机构和基金投资人持股 - 买家
在Veeva 系统公司中开设新头寸的主要持有者包括 TIGRX - TIAA-CREF 增长与收入基金机构类别, 路线一投资公司，有限合伙人, CLCEX - 多经理大盘成长策略基金机构类, FPURX - 富达清教徒基金, SUWAX - DWS核心股票基金A类, 马克纳资本管理有限公司, TEGAX - 中盘成长基金 A 类, IWD - iShares Russell 1000 价值 ETF, SEIM - SEI 增强型美国大盘动量因子 ETF, IWS - iShares Russell 中盘价值 ETF, 韦斯滕德资本管理有限责任公司, Columbia Funds Variable Series Trust II - CTIVP - Westfield 中型成长基金 1 级, LRGG - 麦格理重点大型成长型 ETF, TLGWX - 成长与收入基金, 萨斯奎哈纳投资组合策略有限责任公司, SVYAX - SIIT 美国管理波动性基金 - A 类, PBXIX - Rational/Pier 88 可转换证券基金 - 机构股票, Numerai GP 有限责任公司, 地平线投资服务有限责任公司, 和 NSRKX - 北方全球可持续发展指数基金 K 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 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 723 | 205 | ||||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 39,809 | 108.29 | 11,464 | 159.01 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 217 | 2.36 | 62 | 26.53 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 61,400 | 58.66 | 18 | 112.50 | |||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 3,884 | 12.91 | 1,086 | 40.86 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 100 | 29 | ||||||
| 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 | 68,276 | 1.84 | 15,955 | 2.03 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 10 | 3 | ||||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 4,671 | 17.95 | 1,092 | 18.20 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 3,693 | 409.38 | 1 | |||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 389 | 112 | ||||||
| 2025-08-28 | NP | CPAI - Counterpoint 量化股票 ETF | 6,691 | 1,927 | ||||||
| 2025-07-24 | 13F | 东方银行 | 35 | 10 | ||||||
| 2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 1,221 | 352 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 1,239 | 182.23 | 357 | 252.48 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 24 | 33.33 | 7 | 50.00 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 20,293 | 90.19 | 5,844 | 136.46 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 12,619 | 4.76 | 3,634 | 30.25 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 2,122 | 611 | ||||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 117,325 | 21.57 | 33,787 | 51.15 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 9,507 | 6.43 | 2,738 | 32.29 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 30,509 | 57.54 | 8,562 | 90.86 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 1,907 | 12.04 | 549 | 39.34 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 255,807 | 35.94 | 73,667 | 69.02 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 94,169 | 27,119 | ||||||
| 2025-07-23 | 13F | H&H 退休设计与管理公司 | 1,126 | 0.81 | 316 | 35.04 | ||||
| 2025-08-29 | NP | VELA 基金 - VELA 大盘 130/30 基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 71,202 | 0.42 | 16,639 | 0.61 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 7,010 | 9.41 | 2,019 | 35.98 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 2,172 | 625 | ||||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 60 | 9.09 | 17 | 41.67 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 143,469 | 1.89 | 41,316 | 26.68 | ||||
| 2025-03-24 | NP | JMID - Janus Henderson 中型股成长阿尔法 ETF | 2,099 | 290.15 | 490 | 336.61 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 4,341 | 1.64 | 1,250 | 26.39 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 106,907 | 0.66 | 30,787 | 25.16 | ||||
| 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 | 85,825 | 0.96 | 24,005 | 25.99 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 51,851 | 8.21 | 14,901 | 34.08 | ||||
| 2025-07-29 | NP | GROYX - 胜利先锋精选中型股成长基金 Y 类 | 100,470 | 4.27 | 28,101 | 30.12 | ||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 919 | 15.74 | 265 | 44.26 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 352 | 334.57 | 101 | 461.11 | ||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 37,921 | 22.98 | 10,920 | 52.90 | ||||
| 2025-07-25 | NP | PBCKX - 蓝筹基金机构类 | 219,122 | 36.12 | 61,288 | 69.86 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 656,407 | 1.33 | 189,032 | 25.98 | ||||
| 2025-08-14 | 13F | 夜之平方 LP | 12,099 | 10.06 | 3,484 | 36.84 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 226,569 | 65,247 | ||||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 1,453 | 1.82 | 418 | 26.67 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 84,277 | 420.10 | 24,270 | 546.68 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 8,948 | 0.40 | 2,073 | 10.62 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 34,898 | 33.78 | 9,890 | 61.89 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 3,954 | 274.08 | 1,139 | 366.39 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 1,751 | 504 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,493 | 9.92 | 1,751 | 10.13 | ||||
| 2025-06-26 | NP | FOKFX - 富达场外交易 K6 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 | 53,579 | 110.29 | 12,521 | 110.67 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 5,782 | 0.78 | 1,665 | 25.38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 1,979 | 570 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 6 | 2 | ||||||
| 2025-08-13 | 13F | 裸金融服务公司 | 5 | 25.00 | 1 | |||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 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 | 45,827 | 21.02 | 13,197 | 50.46 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 88,901 | 0.25 | 25,602 | 24.64 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 17 | 5 | ||||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 1,242 | 358 | ||||||
| 2025-08-12 | 13F | 17 资本合伙公司 | 3,673 | 103.72 | 1,058 | 153.48 | ||||
| 2025-08-27 | NP | TEGAX - 中盘成长基金 A 类 | 75,060 | 21,616 | ||||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 824 | 237 | ||||||
| 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 | 215,091 | 9.23 | 60,161 | 36.31 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,910,567 | 6.15 | 550,205 | 31.97 | ||||
| 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 | 3,327 | 5.45 | 958 | 31.23 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 576 | 92.64 | 166 | 139.13 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 957,783 | 54.03 | 275,822 | 91.50 | ||||
| 2025-08-28 | NP | ADSIX - 纪律成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,962 | 7.18 | 3,733 | 33.24 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 9,907 | 5.81 | 2,771 | 32.03 | ||||
| 2025-08-27 | NP | APHMX - Artisan 中型基金机构股票 | 247,081 | 3.82 | 71,154 | 29.07 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 13 | 44.44 | 4 | 50.00 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 17,200 | 11.69 | 4,953 | 38.86 | |||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 200,400 | 117.35 | 57,711 | 170.23 | |||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 3,920 | 26.86 | 1 | |||||
| 2025-08-14 | 13F | LRT 资本管理有限责任公司 | 5,983 | 16.36 | 1,723 | 44.58 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 440,842 | 13.93 | 126,954 | 41.64 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 10,200 | 183.33 | 2,937 | 252.58 | |||
| 2025-08-11 | 13F | 科维斯特有限公司 | 802 | 0.63 | 0 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 8,200 | 583.33 | 2,361 | 752.35 | |||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 13,310 | 33.54 | 3,833 | 66.07 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 41,589 | 33.14 | 9,719 | 33.38 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 5,087 | 12.40 | 1,465 | 39.69 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 40 | 12 | ||||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 21,993 | 4.06 | 6,334 | 29.38 | ||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 45,796 | 13,188 | ||||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 22,419 | 6,456 | ||||||
| 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 | 517 | 13.63 | 145 | 42.57 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 2,160 | 8.98 | 1 | |||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 749,418 | 75.28 | 215,817 | 117.92 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 21 | 2,000.00 | 6 | 50.00 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 665 | 24.30 | 192 | 55.28 | ||||
| 2025-07-21 | 13F | 影响力投资者公司 | 900 | 259 | ||||||
| 2025-08-12 | 13F | 德意志银行\ | 667,249 | 34.34 | 192,154 | 67.02 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 154,878 | 280.71 | 44,602 | 373.37 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 16,190 | 64.57 | 4,662 | 104.65 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 1,457 | 7.93 | 420 | 34.29 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 1,999,949 | 26.68 | 575,945 | 57.50 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 363 | 69.63 | 105 | 112.24 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 6,938 | 65.03 | 1,998 | 105.34 | ||||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 62,292 | 69.59 | 17,939 | 110.86 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 98 | 27.27 | 28 | 64.71 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 66,100 | 19,035 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 41,100 | 705.88 | 11,836 | 902.12 | |||
| 2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 2,416 | 6.81 | 565 | 7.02 | ||||
| 2025-08-14 | 13F | 都铎金融公司 | 1,296 | 2.45 | 373 | 27.30 | ||||
| 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 | 9,829 | 24.70 | 2,297 | 24.92 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 6 | 100.00 | 2 | |||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 7,247 | 0.33 | 1,694 | 0.53 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 20,950 | 8.41 | 4,896 | 8.61 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 305 | 4.10 | 88 | 29.85 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 11,073 | 47.64 | 3,189 | 83.53 | ||||
| 2025-08-26 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 350,000 | 250.00 | 100,793 | 335.15 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 907 | 261 | ||||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 44,006 | 22.09 | 10,284 | 22.31 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 76,764 | 10.06 | 22,106 | 36.84 | ||||
| 2025-08-28 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 4,881 | 1,406 | ||||||
| 2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 110,007 | 12.25 | 31,680 | 39.56 | ||||
| 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 | 36,881 | 1.72 | 8,619 | 1.90 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 41,963 | 12.19 | 12 | 50.00 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | 1,400 | 403 | ||||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 1,590 | 34.18 | 458 | 66.79 | ||||
| 2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 397 | 114 | ||||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 3 | 50.00 | 1 | |||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 28,055 | 8,079 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 1,549 | 9.01 | 446 | 35.56 | ||||
| 2025-08-26 | NP | PALCX - AllianzGI 全球配置基金 C 类 | 666 | 192 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 1,226 | 353 | ||||||
| 2025-07-24 | NP | FSMAX - 富达扩展市场指数基金 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 | 815,024 | 0.48 | 227,962 | 25.39 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 29,584 | 8,520 | ||||||
| 2025-07-30 | 13F | 道德公司 | 18,430 | 8.88 | 5,223 | 35.42 | ||||
| 2025-08-14 | 13F | 耐用资本合伙公司 | 976,981 | 281,351 | ||||||
| 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 | 102,587 | 27.44 | 29,543 | 58.45 | ||||
| 2025-07-22 | 13F | 独特的财富有限责任公司 | 1,232 | 4.14 | 355 | 29.20 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 11,739 | 2,081.97 | 3,381 | 3,181.55 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 3,632 | 9.89 | 1,046 | 36.60 | ||||
| 2025-08-14 | 13F | 交联资本公司 | 167,110 | 67.28 | 48,124 | 107.98 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 1,137 | 327 | ||||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 92 | 70.37 | 21 | 90.91 | ||||
| 2025-08-14 | 13F | 长荣优质基金有限公司 | 1,100 | 317 | ||||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 2,000 | 576 | ||||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 15,554 | 0.32 | 4,479 | 24.73 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 2,110 | 293.66 | 608 | 389.52 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,676 | 24.80 | 392 | 24.92 | ||||
| 2025-07-24 | NP | FMILX - 富达新千年基金 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 | 96,000 | 33.70 | 26,851 | 66.85 | ||||
| 2025-04-01 | NP | THNQ - ROBO Global(R) 人工智能 ETF | 8,698 | 16.49 | 2,029 | 30.08 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 1,174 | 14.87 | 0 | |||||
| 2025-08-11 | 13F/A | 阳光海岸股权管理 | 4,540 | 4.49 | 1,307 | 29.92 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 1,173 | 21.30 | 338 | 51.12 | ||||
| 2025-08-27 | NP | PBXIX - Rational/Pier 88 可转换证券基金 - 机构股票 | 12,500 | 3,600 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 1,155 | 333 | ||||||
| 2025-08-14 | 13F | RGM资本有限责任公司 | 434,684 | 0.49 | 125,180 | 24.93 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 25,970 | 74.61 | 7,479 | 117.07 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 3,162 | 32.91 | 1 | |||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 2,405 | 693 | ||||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 1,042 | 30.09 | 300 | 62.16 | ||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 1,386 | 399 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 927 | 267 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 90,500 | 61.61 | 26,062 | 100.93 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 233,100 | 20.71 | 67,128 | 50.08 | |||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 25,475 | 1.00 | 5,953 | 1.19 | ||||
| 2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 1,170 | 337 | ||||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 13,723 | 2.71 | 3,952 | 27.70 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 9,006 | 1.23 | 2,594 | 25.87 | ||||
| 2025-08-11 | 13F | Semanteon 资本管理公司 | 1,875 | 540 | ||||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 293,150 | 40.03 | 84,426 | 74.11 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 74,505 | 21,456 | ||||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 332,429 | 99.04 | 95,733 | 147.47 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 64,200 | 358.57 | 18,488 | 470.27 | |||
| 2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 6,541 | 363.90 | 1,884 | 477.61 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 297,250 | 28.58 | 85,602 | 59.86 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 2,316,852 | 0.84 | 667,207 | 25.37 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 246,553 | 77.11 | 71,002 | 120.20 | ||||
| 2025-08-28 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 4,478 | 1,290 | ||||||
| 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 | 6,521 | 9.16 | 1,524 | 9.33 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 1,979 | 0.76 | 570 | 25.33 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 514 | 47.70 | 148 | 85.00 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 254 | 1,487.50 | 71 | 2,266.67 | ||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 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 | 92,655 | 25,916 | ||||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 95 | 3.26 | 27 | 28.57 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 6,351 | 15.87 | 1,829 | 44.05 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 36,925 | 224.39 | 10,634 | 303.38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 2,283 | 63.07 | 657 | 51.03 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 193,617 | 170.80 | 55,746 | 236.63 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 2,732 | 1.07 | 787 | 25.56 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 47,834 | 0.89 | 13,775 | 25.44 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,808 | 27.93 | 13,192 | 59.04 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,282 | 3.40 | 649 | 25.83 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,575 | 29.52 | 441 | 61.76 | ||||
| 2025-07-25 | 13F | 航点财富顾问 | 909 | 262 | ||||||
| 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 | 8 | 2 | ||||||
| 2025-07-24 | NP | EPGAX - 富达顾问股票增长基金 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 | 142,100 | 7.49 | 39,745 | 34.13 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 1,342 | 3.31 | 381 | 24.10 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 94,706 | 44.34 | 27,273 | 79.46 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 802 | 266.21 | 187 | 266.67 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 10,481 | 46.38 | 3,018 | 82.03 | ||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 211 | 49 | ||||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 2,378 | 685 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 7 | 16.67 | 2 | 100.00 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 76 | 55.10 | 18 | 54.55 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 713 | 205 | ||||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 40,500 | 31.49 | 11,663 | 63.48 | ||||
| 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 | 375 | 23.76 | 88 | 24.29 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 129,180 | 5.28 | 30,188 | 5.48 | ||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 1,298 | 16.73 | 303 | 16.99 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 47 | 14 | ||||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 11,553 | 3 | ||||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 3,400 | 979 | |||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 2,500 | 720 | |||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 698 | 201 | ||||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 1,014,974 | 1,039.42 | 292,292 | 1,316.62 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 1,174,402 | 80.43 | 338,204 | 124.33 | ||||
| 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 | 44 | 780.00 | 10 | 900.00 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 2,285 | 3.86 | 658 | 29.27 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 754 | 217 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 互联网副总裁 | 896 | 4.67 | 258 | 30.30 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 1,100 | 317 | |||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 72,256 | 21 | ||||||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 972 | 280 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 143 | 41 | ||||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 1,430 | 138.33 | 412 | 197.83 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 15,929 | 3,197.93 | 4,587 | 4,032.43 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 137,417 | 8.99 | 39,573 | 35.51 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 28,268 | 7.38 | 8,141 | 33.51 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 825 | 238 | ||||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 20,291 | 5.57 | 5,843 | 31.24 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 3,203 | 3.36 | 894 | 26.81 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 1,358 | 6.09 | 391 | 32.09 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 1,728 | 498 | ||||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 7,047 | 6.37 | 2,022 | 30.30 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 9,980 | 23.73 | 2,858 | 51.14 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 10,837 | 34.60 | 3,071 | 62.92 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 1,849 | 57.09 | 532 | 95.59 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 480 | 41.59 | 138 | 76.92 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 456 | 96.55 | 106 | 118.75 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 325,553 | 91.91 | 93,753 | 138.60 | ||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,200 | 97.94 | 4,487 | 98.32 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 6,099 | 1,756 | ||||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 2,620 | 755 | ||||||
| 2025-07-25 | 13F | 海明顿财富管理 | 155 | 7.64 | 0 | |||||
| 2025-08-18 | 13F/A | 野村控股公司 | 2,976 | 6.86 | 857 | 32.87 | ||||
| 2025-08-28 | NP | RAYD - 瑞联量化发达市场股票ETF | 2,290 | 36.23 | 659 | 69.41 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 37 | 11 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 14,378 | 4,141 | ||||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 11,417 | 2,668 | ||||||
| 2025-08-07 | 13F | Axiom 国际投资有限公司 /de | 7,474 | 2,152 | ||||||
| 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 | 479,901 | 30.44 | 138,202 | 62.17 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 2,406 | 2.95 | 693 | 27.91 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 5,705,648 | 3.75 | 1,643,113 | 28.98 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 171,613 | 22.33 | 49,421 | 52.09 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 40,438 | 32.72 | 9,450 | 32.95 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 48,356 | 13,926 | ||||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 86,625 | 0.14 | 24,946 | 24.50 | ||||
| 2025-08-12 | 13F | 瑞穗证券有限公司 | 500 | 144 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 2,693 | 3.62 | 776 | 28.74 | ||||
| 2025-07-22 | 13F | 人民银行 | 20,903 | 1.38 | 6 | 50.00 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 132,100 | 2.96 | 38,042 | 28.01 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 6,535 | 0.52 | 1,882 | 24.98 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 1,193,127 | 4.65 | 343,597 | 30.11 | ||||
| 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 | 276,970 | 0.93 | 77,469 | 25.95 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 3,992 | 21.97 | 1,150 | 51.58 | ||||
| 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 | 5,687 | 14.52 | 1,329 | 14.68 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47,900 | 192.07 | 11,194 | 281.23 | ||||
| 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 | 17,303 | 4.73 | 4,044 | 4.93 | ||||
| 2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 22,243 | 13.86 | 6,406 | 41.55 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 6,881 | 0.75 | 1,982 | 25.22 | ||||
| 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 | 20,516 | 15.05 | 5,738 | 43.59 | ||||
| 2025-08-13 | 13F | 挪威银行 | 1,334,345 | 384,265 | ||||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 65 | 19 | ||||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 557 | 29.53 | 160 | 61.62 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 312 | 12.64 | 87 | 40.32 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 801,000 | 26.30 | 230,672 | 57.03 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 2,777 | 15.47 | 800 | 43.45 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 256,858 | 6.40 | 73,970 | 32.29 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 2,640 | 139.78 | 760 | 198.04 | ||||
| 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 | 35,945 | 31.45 | 10,351 | 63.45 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 300,144 | 86,435 | ||||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 726 | 209 | ||||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 7,374 | 12.67 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 391,273 | 9.33 | 110,832 | 34.78 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 2,473 | 712 | ||||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 7,642 | 164.80 | 2,201 | 229.34 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 8,714 | 11.05 | 2,437 | 38.62 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 1,771 | 510 | ||||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 70,300 | 0.04 | 20,245 | 24.38 | ||||
| 2025-08-05 | 13F | 住友生命保险公司 | 5,243 | 69.73 | 1,510 | 111.05 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 2,205 | 2.04 | 635 | 26.80 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 1,236 | 4.75 | 356 | 30.04 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 11,399 | 5.31 | 3,140 | 25.21 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 15,349 | 4,420 | ||||||
| 2025-08-07 | 13F | Illumine投资管理有限公司 | 6,723 | 0.64 | 1,936 | 25.15 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 1,360 | 40.21 | 392 | 92.61 | ||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 1,545 | 71.67 | 445 | 113.46 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 15,023 | 27.08 | 4,326 | 58.00 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 62,803 | 3.96 | 18,086 | 29.26 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 52 | 15 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 57,173 | 290.50 | 16,465 | 385.52 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 2,297 | 0.35 | 661 | 24.72 | ||||
| 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 | 5,458 | 4.84 | 1,572 | 30.37 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,159 | 334 | ||||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 48 | 0 | ||||||
| 2025-08-01 | 13F | SYM金融公司 | 3,513 | 17.26 | 1,012 | 45.89 | ||||
| 2025-08-11 | 13F | 花旗集团 | 102,222 | 13.73 | 29,438 | 41.39 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 15,051 | 2.86 | 4,335 | 27.91 | ||||
| 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 | 175,059 | 8.33 | 40,910 | 8.53 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 960 | 276 | ||||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 2,516 | 725 | ||||||
| 2025-07-15 | 13F | Capstone财富管理集团有限责任公司 | 699 | 201 | ||||||
| 2025-08-11 | 13F | 沃杜州银行 | 11,632 | 5.54 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | 贝尔维尤集团公司 | 113,333 | 0.07 | 32,638 | 24.42 | ||||
| 2025-08-07 | 13F | 彭布罗克管理有限公司 | 1,898 | 547 | ||||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 8,546 | 9.56 | 2,461 | 36.27 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 26,612 | 96.78 | 7,566 | 141.54 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 8,832 | 34.63 | 2,543 | 67.41 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 2,834 | 816 | ||||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 2,224 | 199.73 | 640 | 274.27 | ||||
| 2025-08-13 | 13F | 法国集团 | 1,398 | 128.06 | 401 | 175.86 | ||||
| 2025-08-14 | 13F | 德肖公司 | 107,888 | 31,070 | ||||||
| 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 | 1,612 | 102.77 | 451 | 151.40 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 39,327 | 0.06 | 11,325 | 24.41 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,232 | 22.44 | 643 | 52.13 | ||||
| 2025-07-28 | NP | VAPPX - 资本增值基金 | 3,475 | 49.08 | 972 | 86.02 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 260,349 | 8.30 | 74,976 | 34.65 | ||||
| 2025-08-28 | NP | BIGRX - 收入与增长基金投资者类别 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 | 55,942 | 13.26 | 16,110 | 40.81 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 90,696 | 4.23 | 22,250 | 19.25 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 4,895 | 17.61 | 1,410 | 46.16 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 207,614 | 0.84 | 59,789 | 25.37 | ||||
| 2025-08-28 | NP | Acap战略基金 | Short | -104,031 | -32.12 | -29,959 | -15.61 | |||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 198 | 46 | ||||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 4,621 | 0.37 | 1,331 | 26.79 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 2,495 | 719 | ||||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 512,600 | 789.93 | 147,619 | 1,006.50 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 1,324,045 | 19.86 | 381,299 | 49.02 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 39,733 | 450.32 | 11,442 | 584.33 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 116,235 | 33,473 | ||||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 1,041 | 0.77 | 300 | 31.72 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 89,426 | 2.84 | 25,753 | 27.86 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 276 | 79 | ||||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 952 | 1.38 | 274 | 26.27 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 841,303 | 423.85 | 242,278 | 551.28 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续未来基金 IA 类股票 | 462 | 1.32 | 133 | 26.67 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 10,557 | 364.45 | 3,040 | 477.95 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 268 | 63 | ||||||
| 2025-06-26 | NP | FAPNX - 富达健康未来基金 富达顾问健康未来基金：Z 类 | 314 | 73 | ||||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 5,158 | 10.05 | 1,485 | 36.87 | ||||
| 2025-08-19 | 13F | 西姆有限责任公司 | 5,551 | 2.02 | 1,599 | 26.83 | ||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 23,893 | 7.66 | 6,683 | 34.34 | ||||
| 2025-08-26 | NP | CCMAX - Conestoga 中型基金机构类别 | 435 | 3.57 | 125 | 28.87 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 163 | 56.73 | 47 | 91.67 | ||||
| 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 | 11,224 | 2.90 | 3,139 | 28.44 | ||||
| 2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 725 | 203 | ||||||
| 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 | 24,535 | 16.43 | 5,734 | 16.64 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 472 | 9.77 | 136 | 36.36 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 1,031 | 297 | ||||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 187 | 10.00 | 44 | 10.26 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 113 | 33 | ||||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 315 | 22.09 | 74 | 21.67 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 333 | 14.43 | 78 | 14.93 | ||||
| 2025-04-28 | NP | RISN - Inspire 战术平衡 ESG ETF | 10,460 | 2,345 | ||||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 46 | 48.39 | 13 | 85.71 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 8,323 | 81.41 | 2,397 | 125.61 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 6,090 | 1,754 | ||||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 899,452 | 2.93 | 259,024 | 27.97 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 13,551 | 2.95 | 3,902 | 28.02 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 42,896 | 10.37 | 12,353 | 37.23 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 382,835 | 15.89 | 89,465 | 16.10 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 13 | 4 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 308,500 | 73.51 | 88,842 | 115.72 | |||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 281 | 7.25 | 66 | 6.56 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 467,500 | 39.47 | 134,631 | 73.40 | |||
| 2025-08-04 | 13F | 资产标记公司 | 88,599 | 25.64 | 25,515 | 56.20 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 1,124 | 1.35 | 324 | 26.17 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 1,220 | 351 | ||||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 2,166 | 0.93 | 624 | 25.35 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 154,650 | 1,429.37 | 44,536 | 1,801.62 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,838,046 | 111.72 | 526,508 | 162.76 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS 核心股票 VIP A 级 | 2,183 | 629 | ||||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 907 | 4.25 | 261 | 29.85 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 13 | 8.33 | 4 | 50.00 | ||||
| 2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 1,919 | 444 | ||||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 70,726 | 63.79 | 20,368 | 103.65 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 618 | 13.39 | 173 | 40.98 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 14,779 | 0.38 | 4,252 | 24.69 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 1,503 | 433 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 31,000 | 100.00 | 8,927 | 148.66 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 23,200 | 39.76 | 6,681 | 73.76 | |||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 59 | 1.72 | 0 | |||||
| 2025-07-16 | 13F | 北橡树财富管理公司 | 2,714 | 2.11 | 782 | 26.99 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 3,485 | 967 | ||||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 27 | 8.00 | 8 | 40.00 | ||||
| 2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 880 | 0 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 12,237 | 32.06 | 3,423 | 64.84 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,759 | 0.34 | 507 | 24.63 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 357,610 | 0.81 | 102,985 | 25.34 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 1,050 | 8.02 | 245 | 8.41 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 313 | 38.50 | 90 | 73.08 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 753 | 217 | ||||||
| 2025-07-30 | 13F | 美国资本投资服务公司 | 80,686 | 1.19 | 23,236 | 25.81 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 609,377 | 6.13 | 175,489 | 38.60 | ||||
| 2025-08-14 | 13F | 利诺尼亚合伙公司 | 2,071,074 | 12.77 | 596,428 | 40.20 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 3,604 | 1,038 | ||||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 1,113 | 6.10 | 321 | 32.23 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 60 | 17 | ||||||
| 2025-07-23 | 13F | 慢资本公司 | 24,464 | 1.73 | 7,045 | 26.49 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 5,478 | 1,578 | ||||||
| 2025-07-29 | NP | NQCFX - Northquest资本基金公司 | 1,000 | 288 | ||||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 8,317 | 8.70 | 2,395 | 35.16 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 16,436 | 2.44 | 4,733 | 27.37 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 953 | 825.24 | 274 | 1,091.30 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 102,531 | 30.75 | 29,527 | 62.56 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 9 | 3 | ||||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 3 | 1 | ||||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 29,790 | 8,579 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 672 | 194 | ||||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 996 | 280 | ||||||
| 2025-08-12 | 13F | 伊萨卡集团有限公司 | 54,725 | 3.75 | 15,760 | 28.98 | ||||
| 2025-08-13 | 13F | AMJ金融财富管理 | 34,722 | 0.50 | 9,999 | 24.96 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 2,086 | 27.58 | 596 | 70.77 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 9,991 | 2,877 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | 3,316,274 | 2.65 | 955,030 | 27.62 | ||||
| 2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 16,001 | 2.72 | 4,608 | 27.69 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 4,561 | 132.11 | 1,313 | 188.57 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 1,383 | 5.65 | 398 | 44.73 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 174 | 4.82 | 50 | 31.58 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - Loomis Sayles 增长基金 1 级 | 32,597 | 18.51 | 9,387 | 47.36 | ||||
| 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 | 2,100 | 605 | ||||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 2,958 | 1.93 | 852 | 26.64 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 344 | 39.84 | 99 | 76.79 | ||||
| 2025-08-25 | NP | EKG - First Trust 纳斯达克 Lux 数字健康解决方案 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 | 1,237 | 33.01 | 356 | 65.58 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 3,392 | 977 | ||||||
| 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 | 51,964 | 1.83 | 14,965 | 26.61 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 4,471 | 51.71 | 1,047 | 68.60 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 25,900 | 43.89 | 7,459 | 78.89 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 14,000 | 8.53 | 4,032 | 34.91 | |||
| 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 | 4,749 | 1,903.80 | 1,328 | 2,503.92 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 10,416 | 282.38 | 3 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 28 | 8 | ||||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 1,386,149 | 9.30 | 399,183 | 35.89 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 6,712 | 2.79 | 1,933 | 5.81 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 16,344 | 4,707 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 4,500 | 80.00 | 1,296 | 123.66 | |||
| 2025-08-08 | 13F | 哈特兰有限公司 | 3,587 | 26.48 | 1,033 | 57.32 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 512,540 | 35.49 | 147,601 | 68.45 | ||||
| 2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 12,500 | 8.70 | 3,600 | 35.15 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 1,274,735 | 3.87 | 367,098 | 29.15 | ||||
| 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 | 4,864 | 1,401 | ||||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 1,067 | 307 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 62,779 | 92.14 | 18,079 | 138.89 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 668 | 58.67 | 192 | 97.94 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 5,834 | 40.54 | 1,363 | 65.41 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 119,849 | 5.66 | 34 | 30.77 | ||||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | 110 | 10.00 | 32 | 34.78 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 38,592 | 11,114 | ||||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 144,705 | 85.69 | 41,672 | 130.87 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 2,160 | 604 | ||||||
| 2025-05-14 | 13F | 朝圣者伙伴亚洲私人有限公司 | 220 | 51 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 68 | 20 | ||||||
| 2025-08-07 | 13F | SFE投资顾问 | 798 | 230 | ||||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 88 | 25 | ||||||
| 2025-08-08 | 13F | 多诺霍福林有限责任公司 | 9,367 | 2,698 | ||||||
| 2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 24,053 | 395.53 | 6,927 | 516.19 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 46,865 | 3.99 | 13,496 | 29.30 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 5,051 | 0.16 | 1,413 | 24.96 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 826 | 238 | ||||||
| 2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 5,895 | 1,365 | ||||||
| 2025-08-04 | 13F | 联合银行 | 12,175 | 11.20 | 4 | 50.00 | ||||
| 2025-08-04 | 13F | 双城私人财富有限责任公司 | 1,913 | 0.42 | 551 | 24.72 | ||||
| 2025-06-26 | NP | XT - iShares 指数技术 ETF | 71,048 | 1.58 | 16,603 | 1.77 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 3,168 | 16.99 | 886 | 46.20 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 4,473 | 9.50 | 1,288 | 36.15 | ||||
| 2025-03-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 5,503 | 63.78 | 1,284 | 92.35 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 443 | 107.98 | 128 | 159.18 | ||||
| 2025-07-25 | NP | BMSFX - MFS 混合研究中型股票基金 A | 94,488 | 7.63 | 26,428 | 34.31 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 11,929 | 61.40 | 3,435 | 100.76 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 1,434 | 2.36 | 407 | 23.78 | ||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 17,132 | 0.12 | 4,004 | 0.30 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 3 | 1 | ||||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 1,194 | 5.66 | 344 | 31.42 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 214,059 | 2.23 | 61,645 | 27.10 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 3,458,013 | 9.70 | 995,849 | 36.38 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 21,313 | 21.27 | 6,138 | 50.79 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 6,691 | 325.64 | 1,927 | 483.64 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 1,614 | 5.91 | 465 | 31.44 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 1,095,430 | 3.62 | 315,462 | 28.83 | ||||
| 2025-07-24 | NP | DESRX - DWS ESG 核心股票基金 R 类 | 4,812 | 1,346 | ||||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 423 | 176.47 | 118 | 247.06 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 17,767 | 3.18 | 5,117 | 28.28 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 99,464 | 30.85 | 28,644 | 62.68 | ||||
| 2025-07-24 | NP | FMED - 富达颠覆性医药 ETF | 6,381 | 23.16 | 1,785 | 53.66 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 182,350 | 6.01 | 51,003 | 32.29 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 1,358 | 6.09 | 384 | 32.87 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 33,905 | 19.43 | 9,762 | 48.47 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 1,263 | 361 | ||||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 133 | 58.33 | 38 | 100.00 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - Westfield 中型成长基金 1 级 | 16,280 | 4,688 | ||||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 5,400 | 14.89 | 1,510 | 43.40 | ||||
| 2025-08-26 | NP | JTEK - 摩根大通美国科技领袖ETF | 127,581 | 9.31 | 36,741 | 35.90 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 696 | 200 | ||||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 32,800 | 30.68 | 9,446 | 62.48 | ||||
| 2025-07-29 | NP | SLGYX - 大型资本增长投资组合 A 类 | 690 | 6.15 | 193 | 69.91 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 513,323 | 2.95 | 147,827 | 28.00 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 833 | 17.99 | 240 | 46.63 | ||||
| 2025-08-19 | NP | Securian 基金信托 - SFT 常春藤成长基金 | 37,400 | 1.85 | 10,770 | 26.63 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 7,174 | 4.05 | 2,066 | 29.30 | ||||
| 2025-08-08 | 13F | KBC 集团 | 55,168 | 17.59 | 16 | 50.00 | ||||
| 2025-08-14 | 13F | 联信银行 | 30,736 | 139.54 | 8,851 | 197.81 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 22,600 | 6.15 | 6,321 | 32.46 | ||||
| 2025-05-27 | NP | 保诚系列基金 - SP 保诚美国新兴增长投资组合 I 类 | 23,516 | 4.58 | 5,447 | 15.23 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 12,057 | 1.98 | 3,472 | 26.81 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 2,500 | 30.55 | 720 | 62.30 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 59 | 13.46 | 14 | 8.33 | ||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 780 | 225 | ||||||
| 2025-06-26 | NP | FIFNX - 富达创始人基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,122 | 51.53 | 1,664 | 51.82 | ||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 2,037 | 581 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 68,950 | 2.15 | 20 | 26.67 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 714,810 | 43.30 | 205,851 | 78.17 | ||||
| 2025-08-13 | 13F | 马克纳资本管理有限公司 | 75,637 | 21,782 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 6,210 | 101.36 | 1,788 | 150.42 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 11,084 | 20.10 | 3,100 | 49.90 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,996 | 9.73 | 558 | 37.10 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 1,291 | 372 | ||||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 45,176 | 1.29 | 13,010 | 25.92 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 19,172 | 0.86 | 5,521 | 25.42 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型成长股票投资组合 | 59,300 | 10.29 | 17,077 | 37.13 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 3 | 200.00 | 1 | |||||
| 2025-08-11 | 13F | 铜叶资本有限责任公司 | 2,510 | 0.68 | 723 | 25.13 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 3,766 | 77.56 | 1,084 | 120.77 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 5,167 | 64.19 | 1,488 | 104.26 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 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 | 383 | 0.26 | 107 | 25.88 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 367 | 106 | ||||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 51,787 | 125.17 | 15 | 180.00 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 666 | 192 | ||||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 12,435 | 95.83 | 3,581 | 143.61 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 501,713 | 6.11 | 144,483 | 31.92 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 550 | 266.67 | 158 | 409.68 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 14,981 | 9.06 | 4,314 | 35.62 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 141,613 | 1.04 | 40,782 | 25.62 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 2,299 | 4.50 | 654 | 36.33 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 28 | 7.69 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | 安盛公司 | 234,176 | 15.88 | 67,438 | 44.08 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 1,260 | 297.48 | 294 | 302.74 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 13,088 | 3,661 | ||||||
| 2025-07-18 | 13F | 美国金融组合公司 | 669 | 193 | ||||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 2,771 | 1 | ||||||
| 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 | 200 | 8.70 | 47 | 21.05 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 8,823 | 750.82 | 2,062 | 755.19 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 1,243 | 358 | ||||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 8,353 | 10.61 | 2,405 | 37.51 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 5,866 | 44.48 | 1,689 | 79.68 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3 | 50.00 | 1 | |||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 54,208 | 1.05 | 15,611 | 25.63 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 9,934 | 1,070.08 | 2,861 | 1,381.87 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 18,424 | 2.23 | 5,306 | 27.10 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 98,112 | 6.92 | 22,928 | 7.12 | ||||
| 2025-06-26 | NP | LGCAX - 阿贝特勋爵全球股票研究基金 A 级 | 4,560 | 1,066 | ||||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 869 | 11.55 | 250 | 38.89 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 94,600 | 68.03 | 26,811 | 103.32 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 18,400 | 18.71 | 5,215 | 43.64 | |||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 801 | 231 | ||||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 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 | 421 | 13.48 | 121 | 42.35 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 184,300 | 9.77 | 53,075 | 36.47 | |||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 110 | 10.00 | 32 | 34.78 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 21,392 | 10.31 | 6,161 | 37.13 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 915 | 2.23 | 264 | 27.05 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 357,999 | 2.66 | 103,097 | 27.63 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 14,163 | 0.41 | 4,079 | 24.82 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 4,131 | 15.49 | 1,190 | 43.60 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 3,768 | 333.10 | 1,085 | 439.80 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 420,236 | 1.01 | 121,020 | 25.58 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 1,558 | 69.53 | 364 | 70.09 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 1,500 | 0 | ||||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 70,821 | 13.43 | 20,395 | 41.02 | ||||
| 2025-06-23 | NP | PMBMX - 中型股基金 (又名中型股混合基金) R-3 | 2,212,076 | 6.05 | 516,940 | 6.25 | ||||
| 2025-06-30 | NP | AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - 景顺全球责任股票基金 A 类 | 103 | 24 | ||||||
| 2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 49 | 2.08 | 14 | 27.27 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 20 | 5 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 12,818 | 4.42 | 2,995 | 4.61 | ||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 14,823 | 9.27 | 4,263 | 35.65 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 261,175 | 31.53 | 74,945 | 63.13 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | LGHT-兰格全球健康科技 ETF | 1,068 | 59.40 | 308 | 98.06 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 14,971,425 | 1.43 | 4,311,471 | 26.10 | ||||
| 2025-07-07 | 13F | OMNI 360 财富公司 | 1,152 | 332 | ||||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 4,319 | 5.47 | 1,244 | 31.12 | ||||
| 2025-08-14 | 13F | 路线一投资公司，有限合伙人 | 155,100 | 44,666 | ||||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 2,460 | 2.03 | 708 | 26.88 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 233 | 30.90 | 54 | 31.71 | ||||
| 2025-07-21 | 13F | 111资本 | 6,956 | 2,003 | ||||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 20 | 6 | ||||||
| 2025-08-06 | 13F | 西蒙斯银行 | 12,151 | 9.94 | 3,499 | 36.73 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 123 | 21.78 | 35 | 52.17 | ||||
| 2025-06-26 | NP | AGRFX - AB成长基金A类 | 96,376 | 6.60 | 22,522 | 6.80 | ||||
| 2025-08-28 | NP | SEMCX - Simt 中盘基金 F 级 | 2,174 | 65.45 | 626 | 105.92 | ||||
| 2025-07-24 | NP | FSKGX - 富达增长策略 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,100 | 9.62 | 4,783 | 36.78 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 50 | 12 | ||||||
| 2025-08-14 | 13F | 第一基金会顾问 | 24,560 | 0.11 | 7,073 | 24.46 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 286,374 | 60.41 | 82,470 | 99.43 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 3,013 | 0.27 | 868 | 24.57 | ||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 2,679 | 1.79 | 771 | 26.60 | ||||
| 2025-06-26 | NP | LHCAX - 阿贝特勋爵医疗保健基金 A 级 | 406 | 76.52 | 95 | 46.88 | ||||
| 2025-08-29 | NP | FICHX - Cantor 成长股票基金机构类别 | 34,540 | 3.63 | 9,947 | 28.83 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 3,276 | 923 | ||||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 1,191 | 343 | ||||||
| 2025-08-14 | 13F | FIL有限公司 | 205,601 | 32.29 | 59,209 | 64.47 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 1,665 | 77.32 | 479 | 120.74 | ||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 19,208 | 2.26 | 5,532 | 27.15 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 286 | 0.70 | 82 | 26.15 | ||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 2,883 | 20.98 | 806 | 50.94 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 730 | 210 | ||||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 7,797 | 4.73 | 2,245 | 30.22 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 36 | 0 | ||||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 1,500 | 432 | ||||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 829 | 239 | ||||||
| 2025-06-27 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 3,292 | 769 | ||||||
| 2025-07-29 | 13F | TFC财务管理 | 28 | 3.70 | 8 | 33.33 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 3,707 | 63.66 | 1,068 | 103.63 | ||||
| 2025-08-29 | NP | TMDIX - AMG TimesSquare 中型成长基金 Z 级 | 144,285 | 3.96 | 41,551 | 29.26 | ||||
| 2025-06-26 | NP | FOCPX - 富达场外交易投资组合 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 | 618,021 | 106.47 | 144,425 | 106.86 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 713 | 4.70 | 167 | 5.06 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 11,231 | 115.90 | 2,601 | 137.97 | ||||
| 2025-08-14 | 13F | 马林银行 | 1,630 | 469 | ||||||
| 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 | 48,859 | 0.82 | 11,418 | 1.00 | ||||
| 2025-07-18 | 13F | 自由资本管理公司 | 8,271 | 25.72 | 2,382 | 56.34 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 4,168 | 1,166 | ||||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 2,786 | 802 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 3,169 | 1.77 | 913 | 26.49 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 2,863 | 11.27 | 824 | 38.49 | ||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 112,518 | 9.50 | 32,403 | 36.13 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 6,571 | 12.61 | 1,892 | 40.04 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 405,245 | 148.72 | 116,702 | 209.23 | ||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 19,391 | 8.52 | 6 | 25.00 | ||||
| 2025-07-29 | NP | JNVIX - Jensen 质量价值基金 - I 股票 | 22,851 | 4.58 | 6,391 | 30.51 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 3,578 | 9.09 | 1,030 | 35.70 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 5,372 | 12.20 | 1,547 | 39.50 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 3,345 | 12.10 | 963 | 39.36 | ||||
| 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 | 193 | 56 | ||||||
| 2025-06-26 | NP | SMNCX - Steward 股票市场中性基金 C 类 | 5,000 | 1,168 | ||||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 50 | 14 | ||||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 5,043 | 0.04 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 69 | 20 | ||||||
| 2025-08-05 | 13F | 机械资本公司 | 2,812 | 810 | ||||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 27 | 28.57 | 8 | 75.00 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 78,147 | 0.76 | 21,858 | 25.74 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 22,370 | 4.54 | 6,442 | 29.98 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 2,363 | 680 | ||||||
| 2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 588 | 5.19 | 137 | 5.38 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 291,500 | 98.30 | 83,946 | 146.54 | |||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 6,395 | 441.03 | 1,789 | 554.95 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 32,174 | 9,265 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | 7,558 | 2,177 | ||||||
| 2025-08-11 | 13F | 美国信安证券公司 | 11,445 | 4.71 | 3,296 | 43.39 | ||||
| 2025-08-22 | NP | SUWAX - DWS核心股票基金A类 | 88,946 | 25,615 | ||||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 3,857 | 66.90 | 1 | |||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 755 | 217 | ||||||
| 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 | 11,233 | 825.29 | 3,235 | 1,050.89 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 14 | 4 | ||||||
| 2025-06-25 | NP | 富国银行大师信托 - 富国银行纪律大盘投资组合 纪律大盘投资组合 | 4,305 | 30.73 | 1,006 | 30.99 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 931 | 268 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 19,791 | 12.07 | 5,699 | 39.34 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 大盘成长投资组合 A 类 | 48,085 | 1.99 | 13,848 | 26.80 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 10,882,451 | 4.18 | 3,133,928 | 29.53 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 5,981 | 3.46 | 1,722 | 28.60 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 11,195 | 0.75 | 3,212 | 24.80 | ||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,306 | 645 | ||||||
| 2025-08-07 | 13F | 88 号码头投资伙伴有限公司 | 12,900 | 3,715 | ||||||
| 2025-07-18 | 13F | 三部曲资本公司 | 9,703 | 2.54 | 2,794 | 27.52 | ||||
| 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 | 495,286 | 6.44 | 115,743 | 6.64 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 1,516 | 0.60 | 436 | 24.93 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 19 | 533.33 | 5 | |||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 19,134 | 31.06 | 5,510 | 62.97 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 110,197 | 263.81 | 31,736 | 352.26 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 42,169 | 15.60 | 9,854 | 15.81 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 3 | 1 | ||||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 13 | 225.00 | 4 | |||||
| 2025-05-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 4,400 | 1,019 | ||||||
| 2025-08-06 | 13F | 地平线投资服务有限责任公司 | 8,276 | 2,383 | ||||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 473 | 26.13 | 136 | 58.14 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 51,435 | 2.82 | 14,622 | 26.20 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 443 | 31.85 | 109 | 50.00 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 664,075 | 35.81 | 187,674 | 73.29 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 12,100 | 92.06 | 3,485 | 138.79 | |||
| 2025-08-22 | NP | FDSVX - 富达增长发现基金 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 | 75,700 | 2.99 | 21,800 | 28.05 | ||||
| 2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 1,635 | 471 | ||||||
| 2025-08-05 | 13F | 西格玛规划公司 | 3,328 | 1.19 | 958 | 25.89 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 641 | 7.91 | 150 | 7.97 | ||||
| 2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 21,514 | 6.92 | 6,017 | 33.41 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 246,781 | 244.58 | 71,068 | 328.42 | ||||
| 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 | 5,443 | 44.45 | 1,567 | 79.70 | ||||
| 2025-08-08 | 13F | 时代广场资本管理有限公司 | 452,758 | 1.76 | 130,385 | 26.51 | ||||
| 2025-08-13 | 13F | Peloton 财富策略师 | 8,170 | 0.31 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 1,044 | 301 | ||||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 139,500 | 65.87 | 39,018 | 106.99 | ||||
| 2025-07-21 | 13F | J2资本管理公司 | 2,524 | 32.49 | 727 | 64.63 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 5,290 | 1,523 | ||||||
| 2025-06-26 | NP | SJGIX - Steward 大盘成长基金机构类别 | 9,000 | 2,103 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 47,169 | 8.26 | 14 | 30.00 | ||||
| 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 | 1,459 | 24.38 | 341 | 24.54 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 2,889 | 10.94 | 832 | 37.81 | ||||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 14,220 | 8.35 | 3,323 | 8.56 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 956 | 0.53 | 270 | 25.00 | ||||
| 2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,600 | 16.08 | 4,643 | 44.87 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 2,981 | 36.74 | 858 | 70.24 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,533 | 76.21 | 1,548 | 120.06 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 2,100 | 605 | ||||||
| 2025-08-14 | 13F | 采石场LP | 1,505 | 178.70 | 433 | 246.40 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 118,614 | 0.88 | 34,158 | 25.42 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 154 | 40.00 | 44 | 76.00 | ||||
| 2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 135,420 | 18.28 | 38,998 | 47.05 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 522 | 146 | ||||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 54 | 16 | ||||||
| 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 | 325 | 37.71 | 94 | 72.22 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9,688 | 82.11 | 2,792 | 122.75 | ||||
| 2025-05-30 | NP | PRGTX - T. Rowe Price 全球科技基金公司 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 | 36,999 | 8,570 | ||||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 7,432 | 2.50 | 2,140 | 27.46 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 176,243 | 3.58 | 50,754 | 28.78 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 1,710 | 1.42 | 492 | 26.15 | ||||
| 2025-08-26 | NP | RMDAX - AllianzGI 中型基金 A | 15,286 | 47.36 | 4,402 | 83.26 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 235 | 20.51 | 55 | 20.00 | ||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 3,123 | 61.23 | 899 | 100.67 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 4,268 | 34.64 | 1,229 | 67.44 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 24 | 7 | ||||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 10,094 | 23.76 | 2,907 | 57.34 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 7,974 | 2 | ||||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 144,086 | 58.10 | 41,494 | 96.56 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 6,347 | 3.42 | 1,483 | 3.63 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 3,846 | 1,108 | ||||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 77 | 10.00 | 22 | 37.50 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 1,042 | 300 | ||||||
| 2025-08-07 | 13F/A | 贝尔投资咨询有限公司 | Call | 0 | 336 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 780 | 0.91 | 225 | 25.14 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 2,167 | 1.03 | 624 | 25.81 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 8,174 | 878.92 | 2,354 | 1,119.17 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 709 | 204 | ||||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 872 | 251 | ||||||
| 2025-08-01 | 13F | 华侨银行 | 2,106 | 22.94 | 606 | 53.03 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 40,223 | 8.41 | 9,400 | 8.61 | ||||
| 2025-08-28 | NP | CIPTX - CHAMPLAIN 战略重点基金 机构股 | 940 | 1.62 | 271 | 26.17 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 10,023 | 20.74 | 2,886 | 50.16 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 3 | 1 | ||||||
| 2025-08-14 | 13F | 方波资本有限责任公司 | 53,426 | 7.85 | 15,386 | 34.09 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 4,423 | 1,274 | ||||||
| 2025-07-15 | 13F | 萨拉湾金融公司 | 720 | 207 | ||||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 289,963 | 49.78 | 83,504 | 86.21 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 5,711,795 | 0.63 | 1,644,883 | 25.12 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 1,629 | 1.56 | 469 | 26.42 | ||||
| 2025-08-26 | NP | XVOL - Acruence 主动对冲美国股票 ETF | 236 | 68 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 7,900 | 68.09 | 2,275 | 109.10 | |||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 835 | 240 | ||||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 2,983 | 4.23 | 697 | 4.50 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,553 | 7.27 | 597 | 7.39 | ||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 263 | 122.88 | 61 | 125.93 | ||||
| 2025-06-27 | NP | TWHIX - 传统基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 216,060 | 23.96 | 50,491 | 24.19 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 90,516 | 11.00 | 26,067 | 38.00 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 4,205 | 1,211 | ||||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛增长机会基金服务 | 4,517 | 1.96 | 1,301 | 26.71 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 57,800 | 4.52 | 17 | 33.33 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 736,493 | 1.91 | 212,095 | 26.70 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 467,900 | 7.56 | 134,746 | 33.73 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 5,819 | 423.29 | 1,675 | 551.75 | ||||
| 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 | 12,034 | 230.24 | 2,812 | 231.21 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 116,447 | 5.72 | 33,534 | 31.43 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 74,889 | 22 | ||||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 1,831 | 2,674.24 | 527 | 3,413.33 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 4,706,539 | 2.03 | 1,355,389 | 26.85 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 7,770 | 643.54 | 2,238 | 824.38 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 237 | 55 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 3,500 | 2.58 | 1,008 | 27.59 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 4,250 | 21.50 | 993 | 21.84 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 196 | 2.08 | 56 | 27.27 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 128,652 | 240.87 | 37,049 | 323.80 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 148 | 30.97 | 41 | 64.00 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 2,686 | 777 | ||||||
| 2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 7,539 | 2,171 | ||||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 49,207 | 334.12 | 14,171 | 439.81 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通中型成长基金 (a) | 191,033 | 6.48 | 55,014 | 32.39 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 275,650 | 4.08 | 79,382 | 29.41 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 1,082 | 312 | ||||||
| 2025-08-14 | 13F | 斯托克布里奇合作伙伴有限责任公司 | 1,561,284 | 11.08 | 449,619 | 38.10 | ||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 增长机会投资组合 VC 级 | 4,868 | 189.25 | 1,402 | 260.15 | ||||
| 2025-08-14 | 13F | 亨廷希尔全球资本有限责任公司 | Put | 2,200 | 634 | |||||
| 2025-08-14 | 13F | 亨廷希尔全球资本有限责任公司 | 11,100 | 22.49 | 3,197 | 52.26 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 1,038,617 | 0.66 | 299,101 | 25.15 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 21 | 5 | ||||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 311,031 | 532.51 | 89,571 | 686.39 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 23,403 | 3,674.68 | 6,740 | 6,506.86 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 81,411 | 2.48 | 19,025 | 2.67 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 82,405 | 3.98 | 23,312 | 29.08 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 869 | 250 | ||||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 315 | 176.32 | 89 | 256.00 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 3,744 | 10.97 | 1,078 | 38.03 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 144 | 18.03 | 34 | 17.86 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 41 | 4,000.00 | 12 | |||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 7,445 | 2,144 | ||||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 2,674 | 21.32 | 770 | 50.98 | ||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 1,805 | 103.72 | 520 | 153.17 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 22,980 | 190.08 | 6,618 | 260.60 | ||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 901 | 259 | ||||||
| 2025-07-24 | 13F | Invictus 私人财富有限公司 | 706 | 203 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 12 | 9.09 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 341,251 | 0.82 | 98,273 | 25.35 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 10,861 | 60.52 | 3,128 | 99.55 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 2,554 | 16.09 | 736 | 44.40 | ||||
| 2025-08-12 | 13F | 富通资本管理有限公司 | 1,242 | 358 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 216 | 62 | ||||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 729 | 2.53 | 210 | 27.44 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 1,137 | 327 | ||||||
| 2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 3,009 | 842 | ||||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 41,395 | 193.94 | 11,921 | 265.42 | ||||
| 2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 7,619 | 19.29 | 2,194 | 48.34 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 3,075 | 0.85 | 886 | 25.18 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 1,300 | 2.28 | 0 | |||||
| 2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 10,731 | 1.15 | 3,090 | 25.76 | ||||
| 2025-08-14 | 13F/A | 哈钦森财务顾问公司 | 2,322 | 669 | ||||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 4,895 | 6.37 | 1,410 | 32.30 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 15,655 | 10.57 | 4,508 | 37.48 | ||||
| 2025-07-09 | 13F | 智慧资本有限公司 | 3,244 | 2.56 | 934 | 27.60 | ||||
| 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 | 1,267 | 728.10 | 365 | 1,037.50 | ||||
| 2025-06-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 198,700 | 46,434 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 2,368 | 270.00 | 682 | 360.14 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 4,880 | 1,405 | ||||||
| 2025-08-05 | 13F | 布莱斯角资本有限责任公司 | 2,905 | 837 | ||||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 2,051 | 1,240.52 | 591 | 1,585.71 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 163,432 | 8.72 | 47 | 38.24 | ||||
| 2025-08-04 | 13F | BLB&B 顾问有限公司 | 856 | 247 | ||||||
| 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 | 18,288 | 5.80 | 5,267 | 31.55 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 3,088 | 1.38 | 889 | 26.10 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 3,135 | 11.01 | 733 | 11.25 | ||||
| 2025-07-09 | 13F | 渠道财富有限公司 | 18,760 | 6.46 | 5,403 | 32.37 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 403 | 181.82 | 113 | 250.00 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 99,096 | 238.92 | 28,538 | 321.40 | ||||
| 2025-08-13 | 13F | 西万特资本管理有限责任公司 | 15,286 | 47.36 | 4,402 | 83.26 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 1,001 | 1.32 | 280 | 26.24 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 31 | 9 | ||||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 12,500 | 3,600 | ||||||
| 2025-08-04 | 13F | 尖峰财富管理 | 295 | 6.50 | 85 | 31.25 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 24 | 300.00 | 7 | 500.00 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 4,466 | 4.49 | 1,253 | 26.69 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 2,821 | 1.44 | 812 | 26.09 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 17,066 | 8.03 | 4,915 | 34.30 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 541 | 9.29 | 156 | 35.96 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 27,360 | 136.05 | 7,879 | 193.55 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 718 | 29.14 | 207 | 60.94 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 10 | 3 | ||||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 865 | 249 | ||||||
| 2025-08-07 | 13F | 戴维森资本管理公司 | 14,619 | 0.97 | 4,210 | 25.53 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 3,122 | 225.89 | 899 | 306.79 | ||||
| 2025-08-12 | 13F | 财富桥资本管理有限公司 | 2,491 | 0.12 | 717 | 24.48 | ||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 1,778 | 512 | ||||||
| 2025-08-28 | NP | FRTY - 阿尔及尔中盘 40 ETF | 5,586 | 1,609 | ||||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 3,016 | 6.50 | 844 | 32.97 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 18,979 | 293.76 | 5,394 | 383.24 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 70,234 | 2,641.37 | 20,226 | 3,310.62 | ||||
| 2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 20 | 5.26 | 5 | 0.00 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 4 | 1 | ||||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 2,272 | 1.07 | 654 | 25.77 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 266,571 | 21.49 | 76,767 | 51.04 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 1,162 | 0.69 | 269 | 11.16 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 2,500 | 720 | |||||
| 2025-07-17 | 13F | 查塔姆资本集团有限公司 | 700 | 202 | ||||||
| 2025-08-26 | NP | XDAT - 富兰克林指数数据 ETF | 162 | 36.13 | 47 | 70.37 | ||||
| 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 | 5,535 | 37.17 | 1,548 | 70.30 | ||||
| 2025-09-03 | 13F | 美国信托 | 1,109 | 319 | ||||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 461 | 24.26 | 133 | 55.29 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 599 | 37.39 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 92,287 | 4.46 | 21,567 | 4.65 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 8,503 | 31.34 | 2,449 | 63.31 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 16,073 | 16.41 | 4,629 | 44.72 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 291 | 22.27 | 68 | 23.64 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 22,188 | 38.98 | 6,390 | 72.77 | ||||
| 2025-07-31 | 13F | 转折点福利集团有限公司 | 2,536 | 16.17 | 730 | 55.98 | ||||
| 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 | 74,408 | 1.79 | 21,428 | 26.56 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 863,975 | 13.89 | 248,808 | 41.60 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 1,062 | 0 | ||||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 6 | 2 | ||||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 8,263 | 2.49 | 2,380 | 27.42 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe Price 结构性中型成长基金标准级 | 50,638 | 3.34 | 14,583 | 28.48 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 54,670 | 153.78 | 16 | 275.00 | ||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 44,075 | 12,693 | ||||||
| 2025-07-30 | NP | AOTG - AOT 增长与创新 ETF | 1,071 | 5.31 | 300 | 31.72 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 1,202 | 346 | ||||||
| 2025-07-11 | 13F | 永久有限公司 | 17,792 | 1.61 | 5,124 | 26.34 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 1,080 | 1.89 | 311 | 26.94 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,371 | 4.78 | 4,579 | 30.76 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 1,185 | 341 | ||||||
| 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 | 229,806 | 7.38 | 64,277 | 34.00 | ||||
| 2025-07-29 | 13F | 佳能全球投资管理有限公司 | 1,800 | 518 | ||||||
| 2025-07-16 | 13F | 诺维姆集团 | 856 | 247 | ||||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 82,469 | 301.25 | 23,749 | 398.93 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 34 | 8 | ||||||
| 2025-08-06 | 13F | 吉纳斯资本管理公司 | 7,050 | 2,030 | ||||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 6,524 | 1,879 | ||||||
| 2025-07-29 | 13F | Crux 财富顾问 | 1,623 | 29.94 | 467 | 61.59 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 873 | 16.56 | ||||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 1,277 | 368 | ||||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 8,380 | 2,693.33 | 2,413 | 3,397.10 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | Call | 100 | 29 | |||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 195,426 | 4.88 | 56,279 | 30.39 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 28,075 | 21.11 | 8,085 | 50.59 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 59,031 | 124.98 | 17,000 | 179.73 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 2,975 | 857 | ||||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 51,438 | 30.34 | 14,813 | 62.07 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 15,787 | 16.27 | 5 | 33.33 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 169,146 | 11.35 | 48,711 | 38.44 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 1,700 | 490 | |||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 5,400 | 1,555 | |||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 14,281 | 1,007.05 | 4,113 | 1,279.87 | ||||
| 2025-07-29 | NP | BIBL - Inspire 100 ETF | 15,007 | 9.13 | 4,197 | 36.18 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 16,099 | 2.63 | 4,636 | 27.62 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 297,948 | 1.85 | 69,627 | 2.04 | ||||
| 2025-07-18 | 13F | 精准财富策略有限责任公司 | 2,124 | 612 | ||||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 3,520 | 6.54 | 1,014 | 32.42 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 1,293 | 9.02 | 372 | 35.77 | ||||
| 2025-06-26 | NP | HGXAX - 哈特福德全球影响力基金 A 级 | 13,715 | 11.73 | 3,205 | 11.95 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 8,710 | 2,508 | ||||||
| 2025-08-26 | NP | HLGEX - 摩根大通中型成长基金 I 类 | 695,382 | 12.19 | 200,256 | 39.48 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 68,106 | 13.98 | 19,613 | 41.71 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 67,108 | 1.39 | 15,682 | 1.57 | ||||
| 2025-08-25 | NP | LRGG - 麦格理重点大型成长型 ETF | 14,848 | 4,276 | ||||||
| 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 | 52,300 | 27.87 | 15,061 | 58.99 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 120 | 35 | ||||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 850,020 | 36.75 | 245 | 70.63 | ||||
| 2025-06-25 | NP | FDND - FT Vest 道琼斯互联网和目标收入 ETF | 453 | 97.82 | 106 | 98.11 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 6,858 | 16.99 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 236 | 68 | ||||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 3,092,539 | 3.83 | 888,108 | 29.00 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 335,274 | 34.77 | 96,552 | 67.56 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 27,745 | 215.82 | 8 | 250.00 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 35 | 10 | ||||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 6,762 | 1.44 | 1,947 | 38.97 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 35 | 191.67 | 10 | 400.00 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 144,955 | 2.69 | 41,744 | 27.67 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 13,815 | 1.45 | 3,228 | 1.64 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 26,597 | 27.89 | 7,659 | 59.00 | ||||
| 2025-07-16 | NP | CGMM - 资本集团美国中小型股ETF份额类别 | 7,157 | 263.85 | 2,002 | 354.77 | ||||
| 2025-03-27 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 5,830 | 1,360 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪资本增值基金标准类 | 23,232 | 9.61 | 6,690 | 36.28 | ||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 3,666 | 1,056 | ||||||
| 2025-07-16 | 13F | 投资伙伴资产管理公司 | 1,300 | 0.39 | 374 | 25.08 | ||||
| 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 | 149,806 | 3.29 | 41,901 | 28.90 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 66,917 | 19,271 | ||||||
| 2025-08-08 | 13F | 创意策划 | 41,284 | 15.10 | 11,889 | 43.10 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 12,771 | 15.72 | 3,678 | 43.86 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 1,359 | 8.11 | 391 | 34.36 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 851 | 245 | ||||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 3,231,965 | 2.71 | 930,741 | 27.70 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 6,776 | 0.61 | 1,951 | 25.06 | ||||
| 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 | 6,276 | 1,755 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 45,247 | 12.54 | 13,030 | 39.93 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 4,059 | 7.27 | 1,169 | 33.33 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 8,897 | 4.01 | 2,562 | 29.33 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 10,818 | 311.80 | 3,115 | 412.34 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 23 | 130.00 | 7 | 200.00 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 14,537 | 105.27 | 4,183 | 154.84 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 875 | 203 | ||||||
| 2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | Short | -30,181 | -30.97 | -8,692 | -14.17 | |||
| 2025-08-26 | NP | TLGWX - 成长与收入基金 | 14,643 | 4,217 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 212 | 1.92 | 50 | 2.08 |
