机构和基金投资人持股 - 买家
在伊利诺伊州工具厂公司中开设新头寸的主要持有者包括 Glenmede投资管理有限公司, Marex 集团, Marex 集团, 瑞穗证券美国有限公司, BLI - 卢森堡投资银行, 中西部信托公司, 霍兰财富有限责任公司, SVYAX - SIIT 美国管理波动性基金 - A 类, Peak6有限责任公司, UPGD - Invesco Raymond James SB-1 股票 ETF, MASTERINVEST 资本投资有限公司, BCS私人财富管理有限公司, Huntleigh Advisors, Inc., Westerkirk资本公司, 基石规划有限责任公司, 耆那全球有限公司, 卡特金融集团有限公司, Lederer & Associates 投资顾问/ca, NOLCX - 北方大盘核心基金, 和 萨瑟金融集团公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 3 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 2,300 | 569 | |||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 35,342 | 3.95 | 9 | 0.00 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 1,941 | 23.95 | 480 | 23.45 | ||||
| 2025-07-23 | 13F | 格柏有限公司 | 836 | 207 | ||||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 121,883 | 6.69 | 30,136 | 6.36 | ||||
| 2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 8,437 | 2.95 | 2,086 | 2.66 | ||||
| 2025-07-24 | 13F | 奋进私人财富有限公司 | 2,316 | 5.85 | 576 | 5.69 | ||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 5,428 | 22.58 | 1,342 | 22.13 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 3,572 | 9.60 | 883 | 9.28 | ||||
| 2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 2,812 | 19.56 | 695 | 19.21 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 155 | 0.65 | 38 | 0.00 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 4,844 | 0.23 | 1,198 | -0.08 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 11,378 | 1.88 | 2,730 | -5.70 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 10,811 | 193.86 | 2,673 | 186.80 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 20,433 | 10.98 | 5,008 | 3.02 | ||||
| 2025-03-28 | NP | CHGX - Stance 可持续 Beta ETF | 623 | 161 | ||||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 7,793 | 0.21 | 1,927 | -0.10 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 2,870 | 55.47 | 710 | 55.14 | ||||
| 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 | 138 | 2.22 | 33 | -2.94 | ||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 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 | 0 | ||||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 771 | 13.72 | 192 | 13.02 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 81,501 | 0.73 | 20,151 | 0.42 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 47,960 | 7,987.69 | 11,858 | 7,966.67 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 63,103 | 1.86 | 15,602 | 1.55 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 5,448 | 49.79 | 1,347 | 49.33 | ||||
| 2025-07-09 | 13F | DLK 投资管理有限公司 | 24,466 | 1.83 | 6,049 | 1.53 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 2,242 | 4.86 | 554 | 4.53 | ||||
| 2025-08-13 | 13F | 中医顾问有限责任公司 | 643 | -4.04 | ||||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 4,257 | 16.18 | 1,021 | 7.59 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 2,736 | 11.99 | 706 | 25.22 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 2,000 | 494 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 358,582 | 37.06 | 88,659 | 36.64 | ||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 23,088 | 11.50 | 5,709 | 11.16 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 27,000 | 24.42 | 6,676 | 24.05 | |||
| 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 | 18,844 | 8.82 | 4,618 | 1.03 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 10,428 | 8.07 | 2,556 | 0.31 | ||||
| 2025-08-08 | 13F | CWS 财务顾问有限责任公司 | 1,530 | 4.15 | 378 | 3.85 | ||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 11,210 | 275.54 | 2,772 | 274.46 | ||||
| 2025-08-18 | 13F | 布里克和凯尔合伙人 | 18,973 | 0.03 | 5 | 0.00 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 154,868 | 9.71 | 37,955 | 1.86 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 66 | 200.00 | 16 | 220.00 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 9,254 | 0.72 | 2,288 | 0.44 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 4,580 | 47.60 | 1,132 | 47.20 | ||||
| 2025-08-12 | 13F | 阿维索金融公司 | 3,474 | 11.17 | 859 | 10.71 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 3,251 | 3.47 | 804 | 3.08 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 502,094 | 5.68 | 124,143 | 5.36 | ||||
| 2025-08-07 | 13F | PFG顾问 | 10,840 | 21.66 | 2,680 | 21.32 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 1,022 | 2.10 | 253 | 1.61 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 1,705 | 422 | ||||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 230,783 | 0.75 | 57,061 | 0.45 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 814 | 201 | ||||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 3,367 | 0.57 | 833 | 0.24 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 21,330 | 0.71 | 5,306 | 0.40 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 180 | 45 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 96,955 | 31.74 | 23,972 | 31.34 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 669 | 41.14 | 166 | 41.03 | ||||
| 2025-07-07 | 13F | 肖特韦尔鲁特贝尔公司 | 854 | 221 | ||||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 214 | 0.47 | 53 | 0.00 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 1,318 | 5.52 | 0 | |||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 980 | 242 | ||||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 1,210 | 7.65 | 299 | 7.55 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 130,302 | 8.32 | 31,261 | 0.27 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 1,876 | 0.43 | 464 | 0.00 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 1,897 | 3.95 | 469 | 3.76 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 10 | 150.00 | 2 | |||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen 真实资产配置 ETF SMI 3Fourteen 真实资产配置 ETF | 3,931 | 46.95 | 972 | 46.46 | ||||
| 2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 6,441 | 8.86 | 1,579 | 1.09 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林收入焦点 ETF | 15,332 | 20.52 | 3,791 | 20.13 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 6,346 | 5.52 | 1,569 | 5.23 | ||||
| 2025-07-30 | NP | DRIPX - MP63 基金 | 7,274 | 0.11 | 1,783 | -7.09 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 2,917 | 2.46 | 721 | 2.12 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 3,530 | 2.02 | 873 | 1.63 | ||||
| 2025-08-14 | 13F | Bontempo Ohly 资本管理有限公司 | 17,399 | 2.43 | 4,302 | 2.11 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 18,030 | 2.62 | 4,458 | 2.30 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 2,134 | 528 | ||||||
| 2025-08-05 | 13F | 森伯斯特金融集团有限责任公司 | 1,218 | 0.08 | 301 | 0.00 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 3,280 | 38.16 | 804 | 28.27 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 102,000 | 10.03 | 25,220 | 9.70 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 13,667 | 14.61 | 3,350 | 6.42 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 40,321 | 0.97 | 9,969 | 0.66 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 10 | 100.00 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 清晰度资产管理公司 | 120 | 3.45 | 30 | 3.57 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 3,177 | 1.05 | 786 | 0.77 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 2,138 | 0.09 | 1 | |||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 1,029 | 7.41 | 268 | 16.02 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 38,993 | 9.52 | 9,605 | 10.04 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 1,333 | 0.23 | 0 | |||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 271,991 | 0.68 | 67,250 | 0.37 | ||||
| 2025-07-16 | 13F | Kerntke Otto McGlone 财富管理集团 | 1,453 | 16.71 | 359 | 16.56 | ||||
| 2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 18,208 | 0.10 | 4,502 | -0.22 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 7,069 | 0.01 | 1,748 | -0.29 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 4,931 | 0.78 | 1,219 | 0.49 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 1,820 | 0.72 | 450 | 0.22 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 2,400 | 14.29 | 1 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 657 | 1.86 | 158 | -5.99 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 477 | 0 | ||||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 7,783 | 5.50 | 2 | 0.00 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 1,768 | 21.51 | 0 | |||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,760 | 1.16 | 3,127 | -6.07 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 41,440 | 6.84 | 9,942 | -1.09 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 86,233 | 0.06 | 21,321 | -0.24 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 4,864 | 6.43 | 1,203 | 6.09 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 24,077 | 20.72 | 5,953 | 20.36 | ||||
| 2025-07-25 | NP | MFSV-MFS主动价值ETF | 2,804 | 16.78 | 687 | 8.53 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,369,776 | 0.12 | 825,865 | -7.04 | ||||
| 2025-08-01 | 13F | KS联合资本管理公司 | 31,491 | 1.58 | 7,786 | 1.27 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 14,952 | 44.05 | 3,697 | 43.59 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 269,625 | 3.35 | 66,665 | 3.03 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 6,402 | 6.52 | 1,583 | 6.17 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 4,555 | 1,126 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 601,707 | 4.70 | 148,773 | 4.38 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 24,899 | 27.36 | 6,156 | 26.98 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 47,056 | 1.38 | 11,289 | -6.15 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 3,227 | 425.57 | 774 | 386.79 | ||||
| 2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 4,423 | 1 | ||||||
| 2025-07-18 | 13F | 艾利投资管理有限公司 | 37,660 | 0.53 | 9,311 | 0.23 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 913 | 233 | ||||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 9,164 | 20.42 | 2,266 | 20.03 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 898 | 222 | ||||||
| 2025-08-06 | 13F | 霍兰证券公司 | 1,419 | 53.74 | 351 | 53.51 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 7,323 | 0.37 | 1,811 | 0.06 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 115 | 11.65 | 28 | 12.00 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 173 | 43 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 57 | 14 | ||||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 896 | 222 | ||||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 35,092 | 1.55 | 8,676 | 1.24 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 1,279 | 10.93 | 316 | 10.49 | ||||
| 2025-05-27 | NP | DIVL - 麦迪逊股息价值 ETF | 1,256 | 312 | ||||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 135,137 | 3.93 | 33,413 | 3.61 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 2,384 | 1 | ||||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 24 | 14.29 | 6 | 0.00 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 39,033 | 0.01 | 9,651 | -0.30 | ||||
| 2025-08-27 | NP | LQPE - PEO AlphaQuest(TM) 主题 PE ETF | 926 | 67.75 | 229 | 67.65 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 1,655 | 1.04 | 409 | 0.74 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 15,548 | 0.09 | 3,830 | -1.64 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 8,946,490 | 1.60 | 2,212,020 | 1.29 | ||||
| 2025-07-23 | 13F | LifeSteps 金融公司 | 2,730 | 0.07 | 675 | -0.30 | ||||
| 2025-08-29 | NP | DIVGX - Guardian 股息增长基金 I 类 | 1,264 | 22.24 | 313 | 21.88 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 105 | 90.91 | 26 | 92.31 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 3,893 | 1.12 | 963 | 0.84 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | Short | -682 | -16.32 | -164 | -22.75 | |||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 35 | 2.94 | 9 | 12.50 | ||||
| 2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 714 | 25.70 | 177 | 25.71 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 2,115 | 33.52 | 523 | 33.16 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 710 | 2.31 | 176 | 1.74 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 127,103 | 0.85 | 31,426 | 0.54 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 1,003 | 8.79 | 248 | 8.33 | ||||
| 2025-08-12 | 13F | 迪梅奥施耐德有限公司 | 37,171 | 53.21 | 9,191 | 51.83 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 4,489 | 2.12 | 1,149 | 9.01 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 1,160 | 14.85 | 287 | 14.40 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 4,014 | 0.22 | 992 | -0.10 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,374 | 16.15 | 340 | 15.70 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | Short | -5,400 | 31.71 | -1,323 | 22.27 | |||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 283,799 | 25.68 | 70 | 25.00 | ||||
| 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 | 384,353 | 8.36 | 94,197 | 0.60 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 146 | 100.00 | 36 | 100.00 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 2,554,468 | 1.14 | 631,685 | 0.83 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 14,255 | 1,353.11 | 3,525 | 1,350.21 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 74 | 17.46 | 18 | 20.00 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 260,646 | 4.46 | 62,532 | -3.30 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 18,177 | 2.22 | 4,494 | 1.90 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 4,327 | 7.58 | 1,070 | 7.22 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 10,224 | 4.41 | 2,528 | 4.08 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 34,272 | 21.45 | 8,474 | 21.08 | ||||
| 2025-08-12 | 13F | 绝对资本管理有限责任公司 | 3,607 | 892 | ||||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 4,820 | 5.79 | 1,192 | 5.49 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 10,482 | 0.13 | 2,592 | -0.19 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 1,911 | 107.94 | 453 | 101.79 | ||||
| 2025-07-28 | 13F | 库欣资本合伙公司 | 3,297 | 0.18 | 820 | -0.12 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 500 | 124 | |||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 1,681 | 416 | ||||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 2,294 | 10.82 | 567 | 10.53 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 8,400 | 2,077 | |||||
| 2025-07-31 | 13F | 北极星资产管理公司 | 1,627 | 8.32 | 402 | 8.06 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,350 | 41.74 | 619 | 55.28 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 82,738 | 15.56 | 20,457 | 15.21 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 5,043 | 71.82 | 1,247 | 71.39 | ||||
| 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 | 26,029 | 26.58 | 6,436 | 26.20 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 31,760 | 15.64 | 7,853 | 15.28 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 6,053 | 1.25 | 1,497 | 0.94 | ||||
| 2025-07-18 | 13F | 联合银行 | 36,361 | 7.98 | 8,990 | 7.65 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 3,355 | 80.96 | 830 | 80.61 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 2,233 | 1.32 | 547 | -5.85 | ||||
| 2025-08-14 | 13F | 克雷斯特蒙特私人财富有限责任公司 | 3,126 | 6.80 | 773 | 6.48 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 4,564 | 1,128 | ||||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 67,439 | 39.52 | 16,674 | 39.09 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 2 | 1 | ||||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 1,959 | 11.43 | 484 | 11.01 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 1,970 | 487 | ||||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 5,007 | 0.40 | 1,238 | 0.16 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 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 | 848 | 129.81 | 210 | 125.81 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 71,507 | 9.20 | 17,680 | 8.87 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 2,220,345 | 9.11 | 548,980 | 8.78 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 7,977 | 5.00 | 1,972 | 4.67 | ||||
| 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 | 170,752 | 2.13 | 42,218 | 1.82 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 5,100 | 64.52 | 1,261 | 64.06 | |||
| 2025-08-04 | 13F | 精明顾问公司 | 2,837 | 31.71 | 701 | 31.27 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 37,500 | 186.26 | 9,272 | 185.44 | |||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 46,190 | 4.24 | 11,490 | 3.93 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 10,469 | 24.91 | 2,588 | 24.54 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 529 | 131 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | 11,405 | 5.96 | 2,820 | 5.62 | ||||
| 2025-07-07 | 13F | 西联银行 | 6,531 | 9.67 | 1,615 | 9.35 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 71,019 | 34.38 | 17,560 | 33.97 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 6,562 | 4.09 | 1,632 | 3.82 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 5,390 | 10.61 | 1,333 | 10.26 | ||||
| 2025-07-18 | 13F | RKL财富管理有限责任公司 | 7,747 | 3.47 | 1,915 | 3.18 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 505,847 | 1.69 | 121,358 | -5.86 | ||||
| 2025-08-11 | 13F | 阿斯彭投资管理公司 | 6,345 | 1.75 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 1,104 | 0.27 | 274 | 0.00 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 10,325 | 29.29 | 2,477 | 19.72 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 206,557 | 131.85 | 51,068 | 131.13 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 12,337 | 0.37 | 2,960 | -7.10 | ||||
| 2025-08-19 | 13F | Marex 集团 | 23,818 | 5,889 | ||||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 2,342 | 1.12 | 579 | 0.87 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 1,570 | 6.22 | 388 | 6.01 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 23,500 | 5,810 | |||||
| 2025-08-22 | 13F | 卡特金融集团有限公司 | 4,424 | 1,101 | ||||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 18,258 | 2.58 | 4,514 | 4.93 | ||||
| 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 | 5,881 | 3.05 | 1,411 | -4.67 | ||||
| 2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 3,333 | 40.75 | 829 | 40.51 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 63,229 | 1.13 | 15,169 | -6.38 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 147,067 | 0.41 | 36,362 | 0.10 | ||||
| 2025-08-29 | NP | DAEIX - Dean 股权收益基金 | 7,319 | 90.60 | 1,810 | 90.02 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 9,938 | 195.86 | 2,457 | 194.25 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 4,852 | 1.36 | 1,200 | 1.01 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 18 | 4 | ||||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 757 | 132.21 | 188 | 128.05 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 27,092 | 2.26 | 6,698 | 1.95 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 6,381 | 6.53 | 1,587 | 6.22 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 1,704 | 112.73 | 423 | 107.88 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 2,484 | 6.52 | 616 | 4.23 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 12,044 | 18.88 | 2,978 | 18.51 | ||||
| 2025-07-22 | 13F | 串联投资合伙公司 | 2,341 | 16.99 | 579 | 16.53 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 31 | 8 | ||||||
| 2025-08-13 | 13F | 法国集团 | 27,449 | 16.60 | 6,757 | 13.91 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 2,318 | 182.00 | 573 | 182.27 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,854 | 0.76 | 458 | 0.44 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 309 | 34.35 | 74 | 25.42 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 4,361,853 | 2.93 | 1,078,469 | 2.61 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 14,242 | 4.06 | 3,521 | 3.74 | ||||
| 2025-07-09 | 13F | 伯克希尔银行 | 5,228 | 2.13 | 1,293 | 1.81 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 36 | 20.00 | 9 | 14.29 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 80,136 | 0.88 | 19,814 | 0.57 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 8,500 | 750.00 | 2,102 | 747.18 | |||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,359 | 4.54 | 333 | -2.92 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 3,640 | 29.77 | 900 | 29.35 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 13,747 | 5.47 | 3,399 | 5.17 | ||||
| 2025-08-14 | 13F | 道富银行 | 12,476,310 | 0.88 | 3,103,167 | 0.58 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,089 | 8.90 | 271 | 8.43 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,350 | 14.12 | 334 | 13.65 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 2 | 0 | ||||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,857 | 22.82 | 459 | 22.73 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 7,228 | 4.50 | 1,787 | 4.20 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 52,586 | 0.09 | 13,002 | -0.22 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 40,756 | 8.17 | 10,077 | 7.83 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 1,941 | 14.92 | 483 | 15.31 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 1,649 | 5.03 | 408 | 3.56 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 186 | 1.09 | 46 | 0.00 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 6,079 | 3.42 | 1,503 | 3.16 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 135,743 | 5.89 | 33,268 | -1.69 | ||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 171,780 | 0.03 | 42,473 | -0.27 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 1,639 | 5.74 | 0 | |||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 15,811 | 3.96 | 3,909 | 3.66 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 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 | 16,496 | 1.85 | 4,079 | 1.54 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 6,783 | 4.13 | 1,627 | -3.61 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 1,015 | 5.95 | 252 | 5.44 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 111,911 | 10.52 | 27,670 | 10.17 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,160 | 13.17 | 304 | 25.21 | ||||
| 2025-08-08 | 13F | KBC 集团 | 61,149 | 3.83 | 15 | 7.14 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 317 | 6,240.00 | 78 | 7,700.00 | ||||
| 2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 576 | 142 | ||||||
| 2025-07-28 | 13F | Nvest金融有限责任公司 | 1,120 | 277 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 29 | 11.54 | 7 | 0.00 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 3,564 | 0.03 | 881 | -0.23 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -55,197 | 12.02 | -13,647 | 11.68 | |||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 175 | 6.71 | 43 | -2.33 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 55,100 | 0.05 | 13,623 | -0.26 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 10,638 | 5.57 | 2,630 | 5.24 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 20,574 | 351.09 | 5,087 | 349.69 | ||||
| 2025-06-30 | NP | RSP - Invesco 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 | 559,626 | 1.07 | 134,260 | -6.43 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 20,129 | 0.33 | 4,977 | 0.02 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 76,714 | 4.58 | 18,968 | 4.25 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 5,732 | 30.96 | 1 | 0.00 | ||||
| 2025-07-08 | 13F | 亨里克森·诺塔财富顾问公司 | 18,034 | 0.09 | 4,459 | 9.10 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 52 | 4.00 | 13 | 0.00 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 9,666 | 0.64 | 2,390 | 0.29 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 41,133 | 125.97 | 10,170 | 125.30 | ||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 1,600 | 396 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 11,293 | 106.91 | 2,792 | 106.36 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 136,884 | 2.16 | 34 | 0.00 | ||||
| 2025-07-24 | 13F | 强塔咨询服务 | 12,296 | 2.55 | 3,040 | 14.37 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 1,166 | 1.39 | 288 | 1.05 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 118 | 31 | ||||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 753 | 91.60 | 186 | 91.75 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 1,207 | 298 | ||||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 203,763 | 3.71 | 50,381 | 3.39 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 4,128 | 5.28 | 1,020 | 10.03 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 2,284 | 24.06 | 565 | 23.68 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 16,257 | 255.89 | 4,020 | 255.04 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 6,553 | 26.80 | 1,620 | 26.46 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 920 | 13.02 | 228 | 12.94 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 42,885 | 22.94 | 10,603 | 22.56 | ||||
| 2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 39,814 | 13.38 | 9,844 | 13.05 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 16,118 | 105.40 | 3,985 | 104.78 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,040 | 15.94 | 257 | 15.77 | ||||
| 2025-06-17 | NP | CFVLX - 价值基金股票 | 19,500 | 4.00 | 4,678 | -3.73 | ||||
| 2025-07-03 | 13F | 贤者资本顾问有限公司 | 21,503 | 1.53 | 5,317 | 1.22 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 95 | 23 | ||||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 1,010 | 1.20 | 251 | 0.80 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 165,000 | 1.79 | 34,754 | -6.62 | ||||
| 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 | 1,815 | 11.42 | 435 | 3.08 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 137 | 10.48 | 34 | 10.00 | ||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 5,035 | 4.33 | 1,282 | 7.19 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 5,764 | 21.14 | 1,425 | 20.76 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 599 | 34.00 | 148 | 34.55 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 870 | 71.94 | 215 | 72.00 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 5 | 66.67 | 1 | |||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -14,039 | -18.63 | -3,368 | -24.67 | |||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 128,847 | 0.27 | 31,857 | -0.03 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 707,933 | 0.10 | 175 | 0.00 | ||||
| 2025-07-31 | 13F | WFA资产管理公司 | 852 | 0.59 | 202 | -11.45 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 8,387 | 46.60 | 2 | 100.00 | ||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 7,634 | 1.13 | 1,888 | 0.80 | ||||
| 2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 948 | 0.21 | 234 | 0.00 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 1,417 | 347 | ||||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 1,440 | 60.00 | 356 | 59.64 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 6,675 | 1.38 | 1,650 | 1.10 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 858 | 0.47 | 213 | -1.85 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 6,830 | 22.75 | 1,689 | 22.41 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 8,696 | 2.51 | 2,150 | 2.14 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 9,009 | 1.40 | 2,227 | 1.09 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 267 | -42.08 | ||||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 5,255 | 105.43 | 1,299 | 104.89 | ||||
| 2025-06-27 | NP | UPGD - Invesco Raymond James SB-1 股票 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 | 8,339 | 2,001 | ||||||
| 2025-07-24 | 13F | 康宁公司 | 139,470 | 1.30 | 34,484 | 0.98 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 145,436 | 41.96 | 35,954 | 42.49 | ||||
| 2025-08-07 | 13F | BHK 投资顾问有限公司 | 2,713 | 2.30 | 671 | 1.98 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,571 | 4.11 | 388 | 3.74 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 22 | 4.76 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 1,423 | 36.43 | 352 | 35.52 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 1,459 | 39.88 | 361 | 39.53 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 6,154 | 0.03 | 1,531 | -0.26 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 91 | 22 | ||||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 29,061 | 0.54 | 7,185 | 0.24 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 13,341 | 3,299 | ||||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 50,600 | 104.86 | 12,511 | 104.24 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 9,787 | 2.09 | 2,399 | -5.22 | ||||
| 2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 1,313 | 322 | ||||||
| 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 | 25,800 | 33.68 | 6,379 | 33.28 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,721 | 4.60 | 8,810 | -3.18 | ||||
| 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 | 3,326 | 0.64 | 815 | -6.54 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 988 | 4.22 | 244 | 3.83 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 1,582 | 94.11 | 391 | 93.56 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 34,234 | 8,464 | ||||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 869 | 1,197.01 | 208 | 1,123.53 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 527,242 | 5.63 | 130,361 | 5.30 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 17,200 | 4,253 | |||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 18,700 | 4,624 | |||||
| 2025-07-28 | 13F | 双树管理有限公司 | 869 | 215 | ||||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 700 | 40.00 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 1,193 | 15.94 | 295 | 15.69 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 17,987 | 17.26 | 4,447 | 16.90 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 28,221 | 1.74 | 6,978 | 1.42 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 21,713,323 | 3.45 | 5,368,619 | 3.13 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 3,713 | 89.05 | 918 | 88.30 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 7,545 | 8.98 | 1,866 | 8.68 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 14,634 | 3,618 | ||||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 10,218 | 0.67 | 2,526 | 0.36 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 1,263 | 4.21 | 312 | 4.00 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 77,043 | 7.24 | 19,069 | 6.92 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 3,444,645 | 8.28 | 851,688 | 7.95 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 704,475 | 5.49 | 174,181 | 5.17 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 63,664 | 5.20 | 16 | 0.00 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 99 | 12.50 | 24 | 4.35 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,191 | 7.82 | 542 | 7.55 | ||||
| 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 | 133,563 | 0.32 | 32,734 | -6.87 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 2 | 0 | ||||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 17 | 13.33 | 4 | 33.33 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 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 | 690,539 | 15.06 | 165,667 | 6.51 | ||||
| 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 | 32,812 | 7.45 | 8,042 | -0.24 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 835 | 6.91 | 200 | -0.99 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 4,143 | 6.18 | 994 | -1.78 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 29,639 | 20.08 | 7,328 | 19.72 | ||||
| 2025-08-14 | 13F | 采石场LP | 154 | 38 | ||||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 488 | 0.41 | 121 | 0.00 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 9,900 | 122.97 | 2,448 | 122.25 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 22,698 | 21.46 | 5,563 | 12.77 | ||||
| 2025-08-14 | 13F | 南岸银行 | 846 | 0.48 | 209 | 0.48 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 1,300 | 0.54 | 322 | 0.31 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 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 | 160 | 40 | ||||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 851 | 0.35 | 209 | -6.73 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 6,298 | 433.28 | 1,557 | 433.22 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 77,147 | 7.81 | 18,508 | -0.19 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 1,053 | 0.67 | 260 | 0.39 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 4,463 | 9.23 | 1,071 | 1.13 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 42,708 | 2.33 | 10,623 | 2.02 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 5,121 | 2.89 | 1,266 | 2.59 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 320,292 | 0.66 | 79,192 | 0.35 | ||||
| 2025-08-14 | 13F | Xponance公司 | 54,495 | 5.32 | 13,474 | 5.00 | ||||
| 2025-07-25 | 13F | 萨瑟金融集团公司 | 2,318 | 573 | ||||||
| 2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 2,275 | 1.52 | 564 | -0.70 | ||||
| 2025-07-18 | 13F | 麦奎尔投资集团有限责任公司 | 43,646 | 0.92 | 10,791 | 0.61 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 103,639 | 1,278.36 | 26 | 2,400.00 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 58,469 | 0.15 | 14,456 | -0.15 | ||||
| 2025-05-30 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 25,875 | 139.10 | 6,417 | 121.05 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,611 | 3.73 | 395 | -3.67 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 2,838 | 0.04 | 702 | -0.28 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 3,724 | 10.24 | 921 | 9.92 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 7,365 | 136.51 | 1,821 | 135.88 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 217 | 0.93 | 0 | |||||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 809 | 200 | ||||||
| 2025-07-09 | 13F | 捷克国家银行 | 65,173 | 6.20 | 16,114 | 5.87 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 5,115 | 11.44 | 1,265 | 13.77 | ||||
| 2025-05-12 | 13F | Ccm投资集团有限责任公司 | 18,477 | 4.85 | 4,526 | 1.39 | ||||
| 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 | 1,158 | 2.66 | 284 | -4.71 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 3,811 | 6.27 | 942 | 5.96 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 383 | 455.07 | 95 | 452.94 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 146 | 0.69 | 36 | 0.00 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 3,493 | 182.83 | 864 | 182.03 | ||||
| 2025-08-13 | 13F | 德布洛集团公司 | 1,164 | 0.09 | 288 | -0.35 | ||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 147,225 | 4.49 | 36,401 | 4.17 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 4,082 | 7.59 | 1,000 | -0.10 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 613 | 150 | ||||||
| 2025-08-07 | 13F | 第一来源银行 | 3,612 | 1.38 | 893 | 1.13 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 1,577 | 16.64 | 390 | 16.12 | ||||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 18,400 | 4,563 | ||||||
| 2025-08-12 | 13F | 哈特兰顾问公司 | 1,100 | 272 | ||||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 319 | 1.59 | 79 | 1.30 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 34,104 | 31.00 | 8,432 | 30.61 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 4,247 | 11.50 | 1,057 | 11.86 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 2,794 | 3.02 | 691 | 2.68 | ||||
| 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 | 80,571 | 9.17 | 19,330 | 1.06 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 3,914 | 968 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 5,744 | 136.77 | 1,420 | 136.27 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 3,312 | 19.31 | 819 | 18.90 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 72,504 | 4.18 | 17,927 | 3.86 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 2,395,203 | 15.57 | 592,214 | 15.22 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 55,172 | 0.02 | 13,236 | -7.41 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 440 | 0.46 | 109 | 0.00 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 1,752,081 | 0.48 | 433,220 | 0.17 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 649 | 17.36 | 0 | |||||
| 2025-08-14 | 13F | FIL有限公司 | 8,373 | 5.79 | 2,070 | 5.50 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 234 | 105.26 | 56 | 93.10 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,692 | 12.65 | 418 | 12.37 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 168,490 | 0.15 | 41,659 | -0.16 | ||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 18,212 | 83.66 | 4,503 | 83.08 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 21,651 | 5.06 | 5,353 | 4.73 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 874 | 2.10 | 216 | 1.89 | ||||
| 2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 24,173 | 0.23 | 5,799 | -7.22 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 2,624 | 28.75 | 649 | 28.32 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 19,339 | 5.78 | 4,740 | -1.80 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 375 | 19.81 | 95 | 23.38 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 308,328 | 0.07 | 76,234 | -0.24 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 4,148 | 4.64 | 1,025 | 4.27 | ||||
| 2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 15,900 | 18.76 | 3,931 | 18.40 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 36 | 111.76 | 9 | 100.00 | ||||
| 2025-08-06 | 13F | 南州公司 | 4,054 | 0.50 | 1,002 | 0.20 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 6,125 | 12.99 | 1,469 | 4.63 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 20 | 42.86 | 5 | 66.67 | ||||
| 2025-08-25 | NP | HVAC - AdvisorShares HVAC 和工业 ETF | 173 | 130.67 | 43 | 133.33 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 2,838 | 2.64 | 702 | 2.34 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,314 | 9.14 | 325 | 8.72 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 1,966 | 486 | ||||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 1,603 | 1.26 | 413 | 5.10 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 557 | 109.40 | 137 | 94.29 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 14,938 | 1.23 | 3,661 | -6.01 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 1,060 | 10,500.00 | 262 | 13,000.00 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,089 | 271 | ||||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 3,327 | 4.10 | 823 | 3.79 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 3,595,146 | 2.29 | 888,900 | 1.98 | ||||
| 2025-07-23 | 13F | 海山金融集团公司 | 3,488 | 3.38 | 862 | 3.11 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 17,517 | 1.73 | 4,331 | 1.43 | ||||
| 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 | 16 | 33.33 | 4 | 0.00 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,465 | 4.64 | 351 | -3.04 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 6,729 | 0.30 | 233 | 2.19 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 710 | 0 | ||||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 31,183 | 2.38 | 7,958 | 5.06 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 666 | 160 | ||||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 1,073 | 1.61 | 265 | 1.53 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 67 | 16 | ||||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 1,701 | 11.54 | 421 | 11.11 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 17 | 4 | ||||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 9,873 | 25.07 | 2,420 | 16.13 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 602 | 67.69 | 149 | 66.29 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 13,744 | 17.67 | 3,398 | 16.61 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 923 | 27.66 | 228 | 27.37 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 2,465,565 | 0.85 | 609,611 | 0.54 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 1,115 | 19.64 | 284 | 20.85 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 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 | 6,390 | 192.45 | 1,533 | 170.85 | ||||
| 2025-07-09 | 13F | 伍德斯托克公司 | 45,559 | 1.09 | 11,264 | 0.78 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -10,205 | -32.44 | -2,523 | -32.65 | |||
| 2025-07-24 | 13F | PDS 规划公司 | 2,481 | 1.14 | 613 | 0.82 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 4,456 | 114.64 | 1,105 | 116.24 | ||||
| 2025-07-29 | 13F | 大师财富管理有限公司 | 978 | 242 | ||||||
| 2025-07-21 | 13F | ASR资产管理公司 | 53,596 | 3.24 | 13,251 | 2.91 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 971 | 4.30 | 241 | 1.69 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 1,686 | 1.32 | 417 | 0.97 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 5,856 | 7.45 | 1,504 | 11.25 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 2,781 | 0.36 | 687 | 0.00 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 155,128 | 0.77 | 38,019 | -6.45 | ||||
| 2025-05-08 | NP | QBDSX - 量化管理收益基金投资者类别股票 | 2,813 | 68.34 | 698 | 64.78 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 14,391 | 3,558 | ||||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 68,821 | 1.72 | 16,867 | -5.56 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 164,595 | 2.35 | 39,488 | -5.25 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 87 | 128.95 | 22 | 133.33 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 215 | 53 | ||||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 109,913 | 161.31 | 27,176 | 160.52 | ||||
| 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 | 121,988 | 0.87 | 29,266 | -6.62 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -968 | -53.86 | -239 | -54.04 | |||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 1,336 | 4.13 | 330 | 3.77 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 93,423 | 7.83 | 23,175 | 8.53 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 1,916 | 23.14 | 495 | 28.57 | ||||
| 2025-08-05 | 13F | 雅各布森与施密特顾问有限公司 | 1,600 | 396 | ||||||
| 2025-08-11 | 13F | 美国教师保险与年金协会 | 176 | 44 | ||||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 20,286 | 0.39 | 5,016 | 0.08 | ||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 2,891 | 717 | ||||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 4,379 | 73.84 | 1,083 | 73.40 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 1,067 | 2.89 | 264 | 2.33 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 11,891 | 18.53 | 2,853 | 9.73 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 2,191 | 3.79 | 542 | 3.44 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 25,484 | 1,577.68 | 6,301 | 1,575.53 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 16,124 | 3.15 | 3,987 | 2.84 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 106,784 | 12.93 | 26,401 | 12.57 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 8,965 | 1.90 | 2,217 | 1.60 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 3 | 1 | ||||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,941 | 14.92 | 480 | 14.59 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 265,566 | 65,661 | ||||||
| 2025-08-05 | 13F | 西区投资管理公司 | 265 | 85.31 | 66 | 88.57 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,490 | 8.44 | 365 | 0.83 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 181,428 | 1.86 | 44,858 | 1.55 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 1,788 | 442 | ||||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 108 | 4.85 | 27 | 4.00 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 18,108 | 2.31 | 4,635 | 5.60 | ||||
| 2025-08-13 | 13F | 第1832章 | 240,375 | 13.60 | 59,433 | 13.25 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 13,023 | 3.93 | 3,220 | 3.60 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 26,723,774 | 1.27 | 6,607,453 | 0.96 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 60,544 | 4.60 | 14,525 | -3.16 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 12,726 | 3 | ||||||
| 2025-08-15 | 13F | 田纳西州财政部 | 89,962 | 21.56 | 22,243 | 21.19 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 110,064 | 11.97 | 27,213 | 11.63 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 5,565 | 3.98 | 1,376 | 3.62 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 5,865 | 23.79 | 1,450 | 22.99 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 32,675 | 248.20 | 8,079 | 247.14 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 2,397 | 3.10 | 593 | 2.78 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 8,461 | 0.50 | 2,092 | 0.19 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 1,673 | 401 | ||||||
| 2025-07-23 | 13F | 阳光资本管理有限公司 | 1,255 | 0.64 | 312 | 0.32 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 2,392 | 593 | ||||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 1,535 | 86.74 | 368 | 72.77 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 9,582 | 7.13 | 2,369 | 6.81 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 873 | 216 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 9,600 | 37.14 | 2,381 | 38.03 | |||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,734 | 1.88 | 429 | 1.42 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 9,596 | 25.67 | 2 | 100.00 | ||||
| 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 | 49,063 | 2.06 | 12,131 | 1.74 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MFS 价值投资组合 A 类 | 112,749 | 13.14 | 27,877 | 12.79 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 7,750 | 2 | ||||||
| 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 | 39,920 | 15.54 | 9,784 | 7.26 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 10,655 | 0.30 | 2,635 | 0.00 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 14 | 3 | ||||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 1,787 | 442 | ||||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 2,436 | 2.01 | 602 | 1.69 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 115 | 29 | ||||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 951 | 249 | ||||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 10,098 | 150.01 | 2,497 | 149.35 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 381 | 101.59 | 94 | 104.35 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 526 | 4.99 | 130 | 4.84 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 1,293 | 17.23 | 330 | 20.07 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 1,785 | 12.62 | 441 | 12.21 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 2,018 | 3.43 | 499 | 3.31 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 7,081 | 6.05 | 1,699 | -1.85 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 1,187 | 95.23 | 285 | 80.89 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 11,003 | 19.88 | 2,746 | 17.30 | ||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 1,059 | 0.38 | 269 | 5.10 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 211,639 | 0.68 | 52,328 | 0.37 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 25,183 | 3.03 | 6,226 | 2.71 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 157 | 39 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,740 | 2.79 | 3,536 | -4.84 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 7,568,954 | 1.98 | 1,871,424 | 1.67 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 1,019 | 1.90 | 259 | 4.44 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 3,529 | 7.36 | 872 | 12.08 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,664 | 4.86 | 9,516 | -2.93 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 7,455 | 60.08 | 1,848 | 61.12 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 1,586 | 392 | ||||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 5,484 | 2.49 | 1,356 | 2.11 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 8,886 | 22.21 | 2,132 | 13.11 | ||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 826 | 0.24 | 206 | 0.00 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 155,743 | 8.86 | 38,507 | 8.52 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 16,573 | 4,098 | ||||||
| 2025-07-14 | 13F | 银行与信托公司 | 10,215 | 0.38 | 2,526 | 0.08 | ||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 332 | 10.67 | 82 | 5.13 | ||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,838 | 1.79 | 16,995 | -5.77 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 18,426 | 4,556 | ||||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 8,387 | 4.47 | 2,074 | 4.12 | ||||
| 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 | 592,463 | 0.06 | 142,138 | -7.37 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 1,412 | 2.02 | 349 | 1.75 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 34,060 | 1.67 | 8,421 | 1.36 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 225,658 | 6.98 | 55,794 | 6.65 | ||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 1,373 | 5.45 | 340 | 5.28 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,480 | 366 | ||||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 762 | 54.88 | 183 | 43.31 | ||||
| 2025-07-25 | NP | MEIAX - MFS价值基金A | 2,451,444 | 11.39 | 600,800 | 3.41 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 10,879 | 10.60 | 2,690 | 10.25 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 11,260 | 8.30 | 2,784 | 7.99 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,162 | 1.97 | 1,478 | -5.62 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 300 | 74 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 190 | 47 | ||||||
| 2025-08-14 | 13F | 达格科公司 | 521 | 0.39 | 129 | 0.00 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 1,233 | 32.72 | 305 | 32.17 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 250,807 | 1.69 | 62,012 | 1.38 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 559 | 40.10 | 143 | 43.43 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,861 | 19.99 | 460 | 19.79 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 6,477 | 1.17 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 39 | 21.88 | 10 | 28.57 | ||||
| 2025-08-12 | 13F | 实谈资本有限责任公司 | 1,753 | 0.06 | 433 | -0.23 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 17,978 | 0.14 | 4,445 | -0.16 | ||||
| 2025-06-20 | NP | ABLD - Donoghue Forlines 收益增强型实物资产 ETF | 1,141 | 645.75 | 274 | 600.00 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 85,867 | 710.52 | 21 | 950.00 | ||||
| 2025-07-17 | 13F | 非凡美分投资有限责任公司 | 16,910 | 1.25 | 4,181 | 0.92 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 19,703 | 10.01 | 4,872 | 9.66 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 349 | 3.25 | 86 | 3.61 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 12,010 | 30.19 | 2,969 | 29.82 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 22,045 | 1.44 | 5,451 | 1.13 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 5,237 | 4.24 | 1,307 | 3.82 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 367 | 3,977.78 | 0 | |||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 313 | 2.62 | 77 | 2.67 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 38,829 | 5.03 | 9,600 | 4.71 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 18,469 | 9.36 | 4,786 | 14.61 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 868 | 0.35 | 215 | -0.47 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 343,431 | 24,625.05 | 1 | -99.71 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 30 | 50.00 | 7 | 75.00 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 2,346 | 2.31 | 584 | 1.92 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 76,201 | 9.86 | 18,281 | 1.70 | ||||
| 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 | 18,589 | 11.72 | 4,460 | 3.41 | ||||
| 2025-07-16 | NP | CGDV - Capital Group 股息价值 ETF 股份类别 | 719,113 | 16.69 | 176,240 | 8.34 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 7,410 | 10.75 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 115,100 | 46.07 | 28,458 | 45.62 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 3,178 | 90.30 | 791 | 89.90 | ||||
| 2025-08-14 | 13F | 马林银行 | 1,452 | 4.39 | 359 | 4.36 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 2,244 | 0.04 | 555 | -0.36 | ||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 3,956 | 13.38 | 978 | 13.06 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 43 | 10 | ||||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 3,399 | 6.48 | 840 | 6.19 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 13,462 | 2.31 | 3,328 | 1.99 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 6,308 | 0.57 | 1,564 | -1.64 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 909 | 225 | ||||||
| 2025-08-28 | NP | SDY - SPDR(R) S&P(R) 股息 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 | 806,862 | 9.01 | 199,497 | 8.67 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 119 | 6.25 | 29 | 7.41 | ||||
| 2025-07-22 | 13F | 贾米森私人财富管理公司 | 1,586 | 0.25 | 392 | 0.00 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 3,624 | 1.85 | 933 | 9.51 | ||||
| 2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 5,007 | 0.81 | 1,242 | -1.43 | ||||
| 2025-08-28 | NP | ACMAX - Absolute Capital Defender 基金 A 类股 | 1,100 | 46.67 | 272 | 72.61 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 286,305 | 3.12 | 70,789 | 2.80 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 242,542 | 0.44 | 60 | 0.00 | ||||
| 2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 2,005 | 1.11 | 496 | 0.81 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 1,710 | 19.58 | 423 | 19.21 | ||||
| 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 | 495,088 | 0.11 | 121,336 | -7.06 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 8,284 | 2,048 | ||||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 1,425 | 352 | ||||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 2,492 | 6.36 | 620 | 5.99 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 10,666 | 13.34 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 1,055 | 261 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,251 | 3.99 | 309 | 3.69 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 260,022 | 8.71 | 64,290 | 8.38 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 1,665 | 2.97 | 412 | 2.49 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,775 | 2.25 | 435 | -5.02 | ||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 8,669 | 2.47 | 2,143 | 2.14 | ||||
| 2025-07-10 | 13F | 赫洛财富管理集团有限公司 | 1,775 | 0.06 | 439 | -0.23 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 900 | 223 | ||||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 4,765 | 4.08 | 1,178 | 3.79 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 18,480 | 2.23 | 4,569 | 1.92 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 150,418 | 8.11 | 36,087 | 0.08 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 35,713 | 394.43 | 8,830 | 393.02 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 28,173 | 22.43 | 6,966 | 22.06 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 4,207 | 16.93 | 1,031 | 8.64 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 62,113 | 3.47 | 15,358 | 3.15 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 18,509 | 7.16 | 4,576 | 6.84 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 4,393 | 20.22 | 1,086 | 19.87 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 204 | 18.60 | 50 | 19.05 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 437 | 0.23 | 108 | 0.00 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 81 | 20 | ||||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 52,474 | 2.22 | 12,974 | 1.91 | ||||
| 2025-06-27 | NP | BMVP - 景顺动态市场 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,280 | 10.81 | 1,986 | 2.58 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 2,543 | 2.75 | 682 | 5.25 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 13,369 | 6.88 | 3,276 | -0.79 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 5,886 | 1,455 | ||||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 7,255 | 1,794 | ||||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 13,310 | 43.97 | 3,291 | 43.54 | ||||
| 2025-08-08 | 13F | 佩蒂克斯和博特公司 | 816 | 202 | ||||||
| 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 | 31,353 | 3.29 | 7,684 | -4.11 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 5,093 | 110.19 | 1,259 | 109.83 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 5,909 | 24.98 | 1,461 | 24.66 | ||||
| 2025-06-17 | NP | 商业基金 - 中型价值基金股票 | 1,770 | 2.91 | 425 | -4.72 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 5,417 | 3.91 | 1,339 | 3.64 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 1,760 | 109.03 | 435 | 109.13 | ||||
| 2025-08-15 | 13F | 前街资本管理公司 | 500 | 0 | ||||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 86,409 | 1.95 | 21,365 | 1.64 | ||||
| 2025-07-23 | 13F | 增值金融有限责任公司 | 1,179 | 0.17 | 292 | 0.00 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 25,190 | 59.18 | 6,208 | 48.62 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 720,902 | 2.97 | 178,243 | 2.66 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 7,707 | 1,906 | ||||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 5,585 | 1.82 | 1,381 | 1.47 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 873 | 216 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 24 | 200.00 | 6 | 400.00 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 220,005 | 6.66 | 54,396 | 6.34 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 14,072 | 0.75 | 3,479 | 0.46 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 6,481 | 1,643 | ||||||
| 2025-08-29 | NP | BEEZ - Honeytree 美国股票 ETF | 1,271 | 1.03 | 314 | 0.96 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 2,324 | 8.14 | 608 | 18.29 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 864 | 0 | ||||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 896 | 222 | ||||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 89,255 | 15.39 | 22,068 | 15.04 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 53,819 | 8.35 | 13,387 | 8.02 | ||||
| 2025-08-05 | 13F | 科顿资本公司 | 988 | 244 | ||||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 1,610 | 89.86 | 398 | 89.05 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 63,980 | 0.49 | 16,539 | 4.74 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 3,869 | 7.89 | 957 | 7.54 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 272 | 32.68 | 67 | 34.00 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,174 | 4.08 | 282 | -3.77 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 5,932 | 5.95 | 1,467 | 5.62 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 1,042 | 0.19 | 258 | 0.00 | ||||
| 2025-08-28 | NP | TLCHX - 社会选择股票基金 | 3,170 | 3.19 | 784 | 2.89 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 844,815 | 371.56 | 210,201 | 373.10 | ||||
| 2025-07-22 | 13F | PUREfi 财富有限责任公司 | 1,266 | 17.11 | 313 | 16.79 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 29,167 | 9.85 | 7,212 | 9.52 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 14,300 | 169.81 | 3,536 | 169.03 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 11,680 | 0.50 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | 谷溪资本集团有限公司 | 5,750 | 0.17 | 1,422 | -0.14 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,898 | 2.48 | 469 | 2.18 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 212 | 8.72 | 51 | 6.38 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 11,869 | 9.53 | 3 | 0.00 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 126 | 20.00 | 31 | -27.91 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 61,052 | 27.32 | 15 | 36.36 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 2,146 | 10.56 | 526 | 2.54 | ||||
| 2025-05-15 | NP | PSET - 主要价格制定者指数 ETF | 2,596 | 7.32 | 644 | 4.89 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 43,430 | 33.24 | 10,738 | 32.83 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 370,631 | 3.84 | 91,638 | 3.52 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 907 | 0.55 | 224 | 0.45 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 6,136 | 202.27 | 1,517 | 201.59 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 25,730 | 1.26 | 6,381 | -0.95 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 5,534 | 3.63 | 1,368 | 3.32 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 7,249 | 5.09 | 1,792 | 4.80 | ||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 50 | 12 | ||||||
| 2025-08-19 | 13F | 怀俄明州 | 1,230 | 24.12 | 304 | 24.08 | ||||
| 2025-08-14 | 13F | 野村控股公司 | 21,872 | 159.49 | 5,408 | 158.71 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 641 | 4.23 | 158 | 3.95 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 2,054 | 0.54 | 508 | 0.20 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 95 | 126.19 | 23 | 130.00 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 253,618 | 1.26 | 62,707 | 0.95 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 65 | 3.17 | 16 | 6.67 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 8,476 | 1.13 | 2,096 | 0.82 | ||||
| 2025-03-31 | NP | FBUF - 富达动态缓冲股票 ETF | 49 | 6.52 | 13 | 0.00 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 954 | 17.34 | 236 | 16.92 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 414 | 87 | ||||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 1,209 | 299 | ||||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 108,035 | 6,342.16 | 26,712 | 6,336.39 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 7,600 | 1,879 | ||||||
| 2025-08-26 | NP | BGIG - Bahl & Gaynor 收入增长 ETF | 12,300 | 15.33 | 3,041 | 14.97 | ||||
| 2025-07-15 | 13F | 克罗诺斯财富管理有限责任公司 | 21,991 | 2.04 | 5,437 | 1.74 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 1,201,311 | 1.36 | 297,024 | 1.05 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 3,069 | 22.12 | 759 | 21.67 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 21,029 | 1.45 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 1,300 | 321 | ||||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 11,143 | 6.41 | 2,731 | -1.23 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 6,747 | 76.85 | 2 | |||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 904 | 1.57 | 225 | 0.90 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 96,660 | 572.70 | 23,899 | 570.75 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 30 | 900.00 | 7 | |||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 7,159 | 118.66 | 1,770 | 118.25 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 839 | 34.89 | 207 | 34.42 | ||||
| 2025-07-09 | 13F | 定义财富管理有限公司 | 1,240 | 0.65 | 307 | 0.33 | ||||
| 2025-05-27 | NP | FELV - 富达增强型大盘价值 ETF | 9,017 | 1.50 | 2,236 | -0.71 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 2,225 | 0.09 | 571 | 3.26 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 28,903 | 1.68 | 7,147 | 1.39 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 90 | 22 | ||||||
| 2025-07-10 | 13F | 穆勒金融服务公司 | 1,521 | 4.18 | 376 | 3.87 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 61 | 15 | ||||||
| 2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 4,395 | 0.16 | 1,087 | -0.18 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 138 | 21.05 | 34 | 21.43 | ||||
| 2025-07-31 | 13F | 格雷比尔·巴茨联合有限公司 | 3,619 | 5.08 | 895 | 4.68 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 947,224 | 1.85 | 234,204 | 1.54 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 7,797 | 16.46 | 1,928 | 13.55 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 20,918 | 5.09 | 5,172 | 4.76 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 1,443 | 3.00 | 357 | 2.59 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 37,390 | 0.46 | 9,245 | 0.15 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,237 | 11.24 | 297 | 2.78 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 64 | 1.59 | 16 | -6.25 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 2,531 | 64.24 | 626 | 63.61 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 56,100 | 2,571.43 | 13,871 | 2,567.31 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 1,959 | 11.43 | 484 | 11.01 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 10,480 | 12.93 | 2,568 | 4.86 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 285 | 31.94 | 70 | 21.05 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 4,424 | 1,094 | ||||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 131,204 | 3.12 | 32,440 | 2.80 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 3,385 | 21.54 | 837 | 21.16 | ||||
| 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 | 25,992 | 1.77 | 6,427 | 1.45 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 328 | 9.33 | 84 | 13.51 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,956 | 16.64 | 2,214 | 16.28 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 67,851 | 13.53 | 16,776 | 13.18 | ||||
| 2025-05-30 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 6,089 | 5.73 | 1,510 | 3.42 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 1,138 | 0.35 | 281 | 0.00 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,387 | 8.64 | 2,815 | 8.31 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 521 | 3,907.69 | 129 | 4,166.67 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 428 | 106 | ||||||
| 2025-08-05 | 13F | 卡森咨询公司 | 1,554 | 0.13 | 384 | -0.26 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 3,600 | 20.00 | 890 | 19.62 | |||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 9,555 | 7.31 | 2,362 | 6.97 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 244 | 35.56 | 59 | 26.09 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 1,039 | 18.47 | 257 | 17.97 | ||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,178 | 539 | ||||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 777 | 6.58 | 190 | -1.04 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 7,887 | 57.96 | 1,950 | 57.51 | ||||
| 2025-05-22 | NP | QLEIX - AQR 多空股票基金 I 类 | 52,074 | 190.61 | 12,915 | 184.26 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 155,685 | 0.91 | 38,692 | 0.60 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 863 | 1.29 | 213 | 0.95 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 36,300 | 87.11 | 8,975 | 86.55 | ||||
| 2025-07-10 | 13F | 克莱尔市场投资有限公司 | 3,190 | 789 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 37,355 | 49.27 | 9,236 | 48.82 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 18,109 | 0.06 | 4,477 | -0.25 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 217 | 6.37 | 54 | 6.00 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 44,068 | 2.25 | 10,896 | 1.94 | ||||
| 2025-08-13 | 13F | 地峡合伙人有限公司 | 1,310 | 324 | ||||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 20,805 | 2.93 | 5,144 | 2.63 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 46,949 | 2.66 | 11,506 | -4.69 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 12,898 | 3,161 | ||||||
| 2025-07-30 | 13F | 杜普雷金融集团有限责任公司 | 23,945 | 109.58 | 5,921 | 108.97 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 4,933 | 6.75 | 1,220 | 6.37 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 234,029 | 4.84 | 57,864 | 5.61 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 3,592 | 17.23 | 941 | 23.04 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 498 | 33.87 | 131 | 27.18 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 114 | 14.00 | 0 | |||||
| 2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 1,038 | 0.39 | 257 | 0.00 | ||||
| 2025-08-14 | 13F | 博勒丹顿联合公司 | 39,832 | 0.52 | 9,848 | 0.21 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 1,322 | 24.72 | 328 | 24.33 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 1,617 | 0.06 | 423 | 13.10 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 1,759 | 3.53 | 435 | 3.09 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 16,999 | 3.30 | 4,166 | -4.10 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 63,132 | 112.34 | 15,609 | 111.70 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 4,995 | 3.29 | 1,235 | 3.00 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 110,304 | 12.67 | 27,273 | 12.32 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 25 | 6 | ||||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 2,383 | 64.01 | 572 | 51.86 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 11,680 | 16.31 | 2,888 | 15.98 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 5,699 | 23.57 | 1,418 | 23.22 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 2,700 | 200.00 | 668 | 199.10 | |||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 2,804 | 693 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 418 | 9.42 | 103 | 9.57 | ||||
| 2025-07-17 | 13F | 申万斯合作伙伴 | 2,095 | 0.62 | 521 | 0.97 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 94 | 13.25 | 23 | 15.00 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 347,592 | 2.48 | 85,942 | 2.17 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 31,421 | 22.12 | 7,769 | 21.74 | ||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 115 | 28 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 20,207 | 2.81 | 4,848 | -4.83 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 912 | 225 | ||||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 1,138 | 1,287.80 | 281 | 1,305.00 | ||||
| 2025-07-30 | 13F | 阿伯投资顾问有限责任公司 | 1,161 | 1.40 | 287 | 1.41 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 6,705 | 16.20 | 1,658 | 15.79 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 44,477 | 7.03 | 10,997 | 7.36 | ||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 1,444 | 357 | ||||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 1,815 | 235 | ||||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,038 | 20.56 | 257 | 20.19 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 172 | 43 | ||||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,906 | 1.78 | 1,202 | -5.50 | ||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 873 | 216 | ||||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 193 | 0.52 | 48 | 0.00 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 346 | 86 | ||||||
| 2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 12,171 | 0.95 | 3 | 50.00 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 242 | 21.00 | 60 | 20.41 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 3,851 | 7.36 | 952 | 7.09 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 869 | 215 | ||||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 2,600 | 643 | ||||||
| 2025-06-27 | NP | PAGRX - 激进增长投资组合 I 类 | 4,000 | 33.33 | 960 | 23.42 | ||||
| 2025-08-07 | 13F | 赛普拉斯资本有限责任公司 | 813 | 201 | ||||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 14,228 | 0.08 | 3,518 | -0.23 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 23,453 | 80.50 | 5,799 | 81.76 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 5,831 | 18.90 | 1,442 | 18.50 | ||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 9,261 | 0.04 | 2,290 | -0.26 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 10 | 66.67 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 10,718 | 5.00 | 2,650 | 4.70 | ||||
| 2025-08-05 | 13F | 北角财富管理有限公司 | 1,922 | 2.13 | 475 | 1.93 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 20,336 | 0.13 | 5,028 | -0.18 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 15,640 | 1.92 | 3,867 | 1.60 | ||||
| 2025-07-31 | 13F | 时刻合作伙伴有限责任公司 | 3,198 | 2.24 | 791 | 1.94 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 979 | 20.12 | 242 | 19.80 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 61,573 | 0.01 | 15,224 | -0.30 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 5,563 | 0.80 | 1,375 | 0.51 | ||||
| 2025-08-13 | 13F | 安全港信托有限责任公司 | 10,030 | 9.08 | 2,480 | 8.73 | ||||
| 2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 67 | 17 | ||||||
| 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 | 62,472 | 2.07 | 14,988 | -5.52 | ||||
| 2025-08-11 | 13F | 百富金融集团有限责任公司 | 1,010 | 5.43 | 250 | 5.06 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 6,361 | 18.26 | 1,526 | 9.47 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 2,695 | 6.35 | 667 | 6.05 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 301,268 | 5.82 | 74,489 | 5.50 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 2,523 | 8.28 | 624 | 7.97 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 1,805 | 2.50 | 446 | 2.29 | ||||
| 2025-09-04 | 13F | VM 曼宁公司 | 1,200 | 317 | ||||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 9 | 125.00 | 2 | |||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 1,830 | 67.43 | 0 | |||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 124 | 103.28 | 31 | 100.00 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 45,076 | 6.17 | 11,047 | -1.44 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 861 | 213 | ||||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 494 | 204.94 | 122 | 205.00 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 3,787 | 0.72 | 936 | 0.43 | ||||
| 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 | 277 | 19.40 | 66 | 10.00 | ||||
| 2025-07-25 | 13F | 联邦金融服务有限责任公司 | 1,486 | 1.92 | 367 | 1.66 | ||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 1,385 | 0.07 | 342 | -0.29 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 300 | 74 | |||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 142,659 | 0.14 | 35,272 | 13.36 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 2,877 | 4.24 | 690 | -3.50 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 34 | 9.68 | 8 | 0.00 | ||||
| 2025-07-22 | 13F | 希蒙运河信托公司 | 813 | 201 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 28,813 | 6,913 | ||||||
| 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 | 65,961 | 0.86 | 15,825 | -6.64 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 67,626 | 15.84 | 16,711 | 4.77 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 1,438,492 | 1.67 | 345,109 | -5.89 | ||||
| 2025-07-10 | 13F | 奥格尔财富管理有限责任公司 | 1,003 | 0.30 | 248 | -0.40 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 19 | 11.76 | 5 | 0.00 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 23,285 | 2.31 | 5,757 | 2.00 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 4,259 | 4.18 | 1,053 | 3.95 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 51 | 64.52 | 0 | |||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 32 | 10.34 | 8 | 0.00 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 16 | 4 | ||||||
| 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 | 806 | 21.02 | 193 | 12.21 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 43,700 | 2.42 | 11 | 0.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 6,354 | 3.94 | 1,571 | 3.63 | ||||
| 2025-06-27 | NP | PRPFX - 永久投资组合 I 类 | 85,000 | 41.67 | 20,392 | 31.15 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 838 | 3.08 | 207 | 2.99 | ||||
| 2025-07-23 | 13F | Hager 投资管理服务有限公司 | 147 | 3.52 | 36 | 2.86 | ||||
| 2025-08-14 | 13F | 万城投资管理有限公司 | 1,581 | 12.05 | 0 | |||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 1,150 | 0 | ||||||
| 2025-07-24 | 13F | 科伦特资本管理公司 | 103,525 | 1.69 | 25,597 | 1.37 | ||||
| 2025-08-13 | 13F | 挪威银行 | 3,324,117 | 821,888 | ||||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 27 | 3.85 | 7 | 0.00 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 1,418 | 0.64 | 351 | 0.29 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 7,159 | 118.66 | 1,770 | 118.25 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 5,152 | 1.46 | 1,274 | 1.11 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 39 | 25.81 | 10 | 28.57 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 48,013 | 5.16 | 12 | 0.00 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 65,392 | 7.06 | 16,168 | 6.73 | ||||
| 2025-06-25 | NP | HUSV - First Trust Horizon 管理波动性国内 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 | 6,779 | 2.59 | 1,626 | -5.02 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 3,907 | 966 | ||||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,308 | 24.50 | 1,753 | 15.25 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,369 | 8.64 | 10,629 | 0.86 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 3,377 | 42.61 | 835 | 42.08 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 166 | 7.79 | 43 | 10.53 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 27 | 7 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 44,225 | 24.06 | 10,938 | 23.72 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 48,334 | 1.05 | 11,951 | 0.73 | ||||
| 2025-07-29 | 13F | BKM 财富管理有限责任公司 | 800 | 0.76 | 198 | 0.51 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 7,247 | 3.26 | 1,792 | 2.93 | ||||
| 2025-06-25 | NP | KNG - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 220,642 | 9.53 | 52,934 | 1.39 | ||||
| 2025-08-06 | 13F | 神剑管理公司 | 1,927 | 1.05 | 476 | 0.85 | ||||
| 2025-07-25 | 13F | MOKAN 财富管理有限公司 | 5,718 | 15.66 | 1,414 | 15.25 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP MFS 价值基金标准级 | 90,983 | 12.85 | 22,496 | 12.50 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 121 | 30 | ||||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 865 | 214 | ||||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 893 | 221 | ||||||
| 2025-07-31 | 13F | 转折点福利集团有限公司 | 1,431 | 6.79 | 354 | 18.86 | ||||
| 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 | 16 | 4 | ||||||
| 2025-07-25 | 13F | 自然投资有限公司 | 2,828 | 0.64 | 1 | |||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 25 | 6 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 60,256 | 58.83 | 14,898 | 58.34 | ||||
| 2025-07-30 | 13F | 太平洋高地资产管理有限公司 | 91,000 | 44.44 | 22,500 | 44.00 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 5,561 | 41.39 | 1,363 | 31.21 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 7,204 | 63.80 | 1,787 | 60.18 | ||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 2,961 | 0.03 | 1 | |||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 72,354 | 40.48 | 17,890 | 40.05 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 4,361 | 72.99 | 1,078 | 72.48 | ||||
| 2025-07-22 | 13F | 费尼莫尔资产管理公司 | 393,529 | 0.59 | 97,300 | 0.28 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 62 | 16.98 | 16 | 25.00 | ||||
| 2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 12,400 | 23.95 | 2,975 | 14.74 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 637 | 4.08 | 0 | |||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 539,149 | 6.39 | 133,305 | 6.06 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 4,736 | 5.36 | 1,171 | 5.12 | ||||
| 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 | 267,712 | 2.19 | 65,611 | -5.12 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 2,528 | 0.20 | 657 | 5.12 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 9,697 | 42.83 | 2,398 | 42.42 | ||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 1,041 | 6.33 | 257 | 6.20 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 13 | 3 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 420 | 104 | ||||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 8,813 | 2,179 | ||||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 8,254 | 0.12 | 1,980 | -7.30 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 4,846 | 1.04 | 1,198 | 0.76 | ||||
| 2025-08-14 | 13F | 阿伯丁财富管理有限公司 | 2,259 | 0.04 | 559 | -0.18 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 17,075 | 1.13 | 4,222 | 0.81 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 8,025 | 134.44 | 1,984 | 133.96 | ||||
| 2025-08-01 | 13F | 吉尼斯资产管理有限公司 | 835,068 | 1.48 | 206,517 | 1.23 | ||||
| 2025-08-04 | 13F | 联合银行 | 57,134 | 0.63 | 14 | 0.00 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 2,250 | 37.78 | 556 | 37.62 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 3,529 | 10.97 | 872 | 10.66 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 6,765,540 | 1.85 | 1,670,246 | 1.43 | ||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 26,869 | 1.43 | 6,643 | 1.13 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 2,917 | 245.62 | 720 | 242.86 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 2,800 | 33.33 | 692 | 33.08 | |||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 2,800 | 33.33 | 692 | 33.08 | |||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 4,558 | 1.90 | 1,127 | 1.53 | ||||
| 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 | 20,056 | 2.15 | 4,915 | -5.15 | ||||
| 2025-08-14 | 13F | 德肖公司 | 165,850 | 17.43 | 41,006 | 17.07 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 539,559 | 3.50 | 133,406 | 3.19 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,800 | 20.81 | 445 | 20.60 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 23,639 | 8.72 | 5,845 | 8.38 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 27,075 | 36.83 | 6,694 | 36.42 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 881 | 6.79 | 219 | 6.83 | ||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 1,706 | 7.91 | 422 | 7.40 | ||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 2,737 | 0.04 | 677 | -0.29 | ||||
| 2025-07-28 | NP | NOBL - ProShares S&P 500 Dividend Aristocrats ETF | 679,747 | 4.25 | 166,592 | -3.21 | ||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 7,923 | 1.29 | 1,959 | 1.03 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 3,797,055 | 12.30 | 938,822 | 11.96 | ||||
| 2025-04-11 | 13F | 戴维斯资本管理公司 | 3,387 | 354.02 | 840 | 344.44 | ||||
| 2025-08-14 | 13F | 休闲资本管理 | 6,562 | 0.54 | 1,622 | 0.25 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 930 | 3.33 | 230 | 2.69 | ||||
| 2025-08-08 | 13F | 财富联盟 | 1,874 | 1.68 | 463 | 1.31 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 57,786 | 96.85 | 14,334 | 98.15 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 6,785 | 3.18 | 1,677 | 2.88 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 40,581 | 0.40 | 9,946 | -6.79 | ||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 2,468 | 610 | ||||||
| 2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,194 | 214.43 | 2,253 | 192.22 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 17,930 | 0.15 | 4,433 | -0.16 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 98,412 | 8.94 | 24,119 | 1.14 | ||||
| 2025-07-23 | 13F | 司法部有限责任公司 | 1,334 | 0.98 | 316 | -3.67 | ||||
| 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 | 498 | 3.97 | 122 | -3.17 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 63,752 | 5.48 | 15,763 | 5.15 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 8,530 | 6.55 | 2,109 | 6.20 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 53,998 | 1.33 | 13,351 | 1.02 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,105 | 7.18 | 505 | -0.59 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,502 | 2.74 | 373 | 0.54 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 5,759 | 2.46 | 1,424 | 2.15 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 3,855 | 118.41 | 945 | 103.01 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 4,452 | 0.95 | 1,101 | 2.71 | ||||
| 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 | 367,257 | 11.45 | 90,804 | 11.11 | ||||
| 2025-08-05 | 13F | 摄政门资本有限责任公司 | 49,123 | 263.66 | 12,146 | 262.54 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 56,839 | 5.66 | 13,930 | -1.90 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 2,017 | 0.75 | 499 | 0.40 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 10,618 | 14.36 | 2,602 | 6.16 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 1,945 | 73.66 | 481 | 73.29 | ||||
| 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 | 141,344 | 0.86 | 34,947 | 0.55 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 193,095 | 0.01 | 48 | 0.00 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 190,041 | 4.71 | 45,593 | -3.07 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 3,997 | 27.82 | 988 | 27.35 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 19,195 | 10.59 | 4,746 | 10.25 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10 | 11.11 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 20,065 | 1.47 | 4,961 | 1.14 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 426 | 0.24 | 105 | 0.00 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 844,000 | 1.34 | 208,679 | 1.03 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 5,949 | 25.59 | 1,471 | 25.21 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 1,469 | 363 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 25,535 | 4.42 | 6,126 | -3.33 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 308,221 | 1.79 | 76,208 | 1.48 | ||||
| 2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 763 | 246.82 | 189 | 248.15 | ||||
| 2025-07-14 | 13F | Kfg 财富管理有限公司 | 850 | 2.91 | 210 | 2.94 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 4,549 | 90.26 | 1,125 | 89.86 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 111 | 27 | ||||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 313 | 63.02 | 175 | 272.34 | ||||
| 2025-07-23 | 13F | 温德尔财富有限责任公司 | 28,793 | 3.87 | 7,119 | 3.55 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 7,536 | 5.46 | 1,863 | 5.14 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 1,654 | 1.35 | 409 | 1.24 | ||||
| 2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 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 | 538,649 | 12.57 | 129,227 | 4.21 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 560 | 5.86 | 0 | |||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 1,795,597 | 2.25 | 443,982 | 1.95 | ||||
| 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 | 93,700 | 17.86 | 23,167 | 17.50 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 6,944 | 14.47 | 1,702 | 6.25 | ||||
| 2025-07-09 | 13F | 悍马财务咨询服务公司 | 2,540 | 10.43 | 632 | 10.12 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 200 | 0 | ||||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 3,737 | 3.63 | 924 | 3.24 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 1,129 | 18.59 | 279 | 18.22 | ||||
| 2025-08-14 | 13F | 威克资本合伙人有限责任公司 | 18,405 | 1,503.22 | 284 | -0.35 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 2,541,391 | 0.50 | 628,360 | 0.19 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 3,562 | 0.03 | 881 | -0.34 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 725 | 8.05 | 179 | 7.83 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 919 | 227 | ||||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 2,081 | 8.44 | 515 | 8.21 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,438 | 635 | ||||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 33 | 8 | ||||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 2,304 | 23.74 | 570 | 23.43 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 652 | 31.45 | 161 | 30.89 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,057 | 2.52 | 261 | 2.35 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 1,357 | 0.67 | 335 | 0.30 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 971 | 0.52 | 240 | 0.42 | ||||
| 2025-03-31 | NP | FYEE - 富达收益增强型股票 ETF | 44 | 18.92 | 11 | 22.22 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 5,995 | 1.44 | 1,482 | 1.16 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 63,598 | 0.39 | 15,587 | -6.80 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 3,968 | 0.03 | 981 | -0.20 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 8,506 | 0.14 | 2,103 | -0.14 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 9,146 | 1.58 | 2,261 | 1.25 | ||||
| 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 | 134,967 | 0.53 | 33,078 | -6.66 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 216 | 26.32 | 53 | 26.19 | ||||
| 2025-08-08 | 13F | 比昂多投资顾问有限责任公司 | 42,214 | 3.25 | 10,437 | 2.94 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 14 | 3 | ||||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 103,931 | 1.66 | 25,471 | -5.62 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 4,879 | 2.24 | 1,206 | 1.94 | ||||
| 2025-07-17 | 13F | 詹尼资本管理有限公司 | 1,421 | 0 | ||||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 2,036 | 3.61 | 503 | 3.29 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 195,331 | 1.11 | 48,296 | 0.80 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 412 | 285.05 | 102 | 288.46 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 10,468 | 2.43 | 2,588 | 2.13 | ||||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 231 | 12.14 | 57 | 3.70 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 1,871 | 10.64 | 463 | 10.26 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 5,926 | 1,477 | ||||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,824 | 2.07 | 3,077 | -5.53 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 44,436 | 4.43 | 10,987 | 4.10 | ||||
| 2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 227 | 149.45 | 56 | 129.17 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 217,344 | 24.21 | 56,184 | 29.46 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 1,850 | 457 | ||||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 2,184 | 540 | ||||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 859 | 212 | ||||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 2,279 | 25.84 | 563 | 25.39 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 443 | 13.59 | 110 | 13.40 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 91,121 | 3.77 | 22,597 | 4.34 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,287 | 1.82 | 3,532 | 1.52 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 100 | 25 | ||||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 12,200 | 3,016 | |||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 4,371 | 2.25 | 1,081 | 1.89 | ||||
| 2025-08-14 | 13F | 英镑财富管理公司 | 1,717 | 0.29 | 425 | -2.30 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 522,226 | 19.20 | 129,120 | 18.84 |
