机构和基金投资人持股 - 买家
在BWX 技术公司中开设新头寸的主要持有者包括 马萨诸塞州金融服务公司 /ma/, 阿利斯卡投资集团有限合伙人, APHMX - Artisan 中型基金机构股票, OTCAX - MFS 中型成长基金 A, Acap战略基金, 奥比斯艾伦格雷有限公司, 信托基金, 恩康帕斯资本顾问有限责任公司, FGSAX - 联邦 MDT 中型成长基金 A 类股票, WOFDX - 富国银行机会基金管理员课程, 优势顾问 Xanthus 基金有限责任公司, TRPWX - TIAA-CREF 机构级中型成长基金, SCSAX - 富国银行 A 类普通股基金, USAAX - 成长基金股票, USAUX - 积极增长基金股票, Ananym 资本管理有限公司, 波伦资本管理有限公司, 基克赫弗集团有限公司, 国会资产管理公司/马, 和 CZMVX - 多经理价值策略基金机构类 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
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| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 13F | 正义投资有限责任公司 | 8,909 | 12.33 | 1,283 | 64.07 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 22,000 | 0.46 | 3,169 | 46.71 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Invesco 小型股成长投资组合 A 类 | 51,706 | 7,449 | ||||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 5,544 | 131.87 | 799 | 239.57 | ||||
| 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 | 32,049 | 9.51 | 3,497 | 5.84 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 小盘成长投资组合 A 类 | 16,712 | 19.33 | 2,408 | 74.29 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 259,584 | 0.63 | 37,396 | 46.96 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 225 | 1.35 | 0 | |||||
| 2025-07-29 | 13F | 奥布里资本管理有限公司 | 6,080 | 3.05 | 872 | 48.89 | ||||
| 2025-08-14 | 13F | 切斯卡普经理有限责任公司 | 290,059 | 1.75 | 41,786 | 48.59 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -56 | -8 | |||||
| 2025-08-29 | NP | LSMIX - Loomis Sayles 中小盘成长基金机构类别 | 32,328 | 1.09 | 4,657 | 47.65 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 1,695 | 244 | ||||||
| 2025-08-14 | 13F | 范埃克联合公司 | 780,791 | 38.79 | 112 | 103.64 | ||||
| 2025-06-26 | NP | PQCCX - PGIM QMA 中型核心股票基金 R6 级 | 410 | 15.49 | 45 | 10.00 | ||||
| 2025-08-07 | 13F | 商业银行 | 2,382 | 2.98 | 343 | 50.44 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 38,564 | 5,556 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,538 | 1.38 | 222 | 48.32 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 694 | 9.81 | 0 | |||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 13,661 | 0.51 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,592,380 | 139.00 | 229,398 | 249.02 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 493 | 48.49 | 71 | 121.88 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 539,864 | 16.70 | 77,773 | 70.42 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 2,394 | 16.55 | 345 | 70.30 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 32,200 | 190.09 | 4,639 | 323.56 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 52,800 | 182.35 | 7,606 | 312.47 | |||
| 2025-07-14 | 13F | 基克赫弗集团有限公司 | 35,730 | 5,147 | ||||||
| 2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 1,625 | 234 | ||||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 2,386 | 344 | ||||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 176 | 17 | ||||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 70 | 250.00 | 10 | 350.00 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 6,505 | 49.68 | 937 | 118.93 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,325 | 3.38 | 254 | 0.00 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 12,410 | 54.24 | 1,354 | 49.12 | ||||
| 2025-08-07 | 13F | 未来基金有限责任公司 | 10,887 | 1,568 | ||||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 10,435 | 2 | ||||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 1,729 | 14,308.33 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 翡翠共同基金顾问信托 | 504 | 73 | ||||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 209,371 | 40.63 | 30,162 | 105.37 | ||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 1,500 | 216 | ||||||
| 2025-06-26 | NP | DFSTX - 美国小型股投资组合 - 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 | 238,499 | 35.29 | 26,025 | 30.73 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 30 | 20.00 | 4 | 100.00 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 6,900 | 994 | |||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 281 | 195.79 | 40 | 344.44 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 1,485 | 214 | ||||||
| 2025-08-13 | 13F | 鲁贝资本有限责任公司 | 22,581 | 3,253 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 4,152 | 8.07 | 598 | 57.78 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 422,700 | 437.10 | 60,894 | 684.41 | |||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 539 | 0 | ||||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 30,963 | 3,889 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 126,016 | 66.56 | 18,154 | 143.24 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 4 | 1 | ||||||
| 2025-06-26 | NP | SMDVX - 哈特福德施罗德美国中型股机会基金 A 级 | 175,343 | 15.05 | 19,133 | 11.17 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -1,155 | -92.07 | -166 | -88.45 | |||
| 2025-06-23 | NP | MGPIX - 中型成长型深度基金投资者类别 | 324 | 47.27 | 35 | 45.83 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 875 | 23.24 | 126 | 80.00 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 1,433 | 206 | ||||||
| 2025-07-08 | 13F | 信托基金 | 281,000 | 40,481 | ||||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 1,255 | 0 | ||||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 43,777 | 35.34 | 6,307 | 97.68 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 854 | 123 | ||||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 22,981 | 5.66 | 2,886 | 27.64 | ||||
| 2025-08-29 | NP | STXM-Strive 中型股 ETF | 463 | 11.03 | 67 | 60.98 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 16,393 | 2,362 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 19,492 | 2,808 | ||||||
| 2025-06-26 | NP | FZIPX - 富达零扩展市场指数基金 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 | 27,254 | 1.99 | 2,974 | -1.46 | ||||
| 2025-08-14 | 13F | 克拉夫资本合伙公司 | 28,898 | 125.77 | 4 | -99.68 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 2,703 | 6.42 | 0 | |||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 1,639 | 236 | ||||||
| 2025-07-23 | NP | CFSLX - 专栏小型股基金 | 10,985 | 24.55 | 1,380 | 50.38 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 509 | 10.89 | 73 | 58.70 | ||||
| 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 | 132,123 | 9.21 | 16,595 | 31.93 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 251,980 | 4.07 | 27,496 | 0.56 | ||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 33,320 | 6.33 | 4,800 | 55.29 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 2,368 | 340 | ||||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 65,423 | 0.66 | 9,425 | 47.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 139,900 | 264.32 | 20,154 | 432.02 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 3,098 | 11.32 | 446 | 62.77 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 21,134 | 68.21 | 3,045 | 145.68 | ||||
| 2025-06-23 | NP | PJARX - 小盘价值基金 II R-3 | 82,705 | 13.47 | 9,025 | 9.63 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 39,700 | 93.66 | 5,719 | 182.84 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 341,600 | 140.90 | 49,211 | 251.80 | |||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 70 | 13 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 2,945,560 | 1.98 | 424,337 | 48.92 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 中型成长基金 3 级 | 77,231 | 34.31 | 11,126 | 96.14 | ||||
| 2025-08-13 | 13F | 波特兰投资顾问公司 | 7,000 | 7.69 | 1,002 | 56.32 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 3,532 | 14.75 | 509 | 67.66 | ||||
| 2025-07-30 | NP | SHLD - Global X 国防科技 ETF | 583,217 | 120.32 | 73,252 | 166.16 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 21 | 3 | ||||||
| 2025-06-26 | NP | USAUX - 积极增长基金股票 | 53,193 | 5,804 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -209 | -30 | |||||
| 2025-08-26 | NP | MADE - iShares 美国制造业 ETF | 281 | 27.73 | 40 | 90.48 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 1,585 | 228 | ||||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 755 | 35.06 | 109 | 96.36 | ||||
| 2025-07-31 | 13F | 达顿财富集团公司 | 1,510 | 218 | ||||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 146,410 | 1.83 | 21,092 | 48.71 | ||||
| 2025-08-20 | NP | WSMNX - William Blair 中小型成长基金 N 类 | 166,149 | 23,935 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 中型成长投资组合 A 类 | 88,800 | 3.02 | 12,793 | 50.44 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 7,452 | 1.98 | 1,074 | 49.03 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 106,946 | 256.62 | 13,432 | 330.93 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 175 | 250.00 | 25 | 525.00 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 459,663 | 189.94 | 66,219 | 323.42 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 3,744 | 18.78 | 539 | 73.87 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 60,311 | 26.62 | 8,688 | 84.93 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 99,100 | 16.45 | 14,276 | 70.05 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 74,500 | 40.04 | 10,732 | 104.50 | |||
| 2025-07-29 | 13F | Eos管理有限合伙人 | 20,250 | 2,917 | ||||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 145 | 2.84 | 21 | 53.85 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 18,481 | 6.25 | 2,662 | 55.22 | ||||
| 2025-08-14 | 13F | 石润资本有限公司 | 1,428 | 206 | ||||||
| 2025-08-15 | NP | SPWAX - 美国灯塔斯蒂芬斯小型股成长基金 A 类 | 30,486 | 20.27 | 4,392 | 75.64 | ||||
| 2025-07-30 | 13F | 方舟投资管理有限公司 | 641,049 | 426.47 | 92,350 | 668.81 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 307 | 7.34 | 44 | 57.14 | ||||
| 2025-08-13 | 13F | Flow Traders 美国有限公司 | 2,806 | 0 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 42,615 | 2.16 | 6 | 50.00 | ||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 4,592 | 662 | ||||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 158 | 17 | ||||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 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 | 3,724 | 406 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 23,473 | 7.38 | 3,382 | 56.82 | ||||
| 2025-03-28 | NP | XMMO - Invesco S&P MidCap 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 | 457,783 | 73.45 | 51,697 | 60.89 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 900,449 | 15.60 | 129,719 | 68.81 | ||||
| 2025-08-27 | NP | BRGIX - Bridges 投资基金 | 8,750 | 118.75 | 1,261 | 219.80 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 4 | 100.00 | 1 | |||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 3,600 | 519 | |||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 460 | 17.95 | 66 | 73.68 | ||||
| 2025-07-24 | 13F | 鲍德温兄弟公司/马 | 2,850 | 411 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 5,940 | 169.51 | 856 | 294.01 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 25,700 | 0.39 | 3,702 | 46.61 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 2,862 | 5.38 | 412 | 54.31 | ||||
| 2025-07-25 | NP | CBSAX - 哥伦比亚中盘成长基金 A 类 | 286,212 | 260.76 | 35,948 | 246.32 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 531,623 | 26.08 | 76,586 | 84.13 | ||||
| 2025-05-27 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 80 | 63.27 | 8 | 40.00 | ||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 3,993 | 11.13 | 502 | 34.32 | ||||
| 2025-06-24 | NP | FMDCX - 联合中型股指数基金服务股票 | 8,659 | 0.01 | 945 | -3.38 | ||||
| 2025-08-14 | 13F | 奥比斯艾伦格雷有限公司 | 295,045 | 42,504 | ||||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 5 | 66.67 | 1 | |||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 1,657 | 239 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 1,459 | 210 | ||||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 3,381 | 487 | ||||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 5,281 | 761 | ||||||
| 2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 189,736 | 20,704 | ||||||
| 2025-08-13 | 13F | SCP投资有限合伙人 | 1,800 | 259 | ||||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 4,563,231 | 1.32 | 657 | 47.97 | ||||
| 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 | 6,789 | 2.35 | 853 | 23.66 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 2,989 | 28.45 | 431 | 87.77 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 40,778 | 5,874 | ||||||
| 2025-07-28 | NP | VCULX - 成长基金 | 273 | 34 | ||||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 3,480 | 501 | ||||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 37,310 | 1.43 | 5,375 | 48.13 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 40,768 | 3.32 | 4,449 | -0.16 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 1,445 | 208 | ||||||
| 2025-08-12 | 13F | EAM 投资者有限责任公司 | 31,720 | 4,570 | ||||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 53,651 | 16.16 | 7,729 | 69.64 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 26,772 | 4.09 | 2,921 | 0.59 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 10,318,448 | 7.77 | 1,486,476 | 57.38 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 47,700 | 51.91 | 6,872 | 121.86 | |||
| 2025-07-28 | 13F | 双树管理有限公司 | 34,051 | 4,905 | ||||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 1,613 | 232 | ||||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 463,919 | 403.32 | 66,832 | 635.06 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 200 | 29 | ||||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 1,756 | 253 | ||||||
| 2025-07-25 | NP | OTCAX - MFS 中型成长基金 A | 302,360 | 37,976 | ||||||
| 2025-06-25 | NP | WWMCX - WESTWOOD 优质中型基金机构股 | 299 | 16.80 | 33 | 14.29 | ||||
| 2025-08-08 | 13F | 创意策划 | 11,315 | 49.73 | 1,630 | 118.79 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 74,661 | 6.08 | 10,756 | 54.90 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,581 | 26.15 | 282 | 21.65 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 291,049 | 1,948.63 | 41,929 | 2,892.72 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 72,523 | 1.91 | 10,448 | 48.82 | ||||
| 2025-06-25 | NP | MSSCX - AMG Frontier 小盘成长基金 I 类 | 194 | 17.58 | 21 | 16.67 | ||||
| 2025-06-30 | NP | SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF | 2,100 | 229 | ||||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,246 | 27.79 | 136 | 22.73 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 55 | 8 | ||||||
| 2025-06-26 | NP | TRPWX - TIAA-CREF 机构级中型成长基金 | 74,390 | 8,117 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 5,159 | 25.95 | 743 | 83.91 | ||||
| 2025-07-15 | 13F | 永久资本管理有限公司 | 6,375 | 918 | ||||||
| 2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 3,093 | 2.28 | 446 | 49.33 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,000 | 18.48 | 377 | 42.97 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 3,374 | 297.88 | 0 | |||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 288,401 | 1.98 | 41,547 | 48.92 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 5,880 | 1.19 | 847 | 47.82 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 1,083 | 55.83 | 118 | 51.28 | ||||
| 2025-08-25 | NP | MVALX - MERIDIAN CONTRARIAN FUND 传统类 | 134,223 | 12.58 | 19,336 | 64.41 | ||||
| 2025-06-27 | NP | THMEX - CCT 主题股票基金机构股 | 4,748 | 518 | ||||||
| 2025-08-13 | 13F | Alerus 金融纳 | 1,000 | 144 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 646 | 93 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 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 | 73,574 | 12.64 | 8,028 | 8.84 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 17,500 | 2,521 | |||||
| 2025-08-22 | NP | 可变保险产品基金 II - 扩展市场指数投资组合初始类别 | 4,818 | 7.02 | 694 | 56.31 | ||||
| 2025-07-25 | NP | FWD - AB 颠覆者 ETF | 28,141 | 22.49 | 3,535 | 47.99 | ||||
| 2025-08-15 | 13F | 尤因莫里斯公司投资伙伴有限公司 | 6,900 | 994 | ||||||
| 2025-06-30 | NP | DADGX - Dunham 小盘成长基金 A 类 | 9,625 | 27.16 | 1,050 | 22.95 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 23,800 | 18.41 | 3 | 200.00 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 318 | 4.26 | 46 | 50.00 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -44,008 | 84.03 | -6,340 | 168.72 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 944,014 | 14.69 | 135,995 | 67.48 | ||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 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 | 12,116 | 47.54 | 1,745 | 115.43 | ||||
| 2025-08-14 | 13F | 哈维合伙人有限责任公司 | 335,500 | 1.98 | 48,332 | 48.92 | ||||
| 2025-03-27 | NP | PTMC - Pacer Trendpilot 美国中盘 ETF | 13,475 | 0.22 | 1,522 | 13.76 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 1,400 | 202 | ||||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 50 | 7 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 75,700 | 33.04 | 11 | 100.00 | |||
| 2025-08-08 | 13F | L & S 顾问公司 | 28,897 | 3.88 | 4,163 | 51.68 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 62,900 | 95.34 | 9 | 200.00 | |||
| 2025-08-28 | NP | SPMD - SPDR(R) 投资组合中型 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 | 412,902 | 2.03 | 59,483 | 48.99 | ||||
| 2025-08-15 | 13F | 杜肯家族办公室有限责任公司 | 76,475 | 11 | ||||||
| 2025-08-11 | 13F | 交响金融有限公司 | 15,036 | 2,164 | ||||||
| 2025-08-15 | 13F | Binnacle投资公司 | 215 | 3.37 | 31 | 50.00 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 26,231 | 4.53 | 3,779 | 52.65 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -14,381 | 53.61 | -1,569 | 48.44 | |||
| 2025-08-27 | NP | APHMX - Artisan 中型基金机构股票 | 323,079 | 46,543 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 3,245 | 11.51 | 408 | 34.77 | ||||
| 2025-08-28 | NP | RGRYX - Victory RS成长基金Y类 | 18,350 | 2,644 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 29 | 3 | ||||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 4,144 | 83.93 | 597 | 168.47 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 16 | 2 | ||||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 1,386 | 200 | ||||||
| 2025-08-14 | 13F | 前沿资本管理有限公司 | 293,255 | 10.16 | 42,246 | 60.87 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 19,280 | 1.50 | 2,104 | -1.96 | ||||
| 2025-07-29 | NP | MMSC - First Trust 多经理小盘股机会 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 | 997 | 23.24 | 125 | 48.81 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 3,994 | 3.07 | 436 | -0.46 | ||||
| 2025-08-26 | NP | WOFDX - 富国银行机会基金管理员课程 | 164,065 | 23,635 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 535 | 9.63 | 77 | 60.42 | ||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,877 | 1.99 | 2,387 | -1.45 | ||||
| 2025-08-13 | 13F | 费城信托公司 | 181,216 | 0.88 | 26 | 52.94 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,161 | 16.20 | 1,654 | 12.29 | ||||
| 2025-08-11 | 13F | 花旗集团 | 259,106 | 30.40 | 37,327 | 90.43 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 5,278 | 18.26 | 760 | 72.73 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 5,783 | 74.61 | 796 | 143.87 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 6,727 | 0.34 | 969 | 46.60 | ||||
| 2025-08-07 | 13F | 雅绅特资本管理有限公司 | 30 | 4 | ||||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 4,244 | 25.52 | 611 | 83.48 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 27,794 | 14.60 | 4 | 100.00 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 1,309,918 | 2.26 | 188,707 | 49.33 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 274,611 | 38,547 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 16,451 | 26.16 | 2,370 | 84.21 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 158,746 | 810.45 | 22,869 | 1,229.59 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 1,938 | 17.60 | 243 | 42.11 | ||||
| 2025-06-23 | NP | PPNMX - 小型股成长基金 I R-3 | 18,282 | 1,995 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 1,600 | 230 | |||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 123,525 | 11.01 | 17,795 | 62.10 | ||||
| 2025-08-01 | 13F | 佩特拉金融顾问公司 | 4,076 | 1.42 | 587 | 48.23 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 1,039,200 | 0.09 | 150 | 46.08 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 4,049 | 3.95 | 583 | 51.82 | ||||
| 2025-08-13 | 13F | 安全港信托有限责任公司 | 80 | 12 | ||||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 7,176 | 1,034 | ||||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 3,110 | 211.00 | 448 | 314.81 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 26,672 | 1.69 | 3,842 | 48.51 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 4,230 | 4.29 | 609 | 52.25 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 7,030 | 669.99 | 1,013 | 1,024.44 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 4,953 | 714 | ||||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 1,259 | 181 | ||||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 18 | 3 | ||||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 37,980 | 3.02 | 4,144 | -0.46 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 54 | 8 | ||||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | Short | -14,290 | 1,199.09 | -2,059 | 1,805.56 | |||
| 2025-07-31 | 13F | 奥本海默公司 | 8,811 | 1,269 | ||||||
| 2025-08-29 | 13F | 半人马座金融公司 | 2,267 | 19.69 | 0 | |||||
| 2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 8,062 | 1,161 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 218,365 | 54.13 | 31,458 | 125.08 | ||||
| 2025-08-26 | NP | JMEE - 摩根大通市场扩张增强型股票 ETF | 38,476 | 3.42 | 5,543 | 51.01 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,071 | 29.60 | 298 | 89.81 | ||||
| 2025-08-29 | NP | VELA 基金 - VELA 收入机会基金 A 类 | 3,191 | 460 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 29,500 | 4,250 | |||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 430,053 | 21.24 | 61,952 | 76.05 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 2 级机会基金 | 15,717 | 2,264 | ||||||
| 2025-06-26 | NP | AASMX - Thrivent 小盘股票基金 A 类 | 284,040 | 0.15 | 30,994 | -3.23 | ||||
| 2025-08-14 | 13F | 阿德斯利咨询合作伙伴有限公司 | 85,000 | 12,245 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 14,822 | 670.37 | 2,135 | 1,029.63 | ||||
| 2025-07-28 | NP | AVMV - Avantis 美国中盘价值 ETF | 7,993 | 40.35 | 1,004 | 69.43 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 39,900 | 827.91 | 5,748 | 1,255.42 | |||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 29,800 | 42.58 | 4,293 | 108.25 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 9,500 | 31.94 | 1,369 | 92.68 | |||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 32,909 | 6,365.42 | 4,741 | 9,380.00 | ||||
| 2025-08-21 | NP | MXMGX - Great-West T. Rowe Price 中型成长基金投资者类别 | 148,900 | 6.51 | 21,451 | 55.54 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 22,291 | 18.82 | 3,211 | 73.57 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 1,775 | 256 | ||||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 2,191 | 0.97 | 316 | 47.20 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 390 | 60.49 | 56 | 143.48 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 2,066 | 298 | ||||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 发展增长投资组合 VC 级 | 2,105 | 303 | ||||||
| 2025-05-29 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 7,744 | 70.24 | 764 | 54.45 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 1,507 | 217 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 458,317 | 9.12 | 66,024 | 59.35 | ||||
| 2025-07-24 | 13F | CWM 顾问有限责任公司 | 25,704 | 17.37 | 3,703 | 71.39 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 64,524 | 16.41 | 7,041 | 12.48 | ||||
| 2025-07-21 | 13F | 协同财务管理有限责任公司 | 3,903 | 30.10 | 562 | 90.51 | ||||
| 2025-06-27 | NP | TMAT - 主要主题创新ETF | 7,227 | 1.40 | 789 | -1.99 | ||||
| 2025-08-15 | NP | ADNIX - 美国灯塔ARK转型创新基金机构级 | 12,766 | 1,839 | ||||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 3,000 | 432 | ||||||
| 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 | 169,531 | 0.74 | 21,293 | 21.70 | ||||
| 2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 6,332 | 145.24 | 912 | 259.06 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 5,958 | 33.74 | 858 | 95.44 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 256,969 | 19.86 | 37,018 | 75.03 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 8,141 | 35.23 | 1,173 | 97.64 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 372,549 | 11.99 | 53,670 | 63.55 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 317,768 | 3.12 | 45,778 | 50.59 | ||||
| 2025-08-26 | NP | SCDV - Bahl & Gaynor 小型股股息 ETF | 31,686 | 5.12 | 4,565 | 53.51 | ||||
| 2025-04-28 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 8,048 | 4.56 | 837 | -16.98 | ||||
| 2025-08-28 | NP | SAMM - Strategas 宏观动量 ETF | 3,228 | 465 | ||||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 14,724 | 6.51 | 1,849 | 28.67 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-03-25 | NP | CTOGX - Calamos Timpani SMID 成长基金 R6 级 | 2,024 | 229 | ||||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | 39,846 | 5,740 | ||||||
| 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 | 2,026 | 6.58 | 292 | 55.61 | ||||
| 2025-08-26 | NP | QLMSIX - ClearBridge 可变小盘增长投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,800 | 11.40 | 7,462 | 62.68 | ||||
| 2025-08-29 | NP | JAMVX - Janus Henderson 中型价值投资组合服务股票 | 17,302 | 37.15 | 2,493 | 100.32 | ||||
| 2025-08-22 | NP | FSRRX - 富达战略实际回报基金 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 | 267 | 38 | ||||||
| 2025-07-25 | NP | NTIAX - 哥伦比亚中盘指数基金 A 类 | 77,923 | 0.80 | 9,787 | 21.77 | ||||
| 2025-06-26 | NP | SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF | 9,639 | 2.85 | 1,052 | -0.66 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 30,332 | 43.42 | 4,370 | 109.44 | ||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 331 | 0.30 | 48 | 46.88 | ||||
| 2025-08-27 | NP | FFOX - FundX 未来基金机会 ETF | 7,899 | 1,138 | ||||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 1,551 | 223 | ||||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 1,003,607 | 28.18 | 144,580 | 87.18 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 119 | 395.83 | 17 | 750.00 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 1,105 | 9.95 | 159 | 60.61 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 1,517,356 | 523.24 | 218,590 | 810.15 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 3 | 0 | ||||||
| 2025-03-25 | NP | CVGRX - Calamos 成长基金 A 类 | 8,566 | 136.63 | 967 | 260.82 | ||||
| 2025-08-28 | NP | SBQAX - AmericaFirst 大盘股回购基金 A 类 | 160 | 23 | ||||||
| 2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 21,134 | 73.43 | 3,045 | 153.24 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 1,620 | 0 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 609 | 158.05 | 60 | 130.77 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 287,749 | 296.11 | 41,453 | 478.47 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级 | 8,364 | 2.94 | 1,205 | 50.31 | ||||
| 2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 6,152 | 202 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 87,495 | 9,547 | ||||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -81 | 32.79 | ||||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋精选中型股增长 VCT 投资组合 I 类 | 3,980 | 573 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 3,156 | 54.33 | 455 | 125.87 | ||||
| 2025-08-14 | 13F | 恩康帕斯资本顾问有限责任公司 | 250,000 | 36,015 | ||||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 中小盘核心 VIP 基金 | 23,502 | 3,386 | ||||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 1,411,174 | 0.26 | 203,294 | 46.41 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 1,739,896 | 0.03 | 250,709 | 46.06 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 7,547 | 0.35 | 1,087 | 46.69 | ||||
| 2025-08-07 | 13F | 大卫·R·拉恩联合公司 | 1,711 | 246 | ||||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,639 | 0.49 | 206 | 21.30 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 中型成长系列初始类别 | 16,482 | 2,374 | ||||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 3,053 | 53.19 | 440 | 123.98 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 25,271 | 11.35 | 3,641 | 62.65 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 5,377 | 21.10 | 775 | 76.71 | ||||
| 2025-08-14 | 13F | 选择股权集团，有限合伙人 | 478,290 | 68,902 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 13,947 | 6.35 | 1,752 | 28.47 | ||||
| 2025-06-11 | NP | KTCIX - DWS科技基金机构班 | 175,685 | 25.02 | 19,171 | 20.79 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 2,203 | 317 | ||||||
| 2025-08-26 | NP | QAMWEX - T. Rowe 定价中型成长投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,100 | 5.64 | 6,209 | 54.27 | ||||
| 2025-07-30 | 13F | 斯蒂芬斯投资管理集团有限责任公司 | 587,373 | 12.15 | 84,617 | 63.78 | ||||
| 2025-07-30 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 1,450 | 209 | ||||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 76 | 7.04 | 11 | 42.86 | ||||
| 2025-08-12 | 13F | 埃塞克斯投资管理有限公司 | 28,128 | 30.67 | 4,052 | 90.86 | ||||
| 2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 246,027 | 150.05 | 35,443 | 265.16 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 707,602 | 7.93 | 101,937 | 57.61 | ||||
| 2025-08-13 | 13F | NKCFO有限公司 | 540 | 0 | ||||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 919,741 | 132,498 | ||||||
| 2025-08-26 | NP | IPMIX - Voya 指数 Plus 中型股投资组合 I 类 | 2,628 | 379 | ||||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 1,103 | 120 | ||||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 2,555 | 8.54 | 368 | 58.62 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 3,494 | 54.94 | 503 | 126.58 | ||||
| 2025-08-14 | 13F | 阿尔肯资本管理有限公司 | 600,048 | 86,443 | ||||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 6,807 | 14.92 | 981 | 67.81 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 4,714 | 35.62 | 514 | 31.12 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 2,208 | 13.93 | 246 | 28.27 | ||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 884,188 | 16.90 | 96,483 | 12.95 | ||||
| 2025-08-20 | NP | WBCIX - William Blair 中小盘核心基金 I 类 | 11,894 | 1,713 | ||||||
| 2025-06-23 | NP | MDPIX - 中型深度投资者类别 | 335 | 23.62 | 37 | 20.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 | 15,425 | 6.16 | 1,683 | 2.62 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 1,475 | 212 | ||||||
| 2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 18,989 | 11.77 | 2,072 | 8.03 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 33,691 | 4,854 | ||||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 中期增长系列 | 13,089 | 3.76 | 1,886 | 51.53 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 20,399 | 0.32 | 2,939 | 46.53 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 3,230 | 465 | ||||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 39,500 | 163.33 | 5,690 | 284.72 | |||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 23,275 | 3,353 | ||||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 13,207 | 1,903 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 5,843 | 3.20 | 842 | 50.72 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 25,600 | 64.10 | 3,666 | 136.91 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 99,600 | 96.06 | 14,262 | 183.01 | |||
| 2025-08-14 | 13F | 希尔顿资本管理有限责任公司 | 24,359 | 0.04 | 3,509 | 46.09 | ||||
| 2025-08-07 | 13F | 弗里蒙特管理公司 | 13,900 | 29.91 | 2,002 | 89.76 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 18,740 | 0.54 | 2,700 | 46.84 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 1,909 | 275 | ||||||
| 2025-06-27 | NP | VCLN - Virtus Duff & Phelps 清洁能源 ETF | 761 | 83 | ||||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 21,280 | 2.86 | 2,322 | -0.60 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 1,511 | 2.93 | 218 | 50.69 | ||||
| 2025-08-26 | NP | Profunds - Profunds 中型成长股副总裁 | 834 | 8.59 | 120 | 60.00 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 24,361 | 77.70 | 3,441 | 154.25 | ||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 1,733 | 250 | ||||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 16,967 | 52.09 | 2 | 100.00 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 1,743 | 251 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类 | 21,511 | 0.33 | 3,099 | 46.48 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 486 | 8.72 | 70 | 59.09 | ||||
| 2025-07-24 | NP | FSDIX - 富达战略股息和收益基金 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 | 6,316 | 793 | ||||||
| 2025-06-26 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 5,076 | 96.21 | 554 | 89.38 | ||||
| 2025-06-23 | NP | PPQMX-中型股成长基金 III R-3 | 17,541 | 34.88 | 1,914 | 30.38 | ||||
| 2025-08-13 | 13F | 波伦资本管理有限公司 | 41,037 | 5,912 | ||||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 16,461 | 2,371 | ||||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 1,709 | 0 | ||||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 156 | 22 | ||||||
| 2025-08-14 | 13F | 货币管理集团公司 | 2,400 | 4.35 | 346 | 52.65 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,522 | 14.61 | 219 | 67.18 | ||||
| 2025-07-29 | NP | SECAX - SIIT 小盘 II 基金 - A 类 | 8,985 | 16.30 | 1,129 | 40.47 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 2,104 | 2.58 | 303 | 50.00 | ||||
| 2025-08-13 | 13F | 第1832章 | 3,300 | 475 | ||||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 18,726 | 0.76 | 2,698 | 47.14 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 24,602 | 1.46 | 3,544 | 48.16 | ||||
| 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 | 51,999 | 0.09 | 6,531 | 20.92 | ||||
| 2025-06-24 | NP | FRSGX - 富兰克林中小型股成长基金 A 类 | 305,900 | 18.98 | 33,380 | 14.97 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 63,646 | 9.41 | 6,945 | 5.72 | ||||
| 2025-07-24 | NP | Tema ETF Trust - 电气化 ETF 主题 | 12,690 | 17.96 | 1,594 | 42.49 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 1,463 | 3.91 | 211 | 52.17 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 22,105 | 130.89 | 2,412 | 276.88 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 5,225 | 624.69 | 753 | 959.15 | ||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 508,822 | 0.45 | 73,301 | 46.68 | ||||
| 2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 8,034 | 4.61 | 1,157 | 52.84 | ||||
| 2025-06-26 | NP | CHCLX - AB DISCOVERY GROWTH FUND, INC. A 类 | 344,685 | 3.94 | 37,612 | 0.43 | ||||
| 2025-08-27 | NP | URAN - 主题铀与核 ETF | 1,243 | 9.42 | 179 | 59.82 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 10 | 1 | ||||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 515,951 | 74,328 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 24,840 | 19.83 | 2,711 | 15.81 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 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 | 308,338 | 7.22 | 33,646 | 3.61 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 1,674 | 241 | ||||||
| 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 | 17,174 | 1.96 | 2,474 | 48.95 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 17,289 | 4.38 | 2,491 | 52.39 | ||||
| 2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 25,830 | 5.53 | 2,819 | 1.95 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 3,746 | 540 | ||||||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 198 | 312.50 | 22 | 320.00 | ||||
| 2025-08-05 | 13F | 财务意识顾问公司 | 13,613 | 0.10 | 1,961 | 46.23 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,061 | 8.16 | 2,407 | 4.52 | ||||
| 2025-05-14 | 13F | 基利-提顿顾问有限责任公司 | 5,674 | 0.18 | 560 | -11.27 | ||||
| 2025-06-26 | NP | SMCO - 希尔顿中小型股机会 ETF | 18,721 | 54.74 | 2,043 | 49.49 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 中盘指数基金 I 类 | 38,082 | 1.26 | 5,486 | 47.87 | ||||
| 2025-07-08 | 13F | 多佛顾问有限公司 | 1,517 | 219 | ||||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 450,907 | 477.29 | 64,958 | 743.05 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 2,237 | 3.56 | 322 | 60.20 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 35,450 | 12.77 | 5,107 | 64.66 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 4,228 | 47.52 | 605 | 113.03 | ||||
| 2025-07-25 | 13F | 级联投资顾问公司 | 8,980 | 1,294 | ||||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 1,037 | 149 | ||||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 419 | 18.36 | 60 | 76.47 | ||||
| 2025-08-14 | 13F | 塞格拉资本管理有限公司 | 250,000 | 5.77 | 36,015 | 54.46 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 31,986 | 4,608 | ||||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 | 43,603 | 0.51 | 6,281 | 46.79 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 107,678 | 2.44 | 15,512 | 49.60 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 5,201 | 749 | ||||||
| 2025-08-14 | 13F | 多伦多道明银行 | 5,464 | 22.40 | 788 | 79.09 | ||||
| 2025-08-28 | NP | SLLAX - SIMT 小盘基金 F 类 | 9,159 | 2.06 | 1,319 | 49.04 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 6,925 | 8.53 | 998 | 58.51 | ||||
| 2025-08-28 | NP | ABRFX - AmericaFirst 每月风险规避风险基金 A 类 | 335 | 48 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a) | 373,300 | 4.01 | 53,778 | 51.89 | ||||
| 2025-06-25 | NP | WWSMX - Westwood Quality Smidcap 基金 Ultra 股票 | 17,355 | 0.81 | 1,894 | -2.62 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 92,035 | 13 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 61,716 | 1.76 | 8,891 | 48.61 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 2,927 | 2.52 | 422 | 49.82 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 3,954 | 1.85 | 431 | -1.60 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 19,558 | 4.10 | 2,818 | 52.02 | ||||
| 2025-07-28 | NP | NBMIX - Neuberger Berman 小盘成长基金投资者类别 | 21,623 | 2.34 | 2,716 | 23.63 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,683 | 242 | ||||||
| 2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 4,192 | 21.54 | 604 | 77.35 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -1,274 | -75.62 | -184 | -64.47 | |||
| 2025-08-12 | 13F | 阿达塔资本管理有限责任公司 | 11,770 | 13.88 | 1,696 | 66.34 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 12,603 | 9.41 | 1,375 | 5.77 | ||||
| 2025-08-07 | 13F | PFG顾问 | 34,133 | 25.73 | 4,917 | 83.61 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 2,159 | 1.70 | 271 | 23.18 | ||||
| 2025-08-29 | NP | JMIVX - Janus Henderson 中盘价值基金 L 级 | 304,120 | 24.63 | 43,812 | 82.01 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 1,638 | 236 | ||||||
| 2025-08-13 | 13F | 阿蒂卡资本管理有限责任公司 | 210,400 | 95.90 | 30,310 | 186.08 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 4,431 | 638 | ||||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 46,660 | 1.39 | 5,092 | -2.04 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 16,777 | 7.68 | 2,417 | 57.19 | ||||
| 2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | 6,924 | 997 | ||||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 2,590 | 373 | ||||||
| 2025-07-25 | 13F | 海明顿财富管理 | 75 | 27.12 | 0 | |||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 31,108 | 0.51 | 4,481 | 46.77 | ||||
| 2025-08-14 | 13F | Ananym 资本管理有限公司 | 50,403 | 7,261 | ||||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 150,547 | 67.01 | 16,428 | 61.38 | ||||
| 2025-08-13 | 13F | 麦高恩集团资产管理公司 | 129,400 | 1.61 | 18,641 | 48.39 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 123,743 | 0.30 | 17,826 | 46.46 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 6,488 | 64.67 | 935 | 140.72 | ||||
| 2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 40,913 | 0.91 | 5,139 | 21.90 | ||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 4,547 | 5.33 | 496 | 1.85 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 2,050 | 295 | ||||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 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 | 12,175 | 1,754 | ||||||
| 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 | 46,420 | 2.24 | 6,687 | 49.30 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 4,351 | 74.81 | 627 | 155.51 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 6,546 | 34.86 | 943 | 97.28 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 2,000 | 288 | |||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 1,403 | 202 | ||||||
| 2025-08-13 | 13F | 优势阿尔法资本合伙人有限合伙人 | 16,446 | 2,369 | ||||||
| 2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 41,690 | 33.77 | 5,236 | 61.60 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 39,930 | 4.28 | 5,752 | 52.29 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 471 | 672.13 | 59 | 883.33 | ||||
| 2025-07-25 | NP | SCHM - 嘉信美国中型 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 | 242,524 | 2.69 | 30,461 | 24.06 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -446 | -28.98 | -64 | 4.92 | |||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,367 | 18.62 | 2,214 | 73.16 | ||||
| 2025-07-29 | NP | RBB FUND, INC. - 阿达拉小型公司基金 | 18,625 | 26.08 | 2,339 | 52.38 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,903 | 1.50 | 521 | 66.99 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 32,181 | 3.48 | 4,636 | 51.08 | ||||
| 2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 1,530 | 220 | ||||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 33 | 3,200.00 | 5 | |||||
| 2025-08-14 | 13F | 贝克资本管理有限公司 | 20,223 | 2,913 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 1,009,145 | 13.08 | 145,378 | 65.13 | ||||
| 2025-08-29 | NP | JVSAX - Janus Henderson 中小盘价值基金 A 类 | 19,166 | 26.37 | 2,761 | 84.56 | ||||
| 2025-06-26 | NP | USAAX - 成长基金股票 | 55,004 | 6,002 | ||||||
| 2025-04-30 | 13F | 索福斯投资公司 | 22 | 2 | ||||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 69 | 35.29 | 10 | 80.00 | ||||
| 2025-07-23 | 13F | 独角鲸资本管理公司 | 42,936 | 126.09 | 6,185 | 230.22 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 2,672 | 34.27 | 0 | |||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 23,700 | 26.06 | 3,414 | 84.14 | ||||
| 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 | 41,755 | 1.37 | 4,556 | -2.04 | ||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 8,348 | 1,203 | ||||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 2,968 | 10.99 | 373 | 33.81 | ||||
| 2025-06-24 | NP | APSLX - MainStay Fiera SMID 成长基金 C 类 | 99,643 | 0.23 | 10,873 | -3.15 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 202 | 861.90 | 0 | |||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 57,221 | 18.59 | 8,243 | 73.17 | ||||
| 2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | Short | -34,045 | -3,715 | |||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 2,474 | 0.20 | 356 | 46.50 | ||||
| 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 | 24,637 | 2.59 | 2,688 | -0.88 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 43,200 | 120.41 | 6,223 | 221.93 | |||
| 2025-08-14 | 13F | SummitTX Capital，LP | 4,700 | 677 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 15,785 | 15.90 | 1,722 | 11.96 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 1,565 | 30.42 | 171 | 25.93 | ||||
| 2025-08-27 | NP | GTSAX - INVESCO 小盘成长基金 A 类 | 108,411 | 15,618 | ||||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 1,031 | 12.68 | 149 | 64.44 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 1,498 | 216 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 51,500 | 275.91 | 7,419 | 449.15 | |||
| 2025-07-29 | NP | IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 股票 | 136,006 | 5.90 | 17,082 | 27.94 | ||||
| 2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | 86,016 | 12,391 | ||||||
| 2025-07-15 | 13F | 科维亚金融 | 172,256 | 59.07 | 24,815 | 132.28 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 小型公司成长投资组合 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 | 35,880 | 5.19 | 5,169 | 53.58 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 14,916 | 0.38 | 2,149 | 46.62 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 813 | 39.45 | 89 | 35.38 | ||||
| 2025-07-24 | NP | FSMAX - 富达扩展市场指数基金 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 | 498,556 | 0.31 | 62,619 | 21.18 | ||||
| 2025-08-12 | 13F | 主要管理 ETF Advisors, LLC | 7,327 | 1.67 | 1 | |||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 4,799 | 1.14 | 1 | |||||
| 2025-08-28 | NP | SMMD - iShares Russell 2500 ETF | 21,196 | 4.78 | 3,053 | 53.03 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型成长基金 | 11,574 | 1.39 | 1,667 | 48.05 | ||||
| 2025-08-21 | NP | NLR - VanEck Vectors 铀+核能 ETF | 690,173 | 47.04 | 99,426 | 114.73 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 5,278 | 663 | ||||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型价值基金 | 12,928 | 23.14 | 1,862 | 79.90 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 8,286 | 904 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林中小型股增长 VIP 基金 1 级 | 38,500 | 15.96 | 5,546 | 69.34 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 248 | 5.98 | 31 | 29.17 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 77,501 | 651.85 | 11,165 | 998.82 | ||||
| 2025-08-27 | NP | 北约 - 主题 跨大西洋防御 ETF | 1,708 | 83.66 | 246 | 170.33 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 75 | 17.19 | 11 | 66.67 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 125 | 14 | ||||||
| 2025-06-25 | NP | ARKQ - ARK 自主技术与机器人 ETF | 120,285 | 26.72 | 13,125 | 22.45 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 1,517,599 | 33,572.04 | 2,228 | 401.80 | ||||
| 2025-06-26 | NP | FSMD - 富达中小因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,740 | 99.03 | 3,573 | 92.35 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 25,034 | 5.37 | 2,470 | -6.69 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 63 | 293.75 | 9 | 50.00 | ||||
| 2025-08-14 | 13F | 夜之平方 LP | 29,936 | 4,313 | ||||||
| 2025-08-14 | 13F | 瑞银集团 | 847,646 | 98.70 | 122,112 | 190.16 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 6,060 | 8.74 | 873 | 57.87 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 13,870 | 33.34 | 1,998 | 94.74 | ||||
| 2025-08-28 | NP | SMAP - 扩大中小型股票 ETF | 176 | 12.82 | 25 | 66.67 | ||||
| 2025-08-26 | NP | TMSL - T. Rowe 价格中小型股 ETF | 12,505 | 18.36 | 1,801 | 72.84 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 4,394 | 0.55 | 633 | 46.87 | ||||
| 2025-07-29 | NP | FFND - 未来基金主动型 ETF | 4,404 | 553 | ||||||
| 2025-08-14 | 13F | ArrowMark 科罗拉多控股有限责任公司 | 134,223 | 12.58 | 19,336 | 64.41 | ||||
| 2025-06-25 | NP | SASMX - ClearBridge 小盘成长基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 307,579 | 4.63 | 33,563 | 1.10 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 1,394 | 201 | ||||||
| 2025-08-28 | NP | Acap战略基金 | 296,710 | 42,744 | ||||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 463 | 309.73 | 67 | 500.00 | ||||
| 2025-07-29 | 13F | VELA 投资管理有限公司 | 17,021 | 3.64 | 2,452 | 51.36 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 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 | 4,045 | 10.04 | 441 | 6.27 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 1,097 | 0.37 | 158 | 47.66 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 4,159 | 43.66 | 599 | 110.18 | ||||
| 2025-08-26 | NP | SCSAX - 富国银行 A 类普通股基金 | 69,045 | 9,947 | ||||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 76 | 68.89 | 11 | 150.00 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 15,723 | 1.27 | 1,716 | -2.17 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级 | 18,069 | 349.93 | 2,603 | 557.32 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 1,276,267 | 183,859 | ||||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 8,994 | 40.16 | 1,296 | 104.58 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 61 | 10.91 | 9 | 60.00 | ||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 1,680 | 4.67 | 183 | 1.10 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -50,197 | -10.03 | -7,231 | 31.40 | |||
| 2025-08-08 | 13F | 维斯特科公司 | 4,433 | 1 | ||||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -324 | -47 | |||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 3,446 | 1,418.06 | 0 | |||||
| 2025-08-19 | 13F | MRP 资本投资有限责任公司 | 16,649 | 2.75 | 2,398 | 50.06 | ||||
| 2025-08-26 | NP | DSMDX - Driehaus 中小型成长基金 | 6,475 | 147.52 | 933 | 261.24 | ||||
| 2025-04-29 | NP | HSMNX - Horizon 美国防御性中小盘基金投资者类别 | 29,904 | 111.01 | 3,109 | 67.69 | ||||
| 2025-08-14 | 13F | 联信银行 | 41,608 | 21.60 | 5,994 | 77.60 | ||||
| 2025-07-29 | NP | SLPAX - Siit 小盘基金 - A 类 | 4,437 | 65.56 | 557 | 100.36 | ||||
| 2025-08-20 | NP | WBSNX - William Blair 小盘成长基金 N 类 | 122,264 | 38.78 | 17,613 | 102.68 | ||||
| 2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 1,704 | 186 | ||||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 140 | 20 | ||||||
| 2025-06-26 | NP | FOCSX - 富达小盘成长 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 57,219 | 0.46 | 6,244 | -2.94 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -359 | -52 | |||||
| 2025-08-28 | NP | BUYO - KraneShares Man Buyout Beta 指数 ETF | 261 | 53.53 | 38 | 131.25 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 39,057 | 9.09 | 4,906 | 31.78 | ||||
| 2025-06-25 | NP | WQAUX - Westwood Quality AllCap 基金超级股票 | 4,053 | 14.20 | 442 | 10.50 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 46,409 | 7.13 | 6,686 | 56.45 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 444 | 0 | ||||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 145,052 | 20.19 | 15,828 | 16.13 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 34,636 | 4.68 | 4,990 | 52.85 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 4 | 1 |
