机构和基金投资人持股 - 买家
在百时美施贵宝公司中开设新头寸的主要持有者包括 AGTHX - 美国 A 类成长基金, FDL - 第一信托晨星股息领先指数基金, 德克萨斯州金斯顿资本合伙有限公司, Glenmede投资管理有限公司, CGGR - Capital Group Growth ETF 股票类别, AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Rising Dividends Fund C 类, PVFYX - 胜利先锋核心股票基金Y类, PCEQX - 胜利先锋股票收益基金C类, IEVAX - 哥伦比亚全球股票价值基金 A 类, 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合, 坎托·菲茨杰拉德，LP, Horizon Funds - Centre American Select Equity Fund 投资者类别, 瑞穗证券美国有限公司, 中西部信托公司, TrueMark 投资有限责任公司, Elevation Series Trust - TrueShares 主动收益 ETF, Wealthedge 投资顾问有限公司, MASTERINVEST 资本投资有限公司, 战略规划公司, 和 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | CWM有限公司 | 599,579 | 0.03 | 28 | -25.00 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 22,673 | 14.80 | 1,050 | -12.87 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 369,275 | 0.86 | 17,093 | -23.45 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 17,769 | 1.76 | 858 | -17.68 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 13,812 | 2.83 | 639 | -21.98 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 1,482,876 | 68,642 | ||||||
| 2025-06-27 | NP | TWBIX - 平衡基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,693 | 40.72 | 1,541 | 19.84 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 953 | 62.07 | 44 | 25.71 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 5,725 | 21.16 | 265 | -7.99 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 3,360 | 169 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 4,516,836 | 38.08 | 209,084 | 4.80 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 587,740 | 1.38 | 27,206 | -23.05 | ||||
| 2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 3,112 | 5.10 | 156 | -10.34 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 164,406 | 74.09 | 7,610 | 152,100.00 | ||||
| 2025-03-27 | NP | RGEAX - 全球股票基金 A 类 | 46,816 | 11.93 | 2,760 | 18.31 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 134,300 | 90.77 | 6,217 | 44.79 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 87,900 | 70.35 | 4,069 | 29.27 | |||
| 2025-08-08 | 13F | 凯普斯通财务顾问公司 | 18,324 | 3.25 | 848 | -21.63 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 19,646 | 1.05 | 909 | -23.29 | ||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 5,786 | 9.58 | 268 | -17.08 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 235,513 | 39.22 | 11,823 | 18.55 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 6,804 | 34.65 | 315 | 1.95 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,061 | 53.30 | 969 | 24.10 | ||||
| 2025-08-26 | NP | DELAWARE VIP TRUST - 特拉华 VIP 全额回报系列服务 | 3,380 | 15.36 | 156 | -12.36 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 4,735 | 1.48 | 219 | -22.89 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 1,338,355 | 995.47 | 61,952 | 731.46 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 2,725 | 21.33 | 126 | -7.35 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 28,903 | 22,658.27 | 1,338 | 16,612.50 | ||||
| 2025-08-20 | 13F | 君主资本管理公司/ | 24,455 | 0.19 | 1,132 | -23.92 | ||||
| 2025-03-11 | 13F | Anchor Pointe 财富管理有限责任公司 | 4,166 | 234 | ||||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 872 | 44 | ||||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 14,951 | 8.40 | 722 | -12.29 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 163,252 | 7,557 | ||||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 23,551 | 11.35 | 1,090 | -15.44 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 11,825 | 1.79 | 547 | -22.74 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 442 | 21.43 | 20 | -9.09 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 8,941 | 817.97 | 545 | 1,262.50 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 18,515 | 11.05 | 894 | -10.07 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,236 | 13.28 | 3,005 | -8.27 | ||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 3,867 | 179 | ||||||
| 2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 7,841 | 0.20 | 363 | -24.11 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 10,671 | 4.48 | 494 | -20.74 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 185,063 | 0.31 | 8,567 | -23.86 | ||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 283,213 | 42.41 | 14,217 | 21.27 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 9,835 | 5.00 | 457 | -9.15 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 270,474 | 18.42 | 12,520 | -10.12 | ||||
| 2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 38,298 | 12.02 | 4,631 | 122.06 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 25,209,530 | 11.42 | 1,166,949 | -15.44 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 470,513 | 0.43 | 22,716 | -18.67 | ||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 6,872 | 37.06 | 329 | 41.38 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 880 | 44 | ||||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 49,501 | 22.00 | 2,390 | -1.24 | ||||
| 2025-08-05 | 13F | 再顾问公司 | 964,189 | 0.39 | 44,632 | -23.81 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 122 | 1.67 | 6 | -28.57 | ||||
| 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 | 9,751 | 79.48 | 451 | 36.25 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 29,106 | 37.94 | 1,405 | 33.43 | ||||
| 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 | 113,857 | 143.39 | 5,497 | 98.45 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 458,025 | 269.74 | 22,113 | 189.55 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 80,004 | 0.58 | 3,703 | -23.67 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 4,813 | 2.60 | 242 | -12.68 | ||||
| 2025-08-11 | 13F | TSP 资本管理集团有限责任公司 | 814 | -24.09 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 855 | 40 | ||||||
| 2025-05-09 | 13F | 自由财富管理有限公司 | 6,885 | 20.64 | 234 | -27.64 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 864,756 | 203.86 | 40,030 | 130.62 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 6,500 | 30.00 | 301 | -1.32 | |||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 15,055 | 39.24 | 697 | 5.61 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 6,313 | 1.46 | 292 | -22.96 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 12,873 | 57.35 | 596 | |||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 1,428 | 16.67 | 69 | -5.56 | ||||
| 2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 60,465 | 4.43 | 4 | 0.00 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 61,116 | 180.01 | 2,829 | 152.82 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 992,902 | 11.46 | 45,961 | -15.40 | ||||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 5,621 | 13.88 | 260 | -13.62 | ||||
| 2025-08-27 | NP | HCMAX - 希尔曼价值基金 | 65,300 | 9.38 | 3,023 | -17.00 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 56,832 | 389.97 | 2,631 | 272.14 | ||||
| 2025-08-07 | 13F | 第1620章 | 14,109 | 2.13 | 653 | -22.45 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 5,062 | 4.33 | 234 | -20.68 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 131,300 | 31.17 | 6,079 | -0.38 | |||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 4,459 | 206 | -80.57 | |||||
| 2025-08-08 | 13F | 托巴姆 | 81,488 | 25.63 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 7,893 | 365 | ||||||
| 2025-08-12 | 13F | 英国保诚集团 | 427,147 | 47.42 | 19,773 | 11.89 | ||||
| 2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,249,099 | 20.08 | 62,705 | 2.26 | ||||
| 2025-08-06 | 13F | 樱桃溪投资顾问公司 | 10,447 | 0.81 | 484 | -23.58 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 95,359 | 2.35 | 4,414 | -22.32 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 322,233 | 11.95 | 14,916 | -15.03 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 3,311 | 21.82 | 153 | -7.27 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 1,829 | 499.67 | 85 | 366.67 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 3,113 | 0 | ||||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 17,167 | 16.06 | 795 | -11.97 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 1,796 | 6.78 | 83 | -18.63 | ||||
| 2025-04-28 | NP | LOWV - AB 美国低波动性股票 ETF | 7,473 | 100.51 | 446 | 190.85 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 105,903 | 4,902 | ||||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 303,120 | 4.92 | 14,031 | -20.37 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 1,092,316 | 0.98 | 50,563 | -23.36 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 113,271 | 36.30 | 5,243 | 3.45 | ||||
| 2025-07-07 | 13F | TruWealth 顾问有限责任公司 | 249,589 | 23.30 | 11,553 | -6.42 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 448,848 | 77.77 | 21,670 | 71.83 | ||||
| 2025-03-27 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 18,052 | 1,064 | ||||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 31,026 | 2.13 | 1,344 | -11.93 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 4,536 | 210 | ||||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 113,897 | 55.63 | 5,272 | 18.13 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 30,315 | 9.79 | 1,403 | -10.12 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 703 | 40.32 | 33 | 6.67 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 1,388 | 53.71 | 70 | 30.19 | ||||
| 2025-03-28 | NP | CHGX - Stance 可持续 Beta ETF | 2,922 | 172 | ||||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 36,987 | 146.58 | 1,786 | 141.22 | ||||
| 2025-07-14 | 13F | 鹅卵石资产管理有限责任公司 | 23,881 | 0.06 | 1,105 | -24.05 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 769,619 | 37,157 | ||||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 34,958 | 24.91 | 1,618 | -5.16 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 13,770 | 22.18 | 637 | -7.28 | ||||
| 2025-04-22 | NP | IEDAX - Voya 大盘价值基金 A 类 | 258,065 | 20.34 | 15,386 | 21.15 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 59,200 | 17.41 | 2,740 | -10.89 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 4,999 | 0.16 | 231 | -24.01 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 77,259 | 47.10 | 3,576 | 11.65 | ||||
| 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 | 81,730 | 15.53 | 3,946 | -6.45 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 2,317 | 17.32 | 107 | -10.83 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 7,344 | 104.91 | 282 | -24.26 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 1,404,444 | 0.60 | 65,012 | -23.65 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 296 | 1.37 | 14 | -23.53 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 223 | 10 | ||||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 19,510 | 104.04 | 903 | 54.89 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 6,680 | 0.21 | 323 | -18.89 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 1,125,683 | 1,538.67 | 52,108 | 1,143.90 | ||||
| 2025-08-14 | 13F | 安盛公司 | 2,746,873 | 47.73 | 127,153 | 12.13 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 241,553 | 12.24 | 11,181 | -14.81 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 价值股票 ETF | 55,208 | 11.17 | 2,665 | -9.97 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 8,752 | 405 | ||||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 7,860 | 4.55 | 0 | |||||
| 2025-07-23 | 13F | 湖滨顾问公司 | 4,399 | 0.07 | 204 | -24.25 | ||||
| 2025-08-21 | NP | PPH - VanEck Vectors 制药 ETF | 567,488 | 12.67 | 26,269 | -14.49 | ||||
| 2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 6,114 | 7.00 | 283 | -18.68 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 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 | 153,250 | 1.69 | 7,094 | -22.83 | ||||
| 2025-08-05 | 13F | 坎比亚投资有限公司 | 1,019,150 | 0.71 | 47,176 | -23.56 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 365,469 | 238.99 | 16,918 | 157.29 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 162 | 1,700.00 | 7 | |||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 4,473 | 207 | ||||||
| 2025-05-19 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 43,568 | 0.04 | 2,657 | 7.88 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 7,248,940 | 12.46 | 363,897 | -4.23 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 29,770 | 26.77 | 1,378 | -3.77 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 4,979 | 151.72 | 240 | 105.13 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 28 | 64.71 | 2 | |||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 6,887 | 62.54 | 319 | 23.26 | ||||
| 2025-08-19 | 13F | Marex 集团 | 12,772 | 591 | ||||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 12,777 | 591 | ||||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 1,058 | 0.95 | 49 | -23.81 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 5,636 | 1,337.76 | 283 | 1,242.86 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 10,206 | 1.69 | 472 | -22.88 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 42,998 | 1,990 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 31,007 | 8.28 | 1,497 | -12.30 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 4,867 | 7.30 | 225 | -18.48 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 500,000 | 58.58 | 23,145 | 20.36 | |||
| 2025-08-22 | NP | MAADX - 动态价值投资组合类别 IS | 1,035 | 10.11 | 48 | -17.54 | ||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 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 | 1,355,000 | 7.54 | 62,723 | -18.38 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 1,816 | 31.12 | 84 | 0.00 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 11,300 | 12.72 | 523 | -14.40 | ||||
| 2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 7,023 | 0.86 | 325 | -23.35 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 9,810 | 52.78 | 454 | 16.11 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 18,008 | 0.22 | 834 | -23.93 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 7,099 | 6.45 | 343 | -13.85 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 1,235,169 | 1.42 | 57,176 | -23.02 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 10,979 | 1.08 | 647 | 6.94 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 56,368 | 1.86 | 2,609 | -22.70 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | Call | 19 | -66.67 | |||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 13,365 | 17.81 | 619 | -10.56 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 51,047 | 2 | ||||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 14,139 | 0.05 | 654 | -24.04 | ||||
| 2025-08-12 | 13F | 德尔赛特资本管理有限公司 | 36,849 | 9.59 | 1,706 | -16.83 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 13,764 | 22.99 | 1 | |||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 5,656 | 262 | ||||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 127,990 | 35.29 | 5,925 | 2.69 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 392,668 | 10.44 | 18,177 | -16.18 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 12,341 | 0.75 | 571 | -23.56 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 13,310 | 6.42 | 616 | -19.16 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 812,667 | 37,618 | ||||||
| 2025-08-13 | 13F | ESG规划 | 14,601 | 676 | ||||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 4,592,548 | 393.23 | 212,589 | 274.36 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 146,830 | 0.30 | 6,797 | -23.88 | ||||
| 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 | 140,459 | 9.90 | 7,051 | -6.41 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 290,157 | 18.22 | 13,431 | -10.27 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 2,372 | 0.81 | 110 | -23.78 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 1,002 | 2.35 | 46 | -22.03 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 24,048 | 282.20 | 1,113 | 190.60 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 6,303 | 5.79 | 292 | -19.83 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 3,741,736 | 165.88 | 173,205 | 101.79 | ||||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 101,492 | 4,698 | ||||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 15,044 | 6.44 | 696 | -19.26 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 26,143 | 1,312 | ||||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 616 | 12.82 | 29 | -15.15 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 20,592 | 1.36 | 953 | -23.08 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 532,372 | 52.59 | 24,643 | 15.81 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 8,131,353 | 0.18 | 376 | -24.04 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 37,314 | 5.75 | 1,727 | -19.75 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 227,000 | 128.37 | 10,508 | 73.33 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 1,110,283 | 3.19 | 51,395 | -21.68 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 235 | 11 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 4,884 | 26.53 | 226 | -3.83 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 12,195 | 62.86 | 565 | 23.68 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 311,824 | 56.72 | 14,434 | 18.95 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,970 | 211.83 | 1,526 | 178.98 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 1,039,588 | 6.61 | 48,123 | -19.09 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 472,974 | 5.96 | 21,894 | -19.58 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 66,439 | 2.83 | 3,075 | -21.95 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 77,699 | 311.52 | 3,597 | 212.42 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 83,227 | 42.28 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 119,450 | 3.05 | 5,529 | -21.79 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 183,202 | 4.54 | 8,480 | -20.66 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 3,148 | 287.21 | 146 | 195.92 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 54,517 | 13.97 | 2,524 | -13.51 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 11,201 | 1,205.48 | 562 | 1,024.00 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 13,813 | 9.02 | 639 | -17.23 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 6,000 | 0 | ||||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 8,000 | 370 | ||||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 431 | 5.38 | 22 | -12.50 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 68,846 | 0.17 | 3,324 | -18.89 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 8,384 | 9.82 | 388 | -16.56 | ||||
| 2025-07-24 | 13F | 康宁公司 | 716,621 | 20.29 | 33,172 | -8.70 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 10,318 | 1.06 | 478 | -22.06 | ||||
| 2025-07-03 | 13F | 贤者资本顾问有限公司 | 85,234 | 60.66 | 3,946 | 21.95 | ||||
| 2025-08-08 | 13F | Opinicus 资本公司 | 19,327 | 14.35 | 895 | -13.20 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 45,139 | 2,089 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 5,486 | 5.22 | 254 | -20.44 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 219,493 | 17.65 | 10,160 | -10.70 | ||||
| 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 | 690 | 31.18 | 35 | 9.68 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 14,436 | 27.06 | 688 | 19.44 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 251,971 | 2.65 | 11,664 | -22.09 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 25,810 | 7.25 | 1,195 | 119,300.00 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 4,927 | 0.14 | 228 | -24.00 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 22,089 | 1,022 | ||||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 39,229 | 17.83 | 2 | -50.00 | ||||
| 2025-08-05 | 13F | 平衡风险投资有限责任公司 | 21,134 | 2.09 | 978 | -22.50 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 21,659 | 12.94 | 1 | 0.00 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 3,283 | 200 | ||||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 35,650 | 4.43 | 1,650 | -20.75 | ||||
| 2025-08-14 | 13F | 阿普里姆顾问 | 11,571 | 0.56 | 536 | -23.68 | ||||
| 2025-08-27 | NP | SEASONS 系列信托 - 南澳哥伦比亚重点价值投资组合 2 级 | 142,453 | 6.28 | 6,594 | -19.33 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 7,207 | 0.15 | 334 | -23.97 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 9,760 | 452 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 140,352 | 12.32 | 6,497 | -14.76 | ||||
| 2025-07-25 | 13F | 西皮坎资本顾问公司 | 56,392 | 1.38 | 2,610 | -23.05 | ||||
| 2025-08-14 | 13F | 贝尔维尤集团公司 | 37,177 | 45.42 | 1,721 | 10.33 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 598,725 | 170.04 | 28,906 | 111.49 | ||||
| 2025-07-25 | NP | DDIAX - 特拉华州财富建立者基金 A 类 | 78,245 | 25.72 | 3,778 | 1.81 | ||||
| 2025-07-21 | 13F | F&V 资本管理有限责任公司 | 170,971 | 0.15 | 8 | -30.00 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 17,057 | 0.28 | 790 | -23.92 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 9,321,590 | 11.23 | 431 | -15.66 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 15,336 | 0.99 | 710 | -23.43 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 29,200 | 1 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 2,080,100 | 96 | |||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 87,671 | 64.07 | 4,058 | 24.52 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 220,000 | 214.29 | 10,184 | 138.53 | |||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 136,000 | 70.00 | 6,295 | 29.02 | |||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | 9,100 | 421 | ||||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 120,939 | 5,598 | ||||||
| 2025-08-14 | 13F | 南岸银行 | 178,573 | 3.15 | 8,266 | -21.71 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 493 | 24.49 | 23 | -8.33 | ||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 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 | 13,409 | 27.32 | 621 | -3.43 | ||||
| 2025-08-22 | NP | 三洲公司 | 482,289 | 7.24 | 22,325 | -18.60 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 33,801 | 1,565 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 256,079 | 4.64 | 11,854 | -20.58 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 107,000 | 48.61 | 4,953 | 12.80 | ||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 6,823 | 1.49 | 316 | -23.17 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 442 | 21.43 | 20 | -9.09 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 143,749 | 10.67 | 6,940 | -10.38 | ||||
| 2025-06-30 | NP | VGHCX - 先锋医疗保健基金投资者股票 | 17,248,970 | 110.14 | 865,898 | 78.95 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 101,073 | 3.50 | 4,679 | -21.46 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 1,727 | 56.57 | 80 | 17.91 | ||||
| 2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 14,052 | 0.72 | 650 | -23.53 | ||||
| 2025-08-13 | 13F | 第1832章 | 91,645 | 4,242 | ||||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 66,361 | 3,072 | ||||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 45,686 | 32.27 | 2,115 | 0.38 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 139,512 | 10.73 | 8,224 | 37.25 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 400 | 19 | ||||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 19,488 | 24.66 | 902 | -5.35 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 538 | 25 | ||||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 106,446 | 4.73 | 5,139 | -15.18 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 84 | 4 | ||||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 2,056 | 0.39 | 95 | -23.39 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 84,452 | 9.86 | 3,909 | -16.62 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 372,739 | 5.08 | 17,254 | -20.24 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 4,491 | 12.92 | 208 | -14.46 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 374,444 | 5.19 | 17,333 | -20.16 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 9,237 | 0.25 | 428 | -23.89 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 6,177 | 2.42 | 286 | -22.34 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 784 | 1.03 | 0 | |||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 78,178 | 3.40 | 3,619 | -0.88 | ||||
| 2025-05-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 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 | 390,839 | 7.71 | 23,837 | 16.15 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 8,797 | 26.61 | 407 | -3.78 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 12,273 | 7.63 | 568 | 20.08 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 60,419 | 6.23 | 2,797 | -19.38 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 29,392 | 8.39 | 1,361 | -17.73 | ||||
| 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 | 152,464 | 1,610.39 | 7,361 | 1,286.06 | ||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 5,139 | 11.94 | 313 | 20.85 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 31,987 | 11.82 | 1,606 | -4.80 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 7,828 | 14.56 | 362 | -12.98 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 6,159,400 | 7.67 | 285,119 | -18.28 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 5,212 | 0.89 | 241 | -23.49 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 520 | 52.94 | 32 | 63.16 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 7,085 | 205.92 | 356 | 161.03 | ||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 40,970 | 1,899 | ||||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 95,708 | 0.04 | 4,805 | -14.81 | ||||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 108,189 | 28.11 | 5,223 | 3.75 | ||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 55,752 | 17.27 | 2,581 | -11.00 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 1,152 | 204.76 | 56 | 150.00 | ||||
| 2025-08-12 | 13F | 阿达塔资本管理有限责任公司 | 18,772 | 0.27 | 869 | -23.93 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 44,213 | 25.12 | 2,047 | -5.06 | ||||
| 2025-07-29 | NP | JIAFX - 收益分配基金A类 | 7,873 | 10.95 | 380 | -10.17 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 7,900 | 0.62 | 366 | -23.64 | ||||
| 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 | 2,199,554 | 2.64 | 101,817 | -22.10 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 36,700 | 6.91 | 1,699 | -18.87 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 307,849 | 437.96 | 14,250 | 308.31 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 6,689 | 0.92 | 310 | -23.51 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 1,320 | 3.94 | 0 | |||||
| 2025-07-24 | NP | SUHAX - DWS 健康与保健基金 A 级 | 69,160 | 25.61 | 3,339 | 1.74 | ||||
| 2025-08-13 | 13F | 萨托夫斯基资产管理公司 | 5,171 | 1.23 | 239 | -23.15 | ||||
| 2025-06-30 | NP | GCOW - Pacer 全球现金牛股息 ETF | 703,371 | 6.73 | 35,309 | -9.11 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 2,251 | 113 | ||||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 140,646 | 6,511 | ||||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 9,330 | 85.56 | 0 | |||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 4,765 | 221 | ||||||
| 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 | 1,026,098 | 1.24 | 49,540 | -18.01 | ||||
| 2025-06-30 | NP | VAGVX - Vanguard Advice Select 全球价值基金 Admiral Shares | 223,570 | 3.17 | 11,223 | -12.15 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 939,200 | 43,476 | ||||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 213,021 | 9.28 | 9,861 | -17.06 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 9,598 | 14.15 | 444 | -13.28 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 1,433,058 | 6.51 | 66,336 | -19.16 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 271,448 | 0.20 | 12,565 | -23.95 | ||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 7,966 | 0 | ||||||
| 2025-07-24 | 13F | MFA财富服务 | 6,346 | 0.38 | 294 | -23.90 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 46,410 | 68.30 | 2,148 | 27.78 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 7,093 | 4.43 | 328 | -20.77 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 47,074 | 2.32 | 2,237 | -18.42 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 18,258 | 5.11 | 845 | -20.21 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 265,473 | 4.62 | 12,289 | -20.60 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 7,465,845 | 280.43 | 345,594 | 188.74 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 1,598 | 12.93 | 76 | -11.63 | ||||
| 2025-06-25 | NP | IDIVX - 诚信红利丰收基金，A类 | 310,000 | 47.62 | 15,562 | 25.71 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 128,377 | 22.23 | 6 | -16.67 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 1,117,500 | 51.32 | 51,729 | 14.85 | ||||
| 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 | 13,151 | 142.50 | 635 | 96.28 | ||||
| 2025-06-24 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 105,492 | 15.58 | 5,296 | -1.58 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 138,209 | 1.64 | 6,938 | -13.44 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 118 | 6 | ||||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 131,333 | 50.81 | 6 | 20.00 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 56,957 | 2.43 | 3 | -33.33 | ||||
| 2025-03-28 | NP | WINN - 港湾长期种植者 ETF | 101,933 | 14.99 | 6,009 | 21.55 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 289,500 | 6.79 | 13,401 | -18.95 | ||||
| 2025-08-11 | 13F | 麦金泰尔·弗里德曼和弗林投资顾问公司 | 6,000 | 20.00 | 278 | -8.88 | ||||
| 2025-08-21 | NP | MVAL - VanEck Morningstar Wide Moat 价值 ETF | 2,149 | 9.20 | 99 | -17.50 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 9,298 | 7.54 | 430 | -18.41 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 4,694,517 | 5.75 | 217,546 | -19.55 | ||||
| 2025-07-25 | 13F | RHS 金融有限责任公司 | 9,917 | 459 | ||||||
| 2025-07-09 | 13F | Pps&v 资产管理顾问公司 | 5,904 | 3.09 | 273 | -21.78 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 10,267 | 128.87 | 482 | 76.19 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 7,704 | 16.04 | 357 | -11.88 | ||||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 25,478 | 0.55 | 1,179 | -23.69 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 11,316 | 24.91 | 568 | 6.37 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 256,861 | 399.96 | 11,736 | 278.55 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 64,899 | 4.34 | 3,004 | -20.80 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 513,748 | 13.95 | 23,781 | -13.52 | ||||
| 2025-07-07 | 13F | 信托公司 | 32,130 | 266.57 | 1,487 | 178.46 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 40,127 | 3.50 | 1,858 | -21.45 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 86,338 | 38.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 72,433 | 44.43 | 3,353 | 9.61 | ||||
| 2025-07-30 | NP | FLOW - Global X US Cash Flow Kings 100 ETF | 3,700 | 12.67 | 179 | -8.72 | ||||
| 2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 21,420 | 33.92 | 992 | 1.64 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 15,674 | 726 | ||||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 75,650 | 0.65 | 3,502 | -23.63 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 6,532 | 2.75 | 302 | -21.96 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 1,532,152 | 8.12 | 70,923 | -17.94 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 20,507 | 949 | ||||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 7,505 | 2.74 | 347 | -22.02 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 1,787,982 | 325.85 | 82,766 | 223.21 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 32,442 | 19.31 | 1,629 | 1.62 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 7,663,600 | 53.48 | 354,748 | 16.49 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 7,680,700 | 9.11 | 355,540 | -17.19 | |||
| 2025-07-30 | 13F | 汤森联合公司 | 48,133 | 1.67 | 2,331 | 0.65 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 16,270,054 | 21.68 | 753,205 | -7.63 | ||||
| 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 | 1,071 | 19.93 | 54 | 1.92 | ||||
| 2025-07-22 | 13F | 弗农山联合公司 /md/ | 31,104 | 0.97 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 6,828 | 7.99 | 331 | 3.44 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 14,760 | 0.02 | 683 | -24.11 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 70,802,680 | 16.82 | 3,277,456 | -11.33 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 151,021 | 128.98 | 6,991 | 73.79 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 1,845 | 252.10 | 85 | 174.19 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 533,538 | 4.72 | 25,759 | -15.20 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 580,012 | 0.07 | 29,117 | -14.78 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 165,250 | 5.57 | 7,649 | -19.88 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 5,328 | 2.50 | 247 | -22.40 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 23,549 | 39.24 | 1,090 | 5.72 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 7,098 | 23.44 | 329 | -6.29 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿收入基金 (a) | 92,967 | 85.93 | 4,303 | 66.33 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 46,884 | 3.09 | 2,170 | -21.75 | ||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 1,581 | 33.31 | 73 | 1.39 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 50,000 | 2,314 | |||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 84,307 | 98.17 | 3,903 | 50.42 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 34,086 | 85.85 | 1,578 | 41.06 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 14,015 | 35.98 | 677 | 10.10 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 11,862 | 0.67 | 549 | -23.54 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 19,165 | 3.33 | 887 | -21.57 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 318,201 | 54.26 | 14,758 | 20.06 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 3,385 | 157 | ||||||
| 2025-08-06 | 13F | 西蒙斯银行 | 45,309 | 5.39 | 2,097 | -20.02 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 88,992 | 29.17 | 4,310 | 30.58 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 7,789 | 0.65 | 361 | -23.73 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 23,091 | 48.41 | 1,069 | 41.46 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 12,918 | 154.04 | 598 | 129.62 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 15,859 | 5.53 | 766 | -14.53 | ||||
| 2025-03-31 | NP | FDVV - 富达高股息 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 | 440,936 | 17.52 | 25,993 | 24.23 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 61,836 | 14.32 | 2,985 | -7.41 | ||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 4,741 | 7.60 | 219 | -18.28 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 341,491 | 3.28 | 16,487 | -16.36 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 21,722 | 1.38 | 1,006 | -23.05 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 309,057 | 4.58 | 14,306 | -20.62 | ||||
| 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 | 28,600 | 0.70 | 1,705 | 1.43 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 9,924 | 4.93 | 459 | -20.31 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 2,069,698 | 72.08 | 95,804 | 30.60 | ||||
| 2025-06-24 | NP | MTRAX - MainStay Income Builder 基金 A 类 | 90,255 | 14.36 | 4,531 | -2.62 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 658,183 | 0.52 | 30,467 | -23.70 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 138,627 | 7.60 | 6,693 | -12.88 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 35,207 | 6.68 | 1,630 | -19.04 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 234,706 | 2.52 | 10,870 | -22.15 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 10,857 | 78.25 | 503 | 35.31 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 330,974 | 4,342.60 | 7 | -98.46 | ||||
| 2025-03-27 | NP | PYVLX - Payden 股权收益基金（投资者类别） | 240,500 | 57.09 | 14,177 | 66.05 | ||||
| 2025-06-27 | NP | DIVD - Altrius 全球股息 ETF | 1,984 | 44.19 | 100 | 22.22 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 41,386 | 0.49 | 1,916 | -23.74 | ||||
| 2025-08-26 | NP | FKINX - 富兰克林收入基金 A1 级 | 4,500,000 | 50.00 | 208,305 | 67.19 | ||||
| 2025-07-28 | NP | RDIV - Invesco S&P Ultra Dividend Revenue 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 | 764,269 | 12.77 | 36,899 | -8.68 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 106,168 | 13.65 | 4,915 | -13.74 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 136,127 | 0.20 | 6,301 | -23.96 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 13,141 | 0.27 | 608 | -23.90 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 2,380,757 | 3.59 | 110,205 | -21.38 | ||||
| 2025-08-14 | 13F | 蓝鳍资本管理有限公司 | Put | 13,800 | 2 | |||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,562 | 50.72 | 655 | 22.01 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 41,364 | 4.98 | 1,915 | -20.35 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 727,626 | 10.14 | 33,682 | -16.40 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 111,801 | 37.37 | 5,175 | 30.62 | ||||
| 2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 13,381 | 5.07 | 619 | -20.23 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 878,751 | 207.09 | 40,677 | 133.08 | ||||
| 2025-08-26 | NP | TMED - T. Rowe Price 医疗保健 ETF | 3,113 | 144 | ||||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 60,900 | 393.32 | 2,819 | 303.87 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 1,339 | 4.94 | 62 | -20.78 | ||||
| 2025-08-27 | NP | IFPUX - 独立特许经营合作伙伴美国股票基金 | 1,609,262 | 39.29 | 74,493 | 5.72 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 88,549 | 62.99 | 4,099 | 23.69 | ||||
| 2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 4,898 | 1.37 | 246 | -13.73 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 2,354,441 | 4.30 | 108,987 | -20.84 | ||||
| 2025-06-27 | NP | BMVP - 景顺动态市场 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 | 33,670 | 0.52 | 1,690 | -14.39 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 39,296 | 57.68 | 1,819 | 19.75 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 737,131 | 6.16 | 34,128 | -19.22 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 16,680 | 905 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 499,115 | 7.55 | 23,104 | -18.37 | ||||
| 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 | 629,472 | 15.64 | 31,599 | -1.53 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 350,103 | 17,575 | ||||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 27,077 | 100.18 | 1 | |||||
| 2025-07-16 | 13F/A | CX 机构 | 151,783 | 19.66 | 7 | 0.00 | ||||
| 2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 73,080 | 68.12 | 3,669 | 43.17 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 85,990 | 1.88 | 4,317 | -13.25 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 49,656 | 1.38 | 2,299 | -23.07 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 7,482 | 18.14 | 346 | -10.36 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 57,829 | 129.42 | 3,527 | 147.44 | ||||
| 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 | 79,409 | 9.16 | 3,676 | -17.16 | ||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 55,280 | 6.02 | 2,559 | -19.56 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 556,759 | 2,700.60 | 25,772 | 2,026.40 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 473,506 | 20.82 | 22 | -8.70 | ||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 7,212 | 4.34 | 334 | -20.90 | ||||
| 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 | 927,285 | 1.40 | 46,550 | -13.65 | ||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 6,534 | 0.21 | 302 | -23.93 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 142,562 | 6,599 | ||||||
| 2025-04-25 | NP | BLUIX - 蓝图成长基金机构级 | 7,860 | 32.61 | 469 | 33.71 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 7,583 | 6.67 | 351 | -19.17 | ||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 6,392 | 0.03 | 296 | -24.16 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON 联合战略价值股息投资组合 | 31,706 | 1,468 | ||||||
| 2025-06-26 | NP | FEMWX - 富达股票市场中性基金富达顾问股票市场中性基金：Z 类 | 4,080 | 3.98 | 205 | -11.69 | ||||
| 2025-08-29 | NP | CANTOR SELECT 投资组合信托 - Cantor FBP 股票和股息加基金机构类别 | 24,000 | 8.60 | 1,111 | -17.59 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\德国 | 5,001 | 231 | ||||||
| 2025-08-14 | 13F | 维斯塔私人财富合作伙伴。有限责任公司 | 6,900 | 12.20 | 319 | -14.93 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 712,909 | 534.83 | 33,001 | 381.82 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 5,156 | 19.68 | 239 | -9.16 | ||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 28,611 | 12.41 | 1,381 | -8.97 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 448 | 21 | ||||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 2,326,341 | 77.25 | 107,686 | 34.53 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 4,773 | 221 | ||||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 20,658 | 956 | ||||||
| 2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 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 | 1,477,366 | 22.69 | 74,164 | 4.48 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 395,335 | 42.16 | 18,300 | 7.90 | ||||
| 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 | 1,729,029 | 15.40 | 83,478 | -6.55 | ||||
| 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 | 1,003 | 1,094.05 | 50 | 1,150.00 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 46,807 | 6.31 | 3 | 0.00 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 13,917 | 33.95 | 672 | 29.54 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 21,792 | 206.33 | 1,009 | 132.79 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 73,888 | 3,420 | ||||||
| 2025-08-14 | 13F | 齐默合伙人有限合伙人 | 155,000 | 7,175 | ||||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 27,096 | 91.10 | 1,254 | 45.14 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,681,744 | 0.53 | 1,142,518 | -23.70 | ||||
| 2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 5,505 | 15.48 | 255 | -12.41 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 13,303 | 1.72 | 616 | -22.84 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 934 | 43 | ||||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 19,296 | 1.01 | 1,177 | 8.89 | ||||
| 2025-08-06 | 13F | Ar资产管理公司 | 74,774 | 25.09 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 15,322 | 0.52 | 709 | -23.68 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 42,521 | 1,968 | ||||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 63,398 | 3 | ||||||
| 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 | 380,338 | 1.98 | 17,606 | -22.61 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 4,682 | 102.77 | 217 | 54.29 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 6,480 | 1.33 | 300 | -23.33 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 10,815 | 2.05 | 543 | -13.14 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 19,353 | 5.03 | 896 | -20.30 | ||||
| 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 | 199,402 | 50.01 | 9,230 | 22.77 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 396,822 | 19.74 | 18,369 | -9.12 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 4,301 | 199 | ||||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 1,000 | 233.33 | 46 | 155.56 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 637,973 | 48.89 | 29,532 | 13.00 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 334,309 | 33.47 | 15,475 | 1.28 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 2,121 | 42.25 | 102 | 15.91 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 9,715,442 | 8.64 | 449,728 | -17.55 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 113,320 | 0.71 | 5,246 | -23.56 | ||||
| 2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 19,256 | 967 | ||||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 89,849 | 0.90 | 4,159 | -23.42 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 62,820 | 2,908 | ||||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 12,670 | 49.23 | 587 | 13.35 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 20,203 | 1.43 | 935 | -22.98 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 321 | 15 | ||||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 16,184 | 749 | ||||||
| 2025-07-10 | 13F | 科扎克联合公司 | 138 | 1.47 | 7 | 0.00 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 53,506 | 0.59 | 2,477 | -23.67 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 7,056 | 21.11 | 0 | |||||
| 2025-07-24 | NP | DESRX - DWS ESG 核心股票基金 R 类 | 22,719 | 4.89 | 1,097 | -15.10 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 760,654 | 2.05 | 35 | -22.22 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 779 | 83.29 | 36 | 44.00 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 14,006 | 0.57 | 648 | -23.67 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 6,548 | 60.02 | 303 | 21.69 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 133,562 | 64.28 | 6,183 | 24.69 | ||||
| 2025-08-13 | 13F | 主动财富策略有限责任公司 | 39,689 | 4.52 | 2 | -50.00 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 48,052 | 0.86 | 2,224 | -23.44 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 261,932 | 2.77 | 12,125 | -22.01 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 142 | 22.41 | 7 | -14.29 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 2,312 | 3,456.92 | 107 | 3,466.67 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 14,010 | 343.35 | 649 | 237.50 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 176,335 | 1.64 | 8,163 | -22.86 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 18,944 | 310.13 | 877 | 211.74 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 18,573 | 0.16 | 897 | -18.91 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 4,453 | 36.72 | 206 | 4.04 | ||||
| 2025-07-09 | 13F | 石点财富管理公司 | 5,010 | 15.73 | 232 | -12.50 | ||||
| 2025-03-20 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 448 | 99.11 | 26 | 160.00 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 9,863 | 4.18 | 0 | |||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 61,317 | 2.51 | 2,838 | -22.18 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Put | 208,000 | 383.72 | 9,628 | 267.20 | |||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 41,579 | 5.73 | 1,925 | -19.53 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 1,123 | 26.75 | 52 | -5.56 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 22,282 | 59.95 | 1,031 | 31.00 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 4,257,031 | 8.70 | 197,058 | -17.50 | ||||
| 2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 55,968 | 1,101.03 | 2,810 | 925.18 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 25,443 | 42.62 | 1,178 | 8.18 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 3,677 | 13.42 | 170 | -13.71 | ||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 6,766 | 12.95 | 313 | -14.25 | ||||
| 2025-07-08 | 13F | 下一级私人有限责任公司 | 75,599 | 3.23 | 3,499 | -21.65 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 872,113 | 7.29 | 40,370 | -18.57 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 181,501 | 56.93 | 8,402 | 19.10 | ||||
| 2025-08-15 | 13F | 灯笼财富顾问有限责任公司 | 27,486 | 5.59 | 1,272 | -13.59 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 14 | 0 | ||||||
| 2025-08-08 | 13F | 王财富 | 7,256 | 0.79 | 0 | |||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 5,589 | 9.07 | 259 | -17.31 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 25,933 | 43.04 | 1,200 | 8.60 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 选择大型股票基金 1 类 | 793,953 | 16.89 | 36,752 | -11.28 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 6,307 | 79.02 | 292 | 35.98 | ||||
| 2025-08-29 | NP | PKAIX - PIMCO RAE 美国基金机构类 | 625,189 | 59.76 | 28,940 | 21.25 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 12,239 | 4.58 | 591 | -15.35 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 50,530 | 2,338 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 275,800 | 847.77 | 12,767 | 619.62 | |||
| 2025-07-10 | 13F | 安全国家银行 | 1,294 | 7.21 | 60 | -19.18 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 4,373 | 202 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 139,200 | 6,444 | |||||
| 2025-07-31 | 13F | 港口投资管理有限公司 | 30,338 | 2.42 | 1,404 | -22.26 | ||||
| 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 | 608,290 | 0.48 | 30,536 | -14.43 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 7,234 | 1.43 | 335 | -23.04 | ||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 4,216 | 195 | ||||||
| 2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 332,849 | 12.13 | 16,070 | -9.20 | ||||
| 2025-08-25 | NP | ANCFX - 美国基金基本投资者 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,159,907 | 0.28 | 609,172 | -23.89 | ||||
| 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) | 3,620 | 25.48 | 168 | -4.57 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 4,800 | 20.00 | 222 | -8.64 | |||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 94,480 | 41.29 | 4,373 | 7.23 | ||||
| 2025-03-31 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 476,834 | 248.34 | 28,109 | 268.21 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 57,766,947 | 2.44 | 2,674,032 | -22.25 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 73,477 | 9.88 | 3,401 | -16.60 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 413,438 | 3.74 | 19,138 | -21.26 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 3,237 | 25.42 | 156 | 1.96 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 311,847 | 6.08 | 15,056 | -14.10 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 19,529 | 3.27 | 904 | -21.68 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 703,628 | 162.81 | 32,571 | 99.47 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 7,477 | 59.39 | 346 | 20.98 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 5,041 | 7.67 | 233 | -18.25 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 1,118,048 | 11.12 | 51,754 | -15.67 | ||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 320,662 | 0.30 | 15,482 | -18.78 | ||||
| 2025-08-14 | 13F | TT资本管理有限公司 | 7,166 | 349 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 14,340 | 664 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 205,988 | 1.36 | 9,535 | -23.07 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 7,531 | 25.64 | 349 | -4.66 | ||||
| 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 | 2,094 | 20.69 | 105 | 2.94 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 5,210 | 0.02 | 241 | -23.97 | ||||
| 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 | 77 | 16.67 | 4 | 0.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 464,964 | 56.92 | 21,523 | 19.10 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 818 | 38 | ||||||
| 2025-05-22 | NP | IAVGX - Voya 增长和收入投资组合 ADV 类 | 531,629 | 22.43 | 32,424 | 32.02 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 23,233 | 1,075 | ||||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 528,974 | 17.67 | 24,486 | -10.69 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 8,012 | 371 | ||||||
| 2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 25,091 | 1,161 | ||||||
| 2025-08-12 | 13F | 埃利财务管理公司 | 36,200 | 2.69 | 1,676 | -20.20 | ||||
| 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 | 69,735 | 0.61 | 3,367 | -18.54 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 300 | 14 | ||||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 1,091,587 | 8.99 | 52,702 | -11.74 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 7,267 | 9.16 | 336 | -17.24 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 2,148 | 71.98 | 99 | 30.26 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 8,918 | 39.43 | 413 | 5.64 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 153,958 | 159.58 | 7,127 | 97.01 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 28,893 | 1,337 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 73,128 | 354.72 | 3,385 | 245.41 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 10,240 | 35.86 | 474 | 3.05 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 9,449 | 16.80 | 437 | -11.36 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 490,600 | 16.95 | 22,710 | -11.24 | |||
| 2025-05-30 | NP | ERNZ - TrueShares 主动收益 ETF | 2,306 | 141 | ||||||
| 2025-06-18 | NP | RWSIX - Redwood 系统宏观趋势（“SMarT”）基金 I 类 | 32,918 | 4.43 | 1,652 | -11.09 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 16,141 | 52.39 | 747 | 15.63 | ||||
| 2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 41 | 127.78 | 2 | 100.00 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 4,815 | 18.36 | 223 | -10.48 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 1,485,016 | 0.77 | 68,741 | -23.51 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 33,680 | 3.35 | 1,559 | -21.54 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 2,599,492 | 0.27 | 120,330 | -23.89 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 23,091 | 28.94 | 1,069 | -2.20 | ||||
| 2025-07-25 | NP | IEVAX - 哥伦比亚全球股票价值基金 A 类 | 174,796 | 8,439 | ||||||
| 2025-07-09 | 13F | 基石财富服务有限责任公司 | 6,351 | 0.08 | 294 | -24.29 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 32,429 | 11.70 | 1,501 | -15.20 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 356,252 | 0.72 | 16,491 | -23.60 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 869,050 | 30.50 | 40 | 0.00 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 261,614 | 1.84 | 13,133 | -13.27 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 10,845 | 502 | ||||||
| 2025-05-30 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 87,486 | 66.63 | 5,336 | 79.69 | ||||
| 2025-07-30 | 13F | 阿伯投资顾问有限责任公司 | 4,483 | 0.31 | 208 | -23.90 | ||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 5,990 | 0.84 | 277 | -23.48 | ||||
| 2025-08-14 | 13F | Stonehaven 财富与税务解决方案有限责任公司 | 5,350 | 3.24 | 248 | -21.84 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 5,528 | 256 | ||||||
| 2025-06-26 | NP | FCPI - 富达通胀股票 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 | 58,186 | 104.83 | 2,921 | 110.37 | ||||
| 2025-07-09 | 13F | 沃尔夫财务管理有限公司 | 10,055 | 1.06 | 0 | |||||
| 2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 7,806 | 361 | ||||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 1,869 | 15.87 | 87 | -12.24 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 39,700 | 22.91 | 1,838 | -6.70 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 64,300 | 77.13 | 2,976 | 34.48 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 176,425 | 194.46 | 8,167 | 123.48 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 57,262 | 0.58 | 2,651 | -23.68 | ||||
| 2025-08-05 | 13F | 直布罗陀资本管理公司 | 121,464 | 2.63 | 5,623 | -22.11 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德股息价值管理波动基金标准级 | 369,666 | 33.97 | 17,112 | 1.68 | ||||
| 2025-08-28 | NP | GQFPX - GQG PARTNERS 全球优质股息收益基金投资者股份 | 43,406 | 6.07 | 2,009 | -19.48 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 176 | 9 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 87,100 | 142.15 | 4,032 | 83.81 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 47,237 | 2,187 | ||||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 869,707 | 6.72 | 40,259 | -19.01 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 133,896 | 5.83 | 6,464 | -14.30 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 142,400 | 849.33 | 6,592 | 621.12 | |||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 959,726 | 18.23 | 44,426 | -10.27 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 24,609 | 25.97 | 1,139 | -4.37 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 1,127,145 | 10.45 | 54,419 | -10.56 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 51,493 | 34.71 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | 斯莱格金融有限责任公司 | 15,149 | 4.38 | 701 | -20.79 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 64,920 | 0.59 | 3,005 | -23.65 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 72,011 | 26.93 | 3,615 | 8.07 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 8,131 | 1.22 | 376 | -17.18 | ||||
| 2025-08-28 | NP | TLCHX - 社会选择股票基金 | 3,968 | 3.93 | 184 | -21.12 | ||||
| 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 | 45,123 | 5.92 | 2,089 | -19.63 | ||||
| 2025-07-28 | 13F | 哈德森资本管理有限公司 | 88,864 | 2.96 | 4,114 | -21.87 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | Call | 100 | 0 | |||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 9,742 | 7.44 | 489 | -8.43 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 2,700 | 125 | |||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,976,441 | 0.94 | 91,489 | -23.39 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 9,705 | 0 | ||||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 75,814 | 5.91 | 3,509 | -19.61 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 51,612 | 91.43 | 2,591 | 63.00 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 72,476 | 15.11 | 3,355 | -12.66 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 152,295 | 15.87 | 7,050 | -12.05 | ||||
| 2025-03-26 | NP | FTLS - First Trust 多头/空头股票 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 | 379,705 | 22,384 | ||||||
| 2025-08-14 | 13F | 巴尼特公司 | 16,810 | 778 | ||||||
| 2025-07-30 | NP | GNOM - Global X 基因组学和生物技术 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,964 | 867 | ||||||
| 2025-08-06 | 13F | 易普森顾问集团有限责任公司 | 10,212 | 8.12 | 473 | -18.06 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 1,324,727 | 5.38 | 66,501 | -10.26 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 7,326 | 7.74 | 339 | -18.12 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 7,154 | 2.92 | 0 | |||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 113,451 | 3.41 | 5,252 | -21.52 | ||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 12,085 | 4.10 | 559 | -21.05 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 19,712 | 193.03 | 990 | 149.75 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 292 | 0 | ||||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 466,580 | 0.15 | 21,598 | -23.99 | ||||
| 2025-08-05 | 13F | 赫斯曼战略顾问公司 | 21,000 | 972 | ||||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 8,701 | 73.57 | 435 | 42.30 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 6,608 | 4.28 | 306 | -20.98 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 3,481,133 | 67.84 | 161,142 | 27.38 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 35,258 | 7.66 | 1,632 | -18.28 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 858,000 | 436.92 | 39,717 | 307.51 | |||
| 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 | 248,849 | 7.67 | 12,014 | -12.81 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 9,752,683 | 451,452 | ||||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 6,067,940 | 1.66 | 280,673 | -22.90 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 1,087,800 | 37.42 | 50,354 | 4.30 | |||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 4,715 | 9.45 | 218 | -16.79 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 848,958 | 1,588.16 | 39,298 | 1,181.32 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 1,012,700 | 13.75 | 46,878 | -13.67 | |||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 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 | 29,025 | 15.44 | 1,401 | -6.54 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 10,595 | 6.35 | 490 | -19.28 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 1,389,671 | 12.02 | 69,761 | -4.61 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 415,174 | 148.65 | 19,218 | 88.73 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 71 | 12.70 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | Peddock 资本顾问有限公司 | 5,258 | 0.04 | 243 | -24.06 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 39,523 | 0.32 | 1,830 | -23.86 | ||||
| 2025-08-28 | NP | XPH - SPDR(R) S&P(R) 制药 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 | 113,020 | 16.29 | 5,232 | -11.74 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 3,764 | 0.53 | 174 | -23.68 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 5,915 | 6.88 | 274 | -18.99 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 8,002 | 370 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 528,554 | 11.25 | 26,533 | -5.27 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 44,138 | 0.19 | 2,043 | -23.94 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 1,334 | 0.08 | 62 | -24.69 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 12,907 | 20.92 | 597 | -8.29 | ||||
| 2025-07-11 | 13F | 先锋资本财富顾问 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,926 | 20.32 | 274 | -8.67 | ||||
| 2025-07-07 | 13F | 多明格斯财富管理解决方案公司 | 21,949 | 2.31 | 1,016 | -22.32 | ||||
| 2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 4,582,200 | 1.26 | 212,110 | -23.15 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 55,000 | 29.75 | 2,546 | -1.55 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 262,400 | 118.67 | 12,146 | 65.97 | |||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 893 | 39.53 | 41 | 5.13 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 6,351 | 0.52 | 294 | -23.90 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 33,589 | 0.34 | 1,555 | -23.86 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 1,062 | 777.69 | 49 | 600.00 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 61,547 | 341.58 | 2,849 | 235.18 | ||||
| 2025-06-24 | NP | QDF - FlexShares 优质股息指数基金 | 327,680 | 9.38 | 16,450 | -6.85 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 1,603,182 | 10.75 | 74,211 | -15.95 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 31,584 | 1,464 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 571,400 | 26,484 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 308,000 | 14,276 | |||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 917,220 | 13.48 | 46,044 | -3.37 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 77,687 | 6.70 | 3,596 | -19.01 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 438 | 20 | ||||||
| 2025-07-30 | NP | ITAN - Sparkline 无形价值 ETF | 7,777 | 15.23 | 375 | -6.72 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 5,762 | 267 | ||||||
| 2025-08-14 | 13F | 瑞银奥康纳有限公司 | Call | 40,000 | 9 | |||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,300 | 34.90 | 430 | 10.54 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 4,598 | 213 | ||||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 20,000 | 926 | ||||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 91,908 | 3.16 | 4,614 | -12.15 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 27,798 | 3.95 | 1,287 | -21.10 | ||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 7,191 | 59.69 | 342 | 50.22 | ||||
| 2025-08-27 | NP | PVFYX - 胜利先锋核心股票基金Y类 | 387,915 | 17,957 | ||||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 58,959 | 86.63 | 2,847 | 51.14 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 61,924 | 5.99 | 3,777 | 14.29 | ||||
| 2025-08-12 | 13F | 米勒金融服务有限公司 | 18,904 | 9.21 | 875 | -17.06 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 34,203 | 0.99 | 2 | -50.00 | ||||
| 2025-08-11 | 13F | 绍克投资顾问公司 | 7,910 | 366 | ||||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 1,555,496 | 350.22 | 72,004 | 241.72 | ||||
| 2025-07-14 | 13F | 帕拉西奥斯财富管理有限责任公司 | 8,251 | 5.57 | 382 | -19.96 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 71,002 | 64.70 | 3,287 | 24.99 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 7,965 | 292.36 | 369 | 199.19 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 177,501 | 20.95 | 8,570 | -2.06 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 76,452 | 70.39 | 3,539 | 39.46 | ||||
| 2025-08-28 | NP | RAYD - 瑞联量化发达市场股票ETF | 31,704 | 273.65 | 1,468 | 206.26 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 10,859 | 503 | ||||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 6,517 | 51.91 | 302 | 15.33 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 1,329 | 62 | ||||||
| 2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 8,458 | 31.99 | 392 | 0.26 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 128,508 | 6.47 | 6 | -28.57 | ||||
| 2025-08-04 | 13F | 联合银行 | 413,448 | 3.14 | 19 | -20.83 | ||||
| 2025-08-28 | NP | GQHPX - GQG 合作伙伴美国优质股息收益基金投资者股份 | 89,085 | 6.00 | 4,124 | -19.55 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 61,557 | 2,849 | ||||||
| 2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,139 | 18.44 | 1,256 | -10.09 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Basic 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 | 49,160 | 2,276 | ||||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 29,158 | 1,350 | ||||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 49,048 | 3.77 | 2,270 | -21.24 | ||||
| 2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 35,118 | 99.59 | 1,695 | 61.58 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 13,269 | 28.58 | 618 | 21.70 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 3,793,489 | 6.95 | 175,600 | -18.83 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 870,304 | 401.92 | 40,286 | 280.96 | ||||
| 2025-07-31 | 13F | 基石财务规划公司 | 162,250 | 1.62 | 7,511 | -22.87 | ||||
| 2025-06-26 | NP | UVALX - 价值基金份额 | 165,247 | 69.65 | 8,295 | 44.46 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 60 | 3 | ||||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 10,004 | 463 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 1,140 | 53 | ||||||
| 2025-06-25 | NP | NAWGX - Voya 全球股票基金 A 类 | 38,424 | 0.61 | 1,929 | -14.35 | ||||
| 2025-08-06 | 13F | 西耶纳管理 | 164,188 | 9.62 | 6,939 | -21.86 | ||||
| 2025-07-28 | NP | TOWFX - Towpath 焦点基金机构股票类别 | 25,340 | 42.04 | 1,223 | 15.05 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 959 | 44 | ||||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 32,422 | 16.68 | 1,628 | -0.67 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 19,400 | 898 | |||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 13,809 | 0.02 | 639 | -24.11 | ||||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,144,772 | 1.81 | 191,861 | -22.73 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 13,100 | 606 | |||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 315,242 | 1.43 | 14,593 | -23.02 | ||||
| 2025-07-18 | 13F | 米勒财富顾问有限公司 | 270 | 1.12 | 12 | -25.00 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 74,887 | 40.73 | 3,467 | 6.81 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 49,551 | 15.41 | 3,022 | 24.46 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 8,128 | 1.21 | 496 | 9.03 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 4,388 | 203 | ||||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 82 | 4 | ||||||
| 2025-07-17 | 13F | 沃克资产管理有限责任公司 | 8,189 | 1.61 | 379 | -22.81 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 28,109 | 45.66 | 1,301 | 10.63 | ||||
| 2025-07-31 | 13F | PKO投资管理股份公司 | 28,500 | 137.50 | 1,319 | 80.44 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 69,470 | 2.32 | 3,216 | -22.34 | ||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 86,965 | 66.07 | 4,199 | 34.47 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 7,348 | 0.05 | 340 | -23.94 | ||||
| 2025-07-17 | 13F | 詹尼资本管理有限公司 | 40,993 | 1.72 | 2 | -50.00 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 14,187 | 657 | ||||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 60,985 | 554.77 | 2,823 | 396.83 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 102,898 | 7.52 | 4,968 | -12.94 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 111,490 | 16.86 | 5,383 | -5.36 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 2,269 | 86.60 | 105 | 41.89 | ||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 42,431 | 51.54 | 1,964 | 15.06 | ||||
| 2025-05-22 | NP | IPEAX - Voya 大盘价值投资组合 ADV 级 | 185,232 | 16.08 | 11,297 | 25.17 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 32,606 | 25.53 | 1,509 | -4.73 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 2,331 | 59.33 | 108 | 20.22 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 1,762 | 0 | ||||||
| 2025-06-27 | NP | SMRI - Bushido Capital 美国股票 ETF | 139,719 | 2.03 | 7,014 | -13.12 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 5,601 | 1.14 | 259 | -23.15 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 357,523 | 2.06 | 17,948 | -13.09 | ||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 53,896 | 29.49 | 2,495 | -1.73 | ||||
| 2025-07-16 | 13F | 顾问管理集团公司 /adv | 7,010 | 0.36 | 0 | |||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 4,667 | 2.10 | 216 | -22.30 | ||||
| 2025-07-14 | 13F | 基金会资源管理公司 | 153,014 | 0.05 | 7,083 | -24.06 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 29,564 | 216.19 | 1,369 | 140.00 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 31,394 | 18.47 | 1,453 | -10.09 | ||||
| 2025-06-25 | NP | CESGX - Coho相对价值ESG基金 | 19,183 | 963 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 制药副总裁 | 5,775 | 11.83 | 267 | -14.97 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 382,329 | 18 | ||||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 75,100 | 6.78 | 3,626 | -13.55 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 535,604 | 7.58 | 25,859 | -12.88 | ||||
| 2025-05-13 | 13F | 沃茨·格威廉有限公司 | 5,096 | 0.71 | 311 | 7.27 | ||||
| 2025-07-15 | 13F | Avaii 财富管理有限公司 | 81,721 | 3.97 | 3,783 | -21.09 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 219,851 | 13.71 | 10,177 | -13.70 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 21,726 | 56.92 | 1,006 | 19.08 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 102,101 | 2.80 | 4,726 | -21.97 | ||||
| 2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 16,301 | 9.69 | 755 | -16.78 | ||||
| 2025-07-29 | 13F | 屋顶 Eidam 和 Maycock/adv | 5,700 | 7.55 | 264 | -18.58 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 75,466 | 0.86 | 3,493 | -23.45 | ||||
| 2025-08-06 | 13F | 北京哈迪施特劳斯公司 | 30,962 | 1.78 | 1,433 | -22.75 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 34,261 | 11.69 | 1,586 | -15.24 | ||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,258 | 30.42 | 753 | -1.05 | ||||
| 2025-03-27 | NP | RAZAX - 多元资产增长策略基金A类 | 6,714 | 1.05 | 396 | 6.76 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 64,763 | 16.36 | 2,998 | -11.70 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 639 | 202.84 | 30 | 141.67 | ||||
| 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 | 113,237 | 0.53 | 5,684 | -14.38 | ||||
| 2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 8,334 | 1.04 | 386 | -23.46 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 82,194 | 4.57 | 3,791 | -21.79 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 20,241 | 28.25 | 977 | 3.94 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 450 | 200.00 | 21 | 122.22 | ||||
| 2025-08-26 | NP | JVASX - 摩根大通价值优势基金 I 类 | 3,037,632 | 0.79 | 140,612 | -23.51 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 5,780,139 | 9.74 | 275,308 | -9.60 | ||||
| 2025-08-08 | 13F | 赫多克公司 | 5,414 | 0.13 | 251 | -24.01 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 22,486 | 3.05 | 1,041 | -21.80 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 36,358 | 7.55 | 1,683 | -18.34 | ||||
| 2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 22,082 | 10.44 | 1,022 | -16.16 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 27,795 | 97.18 | 1,287 | 49.71 | ||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 5,574 | 17.35 | 258 | -10.73 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 7,423 | 1.87 | 373 | -13.29 | ||||
| 2025-08-28 | NP | Elevation Series Trust - TrueShares 主动收益 ETF | 105,903 | 4,902 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州财富建立基金标准级 | 9,396 | 15.50 | 435 | -12.50 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 198,762 | 9,201 | ||||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 5,145,653 | 2.05 | 238,192 | -22.54 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 12,644 | 585 | ||||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 13,159 | 209.84 | 609 | 135.14 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 448,086 | 2.04 | 22,494 | -13.11 | ||||
| 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 | 87,414 | 30.43 | 4,220 | 5.63 | ||||
| 2025-04-01 | NP | HYLG - Global X 医疗保健备兑看涨期权和成长 ETF | 627 | 27.70 | 37 | 33.33 | ||||
| 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 | 2,615 | 35.14 | 131 | 14.91 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 5,330 | 2.32 | 247 | -22.40 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 18,898 | 16.04 | 875 | -11.98 | ||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 4,228 | 22.41 | 196 | -7.58 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 614,100 | 15,198.95 | 28,427 | 11,550.00 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 31,365 | 0.69 | 1,452 | -23.59 | ||||
| 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 | 25,820 | 35.62 | 1,247 | 9.78 | ||||
| 2025-07-23 | 13F | 马登证券公司 | 48,150 | 397.42 | 2,229 | 277.63 | ||||
| 2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 17,239 | 3.86 | 798 | -21.25 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 71,969 | 13.13 | 3,475 | -8.39 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 150,402 | 151.63 | 6,962 | 91.00 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 161,500 | 15.94 | 7,476 | -12.01 | |||
| 2025-07-09 | 13F | 米拉多资本合伙公司 | 48,662 | 1.03 | 2,253 | -23.32 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 63,118 | 54.49 | 2,918 | 10.15 | ||||
| 2025-07-08 | 13F | GK财富管理有限责任公司 | 4,934 | 24.53 | 228 | -5.39 | ||||
| 2025-06-27 | NP | RCGE-RockCreek全球平等ETF | 5,828 | 293 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 34,295 | 435.36 | 1,588 | 306.92 | ||||
| 2025-07-10 | 13F | 信任点公司 | 7,931 | 6.93 | 367 | -18.81 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 115,627 | 3.65 | 5,352 | -21.33 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 293,686 | 8,033.09 | 13,595 | 6,079.09 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 446,267 | 0.61 | 20,658 | -23.64 | ||||
| 2025-08-14 | 13F | 希尔曼资本管理公司 | 71,815 | 10.45 | 3,324 | -16.17 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 2,560 | 25.55 | 119 | 21.65 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 347,674 | 123.58 | 16,094 | 69.69 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 12,942 | 599 | ||||||
| 2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 751 | 9.64 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 7,273,615 | 25.64 | 337 | -4.82 | ||||
| 2025-08-25 | NP | BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE 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 | 388,890 | 146.80 | 18,002 | 110.66 | ||||
| 2025-08-14 | 13F | J.高盛公司 | Call | 60,000 | 2,777 | |||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 69,132 | 600.28 | 3,200 | 431.56 | ||||
| 2025-08-14 | 13F | J.高盛公司 | 85,205 | 3,944 | ||||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 63,571 | 1.74 | 2,942 | -22.78 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 13,815 | 101.27 | 549 | 37.34 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 1,075,137 | 0.76 | 51,908 | -18.40 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 20,440 | 946 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 70,431 | 13.87 | 3,260 | -13.57 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 9,086 | 12.09 | 421 | -14.98 | ||||
| 2025-08-08 | 13F | 斯凯兰兹资本有限责任公司 | 166,365 | 16.79 | 7,701 | -11.36 | ||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 740 | 1.23 | 34 | -22.73 | ||||
| 2025-08-14 | 13F | Xponance公司 | 410,983 | 12.91 | 19,024 | -14.30 | ||||
| 2025-06-26 | NP | WLTG - WealthTrust DBS 长期增长 ETF | 12,506 | 8.31 | 628 | -7.79 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 17,626 | 24.70 | 816 | -5.45 | ||||
| 2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 21,597 | 2.25 | 1 | 0.00 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 2,633 | 2.13 | 122 | -22.93 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 4,875 | 8.94 | 226 | -17.28 | ||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 89,819 | 0.46 | 4,158 | -23.77 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 210,268 | 193.50 | 10,555 | 149.94 | ||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 37,751 | 1.50 | 1,748 | -22.97 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 62,713 | 0.79 | 3,148 | -14.15 | ||||
| 2025-07-15 | 13F | 伊顿金融控股有限公司 | 6,571 | 304 | ||||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 1,982 | 92 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 176,200 | 8,156 | |||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 228,200 | 85.38 | 10,563 | 40.71 | |||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,930,999 | 2.15 | 89,386 | -22.47 | ||||
| 2025-03-27 | NP | RMYAX - 多策略收益基金 A 类 | 5,311 | 1.05 | 313 | 6.83 | ||||
| 2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93,507 | 666.89 | 4,515 | 801.00 | ||||
| 2025-07-16 | 13F | 陶尔信托投资公司 | 10,142 | 2.74 | 469 | -5.25 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 41 | 2 | ||||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 16,332 | 0.01 | 756 | -24.02 | ||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 107,507 | 5.59 | 4,976 | -19.86 | ||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 33,772 | 1.73 | 1,563 | -22.78 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 185 | 8.19 | 9 | -20.00 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 811,600 | 444.33 | 37,569 | 313.15 | |||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 1,100 | 33.50 | 51 | 8.70 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 3,232,919 | 18.47 | 149,652 | -10.09 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 72,140 | 7.62 | 3,483 | -12.86 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 363,700 | 196.90 | 16,836 | 230.94 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 231,765 | 4.72 | 10,728 | -20.52 | ||||
| 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 | 6,116 | 21.40 | 307 | 3.72 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 1,300 | 60 | ||||||
| 2025-08-26 | NP | FDL - 第一信托晨星股息领先指数基金 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 | 3,626,856 | 167,887 | ||||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 24,241 | 0.01 | 1,122 | -22.25 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 346,690 | 0.84 | 16,048 | -23.46 | ||||
| 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 | 2,812,829 | 12.29 | 130,206 | -14.77 | ||||
| 2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 112,806 | 185.58 | 5,222 | 71.69 | ||||
| 2025-08-26 | NP | QAAHCX - T. Rowe 价格股票收益投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,500 | 7.86 | 2,986 | -18.15 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 8,020 | 371 | ||||||
| 2025-08-06 | 13F | 霍兰证券公司 | 7,277 | 0.89 | 337 | -23.46 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 440,595 | 0.32 | 21,272 | -18.76 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 7,628 | 9.14 | 353 | -17.14 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 1,672,259 | 6.87 | 77,409 | -18.89 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 230 | 11 | ||||||
| 2025-08-26 | NP | IHE - iShares 美国制药 ETF | 505,212 | 10.95 | 23,386 | -15.79 | ||||
| 2025-08-27 | NP | MFADX - Cromwell Marketfield L/S 基金投资者类别 | 10,728 | 31.44 | 497 | -0.20 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 32,887 | 105.58 | 1,522 | 56.10 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 457 | 23 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 952,013 | 2.52 | 44 | -21.43 | ||||
| 2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 13,162 | 0.57 | 609 | -23.68 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 1,211,339 | 921.55 | 56,073 | 675.33 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 23,215 | 24.61 | 1,075 | -5.46 | ||||
| 2025-08-01 | 13F | Wincap金融有限责任公司 | 19,382 | 11.67 | 897 | -15.22 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 148 | 33.33 | 9 | 33.33 | ||||
| 2025-08-14 | 13F | 家族管理公司 | 65,600 | 4.63 | 3,037 | -20.61 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 4,420 | 12.24 | 205 | -14.58 | ||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 146,169 | 295.59 | 7,057 | 220.48 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 207 | 10 | ||||||
| 2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 2,485,490 | 2.73 | 115,053 | -22.03 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 535,902 | 193.63 | 25,461 | 134.27 | ||||
| 2025-08-14 | 13F | 艾睿资本有限公司 | 58,822 | 4,156 | ||||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 9,449 | 16.80 | 437 | -11.36 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | Put | 150,000 | 6,944 | |||||
| 2025-08-12 | 13F | APG 资产管理公司 | 2,134,346 | 40.84 | 84,167 | -1.63 | ||||
| 2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 63,010 | 34.51 | 3,163 | 14.56 | ||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 10,503 | 0.09 | 487 | -24.06 | ||||
| 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 | 501,265 | 1.55 | 25,164 | -13.52 | ||||
| 2025-08-25 | NP | HIAHX - 哈特福德医疗 Hls 基金 Ia | 37,818 | 44.30 | 1,751 | 9.51 | ||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 9,640 | 4.01 | 447 | -21.06 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 34,935 | 1,617 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 234,217 | 11,758 | ||||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 3,243,681 | 2.60 | 150,150 | -22.13 | ||||
| 2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 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 | 112,298 | 18.43 | 5,422 | -4.10 | ||||
| 2025-04-28 | NP | MVFD - 君主成交量因子股息树指数 ETF | 32,793 | 15.16 | 1,955 | 37.48 | ||||
| 2025-08-13 | 13F | bLong Financial, LLC | 14,942 | 7.01 | 692 | -18.80 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 215,590 | 165.84 | 10 | 125.00 | ||||
| 2025-08-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 股票和收益基金系列 I | 167,598 | 0.64 | 7,758 | -23.61 | ||||
| 2025-08-13 | 13F | 圆山资产管理公司 | 45,717 | 191.17 | 2,116 | 121.11 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 230,686 | 489.60 | 11 | 400.00 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 1,540 | 0.98 | 71 | -23.66 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 12,437 | 35.57 | 576 | 2.86 | ||||
| 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 | 4,500,379 | 0.85 | 225,919 | -14.12 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 1,945 | 5.25 | 9,003 | -20.12 | |||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 5,731,088 | 9.36 | 265,292 | -17.00 | ||||
| 2025-07-14 | 13F | LCM资本管理公司 | 9,878 | 0.23 | 457 | -23.96 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 426 | 1.43 | 20 | -24.00 | ||||
| 2025-04-22 | NP | PJFV - PGIM Jennison 聚焦价值 ETF | 8,199 | 25.19 | 489 | 26.10 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 29,149 | 3.03 | 1,463 | -12.24 | ||||
| 2025-07-21 | 13F | 交易所资本管理公司 | 54,893 | 0.40 | 2,541 | -23.79 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 1,682 | 44.01 | 0 | |||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 37,209 | 1.46 | 1,722 | -22.99 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 2,385,776 | 3.11 | 110,438 | -21.74 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 704 | 6.67 | 33 | -20.00 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 股票收益投资组合 | 60,500 | 7.08 | 2,801 | -18.72 | ||||
| 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 | 25,602,424 | 0.79 | 1,236,085 | -18.38 | ||||
| 2025-08-06 | 13F | ETF 商店有限公司 | 4,435 | 1.63 | 205 | -22.93 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 331,413 | 3.23 | 15,341 | -21.65 | ||||
| 2025-07-29 | NP | ACEIX - 景顺股票和收益基金 A 类 | 1,632,872 | 1.21 | 78,835 | -18.04 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 21,558 | 6.43 | 998 | -19.27 | ||||
| 2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 15,454 | 275.74 | 715 | 186.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 120,556 | 87.98 | 5,581 | 42.67 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 46,176,690 | 1.59 | 2,132,976 | -22.97 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 6,279 | 0.10 | 291 | -24.08 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 225,301 | 9.59 | 11,310 | -6.68 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 110,114 | 4.20 | 5,097 | -20.92 | ||||
| 2025-07-29 | 13F | 特威迪·布朗有限公司 | 7,184 | 333 | ||||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 173,160 | 11.50 | 8,016 | -15.37 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 4,729 | 15.57 | 219 | -12.45 | ||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 1,719 | 86 | ||||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 73,052 | 0.61 | 3,382 | -23.64 | ||||
| 2025-08-26 | NP | GVEYX - 机构价值股票基金 | 56,035 | 25.62 | 2,594 | -4.67 | ||||
| 2025-08-14 | 13F | 新英格兰资产管理公司 | 39,721 | 0.62 | 1,839 | -23.64 | ||||
| 2025-07-21 | 13F | 乐凯资产管理有限公司 | 27,124 | 1,256 | ||||||
| 2025-08-28 | NP | PWDAX - 电力红利指数基金A类 | 26,075 | 20.64 | 1,207 | -8.42 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 73,498 | 10.33 | 3,402 | -16.27 | ||||
| 2025-08-14 | 13F | 阿博特财务管理公司 | 9,541 | 1.06 | 442 | -23.30 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 206,934 | 1.40 | 9,579 | -23.04 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 864 | 40 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 27,337 | 236.08 | 1,265 | 155.04 | ||||
| 2025-07-25 | 13F | 我艾利森有限公司 | 8,761 | 18.18 | 406 | -10.40 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 24,248 | 13.76 | 1,122 | -13.69 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 6,060 | 63.92 | 281 | 24.44 | ||||
| 2025-08-14 | 13F | 极地资产管理合伙公司 | 43,500 | 17.29 | 2,014 | -10.97 | ||||
| 2025-08-11 | 13F | 克拉克庄园公司/纽约 | 38,800 | 12.34 | 1,796 | -14.72 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 27,076 | 10.45 | 1,253 | -16.19 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 6,813 | 6.75 | 416 | 15.28 | ||||
| 2025-08-12 | 13F | 科瓦有限公司 | 18,467 | 2.87 | 855 | -21.94 | ||||
| 2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 76,241 | 1.59 | 3,529 | -22.90 | ||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 66,577 | 0.02 | 3,082 | -24.09 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 7,196 | 0.97 | 333 | -23.27 | ||||
| 2025-08-11 | 13F | 花旗集团 | 3,617,388 | 23.51 | 167,449 | -6.26 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 287,700 | 379.50 | 13,318 | 263.95 | |||
| 2025-08-07 | 13F | 美国阿尔法顾问有限公司 | 9,478 | 12.10 | 439 | -14.95 | ||||
| 2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 23,853 | 1,104 | ||||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 678 | 21.72 | 31 | -6.06 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 4,752 | 35.00 | 220 | 2.34 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 367 | 79.90 | 17 | 33.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 5,300 | 245 | ||||||
| 2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 198 | 12 | ||||||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 7,257 | 95.71 | 336 | 48.23 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 1,885 | 20.52 | 91 | -2.15 | ||||
| 2025-05-01 | 13F | 钢峰财富管理有限公司 | Put | 30 | ||||||
| 2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85,101 | 2.63 | 3,939 | -22.11 | ||||
| 2025-05-30 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 1,410,802 | 706.41 | 86,045 | 538.74 | ||||
| 2025-08-15 | 13F | 普威创新财富顾问有限公司 | 31,658 | 1,465 | ||||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 178 | 1,269.23 | 8 | |||||
| 2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 7,652 | 0.83 | 354 | -23.38 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 47,609 | 28.83 | 2,299 | 4.31 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 182,001 | 162.52 | 8,425 | 99.24 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 37,507 | 296.65 | 1,736 | 201.39 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 6,431 | 298 | ||||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 15,014 | 4.26 | 695 | -20.96 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 8,426 | 17.68 | 390 | -10.55 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 8,436,811 | 142.79 | 390,541 | 84.27 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 2,703,724 | 15.48 | 125,155 | -12.35 | ||||
| 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 | 2,461 | 38.34 | 124 | 18.27 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 6,222,946 | 4.85 | 288,060 | -20.42 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 262,324 | 1.12 | 12,143 | -23.26 | ||||
| 2025-06-26 | NP | USSCX - 科技基金份额 | 3,170 | 58.42 | 159 | 35.90 | ||||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 9,274 | 0.86 | 429 | -23.39 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 497,446 | 6.72 | 23,027 | -19.00 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 12,121 | 1.87 | 561 | -22.62 | ||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 40,822 | 15.38 | 1,890 | -12.42 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 226,976 | 2.83 | 10,507 | -21.96 | ||||
| 2025-07-29 | 13F | 伯福德兄弟公司 | 6,731 | 0.07 | 312 | -24.15 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 11,002 | 60.97 | 509 | 22.36 | ||||
| 2025-08-06 | 13F | 奥布莱恩格林公司 | 5,695 | 0.33 | 264 | -23.99 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 2,618 | 95.81 | 121 | 49.38 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | Put | 27,300 | 1,264 | |||||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 1,099,300 | 164.38 | 50,887 | 100.66 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 15,109 | 43.62 | 699 | 9.05 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 18,000 | 78,160.87 | 833 | 83,200.00 | ||||
| 2025-08-29 | NP | DAEIX - Dean 股权收益基金 | 19,568 | 8.34 | 906 | -17.80 | ||||
| 2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 398,598 | 2.07 | 18,451 | -22.53 | ||||
| 2025-07-24 | 13F | 支付宝证券公司 | 59 | 34.09 | 3 | 0.00 | ||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 891,547 | 8.93 | 44,756 | -7.24 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 6,725 | 2.47 | 311 | -22.25 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 10,690 | 495 | ||||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 31,097 | 6.43 | 1,440 | -19.20 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 48,705 | 4.41 | 2,255 | -20.77 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 7,000 | 324 | |||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 297 | 15 | ||||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 8,812 | 4.79 | 442 | -10.71 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 1,478 | 68 | ||||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 39,683 | 11.34 | 1,837 | -15.51 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 23,473 | 83.68 | 1,087 | 39.41 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 355,900 | 200.85 | 16,475 | 128.33 | |||
| 2025-08-14 | 13F | 橡子财富顾问有限责任公司 | 8,254 | 0.62 | 382 | -23.60 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | Put | 21,600 | 16 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 2,072,530 | 1,944.04 | 95,937 | 1,451.37 | ||||
| 2025-08-05 | 13F | 联邦退休投资有限责任公司 | 59,183 | 24.61 | 2,740 | -5.42 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 15,618 | 0.81 | 723 | -23.52 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 188,767 | 8,738 | ||||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 6,526 | 21.05 | 302 | -7.93 | ||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 13,720 | 634.08 | 635 | 461.95 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 25,823,357 | 8.83 | 1,195,363 | -17.40 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 221,820 | 0.14 | 10,268 | -24.00 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 6,337 | 293 | ||||||
| 2025-07-25 | 13F | Pzena 投资管理有限公司 | 14,843,475 | 10.29 | 687,104 | -16.29 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 8,037 | 58.49 | 372 | 20.39 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 3,401,880 | 2.13 | 157,473 | -22.48 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 45,082 | 7.69 | 2,087 | -18.29 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 166,355 | 4.76 | 8,032 | -15.17 | ||||
| 2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 47,733 | 2.12 | 2,210 | -22.49 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 73,583 | 31.67 | 3,406 | -0.06 | ||||
| 2025-07-24 | NP | HRTS - 心血管和代谢 ETF 主题 | 23,314 | 8.37 | 1,126 | -12.25 | ||||
| 2025-08-11 | 13F | 塞泽特资本合伙公司 | 712,788 | 1.30 | 32,995 | -23.11 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 638,880 | 2.63 | 29,574 | -22.11 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 21,176 | 1 | ||||||
| 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 | 152,289 | 2.92 | 7,353 | -16.66 | ||||
| 2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 89,855 | 2.18 | 4,338 | -17.25 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 1,772,395 | 1.05 | 88,974 | -13.94 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 198,995 | 5.07 | 9,990 | -10.53 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 307,888 | 8.27 | 14,252 | -17.82 | ||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 121,196 | 37.58 | 5,610 | 4.43 | ||||
| 2025-08-28 | NP | SIOAX - SIMT 多资产收益基金 F 级 | 43,007 | 37.32 | 1,991 | 22.84 | ||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 25,028 | 31.59 | 1,159 | -0.09 | ||||
| 2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 3,485 | 1.04 | 161 | -23.33 | ||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 44 | 2.33 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 22,998 | 16.52 | 1,031 | -14.38 | ||||
| 2025-07-03 | 13F | 第一夏威夷银行 | 4,435 | 4.08 | 205 | -20.85 | ||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 51,718 | 2.06 | 2,394 | -22.52 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 244,412 | 3.98 | 11,314 | -21.09 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 122,509 | 5,671 | ||||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 75,919 | 164.25 | 3,514 | 100.57 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 213 | -23.93 | ||||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 14,983 | 10.36 | 694 | -16.30 | ||||
| 2025-07-24 | NP | Tema ETF 信托 - Tema 肿瘤 ETF | 52,136 | 6.42 | 2,517 | -13.80 | ||||
| 2025-08-13 | 13F | 法国集团 | 2,059 | 2,213.48 | 95 | 2,250.00 | ||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 78,105 | 0.29 | 3,615 | -23.88 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 61,617 | 13.27 | 2,852 | -14.02 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 2,162,915 | 0.87 | 100 | -23.08 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 9,104 | 28.92 | 422 | -2.09 | ||||
| 2025-08-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 7,465 | 50.32 | 346 | 14.24 | ||||
| 2025-08-15 | 13F | 乐观退休集团有限责任公司 | 40,861 | 4.41 | 1,891 | -20.75 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 265,145 | 138.74 | 12,274 | 103.80 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 12,770 | 85.80 | 594 | 41.53 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 33,870 | 323.22 | 1,568 | 221.11 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 166 | 3.75 | 8 | -22.22 | ||||
| 2025-06-27 | NP | POSKX - PRIMECAP Odyssey 股票基金 | 1,141,530 | 0.36 | 57,305 | -14.53 | ||||
| 2025-08-11 | 13F | 诺特·大卫·M·Jr | 27,000 | 42.11 | 1,250 | 7.86 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 3,093,360 | 8.65 | 143,810 | -17.56 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 142 | 7 | ||||||
| 2025-08-14 | 13F | Boyer & Corporon 财富管理有限责任公司 | 106,071 | 21.94 | 4,910 | -7.45 | ||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 168,043 | 5.45 | 7,779 | -19.96 | ||||
| 2025-08-14 | 13F | 西特投资联营公司 | 25,600 | 1 | ||||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 10,000 | 463 | |||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 311,051 | 57.52 | 14,417 | 21.65 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 43,276 | 5.23 | 2,172 | -10.40 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 2,136,479 | 141 | ||||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 11,491 | 36.86 | 532 | 3.71 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 52,217 | 2,417 | ||||||
| 2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 6,010 | 49.88 | 278 | 13.93 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 7,128 | 47.88 | 330 | 12.29 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 228,026 | 5.35 | 10,555 | -20.04 | ||||
| 2025-08-08 | 13F | 多诺霍福林有限责任公司 | 29,377 | 20.75 | 1,360 | -8.36 | ||||
| 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 | 709,475 | 15.63 | 32,842 | -12.24 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 80,185 | 3.52 | 3,712 | -21.44 | ||||
| 2025-07-16 | 13F | LS 投资顾问有限责任公司 | 22,365 | 31.44 | 1,035 | -0.19 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 19,710 | 47.30 | 912 | 11.76 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 722,714 | 31.21 | 33,454 | -0.41 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | Short | -24,724 | -83.91 | -1,241 | -86.30 | |||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 54,070 | 46.00 | 2,503 | 10.81 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 42,626 | 180.93 | 1,973 | 113.30 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 141,604 | 313.93 | 6,555 | 214.19 | ||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 50,126 | 11.57 | 2,420 | -9.63 | ||||
| 2025-08-28 | NP | SPYD - SPDR(R) 投资组合 S&P 500 高股息 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,527,160 | 3.25 | 70,692 | -21.64 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 343,818 | 16.60 | 17,260 | -0.71 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 19,693 | 0.69 | 912 | -23.57 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 1,223 | 14.19 | 61 | -3.17 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 927 | 26.81 | 44 | 2.33 | ||||
| 2025-07-24 | 13F | 灯塔桥财富合作伙伴有限责任公司 | 5,582 | 0.54 | 258 | -23.67 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 7,053 | 6.67 | 326 | -19.11 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 364 | 10.30 | 18 | -5.26 | ||||
| 2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 8,930 | 0.64 | 413 | -23.66 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 24,092 | 2.70 | 1,115 | -22.03 | ||||
| 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 | 11,606 | 563.58 | 537 | 406.60 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 10,844 | 502 | ||||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 526,323 | 8.96 | 24,363 | -17.30 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 51,542 | 4.84 | 2,587 | -10.73 | ||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 5,362 | 10.44 | 248 | -16.22 | ||||
| 2025-08-25 | NP | FTXH - First Trust 纳斯达克制药 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 | 19,043 | 0.38 | 882 | -23.79 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 607,986 | 104.74 | 28,144 | 55.39 | ||||
| 2025-07-08 | 13F | 巴德金融服务公司 | 41,310 | 0.60 | 1,912 | -23.64 | ||||
| 2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 8,475 | 87.83 | 517 | 102.35 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 6,060 | 18,263.64 | 281 | 13,900.00 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 15,607 | 26.75 | 722 | -3.73 | ||||
| 2025-08-12 | 13F | 克雷文斯顾问有限公司 | 5,392 | 1.66 | 250 | -22.91 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 121 | 55.13 | 6 | 25.00 | ||||
| 2025-07-08 | 13F | 合伙财富管理有限责任公司 | 28,748 | 1.85 | 1,331 | -22.72 | ||||
| 2025-08-13 | 13F | 泰德·布坎公司 | 27,225 | 16.66 | 1,260 | -11.45 | ||||
| 2025-07-29 | 13F | 联合银行 | 25,148 | 14.98 | 1,164 | -12.68 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 33,832 | 8.61 | 1,566 | -17.54 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 5,579 | 7.58 | 258 | -18.35 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 35,818 | 8.41 | 1,658 | -17.72 | ||||
| 2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 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 | 9,465 | 49.41 | 438 | 13.47 | ||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 29,735 | 5.94 | 1,436 | -14.23 | ||||
| 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 | 19,373 | 586.99 | 897 | 423.98 | ||||
| 2025-08-08 | 13F | 雪松财富管理有限责任公司 | 70 | 3 | ||||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 5,722 | 13.62 | 265 | -14.01 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend 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 | 16,000 | 11.76 | 741 | 24.58 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 8,541 | 28.82 | 395 | -2.23 | ||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 1,053 | 49.15 | 63 | 61.54 | ||||
| 2025-08-14 | 13F | 马斯特斯资本管理有限公司 | 250,000 | 11,572 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 38,195 | 211.92 | 1,768 | 137.00 | ||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 8,064 | 373 | ||||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 72,161 | 27.25 | 3,340 | -3.41 | ||||
| 2025-08-28 | NP | Northern Lights Variable Trust - Power Dividend Index VIT 基金 2 类股票 | 3,192 | 21.37 | 148 | -8.12 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 20,552 | 951 | ||||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 275,212 | 0.91 | 13 | -25.00 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 1,642,525 | 1.27 | 76,032 | -23.14 | ||||
| 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 | 275,834 | 17.05 | 13,317 | -5.22 | ||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 11,170,751 | 19.31 | 517,094 | -9.44 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 40,508 | 2.07 | 1,875 | -22.52 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 9,908 | 127.67 | 459 | 72.83 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 56,200 | 0.72 | 2,601 | -23.57 | ||||
| 2025-07-07 | 13F | 全球财富策略与合伙人 | 653 | 37.47 | 30 | 7.14 | ||||
| 2025-08-26 | NP | IGHSX - Voya 全球股票投资组合 S 级 | 82,137 | 16.94 | 3,802 | -11.23 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 24,828 | 13.73 | 1,149 | -13.67 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 13,012 | 3.52 | 602 | -1.15 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 374 | 10.65 | 17 | -15.00 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 99,576 | 5.49 | 4,609 | -19.94 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 1,042,096 | 1.08 | 63,557 | 9.00 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 71,001 | 2.75 | 3,287 | -22.02 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 47,473 | 1.16 | 2,198 | -23.24 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 3,073 | 5.13 | 142 | -20.22 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 118,955 | 7.53 | 5,506 | -18.39 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 22,277 | 9.52 | 1,031 | -16.85 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 1,132,369 | 14.89 | 52,417 | -12.80 | ||||
| 2025-05-27 | NP | 保诚系列基金 - I 类股票投资组合 | 1,887,747 | 581.13 | 115,134 | 709.66 | ||||
| 2025-08-21 | NP | MOTG - VanEck Vectors 晨星全球护城河 ETF | 3,435 | 14.46 | 159 | -14.97 | ||||
| 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 | 1,163,952 | 0.60 | 56,196 | -18.53 | ||||
| 2025-08-29 | NP | LSIOX - Loomis Sayles 高收入机会基金机构类别 | 3,497 | 57.45 | 162 | 19.26 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,121 | 9,282.08 | 1,672 | 7,169.57 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 65,454,219 | 2.11 | 3,029,876 | -22.50 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 37,951 | 1,757 | ||||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 7,082 | 6.24 | 356 | -9.44 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 130,306 | 6.60 | 6,032 | -19.10 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 113,763 | 21.57 | 5,266 | -7.73 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 25,598 | 10.28 | 1,185 | -16.33 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 45,103 | 25.56 | 2,088 | -4.70 | ||||
| 2025-07-11 | 13F | TrimTabs 资产管理有限责任公司 | 365,410 | 25.36 | 16,915 | -4.86 | ||||
| 2025-08-08 | 13F | 帕拉贡资本管理有限公司 | 18,497 | 2.80 | 856 | -21.97 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | Call | 900 | 42 | |||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 51,751 | 796.43 | 2,396 | 580.40 | ||||
| 2025-08-08 | 13F | 财富信托资产管理有限公司 | 15,176 | 3.60 | 702 | -21.39 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 38,954 | 0.42 | 1,803 | -23.76 | ||||
| 2025-08-13 | 13F | DL卡尔森投资集团公司 | 44,126 | 78.19 | 2,043 | 35.23 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 1,162,636 | 62.03 | 53,819 | 22.97 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 130,912 | 0.30 | 6,572 | -14.60 | ||||
| 2025-03-31 | NP | FDMLX - 富达系列内在机会基金 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 | 174,400 | 3.01 | 10,281 | 8.89 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 27,695 | 6.70 | 1,282 | -19.01 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 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 | 804,058 | 20.27 | 37,220 | -8.72 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 58,036 | 2,686 | ||||||
| 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 | 23,790 | 27.19 | 1,101 | -3.42 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 10,396 | 13.11 | 481 | -14.11 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 24,672 | 0.00 | 1,142 | -24.07 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 12,171 | 0.40 | 1 | |||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 5,879 | 3.03 | 0 | |||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 6,682 | 0.03 | 408 | 7.96 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 5,405 | 3.21 | 250 | -21.63 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 43,664 | 513.86 | 2,021 | 366.74 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 37,373 | 2.67 | 1,730 | -22.07 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65,133 | 2.96 | 3,270 | -12.34 | ||||
| 2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 31,200 | 2.40 | 1,444 | -22.28 | ||||
| 2025-07-24 | 13F | 阿盖尔资本管理公司 | 68,852 | 0.15 | 3,187 | -23.97 | ||||
| 2025-06-18 | NP | NWAPX - 全国梅隆纪律价值基金鹰级 | 199,426 | 1.99 | 10,011 | -13.14 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 45,806 | 54.24 | 2,120 | 38.02 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 25,142 | 2.95 | 1,164 | -21.89 | ||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 88 | 11.39 | 4 | 0.00 | ||||
| 2025-06-20 | NP | ABOT - TrimTabs Donoghue Forlines 风险管理创新 ETF | 3,176 | 36.66 | 159 | 16.91 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 45,232 | 551.19 | 2,094 | 394.80 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 536,443 | 1.78 | 24,832 | -22.75 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 8,742 | 405 | ||||||
| 2025-07-22 | 13F | 综合财务顾问机构有限公司 | 21,871 | 1.73 | 1,012 | -22.81 | ||||
| 2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 1,281,229 | 7.84 | 59,308 | -18.15 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 489,300 | 19.28 | 22,650 | -9.47 | |||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 472,326 | 15.37 | 21,864 | -12.44 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 536,588 | 115.16 | 24,839 | 63.30 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 2,118,317 | 27.29 | 98,057 | -0.14 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 1,349 | 0.30 | 62 | -24.39 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 1,801 | 17.02 | 83 | -10.75 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 73,839 | 2.17 | 3,418 | -22.44 | ||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 10,409 | 2.63 | 482 | -22.17 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 240,867 | 55.95 | 11,150 | 18.35 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 97,039 | 1.07 | 4,871 | -13.92 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 49,455 | 8.43 | 2,483 | -7.66 | ||||
| 2025-08-11 | 13F | 资本广场有限责任公司 | 5,944 | 0.85 | 279 | -22.56 | ||||
| 2025-08-13 | 13F | 挪威银行 | 33,574,290 | 1,554,154 | ||||||
| 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 | 46,975 | 612.82 | 2,358 | 507.73 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 155,216 | 0.58 | 7,185 | -23.66 | ||||
| 2025-05-23 | NP | PJIAX - PGIM JENNISON 股权机会基金 A 类 | 129,820 | 16.44 | 7,918 | 25.55 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 14,161 | 5.99 | 711 | -9.78 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 172,226,329 | 6.73 | 7,972,357 | -18.99 | ||||
| 2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 292,225 | 44.44 | 14,670 | 23.00 | ||||
| 2025-08-28 | NP | SEIV - SEI 增强型美国大盘价值因子 ETF | 1,931 | 13.79 | 89 | -13.59 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 10,395 | 0.11 | 481 | -24.01 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 1,211 | 34.86 | 58 | 9.43 | ||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 4,679 | 18.55 | 217 | -10.00 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 52,975 | 2.04 | 2,452 | -22.55 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林收入 VIP 基金 1 级 | 229,919 | 53.28 | 10,643 | 70.85 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 1,530 | 94.16 | 93 | 111.36 | ||||
| 2025-08-26 | NP | MDIV - 多资产多元化收益指数基金 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 | 35,337 | 18.31 | 1,636 | -3.20 | ||||
| 2025-08-11 | 13F | ICICI保诚资产管理有限公司 | 97,849 | 79.71 | 4,529 | 36.42 | ||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 35,614 | 30.10 | 2,099 | 48.87 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 535,683 | 8.15 | 26,891 | -7.90 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 81,941 | 1.42 | 4 | -25.00 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 1,689 | 33.73 | 67 | -7.04 | ||||
| 2025-08-13 | 13F | Wealthedge 投资顾问有限公司 | 96,686 | 4,476 | ||||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 56,512 | 21.52 | 2,728 | -1.59 | ||||
| 2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 1,746,344 | 33.78 | 87,666 | 13.92 | ||||
| 2025-06-24 | NP | JDIV-摩根大通股息领先ETF | 1,390 | 50.76 | 70 | 27.78 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 82 | 141.18 | 4 | 50.00 | ||||
| 2025-07-24 | 13F | 金融连接集团有限公司 | 139 | 0 | ||||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 81,051 | 3,752 | ||||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 62,786 | 10.10 | 2,906 | -16.45 | ||||
| 2025-07-25 | NP | NSGAX - 哥伦比亚精选大盘股票基金 A 类 | 268,147 | 12,946 | ||||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 1,126,370 | 25.07 | 52,140 | -5.07 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 65,711 | 3,042 | ||||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 5,343 | 319 | ||||||
| 2025-08-13 | 13F | 资本基金管理公司 | 304,174 | 14,080 | ||||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 纪律核心基金 3 级 | 1,336,790 | 13.98 | 61,880 | -13.49 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通创新者基金 Y 级 | 1,831 | 21.66 | 85 | -7.69 | ||||
| 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 | 2,040,749 | 3.23 | 98,527 | -16.40 | ||||
| 2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 106,539 | 62.42 | 5,144 | 56.99 | ||||
| 2025-08-13 | 13F | 美丽华资本有限责任公司 | 219,421 | 2.48 | 10,157 | -22.22 | ||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 5,198 | 0.44 | 241 | -23.81 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 21,461 | 340.77 | 993 | 235.47 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 17,030 | 788 | ||||||
| 2025-05-28 | NP | VSLU - 应用金融估值大盘 ETF | 31,523 | 4.91 | 1,923 | 13.13 | ||||
| 2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 1,740,851 | 14.70 | 80,584 | -12.94 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 398,845 | 10.23 | 18,463 | -16.34 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 976,025 | 4.27 | 45,180 | -20.86 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 67,815 | 14.91 | 3,139 | -12.78 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 24,204 | 64.12 | 1,120 | 24.58 | ||||
| 2025-07-10 | 13F | 天空投资集团有限责任公司 | 22,328 | 4.69 | 1,034 | -20.54 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 7,431 | 4.09 | 344 | -21.15 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 47,318 | 604.87 | 2 | |||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 963 | 1.16 | 45 | -24.14 | ||||
| 2025-08-07 | 13F | 雅绅特资本管理有限公司 | 670 | 23.84 | 31 | -3.12 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 13,422 | 61.46 | 621 | 22.49 | ||||
| 2025-08-26 | NP | IUAAX - VY(R) Invesco 股票和收益投资组合类别 ADV | 66,405 | 1.19 | 3,074 | -23.21 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 32,579,618 | 1.34 | 1,508,099 | -23.07 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 689,531 | 42.40 | 33,371 | 12.97 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 8,968 | 46.08 | 426 | 13.90 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 167,450 | 7,751 | ||||||
| 2025-08-22 | NP | 德国 DWS 变量系列 II - DWS CROCI US VIP A 级 | 85,780 | 54.62 | 3,971 | 17.35 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 508,086 | 19.65 | 24 | -8.00 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 48,828 | 5.24 | 2,260 | -20.11 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 17,112 | 2.18 | 792 | -22.43 | ||||
| 2025-07-21 | 13F | DHJJ财务顾问有限公司 | 781 | 51.95 | 36 | 16.13 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 506 | 24 | ||||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 5,533 | 256 | ||||||
| 2025-08-13 | 13F | 三井住友金融集团 | 43,454 | 9.85 | 2,011 | -16.63 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 1,318,759 | 7.34 | 66,202 | -8.60 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 92,231 | 11.45 | 4,269 | -15.42 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 52,492 | 13.90 | 2,635 | -2.98 | ||||
| 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 | 78,804 | 40.27 | 3,648 | 6.45 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 233,980 | 10,831 | ||||||
| 2025-07-31 | 13F | 联合社区银行 | 47,464 | 202.78 | 2,197 | 129.81 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 44,559 | 458.17 | 2,088 | 339.58 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 45,679 | 0.36 | 2,114 | -23.82 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 123,611 | 9.67 | 5,722 | -16.77 | ||||
| 2025-08-14 | 13F | 科布勒资本管理有限公司 | 34,880 | 10,449 | ||||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 47,935 | 1.69 | 2,219 | -22.85 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 642,853 | 7.99 | 29,758 | -18.04 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 25,818 | 1,195 | ||||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 19,000 | 13.51 | 880 | -13.82 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 44,917 | 104.26 | 2,079 | 55.03 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 13,407 | 1.51 | 621 | -22.98 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 18,315,473 | 4.88 | 847,823 | -20.40 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 12,598 | 2.09 | 583 | -22.47 | ||||
| 2025-08-28 | NP | INVN - 阿尔及尔罗素创新 ETF | 4,936 | 14.90 | 228 | -12.98 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 1,821,758 | 3.36 | 84 | -21.50 | ||||
| 2025-06-26 | NP | HGHAX - 哈特福德医疗保健基金 A 类 | 256,151 | 54.35 | 12,859 | 31.45 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 26,842 | 1.06 | 1,243 | -23.29 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 224,944 | 0.32 | 10,413 | -23.86 | ||||
| 2025-08-05 | 13F | 基准金融财富顾问有限责任公司 | 24,500 | 8.57 | 1,134 | -17.59 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 2,980,964 | 18.12 | 143,921 | -4.35 | ||||
| 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 | 3,762,632 | 0.67 | 181,660 | -18.48 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | 32,960 | 21.98 | 1,526 | -7.41 | ||||
| 2025-08-08 | 13F | OmniStar 金融集团公司 | 14,978 | 13.88 | 693 | -13.59 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 14,788 | 19.76 | 685 | -9.16 | ||||
| 2025-07-29 | 13F | 康芒斯资本有限公司 | 8,626 | 0.65 | 399 | -23.56 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 14,140,126 | 5.69 | 654,546 | -19.78 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 109,439 | 0.84 | 5,066 | -23.48 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 804,479 | 6.45 | 37,240 | -19.21 | ||||
| 2025-08-14 | 13F | EHP基金公司 | 6,500 | 301 | ||||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 11,038 | 15.45 | 511 | -12.52 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 145 | 119.70 | 7 | 50.00 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 197,617 | 8.60 | 9,920 | -7.52 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 71,900 | 192.28 | 3,328 | 121.87 | ||||
| 2025-08-12 | 13F | Accordant 咨询集团 | 2,312 | 298.62 | 107 | 205.71 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 6,354 | 6.97 | 0 | |||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 4,500 | 8.20 | 208 | -17.79 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 33 | 2 | ||||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 46,651 | 520.77 | 2,163 | 372.05 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 155,100 | 107.35 | 7,180 | 57.37 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 243,706 | 0.49 | 11,281 | -23.73 | ||||
| 2025-07-22 | 13F | 银湖咨询有限责任公司 | 31,249 | 3.39 | 1,447 | -21.54 | ||||
| 2025-07-08 | 13F | 博尔特伍德资本管理公司 | 5,640 | 7.53 | 261 | -18.18 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 30,826 | 2.13 | 1,427 | -22.50 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 6,588 | 1.73 | 305 | -22.84 | ||||
| 2025-08-11 | 13F | 克拉迪斯投资咨询有限责任公司 | 29,807 | 7.19 | 1,380 | -18.64 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 10,933 | 14.16 | 506 | -13.36 | ||||
| 2025-08-14 | 13F | 人类投资有限责任公司 | 32,606 | 25.53 | 1,509 | -4.73 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Put | 30,800 | 126.47 | 88 | 528.57 | |||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 275,092 | 78.24 | 12,734 | 35.30 | ||||
| 2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 2,970 | 137 | ||||||
| 2025-08-12 | 13F | 朗费罗投资管理有限公司 | 148,983 | 611.31 | 6,896 | 440.02 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 175,897 | 0.92 | 8,142 | -23.41 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 2,666,486 | 13.53 | 123,432 | -20.22 | ||||
| 2025-08-13 | 13F | 独立特许经营合伙人有限责任合伙 | 20,976,954 | 20.60 | 971,023 | -8.47 | ||||
| 2025-05-29 | NP | VFLO - VictoryShares 自由现金流 ETF | 2,195,407 | 2,606.97 | 133,898 | 3,117.90 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 6,401,401 | 45.91 | 296,321 | 10.74 | ||||
| 2025-08-27 | 13F | 赛普拉斯资本顾问有限责任公司 | 17,882 | 0.21 | 828 | -23.99 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 3,799 | 130.80 | 176 | 75.00 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 63,104 | 6.80 | 2,921 | -18.93 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 78,448 | 0.98 | 3,631 | -23.35 | ||||
| 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 | 2,917,811 | 8.75 | 140,872 | -11.94 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 25,744 | 4.00 | 1,192 | -21.07 | ||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 300 | 14 | ||||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 691,438 | 2.10 | 34,710 | -13.05 | ||||
| 2025-08-07 | 13F | 源源AM有限责任公司 | 15,778 | 1.03 | 730 | -23.32 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Rising Dividends Fund C 类 | 493,018 | 24,750 | ||||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 38,146 | 38.35 | 1,766 | 15.66 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 185,928 | 60.97 | 11,159 | 89.78 | ||||
| 2025-07-14 | 13F | 阿灵顿合作伙伴有限责任公司 | 95,329 | 17.99 | 4,413 | -10.45 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 328 | 8.25 | 15 | -16.67 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 4,776 | 0.84 | 221 | -23.26 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 13,291 | 615 | ||||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 777,654 | 206.60 | 35,998 | 132.70 | ||||
| 2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 9,364 | 433 | ||||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 17,573 | 0.42 | 1 | -100.00 | ||||
| 2025-07-25 | 13F | 倡导集团有限责任公司 | 154,239 | 4.82 | 7,140 | -20.45 | ||||
| 2025-07-17 | 13F | 圣约资产管理有限责任公司 | 4,985 | 0.67 | 231 | -23.84 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 12,314 | 0.42 | 570 | -23.69 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 78,895 | 109.36 | 3,652 | 58.92 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 410,100 | 8.75 | 18,984 | -17.46 | |||
| 2025-07-11 | 13F | 海岸资本集团有限责任公司 | 25,685 | 6.62 | 1,189 | -19.13 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 74,066 | 6.10 | 3,429 | -19.47 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 192,456 | 0.22 | 8,909 | -22.17 | ||||
| 2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 68,955 | 15.60 | 3,192 | -12.29 | ||||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 387,110 | 149.55 | 19,433 | 112.51 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 13,694,059 | 35.45 | 633,898 | 2.80 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 57,727 | 20.22 | 2,898 | 2.37 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 4,367 | 211 | ||||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 185,655 | 0.89 | 8,594 | -23.43 | ||||
| 2025-07-28 | 13F | 创新财富合作伙伴 | 4,794 | 222 | ||||||
| 2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 1,037 | 227 | ||||||
| 2025-07-25 | 13F | Ball & Co 财富管理公司 | 398 | 1.27 | 0 | |||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 1,775,057 | 958.51 | 82 | 720.00 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 核心股票基金 | 75,946 | 11.82 | 3,516 | -15.14 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 194,925,206 | 1.84 | 9,023,088 | -22.71 | ||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 24,842 | 1,150 | ||||||
| 2025-07-21 | 13F | 丰盛财富顾问 | 36,399 | 3.88 | 2 | -50.00 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 1,686 | 21.38 | 78 | -7.14 | ||||
| 2025-08-12 | 13F | NWF咨询服务公司 | 6,539 | 399 | ||||||
| 2025-08-13 | 13F | 财务自由有限责任公司 | 400 | 0.76 | 19 | -25.00 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 21,946 | 6.23 | 1,102 | -9.53 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 6,803 | 332 | ||||||
| 2025-08-13 | 13F | 金融复仇者公司 | 134 | 1.52 | 6 | -25.00 | ||||
| 2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 396 | 0.51 | 20 | -17.39 | ||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 49,072 | 9.62 | 2,272 | -16.81 | ||||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 4,768,811 | 230,238 | ||||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 133,233 | 6,167 | ||||||
| 2025-08-07 | 13F | 基调金融服务有限公司 | 32,119 | 0.92 | 1,487 | -23.44 | ||||
| 2025-08-14 | 13F | 嘉实投资顾问有限公司 | 29,605 | 1.13 | 1,370 | -23.25 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 1,929,400 | 6.11 | 89,275 | -19.44 | ||||
| 2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 8,031 | 8.75 | 372 | -17.56 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 6,306 | 2.19 | 317 | -12.95 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 22,495 | 18.17 | 1,041 | -10.26 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 269,510 | 1.62 | 12,476 | -22.87 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 719 | 93.01 | ||||||
| 2025-08-28 | NP | TWVLX - 价值基金投资者类别 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 | 340,889 | 11.71 | 15,780 | -15.22 | ||||
| 2025-08-08 | 13F | KBC 集团 | 4,019,569 | 4.42 | 186 | -20.51 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 253,305 | 271.09 | 11,725 | 181.65 | ||||
| 2025-07-23 | 13F | 基德·斯蒂芬·W | 4,750 | 3.26 | 220 | -21.79 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 5,800 | 1,050.79 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 53,355 | 6.88 | 2,678 | -8.97 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 256 | 21.33 | 12 | -8.33 | ||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 244 | 100.00 | 12 | 71.43 | ||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 19,251 | 3,484.92 | 891 | 2,684.38 | ||||
| 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 | 305,094 | 0.59 | 14,730 | -18.54 | ||||
| 2025-08-27 | NP | FGIPX - 特拉华增长和收入基金机构类别 | 920,855 | 3.48 | 42,626 | -21.46 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 243,260 | 131.40 | 11,275 | 78.71 | ||||
| 2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 23,987 | 1,204 | ||||||
| 2025-07-29 | 13F | 科豪合伙人有限公司 | 86,588 | 22.29 | 4,008 | -7.18 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 888,182 | 61.31 | 41,673 | 24.10 | ||||
| 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 | 1,034,121 | 1.34 | 47,869 | -23.09 | ||||
| 2025-06-18 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 51,486 | 2,585 | ||||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 11,694 | 60.26 | 541 | 21.57 | ||||
| 2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 1,684 | 81.47 | 81 | 47.27 | ||||
| 2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 29,326 | 21.16 | 1,358 | -8.06 | ||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 4,710 | 41.06 | 218 | 7.39 | ||||
| 2025-07-14 | 13F | 战略规划公司 | 75,458 | 4,602 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 1,783,415 | 3.68 | 89,527 | -11.71 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - BlackRock NVIT 股票股息基金 I 类 | 29,250 | 17.84 | 1,354 | 31.36 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 65,766 | 1.29 | 3,044 | -23.13 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 1,914 | 89 | ||||||
| 2025-08-27 | NP | RYHIX - 医疗保健基金投资者类别 | 6,030 | 8.32 | 279 | -17.70 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 208,287 | 9,642 | ||||||
| 2025-08-28 | NP | Horizon Funds - Centre American Select Equity Fund 投资者类别 | 142,078 | 6,577 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 589,181 | 913.84 | 27,273 | 669.55 | ||||
| 2025-06-24 | NP | SWHFX - 施瓦布医疗保健基金 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 | 150,750 | 281.96 | 7,568 | 225.32 | ||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 472,621 | 32.91 | 22 | 0.00 | ||||
| 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 | 148,543 | 649.01 | 6,876 | 468.73 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 221,910 | 13.49 | 10,285 | -12.42 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 923 | 25.92 | 43 | -4.55 | ||||
| 2025-08-21 | NP | MWMIX - VanEck Morningstar Wide Moat 基金 I 类 | 7,903 | 5.39 | 366 | -20.13 | ||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 6,200 | 0.21 | 287 | -24.14 | ||||
| 2025-08-08 | 13F | 华尔街访问资产管理有限责任公司 | 4,360 | 22.47 | 202 | -7.37 | ||||
| 2025-04-17 | 13F | 克鲁姆卢比公司 | 6,570 | 0.89 | 401 | 8.70 | ||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 7,716 | 91.32 | 387 | 63.29 | ||||
| 2025-07-09 | 13F | Krilogy金融有限责任公司 | 11,592 | 5.95 | 537 | -19.64 | ||||
| 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 | 198,384 | 2.23 | 9,183 | -22.41 | ||||
| 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 | 122 | 22.00 | 6 | 20.00 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 19,566 | 906 | ||||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 39,630 | 72.30 | 1,834 | 30.81 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 5,259 | 17.13 | 0 | |||||
| 2025-07-21 | 13F | 克利夫顿拉森纳伦财富顾问有限公司 | 12,274 | 568 | ||||||
| 2025-07-15 | 13F | RTD 财务顾问公司 | 24,848 | 16.89 | 1,150 | -11.27 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 172,158 | 1.21 | 7,969 | -23.18 | ||||
| 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 | 25,658 | 9,922.66 | 1,288 | 6,678.95 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 103,461 | 14.92 | 4,995 | -6.93 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 5,835 | 4.83 | 270 | -20.35 | ||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 1,926 | 0.52 | 0 | |||||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 1,458 | 67 | ||||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 5,300 | 245 | ||||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 11,769 | 11.67 | 545 | -15.26 | ||||
| 2025-03-28 | NP | USCGX - 资本增长基金 | 33,559 | 1,978 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4,474 | 18.74 | 207 | -9.61 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 135,717 | 1.01 | 6,282 | -23.33 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 1,157,465 | 24.40 | 53,579 | -5.59 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 7,554 | 350 | ||||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 18,933 | 24.68 | 876 | -5.40 | ||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 5,550 | 0.14 | 257 | -24.26 | ||||
| 2025-07-17 | 13F | 翡翠顾问有限责任公司 | 19,293 | 18.38 | 893 | -10.16 | ||||
| 2025-07-17 | 13F | 莱克伍德资产管理有限公司 | 37,194 | 0.44 | 1,722 | -23.78 | ||||
| 2025-07-18 | 13F | 奥洛克公司 | 8,821 | 0.88 | 408 | -23.45 | ||||
| 2025-08-11 | 13F | 添马证券有限责任公司 | 342,482 | 5.23 | 15,853 | -20.13 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 5,761 | 5.01 | 267 | -20.36 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 92 | 4,500.00 | 4 | -20.00 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 2,523 | 124.87 | 117 | 70.59 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 954 | 0.21 | 44 | -24.14 | ||||
| 2025-08-08 | 13F | 综合财务规划有限公司/PA | 620 | 1.14 | 29 | -24.32 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 609 | 4.82 | 28 | -20.00 | ||||
| 2025-04-21 | NP | EAFVX - 伊顿万斯重点价值机会基金 A 类 | 137,173 | 6.46 | 8,178 | 7.18 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 52,415 | 12.85 | 2,531 | -8.63 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 44,871 | 2.33 | 2,077 | -22.33 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 11,311,281 | 428.52 | 523,599 | 301.14 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 638,095 | 2.51 | 29,540 | -22.21 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 29,271 | 99.67 | 1,506 | 68.34 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 20,086 | 89.15 | 1,136 | 75.58 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 16,638 | 6.96 | 770 | -18.78 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 3,298,880 | 4.99 | 153 | -20.83 | ||||
| 2025-05-27 | 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 | 97,943 | 8.91 | 5,974 | 17.44 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 55,781 | 81.05 | 2,582 | 61.98 | ||||
| 2025-08-04 | 13F | WNY资产管理有限责任公司 | 6,395 | 4.44 | 296 | -20.64 | ||||
| 2025-08-05 | 13F | Palogic 价值管理有限合伙人 | 33,415 | 0.38 | 1,547 | -23.84 | ||||
| 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 | 108 | 5 | ||||||
| 2025-03-31 | NP | FFLC - 富达新千年 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 | 103,328 | 12.58 | 6,091 | 19.01 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 669,451 | 0.29 | 30,989 | -23.88 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 21,088 | 0.73 | 976 | -23.51 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 176,535 | 4.44 | 8,862 | -11.06 | ||||
| 2025-07-24 | NP | KDHAX - DWS CROCI 股票股息基金 A 类 | 429,134 | 7.35 | 20,719 | -13.07 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 62,974 | 48.44 | 3,161 | 26.44 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 1,474,071 | 0.99 | 68,235 | -23.35 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 8,026 | 372 | ||||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 432,647 | 1.19 | 21,719 | -13.83 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 13,493 | 17.90 | 625 | -10.47 | ||||
| 2025-04-24 | NP | BRWAX - MFS 混合研究增长股票基金 A | 12,650 | 754 | ||||||
| 2025-08-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 72,646 | 57.46 | 3,363 | 19.52 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 186,359 | 7.73 | 9 | -20.00 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 35 | 2 | ||||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 375,137 | 29.07 | 17 | 0.00 | ||||
| 2025-06-26 | NP | CVAR - 品种 ETF | 3,541 | 0.85 | 178 | -14.08 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | Call | 2,800 | 2 | |||||
| 2025-08-25 | NP | 美国互助投资公司 - 综合基金类别 | 18,166 | 64.06 | 841 | 24.44 | ||||
| 2025-06-30 | NP | IAUTX - 景顺股息收益基金 A 类 | 744,115 | 20.60 | 37,355 | 2.70 | ||||
| 2025-07-25 | 13F | 北美社区银行 | 222,883 | 2.28 | 10,317 | -22.37 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 85,389 | 0.64 | 4,287 | -14.30 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 204,028 | 3.62 | 9,444 | -21.35 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 31,960 | 17.67 | 1,543 | -4.69 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 542,850 | 46.81 | 27,251 | 25.02 | ||||
| 2025-08-14 | 13F | 平戈拉合作伙伴有限责任公司 | 25,080 | 9.95 | 1,161 | -16.61 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 21,594 | 28.28 | 1,317 | 38.34 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 247,287 | 14.14 | 11,447 | -13.28 | ||||
| 2025-07-29 | NP | BPGSX - 波士顿合作伙伴全球可持续发展基金机构级 | 1,270 | 61 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC。 | 5,106 | 0.12 | 236 | -24.12 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 239,963 | 62.37 | 11,108 | 23.23 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 18,025,220 | 1.30 | 834,387 | -23.11 | ||||
| 2025-08-08 | 13F | 比昂多投资顾问有限责任公司 | 155,152 | 4.20 | 7,182 | -20.92 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 99,054 | 4.43 | 4,585 | -20.74 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 2,456 | 240.17 | 150 | 413.79 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 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 | 952,454 | 44.96 | 47,813 | 23.44 | ||||
| 2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 35,530 | 4.36 | 2,118 | 5.06 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 278,625 | 190.32 | 13 | 140.00 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 14,340 | 3.94 | 664 | -21.17 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 153,451 | 5.01 | 7,103 | -20.30 | ||||
| 2025-07-21 | 13F | Hgk资产管理公司 | 131,574 | 15.03 | 6,091 | -12.70 | ||||
| 2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 16,026,598 | 51.58 | 804,535 | 29.08 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 102,801 | 0.10 | 5,161 | -14.77 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | Call | 9 | ||||||
| 2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 33,163 | 8.03 | 1,535 | -18.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 547,100 | 64.24 | 25,325 | 24.66 | |||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 9,348 | 53.72 | 433 | 16.76 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 6,853 | 31.71 | 317 | 0.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 12,385,689 | 28.58 | 573,334 | -2.41 | ||||
| 2025-08-07 | 13F | 蒂尔森金融集团公司 | 6,186 | 1.01 | 0 | |||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 79,064 | 0.02 | 3,660 | -24.10 | ||||
| 2025-08-22 | NP | DCUAX - DWS CROCI 美国基金 A 类 | 424,674 | 54.88 | 19,658 | 17.55 | ||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 30,454 | 6.34 | 1,410 | -19.30 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 15,086 | 1.15 | 698 | -23.21 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 23 | 1 | ||||||
| 2025-08-06 | 13F | 金塞尔资本集团公司 | 149,777 | 13.39 | 6,933 | -13.94 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 30,378 | 17.36 | 1,406 | -10.90 |
