机构和基金投资人持股 - 买家
在万事达卡公司中开设新头寸的主要持有者包括 Marex 集团, Marex 集团, Glenmede投资管理有限公司, 公共投资基金, 工匠合伙人有限合伙企业, 蒙罗合伙公司, CLCEX - 多经理大盘成长策略基金机构类, EHP基金公司, AIM国际互惠基金（INVESCO INTERNATIONAL MUTUAL FUNDS）——景顺奥本海默全球基金C类, Meridiem资本合伙公司, DREQX - 纽约梅隆银行研究增长基金，Inc. Z 类, 泰仁资本有限公司, 瑞穗证券美国有限公司, 加拿大皇家银行, Westerkirk资本公司, FCTE - SMI 3Fourteen 全周期趋势 ETF, 索恩资本管理有限公司, PXLIX - PAX 大盘基金机构类别, Firetrail投资有限公司, 和 康帕斯资本管理公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,254,458 | 6.26 | 734,611 | 7.97 | ||||
| 2025-08-12 | 13F | Stelac咨询服务有限责任公司 | 372 | 5.08 | 209 | 7.73 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 18,825 | 2.41 | 10,579 | 4.99 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 2,414 | 0.21 | 1,357 | 2.73 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 2,000 | 1,124 | |||||
| 2025-08-29 | NP | GRW-TCW 复合股 ETF | 12,414 | 14.63 | 7,032 | 18.48 | ||||
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 6,406 | 13.88 | 3,751 | 15.74 | ||||
| 2025-07-08 | 13F | 波斯顾问有限责任公司 | 366 | 206 | ||||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 4,681 | 3.54 | 2,565 | 2.15 | ||||
| 2025-08-05 | 13F | X-Square 资本有限责任公司 | 1,530 | 3.94 | 1 | |||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 109 | 61 | ||||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 17 | 6.25 | 9 | 12.50 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 794 | 47.31 | 446 | 51.19 | ||||
| 2025-06-27 | NP | TWBIX - 平衡基金投资者类别 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 | 18,376 | 4.34 | 10,071 | 2.95 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 3,771 | 2,119 | ||||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 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 | 410 | 4.33 | 225 | 2.75 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 6,202 | 0.16 | 3,562 | 1.16 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 412 | 232 | ||||||
| 2025-08-12 | 13F | 繁荣金融有限责任公司 | 6,396 | 5.98 | 3,594 | 8.65 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 40,962 | 4.26 | 23,018 | 6.89 | ||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 3,790 | 5.45 | 2,130 | 8.13 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 2,438 | 34.40 | 1,370 | 37.83 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | 7,600 | 4,271 | ||||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 2,255 | 11.69 | 1,267 | 14.56 | ||||
| 2025-08-22 | NP | FMKFX - 富达麦哲伦 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,706 | 2.17 | 7,140 | 4.75 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 1,240 | 1.89 | 697 | 4.35 | ||||
| 2025-08-22 | NP | MLMIX - 全球核心投资组合 I 类 | 1,586 | 7.38 | 891 | 10.14 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 1,073 | 2.00 | 603 | 4.51 | ||||
| 2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 959 | 1.70 | 539 | 4.26 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 1,487 | 4.87 | 836 | 7.46 | ||||
| 2025-08-14 | NP | FLMFX - MUIRFIELD FUND 零售类 | 30,636 | 0.66 | 17,216 | 3.20 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 123,015 | 10.85 | 69,127 | 13.64 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 7,015 | 6.14 | 3,942 | 8.81 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 610 | 6.46 | 343 | 8.92 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 210 | 6.60 | 118 | 9.35 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 32 | 19 | ||||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 1,666 | 2.33 | 947 | 10.26 | ||||
| 2025-08-13 | 13F | 财务与税务建筑师有限责任公司 | 612 | 40.37 | 344 | 44.12 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 86,976 | 3.78 | 47,668 | 2.40 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 7,173 | 1.56 | 4,031 | 4.11 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 661 | 2.32 | 0 | |||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 369,640 | 16.68 | 210,414 | 21.18 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 110,388 | 1.11 | 62,031 | 3.66 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 14 | 8 | ||||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 3,072 | 1.25 | 1,726 | 3.85 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 4,824 | 7.73 | 2,711 | 10.43 | ||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 2,236 | 205.05 | 1,256 | 213.22 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 163 | 22.56 | 92 | 26.39 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 1,601 | 23.92 | 900 | 26.98 | ||||
| 2025-08-14 | 13F | 拉戈达投资管理有限公司 | 5,804 | 34.23 | 3,262 | 37.59 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大盘价值基金 | 3,860 | 29.53 | 2,169 | 32.82 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 525 | 74.42 | 295 | 79.88 | ||||
| 2025-08-14 | 13F | 专题财富顾问有限公司 | 414 | 2.73 | 233 | 5.45 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 32,338 | 3.57 | 18,172 | 6.19 | ||||
| 2025-08-13 | 13F | 米罗娃 | 8,842 | 1.04 | 4,969 | 3.59 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 28,766 | 4.62 | 16,165 | 7.26 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 31,095 | 16.15 | 17,474 | 19.07 | ||||
| 2025-06-26 | NP | FFLG - 富达增长机会 ETF | 15,138 | 8.76 | 8,297 | 7.31 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 5,156,166 | 2.60 | 2,897,459 | 5.19 | ||||
| 2025-07-22 | NP | DIEFX - 目的地国际股票基金 I 类 | 2,347 | 34.42 | 1,374 | 36.58 | ||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 2,848 | 0.64 | 1,601 | 3.16 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 5,170 | 2,905 | 20.74 | |||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 252,908 | 3.91 | 142,119 | 6.53 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 603 | 1.34 | 0 | |||||
| 2025-08-14 | 13F | 埃勒维图斯财富管理 | 724 | 1.83 | 407 | 4.37 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 4,765 | 3.43 | 2,678 | 6.02 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 5,743 | 2.50 | 3,227 | 5.08 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 4,384 | 1.29 | 2,464 | 3.84 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 618 | 50.36 | 0 | |||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 767 | 0.52 | 431 | |||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 16,552 | 0.38 | 9,301 | 2.92 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 3,368 | 0.60 | 1,919 | 7.27 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 13,701 | 9.07 | 7,699 | 11.82 | ||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 11,282 | 14.10 | 6,340 | 16.98 | ||||
| 2025-07-29 | 13F | 卢茨金融服务有限责任公司 | 404 | 1.76 | 227 | 4.61 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 230,802 | 5.69 | 129,697 | 8.36 | ||||
| 2025-06-25 | NP | PRGSX - T. Rowe Price 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 201,700 | 41.07 | 110,544 | 71.35 | ||||
| 2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 376 | 211 | ||||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 14,423 | 4.56 | 7,906 | 8.84 | ||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 8,310 | 6.40 | 4,866 | 8.13 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 370 | 208 | ||||||
| 2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 1,233 | 14.27 | 693 | 17.09 | ||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 42 | 16.67 | 25 | 20.00 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,296 | 11.92 | 728 | 14.83 | ||||
| 2025-08-12 | 13F | 规划替代方案有限公司/adv | 414 | 233 | ||||||
| 2025-08-14 | 13F | 格鲁斯金谢夫联合公司 | 16,129 | 2.39 | 9,064 | 4.98 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 7,867 | 2.58 | 4,421 | 5.16 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44 | 7.32 | 25 | 9.09 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 1,855 | 2.32 | 1,017 | 0.99 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 7,345 | 4,127 | ||||||
| 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 | 95,974 | 5.16 | 52,600 | 3.76 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 10,200 | 5,732 | |||||
| 2025-07-29 | 13F | 近藤财富顾问公司 | 423 | 0.48 | 239 | 3.48 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 10,300 | 5,788 | |||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 245,076 | 6.85 | 138 | 9.60 | ||||
| 2025-07-28 | NP | VCAAX - 资产配置基金 | 4,378 | 1.79 | 2,564 | 3.43 | ||||
| 2025-08-06 | 13F | 养生财富有限公司 | 490 | 0.20 | 275 | 2.61 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 1,067 | 8.43 | 600 | 11.13 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 50,906 | 10.74 | 29,811 | 12.52 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 12,071 | 44.93 | 6,931 | 54.21 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 1,015 | 11.17 | 570 | 14.00 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 14,373 | 12.29 | 8,077 | 15.12 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 29,275 | 75.08 | 16,451 | 86.85 | ||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 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 | 266,700 | 30.67 | 146,168 | 28.94 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 2,388 | 3.20 | 1,343 | 5.75 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 43 | 16.22 | 24 | 26.32 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 235,443 | 5.46 | 132,305 | 8.12 | ||||
| 2025-08-08 | 13F | RAM投资伙伴有限责任公司 | 1,127 | 9.10 | 633 | 11.84 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 189,966 | 7.74 | 111,244 | 9.47 | ||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,170,189 | 8.02 | 685,263 | 9.77 | ||||
| 2025-07-30 | 13F | 桑德资本顾问公司 | 4,878 | 1.04 | 3 | 0.00 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 296 | 42.31 | 166 | 45.61 | ||||
| 2025-07-24 | 13F | 卡特玛兰资本有限责任公司 | 14,699 | 106.39 | 8,260 | 111.61 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 546 | 307 | ||||||
| 2025-05-30 | NP | CAXAX - Catalyst/MAP 全球股票基金 A 类 | 500 | 274 | ||||||
| 2025-08-14 | 13F | L1资本国际有限公司 | 41,381 | 0.62 | 23,766 | 5.43 | ||||
| 2025-07-23 | 13F | LifeSteps 金融公司 | 1,241 | 11.60 | 698 | 14.45 | ||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 9,354 | 39.01 | 5,478 | 41.27 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 9,259 | 22.75 | 5,203 | 25.86 | ||||
| 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 | 201,172 | 0.84 | 110,254 | -0.50 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 8,250 | 0.28 | 4,636 | 2.82 | ||||
| 2025-08-29 | NP | DIVGX - Guardian 股息增长基金 I 类 | 2,150 | 22.16 | 1,208 | 25.31 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 19,760,552 | 2.82 | 11,062,509 | 5.34 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -5,733 | 124.38 | -3,222 | 130.07 | |||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 1,591 | 0.06 | 894 | 2.64 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 65,064 | 16.04 | 36,562 | 18.97 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 19,008 | 0.42 | 10,681 | 2.95 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 27,359 | 17.09 | 15,374 | 24.96 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 7 | 4 | ||||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 28,339 | 164.75 | 15,939 | 171.33 | ||||
| 2025-08-01 | 13F | 规划方向公司 | 370 | 0.27 | 208 | 2.48 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 2,158 | 0.19 | 1,213 | 2.71 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 3,983 | 2,238 | ||||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 91 | 10.98 | 51 | 15.91 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 123,526 | 4.12 | 69,414 | 6.74 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 55,412 | 6.74 | 30,777 | 27.85 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 35,861 | 1.41 | 20,152 | 3.97 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 58 | 11.54 | 33 | 14.29 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 12,473 | 124.21 | 6,836 | 121.27 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 121,372 | 0.77 | 68,204 | 3.31 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 60 | 11.11 | 34 | 13.79 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 6,463 | 4.26 | 3,632 | 6.89 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 4,466 | 0.27 | 2,510 | 2.79 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 950 | 534 | ||||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 8,755 | 2.03 | 4,920 | 4.59 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 640 | 204.76 | 375 | 209.09 | ||||
| 2025-07-23 | 13F | 资产管理中心有限责任公司 | 1,040 | 8.33 | 547 | 3.80 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 2,522 | 1,417 | ||||||
| 2025-08-28 | NP | TOPT - iShares 前 20 名美国股票 ETF | 10,116 | 25.73 | 5,685 | 28.89 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 93 | 52 | ||||||
| 2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 836 | 13.28 | 490 | 15.06 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 836 | 33.55 | 470 | 37.03 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 7,079 | 15.07 | 3,978 | 17.94 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 424,836 | 2.63 | 238,732 | 5.22 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 14,505 | 22.87 | 8,151 | 25.97 | ||||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 808 | 3.19 | 454 | 5.83 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 146,817 | 0.46 | 82,502 | 2.99 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 9,219 | 0.81 | 5,180 | 1.35 | ||||
| 2025-08-06 | 13F | 亚克曼资产管理公司 | 11,670 | 4.85 | 6,558 | 7.49 | ||||
| 2025-07-10 | 13F | 三季财富有限责任公司 | 4,392 | 0.21 | 2,468 | 2.75 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 2,038 | 2.88 | 1,145 | 5.53 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 551 | 310 | ||||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 4,728 | 171.88 | 2,657 | 178.70 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | 9,082 | 5,104 | ||||||
| 2025-07-23 | 13F | Motiv8 投资有限责任公司 | 2,353 | 10.68 | 1,322 | 13.48 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 1,100 | 618 | |||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 500 | 281 | |||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 317,238 | 9.37 | 178,269 | 12.13 | ||||
| 2025-07-18 | 13F | 权力咨询集团有限责任公司 | 648 | 1.57 | 364 | 4.01 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 富达机构 AM 国际成长投资组合 1 级 | 6,690 | 0.10 | 3,667 | -1.21 | ||||
| 2025-07-16 | 13F | 猎鹰财富规划 | 599 | 27.45 | 337 | 30.74 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 156 | 35.65 | 88 | 38.10 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 6,936 | 0.10 | 3,898 | 2.63 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 2,697 | 2.00 | 1,515 | 4.55 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 3,112 | 3.77 | 1,749 | 6.33 | ||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 151,119 | 84,920 | ||||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 1,073 | 4.17 | 603 | 6.91 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 12,210 | 155.44 | 6,861 | 161.87 | ||||
| 2025-07-17 | 13F | CogentBlue 财富顾问有限公司 | 699 | 14.59 | 393 | 17.37 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 1,691 | 29.38 | 950 | 32.68 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 797 | 58.76 | 452 | 60.50 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 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 | 139,180 | 4.44 | 76,279 | 3.05 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 176 | 99 | ||||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 16,246 | 2,387.90 | 9,181 | 2,632.14 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 11,288 | 13.61 | 6,343 | 16.45 | ||||
| 2025-08-08 | 13F | 托巴姆 | 1,183 | 29.57 | 1 | |||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 535 | 27.08 | 0 | |||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 13,856 | 731.69 | 7,786 | 752.79 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 577 | 14.48 | 324 | 17.39 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI Main Street 基金系列 II | 27,791 | 21.88 | 15,617 | 24.95 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,873 | 122.45 | 1,053 | 128.20 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 66,197 | 2.32 | 37,199 | 4.90 | ||||
| 2025-06-26 | NP | FAFDX - 富达顾问金融服务基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 119,900 | 17.66 | 65,712 | 16.10 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 4,103 | 8.34 | 2,306 | 11.08 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 2,044,613 | 1.08 | 1,148,946 | 3.62 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 5,545 | 0.51 | 3,116 | 3.08 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 4,827 | 1.79 | 2,712 | 4.35 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 145,235 | 0.77 | 81,613 | 3.31 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 4,674 | 8.80 | 2,627 | 11.55 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 21,219 | 13.28 | 12,426 | 15.10 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 7,352 | 8.17 | 4,131 | 10.90 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 4,148 | 5.52 | 2,331 | 8.17 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 14,980 | 142.87 | 8,418 | 149.02 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 7,712 | 3,352 | ||||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Call | 5,000 | 25.00 | 3 | 0.00 | |||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 2,647 | 1,487 | ||||||
| 2025-08-15 | 13F | AlpenGlobal Capital LLC | 11,711 | 0.96 | 6,581 | 3.49 | ||||
| 2025-08-11 | 13F | 比德尔·弗雷泽投资咨询有限责任公司 | 490 | 5.38 | 275 | 8.27 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 267,814 | 11.90 | 150,515 | 14.73 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 1,205 | 72.14 | 677 | 76.76 | ||||
| 2025-07-11 | 13F | 斯宾塞资产管理公司 | 69,406 | 0.15 | 39 | 5.41 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 13,773 | 0.65 | 7,739 | 3.19 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 971 | 1.15 | 545 | 3.61 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 354,300 | 13.92 | 199,095 | 16.80 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 20,128 | 40.16 | 11,311 | 43.69 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,003 | 25.03 | 1,111 | 26.42 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 1,326 | 20.11 | 745 | 23.14 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 2,738 | 0.70 | 1,539 | 1.25 | ||||
| 2025-08-04 | 13F | 联合银行 | 189,340 | 2.88 | 106 | 6.00 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,508 | 6.55 | 14,352 | 8.26 | ||||
| 2025-07-29 | NP | MRFOX - 马什菲尔德集中机会基金 | 113,138 | 13.31 | 66,254 | 15.14 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 6,726 | 1.99 | 3,780 | 4.57 | ||||
| 2025-07-23 | 13F | 哈维投资有限公司 | 44,865 | 0.83 | 25 | 4.17 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 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 | 13,356 | 1.86 | 7,320 | 0.51 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 49,586 | 1.93 | 28,021 | 13.01 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 159,590 | 0.39 | 89,677 | 2.92 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 211 | 322.00 | 119 | 337.04 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 21,592 | 343.82 | 12,644 | 343.96 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 12,500 | 3.39 | 7,081 | 6.85 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 4,378 | 7.67 | 2,564 | 9.39 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 269,165 | 9.08 | 151,255 | 11.83 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 3,561 | 10.35 | 1,952 | 8.87 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 18,763 | 533.46 | 10,544 | 549.60 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 119 | 3.48 | 65 | 8.33 | ||||
| 2025-08-12 | 13F | TCP资产管理有限责任公司 | 397 | 0.76 | 223 | 3.72 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 846 | 3.05 | 475 | 5.56 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 51,262 | 0.81 | 32,185 | 9.49 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 1,148 | 0.97 | 645 | 2.54 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 7,547 | 0.59 | 4,241 | 3.11 | ||||
| 2025-07-18 | 13F | 明智财富管理公司 | 368 | 207 | ||||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 12,029 | 13.36 | 6,760 | 16.21 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 762 | 63.52 | 428 | 67.84 | ||||
| 2025-06-24 | NP | FCGPX - MainStay PineStone 全球股票基金 P 级 | 3,980 | 78.48 | 2,181 | 76.17 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 427 | 8.65 | 240 | 11.63 | ||||
| 2025-08-21 | NP | TEKY - Lazard 下一代技术 ETF | 1,556 | 874 | ||||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 1,308 | 14.34 | 735 | 22.09 | ||||
| 2025-08-08 | NP | TANDX - Castle Tandem 机构基金 | 1,900 | 18.75 | 1,068 | 21.80 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 4,671 | 4.71 | 2,625 | 7.36 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 457,800 | 36.66 | 257,256 | 40.10 | |||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 1,010 | 51.88 | 568 | 55.77 | ||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 2,278 | 2.24 | 1,280 | 4.83 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 1,651 | 18.10 | 928 | 21.02 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 1,928 | 1,084 | ||||||
| 2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 325 | 828.57 | 187 | 938.89 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 7,874 | 45.17 | 4,425 | 48.81 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 309,300 | 39.51 | 173,808 | 43.03 | |||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 210,853 | 9.26 | 115,560 | 7.82 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 547,981 | 1.65 | 307,932 | 4.21 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 1,377 | 0.66 | 774 | 3.20 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 81,100 | 10.34 | 45,572 | 13.09 | |||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 47,898 | 7.36 | 26,916 | 10.07 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 41,900 | 71.72 | 23,545 | 76.00 | |||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 6,614 | 3.07 | 3,717 | 5.66 | ||||
| 2025-06-30 | NP | ASMMX - 景顺峰会基金A级 | 198,396 | 57.52 | 108,733 | 55.43 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 109,456 | 61,508 | ||||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 698 | 392 | ||||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 957 | 9.00 | 538 | 11.64 | ||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 3,076 | 1,729 | ||||||
| 2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 41,200 | 34.64 | 23,152 | 38.03 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 35,138 | 19,745 | ||||||
| 2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 12,160 | 0.72 | 6,664 | -0.61 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 184,400 | 570.55 | 103,622 | 587.46 | |||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,035 | 6.76 | 9,390 | 8.48 | ||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 3,268 | 4.24 | 1,837 | 6.87 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 2,294 | 605.85 | 1,289 | 616.11 | ||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,011 | 6.53 | 33,986 | 5.11 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 6,983 | 4.99 | 3,924 | 7.65 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 10,772 | 50.95 | 6,053 | 54.77 | ||||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 404 | 1.51 | 227 | 4.13 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 1,560,141 | 7.54 | 876,706 | 10.25 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 29,387 | 9.89 | 16,514 | 12.66 | ||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 4,264 | 24.35 | 2,396 | 27.51 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 1,255 | 2.45 | 705 | 5.07 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 618 | 21.18 | 355 | 34.47 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 628 | 2.61 | 0 | |||||
| 2025-08-05 | 13F | 集团资本顾问有限公司 | 3,280 | 0.49 | 1,843 | 3.08 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,076 | 42.28 | 8,263 | 40.39 | ||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 1,539 | 0.98 | 865 | 3.47 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,648 | 19.37 | 14,413 | 22.37 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 51 | 29 | ||||||
| 2025-07-11 | 13F | 贝尔银行 | 6,251 | 2.76 | 3,513 | 5.34 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 45,405 | 59.75 | 25,515 | 63.77 | ||||
| 2025-07-24 | 13F | Edge 财务顾问有限公司 | 960 | 5.03 | 539 | 7.58 | ||||
| 2025-06-30 | NP | DAFGX - Dunham 重点关注大盘成长基金 A 类 | 24,255 | 21.76 | 13,293 | 20.15 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 8,409 | 0.77 | 4,725 | 3.30 | ||||
| 2025-07-30 | NP | 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF | 12,800 | 7,496 | ||||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 3,223 | 0.75 | 1,811 | 3.25 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 1,126 | 164.32 | 633 | 171.24 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 1,166 | 1.30 | 655 | 3.97 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 1,584 | 29.31 | 890 | 32.64 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 163,400 | 14.67 | 91,821 | 17.56 | |||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 448,507 | 0.46 | 252,034 | 2.99 | ||||
| 2025-08-13 | 13F | 林奇资产管理公司 | 9,425 | 36.10 | 5,296 | 39.55 | ||||
| 2025-08-28 | NP | BITQ - Bitwise 加密行业创新者 ETF | 5,202 | 8.67 | 2,923 | 11.44 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 6,423 | 2.54 | 3,609 | 5.13 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 8,560 | 2.00 | 5,013 | 3.64 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 87,700 | 59.74 | 49,282 | 63.78 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 645,371 | 87.30 | 362,660 | 92.02 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 932 | 2.42 | 524 | 5.02 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 104,618 | 8.07 | 58,790 | 10.80 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 3,612 | 4.51 | 2,030 | 7.13 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 3,879 | 4.81 | 2,179 | 7.45 | ||||
| 2025-03-31 | NP | JSFBX - 约翰汉考克海港多/空基金 A 类 | 4,031 | 137.96 | 2,239 | 164.54 | ||||
| 2025-08-26 | NP | BLCN - Siren 纳斯达克 NexGen 经济 ETF | 1,726 | 13.40 | 970 | 16.19 | ||||
| 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 | 99,422 | 0.42 | 58,222 | 2.03 | ||||
| 2025-08-27 | 13F | 蒙罗合伙公司 | 200,344 | 112,581 | ||||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 792 | 445 | ||||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 57 | 31 | ||||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 137,600 | 43.63 | 77,323 | 47.25 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 99 | 19.28 | 56 | 22.22 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 11,247 | 0.09 | 6,164 | -1.23 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 11,280 | 4.66 | 6,339 | 7.30 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 1,530 | 0.13 | 860 | 2.63 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 78,213 | 3.89 | 43,951 | 6.51 | ||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 1,488 | 836 | ||||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 696 | 391 | ||||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 485,502 | 1.10 | 272,823 | 3.65 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 13,267 | 0.51 | 7,455 | 3.06 | ||||
| 2025-08-12 | 13F | 巴尔 ES & Co | 50,836 | 1.87 | 28,567 | 4.43 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 49,100 | 2.08 | 27,591 | 4.65 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 106 | 13.98 | 60 | 18.00 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林聚焦增长 ETF | 10,914 | 15.57 | 6,133 | 18.49 | ||||
| 2025-08-19 | 13F | Marex 集团 | 777,714 | 437,029 | ||||||
| 2025-08-19 | 13F | Marex 集团 | Put | 772,000 | 433,818 | |||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 512 | 4.07 | 288 | 6.69 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 10,627 | 6.60 | 5,973 | 5.81 | ||||
| 2025-07-24 | NP | FGKFX - 富达成长公司K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 365,644 | 3.22 | 214,121 | 4.88 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 9,642 | 6.47 | 5,285 | 10.82 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 1,837 | 3.43 | 1,032 | 6.06 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 4,964 | 4.31 | 2,789 | 6.94 | ||||
| 2025-08-12 | 13F | Coalescent Partners 投资管理有限合伙人 | 29,787 | 8.03 | 16,739 | 10.75 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 129,207 | 4.92 | 72,607 | 7.56 | ||||
| 2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 562 | 329 | ||||||
| 2025-08-14 | 13F | 认证咨询公司 | 19,720 | 2.59 | 11,082 | 5.17 | ||||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 3,315 | 2.41 | 1,863 | 4.96 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 4,806 | 1.39 | 2,701 | 3.93 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 25,194 | 18.88 | 14,158 | 21.89 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 2,065 | 9.90 | 1,160 | 12.73 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 65,286 | 74.79 | 36,687 | 79.19 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 4,487 | 4.79 | 2,521 | 7.41 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 259 | 22.17 | 142 | 20.51 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 1,297 | 1.17 | 729 | 3.70 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 40,221 | 25.06 | 22,602 | 28.21 | ||||
| 2025-06-30 | NP | CHTRX - 景顺特许基金 A 类 | 81,780 | 44,820 | ||||||
| 2025-07-22 | 13F | 约德财富管理公司 | 603 | 10.44 | 339 | 13.04 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 145,382 | 2.67 | 81,696 | 5.26 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 15,507 | 3.37 | 8,714 | 7.45 | ||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 1,607 | 0.50 | 903 | 3.08 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 24,816 | 150.26 | 13,945 | 156.58 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,509,580 | 0.00 | 884,010 | 1.61 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 312,408 | 2.00 | 175,555 | 4.57 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,892 | 6.41 | 19,123 | 5.00 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 72,433 | 0.57 | 40,703 | 3.11 | ||||
| 2025-08-11 | 13F | 信托银行 | 7,898 | 2.80 | 4,438 | 5.39 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 729 | 410 | ||||||
| 2025-07-24 | NP | FBSOX - IT 服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 596,900 | 1.83 | 349,545 | 3.47 | ||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 631 | 41.16 | 355 | 44.49 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 363 | 204 | ||||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 758,573 | 3.24 | 415,744 | 1.87 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 110,832 | 9.12 | 60,743 | 7.67 | ||||
| 2025-08-26 | NP | WCMI-First Trust WCM 国际股票 ETF | 9,085 | 115.34 | 5,105 | 120.80 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 10,435 | 16.72 | 5,864 | 19.65 | ||||
| 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 | 968,249 | 8.32 | 530,659 | 6.88 | ||||
| 2025-07-09 | NP | Putnam ETF 信托 - Putnam 可持续领导者 ETF - | 32,411 | 3.55 | 18,980 | 5.22 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 8,957 | 3.92 | 5,033 | 6.54 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 101,118 | 2.81 | 56,822 | 5.40 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 1,527 | 128.94 | 858 | 167.29 | ||||
| 2025-08-29 | NP | JAFGX - 资本增值信托资产净值 | 48,863 | 37.52 | 27,458 | 40.99 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 11,038 | 0.65 | 6,203 | 3.18 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 832 | 0.36 | 468 | 2.86 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 980 | 0.72 | 551 | 3.19 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 984 | 1.76 | 553 | 4.34 | ||||
| 2025-04-15 | 13F | 会员财富有限责任公司 | 638 | 1.92 | 350 | -1.13 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 227 | 128 | ||||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 47,950 | 21.23 | 26,279 | 19.62 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 273,070 | 25.95 | 149,659 | 24.28 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 641,648 | 1.79 | 360,568 | 4.36 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 1,591 | 0.13 | 894 | 2.64 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 7,677 | 18.20 | 4,496 | 20.09 | ||||
| 2025-08-13 | 13F | Pragma Gestao De Patrimonio 有限公司 | 11,900 | 23.96 | 6,687 | 27.11 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 1,737 | 10.85 | 981 | 14.07 | ||||
| 2025-06-27 | NP | LMBO - Direxion 每日加密货币行业牛市 2X 股 | 494 | 7.39 | 271 | 5.88 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 17,816 | 10,012 | ||||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 3,869 | 41.88 | 2,174 | 45.52 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 6,632 | 1.61 | 3,727 | 4.17 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 4,398 | 2.69 | 2,478 | 5.58 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 3,116 | 1,751 | ||||||
| 2025-08-12 | 13F | 熵技术有限公司 | 23,210 | 237.31 | 13,043 | 245.85 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 491,250 | 2.46 | 276,053 | 5.04 | ||||
| 2025-07-09 | NP | 普特南 ETF 信托 - 普特南可持续未来 ETF - | 10,369 | 16.69 | 6,072 | 18.57 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 21,628 | 15.96 | 12,154 | 18.88 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 7,222 | 7.21 | 4,058 | 9.91 | ||||
| 2025-08-28 | NP | ADSIX - 纪律成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,883 | 0.35 | 11,735 | 2.88 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 3,753 | 3.39 | 2,109 | 5.98 | ||||
| 2025-07-21 | 13F | 卡斯托斯家族办公室有限责任公司 | 535 | 29.85 | 301 | 33.33 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 13,172 | 5.32 | 7,402 | 7.98 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 1,220,265 | 0.41 | 685,716 | 2.94 | ||||
| 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 | 1,834 | 7.95 | 1,031 | 10.63 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 16,056 | 79.28 | 9,023 | 83.78 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 43,680 | 0.88 | 24,546 | 3.43 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 6,162 | 7.58 | 3,463 | 10.29 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 95,844 | 103.21 | 53,859 | 108.33 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 64,460 | 19.89 | 37,748 | 21.83 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 2,248 | 6.49 | 1,263 | 9.16 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 3,590 | 0.79 | 2,017 | 3.33 | ||||
| 2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,499 | 5.35 | 1,404 | 8.00 | ||||
| 2025-06-26 | NP | PGKAX - PGIM Jennison 科技基金 A 类 | 731 | 8.78 | 401 | 7.24 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 14,793 | 12.27 | 8,313 | 15.09 | ||||
| 2025-08-14 | 13F | 尼亚影响顾问有限公司 | 4,828 | 0.48 | 2,713 | 3.04 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 1,881 | 5.20 | 1,056 | 23.08 | ||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | Call | 4 | ||||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 1,727 | 15.13 | 970 | 18.15 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 136,210 | 0.79 | 76,542 | 3.33 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 2,884 | 3.00 | 1,621 | 5.61 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 55,568 | 1.66 | 31,226 | 4.23 | ||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 68,587 | 0.70 | 38,542 | 3.24 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 207,943 | 85.02 | 114,304 | 86.17 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 300 | 44.23 | 164 | 42.61 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 324 | 10.96 | 182 | 13.75 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 186,070 | 5.78 | 101,978 | 4.38 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 1,082 | 10.41 | 608 | 13.22 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 9,195 | 3.37 | 5,167 | 5.99 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 95,800 | 6.33 | 53,834 | 9.01 | |||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 1,600 | 899 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 813,559 | 63.97 | 457,171 | 68.10 | ||||
| 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 | 541 | 35.93 | 304 | 39.45 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 1,654 | 3.05 | 930 | 5.69 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 350 | 13.27 | 197 | 15.98 | ||||
| 2025-05-29 | NP | JAFSX - 科学技术信托资产净值 | 10,196 | 5,102.04 | 5,589 | 5,325.24 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 5,322 | 2,917 | ||||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 1,079 | 4.55 | 606 | 7.26 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 393 | 0.26 | 221 | 2.80 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 1,007 | 16.69 | 590 | 18.51 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 228 | 14.00 | 128 | 17.43 | ||||
| 2025-06-05 | NP | GTLOX - 量化美国大盘核心股票投资组合 - 顾问股票 | 5,712 | 3,131 | ||||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 3,508 | 1,971 | ||||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,360,647 | 5.85 | 745,716 | 4.45 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 615 | 0.82 | 346 | 3.29 | ||||
| 2025-08-14 | 13F | 安盛公司 | 352,913 | 34.49 | 198,316 | 37.88 | ||||
| 2025-07-25 | 13F | 飞马资产管理公司 | 17,479 | 1.50 | 9,822 | 4.07 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 12,012 | 4.25 | 6,750 | 6.89 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 3,786 | 12.58 | 2,128 | 15.41 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 49,377 | 31.10 | 27,062 | 29.36 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 4,039 | 7.14 | 2,270 | 9.83 | ||||
| 2025-08-14 | 13F | 南岸银行 | 11,712 | 0.24 | 6,582 | 2.76 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 1,243,825 | 2.60 | 698,955 | 5.18 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 204,140 | 0.35 | 115 | 2.70 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 成长股票系列标准 | 6,535 | 11.37 | 3,672 | 14.18 | ||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 650 | 2.52 | 365 | 5.19 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 901,428 | 8.48 | 506,548 | 11.22 | ||||
| 2025-06-05 | NP | RESGX - 负责任的 ESG 美国股票投资组合 | 416 | 228 | ||||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 1,900,566 | 2.65 | 1,065,397 | 5.12 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Put | 7,400 | 21.31 | 4 | 33.33 | |||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,936 | 2.49 | 1,088 | 5.02 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 500 | 25.00 | 281 | 27.85 | |||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 870 | 5.71 | 477 | 4.16 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 245,635 | 18.53 | 143,844 | 20.44 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 3,607 | 0.11 | 2,027 | 2.68 | ||||
| 2025-07-31 | 13F | 智能理财策略 | 4,229 | 0.02 | 2,376 | 2.55 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 26,103 | 13.19 | 14,607 | 9.56 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 6,871 | 1.63 | 3,861 | 4.21 | ||||
| 2025-08-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 84 | 2.44 | 47 | 6.82 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 12,445 | 7.55 | 7,288 | 9.28 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 10,680 | 2.36 | 6,001 | 4.95 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 11,684 | 6.53 | 6,566 | 9.22 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 4,971 | 0.10 | 2,789 | 2.57 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 1,545 | 8.96 | 868 | 16.22 | ||||
| 2025-05-30 | NP | PRSCX - T. Rowe Price 科学技术基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93,130 | 5,613.50 | 51,046 | 5,849.42 | ||||
| 2025-08-01 | 13F | 克莱德资本合伙公司 | 193,940 | 17.23 | 108,983 | 20.19 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 17,191 | 9,660 | ||||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 758,559 | 17.20 | 426,260 | 20.15 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 9,829 | 0.93 | 5,523 | 3.49 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 31,379 | 10.84 | 17,200 | 15.38 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 8,883 | 3.07 | 4,992 | 5.67 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 212 | 10.99 | 119 | 14.42 | ||||
| 2025-07-23 | 13F | 第一招商局 | 2,046 | 1.04 | 1,150 | 3.61 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 1,864 | 37.97 | 1,017 | 37.43 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 624 | 351 | ||||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 2,506 | 8.25 | 1,408 | 11.04 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 6,215 | 11.26 | 3,493 | 14.08 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 30,285 | 0.26 | 17,018 | -3.79 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 664 | 6.41 | 373 | 15.84 | ||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 27,909 | 10.93 | 15,683 | 13.73 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 14,475 | 30.70 | 8,134 | 34.00 | ||||
| 2025-07-16 | 13F | Ascent 资本管理有限公司 | 534 | 5.33 | 300 | 8.30 | ||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 1,056 | 0.67 | 1 | |||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 592 | 11.07 | 333 | 13.70 | ||||
| 2025-08-07 | 13F | 威斯康星资本管理有限公司 | 16,199 | 0.38 | 9,103 | 2.91 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球研究投资组合初始类别 | 3,083 | 1,732 | ||||||
| 2025-08-12 | 13F | Qvr有限公司 | 560 | 315 | ||||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 1,736 | 106.67 | 951 | 104.08 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 11,299 | 4.84 | 6,385 | 16.24 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 9,200 | 736.36 | 5,170 | 758.64 | |||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Put | 5,000 | 2,769 | |||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 38,371 | 1.11 | 21,562 | 3.66 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 核心股票 II 类 | 21,827 | 8.74 | 12,265 | 11.48 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 19,041 | 8.50 | 11,150 | 10.24 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 2,146 | 1.42 | 1,206 | 3.97 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 5,057 | 0.38 | 2,842 | 2.90 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 78,475,807 | 1.20 | 44,098,695 | 3.75 | ||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 483 | 1.47 | 266 | 5.58 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 755,000 | 2.44 | 424,265 | 5.02 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 1,381 | 20.09 | 776 | 23.17 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 4,576 | 5.32 | 2,508 | 9.66 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 13,100 | 296.97 | 7,361 | 307.13 | |||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 6,637 | 133.45 | 3,730 | 139.35 | ||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 3,773 | 4.86 | 2,120 | 7.51 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 10,040 | 0.01 | 5,642 | 2.53 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 114,980 | 63.50 | 64,612 | 67.62 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 83,700 | 5,131.25 | 47,034 | 5,269.18 | |||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 2,402 | 42.89 | 1,350 | 46.47 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 1,688 | 32.39 | 949 | 35.82 | ||||
| 2025-07-18 | 13F | JVL联营公司 | 1,493 | 0.47 | 839 | 2.95 | ||||
| 2025-08-14 | 13F | 索恩资本管理有限公司 | 37,277 | 20,947 | ||||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 2,155 | 133.73 | 1,262 | 137.48 | ||||
| 2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 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 | 398,400 | 44.66 | 223,877 | 48.31 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 400 | 225 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 91,830 | 9.74 | 51,604 | 12.51 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 700 | 393 | |||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 898 | 14.69 | 505 | 17.48 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 16,145 | 0.65 | 9,073 | 3.18 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 55,012 | 42.84 | 31 | 42.86 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 572 | 24.62 | 321 | 27.89 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 1,848 | 10.00 | 1,039 | 12.70 | ||||
| 2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 910 | 2.82 | 507 | 4.54 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 13,901 | 19.55 | 7,812 | 22.56 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 817 | 29.27 | 459 | 32.66 | ||||
| 2025-08-13 | 13F | 科洛弗资本集团有限公司 | 10,035 | 0.84 | 5,639 | 3.39 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 38 | 0 | ||||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 2,437 | 10.32 | 1,369 | 13.14 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 174,098 | 1.06 | 95,416 | -0.28 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 7,261 | 39.13 | 4,080 | 42.66 | ||||
| 2025-08-22 | NP | MUOIX - 美国核心投资组合 I 类 | 22,783 | 14.23 | 12,803 | 17.12 | ||||
| 2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 727 | 51.46 | 399 | 57.94 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 5,869 | 7.65 | 3,341 | 11.78 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 25,205 | 4.83 | 14,163 | 7.47 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 1,585 | 120.75 | 891 | 126.46 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 771,551 | 1.51 | 433,565 | 4.07 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 22,526 | 7.32 | 12,658 | 10.03 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 744 | 0.95 | 418 | 3.72 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | Put | 562 | ||||||
| 2025-08-15 | 13F/A | GCQ 基金管理有限公司 | 61,914 | 25.96 | 34,792 | 29.13 | ||||
| 2025-08-13 | 13F | 麦高恩集团资产管理公司 | 2,538 | 0.83 | 1,426 | 3.41 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 541,639 | 2.05 | 304,369 | 4.62 | ||||
| 2025-08-12 | 13F | Baypointe Partners有限责任公司 | 15,000 | 8,429 | ||||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 20,161 | 11,329 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 61,798 | 75.65 | 34,729 | 83.19 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 1,641 | 0.61 | 922 | 3.25 | ||||
| 2025-07-30 | 13F | 法利资本有限公司 | 66,058 | 0.15 | 37,121 | 2.68 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | Put | 1,011 | 2.54 | |||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 506 | 26.82 | 277 | 25.34 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 32,171 | 13.63 | 18,078 | 16.50 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 223 | 869.57 | 125 | 941.67 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,409 | 33.43 | 792 | 36.61 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 68,348 | 9.53 | 37,459 | 8.08 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 4,110 | 145.08 | 2,310 | 151.25 | ||||
| 2025-08-13 | 13F | Echo45 顾问有限责任公司 | 840 | 1.94 | 472 | 4.66 | ||||
| 2025-08-13 | 13F | 爱达荷信托银行 | 537 | 302 | ||||||
| 2025-05-15 | 13F | 瑞银奥康纳有限公司 | 9,300 | 5,098 | ||||||
| 2025-07-24 | 13F | PDS 规划公司 | 6,230 | 31.41 | 3,501 | 34.72 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 5,883 | 3,224 | ||||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 643 | 361 | ||||||
| 2025-08-14 | 13F | 山顶控股公司 | 24,270 | 3.26 | 13,638 | 5.87 | ||||
| 2025-08-14 | 13F | 采石场LP | 924 | 6.94 | 519 | 9.73 | ||||
| 2025-08-27 | NP | MGRIX - Marsico 成长基金 | 31,777 | 27.94 | 17,857 | 31.16 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 73,927 | 2.43 | 42 | 5.13 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 3,193,791 | 0.35 | 1,794,719 | 2.88 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 1,799 | 1.35 | 1,011 | 3.91 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 1,896 | 11.79 | 1,066 | 14.64 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 28,800 | 62.71 | 16 | 77.78 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 10,392 | 127.05 | 5,840 | 132.81 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 平衡 II 级 | 4,293 | 9.88 | 2,412 | 12.66 | ||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 1,529 | 9.84 | 859 | 12.73 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 641 | 2.07 | 360 | 4.65 | ||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 755 | 424 | ||||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 85,588 | 6.21 | 48,095 | 8.89 | ||||
| 2025-08-14 | 13F | 绝对合作伙伴 Gestao de Recursos Ltda | 4,195 | 15.25 | 2,357 | 18.15 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 4,355 | 516.86 | 2 | |||||
| 2025-08-04 | 13F | 巴伦汀有限责任公司 | 618 | 347 | ||||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 61,410 | 0.49 | 34,509 | 3.02 | ||||
| 2025-08-12 | 13F | 主要管理 ETF Advisors, LLC | 1,466 | 1.66 | 1 | |||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 491 | 1.45 | 276 | 3.77 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 23,719 | 13.61 | 13,328 | 16.48 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 30,477 | 0.20 | 17,127 | 2.72 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 412 | 232 | ||||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 5,554 | 10.62 | 3,121 | 13.41 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 11,035 | 8.06 | 6,462 | 9.80 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 2,460 | 5.31 | 1,382 | 7.97 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 4,195 | 290.23 | 2,357 | 300.17 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 1,136 | 43.07 | 638 | 46.67 | ||||
| 2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,143 | 17.23 | 33,235 | 20.18 | ||||
| 2025-07-23 | 13F | 阳光资本管理有限公司 | 2,181 | 2.88 | 1,226 | 5.51 | ||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 368 | 207 | ||||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 14,194 | 6.63 | 7,976 | 9.32 | ||||
| 2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 118,033 | 1.51 | 66,327 | 4.07 | ||||
| 2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 1,085 | 610 | ||||||
| 2025-05-29 | NP | AIM 可变保险基金 (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO VI 科技基金系列 I | 8,670 | 110.95 | 4,752 | 140.12 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 112 | 2.75 | |||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 1,959 | 10.06 | 1,101 | 9.13 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 561 | 19.87 | 315 | 23.05 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 2,996 | 1.08 | 1,684 | 3.63 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 11,055 | 6,212 | ||||||
| 2025-07-24 | NP | DESRX - DWS ESG 核心股票基金 R 类 | 2,217 | 4.87 | 1,298 | 6.57 | ||||
| 2025-08-14 | NP | CCGSX - 肖托夸全球增长基金投资者类别 | 33,037 | 2.96 | 18,565 | 5.56 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 28,706 | 10.09 | 16,131 | 12.88 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 108 | 20.00 | 61 | 22.45 | ||||
| 2025-06-25 | NP | CFIPX - QS全球股票基金A类 | 9,455 | 215.80 | 5,182 | 211.73 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 5,493 | 3.41 | 3,087 | 6.01 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 776 | 0.39 | 436 | 3.07 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 631 | 4.82 | 355 | 7.27 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 53,957 | 37.60 | 30,321 | 41.07 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 283,935 | 0.23 | 159,554 | 2.75 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 18,835 | 50.16 | 10,584 | 53.95 | ||||
| 2025-08-14 | 13F | 狂热财富合作伙伴有限责任公司 | 404 | 227 | ||||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 1,008,531 | 5.99 | 590,596 | 7.70 | ||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 416 | 0.24 | 234 | 2.64 | ||||
| 2025-08-04 | 13F | 海滨财富公司 | 2,474 | 13.07 | 1,390 | 15.93 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 9,808 | 4.00 | 5,511 | 6.62 | ||||
| 2025-07-17 | 13F | 湾桥资本集团有限责任公司 | 371 | 0.27 | 208 | 2.46 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 10,983 | 2.29 | 6,172 | 4.86 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 732,295 | 4.32 | 411,555 | 6.96 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 74,226 | 138.32 | 41,710 | 144.33 | ||||
| 2025-06-26 | NP | CABDX - AB 相对价值基金公司 A 类 | 34,090 | 0.47 | 18,683 | -0.86 | ||||
| 2025-07-23 | 13F | 定义财务规划有限责任公司 | 404 | 222 | ||||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 163,544 | 58.14 | 91,902 | 62.13 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 25,100 | 21.26 | 14,105 | 24.31 | |||
| 2025-08-04 | 13F | UNIVEST金融公司 | 9,316 | 25.28 | 5,235 | 28.47 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 27,543 | 0.88 | 15,478 | 3.43 | ||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 418 | 235 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 16,781 | 11.82 | 9,430 | 14.64 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 2,112 | 7.87 | 1,187 | 10.53 | ||||
| 2025-07-09 | 13F | 桑迪湾顾问有限责任公司 | 929 | 20.03 | 522 | 22.88 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 2,198 | 31.77 | 1,235 | 35.12 | ||||
| 2025-08-21 | NP | THMZ-Lazard股票大趋势ETF | 1,216 | 683 | ||||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 19,194 | 659.56 | 10,786 | 678.70 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 2,373 | 9.96 | 1,333 | 12.77 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 394 | 221 | ||||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 2,920 | 0.07 | 1,641 | 10.36 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 5,745 | 1.79 | 3,228 | 4.36 | ||||
| 2025-08-14 | 13F | 极地资产管理合伙公司 | 1,500 | 843 | ||||||
| 2025-07-28 | NP | NBGX - 路博迈成长ETF | 431 | 3.36 | 252 | 5.00 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 5,319,410 | 1.77 | 2,989,189 | 4.33 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 8 | 5 | ||||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 13,497 | 0.48 | 7,585 | 3.02 | ||||
| 2025-07-31 | 13F | BIP 联盟有限责任公司 | 480 | 1.05 | 270 | 3.46 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 4,973 | 4.39 | 2,726 | 8.65 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 2,540 | 17.59 | 1,427 | 20.63 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 42,172 | 11.29 | 23,698 | 14.09 | ||||
| 2025-06-26 | NP | MSTMX - 晨星多部门债券基金 | 157 | 0.64 | 86 | 0.00 | ||||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 920,475 | 1.56 | 517,252 | 4.13 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 47,980 | 11.88 | 27 | 13.04 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 1,327 | 7.19 | 746 | 9.88 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 5,336 | 105.23 | 2,999 | 110.39 | ||||
| 2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 634 | 1.77 | 356 | 4.40 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 1,676 | 942 | ||||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 79 | 203.85 | 44 | 214.29 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 3,238 | 41.34 | 1,820 | 44.94 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 32,450 | 3.40 | 18,235 | 6.01 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 7,164 | 50.35 | 4,026 | 54.16 | ||||
| 2025-07-23 | 13F | 米罗娃美国有限责任公司 | 1,070,696 | 3.62 | 601,667 | 6.24 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 4,809 | 0.54 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 阿塔兰资本合伙人有限合伙人 | 235,000 | 42.42 | 132,056 | 46.02 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 3,754 | 2.60 | 2,110 | 5.19 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 2,029 | 0.25 | 1,140 | 2.80 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 605 | 17.25 | 340 | 20.57 | ||||
| 2025-07-07 | 13F | Modus 顾问有限责任公司 | 6,606 | 0.50 | 3,712 | 3.03 | ||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 3,599 | 2.51 | 2,021 | 5.04 | ||||
| 2025-08-22 | NP | FDIG - 富达加密行业和数字支付 ETF | 4,535 | 5.98 | 2,548 | 8.66 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 685 | 3.32 | 385 | 6.06 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 219,441 | 16.18 | 123,313 | 19.11 | ||||
| 2025-05-30 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 220 | 121 | ||||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 321 | 352.11 | 180 | 373.68 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 4,864 | 64.94 | 2,733 | 69.12 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 909 | 2.48 | 511 | 4.94 | ||||
| 2025-08-08 | 13F | 弗朗西斯金融公司 | 710 | 399 | ||||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 13,630 | 20.92 | 7,659 | 23.97 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 2,884 | 2.89 | 1,621 | 5.47 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 910 | 0.55 | 512 | 3.02 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 35,925 | 22.80 | 20,188 | 25.89 | ||||
| 2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 197,232 | 9.54 | 115,499 | 11.31 | ||||
| 2025-08-07 | 13F | 博尼特资本管理有限责任公司 | 50,000 | 25.00 | 28,097 | 28.16 | ||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 11,227 | 28.65 | 6,153 | 26.94 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 12,473 | 20.49 | 7,009 | 23.53 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 5,764 | 4.46 | 3,239 | 7.11 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 2,984 | 6.50 | 1,677 | 9.19 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 965 | 17.97 | 1 | |||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 70,575 | 0.33 | 39,659 | 2.86 | ||||
| 2025-05-15 | 13F | 基准投资顾问有限责任公司 | 5,474 | 2.13 | 3,001 | 6.31 | ||||
| 2025-08-26 | NP | QAOSWX - T. Rowe 为新美国增长投资组合定价 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,000 | 47.73 | 7,305 | 51.46 | ||||
| 2025-08-12 | 13F | 埃格顿资本（英国）有限责任合伙 | 420,046 | 10.47 | 236,041 | 13.26 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 382 | 1.60 | 215 | 3.88 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 156 | 13.04 | 88 | 16.00 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 6,523 | 20.75 | 3,665 | 23.78 | ||||
| 2025-08-08 | 13F | 王财富 | 17,058 | 1.45 | 10 | 0.00 | ||||
| 2025-07-11 | 13F | 迪恩退休策略公司 | 7,096 | 33.23 | 3,983 | 36.51 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 3,175 | 8.55 | 1,784 | 11.29 | ||||
| 2025-06-27 | NP | FMTM - MarketDesk 聚焦美国动量 ETF | 892 | 489 | ||||||
| 2025-06-26 | NP | FFEIX - Nuveen 股息价值基金 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 | 77,340 | 2.75 | 42,387 | 1.39 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 6,412 | 2.58 | 3,649 | 9.45 | ||||
| 2025-07-08 | 13F | 米拉博与Cie SA | 6,409 | 15.31 | 3,601 | 18.22 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 89,800 | 21.02 | 50,462 | 24.08 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 1,220 | 13.07 | 669 | 11.52 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 13,075 | 1.92 | 6,297 | 15.08 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 26,517 | 3.72 | 14,901 | 6.34 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 5,100 | 2,866 | |||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,654 | 9.46 | 929 | 12.20 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 4,200 | 2,360 | |||||
| 2025-07-29 | 13F | 有志者有限公司 | 3,326 | 7.05 | 1,869 | 9.75 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | 4,440 | 2,495 | ||||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 4,845 | 8.95 | 2,723 | 11.69 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 544 | 173.37 | 306 | 179.82 | ||||
| 2025-07-08 | 13F | 麦迪逊公园资本顾问有限公司 | 381 | 214 | ||||||
| 2025-07-17 | 13F | 汉森联合金融集团有限公司 | 3,915 | 2,155 | ||||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 91 | 8.33 | 51 | 10.87 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 1,038,784 | 6.63 | 583,734 | 9.32 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 5,161 | 19.63 | 2,900 | 22.67 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 36 | 12.50 | 20 | 11.76 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 13,199 | 9.22 | 7,411 | 11.88 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 39,577 | 8.14 | 22 | 10.00 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 5,157 | 26.21 | 2,898 | 29.43 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 1,105 | 1.01 | 621 | 3.67 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 3,700 | 2 | |||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 95,000 | 53,384 | ||||||
| 2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 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 | 1,368,819 | 1.80 | 769,194 | 4.36 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -796 | -64.40 | -466 | -63.82 | |||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 211,339 | 12.39 | 119 | 14.56 | ||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 1,223 | 10.98 | 716 | 12.76 | ||||
| 2025-07-25 | 13F | 谷溪资本集团有限公司 | 1,913 | 3.13 | 1,075 | 5.71 | ||||
| 2025-08-14 | 13F | 夜猫子资本管理有限责任公司 | 52,694 | 3.17 | 29,611 | 5.77 | ||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 75,108 | 0.84 | 41,164 | -0.50 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 19,322 | 4.68 | 10,858 | 7.31 | ||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 8,028 | 25.22 | 4,511 | 28.41 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 1,993 | 3.26 | 1,120 | 5.86 | ||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 10,689 | 17.60 | 6,259 | 19.49 | ||||
| 2025-08-13 | 13F | 蓝鲸资本 | 59,488 | 13.60 | 33,429 | 16.47 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 4,087 | 1.62 | 2,296 | 4.17 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 641 | 360 | ||||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 810 | 27.36 | 467 | 37.87 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 10,604 | 0.35 | 5,959 | 2.88 | ||||
| 2025-08-27 | NP | BIOPX - 男爵机会基金 | 56,400 | 7.02 | 31,693 | 9.72 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,120 | 149.41 | 1,191 | 166.44 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 14,578 | 8.55 | 8,192 | 11.28 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 10,925 | 0.80 | 6,139 | 3.35 | ||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 1,096 | 2.43 | 616 | 4.95 | ||||
| 2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 2,597 | 32.70 | 1,521 | 34.87 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 22 | 10.00 | 12 | 9.09 | ||||
| 2025-07-22 | 13F | 塔尔博特金融有限责任公司 | 18,988 | 21.14 | 10,670 | 24.20 | ||||
| 2025-08-14 | 13F | 改善有限责任公司 | 947 | 6.52 | 1 | |||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,579 | 3.53 | 1,962 | 2.14 | ||||
| 2025-08-15 | 13F | 灯笼财富顾问有限责任公司 | 3,959 | 5.77 | 2,112 | 7.21 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 6,042 | 3,395 | ||||||
| 2025-08-26 | NP | QAAGYX - T. Rowe Price 国际股票投资组合 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 | 2,336 | 30.80 | 1,313 | 34.15 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 725,310 | 0.50 | 407,581 | 3.03 | ||||
| 2025-08-29 | NP | BBLU - EA Bridgeway 蓝筹股 ETF | 11,792 | 7.73 | 6,626 | 10.45 | ||||
| 2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,086,432 | 32.04 | 1,221,815 | 34.17 | ||||
| 2025-08-13 | 13F | 托比亚斯财务顾问公司 | 960 | 112.86 | 539 | 118.22 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 97,440 | 18.33 | 54,755 | 21.31 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 1,293,103 | 72.09 | 727 | 76.64 | ||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 381,273 | 0.47 | 214,253 | 3.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 442 | 25.21 | 248 | 28.50 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 1,341,647 | 8.98 | 753,925 | 11.72 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 384 | 10.66 | 216 | 13.16 | ||||
| 2025-06-27 | NP | ITYAX - 景顺科技基金A类 | 71,218 | 310.67 | 39,032 | 305.22 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 15,411 | 2.89 | 8,660 | 5.49 | ||||
| 2025-07-14 | 13F | 沙夫投资有限公司 | 5,273 | 8.83 | 2,963 | 11.60 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 563,116 | 0.96 | 316,437 | 3.50 | ||||
| 2025-08-14 | 13F | 特朗布朗资本集团 | 5,358 | 2.68 | 3,011 | 5.24 | ||||
| 2025-07-07 | 13F | 舒尔茨财富有限公司 | 398 | 0.76 | 224 | 3.24 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | 3,884 | 2,183 | ||||||
| 2025-07-09 | 13F | 阿莱斯科顾问有限公司 | 473 | 12.62 | 266 | 15.22 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 2,120 | 8.77 | 1,191 | 11.52 | ||||
| 2025-08-20 | 13F | 前沿财富合作伙伴有限责任公司 | 1,568 | 3.02 | 826 | -1.08 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 638 | 4.42 | 359 | 6.87 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 24,792 | 3.24 | 13,932 | 5.83 | ||||
| 2025-08-15 | 13F | 祖克曼投资集团有限责任公司 | 3,204 | 12.98 | 1,801 | 15.83 | ||||
| 2025-08-08 | 13F | 格林资本管理有限公司 | 15 | 8 | ||||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 5,760 | 2.78 | 3,237 | 5.37 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 616 | 12.00 | 338 | 10.49 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 21,625 | 26.16 | 12,152 | 29.33 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 103,380 | 4.28 | 58,093 | 6.90 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 2,321 | 14.22 | 1,304 | 17.16 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 3,727 | 1,963 | ||||||
| 2025-07-23 | 13F | 兰辛街顾问公司 | 406 | 228 | ||||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 1,797 | 2.04 | 1,010 | 4.56 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 44 | 25 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 128,525 | 92.51 | 72,223 | 97.36 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 66,727 | 3.81 | 39,075 | 5.49 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 29,280 | 0.69 | 16,454 | 3.23 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 7,901 | 13.60 | 4,440 | 16.48 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 34,946 | 3.87 | 19,153 | 2.49 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 13,421,148 | 55,868.09 | 24 | -99.83 | ||||
| 2025-07-23 | 13F | 德雷克联合有限责任公司 | 1,141 | 22.03 | 641 | 25.20 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 67 | 38 | ||||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 92,931 | 146.32 | 52,222 | 152.54 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 123 | 67 | ||||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 7,427 | 0.09 | 4,174 | 2.61 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 401,254 | 3.33 | 225,481 | 5.94 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 3,121 | 97.91 | 1,754 | 102.89 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,804,387 | 0.05 | 988,912 | -1.28 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 11,076 | 0.34 | 6,224 | 2.88 | ||||
| 2025-07-10 | 13F | 专业财务顾问有限责任公司 | 2,926 | 0.72 | 1,644 | 3.27 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 680 | 21.21 | 382 | 24.43 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 432,268 | 0.77 | 253,136 | 2.39 | ||||
| 2025-07-30 | 13F | 退休计划小组 | 821 | 25.92 | 462 | 29.13 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 5 | 3 | ||||||
| 2025-07-11 | 13F | AA 财务顾问有限责任公司 | 1,322 | 60.24 | 743 | 64.16 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 142,125 | 0.58 | 79,866 | 3.12 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,158 | 64.72 | 651 | 68.83 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 966 | -1.03 | ||||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 127,946 | 1.18 | 72 | 2.90 | ||||
| 2025-08-14 | 13F | 核心财富顾问公司 | 590 | 332 | ||||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 16,177 | 9,091 | ||||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 4,755 | 135.63 | 2,672 | 141.72 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 977 | 10.02 | 549 | 12.96 | ||||
| 2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 204,108 | 119,526 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 8,258 | 4.84 | 4,640 | 7.48 | ||||
| 2025-07-09 | 13F | 催化剂私人财富有限公司 | 957 | 20.83 | 538 | 23.73 | ||||
| 2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 14,852 | 2.87 | 8,346 | 5.47 | ||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 12,606 | 1.96 | 7,382 | 3.61 | ||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 19,957 | 1.67 | 11,214 | 4.23 | ||||
| 2025-08-27 | NP | VHGEX - 先锋全球股票基金投资者股票 | 275,697 | 5.97 | 154,925 | 8.64 | ||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 278,132 | 4.57 | 156,293 | 7.21 | ||||
| 2025-04-01 | 13F | 中心资产管理有限责任公司 | 6,450 | 4 | ||||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 73,718 | 1.72 | 41,425 | 4.29 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 5,782 | 12.47 | 3,249 | 15.34 | ||||
| 2025-08-04 | 13F | 大陆投资者服务公司 | 1,160 | 0.43 | 652 | 3.00 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 21,566 | 4,187.48 | 12,119 | 4,306.55 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 32,848 | 110.52 | 9,229 | 2.33 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 107,480 | 1.96 | 60,397 | 4.53 | ||||
| 2025-08-14 | 13F | 马什菲尔德联合公司 | 566,442 | 0.63 | 318,306 | 3.16 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 2,020,661 | 24.16 | 1,135,490 | 27.29 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 6,872 | 0.78 | 3,862 | 3.32 | ||||
| 2025-08-08 | 13F | 柏灵财富合伙有限公司 | 17,837 | 7.69 | 10,023 | 10.40 | ||||
| 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 | 842 | 17.43 | 461 | 15.83 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 3,145 | 20.68 | 1,767 | 23.74 | ||||
| 2025-08-20 | NP | LCGNX - William Blair 大盘成长基金 N 类 | 224,100 | 8.29 | 125,931 | 11.02 | ||||
| 2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 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 | 3,791 | 14.74 | 2,130 | 17.68 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 151,157 | 0.76 | 84,941 | 3.30 | ||||
| 2025-08-26 | NP | IBLC - iShares 区块链和科技 ETF | 2,709 | 9.23 | 1,522 | 11.99 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 101,249 | 14.69 | 56,896 | 17.59 | ||||
| 2025-08-27 | NP | BDAFX - 男爵持久优势基金 | 24,121 | 2.25 | 13,555 | 4.83 | ||||
| 2025-08-14 | 13F | TB资本资源管理有限公司 | 7,953 | 4,469 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 1,283,362 | 0.09 | 721,172 | 2.61 | ||||
| 2025-08-05 | 13F | 九点合伙人有限公司 | 1,388 | 9.46 | 780 | 12.09 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 2,252 | 13.34 | 1,265 | 16.16 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 21,389 | 4.19 | 11,722 | 2.82 | ||||
| 2025-08-06 | 13F | 财务咨询公司 /ut/ /adv | 484 | 1.68 | 0 | |||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 77,301 | 12.35 | 43,439 | 15.18 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Put | 2,200 | 1,236 | |||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 47,000 | 26,411 | |||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 15,209 | 8.50 | 8,547 | 11.25 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 220 | 400.00 | 124 | 416.67 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 595 | 2.06 | 348 | 3.88 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 13,753 | 7,728 | ||||||
| 2025-08-14 | 13F | 斯特恩律师事务所 | 134,351 | 2.98 | 75,650 | 5.79 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 1,845 | 8.59 | 1,037 | 11.28 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian Growth & Income VIP 基金 | 2,640 | 15.79 | 1,484 | 18.73 | ||||
| 2025-07-22 | 13F | 希科利资产管理公司 | 1,932 | 0.05 | 1,086 | 2.55 | ||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 校准股息增长投资组合 VC 级 | 8,336 | 0.26 | 4,684 | 2.79 | ||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,001 | 7.77 | 4,685 | 9.51 | ||||
| 2025-07-28 | 13F | 达世币收购公司 | 46,970 | 0.56 | 26,402 | -1.96 | ||||
| 2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 670 | 2.76 | 367 | 1.38 | ||||
| 2025-08-14 | 13F | 航行者全球管理有限公司 | 400,000 | 224,776 | ||||||
| 2025-08-08 | 13F | Bouchey金融集团有限公司 | 380 | 214 | ||||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 11,055 | 20.07 | 6,212 | 23.11 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 394,630 | 0.03 | 221,758 | 2.56 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 334,210 | 0.26 | 187,806 | 2.79 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 21,640 | 3.87 | 12,160 | 6.49 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 820 | 28.33 | 480 | 30.43 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 2,432 | 1.08 | 1,367 | 3.64 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 26,425 | 0.36 | 14,849 | 2.90 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 102 | 27.50 | 57 | 32.56 | ||||
| 2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 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 | 61,983 | 11.11 | 36,297 | 12.91 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 17,270 | 40.00 | 10,113 | 42.26 | ||||
| 2025-08-14 | 13F | 黑曜石个人规划解决方案有限责任公司 | 684 | 41.32 | 384 | 44.91 | ||||
| 2025-08-14 | 13F | 富力资产管理公司 | 13,653 | 8.16 | 7,672 | 10.90 | ||||
| 2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 3,670 | 1.27 | 2,063 | 3.83 | ||||
| 2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 233,127 | 17.59 | 131,003 | 20.55 | ||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 330,673 | 14.45 | 185,818 | 17.33 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 1,160 | 4.60 | 652 | 7.25 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 80,381 | 0.36 | 45,169 | 2.89 | ||||
| 2025-08-14 | 13F | 索罗班资本合伙公司 | 1,037,173 | 12.47 | 582,829 | 15.30 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 781 | 66.17 | 441 | 71.60 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 533,010 | 5.17 | 292,121 | 3.77 | ||||
| 2025-08-13 | 13F | 团结财富有限责任公司 | 24,135 | 43.06 | 13,562 | 46.66 | ||||
| 2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,916 | 54.45 | 1,598 | 52.48 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 606,750 | 4.22 | 339,810 | 6.51 | ||||
| 2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 865,913 | 1.59 | 486,591 | 4.15 | ||||
| 2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 8,043 | 2.68 | 4,520 | 5.26 | ||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 8,771 | 0.62 | 4,929 | 3.16 | ||||
| 2025-08-13 | 13F | 迪克森·米切尔投资顾问公司 | 22,947 | 6.78 | 12,921 | 9.45 | ||||
| 2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 61,155 | 42.21 | 34,365 | 45.79 | ||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 2,262 | 27.80 | 1,271 | 31.03 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 4,912 | 3.80 | 2,876 | 5.46 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 15,921 | 72.34 | 8,947 | 76.69 | ||||
| 2025-08-07 | 13F | 赛普拉斯资本有限责任公司 | 443 | 249 | ||||||
| 2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 6,039 | 0.25 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | 查普曼金融集团有限公司 | 208 | 18.86 | 117 | 26.09 | ||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 473 | 3.96 | 266 | 6.43 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 6,351 | 4.25 | 3,719 | 5.95 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | Call | 63,800 | 35,852 | |||||
| 2025-07-18 | 13F | 木兰私人财富有限责任公司 | 909 | 2.48 | 511 | 4.94 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 14,646 | 12,207.56 | 8,230 | 12,561.54 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 12,121 | 50.53 | 6,811 | 54.32 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 3,368 | 9.24 | 1,893 | 12.02 | ||||
| 2025-08-12 | 13F | 埃利财务管理公司 | 5,229 | 1.00 | 2,938 | 3.49 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 17,431,516 | 0.45 | 9,794,264 | 2.98 | ||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 15,416 | 2.07 | 8,663 | 4.64 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 32,833 | 33.20 | 18,450 | 36.57 | ||||
| 2025-08-13 | 13F | Fairtree 资产管理（私人）有限公司 | 1,795 | 23.37 | 1,009 | 26.47 | ||||
| 2025-08-13 | 13F | 布鲁克兰基金管理有限公司 | Call | 104 | 58 | |||||
| 2025-07-30 | 13F | 保罗·达蒙联合公司 | 1,634 | 34.26 | 918 | 37.63 | ||||
| 2025-07-25 | NP | MFEGX - MFS成长基金A | 3,081,122 | 3.87 | 1,804,305 | 5.55 | ||||
| 2025-08-13 | 13F | Saiph资本有限责任公司 | 1,220 | 32.03 | 686 | 35.38 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 503 | 14.84 | 283 | 17.50 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 12,078 | 0.67 | 6,787 | 3.21 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 44,571 | 8.29 | 24,999 | 10.63 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 11,208 | 0.53 | 6,298 | 3.08 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 8,551 | 8.78 | 4,805 | 11.54 | ||||
| 2025-08-13 | 13F | 米林顿财务顾问有限责任公司 | 367 | 206 | ||||||
| 2025-08-28 | NP | VNIE - Vontobel 国际股票主动型 ETF | 257 | 144 | ||||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 19,978 | 0.46 | 11,226 | 2.99 | ||||
| 2025-08-11 | 13F | 斯莱格金融有限责任公司 | 363 | 204 | ||||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 5,438 | 0.06 | 3,056 | 2.55 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 777,000 | 29.28 | 436,627 | 32.54 | |||
| 2025-08-14 | 13F | 工程师 门经理 LP | 59,873 | 56.53 | 33,645 | 60.47 | ||||
| 2025-08-13 | 13F | 胡贝尔资本管理有限责任公司 | 17,409 | 12.98 | 9,783 | 15.83 | ||||
| 2025-08-08 | 13F | 创意策划 | 243,590 | 3.41 | 136,883 | 6.02 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 900 | 12.50 | 506 | 15.30 | |||
| 2025-08-25 | NP | SHRY - 大型美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 306 | 8.13 | 172 | 10.32 | ||||
| 2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 729 | 2.10 | 410 | 12.05 | ||||
| 2025-08-14 | 13F | Ironvine 资本合伙人有限责任公司 | 67,269 | 0.27 | 37,801 | 2.80 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 201,328 | 12.02 | 113,146 | 14.88 | ||||
| 2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 8,469 | 100.64 | 4,959 | 103.91 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 31,143 | 5.36 | 17,500 | 8.02 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 2,333 | 0.09 | 1,311 | 2.66 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 3,444 | 34.69 | 1,935 | 38.12 | ||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 485 | 6.59 | 273 | 9.24 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 22,398 | 11.26 | 12,587 | 14.07 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 2,256 | 30.40 | 1,268 | 33.65 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 25,718 | 13.59 | 14,452 | 16.45 | ||||
| 2025-06-27 | NP | TMAT - 主要主题创新ETF | 1,446 | 1.40 | 792 | 0.00 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 3,123 | 0.71 | 1,755 | 3.24 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 12,002 | 13.17 | 6,744 | 16.04 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 181 | 102 | ||||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 3,975 | 0.05 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 2,751 | 1,546 | ||||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 930 | 1.86 | 523 | 4.40 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 177,199 | 0.35 | 103,768 | 1.97 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 120,245 | 4.98 | 67,571 | 7.62 | ||||
| 2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 22,202 | 13.84 | 12,476 | 16.72 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大型核心成长基金 | 7,421 | 10.15 | 4,170 | 12.95 | ||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 48,773 | 31.18 | 27,407 | 34.49 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 266 | 7.26 | 146 | 5.84 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 1,325 | 76.67 | 745 | 81.02 | ||||
| 2025-06-24 | NP | QDF - FlexShares 优质股息指数基金 | 10,240 | 8.43 | 5,612 | 7.00 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 4,719 | 12.12 | 2,652 | 14.91 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 319,247 | 25.30 | 177,942 | 28.68 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 1,148 | 12.55 | 645 | 15.21 | ||||
| 2025-06-26 | NP | FNDMX - 富达系列可持续非美国发达市场基金 | 108 | 129.79 | 59 | 126.92 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 245 | 150.00 | 138 | 158.49 | ||||
| 2025-08-12 | 13F | 富通资本管理有限公司 | 12,371 | 7.83 | 6,952 | 10.54 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 20,556 | 6.02 | 11,551 | 8.71 | ||||
| 2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 144,114 | 5.48 | 80,983 | 8.14 | ||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 2,908 | 537.72 | 1,634 | 556.22 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 1,742 | 0.75 | 979 | 3.27 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 1,288 | 34.45 | 724 | 37.90 | ||||
| 2025-07-08 | 13F | 帕里西格雷财富管理 | 15,962 | 0.11 | 8,970 | 2.64 | ||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 2,067 | 127.89 | 1,133 | 125.05 | ||||
| 2025-08-22 | NP | FMAGX - 富达麦哲伦基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,408,299 | 0.81 | 791,380 | 3.35 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 70,556 | 1.94 | 39,648 | 4.52 | ||||
| 2025-07-24 | 13F | Triodos 投资管理公司 | 97,764 | 0.93 | 54,938 | 4.91 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 24,835,958 | 8.93 | 13,956,318 | 11.67 | ||||
| 2025-08-04 | 13F | Noesis资本管理公司 | 1,259 | 75.10 | 708 | 79.44 | ||||
| 2025-07-09 | 13F | 渠道财富有限公司 | 505 | 1.00 | 284 | 3.28 | ||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 173 | 136.99 | 97 | 142.50 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 93 | 17.72 | 52 | 20.93 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 252 | 142 | ||||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 11,290 | 64.39 | 6,611 | 67.03 | ||||
| 2025-07-21 | 13F | 毛巾有限公司 | 1,079 | 606 | ||||||
| 2025-07-25 | 13F | 夏普金融服务有限公司 | 375 | 211 | ||||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 45,593 | 1.38 | 25,621 | 3.94 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,713 | 12.78 | 15,736 | 11.28 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 74,353 | 8.60 | 42 | 10.81 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 125 | 37.36 | 70 | 42.86 | ||||
| 2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 532 | 3.91 | 299 | 6.43 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 171,719 | 1.13 | 96,496 | 3.68 | ||||
| 2025-08-12 | 13F | 寨湖规划与财富管理有限公司 | 5,922 | 0.03 | 3,328 | 2.56 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 53,833 | 5.79 | 31,525 | 7.49 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 119,974 | 4.34 | 67,418 | 6.97 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 1,457 | 13.03 | 819 | 15.86 | ||||
| 2025-08-08 | 13F | 第1776章 | 559 | 6.68 | 314 | 9.41 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 87 | 49 | ||||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 2,779 | 5.31 | 1,562 | 7.95 | ||||
| 2025-08-01 | 13F | 育空财富管理有限公司 | 7,767 | 0.48 | 4,364 | 3.00 | ||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 1,547 | 17.55 | 870 | 20.53 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 13,000 | 16.00 | 7,125 | 14.46 | ||||
| 2025-07-10 | 13F | 红鹰财富顾问公司 | 1,385 | 3.67 | 778 | 6.28 | ||||
| 2025-07-18 | 13F | 黄金投资管理有限公司 | 5,435 | 2.12 | 3,063 | 4.97 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 66,452 | 88.37 | 37,344 | 93.33 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 2,258 | 14.91 | 1,269 | 17.83 | ||||
| 2025-07-30 | 13F | 会员信托公司 | 613 | 344 | ||||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 6,737 | 9.30 | 3,786 | 12.05 | ||||
| 2025-08-28 | NP | VNIYX - VONTOBEL 国际股票基金 Y 股 | 4,938 | 25.43 | 2,775 | 28.60 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 70 | 39 | ||||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 719 | 0.98 | 404 | 3.59 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 26,851 | 1.59 | 15,088 | 4.14 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 599,636 | 3.63 | 336,959 | 6.24 | ||||
| 2025-07-17 | 13F | 查塔姆资本集团有限公司 | 6,047 | 2.20 | 3,398 | 4.78 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 1,135 | 21.91 | 638 | 25.10 | ||||
| 2025-08-14 | 13F/A | 哈钦森财务顾问公司 | 3,581 | 1,958 | ||||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 69,484 | 57.82 | 39,046 | 61.80 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 11,055 | 11.95 | 6,212 | 14.78 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 137,173 | 2.73 | 80,329 | 4.38 | ||||
| 2025-07-25 | 13F | MOKAN 财富管理有限公司 | 2,526 | 6.27 | 1,417 | 8.92 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 19,025 | 9.08 | 10,691 | 11.82 | ||||
| 2025-07-22 | 13F | Petros 家族财富有限责任公司 | 685 | 10.66 | 385 | 13.27 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 583 | 1.92 | 328 | 4.47 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | 1,025 | 0.10 | 506 | 0.20 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 2,625 | 0.96 | 1,475 | 3.51 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Call | 8,000 | 321.05 | 3,950 | 19.41 | |||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 1,164 | 0.17 | 654 | 5.49 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Put | 9,100 | 378.95 | 4,494 | 16.67 | |||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 3 | 2 | ||||||
| 2025-08-14 | 13F | 尼什卡玛资本有限责任公司 | Put | 111,500 | 209.72 | 62,656 | 217.53 | |||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 12,300 | 1.84 | 6,912 | 4.41 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 1,107 | 12.27 | 1 | |||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 82,707 | 2.11 | 46,477 | 4.68 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 1,550 | 1.57 | 871 | 4.19 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 948,598 | 2.37 | 533,055 | 4.95 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 1,024 | 575 | ||||||
| 2025-07-11 | 13F | 先锋资本财富顾问 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 | 365 | 205 | ||||||
| 2025-07-15 | 13F | 马丁资本顾问有限公司 | 9,810 | 0.83 | 5,513 | 3.38 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 9,858 | 47.86 | 6 | 66.67 | ||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 23,957 | 32.08 | 14,029 | 34.21 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 65,000 | 6.55 | 36,526 | 9.24 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 708 | 0.71 | 398 | 3.12 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 1,407 | 0.07 | 790 | 2.60 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 421 | 1.69 | 237 | 4.42 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 638 | 32.09 | 359 | 35.61 | ||||
| 2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 430 | 242 | ||||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 10,537 | 132.30 | 5,921 | 138.17 | ||||
| 2025-07-24 | 13F | 应用资本有限责任公司/佛罗里达州 | 6,037 | 0.15 | 3,392 | 2.66 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 9,654 | 7.43 | 5,425 | 10.13 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 5,317 | 2,988 | ||||||
| 2025-07-15 | 13F | Peddock 资本顾问有限公司 | 8,606 | 0.53 | 4,836 | 3.07 | ||||
| 2025-06-25 | NP | WGFCX - 富国银行成长基金 C 类 | 140,740 | 4.16 | 77,134 | 2.78 | ||||
| 2025-07-07 | 13F | 多明格斯财富管理解决方案公司 | 822 | 0.12 | 462 | 2.44 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 51,501 | 2.68 | 28,941 | 5.27 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 1,594 | 0.89 | 896 | 3.35 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 12,557 | 3.45 | 7,056 | 6.07 | ||||
| 2025-07-25 | NP | MRSAX - MFS 研究国际基金 A | 376,955 | 220,745 | ||||||
| 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 | 267,335 | 5.77 | 150,226 | 8.43 | ||||
| 2025-08-27 | NP | WLGRX - 常春藤大盘成长基金 R 级 | 376,794 | 4.51 | 211,736 | 7.15 | ||||
| 2025-08-13 | 13F | 丹尔财富管理有限公司 | 432 | 248 | ||||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 3,774 | 1.34 | 2,121 | 3.87 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 12,775 | 6.74 | 7,179 | 13.90 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 122,860 | 6.16 | 69,353 | 9.50 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 140 | 79 | ||||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 386,500 | 25.36 | 217,190 | 28.53 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 2,934 | 26.41 | 1,649 | 29.66 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 23 | 13 | ||||||
| 2025-08-29 | 13F | 全面投资管理公司 | 123 | 69 | ||||||
| 2025-07-21 | 13F | Pflug Koory 有限责任公司 | 1 | 1 | ||||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 4,467 | 0.38 | 2,510 | 2.91 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 153,864 | 137.42 | 86,462 | 143.40 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 320 | 57.64 | 182 | 63.06 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 5,068,625 | 3.87 | 2,848,051 | 6.49 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 724 | 15.10 | 0 | |||||
| 2025-05-29 | NP | AFVLX - 应用金融精选基金投资者类别 | 22,748 | 4.60 | 12,467 | 3.22 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer 全球配置基金 R 级 | 395 | 216 | ||||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 11,190 | 8.56 | 6,286 | 11.26 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,454 | 20.77 | 1,345 | 19.15 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 24,293 | 0.07 | 13,651 | 2.59 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 7,033 | 23.86 | 3,952 | 26.99 | ||||
| 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 | 55,908 | 6.96 | 30,641 | 5.54 | ||||
| 2025-07-29 | NP | PRCS-帕纳索斯核心精选 ETF | 3,162 | 126.83 | 1,777 | 132.46 | ||||
| 2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 22,241 | 116.99 | 12,498 | 122.46 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 3,179 | 7.18 | 1,786 | 9.91 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 133,053 | 0.49 | 74,730 | 2.98 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 895 | 10.49 | 503 | 13.32 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 203,623 | 20.97 | 114,424 | 24.02 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 6,800 | 61.90 | 3,821 | 65.99 | |||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 1,515 | 6.32 | 851 | 8.96 | ||||
| 2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 2,035 | 1.24 | 1,144 | 3.81 | ||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 20,901 | 2.53 | 11,745 | 5.11 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 283,268 | 3.25 | 158,670 | 5.73 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 9,811 | 13.71 | 5,513 | 16.58 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 5,076 | 7.82 | 2,852 | 10.54 | ||||
| 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 | 105,984 | 9.81 | 62,064 | 11.58 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 7,400 | 76.19 | 4,158 | 80.63 | |||
| 2025-08-13 | 13F | 法国外贸银行 | 193,430 | 200.43 | 108,696 | 212.95 | ||||
| 2025-08-08 | 13F | 费尔班克斯资本管理公司 | 11,231 | 3.34 | 6,311 | 5.96 | ||||
| 2025-08-25 | NP | MGFAX - 万通互助理财全球基金 A 类 | 2,168 | 135.14 | 1,218 | 141.19 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 3,735 | 0.03 | 2,099 | 2.54 | ||||
| 2025-07-29 | 13F | 德多拉资本公司 | 4,589 | 0.02 | 2,579 | 2.50 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 3,108 | 0.65 | 1,747 | 3.19 | ||||
| 2025-07-30 | NP | AOTG - AOT 增长与创新 ETF | 270 | 4.65 | 158 | 6.76 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 9,429 | 83.59 | 5,299 | 88.21 | ||||
| 2025-08-13 | 13F | 萨瓦德尔银行 | 8,275 | 9.00 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 2,099 | 64.11 | 1,180 | 68.19 | ||||
| 2025-07-28 | NP | VCSTX - 科学技术基金 | 50,900 | 22.70 | 29,807 | 24.68 | ||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 672 | 378 | ||||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 4,444 | 1.76 | 2,497 | 4.35 | ||||
| 2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 1,329 | 32.63 | 747 | 35.88 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 445,632 | 10.36 | 250,418 | 13.14 | ||||
| 2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 7,886 | 35.43 | 4,409 | 43.80 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 5,765 | 111.64 | 3,240 | 116.95 | ||||
| 2025-07-16 | NP | CGNG - 资本集团新地理股票 ETF 份额类别 | 10,197 | 103.90 | 5,971 | 107.18 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 3,209 | 63.47 | 1,803 | 67.72 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 113 | 6.60 | 63 | 8.62 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1,634 | 0.99 | 927 | 11.30 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML全球基金I类 | 4,990 | 2,804 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 6,967 | 3.85 | 3,818 | 2.47 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 19,708 | 4.16 | 11,075 | 6.78 | ||||
| 2025-08-13 | 13F | 瑞奇财富管理有限公司 | 12,268 | 1.16 | 6,894 | 3.70 | ||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长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 | 83,212 | 14.00 | 45,605 | 12.49 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 5,505 | 3,093 | ||||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 2,333 | 2.82 | 1,311 | 5.47 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Call | 119,200 | 294.70 | 66,983 | 304.66 | |||
| 2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 1,972 | 0.10 | 1,108 | 2.69 | ||||
| 2025-06-26 | NP | NUGO - Nuveen 增长机会 ETF | 218,300 | 4.22 | 119,641 | 2.84 | ||||
| 2025-08-06 | 13F | SP资产管理有限责任公司 | 2,217 | 0.54 | 1,246 | 3.06 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 198,936 | 6.82 | 111,790 | 9.51 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Put | 255,600 | 446.15 | 143,632 | 459.92 | |||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 1,527 | 3.39 | 858 | 6.06 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 25,458 | 6.07 | 14,306 | 8.74 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 963 | 58.65 | 541 | 62.95 | ||||
| 2025-08-13 | 13F | 丹卡金融 | 35,850 | 5.91 | 20,146 | 8.58 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 5,597 | 10.55 | 3,145 | 13.37 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 1,947 | 3.45 | 1,094 | 6.11 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 3,657 | 0.85 | 2,055 | 3.42 | ||||
| 2025-07-08 | 13F | 化学财富管理有限责任公司 | 4,728 | 0.72 | 2,657 | 3.27 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 10,621 | 102.73 | 5,968 | 107.87 | ||||
| 2025-08-13 | 13F | 马丁公司 /tn/ | 5,018 | 0.38 | 2,820 | 2.92 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 52,500 | 58.61 | 29,502 | 62.61 | |||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 17,183 | 1.94 | 9,656 | 4.51 | ||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 5,282 | 9.00 | 2,968 | 11.75 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 2,237 | 10.80 | 1,257 | 13.65 | ||||
| 2025-08-07 | 13F | 49 财富管理有限责任公司 | 454 | 1.57 | 255 | 4.51 | ||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 1,017 | 3.25 | 571 | 5.94 | ||||
| 2025-08-14 | 13F | Point72 欧洲（伦敦）有限责任合伙 | 50,805 | 149.04 | 28,549 | 155.33 | ||||
| 2025-08-06 | 13F | 沃克纳·康登财务顾问有限责任公司 | 959 | 5.15 | 539 | 7.82 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 5,869 | 6.03 | 3,298 | 8.74 | ||||
| 2025-08-14 | 13F | 吉尔森资本有限合伙人 | 100,504 | 11.11 | 56 | 14.29 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -1,235 | -67.96 | -723 | -67.45 | |||
| 2025-04-15 | 13F | 尊贵财富管理 PBC | 1,140 | 2.70 | 625 | 6.85 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 130,490 | 19.22 | 73,370 | 22.30 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 113,233 | 5.87 | 63,630 | 8.54 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 545,100 | 4.97 | 306,313 | 7.61 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,698 | 0.45 | 2,751 | 2.08 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,054 | 10.02 | 578 | 8.46 | ||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 4,464 | 2.36 | 2,614 | 4.02 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 546 | 1.11 | 0 | |||||
| 2025-07-21 | 13F | 山顶国家银行 | 3,297 | 10.71 | 1,853 | 18.11 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 6,114 | 0.92 | 3,436 | 3.46 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 177,965 | 27.03 | 99,753 | 29.75 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 7,349 | 4,130 | ||||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 964 | 1.26 | 541 | 3.64 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 3,538 | 1,988 | ||||||
| 2025-06-27 | NP | AIM国际互惠基金（INVESCO INTERNATIONAL MUTUAL FUNDS）——景顺奥本海默全球基金C类 | 73,811 | 40,453 | ||||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 9,115 | 0.94 | 5,122 | 3.50 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 1,088 | 8.04 | 611 | 10.89 | ||||
| 2025-08-14 | 13F | Aletha 资本管理有限公司 | 575 | 323 | ||||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 3,173 | 3.66 | 1,400 | -5.09 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 29,505 | 0.92 | 16,580 | 3.46 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,552,405 | 6.50 | 872,358 | 9.19 | ||||
| 2025-07-14 | 13F | Kfg 财富管理有限公司 | 1,232 | 7.22 | 693 | 10.02 | ||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 467 | 3.55 | 0 | |||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 24,256 | 101.56 | 13,630 | 106.64 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 12,375 | 2.98 | 6,954 | 5.59 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 15,192 | 40.67 | 8,537 | 44.21 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 23,178 | 2.38 | 13,025 | 4.96 | ||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 5,493 | 1.61 | 3,087 | 4.19 | ||||
| 2025-07-16 | 13F | 工具财富有限公司 | 427 | 0.23 | 235 | 3.08 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 75 | 53.06 | 42 | 61.54 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 17,509 | 13.42 | 9,839 | 16.29 | ||||
| 2025-07-09 | 13F | 大卫·J·伊瓦尔斯集团 | 412 | 232 | ||||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 22,525 | 38.13 | 12,658 | 41.61 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 160,368 | 2.99 | 90,117 | 5.59 | ||||
| 2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 46,536 | 3.75 | 26,150 | 6.37 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 7,833 | 1.08 | 4,402 | 3.63 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 3 | 2 | ||||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 395,636 | 9.28 | 222,323 | 12.03 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 2,772 | 1,558 | ||||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 568 | 0.71 | 319 | 3.24 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 36,446 | 103.18 | 13,551 | 37.82 | ||||
| 2025-08-14 | 13F | 克利福德集团有限责任公司 | 367 | 206 | ||||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 454 | 249 | ||||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 5,769 | 9.26 | 3,242 | 11.99 | ||||
| 2025-07-24 | NP | FIDSX - 金融服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 187,400 | 8.32 | 109,741 | 10.07 | ||||
| 2025-07-29 | NP | IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND 投资者份额 | 2,638 | 1,545 | ||||||
| 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 | 150,158 | 2.02 | 84,380 | 4.59 | ||||
| 2025-08-06 | NP | SQBIX - X-Square 平衡基金有限责任公司机构类别 | 1,430 | 4.23 | 804 | 6.78 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 598,857 | 3.63 | 336,450 | 6.23 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 3,563 | 15.38 | 2,002 | 18.32 | ||||
| 2025-07-16 | 13F | 注册财务顾问有限责任公司 | 512 | 288 | ||||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 2,407 | 0.17 | 1,353 | 2.66 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 138,542 | 3.77 | 77,852 | 6.39 | ||||
| 2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 2,424 | 4.80 | 1,362 | 7.50 | ||||
| 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 | 1,226,464 | 12.06 | 672,176 | 10.57 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 25,605 | 0.40 | 14,388 | 2.93 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 58,265 | 26.56 | 32,089 | 28.86 | ||||
| 2025-08-25 | 13F | BLVD私人财富有限责任公司 | 473 | 266 | ||||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 4,741 | 4.08 | 2,776 | 5.75 | ||||
| 2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 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 | 26 | 14 | ||||||
| 2025-07-09 | 13F | 林肯资本公司 | 3,944 | 0.38 | 2,216 | 2.93 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 183 | 100 | ||||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,726 | 0.35 | 27,363 | 1.97 | ||||
| 2025-07-17 | 13F | 西方金融公司/CA | 2,863 | 0.85 | 1,609 | 3.41 | ||||
| 2025-07-30 | 13F | 信赖投资管理有限责任公司 | 10,653 | 0.71 | 5,986 | 3.24 | ||||
| 2025-08-11 | 13F | 多元化投资组合公司 | 1,591 | 32.03 | 894 | 35.45 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,582,577 | 19.32 | 888,384 | 22.20 | ||||
| 2025-08-28 | NP | Elevation Series Trust - TrueShares 主动收益 ETF | 2,522 | 1,417 | ||||||
| 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 | 372,106 | 0.71 | 203,936 | -0.63 | ||||
| 2025-07-17 | 13F | 奥弗布鲁克管理公司 | 1,481 | 832 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 5,354,992 | 3.04 | 3,009,184 | 5.64 | ||||
| 2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 653 | 2.19 | 367 | 4.86 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 16,006 | 19.34 | 8,994 | 22.35 | ||||
| 2025-08-26 | NP | TTEQ-T. Rowe Price 科技 ETF | 1,484 | 32.38 | 834 | 35.67 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 52,635 | 1.08 | 29,578 | 3.63 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 2,434 | 103.85 | 1,368 | 109.02 | ||||
| 2025-08-12 | 13F | 伟克资本管理公司 | 8,516 | 0.12 | 4,785 | 2.64 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 714 | 19.00 | 401 | 22.26 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 16,900 | 9.74 | 9,497 | 12.50 | |||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 1,970,300 | 5.18 | 1,107,190 | 7.83 | ||||
| 2025-03-31 | NP | JTKRX - 约翰汉考克全球主题机会基金 R6 级 | 4,183 | 2,323 | ||||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 695 | 2.06 | 391 | 7.42 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 54,130 | 30,418 | ||||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 7,535 | 4.45 | 4,234 | 7.08 | ||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 344,849 | 22.92 | 201,944 | 24.90 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 9,879 | 2.87 | 5,551 | 5.47 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 99,000 | 1.23 | 55,632 | 3.78 | |||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 226,900 | 73.21 | 127,504 | 77.57 | |||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 4,290 | 8.69 | 2,411 | 11.42 | ||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 3 | 2 | ||||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 191 | 81.90 | 107 | 87.72 | ||||
| 2025-07-16 | 13F | Kingsman财富管理有限公司 | 4,730 | 1.22 | 2,658 | 3.75 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 12,888 | 3.62 | 7,015 | 8.34 | ||||
| 2025-08-26 | NP | DLQAX - 纽约梅隆银行大盘股票基金 A 类 | 2,106 | 1,183 | ||||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 30,908 | 17,368 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 4,034 | 1.87 | 2,211 | 0.50 | ||||
| 2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 28,112 | 0.74 | 15,797 | 3.28 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 4,656 | 4.04 | 2,616 | 6.69 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 61 | 45.24 | 34 | 47.83 | ||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 1,288 | 1.82 | 724 | 4.33 | ||||
| 2025-08-11 | 13F | 安比银行 | 540 | 9.09 | 303 | 11.81 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 717,945 | 5.91 | 403,442 | 8.58 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 3,023 | 7.08 | 1,699 | 9.76 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 3,133 | 45.52 | 1,761 | 49.15 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 67,510 | 7.58 | 37,937 | 10.29 | ||||
| 2025-07-31 | 13F | CAP 合作伙伴有限责任公司 | 1,646 | 0.24 | 925 | 2.89 | ||||
| 2025-08-15 | NP | USMC - 主要美国巨型股多因素指数 ETF | 237,602 | 9.90 | 133,518 | 12.67 | ||||
| 2025-06-20 | NP | JXX - Janus Henderson 转型增长 ETF | 1,809 | 991 | ||||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 13,872 | 3.03 | 7,795 | 5.62 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 634 | 20.30 | 356 | 23.61 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 2,130 | 89.00 | 1,197 | 93.84 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 41,604 | 14.19 | 24,363 | 16.03 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 3,789 | 17.20 | 2,129 | 20.15 | ||||
| 2025-06-25 | NP | SEMI - 哥伦比亚塞利格曼半导体和技术 ETF 股票 | 1,473 | 807 | ||||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 318,900 | 41.42 | 179,203 | 44.98 | |||
| 2025-06-24 | NP | PGEOX - 波士顿乔治普特南基金 A 类股 | 52,603 | 0.62 | 28,830 | -0.72 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 21,349 | 16.93 | 11,701 | 15.37 | ||||
| 2025-07-09 | 13F | 斯托克斯资本顾问有限责任公司 | 15,642 | 7.12 | 8,790 | 9.82 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 906,734 | 32.18 | 509,530 | 35.52 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 457,600 | 24.99 | 257,144 | 28.14 | |||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 213 | 200.00 | 120 | 213.16 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 49,507 | 28 | ||||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 384 | 28.43 | 216 | 31.90 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 2,586 | 58.17 | 1,453 | 62.17 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 434,415 | 16.57 | 244,115 | 19.51 | ||||
| 2025-07-08 | 13F | 五重奏私人银行（欧洲）SA | 30,049 | 268.25 | 16,886 | 277.57 | ||||
| 2025-08-08 | 13F | 赫多克公司 | 905 | 2.38 | 509 | 4.96 | ||||
| 2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 596 | 21.88 | 335 | 24.63 | ||||
| 2025-04-01 | NP | CCAPX - CHIRON 资本配置基金 I 类股票 | 7,494 | 146.76 | 4,162 | 174.36 | ||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 3,797 | 4.28 | 2,134 | 6.92 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 400,073 | 12.65 | 224,817 | 15.49 | ||||
| 2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 8,752 | 5.00 | 4,918 | 7.66 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 458 | 1.78 | 257 | 4.47 | ||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 22,800 | 25.97 | 12,496 | 24.29 | ||||
| 2025-07-29 | NP | PFSAX - PGIM Jennison 金融服务基金 A 类 | 16,876 | 5.85 | 9,883 | 7.55 | ||||
| 2025-07-22 | NP | GITIX - 高盛科技机会基金机构 | 30,341 | 13.28 | 17,768 | 15.10 | ||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 6,761 | 4.43 | 3,800 | 7.04 | ||||
| 2025-08-14 | 13F | Potomac 基金管理公司 /adv | 669 | 1.98 | 372 | 11.41 | ||||
| 2025-06-27 | NP | RCGE-RockCreek全球平等ETF | 645 | 353 | ||||||
| 2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 502 | 1.21 | 0 | |||||
| 2025-08-15 | 13F | 海耶克卡伦投资管理公司 | 1,775 | 35.19 | 1 | |||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 789 | 443 | ||||||
| 2025-06-26 | NP | ETF 机会信托 - REX 加密股票溢价收入 ETF | 3,144 | 155.19 | 1,723 | 151.90 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 46 | 26 | ||||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 5,928 | 19.90 | 3,331 | 22.92 | ||||
| 2025-07-23 | 13F | 博蒙特资产管理有限责任公司 | 2,621 | 1.31 | 1,473 | 3.88 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 6,468 | 1.32 | 3,788 | 2.94 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 14,362 | 3.97 | 8,080 | 6.71 | ||||
| 2025-08-12 | 13F | 阿维索金融公司 | 12,633 | 1.81 | 7,099 | 4.37 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 2,648,860 | 3.33 | 1,488,501 | 5.94 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 1,347 | 389.82 | 757 | 404.00 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | Put | 223,100 | 125,369 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,254 | 284.66 | 705 | 295.51 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 285,711 | 454.99 | 160,552 | 468.99 | ||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 664 | 28.93 | 373 | 32.27 | ||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 794 | 47.31 | 446 | 51.19 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 2,356 | 1,324 | ||||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 11,790 | 5.96 | 6,625 | 8.64 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 12,828 | 16.87 | 7,512 | 18.77 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 1,140,431 | 13.49 | 640,749 | 16.35 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 537 | 7.19 | 302 | 9.85 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 13 | 7 | ||||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 47 | 2,250.00 | 26 | 2,500.00 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,943 | 2.69 | 1,654 | 5.29 | ||||
| 2025-08-07 | 13F | PFG顾问 | 4,799 | 26.36 | 2,696 | 29.55 | ||||
| 2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 2,693 | 4.50 | 1,514 | 7.15 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 10,897 | 575.57 | 6,123 | 592.65 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 5,029 | 10.94 | 2,826 | 13.73 | ||||
| 2025-06-26 | NP | DECO - SPDR银河数字资产生态系统ETF | 572 | 81.59 | 313 | 79.89 | ||||
| 2025-07-09 | 13F | 索耶公司 | 7,124 | 2.25 | 4 | 33.33 | ||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 3,430 | 33.31 | 1,927 | 36.67 | ||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | 1,231 | 139.03 | 692 | 145.04 | ||||
| 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 | 18,094 | 5.22 | 10,168 | 7.86 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 719 | 5.43 | 394 | 4.23 | ||||
| 2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 5,560 | 1.37 | 3,256 | 2.97 | ||||
| 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 | 79,071 | 1.53 | 44,433 | 4.10 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 33 | 6.45 | 18 | 5.88 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 403 | 105.61 | 227 | 111.21 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 112,155 | 2.39 | 63,025 | 4.98 | ||||
| 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 | 54,314 | 24.81 | 29,767 | 23.16 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 19,340 | 77.94 | 10,868 | 82.42 | ||||
| 2025-07-16 | 13F | 科尔顿·格鲁姆财务顾问有限公司 | 741 | 416 | ||||||
| 2025-08-29 | NP | JHISX - 骏利亨德森全球可持续股票投资组合机构股 | 728 | 20.93 | 409 | 24.32 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 715 | 15.14 | 419 | 17.09 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 资本增长投资组合 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 | 10,400 | 121.28 | 5,844 | 126.86 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 63 | 1.61 | 36 | 2.94 | ||||
| 2025-07-22 | 13F | 独特的财富有限责任公司 | 4,909 | 4.16 | 2,759 | 6.78 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 1,151 | 647 | ||||||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 562 | 1.63 | 316 | 3.96 | ||||
| 2025-08-04 | 13F | 海洋资本管理有限公司 | 3,020 | 0.03 | 1,697 | 2.60 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通美国股票基金标准类别 | 15,463 | 10.13 | 8,689 | 12.90 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 1,201 | 5.07 | 675 | 7.67 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 2,107 | 0.14 | 1,184 | 2.60 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 302 | 158.12 | 170 | 164.06 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 18,859 | 2.65 | 10,598 | 5.24 | ||||
| 2025-08-12 | 13F | 电力财富管理有限公司 | 483 | 271 | ||||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 543,969 | 1.12 | 298,128 | -0.22 | ||||
| 2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 220,364 | 0.28 | 120,773 | -1.06 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 8,476 | 5.00 | 4,763 | 7.66 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 4,448 | 3.47 | 2,500 | 6.07 | ||||
| 2025-08-04 | 13F | 金路顾问有限公司 | 404 | 5.21 | 227 | 8.10 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 955 | 537 | ||||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 10,621 | 14.57 | 5,968 | 17.46 | ||||
| 2025-06-25 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 40,389 | 113.70 | 22,136 | 110.87 | ||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 500 | 281 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 719,894 | 4.24 | 394,545 | 2.86 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 5,465,299 | 1.26 | 3,071,170 | 3.82 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 16,700 | 18.50 | 9,153 | 16.93 | ||||
| 2025-08-01 | 13F | Wincap金融有限责任公司 | 1,908 | 0.37 | 1,072 | 2.88 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 16,102 | 2.29 | 9,124 | 5.75 | ||||
| 2025-07-18 | 13F | 山猫投资咨询 | 5,710 | 0.14 | 3,208 | 2.66 | ||||
| 2025-08-07 | 13F/A | 工商信用 | 679 | 382 | ||||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 2,602 | 6.42 | 1,464 | 15.74 | ||||
| 2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 623 | 2.81 | 350 | 5.42 | ||||
| 2025-07-16 | 13F | 陶尔信托投资公司 | 4,795 | 1.96 | 2,694 | 4.54 | ||||
| 2025-07-24 | NP | FAOFX - 富达顾问系列增长机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,000 | 25.00 | 1,757 | 26.97 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 329,492 | 9.08 | 185 | 12.12 | ||||
| 2025-06-26 | NP | FDCAX - 富达资本增值基金 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 | 422,000 | 6.11 | 231,281 | 4.70 | ||||
| 2025-08-07 | 13F/A | 工商信用 | Put | 2,400 | 1,349 | |||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 19,022 | 0.19 | 10,650 | 1.25 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 8,177 | 0.62 | 4,595 | 3.14 | ||||
| 2025-08-26 | NP | BGATX - Baillie Gifford 全球阿尔法股票基金 2 类 | 21,741 | 12,217 | ||||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 43,378 | 2.26 | 24,376 | 4.84 | ||||
| 2025-08-14 | 13F | Bamco Inc /纽约/ | 89,259 | 5.01 | 50,158 | 7.66 | ||||
| 2025-07-16 | 13F | Cadent 资本顾问有限公司 | 605 | 64.85 | 340 | 69.15 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 65,865 | 4.81 | 37,012 | 7.46 | ||||
| 2025-08-05 | NP | HNASX - 成长基金 | 26,358 | 6.35 | 14,812 | 9.02 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 1,289 | 157.29 | 724 | 164.23 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 37,719 | 29.18 | 21,196 | 32.44 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 2,234 | 23.90 | 1,272 | 46.94 | ||||
| 2025-07-10 | 13F | 信任点公司 | 5,766 | 19.40 | 3,240 | 22.45 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 22,803 | 1.48 | 12,814 | 4.04 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 2,277 | 14.54 | 1,280 | 17.45 | ||||
| 2025-08-11 | 13F | 布里杰管理有限公司 | 9,310 | 287.92 | 5,232 | 297.79 | ||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 2,732 | 4.55 | 1,535 | 7.12 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 2,881 | 443.58 | 1,619 | 457.93 | ||||
| 2025-07-24 | NP | BGSIX - 贝莱德科技机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 220,549 | 18.59 | 129,153 | 20.50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 7,265 | 33.67 | 4,082 | 37.03 | ||||
| 2025-08-14 | 13F | 克雷斯特蒙特私人财富有限责任公司 | 1,169 | 4.47 | 657 | 7.01 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 338,466 | 9.49 | 185,500 | 8.04 | ||||
| 2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 1,198 | 0.34 | 673 | 2.91 | ||||
| 2025-07-25 | 13F | 航点财富顾问 | 675 | 25.23 | 379 | 28.47 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 2,465,300 | 6.64 | 1,385,351 | 9.33 | ||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 1,100 | 618 | ||||||
| 2025-08-14 | 13F | Sagard 控股管理公司 | 65 | 37 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe 定价大盘成长投资组合 A 类 | 90,590 | 1.10 | 50,906 | 3.65 | ||||
| 2025-08-14 | 13F | 华福管理有限责任公司 | 10,751 | 18.85 | 6,041 | 21.84 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 29,845 | 0.56 | 16,771 | 3.09 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 5,800 | 3,259 | |||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 17,918 | 807.70 | 10,065 | 831.94 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 1,500 | 843 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行 | 44,561 | 8.63 | 25,010 | 5.23 | ||||
| 2025-07-16 | 13F | 财富财务顾问有限责任公司 | 6,418 | 1.65 | 3,607 | 4.22 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 533 | 16.89 | 300 | 20.08 | ||||
| 2025-08-07 | 13F | 策略资产管理公司 | 1,577 | 22.63 | 886 | 25.85 | ||||
| 2025-07-14 | 13F | 切里代尔财富管理有限公司 | 769 | 1.32 | 432 | 3.85 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 1,280 | 1 | ||||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 11,519 | 6.24 | 6,614 | 13.04 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 377 | 212 | ||||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 3,263 | 1,834 | ||||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 13,540 | 5.41 | 7,609 | 8.07 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 3,632 | 19.08 | 2,041 | 22.08 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 1,016 | 10.43 | 571 | 13.10 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 4,290 | 1.25 | 2,371 | 2.37 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 3,447 | 4.74 | 1,889 | 3.39 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -58 | -33 | |||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 62 | 6.90 | 35 | 9.68 | ||||
| 2025-06-25 | NP | QIDX - Indexperts 优质盈利 ETF | 328 | 134.29 | 180 | 132.47 | ||||
| 2025-08-22 | 13F | 卡特金融集团有限公司 | 374 | 210 | ||||||
| 2025-07-16 | 13F | Processus 财富与资本管理有限责任公司 | 9,905 | 2.82 | 5,566 | 5.42 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 11,889 | 1.64 | 6,681 | 4.20 | ||||
| 2025-07-16 | 13F | 雷尼尔家族财富公司 | 489 | 14.52 | 275 | 17.09 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 2,918 | 2.89 | 1,640 | 5.47 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 10,158 | 27.95 | 5,708 | 31.19 | ||||
| 2025-07-25 | 13F | 荷兰国家电力公司 | 8,432 | 5.10 | 4,738 | 7.76 | ||||
| 2025-07-09 | 13F | 终身财富顾问有限公司 | 520 | 5.48 | 292 | 8.15 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 1,250 | 702 | ||||||
| 2025-07-24 | NP | EPGAX - 富达顾问股票增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 530,789 | 5.07 | 310,830 | 6.76 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 6,991 | 5.22 | 3,831 | 3.82 | ||||
| 2025-08-05 | 13F | 茨威格-迪梅纳联合有限责任公司 | 17,800 | 2.01 | 10,003 | 4.58 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 9,233 | 0.37 | 5,189 | 2.92 | ||||
| 2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 2,793 | 0.22 | 1,569 | 2.75 | ||||
| 2025-08-05 | 13F | Firetrail投资有限公司 | 33,759 | 18,901 | ||||||
| 2025-08-27 | NP | ACUSX - Advisors Capital 美国股息基金 | 10,400 | 5.05 | 5,844 | 7.70 | ||||
| 2025-08-18 | 13F | 老北州信托有限责任公司 | 2,276 | 20.81 | 1 | |||||
| 2025-08-14 | 13F | 索拉投资者有限公司 | 42,860 | 24,085 | ||||||
| 2025-08-14 | 13F | 农林中金银行 | 47,849 | 6.14 | 26,888 | 8.81 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 480 | 4.35 | 270 | 6.75 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 15,088 | 97.90 | 8,479 | 102.92 | ||||
| 2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 829 | 0.24 | 466 | 2.65 | ||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 71 | 42.00 | 40 | 44.44 | ||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 1,829 | 1,028 | ||||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 9,722 | 0.47 | 5,463 | 3.00 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 10,673 | 1.20 | 5,997 | 3.72 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 33,940 | 4.48 | 19,072 | 7.12 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 300,986 | 2.73 | 169 | 5.63 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 1,049,709 | 11.48 | 589,874 | 14.29 | ||||
| 2025-08-26 | NP | PXLIX - PAX 大盘基金机构类别 | 35,136 | 19,744 | ||||||
| 2025-08-29 | NP | BAFLX - Brown Advisory 全球领袖基金机构股票 | 162,986 | 2.18 | 91,588 | 4.76 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 1,032,597 | 9.06 | 580,258 | 11.81 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 2,536 | 12.26 | 1,425 | 15.11 | ||||
| 2025-08-26 | NP | BNGLX - 瑞银全球配置基金 A 类 | 1,241 | 10.61 | 697 | 13.52 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 602 | 5.99 | 338 | 8.68 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 144,103 | 11.36 | 81 | 14.29 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 592,356 | 47.70 | 332,869 | 51.42 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 1,028 | 76.94 | 578 | 81.45 | ||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 308 | 169 | ||||||
| 2025-03-25 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 1,176 | 1,447.37 | 653 | 1,664.86 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 50 | 29 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 20,718 | 4.28 | 11,355 | 2.89 | ||||
| 2025-08-13 | 13F | 法国集团 | 93,320 | 4.10 | 52,267 | 4.83 | ||||
| 2025-08-12 | 13F | 绝对资本管理有限责任公司 | 418 | 235 | ||||||
| 2025-07-16 | 13F | 石松资产管理公司 | 1,607,207 | 8.09 | 903,154 | 10.82 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 224,652 | 2.21 | 131,556 | 3.86 | ||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 644 | 2.38 | 364 | 4.91 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 1,379 | 13.03 | 775 | 15.87 | ||||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - | 4,470 | 1.41 | 2,618 | 3.03 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 5,395 | 0.43 | 3,032 | 2.96 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,250 | 0.11 | 3,512 | 2.66 | ||||
| 2025-07-28 | 13F | Nvest金融有限责任公司 | 1,505 | 1.21 | 846 | 3.81 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -1,670 | -66.06 | -978 | -65.54 | |||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 5,127 | 8.99 | 2,810 | 7.54 | ||||
| 2025-04-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 289 | 466.67 | 167 | 514.81 | ||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 575 | 23.13 | 323 | 26.67 | ||||
| 2025-08-12 | 13F | RD Lewis 控股公司 | 3,170 | 57.95 | 1,779 | 58.56 | ||||
| 2025-08-14 | 13F | 家族管理公司 | 1,127 | 21.05 | 633 | 24.12 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 2,465 | 5.21 | 1,351 | 9.57 | ||||
| 2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 469 | 264 | ||||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 20,059 | 2.18 | 11,272 | 4.75 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 2,395 | 0.84 | 1,352 | 3.92 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 成长和收入投资组合 A 类 | 25,082 | 50.17 | 14,095 | 53.97 | ||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 1,514 | 15.31 | 849 | 18.25 | ||||
| 2025-07-11 | 13F | 沃尔特公共投资公司 | 49,825 | 5.44 | 27,999 | 8.10 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 3,790,811 | 5.31 | 2,130,208 | 7.96 | ||||
| 2025-08-12 | 13F | 瑞石顾问有限责任公司 | 738 | 415 | ||||||
| 2025-08-12 | 13F | 武尔夫汉森公司 | 1,140 | 2.70 | 641 | 5.26 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 5,916 | 2.78 | 3,324 | 5.36 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 767 | 35.99 | 431 | 45.12 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 2,773 | 1.06 | 1,558 | 3.59 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 2,106 | 0.14 | 1,183 | 2.69 | ||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 14,957 | 1.13 | 8,405 | 3.68 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 2,157,283 | 11.30 | 1,212,264 | 14.11 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 133,216 | 0.53 | 74,859 | 3.06 | ||||
| 2025-07-24 | 13F | 强塔咨询服务 | 6,182 | 2.54 | 3,474 | 18.65 | ||||
| 2025-08-14 | 13F | Teewinot 资本顾问有限责任公司 | 6,323 | 37.73 | 3,553 | 41.22 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 851,261 | 5.09 | 407,512 | -0.85 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 4,473 | 0.93 | 2,514 | 3.46 | ||||
| 2025-06-25 | NP | IWFG - IQ Winslow 重点关注大盘成长 ETF | 683 | 8.93 | 374 | 7.47 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 281 | 66.27 | 158 | 61.86 | ||||
| 2025-08-26 | NP | DREVX - 纽约梅隆银行大型证券基金公司 | 65,856 | 11.25 | 37,007 | 14.06 | ||||
| 2025-08-14 | 13F | 尼古拉斯投资合伙人有限合伙人 | 1,424 | 38.79 | 800 | 42.35 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 129,358 | 72,691 | ||||||
| 2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 192,272 | 1.03 | 105,377 | -0.31 | ||||
| 2025-08-19 | NP | BUFEX - 布法罗大盘基金投资者类别 | 5,225 | 11.17 | 2,936 | 13.98 | ||||
| 2025-08-27 | NP | WCEAX - 常春藤核心股票基金 A 类 | 125,987 | 9.18 | 70,797 | 11.93 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 12,056 | 22.14 | 6,607 | 20.52 | ||||
| 2025-08-05 | 13F | 阿耳忒弥斯财富顾问有限责任公司 | 444 | 250 | ||||||
| 2025-08-13 | 13F | Alerus 金融纳 | 11,071 | 0.93 | 6,221 | 3.48 | ||||
| 2025-08-11 | 13F | 麦克多诺资本管理公司 | 12,977 | 3.29 | 7,293 | 5.88 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 14,814 | 107.77 | 8,325 | 113.00 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 587,617 | 0.04 | 330,205 | 2.57 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 345,500 | 52.88 | 194,150 | 56.73 | |||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 3,977 | 1.74 | 2,235 | 4.30 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 3,644 | 15.87 | 2,048 | 18.74 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 5,791 | 1.61 | 3,254 | 4.19 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 372 | 0.54 | 209 | 3.47 | ||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 705 | 396 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 134,800 | 49.78 | 75,750 | 53.56 | |||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,403,308 | 12.85 | 788,575 | 15.69 | ||||
| 2025-08-27 | NP | FCTE - SMI 3Fourteen 全周期趋势 ETF | 37,905 | 21,300 | ||||||
| 2025-07-09 | 13F | 生活方式资产管理公司 | 2,280 | 3.17 | 1,281 | 5.78 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 2,383,386 | 8.36 | 1,339,320 | 11.09 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 12,645 | 110.61 | 7,106 | 115.89 | ||||
| 2025-07-08 | 13F | 理查德·P·斯劳特联合公司 | 2,153 | 16.19 | 1,210 | 19.11 | ||||
| 2025-07-16 | 13F | 汤森资产管理公司 /nc/ /adv | 974 | 8.46 | 547 | 11.18 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 7,100 | 3,990 | ||||||
| 2025-08-12 | 13F | 蓝草资本合伙公司 | 28,000 | 3.70 | 15,734 | 6.32 | ||||
| 2025-08-12 | 13F | 普罗维登斯财富顾问有限责任公司 | 2,676 | 2.88 | 1,492 | 5.07 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 24,015 | 0.84 | 13,495 | 4.99 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 3,620 | 47.15 | 2,034 | 50.89 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 27,706 | 7.61 | 15,185 | 6.18 | ||||
| 2025-07-15 | 13F | Hidden Cove 财富管理有限责任公司 | 518 | 5.93 | 291 | 8.58 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 1,636 | 2.31 | 919 | 4.91 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 1,245 | 5.96 | 700 | 8.54 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 5,993 | 8.37 | 3,368 | 11.09 | ||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 982 | 62.05 | 552 | 65.96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 2,283 | 0.31 | 1,283 | 2.81 | ||||
| 2025-07-28 | 13F | 码头街资产管理公司 | 77,462 | 2.86 | 43,529 | 5.45 | ||||
| 2025-08-08 | 13F | 安联保险 | 66,267 | 0.43 | 37,238 | 2.96 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 40,400 | 1.66 | 22,702 | 4.22 | ||||
| 2025-08-14 | 13F | 德肖公司 | 1,065,616 | 58.47 | 598,812 | 62.47 | ||||
| 2025-08-08 | 13F | 咨询资源组 | 2,299 | 1.86 | 1,292 | 4.45 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 2,700 | 1,517 | |||||
| 2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 236 | 12.38 | 129 | 11.21 | ||||
| 2025-08-06 | 13F | 聪明货币集团有限责任公司 | 1,777 | 17.84 | 999 | 20.82 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 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 | 74,077 | 86.70 | 40,599 | 84.23 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 199,578 | 33.14 | 112,151 | 36.50 | ||||
| 2025-06-24 | NP | KLGAX - MainStay MacKay 成长基金 A 类 | 61,705 | 15.81 | 33,818 | 14.28 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 1,085,900 | 7.19 | 610,211 | 9.89 | |||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 81,630 | 11.89 | 45,871 | 14.71 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 12,600 | 93.85 | 7,080 | 98.76 | |||
| 2025-07-24 | 13F | 支付宝证券公司 | 14 | 7.69 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,499,600 | 45.14 | 842,685 | 48.80 | |||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 23,044 | 0.05 | 12,629 | -1.28 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 49 | 19.51 | 28 | 22.73 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 39,443 | 3.16 | 22,165 | 5.76 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 30,536 | 0.69 | 17,160 | 3.22 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 219,115 | 12.06 | 123,129 | 14.88 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘混合投资组合 | 8,119 | 2.16 | 4,562 | 4.75 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 59 | 34.09 | 33 | 52.38 | ||||
| 2025-07-18 | 13F | 联合规划公司 | 8,657 | 3.21 | 4,865 | 5.81 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 9,970 | 4.47 | 5,607 | 7.23 | ||||
| 2025-08-07 | 13F | 彭布罗克管理有限公司 | 642 | 361 | ||||||
| 2025-07-10 | 13F | 财务管理网络公司 | 2,154 | 0.80 | 1,226 | 18.23 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 4,508 | 9.23 | 2,533 | 11.98 | ||||
| 2025-08-14 | 13F | Maytus资本管理有限责任公司 | 76,013 | 85.60 | 42,715 | 90.28 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML基本增长基金II类 | 4,937 | 22.14 | 2,774 | 25.24 | ||||
| 2025-07-10 | 13F | 沃伊萨德资产管理集团有限公司 | 497 | 6.42 | 279 | 9.41 | ||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 38,605 | 14.58 | 21,694 | 17.47 | ||||
| 2025-08-05 | 13F | 联邦退休投资有限责任公司 | 6,183 | 89.66 | 3,475 | 94.40 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 676,766 | 6.90 | 380 | 9.51 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 2,107 | 0.14 | 1,184 | 2.60 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 国际股票基金 | 3,242 | 45.51 | 1,822 | 49.14 | ||||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 89,600 | 81.01 | 50,350 | 85.58 | ||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 1,177,461 | 8.55 | 661,662 | 11.29 | ||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 3,640 | 669.56 | 2,045 | 689.58 | ||||
| 2025-07-21 | 13F | 乐凯资产管理有限公司 | 5,220 | 2,933 | ||||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 56 | 31 | ||||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 74,067 | 11.27 | 40,593 | 9.79 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 2,322 | 0.52 | 1,305 | 3.00 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 8,484 | 0.64 | 4,767 | 3.18 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 2,237 | 15.97 | 1,258 | 18.92 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 752,426 | 34.83 | 422,818 | 38.23 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 1,798 | 3.16 | 1,010 | 5.76 | ||||
| 2025-08-14 | 13F | 帕克普雷西迪奥资本有限公司 | 194,766 | 138.56 | 109,447 | 144.57 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 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 | 3,857 | 107.25 | 2,167 | 112.45 | ||||
| 2025-07-29 | 13F | Woodard & Co 资产管理集团公司 /adv | 6,423 | 1.42 | 3,609 | 3.98 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 2,040 | 1,146 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 55,453 | 1.62 | 30,392 | 0.27 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 72,491 | 0.98 | 40,736 | 3.53 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 55,592 | 3.84 | 31,239 | 6.46 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 23,013 | 9.11 | 12,932 | 11.85 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 5,009 | 1.68 | 2,815 | 4.22 | ||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 108 | 27.06 | 61 | 30.43 | ||||
| 2025-08-13 | 13F | 吉维尼资本公司 | 27,841 | 2.95 | 15,645 | 5.55 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 7,860 | 10.33 | 4,417 | 13.11 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 432,156 | 10.33 | 243 | 13.08 | ||||
| 2025-08-11 | 13F | Primecap 管理公司/ca/ | 527,341 | 25.84 | 296,334 | 29.01 | ||||
| 2025-08-13 | 13F | 万斯财富公司 | 471 | 18.34 | 265 | 21.10 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 4,260 | 17.10 | 2,396 | 20.04 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 1,049 | 25.33 | 590 | 28.60 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 8,445 | 2.96 | 4,746 | 5.56 | ||||
| 2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 1,719 | 28.67 | 943 | 34.14 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 9,001 | 0.10 | 5,058 | 2.64 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 14,047 | 0.53 | 7,913 | 4.93 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 2,907 | 19.09 | 1,634 | 22.14 | ||||
| 2025-04-15 | 13F | 转变财富有限责任公司 | 24,975 | 59.14 | 13,689 | 65.67 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 19,779 | 2.02 | 11,114 | 4.59 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 1,007 | 15.48 | 566 | 18.20 | ||||
| 2025-08-13 | 13F | Geo Capital Gestora de Recursos 有限公司 | 5,295 | 39.09 | 3 | 0.00 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 142 | 0.71 | 80 | 2.60 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 178 | 100 | ||||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 9,298 | 5,445 | ||||||
| 2025-08-06 | 13F | 埃布尔财富管理有限责任公司 | 4,740 | 0.51 | 2,664 | 3.02 | ||||
| 2025-06-27 | NP | XLG - Invesco S&P 500 Top 50 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 | 239,826 | 2.80 | 131,439 | 1.43 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 1,715 | 0.59 | 1 | |||||
| 2025-07-28 | NP | ZIFRX-美国Beacon Ninety One国际特许经营基金R6类 | 862 | 25.29 | 505 | 27.27 | ||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 240 | 12.15 | 133 | 25.47 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 57,956 | 0.95 | 32,568 | 3.49 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 2,390 | 0.46 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | Ccg财富管理有限公司 | 425 | 1.92 | 239 | 4.39 | ||||
| 2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 1,255 | 11.95 | 688 | 16.61 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 14,184 | 1.21 | 7,970 | 3.76 | ||||
| 2025-07-22 | 13F | MBL 财富有限责任公司 | 1,367 | 4.27 | 768 | 6.96 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 21,714 | 13.40 | 12,202 | 16.26 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 73,629 | 18.61 | 41,375 | 21.60 | ||||
| 2025-07-29 | 13F | Arcus 资本合伙人有限责任公司 | 1,202 | 10.48 | 676 | 13.26 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 2,318 | 0.48 | 1,303 | 3.01 | ||||
| 2025-08-12 | 13F | Guerra 顾问公司 | 3,773 | 19.55 | 2,120 | 22.54 | ||||
| 2025-08-19 | NP | DAVPX - 达文波特核心基金 | 61,617 | 3.04 | 34,625 | 5.64 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 27,000 | 94.24 | 15,172 | 99.16 | |||
| 2025-07-14 | 13F | 金州股权合伙人 | 1,985 | 6.78 | 1,116 | 9.42 | ||||
| 2025-08-14 | 13F | 下世纪成长投资者有限公司 | 5,035 | 0.04 | 2,829 | 2.57 | ||||
| 2025-08-12 | 13F | 泰仁资本有限公司 | 56,700 | 31,862 | ||||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,093,040 | 4.32 | 614,223 | 6.95 | ||||
| 2025-06-26 | NP | FBCGX - 富达蓝筹成长K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 400,615 | 6.81 | 219,561 | 5.40 | ||||
| 2025-08-12 | 13F | 泛微咨询集团 | 520 | 2.77 | 292 | 5.42 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 9,277 | 0.11 | 5,213 | 2.64 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 15 | 114.29 | 8 | 166.67 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 719 | 404 | ||||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 466,865 | 14.77 | 262,350 | 17.66 | ||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 5,836 | 1.85 | 3,280 | 4.43 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,214 | 13.71 | 1,244 | 16.59 | ||||
| 2025-07-16 | 13F | MKT 顾问有限责任公司 | 365 | 206 | ||||||
| 2025-08-13 | 13F/A | DLD资产管理有限合伙人 | Call | 800 | 449 | |||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 495 | 52.31 | 278 | 55.62 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 37,503 | 3.63 | 21 | 10.53 | ||||
| 2025-08-13 | 13F | 平衡财富有限责任公司 | 369 | 207 | ||||||
| 2025-08-13 | 13F/A | DLD资产管理有限合伙人 | Put | 900 | 505 | |||||
| 2025-08-14 | 13F | 帕资本管理公司 | 900 | 80.00 | 506 | 84.31 | ||||
| 2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 44,795 | 11.77 | 25,172 | 14.59 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 107,148 | 4.01 | 60,211 | 6.63 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 270,048 | 0.98 | 151,751 | 3.53 | ||||
| 2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 1,687 | 51.44 | 948 | 55.41 | ||||
| 2025-07-28 | 13F | 切萨皮克财富管理 | 2,555 | 0.51 | 1,436 | 3.02 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 23,490 | 36.41 | 13,200 | 39.85 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 1,056 | 95.56 | 593 | 101.02 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 21,538 | 77.33 | 12,103 | 81.81 | ||||
| 2025-08-14 | 13F | 长荣财富解决方案有限责任公司 | 2,558 | 15.38 | 1,438 | 18.27 | ||||
| 2025-08-06 | 13F | 泰坦全球资本管理美国有限公司 | 58,817 | 8.38 | 33,052 | 11.12 | ||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 848 | 1.44 | 476 | 3.93 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 62,361 | 1.78 | 35,043 | 4.35 | ||||
| 2025-07-29 | 13F | 纬度顾问有限责任公司 | 1,612 | 0.19 | 906 | 2.72 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 125 | 495.24 | 69 | 655.56 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 44,420 | 720.16 | 24,961 | 741.00 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 2,392 | 1.83 | 1,344 | 4.43 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 92,373 | 10.67 | 50,626 | 9.20 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 10,239 | 10.52 | 5,754 | 13.31 | ||||
| 2025-08-05 | 13F | 德克萨斯银行与信托公司 | 8,158 | 0.55 | 4,584 | 3.10 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 27,478 | 16.78 | 15,441 | 19.73 | ||||
| 2025-06-24 | NP | EQNAX - MFS 股票收益基金 A | 7,710 | 4,226 | ||||||
| 2025-07-09 | 13F | GSG 顾问有限责任公司 | 720 | 4.96 | 405 | 14.45 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 4,251 | 2.06 | 2,389 | 4.65 | ||||
| 2025-08-07 | 13F | 前景金融集团有限公司 | 490 | 2.73 | 275 | 5.36 | ||||
| 2025-08-29 | NP | BAFE-布朗咨询灵活股票ETF | 100,085 | 8.70 | 56,242 | 11.45 | ||||
| 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 | 818,001 | 2.31 | 479,021 | 3.96 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 44 | 25 | ||||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 1,785 | 5.19 | 1,003 | 7.85 | ||||
| 2025-08-14 | 13F | 高维斯塔策略有限责任公司 | 4,000 | 8.11 | 2,248 | 10.80 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 181,500 | 19.96 | 102 | 23.17 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 126,100 | 7.50 | 71 | 9.38 | |||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 1,700 | 1.19 | 955 | 3.69 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 1,321 | 33.98 | 742 | 37.41 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 84,344 | 5.46 | 47,396 | 8.12 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 698 | 73.20 | 394 | 78.28 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 120,327 | 3.39 | 67,617 | 5.99 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 198,270 | 6.00 | 111,416 | 8.67 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 2,557 | 4.80 | 1,437 | 7.40 | ||||
| 2025-05-14 | 13F | 峰会金融财富顾问有限责任公司 | 876 | 0.46 | 480 | -2.24 | ||||
| 2025-08-20 | NP | WBGSX - 威廉·布莱尔成长基金 N 级 | 14,412 | 3.61 | 8,099 | 6.22 | ||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 1,867 | 6.38 | 1,049 | 9.16 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 15,309 | 8,603 | ||||||
| 2025-08-14 | NP | FLFGX - 全球配置基金零售类 | 548 | 2.62 | 308 | 5.14 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 131 | 4.80 | 74 | 7.35 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 56,123 | 7.03 | 32,866 | 8.76 | ||||
| 2025-07-17 | 13F | 柳溪财富管理公司 | 1,107 | 1.93 | 622 | 4.54 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 6,466 | 4.64 | 3,405 | 0.53 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 1,348 | 408.68 | 739 | 536.21 | ||||
| 2025-07-28 | NP | VAPPX - 资本增值基金 | 19,022 | 35.45 | 11,139 | 37.64 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 29,065 | 0.63 | 16,333 | 3.16 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 2,037 | 1.60 | 1,193 | 3.20 | ||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 28,508 | 8.37 | 16,020 | 11.10 | ||||
| 2025-07-10 | 13F | Threadgill 金融有限公司 | 33,460 | 0.40 | 18,803 | 2.93 | ||||
| 2025-07-23 | 13F | CFM 财富合作伙伴有限公司 | 15,535 | 0.94 | 8,730 | 3.47 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 4,304 | 2,419 | ||||||
| 2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 28 | 15 | ||||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 280,445 | 0.04 | 157,593 | 2.56 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 1,018,988 | 0.40 | 573 | 2.87 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 11,813 | 19.90 | 6,638 | 22.95 | ||||
| 2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 4,719 | 1.29 | 2,652 | 3.84 | ||||
| 2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 695 | 58.31 | 407 | 60.47 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 17,340 | 2.60 | 9,744 | 5.19 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 593,738 | 1.28 | 333,645 | 3.83 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 1,322,367 | 0.97 | 737 | 5.14 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 17,636 | 2.11 | 10 | 0.00 | ||||
| 2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 1,232 | 3.97 | 692 | 6.63 | ||||
| 2025-04-25 | NP | FSCSX - 软件和 IT 服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 349,100 | 2.62 | 201,190 | 10.97 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 820 | 480 | ||||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 4,688 | 0.26 | 2,635 | 2.77 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 39,700 | 22,309 | |||||
| 2025-08-29 | NP | JESSX - 骏利亨德森全球可持续股票基金 S 级 | 1,846 | 10.21 | 1,037 | 12.96 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 14,973 | 1.13 | 8,522 | 5.00 | ||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 1,559 | 13.38 | 876 | 16.20 | ||||
| 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 | 17,252 | 0.91 | 9,455 | -0.42 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 858 | 3.12 | 482 | 5.70 | ||||
| 2025-08-07 | 13F | 奥特曼顾问公司 | 4,060 | 0.37 | 2,292 | 3.43 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 197,989 | 30.34 | 111,258 | 33.63 | ||||
| 2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 2,148 | 0.51 | 1,207 | 3.07 | ||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 336 | 4.67 | 189 | 7.43 | ||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 1,069 | 0.09 | 601 | 2.56 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 309 | 174 | ||||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 9,746 | 178.22 | 5,477 | 185.21 | ||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 2,387 | 0.29 | 1,341 | 2.84 | ||||
| 2025-08-13 | 13F | 梅菲尔咨询集团有限责任公司 | 726 | 0.14 | 417 | 4.79 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来金融和科技 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 | 149 | 3.47 | 82 | 2.53 | ||||
| 2025-08-11 | 13F | 投资者专业 Gestao de Recursos Ltda。 | 24,064 | 36.22 | 13,523 | 39.66 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 15,027 | 5.08 | 8,444 | 7.75 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 1,793 | 2,791.94 | 1,050 | 2,897.14 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 4,249,922 | 0.19 | 2,388,202 | 2.72 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 2,745 | 39.34 | 1,542 | 42.91 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 1,188 | 9.59 | 668 | 12.29 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 35,089 | 166.57 | 19,718 | 173.32 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 12,370 | 1.44 | 6,951 | 3.99 | ||||
| 2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 65,970 | 19.79 | 37,071 | 22.82 | ||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 1,689 | 12.08 | 926 | 10.51 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 721 | 10.24 | 405 | 13.13 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 1,134 | 4.42 | 637 | 7.06 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 37,475 | 13.69 | 21,945 | 15.53 | ||||
| 2025-08-01 | 13F | GPM 成长投资者公司 | 679 | 14.89 | 382 | 17.96 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 14,167 | 0.53 | 7,962 | 3.06 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 42,978 | 2.83 | 24,151 | 5.42 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 15,858 | 0.18 | 8,911 | 2.71 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 283,964 | 3.17 | 160 | 6.00 | ||||
| 2025-08-12 | 13F | 马斯科资本管理有限公司 | 33,399 | 26.22 | 18,768 | 29.41 | ||||
| 2025-08-14 | 13F | BTG Pactual SA 银行 | 3,800 | 2,135 | ||||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 8,386,964 | 0.63 | 4,712,971 | 3.17 | ||||
| 2025-08-12 | 13F | 频谱财富咨询集团有限责任公司 | 977 | 0.10 | 549 | 2.62 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 965,889 | 4.93 | 542,772 | 7.58 | ||||
| 2025-08-06 | 13F | 峰会财富与退休规划公司 | 1,102 | 619 | ||||||
| 2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 2,505 | 11.58 | 1,467 | 13.38 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 52,415 | 24.94 | 29,455 | 28.08 | ||||
| 2025-07-18 | 13F | 观点投资伙伴公司 | 1,325 | 231.25 | 745 | 239.73 | ||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 720 | 1.12 | 405 | 18.13 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 57,288 | 7.93 | 33,548 | 9.66 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 12,838 | 2.57 | 7,214 | 5.16 | ||||
| 2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 60,876 | 0.56 | 34,209 | 3.09 | ||||
| 2025-07-30 | 13F | Wbh 咨询公司 | 3,324 | 0.12 | 1,868 | 2.64 | ||||
| 2025-07-23 | 13F | 睿智财富合伙人 | 789 | 113.82 | 443 | 119.31 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 556 | 0.18 | 312 | 2.30 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 20,999 | 1.74 | 11,800 | 4.30 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 13,584 | 1.31 | 7,633 | 3.86 | ||||
| 2025-07-24 | 13F | KC 投资顾问有限公司 | 2,272 | 0.80 | 1,276 | 3.32 | ||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 8,765 | 11.57 | 5,133 | 13.36 | ||||
| 2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 489 | 4.26 | 275 | 6.61 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 6,981 | 10.74 | 3,923 | 13.52 | ||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 3,420,898 | 7.95 | 1,922,339 | 10.67 | ||||
| 2025-08-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 669 | 2.92 | 376 | 5.62 | ||||
| 2025-06-24 | NP | FGRAX - 富兰克林成长机会基金 A 类 | 280,871 | 13.09 | 153,934 | 11.59 | ||||
| 2025-08-27 | NP | IBNAX - 常春藤平衡基金 A 类 | 30,478 | 13.18 | 17,127 | 16.04 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 2,488 | 4.10 | 1,364 | 2.71 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 4,715 | 2,504.97 | 2,650 | 2,575.76 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 62,753 | 4.69 | 34,396 | 8.98 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 152,117 | 37.60 | 85,481 | 41.07 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 8,002 | 38.49 | 4,686 | 40.73 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 20,324,613 | 8,491 | ||||||
| 2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 58,432 | 3.59 | 32,835 | 6.20 | ||||
| 2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 1,043 | 23.72 | 586 | 26.84 | ||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 12,378 | 2.13 | 6,962 | 1.28 | ||||
| 2025-08-14 | 13F | 公共投资基金 | Call | 335,300 | 188,418 | |||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 415 | 233 | ||||||
| 2025-08-13 | 13F | 世代资本管理有限公司 | 1,147 | 6.60 | 645 | 9.34 | ||||
| 2025-07-15 | 13F | 海伯利安资产管理有限公司 | 109,882 | 7.39 | 61,747 | 10.10 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 8,789 | 2.76 | 4,939 | 5.33 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 2,723 | 1,530 | ||||||
| 2025-07-17 | 13F | 斯科特与塞尔伯公司 | 5,278 | 0.61 | 3 | 0.00 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 2,116 | 5.80 | 1,160 | 4.41 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 1,061 | 0.09 | 596 | 2.58 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 792 | 2.06 | 445 | 4.71 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 2,318 | 3.25 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 198,350 | 3.07 | 109,128 | 5.09 | ||||
| 2025-08-14 | 13F | 嘉德财富管理有限公司 | 4,310 | 0.65 | 2,421 | 3.15 | ||||
| 2025-08-14 | 13F | JPL 财富管理有限责任公司 | 8,239 | 2.53 | 4,630 | 5.11 | ||||
| 2025-08-13 | 13F | 正确资本财富管理 | 1,882 | 11.10 | 1,058 | 13.90 | ||||
| 2025-07-18 | 13F | 太平洋点顾问有限公司 | 3,045 | 1.47 | 1,711 | 4.01 | ||||
| 2025-07-23 | 13F | 比林尼联营公司 | 45,402 | 0.93 | 26 | 4.17 | ||||
| 2025-08-27 | NP | TOGA - Tremblant 全球 ETF | 5,358 | 2.68 | 3,011 | 5.24 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 51,578 | 163.49 | 28,984 | 170.14 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 7,753,540 | 0.26 | 4,357,024 | 2.79 | ||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 1,696 | 0.18 | 917 | 2.81 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 1,318 | 0.08 | 743 | 2.63 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - Research International 核心投资组合 | 21,042 | 11,824 | ||||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 43,898 | 7.60 | 25,707 | 9.34 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 1,705 | 2.16 | 964 | 5.36 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 1,133 | 61.86 | 637 | 66.06 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 2,142 | 18.87 | 1,204 | 21.88 | ||||
| 2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 2,320 | 12.08 | 1,271 | 10.62 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 9,771 | 1.24 | 5,491 | 3.80 | ||||
| 2025-07-14 | 13F | 哈林顿投资公司 | 3,519 | 1.18 | 1,977 | 3.73 | ||||
| 2025-07-09 | 13F | 灯塔金融集团 | 3,630 | 2.63 | 2,040 | 5.21 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | 23,700 | 13,318 | ||||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 78,700 | 44,225 | |||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 359 | 202 | ||||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 1,590 | 0.13 | 893 | 2.64 | ||||
| 2025-07-11 | 13F | TrimTabs 资产管理有限责任公司 | 45,440 | 18.85 | 25,535 | 21.85 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 240,000 | 18.36 | 135 | 20.72 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 114,283 | 67.33 | 64,220 | 71.56 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 165 | 175.00 | 91 | 181.25 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - MFS Research International 投资组合 A 类 | 30,745 | 17,277 | ||||||
| 2025-06-26 | NP | FigX - 富达系列国际成长基金 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 | 425,531 | 2.98 | 233,217 | 1.61 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 4,328 | 0.53 | 2,432 | 3.09 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 88,374 | 4.74 | 49,661 | 7.38 | ||||
| 2025-07-10 | 13F | PMV 资本顾问有限责任公司 | 7 | 4 | ||||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 5,769 | 16.45 | 3,242 | 23.47 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 500 | 400.00 | 281 | 438.46 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 1,140 | 0.18 | 641 | 2.73 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 4,152 | 20.07 | 2,333 | 23.11 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 658 | 4.78 | 370 | 7.27 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 797 | 1.40 | 448 | 3.95 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 9,494 | 67.92 | 5,203 | 65.70 | ||||
| 2025-07-21 | 13F | 111资本 | 10,290 | 1,433.53 | 5,782 | 1,475.48 | ||||
| 2025-07-31 | 13F | 沃伯顿资本管理有限公司 | 429 | 14.71 | 0 | |||||
| 2025-08-13 | 13F | 盟友金融公司 | 11,000 | 6,181 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 14,570 | 8.72 | 8,187 | 70.95 | ||||
| 2025-08-05 | 13F | 维瑞特资产管理公司 | 752 | 1.90 | 423 | 4.46 | ||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 382 | 215 | ||||||
| 2025-08-14 | 13F | 资本与规划有限责任公司 | 2,833 | 26.14 | 1,592 | 29.24 | ||||
| 2025-08-15 | 13F | 梅泰克全球投资有限责任公司 | 83,986 | 3.66 | 47,267 | 6.43 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 2,125 | 3.96 | 1,194 | 6.61 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 18,866 | 11.37 | 10,602 | 14.17 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 1,696 | 1.31 | 953 | 3.93 | ||||
| 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 | 10,274,818 | 0.08 | 6,016,933 | 1.70 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 15,700 | 685.00 | 8,822 | 704.93 | |||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 135,118 | 1.85 | 75,928 | 4.41 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 74,583 | 59.22 | 40,320 | 74.36 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 217 | 119 | ||||||
| 2025-08-06 | 13F | Aspetuck 财务管理有限责任公司 | 1,185 | 22.54 | 666 | 25.47 | ||||
| 2025-08-29 | NP | GGRW - Gabelli 成长创新者 ETF | 513 | 13.25 | 288 | 16.13 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 6,678 | 0.72 | 3,753 | 3.25 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 2,464 | 8.83 | 1,384 | 11.61 | ||||
| 2025-08-12 | 13F | 实谈资本有限责任公司 | 365 | 205 | ||||||
| 2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 895 | 503 | ||||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 21,870 | 4.02 | 12,290 | 6.65 | ||||
| 2025-08-28 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 全球基金系列 II | 24,060 | 114.97 | 13,520 | 120.41 | ||||
| 2025-08-27 | NP | ARTYX - Artisan 发展中国家基金投资者股份 | 84,863 | 89.06 | 47,688 | 93.83 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 8,025 | 4,510 | ||||||
| 2025-08-08 | 13F | 金融引力公司 | 734 | 3,570.00 | 412 | 4,020.00 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 56,066 | 31,506 | ||||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 106,332 | 5.26 | 59,676 | 7.78 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 326 | 2.52 | ||||||
| 2025-06-26 | NP | TADAX - 泛美美国增长 A | 147,723 | 0.98 | 80,961 | -0.36 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 108 | 28.57 | 61 | 30.43 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 11,587 | 0.84 | 6,511 | 3.37 | ||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | 258,711 | 61,205.92 | 259 | 11.69 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 7,605 | 4.91 | 4,168 | 3.50 | ||||
| 2025-06-30 | NP | VADGX - Vanguard Advice 选择股息增长基金 Admiral Shares | 72,471 | 6.26 | 39,718 | 4.85 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 41,511 | 87.87 | 23 | 91.67 | ||||
| 2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 1,337 | 4.70 | 752 | 7.29 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 160,497 | 136.03 | 90,190 | 141.98 | ||||
| 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 | 5,541 | 0.60 | 3,245 | 2.21 | ||||
| 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 | 31 | 14.81 | 17 | 14.29 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 31,240 | 16.39 | 17,546 | 19.32 | ||||
| 2025-07-07 | 13F | OMNI 360 财富公司 | 405 | 3.05 | 228 | 5.58 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 125,496 | 6.28 | 73,490 | 7.99 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 50,321 | 0.54 | 28,278 | 3.07 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 110,862 | 3.83 | 62,298 | 6.45 | ||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 894 | 20.32 | 524 | 22.20 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 2,478 | 1,392 | ||||||
| 2025-08-07 | 13F | M. Kulyk & Associates, 有限责任公司 | 3,933 | 2.66 | 2,210 | 5.29 | ||||
| 2025-08-14 | 13F | 富登基金管理有限公司 | 61,944 | 179.77 | 34,809 | 186.84 | ||||
| 2025-07-30 | 13F | 格林纳普街财富管理有限公司 | 386 | 217 | ||||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 1,138 | 237.69 | 640 | 247.28 | ||||
| 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 | 826,095 | 71.97 | 483,761 | 74.74 | ||||
| 2025-07-07 | 13F | 加速投资顾问有限责任公司 | 505 | 6.54 | 284 | 9.27 | ||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 47,768 | 0.16 | 26,843 | 2.69 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -52 | -29 | |||||
| 2025-08-13 | 13F | 三井住友金融集团 | 650 | 358 | ||||||
| 2025-07-25 | 13F | 斯通哈奇弗莱明金融服务控股有限公司 | 341,413 | 0.41 | 191,854 | 2.94 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 8,526 | 41.21 | 4,673 | 39.34 | ||||
| 2025-07-31 | 13F | 忠利投资基金公司 | 4,500 | 7.14 | 2,529 | 9.82 | ||||
| 2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 962 | 1.69 | 541 | 4.25 | ||||
| 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 | 99,687 | 6.75 | 58,377 | 8.47 | ||||
| 2025-08-26 | NP | MFRFX - MFS研究基金A | 425,015 | 238,833 | ||||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 31,821 | 16.01 | 17,881 | 18.94 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 72,033 | 2.00 | 40,478 | 4.57 | ||||
| 2025-08-11 | 13F | 威尔金森全球资产管理有限公司 | 20,506 | 11,523 | ||||||
| 2025-06-27 | NP | TEC - 港口转型技术 ETF | 98 | 54 | ||||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 2,548 | 8.52 | 1,432 | 11.28 | ||||
| 2025-07-24 | 13F | WELLCOME TRUST LTD (THE) 作为 WELLCOME TRUST 的受托人 | 595,000 | 7.21 | 334,354 | 9.91 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 897 | 1.93 | 504 | 4.56 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 83,461 | 78.58 | 45,742 | 76.21 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 2,590 | 23.33 | 1,420 | 28.42 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 1,889 | 4.25 | 1,061 | 8.38 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 1,470 | 0.96 | 826 | 3.51 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 103,323 | 56,627 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 8,229,144 | 14.66 | 4,624,285 | 17.55 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 411,352 | 231,155 | ||||||
| 2025-08-04 | 13F | IMS投资管理服务有限公司分析师 | 17,149 | 0.92 | 10 | 0.00 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 1,946 | 9.33 | 1,094 | 12.10 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 129,329 | 350.80 | 72,643 | 362.04 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 150 | 57.89 | 84 | 61.54 | ||||
| 2025-07-15 | 13F | Heritage Oak 财富顾问有限责任公司 | 899 | 0.45 | 505 | 3.06 | ||||
| 2025-08-26 | NP | FMSGX - Frontier MFG 全球可持续基金机构类别股票 | 2,488 | 1.93 | 1,398 | 4.56 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 7,038 | 3,955 | ||||||
| 2025-08-19 | NP | Securian 基金信托 - SFT 常春藤成长基金 | 30,115 | 10.27 | 16,923 | 13.05 | ||||
| 2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 5,156 | 11.31 | 2,897 | 14.14 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 3,771 | 2,208 | ||||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 311,818 | 3.27 | 175,223 | 5.87 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 451,588 | 4.69 | 247,497 | 3.30 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 16,575 | 10.90 | 9,314 | 13.61 | ||||
| 2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 156,716 | 8.75 | 88,065 | 11.49 | ||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 3,028 | 5.51 | 1,702 | 8.14 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 4,732 | 10.95 | 2,771 | 12.78 | ||||
| 2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 40,236 | 15.38 | 22,052 | 13.85 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 507,211 | 155.56 | 285,022 | 162.00 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 17,786 | 0.40 | 9,995 | 2.92 | ||||
| 2025-08-01 | 13F | 博尔特豪斯投资有限责任公司 | 357 | 201 | ||||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 3,752 | 36.29 | 2,106 | 39.59 | ||||
| 2025-07-10 | 13F | 布雷迪家族财富有限公司 | 1,465 | 0.14 | 823 | 2.75 | ||||
| 2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 1,548 | 4.74 | 870 | 7.28 | ||||
| 2025-08-11 | 13F | 波林资本管理有限责任公司 | 14,763 | 0.02 | 8,296 | 2.53 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 512,236 | 2.00 | 299,965 | 3.64 | ||||
| 2025-08-06 | 13F | 罗斯柴尔德公司英国财富管理有限公司 | 1,340,512 | 1.81 | 753,287 | 4.37 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 5,987 | 2.99 | 3,364 | 5.59 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 702,429 | 0.26 | 394,723 | 2.79 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 32,633 | 34.87 | 18,338 | 38.27 | ||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 4,657 | 12.79 | 2,617 | 15.64 | ||||
| 2025-08-25 | NP | MMIUX - MassMutual Select T. Rowe Price 国际股票基金 I 类 | 876 | 12.31 | 492 | 15.22 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 563 | 8.27 | 316 | 10.88 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 934,110 | 3,493.56 | 524,914 | 3,584.38 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 604,396 | 55.51 | 340 | 59.15 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 20,306,246 | 1.04 | 11,411 | 3.59 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 34,559 | 1.33 | 18,940 | -0.02 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 23,905 | 1.62 | 13,433 | 4.19 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 534 | 6.37 | 313 | 7.96 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 946 | 5.58 | 532 | 8.15 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC。 | 2,257 | 1,268 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 3,639 | 4.99 | 2,045 | 7.63 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 8,000 | 158.06 | 4,496 | 164.57 | |||
| 2025-08-07 | 13F | 英杰华公司 | 673,057 | 0.04 | 378,218 | 2.56 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 7,100 | 222.73 | 3,990 | 231.04 | |||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 2,209 | 2.22 | 1,241 | 4.81 | ||||
| 2025-07-30 | NP | ABIG - 白银大盘股 ETF | 2,159 | 1,264 | ||||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 8,776 | 4,932 | ||||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 4,658 | 83.82 | 2,618 | 88.41 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS Research International 投资组合初始类别 | 11,489 | 6,456 | ||||||
| 2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 883 | 9.55 | 496 | 12.22 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 41,411 | 7.06 | 24,250 | 8.78 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 99,269 | 115.12 | 55,783 | 120.55 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | Call | 700 | 14 | |||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 36,384 | 6.09 | 20,446 | 8.76 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 7,446 | 5.33 | 4,184 | 8.00 | ||||
| 2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 8,026 | 18.41 | 4,700 | 20.33 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 23,973 | 4.64 | 13,471 | 7.27 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 12,491 | 9.05 | 7,019 | 11.80 | ||||
| 2025-07-23 | 13F | 增值金融有限责任公司 | 1,642 | 29.09 | 923 | 32.28 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类 | 92,851 | 4.26 | 52,177 | 6.89 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 1,445 | 161.30 | 792 | 157.65 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 101,850 | 4.76 | 57,234 | 7.40 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,214 | 8.49 | 682 | 11.26 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Invesco 全球投资组合 IB 类 | 6,619 | 147.53 | 3,719 | 153.86 | ||||
| 2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 2,175 | 3.18 | 1,222 | 5.80 | ||||
| 2025-07-09 | 13F | Heritage 家族办公室有限责任公司 | 4,386 | 0.02 | 2,371 | -1.37 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 653,263 | 31.40 | 363,103 | 36.87 | ||||
| 2025-07-30 | NP | LGRO - 四级大盘成长主动型 ETF | 3,503 | 2.64 | 2,051 | 4.32 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 36,006 | 3.67 | 20,233 | 6.29 | ||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 26,545 | 0.74 | 14,917 | 3.28 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | Put | 200 | 112 | |||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 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 | 1,572 | 4.04 | 862 | 2.62 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 78,104 | 6.38 | 43,890 | 9.06 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 3,554 | 11.76 | 1,997 | 14.57 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 17,977 | 24.70 | 10,102 | 27.84 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 1,379 | 24.12 | 775 | 27.30 | ||||
| 2025-08-11 | 13F | 阿维索财富管理 | 4,671 | 45.29 | 2,625 | 48.92 | ||||
| 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 | 61,137 | 2.35 | 35,802 | 3.99 | ||||
| 2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 1,042 | 5.25 | 586 | 7.93 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 31 | 24.00 | 17 | 30.77 | ||||
| 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 | 781 | 4.83 | 457 | 6.53 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 75 | 4.17 | 42 | 7.69 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 431 | 2.13 | 242 | 4.76 | ||||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | 2,756,079 | 0.12 | 1,548,751 | 2.64 | ||||
| 2025-06-25 | NP | BKCG——纽约梅隆银行集中增长ETF | 9,868 | 5,408 | ||||||
| 2025-07-24 | 13F | Brücke Financial, Inc. | 1,356 | 8.31 | 762 | 10.93 | ||||
| 2025-08-05 | 13F | 基准金融财富顾问有限责任公司 | 545 | 9.88 | 306 | 12.92 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 1,953 | 319.10 | 1,097 | 330.20 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 19,332 | 3.68 | 10,863 | 6.29 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 33,909 | 3.16 | 19,055 | 5.77 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 1,175 | 4.07 | 660 | 6.80 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 13,861 | 0.68 | 7,789 | 3.22 | ||||
| 2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 2,054 | 72.46 | 1,154 | 76.99 | ||||
| 2025-08-13 | 13F | 亨德肖特投资公司 | 36,179 | 1.72 | 20,330 | 4.29 | ||||
| 2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 5,555 | 18.39 | 3,044 | 16.81 | ||||
| 2025-07-15 | 13F | 哈特曼泰勒财富管理有限责任公司 | 892 | 0.56 | 501 | 3.09 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 16,995 | 9,550 | ||||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 12,973 | 21.50 | 7,290 | 24.57 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 3,755 | 64.33 | 2,110 | 68.53 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 1,202,162 | 24.59 | 675,543 | 27.73 | ||||
| 2025-08-13 | 13F | 霍布斯财富管理有限责任公司 | 530 | 1.34 | 298 | 3.85 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 15,025 | 1.97 | 8,443 | 4.54 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 15,500 | 61.46 | 8,710 | 65.56 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 12,800 | 40.66 | 7,193 | 44.21 | |||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 215,049 | 7.36 | 117,860 | 5.93 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 91,232 | 158.50 | 51,267 | 165.02 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 115 | 26.37 | 65 | 30.61 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 23,939 | 6.31 | 13,452 | 8.99 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 3,003 | 1,688 | ||||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 188,465 | 20.99 | 105,908 | 24.05 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 452 | 0.22 | 253 | 2.43 | ||||
| 2025-06-27 | NP | TWCGX - 成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 685,127 | 0.81 | 375,491 | -0.53 | ||||
| 2025-07-16 | 13F | 卡哈巴财富管理公司 | 560 | 1.63 | 315 | 4.32 | ||||
| 2025-08-06 | 13F | 融合金融有限公司 | 1,091 | 2.06 | 613 | 4.61 | ||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,268,717 | 13.12 | 742,961 | 14.94 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 125,316 | 4.83 | 59,991 | -1.10 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 820 | 363.28 | 0 | |||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 8,161 | 1.54 | 4,587 | 4.11 | ||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 51,545 | 0.04 | 28,965 | 2.57 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 31,120 | 22.33 | 17,488 | 25.42 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 1,176 | 9.40 | 661 | 12.05 | ||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 647 | 379 | ||||||
| 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 | 48 | 17.07 | 26 | 18.18 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 3,361 | 16.34 | 1,842 | 14.84 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 42,279 | 23,758 | ||||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 449,358 | 3.66 | 246,275 | 2.29 | ||||
| 2025-07-22 | 13F | PUREfi 财富有限责任公司 | 982 | 11.46 | 552 | 14.08 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 2,965 | 101.84 | 1,666 | 106.83 | ||||
| 2025-08-14 | 13F | 中西一金融集团有限公司 | 2,491 | 15.97 | 1,400 | 18.86 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 8,644 | 4,858 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 11,259 | 15.83 | 6,327 | 18.75 | ||||
| 2025-07-23 | 13F | 驾驶室咨询集团有限责任公司 | 1,336 | 4.38 | 751 | 6.84 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 155 | 98.72 | 8,710 | 103.74 | |||
| 2025-06-26 | NP | FigFX - 富达国际成长基金 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 | 196,200 | 6.40 | 107,529 | 4.99 | ||||
| 2025-08-06 | 13F | SNS 金融集团有限责任公司 | 670 | 0.75 | 377 | 3.30 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 194 | 57.72 | 10,902 | 61.71 | |||
| 2025-07-30 | 13F | Rnc资本管理有限公司 | 453 | 6.59 | 254 | 9.01 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Janus 专注增长投资组合 1 级 | 44,450 | 10.10 | 24,361 | 8.64 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 37,200 | 28.18 | 20,904 | 31.41 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 1,186 | 109.91 | 670 | 116.50 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 27,825 | 13.25 | 15,636 | 16.10 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 9,250 | 5 | ||||||
| 2025-06-20 | NP | SSPX - Janus Henderson 美国可持续股票 ETF | 594 | 8.39 | 326 | 6.91 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 1,064 | 4.93 | 598 | 7.57 | ||||
| 2025-07-11 | 13F | 比特币资本管理公司 | 25,401 | 2.04 | 14,255 | 4.46 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 1,117 | 17.33 | 1 | |||||
| 2025-07-07 | 13F | 惠理投资公司 | 5,694 | 6.17 | 3,194 | 8.60 | ||||
| 2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 68 | 37 | ||||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 1,885 | 26.94 | 1,059 | 30.26 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 2,111 | 4.25 | 1,236 | 5.91 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 208,777 | 1.90 | 117,320 | 4.47 | ||||
| 2025-08-28 | NP | BIGRX - 收入与增长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,657 | 18,351 | ||||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 6,118 | 6.12 | 3,438 | 8.77 | ||||
| 2025-07-15 | 13F | RVW 财富有限责任公司 | 918 | 0.44 | 516 | 2.79 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 6,893 | 8.91 | 3,873 | 11.65 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通纪律股票基金 II 类 | 56,103 | 2.25 | 31,527 | 4.83 | ||||
| 2025-08-14 | 13F | EHP基金公司 | Put | 105,500 | 59,285 | |||||
| 2025-07-24 | 13F | 阿克蒂姆公司 | 442,244 | 4.58 | 249 | 7.36 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 25,851 | 2.92 | 15 | 7.69 | ||||
| 2025-08-13 | 13F | 温斯洛资本管理有限公司 | 1,363,644 | 2.71 | 766,286 | 5.30 | ||||
| 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 | 110,922 | 15.44 | 64,956 | 17.30 | ||||
| 2025-08-26 | NP | LST——Leuthold 精选行业 ETF | 578 | 20.17 | 325 | 23.19 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 1,436,532 | 5.47 | 807,081 | 8.12 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 189 | 104 | ||||||
| 2025-08-12 | 13F | 加勒特财富咨询集团有限责任公司 | 1,171 | 41.94 | 658 | 45.58 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 455,876 | 12.73 | 256,175 | 15.57 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 1,455 | 3.19 | 818 | 5.83 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 国际成长投资组合 | 36,350 | 15.95 | 20,427 | 18.87 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 23,000 | 12,657 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 269,200 | 148,146 | |||||
| 2025-07-15 | 13F | 金融合作伙伴集团公司 | 403 | 0.25 | 226 | 2.73 | ||||
| 2025-08-13 | 13F | 河公园资本管理有限公司 | 2,866 | 7.42 | 1,611 | 10.12 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 6,585 | 15.06 | 3,609 | 19.78 | ||||
| 2025-07-23 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 5,444 | 10.90 | 3,188 | 12.69 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 421,100 | 231,740 | |||||
| 2025-07-07 | 13F | 巅峰财务顾问有限公司 | 794 | 446 | ||||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 10 | 6 | ||||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 6,155 | 5.67 | 3,459 | 8.36 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 7,110 | 4.24 | 4 | 0.00 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 430 | 72.00 | 242 | 75.91 | ||||
| 2025-07-17 | 13F | Elser 财务规划有限公司 | 469 | 261 | ||||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 43,234 | 1.52 | 24,295 | 4.08 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 368,495 | 1.81 | 207,072 | 4.37 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 15,591 | 7.71 | 8,859 | 18.29 | ||||
| 2025-08-05 | 13F | 珠穆朗玛峰管理公司 | 522 | 12.74 | 293 | 15.81 | ||||
| 2025-07-23 | 13F | Intergy 私人财富有限责任公司 | 397 | 223 | ||||||
| 2025-07-29 | 13F | 第一银行公司 /ME/ | 809 | 10.52 | 455 | 13.22 | ||||
| 2025-07-16 | 13F | 肯尼迪投资集团 | 10,757 | 0.34 | 6,045 | 2.86 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 59,835 | 20.45 | 34 | 22.22 | ||||
| 2025-07-08 | 13F | 博尔特伍德资本管理公司 | 2,488 | 12.89 | 1,398 | 15.73 | ||||
| 2025-08-14 | 13F | 博勒丹顿联合公司 | 4,746 | 8.38 | 2,667 | 11.08 | ||||
| 2025-08-04 | 13F | 惠伦财富管理公司 | 1,902 | 1,069 | ||||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 33,400 | 0.60 | 18,769 | 3.14 | ||||
| 2025-07-24 | 13F | M1资本管理有限责任公司 | 803 | 3.48 | 451 | 6.12 | ||||
| 2025-08-07 | 13F | Mirabaud资产管理有限公司 | 10,551 | 4.50 | 5,806 | 6.38 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 10,158 | 2.45 | 5,708 | 5.04 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 51,477 | 3.52 | 28,927 | 6.13 | ||||
| 2025-08-05 | 13F | 王朝财富管理有限责任公司 | 12,120 | 19.09 | 6,811 | 22.11 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON AB 相对价值投资组合 | 2,820 | 30.92 | 1,585 | 34.24 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,133 | 91.52 | 15,303 | 94.62 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 1,961 | 21.73 | 1,102 | 24.80 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 5,680 | 99.09 | 3,192 | 104.16 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 143,482 | 1.34 | 78,637 | -0.01 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 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 | 654,839 | 84.07 | 383,474 | 87.03 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 39,572 | 2.26 | 21,688 | 0.91 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 50,004 | 28,099 | ||||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 59,758 | 1,386.89 | 33,535 | 1,424.97 | ||||
| 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 | 288,651 | 18.81 | 162,205 | 21.81 | ||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 6,369 | 129.76 | 3,579 | 135.55 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 587,068 | 31.66 | 329,906 | 34.98 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 17,502 | 1.58 | 9,835 | 4.15 | ||||
| 2025-08-13 | 13F | 黑钻财富管理公司 | 943 | 6.92 | 532 | 6.19 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -34 | -19 | |||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 2,440 | 136.66 | 1,371 | 142.65 | ||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 765 | 12.17 | 430 | 15.01 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 2,848 | 5.64 | 1,600 | 8.33 | ||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 36,560 | 4.96 | 20,544 | 7.61 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 5,117 | 10.19 | 2,875 | 12.97 | ||||
| 2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 创新财富合作伙伴 | 502 | 13.57 | 282 | 16.53 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 3,979 | 1.76 | 2,236 | 4.29 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 8,795 | 3.80 | 4,942 | 6.42 | ||||
| 2025-08-11 | 13F | 兰哈姆·奥戴尔公司 | 362 | 203 | ||||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 6,137 | 0.21 | 3,449 | 2.74 | ||||
| 2025-07-31 | 13F | Tandem 投资顾问公司 | 203,424 | 15.74 | 114 | 18.75 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 132 | 43.48 | 74 | 48.00 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 80,300 | 48.43 | 45,124 | 52.17 | |||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 2,096 | 12.75 | 1,178 | 15.62 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 70,249 | 3.85 | 38,501 | 2.47 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 2,034 | 6.44 | 1,191 | 8.17 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 4,267 | 152.63 | 2,398 | 159.14 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 1,171 | 53.67 | 661 | 58.27 | ||||
| 2025-07-30 | NP | EGGQ-NestYield 远见ETF | 1,085 | 635 | ||||||
| 2025-07-21 | 13F | 协同财务管理有限责任公司 | 9,930 | 4.08 | 5,580 | 6.71 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 5,391 | 49.75 | 2,078 | 5.32 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 8,129 | 3.29 | 4,568 | 5.91 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 42,427 | 18.13 | 23,841 | 23.97 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 10,916 | 4.72 | 6,134 | 7.37 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 5,086 | 18.83 | 2,858 | 21.88 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,120,881 | 11.53 | 629,868 | 14.35 | ||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 5,359 | 3.82 | 3,011 | 6.43 | ||||
| 2025-08-28 | NP | BLOK - Amplify 转型数据共享 ETF | 16,510 | 4.92 | 9,278 | 7.56 | ||||
| 2025-08-22 | NP | FFIDX - 富达基金 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 | 233,600 | 14.06 | 131,269 | 16.94 | ||||
| 2025-08-07 | 13F | 斯科公司 | 13,316 | 28.57 | 7 | 40.00 | ||||
| 2025-08-08 | 13F | KBC 集团 | 342,058 | 64.02 | 192 | 68.42 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 703 | 165.28 | 412 | 170.39 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 48,813 | 0.70 | 27,430 | 3.24 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 15,700 | 5.37 | 8,822 | 8.03 | ||||
| 2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 8,613 | 60.06 | 5,044 | 62.62 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 16,560 | 17.92 | 9,306 | 20.89 | ||||
| 2025-08-28 | NP | RPXFX - RiverPark 大型增长基金零售类 | 2,192 | 8.03 | 1,232 | 10.70 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 3,805 | 0.74 | 2,138 | 3.33 | ||||
| 2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 234 | 0.43 | 128 | -0.78 | ||||
| 2025-08-05 | 13F | 北角财富管理有限公司 | 2,381 | 0.13 | 1,338 | 2.61 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 6,053 | 9.10 | 3,439 | 16.22 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 1,593,603 | 4.58 | 895,076 | 7.21 | ||||
| 2025-07-28 | NP | FDG - 美国世纪聚焦动态增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,397 | 14.52 | 13,116 | 16.36 | ||||
| 2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 4,350 | 127.27 | 2,384 | 124.27 | ||||
| 2025-06-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 216,729 | 4.67 | 118,780 | 3.28 | ||||
| 2025-07-22 | 13F | Rockingstone 顾问有限公司 | 4,881 | 2.39 | 2,743 | 4.98 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 1,924 | 56.81 | 1,081 | 60.86 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 1,681 | 103.51 | 945 | 108.85 | ||||
| 2025-07-10 | 13F | Strathmore 资本顾问公司 | 1,230 | 695 | ||||||
| 2025-08-07 | 13F | 布里奥顾问有限责任公司 | 450 | 5.88 | 253 | 8.62 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 40,803 | 3.83 | 22,929 | 6.45 | ||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 1,748 | 0.52 | 982 | 3.04 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 4,390 | 0.50 | 2,467 | 3.01 | ||||
| 2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 2,817 | 0.72 | 1,583 | 3.20 | ||||
| 2025-08-05 | 13F | Triglav 基金有限公司 | 45,783 | 5.59 | 25,725 | 8.26 | ||||
| 2025-08-07 | 13F | 商业银行 | 124,698 | 2.28 | 70,073 | 4.85 | ||||
| 2025-08-12 | 13F | 朗费罗投资管理有限公司 | 21 | 16.67 | 12 | 22.22 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 677,204 | 35.76 | 380,548 | 39.19 | ||||
| 2025-07-30 | 13F | 花岗岩港顾问公司 | 1,850 | 7.12 | 1,040 | 9.83 | ||||
| 2025-07-25 | NP | CRPT - First Trust SkyBridge 加密行业和数字经济 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 | 8,149 | 55.63 | 4,772 | 71.04 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 23,024,307 | 1.75 | 12,938,279 | 4.31 | ||||
| 2025-07-22 | 13F | 全球战略投资解决方案有限责任公司 | 485 | 0.21 | 273 | 2.64 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 1,786 | 0.06 | 1,004 | 2.56 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 1,176,300 | 3.72 | 661,010 | 6.34 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 3,328 | 4.85 | 1,870 | 11.18 | ||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 3,821 | 1.19 | 2,147 | 3.77 | ||||
| 2025-08-12 | 13F | 万国数据财富管理 | 1,179 | 0.60 | 663 | 3.12 | ||||
| 2025-08-07 | 13F | 源源AM有限责任公司 | 1,076 | 11.50 | 605 | 14.18 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 2,235 | 12.26 | 1,256 | 15.03 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 807 | 41.08 | 453 | 44.73 | ||||
| 2025-07-17 | 13F | 斯特林投资顾问有限公司 | 431 | 242 | ||||||
| 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 | 428 | 579.37 | 235 | 588.24 | ||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 4,730 | 5.37 | 2,658 | 8.01 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 8,456 | 0.25 | 4,752 | 2.77 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 7,813 | 2.18 | 4,391 | 4.77 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 16,361 | 456.69 | 5,248 | 249.57 | ||||
| 2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 1,822 | 0.83 | 1,024 | 3.33 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 3,500 | 84.21 | 1,967 | 88.86 | |||
| 2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 1,534 | 0.99 | 862 | 3.49 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 376,074 | 0.88 | 211,331 | 3.42 | ||||
| 2025-08-07 | 13F | 摩纳哥资产管理 SAM | Put | 20,000 | 11,239 | |||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 1,656 | 3.76 | 930 | 6.29 | ||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 483 | 0.42 | 271 | 3.04 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 69,559 | 0.97 | 39,596 | 4.86 | ||||
| 2025-07-18 | 13F | 中西部金融集团有限责任公司 | 1,365 | 0.07 | 767 | 2.68 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares 科技机会主动型 ETF | 792 | 60.65 | 434 | 58.97 | ||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 1,336 | 3.89 | 751 | 6.53 | ||||
| 2025-09-03 | 13F | 美国信托 | 10,170 | 3.10 | 5,715 | 5.70 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 40,600 | 4.44 | 23,775 | 6.12 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 2,888 | 11.85 | 1,623 | 14.70 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 168,581 | 1.13 | 92,393 | -0.21 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 246,114 | 2.92 | 138,301 | 5.51 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 352 | 4.76 | 198 | 7.07 | ||||
| 2025-07-25 | 13F | 联邦金融服务有限责任公司 | 1,192 | 4.93 | 670 | 7.72 | ||||
| 2025-07-21 | 13F | 惠兰金融 | 1,330 | 30.91 | 748 | 34.35 | ||||
| 2025-07-21 | 13F | DMKC 咨询服务有限公司 | 507 | 282 | ||||||
| 2025-06-25 | NP | PRITX - T. Rowe Price 国际股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 116,872 | 40.98 | 64,053 | 39.11 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 363,134 | 2.20 | 204,060 | 4.77 | ||||
| 2025-08-08 | 13F | 枫树资本管理公司 | 80,814 | 2.81 | 45,413 | 5.40 | ||||
| 2025-07-23 | NP | DBOAX - 纽约梅隆银行平衡机会基金 A 类 | 3,056 | 1,790 | ||||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 90 | 291.30 | 51 | 316.67 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 127 | 47.67 | 71 | 51.06 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 364 | 10.64 | 205 | 13.33 | ||||
| 2025-05-30 | NP | WBIF - WBI BullBear Value 3000 ETF | 181 | 99 | ||||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 1,979,762 | 276.47 | 1,112,405 | 285.93 | ||||
| 2025-07-01 | 13F | 私人客户服务有限公司 | 908 | 4.73 | 510 | 7.37 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 3,076,929 | 1.27 | 1,729,049 | 3.82 | ||||
| 2025-08-13 | 13F | 金融复仇者公司 | 21 | 5.00 | 12 | 0.00 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 8,549 | 96.94 | 4,804 | 101.93 | ||||
| 2025-08-06 | 13F | 吉纳斯资本管理公司 | 610 | 7.96 | 343 | 10.68 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 4,106 | 11.79 | 2,307 | 14.61 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 5,370 | 35.09 | 3,017 | 38.46 | ||||
| 2025-08-12 | 13F | 鲍伊资本管理有限公司 | Call | 29,100 | 16,352 | |||||
| 2025-08-12 | 13F | 鲍伊资本管理有限公司 | 186,697 | 2.65 | 104,913 | 5.24 | ||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 66,183 | 0.16 | 37,191 | 2.69 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类 | 15,731 | 7.01 | 8,840 | 9.71 | ||||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 33,248 | 39.60 | 18,222 | 37.75 | ||||
| 2025-07-21 | 13F | 丰盛财富顾问 | 455 | 2.94 | 0 | |||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 1,808 | 6.35 | 1,016 | 9.13 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 1,692 | 5.88 | 951 | 8.57 | ||||
| 2025-07-24 | 13F | 冯伯格财富管理集团有限责任公司 | 467 | 0.21 | 261 | 4.42 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 2,065 | 11.50 | 1,160 | 14.29 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 26,077,362 | 1.34 | 14,653,913 | 3.90 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 637 | 47.80 | 373 | 50.40 | ||||
| 2025-07-15 | 13F | 凯利金融集团有限公司 | 1,397 | 0.22 | 785 | 2.75 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 1,259,427 | 13.66 | 707,670 | 6.97 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 5,260 | 11.04 | 2,956 | 13.83 | ||||
| 2025-07-29 | 13F | 天鹅全球投资有限公司 | 596 | 21.88 | 335 | 24.63 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 88,300 | 114.32 | 49,619 | 119.73 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 2,057 | 64.43 | 1,127 | 62.39 | ||||
| 2025-07-23 | 13F | 西步顾问公司 | 453 | 3.42 | 255 | 5.83 | ||||
| 2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 2,791 | 0.25 | 1,569 | 2.89 | ||||
| 2025-08-12 | 13F | 标量仪表管理有限公司 | 14,000 | 7,867 | ||||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 1,116 | 47.04 | 627 | 50.72 | ||||
| 2025-08-15 | NP | BCHP - 本金聚焦蓝筹 ETF 本金聚焦蓝筹 ETF | 10,854 | 7.05 | 6,099 | 9.75 | ||||
| 2025-07-29 | 13F | BXM 财富有限责任公司 | 1,491 | 1.64 | 838 | 4.10 | ||||
| 2025-07-30 | 13F | TRB 顾问有限合伙人 | 10,000 | 5,619 | ||||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 1,337 | 0.53 | 752 | 3.30 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 18,815 | 24.69 | 11 | 25.00 | ||||
| 2025-07-25 | 13F | 阿波罗金融有限责任公司 | 789 | 0.64 | 443 | 3.26 | ||||
| 2025-07-30 | 13F | 昌盛金融集团有限公司 | 1,734 | 17.32 | 974 | 20.40 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 5,859 | 3.75 | 3,330 | 7.56 | ||||
| 2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 3,968 | 13.44 | 2,230 | 16.28 | ||||
| 2025-08-01 | 13F | 莫特科 | 526 | 2.33 | 298 | 5.69 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 16,200,349 | 0.51 | 9,103,626 | 3.04 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 12,510 | 2.67 | 7,030 | 5.26 | ||||
| 2025-04-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 367 | 233.64 | 212 | 263.79 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 29 | 107.14 | 16 | 128.57 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 22,500 | 1.35 | 12,644 | 3.90 | |||
| 2025-07-29 | NP | DREQX - 纽约梅隆银行研究增长基金，Inc. Z 类 | 57,779 | 33,835 | ||||||
| 2025-07-10 | 13F | 西太平洋财富管理有限合伙人 | 1,041 | 6.33 | 585 | 9.14 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 2,438 | 6.65 | 1,370 | 9.34 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 1,850 | 5.53 | 1,040 | 8.23 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 102,400 | 57,543 | |||||
| 2025-07-24 | 13F | 贝-道格拉斯有限责任公司 | 12,412 | 40.25 | 6,975 | 43.79 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 43,247 | 391.44 | 24,302 | 403.88 | ||||
| 2025-08-26 | NP | TLGWX - 成长与收入基金 | 8,356 | 26.09 | 4,696 | 29.27 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 60,100 | 33,773 | |||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 143,358 | 15.34 | 80,559 | 23.21 | ||||
| 2025-08-07 | 13F | 毕马威资本有限责任公司 | 8,167 | 2.95 | 4,589 | 5.54 | ||||
| 2025-07-17 | 13F | 斯巴达计划与财富管理 | 1,626 | 6.48 | 914 | 9.21 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 339 | 5.61 | 191 | 8.57 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 9,132 | 15.61 | 5,131 | 18.53 | ||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 8,361 | 11.38 | 4,582 | 9.91 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 649 | 1.25 | 365 | 3.70 | ||||
| 2025-08-11 | 13F | 赛普拉斯咨询集团有限责任公司 | 2,775 | 27.41 | 1,559 | 30.68 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 | 346,144 | 109.35 | 194,512 | 114.63 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 62,146 | 0.24 | 36,393 | 1.85 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,497 | 16.58 | 12,330 | 15.03 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 7,835 | 77.54 | 4,588 | 80.42 | ||||
| 2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 4,849 | 50.54 | 2,725 | 54.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 26,478 | 121.06 | 14,879 | 126.64 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 4,976 | 3.86 | 2,797 | 6.47 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 12,681 | 6.81 | 7,126 | 9.51 | ||||
| 2025-08-27 | NP | ARTTX - Artisan 主题基金投资者股份 | 104,740 | 58,858 | ||||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 467,387 | 15.00 | 262,643 | 17.90 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 34,400 | 13.37 | 19,331 | 16.23 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/奥本海默全球增长基金 (a) | 18,191 | 134.69 | 10,222 | 140.63 | ||||
| 2025-07-17 | 13F | 贝内特·塞尔比投资有限责任公司 | 19,865 | 4.11 | 11,163 | 6.73 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 29,562 | 0.28 | 16,612 | 2.82 | ||||
| 2025-07-29 | 13F | 银橡财富管理有限责任公司 | 698 | 71.50 | 392 | 75.78 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 8,757 | 4,921 | ||||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 6,372,404 | 25.63 | 3,580,909 | 28.80 | ||||
| 2025-07-28 | 13F | Keeler & Nadler 财务规划与财富管理 | 370 | 208 | ||||||
| 2025-08-26 | NP | Bitwise 基金信托 - Bitwise Web3 ETF | 101 | 8.60 | 57 | 12.00 | ||||
| 2025-08-13 | 13F | WCG 财富顾问有限责任公司 | 14,067 | 9.62 | 7,905 | 12.38 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 558 | 25.11 | 314 | 28.28 | ||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 17,158 | 2.91 | 9,642 | 5.50 | ||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 4,879 | 0.62 | 2,742 | 3.16 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 4,810 | 4.95 | 2,703 | 7.56 | ||||
| 2025-07-29 | 13F | Crux 财富顾问 | 2,353 | 21.73 | 1,322 | 24.83 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 1,033,033 | 39.14 | 566,226 | 44.83 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,479 | 3.72 | 811 | 2.27 | ||||
| 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 | 1,220 | 56.81 | 714 | 59.38 | ||||
| 2025-07-21 | 13F | DHJJ财务顾问有限公司 | 827 | 21.44 | 465 | 24.40 | ||||
| 2025-05-27 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 178 | 0.56 | 98 | 4.30 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 7,072 | 5.98 | 3,974 | 8.67 | ||||
| 2025-07-24 | NP | FDFF - 富达颠覆性金融 ETF | 5,928 | 23.04 | 3,471 | 25.04 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 743 | 3.48 | 418 | 6.11 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 9,373 | 5 | ||||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 364 | 22.56 | 204 | 25.93 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 853 | 6.89 | 479 | 9.61 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -8,492 | -82.15 | -4,772 | -81.70 | |||
| 2025-08-26 | NP | JPEF - 摩根大通股票焦点 ETF | 67,488 | 1.77 | 37,924 | 4.34 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 864,646 | 14.44 | 485,879 | 17.33 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 368 | 0.82 | 207 | 3.00 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 515,906 | 0.70 | 289,908 | 3.24 | ||||
| 2025-07-18 | 13F | 精准财富策略有限责任公司 | 820 | 461 | ||||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 627 | 0 | ||||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 12,301 | 1.11 | 6,912 | 3.66 | ||||
| 2025-08-14 | 13F | Meridiem资本合伙公司 | 65,464 | 36,787 | ||||||
| 2025-06-26 | NP | FWOZX - 富达女性领导力基金 富达顾问女性领导力基金：Z 级 | 3,494 | 7.81 | 1,915 | 6.33 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,969 | 11.37 | 1,153 | 13.26 | ||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 19,992 | 206.91 | 11,234 | 214.68 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 171,877 | 96,585 | ||||||
| 2025-08-13 | 13F | 莱斯利全球财富有限责任公司 | 672 | 3.38 | 378 | 5.90 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 4,100 | 925.00 | 2,304 | 951.60 | |||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 2,500 | 56.25 | 1,405 | 60.27 | |||
| 2025-07-30 | NP | EQTIX - 谢尔顿核心价值基金直接股票 | 16,300 | 5.84 | 9,545 | 7.55 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 117,738 | 19.87 | 66,165 | 22.90 | ||||
| 2025-07-18 | 13F | 奥洛克公司 | 407 | 1.75 | 228 | 4.11 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 582,772 | 2.14 | 327,483 | 4.71 | ||||
| 2025-07-30 | NP | FILFX - 战略顾问国际基金 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 | 22,078 | 612.42 | 12,929 | 624.26 | ||||
| 2025-08-25 | 13F | 山顶合伙人有限责任公司 | 4,724 | 14.02 | 2,655 | 16.92 | ||||
| 2025-06-26 | NP | FTCEX - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund：C 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,276 | 36.83 | 2,344 | 35.04 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 36,651 | 0.48 | 20,596 | 3.01 | ||||
| 2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 695 | 0.87 | 390 | 3.45 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 9,581 | 147.51 | 5,384 | 153.84 | ||||
| 2025-07-16 | 13F | 传奇财务顾问公司 | 100 | 56 | ||||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 1,276 | 11.34 | 717 | 14.17 | ||||
| 2025-07-23 | 13F | 公平信托公司 | 37,541 | 0.70 | 21,096 | 3.24 | ||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 6,631 | 76.78 | 3,726 | 81.23 | ||||
| 2025-08-07 | 13F | 全球财富管理投资咨询公司 | 667 | 45.95 | 375 | 49.60 | ||||
| 2025-07-28 | 13F | 塔特尔战术管理有限责任公司 | 1,170 | 14.71 | 657 | 17.53 | ||||
| 2025-04-29 | 13F | 佩森公司 | 247,060 | 0.38 | 135,418 | 4.49 | ||||
| 2025-08-12 | 13F | 里士满投资服务有限公司 | 554 | 312 | ||||||
| 2025-07-29 | 13F | 哈钦森第一国民银行 | 2,584 | 0.82 | 1,452 | 3.42 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 961,051 | 60.64 | 540,053 | 64.69 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 82,264 | 0.74 | 46,227 | 3.28 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 53,940 | 7.79 | 30,293 | 10.45 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 25,168 | 0.08 | 13,794 | -1.25 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 793 | 13.12 | 446 | 15.89 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 152,058 | 13.22 | 85,447 | 16.07 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 2,258 | 28.44 | 1,269 | 31.78 | ||||
| 2025-05-13 | 13F | 沃茨·格威廉有限公司 | 917 | 22.27 | 503 | 31.07 | ||||
| 2025-07-07 | 13F | 公园边缘顾问有限责任公司 | 679 | 12.42 | 382 | 15.11 | ||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 9,353 | 12.54 | 5,256 | 15.37 | ||||
| 2025-07-29 | 13F | 山资本投资顾问公司 | 513 | 25.43 | 290 | 31.96 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 50,599 | 16.24 | 28,614 | 20.12 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 91,099 | 0.61 | 51,192 | 3.15 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 28,800 | 11.63 | 16,865 | 13.43 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 110,276 | 0.03 | 62 | 1.67 | ||||
| 2025-07-21 | 13F | 阿特沃特马利克有限责任公司 | 2,074 | 2.27 | 1,165 | 4.86 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大型成长股票基金 | 15,105 | 1.68 | 8,488 | 4.25 | ||||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 141 | 22.61 | 79 | 25.40 | ||||
| 2025-08-05 | 13F | Palogic 价值管理有限合伙人 | 549 | 6.19 | 309 | 8.83 | ||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 361 | 203 | ||||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 3,243 | 11.21 | 1,822 | 14.02 | ||||
| 2025-08-25 | NP | LRGG - 麦格理重点大型成长型 ETF | 12,971 | 236.65 | 7,289 | 245.24 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 150,149 | 3.80 | 84 | 6.33 | ||||
| 2025-07-25 | 13F | 阿尔法金融合作伙伴有限责任公司 | 416 | 2.97 | 234 | 5.43 | ||||
| 2025-08-14 | 13F | 卡迪夫公园顾问有限公司 | 1,310 | 0.08 | 736 | 2.65 | ||||
| 2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,432,804 | 10.05 | 785,263 | 8.59 | ||||
| 2025-07-18 | 13F | NRI 财富管理 LC | 4,806 | 2.43 | 2,701 | 5.02 | ||||
| 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 | 43 | 24 | ||||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 225 | 22,400.00 | 126 | 6.78 | ||||
| 2025-07-22 | 13F | 希尔岛金融有限公司 | 507 | 285 | ||||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 3,851 | 0.79 | 2,164 | 3.34 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 81 | 44 | ||||||
| 2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 83,690 | 543.27 | 47,029 | 559.49 | ||||
| 2025-06-25 | NP | TMSRX - T. Rowe Price 多策略总回报基金 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 | 1,230 | 29.88 | 674 | 57.85 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 61,381 | 39.20 | 33,779 | 41.70 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 2,940 | 1.38 | 1,652 | 3.90 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 1,443 | 13.53 | 811 | 16.38 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 1,660 | 1.72 | 933 | 4.25 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 390,500 | 82.05 | 219,438 | 86.64 | |||
| 2025-08-12 | 13F | 17 资本合伙公司 | 1,952 | 8.63 | 1,097 | 11.38 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 454,800 | 54.01 | 255,570 | 57.90 | |||
| 2025-08-05 | 13F | 整体金融合作伙伴 | 560 | 4.67 | 314 | 7.17 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 328 | 5.47 | 186 | 12.80 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 347,711 | 448.39 | 195,393 | 462.21 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 1,057 | 4.45 | 1 | |||||
| 2025-08-12 | 13F | JMG金融集团有限公司 | 1,019 | 0.10 | 572 | 2.51 | ||||
| 2025-08-13 | 13F | 挪威银行 | 11,968,034 | 6,725,317 | ||||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 9,237 | 3.14 | 5,191 | 12.02 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 7,029 | 4.35 | 3,950 | 6.99 | ||||
| 2025-07-25 | NP | BWTG - 布伦丹·伍德 TopGun ETF | 1,070 | 10.31 | 627 | 11.99 | ||||
| 2025-08-22 | NP | 可变保险产品基金 IV - 金融服务投资组合初始类别 | 54,200 | 11.29 | 30,457 | 14.10 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 15,976 | 1.30 | 8,977 | 3.85 | ||||
| 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 | 412,078 | 0.46 | 231,563 | 2.99 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 603 | 1.01 | 330 | -0.30 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 7,427 | 62.98 | 4,174 | 67.05 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 115,911 | 2.80 | 65,135 | 5.40 | ||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 6,223 | 137.70 | 3,644 | 141.64 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 5,171 | 99.73 | 2,814 | 98.31 |
