机构和基金投资人持股 - 买家
在安费诺公司中开设新头寸的主要持有者包括 PRWCX - T. Rowe Price 资本增值基金, Alphinity投资管理有限公司, TEPLX - Templeton Growth Fund, Inc. A 类, Glenmede投资管理有限公司, 声音观察资本有限责任公司, 曼宁纳皮尔顾问有限公司, VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票, LAFFX - Lord Abbett 附属基金公司 A 类, CGUS - Capital Group 核心股票 ETF 股份类别, 信托基金, 参议员投资集团有限合伙人, MSOAX - MainStay MacKay 普通股基金 A 类, 马歇尔·韦斯律师事务所, PTF - Invesco DWA 科技动量 ETF, CLCEX - 多经理大盘成长策略基金机构类, 布西财富管理, 帕克伍德有限责任公司, 丰和基金管理有限公司有限公司, 中西部信托公司, 和 莫兰财富管理有限责任公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | 卡姆登国家银行 | 2,516 | 248 | ||||||
2025-08-05 | 13F | 亨特联合投资管理有限公司 | 19,941 | 3.33 | 2 | 0.00 | ||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 18,365 | 2.13 | 1,956 | 41.43 | ||||
2025-08-26 | NP | IXN - iShares 全球科技 ETF | 381,258 | 0.24 | 37,649 | 50.93 | ||||
2025-08-04 | 13F | NWK集团有限公司 | 69,124 | 6,826 | ||||||
2025-08-12 | 13F | 遗产信托公司 | 9,973 | 985 | ||||||
2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 13,386 | 0.81 | 1,322 | 51.84 | ||||
2025-08-28 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 15,132 | 419.29 | 1,494 | 690.48 | ||||
2025-07-25 | NP | FWD - AB 颠覆者 ETF | 93,004 | 97.90 | 8,364 | 167.27 | ||||
2025-08-13 | 13F | 直径资本有限合伙人 | 2,755 | 272 | ||||||
2025-08-14 | 13F | 哈丁洛夫纳有限公司 | 1,443,477 | 1.91 | 142,552 | 53.42 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 17,166 | 94.82 | 1,695 | 193.76 | ||||
2025-07-31 | 13F | 三井住友信托控股公司 | 5,131,227 | 4.25 | 506,709 | 56.95 | ||||
2025-08-26 | NP | MADE - iShares 美国制造业 ETF | 9,045 | 12.77 | 893 | 69.77 | ||||
2025-07-28 | NP | VGLSX - 全球策略基金 | 411 | 463.01 | 37 | 800.00 | ||||
2025-08-12 | 13F | 动态技术实验室私人有限公司 | 3,747 | 370 | ||||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 96,970 | 58.57 | 9,576 | 138.78 | ||||
2025-08-12 | 13F | 联合银行 | 2,820 | 278 | ||||||
2025-08-11 | 13F | 电池全球顾问有限责任公司 | 373 | 0.27 | 37 | 50.00 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 265,250 | 0.20 | 26,193 | 50.86 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 76,508 | 2.80 | 7,555 | 54.78 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 20,461 | 136.27 | 2,020 | 255.63 | ||||
2025-08-12 | 13F | Titleist 资产管理有限公司 | 2,140 | 211 | ||||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 1,617 | 160 | ||||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 3,804 | 4.65 | 376 | 57.56 | ||||
2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 21,723,306 | 29.74 | 2,145 | 95.36 | ||||
2025-07-28 | 13F | 双树管理有限公司 | 555,966 | 1,155.40 | 54,902 | 1,790.53 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,298 | 26.14 | 100 | 37.50 | ||||
2025-08-11 | 13F | 塔桥顾问 | 9,825 | 145.62 | 970 | 270.23 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 264 | 200.00 | 26 | 420.00 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 122,465 | 16.10 | 12 | 100.00 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 870,896 | 2.49 | 86,001 | 54.30 | ||||
2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 340 | 112.50 | 31 | 200.00 | ||||
2025-08-08 | 13F | Mv 资本管理公司 | 1,595 | 5.28 | 158 | 58.59 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 97,048 | 9.92 | 9,589 | 65.47 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 11,967 | 1.36 | 1,300 | 45.14 | ||||
2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 134,783 | 2.79 | 13,310 | 54.76 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 3,556 | 203.93 | 351 | 361.84 | ||||
2025-08-14 | 13F | 明治安田生命保险公司 | 11,555 | 82.77 | 1,141 | 175.60 | ||||
2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | Short | -1,585 | -24.13 | -157 | 13.87 | |||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 4,431 | 438 | ||||||
2025-07-17 | 13F | 罗利资本管理公司 | 3,119 | 308 | ||||||
2025-08-14 | 13F | 犹他州退休系统 | 195,895 | 0.21 | 19,345 | 50.88 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 126,900 | 54.00 | 12,531 | 131.88 | |||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 5,970 | 14.41 | 590 | 72.22 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | 1,796,259 | 363.75 | 177,381 | 598.21 | ||||
2025-07-18 | 13F | 埃瓦有限责任公司 | 5,200 | 2.26 | 514 | 54.05 | ||||
2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 9,638 | 1.99 | 952 | 53.63 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 468,000 | 327.79 | 46,215 | 544.11 | |||
2025-07-17 | 13F | 肯塔基独立银行 | 740 | 73 | ||||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 92,256 | 0.18 | 9,110 | 50.83 | ||||
2025-07-03 | 13F | 城市中心顾问有限公司 | 4,884 | 482 | ||||||
2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 7,128 | 704 | ||||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 13 | 160.00 | 1 | |||||
2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 2,966 | 10.10 | 293 | 65.91 | ||||
2025-07-15 | 13F | 麦克亚当有限责任公司 | 2,296 | 227 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 61,514 | 31.94 | 4,734 | 43.47 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 1,532 | 2.68 | 151 | 55.67 | ||||
2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 513 | 51 | ||||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 5,664 | 7.62 | 559 | 62.03 | ||||
2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 2,450 | 242 | ||||||
2025-07-14 | 13F | 克鲁资本管理有限公司 | 11,917 | 1,177 | ||||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 47,862 | 156.14 | 4,726 | 285.80 | ||||
2025-08-13 | 13F | 信托集团有限责任公司 | 34,933 | 9.22 | 3,450 | 64.47 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 7,222 | 2.44 | 713 | 54.33 | ||||
2025-06-27 | NP | RSPT - Invesco S&P 500 等权重技术 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 | 714,600 | 0.55 | 54,988 | 9.32 | ||||
2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 2,339 | 242 | ||||||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 2,174 | 215 | ||||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 762 | 0.93 | 75 | 53.06 | ||||
2025-06-17 | NP | MERAX - 麦迪逊中盘基金 中盘基金 A 类 | 1,259,841 | 8.02 | 96,945 | 17.44 | ||||
2025-07-30 | 13F | 驱动财富管理有限公司 | 7,640 | 3.40 | 756 | 55.67 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 10,501 | 24.76 | 1,037 | 87.68 | ||||
2025-07-17 | NP | JENSX - Jensen 质量增长基金公司 J 股 | 1,921,000 | 2.45 | 172,756 | 26.82 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe 定价大盘成长投资组合 A 类 | 215,240 | 0.72 | 21,255 | 51.64 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 6,425,110 | 10.17 | 634 | 65.97 | ||||
2025-08-14 | 13F | 多元化财富管理有限责任公司 | 3,429 | 384 | ||||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 13,918 | 1.96 | 1,374 | 53.52 | ||||
2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 2,725 | 19.52 | 269 | 80.54 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 399,473 | 21.18 | 39,448 | 82.45 | ||||
2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 23,380 | 5.38 | 2,103 | 42.32 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 3,397 | 0.83 | 335 | 52.27 | ||||
2025-08-21 | NP | LIONX - Issachar 基金 N 类股票 | 4,600 | 454 | ||||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 2,752,908 | 12.24 | 271,850 | 68.99 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 3,488 | 1.87 | 268 | 10.74 | ||||
2025-07-15 | 13F | 阿米斯顾问有限公司 | 13,226 | 56.91 | 1,306 | 101.54 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 245,591 | 0.77 | 24,252 | 51.72 | ||||
2025-06-17 | NP | MENAX - 麦迪逊备兑看涨期权和股票收益基金 备兑看涨期权和股票收益基金 A 类 | 45,000 | 3,463 | ||||||
2025-07-28 | 13F | 双树管理有限公司 | Put | 185,900 | 18,358 | |||||
2025-07-16 | 13F | 动机财富顾问 | 2,177 | 215 | ||||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 70,679 | 10.18 | 6,356 | 48.78 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 9,800 | 643 | ||||||
2025-08-14 | 13F | 嘉实投资服务有限公司 | 15,306 | 1,511 | ||||||
2025-08-14 | 13F | CIBC 世界市场公司 | 248,900 | 53.92 | 24,579 | 131.74 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 966 | 383.00 | 95 | 630.77 | ||||
2025-08-08 | 13F | Altfest LJ & Co 公司 | 9,305 | 8.49 | 919 | 63.35 | ||||
2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 4,165 | 4.94 | 411 | 58.08 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 28,513,760 | 8.43 | 2,804,338 | 63.05 | ||||
2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 33,133 | 0.26 | 3,272 | 50.95 | ||||
2025-08-12 | 13F | 马文和帕尔默联合公司 | 31,726 | 3,133 | ||||||
2025-07-30 | 13F | Argonautica私人财富管理公司 | 37,698 | 3,723 | ||||||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 117,249 | 5.42 | 11,578 | 58.73 | ||||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 2,488 | 246 | ||||||
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 | 18,409 | 33.80 | 1,656 | 80.68 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 灵活管理的基金 | 786,235 | 37.40 | 77,641 | 106.86 | ||||
2025-08-13 | 13F | 金沙资本管理有限公司 | 940,121 | 1.18 | 92,837 | 52.33 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 1,086,445 | 1.54 | 106 | 55.88 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 563,266 | 4.17 | 56 | 57.14 | ||||
2025-08-08 | 13F | 国民年金服务 | 3,280,941 | 14.41 | 323,993 | 72.24 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 79,553 | 7.40 | 7,154 | 45.02 | ||||
2025-08-14 | 13F | Point72香港有限公司 | 201,720 | 19,920 | ||||||
2025-07-21 | 13F | 马特恩资本管理有限公司 | 70,079 | 24.55 | 6,920 | 87.53 | ||||
2025-08-13 | 13F | 德克萨斯州资本银行股份公司/德克萨斯州 | 2,151 | 212 | ||||||
2025-08-12 | 13F | 英国保诚集团 | 69,017 | 133.81 | 6,815 | 252.01 | ||||
2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 170,445 | 1.96 | 16,831 | 53.51 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 16,300 | 81.11 | 1,610 | 172.71 | |||
2025-08-14 | 13F | Optiver控股有限公司 | 1,452 | 143 | ||||||
2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 118,183 | 4.70 | 11,671 | 57.64 | ||||
2025-08-14 | 13F | Bamco Inc /纽约/ | 1,889,030 | 1.94 | 186,542 | 53.48 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | 670,468 | 66,209 | ||||||
2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金:A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 322,500 | 27.42 | 31,847 | 91.84 | ||||
2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 14,546 | 10.28 | 1,436 | 66.01 | ||||
2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 4,075,598 | 1.13 | 313,617 | 9.95 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 32,718 | 0.44 | 3,231 | 51.22 | ||||
2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 448 | 204.76 | 40 | 344.44 | ||||
2025-08-12 | 13F | 富腾金融集团有限公司 | 27,699 | 227.53 | 2,735 | 393.68 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 517 | 46 | ||||||
2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 981,206 | 172.99 | 96,894 | 311.00 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 636 | 63 | ||||||
2025-07-22 | 13F | 格莱姆斯公司 | 2,313 | 228 | ||||||
2025-08-04 | 13F | 资产标记公司 | 41,689 | 29.39 | 4,117 | 94.79 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 24,077 | 23,504.90 | 2 | |||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 21,487 | 3.73 | 2,122 | 33.56 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1,655 | 3.12 | 163 | 55.24 | ||||
2025-07-29 | NP | SFY - SoFi Select 500 ETF | 15,802 | 64.78 | 1,421 | 122.73 | ||||
2025-07-09 | 13F | 派恩斯财富管理有限公司 | 8,380 | 17.17 | 833 | 94.17 | ||||
2025-08-06 | 13F | 荷兰集团 | 321,260 | 118.93 | 31,724 | 229.63 | ||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 2,514 | 11.24 | 248 | 67.57 | ||||
2025-08-14 | 13F | 缓存顾问有限责任公司 | 2,486 | 245 | ||||||
2025-08-04 | 13F | 顾问股份投资有限责任公司 | 102,415 | 3.26 | 10,113 | 54.33 | ||||
2025-07-10 | 13F | Park Capital Management, LLC/WI | 5,849 | 578 | ||||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 14,581 | 1,440 | ||||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 639,168 | 0.59 | 63,118 | 51.45 | ||||
2025-07-30 | 13F | 基石咨询有限责任公司 | 4,900 | 0.93 | 484 | 24.81 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 47,552 | 0.18 | 4,696 | 50.82 | ||||
2025-08-12 | 13F | 声音观察资本有限责任公司 | 1,612,402 | 1,631 | ||||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 28,119 | 7.67 | 2,777 | 62.05 | ||||
2025-07-25 | 13F | 航点财富顾问 | 3,341 | 330 | ||||||
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 | 15,279,099 | 1.19 | 1,374,049 | 36.64 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 1,130,122 | 3.74 | 111,603 | 56.19 | ||||
2025-08-15 | 13F | 同心资本策略有限合伙人 | 128,969 | 36.69 | 12,736 | 105.80 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 37,400 | 26.12 | 3,363 | 70.28 | ||||
2025-08-12 | 13F | 保德信金融公司 | 932,218 | 44.26 | 92,057 | 117.20 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 13,096 | 104.11 | 1,294 | 207.36 | ||||
2025-06-03 | 13F/A | 奥马哈第一国民银行 | 70,320 | 56.66 | 4,612 | 3.66 | ||||
2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 2,837 | 281 | ||||||
2025-08-13 | 13F | 福拉资本有限责任公司 | 77,606 | 461.91 | 7,664 | 746.74 | ||||
2025-07-28 | 13F | 布林莫尔信托公司 | 36,580 | 3.27 | 3,612 | 55.49 | ||||
2025-08-13 | 13F | 资本研究全球投资者 | 7,501,801 | 29.22 | 740,803 | 94.55 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -143 | -14 | |||||
2025-08-25 | NP | 伊顿万斯风险管理多元化股票收益基金 | 78,582 | 42.33 | 7,760 | 114.28 | ||||
2025-08-01 | 13F | 桑坦德银行, SA | 192,272 | 0.09 | 18,987 | 50.69 | ||||
2025-08-14 | 13F | 采石场LP | 906 | 22.93 | 89 | 85.42 | ||||
2025-08-12 | 13F | 桑德希尔资本合伙公司 | 638,691 | 0.37 | 63,071 | 51.12 | ||||
2025-08-25 | 13F | 支点股权管理 | 2,871 | 284 | ||||||
2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 45,602 | 52.99 | 4,503 | 130.33 | ||||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 202,584 | 6.07 | 18,218 | 43.22 | ||||
2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 16,266 | 22.28 | 1,606 | 84.17 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 3,005 | 24.48 | 297 | 87.34 | ||||
2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 6,901 | 681 | ||||||
2025-08-11 | 13F | 美国信安证券公司 | 24,986 | 37.54 | 2,467 | 95.64 | ||||
2025-08-13 | 13F | 马伦资本有限责任公司 | 1,689,959 | 3.05 | 166,883 | 55.16 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 364,457 | 5.02 | 35,990 | 58.12 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 2,711 | 1,248.76 | 244 | 1,769.23 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 131 | 13 | ||||||
2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 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 | 8,336 | 13.00 | 641 | 22.80 | ||||
2025-08-12 | 13F | 催化剂基金管理有限公司 | 78,190 | 7,721 | ||||||
2025-08-07 | 13F | 策略资产管理公司 | 6,943 | 12.64 | 686 | 69.55 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 38,899,980 | 1.70 | 3,841,373 | 53.11 | ||||
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 | 63 | 5 | ||||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 7,965 | 7.93 | 613 | 17.24 | ||||
2025-06-25 | NP | MNECX - Pro-Blend(R) 延长期限系列 L 级 | 33,736 | 2,596 | ||||||
2025-07-14 | 13F | 公园大道证券有限公司 | 74,793 | 7.26 | 7 | 75.00 | ||||
2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 8,175 | 16.06 | 807 | 74.68 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 258,130 | 1.92 | 25 | 56.25 | ||||
2025-08-15 | 13F | 尤因莫里斯公司投资伙伴有限公司 | 4,700 | 464 | ||||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 367,700 | 396.22 | 36,310 | 647.12 | |||
2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 3,871,626 | 10.63 | 297,922 | 20.28 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 296,400 | 265.02 | 29,270 | 449.65 | |||
2025-07-30 | 13F | IMG 财富管理有限公司 | 162 | 16 | ||||||
2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 8,166 | 13.45 | 806 | 70.76 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 2,098 | 4.95 | 0 | |||||
2025-07-25 | 13F | 指数基金顾问公司 | 21,184 | 2,092 | ||||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 197,970 | 20 | ||||||
2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 14,146 | 1 | ||||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 7,141 | 12.23 | 705 | 69.06 | ||||
2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 120,393 | 13.84 | 11,889 | 71.40 | ||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 61,337 | 27.73 | 6,057 | 92.35 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 1,612,788 | 159,263 | ||||||
2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 20,588 | 0.04 | 2 | 100.00 | ||||
2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 299,147 | 1.95 | 23,019 | 10.84 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 266,028 | 0.53 | 26,270 | 51.36 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 6,848 | 12.30 | 676 | 69.42 | ||||
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 | 611,968 | 1.63 | 55,034 | 37.23 | ||||
2025-08-12 | 13F | 传统财富管理有限责任公司 | 5,488 | 2.31 | 542 | 54.13 | ||||
2025-07-31 | 13F | R平方有限公司 | 13,239 | 1,307 | ||||||
2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 761,849 | 3.21 | 68,513 | 39.36 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 107,436 | 77.25 | 10,609 | 166.89 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 3,668,200 | 7.88 | 362,235 | 62.42 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 2,351 | 232 | ||||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 98,334 | 2.20 | 9,567 | 50.90 | ||||
2025-06-27 | NP | PWB - Invesco 动态大盘成长 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 | 224,061 | 14.63 | 17,241 | 24.63 | ||||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 9,548 | 4.51 | 943 | 57.26 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 173,414 | 144.56 | 17,125 | 268.26 | ||||
2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 3,729 | 4.69 | 368 | 57.94 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 264,807 | 28.28 | 26,150 | 93.14 | ||||
2025-08-01 | 13F | SYM金融公司 | 9,184 | 19.82 | 907 | 80.48 | ||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 401,166 | 39,615 | ||||||
2025-07-21 | 13F | 资本规划有限责任公司 | 2,369 | 234 | ||||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 7,320 | 40.69 | 723 | 111.73 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 1,524,865 | 9.99 | 128,279 | 52.38 | ||||
2025-08-26 | NP | IQM - 富兰克林智能机器 ETF | 6,954 | 4.56 | 687 | 57.34 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 88,790 | 5,060 | ||||||
2025-08-21 | NP | TEKY - Lazard 下一代技术 ETF | 10,312 | 1,018 | ||||||
2025-08-01 | 13F | 澳大利亚超级有限公司 | 788,740 | 77,888 | ||||||
2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 122,820 | 1.75 | 12,128 | 53.19 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -12,455 | 204.97 | -1,230 | 360.30 | |||
2025-08-21 | NP | LEOIX - Lazard 增强机会投资组合机构股票 | 15 | 1 | ||||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 42,716 | 366.59 | 4,218 | 506.03 | ||||
2025-08-25 | NP | CWS - AdvisorShares 重点股票 ETF | 101,588 | 2.42 | 10,032 | 54.20 | ||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 497,530 | 4.13 | 49,131 | 56.77 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 3,810 | 89.84 | 376 | 187.02 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -20,277 | -37.86 | -2,002 | -6.45 | |||
2025-07-16 | 13F | 财富财务顾问有限责任公司 | 24,455 | 6.08 | 2,415 | 59.66 | ||||
2025-07-31 | 13F | 彼得森财富服务 | 2,010 | 0.10 | 198 | 51.15 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | Call | 73 | 3 | |||||
2025-08-14 | 13F | 耆那全球有限公司 | Put | 45,000 | 4,444 | |||||
2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 133,159 | 4.62 | 13,149 | 57.53 | ||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 48,253 | 234.19 | 4,765 | 403.06 | ||||
2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 5,052 | 35.33 | 389 | 46.97 | ||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 74,808 | 12.12 | 7,387 | 68.81 | ||||
2025-08-05 | 13F | TSFG有限公司 | 90 | 0 | ||||||
2025-07-28 | 13F | 晨星投资管理有限责任公司 | 4,956 | 0 | ||||||
2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 5,568 | 9.97 | 550 | 65.36 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 319,085 | 1.21 | 31,510 | 52.38 | ||||
2025-08-29 | 13F | Evolution Wealth Management公司 | 310 | 31 | ||||||
2025-08-12 | 13F | 富兰克林资源公司 | 12,547,006 | 13.44 | 1,239,017 | 70.78 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 74 | 7 | ||||||
2025-07-30 | 13F | 达戴维森公司 | 5,523 | 0.22 | 545 | 50.97 | ||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 37,427 | 1.19 | 2,880 | 10.05 | ||||
2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 568,653 | 43,758 | ||||||
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 | 2,681,026 | 1.07 | 206,305 | 9.88 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 4,911 | 3.02 | 485 | 55.13 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 3,165 | 2.29 | 313 | 54.46 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 48,462 | 31.62 | 4,786 | 98.14 | ||||
2025-07-16 | 13F | 海湾私人财富有限责任公司 | 13,124 | 27.62 | 1,296 | 92.14 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 1,134,453 | 91.07 | 112,027 | 187.68 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 72,369 | 57.06 | 7,708 | 155.03 | ||||
2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 6,054 | 101.60 | 598 | 204.59 | ||||
2025-08-29 | NP | JAFRX - 资本增值价值信托资产净值类别 | 74,343 | 40.24 | 7,341 | 111.19 | ||||
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 | 381 | 29 | ||||||
2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,113,003 | 998,659 | ||||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 44,189 | 5.39 | 4,364 | 58.65 | ||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 11,978 | 8.93 | 922 | 18.38 | ||||
2025-07-11 | 13F | 兰兹金融有限责任公司 | 3,087 | 305 | ||||||
2025-08-12 | 13F | 关闭资产管理有限公司 | 3,783 | 219.78 | 0 | |||||
2025-08-13 | 13F | 哈弗福德信托公司 | 2,126 | 210 | ||||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 7,024 | 2.78 | 694 | 54.69 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 28 | 3 | ||||||
2025-08-06 | 13F | Kcm 投资顾问有限公司 | 2,526 | 249 | ||||||
2025-08-01 | 13F | 霍华德资本管理公司 | 7,461 | 15.42 | 738 | 74.23 | ||||
2025-06-25 | NP | Allianzgi Nfj 股息、利息和溢价策略基金 | 77,284 | 5,947 | ||||||
2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 2,746 | 271 | ||||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 13,349 | 6.77 | 1,318 | 60.73 | ||||
2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 7,908 | 0.06 | 781 | 50.58 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 6,625 | 0.70 | 435 | -4.82 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 2,924,638 | 3.28 | 288,808 | 69.78 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 126,942 | 509.92 | 12,536 | 818.32 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 376 | 0.80 | 41 | 70.83 | ||||
2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 9,051 | 15.18 | 894 | 73.40 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 2,092 | 5.28 | 207 | 58.46 | ||||
2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 3,080 | 304 | ||||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 7,996 | 790 | ||||||
2025-08-15 | 13F/A | 乐天证券公司 | 2,262 | 2,208.16 | 223 | 3,616.67 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 750,551 | 3.39 | 74,117 | 55.66 | ||||
2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 3,122 | 304 | ||||||
2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 10,396 | 86.94 | 1,027 | 181.87 | ||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 5,856 | 578 | ||||||
2025-08-14 | 13F | FIL有限公司 | 12,130 | 26.53 | 1,198 | 90.61 | ||||
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 | 72,041 | 26.89 | 6,479 | 71.33 | ||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 4,177 | 413 | ||||||
2025-08-14 | 13F | IHT 财富管理有限责任公司 | 3,291 | 325 | ||||||
2025-08-05 | 13F | 桥水顾问公司 | 5,878 | 3.18 | 619 | 41.97 | ||||
2025-06-25 | NP | FXL - 第一信托科技AlphaDEX基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 236,012 | 17.56 | 18,161 | 27.80 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 451 | 3.92 | 45 | 57.14 | ||||
2025-08-08 | 13F | IMA 财富公司 | 8 | 1 | ||||||
2025-08-07 | 13F | 维鲁斯资本合伙公司 | 2,508 | 248 | ||||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 2,672 | 264 | ||||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | 133,455 | 13,179 | ||||||
2025-07-25 | NP | TEPLX - Templeton Growth Fund, Inc. A 类 | 2,104,769 | 189,282 | ||||||
2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 5,489 | 40.17 | 494 | 89.62 | ||||
2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 11,832 | 14.13 | 1,168 | 72.02 | ||||
2025-08-13 | 13F | 胜利资本管理公司 | 8,557,635 | 726.70 | 844,711 | 1,144.14 | ||||
2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 10,302 | 1,017 | ||||||
2025-07-29 | NP | PTL-Inspire 500 ETF | 27,969 | 16.22 | 2,515 | 56.99 | ||||
2025-08-14 | 13F | 谢顿资本有限公司 | 2,668 | 263 | ||||||
2025-08-05 | 13F | 西格玛规划公司 | 2,518 | 249 | ||||||
2025-08-14 | 13F | 桥前资本有限责任公司 | 7,724 | 763 | ||||||
2025-08-07 | 13F | 深刻顾问有限公司 | 21,988 | 5.47 | 2,171 | 58.81 | ||||
2025-06-26 | NP | FTQGX - 富达专注股票基金 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 | 905,000 | 69,640 | ||||||
2025-07-14 | 13F | 西方资产管理有限责任公司 | 2,766 | 273 | ||||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 13,697 | 10.27 | 14 | 8.33 | ||||
2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,727 | 4.33 | 3,123 | 40.88 | ||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 29,049 | 2,869 | ||||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 130,486 | 39.96 | 12,885 | 110.75 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 563,593 | 1.07 | 36,966 | -4.54 | ||||
2025-08-06 | 13F | 友邦保险集团有限公司 | 9,823 | 970 | ||||||
2025-07-29 | 13F | 积极财富管理 | 397 | 23.29 | 39 | 85.71 | ||||
2025-07-21 | 13F | 乐凯资产管理有限公司 | 4,895 | 483 | ||||||
2025-08-22 | NP | 德国 DWS 变量系列 II - DWS Global Income Builder VIP A 级 | 14,542 | 18.79 | 1,436 | 79.05 | ||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 376 | 41.35 | 37 | 117.65 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 606,921 | 5.33 | 59,933 | 58.58 | ||||
2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 30,623 | 113.88 | 3,024 | 222.04 | ||||
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 | 45,871 | 24.98 | 3,530 | 35.89 | ||||
2025-08-12 | 13F | 西港资产管理公司 | 2,500 | 247 | ||||||
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 | 215,751 | 8.57 | 16,602 | 18.04 | ||||
2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,670,164 | 0.03 | 1,448,679 | 50.61 | ||||
2025-07-18 | 13F | 库珀金融集团 | 7,252 | 11.62 | 716 | 68.08 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 88,586 | 3.45 | 8,748 | 55.75 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,871 | 285.77 | 185 | 493.55 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 174 | 13 | ||||||
2025-08-11 | 13F | Talos 资产管理有限公司 | 166,300 | 124.73 | 16,422 | 238.39 | ||||
2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 2,858 | 283 | ||||||
2025-07-23 | 13F | 圆景资本有限责任公司 | 34,481 | 5.29 | 3,405 | 58.55 | ||||
2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 48,200 | 4,760 | |||||
2025-07-18 | 13F | 邮政银行资产管理公司 | 30,041 | 2,967 | ||||||
2025-08-14 | 13F | 字幕管理有限责任公司 | 20,000 | 150.00 | 1,975 | 276.91 | ||||
2025-08-26 | NP | PRSCX - T. Rowe Price 科学技术基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,296,486 | 1,760.47 | 128,028 | 2,701.47 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 1,644 | 1.73 | 0 | |||||
2025-07-18 | 13F | 联合规划公司 | 46,702 | 9.65 | 4,612 | 65.09 | ||||
2025-07-30 | 13F | Caliber Wealth Management,LLC/KS | 20,604 | 2,035 | ||||||
2025-08-12 | 13F | 创始者有限公司 | 9,220 | 910 | ||||||
2025-07-09 | 13F | 生活方式资产管理公司 | 3,416 | 337 | ||||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 10 | 1 | ||||||
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 | 423,280 | 15.53 | 41,799 | 73.94 | ||||
2025-07-15 | 13F | 复地资本有限公司 /adv | 2,732 | 270 | ||||||
2025-07-28 | 13F | 速递资本有限公司 | 2,376 | 235 | ||||||
2025-08-13 | 13F | 美国联合证券公司(d/b/a 无人机资产管理) | 5,000 | 494 | ||||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL T. Rowe Price 资本增值基金 2 级 | 150,336 | 30.26 | 14,846 | 96.13 | ||||
2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 990,350 | 97,796 | ||||||
2025-08-14 | 13F | 富国银行/百万 | 6,210,142 | 14.76 | 613,252 | 72.78 | ||||
2025-07-17 | 13F | LVW 顾问有限责任公司 | 3,536 | 15.10 | 349 | 73.63 | ||||
2025-08-07 | 13F | 中央信托公司 | 1,146 | 9.35 | 113 | 66.18 | ||||
2025-07-30 | 13F | VCI 财富管理有限责任公司 | 22,946 | 5.23 | 2,266 | 58.39 | ||||
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 | 2,245,333 | 1.05 | 201,923 | 36.45 | ||||
2025-08-28 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 13,884 | 1,371 | ||||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 152,305 | 4.44 | 15,040 | 57.24 | ||||
2025-07-30 | NP | ALPS ETF 信托 - ALPS 电气化基础设施 ETF | 3,870 | 348 | ||||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 646,900 | 603.92 | 63,881 | 959.91 | |||
2025-08-01 | 13F | Envestnet资产管理公司 | 5,883,759 | 3.71 | 581,021 | 56.14 | ||||
2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 1,354 | 19.40 | 104 | 30.00 | ||||
2025-07-15 | 13F | 灯塔投资咨询服务公司 | 10,417 | 18.67 | 1,029 | 78.78 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 32,102 | 19.65 | 3,170 | 80.22 | ||||
2025-07-30 | 13F | 生命财富投资有限公司 | 3,477 | 343 | ||||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 4,560,250 | 77.77 | 450,325 | 167.64 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 1,911,185 | 0.92 | 188,730 | 51.94 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 5,182,752 | 5.28 | 511,797 | 58.51 | ||||
2025-06-25 | NP | IWFG - IQ Winslow 重点关注大盘成长 ETF | 3,653 | 8.95 | 281 | 18.57 | ||||
2025-08-12 | 13F | 景观资本管理有限公司 | 38,291 | 58.33 | 3,781 | 138.40 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 594,941 | 14.42 | 58,750 | 72.26 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 289,100 | 78.02 | 12 | 10.00 | |||
2025-08-05 | 13F | Simplex 贸易有限公司 | 4,501 | 0 | ||||||
2025-07-10 | 13F | 韦蒙特私人资本 | 24,349 | 3.19 | 2,391 | 54.96 | ||||
2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 2,627 | 4.66 | 259 | 57.93 | ||||
2025-07-14 | 13F | 金州股权合伙人 | 2,582 | 255 | ||||||
2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 2,037 | 201 | ||||||
2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 10,984 | 1,085 | ||||||
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 | 8,528 | 25.63 | 842 | 89.21 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,200,000 | 118,500 | ||||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 187,500 | 18,516 | |||||
2025-08-29 | NP | STRV - Strive 500 ETF | 20,921 | 6.75 | 2,066 | 60.70 | ||||
2025-08-04 | 13F | 精明顾问公司 | 8,601 | 849 | ||||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 2,694 | 266 | ||||||
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 | 117,469 | 2,833.79 | 9,039 | 3,093.99 | ||||
2025-07-22 | 13F | 阿尔塔财富顾问有限责任公司 | 6,093 | 602 | ||||||
2025-08-12 | 13F | 布劳恩史黛西联合公司 | 194,426 | 19,200 | ||||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 8,475 | 31.82 | 837 | 98.57 | ||||
2025-08-28 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 4,136 | 408 | ||||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 371,900 | 13.45 | 37 | 71.43 | |||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 24,064 | 0.42 | 2,376 | 51.24 | ||||
2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 688 | 9.55 | 53 | 18.18 | ||||
2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 143,064 | 14,128 | ||||||
2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 207,713 | 29,362.84 | 20,512 | 34,664.41 | ||||
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 | 553,411 | 1.77 | 42,585 | 10.64 | ||||
2025-07-09 | 13F | 捷克国家银行 | 295,669 | 6.29 | 29,197 | 60.04 | ||||
2025-08-14 | 13F | 洛德雅培有限公司 | 1,902,362 | 188 | ||||||
2025-04-29 | 13F | 卡兰资本有限责任公司 | 3,670 | 9.03 | 241 | 3.00 | ||||
2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 109 | 11 | ||||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 18,358 | 21.25 | 1,812 | 82.48 | ||||
2025-08-14 | 13F | 极地资本控股有限公司 | 2,064,599 | 63.41 | 203,879 | 146.02 | ||||
2025-08-14 | 13F | 阿尔肯资本管理有限公司 | 2,670,953 | 4.70 | 263,757 | 57.64 | ||||
2025-08-05 | 13F | 使命财富管理有限公司 | 20,633 | 0.99 | 2,038 | 52.13 | ||||
2025-08-07 | 13F | 中西部信托公司 | 108,420 | 10,706 | ||||||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 502 | 28.72 | 50 | 96.00 | ||||
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 | 395,151 | 0.80 | 30,407 | 9.59 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 1,481,171 | 9.14 | 146,266 | 64.32 | ||||
2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 10,303 | 3.03 | 1,017 | 55.27 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 40,518 | 14.64 | 4,001 | 72.61 | ||||
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 | 1,216,860 | 3.58 | 109,432 | 39.87 | ||||
2025-08-06 | 13F | 南州公司 | 561 | 1.26 | 55 | 52.78 | ||||
2025-08-14 | 13F | 南岸银行 | 28,000 | 0.06 | 2,765 | 50.68 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 49,421 | 59.36 | 5,365 | 163.72 | ||||
2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 135 | 40.62 | 13 | 116.67 | ||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 27,711 | 25.50 | 2,736 | 88.95 | ||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 2,378 | 0 | ||||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 252 | 200.00 | 25 | 380.00 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 436,724 | 6.25 | 43,187 | 59.85 | ||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 210,997 | 36.99 | 20,836 | 106.25 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 422,799 | 12.66 | 41,751 | 69.62 | ||||
2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 4,020 | 362 | ||||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 18,507 | 8.74 | 1,664 | 46.87 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 18,538 | 5.77 | 1,831 | 59.27 | ||||
2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,741,900 | 3.38 | 134,039 | 12.39 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 3,697 | 134.73 | 365 | 254.37 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 213,367 | 2.46 | 16,419 | 11.39 | ||||
2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 39,935 | 35.09 | 3,944 | 103.46 | ||||
2025-06-25 | NP | TDVI - FT Vest Technology Dividend Target Income ETF | 13,463 | 39.95 | 1,036 | 52.21 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林大盘增长 VIP 基金 1 级 | 15,255 | 67.78 | 1,506 | 152.68 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 7,088,586 | 1.93 | 699,998 | 53.46 | ||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 909,800 | 89,843 | ||||||
2025-08-12 | 13F | Axq资本有限合伙人 | 9,434 | 932 | ||||||
2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | 7,080 | 545 | ||||||
2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 2,878 | 284 | ||||||
2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类,2017 年 1 月 31 日生效(原 A 类) | 8,606 | 40.07 | 774 | 89.00 | ||||
2025-07-18 | 13F | 影响资本合伙公司 | 4,535 | 448 | ||||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 195,860 | 8.88 | 19,341 | 63.92 | ||||
2025-08-12 | 13F | 萨图纳资本公司 | 7,500 | 741 | ||||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 181,892 | 7.17 | 17,962 | 61.36 | ||||
2025-08-14 | 13F | 量化资本有限公司 | 19,271 | 1,903 | ||||||
2025-05-30 | NP | WBAT - WisdomTree 电池价值链和创新基金 NA | 116 | 9.43 | 8 | 0.00 | ||||
2025-08-12 | 13F | 银色信托公司 | 49,668 | 0.71 | 4,905 | 51.64 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 506,781 | 0.19 | 50,045 | 50.83 | ||||
2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 76,314 | 5.13 | 5,872 | 14.31 | ||||
2025-08-19 | NP | BUFEX - 布法罗大盘基金投资者类别 | 6,050 | 597 | ||||||
2025-08-06 | 13F | 可持续洞察资本管理有限责任公司 | 4,456 | 440 | ||||||
2025-08-19 | 13F | 西姆有限责任公司 | 24,066 | 2,377 | ||||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 131,687 | 10,133 | ||||||
2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 7,491 | 14.17 | 740 | 71.86 | ||||
2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 1,859,851 | 16.69 | 183,660 | 75.69 | ||||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 5,998 | 9.37 | 592 | 64.90 | ||||
2025-07-30 | 13F | 永美财富管理有限公司 | 9,483 | 3.06 | 937 | 55.13 | ||||
2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 1,635 | 4.41 | 147 | 41.35 | ||||
2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 750,024 | 2,042.93 | 74,065 | 3,127.19 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 116,094 | 77.02 | 11,598 | 158.65 | ||||
2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 166,341 | 1.90 | 16,426 | 53.41 | ||||
2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,740,362 | 9.16 | 156,511 | 47.39 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 23,068 | 64.02 | 2,278 | 146.96 | ||||
2025-08-08 | 13F | 詹森投资管理公司 | 2,612,009 | 3.75 | 257,936 | 56.20 | ||||
2025-06-18 | NP | NWHVX - 全国日内瓦中盘成长基金 A 类 | 148,939 | 1.51 | 11,461 | 10.35 | ||||
2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 44,501 | 0.58 | 4 | 100.00 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 4,598 | 4.74 | 354 | 13.87 | ||||
2025-08-04 | 13F | Coign Capital Advisors LLC | 10,561 | 1.11 | 1,043 | 52.12 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 19,338 | 17.19 | 1,488 | 27.40 | ||||
2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 2,298 | 227 | ||||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 12,952 | 86.17 | 1,279 | 180.48 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 16,115 | 342.36 | 1,591 | 568.49 | ||||
2025-07-24 | NP | Tema ETF Trust - 电气化 ETF 主题 | 30,797 | 18.18 | 2,770 | 59.60 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 982,830 | 4.35 | 97,054 | 57.89 | ||||
2025-08-25 | NP | HVAC - AdvisorShares HVAC 和工业 ETF | 827 | 60.58 | 82 | 145.45 | ||||
2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 3,690 | 11.51 | 364 | 67.74 | ||||
2025-07-17 | 13F | XML 金融有限责任公司 | 4,398 | 434 | ||||||
2025-08-22 | NP | FTRNX - 富达趋势基金 | 100 | 10 | ||||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 381,199 | 15.46 | 37,643 | 73.84 | ||||
2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 2,592 | 256 | ||||||
2025-08-13 | 13F | Pragma Gestao De Patrimonio 有限公司 | 38,200 | 3,772 | ||||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 30,924 | 9.93 | 3,054 | 65.47 | ||||
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 | 2,238,498 | 8.88 | 172,252 | 18.37 | ||||
2025-07-25 | NP | BMSFX - MFS 混合研究中型股票基金 A | 224,223 | 29.21 | 20,164 | 74.47 | ||||
2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 4,326 | 12.33 | 427 | 69.44 | ||||
2025-06-26 | NP | 克拉夫全球股票基金 | 76,200 | 39.31 | 5,864 | 51.46 | ||||
2025-07-15 | 13F | 诺登集团有限公司 | 9,575 | 12.32 | 946 | 69.05 | ||||
2025-07-24 | 13F | PDS 规划公司 | 17,146 | 45.47 | 1,693 | 119.02 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 83,597 | 8,255 | ||||||
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 | 695,080 | 1.07 | 62,509 | 36.48 | ||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 9,914 | 980 | ||||||
2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 20,015 | 0.22 | 1,313 | -5.34 | ||||
2025-08-14 | 13F | 韦斯资产管理有限公司 | 386,812 | 38,198 | ||||||
2025-08-13 | 13F | 第1832章 | 1,802,819 | 8,384.25 | 178,028 | 12,680.19 | ||||
2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 412,788 | 6,734.24 | 40,763 | 10,193.43 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 214,052 | 308.82 | 20,906 | 499.71 | ||||
2025-08-08 | 13F | 基贝克阿尔法,LP | 2,446 | 242 | ||||||
2025-07-21 | 13F | ASR资产管理公司 | 96,523 | 47.65 | 9,531 | 122.32 | ||||
2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 4,034 | 398 | ||||||
2025-07-24 | NP | FSKGX - 富达增长策略 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 | 45,178 | 9.98 | 4,063 | 48.52 | ||||
2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 548,160 | 2.13 | 54,131 | 53.77 | ||||
2025-08-15 | 13F | 肯辛顿投资顾问有限责任公司 | 2,400 | 237 | ||||||
2025-07-23 | 13F | 哈迪里德有限责任公司 | 24,147 | 0.24 | 2,385 | 50.98 | ||||
2025-08-29 | NP | JAFSX - 科学技术信托资产净值 | 138,057 | 1,690.85 | 13,633 | 2,599.60 | ||||
2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 4,630 | 18.08 | 457 | 77.82 | ||||
2025-07-17 | 13F | 宝盛财富管理 | 3,917 | 5.24 | 387 | 58.20 | ||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 8,111 | 5.47 | 801 | 58.73 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 15,937 | 7.92 | 1,574 | 62.50 | ||||
2025-07-18 | 13F | 信托金融公司 | 262,281 | 6.51 | 25,900 | 60.36 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 15,598 | 17.91 | 1,540 | 77.62 | ||||
2025-08-06 | 13F | 云泰资本管理有限公司/香港 | 41,400 | 4,088 | ||||||
2025-07-30 | 13F | Exencial 财富顾问有限公司 | 2,393 | 236 | ||||||
2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 34,492 | 16.91 | 3,102 | 57.89 | ||||
2025-06-24 | NP | MSOAX - MainStay MacKay 普通股基金 A 类 | 223,430 | 17,193 | ||||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 352 | 225.93 | 27 | 350.00 | ||||
2025-07-15 | 13F | 财务管理专业人士公司 | 109 | 32.93 | 11 | 100.00 | ||||
2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 3,885 | 17.62 | 384 | 77.31 | ||||
2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 157,567 | 2.32 | 15,560 | 54.05 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 7,463 | 11.70 | 737 | 68.04 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 23,098 | 1.89 | 2,281 | 53.43 | ||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 2,289 | 226 | ||||||
2025-08-14 | 13F | 原子投资者有限合伙人 | 6,445 | 636 | ||||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 4,314 | 4.03 | 426 | 56.62 | ||||
2025-08-14 | 13F | 克劳福德投资顾问公司 | 8,762 | 7.75 | 865 | 62.29 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 10,505 | 15.21 | 689 | 8.85 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 2,218 | 216 | ||||||
2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 6,516 | 0.20 | 643 | 50.94 | ||||
2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 102,272 | 33.90 | 10,099 | 101.62 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 264,111 | 1.21 | 26,081 | 52.38 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 4,797 | 20.59 | 474 | 81.92 | ||||
2025-08-04 | 13F | 科瓦克顾问公司 | 2,423 | 239 | ||||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 10,649 | 7.24 | 1,053 | 61.75 | ||||
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 | 7,261 | 21.32 | 559 | 31.91 | ||||
2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 4,136 | 408 | ||||||
2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 3,083 | 301 | ||||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 21,109 | 54.81 | 2,085 | 131.56 | ||||
2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 3,198 | 316 | ||||||
2025-08-14 | 13F | 第一曼哈顿公司 | 192,518 | 3.22 | 19,043 | 55.33 | ||||
2025-06-24 | NP | SWLSX - 嘉信大盘成长基金 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 | 74,208 | 102.19 | 5,710 | 119.87 | ||||
2025-07-21 | 13F | 111资本 | 16,815 | 1,660 | ||||||
2025-07-14 | 13F | 拉弗勒尔和戈弗雷有限责任公司 | 93,900 | 41.53 | 9,273 | 113.10 | ||||
2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 12,117 | 30.04 | 1,197 | 95.74 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 89,204 | 72.86 | 8,809 | 160.28 | ||||
2025-06-26 | NP | FWWFX - 富达环球基金 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 | 343,000 | 334.18 | 26,394 | 372.06 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 8,316 | 12.14 | 819 | 68.31 | ||||
2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 2,425 | 240 | ||||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 723 | 1,854.05 | 71 | 39.22 | ||||
2025-08-06 | 13F | 韦德布什证券公司 | 13,256 | 7.34 | 1 | |||||
2025-08-08 | 13F | 公民金融集团公司/ri | 25,421 | 50.48 | 2,510 | 126.13 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 154,864 | 7.73 | 15,293 | 62.20 | ||||
2025-07-17 | 13F | 芝加哥资本有限责任公司 | 12,914 | 1,275 | ||||||
2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 59,623 | 5.74 | 5,888 | 59.19 | ||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 14,622 | 30.60 | 1,444 | 96.59 | ||||
2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 252,841 | 0.75 | 24,968 | 51.69 | ||||
2025-07-29 | 13F | 莱尔财富管理有限公司 | 195,573 | 2.90 | 19,313 | 54.92 | ||||
2025-08-12 | 13F | Ci投资公司 | 26,536 | 4.89 | 3 | 100.00 | ||||
2025-08-12 | 13F | 美国世纪公司 | 2,405,114 | 104.93 | 237,505 | 208.54 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 7,126 | 741 | ||||||
2025-08-11 | 13F | 经验金融有限责任公司 | 41,449 | 0.69 | 4,093 | 51.59 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 68,858 | 8.58 | 6,800 | 63.48 | ||||
2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 187 | 0.54 | 18 | 50.00 | ||||
2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 29,842 | 2,947 | ||||||
2025-08-14 | 13F | 道富银行 | 55,348,275 | 0.06 | 5,474,524 | 50.53 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 2,309 | 51.41 | 228 | 128.00 | ||||
2025-07-09 | 13F | 弗拉加索集团公司 | 4,033 | 8.04 | 398 | 63.11 | ||||
2025-08-11 | 13F | 独立顾问联盟 | 17,520 | 144.01 | 1,730 | 268.09 | ||||
2025-07-09 | 13F | 伍德斯托克公司 | 2,040 | 201 | ||||||
2025-08-08 | 13F | 菲埃拉资本公司 | 1,026,020 | 4.61 | 101,319 | 57.50 | ||||
2025-08-06 | 13F | NVWM有限公司 | 35 | 16.67 | 3 | 200.00 | ||||
2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 78,506 | 114.84 | 7,617 | 213.03 | ||||
2025-08-08 | 13F | 认可投资者公司 | 11,364 | 27.81 | 1,122 | 92.45 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 24,682 | 73.45 | 2,437 | 161.20 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 103,716 | 10.53 | 10,244 | 66.42 | ||||
2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 32,204 | 14.70 | 3,180 | 72.73 | ||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 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 | 43,536 | 5.50 | 4,299 | 58.87 | ||||
2025-08-01 | 13F | 信托投资顾问 | 3,161 | 312 | ||||||
2025-08-08 | 13F | 多诺霍福林有限责任公司 | 29,039 | 2,868 | ||||||
2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 6,326 | 2.66 | 625 | 54.46 | ||||
2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 24,370 | 0.00 | 2,407 | 50.56 | ||||
2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 110,510 | 1.36 | 10,913 | 52.59 | ||||
2025-08-07 | 13F | 鼎石金融服务 | 2,597 | 256 | ||||||
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 | 614,492 | 0.90 | 60,681 | 51.91 | ||||
2025-08-14 | 13F | 双山资本有限责任公司 | 23,055 | 2,277 | ||||||
2025-07-25 | 13F | 正义投资有限责任公司 | 238,817 | 27.98 | 23,747 | 94.02 | ||||
2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,657,162 | 0.99 | 262,395 | 52.05 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 60,281 | 2.90 | 5,953 | 54.92 | ||||
2025-08-13 | 13F | BLI - 卢森堡投资银行 | 32,200 | 3,144 | ||||||
2025-08-07 | 13F | 英杰华公司 | 857,641 | 157.79 | 84,692 | 288.12 | ||||
2025-07-15 | 13F | 退休有限责任公司 | 14,709 | 156.30 | 1,453 | 280.10 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 591 | 19.15 | 58 | 81.25 | ||||
2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 4,005 | 396 | ||||||
2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,667,299 | 11.50 | 164,646 | 67.87 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 15,595 | 114.90 | 1,540 | 224.21 | ||||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 130 | 188.89 | 13 | 500.00 | ||||
2025-08-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | Put | 8,500 | 123.68 | 840 | 237.35 | |||
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 | 817,526 | 8.32 | 62,909 | 17.76 | ||||
2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 2,497 | 247 | ||||||
2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,880,560 | 1.08 | 284,455 | 52.19 | ||||
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 | 4,866,470 | 1.52 | 480,564 | 52.84 | ||||
2025-06-26 | NP | TADAX - 泛美美国增长 A | 290,415 | 38.09 | 22,347 | 50.13 | ||||
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 | 15,805 | 2.78 | 1,216 | 11.76 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 183,036 | 6.34 | 18,075 | 60.09 | ||||
2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - 未来基金多/空 ETF | Short | -10,000 | -13.04 | -899 | 17.52 | |||
2025-08-05 | 13F | 雅各布森与施密特顾问有限公司 | 272,381 | 2.97 | 26,898 | 55.03 | ||||
2025-08-15 | 13F | FFT财富管理有限公司 | 2,928 | 318 | ||||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 716 | 0.42 | 71 | 52.17 | ||||
2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 2,415 | 217 | ||||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 628,421 | 480.69 | 62,057 | 774.27 | ||||
2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 2,600 | 37.57 | 257 | 108.13 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 327,691 | 44.95 | 32,360 | 118.24 | ||||
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 | 26,924 | 6.26 | 2,659 | 60.02 | ||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 5,621 | 553 | ||||||
2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 2,920 | 288 | ||||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 3,961 | 31.59 | 391 | 98.48 | ||||
2025-08-12 | 13F | 德意志银行\ | 6,432,935 | 13.81 | 635,252 | 71.35 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 254,418 | 4.37 | 25,304 | 58.27 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 93,093 | 3.25 | 9,193 | 55.45 | ||||
2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 2,938 | 1.14 | 290 | 52.63 | ||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 142,695 | 31.01 | 14,091 | 97.27 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 3,161 | 312 | ||||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 17,892 | 129.50 | 1,767 | 245.60 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 10,849 | 27.83 | 976 | 72.57 | ||||
2025-07-15 | 13F | DSG资本顾问有限公司 | 3,230 | 319 | ||||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 1,165 | 2.37 | 115 | 55.41 | ||||
2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 509,554 | 19.90 | 50,318 | 80.53 | ||||
2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 2,200 | 217 | ||||||
2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 272 | 40.93 | 27 | 116.67 | ||||
2025-07-30 | NP | SMIZ - Zacks 中小型股 ETF | 14,251 | 4.79 | 1,282 | 41.55 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 94,611 | 1.59 | 9 | 50.00 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1,000 | 0 | ||||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 3,097 | 306 | ||||||
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 630 | 0.80 | 62 | 55.00 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 20,613 | 13.84 | 2,036 | 71.44 | ||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 69,489 | 17.63 | 6,862 | 77.13 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 100,300 | 105.53 | 9,905 | 209.50 | |||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 238,400 | 62.51 | 23,542 | 144.67 | |||
2025-06-25 | NP | MNCCX - Pro-Blend(R) 保守术语系列 L 级 | 7,597 | 585 | ||||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 41,300 | 4.60 | 4,078 | 57.51 | ||||
2025-08-12 | 13F | MAI资本管理 | 10,749 | 132.86 | 1,062 | 251.32 | ||||
2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 719,550 | 77.72 | 71,056 | 167.58 | ||||
2025-07-16 | 13F | 独立财富网络公司 | 2,695 | 266 | ||||||
2025-07-24 | 13F | 纪念碑资本管理公司 | 38,108 | 3,763 | ||||||
2025-07-31 | 13F | 新罕布什尔信托 | 2,899 | 286 | ||||||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 15,320 | 3.60 | 1,513 | 56.04 | ||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 1,425 | 93 | ||||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 10,559 | 91.36 | 1,043 | 188.64 | ||||
2025-07-21 | 13F | TFG 顾问有限责任公司 | 8,595 | 0.55 | 849 | 51.43 | ||||
2025-08-19 | 13F | 国家资产管理公司 | 8,892 | 62.50 | 878 | 131.05 | ||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 69 | 7 | ||||||
2025-06-27 | NP | YOKE——Yoke核心ETF | 5,326 | 410 | ||||||
2025-08-14 | 13F | 全新世顾问有限合伙人 | 3,867,434 | 201.25 | 381,909 | 353.55 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 65,606 | 6.24 | 6,479 | 59.95 | ||||
2025-07-22 | 13F | 达文波特有限公司 | 68,379 | 14.18 | 6,731 | 70.08 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 108,663,675 | 3.55 | 10,730,538 | 55.90 | ||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 24,885 | 10,626.29 | 0 | -100.00 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 中型成长投资组合 A 类 | 118,400 | 8.23 | 11,692 | 62.95 | ||||
2025-08-05 | 13F | 榆树合伙人管理有限责任公司 | 2,252 | 222 | ||||||
2025-08-13 | 13F | Alphinity投资管理有限公司 | 5,429,640 | 536,177 | ||||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 39,017 | 30.64 | 3,853 | 96.73 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 4,626 | 9.54 | 457 | 65.22 | ||||
2025-08-19 | 13F | 开普投资咨询公司 | 23 | 15.00 | 2 | 100.00 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 474,682 | 8.81 | 46,875 | 63.83 | ||||
2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 2,927 | 289 | ||||||
2025-08-25 | NP | MML 系列投资基金 - MML 中型成长基金初始级 | 29,641 | 37.87 | 2,927 | 107.59 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 3,916 | 1.32 | 387 | 52.57 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 296,661 | 7.11 | 29,295 | 61.27 | ||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 7,610 | 2.19 | 833 | 47.70 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 797 | 79.10 | 79 | 168.97 | ||||
2025-08-14 | 13F | 科学技术研究有限责任公司 | 9,123 | 901 | ||||||
2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,750 | 135.65 | 272 | 234.57 | ||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 2,051 | 203 | ||||||
2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 469,928 | 32.49 | 46,405 | 99.47 | ||||
2025-08-28 | NP | Acap战略基金 | 1,321,909 | 4.84 | 130,539 | 57.85 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 391,208 | 0.12 | 38,632 | 50.73 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 12,317 | 1.44 | 1,216 | 52.76 | ||||
2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 6,391 | 41.39 | 492 | 53.92 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 251,624 | 1,704.14 | 24,848 | 2,618.49 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 78,128 | 0.70 | 6,012 | 9.47 | ||||
2025-08-11 | 13F | 多尔西赖特事务所 | 71,986 | 11.38 | 7,109 | 67.70 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 31,808 | 5.35 | 2,448 | 14.51 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 12,070 | 1,192 | ||||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 366,341 | 1.37 | 36,176 | 52.62 | ||||
2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 1,716 | 8.47 | 169 | 64.08 | ||||
2025-06-26 | NP | USSCX - 科技基金份额 | 72,352 | 71.26 | 5,567 | 86.19 | ||||
2025-08-14 | 13F | 高盛集团公司 | 7,996,782 | 3.42 | 789,682 | 55.70 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 2,953 | 4.13 | 209 | 10.00 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 167,301 | 20.08 | 16,521 | 80.78 | ||||
2025-08-05 | 13F | GHP 投资顾问公司 | 76,831 | 13.65 | 7,587 | 71.11 | ||||
2025-07-23 | 13F | 阳光资本管理有限公司 | 3,073 | 0.26 | 304 | 50.75 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 5,353 | 530 | ||||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 791 | 7.47 | 71 | 44.90 | ||||
2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 97 | 10 | ||||||
2025-07-31 | 13F | 沃伯顿资本管理有限公司 | 2,400 | 0 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 120,793 | 67.61 | 11,928 | 152.34 | ||||
2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 4,270 | 422 | ||||||
2025-08-12 | 13F | 公共部门养老金投资委员会 | 352,358 | 87.01 | 34,795 | 181.56 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 30,756 | 5.25 | 2,367 | 14.41 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 1,666,912 | 4.35 | 109,333 | -1.45 | ||||
2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 3,430 | 1.93 | 339 | 53.64 | ||||
2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 3,036 | 300 | ||||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 7,461 | 15.42 | 737 | 74.00 | ||||
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 | 8,441 | 0.61 | 759 | 36.02 | ||||
2025-07-23 | 13F | 登普兹·南希·E | 2,746 | 271 | ||||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 22,896 | 0.52 | 2,261 | 51.27 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 1,341 | 150 | ||||||
2025-07-21 | 13F | Qrg 资本管理公司 | 999,014 | 4.33 | 98,653 | 57.07 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 1,202 | 0.08 | 119 | 51.28 | ||||
2025-08-04 | 13F | 七月的一天有限责任公司 | 2,288 | 226 | ||||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 18,420 | 21.64 | 1,819 | 83.08 | ||||
2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 60,255 | 67.74 | 5,960 | 152.97 | ||||
2025-08-28 | NP | KOID——KraneShares 全球类人生物和具身智能指数 ETF | 2,739 | 270 | ||||||
2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 10,464 | 9.47 | 1,033 | 65.02 | ||||
2025-07-28 | 13F | 港口投资公司 | 12,153 | 1,908.76 | 1,200 | 2,976.92 | ||||
2025-06-26 | NP | FBCG - 富达蓝筹成长ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 122,839 | 21.17 | 9,452 | 31.74 | ||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 825 | 81 | ||||||
2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 412,864 | 8.52 | 31,770 | 17.98 | ||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 306,608 | 1.13 | 23,593 | 9.94 | ||||
2025-07-16 | 13F | ORG 财富合伙人有限公司 | 368 | 1.10 | 36 | 45.83 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 333 | 30.59 | 0 | |||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 47,700 | 454.65 | 4,710 | 735.11 | |||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -129 | -13 | |||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 4,191 | 1.90 | 414 | 53.53 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Put | 11,000 | 205.56 | 1,086 | 360.17 | |||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 59,981 | 0.37 | 5,923 | 52.07 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 40,800 | 242.66 | 4,029 | 416.54 | ||||
2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 7,569 | 1.34 | 747 | 52.76 | ||||
2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 450,647 | 40,527 | ||||||
2025-08-06 | 13F | 森吉咨询小组 | 2,232 | 201 | ||||||
2025-08-14 | 13F | 都铎投资公司等 | 437,471 | 43,200 | ||||||
2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 4,419 | 5.06 | 437 | 58.33 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 45,659 | 15.80 | 4,509 | 74.32 | ||||
2025-08-14 | 13F | LTS One 管理有限合伙人 | 200,000 | 1.27 | 19,750 | 52.46 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 205,817 | 93.34 | 20,324 | 191.09 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 3,003 | 10.69 | 297 | 67.23 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 380,135 | 2.56 | 29,251 | 11.50 | ||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 5,398 | 5.24 | 533 | 58.63 | ||||
2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 8,576 | 847 | ||||||
2025-06-24 | NP | FGRAX - 富兰克林成长机会基金 A 类 | 766,808 | 73.27 | 59,006 | 88.38 | ||||
2025-08-07 | 13F | 金路德资本管理公司 | 30,204 | 1.75 | 2,983 | 53.24 | ||||
2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 58,924 | 4,534 | ||||||
2025-07-07 | 13F | OMNI 360 财富公司 | 4,205 | 17.66 | 415 | 77.35 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 2,807 | 277 | ||||||
2025-07-18 | 13F | 布尔金资本管理有限公司 | 2,046 | 202 | ||||||
2025-08-08 | 13F | 凯恩投资管理有限公司 | 6,008 | 593 | ||||||
2025-07-22 | 13F | Gsa资本合伙公司 | 31,285 | 128.61 | 3 | |||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 24,711 | 2,444 | ||||||
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 | 81,424 | 2.57 | 6,266 | 11.52 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 26,808 | 25.05 | 2,647 | 88.26 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 4,965 | 490 | ||||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 42,286 | 14.48 | 3,803 | 54.62 | ||||
2025-07-30 | 13F | 融合家族财富有限责任公司 | 2,766 | 273 | ||||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 62,946 | 55.38 | 6,216 | 133.91 | ||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 18,505 | 2.74 | 1,827 | 54.70 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 13,146,884 | 1.02 | 1,298,254 | 52.10 | ||||
2025-08-14 | 13F | 瑞银集团 | Call | 60,978 | 1,114.70 | 6,022 | 1,730.09 | |||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 39 | 160.00 | 4 | |||||
2025-07-10 | 13F | 瑞典银行 | 4,933,209 | 3.90 | 487,154 | 56.42 | ||||
2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 5,762 | 99.45 | 0 | |||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 22,811 | 129.42 | 2,253 | 245.40 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 159,617 | 1.57 | 15,762 | 52.93 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 635,474 | 19.10 | 62,758 | 79.32 | ||||
2025-08-06 | 13F | 顾问投资有限责任公司 | 20,420 | 1.85 | 2,016 | 53.31 | ||||
2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 2,393 | 20.80 | 184 | 31.43 | ||||
2025-07-25 | 13F | 斯通哈奇弗莱明金融服务控股有限公司 | 2,286,146 | 225,757 | ||||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 35 | 118.75 | 3 | 200.00 | ||||
2025-07-08 | 13F | 信托基金 | 382,716 | 37,793 | ||||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 496 | 12.73 | 49 | 75.00 | ||||
2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,020 | 199 | ||||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 1,035,277 | 4.31 | 79,665 | 13.40 | ||||
2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 1,048,239 | 41.67 | 103,514 | 113.29 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 24,845 | 164.06 | 2,453 | 297.57 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 1,431 | 4.00 | 141 | 56.67 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 马萨诸塞州投资者信托投资组合 1 级 | 39,170 | 3,014 | ||||||
2025-07-30 | NP | Zacks Trust - Zacks 全市值核心基金机构类股份 | 950 | 85 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 13,900 | 83.35 | 1,373 | 176.06 | ||||
2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 8,932 | 1.32 | 803 | 36.80 | ||||
2025-06-27 | NP | PPA - 景顺航空航天与国防 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 | 1,352,971 | 2.93 | 104,111 | 11.90 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 2,542,268 | 4.88 | 251,049 | 57.90 | ||||
2025-07-28 | 13F | 英国全球资产管理公司 | 236,913 | 6.69 | 23 | 64.29 | ||||
2025-06-30 | NP | VMGRX - 先锋中型成长基金投资者股票 | 269,245 | 15.00 | 20,718 | 25.03 | ||||
2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 167,665 | 55.40 | 12,902 | 68.95 | ||||
2025-07-15 | 13F | Charter Capital Management, LLC\德国 | 10,009 | 988 | ||||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 186,412 | 10.31 | 18,404 | 66.04 | ||||
2025-08-13 | 13F | 挪威银行 | 21,308,798 | 2,104,244 | ||||||
2025-08-08 | 13F | 创意策划 | 572,301 | 10.30 | 56,515 | 66.06 | ||||
2025-06-18 | NP | NWFAX - 全国基金A类 | 81,333 | 6,259 | ||||||
2025-07-08 | 13F | Range金融集团有限责任公司 | 3,103 | 306 | ||||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 13,719 | 29.10 | 1,355 | 94.26 | ||||
2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 2,200 | 217 | ||||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 54,385 | 14.45 | 5,371 | 72.34 | ||||
2025-08-15 | 13F | 公平控股公司 | 3,534 | 349 | ||||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 9,176 | 15.95 | 908 | 74.42 | ||||
2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 73,900 | 10.46 | 6,646 | 49.16 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 62,068 | 1.57 | 6,129 | 52.92 | ||||
2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 53,382 | 21.59 | 5,271 | 83.08 | ||||
2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 7,012 | 100.00 | 692 | 202.18 | ||||
2025-08-05 | 13F | 康纳布尔办公公司 | 45,551 | 0.34 | 4,498 | 51.09 | ||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 128,693 | 5.63 | 12,708 | 59.03 | ||||
2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 14,510 | 1.77 | 1,305 | 37.41 | ||||
2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 5,015 | 37.43 | 386 | 49.22 | ||||
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 | 45 | 18.42 | 3 | 50.00 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 22,377 | 11.18 | 2,213 | 67.27 | ||||
2025-08-11 | 13F | 忠利投资管理有限公司 | 4,195 | 414 | ||||||
2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 8,886 | 2.01 | 799 | 37.76 | ||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 12,199 | 4.36 | 1,205 | 57.18 | ||||
2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 175,476 | 13.00 | 17,328 | 70.13 | ||||
2025-08-14 | 13F | 特扎资本管理有限责任公司 | 8,468 | 836 | ||||||
2025-06-26 | NP | LGCAX - 阿贝特勋爵全球股票研究基金 A 级 | 7,358 | 566 | ||||||
2025-08-13 | 13F | 基尔特集团有限公司 | 218 | 22 | ||||||
2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 1,019,490 | 13.73 | 78,450 | 23.65 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 80,860 | 3.62 | 6,222 | 12.66 | ||||
2025-08-14 | 13F | 阿塔兰资本合伙人有限合伙人 | 1,600,000 | 14.70 | 158,000 | 72.68 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 181,953 | 6.36 | 16,363 | 43.62 | ||||
2025-08-13 | 13F | 智能财富有限责任公司 | 6,328 | 625 | ||||||
2025-07-30 | 13F | 退休计划小组 | 5,275 | 7.22 | 521 | 61.49 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,209 | 37.23 | 109 | 86.21 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 73 | 5.80 | 7 | 75.00 | ||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 12,235 | 10.72 | 1,208 | 66.85 | ||||
2025-06-26 | NP | HLMGX - Harding Loevner 全球股票投资组合顾问 | 78,021 | 6,004 | ||||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 44,600 | 20.54 | 4,404 | 81.53 | |||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 6,908 | 25.05 | 682 | 88.40 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 59,563 | 107.77 | 5,882 | 212.82 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 1,572 | 53.97 | 132 | 116.39 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 2,975 | 294 | ||||||
2025-08-13 | 13F | Westerkirk资本公司 | 14,603 | 1,442 | ||||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 7,132 | 7.17 | 704 | 61.47 | ||||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 6,402 | 2.58 | 632 | 54.52 | ||||
2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | Short | -2,382 | 0.63 | -214 | 36.31 | |||
2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 3,179 | 312 | ||||||
2025-07-31 | 13F | 赛布鲁克资本 /nc | 2,204 | 218 | ||||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 15,000 | 1,481 | |||||
2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 3,277 | 3.90 | 324 | 56.80 | ||||
2025-08-12 | 13F | 磁星金融有限责任公司 | 9,037 | 892 | ||||||
2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 106,216 | 10,489 | ||||||
2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 2,853 | 282 | ||||||
2025-08-12 | 13F | 艾根投资管理有限公司 | 93,074 | 9,191 | ||||||
2025-08-08 | 13F | 哈特兰有限公司 | 21,472 | 9.89 | 2,120 | 65.50 | ||||
2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 415 | 32 | ||||||
2025-07-11 | 13F | 附件咨询服务有限责任公司 | 2,500 | 247 | ||||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 160,178 | 13.84 | 15,818 | 71.38 | ||||
2025-08-13 | 13F | 法国外贸银行 | 325,902 | 87.31 | 32,183 | 183.57 | ||||
2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 90,401 | 5.28 | 8,130 | 42.17 | ||||
2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 259,193 | 3.18 | 19,945 | 12.17 | ||||
2025-07-29 | 13F | 温德尔大卫联合公司 | 41,270 | 6.42 | 4 | 100.00 | ||||
2025-07-15 | 13F | 林奇建筑事务所/ | 2,150 | 212 | ||||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 2,396,414 | 7.42 | 236,575 | 61.66 | ||||
2025-08-25 | NP | 股票投资组合 - 股票投资组合 | 89,486 | 45.04 | 8,837 | 118.39 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 265,045 | 8.99 | 23,835 | 47.18 | ||||
2025-07-15 | 13F | BCS财富管理 | 2,027 | 0 | ||||||
2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 277,700 | 11.08 | 21,369 | 20.76 | ||||
2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 453,056 | 2.19 | 45 | 51.72 | ||||
2025-08-13 | 13F | 吉布斯财富管理 | 2,992 | 295 | ||||||
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 | 135,888 | 1.52 | 13,419 | 52.84 | ||||
2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 85,391 | 8,432 | ||||||
2025-07-10 | 13F | 纳富尔顿银行 | 82,237 | 0.68 | 8,121 | 51.58 | ||||
2025-08-12 | 13F | 埃格顿资本(英国)有限责任合伙 | 3,168,473 | 79.76 | 312,887 | 170.64 | ||||
2025-07-08 | 13F | NBC 证券公司 | 7,137 | 0.58 | 1 | |||||
2025-08-26 | NP | 机构投资策略基金 | 90 | 12.50 | 9 | 60.00 | ||||
2025-07-22 | 13F | 加速财富管理 | 2,338 | 231 | ||||||
2025-08-14 | 13F | 奇尔顿投资有限公司 | 1,451,424 | 5.05 | 143,328 | 58.16 | ||||
2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 79,320 | 1.07 | 7,833 | 52.17 | ||||
2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 2,279 | 4.45 | 225 | 57.34 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 8,332 | 16.58 | 823 | 75.64 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 37,938 | 4.95 | 3,746 | 58.06 | ||||
2025-07-30 | 13F | Eqis资本管理公司 | 8,226 | 106.11 | 812 | 211.11 | ||||
2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 8,196,569 | 2.31 | 737,117 | 38.15 | ||||
2025-07-29 | 13F | 卡顿伍德资本顾问有限公司 | 2,553 | 252 | ||||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 199,417 | 1.00 | 19,692 | 52.07 | ||||
2025-08-27 | NP | SOLR - SmartETFs 可持续能源 II ETF | 1,650 | 54.93 | 163 | 134.78 | ||||
2025-08-14 | 13F | 目的地财富管理 | 2,096 | 207 | ||||||
2025-08-15 | 13F | 易方达基金管理有限公司 | 75,106 | 31.47 | 7,417 | 97.92 | ||||
2025-06-25 | NP | MNMCX - Pro-Blend(R) 中期系列 L 级 | 14,537 | 1,119 | ||||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 266 | 26 | ||||||
2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 124,952 | 25.82 | 11,237 | 69.88 | ||||
2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 2,580 | 108.91 | 199 | 127.59 | ||||
2025-07-28 | 13F | 纽约州教师退休制度 | 896,380 | 1.46 | 89 | 54.39 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 63,082 | 6,229 | ||||||
2025-06-26 | NP | TGWRX - 泛美大型增长 R | 18,440 | 29.57 | 1,419 | 40.81 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 595,359 | 10.08 | 58,803 | 65.75 | ||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 2,477 | 2.48 | 245 | 54.43 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 8,985 | 6.93 | 887 | 60.98 | ||||
2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 3,316 | 327 | ||||||
2025-08-12 | 13F | Oak Associates Ltd /哦/ | 206,424 | 10.73 | 20,384 | 66.71 | ||||
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 | 363,024 | 0.88 | 27,935 | 9.67 | ||||
2025-08-14 | 13F | 资本规划顾问有限责任公司 | 2,924 | 289 | ||||||
2025-07-16 | 13F/A | CX 机构 | 8,111 | 3.54 | 1 | |||||
2025-07-11 | 13F | IFM 投资者有限公司 | 227,088 | 7.16 | 22,425 | 61.35 | ||||
2025-08-05 | 13F | 特雷杰·AP-丰登 | 197,322 | 102.75 | 19,486 | 205.26 | ||||
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 | 9,616,301 | 1.77 | 949,610 | 53.22 | ||||
2025-08-12 | 13F | 智慧基金有限合伙人 | 30,000 | 2,962 | ||||||
2025-07-29 | NP | BLES - 激励全球希望 ETF | 4,532 | 3.28 | 408 | 39.38 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 8,000 | 790 | |||||
2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 2,120 | 209 | ||||||
2025-07-18 | 13F | 综合投资组合审查公司 | 4,029 | 398 | ||||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 426,614 | 340.98 | 42,128 | 563.96 | ||||
2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 4,745 | 15.53 | 469 | 73.98 | ||||
2025-08-06 | 13F | 地平线投资服务有限责任公司 | 10,380 | 1,025 | ||||||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 7,300 | 721 | |||||
2025-08-08 | 13F | 等投资顾问公司 | 222,390 | 8.98 | 21,961 | 64.08 | ||||
2025-08-13 | 13F | 奥西亚姆 | 521,124 | 957.24 | 51,461 | 1,492.20 | ||||
2025-08-27 | NP | BDAFX - 男爵持久优势基金 | 55,623 | 5,493 | ||||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 4,179 | 413 | ||||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,327 | 134.45 | 131 | 254.05 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 29,979 | 17.03 | 2,960 | 76.19 | ||||
2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 120 | 500.00 | 12 | 1,000.00 | ||||
2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 115,440 | 1.37 | 11,400 | 52.62 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 99,562 | 162.60 | 9,832 | 295.45 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 34,334,922 | 2.03 | 3,390,574 | 53.61 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 98,220 | 5.56 | 9,699 | 58.92 | ||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 5,480 | 9.29 | 541 | 64.94 | ||||
2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,634,808 | 0.92 | 3,815,187 | 51.94 | ||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 2,122,721 | 7.39 | 209,619 | 47.55 | ||||
2025-08-12 | 13F | XTX Topco有限公司 | 126,368 | 793.25 | 12,479 | 1,246.06 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,212,268 | 1.47 | 119,711 | 52.78 | ||||
2025-07-31 | 13F | 联合社区银行 | 366 | 28.87 | 36 | 100.00 | ||||
2025-08-04 | 13F | 西弗森斯特雷格公司 | 2,483 | 245 | ||||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 726 | 101.11 | 72 | 208.70 | ||||
2025-07-14 | 13F | 查平戴维斯公司 | 38,640 | 3,816 | ||||||
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 | 168,511 | 2.60 | 12,967 | 11.55 | ||||
2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 9,679 | 956 | ||||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 13,830 | 48.92 | 1,367 | 123.93 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | 1,293,931 | 127,776 | ||||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 2,800 | 276 | |||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 2,500 | 247 | |||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 2,321 | 229 | ||||||
2025-08-14 | 13F | 斯特恩律师事务所 | 871,809 | 3.16 | 78,212 | 41.10 | ||||
2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 2,693 | 266 | ||||||
2025-08-14 | 13F | 七英里咨询 | 2,261 | 223 | ||||||
2025-08-07 | 13F | 特雷诺资本管理公司 | 5,140 | 501 | ||||||
2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 64,336 | 9.73 | 4,951 | 19.31 | ||||
2025-06-26 | NP | DYNF - 贝莱德美国股票因子轮换 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 | 2,155,912 | 111.11 | 165,897 | 129.52 | ||||
2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 863,402 | 85,261 | ||||||
2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 129,323 | 3.39 | 12,771 | 55.66 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 1,912 | 2.91 | 189 | 55.37 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 1,182 | 39.39 | 117 | 110.91 | ||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 197 | 116.48 | 19 | 280.00 | ||||
2025-07-21 | 13F | 三合财富合伙有限公司 | 2,034 | 201 | ||||||
2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 2,600 | 8.33 | 234 | 46.54 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 105,320 | 3.03 | 10,400 | 55.13 | ||||
2025-08-05 | 13F | 九点合伙人有限公司 | 8,622 | 851 | ||||||
2025-07-11 | 13F | 格罗夫银行与信托 | 2,694 | 3.86 | 266 | 56.47 | ||||
2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 502,135 | 0.23 | 49,586 | 50.91 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 12,331 | 32.43 | 1,218 | 99.51 | ||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 12,183 | 63.93 | 1,203 | 147.02 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 2,839 | 0.21 | 280 | 51.35 | ||||
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 | 163,644 | 16.94 | 14,717 | 57.91 | ||||
2025-07-29 | NP | JGRW-詹森质量增长ETF | 22,038 | 7.39 | 1,982 | 45.02 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 27,634 | 311.22 | 2,729 | 520.00 | ||||
2025-08-27 | NP | 伊顿万斯增强股票收益基金 | 101,000 | 46.11 | 9,974 | 120.01 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 7,055 | 2.78 | 697 | 54.67 | ||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 3,437 | 339 | ||||||
2025-08-06 | 13F | Ethos金融集团有限责任公司 | 6,246 | 617 | ||||||
2025-08-11 | 13F | 交响金融有限公司 | 135,484 | 13,379 | ||||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 9,322 | 9.44 | 838 | 47.80 | ||||
2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 31,822 | 6.92 | 2,862 | 44.35 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 投资者信托系列初始类别 | 20,657 | 29.98 | 2,040 | 95.68 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 313,814 | 10.73 | 24,148 | 20.39 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - Templeton Growth VIP 基金 1 级 | 59,244 | 18.00 | 5,850 | 77.65 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 1,118,670 | 3.44 | 110,465 | 55.72 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 42,600 | 3,327 | ||||||
2025-08-13 | 13F | 北方信托公司 | 12,933,766 | 1.08 | 1,277,209 | 52.18 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 273,724 | 5.31 | 27,030 | 58.56 | ||||
2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 2,350 | 232 | ||||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 1,068,185 | 11.86 | 105,483 | 68.42 | ||||
2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 4,872 | 52.06 | 375 | 65.49 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 8,478 | 2.01 | 837 | 53.58 | ||||
2025-08-14 | 13F | 前奏资本管理有限公司 | 24,767 | 2,446 | ||||||
2025-08-08 | 13F | 平布鲁克资本管理有限公司 | 31,316 | 3,092 | ||||||
2025-08-14 | 13F | TCW集团公司 | 267,802 | 0.14 | 26,445 | 50.77 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 40,292 | 0.17 | 3,623 | 35.29 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 16,300 | 232.65 | 1,610 | 401.25 | |||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 23,200 | 66.91 | 2,291 | 151.48 | |||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 24,136 | 66.73 | 2,383 | 151.11 | ||||
2025-08-14 | 13F | EHP基金公司 | 4,000 | 395 | ||||||
2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 15,446 | 28.24 | 1,389 | 73.19 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 30 | 3 | ||||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 2,899 | 286 | ||||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 6,802 | 55.94 | 672 | 122.19 | ||||
2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 2,534 | 250 | ||||||
2025-08-14 | 13F | 格伦维尤信托公司 | 15,297 | 0.14 | 1,511 | 50.85 | ||||
2025-07-31 | 13F | 阿拉马尔资本管理有限责任公司 | 38,310 | 0.07 | 3,789 | 50.54 | ||||
2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 2,076 | 205 | ||||||
2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 6,306 | 20.21 | 485 | 30.73 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 761,515 | 5.38 | 75,200 | 58.65 | ||||
2025-07-24 | 13F | CWM 顾问有限责任公司 | 149,458 | 4.46 | 14,759 | 57.27 | ||||
2025-07-30 | 13F | 道德公司 | 108,386 | 1.33 | 10,586 | 49.82 | ||||
2025-08-06 | 13F | 吉纳斯资本管理公司 | 29,720 | 2,935 | ||||||
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 | 6,490 | 13.30 | 584 | 53.02 | ||||
2025-08-12 | 13F | 瓦伦资本合伙人 | 773,745 | 558.36 | 76,407 | 891.27 | ||||
2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 2,909 | 287 | ||||||
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 | 117,914 | 1.82 | 11,644 | 53.31 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 129 | 1,333.33 | 13 | |||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 104,538 | 0.48 | 10,323 | 51.30 | ||||
2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 971 | 83.21 | 96 | 179.41 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 207 | 20 | ||||||
2025-08-29 | NP | FAMVX - FAM 价值基金投资者类别 | 1,174,610 | 2.45 | 115,993 | 54.25 | ||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 1,933 | 206 | ||||||
2025-08-14 | 13F | Ironvine 资本合伙人有限责任公司 | 127,345 | 5.80 | 12,575 | 59.30 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 19 | 2 | ||||||
2025-08-05 | 13F | 埃莱维斯特公司 | 4,135 | 12.95 | 408 | 70.00 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 29,559 | 8.96 | 2,919 | 64.02 | ||||
2025-07-25 | NP | MFEGX - MFS成长基金A | 8,960,489 | 0.80 | 805,817 | 36.11 | ||||
2025-06-25 | NP | AllianzGI 人工智能与技术机会基金 | 159,330 | 14.86 | 12,260 | 24.87 | ||||
2025-08-21 | NP | MXMGX - Great-West T. Rowe Price 中型成长基金投资者类别 | 193,700 | 7.02 | 19,128 | 61.12 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,649 | 131.69 | 3,619 | 248.99 | ||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 851,563 | 5.99 | 76,581 | 43.12 | ||||
2025-08-14 | 13F | 莱加托资本管理有限公司 | 38,914 | 15.94 | 3,843 | 74.56 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 2,916 | 133.09 | 262 | 215.66 | ||||
2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 3,420 | 2.80 | 263 | 11.91 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -83 | -8 | |||||
2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 3,867 | 382 | ||||||
2025-08-13 | 13F | 资本国际投资者 | 3,292,347 | 0.40 | 325,115 | 51.15 | ||||
2025-08-26 | NP | PDIAX - Virtus Rampart 增强型核心股票基金 A 类 | 27,453 | 6.18 | 2,711 | 59.88 | ||||
2025-08-11 | 13F | 芝诺股权合伙人有限责任合伙 | 176,195 | 7.32 | 17,420 | 61.48 | ||||
2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,638 | 20.71 | 162 | 80.90 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 149,300 | 4.41 | 14,743 | 57.19 | |||
2025-08-07 | 13F/A | 贝尔投资咨询有限公司 | 50,727 | 1.50 | 4,584 | 38.42 | ||||
2025-07-09 | 13F | 巴伦财富管理有限公司 | 3,007 | 297 | ||||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 1,351,900 | 5.20 | 133,500 | 58.39 | ||||
2025-07-25 | 13F | 协和财富合作伙伴 | 125 | 8.70 | 12 | 71.43 | ||||
2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 57,630 | 5,691 | ||||||
2025-07-29 | NP | BIBL - Inspire 100 ETF | 105,807 | 3.69 | 9,515 | 40.03 | ||||
2025-08-14 | 13F | 赛科斯特管理有限公司 | 39,643 | 3,915 | ||||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 51,327 | 2.16 | 3,950 | 11.05 | ||||
2025-08-12 | 13F | 基梅尔曼贝尔德有限责任公司 | 84 | 8 | ||||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 10,801 | 22.72 | 1,067 | 84.75 | ||||
2025-07-29 | 13F | WCM投资管理有限公司 | 2,094 | 205 | ||||||
2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 92,688 | 2.91 | 9,153 | 54.93 | ||||
2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 5,480 | 1.20 | 1 | |||||
2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 3,068 | 303 | ||||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 19,523 | 40.34 | 1,928 | 111.29 | ||||
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 | 90,982 | 3.59 | 8,182 | 39.89 | ||||
2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 105,001 | 3,158.88 | 10,369 | 4,813.74 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 12,724 | 8.71 | 1,257 | 63.75 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 1,089,800 | 2.66 | 108 | 55.07 | ||||
2025-08-12 | 13F | 恒线顾问公司 | 2,444,650 | 1.26 | 241,409 | 52.45 | ||||
2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 2,693,574 | 129.12 | 265,990 | 244.96 | ||||
2025-06-25 | NP | EXEYX - 股票系列 S 级 | 18,910 | 1,455 | ||||||
2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 787 | 433 | ||||||
2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 10,148 | 0.26 | 988 | 49.02 | ||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 956,492 | 2.33 | 94,454 | 54.07 | ||||
2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 22,234 | 38.17 | 1,711 | 50.26 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 266,460 | 13.40 | 26,313 | 70.74 | ||||
2025-08-08 | 13F | 柏灵财富合伙有限公司 | 2,463 | 243 | ||||||
2025-07-07 | 13F | Nova财富管理有限公司 | 3,413 | 6.06 | 337 | 59.24 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 414,424 | 11.61 | 40,924 | 68.04 | ||||
2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 163,857 | 2.87 | 16,181 | 54.86 | ||||
2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 9,610 | 14.77 | 949 | 72.68 | ||||
2025-08-08 | 13F | KBC 集团 | 538,170 | 2.43 | 53 | 55.88 | ||||
2025-08-14 | 13F | CM Bidwell & Associates 有限公司 | 3,345 | 330 | ||||||
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 | 148,479 | 7.95 | 13,353 | 45.76 | ||||
2025-07-11 | 13F | 布西财富管理 | 140,485 | 13,873 | ||||||
2025-08-25 | NP | 美国基金保险系列 - 增长收益基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,069,782 | 67.86 | 303,141 | 152.72 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州美国成长基金标准级 | 85,929 | 242.47 | 8,485 | 415.81 | ||||
2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 44,098 | 47.93 | 4,355 | 122.71 | ||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 23,459 | 169.77 | 2,317 | 306.32 | ||||
2025-07-15 | 13F | EWG 电梯公司 | 5,744 | 0.77 | 567 | 52.01 | ||||
2025-07-24 | NP | FPURX - 富达清教徒基金 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 | 1,823,589 | 23.39 | 163,995 | 66.62 | ||||
2025-07-31 | 13F | 资金存管及寄售 | 24,465 | 351.88 | 2,416 | 580.28 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 31,341 | 4.80 | 3,095 | 57.78 | ||||
2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 313 | 18.56 | 33 | 94.12 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 1,052,532 | 6.50 | 103,938 | 60.34 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 256,451 | 20.20 | 25,057 | 76.46 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 31,489 | 4.65 | 3,110 | 57.58 | ||||
2025-06-26 | NP | FBCGX - 富达蓝筹成长K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 403,408 | 2.12 | 31,042 | 11.02 | ||||
2025-05-22 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 100,245 | 5.58 | 9,899 | 58.97 | ||||
2025-07-17 | 13F | 景顺有限公司 | 69,433 | 2.27 | 6,857 | 54.00 | ||||
2025-07-21 | 13F | 山顶国家银行 | 357 | 35 | ||||||
2025-08-07 | 13F | 弗里蒙特管理公司 | 46,000 | 4,542 | ||||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 41,839 | 6.16 | 4,138 | 59.71 | ||||
2025-08-14 | 13F | 帕克伍德有限责任公司 | 125,566 | 12 | ||||||
2025-08-12 | 13F | 西北互助投资管理公司 | 38,588 | 0.18 | 3,811 | 50.83 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 24,608 | 10.38 | 2,430 | 66.21 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 567,640 | 4.21 | 56,054 | 56.89 | ||||
2025-08-14 | 13F | 赫尔利资本有限责任公司 | 137 | 0.74 | 13 | 62.50 | ||||
2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 18,148 | 1.11 | 1,792 | 52.25 | ||||
2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 76,222 | 150.48 | 6,855 | 150.51 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 110,543 | 62.13 | 7,361 | 66.05 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 28,606 | 2.55 | 2,825 | 54.40 | ||||
2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 3,763 | 2.87 | 290 | 12.02 | ||||
2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 27,755 | 6.27 | 2,741 | 60.01 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 7,974,096 | 9.68 | 787,442 | 65.14 | ||||
2025-07-30 | 13F | 布鲁姆资本管理公司 | 9 | 1 | ||||||
2025-08-12 | 13F | 财富桥资本管理有限公司 | 8,607 | 0.77 | 850 | 51.61 | ||||
2025-08-27 | NP | AIM 可变保险基金 (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO VI 科技基金系列 I | 40,501 | 11.78 | 3,999 | 58.94 | ||||
2025-08-14 | 13F | USS投资管理有限公司 | 857,662 | 244.20 | 84,673 | 418.06 | ||||
2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,615 | 12.66 | 2,332 | 69.65 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 102,825 | 20.34 | 9,247 | 62.51 | ||||
2025-08-13 | 13F | 施罗德投资管理集团 | 1,297,249 | 16.49 | 128,103 | 75.39 | ||||
2025-09-03 | 13F | 美国信托 | 53,364 | 2.40 | 5,270 | 54.20 | ||||
2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,899 | 1.68 | 1,762 | 10.54 | ||||
2025-08-26 | NP | QAMWEX - T. Rowe 定价中型成长投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 55,900 | 7.92 | 5,520 | 62.50 | ||||
2025-07-18 | 13F | 木兰私人财富有限责任公司 | 3,155 | 312 | ||||||
2025-08-13 | 13F | 哈夫斯特联合公司 | 22,976 | 46.03 | 2,269 | 119.98 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 178 | 394.44 | 18 | 750.00 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 27,558 | 3.02 | 2,721 | 55.13 | ||||
2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 49,926 | 29.26 | 3,842 | 40.54 | ||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 385,530 | 5.10 | 29,667 | 14.26 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 2,457 | 243 | ||||||
2025-08-12 | 13F | 改变路径有限责任公司 | 26,890 | 91.50 | 2,655 | 188.27 | ||||
2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类 | 31,013 | 45.78 | 3,063 | 119.50 | ||||
2025-07-23 | 13F | 印第安纳信托投资管理公司 | 350 | 35 | ||||||
2025-08-14 | 13F | 水产资本管理有限责任公司 | 352,161 | 34,776 | ||||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 4,178 | 10.76 | 376 | 49.40 | ||||
2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 4,064,912 | 1.67 | 312,795 | 10.53 | ||||
2025-08-12 | 13F | 万国数据财富管理 | 132,616 | 94.23 | 13,096 | 192.43 | ||||
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 | 86,350 | 0.78 | 6,645 | 9.56 | ||||
2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,002 | 30.43 | 494 | 96.41 | ||||
2025-07-25 | 13F | 自然投资有限公司 | 7,480 | 1 | ||||||
2025-08-14 | 13F | 沃特福德顾问有限责任公司 | 144,576 | 621 | ||||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 98 | 10 | ||||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 33,086 | 1.93 | 3,267 | 53.45 | ||||
2025-08-05 | 13F | 布莱斯角资本有限责任公司 | 7,864 | 777 | ||||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-07-28 | NP | VCSTX - 科学技术基金 | 280,065 | 36.03 | 25,186 | 83.69 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 20,099 | 3.78 | 1,985 | 56.22 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 23,866 | 71.61 | 2,357 | 158.33 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 97 | 321.74 | 10 | 800.00 | ||||
2025-08-04 | 13F | 财务规划中心有限公司 | 2,352 | 0.99 | 232 | 52.63 | ||||
2025-07-17 | 13F | 查塔姆资本集团有限公司 | 7,995 | 790 | ||||||
2025-08-08 | 13F | 多拉齐奥联合公司 | 2,726 | 269 | ||||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 7,183 | 20.32 | 709 | 81.33 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 265 | 20 | ||||||
2025-08-13 | 13F | 宽博科技有限公司 | 335,313 | 33,112 | ||||||
2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 76,394 | 75.61 | 7,544 | 164.39 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 15,127 | 31.07 | 1,494 | 97.49 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 26,797 | 2,646 | ||||||
2025-06-26 | NP | SEG Partners多空股票基金 | 10,501 | 808 | ||||||
2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 383 | 0.26 | 38 | 48.00 | ||||
2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 53,182 | 39.76 | 5,252 | 110.46 | ||||
2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 186,803 | 101.73 | 16,799 | 172.40 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 44,587 | 40.16 | 4,403 | 111.03 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 28 | 3 | ||||||
2025-08-07 | 13F | LOM资产管理有限公司 | 430 | 0 | ||||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 719,190 | 71,139 | ||||||
2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 3,565 | 1.13 | 352 | 52.38 | ||||
2025-08-11 | 13F | 基石投资者私人有限公司 | 15,295 | 1,510 | ||||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 10,357 | 144.27 | 1,158 | 256.31 | ||||
2025-07-14 | 13F | 福斯特集团有限公司 | 2,333 | 230 | ||||||
2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 6,069 | 8.49 | 599 | 63.66 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 16,770 | 121.36 | 1,656 | 214.83 | ||||
2025-08-14 | 13F | SummitTX Capital,LP | 9,482 | 936 | ||||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 13,489 | 76.79 | 1,332 | 166.40 | ||||
2025-08-28 | NP | NCGFX - 新约成长基金 | 5,495 | 42.91 | 543 | 115.08 | ||||
2025-08-28 | NP | LGLV - SPDR SSGA 美国大盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 96,560 | 136.15 | 9,535 | 102.18 | ||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 76,544 | 5.43 | 6,884 | 42.36 | ||||
2025-07-21 | 13F | 铂金投资管理有限公司 | 22,933 | 11.15 | 2,265 | 67.33 | ||||
2025-08-14 | 13F | 圆财富管理有限公司 | 2,091 | 206 | ||||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 5,687 | 15.59 | 562 | 74.22 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 9,924 | 14.32 | 764 | 24.27 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 112,286 | 60.49 | 11,088 | 141.62 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | 13,869 | 200.65 | 1,370 | 353.31 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 24,397 | 43.09 | 2,417 | 116.19 | ||||
2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 8,208 | 7.34 | 811 | 61.68 | ||||
2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 17,752 | 1,596 | ||||||
2025-08-11 | 13F | 玛维斯塔投资合伙公司 | 423,195 | 5.90 | 41,791 | 59.44 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 145,771 | 20.49 | 14 | 100.00 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 261 | 26 | ||||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 61,696 | 15.49 | 5,548 | 55.97 | ||||
2025-07-17 | 13F | Tritonpoint 财富有限公司 | 4,741 | 18.11 | 469 | 77.95 | ||||
2025-07-25 | 13F | CWM有限公司 | 116,712 | 12.26 | 12 | 83.33 | ||||
2025-07-09 | 13F | Krilogy金融有限责任公司 | 14,990 | 1,480 | ||||||
2025-08-13 | 13F | Vinva投资管理有限公司 | 78,393 | 28.16 | 7,657 | 87.97 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Put | 95,200 | 9,401 | |||||
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 | 84,031 | 11.29 | 6,466 | 21.00 | ||||
2025-08-14 | 13F | Synovus金融公司 | 57,299 | 4.74 | 5,658 | 57.69 | ||||
2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 8,431 | 53.46 | 833 | 131.11 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 531,445 | 12.02 | 52,568 | 68.52 | ||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 37,017 | 41.47 | 3,655 | 113.00 | ||||
2025-07-18 | 13F | 精准财富策略有限责任公司 | 9,778 | 966 | ||||||
2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 32 | 3 | ||||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 95,200 | 9,401 | |||||
2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 4,111 | 11.32 | 406 | 67.36 | ||||
2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 4,467 | 7.90 | 441 | 62.73 | ||||
2025-08-06 | 13F | 福克斯运行管理有限公司 | 20,787 | 2,053 | ||||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 771,260 | 5.16 | 59,348 | 14.32 | ||||
2025-08-11 | 13F | 赛普拉斯咨询集团有限责任公司 | 17,280 | 62.10 | 1,706 | 144.06 | ||||
2025-06-26 | NP | USCGX - 资本增长基金 | 26,164 | 2,013 | ||||||
2025-08-07 | 13F | PFG顾问 | 57,837 | 5.57 | 5,711 | 58.95 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 2,773 | 12.77 | 274 | 69.57 | ||||
2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 28 | 3 | ||||||
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 | 576,304 | 0.58 | 44,347 | 9.34 | ||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 207 | 31.01 | 20 | 100.00 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 924,954 | 16.96 | 91,339 | 76.09 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 727,700 | 38.93 | 71,860 | 109.16 | |||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 35,683 | 16.28 | 3,524 | 75.10 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 2,254,987 | 92.07 | 222,680 | 189.17 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 86 | 26.47 | 8 | 100.00 | ||||
2025-07-22 | 13F | DB Root 有限公司 | 3,966 | 392 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 12,287 | 1.74 | 1,213 | 53.16 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 5,734 | 2.70 | 566 | 54.64 | ||||
2025-07-29 | 13F | 天鹅全球投资有限公司 | 2,725 | 269 | ||||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 48 | 4 | ||||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 362,785 | 12.42 | 35,825 | 69.26 | ||||
2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 10,600 | 398.12 | 816 | 443.33 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 319,547 | 7.70 | 24,589 | 17.09 | ||||
2025-07-09 | 13F | 灵感财富顾问有限公司 | 2,800 | 276 | ||||||
2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 6,838 | 5.01 | 675 | 58.08 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 3,061,298 | 7.39 | 302 | 62.37 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 575,400 | 21.11 | 56,821 | 82.34 | |||
2025-08-14 | 13F | 西永资本有限公司 | 18,893 | 11.89 | 1,866 | 68.47 | ||||
2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 572 | 56 | ||||||
2025-08-08 | 13F | 费尔班克斯资本管理公司 | 15,730 | 6.87 | 1,553 | 60.93 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 106,441 | 62.25 | 10,511 | 142.11 | ||||
2025-07-15 | 13F | LeConte财富管理有限责任公司 | 4,038 | 399 | ||||||
2025-07-03 | 13F | 信托金融集团有限责任公司 | 4,502 | 8.48 | 438 | 64.66 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 5,272 | 11.08 | 406 | 20.90 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 147,765 | 9.73 | 11,371 | 19.29 | ||||
2025-08-13 | 13F | 绿丰资产管理有限公司 | 2,530 | 250 | ||||||
2025-07-24 | NP | ARAAX - Horizon Active Risk Assist 基金顾问类 | 15,424 | 21.73 | 1,387 | 64.53 | ||||
2025-07-31 | 13F | Fedenia 顾问有限公司 | 16,201 | 1,600 | ||||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 848 | 9.28 | 84 | 66.00 | ||||
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 | 3,652 | 21.77 | 281 | 32.55 | ||||
2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 3,149 | 311 | ||||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 19,275 | 1.42 | 1,903 | 52.73 | ||||
2025-07-23 | 13F | Hager 投资管理服务有限公司 | 7,426 | 733 | ||||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 2,714 | 15.39 | 268 | 74.03 | ||||
2025-08-12 | 13F | 绗缝公司 | 2,743 | 271 | ||||||
2025-08-27 | NP | 中证国际-卡尔弗特平衡基金A类 | 106,000 | 23.98 | 10,468 | 86.68 | ||||
2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 11,286 | 1,114 | ||||||
2025-06-11 | NP | KTRAX - DWS Global Income Builder 基金 A 级 | 68,725 | 15.70 | 5,288 | 25.78 | ||||
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 | 223,688 | 2.01 | 22,089 | 53.58 | ||||
2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 2,116 | 0 | ||||||
2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 60 | 15.38 | 6 | 66.67 | ||||
2025-08-14 | 13F | 德肖公司 | 4,468,852 | 306.36 | 441,299 | 511.81 | ||||
2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 1,514 | 10.75 | 150 | 67.42 | ||||
2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 9,096 | 0.54 | 898 | 51.43 | ||||
2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 9,408 | 846 | ||||||
2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 9,767 | 15.16 | 964 | 73.38 | ||||
2025-07-31 | 13F | 卡博特财富管理公司 | 176,571 | 1.09 | 17,436 | 52.21 | ||||
2025-08-13 | 13F | 参议员投资集团有限合伙人 | 360,165 | 35,566 | ||||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,418,351 | 3.08 | 140,062 | 55.19 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 387 | 4.88 | 38 | 58.33 | ||||
2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 1,336,039 | 7.45 | 131,934 | 61.78 | ||||
2025-08-14 | 13F | Scopus 资产管理有限公司 | 88,918 | 70.33 | 8,781 | 156.50 | ||||
2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 3,288 | 325 | ||||||
2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 4,762 | 0.21 | 470 | 51.13 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 60,615 | 50.51 | 5,986 | 126.62 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/T。 Rowe Price资本增值基金(一) | 2,220,704 | 39.64 | 219,295 | 110.24 | ||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 449,345 | 44,373 | ||||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 48 | 41.18 | 5 | 100.00 | ||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 15,477 | 1.19 | 1,528 | 52.34 | ||||
2025-08-14 | 13F | 阿尔派全球管理有限责任公司 | 5,372 | 530 | ||||||
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 | 1,255 | 19.07 | 97 | 29.73 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 19,817 | 70.53 | 1,957 | 156.69 | ||||
2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Put | 288,100 | 28,450 | |||||
2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | 288,100 | 28,450 | ||||||
2025-07-24 | 13F | 美国合众银行\de\ | 726,354 | 0.79 | 71,728 | 51.74 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 11,140 | 411.95 | 1,100 | 674.65 | ||||
2025-07-25 | NP | MFSG-MFS主动增长ETF | 10,843 | 975 | ||||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 252 | 25 | ||||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 9,637 | 6.96 | 742 | 16.33 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 58,606 | 6.11 | 5,787 | 59.77 | ||||
2025-06-26 | NP | 克拉夫全球股息和收益基金 | 23,000 | 107.21 | 1,770 | 125.35 | ||||
2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 49,031 | 0.40 | 4,409 | 35.58 | ||||
2025-07-25 | NP | MMLG - First Trust 多管理人大型增长 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 | 3,549 | 14.56 | 319 | 54.85 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 170,000 | 1 | |||||
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 | 73 | 19.67 | 6 | 25.00 | ||||
2025-08-12 | 13F | 美国APG资产管理公司 | 82,660 | 127.04 | 8,050 | 234.72 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 13,465 | 1 | ||||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 9,376,566 | 7.05 | 925,936 | 61.17 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 68,196 | 1,695.10 | 6,734 | 2,604.42 | ||||
2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 2,565 | 253 | ||||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 54,700 | 5,402 | |||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,150,567 | 2.39 | 113,618 | 54.15 | ||||
2025-08-05 | 13F | 摄政门资本有限责任公司 | 62,619 | 6,184 | ||||||
2025-07-17 | 13F | 阿西奥资本有限责任公司 | 54,630 | 1.21 | 5,395 | 52.37 | ||||
2025-08-11 | 13F | 潮汐有限责任公司 | 48 | 5 | ||||||
2025-07-29 | NP | 古根海姆战略机会基金 | 254 | 9.01 | 23 | 46.67 | ||||
2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 2,090 | 206 | ||||||
2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | 383,287 | 6.12 | 37,850 | 59.77 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 2,093 | 10.51 | 234 | 87.90 | ||||
2025-08-08 | 13F | 综合财务规划有限公司/PA | 2,083 | 206 | ||||||
2025-08-07 | 13F | 49 财富管理有限责任公司 | 2,722 | 269 | ||||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 1,131,809 | 1,068.33 | 110,872 | 1,659.59 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 33,583 | 24.88 | 3,316 | 88.09 | ||||
2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 23,036 | 2.13 | 2,275 | 53.75 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 1,507 | 13.56 | 149 | 70.11 | ||||
2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 97,883 | 7.75 | 7,532 | 17.14 | ||||
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 | 1,383,338 | 29.81 | 124,404 | 75.28 | ||||
2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 1,963 | 209 | ||||||
2025-07-29 | 13F | 哈钦森第一国民银行 | 8,310 | 2.05 | 821 | 53.56 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 29 | 3 | ||||||
2025-08-14 | 13F | 战略财富设计师 | 499 | 49 | ||||||
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 | 146,536 | 11,276 | ||||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 4,737 | 5.67 | 468 | 58.84 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 404,505 | 78.91 | 39,945 | 169.36 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 107,010 | 11 | ||||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 722,500 | 138.84 | 71,347 | 259.61 | |||
2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 3,184 | 314 | ||||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 19,076 | 18.13 | 1,716 | 59.53 | ||||
2025-08-11 | 13F | 奥尼尔全球顾问公司 | 7,926 | 1 | ||||||
2025-08-13 | 13F | 殖民地信托顾问公司 | 8,380 | 284.40 | 828 | 482.39 | ||||
2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 82,678 | 12.79 | 6,362 | 22.63 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 8,308 | 199.28 | 837 | 273.21 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 大型成长股票基金 | 38,539 | 0.82 | 3,806 | 51.78 | ||||
2025-08-14 | 13F | 威克资本合伙人有限责任公司 | 3,540 | 225 | ||||||
2025-08-19 | 13F | 霍希默财富管理有限公司 | 9,513 | 13.62 | 939 | 71.04 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 815,100 | 95.94 | 80,491 | 195.00 | |||
2025-07-17 | 13F | 坎贝尔纽曼资产管理公司 | 449,521 | 65.83 | 44,390 | 149.68 | ||||
2025-08-05 | 13F | JW Coons 顾问有限公司 | 35,391 | 20.23 | 3,495 | 81.04 | ||||
2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,629,994 | 4.78 | 160,962 | 57.75 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 9,185 | 28.41 | 907 | 93.39 | ||||
2025-08-12 | 13F | 基石财富管理有限责任公司 | 9,609 | 44.19 | 949 | 116.93 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 1,334 | 233.50 | 132 | 403.85 | ||||
2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 86,481 | 12.95 | 8,540 | 70.07 | ||||
2025-08-14 | 13F | Xponance公司 | 290,385 | 24.20 | 28,676 | 86.99 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 30,281 | 2,990 | ||||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 308,500 | 10.69 | 30,464 | 66.66 | |||
2025-08-14 | 13F | 千禧管理有限公司 | 2,416,955 | 569.89 | 238,674 | 908.60 | ||||
2025-07-10 | 13F | 巴斯储蓄信托公司 | 35,303 | 9.44 | 3,486 | 64.82 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 424,400 | 49.12 | 41,910 | 124.52 | |||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 164,472 | 1.57 | 16,242 | 52.91 | ||||
2025-08-15 | 13F | 嘉实基金管理有限公司 | 49,172 | 9.92 | 5 | 100.00 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 152,218 | 27.20 | 15,032 | 91.50 | ||||
2025-08-14 | 13F | SRN 顾问有限公司 | 12,066 | 3.35 | 1,192 | 55.69 | ||||
2025-08-13 | 13F | 丰业资本公司 | 18,908 | 51.35 | 1,867 | 127.84 | ||||
2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 6,577 | 6.05 | 649 | 59.85 | ||||
2025-08-26 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 1,600,000 | 14.29 | 158,000 | 72.06 | ||||
2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 3,601 | 12.85 | 356 | 69.86 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 569,857 | 107.50 | 56,268 | 212.33 | ||||
2025-07-30 | 13F | 战略蓝图有限责任公司 | 3,904 | 386 | ||||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 65,933 | 0.12 | 6,511 | 50.73 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 31,414 | 15.22 | 2,825 | 55.65 | ||||
2025-07-09 | 13F | 鲍曼公司 | 5,764 | 37.01 | 570 | 106.91 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 16,124 | 167.13 | 863 | 118.48 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 17,112 | 0.40 | 1,317 | 9.12 | ||||
2025-08-12 | 13F | 阿维索金融公司 | 5,079 | 4.76 | 502 | 58.04 | ||||
2025-08-06 | 13F | 爱格夫管理有限公司 | 2,790,987 | 172.48 | 275,610 | 310.24 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica WMC 美国增长副总裁初始 | 480,157 | 5.68 | 47,416 | 59.11 | ||||
2025-07-15 | 13F | 第五第三银行 | 136,405 | 14.65 | 13,470 | 72.61 | ||||
2025-07-11 | 13F | 量子金融顾问有限责任公司 | 2,343 | 231 | ||||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 170 | 17 | ||||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | 3,381 | 334 | ||||||
2025-07-30 | 13F | 信赖投资管理有限责任公司 | 75,277 | 0.34 | 7,434 | 51.08 | ||||
2025-07-08 | 13F | 爱华顾问有限公司 | 3,681 | 5.29 | 363 | 58.52 | ||||
2025-07-22 | 13F | 收购财富顾问有限责任公司 | 2,871 | 284 | ||||||
2025-08-05 | 13F | 西区投资管理公司 | 617 | 928.33 | 60 | 1,900.00 | ||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 71,975 | 2.88 | 7 | 75.00 | ||||
2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 183,683 | 8.36 | 18,139 | 63.14 | ||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 1,895,982 | 3,838.72 | 187,228 | 5,830.57 | ||||
2025-07-23 | 13F | REAP金融集团有限责任公司 | 248 | 24 | ||||||
2025-08-11 | 13F | 霍华德财富管理有限公司 | 2,695 | 266 | ||||||
2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 2,753 | 272 | ||||||
2025-08-12 | 13F | 寻路金融有限责任公司 | 2,065 | 20.13 | 0 | |||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 104,489 | 4.43 | 8,040 | 13.53 | ||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 31,621 | 0.10 | 3,123 | 50.75 | ||||
2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 2,273 | 224 | ||||||
2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 33,300 | 24.72 | 3,288 | 87.78 | ||||
2025-08-04 | 13F | 联合银行 | 270,617 | 6.79 | 27 | 62.50 | ||||
2025-08-04 | 13F | 三角帆信托基金 | 2,398 | 237 | ||||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 82 | 8 | ||||||
2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 910,068 | 9.40 | 70,030 | 18.94 | ||||
2025-07-18 | 13F | 丰和基金管理有限公司有限公司 | 123,300 | 12,176 | ||||||
2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 9,518 | 8.41 | 943 | 64.00 | ||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 298,700 | 1.50 | 29,497 | 52.81 | ||||
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 | 34,058 | 4.61 | 3,063 | 41.24 | ||||
2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 17,003 | 3.39 | 1,679 | 55.75 | ||||
2025-08-07 | 13F | Latko 财富管理有限公司 | 2,154 | 0 | ||||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -145 | -53.07 | -14 | -30.00 | |||
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 | 868,859 | 4.12 | 78,136 | 40.60 |