机构和基金投资人持股 - 买家
在怪物饮料公司中开设新头寸的主要持有者包括 CLCEX - 多经理大盘成长策略基金机构类, PKW - 景顺回购成功者 ETF, 索恩资本管理有限公司, 淡马锡控股(私人)有限公司, FITLX - 富达美国可持续发展指数基金, 萨斯奎哈纳投资组合策略有限责任公司, Aware Super Pty Ltd 担任 Aware Super 的受托人, 乐天投资管理公司, Glenmede投资管理有限公司, 左脑财富管理有限责任公司, 国会资产管理公司/马, 瑞穗证券美国有限公司, Financiere des Professionnels - 投资基金公司, 达美全球管理有限公司, 哈雷尔投资合伙人有限公司, 钢峰财富管理有限公司, BWLAX - American Beacon Bridgeway 大盘价值基金 A 类, 新时代阿尔法可变基金信托 - NAA 中期增长系列, 沃尔特拉技术有限公司, 和 SUSL - iShares ESG MSCI 美国领先 ETF .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | 沃亚投资管理有限公司 | 260,178 | 16.92 | 16,298 | 25.16 | ||||
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 | 925,733 | 12.02 | 55,655 | 38.26 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 4,150 | 1.87 | 249 | 25.76 | ||||
2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 14,426 | 0.61 | 923 | 17.75 | ||||
2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 7,379 | 462 | ||||||
2025-07-28 | 13F | 纽约州教师退休制度 | 532,651 | 0.07 | 33 | 6.45 | ||||
2025-08-15 | 13F | 公平控股公司 | 6,102 | 382 | ||||||
2025-07-15 | 13F | 松港投资顾问公司 | 8,340 | 0.48 | 522 | 7.63 | ||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 24 | 2 | ||||||
2025-08-19 | 13F | 霍希默财富管理有限公司 | 15,452 | 4.74 | 968 | 12.05 | ||||
2025-08-12 | 13F | 新常春藤资本管理公司 | 7,161 | 449 | ||||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 25,800 | 597.30 | 1,616 | 648.15 | |||
2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 6,853 | 1.32 | 438 | 18.70 | ||||
2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 4,584 | 293 | ||||||
2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 5,378 | 5.45 | 323 | 30.24 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,439,495 | 6.35 | 90,170 | 13.84 | ||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 4,510 | 283 | -1,107.14 | |||||
2025-07-30 | NP | BFOR - 巴伦 400 ETF | 6,468 | 12.55 | 414 | 52.96 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 12,412 | 153.05 | 766 | 170.67 | ||||
2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 511,695 | 32,053 | ||||||
2025-07-31 | 13F/A | 亚飞财富 | 181 | 141.33 | 0 | |||||
2025-08-29 | NP | LGRRX - Loomis Sayles A 类增长基金 | 6,889,095 | 4.61 | 431,533 | 11.98 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 4,316 | 1.41 | 270 | 8.43 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 53,333 | 24.45 | 3,341 | 33.23 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 227 | 206.76 | 14 | 250.00 | ||||
2025-08-12 | 13F | 西北互助投资管理公司 | 22,400 | 0.58 | 1,403 | 7.67 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 战略大盘核心 VIP 基金 | 15,940 | 998 | ||||||
2025-08-29 | NP | LSGR - Natixis Loomis Sayles 聚焦增长 ETF | 244,804 | 6.11 | 15,335 | 13.59 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 4,387,837 | 2.59 | 274,854 | 9.82 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 140,560 | 1.45 | 8,805 | 8.58 | ||||
2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 100 | 6.38 | 6 | 20.00 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,913 | 2.19 | 120 | 9.17 | ||||
2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 1,671,281 | 1.74 | 100,477 | 25.57 | ||||
2025-05-15 | 13F | 牛津资产管理公司 | 22,401 | 291.56 | 1,311 | 339.60 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 4,132,497 | 144.23 | 258,861 | 161.42 | ||||
2025-08-15 | 13F | 蓝筹合伙人公司 | 237,965 | 0.24 | 14,906 | 7.30 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 76 | 13.43 | 5 | 33.33 | ||||
2025-07-16 | NP | CGMM - 资本集团美国中小型股ETF份额类别 | 74,232 | 258.09 | 4,747 | 319.35 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 208,150 | 39.85 | 13,036 | 49.67 | ||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 100,270 | 6,281 | ||||||
2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 140 | 1.45 | 8 | 33.33 | ||||
2025-07-24 | 13F | 生动财富管理有限责任公司 | 37,351 | 2,340 | ||||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 11 | 175.00 | 1 | |||||
2025-07-16 | 13F | 巴顿基金管理公司 | 3,754 | 235 | ||||||
2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 9,239 | 13.54 | 579 | 21.43 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 2,121,758 | 1,126.94 | 132,907 | 1,213.43 | ||||
2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 558 | 34.78 | 35 | 41.67 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 19,552 | 27.19 | 1,225 | 36.15 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 9,873 | 3.31 | 618 | -30.17 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 7,083 | 7.91 | 444 | 15.36 | ||||
2025-07-08 | 13F | 爱华顾问有限公司 | 4,308 | 1.65 | 270 | 8.47 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 101,487 | 178.04 | 6,402 | 199.67 | ||||
2025-08-14 | 13F | Synovus金融公司 | 3,588 | 3.10 | 225 | 10.34 | ||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 5,771 | 0.38 | 361 | 7.44 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 991 | 62 | ||||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 59,414 | 1.68 | 3,572 | 25.47 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 2,047 | 22.36 | 123 | 51.85 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 17,543 | 16.53 | 1,096 | 24.43 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 39,551 | 37.19 | 2,477 | 46.83 | ||||
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 | 670,959 | 6.93 | 40,338 | 31.98 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 5,103,587 | 0.74 | 319,689 | 14.72 | ||||
2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 3,059 | 179 | ||||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 9,161 | 114.54 | 574 | 130.12 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 4,147 | 5.28 | 260 | 12.61 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 724 | 37.90 | 45 | 50.00 | ||||
2025-06-20 | NP | JXX - Janus Henderson 转型增长 ETF | 15,638 | 940 | ||||||
2025-07-11 | 13F | 格罗夫银行与信托 | 2,855 | 0.28 | 179 | 7.23 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 21,974 | 449.35 | 1,376 | 488.03 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 18,967 | 9.42 | 1,188 | 17.16 | ||||
2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 181,043 | 5.87 | 10,884 | 30.68 | ||||
2025-08-15 | 13F | 摩根士丹利 | 17,490,870 | 7.30 | 1,095,628 | 14.85 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 39,700 | 14.41 | 2,487 | 22.46 | |||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 7,682 | 75.11 | 481 | 87.89 | ||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 259 | 12,850.00 | 16 | |||||
2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 92,111 | 152.54 | 5,538 | 211.77 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 22,200 | 48.99 | 1,391 | 59.59 | |||
2025-08-05 | 13F | 亨廷顿国家银行 | 4,997 | 18.86 | 313 | 27.24 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 84,185 | 10.93 | 5,384 | 29.80 | ||||
2025-07-18 | 13F | 九十一北美公司 | 522,726 | 43.03 | 32,744 | 53.10 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 468,362 | 10.10 | 29,338 | 17.85 | ||||
2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 100,996 | 6,326 | ||||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1 | 0 | ||||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 33 | 560.00 | 2 | |||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 141,800 | 6.94 | 8,882 | 14.47 | ||||
2025-07-30 | NP | OHFGX - Oak Harvest 多头/空头对冲股票基金 - 机构股 | Short | -10,000 | 33.33 | -640 | 56.23 | |||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 23,800 | 1,491 | |||||
2025-08-13 | 13F | 施罗德投资管理集团 | 7,283,879 | 4,877.81 | 456,262 | 5,289.35 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | 471,471 | 58.71 | 29,533 | 69.88 | ||||
2025-07-29 | 13F | S-Bank基金管理有限公司 | 9,925 | 12.38 | 622 | 20.35 | ||||
2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 8,210 | 212.05 | 494 | 285.16 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 14,900 | 933 | |||||
2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 5,822 | 4.34 | 365 | 11.66 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 45,200 | 2,831 | |||||
2025-06-26 | NP | 克拉夫全球股息和收益基金 | Short | -7,100 | -37.17 | -427 | -22.55 | |||
2025-07-29 | NP | SXQG-6经络优质增长ETF | 10,061 | 14.81 | 643 | 55.69 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 25,000 | 1,566 | |||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 10,757 | 8.01 | 674 | 15.64 | ||||
2025-07-14 | 13F | 加州遗产资本集团有限公司 | 22,006 | 1,378 | ||||||
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 | 346,903 | 1.83 | 21,730 | 9.00 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 31,545 | 20.44 | 1,976 | 28.92 | ||||
2025-07-18 | 13F | 第一太平金融 | 373 | 2.75 | 23 | 9.52 | ||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 10,407 | 666 | ||||||
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 | 8,834,072 | 0.73 | 564,939 | 17.88 | ||||
2025-06-27 | NP | PSL - Invesco DWA 必需消费品动量 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 | 50,066 | 3,010 | ||||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 15 | 1 | ||||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 82,200 | 14.33 | 5,149 | 22.39 | |||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 118,800 | 5.69 | 7,442 | 13.14 | |||
2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 9,211 | 151.94 | 577 | 170.42 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 44 | 46.67 | 3 | 100.00 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 1,413 | 672.13 | 89 | 780.00 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Call | 29,300 | 285.53 | 1,827 | 311.49 | |||
2025-08-28 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 22,500 | 43.94 | 1,409 | 71.62 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 1,324,626 | 9.29 | 82,975 | 16.99 | ||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 45,426 | 8.65 | 2,846 | 16.31 | ||||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 499 | 86.89 | 31 | 106.67 | ||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 10,440 | 2.13 | 613 | -0.16 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 23,209 | 1,395 | ||||||
2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 3,370 | 25.56 | 211 | 34.39 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 822 | 51 | ||||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 10,469 | 3,111.35 | 665 | 3,400.00 | ||||
2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 3,778 | 237 | ||||||
2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 5,754 | 20.38 | 346 | 48.71 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | 5,712 | 358 | ||||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 2,191,598 | 1.06 | 136,054 | 6.71 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 13,234 | 12.14 | 829 | 33.55 | ||||
2025-07-21 | 13F | 富通资本顾问有限公司 | 10,845 | 679 | ||||||
2025-08-15 | 13F | 嘉实基金管理有限公司 | 69,343 | 1.95 | 4 | 33.33 | ||||
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 | 66,495 | 3.98 | 3,998 | 28.31 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 1,089,652 | 68 | ||||||
2025-08-11 | 13F | 埃勒昆资本有限责任公司 | Call | 10,000 | 626 | |||||
2025-08-04 | 13F | 顾问股份投资有限责任公司 | 5,300 | 332 | ||||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 247,964 | 58.72 | 15,532 | 69.90 | ||||
2025-05-22 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 2,294 | 22.15 | 134 | 36.73 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 32,705 | 0.05 | 2,041 | 5.59 | ||||
2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 94,209 | 10.68 | 6,025 | 29.52 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 25,974 | 27.59 | 1,627 | 36.61 | ||||
2025-08-12 | 13F | 美国世纪公司 | 204,133 | 137.24 | 12,787 | 153.94 | ||||
2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 5,595 | 336 | ||||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 10,074 | 59.10 | 631 | 70.54 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 10,310 | 6.82 | 620 | 31.70 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,086 | 287.86 | 68 | 325.00 | ||||
2025-07-10 | 13F | 主权顾问有限责任公司 | 6,373 | 393 | ||||||
2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 11,800 | 739 | ||||||
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 | 89,345 | 41.24 | 5,714 | 65.26 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 44,673 | 12.91 | 2,798 | 20.86 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 10,632 | 170.47 | 666 | 222.82 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 9,446 | 21.95 | 592 | 30.46 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 261 | 0.38 | 16 | 6.67 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 27,579 | 5.20 | 1,614 | 17.14 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 105,722 | 3.08 | 6,622 | 10.33 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 4,598 | 11.90 | 288 | 16.60 | ||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,164 | 1,203.61 | 130 | 1,525.00 | ||||
2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 665 | 36.27 | 40 | 69.57 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,068 | 67 | ||||||
2025-07-08 | 13F | GK财富管理有限责任公司 | 4,790 | 300 | ||||||
2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -176,575 | 118.54 | -11,061 | 133.93 | |||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 133,878 | 0.52 | 8,386 | 7.61 | ||||
2025-07-10 | 13F | 巴德尔银行 | 11,025 | 682 | ||||||
2025-08-28 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 20,645 | 1,293 | ||||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 664,831 | 881.85 | 41,645 | 951.11 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 65,766 | 54.68 | 4,120 | 65.55 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 7,807 | 2.35 | 489 | 22.25 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 1,447,997 | 28.16 | 90,703 | 37.18 | ||||
2025-07-25 | 13F | 航点财富顾问 | 5,007 | 314 | ||||||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 3,643 | 228 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 62,155 | 24.94 | 3,893 | 33.73 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 4,364 | 23.14 | 273 | 31.88 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Put | 61,100 | 409.17 | 3,827 | 445.16 | |||
2025-08-14 | 13F | 法国巴黎银行 | 3,353 | 198.04 | 209 | 220.00 | ||||
2025-07-15 | 13F | 密苏里信托投资公司 | 86 | 5 | ||||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 95,661 | 1.97 | 5,992 | 9.14 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 227,099 | 0.50 | 14,225 | 7.58 | ||||
2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 113,244 | 7,094 | ||||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 188,416 | 10.56 | 11,328 | 36.47 | ||||
2025-08-14 | 13F | 图标财富顾问有限责任公司 | 8,302 | 17.76 | 520 | 26.21 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 167 | 10 | ||||||
2025-08-13 | 13F | 克莱雷资产管理公司 | 3,828 | 0 | ||||||
2025-08-14 | 13F | 霍华德休斯医学院 | 151 | 9 | ||||||
2025-08-13 | 13F | 安盟资产管理公司 | 19,578 | 131.64 | 1,208 | 147.03 | ||||
2025-07-09 | 13F | 网关投资顾问有限公司 | 444,729 | 1.84 | 27,858 | 9.01 | ||||
2025-08-14 | 13F | 明治安田生命保险公司 | 10,295 | 645 | ||||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 44,054 | 5.14 | 2,760 | 12.57 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 227,952 | 2.69 | 14,279 | 9.92 | ||||
2025-08-14 | 13F | Point72香港有限公司 | 76,804 | 870.36 | 4,811 | 939.09 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 18,680,424 | 4.14 | 1,165,292 | 11.37 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 36,365 | 12.21 | 2,278 | 20.09 | ||||
2025-06-26 | NP | 克拉夫全球机会基金 | Short | -23,541 | -37.06 | -1,415 | -22.30 | |||
2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 18,762 | 1.91 | 1,200 | 19.18 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 10,031 | 10.99 | 628 | 18.94 | ||||
2025-07-16 | 13F | 财富财务顾问有限责任公司 | 26,683 | 1.44 | 1,671 | 8.58 | ||||
2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 20,170 | 0.95 | 1,263 | 5.34 | ||||
2025-08-12 | 13F | 保德信金融公司 | 466,835 | 29.37 | 29,243 | 38.48 | ||||
2025-08-04 | 13F | 精明顾问公司 | 4,927 | 28.17 | 309 | 37.50 | ||||
2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 3,450 | 216 | ||||||
2025-07-15 | 13F | 阿米斯顾问有限公司 | 4,029 | 237 | ||||||
2025-08-11 | 13F | 野村资产管理有限公司 | 269,952 | 3.30 | 16,910 | 10.57 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 3,349 | 57.53 | 201 | 95.15 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 4,125,602 | 1.67 | 258,428 | 8.83 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 11,184 | 16.66 | 672 | 44.21 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 7,000 | 438 | |||||
2025-08-26 | NP | 机构投资策略基金 | 47 | 11.90 | 3 | 0.00 | ||||
2025-08-01 | 13F | 澳大利亚超级有限公司 | 2,507,393 | 157,063 | ||||||
2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 237 | 15 | ||||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 36,209 | 79.65 | 2,268 | 92.37 | ||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 48,174 | 8.43 | 2,347 | 2.67 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 14,400 | 902 | |||||
2025-08-14 | 13F | 卡玛达财务顾问有限责任公司 | 17,203 | 1,078 | ||||||
2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 662,959 | 41,528 | ||||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 3,786,207 | 7.14 | 237,143 | 14.68 | ||||
2025-08-06 | 13F | 荷兰集团 | 127,784 | 193.33 | 8,004 | 214.01 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 756,433 | 0.74 | 47,383 | 7.84 | ||||
2025-07-28 | NP | VCGAX - 成长与收益基金 | 8,873 | 71.03 | 567 | 100.35 | ||||
2025-07-29 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 28,663 | 32.99 | 1,833 | 55.65 | ||||
2025-07-25 | 13F | CWM有限公司 | 103,550 | 481.97 | 6 | 500.00 | ||||
2025-08-13 | 13F | StoneX集团公司 | 6,899 | 432 | ||||||
2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 25,512 | 5.04 | 1,598 | 12.46 | ||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 21,639 | 0.73 | 1,301 | 24.28 | ||||
2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 15 | 400.00 | 1 | |||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 229,999 | 2.51 | 14,407 | 9.73 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 2,209,500 | 7.40 | 138,403 | 14.97 | ||||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 3,673 | 230 | ||||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 123,365 | 2.00 | 7,417 | 25.89 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 4,201 | 3.02 | 263 | 10.50 | ||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 60 | 4 | ||||||
2025-08-15 | 13F/A | 乐天证券公司 | 2 | 0 | ||||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 710 | 45 | ||||||
2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 4,483 | 281 | ||||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 7,473 | 468 | ||||||
2025-08-13 | 13F | 第一生命保险株式会社 | 28,658 | 20.12 | 1,795 | 28.58 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 2,905 | 0.17 | 182 | 7.10 | ||||
2025-08-14 | 13F | 富国银行/百万 | 1,135,641 | 30.95 | 71,137 | 40.17 | ||||
2025-04-14 | 13F | 摄政峰财富顾问有限责任公司 | 4,464 | 13.41 | 261 | 26.70 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 24 | 2 | ||||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 4,335 | 272 | ||||||
2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 3,064,667 | 1,778.46 | 191,971 | 1,910.79 | ||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 26,450,305 | 1.48 | 1,656,847 | 108,545.70 | ||||
2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 93,881 | 241.96 | 5,881 | 266.13 | ||||
2025-08-14 | 13F | 法灵顿资本有限公司 | 6,236 | 391 | ||||||
2025-08-28 | NP | 景顺Qqq信托,系列1 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 | 20,122,160 | 0.40 | 1,260,452 | 7.47 | ||||
2025-06-25 | NP | FSTA - 富达 MSCI 必需消费品指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 345,554 | 7.54 | 20,775 | 32.72 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 130,800 | 25.53 | 8,193 | 34.38 | |||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 8,642 | 541 | ||||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 450,840 | 1.15 | 28,241 | 8.27 | ||||
2025-07-28 | NP | UGE - ProShares 超级消费品 | 3,021 | 97.97 | 193 | 132.53 | ||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 2,153 | 4.41 | 135 | 11.67 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 1,809,133 | 1.80 | 113 | 8.65 | ||||
2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 416,279 | 25.28 | 26,076 | 34.10 | ||||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 2,169 | 2,998.57 | 139 | -4,700.00 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 1 | 0 | ||||||
2025-07-14 | 13F | 西方资产管理有限责任公司 | 10,354 | 50.67 | 649 | 61.19 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 20,216 | 84.10 | 1,266 | 97.20 | ||||
2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 12,962 | 509.40 | 812 | 554.03 | ||||
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 | 173,107 | 6.31 | 11,070 | 24.41 | ||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 20,536 | 33.23 | 1,286 | 42.57 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 246 | 1.23 | 15 | 7.14 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 366 | 165.22 | 23 | 175.00 | ||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 6,867 | 49.09 | 430 | 59.85 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 15,366 | 2.19 | 963 | 8.09 | ||||
2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 6,909 | 12.01 | 433 | 20.00 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 19,017 | 42.11 | 1,191 | 52.11 | ||||
2025-08-13 | 13F | 资本研究全球投资者 | 2,936,491 | 35.38 | 183,915 | 44.91 | ||||
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 | 413,670 | 4.37 | 25,912 | 11.72 | ||||
2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 5,283 | 331 | ||||||
2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 374,980 | 11,505.69 | 23,489 | 12,327.51 | ||||
2025-08-01 | 13F | SYM金融公司 | 12,699 | 89.99 | 795 | 103.32 | ||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 698,968 | 4.63 | 44,699 | 22.44 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 199,116 | 0.56 | 12,473 | 7.64 | ||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 294,589 | 12.97 | 18,839 | 32.19 | ||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 242 | 14 | ||||||
2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 1,590 | 100 | ||||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 12,023 | 4.98 | 742 | 11.93 | ||||
2025-08-11 | 13F | 独立顾问联盟 | 18,370 | 277.28 | 1,151 | 304.93 | ||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 4,382 | 116.29 | 274 | 132.20 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 6,947 | 54.04 | 418 | 90.41 | ||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 88,558 | 4.77 | 6 | 25.00 | ||||
2025-08-14 | 13F | 农林中金银行 | 70,145 | 6.11 | 4,394 | 13.57 | ||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 106 | 7 | ||||||
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 | 1,007,030 | 8.66 | 64,400 | 27.15 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 29,812 | 1.89 | 1,792 | 25.75 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 45 | 3 | ||||||
2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 192 | 12 | ||||||
2025-07-03 | 13F | 贤者资本顾问有限公司 | 3,622 | 227 | ||||||
2025-08-08 | 13F | 基石顾问有限责任公司 | 106,700 | 43.03 | 6,684 | 53.10 | ||||
2025-07-15 | 13F | 诺登集团有限公司 | 7,958 | 85.20 | 498 | 98.41 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 14,005 | 74.89 | 829 | 71.07 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 30,577 | 5.13 | 1,915 | 12.51 | ||||
2025-07-18 | 13F | 九十一英国有限公司 | 8,944,479 | 4.91 | 560,282 | 12.30 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 230,516 | 24.69 | 14,440 | 33.47 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 237 | 15 | ||||||
2025-07-31 | 13F | 三井住友信托控股公司 | 1,859,273 | 1.99 | 116,465 | 9.17 | ||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 58,465 | 3,662 | ||||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 21,976,489 | 2.15 | 1,376,607 | 9.34 | ||||
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 | 1,363 | 175.91 | 85 | 203.57 | ||||
2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国增长基金 3 级 | 431 | 1.89 | 27 | 8.33 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 392,900 | 2.24 | 20,966 | 0.71 | ||||
2025-07-16 | 13F | 美国国家银行 | 2,562 | 0.87 | 160 | 8.11 | ||||
2025-08-08 | 13F | 国民年金服务 | 1,065,795 | 0.77 | 66,761 | 7.87 | ||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 2,761 | 173 | ||||||
2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 54,772 | 3.55 | 3,431 | 9.87 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 107 | 122.92 | 7 | 200.00 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 470 | 51.13 | 29 | 61.11 | ||||
2025-08-25 | NP | LRGE - ClearBridge 大盘成长 ESG ETF This fund is a listed as child fund of Clearbridge, 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 | 95,355 | 1.99 | 5,973 | 9.18 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 95,245 | 247.04 | 6 | 400.00 | ||||
2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 3,335 | 209 | ||||||
2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 4,650 | 291 | ||||||
2025-08-14 | 13F | 信托信托公司 | 27,504 | 4.52 | 1,723 | 11.89 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 15,583 | 203.29 | 976 | 225.33 | ||||
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 | 705,256 | 3.36 | 45,101 | 20.95 | ||||
2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 7,283 | 294.96 | 466 | 185.28 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 404,566 | 100.23 | 25,342 | 114.34 | ||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 945,680 | 24.72 | 60,476 | 45.95 | ||||
2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 1,541 | 99 | ||||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 48,426 | 36.76 | 3,033 | 46.38 | ||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 33,070 | 2,072 | ||||||
2025-08-07 | 13F | 米德资产管理公司 | 110 | 10.00 | 7 | 20.00 | ||||
2025-08-13 | 13F | Virtus 投资顾问公司 | 23,620 | 1,480 | ||||||
2025-08-14 | 13F | 原子金融集团有限公司 | 11,932 | 26.80 | 747 | 35.82 | ||||
2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 5,648 | 361 | ||||||
2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 18,163 | 199.57 | 1,138 | 221.19 | ||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 10,955 | 686 | ||||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 93,207 | 0.69 | 5,838 | 7.77 | ||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 76,781 | 68.91 | 4,810 | 80.79 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 325,863 | 0.76 | 20 | 11.11 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 460,883 | 3.32 | 27,708 | 27.52 | ||||
2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 900,862 | 13.77 | 57,610 | 33.13 | ||||
2025-08-08 | 13F | KBC 集团 | 465,164 | 318.71 | 29 | 383.33 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 17 | 1 | ||||||
2025-08-08 | 13F | Mv 资本管理公司 | 421 | 11.67 | 26 | 18.18 | ||||
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 | 9,740 | 157.20 | 610 | 176.02 | ||||
2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 21 | 1 | ||||||
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 | 31,625 | 584.97 | 1,981 | 633.33 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 24,298 | 46.59 | 1,522 | 56.91 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 718 | 17.32 | 45 | 25.71 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 69,400 | 23.27 | 4,347 | 31.97 | |||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 222 | 7.25 | 14 | 27.27 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 7,192 | 9.58 | 450 | 17.19 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 122,400 | 36.15 | 7,667 | 45.76 | |||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 604 | 38 | ||||||
2025-08-14 | 13F | 阳光地带证券公司 | 49 | 96.00 | 3 | 100.00 | ||||
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 | 376,159 | 0.30 | 24,055 | 17.36 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 1,248 | 77.78 | 78 | 90.24 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,174 | 63.06 | 74 | 73.81 | ||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 824 | 2.49 | 52 | 8.51 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 6,186 | 60.72 | 372 | 98.40 | ||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 3,227 | 202 | ||||||
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 | 85,761 | 7.13 | 5,484 | 25.35 | ||||
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 | 48,166 | 5.18 | 2,896 | 29.82 | ||||
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 | 1,799,351 | 14.85 | 108,177 | 41.76 | ||||
2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 14,666 | 42.73 | 919 | 52.75 | ||||
2025-08-11 | 13F | Mach-1 金融集团有限公司 | 6,771 | 424 | ||||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 56,428 | 3,535 | ||||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 6,652 | 23.85 | 417 | 32.48 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 57,017 | 5.50 | 3,572 | 12.93 | ||||
2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 5,016 | 0.04 | 314 | 7.17 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 9,800 | 172.22 | 614 | 191.90 | |||
2025-07-28 | NP | ZGFAX-美国Beacon Ninety One全球特许经营基金Y类 | 132,695 | 8.74 | 8,486 | 27.25 | ||||
2025-08-12 | 13F | 英国保诚集团 | 108,930 | 76.36 | 6,823 | 88.79 | ||||
2025-07-10 | 13F | 卡德罗克资本管理公司 | 65,638 | 19.85 | 4,112 | 28.27 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 6,306,510 | 43.08 | 395,040 | 53.15 | ||||
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 | 43 | 22.86 | 3 | 100.00 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 163 | 1,711.11 | 0 | |||||
2025-08-14 | 13F | 德肖公司 | 1,019,427 | 6.44 | 63,857 | 13.93 | ||||
2025-08-14 | 13F | 瑞银集团 | Put | 408,900 | 5.60 | 25,613 | 13.04 | |||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 237,712 | 35.35 | 14,890 | 44.87 | ||||
2025-08-06 | 13F/A | 三线真财富管理有限公司 | 3,202 | 201 | ||||||
2025-08-13 | 13F | 麦肯齐金融公司 | 329,101 | 47.57 | 20,615 | 57.95 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 60,992 | 19.97 | 3,821 | 28.40 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理大盘增长基金 I 类 | 107,550 | 97.66 | 6,737 | 133.81 | ||||
2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 7,425 | 35.99 | 465 | 45.77 | ||||
2025-08-14 | 13F | 戴维森·肯普纳资本管理公司 | 755,000 | 43.81 | 47,293 | 53.93 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 12,573 | 6.21 | 788 | 13.73 | ||||
2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 87,568 | 38.35 | 5,265 | 70.74 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 668,486 | 2.32 | 41,874 | 9.52 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 5,276 | 28.97 | 330 | 38.08 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 3,232 | 202 | ||||||
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 | 4,794 | 13.47 | 300 | 21.46 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 441 | 28 | ||||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 826,923 | 33.49 | 52 | 41.67 | ||||
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 | 256,681 | 11.99 | 16,415 | 31.05 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 4,288 | 40.87 | 269 | 50.56 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 60,640 | 21.42 | 3,878 | 42.07 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 6,081 | 24.33 | 381 | 32.87 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 18 | 200.00 | 1 | |||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 3,440 | 215 | ||||||
2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 8,912 | 54.00 | 570 | 80.06 | ||||
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 | 22,146 | 35.33 | 1,387 | 44.93 | ||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 5,027 | 39.95 | 315 | 49.52 | ||||
2025-06-25 | NP | FXG - First Trust 必需消费品 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 81,344 | 21.07 | 4,890 | 41.49 | ||||
2025-08-26 | NP | GGEYX - 机构成长股票基金 | 171,493 | 95.49 | 10,742 | 109.27 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 218,895 | 3.86 | 13,712 | 11.16 | ||||
2025-07-23 | 13F | 钢峰财富管理有限公司 | 28,472 | 1,783 | ||||||
2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 14,402 | 17.07 | 921 | 37.05 | ||||
2025-04-23 | 13F | JCIC资产管理公司 | 18 | 1 | ||||||
2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 3,143,873 | 42.93 | 196,932 | 52.99 | ||||
2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 98,735 | 6,185 | ||||||
2025-07-17 | 13F | 主帆金融集团有限责任公司 | 24,961 | 2.09 | 1,471 | 2.87 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 2,829 | 68.90 | 177 | 80.61 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 15 | 114.29 | 1 | |||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 307,627 | 4.35 | 19,270 | 11.70 | ||||
2025-07-10 | 13F | 长板资产管理有限公司 | 4,584 | 287 | ||||||
2025-08-12 | 13F | 熵技术有限公司 | 93,086 | 5,831 | ||||||
2025-08-14 | 13F | Xponance公司 | 215,979 | 42.59 | 13,529 | 52.62 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 86,593 | 24.03 | 5,424 | 32.78 | ||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 139,235 | 116.70 | 8,722 | 131.94 | ||||
2025-08-14 | 13F | 曼氏集团 | 1,955,237 | 3.21 | 122,476 | 10.47 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 553 | 647.30 | 35 | 750.00 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 325 | 11.68 | 0 | |||||
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 | 1,019 | 65.69 | 64 | 80.00 | ||||
2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 24,231 | 1,550 | ||||||
2025-08-04 | 13F | 俄亥俄州 | 201,520 | 27.50 | 12,623 | 36.48 | ||||
2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 976,012 | 1.50 | 61,137 | 8.87 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 18,900 | 441.55 | 1,184 | 479.90 | ||||
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 | 61,191 | 5.96 | 3,679 | 30.75 | ||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 457 | 6.78 | 29 | 26.09 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 14,957 | 0.97 | 937 | 8.08 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 3,766 | 232 | ||||||
2025-07-09 | 13F | 捷克国家银行 | 171,664 | 6.74 | 10,753 | 14.26 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 3,376 | 211 | ||||||
2025-07-10 | 13F | 韦蒙特私人资本 | 14,333 | 21.10 | 854 | 23.98 | ||||
2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 3,265 | 205 | ||||||
2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 5,919 | 371 | ||||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 10,699 | 8.23 | 684 | 26.67 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 13,039 | 73.18 | 817 | 85.45 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 328,610 | 159.24 | 20,584 | 177.52 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 421,700 | 70.32 | 26,415 | 82.31 | |||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 13,134 | 19.66 | 823 | 28.04 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 22,150 | 36.27 | 1,296 | 51.76 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 826,500 | 109.98 | 51,772 | 124.77 | |||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 30,235 | 1.81 | 1,894 | 8.98 | ||||
2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 5,774 | 362 | ||||||
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 | 1,798 | 11.75 | 115 | 31.03 | ||||
2025-08-08 | 13F | 创意策划 | 125,784 | 31.28 | 7,879 | 40.52 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 797,504 | 2.71 | 49,956 | 9.94 | ||||
2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 3,740 | 234 | ||||||
2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 173,377 | 30.59 | 11,087 | 52.82 | ||||
2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 43,800 | 204.00 | 2,744 | 225.39 | ||||
2025-07-22 | 13F | 广发基金管理有限公司 | 194,232 | 3.48 | 12,167 | 10.76 | ||||
2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 4,671 | 26.11 | 293 | 35.19 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 365,130 | 24.33 | 23 | 29.41 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 210,594 | 1.94 | 13,192 | 9.12 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 52 | 3 | ||||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 4,084 | 10.26 | 256 | 18.06 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 17,112 | 5.08 | 1,072 | 12.50 | ||||
2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 4,697 | 6.10 | 294 | 13.51 | ||||
2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 30,320 | 1,899 | ||||||
2025-08-08 | 13F | 贝拉德公司 | 20,106 | 0.11 | 1,259 | 7.15 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 138,914 | 9.51 | 8,702 | 17.22 | ||||
2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,009 | 190.02 | 662 | 259.24 | ||||
2025-08-14 | 13F | 索恩资本管理有限公司 | 253,786 | 15,897 | ||||||
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 | 2,917,071 | 9.91 | 186,547 | 28.62 | ||||
2025-08-14 | 13F | 采石场LP | 5,218 | 1,471.69 | 327 | 1,615.79 | ||||
2025-08-08 | 13F | 多诺霍福林有限责任公司 | 43,178 | 2,705 | ||||||
2025-08-12 | 13F | 指娱天地管理有限公司 | 6,297 | 1.17 | 394 | 8.24 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 82,553 | 10.15 | 5,171 | 17.92 | ||||
2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 3,692 | 231 | ||||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 16,134 | 2.44 | 1,011 | 9.66 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 26,030 | 21.66 | 1,631 | 30.19 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 25,642 | 19.64 | 1,606 | 28.07 | ||||
2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 19,659 | 610.48 | 1,182 | 781.34 | ||||
2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 12,282 | 769 | ||||||
2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 4,824 | 1,073.72 | 290 | 1,350.00 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 1,942,695 | 31.78 | 121,640 | 41.03 | ||||
2025-08-06 | 13F | 方正金融证券有限公司 | 14,509 | 0.43 | 909 | 7.46 | ||||
2025-08-01 | 13F | 威廉·艾伦有限公司 | 38,877 | 25.39 | 2,435 | 34.23 | ||||
2025-08-14 | 13F | 山顶控股公司 | 10,386 | 5.75 | 651 | 13.24 | ||||
2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 626,742 | 2.91 | 39,259 | 10.16 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 145 | 9 | ||||||
2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 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 | 209,891 | 0.42 | 12,619 | 23.94 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 8,870 | 97.95 | 556 | 111.83 | ||||
2025-08-14 | 13F | 道富银行 | 34,929,818 | 2.65 | 2,188,004 | 9.87 | ||||
2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 142,839 | 93.07 | 8,587 | 138.33 | ||||
2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 2,295,835 | 34.58 | 143,811 | 44.06 | ||||
2025-07-29 | NP | VCSAX - 先锋消费必需品指数基金 Admiral Shares | 2,306,391 | 2.74 | 147,494 | 20.22 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 16,902 | 159.07 | 1,059 | 177.69 | ||||
2025-08-13 | 13F | 第1832章 | 55,517 | 5.66 | 3,478 | 13.11 | ||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 29,756 | 8.10 | 1,864 | 15.71 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 26,160 | 0.60 | 1,639 | 7.69 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 124,189 | 3.37 | 7,779 | 10.69 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 597,634 | 41.26 | 37,436 | 51.21 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 293,600 | 250.78 | 18,391 | 275.48 | |||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | 52,446 | 3,285 | ||||||
2025-07-21 | 13F | ASR资产管理公司 | 42,717 | 9.98 | 2,676 | 17.74 | ||||
2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 90,678 | 0.19 | 5,799 | 17.23 | ||||
2025-08-12 | 13F | 德意志银行\ | 4,379,773 | 14.30 | 274,349 | 22.34 | ||||
2025-08-14 | 13F | 安盛公司 | 595,790 | 0.66 | 37,320 | 7.75 | ||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 18,231 | 385.38 | 1,142 | 421.00 | ||||
2025-08-14 | 13F | 达美全球管理有限公司 | 39,457 | 2,472 | ||||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,490 | 13.39 | 93 | 22.37 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 435 | 8.75 | 27 | 17.39 | ||||
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 | 307,323 | 816.12 | 19,251 | 880.64 | ||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 11,424 | 19.70 | 1 | |||||
2025-05-27 | NP | IWX - iShares Russell 价值 200 强 ETF | 26,865 | 29.73 | 1,572 | 44.49 | ||||
2025-07-18 | 13F | 帕森斯资本管理公司/ri | 3,218 | 202 | ||||||
2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 16,986 | 1.03 | 1,064 | 8.35 | ||||
2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 22,628 | 87.68 | 1,360 | 105.13 | ||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 243,092 | 1.93 | 15,227 | 9.11 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 27,604 | 0.58 | 1,729 | 7.66 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 59,896 | 96.72 | 3,752 | 110.61 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 42,856 | 2.39 | 2,508 | 14.01 | ||||
2025-07-15 | 13F | BNC 财富管理有限公司 | 42,548 | 2,665 | ||||||
2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 15,572 | 38.43 | 996 | 62.05 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 47,689 | 13.57 | 2,987 | 21.57 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 659,981 | 2.01 | 40,727 | 8.80 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 637 | 10.98 | 38 | 40.74 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 3,420 | 6.84 | 206 | 32.26 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 40,487 | 60.98 | 2,536 | 74.30 | ||||
2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 193,613 | 2.17 | 12,382 | 19.55 | ||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 2,056 | 1.53 | 131 | 19.09 | ||||
2025-08-07 | 13F | STF管理有限合伙人 | 14,999 | 2.52 | 940 | 9.70 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 6,628 | 502.55 | 398 | 650.94 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 9,152 | 81.73 | 585 | 112.73 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 20,400 | 1,278 | |||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 446 | 1,338.71 | 28 | 2,600.00 | ||||
2025-06-26 | NP | 克拉夫全球股票基金 | Short | -13,300 | -37.26 | -800 | -22.58 | |||
2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 51 | 13.33 | 3 | 50.00 | ||||
2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 60,180 | 13.77 | 3,770 | 21.78 | ||||
2025-07-24 | 13F | PDS 规划公司 | 5,554 | 14.56 | 348 | 22.61 | ||||
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 | 295,556 | 28.81 | 17,769 | 38.28 | ||||
2025-08-14 | 13F | 韦斯资产管理有限公司 | 21,920 | 1,373 | ||||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 18,364 | 13.24 | 1,174 | 32.51 | ||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 296 | 3.50 | 19 | 12.50 | ||||
2025-08-05 | 13F | iA全球资产管理公司 | 157,381 | 26.04 | 10 | 28.57 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 193,153 | 8.29 | 11,612 | 33.66 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 52,407 | 710.63 | 3,283 | 768.25 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 13,120 | 1.43 | 822 | 8.60 | ||||
2025-06-26 | NP | TADAX - 泛美美国增长 A | 386,978 | 14.02 | 23,265 | 40.74 | ||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 79 | 71.74 | 5 | 100.00 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 15,621 | 21.80 | 979 | 30.40 | ||||
2025-07-18 | 13F | 美国金融组合公司 | 44,368 | 2,779 | ||||||
2025-08-12 | 13F | 动态技术实验室私人有限公司 | 39,881 | 109.89 | 2,498 | 124.64 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 7,332 | 31.02 | 459 | 40.37 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 530,030 | -763.60 | 33,201 | -810.33 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 130,600 | 120.61 | 8 | 166.67 | |||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 79,900 | 14.96 | 5 | 25.00 | |||
2025-09-04 | 13F/A | 顾问集团控股公司 | 195,874 | 28.59 | 12,189 | 36.74 | ||||
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 | 8,274 | 17.25 | 529 | 37.40 | ||||
2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 133,252 | 1.65 | 8,347 | 8.80 | ||||
2025-07-23 | 13F | 高注财富有限责任公司 | 2 | 0 | ||||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 8 | 1 | ||||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 125,700 | 7,874 | ||||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 154 | 10 | ||||||
2025-08-13 | 13F | 宽博科技有限公司 | 109,570 | 176.34 | 6,863 | 195.82 | ||||
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 | 4,522 | 1.92 | 272 | 25.46 | ||||
2025-08-11 | 13F | 领头羊顾问有限责任公司 | 609 | 137.89 | 38 | 171.43 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 52,659 | 29.62 | 3 | 50.00 | ||||
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 | 319,981 | 1.25 | 19,237 | 24.97 | ||||
2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 114,299 | 6,872 | ||||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 7,347 | 17.76 | 460 | 26.03 | ||||
2025-08-12 | 13F | MAI资本管理 | 4,472 | 41.92 | 280 | 52.17 | ||||
2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 1,789 | 6.42 | 114 | 25.27 | ||||
2025-08-18 | 13F | Onefund有限责任公司 | 1,913 | 0 | ||||||
2025-08-14 | 13F | 第一资产管理有限公司 | 33,448 | 2,064 | ||||||
2025-08-14 | 13F | 桥前资本有限责任公司 | 9,733 | 610 | ||||||
2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 2,025,109 | 7.93 | 126,853 | 15.53 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 879 | 55 | ||||||
2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 587,535 | 19.36 | 35,323 | 47.32 | ||||
2025-08-12 | 13F | 创始者有限公司 | 5,302 | 332 | ||||||
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 | 5,303 | 0.63 | 339 | 17.71 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 48,533 | 3,040 | ||||||
2025-05-15 | 13F | 乐天投资管理公司 | 100,354 | 5,806 | ||||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 10,398 | 7.66 | 625 | 32.98 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 1,020,624 | 1.07 | 63,932 | 8.18 | ||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 17,725 | 3.30 | 1,110 | 10.56 | ||||
2025-07-24 | 13F | 德国商业银行股份公司 /fi | 68,714 | 160.93 | 4 | 300.00 | ||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 57,257 | 13.22 | 3,587 | 21.19 | ||||
2025-07-28 | 13F | 港口投资公司 | 813 | 17.83 | 51 | 25.00 | ||||
2025-08-04 | 13F | 联合银行 | 168,304 | 12.63 | 11 | 25.00 | ||||
2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 356,913 | 57.22 | 21,458 | 94.04 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 303,530 | 85.12 | 19,013 | 98.16 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 28,417 | 10.65 | 1,708 | 36.64 | ||||
2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 59,113 | 723.42 | 3,703 | 781.43 | ||||
2025-07-29 | 13F | 积极财富管理 | 145 | 5.07 | 9 | 12.50 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 17,784 | 2.09 | 1,069 | 26.06 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 2,159 | 1,320.39 | 138 | 1,625.00 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 2,333 | 104.29 | 149 | 140.32 | ||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 190 | 77.57 | 12 | 83.33 | ||||
2025-08-13 | 13F | M&T银行公司 | 52,662 | 2.63 | 3,299 | 9.82 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 7,348 | 4.40 | 460 | 11.92 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 4,803 | 13.68 | 301 | 21.46 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 865 | 35.58 | 54 | 45.95 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,647 | 0.98 | 103 | 8.42 | ||||
2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 5,339 | 0.26 | 334 | 7.40 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 16,479 | 3.86 | 1,032 | 11.21 | ||||
2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 4,737 | 75.44 | 285 | 116.79 | ||||
2025-08-15 | NP | BWLAX - American Beacon Bridgeway 大盘价值基金 A 类 | 27,200 | 1,704 | ||||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 8,410,057 | 15.55 | 526,806 | 23.69 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 73 | 386.67 | 5 | |||||
2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 14,400 | 902 | ||||||
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 | 52,716 | 3.42 | 3,371 | 21.04 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 5,557 | 0.23 | 348 | 7.41 | ||||
2025-07-07 | 13F | OMNI 360 财富公司 | 5,833 | 365 | ||||||
2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 131,057 | 16.29 | 8,209 | 24.47 | ||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 7,650 | 8.07 | 489 | 26.68 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 53,555 | 0.58 | 3,355 | 7.67 | ||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 336,439 | 672.66 | 21,377 | 731.79 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 41,479 | 131.88 | 2,598 | 148.37 | ||||
2025-08-13 | 13F | 景顺有限公司 | 10,983,411 | 19.98 | 688,001 | 28.43 | ||||
2025-06-18 | NP | NWFAX - 全国基金A类 | 25,495 | 0.79 | 1,533 | 15.02 | ||||
2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 2,331 | 14.15 | 140 | 41.41 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 138,238 | 8,311 | ||||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 11,517 | 721 | ||||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 2,564,882 | 11.24 | 160,664 | 19.07 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 21,988 | 11.49 | 1,377 | 19.32 | ||||
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 | 7,944 | 11.78 | 498 | 33.24 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 140,649 | 335.81 | 8,810 | 366.63 | ||||
2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 1,972 | 119 | ||||||
2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 1,983 | 7.31 | 119 | 32.22 | ||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 2,217 | 22.42 | 133 | 51.14 | ||||
2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 1,306 | 10.03 | 79 | 36.84 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 10,578 | 100.91 | 663 | 114.94 | ||||
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 | 10,705 | 46.40 | 644 | 80.62 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 16,579 | 3.05 | 1,039 | 10.31 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 14,100 | 883 | ||||||
2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 39,244 | 2,458 | ||||||
2025-08-08 | 13F | 公民金融集团公司/ri | 5,467 | 55.71 | 342 | 66.83 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 90,245 | 2.07 | 5,653 | 9.24 | ||||
2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 110,842 | 8.76 | 6,664 | 34.23 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 8,959 | 0.89 | 561 | 8.09 | ||||
2025-08-05 | 13F | 机械资本公司 | 30,021 | 1,881 | ||||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 63 | 4 | ||||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 318,809 | 1.90 | 19,970 | 9.08 | ||||
2025-08-14 | 13F | 福帆资本有限责任公司 | 8,580 | 537 | ||||||
2025-08-13 | 13F | 特贾拉资本有限公司 | 15,800 | 990 | ||||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 6,984 | 1.01 | 416 | 2.47 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 28,653 | 1,344.20 | 1,795 | 1,446.55 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 150,672 | 0.13 | 9,438 | 7.19 | ||||
2025-08-08 | 13F | 维斯特科公司 | 59,725 | 327.77 | 4 | |||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 8,496 | 218.92 | 532 | 243.23 | ||||
2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 385 | 10.95 | 24 | 20.00 | ||||
2025-07-28 | NP | VCULX - 成长基金 | 8,125 | 62.76 | 520 | 90.81 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 19,930,770 | 2.44 | 1,248,463 | 9.65 | ||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 4,223 | 4.50 | 270 | 22.73 | ||||
2025-07-30 | 13F | 达戴维森公司 | 3,775 | 236 | ||||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 24,814 | 398.67 | 1,554 | 434.02 | ||||
2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 64,897 | 13.01 | 4,065 | 20.98 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 61,378 | 3,845 | ||||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 160,980 | 0.18 | 10,084 | 7.23 | ||||
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 | 1,323 | 14.94 | 80 | 41.07 | ||||
2025-07-29 | 13F | 有志者有限公司 | 4,649 | 291 | ||||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 13,643 | 113.01 | 855 | 128.34 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 180,288 | 23.37 | 11,293 | 32.07 | ||||
2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 2,619 | 16.40 | 164 | 25.19 | ||||
2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 6,397 | 401 | ||||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 11,437 | 0.18 | 675 | 2.43 | ||||
2025-07-15 | 13F | 第五第三银行 | 268,371 | 0.76 | 16,811 | 7.85 | ||||
2025-08-13 | 13F | 吉布斯财富管理 | 9,691 | 607 | ||||||
2025-07-15 | 13F | 财务管理专业人士公司 | 176 | 7.98 | 11 | 22.22 | ||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 110 | 10.00 | 7 | 20.00 | ||||
2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 9,070 | 568 | ||||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 3,689 | 59.42 | 216 | 77.69 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 88,747 | 12.71 | 5,559 | 20.66 | ||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 4,160 | 19.64 | 261 | 28.08 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 7,490 | 469 | ||||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 24 | 1 | ||||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 15,562 | 25.55 | 975 | 34.34 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 28 | 2 | ||||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 2,061 | 4.30 | 129 | 12.17 | ||||
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) | 5,722 | 25.45 | 358 | 34.59 | ||||
2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 中期成长基金机构类 | 12,461 | 729 | ||||||
2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 13 | 62.50 | 1 | |||||
2025-08-11 | 13F | Martingale 资产管理公司 | 6,819 | 427 | ||||||
2025-08-14 | 13F/A | 巴克莱银行 | 7,173,176 | 0.69 | 449 | 7.93 | ||||
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 | 121,570 | 2.79 | 7,774 | 20.28 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 574 | 21.35 | 36 | 29.63 | ||||
2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 38,532 | 934.97 | 2,414 | 1,032.86 | ||||
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 | 68,450 | 2.23 | 4,288 | 9.42 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 49,619 | 15.71 | 2,983 | 42.86 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 49,164 | 5.86 | 3,144 | 23.88 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 7,129 | 447 | ||||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 33,945 | 568.34 | 1,994 | 571.38 | ||||
2025-08-14 | 13F | 魁北克储蓄银行 | 1,763,822 | 50.19 | 110,486 | 60.76 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 491 | 9.35 | 31 | 15.38 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 337,030 | 6.76 | 21,112 | 14.27 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 45,600 | 40.74 | 2,856 | 50.63 | |||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 2,660,241 | 0.10 | 167 | 7.10 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 582,615 | 36,495 | ||||||
2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 9,444 | 604 | ||||||
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 | 589,183 | 12.21 | 35,422 | 38.49 | ||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 2,122,500 | 323.74 | 132,953 | 353.58 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 631,008 | 1.36 | 39,526 | 8.49 | ||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 6,125 | 78.73 | 384 | 91.50 | ||||
2025-07-11 | 13F | 附件咨询服务有限责任公司 | 114,175 | 8.86 | 7,152 | 16.52 | ||||
2025-08-13 | 13F | Peloton 财富策略师 | 43,695 | 0.11 | 3 | 0.00 | ||||
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 | 1,125 | 175.06 | 61 | 177.27 | ||||
2025-05-27 | NP | MFADX - Cromwell Marketfield L/S 基金投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 153,933 | 68.44 | 9,642 | 80.29 | ||||
2025-08-19 | 13F | Liontrust Investment Partners LLP | 98,986 | 9.44 | 6,200 | 17.14 | ||||
2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 169 | 10 | ||||||
2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 254 | 26.37 | 16 | 36.36 | ||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 1,078 | 31.14 | 65 | 60.00 | ||||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 70 | 16.67 | 4 | 33.33 | ||||
2025-06-26 | NP | TGWRX - 泛美大型增长 R | 25,123 | 8.23 | 1,510 | 33.63 | ||||
2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 8,042 | 264.39 | 504 | 337.39 | ||||
2025-08-14 | 13F | 淡马锡控股(私人)有限公司 | 126,785 | 7,942 | ||||||
2025-08-20 | NP | RGLO——全球股票主动型ETF | 4,389 | 275 | ||||||
2025-08-14 | 13F | 贝克尔资本管理公司 | 3,261 | 204 | ||||||
2025-08-12 | 13F | 左脑财富管理有限责任公司 | 53,124 | 3,328 | ||||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 86,200 | 49.13 | 5,319 | 59.06 | |||
2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 78,300 | 95.75 | 4,832 | 108.77 | |||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 1,783 | 112 | ||||||
2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 9,235 | 37.43 | 591 | 60.76 | ||||
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 | 145 | 36.79 | 9 | 60.00 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 6,704 | 2.93 | 420 | 9.97 | ||||
2025-06-26 | NP | AWMIX - CIBC Atlas 中盘股票基金机构类别 | 226,628 | 24.96 | 13,625 | 54.22 | ||||
2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 61,342 | 48.98 | 3,842 | 59.49 | ||||
2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 109,655 | 25.54 | 6,869 | 34.38 | ||||
2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 87,139 | 0.40 | 5,458 | 7.46 | ||||
2025-08-21 | NP | MXEBX - Great-West 核心策略:美国股票基金机构类 | 6,148 | 8.78 | 385 | 16.67 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 7,137 | 3.40 | 447 | 10.92 | ||||
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 | 72,245 | 143.82 | 4,525 | 161.11 | ||||
2025-08-08 | 13F | 三菱日联信托银行 | 1,028,569 | 40.66 | 64,430 | 50.56 | ||||
2025-08-22 | NP | 基石总回报基金公司 | 45,900 | 250.38 | 2,875 | 275.33 | ||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 294,106 | 67.01 | 18 | 80.00 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 7,394 | 16.48 | 463 | 24.80 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Janus 专注增长投资组合 1 级 | 178,534 | 10.96 | 10,733 | 36.95 | ||||
2025-08-07 | 13F | 金路德资本管理公司 | 7,984 | 0.36 | 500 | 7.53 | ||||
2025-08-07 | 13F | 英杰华公司 | 1,144,730 | 4,106.25 | 71,706 | 4,404.08 | ||||
2025-07-30 | 13F | 中美财富咨询集团有限公司 | 36 | 2 | ||||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 358 | 23 | ||||||
2025-08-13 | 13F | Westerkirk资本公司 | 10,500 | 658 | ||||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 92,012 | 3.91 | 5,532 | 28.24 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 6,849,036 | 467.03 | 422,996 | 500.68 | ||||
2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 14,078 | 34.26 | 882 | 43.72 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 7,613 | 5.46 | 477 | 12.80 | ||||
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 | 14,279 | 23.60 | 894 | 32.25 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 34,075 | 151.72 | 2,134 | 169.44 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 28,466 | 6.24 | 1,783 | 13.78 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 21,084 | 6.60 | 1,321 | 14.09 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 95 | 6 | ||||||
2025-08-11 | 13F | 先锋集团公司 | 65,360,899 | 0.89 | 4,094,207 | 7.99 | ||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 3,360 | 4.41 | 202 | 29.49 | ||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 9,696 | 18.30 | 607 | 26.72 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 26,269 | 14.80 | 1,645 | 22.85 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 8,092 | 4.87 | 486 | 29.60 | ||||
2025-08-11 | 13F | 中西部专业规划师有限公司 | 10,305 | 0.67 | 646 | 7.68 | ||||
2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 534 | 3.69 | 33 | 6.45 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 4,820 | 11.88 | 302 | 19.44 | ||||
2025-08-19 | 13F | 怀俄明州 | 7,179 | 51.33 | 450 | 62.09 | ||||
2025-08-06 | 13F | 韦德布什证券公司 | 6,344 | 7.54 | 0 | |||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 16,254 | 2.15 | 1,018 | 9.34 | ||||
2025-08-12 | 13F | 瓦德尔联合有限公司 | 6,177 | 387 | ||||||
2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 3,401 | 213 | ||||||
2025-08-20 | NP | LCGNX - William Blair 大盘成长基金 N 类 | 609,180 | 39.68 | 38,159 | 49.51 | ||||
2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 425 | 13.33 | 26 | 38.89 | ||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 493,155 | 830.11 | 30,891 | 895.84 | ||||
2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 6,309 | 0.45 | 395 | 7.63 | ||||
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 | 1,554,576 | 0.65 | 93,461 | 24.22 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 36,958 | 205.59 | 2,315 | 227.44 | ||||
2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 185,152 | 11,598 | ||||||
2025-08-12 | 13F | Nuveen有限责任公司 | 8,495,705 | 0.00 | 532,171 | 7.04 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 74,201 | 5.28 | 4,648 | 12.68 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 22,061 | 1,382 | ||||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 10,936 | 373.62 | 685 | 407.41 | ||||
2025-08-08 | 13F | 道明资本管理有限公司 | 317 | 692.50 | 20 | 850.00 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 88,909 | 1.87 | 5,569 | 9.05 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 9,703 | 6.65 | 608 | 14.10 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 359,475 | 8.76 | 22,518 | 16.42 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 12,678 | 6.23 | 794 | 13.75 | ||||
2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 1,380,946 | 3.05 | 86,502 | 10.30 | ||||
2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 14,408 | 31.58 | 903 | 40.94 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | 35,504 | 170.44 | 2,224 | 189.45 | ||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 3,218 | 202 | ||||||
2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 196 | 7.69 | 12 | 37.50 | ||||
2025-07-14 | 13F | 银行家有限责任公司 | 14,676 | 4.60 | 919 | 11.94 | ||||
2025-08-12 | 13F | Ci投资公司 | 3,233 | 32.55 | 0 | |||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 126 | 447.83 | 8 | 600.00 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 114,763 | 3.37 | 7,339 | 20.97 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 11,634 | 729 | ||||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 98,500 | 154.52 | 6,170 | 172.53 | |||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 39,800 | 25.55 | 2,493 | 34.39 | |||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 43,379 | 1.02 | 2,717 | 8.12 | ||||
2025-08-11 | 13F | 启发顾问有限责任公司 | 26,759 | 169.34 | 1,676 | 188.47 | ||||
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 | 727 | 11.85 | 44 | 38.71 | ||||
2025-08-14 | 13F | Adage 资本合伙人有限公司 | 643,122 | 0.64 | 40,285 | 7.73 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 25,774 | 10.27 | 1,648 | 29.05 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 75,957 | 28.40 | 4,758 | 37.45 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 949 | 597.79 | 59 | 13.46 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 818,410 | 2.53 | 51,265 | 9.75 | ||||
2025-06-30 | NP | QQQG - Pacer Nasdaq 100 前 50 大现金牛成长型 ETF | 1,164 | 115.16 | 70 | 165.38 | ||||
2025-08-14 | 13F | 西永资本有限公司 | 16,532 | 65.92 | 1,036 | 77.53 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 14 | 1 | ||||||
2025-08-14 | 13F | 双山资本有限责任公司 | 29,105 | 1,823 | ||||||
2025-08-14 | 13F | Sig 经纪公司 | 6,382 | 400 | ||||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 35,373 | 50.40 | 2 | 100.00 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 188,036 | 28.63 | 12 | 37.50 | ||||
2025-08-14 | 13F | 量化投资管理有限责任公司 | 13,418 | 1 | ||||||
2025-08-14 | 13F | Ieq资本有限公司 | 417,200 | 430.78 | 26,133 | 468.23 | ||||
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 | 99,437 | 16.51 | 6,359 | 36.32 | ||||
2025-05-01 | 13F | 谢克特投资顾问有限公司 | 6,288 | 0.61 | 368 | 11.89 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 6,468 | 1.22 | 405 | 8.58 | ||||
2025-07-14 | 13F | UMA 金融服务公司 | 62 | 4 | ||||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 1,177 | 9.59 | 74 | 17.74 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 797 | 30.66 | 51 | 51.52 | ||||
2025-08-12 | 13F | 艾根投资管理有限公司 | 31,874 | 379.74 | 1,997 | 414.43 | ||||
2025-08-05 | 13F | AGH 财富顾问有限公司 | 3,252 | 204 | ||||||
2025-08-14 | 13F | 特扎资本管理有限责任公司 | 3,240 | 203 | ||||||
2025-08-14 | 13F | 财务顾问网络公司 | 45,407 | 4.13 | 2,844 | 11.49 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 1,643 | 0 | ||||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 186,564 | 1.13 | 11,216 | 24.82 | ||||
2025-08-01 | 13F | 贝西默集团公司 | 16,958 | 53.69 | 1 | |||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 391 | 126.01 | 24 | 140.00 | ||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 21,168 | 2.13 | 1,326 | 9.32 | ||||
2025-08-11 | 13F | 西太平洋银行 | 23,301 | 1,460 | ||||||
2025-07-30 | 13F | 凤凰控股有限公司 | 3,653 | 229 | ||||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 22,323 | 8.56 | 1,398 | 16.21 | ||||
2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 10,471 | 656 | ||||||
2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 20,081 | 1,258 | ||||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 1,963,575 | 64.35 | 122,998 | 75.92 | ||||
2025-08-27 | NP | VICE - AdvisorShares Vice ETF | 5,300 | 332 | ||||||
2025-08-14 | 13F | 工程师 门经理 LP | 184,476 | 1,830.88 | 11,556 | 1,967.08 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 113,965 | 60.63 | 7,288 | 87.98 | ||||
2025-08-25 | NP | FTXG - First Trust 纳斯达克食品和饮料 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 | 20,696 | 18.09 | 1,296 | 26.44 | ||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 35,705 | 15.01 | 2,283 | 34.61 | ||||
2025-08-06 | 13F | 双创资本管理公司 | 5,708 | 9.50 | 358 | 17.05 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 299,636 | 35.07 | 18,765 | 44.59 | ||||
2025-07-21 | 13F | 三合财富合伙有限公司 | 4,294 | 269 | ||||||
2025-07-17 | 13F | 景顺有限公司 | 66,180 | 4.00 | 4,146 | 11.31 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 500,643 | 42.43 | 31,360 | 52.46 | ||||
2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 12,006 | 768 | ||||||
2025-08-13 | 13F | 百达资产管理控股公司 | 462,087 | 5.63 | 28,945 | 13.07 | ||||
2025-07-16 | 13F | 强大的资产管理有限责任公司 | 9,315 | 3.62 | 583 | 10.84 | ||||
2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 356,793 | 10.89 | 22,817 | 29.76 | ||||
2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 122,677 | 9.41 | 7,684 | 17.12 | ||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 5,370 | 23.99 | 336 | 32.81 | ||||
2025-08-05 | 13F | 访问投资管理有限责任公司 | 401 | 25 | ||||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 85,722 | 29.51 | 5,370 | 38.63 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 80,627 | 231.05 | 5,050 | 254.39 | ||||
2025-08-08 | 13F | Abc 套利 Sa | 11,355 | 711 | ||||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 3,293 | 6.71 | 206 | 14.44 | ||||
2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 287 | 18 | ||||||
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 | 137 | 67.07 | 8 | 166.67 | ||||
2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 41,244 | 2,584 | ||||||
2025-07-07 | 13F | Versant 资本管理公司 | 8,832 | 22.14 | 553 | 30.73 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 1,768 | 5.80 | 111 | 13.40 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 5,083 | 68.70 | 318 | 80.68 | ||||
2025-07-22 | 13F | LGT基金管理有限公司 | 30,000 | 1,879 | ||||||
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 | 8,180 | 6.26 | 523 | 24.52 | ||||
2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 3,600 | 230.28 | 226 | 257.14 | ||||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 3,774 | 44.43 | 236 | 55.26 | ||||
2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 50,302 | 806.83 | 3,024 | 1,020.00 | ||||
2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 353,767 | 0.93 | 22,623 | 18.11 | ||||
2025-08-14 | 13F | 停战资本有限公司 | 3,997 | 250 | ||||||
2025-08-26 | NP | KXI - iShares 全球必需消费品 ETF | 155,890 | 15.32 | 9,765 | 23.42 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 636,552 | 657.67 | 39,874 | 711.09 | ||||
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 | 19,837 | 1.82 | 1,193 | 25.74 | ||||
2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 4,641 | 279 | ||||||
2025-08-07 | 13F | 商业银行 | 32,868 | 49.80 | 2,059 | 60.41 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 793,466 | 5.33 | 49,702 | 12.74 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 50,774 | 32.79 | 3,247 | 55.39 | ||||
2025-08-05 | 13F | 登喜路金融有限责任公司 | 178 | 0.56 | 11 | 10.00 | ||||
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 | 15,573 | 5.69 | 975 | 13.11 | ||||
2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 656 | 108.25 | 39 | 160.00 | ||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 12,986 | 247.68 | 813 | 272.94 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 4,729,890 | 0.78 | 296,280 | 7.87 | ||||
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 | 14,556 | 125.95 | 912 | 142.29 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 37 | 640.00 | 2 | |||||
2025-08-28 | NP | Acap战略基金 | Short | -1,284,793 | 10.81 | -80,479 | 18.61 | |||
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 | 240,570 | 15.95 | 15,069 | 24.12 | ||||
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 | 964,293 | 11.35 | 60,403 | 19.19 | ||||
2025-08-28 | NP | WBIF - WBI BullBear Value 3000 ETF | 6,563 | 411 | ||||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 4,798 | 55.93 | 301 | 66.67 | ||||
2025-08-08 | 13F | 联合资产策略公司 | 155,290 | 1.70 | 9,727 | 8.86 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 4,116 | 258 | ||||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 4,001 | 11.02 | 243 | 14.69 | ||||
2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 85,573 | 50.95 | 5,360 | 61.59 | ||||
2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 中期增长系列 | 25,454 | 1,490 | ||||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 6,999 | 46.73 | 438 | 56.99 | ||||
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 | 殖民地信托公司 / SC | 389 | 36.01 | 24 | 50.00 | ||||
2025-08-28 | NP | QNXT - iShares 纳斯达克 100 指数前 30 ETF | 3,594 | 0.79 | 225 | 8.17 | ||||
2025-08-12 | 13F | 贝莱德公司 | 57,435,778 | 10.64 | 3,597,777 | 18.43 | ||||
2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 11,295 | 3.87 | 708 | 11.16 | ||||
2025-08-15 | 13F/A | 交响金融有限公司 | 1,178 | 210 | ||||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | Call | 95,000 | 26 | |||||
2025-08-12 | 13F | 恒线顾问公司 | 1,597,524 | 7.55 | 100,069 | 15.12 | ||||
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 | 1,296,936 | 0.59 | 82,939 | 17.71 | ||||
2025-06-26 | NP | SMNCX - Steward 股票市场中性基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | 达文波特有限公司 | 8,160 | 55.40 | 511 | 66.45 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 3,653 | 229 | ||||||
2025-08-13 | 13F | 胜利资本管理公司 | 820,148 | 20.95 | 51,374 | 29.46 | ||||
2025-06-27 | NP | PKW - 景顺回购成功者 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 393,454 | 23,654 | ||||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 139,867 | 134.09 | 8,761 | 150.60 | ||||
2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 200 | 13 | ||||||
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 | 47,993 | 1.28 | 2,885 | 25.00 | ||||
2025-08-06 | 13F | Achmea 投资管理公司 | 363,683 | 1,296.42 | 23 | 2,100.00 | ||||
2025-07-31 | 13F | 资金存管及寄售 | 86,169 | 17.57 | 5,398 | 25.86 | ||||
2025-08-11 | 13F | 百富金融集团有限责任公司 | 11,087 | 10.65 | 694 | 18.43 | ||||
2025-07-21 | 13F | 上升集团有限责任公司 | 7,952 | 58.12 | 498 | 69.39 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 68,173 | 26.22 | 4,270 | 35.13 | ||||
2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 625 | 0.32 | 37 | 12.50 | ||||
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 | 37 | 2 | ||||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 2,408 | 151 | ||||||
2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 4,496 | 681.91 | 282 | 836.67 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 271,312 | 31.04 | 16,311 | 61.74 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 5,177 | 5.93 | 324 | 13.68 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT US 130/30 Y 类股票基金 | 212,723 | 6.07 | 13,325 | 25.47 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 57,089 | 0.38 | 3,576 | 7.45 | ||||
2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 44,196 | 23.79 | 2,768 | 32.50 | ||||
2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,614 | 74.73 | 2,261 | 115.74 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 5,245,361 | 1.28 | 328,569 | 8.41 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 100,399 | 6.73 | 6,289 | 14.24 | ||||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 3,194 | 200 | ||||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 13,186 | 86.51 | 832 | 101.21 | ||||
2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,516,011 | 0.38 | 533,443 | 7.44 | ||||
2025-07-29 | 13F | 经验资产管理有限责任公司 | 14,306 | 34.53 | 896 | 44.05 | ||||
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 | 172,958 | 1.49 | 10,398 | 25.28 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 108,448 | 4.35 | 6,935 | 22.12 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 67,317 | 4.45 | 4,217 | 11.80 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 3,023 | 9.73 | 182 | 35.07 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 1,448,258 | 5.37 | 90,719 | 12.79 | ||||
2025-07-11 | 13F | Global X 日本株式会社 | 75 | 5 | ||||||
2025-07-25 | NP | SCHB - 嘉信美国广泛市场 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 | 401,326 | 0.54 | 25,665 | 17.64 | ||||
2025-07-15 | 13F | 北极星投资管理公司 | 9 | 1 | ||||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 12,547 | 9.09 | 786 | 29.97 | ||||
2025-08-08 | 13F | 安全金融服务公司 | 6,120 | 13.14 | 383 | 21.20 | ||||
2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 36,068 | 4,683.55 | 2,259 | 3,173.91 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 28,878 | 1,809 | ||||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 6,514 | 3.63 | 408 | 11.17 | ||||
2025-08-06 | 13F | 贝利·吉福德公司 | 267,928 | 0.01 | 16,783 | 7.06 | ||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 1,379,522 | 39,281.16 | 86,413 | 42,259.31 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 17,175 | 8.76 | 1,076 | 16.34 | ||||
2025-08-13 | 13F | PharVision 顾问有限责任公司 | 8,394 | 526 | ||||||
2025-08-13 | 13F | 北方信托公司 | 7,771,422 | 4.57 | 486,802 | 11.93 | ||||
2025-04-24 | 13F | 支点资产管理有限公司 | Put | 0 | 2,859 | |||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 8,965 | 562 | ||||||
2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 1,491 | 93 | ||||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 综合研究 VIP 基金 | 39,156 | 2.06 | 2,453 | 9.22 | ||||
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 | 37,657 | 23.60 | 2,264 | 52.49 | ||||
2025-06-26 | NP | SEG Partners多空股票基金 | Short | -29,728 | -1,787 | |||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 纳斯达克 100 指数投资组合副总裁 | 31,948 | 0.42 | 2,001 | 7.52 | ||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 248 | 9.73 | 16 | 15.38 | ||||
2025-07-17 | 13F | 西北财富管理有限公司 | 3,545 | 222 | ||||||
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 | 48,257 | 10.79 | 2,901 | 36.78 | ||||
2025-08-13 | 13F | 达美累积有限责任公司 | Put | 8,800 | 459 | |||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 18,343 | 27.69 | 1,149 | 36.79 | ||||
2025-08-13 | 13F | 达美累积有限责任公司 | Call | 8,800 | 459 | |||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 13,737 | 70.10 | 860 | 82.20 | ||||
2025-07-11 | 13F | 永久有限公司 | 23,301 | 1,460 | ||||||
2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 17,000 | 17 | ||||||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 6,293 | 8.07 | 394 | 15.88 | ||||
2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 440 | 28 | ||||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 3,829 | 11.70 | 240 | 19.50 | ||||
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 | 125,937 | 2.05 | 7,889 | 9.24 | ||||
2025-07-10 | 13F | 西太平洋财富管理有限合伙人 | 1,538 | 44.68 | 96 | 54.84 | ||||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 3,340 | 209 | ||||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 736,430 | 416.37 | 46,130 | 452.71 | ||||
2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 17,796 | 492.41 | 1,115 | 642.67 | ||||
2025-07-22 | 13F | Petros 家族财富有限责任公司 | 5,850 | 366 | ||||||
2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 217,471 | 13,622 | ||||||
2025-08-15 | 13F | Binnacle投资公司 | 41 | 192.86 | 3 | |||||
2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 35,418 | 2,219 | ||||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 1,151 | 72 | ||||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 6,650 | 417 | ||||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 15,374 | 44.25 | 963 | 54.57 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 534,225 | 4.78 | 33,464 | 12.08 | ||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 275 | 50.27 | 17 | 60.00 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 342,605 | 9.14 | 21,461 | 16.83 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 359,594 | 28.57 | 22,525 | 37.62 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 28 | 2 | ||||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 2,046 | 60.85 | 123 | 101.64 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 16,267 | 2.41 | 1,019 | 9.58 | ||||
2025-07-25 | 13F | 自然投资有限公司 | 7,583 | 0.04 | 0 | |||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 82,674 | 0.80 | 5,179 | 7.90 | ||||
2025-06-23 | NP | IYK - iShares 美国消费品 ETF | 483,654 | 17.66 | 29,077 | 45.23 | ||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 2,618,988 | 33.61 | 164,053 | 43.01 | ||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 2,638,234 | 25.31 | 165,259 | 34.13 | ||||
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 | 2,110 | 21.06 | 127 | 50.00 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 2,262 | 11.54 | 142 | 19.49 | ||||
2025-08-29 | 13F | 半人马座金融公司 | 2,555 | 0 | ||||||
2025-08-05 | 13F | Optimise 咨询服务有限公司 | 3,980 | 11.17 | 249 | 19.14 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 91 | 727.27 | 6 | |||||
2025-08-14 | 13F | Occudo 定量策略 Lp | 145,843 | 9,136 | ||||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 229,686 | 8.62 | 14,388 | 16.27 | ||||
2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | Short | -372,737 | 12.50 | -23,348 | 20.42 | |||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 212 | 1,827.27 | 13 | |||||
2025-08-13 | 13F | 基尔特集团有限公司 | 64 | 4 | ||||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 13,412 | 112.99 | 840 | 128.26 | ||||
2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 132,269 | 1.55 | 8,285 | 8.71 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 11 | 1 | ||||||
2025-08-06 | 13F | 南州公司 | 1,875 | 0.11 | 117 | 7.34 | ||||
2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 59,412 | 73.55 | 3,722 | 85.77 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 31 | 93.75 | 2 | |||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 189,934 | 784.40 | 11,897 | 847.21 | ||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 1,400 | 88 | ||||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 19,469 | 0.43 | 1,245 | 17.56 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 67,520 | 25.22 | 4,229 | 34.04 | ||||
2025-08-06 | 13F | 朝日生命资产管理有限公司 | 6,195 | 388 | ||||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 172,212 | 7.55 | 10,787 | 15.12 | ||||
2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 3,685 | 231 | ||||||
2025-08-14 | 13F | TCW集团公司 | 10,372 | 2.14 | 650 | 9.26 | ||||
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 | 557 | 13.44 | 35 | 21.43 | ||||
2025-07-16 | NP | CGNG - 资本集团新地理股票 ETF 份额类别 | 15,414 | 57.75 | 986 | 84.80 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 34 | 325.00 | 2 | |||||
2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 1,653 | 20.57 | 99 | 50.00 | ||||
2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 2,337 | 146 | ||||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 45,171 | 0.24 | 2,716 | 23.75 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 7,839 | 35.93 | 491 | 45.70 | ||||
2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -95,330 | -5,731 | |||||
2025-06-23 | NP | CNPIX - 消费品超行业深度投资者类别 | 2,554 | 128.85 | 154 | 183.33 | ||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 8,645 | 27.02 | 541 | 35.93 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | 6,543 | 410 | ||||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 77,500 | 390.51 | 4,855 | 425.32 | |||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 48,000 | 148.70 | 3,007 | 166.25 | |||
2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 31,027 | 1,984 | ||||||
2025-07-24 | 13F | CWM 顾问有限责任公司 | 53,489 | 572.56 | 3,351 | 620.43 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 3,834 | 240 | ||||||
2025-08-11 | 13F | 授权基金有限责任公司 | 35,966 | 36.65 | 2,253 | 46.23 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 680,387 | 3.02 | 40,905 | 27.15 | ||||
2025-08-07 | 13F | 达美财务顾问有限公司 | 21,611 | 0.28 | 1,354 | 7.30 | ||||
2025-08-13 | 13F | ASB 咨询有限公司 | 3,364 | 211 | ||||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 15,822 | 27.55 | 991 | 36.69 | ||||
2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 3,796 | 446.19 | 238 | 597.06 | ||||
2025-08-13 | 13F | 奥默斯管理公司 | 42,349 | 51.52 | 2,653 | 62.20 | ||||
2025-07-16 | 13F | Maridea财富管理有限公司 | 7,530 | 472 | ||||||
2025-08-13 | 13F | 法国外贸银行 | 132,913 | 122.77 | 8,326 | 138.40 | ||||
2025-08-04 | 13F | 资产标记公司 | 409,271 | 43.02 | 25,637 | 53.09 | ||||
2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 6,060 | 1.00 | 380 | 7.98 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 79,323 | 11.25 | 4,969 | 19.08 | ||||
2025-08-27 | NP | KONG - 强大堡垒 ETF | 9,315 | 15.03 | 583 | 23.26 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 2,273 | 1.70 | 142 | 9.23 | ||||
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 | 26 | 18.18 | 2 | 0.00 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 11,029 | 17.63 | 705 | 37.70 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 47 | 4.44 | 3 | 0.00 | ||||
2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 444,784 | 1,447.94 | 27,861 | 1,557.41 | ||||
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 | 1,968 | 60.26 | 123 | 73.24 | ||||
2025-07-15 | 13F | 贾里斯洛斯基,弗雷泽有限公司 | 1,089,720 | 0.68 | 68,260 | 7.77 | ||||
2025-07-16 | 13F | 国会资产管理公司/马 | 52,380 | 3,281 | ||||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 76,041 | 7.56 | 4,863 | 25.86 | ||||
2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 27,838 | 14.20 | 1,780 | 33.63 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 83,500 | 4.51 | 5,230 | 11.87 | |||
2025-07-29 | NP | RISN - Inspire 战术平衡 ESG ETF | 39,530 | 2,528 | ||||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 190,865 | 450.25 | 11,956 | 489.21 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 28,700 | 109.49 | 1,798 | 124.34 | |||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 178,671 | 12.45 | 11,192 | 20.37 | ||||
2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 426,233 | 3.27 | 26,699 | 10.54 | ||||
2025-08-13 | 13F | 挪威银行 | 8,693,867 | 544,584 | ||||||
2025-08-14 | 13F | EP 财富顾问公司 | 4,087 | 256 | ||||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 15,731 | 191.42 | 985 | 212.70 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 594 | 1.71 | 37 | 8.82 | ||||
2025-08-08 | 13F | 财富联盟 | 8,858 | 2.69 | 555 | 9.92 | ||||
2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 384 | 3,100.00 | 24 | |||||
2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 7,755 | 0 | ||||||
2025-07-29 | NP | PTL-Inspire 500 ETF | 22,735 | 16.58 | 1,454 | 36.43 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 280,297 | 16.68 | 17,520 | 24.86 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 985,934 | 2,700.23 | 61,759 | 2,897.96 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 153,978 | 0.60 | 9,645 | 7.69 | ||||
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 | 256,086 | 2.85 | 16,041 | 10.10 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 148,360 | 0.66 | 8,919 | 24.24 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 1,978 | 124 | ||||||
2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 43,320 | 2,714 | ||||||
2025-07-15 | 13F | 灰点有限责任公司 | 6,986 | 26.08 | 438 | 34.88 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 623 | 16.89 | 0 | |||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,631 | 2.10 | 165 | 9.33 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 64 | 20.75 | 4 | 33.33 | ||||
2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 6,824 | 436 | ||||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 34,332 | 2,151 | ||||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 5,085 | 15.94 | 319 | 24.22 | ||||
2025-08-18 | 13F | 雷克斯福德资本公司 | 2,440 | 153 | ||||||
2025-08-12 | 13F | SRS 资本顾问公司 | 3,290 | 12.83 | 206 | 21.18 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 186,832 | 22.21 | 11,703 | 30.82 | ||||
2025-07-30 | 13F | 道德公司 | 36,019 | 165.51 | 2,223 | 177.75 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 5,237 | 328 | ||||||
2025-08-05 | 13F | 普安特资本管理有限公司 | 4,790 | 0.74 | 300 | 7.91 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | 201,230 | 442.33 | 12,605 | 480.61 | ||||
2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 28,960 | 28.97 | 1,814 | 38.05 | ||||
2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 1,010 | 17.85 | 61 | 46.34 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 413,945 | 0.17 | 25,930 | 7.22 | ||||
2025-08-19 | NP | RIFAX - 美国战略股票基金 | 54,019 | 53.76 | 3,384 | 64.62 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 3,897 | 244 | ||||||
2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 3,740 | 0 | ||||||
2025-08-13 | 13F | Vinva投资管理有限公司 | 470,233 | 85.52 | 29,258 | 99.50 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 220,293 | 5.79 | 14 | 8.33 | ||||
2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 8,577 | 2.69 | 537 | 10.04 | ||||
2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 5,698 | 28.97 | 357 | 37.98 | ||||
2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 1,774,970 | 0.16 | 111,184 | 7.21 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 74 | 5 | ||||||
2025-08-13 | 13F | 韩国投资公司 | 631,263 | 33.42 | 39,542 | 42.81 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 61,300 | 3,840 | |||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 138,736 | 70.78 | 8,690 | 82.83 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 450 | 28 | ||||||
2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 18,964 | 3.96 | 1,188 | 11.25 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 132,122 | 36.87 | 8,276 | 46.53 |