0LP3 机构投资人持股, 买家 - Verisk Analytics, Inc.

机构和基金投资人持股 - 买家

在维里斯克分析公司中开设新头寸的主要持有者包括 FBALX - 富达平衡基金, PRMTX - T. Rowe Price 通信与技术基金, Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金, AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级, 耆那全球有限公司, LCLAX - ClearBridge Select 基金 A 类, Tableaux 有限责任公司, HIMCX - 哈特福德中型股 Hls 基金 Ia, QBA2Q - 平衡投资组合初始类别, BASG - 布朗咨询可持续增长ETF, 可变保险产品基金 - 股票选择器全盘投资组合投资者类别, IMC-芝加哥有限责任公司, 太平洋精选基金 - 中型成长投资组合 I 类, FSAEX - 富达系列全行业股票基金, 洞察财富策略有限责任公司, AFOIX - 阿尔及尔中盘重点基金 I 类, FBKFX - 富达平衡K6基金, 瑞穗证券美国有限公司, EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级, 和 LBGAX - ClearBridge 中盘成长基金 A 类 .

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

升级以解锁高级数据。

文件日期	来源	投资者	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-07-15	13F	灰点有限责任公司		1,032	8.18	321	13.43
2025-07-28	NP	SPXV - 标准普尔 500 前医疗保健 ETF		92	6.98	29	12.00
2025-08-28	NP	TUGN - STF 战术增长和收入 ETF		442	22.10	138	28.04
2025-07-18	13F	山茱萸财富管理有限公司		10	100.00	3	200.00
2025-06-25	NP	FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		11,093	170.03	3,288	178.64
2025-08-01	13F	奇尔顿资本管理有限公司		164		51
2025-08-13	13F	EverSource 财富顾问有限责任公司		1,419	42.18	442	49.32
2025-08-27	NP	JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I)		1,608	78.27	501	86.57
2025-08-14	13F	SRN 顾问有限公司		5,479	3.67	1,707	8.52
2025-08-26	NP	GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF		8,515	72.54	2,652	80.65
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		26,761	1.88	8,336	6.64
2025-07-21	13F	Qrg 资本管理公司		22,216	5.77	6,920	10.70
2025-08-13	13F	奥默斯管理公司		10,839	106.89	3,376	116.55
2025-08-05	13F	哈雷尔保险投资与金融服务有限公司		463		0
2025-08-14	13F	地平线投资有限责任公司		11,302	452.94	3,521	478.95
2025-07-29	NP	SXQG-6经络优质增长ETF		2,011		632
2025-08-07	13F	Zions Bancorporation，全国协会 /ut/		176	1.15	55	5.88
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		2,982	7.42	937	13.59
2025-09-02	13F/A	英国全球资产管理公司		25	38.89	5
2025-08-01	13F	德克萨斯州教师退休制度		87,943	26.30	27,394	32.19
2025-08-14	13F	斯坦斯伯里资产管理有限公司		42,921	27.11	13,370	33.04
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		101,858	0.67	31,729	5.36
2025-07-22	NP	JUST - 高盛 JUST 美国大盘股票 ETF		1,668	1.46	524	7.17
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		18,111	160.22	5,369	168.40
2025-08-11	13F	交响金融有限公司		4,058		1,264
2025-08-14	13F	USS投资管理有限公司		805,225	0.01	250,811	4.69
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		194,743	11.75	60,662	16.96
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		252	2.44	78	6.85
2025-08-11	13F	科特兰山资本管理有限公司		4,034	1.03	1,257	7.44
2025-08-13	13F	韩国投资公司		103,189	11.43	32,143	16.63
2025-07-16	13F	签名资源资本管理有限责任公司		6		2
2025-07-24	13F	托莱多信托公司 Na /oh/		132		41
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		473,261	6.46	140,289	9.79
2025-08-13	13F	国会财富管理有限责任公司/德国/		3,182	167.17	991	180.74
2025-08-07	13F	米德咨询服务公司		3,542	11.38	1,103	16.60
2025-07-15	13F	北极星投资管理公司		2		1
2025-07-31	13F	CVA 家族办公室有限责任公司		153	2.68	48	6.82
2025-07-28	13F	港口投资公司		468	836.00	146	935.71
2025-08-26	NP	Profunds - Profunds 工业副总裁		592	17.46	184	22.67
2025-08-12	13F	博克夫，那		15,356	26.36	4,783	32.27
2025-08-12	13F	全球退休合作伙伴有限责任公司		1,067	43.22	332	61.95
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		23,046	9.10	6,832	12.52
2025-07-18	13F	社区金融服务集团有限责任公司		14,937	0.02	4,653	4.68
2025-07-23	13F	萨切塔有限责任公司		19	35.71	6	25.00
2025-08-28	NP	QNXT - iShares 纳斯达克 100 指数前 30 ETF		515	0.19	160	5.26
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		31,115	5.58	9,774	11.72
2025-08-08	13F	Pnc 金融服务集团公司		57,807	1.35	18,007	6.08
2025-08-13	13F	Vinva投资管理有限公司		19,166	142.30	5,916	153.86
2025-08-22	NP	FMDE - 富达增强型中盘 ETF		18,561	41.82	5,782	64.84
2025-06-24	NP	JQUA - 摩根大通美国品质因素 ETF		67,694	0.51	20,067	3.65
2025-08-14	13F	长荣资本管理有限公司		1,182	8.84	368	13.93
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		798,333	2.33	248,681	7.11
2025-07-25	13F	诺斯罗克合伙人有限责任公司		2,210	4.34	688	9.21
2025-07-28	13F	Sagespring 财富合伙人有限责任公司		2,531	4.07	788	8.99
2025-08-14	13F	Ieq资本有限公司		5,944		1,852
2025-08-12	13F	峰会全球投资		6,092		2
2025-06-26	NP	ACVF - 美国保守价值 ETF		1,383	1.92	410	4.87
2025-08-11	13F	授权基金有限责任公司		9,358	104.23	2,915	113.87
2025-08-08	13F	财富联盟		1,141	0.62	355	5.34
2025-08-04	13F	西蒙快速顾问有限公司		1,203	51.32	375	58.47
2025-06-27	NP	RCGE-RockCreek全球平等ETF		1,204		357
2025-05-22	NP	HDUS - 哈特福德纪律美国股票 ETF		3,200	156.20	952	176.74
2025-08-12	13F	旅程战略财富有限公司		1,753		546
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		64,508	1.38	19,122	4.55
2025-06-25	NP	QIDX - Indexperts 优质盈利 ETF		646	137.50	191	144.87
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		16,100		4,773
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		2,327	1.66	725	6.31
2025-08-14	13F	高盛集团公司		1,244,187	9.15	387,564	14.24
2025-08-14	13F	美世全球顾问公司 /adv		14,568	0.89	4,538	5.61
2025-08-29	NP	ETADX - Eventide 股息机会基金 A 类股票		83,727	20.83	26,081	26.47
2025-08-14	13F	高盛集团公司	Put	63,300		19,718
2025-06-30	NP	COWG - Pacer 美国大盘现金牛成长领袖 ETF		43,446	105.80	12,879	112.23
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		13,749	10.71	4,319	17.14
2025-08-29	NP	ETGLX - Eventide 吉利德 N 类基金		63,720		19,849
2025-07-29	13F	埃弗伦斯资本管理公司		2,770	47.34	1
2025-08-08	13F	创意策划		24,697	14.79	7,693	20.15
2025-08-01	13F	河水合作伙伴有限责任公司		1,284	0.71	400	5.28
2025-08-13	13F	基尔特集团有限公司		23		7
2025-08-13	13F	联合爱马仕有限公司		265,579	57.80	82,728	65.16
2025-08-14	13F	Occudo 定量策略 Lp		6,928		2,158
2025-07-10	13F	交易所交易概念有限公司		14,074	6.83	4,384	11.84
2025-08-12	13F	DnB 资产管理公司		32,202	4.94	10,031	9.83
2025-07-30	13F	克林曼联合有限责任公司		876		273
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		619	11.13	183	14.38
2025-08-06	13F	瑞索纳资产管理有限公司		47,444	5.25	14,755	10.17
2025-08-29	NP	STXG-Strive 1000 成长 ETF		407	3.30	127	7.69
2025-07-25	13F	Envestnet 投资组合解决方案公司		56,246	436.80	17,520	461.90
2025-08-14	13F	惠灵顿管理集团有限责任公司		409,375	145.69	127,520	157.15
2025-08-28	NP	SELV - SEI 增强型低波动性美国大盘 ETF		10,393	8.01	3,237	13.06
2025-09-04	13F/A	顾问集团控股公司		15,454	50.62	4,805	57.23
2025-08-13	13F	法国外贸银行		32,955		10,265
2025-08-12	13F	德国商业银行		90,690	6.24	28	12.00
2025-07-16	13F	巴顿基金管理公司		769		240
2025-07-29	NP	GROYX - 胜利先锋精选中型股成长基金 Y 类		110,261	0.40	34,637	6.22
2025-07-30	13F	普林斯顿全球资产管理有限公司		24		7
2025-08-04	13F	精明顾问公司		699		218
2025-07-22	13F	湾港财富管理有限责任公司		7	75.00	2	100.00
2025-08-13	13F	安盟资产管理公司		4,277	201.41	1,320	215.79
2025-07-22	13F	净值顾问小组		1,163	10.87	362	16.03
2025-07-28	NP	NMANX - Neuberger Berman 中型成长基金投资者类别		87,100	19.48	27,362	55.16
2025-08-26	NP	EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,163	1,015.16	2,543	1,071.43
2025-07-24	13F	CWM 顾问有限责任公司		14,075	4.82	4,384	9.71
2025-08-14	13F	劳里恩资本管理有限公司		1,884		587
2025-08-27	13F/A	Squarepoint Ops LLC	Put	700		218
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		76,633	3.42	23,871	8.24
2025-07-24	13F	标准人寿安本有限公司		113,584	6.31	35,074	10.19
2025-06-23	NP	规模 - iShares Edge MSCI 美国规模因子 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,046	7.68	606	10.99
2025-08-05	13F	Simplex 贸易有限公司	Put	2,700	8.00	1
2025-08-05	13F	Simplex 贸易有限公司		3,842		1
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		1,356	62.79	422	70.85
2025-08-11	13F	布拉德利·福斯特和萨金特公司/ct		4,204	32.41	1,310	38.67
2025-08-13	13F	帕克沃斯财富管理有限公司		7	133.33	2
2025-07-18	13F	埃瓦有限责任公司		1,105	3.56	344	8.52
2025-08-27	NP	TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始		838	2.70	261	7.85
2025-08-20	NP	QMNIX - AQR 股票市场中性基金 I 类	Short	-29,090	53.70	-9,062	60.88
2025-06-26	NP	CRQSX - 天主教责任投资股票指数基金机构股		16,179	42.50	4,796	46.95
2025-08-11	13F	波特赛德财富集团有限责任公司		2,114	0.96	659	5.62
2025-08-11	13F	新时代阿尔法顾问有限责任公司		1,324	1,354.95	412	1,425.93
2025-07-23	NP	CFMSX - 中盘精选基金栏		77,559	1.86	24,364	7.78
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类		367	8.90	114	14.00
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		15,508	0.58	4,597	3.75
2025-08-26	NP	FKDNX - 富兰克林 Dynatech 基金 A 类		200,000	53.85	62,300	61.02
2025-08-14	13F	克雷斯特蒙特私人财富有限责任公司		2,245	10.16	699	15.35
2025-07-29	NP	CLSE - 融合多/空股票 ETF		2,577	176.50	810	259.56
2025-07-14	13F	索维尔金融服务有限责任公司		1,568	0.26	488	4.95
2025-08-14	13F	大和证券集团公司		31,481	3.36	10	0.00
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		618	0.16	193	13.61
2025-06-26	NP	FLRG - 富达美国多因素 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7,523	2.45	2,230	5.69
2025-06-26	NP	AMGAX - 阿尔杰中型成长基金 A 类		19,626	52.10	5,818	56.88
2025-07-31	13F	北极星资产管理公司		19,763	156.10	6,156	168.12
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		10,625	3.54	3,338	9.55
2025-08-14	13F	CTC替代策略有限公司		1,550		483
2025-08-12	13F	阿维索金融公司		18,920	5.70	5,894	10.63
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		1,340	82.56	417	91.28
2025-07-24	NP	HNDRX - Horizon 定义风险基金投资者类别		2,155	8.18	677	14.38
2025-04-03	13F	第一夏威夷银行		9,974	3.02	2,968	11.33
2025-08-26	NP	PRMTX - T. Rowe Price 通信与技术基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		251,200		78,249
2025-06-24	NP	HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF		449		133
2025-08-29	NP	MVIAX - Praxis 价值指数基金 A 类		1,070	494.44	333	528.30
2025-07-22	NP	GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF		7,614	31.91	2,392	39.58
2025-08-29	NP	投票 - 1 号引擎 Transform 500 ETF		2,139	0.42	596	-5.55
2025-08-07	13F	CSM 顾问有限责任公司		701	3.09	0
2025-06-30	NP	LGDX - Intech 标准普尔大盘多元化阿尔法 ETF		105		31
2025-03-27	NP	SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级		2,593	102.58	745	112.25
2025-07-22	NP	FLCC-联邦 Hermes MDT 大型核心 ETF		425	28.40	134	35.71
2025-08-13	13F	罗素投资集团有限公司		134,747	7.49	41,959	12.51
2025-07-23	NP	CFMCX - 中型股基金		26,143	7.63	8,213	13.88
2025-07-25	13F	宁静合作伙伴有限责任公司		3,231	1.10	1,006	5.78
2025-08-27	NP	VMGIX - 先锋中型成长指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,139,759	4.13	355,035	8.99
2025-07-21	13F	未来资产环球投资有限公司		78,594	4.97	24,482	10.59
2025-06-24	NP	PMVAX - 普特南可持续未来基金 A 类股票		34,200	11.76	10,138	15.26
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		70,984	0.62	22,112	5.31
2025-06-27	NP	KMID - Virtus KAR 中型 ETF		3,240	48.15	960	52.87
2025-05-15	13F/A	Orion 投资组合解决方案有限责任公司		12,368	2.97	3,681	11.25
2025-08-14	13F	明治安田生命保险公司		4,506	12.01	1,404	17.21
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		71,454	1.26	22,447	7.13
2025-08-08	13F	Avantax 咨询服务公司		8,125	5.23	2,531	10.10
2025-07-28	13F	布林莫尔信托公司		908	0.55	283	5.22
2025-08-07	13F	ProShare 顾问有限责任公司		214,478	4.97	66,810	9.86
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		203,046	8.86	63,785	15.18
2025-08-14	13F	工程师门经理 LP		34,162	1,547.16	10,641	1,624.64
2025-08-13	13F	斑眼贸易有限责任公司	Put	3,000	150.00	934	161.62
2025-08-04	13F	Pensionmark 金融集团有限公司		4,432	23.94	1,381	29.70
2025-08-13	13F	斑眼贸易有限责任公司		22,481	3,659.36	7,003	3,855.93
2025-08-20	NP	QHFRX - AQR MS Fusion HV 基金 R6 类	Short	-79		-25
2025-08-14	13F	耆那全球有限公司		61,447		19,141
2025-08-13	13F	斑眼贸易有限责任公司	Call	3,000	1,400.00	934	1,483.05
2025-07-29	NP	VRGWX - Vanguard Russell 1000 增长指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		174,184	5.97	54,718	12.12
2025-05-22	NP	HQGO - 哈特福德美国质量增长 ETF		132		39
2025-08-27	NP	TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务		3,312	2.38	1,032	7.17
2025-07-28	NP	SPXT - S&P 500 除科技 ETF		852	4.67	268	10.79
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		9,133	5.74	2,869	11.90
2025-08-15	NP	Guardian 可变产品信托 - Guardian All Cap Core VIP 基金		2,652	31.03	826	37.21
2025-06-23	NP	USMV - iShares Edge MSCI Min Vol USA 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		352,183	1.32	104,398	4.49
2025-07-29	13F	路边石金融管理公司		9,570	0.74	2,981	5.45
2025-06-27	NP	SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级		33,380	32.34	9,895	36.49
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		38,094	8.26	11,292	11.65
2025-08-26	NP	EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级		9,650		3,006
2025-08-12	13F	AlphaCore资本有限责任公司		88		27
2025-08-14	13F	多元化咨询服务有限公司		6,567		1,707
2025-08-25	13F/A	普罗穆斯资本有限责任公司		2,329	23.95	726	29.70
2025-08-15	13F/A	乐天证券公司		4	33.33	1
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		4,266	226.90	1,329	242.27
2025-08-08	13F	福斯塔·阿普丰登		69,600	30.09	21,680	36.16
2025-08-14	13F	Bamco Inc /纽约/		1,214,330	0.15	378,264	4.82
2025-07-30	NP	FSAKX - 战略顾问美国全股票基金		90,871	27.79	28,546	35.21
2025-07-11	13F	沃克金融服务公司		2,018	0.15	629	4.84
2025-07-11	13F	阿迪朗达克信托公司		82	60.78	26	66.67
2025-07-30	13F	鲍嘉财富有限责任公司		18	50.00	6	66.67
2025-08-13	13F	RSM美国财富管理有限公司		5,303	25.75	1,652	31.55
2025-08-18	13F/A	加拿大国家银行/fi/		200,013	46.28	62,303	53.10
2025-07-07	13F	洞察财富策略有限责任公司		12,334		3,860
2025-08-13	13F	胜利资本管理公司		261,468	73.69	81,447	81.79
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		3,135	5.95	977	10.91
2025-08-14	13F	格雷厄姆资本管理有限合伙人		9,093	328.92	2,832	349.52
2025-08-05	13F	顾问首选有限责任公司		9,899	322.31	3,098	343.06
2025-08-13	13F	法国集团		20,858	17.23	6,469	22.47
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		49,640	1.33	15,463	6.05
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		8,076	4.77	2,516	9.63
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		34,307	6.24	10,687	11.19
2025-06-30	NP	PALC - Pacer Lunt 大盘多因素交流发电机 ETF		4,550	122.17	1,349	129.25
2025-08-12	13F	MAI资本管理		31,378	0.94	9,774	5.65
2025-08-14	13F	Principia 财富咨询有限公司		9	125.00	3	100.00
2025-08-27	NP	PRAXIS FUNDS - Praxis Impact 大盘价值 ETF		63		20
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		141	7.63	42	10.81
2025-07-28	NP	AVLC - Avantis 美国大盘股票 ETF		2,430	22.05	763	29.10
2025-08-27	NP	VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,494,314	1.55	1,399,979	6.29
2025-08-15	13F	同心资本策略有限合伙人		6,648		2,071
2025-08-01	13F	奥斯曼资本公司		1,197	1.53	373	6.29
2025-08-07	13F	Proficio 资本合作伙伴有限责任公司		2,072	40.47	645	46.92
2025-07-11	13F	IFM 投资者有限公司		28,941	3.60	9,015	8.43
2025-08-14	13F/A	斯科波斯实验室有限公司		1,072	25.53	334	31.10
2025-06-24	NP	创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF		2,282	608.70	676	634.78
2025-08-29	NP	CHGX - Stance 可持续 Beta ETF		4,186	613.12	1,304	675.60
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		498	1.01	148	4.26
2025-05-05	13F	林布鲁克资本有限公司		413	2.23	123	9.91
2025-08-27	NP	RYTTX - 标准普尔 500 2x 策略基金 A		453	0.44	141	5.22
2025-07-29	13F	增值财富合作伙伴有限责任公司		4,548	0.84	1,417	6.07
2025-08-20	NP	QMHIX - AQR 管理期货策略 HV 基金 I 类		2,714	97.96	845	107.11
2025-08-05	13F	柏拉图投资管理有限公司		4,877	1.27	1,514	4.49
2025-08-13	13F	第一信托顾问有限公司		228,886	150.17	71,298	161.84
2025-08-28	NP	RAYD - 瑞联量化发达市场股票ETF		2,118	67.03	660	94.40
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		24,338	1.43	7,215	4.60
2025-08-13	13F	VestGen Advisors, LLC		649		202
2025-07-17	13F	城市控股公司		5,130	7.52	1,598	12.54
2025-08-13	13F	RIA 咨询集团有限责任公司		3,979	55.86	1,239	63.24
2025-07-14	13F	公园大道证券有限公司		9,859	0.82	3	50.00
2025-08-07	13F	三菱UFJ国际资产管理有限公司		277,445	7.25	86,424	12.25
2025-08-12	13F	伊芙琳合伙投资管理有限公司		341	360.81	63	181.82
2025-08-26	NP	QCEQRX - 股票指数账户类别 R1		69,092	9.62	21,522	14.74
2025-07-10	13F	巴德尔银行		2,113	33.40	650	37.79
2025-08-15	13F	CI 私人财富有限责任公司		248,780	98.77	72,425	94.43
2025-08-18	13F	吉诺斯财富管理公司		266	5.14	83	9.33
2025-08-14	13F	SummitTX Capital，LP		851		265
2025-08-14	13F	HRT金融有限责任公司		40,046		12
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		48,500	15.75	15,108	21.15
2025-07-29	NP	GBFFX - GMO 无基准基金 III 类	Short	-227	-19.79	-71	-15.48
2025-08-13	13F	德克萨斯州雇员退休制度		1,150		0
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		7,877	10.29	2,335	13.74
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		17,325	7.68	5,442	13.94
2025-06-24	NP	BBUS - 摩根大通 BetaBuilders 美国股票 ETF		12,385	4.44	3,671	7.72
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		846	13.40	264	18.47
2025-07-29	NP	EBI-长景优势ETF		378	626.92	119	686.67
2025-08-29	NP	ETAMX - Eventide 多元资产收益基金 A 类		15,665	7.82	4,880	12.84
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		141,418	2.69	44,425	8.66
2025-07-23	13F	Klp资本管理公司		84,770	2.91	26,406	7.71
2025-08-14	13F	凯普斯通投资顾问有限公司		955		297
2025-08-27	NP	PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF		206		64
2025-07-25	13F	海明顿财富管理		201	0.50	0
2025-07-30	13F	驱动财富管理有限公司		758	6.16	236	11.32
2025-08-28	NP	指数 - S&P 500(R) 等权重空载股		375	2.18	117	6.42
2025-07-16	13F	凯斯米尔资本管理有限公司		2,902	1.54	904	6.35
2025-06-30	NP	QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF		2,235	17.63	663	21.25
2025-08-14	13F	奥斯特维斯资本管理公司		90		28
2025-08-26	NP	THEQ - T. Rowe Price 对冲股票 ETF		62	6.90	19	11.76
2025-08-14	13F	萨斯奎哈纳投资组合策略有限责任公司		91,684		28,560
2025-05-15	13F	德克萨斯州永久学校基金		15,396		4,564
2025-05-30	NP	PRSCX - T. Rowe Price 科学技术基金公司 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		142,603	6,092.05	42,442	6,594.16
2025-08-28	NP	TOPC - iShares 标准普尔 500 指数 3% 上限 ETF		32		10
2025-08-29	NP	DLN - WisdomTree 美国大型股红利基金不适用		7,768	2.78	2,420	7.56
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		29,074	1.92	9,133	7.84
2025-08-29	NP	WOMN -影响力股票 YWCA 女性赋权 ETF		407	1.50	127	5.88
2025-08-12	13F	LPL 金融有限责任公司		116,426	0.34	36,267	5.02
2025-07-11	13F/A	Umb Bank 北美/月		9,017	0.39	2,809	5.05
2025-08-28	NP	SSBIX - 道富平衡指数基金 K 类		823	2.75	256	7.56
2025-06-18	NP	NWHVX - 全国日内瓦中盘成长基金 A 类		28,317	1.50	8,394	4.68
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		1,584	1.41	470	4.69
2025-08-11	13F	CBIZ投资咨询服务有限责任公司		11	450.00	3
2025-07-31	13F/A	亚飞财富		38	111.11	0
2025-07-14	13F	太平洋合作伙伴公司		8		2
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		8,784	18.24	2,759	25.12
2025-08-27	NP	LQPE - PEO AlphaQuest(TM) 主题 PE ETF		1,064		331
2025-03-27	NP	PTLC - Pacer Trendpilot 美国大盘 ETF		9,723	6.30	2,795	16.71
2025-08-14	13F	水产资本管理有限责任公司		5,090	746.92	1,586	790.45
2025-08-06	13F	荷兰集团		23,016	1.87	7,169	6.62
2025-08-14	13F	霍华德休斯医学院		30		9
2025-07-25	13F	我们是一七有限责任公司		1,670		520
2025-08-13	13F	耶鲁山投资顾问有限公司		109		34
2025-07-25	NP	SNPE - Xtrackers S&P 500 ESG ETF		7,158	7.95	2,249	14.23
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		85,936	3.06	26,769	7.87
2025-08-14	13F	Point72香港有限公司		1,714		534
2025-08-29	NP	STRV - Strive 500 ETF		2,435	6.42	759	11.47
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		13,334	1.45	3,953	4.61
2025-07-30	13F	惠蒂尔信托公司		4,387	1.13	1,367	5.81
2025-08-14	13F	Qube研究与技术有限公司		406,136	33.25	126,511	39.47
2025-08-13	13F	施罗德投资管理集团		956,845	1.84	298,057	6.59
2025-07-29	13F	斯坦利拉曼集团有限公司		1,032	15.82	321	21.13
2025-06-27	NP	HAPI - 港湾企业文化ETF		2,888		856
2025-08-14	13F	柯罗尼集团有限责任公司		32,723	1.38	10,194	6.11
2025-08-13	13F	挪威银行		1,785,528		556,192
2025-08-26	NP	PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		55,890	1.76	17,410	6.51
2025-06-25	NP	FXR - 第一信托工业/耐用品生产商 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		57,541	20.07	17,057	35.98
2025-08-13	13F	NEOS投资管理有限责任公司		33,371	65.29	10,395	73.02
2025-06-24	NP	MYSPX - MainStay MacKay S&P 500 指数基金投资者类别		4,364	0.74	1,294	3.86
2025-07-15	13F	诺登集团有限公司		1,586	23.23	494	28.98
2025-07-28	NP	IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,872	0.65	588	6.52
2025-08-25	NP	GARIX - Gotham 绝对回报基金机构级		826	17.50	257	55.76
2025-05-29	NP	GLBIX - Leuthold 全球基金机构类	Short	-36		-11
2025-08-15	13F	嘉实基金管理有限公司		31,126	57.98	9	80.00
2025-08-15	13F	公平控股公司		915	2.12	285	7.14
2025-08-26	NP	LEAD - Siren DIVCON 领先股息 ETF		4,771	3.02	1,486	7.84
2025-08-28	NP	AMGOX - 阿尔杰中型成长投资组合 I-2 级		6,741	19.01	2,100	24.57
2025-08-01	13F	纽约人寿投资管理有限公司		20,982	0.27	6,536	4.95
2025-06-26	NP	MSTVX - 晨星另类基金				123	0.00
2025-08-20	NP	全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类		142		44
2025-06-25	NP	LBGAX - ClearBridge 中盘成长基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,900		2,045
2025-07-11	13F	格罗夫银行与信托		55	10.00	17	21.43
2025-07-15	13F	毅力家族办公室有限责任公司		52	30.00	16	45.45
2025-07-24	NP	ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题		9		3
2025-08-14	13F	魁北克加丁储蓄银行联合会		18,451	11.78	5,748	17.00
2025-07-08	13F	加拉赫资本管理有限责任公司		835		260
2025-07-14	13F	西方资产管理有限责任公司		689		215
2025-04-29	NP	SMIZ - Zacks 中小型股 ETF		983	38.45	292	39.90
2025-08-07	13F	艾迪生顾问有限责任公司		941	1.07	293	5.78
2025-08-06	13F	法国巴黎银行资产管理控股公司		165,006	1.39	51	6.25
2025-08-07	13F	虎钳技术公司		2,953	73.50	920	96.37
2025-04-17	13F	维斯塔财富管理集团有限责任公司		1,078	4.97	321	13.48
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		125,377	1.64	39,055	6.39
2025-08-27	NP	RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金		985	48.34	307	55.33
2025-07-31	13F	奥本海默公司		703	3.69	219	8.46
2025-07-17	13F	催化财富 RIA 有限责任公司		1,228		383
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级		9,111	0.25	2,701	3.37
2025-07-08	13F	并行顾问有限责任公司		2,565	8.14	799	13.19
2025-08-01	13F	霍华德资本管理公司		3,791	2.24	1,183	7.16
2025-08-13	13F	柏瑞投资有限公司		11,108		3,460
2025-07-23	NP	NMCAX - Voya MidCap Opportunities Fund A 类		63,696	3.66	20,009	9.68
2025-08-12	13F	管家合伙人投资咨询有限公司		2,542	144.89	792	156.82
2025-08-05	13F	斯卡伯勒顾问有限责任公司		1		0
2025-08-14	13F	安大略省投资管理公司		102,897	8.58	32,052	13.64
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		115	248.48	34	277.78
2025-08-06	13F	Kcm 投资顾问有限公司		3,595	0.25	1,120	4.87
2025-07-17	13F	汉森与多雷姆斯投资管理公司		519	3.80	0
2025-07-30	NP	FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		191,500		60,158
2025-08-14	13F	加拿大养老金计划投资委员会		208,336	10.29	64,897	15.44
2025-07-10	13F	贝克天职金融有限公司		1,101	1.29	343	5.88
2025-08-12	13F	巴尔 ES & Co		1,913		596
2025-07-14	13F	UMA 金融服务公司		7		2
2025-08-11	13F	沃杜州银行		5,737	10.20	2	0.00
2025-08-25	NP	美国互助投资公司 - 全美国基金类别		1,429	190.45	445	204.79
2025-07-23	13F	Trueblood 财富管理有限责任公司		792	0.13	247	4.68
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		42,328	0.43	12,547	3.57
2025-08-13	13F	铁路养老金投资有限公司		49,500	11.99	15,419	17.22
2025-07-09	NP	普特南 ETF 信托 - 普特南可持续未来 ETF -		34,769	16.10	10,922	22.84
2025-07-10	13F	财富增值咨询服务有限公司		18,985	3.44	5,772	5.68
2025-08-14	13F	长城汽车顾问有限责任公司		4,906	15.93	1,528	21.37
2025-08-12	13F	APG 资产管理公司		161,760	1.74	42,926	-2.01
2025-07-10	13F	阿迪克斯财富管理有限公司		4		1
2025-08-14	13F	韦瑟比资产管理公司		14,668	7.07	4,569	21.10
2025-07-24	NP	NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF		4		1
2025-06-26	NP	CRBN - iShares MSCI ACWI 低碳目标 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,273	1.64	1,563	4.83
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		3,199	2.01	948	5.22
2025-07-11	13F	远远财务顾问有限责任公司		5,324	223.84	1,658	237.68
2025-08-13	13F	峰会金融有限责任公司		5,605	0.11	1,746	4.74
2025-07-21	13F	乐凯资产管理有限公司		9,278		2,890
2025-08-13	13F	百达资产管理控股公司		67,769	5.03	21,110	9.93
2025-06-26	NP	AFOIX - 阿尔及尔中盘重点基金 I 类		10,796		3,200
2025-08-08	13F	国民年金服务		222,528	0.73	69,317	5.43
2025-08-14	13F	德肖公司		648,336	1.46	201,957	6.19
2025-07-25	13F	正义投资有限责任公司		22,277	12.83	6,941	18.11
2025-07-09	13F	切斯利塔夫脱联合有限责任公司		4,358	5.11	1,358	10.06
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		313,106	0.59	92,814	3.73
2025-08-12	13F	Tableaux 有限责任公司		48,479		2,753
2025-08-27	NP	高级系列信托 - Ast 平衡资产配置投资组合		4,000	233.89	1,246	288.16
2025-07-18	13F	邮政银行资产管理公司		21,206	0.08	6,606	4.74
2025-07-30	13F	卡伦/弗罗斯特银行家公司		3,615	13.86	1,126	19.05
2025-08-05	13F	GPS 财富策略集团有限责任公司		45		14
2025-08-27	NP	AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI Discovery Mid Cap Growth Fund Series II		48,681	17.47	15,164	22.95
2025-08-08	13F	基金会投资顾问有限责任公司		672		209
2025-07-30	13F	IMG 财富管理有限公司		10		3
2025-06-27	NP	DUBS - Aptus 大盘增强收益 ETF		872	4.68	258	7.95
2025-06-24	NP	JMNAX - 摩根大通研究市场中性基金 A 类	Short	-4,327	-37.77	-1,283	-35.84
2025-08-14	13F	DRW 证券有限责任公司		1,148		358
2025-08-14	13F	LMR 合伙人律师事务所		3,301	19.00	1,028	24.61
2025-07-29	13F	商财富合作伙伴有限责任公司		746	1.50	232	6.42
2025-08-29	NP	STXD - Strive 1000 股息增长 ETF		438		136
2025-08-11	13F	贝尔投资顾问公司		171	1.18	53	6.00
2025-06-24	NP	QAACX - Federated MDT All Cap 核心基金 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		24,077	3.34	7,137	6.57
2025-08-06	13F	Vestmark 咨询解决方案公司		3,144	74.67	980	82.99
2025-07-23	13F	Nbt 银行 NA /纽约		341	11.44	106	16.48
2025-07-14	13F	AdvisorNet 金融公司		42	2.44	13	8.33
2025-04-02	13F	马库姆财富有限责任公司		679		202
2025-08-05	13F	新方资本有限责任公司		98	68.97	31	76.47
2025-08-12	13F	Legal & General 集团有限公司		1,199,166	8.81	373,540	13.89
2025-07-28	NP	AVSU - Avantis 责任美国股票 ETF		1,788	11.68	562	18.11
2025-05-20	NP	FLQM - 富兰克林 LibertyQ 美国中型股票 ETF		54,747	17.85	16,294	27.35
2025-08-05	13F	克雷斯特伍德顾问集团有限责任公司		1,424	11.08	443	16.27
2025-08-22	NP	QBA2Q - 平衡投资组合初始类别		34,400		10,716
2025-08-29	NP	BASG - 布朗咨询可持续增长ETF		31,324		9,757
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		33,084	5.33	10,393	11.45
2025-07-28	NP	景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		864	10.63	271	17.32
2025-07-22	13F	法雷奥财务顾问有限责任公司		927	29.83	289	35.85
2025-06-23	NP	LVPIX - 大盘价值深度投资者类别		435	1,218.18	129	1,322.22
2025-08-08	13F	SG美洲证券有限责任公司		6,457	13.96	2	100.00
2025-08-27	NP	HCSRX - 天主教 SRI 增长投资组合 HC 战略股票		137	37.00	43	44.83
2025-07-24	13F	康宁公司		694		216
2025-08-14	13F	沃伦·艾弗里特资产管理有限责任公司		687	1.03	214	5.94
2025-07-18	13F	九十一 SA (PTY) 有限公司		25,421	0.97	7,856	4.68
2025-08-07	13F	HighPoint 顾问集团有限责任公司		2,552	1.75	795	8.32
2025-08-26	NP	GFSYX - 机构战略另类基金				90	-65.38
2025-08-04	13F	资产标记公司		8,279	20.14	2,579	25.76
2025-08-26	NP	富兰克林邓普顿可变保险产品信托 - 富兰克林大盘增长 VIP 基金 1 级		3,562	30.48	1,110	36.58
2025-08-14	13F	量化资本有限公司		2,670		832
2025-07-22	13F	杰默资产管理有限公司		770	5.91	240	10.65
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		708	21.23	221	27.17
2025-08-11	13F	独立顾问联盟		12,619	0.16	3,931	4.83
2025-08-14	13F	本杰明·爱德华兹公司		11,725	605.90	3,653	639.27
2025-07-21	13F	塞罗斯金融有限责任公司		2,297		716
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		18,354	0.55	5,766	6.38
2025-08-08	13F	MTM 投资管理有限责任公司		3,169	0.03	987	4.33
2025-08-13	13F	双峰财富顾问有限责任公司		112		29
2025-08-13	13F	丰业资本公司		34,873	10.00	10,863	15.12
2025-08-27	NP	VSLU - 应用金融估值大盘 ETF		383	1.86	119	7.21
2025-08-14	13F	雅各布斯利维股权管理公司		21,528	343.60	6,706	364.34
2025-08-26	NP	QQXT - First Trust Nasdaq-100 除科技行业指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		63,803	846.35	19,875	890.73
2025-08-27	NP	CSXAX - Calvert 美国大盘核心责任指数基金 A 类		19,280	12.85	6,006	18.12
2025-08-12	13F	OneAscent 金融服务有限责任公司		1,382	10.30	0
2025-08-04	13F	阿特里亚投资有限公司		13,111	0.85	4,084	5.53
2025-06-25	NP	FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		33,874	1.47	10,041	4.65
2025-08-29	NP	SPXUX-WisdomTree 500 数字基金 N/A		33	200.00	10	233.33
2025-08-27	NP	VFINX - Vanguard 500 指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,970,555	1.19	1,236,828	5.91
2025-07-29	13F	价值观第一顾问公司		813		253
2025-08-08	13F	IMA 财富公司		3		1
2025-08-12	13F	保德信金融公司		91,832	26.53	28,606	32.43
2025-06-23	NP	IYY - iShares 道琼斯美国 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,969	0.59	1,769	3.75
2025-07-29	NP	QQQM - 景顺纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		420,607	9.15	132,129	15.49
2025-06-24	NP	TNBIX - 1290 SmartBeta 股票基金 I 类		2,496	56.00	740	61.00
2025-08-27	NP	BFGFX - 男爵聚焦成长基金		215,000	2.38	66,972	7.16
2025-06-25	NP	LCLAX - ClearBridge Select 基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		51,500		15,266
2025-08-07	13F	中央信托公司		871	0.58	271	5.45
2025-08-26	NP	JLPSX - 摩根大通美国大型核心Plus基金I类		0	-100.00	0	-100.00
2025-07-24	NP	SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF		8,305	19.19	2,609	26.11
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		74,663	0.77	23,455	6.61
2025-08-14	13F	麦格理集团有限公司		328,017	0.79	102,177	5.49
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		39,067	2.48	12,273	8.43
2025-07-29	NP	AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级		1,193	19.42	375	26.35
2025-08-27	NP	QQH - HCM Defender 100 指数 ETF		2,858	1.85	890	6.59
2025-08-14	13F	迪尔伯恩合伙公司		3,142	139.66	979	150.77
2025-08-28	NP	SVOAX - Simt US 管理波动性基金 F 级		7,795	330.66	2,428	351.30
2025-07-28	NP	ISPY - ProShares 标准普尔 500 高收益 ETF		2,224	17.61	699	24.42
2025-08-12	13F	铭文资本有限责任公司		1,003		313
2025-08-27	13F/A	布林克资本投资有限公司		13,149	6.31	4,096	11.30
2025-06-30	NP	XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5	25.00	1	0.00
2025-08-11	13F	经验金融有限责任公司		5,211	0.66	1,623	5.39
2025-08-26	NP	XVV - iShares ESG 筛选的 S&P 500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,224	24.14	381	30.03
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		10,035		3,152
2025-07-28	13F	卡拉汉顾问有限责任公司		20,367	16.09	6,344	21.51
2025-08-04	13F	奎克财富管理有限责任公司		3		1
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		19,179	15.65	6,025	22.36
2025-08-14	13F	巴利亚斯尼资产管理有限公司		40,905		12,742
2025-06-26	NP	ETLGX - E*TRADE 免费大盘指数基金		22		7
2025-08-26	NP	GVIZX - 价值股票指数基金投资者		207		64
2025-08-13	13F	奥斯特鲁姆资产管理公司		14,293	20.45	4,452	26.08
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		253,300		79,572
2025-08-27	NP	HCIGX - 机构成长股票投资组合 HC 战略股票		4,739	16.01	1,476	21.48
2025-08-01	13F	Y-Intercept (香港) 有限公司		25,347	1,201.85	7,896	1,263.56
2025-07-28	NP	AVUQ-Avantis美国优质ETF		125		39
2025-08-11	13F	先锋集团公司		16,894,802	0.96	5,262,731	5.67
2025-07-31	13F	三井住友信托控股公司		338,608	1.36	105,476	6.08
2025-08-22	NP	MBAAX - 全球策略师投资组合 A 类股		512	3.85	159	8.90
2025-08-12	13F	OneAscent投资解决方案有限责任公司		1,692	6.42	1
2025-08-04	13F	汉兹金融服务公司		109	62.69	0
2025-06-27	NP	YOKE——Yoke核心ETF		960		285
2025-08-20	NP	全国可变保险信托 - NVIT S&P 500 指数基金 IV 级		12,414	3.54	3,867	8.35
2025-07-25	NP	FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,377	2.30	433	8.27
2025-05-15	13F	乐天投资管理公司		18,030	59.35	5,311	77.68
2025-07-25	13F	橡树岭投资有限公司		41,578	1.17	12,952	5.90
2025-07-14	13F	伽玛投资有限责任公司		4,957	22.49	1,544	28.24
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Put	52,600	66.98	16,385	74.76
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		39,214	175.19	12,215	188.02
2025-07-23	13F	哈迪里德有限责任公司		4,360	0.05	1,358	4.78
2025-07-28	NP	TQQQ - ProShares UltraPro QQQ		129,853	12.77	40,792	19.31
2025-08-14	13F	峰会步道顾问有限公司		3,340	65.51	1,040	73.33
2025-07-29	NP	JSTC - Adasina 社会正义全盘全球 ETF		3,319	16.91	1,043	23.75
2025-07-09	13F	捷克国家银行		34,192	5.42	10,651	10.33
2025-07-23	13F	沃姆瑟兄弟管理公司		837	94.65	261	106.35
2025-07-31	13F	Stegent 股权顾问公司		6,258	27.17	1,949	33.13
2025-08-29	NP	TECHX - WisdomTree 科技创新 100 数字基金 N/A		45	2.27	14	7.69
2025-08-28	NP	TPLC - Timothy Plan 美国大盘核心 ETF		4,809	1.33	1,498	6.09
2025-05-29	NP	JAFSX - 科学技术信托资产净值		15,696	5,202.70	4,671	5,666.67
2025-08-01	13F	信托投资顾问		654		204
2025-08-07	13F	STF管理有限合伙人		2,119	1.83	660	6.62
2025-08-27	NP	RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金		6,282	202.60	1,957	217.02
2025-08-08	13F	Mjp 联营公司 /adv		1,787	0.73	557	5.30
2025-08-14	13F	立体派系统策略有限责任公司		29,467		9,179
2025-08-13	13F	贝尔德金融集团有限公司		86,727	4.24	27,015	9.10
2025-08-12	13F	英国保诚集团		29,989	69.31	9,342	77.21
2025-08-11	13F	野村资产管理有限公司		71,106	3.17	22,150	7.98
2025-06-24	NP	FGSAX - 联邦 MDT 中型成长基金 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		52,373	20.79	15,525	24.57
2025-07-17	13F	CWA资产管理集团有限责任公司		1,116	63.16	348	70.94
2025-06-26	NP	TIEIX - TIAA-CREF 机构类别股票指数基金		125,243	8.86	37,126	12.27
2025-06-26	NP	DFUS - 维度美国股票 ETF		37,137	11.37	11,009	14.86
2025-08-26	NP	Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票		14,112	44.24	4,396	50.98
2025-07-25	NP	USCA - Xtrackers MSCI 美国气候行动股票 ETF		11,328	1.93	3,559	7.85
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
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		8,560	240.09	2,666	255.94
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		161,988	1.12	50,459	5.83
2025-08-27	NP	JNL 系列信托 - JNL/Mellon 工业部门基金 (A)		8,820	0.38	2,747	5.05
2025-08-12	13F	摩根大通公司		1,176,878	3.14	366,608	7.96
2025-07-16	13F	达科他财富管理		21,745	23.98	6,774	29.75
2025-08-26	NP	富兰克林邓普顿可变保险产品信托 - 富兰克林中小型股增长 VIP 基金 1 级		35,100	3.24	10,934	8.04
2025-07-22	NP	GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF		48,189	29.39	15,138	36.90
2025-08-14	13F	埃文泰德资产管理有限公司		171,132	95.10	53,287	104.22
2025-08-06	13F	真实财富设计有限责任公司		21	23.53	7	20.00
2025-07-25	13F	斯蒂芬斯咨询有限公司		5		2
2025-08-26	NP	PXWGX - PAX ESG Beta 优质基金投资者类别		5,283	43.48	1,646	50.23
2025-08-27	NP	CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类		3,440	8.41	1,072	13.45
2025-06-24	NP	创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF		92	10.84	27	17.39
2025-08-25	NP	美国互助投资公司 - Catholic Values Index 基金类别		27	3.85	8	14.29
2025-06-30	NP	QCLR - Global X 纳斯达克 100 领 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		21	40.00	6	50.00
2025-06-27	NP	UPSD - Aptus 大盘上涨 ETF		1,979	36.48	587	40.87
2025-06-26	NP	TIRTX - TIAA-CREF 大型成长基金零售类别		144,251	6.06	42,760	9.38
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		2,164	198.90	641	208.17
2025-08-14	13F	第一集团贸易有限公司	Call	300	50.00	93	57.63
2025-08-29	NP	QGRW - WisdomTree 美国质量增长基金不适用		19,311		6,015
2025-08-14	13F	第一集团贸易有限公司		892	792.00	278	855.17
2025-08-13	13F	卡里街合伙人投资咨询有限公司		343	7.86	107	13.83
2025-06-26	NP	贝莱德基金 - iShares Total 美国股市指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		9,615	1.56	2,850	4.74
2025-07-29	13F	芝加哥合伙人投资集团有限责任公司		1,928	11.51	573	7.10
2025-08-13	13F	Natixis 顾问有限公司		170,829	3.88	53	10.42
2025-08-08	13F	荷兰银行投资解决方案		91,383	0.99	28,466	5.70
2025-07-29	NP	PTL-Inspire 500 ETF		3,291	17.49	1,034	24.31
2025-07-29	13F	私人财富管理集团有限责任公司		22	83.33	7	100.00
2025-08-12	13F	富兰克林资源公司		1,333,337	4.61	415,334	9.49
2025-07-23	13F	马里兰州退休金系统		6,802	3.26	2,119	8.06
2025-06-26	NP	ALMRX - 阿尔及尔中型成长机构基金 I 类		3,176	80.25	941	85.97
2025-06-26	NP	TILIX - TIAA-CREF 大盘成长指数基金机构类别		77,646	3.63	23,017	6.87
2025-08-20	NP	LSAAX - LoCorr 战略配置基金 A 类		83	66.00	26	78.57
2025-08-22	NP	FTRNX - 富达趋势基金		54,800		17,070
2025-08-06	13F	安德拉·AP-丰登		56,700	46.13	17,662	52.96
2025-08-07	13F	嘉德资本有限责任公司		20,137	2.90	6,273	7.69
2025-07-28	NP	IQQQ - ProShares Nasdaq-100 高收入 ETF		1,288	53.70	405	62.90
2025-04-01	NP	XYLE - Global X S&P 500 ESG 备兑看涨 ETF		10	25.00	3	0.00
2025-07-31	13F	拉扎德兄弟管理公司		5,000		2
2025-08-14	13F	第一资产管理有限公司		7,510	400.67	2,318	425.62
2025-07-28	13F	里索尔兹财富管理		3,358	19.37	1,046	24.97
2025-08-11	13F	弗兰克，里默曼顾问有限责任公司		1,181	0.34	368	4.86
2025-08-14	13F	北卡罗来纳州财政部长		135,876	52.20	42	61.54
2025-06-30	NP	景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF		1,555	46.42	461	50.82
2025-08-12	13F	吉特曼财富管理有限责任公司		766		239
2025-08-14	13F	Nissay 资产管理公司 /日本/ /adv		35,698	4.05	11,120	8.89
2025-06-27	NP	CVSIX - 卡拉莫斯市场中性收益基金 A 类		58,864	1.13	17,449	4.29
2025-08-05	13F	美国资本咨询有限责任公司		5	400.00	2
2025-08-12	13F	Mediolanum国际基金有限公司		25,168	0.14	7,768	4.93
2025-07-22	13F	Gsa资本合伙公司		1,641		1
2025-08-14	13F	洛德雅培有限公司		104,894	0.35	33	3.23
2025-08-14	13F	EP 财富顾问公司		20,430		6,364
2025-08-07	13F	Campbell & CO 投资顾问有限责任公司		1,860		579
2025-08-26	NP	Profunds - Profund 大盘成长股副总裁		77	10.00	24	15.00
2025-06-27	NP	VEGN - 美国纯素气候 ETF		684	4.91	203	8.02
2025-07-22	13F	广发基金管理有限公司		27,860	2.11	8,678	6.87
2025-08-26	NP	GPIX - 高盛 S&P 500 核心溢价收入 ETF		2,866	71.93	893	79.84
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		4,695	1.89	1,392	5.06
2025-07-10	13F	韦蒙特私人资本		2,865	12.40	870	17.09
2025-07-18	13F	美国金融组合公司		9,493	101.08	2,957	110.46
2025-08-13	13F	佛罗里达州退休系统国家管理局		136,964	1.26	42,664	5.99
2025-08-14	13F	维登咨询有限责任公司		48,872	198.69	15,224	212.65
2025-07-30	NP	VUSE - Vident 核心美国股票基金		9,893	97.39	3,108	108.80
2025-08-01	13F	融合投资伙伴有限责任公司		2,262	36.27	705	42.51
2025-08-08	13F	拉森金融集团有限责任公司		513	52.23	160	59.00
2025-08-14	13F	安盛公司		94,214	28.32	29,348	34.31
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		45,943	0.07	13,619	3.20
2025-08-26	NP	TSPA - T. Rowe Price 美国股票研究 ETF		6,779	0.18	2,112	4.87
2025-08-07	13F	奥尔沃斯金融有限公司		1,680	1.88	523	10.11
2025-08-15	13F	卡克斯顿联合律师事务所		22,834	127.50	7,113	138.10
2025-07-23	13F	伍德信托金融公司		25,282	0.33	8	0.00
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		21,585	5.83	6,781	11.97
2025-07-17	13F	HB 财富管理有限责任公司		9,220	2.44	2,872	7.24
2025-07-28	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		240,782	4.14	75,639	10.19
2025-08-26	NP	QCSCRX - 社会选择账户类别 R1		130,680	2.36	40,707	7.14
2025-08-25	NP	GENIX - Gotham 增强回报基金机构类别		549	612.99	171	850.00
2025-07-24	NP	DESRX - DWS ESG 核心股票基金 R 类		9,379	4.89	2,946	11.00
2025-07-29	NP	SGLC - SGI 美国大盘核心 ETF		1,294		406
2025-08-14	13F	波士顿私人财富有限公司		5,362	19.10	1,670	24.72
2025-08-13	13F	安大略省医疗保健养老金计划信托基金		118,689	78.51	36,972	86.84
2025-07-29	NP	SVYAX - SIIT 美国管理波动性基金 - A 类		4,365	23.69	1,371	30.95
2025-08-25	NP	MMBDX - MassMutual Premier 平衡基金 A 类		545	44.95	170	52.25
2025-07-24	13F	卡伦家族办公室有限责任公司		4,172		1,300
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		4,158	2.74	1,306	8.74
2025-06-23	NP	LGPIX - 大盘成长型基金投资者类别		133	107.81	39	116.67
2025-08-14	13F	Point72 亚洲（新加坡）私人有限公司有限公司		18,528		5,771
2025-07-31	13F	地面膨胀资本有限责任公司		825		257
2025-08-14	13F	水手有限责任公司		23,123	4.02	7,202	8.86
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类		2,080	6.89	617	10.20
2025-07-24	13F	PDS 规划公司		692		216
2025-07-25	13F	红杉财务顾问有限责任公司		3,194	21.03	995	26.62
2025-08-08	13F	菲埃拉资本公司		59,175	34.82	18,433	41.12
2025-07-29	NP	LCIAX - Siit 大盘指数基金 - A 类		4,800	6.67	1,508	12.80
2025-07-29	13F	美国互助资本管理有限公司		17,484	6.45	5,446	11.42
2025-07-22	13F	卡罗莱纳财富顾问有限责任公司		4,149	32.43	1,292	38.63
2025-08-27	NP	RYDEX 可变信托 - S&P 500 2x 策略基金可变年金		216	278.95	67	318.75
2025-07-22	13F	HFM投资顾问有限责任公司		28	7.69	9	14.29
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		9,561	4.31	2,834	7.59
2025-08-14	13F	南岸银行		5,426	0.02	1,690	4.71
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		83,792	4.53	26,101	9.40
2025-07-25	NP	PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类		18		6
2025-08-13	13F	资本基金管理公司		74,382	131.09	23,170	141.87
2025-08-13	13F	克雷塞特资产管理有限责任公司		6,221	2.39	1,938	7.13
2025-06-18	NP	NMFAX - 全国动态美国成长基金 A 类		3,587	5.69	1,063	9.03
2025-08-05	13F	吉尔伯特和库克公司		2,773	1.80	864	6.54
2025-08-13	13F	定制索引系统有限公司		1,314	2.26	409	7.07
2025-08-26	NP	FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,974	40.28	926	46.98
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		64,773	1.34	19,201	4.51
2025-07-24	13F	资本顾问有限公司		61	5.17	0
2025-08-14	13F	Citadel 顾问有限公司	Put	9,200	10.84	2,866	15.99
2025-07-08	13F	NBC 证券公司		212	4.43	0
2025-07-21	13F	111资本		2,545		793
2025-08-14	13F	Citadel 顾问有限公司		118,000		36,757
2025-07-28	NP	XRLV - Invesco S&P 500 除息敏感低波动性 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		1,368	11.49	430	17.86
2025-08-11	13F	安尼斯·加德纳·惠廷资本顾问有限责任公司		245	145.00	76	162.07
2025-08-14	13F	Citadel 顾问有限公司	Call	22,700	127.00	7,071	137.60
2025-07-18	13F	BSW财富合作伙伴		1,293	20.06	403	25.63
2025-08-28	NP	TLCHX - 社会选择股票基金		1,461	3.18	455	8.08
2025-07-08	13F	Range金融集团有限责任公司		990	12.76	308	18.01
2025-08-14	13F	原子投资者有限合伙人		3,691		1,150
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		6,221	9.64	1,844	13.13
2025-08-01	13F	罗斯比金融（LCC）		1,851	1.59	577	10.56
2025-06-30	NP	QYLD - Global X 纳斯达克 100 备兑看涨 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		84,890	10.64	25,164	14.10
2025-07-24	NP	Horizon Funds - HORIZON EXPEDITION PLUS ETF		112	166.67	35	191.67
2025-07-14	13F	芝加哥信托公司		2,192		683
2025-06-24	NP	QFLR - 创新者 Nasdaq-100 托管场内 ETF		12,542	6.75	3,718	10.07
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类		6,027		1,877
2025-07-24	NP	FIDJX - 富达 SAI 可持续部门基金		2,883		906
2025-08-14	13F	银冠资产管理集团有限公司		21,998	0.61	6,852	5.30
2025-08-14	13F	FIL有限公司		849		264
2025-08-14	13F	沃隆资本管理有限公司		2,902	94.11	904	103.38
2025-07-18	13F	全景资本合伙有限公司		670		204
2025-05-14	13F	法国农业信贷银行		52,240	5.77	15,548	14.29
2025-08-27	NP	高级系列信托 - Ast Prudential Growth Allocation Portfolio		5,080	103.44	1,582	136.47
2025-06-26	NP	EUSM-Eventide 美国市场 ETF		1,844	50.04	547	54.67
2025-07-25	NP	BMSFX - MFS 混合研究中型股票基金 A		82,877	22.78	26,035	29.90
2025-07-24	NP	USCL - iShares 气候意识与转型 MSCI 美国 ETF		9,634	6.01	3,026	12.16
2025-07-25	13F	阿波罗财富管理有限责任公司		3,140	11.86	978	17.13
2025-08-08	13F	公民金融集团公司/ri		3,286	43.43	1,023	50.22
2025-07-30	13F	第一公民银行和信托公司		51,563		16,062
2025-07-30	NP	OUSA - ALPS \| O'Shares 美国优质股息 ETF 股票		4,331	0.51	1,361	6.33
2025-08-08	13F	新泽西州警察和消防员退休系统		21,223	3.14	6,611	7.95
2025-08-14	13F	Polymer资本管理（美国）有限责任公司		736		229
2025-07-28	NP	UPRO - ProShares UltraPro S&P500		7,152	13.18	2,247	19.72
2025-08-13	13F	箭街资本有限合伙企业		552,736	70.07	172,177	78.01
2025-08-08	13F	大西洋信托有限责任公司		193	4.32	60	9.09
2025-08-12	13F	博雷尔资本管理有限公司		50		16
2025-08-28	NP	新时代阿尔法基金信托 - NAA 机会基金 C 类		1,233		384
2025-08-26	13F/A	路德教会的 Thrivent 金融		106,308	6.08	33	13.79
2025-07-21	13F	凭证 Qtrade 证券公司		5,474	193.04	1,290	189.24
2025-07-28	13F	海龟溪财富顾问有限责任公司		1,028		320
2025-08-14	13F	信托信托公司		1,227	3.54	382	8.52
2025-07-24	13F	罗纳德·布鲁信托公司		854	6.09	266	10.88
2025-08-01	13F	瑞穗证券美国有限公司		9,673		3,013
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		30,606	0.33	9,615	6.16
2025-08-04	13F	翡翠顾问有限公司		1,232	1.73	384	6.39
2025-04-28	NP	NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,300	1.92	1,574	2.88
2025-08-22	NP	Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		119,100		37,100
2025-08-14	13F	Perbak 资本合伙公司		3,749		1,168
2025-08-15	13F	摩根士丹利		3,362,764	0.48	1,047,502	5.16
2025-08-14	13F	韦斯资产管理有限公司		17,009	166.39	5,298	178.84
2025-08-20	NP	QRPNX - AQR 另类风险溢价基金 N 级		1,359	40.83	423	47.39
2025-07-16	13F	佩里贡财富管理有限责任公司		1,485	79.35	463	87.80
2025-06-26	NP	DUHP - 维度美国高盈利ETF		125,013	6.02	37,058	9.34
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		49,345	1.95	15,371	6.70
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		86,900	3.45	27,069	8.28
2025-08-12	13F	贝莱德公司		12,369,110	0.66	3,852,978	5.35
2025-08-11	13F	新边缘财富有限责任公司		92,654	2.87	24,509	-8.57
2025-08-14	13F	采石场LP		112	77.78	35	88.89
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		34,892	1.52	10,343	4.70
2025-08-14	13F	科维茨投资集团合作伙伴有限责任公司		2,370	4.77	738	9.66
2025-08-13	13F	吉布斯财富管理		3,247		1,012
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		426	22.77	126	27.27
2025-07-30	13F	雷曼资本咨询集团		1,372	11.91	427	17.31
2025-08-12	13F	国家信托银行		8		2
2025-08-25	NP	HIMCX - 哈特福德中型股 Hls 基金 Ia		38,281		11,925
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		23,440	16.44	6,948	20.08
2025-07-15	13F	巴伦坦合作伙伴有限责任公司		8,306	0.12	2,587	4.78
2025-08-08	13F	乌龟投资管理有限公司		20	33.33	6	50.00
2025-08-12	13F	三菱日联证券美国公司		3,100	24.00	966	29.70
2025-07-07	13F	Nova财富管理有限公司		18		6
2025-08-18	13F	Onefund有限责任公司		375		0
2025-07-10	13F	三井住友DS资产管理有限公司		17,701	9.64	5,514	14.73
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		35,826	1,594.70	11,160	1,674.09
2025-08-26	NP	JEPQ - 摩根大通纳斯达克股票溢价收入 ETF		370,901	7.53	115,536	12.55
2025-08-22	NP	CVLC - Calvert 美国大盘核心责任指数 ETF		1,562	11.97	487	17.11
2025-05-22	NP	ROUS - Hartford 多因子美国股票 ETF		4,412	43.53	1,313	55.20
2025-08-05	13F	日内瓦资本管理有限公司		114,269	3.45	35,595	8.27
2025-08-14	13F	格伦鹰顾问有限公司		70	1.45	22	5.00
2025-08-27	NP	SSPY - 分层大盘指数 ETF		170	24.09	53	30.00
2025-08-29	NP	FAMEX - FAM 股息焦点基金投资者类别		76,120	8.25	23,711	13.30
2025-08-11	13F	Aptus 资本顾问有限公司		4,765	44.57	1,484	51.43
2025-07-22	NP	FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,863	61.02	585	70.55
2025-08-12	13F	维度基金顾问有限公司		1,208,540	0.54	376,446	5.23
2025-06-26	NP	AGRFX - AB成长基金A类		104,374	10.43	30,940	13.88
2025-08-05	13F	Triglav 基金有限公司		4,750	90.00	1,480	98.79
2025-08-22	NP	可变保险产品基金 - 股票选择器全盘投资组合投资者类别		29,600		9,220
2025-08-29	NP	EPS - WisdomTree 美国大型基金不适用		1,446	1.40	450	6.13
2025-08-14	13F/A	巴克莱银行		635,779	49.23	198	57.14
2025-08-13	13F	古根海姆资本有限公司		33,747	26.68	10,512	32.59
2025-08-07	13F	深刻顾问有限公司		12,156	14.87	3,787	20.23
2025-08-14	13F	奇尔顿投资有限公司		1,652	2.86	515	7.76
2025-08-05	13F	西格玛规划公司		1,174		366
2025-08-13	13F	裸金融服务公司		8	700.00	2
2025-08-25	NP	MML 系列投资基金 - MML 中型成长基金初始级		4,639	16.21	1,445	21.63
2025-08-06	13F	OneAscent 财富管理有限责任公司		850	23.01	0
2025-07-16	13F	签名有限责任公司		2,802	4.63	873	9.41
2025-07-29	13F	积极财富管理		30	3.45	9	12.50
2025-08-27	NP	RYVLX - NASDAQ-100(R) 2x 策略基金 A		8,799	48.26	2,741	55.15
2025-08-07	13F	拉斯伯恩兄弟公司		137,338	2.36	42,781	7.13
2025-08-20	NP	QLEIX - AQR 多空股票基金 I 类	Short	-63,788	63.41	-19,870	71.03
2025-08-27	NP	JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I)		1,048	25.51	326	31.45
2025-06-30	NP	AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer 全球配置基金 R 级		2,200	3.43	652	27.10
2025-08-19	NP	RIFAX - 美国战略股票基金		1,422		443
2025-08-04	13F	俄亥俄州		40,345	9.04	12,567	14.13
2025-04-28	13F	布芬顿·莫尔·麦克尼尔		910		271
2025-08-01	13F	Fjarde Ap-fonden /第四瑞典国家养老基金		31,257	37.35	10	50.00
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		3,087,431	2.20	961,735	6.97
2025-08-20	NP	QSPIX - AQR 风格溢价另类基金 I 类		6,954	20.58	2,166	26.22
2025-08-14	13F	佩考特公司		650		202
2025-08-14	13F	简街集团有限责任公司	Put	700		218
2025-08-28	NP	GMLGX - GuideMark(R) 大盘核心基金服务股票		2,164	54.46	674	62.02
2025-08-14	13F	Point72 资产管理有限合伙人		254,000		79,121
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		9,392	25.08	2,784	29.01
2025-08-14	13F	简街集团有限责任公司	Call	19,900	2,387.50	6,199	2,504.20
2025-08-14	13F	斯科特·马什金融有限责任公司		4,372		1,362
2025-06-26	NP	贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		225		67
2025-08-07	13F	菲德利斯资本合伙人有限责任公司		1,725	0.41	457	-6.92
2025-08-07	13F	Hennion & Walsh 资产管理公司		2,708		844
2025-08-22	13F	斯坦斯资本有限公司		4,186		1,304
2025-08-14	13F	山顶控股公司		3,513	0.37	1,094	5.09
2025-08-27	NP	LGH - HCM Defender 500 指数 ETF		832	2.84	259	7.92
2025-08-14	13F	西永资本有限公司		1,703	59.46	531	67.19
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		11,336	30.60	3,533	37.75
2025-08-08	13F	金斯维尤财富管理有限公司		3,157	0.06	983	4.80
2025-08-14	13F	西门子基金投资有限公司		3,049	11.73	950	16.87
2025-07-31	13F	Tandem 投资顾问公司		166,327	3.13	52	8.51
2025-04-24	13F	支点资产管理有限公司	Put	0		2,293
2025-08-05	13F	王朝财富管理有限责任公司		2,875	14.95	896	20.30
2025-08-12	13F	帕瑟顾问公司		104,843	87.66	32,659	96.42
2025-08-07	13F	金路德资本管理公司		174,246	0.04	54,278	4.70
2025-08-12	13F	综合顾问网络有限责任公司		1,360	3.74	424	8.46
2025-08-26	NP	RMDAX - AllianzGI 中型基金 A		25,314	22.19	7,885	27.90
2025-07-31	13F	共振资本顾问有限责任公司		1,095	14.18	341	19.65
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		33		10
2025-08-13	13F	麦肯齐金融公司		806,170	27.64	251,122	33.59
2025-08-13	13F	宽博科技有限公司		1,691		527
2025-08-08	13F	L & S 顾问公司		8,463		2,636
2025-06-26	NP	HFIGX - 哈特福德施罗德多元化增长基金 I 类		209		62
2025-08-07	13F	伊利诺伊州市政退休基金		48,620	172.76	15,145	185.49
2025-08-14	13F	Glenmede投资管理有限公司		6,689		2,084
2025-08-26	NP	EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类		3,678		1,146
2025-08-26	NP	SHRT - Gotham 空头策略 ETF		94		29
2025-07-30	13F	论坛财务管理有限合伙人		997	15.93	311	21.57
2025-08-26	NP	TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		942	2.61	293	7.33
2025-08-22	NP	MIMPX - 全球策略师投资组合 I 级		75	2.74	23	9.52
2025-06-26	NP	DVRAX - MFS 全球另类策略基金 A		1,424	15.02	422	18.87
2025-08-14	13F	全新世顾问有限合伙人		3,248		1,012
2025-08-26	NP	SPFFX-Sphere 500 气候基金		115	19.79	36	25.00
2025-07-22	13F	IMC-芝加哥有限责任公司		19,814		6,172
2025-08-14	13F	DecisionPoint 金融有限责任公司		3		1
2025-07-29	NP	Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF		140	41.41	44	48.28
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		66,200	2.00	20,621	6.76
2025-08-20	NP	QNZNX - AQR 可持续多空股票碳意识基金 N 类		183	24.49	57	32.56
2025-06-30	NP	AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级		66,551		19,728
2025-08-05	13F	西区投资管理公司		48		15
2025-08-12	13F	瑞士国家银行		423,500	6.33	131,920	11.29
2025-07-15	13F	马瑟集团有限责任公司。		962	5.48	300	10.33
2025-08-28	NP	Lord Abbett SERIES FUND INC - 校准股息增长投资组合 VC 级		4,276	0.28	1,332	4.89
2025-06-25	NP	RILA - Indexperts Gorilla 积极增长 ETF		1,078	116.47	320	123.08
2025-05-29	NP	LCORX - Leuthold 核心投资基金零售类	Short	-1,984		-590
2025-08-08	13F	加拿大邮政公司注册养老金计划		2,207		687
2025-07-31	13F	圣山顾问有限责任公司		722		225
2025-07-31	13F	Wealthfront 顾问有限公司		16,268	5.32	5,067	10.22
2025-08-11	13F	根金融合作伙伴有限责任公司		1,152		359
2025-08-14	13F	弗默尔有限公司		5,619,012	17.73	1,750,322	23.22
2025-08-11	13F	品尼高财富规划服务公司		754	10.23	235	15.27
2025-08-13	13F	华尔街眼资本有限责任公司		2,062	792.64	642	844.12
2025-07-29	13F	科辛斯基资产管理公司		4,951	2.36	1,542	7.16
2025-08-13	13F	华尔街眼资本有限责任公司	Call	2,000	185.71	623	199.52
2025-08-13	13F	华尔街眼资本有限责任公司	Put	3,300	153.85	1,028	166.06
2025-08-07	13F	英杰华公司		104,646	6.14	32,597	11.09
2025-08-14	13F	DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福		28,935	179.05	9,013	192.06
2025-07-24	NP	NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF		15,454	83.63	4,855	94.32
2025-07-29	NP	VFMO - Vanguard US Momentum Factor 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		13,134	3,250.51	4,126	4,288.30
2025-08-28	NP	FARYX - Fulcrum多元化绝对回报基金超级机构级		449	24.72	140	29.91
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		16,594	3.93	4,919	7.17
2025-08-20	NP	QMFNX - AQR MS 融合基金 N 类	Short	-72		-22
2025-07-11	13F	阿塞纳贡资产管理公司		226,371	1,417.33	70,515	1,488.15
2025-08-19	13F	新桥金融服务集团有限公司		3,890	0.65	1,212	5.30
2025-08-13	13F	丽都顾问有限责任公司		1,800	3.69	561	8.53
2025-06-26	NP	贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,566	3,862.22	1,057	4,128.00
2025-07-09	13F	万通信托公司 Fsb/adv		523	14.95	163	20.00
2025-06-20	NP	JMID - Janus Henderson 中型股成长阿尔法 ETF		759	3,200.00	225	3,633.33
2025-08-28	NP	SPGIX - Simt 大盘成长基金 I 类		14,513	1,003.65	4,521	1,421.89
2025-06-30	NP	QRMI - Global X 纳斯达克 100 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		193	12.21	57	16.33
2025-07-28	NP	QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		9,071	711.36	2,850	1,456.83
2025-08-08	13F	赋能咨询集团有限责任公司		250,938	4.93	78,167	9.83
2025-08-12	13F	Virtu 金融有限责任公司		4,192	462.68	1
2025-08-15	13F	大西人寿保险公司 /can/		192,600	3.11	60	9.09
2025-04-18	NP	LVOL - 美国世纪低波动性 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		240	18.81	71	20.34
2025-07-09	13F	亚伦财富顾问有限责任公司		1,084	15.32	338	20.79
2025-08-26	NP	IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级		11,432	1.21	3,561	5.95
2025-08-29	13F	全面投资管理公司		2		1
2025-08-28	NP	SLGAX - SIMT 大盘基金 F 类		9,589	645.65	2,987	681.68
2025-07-22	NP	GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF		1,909	8.53	600	14.75
2025-08-11	13F	FineMark 国家银行和信托银行		895	0.56	279	5.30
2025-08-06	13F	萨凡特资本有限责任公司		2,334	26.37	727	32.42
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		63,484	0.81	19,775	5.51
2025-08-14	13F	伍德莱合伙公司		15,131	26.82	4,713	32.76
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		8,947	3.61	2,787	50.35
2025-06-23	NP	PLFMX - 大型股标准普尔 500 指数基金 R-3		24,880	2.00	7,375	5.19
2025-05-29	NP	GRZZX-Leuthold Grizzly Short基金	Short	-1,390		-414
2025-08-28	NP	MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		641	115.10	200	126.14
2025-08-12	13F	普特南佛罗里达投资管理公司		2,637	1.81	821	6.62
2025-07-22	13F	LGT基金管理有限公司		2,092		652
2025-07-10	13F	瑞典银行		110,658	1.72	34,470	6.46
2025-08-12	13F	财富管理资本管理有限公司		28	12.00	9	14.29
2025-08-26	NP	主要投资组合 - 标准普尔 500 指数主要投资组合		134,251	2.83	41,819	7.63
2025-08-12	13F	动态技术实验室私人有限公司		900		280
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		13,636	0.98	4,248	5.70
2025-08-15	13F	Captrust 财务顾问		114,864	5.61	35,780	10.53
2025-08-06	13F	联邦股权服务有限公司		10,484	8.15	3	50.00
2025-07-29	NP	GAAVX - GMO 另类配置基金 VI 类	Short	-1,400	-30.28	-440	-26.34
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		284,128	23.69	84,224	51.81
2025-06-26	NP	FMAG - 富达麦哲伦 ETF		8,745	14.37	2,592	17.98
2025-08-06	13F	Spurstone 咨询服务有限公司		92		29
2025-08-13	13F	Saiph资本有限责任公司		2,917	59.40	909	66.91
2025-08-06	13F	Achmea 投资管理公司		85,532	20.42	27	23.81
2025-06-30	NP	AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级		515	5.97	153	9.35
2025-08-13	13F	尼科莱特咨询服务有限公司		1,330	2.07	362	-2.96
2025-08-04	13F	密钥银行国家协会/哦		9,126	2.91	2,843	7.69
2025-07-25	NP	BRWAX - MFS 混合研究增长股票基金 A		17,268	6.92	5,425	13.12
2025-07-28	NP	SPXE - S&P 500 除能源 ETF		186	0.54	58	7.41
2025-07-21	13F	J. Safra Sarasin 控股公司		13,025	282.75	4,057	300.89
2025-07-28	NP	VCULX - 成长基金		2,072	105.76	651	118.12
2025-07-17	13F	V-Square 定量管理有限责任公司		1,353	0.37	421	4.99
2025-08-05	13F	布莱斯角资本有限责任公司		2,054		640
2025-08-14	13F	ICONIQ 资本有限责任公司		908	23.37	283	28.77
2025-08-15	13F	Binnacle投资公司		7	75.00	2	100.00
2025-06-24	NP	创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF		7		2
2025-08-14	13F	加拿大帝国商业银行世界市场公司		97,571	12.11	30,393	17.34
2025-08-18	NP	太平洋精选基金 - 中型成长投资组合 I 类		18,640		5,806
2025-08-07	13F	肯塔基州教师退休制度		11,079	1.50	3	0.00
2025-08-13	13F	西万特资本管理有限责任公司		29,920	18.15	9,320	23.67
2025-07-22	13F	费尼莫尔资产管理公司		133,971	6.90	41,732	11.88
2025-07-24	NP	FDFF - 富达颠覆性金融 ETF		2,053	7.43	645	13.58
2025-08-14	13F	顾问操作系统有限责任公司		4,281	1.73	1,334	6.47
2025-08-12	13F	安普夸银行		725		219
2025-07-10	13F	NorthCrest 资产管理有限责任公司		6,294	0.19	1,914	2.35
2025-07-28	NP	VCGAX - 成长与收益基金		2,079	70.27	653	80.39
2025-07-21	13F	克伦威尔控股有限公司		465	3.56	145	8.27
2025-08-26	NP	Profunds - Profunds 副总裁 Ultranasdaq-100		1,543	7.45	481	12.41
2025-07-11	13F	Global X 日本株式会社		22		7
2025-08-19	13F	怀俄明州		400	74.67	125	82.35
2025-08-08	13F	Impax资产管理集团有限公司		5,283	43.48	1,646	50.23
2025-08-19	13F	咨询服务网络有限责任公司		2,605	3.37	726	-3.20
2025-07-29	NP	BIBL - Inspire 100 ETF		12,372	4.74	3,887	10.81
2025-04-01	NP	PKW - 景顺回购成功者 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		78,496	33.48	22,563	39.65
2025-08-13	13F	跳跃金融有限责任公司		10,770		3,355
2025-08-13	13F	Skandinaviska Enskilda Banken AB（出版）		76,112	40.63	23,715	47.25
2025-05-15	13F	格伦梅德信托公司		7,670	1.27	2,283	9.40
2025-07-28	NP	MSLC - 摩根士丹利 Pathway 大盘股 ETF		5,046	8.63	1,585	14.94
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级		238	9.68	74	15.63
2025-07-30	NP	GDE - WisdomTree高效金加股票策略基金 N/A		233	56.38	73	65.91
2025-07-18	13F	柴尔德里斯资本顾问有限公司		725		226
2025-08-14	13F	星云研究与开发有限责任公司		8,445	56.42	2,631	63.76
2025-08-12	13F	杰富瑞金融集团公司		28,285	393.63	8,811	416.72
2025-08-13	13F	西北互助财富管理公司		4,922	60.90	1,533	68.46
2025-08-14	13F	匡蒂诺资本管理有限公司		54,444	43.59	16,959	50.28
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		937	100.21	278	106.72
2025-08-14	13F	拉扎德资产管理公司		266,283	101.25	83	110.26
2025-08-01	13F	戴维环球基金管理有限公司		2,937	1.66	915	6.40
2025-07-25	13F	第五第三财富顾问有限责任公司		1,904	4.21	593	9.21
2025-06-30	NP	EGLE - Global X 标准普尔 500 美国收入领先者 ETF		12		4
2025-07-24	NP	FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,781,134	0.71	559,525	6.55
2025-07-30	NP	AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,648	24.00	518	31.22
2025-07-29	NP	SDLAX - SIIT 动态资产配置基金 - A 类		3,701	17.34	1,163	24.15
2025-08-15	13F	田纳西州财政部		50,551	93.59	15,747	102.63
2025-07-31	13F	惠普伍德顾问有限公司		177	185.48	55	7.84
2025-08-12	13F	明桥投资有限责任公司		115,904	2,319.71	36,104	2,433.61
2025-08-04	13F	Amplius 财富顾问有限责任公司		13,033	46.77	4,060	53.63
2025-06-27	NP	SPHQ - Invesco S&P 500 优质 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		224,963	12.12	66,686	15.63
2025-07-28	NP	景顺交易所交易基金信托 II - 景顺 QQQ 低波动率 ETF		371	28.82	117	36.47
2025-06-27	NP	SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类		1,632	4.88	484	8.05
2025-07-16	13F	Maridea财富管理有限公司		743		231
2025-07-31	13F	一号资产管理有限公司		102,859	1.84	32,041	6.59
2025-08-26	NP	EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类		1,723		537
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		9	12.50	3	0.00
2025-08-11	13F	西太平洋银行		1,338	23.20	417	28.79
2025-08-12	13F	Trexquant 投资有限责任公司		23,329		7,267
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		167,237	8.32	49,574	11.71
2025-07-21	13F	上升集团有限责任公司		3,744	4.93	1,166	9.90
2025-07-28	NP	昆士兰州 - ProShares Ultra QQQ		51,432	9.92	16,157	16.30
2025-07-24	13F	GFG 资本有限责任公司		3		1
2025-08-14	13F	威廉姆斯琼斯财富管理有限责任公司。		61,159	123.79	19,051	134.24
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		92,521	94.14	28,820	103.20
2025-08-13	13F	Blueshift 资产管理有限责任公司		692		216
2025-08-18	13F/A	哈德逊湾资本管理有限公司		1,716	106.75	535	116.19
2025-07-15	13F	马塞科律师事务所		50		16
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		91,620	5.09	27,159	8.37
2025-07-21	13F	美洲咨询服务有限责任公司		155		48
2025-06-27	NP	SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级		90,908	4.65	26,948	7.92
2025-07-24	NP	NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF		2,984	0.84	937	6.72
2025-07-29	NP	GIMFX - 转基因生物实施基金	Short	-295	-50.08	-93	-47.43
2025-08-08	13F	十字马克全球控股公司		7,853	30.43	2,446	36.57
2025-08-08	13F	Geode资本管理有限公司		4,011,295	0.83	1,249,900	5.43
2025-08-01	13F	索尔斯坦资本有限责任公司		30		9
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		486,511	2.30	151,548	7.08
2025-08-06	13F	里亚托财富管理有限责任公司		46	15.00	14	27.27
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		261,618	0.63	82,185	6.47
2025-07-28	NP	NBCR - Neuberger Berman 核心股票 ETF		1,688	1.69	530	7.72
2025-08-12	13F	Ci投资公司		2,475	6.41	1
2025-08-22	NP	CVMC - Calvert 美国中盘核心责任指数 ETF		1,031	2.69	321	7.72
2025-08-26	NP	XDAT - 富兰克林指数数据 ETF		129	53.57	40	60.00
2025-08-06	13F	南州公司		111	88.14	35	100.00
2025-08-26	NP	EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类		4,598		1,432
2025-04-23	13F	金州财富管理有限责任公司		72	1,700.00	21	2,000.00
2025-08-14	13F	贝叶斯资本管理有限合伙人		2,451		763
2025-08-14	13F	Aster 资本管理（DIFC）有限公司		942		293
2025-08-28	NP	VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		219	9.50	68	15.25
2025-08-26	NP	INGIX - Voya 美国股票指数投资组合 I 类		11,359	4.22	3,538	9.10
2025-08-14	13F	格伦维尤信托公司		3,375	0.03	1,051	4.68
2025-07-23	13F	壳牌资产管理公司		5,944	70.27	2	0.00
2025-08-11	13F	联合资本财务顾问有限公司		3,041	3.54	947	8.48
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类		480	2.13	142	5.19
2025-08-20	NP	QLFIX - AQR LSE 融合基金 I 类	Short	-46		-14
2025-05-02	13F	纳帕特里资本有限公司		1,029	35.57	306	46.41
2025-07-07	13F	Versant 资本管理公司		559	14.08	174	20.00
2025-08-20	NP	QCFIX - AQR CVX 融合基金 I 类		13		4
2025-08-14	13F	哥谭资产管理有限公司		45,658	41.01	14,222	47.59
2025-08-14	13F	Point72（迪拜国际金融中心）有限公司		119		37
2025-07-28	13F	互助顾问有限责任公司		1,231	42.48	367	48.18
2025-08-26	NP	Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票		2,616	1,073.09	815	1,279.66
2025-07-22	13F	梅里特金融集团有限责任公司		8,149	10.03	2,539	15.15
2025-08-14	13F	CIBC 资产管理公司		70,292	21.82	21,896	27.50
2025-08-06	13F	大西洋联合银行股份公司		10,550	8.14	3,286	13.19
2025-08-29	NP	DGRW - WisdomTree 美国优质股息增长基金不适用		51,031	1.45	15,896	6.18
2025-07-09	13F	太阳点有限责任公司		786		245
2025-08-11	13F	布朗兄弟哈里曼公司		1,700	11.48	530	16.78
2025-08-04	13F	品尼高联合有限公司		795		248
2025-08-12	13F	福国相互人寿保险公司		4,720	418.68	1,470	444.44
2025-04-18	13F	沃尔夫集团资本顾问		923		275

MX:VRSK
IT:1VRSK	€232.60
US:VRSK	US$270.31
AT:VRSK
DE:VA7A	€231.70

GB:0LP3 / Verisk Analytics, Inc. - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家

Other Listings