机构和基金投资人持股 - 买家
在Chipotle 墨西哥烧烤公司中开设新头寸的主要持有者包括 JDCAX - Janus Henderson四十基金A类, 尼什卡玛资本有限责任公司, USGLX - 美国全球领袖成长基金A级, AMF Pensionsforsakring AB, JGLO - 摩根大通全球精选股票 ETF, 间隔合伙人有限合伙人, FBALX - 富达平衡基金, RGLGX - 美国基金全球洞察基金 R-6 级, JAWWX - Janus Henderson 全球研究基金 T 级, JACAX - Janus Henderson四十投资组合服务股票, 签名房地产与投资顾问有限公司, 自由全明星股票基金, 中西部信托公司, CZMVX - 多经理价值策略基金机构类, HIMCX - 哈特福德中型股 Hls 基金 Ia, BASG - 布朗咨询可持续增长ETF, SGAPX - Virtus SGA 全球成长基金 I 类, 生成投资管理有限公司, BLI - 卢森堡投资银行, 和 太平洋精选基金 - 重点增长投资组合 I 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 31,140 | 91,488.24 | 1,749 | 2,765.57 | ||||
2025-07-09 | 13F | DLK 投资管理有限公司 | 99,244 | 5,573 | ||||||
2025-08-14 | 13F | 图标财富顾问有限责任公司 | 6,074 | 1.45 | 341 | 13.67 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 34,427 | 4.24 | 1,739 | -9.76 | ||||
2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 3,458 | 45.54 | 175 | 26.09 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 7,271 | 6.91 | 408 | 19.65 | ||||
2025-07-30 | NP | GFGF - 大师最爱股票 ETF | 18,396 | 921 | ||||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 25,017 | 0.08 | 1,400 | 10.33 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 49,911 | 27.44 | 2,803 | 42.52 | ||||
2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 202,177 | 2.17 | 11,352 | 14.26 | ||||
2025-08-11 | 13F | 先锋集团公司 | 123,457,125 | 0.81 | 6,932,118 | 12.74 | ||||
2025-08-12 | 13F | 阿维索金融公司 | 20,687 | 21.27 | 1,162 | 35.63 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 1,100,769 | 2,286.91 | 62 | 2,950.00 | ||||
2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 166,851 | 1.52 | 9,369 | 13.52 | ||||
2025-08-11 | 13F | 沃杜州银行 | 17,185 | 8.99 | 1 | |||||
2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 69,648 | 4.44 | 3,911 | 16.79 | ||||
2025-05-05 | 13F | 圣约资产管理有限责任公司 | Put | 10,042 | -81.50 | |||||
2025-08-05 | 13F | 关键金融公司 | 1,100 | 62 | ||||||
2025-03-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,528 | 91.15 | 2,190 | 100.09 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 40,801 | 35.19 | 2,291 | 51.16 | ||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 578 | 2.30 | 32 | 14.29 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 118,911 | 20.99 | 6,677 | 35.31 | ||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 7,512 | 65.03 | 422 | 84.65 | ||||
2025-07-11 | 13F | 多元化信托公司 | 10,372 | 2.77 | 582 | 15.02 | ||||
2025-08-18 | 13F | 雷克斯福德资本公司 | 436 | 24 | ||||||
2025-07-17 | 13F | 城市控股公司 | 90,244 | 4.88 | 5,067 | 17.32 | ||||
2025-08-13 | 13F | 丰业资本公司 | 76,358 | 0.35 | 4,288 | 12.23 | ||||
2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | Short | -12,506 | -702 | |||||
2025-06-20 | NP | JXX - Janus Henderson 转型增长 ETF | 13,496 | 682 | ||||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 19,364 | 10.15 | 1,087 | 23.24 | ||||
2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 3,853 | 216 | ||||||
2025-08-14 | 13F | 多元化财富管理有限责任公司 | 57,451 | 7.31 | 2,461 | -9.26 | ||||
2025-07-18 | 13F | 第一太平金融 | 700 | 39 | ||||||
2025-08-12 | 13F | 德国商业银行 | 414,649 | 8.16 | 23 | 21.05 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 378 | 5.88 | 21 | 23.53 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 65,197 | 2.07 | 3,661 | 14.13 | ||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 132,536 | 62.29 | 7,442 | 81.49 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 996,912 | 0.85 | 56 | 12.24 | ||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 166,793 | 7.24 | 9,365 | 19.93 | ||||
2025-03-12 | 13F/A | 私人资本管理有限公司 | 5,260 | 4,909.52 | 330 | 7.87 | ||||
2025-07-23 | 13F | REAP金融集团有限责任公司 | 780 | 4.00 | 44 | 16.22 | ||||
2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 2,497 | 140 | ||||||
2025-08-11 | 13F | 科维斯特有限公司 | Put | 4 | 0 | |||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 138,705 | 7,788 | ||||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 50 | 3 | ||||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 12,954 | 727 | ||||||
2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 21,300 | 6.50 | 1,196 | 19.02 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 3,454 | 7.94 | 0 | |||||
2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 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 | 53,000 | 2,678 | ||||||
2025-08-07 | 13F | Montag A & Associates 公司 | 5,285 | 8.74 | 297 | 21.31 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 46,025 | 17.56 | 2,584 | 31.50 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 34,781 | 14.71 | 1,953 | 28.25 | ||||
2025-08-04 | 13F | 背风金融合作伙伴有限责任公司 | 9,049 | 21.40 | 508 | 35.83 | ||||
2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 25,285 | 8.33 | 1,420 | 21.18 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 527,299 | 7.14 | 30 | 20.83 | ||||
2025-08-14 | 13F | 夜之平方 LP | 27,785 | 1,560 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 20,637 | 66.33 | 1,043 | 44.12 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | Put | 110,600 | 14.85 | 6,210 | 28.44 | |||
2025-08-14 | 13F | 第一集团贸易有限公司 | 214,263 | 7.34 | 12,031 | 20.04 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -7,604 | -12.36 | -427 | -2.07 | |||
2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 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 | 165,637 | 26.88 | 9,301 | 41.90 | ||||
2025-06-26 | NP | SVBAX - A 类平衡基金 | 1,019,619 | 45.02 | 51,511 | 25.56 | ||||
2025-07-23 | 13F | 流利金融有限责任公司 | 18,779 | 1,054 | ||||||
2025-08-08 | 13F | KBC 集团 | 673,442 | 5.74 | 38 | 19.35 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 4,594 | 258 | ||||||
2025-08-13 | 13F | 纽约州共同退休基金 | 1,807,432 | 4.30 | 101 | 16.09 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 313 | 16 | ||||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 1,361 | 16.92 | 76 | 31.03 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 4,600,551 | 351.78 | 258,321 | 405.22 | ||||
2025-07-18 | 13F | 社区银行与信托,德克萨斯州韦科 | 3,750 | 0 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 19,800 | 24.53 | 1,112 | 39.22 | ||||
2025-06-26 | NP | FFLG - 富达增长机会 ETF | 42,949 | 16.24 | 2,170 | 0.65 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 53 | 3 | ||||||
2025-08-12 | 13F | Titleist 资产管理有限公司 | 29,121 | 5.83 | 1,635 | 18.39 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 69,312 | 34.79 | 3,892 | 50.76 | ||||
2025-05-13 | 13F | 沃茨·格威廉有限公司 | 7,999 | 17.65 | 402 | 1.78 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 117,561 | 2.17 | 6,601 | 14.26 | ||||
2025-07-17 | 13F | 奥克蒙特公司 | 570,071 | 1.19 | 32,009 | 13.16 | ||||
2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 206,791 | 0.23 | 12 | 10.00 | ||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 5,077 | 167.21 | 285 | 200.00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 178,094 | 111.82 | 10,008 | 139.75 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 12,521 | 44.84 | 703 | 61.98 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 899 | 4.53 | 45 | -2.17 | ||||
2025-07-15 | 13F | 灰点有限责任公司 | 8,784 | 20.46 | 493 | 34.70 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 3,597 | 2.25 | 202 | 14.20 | ||||
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 | 90,951 | 24.63 | 4,595 | 7.89 | ||||
2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 5,613 | 2.20 | 315 | 14.55 | ||||
2025-08-13 | 13F | 第一生命保险株式会社 | 47,126 | 47.96 | 2,646 | 65.48 | ||||
2025-08-05 | NP | HNASX - 成长基金 | 74,379 | 7.03 | 4,176 | 19.69 | ||||
2025-08-29 | NP | JDCAX - Janus Henderson四十基金A类 | 5,872,029 | 329,714 | ||||||
2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 14,048 | 1.06 | 789 | -5.97 | ||||
2025-07-23 | 13F | Nbt 银行 NA /纽约 | 14,317 | 3.24 | 804 | 15.37 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 2,407 | 68.68 | 135 | 90.14 | ||||
2025-08-08 | 13F | Mv 资本管理公司 | 690 | 37.18 | 39 | 52.00 | ||||
2025-07-17 | 13F | 绿叶信托 | 24,901 | 0.58 | 1,398 | 12.47 | ||||
2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 12,398,910 | 1.66 | 626,393 | -11.98 | ||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 21,605 | 1,091 | ||||||
2025-07-31 | 13F | 三井住友信托控股公司 | 3,222,613 | 1.63 | 180,950 | 13.65 | ||||
2025-07-29 | 13F | S-Bank基金管理有限公司 | 10,199 | 16.23 | 573 | 30.00 | ||||
2025-08-14 | 13F | Xponance公司 | 325,926 | 1.56 | 18,301 | 13.57 | ||||
2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 48,810 | 60.32 | 2,741 | 79.32 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 11,254 | 13.29 | 632 | 26.71 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | Put | 60,000 | 3,013 | |||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 93,445 | 2.78 | 4,721 | -11.03 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 31,123 | 10.51 | 1,748 | 23.55 | ||||
2025-08-11 | 13F | 埃勒昆资本有限责任公司 | Put | 4,000 | 225 | |||||
2025-08-11 | 13F | 埃勒昆资本有限责任公司 | 1,003 | 56 | ||||||
2025-05-14 | 13F | 法国农业信贷银行 | 1,520,434 | 2,393.54 | 76,341 | 1,976.71 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 7,261 | 20.08 | 408 | 34.32 | ||||
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 | 334,777 | 0.95 | 16,913 | -12.60 | ||||
2025-07-10 | 13F | 巴德尔银行 | 8,202 | 442 | ||||||
2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 58,381 | 3.55 | 3,278 | 15.83 | ||||
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 | 39,925 | 11.03 | 1,999 | 3.04 | ||||
2025-08-12 | 13F | 卡尔顿联合公司 | 3,996 | 224 | ||||||
2025-08-07 | 13F | 米德资产管理公司 | 638 | 15.79 | 36 | 29.63 | ||||
2025-07-29 | NP | CLSE - 融合多/空股票 ETF | Short | -6,471 | -32.08 | -324 | -36.96 | |||
2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 36,576 | 1,848 | ||||||
2025-07-29 | 13F | 地区金融公司 | 568,846 | 1.35 | 31,941 | 13.33 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 10,499 | 4,238.43 | 590 | 32.96 | ||||
2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 90,130 | 0.52 | 5 | -20.00 | ||||
2025-08-05 | 13F | 狄龙联合公司 | 287,433 | 5.13 | 16 | 23.08 | ||||
2025-08-12 | 13F | 支点资产管理有限公司 | 29,098 | 1,634 | ||||||
2025-08-14 | 13F | 农林中金银行 | 75,814 | 6.61 | 4,257 | 19.22 | ||||
2025-05-27 | 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 | 1,922 | 97 | ||||||
2025-08-05 | 13F | 密歇根州退休系统 | 435,300 | 1.80 | 24,442 | 13.85 | ||||
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 | 1,272,200 | 26.24 | 64,272 | 9.30 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 401,141 | 0.62 | 22,524 | 12.52 | ||||
2025-08-14 | 13F | PZU SA 投资基金公司 | 1,970 | 34.01 | 111 | 50.68 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 83,927 | 50.41 | 4,713 | 68.23 | ||||
2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 20,080 | 114.64 | 1,008 | 78.72 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 382,541 | 7.08 | 21,480 | 19.75 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -3,016 | -169 | |||||
2025-07-09 | 13F | 第一金融公司/in/ | 17,748 | 30.61 | 997 | 46.04 | ||||
2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 196,185 | 15.88 | 11,016 | 29.59 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 32,366 | 1.72 | 1,817 | 12.79 | ||||
2025-07-16 | 13F | 瓦利琴蒂咨询服务公司 | 66,230 | 0.24 | 4 | 0.00 | ||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -391 | 42.70 | -22 | 61.54 | |||
2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 28,449 | 6.82 | 1,425 | -0.90 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 664 | 2.15 | 37 | 15.63 | ||||
2025-07-31 | 13F | 镇流器顾问有限公司 | 26,759 | 5.47 | 1,503 | 17.99 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 662 | 1.38 | 37 | 15.63 | ||||
2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 3,109 | 2,367.46 | 181 | -40.26 | ||||
2025-07-24 | 13F/A | TFR 资本有限责任公司 | 44,337 | 2.42 | 2,490 | 14.54 | ||||
2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 55,521 | 80.18 | 3,118 | 101.49 | ||||
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 | 894 | 525.17 | 45 | 542.86 | ||||
2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 222,020 | 2.69 | 12,466 | 14.84 | ||||
2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,232 | 37.03 | 3,367 | 27.11 | ||||
2025-08-13 | 13F | 资本集团私人客户服务公司 | 1,024,766 | 38.59 | 57,541 | 54.98 | ||||
2025-08-04 | 13F | Lm Kohn 公司 | 13,625 | 0.56 | 765 | 12.50 | ||||
2025-08-07 | 13F | 策略资产管理公司 | 18,966 | 0.15 | 1,065 | 12.00 | ||||
2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 137,640 | 2.11 | 7,728 | 14.18 | ||||
2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 2,798 | 2.19 | 157 | 14.60 | ||||
2025-07-25 | 13F | 航点财富顾问 | 3,946 | 222 | ||||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 15,219 | 855 | ||||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 1,779 | 90.47 | 100 | 115.22 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 23,049 | 9.76 | 1,294 | 22.77 | ||||
2025-06-26 | NP | IEDI - iShares Evolved 美国全权委托支出 ETF | 16,601 | 8.33 | 839 | -6.26 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 12,450,830 | 12.05 | 699,114 | 25.31 | ||||
2025-08-19 | 13F | Marex 集团 | 5,739 | 322 | ||||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 2,100 | 5.00 | 118 | 17.00 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 1,464,532 | 14.74 | 82,233 | 28.32 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Call | 658,100 | 984.18 | 36,952 | 1,112.73 | |||
2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 5,450 | 0.11 | 306 | 12.09 | ||||
2025-05-28 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 637,569 | 6.08 | 32,012 | -11.67 | ||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 300 | 17 | ||||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 8,082,351 | 0.83 | 453,824 | 12.76 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 25 | 127.27 | 1 | |||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 57,690 | 1.89 | 2,914 | -11.78 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 29,313 | 11,174.23 | 2,222 | -0.54 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 87 | 314.29 | 5 | 300.00 | ||||
2025-08-29 | 13F | Evolution Wealth Management公司 | 600 | 34 | ||||||
2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 94,544 | 9.89 | 5,309 | 22.87 | ||||
2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 626,606 | 0.20 | 35 | 12.90 | ||||
2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 267,555 | 1.85 | 15,023 | 13.91 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 休闲基金可变年金 | 2,473 | 8.37 | 139 | 21.05 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 146,092 | 7,381 | ||||||
2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 21,566 | 36.72 | 1,211 | 52.78 | ||||
2025-08-01 | 13F | 桑坦德银行, SA | 36,157 | 13.83 | 2,030 | 27.35 | ||||
2025-05-27 | NP | FELG - 富达增强型大盘成长 ETF | 6,723 | 5,365.85 | 338 | 4,714.29 | ||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 15,322 | 1.44 | 860 | 13.46 | ||||
2025-08-05 | 13F | EPG财富管理有限责任公司 | 25,810 | 1.20 | 1,449 | 13.20 | ||||
2025-08-12 | 13F | 英国保诚集团 | 83,073 | 45.49 | 4,665 | 62.74 | ||||
2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 146,508 | 5.63 | 8,196 | 18.75 | ||||
2025-06-26 | NP | AMGAX - 阿尔杰中型成长基金 A 类 | 64,457 | 8.73 | 3,256 | -5.87 | ||||
2025-08-13 | 13F | 哈弗福德信托公司 | 3,898 | 219 | ||||||
2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 16,239 | 2.71 | 912 | 14.88 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 85,826 | 48.03 | 4,819 | 65.54 | ||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 92,279 | 9.09 | 5,384 | 17.17 | ||||
2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 1,819 | 7,176.00 | 102 | 10,100.00 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 318,761 | 17.66 | 17,671 | 29.91 | ||||
2025-08-14 | 13F | 采石场LP | 3,703 | 18.69 | 208 | 32.69 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 21,645 | 16.08 | 1,094 | 0.55 | ||||
2025-07-24 | 13F | 祖洛投资集团有限公司 | 5,241 | 0.40 | 294 | 12.21 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 293 | 55.85 | 16 | 77.78 | ||||
2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 1,110,149 | 0.08 | 62,335 | 11.91 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 8,568 | 27.20 | 481 | 42.31 | ||||
2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 6,397 | 299.81 | 359 | 348.75 | ||||
2025-08-04 | 13F | 经济金融服务公司 | 39,216 | 0.86 | 2,202 | 12.76 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 893,855 | 5.37 | 45,158 | -8.77 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - Frontier 中型成长投资组合 A 类 | 151,629 | 13.16 | 8,514 | 26.55 | ||||
2025-04-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 982,646 | 5.64 | 47,004 | 8.71 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 8,087 | 0.06 | 0 | |||||
2025-07-28 | 13F | 晨星投资管理有限责任公司 | 8,335 | 0 | ||||||
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 | 475,400 | 17.99 | 26,694 | 31.95 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 270,795 | 24.25 | 15,205 | 38.96 | ||||
2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 27,835 | 1.61 | 1,563 | 13.60 | ||||
2025-07-22 | 13F | AMF Pensionsforsakring AB | 768,616 | 43,158 | ||||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 6,840 | 384 | ||||||
2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 17,546 | 15.37 | 886 | -0.11 | ||||
2025-08-14 | NP | MONTX - 莫内塔基金 | 17,000 | 47.83 | 955 | 32.50 | ||||
2025-04-22 | 13F | 加德资本公司 | Put | 1,095 | ||||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 140,921 | 9.81 | 7,913 | 22.80 | ||||
2025-06-26 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 32,472 | 31.49 | 1,640 | 13.81 | ||||
2025-08-06 | 13F | 奥菲特金融有限责任公司 | 16,890 | 16.08 | 948 | 29.86 | ||||
2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 782,342 | 30.34 | 39,524 | 12.85 | ||||
2025-08-13 | 13F | 资本研究全球投资者 | 13,308,720 | 46.46 | 747,285 | 63.79 | ||||
2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 3,900 | 77.27 | 195 | 77.27 | ||||
2025-08-14 | 13F | 前沿资本管理有限公司 | 596,486 | 11.23 | 33,493 | 24.39 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 10,555 | 2.01 | 593 | 14.07 | ||||
2025-07-11 | 13F | 国会公园资本有限责任公司 | 12,300 | 6.03 | 691 | 18.56 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 63,104 | 4,757.89 | 3,188 | -22.32 | ||||
2025-08-08 | 13F | 国民年金服务 | 3,287,832 | 3.41 | 184,612 | 15.64 | ||||
2025-05-29 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 6,766 | 46.32 | 340 | 21.94 | ||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 200 | 11 | ||||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 22,496 | 2.20 | 1,263 | 14.30 | ||||
2025-07-24 | 13F | 美国合众银行\de\ | 108,153 | 4.86 | 6,073 | 17.27 | ||||
2025-08-18 | 13F | Onefund有限责任公司 | 3,597 | 0 | ||||||
2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 33,249 | 7.95 | 1,867 | 20.70 | ||||
2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 4,181 | 235 | ||||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 21,348 | 17.00 | 1,069 | 8.64 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 16,025 | 85.50 | 900 | 107.62 | ||||
2025-08-29 | NP | JACFX - 约翰汉考克中型成长基金类别资产净值 | 227,895 | 3,321.33 | 12,796 | 4.88 | ||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 8,127 | 4,795.78 | 456 | -5.39 | ||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 4,285 | 4.77 | 241 | 17.07 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 103 | 6 | ||||||
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 | 1,362,144 | 2.62 | 68,216 | -4.78 | ||||
2025-08-06 | 13F | 友邦保险集团有限公司 | 39,200 | 24.05 | 2,201 | 38.78 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 25,543 | 17.39 | 1,434 | 31.32 | ||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 90,777 | 104.07 | 5,097 | 128.26 | ||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | 193,000 | 10,840 | ||||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 126 | 26.00 | 7 | 40.00 | ||||
2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 3,945 | 3.06 | 222 | 15.10 | ||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 11,070 | 1.71 | 622 | 13.74 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 124,913 | 14.64 | 6,311 | -0.74 | ||||
2025-07-29 | NP | SFY - SoFi Select 500 ETF | 12,982 | 3.20 | 650 | -4.13 | ||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 20,401 | 0.99 | 875 | -14.31 | ||||
2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 1,985 | 100 | ||||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 36,794 | 13.72 | 1,578 | -2.89 | ||||
2025-08-04 | 13F | 五大湖退休公司 | 55,077 | 9.69 | 3,093 | 22.65 | ||||
2025-07-25 | NP | ANEFX - 新经济基金A类 | 3,513,104 | 27.27 | 175,936 | 18.10 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 368 | 103.31 | 21 | 122.22 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 12,464 | 5.14 | 700 | 17.48 | ||||
2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 54,187 | 2,714 | ||||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 116,056 | 46.09 | 6,517 | 63.39 | ||||
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 | 3,002,929 | 0.31 | 151,708 | -13.15 | ||||
2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 7,388 | 8.82 | 415 | 1.22 | ||||
2025-07-31 | 13F | 彼得森财富服务 | 5,845 | 0.15 | 328 | 11.95 | ||||
2025-06-25 | NP | MNECX - Pro-Blend(R) 延长期限系列 L 级 | 105,920 | 5,351 | ||||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 69,155 | 14.33 | 3,463 | 6.10 | ||||
2025-08-08 | 13F | 美好生活顾问有限责任公司 | 17,370 | 20.47 | 975 | 34.85 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 26,133 | 72.02 | 1,467 | 92.52 | ||||
2025-08-27 | NP | RYLIX - 休闲基金投资者类别 | 4,931 | 33.31 | 277 | 49.19 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类 | 231,124 | 34.67 | 12,978 | 50.60 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 109,407 | 4.62 | 6,143 | 17.01 | ||||
2025-04-29 | 13F | 佩森公司 | 3,320 | 3.11 | 167 | -14.43 | ||||
2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 5,249 | 5.61 | 295 | 18.07 | ||||
2025-06-30 | NP | DAFGX - Dunham 重点关注大盘成长基金 A 类 | 117,389 | 15.48 | 5,930 | -0.02 | ||||
2025-08-05 | 13F | 桥水顾问公司 | 5,828 | 0.52 | 259 | -11.95 | ||||
2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 46,601 | 11.03 | 2,334 | 3.00 | ||||
2025-07-14 | 13F | 西方资产管理有限责任公司 | 7,257 | 2.76 | 407 | 14.97 | ||||
2025-08-14 | 13F | 间隔合伙人有限合伙人 | Put | 604,400 | 33,937 | |||||
2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 264,700 | 12.49 | 13,373 | -2.60 | ||||
2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 370,332 | 20,794 | ||||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | Call | 100 | 6 | |||||
2025-08-14 | 13F | 间隔合伙人有限合伙人 | 4,634 | 260 | ||||||
2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - | 19,679 | 19.57 | 986 | 10.92 | ||||
2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 202,611 | 0.01 | 11,377 | 11.84 | ||||
2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 35,060 | 13.24 | 1,969 | 26.64 | ||||
2025-08-04 | 13F | 资产标记公司 | 570,731 | 13.09 | 32,047 | 26.46 | ||||
2025-08-05 | 13F | TSFG有限公司 | 3,591 | 17.74 | 0 | |||||
2025-08-11 | 13F | 经验金融有限责任公司 | 47,764 | 0.62 | 2,682 | 12.51 | ||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 1,510 | 85 | ||||||
2025-08-18 | 13F | 老北州信托有限责任公司 | 27,422 | 16.10 | 2 | 0.00 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 434,400 | 44.75 | 24,392 | 61.87 | |||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 7 | 0 | ||||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 130,291 | 35,694.23 | 7,316 | 40,538.89 | ||||
2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 4,787 | 269 | ||||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 859 | 37.66 | 0 | |||||
2025-07-18 | 13F | 丘吉尔管理公司 | 229,286 | 0.80 | 12,874 | 12.72 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 46,171 | 9.98 | 3 | 0.00 | ||||
2025-08-13 | 13F | 美国联合证券公司(d/b/a 无人机资产管理) | 98,123 | 5,510 | ||||||
2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 44,525 | 5.81 | 2,500 | 18.37 | ||||
2025-08-08 | 13F | IMA 财富公司 | 354 | 1.14 | 20 | 11.76 | ||||
2025-07-22 | 13F | 汇合财富服务公司 | 5,325 | 1.22 | 299 | 16.41 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 4,938 | 2.81 | 277 | 14.94 | ||||
2025-08-04 | 13F | 精明顾问公司 | 5,897 | 22.02 | 331 | 36.78 | ||||
2025-08-14 | 13F | 石英合伙人有限公司 | 4,665 | 3.09 | 262 | 14.98 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 674 | 21.88 | 38 | 37.04 | ||||
2025-07-29 | NP | INYDX - 胜利先锋纪律增长基金Y类 | 999,742 | 19.15 | 50,067 | 10.57 | ||||
2025-07-25 | 13F | 约翰逊投资顾问公司 | 13,378 | 84.32 | 751 | 106.32 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 4,854 | 51.59 | 273 | 70.00 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 126,455 | 68.59 | 7,100 | 88.53 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Call | 7,000 | 7.69 | 393 | 20.55 | |||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 5,534 | 6.92 | 311 | 19.69 | ||||
2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 1,038,155 | 5.17 | 58,292 | 17.62 | ||||
2025-07-11 | 13F | 平博银行公司 | 775 | 44 | ||||||
2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,200 | 143.05 | 2,738 | 120.27 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 233,198 | 11.84 | 13,094 | 25.07 | ||||
2025-07-09 | 13F | 生活方式资产管理公司 | 6,463 | 5.09 | 363 | 17.53 | ||||
2025-06-25 | NP | IWFG - IQ Winslow 重点关注大盘成长 ETF | 5,030 | 8.92 | 254 | -5.58 | ||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 1,961 | 45.26 | 110 | 64.18 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪精选中盘管理波动基金标准级 | 27,635 | 2.79 | 1,552 | 14.97 | ||||
2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 3,594,076 | 5.41 | 201,807 | 17.88 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 51 | 8.51 | 2 | 0.00 | ||||
2025-08-14 | 13F | 投资公司 | 52,300 | 0.10 | 2,937 | 11.93 | ||||
2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 50,000 | 2,808 | |||||
2025-07-02 | 13F | 雅各布斯公司/ca | 154,711 | 8.82 | 9 | 14.29 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 14,220 | 1.07 | 794 | 12.62 | ||||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 30,648 | 69.52 | 1,721 | 89.64 | ||||
2025-06-24 | NP | KLGAX - MainStay MacKay 成长基金 A 类 | 124,162 | 15.10 | 6,273 | -0.35 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 1,912 | 11.29 | 107 | 24.42 | ||||
2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 12,760 | 8.18 | 716 | 20.95 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 16,761 | 1.89 | 941 | 14.06 | ||||
2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 9,170 | 0.60 | 515 | 12.47 | ||||
2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 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 | 436,213 | 22,037 | ||||||
2025-07-30 | 13F | 达戴维森公司 | 112,071 | 14.47 | 6,293 | 28.02 | ||||
2025-04-10 | 13F | 布雷默银行全国协会 | 160,128 | 7.87 | 8,040 | -10.18 | ||||
2025-07-30 | 13F | Caliber Wealth Management,LLC/KS | 30,858 | 16.43 | 1,733 | 30.23 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 29,487 | 0.05 | 1,650 | 12.48 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 8,127 | 6.50 | 456 | 19.06 | ||||
2025-08-14 | 13F | 卡塔纳资本有限合伙人 | 1,000,000 | 56,150 | ||||||
2025-08-14 | 13F | 阿普里姆顾问 | 4,067 | 228 | ||||||
2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 47,722 | 12.07 | 2,680 | 25.30 | ||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 835 | 7.46 | 47 | 17.95 | ||||
2025-07-09 | 13F | 沙拉信律师事务所 | 2,537,745 | 2.23 | 142,494 | 14.33 | ||||
2025-08-08 | 13F | 金融引力公司 | 49,726 | 23.22 | 2,792 | 14.76 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 2,242,677 | 0.57 | 125,927 | 12.47 | ||||
2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,812,264 | 21.98 | 142,076 | 5.61 | ||||
2025-08-14 | 13F | Optiver控股有限公司 | 1,870 | 105 | ||||||
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 | 1,621,701 | 8.32 | 81,928 | -6.21 | ||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 638 | 15.79 | 36 | 29.63 | ||||
2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 89,087 | 40.26 | 5,002 | 36.70 | ||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 74,772 | 8.98 | 4,198 | 21.86 | ||||
2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 131,344 | 1.34 | 7,375 | 13.32 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 69,727 | 17.79 | 3,915 | 31.73 | ||||
2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 9,115 | 35.82 | 460 | 17.65 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 50,413 | 2.56 | 2,831 | 14.67 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 41,844 | 2,350 | ||||||
2025-07-29 | 13F | 积极财富管理 | 517 | 109.31 | 29 | 141.67 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 25,360 | 4.05 | 1,424 | -3.13 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 50 | 3 | ||||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 69 | 165.38 | 4 | 200.00 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 202 | 10 | ||||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 675 | 8.00 | 38 | 19.35 | ||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 46,206 | 9.24 | 2,314 | 1.36 | ||||
2025-07-23 | 13F | 分水岭私人财富有限责任公司 | 3,954 | 222 | ||||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 53,708 | 13.37 | 3,016 | 26.79 | ||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 5,402 | 20.31 | 303 | 34.67 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,491 | 34.81 | 84 | 50.91 | ||||
2025-08-04 | 13F | Savoir Faire 资本管理有限合伙人 | 163,838 | 41.99 | 9,200 | 58.80 | ||||
2025-07-09 | 13F | 捷克国家银行 | 329,343 | 5.80 | 18,493 | 18.31 | ||||
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 | 1,420 | 24.02 | 72 | 7.58 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 18,174 | 2.96 | 1,020 | 15.12 | ||||
2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 4,099 | 230 | ||||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Put | 53,500 | 10.08 | 3,004 | 23.11 | |||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 20,713 | 7.66 | 1,037 | -0.10 | ||||
2025-08-11 | 13F | 凯斯、斯坦奇和伍腾财富管理有限责任公司 | 6,121 | 344 | ||||||
2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 2,720 | 72.15 | 153 | 92.41 | ||||
2025-08-13 | 13F | 峰会财富集团有限公司 | 6,404 | 360 | ||||||
2025-08-21 | NP | MNCSX - 美世非美国核心股票基金 I 类 | 18,840 | 1,058 | ||||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 32,856 | 1,845 | ||||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 10,777 | 50.45 | 605 | 68.52 | ||||
2025-07-10 | 13F | YHB 投资顾问公司 | 63,119 | 2.02 | 3,544 | 14.10 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 1,704,942 | 42.33 | 95,736 | 59.18 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 18,512 | 19.52 | 1,039 | 33.72 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -128 | -7 | |||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 717,138 | 11.02 | 40,267 | 24.15 | ||||
2025-07-15 | 13F | 卡尔金融集团公司 | 5,086 | 2.27 | 286 | 14.46 | ||||
2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 2,399,707 | 5.31 | 121,233 | -8.82 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 4,775,020 | 7,129.84 | 268,117 | 7,985.55 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 683,500 | 7,410.99 | 38,379 | 8,316.23 | |||
2025-08-14 | 13F | 隆奥资产管理(欧洲)有限公司 | 202,286 | 11,358 | ||||||
2025-07-24 | 13F | 支付宝证券公司 | 37 | 15.62 | 2 | 100.00 | ||||
2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 16,887 | 25.50 | 948 | 40.44 | ||||
2025-07-09 | NP | 普特南 ETF 信托 - 普特南可持续未来 ETF - | 89,872 | 44.60 | 4,501 | 34.17 | ||||
2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 125,162 | 8.22 | 6,268 | 0.43 | ||||
2025-08-14 | 13F | 戴维森·肯普纳资本管理公司 | Call | 350,000 | 19,652 | |||||
2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 51,200 | 2,587 | ||||||
2025-08-14 | 13F | 戴维森·肯普纳资本管理公司 | 1,183,420 | 66,449 | ||||||
2025-08-12 | 13F | 景观资本管理有限公司 | 14,835 | 833 | ||||||
2025-08-08 | 13F | 贝拉德公司 | 8,553 | 0.59 | 480 | 12.68 | ||||
2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,864,929 | 11.49 | 104,716 | 24.68 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -20,444 | -51.39 | -1,024 | -54.91 | |||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 4,136 | 4.60 | 209 | -9.57 | ||||
2025-08-05 | 13F | 德克萨斯银行与信托公司 | 23,079 | 17.62 | 1,296 | 31.47 | ||||
2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 2,911 | 4.64 | 163 | 17.27 | ||||
2025-06-26 | NP | FBCGX - 富达蓝筹成长K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,735,525 | 7.21 | 87,679 | -7.18 | ||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 603 | 33.11 | 34 | 50.00 | ||||
2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 62,575 | 2.38 | 3,514 | 14.50 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 386,494 | 1.97 | 21,702 | 14.04 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 843,354 | 179.60 | 47,354 | 212.69 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 284,100 | 41.27 | 15,952 | 57.99 | |||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续未来基金 IA 类股票 | 7,289 | 24.83 | 409 | 39.59 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 456,900 | 127.31 | 25,655 | 154.20 | |||
2025-08-08 | 13F | 可持续增长顾问,有限合伙人 | 10,632,783 | 597,031 | ||||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 42,635 | 7.54 | 2,394 | 20.25 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 260,000 | 412.82 | 14,599 | 473.63 | |||
2025-08-04 | 13F | IFG 咨询有限责任公司 | 5,728 | 3.21 | 322 | 15.47 | ||||
2025-08-14 | 13F | 美国银行 /de/ | 9,085,894 | 7.29 | 510,173 | 19.98 | ||||
2025-07-09 | NP | Putnam ETF 信托 - Putnam 可持续领导者 ETF - | 159,096 | 7.73 | 7,968 | -0.04 | ||||
2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 299,332 | 33.15 | 15,122 | 15.28 | ||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 439,185 | 1.13 | 22,188 | -12.45 | ||||
2025-08-14 | 13F | 迪尔伯恩合伙公司 | 5,300 | 0.95 | 298 | 12.93 | ||||
2025-08-07 | 13F | 中西部信托公司 | 215,037 | 12,074 | ||||||
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 720 | 1.55 | 40 | 14.29 | ||||
2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 2,894 | 3.36 | 162 | 15.71 | ||||
2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 369 | 21 | ||||||
2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 14,323 | 1.19 | 804 | 13.24 | ||||
2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 5,426 | 9.20 | 305 | 22.09 | ||||
2025-03-25 | 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 | 9,926 | 205.51 | 579 | 219.89 | ||||
2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 6,528 | 7.30 | 330 | -7.32 | ||||
2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 10,048,567 | 0.19 | 564,227 | 12.04 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 176 | 10 | ||||||
2025-07-30 | NP | MILN - Global X 千禧一代主题 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 | 64,386 | 25.69 | 3,224 | 16.64 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 274,375 | 88.82 | 15,406 | 111.19 | ||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 21,600 | 27.57 | 1,212 | 42.47 | ||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 161 | 9 | ||||||
2025-03-18 | 13F | 托马资本管理有限公司 | 4,775 | 288 | ||||||
2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 21,665 | 1 | ||||||
2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 7,326 | 5.35 | 411 | -1.91 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 108,514 | 23.59 | 6,093 | 38.23 | ||||
2025-06-26 | NP | FAPNX - 富达健康未来基金 富达顾问健康未来基金:Z 类 | 2,264 | 5.89 | 114 | -8.06 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 29,659,508 | 1.11 | 1,657,193 | 12.94 | ||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 3,510 | 168.35 | 176 | 150.00 | ||||
2025-04-29 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 23,949 | 59.56 | 1,293 | 39.98 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 5,177 | 9.54 | 291 | 22.36 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 7,994 | 19.81 | 449 | 33.73 | ||||
2025-06-26 | NP | CBLS - Clough 对冲股票 ETF | Short | -11,480 | -580 | |||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 51,097 | 41.32 | 2,869 | 58.07 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 43,327,568 | 1.21 | 2,432,843 | 13.18 | ||||
2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 5,809 | 326 | ||||||
2025-08-04 | 13F | 遗产投资者管理公司 | 466,560 | 3.85 | 26 | 18.18 | ||||
2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 4,900,917 | 3.44 | 275,186 | 15.67 | ||||
2025-06-24 | NP | PMVAX - 普特南可持续未来基金 A 类股票 | 88,400 | 23.12 | 4,466 | 6.59 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 2,891 | 5.78 | 168 | 19.15 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 676,606 | 225.99 | 37,247 | 259.56 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 12,483,435 | 17.42 | 700,945 | 31.31 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 679,579 | 4.43 | 38,158 | 16.78 | ||||
2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 483,679 | 5.66 | 27,159 | 18.16 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 3,694,984 | 8.96 | 207,475 | 21.86 | ||||
2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 116,052 | 5,863 | ||||||
2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 63,103 | 2.35 | 3,543 | 14.47 | ||||
2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,330 | 0.62 | 267 | -6.67 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 10,527 | 35.57 | 59,109 | 51.61 | |||
2025-07-10 | 13F | Threadgill 金融有限公司 | 84,388 | 4,738 | ||||||
2025-08-11 | 13F | 花旗集团 | 1,756,730 | 22.41 | 98,640 | 36.89 | ||||
2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 6,689 | 2.88 | 376 | 15.03 | ||||
2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 395,218 | 7.30 | 22,191 | 19.99 | ||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 11,528 | 2.90 | 647 | 15.12 | ||||
2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 4,745 | 0.27 | 266 | 12.24 | ||||
2025-06-24 | NP | SWLSX - 嘉信大盘成长基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,889 | 46.28 | 3,430 | 26.62 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 163,505 | 9,010 | ||||||
2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 138,191 | 49.52 | 7,759 | 67.22 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 48,683 | 8.38 | 2,438 | 0.58 | ||||
2025-08-12 | 13F | 指娱天地管理有限公司 | 8,001 | 24.63 | 449 | 39.44 | ||||
2025-07-24 | 13F | PDS 规划公司 | 7,096 | 12.49 | 398 | 25.95 | ||||
2025-07-30 | 13F | 永美财富管理有限公司 | 13,555 | 8.91 | 761 | 21.96 | ||||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 303 | 51.50 | 15 | 50.00 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 2,084 | 283.79 | 117 | 333.33 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 15,803 | 2.66 | 887 | 14.90 | ||||
2025-08-13 | 13F | 正交资本有限公司 | 238,006 | 359.53 | 13,365 | 414.04 | ||||
2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 314,722 | 9.09 | 17,672 | 22.00 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 694,028 | 155.41 | 38,970 | 185.63 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 33,589 | 5.36 | 1,886 | 17.88 | ||||
2025-08-25 | NP | 美国基金保险系列 - 增长收益基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,131,290 | 14.67 | 119,672 | 28.24 | ||||
2025-08-26 | NP | SGAPX - Virtus SGA 全球成长基金 I 类 | 140,354 | 7,881 | ||||||
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 | 72 | 4 | ||||||
2025-08-20 | NP | RGLO——全球股票主动型ETF | 5,775 | 324 | ||||||
2025-08-13 | 13F | F/M 投资有限责任公司 | 283,726 | 137.20 | 15,931 | 165.30 | ||||
2025-08-14 | 13F | Mission Creek 资本合伙公司 | 12,628 | 2.52 | 709 | 14.72 | ||||
2025-08-12 | 13F | 奥兹克银行 | 70,839 | 2.99 | 3,978 | 15.18 | ||||
2025-08-20 | NP | WBGSX - 威廉·布莱尔成长基金 N 级 | 81,307 | 8.22 | 4,565 | 21.02 | ||||
2025-08-06 | 13F | 科技银行/pa | 466 | 41.21 | 26 | 62.50 | ||||
2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 1,073 | 41.37 | 54 | 22.73 | ||||
2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 4,323,281 | 5.12 | 242,752 | 17.56 | ||||
2025-07-25 | 13F | 蒙特鲁斯科博尔顿投资公司 | 5,116,087 | 5.51 | 279,343 | 18.58 | ||||
2025-08-18 | NP | 太平洋精选基金 - 重点增长投资组合 I 类 | 117,808 | 6,615 | ||||||
2025-08-13 | 13F | 胜利资本管理公司 | 2,402,647 | 305.62 | 134,928 | 353.67 | ||||
2025-06-26 | NP | TADAX - 泛美美国增长 A | 595,387 | 0.98 | 30,079 | -12.57 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 93,120 | 5,229 | ||||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 9,517 | 5.85 | 534 | 18.40 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 38,490 | 5.81 | 2,161 | 18.35 | ||||
2025-08-14 | 13F | 跨大西洋银行 | 21,650 | 129.64 | 1,219 | 178.72 | ||||
2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 525 | 5.00 | 26 | -13.33 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 162,398 | 1.93 | 9,119 | 13.99 | ||||
2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 4,238 | 235 | ||||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 187,474 | 19.55 | 10,527 | 33.70 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 5,003 | 12.38 | 281 | 25.56 | ||||
2025-08-13 | 13F | BLI - 卢森堡投资银行 | 121,000 | 6,659 | ||||||
2025-08-29 | NP | BASG - 布朗咨询可持续增长ETF | 178,805 | 10,040 | ||||||
2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 9,631 | 1.59 | 541 | 13.21 | ||||
2025-08-12 | 13F | 动态技术实验室私人有限公司 | 29,922 | 1,680 | ||||||
2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 4,309 | 19.50 | 218 | 3.33 | ||||
2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 54,693 | 46.72 | 2,763 | 27.03 | ||||
2025-07-15 | 13F | 财务管理专业人士公司 | 857 | 322.17 | 48 | 380.00 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 15,572 | 56.63 | 874 | 75.15 | ||||
2025-08-13 | 13F | 克利尔街有限责任公司 | 100 | 6 | ||||||
2025-08-11 | 13F | 卓越基金管理有限公司 | 1,155,005 | 0.39 | 64 | 10.53 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 1,003,767 | 4.54 | 56,362 | 18.74 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 49,880 | 7.12 | 2,801 | 19.76 | ||||
2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 197,607 | 17.68 | 11,096 | 31.60 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Put | 2,886,500 | 62.68 | 162 | 82.02 | |||
2025-08-26 | NP | GLBIX - Leuthold 全球基金机构类 | Short | -227 | -13 | |||||
2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 17,538 | 32.60 | 1,023 | 42.48 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 11,981 | 0.27 | 673 | 12.19 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 164,033 | 31.01 | 9,210 | 46.52 | ||||
2025-04-18 | 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 | 34,514 | 23.49 | 1,863 | 8.32 | ||||
2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,789 | 27.09 | 340 | 17.71 | ||||
2025-07-21 | 13F | 111资本 | 6,975 | 392 | ||||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 2,126,682 | 2,669.12 | 119,413 | 2,996.81 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 555 | 55.90 | 0 | |||||
2025-04-03 | 13F | 第一夏威夷银行 | 42,538 | 2.31 | 2,136 | -14.84 | ||||
2025-08-06 | 13F | 方正金融证券有限公司 | 14,904 | 13.34 | 837 | 24.96 | ||||
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 | 73,759 | 1,143.62 | 3,726 | 1,146.15 | ||||
2025-08-14 | 13F | 曼氏集团 | Call | 59,400 | 379.03 | 3,335 | 436.17 | |||
2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -27,649 | -48.50 | -1,385 | -52.23 | |||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 29,458 | 22.06 | 1,654 | 36.58 | ||||
2025-06-27 | NP | CVGRX - Calamos 成长基金 A 类 | 352,000 | 43.56 | 17,783 | 24.30 | ||||
2025-07-31 | 13F | 新罕布什尔信托 | 6,212 | 11.01 | 349 | 24.29 | ||||
2025-08-19 | NP | RIFAX - 美国战略股票基金 | 76,353 | 1.76 | 4,287 | 13.80 | ||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,914 | 2.46 | 107 | 15.05 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 481,100 | 2.82 | 27,014 | 14.98 | ||||
2025-07-17 | 13F | 斯科特与塞尔伯公司 | 35,703 | 0.73 | 2 | 100.00 | ||||
2025-08-29 | NP | GGRW - Gabelli 成长创新者 ETF | 1,576 | 12.89 | 88 | 25.71 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 7,852 | 40.06 | 441 | 56.58 | ||||
2025-06-27 | NP | CVAAX - Calamos 机会主义价值基金 A 类 | 16,847 | 851 | ||||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 22,900 | 1,286 | |||||
2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -13,176 | -46.00 | -660 | -49.92 | |||
2025-07-30 | NP | Connors Funds - Connors 对冲股票基金机构类别 | 8,000 | 100.00 | 401 | 86.05 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 18,500 | 1,039 | |||||
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 | 17,099,201 | 0.20 | 856,328 | -7.03 | ||||
2025-08-19 | 13F | 怀俄明州 | 7,218 | 6.54 | 405 | 19.12 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 3,781 | 195.85 | 189 | 177.94 | ||||
2025-08-14 | 13F | 曼氏集团 | Put | 44,500 | 258.87 | 2,499 | 301.61 | |||
2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,297 | 12.03 | 2,288 | -3.01 | ||||
2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 574,986 | 12.26 | 32,285 | 25.53 | ||||
2025-03-27 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 711,779 | 28.24 | 41,532 | 34.17 | ||||
2025-08-14 | 13F | Adage 资本合伙人有限公司 | 2,865,034 | 64.52 | 160,872 | 83.98 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 1,242,900 | 0.55 | 69,789 | 12.45 | |||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 35,597 | 4.32 | 1,798 | -9.69 | ||||
2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 3,220 | 1,172.73 | 181 | 1,100.00 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 21,205 | 9.24 | 1,191 | 22.18 | ||||
2025-03-27 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 99,100 | 23.28 | 5,782 | 28.98 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 7,492 | 421 | ||||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 6,691 | 376 | ||||||
2025-08-19 | NP | 西北互助系列基金公司 - 中型成长股票投资组合 | 106,302 | 14.62 | 5,969 | 28.18 | ||||
2025-06-25 | NP | MCGFX - AMG 管理公司 Montag & Caldwell Growth Fund N 类股票 | 136,236 | 8.69 | 6,883 | -5.89 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 8,084 | 1.66 | 454 | 13.53 | ||||
2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 49,032 | 14.59 | 2,456 | 6.32 | ||||
2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 87,878 | 14.53 | 4,934 | 28.09 | ||||
2025-08-15 | 13F | 摩根士丹利 | 25,457,168 | 38.50 | 1,429,420 | 54.89 | ||||
2025-08-13 | 13F | 皇家基金管理有限责任公司 | 38,086 | 2.43 | 2,139 | 14.58 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 1,361 | 41.18 | 76 | 58.33 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 6,881 | 13.19 | 386 | 26.56 | ||||
2025-08-14 | 13F | Sig 经纪公司 | 20,500 | 1,151 | ||||||
2025-08-12 | 13F | 博雷尔资本管理有限公司 | 1,807 | 101 | ||||||
2025-08-04 | 13F | 巴伦汀有限责任公司 | 7,448 | 53.57 | 418 | 72.02 | ||||
2025-07-21 | 13F | 河街顾问有限责任公司 | 11,860 | 3.23 | 666 | 15.45 | ||||
2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 3,783 | 212 | ||||||
2025-07-31 | 13F | Azzad 资产管理公司 /adv | 58,944 | 0.23 | 3,310 | 12.09 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 8,318 | 30.25 | 467 | 45.94 | ||||
2025-08-28 | NP | XLY - 非必需消费品精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,867,540 | 2.29 | 441,762 | 14.39 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 150 | 837.50 | 8 | 14.29 | ||||
2025-08-07 | 13F | 英杰华公司 | 1,012,284 | 6.33 | 56,840 | 18.91 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 24,286 | 9.26 | 1,364 | 22.13 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 4,101,500 | 6.72 | 230,299 | 19.35 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 440,000 | 24,706 | |||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 18,488 | 8.09 | 926 | 0.22 | ||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | 131,288 | 28.42 | 7,372 | 43.60 | ||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 44,211 | 1.33 | 2,482 | 13.33 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 5,963 | 11.48 | 301 | -3.53 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 4,400 | 247 | ||||||
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 | 52 | 15.56 | 3 | 0.00 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 23,840 | 6.57 | 1,339 | 19.15 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 209,856 | 6.08 | 10,510 | -1.57 | ||||
2025-07-14 | 13F | Proathlete 财富管理有限公司 | 15,153 | 0.89 | 851 | 12.73 | ||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 385 | 226.27 | 19 | 216.67 | ||||
2025-08-06 | 13F | Wsfs 资本管理有限公司 | 8,140 | 457 | ||||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 1,689,201 | 6.00 | 84,595 | -1.64 | ||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 75,200 | 506.45 | 4,222 | 578.78 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 663,138 | 11.08 | 37,235 | 24.22 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 1,765 | 99 | ||||||
2025-08-14 | 13F | 特立独行资本有限公司 | 78,910 | 4,431 | ||||||
2025-08-14 | 13F | 第一曼哈顿公司 | 55,299 | 698.43 | 3,105 | 794.81 | ||||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 130 | 160.00 | 7 | 250.00 | ||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 51,261 | 33.07 | 2,878 | 48.81 | ||||
2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 11,704 | 1.32 | 586 | -5.94 | ||||
2025-08-14 | 13F | 完整投资管理公司 | 32,800 | 10.07 | 1,842 | 23.06 | ||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 10,945 | 21.40 | 615 | 35.84 | ||||
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 | 361,448 | 5.29 | 18,101 | -2.30 | ||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 705,375 | 27.43 | 39,607 | 42.51 | ||||
2025-08-29 | NP | JAEVX - 中型股票信托资产净值 | 117,843 | 6,617 | ||||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | Call | 3,500 | 197 | |||||
2025-07-16 | 13F | 旧港顾问公司 | 6,207 | 3.73 | 349 | 16.00 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 17,728 | 6.29 | 995 | 18.88 | ||||
2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 181 | 7.10 | 10 | 25.00 | ||||
2025-07-16 | 13F | 百达银行和Cie Sa银行 | 968,162 | 1.35 | 54,362 | 13.35 | ||||
2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,338 | 3.31 | 117 | -4.10 | ||||
2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 9,617 | 482 | ||||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类 | 450,696 | 3.43 | 25,307 | 15.66 | ||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 107,216 | 0.56 | 4,577 | -17.08 | ||||
2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 10,417 | 453.80 | 526 | 382.57 | ||||
2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 809,954 | 17.53 | 40,562 | 9.06 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 208,939 | 15.08 | 12 | 22.22 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 106,646 | 1.34 | 6 | 0.00 | ||||
2025-08-25 | NP | REDWX - 渴望红木基金 | 25,809 | 1,449 | ||||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 9,081,901 | 1.14 | 509,949 | 13.10 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 12,260 | 614 | ||||||
2025-08-05 | 13F | 吉尔伯特和库克公司 | 28,038 | 2.21 | 1,574 | 14.31 | ||||
2025-08-14 | 13F | Perbak 资本合伙公司 | 6,521 | 45.20 | 366 | 62.67 | ||||
2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 73,487 | 178.36 | 4,126 | 211.40 | ||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 21,744 | 2.85 | 1,017 | -7.13 | ||||
2025-08-19 | 13F | 国家资产管理公司 | Call | 350 | 20 | |||||
2025-08-11 | 13F | 联合顾问集团有限责任公司 | 10,855 | 2.23 | 610 | 14.26 | ||||
2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 7,432 | 2.75 | 417 | 14.88 | ||||
2025-08-29 | NP | JACAX - Janus Henderson四十投资组合服务股票 | 318,044 | 17,858 | ||||||
2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 12,805 | 11.56 | 719 | 24.83 | ||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 1,575 | 28.78 | 80 | 11.27 | ||||
2025-08-13 | 13F | NZS 资本有限责任公司 | 612,205 | 37.45 | 34,375 | 53.71 | ||||
2025-08-25 | NP | HIMCX - 哈特福德中型股 Hls 基金 Ia | 182,906 | 10,270 | ||||||
2025-07-28 | NP | MID - 美国世纪中盘成长影响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 | 42,508 | 1.56 | 2,129 | -5.76 | ||||
2025-08-12 | 13F | 私人管理集团公司 | 4,600 | 258 | ||||||
2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 451,887 | 3.93 | 25,373 | 16.25 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 7,048 | 73.00 | 396 | 93.63 | ||||
2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 25,928 | 42.40 | 1,456 | 59.19 | ||||
2025-07-23 | 13F | 北方财务顾问公司 | 12,849 | 0.01 | 721 | 11.78 | ||||
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 | 166,187 | 6.79 | 8,323 | -0.90 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 35,225 | 13.38 | 1,764 | 5.25 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 12,956 | 14.89 | 727 | 28.45 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 33,111,508 | 1.86 | 1,859,211 | 13.92 | ||||
2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 99 | 30.26 | 6 | 25.00 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 764,289 | 6.94 | 42,915 | 19.59 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 15,201 | 8.84 | 854 | 21.68 | ||||
2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 7,073,279 | 11.07 | 397,165 | 24.21 | ||||
2025-08-05 | 13F | 查普曼投资管理有限责任公司 | 18,935 | 1.63 | 1,063 | 13.69 | ||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 466,150 | 51.13 | 26 | 73.33 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 225,082 | 145.17 | 12,638 | 174.20 | ||||
2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 30,690 | 2.43 | 1,723 | 14.56 | ||||
2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 421,500 | 909.80 | 21,109 | 722.28 | ||||
2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 29,092 | 1,634 | ||||||
2025-08-14 | 13F | 联信银行 | 316,318 | 4.68 | 17,761 | 17.06 | ||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 66,934 | 7.86 | 3,382 | -6.60 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 7,322 | 1.23 | 411 | 13.22 | ||||
2025-06-26 | NP | ALMRX - 阿尔及尔中型成长机构基金 I 类 | 15,150 | 6.29 | 765 | -7.94 | ||||
2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 138,267 | 84.86 | 7,764 | 106.74 | ||||
2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 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 | 3,704,539 | 9.17 | 208,010 | 22.08 | ||||
2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 208,737 | 10,454 | ||||||
2025-08-14 | 13F | 全新世顾问有限合伙人 | 199,281 | 11,190 | ||||||
2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 3,719 | 209 | ||||||
2025-07-10 | 13F | 社区信托投资公司 | 164,089 | 5.99 | 9,214 | 18.54 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 195 | 14.04 | 10 | 0.00 | ||||
2025-07-31 | 13F | 180 财富顾问有限公司 | 5,063 | 3.58 | 284 | 15.92 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 4,806 | 707.73 | 280 | 748.48 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 191,731 | 22.79 | 10,766 | 37.31 | ||||
2025-08-08 | 13F | 弗朗西斯金融公司 | 3,690 | 207 | ||||||
2025-07-22 | 13F | 综合财务顾问机构有限公司 | 36,298 | 2,038 | ||||||
2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 231,957 | 13,024 | ||||||
2025-08-05 | 13F | 新方资本有限责任公司 | 833 | 123.32 | 47 | 155.56 | ||||
2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,636 | 7.91 | 1,334 | 0.08 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 11,727 | 24.11 | 658 | 38.82 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 926 | 2.21 | 52 | 13.33 | ||||
2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 23,212 | 0.48 | 1,303 | 12.42 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 7,013,096 | 20.42 | 393,731 | 34.67 | ||||
2025-08-13 | 13F | 河流财富顾问有限责任公司 | 172,967 | 9.15 | 9,712 | 22.07 | ||||
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 | 53,400 | 25.21 | 2,698 | 8.40 | ||||
2025-08-01 | 13F | Envestnet资产管理公司 | 4,316,414 | 3.99 | 242,367 | 16.29 | ||||
2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 93,359 | 6.98 | 4,675 | -0.72 | ||||
2025-08-14 | 13F | 科学技术研究有限责任公司 | 12,040 | 676 | ||||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 36,207 | 64.65 | 2,033 | 84.15 | ||||
2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 620,709 | 31,358 | ||||||
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 | 185,342 | 16.44 | 9,282 | 8.04 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 29,861 | 24.47 | 1,677 | 39.20 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 92,963 | 23.35 | 5,220 | 37.92 | ||||
2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 102,983 | 4.11 | 5,782 | 16.43 | ||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 7,281 | 7.23 | 409 | 20.00 | ||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 8,925 | 501 | ||||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 428,522 | 81.56 | 24,062 | 103.05 | ||||
2025-05-27 | NP | STCIX - Virtus Silvant 大盘成长股票基金 A 类 | 35,766 | 3.38 | 1,796 | -13.95 | ||||
2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 34,005 | 2.95 | 2 | 0.00 | ||||
2025-06-26 | NP | AGRFX - AB成长基金A类 | 527,113 | 19.14 | 26,630 | 3.15 | ||||
2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 4,032 | 226 | ||||||
2025-07-22 | 13F | 贾米森私人财富管理公司 | 9,925 | 0.44 | 557 | 12.30 | ||||
2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 6,823 | 29.96 | 345 | 12.42 | ||||
2025-05-27 | NP | 保诚系列基金 - SP 保诚美国新兴增长投资组合 I 类 | 40,658 | 2.28 | 2,041 | -18.03 | ||||
2025-07-25 | 13F | 赛普拉斯资本集团 | 4,703 | 264 | ||||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 33,133 | 20.19 | 1,860 | 34.39 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 11,227 | 1.45 | 630 | 13.51 | ||||
2025-08-25 | NP | ANCFX - 美国基金基本投资者 A 类 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 | 8,405,184 | 17.01 | 471,951 | 30.85 | ||||
2025-07-24 | NP | FDLSX - 休闲组合 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 | 594,950 | 1.74 | 29,795 | -5.59 | ||||
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 | 160,781 | 4.76 | 8,123 | -9.30 | ||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 9,633 | 19.93 | 541 | 34.00 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 402,544 | 1.23 | 22,603 | 13.22 | ||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 3,500,550 | 32.86 | 175,308 | 23.29 | ||||
2025-07-31 | 13F | 忠利投资基金公司 | 20,500 | 6.77 | 1,151 | 19.40 | ||||
2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 2,887 | 106.81 | 146 | 79.01 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 13,807 | 4.79 | 775 | 17.25 | ||||
2025-07-01 | 13F | 卡伦投资集团有限公司 | 30,231 | 30.98 | 1,697 | 46.55 | ||||
2025-08-12 | 13F | 美国世纪公司 | 21,257,666 | 2.88 | 1,193,618 | 15.05 | ||||
2025-04-25 | 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 | 427,187 | 31.99 | 23,055 | 15.79 | ||||
2025-07-16 | 13F | 伊斯托弗投资顾问有限责任公司 | 35,022 | 10.22 | 1,966 | 23.26 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 518,651 | 23.19 | 29,122 | 38.14 | ||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 400 | 33.33 | 22 | 46.67 | ||||
2025-07-16 | 13F | 太平洋贤者合伙人有限责任公司 | 3,900 | 219 | ||||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 7,568 | 9.36 | 425 | 22.19 | ||||
2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 2,701 | 18.52 | 136 | -1.46 | ||||
2025-07-15 | 13F | 北极星投资管理公司 | 757 | 0.93 | 43 | 13.51 | ||||
2025-07-21 | 13F | 老奥罗拉第二国家银行 | 38,720 | 1.36 | 2,174 | 13.35 | ||||
2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 852,568 | 2.17 | 42,697 | -5.19 | ||||
2025-07-17 | 13F | 长滩农商信托公司 | 5,752 | 5.50 | 323 | 17.95 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 112,641 | 38.12 | 6,325 | 54.47 | ||||
2025-07-10 | 13F | 瑞典银行 | 704,433 | 1.33 | 39,554 | 13.32 | ||||
2025-08-13 | 13F | 资本国际公司/ca/ | 293,336 | 9.55 | 16,471 | 22.51 | ||||
2025-07-28 | NP | AVLV - Avantis 美国大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 915,020 | 23.75 | 45,824 | 14.83 | ||||
2025-08-12 | 13F | 维斯特资本有限公司 | 199,484 | 17,246.43 | 7 | |||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 8,439 | 474 | ||||||
2025-07-10 | 13F | 白翼财富管理 | 7,734 | 10.66 | 434 | 29.17 | ||||
2025-06-26 | NP | AWGIX - CIBC ATLAS ALL CAP GROWTH FUND 机构类别股票 | 152,046 | 1.42 | 7,681 | -12.19 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,305 | 31.55 | 65 | 22.64 | ||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 6,013 | 3.65 | 338 | 15.81 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 449,294 | 4.29 | 25,153 | 16.39 | ||||
2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 9,499 | 6.90 | 533 | 19.51 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 5,294 | 297 | ||||||
2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 16,585 | 51.95 | 831 | 40.92 | ||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 267 | 78.00 | 15 | 100.00 | ||||
2025-07-07 | 13F | Modus 顾问有限责任公司 | 50,872 | 7.30 | 2,856 | 20.00 | ||||
2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 376,182 | 1.19 | 19,005 | -12.39 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 203,438 | 2.36 | 11,423 | 14.47 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 362,632 | 7.83 | 18,320 | -6.64 | ||||
2025-08-14 | 13F | 范埃克联合公司 | 366,328 | 1.09 | 21 | 11.11 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 110,196 | 53.44 | 6,188 | 71.58 | ||||
2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 106,419 | 8.85 | 5,975 | 21.72 | ||||
2025-05-22 | NP | 德国 DWS 变量系列 II - DWS Global Income Builder VIP A 级 | 223 | 1,073.68 | 11 | -74.42 | ||||
2025-08-13 | 13F | 首都国际有限公司 | 37,508 | 2,106 | ||||||
2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 2,200 | 120.00 | 110 | 107.55 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 3,328 | 10.71 | 187 | 24.00 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 485,018 | 8.10 | 27 | 22.73 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 44 | 175.00 | 2 | |||||
2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,591 | 78.28 | 314 | 99.36 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 330,449 | 6.61 | 18,555 | 19.23 | ||||
2025-08-08 | 13F | 道明资本管理有限公司 | 244 | 125.93 | 14 | 160.00 | ||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 9,741 | 0.06 | 547 | 11.89 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 922 | 48.71 | 52 | 64.52 | ||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 3,658 | 205 | ||||||
2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 209,178 | 0.32 | 11,745 | 12.19 | ||||
2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 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 | 5,767,764 | 42.09 | 288,850 | 31.85 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 637,711 | 3.30 | 30,504 | 6.31 | ||||
2025-07-14 | 13F | 格里斯金融有限公司 | 6,103 | 8.17 | 343 | 20.85 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 813,638 | 40.97 | 45,686 | 57.65 | ||||
2025-08-05 | 13F | 康纳布尔办公公司 | 31,562 | 0.34 | 1,772 | 12.22 | ||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 28,279 | 6.44 | 1,614 | 20.91 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 72,420 | 8.22 | 4,066 | 21.01 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 45,411 | 21.46 | 2,274 | 12.74 | ||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 117,378 | 4.42 | 5,930 | -9.59 | ||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 9,609 | 1.25 | 540 | 13.24 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 50 | 92.31 | 3 | 100.00 | ||||
2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 3,900 | 219 | ||||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 大盘成长投资组合 A 类 | 306,730 | 5.68 | 17,223 | 18.19 | ||||
2025-08-15 | 13F | 查普曼金融集团有限公司 | 19,391 | 0.58 | 1,089 | -6.37 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 244,893 | 30.59 | 13,751 | 46.04 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 436,200 | 35.97 | 24,493 | 52.06 | |||
2025-07-23 | 13F | 兰辛街顾问公司 | 296,052 | 0.04 | 16,623 | 11.88 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 37,021 | 2.28 | 1,859 | -14.85 | ||||
2025-07-25 | 13F | CWM有限公司 | 73,591 | 25.73 | 4 | 100.00 | ||||
2025-08-14 | 13F | 道富银行 | 56,389,460 | 0.25 | 3,166,268 | 12.11 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 33,023 | 57.76 | 1,854 | 76.40 | ||||
2025-07-15 | 13F | GSB 财富管理有限责任公司 | 3,645 | 205 | ||||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 494,300 | 253.83 | 27,755 | 295.69 | |||
2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 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 | 5,956 | 38.54 | 301 | 20.00 | ||||
2025-07-24 | NP | FDGRX - 富达成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,064,401 | 0.26 | 103,385 | -6.97 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 23,880 | 14.14 | 1,341 | 24.07 | ||||
2025-06-26 | NP | TMCGX - Thrivent 中型成长基金 S 级 | 8,573 | 20.37 | 433 | 4.34 | ||||
2025-08-13 | 13F | 蓝鳍资本公司 | 15,862 | 2.24 | 891 | -4.81 | ||||
2025-06-25 | NP | MNCCX - Pro-Blend(R) 保守术语系列 L 级 | 23,466 | 1,186 | ||||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 724,004 | 0.76 | 36,258 | -6.50 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 9,404 | 9.04 | 528 | 21.94 | ||||
2025-07-16 | NP | CGGO - Capital Group 全球成长股票 ETF 股份类别 | 1,530,423 | 4.69 | 76,644 | -2.86 | ||||
2025-08-07 | 13F | 比斯富尔默投资管理公司 | 5,347 | 5.67 | 300 | 18.11 | ||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 7,492 | 51.54 | 421 | 69.35 | ||||
2025-07-28 | NP | VCAAX - 资产配置基金 | 19,513 | 0.17 | 977 | -7.04 | ||||
2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 1,765,618 | 8.69 | 99,139 | 21.55 | ||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 3,618 | 5.33 | 203 | 18.02 | ||||
2025-07-11 | 13F | 比特币资本管理公司 | 13,284 | 21.72 | 746 | 36.20 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 93 | 27.40 | 5 | 66.67 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 588,913 | 2.61 | 33,067 | 14.75 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通中型成长基金 (a) | 342,261 | 10.16 | 19,218 | 23.19 | ||||
2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 8,079 | 454 | ||||||
2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 6,619 | 45.54 | 372 | 62.72 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Janus 专注增长投资组合 1 级 | 74,743 | 3,776 | ||||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 19,270 | 1,082 | ||||||
2025-04-28 | NP | NBCC - Neuberger Berman 下一代互联消费者 ETF | 1,797 | 63.36 | 97 | 43.28 | ||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 120 | 6 | ||||||
2025-08-13 | 13F | 基尔特集团有限公司 | 135 | 8 | ||||||
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 | 101,746 | 2.31 | 5,095 | -5.07 | ||||
2025-07-21 | 13F | DHJJ财务顾问有限公司 | 2,500 | 140 | ||||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 84 | 4 | ||||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 17,952 | 37.48 | 1,008 | 53.89 | ||||
2025-07-22 | 13F | 资本顾问公司/ok | 7,089 | 0.58 | 398 | 12.75 | ||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 19,208 | 28.18 | 1,079 | 43.35 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 296,702 | 0.33 | 14,859 | -6.90 | ||||
2025-08-12 | 13F | MAI资本管理 | Call | 67 | -77.74 | |||||
2025-08-13 | 13F | Westerkirk资本公司 | 108,350 | 6,084 | ||||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 109,976 | 2.73 | 5,508 | -4.67 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 24,427 | 65.55 | 1,372 | 85.27 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 3,019,900 | 15.17 | 169,567 | 28.80 | |||
2025-06-27 | NP | TWSMX - 战略配置:中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,178 | 128.35 | 615 | 128.62 | ||||
2025-07-21 | 13F | 上升集团有限责任公司 | 5,752 | 3.47 | 323 | 15.41 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 24,545 | 8.60 | 1,378 | 21.52 | ||||
2025-08-13 | 13F | 奥西亚姆 | 372,913 | 181.86 | 20,939 | 215.20 | ||||
2025-07-23 | 13F | 石门投资集团有限责任公司 | 54,774 | 271.68 | 3,076 | 316.10 | ||||
2025-08-13 | 13F | 加贝利基金有限责任公司 | 421,576 | 0.04 | 23,671 | 11.88 | ||||
2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 686,537 | 7.19 | 34,684 | -7.20 | ||||
2025-08-14 | 13F | 富国银行/百万 | Put | 462,000 | 130.77 | 25,941 | 158.07 | |||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 676,263 | 17.55 | 37,972 | 31.46 | ||||
2025-08-14 | 13F | 富国银行/百万 | 4,786,882 | 10.30 | 268,783 | 23.35 | ||||
2025-08-14 | 13F | 富国银行/百万 | Call | 1,149,000 | 64,516 | |||||
2025-07-17 | 13F | 生成投资管理有限公司 | 139,409 | 7,828 | ||||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 597 | 26 | ||||||
2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 4,627 | 10.11 | 260 | 23.33 | ||||
2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 165 | 8 | ||||||
2025-07-16 | 13F | 布朗,莱尔/卡明斯公司 | 150 | 500.00 | 8 | 700.00 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 297 | 36.87 | 0 | |||||
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 | 619,722 | 1.57 | 34,797 | 13.59 | ||||
2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 1,664,316 | 7.91 | 93,451 | 20.67 | ||||
2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 84,400 | 15.36 | 4,264 | -0.12 | ||||
2025-07-14 | 13F | 银行家有限责任公司 | 5,695 | 1.03 | 320 | 12.72 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 37,437 | 8.94 | 2,102 | 23.50 | ||||
2025-07-21 | 13F | 三合财富合伙有限公司 | 8,976 | 23.25 | 504 | 38.08 | ||||
2025-08-14 | 13F | 迈尔斯电力公司 | 3,660 | 206 | ||||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 1,850 | 93 | ||||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 68,434 | 8.10 | 3,843 | 20.89 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 1,883,547 | 105,761 | ||||||
2025-08-13 | 13F | 挪威银行 | 17,839,154 | 1,001,668 | ||||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 22,562 | 7.70 | 1,267 | 20.46 | ||||
2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 75,900 | 22.42 | 4,262 | 36.88 | ||||
2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 17,811 | 26.54 | 1,000 | 41.64 | ||||
2025-07-16 | 13F/A | CX 机构 | 8,734 | 8.67 | 0 | |||||
2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 385,137 | 88.58 | 21,625 | 110.89 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 7,900 | 12.06 | 444 | 25.50 | ||||
2025-07-22 | 13F | 优势投资伙伴有限责任公司 | 817,032 | 13.24 | 45,876 | 26.64 | ||||
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 | 619,354 | 0.78 | 31,290 | -12.74 | ||||
2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 43,768 | 27.53 | 2,211 | 10.44 | ||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 6,686 | 3.66 | 375 | 16.10 | ||||
2025-08-11 | 13F | 交响金融有限公司 | 68,023 | 3,819 | ||||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 238,784 | 1.46 | 12,063 | -12.16 | ||||
2025-08-04 | 13F | 俄亥俄州 | 1,885,338 | 1.17 | 105,862 | 13.13 | ||||
2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 1,102,320 | 6.78 | 61,895 | 19.41 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 753,010 | 3.50 | 38,042 | -10.39 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 2,596,483 | 7.07 | 145,793 | 19.74 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 3,640 | 73.25 | 184 | 50.00 | ||||
2025-08-25 | NP | MEFAX - MassMutual Select 中盘增长基金 A 类 | 152,906 | 5.68 | 8,586 | 18.19 | ||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 102 | 50.00 | 6 | 66.67 | ||||
2025-08-14 | 13F | 停战资本有限公司 | 325,847 | 185.83 | 18,296 | 219.69 | ||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 10,727 | 0.07 | 602 | 11.90 | ||||
2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 9,270 | 0.22 | 521 | 12.07 | ||||
2025-08-13 | 13F | 景顺有限公司 | 6,003,132 | 5.66 | 337,076 | 18.16 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 17,546 | 4.50 | 985 | 16.84 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 21,181 | 0.97 | 1,070 | -12.58 | ||||
2025-08-14 | 13F | 财务咨询服务公司 | 38,158 | 662.85 | 2,143 | 753.39 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 124,079 | 59.75 | 6,193 | 39.05 | ||||
2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 88,710 | 4,981 | ||||||
2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 3,192 | 6,284.00 | 160 | 1.92 | ||||
2025-08-13 | 13F | 资本国际投资者 | 27,026,269 | 54.82 | 1,517,039 | 73.11 | ||||
2025-08-14 | 13F | 财务顾问网络公司 | 5,574 | 9.14 | 313 | 21.88 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 159 | 9 | ||||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 3,989,176 | 19.40 | 223,992 | 33.53 | ||||
2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,125 | 1,108 | ||||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 4,443 | 250 | ||||||
2025-08-13 | 13F | 温斯洛资本管理有限公司 | 10,705,985 | 20.13 | 601,141 | 34.34 | ||||
2025-08-14 | 13F | 萨姆林资本有限公司 | Call | 630,400 | 35,397 | |||||
2025-08-14 | 13F | 运营顾问有限责任公司 | 450 | 25 | ||||||
2025-07-28 | 13F | 波士顿信托华登公司 | 41,897 | 9.19 | 2,353 | 22.12 | ||||
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 | 256,331 | 1.95 | 14,393 | 14.01 | ||||
2025-07-16 | 13F | Pictet & Cie(欧洲)SA | 1,491,721 | 0.20 | 83,760 | 12.05 | ||||
2025-08-04 | 13F | 惠伦财富管理公司 | 18,920 | 1,062 | ||||||
2025-07-29 | NP | SHRAX - ClearBridge 积极增长基金 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 | 1,406,100 | 6.95 | 70,417 | -0.76 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 10,474 | 29.79 | 588 | 45.19 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 46 | 3 | ||||||
2025-08-12 | 13F | 贝莱德公司 | 111,653,839 | 1.86 | 6,269,363 | 13.91 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 153,007 | 20.63 | 8,591 | 34.91 | ||||
2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 560,300 | 28,060 | ||||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 202,474 | 5.68 | 10,350 | 14.42 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 261,114 | 3.56 | 14,662 | 15.81 | ||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 4,140 | 3.50 | 232 | 16.00 | ||||
2025-07-30 | NP | VUSE - Vident 核心美国股票基金 | 145,483 | 6.70 | 7,286 | -0.99 | ||||
2025-08-18 | 13F/A | 野村控股公司 | 185,164 | 245.05 | 10,397 | 285.89 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 32,090 | 3.61 | 1,802 | 15.82 | ||||
2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 5,701 | 6.26 | 320 | 18.96 | ||||
2025-04-23 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 421 | 166.46 | 23 | 144.44 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 3,413,500 | 75.76 | 191,668 | 96.56 | |||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 8,304 | 4.93 | 466 | 17.38 | ||||
2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 1,053 | 5.30 | 59 | 18.00 | ||||
2025-08-08 | 13F | 联合资产策略公司 | 18,730 | 1,052 | ||||||
2025-08-14 | 13F | 大和证券集团公司 | 223,471 | 1.62 | 13 | 9.09 | ||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 80,694 | 5.52 | 4,041 | -2.08 | ||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 2,615 | 13.55 | 147 | 26.96 | ||||
2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 14,149 | 8.91 | 794 | 21.78 | ||||
2025-04-01 | NP | KCGIX - 哥伦布骑士大盘成长基金 I 股 | 39,613 | 1.67 | 2,311 | 6.40 | ||||
2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 1,191 | 6.43 | 60 | -1.67 | ||||
2025-04-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 63,937 | 0.65 | 3,451 | -11.70 | ||||
2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 97,809 | 7.93 | 4,941 | -6.54 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 10,037 | 20.99 | 564 | 35.34 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 100,371 | 0.07 | 5,636 | 11.92 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 164,547 | 11.28 | 8,313 | -3.66 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -66,871 | 16.60 | -3,755 | 30.39 | |||
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 | 684,628 | 0.37 | 38,442 | 12.24 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,584,386 | 2.52 | 88,963 | 14.65 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 18,092 | 2.17 | 1,016 | 14.17 | ||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 886 | 6.36 | 44 | 0.00 | ||||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 134,179 | 1.63 | 7,534 | 13.65 | ||||
2025-08-13 | 13F | HAP 贸易有限公司 | Put | 108,300 | 23.91 | 692 | -22.51 | |||
2025-08-13 | 13F | HAP 贸易有限公司 | Call | 40,400 | 26.25 | 111 | 182.05 | |||
2025-08-08 | 13F | 哈特兰有限公司 | 53,844 | 19.43 | 3,023 | 33.58 | ||||
2025-07-25 | NP | SCHG - 嘉信美国大盘成长 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 | 2,087,840 | 6.30 | 104,559 | -1.36 | ||||
2025-07-08 | 13F | NBC 证券公司 | 1,433 | 4.52 | 0 | |||||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 159,600 | 103.31 | 8,962 | 127.38 | |||
2025-06-25 | NP | EXEYX - 股票系列 S 级 | 25,112 | 1,269 | ||||||
2025-08-18 | 13F/A | 野村控股公司 | Call | 560,100 | 250.06 | 31,450 | 291.50 | |||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 117,200 | 6,581 | |||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 40,213 | 0.99 | 2,258 | -0.09 | ||||
2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 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 | 6,155 | 2.40 | 311 | -11.43 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 2,376 | 72.67 | 119 | 59.46 | ||||
2025-07-22 | 13F | 中吴投资集团有限公司 | 300 | 17 | ||||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 156,646 | 4.19 | 8,796 | 16.52 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 47,524 | 30.70 | 2,380 | 21.30 | ||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 1,069,270 | 1.93 | 60,040 | 13.99 | ||||
2025-06-30 | NP | VMGRX - 先锋中型成长基金投资者股票 | 280,743 | 53.91 | 14,183 | 33.26 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 3,800 | 213 | |||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 75,990 | 0.53 | 4,267 | 12.41 | ||||
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 | 82,008 | 34.45 | 4,605 | 50.36 | ||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 245 | 63.33 | 14 | 85.71 | ||||
2025-08-12 | 13F | 富通资本管理有限公司 | 9,225 | 518 | ||||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 6,754 | 4.84 | 379 | 17.34 | ||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 30,204 | 14.10 | 1,696 | 27.54 | ||||
2025-07-29 | 13F | 私人信托公司 | 32,026 | 4.09 | 1,798 | 16.45 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 56 | 3 | ||||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 46,093 | 14.95 | 2,588 | 28.56 | ||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 54,466 | 6.30 | 3,058 | 18.90 | ||||
2025-08-28 | NP | RSMOX - Victory RS 中型成长基金 A 类 | 6,470 | 2,056.67 | 363 | -58.37 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 51,955 | 96.35 | 2,917 | 119.65 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 130,624 | 220.69 | 7,335 | 198.62 | ||||
2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 266,002 | 1.99 | 14,936 | 14.07 | ||||
2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 2,724,684 | 24.49 | 137,651 | 7.78 | ||||
2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 76 | -7.32 | ||||||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 16,749 | 1.53 | 940 | 13.53 | ||||
2025-08-05 | 13F | Versor投资有限公司 | 33,355 | 194.11 | 1,873 | 229.00 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 18,703,709 | 80.20 | 1,050,218 | 102.73 | ||||
2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 500 | 28 | ||||||
2025-03-28 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 22,619 | 39.19 | 1,320 | 45.58 | ||||
2025-08-13 | 13F | WCG 财富顾问有限责任公司 | 15,004 | 842 | ||||||
2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 65,400 | 23.63 | 3,672 | 38.25 | ||||
2025-07-28 | NP | FDG - 美国世纪聚焦动态增长 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 | 143,987 | 2.48 | 7,211 | -4.91 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 1,059,791 | 8.14 | 59,507 | 20.96 | ||||
2025-09-03 | 13F | 美国信托 | 14,853 | 4.83 | 834 | 17.16 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,620 | 108.77 | 259 | 133.33 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 1,196,800 | 51.76 | 67,200 | 69.72 | |||
2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 1,809,247 | 0.40 | 101,589 | 12.28 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 14,647 | 11.57 | 851 | 28.98 | ||||
2025-08-14 | 13F | USS投资管理有限公司 | 224,072 | 1.24 | 12,583 | 13.23 | ||||
2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 5,679 | 5.30 | 315 | 17.16 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 649 | 38.38 | 36 | 56.52 | ||||
2025-06-25 | NP | MNMCX - Pro-Blend(R) 中期系列 L 级 | 47,103 | 2,380 | ||||||
2025-08-11 | NP | VOLMX - 容量基金 | 9,000 | 505 | ||||||
2025-07-08 | 13F | E. Ohman J:或资产管理公司 | 59,234 | 0.33 | 3,326 | 12.18 | ||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 1,431 | 80 | ||||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘核心股票投资组合 | 74,206 | 37.10 | 4,167 | 53.33 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 8,016 | 0.70 | 450 | 12.78 | ||||
2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 13,688 | 0.89 | 685 | -6.42 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 4,747 | 25.05 | 267 | 40.00 | ||||
2025-08-14 | 13F | TCW集团公司 | 20,269 | 0.99 | 1,138 | 13.01 | ||||
2025-08-05 | 13F | 直布罗陀资本管理公司 | 88,501 | 2.31 | 4,969 | 14.41 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 4,703 | 25.48 | 264 | 40.43 | ||||
2025-07-30 | NP | MVEIX - Monteagle Select 价值基金机构类别 | 5,400 | 270 | ||||||
2025-08-26 | NP | 机构投资策略基金 | 94 | 5.62 | 5 | 25.00 | ||||
2025-08-08 | 13F | 多拉齐奥联合公司 | 3,839 | 216 | ||||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 41,885 | 0.20 | 2,116 | -13.24 | ||||
2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 5,047 | 19.82 | 283 | 34.12 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 1,109 | 20.41 | 62 | 34.78 | ||||
2025-08-12 | 13F | 万国数据财富管理 | 173,422 | 27.59 | 9,738 | 42.69 | ||||
2025-08-11 | 13F | 西太平洋银行 | 157,727 | 16.13 | 8,856 | 29.87 | ||||
2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 1,547 | 66 | ||||||
2025-05-30 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-23 | NP | VALLX - 专注于价值线大型公司的基金公司 | 110,000 | 10.00 | 5,523 | -8.41 | ||||
2025-03-31 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | ISAM 基金(英国)有限公司 | 6,457 | 363 | ||||||
2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 2,129 | 1,512.88 | 107 | -62.41 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 396,223 | 0.04 | 22,248 | 11.87 | ||||
2025-08-01 | 13F | 红木公园顾问有限公司 | 10 | 1 | ||||||
2025-08-26 | NP | GRZZX-Leuthold Grizzly Short基金 | Short | -8,048 | -452 | |||||
2025-08-08 | 13F | Impax资产管理集团有限公司 | 475,171 | 33.07 | 26,681 | 48.81 | ||||
2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 92,985 | 2.71 | 5,221 | 23.60 | ||||
2025-08-01 | 13F | 莫特科 | 196,756 | 4.89 | 8,437 | -10.43 | ||||
2025-07-31 | 13F | 资金存管及寄售 | 123,218 | 13.59 | 6,919 | 27.03 | ||||
2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 5,131 | 6.39 | 288 | 19.01 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 17,071 | 49.17 | 959 | 66.90 | ||||
2025-07-16 | 13F | 国会资产管理公司/马 | 1,906,169 | 9.05 | 107,031 | 21.95 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 567 | 13.40 | 32 | 24.00 | ||||
2025-07-17 | 13F | 景顺有限公司 | 15,582 | 9.69 | 875 | 22.58 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 66,372 | 22.83 | 3,727 | 37.34 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 35 | 2 | ||||||
2025-08-14 | 13F | 布拉姆斯希尔投资有限责任公司 | 10,000 | 562 | ||||||
2025-08-12 | 13F | 安普夸银行 | 4,476 | 248 | ||||||
2025-08-14 | 13F | 蓝云杉投资有限公司 | 3,930,732 | 24,760.74 | 220,711 | 27,732.28 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 4,629 | 260 | ||||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 329 | 18 | ||||||
2025-08-12 | 13F | 摩根大通公司 | 63,944,630 | 14.20 | 3,590,507 | 27.71 | ||||
2025-03-27 | NP | PWS - Pacer WealthShield ETF | 946 | 3,403.70 | 55 | -15.38 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 5,660 | 15.65 | 318 | 29.39 | ||||
2025-08-12 | 13F | 摩根大通公司 | Put | 100,300 | 5.58 | 5,632 | 18.08 | |||
2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 21,896 | 198.64 | 1,229 | 233.97 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 2,238,203 | 32.21 | 125,675 | 47.85 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | 67,500 | 3,790 | ||||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 96,800 | 93.60 | 5,435 | 116.53 | |||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 26,643 | 29.44 | 1,334 | 20.18 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 120,300 | 53.44 | 6,755 | 71.60 | |||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,281,609 | 0.91 | 71,962 | 12.85 | ||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 39,302 | 276.56 | 2,207 | 320.99 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 155,000 | 99.49 | 8,703 | 123.10 | |||
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 | 18,337 | 1.05 | 1,030 | 12.95 | ||||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 254,315 | 18.74 | 12,736 | 10.18 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 359,707 | 44.78 | 20,198 | 61.91 | ||||
2025-05-29 | NP | SEASONS SERIES TRUST - SA T. Rowe 价格增长股票投资组合 1 类 | 40,759 | 7.58 | 2,047 | -10.42 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 12,559 | 99.16 | 705 | 123.10 | ||||
2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 1,088 | 204.76 | 54 | 184.21 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 42,073 | 30.63 | 2,362 | 46.07 | ||||
2025-07-08 | 13F | 梯度投资有限责任公司 | 28,894 | 33.45 | 1,622 | 49.22 | ||||
2025-06-27 | NP | TWHIX - 传统基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,803,041 | 15.89 | 91,090 | 0.34 | ||||
2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 825,999 | 46,380 | ||||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 351,283 | 7.69 | 17,747 | -6.77 | ||||
2025-08-14 | 13F | 水产资本管理有限责任公司 | 449,182 | 15.88 | 25,222 | 29.59 | ||||
2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 4,028 | 226 | ||||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 19,583 | 11.41 | 981 | 3.38 | ||||
2025-08-14 | 13F | 圆财富管理有限公司 | 16,312 | 0.54 | 916 | 12.41 | ||||
2025-07-21 | 13F | 山顶国家银行 | 45,931 | 3.03 | 2,579 | -4.06 | ||||
2025-08-12 | 13F | DnB 资产管理公司 | 251,132 | 5.67 | 14,101 | 18.18 | ||||
2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 100 | 5 | ||||||
2025-08-14 | 13F | 山顶控股公司 | 30,930 | 2.94 | 1,737 | 15.12 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 55,788 | 2.22 | 3,132 | 14.31 | ||||
2025-07-09 | 13F | 湖山财富管理有限责任公司 | 9,268 | 0.93 | 520 | 12.80 | ||||
2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 28,866 | 1,621 | ||||||
2025-08-14 | 13F | Unisphere成立 | 1,353,000 | 784.31 | 75,971 | 888.94 | ||||
2025-08-14 | 13F | 水路财富管理有限责任公司 | 24,464 | 1,374 | ||||||
2025-08-15 | 13F | 龙骨点有限责任公司 | 18,030 | 3.32 | 1,012 | 15.53 | ||||
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 | 4,085 | 20.79 | 206 | 4.57 | ||||
2025-07-14 | 13F | 战略规划公司 | 84,419 | 4,239 | ||||||
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 | 30,133 | 5.21 | 1,692 | 17.59 | ||||
2025-08-14 | 13F | 西永资本有限公司 | 13,389 | 29.32 | 752 | 44.70 | ||||
2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 323 | 18 | ||||||
2025-08-14 | 13F | 千禧管理有限公司 | 3,390,474 | 65.37 | 190,375 | 84.93 | ||||
2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 11,269 | 564 | ||||||
2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 86,071 | 382.54 | 4,833 | 439.89 | ||||
2025-08-14 | 13F | 尼什卡玛资本有限责任公司 | Call | 4,000,700 | 224,639 | |||||
2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 12,453 | 699 | ||||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 65 | 12.28 | ||||||
2025-06-27 | NP | Calamos ETF 信托 - Calamos Antetokounmpo 全球可持续股票 ETF | 2,315 | 117 | ||||||
2025-07-24 | 13F | 峰会广场财务顾问有限责任公司 | 46,208 | 2,595 | ||||||
2025-08-26 | NP | BNGLX - 瑞银全球配置基金 A 类 | 6,271 | 48.74 | 352 | 66.82 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 96,226 | 2.19 | 5,403 | 14.28 | ||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 16,262 | 0.15 | 814 | -7.08 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 34,910 | 1.54 | 1,764 | -12.11 | ||||
2025-07-23 | 13F | 加格农证券有限公司 | 146,548 | 0.50 | 8,229 | 12.39 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 493,300 | 55.62 | 27,699 | 74.03 | |||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 4,362 | 0.86 | 245 | 12.44 | ||||
2025-07-21 | 13F | 惠兰金融 | 10,626 | 44.65 | 597 | 61.96 | ||||
2025-08-07 | 13F | 戴维森资本管理公司 | 56,164 | 9.05 | 3,154 | 21.97 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,406,605 | 1.24 | 78,981 | 13.21 | ||||
2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 4,480 | 122.33 | 226 | 93.16 | ||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 2,840 | 118.46 | 142 | 118.46 | ||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 7,667 | 20.87 | 431 | 35.22 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 1,198,011 | 4.82 | 60,524 | -9.25 | ||||
2025-04-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 1,873 | 26.55 | 101 | 10.99 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 220,000 | 51.72 | 12,353 | 69.68 | |||
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 | 50,962 | 8.14 | 2,862 | 20.92 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 396,506 | 6.18 | 22,629 | 20.68 | ||||
2025-08-28 | 13F | 汇添富资产管理有限公司 | 20,961 | 79.75 | 1,177 | 101.03 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 109 | 678.57 | 6 | |||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 1,700 | 95 | |||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 9,681 | 7.13 | 489 | -7.21 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 228,310 | 2.79 | 11,434 | -4.62 | ||||
2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 326 | 22.10 | 16 | 0.00 | ||||
2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 124 | 7 | ||||||
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 | 778,419 | 0.17 | 38,983 | -7.05 | ||||
2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 100 | 6 | ||||||
2025-05-16 | 13F | 红木投资有限责任公司 | 34,526 | 32.89 | 1,734 | 10.66 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 38,244,207 | 1.55 | 2,147,412 | 13.57 | ||||
2025-07-14 | 13F | UMA 金融服务公司 | 890 | 6.71 | 50 | 19.51 | ||||
2025-06-24 | NP | MLAAX - MainStay 大盘成长基金 A 类 | 4,961,252 | 9.89 | 250,642 | -4.86 | ||||
2025-08-08 | 13F | 枫树资本管理公司 | 355,336 | 7.46 | 19,952 | 20.18 | ||||
2025-07-24 | 13F | 石桥金融集团有限公司 | 5,185 | 0.47 | 291 | 12.36 | ||||
2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 4,523 | 254 | ||||||
2025-08-14 | 13F | 都铎投资公司等 | 139,115 | 32.65 | 7,811 | 48.36 | ||||
2025-07-29 | NP | 古根海姆战略机会基金 | 319 | 22.22 | 16 | 7.14 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 380,800 | 21,382 | |||||
2025-08-11 | 13F | 野村资产管理有限公司 | 748,879 | 3.09 | 42,050 | 15.29 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Put | 134,400 | 7,547 | |||||
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 | 2,512,734 | 0.09 | 125,838 | -7.12 | ||||
2025-07-14 | 13F | Fonder AB 取得进展 | 91,453 | 9.78 | 5,135 | 18.51 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 88,213 | 246.87 | 4,953 | 288.17 | ||||
2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 1,213,861 | 155.12 | 61,324 | 120.89 | ||||
2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿战略多资产投资组合 1 级 | 21,906 | 11.17 | 1,230 | 24.37 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 165,298 | 2.40 | 9,281 | 14.51 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 17,490 | 50.52 | 982 | 40.29 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 5,488,949 | 7.27 | 308,204 | 19.96 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 37,306 | 2,095 | ||||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 8,174 | 3.97 | 409 | -3.54 | ||||
2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 42,678 | 10.03 | 2,396 | 23.06 | ||||
2025-08-14 | 13F | SummitTX Capital,LP | 43,121 | 2,421 | ||||||
2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | 485,793 | 72.61 | 27,277 | 93.04 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 4,253 | 239 | ||||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 102,796 | 80.62 | 5,772 | 102.00 | ||||
2025-07-15 | 13F | 马丁资本顾问有限公司 | 38,897 | 2.64 | 2,184 | 14.83 | ||||
2025-07-29 | NP | PFGEX - Parnassus 成长股票基金投资者股票 | 17,930 | 1.88 | 1,007 | 13.93 | ||||
2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 6,430 | 7.72 | 361 | 20.74 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 1,396,800 | 50.65 | 78 | 69.57 | |||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 569,555 | 6.96 | 28,774 | -7.39 | ||||
2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,947,914 | 8.07 | 97,552 | 0.28 | ||||
2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 8,965 | 503 | ||||||
2025-06-26 | NP | USGLX - 美国全球领袖成长基金A级 | 933,582 | 47,165 | ||||||
2025-08-14 | 13F | 红木金融网络公司 | 4,210 | 2.11 | 236 | 14.01 | ||||
2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,882 | 1.66 | 2,015 | -12.01 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 1,565,100 | 23.10 | 88 | 38.10 | |||
2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 1,300 | 73 | ||||||
2025-08-05 | 13F | Simplex 贸易有限公司 | 333,998 | 19 | ||||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 12,100 | 27.54 | 679 | 42.65 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 17,351 | 36.69 | 974 | 52.90 | ||||
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 | 89,829 | 5.14 | 4,538 | -8.97 | ||||
2025-07-09 | 13F | 太阳点有限责任公司 | 18,896 | 1,061 | ||||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 48,950 | 14.77 | 2,451 | 6.52 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 20 | 1 | ||||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 592,236 | 5.30 | 29,920 | -8.83 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 292 | 16 | ||||||
2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 1,685 | 10.13 | 95 | 23.68 | ||||
2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 26,815 | 6.56 | 1,506 | 19.16 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 1,290 | 29.00 | 75 | 47.06 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 1,042,900 | 16.46 | 58,559 | 30.24 | |||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 308 | 17 | ||||||
2025-05-27 | 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 | 2,244 | 113 | ||||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 9,302,000 | 98.68 | 522,307 | 122.18 | |||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 236,003 | 3.88 | 13,252 | 16.17 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 142 | 1,320.00 | 8 | |||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 7,229,499 | 167.12 | 405,936 | 198.73 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 29 | 2 | ||||||
2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 2 | 100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 投资伙伴资产管理公司 | 8,084 | 5.41 | 454 | 17.66 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 327,303 | 10.50 | 18,368 | 23.40 | ||||
2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 257,300 | 20.07 | 14,447 | 34.27 | ||||
2025-07-17 | 13F | 贝内特·塞尔比投资有限责任公司 | 7,392 | 6.01 | 415 | 18.57 | ||||
2025-08-12 | 13F | 17 资本合伙公司 | 11,237 | 6.59 | 631 | 19.09 | ||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 907 | 51 | ||||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 91,808 | 10.54 | 4,610 | -7.97 | ||||
2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 6,667 | 3.09 | 374 | 15.43 | ||||
2025-08-13 | 13F | 丹尔财富管理有限公司 | 4,990 | 214 | ||||||
2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 650 | 62.50 | 36 | 80.00 | ||||
2025-07-29 | NP | PARNX - Parnassus 基金投资者股票 | 365,651 | 133.00 | 20,531 | 160.58 | ||||
2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,343 | 7.69 | 1,928 | 20.42 | ||||
2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 4,763,528 | 24.96 | 238,557 | 15.96 | ||||
2025-07-07 | 13F | 佛得资本管理公司 | 35,878 | 6.09 | 2,015 | 18.61 | ||||
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 | 409,879 | 17.05 | 20,707 | 1.34 | ||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 204,394 | 19.63 | 11,477 | 33.78 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 67,786 | 3,806 | ||||||
2025-07-16 | 13F | 注册财务顾问有限责任公司 | 3,569 | 200 | ||||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 80,868 | 2.29 | 4,541 | 14.39 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪资本增值基金标准类 | 146,780 | 16.98 | 8,242 | 30.81 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 59 | 3 | ||||||
2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 5,413 | 6.77 | 304 | 19.29 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 4,872 | 54.86 | 274 | 73.89 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 103 | 6 | ||||||
2025-04-28 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 6,868 | 4,736.62 | 371 | -16.67 | ||||
2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,911 | 8.14 | 296 | 0.34 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 88,484 | 5.86 | 4,431 | -1.77 | ||||
2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 2,527 | 82.32 | 127 | 51.81 | ||||
2025-06-11 | NP | KTRAX - DWS Global Income Builder 基金 A 级 | 1,700 | 86 | ||||||
2025-08-06 | 13F | 西耶纳管理 | 144,233 | 11.04 | 7,394 | 16.64 | ||||
2025-07-25 | 13F | 北美社区银行 | 21,640 | 18.12 | 1,215 | 32.21 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 1,726,962 | 36.64 | 97 | 52.38 | ||||
2025-03-25 | 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 | 95,374 | 194.75 | 5,565 | 208.48 | ||||
2025-08-12 | 13F | 马克西投资CY有限公司 | 19,000 | 1 | ||||||
2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 67,401 | 29.74 | 3,785 | 45.09 | ||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 500 | 28 | ||||||
2025-07-22 | 13F | 马克斯集团财富管理公司 | 110,241 | 1.31 | 6,190 | 13.31 | ||||
2025-07-22 | 13F | 蓝色广场资产管理有限公司 | 46,443 | 18.62 | 2,608 | 32.67 | ||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 25 | 1 | ||||||
2025-08-06 | NP | SQBIX - X-Square 平衡基金有限责任公司机构类别 | 13,105 | 4.93 | 736 | 17.22 | ||||
2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 17,560 | 3.43 | 986 | 15.61 | ||||
2025-07-31 | 13F | 华盛顿信托顾问公司 | 2,613 | 94.42 | 147 | 117.91 | ||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 8,177 | 33.85 | 459 | 50.00 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | 21,158 | 1,188 | ||||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 2,852 | 20.03 | 160 | 34.45 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 26,144 | 0.20 | 1,321 | -13.27 | ||||
2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 200 | 11 | ||||||
2025-07-07 | 13F | RB 资本管理有限责任公司 | 42,823 | 4.39 | 2,405 | 16.76 | ||||
2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 7,184 | 403 | ||||||
2025-07-09 | 13F | 山地资本有限责任公司 | 22,191 | 2.02 | 1,246 | 14.10 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 621,328 | 4.42 | 34,888 | 16.78 | ||||
2025-08-11 | 13F | PFG 私人财富管理有限责任公司 | 5,746 | 5.61 | 323 | 17.95 | ||||
2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 20,727 | 2.80 | 1,164 | 14.92 | ||||
2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 73,140 | 20.73 | 4,107 | 35.02 | ||||
2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,825,343 | 9.53 | 344,816 | -5.17 | ||||
2025-08-13 | 13F | 顾问集团控股公司 | Put | 30 | 2 | |||||
2025-07-11 | 13F | 谢尔顿财富管理有限公司 | 25,509 | 1,432 | ||||||
2025-08-06 | 13F | 价值财富顾问有限责任公司 | 260 | 0.78 | 15 | 16.67 | ||||
2025-07-30 | 13F | 克林曼联合有限责任公司 | 3,936 | 221 | ||||||
2025-07-09 | 13F | 莱布曼金融服务公司 | 42,963 | 2,412 | ||||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 37,811 | 5.72 | 2,123 | 18.27 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 191,842 | 5.39 | 10,772 | 17.86 | ||||
2025-08-01 | 13F | 瑞穗市场开曼有限合伙人 | 107,000 | 6,008 | ||||||
2025-07-30 | NP | BFOR - 巴伦 400 ETF | 7,322 | 16.80 | 367 | 8.28 | ||||
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 | 526,650 | 2.77 | 26,375 | -4.64 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 13,559 | 36.95 | 761 | 53.12 | ||||
2025-08-13 | 13F | 克莱雷资产管理公司 | 4,226 | 0 | ||||||
2025-07-15 | 13F | 松港投资顾问公司 | 37,111 | 0.58 | 2,084 | 12.47 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 15,771 | 5.32 | 885 | 17.84 | ||||
2025-08-08 | 13F | 莫内塔金融服务公司 | 17,000 | 955 | ||||||
2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 1,501 | 13.03 | 76 | -2.60 | ||||
2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 8,225 | 5.99 | 462 | 18.51 | ||||
2025-08-26 | NP | HLGEX - 摩根大通中型成长基金 I 类 | 1,243,919 | 16.17 | 69,846 | 29.91 | ||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 209 | 7.73 | 11 | -9.09 | ||||
2025-07-18 | 13F | NRI 财富管理 LC | 49,800 | 3.05 | 2,796 | 15.25 | ||||
2025-05-30 | NP | Tidal Trust III - Unity Wealth Partners 动态资本增值及期权 ETF | 880 | 172.45 | 44 | 131.58 | ||||
2025-08-13 | 13F | 鼎石金融集团 | 76,481 | 3.03 | 3,582 | -4.05 | ||||
2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 16,000 | 14.29 | 898 | 27.92 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Call | 22,600 | 1,270 | |||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 1,352 | 0.60 | 76 | 11.94 | ||||
2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 2,720 | 72.15 | 153 | 92.41 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 2,560,272 | 66.94 | 142,671 | 89.23 | ||||
2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 1,551 | 88.92 | 78 | 65.96 | ||||
2025-07-23 | 13F | 湖滨资本集团有限公司 | 14,360 | 18.35 | 806 | 32.35 | ||||
2025-08-25 | NP | 美国基金保险系列-成长基金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 | 5,026,162 | 32.96 | 282,219 | 48.68 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 306 | 206.00 | 17 | 240.00 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 201,894 | 0.64 | 11,336 | 12.55 | ||||
2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 25,565 | 5.06 | 1,435 | 17.53 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 16,900 | 950 | |||||
2025-06-26 | NP | TBLRX - 泛美平衡 II R | 4,187 | 17.12 | 212 | 1.44 | ||||
2025-07-16 | 13F | 长荣私人财富有限责任公司 | 100 | 6 | ||||||
2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 6,349 | 0.97 | 356 | 13.02 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 8,051 | 22.45 | 452 | 36.97 | ||||
2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 207,831 | 3.28 | 11,670 | 15.50 | ||||
2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 802,319 | 16.94 | 40,180 | 8.51 | ||||
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 | 1,814,571 | 4.07 | 101,888 | 16.38 | ||||
2025-08-27 | NP | 自由全明星股票基金 | 231,246 | 12,984 | ||||||
2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 29,222,516 | 28.57 | 1,463,464 | 19.30 | ||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 41,680 | 2.86 | 2,340 | 15.04 | ||||
2025-07-22 | 13F | 旧国家银行/in/ | 155,156 | 8,712 | ||||||
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 | 80 | 21.21 | 4 | 33.33 | ||||
2025-08-05 | 13F | X-Square 资本有限责任公司 | 49,597 | 0.62 | 3 | 0.00 | ||||
2025-08-14 | 13F | 阳光地带证券公司 | 12,167 | 13.42 | 734 | 36.25 |