司		13,945	31.27	1,247	54.78
2025-08-06	13F	Ethos金融集团有限责任公司		6,882		615
2025-07-31	13F	圣山顾问有限责任公司		2,535		227
2025-08-14	13F/A	巴克莱银行	Call	4,400		0
2025-08-15	13F	Kestra 咨询服务有限责任公司		49,302	48.00	4,409	74.44
2025-07-14	13F	UMA 金融服务公司		388	5.15	35	25.93
2025-07-29	NP	Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF		465	29.53	39	31.03
2025-08-14	13F	石点资本有限责任公司		683,134		61,086
2025-08-28	NP	SSBIX - 道富平衡指数基金 K 类		2,517	4.01	225	22.95
2025-07-16	13F/A	CX 机构		3,349	19.44	0
2025-08-11	13F	卢卡斯山管理有限公司		15,786		1,412
2025-07-22	NP	GSEW - 高盛等权重美国大盘股 ETF		30,009	2.27	2,507	3.21
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		2,049	10.64	156	2.63
2025-08-14	13F	伍德莱合伙公司		44,716	27.90	3,999	50.75
2025-07-29	NP	VWELX - VANGUARD WELLINGTON 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		16,740,203	32.20	1,398,477	33.41
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		13,204	2.67	1,006	-4.91
2025-08-11	13F	品尼高财富规划服务公司		2,373		212
2025-08-14	13F	Ieq资本有限公司		101,423	220.32	9,069	277.72
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		596,147	0.34	53	17.78
2025-07-10	13F	锰服务 Vermogensbeheer BV		161,300	28.73	14	55.56
2025-08-14	13F	Mml 投资者服务有限公司		59,930	167.89	5	400.00
2025-08-12	13F	普特南佛罗里达投资管理公司		25,674		2,296
2025-08-11	13F	入口点资本有限责任公司		10,265	172.79	918	221.75
2025-08-29	NP	MFUS - PIMCO RAFI 动态多因素美国股票 ETF		1,331	8.83	119	29.35
2025-06-25	NP	EXEYX - 股票系列 S 级		14,879	49.66	1,134	38.51
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级		2,958	6.67	265	25.71
2025-08-14	13F	惠灵顿管理集团有限责任公司		41,237,125	25.99	3,687,424	48.52
2025-08-14	13F	Worldquant Millennium Advisors Llc		723,026		64,653
2025-07-30	13F	凤凰控股有限公司		27,267		2,426
2025-08-13	13F	联合爱马仕有限公司		28,140	38.63	2,516	63.48
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		189,101	1.48	14,411	-6.07
2025-07-23	NP	CFMCX - 中型股基金		24,174	4.08	2,019	5.05
2025-08-08	13F	柏灵财富合伙有限公司		25,659	20.10	2,294	41.60
2025-06-26	NP	Dfa Investment Trust Co - 美国大盘价值系列 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		31,395	5,132.50	2,393	4,781.63
2025-08-20	NP	QHFRX - AQR MS Fusion HV 基金 R6 类		77		7
2025-08-14	13F	工程师门经理 LP		100,616	84.58	8,997	117.58
2025-06-26	NP	HMVAX - 哈特福德中型股价值基金 A 类		227,934	12.96	17,371	4.54
2025-07-17	13F	史密斯·萨利事务所		7,938	0.51	710	18.36
2025-08-26	NP	高盛可变保险信托 - 高盛增长机会基金服务		6,358	1.96	569	20.08
2025-06-23	NP	CMNWX - 本金资本增值基金（fka西海岸股票基金）A级		571,073	0.31	43,521	-7.16
2025-06-30	NP	AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Discovery 中型成长基金 R6 级		898,617		68,484
2025-08-25	13F/A	路博迈伯曼集团有限责任公司		2,690,186	261.73	240,556	326.39
2025-07-21	13F	J. Safra Sarasin 控股公司		21,791		1,949
2025-08-29	NP	JRSAX - Janus Henderson 美国管理波动性基金 A 类		24,287		2,172
2025-06-26	NP	TIEIX - TIAA-CREF 机构类别股票指数基金		368,784	3.87	28,105	-3.87
2025-08-14	13F	摩尔资本管理有限公司		111,680	13.19	9,986	33.43
2025-08-05	13F	特雷杰·AP-丰登		72,325	32.88	6,467	56.66
2025-07-23	13F	壳牌资产管理公司		46,765	113.41	4	300.00
2025-08-27	NP	VSLU - 应用金融估值大盘 ETF		5,276	7,546.38	472	3,523.08
2025-08-05	13F	访问投资管理有限责任公司		309		28
2025-08-27	NP	VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		173,183	7.77	15,486	27.04
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		21,633	24.00	1,649	14.76
2025-07-29	NP	SFY - SoFi Select 500 ETF		4,964	31.74	415	33.12
2025-08-14	13F	多伦多道明银行		296,768	82.40	26,537	115.01
2025-08-12	13F	管家合伙人投资咨询有限公司		27,804	27.34	2,486	50.12
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		2,418	13.10	216	33.33
2025-08-22	NP	可变保险产品基金 IV - 金融服务投资组合初始类别		73,100	7.34	6,537	26.52
2025-07-29	13F	国际资产投资管理有限公司		8,711	3.84	779	22.33
2025-07-31	13F	联合社区银行		506	803.57	45	1,025.00
2025-07-22	NP	GUSA - 高盛 MarketBeta 美国 1000 股票 ETF		13,984	0.17	1,168	1.13
2025-07-24	NP	ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题		27		2
2025-06-26	NP	DFUS - 维度美国股票 ETF		115,777	15.01	8,823	6.46
2025-07-21	13F	克伦威尔控股有限公司		1,068	2.50	96	20.25
2025-08-18	NP	太平洋精选基金 - 成长投资组合 I 类		122,129		10,921
2025-08-14	13F	ICONIQ 资本有限责任公司		3,479		311
2025-08-27	NP	高级系列信任 - AST 定量建模投资组合		5,810	68.41	520	98.85
2025-07-30	13F	Eqis资本管理公司		5,684	2.30	508	20.67
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 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		84,891	51.40	6,470	40.14
2025-08-20	NP	QCFIX - AQR CVX 融合基金 I 类		216		19
2025-08-08	13F	SG美洲证券有限责任公司		14,697	32.56	1
2025-07-25	NP	MFEGX - MFS成长基金A		2,911,656		243,240
2025-07-17	13F	景顺有限公司		5,837	74.55	522	105.93
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		98,873	11.14	7,535	2.88
2025-08-27	NP	PRAXIS FUNDS - Praxis Impact 大盘价值 ETF		542		48
2025-08-14	13F	CIBC 资产管理公司		135,866	15.03	12,149	35.59
2025-08-15	NP	Guardian 可变产品信托 - Guardian 股权收益 VIP 基金		158,405	658.86	14,165	794.76
2025-07-28	NP	SPXV - 标准普尔 500 前医疗保健 ETF		271	6.69	23	4.76
2025-06-26	NP	贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		88,987	16.39	6,782	7.72
2025-06-24	NP	PNRAX - 普特南研究基金 A 类股票		6,436		490
2025-08-25	NP	GVALX - Gotham 大价值基金机构类别		1,730	21.57	155	43.93
2025-08-14	13F	弗里斯通格罗夫合伙公司		425,173	211.67	38,019	267.39
2025-08-12	13F	艾根投资管理有限公司		31,051	114.72	2,777	153.05
2025-08-14	13F	耆那全球有限公司		16,604		1,485
2025-08-22	13F	斯坦斯资本有限公司		3,588		321
2025-07-21	13F	Qrg 资本管理公司		59,504	53.10	5,321	80.46
2025-08-13	13F	北方信托公司		4,082,066	0.43	365,018	18.38
2025-08-13	13F/A	哈特福德基金管理有限公司		7,957	1.60	712	19.70
2025-08-14	13F	伯克希尔全球管理有限公司		500,000		44,710
2025-08-14	13F	格雷厄姆资本管理有限合伙人		12,516		1,119
2025-07-10	13F	奥格尔财富管理有限责任公司		2,505		224
2025-08-26	NP	PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票		2,562	27.02	229	49.67
2025-03-28	NP	JMNAX - 摩根大通研究市场中性基金 A 类		0	-100.00	0	-100.00
2025-08-28	13F/A	拉瓦卡资本有限公司		1,400		125
2025-08-12	13F	扎克斯投资管理公司		113,474	0.67	10,147	18.65
2025-06-30	NP	CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,838	1.69	674	-5.87
2025-08-07	13F	奥尔沃斯金融有限公司		2,041	75.80	182	111.63
2025-06-30	NP	景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF		6,251	15.48	476	6.97
2025-07-21	13F	上升集团有限责任公司		48,809	33.49	4,365	57.37
2025-08-08	13F	Avantax 咨询服务公司		123,868	7.58	11,076	26.81
2025-08-14	13F	科学技术研究有限责任公司		12,559	11.70	1,123	31.81
2025-07-31	13F	一号资产管理有限公司		195,256	6.78	17,460	25.87
2025-08-13	13F	QSV 股权投资者有限责任公司		2,537		227
2025-08-14	13F	ISAM 基金（英国）有限公司		55,471		4,960
2025-05-14	13F	法国农业信贷银行		347,983	2.98	26,398	1.05
2025-08-19	NP	Securian Funds Trust - SFT Wellington 核心股票基金 1 级		16,045	10.09	1,435	29.77
2025-08-27	NP	VIVAX - 先锋价值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		4,324,084	7.19	386,660	26.36
2025-07-11	13F	BDF-管理		31,972	162.73	2,859	209.64
2025-07-22	13F	达文波特有限公司		61,018	9.04	5,456	28.53
2025-08-14	13F	阿雷特财富顾问有限责任公司		11,397	0.19	1
2025-07-18	13F	黄金投资管理有限公司		37,508	19.17	3,339	39.88
2025-07-31	13F	Rational 顾问有限公司		144		13
2025-08-01	13F	阿什顿托马斯私人财富有限责任公司		6,961	10.56	622	30.40
2025-08-11	13F	交响金融有限公司		82,493		7,377
2025-08-13	13F	第一信托顾问有限公司		641,855	263.86	57,395	328.92
2025-07-22	13F	谷国家顾问公司		103	1.98	0
2025-08-14	13F	地平线投资有限责任公司		46,238	678.02	4,135	818.67
2025-07-25	13F	Envestnet 投资组合解决方案公司		25,244	17.34	2,257	38.38
2025-08-08	13F	顾问资本管理有限责任公司		3,968	3.36	355	21.65
2025-07-09	13F	帕拉斯资本顾问有限责任公司		5,571		498
2025-07-23	13F	萨切塔有限责任公司		28	180.00	3
2025-06-25	NP	DGRO - iShares 核心股息增长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		368,078	4.32	28,051	-3.45
2025-08-12	13F	贝莱德公司		37,081,408	2.39	3,315,819	20.70
2025-07-15	13F	道明私人客户财富有限责任公司		1,045	89.66	93	126.83
2025-08-14	13F	长荣资本管理有限公司		4,568	14.09	408	34.65
2025-08-28	NP	LAVLX - 雅培勋爵中型股票基金公司 A 类		232,528	6.63	20,793	25.68
2025-08-08	13F	等投资顾问公司		57,298	59.20	5,124	87.66
2025-08-18	13F/A	加拿大国家银行/fi/		462,103	43.83	41,321	69.55
2025-08-25	NP	纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类		36,798		3,290
2025-08-28	NP	BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 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		9,327		834
2025-08-22	NP	FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		66,401	42.51	5,938	68.00
2025-08-27	NP	高级系列信托 - Ast 高级策略投资组合		36,000	63.64	3,219	92.99
2025-08-27	NP	PIBAX - PGIM 平衡基金 A 类		30,100	1,014.81	2,692	1,219.12
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		6,572	2.46	501	-5.30
2025-08-04	13F	AlphaStar 资本管理有限责任公司		3,200		286
2025-07-28	NP	MSLC - 摩根士丹利 Pathway 大盘股 ETF		14,629	7.05	1,222	8.05
2025-07-30	NP	GDE - WisdomTree高效金加股票策略基金 N/A		1,193	135.31	100	141.46
2025-08-26	NP	INGIX - Voya 美国股票指数投资组合 I 类		33,566	5.09	3,001	23.91
2025-08-14	13F	西门子基金投资有限公司		47,999	2.07	4,292	20.33
2025-08-11	13F	HighTower 顾问有限责任公司		252,265	10.32	22,558	30.03
2025-08-07	13F	瓦尔玛互助养老保险公司		141,776	9.84	12,678	29.48
2025-08-12	13F	SRS 资本顾问公司		4,281	7,281.03	389	9,625.00
2025-06-26	NP	EUSM-Eventide 美国市场 ETF		7,597	70.41	579	57.49
2025-07-28	NP	SPGEX - Symmetry Panoramic Global Equity Fund I 类股票		2,256	37.73	188	39.26
2025-08-05	13F	GHP 投资顾问公司		159,143	6.79	14,231	25.88
2025-07-24	NP	FIDSX - 金融服务组合 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		249,800	16.73	20,868	17.81
2025-08-18	13F/A	哈德逊湾资本管理有限公司		637,121	345.88	56,971	425.61
2025-08-12	13F	滑铁卢资本有限合伙人		5,124		458
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		22		2
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		380,365	3.97	28,988	-3.77
2025-06-26	NP	IMCG - iShares Morningstar 中型成长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		105,885	1.62	8,069	-5.94
2025-07-25	13F	诺斯罗克合伙人有限责任公司		7,707	39.62	689	64.59
2025-08-07	13F	Zions Bancorporation，全国协会 /ut/		601	1.35	54	20.45
2025-08-26	NP	VVIPX - Voya VACS 指数 S 系列投资组合		31,528	0.19	2,819	18.10
2025-08-04	13F	西蒙快速顾问有限公司		2,598		232
2025-08-14	13F	贝恩资本公共股权有限合伙人		37,382		3,343
2025-07-16	13F	奥格合作伙伴有限责任公司		10		1
2025-06-23	NP	LVPIX - 大盘价值深度投资者类别		1,347	1,195.19	103	1,175.00
2025-07-15	13F	马塞科律师事务所		161		14
2025-07-10	13F	交易所交易概念有限公司		1,809	44.26	162	69.47
2025-08-15	NP	Guardian 可变产品信托 - Guardian 综合研究 VIP 基金		32,261	6.79	2,885	25.88
2025-08-07	13F	米德咨询服务公司		5,542	36.54	496	61.24
2025-05-29	NP	美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		265,368	13.23	20,131	11.11
2025-08-15	NP	嘉德可变产品信托-嘉德平衡配置VIP基金		19,529	42.98	1,746	65.50
2025-06-26	NP	DFLV - 维度美国大盘价值 ETF		12,877	99.15	981	84.40
2025-08-27	NP	RYTTX - 标准普尔 500 2x 策略基金 A		1,338	1.29	120	19.00
2025-06-26	NP	QRFT - QRAFT AI 增强型美国大盘 ETF		163	48.18	12	100.00
2025-07-24	13F	标准人寿安本有限公司		309,845	3.69	27,573	22.98
2025-07-22	13F	湾港财富管理有限责任公司		22	175.00	2
2025-08-05	13F	西区投资管理公司		159	657.14	14	1,300.00
2025-08-29	NP	JAFNX - 金融行业信托资产净值		56,238	8.75	5,029	28.17
2025-08-14	13F	日本财产保险日本兴亚资产管理有限公司		10,360	175.53	926	224.91
2025-08-22	NP	PEPS——参数股票加ETF		816	16.24	73	35.85
2025-07-24	13F	托莱多信托公司 Na /oh/		1,525		136
2025-08-14	13F	吉萨洛资本管理有限责任公司		1,000,000	900.00	89,420	1,078.75
2025-08-26	NP	主要投资组合 - 标准普尔 500 指数主要投资组合		393,194	1.77	35,159	19.96
2025-07-29	NP	SCAUX - 景顺低波动股票收益基金 A 类		1,224	20.00	102	21.43
2025-07-18	13F	山茱萸财富管理有限公司		24	380.00	2
2025-08-11	13F	私人顾问集团有限责任公司		9,494	11.67	849	31.68
2025-08-05	13F	新方资本有限责任公司		172	93.26	15	150.00
2025-08-06	13F	德克萨斯州耶鲁资本公司		28,588	3.25	2,556	21.71
2025-08-08	13F	费尔班克斯资本管理公司		32,996	6.40	2,951	25.43
2025-08-27	NP	高级系列信托 - Ast 保存资产配置组合		11,300	101.79	1,010	138.21
2025-08-06	13F	朝日生命资产管理有限公司		4,640		415
2025-08-28	NP	TLCHX - 社会选择股票基金		2,067	1.77	185	19.48
2025-06-26	NP	OWTEX - 老韦斯特伯里全股票基金		25,171		1,918
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		196,386	0.84	17,561	18.86
2025-08-27	NP	QCGLRX - 全球股票账户 R1 级		670,999	1.10	60,001	19.17
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		218,246	0.76	18,232	1.69
2025-06-18	NP	NMFAX - 全国动态美国成长基金 A 类		10,510	6.93	801	-1.11
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		56,667	0.39	4,734	1.31
2025-07-23	13F	Klp资本管理公司		229,084	1.19	20,485	19.28
2025-07-30	NP	AOTG - AOT 增长与创新 ETF		1,969	5.13	164	5.81
2025-08-13	13F	国会财富管理有限责任公司/德国/		23,769	12.17	2,125	32.23
2025-07-22	13F	DB Root 有限公司		2,263		202
2025-07-11	13F/A	Umb Bank 北美/月		1,469	46.17	131	72.37
2025-08-25	NP	MFS 可变保险信托 - MFS 中型成长系列初始类别		58,395	163.69	5,222	210.96
2025-08-13	13F	帕克沃斯财富管理有限公司		11	120.00	1
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		33,823	11.03	2,826	12.06
2025-08-14	13F	两个 Sigma 顾问，有限合伙人		1,812,500	0.08	162,074	17.97
2025-07-31	13F	财通国际资产管理有限公司		1,541	6.79	138	25.69
2025-07-28	13F	基石财富集团有限责任公司		4,043	30.08	362	53.62
2025-07-21	13F	未来资产环球投资有限公司		54,405	3.05	4,865	23.01
2025-08-14	13F	莱加托资本管理有限公司		15,315	45.39	1,369	71.34
2025-07-16	13F	Highline Wealth Partners有限责任公司		343	1.48	31	20.00
2025-08-04	13F	资产标记公司		110,885	4.78	9,915	23.51
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Ivy 中型成长投资组合 IB 级		132,836	35.98	11,878	143.95
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		9,190	6.06	822	24.96
2025-08-13	13F	ASB 咨询有限公司		2,606		233
2025-08-05	13F	Versor投资有限公司		4,174	24.78	373	47.43
2025-08-13	13F	法国外贸银行		85,764		7,669
2025-08-22	NP	MIMPX - 全球策略师投资组合 I 级		225	3.21	20	25.00
2025-07-17	13F	Tritonpoint 财富有限公司		12,929	5.46	1,156	24.30
2025-08-07	13F	康纳克拉克伦投资管理有限公司		132,761	23.64	11,871	45.75
2025-07-24	NP	NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF		16		1
2025-06-26	NP	FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,369,489	5.39	104,369	-2.46
2025-07-18	13F	荷宝机构资产管理有限公司		775,967	21.02	69,387	42.65
2025-08-12	13F	SFMG有限公司		3,211	0.03	287	18.11
2025-06-26	NP	TISPX - TIAA-CREF S&P 500 指数基金机构类别		90,156	4.52	6,871	-3.27
2025-08-08	13F	乌龟投资管理有限公司		22		2
2025-08-14	13F	巴利亚斯尼资产管理有限公司		1,641,123	4,365.03	146,749	5,163.59
2025-08-14	13F	凯普斯通投资顾问有限公司		100,000	2,026.30	8,942	2,411.80
2025-07-28	NP	NBCR - Neuberger Berman 核心股票 ETF		7,707	1.76	644	2.72
2025-08-20	NP	QLEIX - AQR 多空股票基金 I 类		0	-100.00	0	-100.00
2025-07-30	13F	旅程咨询集团有限责任公司		11,807	11.51	1,056	31.38
2025-08-14	13F	Point72 欧洲（伦敦）有限责任合伙		110,500		9,881
2025-08-14	13F	吉尔森资本有限合伙人		377,823		34
2025-08-08	13F	马萨诸塞州金融服务公司 /ma/		27,274,620	33.48	2,438,897	57.34
2025-07-28	13F	Sagespring 财富合伙人有限责任公司		4,799	30.02	429	53.21
2025-08-14	13F	Lebenthal 全球顾问有限责任公司		3,118		279
2025-08-12	13F	普利股权公司	Put	0		0
2025-08-12	13F	普利股权公司	Call	0		0
2025-08-12	13F	普利股权公司		0		0
2025-07-24	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		5,221,056	0.74	436,167	1.66
2025-08-11	NP	CMEUX - 六圈管理股票投资组合美国无限制基金		79,470	16.92	7,106	37.85
2025-08-13	13F	挪威银行		4,549,575		406,823
2025-08-06	13F	瑞索纳资产管理有限公司		147,692	6.38	13,199	25.56
2025-06-26	NP	TAGRX - 基本大盘核心基金 A 类		2,041,971	0.94	155,619	-6.58
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		101,381	7.13	9,065	26.27
2025-08-26	NP	SPFFX-Sphere 500 气候基金		355	25.89	32	47.62
2025-07-17	13F	迪努佐私人财富有限公司		44	7.32	4	0.00
2025-07-31	13F	CVA 家族办公室有限责任公司		368	137.42	33	190.91
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		236,231	0.21	19,735	1.13
2025-08-07	13F	资源投资顾问有限责任公司。		7,616	1.07	681	19.26
2025-08-13	13F	凯恩·安德森·鲁德尼克投资管理有限公司		28	86.67	3	100.00
2025-08-28	NP	Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,300		563
2025-04-29	13F	金融网络财富管理有限责任公司		534		0
2025-08-14	13F	两西格码投资有限合伙人		1,784,608	149.86	159,580	194.52
2025-08-11	13F	布朗兄弟哈里曼公司		4,544	42.36	406	67.77
2025-08-13	13F	基尔特集团有限公司		74		7
2025-08-14	13F	弗默尔有限公司		1,925,623	32.35	172,189	56.00
2025-07-25	13F	协和财富合作伙伴		162	8.00	15	27.27
2025-08-11	13F	战略财富伙伴有限公司		102		9
2025-06-27	NP	SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类		4,456	4.85	340	-2.87
2025-08-14	13F	阳光地带证券公司		2,704	6.92	209	9.42
2025-08-14	13F	第一集团贸易有限公司	Put	13,200	140.00	1,180	182.97
2025-07-11	13F/A	Financiere des Professionnels - 投资基金公司		2,150		192
2025-08-14	13F	立体派系统策略有限责任公司	Call	5,000		447
2025-07-17	13F	坎贝尔纽曼资产管理公司		334,274	38.81	29,891	63.62
2025-07-30	13F	道德公司		97,652	6.53	8,699	24.79
2025-08-13	13F	耶鲁山投资顾问有限公司		7,178	3.88	642	22.33
2025-07-31	13F	剑桥投资研究顾问公司		63,728	5.02	6	25.00
2025-08-14	13F	USS投资管理有限公司		75,488	3.43	6,748	21.92
2025-09-04	13F/A	顾问集团控股公司		45,969	24.07	4,039	43.70
2025-07-25	13F	海明顿财富管理		296	12.12	0
2025-08-29	NP	SPXUX-WisdomTree 500 数字基金 N/A		130	217.07	12	266.67
2025-07-25	13F	正义投资有限责任公司		49,159	20.83	4,396	42.42
2025-08-12	13F	奥肖内西资产管理有限公司		52,679	30.31	4,711	53.62
2025-07-28	NP	SPXT - S&P 500 除科技 ETF		2,496	4.44	209	5.58
2025-08-14	13F	红木金融网络公司		2,731	0.11	244	18.45
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		3,303	871.47	252	829.63
2025-07-29	NP	古根海姆战略机会基金		219	3.79	18	5.88
2025-08-13	13F	Vinva投资管理有限公司		26,123		2,327
2025-08-14	13F	Citadel 顾问有限公司		1,977,851	1,274.92	176,859	1,520.78
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级		648	9.46	58	29.55
2025-08-06	13F	第一地平线顾问公司		28,387	8.07	2,538	27.41
2025-08-14	13F	科维茨投资集团合作伙伴有限责任公司		25,092	9.21	2,244	28.76
2025-08-14	13F	大和证券集团公司		139,259	4.17	12	20.00
2025-08-12	13F	DnB 资产管理公司		82,126	7.83	7,344	27.11
2025-06-26	NP	FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		134,772	21.91	10,271	12.83

MX:NDAQ
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IT:1NDAQ	€79.97
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GB:0K4T / Nasdaq, Inc. - 机构投资人持股 - 买家

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