机构和基金投资人持股 - 买家
在摩托罗拉解决方案公司中开设新头寸的主要持有者包括 蒙罗合伙公司, CMNWX - 本金资本增值基金（fka西海岸股票基金）A级, Glenmede投资管理有限公司, FCTE - SMI 3Fourteen 全周期趋势 ETF, WPSGX - AB集中成长基金顾问级, AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级, FBALX - 富达平衡基金, PCGRX - 胜利先锋中型股价值基金A类, Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金, 西德尔资产管理公司, 冯托贝尔控股有限公司, PDP - Invesco DWA 动量 ETF, 长弓金融公司, CAML - 国会大盘成长 ETF, 瑞穗证券美国有限公司, CFVLX - 价值基金股票, OWTEX - 老韦斯特伯里全股票基金, 卡特玛兰资本有限责任公司, PCBCX - 胜利先锋平衡基金C类, 和 QBA2Q - 平衡投资组合初始类别 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | REDW 财富有限责任公司 | 663 | 0.15 | 279 | -3.81 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 111,857 | 99.24 | 47,032 | 91.35 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 1,274 | 2.41 | 536 | -1.65 | ||||
| 2025-07-09 | 13F | 鲍曼公司 | 10,112 | 0.70 | 4,250 | -3.32 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 1,633 | 239.50 | 687 | 226.67 | ||||
| 2025-05-28 | NP | SAGP - STRATEGAS 全球政策机会 ETF | 1,918 | 27.27 | 840 | 20.55 | ||||
| 2025-07-29 | NP | VNSAX - Vaughan Nelson Select 基金 A 类 | 38,255 | 15,890 | ||||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 338 | 21.58 | 149 | 13.85 | ||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 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 | 9,097 | 31.33 | 3,825 | 26.12 | ||||
| 2025-08-22 | NP | FMKFX - 富达麦哲伦 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,536 | 24.37 | 5,271 | 19.42 | ||||
| 2025-03-27 | NP | RMYAX - 多策略收益基金 A 类 | 586 | 2.09 | 275 | 6.61 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 132 | 4.76 | 56 | 0.00 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 113 | 162.79 | 48 | 161.11 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 1,182 | 8.54 | 497 | 4.20 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 22 | 9 | ||||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 5,914 | 15.64 | 2,457 | 9.11 | ||||
| 2025-05-28 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 51,620 | 44.15 | 22,600 | 36.53 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 554 | 5.32 | 0 | |||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 861 | 17.95 | 379 | 10.82 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 4,576 | 255.28 | 1,924 | 241.74 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 38 | 171.43 | 16 | 166.67 | ||||
| 2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 408 | 374.42 | 179 | 356.41 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 321,844 | 6.72 | 135,323 | 2.49 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 158,770 | 1.93 | 66,756 | -2.11 | ||||
| 2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 7,573 | 33.26 | 3,184 | 27.97 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 34,131 | 6.12 | 14,351 | 1.91 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 293 | 5.02 | 0 | |||||
| 2025-07-22 | NP | GITIX - 高盛科技机会基金机构 | 49,704 | 18.14 | 20,646 | 11.48 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 2,130 | 3.80 | 896 | -0.33 | ||||
| 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 | 10 | 25.00 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 4,500 | 87.50 | 1,892 | 80.19 | |||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 17,900 | 17.42 | 7,495 | 13.51 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 273,166 | 28.34 | 114,855 | 23.25 | ||||
| 2025-08-25 | NP | NXTG - 第一信托 Indxx NextG ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,332 | 20.54 | 4,765 | 15.77 | ||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 8,536 | 8.82 | 3,589 | 4.51 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 4,389 | 4.87 | 1,933 | -1.58 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 810 | 2.79 | 341 | -1.16 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 5,325 | 0.19 | 2,239 | -3.78 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 932 | 35.86 | 392 | 30.33 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 597,109 | 4.10 | 251,062 | -0.02 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 7 | 3 | ||||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 9,271 | 11.22 | 3,907 | 6.81 | ||||
| 2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 190 | 80 | ||||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 24,492 | 10,298 | ||||||
| 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 | 309,825 | 0.68 | 128,695 | -5.00 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 32,055 | 33.53 | 13,478 | 28.24 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 1,107 | 5.33 | 0 | |||||
| 2025-08-14 | 13F | 水手有限责任公司 | 54,804 | 8.15 | 23,042 | 3.86 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 67,129 | 20.36 | 28,225 | 15.60 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 30 | 13 | ||||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 978,248 | 7.65 | 411,314 | 3.38 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 2,146 | 0.09 | 902 | -3.84 | ||||
| 2025-06-25 | NP | SEMI - 哥伦比亚塞利格曼半导体和技术 ETF 股票 | 643 | 283 | ||||||
| 2025-08-29 | NP | AIFD-TCW 人工智能 ETF | 3,659 | 0.05 | 1,606 | -0.25 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 92 | 43 | ||||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 17,600 | 7,400 | |||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 1,050 | 5.42 | 464 | 1.53 | ||||
| 2025-03-27 | NP | RGEAX - 全球股票基金 A 类 | 5,183 | 12.67 | 2,432 | 17.66 | ||||
| 2025-03-27 | NP | RAZAX - 多元资产增长策略基金A类 | 741 | 1.51 | 348 | 5.79 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 212 | 25.44 | 93 | 17.72 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 32,903 | 1,517.65 | 13,834 | 1,454.38 | ||||
| 2025-08-25 | NP | LRGG - 麦格理重点大型成长型 ETF | 16,620 | 54.62 | 6,988 | 48.49 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 15,688 | 47.78 | 6,596 | 41.94 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 2,833 | 1,191 | ||||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 3,540 | 2.31 | 1,489 | -1.78 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 2,150 | 6.23 | 904 | 1.92 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 548,786 | 230,743 | ||||||
| 2025-07-15 | 13F | CHB 投资集团有限责任公司 | 9,060 | 30.98 | 4 | 0.00 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 11,311 | 0.12 | 4,756 | -3.86 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 2,291 | 968 | ||||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 141 | 3.68 | 62 | -1.59 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 23,746 | 21.27 | 10 | 12.50 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 245 | 18.93 | 108 | 11.46 | ||||
| 2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 767 | 9.73 | 322 | 5.23 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 892 | 1.25 | 419 | 5.82 | ||||
| 2025-06-30 | NP | CAMLX - 国会大型成长基金零售类别 | 23,800 | 10,481 | ||||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 16,084 | 10.19 | 6,763 | 17.38 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 439 | 2.33 | 185 | -1.60 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 1 | 0 | ||||||
| 2025-08-05 | 13F | 希尔斯银行信托公司 | 1,281 | 114.57 | 539 | 106.13 | ||||
| 2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 266 | 0.38 | 117 | -5.65 | ||||
| 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 | 5,232 | 25.02 | 2,304 | 17.37 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 10,597 | 369.73 | 4,456 | 351.37 | ||||
| 2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 792 | 333 | ||||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 17,813 | 0.16 | 7,489 | -3.81 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 9,744 | 16.46 | 4,097 | 11.82 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 489 | 206 | ||||||
| 2025-08-12 | 13F | 阿维索金融公司 | 2,867 | 362.42 | 1,205 | 344.65 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 989 | 9.77 | 416 | 5.33 | ||||
| 2025-08-14 | 13F | MGB 财富管理有限责任公司 | 2,437 | 2.09 | 1,023 | -1.64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 1,900 | 799 | ||||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,096 | 1.76 | 455 | -4.01 | ||||
| 2025-06-30 | NP | CAML - 国会大盘成长 ETF | 11,557 | 5,090 | ||||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 1,934 | 0.47 | 847 | -4.84 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 617 | 14.05 | 259 | 9.75 | ||||
| 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 | 41,281 | 1.49 | 18,180 | -4.75 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 74,289 | 8.78 | 31,234 | 4.47 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 1,112 | 468 | ||||||
| 2025-07-18 | 13F | 九十一北美公司 | 44,915 | 42.86 | 18,885 | 37.20 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 2,765 | 2.79 | 1,163 | -1.27 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 36 | 15 | ||||||
| 2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 3,816 | 16.63 | 1,585 | 10.07 | ||||
| 2025-05-29 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 10,528 | 724.43 | 4,609 | 681.19 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 5,695 | 12.06 | 2,366 | 5.72 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 3,040 | 2.67 | 1,292 | -0.39 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 593 | 24.58 | 249 | 19.71 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 101,341 | 1.50 | 42,610 | -2.52 | ||||
| 2025-08-27 | NP | RYIIX - 互联网基金投资者类 | 725 | 8.53 | 305 | 4.11 | ||||
| 2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 16,229 | 0.60 | 6,824 | -3.38 | ||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 142,247 | 0.75 | 59,809 | -3.24 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 813 | 5.45 | 358 | -0.83 | ||||
| 2025-08-14 | 13F | 库珀曼·莱昂·G | 135,000 | 22.73 | 56,762 | 17.86 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 7,222 | 8.28 | 3,037 | 3.97 | ||||
| 2025-08-26 | NP | SATOX - 税务意识覆盖 A 类投资组合 1 级 | 4,224 | 1,776 | ||||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 201 | 0.50 | 85 | -3.45 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪平衡基金服务类 | 4,602 | 4.24 | 1,935 | 0.10 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 2,062 | 1.88 | 908 | -4.32 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,393 | 2.35 | 586 | -1.68 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 5,519 | 2,161.89 | 2,292 | 3,270.59 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 0 | 0 | ||||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,073 | 4.07 | 446 | -1.77 | ||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 70,231 | 101.48 | 29,529 | 93.51 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 15,227 | 17.18 | 6,402 | 12.53 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 643 | 2.23 | 270 | -1.82 | ||||
| 2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 1,079 | 35.21 | 454 | 29.80 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 2 | 1 | ||||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 686 | 285 | ||||||
| 2025-08-04 | 13F | 精明顾问公司 | 905 | 27.11 | 380 | 22.19 | ||||
| 2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 1,862 | 0.11 | 783 | -3.81 | ||||
| 2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 791 | 333 | ||||||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 989 | 4.55 | 416 | 0.24 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 4 | 2 | ||||||
| 2025-07-24 | 13F | 卡特玛兰资本有限责任公司 | 10,082 | 4,239 | ||||||
| 2025-06-26 | NP | USISX - 收益股票基金份额 | 31,424 | 7.53 | 13,839 | 0.91 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 4,043 | 0.62 | 1,700 | -3.41 | ||||
| 2025-08-26 | NP | SAOOX - 叠加 A 投资组合 1 级 | 3,504 | 1,473 | ||||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 2,367 | 88.46 | 995 | 81.24 | ||||
| 2025-07-24 | 13F | Tandem 资本管理公司 /adv | 2,837 | 1,193 | ||||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 92,223 | 2.74 | 38,777 | -1.33 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 17 | 142.86 | 7 | 250.00 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,118 | 998 | ||||||
| 2025-08-04 | 13F | GAM控股公司 | 19,014 | 96.16 | 7,995 | 88.40 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,824 | 948.28 | 767 | 907.89 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 44,559 | 381.20 | 18,735 | 362.14 | ||||
| 2025-08-29 | NP | DIVGX - Guardian 股息增长基金 I 类 | 864 | 363 | ||||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 3,935 | 2.74 | 1,655 | -1.31 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 147,769 | 8.57 | 61,380 | 2.44 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 31 | 14 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 36 | 15 | ||||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 1,037 | 6.47 | 436 | 2.35 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 2,302 | 472.64 | 968 | 449.43 | ||||
| 2025-05-27 | NP | FTQI - First Trust 对冲 BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,115 | 339.40 | 4,428 | 316.17 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 270,888 | 0.38 | 115,084 | -2.60 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 54,653 | 199.53 | 22,979 | 187.67 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 194,452 | 2.57 | 81,759 | -1.50 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 3,066 | 5.25 | 1,289 | 1.10 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 143,319 | 1.38 | 59,902 | -2.54 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 2,550 | 8.19 | 1,059 | 2.12 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 54,522 | 21.52 | 22,924 | 16.71 | ||||
| 2025-08-07 | 13F | 涵盖更多资产管理 | 592 | 249 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 19,500 | 69.57 | 8,164 | 63.95 | |||
| 2025-04-01 | NP | CCAPX - CHIRON 资本配置基金 I 类股票 | 5,786 | 2,715 | ||||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 628 | 0.16 | 264 | -3.65 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -20 | -8 | |||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 4,777 | 3.58 | 2,009 | -0.54 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 491 | 206 | ||||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 727 | 10.32 | 320 | 3.56 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 350,217 | 64.47 | 147,252 | 57.95 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 318,831 | 2.82 | 134,056 | -1.26 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 3,931 | 111.46 | 1,653 | 103.20 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 11,416 | 5.49 | 4,800 | 1.33 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 9,116 | 24.38 | 3,833 | 19.45 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 442 | 186 | ||||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,681 | 9.01 | 3,230 | 4.70 | ||||
| 2025-07-09 | 13F | 索耶公司 | 28 | 21.74 | 0 | |||||
| 2025-07-10 | 13F | 信任点公司 | 692 | 3.90 | 291 | -0.34 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 23,601 | 3.35 | 9,803 | -2.48 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 2,322 | 5.55 | 976 | 1.35 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 64 | 204.76 | 27 | 188.89 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 1,535 | 40.83 | 647 | 35.43 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 257 | 283.58 | 108 | 272.41 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 632 | 42.02 | 278 | 33.65 | ||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 全球核心股票基金系列 I | 2,631 | 122.21 | 1,106 | 113.51 | ||||
| 2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 65 | 27 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 3,919 | 72.57 | 1,648 | 57.01 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 112 | 47 | ||||||
| 2025-08-29 | NP | ETADX - Eventide 股息机会基金 A 类股票 | 58,732 | 12.57 | 24,694 | 8.10 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 18,749 | 7,883 | ||||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 5,768 | 7.45 | 2,425 | 3.19 | ||||
| 2025-08-26 | NP | IGHSX - Voya 全球股票投资组合 S 级 | 6,224 | 17.32 | 2,617 | 12.66 | ||||
| 2025-07-22 | 13F | 传统 CG 有限责任公司 | 14,077 | 1.43 | 5,919 | -2.58 | ||||
| 2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 52,765 | 8.76 | 23,237 | 2.07 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 1,597 | 319.16 | 703 | 294.94 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 88 | 2.33 | 37 | 0.00 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 163 | 103.75 | 69 | 94.29 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 5,547 | 50.00 | 2,332 | 36.45 | ||||
| 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 | 230,143 | 11.50 | 96,766 | 7.08 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 1,146 | 72.07 | 482 | 65.29 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 12,211 | 10.68 | 5,134 | 6.29 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 268,342 | 9.83 | 112,827 | 5.48 | ||||
| 2025-07-22 | 13F | Gratus 财富顾问有限公司 | 1,404 | 6.93 | 590 | 2.79 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,820 | 32.40 | 5,325 | 24.94 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 815 | 0.37 | 344 | -3.65 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 43,070 | 6.63 | 18,968 | 0.07 | ||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 345 | 152 | ||||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,602 | 7,311 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 2,087,721 | 37.34 | 877,803 | 31.90 | ||||
| 2025-07-28 | NP | VSRDX - 美国社会责任基金 | 2,103 | 13.92 | 874 | 7.51 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 685 | 3.16 | 288 | -1.03 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 37,502 | 5.85 | 16 | 0.00 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 580 | 356 | ||||||
| 2025-07-24 | 13F | IFP 顾问公司 | 3,076 | 2.09 | 1,320 | 0.08 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 4,345 | 237.34 | 1,827 | 224.33 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 22,667 | 1.56 | 9,531 | -2.47 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 14 | 100.00 | 6 | 66.67 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 43,347 | 18,226 | ||||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 3,869 | 1,627 | ||||||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 10,574 | 3.60 | 4,501 | 0.72 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 12,731 | 0.18 | 5,353 | -3.79 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 103,760 | 81.27 | 43,627 | 74.08 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 83,270 | 22.22 | 36,671 | 14.71 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 594,216 | 2.84 | 249,842 | -1.24 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 2,150 | 3.02 | 904 | -1.10 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 915 | 7.65 | 106 | 19.10 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 3,307 | 1 | ||||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 657 | 1.55 | 276 | -2.47 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 1,250 | 9.17 | 525 | 4.79 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 37 | 5.71 | 16 | 0.00 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 967,548 | 0.80 | 406,815 | -3.20 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 508 | 10.92 | 211 | 4.98 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 107,430 | 5.67 | 47,311 | -0.83 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,548 | 2.12 | 1,119 | 1.82 | ||||
| 2025-06-27 | NP | DALVX - Dunham 大盘价值基金 A 类 | 6,021 | 9.81 | 2,652 | 3.07 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 116,763 | 209.39 | 49,094 | 197.14 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 1,117 | 6.99 | 470 | 2.63 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 38 | 17 | ||||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 604 | 3.78 | 254 | 0.00 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 72 | 14.29 | 30 | 11.11 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 2,879 | 5.38 | 1,211 | 1.17 | ||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 1,149,483 | 2.34 | 477,472 | -3.43 | ||||
| 2025-07-22 | NP | CAPAX - 联合资本收益基金 A 类股票 | 3,865 | 22.31 | 1,605 | 15.38 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 897,072 | 10.41 | 377,176 | 6.05 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 11 | 5 | ||||||
| 2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 1,884 | 21.86 | 792 | 17.16 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 34 | 14 | ||||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 540 | 111.76 | 228 | 104.50 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 25,323 | 5.35 | 10,647 | 1.18 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 970 | 42.23 | 408 | 36.58 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 7,417 | 6.49 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 1,038 | 1.76 | 436 | -2.24 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 17,924 | 7.43 | 7,894 | 0.83 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 3,117 | 1,311 | ||||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 565 | 238 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 392 | 0.77 | 165 | -3.53 | ||||
| 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 | 370,280 | 0.70 | 163,068 | -5.49 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 82,098 | 16.04 | 34,519 | 11.44 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 3,182 | 49.74 | 1,401 | 40.52 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 505,243 | 7.19 | 212,434 | 2.94 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 898 | 4.91 | 379 | 0.80 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 2,540 | 38.72 | 1,068 | 33.21 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 4,360 | 2.98 | 1,920 | -3.32 | ||||
| 2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 94 | 6.82 | 41 | 0.00 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 3,856 | 2 | ||||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 57,805 | 3.10 | 24,305 | -0.99 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 3,625 | 56.12 | 1,524 | 50.00 | ||||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,514 | 2.61 | 12,998 | -3.70 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 980 | 0.51 | 412 | -3.29 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 8,077 | 2.32 | 3,396 | -1.74 | ||||
| 2025-06-17 | NP | CFVLX - 价值基金股票 | 11,500 | 5,064 | ||||||
| 2025-08-13 | 13F | 法国集团 | 80,891 | 107.86 | 33,861 | 101.52 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,593 | 35.48 | 1,492 | 27.85 | ||||
| 2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 764 | 39.16 | 317 | 31.54 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 8,176 | 3.82 | 3,438 | -0.29 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 7,149 | 7.36 | 3 | 50.00 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 15,332 | 112.00 | 6,446 | 103.60 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 614,411 | 22.39 | 258,335 | 17.54 | ||||
| 2025-04-29 | NP | SMIPX - 中等资本投资组合 - I 类 | 420 | 31.25 | 185 | 15.72 | ||||
| 2025-06-25 | NP | TDVI - FT Vest Technology Dividend Target Income ETF | 3,426 | 33.72 | 1,509 | 25.46 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 6,004 | 11.68 | 2,644 | 4.84 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 407 | 171 | ||||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 37,146 | 6.27 | 16 | 0.00 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 20,019 | 8,417 | ||||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 1,015 | 1.20 | 427 | -2.74 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 918 | 11.68 | 386 | 7.24 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 102 | 3.03 | 43 | -2.33 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 32,980 | 31.57 | 13,867 | 26.35 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 6 | 3 | ||||||
| 2025-07-31 | 13F | R平方有限公司 | 2,814 | 256.20 | 1,183 | 242.90 | ||||
| 2025-08-14 | 13F | 哈维资本管理公司 | 9,872 | 647.88 | 4,202 | 628.25 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 14 | 55.56 | 6 | 66.67 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 2,594 | 21.84 | 1,091 | 16.95 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 17,015 | 53.32 | 7,154 | 47.26 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 4,386,899 | 1.19 | 1,839,569 | -2.92 | ||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 561 | 0.72 | 236 | -3.29 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,635 | 27.34 | 688 | 22.24 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 11,208 | 2.50 | 4,936 | -3.82 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 201 | 63.41 | 85 | 50.00 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,451 | 0.26 | 23,980 | -5.91 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 17,500 | 19.86 | 7,358 | 15.11 | |||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 1,367 | 0.22 | 575 | -3.85 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 77,079 | 6.50 | 33,945 | -0.05 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 33,464 | 9.35 | 14,737 | 2.63 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 1,167 | 25.35 | 492 | 20.64 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 88,977 | 0.58 | 37,411 | -3.40 | ||||
| 2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 669 | 281 | ||||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 8,420 | 1.68 | 3,540 | -1.88 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 9,954 | 17.40 | 4,384 | 10.18 | ||||
| 2025-07-07 | 13F | 西联银行 | 1,617 | 22.97 | 680 | 18.09 | ||||
| 2025-07-24 | NP | BCUS - Bancreek 美国大盘股 ETF | 8,450 | 7.93 | 3,510 | 1.83 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 31,061 | 21.43 | 13,060 | 16.62 | ||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 19,968 | 5.56 | 8,396 | 1.38 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 271,565 | 79.84 | 114 | 72.73 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 20,071 | 10.91 | 8,439 | 6.51 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 535 | 55.07 | 225 | 48.34 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 2,218 | 1.51 | 933 | -2.51 | ||||
| 2025-08-27 | NP | FCTE - SMI 3Fourteen 全周期趋势 ETF | 50,427 | 21,203 | ||||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 22,774 | 10.64 | 9,460 | 4.39 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 1,127 | 474 | ||||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 1,410 | 47.64 | 593 | 41.63 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 1,211 | 509 | ||||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 1,360,008 | 4.41 | 571,829 | 0.27 | ||||
| 2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 43,773 | 4.92 | 18,405 | 0.76 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 3,265 | 70.67 | 1,373 | 63.92 | ||||
| 2025-06-27 | NP | TWBIX - 平衡基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,743 | 20.40 | 4,731 | 12.99 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 1,753 | 9.63 | 737 | 5.29 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 135 | 0.75 | 57 | -3.45 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 2,313 | 2.53 | 1 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 64,721 | 2.50 | 27,213 | -1.57 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 120 | 224.32 | 50 | 212.50 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 53,892 | 11.93 | 23 | 4.76 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 48,708 | 7.50 | 20,480 | 3.24 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 6,672 | 0.01 | 2,805 | -3.94 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -25 | -11 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 2,142 | 43.85 | 899 | 38.10 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 680 | 1.04 | 286 | -2.72 | ||||
| 2025-06-26 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 4,627 | 2,038 | ||||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 3,379 | 28.43 | 1,421 | 23.26 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 9,370 | 9.62 | 3,940 | 5.26 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 1,334 | 36.54 | 561 | 31.15 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 152,628 | 1.21 | 64,174 | -2.80 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 352 | 124.20 | 146 | 111.59 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 19 | 280.00 | 8 | 250.00 | ||||
| 2025-07-18 | 13F | 联合规划公司 | 26,512 | 2.21 | 11,147 | -1.84 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 427,433 | 7.64 | 178,949 | 4.07 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 1,613 | 32.87 | 678 | 27.68 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 18 | 8 | ||||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 732 | 0.97 | 308 | -3.15 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 3,304 | 1,389 | ||||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 3,199 | 2.01 | 1,350 | 3.77 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 722,753 | 1.03 | 318,293 | -5.18 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 323 | 3.19 | 141 | -2.08 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 5,822 | 0.71 | 2,448 | -3.28 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 140 | 337.50 | 59 | 314.29 | ||||
| 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 | 93,115 | 8.32 | 41,007 | 1.65 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 604 | 3.96 | 254 | -0.39 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 1,296 | 19.01 | 545 | 14.29 | ||||
| 2025-07-21 | 13F | 乐凯资产管理有限公司 | 1,377 | 579 | ||||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 414,774 | 0.66 | 174,396 | -3.33 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 10,954 | 4,824 | ||||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 574 | 3.42 | 241 | -0.41 | ||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 592,252 | 1.13 | 249,018 | -2.88 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 11,645 | 11.86 | 4,896 | 7.44 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 7,840 | 66.35 | 3,296 | 59.77 | ||||
| 2025-08-27 | NP | USRD - 主题美国研发冠军 ETF | 38 | 16 | ||||||
| 2025-08-27 | 13F | 蒙罗合伙公司 | 155,475 | 65,371 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 2,632 | 17.61 | 1,093 | 10.96 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 22 | 340.00 | 9 | 350.00 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 69,072 | 3.72 | 29 | 0.00 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 52,611 | 0.23 | 22,121 | -3.74 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 12 | 33.33 | 5 | 66.67 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 685 | 1.78 | 288 | -2.04 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 13,637 | 19.15 | 5,734 | 14.43 | ||||
| 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 | 504 | 21.15 | 222 | 13.33 | ||||
| 2025-07-31 | 13F | WFA资产管理公司 | 153 | 0.66 | 59 | 7.41 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 7,110 | 2.63 | 3,131 | -3.66 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 12,256 | 59.50 | 5,153 | 53.18 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 1,200 | 140.00 | 505 | 131.19 | |||
| 2025-08-14 | 13F | 信托信托公司 | 1,022 | 6.90 | 430 | 2.63 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 449,745 | 2,291.88 | 189,100 | 2,197.12 | ||||
| 2025-08-26 | NP | IYZ - iShares 美国电信 ETF | 40,954 | 13.90 | 17,220 | 9.39 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 1 | 0 | ||||||
| 2025-08-14 | 13F | 德肖公司 | 363,953 | 72.88 | 153,028 | 66.03 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 47,180 | 0.26 | 19,837 | -3.71 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,057 | 8.63 | 439 | 2.57 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 171 | 8.23 | 71 | 2.90 | ||||
| 2025-08-27 | NP | AWSAX - 景顺全球核心股票基金A类 | 21,398 | 123.88 | 8,997 | 115.03 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 643 | 270 | ||||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 1,225 | 12.59 | 515 | 8.19 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 958 | 22.51 | 422 | 15.03 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 4,793 | 22.90 | 2,015 | 18.04 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 6,194 | 113.96 | 2,604 | 105.52 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 5,583 | 3.72 | 2,347 | -0.38 | ||||
| 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 | 12,531 | 2.96 | 5,205 | -2.84 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 8,098 | 5.10 | 3,405 | 0.92 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 43,187 | 10.98 | 19,019 | 4.16 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 3,222 | 1,355 | ||||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 5,114 | 1.07 | 2,150 | 0.19 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 3,959 | 80.12 | 1,644 | 70.01 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 7,137 | 13.70 | 3,001 | 9.17 | ||||
| 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 | 3,211 | 1.33 | 1,414 | -4.91 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 190 | 80 | ||||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 53,984 | 0.14 | 22,698 | -3.83 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 778 | 3.73 | 289 | -11.35 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 24 | 11 | ||||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 4,142 | 2.15 | 1,742 | 20.99 | ||||
| 2025-08-08 | 13F | KBC 集团 | 51,834 | 2.44 | 22 | -4.55 | ||||
| 2025-03-27 | NP | 富国银行大师信托 - 富国银行多元化大盘成长投资组合 多元化大盘成长投资组合 | 1,683 | 55.83 | 790 | 62.68 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 65,037 | 2.16 | 27,346 | -1.89 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 860 | 2.50 | 362 | -1.63 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 3,312 | 1,393 | ||||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 4,154 | 49.59 | 1,747 | 43.70 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -2,487 | 6.01 | -1,046 | 1.75 | |||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 36 | 12.50 | 15 | 7.14 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 6,318 | 2,656 | ||||||
| 2025-07-29 | 13F | 私人信托公司 | 557 | 9.00 | 234 | 4.48 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 6,752 | 1.06 | 2,839 | -2.97 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 617 | 4.40 | 272 | -2.17 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 892 | 337.25 | 375 | 321.35 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 4,361 | 13.72 | 1,921 | 6.73 | ||||
| 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 | 84,462 | 1.19 | 35,084 | -4.52 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 272 | 6.67 | 114 | 2.70 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 239 | 4.37 | 101 | 0.00 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 15,162 | 50.55 | 6,314 | 44.82 | ||||
| 2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 127 | 56 | ||||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 512 | 215 | ||||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 872 | 19.94 | 367 | 15.09 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 14 | 600.00 | 6 | |||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 普通股投资组合初始类别 | 15,971 | 16.88 | 6,715 | 12.25 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 83,403 | 17.43 | 35,068 | 12.78 | ||||
| 2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 628 | 62.27 | 261 | 52.94 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 3,956 | 3.34 | 1,663 | -0.72 | ||||
| 2025-06-27 | NP | PCGRX - 胜利先锋中型股价值基金A类 | 25,570 | 11,261 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | 1,803,352 | 5.89 | 758,253 | 1.69 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 127,329 | 21.76 | 56,074 | 14.27 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 16,856 | 1.51 | 7,087 | -2.50 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 45,543 | 5.34 | 19 | 5.56 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 19,292 | 130.90 | 8,112 | 121.79 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 10,296 | 23.32 | 4,329 | 18.44 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 3,921 | 1,649 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 6,562 | 0.18 | 2,759 | -3.77 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 276 | 38.00 | 115 | 29.55 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 1,096 | 19.91 | 461 | 15.00 | ||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 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 | 11,984 | 18.27 | 4,978 | 11.59 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 127 | 12.39 | 56 | 3.77 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 36,730 | 16.56 | 15,443 | 11.95 | ||||
| 2025-07-15 | 13F | 传统解决方案有限责任公司 | 926 | 5.83 | 389 | 1.57 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,240 | 135.88 | 6,712 | 121.41 | ||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 4,840 | 7.60 | 2,035 | 3.35 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 851 | 3.65 | 358 | -0.56 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 5,930 | 7.35 | 2,493 | 3.10 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 990 | 3.12 | 416 | -0.95 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 4,100 | 1,703 | ||||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 8,373 | 19.00 | 3,478 | 12.27 | ||||
| 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 | 429,454 | 15.88 | 189,127 | 8.75 | ||||
| 2025-03-31 | NP | SPTE - SP 基金标普全球科技 ETF | 360 | 22.03 | 169 | 27.27 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 91 | 38 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 21,419 | 7.99 | 8,897 | 1.90 | ||||
| 2025-07-21 | 13F | 塞罗斯金融有限责任公司 | 507 | 213 | ||||||
| 2025-08-26 | NP | WTMVX - Segall Bryant & Hamill 全球大型基金 - 零售类 | 1,416 | 17.41 | 595 | 12.90 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 3,607 | 1,517 | ||||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 678 | 3.20 | 286 | 10.42 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 1,290 | 542 | ||||||
| 2025-07-29 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 6,382 | 2,651 | ||||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 1,927 | 97.03 | 810 | 89.25 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 4,137 | 5.43 | 1,739 | 1.28 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 1,374 | 578 | ||||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 成长与收入基金初始类别 | 2,757 | 3.84 | 1,159 | -0.26 | ||||
| 2025-07-28 | NP | ZGFAX-美国Beacon Ninety One全球特许经营基金Y类 | 11,454 | 8.74 | 4,758 | 2.61 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 4 | 2 | ||||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 428,057 | 5.05 | 179,981 | 0.89 | ||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 865 | 2.13 | 364 | -2.16 | ||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 4,682 | 87.28 | 1,969 | 79.89 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 6,339 | 4.09 | 2,665 | -0.04 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 297 | 20.24 | 123 | 13.89 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 5,751 | 2.82 | 2,418 | -1.23 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 1,250 | 0.97 | 550 | -5.17 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 1,358 | 1.27 | 571 | -2.73 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 116,000 | 395.73 | 48,773 | 376.11 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 33,173 | 106.69 | 13,948 | 98.51 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 213,102 | 15.17 | 89,290 | 11.45 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 74,271 | 4.41 | 31,228 | 0.27 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 567 | 0.18 | 238 | -3.64 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 1,109 | 3.26 | 466 | -0.85 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3 | 200.00 | 1 | |||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 12,182 | 5,122 | ||||||
| 2025-08-12 | 13F | 熵技术有限公司 | 18,431 | 409.57 | 7,749 | 389.51 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 5,738 | 2,413 | ||||||
| 2025-07-14 | 13F | 富达财富管理 | 24 | 4.35 | 10 | 0.00 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 16,371 | 6,883 | ||||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 1,297 | 19.54 | 545 | 14.98 | ||||
| 2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 4,436 | 1.28 | 1,865 | -2.71 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 780 | 328 | ||||||
| 2025-05-29 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI Discovery Mid Cap Growth Fund Series II | 21,894 | 1.23 | 9,585 | -4.11 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 400 | 15.27 | 0 | |||||
| 2025-07-23 | NP | RJMG - FT Raymond James 多元成长股票 ETF | 753 | 4.87 | 313 | -1.27 | ||||
| 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 | 95,761 | 0.08 | 39,777 | -5.57 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 87 | 3.57 | 0 | |||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 1 | 0 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 13,300 | 11.76 | 5,592 | 7.35 | |||
| 2025-08-05 | 13F | Lord & Richards 财富管理有限责任公司 | 966 | 45.92 | 406 | 40.48 | ||||
| 2025-07-28 | NP | VMSGX - 中型股战略增长基金 | 23,233 | 19.03 | 9,651 | 12.31 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 9,400 | 14.63 | 3,952 | 10.08 | |||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 2,073 | 23.25 | 913 | 8.57 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 12,763 | 0.81 | 5,366 | -3.19 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 10 | 4 | ||||||
| 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 | 665 | 48.11 | 280 | 42.35 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 908 | 1.00 | 382 | -3.05 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 13,341 | 23.04 | 5,609 | 18.16 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 3,060 | 1,287 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 8,545 | 14.85 | 3,549 | 8.37 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 3 | ||||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 13,678 | 9.64 | 6,024 | 2.90 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 40,800 | 6.29 | 17,155 | 2.08 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 5,017 | 2,109 | ||||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 1,410 | 30.92 | 621 | 22.77 | ||||
| 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 | 58,572 | 19.36 | 24,627 | 14.63 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 109,288 | 3.37 | 45,951 | -0.72 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 12,493 | 6.60 | 5,253 | 2.36 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 6,065 | 702.25 | 2,550 | 672.73 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 63,414 | 8.90 | 26,663 | 4.59 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 138,134 | 17.52 | 58,081 | 12.87 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 44,578 | 4.81 | 18,743 | 0.66 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 1,724 | 7.95 | 725 | 3.58 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 14,492 | 5.11 | 6,382 | -1.34 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 8,486 | 866.51 | 3,568 | 829.17 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 24 | 10 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,632 | 6.26 | 1,107 | 2.03 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 46,460 | 9.01 | 19,299 | 2.86 | ||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 326 | 4.49 | 137 | 0.74 | ||||
| 2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 6,264 | 0.87 | 2,759 | -5.35 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 8,994 | 3.24 | 3,736 | -2.61 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 电信基金可变年金 | 502 | 125.11 | 211 | 117.53 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 3,035 | 5.49 | 1,276 | 1.35 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 26,675 | 11.42 | 11,216 | 7.00 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 3,023 | 1.27 | 1,331 | -4.93 | ||||
| 2025-03-27 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 14,250 | 3.83 | 6,687 | 8.42 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 13,580 | 2,274.13 | 5,710 | 2,183.60 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 701 | 3.70 | 295 | -0.34 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 2,377 | 2.37 | 999 | -1.67 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 318 | 29.80 | 134 | 25.23 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 6,501 | 4.62 | 2,734 | 0.48 | ||||
| 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 | 24,775 | 59.19 | 10,417 | 52.88 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 3,640 | 4.15 | 1,530 | 0.00 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 39 | 5.41 | 16 | 0.00 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 515 | 0 | ||||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 1,616 | 712 | ||||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 642 | 270 | ||||||
| 2025-04-11 | 13F | 第一平权金融网络 | 688 | 6.50 | 301 | 1.01 | ||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 181 | 42.52 | 80 | 33.90 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 12,089 | 13.71 | 5,324 | 6.72 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 567 | 21.41 | 239 | 16.67 | ||||
| 2025-05-08 | NP | QBDSX - 量化管理收益基金投资者类别股票 | 1,689 | 87.04 | 739 | 77.22 | ||||
| 2025-07-23 | 13F | 沃姆瑟兄弟管理公司 | 932 | 21.83 | 392 | 17.77 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 496 | 209 | ||||||
| 2025-08-14 | 13F | 山顶控股公司 | 8,462 | 179.55 | 3,558 | 168.73 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 1,742 | 22.25 | 733 | 17.31 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 853 | 359 | ||||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 12,730 | 3.77 | 5,354 | -0.30 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 3,883 | 11.36 | 1,633 | 6.95 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 1,188 | 3.12 | 499 | -0.99 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 766 | 0.39 | 322 | -3.59 | ||||
| 2025-07-15 | 13F | 科维亚金融 | 105,066 | 21.54 | 44,176 | 16.73 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 3,258 | 73.95 | 1,370 | 66.95 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 1,232 | 58.76 | 516 | 51.92 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 362 | 152 | ||||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 81,684 | 11.49 | 34,336 | 7.09 | ||||
| 2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 235 | 19.90 | 99 | 15.29 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 88 | 69.23 | 37 | 68.18 | ||||
| 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 | 2,108,486 | 0.74 | 875,823 | -4.95 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 136,947 | 1.37 | 57,581 | -2.64 | ||||
| 2025-08-14 | 13F | Xponance公司 | 36,336 | 5.75 | 15,278 | 1.56 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 2,902 | 1.40 | 1,220 | -2.63 | ||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 180,909 | 11.92 | 75,146 | 5.60 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 8,073 | 261.05 | 3,394 | 247.03 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 31,692 | 9.69 | 13,325 | 5.34 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 3,590 | 0.56 | 1,510 | -3.39 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 900 | 28.57 | 378 | 23.53 | |||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 10,646 | 3.06 | 4,476 | -1.02 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 1,260 | 13.92 | 555 | 6.95 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,233 | 1.60 | 24,905 | -2.43 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 112,322 | 43.83 | 47,415 | 50.07 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 504 | 9.09 | 212 | 4.46 | ||||
| 2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 59 | 20.41 | 26 | 13.64 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 81 | 15.71 | 34 | 13.33 | ||||
| 2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 4,022 | 1,771 | ||||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,835 | 4.92 | 772 | 0.78 | ||||
| 2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 33,107 | 73.78 | 14,580 | 63.09 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 1,143 | 481 | ||||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 526 | 221 | ||||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 1,839 | 31.08 | 773 | 25.90 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 11,455 | 6.28 | 4,816 | 2.08 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 97,002 | 5.99 | 40,293 | 0.01 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 8,487 | 424,250.00 | 3,568 | |||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 16,279 | 17.72 | 7 | 0.00 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 1,181 | 0.25 | 517 | -4.96 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 2,771 | 1,165 | ||||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 59,385 | 30.08 | 24,862 | 25.78 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 48,139 | 36.06 | 20,239 | 30.67 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 104 | 44 | ||||||
| 2025-07-21 | 13F | ASR资产管理公司 | 16,550 | 24.13 | 6,958 | 19.21 | ||||
| 2025-08-11 | 13F | 花旗集团 | 285,964 | 20.12 | 120,237 | 15.36 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 9,610 | 11.81 | 4,207 | 5.89 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 10,781 | 0.23 | 4,748 | -5.94 | ||||
| 2025-08-08 | 13F | Summerhill Capital Management lnc. | 2 | 1 | ||||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 3,086 | 1,359 | ||||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 27,900 | 10.31 | 11,731 | 5.93 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 5,366,627 | 1.81 | 2,256,452 | -2.22 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 25,355 | 6.38 | 10,532 | 0.37 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,028 | 19.81 | 427 | 13.26 | ||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 3,066 | 1,284 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | 19,223 | 18.65 | 8,082 | 13.96 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 935 | 14.86 | 393 | 10.39 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 37 | 184.62 | 16 | 200.00 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 69,440 | 0.06 | 29,272 | -3.90 | ||||
| 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 | 16,271 | 1.81 | 6,841 | -2.22 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 3,400 | 240.00 | 1,430 | 227.00 | |||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -757 | -52.45 | -314 | -55.14 | |||
| 2025-08-14 | 13F | 都铎投资公司等 | 14,830 | 6,235 | ||||||
| 2025-07-31 | 13F | 拉扎德兄弟管理公司 | 287,672 | 25.39 | 121 | 20.00 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 1,665 | 19.01 | 700 | 14.22 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 29,443 | 2.00 | 12,966 | -4.27 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 15,644 | 21.64 | 6,578 | 16.82 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 503 | 2.65 | 211 | -1.40 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 44,497 | 8.50 | 19,596 | 1.83 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 4,860 | 8.80 | 2,043 | 4.50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 2,969 | 1.78 | 1,248 | -2.27 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 2,006 | 3.62 | 843 | -0.47 | ||||
| 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 | 31,348 | 1.97 | 13,181 | -2.07 | ||||
| 2025-08-06 | 13F | 南州公司 | 13,755 | 2.01 | 5,783 | -2.03 | ||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 321,598 | 0.37 | 135,219 | -3.61 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 2,952 | 0.03 | 1,241 | -3.87 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 526 | 18.20 | 221 | 13.92 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 133 | 56 | ||||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,917 | 6.35 | 3,289 | 0.37 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 55 | 23 | ||||||
| 2025-08-08 | 13F | 认可投资者公司 | 1,159 | 487 | ||||||
| 2025-07-11 | 13F | TrimTabs 资产管理有限责任公司 | 33,599 | 12.73 | 14,127 | 8.27 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,203,259 | 6.05 | 505,922 | 1.84 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 36,410 | 0.42 | 15,309 | -3.56 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 3,401,738 | 0.81 | 1,430,295 | -3.19 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 1,276 | 6.69 | 536 | 2.49 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 2,474 | 1,040 | ||||||
| 2025-07-21 | 13F | 111资本 | 2,332 | 981 | ||||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 8,531 | 0.55 | 3,587 | -3.42 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 333 | 140 | ||||||
| 2025-07-29 | NP | Voya 基础设施、工业和材料基金 | 613 | 255 | ||||||
| 2025-08-14 | 13F | FIL有限公司 | 1,601 | 104.21 | 673 | 96.21 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 214,441 | 0.24 | 90,164 | -3.73 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 1,256 | 6.26 | 528 | 2.13 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 2,464 | 32.19 | 1,036 | 26.96 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 439 | 0 | ||||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 103,254 | 40.48 | 42,890 | 32.56 | ||||
| 2025-03-26 | NP | CHUSX - 阿尔杰全球焦点基金A类 | 525 | 246 | ||||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 905 | 21.31 | 381 | 16.51 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 10,583 | 88.31 | 4,711 | 91.46 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 13,737 | 4.03 | 5,781 | -0.09 | ||||
| 2025-08-14 | 13F | 道富银行 | 7,681,622 | 1.34 | 3,237,985 | -2.67 | ||||
| 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 | 167,803 | 3.01 | 69,702 | -2.80 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 10,616 | 4,675 | ||||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 50,439 | 29.34 | 21,208 | 24.21 | ||||
| 2025-06-24 | NP | SWANX - 嘉信核心股票基金 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 | 21,898 | 30.55 | 9,644 | 156.74 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 2,270 | 84.85 | 954 | 77.65 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 1,326 | 9.50 | 558 | 5.09 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 2,574 | 33.71 | 1,082 | 28.50 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 650 | 273 | ||||||
| 2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 829 | 349 | ||||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,146 | 26.63 | 482 | 21.46 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 11,540 | 4,852 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 15,275 | 61.61 | 6,614 | 56.78 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 3,611 | 1,518 | ||||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 1,200 | 100.00 | 505 | 92.37 | ||||
| 2025-06-27 | NP | BMVP - 景顺动态市场 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,681 | 14.20 | 2,061 | 7.18 | ||||
| 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 | 23,130 | 1.26 | 9,608 | -4.46 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,907 | 156.66 | 797 | 154.31 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 18 | 260.00 | 8 | 250.00 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 5,165 | 0.74 | 2,275 | -5.45 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 10,625 | 13.72 | 4,467 | 9.22 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 16,462 | 2,071.77 | 6,922 | 1,990.94 | ||||
| 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 | 44 | 19 | ||||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 1,461 | 9.93 | 616 | 5.85 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 131,829 | 1.92 | 55,429 | -2.12 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 208 | 3.48 | 87 | -1.14 | ||||
| 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 | 20,428 | 7.02 | 8,485 | 0.99 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 46,734 | 6.07 | 19,650 | 1.87 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | Short | -461 | 51.15 | -191 | 42.54 | |||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 2,855 | 2.48 | 1,257 | -3.83 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 26,198 | 635.90 | 11,015 | 607.00 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 14,751 | 16.48 | 6,202 | 11.87 | ||||
| 2025-04-18 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,372 | 10.91 | 604 | -2.43 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 3,009 | 1.90 | 1,265 | -2.09 | ||||
| 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 | 2,769 | 2.75 | 1,219 | -3.56 | ||||
| 2025-05-29 | NP | OALGX - 最佳大盘成长基金 A 类 | 43,268 | 210.61 | 18,943 | 194.24 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 4,490 | 26.91 | 1,888 | 21.90 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 13,292 | 10.16 | 5,589 | 5.79 | ||||
| 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 | 182 | 19.74 | 80 | 12.68 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 163 | 40.52 | 69 | 36.00 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 1,248 | 46.82 | 550 | 37.94 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 43,954 | 28.74 | 18 | 28.57 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -9,714 | 1.99 | -4,084 | -2.04 | |||
| 2025-07-14 | 13F | 芝加哥信托公司 | 486 | 204 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 25,957 | 4.24 | 10,914 | 0.11 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 736 | 0.41 | 309 | -3.74 | ||||
| 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 | 165,958 | 67.55 | 68,936 | 58.10 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 547 | 1.48 | 230 | -2.55 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,738,578 | 18.14 | 731,003 | 13.46 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 9,252 | 13.17 | 3,890 | 8.69 | ||||
| 2025-06-30 | NP | AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级 | 34,335 | 15,121 | ||||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -1,385 | -49.89 | -575 | -52.71 | |||
| 2025-06-17 | NP | 商业基金 - 中型价值基金股票 | 1,050 | 462 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 8,762 | 9.09 | 3,684 | 4.51 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 1,900 | 82.34 | 799 | 75.00 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 82,396 | 16.48 | 34,644 | 11.87 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 26,472 | 216.35 | 11,130 | 203.85 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 905 | 88.94 | 381 | 81.82 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 18,035 | 7,942 | ||||||
| 2025-03-26 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 1,212 | 3.77 | 569 | 8.40 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 3,700 | 164.29 | 2 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 383 | 19,000.00 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | 1,961 | 7.81 | 825 | 3.52 | ||||
| 2025-04-28 | NP | BFOR - 巴伦 400 ETF | 822 | 1.23 | 362 | -10.86 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 105,119 | 2.64 | 43,664 | -3.15 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 11,498 | 9.04 | 5,395 | 28.27 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,490 | 31.16 | 626 | 25.96 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,317 | 0.30 | 554 | -3.66 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 13,948 | 345.34 | 5,865 | 327.72 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 13,657 | 4.38 | 6,014 | -2.04 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 12,209 | 13.11 | 5,134 | 8.61 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 122 | 2,340.00 | 51 | 5,000.00 | ||||
| 2025-08-13 | 13F | 专题资产管理 | 64,480 | 5.05 | 27,111 | 0.88 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 739,452 | 1.02 | 310,910 | -2.98 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 638 | 268 | ||||||
| 2025-04-10 | 13F | 联合消化控股公司 | 98,463 | 2.41 | 43,102 | -2.99 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 91 | 35.82 | 0 | |||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 23,511 | 18.72 | 9,931 | 14.43 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 60 | 26 | ||||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 1,542 | 4.26 | 648 | 0.15 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 1,355,159 | 35.24 | 568,930 | 29.80 | ||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 219 | 11.73 | 91 | 4.65 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 25,322 | 7.94 | 10,647 | 3.66 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 47,801 | 53.56 | 20,098 | 47.48 | ||||
| 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 | 1,984 | 25.57 | 834 | 20.69 | ||||
| 2025-06-20 | NP | ABOT - TrimTabs Donoghue Forlines 风险管理创新 ETF | 379 | 80.48 | 167 | 69.39 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 3,602 | 0.95 | 1,514 | -3.07 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 1,341 | 24.28 | 564 | 19.28 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 2,800 | 47.37 | 1,177 | 41.64 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 54,413 | 22,878 | ||||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 5,290 | 3.58 | 2,224 | -0.49 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 1,894 | 7.49 | 797 | 3.24 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 42 | 18 | ||||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 9,115 | 0.26 | 3,833 | -3.72 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 13,757 | 1.91 | 5,783 | -2.15 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 59,473 | 69.39 | 25,006 | 62.68 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 13,554 | 5.09 | 5,699 | 0.92 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 7 | 16.67 | 3 | 0.00 | ||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 46,379 | 20,305 | ||||||
| 2025-07-29 | 13F | 卡顿伍德资本顾问有限公司 | 569 | 3.45 | 239 | -0.42 | ||||
| 2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 2,436 | 23.22 | 1,024 | 18.38 | ||||
| 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 | 224,862 | 4.59 | 94,545 | 0.45 | ||||
| 2025-08-06 | 13F | 石墨烯投资公司 | 7,900 | 17.91 | 3,322 | 13.23 | ||||
| 2025-04-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 5,777 | 19.11 | 2,543 | 4.95 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 67,498 | 2.22 | 28,380 | -1.83 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 755 | 317 | ||||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,384 | 240.05 | 575 | 220.67 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 6,264 | 0.48 | 2,602 | -5.21 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 4,148 | 20.76 | 1,744 | 16.03 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 1,070 | 450 | ||||||
| 2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 558 | 5.28 | 235 | 0.86 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 750 | 5.49 | 315 | 1.29 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 16,451 | 1.06 | 6,917 | -2.96 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 3,699 | 25.01 | 1,555 | 20.08 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 23,107 | 5.31 | 9,716 | 1.15 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 4,383 | 49.74 | 1,843 | 43.87 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 12,343 | 1.58 | 5,190 | -2.44 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 943 | 2.17 | 397 | -1.98 | ||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 169,450 | 0.07 | 71,247 | -3.90 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 287 | 6.69 | 121 | 2.56 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 154,166 | 293.98 | 64,821 | 278.38 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 11,627 | 5 | ||||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 487 | 16.23 | 205 | 11.48 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 373 | 10.68 | 157 | 6.12 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,739 | 29.39 | 731 | 24.74 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 314,252 | 9.33 | 132,130 | 5.00 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,828 | 21.10 | 3,252 | 14.27 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates 有限责任公司 | 737 | 1.24 | 310 | -2.83 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 96,864 | 9.02 | 40,727 | 4.70 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 13,902 | 0.30 | 5,845 | -3.68 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 11,188 | 141.80 | 4,912 | 142.52 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 885 | 1.84 | 386 | 1.58 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 662,575 | 11.74 | 279 | 7.34 | ||||
| 2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 2,342 | 1.34 | 985 | -2.67 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 87,335 | 0.77 | 36,277 | -4.92 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 2,963 | 1,246 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 2,611 | 37.35 | 1,098 | 31.85 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 3,375 | 120.44 | 1,419 | 111.79 | ||||
| 2025-08-05 | 13F | 日内瓦资本管理有限公司 | 4,579 | 16.40 | 1,925 | 11.79 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 674 | 284 | ||||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 991 | 412 | ||||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 1,438 | 23.33 | 605 | 18.43 | ||||
| 2025-08-06 | 13F | 融合金融有限公司 | 1,832 | 81.57 | 770 | 74.60 | ||||
| 2025-07-24 | 13F | 东方银行 | 1,591 | 5.71 | 669 | 1.52 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 15,558 | 41,948.65 | 0 | -100.00 | ||||
| 2025-08-26 | NP | WPSGX - AB集中成长基金顾问级 | 34,987 | 14,711 | ||||||
| 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 | 1,102 | 10.87 | 463 | 6.44 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 1,091 | 65.05 | 0 | |||||
| 2025-07-10 | 13F | 天空投资集团有限责任公司 | 1,079 | 24.88 | 454 | 19.84 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 6,077 | 12.70 | 2,555 | 8.26 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 11,565 | 1.77 | 4,913 | -1.25 | ||||
| 2025-07-21 | 13F | 格林伍德资本联合有限公司 | 9,205 | 102.89 | 3,870 | 94.86 | ||||
| 2025-07-09 | 13F | 定义财富管理有限公司 | 2,852 | 0.21 | 1,199 | -3.77 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 251,571 | 4.49 | 105,776 | 0.35 | ||||
| 2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 1,889 | 32.38 | 785 | 24.84 | ||||
| 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 | 9,257 | 5.54 | 4,077 | -0.95 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 57 | 16.33 | 24 | 9.52 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 2,807 | 0.57 | 1,229 | -4.81 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 3,587 | 14.56 | 1,508 | 10.07 | ||||
| 2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 2,340 | 0.34 | 984 | -3.72 | ||||
| 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 | 50,095 | 0.43 | 22,061 | -5.75 | ||||
| 2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 10,536 | 1.71 | 4,376 | -4.04 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 25 | 8.70 | 11 | 0.00 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 1,318 | 65.79 | 580 | 55.50 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 1,352 | 12.20 | 569 | 7.78 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 768 | 323 | ||||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 206,394 | 1.58 | 87 | -2.27 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 7,400 | 3,111 | ||||||
| 2025-08-13 | 13F | Ceredex 价值顾问有限责任公司 | 77,050 | 32,396 | 38,931.33 | |||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 1,686 | 4.85 | 709 | 0.71 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 89 | 27.14 | 37 | 23.33 | ||||
| 2025-08-15 | NP | LCAP——本金增值精选ETF | 953 | 401 | ||||||
| 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 | 266 | 18.75 | 117 | 5.41 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 4,241 | 1,783 | ||||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 24,188 | 4.07 | 10,170 | -0.05 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 T. Rowe Price 股票收入投资组合初始类别 | 8,169 | 0.55 | 3,435 | -3.43 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 7,615 | 180.48 | 3,202 | 169.44 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 7,857 | 12.99 | 3,303 | 8.51 | ||||
| 2025-06-27 | NP | TWCGX - 成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 162,370 | 9.31 | 71,506 | 2.59 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 123,622 | 51,978 | ||||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 2,755 | 153.45 | 1,158 | 130.68 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 30,079 | 0.41 | 12,647 | -3.57 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,163 | 7.88 | 512 | 1.39 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 5,834 | 2,453 | ||||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 119,873 | 1.16 | 50,402 | -2.85 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 1,026 | 0.10 | 431 | -3.79 | ||||
| 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 | 76,360 | 1.36 | 33,628 | -4.87 | ||||
| 2025-08-07 | 13F | 拉弗投资公司 | 2,350 | 370.00 | 988 | 353.21 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 512 | 216 | ||||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 21,603 | 22.63 | 9,083 | 17.78 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 235 | 52.60 | 84 | 35.48 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 9,165 | 151.44 | 3,854 | 141.57 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 52,831 | 13.91 | 23,266 | 6.91 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 462 | 144.44 | 192 | 130.12 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 291 | 0.34 | 122 | -3.17 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 35,794 | 0.41 | 14,868 | -5.25 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 4,744 | 227.40 | 2 | |||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 1,254 | 5.03 | 1 | |||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 107 | 4.90 | 45 | 0.00 | ||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 75,646 | 2.13 | 31,806 | -1.91 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 2,873 | 1.99 | 1,208 | -2.11 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 573 | 241 | ||||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 213 | 93.64 | 90 | 85.42 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,500 | 11,008 | ||||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 21,856 | 159.39 | 9,079 | 144.76 | ||||
| 2025-08-08 | 13F | OmniStar 金融集团公司 | 3,259 | 8.31 | 1,370 | 3.95 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 675 | 14.80 | 312 | 21.40 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 5,960 | 18.32 | 2,506 | 13.61 | ||||
| 2025-08-13 | 13F | 道奇考克斯 | 11,355 | 1.13 | 4,774 | -2.87 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 546 | 15.68 | 0 | |||||
| 2025-07-10 | 13F | 瑞典银行 | 1,118,430 | 3.63 | 470,255 | -0.48 | ||||
| 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 | 84,815 | 0.94 | 35,661 | -3.06 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 294,715 | 63.35 | 123,916 | 56.88 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 11,000 | 8.35 | 4,569 | 2.24 | ||||
| 2025-07-07 | 13F | 巅峰财务顾问有限公司 | 6,029 | 2,535 | ||||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 504 | 5.44 | 212 | 0.96 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 102,670 | 33.86 | 43 | 30.30 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 144,177 | 3.96 | 63,494 | -2.43 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 92,750 | 6.71 | 38,998 | 2.49 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 5,812 | 11.58 | 2,444 | 7.15 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 796 | 12.59 | 335 | 8.09 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 1,195,796 | 54.54 | 502,784 | 48.42 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 1,449 | 1.40 | 611 | -2.71 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,000 | 415 | ||||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 2,771 | 1,165 | ||||||
| 2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 790 | 2.86 | 348 | -3.61 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 13,108 | 1.97 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 2,143 | 901 | ||||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 8,164 | 14.28 | 3,391 | 7.86 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,185 | 3.07 | 908 | -2.79 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 74 | 289.47 | 31 | -22.50 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 2,756 | 56.06 | 1,219 | 57.70 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 4,674 | 1,965 | ||||||
| 2025-08-18 | 13F | 第二线资本有限责任公司 | 857 | 4.13 | 361 | 0.00 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 10,839 | 46.93 | 4,773 | 37.91 | ||||
| 2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 2,743 | 3.63 | 1,153 | -0.43 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 18,055 | 27.88 | 7,591 | 22.81 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 751 | 6.07 | 316 | 1.94 | ||||
| 2025-08-04 | 13F | 惠伦财富管理公司 | 612 | 257 | ||||||
| 2025-08-13 | 13F | 奥尔良资本管理公司/la | 4,427 | 1.03 | 1,861 | -2.97 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 6,259 | 90.13 | 3 | 100.00 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 98 | 12.64 | 41 | 7.89 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 486 | 0.83 | 204 | -3.32 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 1,751 | 22.53 | 736 | 17.76 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 557 | 5.09 | 234 | 1.30 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 3,090 | 1,299 | ||||||
| 2025-05-27 | NP | CZMGX - 多经理增长策略基金机构类别 | 70,602 | 216.12 | 30,910 | 199.43 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 664 | 11.04 | 279 | 6.90 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 551 | 25.80 | 232 | 14.85 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 10 | 25.00 | 4 | 33.33 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 162 | 33.88 | 67 | 26.42 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 43,201 | 4.74 | 19,025 | -1.69 | ||||
| 2025-08-26 | NP | DFDPX - DF Dent Premier 成长基金 | 8,285 | 110.55 | 3,484 | 102.26 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 5,460 | 0.52 | 2,296 | -3.49 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 14,408 | 0.49 | 6,058 | -3.50 | ||||
| 2025-06-27 | NP | PCBCX - 胜利先锋平衡基金C类 | 9,219 | 4,060 | ||||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 17,270 | 7,261 | ||||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,796 | 31.40 | 1,992 | 24.03 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 531 | 0.38 | 223 | -3.46 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 915 | 19.92 | 403 | 12.29 | ||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 3,363 | 6.32 | 1,397 | 0.29 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 69,127 | 306.49 | 29,065 | 290.40 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 3,912 | 60.20 | 1,625 | 51.07 | ||||
| 2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,645 | 5.16 | 1,533 | 0.99 | ||||
| 2025-07-22 | NP | GINN - 高盛创新股票 ETF | 886 | 368 | ||||||
| 2025-08-26 | NP | BGDV——Bahl & Gaynor 股息 ETF | 56,360 | 1.32 | 23,697 | -2.69 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 1,789 | 39.55 | 752 | 34.05 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 32 | 33.33 | 13 | 30.00 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 175 | 11.46 | 0 | |||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -1,588 | -54.32 | -660 | -56.93 | |||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 59 | 3.51 | 25 | 0.00 | ||||
| 2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 788 | 331 | ||||||
| 2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 1,029 | 104.57 | 438 | 98.64 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 1,822 | 0.11 | 757 | -5.62 | ||||
| 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 | 6 | 20.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 9,682 | 181.86 | 4,071 | 170.79 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 618 | 260 | ||||||
| 2025-08-14 | 13F | 希尔顿资本管理有限责任公司 | 2,580 | 8.40 | 1,085 | 4.13 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 3,898 | 8.55 | 1,639 | 4.20 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 2,817 | 1.11 | 1,188 | -2.86 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 613,007 | 0.53 | 257,745 | -3.46 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 816 | 8.51 | 343 | 4.26 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 7,149 | 38.12 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 155,455 | 0.57 | 65,358 | -3.40 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 107,448 | 25.14 | 45,179 | 20.19 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | Call | 30,000 | 14.94 | 12,614 | 10.39 | |||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 945 | 397 | ||||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 949 | 12.04 | 399 | 7.84 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 13,194 | 5,548 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -35 | -15 | |||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 39 | 8.33 | 16 | 6.67 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 139,912 | 17.01 | 58,763 | 12.21 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 6,066 | 40.29 | 2,520 | 32.37 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 1,615 | 24.81 | 679 | 19.96 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 3,125 | 1,314 | ||||||
| 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 | 22,877 | 17.89 | 9,503 | 11.24 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 2,108 | 8.77 | 928 | 2.09 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 7,796 | 0.92 | 3,287 | -3.07 | ||||
| 2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 602 | 253 | ||||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 15,288 | 217.77 | 6,428 | 205.18 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 6,190 | 2,603 | ||||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 488 | 205 | ||||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 1,500 | 631 | ||||||
| 2025-06-24 | NP | FMUAX - 联邦市政和股票优势基金 A 类股票 | 10,256 | 17.66 | 4,517 | 10.42 | ||||
| 2025-08-28 | NP | Acap战略基金 | Short | -98,846 | -0.25 | -41,561 | -4.20 | |||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 500 | 210 | ||||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 7,912 | 0.08 | 3,327 | -3.90 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 9,534 | 10.73 | 4,009 | 6.34 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 276,393 | 2.53 | 116,212 | -1.53 | ||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 50 | 21 | ||||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 1,962 | 50.58 | 825 | 44.74 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 16,346 | 1.79 | 6,873 | -2.07 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Discovery 中型成长基金 R6 级 | 146,589 | 3.54 | 64,556 | -2.83 | ||||
| 2025-07-17 | 13F | 景顺有限公司 | 1,768 | 48.82 | 743 | 42.88 | ||||
| 2025-07-30 | 13F | 阿伯投资顾问有限责任公司 | 1,627 | 4.16 | 684 | 0.15 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 591 | 10.26 | 253 | 10.00 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 193,997 | 42.22 | 81,568 | 36.58 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 1,793 | 754 | ||||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 11,523 | 1,604.59 | 4,845 | 1,542.03 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 5,823 | 6.20 | 2,448 | 2.00 | ||||
| 2025-03-31 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -4,506 | -2,114 | |||||
| 2025-08-12 | 13F | 万国数据财富管理 | 21,896 | 29.81 | 9,206 | 24.67 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 3,664 | 1,541 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 4,244 | 4.76 | 1,869 | -1.63 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 35,362 | 5.65 | 14,868 | 1.47 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 21,885,593 | 1.79 | 9,202,016 | -2.25 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 7,409 | 9.93 | 3,115 | 5.59 | ||||
| 2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,327,023 | 1.77 | 557,960 | -2.26 | ||||
| 2025-08-28 | NP | IDGT - iShares 北美科技多媒体网络 ETF | 11,512 | 17.75 | 4,840 | 13.08 | ||||
| 2025-08-22 | NP | FMAGX - 富达麦哲伦基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,392,855 | 22.99 | 585,640 | 18.12 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 15,203 | 4.33 | 6,392 | 0.20 | ||||
| 2025-08-07 | 13F | 弗里蒙特管理公司 | 21,400 | 67.19 | 8,998 | 60.57 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 768,483 | 198.39 | 323,350 | 186.77 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,265,216 | 4.39 | 531,973 | 0.25 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 81,902 | 4.26 | 34 | 0.00 | ||||
| 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 | 9 | 4 | ||||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 29,679 | 0.43 | 12,479 | -3.56 | ||||
| 2025-08-08 | 13F | 第1776章 | 667 | 2.93 | 280 | -1.06 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 7,220 | 4.52 | 3,036 | 0.36 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 928 | 11.67 | 409 | 4.88 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 31,815 | 3.49 | 13,376 | -0.62 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 12,364 | 6.99 | 5,198 | 2.75 | ||||
| 2025-06-26 | NP | FCPI - 富达通胀股票 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,344 | 592 | ||||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 56,950 | 2.78 | 24,933 | -2.64 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 32,689 | 973.53 | 13,744 | 931.06 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 356 | 105.78 | 157 | 92.59 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 2,441 | 0.08 | 1,026 | -3.84 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 118 | 7.27 | 50 | 2.08 | ||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 2,627 | 1,105 | ||||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 16,354 | 194.45 | 7 | 200.00 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 52,821 | 8.39 | 22,209 | 4.10 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 3,493 | 126.08 | 1,469 | 122.09 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 30,828 | 4.95 | 12,805 | -0.97 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 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 | 79,595 | 0.29 | 35,053 | -5.88 | ||||
| 2025-08-06 | 13F | LeClair财富合伙公司 | 702 | 0.29 | 295 | -3.59 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 13,592 | 9.29 | 5,715 | 4.96 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 2,452 | 0.99 | 1,031 | -3.01 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 6,650 | 2,797 | ||||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 2,796 | 1 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 6,623 | 31.96 | 2,785 | 26.72 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 6,200 | 2,607 | ||||||
| 2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 1,266 | 2.01 | 532 | -2.03 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 177 | 75 | ||||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 3,942 | 1.03 | 1,657 | -2.99 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 566 | 162.04 | 238 | 152.13 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 2,390 | 0.38 | 1,005 | -3.65 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 108 | 6.93 | 45 | 0.00 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 694 | 9.46 | 293 | 5.04 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 2,113 | 83.26 | 890 | 75.89 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 773 | 0.13 | 325 | -3.56 | ||||
| 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 | 283,998 | 12.25 | 125,070 | 5.34 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 36,603 | 0.20 | 15,390 | -3.77 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 1,255 | 5.20 | 528 | 0.96 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 298 | 124 | ||||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 4,738,387 | 2.03 | 1,992,302 | -2.02 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 51,320 | 11.46 | 21,578 | 7.04 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 27,401 | 3.79 | 11,521 | -0.32 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 16,503,761 | 4.81 | 6,939,171 | 0.65 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 2,474 | 1,040 | ||||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 275 | 14.58 | 115 | 9.52 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 160 | 344.44 | 67 | 346.67 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 347 | 25.72 | 146 | 20.83 | ||||
| 2025-07-25 | 13F | 阿波罗金融有限责任公司 | 483 | 0.42 | 203 | -3.33 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 603 | 19.88 | 254 | 15.00 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 1,109 | 28.80 | 466 | 23.94 | ||||
| 2025-08-26 | NP | SAMVX - Virtus Ceredex 中盘价值股票基金 A 类 | 70,000 | 29,432 | ||||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 23 | 10 | ||||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 3,684,110 | 2.47 | 1,549,021 | -1.59 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 1,782 | 749 | ||||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 340,855 | 7.60 | 150,109 | 0.98 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 6,088 | 556.74 | 2,560 | 531.85 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 661 | 278 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 4,200 | 1.92 | 1,766 | -2.11 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,238 | 3,924.52 | 2,747 | 3,715.28 | ||||
| 2025-06-27 | NP | PTF - Invesco DWA 科技动量 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 | 25,059 | 11.62 | 11,036 | 9.39 | ||||
| 2025-08-14 | 13F | 阿拉米亚管理有限公司 | 1,752 | 8.08 | 737 | 3.81 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 11 | 5 | ||||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 498 | 5.29 | 214 | 3.38 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | Put | 100 | 0 | |||||
| 2025-08-12 | 13F | 博克夫，那 | 15,892 | 12.77 | 6,682 | 8.30 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 42 | 17 | ||||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 4,167 | 10.24 | 1,752 | 0.29 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 53 | 960.00 | 22 | 1,000.00 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 79,700 | 7.99 | 33,511 | 3.71 | |||
| 2025-08-14 | 13F | 弗默尔有限公司 | 3,247,200 | 19.98 | 1,365,318 | 15.23 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 23,962 | 5.50 | 10,075 | 1.33 | ||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 6,748 | 30.04 | 2,972 | 22.06 | ||||
| 2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | Short | -28,677 | 1.45 | -12,058 | -2.58 | |||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 563,990 | 59.28 | 237,135 | 52.97 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 146,368 | 5.93 | 61,366 | 2.26 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 6 | 50.00 | 3 | 100.00 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 4,484 | 4.77 | 1,885 | 0.59 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 17 | 7 | ||||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 236 | 99 | ||||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 16 | 7 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 99,738 | 145.03 | 41,936 | 135.33 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 51,300 | 1.18 | 21,570 | -2.82 | |||
| 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 | 240,177 | 8.75 | 99,765 | 2.62 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 11 | 10.00 | 4 | 0.00 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 211 | 11.64 | 89 | 7.32 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 40,937 | 7.11 | 17,212 | 2.87 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 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 | 926 | 48.40 | 408 | 39.38 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 2,661 | 17.02 | 1,172 | 9.75 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 96,184 | 0.68 | 40,442 | -3.31 | ||||
| 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 | 1,060 | 0.57 | 440 | -4.97 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 1,830,332 | 2.11 | 769,583 | -1.93 | ||||
| 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 | 37,366 | 7.26 | 16,456 | 0.67 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 1,080 | 0.37 | 454 | -3.61 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 1,519 | 6.60 | 639 | 2.24 | ||||
| 2025-07-22 | 13F | 金融洞察公司 | 523 | 220 | ||||||
| 2025-08-11 | 13F | 斯通里奇投资合伙公司 | 1,127 | 0 | ||||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 253,200 | 87.69 | 106,460 | 80.26 | ||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 6,021 | 1.02 | 2,532 | -2.99 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 766 | 8.19 | 322 | 4.21 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 540 | 1.12 | 227 | -2.58 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 41,214 | 741.27 | 17,330 | 708.26 | ||||
| 2025-07-24 | 13F | 峰会广场财务顾问有限责任公司 | 9,002 | 5.87 | 3,785 | 1.69 | ||||
| 2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 2,516 | 1.33 | 1,058 | -2.76 | ||||
| 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 | 3,714 | 5.93 | 1,562 | 1.76 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 655 | 1.24 | 275 | -2.83 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 1,340 | 26.42 | 563 | 21.34 | ||||
| 2025-06-23 | NP | CMNWX - 本金资本增值基金（fka西海岸股票基金）A级 | 64,537 | 28,421 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 2,500 | 24.07 | 1,051 | 19.05 | ||||
| 2025-08-29 | NP | VNSE - Natixis Vaughan Nelson Select ETF | 868 | 22.25 | 365 | 17.42 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 2,139 | 6.52 | 899 | 2.28 | ||||
| 2025-07-23 | 13F | 哥伦布宏有限责任公司 | 12,126 | 6.26 | 5,099 | 2.04 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,000 | 10,512 | ||||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 11,201 | 4.67 | 4,710 | 0.51 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 17,253 | 3.07 | 7,254 | -1.01 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 123,574 | 3.64 | 52,209 | 0.18 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 526 | 222 | ||||||
| 2025-08-01 | 13F | 莫特科 | 22,872 | 49,621.74 | 10,040 | 50,100.00 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 2,725 | 1.64 | 1,146 | -2.39 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 28,918 | 2.43 | 12,159 | -0.53 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 1,925 | 0.89 | 811 | -2.99 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 87 | 148.57 | 37 | 140.00 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 10 | 4 | ||||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 5,197 | 0.80 | 2,185 | -3.19 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 26,954 | 1.76 | 11,333 | -2.28 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 1,243 | 0.32 | 523 | -3.69 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 820 | 0.12 | 345 | -3.91 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 4,339 | 15.00 | 1,802 | 8.55 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,112 | 3.25 | 2,954 | -2.57 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 113 | 0 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 17,554 | 111.01 | 7,381 | 102.64 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 306 | 25.41 | 129 | 20.75 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 639 | 9.61 | 269 | 5.10 | ||||
| 2025-08-08 | 13F | 财富联盟 | 2,286 | 0.53 | 961 | -3.42 | ||||
| 2025-08-13 | 13F | 挪威银行 | 2,074,650 | 872,307 | ||||||
| 2025-06-26 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 2,917 | 0.48 | 1,285 | -5.73 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 3 | 1 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 76,536 | 3.59 | 32,165 | -0.44 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 59 | 25 | ||||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 892 | 14.36 | 375 | 9.97 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | Call | 500 | 210 | |||||
| 2025-04-24 | NP | BMSFX - MFS 混合研究中型股票基金 A | 8,701 | 36.38 | 3,830 | 20.14 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -31 | -13 | |||||
| 2025-08-13 | 13F | 贝尔资产管理有限公司 | 15,001 | 6,307 | ||||||
| 2025-05-27 | NP | GMEZX - 影响力股票基金投资者 | 21 | 133.33 | 9 | 125.00 | ||||
| 2025-08-01 | 13F | 洛根资本管理公司 | 4,617 | 461,600.00 | 1,941 | |||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 5,189 | 5.38 | 2,182 | 1.21 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 207,302 | 87,162 | ||||||
| 2025-07-21 | 13F | 轩尼诗顾问公司 | 233 | 98 | ||||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 1,801 | 757 | ||||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 398 | 0.51 | 167 | -3.47 | ||||
| 2025-07-28 | 13F | CGC 金融服务有限责任公司 | 133 | 850.00 | 56 | 816.67 | ||||
| 2025-08-26 | NP | USSE - Segall Bryant & Hamill 精选股票 ETF | 24,744 | 17.10 | 10,404 | 12.45 | ||||
| 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 | 11,262 | 4.64 | 4,960 | -1.80 | ||||
| 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 | 11,084 | 8.02 | 4,881 | 1.39 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 43,026 | 3.96 | 18,091 | -0.16 | ||||
| 2025-08-26 | NP | FTCS - First Trust Capital Strength 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 | 379,867 | 4.12 | 159,719 | -0.01 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 50,547 | 4.66 | 22,260 | -1.78 | ||||
| 2025-08-28 | NP | IPDP - 股息执行者 ETF | 1,017 | 12.62 | 428 | 8.10 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 4,116 | 2.85 | 1,731 | -1.26 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 1,225 | 3,400.00 | 515 | 3,333.33 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 996 | 419 | ||||||
| 2025-08-25 | NP | TDIV - First Trust 纳斯达克科技股息指数基金 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 | 128,743 | 8.31 | 54,131 | 4.01 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,105 | 20.11 | 487 | 12.76 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 4,397 | 13.18 | 1,936 | 6.20 | ||||
| 2025-07-17 | 13F | 坎贝尔纽曼资产管理公司 | 2,267 | 953 | ||||||
| 2025-08-05 | 13F | 整体金融合作伙伴 | 605 | 0.33 | 254 | -3.79 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 390,119 | 0.32 | 164,030 | -3.65 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 882 | 1.38 | 0 | |||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 762 | 320 | ||||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 3,493 | 44.70 | 1,639 | 51.20 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 2,182 | 10.09 | 917 | 5.77 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 8,616 | 31.24 | 3,607 | 26.92 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | Short | -262 | -34.83 | -110 | -37.14 | |||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 4,481 | 455.96 | 1,884 | 435.23 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 29,296 | 13.83 | 12,306 | 9.38 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 41,666 | 17.32 | 17,519 | 12.67 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,951 | 8.32 | 3,061 | 1.66 | ||||
| 2025-05-29 | NP | VNVAX - Vaughan Nelson 价值机会基金 A 类 | 8,025 | 35.79 | 3,513 | 28.63 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 2,438 | 0.99 | 1,025 | -2.94 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 69,000 | 2.99 | 29,012 | -1.10 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 4,529 | 1,904 |
