机构和基金投资人持股 - 买家
在科兰公司中开设新头寸的主要持有者包括 ANWPX - 新视角基金A类, 美国基金保险系列-成长基金1级, ANEFX - 新经济基金A类, 温斯洛资本管理有限公司, CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类, TIGRX - TIAA-CREF 增长与收入基金机构类别, Marex 集团, Marex 集团, MITTX - 马萨诸塞州投资者信托 A, Glenmede投资管理有限公司, LSWWX - Loomis Sayles 全球配置基金 Y 级, BRNY - 伯尼美国因子轮换 ETF, 伯奇维资本有限合伙人, Nearwater资本市场有限公司, MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别, BASG - 布朗咨询可持续增长ETF, 波士顿共同资产管理有限公司, 瑞穗证券美国有限公司, POWA - 景顺防御性股票 ETF, 和 Westerkirk资本公司 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | 巴顿基金管理公司 | 316 | 283 | ||||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 1,130 | 17.46 | 855 | 25.55 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 3,479,042 | 3.44 | 3,105,715 | 36.17 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 11,853 | 21.89 | 10,617 | 60.61 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 65,281 | 13.79 | 58,475 | 49.93 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 3,486 | 3,123 | ||||||
| 2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,127 | 6.52 | 3,881 | 13.75 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 8,840 | 45.47 | 7,918 | 91.67 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 73,016 | 1.74 | 51,308 | -3.16 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 446,528 | 0.83 | 399,973 | 32.86 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 467 | 418 | ||||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 833 | 10.04 | 746 | 55.21 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 10 | 42 | ||||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 59,813 | 19.41 | 53,577 | 57.34 | ||||
| 2025-06-24 | NP | FISEX - 富兰克林股票收益基金 A 类 | 27,000 | 17.39 | 18,973 | 11.74 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 7 | 6 | ||||||
| 2025-07-31 | 13F | 国民西敏寺集团有限公司 | 11,230 | 10,059 | ||||||
| 2025-07-28 | 13F | Sagace财富管理有限责任公司 | 366 | 0.27 | 328 | 31.85 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 366 | 328 | ||||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 5,480 | 1.97 | 4,148 | 8.87 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 3,106 | 19.51 | 2,351 | 27.58 | ||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 1,124 | 171.50 | 851 | 190.10 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 228,903 | 3.25 | 205,038 | 36.04 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,800 | 6.64 | 1,362 | 13.88 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 3,433 | 149.31 | 3,076 | 228.53 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 237,789 | 2.86 | 212,997 | 35.53 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 2,179 | 6.71 | 1,952 | 40.56 | ||||
| 2025-07-10 | 13F | 杰克逊广场资本有限公司 | 8,895 | 161.16 | 7,968 | 244.15 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 576 | 50.39 | 516 | 98.08 | ||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,729 | 90.96 | 7,819 | 151.63 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 243 | 218 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 1,333 | 0.15 | 1,194 | 32.08 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 793 | 2.72 | 710 | 35.50 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66 | 266.67 | 45 | 300.00 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 7,972 | 2.98 | 7,141 | 35.71 | ||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 335 | 6.01 | 300 | 39.72 | ||||
| 2025-07-18 | 13F | 社区金融服务集团有限责任公司 | 8,482 | 1.51 | 7,598 | 33.75 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 156 | 140 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 600 | 537 | |||||
| 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 | 67,170 | 0.45 | 60,167 | 32.36 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 1,672 | 107.44 | 1,564 | 182.31 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 600 | 537 | |||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 13 | 12 | ||||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 332 | 297 | ||||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 752 | 674 | ||||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 590 | 5.55 | 528 | 38.68 | ||||
| 2025-07-17 | 13F | 凯恩投资集团有限公司 | 232 | 0 | ||||||
| 2025-06-25 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 817 | 58.03 | 574 | 50.66 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 5,535 | 47.72 | 4,958 | 110.00 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 329 | 295 | ||||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 30 | 200.00 | 27 | 333.33 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 710 | 2.16 | 636 | 34.53 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 332,794 | 0.99 | 298,096 | 33.07 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 402,300 | 6.65 | 360,356 | 40.53 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 565,053 | 2.06 | 506,142 | 34.48 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 910,121 | 2.19 | 815,232 | 34.65 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 3,469 | 8.14 | 2,626 | 15.49 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 25,523 | 7.85 | 22,862 | 42.11 | ||||
| 2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 661 | 19.96 | 592 | 58.29 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 394 | 15.20 | 353 | 51.72 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 762 | 683 | ||||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 8,059 | 72.39 | 7,219 | 127.12 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 234 | 210 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 1,824 | 1,149 | ||||||
| 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 | 182,842 | 11.49 | 163,779 | 46.91 | ||||
| 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 | ||||||
| 2025-07-24 | 13F | 生动财富管理有限责任公司 | 3,007 | 2,693 | ||||||
| 2025-07-11 | 13F | Ttp 投资公司 | 6,931 | 53.78 | 6,208 | 102.61 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 3,787 | 41.31 | 3,370 | 86.70 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 24,995 | 51.17 | 22,389 | 99.21 | ||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 1,409 | 1,262 | ||||||
| 2025-08-08 | 13F | 美国信安金融集团 | 219,403 | 3.15 | 196,528 | 35.92 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 302 | 2.03 | 0 | |||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 408 | 277 | ||||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 2,397 | 3.86 | 2,147 | 36.93 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 828,093 | 61.38 | 741,756 | 112.65 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 1 | 1 | ||||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 7 | 6 | ||||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 20,220 | 4.54 | 18,112 | 37.75 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 40 | 36 | ||||||
| 2025-08-12 | 13F | Stelac咨询服务有限责任公司 | 155 | 139 | ||||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 320 | 153.97 | 287 | 236.47 | ||||
| 2025-05-05 | 13F | 圣约资产管理有限责任公司 | Put | 3,399 | -28.06 | |||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 325 | 291 | ||||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 637,281 | 32.06 | 570,838 | 74.01 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 267 | 0 | ||||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 1,249 | 20.33 | 1,119 | 58.58 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 64 | 6.67 | 57 | 42.50 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 204 | 284.91 | 183 | 405.56 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 40 | 8.11 | 27 | 17.39 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 2,534 | 118.45 | 2,270 | 210.96 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 2,338 | 6.71 | 2,094 | 40.63 | ||||
| 2025-07-28 | NP | VSRDX - 美国社会责任基金 | 3,371 | 0.69 | 2,551 | 7.50 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 25,111 | 8.14 | 23,216 | 47.07 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 289 | 259 | -73.40 | |||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 893 | 28.49 | 800 | 69.28 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 3,715 | 307.35 | 3,328 | 436.61 | ||||
| 2025-08-14 | 13F | 股息资产资本有限公司 | 9,574 | 9.34 | 8,576 | 44.07 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 28 | 25 | ||||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | 491 | 440 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 526 | 0.57 | 492 | 39.38 | ||||
| 2025-07-15 | 13F | 斯托克顿银行 | 4,087 | 0.76 | 3,661 | 32.75 | ||||
| 2025-08-28 | NP | MNNAX - Victory Munder 多股基金 A 类 | 8,500 | 32.81 | 7,614 | 75.01 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 2,218 | 5.77 | 1,559 | 0.65 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 231 | 207 | ||||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 156 | 0.65 | 140 | 33.33 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 6,100 | 404.13 | 4,617 | 365.79 | ||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 1,140 | 86.89 | 1,021 | 146.62 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 19,148 | 5.02 | 13,455 | -0.04 | ||||
| 2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 284 | 34.60 | 254 | 77.62 | ||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 14,000 | 12,540 | ||||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 46,686 | 58.55 | 41,819 | 108.90 | ||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 8,056 | 6.45 | 7,216 | 40.28 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 225 | 202 | ||||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 576 | 50.39 | 516 | 98.08 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 3,138 | 3.12 | 2,811 | 35.88 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 700 | 16.67 | 627 | 54.05 | |||
| 2025-08-07 | 13F/A | 工商信用 | 721 | 646 | ||||||
| 2025-08-07 | 13F/A | 工商信用 | Put | 2,500 | 2,239 | |||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 299,094 | 55.46 | 267,444 | 108.55 | ||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 9,250 | 109.66 | 6,500 | 99.54 | ||||
| 2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 455 | 21.33 | 408 | 60.24 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 2,767 | 1.77 | 2,479 | 34.09 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 7 | 250.00 | 6 | 500.00 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 1,673 | 12.74 | 1,499 | 48.61 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 45 | 4.65 | 40 | 37.93 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 19,857 | 0.73 | 17,787 | 32.73 | ||||
| 2025-08-06 | 13F | 本斯勒有限责任公司 | 20,175 | 3.68 | 18,071 | 36.61 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 1,203 | 10.88 | 1,077 | 46.13 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 2,581 | 1.81 | 2,312 | 34.13 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 3,396 | 98.36 | 3,042 | 161.48 | ||||
| 2025-07-28 | NP | TOWTX - Towpath 科技基金机构股份类别 | 360 | 20.00 | 272 | 28.30 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 125,916 | 148.56 | 112,788 | 227.52 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 1,979 | 0.41 | 1,773 | 32.34 | ||||
| 2025-08-07 | 13F | PFG顾问 | 10,141 | 20.87 | 9,084 | 59.27 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 64 | 57 | ||||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 503,301 | 1.62 | 450,827 | 33.90 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 6,673 | 0.47 | 5,955 | 30.48 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 259 | 46.33 | 182 | 39.23 | ||||
| 2025-07-22 | 13F | 邓肯·威廉姆斯资产管理有限责任公司 | 249 | 223 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 6,000 | 5,374 | |||||
| 2025-07-23 | 13F | 资产管理中心有限责任公司 | 882 | 1.73 | 559 | -5.09 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | Call | 400 | 358 | |||||
| 2025-05-29 | NP | SSVSX - 胜利特别价值基金 A 类 | 574 | 390 | ||||||
| 2025-08-04 | 13F | 精明顾问公司 | 480 | 430 | ||||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 10,852 | 7.26 | 9,721 | 41.34 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 709,446 | 17.18 | 635,507 | 54.41 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 6,000 | 5,374 | |||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 10,738 | 4.72 | 9,618 | 37.99 | ||||
| 2025-07-25 | NP | MFSV-MFS主动价值ETF | 1,266 | 16.79 | 958 | 24.74 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 783 | 12.99 | 701 | 48.83 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 240 | 215 | ||||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 29,700 | 2.41 | 26,603 | 34.94 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 4,107 | 0.07 | 2,886 | -4.75 | ||||
| 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 | 246,360 | 0.03 | 186,465 | 6.81 | ||||
| 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 | 9,968 | 2.20 | 7,545 | 9.13 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 2,582 | 7.90 | 2,313 | 42.19 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 21 | 16.67 | 19 | 50.00 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 8,762 | 5.80 | 6,632 | 12.96 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 1,569 | 1,405 | ||||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 891 | 1.71 | 798 | 33.95 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 784 | 0.51 | 702 | 32.45 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 24,271 | 0.06 | 21,741 | 31.85 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,643 | 9.85 | 1,857 | 15.92 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 130,520 | 8.91 | 116,912 | 43.51 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 638 | 9.43 | 571 | 44.19 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 1,054 | 657 | ||||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 35,222 | 7.52 | 24,750 | 2.34 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 567 | 4.42 | 508 | 37.40 | ||||
| 2025-08-14 | 13F | Globeflex资本有限公司 | 871 | 780 | ||||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 1,952 | 0.10 | 1,749 | 41.31 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 1,551 | 20.61 | 1,389 | 58.92 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 1,993 | 755.36 | 1,785 | 1,029.75 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 79,862 | 29.10 | 71,553 | 70.16 | ||||
| 2025-07-10 | 13F | 信任点公司 | 774 | 57.96 | 693 | 108.11 | ||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 50,357 | 2.53 | 45,107 | 35.10 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 5,600 | 19.15 | 5,016 | 57.00 | |||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,461 | 64.73 | 1,863 | 75.83 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 7,576 | 18.58 | 6,786 | 56.23 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 7,800 | 387.50 | 6,987 | 542.69 | |||
| 2025-07-25 | NP | UGIEX - 全球股票收益基金份额 | 795 | 69.51 | 602 | 81.02 | ||||
| 2025-06-27 | NP | SOXY - YieldMax(TM) Target 12(TM) 半导体期权收入 ETF | 241 | 24.87 | 169 | 19.01 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 368 | 330 | ||||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 17 | 21.43 | 15 | 66.67 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 435 | 2.84 | 390 | 35.54 | ||||
| 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 | 46,432 | 17.45 | 41,591 | 54.77 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 472 | 0.64 | 423 | 32.70 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 1,123 | 29.83 | 829 | 43.92 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 82,800 | 112.31 | 74,167 | 179.75 | |||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 16,511 | 54.64 | 14,790 | 103.76 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 1,483 | 11.17 | 1,329 | 46.42 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,600 | 100.00 | 3,225 | 163.61 | ||||
| 2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,081 | 238.59 | 4,603 | 261.51 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 416 | 12.43 | 292 | 6.96 | ||||
| 2025-08-29 | NP | JHISX - 骏利亨德森全球可持续股票投资组合机构股 | 227 | 20.74 | 203 | 59.84 | ||||
| 2025-08-28 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 259 | 232 | ||||||
| 2025-04-25 | NP | PRDAX - 多元化实物资产基金 A 类 | 1,056 | 749 | ||||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 757 | 5.43 | 678 | 38.73 | ||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,699 | 94.73 | 36,456 | 156.60 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 13,049 | 117.30 | 12 | 175.00 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 1,572 | 71.43 | 1,408 | 126.00 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 12,471 | 70.23 | 11,171 | 124.30 | ||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 894,431 | 2.30 | 676,977 | 9.23 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 97,231 | 5,697.91 | 87,094 | 8,709,200.00 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 607 | 3.23 | 544 | 36.09 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 4,600 | 4,120 | |||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 13,500 | 12,092 | |||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 3,842 | 352.53 | 3,441 | 496.36 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 1,439 | 9.43 | 1,331 | 68.78 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 4,222 | 629.19 | 3,784 | 860.41 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 318 | 0.95 | 285 | 32.71 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 779 | 17.14 | 698 | 54.20 | ||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 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 | 205,075 | 6.45 | 155,217 | 13.66 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 2,398 | 2,148 | ||||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 2,224 | 10.15 | 1,683 | 17.61 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 2,865 | 4.98 | 2,566 | 38.27 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 1,640 | 1,469 | ||||||
| 2025-07-29 | NP | QQQM - 景顺纳斯达克 100 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 | 398,578 | 9.26 | 301,676 | 16.66 | ||||
| 2025-06-25 | NP | FXL - 第一信托科技AlphaDEX基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,425 | 110.29 | 8,028 | 121.83 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 13,060 | 4.25 | 9,177 | -0.76 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 273 | 245 | ||||||
| 2025-05-28 | NP | VANGUARD 可变保险基金 - 平衡投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,522 | 2.58 | 13,951 | 10.67 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 459 | 0 | ||||||
| 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 | 133,583 | 2.59 | 101,106 | 9.54 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 27,681 | 0.76 | 18,818 | 8.70 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 506,185 | 30.87 | 453,410 | 72.45 | ||||
| 2025-08-08 | 13F | 托巴姆 | 75 | 1,400.00 | 0 | |||||
| 2025-08-26 | NP | PALCX - AllianzGI 全球配置基金 C 类 | 400 | 358 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 134 | 120 | ||||||
| 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 | 26,879 | 8.32 | 20,344 | 15.66 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 3,716 | 2.57 | 3,329 | 45.77 | ||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 299 | 2.05 | 210 | -2.78 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 2,396 | 1.23 | 2,146 | 33.37 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 320 | 296 | ||||||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 6,086 | 4.55 | 5,471 | 38.27 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 231 | 621.88 | 207 | 880.95 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | 924 | 1 | ||||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,000 | 100.00 | 2,687 | 163.69 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 262 | 233 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 75,100 | 18.08 | 66,829 | 56.00 | |||
| 2025-07-08 | 13F | NBC 证券公司 | 89 | 8.54 | 0 | |||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 9,500 | 13.10 | 9 | 60.00 | |||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 57,784 | 2.98 | 51,760 | 35.69 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 14,100 | 19.49 | 13 | 50.00 | |||
| 2025-07-25 | NP | LRGC - AB 美国大盘战略股票 ETF | 4,306 | 28.31 | 3,259 | 37.05 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 41,600 | 3.48 | 37,019 | 36.71 | |||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 566 | 4.04 | 507 | 37.13 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 34,173 | 58.31 | 30,610 | 108.60 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 54,592 | 138.13 | 48,900 | 213.78 | ||||
| 2025-08-29 | NP | SHOC - Strive美国半导体ETF | 4,217 | 6.22 | 3,777 | 39.99 | ||||
| 2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 2,657 | 6.75 | 1,867 | 1.63 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 1,914 | 0.84 | 1,714 | 32.87 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 3,740 | 12.41 | 2,628 | 7.00 | ||||
| 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 | 7,630 | 24.92 | 5,362 | 18.90 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 974 | 224.67 | 872 | 329.56 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 7,998 | 7,164 | ||||||
| 2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 7,496 | 0.23 | 5,267 | -4.60 | ||||
| 2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 29,687 | 8.81 | 20,861 | 3.57 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 570 | 7.34 | 511 | 41.67 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 2,106 | 16.81 | 1,480 | 11.12 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 31,660 | 36.78 | 28,359 | 80.24 | ||||
| 2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 1,793 | 11.09 | 1,606 | 46.40 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 521 | 467 | ||||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 218 | 195 | ||||||
| 2025-08-14 | 13F | 农林中金银行 | 11,001 | 7.38 | 9,854 | 41.50 | ||||
| 2025-06-25 | NP | TDVI - FT Vest Technology Dividend Target Income ETF | 1,525 | 3.88 | 1,072 | -1.11 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 250 | 224 | ||||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 11 | 83.33 | 10 | 125.00 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 2,157 | 7.26 | 1,932 | 41.33 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 1,531 | 1,371 | ||||||
| 2025-08-04 | 13F | 五大湖退休公司 | 4,603 | 1.39 | 4,123 | 33.60 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 308 | 18.01 | 276 | 55.37 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 225 | 201 | ||||||
| 2025-08-21 | NP | SMH - VanEck Vectors 半导体 ETF | 1,258,931 | 3.91 | 1,127,675 | 36.92 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 1,543 | 0.52 | 1,382 | 32.50 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 577 | 49.10 | 392 | 61.32 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 151 | 4.14 | 135 | 37.76 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 39,868 | 0.25 | 35,711 | 32.10 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 3,857 | 47.21 | 2,710 | 40.12 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 3,525 | 4.35 | 2,668 | 11.45 | ||||
| 2025-05-29 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 1,582 | 559.17 | 1,075 | 481.08 | ||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,885 | 29.12 | 13,973 | 22.91 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 143,389 | 8.88 | 128 | 43.82 | ||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 314 | 29.75 | 221 | 36.65 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 227 | 203 | ||||||
| 2025-07-29 | 13F | 戈德斯坦顾问有限责任公司 | 233 | 209 | ||||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 1,051 | 0.57 | 941 | 32.54 | ||||
| 2025-06-27 | NP | PSI - Invesco Dynamic Semiconductors 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 | 47,794 | 55.65 | 33,584 | 48.16 | ||||
| 2025-07-25 | NP | FWD - AB 颠覆者 ETF | 8,745 | 6,619 | ||||||
| 2025-08-14 | 13F | 塞伊投资公司 | 86,266 | 3.63 | 77,273 | 36.55 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 1,842 | 1,294 | ||||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 277 | 248 | ||||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 819 | 734 | ||||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 7,811 | 6.14 | 5,912 | 13.32 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 786 | 0.77 | 704 | 32.83 | ||||
| 2025-06-25 | NP | QIDX - Indexperts 优质盈利 ETF | 769 | 144.90 | 540 | 133.77 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 11,858 | 1.33 | 10,622 | 33.51 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 328 | 37.82 | 294 | 81.99 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 584 | 11.45 | 410 | 6.22 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 1,083 | 12.46 | 970 | 48.32 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 292 | 262 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 932 | 48.17 | 835 | 95.32 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 260 | 233 | ||||||
| 2025-08-14 | 13F | 卡玛达财务顾问有限责任公司 | 2,480 | 2,221 | ||||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 277 | 5.73 | 249 | 39.33 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 11,430 | 43.09 | 10,244 | 88.59 | ||||
| 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 | 157,838 | 6.91 | 110,911 | 1.76 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 225 | 202 | ||||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 330,386 | 1.48 | 295,940 | 33.72 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 3,140 | 5.83 | 2,813 | 50.51 | ||||
| 2025-08-08 | 13F | KBC 集团 | 32,887 | 1.99 | 29 | 38.10 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,026 | 2.12 | 1,781 | 27.69 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 999 | 5.60 | 895 | 39.04 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 2,569 | 70.70 | 2,301 | 124.93 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 1,132 | 1.43 | 1,014 | 33.77 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 592 | 0.17 | 530 | 31.59 | ||||
| 2025-08-11 | 13F | 花旗集团 | 555,409 | 19.53 | 497,502 | 57.50 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 1,101 | 4.76 | 986 | 38.10 | ||||
| 2025-08-14 | 13F | 骑士桥资产管理有限公司 | 280 | 251 | ||||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 51 | 2.00 | 46 | 36.36 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 70,061 | 0.51 | 62,756 | 32.43 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 15,000 | 13,436 | |||||
| 2025-07-09 | 13F | 伯克希尔银行 | 600 | 10.29 | 537 | 45.53 | ||||
| 2025-08-15 | NP | MTCGX - M 大盘成长基金 | 476 | 426 | ||||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 874 | 783 | ||||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 3,821 | 3 | ||||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 377 | 1,350.00 | 285 | 1,483.33 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 20,478 | 4.94 | 15,499 | 12.05 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 6,570 | 25.60 | 5,885 | 65.49 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 278 | 249 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 1,400 | 133.33 | 1,254 | 260.34 | ||||
| 2025-08-25 | NP | 美国基金保险系列-成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 145,050 | 129,927 | ||||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 4,797 | 248.37 | 4,297 | 358.97 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 6,468 | 3.89 | 5,794 | 36.89 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 25,945 | 4.20 | 23,240 | 37.30 | ||||
| 2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 709 | 329.70 | 537 | 328.80 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Call | 4,800 | 860.00 | 4 | ||||
| 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 | 18,266 | 17.23 | 13,825 | 25.17 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 407 | 2.01 | 365 | 34.32 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 3,190 | 2,857 | ||||||
| 2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 3,243 | 2,905 | ||||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Put | 5,900 | 5 | |||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 239 | 214 | ||||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 392 | 1.82 | 0 | |||||
| 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 | 24,715 | 6.48 | 18,706 | 13.69 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 6,530 | 5,849 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 154,886 | 2.39 | 138,738 | 34.91 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 76,781 | 5.55 | 68,776 | 39.08 | ||||
| 2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 231 | 208 | ||||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 302 | 271 | ||||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 530 | 0.19 | 475 | 32.03 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 4,826 | 0.65 | 4,323 | 32.62 | ||||
| 2025-08-28 | NP | ADSIX - 纪律成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,201 | 2.67 | 5,554 | 35.30 | ||||
| 2025-08-25 | NP | HDGE - AdvisorShares Ranger 股票熊市 ETF | Short | -1,000 | -896 | |||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 1 | 1 | ||||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 576 | 22.55 | 517 | 58.28 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 123,198 | 7.99 | 110,353 | 42.29 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 17 | 15 | ||||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 12,846 | 11,507 | ||||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 51,777 | 17.89 | 46 | 58.62 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 418 | 2.96 | 294 | -2.01 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 4,729 | 6.17 | 3,579 | 13.37 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 452 | 451.22 | 405 | 634.55 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 9,179 | 1,593.54 | 8,222 | 2,133.97 | ||||
| 2025-07-22 | 13F | 人民银行 | 16,164 | 5.81 | 14 | 40.00 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 2,072 | 15.43 | 1,856 | 52.05 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 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 | 930 | 25.68 | 704 | 34.16 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 305 | 52.50 | 273 | 102.22 | ||||
| 2025-07-09 | 13F | 生活方式资产管理公司 | 805 | 2.94 | 721 | 35.78 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 2,088 | 215.41 | 1,870 | 315.33 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 10,042 | 2.87 | 8,995 | 35.55 | ||||
| 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 | 60,723 | 0.68 | 42,669 | -4.17 | ||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 294,907 | 146.17 | 264,160 | 224.37 | ||||
| 2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 623 | 36.32 | 472 | 45.82 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 48,140 | 46.61 | 43,121 | 93.19 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 13,843 | 0.77 | 12,400 | 32.78 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 317 | 284 | ||||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 18,355 | 14.41 | 16,442 | 50.77 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 520,731 | 0.50 | 466,440 | 32.43 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 358,792 | 16.18 | 321,384 | 53.08 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,413 | 39.62 | 1,265 | 84.13 | ||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 591 | 47.38 | 530 | 94.49 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 147,189 | 14.73 | 131,542 | 50.94 | ||||
| 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 | 190,685 | 7.84 | 144,326 | 15.14 | ||||
| 2025-08-14 | 13F | 道富银行 | 6,119,719 | 0.63 | 5,481,677 | 32.59 | ||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 1,244 | 6.32 | 1,114 | 40.13 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 49,553 | 2.37 | 44,387 | 34.89 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 54,804 | 14.15 | 49,090 | 50.41 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 19,607 | 4.55 | 17,563 | 37.76 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 182,629 | 163,588 | ||||||
| 2025-08-19 | 13F | Marex 集团 | Put | 50,000 | 44,787 | |||||
| 2025-08-19 | 13F | Marex 集团 | 50,407 | 45,152 | ||||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 55 | 3.77 | 49 | 36.11 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 225 | 202 | ||||||
| 2025-08-05 | 13F | 关键金融公司 | 134 | 9.84 | 120 | 46.34 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 1,191 | 38.81 | 1,067 | 82.85 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 269 | 241 | ||||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 239 | 4.37 | 214 | 38.06 | ||||
| 2025-07-16 | 13F | MBE 财富管理有限责任公司 | 233 | 209 | ||||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 3,056 | 4.37 | 2,737 | 37.54 | ||||
| 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 | 63 | 14.55 | 44 | 10.00 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 38,334 | 2.97 | 34,337 | 35.68 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股息增长投资组合 I 类 | 10,662 | 2.40 | 9,550 | 34.93 | ||||
| 2025-07-22 | NP | GSTIX - 高盛机构战略增长基金 | 3,065 | 44.58 | 2,320 | 54.39 | ||||
| 2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 77 | 11.59 | 54 | 8.00 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 497 | 5.52 | 445 | 39.06 | ||||
| 2025-08-14 | 13F | Maytus资本管理有限责任公司 | 19,830 | 17.60 | 17,763 | 54.96 | ||||
| 2025-08-14 | 13F | 尼古拉斯投资合伙人有限合伙人 | 4,048 | 3.90 | 3,626 | 36.90 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 371 | 1.92 | 332 | 34.41 | ||||
| 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 | 4,768 | 3.58 | 3,609 | 10.61 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 1,155 | 1.32 | 874 | 8.17 | ||||
| 2025-08-13 | 13F | 米格资本有限责任公司 | 3,340 | 247.19 | 2,992 | 358.04 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 1,511 | 465.92 | 1,353 | 586.80 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 474 | 13.40 | 425 | 49.30 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 113 | 23.08 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,500,118 | 6.83 | 1,343,716 | 40.77 | ||||
| 2025-06-27 | NP | CHPY - YieldMax(TM) 半导体投资组合期权收益ETF | 271 | 190 | ||||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 356 | 319 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 25,341 | 1.68 | 22,699 | 33.98 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 166 | 10.67 | 149 | 46.53 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 1 | 1 | ||||||
| 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 | 1,676,552 | 0.08 | 1,268,949 | 6.86 | ||||
| 2025-06-26 | NP | LDFVX - Lord Abbett 基本股票基金 A 类 | 33,918 | 33.34 | 23,834 | 26.91 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 41,500 | 144.12 | 37,173 | 221.68 | |||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,785 | 0.32 | 2,865 | 7.11 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 3,683 | 1.91 | 3,299 | 34.23 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 4 | 3 | ||||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 2,427 | 9.47 | 1,705 | 4.22 | ||||
| 2025-07-22 | 13F | 阿尔塔财富顾问有限责任公司 | 1,919 | 4.24 | 1,719 | 37.33 | ||||
| 2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,313 | 16.10 | 9,238 | 52.98 | ||||
| 2025-08-29 | NP | BIAFX - Brown Advisory 灵活股票基金投资者股票 | 15,088 | 13.89 | 13,515 | 50.07 | ||||
| 2025-07-21 | 13F | 博雅尔资产管理公司 | 273 | 245 | ||||||
| 2025-07-28 | 13F | 道明资产管理公司 | 447,367 | 55.99 | 400,725 | 105.53 | ||||
| 2025-08-08 | 13F | 创意策划 | 42,359 | 0.18 | 37,942 | 32.01 | ||||
| 2025-08-27 | NP | USBOX - 梨树质量基金普通股 | 5,636 | 5.86 | 5,048 | 39.49 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 288 | 2.13 | 0 | |||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 941 | 32.72 | 843 | 74.90 | ||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 123,087 | 12.71 | 93,162 | 20.36 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 2,876 | 164.83 | 2,576 | 249.05 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 30,107 | 141.07 | 26,968 | 217.64 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 1 | 1 | ||||||
| 2025-08-26 | NP | WAR - 美国全球科技和航空航天及国防 ETF | 212 | 57.04 | 190 | 107.69 | ||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 1,367 | 1,202 | ||||||
| 2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 10,544 | 9,445 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 13,705,296 | 1.04 | 12,276,382 | 33.13 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 2,028 | 7.47 | 1,535 | 14.73 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 5,939 | 201.93 | 5,320 | 297.83 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 212,204 | 73.96 | 190,080 | 129.22 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 825 | 49.19 | 739 | 96.54 | ||||
| 2025-05-27 | NP | FMAGX - 富达麦哲伦基金 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 | 756,083 | 9.15 | 513,985 | 17.76 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 54,088 | 1.52 | 48,449 | 33.76 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 1,135 | 1,017 | ||||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 73 | 65.91 | 51 | 59.38 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 1,932 | 29.66 | 1,731 | 70.95 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 80 | 116.22 | 72 | 184.00 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 101,500 | 31.65 | 90,918 | 73.47 | |||
| 2025-05-23 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 4,198 | 47.82 | 2,854 | 59.47 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 4 | 100.00 | 4 | 200.00 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 1,554 | 24.02 | 1,056 | 33.84 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 457 | 29.83 | 409 | 71.13 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 1,415,627 | 49.49 | 1,268,034 | 96.97 | ||||
| 2025-08-26 | NP | 贝莱德科技信托 II 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 | 17,485 | 18.64 | 15,662 | 56.34 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 783 | 10.59 | 727 | 51.14 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 112,414 | 47.87 | 101 | 96.08 | ||||
| 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 | 5 | 25.00 | 4 | 50.00 | ||||
| 2025-07-28 | NP | VMSGX - 中型股战略增长基金 | 4,086 | 0.49 | 3,093 | 7.29 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 4 | 4 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 32,976 | 114.53 | 26,390 | 152.41 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 118,000 | 3.06 | 82,917 | -1.90 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 90 | 63 | ||||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 3,471 | 16.95 | 3,109 | 54.14 | ||||
| 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 | 343,725 | 15.11 | 241,532 | 9.57 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 7,992 | 18.00 | 7,159 | 55.50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/MFS 技术组合 IB 级 | 8,017 | 1.31 | 7,181 | 33.50 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 2,531 | 1.97 | 2,267 | 34.46 | ||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | 44,100 | 59.78 | 39,502 | 110.54 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 46 | 119.05 | 41 | 192.86 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 31,585 | 2.96 | 28,292 | 35.66 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 1,611 | 3.20 | 1,443 | 36.00 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | Short | -321 | 23.46 | -243 | 31.52 | |||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 14,062 | 10.17 | 12,596 | 45.15 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 2,788 | 7.07 | 2,497 | 41.07 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 159,755 | 3.48 | 143 | 36.19 | ||||
| 2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 2,740 | 26.38 | 2,454 | 66.60 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 537 | 82.03 | 481 | 140.50 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 36 | 27 | ||||||
| 2025-06-25 | NP | 富国银行大师信托 - 富国银行纪律大盘投资组合 纪律大盘投资组合 | 2,708 | 11.21 | 1,903 | 5.84 | ||||
| 2025-08-26 | NP | PRSCX - T. Rowe Price 科学技术基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 208,300 | 42.67 | 186,583 | 87.99 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 3,037 | 39.63 | 2,720 | 84.03 | ||||
| 2025-08-29 | NP | JESSX - 骏利亨德森全球可持续股票基金 S 级 | 551 | 10.42 | 494 | 45.43 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 788 | 1.94 | 725 | 56.59 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 9,063 | 0.90 | 6,368 | -3.95 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 10 | 42.86 | 7 | 75.00 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 767 | 13.29 | 687 | 49.13 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 74,289 | 55.81 | 67 | 106.25 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 1,131 | 9.28 | 1,013 | 43.95 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 900 | 806 | |||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 1,348 | 7.24 | 1,208 | 41.33 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 743 | 7.06 | 666 | 41.19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8,945 | 89.83 | 8,032 | 152.71 | ||||
| 2025-08-26 | NP | WSBFX - 华登平衡基金 | 1,550 | 63.16 | 1,388 | 115.19 | ||||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 15,290 | 631.58 | 13,603 | 868.11 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 22,551 | 24.43 | 20 | 66.67 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 32,324 | 5.90 | 28,954 | 39.55 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 431 | 5.90 | 386 | 39.49 | ||||
| 2025-07-29 | 13F | 价值观第一顾问公司 | 241 | 216 | ||||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 2,109 | 3.03 | 1,889 | 35.80 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 324 | 2.86 | 290 | 35.51 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/wmc 平衡基金 (a) | 51,605 | 1.39 | 35,081 | 9.39 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 55,349 | 18.24 | 49,578 | 55.80 | ||||
| 2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 72,879 | 12.92 | 65,281 | 48.79 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 962 | 862 | ||||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 98,118 | 93.07 | 87,888 | 154.41 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 16,444 | 28.99 | 14,730 | 69.96 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 317,420 | 2.54 | 283 | 39.41 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 9,062 | 8.10 | 6,690 | -3.04 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 585 | 4.65 | 524 | 37.89 | ||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 15 | 11 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 416 | 373 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 378 | 339 | ||||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 85 | 1,114.29 | 76 | 1,800.00 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 229 | 205 | ||||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 251 | 225 | ||||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 17 | 41.67 | 15 | 87.50 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 741,397 | 14.98 | 664 | 51.60 | ||||
| 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 | 1,169 | 6.76 | 885 | 13.92 | ||||
| 2025-08-14 | 13F | 南岸银行 | 993 | 0.61 | 889 | 32.69 | ||||
| 2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 361 | 0 | ||||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 1,462 | 45.62 | 1,027 | 38.60 | ||||
| 2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 338 | 4.64 | 303 | 37.90 | ||||
| 2025-08-29 | NP | BAFE-布朗咨询灵活股票ETF | 22,131 | 27.38 | 19,824 | 67.85 | ||||
| 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 | 2,511 | 1.70 | 1,764 | -3.18 | ||||
| 2025-08-12 | 13F | Agp Franklin 有限责任公司 | 250 | 224 | ||||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 1,781,551 | 7.81 | 1,596 | 42.03 | ||||
| 2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 2,861 | 14.07 | 2,563 | 50.35 | ||||
| 2025-07-02 | 13F | 资本市场策略有限责任公司 | 755 | 2.58 | 676 | 35.20 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 677 | 2.73 | 606 | 35.57 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 835 | 79.57 | 587 | 70.85 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 164,406 | 4.61 | 124,436 | 11.70 | ||||
| 2025-08-29 | NP | JAFSX - 科学技术信托资产净值 | 22,239 | 39.90 | 19,920 | 84.34 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 1,369 | 7.37 | 1,226 | 41.57 | ||||
| 2025-07-29 | 13F | 纬度顾问有限责任公司 | 230 | 206 | ||||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 1,107 | 10.70 | 992 | 45.95 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 439 | 394 | ||||||
| 2025-08-14 | 13F | 跨大西洋银行 | 10,854 | 228.91 | 9,737 | 334.11 | ||||
| 2025-08-26 | NP | FT Vest 股息上涨总回报基金 | 1,058 | 32.75 | 948 | 75.05 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 16,099 | 1.74 | 14,421 | 34.06 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 2,467 | 267.66 | 2,210 | 384.43 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 45,773 | 17.01 | 41,001 | 54.18 | ||||
| 2025-08-07 | 13F | 灰石金融集团有限责任公司 | 1,670 | 0.18 | 1,496 | 31.95 | ||||
| 2025-08-14 | 13F | Tandem 财富顾问有限责任公司 | 1,043 | 1.56 | 934 | 33.81 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 2,829 | 138.33 | 2,534 | 214.39 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 1,512 | 10.77 | 1,354 | 45.91 | ||||
| 2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 264 | 236 | ||||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 1,015 | 75.30 | 909 | 131.30 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 1,042 | 934 | ||||||
| 2025-08-29 | NP | BASG - 布朗咨询可持续增长ETF | 12,183 | 10,913 | ||||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 971 | 6.24 | 870 | 39.94 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 18,473 | 6.71 | 16,547 | 40.61 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 2,127 | 165.54 | 1,905 | 250.18 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 676 | 606 | ||||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 2,341 | 5.88 | 2,161 | 45.91 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 1,900 | 1,702 | ||||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 26,337 | 1.80 | 23,591 | 34.14 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 2,199 | 22.85 | 1,970 | 61.92 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 3,445 | 0.91 | 3,086 | 32.97 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,480 | 176.12 | 1,326 | 293.18 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 41 | 95.24 | 31 | 121.43 | ||||
| 2025-08-25 | NP | ANWPX - 新视角基金A类 | 738,773 | 661,749 | ||||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 120,756 | 107.35 | 108,166 | 173.21 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 7,000 | 6,270 | |||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 46,681 | 0.73 | 41,814 | 32.73 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,329 | 145.66 | 934 | 133.83 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 600 | 537 | |||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 5,118 | 13.76 | 4,584 | 49.90 | ||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 59,937 | 1.78 | 53,688 | 34.11 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 949 | 44.66 | 850 | 91.01 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 1,319 | 6.97 | 1,181 | 40.93 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 931 | 0.76 | 834 | 32.85 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 253 | 227 | ||||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 72 | 7,100.00 | 65 | |||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 7,827 | 60.49 | 7,011 | 111.46 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 1,120 | 1.08 | 761 | 9.18 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 19,862 | 5.62 | 17,791 | 39.18 | ||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 992 | 2.27 | 889 | 34.75 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 8 | 7 | ||||||
| 2025-08-14 | 13F | 采石场LP | 97 | 115.56 | 87 | 186.67 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 1,222 | 53.52 | 925 | 63.83 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 10,463 | 21.83 | 9,372 | 60.53 | ||||
| 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 | 31 | 6.90 | 22 | 0.00 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 8 | 6 | ||||||
| 2025-07-17 | 13F | 伊格尔布拉夫斯财富管理有限责任公司 | 4,996 | 0.22 | 4,475 | 32.08 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 554 | 91.03 | 496 | 151.78 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 3,375 | 4.10 | 2,372 | -0.92 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 1,029 | 51.32 | 92,172 | 99.39 | |||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 755,153 | 97.89 | 571,560 | 111.30 | ||||
| 2025-08-26 | NP | 贝莱德创新与增长信托 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 | 22,330 | 10.18 | 20,002 | 45.18 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 6,909 | 21.70 | 6,189 | 60.35 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 1,034 | 0.78 | 926 | 32.86 | ||||
| 2025-08-13 | 13F | 第1832章 | 223,108 | 278.30 | 199,847 | 398.48 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Call | 630 | 56,432 | |||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 59,400 | 10.50 | 52,858 | 45.97 | ||||
| 2025-08-29 | NP | LSWWX - Loomis Sayles 全球配置基金 Y 级 | 24,582 | 22,019 | ||||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 250 | 224 | ||||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 2,983 | 6.50 | 2,672 | 40.34 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 602 | 12.10 | 539 | 47.67 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 492 | 8.37 | 441 | 42.86 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 3,886 | 52.51 | 3,481 | 100.92 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 23 | 4.55 | 21 | 33.33 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 5,890 | 7.78 | 4,005 | 16.26 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 56,727 | 465.80 | 50,813 | 645.59 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 20 | 14 | ||||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 57,722 | 2.35 | 51,704 | 34.87 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 2 | 2 | ||||||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 495 | 443 | ||||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 363 | 4.01 | 325 | 37.13 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 445 | 19.30 | 399 | 57.31 | ||||
| 2025-07-15 | 13F | DSG资本顾问有限公司 | 1,762 | 7.97 | 1,578 | 42.29 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 261 | 234 | ||||||
| 2025-07-23 | 13F | 沃姆瑟兄弟管理公司 | 310 | 0.65 | 278 | 33.17 | ||||
| 2025-07-15 | 13F | 退休有限责任公司 | 284 | 254 | ||||||
| 2025-07-28 | 13F | 港口投资公司 | 452 | 2.49 | 405 | 35.12 | ||||
| 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 | 16,233 | 6.28 | 12,286 | 13.49 | ||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 225 | 202 | ||||||
| 2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 1,750 | 1,568 | ||||||
| 2025-08-07 | 13F | SFE投资顾问 | 2,000 | 1,791 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,155,341 | 3.60 | 1,034,885 | 36.52 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 4,427 | 3,965 | ||||||
| 2025-07-21 | 13F | ASR资产管理公司 | 9,203 | 83.18 | 8,243 | 141.35 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 3,375 | 0.63 | 3,023 | 32.59 | ||||
| 2025-07-28 | 13F | JGP 财富管理有限责任公司 | 41,306 | 0.90 | 36,999 | 32.95 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 61 | 55 | ||||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 277 | 248 | ||||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 68,252 | 8.42 | 61,136 | 42.86 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 3,718 | 4.56 | 3,330 | 37.77 | ||||
| 2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 18,280 | 12,845 | ||||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 1,578 | 13.20 | 1,413 | 49.21 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 265 | 237 | ||||||
| 2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 31 | 3.33 | 28 | 35.00 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 52 | 23.81 | 47 | 64.29 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 915 | 5.41 | 820 | 38.81 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 1,219 | 1,092 | ||||||
| 2025-04-25 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 800 | 300.00 | 567 | 339.53 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 11,650 | 32.98 | 10,435 | 75.23 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 1,800 | 350.00 | 2 | -97.92 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 791 | 0.25 | 708 | 32.09 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 5,447 | 93.29 | 4,879 | 154.78 | ||||
| 2025-06-24 | NP | KAUAX - 联邦考夫曼基金 A 类股票 | 34,000 | 51.11 | 23,891 | 43.84 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 1,950 | 8.21 | 1,747 | 42.53 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 87 | 10.13 | 61 | 5.17 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 4,000 | 3,583 | ||||||
| 2025-04-25 | NP | POWA - 景顺防御性股票 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 | 6,165 | 4,370 | ||||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 6 | 20.00 | 5 | 66.67 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,765 | 12.26 | 2,477 | 47.91 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 1,295 | 4.94 | 1,160 | 38.31 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,257 | 15.75 | 1,126 | 52.44 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 496 | 23.69 | 444 | 63.24 | ||||
| 2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 4,825 | 83.04 | 4,322 | 141.26 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 100,510 | 9.90 | 90,031 | 44.81 | ||||
| 2025-06-27 | NP | SOXL - Direxion 每日半导体牛市 3 倍股票 | 404,537 | 0.62 | 284,264 | -4.23 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 3,598 | 3.69 | 3,223 | 36.63 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 308 | 82.25 | 27,589 | 140.15 | |||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 425 | 381 | ||||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 2,076 | 1.86 | 1,860 | 34.22 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 892 | 7.60 | 627 | 2.29 | ||||
| 2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | 23,511 | 2,234.76 | 21,060 | 2,978.80 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 2,913 | 1.39 | 2,609 | 33.59 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 766 | 18.39 | 686 | 55.68 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 400 | 358 | ||||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 600 | 537 | ||||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 405 | 363 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 13,442 | 1.55 | 12,041 | 33.81 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 485 | 4.53 | 434 | 37.78 | ||||
| 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 | 167,034 | 0.27 | 126,425 | 7.06 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 1,468,969 | 69.04 | 1,032,230 | 60.90 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,238 | 8.12 | 1,109 | 42.00 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 9,137 | 8,184 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 30,100 | 4,916.67 | 26,962 | 6,524.32 | |||
| 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 | 8,990 | 4.60 | 6,317 | -0.44 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 28,376 | 25,418 | ||||||
| 2025-07-15 | 13F | BNC 财富管理有限公司 | 6,299 | 5,642 | ||||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 3,050 | 1.94 | 2,732 | 34.38 | ||||
| 2025-07-23 | 13F | 阳光资本管理有限公司 | 570 | 0.18 | 511 | 32.12 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 2,658 | 5.60 | 2,381 | 39.10 | ||||
| 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 | 138 | 10.40 | 97 | 4.35 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 83,603 | 2.02 | 63,277 | 8.93 | ||||
| 2025-07-09 | 13F | 灯塔金融集团 | 483 | 2.99 | 433 | 35.85 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 343 | 73.23 | 307 | 129.10 | ||||
| 2025-07-28 | NP | AVLV - Avantis 美国大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,649 | 220.02 | 11,844 | 241.72 | ||||
| 2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 3,177 | 2,846 | ||||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -20,085 | 388.81 | -17,991 | 544.11 | |||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 86 | 2,766.67 | 77 | 3,750.00 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 26,079 | 62.29 | 23,360 | 113.86 | ||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 12,546 | 48.68 | 8,816 | 41.52 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 20,027 | 0.84 | 17,939 | 32.88 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 14,647 | 0.14 | 13 | 44.44 | ||||
| 2025-07-21 | 13F | 111资本 | 314 | 281 | ||||||
| 2025-07-16 | 13F | 五大洋顾问 | 399 | 0.76 | 357 | 32.71 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 85 | 6.25 | 64 | 14.29 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 71 | 373.33 | 64 | 530.00 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 98,079 | 23.95 | 87,853 | 63.32 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 1,218 | 5.00 | 1,091 | 38.45 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 398 | 4.19 | 357 | 37.45 | ||||
| 2025-08-12 | 13F | 农民国家银行 | 583 | 14.76 | 522 | 51.30 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 672 | 3.38 | 602 | 36.51 | ||||
| 2025-03-31 | NP | FMAG - 富达麦哲伦 ETF | 4,121 | 41.32 | 3,042 | 56.64 | ||||
| 2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 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 | 80,404 | 8.64 | 56,499 | 3.41 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 375 | 1.63 | 336 | 34.00 | ||||
| 2025-03-27 | NP | AGCX - Allspring Global 多空股票基金 C 类 | 7,832 | 189.22 | 5,782 | 220.45 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 13,100 | 11,734 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 8,419 | 1.51 | 7,541 | 33.75 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 82,683 | 0.70 | 74,064 | 32.69 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 104,862 | 1.95 | 93,929 | 34.34 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 407 | 3.30 | 365 | 36.33 | ||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 289 | 259 | ||||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 26,483 | 20.47 | 23,706 | 58.75 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 32 | 23.08 | 29 | 64.71 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 45,760 | 49.71 | 40,989 | 97.27 | ||||
| 2025-08-05 | 13F | RiverGlades 家族办公室有限责任公司 | 520 | 5.05 | 466 | 38.39 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 326 | 292 | ||||||
| 2025-08-05 | 13F | 西格玛规划公司 | 846 | 4.19 | 758 | 37.14 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 7,666 | 2.58 | 6,867 | 35.16 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 114,163 | 9.89 | 102,260 | 44.80 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 1,522 | 16.72 | 1,363 | 53.72 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 16 | 220.00 | 14 | 366.67 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 2,600 | 2,329 | |||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 382 | 6.41 | 260 | 14.60 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 2,500 | 2,239 | |||||
| 2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 29,878 | 6.83 | 26,763 | 40.76 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 13,065 | 3.34 | 8,882 | 11.49 | ||||
| 2025-03-31 | NP | FCPI - 富达通胀股票 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 | 979 | 8.06 | 723 | 19.73 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 192 | 21.52 | 172 | 59.81 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 6,554 | 102.10 | 5,871 | 166.33 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 17,645 | 1.09 | 15,805 | 33.21 | ||||
| 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 | 2,953 | 5.13 | 2,645 | 38.55 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 6,355 | 2.82 | 6 | 25.00 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 460 | 9.79 | 313 | 18.63 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 311 | 279 | ||||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 5,667 | 35.96 | 5,076 | 79.17 | ||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 4,196 | 3,759 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 2,359 | 2,113 | ||||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 1,843 | 2.79 | 1,253 | 10.89 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 644 | 4.55 | 453 | -0.44 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 30 | 27 | ||||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 66,261 | 58.58 | 59 | 110.71 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 3,417 | 1.85 | 2,586 | 8.75 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 373 | 23.10 | 334 | 61.65 | ||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 1,258 | 0.08 | 1,127 | 31.85 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 5,647 | 1.35 | 3,968 | -3.53 | ||||
| 2025-06-26 | NP | NEWFX - 新世界基金公司 A 类 | 40,861 | 31.54 | 28,713 | 25.21 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 273,466 | 69.50 | 244,954 | 123.35 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 21 | 5.00 | 19 | 38.46 | ||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 20,430 | 18,300 | ||||||
| 2025-08-25 | NP | 美国基金保险系列-资产配置基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 94,152 | 427.11 | 84,336 | 873.51 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 117,726 | 92.73 | 105,452 | 153.95 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 21,731 | 44.74 | 14,638 | 24.62 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 408 | 15.91 | 365 | 52.72 | ||||
| 2025-07-23 | NP | CRTC - Xtrackers 美国国家关键技术 ETF | 811 | 67.91 | 614 | 55.19 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 42 | 38 | ||||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 2,113 | 1,893 | ||||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 21,158 | 3.95 | 18,951 | 36.97 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 275 | 244 | ||||||
| 2025-07-25 | 13F | 斯通哈奇弗莱明金融服务控股有限公司 | 878 | 17.22 | 786 | 54.42 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | 350 | 311 | ||||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 475 | 15,733.33 | 334 | 16,550.00 | ||||
| 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 | 6,379 | 17.95 | 4,482 | 12.27 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 894 | 500.00 | 677 | 543.81 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 4,521 | 1.07 | 4,050 | 33.19 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 41,659 | 646.58 | 37,316 | 883.79 | ||||
| 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 | 988 | 0.61 | 748 | 7.33 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 871 | 19.32 | 780 | 57.26 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 618 | 67.93 | 434 | 60.15 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 731 | 19.84 | 655 | 57.97 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 448 | 401 | ||||||
| 2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 5,526 | 1.13 | 3,883 | -3.72 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 1,025 | 1 | ||||||
| 2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 30,403 | 27,233 | ||||||
| 2025-08-11 | 13F | 阿维索财富管理 | 250 | 224 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 5,301 | 0.44 | 4,748 | 32.37 | ||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 8,318 | 47.95 | 7,451 | 94.98 | ||||
| 2025-08-12 | 13F | Oak Associates Ltd /哦/ | 90,116 | 1.70 | 80,721 | 34.00 | ||||
| 2025-04-10 | 13F | 联合消化控股公司 | 2,687 | 24.11 | 1,827 | 33.87 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 2,460 | 2.29 | 2,203 | 34.82 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 99,328 | 63.31 | 88,972 | 115.18 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 3,322 | 7.40 | 2,976 | 41.53 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 2,931 | 24.62 | 2,625 | 64.27 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 586 | 525 | ||||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 903 | 6.61 | 809 | 40.52 | ||||
| 2025-07-23 | 13F | 资本管理联营公司 | 500 | 448 | ||||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 4,848 | 0.27 | 4,343 | 32.14 | ||||
| 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 | 584 | 3.73 | 410 | -1.20 | ||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 4,465 | 81.14 | 3,138 | 72.46 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 34,593 | 1,419.24 | 30,985 | 1,902.91 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 132,118 | 14.51 | 117,578 | 53.09 | ||||
| 2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 3,610 | 1.26 | 3,234 | 33.43 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 4,749 | 11.77 | 3,594 | 19.36 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 1,639 | 1.42 | 1,468 | 33.70 | ||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 307 | 6.60 | 232 | 13.73 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 14,955 | 7.59 | 13,396 | 41.76 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 2,193 | 21.63 | 1,964 | 60.33 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 131 | 39.36 | 117 | 85.71 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 2,724 | 1.15 | 2,440 | 33.33 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 6,113 | 255.82 | 5,476 | 369.15 | ||||
| 2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 8,438 | 18.06 | 5,929 | 12.38 | ||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 6,422 | 2.29 | 5,752 | 34.80 | ||||
| 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 | 178,103 | 4.17 | 159,534 | 37.25 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 28,486 | 1.59 | 20,017 | -3.30 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 1,451 | 17.02 | 1,300 | 54.28 | ||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 291 | 261 | ||||||
| 2025-07-17 | 13F | 泰勒·弗里贡资本管理有限责任公司 | 2,778 | 12.88 | 2,488 | 48.80 | ||||
| 2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 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 | 19 | 26.67 | 13 | 18.18 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 4,251,549 | 1.26 | 3,808,283 | 33.42 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 34,055 | 9.70 | 23,930 | 4.42 | ||||
| 2025-07-25 | 13F | 谷溪资本集团有限公司 | 1,053 | 1.94 | 943 | 34.33 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 79,529 | 1.52 | 71,237 | 33.77 | ||||
| 2025-08-05 | 13F | 科顿资本公司 | 320 | 287 | ||||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 812 | 12.93 | 727 | 48.98 | ||||
| 2025-07-29 | NP | JGQYX - 詹森全球质量增长基金 - Y 股 | 2,430 | 22.11 | 1,839 | 30.43 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 234 | 210 | ||||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 27,920 | 99.41 | 25,009 | 159.10 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | Call | 300 | 51 | |||||
| 2025-08-13 | 13F | 三井住友金融集团 | Put | 2,100 | 143 | |||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 297 | 266 | ||||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 1,040 | 8.33 | 932 | 42.79 | ||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 87,851 | 66,493 | ||||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 6 | 200.00 | 5 | 400.00 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 11 | 83.33 | 10 | 125.00 | ||||
| 2025-08-08 | 13F | Keyvanage Wealth, Llc | 242 | 217 | ||||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 18,083 | 21.29 | 16,198 | 59.81 | ||||
| 2025-08-25 | NP | ANCFX - 美国基金基本投资者 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,436,044 | 92.67 | 1,286,322 | 153.87 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 1,157 | 49.48 | 876 | 59.67 | ||||
| 2025-07-23 | 13F | Elm3 金融集团有限责任公司 | 539 | 2.28 | 483 | 34.64 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 82,761 | 10.85 | 58,155 | 5.51 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 283 | 253 | ||||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 13,607 | 2.52 | 12,189 | 35.09 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 60,495 | 25.64 | 54 | 68.75 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 2,100 | 950.00 | 1,881 | 1,293.33 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 7,852 | 236.13 | 7,033 | 343.16 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 87,185 | 13.83 | 78,095 | 50.00 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 34,602 | 14.95 | 31 | 50.00 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 237 | 212 | ||||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 9,108 | 8,158 | ||||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 6,747 | 7.40 | 5,107 | 14.69 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 232 | 208 | ||||||
| 2025-08-12 | 13F | 贝莱德公司 | 11,803,738 | 0.26 | 10,573,081 | 32.11 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 118,333 | 10.04 | 105,996 | 45.00 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 11,554 | 1.42 | 10,349 | 33.64 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 164 | 215.38 | 0 | |||||
| 2025-05-27 | NP | FELV - 富达增强型大盘价值 ETF | 5,329 | 461.54 | 3,623 | 506.70 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 2,536 | 70.77 | 1,782 | 62.59 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 365 | 327 | ||||||
| 2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 24,962 | 30.34 | 18,893 | 39.17 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 4,970 | 0.87 | 3,492 | -3.99 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Loomis Sayles 全球配置投资组合 A 类 | 3,191 | 2,858 | ||||||
| 2025-08-01 | 13F | 贝西默集团公司 | 188,735 | 1.13 | 169 | 34.13 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 63,088 | 185.67 | 56,510 | 276.43 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 1,511 | 2.58 | 1,153 | 24.38 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 2,203 | 3.57 | 1,973 | 36.54 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 233,039 | 4.15 | 208,742 | 37.24 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 1,910 | 27.25 | 1,711 | 67.75 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 13,457 | 21.65 | 11,831 | 57.33 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 31,539 | 1.88 | 28,250 | 34.24 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 4,021 | 83.86 | 3,602 | 142.33 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 16,726 | 1.53 | 14,982 | 33.78 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 1,949 | 21.21 | 1,746 | 59.65 | ||||
| 2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 400 | 9.89 | 358 | 44.94 | ||||
| 2025-08-05 | 13F | 卡梅尔资本管理有限责任公司 | 13,303 | 0.23 | 11,916 | 32.08 | ||||
| 2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 1,852 | 1,659 | ||||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 868 | 4.33 | 803 | 41.95 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 5,331 | 0.41 | 4,775 | 32.31 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 5,135 | 43.72 | 4,600 | 89.42 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 15,933 | 26.02 | 14 | 75.00 | ||||
| 2025-08-08 | 13F | 投资伙伴有限公司 | 250 | 224 | ||||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 4,101 | 6.41 | 3,104 | 13.62 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 889 | 796 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 34,414 | 8.26 | 30,826 | 42.65 | ||||
| 2025-08-06 | 13F | 地平线投资服务有限责任公司 | 985 | 882 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 595 | 4.39 | 533 | 37.47 | ||||
| 2025-08-12 | 13F | 加勒特财富咨询集团有限责任公司 | 230 | 206 | ||||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 5,530 | 4,953 | ||||||
| 2025-08-27 | NP | AIM 可变保险基金 (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO VI 科技基金系列 I | 6,555 | 48.57 | 5,872 | 95.77 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 4,017 | 3.19 | 4 | 50.00 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | 243 | 218 | ||||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 283 | 108.09 | 199 | 98.00 | ||||
| 2025-07-08 | NP | TFCGX - Taylor Frigon 核心增长基金 | 767 | 12.46 | 581 | 20.08 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 89,574 | 68,803.08 | 0 | -100.00 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 14,781 | 75.63 | 11,187 | 87.54 | ||||
| 2025-07-07 | 13F | 惠理投资公司 | 742 | 21.04 | 664 | 59.23 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 1,954 | 1,373 | ||||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 9,044 | 16.02 | 8 | 60.00 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 587 | 29.87 | 526 | 83.57 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 234 | 5.41 | 210 | 39.33 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 27,536 | 1.06 | 20,841 | 7.91 | ||||
| 2025-08-28 | NP | SAMM - Strategas 宏观动量 ETF | 553 | 495 | ||||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 1,046 | 45.48 | 937 | 91.80 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 803 | 1.13 | 719 | 33.40 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 570 | 1.79 | 511 | 34.21 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 1,137 | 29.06 | 1,018 | 70.23 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 134 | 42.55 | 101 | 53.03 | ||||
| 2025-07-07 | 13F | 惠特克-迈尔斯财富管理有限公司 | 624 | 559 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 成长投资组合 I 类 | 14,420 | 27.15 | 12,917 | 67.54 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 60,400 | 63.24 | 54,103 | 115.10 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 78,600 | 45.29 | 70,405 | 91.44 | |||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 5,417 | 4,852 | ||||||
| 2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 6,014 | 13.13 | 5,387 | 49.07 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 1,090 | 825 | ||||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 2,212 | 0.09 | 1,981 | 31.89 | ||||
| 2025-07-25 | NP | MFEGX - MFS成长基金A | 348,493 | 31.65 | 263,767 | 40.58 | ||||
| 2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 316,172 | 831.26 | 239,304 | 894.41 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 1,422 | 4.18 | 1,274 | 37.32 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 17,455 | 2.00 | 15,635 | 34.40 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,655 | 2.74 | 6,857 | 35.36 | ||||
| 2025-04-25 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,592 | 32.00 | 32,317 | 44.61 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 581,447 | 245.85 | 526,466 | 360.65 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 1,546 | 10.35 | 1,385 | 45.38 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 506 | 1.20 | 453 | 33.63 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 988 | 25.22 | 885 | 64.93 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 7,697 | 108.03 | 6,895 | 174.12 | ||||
| 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 | 13,031 | 11.68 | 11,672 | 47.17 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 496 | 444 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 86,975 | 3.98 | 61,116 | -1.03 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 265 | 239 | ||||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 578,688 | 24.61 | 518,354 | 64.19 | ||||
| 2025-08-12 | 13F | 埃利财务管理公司 | 2,004 | 0.80 | 1,795 | 32.37 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 267 | 0 | ||||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 技术投资组合初始类别 | 1,390 | 4.51 | 1,245 | 37.72 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 13,928 | 9.76 | 9,787 | 4.48 | ||||
| 2025-07-29 | 13F | 财务指导集团有限公司 | 260 | 233 | ||||||
| 2025-07-31 | 13F | 联合社区银行 | 336 | 8.04 | 301 | 42.18 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 175 | 7.36 | 132 | 14.78 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 3,326 | 2,979 | ||||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 88 | 35.38 | 79 | 77.27 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 60,004 | 20.77 | 53,748 | 59.13 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 456 | 90.79 | 345 | 104.14 | ||||
| 2025-06-23 | NP | CMNWX - 本金资本增值基金（fka西海岸股票基金）A级 | 38,333 | 31.84 | 26,936 | 25.49 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 1,151 | 24.30 | 1,031 | 63.75 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 38 | 34 | ||||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 17,325 | 1.09 | 15,519 | 33.20 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -5 | -4 | |||||
| 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 | 8 | 14.29 | 6 | 0.00 | ||||
| 2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 21,828 | 88.46 | 15,338 | 79.39 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 336 | 301 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 1,345 | 7.86 | 1,205 | 42.15 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 130 | 100.00 | 0 | |||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 66 | 26.92 | 46 | 21.05 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 65,649 | 11.81 | 58,801 | 47.23 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 3,753,525 | 1.65 | 3,362,182 | 33.94 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 48,102 | 31.14 | 43,087 | 72.80 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 15,658 | 11,003 | ||||||
| 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 | 6,170 | 12.24 | 4,336 | 6.83 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 26,843 | 444.59 | 24,044 | 617.73 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 979 | 10.87 | 877 | 46.17 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 2,730 | 2,445 | ||||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 761 | 681 | ||||||
| 2025-08-14 | 13F | 范埃克联合公司 | 1,409,440 | 2.57 | 1,262 | 35.12 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 5,841 | 7.33 | 5,232 | 41.44 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 1,054 | 4.46 | 944 | 37.81 | ||||
| 2025-08-25 | NP | SHRY - 大型美国股票精选 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 | 441 | 20.16 | 395 | 58.63 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 514 | 2.19 | 460 | 34.90 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 2,244 | 1.22 | 2,024 | 31.51 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 298 | 0.68 | 267 | 32.34 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 64,776 | 5.87 | 58,022 | 39.50 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 73,974 | 3.10 | 66,261 | 35.85 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 1,636 | 38.88 | 1,466 | 97.44 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 267 | 239 | ||||||
| 2025-08-29 | 13F | 全面投资管理公司 | 6 | 5 | ||||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 192 | 3.78 | 135 | -1.47 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 5,718,976 | 60.08 | 5,122,286 | 110.96 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 227 | 203 | ||||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 66 | 1.54 | 0 | |||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 10,393 | 4.27 | 9,309 | 37.40 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 14,866 | 4.51 | 10,446 | -0.51 | ||||
| 2025-07-22 | NP | GTEK - 高盛未来科技领袖股票 ETF | 5,563 | 39.35 | 4,211 | 48.82 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 3,309 | 10.97 | 2,325 | 5.63 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 133 | 29.13 | 93 | 22.37 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 2,538 | 15.78 | 2,275 | 52.62 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 1,260 | 6.87 | 1,128 | 40.47 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 853 | 19.47 | 764 | 57.53 | ||||
| 2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta 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 | 6,269 | 3.47 | 4,745 | 10.48 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 9,211 | 18.30 | 8,251 | 55.90 | ||||
| 2025-08-13 | 13F | 布鲁克兰基金管理有限公司 | Call | 331 | 123.65 | 296 | 196.00 | |||
| 2025-07-23 | 13F | Klp资本管理公司 | 66,570 | 10.27 | 59,629 | 45.30 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 940 | 4.44 | 876 | 43.21 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 34,140 | 10.87 | 30,581 | 46.09 | ||||
| 2025-08-27 | NP | Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares | 128 | 115 | ||||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 1,511 | 1,353 | ||||||
| 2025-08-07 | 13F | 商业银行 | 5,700 | 0.35 | 5,106 | 32.22 | ||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 295 | 264 | ||||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 投资者信托系列初始类别 | 1,341 | 1,201 | ||||||
| 2025-07-29 | 13F | 哨兵投资管理有限公司 | 39 | 0 | ||||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,779 | 9,783.33 | 1,250 | 9,515.38 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 5,819 | 6.30 | 5,212 | 40.07 | ||||
| 2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 606 | 3.95 | 426 | -1.16 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 349 | 12.58 | 313 | 48.57 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 460 | 15.00 | 412 | 51.47 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 8,441 | 63.87 | 7,561 | 115.94 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 4,036 | 32.63 | 3,615 | 74.81 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 3,226 | 0.78 | 2,890 | 32.77 | ||||
| 2025-07-18 | 13F | 访问金融服务公司 | 763 | 683 | ||||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 17,760 | 4.75 | 15,908 | 38.03 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 6,025 | 1.47 | 5,397 | 33.72 | ||||
| 2025-07-25 | NP | ANEFX - 新经济基金A类 | 115,578 | 87,479 | ||||||
| 2025-06-30 | NP | QRMI - Global X 纳斯达克 100 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 | 184 | 19.48 | 129 | 14.16 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 315 | 290 | ||||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 3,792 | 3.30 | 3,397 | 36.11 | ||||
| 2025-06-30 | NP | QQQG - Pacer Nasdaq 100 前 50 大现金牛成长型 ETF | 68 | 70.00 | 48 | 62.07 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 22,396 | 2.71 | 16,951 | 9.67 | ||||
| 2025-07-29 | 13F | 卡夫戴维斯联合有限责任公司 | 364 | 0.83 | 336 | 47.37 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 541 | 16.59 | 485 | 53.97 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 415 | 123.12 | 375 | 181.20 | ||||
| 2025-08-13 | 13F | 温斯洛资本管理有限公司 | 106,300 | 95,217 | ||||||
| 2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers 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 | 317,526 | 50.43 | 284,421 | 98.21 | ||||
| 2025-07-17 | 13F | 景顺有限公司 | 3,457 | 32.60 | 3,097 | 74.72 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 1,535,370 | 4.08 | 1,375,295 | 37.14 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 99,090 | 13.35 | 88,752 | 49.35 | ||||
| 2025-07-17 | 13F | 圣约资产管理有限责任公司 | 7,359 | 2.24 | 6,592 | 34.70 | ||||
| 2025-07-18 | 13F | 切尔西律师公司 | 33 | 30 | ||||||
| 2025-07-09 | 13F | 第一银行与信托 | 227 | 203 | ||||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类 | 2,003 | 1,794 | ||||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 712 | 25.13 | 638 | 65.03 | ||||
| 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 | 1,251 | 112.03 | 947 | 126.32 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 428 | 0.71 | 383 | 32.99 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 397 | 52.69 | 356 | 102.27 | ||||
| 2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 48,719 | 10.08 | 36,874 | 17.54 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 103 | 37.33 | 92 | 84.00 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 292 | 8.15 | 262 | 42.62 | ||||
| 2025-08-08 | 13F | 布里克利财富管理 | 274 | 245 | ||||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,619 | 10.81 | 1,138 | 16.86 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,423 | 3,066 | ||||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 8,234 | 0.22 | 7,376 | 32.07 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -57 | -51 | |||||
| 2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 1,094 | 161.10 | 980 | 244.72 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 462 | 414 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 31 | 22 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 2,667 | 1.48 | 1,813 | 9.42 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 575 | 515 | ||||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 51 | 155.00 | 46 | 246.15 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 3,795 | 0.88 | 2,667 | -4.00 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44,099 | 29.54 | 39,501 | 70.69 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 887 | 9.24 | 795 | 44.10 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 663 | 594 | ||||||
| 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 | 194,469 | 12.07 | 136,651 | 6.67 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 3,200 | 166.67 | 2,866 | 251.66 | |||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 255 | 23.79 | 179 | 17.76 | ||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 1,044 | 935 | ||||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 368 | 37.83 | 279 | 47.09 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 4,002 | 674.08 | 3,585 | 921.08 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -63 | -56 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 13,900 | 47.87 | 12,451 | 94.84 | |||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 2,407 | 35.38 | 2,156 | 78.48 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 1,554,418 | 5.10 | 1,392,354 | 38.49 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 905 | 11.18 | 811 | 46.47 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 957 | 13.25 | 857 | 49.30 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,098 | 188.95 | 831 | 189.55 | ||||
| 2025-07-24 | 13F | Triodos 投资管理公司 | 75,101 | 0.60 | 67,227 | 33.69 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 123,322 | 5.98 | 110,652 | 42.90 | ||||
| 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 | 15,665 | 3.84 | 11,008 | -1.16 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 23,664 | 54.02 | 21,197 | 102.95 | ||||
| 2025-07-24 | 13F | Invictus 私人财富有限公司 | 300 | 269 | ||||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 9,193 | 1.64 | 8,235 | 33.93 | ||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 523 | 124.46 | 368 | 113.37 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 6 | 100.00 | 5 | 150.00 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 376 | 337 | ||||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 775,812 | 1.66 | 545,155 | -3.23 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 348 | 2.05 | 312 | 34.63 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 2,340 | 73.46 | 2,096 | 128.71 | ||||
| 2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,051,339 | 1.40 | 941,726 | 33.62 | ||||
| 2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 236 | 211 | ||||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 2,301 | 0.61 | 2,061 | 32.63 | ||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 3,424 | 3.63 | 3,067 | 36.51 | ||||
| 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 | 41,886 | 2.95 | 31,703 | 9.93 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 182,353 | 163,341 | ||||||
| 2025-06-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 86,721 | 60,938 | ||||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 36 | 32 | ||||||
| 2025-07-09 | 13F | 湖山财富管理有限责任公司 | 290 | 260 | ||||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 822 | 83.89 | 736 | 142.90 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 98,398 | 14.86 | 88 | 51.72 | ||||
| 2025-08-05 | 13F | 布莱斯角资本有限责任公司 | 732 | 656 | ||||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 251 | 225 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 1,529 | 84.66 | 1,370 | 143.59 | ||||
| 2025-07-21 | 13F | 惠兰金融 | 1,788 | 23.57 | 1,601 | 62.87 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 1,629 | 32.12 | 1,459 | 74.19 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 2,623 | 1.94 | 2,349 | 34.25 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 2,984 | 5.29 | 3 | 100.00 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 12,891 | 1.45 | 11,547 | 33.67 | ||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 917 | 0.11 | 821 | 31.99 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 629 | 2.78 | 563 | 35.34 | ||||
| 2025-07-22 | 13F | Petros 家族财富有限责任公司 | 2,081 | 14.85 | 1,864 | 51.42 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 32,433 | 6.72 | 29,052 | 40.62 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 5 | 66.67 | 4 | 100.00 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 44,191 | 4.61 | 39,544 | 37.89 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 8,181 | 19.54 | 6,192 | 27.64 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 384 | 0.26 | 242 | -6.92 | ||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 415 | 35.18 | 372 | 78.37 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 2,078 | 36.53 | 1,861 | 79.98 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 6,749 | 13.49 | 5,108 | 21.19 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 375 | 27.55 | 336 | 68.34 | ||||
| 2025-07-18 | 13F | 黄金投资管理有限公司 | 1,258 | 76.19 | 1,128 | 132.58 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 79 | 12.86 | 71 | 48.94 | ||||
| 2025-07-22 | 13F | 支架风险投资有限公司。 | 249 | 223 | ||||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 8 | 14.29 | 7 | 75.00 | ||||
| 2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 2,872 | 125.96 | 2,174 | 141.44 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 3,103 | 218.91 | 2,781 | 320.57 | ||||
| 2025-08-13 | 13F | 哈夫斯特联合公司 | 2,272 | 147.23 | 2,035 | 226.12 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 12,800 | 124.56 | 11,465 | 195.95 | |||
| 2025-05-27 | NP | FMKFX - 富达麦哲伦 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,737 | 9.60 | 4,580 | 18.23 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 125,787 | 0.89 | 112,672 | 32.94 | ||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 8,432 | 0.39 | 7,553 | 32.28 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 2,075 | 278 | ||||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 538 | 8.69 | 482 | 43.15 | ||||
| 2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 464 | 9.69 | 416 | 44.60 | ||||
| 2025-08-14 | 13F | 伯奇维资本有限合伙人 | 15,848 | 14,196 | ||||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 14 | 75.00 | 13 | 140.00 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 1,085 | 40.91 | 972 | 85.66 | ||||
| 2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 1,377 | 2.30 | 1,235 | 34.86 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 296 | 0 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 4,053 | 11.62 | 3,630 | 47.04 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | Short | -193 | 4.32 | -173 | 37.60 | |||
| 2025-08-14 | 13F | 加拿大皇家银行 | 592,055 | 4.23 | 530,327 | 37.34 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 11,100 | 184.62 | 9,943 | 275.03 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 578 | 518 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 101 | 8.60 | 90 | 42.86 | ||||
| 2025-08-06 | 13F | 吉纳斯资本管理公司 | 10,690 | 9,575 | ||||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 20,400 | 436.84 | 18,273 | 607.43 | |||
| 2025-06-26 | NP | XT - iShares 指数技术 ETF | 25,656 | 1.25 | 18,028 | -3.63 | ||||
| 2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 338 | 0 | ||||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 4,327 | 13.30 | 3,877 | 49.31 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 2,001 | 8.57 | 1,792 | 43.13 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 433 | 6.65 | 388 | 40.73 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 235 | 0.86 | 0 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | 2,099,563 | 14.72 | 1,880,663 | 51.17 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 28,052 | 6.35 | 25,127 | 40.14 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 557 | 422 | ||||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 42 | 32 | ||||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 288 | 258 | ||||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 1,255 | 1.29 | 1,128 | 33.65 | ||||
| 2025-07-30 | 13F | 昌盛金融集团有限公司 | 1,076 | 0.75 | 964 | 32.64 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 3,140 | 56.37 | 2,377 | 66.97 | ||||
| 2025-08-14 | 13F | 货币管理集团公司 | 3,773 | 0.40 | 3,380 | 32.30 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 1,716 | 1.96 | 1,537 | 34.27 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 8,344 | 669.03 | 7,474 | 914.11 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 461 | 21.00 | 413 | 59.07 | ||||
| 2025-08-04 | 13F | 联合银行 | 28,898 | 1.28 | 26 | 31.58 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 34,800 | 625.00 | 31,172 | 855.29 | |||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 17 | 13.33 | 0 | |||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 2,396 | 10.47 | 2,146 | 45.59 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 23,715 | 0.95 | 21,235 | 33.02 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 672,340 | 13.90 | 602,242 | 50.08 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 2,680 | 0.60 | 2,028 | 7.42 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 1,487 | 2.06 | 1,332 | 34.55 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 3,442 | 12.63 | 2,605 | 20.27 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 506 | 4.12 | 383 | 11.05 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 21,307 | 27.47 | 19,091 | 68.02 | ||||
| 2025-08-14 | 13F | 休闲资本管理 | 2,398 | 0.93 | 2,148 | 32.94 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 13,863 | 203.55 | 12,418 | 300.03 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 751 | 2.60 | 673 | 35.21 | ||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 311 | 0.32 | 279 | 32.38 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 30,953 | 27.58 | 27,726 | 68.11 | ||||
| 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 | 406 | 24.92 | 364 | 65.00 | ||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 31 | 19.23 | 28 | 58.82 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 292 | 262 | ||||||
| 2025-06-26 | NP | TAGRX - 基本大盘核心基金 A 类 | 169,214 | 0.94 | 118,905 | -3.92 | ||||
| 2025-07-21 | 13F | 铂金投资管理有限公司 | 1,278 | 1,145 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 3,600 | 3,225 | ||||||
| 2025-08-11 | 13F | Wbi 投资公司 | 1,706 | 251.75 | 1,528 | 364.44 | ||||
| 2025-08-26 | NP | TLGWX - 成长与收入基金 | 2,609 | 1.72 | 2,337 | 34.02 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 1,460 | 7.35 | 1,308 | 41.45 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 1,695 | 1.86 | 1,518 | 34.22 | ||||
| 2025-07-23 | 13F | 哥伦布宏有限责任公司 | 6,269 | 7.27 | 5,616 | 41.36 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 9,332 | 0.28 | 6,558 | -4.56 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 569 | 569.41 | 510 | 792.98 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,060 | 56.34 | 802 | 67.08 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 4,100 | 95.24 | 3,673 | 157.32 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Call | 500 | 400.00 | 448 | 567.16 | |||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 215,457 | 128.37 | 192,993 | 200.91 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 96,399 | 0.67 | 86,348 | 32.65 | ||||
| 2025-03-27 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 2,551 | 147.67 | 1,883 | 208.18 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 8 | 7 | ||||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 65,624 | 1.52 | 58,783 | 33.77 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,797 | 1.91 | 3,401 | 34.32 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 92,033 | 2.65 | 82,437 | 35.26 | ||||
| 2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 1,393 | 26.87 | 1,289 | 86.40 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 10,114 | 9,060 | ||||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 10 | 9 | ||||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 586 | 10.98 | 412 | 5.66 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 310 | 278 | ||||||
| 2025-07-08 | 13F | D.斯科特尼尔公司 | 10,887 | 5.01 | 9,752 | 38.35 | ||||
| 2025-07-25 | NP | XPND - First Trust 扩展技术 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 | 670 | 17.34 | 507 | 37.40 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 5,058 | 6.71 | 4,531 | 40.60 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 233 | 215 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -37 | -33 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 3,491 | 4.21 | 2,453 | -0.81 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 14 | 13 | ||||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 244 | 219 | ||||||
| 2025-08-06 | 13F | SP资产管理有限责任公司 | 693 | 0.29 | 621 | 32.20 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 644 | 14.18 | 577 | 50.39 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 2,400 | 33.33 | 2,150 | 75.72 | |||
| 2025-08-13 | 13F | 资本世界投资者 | 3,954,695 | 485.51 | 3,542,378 | 671.50 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 160,817 | 3.66 | 144,036 | 36.60 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 3,059 | 0.92 | 2,150 | -3.93 | ||||
| 2025-07-11 | 13F | 布滕斯基和科恩金融安全公司 | 6,734 | 1.65 | 6,032 | 33.93 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 1,077 | 14.70 | 964 | 51.10 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 1,889,869 | 11.19 | 1,692,831 | 46.51 | ||||
| 2025-08-13 | 13F | 挪威银行 | 1,784,622 | 1,598,557 | ||||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 6,467 | 10.74 | 4,895 | 18.24 | ||||
| 2025-06-30 | NP | BULD - Pacer BlueStar Engineering the Future ETF | 69 | 50.00 | 48 | 45.45 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 451 | 404 | ||||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 562 | 2.93 | 503 | 35.31 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 34,560 | 3.67 | 31,150 | 37.63 | ||||
| 2025-08-28 | NP | SRVEX - 胜利多元化股票基金A级 | 5,771 | 33.13 | 5,169 | 75.46 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 1,504 | 18.15 | 1,347 | 55.72 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 115,000 | 103,010 | ||||||
| 2025-08-14 | 13F | 大和证券集团公司 | 35,533 | 3.94 | 32 | 34.78 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 95 | 9.20 | 85 | 44.07 | ||||
| 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 | 24,712 | 2.04 | 22,136 | 34.46 | ||||
| 2025-08-28 | NP | WBIL - WBI BullBear Quality 3000 ETF | 401 | 359 | ||||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 1,896 | 1.01 | 1,698 | 33.18 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 23,412 | 1.33 | 16,451 | -3.55 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 23,500 | 35.84 | 21,051 | 79.84 | |||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 23,500 | 144.79 | 21,069 | 229.70 | |||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 168 | 150 | ||||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 371 | 2.49 | 332 | 34.96 | ||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 311 | 211 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 3,814 | 3,416 | ||||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 11,423 | 0.40 | 10,232 | 32.30 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 2,139 | 4.04 | 1,916 | 37.15 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 1,950 | 1,747 | ||||||
| 2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 36 | 0 | ||||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 754 | 7.87 | 675 | 42.11 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 389 | 348 | ||||||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,394 | 207.00 | 4,083 | 227.87 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 11,536 | 3.78 | 8,106 | -1.22 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 814,599 | 11.69 | 729,669 | 47.17 | ||||
| 2025-07-29 | NP | BIBL - Inspire 100 ETF | 12,715 | 12.06 | 9,624 | 19.64 | ||||
| 2025-05-29 | NP | AFVLX - 应用金融精选基金投资者类别 | 28,783 | 20.39 | 20,226 | 14.60 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 27,343 | 3.51 | 24,492 | 36.38 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 559 | 5.87 | 500 | 39.66 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 586 | 2.09 | 525 | 34.36 | ||||
| 2025-07-29 | NP | GLRY - Inspire Faithward Mid Cap Momentum ESG ETF | 3,168 | 9.09 | 2,398 | 16.47 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 235 | 210 | ||||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 5,389 | 16.57 | 4,079 | 24.48 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -1,415 | -18.58 | -994 | -22.53 | |||
| 2025-07-31 | 13F/A | 亚飞财富 | 32 | 39.13 | 0 | |||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 13,431 | 2.80 | 12,030 | 35.46 | ||||
| 2025-07-30 | 13F | 道德公司 | 16,302 | 4.10 | 14,507 | 35.74 | ||||
| 2025-07-29 | 13F | 哈钦森第一国民银行 | 224 | 201 | ||||||
| 2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 260 | 233 | ||||||
| 2025-04-29 | 13F | 佩森公司 | 74 | 270.00 | 50 | 316.67 | ||||
| 2025-08-25 | NP | 美国基金保险系列-新世界基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,801 | 277.83 | 6,092 | 398.04 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 53 | 0 | ||||||
| 2025-07-09 | 13F | 山地资本有限责任公司 | 2,188 | 0.69 | 1,959 | 32.63 | ||||
| 2025-08-06 | 13F | 沃克纳·康登财务顾问有限责任公司 | 258 | 231 | ||||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 1,819 | 3.35 | 1,629 | 36.20 | ||||
| 2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 242 | 217 | ||||||
| 2025-07-23 | 13F | 公平信托公司 | 3,664 | 20.09 | 3,282 | 58.20 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 1,918 | 7.21 | 1,718 | 41.28 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 25,961 | 4.12 | 23,254 | 37.19 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 271,947 | 5.12 | 243,594 | 38.51 | ||||
| 2025-06-25 | NP | EGOAX - 富国银行大盘核心基金 A 类 | 12,355 | 0.82 | 8,682 | -4.03 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 20,454 | 74.49 | 18,201 | 130.54 | ||||
| 2025-07-25 | NP | AUIAX - AB 股票收益基金公司 A 类 | 12,496 | 19.28 | 9,458 | 27.37 | ||||
| 2025-07-17 | 13F | 沃克资产管理有限责任公司 | 338 | 0.30 | 303 | 31.88 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -24 | -4.00 | -21 | 31.25 | |||
| 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 | 32,823 | 0.82 | 23,064 | -4.03 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 12,881 | 2.94 | 11,538 | 35.65 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 94 | 32.39 | 84 | 75.00 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 109 | 19.78 | 98 | 59.02 | ||||
| 2025-05-29 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 1,724 | 8.29 | 1,172 | -4.95 | ||||
| 2025-07-23 | 13F | Evexia 财富有限公司 | 17,829 | 5.82 | 16,601 | 40.08 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 546 | 6.43 | 489 | 40.52 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 2,745 | 53.44 | 2,459 | 102.14 | ||||
| 2025-05-27 | NP | GMEZX - 影响力股票基金投资者 | 1,557 | 1,058 | ||||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 27 | 28.57 | 24 | 71.43 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 31 | 82.35 | 27 | 145.45 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 255 | 10.87 | 228 | 46.15 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 379,500 | 53.27 | 339,933 | 101.96 | |||
| 2025-07-11 | 13F | 谢尔顿财富管理有限公司 | 563 | 1.44 | 504 | 33.69 | ||||
| 2025-07-29 | NP | PRBLX - Parnassus 核心股票基金投资者股票 | 430,715 | 0.14 | 385,809 | 31.94 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 3,618 | 5.36 | 3,241 | 38.82 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 423 | 222.90 | 320 | 247.83 | ||||
| 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 | 7 | 5 | ||||||
| 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 | 8,852 | 23.08 | 6,220 | 17.16 | ||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 245 | 202 | ||||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 19,017 | 5.66 | 14,394 | 12.82 | ||||
| 2025-08-11 | 13F | 奥尼尔全球顾问公司 | 1,522 | 1 | ||||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 6,939 | 0.43 | 6,216 | 32.35 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 297 | 0 | ||||||
| 2025-07-25 | 13F | CWM有限公司 | 4,962 | 33.78 | 4 | 100.00 | ||||
| 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 | 401 | 21.15 | 282 | 15.16 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 578 | 1.76 | 406 | -3.10 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 2,093 | 16.60 | 1,584 | 24.53 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 296,274 | 9.35 | 265,385 | 44.08 | ||||
| 2025-03-28 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 1,861 | 27.47 | 1,374 | 41.26 | ||||
| 2025-08-15 | 13F | 尼库斯基金融公司 | 561 | 1.26 | 502 | 33.51 |
