机构和基金投资人持股 - 买家
在相干公司中开设新头寸的主要持有者包括 Broad Peak 投资顾问私人有限公司, 香农河基金管理有限责任公司, 威廉·布莱尔投资管理有限公司, Bwcp,LP, 费希尔资产管理有限责任公司, Polymer资本管理(美国)有限责任公司, NBSSX - Neuberger Berman 焦点基金投资者类别, VNVAX - Vaughan Nelson 价值机会基金 A 类, 科学技术合作伙伴有限合伙公司, Candriam 卢森堡 SCA, 皮克顿马奥尼资产管理公司, 华联资产管理有限公司, 耆那全球有限公司, 安达资本管理香港有限公司, 德国商业银行, SHGTX - 哥伦比亚塞利格曼全球科技基金 A 类, 迪克管理有限公司, Guardian 可变产品信托 - Guardian Small Cap Core VIP 基金, 榆树合伙人管理有限责任公司, 和 WBCIX - William Blair 中小盘核心基金 I 类 .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | 西北互助财富管理公司 | 24,315 | 54.98 | 2,169 | 113.06 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 5,074 | 1,396.76 | 453 | 1,954.55 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 674 | 10.67 | 43 | -21.82 | ||||
2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 633,690 | 90.56 | 56,531 | 161.78 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 14,449 | 89.05 | 1 | |||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 218 | 19 | ||||||
2025-08-14 | 13F | 联信银行 | 275,119 | 168.07 | 24,543 | 268.29 | ||||
2025-07-18 | 13F | 信托金融公司 | 203,711 | 3.11 | 18,173 | 41.66 | ||||
2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 3,811 | 0.24 | 340 | 37.80 | ||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 938 | 84 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7,782 | 56.61 | 695 | 113.19 | ||||
2025-05-28 | NP | 贝莱德科技信托 II 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 | 307,189 | 0.88 | 19,949 | -30.85 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 716 | 70.48 | 64 | 133.33 | ||||
2025-05-29 | NP | GATEX - Gateway 基金 A 类股票 | 18,443 | 25.16 | 1,198 | -14.19 | ||||
2025-07-14 | 13F | 芝加哥信托公司 | 4,243 | 379 | ||||||
2025-06-23 | NP | MDPIX - 中型深度投资者类别 | 569 | 23.97 | 37 | -12.20 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 5,624 | 53.03 | 1 | |||||
2025-08-14 | 13F | 图标财富顾问有限责任公司 | 1,185 | 106 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 | 26,134 | 6.35 | 1,681 | -24.43 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 75,299 | 7.08 | 6,717 | 47.11 | ||||
2025-08-07 | 13F | 未来基金有限责任公司 | 11,925 | 1,064 | ||||||
2025-07-23 | 13F | 马里兰州退休金系统 | 7,456 | 27.93 | 665 | 75.93 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 17,341 | 11.26 | 1,115 | -20.92 | ||||
2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 748,363 | 23.19 | 66,761 | 69.23 | ||||
2025-08-29 | NP | VNVAX - Vaughan Nelson 价值机会基金 A 类 | 76,405 | 6,816 | ||||||
2025-08-26 | NP | DSMDX - Driehaus 中小型成长基金 | 7,509 | 96.78 | 670 | 170.85 | ||||
2025-07-28 | NP | NMANX - Neuberger Berman 中型成长基金投资者类别 | 238,334 | 95.47 | 18,025 | 96.63 | ||||
2025-08-13 | 13F | 纽约州共同退休基金 | 96,290 | 18.40 | 9 | 60.00 | ||||
2025-08-08 | 13F | 财富信托资产管理有限公司 | 10,551 | 941 | ||||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 13,181 | 37.03 | 1,176 | 88.30 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -203 | -18 | |||||
2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 1,070,038 | 2.60 | 95,458 | 40.95 | ||||
2025-06-26 | NP | SMDVX - 哈特福德施罗德美国中型股机会基金 A 级 | 144,535 | 13.32 | 9,296 | -19.45 | ||||
2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 67,944 | 1.08 | 4,370 | -28.15 | ||||
2025-06-26 | NP | PQCCX - PGIM QMA 中型核心股票基金 R6 级 | 695 | 12.10 | 45 | -21.43 | ||||
2025-07-29 | 13F | 奥特溪顾问有限责任公司 | 45,556 | 4,064 | ||||||
2025-07-22 | NP | GMVAX - 高盛中小盘价值基金 A 类 | 14,777 | 3.57 | 1,118 | 4.20 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 953 | 66.32 | 85 | 129.73 | ||||
2025-08-05 | 13F | 榆树合伙人管理有限责任公司 | 19,998 | 1,784 | ||||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 644 | 2.88 | 57 | 42.50 | ||||
2025-07-28 | NP | QVMM - Invesco S&P MidCap 400 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 | 21,476 | 11.29 | 1,624 | 11.92 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 2,484 | 6.88 | 222 | 47.33 | ||||
2025-07-29 | 13F | 阿恩霍德有限责任公司 | 353,545 | 3.72 | 31,540 | 42.48 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 2,700 | 241 | ||||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 110,799 | 23.23 | 9,884 | 69.30 | ||||
2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 14,083 | 1.50 | 906 | -27.89 | ||||
2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,300 | 8.99 | 2,703 | 49.75 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc(d/b/a Bay Colony Advisors) | 2,503 | 223 | ||||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 12,127 | 61.74 | 1,082 | 122.43 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 2,340 | 209 | ||||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 709,255 | 210.90 | 63,273 | 327.11 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 2,562 | 229 | ||||||
2025-08-12 | 13F | 恒线顾问公司 | 414,749 | 6.29 | 37,000 | 46.02 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 3 | 0 | ||||||
2025-08-13 | 13F | 香农河基金管理有限责任公司 | 445,440 | 39,738 | ||||||
2025-08-29 | NP | DHTAX - 钻石山全盘精选基金 A 类 | 239,192 | 38.76 | 21,338 | 90.62 | ||||
2025-08-04 | 13F | 联合银行 | 70,835 | 1.97 | 6 | 50.00 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,242,041 | 6.21 | 110,802 | 45.90 | ||||
2025-08-14 | 13F | 迪克管理有限公司 | 24,000 | 2,141 | ||||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 16,715 | 5.38 | 1,491 | 44.76 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 97,200 | 11.98 | 8,671 | 53.85 | |||
2025-07-14 | 13F | 公园大道证券有限公司 | 6,083 | 1 | ||||||
2025-08-12 | 13F | 德国商业银行 | 32,900 | 3 | ||||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 25,378 | 0.77 | 2,264 | 38.41 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 119,590 | 75.97 | 11 | 150.00 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 121 | 202.50 | 11 | 400.00 | ||||
2025-06-26 | 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 | 198,500 | 65.83 | 12,768 | 17.87 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,023 | 7.89 | 180 | 48.76 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 136 | 88.89 | 12 | 200.00 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 26,199 | 531.30 | 2,337 | 768.77 | ||||
2025-08-14 | 13F | 西特投资联营公司 | 40,385 | 27.30 | 4 | 50.00 | ||||
2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 6,096 | 544 | ||||||
2025-08-28 | NP | SPRX - Spear Alpha ETF | 29,762 | 212.49 | 2,655 | 329.61 | ||||
2025-08-27 | NP | FFOX - FundX 未来基金机会 ETF | 11,925 | 1,064 | ||||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 234,487 | 3.97 | 15,082 | -26.10 | ||||
2025-06-26 | NP | DFAT - 维度美国目标价值 ETF | 294,643 | 6.68 | 18,951 | -24.17 | ||||
2025-08-05 | 13F | 关键金融公司 | 35 | 3 | ||||||
2025-05-27 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 594 | 117.58 | 39 | 52.00 | ||||
2025-08-27 | NP | TSME - Thrivent 中小盘 ESG ETF | 69,188 | 79.44 | 6,172 | 146.58 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 5 | 0 | ||||||
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 | 4,030 | 4.00 | 259 | -26.00 | ||||
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 | 70,748 | 1.57 | 4,551 | -27.81 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 237,254 | 50.67 | 21 | 110.00 | ||||
2025-05-28 | NP | 贝莱德创新与增长信托 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 | 369,576 | 45.70 | 24,000 | -0.12 | ||||
2025-08-11 | 13F | 罗伊斯联合有限责任公司 | 309,279 | 21.21 | 27,591 | 66.52 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Call | 25,000 | 2 | |||||
2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 3,352 | 13.20 | 299 | 55.73 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 3 | 0 | ||||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 50,667 | 55.37 | 4,520 | 113.51 | ||||
2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 460 | 41 | ||||||
2025-05-16 | NP | 全国可变保险信托 - NVIT 多经理小盘成长基金 I 类 | 18,538 | 4.72 | 1,204 | -28.26 | ||||
2025-08-13 | 13F | 平衡财富集团有限公司 | 2,799 | 301 | ||||||
2025-06-26 | NP | DECO - SPDR银河数字资产生态系统ETF | 2,873 | 7.08 | 185 | -23.97 | ||||
2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 261 | 21.40 | 23 | 76.92 | ||||
2025-07-17 | 13F | 绿叶信托 | 2,543 | 227 | ||||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 3,542 | 8.95 | 316 | 49.29 | ||||
2025-08-12 | 13F | 阿彻投资公司 | 1,352 | 7.99 | 121 | 48.15 | ||||
2025-08-26 | NP | GSCYX - 机构小型股股票基金 | 11,728 | 23.21 | 1,046 | 69.26 | ||||
2025-06-27 | NP | FIRST EAGLE FUNDS - First Eagle 美国中型股机会基金 A 类 | 7,601 | 5.55 | 489 | -25.04 | ||||
2025-07-18 | 13F | 三部曲资本公司 | 3,000 | 268 | ||||||
2025-08-12 | 13F | 斯奈德资本管理公司 | 1,276,939 | 8.35 | 113,916 | 48.84 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 133,148 | 33.58 | 11,878 | 83.53 | ||||
2025-08-14 | 13F | 尤利西斯管理有限责任公司 | 3,000 | 268 | ||||||
2025-08-15 | 13F | 同心资本策略有限合伙人 | 50,277 | 4,485 | ||||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 120 | 11 | ||||||
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 | 6,412 | 58.32 | 485 | 59.21 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 10 | 233.33 | 1 | |||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 2,053 | 183 | ||||||
2025-08-01 | 13F | Envestnet资产管理公司 | 469,896 | 46.46 | 41,919 | 101.20 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 1,100 | 31.11 | 98 | 81.48 | ||||
2025-07-23 | 13F | 理查森资本管理有限责任公司 | 600 | 54 | ||||||
2025-08-26 | NP | BlackRock Advantage US Total Market Fund, Inc. - BlackRock Advantage US Total Market 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 | 22,777 | 381.85 | 2,032 | 563.73 | ||||
2025-07-25 | NP | SCHM - 嘉信美国中型 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 | 411,055 | 2.94 | 31,088 | 3.54 | ||||
2025-08-13 | 13F | 伯比斯资本管理有限公司 | 4,250 | 2.41 | 379 | 40.89 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 37,406 | 0.81 | 3,337 | 38.48 | ||||
2025-06-25 | NP | SPRAX - Pgim Qma 中盘价值基金 A 类 | 9,200 | 12.20 | 592 | -20.35 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 0 | 0 | ||||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 22,103 | 23.40 | 2,009 | 72.74 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 528,327 | 40.89 | 47,132 | 93.55 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 48,663 | 2.65 | 4,341 | 41.03 | ||||
2025-08-13 | 13F | 克莱雷资产管理公司 | 2,749 | 0 | ||||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 105 | 25.00 | 9 | 80.00 | ||||
2025-08-11 | 13F | 科维斯特有限公司 | 1,043 | 42.29 | 0 | |||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 59,806 | 110.46 | 5,335 | 189.16 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 2,787,084 | 30.67 | 248,611 | 79.48 | ||||
2025-08-15 | 13F | 公平控股公司 | 2,929 | 261 | ||||||
2025-08-14 | 13F | 隆奥资产管理(美国)公司 | 20,136 | 17.67 | 1,796 | 61.66 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 18,007 | 27.47 | 1,606 | 75.14 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 10,863 | 102.67 | 969 | 178.45 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -21,448 | -45.56 | -1,913 | -25.22 | |||
2025-08-08 | 13F | 斯凯兰兹资本有限责任公司 | 144,950 | 2.37 | 12,931 | 40.62 | ||||
2025-08-28 | NP | DODWX - 道奇考克斯全球股票基金 | 519,419 | 80.22 | 46,337 | 147.58 | ||||
2025-08-06 | 13F | 黑斯威夫特集团有限责任公司 | 9,500 | 847 | ||||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 21 | 133.33 | 2 | |||||
2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 974 | 47.13 | 63 | 5.08 | ||||
2025-08-14 | 13F | 鲸岩资本管理有限公司 | 1,008,185 | 126.85 | 89,940 | 211.63 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 3,460 | 12.59 | 309 | 54.77 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 50,401 | 2.76 | 4,496 | 41.16 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 290,821 | 27.31 | 25,944 | 72.79 | ||||
2025-08-08 | 13F | 安达资本管理香港有限公司 | 44,000 | 3,925 | ||||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 39,938 | 7.82 | 3,563 | 48.11 | ||||
2025-07-17 | 13F | 西德卢瑟福有限公司 | 90 | 8 | ||||||
2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 287,663 | 1.08 | 21,756 | 1.67 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 7,651 | 49.17 | 683 | 104.80 | ||||
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 | 20,778 | 17.02 | 1,336 | -16.81 | ||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 中盘核心投资组合初始类别 | 138,270 | 20.87 | 12,335 | 66.06 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 142,401 | 9,159 | ||||||
2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL 美国中小型股动态 ETF | 725 | 55 | ||||||
2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | Short | -43,101 | 69.10 | -2,772 | 20.21 | |||
2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 5,877 | 14.09 | 378 | -18.88 | ||||
2025-08-14 | 13F | 范登伯格管理公司 | 153,593 | 1.33 | 13,702 | 39.21 | ||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 14,663 | 58.07 | 1,308 | 117.28 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 8,245 | 10.95 | 779 | 61.08 | ||||
2025-08-14 | 13F | 离子资本管理有限公司 | 18,307 | 30.76 | 1,633 | 79.65 | ||||
2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 164 | 17.14 | 11 | -16.67 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 2,318 | 207 | ||||||
2025-06-27 | NP | DASVX - Dunham 小盘价值基金 A 类 | 6,449 | 415 | ||||||
2025-07-31 | 13F | 三井住友信托控股公司 | 7,671 | 12.20 | 684 | 54.40 | ||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 26,669 | 2,379 | ||||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 34,766 | 10.19 | 3,101 | 51.42 | ||||
2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 527,641 | 14,577.08 | 47,071 | 20,101.72 | ||||
2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 70,223 | 2.15 | 6,265 | 40.32 | ||||
2025-08-12 | 13F | 美国世纪公司 | 2,515 | 224 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 4,722 | 12.16 | 421 | 54.21 | ||||
2025-06-25 | NP | MSSCX - AMG Frontier 小盘成长基金 I 类 | 2,957 | 2,799.02 | 190 | 2,011.11 | ||||
2025-08-01 | 13F | 华侨银行 | 74,293 | 55.86 | 6,628 | 114.12 | ||||
2025-07-23 | 13F | 拉伊布鲁克资本有限责任公司 | 9,100 | 1 | ||||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 30,083 | 32.05 | 3 | 100.00 | ||||
2025-07-30 | NP | BFOR - 巴伦 400 ETF | 5,426 | 410 | ||||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -331 | -8.31 | -30 | 26.09 | |||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 34,197 | 38.83 | 3,051 | 90.74 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 7 | 250.00 | 1 | |||||
2025-07-21 | 13F | 克伦威尔控股有限公司 | 22 | 120.00 | 2 | |||||
2025-08-07 | 13F | 88 号码头投资伙伴有限公司 | 11,000 | 12.02 | 981 | 54.00 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 96 | 11 | ||||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 中盘指数基金 I 类 | 64,904 | 2.08 | 5,790 | 40.26 | ||||
2025-08-28 | NP | RSDGX - Victory RS精选成长基金A类 | 13,910 | 37.72 | 1,241 | 89.31 | ||||
2025-08-13 | 13F | 挪威银行 | 2,200,651 | 196,320 | ||||||
2025-07-29 | NP | SMIPX - 中等资本投资组合 - I 类 | 2,620 | 198 | ||||||
2025-08-08 | 13F | 赫德克财富有限责任公司 | 63,526 | 2.37 | 5,667 | 40.62 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 43,700 | 0.69 | 3,898 | 38.33 | ||||
2025-05-29 | NP | USVM - VictoryShares USAA MSCI 美国小盘股价值动量 ETF | 23,039 | 255.65 | 1,496 | 144.05 | ||||
2025-08-28 | NP | RPNIX - Riverpark/Next Century Growth Fund 机构类别股票 | 1,640 | 1.49 | 146 | 40.38 | ||||
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 | 22,913 | 2.46 | 2,044 | 40.77 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 28,724 | 5.97 | 1,848 | -24.67 | ||||
2025-07-15 | 13F | 席茨·史密斯财富管理 | 25,439 | 0.85 | 2,269 | 38.52 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 71,663 | 25.60 | 6 | 100.00 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -5,335 | -18.66 | -476 | 11.76 | |||
2025-08-06 | 13F | 福卡斯金融公司 | 57,505 | 24.83 | 5,130 | 71.51 | ||||
2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 7,222 | 89.16 | 644 | 160.73 | ||||
2025-07-22 | 13F | Gsa资本合伙公司 | 4,014 | 0 | ||||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 20,171 | 0.36 | 1,297 | -28.66 | ||||
2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 11,424 | 1,019 | ||||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 67,072 | 9.03 | 5,073 | 9.66 | ||||
2025-03-25 | NP | CTSIX - Calamos Timpani 小盘成长基金 I 类 | 49,350 | 46.50 | 4,466 | 43.43 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 58,367 | 29.10 | 5,207 | 77.38 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 2,991 | 267 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 12,627 | 11.69 | 1,126 | 53.41 | ||||
2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 4,095 | 28.25 | 365 | 76.33 | ||||
2025-07-22 | 13F | 团队金融集团有限责任公司 | 207 | 18 | ||||||
2025-08-12 | 13F | 白松资本有限公司 | 4,024 | 27.99 | 359 | 75.49 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 9 | 200.00 | 1 | |||||
2025-07-15 | 13F | 第五第三银行 | 1,781 | 13.80 | 159 | 56.44 | ||||
2025-06-30 | NP | VMGRX - 先锋中型成长基金投资者股票 | 293,190 | 9.45 | 18,858 | -22.20 | ||||
2025-08-12 | 13F | 动态技术实验室私人有限公司 | 4,610 | 411 | ||||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 3,206 | 286 | ||||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 73,677 | 6,805.06 | 7 | |||||
2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 341,100 | 10.72 | 30,430 | 52.11 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 4,547 | 7.19 | 406 | 47.27 | ||||
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 | 3,445 | 5.19 | 307 | 44.81 | ||||
2025-08-21 | NP | LUSIX - Lazard 美国系统性小型股股票投资组合机构股 | 2,773 | 89.15 | 247 | 160.00 | ||||
2025-07-30 | 13F | 中美财富咨询集团有限公司 | 11 | 1 | ||||||
2025-08-14 | 13F | Xponance公司 | 17,664 | 4.83 | 1,576 | 43.97 | ||||
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 | 2,202 | 25.18 | 167 | 25.76 | ||||
2025-07-28 | NP | RWK - Invesco S&P MidCap 400 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 | 25,913 | 29.14 | 1,960 | 29.91 | ||||
2025-08-28 | NP | SSMHX - 道富中小盘股指数投资组合 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 | 48,814 | 6.55 | 4,355 | 46.35 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 682 | 94.86 | 61 | 172.73 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 31 | 34.78 | 0 | |||||
2025-08-07 | 13F | 米德咨询服务公司 | 2,756 | 246 | ||||||
2025-08-14 | 13F | Bamco Inc /纽约/ | 9,202 | 821 | ||||||
2025-03-26 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | PointState资本有限公司 | 693,231 | 6.57 | 61,843 | 46.40 | ||||
2025-06-23 | NP | PJARX - 小盘价值基金 II R-3 | 113,660 | 392.03 | 7,311 | 354.32 | ||||
2025-08-13 | 13F | 系统财务管理有限公司 | 253,384 | 1.12 | 22,604 | 38.90 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -3,100 | 520.00 | -234 | 532.43 | |||
2025-08-14 | 13F | Point72 意大利有限公司 | 12,100 | 1,079 | ||||||
2025-03-25 | NP | 路博迈下一代连接基金公司 | 91,002 | 8,235 | ||||||
2025-05-29 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 11,143 | 239.00 | 724 | 132.48 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian Small Cap Core VIP 基金 | 21,502 | 1,918 | ||||||
2025-08-14 | 13F | Point72香港有限公司 | 484,495 | 43,222 | ||||||
2025-08-15 | 13F | 易方达基金管理有限公司 | 7,000 | 624 | ||||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 15,044 | 15.99 | 1 | |||||
2025-08-27 | NP | VHGEX - 先锋全球股票基金投资者股票 | 335,431 | 58.99 | 29,924 | 118.42 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 9 | 125.00 | 1 | |||||
2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 目标价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,674 | 524.07 | 1,394 | 343.95 | ||||
2025-07-30 | 13F | 蓝筹财富顾问有限责任公司 | 3,300 | 294 | ||||||
2025-08-14 | 13F | 犹他州退休系统 | 8,109 | 20.01 | 723 | 65.07 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 1,158 | 33.10 | 103 | 83.93 | ||||
2025-06-26 | NP | USSCX - 科技基金份额 | 147,243 | 39.48 | 9,471 | -0.86 | ||||
2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 2,400 | 41.18 | 214 | 32.92 | ||||
2025-08-14 | 13F | 前沿资本管理有限公司 | 729,134 | 142.47 | 65,046 | 233.11 | ||||
2025-03-27 | NP | PTMC - Pacer Trendpilot 美国中盘 ETF | 22,887 | 16.05 | 2,071 | 50.73 | ||||
2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 2,180 | 2.11 | 194 | 40.58 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 156,880 | 0.85 | 13,995 | 38.54 | ||||
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 | 3,425 | 7.27 | 306 | 47.34 | ||||
2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 10,608 | 64.82 | 946 | 126.86 | ||||
2025-08-13 | 13F | 布兰特点投资管理有限公司 | 73,000 | 146.36 | 6,512 | 238.46 | ||||
2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 145,512 | 18.64 | 12,981 | 63.00 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 5,468 | 0.83 | 488 | 38.35 | ||||
2025-08-05 | 13F | 埃莱瓦资本有限公司 | 13,242 | 1,181 | ||||||
2025-08-15 | NP | RYDVX - Royce 股息价值基金服务等级 | 13,755 | 42.42 | 1,227 | 95.69 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 7,288 | 47.68 | 650 | 103.13 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级 | 14,332 | 2.33 | 1,279 | 40.59 | ||||
2025-08-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 股票和收益基金系列 I | 111,381 | 0.64 | 9,936 | 38.25 | ||||
2025-08-01 | 13F | 孟德尔资金管理 | 2,775 | 248 | ||||||
2025-08-14 | 13F | 瑞银集团 | 1,451,419 | 6.24 | 129,481 | 45.94 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 5,875 | 524 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 | 91,107 | 1.15 | 8,128 | 38.95 | ||||
2025-08-12 | 13F | MAI资本管理 | 145 | 705.56 | 13 | 1,100.00 | ||||
2025-06-26 | 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 | 273,312 | 63.63 | 17,579 | 16.31 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 3 | 0 | ||||||
2025-08-28 | NP | SMMD - iShares Russell 2500 ETF | 35,643 | 29.40 | 3,180 | 77.80 | ||||
2025-06-26 | 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 | 1,182,973 | 66.50 | 76,089 | 18.35 | ||||
2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 222,228 | 8.97 | 16,807 | 9.61 | ||||
2025-07-24 | 13F | 美国合众银行\de\ | 25,778 | 42.33 | 2,300 | 95.49 | ||||
2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 105 | 19.32 | 7 | -14.29 | ||||
2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 14,118 | 44.06 | 1,259 | 97.96 | ||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 622,793 | 0.99 | 55,559 | 38.73 | ||||
2025-08-14 | 13F | 索拉投资者有限公司 | 253,059 | 39.53 | 22,575 | 91.69 | ||||
2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 52,020 | 5 | ||||||
2025-08-18 | 13F/A | 野村控股公司 | 6,069 | 541 | ||||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 214,400 | 50.35 | 19,127 | 106.54 | |||
2025-08-14 | 13F | Polymer资本管理(美国)有限责任公司 | Put | 250,000 | 22,302 | |||||
2025-06-30 | NP | SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF | 3,540 | 228 | ||||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 4,984,266 | 1.97 | 444,646 | 40.08 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 295,700 | 109.42 | 26,379 | 187.70 | |||
2025-08-13 | 13F | 罗素投资集团有限公司 | 79,175 | 77.71 | 7,063 | 144.14 | ||||
2025-07-21 | 13F | 部门财富管理有限责任公司 | 2,370 | 211 | ||||||
2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 中型成长型投资组合 I 类 | 70,716 | 35.73 | 6,309 | 86.46 | ||||
2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 108,061 | 156.23 | 8,173 | 157.71 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州 SMID 资本核心基金服务类别 | 95,148 | 2.06 | 8,488 | 40.23 | ||||
2025-07-28 | 13F | 港口投资公司 | 2,541 | 224.52 | 227 | 352.00 | ||||
2025-08-06 | 13F | 北美 Cetera 信托公司 | 5,260 | 6.05 | 469 | 45.65 | ||||
2025-08-14 | 13F | Polymer资本管理(美国)有限责任公司 | 9,310 | 831 | ||||||
2025-08-14 | 13F | 坎托·菲茨杰拉德,LP | 6,889 | 615 | ||||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 16,102 | 93.44 | 1,436 | 165.93 | ||||
2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 42,434 | 599.54 | 3,786 | 863.10 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 56 | 93.10 | 5 | 300.00 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 145,686 | 6.58 | 12,996 | 46.42 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - Seligman 全球科技基金 1 级 | 6,982 | 149.36 | 623 | 243.65 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 44 | 4 | ||||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 3,499 | 312 | ||||||
2025-05-15 | 13F | 乐天投资管理公司 | 13,087 | 25.16 | 860 | -8.41 | ||||
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 | 24,865 | 76.29 | 2,218 | 142.40 | ||||
2025-06-26 | NP | FSHGX - 富达 SAI 高收入基金 | 22,600 | 8.13 | 1,454 | -23.16 | ||||
2025-08-20 | NP | WBCIX - William Blair 中小盘核心基金 I 类 | 19,830 | 1,769 | ||||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 1,060 | 33.84 | 95 | 84.31 | ||||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 6 | 1 | ||||||
2025-08-26 | NP | Profunds - Profunds 中型成长股副总裁 | 1,420 | 9.15 | 127 | 50.00 | ||||
2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,010 | 305.82 | 708 | 188.98 | ||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 3,042 | 9.94 | 196 | -22.00 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 291,677 | 23.35 | 26,020 | 69.45 | ||||
2025-07-30 | NP | ALPS ETF 信托 - ALPS 电气化基础设施 ETF | 4,524 | 342 | ||||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 220 | 18.28 | 14 | -12.50 | ||||
2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 124 | 5.08 | 8 | -30.00 | ||||
2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 200 | 4.71 | 13 | -29.41 | ||||
2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 7,600 | 123.53 | 678 | 207.73 | ||||
2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 230 | 8.49 | 15 | -26.32 | ||||
2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 78,415 | 6,995 | ||||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | 679,853 | 9.31 | 60,677 | 50.40 | ||||
2025-08-26 | NP | IUAAX - VY(R) Invesco 股票和收益投资组合类别 ADV | 38,231 | 1.19 | 3,411 | 39.01 | ||||
2025-06-26 | NP | AAICX - Alger 人工智能推动者与采用者基金 C 类 | 277 | 18 | ||||||
2025-08-11 | 13F | Talos 资产管理有限公司 | 319,761 | 28,526 | ||||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 7,155 | 638 | ||||||
2025-07-31 | 13F | 华联资产管理有限公司 | 50,000 | 4,460 | ||||||
2025-08-08 | 13F | 哈特兰有限公司 | 2,835 | 3,837.50 | 253 | 6,200.00 | ||||
2025-07-18 | 13F | 极限竞速财富管理有限责任公司 | 2,461 | 220 | ||||||
2025-08-14 | 13F | 采石场LP | 594 | 598.82 | 53 | 940.00 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 5,438 | 10.75 | 485 | 52.52 | ||||
2025-08-12 | 13F | Skba资本管理有限公司 | 7,118 | 36.94 | 635 | 88.13 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 2,138 | 3,293.65 | 162 | 3,925.00 | ||||
2025-08-14 | 13F | 富国银行/百万 | 356,407 | 0.78 | 31,795 | 38.45 | ||||
2025-08-04 | 13F | 资产标记公司 | 99 | 110.64 | 9 | 166.67 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 17 | 2 | ||||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 2,035 | 330.23 | 182 | 503.33 | ||||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 9,708 | 1.65 | 866 | 39.68 | ||||
2025-07-31 | 13F | 奥本海默公司 | 9,812 | 19.43 | 875 | 64.17 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 63,503 | 36.43 | 5,665 | 87.46 | ||||
2025-08-14 | 13F | 城堡胡克合伙公司 | 7,839 | 699 | ||||||
2025-08-28 | NP | ROKT - SPDR S&P Kensho Final Frontiers 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 | 6,368 | 26.22 | 568 | 73.70 | ||||
2025-08-29 | NP | STXM-Strive 中型股 ETF | 759 | 6.15 | 68 | 45.65 | ||||
2025-08-13 | 13F | 法国外贸银行 | 301,954 | 26,937 | ||||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 2,807 | 27.65 | 181 | -9.09 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 417,500 | 108.96 | 37,245 | 187.05 | |||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 10 | 100.00 | 1 | |||||
2025-08-14 | 13F | 大和证券集团公司 | 300 | 50.00 | 0 | |||||
2025-08-07 | 13F | 利桑蒂资本成长有限责任公司 | 32,650 | 2,913 | ||||||
2025-06-25 | NP | SHGTX - 哥伦比亚塞利格曼全球科技基金 A 类 | 31,672 | 2,037 | ||||||
2025-08-14 | 13F | 道富银行 | 4,690,832 | 3.18 | 418,469 | 41.74 | ||||
2025-07-29 | NP | WPGTX - WPG 合作伙伴小/微型价值基金机构 | 3,731 | 282 | ||||||
2025-08-14 | 13F | Oxbow资本管理(香港)有限公司 | 690,000 | 61,555 | ||||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 122,266 | 1.92 | 10,907 | 40.01 | ||||
2025-07-30 | 13F | Securian 资产管理公司 | 11,837 | 1.24 | 1,056 | 39.00 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 449 | 9.25 | 29 | -23.68 | ||||
2025-08-13 | 13F | Pinpoint Asset Management(新加坡)私人有限公司 | 9,428 | 841 | ||||||
2025-03-31 | NP | CHAT - Roundhill 生成型人工智能与技术 ETF | 30,916 | 18.68 | 2,798 | 16.15 | ||||
2025-07-28 | NP | SOXQ - Invesco PHLX 半导体 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,980 | 12.84 | 5,293 | 13.49 | ||||
2025-05-23 | NP | APHMX - Artisan 中型基金机构股票 | 467,253 | 14.43 | 30,343 | -21.56 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 75,961 | 3.23 | 6,776 | 41.79 | ||||
2025-08-14 | 13F | Point72 亚洲(新加坡)私人有限公司有限公司 | 45,079 | 632.16 | 4,022 | 907.77 | ||||
2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 3,725 | 332 | ||||||
2025-07-22 | 13F | 汇合财富服务公司 | 10,256 | 2.13 | 915 | 53.61 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -183 | -16 | |||||
2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -17,034 | -18.22 | -1,520 | 12.35 | |||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 648 | 188.00 | 58 | 307.14 | ||||
2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 5,639 | 1 | ||||||
2025-07-28 | NP | NBSSX - Neuberger Berman 焦点基金投资者类别 | 92,039 | 6,961 | ||||||
2025-08-14 | 13F | 科学技术合作伙伴有限合伙公司 | 63,125 | 5,631 | ||||||
2025-07-28 | 13F | 布林莫尔信托公司 | 24 | 140.00 | 2 | |||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian Select 中盘核心 VIP 基金 | 16,335 | 207.05 | 1,457 | 322.32 | ||||
2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 225,220 | 16.26 | 20,092 | 59.71 | ||||
2025-08-14 | 13F | 莱加托资本管理有限公司 | 6,190 | 552 | ||||||
2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 236,457 | 1,372.61 | 21 | 2,000.00 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 7 | 1 | ||||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 296,800 | 64.06 | 22,447 | 65.02 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 4,484 | 6.97 | 400 | 47.06 | ||||
2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 46,422 | 50.54 | 2,986 | 6.99 | ||||
2025-07-29 | 13F | 私人信托公司 | 83 | 107.50 | 7 | 250.00 | ||||
2025-07-17 | 13F | 一财富顾问有限责任公司 | 2,279 | 203 | ||||||
2025-07-29 | 13F | 西塔集团有限责任公司 | 2,500 | 223 | ||||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 45,226 | 1.94 | 4,035 | 40.02 | ||||
2025-07-30 | 13F | 达戴维森公司 | 11,621 | 12.03 | 1,037 | 53.94 | ||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 254,769 | 22,728 | ||||||
2025-08-14 | 13F | 下世纪成长投资者有限公司 | 98,285 | 24.06 | 8,768 | 70.45 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 187 | 4.47 | 16 | 45.45 | ||||
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 | 11,638 | 2.75 | 880 | 3.41 | ||||
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 | 441,090 | 49.63 | 33,360 | 50.50 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 112,124 | 0.80 | 10 | 42.86 | ||||
2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 118 | 8 | ||||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage 美国总市场 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,570 | 343.73 | 675 | 513.64 | ||||
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 | 154,138 | 2.79 | 11,657 | 3.40 | ||||
2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 157 | 48.11 | 14 | 133.33 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 69,592 | 4.35 | 6,208 | 43.37 | ||||
2025-08-14 | 13F | IHT 财富管理有限责任公司 | 8,795 | 1.79 | 785 | 39.75 | ||||
2025-08-29 | NP | NEFJX - Vaughan Nelson 小盘价值基金 A 类 | 331,405 | 196.23 | 29,565 | 306.94 | ||||
2025-08-15 | NP | ROFCX - 罗伊斯机会基金顾问班 | 84,104 | 55.83 | 7,503 | 114.10 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 12,217 | 8.58 | 1,090 | 49.18 | ||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 2 | 0 | ||||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 53,488 | 234.82 | 4,772 | 360.08 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 31,769 | 1.32 | 2,834 | 39.19 | ||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 3,400 | 297 | ||||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 2,570 | 4.26 | 229 | 43.13 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 112,506 | 24.81 | 10,037 | 71.47 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 200 | 15.61 | 13 | -20.00 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 2,550 | 74.90 | 164 | 25.19 | ||||
2025-08-19 | NP | Securian Funds Trust - SFT Index 400 中型基金 1 级 | 11,837 | 1.24 | 1,056 | 39.00 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 45,100 | 6.87 | 4,023 | 46.82 | |||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | -483 | 45.05 | ||||||
2025-08-28 | NP | ALAI - Alger 人工智能推动者和采用者 ETF | 4,375 | 143.87 | 390 | 236.21 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 112,332 | 41,659.11 | 10,021 | 58,847.06 | ||||
2025-08-14 | 13F | 克劳福德基金管理有限责任公司 | Put | 22,400 | 9.80 | 1,998 | 50.91 | |||
2025-07-24 | 13F | 布莱尔·威廉公司 | 4,774 | 0.51 | 426 | 37.99 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 2,996 | 1.35 | 267 | 39.79 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 55 | 5 | ||||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 33,254 | 13.97 | 2,967 | 56.60 | ||||
2025-06-26 | NP | MCGAX - Transamerica 中型成长 A | 34,871 | 10.47 | 2,243 | -21.50 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 312 | 108.00 | 28 | 92.86 | ||||
2025-08-14 | 13F | 赫罗德顾问公司 | 2,858 | 255 | ||||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 154 | 6.21 | 14 | 44.44 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 40,594 | 16.77 | 3,621 | 60.43 | ||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 217,963 | 26.79 | 19,444 | 74.18 | ||||
2025-06-27 | NP | AVFIX - 美国灯塔小型价值基金机构类别 | 453,809 | 14.15 | 29,189 | -18.86 | ||||
2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 11,437 | 160.41 | 1,020 | 257.89 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 571 | 2.15 | 51 | 38.89 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 2,332,187 | 147.30 | 208,055 | 239.72 | ||||
2025-08-14 | 13F | 沃特斯帕克森有限公司 | 461,321 | 3.98 | 41,154 | 42.85 | ||||
2025-08-27 | NP | CWSGX - Carillon Chartwell 小型股成长基金类别 Chartwell | 10,991 | 62.16 | 981 | 122.73 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 8,367 | 746 | ||||||
2025-06-18 | NP | REUYX - Y 类可持续股票基金 | Short | -1,428 | -92 | |||||
2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 10,730 | 18.26 | 957 | 62.48 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 1,585 | 442.81 | 141 | 683.33 | ||||
2025-06-26 | NP | FSMVX - 富达中型价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 118,700 | 107.88 | 7,635 | 47.77 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 27,443 | 0.09 | 2,448 | 37.53 | ||||
2025-07-15 | 13F | StoneCrest 财富管理公司 | 8,459 | 23.02 | 755 | 69.06 | ||||
2025-07-24 | NP | FMCDX - 富达顾问选股中盘基金 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 | 198,500 | 194.95 | 15,013 | 196.68 | ||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 2,210 | 29.24 | 197 | 77.48 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | 83,031 | 138.89 | 7,407 | 228.18 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 290,500 | 8.60 | 25,916 | 49.19 | |||
2025-08-25 | NP | SSCDX - Sit 小盘股股息增长基金 - I 类 | 4,475 | 12.58 | 399 | 54.65 | ||||
2025-08-12 | 13F | Tableaux 有限责任公司 | 1,518 | 205 | ||||||
2025-08-08 | 13F | 创意策划 | 118,418 | 703.87 | 10,564 | 1,005.02 | ||||
2025-08-22 | NP | WUSAX - 万格美国 | 50,158 | 27.79 | 4,475 | 75.59 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 11,065,890 | 9.39 | 987,188 | 50.27 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 8,846 | 205.35 | 789 | 319.68 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares 科技机会主动型 ETF | 2,994 | 24.44 | 193 | -11.52 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 14,198 | 1,238 | ||||||
2025-07-10 | 13F | 韦蒙特私人资本 | 3,583 | 327 | ||||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 5,218 | 47.07 | 465 | 102.17 | ||||
2025-08-14 | 13F | Optiver控股有限公司 | 343 | 2.08 | 31 | 42.86 | ||||
2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 2,403,791 | 0.82 | 214,442 | 38.49 | ||||
2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 419,164 | 37,394 | ||||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 34 | 4 | ||||||
2025-07-24 | NP | FSKGX - 富达增长策略 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 | 88,400 | 8.73 | 6,686 | 9.38 | ||||
2025-07-30 | 13F | 道德公司 | 7,178 | 13.65 | 626 | 55.72 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 175,339 | 5.55 | 16 | 50.00 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 165,577 | 28.32 | 14,771 | 76.29 | ||||
2025-08-13 | 13F | 河公园顾问有限责任公司 | 1,640 | 1.49 | 146 | 40.38 | ||||
2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 9,100 | 688 | ||||||
2025-08-14 | 13F | 极地资本控股有限公司 | 2,054,194 | 2.81 | 183,255 | 41.24 | ||||
2025-06-23 | NP | MGPIX - 中型成长型深度基金投资者类别 | 549 | 47.58 | 35 | 6.06 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 3,696 | 330 | ||||||
2025-08-14 | 13F | Bwcp,LP | 264,720 | 23,616 | ||||||
2025-08-01 | 13F | 莫特科 | 300 | 32 | ||||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 18,840 | 1,681 | ||||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 9,890 | 882 | ||||||
2025-07-24 | NP | FGKFX - 富达成长公司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 | 458,112 | 22.18 | 34,647 | 22.90 | ||||
2025-07-29 | 13F | 积极财富管理 | 7 | 1 | ||||||
2025-08-07 | 13F | 弗里蒙特管理公司 | 89,900 | 34.98 | 8,020 | 85.41 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 3,581 | 319 | ||||||
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 | 78,974 | 2.57 | 7,045 | 40.90 | ||||
2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 871,223 | 53.09 | 77,722 | 110.31 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 113,862 | 7.21 | 10,158 | 47.29 | ||||
2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 5,135 | 481 | ||||||
2025-08-27 | NP | BTEUX - 巴伦科技基金 R6 股票 | 8,578 | 765 | ||||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 7,730 | 12.40 | 690 | 54.48 | ||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 10,238 | 914 | ||||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 905,800 | 60.43 | 80,806 | 120.39 | |||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 2,454 | 219 | ||||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,099,300 | 49.56 | 98,069 | 105.46 | |||
2025-08-14 | 13F | 桥前资本有限责任公司 | 10,328 | 921 | ||||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | 19,703 | 10.44 | 1,758 | 51.73 | ||||
2025-08-22 | NP | 可变保险产品基金 II - 扩展市场指数投资组合初始类别 | 8,171 | 7.19 | 729 | 47.07 | ||||
2025-07-28 | NP | NBMIX - Neuberger Berman 小盘成长基金投资者类别 | 54,958 | 21.81 | 4,156 | 22.52 | ||||
2025-08-15 | 13F | 发送者公司及合作伙伴公司 | 36,707 | 50.90 | 3,275 | 107.35 | ||||
2025-08-19 | NP | RIFBX - 美国小型股票基金 | Short | -1,945 | 16.47 | -174 | 60.19 | |||
2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 1,237 | 4.12 | 110 | 42.86 | ||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 12 | 140.00 | 1 | |||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 646 | 49.19 | 58 | 103.57 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 333,005 | 0.37 | 29,707 | 37.88 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 125,572 | 40.16 | 11,202 | 92.57 | ||||
2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 3,129 | 279 | ||||||
2025-08-12 | 13F | 西北互助投资管理公司 | 34,706 | 0.73 | 3,096 | 38.40 | ||||
2025-05-30 | NP | MML 系列投资基金 - MML 中型成长基金初始级 | 20,124 | 26.08 | 1,307 | -13.57 | ||||
2025-08-12 | 13F | XTX Topco有限公司 | 26,901 | 25.28 | 2,400 | 72.09 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 418 | 37 | ||||||
2025-03-25 | NP | CTOGX - Calamos Timpani SMID 成长基金 R6 级 | 4,276 | 34.34 | 387 | 31.29 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 3,500 | 133.33 | 312 | 221.65 | ||||
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 | 190,600 | 14,415 | ||||||
2025-08-06 | 13F | 第一地平线顾问公司 | 1,977 | 359.77 | 176 | 551.85 | ||||
2025-08-26 | NP | SATOX - 税务意识覆盖 A 类投资组合 1 级 | 3,902 | 0.98 | 348 | 39.20 | ||||
2025-05-23 | NP | APFDX - Artisan 全球发现基金投资者股票 | 28,957 | 20.37 | 1,880 | -17.47 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 241,664 | 71.09 | 21,559 | 135.04 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | 4,037,016 | 16.21 | 360,142 | 59.64 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 14 | 100.00 | 1 | |||||
2025-07-08 | 13F | 科皮恩资产管理有限公司 | 71,413 | 8.03 | 6,371 | 48.42 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | 5,887 | 525 | ||||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -118 | -11 | |||||
2025-07-29 | NP | ACGIX - 景顺成长和收益基金 A 类 | 504,044 | 5.01 | 38,121 | 5.62 | ||||
2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 105,237 | 0.83 | 6,769 | -28.34 | ||||
2025-07-09 | 13F | 弗拉加索集团公司 | 23,434 | 0.33 | 2,091 | 37.86 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 600 | 3,650.00 | 54 | 5,200.00 | ||||
2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 10,202 | 39.66 | 772 | 35.50 | ||||
2025-08-14 | 13F | 耆那全球有限公司 | Put | 45,000 | 4,014 | |||||
2025-08-14 | 13F | 字幕管理有限责任公司 | 2,800 | 250 | ||||||
2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 20,000 | 1,784 | |||||
2025-06-26 | NP | FZIPX - 富达零扩展市场指数基金 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 | 46,171 | 2.27 | 2,970 | -27.32 | ||||
2025-05-12 | 13F | 桑迪泉银行 | 0 | 0 | ||||||
2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 3,087 | 215.97 | 275 | 554.76 | ||||
2025-08-26 | NP | PSGIX - 贝莱德优势小型股成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,166 | 193 | ||||||
2025-07-25 | NP | SLMCX - 哥伦比亚塞利格曼通信和信息基金 A 级 | 753,400 | 325.41 | 56,980 | 327.90 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 153,324 | 12.85 | 13,678 | 55.03 | ||||
2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 57,330 | 0.34 | 4,336 | 0.93 | ||||
2025-03-21 | NP | PCSGX - PACE 中小型共同成长股权投资 P 类 | 6,166 | 18.44 | 558 | 15.80 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 38,736 | 44.12 | 3,456 | 97.99 | ||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 47 | 4 | ||||||
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 | 38,674 | 3.80 | 2,925 | 4.39 | ||||
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 | 424,512 | 7.94 | 27,305 | -23.28 | ||||
2025-08-26 | NP | IJH - iShares 核心标普中盘 ETF | 5,063,315 | 0.21 | 451,698 | 37.66 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 67 | 6 | ||||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 17,472 | 11.78 | 1,559 | 53.50 | ||||
2025-07-29 | NP | PTL-Inspire 500 ETF | 3,440 | 23.65 | 260 | 24.40 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -9,406 | 26.53 | -839 | 74.07 | |||
2025-07-31 | 13F | 最佳投资顾问 | 2,932 | 24.40 | 262 | 70.59 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 175,026 | 15,106.43 | 15,614 | 21,000.00 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 2,712 | 242 | ||||||
2025-08-11 | 13F | 先锋集团公司 | 15,847,879 | 0.36 | 1,413,789 | 37.87 | ||||
2025-04-28 | NP | AGTHX - 美国 A 类成长基金 | 247,891 | 6.94 | 18,639 | -19.72 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 2,034 | 232 | ||||||
2025-08-05 | 13F | 使命财富管理有限公司 | 4,503 | 0.07 | 402 | 37.33 | ||||
2025-07-25 | NP | NTIAX - 哥伦比亚中盘指数基金 A 类 | 132,053 | 1.00 | 9,987 | 1.59 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -49 | -4 | |||||
2025-08-08 | 13F | 橡树丰收投资服务 | 10,000 | 892 | ||||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 11,062 | 2.94 | 987 | 41.46 | ||||
2025-07-25 | NP | SCHG - 嘉信美国大盘成长 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 | 241,607 | 8.02 | 18,273 | 8.65 | ||||
2025-08-13 | 13F | Transce3nd有限责任公司 | 155 | 21.09 | 14 | 62.50 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 63 | 200.00 | 6 | 400.00 | ||||
2025-08-14 | NP | BVSIX - Baywood 社会责任基金机构股票 | 3,500 | 84.21 | 312 | 153.66 | ||||
2025-06-30 | NP | PEXL - Pacer 美国出口领袖 ETF | 6,571 | 21.24 | 423 | -13.88 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 10,514 | 938 | ||||||
2025-07-23 | 13F | 罗伯茨财富顾问有限责任公司 | 47,213 | 0.58 | 4,212 | 38.16 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 6,370 | 40.84 | 1 | |||||
2025-08-13 | 13F | 施罗德投资管理集团 | 484,522 | 69.58 | 43,224 | 130.17 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 412 | 396.39 | 37 | 620.00 | ||||
2025-08-14 | 13F | 极地资产管理合伙公司 | 114,616 | 10,225 | ||||||
2025-07-24 | NP | FSMAX - 富达扩展市场指数基金 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 | 844,623 | 0.24 | 63,879 | 0.83 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 9,809 | 459.87 | 875 | 674.34 | ||||
2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 39 | 8.33 | 3 | -33.33 | ||||
2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 3,750 | 2.07 | 335 | 40.34 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 39,509 | 4.58 | 2,541 | -25.66 | ||||
2025-07-31 | 13F | 西密歇根顾问有限公司 | 2,815 | 251 | ||||||
2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 10,000 | 14.94 | 756 | 15.60 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 975,422 | 5,948.00 | 87,017 | 8,211.08 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类 | 36,599 | 0.73 | 3,265 | 38.36 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 79,846 | 1.49 | 5,136 | -27.87 | ||||
2025-06-24 | NP | MCMVX - 莫农加希拉全市值基金 | 15,000 | 50.00 | 965 | 6.64 | ||||
2025-07-18 | 13F | 帕森斯资本管理公司/ri | 2,975 | 265 | ||||||
2025-08-15 | 13F | 第一手资本管理公司 | 10,000 | 892 | ||||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 70 | 6 | ||||||
2025-08-12 | 13F | 摩根大通公司 | 1,802,744 | 17.56 | 160,823 | 61.49 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 3,683 | 10.50 | 329 | 51.85 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 278 | 60.69 | 25 | 118.18 | ||||
2025-07-29 | NP | ACEIX - 景顺股票和收益基金 A 类 | 1,031,097 | 6.80 | 77,982 | 7.43 | ||||
2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 1,822,636 | 333.42 | 162,597 | 602,111.11 | ||||
2025-08-22 | 13F | Cim投资管理公司 | 4,910 | 452 | ||||||
2025-08-08 | 13F | 等投资顾问公司 | 40,351 | 24.41 | 3,600 | 70.89 | ||||
2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | Short | -6,786 | 78.44 | -436 | 26.74 | |||
2025-08-08 | 13F | Geode资本管理有限公司 | 2,677,758 | 5.14 | 238,923 | 44.18 | ||||
2025-08-26 | NP | JMEE - 摩根大通市场扩张增强型股票 ETF | 134,677 | 3.40 | 12,015 | 42.04 | ||||
2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 2,338 | 16.20 | 209 | 60.00 | ||||
2025-08-14 | 13F | 桑德勒资本管理公司 | 29,093 | 99.27 | 2,595 | 173.73 | ||||
2025-08-28 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国价值基金系列 I | 108,230 | 1.00 | 9,655 | 38.76 | ||||
2025-08-19 | NP | RIFAX - 美国战略股票基金 | Short | -8,253 | 19.89 | -736 | 64.65 | |||
2025-06-26 | NP | FCMVX - 富达中型价值 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 | 4,009 | 336.71 | 258 | 209.64 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 4,993 | 445 | ||||||
2025-07-28 | NP | NEQIX - Neuberger Berman 美国股票影响力基金机构类别 | 2,565 | 25.55 | 194 | 26.14 | ||||
2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 3,680 | 14.82 | 328 | 57.69 | ||||
2025-08-11 | 13F | 思维财富管理有限责任公司 | 3,764 | 336 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 10,083 | 5.45 | 900 | 45.00 | ||||
2025-08-29 | NP | GCPAX - Gateway 股票认购溢价基金 A 类 | 1,950 | 229.39 | 174 | 355.26 | ||||
2025-07-14 | 13F | UMA 金融服务公司 | 7 | 1 | ||||||
2025-08-12 | 13F | 顾问资产管理公司 | 2,505 | 1.91 | 223 | 40.25 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 1,771 | 64.44 | 158 | 128.99 | ||||
2025-08-12 | 13F/A | 波士顿合作伙伴 | 38,056 | 677.76 | 3,395 | 970.98 | ||||
2025-08-05 | 13F | 韦克菲尔德资产管理有限责任公司 | 34,723 | 69.63 | 3,098 | 133.03 | ||||
2025-05-28 | NP | 太平洋精选基金 - 中型成长投资组合 I 类 | 249,618 | 38.15 | 16,210 | -5.29 | ||||
2025-08-01 | 13F | 橡树林资本有限责任公司 | Call | 168,300 | 155.00 | 5,621 | 282.83 | |||
2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,330 | 0.69 | 2,723 | -28.44 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 25 | 2 | ||||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 5,960,341 | 3.84 | 531,722 | 42.65 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 223,800 | 65.66 | 19,522 | 119.84 | |||
2025-06-26 | NP | DFSTX - 美国小型股投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 145,659 | 328.99 | 9,369 | 296.11 | ||||
2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 1,495,340 | 2.57 | 113,093 | 3.17 | ||||
2025-07-29 | 13F | Arista 财富管理有限责任公司 | 10,275 | 917 | ||||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 6,657 | 5.68 | 594 | 44.99 | ||||
2025-08-22 | NP | LACAX - 哥伦比亚橡子基金 A 类 | 264,426 | 27.07 | 23,589 | 74.57 | ||||
2025-08-28 | NP | RSIFX - 胜利RS科技基金A类 | 29,800 | 53.85 | 2,658 | 111.46 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 6,442 | 53.09 | 575 | 165.74 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 64,900 | 163.82 | 5,790 | 262.49 | |||
2025-06-30 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 1,434,863 | 19.30 | 92,290 | -15.20 | ||||
2025-08-14 | 13F | 德肖公司 | Put | 77,600 | 417.33 | 6,923 | 610.68 | |||
2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 774,235 | 95.76 | 69,070 | 168.92 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 14,300 | 1,276 | |||||
2025-08-14 | 13F | 德肖公司 | 66,894 | 204.06 | 5,968 | 317.86 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 13,200 | 1,178 | |||||
2025-08-26 | NP | TLSTX - 股票指数基金 | 2,137 | 21.21 | 191 | 66.67 | ||||
2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 1,183,732 | 79.17 | 105,601 | 146.14 | ||||
2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 7,700 | 687 | ||||||
2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 12,530 | 25.39 | 1,118 | 72.38 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 8,437 | 4.98 | 753 | 44.34 | ||||
2025-08-29 | NP | JADMX - 小盘机会信托资产净值 | 8,270 | 407.36 | 738 | 378.57 | ||||
2025-08-26 | NP | DVSMX - Driehaus 小盘成长基金投资者股票类别 | 115,278 | 32.55 | 10,284 | 82.10 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 37,071 | 2.83 | 3,307 | 41.26 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 21,662 | 1.39 | 1,393 | -27.94 | ||||
2025-08-28 | NP | SPMD - SPDR(R) 投资组合中型 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 | 703,095 | 2.52 | 62,723 | 40.84 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 189,984 | 0.73 | 16,948 | 38.37 | ||||
2025-07-29 | 13F | 莱尔财富管理有限公司 | 3,000 | 268 | ||||||
2025-08-14 | 13F | 工程师 门经理 LP | 17,834 | 53.57 | 1,591 | 110.88 | ||||
2025-08-26 | NP | XJH - iShares ESG 筛选标普中盘 ETF | 16,756 | 3.01 | 1,495 | 41.48 | ||||
2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 78,105 | 0.16 | 6,968 | 37.58 | ||||
2025-08-14 | 13F | 美国银行 /de/ | 994,134 | 33.84 | 88,687 | 83.86 | ||||
2025-07-07 | 13F | 公园边缘顾问有限责任公司 | 9,960 | 11.16 | 889 | 52.84 | ||||
2025-08-22 | NP | 哥伦比亚基金可变保险信托 - 哥伦比亚可变投资组合 - 小型公司成长基金 1 级 | 40,218 | 3,588 | ||||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 6,507 | 1.88 | 419 | -27.56 | ||||
2025-08-14 | 13F | 高盛集团公司 | 353,546 | 15.72 | 31,540 | 58.96 | ||||
2025-08-05 | 13F | 纽约梅隆银行 | 1,078,573 | 3.58 | 96,219 | 42.30 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 880 | 51.20 | 57 | 7.69 | ||||
2025-08-14 | 13F | 拉姆公司 | 123,479 | 23.06 | 11,016 | 69.05 | ||||
2025-08-13 | 13F/A | StoneX集团公司 | 12,553 | 410 | ||||||
2025-08-14 | 13F | 美国银行 /de/ | Put | 41,500 | 63.39 | 3,702 | 124.50 | |||
2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio | 1,273 | 114 | ||||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 9,619 | 4.93 | 625 | -28.11 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 1,248,306 | 421.83 | 111,361 | 616.89 | ||||
2025-07-29 | NP | SFYX - SoFi Next 500 ETF | 1,491 | 211.27 | 113 | 211.11 | ||||
2025-06-26 | NP | ACAAX - 阿尔杰资本增值基金A级 | 66,222 | 310.12 | 4,259 | 191.51 | ||||
2025-08-14 | 13F | 罗杰斯兄弟公司 | 444,238 | 0.54 | 39,630 | 38.12 | ||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 3,778 | 337 | ||||||
2025-08-13 | 13F | 北方信托公司 | 1,334,677 | 2.38 | 119,067 | 40.64 | ||||
2025-07-28 | NP | NINAX - Neuberger Berman 内在价值基金 A 类 | 72,834 | 12.95 | 5,508 | 13.61 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 19,113 | 5.94 | 1,446 | 6.56 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | 2,480 | 221 | ||||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 12,616 | 21.32 | 1,124 | 66.52 | ||||
2025-08-14 | 13F | Sig 经纪公司 | Put | 3,500 | 312 | |||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 667 | 28.02 | 60 | 78.79 | ||||
2025-04-22 | NP | GINN - 高盛创新股票 ETF | 3,613 | 10.96 | 272 | -16.87 | ||||
2025-07-23 | NP | CFSLX - 专栏小型股基金 | 25,895 | 672.29 | 1,958 | 676.98 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通数字发展战略基金 Y 类 | 2,544 | 37.81 | 227 | 89.92 | ||||
2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 743 | 25.30 | 66 | 71.05 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 184,413 | 5.06 | 16,451 | 44.33 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 | 74,187 | 0.92 | 6,618 | 38.65 | ||||
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 | 5,589 | 11.09 | 359 | -21.10 | ||||
2025-08-12 | 13F | 马克西投资CY有限公司 | 106,240 | 4.30 | 9 | 50.00 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 661,000 | 0.32 | 58,968 | 37.81 | |||
2025-08-14 | 13F | Citadel 顾问有限公司 | 1,401,840 | 1,044.08 | 125,058 | 1,471.67 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 503,000 | 31.02 | 44,873 | 79.99 | |||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 3,861 | 15.67 | 344 | 59.26 | ||||
2025-06-26 | NP | TADAX - 泛美美国增长 A | 229,301 | 18.92 | 14,749 | -15.47 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 多管理人小型股成长基金 (A) | 34,088 | 37.23 | 3,041 | 88.47 | ||||
2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 12,165 | 26.00 | 920 | 26.90 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 13,783 | 249.38 | 1,230 | 380.08 | ||||
2025-08-04 | 13F | 卡雷特资产管理有限公司 | 4,860 | 3.40 | 434 | 41.97 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 3,150 | 47.06 | 275 | 95.71 | ||||
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 | 2,971 | 0.61 | 225 | 0.90 | ||||
2025-06-26 | NP | FBCG - 富达蓝筹成长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 | 88,441 | 111.27 | 5,689 | 50.16 | ||||
2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 101,537 | 0.39 | 6,531 | -28.65 | ||||
2025-03-25 | NP | CVGRX - Calamos 成长基金 A 类 | 18,059 | 34.37 | 1,634 | 31.56 | ||||
2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 532,293 | 25.70 | 47,486 | 72.69 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 3,264 | 13.61 | 291 | 6.99 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 359,331 | 116.11 | 32 | 220.00 | ||||
2025-08-14 | 13F | 维斯塔投资管理公司 | 32,603 | 5.56 | 2,909 | 45.04 | ||||
2025-08-26 | NP | TEFQX - 第一手技术机会基金 | 10,000 | 892 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 4,146 | 688.21 | 370 | 985.29 | ||||
2025-06-25 | NP | LCLAX - ClearBridge Select 基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 193,900 | 13.86 | 12,472 | -19.07 | ||||
2025-08-07 | 13F | 荷宝瑞士股份公司 | 127,000 | 11,330 | ||||||
2025-08-19 | 13F | 怀俄明州 | 9,408 | 271.71 | 839 | 411.59 | ||||
2025-04-28 | NP | FWD - AB 颠覆者 ETF | 74,313 | 41.65 | 5,588 | 6.34 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica WMC 美国增长副总裁初始 | 452,843 | 7.56 | 40,398 | 47.76 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 48,061 | 24.47 | 4,288 | 71.00 | ||||
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 | 88,902 | 1.54 | 6,724 | 2.13 | ||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 614 | 21.58 | 55 | 68.75 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares AI 创新与科技主动型 ETF | 37,353 | 94.40 | 2,403 | 38.20 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | 19,703 | 218.41 | 1,763 | 339.40 | ||||
2025-08-22 | NP | QTUM - Defiance 量子 ETF | 237,254 | 50.43 | 21,165 | 106.65 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 336 | 1.20 | 30 | 38.10 | ||||
2025-08-04 | 13F | 俄亥俄州 | 370,444 | 258.14 | 33,047 | 391.99 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 5,728 | 0.72 | 511 | 38.21 | ||||
2025-08-15 | 13F | 东北财务顾问公司 | 2,700 | 241 | ||||||
2025-08-14 | 13F | 千禧管理有限公司 | 418,204 | 530.85 | 37,308 | 766.60 | ||||
2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 20,301 | 5.73 | 1,535 | 6.38 | ||||
2025-07-28 | 13F | Broad Peak 投资顾问私人有限公司 | 504,000 | 44,962 | ||||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 4,327 | 0.37 | 386 | 38.35 | ||||
2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93,376 | 16.00 | 8,330 | 59.36 | ||||
2025-08-26 | NP | SAOOX - 叠加 A 投资组合 1 级 | 1,296 | 1.01 | 116 | 38.55 | ||||
2025-08-13 | 13F | M&T银行公司 | 29,255 | 8.74 | 2,610 | 49.48 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 4,304 | 0.19 | 326 | 0.62 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 154 | 65.59 | 0 | |||||
2025-08-22 | NP | 哥伦比亚塞利格曼优质技术增长基金公司 | 30,400 | 186.79 | 2,712 | 294.04 | ||||
2025-08-28 | NP | BUYO - KraneShares Man Buyout Beta 指数 ETF | 856 | 42.43 | 76 | 94.87 | ||||
2025-08-12 | 13F | 保德信金融公司 | 53,263 | 46.28 | 5,025 | 46.43 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 53,439 | 4,767 | ||||||
2025-06-26 | NP | ALARX - 阿尔杰资本增值机构基金I类 | 86,172 | 385.59 | 5,543 | 245.30 | ||||
2025-07-31 | 13F | Azzad 资产管理公司 /adv | 21,461 | 21.97 | 1,915 | 67.60 | ||||
2025-08-08 | 13F | 比昂多投资顾问有限责任公司 | 7,600 | 678 | ||||||
2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 2,497 | 223 | ||||||
2025-08-14 | 13F | 加州教师退休制度 | 142,764 | 1.28 | 12,736 | 39.12 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 191 | 89.11 | 17 | 112.50 | ||||
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 | 55,413 | 10.20 | 3,564 | -21.67 | ||||
2025-08-12 | 13F | 钻石山资本管理公司 | 320,728 | 44.05 | 28,612 | 97.90 | ||||
2025-08-13 | 13F | 皇家基金管理有限责任公司 | 2,543 | 227 | ||||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 92 | 109.09 | 8 | 300.00 | ||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 1,473,635 | 50.80 | 131,420 | 106.96 | ||||
2025-08-08 | 13F | 十字马克全球控股公司 | 10,184 | 2.20 | 909 | 40.34 | ||||
2025-08-26 | NP | TRMNX - T. Rowe Price 中盘指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,827 | 20.65 | 787 | 65.68 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 41,712 | 0.72 | 3,721 | 38.38 | ||||
2025-08-26 | NP | MADE - iShares 美国制造业 ETF | 2,215 | 37.92 | 198 | 89.42 | ||||
2025-07-10 | 13F | 杰克逊广场资本有限公司 | 73,531 | 189.62 | 6,560 | 298.00 | ||||
2025-07-29 | NP | IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 股票 | 230,485 | 6.12 | 17,432 | 6.74 | ||||
2025-03-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 189,065 | 291.98 | 17,108 | 283.76 | ||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 83 | 13.70 | 7 | 75.00 | ||||
2025-07-25 | NP | CGOAX - 哥伦比亚小盘成长基金 I A 类 | 376,992 | 121.19 | 28,512 | 122.48 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 1,735 | 14.75 | 155 | 57.14 | ||||
2025-07-14 | 13F | 农商投资公司 | 121 | 19.80 | 11 | 66.67 | ||||
2025-07-18 | 13F | 丰和基金管理有限公司有限公司 | 342,400 | 30,546 | ||||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 28,400 | 435.85 | 2,534 | 636.34 | |||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 89,510 | 1,962.92 | 7,985 | 2,741.64 | ||||
2025-07-14 | 13F | 托特金融咨询公司 | 224 | 12.00 | 20 | 58.33 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 696,167 | 16.20 | 62,105 | 59.63 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 38,100 | 477.27 | 3,399 | 693.93 | |||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 17,897 | 1,597 | ||||||
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 | 1,631,399 | 39.65 | 123,383 | 40.47 |