机构和基金投资人持股 - 买家
在德州仪器公司中开设新头寸的主要持有者包括 HACAX - 港湾资本增值基金机构级, Junto资本管理有限责任公司, INYDX - 胜利先锋纪律增长基金Y类, Glenmede投资管理有限公司, 乐天投资管理公司, 瑞穗证券美国有限公司, Rokos 资本管理有限公司, Rokos 资本管理有限公司, Westerkirk资本公司, 哈伯资产管理公司, TGDIX - TCW 相对价值大盘基金 I 类, 伍德布里奇有限公司, PCEQX - 胜利先锋股票收益基金C类, 间隔合伙人有限合伙人, 绿地资本管理有限公司, TLVAX - Timothy 大/中型价值基金 A 类, BGATX - Baillie Gifford 全球阿尔法股票基金 2 类, SVYAX - SIIT 美国管理波动性基金 - A 类, WWLAX - Westwood 质量价值基金 A 类股票, 和 阿恩霍德有限责任公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 1,230 | 6.96 | 0 | |||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 170,150 | 1.03 | 35,312 | 16.62 | ||||
| 2025-08-26 | NP | SOPAX - ClearBridge 股息策略基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 552,918 | 32.30 | 114,797 | 52.85 | ||||
| 2025-06-25 | NP | LRND - IQ 美国大盘研发领导者 ETF | 151 | 0.67 | 24 | -11.11 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 17,783 | 72.28 | 3,692 | 99.14 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大盘价值基金 | 19,561 | 2.14 | 4,061 | 18.02 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 24 | 118.18 | 5 | 300.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 46,523 | 0.88 | 9,659 | 16.57 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 364,122 | 3.02 | 75,599 | 19.03 | ||||
| 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 | 2,016,933 | 0.49 | 322,810 | -12.88 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 3,974 | 3.87 | 825 | 20.09 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 27,420 | 2.28 | 5,693 | 18.16 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 32 | 10.34 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Bontempo Ohly 资本管理有限公司 | 23,359 | 2.56 | 4,850 | 18.50 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 2,475 | 4.61 | 514 | 20.71 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 4,342 | 141.22 | 901 | 178.95 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 43,341 | 66.53 | 8,998 | 92.43 | ||||
| 2025-08-08 | 13F | 财富联盟 | 7,301 | 2.14 | 1,516 | 17.99 | ||||
| 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 | 2,129 | 10.71 | 341 | -4.23 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 262,500 | 50.95 | 54,500 | 74.41 | |||
| 2025-08-12 | 13F | 博克夫，那 | 37,394 | 4.41 | 7,764 | 20.64 | ||||
| 2025-07-25 | NP | MFSV-MFS主动价值ETF | 2,804 | 16.78 | 513 | 8.94 | ||||
| 2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 1,288 | 0.62 | 267 | 16.09 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 6,584 | 25.53 | 1,367 | 45.01 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 3 | 1 | ||||||
| 2025-08-20 | 13F | 君主资本管理公司/ | 1,007 | 209 | ||||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 5,829,845 | 2.32 | 1,065,987 | -4.54 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 3,210,631 | 1.66 | 513,861 | -11.86 | ||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 8,648 | 1,795 | ||||||
| 2025-07-29 | NP | TORYX - 托丽基金 | 104,500 | 63.33 | 19,108 | 52.38 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 29,519 | 0.11 | 6,129 | 15.67 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Put | 400 | 83 | |||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 116,774 | 1.13 | 18,690 | -12.33 | ||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 2,508 | 4.54 | 485 | 16.35 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 22,632 | 119.90 | 4,699 | 154.08 | ||||
| 2025-07-15 | 13F | 松港投资顾问公司 | 1,246 | 1.14 | 259 | 16.74 | ||||
| 2025-06-26 | NP | DUSA - 戴维斯精选美国股票 ETF | 29,123 | 7.22 | 4,661 | -7.04 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 14,535 | 16.47 | 2,326 | 1.00 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 6,820 | 0.12 | 1,416 | 15.60 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 13,403 | 6.57 | 2,783 | 23.10 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 24,707 | 4.02 | 5,130 | 20.17 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Call | 300 | 62 | |||||
| 2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 8,887 | 10.73 | 1,625 | 3.24 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 458 | 7.76 | 95 | 25.00 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 130,771 | 8.32 | 20,930 | -6.09 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 165,095 | 13.17 | 34 | 30.77 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 20,488 | 12.97 | 4,254 | 30.17 | ||||
| 2025-06-25 | NP | PRGSX - T. Rowe Price 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 96,800 | 15,493 | ||||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 7,091 | 0.01 | 1,472 | 15.54 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 2,238 | 4.48 | 465 | 20.83 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 1,155 | 37.66 | 0 | |||||
| 2025-08-14 | 13F | 维斯塔投资管理公司 | 4,225 | 0.45 | 877 | 16.16 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 55,220 | 3.11 | 11,465 | 19.13 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Put | 1,038 | 15.59 | |||||
| 2025-08-14 | 13F | 加州教师退休制度 | 1,417,805 | 0.47 | 294,365 | 16.08 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 3,784,102 | 445.12 | 785,655 | 529.81 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 1,452,200 | 40.66 | 301,506 | 62.52 | |||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 336,997 | 3.19 | 69,941 | 19.50 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 2,484 | 16.73 | 516 | 34.82 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 2,301,000 | 9.62 | 477,734 | 26.66 | |||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 22,500 | 281.36 | 4,671 | 340.66 | |||
| 2025-07-16 | 13F | 十二点财富管理有限责任公司 | 17,411 | 6.52 | 3,615 | 23.05 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 252,813 | 10.16 | 46,227 | 2.77 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 4,021 | 3.29 | 835 | 19.31 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 2,135 | 443 | ||||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 7,380 | 2.34 | 1,532 | 28.63 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 22,500 | 281.36 | 4,671 | 340.66 | |||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 20,105 | 104.49 | 4,174 | 136.35 | ||||
| 2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 31,800 | 0.23 | 5,090 | -13.11 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 153,523 | 47.24 | 30,896 | 64.69 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 695,131 | 29.37 | 144 | 50.00 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 2,352 | 0.04 | 489 | 15.64 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 22,274 | 106.76 | 4,625 | 138.97 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 293,818 | 0.03 | 61,002 | 15.58 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 8,440 | 1,752 | ||||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -124,510 | 4,268.77 | -25,851 | 4,948.83 | |||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 15,763 | 1.53 | 3,273 | 17.32 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 4,228 | 2.42 | 878 | 18.35 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 98,670 | 9,659.64 | 20,486 | 11,217.68 | ||||
| 2025-04-16 | NP | CLSE - 融合多/空股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 11,485,085 | 0.53 | 2,100,048 | -6.21 | ||||
| 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 | 1,307,181 | 8.39 | 239,018 | 1.13 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 3,269 | 13.94 | 679 | 31.65 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 4,615,305 | 1.43 | 958,230 | 17.19 | ||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 2,458 | 0.70 | 510 | 16.44 | ||||
| 2025-08-29 | NP | WEQCX - Teton Westwood C 类股票基金 | 4,168 | 865 | ||||||
| 2025-08-14 | 13F | 埃勒维图斯财富管理 | 1,155 | 240 | ||||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,352 | 281 | ||||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 980 | 203 | ||||||
| 2025-07-21 | 13F | 山顶国家银行 | 7,746 | 450.53 | 1,608 | 511.41 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 30,797 | 11.88 | 6,394 | 29.28 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 1,378 | 20.56 | 286 | 39.51 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 2,910 | 19.26 | 604 | 37.90 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 267 | 0.38 | 55 | 17.02 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 5,754 | 7.17 | 1,195 | 23.86 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 1,155 | 13.35 | 240 | 30.60 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | Short | -2,011 | 28.91 | -368 | 20.33 | |||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 3,788 | 786 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 13,263 | 2,754 | ||||||
| 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 | 25,692 | 2.96 | 4,112 | -10.73 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 539,200 | 58.12 | 111,949 | 82.69 | |||
| 2025-08-14 | 13F | 德肖公司 | 2,072,269 | 17.48 | 430,244 | 35.74 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 74 | 311.11 | 15 | 400.00 | ||||
| 2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 1,405,690 | 3.94 | 291,849 | 20.09 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 73 | 15 | ||||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 9,093 | 1.37 | 2 | 0.00 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 256 | 76.55 | 53 | 103.85 | ||||
| 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 | 16,627 | 11.55 | 3,452 | 28.90 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 1,367 | 280 | ||||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 1,100 | 228 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 40 | 7 | ||||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 296 | 61 | ||||||
| 2025-07-25 | NP | USAWX - 世界增长基金股票 | 48,077 | 0.67 | 8,791 | -6.09 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 286,345 | 0.17 | 59,451 | 15.73 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 13,690 | 7.67 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Certior 金融集团有限公司 | 2,086 | 37.15 | 433 | 58.61 | ||||
| 2025-08-25 | NP | GRID - First Trust 纳斯达克 Clean Edge 智能电网基础设施指数基金 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 | 131,763 | 10.01 | 27,357 | 27.10 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 19,374 | 5.04 | 4,023 | 21.36 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 16,166 | 0.08 | 2,954 | 12.58 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 1,042 | 216 | ||||||
| 2025-08-14 | 13F | 富国银行/百万 | 4,049,000 | 1.41 | 840,653 | 17.16 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 21,554 | 3.60 | 4,475 | 19.72 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 28,980 | 0.09 | 6,017 | 15.63 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 1,741 | 20.65 | 361 | 39.38 | ||||
| 2025-08-20 | NP | LEQAX - LoCorr 动态股票基金 A 类 | Short | -5,046 | -1,048 | |||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 51,558 | 1.35 | 10,704 | 17.10 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 9,901 | 0.88 | 2,056 | 16.56 | ||||
| 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 | 57,183 | 207.80 | 10,456 | 218.46 | ||||
| 2025-06-24 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 23,577 | 28.85 | 3,773 | 11.73 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 196,089 | 0.03 | 35,237 | -4.13 | ||||
| 2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 2,366 | 38.28 | 464 | 34.99 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 1,105 | 229 | ||||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 981 | 204 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 23,122 | 4.57 | 3,701 | -9.34 | ||||
| 2025-07-29 | 13F | 舒伯特公司 | 1,117 | 232 | ||||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 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 | 21,243 | 6.39 | 3,884 | -0.74 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 76,157 | 7.43 | 15,812 | 24.11 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 864,136 | 1.63 | 179,412 | 17.42 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 47,506 | 2.45 | 9,863 | 18.36 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 13,224 | 4.45 | 2,746 | 23.65 | ||||
| 2025-07-25 | NP | IWTR - iShares MSCI 水资源管理多部门 ETF | 1,502 | 5.55 | 275 | -1.44 | ||||
| 2025-06-17 | NP | MINVX - 麦迪逊投资者基金 Y 类投资者基金 | 79,359 | 19.60 | 12,701 | 3.69 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 250,600 | 9.12 | 52,030 | 26.07 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 13,908 | 2.13 | 2,518 | 15.56 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 222,808 | 7.03 | 46,259 | 23.65 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 2,739 | 0.33 | 569 | 15.92 | ||||
| 2025-08-13 | 13F | 河路资产管理有限责任公司 | 30,537 | 2.65 | 5,529 | 3.42 | ||||
| 2025-08-14 | 13F | 索科罗资产管理有限公司 | 66,750 | 3.26 | 13,859 | 19.30 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 20,749 | 0.77 | 4,308 | 40.94 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 6,810 | 8.44 | 1,414 | 25.27 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 255 | 381.13 | 41 | 300.00 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 18,937 | 2.37 | 3,932 | 18.26 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 4,839 | 5.42 | 1,005 | 21.84 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 价值股票 ETF | 16,506 | 11.29 | 3,018 | 3.85 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 24,185 | 8.25 | 5,021 | 25.09 | ||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋股票收益 VCT 投资组合 I 类 | 4,345 | 902 | ||||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 7,734 | 20.79 | 1,606 | 39.57 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 125,300 | 28.25 | 26,015 | 48.18 | |||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 537,013 | 5.02 | 111 | 21.98 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 39,171 | 9.09 | 8,133 | 26.04 | ||||
| 2025-08-22 | NP | MSBWX - 美国弹性投资组合 C 级 | 297 | 8.79 | 62 | 24.49 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 19,066,671 | 11.24 | 3,958,622 | 28.52 | ||||
| 2025-07-23 | 13F | 资产管理中心有限责任公司 | 1,242 | 233 | ||||||
| 2025-08-14 | NP | FLDOX - 适度配置基金零售类 | 3,576 | 14.62 | 742 | 32.50 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 6,680 | 675.84 | 1,387 | 777.22 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 1,229 | 1.65 | 255 | 17.51 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 38,274 | 7,946 | ||||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 134,371 | 5.06 | 27,898 | 21.39 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 3,300 | 685 | |||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 2,559 | 1.59 | 531 | 17.48 | ||||
| 2025-07-14 | 13F | 恩子财富 | 1,096 | 242 | ||||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 6,397 | 1,596.82 | 1 | 0.00 | ||||
| 2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 3,305,487 | 3.94 | 686,285 | 20.09 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 2,974,196 | 174,339.65 | 4,213 | 1,276.80 | ||||
| 2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 3,768 | 11.91 | 782 | 29.26 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 19 | 3 | ||||||
| 2025-08-19 | 13F | 财富集团有限公司 | 1,187 | 0 | ||||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 1,218 | 2.44 | 253 | 18.31 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 2,941 | 1.24 | 611 | 16.86 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 114,356 | 7.04 | 18,303 | -7.20 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 627 | 0.32 | 130 | 16.07 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 17 | 4 | ||||||
| 2025-08-14 | 13F | 格鲁斯金谢夫联合公司 | 25,498 | 6.14 | 5,294 | 22.64 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 7,882 | 502.14 | 1,636 | 596.17 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 3,130 | 4.13 | 650 | 20.19 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 1,168 | 242 | ||||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 2,375 | 2.37 | 493 | 32.17 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 23,600 | 27.57 | 4,900 | 47.38 | |||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -562 | 48.68 | -117 | 73.13 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 53,700 | 196.69 | 11,149 | 242.84 | |||
| 2025-08-11 | 13F | Semanteon 资本管理公司 | 1,894 | 393 | ||||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION 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 | 59,142 | 1,972.98 | 9,466 | 2,237.04 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 33,131 | 241.73 | 6,879 | 294.83 | ||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 1,994 | 0 | ||||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 375,282 | 14.55 | 77,916 | 32.35 | ||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 360,022 | 74,748 | ||||||
| 2025-08-27 | NP | USRD - 主题美国研发冠军 ETF | 105 | 2.94 | 22 | 16.67 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 370,186 | 17.64 | 76,858 | 35.92 | ||||
| 2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 9,777 | 14.04 | 2,030 | 31.75 | ||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 27,585 | 207.53 | 5,092 | 239.69 | ||||
| 2025-08-21 | NP | IBOT - VanEck 机器人 ETF | 1,443 | 0.14 | 300 | 15.89 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 3,199 | 2.07 | 664 | 17.94 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 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 | 241 | 29.57 | 50 | 51.52 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 38,253 | 0.62 | 6,122 | -12.77 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 7,567 | 0.11 | 1,571 | 15.68 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 5,816 | 18.31 | 1,208 | 36.69 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 1,570 | 326 | ||||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Call | 62,600 | 12,993 | |||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 62,600 | 12,993 | |||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | 16,717 | 3,470 | ||||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 207,834 | 2.28 | 43,150 | 18.17 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 1,223 | 3.73 | 254 | 19.91 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 183,564 | 3.07 | 38,112 | 19.08 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 38,424 | 29.98 | 7,026 | 21.27 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 32,789 | 358.78 | 6,808 | 430.14 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 14,125 | 13.90 | 2,933 | 31.60 | ||||
| 2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 23,720 | 1.29 | 5,139 | 16.59 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 187,914 | 5.99 | 39,015 | 22.45 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 92,400 | 2.67 | 19,184 | 18.62 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 526 | 0.57 | 0 | |||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 68,802 | 10.78 | 12,580 | 3.35 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 996 | 207 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 46,459 | 14.78 | 8,495 | 7.10 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 228,392 | 45.17 | 47,419 | 67.73 | ||||
| 2025-07-23 | 13F | 哈维投资有限公司 | 1,016 | 0 | ||||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 8,467 | 0.52 | 1,807 | 26.63 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 9,597 | 5.15 | 1,994 | 21.52 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 5,030 | 1 | ||||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 40,324 | 219.12 | 8,372 | 268.81 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 4,577,303 | 21.52 | 950,340 | 40.40 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 74,115 | 18.15 | 15,388 | 36.51 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 8,065 | 5.52 | 1,675 | 21.92 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 297,223 | 9.18 | 61,709 | 26.14 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 1,727 | 113.21 | 319 | 93.90 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -114 | -40.31 | -24 | -32.35 | |||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 274 | 996.00 | 44 | 760.00 | ||||
| 2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 3,643 | 26.36 | 756 | 45.95 | ||||
| 2025-08-14 | NP | FLDFX - 平衡基金零售类 | 12,633 | 9.84 | 2,623 | 26.91 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 24,428 | 2.82 | 4,467 | -4.08 | ||||
| 2025-07-25 | NP | SCHD - 嘉信美国股息股票 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 | 14,760,803 | 2.22 | 2,699,013 | -4.63 | ||||
| 2025-08-21 | NP | SMH - VanEck Vectors 半导体 ETF | 5,573,301 | 9.22 | 1,157,129 | 26.18 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 2,118 | 69.58 | 440 | 95.98 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,234 | 25.51 | 494 | 73.94 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 6,926 | 101.40 | 1,336 | 142.03 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 5,385 | 3.50 | 1,118 | 19.70 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 1,036,715 | 71.27 | 215,243 | 97.88 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 270 | 32.35 | 56 | 55.56 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 4,285 | 4.31 | 890 | 20.46 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 6,202 | 7.52 | 1,288 | 24.23 | ||||
| 2025-08-14 | NP | FLFGX - 全球配置基金零售类 | 565 | 18.20 | 117 | 37.65 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 54,929 | 14.25 | 11,404 | 32.01 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 7,056 | 238.09 | 1,093 | 19.72 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil 财富顾问有限责任公司 | 1,078 | 224 | ||||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 2,120 | 11.05 | 339 | -3.69 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 1,931 | 37.73 | 401 | 59.76 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 30,107,412 | 10.04 | 6,250,909 | 27.14 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 1,738 | 0.06 | 375 | 20.19 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 71,000 | 1,103.39 | 14,741 | 1,290.66 | |||
| 2025-08-15 | 13F | 公平控股公司 | 26,004 | 3.09 | 5,399 | 19.11 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 24,144 | 1.42 | 5,013 | 17.18 | ||||
| 2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 3,871,517 | 6.64 | 803,804 | 23.21 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 9,567 | 5.78 | 1,719 | 1.42 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 8,770 | 2.98 | 1,821 | 18.95 | ||||
| 2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 1,389 | 10.94 | 288 | 28.57 | ||||
| 2025-08-04 | 13F | 4J 财富管理有限责任公司 | 1,095 | 227 | ||||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 4,478 | 42.48 | 930 | 57.72 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 8,948 | 0.85 | 1,858 | 16.50 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 4,795 | 0.17 | 996 | 15.70 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 6,642 | 119.57 | 1 | |||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 189 | 6.78 | 39 | 25.81 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 50 | 9 | ||||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 838,228 | 12.73 | 174,033 | 30.25 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 17,785 | 0.49 | 3,693 | 16.10 | ||||
| 2025-06-27 | NP | HACAX - 港湾资本增值基金机构级 | 711,242 | 113,834 | ||||||
| 2025-07-11 | 13F | 贝尔银行 | 2,603 | 61.88 | 540 | 87.50 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 52,146 | 1,064.75 | 10,827 | 1,246.52 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 122,557 | 9.39 | 25,448 | 26.40 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 联合银行 | 33,511 | 1.40 | 6,958 | 17.16 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 136,213 | 0.43 | 28,281 | 16.03 | ||||
| 2025-08-29 | NP | VELA 基金 - VELA 收入机会基金 A 类 | 1,544 | 23.82 | 321 | 42.86 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 12,954 | 16.76 | 2,690 | 34.92 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 5,290 | 17.01 | 1,098 | 35.22 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 23,769 | 13.52 | 4,346 | 5.92 | ||||
| 2025-08-14 | 13F | 勇敢的战士顾问有限责任公司 | 1,010 | 210 | ||||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 19,971 | 43.72 | 4,146 | 66.04 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 13,461 | 0.54 | 2,795 | 16.17 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,300 | 4.59 | 421 | -2.33 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 79,984 | 0.31 | 16,606 | 15.90 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 89,164 | 1.17 | 18,512 | 123,313.33 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 27,841 | 0.98 | 5,780 | 16.67 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 1,506 | 0.20 | 313 | 15.56 | ||||
| 2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 21,781 | 49.13 | 3,983 | 39.13 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 39,671 | 2.53 | 8,237 | 18.45 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 1,824 | 9.62 | 379 | 19.62 | ||||
| 2025-08-13 | 13F | 维加投资解决方案 | 166,600 | 1.59 | 34,589 | 17.37 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 56,426 | 1.81 | 9,031 | -11.75 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 1,977 | 3.94 | 410 | 20.23 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 20,517 | 107.33 | 4,260 | 129.60 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 327 | 0.31 | 68 | 15.52 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 196 | 41 | ||||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 1,559 | 324 | ||||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 191 | 1,810.00 | 40 | 3,800.00 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 2,133 | 2.35 | 396 | 24.92 | ||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 3,769 | 783 | ||||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 192 | 69.91 | 0 | |||||
| 2025-05-29 | NP | GLBIX - Leuthold 全球基金机构类 | Short | -54 | -10 | |||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 3,992 | 6.28 | 829 | 22.67 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 31 | 6 | ||||||
| 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 | 111,436 | 7.22 | 20,376 | 0.03 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | Short | -1,273 | -9.40 | -264 | 4.76 | |||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 1,716,980 | 7.75 | 356,479 | 24.49 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 787 | 124.86 | 163 | 162.90 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 38,600 | 33.56 | 8,014 | 54.32 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 752 | 2.04 | 156 | 18.18 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 1,286 | 11.34 | 267 | 29.76 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 9,867 | 1,579 | ||||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 4,469 | 21.47 | 928 | 40.24 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 91 | 2.25 | 17 | -5.88 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 109,980 | 1.16 | 22,756 | 18.68 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 201,024 | 0.05 | 41,737 | 15.59 | ||||
| 2025-08-26 | NP | QLMAOX - ClearBridge 可变增值投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,191 | 229.47 | 9,590 | 272.86 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 13,781 | 5.91 | 2,861 | 22.37 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 4,064 | 27.64 | 844 | 47.38 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 2,702 | 0.04 | 561 | 15.67 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 137,571 | 10.52 | 28,562 | 27.69 | ||||
| 2025-08-14 | 13F | 联信银行 | 262,208 | 0.40 | 54,439 | 16.00 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 99,161 | 15,871 | ||||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -27,196 | 239.87 | -5,646 | 292.90 | |||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 375 | 1.35 | 78 | 16.67 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 10,996 | 0.44 | 2,283 | 37.06 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 75,505 | 21.37 | 13,806 | 13.24 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 1,406,301 | 242.71 | 291,976 | 295.96 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 2,269 | 471 | ||||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 483,838 | 0.50 | 100,454 | 16.12 | ||||
| 2025-07-29 | NP | JHCPX - 资本增值基金类资产净值 | 48,780 | 16.54 | 8,919 | 8.73 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,408 | 25.71 | 292 | 45.27 | ||||
| 2025-06-27 | NP | UPGD - Invesco Raymond James SB-1 股票 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 | 11,218 | 1,795 | ||||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 77,300 | 11.54 | 16,049 | 28.92 | |||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 2,600 | 420.00 | 540 | 505.62 | ||||
| 2025-08-07 | 13F | 第1620章 | 1,966 | 10.76 | 408 | 28.30 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,823 | 120.79 | 10,390 | 106.03 | ||||
| 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 | 20,469 | 5,055.92 | 3,276 | 3,995.00 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 4,863 | 3.60 | 1,010 | 19.69 | ||||
| 2025-03-28 | NP | CLNR - IQ 清洁运输 ETF | 780 | 4.28 | 144 | -5.30 | ||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 693 | 144 | ||||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 3,832 | 19.04 | 796 | 37.54 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 95,799 | 4.73 | 19,907 | 21.05 | ||||
| 2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 206,862 | 2.25 | 42,949 | 18.14 | ||||
| 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 | 349,781 | 8.34 | 55,982 | -6.07 | ||||
| 2025-06-26 | 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 | 269,949 | 5.23 | 43,205 | -8.77 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 248 | 6.44 | 52 | 24.39 | ||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 2,392 | 0.08 | 497 | 15.62 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -11,768 | 246.12 | -2,443 | 300.49 | |||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 3,525 | 564 | ||||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 2,000 | 9.89 | 415 | 26.91 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 10,256 | 4.60 | 2 | 100.00 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 13,769 | 70.07 | 2,859 | 88.27 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 4,022 | 1.18 | 835 | 16.95 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 3,475 | 12.68 | 721 | 30.14 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 5,025 | 1,201.81 | 804 | 1,032.39 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 53,412 | 2.41 | 11,089 | 18.32 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 776,800 | 11.24 | 161,278 | 28.53 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 5,690 | 3.59 | 1,181 | 19.66 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 18,651 | 3.70 | 3,872 | 19.84 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 6,907 | 3.55 | 1,434 | 40.04 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 2,929 | 1.88 | 608 | 17.83 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 7,059 | 20.63 | 1,466 | 39.39 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 1,881 | 11.57 | 390 | 28.71 | ||||
| 2025-08-28 | NP | SDY - SPDR(R) S&P(R) 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 | 1,570,652 | 23.54 | 326,099 | 42.74 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 25,872 | 6.12 | 5,372 | 22.63 | ||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 613 | 0.49 | 133 | 33.33 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 868,376 | 180,292 | ||||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 5,117 | 35.12 | 1,062 | 56.18 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 24,859 | 4.01 | 5,161 | 20.19 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 252,853 | 2.84 | 52,497 | 21.09 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 4,741 | 2.07 | 984 | 17.99 | ||||
| 2025-07-17 | 13F | 宝盛财富管理 | 1,560 | 24.11 | 324 | 43.56 | ||||
| 2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 629 | 60.87 | 131 | 85.71 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 38,814 | 8,059 | ||||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,166 | 5.96 | 2,107 | -8.11 | ||||
| 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 | 430 | 14.97 | 69 | -1.45 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 14,808 | 10.68 | 3,074 | 27.87 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,390 | 61.63 | 254 | 51.19 | ||||
| 2025-08-28 | NP | XSD - SPDR(R) S&P(R) 半导体 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 | 178,918 | 1.62 | 37,147 | 17.41 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 2,326 | 1.22 | 483 | 16.99 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 804,728 | 1.09 | 167,078 | 16.79 | ||||
| 2025-08-26 | NP | BLCN - Siren 纳斯达克 NexGen 经济 ETF | 4,342 | 141.22 | 901 | 178.95 | ||||
| 2025-08-19 | 13F | Marex 集团 | 3,247 | 674 | ||||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 43,400 | 12.44 | 9,011 | 29.90 | |||
| 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 | 325,693 | 19.61 | 67,620 | 38.19 | ||||
| 2025-04-24 | NP | BlackRock Funds II - 贝莱德全球股息投资组合机构股票 | 161,113 | 0.50 | 31,577 | -2.01 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 722,448 | 53.35 | 149,995 | 77.18 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 272,025 | 2.24 | 56,478 | 18.13 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 57,164 | 86.68 | 11,868 | 115.70 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 4,121 | 3.57 | 740 | -0.80 | ||||
| 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 | 272,874 | 0.22 | 43,673 | -13.11 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 1,481 | 2.00 | 307 | 18.08 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 5,300 | 14.22 | 1,100 | 32.05 | ||||
| 2025-05-27 | NP | FTQI - First Trust 对冲 BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,975 | 48.39 | 10,778 | 42.21 | ||||
| 2025-08-05 | 13F | 雅各布森与施密特顾问有限公司 | 70,747 | 31.94 | 14,689 | 52.44 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 749 | 12.97 | 156 | 30.25 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 2,338 | 0.26 | 485 | 15.75 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 166,076 | 14.79 | 34,481 | 32.63 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 9,155 | 0.19 | 1,901 | 15.71 | ||||
| 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 | 22,757 | 97.82 | 4,161 | 84.61 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 199,216 | 0.12 | 41,361 | 15.67 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 1,014 | 211 | ||||||
| 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 | 415,964 | 1.13 | 66,575 | -12.32 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 440,000 | 25.71 | 4 | 300.00 | |||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 1,182 | 245 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 95,447,320 | 1.52 | 19,816,773 | 17.29 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 210,975 | 0.10 | 38,577 | -6.61 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 14,068,306 | 3.26 | 2,920,862 | 19.30 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 113 | 23 | ||||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 3,066 | 637 | ||||||
| 2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 5,550 | 56.34 | 1,152 | 80.85 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 133,535 | 23,546 | ||||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,290 | 12.72 | 784 | 5.23 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 1,392 | 7.99 | 288 | 24.68 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 18,319 | 19.32 | 3,803 | 37.89 | ||||
| 2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 1,144 | 206 | ||||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,915 | 95.69 | 3,720 | 126.08 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 203,200 | 42 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 14,700 | 3 | |||||
| 2025-07-15 | 13F | Kwmg 有限公司 | 1,012 | 210 | ||||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 111,536 | 0.36 | 23,157 | 15.95 | ||||
| 2025-07-18 | 13F | 宾夕法尼亚资本管理公司 /adv | 3,155 | 0.29 | 655 | 15.93 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 996 | 207 | ||||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 12,310 | 23.68 | 2,556 | 42.90 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 89,021 | 0.23 | 18,483 | 15.81 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 2,698 | 19.75 | 583 | 44.06 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 62,191 | 8.98 | 11,481 | -1.29 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,652 | 2.14 | 5,056 | -4.69 | ||||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 2,157 | 7.85 | 448 | 24.51 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 3,070 | 15.37 | 572 | 30.37 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,571 | 326 | ||||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 18,362 | 2.76 | 3,812 | 18.72 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 30,106 | 16.57 | 6,251 | 34.67 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 19,047 | 3.60 | 3,955 | 19.71 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 57,985 | 112.59 | 12,039 | 145.62 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 263,679 | 56.22 | 54,745 | 80.50 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 8,021 | 1.38 | 1,665 | 17.17 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 91,954 | 1.35 | 19,091 | 17.10 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 6,376 | 1,020 | ||||||
| 2025-06-27 | NP | HAPY - 港湾企业文化领袖ETF | 269 | 14.96 | 43 | 0.00 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 2,336 | 1,183.52 | 485 | 1,326.47 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 734,247 | 0.92 | 152,444 | 16.60 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 10,971 | 1.85 | 2,278 | 17.67 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 67 | 14 | ||||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 16,568 | 18.56 | 3,440 | 36.96 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 14,367 | 2.42 | 2,983 | 18.33 | ||||
| 2025-08-14 | 13F | PYA沃尔特曼资本有限责任公司 | 18,550 | 10.57 | 3,851 | 27.77 | ||||
| 2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 183 | 0.55 | 38 | 15.63 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 2,357 | 2.12 | 489 | 18.12 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 4,095 | 4.84 | 848 | 23.11 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 4,501 | 3.45 | 934 | 19.59 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 5,342 | 1,109 | ||||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 40,801 | 202.72 | 8,471 | 249.90 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 3,085 | 6.27 | 641 | 22.84 | ||||
| 2025-04-28 | NP | GMAEX - GMO 周期性焦点基金 VI 级 | 11,002 | 7.95 | 2,156 | 5.27 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 33,945 | 0.66 | 7,048 | 14.31 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 139,800 | 114.42 | 29,025 | 147.74 | |||
| 2025-07-22 | 13F | 弗农山联合公司 /md/ | 10,450 | 1.21 | 2 | 100.00 | ||||
| 2025-06-24 | NP | 路博迈下一代连接基金公司 | 183,265 | 50.01 | 29,332 | 30.06 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 19,374 | 867.25 | 4,022 | 1,020.33 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 17,704 | 51.47 | 3,676 | 75.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe 价格增长股票基金标准级 | 127,594 | 0.72 | 26,491 | 16.37 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 121,514 | 0.37 | 25,229 | 15.97 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 4,139 | 33.56 | 662 | 15.73 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 6,609 | 2.07 | 1,372 | 17.97 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 44,174 | 3.78 | 9,171 | 19.90 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 1,836 | 14.68 | 381 | 32.75 | ||||
| 2025-07-29 | NP | QQQM - 景顺纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,730,190 | 9.55 | 499,215 | 2.20 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 18,736 | 11.84 | 3,890 | 29.20 | ||||
| 2025-08-14 | 13F | 达格科公司 | 181 | 0.56 | 38 | 15.63 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 209,780 | 16.65 | 44 | 34.38 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 910 | 18.95 | 189 | 37.23 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian Growth & Income VIP 基金 | 12,462 | 5.34 | 2,587 | 21.74 | ||||
| 2025-07-16 | NP | CGDV - Capital Group 股息价值 ETF 股份类别 | 1,079,950 | 41.18 | 197,469 | 31.72 | ||||
| 2025-05-23 | NP | BGALX - Baillie Gifford 全球 Alpha 股票基金 4 级 | 39,068 | 1.18 | 7,021 | -3.04 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 3,695 | 3.39 | 767 | 19.47 | ||||
| 2025-07-23 | 13F | 阳光资本管理有限公司 | 1,712 | 0.41 | 355 | 16.01 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 12,384 | 2,571 | ||||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 6,202 | 10.32 | 1,288 | 27.43 | ||||
| 2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 5,769 | 4.44 | 1,198 | 20.67 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 19,224 | 0.95 | 3,991 | 16.63 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 14,354 | 33.15 | 2,980 | 53.85 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 87,748 | 1.06 | 18,218 | 16.76 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 301,802 | 4.34 | 62,660 | 20.56 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 6,041 | 0.48 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 722 | 0.56 | 150 | 16.28 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 9,779 | 249.50 | 2,030 | 304.38 | ||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 842,707 | 13.44 | 154,089 | 5.84 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 19,055 | 15.80 | 3,956 | 33.83 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,406 | 285.21 | 292 | 347.69 | ||||
| 2025-08-15 | 13F | 富达 D & D 银行公司 | 1,167 | 3.73 | 242 | 19.80 | ||||
| 2025-08-26 | NP | GVEYX - 机构价值股票基金 | 37,222 | 54.89 | 7,728 | 78.97 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 41,477 | 10.79 | 8,612 | 28.01 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 72,918 | 4.78 | 15,139 | 21.05 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 98,633 | 181.21 | 20,478 | 224.94 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 40,860 | 6,540 | ||||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 15,768 | 5.93 | 3,274 | 22.36 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 208,610 | 1,522.92 | 43,312 | 1,775.75 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 200 | 0.50 | 41 | 17.14 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 11,271 | 12.09 | 2,340 | 29.57 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 180,933 | 2.79 | 37,565 | 18.76 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 16,595 | 8.50 | 3,445 | 25.36 | ||||
| 2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 8,154 | 2.31 | 1,693 | 18.16 | ||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 6,750 | 0.07 | 1,401 | 15.59 | ||||
| 2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 83,663 | 30.40 | 15,298 | 21.66 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 9 | 50.00 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 3,213 | 0.12 | 1 | |||||
| 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 | 1,687,841 | 0.45 | 308,622 | -6.29 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 4,581 | 5.26 | 951 | 21.64 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 185,353 | 90.16 | 38,483 | 119.71 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 14,254,553 | 8.01 | 2,960 | 24.80 | ||||
| 2025-07-23 | 13F | 定义财务规划有限责任公司 | 1,955 | 427 | ||||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 5,032 | 3.50 | 1,045 | 19.59 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 151,568 | 2.60 | 31,469 | 18.54 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 2,154 | 45.93 | 447 | 68.68 | ||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 542,401 | 5.68 | 112,567 | 21.99 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 1,125 | 234 | ||||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 656,436 | 0.18 | 136,289 | 15.74 | ||||
| 2025-08-14 | 13F | 奥比斯艾伦格雷有限公司 | 809,986 | 425.14 | 168,169 | 506.74 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 1,875 | 2.85 | 389 | 18.96 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 1,028 | 213 | ||||||
| 2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 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 | 20,835 | 138.09 | 4,326 | 175.13 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 37,052 | 143.54 | 7,693 | 181.45 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 9,455 | 1,773 | ||||||
| 2025-07-22 | 13F | 衡量风险投资组合有限公司 | 8,116 | 0.78 | 1,685 | 16.45 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 649,641 | 10.69 | 135 | 27.62 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 221,789 | 5.00 | 46,048 | 21.32 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 69,317 | 70.64 | 14,392 | 97.16 | ||||
| 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 | 55 | 22.22 | 9 | 0.00 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 3,655 | 1,429.29 | 759 | 1,704.76 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 368 | 39.92 | 76 | 61.70 | ||||
| 2025-05-28 | NP | Acap战略基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 15,543 | 1.03 | 3,227 | 16.75 | ||||
| 2025-06-24 | NP | QLV - FlexShares 美国质量低波动指数基金 | 5,680 | 7.09 | 909 | -7.15 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 9,480 | 0.88 | 1,968 | 16.59 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 320 | 204.76 | 59 | 190.00 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 12,575 | 1.95 | 2,611 | 17.78 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 1,081 | 159.86 | 224 | 202.70 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 价值投资组合 I 类 | 119,814 | 66.51 | 24,876 | 92.38 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 3,972 | 0.20 | 825 | 15.73 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 39,863 | 2.20 | 8,276 | 18.09 | ||||
| 2025-08-12 | 13F | 主要管理 ETF Advisors, LLC | 5,131 | 1.66 | 1 | |||||
| 2025-07-28 | NP | TDV - ProShares S&P Technology Dividend Aristocrats ETF | 36,317 | 5.17 | 6,641 | -1.88 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 1,191 | 133.99 | 191 | 113.48 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 348 | 72 | ||||||
| 2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 16,960 | 10.45 | 3,521 | 27.62 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 1,463 | 48.68 | 304 | 72.16 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 955 | 41.69 | 153 | 22.58 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 102 | 8.51 | 16 | -5.88 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 9,171 | 1.49 | 1,904 | 17.31 | ||||
| 2025-08-07 | 13F | 唐纳森资本管理有限公司 | 332,340 | 1.51 | 69,000 | 17.28 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 2,735 | 0.11 | 568 | 15.71 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 25,028 | 18.45 | 5,196 | 36.84 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 8,330 | 53.61 | 1,523 | 43.41 | ||||
| 2025-08-26 | NP | QLMETX - ClearBridge 可变股息策略投资组合 II 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,049 | 31.44 | 6,031 | 51.88 | ||||
| 2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 7,827 | 2.47 | 1,431 | -6.78 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 58,100 | 22.32 | 12,063 | 41.32 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 129,638 | 26,915 | ||||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 13,561 | 2.53 | 2,816 | 18.48 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 7,628 | 154.95 | 1,584 | 194.79 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 671,647 | 139,447 | ||||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 2,354 | 0.04 | 489 | 15.64 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 142,063 | 0.06 | 29,495 | 15.61 | ||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 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 | 50,446 | 4.96 | 9,224 | -2.08 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 95,961 | 95.56 | 19,923 | 125.94 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 11,420 | 3.00 | 2,371 | 19.03 | ||||
| 2025-07-11 | 13F | 迪恩退休策略公司 | 27,179 | 68.74 | 5,642 | 95.16 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 3,445 | 10.95 | 715 | 28.37 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 1,045 | 0 | ||||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 1,917 | 0.42 | 398 | 28.80 | ||||
| 2025-08-14 | 13F | 芬史密斯投资服务有限公司 | 1,002,053 | 6.99 | 208,046 | 23.62 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 3,136,159 | 1.59 | 651,122 | 17.38 | ||||
| 2025-08-14 | 13F | Xponance公司 | 166,985 | 20.87 | 34,669 | 39.65 | ||||
| 2025-07-29 | NP | VGYAX - 先锋全球韦尔斯利收入基金海军上将股票 | 21,632 | 6.51 | 3,955 | -0.63 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 5,861 | 77.12 | 1,217 | 104.71 | ||||
| 2025-07-08 | 13F | 马丁资本合伙人有限责任公司 | 37,578 | 218.46 | 8 | 250.00 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 3,551 | 15.07 | 737 | 33.03 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 9,955 | 25.66 | 1,820 | 17.27 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 30,714 | 6.37 | 6,377 | 22.90 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-16 | 13F/A | CX 机构 | 4,298 | 4.98 | 1 | |||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,459 | 5.22 | 511 | 21.72 | ||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 2,646 | 549 | ||||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 982 | 204 | ||||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 2,952 | 613 | ||||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 10,008 | 46.17 | 1,602 | 26.66 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 13,738 | 2,852 | ||||||
| 2025-07-30 | NP | SCORX - Sextant 核心基金 | 450 | 82 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 2,132 | 0.09 | 443 | 15.71 | ||||
| 2025-07-23 | 13F | 元素财富有限责任公司 | 1,091 | 227 | ||||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 43,014 | 45.86 | 8,931 | 68.52 | ||||
| 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 | 19,184 | 97.04 | 3,983 | 127.67 | ||||
| 2025-06-26 | NP | TGDIX - TCW 相对价值大盘基金 I 类 | 42,687 | 6,832 | ||||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 53,291 | 23.30 | 8,529 | 6.91 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 14,069 | 12.17 | 3,044 | 35.05 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 311 | 1.63 | 65 | 18.52 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 4,731 | 3.77 | 879 | 18.46 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 57 | 10 | ||||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 12,172 | 2.66 | 2,120 | 4.90 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 58,727 | 0.04 | 9,399 | -13.27 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 21,926,224 | 0.05 | 4,552,324 | 15.59 | ||||
| 2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 553 | 2.79 | 89 | -11.11 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 5,480 | 1,138 | ||||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 5,865,096 | 1.66 | 1,264,456 | 33.47 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 1,814,049 | 6.94 | 376,633 | 23.55 | ||||
| 2025-06-30 | NP | QRMI - Global X 纳斯达克 100 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,283 | 20.92 | 205 | 5.13 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 4,315 | 1.12 | 896 | 16.84 | ||||
| 2025-06-18 | NP | RWSIX - Redwood 系统宏观趋势（“SMarT”）基金 I 类 | 9,666 | 14.99 | 1,547 | -0.26 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 4,271 | 2.37 | 684 | -11.30 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 7,296,573 | 24.18 | 1,514,914 | 43.47 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 401 | 0.50 | 83 | 16.90 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 8,300 | 1,723 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 4,600 | 955 | |||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 107,982 | 5.96 | 22,419 | 22.43 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 542 | 5.24 | 113 | 21.74 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 14,339 | 17.39 | 2,622 | 9.48 | ||||
| 2025-04-22 | NP | JGRW-詹森质量增长ETF | 13,199 | 22.10 | 2,587 | 19.01 | ||||
| 2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 68,782 | 4.64 | 14,281 | 20.89 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 29,374 | 16.90 | 6,099 | 35.06 | ||||
| 2025-07-11 | 13F | AA 财务顾问有限责任公司 | 1,314 | 273 | ||||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 260,973 | 4.27 | 54,183 | 20.47 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 8,226 | 17.60 | 1,708 | 35.91 | ||||
| 2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 217,030 | 131.67 | 45,060 | 167.67 | ||||
| 2025-08-26 | NP | TRVLX - T. Rowe 价格价值基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,525,856 | 8.79 | 524,418 | 25.69 | ||||
| 2025-08-13 | 13F | 奥尔良资本管理公司/la | 15,217 | 2.39 | 3,159 | 18.31 | ||||
| 2025-08-27 | NP | PJGRX - PGIM JENNISON 成长基金 R 级 | 414,749 | 92.08 | 86,110 | 121.92 | ||||
| 2025-08-14 | 13F | 伍德布里奇有限公司 | 42,100 | 8,741 | ||||||
| 2025-07-09 | 13F | WealthCare 投资伙伴有限责任公司 | 1,074 | 232 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 136,385 | 5.11 | 28,316 | 21.44 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 20,551 | 33.97 | 4,267 | 54.79 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 3,041 | 9.39 | 631 | 26.51 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 2,754,500 | 7.06 | 571,889 | 23.70 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 296,913 | 9.04 | 61,636 | 26.05 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 3,156 | 17.76 | 655 | 35.89 | ||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 5,918 | 20.33 | 1,229 | 39.07 | ||||
| 2025-08-08 | 13F | 查特研究与投资集团有限公司 | 976 | 203 | ||||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 18,111 | 25.40 | 3,760 | 44.89 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,071 | 139.98 | 430 | 176.77 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 1,619 | 14.42 | 336 | 32.28 | ||||
| 2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 581,996 | 1.65 | 120,834 | 17.45 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 4,386 | 12.87 | 1 | |||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 124,271 | 5.30 | 25,801 | 21.66 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 12,488 | 6.72 | 2,593 | 23.31 | ||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 87,796 | 40.05 | 18,228 | 61.81 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 13,297 | 0.48 | 2,128 | -12.89 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 1,767 | 2.32 | 367 | 18.06 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 1,282 | 1.34 | 266 | 17.18 | ||||
| 2025-06-26 | NP | ITHAX - 哈特福德资本增值基金 A 类 | 384,346 | 19.06 | 61,515 | 3.22 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 972 | 202 | ||||||
| 2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 2,005 | 321 | ||||||
| 2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 182,191 | 0.16 | 37,827 | 15.71 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 10,592 | 2.20 | 2,199 | 18.10 | ||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 965 | 200 | ||||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 4,028 | 0.25 | 836 | 15.79 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 2,957,846 | 1.87 | 614,124 | 17.70 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates 有限责任公司 | 5,441 | 2.03 | 1,130 | 17.85 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 468 | 22.19 | 97 | 42.65 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 25,946 | 6.01 | 5,387 | 22.46 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 大盘成长投资组合 A 类 | 80,996 | 5.70 | 16,816 | 22.13 | ||||
| 2025-08-12 | 13F | 普林特纳资本集团公司 | 37,170 | 16.39 | 7,717 | 34.49 | ||||
| 2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 1,056 | 219 | ||||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 732 | 1.67 | 152 | 17.83 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 1,532 | 318 | ||||||
| 2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 1,136 | 80.03 | 236 | 107.96 | ||||
| 2025-08-26 | NP | TEXN - iShares 德州股票 ETF | 1,875 | 389 | ||||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 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 | 13,724 | 2.34 | 2,509 | -4.53 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 246 | 51 | ||||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 252,713 | 240.10 | 52,468 | 292.96 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 153,381 | 3.15 | 28,046 | -3.76 | ||||
| 2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 26,500 | 15.22 | 6 | 25.00 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,471 | 22.99 | 305 | 42.52 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 229,931 | 10.47 | 48 | 27.03 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 532 | 110 | 20.88 | |||||
| 2025-08-08 | 13F | 奥斯汀财富管理有限责任公司 | 1,661 | 4.07 | 301 | 16.28 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 73,769 | 5.02 | 15,316 | 21.34 | ||||
| 2025-06-27 | NP | TBG - TBG 股息焦点 ETF | 20,140 | 52.55 | 3,223 | 32.25 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 1,998 | 415 | ||||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 130,638 | 0.32 | 27,125 | 15.92 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 27,103 | 1.15 | 5,627 | 16.89 | ||||
| 2025-08-07 | 13F | 阿米卡退休医疗信托基金 | 4,543 | 10.29 | 1 | |||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 2,686 | 17.14 | 558 | 35.19 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 194 | 40 | ||||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 578 | 52.91 | 120 | 79.10 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 53,894 | 17.61 | 11,190 | 35.89 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 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 | 32,479 | 15.37 | 6,743 | 33.31 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 7,414 | 13.92 | 1,539 | 31.65 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 28,132 | 0.52 | 4,503 | -12.85 | ||||
| 2025-08-27 | NP | Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares | 613 | 127 | ||||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 454,789 | 16.96 | 72,789 | 1.40 | ||||
| 2025-08-12 | 13F | AIMZ 投资顾问有限公司 | 975 | 202 | ||||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 237,080 | 26.83 | 49,223 | 46.53 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 1,477 | 0.75 | 307 | 16.35 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 136 | 19.30 | 28 | 40.00 | ||||
| 2025-06-25 | NP | WWLAX - Westwood 质量价值基金 A 类股票 | 22,691 | 3,632 | ||||||
| 2025-08-06 | 13F | 财务咨询公司 /ut/ /adv | 1,696 | 0.89 | 0 | |||||
| 2025-08-13 | 13F | 迪克森·米切尔投资顾问公司 | 254,143 | 3.14 | 52,814 | 19.16 | ||||
| 2025-07-29 | NP | JDVRX - PGIM JENNISON 价值基金 R 级 | 40,932 | 61.84 | 7,484 | 51.01 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 2,117 | 7.63 | 439 | 24.36 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 35,714 | 0.09 | 7,415 | 15.64 | ||||
| 2025-08-27 | NP | TLVAX - Timothy 大/中型价值基金 A 类 | 37,130 | 7,709 | ||||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 6,680 | 1,387 | ||||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 993 | 206 | ||||||
| 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 | 272,786 | 2.12 | 43,659 | -11.47 | ||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 12,994 | 1.33 | 2,698 | 17.06 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 804,547 | 4.65 | 128,768 | -9.27 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 725,010 | 25,793.21 | 3 | -99.40 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 405,289 | 18.40 | 74,107 | 10.47 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 9,869 | 2.66 | 2,049 | 18.59 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 2,223 | 73.00 | 406 | 61.75 | ||||
| 2025-08-13 | 13F | 布鲁克兰基金管理有限公司 | Call | 1,487 | 309 | |||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 2,060 | 10.87 | 428 | 28.23 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 140,174 | 6.29 | 25,631 | -0.84 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 7,493 | 9.29 | 1,556 | 26.22 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 8,016 | 2.91 | 1,664 | 18.94 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 1,248 | 22.83 | 200 | 6.42 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 902 | 4.52 | 187 | 20.65 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 340,184 | 1.58 | 71 | 16.67 | ||||
| 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 | 224,858 | 1.28 | 35,989 | -12.19 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 146,323 | 36.62 | 30,380 | 57.85 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 1,187 | 246 | ||||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 270,242 | 2.62 | 56,108 | 18.57 | ||||
| 2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 14,422 | 78.98 | 2,308 | 55.21 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 231 | 6.45 | 48 | 23.68 | ||||
| 2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 1,352 | 12.01 | 281 | 29.63 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 369,983 | 8.02 | 76,816 | 24.80 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,718 | 7.94 | 435 | -6.25 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 14,316 | 57.60 | 2,972 | 82.11 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 3,745 | 0.27 | 778 | 15.80 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 958 | 43.41 | 175 | 34.62 | ||||
| 2025-08-07 | 13F | 阿米卡互助保险公司 | 50,788 | 8.13 | 11 | 25.00 | ||||
| 2025-08-04 | 13F | 小屋街顾问有限责任公司 | 14,956 | 1.54 | 3,105 | 17.35 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 1,006 | 55.25 | 633 | 444.83 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 102,269 | 65.09 | 18,700 | 54.02 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 854,432 | 4.48 | 178 | 20.41 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 573,043 | 327.24 | 118,975 | 393.63 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 1,877 | 8.18 | 407 | 58.59 | ||||
| 2025-08-05 | 13F | 直布罗陀资本管理公司 | 19,699 | 1.03 | 4,090 | 16.73 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 149,945 | 40.73 | 31 | 63.16 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 蓝筹成长基金初始级 | 6,890 | 109.49 | 1,431 | 141.96 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,387 | 50.11 | 288 | 72.89 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -4,409 | -19.57 | -915 | -7.11 | |||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 27,046 | 65.26 | 5,615 | 90.99 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 302,037 | 64.93 | 62,709 | 90.56 | ||||
| 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 | 6,650 | 1,216 | ||||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 3,168 | 1.93 | 1 | |||||
| 2025-07-28 | 13F | Nexus 投资管理 ULC | 105,043 | 3.37 | 21,809 | -16.97 | ||||
| 2025-08-26 | NP | TRBCX - T. Rowe Price 蓝筹成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 875,888 | 104.25 | 181,852 | 135.98 | ||||
| 2025-08-04 | 13F | 联合银行 | 185,987 | 2.29 | 39 | 18.75 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 14,085 | 1.44 | 2,924 | 17.19 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 10,769 | 16.15 | 2,235 | 34.07 | ||||
| 2025-08-14 | 13F | NCM资本管理有限责任公司 | 2,875 | 0.84 | 597 | 16.41 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 23,934 | 6.60 | 3,831 | -7.60 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 83 | 2.47 | 17 | 21.43 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 3 | 0 | ||||||
| 2025-05-29 | NP | LCORX - Leuthold 核心投资基金零售类 | Short | -2,986 | -537 | |||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 51,215 | 89.21 | 8,197 | 64.02 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 4,047 | 271.63 | 840 | 330.77 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 2,086 | 3.63 | 433 | 19.94 | ||||
| 2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 44,519 | 1.19 | 8,219 | -8.34 | ||||
| 2025-07-11 | 13F | BDF-管理 | 33,471 | 50.00 | 6,949 | 73.33 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 79,135 | 4.43 | 12,666 | -9.46 | ||||
| 2025-08-26 | NP | DVRUX - 瑞银美国股息统治者基金 P 级 | 30,435 | 3.46 | 6,319 | 19.52 | ||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 501,676 | 13.21 | 104,158 | 30.80 | ||||
| 2025-08-01 | 13F | 吉尼斯资产管理有限公司 | 1,006,421 | 1.48 | 208,953 | 17.35 | ||||
| 2025-08-06 | 13F | 易普森顾问集团有限责任公司 | 3,545 | 2.28 | 736 | 18.17 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 19,234 | 6.65 | 3,993 | 23.24 | ||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 55,343 | 72.82 | 11,490 | 99.69 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 11,639 | 135.65 | 2,416 | 172.38 | ||||
| 2025-07-21 | 13F | 毛巾有限公司 | 1,141 | 1.88 | 237 | 17.41 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 49,530 | 2.50 | 10,283 | 18.43 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 2,496 | 3.35 | 518 | 19.63 | ||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 35 | 6 | ||||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 7,968 | 0.18 | 1,457 | -6.55 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 20,181 | 8.47 | 4,190 | 25.31 | ||||
| 2025-06-26 | NP | TAGRX - 基本大盘核心基金 A 类 | 832,690 | 0.94 | 133,272 | -12.49 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 93,010 | 1.19 | 19,311 | 16.92 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 362,862 | 8.30 | 75,337 | 25.12 | ||||
| 2025-06-27 | NP | TMAT - 主要主题创新ETF | 5,061 | 1.40 | 810 | -12.05 | ||||
| 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) | 3,066 | 25.50 | 637 | 44.87 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 216 | 45 | ||||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 6,161 | 62.69 | 1,279 | 88.09 | ||||
| 2025-07-15 | 13F | 马丁资本顾问有限公司 | 11,079 | 2.78 | 2,300 | 18.80 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 76,188 | 11.06 | 15,818 | 28.32 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 1,650 | 2.93 | 343 | 18.75 | ||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 8,397 | 12.00 | 1,743 | 29.40 | ||||
| 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 | 37,207 | 35.43 | 5,955 | 17.41 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 3,285 | 5.02 | 682 | 21.35 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 94,207 | 132.63 | 19,559 | 168.78 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 2,930 | 608 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 15,527 | 128.10 | 3,224 | 163.53 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,707 | 204.93 | 14,473 | 252.37 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 4,628 | 4.71 | 961 | 20.91 | ||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 1,445 | 0.21 | 311 | 32.91 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 734,444 | 5.74 | 152,485 | 22.17 | ||||
| 2025-07-15 | 13F | Peddock 资本顾问有限公司 | 3,251 | 0.96 | 675 | 16.61 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 1,628 | 0.18 | 338 | 15.75 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 381,528 | 7.88 | 79,213 | 24.65 | ||||
| 2025-08-25 | NP | TDIV - First Trust 纳斯达克科技股息指数基金 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 | 1,297,784 | 18.08 | 269,446 | 36.42 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 1,080,080 | 0.77 | 224,246 | 16.43 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 64,064 | 0.44 | 13,301 | 16.04 | ||||
| 2025-08-13 | 13F | M&T银行公司 | Call | 45 | 7.14 | 16 | 114.29 | |||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 34,177 | 4.42 | 5,470 | -9.47 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 19,348 | 48.93 | 4,017 | 72.11 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 334,837 | 15.12 | 69,519 | 33.00 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 2,700 | 561 | ||||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 23,369 | 144.57 | 5 | 300.00 | ||||
| 2025-07-22 | 13F | Petros 家族财富有限责任公司 | 3,787 | 4.41 | 786 | 20.74 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 131,741 | 18.96 | 27,352 | 37.45 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 1,059 | 77.39 | 220 | 104.67 | ||||
| 2025-07-28 | NP | NBSRX - Neuberger Berman 可持续股票基金投资者类别 | 173,137 | 8.60 | 31,658 | 1.32 | ||||
| 2025-05-27 | NP | GMEZX - 影响力股票基金投资者 | 259 | 18.81 | 47 | 15.00 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 53 | 11 | ||||||
| 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 | 4,424 | 2,123.12 | 919 | 2,381.08 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 40,989 | 0.44 | 7,366 | -3.75 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 6,240 | 6.61 | 1,296 | 23.22 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 40,000 | 33.33 | 8,305 | 54.03 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 | 6,639 | 27.45 | 1,378 | 47.22 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 498,895 | 10.53 | 103,581 | 27.70 | ||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 970 | 0.73 | 201 | 16.18 | ||||
| 2025-07-18 | 13F | 德尔泰克资产管理有限公司 | 1,000 | 208 | ||||||
| 2025-08-26 | NP | QAAAJX - T. Rowe 价格蓝筹成长投资组合 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 | 34,023 | 84.76 | 7,064 | 113.45 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 29,396 | 15.94 | 5,375 | 8.17 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 4,174 | 66.43 | 1 | |||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 2,805 | 93.58 | 582 | 123.85 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 50,843 | 4.97 | 10,556 | 21.28 | ||||
| 2025-07-31 | 13F | Fedenia 顾问有限公司 | 1,001 | 208 | ||||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 77 | 16 | ||||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 123,122 | 1.30 | 25,563 | 17.04 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 10,136 | 6.56 | 2,104 | 23.11 | ||||
| 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 | 19,840 | 12.26 | 3,628 | 4.74 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 5,557 | 5.21 | 1,154 | 21.50 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 1,112 | 231 | ||||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 15,000 | 3,114 | |||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 160,384 | 1.79 | 25,669 | -11.75 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 1,076 | 223 | ||||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 5,811 | 1,206 | ||||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 17,060 | 5.51 | 3,542 | 21.89 | ||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 1,221 | 254 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 10,856,015 | 24.28 | 2,253,926 | 43.58 | ||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 408 | 0.74 | 85 | 16.67 | ||||
| 2025-08-08 | 13F | eCIO公司 | 2,141 | 11.34 | 445 | 28.70 | ||||
| 2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 10,246 | 40.78 | 1,942 | 42.30 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 15,000 | 3,114 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 460,700 | 395.38 | 95,651 | 472.34 | |||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 1,250 | 260 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 80,700 | 2,590.00 | 16,755 | 3,008.35 | |||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 14,323 | 16.46 | 2,974 | 34.52 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 138 | 22 | ||||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 12,928 | 16.85 | 2,684 | 35.01 | ||||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 421 | 26.43 | 77 | 16.92 | ||||
| 2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 79,092 | 13.74 | 16,421 | 31.41 | ||||
| 2025-08-13 | 13F | 布朗资本管理有限公司 | 982 | 204 | ||||||
| 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 | 2,743 | 20.89 | 439 | 5.02 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -184 | 2,187.50 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 165,800 | 20.23 | 34,423 | 38.91 | |||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 1,833 | 35.08 | 381 | 56.38 | ||||
| 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 | 62,835 | 8.47 | 10,057 | -5.97 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 30 | 6 | ||||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 32,603 | 0.21 | 6,769 | 15.77 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 18,322 | 0.44 | 3,350 | -6.29 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 2,769 | 5.97 | 575 | 22.39 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 132,030 | 9.93 | 27,412 | 27.01 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 7,473 | 2.38 | 1,552 | 18.31 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 2,282 | 22.95 | 474 | 42.04 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 23,000 | 283.33 | 4,775 | 342.95 | |||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 1,537 | 6.66 | 276 | 2.22 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -27,287 | -13.34 | -5,665 | 0.12 | |||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 29,213,038 | 1.55 | 6,065,211 | 17.33 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 681 | 11.46 | 123 | 12.84 | ||||
| 2025-08-27 | NP | APDWX - Artisan 价值收益基金顾问股票 | 1,456 | 9.72 | 302 | 26.89 | ||||
| 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 | 3,636 | 237.92 | 755 | 290.67 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 51,527 | 8.76 | 8,247 | -5.72 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 4,331 | 6.39 | 792 | -0.75 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 12,800 | 312.90 | 2,658 | 377.02 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 399,200 | 2.39 | 82,882 | 18.29 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | 391,681 | 0.82 | 81,321 | 16.49 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 19,254 | 74.70 | 3,082 | 51.47 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 433,600 | 126.90 | 90,024 | 162.15 | |||
| 2025-08-07 | 13F | 荷宝瑞士股份公司 | 174,084 | 2.70 | 36,143 | 18.66 | ||||
| 2025-08-19 | 13F | 斯洛克姆戈登律师事务所 | 728 | 70.09 | 151 | 96.10 | ||||
| 2025-07-17 | 13F | 瓦格纳财富管理有限公司 | 1,501 | 0.74 | 312 | 16.48 | ||||
| 2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -131,907 | 56.63 | -21,112 | 35.79 | |||
| 2025-08-26 | NP | TILCX - T. Rowe Price 机构大盘价值基金 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 | 180,753 | 9.38 | 37,528 | 26.37 | ||||
| 2025-07-25 | 13F | 一级顾问公司 | 1,130 | 0 | ||||||
| 2025-07-14 | 13F | 边境到海岸养老金合伙有限公司 | 241,661 | 22.59 | 50 | 42.86 | ||||
| 2025-07-08 | 13F | TL私人财富 | 1,214 | 259 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 3,240 | 26.22 | 673 | 45.77 | ||||
| 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 | 68,373 | 2.76 | 12,502 | -4.13 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 7,652 | 44.68 | 1,589 | 67.16 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 1,004,562 | 49.40 | 209 | 73.33 | ||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 17,339 | 5.09 | 3,600 | 21.42 | ||||
| 2025-08-07 | 13F | 49 财富管理有限责任公司 | 1,846 | 1.82 | 383 | 17.85 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,547 | 4.39 | 321 | 20.68 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 3,368 | 1.88 | 539 | -11.64 | ||||
| 2025-08-26 | NP | Texas Capital Funds Trust - Texas Capital 德克萨斯股票指数 ETF | 1,565 | 4.54 | 325 | 20.45 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 10,022 | 7.58 | 2,081 | 24.25 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 126,944 | 2.32 | 26,356 | 18.23 | ||||
| 2025-07-25 | 13F | 阿尔法金融合作伙伴有限责任公司 | 967 | 201 | ||||||
| 2025-06-27 | NP | SGENX - 第一鹰环球基金A类 | 2,881,064 | 21.13 | 461,114 | 5.01 | ||||
| 2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 4,900 | 5.74 | 1,017 | 22.24 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 751,136 | 1.66 | 155,951 | 17.46 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 751 | 20.74 | 156 | 39.64 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 2,249 | 0.04 | 467 | 27.32 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 9,181 | 25.68 | 1,906 | 69.88 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 32,373 | 7.63 | 5,919 | 0.42 | ||||
| 2025-08-11 | 13F | 霍华德财富管理有限公司 | 1,067 | 222 | ||||||
| 2025-08-12 | 13F | 德国商业银行 | 397,014 | 2.23 | 82 | 18.84 | ||||
| 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 | 22,584 | 187.36 | 4,689 | 232.01 | ||||
| 2025-08-13 | 13F | 芬德利公园合伙人律师事务所 | 1,198,031 | 45.10 | 248,735 | 67.65 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 80,872 | 1.66 | 16,791 | 17.45 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 140,500 | 29,171 | |||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 1,008 | 153.90 | 209 | 194.37 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 21,249 | 7.20 | 4,412 | 23.87 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 195 | 200.00 | 40 | 263.64 | ||||
| 2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,875 | 32.97 | 3,634 | 24.07 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 107,928 | 12.35 | 22 | 29.41 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 1,624 | 4.57 | 0 | |||||
| 2025-08-12 | 13F | 阿彻投资公司 | 32 | 3.23 | 7 | 20.00 | ||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 29,100 | 1.37 | 6 | 20.00 | ||||
| 2025-07-23 | 13F | 远见资本管理顾问公司 | 13,465 | 7.17 | 2,796 | 23.84 | ||||
| 2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 15,991 | 4.79 | 3,134 | 2.18 | ||||
| 2025-08-11 | 13F | 黑溪投资管理公司 | 2,904 | 603 | ||||||
| 2025-07-23 | 13F | 公平信托公司 | 5,334 | 0.34 | 1,107 | 15.92 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 4,461 | 11.75 | 926 | 29.15 | ||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 9,833 | 20.44 | 2,042 | 39.13 | ||||
| 2025-07-25 | NP | FWD - AB 颠覆者 ETF | 46,724 | 230.74 | 8,543 | 208.63 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 140,300 | 29,129 | |||||
| 2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 333,756 | 10.65 | 61,027 | 3.24 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 3,410 | 15.91 | 708 | 33.90 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 58,200 | 4,750.00 | 12,083 | 5,520.00 | |||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 121,490 | 20.52 | 19,444 | 4.49 | ||||
| 2025-07-09 | 13F | DLK 投资管理有限公司 | 15,569 | 1.41 | 3,233 | 17.19 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 30,583 | 124.46 | 6,333 | 163.66 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 30 | 76.47 | 6 | 100.00 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 13,077 | 3.83 | 2,715 | 19.93 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 2,313 | 511.90 | 370 | 436.23 | ||||
| 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 | 48 | 8 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 1,694,300 | 56.89 | 351,771 | 81.27 | |||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 34,255 | 4.68 | 7,112 | 20.94 | ||||
| 2025-08-06 | 13F | 延龄草资产管理有限公司 | 2,193 | 4.43 | 455 | 20.69 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 173,257 | 862.81 | 27,730 | 734.71 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC。 | 5,041 | 3.02 | 1,047 | 19.00 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 1,613,200 | 47.59 | 334,933 | 70.53 | |||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 235,880 | 8.69 | 37,753 | -5.77 | ||||
| 2025-08-13 | 13F | 安南代尔资本有限责任公司 | 20,580 | 72.19 | 4 | 100.00 | ||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 8,101 | 0.06 | 1,682 | 15.61 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 29,667 | 37.85 | 6,159 | 59.27 | ||||
| 2025-08-14 | 13F | 战略财富设计师 | 121 | 25 | ||||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 4,795 | 39.35 | 996 | 61.00 | ||||
| 2025-08-26 | NP | GDMYX - 机构防御性市场策略基金 | 72,658 | 4.22 | 15,085 | 20.41 | ||||
| 2025-07-29 | 13F | VELA 投资管理有限公司 | 1,612 | 22.59 | 335 | 41.53 | ||||
| 2025-04-24 | NP | 贝莱德 ETF 信托 - 贝莱德国际股息 ETF | 111,329 | 6.39 | 21,819 | 3.72 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 80,219 | 11.35 | 16,655 | 28.65 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 847 | 163 | ||||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 2,943 | 45.69 | 611 | 68.78 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 67,687 | 2.71 | 14,053 | 18.67 | ||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 6,389 | 45.60 | 1,326 | 68.27 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股息增长投资组合 I 类 | 26,520 | 6.42 | 5,506 | 22.96 | ||||
| 2025-08-13 | 13F | 根据斯特林资本管理有限公司。 | 1,675 | 0.12 | 348 | 15.67 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 3,077 | 10.84 | 639 | 28.11 | ||||
| 2025-08-14 | 13F | Sphera 管理科技基金有限公司 | 8,000 | 1,661 | ||||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 784,233 | 11.96 | 162,822 | 29.35 | ||||
| 2025-07-09 | 13F | 斯托克斯资本顾问有限责任公司 | 45,114 | 3.09 | 9,367 | 19.11 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 2,259 | 5.71 | 469 | 22.14 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 1,983 | 435.95 | 317 | 322.67 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 2,942 | 1.31 | 611 | 17.08 | ||||
| 2025-08-11 | 13F | 安比银行 | 7,880 | 0.64 | 1,636 | 16.28 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 1,156 | 240 | ||||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 6,155 | 0.67 | 1,278 | 16.30 | ||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 8,859 | 12.10 | 1,839 | 29.51 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 332 | 78.49 | 69 | 106.06 | ||||
| 2025-07-24 | 13F | ADAPT 投资管理公司 | Call | 200,000 | 100.00 | 41,524 | 131.07 | |||
| 2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 14,456 | 5.31 | 3,001 | 21.70 | ||||
| 2025-07-24 | 13F | ADAPT 投资管理公司 | Put | 500,000 | 400.00 | 103,810 | 477.69 | |||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 32,158 | 12.41 | 5,880 | 4.89 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 52,148 | 1.48 | 10,827 | 17.25 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 225,483 | 3.92 | 47 | 21.05 | ||||
| 2025-07-30 | 13F | 道德公司 | 87,874 | 4.73 | 18,197 | 21.84 | ||||
| 2025-08-04 | 13F | 海洋资本管理有限公司 | 1,032 | 214 | ||||||
| 2025-08-26 | NP | BGATX - Baillie Gifford 全球阿尔法股票基金 2 类 | 26,296 | 5,460 | ||||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 989,189 | 1.11 | 158,320 | -12.34 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 12,185 | 184.36 | 2,530 | 214.94 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 242 | 2.54 | 50 | 19.05 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 20,664 | 16.54 | 4,290 | 34.65 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通数字发展战略基金 Y 类 | 1,357 | 282 | ||||||
| 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 | 25,205 | 709.93 | 4,609 | 721.39 | ||||
| 2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 14,058 | 1.08 | 2,919 | 16.77 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 1,577,158 | 4.83 | 327,450 | 21.11 | ||||
| 2025-08-13 | 13F | 中医顾问有限责任公司 | 1,100 | 13.40 | ||||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 1,788 | 3.41 | 371 | 19.68 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 26,937 | 14.69 | 4,311 | -0.55 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 745,787 | 11.84 | 154,840 | 29.22 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 124,004 | 16.79 | 22,674 | 8.96 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 19,366 | 14.83 | 3,100 | -0.45 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 1,164,211 | 2.42 | 242 | 18.14 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -140 | -29 | |||||
| 2025-08-07 | 13F | 高斯资本有限责任公司 | 1,041 | 216 | ||||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 2,517,451 | 94.86 | 522,559 | 125.09 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 1,087,978 | 2.08 | 225,886 | 25.31 | ||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 1,428 | 0.56 | 296 | 16.08 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 36,773 | 9.56 | 7,635 | 26.58 | ||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 3,188 | 9.10 | 662 | 25.90 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 7,766 | 10.83 | 1,420 | 3.42 | ||||
| 2025-08-29 | NP | JAEDX - 蓝筹增长信托资产净值 | 30,293 | 97.07 | 6,289 | 127.70 | ||||
| 2025-08-14 | 13F | 道富银行 | 43,325,014 | 2.57 | 8,995,139 | 18.50 | ||||
| 2025-06-24 | NP | FBLAX - 富兰克林管理收益基金 A 类 | 275,000 | 175.00 | 44,014 | 138.41 | ||||
| 2025-08-14 | 13F | Sagard 控股管理公司 | 103 | 21 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类 | 139,991 | 12.17 | 29,065 | 29.60 | ||||
| 2025-07-30 | 13F | 自由一投资管理有限公司 | 25,989 | 3.56 | 5,396 | 19.65 | ||||
| 2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 3,357 | 37.53 | 697 | 58.90 | ||||
| 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 | 155,000 | 106.67 | 32,181 | 138.78 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 2,360 | 3.46 | 490 | 19.56 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 80,122 | 8.83 | 16,595 | 27.67 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 成长和收入投资组合 A 类 | 127,521 | 19.10 | 26,476 | 37.60 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 1,366,829 | 16.04 | 284,119 | 34.23 | ||||
| 2025-08-28 | NP | HHDFX - Hamlin 高股息股票基金机构类别股票 | 363,859 | 18.17 | 75,544 | 36.53 | ||||
| 2025-08-12 | 13F | 桑德希尔资本合伙公司 | 23,747 | 2.23 | 4,930 | 18.11 | ||||
| 2025-08-28 | NP | SMSAX - SIMT 多策略另类基金 F 类 | Short | -6,554 | -1,361 | |||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 2,992,090 | 35.12 | 621,218 | 56.11 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 69,289 | 0.09 | 14,386 | 15.64 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 400,217 | 2.49 | 83,093 | 18.42 | ||||
| 2025-06-27 | NP | SOXY - YieldMax(TM) Target 12(TM) 半导体期权收入 ETF | 1,323 | 24.93 | 212 | 8.21 | ||||
| 2025-08-14 | 13F | Cura 财富顾问有限公司 | 1,186 | 4.68 | 246 | 21.18 | ||||
| 2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 2,981 | 7.54 | 619 | 24.10 | ||||
| 2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 4,014 | 1.83 | 833 | 17.66 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 12,200 | 2,533 | ||||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 28,630 | 0.09 | 5,944 | 15.64 | ||||
| 2025-08-12 | 13F | 阿维索金融公司 | 17,144 | 3.93 | 3,559 | 20.07 | ||||
| 2025-06-25 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 34,143 | 1.10 | 5,465 | 1.05 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 18,776 | 8.66 | 3,898 | 25.54 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 13,730 | 14.21 | 2,851 | 31.94 | ||||
| 2025-08-14 | 13F | 哈伯资产管理公司 | 45,326 | 9,411 | ||||||
| 2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 5,870 | 40.06 | 1,219 | 61.75 | ||||
| 2025-06-25 | NP | FXL - 第一信托科技AlphaDEX基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,804 | 76.72 | 7,011 | 53.22 | ||||
| 2025-08-14 | NP | FLRUX - 保守配置基金零售类 | 1,677 | 31.94 | 348 | 52.63 | ||||
| 2025-08-28 | NP | XNTK - SPDR(R) 纽约证券交易所科技 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 | 150,387 | 9.44 | 31,223 | 26.44 | ||||
| 2025-08-14 | NP | FLDGX - 动态配置基金零售类 | 11,201 | 31.33 | 2,326 | 51.76 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 3,300 | 27.81 | 685 | 47.95 | ||||
| 2025-08-29 | NP | SHOC - Strive美国半导体ETF | 19,780 | 0.98 | 4,107 | 16.65 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 4,065 | 13.26 | 730 | 8.63 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 34,533 | 5,527 | ||||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 22,867 | 41.05 | 4,748 | 62.96 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 117,200 | 106.70 | 24,333 | 138.84 | |||
| 2025-08-11 | 13F | 花旗集团 | 3,111,962 | 9.38 | 646,105 | 26.37 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 326,485 | 2.74 | 67,785 | 18.70 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 3,589 | 19.24 | 745 | 37.96 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 159,833 | 1.34 | 25,581 | -12.14 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 148 | 6.47 | 24 | -8.00 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 82 | 5.13 | 13 | -7.14 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 134 | 6.35 | 21 | -8.70 | ||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 13,730 | 1.48 | 2,851 | 17.24 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 1,863 | 0.65 | 402 | 48.89 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 175 | 32 | ||||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 1,695 | 6.00 | 271 | -8.14 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 78,557 | 0.50 | 16,310 | 16.12 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 4,368 | 699 | ||||||
| 2025-07-25 | 13F | 圣路易斯信托公司 | 1,104 | 229 | ||||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 17,863 | 9.52 | 3,709 | 26.55 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 362,542 | 0.03 | 75,271 | 15.57 | ||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 20,749 | 5.96 | 4,308 | 22.43 | ||||
| 2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 1,739 | 0.46 | 361 | 16.08 | ||||
| 2025-07-10 | 13F | 信任点公司 | 8,146 | 9.78 | 1,691 | 26.86 | ||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 3,594 | 51.90 | 746 | 75.53 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 13,665 | 3.17 | 2,837 | 19.20 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 240,457 | 8.49 | 38,485 | -5.95 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 115,618 | 24.45 | 18,505 | 7.90 | ||||
| 2025-07-18 | 13F | PBMares 财富管理有限责任公司 | 2,121 | 0.05 | 440 | 15.49 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 16,363 | 34.43 | 3,397 | 56.83 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 18,291 | 32.38 | 4 | 50.00 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 22,100 | 5 | ||||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 2,011 | 6.40 | 388 | 28.05 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 1,947 | 1.78 | 422 | 39.40 | ||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 289 | 0.70 | 60 | 5.36 | ||||
| 2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 2,650 | 98.20 | 550 | 129.17 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 3,512,888 | 29.09 | 729,346 | 49.15 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 158,011 | 19.25 | 32,741 | 39.84 | ||||
| 2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 989 | 205 | ||||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 3,821 | 49.32 | 612 | 29.45 | ||||
| 2025-05-01 | 13F | 莱恩与合伙人有限责任公司 | 1,698 | 2.29 | 305 | -0.33 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 83 | 18.57 | 17 | 41.67 | ||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 43,870 | 9,108 | ||||||
| 2025-06-25 | NP | TDVI - FT Vest Technology Dividend Target Income ETF | 31,673 | 19.46 | 5,069 | 3.58 | ||||
| 2025-08-07 | 13F | 策略资产管理公司 | 33,021 | 0.18 | 6,856 | 15.74 | ||||
| 2025-08-11 | 13F | 埃勒昆资本有限责任公司 | Put | 1,000 | 208 | |||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 101,233 | 6.57 | 21,018 | 23.13 | ||||
| 2025-08-11 | 13F | 埃勒昆资本有限责任公司 | 758 | 157 | ||||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 1,009 | 209 | ||||||
| 2025-08-26 | NP | JVASX - 摩根大通价值优势基金 I 类 | 548,484 | 11.68 | 113,876 | 29.03 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 9,800 | 151.28 | 2,035 | 190.57 | |||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 102 | 12.09 | 19 | 38.46 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 18,000 | 97.80 | 3,737 | 128.56 | |||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 0 | 249 | 15.35 | |||||
| 2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 516 | 6.17 | 83 | -7.87 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -138 | -3.50 | -29 | 12.00 | |||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 4,927 | 0.78 | 910 | -8.46 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 277 | 204.40 | 58 | 256.25 | ||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 411,697 | 2.05 | 85,477 | 17.90 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 38,052 | 1.84 | 7,879 | 17.70 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 995 | 207 | ||||||
| 2025-08-06 | 13F | 荷兰集团 | 260,459 | 52.38 | 54,076 | 76.06 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 131,845 | 7.31 | 27,374 | 23.98 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Put | 2,200 | 457 | |||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 2,453 | 509 | ||||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | 741 | 154 | ||||||
| 2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 3,169 | 25.60 | 658 | 45.03 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 11,252,791 | 5.80 | 2,336,304 | 22.24 | ||||
| 2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 253 | 16.59 | 40 | 0.00 | ||||
| 2025-08-07 | 13F | PFG顾问 | 6,259 | 15.52 | 1,300 | 33.50 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 2,075 | 0.44 | 431 | 15.90 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 395 | 3,850.00 | 71 | 6,900.00 | ||||
| 2025-08-07 | 13F | 卫报合伙公司 | 41,314 | 1.45 | 8,940 | 44.29 | ||||
| 2025-08-27 | NP | OFAFX - Olstein 全市值基金顾问级 | 26,500 | 15.22 | 5,502 | 33.10 | ||||
| 2025-08-13 | 13F | 挪威银行 | 13,661,065 | 2,836,310 | ||||||
| 2025-08-14 | 13F | 卡姆罗斯资本投资合伙公司 | 202,524 | 55.03 | 42,048 | 79.12 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 566 | 8.22 | 118 | 25.81 | ||||
| 2025-07-09 | 13F | 伯克希尔银行 | 13,059 | 4.92 | 2,711 | 21.24 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 729,075 | 0.01 | 151 | 15.27 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 16 | 3 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/Wellington 核心股权投资组合 A 类 | 479,607 | 2.26 | 99,576 | 18.15 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 3,697,310 | 28.16 | 767,636 | 48.08 | ||||
| 2025-08-14 | 13F | 阿博特财务管理公司 | 9,134 | 1.16 | 1,896 | 16.89 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 15,177 | 3.72 | 2,429 | -10.07 | ||||
| 2025-08-13 | 13F | 法国集团 | 77,945 | 103.05 | 16,112 | 132.18 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 136,201 | 5.99 | 24,904 | -1.11 | ||||
| 2025-08-25 | NP | YLDE - ClearBridge 股息策略 ESG ETF This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,015 | 33.39 | 1,456 | 54.07 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 4,069 | 10.36 | 845 | 27.49 | ||||
| 2025-07-28 | NP | VCIGX - 股息价值基金 | 16,113 | 30.15 | 2,946 | 21.43 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 22,948 | 8.71 | 4,764 | 25.60 | ||||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 1,916 | 17.26 | 359 | 35.09 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 28,870 | 43.85 | 6,074 | 70.11 | ||||
| 2025-07-25 | 13F | 法律优势投资有限公司 | 1,000 | 208 | ||||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 1,018 | 211 | ||||||
| 2025-08-14 | 13F | 多伦多道明银行 | Call | 11,200 | 2,309 | |||||
| 2025-07-31 | 13F | 海峡健全财富管理有限公司 | 2,294 | 0.75 | 476 | 16.38 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 414 | 19.65 | 86 | 37.10 | ||||
| 2025-08-14 | 13F | Maytus资本管理有限责任公司 | 72,450 | 15,042 | ||||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 14,673 | 3.50 | 3,046 | 19.59 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 702,650 | 9.08 | 145,884 | 26.03 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 1,448,002 | 2.21 | 300,634 | 18.09 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 3,331 | 0.06 | 692 | 15.55 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 7,169 | 9.80 | 1,489 | 26.85 | ||||
| 2025-08-12 | 13F | Skba资本管理有限公司 | 49,550 | 0.10 | 10,288 | 15.65 | ||||
| 2025-07-23 | 13F | DMG 集团有限责任公司 | 3,317 | 0.27 | 689 | 15.82 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 269,373 | 20.04 | 55,927 | 38.69 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 61,775 | 0.72 | 12,826 | 16.37 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 32 | 6.67 | 7 | 20.00 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 631 | 9.36 | 113 | 4.63 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 529,850 | 0.33 | 110,007 | 15.92 | ||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 60,069 | 5.58 | 10,984 | -1.50 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 195,300 | 1.72 | 31,258 | -11.81 | ||||
| 2025-06-27 | NP | CHPY - YieldMax(TM) 半导体投资组合期权收益ETF | 1,050 | 168 | ||||||
| 2025-07-24 | 13F | 支点资本有限责任公司 | 1,933 | 14.31 | 401 | 32.34 | ||||
| 2025-08-06 | 13F | 尤克斯资产管理公司 | 10,087 | 0.17 | 2,094 | 15.75 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 11,657 | 2,420 | ||||||
| 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 | 103,973 | 2.18 | 19,011 | -4.67 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 82,331 | 4.99 | 17,094 | 21.30 | ||||
| 2025-08-11 | 13F | Talos 资产管理有限公司 | 147,500 | 20.61 | 30,624 | 39.34 | ||||
| 2025-08-18 | 13F | 老北州信托有限责任公司 | 1,039 | 0 | ||||||
| 2025-04-29 | 13F/A | Huntleigh Advisors, Inc. | 13,735 | 4.08 | 2,468 | -0.24 | ||||
| 2025-08-14 | 13F | 新英格兰资产管理公司 | 30,147 | 0.47 | 6,259 | 16.08 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,416 | 33.59 | 1,747 | 49.19 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 15,096 | 2.86 | 3,134 | 18.85 | ||||
| 2025-07-08 | 13F | 亨里克森·诺塔财富顾问公司 | 1,292 | 268 | ||||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 31,844 | 164.02 | 6,611 | 205.08 | ||||
| 2025-08-14 | 13F | Lansdowne Partners（英国）有限责任公司 | 29,338 | 68.12 | 6,091 | 94.29 | ||||
| 2025-08-26 | NP | MADFX - Matrix Advisors 股息基金 | 14,100 | 10.16 | 2,927 | 27.26 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 7,196 | 2.27 | 1,494 | 18.20 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 200,036 | 1.49 | 41,532 | 17.26 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 594 | 6.45 | 109 | -0.92 | ||||
| 2025-08-14 | 13F | Sirios 资本管理有限公司 | 81,409 | 52.98 | 16,902 | 76.76 | ||||
| 2025-06-27 | NP | MPGVX - 蒙德里安全球股票价值基金 | 36,266 | 5.79 | 5,804 | -8.28 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 498,404 | 0.58 | 107,665 | 20.90 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 44,252 | 2.07 | 9 | 28.57 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 193 | 328.89 | 40 | 400.00 | ||||
| 2025-07-24 | 13F | 支付宝证券公司 | 17 | 21.43 | 4 | 50.00 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 3,815 | 2.66 | 792 | 18.74 | ||||
| 2025-07-18 | 13F | 联合规划公司 | 1,920 | 399 | ||||||
| 2025-08-29 | NP | WEBCX - Teton Westwood 平衡基金 A 类 | 2,624 | 545 | ||||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 14,702 | 5.85 | 3,052 | 22.32 | ||||
| 2025-07-30 | 13F | 廉洁顾问公司 | 16,192 | 9.45 | 3,362 | 26.45 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 14,437 | 7.61 | 2,640 | 0.38 | ||||
| 2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 85,203 | 464.71 | 13,637 | 389.62 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 1,120 | 232 | ||||||
| 2025-07-22 | 13F | 罗马诺兄弟公司 | 17,471 | 0.39 | 3,627 | 15.99 | ||||
| 2025-07-25 | 13F | 我艾利森有限公司 | 1,213 | 252 | ||||||
| 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 | 460,144 | 0.92 | 84,137 | -5.84 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 14,330 | 120.22 | 2,975 | 154.49 | ||||
| 2025-07-11 | 13F | Bond & Devick 金融网络公司 | 1,053 | 219 | ||||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 31,646 | 0.64 | 6,570 | 16.28 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 980 | 203 | ||||||
| 2025-07-02 | 13F | 雅各布斯公司/ca | 1,354 | 0.30 | 0 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 6,398 | 48.48 | 1,328 | 71.58 | ||||
| 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 | 522,498 | 0.29 | 95,539 | -6.43 | ||||
| 2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 1,090 | 226 | ||||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 3,804 | 161.80 | 609 | 126.87 | ||||
| 2025-08-29 | NP | DAEIX - Dean 股权收益基金 | 8,320 | 8.35 | 1,727 | 25.24 | ||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 14,121 | 1.36 | 2,932 | 17.10 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 24,423 | 917.20 | 5,071 | 1,076.33 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 26,745 | 11.27 | 5,553 | 28.55 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 17,582 | 0.29 | 3,650 | 15.84 | ||||
| 2025-08-13 | 13F | 卡尔森资本有限合伙人 | 2,100 | 436 | ||||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 33,008 | 0.57 | 6,853 | 16.21 | ||||
| 2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 74 | 8.82 | 12 | -8.33 | ||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 9,546,280 | 0.53 | 1,981,999 | 16.15 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 25,520 | 17.40 | 5,298 | 35.67 | ||||
| 2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 40,692 | 2.50 | 8,448 | 18.42 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 1,237,026 | 107.45 | 256,831 | 139.68 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 141 | 0.71 | 29 | 16.00 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,139 | 0.84 | 1,067 | 16.50 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 2,836 | 8.37 | 612 | 30.49 | ||||
| 2025-08-13 | 13F | Silphium资产管理有限公司 | 23,372 | 25.06 | 4,852 | 44.49 | ||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 1,112 | 231 | ||||||
| 2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 2,123 | 0.38 | 441 | 15.79 | ||||
| 2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 19,210 | 8.04 | 3,988 | 24.82 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 19,077 | 4.78 | 3,961 | 21.06 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 21,327 | 0.26 | 4,428 | 15.83 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 1,563 | 11.88 | 286 | 4.40 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 297,014 | 2.05 | 61,666 | 17.90 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 53,103 | 12.19 | 11 | 37.50 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 923 | 192 | ||||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 31,181 | 3.73 | 6,474 | 33.96 | ||||
| 2025-08-15 | 13F | 肯辛顿投资顾问有限责任公司 | 21,372 | 3.64 | 4,437 | 19.76 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 44 | 9 | ||||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 286,911 | 9.72 | 59,569 | 26.76 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 10,300 | 17.05 | 2,138 | 35.23 | |||
| 2025-06-27 | NP | XLG - Invesco S&P 500 Top 50 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 | 269,161 | 3.85 | 43,079 | -9.97 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 192,337 | 2.66 | 39,933 | 18.61 | ||||
| 2025-08-14 | 13F | 遗产财富管理有限公司 | 1,054 | 219 | ||||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 7,989 | 0.03 | 1,659 | 15.54 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 1,925 | 2.39 | 400 | 18.40 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 256,758 | 4.61 | 53,308 | 20.87 | ||||
| 2025-07-28 | 13F | 纳维特财富有限责任公司 | 12,036 | 0.49 | 2,499 | 18.33 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 704 | 21.80 | 127 | 16.67 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 5,177 | 0.04 | 1,075 | 15.48 | ||||
| 2025-07-14 | 13F | 扎根财富顾问公司 | 1,159 | 256 | ||||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 8,116 | 2.46 | 1,685 | 18.41 | ||||
| 2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 1,297 | 0 | ||||||
| 2025-08-26 | NP | TPLGX - T. Rowe Price 机构大盘核心成长基金 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 | 40,181 | 98.20 | 8,342 | 128.99 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 3,747 | 4.72 | 600 | -9.24 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 1,813 | 14.75 | 376 | 32.86 | ||||
| 2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 14,439 | 2,998 | ||||||
| 2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 8,601 | 1,786 | ||||||
| 2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 45,016 | 37.57 | 9,346 | 58.95 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 2,439 | 506 | ||||||
| 2025-07-22 | 13F | 全球资产咨询有限责任公司 | 4,115 | 866 | ||||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 4,937 | 57.58 | 918 | 62.88 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 1,395 | 290 | ||||||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 34,721 | 243.06 | 7,188 | 303.59 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 2,601 | 1.17 | 540 | 16.88 | ||||
| 2025-07-24 | 13F | 第一信托投资顾问公司 | 51,128 | 1.47 | 11 | 11.11 | ||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 1,315 | 1.08 | 289 | 23.61 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1,640 | 12.18 | 346 | 32.69 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 50,300 | 21.79 | 10,443 | 40.72 | |||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 71,573 | 11.52 | 14,860 | 28.84 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 1,503 | 312 | ||||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 46,600 | 331.48 | 9,675 | 398.71 | |||
| 2025-06-26 | NP | JHAC - 约翰汉考克基本全盘核心 ETF | 352 | 2.03 | 56 | -11.11 | ||||
| 2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 323,278 | 13.41 | 67,119 | 31.03 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 917 | 190 | ||||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 3,521 | 3.86 | 731 | 20.03 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 5,473 | 45.95 | 1,136 | 68.80 | ||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 30,006 | 1.31 | 6,230 | 17.04 | ||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 1,118 | 232 | ||||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 602 | 6.55 | 110 | 0.00 | ||||
| 2025-08-14 | 13F | 松港财富管理有限责任公司 | 1,541 | 0.59 | 320 | 16.36 | ||||
| 2025-07-09 | 13F | 西尔弗伯格伯恩斯坦资本管理有限责任公司 | 48,192 | 46.80 | 10,006 | 69.61 | ||||
| 2025-07-16 | 13F | 北橡树财富管理公司 | 21,004 | 5.99 | 4,361 | 22.44 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 4,171 | 7.53 | 866 | 24.10 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 261,671 | 14.00 | 54,328 | 31.71 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 1,805 | 44.86 | 375 | 67.71 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 1,924 | 17.17 | 399 | 35.25 | ||||
| 2025-08-27 | NP | USBOX - 梨树质量基金普通股 | 55,686 | 1.04 | 11,562 | 16.74 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 3,816 | 27.45 | 792 | 47.21 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 7,315 | 1.18 | 1,314 | -3.03 | ||||
| 2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 12,147 | 1.72 | 2,522 | 17.53 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 53,328 | 9.94 | 11,072 | 27.02 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 7,912 | 2.21 | 1,643 | 30.63 | ||||
| 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 | 5,441 | 358.77 | 1,130 | 430.05 | ||||
| 2025-08-07 | 13F | 蒂尔曼·哈特利有限责任公司 | 1,358 | 2.65 | 282 | 18.57 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 18,277 | 109.69 | 3,795 | 142.27 | ||||
| 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 | 8,000 | 128.57 | 1,661 | 164.33 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 340,506 | 26.95 | 70,696 | 46.67 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 168,878 | 33.54 | 35,062 | 71.00 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 25,600 | 5,315 | ||||||
| 2025-07-14 | 13F | 金州股权合伙人 | 8,050 | 10.74 | 1,671 | 27.95 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 175 | 1.16 | 37 | 16.13 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 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 | 2,332 | 10.73 | 484 | 28.04 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 26,826 | 14.81 | 4,905 | 7.12 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 97,568 | 0.76 | 20,257 | 16.42 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 73,146 | 0.09 | 15,186 | 15.64 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 1,207 | 250 | ||||||
| 2025-07-18 | 13F | 喀里多尼亚投资有限公司 | 489,450 | 6.18 | 101,566 | 22.55 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 482,477 | 0.76 | 88,221 | -5.99 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 3,824 | 5.08 | 794 | 21.44 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 6,485 | 24.93 | 1,346 | 44.42 | ||||
| 2025-08-14 | 13F | 嘉德财富管理有限公司 | 12,007 | 0.94 | 2,493 | 16.61 | ||||
| 2025-08-12 | 13F | 哈特兰顾问公司 | 15,136 | 2.92 | 3,143 | 18.93 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 800,012 | 1.29 | 128,042 | -12.19 | ||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 12,199 | 5.90 | 2,231 | -1.20 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 1,299 | 5.44 | 270 | 21.72 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 587,752 | 23.97 | 122 | 43.53 | ||||
| 2025-08-14 | 13F | BTG Pactual SA 银行 | 2,451 | 509 | ||||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 1,783 | 0.22 | 370 | 15.99 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 3,404 | 2.07 | 707 | 17.86 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 836,647 | 3.55 | 174 | 19.31 | ||||
| 2025-08-14 | 13F | 桑德勒资本管理公司 | Call | 33,900 | 7,038 | |||||
| 2025-08-27 | NP | RYSIX - 电子基金投资者类别 | 16,993 | 1.94 | 3,528 | 17.80 | ||||
| 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 | 39,163 | 1.73 | 8,131 | 17.53 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 101 | 17.44 | 21 | 40.00 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,496 | 8.25 | 274 | 1.11 | ||||
| 2025-08-12 | 13F | 向上战略财富投资顾问有限公司 | 2,569 | 69.01 | 533 | 95.24 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 3,747 | 1.43 | 782 | 17.27 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 1,579 | 3.95 | 328 | 20.22 | ||||
| 2025-08-01 | 13F | 亚历山大实验室有限公司 | 1,047 | 217 | ||||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 7,125 | 0.27 | 1,479 | 15.91 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 47 | 67.86 | 10 | 80.00 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,063,855 | 2.68 | 220,878 | 18.63 | ||||
| 2025-07-15 | 13F | 科维亚金融 | 229,430 | 52.09 | 47,634 | 75.73 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 222,062 | 6.20 | 46,105 | 22.71 | ||||
| 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 | 986,818 | 2.58 | 204,883 | 18.52 | ||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 763,621 | 15.87 | 158,543 | 33.88 | ||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 5,678 | 40.86 | 1,230 | 84.41 | ||||
| 2025-07-23 | 13F | 贝内特财富管理公司 | 1,801 | 0.06 | 374 | 15.48 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 1,351 | 1.12 | 280 | 16.67 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 4,205 | 4.42 | 756 | 0.00 | ||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 31 | 6 | ||||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 10,176 | 28.03 | 2,113 | 47.90 | ||||
| 2025-08-22 | NP | QTUM - Defiance 量子 ETF | 96,842 | 13.36 | 20,106 | 30.98 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 265,933 | 2.41 | 55,213 | 18.32 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 9,954 | 6.21 | 2,067 | 22.68 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 2,779 | 6.68 | 577 | 23.08 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 16,028 | 0.53 | 3,328 | 16.17 | ||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 4,233 | 5.83 | 879 | 22.28 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 3,234 | 0.06 | 671 | 15.69 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 500 | 104 | |||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 2,326 | 86.98 | 490 | 121.27 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 880,583 | 0.50 | 182,827 | 16.12 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 3,300 | 106.25 | 593 | 97.67 | |||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 3,700 | 32.14 | 665 | 26.48 | |||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 6,808 | 4.59 | 1,413 | 20.87 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,062 | 220 | ||||||
| 2025-08-05 | 13F | 托丽有限公司 | 131,793 | 30.36 | 27,363 | 50.61 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 90 | 16 | ||||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 16,909 | 257.71 | 3,511 | 313.43 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 650 | 225.00 | 135 | 252.63 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 209 | 33 | ||||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 104,330 | 13.61 | 21,661 | 31.26 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 4,993 | 5.32 | 1,037 | 21.60 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通美国科技领袖基金 Y 级 | 1,892 | 200.32 | 393 | 246.90 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 49,239 | 2.39 | 10,223 | 18.31 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 价值优势投资组合 I 类 | 48,674 | 6.22 | 10,106 | 22.72 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 6,468 | 23.96 | 1 | |||||
| 2025-08-12 | 13F | 美国世纪公司 | 703,324 | 255.75 | 146,025 | 311.03 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 17,791 | 1.15 | 2,847 | -12.29 | ||||
| 2025-08-11 | 13F | Gr金融集团有限公司 | 1,539 | 0.72 | 319 | 16.42 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1,000 | 0 | ||||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 257,404 | 30.44 | 53,443 | 50.70 | ||||
| 2025-08-14 | 13F | 护身符财富顾问有限责任公司 | 1,871 | 7.65 | 388 | 24.36 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 3,005 | 29.08 | 624 | 49.04 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 123,249 | 20.00 | 25,589 | 38.64 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 106 | 22 | ||||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 25,786,804 | 1.95 | 5,353,856 | 17.79 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON AB 相对价值投资组合 | 14,508 | 4.87 | 3,012 | 21.21 | ||||
| 2025-03-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | Short | -6,734 | -1,243 | |||||
| 2025-08-08 | 13F | 布罗根金融公司 | 4,451 | 0.02 | 924 | 15.64 | ||||
| 2025-08-25 | NP | EVTMX - Eaton Vance Dividend Builder Fund A 类 | 69,600 | 27.24 | 14,450 | 47.01 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 642 | 7.72 | 133 | 24.30 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,458 | 9.84 | 4,838 | 2.48 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 33,192 | 332.13 | 6,873 | 407.61 | ||||
| 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 | 1,252,826 | 11.47 | 260,112 | 28.79 | ||||
| 2025-06-30 | NP | VADGX - Vanguard Advice 选择股息增长基金 Admiral Shares | 242,422 | 27.57 | 38,800 | 10.60 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 254,200 | 55.66 | 52,640 | 82.81 | |||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 75,751 | 115.82 | 15,727 | 149.36 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 214,000 | 28.45 | 44,315 | 50.85 | |||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 75 | 1.35 | 15 | 15.38 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 2,372 | 8.06 | 492 | 24.87 | ||||
| 2025-06-27 | NP | SOXL - Direxion 每日半导体牛市 3 倍股票 | 2,915,040 | 43.07 | 466,552 | 24.04 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 5 | 1 | ||||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 13,946 | 33.11 | 2,550 | 24.21 | ||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 1,344 | 279 | ||||||
| 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 | 35 | 16.67 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,966 | 6.67 | 408 | 23.26 | ||||
| 2025-08-12 | 13F | 钻石山资本管理公司 | 3,562,295 | 3.54 | 739,604 | 19.62 | ||||
| 2025-07-29 | 13F | 阿恩霍德有限责任公司 | 19,387 | 4,025 | ||||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 38,631 | 1.88 | 6,183 | -11.67 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 46,216 | 12.15 | 9,596 | 29.56 | ||||
| 2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 551,178 | 9.38 | 88,216 | -5.18 | ||||
| 2025-08-08 | 13F | 灯塔港财富顾问公司 | 34,967 | 7,260 | ||||||
| 2025-08-13 | 13F | NZS 资本有限责任公司 | 436,139 | 8.42 | 90,551 | 25.27 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -241 | -50 | |||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 596 | 10.58 | 95 | -4.04 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 20,336 | 0.18 | 3,718 | -6.54 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 36,436 | 9.98 | 7,565 | 27.06 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 138,014 | 4.03 | 28,654 | 20.20 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 17,710 | 1.22 | 3,687 | 16.94 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 125,711 | 3.59 | 26,100 | 19.69 | ||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 1,480 | 0.34 | 307 | 15.85 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 7,265 | 13.57 | 1,508 | 31.24 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 7,518 | 7.38 | 1,561 | 24.01 | ||||
| 2025-08-14 | 13F | Uniplan 投资顾问公司 | 115 | 24 | ||||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 931,072 | 10.31 | 193,303 | 27.44 | ||||
| 2025-08-28 | NP | TPHE - Timothy Plan 高股息股票增强型 ETF | 1,206 | 250 | ||||||
| 2025-08-07 | 13F | 米德资产管理公司 | 85,548 | 12.12 | 17,761 | 29.54 | ||||
| 2025-04-14 | 13F | 格林斯普林顾问有限责任公司 | 1,350 | 243 | ||||||
| 2025-08-18 | NP | ULTRA 系列基金 - 大盘成长基金 I 类 | 43,274 | 15.87 | 8,985 | 33.87 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 16 | 3 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 13,910 | 8.01 | 2,543 | 0.75 | ||||
| 2025-07-29 | 13F | 帕尔默·奈特公司 | 28,027 | 0.37 | 5,819 | 15.97 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 10,692 | 4.91 | 1,711 | -9.04 | ||||
| 2025-08-26 | NP | JTEK - 摩根大通美国科技领袖ETF | 183,327 | 259.13 | 38,062 | 314.94 | ||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 7,854 | 130.05 | 1,628 | 165.58 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 42,715 | 32.56 | 7,810 | 23.67 | ||||
| 2025-08-26 | NP | PDIAX - Virtus Rampart 增强型核心股票基金 A 类 | 9,017 | 4.46 | 1,872 | 20.70 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 81,000 | 10.81 | 16,817 | 28.02 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 25,402 | 5,274 | ||||||
| 2025-08-13 | 13F | 顶点规划合作伙伴有限责任公司 | 1,565 | 0.13 | 325 | 15.71 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 8,700 | 128.95 | 1,806 | 164.81 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 106,450 | 15.59 | 22,101 | 33.56 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | Put | 62 | 16.98 | |||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 147,000 | 21.59 | 30,520 | 40.48 | |||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 152,500 | 9.01 | 31,662 | 25.94 | |||
| 2025-08-26 | NP | PRDGX - T. Rowe 价格股息增长基金, Inc. 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 | 901,988 | 6.07 | 187,271 | 22.55 | ||||
| 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 | 70,794 | 2.76 | 12,945 | -4.13 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 2,319 | 241.53 | 481 | 294.26 | ||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 3,598 | 12.33 | 747 | 29.74 | ||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 219,111 | 0.50 | 40,064 | -6.24 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 4,662 | 7.79 | 1,023 | 57.96 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 6,564 | 47.21 | 1,363 | 70.04 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 52,565 | 294.66 | 10,914 | 356.04 | ||||
| 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 | 169,945 | 1.98 | 35,284 | 17.82 | ||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 2,148 | 2.04 | 446 | 17.72 | ||||
| 2025-08-07 | 13F | 指导资本公司 | 5,621 | 1.21 | 1,017 | 11.28 | ||||
| 2025-08-13 | 13F | 第1832章 | 186,896 | 28.82 | 38,803 | 48.83 | ||||
| 2025-08-14 | 13F | 资本与规划有限责任公司 | 3,449 | 716 | ||||||
| 2025-07-25 | 13F | CWM有限公司 | 99,725 | 10.92 | 21 | 25.00 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 7,740 | 17.93 | 1,415 | 10.03 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 1,358 | 6.85 | 282 | 23.25 | ||||
| 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 | 14,237 | 3.14 | 2,603 | -3.77 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 22,454 | 33.21 | 4,662 | 47.50 | ||||
| 2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 1,950 | 6.85 | 405 | 23.55 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 4,239 | 880 | ||||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 60,097 | 6.89 | 10,989 | -0.28 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 2,894 | 0.38 | 601 | 15.83 | ||||
| 2025-08-06 | 13F | 罗斯柴尔德公司英国财富管理有限公司 | 1,291,320 | 0.28 | 268,104 | 15.86 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 500 | 66.67 | 104 | 94.34 | ||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 326,179 | 0.19 | 67,721 | 15.76 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 2,886 | 9.82 | 599 | 26.91 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 5,200 | 7.50 | 1,080 | 24.17 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 300 | 62 | ||||||
| 2025-08-13 | 13F | 三井住友金融集团 | Call | 3,900 | 90 | |||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 20,512 | 23.26 | 4,259 | 42.41 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | Put | 11,000 | 117 | |||||
| 2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 1,413 | 20.46 | 293 | 39.52 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 2,596 | 13.16 | 415 | -1.89 | ||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 1,389 | 7.18 | 288 | 24.14 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 7,355 | 11.36 | 1,527 | 28.75 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 214 | 44 | ||||||
| 2025-08-13 | 13F | 智能财富有限责任公司 | 1,644 | 2.24 | 341 | 18.40 | ||||
| 2025-07-29 | 13F | 雷莫尔社区银行 | 4,435 | 24.75 | 921 | 44.20 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 62,782 | 13,035 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 31,806 | 425.11 | 6,604 | 506.89 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 45,197 | 5.90 | 9,384 | 22.35 | ||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 162 | 2,214.29 | 34 | 3,200.00 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 48,000 | 9,966 | ||||||
| 2025-08-14 | 13F | 采石场LP | 397 | 82 | ||||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 51,916 | 39.71 | 10,779 | 61.42 | ||||
| 2025-07-23 | 13F | 内布拉斯加州财富管理 | 6,922 | 0.67 | 1,434 | 16.03 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 11,058 | 2,296 | ||||||
| 2025-08-29 | 13F | 半人马座金融公司 | 2,587 | 10.32 | 1 | |||||
| 2025-07-23 | 13F | 增值金融有限责任公司 | 1,607 | 1.90 | 334 | 17.67 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 3,925 | 0.18 | 815 | 15.63 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 853,514 | 12.32 | 177,183 | 32.23 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 312,400 | 3.44 | 64,860 | 19.52 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 452,400 | 24.66 | 93,927 | 44.03 | |||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 23,152 | 53.05 | 4,233 | 42.81 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,436 | 1.13 | 298 | 16.86 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -99 | -21 | |||||
| 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 | 3,377 | 27.05 | 617 | 18.65 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 38,694 | 120.37 | 8,034 | 154.61 | ||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 625 | 4.17 | 130 | 20.56 | ||||
| 2025-08-18 | 13F | 惠灵顿资本管理公司 | 11,800 | 2 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 10,610 | 83.66 | 2,203 | 112.14 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | 24,503 | 0.86 | 5,087 | 16.54 | ||||
| 2025-08-26 | NP | UDI - USCF 股息收入基金 | 377 | 9.59 | 78 | 27.87 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 221,897 | 242.63 | 46,070 | 295.89 | ||||
| 2025-08-14 | 13F | 目的地财富管理 | 3,058 | 84.77 | 635 | 113.47 | ||||
| 2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,806,017 | 19.15 | 878,780 | 11.16 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 115,008 | 118.53 | 23,878 | 152.49 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 7,841 | 48.11 | 1,628 | 71.08 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 34,900 | 71.92 | 7,246 | 98.66 | |||
| 2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 12,855 | 0.03 | 2,669 | 15.59 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 48,300 | 60.47 | 10,028 | 85.43 | |||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 108,996 | 10.10 | 22,630 | 27.21 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 1,722 | 0.23 | 358 | 17.82 | ||||
| 2025-06-25 | NP | BKCG——纽约梅隆银行集中增长ETF | 15,241 | 2,439 | ||||||
| 2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 136 | 36.00 | 22 | 16.67 | ||||
| 2025-07-09 | 13F | 定义财富管理有限公司 | 2,566 | 0.67 | 533 | 16.16 | ||||
| 2025-08-28 | NP | KOID——KraneShares 全球类人生物和具身智能指数 ETF | 987 | 205 | ||||||
| 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 | 20,234 | 5.65 | 4,201 | 22.06 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 29,234 | 6.83 | 6,070 | 23.43 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 94,476 | 2.18 | 19,615 | 18.06 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 4,203 | 2.14 | 873 | 18.00 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 1,136 | 236 | ||||||
| 2025-08-14 | 13F | 三尾财富管理有限公司 | 1,106 | 205 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 4,068 | 4.15 | 845 | 20.40 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 3,069 | 34.55 | 637 | 55.75 | ||||
| 2025-07-22 | 13F/A | Elser 财务规划有限公司 | 1,417 | 16.72 | 294 | 34.86 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林收入焦点 ETF | 10,654 | 9.38 | 2,212 | 30.37 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 17,727 | 5.58 | 3,680 | 21.98 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 4,015 | 11.78 | 643 | -3.17 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 858 | 102.36 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 12,619 | 39.33 | 2,620 | 60.97 | ||||
| 2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 1,273 | 0.08 | 264 | 15.79 | ||||
| 2025-08-14 | 13F | 艾尔伍德资本合伙公司 | 29,308 | 16.38 | 6,085 | 34.45 | ||||
| 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 | 913,762 | 2.64 | 167,081 | -4.24 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 5,854 | 63.52 | 1,215 | 88.96 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林股息上涨 VIP 基金 1 级 | 208,760 | 4.28 | 43,343 | 20.48 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 910 | 42.19 | 189 | 63.48 | ||||
| 2025-05-29 | NP | JAFGX - 资本增值信托资产净值 | 16,790 | 3,017 | ||||||
| 2025-05-30 | NP | 高地浮动利率机会基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 12,754 | 5.91 | 2,041 | -8.19 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 5,771 | 139.86 | 1,198 | 177.31 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 6,446 | 12.52 | 1,338 | 30.03 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 10,400 | 9.31 | 2,159 | 26.33 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 164,511 | 34,156 | ||||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 397 | 30.59 | 82 | 51.85 | ||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 210 | 0.48 | 44 | 16.22 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 10,000 | 2,076 | |||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 1,316 | 273 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 20,134 | 24.95 | 4,180 | 44.39 | ||||
| 2025-08-08 | 13F | OmniStar 金融集团公司 | 6,964 | 14.78 | 1,446 | 32.08 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | 8,512 | 1,767 | ||||||
| 2025-03-28 | NP | PWV - 景顺动态大盘价值 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 | 172,926 | 11.91 | 31,924 | 1.69 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 101,886 | 82.94 | 21,154 | 111.36 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 142,111 | 8.35 | 29,505 | 25.19 | ||||
| 2025-08-14 | 13F | 科布勒资本管理有限公司 | 1,617 | 300 | ||||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 2,424 | 94.39 | 388 | 68.26 | ||||
| 2025-06-27 | NP | FEVAX - 第一鹰美国价值基金 A 类 | 144,465 | 20.87 | 23,122 | 4.79 | ||||
| 2025-07-07 | 13F | 惠理投资公司 | 4,416 | 11.21 | 915 | 28.15 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 1,628 | 0.31 | 351 | 22.73 | ||||
| 2025-04-29 | NP | INYDX - 胜利先锋纪律增长基金Y类 | 312,776 | 61,301 | ||||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 62,607 | 1.63 | 12,998 | 17.43 | ||||
| 2025-07-22 | 13F | WJ 利益有限责任公司 | 2,018 | 419 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 2,392 | 2.31 | 497 | 18.10 | ||||
| 2025-08-07 | 13F/A | 贝尔投资咨询有限公司 | 5,261 | 969 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 595,378 | 5.26 | 95,290 | -8.74 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 67 | 131.03 | 14 | 160.00 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 8,224 | 28.70 | 1,504 | 20.05 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 23,704 | 18.09 | 4,193 | 25.55 | ||||
| 2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,222,316 | 1.69 | 1,499,497 | 17.49 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 13,201 | 2,113 | ||||||
| 2025-06-25 | NP | TMSRX - T. Rowe Price 多策略总回报基金 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 | 600 | 96 | ||||||
| 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 1,233 | 260 | ||||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 4,464,931 | 12.79 | 927,009 | 30.31 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 1,218 | 6.65 | 223 | -0.45 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 73,651 | 121.75 | 15,298 | 160.75 | ||||
| 2025-07-24 | 13F | 玛瑙通行证投资管理有限公司 | 14,072 | 18.97 | 2,922 | 37.46 | ||||
| 2025-08-25 | NP | MBCGX - MassMutual 选择蓝筹成长基金 A 类 | 16,871 | 93.56 | 3,503 | 123.63 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 7,500 | 74.42 | 1,557 | 101.68 | |||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 57,142 | 48.36 | 11,864 | 71.41 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 3,491 | 8.52 | 725 | 25.26 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 2,324 | 483 | ||||||
| 2025-08-05 | 13F | 科顿资本公司 | 1,253 | 260 | ||||||
| 2025-08-14 | 13F | 山顶控股公司 | 21,029 | 4.44 | 4,366 | 20.67 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 2,133 | 0.47 | 443 | 16.01 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 8,900 | 21.92 | 1,848 | 40.88 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 236,829 | 7.92 | 49 | 25.64 | ||||
| 2025-08-13 | 13F | 钱宁资本管理有限公司 | 58,534 | 4.01 | 12,153 | 20.17 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 397 | 61.38 | 82 | 86.36 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 1,770,572 | 8.42 | 367,605 | 25.27 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 8,085 | 1.32 | 1,478 | -5.50 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 58,260 | 10.58 | 12,096 | 27.77 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 480,000 | 99,658 | ||||||
| 2025-07-31 | 13F | DDD 合作伙伴有限责任公司 | 57,660 | 11,971 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 125 | 8.70 | 20 | -4.76 | ||||
| 2025-07-22 | 13F | 银湖咨询有限责任公司 | 1,526 | 0.53 | 317 | 16.18 | ||||
| 2025-04-17 | 13F | 克鲁姆卢比公司 | 2,007 | 0.15 | 361 | -4.00 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 3,500,474 | 117.13 | 726,768 | 150.87 | ||||
| 2025-08-05 | 13F | 北角财富管理有限公司 | 11,206 | 1.41 | 2,327 | 17.18 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 6,068 | 2.99 | 1,260 | 19.00 | ||||
| 2025-07-30 | 13F | 施瓦茨投资顾问公司 | 488,900 | 0.02 | 101,505 | 15.56 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 757,264 | 47.70 | 157,223 | 70.65 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 3,310 | 1.38 | 687 | 17.24 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 179,084 | 62.97 | 37,181 | 88.29 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 230,856 | 1.24 | 47,930 | 16.97 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 3,279,927 | 9.62 | 680,978 | 26.65 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 651 | 82.87 | 13,516 | 111.29 | |||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 35 | 7 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 1,533 | 75.40 | 31,828 | 102.66 | |||
| 2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 23,559 | 238.59 | 4,891 | 291.28 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 59,950 | 23.28 | 12,447 | 42.44 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 191,532 | 15.61 | 39,766 | 33.57 | ||||
| 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 | 1,346 | 83.13 | 279 | 111.36 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 18,455 | 5.62 | 3,832 | 22.05 | ||||
| 2025-08-12 | 13F | CFC 规划有限公司 | 14,820 | 3.61 | 3,077 | 19.69 | ||||
| 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 | 4,088 | 1,285.76 | 849 | 1,441.82 | ||||
| 2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 1,084,850 | 7.98 | 225,237 | 24.76 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 1,087 | 226 | ||||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 19,596 | 115.03 | 4,068 | 148.50 | ||||
| 2025-08-13 | 13F | 黑钻财富管理公司 | 1,959 | 15.24 | 412 | 41.10 | ||||
| 2025-05-13 | 13F | 蒙德里安投资伙伴有限公司 | 754,199 | 0.67 | 135,530 | -2.01 | ||||
| 2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 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 | 7,171 | 4.90 | 1,148 | -9.04 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 2,438 | 73.03 | 506 | 100.00 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 23,808 | 128.73 | 4,943 | 164.33 | ||||
| 2025-08-13 | 13F | 温斯洛资本管理有限公司 | 1,650,199 | 11.79 | 342,614 | 29.16 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 6,649 | 3.92 | 1,380 | 20.10 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 8,132 | 64.02 | 1,688 | 89.66 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 19,013 | 2.54 | 3,947 | 18.49 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 14,062 | 40.06 | 2,920 | 61.81 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 4,192 | 260.76 | 870 | 318.27 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 117,745 | 2.29 | 24,446 | 18.18 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 186 | 20.78 | 39 | 40.74 | ||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 1,276 | 265 | ||||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 447,199 | 13.35 | 92,847 | 30.96 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 96,258 | 0.19 | 17,601 | -6.53 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 216,868 | 22.62 | 45,026 | 41.67 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 1,623 | 357 | ||||||
| 2025-07-28 | NP | SOXQ - Invesco PHLX 半导体 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 | 91,044 | 3.09 | 16,647 | -3.82 | ||||
| 2025-08-27 | NP | ARTLX - Artisan 价值基金投资者股票 | 46,567 | 10.43 | 9,668 | 27.60 | ||||
| 2025-08-28 | NP | SPGSX - State Street Premier Growth 股票 VIS 基金 1 类股票 | 1,744 | 362 | ||||||
| 2025-07-17 | 13F | 圣约资产管理有限责任公司 | 8,423 | 0.21 | 1,749 | 15.76 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 9,410 | 7.74 | 1,954 | 24.47 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 5,919 | 3.37 | 1,229 | 19.46 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 4,080 | 40.21 | 738 | 61.98 | ||||
| 2025-07-21 | 13F | 丰盛财富顾问 | 6,275 | 0.54 | 1 | 0.00 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 4,133 | 26.24 | 858 | 45.92 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 20,065 | 4,166 | ||||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 3,268 | 8.28 | 679 | 25.09 | ||||
| 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 | 88,560 | 1.73 | 18,387 | 17.53 | ||||
| 2025-07-25 | 13F | SPC 金融公司 | 3,802 | 0.32 | 789 | 15.86 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 203 | 42 | ||||||
| 2025-08-05 | 13F | 美国高级投资管理研究所有限责任合伙 | 985 | 205 | ||||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 31 | 5 | ||||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 295,298 | 9.25 | 47,262 | -5.28 | ||||
| 2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 1,863 | 2.53 | 387 | 18.40 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿收入基金 (a) | 70,000 | 75.00 | 14,533 | 102.18 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 27,586 | 156.81 | 5,727 | 196.74 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 114,148 | 23,699 | ||||||
| 2025-08-27 | NP | TACLX - Touchstone 大盘基金 A 类 | 48,140 | 0.31 | 9,995 | 15.90 | ||||
| 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 | 7,611 | 238.72 | 1,580 | 292.06 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 525,000 | 96.41 | 109,001 | 126.92 | |||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 3,923 | 8.79 | 814 | 25.62 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 35,991 | 244.64 | 7,472 | 298.29 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,345 | 24.64 | 1,176 | 8.10 | ||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 1,203 | 250 | ||||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 750 | 78.15 | 156 | 106.67 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 339 | 0.30 | 0 | |||||
| 2025-08-08 | 13F | KBC 集团 | 161,569 | 4.49 | 34 | 22.22 | ||||
| 2025-07-23 | 13F | 阿布舍尔财富管理有限公司 | 3,728 | 3.61 | 774 | 19.81 | ||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 2,028 | 0.25 | 421 | 15.98 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 7,498,333 | 5.78 | 1,557 | 22.23 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 3,805 | 3.42 | 790 | 19.36 | ||||
| 2025-07-29 | 13F | 卡夫戴维斯联合有限责任公司 | 1,581 | 10.56 | 299 | 43.06 | ||||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 162,072 | 0.14 | 25,940 | -13.18 | ||||
| 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 | 301,379 | 3.12 | 55,107 | -3.80 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 16,334 | 26.13 | 2,957 | 27.13 | ||||
| 2025-07-29 | 13F | 哈姆林资本管理有限责任公司 | 1,030,894 | 14.23 | 214,034 | 31.98 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 22,224,770 | 1.27 | 4,595,478 | 16.88 | ||||
| 2025-07-30 | NP | BIGTX - 德克萨斯州基金 I 类 | 1,205 | 15.31 | 220 | 4.76 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 248,019 | 16.01 | 51,494 | 34.04 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -20,990 | -12.63 | -4,358 | 0.95 | |||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 3,065 | 25.92 | 636 | 45.54 | ||||
| 2025-08-13 | 13F | 财务自由有限责任公司 | 1,195 | 0.50 | 248 | 16.43 | ||||
| 2025-05-29 | NP | GRZZX-Leuthold Grizzly Short基金 | Short | -2,082 | -374 | |||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 29,900 | 19.12 | 6,208 | 37.63 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 1,048 | 2.34 | 218 | 17.93 | ||||
| 2025-08-07 | 13F | 卡希尔财务顾问公司 | 1,250 | 0.32 | 259 | 16.14 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 161 | 3.87 | 33 | 43.48 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 3,069 | 6.75 | 576 | 11.43 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 430,579 | 8.99 | 78,731 | 1.69 | ||||
| 2025-07-29 | 13F | 天鹅全球投资有限公司 | 1,217 | 253 | ||||||
| 2025-07-23 | 13F | TPG 财务顾问有限责任公司 | 1,055 | 219 | ||||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 5,401 | 1.43 | 1,121 | 17.26 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 99 | 4.21 | 21 | 17.65 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 21,923 | 8.94 | 4,552 | 25.86 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 7,264 | 16.09 | 1,163 | 0.61 | ||||
| 2025-08-14 | 13F | 岩点顾问有限责任公司 | 33,847 | 79.56 | 7,027 | 107.47 | ||||
| 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 | 461,562 | 0.75 | 95,830 | 16.40 | ||||
| 2025-08-08 | 13F | 华尔街访问资产管理有限责任公司 | 2,511 | 521 | ||||||
| 2025-07-22 | 13F | 永利资本有限责任公司 | 5,350 | 0.85 | 1,111 | 16.47 | ||||
| 2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 333 | 69 | ||||||
| 2025-06-26 | NP | TGLR - LAFFER|TENGLER 股票收益 ETF | 2,254 | 6.52 | 361 | -7.69 | ||||
| 2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 14,072 | 457 | ||||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 1,509 | 313 | ||||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 4,467 | 0.99 | 928 | 16.75 | ||||
| 2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 1,498 | 44.73 | 240 | 25.13 | ||||
| 2025-08-26 | NP | NOLVX - 北方大盘价值基金 | 180 | 37 | ||||||
| 2025-08-13 | 13F | 金融复仇者公司 | 525 | 0.57 | 109 | 16.13 | ||||
| 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 | 8,475 | 1.17 | 1,550 | -5.61 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 374,385 | 107.77 | 78 | 140.63 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 7,007 | 0.79 | 1,455 | 16.41 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 3,377 | 701 | ||||||
| 2025-07-23 | 13F | 阿卡托资本管理有限责任公司 | 1,045 | 217 | ||||||
| 2025-08-28 | NP | LGLV - SPDR SSGA 美国大盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,510 | 25.33 | 7,788 | 44.79 | ||||
| 2025-07-29 | NP | FEGE-First Eagle全球股票ETF | 16,484 | 229.81 | 3,014 | 207.87 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 209 | 38.41 | 43 | 59.26 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -217 | -45 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 61,981 | 1.79 | 9,920 | -11.74 | ||||
| 2025-08-08 | 13F | 枫树资本管理公司 | 232,753 | 3.50 | 48,324 | 19.59 | ||||
| 2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 598 | 0.17 | 96 | -13.64 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 8,896 | 1,837 | ||||||
| 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 | 131,100 | 3.40 | 20,983 | -10.35 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 11,434 | 28.67 | 2,374 | 48.75 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 50 | 9 | ||||||
| 2025-07-17 | 13F | 人民金融服务公司 | 202 | 42 | ||||||
| 2025-08-07 | 13F | 达美财务顾问有限公司 | 1,050 | 218 | ||||||
| 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 | 942 | 18.49 | 151 | 2.74 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 399,005 | 1.04 | 82,841 | 16.74 | ||||
| 2025-07-17 | 13F | 斯巴达计划与财富管理 | 1,729 | 359 | ||||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,090 | 1.71 | 2,735 | -11.83 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 35,327 | 1.53 | 7,335 | 17.31 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 47 | 571.43 | 10 | 800.00 | ||||
| 2025-08-14 | 13F | 哈里斯联合有限合伙人 | 48,740 | 1.66 | 10,119 | 17.46 | ||||
| 2025-06-30 | NP | VDIGX - 先锋股息增长基金投资者股票 | 8,542,215 | 20.10 | 1,367,182 | 4.12 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 1,291 | 4.70 | 268 | 21.27 | ||||
| 2025-07-30 | NP | EQTIX - 谢尔顿核心价值基金直接股票 | 29,700 | 10.00 | 5,431 | 2.63 | ||||
| 2025-08-14 | NP | FLMFX - MUIRFIELD FUND 零售类 | 37,557 | 37.63 | 7,798 | 59.03 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 37,670 | 2.20 | 7,821 | 18.09 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 141,864 | 10.78 | 29,454 | 27.99 | ||||
| 2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 971 | 202 | ||||||
| 2025-09-03 | 13F | 美国信托 | 16,571 | 3.75 | 3,440 | 19.86 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 7,417 | 1.73 | 1,540 | 17.48 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 4,331 | 33.02 | 899 | 53.68 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 55 | 14.58 | 10 | 0.00 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 61,140 | 9.15 | 12,694 | 26.10 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 22,857 | 64.89 | 5 | 100.00 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 24,300 | 12.50 | 5,045 | 29.99 | |||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 408 | 129.21 | 85 | 170.97 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 197,734 | 0.37 | 36,156 | -6.36 | ||||
| 2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 1,403 | 2.78 | 291 | 18.78 | ||||
| 2025-07-23 | 13F | 司法部有限责任公司 | 4,740 | 721 | ||||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 61,824 | 9.33 | 9,895 | -5.22 | ||||
| 2025-07-21 | 13F | 铂金投资管理有限公司 | 6,289 | 177.05 | 1,306 | 220.64 | ||||
| 2025-08-05 | 13F | Palogic 价值管理有限合伙人 | 4,724 | 6.16 | 981 | 22.65 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 9,746 | 131.61 | 2,018 | 172.33 | ||||
| 2025-07-22 | 13F | DB Root 有限公司 | 1,007 | 209 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 78,790 | 1.86 | 16,358 | 17.68 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 482,564 | 2.16 | 100,190 | 18.03 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 321,809 | 36.41 | 66,814 | 57.60 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 1,655 | 0 | ||||||
| 2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 7,271 | 6.68 | 1,164 | -7.55 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 29 | 6 | ||||||
| 2025-08-06 | 13F | 吉纳斯资本管理公司 | 19,376 | 0.13 | 4,023 | 15.67 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 17,109 | 21.75 | 3,238 | 28.20 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | Put | 4,000 | 33.33 | 830 | 53.99 | |||
| 2025-07-22 | 13F | 达文波特有限公司 | 52,350 | 9.37 | 10,868 | 26.40 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 248,414 | 2.97 | 51,576 | 18.97 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 7,877 | 24.11 | 1,635 | 43.42 | ||||
| 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 | 67,282 | 25.09 | 10,768 | 8.45 | ||||
| 2025-08-14 | 13F | 卡迪夫公园顾问有限公司 | 1,286 | 0.08 | 267 | 16.09 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 7,626 | 3.87 | 1,583 | 20.02 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 55,500 | 2,983.33 | 11,523 | 3,467.18 | |||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 1,928,997 | 81.48 | 400,486 | 109.68 | ||||
| 2025-07-28 | 13F | 花岗岩集团顾问有限公司 | 14,005 | 8.66 | 2,908 | 25.52 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类 | 16,587 | 7.02 | 3,444 | 23.63 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 16,900 | 3,509 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 12,400 | 2,574 | ||||||
| 2025-08-12 | 13F | 绗缝公司 | 1,636 | 340 | ||||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -125,545 | 124.67 | -26,066 | 159.59 | |||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 25,450 | 12.53 | 5,246 | 30.21 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 14 | 3 | ||||||
| 2025-07-17 | 13F | 翡翠顾问有限责任公司 | 6,413 | 9.01 | 1,332 | 25.92 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 10,722,579 | 28.09 | 2,226,222 | 47.99 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 7,045 | 9.60 | 1,463 | 26.58 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 641,330 | 72.00 | 133,157 | 98.73 | ||||
| 2025-07-17 | 13F | 坎贝尔纽曼资产管理公司 | 169,980 | 35.64 | 35,291 | 56.71 | ||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 4,024 | 5.01 | 835 | 21.37 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 3,210 | 6.75 | 666 | 23.33 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 84 | 44.83 | 18 | 80.00 | ||||
| 2025-08-12 | 13F | 波士顿研究与管理公司 | 1,060 | 0 | ||||||
| 2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 1,217 | 29.47 | 253 | 50.00 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 13,599 | 180.33 | 2,823 | 224.11 | ||||
| 2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 1,320 | 274 | ||||||
| 2025-05-09 | NP | 优势顾问 Xanthus 基金有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 13,395 | 15.57 | 28 | 35.00 | ||||
| 2025-08-06 | 13F | 金塞尔资本集团公司 | 51,464 | 11.46 | 10,685 | 28.77 | ||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 20,293 | 0.09 | 4 | 33.33 | ||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 8,960 | 94.36 | 1,860 | 124.64 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 45,402 | 4.23 | 8,302 | -2.76 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 5,036 | 2.19 | 1,046 | 18.08 | ||||
| 2025-08-12 | 13F | JMG金融集团有限公司 | 1,000 | 208 | ||||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 11,681 | 0.87 | 2,425 | 16.59 | ||||
| 2025-03-27 | NP | IHGIX - 哈特福德股息和增长基金 A 类 | 1,495,258 | 0.16 | 276,040 | -8.99 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 127,710 | 75.78 | 26,515 | 103.10 | ||||
| 2025-08-14 | 13F | 圆财富管理有限公司 | 13,879 | 56.17 | 2,882 | 80.51 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 610,741 | 33.83 | 126,802 | 54.62 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 782,918 | 16.41 | 162,551 | 34.49 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 1,020,196 | 27.49 | 211,813 | 47.30 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 993 | 206 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 2,676,100 | 110.68 | 555,612 | 143.42 | |||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 2,240 | 465 | ||||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 16,244 | 0.01 | 3,373 | 15.56 | ||||
| 2025-04-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 25,304 | 4,959 | ||||||
| 2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 4,018 | 0.35 | 834 | 15.99 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 263,700 | 279.42 | 54,749 | 338.38 | |||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 36,208 | 14.01 | 6,621 | 6.36 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 134,100 | 87.03 | 27,842 | 116.09 |
