机构和基金投资人持股 - 买家
在万豪国际集团中开设新头寸的主要持有者包括 德克萨斯州金斯顿资本合伙有限公司, VDIGX - 先锋股息增长基金投资者股票, JACFX - 约翰汉考克中型成长基金类别资产净值, 源水资本有限公司, TWCIX - 选择基金投资者类别, Brighthouse Funds Trust II - Brighthouse/Wellington 核心股权投资组合 A 类, SUNAMERICA SERIES TRUST - SA 惠灵顿资本增值投资组合 3 级, 康帕斯资本管理公司, 吉尔森资本有限合伙人, JAEVX - 中型股票信托资产净值, 大西洋联合银行股份公司, 萨斯奎哈纳投资组合策略有限责任公司, HSTAX - 哈特福德股票 Hls 基金 Ia, PDP - Invesco DWA 动量 ETF, Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类, HGOAX - 哈特福德成长机会基金 A 类, 莫尔投资管理有限公司, Glenmede投资管理有限公司, 瑞穗证券美国有限公司, 和 EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 .
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 | 13F | 我们是一七有限责任公司 | 4,704 | 0.58 | 1,285 | 15.35 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 6,792 | 5.73 | 1,856 | 21.24 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 17 | 41.67 | 5 | 33.33 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 9,982 | 22.79 | 2,730 | 41.69 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 24,650 | 3.86 | 6,735 | 19.12 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 4,970 | 29.97 | 1,358 | 49.12 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 215,495 | 0.24 | 58,875 | 14.97 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 851 | 0 | ||||||
| 2025-08-14 | 13F | 土地与建筑物投资管理有限责任公司 | 103,505 | 13.52 | 28,279 | 30.20 | ||||
| 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 | 306,153 | 3.99 | 83,644 | 19.28 | ||||
| 2025-07-09 | 13F | 林肯资本公司 | 882 | 241 | ||||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 64 | 204.76 | 17 | 240.00 | ||||
| 2025-07-17 | 13F | 西方金融公司/CA | 4,453 | 2.25 | 1,216 | 17.26 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,399 | 14.77 | 369 | 8.21 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 1,276 | 0.08 | 349 | 14.85 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 931 | 254 | ||||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 1,622 | 2.53 | 443 | 17.82 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 152 | 10.14 | 42 | 28.13 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,138 | 13.80 | 3,466 | 7.07 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,431 | 69.13 | 5,590 | 38.88 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 1,703 | 1.67 | 465 | 16.54 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 93,766 | 2.91 | 25,618 | 18.04 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | 5,700 | 1,557 | ||||||
| 2025-07-23 | NP | CFMSX - 中盘精选基金栏 | 18,545 | 74.41 | 4,893 | 99.02 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 9,564 | 7.65 | 3 | 0.00 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 3,604 | 16.71 | 951 | 9.70 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 16,043 | 4,383 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,006 | 7.16 | 479 | -11.97 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 658 | 57.04 | 174 | 47.86 | ||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 16,680 | 71.99 | 4,557 | 97.27 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 29 | 141.67 | 8 | 250.00 | ||||
| 2025-07-22 | NP | DRAFX - 目的地实物资产基金 I 类 | 738 | 195 | ||||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 8,088 | 0.46 | 2,210 | 15.23 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 150 | 41 | ||||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 114 | 2,750.00 | 31 | |||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,293 | 7.48 | 353 | 23.43 | ||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 63,912 | 17,462 | ||||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -414 | -11.16 | -113 | 1.80 | |||
| 2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 19,130 | 1.95 | 5,227 | 16.94 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 25,300 | 1.20 | 6,912 | 16.07 | |||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 62,367 | 4.43 | 14,880 | -14.26 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 房地产基金 I 级 | 16,754 | 14.97 | 4,577 | 31.86 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 252 | 69 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 5,397 | 2.08 | 1,475 | 17.08 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 9 | 2 | ||||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 382 | 38.91 | 104 | 60.00 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 639 | 1.59 | 175 | 16.78 | ||||
| 2025-06-30 | NP | IAUTX - 景顺股息收益基金 A 类 | 220,037 | 66.38 | 52,496 | 36.60 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,633 | 8.22 | 446 | 6.19 | ||||
| 2025-08-27 | 13F | 巴恩斯财富管理集团 | 737 | 201 | ||||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 990 | 3.99 | 270 | 19.47 | ||||
| 2025-08-27 | NP | LOGO - Alpha Brands(TM) 消费领袖 ETF | 659 | 180 | ||||||
| 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 | 14,135 | 16.23 | 3,862 | 33.32 | ||||
| 2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | Short | -2,020 | 1.51 | -482 | -6.96 | |||
| 2025-07-10 | 13F | 三角证券财富管理 | 2,325 | 2.88 | 635 | 18.03 | ||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 748 | 206 | ||||||
| 2025-08-15 | 13F | 公平控股公司 | 4,555 | 74.05 | 1,244 | 99.68 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 862 | 236 | ||||||
| 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 | 14,601 | 2.26 | 3,484 | -16.05 | ||||
| 2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 1,047 | 1.65 | 286 | 16.33 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 3,494 | 17.33 | 922 | 10.30 | ||||
| 2025-07-29 | 13F | 约菲投资管理有限公司 | 740 | 202 | ||||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 1,018 | 1.19 | 278 | 16.32 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 1,655 | 452 | ||||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 128 | 18.52 | 35 | 36.00 | ||||
| 2025-06-27 | NP | RCGE-RockCreek全球平等ETF | 1,467 | 350 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 1,800 | 492 | |||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 400 | 109 | |||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 15,855 | 4.87 | 4,607 | 34.08 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 1,069 | 10.09 | 292 | 26.41 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 317,600 | 188.43 | 86,771 | 230.82 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 1,969 | 23.45 | 538 | 41.69 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 9,221 | 11.22 | 2,433 | 4.60 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 488,448 | 3.64 | 133,449 | 18.87 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 2,001 | 63.08 | 547 | 86.99 | ||||
| 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 | 2,910,298 | 11.25 | 767,824 | 4.66 | ||||
| 2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 5,560 | 3.25 | 1,519 | 18.49 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息收入基金 | 42,903 | 20.65 | 10,236 | -0.95 | ||||
| 2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 2,368 | 64.67 | 647 | 88.89 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 43,748 | 3.38 | 11,953 | 18.57 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 351 | 281.52 | 96 | 352.38 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 31,921 | 10.28 | 8,715 | 26.16 | ||||
| 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 | 348,613 | 6.34 | 91,975 | 0.04 | ||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 176 | 0.57 | 48 | -4.08 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 1,983 | 0.15 | 542 | 14.86 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,404 | 4.23 | 384 | 19.69 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 991 | 1.64 | 0 | |||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 870 | 1.87 | 273 | 14.71 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 124 | 34 | ||||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 865 | 236 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 9,100 | 2,486 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 7,500 | 2,049 | |||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 4,296 | 0.16 | 1,023 | -14.46 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 46,600 | 0.43 | 12,732 | 15.19 | ||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | 2,000 | 546 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 14 | 40.00 | 4 | 50.00 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 5,299 | 2.26 | 1,448 | 17.34 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 1,861 | 1.64 | 509 | 16.51 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 1,686 | 3.82 | 447 | 14.65 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 100 | 1.01 | 27 | 17.39 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 3,253 | 101.18 | 889 | 96.90 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 4,513 | 1,233 | ||||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 45,547 | 8.76 | 12,755 | 27.86 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 5,770 | 7.31 | 1,576 | 23.13 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 85 | 672.73 | 23 | 1,050.00 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 226 | 169.05 | 60 | 156.52 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 6,672 | 2.82 | 1,823 | 17.93 | ||||
| 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 | 27,923 | 6.45 | 7,367 | 0.14 | ||||
| 2025-03-25 | NP | PJDAX - PGIM JENNISON 上升股息基金 A 类 | 2,255 | 0.04 | 655 | 11.77 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 111,962 | 13.31 | 30,589 | 29.96 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 4,463 | 71.00 | 1,219 | 96.30 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,238 | 33.26 | 338 | 52.94 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 1,548 | 1.11 | 423 | 15.93 | ||||
| 2025-07-16 | 13F | 百利宫资本管理有限公司 | 1,540 | 0.06 | 421 | 14.75 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 2,446 | 1.33 | 584 | -16.83 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -5,946 | 373.78 | -1,625 | 444.97 | |||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 20,265 | 3.79 | 5,538 | 19.05 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 69,125 | 57.68 | 18,886 | 80.86 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 21,549 | 11.53 | 5,133 | -4.77 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 5,054 | 1,381 | ||||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 19,850 | 0.64 | 5,423 | 15.43 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 5,223,539 | 2.01 | 1,420,308 | 16.87 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 34,285 | 0.76 | 9,367 | 15.57 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 256 | 70 | ||||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 88,167 | 25.61 | 24,088 | 44.08 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 74 | 20 | ||||||
| 2025-07-25 | NP | IWTR - iShares MSCI 水资源管理多部门 ETF | 1,430 | 34.02 | 377 | 26.09 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,557,293 | 2.80 | 425,468 | 17.91 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/Wellington 核心股权投资组合 A 类 | 71,050 | 19,412 | ||||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 1,142 | 0.18 | 312 | 15.13 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 1,801 | 504 | ||||||
| 2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 955 | 24.19 | 261 | 42.08 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -59,257 | -16,190 | |||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 2,160 | 103.20 | 590 | 133.20 | ||||
| 2025-08-07 | 13F/A | 工商信用 | 2,546 | 1,718.57 | 696 | 2,006.06 | ||||
| 2025-08-07 | 13F/A | 工商信用 | Put | 7,200 | 3,500.00 | 1,967 | 4,085.11 | |||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 24,704 | 6,749 | ||||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 34,414 | 5.45 | 9,402 | 20.96 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 4,278 | 18.97 | 1,169 | 36.45 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 3,005 | 0.50 | 821 | 8.90 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 1,911 | 1 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 198,293 | 2.69 | 47,309 | -15.69 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 4,394 | 2.86 | 1,201 | 17.99 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | Put | 3,000 | 820 | |||||
| 2025-07-25 | NP | RPMMX - Reinhart 中型 PMV 基金投资者类别 | 4,680 | 1,235 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 6,362 | 3.06 | 1,738 | 18.23 | ||||
| 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 | 15,732 | 5.29 | 3,753 | -13.55 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 9,569 | 40.16 | 2,614 | 60.76 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 67,098 | 0.07 | 18,257 | 16.16 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,871 | 23.91 | 446 | 1.83 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 49 | 13 | ||||||
| 2025-04-28 | NP | NBRIX - Neuberger Berman 房地产基金机构级 | 80,661 | 47.35 | 22,621 | 42.94 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 72,936 | 9.55 | 17,401 | -10.05 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 25,311 | 0.15 | 6,915 | 14.87 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 278 | 76 | ||||||
| 2025-07-16 | 13F | 第一美国银行 | 52,543 | 0.03 | 14,355 | 14.74 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 1,492 | 408 | ||||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 1,293 | 3.52 | 360 | 23.37 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 3,057 | 3.56 | 835 | 18.78 | ||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65,205 | 1.38 | 17,203 | -4.63 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 945 | 11.05 | 258 | 27.72 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,460 | 2.13 | 913 | 12.87 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,766 | 8.34 | 756 | 24.18 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 3,739 | 221.77 | 1,022 | 269.93 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 31,636 | 8,643 | ||||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 138,415 | 2.24 | 37,816 | 17.27 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 2,873 | 0.21 | 785 | 14.96 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 746 | 204 | ||||||
| 2025-08-08 | 13F | 创意策划 | 117,229 | 25.91 | 32,028 | 44.42 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,376 | 1.40 | 376 | 16.41 | ||||
| 2025-08-15 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 5,484 | 1,498 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 708,538 | 6.35 | 193,580 | 21.98 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 268 | 197.78 | 73 | 247.62 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 9,987 | 7.53 | 2,729 | 5.33 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 2,476 | 7.00 | 676 | 22.69 | ||||
| 2025-07-25 | 13F | 指数基金顾问公司 | 2,436 | 666 | ||||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 854 | 3.14 | 233 | 15.42 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,144 | 4.76 | 273 | -14.20 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 5,171 | 1,471 | ||||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,614 | 0.58 | 953 | -5.36 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,262 | 1.52 | 1,733 | -16.65 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 0 | 0 | ||||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 3,543 | 14.73 | 968 | 31.56 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 118 | 16.83 | 32 | 33.33 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 4,801 | 1,312 | ||||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 5,523 | 7.60 | 1,318 | -11.67 | ||||
| 2025-07-09 | 13F | 莱因哈特合伙公司 | 14,310 | 3,910 | ||||||
| 2025-07-18 | 13F | RKL财富管理有限责任公司 | 1,717 | 0.06 | 469 | 14.95 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 121 | 3.42 | 33 | 18.52 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 休闲基金可变年金 | 440 | 5.01 | 120 | 21.21 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 72 | 22.03 | 20 | 35.71 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 18,937 | 9.33 | 5,174 | 25.41 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 2,724 | 15.57 | 649 | -1.37 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 2,370 | 648 | ||||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 295 | 81 | ||||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 5,854 | 35.17 | 1,599 | 55.09 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 224 | 59 | ||||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 269 | 73 | ||||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 3,986 | 17.96 | 1,089 | 35.45 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 4,686 | 0.62 | 1,280 | 15.42 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 1,907 | 22.17 | 521 | 19.54 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 651,800 | 44.97 | 178,078 | 66.28 | |||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 12,655 | 6.74 | 3,457 | 22.24 | ||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 1,032 | 0.29 | 282 | 15.10 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 496,449 | 239.79 | 135,635 | 289.73 | ||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 1,179 | 322 | ||||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 18,611 | 1.32 | 5,085 | 16.21 | ||||
| 2025-08-14 | 13F | 卡玛达财务顾问有限责任公司 | 3,089 | 844 | ||||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 19,088 | 2.39 | 5,215 | 17.45 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 69,518 | 25.48 | 18,993 | 43.93 | ||||
| 2025-06-26 | NP | IEDI - iShares Evolved 美国全权委托支出 ETF | 1,597 | 8.34 | 381 | -10.98 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 734 | 201 | ||||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 71,319 | 1.49 | 19 | 18.75 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 6,452,350 | 1.48 | 1,762,847 | 16.39 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 80,548 | 6.47 | 22,007 | 22.12 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 10,921 | 0.20 | 2,984 | 14.20 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 8,194 | 12.34 | 2,162 | 5.67 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘混合投资组合 | 7,422 | 7.83 | 2,028 | 23.67 | ||||
| 2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 34,871 | 13.50 | 9,527 | 30.20 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 18,531 | 4.89 | 5,063 | 20.29 | ||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 5,652 | 0.02 | 1,544 | 14.71 | ||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 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 | 29,054 | 6,932 | ||||||
| 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 | 111,296 | 0.21 | 30,407 | 14.94 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 283 | 80.25 | 77 | 108.11 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 25,010 | 16.48 | 5,967 | -4.38 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 107,000 | 20.22 | 29,233 | 37.90 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 131,500 | 3.87 | 35,927 | 19.14 | |||
| 2025-08-19 | 13F | 怀俄明州 | 82 | 22 | ||||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 576,892 | 11.13 | 137,635 | -8.76 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 1,283 | 351 | ||||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 2,876 | 94.59 | 786 | 123.01 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2,147 | 6.60 | 587 | 22.34 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -154 | -42 | |||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 7,753 | 154,960.00 | 2,118 | 211,700.00 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 216,102 | 1.08 | 59,041 | 15.93 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 32,624 | 162.53 | 7,783 | 115.54 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 12,676 | 4.42 | 3,463 | 19.75 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 41,068 | 4.54 | 11 | 22.22 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 285 | 10.47 | 78 | 26.23 | ||||
| 2025-06-26 | NP | FDGFX - 富达股息增长基金 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 | 38,800 | 31.08 | 9,257 | 96.89 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 3,566 | 18.95 | 974 | 36.41 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 135 | 0.75 | 37 | 0.00 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,488 | 5.31 | 407 | 20.83 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 118,044 | 13.15 | 32,251 | 29.78 | ||||
| 2025-06-27 | NP | CPLSX - Calamos Phineus 多头/空头基金 A 类 | 102,500 | 43.36 | 24,454 | 17.70 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 3,086 | 2.46 | 843 | -0.12 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 18,460 | 4.55 | 5,043 | 19.93 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 570,345 | 0.85 | 155,824 | 15.67 | ||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 3,230 | 16.90 | 882 | 34.04 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 16,699 | 26.12 | 4,562 | 44.64 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 35,610 | 1.61 | 8,288 | 7.25 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类 | 28,877 | 7,889 | ||||||
| 2025-07-07 | 13F | 西联银行 | 18,930 | 2.27 | 5,172 | 17.28 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 2 | 1 | ||||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 6,236 | 3.93 | 1,645 | -2.20 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 2,344 | 16.44 | 618 | 9.57 | ||||
| 2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 807 | 220 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/景顺全球房地产基金 (a) | 31,210 | 44.45 | 8,527 | 65.68 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 593,901 | 2.84 | 162,260 | 17.96 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 258 | 0.39 | 70 | 14.75 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 4,308 | 84.10 | 1,177 | 111.13 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 29,415 | 79.49 | 8,036 | 105.89 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 928,909 | 26.72 | 253,787 | 45.34 | ||||
| 2025-08-27 | NP | RYLIX - 休闲基金投资者类别 | 878 | 29.31 | 240 | 48.45 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 964 | 263 | ||||||
| 2025-08-29 | NP | JACFX - 约翰汉考克中型成长基金类别资产净值 | 104,360 | 28,512 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 15,562 | 4,252 | ||||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 7,920 | 11.31 | 2,164 | 27.69 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 9,467,785 | 26.90 | 2,586,694 | 45.55 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,001 | 0.70 | 273 | 15.68 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 11,444 | 4.18 | 3,019 | -1.98 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,232 | 0.33 | 337 | 15.07 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型价值投资组合 I 类 | 7,539 | 36.92 | 2,060 | 54.70 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 813 | 222 | ||||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -113 | -114.97 | ||||||
| 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 | 104,563 | 0.59 | 24,947 | -17.42 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 128,692 | 0.26 | 35,160 | 14.99 | ||||
| 2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 3,521 | 0.06 | 962 | 14.68 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 99,768 | 1.68 | 27,258 | 16.62 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 34,514 | 1.37 | 9,430 | 16.26 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 549 | 150 | ||||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 508,942 | 4.05 | 139,045 | 19.95 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 8 | 2 | ||||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 5,567 | 0.74 | 1,521 | 15.50 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 48,750 | 4.72 | 13,319 | 20.11 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 10,579 | 1.19 | 2,890 | 16.06 | ||||
| 2025-08-01 | 13F | 马克尔公司 | 60,250 | 15.87 | 16,461 | 32.89 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 118 | 16.83 | 32 | 33.33 | ||||
| 2025-06-27 | NP | TWCIX - 选择基金投资者类别 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 | 79,800 | 19,039 | ||||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 45,975 | 78.65 | 12,561 | 101.90 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 12,502 | 24.15 | 3,416 | 42.41 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 5 | 1 | ||||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 5 | 1 | ||||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 9,412 | 3.02 | 2,246 | -15.41 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 11,064 | 3.16 | 3,023 | 18.32 | ||||
| 2025-03-26 | NP | CRCRX - MainStay CBRE 房地产基金 C 级 | 12,054 | 69.01 | 3,503 | 116.04 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 351 | 19.39 | 96 | 35.71 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 41 | 11 | ||||||
| 2025-05-30 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 4,394 | 17.05 | 1,200 | 34.23 | ||||
| 2025-08-14 | 13F | 阿尔肯资本管理有限公司 | Call | 1,200,000 | 0.11 | 327,852 | 14.82 | |||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 1,929 | 47.82 | 527 | 70.00 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 345,091 | 9.21 | 94 | 25.33 | ||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 15,461 | 2.60 | 4,224 | 17.69 | ||||
| 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 | 17,906 | 1.64 | 4,724 | -4.37 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 8,892 | 0.61 | 2,429 | 15.39 | ||||
| 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 | 32,289 | 15.73 | 8,519 | 8.87 | ||||
| 2025-08-25 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 122,410 | 13.13 | 33,444 | 29.76 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 2,174 | 0.23 | 594 | 14.92 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 19,700 | 12.57 | 5,382 | 29.13 | |||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 716 | 154.80 | 189 | 141.03 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 44,777 | 46.69 | 12,234 | 68.27 | ||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 2,134 | 583 | ||||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 4,744 | 1.39 | 1,296 | 16.34 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 17,400 | 50.00 | 4,754 | 72.02 | |||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 753 | 206 | ||||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,803 | 3.92 | 493 | 19.13 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 2,117 | 8.01 | 578 | 24.03 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 5,474 | 1,496 | ||||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 12,301 | 201.42 | 3,361 | 245.68 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 3,265 | 1.81 | 892 | 16.91 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 8,802 | 1,183.09 | 2,405 | 1,374.85 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 106,331 | 2.59 | 29 | 20.83 | ||||
| 2025-06-27 | NP | PEZ - Invesco DWA 周期性消费品动量 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 | 5,871 | 1,401 | ||||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 702 | 3.85 | 192 | 18.63 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 4,627 | 1.74 | 1 | 0.00 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 13,679 | 1.77 | 3,737 | 16.74 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 124 | 8.77 | 30 | -6.45 | ||||
| 2025-03-27 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 88 | 2.33 | 26 | 13.64 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 2,242 | 613 | ||||||
| 2025-07-25 | 13F | M3 咨询集团有限责任公司 | 809 | 221 | ||||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 16,166 | 6.17 | 4,265 | -0.12 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 4,095 | 43.84 | 1,119 | 64.90 | ||||
| 2025-08-01 | 13F | 第一太平洋顾问有限合伙人 | 450,714 | 1.27 | 123,140 | 16.15 | ||||
| 2025-08-14 | 13F | 格拉尼与金有限责任公司 | 296 | 0.34 | 81 | 14.29 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -99 | -27 | |||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 3,254 | 0.74 | 889 | 15.47 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 2,615 | 6.39 | 714 | 22.05 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,457 | 3,382.03 | 1,063 | 2,772.97 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华特殊机会基金标准类别 | 51,840 | 2.78 | 14,163 | 17.89 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 52,014 | 0.00 | 14,170 | 13.67 | ||||
| 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 | 80,355 | 16.87 | 21,954 | 34.05 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 2,201 | 0.59 | 601 | 15.36 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 206 | 329.17 | 56 | 409.09 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 1,670 | 13.53 | 456 | 30.29 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 8,404 | 62.40 | 2,296 | 86.36 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 291 | 83.02 | 80 | 113.51 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 191,824 | 11.68 | 52,408 | 28.10 | ||||
| 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 | 96,250 | 20.69 | 25,394 | 13.54 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 5,026 | 0.96 | 1,373 | 15.86 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 3,200 | 874 | |||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 40,316 | 1.19 | 9,619 | -16.92 | ||||
| 2025-07-18 | 13F | 马克财富有限责任公司 | 818 | 223 | ||||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 4,141 | 7.47 | 1,131 | 23.34 | ||||
| 2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿资本增值投资组合 3 级 | 66,780 | 18,245 | ||||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 3,813 | 0.39 | 1,042 | 15.15 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 1,786 | 488 | ||||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 877 | 0.11 | 239 | 14.90 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 2,462 | 1.61 | 673 | 16.46 | ||||
| 2025-08-14 | 13F | 极地资本控股有限公司 | 33,829 | 1.36 | 9,242 | 16.27 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 834 | 228 | ||||||
| 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 | 154 | 2,980.00 | 37 | 3,500.00 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 4,637 | 11.65 | 1,267 | 28.01 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 8,125 | 1.89 | 2,144 | -4.16 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 6,286 | 2.56 | 1,717 | 17.68 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 42,591 | 16.51 | 11,636 | 33.64 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | Put | 55 | 14.89 | |||||
| 2025-07-16 | 13F | 达科他财富管理 | 7,959 | 4.57 | 2,174 | 19.98 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3 | 200.00 | 1 | |||||
| 2025-07-16 | 13F | RWM 资产管理有限公司 | 2,881 | 48.97 | 787 | 71.09 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 1,076 | 2.67 | 294 | 18.07 | ||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 255,197 | 12.73 | 67,329 | 6.05 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 56 | 3.70 | 15 | 25.00 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,257 | 0.79 | 18,432 | -17.26 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 5,403 | 263.59 | 1,476 | 318.13 | ||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 740 | 202 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 4,755,854 | 0.28 | 1,299,347 | 15.02 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 10,038 | 13.60 | 2,743 | 11.28 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 29,700 | 17.39 | 8,114 | 34.65 | |||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 7,796 | 8.29 | 2,130 | 24.21 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 5,400 | 184.21 | 1,475 | 226.33 | |||
| 2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 30,632 | 8,369 | ||||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 791 | 220 | ||||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 10,610 | 10.47 | 2,899 | 26.72 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 955 | 0.10 | 261 | 14.54 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 5,195 | 47.75 | 1,419 | 69.53 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 2,354 | 18.41 | 643 | 35.94 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 48,201 | 2,409,950.00 | 13,169 | |||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 6,997 | 5.20 | 1,912 | 20.64 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 4,624 | 2.60 | 1,263 | 17.71 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 16,017 | 20.04 | 4,226 | 12.91 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,482 | 10.43 | 391 | 3.72 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 143,961 | 1.89 | 37,981 | -4.14 | ||||
| 2025-08-14 | 13F | 帕资本管理公司 | 136,100 | 72.06 | 37,184 | 97.35 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息机会基金 | 14,609 | 50.28 | 3,485 | 23.41 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 93 | 1.09 | 25 | 13.64 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 1,126 | 1.17 | 308 | 15.85 | ||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 11,636 | 5.88 | 3,070 | -0.42 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 21,500 | 6.44 | 5,874 | 22.10 | |||
| 2025-08-14 | 13F | Xponance公司 | 49,615 | 53.90 | 13,555 | 76.52 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 平衡投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89,662 | 7.17 | 24,497 | 22.93 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 13,100 | 4.80 | 3,579 | 20.22 | |||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 2 | ||||||
| 2025-07-31 | 13F | 凯瑟琳·赖特联合公司 | 164 | 0.61 | 45 | 15.79 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 60,400 | 31.30 | 16,502 | 50.60 | |||
| 2025-08-05 | 13F | TSFG有限公司 | 632 | 0.16 | 0 | |||||
| 2025-08-11 | 13F | 花旗集团 | 361,504 | 0.32 | 98,767 | 15.06 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 64,404 | 2.24 | 17,596 | 17.26 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 20,889 | 0.32 | 5,707 | 15.08 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 107,500 | 74.80 | 29,370 | 100.49 | |||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 4,598 | 24.00 | 1,256 | 42.24 | ||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 2,556 | 1.19 | 698 | 16.14 | ||||
| 2025-07-24 | 13F | 第一信托投资顾问公司 | 53,725 | 1.90 | 15 | 16.67 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 5,812 | 3.95 | 1,387 | -14.66 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 24,232 | 6,620 | ||||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 5,168 | 1.08 | 1,412 | 15.94 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 102,000 | 84.45 | 28 | 107.69 | |||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 572,462 | 4.75 | 156,402 | 20.14 | ||||
| 2025-08-14 | 13F | 安盛公司 | 126,952 | 25.34 | 34,685 | 43.76 | ||||
| 2025-08-14 | 13F | 道富银行 | 9,488,566 | 1.23 | 2,592,371 | 16.10 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 55,568 | 5.73 | 15,182 | 21.26 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 6,927 | 1,893 | ||||||
| 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 | 42,322 | 1.99 | 11,563 | 16.98 | ||||
| 2025-07-29 | NP | QQQM - 景顺纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 826,544 | 9.24 | 218,067 | 2.76 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 142 | 5.19 | 40 | 21.88 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,598 | 4.51 | 437 | 19.78 | ||||
| 2025-07-25 | 13F | 飞马资产管理公司 | 9,213 | 4.66 | 2,517 | 20.09 | ||||
| 2025-08-13 | 13F | 萨托夫斯基资产管理公司 | 2,431 | 0.25 | 664 | 15.08 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 1,992 | 14.02 | 544 | 30.77 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 194,214 | 5.31 | 53,064 | 20.80 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 94 | 9.30 | 26 | 25.00 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 779 | 213 | ||||||
| 2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 820 | 224 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 18,131 | 4,954 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 18,700 | 88.89 | 5,109 | 116.67 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 25,100 | 141.35 | 6,858 | 176.83 | |||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 25,874 | 5.71 | 6,882 | 18.63 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 11,515 | 56.43 | 2,743 | 33.61 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 3,551 | 1 | ||||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 2,521 | 52.60 | 665 | 43.63 | ||||
| 2025-06-27 | NP | Calamos 多头/空头股票和动态收入信托 | 22,500 | 95.65 | 5,368 | 60.67 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 3,842 | 25.02 | 1,050 | 43.50 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 8,662 | 32.22 | 2,367 | 51.67 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 5,142 | 0.08 | 1,405 | 15.37 | ||||
| 2025-07-24 | 13F | KFA 私人财富集团有限责任公司 | 1,450 | 396 | ||||||
| 2025-07-09 | 13F | PFW 顾问有限责任公司 | 1,357 | 0.15 | 371 | 14.91 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 48,418 | 13,228 | ||||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 81,515 | 1.77 | 22 | 22.22 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,495 | 7.37 | 922 | 1.10 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 88 | 1.15 | 24 | 20.00 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 2,162 | 0.05 | 591 | 14.79 | ||||
| 2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 86,307 | 9.92 | 23,580 | 26.08 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 840 | 229 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 845 | 231 | ||||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 3,190 | 0.22 | 872 | 14.91 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 267,132 | 2.83 | 72,983 | 17.95 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 5,455 | 0.09 | 1,490 | 14.79 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 174 | 22.54 | 0 | |||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 5,167 | 197.98 | 1,412 | 241.65 | ||||
| 2025-08-26 | NP | QQXT - First Trust Nasdaq-100 除科技行业指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 75,307 | 830.29 | 20,575 | 967.12 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 54,550 | 1.01 | 14,904 | 15.86 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 5,944 | 0.37 | 1,562 | 10.71 | ||||
| 2025-05-27 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 155 | 17.42 | 37 | 0.00 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 48 | 20.00 | 13 | 44.44 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 8,253 | 680.79 | 2,255 | 798.01 | ||||
| 2025-08-13 | 13F | 卢米尼斯特资本有限公司 | 9 | 3 | ||||||
| 2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 0 | 0 | ||||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 20 | 5 | ||||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 4,451 | 1.48 | 1,216 | 16.48 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 296 | 6.47 | 78 | 1.30 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 121,834 | 7.60 | 32,143 | 1.22 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 23,199 | 80.57 | 6,338 | 107.12 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 1,354 | 1.65 | 370 | 16.40 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 72,575 | 31.38 | 19,828 | 50.69 | ||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 1,276 | 4.68 | 349 | 20.00 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 3,809 | 4.01 | 1,041 | 19.27 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 750 | 205 | ||||||
| 2025-08-29 | NP | JAJMX - 房地产证券信托资产净值 | 23,305 | 14.40 | 6,367 | 31.22 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 24,000 | 6,557 | |||||
| 2025-07-10 | 13F | 科扎克联合公司 | 1,884 | 0.21 | 526 | 25.00 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 5,800 | 141.67 | 1,585 | 177.41 | |||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 1,439 | 3.08 | 0 | |||||
| 2025-08-14 | 13F | 永久资本有限合伙人 | 17,453 | 13.36 | 4,768 | 30.02 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 4,147 | 24.65 | 1,133 | 43.06 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 6,088 | 90.55 | 1,663 | 118.53 | ||||
| 2025-08-14 | 13F | JPL 财富管理有限责任公司 | 1,663 | 0.06 | 454 | 14.94 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 30 | 8 | ||||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 15 | 4 | ||||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 5,968 | 14.75 | 1,575 | 7.96 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 251,072 | 0.39 | 69 | 15.25 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 3,575 | 978 | ||||||
| 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 | 234 | 14.71 | 56 | -6.78 | ||||
| 2025-08-06 | 13F | 峰会财富与退休规划公司 | 1,135 | 310 | ||||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 2,031 | 22,466.67 | 555 | 27,600.00 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 16,416 | 0.23 | 4,485 | 14.97 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 5,000 | 212.50 | 1,366 | 258.53 | |||
| 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 | 634,516 | 11.43 | 173,356 | 27.81 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 90,572 | 8.78 | 21,609 | -10.69 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 859 | 235 | ||||||
| 2025-03-31 | NP | FDVV - 富达高股息 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 | 44,500 | 17.94 | 12,931 | 31.81 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,241 | 33.01 | 327 | 25.29 | ||||
| 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 | 314,828 | 11.61 | 86,014 | 28.02 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 12,593 | 419.30 | 3,441 | 496.19 | ||||
| 2025-08-28 | NP | XLY - 非必需消费品精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,327,449 | 2.22 | 362,672 | 17.24 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 6,564 | 37.41 | 1,793 | 57.70 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 18,440 | 2.93 | 5,038 | 18.05 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 1,035 | 6.70 | 247 | -12.46 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 897 | 245 | ||||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 1,844 | 504 | ||||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 23,195 | 0.63 | 6,337 | 15.41 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 2,352 | 2.08 | 643 | 17.15 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 796 | 217 | ||||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 232,732 | 0.29 | 64 | 14.55 | ||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 609,606 | 3.51 | 166,550 | 18.72 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 637 | 0 | ||||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 24,649 | 10.93 | 6,734 | 27.25 | ||||
| 2025-05-05 | NP | PRCS-帕纳索斯核心精选 ETF | 1,394 | 583.33 | 332 | 492.86 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 973,918 | 205 | ||||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 3,224 | 0.06 | 881 | 14.73 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - Main Street 核心投资组合 I 类 | 114,684 | 3.04 | 31,333 | 18.18 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 13,700 | 42.50 | 3,743 | 63.41 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 7,186 | 12.81 | 1,963 | 29.40 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 1,949 | 1.25 | 532 | 16.16 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 60,587 | 7.12 | 14,455 | -12.05 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 872 | 57.97 | 208 | 66.40 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 11,390 | 82.88 | 3,112 | 110.77 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 1,165 | 29.16 | 318 | 22.78 | ||||
| 2025-08-15 | 13F | 乐观退休集团有限责任公司 | 1,161 | 11.85 | 317 | 28.34 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 1,700 | 20.23 | 464 | 38.10 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 20,543,195 | 1.52 | 5,612,606 | 16.44 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 18,870 | 1.41 | 4,978 | -4.60 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 64,542 | 51.11 | 18 | 70.00 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 2,407 | 64.64 | 658 | 88.79 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 62,171 | 28.22 | 16,986 | 47.07 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | Put | 1,066 | 14.76 | |||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 5,869 | 1,603 | ||||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 181 | 10.37 | 43 | -8.51 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 704,487 | 1.05 | 192,473 | 15.91 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 4,341 | 2.26 | 1,186 | 17.31 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 89,150 | 0.77 | 24,357 | 15.58 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | -169 | -17,000.00 | ||||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 12,979 | 3,546 | ||||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 60,000 | 71.43 | 16,393 | 96.62 | |||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 7,720 | 38.38 | 2,109 | 58.81 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 2,675 | 0.41 | 731 | 15.14 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 14,159 | 10.41 | 3,868 | 26.65 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 791 | 4.35 | 216 | 20.00 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -20,674 | -5,648 | |||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 1,765 | 0.23 | 482 | 15.04 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 4,465 | 0.59 | 1,220 | 15.42 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 2,265 | 21.12 | 619 | 38.88 | ||||
| 2025-06-23 | NP | 伊顿万斯税务管理全球多元化股票收益基金 | 40,186 | 11.10 | 9,588 | -8.78 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 792 | 216 | ||||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 1,131 | 309 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,547 | 5.90 | 696 | 21.50 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 20 | 5.26 | 5 | 25.00 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 1,838 | 1.88 | 502 | 17.02 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 312 | 387.50 | 74 | 640.00 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 1,365 | 1.64 | 373 | 16.61 | ||||
| 2025-05-30 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 2,142 | 11.16 | 510 | -5.03 | ||||
| 2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 166,971 | 5.56 | 39,836 | -13.33 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 933 | 0.65 | 255 | 15.45 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 3,030 | 45.18 | 723 | 19.14 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 82 | 14.08 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 平衡基金 (a) | 228,604 | 6.04 | 62,457 | 21.62 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 19,160 | 12.82 | 5,235 | 29.39 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 85 | 18.06 | 23 | 35.29 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 12,615 | 3,447 | ||||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 2,723 | 2.52 | 744 | 17.72 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 3,396 | 0.83 | 928 | 15.59 | ||||
| 2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 25,230 | 69.85 | 6,893 | 94.83 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 876 | 239 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 17,775 | 4,856 | ||||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 15,599 | 5.86 | 4,115 | -0.41 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 49,877 | 15.40 | 11,900 | -5.26 | ||||
| 2025-04-24 | NP | EQRR - ProShares 利率上涨股票 ETF | 843 | 11.36 | 236 | 8.26 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 39,993 | 161.63 | 10,926 | 200.08 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 963 | 0.84 | 263 | 15.86 | ||||
| 2025-07-17 | 13F | 湾桥资本集团有限责任公司 | 1,780 | 0.23 | 486 | 14.89 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 874 | 9.52 | 239 | 25.26 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 52,206 | 8.45 | 13,774 | 2.02 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | Put | 2 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 6,010 | 4.03 | 1,434 | -14.60 | ||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 807 | 220 | ||||||
| 2025-08-06 | 13F | NVWM有限公司 | 125 | 0.81 | 34 | 17.24 | ||||
| 2025-08-29 | NP | JAEVX - 中型股票信托资产净值 | 54,312 | 14,839 | ||||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 40,811 | 11,150 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 4,330,656 | 5.02 | 1,183,178 | 20.45 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 922 | 8.34 | 252 | 24.26 | ||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 12,715 | 1.19 | 3,474 | 16.08 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 7,097 | 16.33 | 1,872 | 9.41 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 22 | 6 | ||||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 4,891 | 12.39 | 1,275 | 22.97 | ||||
| 2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 473,914 | 7.65 | 129,478 | 23.47 | ||||
| 2025-08-14 | 13F | 特立独行资本有限公司 | 4,212 | 1,151 | ||||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 149 | 6.43 | 39 | 0.00 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 4,766 | 0.06 | 1,325 | 16.84 | ||||
| 2025-07-31 | 13F | 拉扎德兄弟管理公司 | 186,984 | 29.86 | 51 | 50.00 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 14,622 | 5.92 | 3,995 | 21.47 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 6,409 | 1.68 | 1,751 | 16.59 | ||||
| 2025-04-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 3,703 | 0.16 | 1,045 | 25.60 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 15,709 | 4,292 | ||||||
| 2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 2,134 | 583 | ||||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 600 | 6,566.67 | 164 | 8,050.00 | ||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,520 | 0.68 | 13,485 | -17.34 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 164,120 | 0.66 | 44,839 | 15.45 | ||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 10,647 | 389.52 | 3,094 | 526.11 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -6,062 | -46.24 | -1,656 | -38.32 | |||
| 2025-07-28 | NP | AGREX - 景顺全球房地产基金A级 | 2,964 | 782 | ||||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 833 | 228 | ||||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 985 | 11.68 | 235 | -8.20 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 75,751 | 1.64 | 20,696 | 16.57 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 101,958 | 2.06 | 27,856 | 17.06 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 38,790 | 161.83 | 10,598 | 200.37 | ||||
| 2025-07-31 | 13F | 地面膨胀资本有限责任公司 | 941 | 257 | ||||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 4,105 | 5.34 | 1,121 | 20.80 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 321 | 24.90 | 77 | 2.70 | ||||
| 2025-08-15 | 13F | 蓝边资本有限责任公司 | 21,559 | 0.27 | 5,890 | 15.02 | ||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 17,228 | 47.69 | 4,707 | 69.40 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 115,939 | 10.87 | 31,676 | 27.17 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 7,938 | 14.84 | 2,169 | 31.71 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -2,045 | -19.93 | -559 | -8.22 | |||
| 2025-08-05 | 13F | 西区投资管理公司 | 149 | 198.00 | 41 | 272.73 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 12,313 | 2.00 | 3,249 | -4.05 | ||||
| 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 | ||||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 15,205 | 280.12 | 4,154 | 336.34 | ||||
| 2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 822 | 225 | ||||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 1,030 | 245 | ||||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 3,500 | 218.18 | 834 | 172.22 | |||
| 2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 2,266 | 1.16 | 619 | 16.14 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 31,190 | 57.45 | 7,392 | 47.49 | ||||
| 2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 13,442 | 115.66 | 3,672 | 147.44 | ||||
| 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 | 20,903 | 12.62 | 5,711 | 29.19 | ||||
| 2025-04-10 | 13F | 联合消化控股公司 | 6,410 | 1,527 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 77,837 | 1.79 | 21,266 | 16.76 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 全球房地产基金系列 I | 1,643 | 449 | ||||||
| 2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 395,806 | 210.78 | 94,431 | 155.16 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 15,326 | 1.00 | 3,656 | -17.08 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,530 | 71.53 | 691 | 96.87 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 17,433 | 5.94 | 4,599 | -0.35 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 11,983 | 45.20 | 3,274 | 66.56 | ||||
| 2025-08-29 | NP | JVMAX - 约翰汉考克纪律价值中盘基金 A 类 | 518,341 | 64.24 | 141,616 | 85.60 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,266,624 | 16.07 | 346,054 | 33.13 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 7,339 | 5.86 | 2,005 | 21.44 | ||||
| 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) | 1,340 | 25.47 | 366 | 44.09 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 24,297 | 3.63 | 6,638 | 18.85 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 1,674 | 457 | ||||||
| 2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 5,849 | 110.09 | 1,598 | 141.03 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 9,743 | 0.92 | 2,324 | -17.15 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 28,764 | 0.04 | 7,859 | 14.75 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 128,991 | 4.08 | 35,242 | 19.38 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 745 | 204 | ||||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 2,960 | 8.58 | 809 | 24.50 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 1,400 | 382 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 1,900 | 519 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 1,051,595 | 10.24 | 287 | 26.43 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 2,146 | 2.00 | 564 | 13.51 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 14,453 | 1.67 | 3,949 | 16.60 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 69,229 | 35.20 | 18,914 | 55.08 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 5,085 | 5.00 | 1,389 | 20.47 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 319,387 | 0.13 | 87,260 | 14.84 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 3,575 | 977 | ||||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 111 | 20.65 | 30 | 42.86 | ||||
| 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 | 690 | 21.27 | 165 | -0.61 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 2,061 | 136.90 | 563 | 171.98 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 3,363 | 2.28 | 919 | 17.24 | ||||
| 2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 806 | 220 | ||||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 7,396 | 1.00 | 2,021 | 15.83 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 31,800 | 28.74 | 9 | 60.00 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 7,866 | 49.32 | 2,085 | 45.53 | ||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 530 | 0.38 | 145 | 15.20 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 4,200 | 281.82 | 1,147 | 337.79 | |||
| 2025-06-24 | NP | QFLR - 创新者 Nasdaq-100 托管场内 ETF | 16,246 | 5.23 | 3,876 | -13.62 | ||||
| 2025-06-27 | NP | QQQE - Direxion NASDAQ-100(R) 等加权指数股票 | 49,916 | 12.27 | 11,909 | -7.83 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 5,921 | 6.05 | 1,618 | 21.67 | ||||
| 2025-08-04 | 13F | 现场和主要银行 | 2,548 | 2.82 | 696 | 17.97 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 2,024 | 8.29 | 553 | 24.04 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 15,878 | 2.00 | 4,338 | 16.99 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 5 | 1 | ||||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 11,766 | 0.35 | 3,215 | 15.11 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 4,715 | 1.99 | 1,288 | 16.98 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 175,974 | 6.61 | 48,078 | 22.28 | ||||
| 2025-08-26 | NP | JUEAX - 摩根大通美国A级股票基金 | 1,419,291 | 4.77 | 387,764 | 20.17 | ||||
| 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 | 229,416 | 2.10 | 60,527 | -3.95 | ||||
| 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 | 14 | 27.27 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 1,254 | 343 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 5,038 | 24.40 | 1,376 | 42.74 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 24,899 | 5,940 | ||||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 51 | 14 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 8,085 | 6.69 | 2,133 | 0.38 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 2,085 | 1.56 | 570 | 16.36 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | 7,597 | 52.55 | 2,076 | 74.96 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 21,627 | 16.56 | 5,909 | 33.70 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 1,940 | 1.46 | 530 | 16.48 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 4,266 | 6.44 | 1,165 | 22.12 | ||||
| 2025-08-15 | 13F | 战略投资顾问/MI | 1,382 | 378 | ||||||
| 2025-08-05 | 13F | 基准金融财富顾问有限责任公司 | 1,721 | 1.29 | 470 | 16.34 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 4,705 | 0.56 | 1,286 | 15.35 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 32,789 | 2.42 | 8,958 | 17.48 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 23 | 228.57 | 6 | 500.00 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 906 | 5.84 | 248 | 21.67 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 15,000 | 12.78 | 4,098 | 29.36 | |||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 2,421 | 1,934.45 | 1 | |||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 14,100 | 38.24 | 3,852 | 58.58 | |||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 1,458 | 10.71 | 398 | 27.16 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 15,400 | 2,980.00 | 4,207 | 3,435.29 | |||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,360 | 0.97 | 372 | 15.94 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 549 | 37.25 | 150 | 56.84 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 2,213 | 605 | ||||||
| 2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41 | 36.67 | 10 | 12.50 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 25,320 | 144.19 | 6,918 | 180.15 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 1,352 | 0.07 | 369 | 14.95 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 694,827 | 137.06 | 189,833 | 171.90 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 315,558 | 27,221.04 | 1 | -99.64 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 9,427 | 68.73 | 2,576 | 93.61 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 717 | 1.56 | 196 | 16.07 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 7,416 | 4.10 | 1,769 | -14.54 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 8,079 | 7.92 | 2,207 | 23.78 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 37,105 | 2.41 | 9,789 | -3.66 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 1,831 | 7.96 | 0 | |||||
| 2025-08-14 | 13F | 芬史密斯投资服务有限公司 | 1,503,542 | 0.15 | 410,783 | 14.88 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 5,700 | 111.11 | 1,557 | 142.15 | |||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 4,574 | 1.06 | 1,250 | 15.86 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 23 | 76.92 | 6 | 100.00 | ||||
| 2025-04-25 | NP | VCULX - 成长基金 | 3,737 | 12.05 | 1,048 | 8.71 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 996 | 3.97 | 272 | 19.30 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 637 | 2.08 | 174 | 17.57 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 2,317 | 0.04 | 633 | 14.88 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 5,519 | 10.29 | 1,317 | -9.49 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 7,569 | 13.39 | 2,068 | 30.08 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 4,799 | 0.44 | 1 | 0.00 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 19,771 | 2.64 | 5,402 | 17.72 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 65 | 10.17 | 17 | 6.25 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 488 | 105.91 | 117 | 68.12 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,127 | 7.09 | 2,494 | 22.81 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -2,800 | 27.27 | -739 | 19.81 | |||
| 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 | 51,287 | 9.40 | 14,012 | 25.48 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 3,173 | 867 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 5,013 | 251.79 | 1,370 | 303.83 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 34,442 | 5.23 | 9,410 | 20.69 | ||||
| 2025-08-07 | 13F | 马赛克金融集团有限公司 | 954 | 0.21 | 0 | |||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 252 | 33.33 | 66 | 24.53 | ||||
| 2025-06-26 | NP | ITHAX - 哈特福德资本增值基金 A 类 | 6,400 | 1,527 | ||||||
| 2025-08-14 | 13F | 西永资本有限公司 | 4,901 | 13.45 | 1,339 | 30.13 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 10,018 | 1.11 | 2,737 | 15.97 | ||||
| 2025-08-14 | 13F | 野村控股公司 | 5,693 | 42.04 | 1,555 | 63.00 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 820 | 224 | ||||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 55,723 | 7.05 | 15 | 25.00 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 多元化股息基金系列 I | 23,203 | 15.36 | 6,339 | 32.31 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -170 | -46 | |||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 825 | 225 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 280,999 | 0.20 | 76,772 | 14.92 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 21,979 | 8.26 | 6,005 | 24.18 | ||||
| 2025-08-12 | 13F | 爱荷华州财富顾问有限责任公司 | 1,619 | 3.19 | 442 | 18.50 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,380 | 3.53 | 364 | -2.41 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 40 | 10 | ||||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 3,517 | 0.20 | 961 | 14.83 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 1,258,381 | 23.11 | 343,802 | 41.21 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 8 | 100.00 | 2 | |||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 2,473 | 676 | ||||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 7,538,258 | 38.89 | 2,059,527 | 59.31 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 24,591 | 27.20 | 6,719 | 45.92 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 84 | 23 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 7,043,490 | 1.15 | 1,924,352 | 16.01 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 1,749 | 526.88 | 417 | 414.81 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 1,229 | 8.76 | 336 | 24.54 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 52 | 12 | ||||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 3,245 | 0.09 | 887 | 14.77 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 551,175 | 8.65 | 150,587 | 24.62 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 59,632 | 1.58 | 16,292 | 16.51 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 4,759 | 0.17 | 1,300 | 14.94 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 894 | 244 | ||||||
| 2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 309,478 | 1.10 | 84,552 | 15.96 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 1,492 | 58.72 | 408 | 82.51 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 3,765 | 1,029 | ||||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 12,705 | 16.90 | 3,352 | 9.98 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Put | 500 | 137 | |||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 32,000 | 60.04 | 8,443 | 50.56 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 575 | 52.93 | 157 | 76.40 | ||||
| 2025-03-28 | NP | AllianzGI 人工智能与技术机会基金 | 26,355 | 160.42 | 7,658 | 191.07 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 1,152 | 0.44 | 315 | 15.02 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 829 | 226 | ||||||
| 2025-06-30 | NP | QRMI - Global X 纳斯达克 100 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 375 | 15.38 | 89 | -5.32 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Wellington 核心股票基金 1 级 | 5,471 | 14.99 | 1,495 | 31.86 | ||||
| 2025-07-10 | 13F | SK 财富管理有限责任公司 | 3,368 | 0.24 | 940 | 29.83 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 93,238 | 47.21 | 25,478 | 68.97 | ||||
| 2025-07-10 | 13F | 独木舟金融有限合伙人 | 124,506 | 18.34 | 34,016 | 35.74 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 10,184 | 331.34 | 2,782 | 395.02 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 5 | 1 | ||||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 5,103 | 11.81 | 1,394 | 28.24 | ||||
| 2025-08-13 | 13F | 团结财富有限责任公司 | 826 | 226 | ||||||
| 2025-07-16 | 13F | GenWealth 集团有限公司 | 807 | 220 | ||||||
| 2025-08-14 | 13F | 多伦多道明银行 | 106,689 | 20.03 | 29,148 | 37.68 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 3,809 | 44.17 | 1,005 | 64.59 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 95,200 | 201.27 | 26,010 | 245.54 | |||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 17,177 | 1.37 | 4,693 | 16.25 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 3,640 | 16.18 | 868 | -4.62 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 411,783 | 4.29 | 112,503 | 19.62 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 76,000 | 13.94 | 20,764 | 30.69 | |||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,488 | 19.62 | 1,499 | 37.27 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 3,256 | 4.90 | 890 | 20.30 | ||||
| 2025-08-12 | 13F | 莎士比亚财富管理公司 | 3,365 | 0.45 | 919 | 15.31 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,340,661 | 5.06 | 366,282 | 20.50 | ||||
| 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 | 15,033 | 2.44 | 3,587 | -15.90 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 103,918 | 2.64 | 28,391 | 17.72 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 28,361 | 4.37 | 7,749 | 19.72 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 401 | 208.46 | 110 | 263.33 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 2,808 | 755 | ||||||
| 2025-08-12 | 13F | 恒线顾问公司 | 457,712 | 4.00 | 125,051 | 19.28 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 242 | 16.91 | 66 | 34.69 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 8,530 | 2,330 | ||||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 127 | 2.42 | 35 | 17.24 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 65,880 | 10.93 | 17,999 | 27.24 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 4,101,884 | 1.20 | 1,120,686 | 16.08 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 5,054 | 1,381 | ||||||
| 2025-08-12 | 13F | 贝莱德公司 | 15,361,201 | 1.34 | 4,196,834 | 16.24 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 4,069 | 5.01 | 1,112 | 20.37 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 10,217 | 34.40 | 2,791 | 54.20 | ||||
| 2025-07-30 | 13F | 保罗·达蒙联合公司 | 1,297 | 354 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 2,667 | 14.66 | 729 | 31.41 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9 | 12.50 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 10,955 | 6.17 | 2,993 | 21.82 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 7,618 | 139.18 | 2,081 | 176.73 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 147,837 | 4.17 | 35,271 | -14.47 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 301 | 19.44 | 82 | 36.67 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 72,335 | 2.76 | 19,763 | 17.86 | ||||
| 2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 101,079 | 9.86 | 26,668 | 3.34 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 844 | 231 | ||||||
| 2025-08-07 | 13F | 威尔公司 | 2,001 | 0.05 | 547 | 14.71 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 180,535 | 1.93 | 49,324 | 16.91 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 96,570 | 0.74 | 26,384 | 15.54 | ||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 10,245 | 2.85 | 2,799 | 18.00 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 39,176 | 19.60 | 10,703 | 37.18 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 14,457 | 3,950 | ||||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 1,774 | 7.78 | 485 | 23.47 | ||||
| 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 | 351,989 | 6.01 | 92,865 | -0.27 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 1,243 | 0.89 | 339 | 15.70 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 6,288 | 12.85 | 1,718 | 29.39 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 综合研究 VIP 基金 | 11,082 | 6.58 | 3,028 | 22.25 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 34,692 | 4.47 | 9,153 | -1.73 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 10,027 | 13.20 | 2,739 | 29.87 | ||||
| 2025-07-28 | NP | VCAAX - 资产配置基金 | 3,907 | 8.32 | 1,031 | 1.88 | ||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋精选中型股增长 VCT 投资组合 I 类 | 6,663 | 1,820 | ||||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 1,048 | 4.49 | 292 | 23.73 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 4,478 | 8.56 | 1,223 | 24.54 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 183,354 | 23.62 | 50,094 | 41.80 | ||||
| 2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 1,109 | 2.69 | 303 | 17.90 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 14,719 | 8.25 | 4,021 | 24.18 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 802 | 219 | ||||||
| 2025-07-25 | 13F | Ball & Co 财富管理公司 | 529 | 0.19 | 0 | |||||
| 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 | 328,960 | 7.84 | 86,790 | 1.45 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 3,523 | 21.52 | 963 | 39.42 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 42 | 11 | ||||||
| 2025-08-29 | NP | 约翰汉考克投资信托 - 约翰汉考克多元化实物资产基金类别资产净值 | 19,186 | 15.68 | 5,242 | 32.68 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 187 | 13.33 | 51 | 30.77 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 676 | 7.47 | 185 | 23.49 | ||||
| 2025-07-21 | 13F | 丰盛财富顾问 | 6,684 | 1.44 | 2 | 0.00 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 3 | 200.00 | 1 | |||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 50,736 | 2.42 | 13,862 | 17.48 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 6 | 50.00 | 2 | |||||
| 2025-08-04 | 13F | ELCO管理有限公司 | 3,739 | 0.24 | 1,022 | 14.98 | ||||
| 2025-06-26 | NP | SEG Partners多空股票基金 | Short | -8,136 | -1,941 | |||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 3,399 | 45.88 | 929 | 67.51 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 809 | 0 | ||||||
| 2025-08-25 | NP | FPAG - FPA 全球股票 ETF | 10,389 | 4.39 | 2,838 | 19.75 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 1,700 | 21.43 | 464 | 39.34 | |||
| 2025-07-29 | NP | JIREX - 房地产证券基金 1 类 | 20,574 | 4.61 | 5,428 | -1.58 | ||||
| 2025-07-09 | 13F | 基石财富服务有限责任公司 | 1,544 | 0.13 | 422 | 14.71 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 8,649 | 0.43 | 2,363 | 15.21 | ||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 11,041 | 27.19 | 2,634 | 4.44 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 24,045 | 14.18 | 6,569 | 30.96 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 1,597 | 8.27 | 436 | 24.22 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 617 | 169 | ||||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 103,717 | 0.12 | 28,336 | 14.84 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 11 | 3 | ||||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 528 | 16.56 | 139 | 9.45 | ||||
| 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 | Short | -20,009 | -4,774 | |||||
| 2025-08-14 | 13F | 塞伊投资公司 | 137,329 | 13.05 | 37,520 | 29.67 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 7,680 | 17.11 | 2,098 | 34.31 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 72 | 1.41 | 20 | 11.76 | ||||
| 2025-07-25 | 13F | 联邦金融服务有限责任公司 | 1,713 | 468 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 6,143 | 1.44 | 1,678 | 16.37 | ||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 3,544 | 968 | ||||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 736 | 0.82 | 201 | 16.18 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 6,197 | 6.08 | 1,693 | 21.71 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 302 | 196.08 | 83 | 241.67 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 321,649 | 50.39 | 87,878 | 72.49 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 181,843 | 4.88 | 49,681 | 21.74 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,217 | 5.73 | 332 | 21.17 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 3,585 | 132.64 | 979 | 166.76 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 133,452 | 1,177.30 | 36,460 | 1,365.43 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 1,173 | 0.77 | 320 | 15.52 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 9,699 | 571.68 | 2,650 | 672.30 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 1,062 | 0.09 | 290 | 15.08 | ||||
| 2025-08-06 | 13F | 吉纳斯资本管理公司 | 12,950 | 3,538 | ||||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,812 | 1.57 | 1,625 | -16.58 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 94,563 | 0.32 | 25,836 | 15.06 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 10,567 | 1.33 | 2,887 | 16.22 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 862 | 11.66 | 236 | 28.42 | ||||
| 2025-08-14 | 13F | 遗产咨询服务有限责任公司 | 1,009 | 276 | ||||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 9,275 | 0.45 | 2,534 | 15.23 | ||||
| 2025-08-12 | 13F | 源水资本有限公司 | 80,000 | 21,857 | ||||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 300 | 82 | |||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 285,167 | 13.52 | 77,888 | 21.43 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 9 | 80.00 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 81 | 1.25 | 22 | 15.79 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 1,373 | 18.57 | 381 | 38.55 | ||||
| 2025-07-15 | 13F | 凯利金融集团有限公司 | 800 | 219 | ||||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 0 | 0 | ||||||
| 2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 843 | 230 | ||||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 1,317 | 28.36 | 360 | 47.13 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 31,588 | 10.06 | 8,630 | 26.24 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘核心股票投资组合 | 21,897 | 11.32 | 5,982 | 27.68 | ||||
| 2025-08-14 | 13F | 华莱士哈特有限责任公司 | 4,870 | 1,331 | ||||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 44 | 25.71 | 12 | 50.00 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 49,848 | 3.86 | 13,619 | 19.12 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 39,294 | 97.51 | 10,736 | 126.52 | ||||
| 2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 3,148 | 861 | ||||||
| 2025-08-25 | NP | MML系列投资基金 - MML全球基金I类 | 14,280 | 298.22 | 3,901 | 356.79 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 784 | 214 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 55,754 | 6.55 | 15,233 | 22.21 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 6,696 | 15.35 | 1,829 | 32.34 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 89 | 17.11 | 0 | |||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 4,748 | 21.77 | 1,297 | 39.76 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 18 | 5 | ||||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 42 | 20.00 | 11 | 37.50 | ||||
| 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 | 30,609 | 22.46 | 8,076 | 15.21 | ||||
| 2025-08-07 | 13F | Bradley & Co. 私人财富管理有限责任公司 | 471 | 31.93 | 129 | 50.59 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 39 | 11 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 4,872 | 12.41 | 1,331 | 28.97 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 6 | 2 | ||||||
| 2025-08-11 | 13F | 韦斯科特财务咨询集团有限责任公司 | 5,253 | 0.40 | 1,435 | 15.17 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 1,496 | 0.81 | 409 | 15.58 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 33 | 1,550.00 | 9 | |||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 7,500 | 1,789 | ||||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 5,368 | 3.63 | 1,467 | 18.90 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 1,144 | 0.09 | 312 | 14.71 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 3,022 | 7.13 | 826 | 22.95 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 99,090 | 7.10 | 27,072 | 29.45 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 6,737 | 21.74 | 1,841 | 39.61 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 26,724 | 7,301 | ||||||
| 2025-08-13 | 13F | 资本世界投资者 | 638,627 | 0.57 | 174,479 | 15.35 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 19,680 | 2.23 | 4,695 | -16.07 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 3,747 | 17.06 | 1,024 | 34.25 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 24,981 | 7.82 | 5,960 | -11.48 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 1,393 | 28.27 | 381 | 47.29 | ||||
| 2025-06-30 | NP | VDIGX - 先锋股息增长基金投资者股票 | 902,024 | 215,205 | ||||||
| 2025-07-22 | 13F | 一财富管理投资与咨询服务有限责任公司 | 934 | 2.19 | 255 | 17.51 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 1,125 | 3.97 | 307 | 19.46 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 33,995 | 11,502.39 | 9,288 | 13,359.42 | ||||
| 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 | 115,373 | 25.19 | 31,521 | 43.60 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 533 | 22.81 | 146 | 40.78 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 55,206 | 3.31 | 15 | 25.00 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 1,312 | 17.46 | 358 | 34.59 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 531 | 60.91 | 145 | 85.90 | ||||
| 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 | 12 | 3 | ||||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 1,400 | 382 | 38,100.00 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 840 | 78.72 | 229 | 106.31 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 1,665 | 60.87 | 455 | 84.55 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 1,206 | 0.92 | 330 | 15.85 | ||||
| 2025-07-23 | 13F | 莫雷与奎因财富合伙人有限责任公司 | 3,485 | 0.29 | 952 | 15.11 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 3,709 | 23.76 | 1,013 | 42.08 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 76,022 | 3.79 | 20,773 | 19.15 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 2,398 | 0.46 | 655 | 15.32 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 218 | 60 | ||||||
| 2025-07-22 | 13F | DB Root 有限公司 | 1,107 | 3.17 | 302 | 18.43 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 5,627 | 0.43 | 1,485 | -5.54 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 4,568 | 150.30 | 1,248 | 187.56 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 28,461 | 3.42 | 6,779 | -11.69 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 220,854 | 1.18 | 60,340 | 16.05 | ||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 1,776 | 114.49 | 469 | 101.72 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 | 4,333 | 15.98 | 1,032 | -0.96 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 7,394 | 86.62 | 1,764 | 53.26 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 610 | 4.63 | 0 | |||||
| 2025-07-24 | 13F | JNBA财务顾问 | 37 | 10 | ||||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 2,117 | 1.49 | 578 | 16.53 | ||||
| 2025-07-18 | 13F | 精准财富策略有限责任公司 | 11,034 | 3,015 | ||||||
| 2025-06-30 | NP | LCEAX - 景顺多元化股息基金 A 类 | 547,714 | 38.01 | 130,674 | 13.31 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 9,079 | 3.91 | 2,163 | -11.28 | ||||
| 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 | 17,186 | 1.96 | 4,534 | -4.08 | ||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 98,959 | 6.93 | 23,610 | -12.21 | ||||
| 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 | 22,161 | 1.28 | 6,055 | 16.16 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 2,027 | 554 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 2,081 | 1.86 | 496 | -16.36 | ||||
| 2025-07-17 | 13F | 凯利金融服务有限公司 | 1,687 | 0.06 | 461 | 14.71 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 11,741 | 15.22 | 3,098 | 8.40 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 66,000 | 18,032 | |||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 1,324 | 2.64 | 362 | 17.59 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 856 | 5.42 | 234 | 20.73 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 564 | 79.62 | 154 | 108.11 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 39 | 11 | ||||||
| 2025-05-08 | 13F | 马歇尔投资管理有限公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 5,460 | 1,492 | ||||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 28,154 | 1.84 | 7,692 | 16.80 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 33,882 | 19.97 | 9,257 | 37.59 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 3,649 | 0.55 | 997 | 15.39 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 51,104 | 24.13 | 13,962 | 42.38 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 12,140 | 11.26 | 3,317 | 27.59 | ||||
| 2025-06-26 | NP | HGOAX - 哈特福德成长机会基金 A 类 | 25,500 | 6,084 | ||||||
| 2025-08-08 | 13F | 财富联盟 | 1,197 | 0.08 | 327 | 15.14 | ||||
| 2025-08-14 | 13F | 吉尔森资本有限合伙人 | 58,098 | 16 | ||||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,234 | 7.35 | 1,157 | 23.11 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 54,263 | 19.45 | 14,825 | 37.01 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 138 | 0 | ||||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 3,795 | 5.30 | 1 | |||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 QQQ 低波动率 ETF | 353 | 93 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 31,767 | 38.50 | 8,684 | 58.94 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 25,400 | 14.93 | 6,940 | 31.82 | |||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 140,779 | 33.09 | 38,462 | 52.65 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 2,355 | 17.46 | 643 | 34.80 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 719,605 | 196,579 | ||||||
| 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 | 46,700 | 13.63 | 11,142 | -6.72 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 3,414 | 1.97 | 933 | 16.94 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 6,726 | 5.06 | 1,838 | 20.54 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 44,881 | 1.23 | 12,262 | 16.11 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 2,136 | 16.53 | 509 | -0.59 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 3,667 | 4.65 | 1,002 | 20.02 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 556,200 | 465.82 | 151,959 | 548.98 | |||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 10 | 3 | ||||||
| 2025-08-13 | 13F | 挪威银行 | 2,338,743 | 638,968 | ||||||
| 2025-08-04 | 13F | 联合银行 | 49,174 | 9.01 | 13 | 30.00 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 46,810 | 1.93 | 12,789 | 16.90 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 55,196 | 6.08 | 15,066 | 21.45 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 8,938 | 18.57 | 2,358 | 11.54 | ||||
| 2025-07-29 | 13F | 矿山与荒尾财富创造与管理有限责任公司 | 1,099 | 0.18 | 300 | 14.94 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 33 | 8 | ||||||
| 2025-08-06 | 13F | 森吉咨询小组 | 950 | 2.93 | 251 | 23.15 | ||||
| 2025-07-28 | NP | VVMCX - 中型价值基金 | 8,504 | 18.59 | 2,244 | 35.37 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 64 | 12.28 | 17 | 33.33 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 223 | 31.95 | 61 | 50.00 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 458,480 | 4.38 | 125,261 | 19.72 | ||||
| 2025-08-06 | 13F | 金塞尔资本集团公司 | 26,297 | 12.70 | 7,185 | 29.26 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 4,067 | 99.66 | 1,123 | 131.34 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 110,219 | 233.03 | 26,254 | 184.41 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 22,900 | 172.62 | 6,257 | 212.80 | |||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 1,587 | 6.37 | 434 | 21.97 | ||||
| 2025-07-28 | NP | ASRAX - 景顺全球房地产收益基金 A 类 | 7,855 | 2,072 | ||||||
| 2025-07-14 | 13F | 边境到海岸养老金合伙有限公司 | 171,235 | 12.21 | 47 | 27.78 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 28,300 | 172.12 | 7,732 | 212.11 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 139 | 8.59 | 38 | 23.33 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 4,697 | 1,283 | ||||||
| 2025-08-29 | 13F | 全面投资管理公司 | 13 | 4 | ||||||
| 2025-07-31 | 13F/A | 亚飞财富 | 57 | 39.02 | 0 |
