机构和基金投资人持股 - 买家
在金佰利克拉克公司中开设新头寸的主要持有者包括 COWZ - Pacer 美国现金牛 100 ETF, PCEQX - 胜利先锋股票收益基金C类, Glenmede投资管理有限公司, 中西部信托公司, 迪恩退休策略公司, 瑞穗证券美国有限公司, Fieldview 资本管理有限公司, BCS私人财富管理有限公司, SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级, 全国共同基金 - 全国美国 130/30 股票投资组合 R6 级, MASTERINVEST 资本投资有限公司, IMC-芝加哥有限责任公司, EFIV - Spdr S&p 500 Esg ETF, LMG 财富合作伙伴有限责任公司, LMR 合伙人律师事务所, 橡蓟有限责任公司, VM 曼宁公司, LMUSX - QS 美国大盘股票基金 FI 类, BTG Pactual SA 银行, 和 Arista 财富管理有限责任公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | 鼎石金融集团 | 3,188 | 5.01 | 411 | -4.64 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 9,614 | 42.77 | 1,264 | 31.39 | ||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 19,572 | 0.47 | 2,523 | -8.92 | ||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -481 | 261.65 | -62 | 244.44 | |||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 2,961 | 230.47 | 382 | 200.00 | ||||
2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 97 | 0 | ||||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,831 | 1,198.58 | 241 | 1,238.89 | ||||
2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 3,721 | 17.79 | 490 | 19.51 | ||||
2025-07-15 | 13F | 灰点有限责任公司 | 5,765 | 3.15 | 743 | -6.42 | ||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 487 | 88.03 | 63 | 70.27 | ||||
2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 2,000 | 258 | ||||||
2025-07-28 | NP | VCGAX - 成长与收益基金 | 6,076 | 23.50 | 873 | 25.07 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 8,254,137 | 4.61 | 1,065,423 | -5.29 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
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 | 168,460 | 0.90 | 21,718 | -8.53 | ||||
2025-07-15 | 13F | 麦克亚当有限责任公司 | 2,173 | 42.21 | 280 | 29.03 | ||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 3,800 | 31.03 | 490 | 18.69 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 1,673 | 216 | ||||||
2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 62,100 | 29.11 | 8,006 | 17.03 | ||||
2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 7,230 | 0.14 | 932 | -9.16 | ||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 85,748 | 5.91 | 11,055 | -4.00 | ||||
2025-08-14 | 13F | 货币概念资本公司 | 48,579 | 3.69 | 6,263 | -6.02 | ||||
2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 5,563 | 3.02 | 717 | -6.52 | ||||
2025-07-11 | 13F | 格罗夫银行与信托 | 3,857 | 0.76 | 497 | -8.64 | ||||
2025-05-09 | NP | 优势顾问 Xanthus 基金有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 6,510 | 2.79 | 839 | -6.78 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 22 | 175.00 | 3 | 100.00 | ||||
2025-08-06 | 13F | 华盛顿信托银行 | 4,222 | 0.62 | 544 | -8.72 | ||||
2025-06-27 | NP | ESGIX - Dana Epiphany ESG 股票基金机构类别股票 | 9,600 | 9.09 | 1,265 | 10.67 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 9,600 | 1,238 | |||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 5,231 | 8.41 | 674 | -1.75 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 1,800 | 232 | |||||
2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 1,712 | 4.01 | 221 | -5.98 | ||||
2025-07-17 | 13F | 帕克普雷斯资本公司 | 1,702 | 1,073.79 | 224 | 1,020.00 | ||||
2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 17,293 | 2,486 | ||||||
2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 2,359 | 2.25 | 304 | -7.32 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 3,154 | 6.84 | 407 | -3.10 | ||||
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 | 20 | 17.65 | 3 | 0.00 | ||||
2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 8,733 | 4.88 | 1,126 | -4.98 | ||||
2025-08-18 | 13F | 雷克斯福德资本公司 | 3,661 | 472 | ||||||
2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 18,465 | 3.30 | 2,381 | -6.37 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,888 | 11.19 | 243 | 0.83 | ||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 5,567 | 718 | ||||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 513 | 285.71 | 66 | 266.67 | ||||
2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 6,180 | 158.47 | 879 | 180.51 | ||||
2025-03-31 | 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 | 748,149 | 53.36 | 97,237 | 50.89 | ||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 74,903 | 2.04 | 9,871 | 3.46 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 25,274 | 47.93 | 3,233 | 34.37 | ||||
2025-08-06 | 13F | 价值财富顾问有限责任公司 | 100 | 7.53 | 13 | 0.00 | ||||
2025-07-18 | 13F | 信托金融公司 | 144,478 | 32.67 | 18,626 | 20.27 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 11,482,657 | 1.94 | 1,480,344 | -7.59 | ||||
2025-04-18 | NP | FLV - 美国世纪专注大盘价值 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 | 26,750 | 8.80 | 3,799 | 10.86 | ||||
2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 6,877 | 51.68 | 872 | 39.52 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 1,003,900 | 6.74 | 129,423 | -3.24 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 50,520 | 4.74 | 6,513 | -5.04 | ||||
2025-08-14 | 13F | SRN 顾问有限公司 | 5,872 | 5.18 | 757 | -4.66 | ||||
2025-08-14 | 13F | 德美银行 | 1,575 | 203 | ||||||
2025-06-26 | NP | MSTMX - 晨星多部门债券基金 | 356 | 33.83 | 47 | 35.29 | ||||
2025-07-22 | 13F | 团队金融集团有限责任公司 | 4 | 1 | ||||||
2025-08-20 | 13F | 君主资本管理公司/ | 4,372 | 1.89 | 568 | -7.49 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 1,228 | 13.70 | 158 | 3.27 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 2,357,258 | 1.06 | 303,882 | -8.39 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -37,728 | -44.82 | -4,864 | -49.99 | |||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 3,298 | 2.14 | 425 | -7.41 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 705 | 91 | ||||||
2025-07-30 | NP | CCMG-CCM全球股票ETF | 27,166 | 0.34 | 3,905 | 1.59 | ||||
2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 146 | 19 | ||||||
2025-08-01 | 13F | Envestnet资产管理公司 | 555,584 | 60.00 | 71,626 | 45.03 | ||||
2025-03-31 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,614 | 1,250 | ||||||
2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 2,337 | 5.37 | 301 | -4.44 | ||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 502 | 71 | ||||||
2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 42,797 | 0.15 | 5,517 | -9.22 | ||||
2025-08-12 | 13F | 摩根大通公司 | 2,335,880 | 9.62 | 301,150 | -0.63 | ||||
2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 17,614 | 1.92 | 2,271 | -7.61 | ||||
2025-08-12 | 13F | 催化剂基金管理有限公司 | 11,275 | 571.13 | 1,454 | 510.50 | ||||
2025-07-16 | 13F | 西科资本有限责任公司 | 223 | 0.45 | 29 | -9.68 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 71 | 9 | ||||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 8,374 | 1.45 | 1,080 | -8.01 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 17,120 | 209.47 | 2,207 | 204.83 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 5,736 | 5.40 | 739 | -4.40 | ||||
2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 78,478 | 87.42 | 10,117 | 69.89 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 2,311 | 0.78 | 329 | 9.33 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone 财富管理集团 | 1,745 | 1.69 | 225 | -7.82 | ||||
2025-08-12 | 13F | 石板石财富有限责任公司 | 51,131 | 1.41 | 7 | -14.29 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 2,251 | 5.33 | 290 | -4.29 | ||||
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 | 18 | 2 | ||||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 10,250 | 0.19 | 1,351 | 1.58 | ||||
2025-08-12 | 13F | 企业金融服务公司 | 2,531 | 2.26 | 326 | -7.12 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 207 | 989.47 | 27 | 1,200.00 | ||||
2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 4,797 | 46.79 | 618 | 33.19 | ||||
2025-06-27 | NP | RCGE-RockCreek全球平等ETF | 2,567 | 338 | ||||||
2025-08-14 | 13F | 德肖公司 | Call | 75,000 | 9,669 | |||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 223 | 29 | ||||||
2025-08-13 | 13F | 河路资产管理有限责任公司 | 85,842 | 1.75 | 10,698 | -10.84 | ||||
2025-07-15 | 13F | 杰普森财富管理有限公司 | 8,041 | 0.01 | 1,037 | -9.36 | ||||
2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 3,938 | 0.36 | 508 | -9.14 | ||||
2025-08-11 | 13F | LSV资产管理 | 40,500 | 5 | ||||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 16,607 | 4.47 | 2,141 | -5.27 | ||||
2025-08-14 | 13F | 全球战略顾问有限责任公司 | 9,017 | 4.57 | 1,162 | -5.22 | ||||
2025-06-27 | NP | VLLU-Harbor AlphaEdge 大盘价值 ETF | 86 | 4.88 | 11 | 10.00 | ||||
2025-07-18 | 13F | 社区银行与信托,德克萨斯州韦科 | 2,707 | 1.81 | 0 | |||||
2025-08-12 | 13F | 伊芙琳合伙投资管理(欧洲)有限公司 | 1,560 | 912.99 | 201 | -9.05 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 17,713 | 48.55 | 2,284 | 46.16 | ||||
2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 37,779 | 2.96 | 4,870 | -6.67 | ||||
2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 4,300 | 0.12 | 554 | -9.18 | ||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 2,201 | 3.67 | 284 | -5.98 | ||||
2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 3,088 | 0.32 | 398 | -8.92 | ||||
2025-08-04 | 13F | AMG 国家信托银行 | 11,509 | 0.99 | 1,484 | -8.46 | ||||
2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,065 | 15.89 | 137 | 5.38 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 49,667 | 1.17 | 6,403 | -8.29 | ||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 28,868 | 4.42 | 3,804 | 5.87 | ||||
2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 20 | 3 | ||||||
2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 7,342 | 14.81 | 1 | |||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 2,380,714 | 11.25 | 304,969 | -0.03 | ||||
2025-08-13 | 13F | 信托集团有限责任公司 | 6,893 | 5.40 | 889 | -4.52 | ||||
2025-08-14 | 13F | Synovus金融公司 | 70,102 | 1.35 | 9,039 | -8.12 | ||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 5,075 | 2.13 | 632 | -3.36 | ||||
2025-07-30 | 13F | 基石咨询有限责任公司 | 1,669 | 1.64 | 215 | -1.38 | ||||
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 | 456,592 | 11.50 | 58,864 | 1.07 | ||||
2025-08-13 | 13F | 全地形财务顾问有限责任公司 | 25,152 | 0.03 | 3,243 | -9.34 | ||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 216 | 5.88 | 31 | 10.71 | ||||
2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 3,413 | 13.28 | 440 | 2.80 | ||||
2025-08-25 | 13F | 支点股权管理 | 1,662 | 214 | ||||||
2025-06-26 | NP | FLRG - 富达美国多因素 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 | 14,150 | 37.29 | 1,865 | 39.21 | ||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 40,014 | 4.63 | 5,159 | -5.17 | ||||
2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 股息股票 ETF | 22,479 | 4.97 | 3,232 | 6.25 | ||||
2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 23,330 | 2.80 | 3,354 | 4.07 | ||||
2025-08-05 | 13F | 核心另类资本 | 562 | 72 | ||||||
2025-07-14 | 13F | 梅森有限责任公司 | 6,269 | 0.08 | 808 | -9.21 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 28,526 | 0.49 | 3,678 | -8.92 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 1,230,862 | 64.43 | 158,683 | 49.06 | ||||
2025-08-12 | 13F | 改变路径有限责任公司 | 17,308 | 16.89 | 2,231 | 5.99 | ||||
2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 11 | 175.00 | 2 | |||||
2025-08-12 | 13F | 地平线金融服务有限公司 | 14 | 100.00 | 2 | |||||
2025-08-14 | 13F | Fieldview 资本管理有限公司 | 22,562 | 2,909 | ||||||
2025-07-29 | NP | JIAFX - 收益分配基金A类 | 1,540 | 2.19 | 221 | 3.27 | ||||
2025-07-25 | 13F | 资产规划有限公司 | 7,012 | 0.01 | 904 | -9.33 | ||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 163,300 | 35.29 | 21,053 | 22.64 | ||||
2025-08-11 | 13F | Pin Oak 投资顾问公司 | 85 | 142.86 | 0 | |||||
2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 2,327 | 1.93 | 300 | -7.72 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 14,640 | 4.30 | 1,887 | -5.46 | ||||
2025-07-10 | 13F | 信号顾问财富有限责任公司 | 1,839 | 237 | ||||||
2025-07-30 | 13F | 驱动财富管理有限公司 | 2,171 | 4.58 | 283 | -4.71 | ||||
2025-07-10 | 13F | 信任点公司 | 7,859 | 6.48 | 1,013 | -3.43 | ||||
2025-08-29 | NP | Aim 可变保险基金(景顺可变保险基金)- Invesco Vi 等权重标普 500 基金系列 I | 7,148 | 10.17 | 922 | -0.11 | ||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 6,531 | 5.29 | 842 | -4.65 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -13,366 | 46.48 | -1,723 | 32.85 | |||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 11,433 | 0.32 | 1,474 | -9.07 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 711 | 75.56 | 92 | 59.65 | ||||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 10,639 | 20.51 | 1,372 | 9.24 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 263,722 | 5.52 | 34 | -5.71 | ||||
2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 877 | 53.32 | 113 | 39.51 | ||||
2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 31,108 | 1.44 | 4,099 | 2.86 | ||||
2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 130,117 | 4.64 | 16,775 | -5.15 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 175,937 | 21.99 | 22,682 | 10.59 | ||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 87,952 | 2.98 | 11,576 | -5.23 | ||||
2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 4,015 | 0.60 | 529 | -2.04 | ||||
2025-07-09 | 13F | 网关投资顾问有限公司 | 17,495 | 10.96 | 2,255 | 0.58 | ||||
2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 368,161 | 10.27 | 47,478 | -0.01 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 80,103 | 2.10 | 10,327 | -7.45 | ||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 100,492 | 82.37 | 12,955 | 184,971.43 | ||||
2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 10,341 | 24.07 | 1,363 | 25.76 | ||||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 5,075 | 0.26 | 654 | -9.04 | ||||
2025-07-22 | NP | DGEFX - 目的地股票收益基金 I 类 | 9,575 | 8.31 | 1,377 | 7.67 | ||||
2025-07-18 | 13F | 权力咨询集团有限责任公司 | 4,539 | 1.52 | 585 | -7.87 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 10,679 | 1,377 | ||||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 29,575 | 8.24 | 3,813 | -0.86 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 8,921 | 0.17 | 1,150 | -9.16 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 51,200 | 34.74 | 6,601 | 22.13 | |||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 72,763 | 0.36 | 9,381 | -9.03 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 57,900 | 3.39 | 7,464 | -6.28 | |||
2025-07-11 | 13F | 赖特投资者服务公司 | 2,251 | 2.13 | 290 | -7.35 | ||||
2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 39,868 | 0.46 | 5,140 | -8.95 | ||||
2025-08-13 | 13F | 约翰逊金融集团公司 | 11,070 | 17.89 | 1,441 | 6.98 | ||||
2025-08-06 | 13F | 稳健金融策略集团有限责任公司 | 5,472 | 3.60 | 705 | -6.13 | ||||
2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 51,439 | 6,632 | ||||||
2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 548,646 | 2.81 | 70,731 | -6.80 | ||||
2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 7,665 | 1.55 | 988 | -7.92 | ||||
2025-06-30 | NP | COWZ - Pacer 美国现金牛 100 ETF | 1,275,016 | 168,022 | ||||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 387,578 | 4.28 | 49,967 | -5.47 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 58,437 | 1.45 | 7,701 | 2.86 | ||||
2025-08-14 | 13F | 沙山全球顾问有限公司 | 42,026 | 2.66 | 5,418 | -6.96 | ||||
2025-08-04 | 13F | 银海岸投资有限责任公司 | 1,880 | 11.37 | 242 | 0.83 | ||||
2025-08-04 | 13F | 经济金融服务公司 | 10,230 | 1,319 | ||||||
2025-07-24 | 13F | 祖洛投资集团有限公司 | 3,034 | 0.73 | 391 | -8.64 | ||||
2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 29,166 | 3.79 | 3,760 | -5.91 | ||||
2025-06-25 | NP | FSTA - 富达 MSCI 必需消费品指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 155,314 | 7.52 | 20,467 | 9.02 | ||||
2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 2,400 | 345 | ||||||
2025-07-28 | 13F | 晨星投资管理有限责任公司 | 3,765 | 0 | ||||||
2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 1,290 | 14.26 | 185 | 15.63 | ||||
2025-08-29 | NP | RAA - SMI 3Fourteen 真实资产配置 ETF SMI 3Fourteen 真实资产配置 ETF | 8 | 1 | ||||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 28,118 | 22.94 | 3,625 | 11.44 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 25,401 | 26.68 | 3,275 | 14.84 | ||||
2025-08-01 | 13F | 达美投资管理有限责任公司 | 1,959 | 1.77 | 253 | -7.69 | ||||
2025-08-08 | 13F | 托巴姆 | 544 | 12.40 | 0 | |||||
2025-07-15 | 13F | 重要财富合作伙伴有限责任公司 | 2,804 | 3.35 | 361 | -6.23 | ||||
2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 4,220 | 544 | ||||||
2025-08-13 | 13F | 麦肯齐金融公司 | 80,853 | 0.48 | 10,424 | -8.92 | ||||
2025-08-04 | 13F | 精明顾问公司 | 2,470 | 62.71 | 318 | 47.91 | ||||
2025-08-04 | 13F | Lm Kohn 公司 | 1,803 | 18.93 | 232 | 7.91 | ||||
2025-08-11 | 13F | 沃杜州银行 | 21,361 | 36.92 | 3 | 0.00 | ||||
2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 11,167 | 218.69 | 1,440 | 188.96 | ||||
2025-07-17 | 13F | 罗利资本管理公司 | 8,421 | 252.64 | 1,086 | 220.06 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 315,875 | 1.08 | 40,723 | -8.38 | ||||
2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 491 | 65 | ||||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 1,550 | 93.27 | 204 | 96.15 | ||||
2025-08-08 | 13F | 萨米特里有限公司 | 44,519 | 13.66 | 5,739 | 3.03 | ||||
2025-07-14 | 13F | 卡皮塔罗投资有限公司 | 2,122 | 274 | ||||||
2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 52,000 | 49.43 | 6,704 | 35.44 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 595 | 66.67 | 77 | 52.00 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 90,216 | 0.22 | 11,631 | -9.15 | ||||
2025-08-27 | NP | VMVIX - 先锋中盘价值指数基金投资者股票 | 2,094,391 | 96.87 | 270,009 | 78.46 | ||||
2025-07-31 | 13F | MQS 管理有限责任公司 | 2,120 | 273 | ||||||
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 | 1,352 | 53.64 | 194 | 56.45 | ||||
2025-08-14 | 13F | 农林中金银行 | 17,158 | 32.62 | 2,212 | 20.22 | ||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 591 | 0.17 | 76 | -8.43 | ||||
2025-07-30 | NP | LSOFX - LS 机会基金 - 机构类别 | Short | -10,118 | -1,455 | |||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 1,564 | 202 | ||||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 1,827 | 8.81 | 236 | -1.26 | ||||
2025-07-08 | 13F | 第一国民军 /ma/ /adv | 2,722 | 0.04 | 351 | -9.33 | ||||
2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,151 | 61.76 | 406 | 46.57 | ||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 16,822 | 12.98 | 2,169 | 2.41 | ||||
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 | 12 | 20.00 | 2 | 0.00 | ||||
2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 108,289 | 6.77 | 13,961 | -3.21 | ||||
2025-07-22 | 13F | 格莱姆斯公司 | 148,406 | 4.38 | 19,133 | -5.38 | ||||
2025-08-04 | 13F | 俄亥俄州 | 101,936 | 12.79 | 13,142 | 2.24 | ||||
2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 2,327 | 2.56 | 300 | -7.14 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 158,557 | 3.75 | 20 | -4.76 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 5,548 | 629.04 | 731 | 645.92 | ||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 828 | 0.85 | 107 | -8.62 | ||||
2025-07-25 | 13F | 捐赠财富管理公司 | 2,578 | 0.94 | 332 | -8.54 | ||||
2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 68,958 | 7.70 | 9,087 | 9.21 | ||||
2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 33,138 | 1.79 | 4,272 | -7.73 | ||||
2025-08-25 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 31,200 | 8.71 | 4,022 | -1.45 | ||||
2025-07-16 | 13F | 老北州财富管理有限责任公司 | 2,003 | 10.36 | 258 | 0.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/American Century 中型价值投资组合 IB 级 | 64,395 | 23.81 | 8,302 | 12.22 | ||||
2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 128 | 8.47 | 17 | 0.00 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 781 | 0.26 | 101 | -9.09 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 7,848 | 2.79 | 1,012 | -6.82 | ||||
2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 16,683 | 2,398 | ||||||
2025-08-18 | 13F | 老北州信托有限责任公司 | 2,834 | 1.76 | 0 | |||||
2025-08-08 | 13F | 策略财富顾问有限责任公司 | 2,172 | 8.11 | 280 | -1.75 | ||||
2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 3,142 | 445.49 | 452 | 456.79 | ||||
2025-07-22 | 13F | UniSuper管理有限公司 | 227,538 | 0.15 | 29,334 | -9.21 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 62,353 | 32.23 | 8,217 | 34.07 | ||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 3,773 | 0.03 | 486 | -9.33 | ||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 366,757 | 38.87 | 47,282 | 25.89 | ||||
2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 3,792 | 0.21 | 489 | -9.29 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 17,165 | 1.30 | 2,213 | -8.18 | ||||
2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 5,600 | 122.22 | 1 | |||||
2025-07-25 | 13F | 理查森金融服务公司 | 200 | 8.11 | 26 | 0.00 | ||||
2025-08-14 | 13F | 法灵顿资本有限公司 | 10,357 | 438.59 | 1,335 | 389.01 | ||||
2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 1,034 | 5.19 | 149 | 6.47 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 2,253 | 22.65 | 293 | 12.26 | ||||
2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 11,125 | 77.86 | 1,466 | 73.70 | ||||
2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 1,732 | 0.64 | 223 | -8.61 | ||||
2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 528,881 | 1.96 | 68,183 | -7.58 | ||||
2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,840 | 31.66 | 4,328 | 33.51 | ||||
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 | 81,904 | 0.91 | 10,793 | 2.31 | ||||
2025-07-30 | 13F | 生命财富投资有限公司 | 2,139 | 34.61 | 276 | 21.68 | ||||
2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 209 | 1.95 | 27 | 0.00 | ||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 39,667 | 29.85 | 5,115 | 17.73 | ||||
2025-07-22 | 13F | Gsa资本合伙公司 | 4,482 | 105.97 | 1 | |||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 17,568 | 13.63 | 2,265 | 3.00 | ||||
2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 167,945 | 0.70 | 24,144 | 1.94 | ||||
2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 2,105 | 17.93 | 271 | 7.11 | ||||
2025-07-31 | 13F | 三井住友信托控股公司 | 826,933 | 2.18 | 106,608 | -7.38 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 217,719 | 0.86 | 28,068 | -8.57 | ||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 5,084 | 14.66 | 650 | 4.33 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 4,500 | 12.50 | 580 | 2.11 | |||
2025-09-04 | 13F/A | 顾问集团控股公司 | 142,545 | 15.31 | 18,521 | 5.24 | ||||
2025-06-26 | NP | USISX - 收益股票基金份额 | 305,948 | 42.45 | 40,318 | 44.44 | ||||
2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 7,666 | 0.89 | 998 | -8.53 | ||||
2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,887 | 2.50 | 3,578 | 3.77 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 6,779 | 9.98 | 874 | 8.58 | ||||
2025-07-11 | 13F | 国际私人财富顾问有限公司 | 2,100 | 17.98 | 271 | 6.72 | ||||
2025-08-07 | 13F | 第1620章 | 3,668 | 3.56 | 473 | -6.16 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 22,020 | 52.22 | 3 | 0.00 | ||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 733 | 44.58 | 94 | 30.56 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 16,151 | 2.73 | 2,082 | -6.85 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 50,334 | 2.71 | 6,489 | -6.89 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 2,801 | 32.18 | 361 | 19.93 | ||||
2025-08-13 | 13F | 丰业资本公司 | 28,916 | 10.66 | 3,728 | 0.30 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 29,900 | 550.00 | 3,855 | 489.30 | |||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 11,857 | 6.72 | 1,705 | 8.05 | ||||
2025-07-11 | 13F | 兰兹金融有限责任公司 | 1,874 | 242 | ||||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 149,060 | 13.58 | 19,217 | 2.96 | ||||
2025-08-07 | 13F | 财务演讲公司 | 377 | 49 | ||||||
2025-08-19 | NP | 西北互助系列基金公司 - 股票收益投资组合 | 97,260 | 3.13 | 12,539 | -6.52 | ||||
2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 3,337 | 0.06 | 430 | -9.28 | ||||
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 | 63,452 | 1.94 | 8,180 | -7.59 | ||||
2025-08-04 | 13F | KLCM 顾问公司 | 19,530 | 487.37 | 2,518 | 433.26 | ||||
2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 17,563 | 9.52 | 2,314 | 11.04 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 113,665 | 25.70 | 14,654 | 13.94 | ||||
2025-07-15 | 13F | 退休人员方程式有限责任公司 | 7,787 | 9.63 | 1,004 | -0.69 | ||||
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 | 4,184,858 | 0.20 | 601,615 | 1.43 | ||||
2025-07-23 | 13F | 戈德西和吉布事务所 | 150,471 | 0.90 | 19,399 | -8.53 | ||||
2025-07-24 | 13F | 强塔咨询服务 | 17,801 | 8.96 | 2,295 | 4.37 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 30 | 20.00 | 4 | 0.00 | ||||
2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 26,295 | 4.29 | 3,390 | -5.47 | ||||
2025-08-11 | 13F | YD摩尔投资有限公司 | 1,081 | 21.87 | 138 | 9.52 | ||||
2025-08-07 | 13F | 米德资产管理公司 | 3,900 | 0.18 | 503 | -9.22 | ||||
2025-07-11 | 13F | 贝尔银行 | 48,358 | 8.56 | 6,234 | -1.59 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 11,733 | 3.53 | 1,513 | -6.15 | ||||
2025-03-31 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,069 | 83.66 | 3,518 | 77.95 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 820 | 106.03 | 118 | 108.93 | ||||
2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 364,804 | 1.35 | 48,074 | 2.76 | ||||
2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 2,691 | 0.07 | 347 | -9.42 | ||||
2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 2,302 | 16.38 | 294 | 11.79 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 495,914 | 1.79 | 54,465 | -15.09 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 763,129 | 26.11 | 98,383 | 14.31 | ||||
2025-07-28 | NP | ERBAX - 伊顿万斯理查德伯恩斯坦股票策略基金 A 类 | 19,600 | 2,818 | ||||||
2025-08-14 | 13F | 信托信托公司 | 29,113 | 0.67 | 3,753 | -8.73 | ||||
2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 3,835 | 21.09 | 551 | 22.72 | ||||
2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 24,702 | 1.45 | 3,255 | 2.88 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 363,919 | 7.28 | 46,923 | -2.74 | ||||
2025-08-13 | 13F | 景顺有限公司 | 6,097,800 | 4.64 | 786,128 | -5.15 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -25,289 | 73.77 | -3,260 | 57.56 | |||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 42,495 | 0.83 | 5,478 | -8.61 | ||||
2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 33 | 10.00 | 4 | 0.00 | ||||
2025-08-29 | 13F | Evolution Wealth Management公司 | 21 | 3 | ||||||
2025-07-29 | 13F | 私人信托公司 | 5,910 | 19.44 | 762 | 8.25 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 402 | 3.61 | 52 | -7.27 | ||||
2025-08-14 | 13F | 联信银行 | 201,965 | 9.11 | 26,037 | -1.10 | ||||
2025-07-17 | 13F | 第一乡村银行 /CT/ | 2,552 | 4.08 | 329 | -5.46 | ||||
2025-07-30 | 13F | 廉洁顾问公司 | 2,396 | 15.75 | 309 | 4.76 | ||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 3,383 | 436 | ||||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,000 | 3.90 | 288 | 5.13 | ||||
2025-08-26 | NP | QAAHCX - T. Rowe 价格股票收益投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 104,220 | 4.85 | 13,436 | -4.95 | ||||
2025-08-14 | 13F | 夏威夷银行 | 7,517 | 2.40 | 969 | -7.18 | ||||
2025-08-05 | 13F | 桥水顾问公司 | 2,932 | 20.36 | 305 | -4.40 | ||||
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 | 118,527 | 19.57 | 15,280 | 8.39 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 中型价值基金初始类别 | 24,901 | 17.99 | 3,210 | 6.96 | ||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,848 | 6.88 | 266 | 8.16 | ||||
2025-07-25 | 13F | 明思投资有限公司 | 1,856 | 0.49 | 239 | -8.78 | ||||
2025-08-15 | 13F | 摩根士丹利 | 5,886,912 | 9.84 | 758,941 | -0.43 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 51,595 | 3.71 | 6,652 | -5.99 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 1,209,815 | 25.13 | 155,969 | 13.43 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 2,501 | 83.09 | 330 | 85.88 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -268 | -35 | |||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 2,358 | 304 | ||||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 2,090 | 19.50 | 269 | 8.47 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 83 | 11 | ||||||
2025-08-04 | 13F | Savoir Faire 资本管理有限合伙人 | 10,332 | 1,332 | ||||||
2025-08-13 | 13F | 资本研究全球投资者 | 1,490,267 | 0.15 | 192,125 | -9.22 | ||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 874 | 113 | ||||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | 9,947 | 1,282 | ||||||
2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 736,018 | 0.21 | 96,992 | 1.60 | ||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 35,111 | 5.18 | 4,527 | -4.66 | ||||
2025-08-08 | 13F | 包装管理公司 | 1,748 | 225 | ||||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 51,946 | 7.66 | 6,697 | -2.40 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 15,700 | 17.16 | 2,024 | 6.25 | |||
2025-08-15 | NP | MBOVX - M 大盘价值基金 | 5,900 | 13.46 | 761 | 2.84 | ||||
2025-08-08 | 13F | 美好生活顾问有限责任公司 | 1,676 | 5.61 | 216 | -4.00 | ||||
2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 5,613 | 7.14 | 807 | 8.48 | ||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 125,114 | 40.17 | 16,488 | 42.13 | ||||
2025-07-17 | 13F | LVW 顾问有限责任公司 | 10,327 | 16.65 | 1,331 | 5.72 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 2 | ||||||
2025-07-22 | 13F | Eads & Heald 财富管理 | 6,717 | 11.15 | 1 | |||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 10,265 | 4.22 | 1,336 | -5.38 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 58,672 | 20.72 | 7,499 | 9.65 | ||||
2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,160,000 | 1.17 | 278,467 | -8.29 | ||||
2025-06-27 | NP | HAPI - 港湾企业文化ETF | 5,684 | 14.55 | 749 | 16.30 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 11,876 | 0.64 | 1,531 | -8.76 | ||||
2025-07-15 | 13F | 佩恩·戴维斯·麦克法兰公司 | 13,760 | 0.06 | 1,774 | -9.31 | ||||
2025-07-18 | 13F | 邮政银行资产管理公司 | 106,881 | 1.30 | 13,779 | -8.18 | ||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 6,567 | 17.39 | 847 | 6.42 | ||||
2025-08-29 | NP | LSIOX - Loomis Sayles 高收入机会基金机构类别 | 1,818 | 90.57 | 234 | 73.33 | ||||
2025-08-28 | NP | SPYD - SPDR(R) 投资组合 S&P 500 高股息 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 709,459 | 3.21 | 91,463 | -6.44 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 80 | 11 | ||||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 773,919 | 29.91 | 99,774 | 17.76 | ||||
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 | 1,000 | 20.63 | 132 | 22.43 | ||||
2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,467 | 5.06 | 1,478 | -4.77 | ||||
2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 367,551 | 1.16 | 47,385 | -7.32 | ||||
2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 10,728 | 2.68 | 1,383 | -6.87 | ||||
2025-08-14 | 13F | 迪尔伯恩合伙公司 | 32,018 | 2.60 | 4,128 | -7.01 | ||||
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 | 77,046 | 5.76 | 11,076 | 7.07 | ||||
2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 2,847 | 11.52 | 367 | 1.10 | ||||
2025-07-22 | 13F | 火棘财富合作伙伴有限公司 | 2,370 | 0.89 | 306 | -8.68 | ||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 9,532 | 0.14 | 1,229 | -9.24 | ||||
2025-08-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 3,883 | 82.04 | 501 | 65.02 | ||||
2025-05-27 | NP | FCFY - First Trust S&P 500 多元化自由现金流 ETF | 51 | 2.00 | 7 | 16.67 | ||||
2025-08-19 | 13F | 安佳投资管理有限公司 | 18,930 | 6.85 | 2,440 | -3.14 | ||||
2025-07-23 | 13F | 瓦尔马克顾问公司 | 3,670 | 0.85 | 473 | -8.51 | ||||
2025-08-11 | 13F | 信托银行 | 3,202 | 40.19 | 413 | 27.16 | ||||
2025-08-01 | 13F | 双湖资本管理有限公司 | 2,922 | 1.00 | 193 | -7.69 | ||||
2025-07-14 | 13F | 富达财富管理 | 434 | 1,105.56 | 56 | 1,000.00 | ||||
2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 67,219 | 3.74 | 8,738 | -5.89 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,841 | 2.85 | 237 | -6.69 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 1,903 | 13.00 | 245 | 2.51 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 5,282 | 16.39 | 696 | 18.17 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 28,981 | 559.26 | 3,736 | 497.76 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 24,288 | 16.84 | 3,131 | 5.92 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 11 | 120.00 | 1 | |||||
2025-07-31 | 13F | WFA资产管理公司 | 3,113 | 0.94 | 430 | 8.04 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 201,496 | 0.59 | 25,977 | -8.82 | ||||
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 | 9,077 | 23.60 | 1,196 | 25.37 | ||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 9,226 | 1,189 | ||||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 8,073 | 3.30 | 1,041 | 1.56 | ||||
2025-05-23 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 30,661 | 2.61 | 4,361 | 11.37 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1,634 | 10.03 | 136 | 206.82 | ||||
2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 30 | 4 | ||||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,712 | 18.89 | 222 | 7.77 | ||||
2025-08-06 | 13F | 布鲁克特里资本管理公司 | 2,000 | 258 | ||||||
2025-07-29 | NP | VCSAX - 先锋消费必需品指数基金 Admiral Shares | 1,036,392 | 2.52 | 148,992 | 3.78 | ||||
2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 17,864 | 2.20 | 2,354 | 3.65 | ||||
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 | 9,468 | 1.58 | 1,248 | 2.97 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 284,655 | 44.35 | 37 | 28.57 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 1,104 | 15.12 | 145 | 16.94 | ||||
2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 359,452 | 2.20 | 46,341 | -7.36 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 14,055 | 0.75 | 1,852 | 2.15 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 2,785 | 35.46 | 359 | 22.95 | ||||
2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 2,842 | 37.83 | 375 | 27.99 | ||||
2025-08-11 | 13F | 展望财富顾问有限责任公司 | 3,651 | 0.03 | 471 | -9.44 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 2,096 | 86.64 | 270 | 69.81 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 587,978 | 46.19 | 76 | 31.58 | ||||
2025-07-16 | 13F | 达科他财富管理 | 20,816 | 0.17 | 2,684 | -9.20 | ||||
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 | 332,054 | 2.09 | 47,736 | 3.35 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 22,577 | 1.12 | 2,975 | 2.55 | ||||
2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 7,964 | 30.56 | 1,049 | 32.45 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 5,950 | 6.48 | 767 | -3.40 | ||||
2025-07-15 | 13F | 诺登集团有限公司 | 6,443 | 12.66 | 831 | 2.09 | ||||
2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 769 | 6.81 | 111 | 7.84 | ||||
2025-07-31 | 13F | 联合投资顾问有限公司 | 76,036 | 2.50 | 9,803 | -7.08 | ||||
2025-07-16 | 13F | TCI 财富顾问公司 | 20,207 | 0.07 | 2,605 | -9.27 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 26,944 | 5.28 | 3,474 | -4.56 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类 | 314,925 | 6.69 | 40,600 | -3.29 | ||||
2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 22,791 | 6.44 | 3,276 | 7.76 | ||||
2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 6 | 50.00 | 1 | |||||
2025-07-15 | 13F | 卡尔金融集团公司 | 1,864 | 0.81 | 240 | -8.40 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 215,364 | 3.16 | 28,381 | 4.60 | ||||
2025-07-30 | 13F | Exencial 财富顾问有限公司 | 1,854 | 4.45 | 239 | -5.56 | ||||
2025-07-28 | NP | UGE - ProShares 超级消费品 | 1,431 | 96.84 | 206 | 99.03 | ||||
2025-07-14 | 13F | 金州股权合伙人 | 5,969 | 93.30 | 770 | 75.17 | ||||
2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 7,369 | 0.01 | 950 | -9.26 | ||||
2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 6,679 | 1.52 | 861 | -7.91 | ||||
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 | 1,821 | 79.59 | 240 | 82.44 | ||||
2025-07-10 | 13F | 卡德罗克资本管理公司 | 300 | 39 | ||||||
2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 10,033 | 1,293 | ||||||
2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 8,547 | 130.88 | 1,102 | 109.32 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 594 | 7.80 | 77 | -2.56 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 2,848 | 0.67 | 367 | -8.71 | ||||
2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 6,250 | 82.22 | 806 | 65.30 | ||||
2025-06-25 | NP | FXG - First Trust 必需消费品 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 | 33,576 | 77.41 | 4,425 | 79.91 | ||||
2025-05-12 | 13F | Ccm投资集团有限责任公司 | 27,166 | 10.64 | 3,823 | 19.18 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 消费品基金可变年金 | 975 | 1.25 | 126 | -8.09 | ||||
2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 6,179 | 32.09 | 797 | 19.70 | ||||
2025-08-25 | NP | 美国基金保险系列 - 美国中小型股票基金 4 类 | 801 | 21.00 | 103 | 9.57 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 37,994 | 22.84 | 4,892 | 12.38 | ||||
2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 35,184 | 2.42 | 4,536 | -7.16 | ||||
2025-07-02 | 13F | 第一金融银行-信托部 | 2,755 | 1.44 | 355 | -8.03 | ||||
2025-08-12 | 13F | 韦莱投资顾问 | 187,240 | 13.87 | 24,139 | 3.22 | ||||
2025-05-22 | NP | MDIV - 多资产多元化收益指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,789 | 0.59 | 1,534 | 9.18 | ||||
2025-07-09 | 13F | 捷克国家银行 | 81,107 | 6.46 | 10,456 | -3.49 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 13,611 | 2.85 | 1,755 | -6.80 | ||||
2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85,488 | 6.98 | 11,266 | 8.47 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 34,500 | 37.45 | 4,448 | 24.60 | ||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 22,944 | 7.73 | 2,982 | 3.69 | ||||
2025-08-14 | 13F | 采石场LP | 793 | 102 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 16,238 | 2,140 | ||||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 51,977 | 12.57 | 6,701 | 2.04 | ||||
2025-08-15 | NP | MTCGX - M 大盘成长基金 | 1,821 | 235 | ||||||
2025-07-18 | 13F | 影响资本合伙公司 | 6,753 | 2.01 | 871 | -7.55 | ||||
2025-07-30 | 13F | TFB 顾问有限责任公司 | 2,022 | 4.23 | 261 | -5.45 | ||||
2025-08-12 | 13F | 萨图纳资本公司 | 301,374 | 0.08 | 38,853 | -9.28 | ||||
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 | 141,325 | 3.50 | 20,317 | 4.77 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 51 | 7 | ||||||
2025-07-25 | 13F | 约翰逊投资顾问公司 | 12,298 | 0.38 | 1,585 | -9.01 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 36,736 | 8.02 | 4,736 | -2.07 | ||||
2025-08-15 | 13F | 乐观退休集团有限责任公司 | 18,058 | 0.19 | 2,328 | -9.17 | ||||
2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 1,777 | 0.17 | 229 | -9.13 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 8,544,432 | 5.55 | 1,102 | -4.34 | ||||
2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 7,169 | 75.75 | 924 | 59.31 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Call | 712,200 | 91,817 | |||||
2025-08-14 | 13F | Voya 财务顾问公司 | 2,365 | 18.96 | 302 | 8.24 | ||||
2025-07-25 | NP | SCHD - 嘉信美国股息股票 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 | 9,528,231 | 7.46 | 1,369,778 | 8.78 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 35,151 | 6.16 | 4,532 | -3.78 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 331 | 39.66 | 43 | 27.27 | ||||
2025-07-29 | 13F | 纬度顾问有限责任公司 | 1,759 | 0.06 | 227 | -9.60 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 100,921 | 3.58 | 13,011 | -6.11 | ||||
2025-07-17 | 13F | 格里森集团公司 | 268 | 0.75 | 35 | -8.11 | ||||
2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 1,789 | 44.51 | 231 | 30.68 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 5,736 | 161.56 | 739 | 137.62 | ||||
2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 12,100 | 8.04 | 1,560 | -2.07 | ||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 1,961 | 19.50 | 253 | 8.15 | ||||
2025-08-14 | 13F | 两个西格玛证券有限公司 | 29,698 | 593.23 | 3,829 | 528.57 | ||||
2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 2,240 | 55.56 | 289 | 41.18 | ||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 6,711 | 15.39 | 865 | 4.59 | ||||
2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 7,323,398 | 105.05 | 944,132 | 85.87 | ||||
2025-08-29 | NP | CANTOR SELECT 投资组合信托 - Cantor FBP 股票和股息加基金机构类别 | 11,000 | 15.79 | 1,418 | 4.96 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 8,673 | 16.07 | 1,247 | 17.44 | ||||
2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 3,961 | 1 | ||||||
2025-07-10 | 13F | 韦蒙特私人资本 | 9,227 | 20.66 | 1,213 | 13.58 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 1,075 | 9.36 | 175 | 210.71 | ||||
2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,274 | 28.82 | 164 | 17.14 | ||||
2025-08-14 | 13F | 都铎投资公司等 | 6,700 | 23.32 | 864 | 11.79 | ||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 26,843 | 2.42 | 3,859 | 3.65 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 35,400 | 453.12 | 4,564 | 401.43 | |||
2025-08-14 | 13F | 都铎投资公司等 | Put | 12,100 | 1,560 | |||||
2025-08-14 | 13F | 安盛公司 | 709,234 | 58.41 | 91,434 | 43.60 | ||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 13,236 | 234.66 | 1,706 | 203.56 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 54,072 | 16.95 | 6,978 | 6.50 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 6,022 | 51.08 | 776 | 37.10 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -77 | -10 | |||||
2025-06-24 | NP | SNXFX - 嘉信 1000 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 | 108,432 | 0.05 | 14,289 | 1.45 | ||||
2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,941 | 35.17 | 250 | 22.55 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 514 | 66 | ||||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 6,210 | 15.64 | 801 | 4.85 | ||||
2025-08-13 | 13F | 莫顿社区银行 | 22,593 | 2.92 | 2,913 | -6.70 | ||||
2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 3,605 | 1.12 | 465 | -8.48 | ||||
2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 12,946 | 3.30 | 1,669 | -7.38 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 438 | 32.33 | 56 | 19.15 | ||||
2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 42 | 10.53 | 6 | 20.00 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 17,398 | 12.28 | 2,243 | 1.77 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 21,712 | 5.85 | 3,121 | 7.18 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 76 | 204.00 | 10 | 200.00 | ||||
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 | 129 | 268.57 | 17 | 300.00 | ||||
2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 34,145 | 1.36 | 4,402 | -8.12 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 8,422 | 5.37 | 1,110 | 6.84 | ||||
2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 27,503 | 11.57 | 3,954 | 12.94 | ||||
2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 13,427 | 19.82 | 1,769 | 21.50 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,238 | 4.38 | 163 | 5.84 | ||||
2025-08-14 | 13F | BTG Pactual SA 银行 | 7,200 | 928 | ||||||
2025-08-13 | 13F | 第1832章 | 15,514 | 9.22 | 2,000 | -0.99 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 8,549 | 2.78 | 1,102 | -5.57 | ||||
2025-08-05 | 13F | SS&H 财务顾问公司 | 6,500 | 6.56 | 838 | |||||
2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 651 | 368.35 | 84 | 336.84 | ||||
2025-07-11 | 13F | 格兰特私人财富管理公司 | 1,854 | 239 | ||||||
2025-07-18 | 13F | Centricity 财富管理有限公司 | 1,100 | 0.27 | 142 | -9.62 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 29,582 | 2.50 | 3,814 | -7.09 | ||||
2025-08-05 | 13F | 百年银行/AR/ | 1,163 | 1.93 | 150 | -8.02 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 129,468 | 0.34 | 16,558 | -8.80 | ||||
2025-07-15 | 13F | Kwmg 有限公司 | 47,816 | 1.23 | 6,165 | -8.23 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 1,601 | 206 | ||||||
2025-07-16 | 13F | LS 投资顾问有限责任公司 | 14,533 | 4.91 | 1,874 | -4.92 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 16,693 | 43.24 | 2,394 | 55.29 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪中型股价值基金标准类 | 65,186 | 21.30 | 8,404 | 9.96 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 5 | 1 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 779 | 0.26 | 100 | -9.09 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 2,853 | 23.56 | 368 | 11.89 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 139,692 | 1.52 | 18,009 | -7.98 | ||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 36,479 | 229.26 | 5 | 300.00 | ||||
2025-07-21 | 13F | 克鲁斯银行及信托公司 | 3,348 | 2.67 | 432 | -6.91 | ||||
2025-08-12 | 13F | 神秘资产管理公司 | 19,033 | 0.04 | 2,454 | -9.32 | ||||
2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 109,097 | 1.04 | 14,065 | -8.41 | ||||
2025-08-04 | 13F | 罗布尔·贝尔科公司 | 237 | 0.85 | 0 | |||||
2025-07-01 | 13F | 港口投资咨询有限公司 | 4,919 | 7.64 | 634 | -2.31 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 3,826,082 | 25.23 | 493,258 | 13.52 | ||||
2025-06-27 | NP | YOKE——Yoke核心ETF | 1,160 | 153 | ||||||
2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 5,840 | 5.80 | 831 | 14.80 | ||||
2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 139 | 18 | ||||||
2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 26,857 | 31.98 | 3,462 | 19.63 | ||||
2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 110 | 11.11 | 14 | 0.00 | ||||
2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 23,385 | 5.05 | 3,015 | -4.80 | ||||
2025-07-25 | 13F | RHS 金融有限责任公司 | 1,618 | 209 | ||||||
2025-07-08 | 13F | 金石金融集团有限公司 | 3,078 | 20.52 | 407 | 11.85 | ||||
2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 34,917 | 10.12 | 4,501 | -0.18 | ||||
2025-08-13 | 13F | 皇家基金管理有限责任公司 | 29,914 | 6.10 | 3,859 | -5.21 | ||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 5,472 | 12.04 | 705 | 1.59 | ||||
2025-08-08 | 13F | 认可投资者公司 | 1,834 | 0.11 | 236 | -9.23 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 88,023 | 12.21 | 11,600 | 13.77 | ||||
2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 2,769 | 357 | ||||||
2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 61,355 | 49.52 | 7,910 | 35.54 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 8,210 | 0.42 | 1,082 | 1.79 | ||||
2025-08-13 | 13F | F/M 投资有限责任公司 | 11,146 | 0.07 | 1,437 | -9.34 | ||||
2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 3,457 | 29.82 | 446 | 17.72 | ||||
2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 641,848 | 13.81 | 92,272 | 15.21 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 3,722 | 480 | ||||||
2025-08-18 | 13F | Onefund有限责任公司 | 884 | 0 | ||||||
2025-07-29 | 13F | 积极财富管理 | 297 | 312.50 | 38 | 280.00 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 14,675 | 9.73 | 1,892 | -0.58 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 254,304 | 6.47 | 32,785 | -3.49 | ||||
2025-08-26 | NP | TEXN - iShares 德州股票 ETF | 686 | 88 | ||||||
2025-08-11 | 13F | 科维斯特有限公司 | 271 | 1.50 | 0 | |||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 43,669 | 7.08 | 5,630 | -2.95 | ||||
2025-08-14 | 13F | 嘉德财富管理有限公司 | 16,182 | 0.73 | 2,086 | -8.67 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 871,673 | 5.79 | 112,377 | -4.10 | ||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 192 | 20.75 | 25 | 9.09 | ||||
2025-08-01 | 13F | 招牌财富管理集团 | 32,151 | 0.12 | 4,145 | -9.24 | ||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 55 | 14.58 | 7 | 16.67 | ||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 27,930 | 5.61 | 4,015 | 6.92 | ||||
2025-08-07 | 13F | 中西部信托公司 | 32,789 | 4,227 | ||||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 23,283 | 30.83 | 3,002 | 18.62 | ||||
2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 61,926 | 1.61 | 8,161 | 3.02 | ||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 1,658 | 214 | ||||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 73 | 10 | ||||||
2025-08-14 | 13F | BCS私人财富管理有限公司 | 17,114 | 2 | ||||||
2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 2,016 | 260 | ||||||
2025-08-14 | 13F | FIL有限公司 | 7,041 | 32.80 | 908 | 20.29 | ||||
2025-08-12 | 13F | 德国商业银行 | 186,624 | 19.95 | 24 | 9.09 | ||||
2025-03-25 | NP | PEQIX - 先锋股票收益基金:A 类 | 125,538 | 46.21 | 16,316 | 41.63 | ||||
2025-07-24 | 13F | PDS 规划公司 | 2,963 | 3.64 | 382 | -6.16 | ||||
2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 92,934 | 0.78 | 11,981 | -8.64 | ||||
2025-08-14 | 13F | 原子投资者有限合伙人 | 1,657 | 214 | ||||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 2,661 | 9.78 | 343 | -0.29 | ||||
2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 27,609 | 2.40 | 3,559 | -7.17 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 2,000 | 147.83 | 258 | 125.44 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 2,105 | 36.51 | 288 | 31.05 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 5,224 | 17.00 | 751 | 18.45 | ||||
2025-05-15 | NP | PSET - 主要价格制定者指数 ETF | 5,232 | 7.32 | 744 | 16.61 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 4,536 | 4.28 | 585 | -5.50 | ||||
2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,647 | 21.81 | 524 | 23.29 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 2,164 | 61.13 | 285 | 63.79 | ||||
2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 18,850 | 1,002.98 | 2,484 | 1,018.92 | ||||
2025-08-04 | 13F | IFG 咨询有限责任公司 | 5,709 | 4.66 | 736 | -5.16 | ||||
2025-08-14 | 13F | 格伦鹰顾问有限公司 | 464 | 38.10 | 60 | 25.53 | ||||
2025-03-28 | NP | PEY - 景顺高收益股票股息实现者 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 | 149,505 | 17.72 | 19,431 | 14.03 | ||||
2025-07-25 | 13F | CWM有限公司 | 172,846 | 1.82 | 22 | -8.33 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 22,937 | 2,957 | ||||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 12,776 | 75.95 | 1,647 | 59.59 | ||||
2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 13,662 | 23.34 | 1,800 | 25.09 | ||||
2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 140,413 | 18,504 | ||||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 25,308 | 0.34 | 3,263 | -9.06 | ||||
2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 7,373 | 1.99 | 951 | -7.59 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 2,100 | 425.00 | 271 | 382.14 | |||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 2,100 | 2,000.00 | 271 | 1,828.57 | |||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 5,067 | 7.67 | 728 | 8.98 | ||||
2025-08-13 | 13F | Transce3nd有限责任公司 | 453 | 153.07 | 58 | 132.00 | ||||
2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 72,539 | 3.07 | 9,559 | 4.50 | ||||
2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 4,160 | 41.02 | 548 | 43.08 | ||||
2025-08-28 | NP | EFIV - Spdr S&p 500 Esg 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 | 10,466 | 1,349 | ||||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 75 | 10 | ||||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,837 | 242 | ||||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 42,500 | 41.67 | 5,479 | 28.43 | |||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 42,500 | 95.85 | 5,479 | 77.54 | |||
2025-08-06 | 13F | NVWM有限公司 | 9 | 28.57 | 1 | |||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,253 | 22.65 | 290 | 11.11 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 87,847 | 9.41 | 11,576 | 10.93 | ||||
2025-08-14 | 13F | 阳光地带证券公司 | 10,596 | 49.81 | 1,389 | 38.11 | ||||
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 | 161,665 | 6.74 | 21,304 | 8.22 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 752 | 97 | ||||||
2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 197 | 25 | ||||||
2025-08-08 | 13F | 公民金融集团公司/ri | 5,169 | 54.95 | 673 | 40.88 | ||||
2025-07-14 | 13F | 格里斯金融有限公司 | 11,910 | 2.88 | 1,535 | -6.74 | ||||
2025-07-23 | 13F | 钛信托公司 | 2,638 | 6.76 | 340 | -3.13 | ||||
2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 1,792 | 75.17 | 236 | 78.79 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 51,151 | 4.27 | 6,595 | -5.48 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 41,000 | 6.77 | 5,403 | 8.26 | ||||
2025-07-15 | 13F | 第五第三银行 | 31,345 | 9.68 | 4,041 | -0.59 | ||||
2025-08-12 | 13F | 银色信托公司 | 6,823 | 11.14 | 880 | 0.69 | ||||
2025-04-11 | 13F | 第一平权金融网络 | 4,852 | 0.77 | 690 | 9.52 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 47,537 | 6,128 | ||||||
2025-07-31 | 13F | Azzad 资产管理公司 /adv | 35,513 | 7.54 | 4,578 | -2.51 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 41,588 | 0.76 | 5,362 | -8.67 | ||||
2025-07-14 | 13F | 芝加哥信托公司 | 5,596 | 2.74 | 721 | -6.85 | ||||
2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 8,018 | 1,153 | ||||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 27,963 | 2.66 | 4,020 | 3.90 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 19,079 | 17.32 | 2,743 | 18.75 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 24,162 | 5.28 | 3,115 | -4.60 | ||||
2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 7,384 | 42.33 | 1,062 | 44.16 | ||||
2025-05-28 | NP | Acap战略基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | 影响合伙财富有限责任公司 | 3,620 | 467 | ||||||
2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 100 | 13 | ||||||
2025-08-29 | 13F | 半人马座金融公司 | 5,187 | 3.16 | 1 | |||||
2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 528 | 4.14 | 68 | -5.56 | ||||
2025-08-07 | 13F | 比斯富尔默投资管理公司 | 2,507 | 323 | ||||||
2025-05-15 | 13F | 乐天投资管理公司 | 30,366 | 59.13 | 4,273 | 57.06 | ||||
2025-08-01 | 13F | 张氏金融有限责任公司 | 4,089 | 0.42 | 527 | -8.98 | ||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 268,141 | 0.81 | 34,569 | -8.62 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 285,168 | 6.84 | 36,764 | -3.15 | ||||
2025-08-14 | 13F | 目的地财富管理 | 50,812 | 0.85 | 6,551 | -8.58 | ||||
2025-08-12 | 13F | 博雷尔资本管理有限公司 | 17 | 2 | ||||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 992,379 | 36.40 | 128 | 23.30 | ||||
2025-08-13 | 13F | 资本国际公司/ca/ | 36,579 | 45.58 | 4,716 | 31.96 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 2,696 | 34.33 | 348 | 21.75 | ||||
2025-08-07 | 13F | FDx 顾问公司 | 2,627 | 48.92 | 0 | |||||
2025-07-29 | 13F | 奥尔门罗投资管理公司 | 1,750 | 226 | ||||||
2025-08-11 | 13F | 资本广场有限责任公司 | 2,759 | 1.47 | 357 | -7.51 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 11,527 | 1,486 | ||||||
2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 16,015 | 31.92 | 2,110 | 33.80 | ||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 12,376 | 2.36 | 1,595 | -7.21 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 20 | 400.00 | 3 | |||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 10,262 | 3.24 | 1,323 | -6.44 | ||||
2025-07-28 | 13F | 英国全球资产管理公司 | 319,445 | 34.07 | 41 | 24.24 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 240,180 | 0.66 | 30,964 | -8.75 | ||||
2025-07-08 | 13F | Range金融集团有限责任公司 | 22,456 | 4.08 | 2,895 | -5.64 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 5,683 | 0.09 | 733 | -9.29 | ||||
2025-07-23 | 13F | 高注财富有限责任公司 | 377 | 4.43 | 49 | -5.88 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 316 | 216.00 | 41 | 192.86 | ||||
2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 6,077 | 3.40 | 801 | 4.85 | ||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 44,844 | 8.46 | 5,781 | -1.68 | ||||
2025-08-12 | 13F | 保德信金融公司 | 444,426 | 22.40 | 57,295 | 10.96 | ||||
2025-05-27 | NP | FDL - 第一信托晨星股息领先指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 429,302 | 3.24 | 61,055 | 12.05 | ||||
2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 2,859 | 4.42 | 377 | 5.92 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 10,160 | 1.93 | 1,310 | -7.62 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 1,089,383 | 41.94 | 139,191 | 27.99 | ||||
2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 26,921 | 14.71 | 3,471 | 3.99 | ||||
2025-07-25 | 13F | 狮子街顾问有限责任公司 | 7,644 | 0.59 | 985 | -8.80 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 9,100 | 28.17 | 1,173 | 16.25 | |||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 5,400 | 28.57 | 696 | 16.58 | |||
2025-07-14 | 13F | 托特金融咨询公司 | 32,930 | 1.62 | 4,245 | -7.88 | ||||
2025-04-10 | 13F | 联合消化控股公司 | 127,623 | 8.17 | 18,145 | 17.41 | ||||
2025-08-12 | 13F | 贝莱德公司 | 26,850,115 | 2.45 | 3,461,517 | -7.13 | ||||
2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 33,604 | 3.00 | 4,332 | -6.62 | ||||
2025-07-18 | 13F/A | MJT & Associates 财务咨询集团有限公司 | 74 | 146.67 | 10 | 125.00 | ||||
2025-07-11 | 13F | 迪恩退休策略公司 | 28,325 | 3,650 | ||||||
2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 1,685 | 0.66 | 217 | -8.82 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 107,308 | 0.27 | 13,834 | -9.11 | ||||
2025-08-07 | 13F | 英杰华公司 | 385,833 | 6.75 | 49,742 | -3.23 | ||||
2025-07-30 | 13F | 舒尔霍夫公司 | 12,979 | 0.05 | 1,673 | -9.27 | ||||
2025-07-23 | 13F | 资本管理联营公司 | 1,720 | 222 | ||||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 7,354 | 25.26 | 948 | 13.67 | ||||
2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 326,867 | 7.01 | 43,075 | 8.50 | ||||
2025-07-11 | 13F | 银橡树证券公司 | 2,316 | 2.30 | 299 | -6.29 | ||||
2025-07-25 | NP | SNPV - Xtrackers S&P 500 价值 ESG ETF | 136 | 20 | ||||||
2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 36,560 | 2.31 | 4,818 | -2.05 | ||||
2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 24,950 | 71.87 | 3,217 | 55.81 | ||||
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 | 23,180 | 5.39 | 3,055 | 6.86 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 46,892 | 2.36 | 6,045 | -7.21 | ||||
2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 6,165 | 3.18 | 795 | -6.48 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 9,348 | 84.60 | 1,196 | 67.84 | ||||
2025-07-22 | 13F | 贾米森私人财富管理公司 | 4,650 | 4.17 | 600 | -5.52 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 100,500 | 9.24 | 12,853 | -0.72 | |||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 4,810 | 9.72 | 634 | 11.25 | ||||
2025-07-14 | 13F | UMA 金融服务公司 | 1,026 | 3.95 | 132 | -5.71 | ||||
2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 243 | 406.25 | 31 | 416.67 | ||||
2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 51,544 | 3.35 | 6,645 | -6.30 | ||||
2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 2,270 | 3.18 | 293 | -6.41 | ||||
2025-08-11 | 13F | 先锋集团公司 | 40,435,476 | 14.76 | 5,212,942 | 4.03 | ||||
2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 4,876 | 111.08 | 629 | 91.46 | ||||
2025-08-26 | NP | IASAX - VY(R) 美国世纪中小型股价值投资组合 ADV 级 | 21,301 | 21.97 | 2,746 | 10.59 | ||||
2025-04-30 | 13F | 索福斯投资公司 | 80 | 11 | ||||||
2025-07-14 | 13F | Proathlete 财富管理有限公司 | 8 | 1 | ||||||
2025-08-12 | 13F | Virtu 金融有限责任公司 | 27,147 | 164.80 | 4 | 200.00 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 475 | 47.06 | 61 | 35.56 | ||||
2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 552 | 0.91 | 72 | -8.97 | ||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,926 | 11.39 | 263 | 15.86 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 168,027 | 19.91 | 21,662 | 8.70 | ||||
2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 5,157 | 24.72 | 665 | 12.93 | ||||
2025-08-13 | 13F | 莫内科顾问有限责任公司 | 1,879 | 19.00 | 242 | 8.04 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 29,016 | 3.37 | 3,741 | -6.29 | ||||
2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 42,467 | 5,475 | ||||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 54,442 | 10.93 | 7,174 | 12.48 | ||||
2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 23,427 | 95.57 | 3,020 | 77.33 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 35,892 | 4,627 | ||||||
2025-07-15 | 13F | BCS财富管理 | 14,023 | 2 | ||||||
2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 3,171 | 8.56 | 409 | -1.69 | ||||
2025-08-15 | 13F | Binnacle投资公司 | 144 | 21.01 | 19 | 12.50 | ||||
2025-08-12 | 13F | 恒线顾问公司 | 757,017 | 0.19 | 97,595 | -9.18 | ||||
2025-07-28 | NP | EARAX - 伊顿万斯理查德伯恩斯坦全资产策略基金 A 类 | 3,397 | 488 | ||||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,461 | 9.85 | 193 | 11.63 | ||||
2025-08-11 | 13F | 斯通布鲁克私人公司 | 1,798 | 232 | ||||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 14,568 | 3.03 | 1,878 | 0.37 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 20,664 | 55.68 | 2,664 | 41.18 | ||||
2025-08-06 | 13F | 范式资产管理有限公司 | 6,800 | 877 | ||||||
2025-08-06 | 13F | Wsfs 资本管理有限公司 | 2,488 | 26.81 | 321 | 15.11 | ||||
2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 10,061 | 33.44 | 1,446 | 35.14 | ||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 78,696 | 30.52 | 10 | 25.00 | ||||
2025-08-26 | NP | DVAL - BrandywineGLOBAL-动态美国大盘价值 ETF | 6,172 | 12.57 | 796 | 2.05 | ||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 15,655 | 18.91 | 2,226 | 29.04 | ||||
2025-08-05 | 13F | 康纳布尔办公公司 | 2,000 | 258 | ||||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 773 | 2.25 | 100 | -7.48 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 42 | 950.00 | 5 | |||||
2025-06-24 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 107,131 | 3.26 | 14,118 | 4.69 | ||||
2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 21,149 | 1.71 | 3,040 | 2.98 | ||||
2025-07-24 | 13F | 德国商业银行股份公司 /fi | 27,873 | 147.30 | 4 | 200.00 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 468 | 0 | ||||||
2025-08-14 | 13F | 野村控股公司 | 67,491 | 320.30 | 8,701 | 281.08 | ||||
2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 16,594 | 2.65 | 2,139 | -6.96 | ||||
2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 108,498 | 2.75 | 13,988 | -6.87 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 49,416 | 0.34 | 6,371 | -9.05 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 727 | 33.39 | 80 | 11.27 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 9,472 | 70.24 | 1,221 | 54.36 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 3,982 | 36.70 | 513 | 23.91 | ||||
2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 3,259 | 194.93 | 420 | 167.52 | ||||
2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 1,814 | 16.81 | 234 | 5.91 | ||||
2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 2,341 | 17.05 | 302 | 5.99 | ||||
2025-08-08 | 13F | OmniStar 金融集团公司 | 3,632 | 12.76 | 468 | 1.30 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 12,273 | 87.89 | 2 | |||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 26,143 | 1.41 | 3 | 0.00 | ||||
2025-07-15 | 13F | 永久资本管理有限公司 | 3,001 | 391 | ||||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 12,345 | 35.96 | 1,591 | 23.24 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 24,042 | 16.27 | 2,996 | 1.90 | ||||
2025-08-25 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 677 | 1.96 | 87 | -7.45 | ||||
2025-05-28 | NP | NDOW-Anydrus Advantage ETF | 1,050 | 149 | ||||||
2025-07-18 | 13F | 克拉蒂金融有限责任公司 | 2,462 | 18.99 | 317 | 7.82 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 12,355 | 14.78 | 1,593 | 4.05 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 62,379 | 79.47 | 8 | 100.00 | ||||
2025-08-01 | 13F | 贝西默集团公司 | 11,590 | 37.84 | 1 | 0.00 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪精选中盘管理波动基金标准级 | 38,022 | 21.71 | 4,902 | 10.31 | ||||
2025-08-12 | 13F | Ci投资公司 | 27,912 | 57.92 | 4 | 50.00 | ||||
2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 5,051 | 5.91 | 651 | -3.98 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 11,020 | 6.49 | 1,452 | 8.04 | ||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | 67,500 | 8,702 | ||||||
2025-08-26 | NP | PDIAX - Virtus Rampart 增强型核心股票基金 A 类 | 25,318 | 6.03 | 3,264 | -3.92 | ||||
2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 371 | 28.82 | 53 | 40.54 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 14,592 | 9.66 | 1,881 | -0.58 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 1,488 | 16.25 | 192 | 4.95 | ||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 6,227 | 8.64 | 803 | -1.60 | ||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 479,258 | 1,973.81 | 61,786 | 1,780.25 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 1,519 | 4.33 | 218 | 5.83 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 4 | 1 | ||||||
2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 17,090 | 0.67 | 2,457 | 1.91 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 6,453 | 5.72 | 832 | -4.26 | ||||
2025-08-12 | 13F | 维斯特资本有限公司 | 782 | 84.87 | 0 | |||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 44,091 | 12,792.11 | 0 | -100.00 | ||||
2025-08-12 | 13F | 白松资本有限公司 | 2,692 | 0.75 | 347 | -8.68 | ||||
2025-07-10 | 13F | 瑞典银行 | 208,757 | 21.46 | 26,913 | 10.10 | ||||
2025-08-14 | 13F | 迈尔斯电力公司 | 10,969 | 15.67 | 1,415 | 4.90 | ||||
2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 32 | 45.45 | 4 | 33.33 | ||||
2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 22,655 | 188.82 | 3,257 | 192.54 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 150,003 | 37.56 | 19,338 | 24.70 | ||||
2025-08-27 | NP | RYCIX - 消费品基金投资者类别 | 6,623 | 1.72 | 854 | -7.78 | ||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 12,168 | 2.57 | 1,584 | -6.93 | ||||
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 | 8,813 | 11.21 | 1,136 | 0.80 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 325 | 34.30 | 47 | 35.29 | ||||
2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 4,534 | 13.21 | 584 | 2.64 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 8,721 | 6.25 | 1,149 | 7.79 | ||||
2025-08-07 | 13F | 纽安斯投资有限公司 | 149,384 | 35.07 | 19,259 | 22.44 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 31,844 | 18.62 | 4,578 | 20.07 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 43,171 | 5,689 | ||||||
2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 36,912 | 847.19 | 4,759 | 758.84 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 5,095 | 657 | ||||||
2025-07-23 | 13F | 石门投资集团有限责任公司 | 9,772 | 267.09 | 1,260 | 233.07 | ||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 350 | 50 | ||||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 225,047 | 20.71 | 29,013 | 9.42 | ||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 301 | 0.33 | 39 | -9.52 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 13,996 | 26.25 | 1,823 | 14.65 | ||||
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 | 151,565 | 0.88 | 19,973 | 2.29 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 5,023 | 35.98 | 662 | 37.71 | ||||
2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 405 | 1.25 | 52 | -8.77 | ||||
2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 61,946 | 3.48 | 7,986 | -6.19 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 32,310 | 39.58 | 4 | 33.33 | ||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 5,013 | 38.60 | 646 | 25.68 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -70 | -9 | |||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 26,528 | 1.67 | 3,420 | -7.84 | ||||
2025-07-15 | 13F | 北区资本管理有限责任公司 | 2,084 | 269 | ||||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 1,463 | 211.94 | 189 | 184.85 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 6,005 | 5.76 | 774 | -4.09 | ||||
2025-07-14 | 13F | Fonder AB 取得进展 | 34,205 | 10.48 | 4,410 | -0.34 | ||||
2025-08-13 | 13F | 胜利资本管理公司 | 1,250,189 | 13.56 | 161,334 | 3.05 | ||||
2025-07-11 | 13F | 考德威尔证券公司 | 3,181 | 0.28 | 410 | -9.09 | ||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 4,875 | 4.21 | 628 | -5.56 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 32,863 | 47.44 | 4,237 | 33.67 | ||||
2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,255 | 1.00 | 824 | 2.49 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 5,003 | 11.38 | 719 | 12.87 | ||||
2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 1,714 | 15.19 | 218 | 3.81 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 408,674 | 2.80 | 52,686 | -6.81 | ||||
2025-07-30 | NP | BFOR - 巴伦 400 ETF | 2,601 | 2.81 | 374 | 3.90 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 3,400 | 55.82 | 438 | 41.29 | ||||
2025-07-31 | 13F | 联合社区银行 | 18,911 | 2.12 | 2,438 | -7.41 | ||||
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 | 6,705 | 3.99 | 964 | 5.25 | ||||
2025-08-05 | 13F | 莱文资本策略有限公司 | 22,705 | 4.61 | 2,927 | -5.15 | ||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 1,583,193 | 350.16 | 204,105 | 308.07 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 175,023 | 12.35 | 22,564 | 1.85 | ||||
2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -1,161 | -0.26 | -153 | 0.66 | |||
2025-08-08 | 13F | Abc 套利 Sa | 10,465 | 21.33 | 1,349 | 10.03 | ||||
2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 1,649 | 6.59 | 213 | -3.64 | ||||
2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 4,065 | 0.10 | 524 | -9.19 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 5,216 | 12.51 | 678 | 2.11 | ||||
2025-08-05 | 13F | 特雷杰·AP-丰登 | 20,575 | 2,653 | ||||||
2025-06-18 | NP | 全国共同基金 - 全国美国 130/30 股票投资组合 R6 级 | 13,890 | 1,830 | ||||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 8,248 | 12.60 | 1,087 | 14.08 | ||||
2025-05-27 | NP | GMEZX - 影响力股票基金投资者 | 153 | 302.63 | 22 | 425.00 | ||||
2025-08-13 | 13F | 三井住友金融集团 | 4,206 | 0.33 | 542 | -9.06 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 20,336 | 137.38 | 2,622 | 115.19 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,025 | 14.91 | 132 | 4.76 | ||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 258,992 | 1.85 | 34,130 | 3.27 | ||||
2025-08-08 | 13F | 财富四分卫有限责任公司 | 2,047 | 10.11 | 264 | -0.38 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 7,774 | 1.30 | 1,002 | -8.16 | ||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 5,202 | 3.50 | 671 | -6.16 | ||||
2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 7,755 | 3.58 | 1,000 | -6.11 | ||||
2025-07-10 | 13F | 纳富尔顿银行 | 15,127 | 86.78 | 1,950 | 69.42 | ||||
2025-07-18 | 13F | 综合投资组合审查公司 | 2,315 | 9.72 | 298 | -0.67 | ||||
2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 32,346 | 1.98 | 4,170 | -7.54 | ||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 4,201 | 22.62 | 547 | 11.20 | ||||
2025-07-17 | 13F | 申万斯合作伙伴 | 10,386 | 0.55 | 1,352 | -7.96 | ||||
2025-08-25 | NP | LVHD - 美盛低波动高股息 ETF | 87,714 | 2.06 | 11,308 | -7.48 | ||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 89,771 | 1.13 | 11,830 | 2.54 | ||||
2025-07-25 | 13F | SPC 金融公司 | 7,069 | 16.48 | 911 | 5.56 | ||||
2025-08-14 | 13F | CIBC 资产管理公司 | 192,793 | 19.16 | 24,855 | 8.02 | ||||
2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 694 | 3.89 | 100 | 5.32 | ||||
2025-08-08 | 13F | 资本投资顾问公司 | 4,961 | 7.59 | 640 | -2.44 | ||||
2025-07-22 | 13F | 银湖咨询有限责任公司 | 12,100 | 0.83 | 1,560 | -8.62 | ||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 14 | 2 | ||||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 235 | 12.44 | 30 | 3.45 | ||||
2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 3,302 | 3.03 | 426 | -6.59 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 1,039 | 16.48 | 134 | 5.56 | ||||
2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 1,671 | 7.32 | 215 | -2.71 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 299,500 | 40.87 | 38,612 | 27.70 | |||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 684,906 | 37.54 | 98,462 | 39.24 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 21,000 | 12.30 | 2,707 | 1.81 | |||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 197,233 | 1.28 | 25,427 | -8.19 | ||||
2025-08-13 | 13F | 安全港信托有限责任公司 | 3,247 | 1.72 | 419 | -7.73 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 12,042 | 23.00 | 1,552 | 11.49 | ||||
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 | 15,941 | 4.15 | 2,101 | 5.58 | ||||
2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 16,880 | 127.86 | 2,176 | 106.65 | ||||
2025-08-19 | 13F | 国家资产管理公司 | Call | 1,300 | 168 | |||||
2025-03-28 | NP | PWV - 景顺动态大盘价值 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 | 108,136 | 11.50 | 14,054 | 8.01 | ||||
2025-07-17 | 13F | 百年财富咨询有限责任公司 | 3,480 | 25.81 | 449 | 13.99 | ||||
2025-07-15 | 13F | 修订者财富管理有限责任公司 | 2,918 | 1.21 | 386 | -6.78 | ||||
2025-08-14 | 13F | HRT金融有限责任公司 | 556,437 | 350.28 | 72 | 317.65 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 94,211 | 5,751.61 | 12,146 | 5,226.75 | ||||
2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 2,030 | 5.73 | 262 | -4.40 | ||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 3,045 | 13.62 | 396 | 3.13 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 394 | 100.00 | 51 | 85.19 | ||||
2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 68,756 | 4.58 | 8,864 | -5.20 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 10,677,491 | 2.01 | 1,376,542 | -7.53 | ||||
2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 4,112 | 1.66 | 530 | -7.83 | ||||
2025-03-27 | NP | SMNCX - Steward 股票市场中性基金 C 类 | 8,000 | 14.29 | 1,040 | 10.65 | ||||
2025-08-11 | 13F | 真正的私人财富顾问 | 4,184 | 13.88 | 539 | 3.26 | ||||
2025-08-14 | 13F | 金洛克资本有限责任公司 | 28,185 | 1.47 | 3,634 | -8.03 | ||||
2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 7,650 | 28.92 | 986 | 16.96 | ||||
2025-08-07 | 13F | 商业银行 | 99,923 | 2.52 | 12,882 | -7.06 | ||||
2025-07-30 | 13F | 凤凰控股有限公司 | 4,113 | 531 | ||||||
2025-07-22 | 13F | 谷国家顾问公司 | 29 | 3.57 | 0 | |||||
2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 4,151 | 8.64 | 535 | -1.47 | ||||
2025-08-12 | 13F | 霍洛维斯科合作伙伴有限公司 | 187,700 | 16.44 | 24,198 | 5.55 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 500 | 65 | ||||||
2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 3,298 | 425 | ||||||
2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 90,844 | 3.03 | 11,712 | -6.60 | ||||
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 | 344 | 22.86 | 45 | 25.00 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 7,300 | 55.32 | 941 | 40.87 | |||
2025-07-28 | 13F | 互助顾问有限责任公司 | 16,212 | 14.83 | 2,065 | 11.14 | ||||
2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 5,600 | 122.22 | 722 | 101.40 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 181,745 | 65.74 | 23,431 | 50.24 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 11,159 | 20.20 | 1,439 | 8.94 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,951 | 3.06 | 252 | -6.69 | ||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 168,417 | 4.47 | 24,212 | 5.75 | ||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 2,779 | 6.15 | 358 | -3.76 | ||||
2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 3,620 | 26.88 | 476 | 19.35 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,074 | 1.42 | 138 | -8.00 | ||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 66,326 | 44.95 | 8,740 | 46.96 | ||||
2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 2,338 | 0.04 | 301 | -9.34 | ||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 358 | 35.09 | 47 | 38.24 | ||||
2025-07-21 | 13F | 上升集团有限责任公司 | 12,728 | 0.14 | 1,641 | -9.24 | ||||
2025-06-26 | 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 | 30,340 | 30.62 | 3,998 | 32.47 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 50,935 | 4.61 | 7,322 | 5.90 | ||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 94 | 74.07 | 12 | 100.00 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 21,562 | 271.76 | 2,780 | 237.26 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 38,120 | 3.51 | 4,914 | -6.17 | ||||
2025-09-04 | 13F | VM 曼宁公司 | 8,536 | 1,103 | ||||||
2025-07-22 | 13F | 达文波特有限公司 | 89,097 | 21.85 | 11,485 | 10.47 | ||||
2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 5,667 | 44.75 | 731 | 31.29 | ||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 15,651 | 4,462.97 | 2,018 | 4,102.08 | ||||
2025-08-05 | 13F | GHP 投资顾问公司 | 3,126 | 12.24 | 403 | 1.52 | ||||
2025-08-14 | 13F | 西永资本有限公司 | 6,537 | 30.37 | 843 | 18.09 | ||||
2025-07-22 | 13F | 红门财富管理有限责任公司 | 3,027 | 390 | ||||||
2025-08-13 | 13F | 奥西亚姆 | 21,760 | 32.71 | 2,805 | 20.33 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 17,174 | 0.30 | 2,214 | -9.08 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 2,350 | 57.61 | 334 | 71.28 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 259,155 | 6.65 | 33,410 | -3.04 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 25,712 | 0.57 | 3,315 | -8.86 | ||||
2025-03-25 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 16,582 | 45.46 | 2,155 | 40.94 | ||||
2025-06-30 | NP | AIM 投资基金(INVESCO 投资基金)- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 8,848 | 13.02 | 1,166 | 14.55 | ||||
2025-08-12 | 13F | 公共部门养老金投资委员会 | 85,161 | 89.98 | 10,979 | 72.20 | ||||
2025-08-05 | 13F | 埃莱维斯特公司 | 1,894 | 7.61 | 244 | -2.40 | ||||
2025-08-14 | 13F | 财务顾问网络公司 | 4,814 | 24.88 | 621 | 13.14 | ||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 5,455 | 5.59 | 711 | -4.18 | ||||
2025-07-09 | 13F | 第一银行与信托 | 4,733 | 18.68 | 610 | 7.58 | ||||
2025-07-31 | 13F | 中央银行 | 903 | 27.54 | 116 | 16.00 | ||||
2025-08-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49,344 | 10.39 | 6,361 | 0.06 | ||||
2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 6 | 1 | ||||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 3,522 | 111.91 | 454 | 92.37 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 16,400 | 40.17 | 2,114 | 27.12 | |||
2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,281 | 0.14 | 8,735 | 1.53 | ||||
2025-08-05 | 13F | 奥尔丹资本管理有限公司 | 3,483 | 0.03 | 449 | -9.49 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 61,457 | 76.11 | 7,923 | 59.80 | ||||
2025-08-14 | 13F | 格伦维尤信托公司 | 25,282 | 2.42 | 3,259 | -7.15 | ||||
2025-08-14 | 13F | 美国银行 /de/ | 2,753,000 | 1.62 | 354,917 | -7.89 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 7,898 | 5.66 | 1,018 | -4.23 | ||||
2025-08-26 | NP | TILCX - T. Rowe Price 机构大盘价值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 406,638 | 4.15 | 52,424 | -5.59 | ||||
2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 4,075 | 525 | ||||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 37,269 | 3.80 | 4,805 | -5.91 | ||||
2025-08-15 | 13F/A | 交响金融有限公司 | 3,334 | 390 | ||||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 2,628 | 56.15 | 339 | 53.64 | ||||
2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 92,117 | 9.80 | 13,243 | 11.15 | ||||
2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 22,143 | 0.42 | 3,183 | 1.66 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 3,961 | 89.98 | 511 | 72.30 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 893 | 3.12 | 115 | -6.50 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 291 | 259.26 | 42 | 272.73 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 580 | 5.26 | 75 | -5.06 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 6,128 | 83.31 | 790 | 66.32 | ||||
2025-07-24 | 13F | 利奥财富有限责任公司 | 21,257 | 36.53 | 2,740 | 23.76 | ||||
2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 722 | 36.23 | 95 | 39.71 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 104,951 | 7.34 | 15,088 | 8.66 | ||||
2025-08-06 | 13F | 神剑管理公司 | 6,473 | 0.05 | 835 | -9.35 | ||||
2025-08-12 | 13F | 艾姆斯国民公司 | 1,675 | 207 | ||||||
2025-07-16 | 13F | 迈耶汉德曼公司 | 441,805 | 0.31 | 56,958 | -9.07 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 17,375 | 23.63 | 2,240 | 12.06 | ||||
2025-07-21 | 13F | Ntv 资产管理有限公司 | 2,537 | 0.71 | 327 | -8.66 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 16,311 | 4.83 | 2,103 | -4.97 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 9,986 | 10.57 | 1,287 | 0.23 | ||||
2025-08-04 | 13F | 资产标记公司 | 15,581 | 355.05 | 2,009 | 312.32 | ||||
2025-07-25 | 13F | 比尔·费夫联营公司 | 4,684 | 10.60 | 604 | 0.17 | ||||
2025-07-25 | 13F | MOKAN 财富管理有限公司 | 5,124 | 13.74 | 661 | 2.96 | ||||
2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 79,032 | 0.89 | 10,189 | -8.55 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 7,646 | 6.94 | 986 | -3.05 | ||||
2025-07-15 | 13F | 马塞科律师事务所 | 169 | 22 | ||||||
2025-08-13 | 13F | 帝国财务管理有限公司 | 14,848 | 2.22 | 1,914 | -7.31 | ||||
2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 3,291 | 10.99 | 424 | 0.71 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 5,696 | 9.41 | 734 | -0.81 | ||||
2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 62,800 | 14.13 | 9,028 | 15.54 | ||||
2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 5,962 | 3.29 | 1 | |||||
2025-08-05 | 13F | Telos 资本管理公司 | 6,294 | 1.47 | 811 | -8.05 | ||||
2025-08-12 | 13F | 安普夸银行 | 3,359 | 35.94 | 441 | 25.64 | ||||
2025-08-11 | 13F | 国家金融集团公司,/ia/ /adv | 4,296 | 4.65 | 554 | -5.15 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 9 | 80.00 | 1 | |||||
2025-08-26 | NP | KXI - iShares 全球必需消费品 ETF | 73,666 | 15.04 | 9,497 | 4.28 | ||||
2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 247 | 105.83 | 32 | 82.35 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 6,169 | 65.66 | 795 | 50.28 | ||||
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 | 40,593 | 7.00 | 5,836 | 8.32 | ||||
2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 270 | 2,900.00 | 35 | 3,300.00 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 978,419 | 32,568.41 | 126,138 | 29,579.29 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 81,380 | 7.29 | 10,492 | -2.74 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 74,848 | 6.51 | 9,863 | 7.99 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 141,092 | 16.95 | 18,158 | 5.83 | ||||
2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 17,293 | 233.46 | 2,229 | 202.44 | ||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 12,563 | 4.61 | 1,620 | -5.16 | ||||
2025-08-01 | 13F | GoalVest咨询有限责任公司 | 30 | 4 | ||||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 5,856 | 19.71 | 842 | 21.18 | ||||
2025-07-21 | 13F | DMKC 咨询服务有限公司 | 15,080 | 11.48 | 1,929 | 0.26 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 9,418,686 | 2.20 | 1,214,257 | -7.36 | ||||
2025-08-12 | 13F | 博克夫,那 | 27,516 | 0.19 | 3,547 | -9.17 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 32,091 | 5,204.30 | 4,137 | 4,710.47 | ||||
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 | 45,665 | 16.58 | 6,565 | 18.02 | ||||
2025-06-25 | NP | HUSV - First Trust Horizon 管理波动性国内 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,086 | 30.58 | 1,461 | 27.40 | ||||
2025-08-19 | NP | 西北互助系列基金公司 - 中型价值投资组合 | 68,959 | 25.72 | 8,890 | 13.96 | ||||
2025-07-25 | 13F | 自然投资有限公司 | 1,779 | 12.88 | 0 | |||||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 36,800 | 25.60 | 4,744 | 13.85 | |||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 358,575 | 14.16 | 46,227 | 4.59 | ||||
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 | 650,230 | 12.30 | 85,687 | 13.87 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 23,196 | 20.91 | 3,335 | 22.39 | ||||
2025-08-06 | 13F | 吉纳斯资本管理公司 | 73,078 | 17.93 | 9,421 | 6.90 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 14,600 | 100.00 | 1,882 | 81.31 | |||
2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 21,391 | 223.13 | 2,758 | 192.99 | ||||
2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 4,790 | 51.30 | 1 | |||||
2025-08-14 | 13F | 核心第一银行与信托 | 1,350 | 174 | ||||||
2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 1,686 | 0 | ||||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 29 | 4 | ||||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 12,841 | 105.19 | 1,655 | 85.96 | ||||
2025-08-08 | 13F | 指南针金融服务公司 | 300 | 39 | ||||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 192 | 4.92 | 25 | -7.69 | ||||
2025-08-14 | 13F | 财务咨询服务公司 | 2,369 | 1.24 | 305 | -8.13 | ||||
2025-08-14 | 13F | ISAM 基金(英国)有限公司 | 19,665 | 2,535 | ||||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 103,467 | 7.08 | 13 | 0.00 | ||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 14,657 | 1,890 | ||||||
2025-08-28 | NP | ACMVX - 中型价值基金投资者类别 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 | 737,856 | 16.45 | 95,124 | 5.56 | ||||
2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 10,812 | 18.40 | 1,394 | 7.32 | ||||
2025-08-13 | 13F | 资本世界投资者 | 4,926,639 | 6.26 | 635,142 | -3.68 | ||||
2025-06-23 | NP | IYK - iShares 美国消费品 ETF | 226,833 | 17.45 | 29,892 | 19.08 | ||||
2025-06-26 | NP | AMECX - 美国 A 类收入基金 | 2,980,456 | 9.30 | 392,764 | 10.82 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 3,748 | 0.24 | 483 | -9.04 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 300 | 3.81 | 0 | |||||
2025-07-08 | 13F | 接合财富策略有限公司 | 2,529 | 0.08 | 326 | -9.47 | ||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 92,659 | 0.64 | 11,949 | -8.74 | ||||
2025-08-11 | 13F | 西太平洋银行 | 38,957 | 12.56 | 5,022 | 2.03 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -45 | -6 | |||||
2025-08-01 | 13F | 莫特科 | 1,931 | 40.33 | 241 | 23.08 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 21 | 3 | ||||||
2025-08-05 | 13F | 亨廷顿国家银行 | 146,955 | 3.17 | 18,945 | -6.48 | ||||
2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 2,328 | 0.09 | 300 | -9.09 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 27 | 3 | ||||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 16,985 | 14.78 | 2,442 | 16.18 | ||||
2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 101 | 8.60 | 0 | |||||
2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 11,723 | 6.36 | 1,511 | 1.96 | ||||
2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 2,243 | 40.80 | 289 | 27.88 | ||||
2025-08-29 | NP | LABAX - Loomis Sayles 战略 Alpha 基金 A 类 | 876 | 1.27 | 113 | -8.94 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 50,538 | 33.03 | 6,515 | 20.60 | ||||
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 | 7,364 | 5.77 | 949 | -4.14 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 164,877 | 2.92 | 21,224 | -6.65 | ||||
2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -2,262 | -2.04 | -298 | -0.67 | |||
2025-08-11 | 13F | 黄铜税财富管理有限公司 | 2,440 | 0.04 | 315 | -9.25 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 591,145 | 3.37 | 76,234 | -6.26 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 4,472 | 7.53 | 589 | 9.07 | ||||
2025-08-14 | 13F | 休闲资本管理 | 2,198 | 12.89 | 283 | 2.54 | ||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 7,515 | 2.73 | 969 | -6.92 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 54,691 | 22.28 | 7,051 | 10.86 | ||||
2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 2,523 | 66.42 | 325 | 51.16 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 981 | 126 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 13,044 | 0.34 | 1,682 | -9.04 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 4,737 | 100.72 | 611 | 82.09 | ||||
2025-07-23 | 13F | 哥伦布宏有限责任公司 | 53,906 | 5.31 | 6,950 | -4.53 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 中型核心价值基金 | 7,821 | 21.78 | 1,008 | 10.41 | ||||
2025-07-17 | 13F | G&S资本有限责任公司 | 4,379 | 0.05 | 565 | -9.32 | ||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 556,687 | 5.63 | 71,768 | -4.25 | ||||
2025-07-22 | 13F | 科德尔/莫里森财富管理 | 2,405 | 46.47 | 310 | 33.05 | ||||
2025-08-26 | NP | Texas Capital Funds Trust - Texas Capital 德克萨斯股票指数 ETF | 568 | 4.41 | 73 | -5.19 | ||||
2025-08-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 37,785 | 90.72 | 4,871 | 72.91 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 7,641 | 2,783.40 | 985 | 2,562.16 | ||||
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 | 19,552 | 2.71 | 2,521 | -6.91 | ||||
2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 6,250 | 82.22 | 1 | |||||
2025-07-25 | 13F | 第1858章 | 1,759 | 3.17 | 227 | -6.61 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 274 | 20.70 | 35 | 9.38 | ||||
2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 8,122 | 11.18 | 1,047 | 0.87 | ||||
2025-06-23 | NP | CNPIX - 消费品超行业深度投资者类别 | 1,210 | 127.44 | 159 | 130.43 | ||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 519 | 9.96 | 74 | 19.67 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 4,320 | 557 | ||||||
2025-07-31 | 13F | 霍格金融服务有限公司 | 1,939 | 1.68 | 247 | -9.23 | ||||
2025-08-07 | 13F | LOM资产管理有限公司 | 3,368 | 0 | ||||||
2025-08-28 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 2,029 | 22.82 | 262 | 11.54 | ||||
2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 10,159 | 2.42 | 1,310 | -7.16 | ||||
2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 2,862 | 369 | ||||||
2025-07-28 | 13F | 港湾信托投资管理公司 | 2,002 | 21.26 | 258 | 10.26 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 100 | 14 | ||||||
2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 1,807 | 10.25 | 238 | 11.74 | ||||
2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 85,927 | 1.61 | 11,078 | -7.89 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 167,484 | 12.44 | 21,591 | 1.93 | ||||
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 | 193,531 | 20.83 | 24,950 | 9.54 | ||||
2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,655 | 156.90 | 5,701 | 160.04 | ||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 14,931 | 16.27 | 1,925 | 5.37 | ||||
2025-08-13 | 13F | 挪威银行 | 4,313,640 | 556,114 | ||||||
2025-08-14 | 13F | 高盛集团公司 | 2,453,419 | 4.34 | 316,295 | -5.42 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 256,616 | 37.20 | 33,083 | 24.37 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 53,589 | 4.40 | 7 | -14.29 | ||||
2025-08-11 | 13F | 绍克投资顾问公司 | 17,441 | 0.79 | 2,249 | -8.66 | ||||
2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 1,936 | 43.20 | 278 | 45.55 | ||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 2,037 | 17.47 | 258 | 4.88 | ||||
2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 11,195 | 5.60 | 1,443 | -4.25 | ||||
2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 3,720 | 1.06 | 484 | -7.46 | ||||
2025-08-14 | 13F | 瑞银集团 | Call | 25,600 | 2.81 | 3,300 | -6.81 | |||
2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 12,806 | 8.18 | 1,651 | -1.96 | ||||
2025-08-14 | 13F | 瑞银集团 | 2,366,167 | 12.51 | 305,046 | 1.99 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 28,617 | 0.35 | 3,689 | -9.03 | ||||
2025-07-22 | 13F | 渴望私人资本有限责任公司 | 6,736 | 1.63 | 868 | -7.86 | ||||
2025-08-12 | 13F | 西北互助投资管理公司 | 10,585 | 0.34 | 1,365 | -9.07 | ||||
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 | 614,980 | 0.19 | 88,410 | 1.42 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 7,107 | 20.60 | 916 | 9.31 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 765 | 1.86 | 101 | 3.09 | ||||
2025-04-25 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 5,101 | 3,467.13 | 724 | 3,710.53 | ||||
2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 2,238 | 1.77 | 289 | -7.69 | ||||
2025-08-14 | 13F | Point72 欧洲(伦敦)有限责任合伙 | 23,100 | 2,978 | ||||||
2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 12,300 | 167.39 | 1,586 | 142.35 | ||||
2025-08-15 | 13F | 龙骨点有限责任公司 | 1,997 | 257 | ||||||
2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,467 | 11.96 | 2,768 | 1.50 | ||||
2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 2,938,080 | 0.99 | 378,777 | -8.45 | ||||
2025-07-24 | 13F | 谢恩有限公司 | 9,353 | 0.11 | 1,206 | -9.26 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 4,035 | 520 | ||||||
2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 15,132 | 3.46 | 1,970 | -6.06 | ||||
2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 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 | 42,411 | 9.55 | 5,468 | -0.69 | ||||
2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 8,277 | 20.66 | 1,067 | 9.44 | ||||
2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 41,852 | 8.82 | 5,396 | -1.35 | ||||
2025-06-26 | NP | CVAR - 品种 ETF | 2,504 | 0.68 | 330 | 1.86 | ||||
2025-07-30 | 13F | 彭定康集团有限公司 | 67,547 | 7.33 | 8,708 | -2.70 | ||||
2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 5,495 | 842.54 | 708 | 763.41 | ||||
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 | 4,888 | 0.62 | 703 | 1.89 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 4,087 | 6.38 | 527 | -3.66 | ||||
2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 13,187 | 13.55 | 1,896 | 14.92 | ||||
2025-08-15 | 13F | 公平控股公司 | 8,134 | 4.74 | 1,049 | -5.07 | ||||
2025-08-06 | 13F | 西耶纳管理 | 64,286 | 11.04 | 7,567 | -5.46 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 8,244 | 2.92 | 1,063 | -6.76 | ||||
2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 40,302 | 1.26 | 5 | 0.00 | ||||
2025-08-13 | 13F | 系柱集团有限责任公司 | 48,225 | 2.24 | 6 | 0.00 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 12,164 | 1,586 | ||||||
2025-07-30 | 13F | 道德公司 | 53,101 | 4.94 | 6,791 | -6.16 | ||||
2025-07-17 | 13F | 翡翠顾问有限责任公司 | 3,152 | 14.62 | 406 | 3.84 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 673,096 | 5.32 | 86,776 | -4.53 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 64,052 | 4.15 | 8,258 | -5.59 | ||||
2025-07-28 | 13F | 纽约州教师退休制度 | 260,008 | 0.61 | 34 | -8.33 | ||||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 188 | 11.24 | 25 | 13.64 | ||||
2025-07-10 | 13F | 穆迪国家银行信托部 | 2,214 | 9.82 | 285 | -0.35 | ||||
2025-08-05 | 13F | 伯尼公司/ | 11,096 | 0.39 | 1,431 | -9.03 | ||||
2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 25,940 | 0.95 | 3,729 | 2.22 | ||||
2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 12,578 | 0.45 | 1,808 | 1.69 | ||||
2025-07-03 | 13F | 信托金融集团有限责任公司 | 4,096 | 15.32 | 539 | 10.45 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 1,053 | 36.58 | 207 | 88.99 | ||||
2025-08-08 | 13F | 财富联盟 | 4,435 | 572 | ||||||
2025-07-08 | 13F/A | 亚当斯资产顾问有限责任公司 | 71,125 | 2.31 | 9,169 | -7.25 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 48 | 6 | ||||||
2025-07-29 | NP | SXQG-6经络优质增长ETF | 4,722 | 19.97 | 679 | 19.16 | ||||
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 | 476,976 | 8.27 | 68,570 | 9.60 | ||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 2,218 | 4.57 | 286 | -5.32 | ||||
2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 5,622 | 2.44 | 725 | -7.18 | ||||
2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 2,016 | 3.97 | 260 | -5.82 | ||||
2025-05-16 | NP | 全国可变保险信托 - NVIT US 130/30 Y 类股票基金 | 65,324 | 5,343.67 | 9,290 | 5,670.19 | ||||
2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 3,281 | 8.28 | 423 | -1.86 | ||||
2025-08-22 | 13F | Cim投资管理公司 | 10,918 | 99.60 | 1,419 | 82.63 | ||||
2025-08-14 | 13F | 卡迪夫公园顾问有限公司 | 1,917 | 0.63 | 247 | -8.52 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 1,164,828 | 3,627.21 | 150,170 | 3,279.14 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 315,338 | 1.42 | 40,653 | -8.06 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 14,854 | 5.21 | 1,915 | -4.63 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 19,567 | 40.58 | 2,523 | 27.44 | ||||
2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 2,461 | 4.24 | 317 | -5.37 | ||||
2025-08-14 | 13F | 富国银行/百万 | 2,078,002 | 5.29 | 267,896 | -4.56 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 63,872 | 3.05 | 8,234 | -6.58 | ||||
2025-07-23 | 13F | 霍尔资本管理公司 | 20,584 | 0.95 | 2,654 | -8.52 | ||||
2025-07-16 | 13F | 阿拉斯加州税务部 | 58,208 | 6.13 | 8 | 0.00 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 884 | 2.20 | 114 | -8.13 | ||||
2025-07-29 | 13F | 贝尔与布朗财富顾问有限公司 | 17,293 | 0.95 | 2,230 | -8.50 | ||||
2025-07-14 | 13F | 农民信托公司 | 45,650 | 1.25 | 5,885 | -8.22 | ||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 163 | 21 | ||||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 12,018 | 15.36 | 1,728 | 16.77 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 76 | 43.40 | 10 | 28.57 | ||||
2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 426 | 95.41 | 55 | 74.19 | ||||
2025-07-29 | 13F | Arista 财富管理有限责任公司 | 4,815 | 621 | ||||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 290,084 | 3.32 | 38,227 | 4.76 | ||||
2025-07-23 | 13F | RMG财富管理有限责任公司 | 10 | 1 | ||||||
2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 2,191 | 2.91 | 282 | -6.62 | ||||
2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,903 | 282.29 | 1,567 | 286.91 | ||||
2025-07-17 | 13F | 朱红财富管理有限公司 | 36 | 5 | ||||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 117,746 | 103.30 | 15,180 | 84.30 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Call | 7,400 | 954 | |||||
2025-07-22 | 13F | 提升资本顾问有限责任公司 | 16,578 | 33.22 | 2,137 | 20.80 | ||||
2025-08-12 | 13F | 巴尔盖纳公司 | 15,574 | 1.94 | 2,008 | -7.60 | ||||
2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 206 | 27 |