机构和基金投资人持股 - 买家
在迪尔公司中开设新头寸的主要持有者包括 麦克尔亨尼谢菲尔德资本管理有限责任公司, ARKK - ARK 创新 ETF, IAUTX - 景顺股息收益基金 A 类, BEGIX - Sterling Capital 机构类别股票收益基金, CLCEX - 多经理大盘成长策略基金机构类, 中西部信托公司, Glenmede投资管理有限公司, PCEQX - 胜利先锋股票收益基金C类, EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类, 瑞穗证券美国有限公司, MUEAX - MFS 混合研究核心股票基金 A, 子午线管理公司, 声音观察资本有限责任公司, 卡拉莫斯全球动态收入基金, MASTERINVEST 资本投资有限公司, 尤利西斯管理有限责任公司, CVLOX - Calamos 全球增长与收入基金 A 类, BKCG——纽约梅隆银行集中增长ETF, Perbak 资本合伙公司, 和 康帕斯资本管理公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | M.克劳斯公司 | 398 | 202 | ||||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 1,964 | 48.34 | 999 | 60.71 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,142 | 3,651.52 | 5,666 | 3,975.54 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 4,678 | 0.97 | 2,379 | 9.33 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 25,686 | 2.20 | 13,061 | 10.72 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 16,500 | 54.21 | 8,390 | 67.06 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 161,962 | 82,356 | ||||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 20,900 | 113.27 | 10,627 | 131.07 | |||
| 2025-08-12 | 13F | 摩根大通公司 | 11,258,281 | 15.17 | 5,724,726 | 24.77 | ||||
| 2025-08-07 | 13F | CVFG有限责任公司 | 439 | 1.62 | 223 | 10.40 | ||||
| 2025-07-16 | 13F | 顾问管理集团公司 /adv | 4,576 | 20.77 | 2 | 100.00 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,028 | 15.92 | 3,258 | 12.74 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | 10,274 | 64.25 | 5,224 | 77.99 | ||||
| 2025-08-14 | 13F | 哈丁洛夫纳有限公司 | 454,468 | 2.23 | 231,097 | 10.76 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 9,824 | 87.27 | 4,995 | 102.88 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 34,640 | 17.52 | 17,614 | 29.88 | ||||
| 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 | 686,570 | 1.37 | 347,583 | 6.74 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 506 | 257 | ||||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 400 | 203 | ||||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 9,845 | 5.86 | 5,006 | 14.71 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 310,351 | 10.23 | 157,894 | 20.90 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 33,820 | 73.69 | 17,198 | 88.19 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 82,237 | 8.68 | 41,783 | 17.47 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 34,460 | 1.32 | 17,523 | 9.77 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 260 | 13.04 | 121 | 10.09 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 6 | 3 | ||||||
| 2025-08-04 | 13F | REDW 财富有限责任公司 | 603 | 0.17 | 307 | 8.51 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,048 | 51.23 | 533 | 63.69 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 1,297 | 8.35 | 660 | 17.47 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 3,185 | 20.37 | 1,620 | 30.46 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 8,500 | 102.38 | 4,322 | 119.28 | |||
| 2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,300 | 1,993 | ||||||
| 2025-08-04 | 13F | GAM控股公司 | 3,803 | 0.66 | 1,934 | 9.02 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 1,867 | 3.55 | 962 | 12.93 | ||||
| 2025-08-14 | 13F | 德美银行 | 2,021 | 22.93 | 1,028 | 33.20 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 2,089 | 23.90 | 1,062 | 34.26 | ||||
| 2025-07-25 | NP | PRDAX - 多元化实物资产基金 A 类 | 3,645 | 35.20 | 1,845 | 42.36 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 1,169 | 5.22 | 594 | 14.01 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 15,900 | 120.83 | 8,085 | 139.24 | |||
| 2025-08-12 | 13F | 遗产信托公司 | 3,772 | 0.48 | 1,918 | 8.92 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 11,300 | 28.41 | 5,746 | 39.10 | |||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 13,800 | 27.78 | 7,017 | 38.46 | |||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 1,772 | 0.06 | 1 | |||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 大盘成长基金初始级 | 4,539 | 19.76 | 2,308 | 29.81 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 986 | 55.77 | 501 | 68.69 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 6,760 | 6.22 | 3,438 | 27.49 | ||||
| 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 | 39,452 | 132.73 | 19,973 | 145.06 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 1,612,433 | 6.47 | 819,906 | 15.35 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 2,182 | 38.01 | 1,110 | 49.46 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 617 | 290 | ||||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 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 | 11,485 | 23.88 | 5,324 | 45.92 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 46,000 | 13.58 | 23,391 | 23.05 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 425 | 216 | ||||||
| 2025-08-29 | NP | AIFD-TCW 人工智能 ETF | 1,645 | 0.12 | 863 | 13.27 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 47,666 | 802.59 | 24,131 | 850.41 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 2,089 | 5.24 | 1,062 | 14.07 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 163,574 | 4.74 | 83,176 | 13.47 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 5,922 | 3,011 | ||||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 1,221,138 | 0.36 | 620,936 | 8.73 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 9,752 | 34.14 | 4,959 | 45.35 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 1,425 | 18.75 | 1 | |||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | Short | -752 | -47.78 | -381 | -45.09 | |||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 2,253 | 0.18 | 1,146 | 8.53 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 2,200 | 0.69 | 1,032 | 11.57 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 3,322 | 7.82 | 1,689 | 16.80 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 18,033 | 1.51 | 9,170 | 9.97 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 5,711 | 2.70 | 2,914 | 15.82 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 3,598 | 121.14 | 1,830 | 139.71 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 153,719 | 2.39 | 78,165 | 10.92 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 41,798 | 7.22 | 21,255 | 16.17 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 262 | 71.24 | 133 | 87.32 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 1,318 | 1.38 | 670 | 9.84 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 3,298 | 0.86 | 1,677 | 9.26 | ||||
| 2025-08-27 | NP | BEGIX - Sterling Capital 机构类别股票收益基金 | 70,268 | 35,731 | ||||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 153,357 | 51.30 | 77,639 | 59.32 | ||||
| 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 | 6,078 | 60.24 | 3,077 | 68.79 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 2,505 | 0.16 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 2,949 | 0.89 | 1,500 | 9.34 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 0 | 0 | ||||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 423 | 215 | ||||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 380 | 0.80 | 193 | 9.04 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 17,496 | 8,897 | ||||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 1,510 | 0.13 | 768 | 8.49 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 3,151 | 1.45 | 1,602 | 9.95 | ||||
| 2025-08-29 | NP | JORNX - 骏利亨德森全球精选基金 T 类 | 66,712 | 68.09 | 33,922 | 82.11 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,803 | 2.12 | 1,994 | 15.53 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 4,464 | 0.02 | 2,270 | 11.83 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 22 | 10 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 25,854 | 18.27 | 13,146 | 28.13 | ||||
| 2025-08-13 | 13F | 河路资产管理有限责任公司 | 53,670 | 2,041.66 | 28,143 | 2,293.03 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 98,590 | 7.69 | 50 | 19.05 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 4,030 | 0.50 | 2,056 | 8.85 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 374 | 10.00 | 0 | |||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 2,521 | 34.02 | 1,282 | 45.35 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 43,841 | 0.28 | 22,292 | 8.64 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 3,900 | 8.33 | 1,983 | 17.41 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 101,744 | 11.17 | 51,736 | 20.43 | ||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 203,616 | 0.43 | 103 | 8.42 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 21,814 | 17.26 | 11,044 | 23.47 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 7,836 | 41.06 | 3,985 | 52.82 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44,662 | 6.21 | 20,704 | 3.31 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 25,176 | 13.22 | 12,805 | 23.73 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 280 | 142 | ||||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 711,707 | 3.42 | 361,896 | 12.04 | ||||
| 2025-04-16 | 13F | 西科资本有限责任公司 | 0 | 0 | ||||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 191,442 | 1.46 | 97,346 | 9.92 | ||||
| 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 | 5,630 | 5.37 | 2,863 | 14.16 | ||||
| 2025-08-29 | NP | WEQCX - Teton Westwood C 类股票基金 | 811 | 412 | ||||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 471 | 0.21 | 240 | 8.64 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 3,200 | 1.27 | 1,627 | 9.71 | ||||
| 2025-07-30 | NP | OHFGX - Oak Harvest 多头/空头对冲股票基金 - 机构股 | 2,000 | 1,013 | ||||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 1,386,321 | 26.79 | 704,930 | 137,313.26 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 86 | 2.38 | 44 | 10.26 | ||||
| 2025-08-05 | 13F | 再顾问公司 | 219,600 | 0.23 | 111,664 | 8.59 | ||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 48 | 14.29 | 24 | 20.00 | ||||
| 2025-08-29 | NP | LGRRX - Loomis Sayles A 类增长基金 | 358,619 | 33.19 | 182,354 | 44.29 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 2,811 | 17.57 | 1,429 | 27.36 | ||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 39,254 | 0.64 | 20 | 5.56 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 135,830 | 0.36 | 69,068 | 8.73 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 25,810 | 45.78 | 13,124 | 57.95 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 7,870 | 34.85 | 4 | 100.00 | ||||
| 2025-06-27 | NP | PCBCX - 胜利先锋平衡基金C类 | 5,322 | 2,467 | ||||||
| 2025-07-16 | 13F | 资产配置与管理公司有限责任公司 | 410 | 0 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 24,383 | 29.09 | 12,399 | 39.85 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 16,763 | 1.79 | 8,524 | 10.27 | ||||
| 2025-08-08 | 13F | 杰克逊维尔财富管理有限责任公司 | 6,039 | 0.83 | 3,071 | 9.21 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | -109 | -71.12 | ||||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 40,707 | 10.79 | 20,699 | 20.03 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 20 | 81.82 | 10 | 100.00 | ||||
| 2025-08-08 | 13F | 托巴姆 | 241 | 0 | ||||||
| 2025-08-04 | 13F | Haven Private, LLC | 725 | 14.17 | 369 | 23.49 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 285,000 | 2.44 | 144,920 | 10.99 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 1,352 | 33.46 | 688 | 44.63 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 2,266 | 139.53 | 1,152 | 159.46 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 6,367 | 2.18 | 3,238 | 10.70 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 803 | 4.69 | 408 | 13.65 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 8,060 | 5,013 | ||||||
| 2025-08-19 | 13F | Marex 集团 | 1,487 | 756 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 2,173,841 | 19.72 | 1,105,376 | 29.70 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 37 | 42.31 | 19 | 50.00 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 53,857 | 2.89 | 27,460 | 11.45 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 3,100 | 93.75 | 1,576 | 110.13 | |||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 2,141 | 1.23 | 1,116 | 12.40 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 1,212 | 100.66 | 562 | 95.47 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 20,085 | 0.02 | 10,213 | 8.36 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 1,254 | 0.08 | 639 | 8.49 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 834 | 13.47 | 425 | 22.83 | ||||
| 2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 527 | 0.38 | 268 | 8.94 | ||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 6,039 | 17.26 | 3,071 | 27.02 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 20,800 | 55.22 | 10,577 | 68.17 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 423 | 75.52 | 199 | 94.12 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 25,579 | 4.44 | 11,857 | 1.59 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 4,904 | 16.35 | 2,493 | 26.04 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 2,870 | 5.09 | 1,459 | 13.90 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 418 | 212 | ||||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 456 | 0.22 | 232 | 8.45 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 3,102 | 10.35 | 1,577 | 19.56 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 807 | 4.13 | 410 | 12.95 | ||||
| 2025-07-18 | 13F | 哈德逊价值合伙人有限责任公司 | 6,800 | 3.71 | 3,458 | 12.35 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 896 | 0.34 | 456 | 8.59 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 5,056 | 14.94 | 2,571 | 24.52 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,955 | 2.73 | 994 | 11.31 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 16 | 220.00 | 8 | 300.00 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 3,717 | 16.74 | 1,890 | 26.44 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 14,856 | 2.80 | 7,554 | 11.38 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 570 | 3.26 | 290 | 18.93 | ||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 419 | 213 | ||||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 1,815 | 923 | ||||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 705 | 9.81 | 358 | 18.94 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 721,638 | 132.04 | 366,946 | 151.39 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 560 | 0.54 | 285 | 8.81 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 12,837 | 19,649.23 | 10,132 | 10.44 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 3,157 | 1,605 | ||||||
| 2025-08-14 | 13F | 采石场LP | 273 | 139 | ||||||
| 2025-07-15 | 13F | 第五第三银行 | 234,645 | 1.61 | 119,315 | 10.08 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 12,830 | 7.51 | 6,495 | 13.21 | ||||
| 2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 8,431 | 1.04 | 4,281 | 2.88 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 7,127 | 0.07 | 3,624 | 8.44 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 941 | 29.97 | 480 | 41.30 | ||||
| 2025-07-29 | 13F | 向量研究管理有限责任公司 | 396 | 201 | ||||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 649 | 330 | ||||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 109 | 36.25 | 55 | 48.65 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 2,563 | 590.84 | 1,303 | 640.34 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 8,069 | 2.82 | 4,103 | 11.40 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 6,386 | 9.29 | 3,247 | 18.42 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 577 | 8.87 | 293 | 18.15 | ||||
| 2025-07-16 | 13F | 梅雷迪思财富规划 | 400 | 203 | ||||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 10,069 | 233.52 | 5,120 | 261.51 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 14,472 | 41.12 | 7,359 | 52.88 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 3,962 | 3.45 | 2,015 | 24.17 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 209 | 0.48 | 106 | 9.28 | ||||
| 2025-08-14 | 13F | 安盛公司 | 110,411 | 32.95 | 56,143 | 44.04 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 2,064 | 1,050 | ||||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 1,003 | 8.20 | 508 | 13.93 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 1,547 | 138.73 | 787 | 158.55 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -138 | -70 | |||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 70,091 | 2.03 | 35,484 | 7.44 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 41,370 | 0.35 | 21,036 | 8.72 | ||||
| 2025-08-14 | 13F | 家族办公室研究有限责任公司 | 601 | 0.84 | 306 | 8.93 | ||||
| 2025-07-17 | 13F | 李约翰逊资本管理有限公司 | 1,529 | 777 | ||||||
| 2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 613 | 0.16 | 312 | 8.36 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 329 | 3.79 | 167 | 12.84 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 8,287 | 19.69 | 4,227 | 30.10 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,464 | 13.31 | 744 | 22.77 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 753 | 18.58 | 383 | 28.19 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,889 | 81.47 | 1,469 | 96.65 | ||||
| 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 | 36,912 | 3.10 | 17,111 | 0.29 | ||||
| 2025-06-27 | NP | FQUAX - AMG FQ 多空股票基金 N 类 | 3,186 | 1,477 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,867 | 7.69 | 1,958 | 13.38 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 2,964 | 10.35 | 1,507 | 19.60 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 11,473 | 0.09 | 5,834 | 11.49 | ||||
| 2025-07-24 | 13F | Edge 财务顾问有限公司 | 916 | 0.77 | 466 | 9.15 | ||||
| 2025-08-12 | 13F | 加德纳刘易斯资产管理公司 | 775 | 394 | ||||||
| 2025-08-12 | 13F | 维维集团有限公司 | 1,098 | 0.37 | 558 | 8.77 | ||||
| 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 | 17,496 | 6.37 | 8,110 | 3.47 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 627 | 32.28 | 319 | 43.69 | ||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 566 | 0.18 | 257 | 7.53 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 1,037 | 54.32 | 527 | 67.30 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 6,777 | 0.10 | 3,446 | 11.52 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 46 | 22 | ||||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 4 | 100.00 | 2 | |||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 4,101 | 11.26 | 2,076 | 17.16 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 3,614 | 38.04 | 1,838 | 49.59 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 5,005 | 0.74 | 2,545 | 9.14 | ||||
| 2025-08-12 | 13F | Intellus 顾问有限公司 | 649 | 0.15 | 330 | 8.55 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 1,801 | 17.33 | 916 | 27.08 | ||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 6,271 | 4.22 | 3,189 | 12.89 | ||||
| 2025-08-21 | NP | MXLGX - Great-West 大盘成长基金投资者类别 | 6,707 | 67.09 | 3,410 | 127.48 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 52,115 | 2.98 | 26,500 | 11.56 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 21,161 | 60.41 | 10,760 | 73.80 | ||||
| 2025-07-22 | 13F | 古铁雷斯财富咨询有限责任公司 | 1,147 | 2.14 | 583 | 10.84 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 132,701 | 1.25 | 67,477 | 9.70 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 639 | 137.55 | 324 | 150.39 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -25 | -13 | |||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 4,582 | 0.77 | 2,330 | 9.14 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 764 | 67.91 | 389 | 82.16 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 535 | 0.56 | 272 | 8.84 | ||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 5,067 | 0.70 | 2,577 | 9.11 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 1,044 | 49.57 | 531 | 62.08 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 3,171 | 1,612 | ||||||
| 2025-08-14 | 13F | 南岸银行 | 2,943 | 0.34 | 1,496 | 8.72 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 509 | 520.73 | 0 | |||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 30,977 | 15,751 | ||||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 9,565 | 3.19 | 4,864 | 11.79 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 73,963 | 8.34 | 37,445 | 14.08 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 58,273 | 9.43 | 29,631 | 18.56 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 37,100 | 5.10 | 18,865 | 13.86 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 862 | 6.03 | 438 | 14.96 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 225,139 | 1.74 | 114,481 | 10.22 | ||||
| 2025-07-17 | 13F | 蓝球顾问有限责任公司 | 1,414 | 719 | ||||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 16,257 | 0.46 | 8 | 14.29 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 5,528 | 2,811 | ||||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 16,956 | 1.21 | 8,622 | 7.56 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 6,025 | 0.02 | 3,064 | 8.35 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 26,008 | 10.21 | 13,225 | 19.39 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 2,248 | 1,042 | ||||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 5,743 | 0.28 | 2,920 | 8.67 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 100 | 51 | ||||||
| 2025-06-25 | NP | TGPEX - T. Rowe Price 全球影响力股票基金 | 1,030 | 7.97 | 477 | 5.07 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 9,918 | 539.05 | 232 | -68.27 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 877,900 | 0.02 | 446,403 | 8.36 | ||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 508 | 258 | ||||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 3,188 | 3.27 | 1,621 | 11.95 | ||||
| 2025-07-11 | 13F | 梅里韦瑟财富与规划有限责任公司 | 1,079 | 0.47 | 549 | 8.73 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,202 | 3.48 | 1,120 | 12.12 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 2,554 | 50.24 | 1,299 | 62.86 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 23,795 | 30.63 | 12,478 | 45.95 | ||||
| 2025-08-27 | NP | LCF - Touchstone 美国大盘股 ETF | 468 | 30.36 | 238 | 41.07 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,121 | 77.09 | 570 | 91.92 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 6,178 | 19.89 | 2,864 | 16.62 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 25,557 | 1.72 | 12,996 | 11.15 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 9,408 | 23.94 | 4,784 | 34.28 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 2,072 | 11.10 | 1,054 | 20.34 | ||||
| 2025-08-26 | NP | IPEAX - Voya 大盘价值投资组合 ADV 级 | 21,125 | 6.10 | 10,742 | 14.94 | ||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 15,311 | 0.72 | 7,806 | 9.10 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 135,982 | 9.58 | 69,145 | 18.72 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 274,819 | 26.20 | 139,746 | 36.73 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 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 | 136 | 61.90 | 69 | 76.92 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 3,117 | 1.63 | 1,588 | 12.71 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 4,879 | 0.93 | 2,481 | 9.35 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 3,499 | 0.03 | 1,779 | 8.41 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,004 | 512 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 31,992 | 3.87 | 16,268 | 12.54 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 240,798 | 122 | ||||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 566 | 288 | ||||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 486 | 1.67 | 247 | 10.27 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 7,136 | 2.12 | 3,308 | -0.69 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 3,729 | 6.33 | 1,729 | 3.41 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 226,491 | 46.36 | 115,168 | 58.56 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 159 | 38.26 | 81 | 70.21 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 28,086 | 1.40 | 14,326 | 9.83 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 445 | 226 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 9,494 | 6.34 | 4,828 | 15.20 | ||||
| 2025-08-14 | 13F | Punch & Associates 投资管理公司 | 23,160 | 4.22 | 11,777 | 12.91 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,837 | 21.30 | 2,968 | 31.44 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 17,033 | 5.76 | 8,623 | 11.37 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 43,702 | 12.45 | 22,222 | 21.82 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 23,823 | 14.17 | 12,072 | 24.34 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 24,427 | 3.51 | 12,421 | 12.13 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 544 | 4.02 | 283 | 30.56 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 3,691 | 6.80 | 1,877 | 15.66 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 42,974 | 21,852 | ||||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 1,017 | 3.56 | 517 | 12.39 | ||||
| 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 | 10 | 25.00 | 5 | 33.33 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 9,688 | 0.71 | 4,926 | 1.15 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 8,357 | 1.16 | 4,249 | 9.62 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 682 | 0.29 | 347 | 8.46 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 67 | 4.69 | 34 | 13.33 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 10,636 | 17.98 | 5,408 | 27.82 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 731 | 2.52 | 373 | 11.34 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 20,162 | 0.38 | 10 | 11.11 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 482,352 | 3.14 | 245,271 | 11.74 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 1,491 | 10.94 | 758 | 20.32 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 4,506 | 2.46 | 2,291 | 11.00 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -9,993 | -46.90 | -5,081 | -42.47 | |||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 1,898 | 965 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 503 | 2.24 | 256 | 10.39 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 3,362 | 12.07 | 1,710 | 21.38 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 15,683 | 2.29 | 7,975 | 10.81 | ||||
| 2025-04-01 | NP | JETIX - abrdn 全球股票影响力基金机构级 | 888 | 423 | ||||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 | 72,100 | 54.06 | 36,662 | 66.91 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 1,751 | 74.58 | 886 | 83.82 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -34 | 112.50 | -17 | 142.86 | |||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 47,983 | 89.01 | 24,616 | 108.39 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 1,068 | 9.88 | 543 | 19.08 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 3,210 | 1,632 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,536 | 3.78 | 781 | 12.54 | ||||
| 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 | 46,323 | 2.06 | 23,555 | 10.57 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 630 | 25.50 | 320 | 36.17 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 4,268 | 2,271.11 | 2,618 | 104.61 | ||||
| 2025-07-11 | 13F | 满达人寿保险有限公司 | 2,775 | 0.69 | 1,411 | 9.13 | ||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 995 | 1.63 | 506 | 10.02 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 614 | 21.34 | 312 | 31.65 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 954 | 110.13 | 485 | 127.70 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 268 | 20.72 | 136 | 30.77 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 773 | 0.39 | 393 | 8.86 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 848 | 13.98 | 431 | 23.50 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 27,369 | 1.84 | 13,917 | 10.33 | ||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 3,356 | 2 | ||||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 4,838 | 44.55 | 2,306 | 75.02 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 64,985 | 6.20 | 30,124 | 3.30 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 6,300 | 3 | ||||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 905 | 0.78 | 465 | 12.35 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 303 | 154 | ||||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 411 | 6.20 | 208 | 11.83 | ||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 900 | 458 | ||||||
| 2025-07-23 | 13F | 慢资本公司 | 14,739 | 2.36 | 7,499 | 10.90 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 880 | 6.28 | 447 | 15.21 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 455 | 10.98 | 231 | 20.31 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 15,749 | 9.51 | 8,008 | 18.65 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 661 | 187.39 | 336 | 214.02 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 7,383 | 33.70 | 3,754 | 44.89 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 29 | 93.33 | 15 | 100.00 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 2,521 | 1,282 | ||||||
| 2025-07-24 | 13F | PDS 规划公司 | 6,491 | 2.04 | 3,301 | 10.55 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,211 | 57.68 | 616 | 70.83 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 1,357 | 195.00 | 1 | |||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 48 | 11.63 | 24 | 20.00 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 1,891 | 2.60 | 962 | 11.10 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 11,355 | 0.13 | 5,774 | 8.47 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 2,360 | 41.06 | 1,200 | 52.35 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,240 | 6.62 | 631 | 15.60 | ||||
| 2025-07-09 | 13F | 灯塔金融集团 | 1,293 | 4.02 | 657 | 12.69 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 40,229 | 4.94 | 20,456 | 13.69 | ||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 1,005 | 21.67 | 511 | 32.04 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 19,380 | 97.96 | 9,855 | 114.50 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 2,486 | 0.85 | 1,264 | 9.25 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 22,372,671 | 1.40 | 11,376,279 | 9.86 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 283 | 267.53 | 144 | 300.00 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 540,828 | 70.99 | 275,092 | 85.31 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1,067 | 0.76 | 543 | 9.05 | ||||
| 2025-07-16 | 13F | 牛顿一投资有限责任公司 | 645 | 0.31 | 328 | 8.97 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 621 | 0.65 | 316 | 9.00 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 20,510 | 212.70 | 10,429 | 238.82 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 34,085 | 11.38 | 17,332 | 20.66 | ||||
| 2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 649 | 0.93 | 330 | 9.30 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 100 | 0 | ||||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 1,109 | 564 | ||||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 13,788 | 1.20 | 7,011 | 9.65 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 17,439 | 8,868 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 35,978 | 4.06 | 18,294 | 12.74 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 38,086 | 0.52 | 19,366 | 8.90 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 416 | 212 | ||||||
| 2025-07-29 | 13F | 大师财富管理有限公司 | 440 | 224 | ||||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 11,379 | 0.06 | 5,805 | 8.38 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 1,893 | 20.27 | 963 | 30.35 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 100 | 51 | ||||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 6,570 | 18.10 | 3,341 | 27.92 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 2,050 | 1,042 | ||||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 4,928 | 0.16 | 2,506 | 8.49 | ||||
| 2025-08-26 | NP | GGEYX - 机构成长股票基金 | 9,087 | 128.43 | 4,621 | 128.49 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 1,600 | 814 | ||||||
| 2025-08-21 | NP | MOO - VanEck Vectors 农业综合企业 ETF | 98,092 | 2.20 | 49,879 | 10.72 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 2,546 | 4.73 | 1,322 | 18.48 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 47,689 | 11.02 | 24,249 | 20.28 | ||||
| 2025-07-22 | 13F | 人民银行/哦 | 1,842 | 1.10 | 937 | 9.47 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 453 | 2.95 | 230 | 11.65 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 5,691 | 1.81 | 2,894 | 10.29 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 79 | 182.14 | 40 | 207.69 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 205,004 | 130.39 | 104,713 | 150.73 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 32,100 | 17.15 | 16,323 | 26.92 | |||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 481 | 7.13 | 245 | 16.19 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 1,068 | 0.66 | 543 | 8.84 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 274,993 | 2.68 | 139,779 | 12.36 | ||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 12,124 | 8.09 | 6,165 | 17.10 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 321 | 0.31 | 163 | 8.67 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 433 | 220 | ||||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 711 | 0.14 | 0 | |||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 2,600 | 8.29 | 1,322 | 17.30 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 4,319 | 2.37 | 2,196 | 10.86 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 689 | 47.85 | 350 | 60.55 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 27,304 | 27.59 | 13,884 | 38.24 | ||||
| 2025-06-26 | NP | FFGCX - 富达全球商品股票基金 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 | 11,500 | 15.00 | 5,331 | 11.86 | ||||
| 2025-07-22 | 13F | 遗产信托 | 412 | 209 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 3,468 | 0.84 | 1,763 | 9.23 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,756 | 18.89 | 893 | 28.72 | ||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 1,380 | 702 | ||||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 1,465 | 4.79 | 745 | 13.57 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 197,948 | 0.37 | 100,959 | 8.69 | ||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 201 | 102 | ||||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 3,269 | 0.06 | 1,662 | 8.41 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 82,700 | 36.69 | 42,052 | 48.10 | |||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 2,127 | 0.09 | 1,082 | 10.87 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 5,450 | 2,771 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | 2,989,502 | 8.12 | 1,520,132 | 17.14 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 297,251 | 1.65 | 151,149 | 10.12 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 2,321 | 12.67 | 1,180 | 22.15 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 64,726 | 5.74 | 32,913 | 14.55 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 23,300 | 10,801 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 28 | 86.67 | 14 | 100.00 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 823 | 1.98 | 418 | 10.58 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 2,858 | 116.35 | 1,453 | 134.35 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 112,800 | 66.13 | 57,358 | 79.98 | |||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 507 | 1.60 | 258 | 9.83 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 718 | 0.98 | 365 | 9.61 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 615 | 20.59 | 313 | 30.54 | ||||
| 2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,000 | 11.46 | 18,225 | 17.36 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 12,510 | 4.11 | 6 | 20.00 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 4,624 | 25.55 | 2,351 | 36.05 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 10,394 | 3.63 | 5,285 | 12.28 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 61 | 1.67 | 31 | 10.71 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 3,000 | 1,525 | |||||
| 2025-07-18 | 13F | 罗格科，Lp | 975 | 1.67 | 496 | 10.00 | ||||
| 2025-08-12 | 13F | 韦策尔金融服务公司 | 9,289 | 1.12 | 4,702 | 14.38 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 561,493 | 0.29 | 260,286 | -2.44 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 1,450 | 737 | ||||||
| 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 | 37,841 | 116.35 | 19,157 | 127.82 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 1,385 | 20.75 | 704 | 30.86 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 254 | 38.80 | 129 | 51.76 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 332,179 | 50,691.90 | 1 | -100.00 | ||||
| 2025-07-24 | NP | DESRX - DWS ESG 核心股票基金 R 类 | 2,223 | 4.91 | 1,125 | 10.51 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 32,000 | 17.65 | 16,272 | 27.46 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 3,801 | 1.71 | 1,933 | 10.21 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 2,595 | 1.76 | 1,322 | 12.89 | ||||
| 2025-08-14 | 13F | 达格科公司 | 172 | 3,340.00 | 87 | 4,250.00 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 465 | 0 | ||||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 1,440 | 21.01 | 732 | 31.18 | ||||
| 2025-07-23 | 13F | 北方财务顾问公司 | 1,175 | 12.23 | 597 | 21.59 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 114,007 | 0.48 | 57,971 | 8.86 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 1,037 | 36.63 | 527 | 48.03 | ||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 4,268 | 1.74 | 2,170 | 10.26 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 322 | 93.98 | 164 | 111.69 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 1,678 | 15.01 | 778 | 11.80 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 300 | 153 | |||||
| 2025-07-16 | 13F | Embree金融集团 | 6,593 | 0.15 | 3,352 | 8.51 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 19 | 10 | ||||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 287,113 | 2.64 | 145,994 | 11.20 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 664 | 0.30 | 338 | 8.71 | ||||
| 2025-08-05 | 13F | 德拉沃湾有限公司 | 470 | 0.86 | 239 | 9.17 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 124,504 | 309.36 | 63,309 | 343.53 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 118,400 | 238.29 | 60,205 | 266.50 | |||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 752 | 22.48 | 382 | 32.64 | ||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 761 | 0.93 | 387 | 9.35 | ||||
| 2025-06-25 | NP | ARKK - ARK 创新 ETF | 117,314 | 54,382 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 10,017 | 83.06 | 5,094 | 98.33 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 3,108 | 11.76 | 1,277 | 14.75 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 586 | 298 | ||||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 3,251 | 4.27 | 1,653 | 12.99 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 37 | 17 | ||||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 1,934 | 19.46 | 983 | 29.51 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 3 | 2 | ||||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 3,937 | 2.71 | 2,002 | 11.28 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 162 | 82 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 40,003 | 21.21 | 20 | 33.33 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 336 | 3,260.00 | 171 | 4,150.00 | ||||
| 2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 821 | 0.49 | 417 | 8.88 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 1,742 | 27.81 | 886 | 38.50 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 43,406 | 2.47 | 21,975 | 7.90 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 1,526 | 3.81 | 779 | 12.43 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 1,692 | 1.26 | 860 | 9.69 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 1,399 | 21.65 | 711 | 31.91 | ||||
| 2025-06-18 | NP | NWZLX - 全国卢米斯全盘成长基金 A 类 | 4,462 | 85.99 | 2,068 | 80.93 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 784,109 | 6.85 | 398,712 | 15.76 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 407 | 207 | ||||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 4,417 | 1.28 | 2,253 | 9.74 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 8,714 | 0.01 | 4,445 | 8.34 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,142 | 53.08 | 581 | 65.71 | ||||
| 2025-08-14 | 13F | 阿莱特资本管理有限公司 | 6,000 | 3,051 | ||||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 830 | 2.22 | 422 | 10.79 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 6,151 | 11.78 | 3,128 | 21.11 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 7,437 | 69.52 | 3,782 | 83.63 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 1,912 | 4.48 | 972 | 13.15 | ||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票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 | 2,529 | 7.57 | 1,280 | 13.27 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 303 | 22.18 | 154 | 32.76 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 41,608 | 38.28 | 21,157 | 49.82 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 37,802 | 23.66 | 19,225 | 33.99 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 40,092 | 8.67 | 20,386 | 17.74 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 1,938 | 27.75 | 985 | 38.34 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 760 | 10.63 | 387 | 19.88 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 38,901 | 4.67 | 18,033 | 1.81 | ||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 12,600 | 140.00 | 6,407 | 159.98 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 676 | 3.05 | 344 | 11.73 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 1,797 | 3.75 | 914 | 12.44 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 294,851 | 2.89 | 149,929 | 11.47 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 139 | 10.32 | 71 | 18.64 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 783,607 | 1.75 | 398,456 | 10.24 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 1,282 | 3.89 | 652 | 12.44 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 54,633 | 0.82 | 27,780 | 9.23 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 18,559 | 33.81 | 9,437 | 44.98 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 251 | 31.41 | 127 | 39.56 | ||||
| 2025-07-15 | 13F | 永久资本管理有限公司 | 1,461 | 745 | ||||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 4,827 | 1.28 | 2,462 | 9.67 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 7,059 | 5.98 | 3,589 | 14.81 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 6,080 | 7.27 | 2,818 | 4.33 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 4,997 | 104.96 | 2,541 | 122.03 | ||||
| 2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 720 | 366 | ||||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 87,911 | 1.92 | 44,702 | 10.41 | ||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 7,946 | 22.87 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates 有限责任公司 | 844 | 0.84 | 429 | 9.44 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 1,682 | 18.28 | 855 | 28.19 | ||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 3,118 | 14.72 | 1,585 | 24.31 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 931 | 25.98 | 473 | 36.31 | ||||
| 2025-06-27 | NP | 卡拉莫斯全球动态收入基金 | 7,610 | 3,528 | ||||||
| 2025-07-15 | 13F | BCS财富管理 | 741 | 9.62 | 0 | |||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 683 | 12.71 | 347 | 19.66 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 1,216 | 3.93 | 618 | 12.57 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 1,387 | 0.36 | 706 | 9.29 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 20,318 | 15.59 | 10,332 | 25.24 | ||||
| 2025-07-11 | 13F | AA 财务顾问有限责任公司 | 409 | 208 | ||||||
| 2025-07-25 | 13F | CWM有限公司 | 25,295 | 3.62 | 13 | 9.09 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 6,544 | 12.29 | 3,313 | 18.20 | ||||
| 2025-08-26 | NP | VHIAX - 摩根大通成长优势基金 A 类 | 286,618 | 89.82 | 145,742 | 155.76 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 6,936,073 | 0.87 | 3,527 | 9.27 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 608 | 309 | ||||||
| 2025-06-25 | NP | AllianzGI 人工智能与技术机会基金 | 13,580 | 472.75 | 6,295 | 614.53 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 230,246 | 4.33 | 117,078 | 13.03 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 8 | 100.00 | 4 | 300.00 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 603 | 307 | ||||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 5,350 | 2.88 | 2,720 | 11.48 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 527 | 21.15 | 268 | 30.88 | ||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 75 | 38 | ||||||
| 2025-08-15 | 13F | 公平控股公司 | 10,492 | 21.70 | 5,335 | 31.86 | ||||
| 2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 3,780 | 0.03 | 1,922 | 8.35 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 2,421 | 8.81 | 1,231 | 17.91 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 1,921 | 131.72 | 977 | 150.90 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 1,866 | 15.97 | 949 | 25.56 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 4,718 | 2,399 | ||||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 671 | 341 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 10,309 | 19.89 | 5,243 | 29.65 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 8,303 | 4.00 | 4,222 | 12.65 | ||||
| 2025-07-17 | 13F | 峰会金融策略公司 | 1,450 | 29.58 | 737 | 40.38 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 7,427 | 0.43 | 3,777 | 8.82 | ||||
| 2025-08-26 | NP | TRVLX - T. Rowe 价格价值基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,136,907 | 1.57 | 578,106 | 10.03 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 2,301 | 6.13 | 1,170 | 15.04 | ||||
| 2025-07-08 | 13F | 栽培资本公司 | 400 | 203 | ||||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 166,731 | 42.35 | 84,781 | 54.22 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 428,630 | 26.18 | 217,954 | 36.70 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 87,735 | 4.59 | 44,682 | 13.65 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 61,906 | 6.88 | 31,479 | 15.79 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 661 | 336 | ||||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 97,590 | 215.72 | 49,624 | 242.06 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 2,755 | 3.69 | 1,401 | 11.46 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 26,103 | 80.74 | 13,273 | 98.02 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 39 | 20 | ||||||
| 2025-07-31 | 13F/A | 亚飞财富 | 181 | 4.62 | 0 | |||||
| 2025-07-08 | 13F | 亚当斯布朗财富顾问有限公司 | 1,422 | 14.40 | 723 | 23.84 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 5,129 | 2.56 | 2,608 | 11.08 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 1,873 | 1.85 | 952 | 10.44 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 985 | 89.42 | 501 | 104.92 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 120,890 | 0.09 | 61,471 | 8.43 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 1,900 | 52.00 | 966 | 64.85 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 1,885 | 4.66 | 959 | 13.37 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -215 | -10.79 | -109 | -3.54 | |||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 校准股息增长投资组合 VC 级 | 3,307 | 1,682 | ||||||
| 2025-07-10 | 13F | 安全国家银行 | 8,816 | 10.34 | 4,483 | 19.52 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 15 | 8 | ||||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 1,409 | 13.45 | 717 | 22.81 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 19,284 | 2,585.79 | 9,806 | 2,818.15 | ||||
| 2025-08-13 | 13F | 布里斯托尔约翰 W & Co Inc /纽约/ | 174,958 | 53.76 | 88,964 | 66.59 | ||||
| 2025-08-08 | 13F | L & S 顾问公司 | 12,382 | 6,296 | ||||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 4,991 | 6.30 | 2,538 | 15.21 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 37,124 | 2.32 | 18,877 | 10.85 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 588 | 7.30 | 299 | 15.95 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 4,164 | 31.61 | 2,117 | 42.56 | ||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 2 | 1 | ||||||
| 2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 5,873 | 22.92 | 2,986 | 33.18 | ||||
| 2025-06-24 | NP | TEMP - 摩根大通气候变化解决方案 ETF | 269 | 1.13 | 125 | -1.59 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 6,920 | 3.18 | 3,519 | 11.79 | ||||
| 2025-08-28 | NP | SAMM - Strategas 宏观动量 ETF | 1,432 | 2.14 | 728 | 10.64 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 5,659 | 0.25 | 2,875 | 8.58 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 1,280 | 50.59 | 651 | 63.32 | ||||
| 2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 959 | 1.59 | 488 | 10.18 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 3,450 | 2.71 | 1,754 | 11.29 | ||||
| 2025-07-28 | 13F | 大象马克B | 400 | 203 | ||||||
| 2025-07-25 | NP | IVEG - iShares Emergent Food 和 AgTech 多部门 ETF | 364 | 0.55 | 184 | 5.75 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 964 | 2.12 | 492 | 10.59 | ||||
| 2025-07-25 | 13F | 苏玛公司 | 490 | 249 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 13,999 | 51.41 | 7,118 | 64.05 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 10,130 | 18.60 | 4,957 | 22.40 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 437 | 222 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 2,761 | 24.09 | 1,404 | 34.52 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,442 | 10.30 | 9,378 | 19.50 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 30,034 | 110.72 | 15,272 | 128.30 | ||||
| 2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 106 | 11.58 | 54 | 20.45 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 5,156 | 44.14 | 2,622 | 56.20 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 3,195 | 1,625 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - ClearBridge 激进增长投资组合 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 | 66,997 | 22.50 | 34,067 | 32.72 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 3,807 | 26.90 | 1,936 | 52.32 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 50 | 25 | ||||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 专注升值投资组合 | 32,212 | 23.91 | 16,379 | 34.24 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 4,044 | 16.21 | 1,875 | 13.03 | ||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 2,435 | 31.62 | 1,250 | 45.23 | ||||
| 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 | 1,334 | 16.51 | 618 | 13.39 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 13,945 | 6.17 | 7,091 | 15.02 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 4,822 | 49.75 | 2,452 | 59.16 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 61,786 | 0.93 | 31,418 | 9.34 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 3,151 | 1,602 | ||||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 417,363 | 20.10 | 212,456 | 30.25 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 4,973 | 70.78 | 2,529 | 85.07 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 117,386 | 1.89 | 59,690 | 10.39 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 50,136 | 44.36 | 25,494 | 56.40 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -1,899 | -63.14 | -966 | -55.77 | |||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 2,177 | 0.05 | 1,107 | 8.33 | ||||
| 2025-07-23 | 13F | Spectrum 资产管理公司 (NB/CA) | 1,090 | 0.37 | 556 | 8.61 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 26,363 | 4.38 | 13,404 | 10.97 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 487,858 | 7.19 | 248,071 | 16.13 | ||||
| 2025-06-25 | NP | CLSUX - ClearBridge 可持续发展领袖基金 A 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,040 | 35.71 | 1,409 | 32.05 | ||||
| 2025-08-27 | NP | VBPIX - Vanguard Baillie Gifford 全球积极影响力股票基金投资者股票 | 19,882 | 23.98 | 10,110 | 34.32 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Call | 10,100 | 62.90 | 4,215 | 62.93 | |||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Put | 10,100 | 62.90 | 4,215 | 62.93 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 340,100 | 1.70 | 172,937 | 10.19 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 252,200 | 6.01 | 128,241 | 14.85 | |||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -28,894 | -14,692 | |||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 563 | 286 | ||||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 8,724 | 0.11 | 4,436 | 8.49 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 84,863 | 25.48 | 43,152 | 35.95 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 49,322 | 1.80 | 25,080 | 10.29 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 1,066 | 542 | ||||||
| 2025-08-14 | 13F | 道富银行 | 10,386,268 | 0.62 | 5,297,913 | 8.99 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 1,038 | 100.77 | 528 | 117.77 | ||||
| 2025-08-12 | 13F | 牧羊人财富管理有限公司责任有限公司 | 500 | 256 | ||||||
| 2025-07-30 | 13F | TLW 财富管理有限责任公司 | 31,386 | 0.42 | 15,959 | 8.79 | ||||
| 2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 54,303 | 7.31 | 27,491 | 13.00 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 1,933 | 40.07 | 983 | 51.78 | ||||
| 2025-07-10 | 13F | 红鹰财富顾问公司 | 2,795 | 3.52 | 1,421 | 12.15 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 6,484 | 7.74 | 3,297 | 16.71 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 466 | 25.61 | 237 | 35.63 | ||||
| 2025-08-12 | 13F | one8zero8有限责任公司 | 1,188 | 0.25 | 604 | 8.63 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 454 | 231 | ||||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 130 | 124.14 | 68 | 151.85 | ||||
| 2025-08-15 | 13F | 高瀑布顾问公司 | 1,449 | 0.07 | 737 | 8.39 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,781 | 1.25 | 906 | 9.70 | ||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 2,202 | 0.14 | 1,120 | 8.43 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 29 | 15 | ||||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 6,640 | 2.45 | 3,362 | 7.90 | ||||
| 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 | 134,720 | 199.46 | 68,203 | 215.33 | ||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 64,939 | 1,056.73 | 33,021 | 1,474.63 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 1,921 | 1 | ||||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 600 | 20.00 | 305 | 30.34 | |||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 2,805 | 3.58 | 1,427 | 12.28 | ||||
| 2025-06-23 | NP | CMNWX - 本金资本增值基金（fka西海岸股票基金）A级 | 85,945 | 4.31 | 39,841 | 1.46 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 5,682 | 2,889 | ||||||
| 2025-08-12 | 13F | PSI 顾问有限责任公司 | 2,705 | 17.35 | 1,375 | 27.20 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 12,289 | 1.69 | 6,249 | 10.16 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 138,457 | 10.25 | 70,404 | 19.44 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 5,173 | 9.71 | 2,631 | 18.90 | ||||
| 2025-09-09 | 13F | NWF咨询服务公司 | 714 | 363 | ||||||
| 2025-08-15 | NP | ADNIX - 美国灯塔ARK转型创新基金机构级 | 3,401 | 4.84 | 1,729 | 13.60 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 3,453 | 1,756 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 2,927 | 4.35 | 1,357 | 1.50 | ||||
| 2025-09-04 | 13F | VM 曼宁公司 | 1,994 | 953 | ||||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 72 | 37 | ||||||
| 2025-08-06 | 13F | 贝利·吉福德公司 | 553,898 | 21.37 | 281,652 | 31.49 | ||||
| 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 | 254,622 | 2.52 | 128,905 | 7.95 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 1,398 | 14.87 | 711 | 24.34 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 76 | 406.67 | 39 | 442.86 | ||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 509,951 | 15.01 | 258,168 | 21.10 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -3,880 | -1,973 | |||||
| 2025-08-26 | NP | SEEGX - 摩根大通大盘成长基金 I 类 | 840,177 | 66.80 | 427,222 | 127.00 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 49 | 4.26 | 25 | 9.09 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 589 | 24.79 | 435 | 96.38 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 7,163,991 | 1.80 | 3,642,818 | 10.29 | ||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 1,531 | 0.39 | 778 | 8.81 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 25,656 | 14.68 | 13,046 | 24.24 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 8,769 | 8.27 | 4,065 | 5.31 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 1,829 | 0.88 | 930 | 9.17 | ||||
| 2025-08-26 | NP | IGMAX - VY(R) Invesco Oppenheimer 全球投资组合 ADV 级 | 45,953 | 17.97 | 23,367 | 27.81 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 8 | 4 | ||||||
| 2025-07-25 | 13F | 自然投资有限公司 | 1,555 | 8.67 | 1 | |||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 9,032 | 0.26 | 4,593 | 8.61 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 170,813 | 0.16 | 86,857 | 8.51 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 11,241 | 1.26 | 5,716 | 9.71 | ||||
| 2025-07-29 | NP | PRCS-帕纳索斯核心精选 ETF | 4,853 | 136.73 | 2,468 | 156.44 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 850,285 | 10.54 | 432,361 | 19.76 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 134,120 | 7.71 | 67,900 | 13.42 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Call | 29,800 | 15,153 | |||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 9,488 | 38.05 | 4,825 | 51.13 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 400 | 33.33 | 203 | 45.00 | |||
| 2025-08-12 | 13F | XTX Topco有限公司 | 10,682 | 49.07 | 5,432 | 61.49 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 99,464 | 35.55 | 50,355 | 42.73 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 19,714 | 51.33 | 10,031 | 63.96 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 38,372 | 5.05 | 19,426 | 10.61 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 448 | 228 | ||||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 1,143 | 1.87 | 581 | 10.46 | ||||
| 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 | 115,733 | 0.87 | 53,649 | -1.89 | ||||
| 2025-07-29 | NP | PFGEX - Parnassus 成长股票基金投资者股票 | 2,278 | 6.85 | 1,158 | 15.80 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 161 | 43.75 | 82 | 55.77 | ||||
| 2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 9,840 | 1.24 | 5,004 | 9.69 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 13,117 | 6.08 | 6,670 | 14.92 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 2,412 | 1.56 | 1,226 | 10.05 | ||||
| 2025-07-22 | NP | DRAFX - 目的地实物资产基金 I 类 | 727 | 62.28 | 368 | 71.16 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 2,800 | 86.67 | 1,424 | 102.13 | |||
| 2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 587 | 4.82 | 298 | 13.74 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 2,800 | 86.67 | 1,424 | 102.13 | |||
| 2025-07-29 | NP | PRVS - 帕纳索斯价值精选 ETF | 647 | 23.24 | 329 | 33.33 | ||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 46,209 | 24.63 | 23,497 | 35.02 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 205 | 27.33 | 95 | 25.00 | ||||
| 2025-08-01 | 13F | Pavion Blue 资本有限责任公司 | 467 | 237 | ||||||
| 2025-08-08 | 13F | 财富联盟 | 569 | 18.05 | 289 | 27.88 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 143,215 | 9.50 | 72,504 | 15.31 | ||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth 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 | 1,372 | 74.78 | 636 | 106.49 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 116 | 16.00 | 59 | 26.09 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 3,416 | 0.74 | 1,737 | 9.11 | ||||
| 2025-07-23 | 13F | 莫雷与奎因财富合伙人有限责任公司 | 2,839 | 3.65 | 1,444 | 12.30 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 89,415 | 4.41 | 45,467 | 13.12 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 8,348 | 4,259 | ||||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 1,307 | 665 | ||||||
| 2025-03-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 520 | 0.19 | 248 | 17.62 | ||||
| 2025-07-30 | 13F | 福格尔资本管理公司 | 5,965 | 1.10 | 3,033 | 9.53 | ||||
| 2025-07-28 | 13F | 港湾信托投资管理公司 | 29,085 | 2.31 | 14,789 | 10.84 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 414 | 3.50 | 210 | 12.30 | ||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 1,390 | 1.46 | 707 | 9.80 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 1,108 | 32.85 | 563 | 43.99 | ||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 1,262 | 9.08 | 642 | 18.05 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 129,969 | 5.14 | 66,088 | 13.90 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 8,461 | 3.06 | 3,971 | 14.17 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 5,935 | 6.53 | 3,018 | 15.42 | ||||
| 2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 2,026 | 0.10 | 1,030 | 8.43 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 460 | 0 | ||||||
| 2025-07-14 | 13F | 星期五财经 | 860 | 0.12 | 437 | 8.17 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 783 | 1,205.00 | 363 | 1,192.86 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 13 | 30.00 | 7 | 50.00 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 1,654 | 12.14 | 841 | 21.39 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 1,232 | 578 | ||||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 478 | 243 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,671 | 17.92 | 1,351 | 29.53 | ||||
| 2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 488 | 9.17 | 248 | 18.66 | ||||
| 2025-06-26 | NP | FFLG - 富达增长机会 ETF | 4,034 | 1,870 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 176,523 | 415.44 | 89,760 | 458.45 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 3,212 | 4.93 | 1,633 | 13.72 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 781 | 15.88 | 397 | 25.63 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 925 | 4.64 | 471 | 13.53 | ||||
| 2025-07-17 | 13F | G&S资本有限责任公司 | 1,693 | 50.62 | 861 | 63.19 | ||||
| 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 | 31,035 | 7.08 | 15,712 | 12.75 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 13,111 | 4.80 | 6,154 | 16.09 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 5,270 | 57.78 | 2,680 | 89.33 | ||||
| 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 | 764 | 20.89 | 354 | 17.61 | ||||
| 2025-07-16 | 13F | 西尔维斯特顾问有限责任公司 | 1,060 | 2.22 | 539 | 10.70 | ||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 456 | 1.33 | 233 | 13.73 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 21,835 | 4.42 | 11,103 | 13.12 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 1,243 | 7.43 | 632 | 16.39 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 18,758 | 6.03 | 9,538 | 14.89 | ||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 478 | 0.42 | 243 | 8.52 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 445 | 0.91 | 226 | 9.18 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 831,301 | 1.72 | 422,708 | 10.20 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 1,511 | 1.61 | 768 | 10.03 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,528 | 4.16 | 774 | 9.65 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 30 | 15 | ||||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 201 | 102 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 65 | 33 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 54 | 27 | ||||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 8 | 4 | ||||||
| 2025-08-06 | 13F | 圆石顾问有限责任公司 | 1,648 | 29.76 | 838 | 40.44 | ||||
| 2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 16,777 | 8,531 | ||||||
| 2025-07-29 | 13F | 阿里斯顿服务集团 | 695 | 33.65 | 353 | 44.67 | ||||
| 2025-06-27 | NP | CAGEX - Calamos 全球股票基金 A 类 | 3,390 | 1,571 | ||||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 940 | 470 | ||||||
| 2025-08-08 | 13F | 施瓦茨·戴戈斯·惠勒投资顾问有限公司 | 419 | 213 | ||||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 170 | 86 | ||||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 10 | 5 | ||||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 14,912 | 1.86 | 7,582 | 10.35 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 2,603 | 1,324 | ||||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 950 | 62.39 | 483 | 76.28 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 124,426 | 14.68 | 63,269 | 24.24 | ||||
| 2025-08-07 | 13F | DJE 资本管理公司 | 91,779 | 7.02 | 46,805 | 18.89 | ||||
| 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 | 128,026 | 0.68 | 64,814 | 6.01 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 1,790 | 0.51 | 910 | 8.85 | ||||
| 2025-08-01 | 13F | 克拉克资产管理有限公司 | 4,023 | 2,046 | ||||||
| 2025-07-22 | 13F | 提升资本顾问有限责任公司 | 3,206 | 1.39 | 1,630 | 9.84 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 1,564 | 0.32 | 795 | 8.76 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 53,341 | 7.01 | 27,210 | 15.91 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 330 | 168 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 2,100 | 1,068 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 1,400 | 712 | |||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 49,486 | 1.53 | 25,163 | 10.00 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 1,069 | 18.38 | 544 | 28.37 | ||||
| 2025-08-25 | NP | DNLAX - 纽约梅隆银行自然资源基金 A 类 | 20,727 | 45.52 | 10,539 | 57.68 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 14,781 | 1.30 | 8 | 16.67 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 650 | 7.62 | 331 | 16.61 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 305 | 15.09 | 155 | 25.00 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 4,348 | 2,211 | ||||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 537 | 2.48 | 0 | |||||
| 2025-07-14 | 13F | 边境到海岸养老金合伙有限公司 | 125,558 | 21.30 | 64 | 31.25 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 5,300 | 39.47 | 2,695 | 51.09 | |||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 60,448 | 4.51 | 31 | 11.11 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 355,301 | 112.76 | 164,703 | 106.95 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 2,997 | 15.27 | 1,524 | 25.02 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 31,800 | 274.12 | 16,170 | 305.34 | |||
| 2025-08-14 | 13F | 克利福德集团有限责任公司 | 707 | 22.32 | 360 | 32.47 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 6 | ||||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 1,829 | 2.24 | 930 | 10.85 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 364,103 | 30.62 | 185,143 | 41.51 | ||||
| 2025-08-14 | 13F | 复星国际有限公司 | 547 | 12.32 | 278 | 21.93 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 307 | 134.35 | 156 | 155.74 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 5,248 | 24.80 | 2,669 | 35.23 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | TLCHX - 社会选择股票基金 | 1,507 | 2.80 | 766 | 11.34 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 214,172 | 2.62 | 108,904 | 11.18 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 5,975 | 0.56 | 3,038 | 8.97 | ||||
| 2025-07-08 | 13F | TL私人财富 | 456 | 233 | ||||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 29,473 | 1.97 | 14,987 | 10.47 | ||||
| 2025-07-29 | NP | LSAGX - Loomis Sayles 全球增长基金 A 类 | 3,073 | 105.00 | 1,556 | 115.97 | ||||
| 2025-08-12 | 13F | 塔博克斯家族办公室有限公司 | 6,614 | 0.23 | 3,363 | 8.59 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 1,046 | 0.19 | 532 | 8.81 | ||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 625 | 0 | ||||||
| 2025-08-29 | NP | Gamco 自然资源、黄金和收入信托 | 6,600 | 50.00 | 3,356 | 62.52 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 56 | 28 | ||||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 5,420 | 2,756 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 8,293,441 | 1.82 | 4,217,132 | 10.32 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 24,000 | 2.61 | 12,204 | 11.16 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 2,632 | 4.94 | 1,338 | 13.68 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 5,375 | 5.33 | 2,733 | 14.11 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 127 | 8.55 | 59 | 5.45 | ||||
| 2025-07-09 | 13F | DLK 投资管理有限公司 | 8,404 | 0.15 | 4,273 | 8.51 | ||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 1,307 | 0.15 | 665 | 8.50 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 4,375,790 | 1.94 | 2,225,047 | 10.45 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类 | 21,417 | 10,890 | ||||||
| 2025-08-07 | 13F | 霍华德贝利证券有限责任公司 | 707 | 360 | ||||||
| 2025-07-30 | 13F | 优势信托公司 | 820 | 24.24 | 417 | 34.63 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 1,631 | 2.97 | 829 | 11.57 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 1,342 | 0.52 | 682 | 8.95 | ||||
| 2025-06-30 | NP | CAPTX - 坎特伯雷投资组合恒温器基金机构股票 | 715 | 331 | ||||||
| 2025-07-29 | 13F | 基础有限公司 | 633 | 9.52 | 322 | 18.82 | ||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 1,753 | 3.67 | 891 | 12.36 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 1,501 | 72.93 | 763 | 87.47 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 2,060 | 4.83 | 1,048 | 13.56 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 2,794 | 1.86 | 1,421 | 10.33 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 股权收益账户 1 类 | 34,016 | 0.28 | 17,297 | 8.64 | ||||
| 2025-07-24 | 13F | 生动财富管理有限责任公司 | 1,088 | 1.87 | 553 | 10.38 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 128,688 | 1.28 | 60,400 | 12.19 | ||||
| 2025-07-23 | 13F | Hager 投资管理服务有限公司 | 336 | 11.63 | 171 | 20.57 | ||||
| 2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 1,573 | 0.45 | 800 | 8.71 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 489 | 249 | ||||||
| 2025-08-29 | NP | WEBCX - Teton Westwood 平衡基金 A 类 | 391 | 199 | ||||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 826 | 66.87 | 420 | 81.03 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 5,597 | 18.38 | 2,595 | 15.14 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 364 | 32.85 | 186 | 44.53 | ||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 3,803 | 15.24 | 1,934 | 24.87 | ||||
| 2025-07-15 | 13F | 斯托克顿银行 | 2,166 | 4.89 | 1,101 | 13.62 | ||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 400 | 203 | ||||||
| 2025-07-08 | 13F | 希科利角银行与信托公司 | 2,054 | 24.18 | 1,044 | 34.54 | ||||
| 2025-08-26 | NP | BGRWX - BARRETT GROWTH FUND 零售类 | 400 | 203 | ||||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 137 | 3.01 | 70 | 11.29 | ||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 449 | 228 | ||||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 4,098 | 2,084 | ||||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 95 | 7.95 | 48 | 17.07 | ||||
| 2025-08-05 | 13F | Castlekeep 投资顾问有限责任公司 | 2,713 | 5.28 | 1,380 | 14.06 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 1 | 1 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 5,840 | 65.91 | 2,970 | 79.72 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 2,284,074 | 1.03 | 1,161,429 | 9.45 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 104,478 | 53,126 | ||||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 105,691 | 11.71 | 53,743 | 21.02 | ||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 2,753 | 75.02 | 1,400 | 89.70 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 15,376 | 7.49 | 8 | 16.67 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 5,363 | 31.12 | 2,715 | 38.10 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 4,318 | 26.07 | 2,188 | 34.67 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 3,099 | 1.97 | 1,576 | 10.45 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 1,929 | 28.09 | 981 | 38.81 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 27,468 | 12,733 | ||||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 6,002 | 4.15 | 3,052 | 12.83 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 347,139 | 12.70 | 177 | 22.22 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 12,541 | 18.79 | 6,377 | 28.72 | ||||
| 2025-08-26 | NP | MADE - iShares 美国制造业 ETF | 1,616 | 51.17 | 822 | 63.87 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 2,686 | 0.86 | 1,366 | 9.29 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,612 | 8.48 | 820 | 17.50 | ||||
| 2025-04-24 | NP | 贝莱德基金 - 贝莱德商品策略基金投资者 A 股 | 3,310 | 5.08 | 1,591 | 8.45 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 297 | 2.41 | 151 | 11.03 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 613 | 3.20 | 312 | 11.87 | ||||
| 2025-08-07 | 13F | 高斯资本有限责任公司 | 13,881 | 0.36 | 7,058 | 8.74 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 130 | 58.54 | 66 | 73.68 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 28,226 | 0.62 | 14,353 | 9.01 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 11,875 | 1.73 | 6,038 | 10.22 | ||||
| 2025-07-31 | 13F | 达顿财富集团公司 | 399 | 203 | ||||||
| 2025-08-22 | NP | FFNHX - 工业投资组合初始类 | 17,800 | 5.95 | 9,051 | 14.79 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 829 | 6.69 | 422 | 15.66 | ||||
| 2025-06-30 | NP | IAUTX - 景顺股息收益基金 A 类 | 86,508 | 40,102 | ||||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 303,995 | 4.91 | 155 | 13.24 | ||||
| 2025-07-22 | 13F | JSF 金融有限责任公司 | 904 | 0.33 | 460 | 8.77 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 14,190 | 3.07 | 7,238 | 11.65 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 3,515 | 1.65 | 1,793 | 10.07 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 450 | 229 | ||||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 48 | 24 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 12,456 | 18.53 | 6,334 | 28.41 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 208 | 20.93 | 106 | 31.25 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 72,289 | 246.59 | 36,758 | 275.50 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 798 | 29.13 | 416 | 62.75 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 1,764 | 6.46 | 897 | 15.44 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 5 | 3 | ||||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 54,389 | 2.02 | 28 | 8.00 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 128 | 204.76 | 65 | 220.00 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 524 | 0.58 | 266 | 9.02 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 22,783 | 20.44 | 11,585 | 30.48 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 20,096 | 81.18 | 10,219 | 96.27 | ||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 1,231 | 0.08 | 626 | 8.32 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 913 | 464 | ||||||
| 2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 439 | 20.27 | 223 | 30.41 | ||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 417 | 212 | ||||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 19 | 35.71 | 9 | 80.00 | ||||
| 2025-07-17 | 13F | 西德卢瑟福有限公司 | 338 | 172 | ||||||
| 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 | 13 | 6 | ||||||
| 2025-08-08 | 13F | 创意策划 | 93,191 | 6.60 | 47,387 | 15.49 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | Call | 200 | 12 | |||||
| 2025-05-28 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 2,756 | 1,294 | ||||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 653 | 38.64 | 332 | 50.91 | ||||
| 2025-08-26 | NP | QLMVIX - ClearBridge 可变大盘价值投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,578 | 28.64 | 6,396 | 39.35 | ||||
| 2025-08-21 | NP | PBFDX - 佩森总回报基金 | 13,279 | 101.96 | 6,752 | 118.87 | ||||
| 2025-08-26 | NP | SAOPX - 巴雷特机会基金零售类 | 350 | 178 | ||||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 11,740 | 62.76 | 5,970 | 76.34 | ||||
| 2025-07-15 | 13F | 传统金融集团有限责任公司 | 3,829 | 1.97 | 1,947 | 10.44 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 17 | 9 | ||||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 8,602 | 3.66 | 4,374 | 14.44 | ||||
| 2025-07-25 | NP | LRGC - AB 美国大盘战略股票 ETF | 7,648 | 28.80 | 3,872 | 35.63 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 140,335 | 0.69 | 71,359 | 9.08 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 3,296 | 170.61 | 1,676 | 193.35 | ||||
| 2025-06-26 | NP | FCLAX - 富达顾问工业基金 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 | 46,200 | 10.53 | 21,416 | 7.51 | ||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 11,125 | 0.16 | 5,711 | 9.55 | ||||
| 2025-08-12 | 13F | 电力财富管理有限公司 | 661 | 336 | ||||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 9,855 | 98.45 | 5,011 | 115.06 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 1,281 | 0.16 | 652 | 8.50 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 1,123 | 6.55 | 571 | 15.59 | ||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 112 | 10.89 | 57 | 21.28 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 5,649 | 22.64 | 2,873 | 32.90 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 2,368 | 11.12 | 1,204 | 20.40 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 40 | 166.67 | 20 | 185.71 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 31 | 16 | ||||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 860 | 437 | ||||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 51,666 | 1.13 | 23,950 | -1.63 | ||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 654 | 0.15 | 333 | 8.50 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 3,989 | 17.08 | 2,019 | 23.26 | ||||
| 2025-08-06 | 13F | 尤克斯资产管理公司 | 2,781 | 2.09 | 1,414 | 10.64 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 2,003 | 1,019 | ||||||
| 2025-08-14 | 13F | 农林中金银行 | 74,202 | 1.56 | 37,731 | 10.03 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 311 | 0.32 | 158 | 8.97 | ||||
| 2025-08-12 | 13F | 统一资产管理有限责任公司 | 5,697 | 28.75 | 2,897 | 56.96 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 5 | 66.67 | 3 | 100.00 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 770 | 12.57 | 361 | 24.91 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 29,414 | 1.50 | 14,957 | 9.96 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 15,432 | 38.37 | 7,847 | 49.92 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 571 | 7.33 | 290 | 16.47 | ||||
| 2025-07-09 | 13F | 伯克希尔银行 | 3,584 | 0.39 | 1,822 | 8.78 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 1,111 | 565 | ||||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 274 | 17.60 | 139 | 23.21 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 25,997 | 9.36 | 12,051 | 6.38 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 3,547 | 1.17 | 1,804 | 9.60 | ||||
| 2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 4,843 | 1.42 | 2,470 | 9.88 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 114,400 | 92.92 | 58,171 | 109.01 | |||
| 2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 38,989 | 6.06 | 18,074 | 3.17 | ||||
| 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 | 363,926 | 8.17 | 184,241 | 13.90 | ||||
| 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 | 469,636 | 0.22 | 237,758 | 5.53 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 74,908 | 0.06 | 38,090 | 8.40 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 4,631 | 0.39 | 2,355 | 8.73 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,505 | 1.14 | 765 | 9.60 | ||||
| 2025-08-29 | NP | GCPAX - Gateway 股票认购溢价基金 A 类 | 2,108 | 15.82 | 1,072 | 25.41 | ||||
| 2025-06-25 | NP | TMSRX - T. Rowe Price 多策略总回报基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,288 | 10.18 | 597 | 7.18 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 167 | 84 | ||||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 185 | 86 | ||||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 1,776 | 18.64 | 903 | 28.63 | ||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 1,198 | 0.08 | 609 | 8.38 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 173,029 | 2.12 | 74,953 | 1.81 | ||||
| 2025-07-09 | 13F | 防波堤资本集团 | 1,734 | 1.70 | 882 | 10.13 | ||||
| 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 | 8,003 | 1.75 | 3,710 | -1.04 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 1,479 | 11.88 | 752 | 18.43 | ||||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 54 | 35.00 | 28 | 42.11 | ||||
| 2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 1,340 | 7.46 | 681 | 16.41 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 273 | 10.53 | 127 | 7.69 | ||||
| 2025-08-13 | 13F | 埃尔格森资本管理公司 | 756 | 0.13 | 384 | 8.47 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 5,994 | 5.44 | 3,048 | 14.21 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 13,492 | 2.98 | 6,861 | 11.60 | ||||
| 2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 596 | 0.17 | 303 | 8.60 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 9,358 | 0.65 | 4,758 | 9.03 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 6,017 | 0.67 | 3,060 | 9.06 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 76,900 | 39 | ||||||
| 2025-08-05 | 13F | 桥水顾问公司 | 1,139 | 3.64 | 582 | 14.82 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 6,051 | 9.96 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 350 | 0.57 | 179 | 9.20 | ||||
| 2025-07-10 | 13F | Rfg 控股公司 | 470 | 6.09 | 239 | 14.98 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 98,300 | 20.17 | 49,985 | 30.19 | ||||
| 2025-08-06 | 13F | TKG 顾问有限责任公司 | 1,057 | 82.56 | 537 | 98.15 | ||||
| 2025-05-23 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 902 | 38.77 | 423 | 53.82 | ||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 183 | 20.39 | 93 | 29.17 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 10,768 | 1.37 | 4,992 | -1.40 | ||||
| 2025-08-13 | 13F | 法国集团 | 41,666 | 206.57 | 21,138 | 224.24 | ||||
| 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 | 2,417 | 3.60 | 1,229 | 12.34 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 17,512 | 7.61 | 8,346 | 37.87 | ||||
| 2025-07-28 | 13F | Nvest金融有限责任公司 | 445 | 226 | ||||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 3,998 | 4.82 | 2,033 | 13.52 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 859 | 1.06 | 437 | 9.55 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 25,637 | 1.19 | 13,036 | 9.63 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 409,329 | 4.49 | 210,804 | 12.88 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 20,496 | 4.87 | 10,422 | 13.63 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 12,985 | 14.38 | 6,574 | 20.43 | ||||
| 2025-08-08 | 13F | 第一西部信托银行 | 721 | 0.70 | 367 | 8.93 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | Call | 6 | 20.00 | 30 | 7.41 | |||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 295,801 | 4.97 | 150,412 | 13.72 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 3,488 | 3.01 | 1,617 | 0.19 | ||||
| 2025-07-11 | 13F | Bond & Devick 金融网络公司 | 1,105 | 9.95 | 562 | 19.11 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 415,037 | 10.67 | 211,042 | 19.90 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 8,783 | 4.90 | 4,466 | 13.67 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 1,430 | 3,077.78 | 727 | 3,361.90 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 668 | 340 | ||||||
| 2025-08-14 | 13F | 极地资本控股有限公司 | 36,077 | 6.28 | 18,345 | 15.14 | ||||
| 2025-09-08 | 13F | 另类投资顾问有限责任公司。 | 706 | 0.28 | 359 | 8.79 | ||||
| 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 | 5,240 | 8.47 | 2,664 | 17.51 | ||||
| 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 | 24,606 | 1.59 | 12,512 | 10.05 | ||||
| 2025-08-12 | 13F | RD Lewis 控股公司 | 2,503 | 3.05 | 1,268 | 8.47 | ||||
| 2025-07-24 | NP | FBOT - 富达颠覆性自动化 ETF | 11,526 | 69.43 | 5,835 | 78.44 | ||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 1,720 | 871 | ||||||
| 2025-07-10 | 13F | 财务管理网络公司 | 437 | 228 | ||||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 3,797 | 2.57 | 1,931 | 11.11 | ||||
| 2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 2,580 | 7.63 | 1,312 | 16.53 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 426,074 | 4.21 | 216,702 | 12.90 | ||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 101,841 | 51,785 | ||||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 41,593 | 31.50 | 21,150 | 42.47 | ||||
| 2025-07-22 | 13F | 火棘财富合作伙伴有限公司 | 656 | 32.79 | 334 | 44.16 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -3,540 | -31.10 | -1,641 | -14.13 | |||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 1,124 | 113.28 | 571 | 126.59 | ||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 411 | 209 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 148,490 | 1.29 | 75,520 | 9.78 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 5,359 | 6.92 | 3 | 0.00 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 750 | 1.08 | 381 | 9.48 | ||||
| 2025-08-14 | 13F | 频谱金融联盟有限公司 | 54,126 | 3.14 | 27,441 | 11.41 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 5,701 | 177.83 | 2,899 | 200.93 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 517 | 12.64 | 263 | 21.86 | ||||
| 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 | 62,563 | 1.03 | 29,002 | -1.73 | ||||
| 2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 519 | 0.19 | 264 | 8.23 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 8,864 | 6.37 | 4,487 | 12.01 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 8,519 | 54.19 | 4,332 | 67.03 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 4,204 | 19.91 | 2,138 | 29.91 | ||||
| 2025-07-22 | 13F | 阿尔塔财富顾问有限责任公司 | 470 | 0.21 | 239 | 8.18 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 75,471 | 1.01 | 38,377 | 9.43 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 3,159 | 19.75 | 1,606 | 29.73 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 972 | 12.24 | 494 | 21.67 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 33,049 | 10.79 | 16,805 | 20.03 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 9,249 | 8.10 | 4,703 | 17.11 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 1,311 | 0.46 | 667 | 8.82 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 1,440 | 0.21 | 732 | 8.61 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 770 | 8.30 | 361 | 19.93 | ||||
| 2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 2,598 | 1.05 | 1,321 | 71.78 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 27,222 | 2.91 | 13,842 | 11.49 | ||||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 590 | 37.53 | 300 | 49.25 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 18,318 | 3.32 | 8,491 | 0.51 | ||||
| 2025-07-22 | 13F | MBL 财富有限责任公司 | 787 | 9.00 | 400 | 18.34 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 4 | 2 | ||||||
| 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 | 131,017 | 0.95 | 66,621 | 9.37 | ||||
| 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 | 15,386 | 15.74 | 7,824 | 25.39 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 32,773 | 2.51 | 16,665 | 11.06 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 61,699 | 6.06 | 31,373 | 14.90 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 3,360 | 963.29 | 1,709 | 1,054.05 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 5,504 | 2.59 | 2,799 | 11.16 | ||||
| 2025-07-15 | 13F | 退休收入解决方案公司 | 400 | 203 | ||||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 117 | 10.38 | 60 | 18.00 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,195,499 | 0.27 | 1,617,753 | 5.58 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 48,366 | 0.29 | 24,594 | 8.65 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 67,866 | 7.49 | 31,460 | 4.55 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 953 | 6.60 | 484 | 15.51 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 4,234 | 2,153 | ||||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 18 | 50.00 | 9 | 80.00 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,445 | 7.76 | 735 | 16.69 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 243,762 | 1.26 | 124 | 9.82 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 985 | 1.76 | 502 | 10.35 | ||||
| 2025-08-14 | 13F | 松港财富管理有限责任公司 | 1,039 | 529 | ||||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 800 | 407 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Loomis Sayles 全球增长基金 (I) | 19,484 | 31.00 | 9,907 | 41.93 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -2,869 | -23.70 | -1,459 | -17.35 | |||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 7,779 | 1.43 | 3,956 | 9.89 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 4,632 | 1.76 | 2,355 | 10.25 | ||||
| 2025-07-14 | 13F | 扎根财富顾问公司 | 820 | 16.48 | 420 | 39.07 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 4,531 | 9.84 | 2,304 | 18.96 | ||||
| 2025-07-24 | 13F | 东方银行 | 4,739 | 21.11 | 2,410 | 31.21 | ||||
| 2025-06-27 | NP | Calamos 全球总回报基金 | 1,860 | 862 | ||||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 3,127 | 0.03 | 1,590 | 8.02 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 2,580,228 | 10.09 | 1,312,020 | 19.27 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 7,294 | 7.79 | 3,709 | 16.75 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 1,180 | 1.90 | 600 | 10.50 | ||||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 5,185 | 5.30 | 2,637 | 14.06 | ||||
| 2025-08-05 | 13F | 德克萨斯银行与信托公司 | 2,400 | 19.70 | 1,220 | 29.65 | ||||
| 2025-07-21 | 13F | 克鲁斯银行及信托公司 | 3,629 | 0.17 | 1,845 | 8.53 | ||||
| 2025-07-29 | 13F | 西北象限财富管理有限责任公司 | 2,513 | 0.24 | 1,278 | 8.67 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 62,266 | 1.14 | 32 | 10.71 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 30,384 | 17.65 | 15,450 | 27.47 | ||||
| 2025-07-21 | 13F | 杰克逊财富管理有限责任公司 | 915 | 465 | ||||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 683 | 14.21 | 348 | 23.93 | ||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 1,519 | 0.60 | 773 | 9.04 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 17,927 | 41.40 | 9,116 | 53.19 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 5,349 | 22.15 | 2,720 | 46.58 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 915 | 34.36 | 465 | 45.77 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 477 | 10.93 | 243 | 20.40 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 2,822 | 165.98 | 1,435 | 188.73 | ||||
| 2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 1,005 | 24.38 | 511 | 34.83 | ||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 22,201 | 205.93 | 11,289 | 231.51 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 6,196 | 37.14 | 3,151 | 67.11 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 8 | 14.29 | 4 | 33.33 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 2,193 | 24.25 | 1,115 | 34.66 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 900 | 458 | ||||||
| 2025-07-17 | 13F | 格里森集团公司 | 3,076 | 0.29 | 1,564 | 8.69 | ||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 6,184 | 17.03 | 3,131 | 23.23 | ||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 150,035 | 4.64 | 76,291 | 13.37 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 17,719 | 7.48 | 8,970 | 13.17 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 698 | 0.72 | 355 | 8.92 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 2,752 | 59.08 | 1,399 | 72.50 | ||||
| 2025-08-07 | 13F | 奥特曼顾问公司 | 3,859 | 1.37 | 1,962 | 11.17 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -9 | -118.00 | ||||||
| 2025-08-07 | 13F | 中西部信托公司 | 41,881 | 21,296 | ||||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 994 | 2.47 | 505 | 10.99 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 9,585 | 2.13 | 4,874 | 10.65 | ||||
| 2025-08-14 | 13F | 维斯塔资本合伙公司 | 438 | 223 | ||||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 9,924 | 691.39 | 5,046 | 758.16 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 2,573 | 2.35 | 1,308 | 10.94 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 6,882 | 9.43 | 3,500 | 18.53 | ||||
| 2025-08-29 | NP | Harris Oakmark ETF Trust - Oakmark 美国大盘股 ETF | 26,534 | 78.95 | 13,492 | 93.88 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,004 | 4.04 | 465 | 1.31 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 1,176 | 8.89 | 598 | 17.75 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 34,200 | 13.62 | 17,390 | 23.10 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 2,166 | 4.08 | 1,101 | 12.81 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 146 | 8.96 | 74 | 19.35 | ||||
| 2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿战略多资产投资组合 1 级 | 2,467 | 42.93 | 1,254 | 54.81 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 10,352 | 329.72 | 5,264 | 365.75 | ||||
| 2025-07-23 | 13F | 海山金融集团公司 | 1,315 | 669 | ||||||
| 2025-08-25 | NP | KOOL - 北岸股票轮动 ETF | 1,959 | 92.81 | 996 | 109.24 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 3,970 | 3.33 | 2,019 | 11.98 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 23,990 | 1.88 | 12,199 | 10.37 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 13,170 | 52.04 | 6,696 | 64.72 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 20 | 400.00 | 10 | 900.00 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 4,751 | 0.02 | 2,416 | 8.34 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 2,293,546 | 0.56 | 1,166,245 | 8.95 | ||||
| 2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 10,105 | 5,138 | ||||||
| 2025-06-26 | NP | USAAX - 成长基金股票 | 27,298 | 81.88 | 12,654 | 76.93 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 2,045 | 5.63 | 1 | |||||
| 2025-07-28 | 13F | JGP 财富管理有限责任公司 | 3,249 | 1.37 | 1,652 | 9.84 | ||||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 1,722 | 7.56 | 876 | 16.51 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 1,133 | 58.02 | 576 | 71.43 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 30,542 | 1.18 | 14,335 | 12.07 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 345 | 175 | ||||||
| 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 | 109,047 | 7.17 | 50,550 | 4.24 | ||||
| 2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 26,714 | 1.25 | 13,584 | 9.70 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 136,349 | 2.71 | 69,332 | 11.28 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 大盘价值投资组合 I 类 | 38,337 | 22.96 | 19,494 | 33.21 | ||||
| 2025-07-15 | 13F | 科维亚金融 | 10,243 | 5,208 | ||||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 100,300 | 58.20 | 51,002 | 71.40 | ||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 765 | 389 | ||||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 6,111 | 24.41 | 3,107 | 34.79 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 16,806 | 9.26 | 8,546 | 18.37 | ||||
| 2025-07-30 | 13F | 哨兵有限责任公司 | 1,760 | 0.06 | 895 | 8.36 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 3,417 | 0.35 | 1,738 | 8.70 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 582 | 6.01 | 296 | 14.79 | ||||
| 2025-08-06 | 13F | 峰会财富与退休规划公司 | 565 | 287 | ||||||
| 2025-08-06 | 13F | 科技银行/pa | 34 | 9.68 | 17 | 21.43 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 323,900 | 10.40 | 164,700 | 19.60 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 8,000 | 700.00 | 4,068 | 767.16 | |||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 29,341 | 7.19 | 14,920 | 16.13 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 3,233 | 22.55 | 1,644 | 32.71 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 21,146 | 5.04 | 10,705 | 10.60 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 577 | 293 | ||||||
| 2025-08-12 | 13F | BWM 规划有限责任公司 | 436 | 222 | ||||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 20,365 | 9.07 | 10,355 | 18.17 | ||||
| 2025-08-13 | 13F | 泰德·布坎公司 | 424 | 216 | ||||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 40,415 | 20,551 | ||||||
| 2025-08-05 | 13F | 西区投资管理公司 | 521 | 6.98 | 265 | 16.23 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 6,707 | 1.21 | 3,410 | 9.65 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 599 | 20.52 | 306 | 30.34 | ||||
| 2025-06-26 | NP | 克拉夫全球股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | 克拉夫全球机会基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 22,300 | 15.54 | 11,339 | 25.18 | |||
| 2025-06-26 | NP | 克拉夫全球股息和收益基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 1,120 | 570 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 15,100 | 480.77 | 7,678 | 529.34 | |||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 6,703 | 21.48 | 3,408 | 31.63 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 637 | 324 | ||||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 483,211 | 303.53 | 245,708 | 337.18 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 3,910 | 5.68 | 1,988 | 14.52 | ||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 57,300 | 47.68 | 29,136 | 60.00 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 845 | 22.64 | 430 | 32.82 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 610 | 20.32 | 310 | 30.25 | ||||
| 2025-08-13 | 13F | Alphinity投资管理有限公司 | 3,538 | 1,799 | ||||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 420 | 213 | ||||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 5,541,778 | 2.06 | 2,810,807 | 10.43 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 12,681 | 5.54 | 6,448 | 14.35 | ||||
| 2025-06-27 | NP | CVLOX - Calamos 全球增长与收入基金 A 类 | 5,660 | 2,624 | ||||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 617 | 2.83 | 314 | 11.39 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 37,790 | 5.93 | 19,216 | 14.76 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 426 | 217 | ||||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 2,390 | 0.76 | 1,215 | 9.16 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 7 | 4 | ||||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 2,010 | 14.99 | 1,022 | 24.51 | ||||
| 2025-07-23 | 13F | 比林尼联营公司 | 4,750 | 206.45 | 2 | |||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 942 | 4.78 | 479 | 13.54 | ||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 562 | 286 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 4,452 | 7.30 | 2,264 | 16.23 | ||||
| 2025-07-23 | 13F | 阳光资本管理有限公司 | 1,029 | 0.29 | 523 | 8.73 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 4,360 | 16.73 | 2,217 | 26.47 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 314 | 102.58 | 160 | 120.83 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 17,900 | 57.02 | 9,102 | 70.11 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 多元化价值投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,426 | 11.60 | 6,827 | 20.90 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 4,242 | 33.44 | 2,195 | 50.27 | ||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 272,239 | 138.99 | 137,824 | 151.65 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 3,250 | 186.60 | 1,653 | 210.53 | ||||
| 2025-07-21 | 13F | 安角储蓄银行 | 2,624 | 0.77 | 1,334 | 9.17 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 604 | 26.62 | 307 | 37.67 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 25,013 | 1.73 | 12,719 | 10.22 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 1,117 | 22.48 | 570 | 32.87 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 1,328 | 19.32 | 1 | |||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 62 | 195.24 | 32 | 244.44 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 2,299 | 4.26 | 1,169 | 13.06 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 3,828 | 1,946 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 159,529 | 1.40 | 81,339 | 9.83 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 193,459 | 6.53 | 98,372 | 15.41 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 1,438 | 7.55 | 731 | 16.59 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 1,191 | 33.52 | 605 | 44.74 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 27 | 350.00 | 14 | 8.33 | ||||
| 2025-06-25 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,980 | 15.70 | 1,845 | 12.51 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 5,062 | 10.14 | 2,574 | 19.29 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 8,412 | 6.68 | 4,277 | 15.59 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 5,342 | 39.22 | 2,716 | 50.89 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁梅隆自然资源投资组合初始级别 | 5,407 | 53.56 | 2,749 | 66.40 | ||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 2,337 | 46.34 | 1,188 | 58.61 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 842,882 | 573.91 | 428,597 | 630.11 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,206 | 4.87 | 559 | 2.01 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 3,995 | 0.28 | 2,031 | 8.67 | ||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 839 | 19.18 | 426 | 29.09 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 3,244 | 2.89 | 1,625 | 16.07 | ||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 681 | 1.34 | 346 | 9.84 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 238 | 105.17 | 110 | 100.00 | ||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 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 | 62,065 | 1.87 | 28,771 | -0.91 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 5,594 | 24.78 | 2,844 | 35.17 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 100 | 47 | ||||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 581 | 1.57 | 295 | 10.07 | ||||
| 2025-08-22 | NP | FFIDX - 富达基金 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 | 32,600 | 89.53 | 16,577 | 105.35 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 400 | 203 | ||||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 1,986 | 1,010 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 391 | 287.13 | 199 | 321.28 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 2,076 | 7.79 | 1,056 | 16.83 | ||||
| 2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 7,368 | 52.23 | 3,416 | 48.09 | ||||
| 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 | 5,806 | 1.84 | 2,691 | -0.92 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 1,769 | 2.08 | 899 | 10.58 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 460 | 0.44 | 234 | 8.88 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 467 | 0.21 | 0 | |||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 10,628 | 0.12 | 5,404 | 8.47 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 10,583 | 39.05 | 5 | 66.67 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 374 | 190 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 3,104 | 63.89 | 1,578 | 77.50 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 236,269 | 30.32 | 120,140 | 41.19 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 5,567 | 1.27 | 2,831 | 9.69 | ||||
| 2025-08-04 | 13F | 格兰特街资产管理公司 | 569 | 30.21 | 290 | 40.98 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 780,600 | 6.99 | 396,927 | 15.91 | ||||
| 2025-07-16 | 13F | 自由州顾问有限公司 | 574 | 0.35 | 292 | 8.58 | ||||
| 2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 5,259 | 5.20 | 2,674 | 13.98 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 501 | 255 | ||||||
| 2025-08-06 | 13F | 罗斯柴尔德公司英国财富管理有限公司 | 1,178,858 | 1.59 | 599,438 | 10.06 | ||||
| 2025-07-08 | 13F | 利夫斯伯格财务咨询 | 77 | 39 | ||||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 400 | 203 | ||||||
| 2025-08-14 | 13F | 马林银行 | 1,271 | 1.76 | 646 | 10.24 | ||||
| 2025-08-14 | 13F | 尤利西斯管理有限责任公司 | Call | 6,500 | 3,305 | |||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 71,178 | 23.47 | 36,193 | 33.77 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 178 | 90 | ||||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 2,036 | 25.68 | 1,035 | 36.18 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | Call | 300 | 153 | |||||
| 2025-07-17 | 13F | 鹰财富策略有限公司 | 443 | 0.23 | 225 | 8.70 | ||||
| 2025-08-18 | 13F | 惠灵顿资本管理公司 | 759 | 1 | ||||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 3,466 | 2.21 | 1,762 | 10.75 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 129,010 | 2.95 | 66 | 12.07 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 38,950 | 44.76 | 19,806 | 56.83 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 240,096 | 1.24 | 122,086 | 9.68 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 135 | 0.75 | 69 | 9.68 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 21,647 | 3.62 | 10,035 | 0.79 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 915 | 83.00 | 465 | 100.43 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 111 | 15.62 | 56 | 24.44 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 2,206 | 8.40 | 1,122 | 17.38 | ||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 1,681 | 26.30 | 855 | 41.86 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 2,270 | 0.35 | 1,154 | 8.77 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 5,877 | 1.64 | 2,988 | 10.14 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 27,969 | 31.22 | 14,222 | 42.17 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 103,844 | 15.65 | 52,804 | 25.30 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 6,894 | 41.24 | 3,517 | 53.00 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 7,700 | 266.67 | 3,902 | 299.28 | |||
| 2025-07-17 | 13F | Enclave 顾问有限公司 | 605 | 20.52 | 308 | 30.64 | ||||
| 2025-08-08 | 13F | 创意策划 | Put | 2,900 | 23 | |||||
| 2025-08-13 | 13F | RWC 资产管理有限公司 | 758 | 385 | ||||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 496 | 7.83 | 252 | 17.21 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, 有限责任公司 | 541 | 3.24 | 275 | 12.24 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 945 | 0.21 | 481 | 8.60 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 7,110 | 3,615 | ||||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 93 | 93.75 | 47 | 113.64 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,127 | 4.64 | 573 | 13.47 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 19,875 | 51.59 | 10,106 | 64.25 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 17 | 8 | ||||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 109,399 | 1.76 | 55,628 | 10.25 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks 财富管理有限责任公司 | 408 | 207 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-13 | 13F | 期权解决方案有限公司 | 1,540 | 0.72 | 783 | 9.21 | ||||
| 2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 164,898 | 7.28 | 83,849 | 16.22 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 25,300 | 0.40 | 12,865 | 8.77 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-22 | NP | 基石总回报基金公司 | 11,800 | 16.83 | 6,000 | 26.58 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 46 | 27.78 | 23 | 43.75 | ||||
| 2025-08-01 | 13F | 火力资本管理有限公司 | 5,692 | 0.12 | 2,894 | 8.47 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 1,678 | 1.08 | 853 | 9.50 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 7,666 | 1.54 | 3,898 | 10.02 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 7,214 | 4.41 | 3,668 | 13.14 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 12,497 | 6,355 | ||||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 591 | 1.20 | 301 | 9.49 | ||||
| 2025-08-13 | 13F | 蓝鳍资本公司 | 946 | 481 | ||||||
| 2025-06-25 | NP | BKCG——纽约梅隆银行集中增长ETF | 5,461 | 2,532 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 58 | 27 | ||||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 763 | 19.22 | 389 | 29.24 | ||||
| 2025-07-10 | 13F | 老父亲金融服务有限责任公司 | 1,190 | 0.25 | 605 | 8.44 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,563,713 | 0.95 | 795,132 | 9.36 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -72,858 | 395.70 | -37,048 | 437.07 | |||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 8,479 | 2.03 | 4,312 | 10.54 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 12 | 100.00 | 6 | 200.00 | ||||
| 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 | 5,888 | 0.55 | 2,981 | 5.86 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 7,763 | 13.91 | 3,927 | 16.26 | ||||
| 2025-08-14 | 13F/A | 最前沿分析有限责任公司 | 1,126 | 0.36 | 572 | 8.54 | ||||
| 2025-05-27 | NP | FSRRX - 富达战略实际回报基金 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 | 930 | 830.00 | 436 | 938.10 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 11 | 83.33 | 6 | 150.00 | ||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 1,603 | 0.63 | 815 | 8.97 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 2,394 | 40.99 | 1,217 | 52.89 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 1,169 | 594 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 23,301 | 59.36 | 10,842 | 77.42 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,107 | 10.37 | 513 | 7.55 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 18 | 5.88 | 9 | 28.57 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 105,449 | 2.62 | 53,620 | 11.17 | ||||
| 2025-07-07 | 13F | 惠理投资公司 | 1,475 | 9.99 | 749 | 19.08 | ||||
| 2025-07-09 | 13F | 定义财富管理有限公司 | 2,037 | 0.59 | 1,036 | 8.95 | ||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,803 | 19.43 | 17,619 | 25.76 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 18,145 | 10.41 | 9,227 | 19.62 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 107,955 | 0.90 | 54,894 | 9.31 | ||||
| 2025-07-15 | 13F | 克拉鲁斯集团公司 | 510 | 259 | ||||||
| 2025-08-13 | 13F | 格莱斯顿资本管理有限公司 | 147,329 | 17.81 | 74,915 | 27.63 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 618,736 | 8.37 | 315 | 17.60 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -124 | -63 | |||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 2,568 | 0.59 | 1,306 | 8.93 | ||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 744 | 3.05 | 378 | 11.83 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 2,170 | 1,103 | ||||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 21 | 11 | ||||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 10,039 | 19.10 | 5,105 | 29.02 | ||||
| 2025-08-01 | 13F | 雪松点资本合伙人有限责任公司 | 1,656 | 2.79 | 842 | 11.38 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 38,382 | 3.07 | 19,515 | 4.93 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 610 | 8.93 | 310 | 18.32 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 534 | 3.89 | 271 | 12.45 | ||||
| 2025-08-14 | 13F | 纳帕财富管理 | 2,426 | 1,234 | ||||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 642 | 31.02 | 327 | 41.74 | ||||
| 2025-08-11 | 13F | 克拉迪斯投资咨询有限责任公司 | 908 | 81.60 | 462 | 97.01 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 4,341 | 0.51 | 2,198 | 5.83 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 2,100 | 40.00 | 1,068 | 51.56 | |||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 16,994 | 0.58 | 7,878 | -2.16 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 1,568 | 105.77 | 797 | 123.25 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 21,691 | 0.12 | 11,030 | 8.48 | ||||
| 2025-07-17 | 13F | 皇冠橡树顾问有限责任公司 | 24,225 | 0.05 | 12,318 | 8.40 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 14,612 | 2.81 | 7,430 | 11.39 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 4,570 | 17.09 | 2,324 | 26.80 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 1,199 | 0.17 | 620 | 12.32 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 201,489 | 4.11 | 93,402 | 1.27 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 7,097 | 33.48 | 3,609 | 44.61 | ||||
| 2025-07-31 | 13F | DDD 合作伙伴有限责任公司 | 828 | 0.73 | 421 | 9.35 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 1,526 | 32.24 | 776 | 43.25 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 4,593 | 0.33 | 2,336 | 8.71 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 166 | 6.41 | 84 | 12.00 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 595 | 303 | ||||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 2,262 | 1,150 | ||||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 2,203 | 33.11 | 1,120 | 44.14 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 1,773 | 904 | ||||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 1,551 | 6.67 | 789 | 15.54 | ||||
| 2025-07-16 | 13F | 草原伍德资本有限责任公司 | 1,341 | 6.43 | 682 | 15.23 | ||||
| 2025-08-07 | 13F/A | 贝尔投资咨询有限公司 | Call | 0 | 344 | |||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 8,919 | 12.63 | 4,515 | 18.60 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 406,943 | 23.15 | 206,927 | 33.41 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 49,790 | 50.35 | 25,318 | 62.88 | ||||
| 2025-08-13 | 13F | 挪威银行 | 3,103,784 | 1,578,243 | ||||||
| 2025-08-13 | 13F | RW投资管理有限责任公司 | 3,452 | 1.65 | 1,755 | 10.17 | ||||
| 2025-08-05 | 13F | Triglav 基金有限公司 | 19,809 | 92.34 | 10,072 | 108.34 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 414 | 31.01 | 211 | 41.89 | ||||
| 2025-07-09 | 13F | 中央谷顾问有限公司 | 526 | 0.19 | 267 | 8.54 | ||||
| 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 | 5,792 | 8.14 | 2,932 | 13.86 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 536,917 | 35.71 | 273,017 | 47.03 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 4,119 | 0.64 | 2,103 | 9.42 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -80 | -41 | |||||
| 2025-06-26 | NP | SEG Partners多空股票基金 | Short | -1,093 | -507 | |||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 219,231 | 3.77 | 101,627 | 0.94 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 962 | 43.58 | 490 | 55.73 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 426 | 9.51 | 217 | 18.68 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 7,827 | 0.27 | 3,628 | -2.47 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 2,301 | 1,170 | ||||||
| 2025-04-01 | NP | PKW - 景顺回购成功者 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 151,223 | 33.09 | 72,067 | 56.73 | ||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 859 | 45.10 | 398 | 41.13 | ||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 862 | 4.23 | 438 | 12.89 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 44,624 | 1.53 | 20,686 | -1.24 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 334 | 60.58 | 170 | 74.23 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 2,678 | 1,362 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 66,810 | 10.25 | 30,970 | 7.24 | ||||
| 2025-07-11 | 13F | 海岸资本集团有限责任公司 | 410 | 209 | ||||||
| 2025-09-03 | 13F | 美国信托 | 8,808 | 1.03 | 4,479 | 9.46 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 31,563 | 9.40 | 16,049 | 18.52 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Loomis Sayles 成长投资组合 IB 类 | 19,865 | 21.15 | 10,101 | 31.27 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 7,456 | 5.98 | 3,791 | 14.84 | ||||
| 2025-07-30 | 13F | 花岗岩港顾问公司 | 668 | 5.86 | 340 | 14.53 | ||||
| 2025-07-24 | NP | Tema ETF 信托 - Tema 垄断和寡头 ETF | 2,509 | 31.02 | 1,270 | 38.04 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 63,246 | 7.33 | 32,160 | 16.29 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 1,561 | 31.07 | 794 | 41.86 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 127 | 8.55 | 65 | 18.52 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 201,614 | 0.16 | 103 | 8.51 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 7,838 | 1.41 | 3,999 | 9.84 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 3,693 | 15.66 | 1,878 | 25.30 | ||||
| 2025-08-14 | 13F | 运营顾问有限责任公司 | 500 | 254 | ||||||
| 2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 5,331 | 0.06 | 2,711 | 8.40 | ||||
| 2025-08-01 | 13F | 莫特科 | 2,934 | 3.75 | 1,539 | 15.90 | ||||
| 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 | 34,887 | 15.56 | 17,662 | 21.67 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 多元化股息基金系列 I | 13,220 | 28.42 | 6,722 | 39.14 | ||||
| 2025-08-06 | 13F | 360金融公司 | 443 | 0.23 | 225 | 8.70 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 98 | 10.11 | 0 | |||||
| 2025-08-08 | 13F | KBC 集团 | 98,136 | 0.91 | 50 | 8.89 | ||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 777 | 0.13 | 395 | 8.52 | ||||
| 2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 6,362 | 11.99 | 3,235 | 21.34 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 203 | 45.00 | |||||
| 2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 16,510 | 8,395 | ||||||
| 2025-06-05 | NP | GTTMX - 定量美国总市场股票投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 769,292 | 46.77 | 391,177 | 59.01 | ||||
| 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 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 1,647,960 | 5.11 | 763,928 | 2.24 | ||||
| 2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 145,000 | 108 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,465 | 7.33 | 679 | 4.46 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 243,914 | 874.84 | 124,028 | 956.18 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 7,405 | 0.18 | 3,765 | 8.53 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 2,865 | 0.21 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 95,359 | 19,164.44 | 48,489 | 20,800.43 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 1,568 | 3.57 | 797 | 12.25 | ||||
| 2025-07-01 | 13F | 私人客户服务有限公司 | 479 | 244 | ||||||
| 2025-07-21 | 13F | DMKC 咨询服务有限公司 | 13,039 | 199.13 | 6,508 | 218.24 | ||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 318 | 0.32 | 161 | 8.78 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 970 | 493 | ||||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,700 | 53.93 | 6,351 | 49.73 | ||||
| 2025-08-25 | NP | MBCGX - MassMutual 选择蓝筹成长基金 A 类 | 20,632 | 17.02 | 10,491 | 26.78 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 2,839 | 17.70 | 1,444 | 27.47 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 8,495,811 | 11.88 | 4,320,035 | 21.21 | ||||
| 2025-07-25 | 13F | 阿波罗金融有限责任公司 | 932 | 0.43 | 474 | 8.74 | ||||
| 2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 25,249 | 0.31 | 12,839 | 8.69 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 509,771 | 11.74 | 259,213 | 22.53 | ||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 90 | 21.62 | 46 | 32.35 | ||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 1,442 | 152.54 | 734 | 173.51 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 77,021 | 20.14 | 39,164 | 30.16 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 6,003 | 3.32 | 3,052 | 11.96 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 943 | 1.51 | 480 | 9.86 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 528 | 1.73 | 268 | 10.29 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 673 | 2.28 | 342 | 11.04 | ||||
| 2025-06-30 | NP | VDIGX - 先锋股息增长基金投资者股票 | 1,861,159 | 13.72 | 862,759 | 10.61 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 17,943 | 7.40 | 9,124 | 16.36 | ||||
| 2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 425 | 223 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 162,758 | 3.81 | 75,448 | 0.97 | ||||
| 2025-08-05 | 13F | 子午线管理公司 | 10,358 | 5,431 | ||||||
| 2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 3,399 | 6.59 | 1,728 | 15.05 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 258 | 131 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,491,495 | 10.22 | 758,410 | 19.41 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 565 | 0.18 | 287 | 8.71 | ||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 3,061 | 0.10 | 1,556 | 8.43 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 2,594 | 34.75 | 1,319 | 45.96 | ||||
| 2025-07-09 | 13F | 灵感财富顾问有限公司 | 2,345 | 0.09 | 1,192 | 8.46 | ||||
| 2025-07-29 | 13F | 天鹅全球投资有限公司 | 439 | 223 | ||||||
| 2025-07-18 | 13F | 精准财富策略有限责任公司 | 3,852 | 1,959 | ||||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 1,047 | 532 | ||||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 956 | 27.30 | 486 | 38.07 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,055 | 1,880 | ||||||
| 2025-08-14 | 13F | 阿伯丁财富管理有限公司 | 1,027 | 0.10 | 522 | 8.32 | ||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 2,133 | 44.51 | 1 | |||||
| 2025-08-13 | 13F | 韩国投资公司 | 203,574 | 17.85 | 103,515 | 27.68 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 473,060 | 7.36 | 240,577 | 16.29 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 900 | 17.04 | 459 | 27.15 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 2,396 | 955.51 | 1,213 | 1,011.93 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 7,842 | 3.55 | 3,989 | 12.18 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 4,330 | 99.63 | 2,018 | 98.13 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 95,705 | 6.32 | 49,859 | 18.01 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 7,065 | 7.81 | 3,592 | 16.78 | ||||
| 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 | 84,927 | 0.89 | 39,369 | -1.86 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 12,100 | 245.71 | 6,153 | 274.67 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP Loomis Sayles 全球增长基金标准级 | 5,586 | 18.67 | 2,840 | 28.56 | ||||
| 2025-08-14 | 13F | 休闲资本管理 | 2,901 | 0.52 | 1,475 | 8.94 | ||||
| 2025-07-22 | 13F | 金融洞察公司 | 401 | 204 | ||||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 54,471 | 0.65 | 25,251 | -2.10 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 1,220 | 19.14 | 566 | 16.02 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 804 | 21.63 | 373 | 18.10 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 564 | 287 | ||||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 782 | 4.55 | 398 | 13.11 | ||||
| 2025-08-07 | 13F | 卡希尔财务顾问公司 | 2,090 | 10.58 | 1,063 | 19.73 | ||||
| 2025-07-17 | 13F | 朱红财富管理有限公司 | 1,071 | 0.19 | 544 | 8.58 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 15,748 | 5.61 | 7,973 | 11.20 | ||||
| 2025-07-28 | 13F | CGC 金融服务有限责任公司 | 414 | 11.59 | 211 | 20.69 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 2,343 | 12.37 | 1,191 | 21.78 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 20,223 | 2.91 | 10,283 | 11.49 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 1,574 | 1.35 | 801 | 9.89 | ||||
| 2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 2,350 | 1,190 | ||||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 605 | 4.13 | 308 | 12.87 | ||||
| 2025-07-24 | NP | FMILX - 富达新千年基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,000 | 16.75 | 34,932 | 22.94 | ||||
| 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 | 19,011 | 2.39 | 9,625 | 7.82 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 1,784 | 2.29 | 907 | 10.88 | ||||
| 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 | 15 | 15.38 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | 圆财富管理有限公司 | 1,332 | 44.31 | 677 | 56.35 | ||||
| 2025-08-14 | 13F | 阿穆森亨萨克联合有限责任公司 | 1,005 | 2.55 | 513 | 11.06 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 93 | 5.68 | 47 | 14.63 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 609 | 0.16 | 310 | 8.42 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 257 | 0.39 | 131 | 8.33 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 196,551 | 13.58 | 100,698 | 24.80 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 295,682 | 2.43 | 150,351 | 10.97 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,111 | 9.00 | 11,640 | 6.03 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 1,093 | 58.87 | 557 | 72.45 | ||||
| 2025-08-14 | 13F | 东海岸资产管理有限公司。 | 10,239 | 0.18 | 5,206 | 8.53 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 348,572 | 11.44 | 177,245 | 20.73 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 6 | 3 | ||||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 1,648 | 3.06 | 838 | 11.73 | ||||
| 2025-08-14 | 13F | JP Marvel 投资顾问有限公司 | 27,710 | 0.11 | 14,090 | 8.46 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 28 | 3.70 | 14 | 16.67 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 10,601 | 0.53 | 5,392 | 8.93 | ||||
| 2025-08-04 | 13F | WNY资产管理有限责任公司 | 590 | 20.41 | 300 | 31.00 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 17,245 | 45.33 | 8,769 | 57.44 | ||||
| 2025-07-24 | NP | EPGAX - 富达顾问股票增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 308,000 | 5.08 | 155,928 | 10.65 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 1,217 | 16.46 | 619 | 26.12 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 741 | 0.27 | 377 | 8.67 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 3,066 | 38.86 | 1,564 | 50.58 | ||||
| 2025-08-27 | NP | LOGO - Alpha Brands(TM) 消费领袖 ETF | 346 | 176 | ||||||
| 2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 6,857 | 36.84 | 3,487 | 86.22 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 2,111 | 44.00 | 1,073 | 52.41 | ||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 475 | 5.32 | 242 | 14.22 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5,745 | 119.86 | 2,928 | 138.74 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 1,366 | 11.06 | 1 | |||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 9,913 | 8.02 | 5,041 | 17.02 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,239 | 1.81 | 574 | -0.86 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 8,948 | 4,550 | ||||||
| 2025-07-25 | 13F | 北美社区银行 | 4,453 | 1.11 | 2,264 | 9.58 | ||||
| 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 | 122,452 | 7.89 | 61,993 | 13.61 | ||||
| 2025-07-28 | NP | AVLV - Avantis 美国大盘价值 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 | 203,675 | 26.14 | 103,113 | 32.82 | ||||
| 2025-08-07 | 13F | PFG顾问 | 1,272 | 1.03 | 647 | 9.49 | ||||
| 2025-08-08 | 13F | 地平线家族财富有限公司 | 636 | 0.32 | 324 | 8.75 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 40,639 | 30.29 | 20,665 | 41.16 | ||||
| 2025-07-22 | 13F | 希尔岛金融有限公司 | 661 | 24.02 | 336 | 34.40 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | 18,451 | 2.86 | 9,382 | 11.44 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 2,937 | 30.01 | 1,493 | 40.85 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 140 | 9.38 | 71 | 18.33 | ||||
| 2025-08-15 | 13F | 尼库斯基金融公司 | 8,013 | 1.47 | 4,075 | 9.93 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 207 | 25.45 | 105 | 36.36 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 5,576 | 3.28 | 2,835 | 11.92 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 1,330 | 0.99 | 676 | 9.39 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 150,084 | 0.80 | 76,316 | 9.21 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 15 | 8 | ||||||
| 2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 4,555 | 4.35 | 2,190 | 7.67 | ||||
| 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 | 91,283 | 21.41 | 46,416 | 31.54 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 2,185 | 4.70 | 1,111 | 13.48 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 4,112 | 30.96 | 2,091 | 41.89 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 1,217 | 4.82 | 619 | 13.79 | ||||
| 2025-07-14 | 13F | 斯特林集团财富管理有限责任公司 | 408 | 207 | ||||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 817 | 0.99 | 415 | 9.50 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 6,483 | 5.11 | 3,005 | 2.25 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 3,429 | 1.15 | 1,744 | 9.55 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 4,550 | 2,314 | ||||||
| 2025-07-14 | 13F | CRA 金融服务有限责任公司 | 1,184 | 0.51 | 602 | 8.88 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 1,234 | 44.67 | 627 | 56.75 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 1,840 | 73.75 | 936 | 88.51 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 1,968 | 0.20 | 1,001 | 8.58 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 14,313 | 4.39 | 7,278 | 13.10 | ||||
| 2025-07-23 | NP | IEDAX - Voya 大盘价值基金 A 类 | 32,528 | 29.03 | 16,468 | 35.87 | ||||
| 2025-08-11 | 13F | 多元化投资组合公司 | 820 | 0.24 | 417 | 8.62 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 597 | 304 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 202 | 169.33 | 103 | 264.29 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 7 | 4 | ||||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 3,199 | 38.13 | 1,627 | 49.59 | ||||
| 2025-07-09 | 13F | 鲍曼公司 | 396 | 201 | ||||||
| 2025-08-07 | 13F | 第一达拉斯证券公司 | 841 | 0.12 | 427 | 8.38 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 60,800 | 40.74 | 30,916 | 52.48 |
