机构和基金投资人持股 - 买家
在飞塔公司中开设新头寸的主要持有者包括 蒙特鲁斯科博尔顿投资公司, Kodai资本管理有限责任公司, 索格拉斯资产管理有限公司, 弗里斯通格罗夫合伙公司, Sig 经纪公司, 瑞穗证券美国有限公司, OWTEX - 老韦斯特伯里全股票基金, Westerkirk资本公司, MASTERINVEST 资本投资有限公司, RISN - Inspire 战术平衡 ESG ETF, BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股, 频谱财富顾问有限责任公司, 西方金融公司/CA, Abc 套利 Sa, 克利尔街市场有限责任公司, 基勒托马斯管理有限责任公司, 屋顶 Eidam 和 Maycock/adv, Tema ETF 信托 - Tema 垄断和寡头 ETF, 多元化咨询服务有限公司, 和 保诚系列基金 - 全球投资组合 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。
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 31,430 | 52.01 | 3,323 | 66.93 | ||||
2025-07-29 | 13F | 屋顶 Eidam 和 Maycock/adv | 11,830 | 1,251 | ||||||
2025-07-23 | 13F | 格柏有限公司 | 6,400 | 0.39 | 677 | 10.28 | ||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 2,803 | 218.89 | 296 | 252.38 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 3,017 | 3.64 | 319 | 13.57 | ||||
2025-07-28 | 13F | 港口投资公司 | 1,540 | 1.78 | 163 | 11.72 | ||||
2025-07-25 | 13F | 投资咨询集团有限责任公司 | 5,063 | 0.06 | 535 | 9.86 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | 6,191 | 655 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 255,290 | 3.29 | 26,989 | 13.44 | ||||
2025-07-15 | 13F | 灰点有限责任公司 | 3,762 | 2.34 | 398 | 12.46 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 2,005 | 212 | ||||||
2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 129,035 | 0.48 | 13,642 | 10.36 | ||||
2025-07-09 | 13F | 诚实资本有限责任公司 | 1,918 | 203 | ||||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 5,500 | 581 | ||||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 2,098 | 222 | ||||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 411,958 | 4.78 | 42,745 | 7.78 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | 44,883 | 134.46 | 4,745 | 157.60 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 2,400 | 254 | |||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 40,700 | 4,303 | |||||
2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 2,118 | 224 | ||||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 6,968 | 9.40 | 709 | 3.20 | ||||
2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 839 | 0.24 | 81 | 1.27 | ||||
2025-08-11 | 13F | 科特兰山资本管理有限公司 | 8,365 | 6.26 | 884 | 16.93 | ||||
2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 5,703 | 6.22 | 603 | 16.67 | ||||
2025-08-14 | 13F | PZU SA 投资基金公司 | 5,530 | 7.80 | 585 | 18.46 | ||||
2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 1,232 | 11.90 | 128 | 14.41 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,203 | 23.89 | 125 | 27.84 | ||||
2025-07-22 | 13F | 旧国家银行/in/ | 210,554 | 6.00 | 22,260 | 16.42 | ||||
2025-08-13 | 13F | 美德资本管理有限公司 | 2,720 | 288 | ||||||
2025-08-12 | 13F | MAI资本管理 | Call | 42 | 10.53 | |||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 668 | 45.85 | 71 | 59.09 | ||||
2025-08-04 | 13F | 三角帆信托基金 | 4,535 | 0.78 | 479 | 10.62 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 14,592 | 8.33 | 1,543 | 21.23 | ||||
2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 46 | -127.71 | 5 | -126.67 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 5,238 | 1,405.17 | 538 | 1,527.27 | ||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 4,875 | 114.57 | 515 | 136.24 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 5,259 | 2.36 | 556 | 12.35 | ||||
2025-07-28 | NP | TOWTX - Towpath 科技基金机构股份类别 | 1,500 | 36.36 | 153 | 28.81 | ||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | Call | 14,900 | 1,575 | |||||
2025-08-14 | 13F | 道富银行 | 29,183,161 | 3.05 | 3,085,244 | 13.17 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 1,684,961 | 5.61 | 178,134 | 15.99 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 51,586 | 5.07 | 5,454 | 15.38 | ||||
2025-08-26 | NP | TTEQ-T. Rowe Price 科技 ETF | 2,062 | 25.81 | 218 | 38.22 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 95,006 | 1.40 | 10,044 | 11.38 | ||||
2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 5,514 | 29.92 | 583 | 42.65 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,201 | 12.14 | 127 | 22.33 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 238,267 | 1.85 | 22,936 | 3.77 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 8,099,888 | 4.73 | 856 | 15.05 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 209,781 | 8.03 | 22,178 | 18.66 | ||||
2025-05-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 10,300 | 80.70 | 991 | 84.20 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 1,123,224 | 3.72 | 118,257 | 13.35 | ||||
2025-08-14 | 13F | 瑞银集团 | Put | 27,800 | 24.11 | 2,939 | 36.32 | |||
2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 5,835 | 4.51 | 617 | 14.71 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 630,909 | 1.21 | 66,700 | 11.15 | ||||
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 | 15,840 | 37.19 | 1,644 | 41.15 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 3,347 | 48.69 | 322 | 51.89 | ||||
2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 2,692 | 25.44 | 285 | 37.86 | ||||
2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 16,816 | 105.75 | 1,778 | 126.08 | ||||
2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 1,945 | 206 | ||||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 309,556 | 29.15 | 32,728 | 41.85 | ||||
2025-05-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 78,405 | 9.96 | 7,547 | 12.04 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 2,852 | 3.63 | 302 | 14.02 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 5,883 | 7.31 | 610 | 10.31 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 2,000 | 211 | |||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 3,500 | 370 | |||||
2025-07-14 | 13F | 克鲁资本管理有限公司 | 8,075 | 854 | ||||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 238,780 | 0.59 | 25,244 | 10.47 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 24,790 | 77.92 | 2,621 | 95.38 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Put | 400 | 42 | |||||
2025-08-14 | 13F | 美国银行 /de/ | 3,635,214 | 9.62 | 384,315 | 20.39 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 4,190,449 | 15.98 | 437,022 | 25.65 | ||||
2025-05-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,640 | 9.49 | 1,698 | 11.56 | ||||
2025-08-13 | 13F | 玛亚财富有限责任公司 | 8,539 | 226.54 | 903 | 256.52 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 20,000 | 2,114 | |||||
2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 64,439 | 4.05 | 6,686 | 7.03 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 137 | 14 | ||||||
2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 257,651 | 69.22 | 26,734 | 74.05 | ||||
2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 41,390 | 113.64 | 4,376 | 134.71 | ||||
2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,938,203 | 5.12 | 310,627 | 15.45 | ||||
2025-08-12 | 13F | 基石财富管理有限责任公司 | 2,550 | 270 | ||||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 4,013 | 17.55 | 424 | 29.27 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 205,467 | 0.08 | 21,722 | 9.91 | ||||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 5,299 | 29.06 | 560 | 41.77 | ||||
2025-07-22 | 13F | JSF 金融有限责任公司 | 9,488 | 1,003 | ||||||
2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 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 | 132,379 | 14.13 | 13,995 | 25.35 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 198,416 | 25.18 | 20,470 | 32.57 | ||||
2025-08-14 | 13F | 埃勒维图斯财富管理 | 3,792 | 17.87 | 401 | 29.45 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 206,948 | 60.97 | 21,879 | 76.79 | ||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 24,699 | 625.80 | 2,378 | 640.50 | ||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,775 | 57.64 | 181 | 48.76 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 16,068 | 25.44 | 1,692 | 35.79 | ||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,996 | 4.78 | 211 | 15.30 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 357,560 | 18.60 | 38 | 27.59 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 669 | 0 | ||||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 21,485 | 0.70 | 2,271 | 10.62 | ||||
2025-05-29 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 3,720 | 358 | ||||||
2025-07-24 | 13F | Krs资本管理有限公司 | 46,080 | 0.71 | 4,872 | 10.60 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 50,415 | 22.15 | 5,330 | 34.13 | ||||
2025-08-26 | NP | IXN - iShares 全球科技 ETF | 200,241 | 0.23 | 21,169 | 10.08 | ||||
2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 624 | 69.57 | 66 | 85.71 | ||||
2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 5,131 | 0.49 | 542 | 10.39 | ||||
2025-08-14 | 13F | 大谷顾问集团有限公司 | 6,231 | 8.46 | 659 | 18.99 | ||||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 2,222 | 3.11 | 235 | 13.04 | ||||
2025-08-04 | 13F | 俄亥俄州 | 165,674 | 9.03 | 17,515 | 19.74 | ||||
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 | 290,689 | 1.33 | 30,162 | 4.22 | ||||
2025-08-12 | 13F | 企业金融服务公司 | 16,446 | 0.65 | 1,739 | 10.56 | ||||
2025-08-11 | 13F | 钷顾问有限责任公司 | 2,050 | 217 | ||||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 70,100 | 1,569.05 | 7,411 | 1,734.16 | |||
2025-08-14 | 13F | 都铎投资公司等 | Put | 24,300 | 406.25 | 2,569 | 455.84 | |||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 219 | 23 | ||||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 457,123 | 0.65 | 48,327 | 10.55 | ||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 194,400 | 0.83 | 20,552 | 10.74 | ||||
2025-07-30 | 13F | Axecap 投资有限责任公司 | 61,830 | 18.64 | 6,537 | 30.30 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 56,061 | 6 | ||||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 140 | 15 | ||||||
2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 34,235 | 0.64 | 3,619 | 10.54 | ||||
2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 12,461 | 1,317 | ||||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 8,126 | 54.78 | 859 | 70.10 | ||||
2025-07-15 | 13F | 麦克亚当有限责任公司 | 3,304 | 349 | ||||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 52,300 | 200.57 | 5,529 | 230.29 | |||
2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 34,349 | 192.01 | 3,564 | 200.51 | ||||
2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 267,500 | 4.94 | 28,280 | 15.26 | ||||
2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 264 | 14.29 | 28 | 22.73 | ||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 10,551 | 1.54 | 1,116 | 11.50 | ||||
2025-07-17 | 13F | 罗利资本管理公司 | 2,268 | 27.27 | 240 | 39.77 | ||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 6,769 | 32.31 | 716 | 45.33 | ||||
2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 601,250 | 5.73 | 63,564 | 16.12 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 6,854 | 91.45 | 725 | 110.47 | ||||
2025-08-26 | NP | PRMTX - T. Rowe Price 通信与技术基金 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 | 1,120,400 | 77.17 | 118,449 | 94.58 | ||||
2025-05-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 127,800 | 68.60 | 12,302 | 71.79 | ||||
2025-08-01 | 13F | CCLA投资管理有限公司 | 1,455,935 | 6.63 | 154 | 16.79 | ||||
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 | 68,891 | 3.39 | 7,012 | -2.57 | ||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 9,857 | 72.60 | 1,023 | 77.43 | ||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 8,162 | 847 | ||||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 5,767 | 5.80 | 610 | 16.22 | ||||
2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Growth 股票 ETF | 32,241 | 0.33 | 3,281 | -5.47 | ||||
2025-08-08 | 13F | 木星资产管理有限公司 | 528,050 | 55,825 | ||||||
2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 93,670 | 9,903 | ||||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 287,493 | 0.30 | 30,394 | 10.16 | ||||
2025-07-29 | 13F | S-Bank基金管理有限公司 | 4,943 | 523 | ||||||
2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 1,851,505 | 1,668.64 | 195,741 | 1,842.65 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 76,096 | 14.31 | 8,045 | 25.55 | ||||
2025-07-30 | 13F | 驱动财富管理有限公司 | 2,385 | 3.92 | 252 | 14.55 | ||||
2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 1,790 | 91.44 | 182 | 82.00 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 278,677 | 4.89 | 29,462 | 15.20 | ||||
2025-07-15 | 13F | 阿米斯顾问有限公司 | 6,896 | 46.97 | 683 | 40.53 | ||||
2025-08-12 | 13F | 贝莱德公司 | 63,864,600 | 8.95 | 6,751,765 | 19.66 | ||||
2025-08-12 | 13F | 关闭资产管理有限公司 | 5,465 | 1 | ||||||
2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 782,771 | 90.74 | 79,232 | 100.56 | ||||
2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 5,194 | 40.95 | 529 | 32.66 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 3,898 | 25.34 | 412 | 37.79 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 1,350 | 143 | ||||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 33,807 | 0.84 | 3,574 | 10.75 | ||||
2025-07-11 | 13F | 赖特投资者服务公司 | 4,667 | 493 | ||||||
2025-08-05 | 13F | 密歇根州退休系统 | 197,770 | 14.60 | 20,908 | 25.87 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 2,853 | 42.58 | 302 | 56.77 | ||||
2025-07-07 | 13F | TruWealth 顾问有限责任公司 | 9,797 | 7.15 | 1,036 | 17.61 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 1,631 | 6.25 | 172 | 17.01 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 815,534 | 4.79 | 86 | 14.67 | ||||
2025-07-29 | 13F | 地区金融公司 | 6,149 | 0.85 | 650 | 10.92 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,067 | 17.20 | 427 | 15.41 | ||||
2025-07-25 | 13F | 航点财富顾问 | 4,103 | 62.56 | 434 | 78.93 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 6,390 | 676 | ||||||
2025-07-09 | 13F | 网关投资顾问有限公司 | 28,382 | 18.74 | 3,001 | 30.43 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 309 | 4.75 | 33 | 14.29 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 2,103 | 46.65 | 222 | 60.87 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 18,732 | 215.73 | 1,980 | 231.66 | ||||
2025-06-26 | NP | FLRG - 富达美国多因素 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 | 7,371 | 33.17 | 765 | 138.01 | ||||
2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 330,616 | 8.24 | 34,953 | 18.87 | ||||
2025-07-23 | 13F | Nbt 银行 NA /纽约 | 125 | 25.00 | 13 | 44.44 | ||||
2025-08-04 | 13F | 精明顾问公司 | 2,049 | 217 | ||||||
2025-08-26 | NP | LST——Leuthold 精选行业 ETF | 2,361 | 20.03 | 250 | 31.75 | ||||
2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 23,270 | 4.22 | 2,460 | 14.47 | ||||
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 | 330,494 | 0.48 | 34,940 | 10.36 | ||||
2025-08-14 | 13F | 农林中金银行 | 57,780 | 9.62 | 6,109 | 20.40 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 20,099 | 22.61 | 2,125 | 34.69 | ||||
2025-08-13 | 13F | StoneX集团公司 | 16,857 | 75.32 | 1,782 | 92.65 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 78 | 20.00 | 8 | 33.33 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 4,328 | 43.60 | 458 | 57.59 | ||||
2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,058 | 10.00 | 323 | 20.97 | ||||
2025-06-24 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 30,679 | 38.37 | 3,183 | 42.35 | ||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 9,918 | 2.13 | 991 | -1.69 | ||||
2025-08-01 | 13F | 达美投资管理有限责任公司 | 5,625 | 3.84 | 595 | 14.01 | ||||
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 | 22,657 | 22.60 | 2,395 | 34.70 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 10,143 | 16.84 | 1,052 | 20.23 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 2,475 | 13.69 | 262 | 24.88 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 30,926 | 4.82 | 3,269 | 15.11 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 236,213 | 19.86 | 24,972 | 31.63 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 4 | 0 | ||||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 6,615 | 130.09 | 699 | 153.26 | ||||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 10,500 | 1,110 | ||||||
2025-08-07 | 13F | 策略资产管理公司 | 24,279 | 0.17 | 2,567 | 9.99 | ||||
2025-08-29 | NP | GraniteShares ETF 信托 - GraniteShares XOUT 美国大盘 ETF | 8,613 | 1.42 | 911 | 11.38 | ||||
2025-08-12 | 13F | 富腾金融集团有限公司 | 3,775 | 399 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 13,145 | 60.23 | 1,364 | 64.81 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 46,781 | 94.46 | 5 | 100.00 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 3,119 | 4.81 | 324 | 7.67 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 20,938 | 0.16 | 2,131 | -5.58 | ||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 2,492 | 263 | ||||||
2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 83,141 | 1.15 | 8,950 | 11.42 | ||||
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 | 4,282 | 0.16 | 436 | -5.64 | ||||
2025-07-24 | 13F | 易方达基金管理(香港)有限公司 | 355 | 41.43 | 38 | |||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 335,641 | 0.60 | 35,484 | 10.49 | ||||
2025-08-08 | 13F | Mv 资本管理公司 | 2,351 | 0.21 | 249 | 10.22 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 136 | 70.00 | 14 | 100.00 | ||||
2025-08-13 | 13F | 克莱雷资产管理公司 | 2,686 | 0 | ||||||
2025-08-14 | 13F | 信托信托公司 | 10,693 | 2.09 | 1,130 | 12.10 | ||||
2025-08-28 | NP | ADSIX - 纪律成长基金投资者类别 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 | 23,957 | 9.26 | 2,533 | 20.00 | ||||
2025-07-25 | 13F | 养老金保障基金委员会 | 2,300 | 4.55 | 243 | 15.17 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 2,650,509 | 3.93 | 280,212 | 14.15 | ||||
2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 26,726 | 42.26 | 2,773 | 46.33 | ||||
2025-07-07 | 13F | 西联银行 | 7,375 | 1.03 | 780 | 10.97 | ||||
2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 7,417 | 9.17 | 784 | 19.88 | ||||
2025-08-13 | 13F | 第一生命保险株式会社 | 29,644 | 97.14 | 3,134 | 116.52 | ||||
2025-05-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 5,700 | 23.91 | 549 | 26.27 | ||||
2025-08-07 | 13F | 费根联合公司 | 67,410 | 0.29 | 7,127 | 10.14 | ||||
2025-07-11 | 13F | 国会公园资本有限责任公司 | 20,900 | 2.85 | 2,210 | 12.93 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 744,948 | 2.84 | 78,756 | 12.95 | ||||
2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 3,834 | 405 | ||||||
2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 1,532 | 11.01 | 159 | 13.67 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 8,044,824 | 2.28 | 850,499 | 12.33 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 91,214 | 5.84 | 9,643 | 16.25 | ||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 636,766 | 6.00 | 64,810 | -0.11 | ||||
2025-08-01 | 13F | Envestnet资产管理公司 | 648,605 | 7.32 | 68,566 | 17.86 | ||||
2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 243,894 | 2.91 | 25,306 | 5.85 | ||||
2025-07-28 | 13F | 高山森林资本投资者有限公司 | 5,734 | 42.81 | 606 | 56.99 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 50,323 | 28.22 | 5,320 | 40.82 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 5,790 | 7.94 | 612 | 18.60 | ||||
2025-08-26 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 1,100,000 | 57.14 | 116,292 | 72.59 | ||||
2025-07-31 | 13F | 三井住友信托控股公司 | 1,766,816 | 3.61 | 186,788 | 13.80 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 172,908 | 9.76 | 17,941 | 12.89 | ||||
2025-05-12 | 13F | 桑迪泉银行 | 4,510 | 0.22 | 434 | 2.12 | ||||
2025-05-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 20,700 | 52.21 | 1,993 | 55.14 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 20,912,527 | 1.33 | 2,210,872 | 11.29 | ||||
2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 14,664 | 18.58 | 1,550 | 30.25 | ||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 37,607 | 31.91 | 3,976 | 44.86 | ||||
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 | 856,285 | 4.63 | 90,526 | 14.91 | ||||
2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 3,638 | 9.02 | 370 | 2.78 | ||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 175 | 19 | ||||||
2025-08-08 | 13F | 国民年金服务 | 2,172,337 | 4.80 | 229,659 | 15.10 | ||||
2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 2,901 | 2.69 | 0 | |||||
2025-08-06 | 13F | Kcm 投资顾问有限公司 | 38,711 | 1.97 | 4,093 | 11.99 | ||||
2025-08-14 | 13F | 富国银行/百万 | Call | 2,100 | 222 | |||||
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 | 60,616 | 5.25 | 6,290 | 8.26 | ||||
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 | 914,138 | 8.67 | 93,041 | 2.41 | ||||
2025-07-02 | 13F | Lvm资本管理有限公司/mi | 90,057 | 0.94 | 10 | 12.50 | ||||
2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 2,914 | 308 | ||||||
2025-03-31 | NP | FFTY - 创新者 IBD(R) 50 ETF | 15,578 | 295.78 | 1,572 | 408.41 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 6,053,669 | 1.37 | 634,303 | 13.04 | ||||
2025-07-17 | 13F | GraniteShares 顾问有限责任公司 | 8,613 | 1.42 | 911 | 11.38 | ||||
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 | 639,086 | 2.91 | 65,046 | -3.02 | ||||
2025-08-14 | 13F | 富国银行/百万 | 935,175 | 20.36 | 98,867 | 32.18 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 4,359 | 78.14 | 461 | 95.74 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 35,600 | 2,866.67 | 3,764 | 3,172.17 | |||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 54,968 | 2.18 | 5,811 | 12.22 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 2,177 | 1.35 | 230 | 11.65 | ||||
2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 1,993 | 211 | ||||||
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 | 27,151 | 12.34 | 2,817 | 15.55 | ||||
2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 10,360 | 0.01 | 1,095 | 9.83 | ||||
2025-08-13 | 13F | 法国集团 | 63,100 | 15.25 | 6,641 | 21.88 | ||||
2025-07-15 | 13F | 波士顿卓越财富有限责任公司 | 2,925 | 309 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,491 | 0.61 | 158 | 10.56 | ||||
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 | 50,382 | 7.56 | 5,228 | 10.62 | ||||
2025-08-01 | 13F | SYM金融公司 | 6,003 | 3.32 | 635 | 13.42 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 70,815 | 68.99 | 7,487 | 71.46 | ||||
2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 26,169 | 0.36 | 2,767 | 10.24 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 1,701 | 0.35 | 180 | 9.82 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 13,242 | 21.55 | 1,400 | 33.49 | ||||
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 | 4,658 | 3.72 | 483 | 6.62 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 763,345 | 34.62 | 80,701 | 47.85 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | 2,410,763 | 32.51 | 254,866 | 45.53 | ||||
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 | 115,440 | 1.14 | 12,204 | 11.09 | ||||
2025-08-14 | 13F | Xponance公司 | 155,780 | 11.76 | 16,469 | 22.75 | ||||
2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 6,079 | 643 | ||||||
2025-08-11 | 13F | 阿斯彭投资管理公司 | 3,817 | 0 | ||||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,411 | 2.47 | 149 | 12.88 | ||||
2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 6,182 | 26.99 | 629 | 19.81 | ||||
2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 133,093 | 3.32 | 14,071 | 13.47 | ||||
2025-07-21 | 13F | 交易所资本管理公司 | 17,588 | 5.82 | 1,859 | 16.26 | ||||
2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 2,945 | 2.58 | 311 | 12.68 | ||||
2025-07-28 | 13F | 道明资产管理公司 | 1,202,124 | 19.13 | 127,089 | 30.84 | ||||
2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 234,371 | 3.78 | 24,778 | 13.98 | ||||
2025-08-14 | 13F | 古尔德资本有限责任公司 | 9,459 | 0.33 | 1,000 | 10.25 | ||||
2025-05-29 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 10,993 | 32.33 | 1,058 | 34.95 | ||||
2025-07-11 | 13F | 贝尔银行 | 11,689 | 4.46 | 1,236 | 14.67 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 85,106 | 59.46 | 8,997 | 75.14 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 339 | 36 | ||||||
2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 202 | 8.60 | 21 | 23.53 | ||||
2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 2,887 | 0.21 | 305 | 10.11 | ||||
2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 174 | 18 | ||||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 5,390 | 48.08 | 570 | 62.57 | ||||
2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 22,290 | 28.99 | 2,356 | 41.67 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 55,915 | 479.85 | 5,911 | 536.96 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 16,559 | 15.33 | 1,685 | 8.71 | ||||
2025-08-11 | 13F | 奥德投资管理有限公司 | 3,707 | 6.92 | 392 | 17.42 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 24,236 | 32.42 | 2,562 | 44.77 | ||||
2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 12,765 | 601.37 | 1,350 | 637.16 | ||||
2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 40,676 | 4,221 | ||||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 2,342 | 2.18 | 248 | 12.27 | ||||
2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 43,782 | 1,747.34 | 4,456 | 1,647.45 | ||||
2025-07-31 | 13F | 阿尔钛全球公司 | 4,359 | 1.44 | 460 | 11.38 | ||||
2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 660 | 49.32 | 67 | 123.33 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 12,796 | 1.93 | 1,353 | 11.92 | ||||
2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 28,066 | 39.39 | 2,967 | 53.10 | ||||
2025-08-18 | 13F | 资本影响顾问有限责任公司 | 95,253 | 10,070 | ||||||
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 | 77,952 | 7.81 | 7,934 | 1.59 | ||||
2025-08-07 | 13F | Axiom 国际投资有限公司 /de | 8,008 | 33.38 | 847 | 46.62 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 778 | 82 | ||||||
2025-08-08 | 13F | 美好生活顾问有限责任公司 | 3,344 | 354 | ||||||
2025-08-11 | 13F | YD摩尔投资有限公司 | 57,947 | 18.65 | 6,010 | 18.08 | ||||
2025-03-31 | NP | DAACX - 多元化股票基金 | 3,415 | 1.88 | 345 | 30.80 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 164,728 | 7.11 | 17,415 | 17.64 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 404,017 | 3.63 | 36,387 | 4.74 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 19,069 | 11.66 | 2,016 | 22.64 | ||||
2025-07-30 | 13F | 生命财富投资有限公司 | 2,856 | 18.11 | 302 | 29.74 | ||||
2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 39,889 | 294.32 | 4,217 | 333.40 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 52,800 | 274.47 | 5,582 | 311.35 | |||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 37,800 | 481.54 | 3,996 | 539.36 | |||
2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 784 | 158.75 | 81 | 170.00 | ||||
2025-07-14 | 13F | 西方资产管理有限责任公司 | 6,503 | 17.79 | 687 | 29.38 | ||||
2025-08-19 | 13F | Marex 集团 | 2,109 | 223 | ||||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 17,737 | 21.64 | 1,875 | 33.64 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 18 | 157.14 | 2 | |||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 23,814 | 24.39 | 2,471 | 27.91 | ||||
2025-08-26 | NP | PRSCX - T. Rowe Price 科学技术基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,122,826 | 3.38 | 118,705 | 13.54 | ||||
2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 6,181 | 4.16 | 653 | 14.36 | ||||
2025-07-09 | 13F | 生活方式资产管理公司 | 16,049 | 306.20 | 1,697 | 346.32 | ||||
2025-08-13 | 13F | 纽约州共同退休基金 | 829,857 | 0.12 | 88 | 10.13 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 11,364 | 1.29 | 1,201 | 11.31 | ||||
2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 9,158 | 968 | ||||||
2025-07-14 | 13F | UMA 金融服务公司 | 79 | 8 | ||||||
2025-07-23 | 13F | 圆景资本有限责任公司 | 40,370 | 9.27 | 4,268 | 19.99 | ||||
2025-07-28 | 13F | 双树管理有限公司 | 138,467 | 101.07 | 14,639 | 120.85 | ||||
2025-07-30 | 13F | Caliber Wealth Management,LLC/KS | 4,300 | 34.38 | 455 | 47.40 | ||||
2025-08-14 | 13F | 启发信托公司,Na | 34,500 | 27.86 | 3,647 | 40.43 | ||||
2025-07-24 | 13F | 支点资本有限责任公司 | 132,843 | 3.38 | 14,044 | 13.55 | ||||
2025-06-25 | NP | FXL - 第一信托科技AlphaDEX基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 212,244 | 7.86 | 22,022 | 10.94 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 5,313 | 9.82 | 562 | 20.65 | ||||
2025-08-14 | 13F | 天鹅资本有限责任公司 | 50 | 5 | ||||||
2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 12,890 | 85,833.33 | 1 | |||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 9,719 | 8.21 | 989 | 1.96 | ||||
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 | 4,700 | 1.51 | 478 | -4.40 | ||||
2025-08-08 | 13F | IMA 财富公司 | 3 | 0 | ||||||
2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 2,840 | 14.38 | 300 | 25.52 | ||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 6,395 | 676 | ||||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 7,148,244 | 1.88 | 755,712 | 11.89 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 13,958 | 1,476 | ||||||
2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 20,600 | 53 | ||||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 514 | 78.47 | 54 | 100.00 | ||||
2025-08-14 | 13F | 安盛公司 | 624,307 | 16.12 | 66,002 | 27.53 | ||||
2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 351 | 6.69 | 36 | 9.09 | ||||
2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 11,363 | 117.60 | 1,201 | 139.24 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 10,691 | 1.42 | 1,130 | 11.44 | ||||
2025-08-04 | 13F | 巴克海特资本管理有限公司 | 43,269 | 6.22 | 4,574 | 16.65 | ||||
2025-08-06 | 13F | 遗产财富管理有限公司/ID | 16 | 14.29 | 2 | 0.00 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 524,053 | 44.43 | 55 | 61.76 | ||||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 1,338 | 40.25 | 141 | 54.95 | ||||
2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 30,161 | 0.05 | 3,130 | 2.89 | ||||
2025-07-31 | 13F | 城邦银行 | 931 | 36.71 | 98 | 50.77 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 124,335 | 408.17 | 13,145 | 458.13 | ||||
2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 2,068 | 221 | ||||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 485 | 12.01 | 0 | |||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 283 | 11.42 | 30 | 20.83 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 10,922 | 5.69 | 1,155 | 16.10 | ||||
2025-07-15 | 13F | 灯塔投资咨询服务公司 | 274,119 | 1.74 | 28,980 | 11.74 | ||||
2025-07-18 | 13F | 库珀金融集团 | 25,098 | 2,653 | ||||||
2025-07-09 | 13F | 沙拉信律师事务所 | 2,808,725 | 12.61 | 296,938 | 23.68 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 204,660 | 0.85 | 21,637 | 10.77 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Put | 198,500 | 274.53 | 20,985 | 311.39 | |||
2025-07-28 | 13F | 双树管理有限公司 | Call | 229,300 | 257.72 | 24,242 | 292.88 | |||
2025-07-15 | 13F | 第五第三银行 | 23,492 | 2.82 | 2,484 | 12.91 | ||||
2025-08-08 | 13F | 富通集团顾问有限责任公司 | 20,723 | 2,070 | ||||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 10,020 | 17.59 | 1,020 | 10.76 | ||||
2025-08-13 | 13F | 北方信托公司 | 6,916,512 | 6.09 | 731,214 | 16.51 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 329,941 | 8.41 | 34,881 | 19.06 | ||||
2025-08-08 | 13F | Opinicus 资本公司 | 1,893 | 200 | ||||||
2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 7,439 | 516.83 | 716 | 533.63 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 12 | 9.09 | 1 | 0.00 | ||||
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 | 14,139 | 5.78 | 1,495 | 16.17 | ||||
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 | 11,941 | 1.67 | 1,239 | 4.56 | ||||
2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 860 | 72.00 | 91 | 87.50 | ||||
2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 1,596 | 27.58 | 162 | 20.00 | ||||
2025-07-29 | NP | AIM COUNSELOR 系列信托(INVESCO COUNSELOR 系列信托)- 景顺纳斯达克 100 指数基金 R6 级 | 6,563 | 18.29 | 668 | 11.35 | ||||
2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 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 | 1,634,738 | 15.92 | 169,620 | 19.23 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 223,762 | 0.40 | 23,656 | 10.27 | ||||
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 | 145,467 | 479.78 | 15,094 | 496.33 | ||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 213,589 | 9.75 | 23 | 22.22 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 187 | 2.75 | 20 | 11.76 | ||||
2025-07-10 | 13F | YHB 投资顾问公司 | 70,447 | 3.06 | 7,446 | 13.18 | ||||
2025-07-14 | 13F | 扎根财富顾问公司 | 5,165 | 18.00 | 512 | 38.11 | ||||
2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 103,669 | 60.88 | 10,960 | 76.70 | ||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 5,697 | 334.89 | 602 | 377.78 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 6,782 | 717 | ||||||
2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 48,169 | 15.03 | 5,092 | 26.35 | ||||
2025-07-09 | 13F | 新英格兰研究与管理公司 | 25,780 | 3 | ||||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 6 | 1 | ||||||
2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 4,934 | 4.67 | 522 | 15.01 | ||||
2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 19,886 | 1.48 | 2,102 | 11.45 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 112 | 1.82 | 11 | 0.00 | ||||
2025-08-04 | 13F | 联合银行 | 146,897 | 8.03 | 16 | 15.38 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 604,291 | 1.91 | 63,886 | 11.93 | ||||
2025-07-17 | 13F | 奥克沃斯资本公司 | 612 | 40.05 | 65 | 52.38 | ||||
2025-08-13 | 13F | 史密斯摩尔公司 | 2,534 | 1.93 | 268 | 11.72 | ||||
2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 139,627 | 9.38 | 14,211 | 3.07 | ||||
2025-07-10 | 13F | 卡德罗克资本管理公司 | 88,562 | 3.50 | 9,363 | 13.67 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 7,883 | 9.06 | 833 | 19.86 | ||||
2025-08-12 | 13F | 萨图纳资本公司 | 16,834 | 39.47 | 1,780 | 53.23 | ||||
2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 20,130 | 0.25 | 2,128 | 10.14 | ||||
2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 190,689 | 0.43 | 19,786 | 3.29 | ||||
2025-08-15 | 13F | 普威创新财富顾问有限公司 | 8,866 | 937 | ||||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 175 | 196.61 | 19 | 260.00 | ||||
2025-07-22 | 13F | 广发基金管理有限公司 | 243,970 | 64.99 | 25,793 | 81.21 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 22,700 | 12.94 | 2,310 | 6.40 | ||||
2025-07-16 | 13F | 北橡树财富管理公司 | 12,332 | 2.95 | 1,304 | 13.01 | ||||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 2,514 | 57.91 | 256 | 49.12 | ||||
2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 46,704 | 4.06 | 4,938 | 14.28 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 112,079 | 2.00 | 11,629 | 4.92 | ||||
2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 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 | 4,809 | 11.66 | 489 | 5.16 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 12,267 | 1,297 | ||||||
2025-07-09 | 13F | 捷克国家银行 | 155,288 | 6.28 | 16,417 | 16.72 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 3,823 | 2.44 | 404 | 12.53 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 11,515 | 21.52 | 1,217 | 33.44 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,410 | 11.37 | 149 | 22.31 | ||||
2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 2,880 | 61.71 | 293 | 52.60 | ||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 普通股投资组合初始类别 | 15,061 | 1,592 | ||||||
2025-05-27 | NP | IWX - iShares Russell 价值 200 强 ETF | 21,725 | 29.58 | 2,091 | 32.01 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 7,168 | 11.11 | 772 | 22.38 | ||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 8,655 | 36.95 | 915 | 50.49 | ||||
2025-07-09 | 13F | 弗拉加索集团公司 | 14,331 | 0.16 | 1,515 | 10.02 | ||||
2025-08-28 | NP | Amplify ETF 信托 - Amplify 网络安全 ETF | 1,105,866 | 8.23 | 116,912 | 18.87 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 190,855 | 1.76 | 20,177 | 11.76 | ||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 314,311 | 23.55 | 32,613 | 27.08 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 505,863 | 4.10 | 53,480 | 14.33 | ||||
2025-07-08 | 13F | 劳氏财富顾问有限责任公司 | 69 | 40.82 | 7 | 75.00 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 68,478 | 12.47 | 7,239 | 23.51 | ||||
2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 3,174,164 | 60.43 | 335,573 | 76.19 | ||||
2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 7,385 | 1.37 | 781 | 11.27 | ||||
2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 4,594 | 56.47 | 486 | 71.99 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 2,596 | 56.95 | 274 | 72.33 | ||||
2025-08-18 | 13F | Onefund有限责任公司 | 1,645 | 0 | ||||||
2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 14,602 | 10.52 | 1,544 | 21.40 | ||||
2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 34,376 | 201.94 | 3,634 | 231.87 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 183,367 | 5.30 | 19,386 | 15.66 | ||||
2025-07-18 | 13F | 影响资本合伙公司 | 2,463 | 0.98 | 260 | 11.11 | ||||
2025-08-14 | 13F | 高盛集团公司 | Put | 689,500 | 103.09 | 72,894 | 123.05 | |||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 501,487 | 1.93 | 53,017 | 11.95 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 306 | 32 | ||||||
2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 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 | 1,298,048 | 6.34 | 137,230 | 16.79 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 10,396 | 3.88 | 1,099 | 14.12 | ||||
2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 3,824 | 2.33 | 0 | |||||
2025-08-28 | NP | IGV - iShares 扩展科技软件板块 ETF | 2,406,558 | 0.68 | 254,421 | 10.57 | ||||
2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 166,953 | 14.42 | 17,650 | 25.67 | ||||
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 | 88,850 | 17.53 | 9,043 | 10.75 | ||||
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 | 3,228 | 2.22 | 329 | -3.81 | ||||
2025-06-25 | NP | AQEAX - 哥伦比亚纪律核心基金 A 类 | 191,853 | 41.53 | 19,907 | 45.56 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 1,054,035 | 30.92 | 111,433 | 43.79 | ||||
2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | Short | -27,202 | -2,822 | |||||
2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 3,970 | 17.18 | 412 | 20.53 | ||||
2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 41,852 | 3.69 | 4 | 33.33 | ||||
2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 6,168 | 13.09 | 640 | 16.18 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 6,263 | 34.28 | 650 | 38.09 | ||||
2025-07-24 | 13F | 冈德森资本管理公司 | 24,307 | 2,570 | ||||||
2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 1,227,891 | 1.26 | 127,406 | 4.15 | ||||
2025-08-13 | 13F | 第1832章 | 22,961 | 2,427 | ||||||
2025-07-29 | NP | QQQM - 景顺纳斯达克 100 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 | 2,306,103 | 10.27 | 234,715 | 3.91 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 193,637 | 2.40 | 20,471 | 12.46 | ||||
2025-08-12 | 13F | 韦莱投资顾问 | 130,448 | 0.92 | 13,791 | 10.83 | ||||
2025-08-15 | 13F | 乐观退休集团有限责任公司 | 4,748 | 2.68 | 502 | 12.58 | ||||
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 353 | 6.33 | 37 | 19.35 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 18,033,566 | 2.02 | 1,906,509 | 12.04 | ||||
2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 2,445 | 258 | ||||||
2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 16 | 14.29 | 2 | 0.00 | ||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 65,119 | 4.33 | 6,884 | 14.58 | ||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 0 | -100.00 | 0 | |||||
2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 6,057 | 616 | ||||||
2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 136,981 | 2.26 | 14,213 | 5.18 | ||||
2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 13,255 | 0.26 | 1,401 | 10.14 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 6,738 | 4.21 | 712 | 14.47 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 7,560 | 84.17 | 799 | 102.28 | ||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 14,811 | 10.63 | 1,566 | 21.51 | ||||
2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 1,054 | 33.59 | 111 | 48.00 | ||||
2025-05-28 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 4,262 | 3.55 | 410 | 5.67 | ||||
2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 52,504 | 42.08 | 5,448 | 46.15 | ||||
2025-08-14 | 13F | FIL有限公司 | 1,480 | 156 | ||||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 24 | 50.00 | 3 | 100.00 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 11,162 | 12.66 | 1,180 | 23.82 | ||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 4,100 | 21.34 | 433 | 33.23 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 202,463 | 0.43 | 21,404 | 10.31 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 401,591 | 6.09 | 30,240 | -17.01 | ||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 32,360 | 14.31 | 3,294 | 7.72 | ||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 39,793 | 2.54 | 4,207 | 12.61 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 211,260 | 5.80 | 21,783 | 12.93 | ||||
2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,364 | 155.07 | 613 | 160.43 | ||||
2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 400,132 | 2.73 | 40,725 | -3.20 | ||||
2025-08-12 | 13F | 鹭湾资本管理公司 | 2,152 | 228 | ||||||
2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 3,659 | 387 | ||||||
2025-08-11 | 13F | 综合量化投资有限责任公司 | 8,783 | 929 | ||||||
2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 40,000 | 33.33 | 4,229 | 46.45 | ||||
2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 711,843 | 14.04 | 72,451 | 7.47 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 78,022 | 3.67 | 7,794 | 7.59 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 4,311 | 0.07 | 456 | 9.90 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 43,519 | 5.84 | 4,429 | -0.27 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 1,909 | 202 | ||||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 5,842,022 | 7.14 | 617,619 | 17.67 | ||||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 229 | 47.74 | 24 | 71.43 | ||||
2025-07-18 | 13F | 鹰资本管理有限责任公司 | 26,421 | 0.52 | 3 | 0.00 | ||||
2025-08-12 | 13F | 摩根大通公司 | 3,472,873 | 10.85 | 367,167 | 21.75 | ||||
2025-07-21 | 13F | ASR资产管理公司 | 54,194 | 6.40 | 5,729 | 16.87 | ||||
2025-07-24 | 13F | PDS 规划公司 | 4,131 | 9.49 | 437 | 20.11 | ||||
2025-07-28 | 13F | 戴维森投资顾问公司 | 273,670 | 1.10 | 28,932 | 11.03 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 334,442 | 0.76 | 34,040 | -5.05 | ||||
2025-04-28 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -742 | -80 | |||||
2025-08-11 | 13F | 经验金融有限责任公司 | 21,936 | 0.68 | 2,319 | 10.59 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 10 | 1 | ||||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 56,429 | 4.43 | 5,855 | 7.41 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 6,593 | 7.55 | 697 | 18.14 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 22,759 | 3.07 | 2,316 | -2.89 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 378 | 30 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 41,012 | 7.46 | 4,336 | 18.02 | ||||
2025-08-12 | 13F | 指娱天地管理有限公司 | 4,585 | 26.27 | 485 | 38.68 | ||||
2025-08-19 | 13F | 安佳投资管理有限公司 | 46,911 | 8.71 | 4,959 | 19.41 | ||||
2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 18,706 | 27.94 | 1,978 | 40.51 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 2,053 | 221 | ||||||
2025-07-28 | 13F | JGP 财富管理有限责任公司 | 13,778 | 1.24 | 1,457 | 11.15 | ||||
2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 466 | 70.70 | 48 | 77.78 | ||||
2025-08-07 | 13F | STF管理有限合伙人 | 11,939 | 2.52 | 1,262 | 12.68 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 14,024 | 13.70 | 1,483 | 24.85 | ||||
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 | 24 | 14.29 | 2 | 0.00 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 8,244 | 2.56 | 872 | 12.68 | ||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 285 | 79.25 | 30 | 100.00 | ||||
2025-08-14 | 13F | 耆那全球有限公司 | 56,947 | 7.43 | 6,020 | 17.99 | ||||
2025-08-08 | 13F | 维斯特科公司 | 24,304 | 24.59 | 3 | 100.00 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 391,511 | 16.36 | 41,391 | 27.80 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 103,580 | 6.19 | 10,950 | 16.63 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 2,057 | 1.33 | 217 | 11.28 | ||||
2025-07-30 | NP | SSIFX - Sextant 国际基金投资者股票 | 15,320 | 29.06 | 1,559 | 21.61 | ||||
2025-07-17 | 13F | 芝加哥资本有限责任公司 | 7,768 | 54.99 | 821 | 70.33 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 27,075 | 45.49 | 2,862 | 59.80 | ||||
2025-08-15 | 13F | 财富合作有限责任公司 | 83 | 151.52 | 9 | 166.67 | ||||
2025-08-12 | 13F | 豪与鲁斯林公司 | 2,551 | 270 | ||||||
2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 182 | 1.11 | 19 | 11.76 | ||||
2025-07-25 | 13F | 蒙特鲁斯科博尔顿投资公司 | 1,022,096 | 108,056 | ||||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 2,500 | 0 | ||||||
2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 108,595 | 4.17 | 11,268 | 7.14 | ||||
2025-06-27 | NP | YOKE——Yoke核心ETF | 1,609 | 167 | ||||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 36,013 | 17.45 | 3,806 | 28.97 | ||||
2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,860 | 285,900.00 | 291 | |||||
2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 2,107 | 223 | ||||||
2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 651 | 63 | ||||||
2025-07-29 | NP | SFY - SoFi Select 500 ETF | 5,511 | 5.07 | 561 | -1.06 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 1,120 | 118 | ||||||
2025-08-14 | 13F | 大使顾问有限责任公司 | 57,700 | 1.01 | 6,100 | 10.95 | ||||
2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 84,290 | 39.97 | 8,740 | 50.25 | ||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 22,509 | 30.67 | 2,380 | 43.49 | ||||
2025-08-29 | NP | JAFSX - 科学技术信托资产净值 | 121,213 | 1.95 | 12,815 | 11.97 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 43,050 | 1.72 | 4,467 | 4.61 | ||||
2025-08-26 | NP | ARTY - iShares 机器人和人工智能多部门 ETF | 12,387 | 12.59 | 1,310 | 23.61 | ||||
2025-08-14 | 13F | 完整投资管理公司 | 700 | 74 | ||||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 2,552,856 | 1.50 | 269,888 | 11.47 | ||||
2025-08-08 | 13F | 菲埃拉资本公司 | 936,539 | 3.06 | 99,011 | 13.19 | ||||
2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 1,160 | 123 | ||||||
2025-08-06 | 13F | 西蒙斯银行 | 41,691 | 0.16 | 4,407 | 10.01 | ||||
2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 70,171 | 6.97 | 7,418 | 17.48 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 71,527 | 1.48 | 7,562 | 11.45 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 135,223 | 74.64 | 14,296 | 91.80 | ||||
2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 60,790 | 1.45 | 6,308 | 4.33 | ||||
2025-07-16 | 13F | 克劳利财富管理有限公司 | 10 | 1 | ||||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 3,635 | 12.43 | 384 | 23.47 | ||||
2025-08-12 | 13F | 主要管理 ETF Advisors, LLC | 10,995 | 1.66 | 1 | 0.00 | ||||
2025-08-04 | 13F | 资产标记公司 | 108,849 | 24.06 | 11,508 | 36.26 | ||||
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 | 663 | 21.21 | 69 | 23.64 | ||||
2025-08-07 | 13F | 野山羊财富顾问 | 2,634 | 278 | ||||||
2025-07-30 | NP | SMIZ - Zacks 中小型股 ETF | 4,792 | 4.77 | 488 | -1.42 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 28,615 | 272.98 | 2,969 | 284.09 | ||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 19,931 | 4.05 | 1,998 | 6.73 | ||||
2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 1,355 | 108.14 | 141 | 115.38 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 1,197,737 | 5.29 | 126,625 | 15.64 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 43,906 | 4,642 | ||||||
2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 92,167 | 2.29 | 9,563 | 5.22 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 22,753 | 13.62 | 2,405 | 24.81 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 148 | 15 | ||||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 227,424 | 1.71 | 24,043 | 11.70 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,218 | 5,436.36 | 126 | 12,500.00 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 273 | 89.58 | 28 | -41.67 | ||||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 11,961 | 1.17 | 1,265 | 11.07 | ||||
2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 405 | 185.21 | 43 | 223.08 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 19,709 | 13.52 | 2,045 | 16.79 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,742 | 14.98 | 184 | 28.67 | ||||
2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 8,836 | 112.86 | 913 | 128.00 | ||||
2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 4,672 | 19.18 | 494 | 30.77 | ||||
2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 1,977 | 209 | ||||||
2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 2,598 | 270 | ||||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 57 | 90.00 | 6 | 200.00 | ||||
2025-08-14 | 13F | 福帆资本有限责任公司 | 3,626 | 383 | ||||||
2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 7,044 | 54.61 | 717 | 45.53 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 13,157 | 14.72 | 1,391 | 26.02 | ||||
2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 8,112 | 42.02 | 857 | 56.10 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | Put | 100 | 11 | |||||
2025-08-07 | 13F | 恩瓦姆有限公司 | 2,872 | 292 | ||||||
2025-08-26 | NP | QAOSWX - T. Rowe 为新美国增长投资组合定价 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 | 42,757 | 4.91 | 4,520 | 15.22 | ||||
2025-07-15 | 13F | 财务管理专业人士公司 | 224 | 1.36 | 24 | 9.52 | ||||
2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 387,805 | 53.24 | 40,239 | 57.61 | ||||
2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 2,273 | 0.58 | 224 | -4.68 | ||||
2025-08-12 | 13F | 乔特投资顾问公司 | 4,142 | 0.41 | 438 | 10.08 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 7,200 | 761 | |||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 9,000 | 951 | |||||
2025-07-11 | 13F | 银橡树证券公司 | 8,594 | 4.95 | 909 | 14.79 | ||||
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 | 63,417 | 34.24 | 6,704 | 47.44 | ||||
2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 882 | 1,160.00 | 93 | 1,450.00 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 16,819 | 119.88 | 1,778 | 141.58 | ||||
2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 48,144 | 47.97 | 5,090 | 62.54 | ||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 151,686 | 94.41 | 16,036 | 113.53 | ||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 17,841 | 0.58 | 1,886 | 10.49 | ||||
2025-08-14 | 13F | Sig 经纪公司 | Call | 44,400 | 4,694 | |||||
2025-07-10 | 13F | 对抗投资管理公司 | 4,951 | 523 | ||||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 2,309,054 | 4.43 | 244,113 | 14.69 | ||||
2025-07-31 | 13F | 沙克投资有限公司/哦 | 41,385 | 25.11 | 4,375 | 37.41 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 8,376 | 0.06 | 886 | 9.94 | ||||
2025-08-06 | 13F | NVWM有限公司 | 19 | 111.11 | 2 | |||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 87,292 | 19.63 | 9,229 | 31.40 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 82,200 | 36.09 | 8,690 | 49.47 | |||
2025-03-26 | 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 | 199,409 | 20,116 | ||||||
2025-08-05 | 13F | 亨廷顿国家银行 | 16,596 | 0.68 | 1,755 | 10.59 | ||||
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 | 365,437 | 0.43 | 37,194 | -5.36 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 71,258 | 1.06 | 7,533 | 10.99 | ||||
2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 50,464 | 14.96 | 5,335 | 26.27 | ||||
2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 320 | 204.76 | 33 | 190.91 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 6,667 | 35.21 | 705 | 48.52 | ||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 13,312 | 19.17 | 1,407 | 30.88 | ||||
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 | 47,739 | 3.11 | 4,859 | -2.84 | ||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 3,215 | 2.39 | 311 | -2.82 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 566,830 | 5.24 | 58,814 | 8.25 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 29,651 | 21.69 | 2,854 | 23.98 | ||||
2025-07-02 | 13F | 克拉姆利联合公司 | 3,216 | 2.29 | 340 | 12.25 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Call | 30,500 | 535.42 | 3,224 | 597.84 | |||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Put | 26,500 | 516.28 | 2,802 | 578.21 | |||
2025-07-24 | 13F | 帝斯曼资本合伙公司 | 2,528,477 | 3.19 | 267,311 | 13.33 | ||||
2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 3,664 | 2.35 | 387 | 12.50 | ||||
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 | 119,189 | 1.98 | 12,601 | 12.00 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 11,368 | 34.15 | 1,202 | 47.36 | ||||
2025-08-07 | 13F | 英杰华公司 | 488,017 | 7.40 | 51,593 | 17.95 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 198 | 21 | ||||||
2025-07-07 | 13F | OMNI 360 财富公司 | 5,375 | 26.14 | 568 | 38.54 | ||||
2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 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 | 465,630 | 6.45 | 48,314 | 9.49 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 5,785,629 | 13.95 | 611,657 | 25.15 | ||||
2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 8,449 | 46.86 | 877 | 51.03 | ||||
2025-08-06 | 13F | 韦德布什证券公司 | 16,288 | 5.65 | 2 | 0.00 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 15,133 | 3.86 | 1,600 | 14.05 | ||||
2025-08-13 | 13F | 定制索引系统有限公司 | 8,596 | 44.06 | 909 | 58.19 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 18,829 | 21.65 | 1,991 | 33.65 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 1,305,352 | 6.78 | 138 | 17.09 | ||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 2,622 | 8.57 | 277 | 19.40 | ||||
2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 58,629 | 8.95 | 6,198 | 19.68 | ||||
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 | 61,930 | 1.80 | 6,547 | 11.82 | ||||
2025-08-14 | 13F | 第一曼哈顿公司 | 2,744 | 3.78 | 290 | 14.17 | ||||
2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 100,062 | 165.43 | 10,382 | 173.07 | ||||
2025-07-29 | 13F | 有志者有限公司 | 2,154 | 228 | ||||||
2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 5,766 | 11.64 | 610 | 22.54 | ||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 81,180 | 10.15 | 8,582 | 20.98 | ||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 22,621 | 9.87 | 2,391 | 20.70 | ||||
2025-08-04 | 13F | 科瓦克顾问公司 | 6,525 | 24.78 | 690 | 36.98 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 504 | 11.50 | 52 | 15.56 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 15,886 | 1.02 | 1,679 | 10.97 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 64,577 | 24.65 | 6,827 | 36.92 | ||||
2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 2,499 | 36.11 | 270 | -57.44 | ||||
2025-08-11 | 13F | 忠利投资管理有限公司 | 12,829 | 119.45 | 1,354 | 140.93 | ||||
2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 19,795 | 42.26 | 2,054 | 46.33 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 5,640 | 10.72 | 596 | 21.63 | ||||
2025-07-08 | 13F | Range金融集团有限责任公司 | 29,944 | 4.91 | 3,166 | 15.22 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 2,087,192 | 21.60 | 220,659 | 33.55 | ||||
2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 19,659 | 0.73 | 2,040 | 3.61 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 40 | 4 | ||||||
2025-08-08 | 13F | 三菱日联信托银行 | 1,158,646 | 212.97 | 122,492 | 243.73 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 25,897 | 2,738 | ||||||
2025-08-07 | 13F | 金路德资本管理公司 | 327,309 | 2.57 | 34,603 | 12.65 | ||||
2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 9,976 | 10.11 | 1,055 | 20.87 | ||||
2025-07-15 | 13F | 聚焦财富管理公司 | Call | 2,000 | 211 | |||||
2025-08-29 | NP | Aim 可变保险基金(景顺可变保险基金)- Invesco Vi 等权重标普 500 基金系列 I | 9,309 | 0.38 | 984 | 10.31 | ||||
2025-07-15 | 13F | 聚焦财富管理公司 | 3,040 | 42.06 | 321 | 56.59 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 341,500 | 181.30 | 36,103 | 208.97 | |||
2025-06-26 | NP | XT - iShares 指数技术 ETF | 168,087 | 0.71 | 17,441 | 3.59 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 258,100 | 27.08 | 27,286 | 39.57 | |||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 2,800 | 296 | |||||
2025-07-23 | NP | PSWD - Xtrackers 网络安全精选股票 ETF | 3,132 | 2.62 | 319 | -3.34 | ||||
2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 2,964 | 4.81 | 308 | 7.72 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 1,662 | 29.44 | 176 | 42.28 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 16,672 | 52.12 | 1,763 | 70.24 | ||||
2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 47,740 | 12.56 | 5,047 | 23.64 | ||||
2025-08-08 | 13F | 十字马克全球控股公司 | 230,345 | 3.18 | 24,352 | 13.32 | ||||
2025-08-20 | NP | RGLO——全球股票主动型ETF | 2,310 | 244 | ||||||
2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 2,690 | 0.04 | 284 | 10.08 | ||||
2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 2,810 | 297 | ||||||
2025-08-13 | 13F | 卡普拉管理有限公司 | 237 | 25 | ||||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 24,761 | 103.76 | 2,618 | 123.87 | ||||
2025-04-10 | 13F | 联合消化控股公司 | 13,809 | 1,329 | ||||||
2025-08-26 | NP | XOVR - ERShares Entrepreneur 30 ETF | 95,253 | 479.82 | 10,070 | 945.69 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 1,300 | 137 | |||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 2,847 | 5.06 | 301 | 15.38 | ||||
2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 2,167 | 10,735.00 | 229 | 22,800.00 | ||||
2025-08-14 | 13F | 中西一金融集团有限公司 | 3,001 | 31.74 | 317 | 44.75 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 12,680 | 3.15 | 1,341 | 13.27 | ||||
2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 3,811 | 42.20 | 395 | 46.30 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 5,305 | 22.60 | 561 | 34.62 | ||||
2025-07-18 | 13F | 三部曲资本公司 | 24,494 | 2.40 | 2,590 | 12.47 | ||||
2025-07-23 | 13F | Cornerstone Enterprises, Llc | 6,283 | 25.21 | 664 | 37.47 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 100 | 11 | ||||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 529 | 10,480.00 | 0 | |||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | 16,314 | 15.19 | 1,725 | 26.49 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 350,350 | 0.56 | 37,039 | 10.44 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 97,335 | 6.52 | 9,907 | 0.37 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 13,024 | 22.27 | 1,377 | 34.24 | ||||
2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 28,884 | 9.19 | 3,054 | 19.91 | ||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 2,395 | 0.04 | 253 | 10.00 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 3,635 | 11.67 | 384 | 22.68 | ||||
2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 76,473 | 39.60 | 8,085 | 53.31 | ||||
2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 5 | 0 | ||||||
2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 16,124 | 42.36 | 1,673 | 46.50 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 49,924 | 1.54 | 5 | 25.00 | ||||
2025-08-14 | 13F | 达格科公司 | 200 | 21 | ||||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 38 | 8.57 | 4 | 33.33 | ||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 4,782 | 6.13 | 506 | 16.63 | ||||
2025-08-14 | 13F | Adage 资本合伙人有限公司 | 531,890 | 5.20 | 56,231 | 15.54 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 240,789 | 13.36 | 25,452 | 24.48 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 24,975 | 0.16 | 2,640 | 10.00 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘成长投资组合 A 类 | 374,864 | 7.50 | 39,631 | 18.06 | ||||
2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 688 | 94.90 | 71 | 102.86 | ||||
2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 2,321 | 245 | ||||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 38,450 | 7.29 | 4,065 | 17.83 | ||||
2025-07-28 | 13F | 英国全球资产管理公司 | 3,381 | 17.27 | 0 | |||||
2025-08-13 | 13F | 胜利资本管理公司 | 1,561,399 | 8.64 | 165,071 | 19.31 | ||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 94,924 | 9.33 | 10,035 | 20.08 | ||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 418,620 | 55.15 | 44,257 | 70.40 | ||||
2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 10,486 | 78.39 | 1,109 | 96.11 | ||||
2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 170,556 | 17,697 | ||||||
2025-08-13 | 13F | Wealthedge 投资顾问有限公司 | 4,134 | 437 | ||||||
2025-08-14 | 13F | 阳光地带证券公司 | 13,892 | 7.61 | 1,313 | 5.64 | ||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 294,780 | 56.32 | 31 | 72.22 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 18,271 | 12.63 | 1,931 | 23.70 | ||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 2,805 | 297 | ||||||
2025-07-22 | 13F | 伯杰金融集团公司 | 57,798 | 0.93 | 6,110 | 10.85 | ||||
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 | 39 | 30.00 | 4 | 33.33 | ||||
2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 103,428 | 4.46 | 10,934 | 14.73 | ||||
2025-08-19 | 13F | 怀俄明州 | 6,112 | 59.62 | 646 | 75.54 | ||||
2025-06-24 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 336,996 | 12.33 | 34,967 | 15.54 | ||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 2,406,418 | 25.45 | 254,407 | 37.78 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 66,413 | 15.49 | 7 | 40.00 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 74,573 | 656.70 | 7,884 | 731.54 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 368,658 | 16.88 | 38,975 | 28.37 | ||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 72 | 8 | ||||||
2025-08-19 | 13F | 国家资产管理公司 | 10,545 | 1,115 | ||||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 21,246 | 5.71 | 2,246 | 16.13 | ||||
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 | 39,437 | 2.59 | 4,092 | 5.52 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 1,430 | 151 | ||||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 3,673 | 31.79 | 388 | 44.78 | ||||
2025-08-06 | 13F | 融合金融有限公司 | 29,749 | 2.91 | 3,145 | 13.05 | ||||
2025-08-07 | 13F | 商业银行 | 28,119 | 12.17 | 2,973 | 23.17 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 384,500 | 52.70 | 40,649 | 67.71 | ||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 486 | 22.11 | 51 | 27.50 | ||||
2025-07-16 | 13F/A | CX 机构 | 7,481 | 2.96 | 1 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 56,693 | 25.09 | 5,994 | 37.39 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 841 | 272.12 | 86 | 254.17 | ||||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 45,574 | 63.28 | 4,818 | 79.37 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 3,360 | 4.77 | 355 | 15.26 | ||||
2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 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 | 114 | 35.71 | 12 | 37.50 | ||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 7,106 | 1.98 | 751 | 12.09 | ||||
2025-08-25 | NP | CIBR - First Trust 纳斯达克网络安全 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,726,899 | 22.48 | 394,008 | 34.52 | ||||
2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 22,011 | 19.68 | 2,284 | 23.07 | ||||
2025-08-01 | 13F | 张氏金融有限责任公司 | 9,047 | 1.80 | 956 | 11.81 | ||||
2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 85 | 9 | ||||||
2025-07-30 | NP | RFFC - RiverFront 动态美国 Flex-Cap ETF | 2,888 | 15.52 | 294 | 8.52 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 79,865 | 2.58 | 8,443 | 12.66 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 3,541 | 13.28 | 374 | 24.67 | ||||
2025-08-14 | 13F | 和谐资产管理有限公司 | 2,260 | 239 | ||||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 2,320 | 245 | ||||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 34,498 | 36.37 | 3,511 | 28.51 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 86,658 | 60.89 | 8,371 | 100.70 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 2,029 | 23.42 | 215 | 35.44 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 355,440 | 25.70 | 37,579 | 38.06 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 500,000 | 5,845.30 | 52,860 | 6,433.99 | ||||
2025-08-14 | 13F | 布里奇威资本管理公司 | 12,320 | 1,302 | ||||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 433,627 | 14.07 | 45,843 | 25.28 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 163,492 | 3.04 | 17 | 13.33 | ||||
2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 40,313 | 23.93 | 4,262 | 36.09 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 2,430 | 9.56 | 257 | 20.19 | ||||
2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 982,106 | 8.11 | 103,828 | 18.74 | ||||
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 | 3,711 | 2.03 | 385 | 5.19 | ||||
2025-07-29 | 13F | 多拉山第一国民银行信托投资服务 | 54,832 | 2.23 | 5,797 | 12.28 | ||||
2025-08-14 | 13F | 魁北克储蓄银行 | 1,341,067 | 17.07 | 141,778 | 28.57 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 311 | 2.98 | 33 | 10.34 | ||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 68,849 | 0.69 | 7,278 | 10.59 | ||||
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 | 1,918 | 21.39 | 199 | 25.16 | ||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 2,894 | 4.74 | 306 | 15.09 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 668 | 31.24 | 68 | 24.07 | ||||
2025-08-14 | 13F | 奇尔顿投资有限公司 | 2,850 | 301 | ||||||
2025-08-13 | 13F | 智能财富有限责任公司 | 3,911 | 413 | ||||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 6,468 | 658 | ||||||
2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 16,926 | 85.84 | 1,807 | 106.04 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 513,112 | 14.51 | 54,246 | 27.04 | ||||
2025-08-14 | 13F | 石润资本有限公司 | 15,850 | 3.26 | 1,676 | 13.41 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 23,440 | 9.39 | 2,478 | 22.43 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 261,945 | 52.64 | 27,693 | 67.65 | ||||
2025-07-22 | 13F | 达文波特有限公司 | 8,830 | 1.32 | 934 | 11.34 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 10,530 | 1,113 | ||||||
2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 47,020 | 4,971 | ||||||
2025-06-25 | NP | ALIBX - 阿尔卑斯山 |史密斯平衡机会基金投资者类别 | 1,570 | 19.39 | 163 | 22.73 | ||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 4,767 | 504 | ||||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 81,934 | 11.95 | 8,662 | 22.97 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 5,284 | 559 | ||||||
2025-08-14 | 13F | EP 财富顾问公司 | 16,381 | 7.95 | 1,732 | 18.56 | ||||
2025-06-27 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 7,362 | 764 | ||||||
2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 1,026,401 | 0.77 | 108,511 | 10.67 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 16,708 | 4.87 | 1,734 | 7.84 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | 3,970 | 159.48 | 382 | 165.28 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 22,700 | 100.88 | 2,185 | 104.78 | |||
2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 21,020 | 30.07 | 2,222 | 42.89 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 21,800 | 57.97 | 2,098 | 61.01 | |||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 38,235 | 3.94 | 3,892 | -2.06 | ||||
2025-08-12 | 13F | 瓦德尔联合有限公司 | 7,354 | 110.11 | 777 | 131.25 | ||||
2025-03-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | NP | ABIG - 白银大盘股 ETF | 5,625 | 573 | ||||||
2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 245,090 | 2.85 | 26 | 13.64 | ||||
2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 379,702 | 25.42 | 40,142 | 37.75 | ||||
2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 10,007 | 35.87 | 1,019 | 28.05 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 1,937 | 205 | ||||||
2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 30,970 | 10.71 | 3,152 | 4.34 | ||||
2025-08-14 | 13F | 范埃克联合公司 | 3,432,449 | 5.05 | 363 | 13.13 | ||||
2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 793 | 10.60 | 84 | 20.29 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 137,064 | 0.24 | 13,950 | -5.54 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 18,230 | 4.57 | 1,927 | 14.84 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 66,471 | 11.06 | 7,027 | 21.98 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 700 | 74 | |||||
2025-06-30 | NP | QRMI - Global X 纳斯达克 100 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 | 1,050 | 16.54 | 109 | 20.00 | ||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 59 | 6 | ||||||
2025-08-15 | 13F | Binnacle投资公司 | 107 | 9.18 | 11 | 22.22 | ||||
2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 15,078 | 5.90 | 1,594 | 16.35 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 282,664 | 0.29 | 29,883 | 9.76 | ||||
2025-07-30 | 13F | 凤凰控股有限公司 | 3,143 | 25.12 | 332 | 37.76 | ||||
2025-08-12 | 13F | 磁星金融有限责任公司 | 20,253 | 273.40 | 2,141 | 310.15 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 16,916,974 | 5.15 | 1,783,091 | 15.37 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 62,535 | 9.00 | 6,365 | 2.71 | ||||
2025-07-21 | 13F | J2资本管理公司 | 7,872 | 832 | ||||||
2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 121,624 | 77.20 | 12,858 | 94.64 | ||||
2025-08-13 | 13F | 奥西亚姆 | 698,215 | 10.94 | 73,815 | 21.84 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 5,483 | 23.80 | 580 | 35.92 | ||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 116 | 17.17 | 12 | 33.33 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 12,942 | 279.98 | 1,368 | 318.35 | ||||
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 | 157,145 | 1.50 | 16,305 | 4.39 | ||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 12,885 | 0.78 | 1,362 | 10.73 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 85,819 | 64.35 | 8,735 | 54.89 | ||||
2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 300 | 50.00 | 32 | 63.16 | ||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 740 | -4.27 | ||||||
2025-04-18 | NP | VALQ - American Century STOXX 美国优质价值 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 | 5,780 | 78.89 | 624 | 103.26 | ||||
2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 285,101 | 7.50 | 30,141 | 18.06 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 34,807 | 51.52 | 3,680 | 66.40 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 454,114 | 5.70 | 48,009 | 16.08 | ||||
2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 287,906 | 2.12 | 30,437 | 12.16 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 21 | 2 | ||||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 9,197 | 17.71 | 972 | 29.26 | ||||
2025-08-15 | 13F | 公平控股公司 | 18,451 | 87.80 | 1,951 | 106.35 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 13 | 1 | ||||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 54,875 | 9.87 | 5,585 | 3.54 | ||||
2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 306,700 | 4.93 | 32,424 | 15.24 | ||||
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 | 313 | 19.92 | 32 | 23.08 | ||||
2025-07-21 | 13F | 上升集团有限责任公司 | 3,688 | 0.57 | 390 | 10.51 | ||||
2025-03-27 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 安全港信托有限责任公司 | 80 | 8 | ||||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 22,972 | 88.25 | 2,211 | 91.93 | ||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 14,878 | 28.69 | 1,573 | 41.37 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 224,802 | 8.02 | 23,681 | 18.15 | ||||
2025-07-18 | 13F | 信托金融公司 | 44,567 | 6.19 | 4,712 | 16.61 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 851 | 13.16 | 0 | |||||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 2,697 | 285 | ||||||
2025-08-06 | 13F | 双创资本管理公司 | 47,713 | 2.06 | 5,044 | 12.09 | ||||
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 | 875,627 | 11.47 | 92,571 | 22.42 | ||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 2,196 | 232 | ||||||
2025-07-25 | 13F | 正义投资有限责任公司 | 120,360 | 18.05 | 12,725 | 29.66 | ||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 3,464 | 43.85 | 366 | 58.44 | ||||
2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 179 | 0.56 | 19 | 5.88 | ||||
2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 153,995 | 17.23 | 15,979 | 20.58 | ||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 257,563 | 4.67 | 27,230 | 14.96 | ||||
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 | 223,300 | 19.54 | 23,607 | 31.29 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 155,810 | 7.10 | 16,472 | 17.62 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 936,399 | 6.52 | 99,005 | 17.04 | ||||
2025-07-14 | 13F | 马索·托伦斯财富管理公司 | 5,810 | 3.18 | 614 | 13.28 | ||||
2025-08-29 | NP | FTZIX - Fuller & Thaler 行为无约束股票基金机构股票 | 97,460 | 16.38 | 10,303 | 27.83 | ||||
2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 9,178 | 16.13 | 970 | 27.63 | ||||
2025-07-22 | 13F | 谷国家顾问公司 | 18 | 0 | ||||||
2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 5,704 | 603 | ||||||
2025-07-31 | 13F | 中央银行 | 663 | 225.00 | 70 | 268.42 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 18 | 125.00 | 2 | |||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 92 | 10 | ||||||
2025-08-13 | 13F | Westerkirk资本公司 | 37,000 | 3,912 | ||||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 5,085 | 29.52 | 538 | 42.44 | ||||
2025-08-08 | 13F | Abc 套利 Sa | 17,866 | 1,889 | ||||||
2025-08-13 | 13F | Flow Traders 美国有限公司 | 6,477 | 1 | ||||||
2025-08-14 | 13F | 德肖公司 | Call | 77,100 | 123.48 | 8,151 | 145.51 | |||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 22 | 144.44 | 2 | |||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 69,606 | 29.90 | 7,084 | 22.41 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 845 | 0.24 | 89 | 9.88 | ||||
2025-08-29 | 13F | 半人马座金融公司 | 6,565 | 17.91 | 1 | |||||
2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 32,283 | 43.23 | 3,286 | 110.98 | ||||
2025-07-23 | 13F | 石门投资集团有限责任公司 | 2,734 | 0.04 | 289 | 9.89 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 29 | 222.22 | 3 | |||||
2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 574,838 | 20.26 | 59,645 | 23.70 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 14,079 | 25.02 | 1,488 | 37.40 | ||||
2025-07-29 | NP | PTL-Inspire 500 ETF | 17,292 | 15.10 | 1,760 | 8.45 | ||||
2025-08-14 | 13F | 富勒泰勒资产管理公司 | 170,470 | 8.45 | 18,022 | 19.11 | ||||
2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 7,180,031 | 2.01 | 759,073 | 12.04 | ||||
2025-08-28 | NP | XSW - SPDR(R) S&P(R) 软件与服务 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 | 35,030 | 2.15 | 3,703 | 12.18 | ||||
2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 137,500 | 30.95 | 15 | 40.00 | ||||
2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,408,305 | 0.72 | 146,126 | 3.59 | ||||
2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 1,793 | 5.41 | 186 | 8.77 | ||||
2025-08-11 | 13F | 交响金融有限公司 | 160,221 | 16,902 | ||||||
2025-08-13 | 13F | 挪威银行 | 15,521,190 | 1,640,900 | ||||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 4,198 | 0.45 | 444 | 10.20 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 48,454 | 0.16 | 5,123 | 10.01 | ||||
2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 9,851 | 58.10 | 1,041 | 73.50 | ||||
2025-09-03 | 13F | 美国信托 | 2,434 | 257 | ||||||
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 | 34,327 | 24.76 | 3,562 | 28.32 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 982 | 285.10 | 104 | 329.17 | ||||
2025-08-06 | 13F | 吉纳斯资本管理公司 | 19,700 | 2,083 | ||||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 338,800 | 1,475.81 | 35,818 | 1,631.13 | |||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 160,600 | 53.24 | 16,979 | 68.30 | |||
2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 1,950 | 206 | ||||||
2025-07-31 | 13F/A | 亚飞财富 | 154 | 62.11 | 0 | |||||
2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 47,689 | 128.55 | 4,854 | 115.40 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 230,900 | 87.42 | 24,411 | 105.84 | |||
2025-08-13 | 13F | Fairtree 资产管理(私人)有限公司 | 6,580 | 14.34 | 696 | 25.68 | ||||
2025-08-14 | 13F | 格伦维尤信托公司 | 9,177 | 0.62 | 970 | 10.60 | ||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 2,635 | 3.66 | 279 | 13.93 | ||||
2025-08-12 | 13F | 博克夫,那 | 26,685 | 34.63 | 2,821 | 47.93 | ||||
2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 3,821 | 11.66 | 404 | 22.49 | ||||
2025-08-14 | 13F | 西永资本有限公司 | 6,009 | 11.63 | 635 | 22.59 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 1,979,100 | 7.71 | 209,230 | 18.29 | ||||
2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 2,930 | 310 | ||||||
2025-08-07 | 13F | 中央信托公司 | 4,659 | 12.02 | 493 | 23.00 | ||||
2025-06-27 | NP | TMAT - 主要主题创新ETF | 10,845 | 1.40 | 1,125 | 4.36 | ||||
2025-06-30 | NP | QQQG - Pacer Nasdaq 100 前 50 大现金牛成长型 ETF | 1,516 | 68.26 | 157 | 74.44 | ||||
2025-08-11 | 13F | 西太平洋银行 | 23,578 | 1.73 | 2,493 | 11.70 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 210,854 | 1.95 | 22 | 15.79 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 61,779 | 10.07 | 6,531 | 20.90 | ||||
2025-07-24 | NP | Tema ETF 信托 - Tema 垄断和寡头 ETF | 11,063 | 1,126 | ||||||
2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 46,440 | 7.67 | 4,727 | 1.46 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 5,731 | 6.96 | 606 | 17.48 | ||||
2025-07-07 | 13F | 福克斯希尔财富管理 | 16,180 | 0.25 | 1,711 | 10.11 | ||||
2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 150 | 23.97 | 16 | 36.36 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 796 | 5.29 | 84 | 16.67 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,411 | 6.40 | 255 | 16.51 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 133,842 | 1.85 | 14,142 | 11.80 | ||||
2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 860 | 91 | ||||||
2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 295,303 | 1.36 | 30,641 | 4.25 | ||||
2025-08-22 | 13F | 斯坦斯资本有限公司 | 12,765 | 1,350 | ||||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 3,176 | 0.32 | 333 | 9.54 | ||||
2025-08-08 | 13F | 联合资产策略公司 | 31,108 | 1.11 | 3,289 | 11.04 | ||||
2025-08-14 | 13F | 财务顾问网络公司 | 56,588 | 6.50 | 5,982 | 16.97 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 1,828 | 0.05 | 193 | 10.29 | ||||
2025-08-05 | 13F | 布莱斯角资本有限责任公司 | 5,452 | 576 | ||||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 36,523 | 1.85 | 3,790 | 4.76 | ||||
2025-07-22 | 13F | 红门财富管理有限责任公司 | 3,240 | 343 | ||||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 40,803 | 2.86 | 4,314 | 12.96 | ||||
2025-08-29 | NP | QMOM - Alpha Architect 美国量化动量ETF | 65,647 | 9.45 | 6,940 | 20.21 | ||||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 3,696 | 3.12 | 391 | 13.37 | ||||
2025-07-31 | 13F | Rational 顾问有限公司 | 216 | 23 | ||||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48,021 | 5.01 | 5,077 | 17.50 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 4,459 | 17.13 | 471 | 31.20 | ||||
2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 4,826 | 68.27 | 501 | 73.01 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 7,885 | 834 | ||||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 250,900 | 0.91 | 26,525 | 10.83 | ||||
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 | 338,340 | 2.90 | 35,769 | 13.02 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 61 | 1.67 | 6 | 20.00 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 415 | 1.22 | 44 | 10.26 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 2,987,441 | 7.28 | 315,774 | 17.81 | ||||
2025-07-11 | 13F | Global X 日本株式会社 | 130 | 14 | ||||||
2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 2,330 | 4.30 | 246 | 14.42 | ||||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 150 | 12.78 | 14 | 16.67 | ||||
2025-08-13 | 13F | HAP 贸易有限公司 | Call | 18,500 | 409 | |||||
2025-08-11 | 13F | 花旗集团 | Put | 125,000 | 108.33 | 13,215 | 128.83 | |||
2025-08-12 | 13F | 顾问资产管理公司 | 42,425 | 5.24 | 4,485 | 15.59 | ||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 1,363 | 0.07 | 144 | 9.92 | ||||
2025-08-06 | 13F | Achmea 投资管理公司 | 585,356 | 8.80 | 62 | 19.61 | ||||
2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,050,525 | 1.76 | 533,942 | 11.76 | ||||
2025-07-16 | 13F | 诺维姆集团 | 2,343 | 8.93 | 248 | 19.32 | ||||
2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 91,502 | 11.36 | 9,313 | 4.95 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 4,241,506 | 2.17 | 448,412 | 12.21 | ||||
2025-05-15 | 13F | Kodai资本管理有限责任公司 | 141,581 | 13,629 | ||||||
2025-08-08 | 13F | KBC 集团 | 692,308 | 120.36 | 73 | 143.33 | ||||
2025-08-12 | 13F | 福国相互人寿保险公司 | 3,127 | 9.83 | 331 | 20.44 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,317,500 | 13.70 | 139,286 | 24.87 | |||
2025-08-13 | 13F | 法国外贸银行 | 58,329 | 26.11 | 6,167 | 39.82 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 143,764 | 17.55 | 15,199 | 29.10 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 4,546 | 13.62 | 481 | 24.68 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 54 | 74.19 | 6 | 150.00 | ||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 26,573 | 5.79 | 2,809 | 16.22 | ||||
2025-07-07 | 13F | Kings Path Partners LLC | 20 | 2 | ||||||
2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 392,689 | 84.11 | 41,515 | 102.21 | ||||
2025-04-25 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 69,814 | 2,386.25 | 7,541 | 2,734.59 | ||||
2025-06-26 | NP | FCPI - 富达通胀股票 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 | 5,750 | 3.55 | 597 | 66.48 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | 8,072 | 853 | ||||||
2025-08-13 | 13F | 基尔特集团有限公司 | 139 | 15 | ||||||
2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 46,784 | 26.70 | 4,946 | 39.17 | ||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 43,754 | 13.19 | 4,414 | 96.75 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 27,049 | 2.71 | 2,807 | 5.65 | ||||
2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 4,522 | 4.00 | 0 | |||||
2025-08-13 | 13F | 迪克森·米切尔投资顾问公司 | 323,265 | 6.83 | 34,176 | 17.34 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 527 | 20.59 | 56 | 30.95 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 6,063 | 33.63 | 641 | 46.79 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,296,876 | 7.03 | 137,106 | 17.54 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 3,969 | 5.56 | 420 | 16.07 | ||||
2025-07-24 | 13F | CWM 顾问有限责任公司 | 98,265 | 24.18 | 10,389 | 36.40 | ||||
2025-05-07 | 13F | 频谱财富顾问有限责任公司 | 19,272 | 1,855 | ||||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 16,155 | 4.77 | 1,676 | 7.78 | ||||
2025-08-13 | 13F | 大纪元投资伙伴公司 | 200,668 | 74.09 | 21,215 | 91.20 | ||||
2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 725 | 41.88 | 75 | 47.06 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 31,619 | 104.89 | 3,343 | 125.05 | ||||
2025-05-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 86,000 | 73.74 | 8,278 | 77.03 | ||||
2025-08-14 | 13F | Optiver控股有限公司 | 82 | 9 | ||||||
2025-08-14 | 13F | 毕宿五金融公司 | 73,042 | 0.76 | 7,722 | 10.68 | ||||
2025-07-10 | 13F | 焦点金融网络有限公司 | 3,964 | 14.47 | 419 | 25.83 | ||||
2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 31,898 | 1.20 | 3,372 | 11.14 | ||||
2025-07-29 | NP | BIBL - Inspire 100 ETF | 69,208 | 6.84 | 7,044 | 0.67 | ||||
2025-06-26 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 451,062 | 46.06 | 46,802 | 50.23 | ||||
2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 98 | 1.03 | 10 | 11.11 | ||||
2025-07-25 | 13F | 自然投资有限公司 | 2,279 | 0 | ||||||
2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 53 | 0 | ||||||
2025-08-14 | 13F | 加拿大皇家银行 | 2,427,741 | 83.17 | 256,661 | 101.17 | ||||
2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 7,131 | 41.68 | 686 | 44.42 | ||||
2025-08-14 | 13F | Optiver控股有限公司 | Call | 600 | 63 | |||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 3,754 | 1.05 | 397 | 10.92 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 7,596 | 72.24 | 803 | 89.39 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 1,104,957 | 31.24 | 116,816 | 44.14 | ||||
2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 9,065 | 4.93 | 958 | 15.28 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 28 | 3 | ||||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 1,234,333 | 97.43 | 130,493 | 116.83 | ||||
2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 1,567 | 6.53 | 159 | 0.63 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 5,429 | 44.47 | 574 | 58.73 | ||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 39,901 | 46.71 | 4,140 | 50.93 | ||||
2025-06-30 | NP | AIM 投资基金(INVESCO 投资基金)- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 4,016 | 81.97 | 417 | 87.39 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 149,124 | 16.63 | 15,473 | 19.96 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 222,067 | 42.17 | 23,477 | 56.14 | ||||
2025-08-12 | 13F | 万国数据财富管理 | 75,615 | 52.27 | 7,994 | 67.24 | ||||
2025-07-30 | 13F | 道德公司 | 41,843 | 6.17 | 4,314 | 13.26 | ||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 416 | 6.94 | 42 | 0.00 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 4,424 | 14.46 | 468 | 25.54 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 61,587 | 27.09 | 6,511 | 39.58 | ||||
2025-07-25 | 13F | 协和财富合作伙伴 | 1,043 | 2,325.58 | 110 | 2,650.00 | ||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 823 | 87 | ||||||
2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 51,148 | 4.34 | 5,407 | 14.60 | ||||
2025-07-24 | 13F | 石桥金融集团有限公司 | 2,381 | 1.67 | 252 | 11.56 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 128,923 | 4.94 | 13,630 | 15.26 | ||||
2025-08-14 | 13F | 联信银行 | 160,296 | 0.93 | 16,947 | 10.85 | ||||
2025-08-07 | 13F | 温思罗普资本管理有限公司 | 595 | 0 | ||||||
2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 118 | 16.83 | 12 | 33.33 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 51,641 | 56.29 | 5,459 | 71.67 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 2,786 | 11.53 | 289 | 15.14 | ||||
2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 178,684 | 0.92 | 18,263 | 1.33 | ||||
2025-07-22 | 13F | 净值顾问小组 | 9,579 | 1,013 | ||||||
2025-07-31 | 13F | 奥本海默公司 | 42,749 | 3.92 | 4,519 | 14.14 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 248,700 | 8.65 | 26,293 | 19.33 | |||
2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 2,420 | 6.61 | 256 | 16.97 | ||||
2025-07-30 | 13F | 沃瑟私人财富有限责任公司 | 182,160 | 39.68 | 19,258 | 53.41 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 122,246 | 0.49 | 13 | 9.09 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 1,109,278 | 8.25 | 117 | 19.39 | ||||
2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 327 | 33 | ||||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 312,510 | 13.58 | 33,039 | 24.75 | ||||
2025-08-07 | 13F | 戴维森资本管理公司 | 32,920 | 1.97 | 3,480 | 12.01 | ||||
2025-08-05 | 13F | 子午线管理公司 | 44,123 | 8.56 | 4,408 | 12.65 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 718,873 | 17.08 | 75,999 | 28.59 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 801,272 | 6.89 | 84,710 | 17.40 | ||||
2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 5,917 | 8.19 | 614 | 11.25 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 4,946 | 523 | ||||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 3,875 | 2.65 | 410 | 12.67 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 139,312 | 0.19 | 14,728 | 10.03 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 144,989 | 27.42 | 15,328 | 39.94 | ||||
2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 46,597 | 72.26 | 4,926 | 89.24 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 400 | 42 | |||||
2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 37,403 | 1.31 | 3,773 | 76.14 | ||||
2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 426 | 60.75 | 45 | 80.00 | ||||
2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 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 | 1,232 | 45.11 | 125 | 115.52 | ||||
2025-07-08 | 13F | 多佛顾问有限公司 | 9,451 | 1.00 | 999 | 11.00 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 1,053 | 0.77 | 111 | 11.00 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 96,337 | 4.65 | 10,185 | 14.93 | ||||
2025-08-11 | 13F | LSV资产管理 | 240 | 0 | ||||||
2025-08-27 | NP | Datum One Series Trust - Stewart Investors Worldwide Leaders Fund Select Shares | 2,184 | 231 | ||||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 2,820 | 9.60 | 293 | 12.74 | ||||
2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 15,482 | 14.16 | 1,637 | 25.36 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 15,527 | 0.41 | 1,580 | -5.39 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 13,424 | 4.40 | 1,419 | 14.71 | ||||
2025-07-25 | 13F | 第1858章 | 2,430 | 257 | ||||||
2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 281,933 | 11.20 | 28,695 | 4.78 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 41,039 | 0.24 | 4,258 | 3.12 | ||||
2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 3,096 | 1.47 | 327 | 11.60 | ||||
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 | 33 | 3 | ||||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4,353 | 444 | ||||||
2025-08-12 | 13F | 西北互助投资管理公司 | 20,267 | 0.17 | 2,143 | 10.02 | ||||
2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 10,600 | 4.57 | 1,121 | 14.87 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 22,499 | 7.91 | 2,290 | 1.69 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 448 | 8.74 | 47 | 20.51 | ||||
2025-07-11 | 13F | 格罗夫银行与信托 | 627 | 10.39 | 66 | 22.22 | ||||
2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 2,000 | 0 | ||||||
2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 12,713 | 7.49 | 1,319 | 10.56 | ||||
2025-07-15 | 13F | Surience 私人财富有限公司 | 39,373 | 4,163 | ||||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 4,758 | 7.77 | 503 | 18.63 | ||||
2025-08-07 | 13F | LOM资产管理有限公司 | 700 | 0 | ||||||
2025-08-13 | 13F | 施罗德投资管理集团 | 6,048,375 | 12.55 | 639,434 | 23.61 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 54,856 | 0.37 | 5,799 | 10.23 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 366,990 | 1.10 | 38,798 | 11.04 | ||||
2025-05-19 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 28,919 | 1.21 | 2,784 | 3.11 | ||||
2025-07-25 | 13F | CWM有限公司 | 142,127 | 6.71 | 15 | 25.00 | ||||
2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 60,125 | 13.98 | 6,356 | 25.19 | ||||
2025-06-26 | NP | SMNCX - Steward 股票市场中性基金 C 类 | 12,000 | 200.00 | 1,245 | 208.93 | ||||
2025-07-15 | 13F | LeConte财富管理有限责任公司 | 5,256 | 108.08 | 556 | 128.40 | ||||
2025-08-12 | 13F | DnB 资产管理公司 | 158,930 | 36.70 | 16,802 | 50.14 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 30,690 | 2.27 | 3,245 | 12.33 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 12,364 | 72.87 | 1,307 | 89.97 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 547,174 | 18.56 | 56,662 | 27.18 | ||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 3,391 | 3.29 | 358 | 13.29 | ||||
2025-08-07 | 13F | 私人咨询集团有限责任公司 | 27,272 | 126.53 | 2,883 | 148.96 | ||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 7,411 | 7.13 | 783 | 17.74 | ||||
2025-07-21 | 13F | 轩尼诗顾问公司 | 1,062 | 112 | ||||||
2025-08-14 | 13F | 曼氏集团 | 1,478,148 | 35.94 | 156,270 | 49.30 | ||||
2025-07-03 | 13F | 信托金融集团有限责任公司 | 4,390 | 6.84 | 450 | 13.67 | ||||
2025-07-28 | NP | VSRDX - 美国社会责任基金 | 36,709 | 158.73 | 3,736 | 143.86 | ||||
2025-04-28 | NP | SXQG-6经络优质增长ETF | 12,374 | 8.03 | 1,337 | 22.79 | ||||
2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 25,291 | 14.15 | 2,574 | 7.61 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 168,981 | 9.23 | 17,533 | 12.35 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 128,754 | 25.54 | 13,612 | 37.87 | ||||
2025-08-15 | 13F | 发送者公司及合作伙伴公司 | 4,330 | 458 | ||||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 8,444 | 7.29 | 893 | 17.83 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 30,464 | 35.08 | 3,221 | 48.39 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 113,155 | 10.00 | 11,963 | 20.80 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 100,899 | 67.07 | 10,667 | 83.50 | ||||
2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 7,606 | 804 | ||||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 29,898 | 3,161 | ||||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,803 | 134.77 | 184 | 123.17 | ||||
2025-08-12 | 13F | SFMG有限公司 | 2,401 | 7.96 | 254 | 18.22 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 2,653 | 280 | ||||||
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 | 8,025,888 | 0.73 | 816,875 | -5.08 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 9,506 | 34.38 | 1,005 | 47.65 | ||||
2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 8,280 | 7.10 | 875 | 17.61 | ||||
2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 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 | 1,427,378 | 12.38 | 148,105 | 15.59 | ||||
2025-08-22 | NP | FLCNX - 富达对冲基金 K6 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 | 646,803 | 2.33 | 68,380 | 12.38 | ||||
2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Call | 275,500 | 199.13 | 29,126 | 228.54 | |||
2025-08-15 | 13F | 龙骨点有限责任公司 | 6,939 | 77.74 | 734 | 95.47 | ||||
2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 199 | 2.05 | 21 | 16.67 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 372,700 | 3.33 | 39,402 | 13.48 | |||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 93,290 | 9,680 | ||||||
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 | 42,053 | 4.93 | 4,363 | 7.91 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 363 | 38 | ||||||
2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 5,769 | 610 | ||||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 6,419 | 37.51 | 679 | 51.00 | ||||
2025-07-30 | 13F | 战略蓝图有限责任公司 | 2,874 | 20.40 | 304 | 32.31 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | 75,000 | 150.00 | 7,929 | 174.64 | ||||
2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 4,630,674 | 1.92 | 471,310 | -3.96 | ||||
2025-04-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 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 | 245,853 | 58.38 | 26,555 | 79.98 | ||||
2025-08-11 | 13F | 先锋集团公司 | 72,686,920 | 1.43 | 7,684,461 | 11.40 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 4,800 | 2,300.00 | 507 | 2,568.42 | |||
2025-07-30 | 13F | 圣约翰投资管理有限公司 | 7,521 | 19.34 | 795 | 31.19 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 4,609 | 13.47 | 469 | 7.08 | ||||
2025-08-26 | NP | 机构投资策略基金 | 44 | 7.32 | 5 | 33.33 | ||||
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 | 979,532 | 6.88 | 99,697 | 0.72 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 47 | 9.30 | 5 | 0.00 | ||||
2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 15,824 | 0.94 | 1,673 | 10.80 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 224 | 23 | ||||||
2025-08-12 | 13F | 改变路径有限责任公司 | 19,920 | 3.44 | 2,106 | 13.60 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 144,907 | 25.24 | 15,320 | 37.55 | ||||
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 | 611,293 | 8.32 | 63,428 | 11.41 | ||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 55,378 | 1.39 | 5,855 | 11.36 | ||||
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 | 19,065 | 10.64 | 1,940 | 4.25 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 13,354 | 60.00 | 1,285 | 63.07 | ||||
2025-08-06 | 13F | 西耶纳管理 | 79,988 | 10.06 | 7,721 | 13.53 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 2,175 | 1.87 | 226 | 4.65 | ||||
2025-06-26 | NP | DURPX - 美国高相对盈利能力投资组合机构类别 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 | 86,657 | 740.84 | 8,992 | 765.35 | ||||
2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 164,353 | 10.43 | 17,375 | 21.29 | ||||
2025-08-13 | 13F | 景顺有限公司 | 9,248,182 | 7.91 | 977,718 | 18.51 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 61,684 | 17.25 | 6,521 | 28.77 | ||||
2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 9,171 | 130.72 | 970 | 153.66 | ||||
2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 3,186 | 6.02 | 0 | |||||
2025-08-28 | NP | QNXT - iShares 纳斯达克 100 指数前 30 ETF | 2,821 | 0.11 | 298 | 9.96 | ||||
2025-07-23 | 13F | RMG财富管理有限责任公司 | 1,790 | 190 | ||||||
2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 4,247 | 27.73 | 449 | 40.00 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,645 | 2.30 | 174 | 12.34 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 6,035 | 22.14 | 638 | 34.11 | ||||
2025-07-21 | 13F | 康士廉财富咨询有限责任公司 | 10,651 | 95.97 | 1,126 | 115.30 | ||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 10,296 | 1,088 | ||||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 271,244 | 2.44 | 28,676 | 12.50 | ||||
2025-08-13 | 13F | 绿丰资产管理有限公司 | 1,948 | 206 | ||||||
2025-03-28 | NP | HAPI - 港湾企业文化ETF | 7,406 | 3.78 | 747 | 33.16 | ||||
2025-08-05 | 13F | X-Square 资本有限责任公司 | 8,072 | 4.14 | 1 | |||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 1,513 | 5.73 | 160 | 16.06 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 283,829 | 3.91 | 29,450 | 6.88 | ||||
2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 23,875 | 92.28 | 2,524 | 111.21 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 1,460,656 | 16.70 | 154 | 28.33 | ||||
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 | 1,179,040 | 0.65 | 120,003 | -5.16 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 252,408 | 0.12 | 26,664 | 9.79 | ||||
2025-07-28 | NP | QQA - ProShares Nasdaq-100 Dorsey Wright Momentum ETF | 4,761 | 485 | ||||||
2025-08-14 | 13F | Synovus金融公司 | 31,133 | 0.90 | 3,291 | 10.81 | ||||
2025-05-22 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 1,861 | 22.19 | 179 | 25.17 | ||||
2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 86,086 | 52.69 | 9,101 | 67.70 | ||||
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 | |||||
2025-05-27 | NP | GVIZX - 价值股票指数基金投资者 | 1,055 | 27.42 | 102 | 29.49 | ||||
2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 5,050 | 9.40 | 534 | 20.05 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-07-16 | 13F | 长荣私人财富有限责任公司 | 24,706 | 18.17 | 2,612 | 29.77 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 22,051 | 95.70 | 2,331 | 119.08 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 191,106 | 0.03 | 20,204 | 9.86 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 52,841 | 21.32 | 5,378 | 14.33 | ||||
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 | 18,058 | 6.44 | 1,838 | 0.27 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 19,300 | 1.58 | 2,040 | 11.60 | |||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 53 | 6 | ||||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 85,900 | 143.34 | 9,081 | 167.32 | |||
2025-08-11 | 13F | Greykasell 财富策略公司 | 2,125 | 2,025.00 | 225 | 2,388.89 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 2,142,153 | 3.38 | 226,468 | 13.54 | ||||
2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 2,752 | 291 | ||||||
2025-08-14 | 13F/A | 巴克莱银行 | Call | 7,500 | 581.82 | 1 | ||||
2025-07-29 | NP | RISN - Inspire 战术平衡 ESG ETF | 24,780 | 2,522 | ||||||
2025-06-26 | NP | SJVCX - Steward 大盘价值基金 C 类 | 8,700 | 8.75 | 903 | 11.77 | ||||
2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 27,084 | 0.33 | 2,863 | 10.20 | ||||
2025-04-15 | 13F | 尊贵财富管理 PBC | 75 | 7 | ||||||
2025-07-17 | 13F | 西方金融公司/CA | 18,734 | 1,981 | ||||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 10,745 | 843 | ||||||
2025-08-06 | NP | SQBIX - X-Square 平衡基金有限责任公司机构类别 | 8,038 | 4.24 | 850 | 14.42 | ||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 54,975 | 26.81 | 5,812 | 39.29 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 4,973 | 15.97 | 526 | 27.43 | ||||
2025-07-09 | 13F | 林肯资本公司 | 2,183 | 231 |