机构和基金投资人持股 - 买家
在康宁公司中开设新头寸的主要持有者包括 鲸岩资本管理有限公司, 德克萨斯州金斯顿资本合伙有限公司, 模拟世纪管理公司, 杜肯家族办公室有限责任公司, Ceredex 价值顾问有限责任公司, SAMVX - Virtus Ceredex 中盘价值股票基金 A 类, SG资本管理有限公司, BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 A, SPMO - Invesco S&P 500 Momentum ETF, Rokos 资本管理有限公司, 中西部信托公司, 弗吉尼亚信托公司/va, CMVIX - Blackrock Advantage 大盘成长基金机构, Hartline 投资公司/, LGLV - SPDR SSGA 美国大盘低波动指数 ETF, Glenmede投资管理有限公司, BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A, 穆巴达拉投资公司 PJSC, FDMO - 富达动量因子 ETF, 和 Peak6有限责任公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
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| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 236,269 | 28.72 | 12,425 | 47.88 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 88,163 | 6.72 | 4,636 | 22.58 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 22,460 | 130.41 | 1,181 | 155.08 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 162,100 | 0.81 | 8,525 | 15.80 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 166,338 | 130.00 | 8,748 | 164.26 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 6,792 | 1.43 | 337 | 0.30 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 4,161 | 219 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 61,353 | 3,227 | ||||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 689,120 | 9.24 | 36 | 28.57 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 37,430 | 30.48 | 1,968 | 49.89 | ||||
| 2025-07-30 | 13F | 优势信托公司 | 200 | 11 | ||||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 34,556 | 1.52 | 1,817 | 16.62 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 9,764 | 28.42 | 513 | 47.41 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 1,537 | 2.88 | 81 | 17.65 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 147,807 | 0.59 | 7,773 | 15.57 | ||||
| 2025-05-30 | NP | TTEQ-T. Rowe Price 科技 ETF | 4,709 | 9.95 | 216 | 5.91 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 4,582 | 5.28 | 241 | 20.60 | ||||
| 2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,034 | 101 | ||||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 2,100 | 104 | ||||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 8,761 | 5.43 | 461 | 21.05 | ||||
| 2025-08-28 | NP | LGLV - SPDR SSGA 美国大盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 115,110 | 6,054 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 3,526 | 63.01 | 185 | 184.62 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 188,218 | 9,898 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 71,274 | 25.02 | 3,748 | 43.66 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 147,650 | 0.18 | 7,765 | 15.07 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 4,114,594 | 31.19 | 216,386 | 50.71 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 99,435 | 29.07 | 5,231 | 48.07 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 8,808 | 1.85 | 463 | 17.22 | ||||
| 2025-08-12 | 13F | 双焦点资本合作伙伴有限公司 | 12,016 | 0.13 | 632 | 14.94 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 464,700 | 261.07 | 24,439 | 314.84 | |||
| 2025-05-22 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 198,718 | 51.50 | 9,097 | 78.55 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 115,865 | 1.28 | 6,093 | 16.35 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 4,321 | 227 | ||||||
| 2025-08-08 | 13F | 赫多克公司 | 10,146 | 33.75 | 534 | 53.60 | ||||
| 2025-04-17 | NP | FLFGX - 全球配置基金零售类 | 382 | 961.11 | 17 | 1,600.00 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 251,755 | 21.66 | 13,240 | 39.76 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -43,687 | 6.15 | -1,939 | -9.57 | |||
| 2025-07-21 | 13F | 库存银行和信托公司 | 3,863 | 203 | ||||||
| 2025-08-13 | 13F | 河路资产管理有限责任公司 | 168,457 | 3.33 | 10,653 | 42.74 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 3,895 | 34.54 | 205 | 54.55 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 37,948 | 5.91 | 1,996 | 21.65 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 12,445 | 654 | ||||||
| 2025-07-09 | 13F | Mfg 财富管理有限公司 | 33,081 | 1,740 | ||||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,922,585 | 197.67 | 100,782 | 251.91 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 8,514 | 0.11 | 448 | 14.91 | ||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 3,823 | 201 | ||||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 4,256 | 1,205.52 | 189 | 1,075.00 | ||||
| 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 | 190,355 | 1.50 | 8,448 | -13.51 | ||||
| 2025-08-27 | NP | HIGJX - Carillon Eagle 成长与收入基金 I 类 | 198,611 | 10,445 | ||||||
| 2025-08-04 | 13F/A | 626 金融有限责任公司 | 6,478 | 1.58 | 341 | 16.84 | ||||
| 2025-05-27 | NP | FELV - 富达增强型大盘价值 ETF | 74,624 | 204.84 | 3,416 | 193.72 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 563,907 | 2.28 | 29,656 | 17.50 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 7,000 | 368 | ||||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 3,407,608 | 92.95 | 179,206 | 121.65 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 24,922 | 17.63 | 1,311 | 35.19 | ||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 58,268 | 39.77 | 3,064 | 60.59 | ||||
| 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 | 6,546 | 5.24 | 344 | 21.13 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 5,255 | 30.07 | 276 | 50.00 | ||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 3,940 | 207 | ||||||
| 2025-07-30 | NP | DRIPX - MP63 基金 | 41,357 | 1.42 | 2,051 | 0.29 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 30,683 | 208.56 | 1,614 | 254.51 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 25,183 | 1 | ||||||
| 2025-07-29 | 13F | Hartline 投资公司/ | 138,519 | 7,285 | ||||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 选择大盘价值基金 3 类 | 1,500,526 | 13.31 | 78,913 | 30.16 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 79,693 | 1.10 | 4 | 33.33 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 516 | 191.53 | 27 | 237.50 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 5,000 | 263 | ||||||
| 2025-08-14 | 13F | 信托信托公司 | 32,293 | 1.17 | 1,698 | 16.22 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 400,282 | 89.60 | 21,051 | 117.80 | ||||
| 2025-07-11 | 13F | 维京基金管理有限公司 | 260,000 | 4.00 | 13,673 | 19.47 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 44,704 | 2.29 | 2,494 | 27.24 | ||||
| 2025-07-15 | 13F | DB 菲茨帕特里克公司 | 28,592 | 0.83 | 1,504 | 15.79 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 4,653 | 1.15 | 245 | 16.19 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 233,324 | 94.46 | 12,271 | 123.42 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 8,310 | 0.10 | 437 | 15.30 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 30,787 | 502.13 | 1,619 | 591.88 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 2,198 | 115.28 | 116 | 150.00 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 13,412 | 7.87 | 705 | 23.90 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 2,600 | 4.67 | 137 | 20.35 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 11,534 | 11.99 | 607 | 28.66 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 12,103 | 23.15 | 636 | 41.65 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 1,436 | 26.08 | 0 | |||||
| 2025-08-11 | 13F | TSP 资本管理集团有限责任公司 | 789 | 14.87 | ||||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 10,257 | 12.49 | 539 | 29.26 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 4,280 | 225 | ||||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 43,909 | 4.37 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 567,933 | 45.55 | 30 | 70.59 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 140,980 | 6.33 | 7,414 | 22.14 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 8,360 | 1.96 | 440 | 17.07 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 242,552 | 0.19 | 12,756 | 15.10 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 8,538 | 0.12 | 449 | 17.85 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 665,466 | 4.01 | 29,533 | -11.37 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 4,669,886 | 246 | ||||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 9,900 | 890.00 | 0 | |||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 83,242 | 3,694 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 97,952,109 | 1.64 | 5,151,301 | 16.76 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 6,905 | 7.94 | 363 | 24.32 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 5,535 | 246 | ||||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 55,962 | 2,562 | ||||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 29 | 2 | ||||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 70,589 | 46.64 | 3,712 | 68.50 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 18,259 | 31.79 | 960 | 51.42 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 7,930 | 4.77 | 417 | 20.52 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 3,322 | 1.93 | 175 | 16.78 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 6,557 | 345 | ||||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,972 | 9.99 | 1,508 | -6.28 | ||||
| 2025-08-12 | 13F | Mustico金融集团有限公司 | 28,280 | 1,738 | ||||||
| 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 | 2,323 | 21.56 | 103 | 4.04 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 14,508 | 15.94 | 763 | 33.22 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 65,400 | 19.55 | 3,243 | 18.23 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 12,640 | 22.35 | 665 | 40.68 | ||||
| 2025-08-26 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 43,400 | 14.51 | 2,282 | 31.53 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 42,861 | 3.62 | 2,254 | 19.07 | ||||
| 2025-07-16 | 13F | 瓦利琴蒂咨询服务公司 | 164,339 | 5.70 | 9 | 14.29 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 97 | 1.04 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | 直径资本有限合伙人 | 5,000 | 263 | ||||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 267,283 | 8.41 | 12,236 | 4.45 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 40,851 | 20.95 | 2,148 | 38.94 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 125 | 7 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 2,079 | 1.86 | 92 | -13.21 | ||||
| 2025-08-14 | 13F | 模拟世纪管理公司 | 1,329,189 | 69,902 | ||||||
| 2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 24,305 | 1 | ||||||
| 2025-08-07 | 13F | 策略资产管理公司 | 93,178 | 2.99 | 4,900 | 18.33 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 20,269 | 6.86 | 900 | -8.92 | ||||
| 2025-07-08 | 13F | GK财富管理有限责任公司 | 4,584 | 241 | ||||||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 6,269 | 25.10 | 412 | 81.50 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 5,007 | -163.62 | 263 | -206.48 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 12,190 | 641 | ||||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 688 | 1.18 | 36 | 16.13 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 2,138 | 17.54 | 112 | |||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,045 | 40.27 | 55 | 58.82 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 4,777 | 0.04 | 251 | 15.14 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 3,452 | 63.52 | 182 | 90.53 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 426 | 0.47 | 22 | 15.79 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 462,326 | 9.60 | 24,314 | 25.90 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 315,445 | 2.83 | 17 | 14.29 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,783 | 1.28 | 436 | 0.23 | ||||
| 2025-08-07 | 13F | 第1620章 | 12,063 | 2.45 | 634 | 17.63 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 3,996 | 5,450.00 | 0 | |||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 1,954,056 | 1.40 | 102,764 | 16.49 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 277 | 0.36 | 15 | 16.67 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 4,980 | 0.65 | 262 | 15.49 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 2,037 | 76.36 | 107 | 205.71 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 85,650 | 173.81 | 4,504 | 214.53 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 136 | 72.15 | 7 | 133.33 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 126,954 | 0.13 | 6,677 | 15.02 | ||||
| 2025-08-08 | 13F | 创意策划 | 236,045 | 14.08 | 12,414 | 31.05 | ||||
| 2025-05-29 | NP | HSGFX - 赫斯曼战略增长基金 | 50,000 | 2,289 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 206 | 11 | ||||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 1,556,947 | 1.14 | 69,097 | -13.82 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 146,556 | 0.69 | 7,707 | 15.67 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 6,434 | 23.28 | 338 | 42.02 | ||||
| 2025-08-20 | NP | HWSM - Hotchkis & Wiley SMID Cap 多元化价值基金 | 168 | 300.00 | 9 | 700.00 | ||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 30,841 | 13.61 | 1,622 | 30.52 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 88,522 | 24.93 | 4,655 | 43.54 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 2,017 | 0 | ||||||
| 2025-07-09 | 13F | 主要客户信托顾问有限责任公司 | 3,805 | 200 | ||||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 4,673 | 246 | ||||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 20,338 | 1.84 | 1,070 | 20.52 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 150,510 | 2.97 | 7,915 | 18.29 | ||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 4,907 | 256 | ||||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 667,504 | 5.44 | 35,104 | 21.13 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 24,817,512 | 1.83 | 1,305,153 | 16.98 | ||||
| 2025-07-30 | NP | ALPS ETF 信托 - ALPS 电气化基础设施 ETF | 5,945 | 295 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 68,538 | 8.02 | 3,604 | 24.10 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 271,653 | 0.18 | 14,286 | 15.08 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 411,586 | 0.68 | 21,645 | 15.66 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 4,209 | 221 | ||||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 4,435 | 233 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 9,002 | 15.81 | 412 | 11.65 | ||||
| 2025-05-15 | 13F | 牛津资产管理公司 | 6,083 | 1.93 | 278 | -1.77 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 8,734 | 40.64 | 459 | 61.62 | ||||
| 2025-07-18 | 13F | 阿米资产管理公司 | 16,561 | 871 | ||||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 46,794 | 5.09 | 2,461 | 20.71 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 8,194 | 8.90 | 431 | 25.00 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 152,229 | 9.08 | 6,756 | -7.06 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 13,473 | 5.77 | 709 | 21.44 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 22 | 37.50 | 1 | |||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 168 | 9 | ||||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 11,085 | 0.24 | 583 | 15.02 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 30,982 | 1.64 | 1,629 | 16.77 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 39,149 | 50.75 | 1,941 | 131.90 | ||||
| 2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 69,210 | 4.71 | 3,072 | -10.78 | ||||
| 2025-07-18 | 13F | 哈德逊价值合伙人有限责任公司 | 109,209 | 0.61 | 5,743 | 15.58 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 6,633,934 | 13.51 | 348,879 | 30.40 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 274,500 | 193.90 | 14,436 | 237.66 | |||
| 2025-07-28 | 13F | 双树管理有限公司 | 321,993 | 122.42 | 16,934 | 155.52 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 235,098 | 13.01 | 12 | 33.33 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 27 | 107.69 | 1 | |||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 58,791 | 0.29 | 3,092 | 15.21 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84,579 | 4,194 | ||||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 13,500 | 8.00 | 669 | 6.87 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 3,984 | 210 | ||||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 9,643 | 507 | ||||||
| 2025-07-09 | 13F | 索耶公司 | 87 | 0 | ||||||
| 2025-08-14 | 13F | 农林中金银行 | 37,632 | 6.68 | 1,979 | 22.61 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,449,279 | 0.53 | 76,218 | 15.48 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 92,009 | 209.48 | 5 | 300.00 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 377,193 | 9.64 | 19,837 | 25.95 | ||||
| 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 | 262,170 | 2.65 | 11,635 | -12.52 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 51,362 | 5.81 | 2,675 | 37.69 | ||||
| 2025-08-14 | 13F | Xponance公司 | 120,171 | 5.31 | 6,320 | 20.98 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 373,007 | 26.50 | 19,616 | 45.33 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 3,322 | 47.38 | 175 | 68.93 | ||||
| 2025-08-11 | 13F | 阿斯彭投资管理公司 | 25,214 | 0.79 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 8,022 | 1.26 | 422 | 16.30 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 2,017 | 2.33 | 106 | 17.78 | ||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 6,406,334 | 2.18 | 317,690 | 1.04 | ||||
| 2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,482 | 224.89 | 2,707 | 273.38 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 165,752 | 0.60 | 9 | 14.29 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 104,463 | 2,362.01 | 5 | |||||
| 2025-07-14 | 13F | LCM资本管理公司 | 5,091 | 4.73 | 268 | 20.27 | ||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 40,325 | 0.54 | 2,121 | 15.47 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 97,050 | 14.66 | 5,104 | 31.72 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 3,139 | 26,058.33 | 164 | -6.32 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 129,847 | 32.12 | 5,944 | 55.68 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 30,749 | 234.56 | 1,617 | 285.00 | ||||
| 2025-07-09 | 13F | 伯克希尔银行 | 8,267 | 435 | ||||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 11,087 | 11.40 | 583 | 28.13 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 9,319 | 490 | ||||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 402,851 | 161.62 | 21 | 200.00 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 4,018,865 | 20.35 | 211,353 | 38.25 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 464,133 | 2.27 | 24,409 | 17.48 | ||||
| 2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 160,049 | 7,937 | ||||||
| 2025-08-08 | 13F | 适应财富顾问有限责任公司 | 4,614 | 0.02 | 243 | 14.69 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 20,645 | 4.13 | 1,024 | 2.92 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 229 | 0.44 | 12 | 20.00 | ||||
| 2025-08-27 | NP | CGAEX - 卡尔弗特全球能源解决方案基金A级 | 14,307 | 752 | ||||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 9,197 | 0.01 | 484 | 15.00 | ||||
| 2025-04-17 | NP | FLRUX - 保守配置基金零售类 | 960 | 5,900.00 | 44 | |||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 13,180 | 693 | ||||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 1,844 | 11.08 | 82 | -5.81 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 4,750 | 250 | ||||||
| 2025-08-14 | 13F | 阿德斯利咨询合作伙伴有限公司 | 152,000 | 68.89 | 7,994 | 94.00 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 9,099 | 3.28 | 479 | 18.61 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 35,315 | 1,857 | ||||||
| 2025-08-12 | 13F | APG 资产管理公司 | 860,088 | 1.78 | 38,533 | 7.59 | ||||
| 2025-08-14 | 13F | 詹德尔·杰弗里·L | 120,000 | 500.00 | 6,311 | 589.62 | ||||
| 2025-08-11 | 13F | Talos 资产管理有限公司 | 526,349 | 25.94 | 27,681 | 44.67 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 7,458 | 31.28 | 436 | 73.02 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 57,626 | 4.58 | 3,031 | 20.14 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 7,973 | 2.44 | 419 | 17.70 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 402,234 | 0.35 | 21,154 | 15.28 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 11,928 | 9.56 | 627 | 25.90 | ||||
| 2025-08-12 | 13F | Skba资本管理有限公司 | 6,755 | 9.75 | 355 | 26.33 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 364,719 | 3.97 | 19 | 18.75 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 27,043 | 0.69 | 1,422 | 15.70 | ||||
| 2025-08-12 | 13F | 普罗维登斯财富顾问有限责任公司 | 4,388 | 286 | ||||||
| 2025-04-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,240 | 10.94 | 564 | 14.20 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 933 | 73.42 | 0 | |||||
| 2025-07-24 | NP | FGKFX - 富达成长公司K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 244,928 | 331.74 | 12,146 | 326.89 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 15,134 | 71.18 | 796 | 96.78 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 11,429 | 3.99 | 601 | 19.48 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 19,243 | 0.72 | 1,012 | 15.68 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 30,899 | 0.02 | 1,625 | 14.85 | ||||
| 2025-08-08 | 13F | 红雪松投资管理有限公司 | 104,650 | 51.83 | 5,504 | 74.42 | ||||
| 2025-07-18 | 13F | 联合规划公司 | 30,287 | 14.47 | 1,593 | 31.46 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 7,302 | 8.42 | 384 | 24.68 | ||||
| 2025-07-17 | 13F | 第一乡村银行 /CT/ | 4,381 | 230 | ||||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | 393,836 | 20,722 | ||||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 4,200 | 221 | ||||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 1,558,606 | 32.10 | 81,967 | 51.75 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 7 | 0 | ||||||
| 2025-07-21 | 13F | 巴雷特公司 | 2,047 | 0.54 | 108 | 15.05 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 814,925 | 3.01 | 42,857 | 18.33 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 6,394 | 336 | ||||||
| 2025-08-14 | 13F | 采石场LP | 7,706 | 124.40 | 405 | 157.96 | ||||
| 2025-08-27 | NP | SEASONS 系列信托 - 南澳哥伦比亚重点价值投资组合 2 级 | 208,755 | 28.75 | 10,978 | 47.91 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 8,650 | 34.63 | 455 | 54.42 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 17,646 | 928 | ||||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -163 | -60.87 | ||||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 865 | 16.58 | 45 | 36.36 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 72 | 4 | ||||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | Call | 29,600 | 1,557 | |||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 3,433,299 | 4.43 | 180,558 | 19.97 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 135,136 | 25.65 | 7,107 | 44.34 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 626 | 22.27 | 33 | 39.13 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 11,277 | 0.82 | 593 | 15.82 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 127,500 | 16.43 | 5,658 | -0.79 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 14,209 | 3.32 | 747 | 18.76 | ||||
| 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 | 29 | 16.00 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 10,752 | 2.15 | 565 | 17.46 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 163,220 | -356.12 | 8,584 | -394.24 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 106,016 | 5,575 | ||||||
| 2025-07-16 | 13F | 伦道夫公司 | 774,830 | 0.50 | 40,748 | 15.45 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 131,500 | 44.51 | 6,916 | 66.03 | |||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 52,552 | 14.03 | 2,764 | 31.01 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 6,964 | 465.72 | 366 | 553.57 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 278,265 | 7.95 | 14,634 | 24.01 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 5,672,200 | 4.33 | 298,301 | 19.85 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 117,784 | 13.11 | 6,194 | 29.93 | ||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 22,950 | 1.10 | 1,207 | 16.07 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 9,239 | 42.67 | 486 | 63.85 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 6,690 | 10.95 | 352 | 27.17 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 25,970 | 71.73 | 1,366 | 97.25 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 16,110 | 3.65 | 847 | 19.13 | ||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 46,514 | 0.06 | 2,446 | 14.94 | ||||
| 2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 45,628 | 1.50 | 2,025 | -13.54 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 9,959 | 0.30 | 524 | 15.20 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 158,678 | 35.02 | 8,345 | 55.09 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 212,507 | 8.49 | 9,431 | -7.55 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 16,261 | 1.45 | 855 | 16.64 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 7 | 0 | ||||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 6,649 | 5.16 | 350 | 20.76 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 901 | 0.11 | 47 | 14.63 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 13,614 | 15.64 | 716 | 32.90 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 72,796 | 1.43 | 3,828 | 16.53 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,810 | 0.84 | 95 | 15.85 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 4,400 | 100.00 | 231 | 131.00 | ||||
| 2025-08-07 | 13F | 佩登和里格尔 | 222,000 | 40.15 | 12 | 57.14 | ||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 136,584 | 45.70 | 7,183 | 67.37 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 6,275 | 3.80 | 330 | 19.57 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 7,650 | 0.66 | 402 | 15.85 | ||||
| 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 | 774,070 | 2.62 | 38,386 | 1.48 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 3,869 | 203 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 4,355,243 | 4.82 | 229,018 | 20.40 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 69,942 | 4.72 | 3,468 | 3.55 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 143,741 | 125,988.60 | 7,559 | 151,080.00 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 33,415 | 1.83 | 1,757 | 16.98 | ||||
| 2025-07-16 | 13F | 水手投资集团有限公司 | 80,000 | 33.33 | 4,207 | 53.20 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 272,625 | 24.99 | 14,337 | 43.59 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 125,265 | 4.74 | 6,588 | 20.33 | ||||
| 2025-08-26 | NP | RPMGX - T. Rowe Price 中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,250,000 | 12.60 | 118,328 | 68.99 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 623,445 | 1.52 | 32,787 | 16.62 | ||||
| 2025-06-25 | NP | TDVI - FT Vest Technology Dividend Target Income ETF | 25,751 | 11.69 | 1,143 | -4.83 | ||||
| 2025-08-14 | 13F | 卡塔纳资本有限合伙人 | 1,700,000 | 112.50 | 89,403 | 144.11 | ||||
| 2025-08-01 | 13F | 财富观察顾问公司 | 1,059 | 333 | ||||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 33,915 | 20.98 | 1,505 | 3.15 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 2,657 | 2,008.73 | 140 | 2,680.00 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 918,412 | 2.23 | 48,299 | 17.44 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 21,835 | 1,093 | ||||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 10,331 | 5.76 | 543 | 21.48 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 1,094 | 0.09 | 58 | 14.00 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 34,369 | 3.55 | 1,807 | 18.96 | ||||
| 2025-07-24 | 13F | 东方银行 | 4,412 | 81.04 | 232 | 109.01 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON 联合战略价值股息投资组合 | 14,406 | 758 | ||||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 4,736 | 249 | ||||||
| 2025-07-30 | 13F | 达戴维森公司 | 93,957 | 0.50 | 4,941 | 15.47 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 2,758 | 72.92 | 145 | 98.63 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 188,416 | 6.41 | 9,909 | 22.23 | ||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 105,256 | 0.13 | 5,535 | 15.02 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 727,329 | 9.29 | 38 | 26.67 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 5,566 | 2.47 | 293 | 17.74 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 4 | 0 | ||||||
| 2025-07-30 | 13F | Capstone Triton 金融集团有限责任公司 | 19,692 | 51.29 | 1,036 | 67.48 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,916 | 4.67 | 129 | -11.03 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 149,693 | 11.55 | 7,872 | 28.15 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 6,920 | 28.41 | 364 | 63.51 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 45,456 | 878.18 | 2,254 | 867.38 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 12,142 | 17.64 | 602 | 16.44 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 9,195 | 0.16 | 588 | 40.00 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 13,871 | 0.46 | 729 | 15.35 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 98,536 | 1.73 | 5,182 | 16.87 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 168,175 | 10.94 | 8,844 | 27.44 | ||||
| 2025-07-30 | NP | MSS 系列信托 - One Rock 基金 | 8,000 | 33.33 | 397 | 32.00 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 412,342 | 8.99 | 20,448 | 7.77 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 15,505 | 0.45 | 815 | 15.44 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 35,444 | 52.98 | 1,864 | 75.75 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,417 | 75 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 30,303 | 0.29 | 1,594 | 15.18 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 6,510 | 1.91 | 342 | 12.87 | ||||
| 2025-06-30 | NP | WLDR - Affinity World Leaders 股票 ETF | 23,729 | 1,053 | ||||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 12,302 | 16.78 | 546 | -0.55 | ||||
| 2025-07-21 | 13F | 博雅尔资产管理公司 | 8,792 | 3.44 | 462 | 18.77 | ||||
| 2025-07-30 | 13F | BCK 合作伙伴公司 | 27,492 | 2.41 | 1,446 | 17.67 | ||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 126,214 | 45.55 | 6,638 | 67.22 | ||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 69,192 | 21.94 | 3,639 | 40.08 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 15,390 | 31.12 | 809 | 50.65 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 28,846 | 6.82 | 1,517 | 22.73 | ||||
| 2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 453,071 | 6.92 | 23,827 | 22.83 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 398 | 1.79 | 21 | 17.65 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 73,956 | 16.34 | 3,889 | 33.64 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 185,890 | 272.38 | 9,776 | 327.79 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 40,853 | 668.49 | 2,148 | 783.95 | ||||
| 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 | 741 | 13.82 | 33 | -3.03 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 7,189 | 18.57 | 378 | 36.46 | ||||
| 2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 426 | 6.50 | 19 | -10.00 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 16,803 | 2.89 | 884 | 18.21 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 67,127 | 4.24 | 3,530 | 19.74 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 11,779 | 8.23 | 584 | 7.16 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 13,078 | 34.16 | 688 | 54.04 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 47 | 2 | ||||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 241,968 | 1,933.69 | 12,725 | 2,239.15 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 4,126 | 217 | ||||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 6,701 | 1.39 | 352 | 16.56 | ||||
| 2025-08-29 | NP | CANTOR SELECT 投资组合信托 - Cantor FBP 股票和股息加基金机构类别 | 34,000 | 106.06 | 1,788 | 136.82 | ||||
| 2025-08-08 | 13F | 奎因机会合作伙伴有限责任公司 | 141,000 | 5.22 | 7,415 | 20.88 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 26,089 | 5.73 | 1,372 | 21.52 | ||||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 140,454 | 1.67 | 7,386 | 16.79 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 28,119 | 38.18 | 1,478 | 58.65 | ||||
| 2025-08-12 | 13F | Agp Franklin 有限责任公司 | 55,370 | 4.78 | 2,912 | 31.90 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 14,381 | 0.22 | 756 | 15.24 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 96,197 | 20.75 | 6,230 | 70.80 | ||||
| 2025-08-19 | NP | BUFEX - 布法罗大盘基金投资者类别 | 16,925 | 17.74 | 890 | 35.26 | ||||
| 2025-08-08 | 13F | SG资本管理有限公司 | 1,182,462 | 187.66 | 62,186 | 230.45 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 168 | 8 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 692 | 46 | ||||||
| 2025-08-08 | 13F | SG资本管理有限公司 | Put | 500,000 | 26,295 | |||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 358,494 | 6.56 | 18,853 | 22.41 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 3,984 | 210 | ||||||
| 2025-08-01 | 13F | 整体投资顾问公司 | 8,808 | 4.14 | 463 | 19.64 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 4,211 | 221 | ||||||
| 2025-08-06 | 13F | 南州公司 | 2,615 | 1,377.40 | 138 | 1,612.50 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 132,385 | 1.06 | 5,875 | -13.88 | ||||
| 2025-07-28 | NP | ABCAX - 美国灯塔伦敦公司收益股票基金 A 类 | 811,855 | 31.68 | 40,260 | 30.21 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | Short | -1,592 | 4.26 | -79 | 2.63 | |||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 1,219 | 183.49 | 64 | 236.84 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 73,930 | 4.00 | 3,888 | 19.45 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 10,703 | 28.35 | 563 | 47.51 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 282 | 1,384.21 | 13 | |||||
| 2025-08-11 | 13F | 独立顾问联盟 | 39,921 | 1.51 | 2,099 | 16.61 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 13,991 | 23.18 | 736 | 41.62 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 249,299 | 0.24 | 13,111 | 15.15 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 98,797 | 4.08 | 5,196 | 19.56 | ||||
| 2025-08-13 | 13F | 法国集团 | 2,284 | 8.20 | 120 | 21.43 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 326,131 | 36.57 | 17,151 | 56.89 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 32 | 2 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 27,170 | 7.17 | 1,347 | 5.98 | ||||
| 2025-07-30 | 13F | Wbh 咨询公司 | 7,556 | 44.97 | 397 | 66.81 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 15,035 | 24.93 | 791 | 43.64 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 118 | 257.58 | 6 | 500.00 | ||||
| 2025-08-14 | 13F | 德肖公司 | 3,610,455 | 95.43 | 189,874 | 124.50 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 355,792 | 0.78 | 18,711 | 15.77 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 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 | 2,000 | 1.01 | 99 | 0.00 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 67,066 | 4.45 | 2,976 | -11.00 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 62,591 | 5.24 | 3,292 | 20.90 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 218,342 | 11.49 | 9,690 | -4.99 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 10,454 | 53.06 | 550 | 75.96 | ||||
| 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 | -27,600 | -22 | |||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 117,823 | 6.11 | 5,843 | 4.92 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 23,991 | 8.34 | 1,262 | 24.48 | ||||
| 2025-08-14 | 13F | 极地资产管理合伙公司 | 157,676 | 8,292 | ||||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 810,411 | 87.14 | 42,620 | 114.98 | ||||
| 2025-07-29 | 13F | 杜蒙和布莱克投资顾问有限公司 | 21,831 | 0.30 | 1,148 | 15.26 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 12,725 | 669 | ||||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 20,884 | 5.20 | 1,098 | 20.93 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 17,609 | 91.51 | 926 | 120.48 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 307,138 | 96.85 | 16,152 | 126.16 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 1,228,608 | 2.57 | 64,612 | 17.82 | ||||
| 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 | 9,725,832 | 0.77 | 482,304 | -0.35 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 23,905 | 7.09 | 1,257 | 23.11 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 7,582 | 10.86 | 399 | 27.16 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 70,526 | 146.67 | 3,709 | 183.49 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 32,830 | 3.50 | 1,457 | -11.86 | ||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 3,925 | 0 | ||||||
| 2025-06-25 | NP | IDIVX - 诚信红利丰收基金，A类 | 260,000 | 4.00 | 11,539 | -11.38 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 12,642 | 4.44 | 665 | 19.86 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 82,462 | 6.15 | 4,337 | 21.93 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 4,337 | 228 | ||||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 12,157 | 25.85 | 639 | 44.57 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 254,449 | 13,381 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 183 | 8 | ||||||
| 2025-08-14 | 13F | 桑德勒资本管理公司 | 178,849 | 21.87 | 9,406 | 40.00 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 2,036,343 | 77.75 | 107,091 | 104.19 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 52,899 | 16.91 | 2,782 | 34.28 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 4,054,099 | 561.85 | 213,456 | 661.20 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 699,203 | 2.84 | 36,771 | 18.14 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 12,200 | 103.33 | 642 | 133.94 | |||
| 2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 170 | 8 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 32,900 | 9.67 | 1,730 | 26.00 | |||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 27,158 | 15.28 | 1,347 | 13.97 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 2,565 | 8.32 | 135 | 24.07 | ||||
| 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 | 23,130 | 4.97 | 1,147 | 3.80 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 53,269 | 2,801 | ||||||
| 2025-07-15 | 13F | Kwmg 有限公司 | 136,320 | 0.85 | 7,169 | 15.85 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 19,443,525 | 0.58 | 1,018,629 | 15.41 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 4,781 | 251 | ||||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 732,913 | 2.02 | 38,544 | 17.19 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a) | 373,600 | 4.65 | 19,648 | 57.06 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 2,379 | 129.41 | 125 | 303.23 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 1,760,030 | 59 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 10,242 | 12.86 | 539 | 29.64 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 17,513 | 1.49 | 921 | 16.73 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 83,338 | 110.37 | 3,815 | 102.71 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 4,958 | 261 | ||||||
| 2025-08-12 | 13F | 南方平原金融公司 | 272 | 325.00 | 14 | 600.00 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 8,232 | 126.46 | 377 | 118.60 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 4,263 | 224 | ||||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 4,750 | 15.77 | 250 | 33.16 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 72,189 | 1.53 | 3,204 | -13.50 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 16,915 | 6.28 | 890 | 22.12 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 2,048 | 91 | ||||||
| 2025-07-08 | 13F | 巴德金融服务公司 | 59,650 | 6.28 | 3,137 | 22.07 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85,971 | 10.37 | 4,263 | 9.14 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 4,144 | 1.20 | 218 | 16.04 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 215 | 43.33 | 11 | 83.33 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 平衡基金 (a) | 834,714 | 11.36 | 43,898 | 27.93 | ||||
| 2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 23,798 | 9.58 | 1,252 | 25.86 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 5,732 | 8.11 | 297 | 22.73 | ||||
| 2025-08-14 | NP | BVSIX - Baywood 社会责任基金机构股票 | 4,200 | 13.51 | 221 | 30.18 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 425 | 0.71 | 22 | 15.79 | ||||
| 2025-08-14 | 13F | 韦尔奇资本合伙公司/纽约州 | 4,194 | 0 | ||||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 6,970 | 0 | ||||||
| 2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 19,058 | 13.46 | 1,002 | 30.47 | ||||
| 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 | 391,981 | 1.36 | 20,614 | 16.44 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 95,143 | 2.22 | 5,004 | 17.41 | ||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 110,784 | 1.25 | 5,826 | 16.31 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 6,842 | 0.25 | 360 | 15.06 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 404,488 | 20,224,300.00 | 21,272 | |||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 50 | 2 | ||||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 16,864 | 38.50 | 887 | 59.07 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 7,128 | 6.93 | 375 | 22.62 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 4,328 | 228 | ||||||
| 2025-08-11 | 13F | LCNB公司 | 18,945 | 2.43 | 996 | 17.73 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -126,588 | 32.13 | -6,657 | 51.81 | |||
| 2025-06-26 | NP | IDAT - iShares 云 5G 和科技 ETF | 4,327 | 1.07 | 192 | -13.51 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 III - MFS 中型价值投资组合初始类别 | 94,296 | 7.38 | 4,959 | 23.36 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 71,700 | 32.09 | 3,771 | 51.77 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 69,850 | 5.27 | 3,673 | 20.94 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 67,000 | 103.03 | 3,472 | 129.41 | ||||
| 2025-08-05 | 13F | SS&H 财务顾问公司 | 62,317 | 0.97 | 3,277 | 163,750.00 | ||||
| 2025-07-22 | 13F | 奥基夫史蒂文斯咨询公司 | 317,119 | 1.64 | 16,677 | 16.76 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 47,938 | 86.98 | 2,521 | 114.92 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 4,984 | 2.30 | 262 | 17.49 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 3,466 | 215 | ||||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 11,441 | 8.48 | 602 | 24.69 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 685 | 10.13 | 36 | 28.57 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 24,437 | 8.87 | 1,119 | 4.88 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 49,785 | 61.84 | 2,618 | 85.94 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 15,547 | 4.34 | 818 | 19.79 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 8,122 | 8.38 | 427 | 24.49 | ||||
| 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 | 109,884 | 16.34 | 5,449 | 15.05 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 6,231 | 60.51 | 328 | 84.75 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 991,956 | 2.63 | 52,167 | 17.89 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 73,151 | 0.68 | 4,580 | 37.67 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 16,892 | 13.64 | 888 | 30.59 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,191 | 285.44 | 63 | 342.86 | ||||
| 2025-08-27 | NP | 胜利变额保险基金 II - 胜利先锋基金 VCT 投资组合 II 类 | 25,097 | 16.10 | 1,320 | 33.37 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 34,529 | 72.00 | 1,816 | 97.50 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 33,950 | 77.16 | 1,785 | 103.53 | ||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 300 | 50.00 | 16 | 66.67 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 30,520 | 9.02 | 1,605 | 25.29 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 53,373 | 5.91 | 2,647 | 4.71 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 65,235 | 117.36 | 3 | 200.00 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 17,003 | 1.80 | 894 | 17.02 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 137,684 | 2.27 | 7,241 | 17.48 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 606,154 | 1,963.85 | 31,878 | 2,271.80 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 125,821 | 23.70 | 6,617 | 42.10 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 10,361 | 0.56 | 545 | 15.50 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 43,509 | 7.50 | 2,288 | 23.54 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 9,101 | 479 | ||||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 1,510 | 8.48 | 79 | 25.40 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 22,439 | 5.79 | 1,180 | 21.52 | ||||
| 2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 7,398 | 0.14 | 389 | 15.09 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 75,819 | 199.05 | 3,987 | 243.71 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 273,540 | 1.60 | 14,385 | 16.71 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 190 | 196.88 | 10 | 350.00 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 27 | 170.00 | 1 | |||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 22,432 | 97.57 | 1,180 | 127.17 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 3,410 | 38.00 | 151 | 17.97 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 287,252 | 13.12 | 14,245 | 11.86 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 23,824 | 0.77 | 1,057 | -14.13 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 44,025 | 0.65 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 33,082 | 1.70 | 1,740 | 16.79 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 545,681 | 3.28 | 28,701 | 18.65 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 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 | 280,770 | 55.48 | 12,461 | 32.50 | ||||
| 2025-05-23 | NP | PIBAX - PGIM 平衡基金 A 类 | 5,800 | 266 | ||||||
| 2025-08-11 | 13F | 花旗集团 | 1,507,484 | 8.27 | 79,279 | 24.37 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 20,804,406 | 18.46 | 1,094,104 | 36.08 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 4,619 | 47.20 | 243 | 69.23 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 2,072,743 | 3.51 | 109,006 | 18.91 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 573,744 | 5.44 | 30,213 | 24.47 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 111,809 | 28.66 | 5,880 | 47.81 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 1,650 | 87 | ||||||
| 2025-08-14 | 13F | 阿帕卢萨马 | 1,750,000 | 0.37 | 92,032 | 15.30 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 203,864 | 9.97 | 10,713 | 26.19 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93,816 | 6.72 | 4,652 | 5.54 | ||||
| 2025-07-28 | 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 | 399,026 | 19,788 | ||||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 844,558 | 44,415 | ||||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 4,408 | 232 | ||||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 1,314 | 9.59 | 69 | 27.78 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 21,621 | 7.93 | 1,137 | 23.99 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 6,285 | 24.85 | 331 | 43.48 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 54,789 | 22.82 | 2,881 | 41.09 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 4,109 | 17.00 | 216 | 35.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 18,141 | 3.38 | 954 | 18.80 | ||||
| 2025-07-10 | 13F | PMV 资本顾问有限责任公司 | 44 | 2 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 428,860 | 1.25 | 22,554 | 16.31 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 11,759 | 1 | ||||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 6,825,211 | 0.96 | 358,938 | 15.98 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 156 | 0.65 | 8 | 14.29 | ||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 2,095 | 0.19 | 110 | 15.79 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 149,998 | 5.32 | 7,888 | 21.00 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 8,448 | 4.67 | 444 | 20.33 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 17,567 | 128.50 | 924 | 162.96 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 39,337 | 15.29 | 1,951 | 13.97 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 15,165 | 2.20 | 1 | |||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 3,300 | 50.00 | 174 | 73.00 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 10,675 | 1.72 | 561 | 16.88 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 133,731 | 4.76 | 7,033 | 20.33 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 32,383 | 17.86 | 1,703 | 35.48 | ||||
| 2025-05-29 | NP | CHASX - 大通成长基金 N 类 | 51,280 | 2,348 | ||||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 18,730 | 19.61 | 985 | 37.57 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 9,134 | 5.79 | 480 | 21.52 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 3,689 | 97.48 | 194 | 246.43 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 20,416 | 0.72 | 1,074 | 15.75 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 83,336 | 3.45 | 4,383 | 18.85 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 13,640 | 16.14 | 717 | 33.52 | ||||
| 2025-07-30 | NP | SMIZ - Zacks 中小型股 ETF | 16,267 | 4.78 | 807 | 3.60 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 6,848 | 33.31 | 379 | 67.70 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 262 | 15.42 | 14 | 18.18 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 28,273 | 1,487 | ||||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 28,046 | 20.76 | 1,475 | 38.66 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 7,572 | 2.19 | 398 | 17.40 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 13,334 | 701 | ||||||
| 2025-07-29 | 13F | 奥特溪顾问有限责任公司 | 85,333 | 90.65 | 4,488 | 118.98 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 79,266 | 2.32 | 4,169 | 17.54 | ||||
| 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 | 50,941 | 4.99 | 2,261 | -10.57 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,860 | 413 | ||||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 180,606 | 56.76 | 9,498 | 80.09 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 44,037 | 10.50 | 2,316 | 26.92 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,296,819 | 7.64 | 68,200 | 23.66 | ||||
| 2025-07-22 | 13F | 图 8 投资策略有限责任公司 | 44,160 | 5.36 | 2,322 | 21.06 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 6,293 | 14.02 | 331 | 30.95 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 53,485 | 3.31 | 2,813 | 18.65 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 63,774 | 3.80 | 3,354 | 19.24 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 42,604 | 2.12 | 2,241 | 17.34 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 3,771 | 14.17 | 0 | |||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 978 | 18.55 | 43 | 2.38 | ||||
| 2025-07-30 | NP | Zacks Trust - Zacks 全市值核心基金机构类股份 | 1,834 | 91 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 902,444 | 2.53 | 47,460 | 17.78 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 326,909 | 0.03 | 17,192 | 14.91 | ||||
| 2025-05-22 | NP | GONIX - Gotham 中性基金机构类 | 2,026 | 450.54 | 93 | 441.18 | ||||
| 2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 193,200 | 49.42 | 10,160 | 71.65 | ||||
| 2025-05-27 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 46,814 | 106.48 | 2,143 | 156.34 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 6,270 | 330 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 17,084 | 25.19 | 898 | 43.91 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 706,021 | 0.36 | 37,130 | 15.28 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 539,721 | 13.87 | 23,953 | -2.97 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 5,063 | 266 | ||||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 16,623 | 1.30 | 874 | 16.38 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 60,369 | 1.53 | 3 | 50.00 | ||||
| 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 | 57,615 | 2.64 | 2,857 | 1.49 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 40,810 | 5,159.02 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 1,387,802 | 72,985 | ||||||
| 2025-07-25 | 13F | 斯通哈奇弗莱明金融服务控股有限公司 | 10,230 | 538 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 11,917 | 33.99 | 627 | 53.81 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 24,873 | 5.02 | 1,308 | 20.66 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 2,463,900 | 7.40 | 129,577 | 23.38 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 52 | 3 | ||||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 7,946 | 5.89 | 418 | 21.57 | ||||
| 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 | 352,272 | 1.36 | 15,634 | -13.63 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 21,726 | 1,143 | ||||||
| 2025-08-14 | 13F | 范埃克联合公司 | 117,244 | 0.99 | 6 | 20.00 | ||||
| 2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 151 | 1.34 | 7 | -14.29 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 382 | 4.09 | 20 | 25.00 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 400,000 | 4.96 | 21,036 | 20.58 | ||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 4,124 | 217 | ||||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 4,144 | 218 | ||||||
| 2025-07-22 | 13F | 达文波特有限公司 | 25,411 | 26.18 | 1,336 | 45.06 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 6,251 | 11.03 | 329 | 27.63 | ||||
| 2025-05-30 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,847 | 26.52 | 222 | 21.43 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 4,350 | 229 | ||||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,809 | 139 | ||||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 8,350 | 48.08 | 439 | 70.16 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 99,876 | 4.41 | 5,252 | 19.94 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 5,190 | 6.13 | 273 | 21.97 | ||||
| 2025-08-27 | NP | PIODX-胜利先锋基金A类 | 1,492,680 | 17.08 | 78,500 | 34.50 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 4,948,642 | 0.21 | 260,249 | 15.11 | ||||
| 2025-08-07 | 13F | 商业银行 | 83,385 | 2.33 | 4,385 | 17.56 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 77,869 | 1.27 | 4,095 | 16.34 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 10,897 | 7.66 | 573 | 23.76 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 405,641 | 39.54 | 21,333 | 60.29 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 414,671 | 7.06 | 21,808 | 22.99 | ||||
| 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 | 440,970 | 0.17 | 21,868 | -0.95 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 3,945 | 207 | ||||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 353,614 | 5.85 | 18,597 | 21.60 | ||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 63,605 | 23.76 | 3,340 | 42.01 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 2,413 | 967.70 | 120 | 981.82 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 30,783 | 2 | ||||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 80,687 | 119.75 | 4,243 | 152.56 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 5,486 | 289 | ||||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 1,081 | 539.64 | 57 | 700.00 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 4,575 | 241 | ||||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 5,906 | 6.80 | 311 | 22.53 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 10,952 | 576 | ||||||
| 2025-06-26 | NP | XT - iShares 指数技术 ETF | 348,104 | 0.84 | 15,449 | -14.07 | ||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 881,482 | 391.35 | 43,713 | 385.90 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 94,560 | 4.06 | 4,197 | -11.33 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 27,481 | 4.89 | 1,445 | 20.52 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 20,292 | 13.28 | 1,006 | 12.03 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,577,265 | 6.58 | 114,379 | -9.17 | ||||
| 2025-08-28 | NP | MAIMX - Victory Integrity 中型价值基金 A 类 | 60,776 | 16.32 | 3,196 | 33.61 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 8,658 | 455 | ||||||
| 2025-08-13 | 13F | Ceredex 价值顾问有限责任公司 | 594,100 | 31,244 | ||||||
| 2025-08-14 | 13F | 石润资本有限公司 | 84,770 | 147.76 | 4,458 | 184.67 | ||||
| 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 | 75,142 | 1.93 | 3,952 | 17.10 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 31,722 | 2.96 | 1,668 | 18.30 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 中型成长投资组合 A 类 | 96,000 | 9.22 | 5,049 | 63.90 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 8,363 | 2.87 | 440 | 18.01 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 29,176 | 1,534 | ||||||
| 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 | 1,428,589 | 0.49 | 70,844 | -0.63 | ||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 1,448,006 | 0.75 | 64,263 | -14.15 | ||||
| 2025-08-27 | NP | HRNOX - 胡德河新机会基金机构股份 | 21,428 | 12.19 | 1,127 | 28.83 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 51,449 | 21.59 | 2,706 | 39.65 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 5,864 | 32.49 | 308 | 52.48 | ||||
| 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 | 142,652 | 2.01 | 7,502 | 17.18 | ||||
| 2025-08-14 | 13F | 鲸岩资本管理有限公司 | 1,875,306 | 98,622 | ||||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 3,911 | 2.76 | 206 | 17.82 | ||||
| 2025-07-24 | 13F | 金融连接集团有限公司 | 143 | 0 | ||||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 75,673 | 28.54 | 3,980 | 47.64 | ||||
| 2025-08-14 | 13F | 阿莱特资本管理有限公司 | 150,000 | 7,888 | ||||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 9,772 | 30.82 | 514 | 50.44 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 153,271 | 26.81 | 8 | 60.00 | ||||
| 2025-08-14 | 13F | 维德曼金融服务公司 | 10,141 | 0.01 | 533 | 14.87 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 132,743 | 31.99 | 6,982 | 51.63 | ||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 1,494,244 | 2.46 | 78,582 | 17.70 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 47 | 2 | ||||||
| 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 | 45 | 21.62 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | 科顿资本公司 | 4,149 | 218 | ||||||
| 2025-07-10 | 13F | 瑞典银行 | 75,005 | 17.29 | 3,945 | 34.75 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 13,971 | 8.47 | 735 | 24.62 | ||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 63,276 | 0.70 | 3,328 | 15.68 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 中型成长基金初始级 | 23,345 | 35.73 | 1,228 | 103.82 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 424 | 71.66 | 22 | 100.00 | ||||
| 2025-07-22 | 13F | 焦耳金融有限责任公司 | 4,088 | 215 | ||||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 2,251 | 49.37 | 101 | 58.73 | ||||
| 2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 4,008 | 211 | ||||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 44,983 | 2.95 | 2,386 | 19.25 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 2,584,276 | 41.05 | 136 | 62.65 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 9,490 | 12.27 | 499 | 29.27 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 5,627 | 1.85 | 296 | 17.06 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 88,391 | 9.89 | 4,648 | 26.03 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 406,108 | 0.76 | 20,139 | -0.37 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,258 | 4.31 | 66 | 20.00 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 7,988 | 6.59 | 420 | 22.45 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 44,896 | 2,361 | ||||||
| 2025-08-14 | 13F | 离子资本管理有限公司 | 6,000 | 316 | ||||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 166,410 | 0.19 | 8,252 | -0.92 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 16,878 | 0.37 | 888 | 15.34 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 6,614 | 0.41 | 348 | 19.24 | ||||
| 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 | 24,585 | 2.81 | 1,091 | -12.37 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 203,121 | 1.85 | 10,682 | 17.01 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通股票收益投资组合 1 级 | 136,227 | 10.09 | 6,046 | -6.19 | ||||
| 2025-08-01 | 13F | 华侨银行 | 4,422 | 233 | ||||||
| 2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 4,336 | 228 | ||||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | Short | -1,036 | 10.68 | -54 | 28.57 | |||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 11,096 | 3.51 | 584 | 18.98 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 17,399 | 4.62 | 915 | 20.11 | ||||
| 2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 7,275 | 383 | ||||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 4,255 | 0 | ||||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 41,843 | 114.57 | 2,201 | 146.64 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 264,803 | 4.13 | 13,895 | 19.33 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 15,445 | 812 | ||||||
| 2025-07-16 | 13F/A | CX 机构 | 17,015 | 8.97 | 1 | |||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 3,851 | 203 | ||||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 14,371 | 47.70 | 713 | 46.20 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 93 | 447.06 | 5 | |||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 93,220 | 4.45 | 4,902 | 20.00 | ||||
| 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 | 231,081 | 0.47 | 10,255 | -14.38 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 35,915 | 3.17 | 1,889 | 18.52 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 4,100 | 5.13 | 188 | 1.08 | |||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 1,000 | 4,247.83 | 53 | 5,100.00 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 11,200 | 128.57 | 513 | 120.69 | |||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 189,049 | 7.23 | 9,942 | 23.20 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 1,381,170 | 7.56 | 72,636 | 23.56 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 37 | 54.17 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 12,776 | 672 | ||||||
| 2025-07-22 | 13F | PUREfi 财富有限责任公司 | 5,593 | 294 | ||||||
| 2025-08-13 | 13F | 挪威银行 | 10,171,811 | 534,936 | ||||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 37,424 | 32.57 | 1,713 | 27.74 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 787 | 31.17 | 39 | 30.00 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 348,341 | 3.15 | 18,319 | 18.50 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 178,553 | 0.37 | 8,854 | -0.75 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 2,474 | 2.91 | 130 | 18.18 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 256,993 | 29.82 | 13,515 | 49.14 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | 79,085 | 24.42 | 3,510 | 6.01 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 538,177 | 5.56 | 28,303 | 21.26 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 143,581 | 295.18 | 7,551 | 354.00 | ||||
| 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 | 721,760 | 5.19 | 37,957 | 20.84 | ||||
| 2025-08-08 | 13F | 王财富 | 4,175 | 0 | ||||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 10,368 | 2.00 | 545 | 17.20 | ||||
| 2025-08-26 | NP | BGIG - Bahl & Gaynor 收入增长 ETF | 75,324 | 14.45 | 3,961 | 31.51 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 473,408 | 5.69 | 25 | 20.00 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 9,102 | 3.30 | 479 | 18.61 | ||||
| 2025-08-14 | 13F | PointState资本有限公司 | 6,157,637 | 10.92 | 323,830 | 27.42 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 30,070 | 53.52 | 1,582 | 74.89 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 3,840 | 202 | ||||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 6,056 | 319 | ||||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 4,020 | 211 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 40,338 | 21.96 | 2,121 | 40.09 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 4,662 | 0.34 | 245 | 15.57 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 平衡投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 335,136 | 15.27 | 17,625 | 32.41 | ||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 1,705 | 735.78 | 90 | 888.89 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 28 | 1 | ||||||
| 2025-08-25 | NP | MVCAX - MFS 中盘价值基金 A | 2,768,003 | 3.80 | 145,569 | 19.24 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 43,531 | 6.09 | 2,289 | 21.88 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 15,907 | 26.06 | 837 | 44.89 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 4,319 | 33.51 | 227 | 53.38 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 7,373 | 461.54 | 388 | 545.00 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 118,456 | 6.32 | 6,230 | 22.14 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 13,954 | 4.45 | 734 | 19.97 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 18,181 | 7.27 | 956 | 23.35 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 756,668 | 0.45 | 39,793 | 15.40 | ||||
| 2025-08-14 | 13F | 目的地财富管理 | 8,203 | 0.60 | 431 | 15.55 | ||||
| 2025-08-15 | 13F | 杜肯家族办公室有限责任公司 | 623,145 | 33 | ||||||
| 2025-08-05 | 13F | 基准金融财富顾问有限责任公司 | 8,133 | 0.99 | 428 | 16.03 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 5,746 | 3.33 | 302 | 18.90 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 366,016 | 0.25 | 16,244 | -14.58 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 6,184 | 325 | ||||||
| 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 | 1,109,082 | 8.75 | 54,999 | 7.53 | ||||
| 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 | 16,893 | 0.61 | 838 | -0.59 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -253 | -13 | |||||
| 2025-05-27 | NP | FMDE - 富达增强型中盘 ETF | 154,057 | 69.84 | 7,053 | 63.62 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 200 | 11 | ||||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 6,116 | 1.81 | 322 | 16.73 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 22,924 | 1.27 | 1,206 | 16.99 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 49,392 | 7.65 | 2,449 | 6.48 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 8,877 | 78.79 | 467 | 105.29 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 1,023 | 47 | ||||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 23,155 | 1,218 | 20.61 | |||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 16,146 | 158.01 | 849 | 196.85 | ||||
| 2025-07-08 | 13F | SEED 规划集团有限责任公司 | 4,054 | 213 | ||||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 15,700 | 826 | |||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 1,026 | 39.78 | 46 | 87.50 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,388 | 13.81 | 150 | -3.23 | ||||
| 2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 475,549 | 2.13 | 25,009 | 17.32 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 135,459 | 6,012 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 15,151 | 3.77 | 797 | 19.16 | ||||
| 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 | 17,145 | 5.65 | 902 | 21.43 | ||||
| 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 | 1,060,394 | 11.37 | 55,766 | 27.94 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 8,853 | 2.60 | 466 | 17.72 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 191 | 32.64 | 0 | |||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 17,100 | 0.15 | 899 | 15.11 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 180,841 | 8.59 | 9,510 | 24.74 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,152 | 692 | ||||||
| 2025-07-22 | 13F | 银湖咨询有限责任公司 | 102,453 | 1.22 | 5,388 | 16.27 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 500,693 | 4.12 | 22,221 | -11.27 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 4,687 | 23.12 | 246 | 41.38 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 29,667 | 7.16 | 1,560 | 23.13 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 1,891 | 4.88 | 99 | 20.73 | ||||
| 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 | 273,026 | 20.47 | 14,358 | 38.40 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 1,800 | 95 | |||||
| 2025-07-09 | 13F | 智慧资本有限公司 | 5,506 | 2.28 | 290 | 17.48 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 71,634 | 61.21 | 3,285 | 64.83 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 2,520,997 | 3.04 | 132,579 | 18.36 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 123 | 5 | ||||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 6,280 | 3.29 | 330 | 18.71 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 30 | 2 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 26 | 18.18 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 36,798 | 5.51 | 1,935 | 21.24 | ||||
| 2025-07-08 | 13F | 北极星咨询集团有限责任公司 | 90,346 | 1.98 | 4,751 | 17.16 | ||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 945 | 2,600.00 | 50 | 4,800.00 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 586,158 | 0.01 | 31 | 15.38 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -8,586 | -24.79 | -452 | -13.60 | |||
| 2025-07-31 | 13F | 奥本海默公司 | 234,696 | 26.18 | 12,343 | 44.94 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 7,616 | 401 | ||||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 187,211 | 1.61 | 8,308 | -13.41 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 17,502 | 12.29 | 920 | 29.03 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 27,410 | 6.59 | 1,441 | 22.43 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 6,624 | 5.63 | 348 | 21.25 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 638,537 | 7.40 | 33,581 | 23.37 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 49,234 | 76.61 | 2,589 | 102.90 | ||||
| 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 | 1,709,371 | 0.67 | 75,862 | -14.21 | ||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 15,533 | 208.50 | 817 | 254.78 | ||||
| 2025-08-04 | 13F | 贝尔恩财富咨询服务有限责任公司 | 7,929 | 0.53 | 417 | 15.51 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 63 | 3 | ||||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 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 | 8,564 | 450 | ||||||
| 2025-08-11 | 13F | 交响金融有限公司 | 7,320 | 385 | ||||||
| 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 | 232 | 10 | ||||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 4,505 | 237 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 730 | 38 | ||||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 1,687 | 0.36 | 89 | 15.79 | ||||
| 2025-08-12 | 13F | 泰勒马克资产管理有限责任公司 | 240,000 | 20.00 | 12,622 | 37.84 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 118,947 | 4.28 | 6 | 20.00 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -69,171 | 59.62 | -3,638 | 83.41 | |||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 123,735 | 1.74 | 6,507 | 16.89 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 2,720,810 | 4.99 | 143,087 | 20.61 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 4,786 | 252 | ||||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 52,803 | 16.23 | 2,618 | 14.93 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 72,982 | 23.57 | 3,838 | 41.99 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 42,893 | 9.77 | 2,256 | 26.12 | ||||
| 2025-03-26 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 213,434 | 11,116 | ||||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 8,411 | 0.01 | 442 | 14.81 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 61,568 | 94.14 | 3 | 200.00 | ||||
| 2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 3,382 | 5.23 | 150 | -10.18 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 19,577 | 3.52 | 869 | -11.79 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 156,144 | 4.15 | 8,212 | 19.64 | ||||
| 2025-07-30 | NP | AIS - VistaShares 人工智能超级周期 ETF | 6,739 | 187.50 | 334 | 185.47 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 15,202 | 33.74 | 799 | 53.65 | ||||
| 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 | 389,738 | 1.12 | 19,327 | -0.01 | ||||
| 2025-08-14 | 13F | 胡德河资本管理有限责任公司 | 168,101 | 3.91 | 8,840 | 19.36 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 68,609 | 64.05 | 3,608 | 88.51 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 649 | 21.54 | 34 | 41.67 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 19,648 | 1,033 | ||||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 1,118 | 0.09 | 59 | 13.73 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 13,763,148 | 8.15 | 724,432 | 24.47 | ||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 300 | 16 | ||||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 5,929 | 0.08 | 312 | 14.76 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 10,715 | 0.28 | 563 | 15.13 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 4,167,019 | 117.77 | 219,144 | 150.16 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,701,964 | 7.59 | 89,506 | 23.59 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 18,912 | 9.53 | 839 | -6.67 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,079 | 0.65 | 57 | 14.29 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 21,024 | 509.74 | 1,106 | 603.82 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 11,036 | 582 | ||||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 5,577 | 96.30 | 248 | 68.03 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 1,983 | 104 | ||||||
| 2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 8,640 | 383 | ||||||
| 2025-08-04 | 13F | BLB&B 顾问有限公司 | 30,443 | 0.69 | 1,601 | 15.61 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 6,102 | 0.10 | 321 | 14.70 | ||||
| 2025-08-15 | 13F | 高瀑布顾问公司 | 5,781 | 3.75 | 304 | 19.22 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 3,789,825 | 4.33 | 199,307 | 19.85 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 66,503 | 0.45 | 3,497 | 15.41 | ||||
| 2025-08-14 | 13F | 道富银行 | 36,568,973 | 1.41 | 1,923,162 | 16.50 | ||||
| 2025-07-30 | 13F | 道德公司 | 169,878 | 4.62 | 8,803 | 19.06 | ||||
| 2025-08-04 | 13F | 联合银行 | 151,523 | 0.54 | 8 | 16.67 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 45,300 | 2,382 | ||||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 1,189 | 0.51 | 63 | 14.81 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 23,748 | 31.72 | 1,249 | 57.77 | ||||
| 2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 49,589 | 4.34 | 2,608 | 19.86 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 12,182 | 15.34 | 641 | 32.51 | ||||
| 2025-08-14 | 13F | 穆巴达拉投资公司 PJSC | 81,130 | 4,267 | ||||||
| 2025-08-21 | NP | MXMGX - Great-West T. Rowe Price 中型成长基金投资者类别 | 161,800 | 34.39 | 8,509 | 101.73 | ||||
| 2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,127,984 | 1.88 | 322,271 | 17.04 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 705,554 | 14.87 | 37,105 | 31.95 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 69,246 | 9.96 | 3,642 | 44.71 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 1,836 | 40.80 | 97 | 62.71 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 14,653 | 3.28 | 771 | 18.64 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 38,152 | 37.36 | 2,006 | 57.83 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 1,801,411 | 185.75 | 94,736 | 228.26 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 21,880,176 | 2.14 | 1,150,678 | 17.34 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 3,974 | 209 | ||||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 26,308 | 0.17 | 1,305 | -0.99 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 1,454,979 | 33.55 | 76,517 | 53.41 | ||||
| 2025-03-25 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 55,148 | 46.64 | 2,872 | 60.54 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 88 | 5 | ||||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 37 | 2 | ||||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 349,328 | 2.25 | 18,371 | 17.46 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 24,677 | 27.15 | 1,367 | 53.94 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 63,440,808 | 0.95 | 3,336,352 | 15.97 | ||||
| 2025-07-23 | 13F | Hager 投资管理服务有限公司 | 41,330 | 80.46 | 2,174 | 107.35 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 21,840 | 68.95 | 1,149 | 94.25 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 124,585 | 25.44 | 6,552 | 44.10 | ||||
| 2025-08-08 | 13F | 财富联盟 | 10,554 | 6.91 | 555 | 23.06 | ||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 387 | 0.52 | 20 | 17.65 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 24,590 | 0.29 | 1,293 | 15.24 | ||||
| 2025-07-18 | 13F | 福布斯律师事务所 | 3,867 | 203 | ||||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 165,525 | 3.00 | 8,705 | 18.31 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 546,407 | 637.97 | 28,736 | 747.89 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 5,367 | 0.51 | 282 | 15.57 | ||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 123 | 64.00 | 6 | 100.00 | ||||
| 2025-07-14 | 13F | 霍伊投资公司 | 1,550 | 3.33 | 82 | 19.12 | ||||
| 2025-08-14 | 13F | NCM资本管理有限责任公司 | 14,728 | 0.02 | 775 | 14.84 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 887,200 | 111.94 | 46,658 | 143.47 | |||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 86,393 | 0.08 | 4,543 | 14.98 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 10,048 | 8.74 | 446 | -7.48 | ||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 24,418 | 55.29 | 1,284 | 78.58 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 4,691 | 7.05 | 247 | 23.00 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 603,800 | 31,289 | |||||
| 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 | 334,632 | 8.24 | 14,851 | -7.76 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 65,800 | 3,410 | |||||
| 2025-06-26 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,205 | 2,761 | ||||||
| 2025-08-25 | NP | TDIV - First Trust 纳斯达克科技股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 911,435 | 1.98 | 47,932 | 17.15 | ||||
| 2025-03-26 | NP | IETC - iShares Evolved 美国科技 ETF | 3,467 | 38.46 | 181 | 51.26 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,908 | 2.14 | 153 | 16.92 | ||||
| 2025-04-25 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 151,905 | 574.68 | 7,618 | 595.71 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 22,080 | 206.24 | 1,161 | 239.47 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 18,657 | 8.86 | 828 | -7.29 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 1,453,531 | 267.29 | 76,441 | 321.93 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 61,533 | 8.06 | 3,189 | 22.14 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 792,955 | 1.95 | 41,702 | 17.12 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 196,667 | 203.95 | 10,319 | 248.38 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 4,017 | 0 | ||||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 2,915 | 265.75 | 145 | 269.23 | ||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 3,982 | 209 | ||||||
| 2025-07-24 | 13F | 冯伯格财富管理集团有限责任公司 | 7,759 | 0.08 | 419 | 23.24 | ||||
| 2025-08-26 | NP | QAMWEX - T. Rowe 定价中型成长投资组合 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 | 46,200 | 33.14 | 2,430 | 99.92 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 15,292 | 1.80 | 679 | -13.30 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 83,368 | 33.63 | 3,700 | 13.85 | ||||
| 2025-08-13 | 13F | 内在边缘资本管理有限责任公司 | 278,711 | 14,657 | ||||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 4,721 | 248 | ||||||
| 2025-05-29 | NP | HSAFX - 赫斯曼战略配置基金 | 2,500 | 114 | ||||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 4,332 | 228 | ||||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 15,889 | 106.65 | 829 | 135.51 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 4,487 | 14.55 | 236 | 31.28 | ||||
| 2025-06-25 | NP | SPRAX - Pgim Qma 中盘价值基金 A 类 | 15,500 | 1,191.67 | 688 | 1,617.50 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 96,818 | 3.81 | 5,092 | 19.26 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 18,329 | 10.80 | 964 | 27.21 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 5,296 | 3.08 | 278 | 18.30 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 12,326 | 8.57 | 648 | 24.86 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 55,757 | 10.19 | 2,474 | -6.11 | ||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 54,570 | 13.13 | 29 | 27.27 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 1,329,428 | 2.19 | 70,513 | 18.39 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 75,903 | 12.78 | 3,992 | 29.61 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 61,520 | 1.04 | 3,235 | 16.07 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 85,042 | -441.19 | 4,472 | -491.94 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 52,865 | 23.27 | 2,780 | 41.62 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 2,384,592 | 4.18 | 125,406 | 19.67 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 18,657 | 38.41 | 981 | 59.00 | ||||
| 2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 11,664 | 5.72 | 613 | 21.39 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 4,403 | 63.38 | 232 | 87.80 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 10,018 | 7.21 | 527 | 23.19 | ||||
| 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 | 5,600 | 154.55 | 278 | 151.82 | ||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 11 | 0 | ||||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 6,889 | 37.95 | 363 | 58.77 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 223,047 | 295.86 | 11,730 | 354.83 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 170,490 | 2.84 | 8,966 | 18.14 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 61,900 | 161.18 | 3,255 | 200.28 | |||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 41,000 | 45.91 | 2,156 | 67.65 | |||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 21,225 | 5.74 | 1,116 | 21.57 | ||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 97,810 | 479.17 | 4,850 | 473.29 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 393,163 | 5.40 | 20,676 | 21.08 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 75,843 | 2.51 | 3,989 | 17.74 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 28,610 | 1,505 | ||||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 1,305 | 69 | ||||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 86,905 | 255.96 | 3,979 | 242.93 | ||||
| 2025-06-27 | NP | OCFS——Otter Creek 焦点策略 ETF | 7,208 | 83.22 | 320 | 56.37 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 129 | 0.78 | 7 | 20.00 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 36,587 | 0.16 | 1,924 | 15.07 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 45 | 12.50 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 45,324 | 103.47 | 2,980 | 201.01 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 173,476 | 10.03 | 9,123 | 26.41 | ||||
| 2025-08-14 | 13F | 休闲资本管理 | 28,458 | 257.11 | 1,497 | 310.99 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 8,415 | 7.17 | 443 | 23.12 | ||||
| 2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 11,251 | 10.79 | 592 | 27.37 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 11,742 | 4.52 | 618 | 20.04 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 49,732 | 0.29 | 2,207 | -14.52 | ||||
| 2025-08-05 | 13F | 韦克菲尔德资产管理有限责任公司 | 9,755 | 21.72 | 513 | 40.16 | ||||
| 2025-03-31 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 4,226,376 | 1.54 | 220,110 | 11.12 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 320 | 16.36 | 17 | 33.33 | ||||
| 2025-08-12 | 13F | SIR资本管理有限合伙人 | 234,377 | 91.22 | 12,326 | 119.66 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 2,495 | 1.42 | 131 | 16.96 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 6,695 | 23.91 | 352 | 42.51 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 186,485 | 17.10 | 9,807 | 34.53 | ||||
| 2025-07-17 | 13F | 朱红财富管理有限公司 | 303 | 0.33 | 16 | 15.38 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 2,417 | 127 | ||||||
| 2025-08-13 | 13F | 贸易通资本有限责任公司 | 22,412 | 1 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 12,572 | 6.72 | 558 | -9.14 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 4,762 | 0.76 | 250 | 15.74 | ||||
| 2025-08-14 | 13F | 弗吉尼亚伦敦公司 | 5,979,292 | 31.31 | 314,452 | 50.84 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 6,769 | 382.81 | 356 | 454.69 | ||||
| 2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 4,124 | 217 | ||||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 20,729 | 1.42 | 1,090 | 16.58 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 140,400 | 0.14 | 7,384 | 15.04 | |||
| 2025-07-30 | NP | ITAN - Sparkline 无形价值 ETF | 4,877 | 5.75 | 242 | 4.33 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 16,300 | 857 | |||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 634 | 25.79 | 33 | 43.48 | ||||
| 2025-07-28 | NP | VSRDX - 美国社会责任基金 | 14,585 | 144.71 | 723 | 142.62 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 8,421 | 18.21 | 443 | 35.58 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 32,138 | 9.45 | 1,690 | 25.74 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 28,674 | 8.52 | 1,508 | 24.73 | ||||
| 2025-07-22 | 13F | 凯斯勒投资集团有限责任公司 | 22,020 | 7.14 | 1,158 | 23.19 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 1,000,017 | 149.99 | 52,591 | 187.19 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 17,012,981 | 2.47 | 894,713 | 17.72 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 56 | 180.00 | 3 | |||||
| 2025-08-12 | 13F | 基石资本公司 | 665,689 | 3.17 | 35,009 | 18.52 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 31,142 | 0.15 | 1,638 | 15.04 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 504 | 7.01 | 25 | 4.35 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 30,649 | 14.36 | 1,520 | 13.02 | ||||
| 2025-08-14 | 13F | JP Marvel 投资顾问有限公司 | 264,340 | 1.42 | 13,902 | 16.50 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 45,267 | 4.28 | 2,381 | 19.78 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 5,853 | 308 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 12,069 | 112.30 | 635 | 134.81 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 22,930 | 0.15 | 1,206 | 14.98 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 77,833 | 0.98 | 4,093 | 16.01 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 26,406 | 1,389 | ||||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 3,903 | 0 | ||||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 169,032 | 0.31 | 8,889 | 15.23 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 1,365 | 36.64 | 61 | 15.38 | ||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 240,000 | 366.93 | 11,902 | 361.82 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 227,536 | 4.81 | 11,966 | 20.41 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 44,767 | 19.18 | 2,354 | 40.54 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 128,488 | 1.63 | 6,757 | 16.76 | ||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 7,985 | 6.64 | 366 | 2.82 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 3,855 | 203 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级 | 17,200 | 10.26 | 905 | 26.61 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 11,421 | 21.38 | 601 | 39.53 | ||||
| 2025-07-29 | 13F | 罗宾逊价值管理有限公司 | 93,494 | 0.05 | 4,917 | 14.94 | ||||
| 2025-08-26 | NP | SAMVX - Virtus Ceredex 中盘价值股票基金 A 类 | 540,000 | 28,399 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 11,374 | 31.10 | 564 | 29.66 | ||||
| 2025-07-16 | 13F | 十二点财富管理有限责任公司 | 4,248 | 223 | ||||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 32,282 | 28.38 | 1,698 | 47.44 | ||||
| 2025-07-25 | 13F | 北美社区银行 | 92,144 | 0.57 | 4,846 | 15.55 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 73,656 | 24.46 | 3,874 | 42.97 | ||||
| 2025-08-14 | 13F | 维斯塔投资管理公司 | 8,866 | 10.45 | 466 | 26.98 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 17,729 | 3.84 | 932 | 19.33 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 12,320,927 | 14.58 | 647,958 | 31.63 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 429,565 | 21,302 | ||||||
| 2025-08-07 | 13F | 荷宝瑞士股份公司 | 248,500 | 10.20 | 13,069 | 26.59 | ||||
| 2025-07-23 | 13F | 远见资本管理顾问公司 | 78,795 | 0.54 | 4,144 | 15.50 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 200 | 11 | ||||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 19,073 | 5.26 | 1,003 | 20.99 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 519 | 27 | ||||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 160 | 11.11 | 8 | 33.33 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 136,800 | 714.29 | 7,194 | 835.50 | |||
| 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 | 41 | 2 | ||||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 1,239,044 | 137.71 | 65,161 | 173.07 | ||||
| 2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 7,309,304 | 20.56 | 384,396 | 38.49 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 23,500 | 2.17 | 1,236 | 17.40 | |||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 135,818 | 2.04 | 6,028 | -13.04 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 705 | 37 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 5,590 | 12.68 | 294 | 29.07 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 284,000 | 3.64 | 14,936 | 19.06 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 70,651 | 7.99 | 3,731 | 28.21 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 530 | 28 | ||||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 640 | 204.76 | 32 | 210.00 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 372,061 | 123.17 | 19,567 | 156.37 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 27,428 | 11.92 | 1,442 | 28.64 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 8,150 | 0.27 | 429 | 15.05 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 1,852 | 37.70 | 97 | 59.02 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 2,823 | 38.59 | 154 | 65.59 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 9,454 | 69.34 | 497 | 94.90 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 42,800 | 2,251 | |||||
| 2025-08-15 | 13F | 尼库斯基金融公司 | 4,389 | 231 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 16,600 | 873 | |||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 8,475 | 7.32 | 446 | 23.27 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 19,093 | 576.34 | 1,004 | 678.29 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 4,672 | 3.66 | 246 | 18.93 | ||||
| 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 | 835,282 | 2.80 | 43,927 | 18.10 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 10,215 | 12.07 | 537 | 28.78 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 118,516 | 9.62 | 6,233 | 25.92 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mfs 中盘价值基金 Jnl/mfs 中盘价值基金 (a) | 315,299 | 1.04 | 16,582 | 16.07 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 8,457 | 5.29 | 445 | 20.98 | ||||
| 2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 6,707 | 28.44 | 353 | 47.28 | ||||
| 2025-07-25 | NP | SLVAX - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun A 类 | 1,737,763 | 19.87 | 86,176 | 18.54 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 166 | 9 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 25,237 | 1,483.25 | 1,327 | 1,743.06 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 9,410 | 1.73 | 431 | -2.05 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 117,473 | 6,178 | ||||||
| 2025-07-14 | 13F | 种子财富管理公司 | 3,900 | 205 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 347,770 | 8.65 | 18,289 | 24.81 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 24,939 | 0.73 | 1,312 | 15.71 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 9,700 | 510 | |||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 17,720 | 82.94 | 932 | 110.16 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 791,875 | 0.05 | 41,645 | 14.93 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 11,804 | 104.26 | 620 | 135.36 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 4,860 | 256 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | 154,552 | 1.29 | 8,128 | 16.36 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 11,419 | 20.20 | 601 | 38.25 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 90,702 | 4,770 | ||||||
| 2025-07-08 | 13F | RMR 财富创造者 | 32,919 | 6.86 | 1,731 | 22.77 | ||||
| 2025-04-17 | NP | FLDOX - 适度配置基金零售类 | 2,134 | 1,693.28 | 98 | 3,133.33 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 25,605 | 0.02 | 1,347 | 14.94 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 48,182 | 7.34 | 2,534 | 23.32 |
