机构和基金投资人持股 - 买家
在纽约梅隆银行公司中开设新头寸的主要持有者包括 FNKLX - 富达系列价值发现基金, RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF, IWP - iShares Russell 中型成长 ETF, 麦克尔亨尼谢菲尔德资本管理有限责任公司, IWF - iShares Russell 1000 Growth ETF, Glenmede投资管理有限公司, FVDFX - 富达价值发现基金, 托德资产管理有限公司, FFLC - 富达新千年 ETF, Impact Asset Management GmbH, 交响金融有限公司, ERNZ - TrueShares 主动收益 ETF, 野山羊财富顾问, FMDGX - 富达中型成长指数基金, 瑞穗证券美国有限公司, TMLCX - Simt 税务管理大盘基金 F 类, 第一太平金融, 卡斯资本管理有限公司, MGOAX - Victory Munder 中盘核心成长基金 A 类, 和 奇尔顿投资有限公司 .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 8,483 | 6.73 | 773 | 15.92 | ||||
2025-05-07 | 13F | 霍兰资本顾问有限公司。 | 2,487 | 209 | ||||||
2025-07-23 | 13F | REAP金融集团有限责任公司 | 931 | 57.00 | 85 | 71.43 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 17,001 | 1.99 | 1,549 | 10.73 | ||||
2025-08-14 | 13F | Xponance公司 | 126,514 | 7.40 | 11,527 | 16.67 | ||||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 9,605 | 0.02 | 875 | 8.70 | ||||
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 | 12,297 | 14.11 | 1,090 | 13.67 | ||||
2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 2,991 | 23.54 | 273 | 33.99 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 11,405 | 33.52 | 1,039 | 45.11 | ||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 2,205 | 201 | ||||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 5,215 | 91.10 | 475 | 108.33 | ||||
2025-07-18 | 13F | 第一太平金融 | 47,220 | 4,302 | ||||||
2025-08-05 | 13F | 亨廷顿国家银行 | 11,401 | 1.98 | 1,039 | 10.78 | ||||
2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 16,787 | 5.90 | 1,529 | 15.05 | ||||
2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 101,953 | 77.95 | 9,289 | 93.30 | ||||
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 | 64,010 | 5,147 | ||||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,568 | 142.35 | 139 | 142.11 | ||||
2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 867,800 | 0.94 | 79,065 | 9.65 | ||||
2025-07-15 | 13F | 第五第三银行 | 109,016 | 1.42 | 9,932 | 10.17 | ||||
2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 6,337,226 | 0.87 | 577,385 | 9.58 | ||||
2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 70,206 | 44.69 | 6,221 | 44.15 | ||||
2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 343,701 | 31,315 | ||||||
2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 24,004 | 2,187 | ||||||
2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 3,809 | 9.90 | 347 | 19.66 | ||||
2025-07-08 | 13F | 希科利角银行与信托公司 | 4,107 | 2.50 | 374 | 11.31 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 2,665 | 0.99 | 243 | 9.50 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 4,440 | 0.91 | 372 | 10.06 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 27,700 | 0.10 | 2,524 | 8.75 | ||||
2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 3,931 | 46.46 | 316 | 37.39 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,068 | 1.91 | 86 | -5.56 | ||||
2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,089,677 | 50.86 | 185,166 | 50.28 | ||||
2025-08-14 | 13F | 两个西格玛证券有限公司 | 47,896 | 1,703.31 | 4,364 | 1,865.32 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,289 | 209 | ||||||
2025-08-18 | 13F | 雷克斯福德资本公司 | 9,175 | 836 | ||||||
2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 15,239 | 0.59 | 1,388 | 9.29 | ||||
2025-07-30 | 13F | 驱动财富管理有限公司 | 3,488 | 0.90 | 318 | 9.69 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 2,244 | 200.80 | 204 | 229.03 | ||||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 290 | 23.93 | 26 | 36.84 | ||||
2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 240 | 100.00 | 19 | 90.00 | ||||
2025-08-13 | 13F | 米罗娃 | 19,684 | 14.70 | 1,793 | 24.60 | ||||
2025-08-01 | 13F | 施兰斯基联合公司 | 29,439 | 0.75 | 2,682 | 9.47 | ||||
2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 22,296 | 19.94 | 2,031 | 30.28 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 19,286 | 17.71 | 1,709 | 17.23 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 8,901 | 86.14 | 735 | 83.75 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 71,299 | 25.00 | 6,496 | 35.79 | ||||
2025-08-14 | 13F | Fieldview 资本管理有限公司 | 17,024 | 1,551 | ||||||
2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 3,297 | 1.82 | 307 | 19.92 | ||||
2025-08-13 | 13F | 丰业资本公司 | 30,228 | 7.65 | 2,754 | 16.94 | ||||
2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 7,403 | 4.74 | 595 | 100.34 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 17,374 | 10.42 | 1,583 | 19.94 | ||||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 3,237 | 0.03 | 295 | 8.49 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,929 | 103.48 | 176 | 121.52 | ||||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 3,218 | 4.72 | 293 | 14.01 | ||||
2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,379 | 217 | ||||||
2025-08-08 | 13F | Altfest LJ & Co 公司 | 5,796 | 2.51 | 528 | 11.39 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 237,871 | 1.10 | 21,672 | 9.83 | ||||
2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,848 | 1.53 | 3,442 | 1.15 | ||||
2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 7,199 | 1.85 | 656 | 10.64 | ||||
2025-08-13 | 13F | 托德资产管理有限公司 | 119,332 | 10,872 | ||||||
2025-07-22 | 13F | 团队金融集团有限责任公司 | 42 | 4 | ||||||
2025-07-28 | 13F | 里索尔兹财富管理 | 30,710 | 5.28 | 2,798 | 14.35 | ||||
2025-08-14 | 13F | Impact Asset Management GmbH | 52,320 | 4,388 | ||||||
2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 4,005 | 0.07 | 365 | 8.66 | ||||
2025-08-07 | 13F | 米德资产管理公司 | 285,582 | 0.02 | 26,019 | 8.65 | ||||
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 | 53,918 | 1.76 | 4,778 | 1.36 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 24 | 166.67 | 2 | |||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 116 | 11 | ||||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 709 | 22.45 | 65 | 33.33 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 10,026 | 7.06 | 913 | 21.90 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 12,978 | 1,158.78 | 1,182 | 1,274.42 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 125,506 | 25.93 | 11,435 | 36.80 | ||||
2025-07-29 | 13F | S-Bank基金管理有限公司 | 8,663 | 789 | ||||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 9,375 | 754 | ||||||
2025-08-13 | 13F | 百达资产管理控股公司 | 508,411 | 2.53 | 46,322 | 11.41 | ||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 2,771 | 4.02 | 252 | 13.00 | ||||
2025-08-06 | 13F | 荷兰集团 | 11,671 | 13.18 | 1,063 | 23.03 | ||||
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 | 721,372 | 1.82 | 63,921 | 1.43 | ||||
2025-08-14 | 13F | 法灵顿资本有限公司 | 18,071 | 1,646 | ||||||
2025-06-27 | NP | VLLU-Harbor AlphaEdge 大盘价值 ETF | 142 | 0.71 | 11 | -8.33 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 271,832 | 5.17 | 24,767 | 14.25 | ||||
2025-08-14 | 13F | 农林中金银行 | 40,019 | 5.79 | 3,646 | 14.94 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 380,786 | 0.39 | 34,693 | 9.06 | ||||
2025-08-28 | NP | Elevation Series Trust - TrueShares 主动收益 ETF | 9,312 | 848 | ||||||
2025-07-10 | 13F | 巴德尔银行 | 4,729 | 21.98 | 426 | 32.40 | ||||
2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,722 | 53.78 | 2,634 | 53.17 | ||||
2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 18,530 | 4,311.90 | 1,642 | 9,016.67 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 6,173 | 0.69 | 562 | 9.34 | ||||
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 | 15,935 | 4.57 | 1,452 | 13.54 | ||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 62,149 | 3.09 | 4,997 | -3.53 | ||||
2025-08-14 | 13F | 采石场LP | 7,811 | 27.28 | 712 | 38.33 | ||||
2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 2,407 | 0.50 | 219 | 9.50 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Call | 5,000 | 456 | |||||
2025-08-14 | 13F | 迪恩资本管理公司 | 34,168 | 5.66 | 3,113 | 14.79 | ||||
2025-07-28 | 13F | 双树管理有限公司 | 169,583 | 4.08 | 15,451 | 13.06 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 179,757 | 4.19 | 16 | 14.29 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 334,388 | 1.66 | 30 | 11.11 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 234,536 | 199.76 | 21,373 | 230.02 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 22,994,846 | 1.54 | 2,095,060 | 10.30 | ||||
2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 52 | 26.83 | 4 | 33.33 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 11,454 | 15.32 | 921 | 7.97 | ||||
2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 70 | 1.45 | 6 | 20.00 | ||||
2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 2,427 | 240 | ||||||
2025-08-06 | 13F | 马可投资管理有限公司 | 3,127 | 4.23 | 285 | 13.15 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 446 | 88.98 | 41 | 110.53 | ||||
2025-07-22 | 13F | 铁马财富管理有限公司 | 920 | 4,500.00 | 84 | 8,200.00 | ||||
2025-08-04 | 13F | 资产标记公司 | 142,655 | 101.03 | 12,997 | 118.40 | ||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 16,626 | 63.80 | 1,515 | 78.12 | ||||
2025-07-07 | 13F | 西联银行 | 4,737 | 1.91 | 432 | 10.80 | ||||
2025-08-14 | 13F | 德肖公司 | 355,856 | 32,422 | ||||||
2025-08-12 | 13F | 地平线金融服务有限公司 | 33 | 106.25 | 3 | 200.00 | ||||
2025-07-22 | 13F | 格莱姆斯公司 | 6,209 | 3.26 | 566 | 12.10 | ||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 3,752 | 342 | ||||||
2025-08-14 | 13F | 牛津资产管理公司 | 29,160 | 313.56 | 2,657 | 349.41 | ||||
2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 209,641 | 15.26 | 19,100 | 25.20 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 265,166 | 1.07 | 24 | 14.29 | ||||
2025-08-18 | 13F | Onefund有限责任公司 | 1,983 | 0 | ||||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 6,375 | 41.79 | 581 | 53.85 | ||||
2025-08-12 | 13F | 英国保诚集团 | 296,448 | 16.12 | 27,009 | 26.14 | ||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 913 | 4.46 | 83 | 13.70 | ||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 7,160 | 1,225.93 | 109 | 140.00 | ||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 6,923 | 14.58 | 631 | 24.51 | ||||
2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 1,387 | 856.55 | 126 | 950.00 | ||||
2025-06-26 | NP | FNKLX - 富达系列价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 529,700 | 42,593 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 2,019 | 1.15 | 184 | 9.58 | ||||
2025-08-14 | 13F | 法国巴黎银行 | 72,184 | 39.19 | 6,577 | 51.21 | ||||
2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 172,189 | 7.40 | 15,688 | 16.67 | ||||
2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 8,598 | 73.31 | 691 | 62.21 | ||||
2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 268 | 14.53 | 24 | 15.00 | ||||
2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 66,954 | 0.07 | 5,384 | -6.37 | ||||
2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 58,682 | 11.24 | 5,347 | 20.84 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 32,050 | 7.37 | 2,920 | 16.66 | ||||
2025-08-28 | NP | HSAFX - 赫斯曼战略配置基金 | 500 | 46 | ||||||
2025-06-26 | NP | WLTG - WealthTrust DBS 长期增长 ETF | 11,995 | 8.35 | 965 | 1.37 | ||||
2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 1,199 | 11,890.00 | 109 | |||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 4,447 | 12.10 | 405 | 21.99 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 18,898,373 | 4.34 | 1,717,074 | 13.33 | ||||
2025-08-04 | 13F | 精明顾问公司 | 2,334 | 213 | ||||||
2025-08-13 | 13F | 哈弗福德信托公司 | 3,159 | 0.83 | 288 | 9.54 | ||||
2025-08-18 | NP | GVEQX - 政府街股票基金 | 4,000 | 364 | ||||||
2025-06-26 | NP | FDWM - 富达女性领导力 ETF | 291 | 23 | ||||||
2025-08-12 | 13F | APG 资产管理公司 | 400,700 | 1.31 | 31,101 | 1.28 | ||||
2025-08-22 | NP | PEPS——参数股票加ETF | 889 | 5.08 | 81 | 14.29 | ||||
2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 5,839 | 0.57 | 532 | 9.47 | ||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 102 | 9 | ||||||
2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 16,366 | 0.07 | 1,491 | 8.75 | ||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 58,167 | 399.63 | 5,300 | 442.93 | ||||
2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 219 | 8.42 | 18 | 20.00 | ||||
2025-07-31 | 13F | 阿尔钛全球公司 | 2,746 | 251 | ||||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 156,886 | 0.01 | 14,294 | 8.64 | ||||
2025-07-31 | 13F | 沃恩大卫投资公司/il | 10,406 | 3.09 | 1 | |||||
2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 3,802 | 26.40 | 337 | 25.84 | ||||
2025-08-14 | 13F | Polymer资本管理(美国)有限责任公司 | 30,600 | 2,788 | ||||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 44,081 | 31.13 | 4,016 | 42.46 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 7,234 | 7.31 | 659 | 16.64 | ||||
2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 651,660 | 8.01 | 59,373 | 17.33 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 142 | 13 | ||||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 108 | 10 | ||||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 34,415 | 1,129.11 | 3,134 | 8.41 | ||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 468 | 5.41 | 41 | 5.13 | ||||
2025-07-31 | 13F | MQS 管理有限责任公司 | 2,409 | 219 | ||||||
2025-08-11 | 13F | 艾迪生资本公司 | 6,190 | 0.02 | 564 | 8.48 | ||||
2025-07-25 | 13F | 养老金保障基金委员会 | 17,300 | 69.61 | 1,576 | 84.33 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 64,000 | 11.50 | 5,831 | 21.13 | |||
2025-08-14 | 13F | 间隔合伙人有限合伙人 | 84,554 | 7,704 | ||||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 3,600 | 328 | |||||
2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 31,441 | 2,865 | ||||||
2025-07-21 | 13F | Ameriflex 集团公司 | 15 | 1 | ||||||
2025-08-13 | 13F | 新斯科舍银行 | 651,135 | 698.62 | 59,325 | 767.56 | ||||
2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 287,633 | 68.82 | 23,129 | 57.98 | ||||
2025-07-28 | 13F | 晨星投资管理有限责任公司 | 4,310 | 0 | ||||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 19,065 | 1,737 | ||||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 395 | 10.34 | 0 | |||||
2025-07-22 | 13F | AMF Pensionsforsakring AB | 203,294 | 13.80 | 18,535 | 23.60 | ||||
2025-08-13 | 13F | 泰康资产管理(香港)有限公司 | 63,181 | 25.44 | 5,756 | 36.27 | ||||
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 | 255,094 | 17.50 | 23,242 | 27.65 | ||||
2025-06-05 | NP | GQLVX - 量化美国大盘价值股票投资组合 | 304 | 24 | ||||||
2025-08-11 | 13F | 花旗集团 | Call | 86,900 | 7,917 | |||||
2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 24 | 2 | ||||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 85 | 8 | ||||||
2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,624 | 291 | ||||||
2025-08-05 | 13F | 住友生命保险公司 | 15,694 | 1,430 | ||||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 69,590 | 2.45 | 6,340 | 11.29 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 15,989 | 7.67 | 1,457 | 16.95 | ||||
2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 8,463 | 2.19 | 771 | 11.10 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 16,210 | 67.30 | 1,477 | 81.77 | ||||
2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 2,500,849 | 3.02 | 227,852 | 11.92 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 31,903 | 12.73 | 2,907 | 33.67 | ||||
2025-07-16 | 13F | 海湾私人财富有限责任公司 | 4,929 | 449 | ||||||
2025-08-01 | 13F | 霍华德资本管理公司 | 4,541 | 6.15 | 414 | 15.36 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 25,128 | 2.95 | 2,289 | 11.82 | ||||
2025-08-14 | 13F | 家族管理公司 | 36,335 | 0.52 | 3,310 | 9.20 | ||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 2,864 | 1.60 | 261 | 10.17 | ||||
2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 33,364 | 147.65 | 2,683 | 131.81 | ||||
2025-08-12 | 13F | 保德信金融公司 | 1,763,162 | 13.25 | 160,642 | 23.03 | ||||
2025-07-23 | 13F | 瓦尔马克顾问公司 | 12,844 | 0.18 | 1,170 | 8.84 | ||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 196,613 | 17,913 | ||||||
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 | 6,269 | 28.78 | 504 | 20.57 | ||||
2025-07-22 | 13F | Gsa资本合伙公司 | 20,478 | 2 | ||||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 12,715 | 0.06 | 1,158 | 8.73 | ||||
2025-08-05 | 13F | 桥水顾问公司 | 3,472 | 4.96 | 354 | 33.71 | ||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 15,047 | 0.62 | 1,371 | 9.25 | ||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 27,240 | 2,482 | ||||||
2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 3,421 | 0.15 | 310 | 8.39 | ||||
2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 23,534 | 2.21 | 2,144 | 11.03 | ||||
2025-08-08 | 13F | IMA 财富公司 | 7 | 1 | ||||||
2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 97,925 | 14.17 | 8,677 | 13.74 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 19,414 | 11.91 | 1,769 | 21.60 | ||||
2025-07-23 | 13F | 钢峰财富管理有限公司 | 47,364 | 1,270.49 | 4,315 | 1,393.08 | ||||
2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 3,833 | 20.88 | 349 | 31.70 | ||||
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 | 358,144 | 2.73 | 32,630 | 11.60 | ||||
2025-08-08 | 13F | 维斯特科公司 | 14,029 | 5.54 | 1 | 0.00 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 56,800 | 2.72 | 5,175 | 11.58 | ||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 5,145 | 469 | ||||||
2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 67 | 6 | ||||||
2025-08-28 | NP | BITQ - Bitwise 加密行业创新者 ETF | 33,990 | 11.44 | 3,097 | 21.03 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 369,857 | 1,871.94 | 33,698 | 2,042.21 | ||||
2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 15,092 | 62.73 | 1,375 | 76.96 | ||||
2025-08-27 | NP | GSIB - 主题全球系统重要性银行 ETF | 5,132 | 83.29 | 468 | 99.57 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 7,938 | 378.19 | 638 | 349.30 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 471,602 | 1.07 | 42,968 | 9.79 | ||||
2025-08-26 | NP | IXG - iShares 全球金融 ETF | 28,433 | 2.46 | 2,591 | 11.30 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 61,255 | 360.70 | 5,581 | 400.45 | ||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 54,403 | 4.08 | 4,821 | 3.68 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 1 | 0 | ||||||
2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 1,158 | 9.56 | 93 | 3.33 | ||||
2025-07-24 | 13F | 赖斯合伙有限责任公司 | 3,200 | 292 | ||||||
2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 53,875 | 98.25 | 5 | 100.00 | ||||
2025-07-15 | 13F | 诺登集团有限公司 | 2,598 | 237 | ||||||
2025-04-29 | 13F | 佩森公司 | 8,581 | 4.35 | 720 | 13.95 | ||||
2025-07-14 | 13F | 西方资产管理有限责任公司 | 2,727 | 248 | ||||||
2025-08-13 | 13F | Virtus 投资顾问公司 | 17,619 | 7.07 | 1,605 | 16.30 | ||||
2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 244,011 | 1.48 | 21,622 | 1.09 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 36,449 | 52.43 | 3,321 | 65.59 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 837,797 | 2.88 | 76,332 | 11.76 | ||||
2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,031,713 | 7.41 | 91,420 | 7.00 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 343 | 27.04 | 28 | 17.39 | ||||
2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 7,520 | 4.44 | 685 | 13.60 | ||||
2025-06-24 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 83,554 | 28.49 | 6,719 | 20.22 | ||||
2025-07-21 | 13F | 乐凯资产管理有限公司 | 13,262 | 1,208 | ||||||
2025-08-04 | 13F | 联合银行 | 140,430 | 0.16 | 13 | 9.09 | ||||
2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 14,596 | 590.77 | 1,330 | 634.25 | ||||
2025-08-14 | 13F | 耆那全球有限公司 | 36,649 | 3,339 | ||||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 32,610 | 5.99 | 2,971 | 15.16 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 1,912 | 0.84 | 174 | 9.43 | ||||
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 | 288,300 | 6.78 | 26,267 | 16.00 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 27,664 | 8.31 | 2,806 | 31.00 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 955,532 | 2.13 | 80,140 | 11.49 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 118,428 | 226.28 | 10,790 | 254.43 | ||||
2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 106,791 | 31.34 | 9,730 | 42.67 | ||||
2025-07-22 | 13F | 汇合财富服务公司 | 11,761 | 0.95 | 1,072 | 18.34 | ||||
2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 5,480 | 3.83 | 499 | 12.90 | ||||
2025-07-29 | 13F | TFC财务管理 | 694 | 0.58 | 63 | 10.53 | ||||
2025-08-08 | 13F | 基石顾问有限责任公司 | 13,600 | 41.67 | 1,239 | 53.91 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 144,535 | 13,169 | ||||||
2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 199,788 | 7.11 | 16,065 | 0.22 | ||||
2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 482 | 10.05 | 44 | 19.44 | ||||
2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 1,700 | 13.33 | 151 | 12.78 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 276,375 | 10.11 | 25,181 | 19.61 | ||||
2025-08-11 | 13F | Primecap 管理公司/ca/ | 805,230 | 13.91 | 73,365 | 23.74 | ||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 46,244 | 4,213 | ||||||
2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 4,871 | 30.17 | 432 | 29.82 | ||||
2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 7,716 | 31.92 | 703 | 43.47 | ||||
2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 106,525 | 24.04 | 9,705 | 34.75 | ||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 35,044 | 16.49 | 3 | 50.00 | ||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 1,282,390 | 5.01 | 116,839 | 14.08 | ||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 4,329 | 3.24 | 384 | 2.96 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 11,081 | 0.96 | 1,010 | 9.67 | ||||
2025-04-25 | NP | VCULX - 成长基金 | 6,362 | 566 | ||||||
2025-08-13 | 13F | Transce3nd有限责任公司 | 84 | 833.33 | 8 | |||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 358,800 | 48.33 | 32,690 | 61.13 | |||
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 | 363,289 | 0.55 | 33,099 | 9.23 | ||||
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 | 146,883 | 2.45 | 13,015 | 2.05 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | 646,933 | 57.19 | 58,942 | 70.77 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 130,574 | 241.38 | 11,897 | 270.94 | ||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 2,580 | 5.61 | 235 | 15.20 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 47,600 | 9.93 | 4,337 | 19.42 | |||
2025-08-12 | 13F | 创始者有限公司 | 22,812 | 2,078 | ||||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 176,500 | 16.04 | 16,081 | 26.06 | |||
2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 14,515 | 7.11 | 1,322 | 16.37 | ||||
2025-08-13 | 13F | 胜利资本管理公司 | 865,083 | 4.54 | 78,848 | 13.61 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 77,270 | 6,213 | ||||||
2025-07-09 | 13F | 捷克国家银行 | 174,877 | 6.09 | 15,933 | 15.25 | ||||
2025-08-26 | NP | EHLS - 均势多空 ETF | 3,747 | 4.69 | 341 | 13.67 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 12,564 | 6.21 | 1,145 | 15.32 | ||||
2025-07-31 | 13F | 汉隆投资管理有限公司 | 8,753 | 1.71 | 797 | 10.54 | ||||
2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 6,129 | 1.66 | 558 | 10.50 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 7,477 | 5.68 | 696 | 26.59 | ||||
2025-08-14 | 13F | 帕资本管理公司 | 26,364 | 2,402 | ||||||
2025-05-19 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 32,972 | 0.43 | 2,765 | 9.64 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 187,634 | 9.29 | 15,088 | 2.27 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 38,500 | 16.31 | 3,508 | 26.33 | |||
2025-08-14 | 13F | 马耳他资本管理有限公司 | 15,000 | 1,367 | ||||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 90,133 | 4.12 | 8,212 | 13.11 | ||||
2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 602,164 | 54,863 | ||||||
2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus Rampart 增强核心股票系列 A 类 | 21,049 | 1,918 | ||||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 828 | 13.74 | 75 | 22.95 | ||||
2025-08-06 | 13F | 布鲁克特里资本管理公司 | 2,860 | 261 | ||||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 6,843 | 13.35 | 624 | 23.12 | ||||
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 | 177,270 | 0.18 | 14,254 | -6.26 | ||||
2025-07-28 | 13F | Kiker 财富管理有限公司 | 36 | 3 | ||||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,107 | 285.71 | 101 | 316.67 | ||||
2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 7,585 | 56.07 | 691 | 69.78 | ||||
2025-08-14 | 13F | FIL有限公司 | 3,759 | 342 | ||||||
2025-07-16 | 13F | TCI 财富顾问公司 | 2,292 | 209 | ||||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 35,513 | 38.80 | 3,236 | 50.82 | ||||
2025-08-22 | NP | FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49,777 | 4,535 | ||||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,823 | 1,192.91 | 147 | 1,116.67 | ||||
2025-08-01 | 13F | 财富观察顾问公司 | 1,346 | 240 | ||||||
2025-08-21 | NP | MXEBX - Great-West 核心策略:美国股票基金机构类 | 4,808 | 8.39 | 438 | 17.74 | ||||
2025-08-12 | 13F | Axq资本有限合伙人 | 18,708 | 1,704 | ||||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 204,900 | 369.95 | 18,668 | 410.61 | |||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 45,600 | 30.29 | 4,155 | 41.53 | |||
2025-08-28 | NP | HSGFX - 赫斯曼战略增长基金 | 10,000 | 911 | ||||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 111,607 | 5.42 | 10,169 | 14.52 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 1,064 | 97 | ||||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 110,052 | 7.95 | 10,027 | 17.28 | ||||
2025-07-23 | 13F | 构造顾问有限公司 | 9,841 | 2.24 | 897 | 11.03 | ||||
2025-09-11 | 13F | 硅谷资本合伙人 | 232 | 0.43 | 21 | 10.53 | ||||
2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,760 | 2.42 | 1,928 | 2.06 | ||||
2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 91,773 | 31.33 | 8,132 | 30.84 | ||||
2025-08-15 | 13F | FSB Premier 财富管理公司 | 16,713 | 19.29 | 1,523 | 29.53 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 1,730 | 6.27 | 0 | |||||
2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 58,471 | 1.48 | 5,327 | 10.24 | ||||
2025-08-12 | 13F | 景观资本管理有限公司 | 26,075 | 37.07 | 2,376 | 148.17 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 545,500 | 4.02 | 49,701 | 13.00 | |||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 1,396,649 | 22.79 | 127 | 33.68 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 825,600 | 17.81 | 75,220 | 27.98 | |||
2025-08-14 | 13F | HRT金融有限责任公司 | 168,101 | 15 | ||||||
2025-08-14 | 13F | 千禧管理有限公司 | 763,570 | 3,095.12 | 69,569 | 3,371.46 | ||||
2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 10,100 | 1.00 | 920 | 9.79 | ||||
2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,407,265 | 3.25 | 193,568 | -3.39 | ||||
2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 26,453 | 52.28 | 2,410 | 65.52 | ||||
2025-08-07 | 13F | 中西部信托公司 | 4,310 | 393 | ||||||
2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 45,798 | 18.02 | 4,058 | 17.59 | ||||
2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 141,372 | 0.82 | 12,880 | 9.52 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,830 | 4.81 | 228 | -2.16 | ||||
2025-08-06 | 13F | 霍兰财富有限责任公司 | 2,487 | 227 | ||||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 126,442 | 0.68 | 10,167 | -5.78 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 31,388 | 18.57 | 2,860 | 37.25 | ||||
2025-06-27 | NP | MPGVX - 蒙德里安全球股票价值基金 | 44,872 | 4.42 | 3,608 | -2.28 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 43,150 | 0.16 | 3,931 | 8.80 | ||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 4,654 | 4.12 | 424 | 13.37 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 25,417 | 4.12 | 2,252 | 3.73 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 104,969 | 0.90 | 9,564 | 9.60 | ||||
2025-08-05 | 13F | 使命财富管理有限公司 | 15,599 | 0.60 | 1,421 | 9.31 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 6,194 | 23.78 | 564 | 34.61 | ||||
2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 39,797 | 115.15 | 3,626 | 133.72 | ||||
2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 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 | 9,174 | 5.38 | 836 | 14.38 | ||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 9,911 | 29.40 | 902 | 40.50 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 1,227 | 112 | ||||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 12,695 | 1.53 | 1,157 | 10.31 | ||||
2025-07-30 | 13F | Exencial 财富顾问有限公司 | 3,601 | 8.69 | 328 | 18.41 | ||||
2025-05-12 | 13F | 桑迪泉银行 | 716 | 8.65 | 60 | 20.00 | ||||
2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 2,282 | 208 | ||||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 2 | 0 | ||||||
2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 214 | 13.83 | 18 | 28.57 | ||||
2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 2,392 | 25.30 | 218 | 35.63 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 47,472 | 4.12 | 4,325 | 13.10 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 12,887 | 241.38 | 1,317 | 316.77 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 940 | 92.23 | 86 | 107.32 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 22,341 | 33.12 | 2,035 | 44.63 | ||||
2025-08-14 | 13F | 联信银行 | 159,978 | 0.06 | 14,576 | 8.70 | ||||
2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 367 | 49.19 | 33 | 65.00 | ||||
2025-08-13 | 13F | 法国集团 | 4,567 | 6.41 | 415 | 14.36 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 430 | 17.49 | 39 | 30.00 | ||||
2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 6,204 | 3.28 | 565 | 12.33 | ||||
2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,685 | 2.58 | 609 | 11.54 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,580 | 3.53 | 235 | 12.44 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 151 | 14 | ||||||
2025-08-04 | 13F | 罗布尔·贝尔科公司 | 6 | 0 | ||||||
2025-07-09 | 13F | 西北及道德投资有限公司 | 23,389 | 1,348 | ||||||
2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,464 | 118 | ||||||
2025-07-22 | 13F | 普利茅斯信托有限公司 | 2,350 | 214 | ||||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 569 | 59 | ||||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 55,392 | 2.79 | 5,047 | 11.66 | ||||
2025-08-11 | 13F | 独立顾问联盟 | 12,924 | 2.38 | 1,177 | 11.25 | ||||
2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 3,700 | 40.47 | 337 | 53.18 | ||||
2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 2,239 | 204 | ||||||
2025-07-23 | 13F | Klp资本管理公司 | 387,710 | 4.05 | 35,324 | 13.04 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 1,213,349 | 2.71 | 110,548 | 11.58 | ||||
2025-07-24 | 13F | PDS 规划公司 | 4,119 | 12.54 | 375 | 22.55 | ||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 109,620 | 7.57 | 9,988 | 16.86 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 3,651 | 0.08 | 306 | 9.29 | ||||
2025-08-11 | 13F | 先锋集团公司 | 71,092,148 | 0.73 | 6,477,206 | 9.43 | ||||
2025-08-14 | 13F | 森蒂努斯有限责任公司 | 2,568 | 3.88 | 234 | 12.56 | ||||
2025-08-12 | 13F | 银色信托公司 | 28,968 | 4.14 | 2,639 | 13.16 | ||||
2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 2,227 | 203 | ||||||
2025-08-13 | 13F | 象限资本集团有限公司 | 21,410 | 1.31 | 1,951 | 10.05 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 229,900 | 14.78 | 20,946 | 24.69 | |||
2025-08-26 | NP | PXWIX - Pax Elevate 全球女性领导力基金机构班 | 60,549 | 290.87 | 5,517 | 584.37 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 537,300 | 8.72 | 48,953 | 18.11 | |||
2025-07-30 | 13F | 雷曼资本咨询集团 | 3,006 | 274 | ||||||
2025-07-23 | 13F | 拉拉威金融公司 | 3,924 | 0.69 | 357 | 9.51 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 135,806 | 1.14 | 12,373 | 9.87 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 12,601 | 15.18 | 1,117 | 14.70 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 23,419 | 11.30 | 2,134 | 20.92 | ||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 20,895 | 43.49 | 1,904 | 55.86 | ||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 305,744 | 1.93 | 27,856 | 10.73 | ||||
2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 7,618 | 122.29 | 694 | 141.81 | ||||
2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 4,492 | 0.76 | 363 | 6.14 | ||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 3,940 | 5.35 | 359 | 14.38 | ||||
2025-08-11 | 13F | 联合顾问集团有限责任公司 | 5,559 | 11.11 | 506 | 20.76 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 4,541 | 6.15 | 414 | 15.36 | ||||
2025-08-13 | 13F | 湾景资产管理有限公司 | Put | 45,000 | 4,100 | |||||
2025-08-13 | 13F | 湾景资产管理有限公司 | 35,500 | 3,234 | ||||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 676,637 | 10.47 | 61,608 | 21.34 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 银行基金可变年金 | 2,049 | 72.33 | 187 | 87.88 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 247,670 | 2.42 | 22,565 | 11.26 | ||||
2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 6,854 | 8.24 | 607 | 7.82 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 222,715 | 36.07 | 20,291 | 47.82 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 288 | 78.88 | 26 | 100.00 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 114,900 | 196.13 | 10,469 | 221.70 | |||
2025-07-22 | 13F | 简单财富有限责任公司 | 14,151 | 210.19 | 1,289 | 237.43 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 87,200 | 6.60 | 7,945 | 15.80 | ||||
2025-08-14 | 13F | 克劳福德投资顾问公司 | 8,624 | 0.40 | 786 | 9.03 | ||||
2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 5,433 | 19.09 | 495 | 29.32 | ||||
2025-08-29 | NP | Harris Oakmark ETF Trust - Oakmark 美国大盘股 ETF | 157,604 | 164.27 | 14,359 | 187.12 | ||||
2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 1,205 | 2,989.74 | 97 | 3,100.00 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 26,295 | 0.61 | 2,396 | 9.26 | ||||
2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,937 | 0.03 | 268 | 8.54 | ||||
2025-08-14 | 13F | 西特投资联营公司 | 63,315 | 37.76 | 6 | 66.67 | ||||
2025-08-15 | 13F | 东北财务顾问公司 | 2,200 | 200 | ||||||
2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 402 | 36 | ||||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 139,160 | 282.38 | 12,679 | 315.40 | ||||
2025-06-26 | NP | FDVKX - 富达价值发现 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,813 | 548 | ||||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 236,373 | 28.74 | 21,536 | 39.86 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 49,447 | 4,505 | ||||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 20,953 | 2.21 | 1,909 | 11.05 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 30,943 | 5.19 | 2,819 | 14.27 | ||||
2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 53,757 | 0.35 | 4,323 | -6.10 | ||||
2025-08-28 | NP | DGT - SPDR(R) 全球道指 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 | 33,719 | 20.85 | 3,072 | 31.28 | ||||
2025-04-15 | 13F | 转变财富有限责任公司 | 131,101 | 4.02 | 10,995 | 13.56 | ||||
2025-07-24 | 13F | MFA财富服务 | 5,658 | 0.64 | 516 | 9.34 | ||||
2025-07-10 | 13F | HF 咨询集团有限责任公司 | 10,245 | 4.26 | 933 | 13.23 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 9,052 | 150.47 | 825 | 171.95 | ||||
2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 56 | 5 | ||||||
2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 4,257 | 8.85 | 342 | 1.79 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 65,347 | 64.19 | 5,954 | 78.39 | ||||
2025-06-26 | NP | GRNY - Fundstrat Granny Shots 美国大盘股 ETF | 330,380 | 8.90 | 26,566 | 1.90 | ||||
2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 5,783 | 40.36 | 527 | 52.46 | ||||
2025-07-21 | 13F | 111资本 | 18,026 | 112.45 | 1,642 | 130.94 | ||||
2025-07-18 | 13F | BSW财富合作伙伴 | 5,162 | 4.22 | 470 | 13.25 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 10,242 | 10.99 | 908 | 10.61 | ||||
2025-05-08 | 13F | 普兰特莫兰财务顾问有限责任公司 | 0 | 0 | ||||||
2025-08-04 | 13F | 科瓦克顾问公司 | 5,677 | 8.90 | 517 | 18.31 | ||||
2025-08-07 | 13F | 鼎石金融服务 | 10,749 | 2.42 | 979 | 11.25 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 29,457 | 149.11 | 2,684 | 170.74 | ||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | 122,859 | 0.05 | 11,194 | 8.69 | ||||
2025-07-18 | 13F | 信托金融公司 | 2,061,235 | 3.82 | 187,799 | 12.79 | ||||
2025-07-11 | 13F | 银橡树证券公司 | 3,893 | 5.85 | 355 | 16.45 | ||||
2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 2,215 | 12.27 | 202 | 21.82 | ||||
2025-06-27 | NP | PKW - 景顺回购成功者 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 388,718 | 31,257 | ||||||
2025-07-09 | 13F | 弗拉加索集团公司 | 2,959 | 270 | ||||||
2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 3,148 | 0.80 | 287 | 9.58 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 233 | 21 | ||||||
2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 1,890 | 27.70 | 172 | 38.71 | ||||
2025-08-05 | 13F | iA全球资产管理公司 | 31,716 | 30.41 | 3 | 0.00 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 166,603 | 1.26 | 15,179 | 10.01 | ||||
2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 6,979 | 0.49 | 636 | 9.11 | ||||
2025-08-07 | 13F | 灰石金融集团有限责任公司 | 154,110 | 3.72 | 14,041 | 12.67 | ||||
2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 7,250 | 661 | ||||||
2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 222,752 | 11.66 | 17,911 | 4.49 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 18,185 | 3.28 | 1,462 | -3.31 | ||||
2025-08-12 | 13F | Ci投资公司 | 4,300 | 4.09 | 0 | |||||
2025-08-11 | 13F | 其他财富有限责任公司 | 4,664 | 44.00 | 425 | 56.46 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 132,629 | 4.77 | 12,084 | 13.81 | ||||
2025-07-31 | 13F | 布里奥财务规划公司 | 208 | 0 | ||||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 16,592 | 0.05 | 1,512 | 8.71 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 7,576 | 17.44 | 690 | 27.54 | ||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 6,643 | 4.09 | 622 | 25.66 | ||||
2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 76,631 | 6,982 | ||||||
2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 1,396,324 | 12.01 | 127,219 | 21.68 | ||||
2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 2,354 | 214 | ||||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 5,658 | 15.47 | 571 | 48.31 | ||||
2025-08-06 | 13F | Wsfs 资本管理有限公司 | 13,270 | 21.29 | 1,209 | 31.84 | ||||
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 | 310,776 | 4.25 | 24,989 | -2.44 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 61,354 | 23.24 | 6 | 25.00 | ||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 3,626 | 3.16 | 330 | 12.24 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 17,757 | 6.38 | 1,618 | 15.58 | ||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 4,695 | 32.63 | 428 | 44.26 | ||||
2025-08-27 | NP | RYKIX - 银行基金投资者类别 | 9,293 | 1.05 | 847 | 9.73 | ||||
2025-08-12 | 13F | 动态技术实验室私人有限公司 | 22,891 | 2,086 | ||||||
2025-08-07 | 13F | 野山羊财富顾问 | 50,060 | 4,561 | ||||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 6,654 | 606 | ||||||
2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 523,170 | 1.72 | 47,666 | 10.50 | ||||
2025-08-27 | NP | APHNX - Artisan Select 股票基金机构股票 | 36,074 | 5.33 | 3,287 | 14.42 | ||||
2025-08-14 | 13F | 科学技术研究有限责任公司 | 10,250 | 934 | ||||||
2025-08-05 | 13F | 维瑞特资产管理公司 | 2,891 | 2.48 | 263 | 11.44 | ||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 1,250 | 114 | ||||||
2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 567,639 | 25.57 | 51,718 | 36.41 | ||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 185,037 | 1.13 | 14,879 | -5.37 | ||||
2025-07-22 | 13F | 奥基夫史蒂文斯咨询公司 | 3,154 | 1.12 | 287 | 9.96 | ||||
2025-08-08 | 13F | 菲埃拉资本公司 | 117,546 | 13.10 | 10,710 | 22.87 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 100,742 | 7.46 | 9,179 | 16.74 | ||||
2025-07-23 | 13F | 贝内特财富管理公司 | 3,025 | 276 | ||||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 135 | 28.57 | 12 | 50.00 | ||||
2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 129,020 | 2.53 | 11,755 | 11.39 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 10,995 | 22.82 | 1,002 | 33.64 | ||||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 26,704 | 11.55 | 2,433 | 21.23 | ||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 279 | 0.72 | 25 | 8.70 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 101,645 | 67.91 | 9 | 80.00 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 20,750 | 4.59 | 1,881 | 13.73 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 55,416 | 52.30 | 5,049 | 65.45 | ||||
2025-08-11 | 13F | 多尔西赖特事务所 | 86,878 | 0.17 | 7,915 | 8.81 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 110 | 9 | ||||||
2025-07-24 | 13F | 纪念碑资本管理公司 | 2,672 | 243 | ||||||
2025-08-05 | 13F | 机械资本公司 | 13,175 | 191.16 | 1,200 | 216.62 | ||||
2025-08-28 | NP | MGOAX - Victory Munder 中盘核心成长基金 A 类 | 35,600 | 3,244 | ||||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 3,853 | 41.50 | 385 | 84.62 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 3,091 | 282 | ||||||
2025-07-25 | 13F | 正义投资有限责任公司 | 123,092 | 10.81 | 11,215 | 20.37 | ||||
2025-08-14 | 13F | 有远见的财富顾问 | 105,973 | 1.35 | 9,655 | 10.10 | ||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 25,441 | 33.03 | 2,318 | 44.54 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 77,387 | 27.63 | 7,051 | 38.64 | ||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 14,685 | 0.69 | 1,338 | 9.32 | ||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 4,796 | 36.41 | 437 | 48.30 | ||||
2025-08-19 | 13F | 开普投资咨询公司 | 1,390 | 6.68 | 127 | 15.60 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 36,718 | 7.41 | 3,345 | 16.67 | ||||
2025-08-14 | 13F | Adage 资本合伙人有限公司 | 655,316 | 0.05 | 59,706 | 8.68 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 136,774 | 143.79 | 12 | 200.00 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 109,520 | 3.64 | 9,978 | 12.59 | ||||
2025-08-26 | NP | GVEYX - 机构价值股票基金 | 122,916 | 126.89 | 11,199 | 146.49 | ||||
2025-08-06 | 13F | 方正金融证券有限公司 | 7,623 | 3.10 | 695 | 19.04 | ||||
2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 2,757 | 10.72 | 251 | 20.67 | ||||
2025-07-28 | 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 | 481,964 | 31.91 | 42,707 | 31.41 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 351,141 | 12.74 | 31,992 | 22.47 | ||||
2025-08-07 | 13F | 恩瓦姆有限公司 | 2,731 | 6.80 | 279 | 30.37 | ||||
2025-04-18 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,064 | 79.52 | 628 | 95.03 | ||||
2025-08-06 | 13F | 顾问投资有限责任公司 | 12,812 | 2.93 | 1,167 | 11.89 | ||||
2025-08-12 | 13F | MAI资本管理 | 76,548 | 0.47 | 6,974 | 9.16 | ||||
2025-08-15 | 13F | 公平控股公司 | 2,234 | 204 | ||||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 175,464 | 6.91 | 15,987 | 16.14 | ||||
2025-07-15 | 13F | BNC 财富管理有限公司 | 51,954 | 2.78 | 4,734 | 11.65 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 151 | 14 | ||||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 133,089 | 2.28 | 12 | 20.00 | ||||
2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 16,879 | 11.41 | 1,357 | 4.30 | ||||
2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 34,733 | 0.22 | 3,165 | 8.88 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 45 | 4 | ||||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 22 | 100.00 | 2 | |||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 11,305 | 16.12 | 1,002 | 15.59 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 8,680 | 5.44 | 698 | -1.41 | ||||
2025-07-22 | 13F | 达文波特有限公司 | 10,281 | 3.56 | 937 | 12.50 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 585,114 | 7.72 | 53,316 | 17.29 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 299,220 | 27.25 | 27,262 | 38.24 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 17,153 | 21.05 | 1,563 | 31.48 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,676 | 153 | ||||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 22,518 | 5.57 | 2,052 | 14.71 | ||||
2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 31,119 | 13.66 | 2,502 | 6.38 | ||||
2025-07-07 | 13F | OMNI 360 财富公司 | 2,523 | 230 | ||||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 29,921 | 5.55 | 2,651 | 5.16 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 8,363 | 762 | ||||||
2025-08-13 | 13F | DL卡尔森投资集团公司 | 40,249 | 0.66 | 3,667 | 9.36 | ||||
2025-08-05 | 13F | 吉尔伯特和库克公司 | 8,921 | 1.55 | 813 | 10.33 | ||||
2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 7,281 | 2.90 | 663 | 11.80 | ||||
2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 3,511 | 4.90 | 282 | -1.74 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 116,511 | 41.57 | 10,324 | 41.04 | ||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 111,428 | 9,011.04 | 1 | -99.02 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 32,498,500 | 22.68 | 2,960,938 | 33.27 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 176,853 | 4.24 | 16,113 | 14.83 | ||||
2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 3,492 | 2.95 | 318 | 11.97 | ||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 3,224 | 4.03 | 294 | 13.13 | ||||
2025-08-14 | 13F | 魁北克储蓄银行 | 346,915 | 273.01 | 31,607 | 305.22 | ||||
2025-08-08 | 13F | 财富信托资产管理有限公司 | 14,107 | 1.04 | 1,285 | 9.83 | ||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 3,825 | 0.60 | 391 | 30.77 | ||||
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 | 276,648 | 3.01 | 25,205 | 11.91 | ||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 24,569 | 7.36 | 2,239 | 16.62 | ||||
2025-08-25 | NP | SDVGX - Sit 股息增长基金 - I 类 | 24,025 | 3.89 | 2,189 | 12.84 | ||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 154 | 14 | ||||||
2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 77,554 | 301.11 | 6,236 | 275.44 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 459,266 | 18.93 | 41,844 | 29.20 | ||||
2025-08-29 | 13F | 半人马座金融公司 | 6,729 | 3.00 | 1 | |||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 238,175 | 12.15 | 21,700 | 21.83 | ||||
2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 85,654 | 150.47 | 7,804 | 172.07 | ||||
2025-08-12 | 13F | 摩根大通公司 | 12,212,403 | 6.20 | 1,112,685 | 15.37 | ||||
2025-08-12 | 13F | 摩根大通公司 | Call | 200,000 | 0.96 | 18,222 | 9.68 | |||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 1,651 | 148.64 | 150 | 172.73 | ||||
2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 1,901 | 173 | ||||||
2025-08-19 | 13F | 国家资产管理公司 | 11,982 | 11.95 | 1,092 | 32.73 | ||||
2025-07-23 | 13F | 伍德信托金融公司 | 5,335 | 105.03 | 1 | |||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 148,900 | 38.38 | 13,566 | 50.33 | |||
2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 297 | 27 | ||||||
2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 520,576 | 4.41 | 47,430 | 13.42 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 32,373 | 0.76 | 2,949 | 9.47 | ||||
2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 3,839 | 71.23 | 309 | 60.42 | ||||
2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 40 | 60.00 | 4 | 50.00 | ||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 100,627 | 25.74 | 9 | 50.00 | ||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 1,289 | 13.97 | 117 | 24.47 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 243,373 | 4.07 | 22,176 | 13.32 | ||||
2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 3,317 | 0.24 | 302 | 9.03 | ||||
2025-08-12 | 13F | 认可财富管理有限责任公司 | 106 | 10 | ||||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 6,387 | 582 | ||||||
2025-07-10 | 13F | 瑞典银行 | 865,221 | 6.87 | 78,830 | 16.10 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 22,454 | 334 | ||||||
2025-06-26 | NP | MSTSX - 晨星无约束分配基金 | 4,963 | 11.00 | 399 | 3.91 | ||||
2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 5,235 | 0.56 | 477 | 9.17 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 371,138 | 20.83 | 33,815 | 31.27 | ||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 27,858 | 4.85 | 2,538 | 13.91 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 86,110 | 54.98 | 7,846 | 68.38 | ||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 93 | 8 | ||||||
2025-07-14 | 13F | 格里斯金融有限公司 | 18,093 | 2.71 | 1,648 | 11.58 | ||||
2025-08-12 | 13F | 战略顾问有限责任公司 | 4,446 | 405 | ||||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 6,560 | 156.25 | 598 | 178.97 | ||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 138 | 1.47 | 13 | 9.09 | ||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 2,633 | 240 | ||||||
2025-08-12 | 13F | 艾根投资管理有限公司 | 6,957 | 37.19 | 634 | 48.94 | ||||
2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 160,173 | 0.22 | 14,594 | 8.87 | ||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 201,630 | 53.59 | 18,264 | 66.41 | ||||
2025-07-17 | 13F | 长滩农商信托公司 | 28,144 | 7.41 | 2,564 | 16.70 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 2,725 | 0.96 | 248 | 9.73 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 82,037 | 72.69 | 7,474 | 87.60 | ||||
2025-06-24 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 355,794 | 1.82 | 28,609 | -4.72 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 1,148 | 556.00 | 105 | 642.86 | ||||
2025-08-08 | 13F | 道明资本管理有限公司 | 2,894 | 25.66 | 264 | 36.27 | ||||
2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 13,207 | 12.37 | 1,203 | 22.13 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 5,032 | 458 | ||||||
2025-07-15 | 13F | 霍弗及同事。公司 | 4,280 | 0.52 | 390 | 8.96 | ||||
2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 134,341 | 2.95 | 12,240 | 11.83 | ||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 772 | 70 | ||||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 3,153 | 9.02 | 254 | 2.02 | ||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 17,273 | 5.34 | 1,574 | 14.40 | ||||
2025-08-12 | 13F | Councilmark 资产管理有限公司 | 26,224 | 0.11 | 2,389 | 8.79 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 120,559 | 1.76 | 10,683 | 1.37 | ||||
2025-07-23 | 13F | 安全退休顾问有限责任公司 | 16,987 | 2.39 | 1,548 | 11.21 | ||||
2025-05-15 | 13F | 财富管理策略公司 | 2,540 | 213 | ||||||
2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 53,040 | 24.77 | 4,832 | 35.54 | ||||
2025-07-28 | 13F | 港口投资公司 | 1,771 | 8.85 | 161 | 18.38 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 4,204 | 0.77 | 383 | 9.74 | ||||
2025-07-21 | 13F | 克伦威尔控股有限公司 | 2,230 | 3.91 | 203 | 13.41 | ||||
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 | 773,200 | 121.36 | 70,446 | 140.47 | ||||
2025-07-24 | 13F | 鲍德温兄弟公司/马 | 17,617 | 2.56 | 1,605 | 11.46 | ||||
2025-07-24 | 13F | 德国商业银行股份公司 /fi | 16,933 | 5.71 | 2 | 0.00 | ||||
2025-08-13 | 13F | 挪威银行 | 11,874,073 | 1,081,847 | ||||||
2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 207,297 | 67.92 | 18,887 | 82.42 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 137,925 | 252.15 | 12,566 | 282.53 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 2,316 | 1.14 | 211 | 9.90 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 7,461 | 26.33 | 680 | 37.17 | ||||
2025-03-31 | NP | FSBDX - 富达系列蓝筹成长基金 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 | 37,900 | 19.94 | 3,257 | 36.75 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 2,450 | 223 | ||||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 9,747 | 5.84 | 888 | 15.03 | ||||
2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 545,135 | 3.12 | 49,667 | 12.03 | ||||
2025-08-12 | 13F | 维斯特资本有限公司 | 68,075 | 12,345.16 | 16 | |||||
2025-07-30 | 13F | 舒尔霍夫公司 | 11,828 | 0.03 | 1,078 | 8.68 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 733 | 36.50 | 65 | 36.17 | ||||
2025-07-10 | 13F | 纳富尔顿银行 | 12,788 | 5.02 | 1,165 | 14.10 | ||||
2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 16,648 | 1.33 | 1,517 | 10.09 | ||||
2025-08-14 | 13F | 奇尔顿投资有限公司 | 32,710 | 2,980 | ||||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 35,859 | 4.17 | 3,267 | 13.16 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 211 | 31.88 | 0 | |||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 10,725 | 28.72 | 862 | 20.56 | ||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 10,965 | 6.83 | 972 | 6.47 | ||||
2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 557 | 11.40 | 51 | 21.95 | ||||
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 | 44 | 22.22 | 4 | 0.00 | ||||
2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 41,614 | 24.47 | 3,346 | 16.50 | ||||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 1,320 | 22.68 | 120 | 33.33 | ||||
2025-08-29 | NP | DALCX - Dean 中型价值基金 | 57,817 | 5.07 | 5,268 | 14.15 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 5,554 | 10.07 | 506 | 19.62 | ||||
2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 30,088 | 0.74 | 2,741 | 9.42 | ||||
2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 20,900 | 50.91 | 1,681 | 41.18 | ||||
2025-07-16 | 13F/A | CX 机构 | 9,177 | 6.76 | 1 | |||||
2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 95,296 | 1.47 | 8,682 | 10.23 | ||||
2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 825 | 105.22 | 66 | 94.12 | ||||
2025-07-17 | 13F | 最前线财富管理公司 | 2,208 | 201 | ||||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 66,100 | 165.46 | 6,022 | 188.41 | |||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 36,300 | 120.00 | 3,307 | 139.12 | |||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 82,454 | 4.95 | 7,512 | 14.01 | ||||
2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 776 | 27.63 | 71 | 40.00 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 5,984 | 51.57 | 545 | 64.65 | ||||
2025-08-26 | NP | PDIAX - Virtus Rampart 增强型核心股票基金 A 类 | 37,216 | 3,391 | ||||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 2,873 | 262 | ||||||
2025-08-26 | NP | OEF - iShares S&P 100 ETF | 393,388 | 10.55 | 35,842 | 20.09 | ||||
2025-08-04 | 13F | 西弗森斯特雷格公司 | 3,098 | 282 | ||||||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 9,096 | 4.06 | 829 | 12.96 | ||||
2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 146,362 | 12.61 | 11,769 | 5.37 | ||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 10,497 | 13.30 | 956 | 23.04 | ||||
2025-08-13 | 13F | 三井住友金融集团 | 19,666 | 12.62 | 1,792 | 22.34 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 86 | 258.33 | 8 | 250.00 | ||||
2025-07-15 | 13F | 永久资本管理有限公司 | 20,760 | 1,891 | ||||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 6,917 | 1.29 | 630 | 10.14 | ||||
2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 2,774 | 253 | ||||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 1,814 | 165 | ||||||
2025-08-27 | NP | ARTGX - Artisan 全球价值基金投资者股票 | 1,337,482 | 3.56 | 121,858 | 12.50 | ||||
2025-07-14 | 13F | IronOak Wealth LLC。 | 7,331 | 668 | ||||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 4,186 | 9.98 | 381 | 19.44 | ||||
2025-08-15 | 13F | 摩根士丹利 | 14,701,372 | 15.38 | 1,339,442 | 25.34 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 25,279 | 9.78 | 2,303 | 19.26 | ||||
2025-08-12 | 13F | PKS 咨询服务有限公司 | 26,589 | 0.17 | 2,423 | 8.81 | ||||
2025-07-28 | 13F | 纽约州教师退休制度 | 773,364 | 16.05 | 70 | 27.27 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 20,364 | 6.36 | 1,855 | 15.58 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 7,500 | 27.12 | 683 | 38.26 | |||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 11,165 | 37.50 | 1,017 | 49.34 | ||||
2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 19,417 | 7.72 | 1,721 | 7.30 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 62,250 | 2.42 | 5,672 | 11.26 | ||||
2025-08-01 | 13F | 火力资本管理有限公司 | 2,200 | 200 | ||||||
2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 24,903 | 2,269 | ||||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 36,200 | 115.48 | 3,298 | 134.07 | |||
2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 24 | 118.18 | 2 | |||||
2025-08-14 | 13F | CSS 有限公司/il | 19,690 | 11.43 | 1,794 | 21.07 | ||||
2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 12,070 | 1.28 | 1,100 | 10.01 | ||||
2025-08-14 | 13F | 特扎资本管理有限责任公司 | 15,472 | 1,410 | ||||||
2025-08-26 | NP | 机构投资策略基金 | 53 | 10.42 | 5 | 0.00 | ||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 17,603 | 6.14 | 1,415 | -0.70 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 719,719 | 8.86 | 66 | 18.18 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 60,499 | 33.69 | 5,512 | 45.24 | ||||
2025-08-11 | 13F | 交响金融有限公司 | 51,760 | 4,716 | ||||||
2025-08-14 | 13F | 迈尔斯电力公司 | 5,888 | 536 | ||||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 1,607 | 0.82 | 146 | 9.77 | ||||
2025-07-29 | 13F | 私人信托公司 | 7,690 | 5.78 | 701 | 14.94 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 99 | 9 | ||||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 526 | 11.44 | 48 | 20.51 | ||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 229 | 300.00 | ||||||
2025-08-06 | 13F | Ethos金融集团有限责任公司 | 4,326 | 390 | ||||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 60 | 5 | ||||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 513,123 | 5.47 | 46,751 | 14.57 | ||||
2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 10,462 | 953 | ||||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 50,004 | 6.65 | 4,297 | 40.81 | ||||
2025-08-08 | 13F | L & S 顾问公司 | 84,936 | 65.76 | 7,739 | 80.08 | ||||
2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 8,841 | 8.33 | 806 | 17.69 | ||||
2025-07-15 | 13F | 修订者财富管理有限责任公司 | 2,691 | 252 | ||||||
2025-08-14 | 13F | 大和证券集团公司 | 107,344 | 5.57 | 10 | 12.50 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 22,560 | 1,645 | ||||||
2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 4,585 | 1.98 | 418 | 10.61 | ||||
2025-08-01 | 13F | 中心点顾问有限责任公司 | 11 | 0 | ||||||
2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 63,102 | 10.63 | 5,591 | 10.21 | ||||
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 | 112,744 | 7.77 | 9,990 | 7.36 | ||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 873,199 | 1.79 | 79,557 | 10.58 | ||||
2025-08-13 | 13F | 法国外贸银行 | 103,890 | 367.36 | 9,465 | 413.29 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 1,279,549 | 4.68 | 116,580 | 13.71 | ||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 61,210 | 9.14 | 5,577 | 18.56 | ||||
2025-07-07 | 13F | 惠特克-迈尔斯财富管理有限公司 | 6,082 | 34.86 | 554 | 46.56 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,362,596 | 7.17 | 124,146 | 16.42 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 42,208 | 106.96 | 3,846 | 127.78 | ||||
2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,287,577 | 24.62 | 117,311 | 35.37 | ||||
2025-07-17 | 13F | 峰会金融策略公司 | 8,478 | 0.33 | 772 | 9.04 | ||||
2025-07-24 | NP | FAVAX - 富达顾问股票价值基金 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 | 18,000 | 176.92 | 1,595 | 175.78 | ||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 5,523 | 2.26 | 503 | 11.28 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 591 | 20.61 | 54 | 29.27 | ||||
2025-06-25 | NP | RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF | 504,202 | 40,543 | ||||||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 4,233 | 3.98 | 386 | 12.90 | ||||
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 | 3,447 | 8.46 | 314 | 18.05 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 305,486 | 4.01 | 27,833 | 12.98 | ||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 737 | 62 | ||||||
2025-08-08 | 13F | Abc 套利 Sa | 40,109 | 3,654 | ||||||
2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 48,559 | 4,424 | ||||||
2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 3,241 | 295 | ||||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 26,700 | 2,433 | |||||
2025-07-11 | 13F | 格罗夫银行与信托 | 2,225 | 1.14 | 203 | 9.78 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 14,900 | 1,358 | |||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通股票收益投资组合 1 级 | 123,709 | 40.72 | 9,947 | 31.68 | ||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 3,378 | 0.09 | 308 | 8.48 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 3,558 | 315 | ||||||
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 | 69,742 | 1.62 | 6,354 | 10.41 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 24,056 | 6.59 | 2,192 | 15.80 | ||||
2025-08-06 | 13F | 双创资本管理公司 | 29,860 | 0.48 | 2,721 | 9.15 | ||||
2025-08-14 | 13F | TCW集团公司 | 1,021,851 | 1.12 | 93,101 | 9.84 | ||||
2025-07-17 | 13F | KG&L 资本管理有限公司 | 3,237 | 295 | ||||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 9,873 | 26.79 | 900 | 37.67 | ||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 11,376 | 7.74 | 1,036 | 17.06 | ||||
2025-07-22 | 13F | 希科利资产管理公司 | 4,303 | 0.54 | 392 | 9.50 | ||||
2025-05-23 | NP | XVOL - Acruence 主动对冲美国股票 ETF | 649 | 54 | ||||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 763,265 | 1.46 | 69,541 | 10.22 | ||||
2025-08-11 | 13F | 国家金融集团公司,/ia/ /adv | 8,278 | 0.78 | 754 | 9.59 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 137,883 | 184.38 | 12,563 | 208.95 | ||||
2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 320,245 | 13.55 | 29,178 | 23.35 | ||||
2025-08-05 | 13F | 访问投资管理有限责任公司 | 150 | 14 | ||||||
2025-08-13 | 13F | 奥西亚姆 | 6,265 | 234.13 | 571 | 263.06 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 726 | 53.49 | 66 | 69.23 | ||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 3,394 | 36.58 | 309 | 48.56 | ||||
2025-08-07 | 13F | Apeiron RIA 有限责任公司 | 6,480 | 0.61 | 590 | 9.26 | ||||
2025-08-28 | NP | TLCHX - 社会选择股票基金 | 6,020 | 3.21 | 548 | 12.07 | ||||
2025-08-12 | 13F | XTX Topco有限公司 | 19,763 | 1,801 | ||||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 51,204 | 22.56 | 4,295 | 33.81 | ||||
2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 34,050 | 68.98 | 3,102 | 83.66 | ||||
2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 7,111 | 16.00 | 648 | 25.88 | ||||
2025-07-29 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 29,164 | 913.69 | 2,584 | 913.33 | ||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 11,017 | 13.33 | 1,004 | 8.90 | ||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 8,062 | 10.88 | 735 | 20.53 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 158,214 | 42.90 | 14,410 | 57.37 | ||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 29,821 | 6.74 | 2,501 | 16.54 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 92 | 5.75 | 8 | 14.29 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 72 | 44.00 | 7 | 50.00 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -52,226 | 47.39 | -4,758 | 60.15 | |||
2025-08-11 | 13F | 授权基金有限责任公司 | 159,922 | 47.22 | 14,570 | 59.93 | ||||
2025-08-14 | 13F | 核心第一银行与信托 | 1,035 | 94 | ||||||
2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -90,843 | 26.17 | -7,305 | 34.64 | |||
2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 639 | 76.03 | 57 | 75.00 | ||||
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 | 5,649 | 2.26 | 454 | -4.22 | ||||
2025-08-14 | 13F | 博勒丹顿联合公司 | 31,099 | 5.03 | 2,833 | 14.10 | ||||
2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 2,951 | 269 | ||||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 45,500 | 11.52 | 4,146 | 21.16 | |||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | 24,899 | 2,269 | ||||||
2025-07-30 | 13F | 道德公司 | 184,936 | 5.96 | 16,862 | 15.34 | ||||
2025-07-08 | 13F | 北极星咨询集团有限责任公司 | 43,230 | 24.67 | 3,939 | 35.42 | ||||
2025-05-15 | NP | PY - 主要股东收益率指数 ETF | 36,987 | 279.47 | 3,102 | 314.71 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 65,597 | 56.87 | 5,426 | 80.95 | ||||
2025-08-14 | 13F | 赛科斯特管理有限公司 | 43,598 | 68.95 | 3,972 | 83.55 | ||||
2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 4,289 | 2.95 | 391 | 11.75 | ||||
2025-08-26 | NP | UDI - USCF 股息收入基金 | 1,387 | 9.56 | 126 | 18.87 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 37,400 | 3,137 | |||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 4,300 | 361 | |||||
2025-07-15 | 13F | 西格内特财务管理有限公司 | 7,641 | 3.93 | 696 | 12.99 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,983 | 2.16 | 181 | 11.11 | ||||
2025-08-05 | 13F | Versor投资有限公司 | 2,916 | 266 | ||||||
2025-05-30 | NP | ERNZ - TrueShares 主动收益 ETF | 51,050 | 4,282 | ||||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 61,758 | 0.16 | 5,627 | 8.80 | ||||
2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 10,165 | 6.98 | 926 | 16.33 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 382 | 12.35 | 35 | 21.43 | ||||
2025-08-26 | NP | BGEAX - BRANDES 全球股票基金 A 类 | 7,931 | 3.47 | 723 | 12.46 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 251,320 | 418,766.67 | 22,898 | 457,840.00 | ||||
2025-08-06 | 13F | 吉纳斯资本管理公司 | 48,097 | 57.64 | 4,382 | 71.31 | ||||
2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 435 | 35 | ||||||
2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 15,000 | 5.63 | 1,367 | 14.79 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 9,526 | 43.01 | 868 | 55.38 | ||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 4,205 | 5.39 | 383 | 14.67 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 24,509 | 6.52 | 2,172 | 6.11 | ||||
2025-07-22 | 13F | 红门财富管理有限责任公司 | 5,664 | 516 | ||||||
2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 222,000 | 248 | ||||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 775 | 71 | ||||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 680,519 | 0.42 | 62,002 | 9.09 | ||||
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 | 27 | 17.39 | 2 | 100.00 | ||||
2025-07-15 | 13F | 马塞科律师事务所 | 727 | 66 | ||||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 2,729 | 249 | ||||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 298,111 | 27,161 | ||||||
2025-07-10 | 13F | 红鹰财富顾问公司 | 12,972 | 3.68 | 1,182 | 12.58 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 241,588 | 4.71 | 22,011 | 13.75 | ||||
2025-07-14 | 13F | UMA 金融服务公司 | 21 | 2 | ||||||
2025-07-16 | 13F | 诺维姆集团 | 3,363 | 2.13 | 306 | 10.87 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 20,683 | 1.42 | 1,884 | 10.18 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 16,308 | 552.58 | 1,445 | 550.90 | ||||
2025-07-22 | 13F | 净值顾问小组 | 5,612 | 5.71 | 511 | 14.83 | ||||
2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 163,183 | 14,868 | ||||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 12,979 | 21.41 | 1,182 | 31.92 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 56,705 | 5.59 | 5,166 | 14.72 | ||||
2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 2,312 | 211 | ||||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 1,489,713 | 135,728 | ||||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 4,293 | 39.43 | 391 | 51.55 | ||||
2025-08-12 | 13F | 牧羊人财富管理有限公司责任有限公司 | 4,915 | 509 | ||||||
2025-08-22 | 13F | 斯坦斯资本有限公司 | 14,596 | 1,330 | ||||||
2025-07-25 | 13F | 协和财富合作伙伴 | 1,261 | 77.36 | 115 | 93.22 | ||||
2025-08-14 | 13F/A | 哈钦森财务顾问公司 | 23,336 | 2,126 | ||||||
2025-08-13 | 13F | 加州公务员退休制度 | 1,410,050 | 5.62 | 128,470 | 14.74 | ||||
2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 3,865 | 352 | ||||||
2025-08-29 | 13F | 全面投资管理公司 | 761 | 69 | ||||||
2025-07-14 | 13F | 霍伊投资公司 | 350 | 32 | ||||||
2025-07-09 | 13F | 港湾资本顾问公司 | 888 | 525.35 | 0 | |||||
2025-06-26 | NP | FWOZX - 富达女性领导力基金 富达顾问女性领导力基金:Z 级 | 9,116 | 733 | ||||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 18,992 | 4.48 | 1,911 | 25.39 | ||||
2025-06-26 | NP | FVDFX - 富达价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 131,300 | 10,558 | ||||||
2025-08-14 | 13F | 西永资本有限公司 | 8,743 | 36.16 | 797 | 47.96 | ||||
2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 119,563 | 13.23 | 9,614 | 5.96 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 414,867 | 10.30 | 37,800 | 19.89 | ||||
2025-07-29 | 13F | 斯托达尔资本管理公司 | 2,206 | 201 | ||||||
2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 8 | 1 | ||||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 65,436 | 19.54 | 5,798 | 19.08 | ||||
2025-07-30 | 13F | 布鲁姆资本管理公司 | 5 | 0 | ||||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 397 | 36 | ||||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 6,603 | 12.54 | 602 | 22.15 | ||||
2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,892,905 | 28.44 | 536,903 | 39.53 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 18,802 | 33.47 | 1,713 | 45.05 | ||||
2025-06-26 | NP | FLKSX - 富达低价股票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 | 18,827 | 33.62 | 1,514 | 25.04 | ||||
2025-08-08 | 13F | 多拉齐奥联合公司 | 2,770 | 12.56 | 252 | 22.33 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,587 | 23.02 | 145 | 33.33 | ||||
2025-08-12 | 13F | DnB 资产管理公司 | 137,099 | 0.91 | 12,491 | 9.63 | ||||
2025-06-03 | 13F | 投资有限责任公司 | 8,410 | 705 | ||||||
2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -17,254 | 62.18 | -1,387 | 51.75 | |||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 1,132,904 | 9.18 | 103,219 | 18.61 | ||||
2025-08-08 | 13F | Impax资产管理集团有限公司 | 113,589 | 167.21 | 10,349 | 190.29 | ||||
2025-08-13 | 13F | 达美累积有限责任公司 | Put | 269,800 | 5.56 | 19,388 | 5.55 | |||
2025-08-14 | 13F | USS投资管理有限公司 | 125,781 | 0.14 | 11,456 | 8.66 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 75,753 | 6.37 | 6,902 | 15.54 | ||||
2025-08-13 | 13F | 达美累积有限责任公司 | Call | 223,500 | 6.78 | 16,061 | 6.78 | |||
2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 5,775 | 1 | ||||||
2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 170 | 17 | ||||||
2025-08-13 | 13F | 资本分析师公司 | 3,596 | 12.45 | 0 | |||||
2025-03-31 | NP | FBCGX - 富达蓝筹成长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 | 51,497 | 20.37 | 4,425 | 37.25 | ||||
2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 335 | 0.60 | 30 | 11.11 | ||||
2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 5,518 | 1.43 | 503 | 7.96 | ||||
2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 30,599 | 280.40 | 2,711 | 501.11 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 3,235 | 11.67 | 295 | 21.49 | ||||
2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 20,843 | 54.30 | 1,899 | 67.76 | ||||
2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 2,266 | 206 | ||||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 59,144 | 16.75 | 5,389 | 26.84 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 33 | 26.92 | 3 | 50.00 | ||||
2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 125 | 0.81 | 11 | 10.00 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 25,832 | 35.99 | 2,354 | 47.71 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 58,094 | 4.91 | 5,293 | 13.95 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 1,481 | 9.62 | 135 | 18.58 | ||||
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 | 178,382 | 0.73 | 14,344 | -5.74 | ||||
2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 1,898 | 18.55 | 153 | 10.95 | ||||
2025-08-05 | 13F | 登喜路金融有限责任公司 | 185 | 137.18 | 17 | 166.67 | ||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 1,280 | 117 | ||||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 30,418 | 0.68 | 2,446 | -5.82 | ||||
2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 155,661 | 1.11 | 12,517 | -5.39 | ||||
2025-08-05 | 13F | 伯尼公司/ | 129,334 | 68.49 | 11,784 | 83.02 | ||||
2025-08-13 | 13F | ASB 咨询有限公司 | 2,781 | 2.73 | 253 | 11.45 | ||||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 20,790 | 1,894 | ||||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 1,062 | 97 | ||||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 58,763 | 3.61 | 5,207 | 3.21 | ||||
2025-07-17 | 13F | Tritonpoint 财富有限公司 | 3,764 | 343 | ||||||
2025-08-05 | 13F | 赫斯曼战略顾问公司 | 10,500 | 957 | ||||||
2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 2,805 | 287 | ||||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 620,715 | 127.74 | 56,553 | 147.40 | ||||
2025-08-11 | 13F | 韦斯科特财务咨询集团有限责任公司 | 2,709 | 0.52 | 247 | 8.85 | ||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 7,250 | 751 | ||||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 257 | 23 | ||||||
2025-08-08 | 13F | 财富联盟 | 3,265 | 14.88 | 298 | 24.79 | ||||
2025-08-12 | 13F | 改变路径有限责任公司 | 10,882 | 2.57 | 991 | 11.47 | ||||
2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 49,078 | 4.52 | 4,349 | 4.12 | ||||
2025-07-24 | 13F | 麦金利卡特财富服务公司 | 36,771 | 13.22 | 3,350 | 23.03 | ||||
2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 5,094 | 2.25 | 464 | 20.21 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 7,637 | 15.38 | 696 | 25.23 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 17,607 | 1,604 | ||||||
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 | 1,622,208 | 4.20 | 143,744 | 3.81 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -600 | -53 | |||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 13,554 | 7.67 | 1,235 | 16.97 | ||||
2025-08-12 | 13F | 德国商业银行 | 295,313 | 1.29 | 27 | 8.33 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 23,571 | 15.01 | 2,149 | 26.56 | ||||
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 | 133,692 | 1.97 | 12,181 | 10.78 | ||||
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 | 39 | 3 | ||||||
2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 397,861 | 8.75 | 35,254 | 8.33 | ||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 17,692 | 1,612 | ||||||
2025-07-29 | NP | FEGE-First Eagle全球股票ETF | 56,330 | 175.21 | 4,991 | 174.23 | ||||
2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 16,757 | 231.17 | 1,527 | 259.91 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 386,668 | 6.00 | 34,263 | 5.59 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 450 | 41 | ||||||
2025-08-13 | 13F | LFL 顾问有限责任公司 | 436,939 | 2.90 | 39,810 | 11.78 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 806,377 | 0.23 | 73,469 | 8.88 | ||||
2025-03-31 | NP | FBGRX - 富达蓝筹成长基金 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 | 219,000 | 20.53 | 18,819 | 37.44 | ||||
2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 35,978 | 2.76 | 3,188 | 2.38 | ||||
2025-08-22 | NP | 基石总回报基金公司 | 13,600 | 41.67 | 1,239 | 53.91 | ||||
2025-08-15 | 13F | 第一中心咨询公司 | 4,897 | 19.61 | 446 | 30.03 | ||||
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 | 49,282 | 5.05 | 3,963 | -1.71 | ||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 266,072 | 0.84 | 24,242 | 9.54 | ||||
2025-08-12 | 13F | 巴尔盖纳公司 | 4,727 | 1.16 | 431 | 9.97 | ||||
2025-08-13 | 13F | Vinva投资管理有限公司 | 69,050 | 79.90 | 6,296 | 98.33 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 7,503 | 7.39 | 603 | 0.50 | ||||
2025-05-13 | 13F | 蒙德里安投资伙伴有限公司 | 1,008,568 | 3.84 | 84,589 | 1.35 | ||||
2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 70 | 6 | ||||||
2025-08-07 | 13F | 虎钳技术公司 | 20,489 | 73.56 | 1,867 | 105.96 | ||||
2025-08-14 | 13F | 财富保全顾问有限公司 | 463 | 0.65 | 42 | 10.53 | ||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 23,935 | 3.11 | 2,181 | 12.02 | ||||
2025-07-10 | 13F | 穆迪国家银行信托部 | 15,175 | 5.94 | 1,383 | 15.07 | ||||
2025-08-14 | 13F | Synovus金融公司 | 13,657 | 0.88 | 1,245 | 9.60 | ||||
2025-08-07 | 13F | LOM资产管理有限公司 | 2,380 | 0 | ||||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 168 | 200.00 | 15 | 275.00 | ||||
2025-06-26 | NP | FBCV - 富达蓝筹价值 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 | 5,816 | 468 | ||||||
2025-05-02 | 13F | 纳帕特里资本有限公司 | 2,885 | 6.22 | 242 | 15.87 | ||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 15,096 | 21.82 | 1,375 | 32.34 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 110,617 | 3.41 | 9,802 | 3.01 | ||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 3,017 | 7.44 | 275 | 16.60 | ||||
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 | 327,879 | 0.07 | 26,365 | -6.36 | ||||
2025-08-26 | NP | TLGWX - 成长与收入基金 | 51,600 | 1.61 | 4,701 | 10.38 | ||||
2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 7,578 | 35.20 | 690 | 46.81 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | 7,424 | 676 | ||||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 160 | 3.23 | 15 | 7.69 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 10,178 | 3.51 | 818 | -3.08 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 265,160 | 2.55 | 24 | 14.29 | ||||
2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 3,044 | 4.71 | 0 | |||||
2025-07-31 | 13F | 华盛顿信托顾问公司 | 2,608 | 0.15 | 238 | 8.72 | ||||
2025-08-06 | 13F | 福克斯运行管理有限公司 | 21,681 | 1,975 | ||||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 4,217 | 2.30 | 384 | 11.30 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 28 | 2 | ||||||
2025-08-14 | 13F | 信托信托公司 | 13,605 | 7.52 | 1,240 | 16.78 | ||||
2025-08-13 | 13F | 系柱集团有限责任公司 | 756 | 0.27 | 0 | |||||
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 | 88,116 | 6.35 | 7,808 | 5.94 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 11,865 | 0.05 | 1,081 | 8.75 | ||||
2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 1,873 | 7.89 | 171 | 17.24 | ||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 481 | 44 | ||||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 12,507 | 1,140 | ||||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 4,691 | 4.76 | 427 | 13.87 | ||||
2025-07-29 | 13F | Crux 财富顾问 | 11,460 | 46.21 | 1,044 | 58.90 | ||||
2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 15,762 | 6.26 | 1,436 | 15.43 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 10,682 | 22.85 | 973 | 33.47 | ||||
2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 97,190 | 2.63 | 8,855 | 11.48 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 1,661 | 37.05 | 151 | 49.50 | ||||
2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 4,957 | 103.66 | 452 | 121.08 | ||||
2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,683 | 6.66 | 2,548 | -0.20 | ||||
2025-08-11 | 13F | 科维斯特有限公司 | 814 | 6.41 | 0 | |||||
2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 2,507 | 228 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 8,162 | 76.55 | 744 | 91.99 | ||||
2025-08-12 | 13F | 新常春藤资本管理公司 | 20 | 2 | ||||||
2025-07-23 | NP | IEDAX - Voya 大盘价值基金 A 类 | 260,987 | 37.13 | 23,126 | 36.61 | ||||
2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 314 | 14.18 | 29 | 21.74 | ||||
2025-07-30 | 13F | 战略蓝图有限责任公司 | 3,277 | 17.88 | 299 | 27.90 | ||||
2025-05-28 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 4,828 | 2.09 | 405 | 11.29 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 62,222 | 3.23 | 5,660 | 13.27 | ||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 2,533 | 2.47 | 231 | 11.11 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 92,615 | 9.70 | 8,438 | 19.18 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 189,407 | 4.94 | 15,230 | -1.80 | ||||
2025-07-16 | 13F | 传奇财务顾问公司 | 1,036 | 94 | ||||||
2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 21,453 | 10.89 | 1,955 | 75.40 | ||||
2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 2,107 | 192 | ||||||
2025-08-14 | 13F | 霍华德休斯医学院 | 155 | 14 | ||||||
2025-08-13 | 13F | 纽约州共同退休基金 | 813,334 | 0.31 | 74 | 8.82 | ||||
2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 94,712 | 36.61 | 8,629 | 48.42 | ||||
2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 4,374 | 1.79 | 388 | 1.31 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 48,147 | 5.88 | 4,266 | 5.46 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 6,679 | 4.88 | 609 | 13.86 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 4,848 | 9.83 | 442 | 19.19 | ||||
2025-08-28 | NP | RAYD - 瑞联量化发达市场股票ETF | 11,064 | 157.96 | 1,008 | 180.78 | ||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 36,759 | 13.83 | 3,257 | 13.41 | ||||
2025-08-15 | 13F | Binnacle投资公司 | 10 | 1 | ||||||
2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 23,349 | 25.92 | 2,127 | 36.78 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 20,307,754 | 1.83 | 1,850,239 | 10.62 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 29,384 | 42.21 | 2,677 | 54.56 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 401,472 | 19.88 | 37 | 28.57 | ||||
2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 713 | 65 | ||||||
2025-08-14 | 13F | DRW 证券有限责任公司 | 4,348 | 8.67 | 396 | 18.21 | ||||
2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 20,370 | 5.16 | 1,856 | 15.79 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | 11,661 | 36.59 | 1,062 | 48.53 | ||||
2025-07-07 | 13F | RB 资本管理有限责任公司 | 7,990 | 1.62 | 728 | 10.32 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 34,792 | 3.39 | 3,170 | 12.30 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 13 | 0 | ||||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 613,494 | 17.18 | 55,895 | 27.29 | ||||
2025-07-28 | NP | TOWFX - Towpath 焦点基金机构股票类别 | 34,530 | 18.13 | 3,060 | 17.65 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 442,107 | 15.53 | 40,280 | 25.51 | ||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 40,537 | 3,693 | ||||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 107,090 | 0.83 | 9,757 | 9.53 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 709,368 | 4.37 | 64,633 | 13.39 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 82,697 | 7.35 | 7,535 | 16.64 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 4,738 | 12.51 | 432 | 22.10 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 159 | 13 | ||||||
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 | 988,583 | 11.55 | 90,070 | 21.18 | ||||
2025-06-27 | NP | DALVX - Dunham 大盘价值基金 A 类 | 17,926 | 9.82 | 1,441 | 2.78 | ||||
2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 107 | 10 | ||||||
2025-08-14 | 13F | 美国银行 /de/ | 16,107,584 | 29.14 | 1,467,562 | 40.29 | ||||
2025-04-22 | 13F | 完整投资管理公司 | 0 | 0 | ||||||
2025-08-06 | 13F | 圆石顾问有限责任公司 | 9,713 | 44.69 | 885 | 57.02 | ||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 11,303 | 0.52 | 1,030 | 9.12 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 10,372 | 22.93 | 945 | 33.52 | ||||
2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 16,989 | 1,548 | ||||||
2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 15,218 | 0.66 | 1,387 | 9.39 | ||||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 4,535 | 3.87 | 413 | 12.84 | ||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 2,465 | 0.57 | 225 | 9.27 | ||||
2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 634,530 | 2.01 | 51,023 | -4.54 | ||||
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 | 728 | 14.11 | 59 | 7.41 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 382 | 1.06 | 0 | |||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 6,414 | 584 | ||||||
2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,164 | 19.96 | 174 | 12.26 | ||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 10,927 | 4.00 | 995 | 12.94 | ||||
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 | 23,051 | 0.04 | 1,854 | -6.37 | ||||
2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 5,626 | 53.93 | 513 | 67.32 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 42,424 | 8.21 | 3,865 | 28.32 | ||||
2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 148,747 | 8.32 | 13,552 | 17.67 | ||||
2025-08-11 | 13F | 沃杜州银行 | 77,492 | 141.96 | 7 | 250.00 | ||||
2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 12,968 | 5.11 | 1,154 | 14.16 | ||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 1,628 | 1.75 | 148 | 10.45 | ||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 3,608 | 24.97 | 329 | 35.54 | ||||
2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 15,803,214 | 0.89 | 1,439,831 | 9.60 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 139,595 | 4.65 | 12,696 | 15.46 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 4,438 | 40.22 | 404 | 52.45 | ||||
2025-06-30 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 13,878 | 1,116 | ||||||
2025-08-08 | 13F | Gts 证券有限公司 | 4,946 | 49.79 | 451 | 63.04 | ||||
2025-08-14 | 13F | 货币概念资本公司 | 5,507 | 0.71 | 502 | 9.39 | ||||
2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 3,913 | 7.92 | 356 | 17.11 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 466,410 | 2.29 | 37,504 | -4.28 | ||||
2025-07-17 | 13F | 西方金融公司/CA | 25,616 | 1.38 | 2,334 | 10.10 | ||||
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 | 15,346 | 1.67 | 1,234 | -4.93 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 34,184 | 6.57 | 2,867 | 16.36 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 135 | 28.57 | 12 | 50.00 | ||||
2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 158,800 | 36.08 | 14,468 | 47.83 | ||||
2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 3,121 | 0.45 | 284 | 9.23 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 5,900 | 538 | |||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 5,600 | 510 | |||||
2025-07-21 | 13F | 库存银行和信托公司 | 3,332 | 32.96 | 304 | 44.29 | ||||
2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 651,408 | 43.32 | 59,350 | 55.69 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 5,795 | 1 | ||||||
2025-08-07 | 13F | CSM 顾问有限责任公司 | 425,015 | 1,077.88 | 39 | 1,166.67 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 5,176 | 31.10 | 516 | 55.59 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 4,632 | 422 | ||||||
2025-07-24 | 13F | 奋进私人财富有限公司 | 14,908 | 5.39 | 1,358 | 14.50 | ||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 74,085 | 43.24 | 5,957 | 34.05 |