机构和基金投资人持股 - 买家
在富达国家信息服务公司中开设新头寸的主要持有者包括 PKW - 景顺回购成功者 ETF, Glenmede投资管理有限公司, Kodai资本管理有限责任公司, 中西部信托公司, BASV - 布朗咨询可持续价值ETF, 阿莱特资本管理有限公司, 桑德勒资本管理公司, 第一美国信托公司、联邦安全局, 交响金融有限公司, 瑞穗证券美国有限公司, MOJAX - Power Momentum Index 基金 A 类股票, FQUAX - AMG FQ 多空股票基金 N 类, Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票, MASTERINVEST 资本投资有限公司, 布莱斯角资本有限责任公司, 多策略成长与收益基金, 修订者财富管理有限责任公司, 沃隆资本管理有限公司, 多元化咨询服务有限公司, 和 西维亚资本合伙人有限责任公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-01 | 13F | Envestnet资产管理公司 | 1,690,210 | 3.41 | 137,600 | 12.73 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通中盘价值基金服务类别 | 70,782 | 6.66 | 5,762 | 16.29 | ||||
2025-08-26 | NP | VGIIX - 摩根大通成长和收益基金 I 类 | 592,414 | 476.00 | 48,228 | 520.54 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 69,682 | 3.60 | 5,673 | 12.92 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 1,800 | 147 | |||||
2025-07-07 | 13F | RB 资本管理有限责任公司 | 4,872 | 0.47 | 397 | 9.39 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 7,300 | 421.43 | 594 | 471.15 | |||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 11,005 | 13.17 | 896 | 23.28 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 13,220 | 9.21 | 1,076 | 10.13 | ||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 1,740 | 1.58 | 142 | 11.02 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 6,820 | 9.24 | 538 | 5.71 | ||||
2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 180,879 | 4.53 | 14,725 | 13.94 | ||||
2025-07-08 | 13F | RMR 财富创造者 | 22,540 | 6.62 | 1,835 | 16.22 | ||||
2025-07-29 | NP | BPLSX - Boston Partners 机构多头/空头股票基金 | 5,918 | 4.30 | 471 | 16.87 | ||||
2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 3,402 | 8.59 | 277 | 17.95 | ||||
2025-08-12 | 13F | 双焦点资本合作伙伴有限公司 | 7,695 | 58.04 | 626 | 72.45 | ||||
2025-05-28 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 324,268 | 19.53 | 24,216 | 10.52 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,854 | 1.87 | 146 | -1.35 | ||||
2025-08-20 | NP | HWSM - Hotchkis & Wiley SMID Cap 多元化价值基金 | 264 | 300.00 | 21 | 425.00 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 17,416 | 26.71 | 1,418 | 35.47 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 8,535 | 19.94 | 695 | 20.91 | ||||
2025-07-23 | NP | CFMCX - 中型股基金 | 8,973 | 0.68 | 714 | 12.80 | ||||
2025-08-06 | 13F | 价值财富顾问有限责任公司 | 516 | 42 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 5,228 | 0.17 | 426 | 9.25 | ||||
2025-07-22 | 13F | 旧国家银行/in/ | 69,554 | 816.75 | 5,662 | 900.35 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 4,695 | 5.62 | 382 | 15.41 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 5,290 | 20.53 | 431 | 31.50 | ||||
2025-08-27 | NP | BEEX - 蜂巢ETF | 48,899 | 0.50 | 3,981 | 9.55 | ||||
2025-08-18 | 13F | 雷克斯福德资本公司 | 1,426 | 116 | ||||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 4,361 | 0 | ||||||
2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,813,425 | 5.25 | 143,043 | 1.90 | ||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 44 | 3 | ||||||
2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 39 | 34.48 | 3 | 50.00 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 8,351 | 51.89 | 680 | 65.61 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 19,648 | 11.97 | 1,564 | 25.32 | ||||
2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,006 | 26.38 | 637 | 41.56 | ||||
2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 8,003 | 2.56 | 652 | 11.86 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 78,891 | 0.25 | 6,423 | 9.27 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 1,416 | 3.21 | 115 | 12.75 | ||||
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 | 44,173 | 27.99 | 3,517 | 43.28 | ||||
2025-08-12 | 13F | 卡姆登国家银行 | 4,156 | 13.89 | 338 | 24.26 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 114 | 9 | ||||||
2025-07-30 | 13F | 优势信托公司 | 112 | 9 | ||||||
2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 3,292 | 10.32 | 260 | 6.58 | ||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 162,848 | 6.22 | 13,257 | 15.79 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | 3,529 | 287 | ||||||
2025-07-22 | NP | GGOIX - 高盛机构成长机会基金 | 130,445 | 33.18 | 10,385 | 49.07 | ||||
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 | 15,274 | 0.10 | 1,216 | 11.98 | ||||
2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 6,646 | 43.54 | 524 | 38.99 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 5,832 | 0.71 | 436 | -6.85 | ||||
2025-07-16 | 13F | Kerntke Otto McGlone 财富管理集团 | 3,421 | 7.11 | 278 | 16.81 | ||||
2025-08-12 | 13F | 贝莱德公司 | 48,799,106 | 0.26 | 3,972,735 | 9.30 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 1,215,877 | 0.53 | 98,182 | 9.44 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | 980,588 | 40.15 | 79,830 | 52.78 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 190,049 | 4.43 | 15,472 | 13.83 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 400,000 | 32,564 | |||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 216,917 | 463.85 | 17,659 | 514.65 | ||||
2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 45,661 | 3,717 | ||||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 54,264 | 24.56 | 4,418 | 35.78 | ||||
2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 840,704 | 1.88 | 68,442 | 11.06 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 669 | 0 | ||||||
2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 12,844 | 391.54 | 1,046 | 435.90 | ||||
2025-08-14 | 13F | 富国银行/百万 | 974,475 | 13.88 | 79,332 | 24.14 | ||||
2025-08-13 | 13F | 丰业资本公司 | 44,599 | 2.66 | 3,631 | 11.90 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 62,078 | 5.25 | 5,054 | 14.74 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 11 | 1 | ||||||
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 | 5,883 | 14.39 | 479 | 24.48 | ||||
2025-07-22 | 13F | 艾伦贝克投资集团 | 4,598 | 0.24 | 374 | 9.36 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,064 | 87 | ||||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Basic Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 107,306 | 9.86 | 8,736 | 19.76 | ||||
2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 23,803 | 0.22 | 1,938 | 9.25 | ||||
2025-07-15 | 13F | 灰点有限责任公司 | 3,676 | 29.07 | 299 | 41.04 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 644 | 52 | ||||||
2025-08-28 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 17,374 | 1,414 | ||||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 35,839 | 3.45 | 2,827 | 0.14 | ||||
2025-08-11 | 13F | 沃杜州银行 | 50,726 | 132.04 | 4 | 300.00 | ||||
2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 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 | 570,398 | 1.97 | 46,436 | 11.16 | ||||
2025-08-26 | NP | IXG - iShares 全球金融 ETF | 20,964 | 2.03 | 1,707 | 11.21 | ||||
2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 26,723 | 4.55 | 2,127 | 17.06 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 3,086 | 0.23 | 250 | 7.76 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 4,411 | 27.67 | 359 | 30.55 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 2,206 | 9.59 | 180 | 19.33 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 16 | 1 | ||||||
2025-07-29 | 13F | 西德尔资产管理公司 | 2,979 | 243 | ||||||
2025-08-13 | 13F | M&T银行公司 | 35,617 | 5.38 | 2,899 | 14.86 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 54,400 | 4,429 | |||||
2025-08-14 | 13F | 信托信托公司 | 3,304 | 16.13 | 269 | 26.42 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 57,378 | 4,671 | ||||||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 5,221 | 425 | ||||||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 2,695 | 219 | ||||||
2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 5,140 | 418 | ||||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 620 | 49 | ||||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 8,322 | 12.81 | 679 | 21.72 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 8,988 | 631.33 | 709 | 608.00 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 9,607 | 54.38 | 782 | 68.53 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 1,506,951 | 24.97 | 122,681 | 36.23 | ||||
2025-04-18 | NP | AVMC - Avantis 美国中型股票 ETF | 7,049 | 8,496.34 | 501 | 8,250.00 | ||||
2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 449 | 43.45 | 35 | 40.00 | ||||
2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 价值股票 ETF | 46,786 | 11.12 | 3,725 | 24.38 | ||||
2025-07-21 | 13F | 肯纳贝克储蓄银行 | 464 | 3.80 | 38 | 12.12 | ||||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 1,127 | 60.09 | 92 | 75.00 | ||||
2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 6,874 | 6.87 | 560 | 16.46 | ||||
2025-08-14 | 13F | 山顶控股公司 | 3,539 | 12.71 | 288 | 23.08 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 13,454 | 3.93 | 1,061 | 0.66 | ||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 221,317 | 3.36 | 18,017 | 12.68 | ||||
2025-07-24 | NP | FSVLX - 消费金融投资组合 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 | 61,003 | 20.70 | 4,856 | 35.11 | ||||
2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 2,579 | 0.23 | 210 | 8.85 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 39,900 | 95.59 | 3,248 | 113.26 | |||
2025-08-14 | 13F | 都铎投资公司等 | Put | 25,600 | 220.00 | 2,084 | 249.08 | |||
2025-08-07 | 13F | Parkside 金融银行与信托 | 2,510 | 2.03 | 204 | 11.48 | ||||
2025-08-13 | 13F | 河路资产管理有限责任公司 | 492,456 | 39,106 | ||||||
2025-08-20 | NP | 全国可变保险信托 - BlackRock NVIT 股票股息基金 I 类 | 114,986 | 5.90 | 9,361 | 15.45 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 769,437 | 16.02 | 63 | 26.53 | ||||
2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -18,017 | 4.22 | -1,434 | 16.68 | |||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 1,793 | 659.75 | 146 | 752.94 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 2,772 | 9.09 | 207 | 0.98 | ||||
2025-07-09 | 13F | 派恩斯财富管理有限公司 | 2,841 | 232 | ||||||
2025-07-17 | 13F | 绿叶信托 | 5,737 | 35.18 | 467 | 47.78 | ||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 31,230 | 6.07 | 2,486 | 18.72 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 64,673 | 14.25 | 5,236 | 23.79 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 781 | 64 | ||||||
2025-08-07 | 13F | 米德资产管理公司 | 375 | 9.65 | 31 | 20.00 | ||||
2025-07-08 | 13F | 遗产私人信托公司 | 2,500 | 204 | ||||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 241,447 | 1.85 | 19,656 | 11.03 | ||||
2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 17,965 | 111.40 | 1,417 | 176.22 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 4,497 | 8.94 | 366 | 18.83 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 59,600 | 122.39 | 4,852 | 142.48 | |||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 65,006 | 0.00 | 5,292 | 9.02 | ||||
2025-08-26 | NP | IJMAX - VY(R) 摩根大通中盘价值投资组合 ADV 级 | 59,764 | 1.03 | 4,865 | 10.14 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 48,800 | 113.10 | 3,973 | 132.28 | |||
2025-08-06 | 13F | 荷兰集团 | 25,410 | 6.95 | 2,069 | 16.57 | ||||
2025-07-07 | 13F | 洞察财富策略有限责任公司 | 29,826 | 0.20 | 2,456 | 10.48 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 53,591 | 254.34 | 4,363 | 286.36 | ||||
2025-08-21 | NP | MXEBX - Great-West 核心策略:美国股票基金机构类 | 3,607 | 13.07 | 294 | 23.11 | ||||
2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 238 | 46.91 | 19 | 38.46 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 13 | 1 | ||||||
2025-08-05 | 13F | EPG财富管理有限责任公司 | 9,512 | 2.49 | 774 | 11.69 | ||||
2025-08-14 | 13F | 农林中金银行 | 27,587 | 2.32 | 2,246 | 11.53 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 45,465 | 5.35 | 4 | 0.00 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 260,978 | 13.03 | 21 | 23.53 | ||||
2025-06-27 | NP | FQUAX - AMG FQ 多空股票基金 N 类 | 17,198 | 1,357 | ||||||
2025-08-14 | 13F | 原子金融集团有限公司 | 7,415 | 96.42 | 604 | 114.59 | ||||
2025-08-07 | 13F | 第1620章 | 2,502 | 165.32 | 204 | 190.00 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 11 | 1 | ||||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 3,220 | 262 | ||||||
2025-07-24 | 13F | 资本顾问有限公司 | 156 | 116.67 | 0 | |||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 7,724 | 1.35 | 629 | 10.37 | ||||
2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 5,589,054 | 389.46 | 455,005 | 427.28 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 28,364 | 45.05 | 2,309 | 58.15 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 51,971 | 17.42 | 4,231 | 27.99 | ||||
2025-08-13 | 13F | 克莱雷资产管理公司 | 2,879 | 0 | ||||||
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 | 267,378 | 0.52 | 21,767 | 9.59 | ||||
2025-08-14 | 13F | Sagard 控股管理公司 | 181 | 15 | ||||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 93,322 | 0.36 | 7,361 | -2.83 | ||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 293 | 3.17 | 24 | 9.52 | ||||
2025-08-15 | 13F | 44 财富管理有限公司 | 17,170 | 16.10 | 1,398 | 26.54 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 23 | 228.57 | 2 | |||||
2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 5,196 | 43.46 | 410 | 38.64 | ||||
2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 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 | 59,738 | 16.42 | 4,712 | 12.73 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 9,301 | 6.75 | 757 | 16.46 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 54,276 | 16.50 | 4,419 | 26.99 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,364 | 43.73 | 111 | 57.14 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 3,185 | 1.37 | 259 | 10.68 | ||||
2025-06-26 | NP | FLRAX - Nuveen 大盘精选基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,511 | 514 | ||||||
2025-08-01 | 13F | 澳大利亚超级有限公司 | 14,944 | 40.39 | 1,217 | 53.15 | ||||
2025-08-08 | 13F | Mv 资本管理公司 | 3,774 | 11.56 | 307 | 21.83 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 508,003 | 4.66 | 41 | 13.89 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律价值 VIP 基金 | 17,130 | 11.17 | 1,395 | 21.22 | ||||
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 | 762,753 | 7.05 | 60,723 | 19.83 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 19,721 | 13.91 | 1,610 | 26.18 | ||||
2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 19,317 | 48.05 | 1,573 | 61.40 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 11,271 | 105.90 | 918 | 124.75 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 135 | 11 | ||||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 27,029 | 12.95 | 2,152 | 26.46 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,260 | 114.65 | 100 | 143.90 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 3,315 | 1.97 | 270 | 11.16 | ||||
2025-08-18 | 13F | 老北州信托有限责任公司 | 3,768 | 0 | ||||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 1,857,960 | 25.47 | 147,912 | 40.45 | ||||
2025-07-31 | 13F | 彼得森财富服务 | 23,402 | 2.25 | 1,905 | 11.47 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,049 | 4.65 | 162 | 1.26 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 48,122 | 18.68 | 3,918 | 29.36 | ||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 54 | 10.20 | 4 | 33.33 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 582 | 47 | ||||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 16,916,232 | 1.22 | 1,377,150 | 10.34 | ||||
2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 9,580 | 2.97 | 681 | -14.12 | ||||
2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 12,404 | 10.12 | 987 | 23.22 | ||||
2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 233,649 | 6.06 | 18,430 | 2.69 | ||||
2025-08-04 | 13F | 五大湖退休公司 | 26,627 | 7.58 | 2,168 | 17.26 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 186,442 | 0.79 | 15,178 | 9.87 | ||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 45 | 4 | ||||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 44,546 | 3,626 | ||||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 37,914 | 43.73 | 3,018 | 60.87 | ||||
2025-07-24 | 13F | 汤普森投资管理公司 | 1,638 | 40.48 | 133 | 52.87 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 62,594 | 32.32 | 5,096 | 44.25 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 2,483,575 | 71.70 | 201,294 | 88.77 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 18 | 260.00 | 1 | |||||
2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 1,521 | 107.22 | 124 | 127.78 | ||||
2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 1,279,778 | 6.14 | 104,187 | 15.70 | ||||
2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 3,908 | 4.13 | 318 | 13.57 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 39,792 | 21.00 | 3,239 | 31.88 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 32 | 3 | ||||||
2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 3,080 | 251 | ||||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 591,879 | 5.33 | 48,185 | 14.82 | ||||
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 | 65,098 | 6.06 | 5,182 | 18.72 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 147,430 | 8.35 | 11,629 | 4.91 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 3,148 | 9.76 | 256 | 19.63 | ||||
2025-07-23 | 13F | 钢峰财富管理有限公司 | 7,566 | 1.31 | 616 | 10.41 | ||||
2025-08-28 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 15,941 | 1,298 | ||||||
2025-08-13 | 13F | Alerus 金融纳 | 250 | 20 | ||||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -40 | -3 | |||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,077 | 2.96 | 88 | 11.54 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 1,252 | 2.96 | 102 | 12.22 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 293,400 | 0.38 | 20,348 | 0.69 | ||||
2025-08-14 | 13F | 法国巴黎银行 | 18,780 | 43.36 | 1,529 | 56.24 | ||||
2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,288 | 1.48 | 1,364 | -1.73 | ||||
2025-08-06 | 13F | 新千年集团有限责任公司 | 381 | 6.72 | 31 | 19.23 | ||||
2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 5,257 | 6.07 | 428 | 15.41 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 13 | 1 | ||||||
2025-05-09 | NP | 优势顾问 Xanthus 基金有限责任公司 | Short | -70,762 | -5,285 | |||||
2025-07-07 | 13F | Versant 资本管理公司 | 815 | 13.35 | 66 | 24.53 | ||||
2025-08-14 | 13F | 启发信托公司,Na | 55,000 | 10.00 | 4,478 | 19.90 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 2,697 | 0.15 | 220 | 8.96 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 6,331 | 82.40 | 515 | 98.84 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 8,094 | 27.08 | 659 | 38.53 | ||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 8,093 | 6.49 | 644 | 19.26 | ||||
2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 27,376 | 0.87 | 2,159 | -2.35 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 22,119 | 9.16 | 1,745 | 5.70 | ||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 20,959 | 231.89 | 1,706 | 262.21 | ||||
2025-07-30 | 13F | Caliber Wealth Management,LLC/KS | 37,341 | 5.76 | 3,040 | 15.29 | ||||
2025-08-08 | 13F | IMA 财富公司 | 5 | 0 | ||||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 35,639 | 5.90 | 2,837 | 18.55 | ||||
2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 91 | 7 | ||||||
2025-07-18 | 13F | 邮政银行资产管理公司 | 3,888 | 12.83 | 317 | 22.96 | ||||
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 | 2,064,673 | 16.47 | 162,861 | 12.77 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 46 | 9.52 | 3 | 0.00 | ||||
2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 966 | 79 | ||||||
2025-07-17 | 13F | 一财富顾问有限责任公司 | 18,344 | 15.74 | 1,493 | 26.20 | ||||
2025-08-08 | 13F | 霍雷尔资本管理公司 | 27,427 | 2.23 | 2,233 | 11.43 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 5,426 | 3.08 | 442 | 12.21 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 48,609 | 11.77 | 3,957 | 21.87 | ||||
2025-07-16 | 13F | 达科他财富管理 | 9,729 | 2.14 | 792 | 11.39 | ||||
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 | 11,785 | 4.06 | 959 | 13.49 | ||||
2025-04-10 | 13F | 布雷默银行全国协会 | 60,424 | 8.06 | 4,512 | -0.09 | ||||
2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 12,493 | 17.05 | 995 | 30.96 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 13,926 | 5.09 | 1,098 | 1.76 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 54,928 | 5.99 | 4,472 | 15.53 | ||||
2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 107,032 | 2.31 | 8,713 | 11.53 | ||||
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 | 6,697 | 29.76 | 528 | 25.71 | ||||
2025-07-31 | 13F | WFA资产管理公司 | 727 | 0.14 | 55 | 1.89 | ||||
2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 3,367 | 43.52 | 266 | 38.74 | ||||
2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 11,212 | 12.67 | 913 | 22.75 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 967,108 | 17.73 | 78,733 | 28.35 | ||||
2025-07-15 | 13F | 第五第三银行 | 40,259 | 163.75 | 3,277 | 187.71 | ||||
2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 58,428 | 1,701.11 | 4,757 | 1,654.98 | ||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 348 | 5.45 | 28 | 17.39 | ||||
2025-08-12 | 13F | 摩根大通公司 | 54,783,378 | 48.55 | 4,459,924 | 61.94 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 364 | 67.74 | 0 | |||||
2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 28,343 | 8.51 | 2,307 | 18.31 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 218,013 | 8.99 | 17 | 21.43 | ||||
2025-08-14 | 13F | Point72 亚洲(新加坡)私人有限公司有限公司 | 14,760 | 141.29 | 1,202 | 163.38 | ||||
2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 36,900 | 7.05 | 2,938 | 19.83 | ||||
2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 333,310 | 1.02 | 27,135 | 10.12 | ||||
2025-07-17 | 13F | RBA 财富管理有限责任公司 | 54,459 | 1.20 | 4,434 | 10.33 | ||||
2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 154,959 | 1.39 | 12,223 | -1.82 | ||||
2025-08-11 | 13F | 信托银行 | 7,991 | 4.76 | 651 | 14.24 | ||||
2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 159 | 12.77 | 13 | 0.00 | ||||
2025-08-11 | 13F | Primecap 管理公司/ca/ | 877,906 | 3.16 | 71,470 | 12.46 | ||||
2025-08-07 | 13F | 肯彭资本管理公司 | 462,452 | 9.34 | 37,648 | 19.20 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 5,958,399 | 16.62 | 485,073 | 27.13 | ||||
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 | 99,057 | 1.98 | 8,064 | 11.18 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 246 | 53.75 | 0 | |||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 179,392 | 12.68 | 14,604 | 22.84 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 15,294 | 1.43 | 1,245 | 10.57 | ||||
2025-05-27 | NP | FCFY - First Trust S&P 500 多元化自由现金流 ETF | 147 | 1.38 | 11 | -9.09 | ||||
2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 3,328 | 1.96 | 271 | 11.11 | ||||
2025-08-12 | 13F | 国家信托银行 | 50 | 4 | ||||||
2025-07-29 | NP | BPGIX - Boston Partners 全球股票基金机构级 | 46,617 | 1.22 | 3,711 | 13.31 | ||||
2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 24,770 | 0.93 | 1,954 | -2.30 | ||||
2025-08-14 | 13F | 南岸银行 | 7,275 | 0.01 | 592 | 9.02 | ||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 30 | 2 | ||||||
2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 141 | 11 | ||||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 21,838 | 3.84 | 2 | 0.00 | ||||
2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,866 | 37.09 | 2,592 | 32.72 | ||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 4,576 | 373 | ||||||
2025-04-28 | NP | LGRO - 四级大盘成长主动型 ETF | 11,155 | 1.60 | 793 | -15.28 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 6,001,931 | 2.63 | 488,617 | 11.88 | ||||
2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 116,755 | 9,505 | ||||||
2025-08-14 | 13F | 简街集团有限责任公司 | 70,333 | 5,726 | ||||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 174,696 | 0.60 | 14,222 | 9.67 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 35,800 | 155.71 | 2,914 | 178.85 | |||
2025-06-30 | NP | WLDR - Affinity World Leaders 股票 ETF | 1,807 | 20.31 | 143 | 16.39 | ||||
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 | 10,982 | 874 | ||||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 227,322 | 18,506 | ||||||
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 | 135,370 | 3.95 | 10,678 | 0.64 | ||||
2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 376,473 | 29,971 | ||||||
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 | 20 | 17.65 | 2 | 0.00 | ||||
2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 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 | 1,789 | 341.73 | 146 | 383.33 | ||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 1,332,877 | 2.00 | 108,510 | 11.19 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 79,067 | 230.22 | 6,437 | 259.96 | ||||
2025-04-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 4,771 | 52.67 | 339 | 27.44 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 180,100 | 123.73 | 14,552 | 145.48 | |||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 424,064 | 0.17 | 34,523 | 9.20 | ||||
2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 467,604 | 21.96 | 36,885 | 18.08 | ||||
2025-08-15 | 13F | 肯辛顿投资顾问有限责任公司 | 2,525 | 206 | ||||||
2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 2,112 | 0.19 | 172 | 8.92 | ||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 43,149 | 2.01 | 3,435 | 14.20 | ||||
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 | 37,853 | 4.46 | 2,986 | 1.12 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 576 | 29.44 | 47 | 39.39 | ||||
2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 10,175 | 13.83 | 803 | 10.16 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 3,826 | 26.02 | 306 | 39.73 | ||||
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 | 4,169 | 8.12 | 332 | 20.80 | ||||
2025-07-09 | 13F | 捷克国家银行 | 128,425 | 5.56 | 10,455 | 15.08 | ||||
2025-07-30 | 13F | Wbh 咨询公司 | 3,637 | 0.03 | 296 | 9.23 | ||||
2025-07-29 | 13F | 积极财富管理 | 86 | 309.52 | 7 | 600.00 | ||||
2025-07-28 | NP | VCIGX - 股息价值基金 | 92,640 | 11.56 | 7,375 | 24.89 | ||||
2025-08-18 | 13F | Onefund有限责任公司 | 1,552 | 0 | ||||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 11,583 | 943 | ||||||
2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 165,185 | 10.77 | 13,448 | 20.75 | ||||
2025-07-17 | 13F | 米歇尔斯家族金融有限责任公司 | 6,711 | 0.46 | 546 | 9.64 | ||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 1,609 | 24.83 | 131 | 35.42 | ||||
2025-08-14 | 13F | 溪流资本有限公司 | 925,100 | 29.84 | 75,312 | 41.54 | ||||
2025-08-14 | 13F | IHT 财富管理有限责任公司 | 4,015 | 46.69 | 327 | 59.80 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 19,244 | 5.35 | 1,567 | 14.81 | ||||
2025-08-15 | 13F | FSB Premier 财富管理公司 | 2,475 | 202 | ||||||
2025-08-11 | 13F | 凯斯、斯坦奇和伍腾财富管理有限责任公司 | 4,310 | 351 | ||||||
2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 4,627 | 1.27 | 346 | -6.50 | ||||
2025-07-30 | 13F | 达戴维森公司 | 81,914 | 8.75 | 6,669 | 18.54 | ||||
2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 4,656,197 | 0.28 | 379,061 | 9.32 | ||||
2025-08-14 | 13F | 迪尔伯恩合伙公司 | 4,073 | 1.82 | 332 | 11.07 | ||||
2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 44,214 | 18.12 | 3,599 | 28.77 | ||||
2025-08-14 | 13F | Voya 财务顾问公司 | 8,590 | 7.62 | 694 | 18.23 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 41,591 | 6.78 | 2,914 | 0.21 | ||||
2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 67,391 | 170.89 | 5,316 | 162.34 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 376 | 31 | ||||||
2025-07-28 | 13F | 布林莫尔信托公司 | 14,132 | 10.18 | 1,150 | 20.17 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 46,314 | 16.01 | 3,770 | 26.47 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 4,439 | 5.97 | 361 | 15.71 | ||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 118 | 742.86 | 10 | 800.00 | ||||
2025-07-30 | 13F | 美国资本投资服务公司 | 2,459 | 200 | ||||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 3,680,348 | 0.35 | 299,617 | 9.40 | ||||
2025-07-09 | 13F | 西北及道德投资有限公司 | 1,400 | -97.47 | 104 | -96.63 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 12,091 | 9.77 | 984 | 19.71 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 24 | 2 | ||||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 66,292 | 3.12 | 5,397 | 12.42 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 14,912,641 | 1.33 | 1,214,038 | 10.46 | ||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 5,263 | 428 | ||||||
2025-08-13 | 13F | 百达资产管理控股公司 | 1,401,451 | 308.95 | 114,092 | 345.81 | ||||
2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 7,122 | 28.81 | 580 | 40.53 | ||||
2025-05-28 | NP | Acap战略基金 | Short | -247,415 | -18,477 | |||||
2025-04-23 | 13F | JCIC资产管理公司 | 13 | 1 | ||||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 3,826 | 311 | ||||||
2025-07-21 | 13F | 巴雷特公司 | 110 | 0.92 | 9 | 0.00 | ||||
2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 2,805 | 15.57 | 228 | 25.97 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 12,137 | 1 | ||||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 58 | 5 | ||||||
2025-08-14 | 13F | 隆奥资产管理(欧洲)有限公司 | 16,000 | 14.29 | 1,303 | 24.59 | ||||
2025-06-18 | NP | OFVIX - O'Shaughnessy 市场领导者价值基金 I 类 | 104,187 | 30.61 | 8,218 | 26.47 | ||||
2025-08-29 | NP | BASV - 布朗咨询可持续价值ETF | 53,271 | 4,337 | ||||||
2025-08-05 | 13F | 木兰资本顾问有限公司 | 19,460 | 1.10 | 1,584 | 10.23 | ||||
2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 1,833,695 | 0.75 | 149,281 | 9.82 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 26,002 | 3.85 | 2,117 | 13.22 | ||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 6,939 | 101.31 | 564 | 119.46 | ||||
2025-06-24 | NP | JDIV-摩根大通股息领先ETF | 2,418 | 10.97 | 191 | 7.34 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 37,509 | 30.61 | 3,054 | 42.40 | ||||
2025-08-06 | 13F | 苏德斯财务顾问 | 2,699 | 220 | ||||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 52,426 | 9.21 | 4,268 | 19.05 | ||||
2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 17,710 | 16.08 | 1,397 | 12.40 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 3,264 | 6.74 | 266 | 16.23 | ||||
2025-08-26 | NP | GVEYX - 机构价值股票基金 | 135,731 | 0.89 | 11,050 | 9.97 | ||||
2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 18,581 | 15.00 | 1,388 | 6.28 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 8 | 1 | ||||||
2025-08-18 | NP | 太平洋精选基金 - 中型价值投资组合 I 类 | 17,848 | 32.21 | 1,453 | 44.15 | ||||
2025-08-12 | 13F | 银色信托公司 | 11,900 | 5.94 | 969 | 15.51 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,987 | 7.41 | 162 | 16.67 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 37 | 270.00 | 3 | |||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -80 | -7 | |||||
2025-08-04 | 13F | 资产标记公司 | 183,000 | 140.83 | 14,898 | 162.57 | ||||
2025-08-07 | 13F | 中西部信托公司 | 122,384 | 9,963 | ||||||
2025-08-11 | 13F | 经验金融有限责任公司 | 20,316 | 0.55 | 1,654 | 9.62 | ||||
2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 181,960 | 0.90 | 14,813 | 9.99 | ||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 111,348 | 2.80 | 8,783 | -0.46 | ||||
2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 16,113 | 22.03 | 1,312 | 32.96 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 80 | 15 | ||||||
2025-07-24 | NP | BMCIX - 贝莱德机构高股票收益基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 265,304 | 5.43 | 21,121 | 18.02 | ||||
2025-07-24 | 13F | 美国合众银行\de\ | 59,029 | 7.93 | 4,806 | 17.65 | ||||
2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 46,750 | 3,722 | ||||||
2025-07-21 | 13F | ASR资产管理公司 | 48,245 | 13.33 | 3,928 | 23.53 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 7,114 | 28.67 | 579 | 40.53 | ||||
2025-06-05 | NP | GEQIX - 股票收益投资组合 | 5,316 | 10.40 | 419 | 6.89 | ||||
2025-06-30 | NP | VVOAX - 景顺价值机会基金 A 类 | 1,857,317 | 26.37 | 146,505 | 22.36 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,701 | 0.65 | 138 | 9.52 | ||||
2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 16,350 | 3.06 | 1,221 | -4.68 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 3,378 | 275 | ||||||
2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 40,015 | 35.89 | 3,258 | 48.11 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 16,063 | 44.56 | 1,308 | 57.66 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 619,350 | 1.76 | 50,421 | 10.93 | ||||
2025-08-08 | 13F | 多诺霍福林有限责任公司 | 33,341 | 2,714 | ||||||
2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 32,720 | 3.63 | 2,664 | 12.98 | ||||
2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 212 | 8.72 | 16 | 0.00 | ||||
2025-08-05 | 13F | 亨廷顿国家银行 | 3,152 | 7.36 | 257 | 16.89 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 269,252 | 259.21 | 21,920 | 291.62 | ||||
2025-08-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 股票和收益基金系列 I | 152,314 | 0.64 | 12,400 | 9.71 | ||||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 33,137 | 60.31 | 2,698 | 74.79 | ||||
2025-08-04 | 13F | 双城私人财富有限责任公司 | 13,529 | 2.78 | 1,101 | 12.00 | ||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 23,743 | 30.64 | 1,933 | 42.37 | ||||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 2,976 | 242 | ||||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 2,041 | 166 | ||||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 3,195 | 2.96 | 254 | 15.45 | ||||
2025-08-12 | 13F | 奥兹克银行 | 25,913 | 3.09 | 2,110 | 12.36 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 121,975 | 34.47 | 9,929 | 46.60 | ||||
2025-08-14 | 13F | 鹰岭资本管理有限公司 | 1,072,980 | 1.01 | 87,351 | 10.11 | ||||
2025-07-21 | 13F | 111资本 | 4,356 | 57.54 | 355 | 71.84 | ||||
2025-08-06 | 13F | 科技银行/pa | 132 | 106.25 | 11 | 150.00 | ||||
2025-07-16 | 13F | FORM财富顾问有限责任公司 | 6,545 | 0.71 | 533 | 9.69 | ||||
2025-08-29 | NP | CANTOR SELECT 投资组合信托 - Cantor FBP 股票和股息加基金机构类别 | 15,000 | 11.11 | 1,221 | 21.13 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,552 | 2.04 | 126 | 11.50 | ||||
2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 2,513 | 205 | ||||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 70,338 | 14.72 | 5,726 | 25.08 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 32,881 | 25.17 | 2,677 | 36.46 | ||||
2025-08-14 | 13F | 桑德勒资本管理公司 | 48,663 | 3,962 | ||||||
2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 64,671 | 5,265 | ||||||
2025-08-11 | 13F | 美国信安证券公司 | 16,454 | 11.03 | 1,339 | 11.96 | ||||
2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 49,553 | 14.04 | 4,034 | 24.35 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 5,288 | 0.63 | 431 | 9.69 | ||||
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 | 72,951 | 14.68 | 5,808 | 28.36 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 7,028 | 1.62 | 572 | 10.85 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 301,171 | 35.23 | 24,518 | 47.42 | ||||
2025-08-04 | 13F | 密钥银行国家协会/哦 | 4,573 | 8.57 | 372 | 18.47 | ||||
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 | 11,407 | 9.45 | 900 | 5.89 | ||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 393,918 | 47.93 | 32,069 | 61.26 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 11,137 | 16.73 | 907 | 27.25 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 91,074 | 548.12 | 7,414 | 606.77 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 中型价值基金 | 12,529 | 9.95 | 1,020 | 19.88 | ||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 61 | 238.89 | 5 | 300.00 | ||||
2025-08-12 | 13F | 豪与鲁斯林公司 | 3,748 | 8.29 | 305 | 18.22 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 36,315 | 2,956 | ||||||
2025-08-11 | 13F | 独立顾问联盟 | 14,394 | 71.97 | 1,172 | 87.36 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 186 | 19.23 | 15 | 36.36 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 69,006 | 10.40 | 5,618 | 20.36 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 28,865 | 12.96 | 2,350 | 23.11 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 6,591 | 79.54 | 537 | 95.62 | ||||
2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 99,639 | 65.18 | 8,112 | 80.08 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 108 | 35.00 | 9 | 60.00 | ||||
2025-07-31 | 13F | Azzad 资产管理公司 /adv | 7,228 | 2.42 | 588 | 11.57 | ||||
2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 179,783 | 53.55 | 14,181 | 48.68 | ||||
2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 866,321 | 5.62 | 70,527 | 15.13 | ||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 63,409 | 7.54 | 5,162 | 17.24 | ||||
2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 9,098,488 | 1.99 | 740,708 | 11.18 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 22,139 | 8.99 | 1,802 | 18.87 | ||||
2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 8,434 | 21.54 | 687 | 32.43 | ||||
2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 227,720 | 35.06 | 17,963 | 30.77 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 697,092 | 35.01 | 56,750 | 47.18 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 11,000 | 896 | |||||
2025-08-14 | 13F | 野村控股公司 | 2,561 | 208 | ||||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 19,500 | 1,587 | |||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 3,416 | 4.02 | 278 | 13.47 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 909,524 | 3.37 | 74,044 | 12.68 | ||||
2025-08-14 | 13F | 马拉松资本管理公司 | 90,556 | 0.55 | 7,372 | 9.62 | ||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 4,080 | 332 | ||||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 135,200 | 40.25 | 11,007 | 52.88 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 36,937 | 0.06 | 2,914 | -3.13 | ||||
2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 5,336 | 43.56 | 421 | 39.07 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 3,315 | 3.08 | 270 | 12.08 | ||||
2025-07-09 | 13F | 拉德诺资本管理有限公司 | 52,951 | 0.46 | 4 | 33.33 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 8,336 | 0.40 | 658 | -2.81 | ||||
2025-08-14 | 13F | Adage 资本合伙人有限公司 | 471,178 | 5.08 | 38,359 | 14.56 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 137,699 | 4.00 | 11,210 | 13.38 | ||||
2025-08-25 | NP | MFS 可变保险信托 III - MFS 中型价值投资组合初始类别 | 72,464 | 7.38 | 5,899 | 17.07 | ||||
2025-08-14 | 13F | FJ资本管理有限公司 | 3,600 | 4.74 | 293 | 14.45 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 52,600 | 15.10 | 4 | 33.33 | |||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 106,500 | 37.24 | 9 | 60.00 | |||
2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 3,836 | 0.76 | 312 | 9.86 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 9,687 | 240.25 | 789 | 271.70 | ||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 15,223 | 16.02 | 1,201 | 12.36 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 8,445 | 15.05 | 666 | 11.56 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 259,169 | 10.19 | 21,099 | 20.12 | ||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 815 | 16.60 | 61 | 7.14 | ||||
2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 113,402 | 76.88 | 9,232 | 92.86 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 2,184 | 172 | ||||||
2025-08-07 | 13F | 英杰华公司 | 401,063 | 6.45 | 32,651 | 16.05 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 6,997 | 44.24 | 570 | 57.18 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 2,099 | 90.64 | 171 | 107.32 | ||||
2025-08-08 | 13F | 维斯特科公司 | 51,762 | 396.76 | 4 | |||||
2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 690 | 16.75 | 55 | 28.57 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 129,565 | 947.84 | 10,548 | 1,042.69 | ||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 375 | 9.65 | 31 | 20.00 | ||||
2025-07-23 | 13F | 伍德信托金融公司 | 4,155 | 7.23 | 0 | |||||
2025-08-07 | 13F | 传统财务顾问公司 | 2,660 | 217 | ||||||
2025-08-06 | 13F | 第一地平线顾问公司 | 2,533 | 16.03 | 206 | 26.38 | ||||
2025-08-28 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国价值基金系列 I | 140,387 | 2.37 | 11,429 | 11.59 | ||||
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 | 33 | 22.22 | 3 | 0.00 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 357 | 115.06 | 29 | 141.67 | ||||
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 | 16,180 | 45.35 | 1,317 | 58.48 | ||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 17,027 | 6.21 | 1,386 | 15.79 | ||||
2025-07-22 | 13F | 综合财务顾问机构有限公司 | 47,821 | 12.26 | 3,893 | 22.38 | ||||
2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 204,024 | 16.45 | 16,610 | 26.94 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 4,577 | 23.94 | 373 | 35.27 | ||||
2025-07-09 | 13F | 诺曼·菲尔兹 (Norman Fields),Gottscho 资本管理有限责任公司 | 2,640 | 0 | ||||||
2025-07-25 | 13F | 阿尔塔顾问有限公司 | 2,673 | 218 | ||||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 9,750 | 794 | ||||||
2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 394 | 1.29 | 0 | |||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 985,372 | 19.11 | 80,219 | 29.85 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 8,308 | 8.86 | 676 | 18.80 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 498,785 | 0.01 | 40,606 | 9.02 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 11,644 | 24.19 | 948 | 35.29 | ||||
2025-08-29 | NP | JAMVX - Janus Henderson 中型价值投资组合服务股票 | 16,726 | 9.92 | 1,362 | 19.81 | ||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 2,531 | 207 | ||||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 767 | 3.51 | 62 | 12.73 | ||||
2025-06-26 | NP | FFEIX - Nuveen 股息价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 606,514 | 44.92 | 47,842 | 40.32 | ||||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 4,988 | 4.42 | 406 | 14.04 | ||||
2025-08-07 | 13F | 纳维利尔联合公司 | 4,823 | 0.17 | 393 | 3.98 | ||||
2025-04-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 19,854 | 2.02 | 1,412 | -14.94 | ||||
2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 15,288,866 | 2.33 | 1,205,986 | -0.93 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 6,790 | 135.68 | 553 | 156.74 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 57 | 42.50 | 5 | 0.00 | ||||
2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 41 | 115.79 | 3 | 200.00 | ||||
2025-03-27 | NP | MSTVX - 晨星另类基金 | 155 | -158.56 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL/Morningstar SMID 护城河焦点指数基金 (I) | 12,318 | 1.66 | 1,003 | 10.84 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 1,989 | 164.85 | 158 | 198.11 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 82,719 | 4.71 | 6,585 | 17.21 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 83 | 7 | ||||||
2025-08-12 | 13F | Ci投资公司 | 2,158 | 0.51 | 0 | |||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,175 | 2.44 | 96 | 11.76 | ||||
2025-08-11 | 13F | 斯通布鲁克私人公司 | 25,083 | 2.70 | 2,042 | 12.01 | ||||
2025-03-27 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 29,579 | 2,410 | ||||||
2025-08-14 | 13F | 阿莱特资本管理有限公司 | Call | 50,000 | 4,070 | |||||
2025-07-23 | 13F | 壳牌资产管理公司 | 133,799 | 8.90 | 11 | 11.11 | ||||
2025-07-01 | 13F | 卡伦投资集团有限公司 | 58,464 | 10.43 | 4,760 | 20.39 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 141,698 | 0.31 | 12 | 10.00 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 578,800 | 31.85 | 47,120 | 43.73 | |||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 3,169,660 | 0.69 | 258,042 | 20.30 | ||||
2025-08-19 | 13F | 怀俄明州 | 11,360 | 66.54 | 925 | 81.53 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 495,000 | 40,298 | |||||
2025-08-14 | 13F | 全新世顾问有限合伙人 | 635,376 | 119.68 | 51,726 | 139.48 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 713 | 85.68 | 58 | 107.14 | ||||
2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 9,501 | 3.04 | 773 | 12.35 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 57,786 | 89.82 | 4,704 | 106.95 | ||||
2025-08-06 | 13F | 范式资产管理有限公司 | 20,917 | 2,817.29 | 1,703 | 3,111.32 | ||||
2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 2,635 | 4.94 | 208 | 1.47 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 1,681 | 23.42 | 137 | 34.65 | ||||
2025-08-28 | NP | DODGX - 道奇考克斯股票基金 | 23,775,700 | 1.11 | 1,935,580 | 10.22 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 56,832 | 1,953.18 | 4,627 | 2,145.63 | ||||
2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 1,038,501 | 9.63 | 82,675 | 22.72 | ||||
2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | 摩根士丹利 | 6,459,922 | 2.33 | 525,902 | 11.55 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 430,747 | 110.62 | 35,066 | 129.56 | ||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 88,817 | 3.50 | 7 | 16.67 | ||||
2025-05-28 | NP | HWMIX - Hotchkis & Wiley 中型价值基金 I 类 | 51,700 | 4.87 | 3,861 | -3.04 | ||||
2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 184,111 | 0.69 | 14,523 | -2.51 | ||||
2025-07-22 | 13F | 达文波特有限公司 | 16,426 | 108.61 | 1,337 | 127.38 | ||||
2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 2,893 | 74.49 | 228 | 68.89 | ||||
2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 600 | 20.00 | 49 | 20.00 | ||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 46 | 4 | ||||||
2025-08-14 | 13F | 德肖公司 | Call | 40,000 | 3,256 | |||||
2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,786 | 2,113 | ||||||
2025-08-14 | 13F | 德肖公司 | 430,372 | 541.95 | 35,037 | 599.88 | ||||
2025-07-30 | 13F | 中美财富咨询集团有限公司 | 66 | 5 | ||||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 141,388 | 11.30 | 11,153 | 7.76 | ||||
2025-08-12 | 13F | Accordant 咨询集团 | 41 | 3 | ||||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 3,351 | 6.25 | 273 | 15.74 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 30,454 | 6.10 | 2,479 | 15.68 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德股息价值管理波动基金标准级 | 249,682 | 0.91 | 20,327 | 10.00 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 3,099 | 252 | ||||||
2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,835 | 8.46 | 1,880 | 5.03 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 13,903 | 10.89 | 1,107 | 24.13 | ||||
2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 80,158 | 6,526 | ||||||
2025-08-14 | 13F | 多伦多道明银行 | 270,237 | 2.89 | 22,000 | 12.16 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 48,654 | 56.40 | 3,583 | 38.55 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 2,529 | 33.32 | 199 | 29.22 | ||||
2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 7,865 | 6.24 | 640 | 15.94 | ||||
2025-07-14 | 13F | 格里斯金融有限公司 | 2,515 | 205 | ||||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 688,018 | 4.77 | 55,678 | 14.44 | ||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 70,278 | 15.01 | 5,721 | 25.38 | ||||
2025-07-18 | 13F | 信托金融公司 | 74,869 | 6.58 | 6,095 | 16.18 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘价值 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 | 10,208 | 155.71 | 805 | 147.69 | ||||
2025-07-10 | 13F | 瑞典银行 | 374,979 | 2.27 | 30,527 | 11.49 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 34 | 3.03 | 3 | 0.00 | ||||
2025-05-23 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 74,357 | 18.94 | 5,553 | 9.96 | ||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 26,509 | 13.40 | 2,158 | 23.67 | ||||
2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 4,561 | 20.50 | 371 | 31.56 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 1,380 | 56.11 | 96 | 55.74 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 22,449 | 0.34 | 1,771 | -2.85 | ||||
2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 2,534 | 206 | ||||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 138,478 | 21.25 | 11,274 | 32.19 | ||||
2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 769 | 51.38 | 61 | 46.34 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 2,634 | 214 | ||||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 234 | 17 | ||||||
2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 47,696 | 0.71 | 3,883 | 9.79 | ||||
2025-07-16 | 13F/A | CX 机构 | 6,317 | 2.27 | 1 | |||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 95 | 8 | ||||||
2025-07-21 | 13F | Qrg 资本管理公司 | 48,894 | 11.34 | 3,980 | 21.38 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 8,344 | 15.74 | 664 | 29.69 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 538 | 38.66 | 44 | 53.57 | ||||
2025-08-26 | NP | JMVSX - 摩根大通中型价值基金 I 类 | 3,068,428 | 3.00 | 249,801 | 12.28 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 34,300 | 2,792 | |||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通股票收益投资组合 1 级 | 89,758 | 236.83 | 7,080 | 220.22 | ||||
2025-05-16 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 62,751 | 15.02 | 4,686 | 6.35 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 2,529 | 206 | ||||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 66,900 | 945.31 | 5,446 | 1,041.72 | |||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 7,112 | 0.75 | 579 | 9.87 | ||||
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 | 9,912 | 4.28 | 789 | 16.89 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 38 | 58.33 | 3 | 200.00 | ||||
2025-07-10 | 13F | 纳富尔顿银行 | 8,987 | 20.86 | 732 | 31.71 | ||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 56 | 5 | ||||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 12,575 | 1,024 | ||||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 98 | 42.03 | 8 | 40.00 | ||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 6,302 | 10.83 | 513 | 20.99 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 513 | 30.20 | 41 | 42.86 | ||||
2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 2,784 | 227 | ||||||
2025-07-29 | NP | 古根海姆战略机会基金 | 234 | 16.42 | 19 | 28.57 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 13,288,097 | 0.37 | 1,077,157 | 9.30 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 60,139 | 4,896 | ||||||
2025-08-13 | 13F | 道奇考克斯 | 35,274,497 | 1.34 | 2,871,697 | 10.47 | ||||
2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 3,574 | 0.22 | 291 | 9.02 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 374 | 17.61 | 0 | |||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | 88,048 | 7,168 | ||||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 270 | 29.19 | 22 | 40.00 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 93,000 | 115.28 | 7,571 | 134.69 | |||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 333,631 | 99.70 | 27,161 | 476.65 | ||||
2025-08-25 | NP | MVCAX - MFS 中盘价值基金 A | 2,125,657 | 3.80 | 173,050 | 13.16 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 117,600 | 161.33 | 9,574 | 184.91 | |||
2025-07-22 | NP | GINN - 高盛创新股票 ETF | 5,127 | 408 | ||||||
2025-07-21 | 13F | 克伦威尔控股有限公司 | 1,951 | 3.17 | 159 | 12.06 | ||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 44 | 340.00 | 4 | |||||
2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 3,098 | 0.42 | 252 | 9.57 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 289,914 | 7.55 | 23,080 | 20.40 | ||||
2025-07-24 | NP | FEQTX - 富达股票股息收入基金 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 | 346,200 | 100.93 | 27,561 | 124.92 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 14,955 | 4.42 | 1,217 | 13.84 | ||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 351,943 | 2.27 | 28,652 | 11.48 | ||||
2025-07-29 | NP | DMCVX - 纽约梅隆银行机会主义中型价值基金 A 类 | 68,558 | 4.77 | 5,458 | 17.28 | ||||
2025-07-29 | NP | ACEIX - 景顺股票和收益基金 A 类 | 1,395,464 | 10.97 | 111,093 | 24.21 | ||||
2025-08-14 | 13F | CSS 有限公司/il | Call | 7,800 | 635 | |||||
2025-07-25 | 13F | 正义投资有限责任公司 | 66,210 | 36.24 | 5,391 | 48.53 | ||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 901 | 31.34 | 71 | 29.09 | ||||
2025-07-21 | 13F | 上升集团有限责任公司 | 6,765 | 106.06 | 551 | 124.49 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 121,893 | 17.50 | 9,967 | 28.66 | ||||
2025-06-18 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 17,607 | 1.60 | 1,389 | -1.63 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 249,061 | 2.49 | 20,276 | 11.73 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 12,145 | 4.03 | 989 | 13.43 | ||||
2025-08-13 | 13F | 地峡合伙人有限公司 | 6,156 | 104.86 | 501 | 123.66 | ||||
2025-07-15 | 13F | 修订者财富管理有限责任公司 | 4,191 | 336 | ||||||
2025-08-05 | 13F | 埃莱维斯特公司 | 2,772 | 226 | ||||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 1,232 | 1.23 | 100 | 11.11 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 6,351 | 13.19 | 517 | 23.39 | ||||
2025-08-14 | 13F | 富勒泰勒资产管理公司 | 324,022 | 2.03 | 26,379 | 11.22 | ||||
2025-08-08 | 13F | 创意策划 | 106,279 | 3.63 | 8,652 | 12.97 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 201,777 | 15.11 | 16,409 | 25.62 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 49,755 | 46.57 | 4,051 | 59.76 | ||||
2025-08-06 | 13F | 双创资本管理公司 | 36,211 | 1.64 | 2,948 | 10.79 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 13 | 116.67 | 1 | |||||
2025-08-12 | 13F | 瑞士国家银行 | 1,603,446 | 5.60 | 130,537 | 15.12 | ||||
2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 1,084 | 86 | ||||||
2025-08-15 | 13F | 公平控股公司 | 4,378 | 0.41 | 356 | 9.54 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 25 | 92.31 | 2 | |||||
2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 232,009 | 10.02 | 18,470 | 23.16 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 435 | 20.17 | 35 | 29.63 | ||||
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 | 11,939 | 972 | ||||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 128,856 | 6.37 | 10,490 | 15.96 | ||||
2025-08-13 | 13F | Baupost 集团有限公司/马 | 3,789,711 | 8.50 | 309 | 18.46 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 5,578 | 54.73 | 454 | 68.77 | ||||
2025-06-27 | NP | PKW - 景顺回购成功者 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 | 272,254 | 21,475 | ||||||
2025-08-11 | 13F | 花旗集团 | Call | 87,700 | 110.31 | 7,140 | 129.25 | |||
2025-08-13 | 13F | 米林顿财务顾问有限责任公司 | 27,545 | 2.98 | 2,247 | 16.12 | ||||
2025-08-11 | 13F | 花旗集团 | Put | 12,000 | 977 | |||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 33,943 | 6.26 | 2,702 | 18.98 | ||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 7,956 | 18.04 | 648 | 28.63 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 8,628 | 702 | ||||||
2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 11,595,788 | 1.65 | 944,013 | 10.81 | ||||
2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 3,494 | 0.03 | 284 | 9.23 | ||||
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 | 571 | 14.66 | 45 | 12.50 | ||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 3,711 | 302 | ||||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 987,105 | 7.29 | 80,360 | 16.96 | ||||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 101 | 134.88 | 7 | 133.33 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 5,443 | 7.00 | 443 | 16.89 | ||||
2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 161,194 | 0.56 | 12,715 | -2.64 | ||||
2025-08-26 | NP | IUAAX - VY(R) Invesco 股票和收益投资组合类别 ADV | 50,998 | 1.19 | 4,152 | 10.31 | ||||
2025-08-12 | 13F | 美国世纪公司 | 42,310 | 25.37 | 3,445 | 36.67 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 79,107 | 4.24 | 6 | 20.00 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 11,107 | 3.65 | 904 | 13.00 | ||||
2025-08-11 | 13F | 交响金融有限公司 | 38,339 | 3,121 | ||||||
2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 2,088 | 28.02 | 165 | 24.24 | ||||
2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 6,661 | 2.49 | 542 | 11.75 | ||||
2025-07-23 | 13F | 石门投资集团有限责任公司 | 21,654 | 3.26 | 1,763 | 12.52 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 10,224,056 | 0.97 | 832,141 | 10.08 | ||||
2025-08-27 | NP | TVLAX - Touchstone 价值基金 A | 215,961 | 1.49 | 17,581 | 10.64 | ||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 436,563 | 4.63 | 35,541 | 14.06 | ||||
2025-08-12 | 13F | 博克夫,那 | 27,872 | 0.39 | 2,269 | 9.45 | ||||
2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 15,409 | 11.69 | 1,215 | 8.19 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 18,267 | 4.69 | 1,487 | 14.12 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 99,195 | 59.63 | 8,076 | 74.03 | ||||
2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 3,015 | 2.10 | 245 | 11.36 | ||||
2025-08-14 | 13F | ISAM 基金(英国)有限公司 | 7,818 | 636 | ||||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 11,330 | 0.91 | 927 | 10.62 | ||||
2025-08-29 | NP | JMIVX - Janus Henderson 中盘价值基金 L 级 | 296,375 | 9.88 | 24,128 | 19.78 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 46 | 12.20 | 4 | 0.00 | ||||
2025-08-05 | 13F | 布莱斯角资本有限责任公司 | 8,470 | 690 | ||||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛增长机会基金服务 | 8,522 | 1.95 | 694 | 11.06 | ||||
2025-07-30 | NP | DTEC - 阿尔卑斯颠覆性技术 ETF | 11,254 | 4.99 | 896 | 17.45 | ||||
2025-08-13 | 13F | 奥西亚姆 | 24,475 | 32.97 | 1,993 | 44.98 | ||||
2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 39,912 | 1.95 | 3,249 | 11.15 | ||||
2025-07-30 | 13F | 财务视角公司 | 150 | 0.67 | 12 | 9.09 | ||||
2025-08-13 | 13F | 资本国际投资者 | 1,693,552 | 0.72 | 137,872 | 9.80 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 813 | 283.49 | 66 | 340.00 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 42,662 | 4.38 | 3,473 | 13.79 | ||||
2025-08-13 | 13F | 法国外贸银行 | 21,738 | 25.80 | 1,770 | 38.31 | ||||
2025-07-22 | 13F | 红门财富管理有限责任公司 | 2,648 | 216 | ||||||
2025-08-13 | 13F | 基尔特集团有限公司 | 15 | 1 | ||||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 427 | 2.40 | 35 | 9.68 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州财富建立基金标准级 | 7,341 | 1.45 | 598 | 10.56 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 6,112 | 1.87 | 498 | 10.94 | ||||
2025-07-11 | 13F | 永久有限公司 | 463,617 | 3.11 | 37,743 | 12.41 | ||||
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 | 532,408 | 1.53 | 42,385 | 13.65 | ||||
2025-05-15 | 13F | Kodai资本管理有限责任公司 | 122,418 | 9,142 | ||||||
2025-08-13 | 13F | 挪威银行 | 7,675,445 | 624,858 | ||||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 256,876 | 1.75 | 20,912 | 10.92 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 11,888 | 24.09 | 968 | 35.24 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 33,400 | 31.50 | 2,719 | 43.41 | |||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 186,853 | 13.46 | 14,875 | 27.01 | ||||
2025-08-06 | 13F | 南州公司 | 11,118 | 0.06 | 905 | 9.17 | ||||
2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 197,770 | 25.90 | 15,744 | 40.94 | ||||
2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 108,278 | 4.13 | 8,815 | 13.51 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 32,200 | 61.81 | 2,621 | 76.38 | |||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 123 | 10 | ||||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 173 | 652.17 | 14 | 1,300.00 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 3,710 | 302 | ||||||
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 | 51,217 | 1.12 | 4,170 | 10.23 | ||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 24,480 | 2.32 | 2,002 | 12.04 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 88 | 2,100.00 | 7 | |||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 885 | 6.37 | 72 | 16.13 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 633,569 | 32.87 | 51,579 | 44.85 | ||||
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 | 1,595 | 19.12 | 126 | 14.68 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 72,566 | 129.02 | 5,908 | 149.66 | ||||
2025-03-26 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 765,463 | 62,362 | ||||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 1,080 | 87.18 | 88 | 102.33 | ||||
2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -36,240 | -4.73 | -2,885 | 6.65 | |||
2025-08-07 | 13F | 银色顾问公司 | 14,607 | 4.79 | 1,189 | 14.33 | ||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 9,744 | 2.90 | 793 | 12.16 | ||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -186 | -63.95 | -15 | -60.53 | |||
2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 1,496 | 19.87 | 118 | 16.83 | ||||
2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 3,090,969 | 30.60 | 251,636 | 42.37 | ||||
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 | 731,116 | 11.56 | 59,520 | 21.61 | ||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | 2,629 | 214 | ||||||
2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 21,865 | 31.32 | 1,780 | 32.44 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -45,606 | 1.45 | -3,631 | 13.58 | |||
2025-08-14 | 13F | 西永资本有限公司 | 3,014 | 245 | ||||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 6,174 | 21.85 | 503 | 32.80 | ||||
2025-08-08 | 13F | 华盛顿信托公司 | 89,928 | 1.01 | 7,321 | 10.12 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 452,200 | 24.61 | 36,814 | 35.84 | |||
2025-08-13 | 13F | 财务自由有限责任公司 | 208 | 0.48 | 17 | 6.67 | ||||
2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84,909 | 39.27 | 6,912 | 51.81 | ||||
2025-08-14 | 13F | 财富保全顾问有限公司 | 673 | 1.05 | 55 | 10.20 | ||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 46,650 | 4.42 | 3,680 | 1.10 | ||||
2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 53,610 | 40.61 | 4,268 | 57.40 | ||||
2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 3,704 | 302 | ||||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 20,919 | 15.20 | 1,703 | 25.59 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,002,977 | 4.93 | 81,652 | 14.38 | ||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 24,042 | 0.73 | 1,981 | 11.17 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 4,540 | 60.37 | 370 | 74.88 | ||||
2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 673,008 | 12.28 | 54,790 | 22.40 | ||||
2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 182 | 3.41 | 0 | |||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 84,297 | 526.51 | 6,863 | 583.47 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 80,027 | 2.35 | 6,515 | 11.56 | ||||
2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 6,696 | 0.21 | 545 | 9.22 | ||||
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 | 39,749 | 1.44 | 3,164 | 13.57 | ||||
2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 78,016 | 0.29 | 6,351 | 9.33 | ||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 4,329 | 7.96 | 352 | 17.73 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 43,312 | 0.32 | 3,526 | 9.37 | ||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 57,206 | 45.21 | 4,512 | 40.60 | ||||
2025-08-29 | NP | 多策略成长与收益基金 | 4,934 | 402 | ||||||
2025-07-11 | 13F | 格罗夫银行与信托 | 238 | 14.42 | 19 | 26.67 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 529 | 43 | ||||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 12,089 | 0.72 | 984 | 9.82 | ||||
2025-07-30 | 13F | 道德公司 | 80,474 | 8.97 | 6,502 | 18.09 | ||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 1,420 | 116 | ||||||
2025-08-08 | 13F | 财富联盟 | 9,855 | 9.37 | 802 | 19.35 | ||||
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 | 1,803 | 147 | ||||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a) | 146,732 | 180.11 | 11,945 | 201.79 | ||||
2025-08-14 | 13F | 瑞银集团 | 3,186,073 | 28.50 | 259,378 | 40.08 | ||||
2025-08-13 | 13F/A | StoneX集团公司 | 8,626 | 477 | ||||||
2025-08-04 | 13F | 财务规划中心有限公司 | 4,399 | 2.35 | 358 | 11.88 | ||||
2025-08-06 | 13F | Vantage 金融合作伙伴有限责任公司 | 3,419 | 0.50 | 278 | 9.45 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 11 | 1 | ||||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 12,545 | 3.25 | 1,021 | 12.57 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/mfs 中盘价值基金 Jnl/mfs 中盘价值基金 (a) | 240,692 | 1.04 | 19,595 | 10.15 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 48,933 | 1.02 | 3,984 | 10.12 | ||||
2025-08-04 | 13F | 尖峰财富管理 | 1,212 | 1,396.30 | 99 | 1,533.33 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 10,256 | 12.21 | 835 | 22.29 | ||||
2025-07-08 | 13F | NBC 证券公司 | 1,117 | 24.39 | 0 | |||||
2025-08-05 | 13F | 西区投资管理公司 | 85 | 7 | ||||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend 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 | 63,071 | 7.65 | 5,135 | 17.35 | ||||
2025-07-23 | 13F | Avantra 家庭财富有限公司 | 10,396 | 2.24 | 846 | 11.46 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 29,968 | 176.28 | 2,440 | 201.11 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 46,400 | 40.18 | 3,777 | 52.85 | |||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 920 | 23.66 | 75 | 34.55 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 102,983 | 1.04 | 8 | 14.29 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 19,287 | 5.20 | 1,535 | 17.81 | ||||
2025-07-21 | 13F | 山顶国家银行 | 19,844 | 5.87 | 1,616 | 6.74 | ||||
2025-08-12 | 13F | 里士满投资服务有限公司 | 2,738 | 223 | ||||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 84,800 | 44.46 | 6,904 | 57.49 | |||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 751,075 | 37.83 | 61,145 | 50.25 | ||||
2025-07-22 | 13F | 红龟有限责任公司 | 130 | 31.31 | 11 | 42.86 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 96,817 | 2.11 | 7,637 | -1.15 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 9,979 | 15.77 | 812 | 26.28 | ||||
2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 24,727 | 43.71 | 2,013 | 56.78 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 13,575 | 33.18 | 1,105 | 45.20 | ||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 2,728 | 222 | ||||||
2025-08-05 | 13F | 登喜路金融有限责任公司 | 156 | 16.42 | 13 | 20.00 | ||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,924 | 1,182.46 | 231 | 1,177.78 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 2,429 | 7.62 | 198 | 17.26 | ||||
2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 3 | 0 | ||||||
2025-07-23 | 13F | 公平信托公司 | 207,975 | 0.95 | 16,931 | 10.06 | ||||
2025-08-07 | 13F | LOM资产管理有限公司 | 100 | 0 | ||||||
2025-08-22 | 13F | Cim投资管理公司 | 9,112 | 99.65 | 739 | 117.06 | ||||
2025-03-31 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,239 | 2,789 | ||||||
2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 94,800 | 18.80 | 7,718 | 29.50 | |||
2025-06-27 | NP | GDIV - Harbour 股息增长领先 ETF | 43,283 | 7.16 | 3,414 | 3.77 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 201 | 3.61 | 16 | 14.29 | ||||
2025-08-14 | 13F | Synovus金融公司 | 8,608 | 2.54 | 701 | 11.82 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 3,786 | 307.97 | 308 | 346.38 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 153,100 | 42.82 | 12,464 | 55.69 | |||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 271,900 | 6.96 | 22,135 | 16.60 | |||
2025-08-12 | 13F | 旅程战略财富有限公司 | 11,126 | 5.48 | 906 | 14.99 | ||||
2025-08-12 | 13F | DnB 资产管理公司 | 99,192 | 1.63 | 8,075 | 10.80 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 3,000,458 | 19.50 | 244,267 | 30.27 | ||||
2025-07-28 | 13F | 港口投资公司 | 20,507 | 1.70 | 1,670 | 10.90 | ||||
2025-08-04 | 13F | 长荣财富管理有限公司 | 19,210 | 0.30 | 1,564 | 9.30 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 26,762 | 26.96 | 2,179 | 38.37 | ||||
2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 50,403 | 1.42 | 3,976 | -1.80 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 69,300 | 71.11 | 5,642 | 86.54 | |||
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 | 5,337 | 4.96 | 434 | 14.51 | ||||
2025-07-29 | NP | ACGIX - 景顺成长和收益基金 A 类 | 675,308 | 9.10 | 53,761 | 22.13 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 2,783 | -121.44 | 227 | -123.32 | ||||
2025-06-30 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 15,718 | 1,240 | ||||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 8,793 | 0.24 | 716 | 9.16 | ||||
2025-07-10 | 13F | 穆迪国家银行信托部 | 7,468 | 5.30 | 608 | 14.74 | ||||
2025-08-13 | 13F | 资本分析师公司 | 307 | 0.33 | 0 | |||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 57,726 | 4,553 | ||||||
2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 331,324 | 217.08 | 26,973 | 245.67 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 4,336 | 34.91 | 353 | 47.28 | ||||
2025-08-14 | 13F | 美国银行 /de/ | 6,856,374 | 3.01 | 558,177 | 12.29 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 25,906 | 21.92 | 2,109 | 32.98 | ||||
2025-05-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 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 | 69,774 | 2.22 | 5,211 | -5.50 | ||||
2025-04-25 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,848 | 345 | ||||||
2025-08-05 | 13F | Palogic 价值管理有限合伙人 | 3,768 | 7.20 | 307 | 16.79 | ||||
2025-08-15 | 13F | 发送者公司及合作伙伴公司 | 4,331 | 353 | ||||||
2025-07-29 | NP | BPGSX - 波士顿合作伙伴全球可持续发展基金机构级 | 3,318 | 25.78 | 264 | 41.18 | ||||
2025-04-25 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 14,900 | 217.56 | 1,060 | 164.75 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 59,382 | 3.65 | 4,823 | 12.74 | ||||
2025-08-12 | 13F/A | 波士顿合作伙伴 | 11,820,211 | 10.49 | 958,537 | 19.75 | ||||
2025-08-14 | 13F | Meridiem资本合伙公司 | 407,126 | 47.38 | 33,144 | 60.67 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 343 | 0.29 | 28 | 8.00 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 10,072 | 71.94 | 820 | 87.41 | ||||
2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 87,993 | 4.07 | 7,163 | 13.45 | ||||
2025-08-29 | NP | JVLAX - 约翰汉考克纪律价值基金 A 类 | 3,575,448 | 19.93 | 291,077 | 30.74 | ||||
2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | 110,100 | 8,963 | ||||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 39,600 | 3,224 | |||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 37,700 | 135.62 | 3,069 | 157.04 | |||
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 | 210,185 | 4.26 | 16,733 | 16.71 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 2,779 | 226 | ||||||
2025-08-15 | 13F | Semmax 财务顾问公司 | 32,291 | 1.56 | 2,298 | -7.75 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 233,245 | 4.53 | 18,988 | 13.95 | ||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 119 | 10 | ||||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 34 | 3 | ||||||
2025-07-23 | 13F | RMG财富管理有限责任公司 | 3,133 | 251 | ||||||
2025-06-26 | NP | 贝莱德中型股股息系列有限公司 - 贝莱德中型股股息基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 242,324 | 7.52 | 19,115 | 4.10 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 23 | 109.09 | 2 | |||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 415,538 | 8.47 | 33,828 | 19.89 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 334 | 43.97 | 27 | 58.82 | ||||
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 | 29 | 2 | ||||||
2025-05-02 | 13F | 因维拉财富顾问有限责任公司 | 11,170 | 1.10 | 834 | -4.79 | ||||
2025-08-12 | 13F | XTX Topco有限公司 | 60,528 | 3.67 | 4,928 | 13.00 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 934 | 76 | ||||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 10,304 | 27.83 | 839 | 39.43 | ||||
2025-05-30 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | Short | -8,921 | -666 | |||||
2025-08-11 | 13F | 先锋集团公司 | 63,019,323 | 0.60 | 5,130,403 | 9.67 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 131 | 197.73 | 11 | 233.33 | ||||
2025-08-26 | NP | 机构投资策略基金 | 40 | 14.29 | 3 | 50.00 | ||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 20,309 | 2.63 | 1,653 | 11.92 | ||||
2025-08-12 | 13F | MAI资本管理 | 23,821 | 258.48 | 1,939 | 290.93 | ||||
2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 4,149 | 0.22 | 338 | 9.06 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 7,192 | 2.26 | 573 | 14.40 | ||||
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 | 289 | 445.28 | 23 | 450.00 | ||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 67,342 | 9.32 | 5,482 | 19.17 | ||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 353 | 29 | ||||||
2025-07-23 | NP | CFMSX - 中盘精选基金栏 | 43,729 | 5.65 | 3,481 | 18.28 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 912,778 | 3.50 | 74,309 | 12.83 | ||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 3,926 | 282 | ||||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 352,252 | 3.67 | 27,786 | 0.37 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 583,061 | 30.82 | 47,467 | 42.61 | ||||
2025-08-11 | 13F | 潮汐有限责任公司 | 12 | 1 | ||||||
2025-08-14 | 13F | 克利福德集团有限责任公司 | 3,783 | 2.24 | 308 | 11.23 | ||||
2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89,651 | 14.89 | 7,072 | 11.23 | ||||
2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 3,874 | 42.90 | 315 | 55.94 | ||||
2025-07-09 | 13F | 鲍曼公司 | 19,887 | 7.07 | 1,619 | 16.74 | ||||
2025-07-16 | 13F | 长荣私人财富有限责任公司 | 21 | 2 | ||||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 2,319 | 8.47 | 183 | 4.60 | ||||
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 | 187,091 | 16.57 | 15,231 | 27.08 | ||||
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 291 | 3.56 | 24 | 15.00 | ||||
2025-08-14 | 13F | Point72 欧洲(伦敦)有限责任合伙 | 86,400 | 25.04 | 7,034 | 36.30 | ||||
2025-07-24 | NP | FEIAX - 富达顾问股票收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 113,100 | 101.25 | 9,004 | 125.30 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 43,992 | 268.75 | 3,581 | 271.86 | ||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 4,923 | 1.86 | 401 | 11.11 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 10,537 | 86.23 | 858 | 103.08 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 2,922 | 238 | ||||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 49,862 | 19.17 | 3,970 | 33.41 | ||||
2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 3,728 | 0.78 | 303 | 9.78 | ||||
2025-07-25 | 13F | CWM有限公司 | 35,237 | 166.18 | 3 | |||||
2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 11,000 | 4.83 | 896 | 14.30 |