机构和基金投资人持股 - 买家
在高乐氏公司中开设新头寸的主要持有者包括 坚定资本管理有限公司, Brighthouse Funds Trust I - Invesco Comstock 投资组合 A 类, Aim 可变保险基金（invesco 可变保险基金）- Invesco Vi Comstock 基金系列 I, 太平洋精选基金 - 中型成长投资组合 I 类, 蓝鳍资本管理有限公司, Qube研究与技术有限公司, 维斯特资本有限公司, 法国集团, IMC-芝加哥有限责任公司, Glenmede投资管理有限公司, EQ ADVISORS TRUST - EQ/Invesco Comstock 投资组合 IB 类, IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级, FDIV - MarketDesk 重点关注美国股息 ETF, PMJIX - PIMCO RAE 美国小型基金机构类别, STNC - Hennessy Stance ESG 大盘 ETF, EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类, B&D 白色资本有限公司, 瑞穗证券美国有限公司, EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类, 和 CTC替代策略有限公司 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 36,627 | 53.83 | 4,397 | 25.60 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 6,382 | 31.94 | 763 | 6.12 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,418 | 8.74 | 170 | -11.46 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 268 | 32 | ||||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 45,488 | 40.61 | 5,462 | 14.65 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 9,143 | 0.29 | 1,206 | -15.44 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 110 | 29.41 | 14 | 8.33 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 8,751 | 25.59 | 1,051 | 2.34 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 39,899 | 0.38 | 4,791 | -18.15 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,514 | 29.65 | 330 | 25.00 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 3,235 | 2.57 | 460 | -8.00 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 8,455 | 16.48 | 1,115 | -1.76 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 10,450 | 23.00 | 1,255 | 0.24 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 50 | 0 | ||||||
| 2025-08-13 | 13F | 全地形财务顾问有限责任公司 | 11,742 | 0.05 | 1,410 | -18.46 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 400 | 3.90 | 48 | -22.58 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 5,909 | 1 | ||||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 21,423 | 1.42 | 2,572 | -17.30 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 4,503 | 6.20 | 541 | -13.46 | ||||
| 2025-07-28 | 13F | 肯农格林公司有限责任公司 | 2,769 | 2.82 | 342 | -13.64 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 5,059 | 14.35 | 607 | -6.76 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 1,991 | 22.07 | 239 | -0.42 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,113 | 4.86 | 279 | -11.75 | ||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 25,630 | 1.62 | 3,077 | -17.13 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 302 | 98.68 | 40 | 69.57 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 152 | 100.00 | 18 | 63.64 | ||||
| 2025-07-22 | 13F | 罗马诺兄弟公司 | 14,417 | 0.02 | 1,731 | -18.43 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 9 | 1 | ||||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 9,654 | 25.04 | 1,159 | 2.02 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 166 | 10.67 | 0 | |||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 234,459 | 17.97 | 28,151 | -3.80 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 6,693 | 804 | ||||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 2,745 | 330 | ||||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 23,561 | 528.29 | 3 | |||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 1,959 | 345.23 | 235 | 267.19 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 170,282 | 6.38 | 20 | -13.04 | ||||
| 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 | 422,274 | 7.83 | 60,090 | -3.30 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 3,667 | 27.90 | 440 | 4.27 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 1,804 | 217 | ||||||
| 2025-08-13 | 13F | 信托集团有限责任公司 | 21,271 | 1.29 | 2,554 | -17.40 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Invesco Comstock 投资组合 IB 类 | 19,729 | 2,369 | ||||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 262 | 0 | ||||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 5,445 | 23.64 | 653 | 0.62 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 98,713 | 39.37 | 12 | 10.00 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 28 | 3 | ||||||
| 2025-03-31 | NP | FYEE - 富达收益增强型股票 ETF | 66 | 17.86 | 10 | 25.00 | ||||
| 2025-06-27 | NP | RCGE-RockCreek全球平等ETF | 2,408 | 343 | ||||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 27,058 | 1.53 | 3,249 | -17.23 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,454 | 17.53 | 310 | 4.38 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 103 | 1.98 | 15 | -12.50 | ||||
| 2025-04-22 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 390 | 109.68 | 61 | 93.55 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 51,844 | 8.82 | 7,634 | -1.33 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 940,399 | 1.09 | 117,230 | -15.25 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 289 | 0.35 | 35 | -19.05 | ||||
| 2025-06-17 | NP | NCVLX - Nuance 集中价值基金机构类别股票 | 41,305 | 235.19 | 5,878 | 200.61 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 66,830 | 5.07 | 9,510 | -5.79 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 9 | 1 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,288,497 | 11.34 | 154,710 | -9.21 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 22 | 3 | ||||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 2,080 | 250 | ||||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 33,551 | 0.30 | 4,028 | -18.21 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 45,526 | 234.26 | 5,466 | 172.62 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 9,554 | 5.05 | 1,147 | -14.34 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 453 | 64 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 140,449 | 510.46 | 16,864 | 397.87 | ||||
| 2025-06-26 | NP | IEDI - iShares Evolved 美国全权委托支出 ETF | 140 | 8.53 | 20 | -5.00 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 4,426 | 11.09 | 531 | -9.39 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 931 | 397.86 | 112 | 311.11 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 20 | 5.26 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 亚克曼资产管理公司 | 45,210 | 37.21 | 5,428 | 11.89 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,681 | 8.10 | 222 | -9.05 | ||||
| 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 | 17,140 | 18.57 | 2,260 | 0.00 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 40,220 | 0.43 | 5,723 | -9.93 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 12,991 | 1,849 | ||||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 16,043 | 1,926 | ||||||
| 2025-07-10 | 13F | 巴德尔银行 | 3,614 | 79.27 | 428 | 44.26 | ||||
| 2025-08-06 | 13F | 稳健金融策略集团有限责任公司 | 4,866 | 248.32 | 584 | 184.88 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 9,562 | 0.31 | 1,361 | -10.05 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 701 | 37.18 | 111 | 37.04 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 56,977 | 195.48 | 6,841 | 140.97 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 5,176 | 237.20 | 621 | 174.78 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 32,700 | 16.79 | 3,926 | -4.78 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 326,436 | 2.37 | 39,195 | -16.52 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 9,328 | 25.77 | 1,120 | 2.56 | ||||
| 2025-07-07 | 13F | 西联银行 | 4,618 | 9.46 | 554 | -10.79 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 5,289 | 8.80 | 635 | -11.19 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 68,879 | 16.22 | 8,270 | -5.23 | ||||
| 2025-05-30 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 2,523 | 26.15 | 372 | 14.51 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 17,307 | 5.73 | 2,078 | -13.78 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 1,757 | 0.11 | 211 | -18.60 | ||||
| 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 | 56,318 | 0.94 | 8,014 | -9.47 | ||||
| 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 | 43,664 | 19.75 | 5,243 | -2.37 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 176,145 | 29.31 | 21,150 | 5.44 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 7,200 | 414.29 | 865 | 319.42 | |||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 17 | 6.25 | 2 | -50.00 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 6 | 200.00 | 1 | |||||
| 2025-08-11 | 13F | Semanteon 资本管理公司 | 11,013 | 1,322 | ||||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 17,328 | 4.92 | 2,285 | -11.50 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 1,660 | 199 | -355.13 | |||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 312 | 37 | ||||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 14,251 | 672.83 | 1,711 | 531.37 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 9,401 | 0.35 | 1,129 | -18.20 | ||||
| 2025-05-27 | NP | FELG - 富达增强型大盘成长 ETF | 102 | 15 | ||||||
| 2025-07-30 | 13F | 自由一投资管理有限公司 | 224,873 | 11.47 | 27,000 | -9.11 | ||||
| 2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 4,680 | 20.77 | 562 | -1.58 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 555 | 5.71 | 67 | -14.29 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 1,890 | 2.16 | 237 | -9.89 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 88,212 | 0.90 | 10,592 | -17.72 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 57,569 | 1.34 | 7 | -25.00 | ||||
| 2025-07-25 | NP | SNPV - Xtrackers S&P 500 价值 ESG ETF | 51 | 7 | ||||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 261 | 6.10 | 34 | -10.53 | ||||
| 2025-08-08 | 13F | 托巴姆 | 48,784 | 16.89 | 6 | -16.67 | ||||
| 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 | 62,297 | 0.72 | 8,216 | -15.06 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 8,100 | 973 | ||||||
| 2025-08-14 | 13F | Point72香港有限公司 | 15,762 | 1,893 | ||||||
| 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 | 43 | 230.77 | 6 | 200.00 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 81,244 | 2.43 | 11,561 | -8.14 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 308,469 | 8.76 | 37,038 | -11.31 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 217 | 69.53 | 26 | 44.44 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 3,283 | 13.87 | 433 | -4.00 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 104,600 | 6.73 | 10,699 | -19.91 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 6,679 | 38.51 | 802 | 12.82 | ||||
| 2025-07-15 | 13F | 重要财富合作伙伴有限责任公司 | 3,775 | 11.26 | 453 | -9.22 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 3,331 | 2.12 | 474 | -8.32 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 8,445 | 143.79 | 1,014 | 98.63 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 338,528 | 1.34 | 40,647 | -17.36 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 153,470 | 6.00 | 20,240 | -10.62 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,481 | 0.14 | 9,295 | -15.55 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 3,640 | 437 | ||||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 7,040 | 845 | ||||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 21,016 | 33.69 | 2,523 | 9.03 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 8,635 | 21.69 | 1,037 | -0.77 | ||||
| 2025-08-14 | 13F | 帕文资产管理有限公司 | 2,035 | 5.66 | 244 | -13.78 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,007,914 | 1.67 | 121,020 | -17.09 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 17,269 | 1,056.66 | 2,073 | 846.58 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 118,150 | 2,151.76 | 14,186 | 1,737.56 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 1,771 | 1.37 | 234 | -14.65 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 325 | 0 | ||||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 180,758 | 21,704 | ||||||
| 2025-07-01 | 13F | 汇流投资管理有限公司 | 941,510 | 11.99 | 113,047 | -8.69 | ||||
| 2025-08-26 | NP | FDL - 第一信托晨星股息领先指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 167,058 | 10.12 | 20,059 | -10.20 | ||||
| 2025-04-01 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 600 | 50.00 | 95 | 50.79 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 701 | 84 | ||||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 718,188 | 13.76 | 86 | -6.52 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 88 | 23.94 | 12 | 0.00 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 2,334 | 85.98 | 308 | 56.63 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 5,481 | 62.02 | 780 | 45.34 | ||||
| 2025-06-24 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 33,174 | 49.06 | 4,721 | 33.67 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 73 | 128.12 | 9 | 100.00 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 2 | 0 | ||||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,739 | 1.67 | 5,252 | -17.10 | ||||
| 2025-06-30 | NP | SLWGX-慢速资本增长基金 | 8,602 | 18.62 | 1,224 | 6.43 | ||||
| 2025-05-29 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 510 | 75 | ||||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 10 | 1 | ||||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 13,255 | 0.06 | 1,592 | -18.41 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 14,122 | 13.76 | 1,696 | -7.22 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 36,400 | 91.58 | 4,371 | 56.24 | |||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 457 | 60.92 | 55 | 34.15 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 680 | 1,183.02 | 97 | 1,100.00 | ||||
| 2025-05-23 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 55 | 8 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 36,500 | 84.34 | 4,383 | 50.33 | |||
| 2025-08-13 | 13F | 新斯科舍银行 | 16,141 | 26.21 | 1,938 | 2.92 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 70,048 | 0.22 | 8 | -20.00 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 293 | 42 | ||||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 622 | 16.92 | 82 | -1.20 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 952,889 | 3.80 | 135,596 | -6.91 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-21 | 13F | 交易所资本管理公司 | 10,871 | 11.20 | 1,305 | -9.31 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 913 | 831.63 | 120 | 700.00 | ||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 342 | 21.28 | 49 | 9.09 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 862 | 17.92 | 106 | -1.85 | ||||
| 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 | 62,575 | 1.19 | 7,513 | -17.49 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,086 | 35.32 | 6,131 | 32.59 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 123,227 | 22.25 | 14,796 | -0.32 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 33,893 | 18.88 | 4,070 | -3.07 | ||||
| 2025-06-26 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 13,231 | 1,883 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,663 | 12.32 | 320 | -8.60 | ||||
| 2025-06-27 | NP | UPGD - Invesco Raymond James SB-1 股票 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,597 | 0.96 | 2,077 | -9.38 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 5,000 | 8.70 | 600 | -11.37 | |||
| 2025-08-12 | 13F | 熵技术有限公司 | 33,499 | 4,022 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 94,400 | 34.28 | 11,335 | 9.50 | |||
| 2025-07-28 | NP | VCULX - 成长基金 | 1,825 | 241 | ||||||
| 2025-08-14 | 13F | 采石场LP | 3,255 | 28.10 | 391 | 4.28 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 1,799,291 | 37.35 | 216,041 | 12.00 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 10,839 | 20.33 | 1,301 | -1.89 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 6,395 | 1.44 | 768 | -17.35 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 491 | 1.03 | 59 | -18.31 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 3,388 | 566.93 | 407 | 448.65 | ||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 7,317 | 13.69 | 879 | -7.29 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 11,659 | 0.06 | 1,400 | -18.43 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 4,416 | 0.71 | 530 | -17.83 | ||||
| 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 | 14,477 | 7.65 | 1,909 | -9.22 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 1,071 | 23.53 | 129 | 0.79 | ||||
| 2025-05-27 | 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 | 86,483 | 37.04 | 12,735 | 24.25 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 1,940 | 17.08 | 256 | -1.54 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 15,598 | 1.54 | 1,873 | -17.20 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 884 | 106 | ||||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 14 | 2 | ||||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,540 | 0.32 | 7,193 | -15.41 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 6,427 | 0.03 | 772 | -18.50 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 173 | 21 | ||||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 1,300,378 | 1,722.41 | 156,136 | 1,386.02 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 4,916 | 234.65 | 590 | 173.15 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 53,833 | 18.59 | 6,464 | -3.31 | ||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 1,383 | 182 | ||||||
| 2025-08-14 | 13F | 启发信托公司，Na | 28,000 | 16.67 | 3,362 | -4.90 | ||||
| 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 | 177,343 | 8.56 | 23,388 | -8.46 | ||||
| 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 | 15,114 | 7.17 | 1,993 | -9.61 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 366 | 3.68 | 52 | -7.14 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 43,843 | 21.13 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 74,043 | 12.48 | 8,890 | -16.19 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 83,101 | 6.23 | 11,825 | -4.74 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 80,969 | 6.06 | 9,722 | -13.52 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 500 | 150.00 | 60 | 106.90 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 17,343 | 42.18 | 2,066 | 15.81 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 5,835 | 25.16 | 701 | 2.04 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 1,282 | 154 | ||||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 20,852 | 29.95 | 2,504 | 5.97 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 3,222 | 26.01 | 387 | 2.66 | ||||
| 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 | 2,724 | 4.33 | 327 | -14.84 | ||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 2,407 | 317 | ||||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 32 | 4 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 25,702 | 211.50 | 3 | 200.00 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 3,516 | 10.53 | 422 | -9.83 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 2,638 | 317 | ||||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 12,491 | 173.51 | 1,500 | 123.07 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 57 | 23.91 | 7 | 0.00 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 6,364 | 15.42 | 839 | -2.67 | ||||
| 2025-05-29 | NP | BIGRX - 收入与增长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,798 | 2,915 | ||||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 9,270 | 0.80 | 1,113 | -17.80 | ||||
| 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 | 134,175 | 2.71 | 16,110 | -16.25 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 26 | 3 | ||||||
| 2025-08-11 | 13F | 美国信安证券公司 | 901 | 14.63 | 108 | -14.96 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 86,295 | 1.18 | 11,381 | -14.68 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 消费品基金可变年金 | 607 | 5.38 | 73 | -14.29 | ||||
| 2025-07-28 | NP | UGE - ProShares 超级消费品 | 532 | 97.04 | 70 | 66.67 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 30,127 | 6.48 | 3,617 | -13.18 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 2,421,498 | 2.15 | 290,752 | -16.71 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 4,668 | 54.06 | 616 | 30.02 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 2,472 | 19.77 | 297 | -2.31 | ||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 30,134 | 24.43 | 3,618 | 1.46 | ||||
| 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 | 123,662 | 1.90 | 16,309 | -14.07 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 20,726 | 2,489 | ||||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 2,573 | 1.22 | 309 | -17.65 | ||||
| 2025-08-13 | 13F | 法国集团 | 26,876 | 3,213 | ||||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 200 | 566.67 | 24 | 500.00 | ||||
| 2025-08-13 | 13F | 卡尔森资本有限合伙人 | 3,700 | 444 | ||||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 2,366 | 0.04 | 284 | -10.97 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 16,437 | 3.33 | 1,974 | -15.76 | ||||
| 2025-08-04 | 13F | Savoir Faire 资本管理有限合伙人 | 27,347 | 39.51 | 3,284 | 13.76 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 11,677 | 34.99 | 1,402 | 10.13 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 12,570 | 0.18 | 1,509 | -18.30 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 0 | 0 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 1,160,881 | 6.96 | 139,387 | -12.79 | ||||
| 2025-08-21 | NP | SMOT - VanEck Morningstar SMID 护城河 ETF | 19,803 | 2,378 | ||||||
| 2025-05-16 | NP | 全国可变保险信托 - Neuberger Berman NVIT Multi Cap Opportunities Fund I 类 | 5,055 | 744 | ||||||
| 2025-07-30 | 13F | Capstone Triton 金融集团有限责任公司 | 7,240 | 16.53 | 869 | -13.88 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 16,642 | 26.48 | 2,195 | 6.66 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 2,013 | 242 | ||||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 444 | 0.45 | 53 | -18.46 | ||||
| 2025-08-08 | 13F | 詹森投资管理公司 | 70,965 | 5.63 | 8,521 | -13.87 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 14,381 | 8.65 | 1,727 | -11.44 | ||||
| 2025-08-21 | NP | MOTG - VanEck Vectors 晨星全球护城河 ETF | 1,320 | 158 | ||||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 12,015 | 132.67 | 1,443 | 89.74 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 1,881 | 7.67 | 248 | -9.16 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 4,073 | 0.10 | 489 | -18.36 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 18,316 | 157.32 | 2,199 | 109.83 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 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 | 25,865 | 79.92 | 3,681 | 76.25 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 227 | 567.65 | 27 | 440.00 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 1,636 | 0.62 | 266 | 10.88 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 174 | 0.58 | 21 | -20.00 | ||||
| 2025-08-13 | 13F | 第1832章 | 1,847 | 222 | ||||||
| 2025-08-07 | 13F | 威尔金斯投资顾问公司 | 17,479 | 0.11 | 2,099 | -18.37 | ||||
| 2025-03-27 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 7,791 | 6.70 | 1,236 | 11.75 | ||||
| 2025-05-12 | 13F | Ccm投资集团有限责任公司 | 9,143 | 11.42 | 1,337 | 0.98 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 1,117,154 | 2.05 | 134,137 | -16.79 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 157 | 19 | ||||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 1,091,864 | 1.40 | 131,100 | -17.32 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 879 | 8.92 | 106 | -11.02 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 485,301 | 2.93 | 58,270 | -16.07 | ||||
| 2025-08-28 | NP | SDY - SPDR(R) S&P(R) 股息 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,436,609 | 3.73 | 172,494 | -15.41 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 3,794 | 456 | ||||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 563 | 55.96 | 0 | |||||
| 2025-03-24 | NP | JMID - Janus Henderson 中型股成长阿尔法 ETF | 2,131 | 619.93 | 338 | 634.78 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 3,994 | 480 | ||||||
| 2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl 多管理人中盘基金 (a) | 99,841 | 57.56 | 11,988 | 28.48 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 938 | 50.08 | 113 | 21.74 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 35,500 | 53.68 | 4,262 | 25.32 | |||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 3,969,233 | 1.92 | 476,586 | -16.89 | ||||
| 2025-04-18 | 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 | 24,941 | 6.31 | 3,901 | -0.54 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 15,000 | 51.52 | 1,801 | 23.61 | |||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 535 | 9.63 | 76 | -1.30 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 2,231 | 0.04 | 294 | -15.52 | ||||
| 2025-08-14 | 13F | 遗产财富管理有限公司 | 2,148 | 0.28 | 258 | -18.41 | ||||
| 2025-05-29 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 858 | 126 | ||||||
| 2025-05-28 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 5,466 | 12.17 | 805 | 1.64 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 7,800 | 937 | |||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 2,626 | 25.65 | 315 | 2.61 | ||||
| 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 | 8 | 14.29 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 43,991 | 1,167.02 | 5,282 | 933.66 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 797 | 0.13 | 96 | -18.80 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 13,372 | 91.63 | 1,606 | 56.28 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 325 | 2.52 | 39 | -15.22 | ||||
| 2025-06-25 | NP | FSTA - 富达 MSCI 必需消费品指数 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 | 64,422 | 11.51 | 9,167 | 0.00 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 20,108 | 1.17 | 2,414 | -17.50 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 3,512 | 9.61 | 422 | -10.62 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 5,118 | 10.14 | 615 | -10.23 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 10,144 | 1,218 | ||||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 10,008 | 4.76 | 1,202 | -14.58 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 470 | 56 | ||||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 2 | 0 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 1,425 | 90.00 | 171 | 55.45 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 2,310 | 277 | ||||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 2,764 | 329 | ||||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44,609 | 4.60 | 5,883 | -11.79 | ||||
| 2025-04-29 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 8,542 | 19.05 | 1,336 | 11.34 | ||||
| 2025-07-17 | 13F | 格里森集团公司 | 555 | 0.91 | 67 | -17.50 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 1,135 | 1,498.59 | 136 | -18.56 | ||||
| 2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 9,545 | 1.55 | 1,358 | -8.92 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 3,499,266 | 2.22 | 420,157 | -16.65 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 144,274 | 2.55 | 17,323 | -16.38 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 897,239 | 8.60 | 107,732 | -11.44 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 17,443 | 34.06 | 2,300 | 13.08 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 3,790 | 82.39 | 455 | 49.18 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 3,733 | 0 | ||||||
| 2025-05-23 | NP | IWF - iShares Russell 1000 Growth ETF | 462,301 | 3.45 | 68,074 | -6.21 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 222,906 | 9.98 | 26,764 | -10.32 | ||||
| 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 | 3,111 | 31.49 | 410 | 10.81 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 2,246 | 2.84 | 270 | -16.20 | ||||
| 2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 5,301 | 754 | ||||||
| 2025-08-08 | 13F | 创意策划 | 33,177 | 15.83 | 3,984 | -5.55 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 37,223 | 5.72 | 4,469 | -13.79 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 191 | 289.80 | 23 | 214.29 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Morningstar SMID 护城河焦点指数基金 (I) | 6,725 | 807 | ||||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 547,439 | 72,196 | ||||||
| 2025-08-26 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 82,544 | 15.71 | 9,911 | -5.65 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 28,881 | 19.11 | 3,468 | -2.89 | ||||
| 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 | 12,015 | 1.99 | 1,443 | -16.84 | ||||
| 2025-07-29 | NP | VCSAX - 先锋消费必需品指数基金 Admiral Shares | 370,485 | 7.88 | 48,860 | -9.03 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 128 | 3.23 | 15 | -16.67 | ||||
| 2025-08-05 | 13F | Arrowroot 家族办公室有限责任公司 | 1,666 | 200 | ||||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 4,393 | 183.24 | 527 | 131.14 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 274,022 | 32,902 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 8,611 | 4.45 | 1,225 | -6.35 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 68 | 161.54 | 8 | 166.67 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 8,511 | 1,022 | ||||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 17,952 | 4.48 | 2,155 | -14.82 | ||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 89,671 | 10,767 | ||||||
| 2025-08-26 | NP | WASMX - Walden SMID 上限基金 | 27,929 | 6.81 | 3,353 | -12.91 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 460,646 | 35.56 | 55,310 | 10.54 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 17 | 88.89 | 2 | 100.00 | ||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 2,349 | 0.09 | 282 | -18.26 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 52 | 6 | ||||||
| 2025-08-11 | 13F | 花旗集团 | 244,095 | 54.92 | 29,308 | 26.33 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 136 | 240.00 | 16 | 220.00 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 12 | 2 | ||||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 5,059 | 4.27 | 607 | -14.99 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 65,737 | 0.71 | 8,669 | -15.08 | ||||
| 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 | 170,626 | 12.10 | 20,487 | -8.59 | ||||
| 2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 3,000 | 47.20 | 360 | 20.00 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 265,677 | 1,006.43 | 31,900 | 802.38 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 45,462 | 55.72 | 5,459 | 26.99 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 5,286 | 635 | ||||||
| 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 | 239 | 34 | ||||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 2,303 | 0.52 | 277 | -18.10 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 873 | 34.72 | 115 | 13.86 | ||||
| 2025-05-21 | NP | DFVE-DoubleLine财富500指数等权重ETF | 193 | 1.05 | 28 | -9.68 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 274 | 0.37 | 33 | -20.00 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 8,654 | 15.53 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 13,655 | 2.93 | 1,640 | -16.08 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 61 | 27.08 | 9 | 33.33 | ||||
| 2025-05-28 | NP | MSEFX - Litman Gregory Masters 股票基金机构类 | 3,459 | 20.35 | 509 | 9.23 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 10,704 | 197.00 | 1,285 | 172.25 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 2,675 | 21.21 | 381 | 8.57 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 8 | 1 | ||||||
| 2025-08-19 | 13F | 怀俄明州 | 2,540 | 4.66 | 305 | -14.85 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 5,338 | 155.90 | 641 | 108.47 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 73 | 0 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 28,727 | 61.20 | 4,088 | 44.57 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 4,821 | 0.90 | 579 | -17.78 | ||||
| 2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 2,847 | 419 | ||||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 30,320 | 71.14 | 3,641 | 39.57 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 137,194 | 12.08 | 16,473 | -8.51 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 14 | 27.27 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 278,615 | 13.10 | 33,453 | -7.78 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 14,768 | 51.28 | 2 | 0.00 | ||||
| 2025-07-18 | 13F | 太平洋点顾问有限公司 | 9,686 | 2.75 | 1,163 | -16.28 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,864 | 27.41 | 224 | -5.91 | ||||
| 2025-05-08 | NP | QBDSX - 量化管理收益基金投资者类别股票 | 4,916 | 86.21 | 724 | 68.93 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 26,469 | 14.63 | 3,898 | 3.92 | ||||
| 2025-07-08 | 13F | 巴德金融服务公司 | 7,400 | 1.72 | 889 | -17.09 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 867 | 5.35 | 104 | -14.05 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 42 | 5 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 372,500 | 6.70 | 44,726 | -12.99 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 91,383 | 507.32 | 10,972 | 395.35 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 21,440 | 0.80 | 3,051 | -9.63 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 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 | 23,175 | 7.68 | 3,298 | -3.46 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,566 | 0.58 | 207 | -15.23 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 6,308 | 6.43 | 757 | -13.19 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 22,489 | 285.42 | 2,700 | 214.32 | ||||
| 2025-06-26 | NP | NUMV - Nuveen ESG 中盘价值 ETF | 4,946 | 37.05 | 704 | 22.90 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 56 | 80.65 | 7 | -25.00 | ||||
| 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 | 1,108 | 5.22 | 146 | -3.31 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 2,821 | 4.21 | 339 | -15.08 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 92,203 | 5.01 | 11,071 | -14.38 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 20,000 | 1.51 | 2,401 | -17.24 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 3,753 | 119.22 | 451 | 78.57 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 34,235 | 4,111 | ||||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 6,320 | 9.34 | 759 | -10.93 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 40,901 | 253.78 | 5,820 | 217.34 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 21,350 | 42.11 | 2,563 | 15.87 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 23,824 | 3.80 | 3,390 | -6.92 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 724,500 | 1,816.67 | 86,991 | 1,462.88 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 436 | 7.92 | 52 | -11.86 | ||||
| 2025-08-21 | NP | MGRO - VanEck Morningstar 宽护城河增长 ETF | 137 | 174.00 | 16 | 128.57 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 1,956 | 16.78 | 278 | 4.91 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 99,544 | 0.86 | 11,952 | -17.75 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 5 | 400.00 | 1 | |||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 60,275 | 17.37 | 7,237 | -4.30 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 6,777 | 32.03 | 814 | 7.68 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 5,019 | 183.88 | 597 | 131.01 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 16,079 | 94.78 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 56 | 7 | ||||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 6,095 | 3.29 | 732 | -15.78 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 1,001 | 0.10 | 120 | -18.37 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 4,782 | 0.95 | 574 | -17.65 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 3 | 0 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 2,702,191 | 1.71 | 324,452 | -17.06 | ||||
| 2025-08-15 | NP | MTCGX - M 大盘成长基金 | 2,098 | 252 | ||||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 2,537 | 305 | ||||||
| 2025-08-05 | 13F | 机械资本公司 | 22,525 | 247.98 | 2,705 | 183.74 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 383,962 | 13.53 | 46,102 | -7.42 | ||||
| 2025-08-14 | 13F | 蓝鳍资本管理有限公司 | Call | 46,400 | 5 | |||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5 | 25.00 | 1 | |||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 2,634 | 63.40 | 345 | 54.95 | ||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,900 | 2.83 | 1,437 | -13.28 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 4,724 | 5.73 | 571 | -13.75 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 93,974 | 12.93 | 11,283 | -7.92 | ||||
| 2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 310,176 | 84.85 | 37,243 | 50.73 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 2,710 | 25.00 | 357 | 5.31 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 10,758 | 4.45 | 1,531 | -6.36 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 7,514 | 2.96 | 902 | -16.01 | ||||
| 2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 38,284 | 67.43 | 4,597 | 36.54 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 11,729 | 19.33 | 1 | 0.00 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 1,561 | 2.16 | 187 | -16.52 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 4,615 | 0.22 | 554 | -13.03 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 153 | 466.67 | 18 | 350.00 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 112,853 | 0.36 | 13,550 | -18.17 | ||||
| 2025-05-27 | NP | FEAC - 富达增强型美国全市值股票 ETF | 48 | 14.29 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 13,333 | 28.12 | 1,601 | 4.44 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 467 | 7.85 | 56 | -11.11 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型成长投资组合 I 类 | 53,318 | 6,402 | ||||||
| 2025-06-30 | NP | 两条道路共享信任 - Hypatia 女性首席执行官 ETF | 125 | 4.17 | 18 | -10.53 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,477 | 4.56 | 2,060 | -6.19 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 647 | 78 | ||||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 61 | 3.39 | 7 | -12.50 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 30,469 | 24.68 | 3,658 | 1.67 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 611,778 | 87.11 | 73 | 52.08 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 13,299 | 2.77 | 1,597 | -16.22 | ||||
| 2025-03-27 | NP | RGEAX - 全球股票基金 A 类 | 14,156 | 1,061.28 | 2,246 | 1,063.73 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 1,134,263 | 23.74 | 136,191 | 0.90 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 194,615 | 1.22 | 23,367 | -17.46 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 33,600 | 40.00 | 4,034 | 14.15 | |||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 754,524 | 0.20 | 90,596 | -18.29 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 166,900 | 433.23 | 20,040 | 334.87 | |||
| 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 | 7,522 | 22.17 | 903 | -0.33 | ||||
| 2025-07-22 | 13F | 衡量风险投资组合有限公司 | 12,388 | 6.70 | 1,487 | -12.99 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 2,732 | 25.26 | 328 | 2.18 | ||||
| 2025-08-14 | 13F | 联信银行 | 41,352 | 20.90 | 4,965 | -1.41 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 9,599 | 1.05 | 1 | 0.00 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 2,127 | 1.43 | 255 | -17.21 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 2,409 | 72.07 | 343 | 54.05 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 305,841 | 3.47 | 36,722 | -15.63 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 787 | 2.88 | 116 | -7.26 | ||||
| 2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 55 | 48.65 | 8 | 40.00 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, 有限责任公司 | 28,337 | 10.27 | 3,402 | -10.10 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 126,180 | 242.20 | 15,150 | 179.06 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 85,170 | 9.99 | 10,226 | -10.31 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 66,082 | 9.26 | 7,934 | -10.90 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 4 | 0 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 15,667 | 11.98 | 1,882 | -8.69 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 4,250 | 3.73 | 510 | -15.42 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 11,598 | 113.63 | 1,393 | 95.78 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 2,372 | 285 | ||||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 3,474 | 0.09 | 417 | -18.40 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 11,563 | 1.51 | 1,645 | -8.97 | ||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 2,605 | 0.89 | 313 | -17.89 | ||||
| 2025-08-26 | NP | KXI - iShares 全球必需消费品 ETF | 27,362 | 15.05 | 3,285 | -6.20 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 192,504 | 18.04 | 23,114 | -3.75 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 5 | 1 | ||||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 2,494 | 71.76 | 299 | 40.38 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 31,168 | 49.85 | 3,742 | 23.01 | ||||
| 2025-08-11 | 13F | ICICI保诚资产管理有限公司 | 34,100 | 464.01 | 4,094 | 360.00 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 8,040 | 70.81 | 965 | 39.25 | ||||
| 2025-05-28 | NP | NDOW-Anydrus Advantage ETF | 728 | 107 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 4,680 | 0.60 | 562 | -17.60 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 317,707 | 5.41 | 38,147 | -14.05 | ||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 270 | 3,275.00 | 32 | 3,100.00 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 295,814 | 5.11 | 42,094 | -5.74 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 3,911 | 4.04 | 470 | -15.19 | ||||
| 2025-08-07 | 13F | 商业银行 | 30,838 | 1.96 | 3,703 | -16.87 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 191 | 23 | ||||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 1,880 | 7.86 | 226 | -12.11 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 2,700 | 2.86 | 324 | -16.06 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 4,427 | 532 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 61,653 | 8.07 | 7,384 | -11.92 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 28,839 | 5 | ||||||
| 2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 5,864 | 18.35 | 704 | -3.43 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 70,424 | 3.58 | 10,021 | -7.11 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 1,755 | 1.45 | 0 | |||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 1,167 | 140 | ||||||
| 2025-08-19 | 13F | 国家资产管理公司 | Call | 500 | 60 | |||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 4,268 | 18.16 | 512 | -3.58 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 10 | 1 | ||||||
| 2025-08-14 | 13F | 红树林合作伙伴 | 5,233 | 628 | ||||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 967 | 11.15 | 116 | -9.37 | ||||
| 2025-04-25 | 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 | 39,368 | 117.56 | 6,157 | 103.57 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 113,255 | 33.42 | 13,599 | 8.79 | ||||
| 2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 15,705 | 1,886 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 30,228 | 7.30 | 3,629 | -12.51 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 19,003 | 5.97 | 2,506 | -10.63 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 2,765 | 332 | ||||||
| 2025-03-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 420 | 43.84 | 67 | 43.48 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 1,900 | 228 | ||||||
| 2025-08-05 | 13F | 科顿资本公司 | 2,181 | 262 | ||||||
| 2025-08-26 | NP | ACSI - 美国客户满意度 ETF | 18,263 | 9.73 | 2,193 | -10.53 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 4,063 | 47.64 | 578 | 32.57 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 14,544 | 19.88 | 1,746 | -2.24 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 40 | 37.93 | 5 | 0.00 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 2,120 | 0 | ||||||
| 2025-08-13 | 13F | 奥西亚姆 | 25,062 | 15.12 | 3,009 | -6.12 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 2,128 | 14.90 | 255 | -6.25 | ||||
| 2025-07-25 | 13F | SPC 金融公司 | 4,745 | 18.33 | 570 | -3.56 | ||||
| 2025-07-08 | 13F | 马丁资本合伙人有限责任公司 | 5,615 | 172.57 | 1 | |||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 8,446 | 6.83 | 1,114 | -9.95 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 1,397,501 | 3,854.67 | 168 | 3,240.00 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 40,191 | 69.25 | 5 | 33.33 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 300,059 | 94.46 | 36,028 | 58.57 | ||||
| 2025-05-27 | NP | IWP - iShares Russell 中型成长 ETF | 735,047 | 2.75 | 108,236 | -6.84 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 4,194 | 0.14 | 553 | -15.44 | ||||
| 2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 238,252 | 28.60 | 33,903 | 15.33 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 158 | 95.06 | 19 | 63.64 | ||||
| 2025-08-13 | 13F | 挪威银行 | 1,585,984 | 190,429 | ||||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 2,235 | 1.68 | 268 | -17.03 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 899 | 9.50 | 108 | -10.83 | ||||
| 2025-08-27 | NP | RYCIX - 消费品基金投资者类别 | 4,126 | 5.93 | 495 | -13.61 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 456 | 194.19 | 55 | 145.45 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 8,015 | 20.02 | 1,057 | 1.25 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 3,239 | 6.30 | 461 | -4.76 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 16,464 | 354.43 | 1,977 | 270.73 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 542,382 | 20.09 | 65,124 | -2.08 | ||||
| 2025-06-27 | NP | FDIV - MarketDesk 重点关注美国股息 ETF | 13,783 | 1,961 | ||||||
| 2025-03-31 | NP | FBUF - 富达动态缓冲股票 ETF | 78 | 6.85 | 12 | 9.09 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 1,986 | 1.53 | 238 | -17.36 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 3,778 | 32.38 | 454 | 7.86 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 4,442 | 26.44 | 533 | 3.09 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 108 | 24.14 | 14 | 7.69 | ||||
| 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 | 5,504 | 10.21 | 783 | -1.14 | ||||
| 2025-03-25 | NP | FXG - First Trust 必需消费品 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 | 30,541 | 48.81 | 4,846 | 48.92 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 0 | 0 | ||||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 45,609 | 1.11 | 5 | -16.67 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 89,681 | 0.66 | 10,768 | -17.92 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 18,776 | 4.03 | 2,254 | -15.17 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 1,822,951 | 2.51 | 218,881 | -16.41 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 2,040 | 245 | ||||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 1,682 | 202 | ||||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 22 | 37.50 | 3 | 0.00 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 5,682 | 35.58 | 809 | 21.50 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 63,161 | 8.62 | 7,584 | -11.43 | ||||
| 2025-05-27 | NP | GEIZX - 成长股票指数基金投资者 | 1,445 | 8.89 | 213 | -1.40 | ||||
| 2025-08-26 | NP | DNLDX - 纽约梅隆银行活跃中型股基金 A 类 | 17,978 | 82.35 | 2,159 | 48.73 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 3,422 | 0.06 | 411 | -18.49 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 15,845,496 | 1.75 | 1,902,569 | -17.03 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 2,546 | 0.08 | 306 | -18.45 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 627 | 122.34 | 75 | 82.93 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 41,661 | 2.94 | 5,002 | -16.06 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 2,929 | 41.50 | 352 | 15.46 | ||||
| 2025-06-17 | NP | 商业基金 - 中型价值基金股票 | 3,070 | 437 | ||||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 16,496 | 70.70 | 1,981 | 39.14 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 129 | 279.41 | 15 | 200.00 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 9,550 | 24.27 | 1,147 | 1.33 | ||||
| 2025-07-29 | NP | JNVIX - Jensen 质量价值基金 - I 股票 | 40,140 | 3.00 | 5,294 | -13.14 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 22,489 | 2,700 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 114,100 | 210.90 | 13,700 | 153.50 | |||
| 2025-08-07 | 13F | 雅绅特资本管理有限公司 | 11 | 1 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 130,700 | 59.00 | 15,693 | 29.66 | |||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 429,015 | 2.21 | 51,512 | -16.66 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 670 | 0.15 | 80 | -18.37 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 88 | 4.76 | 11 | -16.67 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 8,172 | 22.87 | 981 | 0.20 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Invesco Comstock 投资组合 A 类 | 120,122 | 14,423 | ||||||
| 2025-07-31 | 13F/A | 亚飞财富 | 160 | 742.11 | 0 | |||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 6,600 | 792 | |||||
| 2025-08-08 | 13F | OmniStar 金融集团公司 | 10,077 | 16.67 | 1,210 | -5.25 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 76,236 | 147.90 | 9,154 | 102.14 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 71,362 | 8,568 | ||||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 14,300 | 114.97 | 1,717 | 75.38 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 4,845 | 0.35 | 582 | -18.17 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 27,028 | 0.38 | 3,245 | -18.16 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 2,881 | 7.14 | 370 | -6.58 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 2,136 | 4.35 | 256 | -14.95 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 3,807 | 0.26 | 542 | -10.13 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 2,172 | 5.49 | 261 | -14.19 | ||||
| 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 | 3,093 | 15.63 | 440 | 3.77 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 2,571 | 4.05 | 309 | -15.15 | ||||
| 2025-06-25 | NP | KNG - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income 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 | 375,429 | 14.21 | 53,424 | 2.42 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 4,767 | 0.29 | 572 | -18.17 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 5,683 | 4.07 | 682 | -15.17 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 2,516 | 190.87 | 302 | 137.80 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 510 | 61 | ||||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg 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 | 3,910 | 469 | ||||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 168 | 24 | ||||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 26,938 | 0.47 | 3,553 | -15.29 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 11,276 | 58.13 | 1,649 | 41.55 | ||||
| 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 | 9,245 | 2.60 | 1,219 | -13.48 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 5,198 | 1.88 | 740 | -8.65 | ||||
| 2025-08-07 | 13F | 纽安斯投资有限公司 | 848,106 | 182.45 | 101,832 | 130.32 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 2,752 | 330 | ||||||
| 2025-08-14 | 13F | 嘉实投资顾问有限公司 | 7,075 | 849 | ||||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 307,150 | 7.68 | 36,880 | -12.19 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 114,245 | 409.82 | 13,717 | 315.79 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 3,218 | 7.05 | 386 | -12.67 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 3,433 | 412 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 294,700 | 27.91 | 35,385 | 4.30 | |||
| 2025-08-13 | 13F | 景顺有限公司 | 3,245,175 | 138.32 | 389,648 | 94.33 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 209 | 25 | ||||||
| 2025-06-27 | NP | RSPS - Invesco S&P 500 等权重消费必需品 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 | 47,177 | 5.57 | 6,713 | -5.33 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,430 | 1.87 | 488 | -8.61 | ||||
| 2025-08-12 | 13F | 朗费罗投资管理有限公司 | 3,207 | 385 | ||||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 2,720,269 | 2.54 | 326,623 | -16.39 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 598,452 | 71,856 | ||||||
| 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 | 30,500 | 1.24 | 4,340 | -9.21 | ||||
| 2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,845 | 51.40 | 3,583 | 23.47 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares 主动收益 ETF | 36,702 | 8.88 | 5,404 | -1.28 | ||||
| 2025-07-24 | 13F | 蒙吉斯资本管理公司 | 14,443 | 119.53 | 1,734 | 79.13 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 2,100 | 1.89 | 252 | -16.83 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 16,597 | 52.78 | 1,993 | 24.50 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 41,349 | 20.35 | 4,965 | -1.86 | ||||
| 2025-08-14 | 13F | 人类投资有限责任公司 | 2,235 | 1.68 | 268 | -17.03 | ||||
| 2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,421 | 212.95 | 3,353 | 163.94 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 731,828 | 6.55 | 87,871 | -13.12 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 12,928 | 474.58 | 1,552 | 368.88 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 1,564 | 90.73 | 223 | 70.77 | ||||
| 2025-08-28 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 2,681 | 157.79 | 322 | 109.80 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 267,755 | 9.30 | 32,149 | -10.87 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 11 | 2 | ||||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 108 | 3.85 | 14 | -12.50 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 106,933 | 12.61 | 13 | -7.69 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 2,151 | 18.25 | 258 | -3.37 | ||||
| 2025-06-27 | NP | TBG - TBG 股息焦点 ETF | 17,976 | 36.07 | 2,558 | 21.99 | ||||
| 2025-08-14 | 13F | 私人资本管理有限责任公司 | 16,400 | 84.27 | 1,969 | 50.31 | ||||
| 2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 24,131 | 4.40 | 2,897 | -14.87 | ||||
| 2025-07-30 | 13F | 工作室投资管理有限公司 | 5,447 | 9.38 | 654 | -10.78 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 8,189 | 35.83 | 983 | 10.82 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,835 | 2.97 | 901 | -13.20 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 442 | 13.04 | 53 | -7.02 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 15,935 | 52.68 | 1,913 | 24.54 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 9,309 | 1,120 | ||||||
| 2025-04-24 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,255 | 47.54 | 3,480 | 38.04 | ||||
| 2025-04-25 | 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 | 3,512 | 16.83 | 549 | 15.58 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 2,593 | 4.60 | 0 | |||||
| 2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 28,316 | 2.20 | 4,029 | -8.35 | ||||
| 2025-06-24 | NP | QLV - FlexShares 美国质量低波动指数基金 | 1,920 | 75.82 | 273 | 57.80 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 36,006 | 0.59 | 4,323 | -17.97 | ||||
| 2025-08-28 | NP | Aim 可变保险基金（invesco 可变保险基金）- Invesco Vi Comstock 基金系列 I | 90,697 | 10,890 | ||||||
| 2025-08-29 | NP | DIAMX - 钻石山多空基金 A 级 | Short | -49,025 | -28.17 | -5,886 | -41.43 | |||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 187 | 3.31 | 22 | -15.38 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 10,058 | 1.09 | 1,208 | -17.61 | ||||
| 2025-07-11 | 13F | 海岸资本集团有限责任公司 | 2,755 | 0.62 | 331 | -18.11 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 396 | 60.98 | 56 | -24.32 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 8,553 | 0.80 | 1,027 | -17.85 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 4,318 | 13.60 | 518 | -7.33 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 4 | 1 | ||||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 41,458 | 4,978 | ||||||
| 2025-08-21 | NP | MWMIX - VanEck Morningstar Wide Moat 基金 I 类 | 3,037 | 365 | ||||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 9,979 | 7.25 | 1,198 | -12.55 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,266 | 24.39 | 1,176 | 11.57 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 33,489 | 15.48 | 4,765 | 3.56 | ||||
| 2025-07-25 | 13F | Ball & Co 财富管理公司 | 872 | 0.93 | 0 | |||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 192,869 | 16.07 | 25,436 | -2.12 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 541 | 29.12 | 77 | 15.15 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 1,728 | 207 | ||||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 1,083,723 | 101.82 | 130,123 | 64.57 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 13,946 | 2.96 | 1,674 | -16.26 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 4,687 | 563 | ||||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 34,889 | 0.33 | 4,189 | -18.18 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 26,365 | 0.94 | 3,166 | -17.71 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 135,475 | 16,266 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 2,690 | 959.06 | 323 | 770.27 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 78,635 | 323.59 | 9,442 | 245.44 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 8,204 | 162.44 | 985 | 114.13 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 2,870 | 4.52 | 345 | -14.85 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 7,752 | 13.97 | 931 | -1.80 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 74 | 9 | ||||||
| 2025-08-13 | 13F | 金融复仇者公司 | 465 | 0.87 | 56 | -17.91 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 4,369 | 525 | ||||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 534 | 7.01 | 76 | -5.06 | ||||
| 2025-08-26 | NP | FSCS - 中型股美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,699 | 59.23 | 324 | 30.12 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 64 | 25.49 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 8,302 | 7.08 | 997 | -12.71 | ||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 19,558 | 0.06 | 2,348 | -18.42 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 10,704 | 1,285 | ||||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 13 | 2 | ||||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 389 | 270.48 | 47 | 206.67 | ||||
| 2025-07-28 | NP | NOBL - ProShares S&P 500 Dividend Aristocrats ETF | 1,156,633 | 8.71 | 152,537 | -8.33 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 129,710 | 4.76 | 15,580 | -14.56 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 6,664 | 18.20 | 1 | |||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 4,249 | 510 | ||||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 662 | 76.53 | 94 | 59.32 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 1,728 | 207 | ||||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -4,039 | -485 | |||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 79 | 6.76 | 10 | -9.09 | ||||
| 2025-08-14 | 13F | 金洛克资本有限责任公司 | 24,571 | 2.14 | 2,950 | -16.71 | ||||
| 2025-08-26 | NP | GRZZX-Leuthold Grizzly Short基金 | Short | -3,109 | -7.69 | -373 | -24.65 | |||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 296 | 36 | ||||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 32,533 | 93.53 | 4 | 50.00 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 370 | 289.47 | 44 | 238.46 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 17 | 2 | ||||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 5,522 | 21.95 | 664 | -0.60 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 399 | 1.53 | 48 | -17.54 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 35,483 | 22.84 | 5,049 | 10.17 | ||||
| 2025-07-21 | 13F | DMKC 咨询服务有限公司 | 4,126 | 533 | ||||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 3,815 | 26.74 | 458 | 3.39 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 10,727 | 7.08 | 1,415 | -9.71 | ||||
| 2025-08-13 | 13F | B&D 白色资本有限公司 | 9,100 | 1,093 | ||||||
| 2025-08-01 | 13F | Pavion Blue 资本有限责任公司 | 2,250 | 15.38 | 270 | -5.92 | ||||
| 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 | 883 | 5.50 | 106 | -13.82 | ||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 2,374 | 7.71 | 0 | |||||
| 2025-08-14 | 13F | 坚定资本管理有限公司 | 179,970 | 21,609 | ||||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 101 | 20.24 | 12 | 0.00 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 7,211 | 103.87 | 866 | 66.35 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 301,588 | 12.78 | 36,212 | -8.04 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 16,221 | 0.73 | 1,948 | -17.88 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 14,337 | 8.77 | 1,709 | -11.41 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 41,173 | 0.18 | 4,944 | -18.32 | ||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 16,194 | 13.69 | 1,944 | -7.30 | ||||
| 2025-08-05 | 13F | 北角财富管理有限公司 | 2,106 | 6.74 | 253 | -13.10 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 219,674 | 33.55 | 26,376 | 8.90 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 81,100 | 528.68 | 9,738 | 412.74 | |||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 28,900 | 1.05 | 3,470 | -17.60 | |||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 7,030 | 844 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 16,300 | 79.12 | 1,957 | 46.15 | |||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 3,932 | 0.33 | 472 | -18.20 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 129 | 44.94 | 15 | 15.38 | ||||
| 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 | 23,112 | 1.94 | 2,775 | -16.87 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 10 | 1 | ||||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 47,994 | 190.98 | 5,763 | 137.31 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 23,278 | 59.47 | 2,795 | 30.01 | ||||
| 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 | 7,937 | 5.24 | 1,129 | -5.60 | ||||
| 2025-03-17 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 16,752 | 22.47 | 2,658 | 22.60 | ||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 51,084 | 46.15 | 6,134 | 19.18 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 731,324 | 0.00 | 87,813 | -18.45 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 187,100 | 342.32 | 22,465 | 260.71 | |||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 12,989 | 1,560 | ||||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 67,900 | 141.64 | 8,153 | 97.05 | |||
| 2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 14,867 | 4.72 | 1,785 | -14.59 | ||||
| 2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 3,225 | 18.92 | 387 | -3.01 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 2,765 | 332 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 282,555 | 66.03 | 33,926 | 35.38 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 3,697 | 7.50 | 526 | -3.49 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,022 | 194.52 | 123 | 139.22 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 608,700 | 67.32 | 73,087 | 36.43 | |||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 2,480 | 298 | ||||||
| 2025-08-13 | 13F | 韩国投资公司 | 117,570 | 324.67 | 14,117 | 246.32 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 88,253 | 36.76 | 10,597 | 11.51 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 15,227 | 4.07 | 1,828 | -15.13 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 37,369 | 0.62 | 4,487 | -17.82 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 7 | 1 | ||||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 402 | 48 | ||||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | Call | 800 | 12 | |||||
| 2025-08-29 | NP | PMJIX - PIMCO RAE 美国小型基金机构类别 | 13,320 | 1,599 | ||||||
| 2025-06-23 | NP | IYK - iShares 美国消费品 ETF | 84,986 | 19.23 | 12,094 | 6.92 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 8,523 | 24.82 | 1,023 | 1.79 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 335,514 | 8.98 | 40,285 | -11.14 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 4,306 | 5.51 | 517 | -13.83 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 542 | 0.93 | 65 | -17.72 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 115,874 | 0.62 | 13,913 | -17.96 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 11,349 | 64.05 | 1,363 | 33.79 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国美国 130/30 股票投资组合 R6 级 | 15,332 | 2,182 | ||||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 1,718 | 19.47 | 206 | -2.37 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 36,565 | 4.30 | 4,390 | -14.96 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 21,871 | 1.64 | 3,112 | -8.85 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 4,234 | 53.18 | 508 | 25.12 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 725 | 0.97 | 87 | -17.14 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 38 | 15.15 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | 斯通里奇投资合伙公司 | 4,411 | 1 | ||||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 33,788 | 1.29 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | 鹰岩投资公司 | 30,234 | 5.14 | 3,630 | -14.27 | ||||
| 2025-07-30 | 13F | 圣詹姆斯投资有限公司 | 2,010 | 241 | ||||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 68 | 8 | ||||||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 466 | 8.88 | 61 | -7.58 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 9,460 | 3.30 | 1,136 | -15.80 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 35 | 5 | ||||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 6,028 | 795 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 2,022 | 0 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 83,200 | 21.82 | 10 | -10.00 | |||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 63,978 | 185.13 | 8,437 | 140.44 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 54,900 | 54.65 | 7 | 20.00 | |||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 11,014 | 19.13 | 1,622 | 10.27 | ||||
| 2025-08-27 | NP | CRFRX - 卡尔弗特重点价值基金 R6 级 | 12,902 | 9.74 | 1,549 | -10.51 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 11,102 | 3.96 | 1,333 | -15.20 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 343 | 9.24 | 45 | -8.16 | ||||
| 2025-06-11 | NP | KTRAX - DWS Global Income Builder 基金 A 级 | 17,764 | 1,783.78 | 2,528 | 2,197.27 | ||||
| 2025-04-25 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 450 | 67.29 | 70 | 100.00 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 118,503 | 2.73 | 14,229 | -16.24 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 56,300 | 6,760 | |||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 25,032 | 1.72 | 3,006 | -17.06 | ||||
| 2025-08-14 | 13F | 孟德尔资本管理有限公司 | 3,900 | 4.73 | 468 | -14.60 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 221 | 40.76 | 31 | 29.17 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 823 | 99 | ||||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 83 | 10 | ||||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 21,915 | 2,631 | ||||||
| 2025-03-31 | NP | FDWM - 富达女性领导力 ETF | 265 | 11.81 | 42 | 13.51 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 752 | 7.12 | 90 | -12.62 | ||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 29,548 | 190.51 | 3,760 | 160.32 | ||||
| 2025-07-14 | 13F | Kfg 财富管理有限公司 | 5,121 | 9.47 | 615 | -10.76 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 11,213 | 143.55 | 1,346 | 98.82 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 24,800 | 24.62 | 2,978 | 1.60 | |||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 3,135 | 3.40 | 446 | -7.28 | ||||
| 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 | 372 | 20.78 | 53 | 8.33 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 47,100 | 58.05 | 5,655 | 28.87 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 31,014 | 27.93 | 3,724 | 4.31 | ||||
| 2025-05-27 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 260 | 242.11 | 38 | 216.67 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 13,900 | 172.55 | 1,669 | 122.40 | |||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 21,704 | 1.52 | 3,088 | -8.96 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 56,600 | 543.18 | 6,796 | 424.71 | |||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 76 | 9 | ||||||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,140 | 48.11 | 1,205 | 36.31 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 4,836 | 12.36 | 638 | -5.35 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 5,100 | 1 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 4,392 | 8.47 | 579 | -8.53 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 2,730 | 77.04 | 328 | 30.80 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 482 | 2.55 | 58 | -12.31 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 401 | 7.22 | 59 | -1.67 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 33 | 230.00 | 4 | 200.00 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 370 | 1.37 | 44 | -16.98 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 6,179 | 742 | ||||||
| 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 | 19,834 | 2,381 | ||||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 21,697 | 245.22 | 2,605 | 181.62 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 1,495,414 | 153.54 | 179,554 | 106.74 | ||||
| 2025-06-23 | NP | CNPIX - 消费品超行业深度投资者类别 | 449 | 127.92 | 64 | 103.23 | ||||
| 2025-07-29 | 13F | 矿山与荒尾财富创造与管理有限责任公司 | 3,319 | 0.67 | 399 | -17.94 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 200,233 | 28.55 | 24,042 | 4.82 | ||||
| 2025-04-25 | 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 | 586,267 | 115.33 | 91,686 | 101.45 | ||||
| 2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 593 | 58.98 | 71 | 18.33 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 22,368 | 30.83 | 3,183 | 17.33 | ||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 2,784 | 460.16 | 334 | 357.53 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 5,802 | 39.67 | 697 | 13.91 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,384 | 146.70 | 166 | 102.44 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 138,920 | 3,785.87 | 17 | |||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 4,633 | 7.34 | 556 | -12.44 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 10,663 | 3.88 | 1,280 | -15.29 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 163 | 2.52 | 20 | -17.39 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 17 | 2 | ||||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 945 | 23.69 | 113 | 0.89 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 19,587 | 1.45 | 2,352 | -17.28 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 20,802 | 0.26 | 2,498 | -18.27 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,921 | 10.72 | 253 | -6.64 | ||||
| 2025-07-23 | 13F | 霍尔资本管理公司 | 2,851 | 4.39 | 342 | -14.93 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 20,490 | 1.30 | 2,460 | -17.39 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 1,720 | 29.32 | 245 | 15.64 | ||||
| 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 | 20,672 | 16.51 | 2,942 | 4.48 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 10,133 | 20.86 | 1,217 | -1.46 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 747 | 15.46 | 90 | -6.32 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,554,395 | 0.27 | 204,994 | -15.45 | ||||
| 2025-07-31 | 13F | 卡迪尼亚有限公司 | 2,798 | 11.92 | 336 | -8.97 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 27 | 125.00 | 3 | 200.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 2,246 | 0.90 | 270 | -17.74 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 26 | 3 | ||||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 12 | 1 | ||||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 147,327 | 8.32 | 20,965 | -2.86 | ||||
| 2025-06-26 | NP | CVAR - 品种 ETF | 2,086 | 0.77 | 297 | -9.76 | ||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 11,303 | 19.96 | 1,357 | -2.16 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 15,234 | 15.91 | 2 | 0.00 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 27 | 200.00 | 3 | 200.00 | ||||
| 2025-05-23 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 469 | 7.57 | 69 | -1.43 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 18,470 | 1.28 | 2,218 | -17.43 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 503,642 | 4,141.55 | 60,472 | 3,359.50 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 144,500 | 63.09 | 17,350 | 32.99 | |||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 743 | 3.63 | 98 | -13.39 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 748,318 | 24.98 | 89,244 | 1.22 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 65,600 | 79.23 | 7,816 | 45.99 | |||
| 2025-07-22 | 13F | 旧国家银行/in/ | 7,093 | 0.21 | 852 | -18.33 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 484,352 | 16.34 | 57,827 | -5.91 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 43,300 | 5,199 | |||||
| 2025-05-29 | NP | KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund A 类股票 | 5,053 | -33,786.67 | 719 | |||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 2,357,872 | 250.21 | 283,110 | 185.56 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 18,200 | 810.00 | 2,185 | 643.20 | |||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 1,249,127 | 218.45 | 149,983 | 159.67 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 8,642 | 10.47 | 1,371 | 32.85 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 855,167 | 106.83 | 102,680 | 68.65 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 75,024 | 2.41 | 9,008 | -16.49 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 1,959 | 1,680.91 | 235 | 1,282.35 | ||||
| 2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 372 | 3,620.00 | 45 | 4,300.00 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 45,464 | 5.05 | 5,459 | -14.34 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 8,309 | 37.45 | 998 | 12.02 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | Call | 4,000 | 13 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 8,541 | 1,018 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 83,000 | 26.52 | 9,889 | 3.05 | |||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 1,584 | 5.46 | 225 | -5.46 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 495 | 0 |
