机构和基金投资人持股 - 买家
在安达有限公司中开设新头寸的主要持有者包括 Glenmede投资管理有限公司, 中西部信托公司, 瑞索纳资产管理有限公司, ABCAX - 美国灯塔伦敦公司收益股票基金 A 类, 康帕斯资本管理公司, EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类, 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF, AVEGX - 万福玛利亚成长基金, 瑞穗证券美国有限公司, PCEQX - 胜利先锋股票收益基金C类, 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级, MASTERINVEST 资本投资有限公司, PGSYX - 胜利先锋全球股票基金Y类, PCBCX - 胜利先锋平衡基金C类, 自由日解决方案有限责任公司, 同心资本策略有限合伙人, Point72（迪拜国际金融中心）有限公司, 信号顾问财富有限责任公司, FT Vest 总回报收益基金：B1 系列, 和 S-Bank基金管理有限公司 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 3,680 | 56.93 | 994 | 46.18 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 1,337 | 1.13 | 387 | -3.01 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 81,723 | 0.33 | 23,677 | -3.75 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 2,431 | 25.12 | 704 | 20.14 | ||||
| 2025-08-21 | NP | FVALX - Forester 价值基金 N 级 | 230 | 35.29 | 67 | 29.41 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 10,881 | 3,152 | ||||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 3,441 | 1.21 | 997 | -2.92 | ||||
| 2025-08-13 | 13F | 托德资产管理有限公司 | 261,018 | 4.54 | 75,624 | 0.29 | ||||
| 2025-08-13 | 13F | 赫特纳资本管理公司 | 9,816 | 23.58 | 2,844 | 18.56 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 1,023 | 39.95 | 296 | 34.55 | ||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,527 | 26.20 | 454 | 31.30 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 1,516 | 2.36 | 439 | -1.79 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 312,955 | 3.79 | 90,669 | -0.43 | ||||
| 2025-08-13 | 13F | 绿丰资产管理有限公司 | 1,329 | 1.37 | 385 | -2.78 | ||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 2,536 | 3.34 | 735 | -0.94 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 1,350 | 4.57 | 392 | 0.26 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 1,200 | 23.46 | 348 | 18.43 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 44,625 | 0.81 | 13 | -7.69 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 33,540 | 27.01 | 9,717 | 21.86 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,400 | 16.76 | 4,978 | 22.86 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 3,372,438 | 0.43 | 977,063 | -3.65 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 14,869 | 0.88 | 4,308 | -3.21 | ||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 43,274 | 12,537 | ||||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 6,820 | 0.13 | 1,969 | -5.34 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 1,694,857 | 13.58 | 491 | 9.11 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 593,994 | 2.31 | 172,092 | -1.84 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 12,002,918 | 0.66 | 3,476,968 | -3.43 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 468 | 68.35 | 0 | |||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 3,662 | 0.11 | 1,061 | -3.99 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 22,344 | 5.49 | 6,474 | 1.20 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 2,682 | 1.71 | 777 | -2.39 | ||||
| 2025-08-13 | 13F | 河路资产管理有限责任公司 | 58,466 | 3.62 | 15,554 | -8.72 | ||||
| 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 | 8,222 | 5.94 | 2,444 | 10.29 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 2,375 | 1 | ||||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 23 | 7 | ||||||
| 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 | 9,626 | 0.84 | 2,861 | 4.95 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 28,424 | 0.30 | 8,235 | -3.76 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 582,210 | 1.56 | 168,678 | -2.56 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 288 | 108.70 | 86 | 117.95 | ||||
| 2025-06-26 | NP | FAFDX - 富达顾问金融服务基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 73,600 | 20.66 | 21,055 | 26.96 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 382 | 1.33 | 111 | -2.65 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 780 | 3.17 | 226 | -1.32 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 4,301 | 81.02 | 1,246 | 73.78 | ||||
| 2025-04-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 21,780 | 320.79 | 6,218 | 498.36 | ||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 111,656 | 1.18 | 31,943 | 6.46 | ||||
| 2025-07-23 | 13F | 公平信托公司 | 9,714 | 31.09 | 2,814 | 25.79 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 2,537 | 13.97 | 735 | 9.23 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 583 | 169 | ||||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 5,678 | 1,645 | ||||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 2,280 | 5.41 | 661 | 1.07 | ||||
| 2025-08-20 | 13F | 君主资本管理公司/ | 7,137 | 3.11 | 2,074 | -1.05 | ||||
| 2025-08-26 | NP | GIEYX - 国际股票基金机构 | 47,079 | 7.33 | 13,640 | 2.97 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 2,298 | 4.22 | 666 | 0.00 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 4,659 | 0.26 | 1 | 0.00 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,606 | 0.69 | 459 | 6.00 | ||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 873 | 5.56 | 253 | 1.20 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 4,201 | 0.57 | 1,219 | -3.48 | ||||
| 2025-08-06 | 13F | 南州公司 | 57,399 | 2.34 | 16,630 | -1.82 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 7,939 | 21.84 | 2,300 | 16.93 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 354,488 | 1.45 | 102,702 | -2.67 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 4,723 | 4.61 | 1,368 | 0.37 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 7,213 | 53.47 | 2,090 | 47.22 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,652 | 2.92 | 9,750 | -1.27 | ||||
| 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 | 379 | 17.70 | 108 | 24.14 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 732 | 212 | ||||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 704 | 1.59 | 204 | -2.87 | ||||
| 2025-08-08 | 13F | CWS 财务顾问有限责任公司 | 1,449 | 60.82 | 420 | 54.04 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 15,711 | 4,552 | ||||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 3,596 | 15.40 | 1,042 | 10.74 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 1,243 | 2.39 | 360 | -1.64 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 599 | 174 | ||||||
| 2025-08-08 | 13F | 财富联盟 | 2,851 | 5.32 | 826 | 0.98 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 2,574 | 13.14 | 746 | 8.60 | ||||
| 2025-07-29 | NP | BPGSX - 波士顿合作伙伴全球可持续发展基金机构级 | 389 | 1.30 | 116 | 5.50 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 57,598 | 8.18 | 17 | 0.00 | ||||
| 2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 2,791 | 4.14 | 829 | 8.37 | ||||
| 2025-08-13 | 13F | 信托集团有限责任公司 | 4,605 | 0.79 | 1,334 | -3.26 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 2,514 | 728 | ||||||
| 2025-05-27 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 775 | 26.43 | 234 | 38.46 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 898,552 | 4.97 | 260,328 | 0.71 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 677,524 | 0.97 | 196 | -2.97 | ||||
| 2025-07-09 | 13F | 斯托克斯资本顾问有限责任公司 | 26,774 | 2.04 | 7,757 | -2.11 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 60 | 17 | ||||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 20 | 100.00 | 6 | 66.67 | ||||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 1,254 | 0.16 | 363 | -3.97 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 1,274 | 52.03 | 369 | 45.85 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 190,819 | 24.58 | 55,310 | 21.61 | ||||
| 2025-07-15 | 13F | DB 菲茨帕特里克公司 | 4,885 | 0.91 | 1,415 | -3.15 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 71,097 | 20,599 | ||||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 143,630 | 1.91 | 41,751 | -2.19 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 3,231 | 24.36 | 936 | 19.39 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 3,971 | 9.33 | 1,169 | 6.47 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 1,278 | 2.00 | 370 | 2.21 | ||||
| 2025-08-14 | 13F | 恒指导金融有限责任公司 | 11,167 | 29.10 | 3,235 | 23.85 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 5,181 | 1,501 | ||||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 1,352 | 376 | ||||||
| 2025-08-13 | 13F | 阿蒙迪 | 1,252,882 | 7.75 | 350,907 | -0.23 | ||||
| 2025-07-29 | 13F | 统一顾问有限责任公司 | 13,588 | 0.32 | 3,950 | -3.73 | ||||
| 2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 1,085 | 15.43 | 322 | 20.15 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 15,636 | 166.51 | 4,530 | 157.97 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 331 | 61.46 | 96 | 69.64 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 4,824 | 23.12 | 1,398 | 18.09 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 678 | 29.89 | 197 | 24.05 | ||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 345 | 6.15 | 100 | 1.02 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 859 | 6.31 | 250 | 2.05 | ||||
| 2025-08-05 | 13F | 再顾问公司 | 312,811 | 0.26 | 90,628 | -3.82 | ||||
| 2025-07-28 | NP | SPVU - Invesco S&P 500 增强价值 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 | 7,901 | 13.37 | 2,348 | 18.05 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 102,713 | 3.07 | 29,758 | -1.12 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 7,043 | 2,040 | ||||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 50,085 | 1.85 | 14,511 | -2.29 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 4,456 | 0.32 | 1,291 | -3.80 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 12,113 | 5.58 | 3,509 | 1.30 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 790 | 221 | ||||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 13 | 4 | ||||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 2,052 | 595 | ||||||
| 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 | 826,368 | 0.13 | 236,407 | 5.36 | ||||
| 2025-08-14 | 13F | Xponance公司 | 59,681 | 4.97 | 17,291 | 0.70 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 269 | 14.96 | 78 | 10.00 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 8,838 | 13.44 | 2,560 | 8.84 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 1,563 | 8.47 | 453 | 3.91 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 246 | 1,130.00 | 71 | 1,083.33 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 3,647 | 18.56 | 1,059 | 13.64 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 1,229 | 2.16 | 356 | -1.93 | ||||
| 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 | 1,592 | 461 | ||||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,820 | 2.25 | 817 | -1.92 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 3,500 | 1,014 | |||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 5,656 | 19.53 | 1,639 | 14.63 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,015 | 11.74 | 8,920 | 16.33 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 752,138 | 4.66 | 223,535 | 8.96 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 21 | 6 | ||||||
| 2025-08-07 | 13F | 米德资产管理公司 | 306 | 12.92 | 89 | 8.64 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 2,171 | 1.69 | 629 | -2.48 | ||||
| 2025-08-05 | 13F | 古尔德资产管理有限公司 /ca/ | 774 | 3.75 | 224 | -0.44 | ||||
| 2025-07-09 | 13F | 米拉多资本合伙公司 | 19,557 | 10.22 | 5,666 | 5.75 | ||||
| 2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 2,349 | 2.09 | 681 | -2.02 | ||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 12,813 | 4.25 | 3,712 | 0.03 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 4,755 | 3.15 | 1,378 | -1.08 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 21,151 | 6.39 | 6,128 | 2.07 | ||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 1,572 | 5.08 | 455 | 0.89 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 24,484 | 20.40 | 7,094 | 15.50 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 22,822 | 22.63 | 6,830 | 32.06 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 16,685 | 4,773 | ||||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 5,682 | 2.12 | 1,512 | -5.03 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 35,748 | 10.84 | 10,357 | 6.35 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 247 | 72 | ||||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 17,411 | 6.57 | 5,044 | 2.25 | ||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 841 | 3.70 | 244 | -0.41 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 4,871 | 28.86 | 1,411 | 23.66 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 117,186 | 0.27 | 33,951 | -3.80 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 170 | 169.84 | 49 | |||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 2,185 | 12.80 | 633 | 8.22 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 5,382 | 3.42 | 1,559 | 4.91 | ||||
| 2025-08-14 | 13F | 联合资本有限责任公司 | 120,248 | 23.79 | 34,838 | 18.76 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 201,226 | 9.03 | 58,305 | 4.61 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 36,738,895 | 0.58 | 10,643,993 | -3.51 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 28,683 | 183.46 | 8,310 | 172.01 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 200,047 | 0.66 | 57,958 | -3.43 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 2,876 | 1.99 | 833 | -2.12 | ||||
| 2025-08-22 | NP | CVIE - 卡尔弗特国际责任指数 ETF | 2,725 | 34.10 | 789 | 28.71 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 587 | 433.64 | 170 | 415.15 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 18,174 | 4.45 | 5,265 | 0.21 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 4,743 | 0.06 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 890 | 4.71 | 254 | -1.56 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 14,341 | 10.39 | 4,262 | 14.94 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 9,446 | 35.68 | 2,736 | 35.33 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 11,683 | 435.43 | 3,385 | 414.29 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 12,070 | 2.20 | 3,497 | 0.29 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 160,856 | 1.36 | 46,603 | -2.76 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 3,168 | 163.34 | 918 | 152.62 | ||||
| 2025-07-18 | 13F | PBMares 财富管理有限责任公司 | 833 | 12.87 | 241 | 8.56 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 2,721 | 217.87 | 778 | 235.34 | ||||
| 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 | 8,278 | 5.33 | 2,398 | 1.05 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 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 | 286 | 10.85 | 83 | 6.49 | ||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 4,072 | 182.97 | 1,180 | 171.66 | ||||
| 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 | |||||
| 2025-08-07 | 13F | 策略资产管理公司 | 1,378 | 2.91 | 399 | -1.24 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 8,495 | 0.28 | 2,461 | -3.79 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 125,501 | 36,360 | ||||||
| 2025-07-25 | 13F | 航点财富顾问 | 1,356 | 393 | ||||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 3,665 | 2.81 | 1,062 | -1.39 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 18,024 | 7.83 | 5,222 | 3.45 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 373 | 38.66 | 108 | 33.33 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 17,346 | 52.22 | 5,025 | 46.03 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 3,099,871 | 11.34 | 898,095 | 6.82 | ||||
| 2025-05-22 | NP | GVALX - Gotham 大价值基金机构类别 | 547 | 42.82 | 165 | 57.14 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 29,976 | 358.77 | 8,685 | 340.14 | ||||
| 2025-07-16 | 13F | AD Beadell 投资顾问有限公司 | 7,615 | 1.20 | 2 | 0.00 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 聚焦股票基金 II 类 | 32,855 | 9.66 | 9,519 | 5.19 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 11,917 | 212.54 | 3,453 | 199.91 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 729 | 7.52 | 212 | 2.93 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 2,100 | 29.63 | 608 | 24.34 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 47 | 6.82 | 13 | 18.18 | ||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 59,848 | 0.06 | 17,339 | -4.00 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 277 | 13.06 | 80 | 9.59 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 484,430 | 11.46 | 140,349 | 6.93 | ||||
| 2025-07-24 | 13F | 百特兄弟公司 | 7,661 | 1.70 | 2,220 | -2.42 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -900 | -10.00 | -267 | -6.32 | |||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 28 | 40.00 | 8 | 40.00 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 3,696 | 10.72 | 1,098 | 15.34 | ||||
| 2025-08-12 | 13F | 阿维索金融公司 | 661 | 3.93 | 192 | -0.52 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/Wellington 核心股权投资组合 A 类 | 237,280 | 4.70 | 68,745 | 0.45 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 1,004 | 7.61 | 291 | 3.20 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 5,219 | 4.57 | 1,512 | 0.33 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,800 | 53.45 | 521 | 47.18 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 1,825 | 50.45 | 529 | 44.26 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 28,276 | 18.28 | 8 | 14.29 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 7 | 133.33 | 2 | |||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 84 | 24 | ||||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 40,812 | 1.06 | 11,824 | -3.03 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 20 | 6 | ||||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 2,480 | 320.34 | 719 | 303.37 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 854 | 135.26 | 247 | 126.61 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 48,157 | 14 | ||||||
| 2025-08-12 | 13F | 英国保诚集团 | 22,741 | 248.68 | 6,589 | 234.59 | ||||
| 2025-07-22 | 13F | Gratus 财富顾问有限公司 | 3,503 | 2.91 | 1,015 | -1.27 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 4,256 | 20.19 | 1,233 | 15.34 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 291,836 | 6.63 | 84,551 | 2.30 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 136,961 | 17.07 | 39,673 | 12.30 | ||||
| 2025-07-18 | 13F | 洛克曼金融集团公司 | 1,079 | 313 | ||||||
| 2025-08-01 | 13F | 方面财富公司 | 757 | 201 | ||||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 1,512 | 0.13 | 438 | -3.95 | ||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 4,925 | 16.98 | 1,427 | 12.20 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 71,300 | 42.03 | 20,657 | 36.27 | ||||
| 2025-07-28 | 13F | 库欣资本合伙公司 | 3,335 | 0.24 | 969 | -3.77 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 1,479 | 428 | ||||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 16,410 | 0.28 | 4,770 | -3.48 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 112,131 | 98.43 | 33,114 | 93.81 | ||||
| 2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 121,341 | 29.33 | 34,713 | 36.09 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 2,802 | 10.93 | 812 | 6.43 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 106,814 | 1.71 | 30,946 | -2.42 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 34,926 | 46.14 | 10,119 | 40.20 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 1,281 | 371 | ||||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 1,077 | 0.56 | 312 | -3.41 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 14,363 | 1.23 | 4,161 | -2.87 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 1,380 | 28.49 | 400 | 23.15 | ||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 3,330 | 965 | ||||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 197,522 | 0.09 | 57,226 | -3.98 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 33,600 | 154.55 | 9,735 | 144.20 | |||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,785 | 19.48 | 517 | 14.63 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 4,222 | 43.90 | 1,223 | 38.04 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 11,516 | 0.13 | 3,294 | 5.37 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 1,164 | 12.46 | 337 | 8.01 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 3,604 | 23.55 | 1,045 | 18.64 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 35,620 | 2.77 | 10,320 | -1.41 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 6,584 | 1,908 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 20,900 | 113.27 | 6,055 | 104.63 | |||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 214,454 | 0.76 | 63,736 | 4.90 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 14,173 | 0.80 | 4 | 0.00 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 29,841 | 10.63 | 8,869 | 15.17 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 16,859 | 2.97 | 4,884 | -1.21 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,010 | 7.95 | 575 | 13.64 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,058 | 1,194.34 | 589 | 1,267.44 | ||||
| 2025-05-29 | NP | 北极光基金信托 - BTS 增强型股票收益基金 - I 类 | 1,500 | 190.70 | 453 | 218.31 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 354,484 | 2.30 | 101 | 12.36 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 327,083 | 11.97 | 80,728 | -1.15 | ||||
| 2025-07-29 | NP | JHGEX - 全球股票基金A类 | 48,960 | 0.46 | 14,551 | 4.58 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 167 | 48 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 49,400 | 15.96 | 14,132 | 22.02 | ||||
| 2025-07-16 | 13F | Encompass 财富顾问有限公司 | 2,207 | 0.09 | 639 | -3.91 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 702 | 203 | ||||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 1,699 | 492 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 49,812 | 48.05 | 14,464 | 42.05 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 46,400 | 465.85 | 13,443 | 687.52 | ||||
| 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 | 691,123 | 0.10 | 205,402 | 4.21 | ||||
| 2025-06-25 | NP | FNCL - 富达 MSCI 金融指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 103,993 | 0.08 | 29,750 | 5.30 | ||||
| 2025-08-06 | 13F | 北方资本有限公司 | 103 | 18.39 | 30 | 11.54 | ||||
| 2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 15 | 4 | ||||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 2,804 | 1.23 | 812 | -2.87 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,640 | 10.66 | 469 | 16.67 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 1,799 | 521 | ||||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 2,832 | 3.09 | 820 | -1.09 | ||||
| 2025-06-26 | NP | FDGFX - 富达股息增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 186,400 | 23.53 | 53,325 | 29.98 | ||||
| 2025-05-27 | NP | FTCS - First Trust Capital Strength 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 | 629,312 | 5.10 | 190,046 | 14.88 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 2,879 | 3.86 | 834 | -0.36 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 37 | 11 | ||||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 4,233 | 3.88 | 1,226 | -0.33 | ||||
| 2025-08-14 | 13F | 家族管理公司 | 1,425 | 0.99 | 413 | -3.29 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 7,292 | 36.50 | 2,113 | 30.94 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 8,163,768 | 13.83 | 2,365,207 | 9.21 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 2,971 | 9.39 | 897 | 19.60 | ||||
| 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 | 79,889 | 0.08 | 22,855 | 5.31 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 2,889 | 2.92 | 781 | -2.26 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 5,785 | 1.67 | 1,676 | -2.44 | ||||
| 2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 8,508 | 2.97 | 2,473 | -1.16 | ||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 109 | 12.37 | 30 | 7.41 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 5,130 | 1 | ||||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 5,049 | 2.91 | 1,463 | -1.28 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 2,127 | 2.46 | 616 | -1.60 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 8,929 | 5.99 | 2,587 | 1.65 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 3,765 | 609.04 | 1,091 | 581.25 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 16,475 | 8.67 | 4,773 | 4.26 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 27,773 | 11.81 | 8,046 | 7.27 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 1,289 | 49.71 | 373 | 43.46 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 11 | 266.67 | 3 | |||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 2,050 | 1.99 | 594 | -2.31 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 15,865 | 1.89 | 4,539 | 7.21 | ||||
| 2025-08-14 | 13F | 阿博特财务管理公司 | 3,881 | 17.82 | 1,125 | 13.08 | ||||
| 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 | 535,430 | 8.09 | 159,130 | 12.53 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 319,584 | 0.06 | 92,590 | -4.00 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 2,336 | 106.18 | 677 | 97.66 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 82,576 | 0.40 | 23,924 | -3.68 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 710 | 0.42 | 206 | -3.76 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 101,679 | 67.94 | 29,505 | 61.37 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 1,759 | 0.98 | 503 | 6.34 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 1,974 | 0.82 | 573 | -3.37 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 9,633 | 12.36 | 2,863 | 16.96 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 9,825 | 5.60 | 2,846 | 1.32 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 907 | 30.32 | 263 | 24.76 | ||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 3,100 | 244.44 | 921 | 255.60 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,705 | 4.79 | 488 | 10.18 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 752 | 2.59 | 219 | -1.80 | ||||
| 2025-03-28 | NP | JMOM - 摩根大通美国动量因子 ETF | 25,994 | 14.77 | 7,067 | 10.49 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 9,869 | 8.57 | 2,823 | 14.25 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 586 | 0.34 | 170 | -3.98 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 11,291 | 2.24 | 3,271 | -1.92 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 2,246 | 4.81 | 651 | 0.46 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 25,448 | 0.07 | 6,919 | -1.31 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 998 | 25.22 | 289 | 20.42 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 1,310 | 43.96 | 380 | 38.32 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 18,930 | 7.70 | 5,626 | 12.12 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 35,147 | 4.96 | 10,183 | 0.69 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 12,765 | 198.11 | 3,698 | 186.00 | ||||
| 2025-04-29 | 13F | 佩森公司 | 9,171 | 8.61 | 2,770 | 18.69 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 2,173 | 32.91 | 632 | 27.47 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 773,426 | 13,234.93 | 224,077 | 12,697.03 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 6,453 | 1,870 | ||||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 2,174 | 2.60 | 617 | -3.44 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 347,349 | 22.84 | 100,634 | 17.85 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 110 | 32 | ||||||
| 2025-08-06 | 13F | TKG 顾问有限责任公司 | 1,849 | 2.67 | 536 | -1.47 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 13,749 | 2.67 | 3,983 | -1.51 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 2,879 | 834 | ||||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 99,195 | 0.54 | 28,739 | -3.55 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 2,190 | 0.97 | 595 | -2.78 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 400 | 26.98 | 116 | 21.05 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 31,643 | 14.82 | 9,168 | 10.17 | ||||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 932 | 17.53 | 271 | 13.39 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 74,491 | 0.72 | 21,654 | -3.34 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 19,314 | 2.85 | 5,596 | -1.34 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 26,209 | 7.50 | 7,789 | 11.91 | ||||
| 2025-07-09 | 13F | StrongBox 财富有限责任公司 | 1,243 | 4.81 | 360 | 0.56 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 71,294 | 14.13 | 20,655 | 9.49 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 1,684 | 85.87 | 488 | 78.39 | ||||
| 2025-08-14 | 13F | 范式资本管理有限责任公司/NV | 1,520 | 3.40 | 0 | |||||
| 2025-08-14 | 13F | 安盛公司 | 87,794 | 47.20 | 25,436 | 41.22 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 89 | 26 | ||||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 211,815 | 21.22 | 61,367 | 16.30 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 430,266 | 155.29 | 124,657 | 144.91 | ||||
| 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 | 188,341 | 0.53 | 55,975 | 4.66 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 13,811 | 0.47 | 4,001 | 2.33 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 8,698 | 0.86 | 2,520 | -3.26 | ||||
| 2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 991 | 287 | ||||||
| 2025-07-10 | 13F | 信任点公司 | 2,146 | 80.94 | 622 | 73.46 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,494 | 5.14 | 433 | 0.70 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 6,258 | 3.37 | 1,813 | -0.82 | ||||
| 2025-07-30 | NP | 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF | 35,034 | 10,412 | ||||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 1,703 | 493 | ||||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 209,275 | 3.65 | 60,619 | -0.57 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 17,100 | 6.88 | 4,954 | 2.55 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 98,521 | 8.37 | 28,185 | 14.03 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 2,298 | 0.04 | 666 | -4.04 | ||||
| 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 | 12,992 | 2.96 | 3,717 | 8.34 | ||||
| 2025-05-28 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 164,179 | 49,580 | ||||||
| 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 | 130,153 | 17.73 | 37,708 | 12.95 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 15,742 | 12.45 | 4,561 | 7.88 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 4,228 | 4.01 | 1,225 | -0.24 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 3,635 | 6.32 | 1,053 | 2.03 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 68,462 | 1.20 | 20 | -5.00 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 29,331 | 32.73 | 8,498 | 27.33 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 4,096,047 | 0.80 | 1,186,706 | -3.30 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 11,604 | 2.20 | 3,362 | -1.95 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 8,752 | 122.08 | 2,536 | 113.03 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 297 | 2.77 | 86 | -1.15 | ||||
| 2025-08-21 | NP | LZIOX - Lazard International 股票投资组合公开股票 | 32,307 | 0.87 | 9,360 | -3.23 | ||||
| 2025-08-08 | 13F | 咨询资源组 | 3,859 | 2.66 | 1,118 | -1.50 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 1,635 | 6.10 | 494 | 16.00 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,207 | 1.51 | 350 | -2.79 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 2,951 | 19.67 | 855 | 14.78 | ||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 585,565 | 14.30 | 169,650 | 9.66 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 4,743 | 4.08 | 1,374 | -0.15 | ||||
| 2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 5,151 | 7.33 | 1,492 | 2.97 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 2,672 | 0.98 | 774 | -1.28 | ||||
| 2025-08-14 | 13F | 南岸银行 | 747 | 0.67 | 216 | -3.57 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 969 | 281 | ||||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 11,246 | 7.38 | 3,258 | 3.04 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 353,944 | 3.96 | 101,256 | 9.39 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 3,080 | 5.30 | 893 | 0.90 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 132,647 | 0.34 | 38,430 | -3.73 | ||||
| 2025-08-14 | 13F | 德肖公司 | 133,609 | 67.01 | 38,709 | 60.23 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 63,530 | 0.47 | 18,406 | -3.61 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 157 | 47 | ||||||
| 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 | 92,057 | 0.90 | 26,336 | 6.17 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 518 | 38.13 | 150 | 32.74 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 335,949 | 36.78 | 97,331 | 31.22 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 65,655 | 1.39 | 18,783 | 6.69 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 1,255 | 11.75 | 364 | 7.08 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 5,985 | 15.43 | 1,734 | 10.73 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 97,633 | 1.95 | 28 | 0.00 | ||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 18,011 | 0.73 | 5,218 | -3.35 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 1,179 | 74.93 | 342 | 67.98 | ||||
| 2025-07-22 | 13F | 火棘财富合作伙伴有限公司 | 1,782 | 19.36 | 516 | 14.67 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 28,202 | 560.00 | 8,171 | 533.33 | ||||
| 2025-06-26 | NP | FAPNX - 富达健康未来基金 富达顾问健康未来基金：Z 类 | 1,017 | 5.94 | 291 | 11.11 | ||||
| 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 | 22 | 22.22 | 6 | 50.00 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 6,237 | 4.56 | 1,746 | 3.31 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 26,377 | 0.14 | 7,642 | -3.94 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 4,832 | 14.15 | 1,400 | 9.47 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 26,743 | 1.53 | 7,748 | -2.60 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 126 | 23.53 | 37 | 20.00 | ||||
| 2025-07-28 | 13F | 纳维特财富有限责任公司 | 1,110 | 11.67 | 323 | 9.15 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 15 | 4 | ||||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 3,325 | 3.97 | 963 | -0.21 | ||||
| 2025-04-09 | 13F | 赛威资产管理 | 21,927 | 0.34 | 6,622 | 9.67 | ||||
| 2025-08-28 | NP | ARILX - 亚里士多德核心股票基金 II I 类 | 43,873 | 35.13 | 12,711 | 29.63 | ||||
| 2025-07-24 | 13F | 东方银行 | 6,067 | 0.36 | 1,758 | -3.73 | ||||
| 2025-04-23 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 105 | 169.23 | 30 | 163.64 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 51,878 | 1.51 | 15,030 | -2.62 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 912 | 264 | ||||||
| 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 | 69,146 | 2.03 | 20,033 | -2.12 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 31,059 | 101.39 | 8,999 | 93.21 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 3,453 | 69.68 | 988 | 78.48 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 2,343 | 24.36 | 679 | 19.37 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 56,003 | 763.58 | 16 | 1,500.00 | ||||
| 2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 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 | 2,263 | 29.09 | 647 | 35.92 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 1,237 | 14.75 | 358 | 10.15 | ||||
| 2025-07-29 | 13F | 伯福德兄弟公司 | 2,436 | 0.12 | 706 | -3.95 | ||||
| 2025-08-06 | 13F | 自律投资者有限责任公司 | 976 | 0.21 | 283 | -4.08 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 408,883 | 118,462 | ||||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 20,542 | 3.50 | 5,951 | -0.70 | ||||
| 2025-06-26 | NP | FFLV - 富达基本面大盘价值 ETF | 259 | 15.62 | 74 | 23.33 | ||||
| 2025-08-08 | 13F | 创意策划 | 149,724 | 4.22 | 43,378 | -0.01 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 52,427 | 3.10 | 15,189 | -1.09 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,930 | 14.40 | 559 | 9.82 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 14,439 | 12.62 | 4,183 | 8.06 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 52,893 | 73.72 | 15,081 | 67.09 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 113 | 32 | ||||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 3 | 1 | ||||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 5,326 | 0.13 | 1,543 | -3.99 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 91,095 | 6.43 | 26,392 | 2.10 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 54 | 800.00 | 16 | 1,400.00 | ||||
| 2025-08-28 | NP | GQRRX - GQG PARTNERS 全球优质股票基金 R6 股 | 248,115 | 5.58 | 71,884 | 1.29 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 267,172 | 2.88 | 77,405 | -1.30 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 47,527 | 0.20 | 13,770 | -3.87 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 30,261 | 5.24 | 8,767 | 0.97 | ||||
| 2025-08-14 | 13F | 极地资本控股有限公司 | 750,000 | 0.40 | 217,290 | -3.68 | ||||
| 2025-08-26 | NP | IAK - iShares 美国保险 ETF | 331,832 | 6.93 | 96,138 | 2.58 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 1,127 | 3.49 | 327 | -0.61 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 27,546 | 1.85 | 7,880 | 7.17 | ||||
| 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 | 4,447 | 44,370.00 | 1,272 | 63,500.00 | ||||
| 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 | 58,711 | 0.16 | 17,449 | 4.27 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 6,599 | 1,912 | ||||||
| 2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 14,032 | 1.26 | 4,065 | -2.84 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 4,903 | 0.16 | 1,420 | -3.92 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 891 | 4.95 | 169 | -33.98 | ||||
| 2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 1,511 | 0.33 | 438 | -3.74 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 2,750 | 77.42 | 797 | 70.09 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 867 | 243 | ||||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 2,272 | 1.38 | 658 | -2.66 | ||||
| 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 | 12,377 | 3.50 | 3,678 | 7.76 | ||||
| 2025-07-23 | 13F | 构造顾问有限公司 | 1,457 | 0.28 | 422 | -3.65 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 4,936 | 16.88 | 1,430 | 12.16 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 2,486 | 3.93 | 722 | -0.14 | ||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 754 | 1.89 | 219 | -2.23 | ||||
| 2025-07-21 | 13F | 博雅尔资产管理公司 | 2,576 | 0.47 | 746 | -3.62 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 14,800 | 23.33 | 4,288 | 18.33 | |||
| 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 | 4,701,611 | 0.14 | 1,397,319 | 4.25 | ||||
| 2025-07-23 | 13F | 国民国家银行信托部 | 16,024 | 0.78 | 4,642 | -3.31 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 14,185 | 8.52 | 4,110 | 4.63 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 3,765 | 220.97 | 1,093 | 208.47 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 540,546 | 40.07 | 155,308 | 33.26 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,127 | 327 | ||||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 3,927 | 1.84 | 1,138 | -2.32 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 5,864 | 1.91 | 1,699 | -2.25 | ||||
| 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 | 7,781 | 1.65 | 2,226 | 6.92 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 1,059 | 2.82 | 297 | 4.59 | ||||
| 2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 862 | 8.29 | 250 | 3.75 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 1,725 | 48.58 | 500 | 42.57 | ||||
| 2025-08-06 | 13F | 泽文资产管理有限公司 | 48,447 | 1.35 | 14 | 0.00 | ||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 6,984 | 1,147.14 | 2,076 | 1,188.82 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 4,282 | 1 | ||||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 9,016 | 0.22 | 2,612 | -3.83 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 1,200 | 348 | |||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 282,119 | 0.93 | 81,736 | -3.17 | ||||
| 2025-07-22 | 13F | 全球资产咨询有限责任公司 | 881 | 255 | ||||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 9,415 | 6.81 | 2,798 | 11.21 | ||||
| 2025-07-25 | 13F | RoundAngle 顾问有限公司 | 4,450 | 8.56 | 1,289 | 4.20 | ||||
| 2025-07-07 | 13F | 全球财富策略与合伙人 | 16 | 14.29 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 829 | 4.41 | 240 | 0.42 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 1,495 | 3.75 | 433 | |||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 8,602 | 0.53 | 2,492 | -3.56 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 19,300 | 75.45 | 5,592 | 68.35 | |||
| 2025-08-15 | 13F | 公平控股公司 | 6,712 | 11.00 | 1,945 | 6.46 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 163 | 48.18 | 47 | 42.42 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 22,689 | 215.74 | 6,573 | 202.90 | ||||
| 2025-08-13 | 13F | 卢米尼斯特资本有限公司 | 12 | 3 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 47,227 | 3.98 | 13,683 | -0.24 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 56,450 | 7.40 | 16,355 | 3.03 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 115 | 7.48 | 33 | 3.13 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 2,032 | 17.93 | 589 | 13.08 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 187 | 65.49 | 54 | 58.82 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 2,657 | 10.94 | 770 | 6.36 | ||||
| 2025-08-27 | NP | PISYX - 胜利先锋内在价值基金Y类 | 36 | 10 | ||||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 11,508 | 2.55 | 3,334 | -1.62 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 147 | 764.71 | 43 | 740.00 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 8 | 2 | ||||||
| 2025-05-30 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 826 | 20.06 | 249 | 31.05 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 4,929,858 | 11.61 | 1,428,278 | 7.08 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 2,376 | 26.92 | 688 | 21.77 | ||||
| 2025-07-24 | 13F | 支付宝证券公司 | 6 | 100.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 1,276 | 370 | ||||||
| 2025-08-07 | 13F | 中西部信托公司 | 197,043 | 57,087 | ||||||
| 2025-05-12 | 13F | 桑迪泉银行 | 529 | 1.34 | 160 | 10.42 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 7,311 | 73.04 | 2,118 | 66.12 | ||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 6,167 | 163.89 | 1,787 | 153.33 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | Put | 399 | -3.86 | |||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 1,822 | 1 | ||||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 1,934 | 4.48 | 560 | 0.36 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 37,642 | 1.42 | 10,906 | -2.70 | ||||
| 2025-06-17 | NP | GSIHX - 高盛 GQG Partners 国际机会基金 A 类股票 | 5,204,561 | 38.47 | 1,488,921 | 45.70 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 79,851 | 29.55 | 23,135 | 24.29 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 225 | 61 | ||||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 2,621 | 759 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 6,445,472 | 0.35 | 1,867,383 | -3.72 | ||||
| 2025-08-05 | 13F | 大通投资顾问公司 | 5,750 | 2 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 54,118 | 4.00 | 15,679 | -0.22 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 14,119 | 74.24 | 3,802 | 55.44 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 41 | 355.56 | 12 | 450.00 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 35,400 | 69.38 | 10,256 | 62.51 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 54,641 | 1,098.79 | 16 | 1,400.00 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 1,219,944 | 1.10 | 349,002 | 6.38 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 1,593 | 17.39 | 462 | 12.71 | ||||
| 2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 399,999 | 6.06 | 115,888 | 1.75 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 8,810,780 | 0.35 | 2,541,771 | -3.84 | ||||
| 2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 102,444 | 4.73 | 29,680 | 0.48 | ||||
| 2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 1,198 | 0.08 | 347 | -3.88 | ||||
| 2025-07-28 | NP | ABCAX - 美国灯塔伦敦公司收益股票基金 A 类 | 76,547 | 22,750 | ||||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 8,165 | 39.26 | 2,427 | 45.01 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 253,376 | 6.97 | 73,408 | 2.62 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 201,222 | 3.07 | 58,298 | 8.59 | ||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 93,676 | 2.28 | 27,140 | -1.88 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 1,126 | 0.27 | 326 | -3.83 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 12,247,589 | 1.22 | 3,548,371 | -2.90 | ||||
| 2025-06-26 | NP | DFNL - 戴维斯精选金融 ETF | 44,128 | 2.76 | 12,624 | 8.13 | ||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 50 | 14 | ||||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 6,149 | 30.58 | 1,782 | 25.25 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 21,442 | 1.53 | 6,217 | -2.60 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 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 | 39,662 | 23.70 | 11,347 | 30.16 | ||||
| 2025-05-01 | 13F | 斯蒂尔沃特财富管理集团 | 6,614 | 60.11 | 1,997 | 75.02 | ||||
| 2025-08-07 | 13F | 奥特曼顾问公司 | 7,548 | 0.67 | 2,186 | 1.86 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 59,176 | 17,144 | ||||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 37,382 | 2.84 | 10,830 | -1.34 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 617 | 179 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 77,140 | 148.98 | 22,349 | 138.87 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 19,323 | 46.18 | 5,598 | 40.27 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 602,189 | 0.43 | 174,466 | -3.65 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 6,692 | 1,939 | ||||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 1,175 | 46.88 | 340 | 41.08 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 1,179 | 21.67 | 342 | 16.78 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 14,389 | 7.58 | 4,276 | 12.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 14,651 | 0.31 | 4,245 | -3.76 | ||||
| 2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 748 | 2.61 | 214 | 5.45 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 2,732 | 1.98 | 792 | -2.22 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 315,630 | 10.40 | 91,443 | 5.91 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 4,422 | 1.14 | 1,281 | -2.95 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 2,838 | 18.89 | 822 | 14.17 | ||||
| 2025-08-04 | 13F | 新月英镑有限公司 | 2,064 | 48.92 | 598 | 42.82 | ||||
| 2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 8,530 | 1.72 | 2,535 | 5.89 | ||||
| 2025-04-15 | 13F | 转变财富有限责任公司 | 40,844 | 0.73 | 12,371 | 10.06 | ||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 774,825 | 17.23 | 224,482 | 12.47 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 150,829 | 1.95 | 43,698 | -2.19 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 34 | 183.33 | 10 | 200.00 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 25,917 | 5.95 | 7,534 | 1.67 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 811 | 2.79 | 235 | -1.68 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 20,432 | 0.62 | 5,920 | -3.47 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 11,937 | 3.72 | 3,458 | -0.49 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 10,360 | 5.93 | 3,002 | 1.63 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 2,693 | 5.03 | 780 | 0.78 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 9,631 | 25.16 | 2,790 | 20.10 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 6,811 | 1,973 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 43,204 | 12,360 | ||||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 2,773 | 1.65 | 803 | -2.43 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 101,287 | 0.20 | 29,345 | -3.88 | ||||
| 2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 28 | 8 | ||||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 2,722 | 3.03 | 789 | -1.13 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 132 | 0.76 | 38 | -2.56 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 9,225 | 0.76 | 2,673 | -3.33 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 9 | 3 | ||||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 8,962 | 10.78 | 2,596 | 12.82 | ||||
| 2025-06-26 | NP | ARDEX - AMG River Road Dividend All Cap Value Fund N 类股票 | 7,066 | 19.34 | 2,021 | 25.61 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 1,684 | 2.31 | 489 | -1.81 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 49,104 | 6.44 | 14,226 | 2.12 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 25,077 | 5.81 | 7,453 | 10.14 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 262 | 16.44 | 75 | 21.31 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 969 | 8.27 | 281 | 3.70 | ||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 186,903 | 1.08 | 54,150 | -3.02 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 7,490 | 10.55 | 2,170 | 6.11 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 15,949 | 4.65 | 4,621 | 0.39 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 107,832 | 7.83 | 32,564 | 17.86 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 96,407 | 27.63 | 27,931 | 22.45 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 25,762 | 7,464 | ||||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 13,133 | 37.04 | 3,805 | 31.49 | ||||
| 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 | 403,948 | 2.65 | 117,032 | -1.52 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 2,726 | 3.97 | 763 | -3.54 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 198,115 | 22.83 | 57,398 | 17.84 | ||||
| 2025-08-27 | NP | OFAFX - Olstein 全市值基金顾问级 | 17,000 | 88.89 | 4,925 | 81.27 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 5,245 | 1.59 | 1,520 | -2.57 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 17,801 | 1.42 | 5,157 | -2.70 | ||||
| 2025-06-26 | NP | FWWFX - 富达环球基金 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 | 45,000 | 52.03 | 12,874 | 112.78 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,241 | 360 | ||||||
| 2025-06-26 | NP | AWWIX - CIBC ATLAS INTERNATIONAL GROWTH FUND 机构类别股票 | 46,164 | 4.39 | 13,207 | 9.84 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 3,342 | 0.81 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | 达美全球管理有限公司 | 3,028 | 877 | ||||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,519,662 | 0.16 | 1,309,436 | -3.91 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 1,024 | 48.19 | 297 | 42.31 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 18,589 | 3.03 | 5,386 | -1.16 | ||||
| 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 | 176,682 | 8.23 | 50,545 | 13.88 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 4 | 1 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 19,053 | 14.83 | 5,535 | 10.15 | ||||
| 2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 333,359 | 4.92 | 96,581 | 0.66 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | Put | 3,500 | 1,014 | |||||
| 2025-08-07 | 13F | 商业银行 | 209,872 | 1.60 | 60,804 | -2.53 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 31,214 | 4.12 | 9,277 | 8.39 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 1,327 | 20.42 | 386 | 15.62 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 1,992 | 194.67 | 577 | 182.84 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 4,272 | 22.44 | 1,238 | 17.47 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 282 | 4.44 | 0 | |||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 9,910 | 38.14 | 2,881 | 32.54 | ||||
| 2025-08-13 | 13F | GoodHaven 资本管理有限责任公司 | 43,380 | 0.99 | 12,568 | -3.11 | ||||
| 2025-07-21 | 13F | 111资本 | 1,355 | 393 | ||||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 957 | 1.38 | 277 | -2.81 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 284,689 | 24.81 | 80,795 | 17.29 | ||||
| 2025-08-13 | 13F | Echo45 顾问有限责任公司 | 957 | 4.25 | 277 | 0.00 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 2,088 | 1.31 | 605 | -2.89 | ||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 21,106 | 11.07 | 6,115 | 6.55 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 337 | 96 | ||||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 2,076 | 18.90 | 603 | 14.20 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 105 | 2.94 | 31 | 0.00 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 871 | 252 | ||||||
| 2025-07-22 | 13F | 智者投资顾问有限公司 | 4,595 | 24.97 | 1,331 | 19.91 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 3,483 | 209.60 | 1,009 | 197.35 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 691 | 1.17 | 200 | -2.91 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 153,102 | 4.22 | 44,521 | 0.00 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 2,204 | 1.47 | 639 | -2.60 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 100,309 | 19.39 | 28,960 | 14.01 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 14,400 | 46.94 | 4,172 | 40.96 | |||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 424,713 | 3,944.89 | 123,048 | 3,781.61 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 242 | 6.14 | 72 | 9.23 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 4,980 | 138.28 | 1,443 | 128.53 | ||||
| 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 | 513,168 | 11.57 | 148,675 | 7.04 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 1,471 | 73.06 | 421 | 81.82 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 3,858 | 13.67 | 1,118 | 9.08 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 3,190 | 1.62 | 924 | -2.43 | ||||
| 2025-07-23 | 13F | 绅士私人财富有限责任公司 | 807 | 234 | ||||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 8,924 | 3.60 | 2,585 | -0.62 | ||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 737 | 214 | ||||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 6,844 | 88.70 | 1,983 | 81.00 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 2,160 | 60.59 | 626 | 53.94 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 1,737 | 21.05 | 503 | 16.17 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 3,314 | 0.67 | 960 | -3.42 | ||||
| 2025-07-09 | 13F | 发散规划有限责任公司 | 1,243 | 360 | ||||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 70 | 7.69 | 20 | 5.26 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 1,056,109 | 6.20 | 305,976 | 1.89 | ||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 204,168 | 28.76 | 59,152 | 23.53 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 10,381 | 0.19 | 3,008 | -3.87 | ||||
| 2025-07-17 | 13F | 伊格尔布拉夫斯财富管理有限责任公司 | 1,616 | 0.19 | 470 | -3.89 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 1,205 | 0.42 | 349 | -3.59 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 1,380 | 0.29 | 400 | -3.86 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 9,682 | 25.63 | 2,877 | 30.77 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 8,067 | 1.71 | 2,337 | -2.42 | ||||
| 2025-07-24 | 13F | 有利点金融有限公司 | 1,878 | 544 | ||||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 78,361 | 1.63 | 22,703 | -2.50 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,152,691 | 6.73 | 333,958 | 2.39 | ||||
| 2025-08-04 | 13F | 巴伦汀有限责任公司 | 850 | 7.46 | 246 | 3.36 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 1,472 | 426 | ||||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 6,427 | 3.26 | 1,862 | -0.90 | ||||
| 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 | 25,350 | 4.90 | 7,252 | 10.40 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 6,798 | 11.46 | 1,969 | 6.95 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 8,295 | 20.20 | 2,403 | 15.31 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 11,399 | 3,303 | ||||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 1,906 | 12.85 | 554 | 8.22 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 284,223 | 39.97 | 82,345 | 34.29 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 146,712 | 7.30 | 42,506 | 2.94 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 11,500 | 721.43 | 3,332 | 689.34 | |||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 145 | 13.28 | 42 | -2.33 | ||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 1,183 | 10.98 | 343 | 6.21 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 3,987 | 0.83 | 1,155 | -3.27 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,067 | 309 | ||||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,942 | 4.75 | 556 | 10.12 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 28,683 | 28,872.73 | 0 | -100.00 | ||||
| 2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 7,367 | 40.81 | 2,189 | 46.62 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 1,457 | 45.41 | 422 | 39.74 | ||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 2,980 | 4.12 | 863 | -0.12 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 6,695 | 2.75 | 1,940 | -1.42 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 157,302 | 1.25 | 45,714 | -2.84 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 9,465 | 4.16 | 2,708 | 9.60 | ||||
| 2025-07-24 | 13F | KC 投资顾问有限公司 | 1,807 | 524 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 79 | 21.54 | 23 | 15.79 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 19,599 | 3.03 | 5,678 | -1.15 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 911 | 38.45 | 271 | 44.39 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 1,361 | 394 | ||||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 7,949 | 1.64 | 2,303 | 3.51 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 378 | 3.00 | ||||||
| 2025-07-29 | 13F | 有志者有限公司 | 1,326 | 60.14 | 384 | 53.60 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 223,458 | 3.69 | 65 | -1.54 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 987 | 2.28 | 286 | -2.06 | ||||
| 2025-07-09 | 13F | 桑迪湾顾问有限责任公司 | 2,110 | 0.14 | 611 | -3.93 | ||||
| 2025-07-08 | 13F | 贝克埃利斯资产管理有限责任公司 | 2,354 | 0.21 | 682 | -3.81 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 1,935 | 33.17 | 575 | 38.89 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 99,124 | 2.16 | 28,357 | 7.50 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,123 | 20.36 | 321 | 26.88 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 1,406 | 0.07 | 0 | |||||
| 2025-08-05 | 13F | 机械资本公司 | 1,817 | 526 | ||||||
| 2025-07-09 | 13F | 肖尔点顾问有限责任公司 | 1,910 | 0.05 | 553 | -3.99 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 240,365 | 0.48 | 69,843 | -3.58 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 1,462 | 0.07 | 424 | -2.31 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 多元化价值投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,520 | 37.71 | 11,739 | 32.12 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 3,691 | 4.68 | 995 | 1.12 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 16,060 | 5.45 | 4,653 | 1.15 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 2,253,607 | 0.84 | 652,915 | -3.26 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 22 | 7 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 5,694 | 7.60 | 1,692 | 12.05 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 4,354 | 23.41 | 1,294 | 28.50 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 124,942 | 27.85 | 36,198 | 22.66 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 43,424 | 17.33 | 12,581 | 12.56 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 20,273 | 4.72 | 6,025 | 9.03 | ||||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 13,919 | 8.12 | 4,137 | 12.54 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 2,977 | 34.71 | 801 | 30.03 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 16,153 | 0.27 | 4,621 | 5.53 | ||||
| 2025-07-29 | NP | PGSYX - 胜利先锋全球股票基金Y类 | 18,925 | 5,625 | ||||||
| 2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 111,134 | 70.03 | 33,029 | 75.03 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 3,297 | 118.34 | 980 | 127.15 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 3,546 | 16.88 | 1,027 | 12.12 | ||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 12,891 | 0.49 | 3,735 | -3.61 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 139,773 | 195.50 | 40,495 | 183.50 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 726 | 0.41 | 210 | -3.67 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 7,293 | 11.16 | 2,113 | 6.66 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 8,187 | 1.36 | 2,387 | -2.73 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 6,933 | 0.59 | 2,009 | -3.51 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 2,149 | 9.14 | 623 | 4.71 | ||||
| 2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 466,575 | 0.08 | 135,176 | -3.99 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 13,112 | 7.49 | 3,799 | 3.12 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 15 | 4 | ||||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 87,931 | 0.42 | 26,133 | 4.54 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 3,360 | 56.35 | 977 | 49.92 | ||||
| 2025-08-20 | NP | WGGNX - 威廉·布莱尔全球领袖基金 N 级 | 1,551 | 449 | ||||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 21,301 | 6,094 | ||||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 4,210 | 16.11 | 1,220 | 11.43 | ||||
| 2025-07-23 | 13F | 莫顿资本管理有限责任公司/加利福尼亚州 | 809 | 235 | ||||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 14,754 | 191.93 | 4,274 | 180.08 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 4,220 | 20.47 | 1,223 | 15.61 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 28,844 | 1.14 | 8,357 | -2.97 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 3,792 | 1,127 | ||||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 2,286 | 55.51 | 662 | 49.44 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 47,966 | 22.71 | 13,897 | 17.73 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 66,534 | 116.69 | 19,276 | 107.89 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 5,307 | 1,538 | ||||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 6,746 | 0.49 | 1,955 | -3.60 | ||||
| 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 | 374,413 | 2.30 | 111,276 | 6.50 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 59 | 17 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 4,500 | 1.47 | 1,304 | -2.69 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 136,264 | 18.94 | 39 | 14.71 | ||||
| 2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 17,928 | 0.06 | 5,194 | -4.01 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 12,527 | 7.18 | 4 | 0.00 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 500 | 0 | ||||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 10,250 | 4.12 | 2,970 | -0.10 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 7,476 | 4.43 | 2,166 | 0.19 | ||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 1,047 | 7.16 | 0 | |||||
| 2025-08-06 | 13F | 森吉咨询小组 | 4,207 | 1.96 | 1,250 | 6.11 | ||||
| 2025-08-13 | 13F | 万博特联合有限责任公司 | 1,794 | 1.13 | 520 | -2.81 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 36 | 5.88 | 10 | 11.11 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 57,794 | 28.40 | 16,750 | 23.23 | ||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 83,927 | 2.46 | 24,397 | -1.66 | ||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 1,318 | 0.30 | 382 | -3.79 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,510 | 3.14 | 449 | 7.43 | ||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 935 | 271 | ||||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 185,416 | 17.17 | 55,106 | 21.98 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 3,410 | 72.40 | 976 | 81.56 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 6,095 | 1,766 | ||||||
| 2025-07-22 | 13F | 达文波特有限公司 | 15,985 | 1.72 | 4,631 | -2.40 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 255 | 11.35 | 74 | 5.80 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 44,651 | 6.32 | 12,936 | 2.00 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 123,917 | 1.43 | 35,901 | -2.69 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 82,733 | 5.83 | 23,969 | 1.53 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 2,619 | 654.76 | 778 | 685.86 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 8,959 | 21.36 | 2,596 | 16.42 | ||||
| 2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 37,596 | 34.52 | 10,892 | 29.05 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 140 | 42 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 8,259 | 25.21 | 2,393 | 20.14 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 5,635 | 11.78 | 1,633 | 7.23 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 1,237,239 | 3.79 | 358,453 | -0.42 | ||||
| 2025-07-28 | NP | HROAX - FinTrust 收入和机会基金 A 类股票 | 1,000 | 297 | ||||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 32,576 | 8.08 | 9,438 | 3.68 | ||||
| 2025-08-26 | NP | AVEGX - 万福玛利亚成长基金 | 35,000 | 10,140 | ||||||
| 2025-07-16 | 13F/A | CX 机构 | 20,802 | 517.82 | 6 | 500.00 | ||||
| 2025-07-23 | 13F | 科恩投资顾问有限责任公司 | 12,500 | 3.42 | 3,622 | -0.79 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 马萨诸塞州投资者信托投资组合 1 级 | 32,765 | 4.14 | 9,373 | 9.57 | ||||
| 2025-07-09 | 13F | 诺曼·菲尔兹 (Norman Fields)，Gottscho 资本管理有限责任公司 | 4,418 | 0.87 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 29,750 | 32.62 | 9 | 33.33 | ||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 824 | 3.26 | 239 | 4.85 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 2,615 | 6.13 | 758 | 1.88 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 651,979 | 3.99 | 188,891 | -0.23 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 64,547 | 3.45 | 19,183 | 7.70 | ||||
| 2025-08-27 | NP | GBVCX - 胜利先锋全球价值基金C类 | 259 | 12.61 | 75 | 8.70 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 5,490 | 33.54 | 1,590 | 28.12 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 14 | 7.69 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 21,996 | 13.57 | 6,373 | 8.94 | ||||
| 2025-08-04 | 13F | 现场和主要银行 | 5,433 | 0.39 | 1,574 | -3.73 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 1,074 | 0.47 | 311 | -3.42 | ||||
| 2025-08-22 | NP | FWATX - 富达顾问多资产收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 607 | 3.23 | 176 | -1.13 | ||||
| 2025-08-14 | 13F | 金融策略集团公司 | 27,491 | 5.18 | 7,644 | 2.69 | ||||
| 2025-08-04 | 13F | 雷德财富有限责任公司 | 1,897 | 0.05 | 550 | -4.02 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 92 | 16.46 | 27 | 13.04 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 120,531 | 0.24 | 34,920 | -3.83 | ||||
| 2025-07-30 | NP | FILFX - 战略顾问国际基金 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 | 15,541 | 20.44 | 4,619 | 25.39 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,160 | 3.85 | 626 | -0.48 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 21,667 | 0.45 | 6,277 | -3.64 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 778 | 225 | ||||||
| 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 | 193,471 | 0.17 | 56,052 | -3.90 | ||||
| 2025-07-15 | 13F | 法雷尔金融有限公司 | 2,296 | 0.35 | 665 | -3.76 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 184,940 | 4.89 | 53,581 | 0.63 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 885 | 10.76 | 256 | 6.22 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 144,774 | 3.92 | 41,942 | -0.31 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 12,735 | 1.55 | 3,690 | -2.56 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 69 | 20 | ||||||
| 2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 994 | 288 | ||||||
| 2025-07-10 | 13F | 瑞典银行 | 242,214 | 1.37 | 70,178 | -2.74 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 51,071 | 8.53 | 14,796 | 6.07 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 31 | 9 | ||||||
| 2025-07-24 | NP | FSPCX - 保险组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 369,605 | 0.68 | 109,847 | 4.81 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 928 | 0.32 | 269 | -3.94 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 2,404 | 2.91 | 696 | -1.28 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 57,104 | 16.38 | 16,544 | 11.66 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 2,116 | 11.43 | 613 | 6.98 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 162 | 3.85 | 47 | -2.13 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 19,307 | 5,594 | ||||||
| 2025-07-28 | NP | ESN - 基本 40 股票 ETF | 8,116 | 6.23 | 2,412 | 10.59 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 395 | 9.42 | 114 | 4.59 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 2,932 | 44.22 | 849 | 38.50 | ||||
| 2025-07-15 | 13F | 林奇建筑事务所/ | 692 | 201 | ||||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 5,165 | 259.93 | 1,496 | 245.50 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,669 | 4.64 | 484 | 0.42 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 44,400 | 13.76 | 12,702 | 19.70 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 1,487 | 91.38 | 432 | 83.83 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 403 | 38.49 | 120 | 43.37 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 16,193 | 0.68 | 4,691 | -3.42 | ||||
| 2025-06-30 | NP | 北极光基金信托 II - PeakShares 行业轮动 ETF | 478 | 35.41 | 142 | 42.00 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 1,968 | 6.44 | 572 | 2.33 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 1,659 | 4.80 | 481 | 0.42 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 54,909 | 1.72 | 16 | -6.25 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 3,841 | 2.43 | 1,160 | 11.87 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 12 | 3 | ||||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 84 | 24 | ||||||
| 2025-03-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 389 | 100.52 | 106 | 94.44 | ||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 8,495 | 0.83 | 2,461 | -3.26 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 13,520 | 36.00 | 3,917 | 30.48 | ||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 9,392 | 5.33 | 2,721 | 1.08 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 2,089 | 10.70 | 605 | 6.33 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 11,379 | 1.33 | 3,296 | -2.83 | ||||
| 2025-08-12 | 13F | Oak Associates Ltd /哦/ | 71,772 | 4.57 | 20,794 | 0.32 | ||||
| 2025-07-23 | 13F | IMZ 咨询公司 | 1,088 | 4.02 | 298 | -5.40 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 11 | 57.14 | 3 | 50.00 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 2,460 | 6.17 | 715 | 2.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 105,213 | 129.92 | 30,482 | 120.58 | ||||
| 2025-07-24 | NP | FADAX - 富达顾问股息增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,500 | 11.26 | 12,631 | 15.83 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 4,275 | 11.82 | 1,239 | 7.28 | ||||
| 2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 8,727 | 2,528 | ||||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 84 | 68.00 | 24 | 84.62 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 5,197 | 13.22 | 1,506 | 8.59 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 3,162 | 16.59 | 916 | 11.98 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 82 | 70.83 | 24 | 64.29 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 91,401 | 7.25 | 26,481 | 2.89 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 1,877 | 3.53 | 544 | -0.73 | ||||
| 2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 257,591 | 15.45 | 73,692 | 21.48 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 22,629 | 2.96 | 6,578 | -1.29 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 8,336 | 7.04 | 2,423 | 2.71 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 16 | 220.00 | 5 | 300.00 | ||||
| 2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 120,763 | 12.72 | 34,987 | 8.13 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 3,413 | 74.58 | 989 | 67.46 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 19,680 | 5,630 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 6,036 | 50.71 | 1,749 | 44.82 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 6,984 | 6.32 | 2,023 | 2.02 | ||||
| 2025-07-10 | 13F | 天空投资集团有限责任公司 | 2,397 | 1.61 | 694 | -2.53 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 30,260 | 14.18 | 8,767 | 9.53 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 7,291 | 12.32 | 2,112 | 7.76 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,248 | 3.88 | 668 | 8.27 | ||||
| 2025-06-25 | NP | AllianzGI 人工智能与技术机会基金 | 30,250 | 44.74 | 8,654 | 69.00 | ||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 786 | 9.93 | 228 | 5.58 | ||||
| 2025-07-22 | 13F | 塔尔博特金融有限责任公司 | 64,468 | 20.31 | 18,678 | 15.43 | ||||
| 2025-07-23 | 13F | 兰辛街顾问公司 | 4,150 | 53.70 | 1,206 | 47.98 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 1,270 | 368 | ||||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 投资者信托系列初始类别 | 14,650 | 2.89 | 4,244 | -1.30 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 1,563 | 17.96 | 465 | 22.75 | ||||
| 2025-06-26 | NP | HLFNX - 轩尼诗大型金融基金投资者类别 | 4,200 | 40.00 | 1,202 | 47.36 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 706 | 204 | ||||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 1,021 | 296 | ||||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 11,932 | 3,457 | ||||||
| 2025-08-13 | 13F | 裸金融服务公司 | 37 | 362.50 | 11 | 400.00 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,114 | 40.48 | 323 | 34.73 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 2,743 | 54.54 | 795 | 48.13 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 57 | 612.50 | 17 | 700.00 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 231,281 | 29.93 | 67,007 | 24.65 | ||||
| 2025-06-25 | NP | RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF | 131,022 | 7.46 | 37,483 | 13.07 | ||||
| 2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 1,748 | 8.57 | 507 | 4.12 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 874 | 0.11 | 253 | -3.80 | ||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 94,180 | 0.70 | 27,286 | -3.40 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 658 | 4.28 | 0 | |||||
| 2025-07-24 | 13F | 自由日解决方案有限责任公司 | 7,462 | 2,162 | ||||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 159,628 | 465.80 | 46,247 | 442.81 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 2,324 | 673 | ||||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 187,562 | 54,340 | ||||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 校准股息增长投资组合 VC 级 | 9,563 | 0.28 | 2,771 | -3.79 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 9 | 3 | ||||||
| 2025-08-13 | 13F | 首都国际有限公司 | 160,395 | 6.88 | 46,470 | 2.54 | ||||
| 2025-08-05 | 13F | 卡森咨询公司 | 1,388 | 0.58 | 402 | -3.37 | ||||
| 2025-07-21 | 13F | DHJJ财务顾问有限公司 | 16 | 1,500.00 | 5 | |||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 61 | 18 | ||||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 2,438 | 706 | ||||||
| 2025-08-13 | 13F | 资本基金管理公司 | 67,469 | 19,547 | ||||||
| 2025-08-05 | 13F | 王朝财富管理有限责任公司 | 2,963 | 2.70 | 858 | -1.49 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 4,782 | 56.38 | 1,389 | 50.00 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 0 | 0 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | 157,131 | 4.52 | 45,524 | 0.27 | ||||
| 2025-08-08 | 13F | L & S 顾问公司 | 9,743 | 42.63 | 2,823 | 36.86 | ||||
| 2025-03-27 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 390 | 4.56 | 106 | 0.95 | ||||
| 2025-08-05 | 13F | Accucest全球顾问公司 | 780 | 226 | ||||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 65 | 3.17 | 17 | 0.00 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,046 | 7.57 | 593 | 3.14 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 264,104 | 5.18 | 75,555 | 10.67 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 32,546 | 2.82 | 9,429 | -1.36 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 1,456 | 422 | ||||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 78,404 | 36.36 | 22,715 | 30.82 | ||||
| 2025-07-29 | NP | PJFV - PGIM Jennison 聚焦价值 ETF | 1,661 | 17.39 | 494 | 22.33 | ||||
| 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 | 60,456 | 4.92 | 17,968 | 9.22 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 67,569 | 4.72 | 19,576 | 7.59 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 9,627 | 5.02 | 2,789 | 0.76 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 5,760 | 26.87 | 1,669 | 21.66 | ||||
| 2025-04-25 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 155,003 | 31.70 | 44,250 | 30.22 | ||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 3,139 | 2.78 | 910 | -1.41 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 90,705 | 54.92 | 26,279 | 48.63 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 42 | 16.67 | 12 | 20.00 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 3,550 | 1.37 | 1,029 | -2.74 | ||||
| 2025-07-31 | 13F | 卫报财富顾问有限责任公司 | 1,050 | 2.04 | 304 | -1.94 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 367 | 8.58 | 0 | |||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 4,521 | 0.16 | 1,310 | -3.96 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 20,400 | 64.62 | 5,910 | 57.94 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 21,742 | 2.34 | 6,299 | -1.81 | ||||
| 2025-07-17 | 13F | Elser 财务规划有限公司 | 1,711 | 472 | ||||||
| 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 | 21 | 6 | ||||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 5,293 | 37.91 | 1,534 | 32.27 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 902 | 14.03 | 261 | 9.66 | ||||
| 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 | 44,915 | 16.59 | 13,013 | 11.85 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 2,466 | 5.25 | 714 | 0.99 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 7,019 | 224.05 | 2,034 | 210.86 | ||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 2,127 | 616 | ||||||
| 2025-08-12 | 13F | 左脑财富管理有限责任公司 | 21,331 | 243.44 | 6,180 | 229.60 | ||||
| 2025-08-13 | 13F | 挪威银行 | 4,125,146 | 1,195,137 | ||||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 6,978 | 43.73 | 2,022 | 37.86 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 2,746 | 796 | ||||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 1,015 | 294 | ||||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,515 | 90.15 | 8,177 | 97.99 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 357,047 | 52.32 | 103,444 | 46.13 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 19,943 | 0.44 | 5,927 | 4.57 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,105 | 9.62 | 320 | 5.26 | ||||
| 2025-08-15 | NP | BWLAX - American Beacon Bridgeway 大盘价值基金 A 类 | 9,040 | 419.54 | 2,619 | 398.86 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 586,472 | 0.93 | 169,867 | -3.20 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 756 | 219 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 44 | 4.76 | 13 | 9.09 | ||||
| 2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 1,149 | 10.37 | 341 | 14.81 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 6,115 | 3.36 | 1,778 | -0.78 | ||||
| 2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 17,000 | 88.89 | 5 | 100.00 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 13,753 | 17.69 | 3,985 | 12.89 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 8,333 | 2.75 | 2,414 | -1.43 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 861 | 0.82 | 249 | -3.11 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 73,855 | 588.30 | 21,397 | 560.40 | ||||
| 2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 9,818,992 | 4.52 | 2,844,760 | 0.28 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 150 | 45 | ||||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 142 | 41 | ||||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 868 | 91.19 | 251 | 83.21 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,288 | 2.47 | 373 | -1.58 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 2,629 | 32.18 | 762 | 26.83 | ||||
| 2025-08-14 | 13F | 莱特森投资管理公司 | 11,716 | 0.76 | 3,394 | -3.33 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 7,584 | 15.93 | 2,197 | 11.24 | ||||
| 2025-08-14 | 13F | 运营顾问有限责任公司 | 181 | 13.84 | 52 | 8.33 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 304,480 | 3.77 | 88 | 0.00 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 5,813 | 16.26 | 1,684 | 11.60 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 9,452 | 2.96 | 2,738 | -1.23 | ||||
| 2025-07-23 | 13F | InTrack投资管理公司 | 5,712 | 155.34 | 1,655 | 145.04 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 571 | 23.86 | 165 | 18.71 | ||||
| 2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 1,758 | 161.22 | 509 | 150.74 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 30,606 | 21.17 | 9,096 | 26.16 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 175 | 40.00 | 51 | 35.14 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 932 | 4.60 | 270 | 0.37 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 576 | 286.58 | 167 | 277.27 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 718 | 8.30 | 209 | 4.00 | ||||
| 2025-05-30 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 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 | 2,465 | 2.62 | 744 | 12.22 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 12,943 | 39.67 | 3,847 | 45.41 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 23,915 | 1.19 | 6,929 | -2.91 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 57,164 | 159.88 | 16,562 | 149.34 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 1,184 | 39.46 | 343 | 33.59 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 6,618 | 104.39 | 1,917 | 96.21 | ||||
| 2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 6,609 | 0.59 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | 美国高级投资管理研究所有限责任合伙 | 1,575 | 6.42 | 465 | 10.98 | ||||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 123 | 10.81 | 37 | 16.13 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 11,750 | 4.34 | 3,404 | 0.12 | ||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 1,976 | 4.83 | 563 | 0.90 | ||||
| 2025-07-30 | 13F | 施瓦茨投资顾问公司 | 200,050 | 8.11 | 57,958 | 3.71 | ||||
| 2025-08-06 | 13F | 麦克雷资本管理公司 | 43,846 | 2.23 | 12,703 | -1.92 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 158,311 | 479.02 | 45,866 | 455.54 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 403,544 | 0.66 | 116,819 | -3.44 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 1,519 | 19.61 | 442 | 14.84 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 73,840 | 1.34 | 21 | -4.55 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 223 | 8.78 | 65 | 3.23 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 668 | 0.60 | 194 | -3.50 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,392 | 14.38 | 403 | 9.81 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 1,844 | 6.65 | 534 | 2.30 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 424 | 17.13 | 121 | 23.47 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 13,065 | 101.37 | 3,785 | 93.21 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 2,119 | 2.52 | 614 | -1.76 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 13,000 | 75.68 | 3,766 | 68.58 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 2,738 | 22.07 | 793 | 17.13 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 5,526 | 869.47 | 1,601 | 830.23 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 4,095 | 35.96 | 1,186 | 30.47 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 1,622 | 100.00 | 470 | 92.21 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 69,000 | 238.24 | 19,991 | 224.51 | |||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 4,148 | 5.60 | 1,202 | 1.26 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 157,100 | 18.66 | 45,515 | 13.84 | |||
| 2025-07-29 | NP | JDVRX - PGIM JENNISON 价值基金 R 级 | 44,062 | 2.63 | 13,095 | 6.85 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 2,388 | 168.31 | 692 | 157.84 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 1,324 | 3.76 | 384 | -0.52 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 14,837 | 0.43 | 4,299 | -3.65 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 4,508 | 8.81 | 1,306 | 14.16 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 747,379 | 6.68 | 216,531 | 2.34 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 79 | 29.51 | 23 | 22.22 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 8,032 | 9.16 | 2,327 | 14.52 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 29,437 | 5.09 | 8,537 | 0.81 | ||||
| 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 | 1,271 | 2.09 | 368 | -1.87 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 1,985 | 214 | ||||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 3,253 | 14.10 | 942 | 9.41 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 1,087 | 0.09 | 315 | -3.98 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 5,300 | 6.00 | 1,536 | 1.72 | |||
| 2025-08-08 | 13F | 维斯特科公司 | 9,251 | 29.24 | 3 | 0.00 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,964 | 30.23 | 859 | 24.89 | ||||
| 2025-08-08 | 13F | 第1776章 | 2,712 | 0.26 | 786 | -3.80 | ||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 1,074 | 0.47 | 0 | |||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 58,821 | 1.38 | 17,042 | -2.74 | ||||
| 2025-07-25 | 13F | 倡导集团有限责任公司 | 24,055 | 0.47 | 6,969 | -3.61 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 11,738 | 4.27 | 3,401 | 0.03 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 5,872 | 13.05 | 1,701 | 8.48 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 809,794 | 1.51 | 240,671 | 5.68 | ||||
| 2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 16,932 | 0.95 | 5,032 | 5.10 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 4 | 1 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 4,385 | 104.43 | 1,270 | 96.29 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 63,678 | 2.87 | 18,449 | -1.31 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 36 | 56.52 | 10 | 66.67 | ||||
| 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 | 52,467 | 4.48 | 14,265 | 0.57 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 32,129 | 0.31 | 9,308 | -3.76 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 1,400 | 406 | |||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 4,918 | 1,425 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 15,617 | 5.62 | 4,525 | 1.32 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 9,798 | 6.19 | 2,803 | 11.76 | ||||
| 2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 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 | 6,504 | 10.93 | 1,884 | 6.44 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 62,108 | 19.65 | 17,986 | 16.91 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 2,978 | 863 | ||||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 821,466 | 20.62 | 238,011 | 15.71 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 2,271 | 658 | ||||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 32,260 | 14.67 | 9,346 | 10.02 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47,061 | 2.13 | 13,635 | -2.02 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 3,283 | 36.79 | 939 | 44.02 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 1,705 | 0.18 | 477 | -1.04 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 34 | 6.25 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 64,912 | 0.72 | 18,801 | -3.43 | ||||
| 2025-07-28 | 13F | 创新财富合作伙伴 | 748 | 12.48 | 217 | 8.00 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 2,839 | 0.60 | 823 | -3.52 | ||||
| 2025-06-26 | NP | HEOMX - 哈特福德气候机会基金 A 级 | 5,909 | 39.49 | 1,690 | 46.83 | ||||
| 2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 783 | 5.38 | 0 | |||||
| 2025-07-11 | 13F | 永久有限公司 | 7,010 | 3.16 | 2,031 | -1.07 | ||||
| 2025-07-10 | 13F | Strathmore 资本顾问公司 | 1,942 | 544 | ||||||
| 2025-08-11 | 13F | 西太平洋银行 | 4,725 | 32.80 | 1,369 | 27.37 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 8,577 | 222.93 | 2,454 | 239.75 | ||||
| 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 | 639,559 | 19.84 | 185,293 | 14.97 | ||||
| 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 | 21,990 | 15.04 | 6,371 | 10.36 | ||||
| 2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 1,724 | 20.90 | 499 | 16.05 | ||||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 696 | 137.54 | 199 | 151.90 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 12 | 9.09 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 46 | 31.43 | 13 | 30.00 | ||||
| 2025-08-12 | 13F | NWF咨询服务公司 | 1,070 | 21.59 | 323 | 32.92 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 280,558 | 21.95 | 81,283 | 17.00 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 2,325 | 11.73 | 665 | 17.70 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 2,485 | 720 | ||||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 500 | 145 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 428,300 | 35.84 | 124,087 | 30.32 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 96,515 | 155.81 | 27,962 | 145.43 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 10,675 | 0.68 | 3,103 | -3.36 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 37,555 | 3.01 | 10,880 | -1.17 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 804 | 5.24 | 233 | 0.87 | ||||
| 2025-07-25 | NP | LBSAX - 哥伦比亚股息收入基金 A 类 | 2,871,626 | 6.75 | 853,447 | 11.14 | ||||
| 2025-08-06 | 13F | 神剑管理公司 | 866 | 0.35 | 251 | -3.85 | ||||
| 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 | 36,329 | 1.95 | 10,525 | -2.19 | ||||
| 2025-08-05 | 13F | 入口私人财富有限责任公司 | 715 | 0.70 | 207 | -3.27 | ||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 9,206 | 0.79 | 2,667 | -3.30 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 388,891 | 1.18 | 113 | -2.61 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 223 | 65 | ||||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 199 | 2.05 | 58 | -1.72 | ||||
| 2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 941 | 0.21 | 0 | |||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 2,244 | 597 | ||||||
| 2025-07-29 | 13F | WCM投资管理有限公司 | 9,969 | 0.69 | 2,842 | -3.17 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 800 | 14.29 | 232 | 9.48 | |||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 15,438 | 0.13 | 4,473 | -3.95 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 3,901 | 6.88 | 1,130 | 2.54 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 2,937 | 851 | ||||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 1,000 | 290 | ||||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 811 | 235 | ||||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 173 | 0.58 | 50 | -3.85 | ||||
| 2025-07-30 | 13F | 道德公司 | 57,825 | 0.33 | 16,487 | -5.09 | ||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 2,420 | 13.88 | 701 | 9.36 | ||||
| 2025-07-23 | 13F | 基德·斯蒂芬·W | 890 | 7.23 | 258 | 2.80 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 14,774 | 3.26 | 4,280 | -0.93 | ||||
| 2025-07-25 | 13F | 夏普金融服务有限公司 | 725 | 210 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 7,745 | 3.28 | 2,244 | -0.93 | ||||
| 2025-08-27 | NP | Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares | 206 | 60 | ||||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 18,082 | 29.15 | 5,156 | 24.22 | ||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 1,045 | 303 | ||||||
| 2025-07-25 | 13F | 自然投资有限公司 | 3,091 | 5.78 | 1 | |||||
| 2025-05-30 | NP | RAYD - 瑞联量化发达市场股票ETF | 6,040 | 94.46 | 1,824 | 160.20 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 3,600 | 1,043 | |||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 401,735 | 88.05 | 119,396 | 95.77 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 80,321 | 23,271 | ||||||
| 2025-08-12 | 13F | 安普夸银行 | 4,382 | 14.74 | 1,227 | 6.33 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 473,893 | 36.23 | 137,296 | 30.69 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 19,053 | 14.66 | 5,663 | 19.38 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 96,632 | 19.99 | 27,644 | 26.26 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 26,565 | 0.22 | 7,697 | -3.85 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 10,200 | 2,955 | |||||
| 2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,012,638 | 4.87 | 293,381 | 0.61 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 17,100 | 4,954 | |||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 3,600 | 1,043 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | 2,184,045 | 15.33 | 632,762 | 10.64 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 3,169 | 217.85 | 918 | 204.98 | ||||
| 2025-05-27 | NP | 第一信托可变保险信托 - 第一信托资本实力投资组合 I 类 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 | 12,155 | 13.33 | 3,671 | 23.86 | ||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 40 | 100.00 | 11 | 120.00 | ||||
| 2025-08-14 | 13F | 绍斯波特管理有限公司 | 2,000 | 100.00 | 579 | 92.36 | ||||
| 2025-08-26 | NP | GDMYX - 机构防御性市场策略基金 | 42,425 | 14.58 | 12,291 | 9.92 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 5,521 | 3.99 | 1,600 | -0.25 | ||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 10,955 | 0.23 | 3,174 | -3.85 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 13,237 | 27.45 | 3,777 | 22.55 | ||||
| 2025-07-30 | 13F | 杏财富有限责任公司 | 10,694 | 2.39 | 3,098 | -1.74 | ||||
| 2025-08-29 | NP | JVLAX - 约翰汉考克纪律价值基金 A 类 | 326,107 | 2.20 | 94,480 | -1.95 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 26,413 | 3.63 | 7,653 | -0.57 | ||||
| 2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 19,806 | 1.66 | 5,738 | -2.46 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 3,532 | 30.81 | 1,023 | 25.52 | ||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 2,118 | 14.18 | 614 | 9.46 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 3,000 | 900.00 | 869 | 865.56 | |||
| 2025-08-13 | 13F | 博特尔古德曼有限公司 | 1,339,427 | 4.57 | 388 | 0.52 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 450 | 130 | ||||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 2,655 | 212.35 | 769 | 200.39 | ||||
| 2025-07-15 | 13F | Ccm 投资顾问有限公司 | 48,169 | 0.66 | 13,956 | -3.43 | ||||
| 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 | 57,356 | 3.21 | 16,617 | -0.98 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 1,981 | 1.64 | 574 | -2.55 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 17,300 | 18.49 | 5,012 | 13.68 | |||
| 2025-08-14 | 13F | 卡迪夫公园顾问有限公司 | 2,060 | 15.86 | 597 | 11.19 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 15,100 | 24.79 | 4,375 | 19.70 | |||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 9,257 | 19.00 | 2,683 | 14.18 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 885 | 449.69 | 256 | 433.33 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,358 | 2.18 | 393 | -2.00 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 12,300 | 28.12 | 3,564 | 22.90 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 19,500 | 18.90 | 5,650 | 14.08 | |||
| 2025-03-26 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 370,134 | 11.04 | 100,632 | 6.89 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 626,184 | 11.37 | 181,418 | 6.84 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 2,273 | 15.85 | 658 | 11.15 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 8,500 | 2,463 | ||||||
| 2025-08-29 | 13F | 全面投资管理公司 | 22 | 6 | ||||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 993 | 13.62 | 288 | 9.13 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 2,683 | 5.55 | 777 | 1.30 | ||||
| 2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 843 | 10.20 | 244 | 5.63 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 78 | 200.00 | 23 | 214.29 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 1,714 | 0.18 | 497 | -3.88 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 905 | 7.23 | 262 | 3.15 | ||||
| 2025-08-14 | 13F | 阿穆森亨萨克联合有限责任公司 | 1,405 | 408 | ||||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 2,998 | 13.56 | 869 | 8.91 | ||||
| 2025-08-14 | 13F | 挑战者财富管理 | 1,915 | 5.63 | 555 | 1.28 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 32,844 | 3.68 | 9,517 | -0.50 | ||||
| 2025-07-31 | 13F | 时刻合作伙伴有限责任公司 | 1,203 | 0.59 | 349 | -3.60 | ||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 889 | 13.25 | 257 | 8.90 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 791 | 5.33 | 229 | 1.33 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 11,051 | 29.80 | 3,202 | 24.50 | ||||
| 2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 8,127 | 1.25 | 2,162 | -10.81 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 22,400 | 65.93 | 6,490 | 59.20 | ||||
| 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 | 170,265 | 0.78 | 48,709 | 6.05 | ||||
| 2025-06-24 | NP | QLV - FlexShares 美国质量低波动指数基金 | 3,440 | 7.57 | 984 | 13.23 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 42,713 | 0.86 | 12,375 | -3.24 | ||||
| 2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 15,184 | 1.63 | 4,399 | -2.50 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 8,238 | 4.81 | 2,387 | 0.55 | ||||
| 2025-08-07 | 13F | 戴维森资本管理公司 | 11,499 | 1.73 | 3,331 | -2.40 | ||||
| 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 | 27,981 | 2.30 | 8,316 | 6.49 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 89,313 | 8.96 | 25,876 | 4.53 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 10,445 | 0.63 | 3,026 | -3.45 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 3,081 | 308,000.00 | 893 | |||||
| 2025-08-11 | 13F | 美国信安证券公司 | 17,085 | 22.69 | 4,950 | 28.65 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 3,415 | 7.12 | 989 | 2.81 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 323,982 | 93,864 | ||||||
| 2025-08-27 | NP | TACLX - Touchstone 大盘基金 A 类 | 31,696 | 0.31 | 9,183 | -3.76 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 47 | 23.68 | 0 | |||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 47 | 6.82 | 14 | 0.00 | ||||
| 2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 1,876 | 544 | ||||||
| 2025-07-22 | 13F | 金融洞察公司 | 899 | 7.41 | 260 | 3.17 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 16,400 | 4,751 | ||||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 1,245,738 | 0.72 | 360,915 | -1.56 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 51,532 | 61.96 | 14,742 | 70.43 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 44,614 | 32.53 | 12,926 | 27.14 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 28,609 | 2.51 | 8,289 | -1.66 | ||||
| 2025-05-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 3,017 | 15.86 | 911 | 26.70 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 6,200 | 21.57 | 1,796 | 16.62 | |||
| 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 | 137,928 | 2.29 | 39,458 | 7.64 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 114,239 | 1.13 | 32,681 | 6.41 | ||||
| 2025-08-22 | NP | 可变保险产品基金 IV - 金融服务投资组合初始类别 | 33,700 | 8.71 | 9,764 | 4.29 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 867 | 6.91 | 251 | 2.87 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 6,408 | 1,857 | ||||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 13,732 | 312.99 | 3,978 | 296.22 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 20,000 | 163.16 | 5,794 | 152.46 | |||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 1,165 | 10.74 | 338 | 11.59 | ||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 960 | 2.45 | 269 | 2.68 | ||||
| 2025-07-22 | 13F | 亨特帕金斯资本管理有限责任公司 | 38,283 | 0.11 | 11 | 0.00 | ||||
| 2025-08-26 | NP | DVRUX - 瑞银美国股息统治者基金 P 级 | 25,409 | 25.51 | 7,361 | 20.42 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 14 | 0 | ||||||
| 2025-07-28 | NP | KBWP - Invesco KBW 财产及意外伤害保险 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 | 135,531 | 20.34 | 40,280 | 25.28 | ||||
| 2025-07-21 | 13F | 轩尼诗顾问公司 | 4,500 | 50.00 | 1,304 | 43.98 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 12,055 | 4.12 | 3,493 | -0.11 | ||||
| 2025-07-24 | NP | FMILX - 富达新千年基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 144,209 | 5.80 | 42,859 | 10.14 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 12,315 | 150.51 | 3,568 | 162.67 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 607 | 0.17 | 176 | -4.37 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 1,200 | 348 | ||||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 59,668 | 1.21 | 17,287 | -2.90 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 25,893 | 55.32 | 7,502 | 49.01 | ||||
| 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 | 45,698 | 6.85 | 13,581 | 11.24 | ||||
| 2025-08-14 | 13F | 特洛伊资产管理有限公司 | 793,427 | 89.11 | 229,872 | 81.43 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 3,253 | 35.77 | 942 | 30.29 | ||||
| 2025-07-23 | 13F | 司法部有限责任公司 | 1,408 | 401 | ||||||
| 2025-08-22 | 13F | Cim投资管理公司 | 6,844 | 99.65 | 1,937 | 87.05 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 306 | 3.38 | 89 | -1.12 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 67,688 | 7.48 | 19,611 | 3.12 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 133,315 | 1.81 | 38,139 | 7.13 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 806 | 1.51 | 234 | -2.51 | ||||
| 2025-07-31 | 13F | 中央银行 | 3,778 | 1.50 | 1,095 | -2.67 | ||||
| 2025-06-27 | NP | PCBCX - 胜利先锋平衡基金C类 | 13,947 | 3,990 | ||||||
| 2025-07-17 | 13F | 巴里投资顾问有限公司 | 824 | 0.24 | 240 | -3.63 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,421 | 14.23 | 412 | 9.60 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 3,809 | 1,107 | ||||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 100,179 | 7.52 | 28,659 | 13.14 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 10,334 | 6.30 | 3,004 | 2.00 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 14,908 | 3.09 | 4 | 0.00 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 37,926 | 11,453 | ||||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 21,767 | 7.42 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 25,667 | 0.83 | 7,436 | -3.27 | ||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 12,863 | 35.53 | 3,823 | 41.09 | ||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 3 | 1 | ||||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 2,356 | 5.08 | 683 | 0.74 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 1,733 | 5.16 | 502 | 1.01 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 1,140 | 20.51 | 330 | 15.79 | ||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 15,566 | 3.77 | 4,510 | -0.44 | ||||
| 2025-08-14 | 13F | 弗吉尼亚伦敦公司 | 737,090 | 211.04 | 213,559 | 198.42 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 143 | 41 | ||||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 1,247 | 361 | ||||||
| 2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 83,240 | 26.01 | 24,116 | 20.89 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 206 | 90.74 | 60 | 84.38 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 10,578,578 | 2.16 | 3,064,826 | -1.99 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 212,696 | 10.38 | 63,213 | 14.91 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 1,225 | 5.51 | 350 | 11.11 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 105,763 | 13.96 | 30,642 | 9.33 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 5,941 | 16.22 | 1,700 | 22.32 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,404 | 7.46 | 4,121 | 13.06 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 13,700 | 13.22 | 3,969 | 8.62 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 508,929 | 214.62 | 147,447 | 201.84 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 80 | 23 | ||||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 4,771 | 1,382 | ||||||
| 2025-08-07 | 13F | PFG顾问 | 7,702 | 29.23 | 2,232 | 24.01 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 37 | 3,600.00 | 11 | 0.00 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 150 | 733.33 | 43 | 760.00 | ||||
| 2025-07-16 | 13F | 传奇财务顾问公司 | 63 | 18 | ||||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 23 | 7 | ||||||
| 2025-07-16 | 13F | 投资伙伴资产管理公司 | 1,789 | 19.35 | 518 | 14.60 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 104,200 | 1.46 | 30,189 | -2.66 | |||
| 2025-07-25 | 13F | 北美社区银行 | 15,108 | 0.73 | 4,377 | -3.38 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 4,909 | 305.37 | 1,422 | 289.59 | ||||
| 2025-06-26 | NP | FBLEX - 富达系列选股大盘价值基金 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 | 739,300 | 15.59 | 211,499 | 21.62 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 112,521 | 0.08 | 31,933 | -5.95 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 345,142 | 1,413.12 | 99,995 | 1,351.71 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 773 | 5.31 | 224 | 0.90 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 145,400 | 24.81 | 42,125 | 19.74 | |||
| 2025-08-14 | 13F | KKM 金融有限责任公司 | 12,967 | 28.69 | 3,757 | 23.47 | ||||
| 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 | 29,674 | 4.69 | 8,819 | 9.00 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 6,189,162 | 1.15 | 1,792,964 | -2.96 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 1,482 | 86.65 | 400 | 76.55 | ||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 1,090 | 26.74 | 316 | 21.62 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 16,772 | 3.20 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 19 | 35.71 | 6 | 66.67 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 59,330 | 0.55 | 17,189 | -3.54 | ||||
| 2025-08-14 | 13F | 亚里士多德大西洋合作伙伴有限公司 | 118,651 | 26.81 | 34,376 | 21.66 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 301,521 | 1.01 | 87,357 | -3.09 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 1,056 | 2.62 | 306 | -1.61 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 8,539 | 12.58 | 2,474 | 8.03 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 15,623 | 1.10 | 4,526 | -3.00 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 837 | 12.65 | 242 | 8.04 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 964 | 15.73 | 279 | 11.16 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 5,597 | 31.08 | 1,622 | 25.76 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 100,298 | 0.99 | 29,058 | -3.11 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 17 | 5 | ||||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 6,937 | 64.66 | 2,010 | 57.94 | ||||
| 2025-07-23 | 13F | 尼尔森资本管理有限责任公司 | 9,988 | 4.31 | 2,894 | 0.07 | ||||
| 2025-07-17 | 13F | 弗吉尼亚财富管理集团有限公司 | 17,997 | 0.58 | 5,214 | -3.50 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 392,270 | 9.63 | 113,649 | 5.18 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 13 | 4 | ||||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 723,646 | 18.45 | 210 | 13.59 | ||||
| 2025-08-14 | 13F | Altrinsic 全球顾问有限公司 | 1,392,846 | 46.88 | 403,535 | 40.91 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 5,964 | 1,728 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 5,870 | 16.93 | 1,745 | 21.70 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 93,078 | 1.26 | 26,967 | -2.85 | ||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 1,339 | 7.98 | 404 | 18.13 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 2,226 | 1.32 | 645 | -2.87 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 1,124 | 2.46 | 326 | -1.81 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 8,157 | 2.58 | 2,363 | 7.56 | ||||
| 2025-08-21 | NP | SUSLX - Lazard 美国可持续股票投资组合公开股票 | 482 | 3.43 | 140 | -0.71 | ||||
| 2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 670 | 17.96 | 194 | 13.45 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 192,229 | 4.88 | 55,693 | 0.62 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 23,724 | 14.75 | 6,873 | 10.09 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 10,375 | 3,006 | ||||||
| 2025-06-27 | NP | VLLU-Harbor AlphaEdge 大盘价值 ETF | 40 | 2.56 | 11 | 10.00 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 2,974 | 23.05 | 862 | 18.11 | ||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 7,645 | 676.93 | 2,215 | 645.45 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 5 | 1 | ||||||
| 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 | 14 | 16.67 | 4 | 33.33 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 3,521 | 5.48 | 1,020 | 1.19 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 115 | 0.88 | 33 | -2.94 | ||||
| 2025-08-13 | 13F | 财务与税务建筑师有限责任公司 | 2,347 | 0.34 | 680 | -3.68 | ||||
| 2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 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 | 20,019 | 5.24 | 5,727 | 10.75 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 29,518 | 4.61 | 8,552 | 0.36 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 1,439 | 417 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,638 | 1.87 | 469 | 7.09 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 16 | 5 | ||||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 1,290 | 52.48 | 374 | 46.27 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 5,366 | 848.06 | 1,555 | 814.12 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 101 | 20.24 | 29 | 16.00 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 2,461 | 1 | ||||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 3,430 | 2.21 | 994 | -1.97 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 217,722 | 8.98 | 64,707 | 13.45 | ||||
| 2025-08-27 | NP | CDHAX - 卡尔弗特国际责任指数基金 A 类 | 19,225 | 2.40 | 5,570 | -1.76 | ||||
| 2025-07-23 | 13F | Evexia 财富有限公司 | 31,826 | 5.62 | 8,725 | 1.73 | ||||
| 2025-08-06 | NP | SQBIX - X-Square 平衡基金有限责任公司机构类别 | 3,161 | 3.33 | 916 | -0.87 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 5,699 | 1,651 | ||||||
| 2025-07-31 | 13F | Mycio 财富合作伙伴有限公司 | 929,218 | 4.63 | 269,213 | 0.38 | ||||
| 2025-03-27 | NP | IHGIX - 哈特福德股息和增长基金 A 类 | 431,003 | 0.16 | 117,181 | -3.58 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 921 | 16.88 | 268 | 12.18 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 435,649 | 2.71 | 126,216 | -1.46 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 6,415 | 3.18 | 1,858 | -1.01 | ||||
| 2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 8,355 | 8.04 | 2,421 | 3.64 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 1,608 | 466 | ||||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 1,566 | 9.66 | 454 | 5.10 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 1,340 | 3.88 | 0 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 17,404 | 251.31 | 4,962 | 238.01 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2,019 | 15.11 | 585 | 10.40 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,598,583 | 13.34 | 456,523 | 7.71 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 121 | 35 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 62,256 | 6.40 | 18,502 | 10.77 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 49,700 | 67.34 | 14,170 | 60.95 | |||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 139,387 | 488.90 | 40,383 | 465.03 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 1,561 | 13.28 | 452 | -3.83 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 2,419 | 58.42 | 701 | 51.84 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 788 | 1.16 | 228 | 1.79 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 25,858 | 4.74 | 7,492 | 0.48 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 8,885 | 1,169.29 | 2,570 | 1,118.01 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 330 | 20.88 | 96 | 15.85 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 50,668 | 1.70 | 14,680 | -2.44 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 14 | 27.27 | 4 | 33.33 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 21 | 6 | ||||||
| 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 | 52,010 | 16.54 | 15,457 | 21.33 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 13 | 4 | ||||||
| 2025-04-22 | NP | GSPIX - 高盛机构资本增长基金 | 11,417 | 6.24 | 3,259 | 5.06 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 1,124 | 27.15 | 326 | 22.18 | ||||
| 2025-08-26 | NP | PRISX - T. Rowe Price 金融服务基金公司 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 | 184,964 | 3.64 | 53,588 | -0.57 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 1,279 | 23.34 | 371 | 18.21 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,295 | 13.00 | 375 | 8.38 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 4,772 | 32.15 | 1,383 | 26.79 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 32,325 | 3.56 | 9,248 | 8.97 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 66,430 | 2.51 | 19,302 | -1.65 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 3,792 | 12.12 | 1,099 | 7.54 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 393,830 | 0.09 | 114,100 | -3.98 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 4,173 | 0.24 | 1,209 | -3.90 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 24,369 | 0.49 | 7,060 | -3.58 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 4,841 | 85.55 | 1,403 | 77.92 | ||||
| 2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 7,346 | 2.55 | 2,128 | -1.62 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 4,737 | 4.52 | 1,377 | 0.29 | ||||
| 2025-07-09 | 13F | 鲍曼公司 | 8,703 | 0.07 | 2,521 | -4.04 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 8,801 | 3.20 | 2,550 | -1.01 | ||||
| 2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 134,768 | 1.54 | 39,045 | -2.59 | ||||
| 2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 1,158 | 337 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 97,265 | 20.28 | 28,180 | 15.39 |
