机构和基金投资人持股 - 买家
在波士顿科学公司中开设新头寸的主要持有者包括 埃奇伍德管理有限公司, EGFIX - Edgewood 成长基金机构类别股票, 埃格顿资本（英国）有限责任合伙, 蒙罗合伙公司, FGRAX - 富兰克林成长机会基金 A 类, OWACX - 老韦斯特伯里全资本核心基金, USAUX - 积极增长基金股票, FELG - 富达增强型大盘成长 ETF, Capitolis Liquid 全球市场有限责任公司, PRSCX - T. Rowe Price 科学技术基金公司, 瑞穗证券美国有限公司, 肯彭资本管理公司, Nearwater资本市场有限公司, Sig 经纪公司, 签名房地产与投资顾问有限公司, 比特币资本管理公司, MASTERINVEST 资本投资有限公司, 阿尔科斯塔资本管理公司, 坎托·菲茨杰拉德，LP, 和 林肯可变保险产品信托 - LVIP 特拉华州社会意识基金标准级 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,407,833 | 24.07 | 151,215 | 32.10 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 5,710 | 586 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 2,573 | 275 | ||||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 156,378 | 14.59 | 16,797 | 22.01 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 200,966 | 16.39 | 21,595 | 23.95 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 7,303 | 11.11 | 769 | 12.61 | ||||
| 2025-08-06 | 13F | 瓦尔丁森布鲁纳财务规划有限责任公司 | 1,869 | 201 | ||||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 987,969 | 1.27 | 106,118 | 7.82 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 606 | 41.92 | 65 | 51.16 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 17,795 | 441.54 | 1,911 | 477.34 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 23,590 | 16.48 | 2,534 | 23.98 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 22,075 | 4.47 | 2,362 | 9.66 | ||||
| 2025-08-26 | NP | IXJ - iShares 全球医疗保健 ETF | 792,675 | 0.81 | 85,141 | 7.33 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 10,171 | 21.16 | 1,092 | 29.08 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 4,039 | 1.87 | 415 | 2.47 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 4,028 | 31.51 | 433 | 40.26 | ||||
| 2025-07-08 | 13F | 五重奏私人银行（欧洲）SA | 22,663 | 8.30 | 2,434 | 15.30 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 6,556 | 4.23 | 661 | 17.83 | ||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 55,812 | 23.84 | 5,875 | 25.59 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 2,000 | 215 | ||||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 640 | 13.48 | 69 | |||||
| 2025-08-26 | NP | 贝莱德资本配置信托 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 | 129,965 | 14.92 | 13,960 | 22.35 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 336 | 197.35 | 36 | 227.27 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 40 | 4 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 23,214 | 17.63 | 2,444 | 19.29 | ||||
| 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 | 2,085,308 | 0.60 | 223,983 | 7.12 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 2,404 | 5.39 | 258 | 12.17 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 5,418 | 79.34 | 584 | 84.49 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 494 | 179.10 | 53 | 211.76 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 63,337 | 16.10 | 6,803 | 23.62 | ||||
| 2025-08-26 | NP | BNGLX - 瑞银全球配置基金 A 类 | 2,652 | 50.08 | 285 | 59.55 | ||||
| 2025-06-25 | NP | IGLGX - Columbia Select 全球股票基金 A 类 | 87,510 | 15.67 | 9,002 | 16.26 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 3,404 | 0.15 | 366 | 6.73 | ||||
| 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 | 244,932 | 24.32 | 26,308 | 32.37 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 5,720 | 34.43 | 588 | 35.17 | ||||
| 2025-07-24 | 13F | 百特兄弟公司 | 4,110 | 0.98 | 441 | 7.56 | ||||
| 2025-08-14 | 13F | Xponance公司 | 257,608 | 18.26 | 27,670 | 25.91 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 100 | 11 | ||||||
| 2025-08-11 | 13F | 沃杜州银行 | 51,841 | 61.93 | 6 | 66.67 | ||||
| 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 | 673,387 | 1.41 | 69,271 | 1.92 | ||||
| 2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 393 | 40 | ||||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 294 | 32 | ||||||
| 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 | 8,529,497 | 1.70 | 916,153 | 8.28 | ||||
| 2025-05-30 | NP | Lord Abbett SERIES FUND INC - 债券-债券投资组合 VC 级 | 11,573 | 1,167 | ||||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 6,200 | 3,031.31 | 667 | 3,405.26 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 9 | 1 | ||||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 2,040 | 0.79 | 0 | |||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 40,657 | 4.71 | 4,367 | 11.49 | ||||
| 2025-08-07 | 13F/A | 工商信用 | Put | 17,900 | 1,923 | |||||
| 2025-08-12 | 13F | 企业金融服务公司 | 2,434 | 7.27 | 261 | 14.47 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 679 | 430.47 | 73 | 500.00 | ||||
| 2025-08-07 | 13F/A | 工商信用 | 7,256 | 779 | ||||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 446 | 48 | ||||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 4,946 | 4.10 | 531 | 10.86 | ||||
| 2025-07-16 | 13F | Kingsman财富管理有限公司 | 33,433 | 24.70 | 3,591 | 32.80 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 884 | 6.38 | 95 | 13.25 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 66,593 | 38.19 | 7,153 | 47.13 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 4,210 | 178.81 | 452 | 197.37 | ||||
| 2025-07-25 | NP | FWD - AB 颠覆者 ETF | 93,850 | 15.11 | 9,879 | 16.75 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 3,579,659 | 2.42 | 384,491 | 9.05 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 478,482 | 0.63 | 51,394 | 7.14 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 340 | 12.21 | 37 | 20.00 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 322 | 22.90 | 35 | 30.77 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 12,750,070 | 12.83 | 1,369,485 | 20.14 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 15,356 | 103.93 | 1,649 | 117.26 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 1,604,441 | 42.74 | 172,333 | 51.98 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 870,343 | 13.71 | 91,612 | 15.32 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 36,284 | 3.49 | 3,897 | 10.21 | ||||
| 2025-08-26 | NP | QAAGZX - T. Rowe Price 健康科学投资组合 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 | 215,139 | 5.34 | 23,108 | 12.16 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 402,308 | 0.63 | 43,212 | 7.14 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 1,409,776 | 8.37 | 150,183 | 16.19 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 8,750 | 1.64 | 940 | 8.18 | ||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,352 | 30.12 | 1,004 | 38.48 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 296,046 | 9.05 | 31,798 | 16.11 | ||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 18,402 | 26.65 | 1,977 | 34.88 | ||||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 358,097 | 8.80 | 37,693 | 10.34 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 6,950 | 14.88 | 746 | 22.30 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 134,961 | 6.36 | 14,496 | 13.25 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 24,591 | 89.58 | 1,739 | 32.87 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 21,255 | 2,144 | ||||||
| 2025-07-15 | 13F | CHB 投资集团有限责任公司 | 35,783 | 4.27 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 3,842 | 4.15 | 413 | 10.75 | ||||
| 2025-08-26 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 900,000 | 20.00 | 96,669 | 27.77 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 11,779 | 17.04 | 1,265 | 24.63 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 252,049 | 0.92 | 27,073 | 7.45 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 12,480 | 9.65 | 1,340 | 16.72 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 85 | 750.00 | 9 | 700.00 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 775 | 1.17 | 83 | 7.79 | ||||
| 2025-06-27 | NP | RCGE-RockCreek全球平等ETF | 3,461 | 356 | ||||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 8,935 | 119.10 | 960 | 163.46 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 7,102 | 56.23 | 763 | 66.38 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 15,093 | 0.69 | 1,621 | 7.21 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 1,965 | 33.22 | 211 | 42.57 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 10,759 | 30.54 | 1,156 | 38.99 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 5,525,126 | 29.56 | 593,454 | 37.95 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 大盘精选成长基金 (a) | 557,572 | 14.57 | 59,889 | 21.99 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 38,519 | 13.92 | 4,055 | 15.53 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 113,027 | 2.19 | 12,140 | 8.81 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 17,038 | 5.02 | 1,830 | 11.86 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 840 | 86 | ||||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 2,466,376 | 1.05 | 264,913 | 7.59 | ||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 2,595 | 2.49 | 279 | 9.02 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 112,255 | 194.24 | 12,196 | -1.08 | ||||
| 2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 22,528 | 2,317 | ||||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 100,000 | 10,741 | ||||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 6,169 | 635 | ||||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 2,205 | 237 | ||||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 322 | 12.20 | 35 | 21.43 | ||||
| 2025-07-10 | 13F | 信任点公司 | 7,909 | 13.72 | 850 | 21.11 | ||||
| 2025-04-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,448 | 4.64 | 773 | 19.84 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 82,837 | 9.10 | 8,898 | 16.16 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 2,180,194 | 0.89 | 234,175 | 7.42 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,027 | 209 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 289,421 | 19.95 | 31,087 | 27.69 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 6,500 | 698 | |||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 21,494 | 128.20 | 2,309 | 174.44 | ||||
| 2025-08-26 | NP | Ivy可变保险组合-Ivy VIP科技II级 | 113,445 | 0.88 | 12,185 | 7.41 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 353,845 | 0.66 | 38,006 | 7.18 | ||||
| 2025-08-13 | 13F | 伯比斯资本管理有限公司 | 200 | 100.00 | 21 | 110.00 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,409,931 | 2.64 | 151,441 | 9.28 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 9,059 | 8.04 | 945 | 24.34 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 6,609,793 | 11.20 | 709,958 | 18.40 | ||||
| 2025-08-05 | 13F | 古尔德资产管理有限公司 /ca/ | 10,200 | 1,096 | ||||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 45,546 | 0.73 | 4,685 | 1.23 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 192,941 | 0.05 | 20,724 | 6.52 | ||||
| 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 | 751,601 | 1.16 | 80,729 | 7.71 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 562,611 | 13.00 | 60,430 | 20.32 | ||||
| 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 | 2,117,098 | 8.70 | 222,846 | 10.24 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 21,236 | 4.09 | 2,281 | 10.79 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 679 | 192.67 | 73 | 213.04 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 74,951 | 7.51 | 7,889 | 9.04 | ||||
| 2025-04-07 | NP | RUNN - RUNNING OAK 高效增长 ETF | 55,118 | 2.99 | 5,721 | 17.91 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 14 | 100.00 | 2 | |||||
| 2025-07-17 | 13F | 西德卢瑟福有限公司 | 16,435 | 77.77 | 1,765 | 102.64 | ||||
| 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 | 1,993,575 | 5.14 | 214,130 | 11.95 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 1,795 | 193 | ||||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 6,792 | 24.56 | 730 | 32.55 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 1,388,281 | 2.82 | 149,115 | 9.48 | ||||
| 2025-08-29 | NP | JAFMX - 健康科学信托资产净值 | 73,791 | 4.25 | 7,926 | 10.99 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 53,930 | 11.89 | 6 | 25.00 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 15,619 | 1,678 | 290.00 | |||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 209 | 11.17 | 22 | 10.53 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 22,234 | 176.85 | 2,388 | 194.81 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 9,554 | 1.43 | 1,026 | 8.00 | ||||
| 2025-08-08 | 13F | 托巴姆 | 1,334 | 12.01 | 0 | |||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 14,772 | 1,587 | ||||||
| 2025-07-10 | 13F | 杰克逊广场资本有限公司 | 56,306 | 6,048 | ||||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 2,263 | 511.62 | 243 | 556.76 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 18,718 | 14.23 | 2,010 | 21.60 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 300,755 | 22.94 | 32,301 | 30.89 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 101,786 | 2.90 | 10,933 | 9.55 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 9 | 1 | ||||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,549 | 7.66 | 5,611 | 8.20 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 3,951 | 1.31 | 424 | 7.89 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 9,708 | 3.29 | 1,043 | 9.92 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 141,726 | 4.41 | 15,223 | 11.17 | ||||
| 2025-06-26 | NP | ATVPX - Alger 35 基金 P 类 | 3,100 | 319 | ||||||
| 2025-07-07 | 13F | 西联银行 | 14,388 | 1,545 | ||||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 1,905 | 135.19 | 205 | 151.85 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 37,184 | 75.22 | 3,994 | 86.59 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 39,412 | 16.69 | 4,233 | 24.24 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 286,700 | 30,794 | |||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 1,010 | 51.65 | 104 | 51.47 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 220,600 | 23,695 | |||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 11,021,280 | 3.87 | 1,184 | 10.56 | ||||
| 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 | 118,069 | 23.29 | 12,682 | 31.26 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 114,435 | 31.34 | 12,291 | 39.85 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 588 | 36.74 | 60 | 100.00 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 781,674 | 1.10 | 83,960 | 7.65 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 11,009 | 4.90 | 1,183 | 11.72 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 50,948 | 147.87 | 5,472 | 159.21 | ||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 329 | 34 | ||||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 19,724 | 552.03 | 2,119 | 594.43 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 18,231 | 7.88 | 1,958 | 14.91 | ||||
| 2025-04-01 | NP | HYLG - Global X 医疗保健备兑看涨期权和成长 ETF | 455 | 28.17 | 47 | 58.62 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 4,329 | 0.19 | 465 | 6.67 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 2,318 | 249 | ||||||
| 2025-08-01 | 13F | SYM金融公司 | 1,881 | 202 | ||||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 2,578 | 15.50 | 277 | 22.67 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 3,502 | 22.75 | 376 | 31.01 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 1,000,279 | 3.12 | 107,440 | 9.80 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 5,954 | 640 | ||||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 1,844,793 | 8.72 | 195 | 18.90 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 288 | 31 | ||||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 1,733 | 0.29 | 186 | 6.90 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 163,745 | 17.45 | 17,588 | 25.05 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 31,484 | 21.92 | 3,382 | 29.79 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 45,261 | 16.78 | 4,861 | 24.32 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 283,208 | 1.38 | 30,419 | 7.95 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 2,413 | 21.07 | 259 | 28.86 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 3,455 | 7.17 | 371 | 14.15 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 2,561 | 6.93 | 275 | 14.11 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 13,867 | 0.03 | 1,489 | 6.51 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 579,412 | 1.13 | 59,604 | 1.63 | ||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 2,808 | 302 | ||||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 8,507 | 2.67 | 914 | 9.34 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 183,985 | 0.40 | 18,943 | 10.36 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 5,070 | 289.10 | 496 | 267.41 | ||||
| 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 | 108,117 | 7.38 | 11,380 | 8.90 | ||||
| 2025-08-14 | 13F | 安盛公司 | 2,511,927 | 14.46 | 269,806 | 21.87 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 5,430 | 14,189.47 | 583 | 19,333.33 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 91,461 | 3.73 | 9,409 | 4.26 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 227 | 24 | ||||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 14,654 | 34.11 | 1,574 | 42.74 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 3,316 | 9.08 | 356 | 16.34 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 61,777 | 92.70 | 6,635 | 105.16 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 188 | 14.63 | 20 | 25.00 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 4,588 | 2.46 | 493 | 9.09 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 22,451 | 2.13 | 2,356 | 4.16 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 1,170,311 | 2.59 | 125,703 | 9.23 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 1,264,242 | 1.02 | 130,053 | 1.52 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 20,674 | 0.87 | 2,127 | 1.38 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 16,616 | 2.96 | 1,785 | 9.58 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 324,424 | 0.70 | 34,846 | 7.23 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 35,338 | 4.38 | 3,796 | 11.13 | ||||
| 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 | 5,208 | 559 | ||||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 322 | 22.90 | 35 | 30.77 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 13,926 | 2.91 | 1,496 | 9.52 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 3,324 | 687.68 | 357 | 750.00 | ||||
| 2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93,517 | 37.94 | 9,844 | 39.89 | ||||
| 2025-08-14 | 13F | 缓存顾问有限责任公司 | 14,705 | 1,579 | ||||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 888,204 | 95,402 | ||||||
| 2025-08-04 | 13F | 五大湖退休公司 | 22,987 | 0.35 | 2,469 | 6.88 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 6,926 | 11.58 | 744 | 18.69 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 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 | 50,518 | 51.69 | 5,318 | 53.85 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 99,782 | 1.66 | 10,265 | 2.16 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 123,000 | 121.22 | 13,211 | 135.57 | |||
| 2025-08-14 | 13F | 德肖公司 | 6,755,151 | 75.95 | 725,571 | 87.34 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 1,354,685 | 3.59 | 145,507 | 10.30 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 10,753 | 31.50 | 1,155 | 40.05 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 332,369 | 12.87 | 36 | 20.69 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 33,845,119 | 7.25 | 3,635,304 | 14.19 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 1,852 | 11.30 | 199 | 18.56 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 49,581 | 7.59 | 5 | 25.00 | ||||
| 2025-06-26 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 12,115 | 1,246 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 689,534 | 2.54 | 74 | 10.45 | ||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,395 | 7,962 | ||||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 84,625 | 63.11 | 9,090 | 73.69 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 47,955 | 146.15 | 5,151 | 162.09 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 81,748 | 26.38 | 8,409 | 27.02 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 50,099 | 1.79 | 5,381 | 8.38 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | Put | 42,500 | 4,565 | |||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 47,576,326 | 2.03 | 5,110,173 | 8.63 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 6,981 | 750 | ||||||
| 2025-07-16 | 13F | Vestia 个人财富顾问 | 3,023 | 0.13 | 325 | 6.58 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 165 | 18 | ||||||
| 2025-07-29 | 13F | Consilio 财富顾问有限公司 | 2,011 | 0.75 | 214 | 6.47 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 3,125 | 2.59 | 336 | 9.12 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 20,263,664 | 6.44 | 2,176,521 | 13.33 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 113,441 | 1.02 | 12,185 | 7.56 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 9,930 | 9.68 | 1,067 | 16.76 | ||||
| 2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 5,510 | 567 | ||||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 8,709 | 16.51 | 935 | 24.01 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 198,114 | 10.62 | 21,279 | 17.78 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 3,861 | 13.69 | 415 | 21.05 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 22,521 | 8.22 | 2,371 | 9.77 | ||||
| 2025-04-22 | NP | GVIP - 高盛对冲行业 VIP ETF | 65,920 | 6,842 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 1,299,637 | 4.78 | 133,694 | 5.30 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 19,584 | 22.30 | 2,104 | 30.22 | ||||
| 2025-08-11 | 13F | 阿斯彭投资管理公司 | 10,474 | 20.39 | 1 | |||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 5,143 | 1.56 | 552 | 8.24 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 1,003,178 | 2.86 | 91,793 | 0.78 | ||||
| 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 | 141 | 15 | ||||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 931,793 | 6.90 | 100,084 | 13.82 | ||||
| 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 | 640,456 | 8.06 | 65,884 | 8.60 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 2,053,281 | 3.32 | 220,543 | 10.00 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 96,600 | 70.07 | 10,376 | 81.10 | |||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 32,719 | 10.93 | 3,514 | 18.12 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 2,055 | 0.24 | 221 | 6.80 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 82,813 | 766.06 | 8,895 | 822.61 | ||||
| 2025-07-16 | 13F | 皇冠财富集团有限责任公司 | 2,138 | 0.56 | 230 | 7.01 | ||||
| 2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 14,081 | 1,512 | ||||||
| 2025-08-26 | NP | 贝莱德 ESG 资本配置信托 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 | 284,547 | 1.60 | 30,563 | 8.18 | ||||
| 2025-04-29 | 13F | 佩森公司 | 6,875 | 1.45 | 694 | 14.55 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 755,867 | 34.67 | 81 | 44.64 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 361,002 | 0.06 | 38,775 | 6.53 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 56,352 | 34.23 | 6,053 | 42.90 | ||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 219,162 | 35.42 | 23,069 | 37.33 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 1,279 | 131 | ||||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 3,750 | 87.50 | 403 | 100.00 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 17,787 | 65.34 | 1,911 | 98.96 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 57,523 | 3.39 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 21,706 | 2,331 | ||||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 12,470 | 17.64 | 1,339 | 25.26 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 632 | 1.28 | 64 | 14.55 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 13,086 | 554.30 | 1 | |||||
| 2025-08-08 | 13F | IMA 财富公司 | 19,916 | 0.24 | 2,139 | 6.74 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 49,719 | 16.67 | 5,340 | 24.21 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 4,422 | 475 | ||||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 114,255 | 3.79 | 12,272 | 10.51 | ||||
| 2025-08-26 | NP | PXLIX - PAX 大盘基金机构类别 | 192,241 | 19.90 | 20,649 | 27.66 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 7,985 | 9.82 | 858 | 16.92 | ||||
| 2025-08-14 | 13F | 法拉隆资本管理有限公司 | 3,981,057 | 5.80 | 427,605 | 12.65 | ||||
| 2025-08-14 | 13F | 尼古拉斯投资合伙人有限合伙人 | 36,067 | 14.23 | 3,874 | 21.60 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 380,000 | 119.02 | 41 | 135.29 | |||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 286,725 | 20.83 | 30,797 | 28.65 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 643,148 | 4.65 | 69,081 | 11.43 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 116 | 114.81 | 12 | 140.00 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 46 | 5 | ||||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 72,734 | 22.21 | 7,812 | 30.11 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 7,286 | 5.66 | 783 | 12.52 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 2,083 | 2.01 | 0 | |||||
| 2025-07-16 | 13F | 达科他财富管理 | 238,666 | 2.45 | 25,635 | 9.08 | ||||
| 2025-08-05 | 13F | 茨威格-迪梅纳联合有限责任公司 | 155,700 | 26.59 | 16,724 | 34.78 | ||||
| 2025-08-26 | NP | STCIX - Virtus Silvant 大盘成长股票基金 A 类 | 5,412 | 581 | ||||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 217,435 | 86.78 | 23,355 | 98.88 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 2,919,801 | 14,391.77 | 314 | 15,550.00 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core 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 | 12,381 | 24.97 | 1,330 | 33.03 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 6,714 | 6.76 | 721 | 13.72 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 4,632 | 4.70 | 498 | 11.43 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 14,940 | 1.20 | 1,605 | 7.72 | ||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 2,641 | 1.73 | 284 | 8.43 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 5,059 | 143.34 | 543 | 159.81 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 1,348 | 7.41 | 145 | 14.29 | ||||
| 2025-08-13 | 13F | 法国集团 | 632,131 | 88.65 | 67,871 | 102.06 | ||||
| 2025-07-18 | 13F | 联合规划公司 | 50,313 | 2.30 | 5,404 | 8.93 | ||||
| 2025-08-28 | NP | Tekla 医疗保健机会基金 | 175,402 | 2.13 | 18,840 | 8.74 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 107 | 37.18 | 11 | 66.67 | ||||
| 2025-08-11 | 13F | 信托银行 | 13,851 | 7.19 | 1,488 | 14.12 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 2,509 | 6.00 | 258 | 6.61 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 68,256 | 4.02 | 7,331 | 10.76 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 104,948 | 2.32 | 11,272 | 8.94 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 10,736 | 46.05 | 1,083 | 65.09 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 496,086 | 0.11 | 53,285 | 6.59 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 8,882 | 51.91 | 954 | 61.97 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 23,528 | 16.71 | 2,420 | 17.30 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 87,136 | 21.64 | 9,359 | 29.52 | ||||
| 2025-07-03 | 13F | 阿维斯特投资公司 | 13,140 | 1.57 | 1,411 | 8.12 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 3,025,519 | 106.39 | 324,971 | 119.76 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 40,714 | 6.38 | 4,373 | 13.26 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 174,741 | 18,769 | ||||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 23,140 | 9.78 | 2,485 | 16.89 | ||||
| 2025-08-13 | 13F | 维加投资解决方案 | 18,239 | 36.41 | 1,959 | 43.62 | ||||
| 2025-08-06 | 13F | TKG 顾问有限责任公司 | 51,629 | 0.83 | 5,545 | 7.36 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 9,456,360 | 35.18 | 1,015,708 | 49.63 | ||||
| 2025-07-25 | NP | USAWX - 世界增长基金股票 | 24,506 | 91.89 | 2,580 | 94.64 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 139 | 14 | ||||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 1,001 | 29.66 | 101 | 47.06 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 5,964 | 10.02 | 641 | 17.22 | ||||
| 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 | 32,742 | 6.23 | 3,517 | 13.09 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 400,582 | 1.06 | 42,165 | 2.50 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 8,377 | 207.64 | 900 | 228.10 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 134,928 | 12.05 | 14,493 | 19.31 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 8,315 | 15.70 | 893 | 23.17 | ||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 707 | 73 | ||||||
| 2025-04-28 | NP | VUSE - Vident 核心美国股票基金 | 28,823 | 6.96 | 2,992 | 22.43 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 2,814 | 302 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 212,083 | 21,817 | ||||||
| 2025-08-05 | 13F | 西格玛规划公司 | 7,113 | 7.69 | 764 | 14.71 | ||||
| 2025-08-26 | NP | PRHSX - T. Rowe Price 健康科学基金公司 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 | 3,879,585 | 1.27 | 416,706 | 7.83 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 50,059 | 0.68 | 5,377 | 7.20 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 290,276 | 59.43 | 31,179 | 69.75 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,408 | 2.40 | 3,588 | 9.02 | ||||
| 2025-09-11 | 13F/A | L1资本有限公司 | 1,200 | 129 | ||||||
| 2025-07-21 | 13F | 乐凯资产管理有限公司 | 27,070 | 2,908 | ||||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 19,690 | 194.80 | 2,115 | 214.12 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 28,397 | 294.73 | 3,050 | 320.69 | ||||
| 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 | 180,337 | 7.55 | 18,982 | 9.08 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 12,632 | 9.50 | 1,357 | 16.60 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 6,859 | 14.34 | 737 | 21.65 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 34,096 | 8.99 | 3,577 | 13.38 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 32,424,982 | 1.96 | 3,466,320 | 8.43 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 5,048 | 119.38 | 542 | 133.62 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 39,203 | 1.77 | 4,127 | 3.20 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 9,768 | 1.64 | 1,040 | 5.37 | ||||
| 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 | 22,415 | 54.13 | 2,359 | 56.33 | ||||
| 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 | 8,140 | 83.25 | 874 | 95.09 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 10,384 | 1,115 | ||||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 123,592 | 97.02 | 13,275 | 109.77 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 75,646 | 0.17 | 7,962 | 1.58 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 7,127 | 111.92 | 733 | 113.08 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 137,134,110 | 1.89 | 14,729,575 | 8.49 | ||||
| 2025-08-14 | 13F | 下世纪成长投资者有限公司 | 54,495 | 210.18 | 5,853 | 230.30 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 4,695 | 10.91 | 474 | 25.13 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 2,287 | 287.63 | 246 | 315.25 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 7,158 | 12.19 | 769 | 19.44 | ||||
| 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 | 4,442 | 21.33 | 457 | 21.93 | ||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 5,146,218 | 33.47 | 552,755 | 42.11 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 4,571 | 18.39 | 491 | 26.22 | ||||
| 2025-07-24 | 13F | 东方银行 | 268,578 | 28.39 | 28,848 | 36.70 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘核心 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 | 2,617 | 65.74 | 269 | 67.08 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 4,661 | 1.26 | 501 | 7.76 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 4,069 | 0.32 | 437 | 6.85 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 2,923 | 7.66 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 5,117 | 0.61 | 550 | 7.02 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 4,641 | 3.55 | 498 | 11.91 | ||||
| 2025-07-24 | NP | BCUS - Bancreek 美国大盘股 ETF | 21,706 | 2,285 | ||||||
| 2025-08-14 | 13F | SurgoCap 合伙公司 | 2,724,969 | 2.83 | 292,689 | 9.49 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 118,768 | 0.70 | 12,757 | 7.21 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 6,897 | 20.77 | 696 | 36.27 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 151,843 | 16,309 | ||||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 15,607,873 | 0.80 | 1,676,442 | 7.33 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 218,822 | 5.89 | 23,504 | 12.75 | ||||
| 2025-08-14 | 13F | 帕克曼医疗保健合作伙伴有限责任公司 | 283,166 | 25.30 | 30,415 | 33.41 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 22,180 | 2.90 | 2,284 | 13.08 | ||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 101,260 | 10,876 | ||||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 44,870 | 3.66 | 4,819 | 10.38 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 4,204 | 0.91 | 452 | 7.38 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 1,055 | 5.71 | 113 | 13.00 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 166 | 39.50 | 18 | 41.67 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 4,668 | 2.06 | 501 | 8.21 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 372 | 39 | ||||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 6,436 | 0.52 | 691 | 7.13 | ||||
| 2025-08-11 | 13F | 花旗集团 | 4,033,057 | 39.65 | 433,191 | 48.69 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 18,919 | 45.69 | 2,032 | 55.11 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 1,897 | 95.97 | 204 | 109.28 | ||||
| 2025-08-26 | NP | 贝莱德战略全球债券基金公司 - 贝莱德战略全球债券基金公司投资者 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 | 1,417 | 50.27 | 152 | 60.00 | ||||
| 2025-08-13 | 13F | 卢米尼斯特资本有限公司 | 120 | 13 | ||||||
| 2025-08-15 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 23,628 | 125.26 | 2,538 | 139.79 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理全球买入-卖出机会基金 | 29,485 | 47.42 | 3,167 | 56.97 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 62,191 | 3.91 | 6,680 | 10.63 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 185,619 | 1.37 | 19,937 | 7.94 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 66 | 7 | ||||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 24,633 | 1.49 | 2,593 | 2.90 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 33,436 | 0.53 | 3,591 | 7.03 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 2,212 | 4.39 | 238 | 11.27 | ||||
| 2025-08-14 | 13F | 谢顿资本有限公司 | 1,938 | 208 | ||||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 36,000 | 3,867 | |||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 95,971 | 9,873 | ||||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 46,000 | 1.10 | 4,941 | 7.63 | |||
| 2025-08-01 | 13F | 财富观察顾问公司 | 1,734 | 559 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 346 | 36 | ||||||
| 2025-08-08 | 13F | 贝拉德公司 | 205,537 | 0.13 | 22,077 | 6.62 | ||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 125,973 | 0.81 | 13,531 | 7.33 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 361,629 | 6.80 | 38,843 | 13.71 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 100,860 | 7.79 | 10,617 | 9.32 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 22,671 | 2,435 | ||||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 97,948 | 5.82 | 10,215 | 11.06 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 7,705,384 | 13.89 | 827,635 | 21.26 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 7,584,680 | 1.82 | 814,670 | 8.41 | ||||
| 2025-08-08 | 13F | 布里德山资本有限责任公司 | 4,914 | 0.02 | 528 | 6.46 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 120,805 | 106.15 | 12,651 | 113.81 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 2,263 | 2.40 | 243 | 9.46 | ||||
| 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 | 110,588 | 2.89 | 11,640 | 4.35 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 160 | 166.67 | 17 | 183.33 | ||||
| 2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 11,824 | 25.99 | 1,216 | 26.67 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 11,392 | 30.09 | 1,224 | 38.51 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 14,394 | 3.93 | 1,515 | 5.43 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth 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 | 32,373 | 12.67 | 3,477 | 19.98 | ||||
| 2025-08-07 | 13F | 彭布罗克管理有限公司 | 3,962 | 426 | ||||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,906 | 205 | ||||||
| 2025-08-27 | 13F | 蒙罗合伙公司 | 958,605 | 102,964 | ||||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 1,959 | 210 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 5,882 | 16.61 | 632 | 24.21 | ||||
| 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 | 3,587 | 1.33 | 385 | 7.84 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 788 | 3.68 | 85 | 10.53 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 586,157 | 1.45 | 62,959 | 8.02 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 40,214 | 96.99 | 4,319 | 109.76 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 25,289 | 21.03 | 2,716 | 28.90 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 3,999 | 7.91 | 430 | 15.01 | ||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 2,450 | 3.03 | 263 | 10.04 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 644,320 | 179.32 | 69,206 | 197.40 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 588,296 | 42.89 | 60,518 | 43.60 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 5,642 | 36.08 | 606 | 44.98 | ||||
| 2025-08-14 | 13F | 科伊尔财务顾问有限责任公司 | 3,171 | 341 | ||||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 7,388 | 794 | ||||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 13,409 | 9.70 | 1,438 | 16.55 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 3,210 | 345 | ||||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 2,634 | 3.46 | 283 | 10.16 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 1,404,301 | 61.94 | 150,828 | 72.41 | ||||
| 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 | 745,208 | 1.22 | 78,441 | 2.66 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,741,307 | 3.59 | 187,034 | 10.30 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 1,378,016 | 15.72 | 148,013 | 37.13 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 25,200 | 2,707 | |||||
| 2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 9,322 | 8.80 | 1,001 | 15.86 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 26,863 | 1.57 | 2,885 | 8.13 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 6,953 | 4.70 | 715 | 5.30 | ||||
| 2025-08-29 | NP | EGFIX - Edgewood 成长基金机构类别股票 | 3,759,237 | 403,780 | ||||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 3,912 | 84.18 | 406 | 89.72 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 2,267 | 43.48 | 243 | 52.83 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 26,153 | 9.13 | 2,809 | 16.22 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 1,301,504 | 0.82 | 139,794 | 7.35 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 52,873 | 11.77 | 5,444 | 14.06 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 33,458 | 34.11 | 3,594 | 42.81 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 2,375,918 | 1.60 | 255,197 | 8.17 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 16,754 | 80.93 | 1,800 | 92.61 | ||||
| 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 | 441,782 | 0.43 | 45,446 | 0.93 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 42,607 | 31.38 | 4,576 | 39.90 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 1,479 | 4.89 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 4,841 | 45.42 | 498 | 46.18 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 53,896 | 3.25 | 5,789 | 9.93 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 8,702 | 1.86 | 935 | 8.48 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 3,308 | 3.73 | 355 | 10.59 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 14,096 | 22.87 | 1,514 | 30.86 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 2,137,443 | 157.92 | 229,583 | 174.61 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（欧洲）有限公司 | 89,290 | 248.31 | 9,591 | 270.84 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 12,473 | 1,340 | ||||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 51,530 | -215.48 | 5,535 | -222.95 | ||||
| 2025-08-06 | 13F | 南州公司 | 167,327 | 3.41 | 17,973 | 10.10 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 36,360 | 144.19 | 3,905 | 159.99 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 3,303 | 355 | ||||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 100,267 | 8.31 | 10,263 | 50.07 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 109,803 | 349.61 | 11,794 | 378.81 | ||||
| 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 | 101,704 | 9.17 | 10,462 | 9.71 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 10,550 | 1 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 16,219 | 3.13 | 1,742 | 9.84 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 5,169,960 | 22.92 | 555,305 | 30.88 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 541,500 | 172.80 | 58,163 | 190.46 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 482,000 | 168.67 | 51,772 | 186.08 | |||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 3,961,215 | 1.13 | 425,474 | 7.68 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 46,411 | 6.94 | 4,985 | 13.86 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 60 | 6 | ||||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 1,813,505 | 1.04 | 194,789 | 7.58 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 7,372 | 3.70 | 792 | 10.32 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 1,903 | 204 | ||||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 成长型投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 143,229 | 11.22 | 15,384 | 18.42 | ||||
| 2025-08-05 | 13F | KJ 哈里森合伙人公司 | 54,409 | 85.11 | 5,844 | 97.10 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 15,084 | 13.88 | 1,620 | 21.26 | ||||
| 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 | 325,287 | 0.25 | 34,939 | 6.74 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | Put | 100 | 11 | |||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 4,529 | 7.76 | 486 | 14.89 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 27,584 | 5.29 | 2,963 | 12.11 | ||||
| 2025-08-08 | 13F | 创意策划 | 273,684 | 6.07 | 29,396 | 12.94 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 38,136 | 3,923 | ||||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 15,340 | 2.79 | 1,648 | 9.44 | ||||
| 2025-03-31 | NP | JSFBX - 约翰汉考克海港多/空基金 A 类 | 16,467 | 10.12 | 1,686 | 34.16 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 8,314 | 8.75 | 893 | 15.82 | ||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 9,789 | 4.53 | 1,051 | 11.33 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 516,663 | 79.64 | 55,272 | 91.39 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,139 | 122 | ||||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 2,711 | 3.79 | 291 | 10.65 | ||||
| 2025-08-07 | 13F | 简化资产管理公司 | 7,103 | 763 | ||||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 281,773 | 7.34 | 30,265 | 14.29 | ||||
| 2025-08-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 903 | 216.84 | 97 | 242.86 | ||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 11,586 | 0.76 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 381,293 | 2.29 | 40,955 | 8.91 | ||||
| 2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿资本增值投资组合 3 级 | 322,222 | 6.18 | 34,610 | 13.05 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 454,047 | 0.39 | 48,768 | 6.89 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 55,732 | 1.62 | 5,986 | 3.71 | ||||
| 2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 232,992 | 6.16 | 25,026 | 13.04 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 11,700 | 8.33 | 1,204 | 8.87 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 8,343 | 78.00 | 896 | 89.83 | ||||
| 2025-08-29 | NP | JAFGX - 资本增值信托资产净值 | 68,030 | 7,307 | ||||||
| 2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 2,693 | 2.28 | 289 | 9.06 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 337,270 | 73.16 | 36 | 89.47 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 194,971 | 8.54 | 20,942 | 15.57 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 344 | 72.86 | 0 | |||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 2,738 | 0.96 | 294 | 7.69 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 7,324 | 787 | ||||||
| 2025-06-30 | NP | VGHCX - 先锋医疗保健基金投资者股票 | 13,510,582 | 1.84 | 1,389,834 | 2.35 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州社会意识基金标准级 | 38,676 | 4,154 | ||||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 7,986 | 1.10 | 858 | 7.66 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 3,328 | 113.47 | 350 | 117.39 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 60,673 | 0.09 | 6,517 | 6.56 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 8,549 | 918 | ||||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 1,155 | 1.32 | 103 | -10.43 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 41,791 | 57.67 | 4,489 | 67.90 | ||||
| 2025-07-28 | NP | VBCVX - 系统价值基金 | 32,934 | 3,467 | ||||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 2,056 | 4.63 | 221 | 11.11 | ||||
| 2025-07-18 | 13F | 九十一 SA (PTY) 有限公司 | 8,111 | 866 | ||||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 4,983 | 14.13 | 535 | 21.59 | ||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,414 | 17.60 | 8,254 | 19.26 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 3,328 | 357 | ||||||
| 2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 6,441 | 3.74 | 663 | 19.49 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 614,056 | 4.47 | 65,956 | 11.24 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 36,598 | 65.25 | 3,931 | 75.92 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 388,691 | 6.08 | 39,985 | 6.61 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 53,870 | 13.87 | 5,786 | 21.25 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 5,295 | 128.63 | 569 | 143.78 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 976 | 56.16 | 104 | 63.49 | ||||
| 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 | 161,095 | 4,132.66 | 16,572 | 4,159.90 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 15,000 | 1,611 | |||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 2,861 | 6.40 | 294 | 6.91 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 14,160 | 35.05 | 1,521 | 43.80 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 8,165 | 14.53 | 848 | 17.80 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 12,551 | 110.02 | 1,348 | 123.92 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 3,288,536 | 8.28 | 353,222 | 15.29 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 1,329 | 134 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 3,754 | 111.73 | 403 | 126.40 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 2,671,517 | 7.48 | 286,948 | 14.43 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 5,878 | 5.59 | 631 | 12.48 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 1,064,555 | 0.67 | 114,344 | 7.18 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | 51,227 | 40.98 | 5,502 | 50.12 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 102,245 | 10,982 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 8,847 | 4.69 | 950 | 11.50 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 1,280 | 204.76 | 135 | 211.63 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 8,931 | 11.46 | 959 | 18.69 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 778,558 | 0.76 | 81,951 | 2.19 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 67,400 | 7,239 | |||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 23,481 | 82.59 | 2,522 | 94.45 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 6,867 | 33.00 | 738 | 41.73 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 491 | 16.08 | 53 | 23.81 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 7,196 | 9.20 | 773 | 16.27 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 199 | 165.33 | 21 | 33.33 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 10,198 | 8.66 | 1,095 | 15.75 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 51,133 | 37.03 | 5,492 | 45.91 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 10 | 1 | ||||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 9,741 | 14.09 | 1,002 | 14.78 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,512 | 0.60 | 270 | 7.17 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 160,000 | 17,186 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 4,477,200 | 7.71 | 480,896 | 14.68 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 585,159 | 17.50 | 62,852 | 25.11 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 39,377 | 787.07 | 4,229 | 967.93 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 157 | 16 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 37,671 | 5.45 | 3,875 | 5.99 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 14,853 | 67.77 | 1,528 | 68.54 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 5,157 | 4.95 | 554 | 11.72 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -7,972 | -7.53 | -856 | -1.50 | |||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 317,461 | 0.24 | 34,098 | 6.73 | ||||
| 2025-07-28 | NP | ANEW - ProShares MSCI 转型变革 ETF | 1,805 | 0.45 | 190 | 1.61 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 49,234 | 9.14 | 5,065 | 9.68 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 35,102 | 9.27 | 3,761 | 16.37 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 525,994 | 24.39 | 56,034 | 33.36 | ||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 30,008 | 5.94 | 3,159 | 7.45 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 1,219 | 190.93 | 131 | 209.52 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 378 | 41 | ||||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 28,229 | 6.26 | 3,032 | 13.13 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 96,082 | 4.48 | 10,114 | 5.96 | ||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 4,502 | 0.09 | 465 | 8.67 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 11,607 | 74.78 | 1,247 | 86.25 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 180,002 | 20.57 | 18,517 | 21.16 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 41,994,119 | 2.54 | 4,510,588 | 9.18 | ||||
| 2025-08-28 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 全球基金系列 II | 183,804 | 15.99 | 19,742 | 23.50 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 3,028 | 1.00 | 0 | |||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 440 | 243.75 | 46 | 283.33 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 1,486,699 | 7.87 | 160 | 14.39 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 339,186 | 0.24 | 36,432 | 6.73 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 172,207 | 5.82 | 18 | 12.50 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 8,719,911 | 1.68 | 936,606 | 8.26 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 34,400 | 5.20 | 3,677 | 12.31 | |||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 8,667 | 2.22 | 931 | 8.77 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 202,311 | 3.98 | 21,730 | 10.71 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 75,214 | 4.36 | 8,079 | 11.11 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 944,367 | 3.34 | 97,147 | 3.86 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 2,804,912 | 0.50 | 301,276 | 7.01 | ||||
| 2025-08-26 | NP | AZNAX - AllianzGI 收入与增长基金 A 类 | 234,825 | 21.56 | 25,223 | 29.44 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 1,049 | 1.45 | 113 | 7.69 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 7,749 | 2.61 | 826 | 8.41 | ||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 11,760 | 1.06 | 1,263 | 7.67 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 927,478 | 13.26 | 99,799 | 20.81 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 926,963 | 2.65 | 97,572 | 4.10 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 20 | 2 | ||||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 53,286 | 6.41 | 5,723 | 13.30 | ||||
| 2025-08-14 | 13F | 一河资产管理有限责任公司 | 25,872 | 2,778 | ||||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 148,095 | 4.89 | 15,907 | 11.68 | ||||
| 2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 25,543 | 5.33 | 2,744 | 12.14 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 120,406 | 4.53 | 12,674 | 6.01 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 55 | 48.65 | 6 | 66.67 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 1,460 | 157 | ||||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 59 | 136.00 | 6 | 200.00 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 74,517 | 113.08 | 8,004 | 126.91 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 38,600 | 47.89 | 4,146 | 57.52 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 416 | 288.79 | 43 | 500.00 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 49,518 | 4.99 | 5,319 | 11.79 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 6,091 | 33.43 | 654 | 42.17 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 549,602 | 1.15 | 59,033 | 7.70 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 6,883 | 0.69 | 739 | 7.26 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 11,960 | 308.61 | 1,285 | 335.25 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 2,651 | 18.67 | 273 | 19.30 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 2,028 | 0 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 115,716 | 10.81 | 12,429 | 17.98 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 1,215,796 | 5.49 | 130,589 | 12.31 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value 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 | 9,740 | 32.48 | 1,046 | 41.16 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 10,128 | 24,602.44 | 1,088 | 27,075.00 | ||||
| 2025-08-13 | 13F | 埃奇伍德管理有限公司 | 6,951,450 | 746,655 | ||||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | Call | 1,476,000 | 158,537 | |||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 4,181,034 | 121.72 | 449,085 | 136.07 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 115,415 | 2.17 | 12,397 | 8.78 | ||||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 835,786 | 37.91 | 89,772 | 46.84 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 299,300 | 86.83 | 32,148 | 98.93 | |||
| 2025-08-14 | 13F | 富国银行/百万 | 3,708,088 | 4.20 | 398,286 | 10.95 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 2,800 | 301 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 9,600 | 1,031 | |||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 49,899 | 0.59 | 5,252 | 2.02 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 87,455 | 140.53 | 9,394 | 156.15 | ||||
| 2025-06-26 | NP | TADAX - 泛美美国增长 A | 248,952 | 1.55 | 25,610 | 2.06 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 4,400 | 473 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | 1,580 | 170 | ||||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 36,682 | 3.56 | 3,861 | 5.03 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 6,794 | 21.84 | 730 | 29.72 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 35,233 | 72.25 | 4 | 50.00 | ||||
| 2025-06-24 | NP | KLCAX - 联邦考夫曼大盘基金 A 类股票 | 164,000 | 44.40 | 16,871 | 45.12 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 257,639 | 189.88 | 27,673 | 208.64 | ||||
| 2025-08-29 | NP | GGRW - Gabelli 成长创新者 ETF | 1,316 | 12.86 | 141 | 20.51 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 1,089,699 | 59.56 | 117,045 | 69.89 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 33,338 | 3,581 | ||||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 3,182 | 326 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 119,600 | 42.55 | 12,846 | 51.79 | |||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 68,862 | 8.15 | 7,396 | 15.15 | ||||
| 2025-07-08 | 13F | 战略倡导者有限责任公司 | 21,410 | 7.63 | 2,300 | 14.61 | ||||
| 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 | 812 | 84 | ||||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 36,550 | 9.48 | 3,926 | 16.57 | ||||
| 2025-06-26 | NP | ALGRX - Alger Focus I 类股票基金 | 202,703 | 3.90 | 20,852 | 4.42 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 26,471 | 21.53 | 2,843 | 29.40 | ||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 46,484 | 4.30 | 4,993 | 11.03 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 228,284 | 2.21 | 25 | 9.09 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 15,232 | 1,636 | ||||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,931 | 19.13 | 1,124 | 19.70 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 4,660 | 1.28 | 501 | 7.76 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 13,028 | 1.91 | 1,340 | 2.45 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 4,266 | 116.77 | 458 | 131.31 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 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 | 76,207 | 0.04 | 8,185 | 6.52 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 599 | 27.99 | 64 | 36.17 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 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 | 13,825 | 25.86 | 1,485 | 33.94 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 22,559 | 0.38 | 2,423 | 6.88 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 6,470 | 68.58 | 695 | 79.33 | ||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 11,613 | 11.58 | 1,222 | 13.15 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 4,083,325 | 5.04 | 438,590 | 11.84 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 14,520 | 0.78 | 1,560 | 7.30 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 3,885 | 10.87 | 417 | 18.13 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 157,473 | 3.22 | 16,199 | 3.74 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 368,800 | 99.68 | 39,613 | 112.60 | |||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 2,156 | 1.89 | 232 | 8.45 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 4,594 | 1.77 | 473 | 2.16 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 127,769 | 7.43 | 13,724 | 14.39 | ||||
| 2025-08-21 | NP | THMZ-Lazard股票大趋势ETF | 6,131 | 659 | ||||||
| 2025-08-14 | 13F | 完整投资管理公司 | 11,500 | 116.98 | 1,235 | 131.27 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 16,584 | 4.76 | 1,781 | 11.59 | ||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 37,522 | 1.19 | 4,030 | 7.75 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 10,753 | 31.65 | 1,155 | 40.22 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 592 | 64 | ||||||
| 2025-08-14 | 13F | 沙特中央银行 | 539,423 | 92,903.97 | 57,939 | 99,794.83 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 2,567 | 0.94 | 276 | 7.42 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 19,819 | 10.44 | 1,999 | 24.78 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 216,910 | 20.95 | 23,299 | 28.78 | ||||
| 2025-08-13 | 13F | 直率家族财富咨询有限责任公司 | 3,148 | 0.22 | 338 | 6.96 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 312,936 | 1.03 | 32,192 | 1.53 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 68,527 | 19.45 | 7,360 | 27.18 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 298,887 | 126.60 | 32,103 | 141.27 | ||||
| 2025-05-27 | NP | BLACKROCK BOND FUND, INC. - 贝莱德总回报基金投资者 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 | 10,510 | 1,060 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,553,100 | 35.12 | 166,818 | 43.87 | |||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 2,043,214 | 0.41 | 219,462 | 6.91 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 253 | 27 | ||||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 1,982 | 213 | ||||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 66,100 | 1,020.34 | 7,100 | 1,093.11 | |||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 2,921 | 28.91 | 308 | 46.89 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 1,251,478 | 28.47 | 134,421 | 36.78 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 115,799 | 81.38 | 11,912 | 82.28 | ||||
| 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 | 527,757 | 19.79 | 56,686 | 27.55 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 244 | 26 | ||||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 8,746,679 | 121.06 | 939,003 | 135.38 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 97,399 | 320.26 | 10,462 | 347.63 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 38,961 | 215.78 | 4,185 | 235.53 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 3,597 | 368 | ||||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,300 | 43.82 | 6,979 | 45.86 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 2,020 | 217 | ||||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 32,428 | 6.33 | 3,483 | 13.23 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 31,841 | 15.94 | 3,420 | 23.47 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 496 | 53 | ||||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 211 | 22.67 | 23 | 29.41 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 2,350 | 10.69 | 252 | 17.76 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 65,754 | 7,063 | ||||||
| 2025-07-11 | 13F | Bouvel 投资合伙人有限责任公司 | 45,948 | 1.77 | 4,935 | 30.45 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 29,486 | 15.39 | 3,167 | 22.89 | ||||
| 2025-06-24 | NP | FGRAX - 富兰克林成长机会基金 A 类 | 405,658 | 41,730 | ||||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 92 | 10 | ||||||
| 2025-06-24 | NP | FFTY - 创新者 IBD(R) 50 ETF | 5,976 | 27.97 | 615 | 77.97 | ||||
| 2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 149 | 15 | ||||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 2,849 | 1.17 | 306 | 7.75 | ||||
| 2025-06-26 | NP | TGCEX - TCW精选股票基金I类 | 180,903 | 0.26 | 18,609 | 0.76 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer 全球配置基金 R 级 | 4,295 | 9.87 | 442 | 10.25 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 4,328 | 110.51 | 465 | 124.15 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 340,579 | 24.04 | 36,582 | 32.07 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 11,932 | 10.09 | 1,282 | 32.33 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 980 | 2.08 | 105 | 9.38 | ||||
| 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 | 2,043,015 | 12.28 | 219,440 | 19.55 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -85,415 | 41.22 | -9,174 | 50.37 | |||
| 2025-05-30 | NP | PRSCX - T. Rowe Price 科学技术基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 132,900 | 13,407 | ||||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 2,582 | 0.12 | 277 | 6.54 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 32,789 | 25.69 | 3,522 | 33.83 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 273 | 28 | ||||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 3,733 | 1.58 | 401 | 8.11 | ||||
| 2025-07-28 | NP | NBGX - 路博迈成长ETF | 2,017 | 3.33 | 212 | 4.95 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 6,285 | 163.19 | 675 | 181.25 | ||||
| 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 | 17,942,930 | 0.56 | 1,927,250 | 7.07 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 224,434 | 4.82 | 24,106 | 11.61 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 3,115 | 25,858.33 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 指导资本公司 | 5,794 | 53.32 | 611 | 54.04 | ||||
| 2025-06-26 | NP | LFGCX - 阿贝特勋爵聚焦增长基金 C 类 | 24,653 | 23.27 | 2,536 | 23.89 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 50,501 | 2.19 | 5 | 25.00 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 13,642 | 9.28 | 1,465 | 16.36 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 18,252 | 7.28 | 1,960 | 14.22 | ||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 221,889 | 0.11 | 23,833 | 6.60 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 42,032 | 17.30 | 4,515 | 24.90 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 5,073 | 1.68 | 545 | 8.15 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 181,015 | 7.29 | 19,443 | 14.24 | ||||
| 2025-08-14 | 13F | 道富银行 | 65,191,864 | 1.11 | 7,002,258 | 7.65 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 2,249 | 2.93 | 242 | 9.55 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 5,861 | 189.43 | 630 | 249.44 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 12,828 | 24.90 | 1,378 | 32.92 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 38 | 280.00 | 4 | 300.00 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 16,768 | 1.45 | 1,726 | 2.49 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 6,626 | 5.48 | 712 | 12.32 | ||||
| 2025-08-28 | NP | VNGYX - Vontobel 全球股票基金 Y 股 | 3,636 | 3.89 | 391 | 10.48 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,974 | 3.41 | 418 | 5.03 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 3,253 | 134.03 | 342 | 137.50 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 246 | 26 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 494,097 | 5.31 | 53,006 | 12.24 | ||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 40,058 | 29.59 | 4,297 | 37.78 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 146,687,740 | 3.54 | 15,755,730 | 10.24 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | Call | 352,400 | 37,851 | |||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 1,757 | 185 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 45,186 | 1,268.44 | 4,853 | 1,357.36 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 3,465 | 372 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 16,142 | 9.56 | 1,734 | 16.62 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 29,988 | 0.67 | 3,221 | 7.19 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 848 | 200.71 | 91 | 225.00 | ||||
| 2025-07-24 | 13F | 帝斯曼资本合伙公司 | 2,858 | 307 | ||||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 8,395 | 292.11 | 902 | 319.07 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 26,465 | 10.88 | 2,843 | 18.07 | ||||
| 2025-07-18 | 13F | 布尔金资本管理有限公司 | 2,252 | 242 | ||||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘成长型 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 | 970 | 16.59 | 100 | 16.47 | ||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 62,400 | 9.77 | 6,419 | 10.33 | ||||
| 2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 10,046 | 11.51 | 1,079 | 18.83 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 13,079 | 8.43 | 1,405 | 14.99 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 362,842 | 7.65 | 38,973 | 14.62 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 15,988 | 1,717 | ||||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 283,790 | 2.77 | 29,193 | 3.28 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 9,940 | 121.04 | 1,068 | 135.54 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 18,760 | 1,930 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 470,000 | 13.86 | 50,483 | 21.23 | |||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 388,493 | 1.51 | 41,728 | 8.08 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 41,872 | 279.00 | 4,497 | 303.68 | ||||
| 2025-08-08 | 13F | 弗朗西斯金融公司 | 2,009 | 216 | ||||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 297,960 | 4.38 | 32 | 14.29 | ||||
| 2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 34,240 | 3,678 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 287,958 | 24.04 | 31 | 30.43 | ||||
| 2025-06-27 | NP | ITYAX - 景顺科技基金A类 | 189,708 | 6.58 | 19,515 | 52.56 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 7,059 | 1.58 | 758 | 8.13 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 362 | 39 | ||||||
| 2025-07-17 | 13F | 鹰财富策略有限公司 | 7,870 | 2.04 | 845 | 8.61 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 38,709 | 4.87 | 3,982 | 5.37 | ||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 64 | 12.28 | 7 | 20.00 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 150,614 | 2.04 | 16,177 | 8.64 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 3,859 | 3.26 | 389 | 16.82 | ||||
| 2025-07-24 | NP | 贝莱德资本增值基金有限公司 - 贝莱德资本增值基金有限公司 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 | 450,820 | 16.58 | 47,453 | 18.24 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 10,397 | 0.84 | 1,117 | 7.31 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 242,492 | 12.41 | 26,046 | 21.31 | ||||
| 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 | 701,188 | 0.03 | 72,131 | 0.52 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 14,085 | 1,513 | ||||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 9,655 | 94.42 | 974 | 119.64 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 182,600 | 11.10 | 19,613 | 18.29 | ||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,148,899 | 92.12 | 120,933 | 94.85 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 226,136 | 6.27 | 23,803 | 7.77 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 7,950 | 0.93 | 814 | 23.00 | ||||
| 2025-08-28 | NP | Tekla 世界医疗保健基金 | 69,193 | 15.70 | 7,432 | 23.19 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 1,897 | 204 | ||||||
| 2025-08-07 | 13F | 商业银行 | 64,642 | 8.55 | 6,943 | 15.58 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 1,442,640 | 9.13 | 154,818 | 16.27 | ||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 2,635 | 283 | ||||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 1,904 | 1.66 | 205 | 8.51 | ||||
| 2025-08-13 | 13F | 挪威银行 | 19,457,562 | 2,089,937 | ||||||
| 2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 45,460 | 95.91 | 5 | 100.00 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 10,846 | 10.67 | 1,165 | 17.81 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 2,258 | 243 | ||||||
| 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 | 56 | 16.67 | 6 | 25.00 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 2,190 | 6.26 | 235 | 13.53 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 2,025,153 | 48.74 | 217,522 | 58.36 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 323,621 | 0.05 | 34,760 | 6.52 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 9,249 | 0.97 | 993 | 7.47 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德资本增值投资组合 A 级 | 222,708 | 22.09 | 23,921 | 30.00 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 99,473 | 2,246.61 | 10,684 | 2,402.11 | ||||
| 2025-07-18 | 13F | 维吉拉尔财富管理 | 5,193 | 558 | ||||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 16,278 | 5.72 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 20 | 2 | ||||||
| 2025-07-10 | 13F | 瑞典银行 | 2,819,249 | 114.52 | 302,816 | 128.40 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 3,537 | 120.51 | 380 | 135.40 | ||||
| 2025-08-26 | NP | 贝莱德健康科学信托基金 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 | 294,384 | 1.91 | 31,620 | 8.50 | ||||
| 2025-08-13 | 13F | 智能财富有限责任公司 | 7,796 | 27.51 | 837 | 35.88 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 920,033 | 13.11 | 98,821 | 20.43 | ||||
| 2025-08-14 | 13F | PDT 合作伙伴有限责任公司 | 32,116 | 42.11 | 3,450 | 51.34 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 620,681 | 167.27 | 66,667 | 184.59 | ||||
| 2025-07-25 | NP | NSGAX - 哥伦比亚精选大盘股票基金 A 类 | 209,117 | 3.60 | 22,012 | 5.07 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 23,858 | 29.68 | 2,563 | 38.11 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 2,639 | 1.27 | 283 | 8.02 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 62,544 | 1.88 | 6,434 | 2.39 | ||||
| 2025-05-27 | NP | BLACKROCK BOND FUND, INC. - 贝莱德可持续总回报基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24 | 2 | ||||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 484,000 | 51,986 | ||||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 122 | 13 | ||||||
| 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 | 844,955 | 0.47 | 88,940 | 1.89 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 11,363 | 0.55 | 1,220 | 7.02 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 610 | 0.83 | 66 | 6.56 | ||||
| 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 | 1,439,299 | 29.27 | 148,061 | 29.91 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 88 | 300.00 | 9 | 350.00 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,111 | 4.43 | 4,538 | 5.91 | ||||
| 2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 38,949 | 0.28 | 4,184 | 6.76 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 388,500 | 38.60 | 41,729 | 47.57 | |||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,825 | 4.52 | 192 | 6.08 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 16,851,518 | 1.36 | 1,810,022 | 7.92 | ||||
| 2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 2,199 | 4.86 | 236 | 11.85 | ||||
| 2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 2,302 | 8.28 | 247 | 15.42 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 2,058 | 221 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 健康科学投资组合 I 类 | 206,326 | 1.08 | 22,161 | 7.62 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 24,826 | 8.42 | 2,667 | 15.46 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 4,446 | 0.09 | 478 | 6.47 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 11,100 | 3.25 | 1,192 | 9.96 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 12,817 | 34.92 | 1,173 | 32.13 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 114 | 12 | ||||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 25,184 | 317.99 | 2,705 | 345.47 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 7,868 | 4.34 | 845 | 11.18 | ||||
| 2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 3,558 | 1.31 | 366 | 1.95 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 298 | 40.57 | 0 | |||||
| 2025-08-12 | 13F | 埃格顿资本（英国）有限责任合伙 | 1,640,956 | 176,255 | ||||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 46,237 | 4,966 | ||||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 12,360 | 14.56 | 1,328 | 21.97 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 8,129 | 51.15 | 873 | 61.07 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 336,632 | 5.92 | 36,158 | 12.78 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 343,885 | 45.00 | 36,937 | 54.38 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 7,548,798 | 38.12 | 810,816 | 47.06 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 8,743 | 35.85 | 939 | 44.68 | ||||
| 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 | 500,396 | 2.11 | 51,476 | 2.62 | ||||
| 2025-03-31 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 5,973,176 | 4.80 | 611,414 | 27.67 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 5,782 | 15.92 | 621 | 23.46 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 2,361 | 0.47 | 243 | 0.83 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 6,308 | 17.27 | 678 | 24.91 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 48,728 | 5,234 | ||||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 1,941 | 208 | ||||||
| 2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 2,439 | 19.38 | 262 | 26.70 | ||||
| 2025-07-28 | NP | AGOX - 适应性增长机会 ETF | 165 | -191.67 | ||||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 7,680 | 0.58 | 825 | 7.01 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 6,457 | 10.87 | 664 | 11.41 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 3,779 | 406 | ||||||
| 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 | 608,450 | 15.37 | 65,354 | 22.84 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 3,553 | 19.47 | 382 | 27.00 | ||||
| 2025-08-14 | 13F | Catalio资本管理有限公司 | 229,046 | 24,602 | ||||||
| 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 | 1,518 | 19.72 | 156 | 20.93 | ||||
| 2025-08-06 | 13F | SNS 金融集团有限责任公司 | 4,727 | 0.36 | 508 | 6.74 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 144,745 | 19.96 | 15,459 | 27.00 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 2,956 | 577.98 | 318 | 637.21 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 6,343 | 31.30 | 681 | 39.84 | ||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 45,479 | 76.66 | 4,885 | 88.06 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 29,114 | 72.14 | 3,127 | 83.29 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 13,178 | 22.14 | 1,415 | 30.06 | ||||
| 2025-08-14 | 13F | 富登基金管理有限公司 | 706,039 | 4.01 | 75,836 | 10.74 | ||||
| 2025-08-06 | 13F/A | 海德兰资本有限责任公司 | 89,704 | 1.63 | 9,635 | 8.22 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 12 | 1 | ||||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 68,321 | 5.41 | 7,338 | 12.24 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 553,000 | 2.35 | 59 | 9.26 | ||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 414,280 | 2.02 | 44,498 | 8.63 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 8,860 | 1.90 | 1 | |||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 1,578 | 2,877.36 | 169 | 3,280.00 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 2,105 | 1.49 | 226 | 8.13 | ||||
| 2025-08-11 | 13F | 阿维索财富管理 | 2,102 | 226 | ||||||
| 2025-08-05 | 13F | 环山资本有限责任公司 | 3,288 | 10.00 | 341 | 12.96 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,502 | 39.20 | 158 | 42.34 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 153,043 | 36.60 | 16,438 | 45.44 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 21,641 | 19.68 | 2,226 | 20.32 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 156,528 | 4.52 | 16,813 | 11.29 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-10 | 13F | HWG控股有限公司 | 60,103 | 16.12 | 6,456 | 23.64 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 768,034 | 4.47 | 82,495 | 11.23 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 4,536 | 33.65 | 487 | 42.40 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 6,631,061 | 32.30 | 712,243 | 40.86 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 2,670 | 13.52 | 287 | 20.68 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 10,166 | 8.75 | 1,092 | 15.69 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 4,781 | 21.93 | 514 | 29.87 | ||||
| 2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 70,951 | 7,621 | ||||||
| 2025-08-14 | 13F | 大和证券集团公司 | 271,940 | 10.97 | 29 | 20.83 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 122 | 35.56 | 13 | 44.44 | ||||
| 2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 15,981 | 6.09 | 1,717 | 12.97 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 7,813 | 40.40 | 804 | 41.12 | ||||
| 2025-06-24 | NP | KAUAX - 联邦考夫曼基金 A 类股票 | 617,000 | 26.93 | 63,471 | 27.56 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 36,885 | 7.98 | 3,962 | 14.94 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 2,225,546 | 10.80 | 239,046 | 17.97 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 20,218 | 1.26 | 2,172 | 7.80 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 2,327 | 1.13 | 250 | 7.33 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 118,658 | 45.28 | 13 | 50.00 | ||||
| 2025-06-27 | NP | AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer 全球焦点基金 R6 级 | 88,726 | 6.47 | 9,127 | 7.00 | ||||
| 2025-08-13 | 13F | 蓝鳍资本公司 | 13,603 | 24.08 | 1,461 | 49.23 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 1,603,611 | 107.90 | 172,244 | 121.36 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | 235,481 | 14.51 | 25,293 | 21.92 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 111 | 20.65 | 12 | 22.22 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 47,542 | 29.27 | 5,004 | 31.13 | ||||
| 2025-07-15 | 13F | 永久资本管理有限公司 | 3,431 | 369 | ||||||
| 2025-08-26 | NP | SBRAX - Segall Bryant & Hamill All Cap 基金零售类 | 13,333 | 14.63 | 1,432 | 22.08 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 4,493 | 34.84 | 0 | |||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 11,347 | 30.29 | 1,219 | 38.72 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 263,176 | 13.58 | 28,268 | 20.93 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 105 | 11 | ||||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 316 | 26.91 | 33 | 37.50 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 3,140 | 107.95 | 323 | 109.74 | ||||
| 2025-04-28 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -2,957 | -307 | |||||
| 2025-06-26 | NP | AWGIX - CIBC ATLAS ALL CAP GROWTH FUND 机构类别股票 | 74,363 | 199.85 | 7,650 | 201.38 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 319,063 | 0.34 | 33,585 | 1.76 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Put | 272,300 | 208.38 | 29,248 | 228.36 | |||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 3,136 | 337 | ||||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 55,227 | 0.91 | 5,932 | 7.45 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 94,747 | 188.92 | 10,177 | 207.62 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 3,693 | 11.91 | 397 | 19.28 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 8,088 | 5.26 | 869 | 12.00 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 5,426 | 2.69 | 1 | |||||
| 2025-08-18 | 13F/A | 野村控股公司 | Call | 371,300 | 196.09 | 39,881 | 215.26 | |||
| 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 | 14,000 | 1,474 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 19,649 | 1.37 | 2,110 | 7.93 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 9,141 | 0.11 | 1 | |||||
| 2025-08-06 | 13F | 融合金融有限公司 | 2,335 | 251 | ||||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 7,556 | 35.29 | 812 | 44.05 | ||||
| 2025-05-30 | NP | LBNDX - 雅培勋爵债券债券基金公司 A 类 | 222,024 | 22,398 | ||||||
| 2025-08-26 | NP | PINK - 简化医疗保健 ETF | 7,103 | 870.36 | 763 | 943.84 | ||||
| 2025-07-11 | 13F | 比特币资本管理公司 | 54,418 | 5,834 | ||||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 4,070 | 437 | ||||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 2,828,010 | 7.47 | 303,757 | 14.42 | ||||
| 2025-06-26 | NP | FEMWX - 富达股票市场中性基金富达顾问股票市场中性基金：Z 类 | 1,140 | 7.14 | 117 | 8.33 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 2,363 | 18.51 | 254 | 25.87 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Invesco 全球投资组合 IB 类 | 50,568 | 33.56 | 5,432 | 42.21 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 17,680 | 0.06 | 1,899 | 6.57 | ||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 16,121 | 1,732 | ||||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 329 | 35 | ||||||
| 2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 14,408 | 36.95 | 1,548 | 45.81 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 12,598 | 3.89 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | L & S 顾问公司 | 72,090 | 13.41 | 7,743 | 20.76 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 200,649 | 23.20 | 21,552 | 31.18 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 60,766 | 17.23 | 6,130 | 32.43 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 6,163 | 52.89 | 662 | 62.81 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 33,667 | 405.81 | 3,616 | 438.90 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 225,656 | 31.90 | 24,238 | 40.44 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 75,568 | 1.58 | 8,117 | 8.16 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 259,659 | 2.00 | 26,711 | 2.51 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 246,951 | 0.17 | 26,525 | 6.66 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 1,225,616 | 0.03 | 132 | 6.50 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 195,800 | 81.63 | 21,031 | 93.40 | |||
| 2025-07-30 | NP | SCORX - Sextant 核心基金 | 3,000 | 20.00 | 316 | 21.62 | ||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 46,492 | 1.42 | 4,994 | 7.98 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 860,688 | 20.04 | 92,446 | 27.81 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 6,446 | 46.50 | 692 | 56.21 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 10,409 | 0.95 | 1,118 | 7.50 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 58,160 | 0.68 | 6,247 | 7.19 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 1,459 | 44.46 | 157 | 54.46 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 17,609 | 1.74 | 1,854 | 3.17 | ||||
| 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 | 89 | 21.92 | 9 | 28.57 | ||||
| 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 | 364,056 | 1.49 | 37,450 | 2.00 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 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 | 10,781 | 13.62 | 1,158 | 20.90 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 113,278 | 6.96 | 12,165 | 13.74 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 279 | 30 | ||||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 8,469 | 12.49 | 910 | 19.76 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 3,472 | 0.87 | 373 | 7.20 | ||||
| 2025-08-25 | NP | EHSTX - 伊顿万斯大盘价值基金 A 类 | 236,181 | 52.82 | 25,368 | 62.71 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 14,032 | 38.78 | 1,507 | 47.89 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 24,075 | 1.75 | 2,586 | 8.29 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 41,528 | 2.13 | 4,461 | 8.73 | ||||
| 2025-08-14 | 13F | 索芬诺瓦投资公司 | 431,200 | 46,315 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 95,077 | 0.24 | 9,781 | 0.74 | ||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 17,315 | 1,860 | ||||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 304 | 118.71 | 33 | 128.57 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 125,265 | 0.16 | 13,455 | 6.64 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 24,018 | 0.29 | 2,570 | 6.24 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 7,281 | 0.21 | 782 | 6.83 | ||||
| 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 | 200,343 | 17.04 | 21,088 | 18.71 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 164,654 | 75.35 | 17,685 | 86.71 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 4,211,660 | 0.08 | 452 | 6.60 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 90,117 | 0.28 | 9,426 | 14.56 | ||||
| 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 | 6,023 | 25.74 | 647 | 33.75 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 304,017 | 6.92 | 32,654 | 13.84 | ||||
| 2025-06-27 | NP | PTH - Invesco DWA 医疗保健动量 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 | 38,756 | 3,987 | ||||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 11,793 | 7.91 | 1,241 | 9.44 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 128,800 | 3.19 | 13,834 | 9.87 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 25,465 | 20.19 | 2,735 | 27.98 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 20,740 | 8.39 | 2,228 | 15.39 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 45,271 | 15.58 | 4,863 | 23.06 | ||||
| 2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 619 | 11.93 | 66 | 20.00 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 3,718 | 27.37 | 399 | 35.71 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 4,905 | 72.35 | 527 | 83.28 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 119 | 10.19 | 13 | 20.00 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 349,666 | 648.38 | 37,558 | 696.88 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 248,438 | 3.42 | 26,151 | 4.88 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 1,099,213 | 0.05 | 118,066 | 6.53 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 4,789 | 1.83 | 514 | 8.44 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 16,745 | 270.14 | 1,799 | 294.30 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 16,870 | 31.70 | 1,812 | 40.25 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 112,838 | 0.68 | 12,120 | 7.19 | ||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 2,223,398 | 0.93 | 228,721 | 1.43 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 790,438 | 8.99 | 83,202 | 10.53 | ||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 1,875 | 201 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 740 | 79 | ||||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 8,889 | 4.53 | 936 | 6.01 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 55,700 | 36.19 | 5,983 | 45.02 | |||
| 2025-07-07 | 13F | 巅峰财务顾问有限公司 | 4,551 | 489 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 46,000 | 34.50 | 4,941 | 43.19 | |||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 30,760 | 0.85 | 3,304 | 7.38 | ||||
| 2025-07-25 | NP | CBLAX - 哥伦比亚平衡基金 A 类 | 733,564 | 90.88 | 77,215 | 93.58 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 6,380 | 7.92 | 656 | 8.43 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 33,881 | 3,637 | ||||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 51,839 | 12.35 | 5,457 | 13.95 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 1,389,698 | 0.13 | 149,267 | 6.61 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 17,992 | 10.46 | 1,933 | 17.59 | ||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 32,923 | 32.52 | 3,465 | 34.41 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 2,938 | 4.82 | 316 | 11.70 | ||||
| 2025-08-06 | 13F | 石桥财务规划集团有限责任公司 | 15,453 | 20.77 | 1,660 | 28.60 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 30,381 | 0.09 | 3,263 | 6.56 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 15,000 | 1,611 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | 13,934,981 | 0.04 | 1,496,756 | 6.51 | ||||
| 2025-08-14 | 13F | 罗克斯普林资本管理有限公司 | 355,000 | 28.16 | 38,131 | 36.46 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 4,286,905 | 0.39 | 460,456 | 6.89 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 56,600 | 10.33 | 6,079 | 17.47 | ||||
| 2025-08-14 | 13F | 人类投资有限责任公司 | 12,360 | 14.56 | 1,328 | 21.97 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 887,478 | 46.39 | 95 | 55.74 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 164,500 | 3.13 | 17,669 | 9.81 | |||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 127,839 | 0.95 | 13,731 | 7.48 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 1,915 | 50.31 | 206 | 60.16 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 3,647 | 4.41 | 392 | 11.08 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 2,754 | 8.43 | 296 | 15.23 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 2,418 | 260 | ||||||
| 2025-07-21 | 13F | 协同财务管理有限责任公司 | 13,730 | 15.10 | 1,475 | 22.53 | ||||
| 2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 1,732,575 | 2.00 | 186,096 | 8.60 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 4,900 | 526 | |||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 260,823 | 0.97 | 28,015 | 0.59 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 9,737 | 1,046 | ||||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 2,600 | 279 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | 650,620 | 154.02 | 69,883 | 170.47 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 564,839 | 3.53 | 61 | 11.11 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 81,400 | 216.73 | 8,743 | 237.31 | |||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 1,016 | 107 | ||||||
| 2025-08-12 | 13F | one8zero8有限责任公司 | 3,050 | 8.93 | 328 | 15.96 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 149,755 | 0.15 | 16,085 | 6.64 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 80,160 | 35.22 | 8,610 | 43.96 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 2,738 | 3.91 | 294 | 10.94 | ||||
| 2025-08-13 | 13F | 阿尔科斯塔资本管理公司 | 48,427 | 5,202 | ||||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 4,820 | 24.90 | 518 | 32.90 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 21,922 | 2.58 | 2,355 | 9.23 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 109,313 | 14.12 | 11,741 | 21.52 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 9,583 | 49.69 | 986 | 50.38 | ||||
| 2025-08-14 | 13F | 停战资本有限公司 | 75,000 | 50.72 | 8,056 | 60.49 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 5,066 | 34.09 | 544 | 42.78 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 370 | 37 | ||||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 9,200 | 928 | |||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 134,709 | 61.53 | 13,385 | 92.55 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 13,200 | 1,332 | |||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 3,145,777 | 31.65 | 337,888 | 40.17 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 68 | 655.56 | 7 | |||||
| 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 | 389,174 | 0.03 | 40,034 | 0.53 | ||||
| 2025-08-07 | 13F | 弗里蒙特管理公司 | 23,900 | 30.60 | 2,567 | 39.06 | ||||
| 2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,162 | 1,199 | ||||||
| 2025-07-07 | 13F | 福克斯希尔财富管理 | 2,113 | 1.78 | 227 | 8.13 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 414,316 | 11.47 | 44,502 | 18.68 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 958,878 | 5.19 | 98,640 | 5.71 | ||||
| 2025-08-08 | 13F | KBC 集团 | 2,662,573 | 18.70 | 286 | 26.11 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 2,460,663 | 30.85 | 264,300 | 39.32 | ||||
| 2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 11,061 | 0.92 | 1,138 | 1.43 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 3,100 | 138.46 | 333 | 153.44 | |||
| 2025-07-17 | 13F | 圣约资产管理有限责任公司 | 39,759 | 2.72 | 4,271 | 9.38 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 16,053 | 0.06 | 1,724 | 6.55 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 35,842 | 8.41 | 3,687 | 8.95 | ||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 903 | 216.84 | 97 | 242.86 | ||||
| 2025-08-28 | 13F | 汇添富资产管理有限公司 | 26,576 | 44.14 | 2,855 | 53.52 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 256,881 | 0.94 | 27,583 | 7.44 | ||||
| 2025-08-01 | 13F | 莫特科 | 534 | 65.84 | 56 | 75.00 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 50,061 | 1.22 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 10,118 | 104.61 | 1,087 | 118.07 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 234,655 | 17.30 | 25 | 25.00 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 14,328 | 8.93 | 1,539 | 15.99 | ||||
| 2025-07-10 | 13F | 红鹰财富顾问公司 | 4,734 | 11.68 | 508 | 18.97 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 65,991 | 4.88 | 7,088 | 11.67 | ||||
| 2025-07-23 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 15,180 | 35.48 | 1,598 | 37.44 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 22,158 | 33.35 | 2,380 | 42.00 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 135,125 | 90.05 | 14,514 | 102.36 | ||||
| 2025-08-14 | 13F | 感知顾问有限公司 | 280,000 | 115.38 | 30,075 | 129.33 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 8,363,057 | 12.68 | 898,276 | 19.97 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 12,836 | 10.60 | 1,379 | 17.78 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds II, Inc. - BlackRock Total Return 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 | 471 | 48 | ||||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 15,626 | 6.27 | 1,678 | 13.15 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 1,600 | 14.29 | 172 | 21.28 | |||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 2,015 | 216 | ||||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 1,222 | 21.47 | 131 | 29.70 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 99,243 | 0.05 | 10,660 | 6.53 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 96,947 | 6.84 | 10,205 | 8.35 | ||||
| 2025-08-11 | NP | VOLMX - 容量基金 | 4,700 | 505 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Jennison Growth Portfolio A 类 | 14,123 | 1,517 | ||||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 275 | 28 | ||||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 118 | 13 | ||||||
| 2025-07-11 | 13F | 布西财富管理 | 3,209 | 0.47 | 345 | 6.83 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 724,015 | 13.36 | 77,766 | 20.70 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 863 | 64.69 | 93 | 76.92 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 17,756 | 12.39 | 1,907 | 19.71 | ||||
| 2025-06-26 | NP | HFGO - 哈特福德大盘成长 ETF | 21,936 | 93.06 | 2,257 | 93.98 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 43,900 | 4,715 | |||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 192 | 20 | ||||||
| 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 | 690,900 | 1.59 | 74,210 | 8.16 | ||||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 18,176,584 | 0.44 | 1,913,267 | 1.86 | ||||
| 2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 14,579 | 6.12 | 1,566 | 13.00 | ||||
| 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 | 274,515 | 1.98 | 29,486 | 8.58 | ||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 100 | 11 | ||||||
| 2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 21,796 | 0.95 | 2,294 | 2.41 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 53 | 5 | ||||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 10,799 | 3.71 | 1,143 | 8.76 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德资本增值投资组合 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 | 32,004 | 12.73 | 3,438 | 20.01 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/奥本海默全球增长基金 (a) | 138,965 | 26.63 | 14,926 | 34.83 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 19,241 | 1.42 | 2,067 | 8.00 | ||||
| 2025-07-29 | 13F | 约翰·G·厄尔曼联合公司 | 1,874 | 201 | ||||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 37,673 | 22.07 | 4,046 | 29.97 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 9,251 | 17.06 | 994 | 24.59 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 93 | 10 | ||||||
| 2025-08-12 | 13F | 万国数据财富管理 | 112,649 | 56.19 | 12,100 | 66.31 | ||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 11,909 | 1,254 | ||||||
| 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 | 1,480,262 | 2.90 | 155,812 | 4.36 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 9,591 | 528.09 | 987 | 532.05 | ||||
| 2025-07-17 | 13F | 景顺有限公司 | 5,915 | 65.04 | 635 | 75.90 | ||||
| 2025-08-27 | NP | PJGRX - PGIM JENNISON 成长基金 R 级 | 137,703 | 14,791 | ||||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 2,475 | 3.60 | 266 | 9.96 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,463,096 | 0.19 | 157,151 | 6.67 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 2,377,269 | 9.18 | 255,342 | 16.25 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 89,947 | 0.02 | 9,661 | 6.49 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 26,247 | 2,819 | ||||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 754 | 23.40 | 81 | 31.15 | ||||
| 2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 4,961 | 0.30 | 533 | 6.61 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 27,934 | 4.05 | 3,000 | 10.78 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 2,018,678 | 216,826 | ||||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 2,430 | 2.84 | 0 | |||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 47,196 | 0.68 | 5,069 | 7.21 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 432 | 46 | ||||||
| 2025-08-14 | 13F | 科学技术合作伙伴有限合伙公司 | 140,769 | 392.20 | 15,120 | 424.06 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 54,050 | 0.13 | 5,806 | 6.61 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 2,432 | 261 | ||||||
| 2025-06-25 | NP | AllianzGI 人工智能与技术机会基金 | 174,190 | 11.40 | 17,919 | 11.95 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 11,636 | 0.13 | 1,250 | 6.57 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 74,674 | 112.95 | 8,021 | 126.75 | ||||
| 2025-08-14 | 13F | 埃施勒资产管理有限公司 | 8,690 | 933 | ||||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 158,093 | 7.95 | 16,981 | 15.89 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 35,512 | 439.45 | 4 | |||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 84,484 | 17.24 | 9,074 | 26.75 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 210,574 | 372.55 | 22,618 | 403.16 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 348,145 | 4.01 | 37,394 | 10.74 | ||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 63 | 3.28 | 7 | 0.00 | ||||
| 2025-08-06 | 13F | 360金融公司 | 4,105 | 441 | ||||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 3,266 | 96.87 | 410 | 144.91 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 108,464 | 6.58 | 11,650 | 13.47 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 68,115 | 24.59 | 7,256 | 33.58 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 23,811 | 3.31 | 2,558 | 9.98 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 230,554 | 0.51 | 24,763 | 7.01 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 120,461 | 297.89 | 12,939 | 323.64 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 3,838 | 26.71 | 412 | 35.08 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 117,800 | 7,753.33 | 12,653 | 8,278.81 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 4,679,519 | 58.08 | 502,627 | 68.32 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 13,163 | 2.69 | 1,414 | 9.28 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 6,174 | 13.72 | 663 | 21.21 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 528 | 50.00 | 57 | 60.00 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 2,888 | 1.62 | 310 | 8.39 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 3,899 | 16.95 | 0 | |||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 8,243 | 885 | ||||||
| 2025-08-13 | 13F | 伯纳多财富规划有限责任公司 | 4,650 | 0.96 | 0 | |||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,700 | 11.18 | 720 | 18.45 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 115,750 | 10.23 | 12,075 | 13.99 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 67,522 | 9.48 | 7,253 | 16.57 | ||||
| 2025-08-06 | 13F | 延龄草资产管理有限公司 | 182,799 | 1.04 | 19,634 | 7.58 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 220,523 | 6.68 | 23,212 | 8.19 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 800 | 6.81 | 86 | 13.33 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 252 | 90.91 | 27 | 107.69 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 12,667 | 64.96 | 1,361 | 75.71 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 11,661 | 21.76 | 1,253 | 29.61 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 289,758 | 0.68 | 31,123 | 7.19 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 43 | 5 | ||||||
| 2025-08-08 | 13F | 财富联盟 | 2,279 | 1.65 | 245 | 7.96 | ||||
| 2025-07-24 | 13F | 财富之星顾问有限公司 | 6,838 | 13.81 | 734 | 21.12 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 82,027 | 3.02 | 8,811 | 9.69 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 6,469 | 97.41 | 695 | 110.30 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 39,299 | 443.86 | 4,043 | 678.81 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 11,503 | 5.85 | 1,236 | 12.68 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,575 | 1.68 | 163 | 16.43 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 1,257 | 26.08 | 0 | |||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 18,551 | 3.27 | 1,993 | 9.93 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 4,571 | 7.17 | 491 | 13.95 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 3,511 | 3.81 | 377 | 10.56 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 50,254 | 34.35 | 5,290 | 36.24 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 11,358 | 20.28 | 1,196 | 21.94 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 65,713 | 3.46 | 7,058 | 10.16 | ||||
| 2025-06-27 | NP | GURU - 全球 X Guru 指数 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 | 5,602 | 576 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 384,739 | 11.58 | 39,578 | 12.14 | ||||
| 2025-07-09 | 13F | 渠道财富有限公司 | 16,730 | 1,797 | ||||||
| 2025-08-22 | NP | 基石总回报基金公司 | 30,536 | 50.16 | 3,280 | 59.87 | ||||
| 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 | 480,664 | 0.27 | 49,446 | 0.77 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 33 | 4 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 4,200 | 451 | |||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 6,327 | 4.35 | 680 | 11.13 | ||||
| 2025-07-18 | 13F | 德尔泰克资产管理有限公司 | 28,300 | 335.38 | 3,040 | 363.97 | ||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 32,401 | 11.47 | 3,333 | 12.03 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 4,200 | 451 | |||||
| 2025-08-25 | NP | MGFAX - 万通互助理财全球基金 A 类 | 16,566 | 26.85 | 1,779 | 35.08 | ||||
| 2025-08-05 | 13F | 韦克菲尔德资产管理有限责任公司 | 3,600 | 387 | ||||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 1,727 | 24.51 | 185 | 33.09 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 30,218 | 36.30 | 3,246 | 63.89 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 179,872 | 65.90 | 19,320 | 76.65 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 152,177 | 7.60 | 16,018 | 9.13 | ||||
| 2025-07-23 | 13F | Avantra 家庭财富有限公司 | 2,608 | 280 | ||||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 3,367 | 1.29 | 362 | 7.76 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 3,403 | 5.91 | 366 | 12.65 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 94,097 | 15.29 | 10,107 | 22.75 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 22,551 | 4.30 | 2,422 | 11.10 | ||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 673 | 41.09 | 53 | |||||
| 2025-08-26 | NP | EQ 顾问信任 - EQ/T。 Rowe Price 健康科学投资组合 IB 级 | 53,071 | 6.95 | 5,700 | 13.86 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 31,922 | 32.72 | 3,402 | 42.22 | ||||
| 2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 489,284 | 0.61 | 51,502 | 2.04 | ||||
| 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 | 8,188 | 1.79 | 862 | 3.24 | ||||
| 2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 8,060 | 1.27 | 866 | 7.86 | ||||
| 2025-06-30 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 12,432 | 1,279 | ||||||
| 2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 1,346 | 145 | ||||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 6,898 | 63.46 | 710 | 64.50 | ||||
| 2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 2,304 | 4.16 | 248 | 10.76 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 8,773 | 0.84 | 942 | 7.41 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML全球基金I类 | 38,122 | 276.81 | 4,095 | 301.37 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 51,316 | 36.93 | 6 | 66.67 | ||||
| 2025-07-31 | 13F | 转折点福利集团有限公司 | 3,821 | 5.96 | 410 | 24.24 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 2,161 | 232 | ||||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 1,192,916 | 2.11 | 128,131 | 8.72 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 129,436 | 21.92 | 13,903 | 29.80 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 1,815,344 | 37.53 | 194,986 | 46.43 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 1,496,541 | 129.69 | 160,743 | 144.56 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 80 | 9 | ||||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,843,193 | 59.47 | 197,111 | 72.26 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 273,534 | 13.44 | 29,380 | 20.79 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 128 | 13 | ||||||
| 2025-08-04 | 13F | 尖峰财富管理 | 19,128 | 79.94 | 2,054 | 91.60 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 1,211 | 0.83 | 125 | 1.64 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 223,400 | 81.18 | 23,799 | 94.25 | |||
| 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 | 1,207,900 | 2.73 | 124,257 | 3.24 | ||||
| 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 | 78 | 8 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 318 | 34 | ||||||
| 2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 2,545 | 273 | ||||||
| 2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 4,987 | 0.89 | 525 | 2.14 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 413,604 | 3.60 | 44,425 | 10.31 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 962,327 | 103,364 | ||||||
| 2025-06-23 | NP | 伊顿万斯税收优惠股息收入基金 | 313,777 | 27.03 | 32,278 | 27.66 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 3,725 | 10.40 | 400 | 17.65 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 20,026 | 3,053.70 | 2,151 | 3,259.38 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 58,594 | 14.09 | 6,168 | 15.70 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 7,413 | 796 | ||||||
| 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 | 27,876 | 7.39 | 2,994 | 14.36 | ||||
| 2025-08-08 | 13F | 费尔班克斯资本管理公司 | 25,693 | 6.68 | 2,760 | 13.59 | ||||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 3,021 | 138.25 | 311 | 140.31 | ||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 3,792 | 5.77 | 0 | |||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 996 | 107 | ||||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 13,450 | 0.16 | 1,416 | 1.58 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 6,778 | 17.33 | 728 | 25.09 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 48,781 | 161.31 | 5,264 | 179.80 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 541 | 11.55 | 58 | 20.83 | ||||
| 2025-07-31 | 13F | Fedenia 顾问有限公司 | 6,313 | 4.19 | 678 | 10.97 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 46,711 | 16.40 | 5,017 | 23.94 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 16,972 | 22.18 | 1,823 | 30.05 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 2,504,861 | 15.62 | 269 | 23.39 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 5,455 | 2.46 | 586 | 8.94 | ||||
| 2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 2,419 | 1.60 | 260 | 7.92 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 17,974 | 116.09 | 1,929 | 129.92 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 229,800 | 3.42 | 24,683 | 10.11 | |||
| 2025-08-14 | 13F | 瑞银集团 | 11,504,665 | 23.97 | 1,235,716 | 32.00 | ||||
| 2025-07-29 | NP | PFGEX - Parnassus 成长股票基金投资者股票 | 14,705 | 6.39 | 1,579 | 13.27 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 36,611 | 594.71 | 3,932 | 640.49 | ||||
| 2025-07-17 | 13F | G&S资本有限责任公司 | 25,381 | 1.82 | 2,726 | 8.43 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 125,468 | 20.55 | 13,207 | 22.26 | ||||
| 2025-06-27 | NP | AIM国际互惠基金（INVESCO INTERNATIONAL MUTUAL FUNDS）——景顺奥本海默全球基金C类 | 801,241 | 12.09 | 82,424 | 12.65 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 127,741 | 4.44 | 13,141 | 4.96 | ||||
| 2025-05-15 | NP | PSET - 主要价格制定者指数 ETF | 10,954 | 7.32 | 1,105 | 21.30 | ||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 24,454 | 2.00 | 2,627 | 8.60 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 16,370 | 5.89 | 1,758 | 12.76 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 40,128 | 5.26 | 4,310 | 12.09 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 8,866 | 7.96 | 952 | 14.98 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 34,723 | 3,730 | ||||||
| 2025-08-28 | NP | RAYD - 瑞联量化发达市场股票ETF | 3,353 | 360 | ||||||
| 2025-07-24 | NP | FGKFX - 富达成长公司K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 71,112 | 28.49 | 7,485 | 30.31 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 3,565 | 40.96 | 383 | 49.80 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 101,092 | 12.63 | 10,858 | 19.92 | ||||
| 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 | 2,731,829 | 0.64 | 287,552 | 2.07 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 219 | 23 | ||||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 51,489 | 3.66 | 5,530 | 10.38 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 72,281 | 2.26 | 7,764 | 8.88 | ||||
| 2025-08-08 | 13F | 综合财务规划有限公司/PA | 1,678 | 180 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 9,940 | 1,020 | ||||||
| 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 | 18,594,567 | 0.74 | 1,957,264 | 2.16 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,369 | 30.36 | 4,153 | 31.02 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 1,914 | 206 | ||||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 1,924,409 | 5.59 | 207 | 11.96 | ||||
| 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 | 144,220 | 2.33 | 15,491 | 8.95 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 12,712 | 1,338 | ||||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 3,118 | 8.41 | 335 | 15.17 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 8,403 | 6.37 | 903 | 13.32 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 392,601 | 2.73 | 42,169 | 9.38 | ||||
| 2025-08-14 | 13F | 苏维塔资本管理有限公司 | 353,561 | 34.90 | 37,976 | 43.63 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 17,535 | 120.96 | 1,883 | 135.38 | ||||
| 2025-08-14 | 13F | Artia全球合作伙伴有限责任公司 | 155,200 | 19.66 | 16,670 | 27.41 | ||||
| 2025-08-14 | 13F | Meridiem资本合伙公司 | 426,319 | 227.46 | 45,791 | 248.66 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 8,124 | 26.35 | 855 | 28.19 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 24,092 | 99.62 | 2,369 | 94.66 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 50,589 | 4.42 | 5,204 | 4.94 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 75,257 | 15.00 | 7,922 | 16.64 | ||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 2,184 | 4.65 | 235 | 11.43 | ||||
| 2025-08-04 | 13F | 联合银行 | 300,999 | 2.93 | 32 | 10.34 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 153,720 | 2.10 | 16,511 | 8.72 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 19,866 | 6.89 | 2,134 | 13.82 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 23,057 | 52.41 | 2,477 | 62.25 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 19,377 | 1.57 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 2,793 | 28.77 | 300 | 37.16 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 500 | 52 | ||||||
| 2025-07-29 | NP | IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND 投资者份额 | 15,391 | 1,620 | ||||||
| 2025-06-25 | NP | HUSV - First Trust Horizon 管理波动性国内 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,770 | 0.11 | 902 | 0.67 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 120,132 | 5.61 | 12,903 | 12.44 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 15,652 | 27.62 | 1,681 | 35.89 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 542 | 2.26 | 0 | |||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 4,178 | 16.09 | 449 | 23.42 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 29,500 | 3,169 | |||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 205,857 | 1.88 | 22,111 | 8.47 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 2,450,493 | 18.78 | 263,207 | 26.47 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 33,385 | 9.17 | 3,368 | 23.29 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 9,536 | 0.18 | 1,024 | 6.67 | ||||
| 2025-07-21 | 13F | 康士廉财富咨询有限责任公司 | 13,466 | 0.90 | 1,446 | 7.43 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 3,872 | 2.33 | 416 | 8.92 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 91 | 10 | ||||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 1,138 | 77.54 | 122 | 90.63 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 6,715 | 11.05 | 721 | 18.20 | ||||
| 2025-07-24 | NP | FAOFX - 富达顾问系列增长机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 90,501 | 28.92 | 9,526 | 30.74 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 11,200 | 1,203 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 58,205 | 3.91 | 6,432 | 15.98 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 6,632,760 | 5.95 | 712 | 12.84 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 40,748 | 5.96 | 4,377 | 12.81 | ||||
| 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 | 20,372 | 186.41 | 2,188 | 205.16 | ||||
| 2025-07-14 | 13F | CRA 金融服务有限责任公司 | 3,769 | 7.96 | 405 | 14.77 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 180,075 | 222.78 | 19,342 | 243.72 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 165 | 6.49 | ||||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 129,051 | 7.08 | 13,780 | 14.71 | ||||
| 2025-08-08 | 13F | 地平线家族财富有限公司 | 3,742 | 0.13 | 402 | 6.65 | ||||
| 2025-07-23 | 13F | 霍尔资本管理公司 | 5,168 | 555 | ||||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 70 | 8 | ||||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 2,247 | 0.58 | 241 | 7.11 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大型核心价值基金 | 20,718 | 54.13 | 2,225 | 64.09 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 9,306 | 1,000 | ||||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 150,453 | 8.47 | 16,160 | 15.49 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 3,104 | 3.26 | 333 | 9.90 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 2,115,002 | 127.90 | 227,172 | 142.65 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 115 | 161.36 | 12 | 200.00 | ||||
| 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 | 3,265,411 | 0.70 | 335,913 | 1.20 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 10,199 | 158.01 | 1,095 | 175.13 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 7,392 | 794 | ||||||
| 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 | 8,748 | 26.14 | 940 | 34.33 | ||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 4,884 | 114.49 | 514 | 117.80 | ||||
| 2025-07-17 | 13F | 西方金融公司/CA | 17,597 | 116.39 | 1,890 | 130.49 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 939 | 30.60 | 101 | 38.89 | ||||
| 2025-06-26 | NP | USAUX - 积极增长基金股票 | 244,172 | 25,118 | ||||||
| 2025-07-24 | 13F | IFP 顾问公司 | 21,988 | 31.86 | 2,372 | 41.02 | ||||
| 2025-07-21 | 13F | 范德比尔特大学 | 13,780 | 1,480 | ||||||
| 2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 55,499 | 5.20 | 5,961 | 12.01 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 5,312 | 3.09 | 571 | 9.83 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation 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 | 9,777 | 24.04 | 1,050 | 32.08 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 2,421 | 2.67 | 260 | 9.70 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 3,242 | 5.60 | 348 | 12.62 | ||||
| 2025-07-25 | NP | LCCAX - 哥伦比亚逆向核心基金 A 类 | 1,807,931 | 91.42 | 190,303 | 94.13 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 150,524 | 8.37 | 16,168 | 15.37 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 398 | 43 | ||||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 108,078 | 246.40 | 11,609 | 268.86 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 16,386 | 9.13 | 1,760 | 16.25 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 88,100 | 23.04 | 9,463 | 31.00 | |||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 4,229 | 5.44 | 435 | 6.10 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 57,600 | 19.25 | 6,187 | 26.97 | |||
| 2025-08-14 | 13F | 货币概念资本公司 | 13,360 | 14.33 | 1,435 | 21.73 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 1,841,216 | 32.45 | 197,765 | 41.03 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 18,719 | 0.39 | 2,011 | 6.86 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 7,970 | 30.14 | 839 | 31.97 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 71,745 | 4.45 | 7,706 | 11.21 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 2,575 | 12.10 | 277 | 19.48 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 2,267 | 43.48 | 243 | 52.83 | ||||
| 2025-07-25 | 13F | 投资咨询集团有限责任公司 | 2,300 | 0.09 | 247 | 6.93 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 3,298 | 354 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 152,267 | 23.14 | 16,355 | 31.10 | ||||
| 2025-06-26 | NP | FFLG - 富达增长机会 ETF | 80,009 | 9.05 | 8,231 | 9.60 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 5,912 | 5.76 | 635 | 12.79 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 133,424 | 6.37 | 14 | 16.67 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 7,400 | 7.25 | 795 | 14.08 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 30,507 | 19.29 | 3,277 | 43.43 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 3,489 | 1.93 | 375 | 8.41 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 5,904 | 9.74 | 634 | 16.97 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 177,124 | 51.92 | 18,221 | 52.67 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 4,826 | 141.66 | 518 | 157.71 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 7,000 | 752 | |||||
| 2025-06-26 | NP | OWACX - 老韦斯特伯里全资本核心基金 | 314,916 | 32,395 | ||||||
| 2025-08-14 | 13F | 维京全球投资有限责任公司 | 3,045,764 | 28.15 | 327,146 | 36.44 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -58 | -64.85 | -6 | -62.50 | |||
| 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 | 47,165 | 2.96 | 4,852 | 3.48 |
