机构和基金投资人持股 - 买家
在艺康公司中开设新头寸的主要持有者包括 耆那全球有限公司, JAMRX - Janus Henderson 研究基金 T 级, 中西部信托公司, 德克萨斯州金斯顿资本合伙有限公司, 交响金融有限公司, 弗里蒙特管理公司, JAWWX - Janus Henderson 全球研究基金 T 级, GCTIX - 高盛美国税务管理股票基金机构, 弗里斯通格罗夫合伙公司, BASG - 布朗咨询可持续增长ETF, Yaupon资本管理有限责任公司, Marex 集团, Marex 集团, PREFX - T. Rowe Price 节税股票基金, SummitTX Capital，LP, 瑞穗证券美国有限公司, BCS私人财富管理有限公司, MASTERINVEST 资本投资有限公司, Glenmede投资管理有限公司, 和 JAWGX - Janus Henderson 全球研究组合服务股票 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 2,817 | 0.21 | 759 | 6.60 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 20 | 566.67 | 5 | |||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 5,819 | 246.16 | 1,568 | 267.84 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 37,826 | 1.34 | 10,192 | 7.70 | ||||
| 2025-08-14 | 13F | 威默联合公司 1 有限公司 | 795 | 214 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 142 | 38 | ||||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 7,788 | 0.74 | 1,958 | 1.24 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 916 | 4.69 | 247 | 11.31 | ||||
| 2025-08-13 | 13F | Certior 金融集团有限公司 | 1,961 | 0.05 | 528 | 6.45 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 1,026 | 276 | ||||||
| 2025-08-14 | 13F | Yaupon资本管理有限责任公司 | 29,062 | 7,830 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 53 | 13 | ||||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 119,361 | 3.18 | 30,011 | 3.69 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 205 | 57 | ||||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 1,978 | 1.33 | 533 | 7.69 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 5,032 | 49.67 | 1,276 | 62.01 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 408,645 | 2.76 | 110 | 10.00 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 3,193 | 14.32 | 860 | 21.47 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 993 | 11.82 | 268 | 18.67 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 64,964 | 0.29 | 17,504 | 6.59 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 663 | 179 | ||||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 962 | 2.12 | 0 | |||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 907 | 72.11 | 244 | 83.46 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 16,532 | 0.90 | 4,454 | 7.25 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 935 | 12.38 | 252 | 19.52 | ||||
| 2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 4,620 | 1.25 | 1,245 | 7.61 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 416 | 102.93 | 110 | 100.00 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 956 | 5.99 | 258 | 12.72 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,183 | 0.77 | 319 | 7.07 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 46,145 | 8.81 | 12,433 | 15.65 | ||||
| 2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 5,798 | 1,458 | ||||||
| 2025-08-14 | 13F | Impact Asset Management GmbH | 19,910 | 2.13 | 5,048 | 10.49 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 3,974 | 1.87 | 1,071 | 8.30 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 16,417 | 2.32 | 4,407 | 7.20 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 2,737 | 11.35 | 737 | 18.30 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 471,748 | 1.67 | 118,612 | 2.17 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 10,636 | 86.69 | 2,866 | 98.41 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 2,394 | 4.13 | 645 | 10.82 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 29,757 | 0.21 | 8,018 | 6.50 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 4,300 | 290.91 | 1,159 | 316.55 | |||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 97,403 | 1.42 | 26,244 | 7.79 | ||||
| 2025-08-13 | 13F | 米罗娃 | 163,663 | 2.88 | 44,097 | 9.35 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 3,369 | 3.06 | 908 | 9.54 | ||||
| 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 | 14,557 | 77.91 | 3,660 | 78.80 | ||||
| 2025-07-15 | 13F | DB 菲茨帕特里克公司 | 3,929 | 0.43 | 1,059 | 6.76 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 22,037 | 4.42 | 5,541 | 4.92 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 11,532 | 3 | ||||||
| 2025-08-12 | 13F | 光通信株式会社 | 20,144 | 1.36 | 5,428 | 7.72 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 769 | 1.85 | 193 | 2.66 | ||||
| 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 | 139,264 | 2.68 | 37,523 | 9.13 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 600 | 162 | ||||||
| 2025-08-13 | 13F | 鼎石金融集团 | 1,838 | 0.22 | 495 | 6.68 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 107,000 | 23.13 | 28,830 | 30.87 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 43,085 | 35.85 | 11,504 | 42.91 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 20,503 | 532.22 | 5,524 | 572.02 | ||||
| 2025-08-06 | 13F | 瓦尔丁森布鲁纳财务规划有限责任公司 | 7,189 | 0.86 | 1,937 | 7.19 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 14,880 | 51.87 | 4,009 | 63.77 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 7,380 | 163.10 | 1,988 | 179.61 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 183,465 | 0.72 | 46,512 | 8.97 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 44,767 | 1.60 | 12,091 | 7.97 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 1,465 | 0.83 | 395 | 7.07 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 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 | Short | -1,400 | -6.67 | -372 | -7.94 | |||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 178,389 | 28.45 | 48,065 | 36.51 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 5,556 | 8.43 | 1,497 | 15.17 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 33,204 | 0.67 | 8,946 | 7.00 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,052 | 13.85 | 283 | 20.94 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,794 | 47.83 | 750 | 56.25 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 8 | 60.00 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 股息资产资本有限公司 | 9,156 | 0.33 | 2,467 | 6.61 | ||||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,019 | 21.68 | 2,661 | 20.14 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 498 | 25.13 | 132 | 23.36 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 940 | 2.17 | 254 | 8.58 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 3,363 | 8.24 | 906 | 15.12 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 1,781 | 8.40 | 480 | 15.14 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 2,584 | 4.66 | 696 | 11.36 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 52,242 | 0.38 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 727,370 | 115.59 | 193,753 | 129.42 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,430 | 24.50 | 3,628 | 25.15 | ||||
| 2025-08-11 | 13F | 萨默塞特集团有限责任公司 | 4,059 | 2.11 | 1,094 | 8.54 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 12,128 | 3.90 | 3,268 | 10.41 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 25,724 | 111.16 | 6,943 | 128.92 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 22 | 6 | ||||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 46,446 | 2.50 | 12,514 | 8.94 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 36,311 | 0.53 | 9,784 | 6.84 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 2,419 | 110.17 | 652 | 123.71 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 190,602 | 47.87 | 50,720 | 56.78 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 1,161 | 4.03 | 313 | 10.25 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 83 | 21 | ||||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 81,284 | 0.53 | 21,901 | 6.84 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 52,161 | 2.91 | 14 | 16.67 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 3,311 | 2.70 | 892 | 9.18 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 0 | 0 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 2,077 | 0.39 | 560 | 6.68 | ||||
| 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 | ||||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 45,802 | 195.65 | 12,341 | 214.23 | ||||
| 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 | 11.11 | 3 | 0.00 | ||||
| 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 | 3 | ||||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 186,756 | 2.97 | 46,956 | 3.48 | ||||
| 2025-08-07 | 13F | 策略资产管理公司 | 1,445 | 1.33 | 389 | 7.76 | ||||
| 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 | 23,307 | 0.25 | 5,860 | 0.76 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 70,940 | 0.42 | 19,114 | 6.73 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 1,070 | 5.52 | 269 | 6.32 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 6,749 | 0.33 | 1,818 | 6.63 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 80 | 8.11 | 20 | 11.11 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 7,750 | 1.20 | 2,088 | 7.57 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 914 | 2.93 | 246 | 9.33 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,450 | 5.25 | 6,399 | 5.77 | ||||
| 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 | 62,245 | 1.49 | 15,650 | 1.99 | ||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 1,469 | 396 | ||||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 811 | 218 | ||||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -1,108 | 136.25 | -294 | 133.33 | |||
| 2025-08-08 | 13F | KBC 集团 | 741,253 | 49.74 | 200 | 59.20 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 3,451 | 1.53 | 868 | 2.00 | ||||
| 2025-09-02 | 13F/A | 英国全球资产管理公司 | 178,638 | 541,227.27 | 29,566 | |||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,191 | 34.12 | 321 | 42.67 | ||||
| 2025-08-06 | 13F | 稳健金融策略集团有限责任公司 | 2,922 | 4.06 | 787 | 10.69 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 21,377 | 23.03 | 5,760 | 30.77 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 17,259 | 26.08 | 4,650 | 34.01 | ||||
| 2025-05-15 | 13F | 牛津资产管理公司 | 1,080 | 9.20 | 274 | 18.18 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 20,504 | 4.01 | 5,525 | 10.55 | ||||
| 2025-08-14 | 13F | 赛奇菲尔德资本有限合伙人 | 13,540 | 37.98 | 3,648 | 46.68 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 3,386 | 1.71 | 912 | 8.19 | ||||
| 2025-08-12 | 13F | 绝对资本管理有限责任公司 | 3,300 | 889 | ||||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 455,406 | 15.59 | 123 | 22.00 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 390 | 2.90 | 105 | 9.38 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 16,306 | 15.42 | 4,393 | 22.68 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 2,336 | 0.78 | 629 | 7.16 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 20,600 | 5,550 | |||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 26,874 | 7,241 | ||||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -865 | -22.70 | -230 | -23.92 | |||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,423 | 30.91 | 361 | 41.73 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 642 | 0.63 | 173 | 6.83 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 37 | 23.33 | 10 | 28.57 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 14,324 | 0.55 | 3,859 | 6.87 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 7,200 | 1,937 | ||||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 127 | 19.81 | 0 | |||||
| 2025-07-09 | 13F | 比特摩尔财富管理有限责任公司 | 2,315 | 0.96 | 624 | 7.23 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 6,560 | 3.81 | 1,649 | 4.37 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 3,027 | 202.40 | 816 | 222.13 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 52,403 | 0.01 | 14,218 | 6.97 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 1,278,875 | 15.65 | 344,580 | 22.91 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 4 | 1 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 14,625 | 0.56 | 3,940 | 6.89 | ||||
| 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 | 61,934 | 22.77 | 16,687 | 30.48 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 797 | 215 | ||||||
| 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 | 1,212 | 0.17 | 327 | 6.54 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 498 | 55.14 | 134 | 65.43 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 165 | 6.45 | 44 | 4.88 | ||||
| 2025-07-25 | 13F | 航点财富顾问 | 757 | 204 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 1,648 | 19.25 | 444 | 26.86 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 3,602,088 | 167.29 | 970,568 | 184.08 | ||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 15,230 | 0.07 | 4,104 | 6.35 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 1,836 | 17.77 | 495 | 25.06 | ||||
| 2025-07-07 | 13F | 西联银行 | 1,362 | 7.08 | 367 | 13.66 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 46,600 | 3.33 | 12,556 | 9.81 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 14,738 | 0.01 | 3,971 | 6.29 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 216 | 2.86 | 58 | 9.43 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 2,497,626 | 8.97 | 674,497 | 17.39 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 1,034 | 8.16 | 279 | 14.88 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 25,000 | 16.82 | 6,736 | 24.17 | ||||
| 2025-05-22 | NP | GINDX - Gotham Index Plus 基金机构类别 | 856 | 230.50 | 217 | 261.67 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 11,682 | 1.48 | 3,148 | 7.85 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 4,964 | 1,338 | ||||||
| 2025-08-06 | 13F | 荷兰集团 | 70,201 | 69.65 | 18,915 | 80.31 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 2,481 | 668 | ||||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 946 | 2.60 | 255 | 9.01 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 89,447 | 20.46 | 24,101 | 28.03 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 2,402 | 7.09 | 647 | 13.91 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 25,577 | 4.37 | 6,891 | 10.93 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 128 | 204.76 | 34 | 200.00 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 16 | 6.67 | 4 | 33.33 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 3,379 | 6.80 | 850 | 7.33 | ||||
| 2025-07-25 | 13F | 指数基金顾问公司 | 1,694 | 456 | ||||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 1,130 | 304 | ||||||
| 2025-07-31 | 13F | R平方有限公司 | 2,700 | 112.60 | 727 | 126.48 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 35 | 9 | ||||||
| 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 | 467,253 | 0.70 | 124,112 | -0.56 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 2,155 | 3.31 | 581 | 9.85 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 46,981 | 21.88 | 12,659 | 29.53 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 1,030 | 278 | ||||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 10,570 | 1.90 | 2,848 | 8.29 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 293 | 79 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 4,716 | 3.95 | 1,271 | 10.43 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 817 | 1.62 | 220 | 8.37 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 755 | 203 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 12,554 | 1.73 | 3,383 | 8.12 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 381,703 | 0.38 | 102,846 | 6.68 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,500 | 2.32 | 404 | 8.89 | ||||
| 2025-07-08 | 13F | 第一国民军 /ma/ /adv | 750 | 202 | ||||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 2,083 | 3.07 | 561 | 9.57 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 217,654 | 11.74 | 59 | 18.37 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 4,474 | 10.28 | 1,206 | 20.38 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 33,600 | 18.31 | 9,053 | 25.75 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 1,077 | 290 | ||||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 2,140 | 577 | ||||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 204,525 | 2.14 | 55,107 | 8.56 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 608 | 316.44 | 116 | -21.09 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 55,767 | 9.68 | 7,826 | 12.31 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 24,989 | 21.19 | 6,733 | 28.81 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 1,297 | 349 | ||||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,550 | 21.95 | 687 | 29.62 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 60,700 | 82.28 | 16,355 | 93.73 | |||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 219,757 | 420.11 | 59 | 490.00 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 61,441 | 126.03 | 16,555 | 140.23 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 2,573 | 347.48 | 647 | 351.75 | ||||
| 2025-08-15 | 13F | AlpenGlobal Capital LLC | 12,904 | 7.76 | 3,477 | 14.53 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 116,565 | 2.00 | 31 | 10.71 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 2,007 | 20.11 | 541 | 27.66 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 934 | 1.41 | 252 | 7.73 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 2,107 | 0.43 | 568 | 6.78 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 18,969 | 27.35 | 5,111 | 35.35 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 5 | 150.00 | 1 | |||||
| 2025-07-22 | 13F | 美国顾问财富管理有限责任公司 | 5,564 | 0.02 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 1,220 | 0.25 | 329 | 6.49 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 16,928 | 2.57 | 4,496 | 1.28 | ||||
| 2025-08-27 | NP | CFWAX - 卡尔弗特全球水基金 A 级 | 35,429 | 3.39 | 9,546 | 9.88 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 710,546 | 69.79 | 163,095 | 66.05 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 9,630 | 7.96 | 2,595 | 14.73 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 14,017 | 9.78 | 3,524 | 10.33 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 1,522 | 8.02 | 411 | 15.13 | ||||
| 2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 27,786 | 353.57 | 7,487 | 382.03 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,218 | 0.33 | 329 | 13.89 | ||||
| 2025-07-24 | 13F | 帕普·L·罗伊建筑事务所 | 36,203 | 1.90 | 9,755 | 8.31 | ||||
| 2025-08-05 | 13F | 住友生命保险公司 | 14,342 | 7.26 | 3,864 | 14.02 | ||||
| 2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 49,164 | 13,247 | ||||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 4,912 | 605.75 | 1,323 | 660.34 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 5,784 | 57.34 | 1,561 | 67.02 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 135,833 | 3.86 | 36,599 | 10.38 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 474,328 | 0.55 | 127,803 | 6.87 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 116,237 | 0.47 | 31 | 6.90 | ||||
| 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 | 21,400 | 26.63 | 5,766 | 34.59 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,874 | 2.14 | 1,014 | 6.40 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 2,491 | 31.87 | 671 | 40.38 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 9,778 | 7.31 | 2,635 | 14.03 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 81,439 | 3,211.87 | 22 | |||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 846 | 3.68 | 228 | 10.19 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 6,559 | 2.23 | 1,742 | 0.99 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 783 | 211 | ||||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 5,135 | 144.41 | 1,291 | 166.74 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 4,272 | 4.25 | 1,151 | 10.89 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 23,793 | 0.29 | 6,411 | 6.58 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 790 | 213 | ||||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 12,528 | 56.89 | 3,150 | 57.69 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 288,028 | 2.81 | 77,606 | 9.27 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 12,036 | 21.70 | 3,243 | 29.32 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 8,555 | 10.32 | 2,272 | 8.92 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 7,040 | 18.16 | 1,897 | 25.56 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 19,865 | 29.46 | 5,352 | 37.58 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 7,220,925 | 3.60 | 1,945,607 | 10.10 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 1,203 | 324 | ||||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 880 | 237 | ||||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 6,557 | 0.28 | 1,767 | 6.58 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 228 | 1.79 | 62 | 8.93 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 5,477 | 3.09 | 1,476 | 9.50 | ||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 4,300 | 8.34 | 1,159 | 15.11 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 7,658 | 4.20 | 2,064 | 10.79 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 219,200 | 5.43 | 55,113 | 5.95 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 364 | 92 | ||||||
| 2025-07-21 | 13F | 交易所资本管理公司 | 7,224 | 2.12 | 1,946 | 8.53 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 2 | 1 | ||||||
| 2025-08-19 | 13F | Marex 集团 | 22,790 | 6,141 | ||||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 17,438 | 7.19 | 4,632 | 5.83 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 260,744 | 0.08 | 70,255 | 6.36 | ||||
| 2025-05-30 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 643 | 9.17 | 163 | 18.12 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 5,555 | 6.19 | 1,497 | 12.82 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 22,400 | 6,035 | |||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 55,332 | 0.45 | 14,909 | 6.75 | ||||
| 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 | 25,500 | 25.62 | 6,871 | 33.50 | ||||
| 2025-07-24 | 13F | 强塔咨询服务 | 12,844 | 2.53 | 3,461 | 19.93 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 6,000 | 1,617 | |||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | Short | -11,000 | -38 | |||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 1,120 | 14.05 | 302 | 21.37 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 2,382 | 2.41 | 642 | 8.83 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 13,707 | 39.20 | 3,446 | 39.91 | ||||
| 2025-08-12 | 13F | 威斯康星财富顾问有限责任公司 | 750 | 202 | ||||||
| 2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国增长基金 3 级 | 119 | 32 | ||||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 104,187 | 1.60 | 28,072 | 7.98 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 83 | 22 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 4,025,025 | 5.76 | 1,084,503 | 12.40 | ||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 7,856 | 22.64 | 2,117 | 30.30 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 3,048 | 1.03 | 821 | 7.46 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 95,795 | 87.07 | 25,811 | 98.82 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 6,427 | 5.07 | 1,732 | 11.68 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 32,409 | 0.23 | 9 | 0.00 | ||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 66,814 | 92.22 | 18,002 | 104.29 | ||||
| 2025-08-14 | 13F | 极地资本控股有限公司 | 80,223 | 5.71 | 21,615 | 12.34 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 1,107 | 298 | ||||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 6,900 | 81.58 | 1,859 | 93.04 | ||||
| 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 | 11,191 | 2.58 | 2,814 | 3.08 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,211 | 5.49 | 326 | 12.03 | ||||
| 2025-08-26 | NP | FIW - First Trust Water 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 | 266,168 | 0.57 | 71,716 | 6.89 | ||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 1,214 | 54.45 | 327 | 64.32 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 4,502 | 0.24 | 1,213 | 6.59 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 10 | 3 | ||||||
| 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 | 290,890 | 25.44 | 78,377 | 33.31 | ||||
| 2025-07-10 | 13F | TT国际资产管理有限公司 | 6,261 | 89.84 | 1,687 | 101.67 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 5,819 | 2.16 | 1,568 | 8.52 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 158 | 14.49 | 43 | 23.53 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 1,178 | 11.34 | 318 | 18.28 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 778 | 210 | ||||||
| 2025-07-17 | 13F | 汉密尔顿资本合伙有限公司 | Put | 900 | 242 | |||||
| 2025-08-14 | 13F | 投资公司 | 67,804 | 0.69 | 18,269 | 7.02 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 907 | 72.11 | 244 | 83.46 | ||||
| 2025-07-24 | 13F | 康宁公司 | 17,874 | 6.13 | 4,816 | 12.79 | ||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 30,054 | 0.23 | 8,098 | 6.53 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 1,906 | 21.09 | 506 | 19.62 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 5,366 | 13.64 | 1 | 0.00 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 12,674 | 0.68 | 3,317 | 3.95 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 6,330 | 44.65 | 1,706 | 53.74 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 406 | 16.00 | 109 | 23.86 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 146,000 | 17.93 | 39,338 | 25.34 | |||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 2,146 | 15.87 | 540 | 16.41 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 84,514 | 349.16 | 22,771 | 377.38 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 206,200 | 41.04 | 55,559 | 49.90 | |||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 2,817 | 112.93 | 759 | 126.57 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,017 | 0.60 | 536 | -0.74 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 8,790 | 0.70 | 2,368 | 7.05 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 662 | 341.33 | 178 | 408.57 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 1,104 | 152.05 | 297 | 167.57 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 476,019 | 42.50 | 128 | 52.38 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 7,534 | 0.52 | 2 | 100.00 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 709 | 1,212.96 | 178 | 1,269.23 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 663 | 0 | ||||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 82,795 | 269.47 | 22,308 | 292.68 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 109 | 14.74 | 29 | 20.83 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 1,807 | 5.43 | 487 | 11.98 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 10,184 | 148.09 | 2,744 | 163.75 | ||||
| 2025-08-08 | 13F | 创意策划 | 49,322 | 5.30 | 13,289 | 11.92 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 74,706 | 0.02 | 20,129 | 6.30 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 311 | 8.74 | 84 | 15.28 | ||||
| 2025-08-14 | 13F | 安盛公司 | 532,233 | 17.24 | 143,405 | 24.61 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 78,675 | 25.98 | 21,448 | 35.07 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 111,655 | 2.13 | 30,084 | 8.54 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 44,401 | 2.00 | 11,164 | 2.50 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,520 | 4.61 | 404 | 3.33 | ||||
| 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 | 261 | 19.18 | 66 | 20.37 | ||||
| 2025-07-30 | 13F | Capstone Triton 金融集团有限责任公司 | 5,919 | 8.77 | 1,595 | 25.02 | ||||
| 2025-07-08 | 13F | IAM 咨询有限责任公司 | 1,023 | 0.29 | 276 | 6.59 | ||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 57,588 | 8.36 | 15,517 | 15.17 | ||||
| 2025-08-28 | NP | VNUAX - Vontobel 美国股票基金 A 股 | 2,006 | 46.96 | 540 | 56.07 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 257,249 | 8.32 | 64,680 | 8.86 | ||||
| 2025-08-13 | 13F | 法国集团 | 9,847 | 447.06 | 2,643 | 481.94 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,509 | 4.50 | 379 | 4.99 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 10,099 | 2.33 | 2,721 | 8.80 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 12,058 | 16.38 | 3,249 | 23.69 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 17,035 | 1.86 | 4,283 | 2.37 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 288,903 | 7.27 | 77,842 | 14.01 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1,023 | 22.51 | 279 | 31.60 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 8,631 | 9.57 | 2,325 | 16.48 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 2,641 | 13.98 | 712 | 21.12 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 4 | 1 | ||||||
| 2025-07-09 | 13F | 达德利和尚利公司 | 104,983 | 0.11 | 28,287 | 6.40 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,484 | 1.44 | 400 | 7.84 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 147,397 | 0.02 | 39,715 | 6.30 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 1,952 | 526 | ||||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 42,793 | 1.74 | 11,558 | 8.11 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 5,680 | 2.94 | 1,530 | 9.44 | ||||
| 2025-08-06 | 13F | 泽文资产管理有限公司 | 70,779 | 0.23 | 19 | 11.76 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 98,011 | 2.82 | 26,408 | 9.27 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,883 | 80.53 | 777 | 92.08 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 969 | 262 | ||||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 3,000 | 1.32 | 805 | 15.52 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 76,607 | 0.55 | 20,641 | 6.86 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 61,677 | 6.55 | 16,618 | 13.25 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 201,281 | 125.52 | 54,233 | 139.69 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（欧洲）有限公司 | 57,436 | 3.26 | 15,476 | 9.74 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,905 | 73.50 | 513 | 84.53 | ||||
| 2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 3,186 | 0.03 | 859 | 6.32 | ||||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 24,423 | 0.07 | 6,581 | 6.35 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 4,285 | 3.55 | 1,155 | 10.01 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 1,290 | 2.22 | 348 | 8.78 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 7,848 | 6.66 | 2 | 100.00 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 108,125 | 0.92 | 29,133 | 7.26 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 262,770 | 15.41 | 70,801 | 22.66 | ||||
| 2025-08-21 | NP | EVX - VanEck Vectors 环境服务 ETF | 32,691 | 4.71 | 8,808 | 11.28 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 43,202 | 0.21 | 11,640 | 6.51 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 162,679 | 5.32 | 40,902 | 5.84 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 5,011 | 21.01 | 1,350 | 28.69 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 177,247 | 0.08 | 47,770 | 6.37 | ||||
| 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 | 165,863 | 4.40 | 44,690 | 10.96 | ||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 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 | 1,828 | 37.65 | 486 | 35.85 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 7,759 | 83.08 | 2,090 | 94.60 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 19,710 | 48.49 | 5,311 | 57.80 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 13,200 | 3,557 | ||||||
| 2025-07-23 | 13F | 第一招商局 | 21,469 | 409.71 | 5,785 | 442.08 | ||||
| 2025-07-17 | 13F | 宝盛财富管理 | 2,228 | 2.91 | 600 | 9.49 | ||||
| 2025-07-24 | 13F | 东方银行 | 191,772 | 0.25 | 51,671 | 6.54 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 5,770 | 28.51 | 1,555 | 36.56 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 61 | 24.49 | 16 | 33.33 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 86,778 | 74.07 | 23 | 91.67 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 29,687 | 2.91 | 7,999 | 9.37 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 7,061 | 1,903 | ||||||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 247,768 | 66,759 | ||||||
| 2025-05-27 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 41,536 | 10,530 | ||||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 310 | 49.76 | 78 | 50.98 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 30,185 | 60.23 | 8,133 | 70.27 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 5,800 | 421.11 | 1,563 | 453.90 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 1,542 | 0.52 | 415 | 6.96 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 5,690 | 3.45 | 1,533 | 9.97 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 9,195 | 10.50 | 2,478 | 17.45 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 370 | 374.36 | 85 | 6.33 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 2,959 | 6.63 | 791 | 14.31 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 6,497 | 6.44 | 1,634 | 6.94 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 121,622 | 32,770 | ||||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 280,007 | 75,445 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 295,853 | 3.28 | 79,715 | 9.77 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 753 | 203 | ||||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -1,514 | 61.75 | -408 | 71.73 | |||
| 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 | 253,076 | 2.92 | 67,222 | 1.62 | ||||
| 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 | 4,711 | 1.82 | 1,184 | 2.33 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 287 | 77 | ||||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 775 | 3.47 | 209 | 10.05 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,447 | 15.79 | 9,150 | 14.32 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 3 | 200.00 | 0 | |||||
| 2025-07-16 | 13F | 奥古斯丁资产管理公司 | 18,712 | 1.57 | 5,042 | 7.94 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 55,103 | 204.96 | 14,847 | 224.08 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 3,090 | 3.00 | 833 | 9.47 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 73,793 | 6.07 | 19,881 | 12.74 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 2,600 | 188.89 | 701 | 207.02 | |||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 6,599 | 58.17 | 1,778 | 68.12 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 6,300 | 6.78 | 1,697 | 13.51 | |||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 10,162 | 2.25 | 2,738 | 3.75 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 5,886 | 4.16 | 1,586 | 10.68 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 2,139 | 48.96 | 576 | 58.24 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 20,741 | 0.28 | 5,215 | 0.77 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 52,296 | 1.35 | 14,091 | 7.72 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 3,339 | 445.59 | 847 | 491.61 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 367 | 2.51 | 99 | 8.89 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 11,772 | 17.03 | 2,984 | 26.60 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 9 | 350.00 | 2 | |||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 1,173 | 33.45 | 316 | 42.34 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 1,540 | 415 | ||||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 81,608 | 0.34 | 21,988 | 6.64 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 9,635 | 26.28 | 2,596 | 45.27 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 4,140,993 | 1.27 | 1,115,658 | 7.64 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 600 | 162 | ||||||
| 2025-08-12 | 13F | 南方平原金融公司 | 1,127 | 19.89 | 304 | 27.31 | ||||
| 2025-08-04 | 13F | 双城私人财富有限责任公司 | 1,617 | 5.41 | 437 | 12.08 | ||||
| 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 | 1,741 | 104.34 | 438 | 105.16 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 2,204 | 2.99 | 594 | 9.41 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 97,787 | 220.32 | 26,348 | 240.44 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 488 | 132 | ||||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 8,548 | 1.18 | 2,149 | 1.70 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 166,433 | 0.54 | 44,844 | 6.86 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 54,039 | 2,411.11 | 14,560 | 2,571.56 | ||||
| 2025-08-29 | NP | BASG - 布朗咨询可持续增长ETF | 31,825 | 8,575 | ||||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 1,510 | 407 | ||||||
| 2025-07-31 | 13F | B&T 资本管理 DBA Alpha 资本管理 | 11,761 | 0.44 | 3,169 | 6.74 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 19,037 | 11.81 | 5,129 | 18.84 | ||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 5,068 | 10.17 | 1,366 | 17.07 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 8,906 | 8.45 | 2,366 | 7.06 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 20,395 | 2.04 | 5,455 | 9.36 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 33,100 | 480.70 | 8,918 | 517.16 | |||
| 2025-08-14 | 13F | BW Gestao de Investimentos Ltda。 | 127,505 | 14.35 | 34,355 | 21.53 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 11,008 | 9.71 | 2,966 | 26.16 | ||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 59,269 | 17.53 | 15,969 | 24.91 | ||||
| 2025-06-25 | NP | FXZ - 第一信托材料 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 | 24,417 | 20.27 | 6,139 | 20.87 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 27,600 | 67.27 | 7,437 | 77.77 | |||
| 2025-07-17 | 13F | 伊格尔布拉夫斯财富管理有限责任公司 | 4,632 | 0.37 | 1,251 | 6.74 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 116,399 | 23 | ||||||
| 2025-07-16 | 13F | 财富集团有限公司 | 813 | 219 | ||||||
| 2025-08-28 | NP | VNEYX - Vontobel 全球环境变化基金 Y 股 | 1,068 | 5.43 | 288 | 12.11 | ||||
| 2025-08-13 | 13F | 第1832章 | 58,742 | 0.01 | 15,827 | 6.29 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 2,759 | 743 | ||||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 115 | 202.63 | 31 | 233.33 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 1,928 | 9.48 | 520 | 16.37 | ||||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 5,129 | 1.22 | 1,382 | 7.55 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 89 | 7.23 | 24 | 9.52 | ||||
| 2025-07-30 | 13F | 美国资本投资服务公司 | 116,372 | 0.32 | 31,355 | 6.62 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 66,147 | 8.34 | 16,631 | 8.88 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 1,680 | 39.30 | 422 | 40.20 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 66 | 450.00 | 18 | 466.67 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 7,983 | 12.80 | 2,151 | 19.84 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 2,210 | 103.69 | 596 | 116.36 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 6,097 | 2.25 | 1,643 | 8.67 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 25,007 | 5.25 | 6,738 | 11.85 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 92,916 | 25,035 | ||||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 29 | 8 | ||||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 17,432 | 4,697 | ||||||
| 2025-08-08 | 13F | 认可投资者公司 | 4,099 | 55.62 | 1,104 | 65.52 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 2,842 | 16.71 | 766 | 23.99 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 352 | 13.18 | 89 | 14.29 | ||||
| 2025-05-29 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 6,020 | 4.97 | 1,526 | 13.63 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 9,287 | 17.95 | 3 | 100.00 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 4,960 | 9.90 | 1,337 | 16.78 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 3,015 | 1.01 | 812 | 7.41 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 46,174 | 233.53 | 12,441 | 254.55 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 16,974 | 5.78 | 4,247 | 14.73 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 7,803 | 2,073 | ||||||
| 2025-08-28 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 全球基金系列 II | 40,197 | 7.42 | 10,831 | 14.17 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 17,746 | 8.93 | 4,714 | 7.55 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 22,932 | 75.19 | 6 | 100.00 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 954 | 257 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 9,452 | 23.14 | 2,547 | 30.77 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 108,650 | 2.00 | 29,275 | 8.41 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 1,005 | 271 | ||||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 671 | 1.67 | 181 | 7.78 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 485,583 | 1.95 | 130,835 | 8.35 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 54,199 | 2.25 | 13,627 | 2.75 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 20,500 | 28.58 | 5,524 | 36.64 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 56 | 40.00 | 15 | 50.00 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 8,860 | 20.54 | 2,393 | 28.12 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 7,434 | 3.94 | 2,003 | 10.48 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 239,632 | 2.02 | 64,566 | 8.42 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 5,099 | 12.73 | 1 | 0.00 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 4,700 | 2.78 | 1,266 | 9.23 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 267,934 | 5.98 | 71,169 | 4.64 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 17,751 | 13.50 | 4,783 | 20.64 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 412,545 | 3.29 | 111,156 | 9.77 | ||||
| 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 | 1,052 | 1.54 | 265 | 1.93 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 297 | 75 | ||||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 2,488 | 4.58 | 626 | 5.04 | ||||
| 2025-07-22 | 13F | 智者投资顾问有限公司 | 780 | 210 | ||||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 200 | 54 | |||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 3,125 | 2.80 | 842 | 9.35 | ||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 2,787,138 | 0.14 | 750,966 | 6.43 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 71,722 | 13.02 | 19,325 | 20.11 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 372,715 | 75.85 | 100,424 | 86.89 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 4,020 | 11.17 | 1,083 | 18.23 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 17,153 | 5 | ||||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,576 | 8.76 | 425 | 15.53 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 24 | 380.00 | 6 | 500.00 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 39 | 2.63 | 11 | 11.11 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 37 | 428.57 | 10 | 800.00 | ||||
| 2025-07-14 | 13F | 哈林顿投资公司 | 9,061 | 1.67 | 2,441 | 8.06 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 5,575 | 6.35 | 1,402 | 6.86 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 3,292 | 73.72 | 881 | 86.44 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,522 | 8.40 | 410 | 15.49 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 3,070 | 3.05 | 829 | 9.80 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 5,278 | 19.14 | 1,422 | 26.63 | ||||
| 2025-07-29 | 13F | 史密斯布里奇资产管理公司/德国 | 19,994 | 0.94 | 5,387 | 7.29 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 6,374 | 1.85 | 1,717 | 8.26 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 4,559 | 22.78 | 1,228 | 30.50 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 2,610,791 | 3.57 | 703,452 | 10.07 | ||||
| 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 | 3,179,560 | 0.74 | 844,555 | -0.53 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 12,191 | 17.49 | 3,238 | 16.02 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 2,897 | 49.79 | 781 | 59.18 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 1,270 | 55.64 | 342 | 66.02 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 744 | 200 | ||||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 105,139 | 28 | ||||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 278,780 | 1.41 | 75,114 | 7.78 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 1,693 | 7.49 | 456 | 14.29 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 247,226 | 7.75 | 66,618 | 14.52 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 8,900 | 50.85 | 2,398 | 60.40 | |||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 873 | 235 | ||||||
| 2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 860 | 6.17 | 232 | 12.68 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 20,822 | 106.96 | 5,610 | 120.00 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 11 | 37.50 | 3 | 0.00 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 1,999 | 3.09 | 539 | 9.57 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 6,499 | 15.19 | 1,751 | 22.45 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 150 | 41 | ||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 3,236 | 3.85 | 872 | 10.39 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 1,304 | 9.86 | 351 | 16.61 | ||||
| 2025-08-28 | NP | VNGYX - Vontobel 全球股票基金 Y 股 | 1,703 | 459 | ||||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 52,993 | 9.88 | 14,278 | 16.78 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 810 | 218 | ||||||
| 2025-08-08 | 13F | 纽约信托银行 | 1,810 | 2.84 | 488 | 9.19 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 772 | 209 | ||||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 418,877 | 415.63 | 112,862 | 448.03 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 11,790 | 2.68 | 3,177 | 9.14 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 38,215 | 8.07 | 10,297 | 14.86 | ||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 2,581 | 5.30 | 682 | 12.73 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 35,774 | 1.49 | 9,639 | 7.87 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 1,038 | 280 | ||||||
| 2025-08-13 | 13F | 专题资产管理 | 152,782 | 0.70 | 41,166 | 7.03 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 98,308 | 361.71 | 26,488 | 390.79 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 1,206 | 3.08 | 325 | 9.46 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 40,825 | 3.25 | 11,000 | 9.73 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 5,138 | 1.98 | 1,384 | 8.38 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 38,465 | 6.26 | 10,217 | 4.93 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 1,043 | 281 | ||||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 13,892 | 46.82 | 3,743 | 56.09 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 9,995 | 1.77 | 2,693 | 8.20 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 698 | 2.20 | 188 | 8.09 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 1,745 | 2.95 | 470 | 9.56 | ||||
| 2025-05-30 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 5,838 | 10.34 | 1,577 | 17.26 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 127 | 34 | ||||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 1,762 | 9.44 | 0 | |||||
| 2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 1,413 | 381 | ||||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 5,194 | 0.68 | 1,403 | 6.94 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 9,920 | 0.43 | 2,673 | 6.71 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 124,212 | 24,942.74 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 1,073 | 0.56 | 289 | 7.04 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 1,121 | 4.38 | 293 | 17.27 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 5,479,529 | 0.42 | 1,469,019 | 6.59 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 198,149 | 0.83 | 53,389 | 7.16 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 592 | 0.85 | 160 | 7.43 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 7,089 | 1,910 | ||||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 32,325 | 0.06 | 8,710 | 6.34 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 4,574 | 1.46 | 1,232 | 7.88 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 1,230 | 332 | ||||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,162 | 10.14 | 312 | 24.30 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 1,791 | 17.91 | 483 | 25.19 | ||||
| 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 | 4,000 | 1,078 | ||||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -9,333 | -39.46 | -2,515 | -35.67 | |||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 226,725 | 72.30 | 61,089 | 83.12 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 67,928 | 0.56 | 18,303 | 6.88 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 2,717 | 732 | ||||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 34,542 | 22.03 | 9,307 | 29.70 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 16 | 4 | ||||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 70 | 169.23 | 19 | 5.88 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 4,107 | 23.89 | 1,109 | 31.71 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 3,969 | 17.60 | 1,054 | 16.21 | ||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 829 | 223 | ||||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 857 | 233 | ||||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 4,257 | 13.31 | 1,147 | 20.48 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 267,835 | 20.19 | 72,165 | 27.74 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 369,535 | 11.89 | 98,854 | 19.31 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 79,300 | 12.96 | 21,367 | 20.05 | |||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 5,620 | 58.22 | 1,514 | 68.22 | ||||
| 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 | 17,554 | 5.88 | 4,414 | 6.41 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 5,154 | 0.10 | 1 | 0.00 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 1,166 | 22.87 | 314 | 30.83 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 4,024 | 16.67 | 1,012 | 17.29 | ||||
| 2025-07-08 | 13F | 利夫斯伯格财务咨询 | 540 | 145 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,140 | 5.65 | 307 | 12.45 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 8,430 | 0.09 | 2,137 | 8.31 | ||||
| 2025-07-09 | 13F | 诺曼·菲尔兹 (Norman Fields)，Gottscho 资本管理有限责任公司 | 756 | 0 | ||||||
| 2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,667 | 7.00 | 443 | 5.49 | ||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 1,643 | 0.24 | 443 | 6.51 | ||||
| 2025-04-24 | NP | PWTAX - 瑞银美国配置基金 A 类 | 344 | 405.88 | 93 | 513.33 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 786 | 16.10 | 212 | 23.39 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 80 | 22 | ||||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 9,900 | 20.29 | 3 | 0.00 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,109 | 11.91 | 279 | 12.55 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 19,768 | 1.49 | 5 | 25.00 | ||||
| 2025-04-25 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,399 | 31.63 | 19,476 | 42.34 | ||||
| 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 | 30,886 | 7.61 | 8,204 | 6.24 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 10,007 | 23.74 | 2,696 | 31.51 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 598 | 111.31 | 159 | 107.89 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,671 | 39.02 | 444 | 37.15 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 115,780 | 2.48 | 31,260 | 8.90 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 77,614 | 2.36 | 20,616 | 1.06 | ||||
| 2025-07-23 | 13F | 米罗娃美国有限责任公司 | 2,052,803 | 3.72 | 553,107 | 10.23 | ||||
| 2025-07-25 | 13F | 哈特兰银行信托公司 | 1,090 | 294 | ||||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 156 | 11.43 | 42 | 20.00 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 846,703 | 1.59 | 228,121 | 8.22 | ||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 3,142 | 0.29 | 846 | 6.55 | ||||
| 2025-08-28 | NP | TLCHX - 社会选择股票基金 | 3,195 | 3.06 | 861 | 9.55 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 5,007 | 29.48 | 1,349 | 37.65 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 1,641 | 5.73 | 413 | 6.19 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 30,105 | 4.21 | 8,111 | 10.76 | ||||
| 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 | 309,167 | 18.35 | 82,121 | 16.85 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 1,085 | 292 | ||||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 3,152 | 255.36 | 849 | 279.02 | ||||
| 2025-07-08 | 13F | 米拉博与Cie SA | 5,207 | 2.26 | 1,403 | 8.68 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 2,938 | 9.71 | 780 | 8.33 | ||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 3,525 | 28.00 | 948 | 35.82 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, 有限责任公司 | 29,876 | 1.89 | 8,050 | 8.29 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 390 | 286.14 | 105 | 320.00 | ||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender 基金 A 类股 | 1,100 | 296 | ||||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 1,774 | 6.42 | 478 | 13.27 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 5,776 | 77.45 | 1,556 | 88.61 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 767 | 207 | ||||||
| 2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 77,369 | 1.41 | 20,846 | 7.78 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 20,489 | 5.34 | 5,521 | 11.94 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 1,397 | 24.62 | 377 | 32.39 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 80 | 60.00 | 20 | 122.22 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 5,592 | 25.35 | 1,507 | 33.27 | ||||
| 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 | 8,084 | 6.40 | 2,033 | 15.98 | ||||
| 2025-07-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 4,955 | 470.85 | 1,316 | 464.81 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 7,590 | 89.75 | 2,045 | 101.68 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -531 | -141 | |||||
| 2025-08-13 | 13F | RWC 资产管理有限公司 | 1,804 | 486 | ||||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 18 | 5 | ||||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 5,646 | 0.62 | 1,521 | 6.96 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 3,141 | 56.97 | 834 | 55.02 | ||||
| 2025-07-18 | 13F | 自由资本管理公司 | 22,238 | 0.52 | 5,992 | 6.83 | ||||
| 2025-08-05 | 13F | 贤者资本管理有限责任公司 | 2,843 | 0.07 | 766 | 6.25 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 437,180 | 2.01 | 117,794 | 8.41 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 964 | 260 | ||||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 58,421 | 49.43 | 15,741 | 58.81 | ||||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 4,018 | 1,083 | ||||||
| 2025-08-07 | 13F | 中央信托公司 | 1,600 | 0.95 | 431 | 7.48 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 材料行业基金 (A) | 33,824 | 1.43 | 9,114 | 7.80 | ||||
| 2025-08-07 | 13F | 商业银行 | 33,136 | 0.71 | 8,928 | 7.04 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 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 | 2,672 | 4,010.77 | 672 | 4,093.75 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 56 | 15 | ||||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 17,825 | 309.77 | 4,803 | 335.75 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 13,819 | 3,723 | ||||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 1,437 | 1.20 | 387 | 7.80 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 1,073 | 5.61 | 289 | 12.45 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 1,545,976 | 17.95 | 416,548 | 25.36 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 79,270 | 30.96 | 21,359 | 39.19 | ||||
| 2025-08-07 | 13F | Gs 投资公司 | 15,534 | 0.62 | 4,185 | 6.92 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 300 | 81 | |||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 6,742 | 2.15 | 1,817 | 8.55 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 96 | 4.35 | 24 | 4.35 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 80 | 21 | ||||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 85 | 3.66 | 21 | 5.00 | ||||
| 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 | 1,757 | 26.68 | 467 | 24.93 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 22,550 | 1.07 | 6,076 | 7.41 | ||||
| 2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 755 | 204 | ||||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 6,556 | 15.32 | 1,741 | 13.87 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 36,622 | 9,867 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 4,206 | 405.53 | 1,133 | 439.52 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 90 | 7.14 | 23 | 4.76 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 10,794 | 35.76 | 2,744 | 46.84 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 500 | 135 | |||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 4,625 | 0.92 | 1,246 | 7.32 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 30,188 | 946.38 | 8,019 | 933.25 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 746 | 201 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 249 | 28.35 | 66 | 26.92 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 9,782 | 2,636 | ||||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 10,740 | 1.89 | 2,700 | 2.39 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 1,233 | 12.30 | 332 | 19.42 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 9,747 | 12.89 | 2,589 | 11.46 | ||||
| 2025-07-24 | 13F | 金融连接集团有限公司 | 100 | 0 | ||||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 1,631 | 44.46 | 447 | 56.29 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 265 | 2.32 | 0 | |||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 735 | 0.14 | 198 | 6.45 | ||||
| 2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 2,979 | 34.31 | 791 | 32.72 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 997 | 14.47 | 269 | 21.82 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,848 | 8.18 | 1,022 | 6.90 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 7,378 | 32.32 | 1,988 | 40.62 | ||||
| 2025-08-29 | NP | FTZIX - Fuller & Thaler 行为无约束股票基金机构股票 | 27,886 | 22.54 | 7,514 | 30.23 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 25,732 | 40.41 | 6,933 | 49.23 | ||||
| 2025-08-12 | 13F | 白松资本有限公司 | 10,382 | 0.12 | 2,797 | 6.43 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 1,804 | 17.30 | 486 | 24.94 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 1,344,594 | 0.98 | 362,287 | 7.32 | ||||
| 2025-07-24 | NP | TBLU - 乌龟全球水资源 ESG 基金 | 14,630 | 62.94 | 3,886 | 60.91 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 55,334 | 59.79 | 14,909 | 72.56 | ||||
| 2025-08-06 | 13F | SNS 金融集团有限责任公司 | 6,450 | 0.26 | 1,742 | 6.54 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 788,929 | 2.04 | 212,569 | 8.44 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 155 | 42 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 5,346 | 3.46 | 1,440 | 10.01 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 1,472 | 8.00 | 397 | 14.78 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 4,089 | 1.67 | 1,102 | 8.05 | ||||
| 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 | 1,236 | 61.15 | 333 | 71.65 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类 | 41,182 | 5.56 | 11,096 | 12.19 | ||||
| 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 | 6,463 | 8.69 | 1,717 | 7.32 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 31,451 | 10.74 | 7,908 | 11.29 | ||||
| 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 | 18,947 | 2.97 | 5,033 | 1.68 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 10,840 | 4.84 | 2,921 | 11.41 | ||||
| 2025-08-13 | 13F | 库恩公司投资顾问 | 1,752 | 0.11 | 472 | 6.55 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 2,091 | 9.99 | 563 | 17.05 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 1,050 | 28.99 | 284 | 37.38 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 20,091 | 3.78 | 5,337 | 2.46 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 61,884 | 7.38 | 16,674 | 14.13 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 5,943 | 3.66 | 1,601 | 10.19 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 95,154 | 1.60 | 26 | 8.70 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 774 | 209 | ||||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 7,460 | 2 | ||||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 2,190 | 44.46 | 551 | 45.12 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 111,897 | 5.04 | 30,150 | 11.64 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 5,964 | 1.08 | 1,607 | 7.42 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 134 | 1.52 | 36 | 9.09 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 800 | 216 | ||||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 1,033 | 6.28 | 278 | 13.01 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 6,865 | 1.34 | 1,850 | 7.69 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 3,299 | 0.21 | 889 | 6.47 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 12,649 | 5.48 | 3,360 | 4.16 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 945 | 3.85 | 255 | 10.43 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,466,695 | 0.09 | 395,186 | 6.38 | ||||
| 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 | 760 | 21.41 | 191 | 22.44 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 3,112 | 68.58 | 841 | 79.10 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 3,045 | 182.73 | 823 | 201.10 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 68,057 | 7.86 | 17,112 | 8.39 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 40,972 | 21.43 | 11,041 | 29.09 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 6,268 | 1.69 | 1,689 | 8.07 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 3,799 | 0.48 | 1,024 | 6.78 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 2,063 | 4.51 | 1 | |||||
| 2025-08-14 | 13F | 多伦多道明银行 | 152,964 | 24.90 | 41,214 | 32.74 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 8,204,182 | 1.97 | 2,210,535 | 8.38 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 153,291 | 3.16 | 41,303 | 9.64 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 487 | 9.68 | 131 | 16.96 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 724 | 16.21 | 195 | 24.20 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 837 | 228 | ||||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 41 | 10 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 83 | 22 | ||||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 6,116 | 5.87 | 1,648 | 12.50 | ||||
| 2025-08-14 | 13F | DoubleLine ETF 顾问 LP | 14,541 | 3,918 | ||||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 18,639 | 255.71 | 4,686 | 257.71 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 485 | 20.65 | 122 | 21.00 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 23,113 | 60.31 | 5,767 | 57.11 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 840 | 3.07 | 226 | 9.71 | ||||
| 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 | 559,231 | 0.76 | 140,607 | 1.26 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 10,552 | 17.94 | 2,843 | 25.35 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 595,617 | 1.83 | 160,483 | 8.22 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 29,758 | 0.25 | 7,904 | -1.01 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 772,694 | 7.51 | 208,195 | 14.26 | ||||
| 2025-07-07 | 13F | 鱼鹰私人财富有限责任公司 | 16,035 | 2.46 | 4,395 | 10.79 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 135,706 | 2.43 | 36,565 | 8.86 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 8 | 60.00 | 2 | 100.00 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 14 | 4 | ||||||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 85,864 | 0.31 | 21,589 | 0.80 | ||||
| 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 | 24,597 | 2.07 | 6,627 | 8.48 | ||||
| 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 | 75,542 | 0.42 | 18,994 | 0.92 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 2,397 | 651 | ||||||
| 2025-08-14 | 13F | 曼氏集团 | 542,380 | 66.32 | 146,139 | 76.76 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 3,072 | 4.07 | 828 | 10.56 | ||||
| 2025-08-15 | 13F | 布朗财务顾问 | 4,885 | 5.35 | 1,316 | 12.00 | ||||
| 2025-08-13 | 13F | 挪威银行 | 3,145,575 | 847,544 | ||||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 6,200 | 7.27 | 1,675 | 13.96 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 224 | 24.44 | 60 | 33.33 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 79,837 | 0.40 | 21,511 | 6.70 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 870 | 6.88 | 234 | 13.59 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 1,902 | 1.17 | 512 | 7.56 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 4,578 | 35.77 | 1,233 | 44.38 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 7,616 | 3.94 | 2,052 | 10.50 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 296,835 | 4.20 | 79,808 | 11.02 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 30,132 | 52.69 | 8,259 | 85.49 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 2,001 | 4.49 | 534 | 9.88 | ||||
| 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 | 80,630 | 7.65 | 21,725 | 14.41 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 14 | 4 | ||||||
| 2025-07-22 | 13F | 希科利资产管理公司 | 1,061 | 0.28 | 286 | 6.34 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 5,622 | 240.52 | 1,515 | 262.20 | ||||
| 2025-07-25 | NP | IVEG - iShares Emergent Food 和 AgTech 多部门 ETF | 641 | 0.63 | 170 | -0.58 | ||||
| 2025-08-13 | 13F | 温斯洛资本管理有限公司 | 1,202,208 | 22.13 | 323,923 | 29.80 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 663 | 2.31 | 179 | 8.54 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 118 | 81.54 | 32 | 93.75 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Invesco 全球投资组合 IB 类 | 10,923 | 22.17 | 2,943 | 29.88 | ||||
| 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 | 36.36 | 4 | 50.00 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 862,449 | 49.93 | 232 | 60.00 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 13,783 | 559.47 | 3,714 | 601.89 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 1,574 | 0.25 | 424 | 6.80 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 21,250 | 7.86 | 5,644 | 6.49 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 180,222 | 11.43 | 48,559 | 8.17 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 6,049 | 1,630 | ||||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 2,709 | 413.07 | 730 | 448.12 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 806 | 0.25 | 217 | 6.90 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 2,978 | 31.54 | 802 | 39.97 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 51 | 21.43 | 14 | 44.44 | ||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 50,761 | 16.65 | 13,677 | 23.98 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 1,139 | 18.89 | 307 | 26.45 | ||||
| 2025-08-28 | NP | AAMAX - 绝对资本资产配置基金 A 类股票 | 2,200 | 593 | ||||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 1,691 | 2.05 | 456 | 8.33 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 55,256 | 0.01 | 14,888 | 6.29 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 151 | 93.59 | 41 | 110.53 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 37,865 | 3.86 | 10,202 | 10.38 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 3,243 | 4.85 | 815 | 5.43 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 4,816 | 333.87 | 1,298 | 361.57 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 727,152 | 0.09 | 195,924 | 6.38 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 1,216 | 328 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 472 | 9.51 | 127 | 16.51 | ||||
| 2025-08-07 | 13F/A | 贝尔投资咨询有限公司 | 4,561 | 1,209 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林股息上涨 VIP 基金 1 级 | 74,513 | 4.78 | 20,077 | 11.36 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 29,031 | 7,822 | ||||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 87,247 | 23,508 | ||||||
| 2025-07-31 | 13F | 中央银行 | 3,085 | 1.88 | 831 | 8.34 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 70,000 | 18,861 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | 2,522,904 | 2.39 | 679,771 | 8.82 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 7,176 | 0.86 | 1,933 | 7.21 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 127 | 14.41 | 34 | 21.43 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 3,777 | 0.40 | 1,018 | 6.72 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 194 | 52 | ||||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 41 | 11 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 6,028 | 8.95 | 1,624 | 15.83 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 205 | 58.91 | 55 | 71.88 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,384 | 39.80 | 373 | 48.80 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 5,489 | 83.70 | 1,479 | 95.24 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,571 | 6.22 | 423 | 13.10 | ||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 2,073 | 3.60 | 554 | 11.02 | ||||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 114 | 9.62 | 30 | 11.11 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 16 | 14.29 | 4 | 33.33 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 350 | 695.45 | 94 | 754.55 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 43 | 65.38 | 0 | |||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 7 | 2 | ||||||
| 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 | 5,520 | 4.55 | 1,388 | 5.00 | ||||
| 2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 805 | 217 | ||||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 4,912 | 1,323 | ||||||
| 2025-08-06 | 13F | 吉纳斯资本管理公司 | 9,557 | 94.84 | 2,575 | 107.16 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 1,733 | 1.64 | 460 | 0.44 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 4,304 | 20.80 | 1,160 | 28.35 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,596 | 12.00 | 430 | 19.11 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 91,391 | 28.09 | 24,624 | 36.13 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 3,001 | 1.35 | 809 | 7.73 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 378 | 83.50 | 0 | |||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 2,295 | 60.60 | 618 | 70.72 | ||||
| 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 | 88,500 | 18.79 | 23,845 | 26.25 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 19,050 | 3.51 | 5,133 | 10.01 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 448 | 6.67 | 105 | -1.89 | ||||
| 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 | 129,599 | 0.98 | 34,919 | 7.32 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 2,174 | 13.29 | 586 | 20.37 | ||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 8,512 | 10.19 | 2,294 | 17.11 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 83,015 | 1.86 | 20,872 | 2.36 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 69,847 | 97.60 | 18,820 | 110.01 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 592 | 8.03 | 160 | 15.22 | ||||
| 2025-07-08 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 144,358 | 0.47 | 38,896 | 6.78 | ||||
| 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 | 20,406 | 14.33 | 5,420 | 12.89 | ||||
| 2025-08-14 | 13F/A | 哈钦森财务顾问公司 | 2,268 | 611 | ||||||
| 2025-08-08 | 13F | M&G 有限公司 | 4,421 | 0.52 | 1,189 | 6.45 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 4,679 | 0.45 | 1,261 | 6.78 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 3,362 | 4.90 | 936 | 15.27 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 111,175 | 29,956 | ||||||
| 2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 345,780 | 2.29 | 93,167 | 8.72 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 3,318 | 0.70 | 894 | 6.95 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 2,116 | 11.02 | 570 | 18.01 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 225,079 | 2.51 | 60,645 | 8.95 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 7,226 | 29.20 | 1,947 | 37.33 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 751,231 | 0.76 | 202,412 | 7.08 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 104,226 | 37.54 | 28,083 | 46.18 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 314 | 6.08 | 0 | |||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 2,735 | 4.07 | 737 | 10.51 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 1,956 | 0.10 | 527 | 6.46 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 653,174 | 4.44 | 175,991 | 11.00 | ||||
| 2025-08-08 | 13F | 凤凰财富顾问 | 1,863 | 0.05 | 502 | 6.14 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 56,503 | 0.14 | 15,224 | 6.43 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 62,250 | 1.28 | 16,773 | 7.64 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/奥本海默全球增长基金 (a) | 30,993 | 19.60 | 8,351 | 27.11 | ||||
| 2025-06-26 | NP | HEOMX - 哈特福德气候机会基金 A 级 | 11,387 | 8.24 | 2,863 | 8.82 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 15,901 | 72.82 | 4,284 | 83.70 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 5,700 | 1,536 | |||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 82,164 | 10.47 | 22,138 | 17.40 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 94,901 | 7.61 | 25,570 | 14.37 | ||||
| 2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 741 | 5.41 | 186 | 6.29 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 3,300 | 3.12 | 889 | 9.62 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 443 | 1.14 | 119 | 7.21 | ||||
| 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 | 350,377 | 12.67 | 94,406 | 19.75 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 465,558 | 2.11 | 125 | 8.70 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 279 | 13.41 | 70 | 14.75 | ||||
| 2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 11,738 | 3,163 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 53,699 | 1.68 | 14,469 | 8.07 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 3,408 | 2.13 | 921 | 8.49 | ||||
| 2025-08-07 | 13F | 弗里蒙特管理公司 | 52,300 | 14,092 | ||||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 59,240 | 2.95 | 15,962 | 9.42 | ||||
| 2025-08-12 | 13F | 巴林银行 | 19,742 | 0.38 | 5,319 | 6.70 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 504,261 | 6.47 | 135,868 | 13.16 | ||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 2,940 | 1.87 | 792 | 8.34 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 36,147 | 165.86 | 9,739 | 182.62 | ||||
| 2025-07-22 | 13F | 希蒙运河信托公司 | 22,244 | 38.72 | 5,993 | 47.43 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 198,351 | 3.25 | 53 | 10.42 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 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 | 681 | 46.14 | 183 | 59.13 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 46,472 | 1.61 | 12,522 | 8.01 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 2,337 | 46.61 | 1 | |||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 3,644 | 2.47 | 982 | 8.52 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 21,830 | 0.92 | 5,882 | 7.26 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 4,818 | 70.61 | 1,298 | 81.54 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 3,166 | 14.13 | 853 | 21.34 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,412 | 6.81 | 380 | 13.43 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 2,036,339 | 119.73 | 548,671 | 133.53 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 1,704 | 459 | ||||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 960 | 7.14 | 259 | 13.66 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 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 | 3,060,382 | 0.23 | 824,589 | 6.52 | ||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 22,198 | 398.38 | 5,896 | 392.15 | ||||
| 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 | 93 | 17.72 | 23 | 21.05 | ||||
| 2025-08-14 | 13F | 万城投资管理有限公司 | 2,637 | 7.85 | 1 | |||||
| 2025-08-06 | 13F | Spurstone 咨询服务有限公司 | 65 | 18 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 3,179 | 22.55 | 857 | 30.29 | ||||
| 2025-05-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 24 | 50.00 | 6 | 100.00 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 19,245 | 0.42 | 5,185 | 6.73 | ||||
| 2025-07-17 | 13F | 景顺有限公司 | 1,400 | 18.04 | 377 | 25.67 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 3,666 | 26.46 | 988 | 34.47 | ||||
| 2025-08-28 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 1,510 | 9.10 | 407 | 57.36 | ||||
| 2025-07-18 | 13F | 福布斯律师事务所 | 33,231 | 0.12 | 8,954 | 6.41 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 534,288 | 8.71 | 143,959 | 15.53 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 3,808 | 0.42 | 1,039 | 8.46 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 696 | 4.82 | 185 | 3.37 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 4,623 | 5.09 | 1,246 | 11.66 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 13,655 | 13.37 | 3,679 | 20.50 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 179 | 23.45 | 48 | 33.33 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 3,130 | 11.07 | 843 | 18.07 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 26 | 36.84 | 7 | 75.00 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 7 | 2 | ||||||
| 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 | 127,469 | 1.23 | 33,858 | -0.04 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 1,775 | 54.35 | 478 | 64.26 | ||||
| 2025-07-08 | 13F | 圣骑士财富有限责任公司 | 3,032 | 5.79 | 817 | 12.40 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 16,542 | 5.83 | 4,394 | 4.50 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 65 | 242.11 | 18 | 325.00 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 106,295 | 1,231.85 | 28,640 | 1,315.72 | ||||
| 2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 48,163 | 0.18 | 12,977 | 6.47 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 658,475 | 1.37 | 177 | 7.93 | ||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 82,924 | 7.54 | 22,343 | 14.29 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 2,408 | 649 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 2,670 | 719 | ||||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 839 | 107.67 | 211 | 107.92 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 247 | 38.76 | 67 | 46.67 | ||||
| 2025-08-07 | 13F | 毕马威资本有限责任公司 | 30,249 | 11.86 | 8,150 | 18.89 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 7,163,137 | 2.28 | 1,930,036 | 8.71 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 40,822 | 0.85 | 10,999 | 7.19 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 8,049 | 0.42 | 2,169 | 6.75 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 1,725 | 465 | ||||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 263 | 107.09 | 66 | 112.90 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 6,678 | 409.38 | 1,799 | 441.87 | ||||
| 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 | 32,800 | 0.61 | 8,838 | 6.93 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 25,800 | 6,952 | |||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 275,832 | 435.28 | 74,320 | 468.94 | ||||
| 2025-08-08 | 13F | 财富联盟 | 839 | 4.35 | 226 | 11.33 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 5,553 | 10.44 | 1,496 | 17.15 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 20,167 | 2.41 | 5,434 | 8.83 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 135 | 8.87 | 36 | 16.13 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 3,824 | 6.02 | 1,016 | 4.64 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 2,188 | 24.53 | 590 | 32.36 | ||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 3,224 | 31.91 | 1 | |||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 794,633 | 0.41 | 212,641 | 5.99 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 6,772 | 9.58 | 1,825 | 16.48 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 2,896 | 48.06 | 780 | 57.58 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 6,951 | 455.19 | 1,873 | 490.54 | ||||
| 2025-08-08 | 13F | 枫树资本管理公司 | 46,944 | 1.50 | 12,649 | 7.87 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 53,195 | 0.12 | 14,333 | 6.40 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 846 | 228 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 1,805 | 486 | ||||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 42,891 | 3.22 | 11,393 | 1.92 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 81,004 | 20.34 | 21,826 | 27.90 | ||||
| 2025-07-23 | 13F | 司法部有限责任公司 | 1,319 | 314 | ||||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 1,205 | 4.69 | 325 | 11.34 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 756 | 1.34 | 204 | 7.41 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 44 | 15.79 | 12 | 10.00 | ||||
| 2025-08-07 | 13F | 半岛资产管理公司 | 20,009 | 2.01 | 5,391 | 8.43 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 35,989 | 101.08 | 10 | 125.00 | ||||
| 2025-07-28 | 13F | 港湾信托投资管理公司 | 24,503 | 0.22 | 6,602 | 6.52 | ||||
| 2025-07-24 | NP | FSCHX - 化学品产品组合 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 | 137,500 | 48.65 | 36,523 | 46.77 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 6,306 | 1,703 | ||||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 72 | 19 | ||||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 642,283 | 1,580.14 | 173,055 | 1,714.94 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 119,480 | 229.96 | 32,193 | 250.71 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 772 | 208 | ||||||
| 2025-07-29 | 13F | Crux 财富顾问 | 1,265 | 28.43 | 341 | 36.55 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 20,683 | 5.57 | 5,573 | 12.20 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 2,862 | 2.80 | 771 | 9.36 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 6,769 | 6.15 | 1,824 | 12.81 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 1,100 | 296 | ||||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 2,990 | 1.42 | 794 | 0.13 | ||||
| 2025-06-27 | NP | PYZ - Invesco DWA 基础材料动量 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 | 4,711 | 7.48 | 1,184 | 8.03 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 1,136 | 11.70 | 307 | 18.60 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 171 | 18.75 | 46 | 27.78 | ||||
| 2025-08-06 | 13F | 延龄草资产管理有限公司 | 214,585 | 0.98 | 57,819 | 7.33 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 7,513 | 83.07 | 2,024 | 94.62 | ||||
| 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 | 5,598 | 5.84 | 1,508 | 12.54 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 3,398 | 940 | ||||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 295,744 | 4.72 | 79,685 | 11.29 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 127,835 | 6.37 | 35,038 | 15.01 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 4,639 | 4.20 | 1,250 | 10.82 | ||||
| 2025-08-14 | 13F | CM Bidwell & Associates 有限公司 | 564 | 0.89 | 152 | 7.09 | ||||
| 2025-06-25 | NP | KNG - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 219,482 | 1.47 | 55,184 | 1.98 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 924 | 249 | ||||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 4 | 1 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 58,708 | 20.82 | 15,818 | 28.41 | ||||
| 2025-07-14 | 13F | Kfg 财富管理有限公司 | 921 | 1.21 | 248 | 7.83 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 4,817 | 16.41 | 1,288 | 24.81 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 5,405 | 11.33 | 1,359 | 11.86 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 3,048 | 29.70 | 821 | 37.98 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 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 | 21,200 | 5,631 | ||||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 1,114 | 8.37 | 300 | 15.38 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 263,090 | 1.35 | 70,887 | 7.72 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 75,437 | 14.55 | 20,326 | 21.74 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 1,726 | 2.31 | 465 | 8.90 | ||||
| 2025-08-29 | NP | 多策略成长与收益基金 | 1,314 | 162.80 | 354 | 180.95 | ||||
| 2025-08-25 | NP | MGFAX - 万通互助理财全球基金 A 类 | 3,605 | 16.89 | 971 | 24.33 | ||||
| 2025-08-13 | 13F | 瑞奇财富管理有限公司 | 2,192 | 0.27 | 591 | 6.50 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 210 | 20.69 | 57 | 27.27 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 1,159,965 | 2.99 | 313,590 | 9.71 | ||||
| 2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | 140,400 | 37,829 | ||||||
| 2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Put | 108,300 | 29,180 | |||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 3,241 | 873 | ||||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 106,221 | 5.88 | 28,626 | 12.52 | ||||
| 2025-04-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 42,186 | 17.59 | 11,285 | 26.02 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 10,020 | 14.51 | 2,662 | 13.09 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 7,897 | 1.83 | 2,128 | 8.19 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML全球基金I类 | 8,431 | 2,272 | ||||||
| 2025-08-14 | 13F | Synovus金融公司 | 16,658 | 5.35 | 4,488 | 11.98 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 12,588 | 6.81 | 3,392 | 13.53 | ||||
| 2025-07-22 | 13F | 库里南联合公司 | 23,466 | 11.68 | 6,323 | 18.70 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 12,141 | 0.71 | 3,271 | 7.04 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 18,470 | 2.29 | 4,977 | 8.72 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 123,802 | 14.87 | 33,357 | 22.08 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 170 | 46 | ||||||
| 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 | 14,129 | 6.28 | 3,552 | 6.79 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 4,527 | 47.84 | 1,220 | 66.30 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 3,553 | 45.61 | 957 | 54.85 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 20,690 | 5.38 | 5,575 | 12.00 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 60 | 16 | ||||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 11,427 | 4.06 | 3,079 | 10.60 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 15,783 | 20.40 | 4,192 | 18.89 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 1,540 | 22.22 | 415 | 29.78 | ||||
| 2025-08-07 | 13F | PFG顾问 | 956 | 5.52 | 258 | 12.23 | ||||
| 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 | 362,300 | 8.78 | 96,234 | 7.41 | ||||
| 2025-07-10 | 13F | 博钦信托公司 | 12,200 | 0.22 | 3,287 | 6.51 | ||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 12,100 | 70.42 | 3,042 | 71.28 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 2,646 | 0.46 | 713 | 6.75 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 4,185 | 1,128 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 12,905 | 15.88 | 3,428 | 14.42 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 1,049 | 0.10 | 283 | 6.42 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 11,930 | 17.62 | 3,214 | 25.01 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 19 | 46.15 | 5 | 33.33 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 7 | 40.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 吉尔森资本有限合伙人 | 25,814 | 7 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 16,257 | 0.23 | 4,087 | 0.74 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 64 | 4.92 | 16 | 6.67 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 2,995 | 1.29 | 807 | 7.61 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 799 | 4.72 | 201 | 5.26 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 6,305 | 28.12 | 1,699 | 47.40 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 54 | 15 | ||||||
| 2025-07-10 | 13F | Affiance 金融有限责任公司 | 2,078 | 0.05 | 560 | 6.27 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,311 | 7.39 | 581 | 7.99 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 448 | 121 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 14,600 | 3,905 | |||||
| 2025-08-14 | 13F | 范埃克联合公司 | 32,691 | 3.40 | 9 | 0.00 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 12,500 | 3,343 | |||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 6,094 | 3.08 | 1,642 | 9.55 | ||||
| 2025-05-22 | NP | GVALX - Gotham 大价值基金机构类别 | 713 | 3,140.91 | 181 | 3,500.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 940 | 2.51 | 253 | 9.05 | ||||
| 2025-08-14 | 13F | 夜之平方 LP | 35,573 | 21.90 | 9,585 | 29.57 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 5,038 | 4.03 | 1,358 | 10.59 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,218 | 0.57 | 1,917 | -0.67 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 153 | 0 | ||||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 1,584 | 38.46 | 427 | 46.90 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 11,033 | 0.83 | 2,973 | 7.14 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 16 | 23.08 | 4 | 33.33 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 1,934 | 0.52 | 521 | 13.76 | ||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 23,073 | 2.69 | 6,217 | 9.13 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 26,710 | 6.92 | 7,197 | 13.63 | ||||
| 2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 1,008 | 0.20 | 272 | 6.27 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 232 | 3,214.29 | 63 | 6,100.00 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 617 | 7.68 | 164 | 5.84 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 400 | 108 | |||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 2,685,717 | 7.95 | 723,640 | 14.73 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 2,542 | 28.84 | 685 | 36.80 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 64 | 220.00 | 17 | 240.00 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 144,256 | 0.41 | 38,317 | -0.85 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 24,662,213 | 1.03 | 6,644,987 | 7.37 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 27,374 | 6,883 | ||||||
| 2025-08-14 | 13F | Aletha 资本管理有限公司 | 1,245 | 335 | ||||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 114,877 | 0.22 | 30,952 | 6.51 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 28,494 | 2.99 | 7,675 | 9.46 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 731 | 146.96 | 184 | 147.30 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 2,995 | 5.31 | 1 | |||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 17,563 | 4,732 | ||||||
| 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 | 29,200 | 25.86 | 7,868 | 33.77 | ||||
| 2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 12,804 | 1.07 | 3,450 | 7.41 | ||||
| 2025-07-29 | NP | Voya 基础设施、工业和材料基金 | 5,500 | 40.63 | 1,461 | 38.78 | ||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 72,974 | 1.35 | 19,662 | 7.71 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 3 | ||||||
| 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 | 46,782 | 2.04 | 12,605 | 8.44 | ||||
| 2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 42,669 | 1.03 | 11,497 | 7.37 | ||||
| 2025-07-23 | 13F | H&H 退休设计与管理公司 | 968 | 2.33 | 260 | 18.81 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 21,096 | 0.82 | 5,684 | 7.16 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,933 | 66.47 | 1,576 | 64.41 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 516 | 81.05 | 130 | 81.69 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 180,958 | 0.68 | 48,757 | 7.00 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 115,128 | 1.44 | 28,947 | 1.94 | ||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 6,223 | 4.80 | 1,677 | 11.36 |
