机构和基金投资人持股 - 买家
在DTE能源公司中开设新头寸的主要持有者包括 GQG 合作伙伴有限责任公司, CGDV - Capital Group 股息价值 ETF 股份类别, GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票, GQRRX - GQG PARTNERS 全球优质股票基金 R6 股, Glenmede投资管理有限公司, 萨斯奎哈纳投资组合策略有限责任公司, 交响金融有限公司, JNL 系列信托 - JNL 多管理人美国精选股票基金 (A), 北区资本管理有限责任公司, 加洛合伙公司, GQFPX - GQG PARTNERS 全球优质股息收益基金投资者股份, 龟资系列信托 - 龟精能源基金, Abc 套利 Sa, 瑞穗证券美国有限公司, VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类, 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金, FCG投资公司, 弗里登塔尔金融公司, Puff 财富管理有限责任公司, 和 NEWZ - StockSnips 人工智能情绪美国全市值 ETF .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 2,525 | 0.04 | 334 | -4.30 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 28,087 | 1.82 | 3,720 | -2.46 | ||||
| 2025-08-14 | 13F | Yaupon资本管理有限责任公司 | 213,813 | 11.83 | 28,322 | 7.13 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 208,818 | 5.34 | 27,470 | 0.14 | ||||
| 2025-07-11 | 13F | 量子金融顾问有限责任公司 | 1,958 | 0.41 | 259 | -3.72 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 558,826 | 5.63 | 74,022 | 1.19 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 58,100 | 3.20 | 7,696 | -1.14 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 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 | 17,196 | 73.19 | 2,278 | 65.96 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 38,745 | 5 | ||||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 142,492 | 15.91 | 19 | 12.50 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 150,287 | 0.66 | 19,907 | -3.57 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 1,200 | 40.52 | 159 | 33.90 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 3,863 | 0.78 | 512 | -3.40 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 603 | 80 | ||||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 32,557 | 1.11 | 4,312 | -3.14 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 2,133 | 5.54 | 283 | 1.08 | ||||
| 2025-07-08 | 13F | 五重奏私人银行（欧洲）SA | 185 | 25 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 3,172 | 20.47 | 433 | 23.01 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 197,028 | 1.97 | 26,098 | -2.31 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 2,721 | 2.29 | 360 | -1.91 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 59,280 | 7.81 | 8,197 | 23.45 | ||||
| 2025-08-26 | NP | SOPAX - ClearBridge 股息策略基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 692,320 | 0.09 | 91,705 | -4.12 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 3,270 | 28.64 | 447 | 31.56 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 11,350 | 1,555 | ||||||
| 2025-07-17 | 13F | 城市控股公司 | 8,327 | 3.26 | 1,103 | -1.08 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 3,129 | 2.96 | 414 | -1.43 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 15,827 | 0.43 | 2,096 | -3.76 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 68,366 | 7.38 | 9,056 | 2.87 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 22,164 | 3,036 | ||||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 111,924 | 5.47 | 14,825 | 1.04 | ||||
| 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 | 94,717 | 1.47 | 12,976 | 15.96 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 4,627 | 613 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型价值投资组合 A 类 | 5,820 | 0.76 | 771 | -3.51 | ||||
| 2025-04-24 | NP | FAAAX - 富兰克林 K2 另类策略基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 10,537 | 15.13 | 1,440 | 17.66 | ||||
| 2025-07-31 | 13F | 卡雷拉资本顾问公司 | 3,342 | 53.30 | 446 | 47.19 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 20,500 | 162.82 | 2,698 | 153.33 | |||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 200 | 0 | ||||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 5,127 | 0.51 | 679 | -3.69 | ||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 32,961 | 7.88 | 4,366 | 3.36 | ||||
| 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 | 1,491 | 98.54 | 197 | 91.26 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 5,315 | 1.43 | 704 | -2.76 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 81,391 | 13.98 | 11,122 | 16.50 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 42 | 6 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 3,264 | 17.71 | 446 | 20.54 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 184 | 60.00 | 24 | 60.00 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 21,799 | 6.92 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,079,051 | 15.80 | 142,090 | 10.43 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,130 | 18.45 | 156 | 35.65 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,348 | 12.85 | 601 | 12.36 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17,727 | 54.35 | 2,346 | 49.62 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,299 | 702 | ||||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,057 | 1.44 | 140 | -2.78 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 1,693 | 1.68 | 224 | -2.61 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 12,238 | 1,621 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 83,281 | 186.84 | 11,031 | 174.81 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 灵活管理的基金 | 175,900 | 175.90 | 23,300 | 164.31 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 2,444 | 1.71 | 321 | 2.24 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 79,500 | 258.11 | 10,531 | 243.11 | |||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 135,225 | 17,912 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 10,071 | 4.22 | 1,334 | -0.15 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 3,765,318 | 182.60 | 499 | 170.65 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 15,181 | 1.14 | 2,011 | -3.13 | ||||
| 2025-08-04 | 13F/A | 626 金融有限责任公司 | 1,820 | 241 | ||||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 3,449 | 12.24 | 471 | 14.88 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 120 | 16 | ||||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89,947 | 7.87 | 12,323 | 23.27 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 4,292 | 9.99 | 588 | 25.91 | ||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 6,085 | 1.52 | 806 | -2.78 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 22,298 | 19.56 | 2,954 | 14.55 | ||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 45,053 | 46.52 | 5,968 | 40.37 | ||||
| 2025-07-14 | 13F | 湖岸财务规划公司 | 5,747 | 0.10 | 761 | -4.16 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 39,544 | 7.15 | 5,238 | 2.65 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 107,140 | 3.14 | 14 | 0.00 | ||||
| 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 | 20,229 | 2.07 | 2,680 | -2.23 | ||||
| 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 | 727 | 46.28 | 96 | 41.18 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 16,938 | 26.67 | 2,244 | 21.37 | ||||
| 2025-03-27 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 10,043 | 7.85 | 1,204 | 4.07 | ||||
| 2025-08-05 | 13F | 达林 |奥斯马诺有限责任公司 | 1,988 | 0.81 | 263 | -3.31 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 3,034 | 402 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 100 | 13 | |||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 7,013 | 0.17 | 958 | 2.35 | ||||
| 2025-08-29 | NP | JAFRX - 资本增值价值信托资产净值类别 | 16,500 | 196.44 | 2,186 | 184.14 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 7,662 | 2.56 | 1,015 | -1.84 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 538 | 2.28 | 71 | -1.39 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 58,200 | 101.38 | 7,709 | 92.92 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,589 | 50.05 | 210 | 43.84 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 3,078 | 3.32 | 408 | -0.97 | ||||
| 2025-08-14 | 13F | MGB 财富管理有限责任公司 | 4,359 | 9.74 | 574 | 5.71 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 56,377 | 0.36 | 7,468 | -3.86 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 4,720 | 16.20 | 645 | 18.60 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 3,429 | 454 | ||||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 2,089 | 0.72 | 277 | -3.50 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 62 | 31.91 | 8 | 33.33 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 462 | 1.09 | 61 | -3.17 | ||||
| 2025-03-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,429 | 71.14 | 171 | 66.02 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 130,115 | 1.17 | 17 | 0.00 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 23,630 | 1.92 | 3,130 | -2.34 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 6,541 | 322.55 | 866 | 306.57 | ||||
| 2025-07-30 | NP | ALPS ETF 信托 - ALPS 电气化基础设施 ETF | 1,827 | 250 | ||||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 13,114 | 0.28 | 1,737 | -3.98 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 2,608 | 44.57 | 356 | 47.72 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 4,372 | 579 | ||||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 19,305 | 1.92 | 2,645 | 16.48 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 459,672 | 59.99 | 60,070 | 49.89 | ||||
| 2025-04-29 | 13F | 佩森公司 | 339 | 13.00 | 47 | 27.78 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 2,184 | 289 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 13,960 | 1.99 | 1,913 | 16.59 | ||||
| 2025-09-02 | NP | EIPIX - EIP 成长和收益基金 I 类 | 7,284 | 10.63 | 1,008 | 11.75 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 4,641 | 2.81 | 615 | -1.60 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 247 | 11.26 | 33 | 6.67 | ||||
| 2025-08-26 | NP | IFRA - iShares 美国基础设施 ETF | 147,762 | 13.39 | 19,573 | 8.62 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 399 | 53 | ||||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 354,403 | 0.33 | 47 | -4.17 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 413 | 62.60 | 56 | 69.70 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 19,834 | 5.97 | 2,627 | 1.55 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 24,089 | 2.52 | 3,193 | -1.63 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 45,900 | 9.29 | 6,080 | 4.68 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 20,994 | 5.05 | 2,869 | 7.38 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 12,938 | 5.15 | 1,714 | 0.71 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 1,663 | 3.16 | 220 | -0.90 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 7,941 | 29.27 | 1,085 | 32.16 | ||||
| 2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 365,903 | 98.48 | 48,468 | 90.14 | ||||
| 2025-03-27 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 1,995 | 239 | ||||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 33,110 | 2.51 | 4,386 | -1.81 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 83 | 6.41 | 11 | 37.50 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 14,298 | 9.89 | 1,714 | 9.31 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 12,331 | 1,633 | ||||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 33,574 | 2.63 | 4,447 | -1.68 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 3,176 | 421 | ||||||
| 2025-08-08 | 13F | 国民年金服务 | 256,704 | 0.90 | 34,003 | -3.33 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 126 | 17 | ||||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 4 | 100.00 | 1 | |||||
| 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 | 51,198 | 1.58 | 7,014 | 16.09 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 20 | 66.67 | 3 | 100.00 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,231 | 2.67 | 163 | -1.21 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 7,150 | 234.89 | 947 | 221.02 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 233,917 | 12.13 | 30,985 | 7.42 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 900 | 119 | ||||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,144 | 1,214.94 | 157 | 1,460.00 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 575 | 145.73 | 76 | 137.50 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 4,576 | 606 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林收入焦点 ETF | 27,982 | 20.63 | 3,706 | 15.56 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 5,606 | 0.23 | 743 | -4.01 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 109,699 | 0.84 | 14,531 | -3.40 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 1,155 | 0.79 | 153 | -3.16 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 5,935 | 40.87 | 1 | |||||
| 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 | 284,788 | 11.86 | 37,723 | 7.16 | ||||
| 2025-08-26 | NP | QLMMIX - ClearBridge 可变中盘投资组合 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 | 35,000 | 6.38 | 4,636 | 1.91 | ||||
| 2025-07-09 | 13F | 创业板资产管理有限公司 | 3,777 | 4.39 | 495 | -0.80 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 41,564 | 0.71 | 5,506 | -3.52 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 15,095 | 2.49 | 1,999 | -0.74 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 12,427 | 8.63 | 1,646 | 4.11 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 1,015,208 | 176.47 | 134,474 | 164.86 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 63,896 | 26.08 | 8,463 | 20.76 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 1,763 | 9.98 | 0 | |||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 974 | 85.52 | 129 | 79.17 | ||||
| 2025-08-14 | 13F | 采石场LP | 967 | 142.36 | 128 | 132.73 | ||||
| 2025-08-15 | 13F | 资产配置策略有限责任公司 | 2,190 | 6.47 | 290 | 2.11 | ||||
| 2025-07-28 | NP | UPW - ProShares Ultra 实用程序 | 1,988 | 10.44 | 272 | 12.92 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 63,804 | 77.08 | 8,451 | 69.63 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 1,548 | 205 | ||||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 3,414 | 0.74 | 453 | -3.41 | ||||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | 265 | 3.92 | 35 | 0.00 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,142 | 2.15 | 435 | 3.09 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -53 | -7 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 24,589 | 498.42 | 3,257 | 473.42 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 52,279 | 22.75 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 206 | 110.20 | 27 | 107.69 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 5,895 | 0.94 | 781 | -3.35 | ||||
| 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 | 94,756 | 7.47 | 12,551 | 2.96 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 3,435 | 3.31 | 455 | -0.87 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 5 | 150.00 | 1 | |||||
| 2025-08-12 | 13F | APG 资产管理公司 | 197,893 | 76.38 | 22,331 | 55.48 | ||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 52,522 | 3.91 | 6,957 | -0.44 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 5,676 | 1,100.00 | 778 | 1,287.50 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 384,026 | 1.36 | 52,612 | 15.83 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 20,057 | 10.22 | 2,741 | 12.62 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 48 | 200.00 | 6 | 200.00 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 5,263 | 6.19 | 721 | 21.38 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 34,150 | 6.83 | 5 | 0.00 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 33 | 22.22 | 4 | 33.33 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 17,205 | 18.50 | 2,357 | 35.46 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 2,095 | 12.15 | 287 | 28.70 | ||||
| 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 | 458,167 | 1.01 | 62,769 | 15.43 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 3,935 | 0.20 | 521 | -3.87 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 538 | 0 | ||||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 10,627 | 3.35 | 1,408 | -0.99 | ||||
| 2025-08-25 | NP | YLDE - ClearBridge 股息策略 ESG ETF 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 | 8,944 | 1.45 | 1,185 | -2.79 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 7,183 | 0.70 | 951 | -3.55 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 953,740 | 20.37 | 126,332 | 15.31 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 78 | 5.41 | 11 | 25.00 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 456 | 83.87 | 62 | 87.88 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 3,928 | 30.50 | 520 | 54.30 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 73 | 8.96 | 10 | 25.00 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 5,077 | 11.07 | 696 | 27.06 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 37,201 | 29.83 | 4,934 | 24.41 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 35,613 | 0.32 | 5 | 0.00 | ||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 2,100 | 278 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,163 | 8.14 | 432 | 10.49 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 96,788 | 2.31 | 13 | -7.69 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 15,200 | 68.89 | 2 | 100.00 | |||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 51 | 7 | ||||||
| 2025-07-30 | 13F | 廉洁顾问公司 | 6,704 | 0.90 | 888 | -3.27 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 2 | 0 | ||||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 68 | 9 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 58,179 | 7,706 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 5,990,388 | 7.78 | 793,487 | 3.26 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,277,900 | 201.85 | 301,731 | 189.17 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 45,506 | 0.45 | 6,028 | -3.77 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 7,444 | 11.57 | 986 | 6.94 | ||||
| 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 | 203 | 17.34 | 28 | 35.00 | ||||
| 2025-08-11 | 13F | 信托银行 | 9,086 | 4.83 | 1,204 | 0.42 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 2,892 | 2.12 | 383 | -0.52 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 14,899 | 1.45 | 1,974 | -2.81 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 3,118 | 4.95 | 413 | 0.73 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 17,966 | 21.05 | 2,487 | 21.15 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,171 | 10.10 | 1,256 | 25.85 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 99,261 | 4.97 | 13,148 | 0.56 | ||||
| 2025-08-15 | NP | MBOVX - M 大盘价值基金 | 3,700 | 490 | ||||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 238 | 32 | ||||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 90 | 12 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL T. Rowe Price 资本增值基金 2 级 | 34,600 | 198.71 | 4,583 | 186.26 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 5 | 150.00 | 1 | |||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 2,294 | 0.61 | 304 | -3.81 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 25,964,872 | 4.18 | 3,439,307 | -0.19 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 25,969 | 2.28 | 3,440 | -2.02 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 145 | 8.21 | 0 | |||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 4,577 | 2.95 | 606 | -1.30 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 2,211 | 0.55 | 293 | -3.95 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 9,308 | 0.01 | 1,233 | -4.20 | ||||
| 2025-08-28 | NP | GQRRX - GQG PARTNERS 全球优质股票基金 R6 股 | 313,472 | 41,523 | ||||||
| 2025-08-14 | 13F | 乌龟资本顾问有限公司 | 145,700 | 14.13 | 19,299 | 9.33 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 10,431 | 27.80 | 1,382 | 22.43 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 8,278 | 235.01 | 1,097 | 221.41 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 11,265 | 7.43 | 1,492 | 2.97 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 17,328 | 11.53 | 2,295 | 6.84 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 34,516 | 50.58 | 4,572 | 44.24 | ||||
| 2025-08-14 | 13F | 安盛公司 | 20,329 | 2,693 | ||||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 62,054 | 4.38 | 8,220 | -0.01 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 52,677 | 158.89 | 6,978 | 148.03 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,407,682 | 8.14 | 186,462 | 3.60 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 2,816 | 15.32 | 373 | 10.39 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 5,256 | 197.96 | 696 | 186.42 | ||||
| 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 | 4,594 | 5.58 | 609 | 1.16 | ||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 36,383 | 1.83 | 4,819 | -2.45 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 650 | 4.17 | 89 | 20.27 | ||||
| 2025-08-08 | 13F | 创意策划 | 74,841 | 5.59 | 9,913 | 1.15 | ||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 4,158 | 206.41 | 551 | 221.64 | ||||
| 2025-07-31 | 13F | WFA资产管理公司 | 356 | 1.14 | 39 | 0.00 | ||||
| 2025-06-25 | NP | FXU - First Trust Utilities 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 | 275,358 | 211.27 | 37,724 | 255.75 | ||||
| 2025-07-16 | 13F | FCG投资公司 | 8,747 | 1,159 | ||||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 1,983 | 15.63 | 263 | 10.55 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 2,082 | 0.34 | 276 | -4.18 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 3,306 | 16.86 | 453 | 33.33 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 1,578 | 218 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 4,056 | 29.46 | 537 | 24.02 | ||||
| 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 | 15,609 | 3.49 | 2,133 | 5.75 | ||||
| 2025-06-18 | NP | RGIAX - 全球基础设施基金 A 类 | 7,729 | 78.33 | 1,059 | 103.85 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 242,670 | 30.71 | 32,144 | 25.22 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 3,717 | 7.83 | 492 | 3.36 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 2,401 | 9.89 | 318 | 5.30 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 50,724 | 6.56 | 6,719 | 2.08 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 40,293 | 191.75 | 5,337 | 179.57 | ||||
| 2025-08-13 | 13F/A | StoneX集团公司 | 1,662 | 211 | ||||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 46,516 | 9.33 | 6,162 | 4.74 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 10,750 | 1,424 | ||||||
| 2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 25,913 | 1.49 | 3,550 | 16.01 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 7,036 | 1.76 | 932 | -2.51 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 4,481 | 8.53 | 594 | 4.04 | ||||
| 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 | 297,940 | 8.87 | 40,714 | 11.27 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 4,793 | 2.50 | 635 | -1.86 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 2,454 | 3.90 | 325 | -0.31 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 33 | 5 | ||||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 10,500 | 2.97 | 1,391 | -1.35 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 30,421 | 9.64 | 4,030 | 5.03 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 39 | 2.63 | 5 | 0.00 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 3,868,743 | 147.22 | 530,018 | 182.52 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 17,601 | 13.43 | 2,331 | 8.67 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 13,886 | 4,336.42 | 1,839 | 5,308.82 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 8,848 | 26.91 | 1 | |||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 6 | 50.00 | 1 | |||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 63,107 | 0.12 | 8,359 | -4.08 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 225 | 0.90 | 30 | -3.33 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 200,118 | 26,508 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 4,898 | 3.20 | 649 | -1.22 | ||||
| 2025-08-14 | 13F | 南岸银行 | 9,278 | 0.27 | 1,229 | -3.99 | ||||
| 2025-05-20 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 621 | 7.07 | 86 | 21.43 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 960 | 8.72 | 127 | 4.10 | ||||
| 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 | 70,190 | 1.46 | 9,616 | 15.95 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 47 | 20.51 | 6 | 20.00 | ||||
| 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 | 2,763 | 843.00 | 366 | 1,006.06 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 265 | 3.92 | 35 | 12.90 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 5,775 | 0.31 | 765 | -3.90 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 7,226 | 9.01 | 957 | 4.48 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 公用事业部门基金 (a) | 100,935 | 15.91 | 13,370 | 11.04 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 46,898 | 8.92 | 6,212 | 4.35 | ||||
| 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 | 104,791 | 1.26 | 14,320 | 3.49 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 721,943 | 3.28 | 95,629 | -1.06 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 1,534 | 203 | ||||||
| 2025-08-25 | NP | 美国基金保险系列-资产配置基金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 | 848,144 | 11.94 | 112,345 | 7.24 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 40,110 | 2.99 | 5,313 | -1.34 | ||||
| 2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 488,225 | 64,670 | ||||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 1,767 | 5.12 | 234 | 0.86 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 149 | 9.56 | 20 | 5.56 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 835 | 456.67 | 111 | 450.00 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 3,559 | 471 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 47,421 | 8.30 | 6,281 | 3.75 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心中型价值基金 | 56,575 | 43.12 | 7,751 | 63.57 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 28 | 100.00 | 4 | 200.00 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 6,715 | 889 | ||||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 44 | 193.33 | 6 | 150.00 | ||||
| 2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 141,795 | 0.05 | 18,782 | -4.15 | ||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 3,275 | 58.60 | 431 | 52.84 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 118,851 | 0.85 | 16,241 | 3.07 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 5,310 | 444.06 | 727 | 521.37 | ||||
| 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 | 224,488 | 2.72 | 29,736 | -1.59 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 7,600 | 1,007 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 26,112 | 4.49 | 3,459 | 0.09 | ||||
| 2025-07-25 | NP | BMSFX - MFS 混合研究中型股票基金 A | 6,767 | 29.17 | 925 | 32.00 | ||||
| 2025-08-14 | 13F | 橡子财富顾问有限责任公司 | 5,149 | 0.57 | 682 | -3.54 | ||||
| 2025-07-28 | NP | VMSGX - 中型股战略增长基金 | 41,115 | 9.83 | 5,618 | 12.27 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 12,677 | 154.51 | 1,679 | 144.04 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 449 | 26.12 | 59 | 20.41 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 3,273 | 480.32 | 448 | 568.66 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,264 | 13.57 | 167 | 9.15 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 29,386 | 3.60 | 3,892 | -0.76 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 29,184 | 1,673.03 | 4 | |||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 1,187 | 163 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 39,691 | 3.76 | 5,257 | -0.59 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 3,220 | 427 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 64 | 10.34 | 9 | 33.33 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 2,017 | 0.20 | 267 | -3.61 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 8,878 | 3.71 | 1,176 | -0.68 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 162,941 | 21.09 | 21,446 | 16.71 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 38,404 | 9.07 | 5,087 | 4.48 | ||||
| 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 | 75,045 | 23.14 | 9,940 | 17.97 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 2,500 | 127.27 | 331 | 117.76 | |||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 5,376 | 712 | ||||||
| 2025-08-11 | 13F | 独立顾问联盟 | 9,149 | 3.25 | 1,212 | -1.14 | ||||
| 2025-07-22 | NP | DRAFX - 目的地实物资产基金 I 类 | 1,934 | 384.71 | 264 | 428.00 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 3,500 | 483.33 | 464 | 464.63 | |||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 101,400 | 11.10 | 13,431 | 6.43 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 8,607 | 0.40 | 1,179 | 14.80 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 2,158 | 6.10 | 286 | 1.42 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 40,159 | 5,319 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 51,600 | 119.57 | 6,835 | 110.34 | |||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 84 | 12 | ||||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 8,398 | 42.39 | 1,112 | 36.44 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 23,340 | 11.85 | 3,092 | 7.14 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 6 | 1 | ||||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 330,751 | 2.39 | 43,811 | -1.91 | ||||
| 2025-03-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 35,340 | 71.19 | 4,237 | 65.21 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 10,938 | 285.28 | 1 | |||||
| 2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,905 | 28.84 | 535 | 47.11 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 8,617 | 3.57 | 1,191 | 18.63 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 3,199 | 17.44 | 424 | 12.50 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 109,942 | 93.78 | 14,563 | 85.65 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 600 | 79 | ||||||
| 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 | 4,030 | 1.59 | 552 | 16.21 | ||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | Call | 6,200 | 821 | |||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | 154 | 20 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 4,525 | 1.62 | 599 | -2.60 | ||||
| 2025-07-21 | 13F | 111资本 | 3,815 | 505 | ||||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 14,344 | 1,900 | ||||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 703 | 0.86 | 93 | -3.12 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 146 | 37.74 | 19 | 35.71 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型价值投资组合 I 类 | 26,287 | 19.55 | 3,482 | 14.51 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 132,925 | 4.37 | 18,211 | 19.28 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 9,332 | 3.23 | 1,246 | -1.03 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 249,225 | 0.54 | 33,012 | -3.68 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 321 | 286.75 | 43 | 281.82 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 77 | 63.83 | 10 | 66.67 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 37,384 | 2.34 | 4,952 | -1.96 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 24,711 | 2.34 | 3,273 | -1.95 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 18,931 | 2,508 | ||||||
| 2025-08-14 | 13F | 十年可再生合作伙伴有限公司 | 47,000 | 6,226 | ||||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 7,907 | 0.37 | 1,047 | -3.86 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 1,972 | 20.17 | 261 | 14.47 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 875 | 11.61 | 120 | 27.96 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 7,715 | 2.62 | 1,022 | 0.10 | ||||
| 2025-08-26 | NP | JXI - iShares 全球公用事业 ETF | 20,048 | 7.75 | 2,656 | 3.23 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 19,528 | 15.24 | 2,587 | 10.37 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 478 | 65 | ||||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,298 | 3.65 | 304 | -0.65 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 31,078 | 7.49 | 4,117 | 2.98 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 23,848 | 7.37 | 3 | 0.00 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 67,114 | 0.42 | 8,890 | -3.80 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 9,493 | 122.27 | 1,297 | 160.97 | ||||
| 2025-07-09 | 13F | 费玛塔顾问有限责任公司 | 1,971 | 3.25 | 261 | -0.76 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 973 | 1,495.08 | 133 | 1,550.00 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 54,052 | 8.39 | 7,405 | 23.87 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 293 | 41 | ||||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,388 | 16.43 | 4,711 | 33.08 | ||||
| 2025-06-26 | NP | TMCVX - Thrivent 中型价值基金 S 级 | 3,244 | 40.43 | 444 | 60.87 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 8,713 | 1.89 | 1,194 | 16.39 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 6 | 1 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 59 | 8 | ||||||
| 2025-07-18 | 13F | 美国金融组合公司 | 6,888 | 912 | ||||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 43,192 | 2.21 | 5,721 | -2.07 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 5,600 | 742 | |||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 45,541 | 67.39 | 6,032 | 60.38 | ||||
| 2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 31,579 | 33.96 | 4,183 | 28.32 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 120 | 16 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 13,369 | 0.31 | 1,832 | 14.65 | ||||
| 2025-06-27 | NP | PUI - Invesco DWA 公用事业动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,087 | 42.35 | 2,478 | 62.64 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 7,758 | 19.32 | 1 | |||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 4,973 | 63.48 | 659 | 56.67 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 5,839 | 773 | ||||||
| 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 | 41,151 | 9.10 | 5,623 | 11.52 | ||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,378 | 42.72 | 4,421 | 36.75 | ||||
| 2025-06-24 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 40,978 | 9.66 | 5,614 | 25.32 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 28 | 33.33 | 4 | 50.00 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 491 | 43.15 | 67 | 48.89 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 168,852 | 5.57 | 22,366 | 1.13 | ||||
| 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 | 8 | 14.29 | 1 | |||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 6,433 | 7.54 | 852 | 3.02 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 6,106 | 1 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 7,364 | 9.23 | 1,006 | 11.65 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 2,391 | 18.07 | 317 | 12.86 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 60,803 | 9.91 | 8,054 | 5.28 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 8,172 | 1,082 | ||||||
| 2025-08-14 | 13F | 加洛合伙公司 | 37,184 | 4,925 | ||||||
| 2025-06-25 | NP | FUTY - 富达 MSCI 公用事业指数 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 | 266,930 | 2.53 | 36,569 | 17.17 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 24,097 | 143.40 | 3,192 | 133.26 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 22,447 | 28.20 | 2,973 | 22.85 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 11,750 | 12.98 | 1,556 | 8.21 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 7,664 | 18.56 | 1,047 | 21.18 | ||||
| 2025-08-14 | 13F | 蓝鳍资本管理有限公司 | 2,600 | 344 | ||||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 50,312 | 1,344.09 | 6,664 | 1,285.45 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 676 | 25.42 | 90 | 67.92 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 4,599 | 25.38 | 609 | 20.12 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,277 | 7.90 | 8,779 | 3.37 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 72 | 1.41 | 10 | 0.00 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 2,200 | 37.50 | 291 | 31.67 | |||
| 2025-07-18 | 13F | 信托金融公司 | 11,002 | 0.64 | 1,457 | -3.57 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T。 Rowe Price资本增值基金（一） | 495,300 | 195.38 | 65,607 | 182.97 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 53 | 10.42 | 7 | 40.00 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 97,536 | 9.61 | 12,920 | 5.71 | ||||
| 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 | 38,761 | 2.03 | 5,134 | -2.27 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 2,417 | 0.08 | 320 | -3.90 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 99,681 | 3.65 | 13,204 | -0.71 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 1,957 | 259 | ||||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,465 | 204 | ||||||
| 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 | 120 | 90.48 | 16 | 128.57 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 52,470 | 2.95 | 6,950 | -1.36 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 58 | 34.88 | 8 | 75.00 | ||||
| 2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 6,034 | 53.03 | 827 | 75.00 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 25,830 | 13,146.15 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 3,100 | 3.33 | 411 | -0.97 | |||
| 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 | 208,406 | 3.29 | 28,479 | 5.56 | ||||
| 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 | 12 | 20.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 1,443,377 | 36.17 | 191,190 | 30.45 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 58,795 | 33.94 | 7,788 | 28.31 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 9,089 | 0.53 | 1,204 | -3.76 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 16,850 | 5.42 | 2,232 | 0.95 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 5,250,341 | 3.03 | 692,535 | -1.39 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 60,814 | 2.18 | 8,055 | 6.25 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 8,158 | 0.43 | 1,081 | -3.83 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 39,364 | 5.66 | 5,379 | 8.01 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 91,116 | 3.71 | 12,483 | 18.52 | ||||
| 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 | 2,614,761 | 0.81 | 357,307 | 3.03 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 3,304 | 0.76 | 457 | 15.44 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 5,309 | 0.34 | 734 | 15.05 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 6,249 | 2.11 | 828 | -2.25 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 35,706 | 0.91 | 4,892 | 15.33 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 1,846 | 1.43 | 244 | -2.79 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 4,898 | 93.75 | 649 | 85.67 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 111,228 | 9.03 | 15,199 | 11.44 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 186 | 116.28 | 26 | 150.00 | ||||
| 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 | 383,833 | 0.54 | 52,451 | 2.76 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 44,725 | 225.98 | 5,924 | 334.95 | ||||
| 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 | 6,626 | 2.54 | 908 | 17.18 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 846 | 112 | ||||||
| 2025-07-31 | 13F | 地面膨胀资本有限责任公司 | 1,521 | 201 | ||||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 16,249 | 1.56 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 6,273 | 12.84 | 831 | 8.07 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 10,824 | 15.57 | 1,434 | 10.66 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 13,346 | 3.88 | 1,768 | -0.51 | ||||
| 2025-06-24 | NP | NBET - Neuberger Berman 碳转型和基础设施 ETF | 2,626 | 73.33 | 360 | 98.34 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 3,287 | 35.77 | 435 | 30.24 | ||||
| 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 | 79,941 | 21.12 | 10,924 | 23.79 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 34,000 | 0.65 | 4,504 | -3.60 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 1,387 | 3.05 | 184 | -1.61 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 36 | 33.33 | 5 | 33.33 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 2,983 | 0.40 | 395 | -3.66 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 167,802 | 1.77 | 22,227 | -2.50 | ||||
| 2025-08-05 | 13F | 科顿资本公司 | 1,515 | 201 | ||||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 9,629 | 15.93 | 1,275 | 11.06 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 4,281 | 266.84 | 586 | 321.58 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 12,716 | 20.20 | 1,684 | 15.18 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 80,515 | 49.26 | 10,665 | 43.00 | ||||
| 2025-08-13 | 13F | 平衡财富集团有限公司 | 3,088 | 0.03 | 427 | 0.23 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 6,617 | 3.58 | 876 | -0.79 | ||||
| 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 | 25,257 | 7.57 | 3,451 | 9.94 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 9,567 | 37.79 | 1,311 | 57.45 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 202 | 38.36 | 27 | 30.00 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 295,053 | 0.21 | 39,083 | -4.00 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 160 | 21 | ||||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 1,925 | 254 | ||||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 13,043 | 1,728 | ||||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 3,238 | 429 | ||||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 16,536 | 10.02 | 2,190 | 5.39 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 120,996 | 2,447.82 | 16,027 | 2,343.14 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 72,900 | 10.62 | 9,656 | 5.98 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 183 | 12.27 | 0 | |||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 133 | 7.26 | 18 | 12.50 | ||||
| 2025-08-13 | 13F | 永星资产管理有限公司 | 3,653 | 431 | ||||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 73 | 78.05 | 10 | 80.00 | ||||
| 2025-07-16 | NP | CGDV - Capital Group 股息价值 ETF 股份类别 | 1,005,977 | 137,467 | ||||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 46,651 | 33.68 | 6,179 | 28.06 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 4 | 1 | ||||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 2,941 | 76.00 | 390 | 68.40 | ||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 626,840 | 8.66 | 85,658 | 11.06 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 15,180 | 2,011 | ||||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 5,785 | 0.03 | 766 | -4.13 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 113,394 | 2.14 | 15,020 | -2.16 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 30 | 50.00 | 4 | 50.00 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 114,178 | 50.82 | 15,124 | 101.22 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 5,995 | 0.27 | 794 | -3.87 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 4,855 | 6.59 | 643 | 2.23 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 186 | 25.68 | 25 | 31.58 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,662 | 14.46 | 220 | 10.00 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 6,137 | 43.12 | 841 | 63.42 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 27,662 | 33.66 | 3,664 | 28.07 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 115,334 | 15,277 | ||||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 2,566 | 11.71 | 340 | 6.94 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 797 | 11.31 | 109 | 28.24 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 27,196 | 18.74 | 3,606 | 13.87 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 1,874 | 14.83 | 257 | 31.28 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 324,727 | 200.60 | 44,374 | 207.23 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 628,200 | 7.55 | 83,211 | 3.03 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 774,492 | 1.41 | 102,583 | -2.85 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 24,291 | 10.15 | 3,218 | 6.84 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 77,547 | 3.88 | 10 | 0.00 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 693 | 3.59 | 93 | -1.08 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 2,161 | 23.20 | 286 | 18.18 | ||||
| 2025-06-27 | NP | BMVP - 景顺动态市场 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,852 | 2,035 | ||||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 3,218 | 9.38 | 426 | 4.93 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 91,267 | 23.30 | 12,089 | 18.13 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 6,982 | 3.88 | 925 | -0.54 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 53,714 | 9.90 | 7 | 16.67 | ||||
| 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 | 1,560 | 207 | ||||||
| 2025-08-27 | NP | VMVIX - 先锋中盘价值指数基金投资者股票 | 1,178,845 | 4.49 | 156,150 | 0.10 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 2,602 | 3.34 | 345 | -1.15 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 1,619 | 1.12 | 214 | -3.17 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 5,488 | 13.79 | 750 | 16.30 | ||||
| 2025-08-25 | NP | LVHD - 美盛低波动高股息 ETF | 50,777 | 10.54 | 6,726 | 5.89 | ||||
| 2025-06-27 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 6,001 | 822 | ||||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 5,758 | 1.88 | 763 | -2.43 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 3,588 | 34.38 | 492 | 53.44 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 50,894 | 7.38 | 6,741 | 2.87 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 5,464 | 8.22 | 724 | 3.73 | ||||
| 2025-08-27 | NP | RYUIX - 公用事业基金投资者类别 | 3,921 | 44.47 | 519 | 38.40 | ||||
| 2025-07-24 | 13F | 伯纳德财富管理公司 | 10,991 | 7.86 | 1,456 | 3.34 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 36,511 | 2.06 | 5,002 | 16.65 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 38,238 | 5,065 | ||||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 1,654,537 | 7.43 | 219,160 | 2.92 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 396 | 52 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 18,938 | 61.46 | 2,586 | 73.09 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 13,677 | 0.76 | 1,812 | -3.46 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,327,535 | 0.87 | 175,845 | -3.37 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,562 | 16.33 | 487 | 18.83 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 71,463 | 7.27 | 9,457 | 2.86 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 2,487 | 330 | ||||||
| 2025-07-23 | 13F | 查特信托公司 | 2,516 | 28.43 | 333 | 23.33 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 16,925 | 2.14 | 2,242 | -2.18 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 2,920 | 387 | ||||||
| 2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 1,827 | 0.16 | 244 | -3.94 | ||||
| 2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 13,604 | 5.69 | 1,802 | 1.24 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 336 | 45 | ||||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 126 | 5.88 | 17 | 0.00 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 904,453 | 54.80 | 120 | 48.75 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 6,673 | 189.38 | 884 | 177.67 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 1,082,429 | 242.55 | 143 | 232.56 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 3,681 | 41.63 | 491 | 35.64 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 2,815 | 1.73 | 373 | 11.38 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 10 | 100.00 | 1 | |||||
| 2025-08-13 | 13F | 法国外贸银行 | 6,991 | 926 | ||||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 5,500 | 121.51 | 729 | 112.24 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 31 | 4 | ||||||
| 2025-08-28 | NP | XLU - 公用事业精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,132,040 | 2.55 | 414,870 | -1.76 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 93,723 | 36.89 | 12,415 | 31.14 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 76 | 13.43 | 10 | 11.11 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 182 | 1.11 | 0 | |||||
| 2025-08-13 | 13F | 裸金融服务公司 | 7 | 1 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 31,872 | 7.10 | 4,355 | 9.48 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 3,311 | 10.59 | 439 | 5.80 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,411 | 7.30 | 319 | 2.90 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 13,196 | 5.91 | 1,803 | 8.29 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 135,810 | 6.88 | 17,990 | 2.39 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 71,821 | 35.94 | 9,513 | 30.23 | ||||
| 2025-06-27 | NP | RSPU - Invesco S&P 500 等权重公用事业 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 | 102,569 | 5.40 | 14,052 | 20.44 | ||||
| 2025-08-28 | NP | WBIF - WBI BullBear Value 3000 ETF | 3,866 | 512 | ||||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 2,236 | 36.67 | 296 | 30.97 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 31,296 | 4.36 | 4,145 | -0.02 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,174 | 8.30 | 156 | 4.03 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 25,286 | 82.56 | 3,349 | 74.88 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 2,015 | 0.55 | 267 | -3.97 | ||||
| 2025-07-24 | 13F | M1资本管理有限责任公司 | 7,688 | 0.88 | 1,018 | -3.32 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 41 | 32.26 | 6 | 25.00 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 142 | 20 | ||||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 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 | 10,734 | 0.13 | 1,422 | -4.12 | ||||
| 2025-08-28 | NP | BULIX - 公用事业基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,051 | 4.39 | 10,339 | 0.00 | ||||
| 2025-08-12 | 13F | 埃利财务管理公司 | 30,471 | 1.03 | 4,036 | -2.96 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 2,696 | 357 | ||||||
| 2025-08-11 | 13F | 交响金融有限公司 | 68,190 | 9,032 | ||||||
| 2025-08-14 | 13F | 曼氏集团 | 75,071 | 129.93 | 9,944 | 120.27 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 152 | 20 | ||||||
| 2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 5,260,699 | 696,837 | ||||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 9 | 125.00 | 1 | |||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 3,201 | 28.19 | 424 | 22.90 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 18,898 | 2,503 | ||||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 15,468 | 20.90 | 2,114 | 23.57 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,534 | 203 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 5,383 | 0.71 | 713 | -3.52 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 11,354 | 0.64 | 1,504 | -3.59 | ||||
| 2025-08-26 | NP | Profunds - Profunds 公用事业副总裁 | 8,215 | 51.88 | 1,088 | 45.65 | ||||
| 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 | 5,223 | 0.64 | 714 | 2.89 | ||||
| 2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 804 | 110 | ||||||
| 2025-08-08 | 13F | Abc 套利 Sa | 18,330 | 2,428 | ||||||
| 2025-08-25 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 19,500 | 550.00 | 2,583 | 682.42 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 11,800 | 5.36 | 1,563 | 0.97 | |||
| 2025-08-13 | 13F | 胡贝尔资本管理有限责任公司 | 3,984 | 17.73 | 528 | 12.85 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 47,954 | 0.25 | 6,553 | 2.46 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 141,975 | 2.25 | 18,806 | -2.05 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 1,358 | 0.44 | 180 | -3.76 | ||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 2,928 | 388 | ||||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 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 | 62,121 | 0.45 | 8,511 | 14.80 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 108,085 | 48.12 | 14,423 | 42.89 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 1,058 | 42.59 | 735 | 619.61 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 8,622 | 1,142 | ||||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 1,740 | -633.74 | 230 | -611.11 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 264,247 | 1.20 | 35,002 | -3.05 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 4,873 | 1,597.91 | 645 | 1,553.85 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,250 | 4.95 | 171 | 6.92 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 1,121 | 26.95 | 0 | |||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 17,871 | 4.41 | 2,448 | 19.36 | ||||
| 2025-08-13 | 13F | 布鲁克兰基金管理有限公司 | Call | 445 | 59 | |||||
| 2025-08-28 | NP | GQFPX - GQG PARTNERS 全球优质股息收益基金投资者股份 | 19,841 | 2,628 | ||||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 17,057 | 6.09 | 2,259 | 1.62 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 3,829 | 71.86 | 507 | 64.61 | ||||
| 2025-03-28 | NP | HAPI - 港湾企业文化ETF | 5,041 | 3.72 | 604 | 0.17 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 195,858 | 9.25 | 26 | 4.17 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 2,682 | 11.06 | 355 | 6.61 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 13 | 30.00 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 1,882 | 249 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 3,700 | 31.02 | 490 | 25.64 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 4,017 | 4.07 | 532 | -0.19 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 11,825 | 2.47 | 1,570 | -1.63 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 17,656 | 24.20 | 2,419 | 41.90 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 59,109 | 77.84 | 8 | 75.00 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 5,449 | 6.89 | 747 | 22.09 | ||||
| 2025-09-04 | 13F | 灯塔资本管理公司 | 260 | 34 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 5,104 | 6.13 | 699 | 21.35 | ||||
| 2025-08-04 | 13F | 联合银行 | 41,082 | 2.14 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 4,500 | 2.27 | 596 | -1.97 | |||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 10,435 | 5.31 | 1,382 | 0.88 | ||||
| 2025-08-01 | 13F | 莫特科 | 216 | 8.00 | 30 | 7.41 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 1,660 | 0.91 | 0 | |||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 96 | -4.04 | ||||||
| 2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 22,607 | 4.13 | 2,995 | -0.23 | ||||
| 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 | 13,990 | 5.98 | 1,917 | 21.11 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 531 | 0.38 | 70 | -4.11 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 1,775 | 3.50 | 237 | -0.42 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 49 | 6 | ||||||
| 2025-08-05 | 13F | Versor投资有限公司 | 11,338 | 36.72 | 1,502 | 30.98 | ||||
| 2025-04-01 | 13F | 中心资产管理有限责任公司 | 1,580 | 0 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 30,696 | 0.78 | 4,066 | -3.47 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 6,008 | 40.67 | 796 | 34.97 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 4,139 | 81.30 | 567 | 107.69 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 210 | 1.45 | 28 | -3.57 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 4,903 | 48.17 | 649 | 42.01 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 4,076 | 91.27 | 557 | 107.46 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 83,863 | 2.44 | 11,108 | -1.86 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 395,891 | 5.42 | 52,440 | 0.99 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 173,867 | 6.83 | 23,030 | 2.34 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 194,623 | 75.82 | 25,777 | 68.48 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 487 | 1.04 | 65 | -3.03 | ||||
| 2025-08-14 | 13F | 道富银行 | 10,558,531 | 2.15 | 1,409,833 | -2.12 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 62 | 416.67 | 8 | 700.00 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 697,399 | 6.93 | 95,544 | 22.21 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 9,507 | 34.87 | 1,259 | 29.26 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 2,470 | 1.35 | 0 | |||||
| 2025-07-30 | 13F | 道德公司 | 9,206 | 14.79 | 1,212 | 9.49 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 249 | 34 | ||||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 225,120 | 6.83 | 29,819 | 2.34 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 2,120 | 281 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 183,512 | 0.88 | 24,308 | -3.36 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 4,775 | 8.13 | 633 | 3.61 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 14 | 2 | ||||||
| 2025-08-26 | NP | 机构投资策略基金 | 11 | 83.33 | 1 | |||||
| 2025-07-15 | 13F | Peddock 资本顾问有限公司 | 10,943 | 30.77 | 1,450 | 25.24 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 781 | 67.24 | 108 | 66.15 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 233 | 0.43 | 31 | -6.25 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 54,285 | 13.60 | 7,437 | 29.84 | ||||
| 2025-08-14 | 13F | 海特对冲资产管理有限责任公司 | 1,034,949 | 4.85 | 137,089 | 0.45 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 17,866 | 0.56 | 2,367 | -3.66 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 2,754 | 101.76 | 365 | 93.62 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 60,653 | 1.27 | 8,034 | -2.98 | ||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 3,600 | 477 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 239,886 | 1.44 | 31,775 | -2.82 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 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 | 49,800 | 13.44 | 6,597 | 8.67 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 15,980 | 2,117 | ||||||
| 2025-08-18 | 13F | 第二线资本有限责任公司 | 1,606 | 3.21 | 215 | -0.93 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 98 | 13 | ||||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 3,885 | 1.49 | 515 | -2.84 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 14,460 | 21.12 | 1,915 | 16.06 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -13 | -84.52 | -2 | -90.91 | |||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 1,186,434 | 18.81 | 157,155 | 13.82 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 3,235 | 63.38 | 429 | 56.78 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 2,387,012 | 1.34 | 316,184 | -2.92 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 2,903 | 7.56 | 385 | 2.95 | ||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 18,078 | 37.79 | 2,470 | 40.82 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 29,945 | 3,967 | ||||||
| 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 | 14,333 | -294.14 | 1,964 | -341.15 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 48,553 | 1,713.71 | 6,431 | 1,638.11 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 6,619 | 0.41 | 877 | -3.84 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 217,926 | 5.84 | 28,866 | 1.40 | ||||
| 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 | 11 | 2 | ||||||
| 2025-08-11 | 13F | 布朗财富管理有限公司 | 3,155 | 1.68 | 418 | -2.80 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 50,944 | 0.58 | 6,748 | -3.64 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 175,037 | 6.00 | 23,185 | 1.55 | ||||
| 2025-08-01 | 13F | 洛根资本管理公司 | 536 | 0.19 | 71 | -5.41 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 6,120 | 6.58 | 846 | 22.08 | ||||
| 2025-08-06 | 13F | 夸埃罗资本公司 | 2,960 | 392 | ||||||
| 2025-07-29 | NP | 龟资系列信托 - 龟精能源基金 | 18,522 | 2,531 | ||||||
| 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 | 28,036 | 16.77 | 3,831 | 19.35 | ||||
| 2025-07-23 | 13F | 莫雷与奎因财富合伙人有限责任公司 | 1,680 | 0.42 | 223 | -3.90 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 4,323 | 579 | ||||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 58,490 | 7,748 | ||||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -11,408 | 0.29 | -1,511 | -3.88 | |||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 33,584 | 22.25 | 4,601 | 39.72 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 17,271,633 | 1.16 | 2,287,800 | -3.09 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 225,856 | 6.66 | 29,917 | 2.18 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 6,388 | 28.25 | 846 | 22.97 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 672 | 1.51 | 89 | -2.20 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 4,164 | 75.77 | 552 | 68.50 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 492,186 | 1.21 | 65,195 | -3.04 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 79,431 | 197.16 | 10,480 | 183.55 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 1,637 | 10.91 | 217 | 5.88 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 5,890,824 | 2.32 | 780,299 | -1.98 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 1,235 | 2.15 | 164 | -2.40 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 117 | 72.06 | 15 | 66.67 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 127,134 | 0.23 | 16,840 | -3.98 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 170,842 | 0.63 | 22,630 | -3.60 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 1,793 | 238 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 2,366,564 | 3.88 | 313,475 | -0.49 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 145 | 19 | ||||||
| 2025-08-12 | 13F | 峰会全球投资 | 29,516 | 35.51 | 4 | 0.00 | ||||
| 2025-07-21 | 13F | 轩尼诗顾问公司 | 51,304 | 0.98 | 6,796 | -3.26 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 124 | 9.73 | 16 | 6.67 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 6,179 | 37.10 | 819 | 31.30 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 533,303 | 0.64 | 70,641 | -3.59 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 37,045 | 46.70 | 5,075 | 67.66 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 5,707 | 798 | ||||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 363,924 | 8.16 | 48,205 | 3.62 | ||||
| 2025-08-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 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 | 32,086 | 56.67 | 4,250 | 50.12 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 31,617 | 27.44 | 4,320 | 30.28 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 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 | 99,160 | 0.90 | 13,585 | 15.30 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 5,241 | 104.09 | 694 | 97.72 | ||||
| 2025-08-29 | NP | SOIUX - 美国精神公用事业基金机构股票 | 11,750 | 12.98 | 1,556 | 8.21 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 10,490 | 7.15 | 1,390 | 2.66 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 49,648 | 0.43 | 6,576 | -2.59 | ||||
| 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 | 624 | 21.17 | 85 | 39.34 | ||||
| 2025-08-04 | 13F | WNY资产管理有限责任公司 | 14,119 | 223.98 | 1,870 | 210.63 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 9,434 | 53.20 | 1,250 | 46.77 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 5 | 1 | ||||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,634 | 216 | ||||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 18 | 2 | ||||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 355 | 54.35 | 47 | 51.61 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 14,942 | 50.55 | 1,968 | 44.95 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 70,033 | 5.19 | 9,277 | 0.77 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 2,906 | 397 | ||||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 230,500 | 233.32 | 30,532 | 219.34 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 994 | 3.11 | 132 | -1.50 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 2,776,198 | 0.42 | 367,735 | -2.61 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,409 | 146.76 | 187 | 173.53 | ||||
| 2025-08-26 | NP | PPI - AXS Astoria 通胀敏感 ETF | 4,440 | 588 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 442 | 1.84 | 61 | 15.38 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 1,611 | 213 | ||||||
| 2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 5,777 | 15.06 | 765 | 10.23 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 3,572 | 5.00 | 473 | 0.64 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 44 | 6 | ||||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 6,405 | 0.80 | 877 | 15.24 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 18,420 | 2,440 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 28 | 4 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | 7,746 | 2.96 | 1,026 | -1.25 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 145 | 19 | ||||||
| 2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 3,996 | 8.03 | 529 | 3.52 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 59,215 | 3.13 | 7,844 | -1.21 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,260 | 71.47 | 299 | 64.29 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 168 | 22 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 1 | ||||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 8,335 | 1.23 | 1,104 | -2.99 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 4,948 | 181.14 | 655 | 208.96 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 2,800 | 371 | |||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 4,122,170 | 8.82 | 546,023 | 4.25 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 10,060 | 93.31 | 1,333 | 85.26 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 12 | 100.00 | 2 | |||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 31,292 | 1.06 | 4,145 | -3.20 | ||||
| 2025-06-23 | NP | IDU - iShares 美国公用事业 ETF | 209,245 | 10.54 | 28,667 | 26.33 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 70,207 | 9,300 | ||||||
| 2025-08-11 | 13F | 多元化投资组合公司 | 2,124 | 12.26 | 281 | 7.66 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 106,246 | 15.00 | 14,073 | 10.17 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 570 | 5.17 | 79 | 20.00 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 1,099 | 146 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 3,138 | 55.89 | 416 | 49.28 | ||||
| 2025-08-21 | NP | RALIX - Lazard 实物资产和定价机会投资组合机构股票 | 69 | 7.81 | 9 | 12.50 | ||||
| 2025-08-27 | NP | Nuveen 核心股票阿尔法基金 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 | 970 | 128 | ||||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 11,539 | 10.50 | 1,540 | 5.91 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 5 | 1 | ||||||
| 2025-08-28 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 1,637 | 3.87 | 217 | -0.46 | ||||
| 2025-03-27 | NP | 富国银行主信托 - 富国银行大型公司价值投资组合大型公司价值投资组合 | 1,017 | 122 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 1,486 | 6.83 | 197 | 2.08 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 46,306 | 1.81 | 6,134 | -2.47 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 1,629 | 12.42 | 216 | 7.50 | ||||
| 2025-08-25 | 13F | 山顶合伙人有限责任公司 | 2,304 | 305 | ||||||
| 2025-07-09 | 13F | 林肯资本公司 | 22,117 | 1.84 | 2,930 | -2.43 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 537 | 2.48 | 71 | -1.39 |
