机构和基金投资人持股 - 买家
在直觉外科公司中开设新头寸的主要持有者包括 Alecta Pensionsforsakring, 奥姆塞西迪格, 蒙罗合伙公司, 弗里斯通格罗夫合伙公司, Capitolis Liquid 全球市场有限责任公司, CLCEX - 多经理大盘成长策略基金机构类, ALGRX - Alger Focus I 类股票基金, 附件咨询服务有限责任公司, Glenmede投资管理有限公司, OWACX - 老韦斯特伯里全资本核心基金, Marex 集团, Marex 集团, SCMGX - 金沙资本全球成长基金机构类别股票, 中西部信托公司, 康帕斯资本管理公司, 瑞穗证券美国有限公司, EQWL - Invesco S&P 100 等权重 ETF, VYCBX - Voya Corporate Leaders(R) 100 基金 C 类, 卓越基金管理有限公司, 车床资本有限公司, 和 FQAL - 富达质量因子 ETF .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
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文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 436 | 40.65 | 241 | 35.59 | ||||
2025-07-16 | 13F | 长荣私人财富有限责任公司 | 66 | 22.22 | 36 | 34.62 | ||||
2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 66 | 15.79 | 34 | 6.25 | ||||
2025-07-29 | 13F | 弗吉尼亚退休系统等 | 24,606 | 15.49 | 13,371 | 26.72 | ||||
2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 523 | 16.22 | 284 | 27.93 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 309,759 | 72.18 | 167,426 | 87.90 | ||||
2025-08-14 | 13F | SummitTX Capital,LP | 9,428 | 31.04 | 5,123 | 43.78 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 183,633 | 107.08 | 99,788 | 127.21 | ||||
2025-08-06 | 13F | 穆尔斯与卡博特公司 | 1,392 | 19.28 | 756 | 31.02 | ||||
2025-08-29 | NP | LGRRX - Loomis Sayles A 类增长基金 | 464,530 | 4.61 | 252,430 | 14.78 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 11,525,458 | 2.29 | 6,263,049 | 12.23 | ||||
2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 1,138 | 5.57 | 618 | 15.95 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 12,454 | 2.95 | 6,767 | 12.95 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 356 | 45.31 | 193 | 59.50 | ||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 24,883 | 47.64 | 13,522 | 61.99 | ||||
2025-08-14 | 13F | 清晰度资产管理公司 | 326 | 177 | ||||||
2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 802 | 46.89 | 436 | 61.11 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 150 | 82 | ||||||
2025-08-12 | 13F | 改变路径有限责任公司 | 6,027 | 10.14 | 3,275 | 20.85 | ||||
2025-07-25 | 13F | 潘多拉财富公司 | 120 | 65 | ||||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,835 | 2.02 | 1,541 | 11.92 | ||||
2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 1,657 | 15.31 | 900 | 26.58 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 16 | 9 | ||||||
2025-06-25 | NP | LRND - IQ 美国大盘研发领导者 ETF | 32 | 3.23 | 17 | -5.88 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 54,174 | 5.36 | 29,439 | 15.60 | ||||
2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 134 | 14.53 | 69 | 4.55 | ||||
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 | 550,465 | 7.29 | 304,044 | 3.40 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 29,487 | 128.23 | 16,024 | 150.40 | ||||
2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 5,367 | 13.88 | 2,964 | 9.74 | ||||
2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 785 | 41.44 | 405 | 27.44 | ||||
2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 950 | 516 | ||||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 15,845 | 2.86 | 8,610 | 12.86 | ||||
2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 3,792 | 1,956 | ||||||
2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 2,587 | 6.86 | 1,406 | 17.18 | ||||
2025-08-14 | 13F | Evercore财富管理有限责任公司 | 1,060 | 0.28 | 576 | 10.13 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 133,847 | 0.13 | 72,734 | 9.87 | ||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 30,734 | 4.41 | 15,853 | -5.83 | ||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 23,214 | 0.21 | 12,615 | 9.95 | ||||
2025-07-11 | 13F | Ttp 投资公司 | 389 | 211 | ||||||
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 | 917 | 13.21 | 473 | 1.94 | ||||
2025-07-18 | 13F | 埃瓦有限责任公司 | 667 | 7.93 | 362 | 18.30 | ||||
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 | 419,462 | 8.32 | 216,358 | -2.30 | ||||
2025-08-11 | 13F | 花旗集团 | Call | 48,200 | 298.35 | 26,192 | 337.12 | |||
2025-08-11 | 13F | 花旗集团 | 678,807 | 3.20 | 368,871 | 13.23 | ||||
2025-08-11 | 13F | 花旗集团 | Put | 241,800 | 248.41 | 131,397 | 282.29 | |||
2025-07-29 | NP | SXQG-6经络优质增长ETF | 4,239 | 7.15 | 2,341 | 3.26 | ||||
2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 1,222 | 48.84 | 664 | 63.55 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,891 | 13.85 | 1,028 | 24.94 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 602,140 | 7.00 | 327,209 | 17.40 | ||||
2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 24,175 | 1.82 | 13,137 | 11.72 | ||||
2025-07-08 | 13F | NBC 证券公司 | 298 | 9.16 | 0 | |||||
2025-08-13 | 13F | 米罗娃 | 17,327 | 21.45 | 9,416 | 33.24 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 13,593 | 13.33 | 7,387 | 17.99 | ||||
2025-07-15 | 13F | 麦克亚当有限责任公司 | 738 | 10.15 | 401 | 21.15 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 597 | 50.76 | 324 | 65.31 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 6,542 | 32.83 | 3,555 | 38.29 | ||||
2025-07-21 | 13F | 库存银行和信托公司 | 3,619 | 17.23 | 1,967 | 28.66 | ||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 1,349,745 | 2.55 | 733,465 | 12.51 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 15 | 66.67 | 8 | 100.00 | ||||
2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 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 | 5,621 | 14.27 | 3,105 | 10.11 | ||||
2025-08-13 | 13F | 殖民地信托顾问公司 | 147 | 44.12 | 80 | 58.00 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 594 | 1.89 | 306 | -8.11 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 6,341 | 8.84 | 3,446 | 13.32 | ||||
2025-07-30 | 13F | 史密斯桑顿顾问有限公司 | 756 | 411 | ||||||
2025-08-28 | NP | CNEQ-阿尔及尔集中股票ETF | 1,014 | 2.63 | 551 | 12.68 | ||||
2025-07-18 | 13F | 第一太平金融 | 53 | 1.92 | 29 | 12.00 | ||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 87,500 | 2.46 | 47,548 | 12.42 | ||||
2025-07-16 | 13F | 动机财富顾问 | 440 | 8.11 | 239 | 18.91 | ||||
2025-08-04 | 13F | 联合银行 | 81,542 | 2.22 | 44 | 12.82 | ||||
2025-07-10 | 13F | 信号顾问财富有限责任公司 | 3,360 | 86.67 | 1,826 | 104.83 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 201,500 | 12.76 | 109,497 | 23.72 | |||
2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 3,857 | 14.83 | 2,096 | 25.98 | ||||
2025-04-23 | 13F | 萨巴尔信托公司 | 2,887 | 21.66 | 1,430 | 15.43 | ||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 3,854 | 2.69 | 2,094 | 12.70 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 427,378 | 31.75 | 232,241 | 44.56 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 472,760 | 0.09 | 256,903 | 9.82 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 12,057 | 0.58 | 6,660 | -3.07 | ||||
2025-08-12 | 13F | 遗产信托公司 | 2,593 | 12.59 | 1,409 | 23.60 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 115,919 | 0.74 | 62,992 | 10.53 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 62,100 | 60.88 | 33,746 | 76.52 | |||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 56,100 | 383.62 | 30,485 | 430.64 | |||
2025-08-05 | 13F | 狄龙联合公司 | 27,038 | 2.35 | 15 | 7.69 | ||||
2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 1,310 | 2.18 | 712 | 12.15 | ||||
2025-07-29 | 13F | 私人信托公司 | 1,760 | 23.68 | 956 | 35.80 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 6,506 | 115.29 | 3,535 | 136.30 | ||||
2025-07-17 | 13F | HCR 财富顾问 | 1,257 | 5.63 | 683 | 15.96 | ||||
2025-08-01 | 13F | KS联合资本管理公司 | 11,762 | 6.72 | 6,392 | 17.09 | ||||
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 | 4,499,662 | 0.87 | 2,485,343 | -2.79 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 34 | 41.67 | 18 | 63.64 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 2,089 | 1.16 | 1,135 | 11.06 | ||||
2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 10,981 | 6,065 | ||||||
2025-06-25 | NP | PRGSX - T. Rowe Price 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,381 | 45.86 | 42,492 | 31.55 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,118 | 34.99 | 1,170 | 30.03 | ||||
2025-08-14 | 13F | 埃勒维图斯财富管理 | 8,192 | 4,452 | ||||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 5,919 | 3.62 | 3,216 | 13.72 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 113,691 | 35.59 | 61,781 | 48.77 | ||||
2025-08-04 | 13F | 精明顾问公司 | 762 | 39.56 | 414 | 53.33 | ||||
2025-07-17 | 13F | 城市控股公司 | 159 | 16.06 | 86 | 28.36 | ||||
2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 531,887 | 14.54 | 293,782 | 10.38 | ||||
2025-07-24 | 13F/A | TFR 资本有限责任公司 | 7,258 | 3.52 | 3,944 | 13.59 | ||||
2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,624 | 5.36 | 21,470 | -4.97 | ||||
2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 370 | 201 | ||||||
2025-08-12 | 13F | 关闭资产管理有限公司 | 5,440 | 4.04 | 3 | 0.00 | ||||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 691 | 0.58 | 375 | 10.29 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 17,477 | 8.19 | 9,497 | 18.70 | ||||
2025-08-06 | 13F | 本斯勒有限责任公司 | 3,575 | 15.14 | 1,943 | 26.35 | ||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 316 | 163 | ||||||
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 | 512,405 | 8.80 | 283,022 | 4.85 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 43,921 | 6.16 | 23,632 | 17.40 | ||||
2025-08-12 | 13F | 联合银行 | 568 | 309 | ||||||
2025-08-12 | 13F | 新共和资本有限责任公司 | 652 | 19.20 | 354 | 31.11 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 77 | 42 | ||||||
2025-08-06 | 13F | 马可投资管理有限公司 | 4,085 | 26.59 | 2,220 | 38.86 | ||||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 373 | 203 | ||||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 53,706 | 1.14 | 29,184 | 10.97 | ||||
2025-07-17 | 13F | 肯塔基独立银行 | 1,133 | 18.76 | 616 | 30.30 | ||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 2,121 | 0.66 | 1,153 | 10.45 | ||||
2025-08-01 | 13F | 方面财富公司 | 555 | 267 | ||||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 5,404 | 2.14 | 2,600 | -4.76 | ||||
2025-08-21 | NP | IBOT - VanEck 机器人 ETF | 566 | 3.47 | 308 | 13.70 | ||||
2025-07-16 | 13F | 猎鹰财富规划 | 5,775 | 0.79 | 3,138 | 10.61 | ||||
2025-08-04 | 13F | Lm Kohn 公司 | 705 | 383 | ||||||
2025-08-13 | 13F | 第一生命保险株式会社 | 17,081 | 17.11 | 9,282 | 28.47 | ||||
2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 463 | 252 | ||||||
2025-07-24 | 13F | 莫斯利投资管理公司 | 2,136 | 1.09 | 1,161 | 10.90 | ||||
2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 462 | 5.96 | 251 | 16.74 | ||||
2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 2,929 | 296.35 | 1,592 | 334.70 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 22,846 | 11.72 | 11,784 | 0.76 | ||||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 5,738 | 33.01 | 3,118 | 45.97 | ||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 8,836 | 7.76 | 4,801 | 18.25 | ||||
2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 830 | 0 | ||||||
2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 390 | 111.96 | 212 | 131.87 | ||||
2025-07-28 | 13F | 国际金融公司顾问有限公司 | 722 | 3.29 | 392 | 13.29 | ||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 324 | 40.26 | 176 | 54.39 | ||||
2025-07-22 | 13F | AMF Pensionsforsakring AB | 147,796 | 120.84 | 80,314 | 142.32 | ||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 12,240 | 3.33 | 6,652 | 13.38 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 18,036 | 2.71 | 9,801 | 12.70 | ||||
2025-07-30 | NP | HEAL - Global X 远程医疗和数字健康 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 | 2,803 | 1,548 | ||||||
2025-07-15 | 13F | 阿米斯顾问有限公司 | 614 | 314 | ||||||
2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 1,920 | 39.84 | 1,043 | 53.38 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 345,244 | 1.41 | 187,609 | 11.27 | ||||
2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 448 | 243 | ||||||
2025-07-25 | 13F | 指数基金顾问公司 | 888 | 98.66 | 483 | 118.10 | ||||
2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 4,427 | 6.98 | 2,445 | 3.12 | ||||
2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -54 | -1.82 | -29 | 7.41 | |||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 94,994 | 54.57 | 51,621 | 69.60 | ||||
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 | 11,493 | 2.31 | 5,928 | -7.72 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -5,452 | -56.10 | -2,963 | -51.84 | |||
2025-07-23 | 13F | Nbt 银行 NA /纽约 | 3,422 | 11.76 | 1,860 | 22.63 | ||||
2025-07-22 | 13F | 沿海投资顾问公司 | 2,352 | 3.66 | 1,278 | 13.80 | ||||
2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 25,214 | 16.48 | 13,005 | 5.06 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 1,008 | 1.20 | 548 | 10.95 | ||||
2025-08-08 | 13F | 托巴姆 | 46 | 666.67 | 0 | |||||
2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 43,641 | 1.92 | 23,715 | 11.83 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 7,323 | 33.29 | 3,980 | 46.29 | ||||
2025-06-30 | NP | RGEF——洛克菲勒全球股票ETF | 6,433 | 3,318 | ||||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 1,372,753 | 20.47 | 745,999 | 33.12 | ||||
2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 386 | 210 | ||||||
2025-08-07 | 13F | 费根联合公司 | 386 | 210 | ||||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 6,783 | 3.32 | 3,686 | 13.35 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 5,729 | 15.16 | 3,113 | 26.39 | ||||
2025-08-14 | 13F | 大谷顾问集团有限公司 | 3,499 | 19.09 | 1,901 | 30.67 | ||||
2025-08-13 | 13F | 丰业资本公司 | 5,990 | 14.07 | 3,254 | 25.12 | ||||
2025-08-05 | 13F | 马里恩财富管理 | 446 | 8.78 | 242 | 19.21 | ||||
2025-07-28 | 13F | Copia财富管理 | 4 | 2 | ||||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 1,728,234 | 1.61 | 939,139 | 111,436.70 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 1,030 | 96.19 | 560 | 115.00 | ||||
2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 4,967 | 1.08 | 2,546 | -8.12 | ||||
2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 2,524 | 1,372 | ||||||
2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 14,357 | 7,930 | ||||||
2025-06-27 | NP | PDP - Invesco DWA 动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,851 | 18.43 | 14,881 | 6.81 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 4,014 | 95.80 | 2,181 | 114.88 | ||||
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 | 3,032 | 18.39 | 1,675 | 14.11 | ||||
2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 368 | 200 | ||||||
2025-05-27 | NP | WCMGX - First Trust WCM 专注全球增长基金机构类 | 33,722 | 19.13 | 16,701 | 13.04 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 128,245 | 23.24 | 68,883 | 32.73 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 78,596 | 0.82 | 42,710 | 10.62 | ||||
2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 366 | 199 | ||||||
2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 9,378 | 2.13 | 5,180 | -1.58 | ||||
2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林聚焦增长 ETF | 6,921 | 3.86 | 3,761 | 13.94 | ||||
2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 434 | 236 | ||||||
2025-08-15 | 13F | Captrust 财务顾问 | 27,861 | 0.40 | 15,140 | 10.16 | ||||
2025-07-21 | 13F | 部门财富管理有限责任公司 | 5,552 | 6.16 | 3,017 | 16.49 | ||||
2025-08-14 | 13F | 道富银行 | 15,552,203 | 1.19 | 8,451,223 | 11.03 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 53,013 | 6.15 | 28,808 | 16.47 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 5,020 | 20.99 | 2,728 | 32.77 | ||||
2025-06-18 | NP | NWFAX - 全国基金A类 | 22,049 | 2.37 | 11,373 | -7.67 | ||||
2025-08-01 | 13F | SYM金融公司 | 2,288 | 1.19 | 1,243 | 11.08 | ||||
2025-08-19 | 13F | Marex 集团 | 40,463 | 21,988 | ||||||
2025-08-04 | 13F | 费希尔基金管理有限公司 | 261,707 | 28.54 | 142,214 | 41.03 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,628 | 10.61 | 1,319 | 3.61 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 21,182 | 24.20 | 11,511 | 36.28 | ||||
2025-06-25 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 1,651 | 78.29 | 852 | 60.87 | ||||
2025-08-19 | 13F | Marex 集团 | Put | 40,000 | 21,736 | |||||
2025-07-11 | 13F | 斯宾塞资产管理公司 | 54,391 | 0.28 | 30 | 11.54 | ||||
2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 2,902 | 110.29 | 2 | |||||
2025-08-01 | 13F | 桑坦德银行, SA | 67,396 | 18.11 | 36,624 | 29.59 | ||||
2025-07-16 | 13F | 海湾私人财富有限责任公司 | 708 | 50.96 | 385 | 65.52 | ||||
2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 169,721 | 0.18 | 87,542 | -9.64 | ||||
2025-08-07 | 13F | 米德资产管理公司 | 77 | 20.31 | 42 | 32.26 | ||||
2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 6,619 | 4.81 | 3,597 | 15.00 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,750 | 30.21 | 951 | 43.01 | ||||
2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 31,490 | 152.12 | 17 | 183.33 | ||||
2025-08-14 | 13F | Point72香港有限公司 | 196 | 106 | ||||||
2025-08-12 | 13F | 加德纳刘易斯资产管理公司 | 1,316 | 82.78 | 715 | 100.84 | ||||
2025-08-08 | 13F | 美好生活顾问有限责任公司 | 7,689 | 8.71 | 4,178 | 19.27 | ||||
2025-08-25 | NP | ROBT - First Trust 纳斯达克人工智能和机器人 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 | 14,213 | 5.65 | 7,723 | 15.93 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 426 | 3.40 | 231 | 13.24 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 53,379 | 12.12 | 29,007 | 23.02 | ||||
2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 502 | 17.29 | 273 | 28.91 | ||||
2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,485 | 5.24 | 5,154 | 15.48 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 371,248 | 0.36 | 201,740 | 10.11 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 18 | 125.00 | 10 | 200.00 | ||||
2025-07-28 | 13F | 港口投资公司 | 2,976 | 95.53 | 1,617 | 114.74 | ||||
2025-07-16 | 13F | 美国国家银行 | 312 | 6.48 | 170 | 16.55 | ||||
2025-08-14 | 13F | 山顶控股公司 | 7,536 | 1.67 | 4,095 | 11.58 | ||||
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 | 60 | 30 | ||||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 483 | 0.84 | 262 | 10.55 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 219 | 0.92 | 119 | 11.21 | ||||
2025-06-26 | NP | SCMGX - 金沙资本全球成长基金机构类别股票 | 36,412 | 18,781 | ||||||
2025-06-30 | NP | DAFGX - Dunham 重点关注大盘成长基金 A 类 | 16,964 | 23.70 | 8,750 | 11.58 | ||||
2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 6,575 | 7.96 | 3,573 | 18.44 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,409 | 12.18 | 766 | 22.99 | ||||
2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 62,351 | 33,882 | ||||||
2025-08-01 | 13F | 孟德尔资金管理 | 2,114 | 0.09 | 1,149 | 9.75 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 11,828 | 31.35 | 6,427 | 44.14 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 5,845 | 81.75 | 3,176 | 99.00 | ||||
2025-08-13 | 13F | SCS资本管理有限责任公司 | 1,112 | 5.70 | 604 | 16.15 | ||||
2025-07-15 | 13F | Bfsg 有限公司 | 3,593 | 15,521.74 | 1,953 | 17,645.45 | ||||
2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 4,183 | 0.34 | 2,273 | 10.13 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 22,680 | 53.27 | 12,333 | 72.85 | ||||
2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 1,064 | 1.04 | 578 | 10.94 | ||||
2025-07-23 | 13F | 瓦尔马克顾问公司 | 989 | 0.71 | 537 | 10.49 | ||||
2025-08-12 | 13F | 英国保诚集团 | 49,382 | 46.98 | 26,835 | 61.26 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 55,700 | 384.35 | 30,268 | 431.47 | |||
2025-08-14 | 13F | 夏威夷银行 | 3,272 | 1,778 | ||||||
2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 208 | 37.75 | 115 | 32.56 | ||||
2025-07-10 | 13F | 管理顾问有限责任公司 | 385 | 209 | ||||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 53,308 | 1.16 | 28,968 | 10.99 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 27,337 | 0.80 | 14,855 | 10.59 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 347 | 54.22 | 189 | 69.37 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 9,291 | 13.50 | 5,132 | 9.38 | ||||
2025-07-22 | 13F | 汇合财富服务公司 | 621 | 6.15 | 337 | 18.25 | ||||
2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 36,124 | 0.68 | 19,630 | 10.47 | ||||
2025-08-13 | 13F | 资本基金管理公司 | 66,075 | 542.82 | 35,906 | 605.40 | ||||
2025-06-25 | NP | TGPEX - T. Rowe Price 全球影响力股票基金 | 865 | 4.34 | 446 | -5.91 | ||||
2025-07-23 | 13F | Veritas 投资伙伴(英国)有限公司 | 531,818 | 0.11 | 289,052 | 9.87 | ||||
2025-08-06 | 13F | 友邦保险集团有限公司 | 22,268 | 4.69 | 12,101 | 14.87 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 6,147 | 1.24 | 3,395 | -2.44 | ||||
2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,791 | 9.01 | 973 | 19.68 | ||||
2025-07-29 | 13F | 贸易风资本管理有限公司 | 7 | 4 | ||||||
2025-07-23 | 13F | 钢峰财富管理有限公司 | 32,629 | 7.53 | 17,731 | 17.99 | ||||
2025-07-24 | 13F | Edge 财务顾问有限公司 | 387 | 210 | ||||||
2025-07-16 | 13F | Meridian 投资顾问公司 | 375 | 204 | ||||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 79 | 203.85 | 43 | 250.00 | ||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,151 | 4.82 | 1,188 | 1.02 | ||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 512 | 278 | ||||||
2025-08-08 | 13F | 布里德山资本有限责任公司 | 425 | 2.16 | 231 | 12.20 | ||||
2025-07-31 | 13F | 麦克丹尼尔特里公司 | 69,963 | 0.09 | 38,019 | 111,717.65 | ||||
2025-08-27 | 13F | 蒙罗合伙公司 | 120,910 | 65,704 | ||||||
2025-08-11 | 13F | 信托银行 | 7,626 | 1.21 | 4,144 | 11.07 | ||||
2025-08-13 | 13F | 哈弗福德信托公司 | 504 | 274 | ||||||
2025-07-28 | 13F | 安联资产管理有限公司 | Put | 22,000 | 4.27 | 11,955 | 14.40 | |||
2025-07-28 | 13F | 安联资产管理有限公司 | Call | 15,900 | 8.16 | 8,640 | 18.68 | |||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 663 | 68.70 | 360 | 85.57 | ||||
2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,200 | 21,900.00 | 1,196 | 29,775.00 | ||||
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 | 24,570 | 8.82 | 12,673 | -1.84 | ||||
2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 4,312 | 77.74 | 2,224 | 60.35 | ||||
2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 43 | 23 | ||||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 690 | 375 | ||||||
2025-08-08 | 13F | 基石顾问有限责任公司 | 19,100 | 33.57 | 10,379 | 46.55 | ||||
2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 1,488 | 0.34 | 809 | 10.08 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 22,557 | 8.37 | 12,258 | 18.90 | ||||
2025-08-14 | 13F | 迪尔伯恩合伙公司 | 938 | 1.19 | 510 | 10.89 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 40,406 | 0.29 | 21,957 | 10.04 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 472 | 20.41 | 256 | 31.96 | ||||
2025-04-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 492 | 282 | ||||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 4,463 | 3.81 | 2,425 | 13.90 | ||||
2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 2,298 | 250.84 | 1,138 | 233.43 | ||||
2025-08-04 | 13F | Coign Capital Advisors LLC | 1,263 | 1.61 | 686 | 11.54 | ||||
2025-07-11 | 13F | 梅里韦瑟财富与规划有限责任公司 | 1,145 | 11.93 | 622 | 22.92 | ||||
2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 3,790 | 16.62 | 2,093 | 12.41 | ||||
2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 3,378 | 2.18 | 1,866 | -1.53 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 278 | 6.92 | 151 | 17.97 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 99 | 10.00 | 54 | 20.45 | ||||
2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | 123,426 | 7.50 | 63,663 | -3.04 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 347,491 | 24.94 | 188,827 | 37.09 | ||||
2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 4,472 | 10.61 | 2,430 | 21.38 | ||||
2025-08-11 | 13F | Birchbrook公司 | 1,459 | 2,215.87 | 793 | 2,454.84 | ||||
2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 2,234 | 5.98 | 1,214 | 16.19 | ||||
2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 460 | 0.66 | 250 | 11.16 | ||||
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 | 43,674 | 7.67 | 24,123 | 3.76 | ||||
2025-07-24 | NP | FDGRX - 富达成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 763,111 | 0.25 | 421,497 | -3.39 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 863 | 469 | ||||||
2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 1,130 | 594 | ||||||
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 | 2,037 | 11.86 | 1,125 | 7.86 | ||||
2025-08-07 | 13F | Illumine投资管理有限公司 | 7,591 | 0.50 | 4,125 | 10.29 | ||||
2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 1,329 | 11.77 | 722 | 22.79 | ||||
2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 621 | 41.46 | 320 | 27.49 | ||||
2025-08-14 | 13F | 两个西格玛证券有限公司 | 2,036 | 1,106 | ||||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 1,104 | 600 | ||||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 238,200 | 17.92 | 129,440 | 29.38 | |||
2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 16,097 | 204.87 | 8,747 | 234.49 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 62,773 | 9.53 | 34,112 | 20.18 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 1,300 | 225.00 | 706 | 256.57 | |||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 10,244 | 27.48 | 5,567 | 39.85 | ||||
2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 727 | 24.49 | 395 | 36.68 | ||||
2025-08-13 | 13F | Virtus 投资顾问公司 | 2,692 | 8.68 | 1,463 | 19.25 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 7,092 | 2.74 | 3,854 | 12.73 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 2,126 | 1.87 | 1,155 | 11.81 | ||||
2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 50 | 26 | ||||||
2025-07-30 | 13F | TFB 顾问有限责任公司 | 1,876 | 7.08 | 1,019 | 17.53 | ||||
2025-06-27 | NP | MEDI - 港湾医疗保健 ETF | 1,227 | 125.55 | 633 | 103.22 | ||||
2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 249,924 | 55.79 | 135,810 | 70.93 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 3,044 | 2.28 | 1,654 | 12.29 | ||||
2025-08-14 | 13F | 布雷德韦尔有限合伙人 | 89,600 | 1.82 | 48,690 | 11.72 | ||||
2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,998 | 9,283 | ||||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 9,105 | 5.47 | 4,696 | -4.88 | ||||
2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 4,545 | 20.30 | 2,470 | 31.96 | ||||
2025-08-13 | 13F | 擎天资本有限公司 | 5,300 | 2,880 | ||||||
2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 10,227 | 5.29 | 5,557 | 15.53 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 14,727 | 87.68 | 8,003 | 105.94 | ||||
2025-08-07 | 13F | 第一来源银行 | 11,613 | 2.92 | 6,311 | 12.92 | ||||
2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 1,445 | 25.43 | 785 | 37.72 | ||||
2025-07-25 | 13F | 财富建筑师有限责任公司 | 371 | 202 | ||||||
2025-07-22 | 13F | 萨瓦信息公司 | 8,970 | 0.90 | 4,874 | 10.72 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 6,690 | 4.01 | 3,533 | 11.31 | ||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 17,383 | 9.94 | 9,446 | 20.64 | ||||
2025-06-30 | NP | VGHCX - 先锋医疗保健基金投资者股票 | 1,882,202 | 5.25 | 970,840 | -5.07 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 955 | 12.35 | 519 | 23.33 | ||||
2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 21,607 | 6.41 | 11,145 | -4.03 | ||||
2025-08-14 | 13F | 牛津金融集团有限公司 | 330,527 | 72.72 | 179,612 | 89.51 | ||||
2025-08-14 | 13F | 跨大西洋银行 | 134,669 | 3.84 | 73,500 | 14.44 | ||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 5,448 | 8.57 | 3,009 | 4.62 | ||||
2025-07-23 | 13F | 慢资本公司 | 49,009 | 0.25 | 26,632 | 9.99 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 158,410 | 211.18 | 85,741 | 248.62 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Put | 86,500 | 36.44 | 47,005 | 49.69 | |||
2025-08-14 | 13F | 美国银行 /de/ | Call | 59,000 | 22.66 | 32,061 | 34.59 | |||
2025-08-12 | 13F | 萨图纳资本公司 | 623 | 339 | ||||||
2025-08-14 | 13F | 美国银行 /de/ | 3,764,669 | 4.35 | 2,045,759 | 14.49 | ||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 13,800 | 90.08 | 7,499 | 108.60 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 68,892 | 25.88 | 37,436 | 38.12 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 7,600 | 55.10 | 4,130 | 70.20 | |||
2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 10,439 | 209.03 | 5,384 | 178.82 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 7,300 | 143.33 | 3,967 | 167.07 | |||
2025-08-14 | 13F | 安盛公司 | 686,237 | 2.88 | 372,908 | 12.88 | ||||
2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 13,368 | 6.38 | 7,264 | 16.73 | ||||
2025-07-24 | 13F | 威廉姆斯和诺瓦克有限责任公司 | 917 | 498 | ||||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 14,579 | 7.55 | 8 | 16.67 | ||||
2025-07-29 | 13F | 东北投资管理公司 | 93,706 | 1.33 | 50,921 | 11.18 | ||||
2025-08-05 | 13F | Lord & Richards 财富管理有限责任公司 | 722 | 37.00 | 392 | 50.19 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 79 | 43 | ||||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 1,154 | 3.22 | 627 | 13.38 | ||||
2025-07-25 | 13F | 橡树岭投资有限公司 | 18,508 | 1.71 | 10,057 | 11.60 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 51,700 | 46.46 | 28,094 | 60.69 | |||
2025-07-22 | 13F | 雪松山顾问有限责任公司 | 30 | 36.36 | 16 | 60.00 | ||||
2025-08-14 | 13F | Polymer资本管理(美国)有限责任公司 | 664 | 361 | ||||||
2025-08-29 | NP | LMRNX - 1919 社会响应平衡基金 I 类 | 12,205 | 6,632 | ||||||
2025-08-13 | 13F | 阿尔法家族信托 | 2,535 | 19.29 | 1,378 | 30.89 | ||||
2025-07-23 | 13F | 哈迪里德有限责任公司 | 388 | 211 | ||||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 904 | 2.49 | 491 | 12.61 | ||||
2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 13,420 | 1.61 | 7,293 | -0.03 | ||||
2025-08-12 | 13F | 德国商业银行 | 287,789 | 7.71 | 156 | 18.18 | ||||
2025-08-13 | 13F | 史密斯摩尔公司 | 391 | 212 | ||||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 674,140 | 27.49 | 366,334 | 39.88 | ||||
2025-08-11 | 13F | 展望财富顾问有限责任公司 | 396 | 215 | ||||||
2025-07-15 | 13F | 第五第三银行 | 232,533 | 3.74 | 126,361 | 13.83 | ||||
2025-08-12 | 13F | 国家信托银行 | 15 | 8 | ||||||
2025-08-11 | 13F | 卓越基金管理有限公司 | 20,532 | 11 | ||||||
2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 20,600 | 123.91 | 11,194 | 145.70 | |||
2025-06-27 | NP | YOKE——Yoke核心ETF | 6,545 | 3,376 | ||||||
2025-06-26 | NP | TLARX - Transamerica 大核心 R | 428 | 421.95 | 221 | 378.26 | ||||
2025-08-14 | 13F | 洛德雅培有限公司 | 314,777 | 0.11 | 171 | 10.32 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 39,953 | 2.08 | 21,711 | 12.00 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 26,628 | 44.92 | 14,470 | 54.98 | ||||
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 | 106,909 | 0.56 | 55,144 | -9.30 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 63,900 | 839.71 | 34,724 | 931.27 | |||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 58 | 32 | ||||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 155,200 | 17.66 | 84,337 | 29.10 | |||
2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 224,336 | 2.80 | 123,910 | -0.93 | ||||
2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 62,473 | 1.01 | 32,588 | 7.13 | ||||
2025-08-07 | 13F | STF管理有限合伙人 | 5,426 | 2.49 | 2,949 | 12.48 | ||||
2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 162 | 23.66 | 88 | 37.50 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 26,752 | 4.18 | 12,870 | 1.20 | ||||
2025-07-29 | 13F | 莱尔财富管理有限公司 | 35,658 | 3.40 | 19,377 | 13.44 | ||||
2025-08-14 | 13F | 桥前资本有限责任公司 | 4,787 | 364.31 | 2,601 | 410.00 | ||||
2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 574 | 9.54 | 311 | 19.69 | ||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 32,559 | 0.43 | 17,693 | 10.19 | ||||
2025-08-14 | 13F | 克劳福德投资顾问公司 | 407 | 221 | ||||||
2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 4,094 | 0.02 | 2,225 | 9.72 | ||||
2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 348 | 189 | ||||||
2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 7,259 | 6.64 | 3,906 | 13.16 | ||||
2025-07-15 | 13F | 亲和财富管理有限公司 | 8,298 | 1.99 | 4,509 | 11.91 | ||||
2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 769 | 10.33 | 418 | 20.87 | ||||
2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 1,138 | 5.47 | 618 | 15.73 | ||||
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 | 162,975 | 1.48 | 84,063 | -8.47 | ||||
2025-08-14 | 13F | Fwl投资管理有限公司 | 636 | 346 | ||||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 3,235 | 0.25 | 1,787 | -3.41 | ||||
2025-07-09 | 13F | 灯塔金融集团 | 1,099 | 3.58 | 597 | 13.71 | ||||
2025-07-08 | 13F | 金石金融集团有限公司 | 1,177 | 40.62 | 641 | 54.59 | ||||
2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 1,372 | 3.47 | 746 | 13.57 | ||||
2025-08-04 | 13F | 罗布尔·贝尔科公司 | 36 | 0 | ||||||
2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 16,814 | 43.23 | 9,137 | 57.16 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 12,465 | 12.15 | 6,885 | 8.07 | ||||
2025-07-24 | 13F | PDS 规划公司 | 2,264 | 42.48 | 1,230 | 56.49 | ||||
2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 4,938 | 1.52 | 2,683 | 11.42 | ||||
2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 161,513 | 13.09 | 89,210 | 8.98 | ||||
2025-08-26 | NP | GGEYX - 机构成长股票基金 | 11,586 | 46.40 | 6,296 | 46.40 | ||||
2025-08-06 | 13F | ZEGA 投资有限责任公司 | 3,363 | 10.95 | 1,827 | 21.72 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,571 | 11.97 | 810 | 1.00 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 420,259 | 3.23 | 228,373 | 13.26 | ||||
2025-08-13 | 13F | 威利斯约翰逊公司 | 412 | 224 | ||||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 3,433,119 | 1.15 | 1,865,591 | 10.99 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 341,194 | 2.77 | 185,408 | 12.76 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 56,605 | 0.51 | 30,484 | 9.30 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 14,943 | 63.92 | 8,120 | 79.88 | ||||
2025-08-13 | 13F | 第1832章 | 214,521 | 63.70 | 116,573 | 79.61 | ||||
2025-06-26 | NP | ALARX - 阿尔杰资本增值机构基金I类 | 55,448 | 4.59 | 28,600 | -5.67 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 51,488 | 27,979 | ||||||
2025-07-21 | 13F | TFG 顾问有限责任公司 | 997 | 6.63 | 542 | 16.85 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 175,069 | 185.14 | 95,134 | 212.86 | ||||
2025-07-18 | 13F | BSW财富合作伙伴 | 881 | 0.34 | 479 | 10.14 | ||||
2025-06-26 | NP | DYNF - 贝莱德美国股票因子轮换 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 201,886 | 330,860.66 | 104,133 | 694,113.33 | ||||
2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 72,000 | 39,126 | ||||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 142,961 | 23.50 | 78 | 35.09 | ||||
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 | 53 | 35.90 | 27 | 22.73 | ||||
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 | 215,987 | 9.92 | 111,406 | -0.86 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 55,259 | 1.73 | 30,028 | 11.62 | ||||
2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 12,882 | 5.86 | 7,000 | 16.16 | ||||
2025-08-14 | 13F | 西特投资联营公司 | 25,241 | 25.65 | 14 | 44.44 | ||||
2025-07-24 | 13F | 纪念碑资本管理公司 | 451 | 245 | ||||||
2025-08-25 | NP | EKG - First Trust 纳斯达克 Lux 数字健康解决方案 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 | 484 | 33.33 | 263 | 46.93 | ||||
2025-07-10 | 13F | Alecta Pensionsforsakring, 奥姆塞西迪格 | 169,700 | 92,217 | ||||||
2025-05-28 | 13F | 硅谷资本合伙人 | 18,167 | 7,225.40 | 8,935 | 6,826.36 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 20,476 | 34.28 | 11,127 | 47.33 | ||||
2025-08-07 | 13F | 嘉德资本有限责任公司 | 7,235 | 2.55 | 3,932 | 12.51 | ||||
2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 22,448 | 14.98 | 12,198 | 26.16 | ||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 61,379 | 16.77 | 33,354 | 28.12 | ||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 509 | 3.67 | 277 | 13.58 | ||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 16,400 | 37.82 | 8,912 | 51.21 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 355,438 | 5.86 | 193,149 | 16.15 | ||||
2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 831 | 158.88 | 452 | 185.44 | ||||
2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 2,121 | 3.97 | 1,134 | 12.28 | ||||
2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 1,546 | 8.80 | 840 | 19.49 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 20 | 17.65 | 11 | 25.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 841 | 0.84 | 457 | 10.65 | ||||
2025-08-14 | 13F | 第一基金会顾问 | 797 | 61.34 | 433 | 77.46 | ||||
2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 1,255 | 110.57 | 682 | 130.85 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 6,734 | 10.12 | 3,659 | 20.84 | ||||
2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 330,137 | 13.84 | 182,348 | 9.70 | ||||
2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 38,852 | 2,909.45 | 21,125 | 3,205.79 | ||||
2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 9,950 | 50.69 | 5,407 | 65.32 | ||||
2025-08-14 | 13F | 狂热财富合作伙伴有限责任公司 | 796 | 433 | ||||||
2025-07-23 | NP | CRTC - Xtrackers 美国国家关键技术 ETF | 2,181 | 1,205 | ||||||
2025-08-14 | 13F | Ieq资本有限公司 | 34,361 | 25.75 | 18,672 | 37.97 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 7,900 | 4,293 | |||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 69,392 | 12.32 | 37,708 | 23.24 | ||||
2025-07-18 | 13F | 第一联合银行信托/ | 3,733 | 2.89 | 2,029 | 12.92 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 8,200 | 4,456 | |||||
2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,913 | 16.38 | 21,146 | 27.69 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | 210 | 114 | ||||||
2025-04-02 | 13F | 马库姆财富有限责任公司 | 2,582 | 0.31 | 1,279 | -4.84 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 3,245 | 12.40 | 1,763 | 23.37 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 3,108 | 25.17 | 1,689 | 37.35 | ||||
2025-08-13 | 13F | 北方信托公司 | 3,637,651 | 0.18 | 1,976,736 | 9.91 | ||||
2025-06-26 | NP | LFGCX - 阿贝特勋爵聚焦增长基金 C 类 | 5,275 | 21.10 | 2,721 | 9.19 | ||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 1,848 | 4.58 | 1,004 | 14.74 | ||||
2025-08-14 | 13F | IHT 财富管理有限责任公司 | 2,827 | 16.72 | 1,536 | 28.11 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 79,575 | 65.46 | 43 | 86.96 | ||||
2025-08-04 | 13F | 科瓦克顾问公司 | 1,081 | 0.56 | 587 | 10.34 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 5,618 | 17.80 | 3,103 | 13.54 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 15,592 | 4.36 | 8 | 14.29 | ||||
2025-08-06 | 13F | 科技银行/pa | 21 | 31.25 | 11 | 57.14 | ||||
2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 700 | 387 | ||||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 10,894 | 5.72 | 5,920 | 15.99 | ||||
2025-08-07 | 13F | 恩瓦姆有限公司 | 8,661 | 0.05 | 4,335 | 1.10 | ||||
2025-07-15 | 13F | BNC 财富管理有限公司 | 11,429 | 1.94 | 6,211 | 11.85 | ||||
2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 25,807 | 42.77 | 14,024 | 56.65 | ||||
2025-08-26 | NP | AZNAX - AllianzGI 收入与增长基金 A 类 | 35,360 | 5.74 | 19,215 | 16.02 | ||||
2025-08-06 | 13F | 霍尔马克资本管理公司 | 2,675 | 1,454 | ||||||
2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 3,403 | 4.04 | 1,849 | 14.14 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 13,528 | 0.59 | 7,351 | 10.38 | ||||
2025-08-06 | 13F | 嘉实投资组合集团公司 | 105,821 | 9.29 | 57,504 | 19.92 | ||||
2025-08-11 | 13F | AXS 投资有限责任公司 | 1,766 | 78.20 | 960 | 95.71 | ||||
2025-08-05 | 13F | 吉尔伯特和库克公司 | 3,143 | 2.75 | 1,708 | 12.67 | ||||
2025-07-16 | 13F | 百达银行和Cie Sa银行 | 37,768 | 12.13 | 20,524 | 23.02 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 2,129 | 6.13 | 1,157 | 16.41 | ||||
2025-07-14 | 13F | 芝加哥信托公司 | 2,009 | 49.48 | 1,092 | 64.06 | ||||
2025-07-23 | 13F | True Vision 明尼苏达州有限责任公司 | 766 | 2.96 | 416 | 13.04 | ||||
2025-06-26 | NP | LGLAX - 阿贝特勋爵成长领袖基金 A 类 | 296,194 | 11.74 | 152,777 | 0.78 | ||||
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 | 21 | 16.67 | 11 | 0.00 | ||||
2025-08-13 | 13F | 橡子顾问有限责任公司 | 383 | 0 | ||||||
2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 6,197 | 0.08 | 3,368 | 9.82 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 18,443 | 8.90 | 10,022 | 19.48 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 55 | 30 | ||||||
2025-06-27 | NP | CVAAX - Calamos 机会主义价值基金 A 类 | 1,065 | 549 | ||||||
2025-07-25 | 13F | 狮子街顾问有限责任公司 | 1,055 | 17.75 | 573 | 29.35 | ||||
2025-05-29 | NP | AIM 可变保险基金 (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO VI 科技基金系列 I | 5,946 | 12.78 | 2,945 | 7.02 | ||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 1,297 | 39.31 | 705 | 52.71 | ||||
2025-07-31 | 13F | 地面膨胀资本有限责任公司 | 834 | 453 | ||||||
2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 3,268 | 54.22 | 1,805 | 48.68 | ||||
2025-08-14 | 13F | 有远见的财富顾问 | 1,031 | 9.10 | 560 | 19.66 | ||||
2025-07-23 | 13F | 米罗娃美国有限责任公司 | 568,123 | 47.76 | 308,724 | 62.12 | ||||
2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION 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 | 146,939 | 14.83 | 75,791 | 3.57 | ||||
2025-08-11 | 13F | 独立顾问联盟 | 13,627 | 12.71 | 7,405 | 23.68 | ||||
2025-08-13 | 13F | 资本国际公司/ca/ | 54,502 | 5.36 | 29,617 | 15.60 | ||||
2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 1,426 | 84.95 | 775 | 103.15 | ||||
2025-07-29 | NP | SFY - SoFi Select 500 ETF | 3,874 | 7.85 | 2,140 | 3.94 | ||||
2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 233,647 | 4.28 | 127,005 | 14.46 | ||||
2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 14,465 | 3.74 | 7,860 | 13.83 | ||||
2025-08-14 | 13F | Sig 经纪公司 | 2,174 | 1,181 | ||||||
2025-08-01 | 13F | 贝西默集团公司 | 788,328 | 89.26 | 428 | 107.77 | ||||
2025-08-05 | 13F | 晶石资本管理公司 | 6,375 | 117.95 | 3,464 | 139.23 | ||||
2025-08-08 | 13F | 维斯特科公司 | 9,002 | 5.92 | 5 | 0.00 | ||||
2025-04-17 | 13F | 蒙特西托银行与信托 | 493 | 1.23 | 244 | -3.94 | ||||
2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 460,364 | 0.00 | 250,166 | 9.72 | ||||
2025-08-13 | 13F | 德纳投资顾问公司 | 2,232 | 2.81 | 1,213 | 12.74 | ||||
2025-08-08 | 13F | 创意策划 | 103,342 | 6.00 | 56,157 | 16.31 | ||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 2,455 | 3.15 | 1,164 | -4.98 | ||||
2025-07-16 | 13F | Embree金融集团 | 406 | 221 | ||||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘成长型 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 218 | 2.35 | 112 | -7.44 | ||||
2025-08-12 | 13F | Virtu 金融有限责任公司 | 6,509 | 120.27 | 4 | 200.00 | ||||
2025-08-13 | 13F | 首都国际有限公司 | 100,812 | 4.97 | 54,782 | 15.18 | ||||
2025-08-06 | 13F | Wsfs 资本管理有限公司 | 2,228 | 20.63 | 1,211 | 32.39 | ||||
2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 448 | 244 | ||||||
2025-08-12 | 13F | 战略顾问有限责任公司 | 6,366 | 63.44 | 3,459 | 79.32 | ||||
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 | 661,267 | 0.80 | 365,244 | -2.86 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 2,586 | 1.37 | 1,405 | 11.24 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘成长投资组合 A 类 | 107,590 | 31.74 | 58,465 | 44.54 | ||||
2025-07-17 | 13F | 长滩农商信托公司 | 934 | 6.86 | 508 | 17.36 | ||||
2025-08-26 | NP | TMED - T. Rowe Price 医疗保健 ETF | 830 | 451 | ||||||
2025-07-23 | 13F | 元素财富有限责任公司 | 423 | 230 | ||||||
2025-08-14 | 13F | 达格科公司 | 30 | 16 | ||||||
2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 11,573 | 35.10 | 6,289 | 48.23 | ||||
2025-07-18 | 13F | 三部曲资本公司 | 4,368 | 2,374 | ||||||
2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 3,869 | 0.13 | 2,102 | 9.88 | ||||
2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 861 | 1.53 | 444 | -8.26 | ||||
2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 1,313 | 713 | ||||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 24 | 13 | ||||||
2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 128 | 4.92 | 66 | -4.35 | ||||
2025-08-08 | 13F | 改善财务策略 | 404 | 220 | ||||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 141 | 18.49 | 73 | 5.88 | ||||
2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 2,642 | 3.24 | 1,363 | -6.90 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 5,047 | 33.27 | 2,742 | 46.24 | ||||
2025-08-14 | 13F | Perbak 资本合伙公司 | 467 | 254 | ||||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 373,062 | 10.83 | 202,725 | 21.60 | ||||
2025-07-16 | 13F/A | CX 机构 | 1,931 | 3.10 | 1 | |||||
2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,208 | 8.16 | 1,772 | 4.24 | ||||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 29 | 61.11 | 16 | 87.50 | ||||
2025-07-28 | 13F | 邓克街公司 | 4,496 | 62.60 | 2,443 | 78.45 | ||||
2025-08-14 | 13F | Catalio资本管理有限公司 | 56,674 | 55.28 | 30,797 | 70.38 | ||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 29,888 | 59,676.00 | 0 | -100.00 | ||||
2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 148 | 8.82 | 76 | -1.30 | ||||
2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 75,283 | 1.40 | 40,910 | 11.25 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 1,091 | 9.65 | 593 | 20.33 | ||||
2025-06-24 | NP | CSQIX - MANTEIO MULTIALTERNATIVE STRATEGY FUND I 类股份 | 1,521 | 785 | ||||||
2025-08-14 | 13F | 量化投资管理有限责任公司 | 7,694 | 37.52 | 4 | 100.00 | ||||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 20,581 | 32.48 | 11,184 | 45.36 | ||||
2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 2,029 | 0.10 | 1,103 | 9.87 | ||||
2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 83 | 6.41 | 43 | -4.55 | ||||
2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 1,049 | 51.37 | 570 | 66.18 | ||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 600 | 313 | ||||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 64,821 | 3.40 | 35,224 | 13.45 | ||||
2025-08-19 | 13F | 安佳投资管理有限公司 | 5,618 | 487.04 | 3,053 | 545.24 | ||||
2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 1,124 | 34.61 | 611 | 47.70 | ||||
2025-08-06 | 13F | Ar资产管理公司 | 2,250 | 1 | ||||||
2025-08-14 | 13F | 加州教师退休制度 | 560,780 | 1.83 | 304,733 | 11.73 | ||||
2025-07-11 | 13F | 附件咨询服务有限责任公司 | 56,628 | 30,772 | ||||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 39,701 | 21.24 | 22 | 31.25 | ||||
2025-07-15 | 13F | 永久资本管理有限公司 | 486 | 264 | ||||||
2025-04-28 | NP | PTL-Inspire 500 ETF | 7,052 | 10.52 | 4,042 | 16.86 | ||||
2025-08-04 | 13F | 资产标记公司 | 53,907 | 7.21 | 29,294 | 17.63 | ||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 1,210 | 19.33 | 658 | 30.88 | ||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 55,547 | 9.08 | 30,681 | 5.12 | ||||
2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 149 | 11.19 | 81 | 21.21 | ||||
2025-05-15 | 13F | 基准投资顾问有限责任公司 | 519 | 3.18 | 257 | -1.91 | ||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 84,779 | 18.11 | 46 | 31.43 | ||||
2025-07-23 | 13F | 兰辛街顾问公司 | 1,321 | 61.49 | 718 | 77.04 | ||||
2025-08-11 | 13F | 斯通布鲁克私人公司 | 541 | 2.66 | 294 | 12.26 | ||||
2025-07-07 | 13F | 俄克拉荷马州信托公司 | 668 | 363 | ||||||
2025-07-10 | 13F | 对抗投资管理公司 | 15,143 | 1,309.96 | 8,229 | 1,449.53 | ||||
2025-06-26 | NP | 贝莱德长期股票基金 - 贝莱德长期股票基金投资者 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 | 91,886 | 0.39 | 47,395 | -9.46 | ||||
2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 5,083 | 0.45 | 2,762 | 10.22 | ||||
2025-08-14 | 13F | 双山资本有限责任公司 | 93,302 | 265.66 | 50,701 | 301.21 | ||||
2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 1,652 | 14.01 | 898 | 25.10 | ||||
2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 1,066 | 0.57 | 579 | 10.50 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 1,701 | 24.25 | 924 | 36.28 | ||||
2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 2,712 | 17.45 | 1,474 | 28.87 | ||||
2025-08-14 | 13F | 奇尔顿投资有限公司 | 741 | 7.08 | 403 | 17.54 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Clearbridge 大盘成长 ESG 投资组合 IB 类 | 18,500 | 12.80 | 10,053 | 23.77 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 2,625 | 20.19 | 1,426 | 31.91 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 59,952 | 53.95 | 32,579 | 68.92 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 1,791 | 1.65 | 973 | 11.58 | ||||
2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,567 | 13.39 | 808 | 2.28 | ||||
2025-06-27 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | Short | -2,500 | -1,290 | |||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 1,610 | 30.58 | 875 | 43.44 | ||||
2025-08-29 | NP | JAGLX - 骏利亨德森全球生命科学基金 T 级 | 178,580 | 0.23 | 97,042 | 9.97 | ||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 2,238 | 15.24 | 1,216 | 26.40 | ||||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 35,217 | 1.30 | 19,137 | 11.15 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 27,934 | 1.57 | 15 | 15.38 | ||||
2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 993 | 0.30 | 540 | 10.00 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 120,808 | 7.70 | 65,648 | 18.17 | ||||
2025-07-10 | 13F | 瑞典银行 | 528,414 | 34.68 | 287,145 | 47.77 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 54 | 28 | ||||||
2025-07-22 | 13F | 优势投资伙伴有限责任公司 | 16,251 | 4.31 | 8,831 | 14.44 | ||||
2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 857 | 466 | ||||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 12,341 | 6.35 | 6,706 | 16.69 | ||||
2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 896 | 487 | ||||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 553 | 10.60 | 301 | 21.46 | ||||
2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 3,189 | 1,761 | ||||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 11,303 | 7.01 | 6,142 | 17.42 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 300 | 22.45 | 163 | 34.71 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 52,668 | 298.16 | 28,620 | 336.88 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 14,084 | 7.85 | 6,975 | 2.33 | ||||
2025-07-30 | 13F | 永美财富管理有限公司 | 731 | 3.10 | 397 | 13.11 | ||||
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 | 790,209 | 0.83 | 407,590 | -9.05 | ||||
2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 196,491 | 1.39 | 106,775 | 11.25 | ||||
2025-07-23 | 13F | 德雷克联合有限责任公司 | 870 | 50.78 | 473 | 65.61 | ||||
2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 406,533 | 1.90 | 220,914 | 11.81 | ||||
2025-07-28 | 13F | 布里奇斯投资管理公司 | 173,388 | 0.72 | 94,221 | 10.51 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 222,172 | 58.65 | 120,731 | 74.07 | ||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 975 | 13.64 | 530 | 24.76 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 39,908 | 67.30 | 22,043 | 61.23 | ||||
2025-07-07 | 13F | 惠特克-迈尔斯财富管理有限公司 | 1,141 | 620 | ||||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 5,038 | 17.49 | 2,738 | 28.92 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 105,900 | 12.08 | 57,534 | 22.95 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 92,845 | 11.70 | 47,889 | 0.74 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 2,401 | 21.08 | 1,305 | 32.79 | ||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 24,194 | 2.28 | 13,147 | 12.22 | ||||
2025-07-14 | 13F | 马索·托伦斯财富管理公司 | 4,979 | 2,706 | ||||||
2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 90,792 | 39.52 | 49,337 | 53.08 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 15,212 | 2.49 | 8,402 | -1.23 | ||||
2025-05-27 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 532 | 263 | ||||||
2025-03-27 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 12,700 | 115.25 | 7,263 | 144.35 | ||||
2025-08-13 | 13F | 主动财富策略有限责任公司 | 967 | 5.45 | 1 | |||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 40,755 | 25.79 | 22,147 | 38.02 | ||||
2025-07-23 | 13F | 海明威信托有限责任公司 | 664 | 13.70 | 361 | 24.57 | ||||
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 | 5,031 | 19.36 | 2,779 | 15.03 | ||||
2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 133,900 | 3.24 | 73 | 12.50 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 1,015 | 0.50 | 552 | 10.20 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 3,374 | 13.30 | 1,833 | 24.36 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 81,748 | 3.68 | 44,423 | 13.76 | ||||
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 | 11,155 | 12.75 | 6,161 | 8.66 | ||||
2025-08-14 | 13F | 索芬诺瓦投资公司 | 70,642 | 489.47 | 38,388 | 546.79 | ||||
2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 807 | 130.57 | 439 | 153.18 | ||||
2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 1,161 | 70.48 | 599 | 53.73 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 202 | 8.60 | 110 | 18.48 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,160 | 1.93 | 630 | 11.90 | ||||
2025-08-04 | 13F | 大陆投资者服务公司 | 524 | 0.96 | 285 | 10.51 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 366 | 42.41 | 202 | 37.41 | ||||
2025-08-07 | 13F | 拉弗投资公司 | 1,125 | 80.00 | 611 | 97.73 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 169,713 | 0.37 | 92,263 | 10.20 | ||||
2025-08-14 | 13F | Tri Locum 合伙公司 | 12,824 | 6,969 | ||||||
2025-03-20 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 71 | 173.08 | 41 | 344.44 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 60,095 | 3.51 | 33,193 | -0.25 | ||||
2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 1,370 | 1.48 | 1 | |||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 9,367 | 5.00 | 4,831 | -5.29 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 159 | 74.73 | 91 | 100.00 | ||||
2025-07-10 | 13F | 克莱尔市场投资有限公司 | 6,010 | 1.31 | 3,266 | 11.17 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 7,617 | 42.43 | 4,139 | 56.31 | ||||
2025-08-08 | 13F | 账户银行信托部 | 5,846 | 1,288.60 | 3,177 | 1,426.92 | ||||
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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 624 | 339 | ||||||
2025-07-01 | 13F | 港口投资咨询有限公司 | 5,479 | 1.76 | 2,977 | 11.67 | ||||
2025-06-27 | NP | CVGRX - Calamos 成长基金 A 类 | 38,500 | 43.93 | 19,858 | 29.82 | ||||
2025-07-30 | 13F | 凤凰控股有限公司 | 15,295 | 7.26 | 8,288 | 17.25 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 295 | 21.40 | 160 | 33.33 | ||||
2025-07-21 | 13F | 上升集团有限责任公司 | 11,358 | 86.14 | 6,172 | 104.24 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 78,672 | 4.79 | 42,751 | 14.97 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 28,929 | 849.43 | 15,720 | 941.75 | ||||
2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 76,758 | 41,711 | ||||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | -143 | 10.00 | ||||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 4,643 | 12.78 | 2,523 | 23.74 | ||||
2025-07-30 | 13F | Eqis资本管理公司 | 1,849 | 0.43 | 1,005 | 10.21 | ||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 102 | 385.71 | 53 | 477.78 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 41,600 | 108.00 | 22,606 | 128.22 | |||
2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 2,514 | 0.24 | 1,366 | 9.98 | ||||
2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 2,057 | 48.09 | 1,118 | 62.59 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 8,604 | 12.74 | 4,675 | 17.37 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 7 | 250.00 | 4 | |||||
2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 55 | 25.00 | 30 | 38.10 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 78,606 | 1.58 | 42,715 | 11.46 | ||||
2025-08-13 | 13F | 资本国际投资者 | 1,068 | 570 | ||||||
2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 11,871 | 1.32 | 6,451 | 11.17 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 24,035 | 68.07 | 15,166 | 122.80 | ||||
2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,700 | 42.11 | 1,491 | 37.04 | ||||
2025-08-27 | NP | PJGRX - PGIM JENNISON 成长基金 R 级 | 201,096 | 34.57 | 109,278 | 47.65 | ||||
2025-08-15 | 13F | 公平控股公司 | 7,230 | 19.56 | 3,929 | 31.20 | ||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 4,711 | 0.53 | 2,560 | 10.34 | ||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 30,247 | 0.10 | 16,437 | 9.83 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 1,565 | 3.30 | 850 | 13.33 | ||||
2025-04-04 | 13F | 三季财富有限责任公司 | 908 | 446 | ||||||
2025-07-02 | 13F | 霍华德金融服务有限公司 | 883 | 1.49 | 480 | 11.40 | ||||
2025-06-03 | 13F | 投资有限责任公司 | 1,793 | 888 | ||||||
2025-08-13 | 13F | Saiph资本有限责任公司 | 1,371 | 46.01 | 745 | 60.22 | ||||
2025-07-17 | 13F | 申万斯合作伙伴 | 1,399 | 4.09 | 760 | 14.29 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 54,414 | 6.33 | 30,055 | 2.47 | ||||
2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 144 | 20.00 | 78 | 32.20 | ||||
2025-08-05 | 13F | AGH 财富顾问有限公司 | 737 | 17.36 | 400 | 28.62 | ||||
2025-08-22 | 13F | 斯坦斯资本有限公司 | 2,524 | 1,372 | ||||||
2025-08-14 | 13F | 格伦维尤信托公司 | 114,349 | 2.33 | 62,138 | 12.28 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 325,630 | 0.22 | 176,951 | 11.46 | ||||
2025-08-25 | NP | ADOIX - AXS 动态机会基金 I 类股票 | 1,049 | 570 | ||||||
2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 1,811 | 82.19 | 984 | 100.00 | ||||
2025-08-12 | 13F | 博克夫,那 | 23,203 | 35.29 | 12,609 | 48.45 | ||||
2025-08-14 | 13F | 赛科斯特管理有限公司 | 3,241 | 1,761 | ||||||
2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 498 | 271 | ||||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 48,971 | 1.38 | 26,606 | 11.18 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 164,538 | 2.24 | 89,412 | 12.18 | ||||
2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 717 | 370 | ||||||
2025-07-25 | 13F | 夏普金融服务有限公司 | 1,406 | 27.59 | 764 | 40.18 | ||||
2025-08-14 | 13F | 特扎资本管理有限责任公司 | 1,578 | 14.60 | 858 | 25.84 | ||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 928 | 3.80 | 504 | 14.03 | ||||
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 | 503 | 20.62 | 259 | 8.82 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 1,786 | 7.40 | 970 | 17.86 | ||||
2025-07-23 | 13F | 石门投资集团有限责任公司 | 6,830 | 173.20 | 3,711 | 199.76 | ||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 6,614 | 0.36 | 3,594 | 10.14 | ||||
2025-08-12 | 13F | 霍尔德内斯投资公司 | 854 | 1.79 | 464 | 11.81 | ||||
2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 292 | 2.46 | 151 | -7.41 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 4,083 | 82.11 | 2,219 | 99.82 | ||||
2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 793 | 2.32 | 431 | 12.27 | ||||
2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 14,991 | 10.77 | 8,280 | 6.76 | ||||
2025-08-01 | 13F | 育空财富管理有限公司 | 914 | 1.33 | 497 | 11.21 | ||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 180 | 8,900.00 | 98 | |||||
2025-07-29 | 13F | 经验资产管理有限责任公司 | 1,593 | 866 | ||||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,047 | 12.84 | 1,112 | 23.83 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 23,313 | 6.79 | 12,877 | 2.91 | ||||
2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 18,281 | 0.12 | 10,097 | -3.52 | ||||
2025-08-14 | 13F | 财务咨询服务公司 | 4,727 | 413.25 | 2,569 | 463.16 | ||||
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 | 88,099 | 1.63 | 45,441 | -8.34 | ||||
2025-08-13 | 13F | 西万特资本管理有限责任公司 | 86,829 | 0.63 | 47,184 | 10.41 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 56,865 | 1.90 | 30,901 | 11.81 | ||||
2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 471 | 256 | ||||||
2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 65 | 34 | ||||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 2,202 | 282.29 | 1,197 | 251.76 | ||||
2025-07-16 | 13F | 诺维姆集团 | 845 | 7.78 | 459 | 18.30 | ||||
2025-07-16 | 13F | 真北顾问有限责任公司 | 2,186 | 25.34 | 1,188 | 37.66 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 984 | 2.29 | 1 | |||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 223,032 | 7.41 | 120,706 | 17.55 | ||||
2025-08-08 | 13F | Impax资产管理集团有限公司 | 133,228 | 4.32 | 71,710 | 14.53 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 87,904 | 7.77 | 47,768 | 18.25 | ||||
2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 2,240 | 4.67 | 1,237 | 0.90 | ||||
2025-07-24 | 13F | Triodos 投资管理公司 | 91,237 | 1.39 | 49,579 | 12.02 | ||||
2025-07-29 | 13F | 福斯特莫特利公司 | 1,561 | 1.30 | 1 | |||||
2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 2,130 | 46.29 | 1,157 | 60.69 | ||||
2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 53,453 | 2.30 | 29,047 | 12.24 | ||||
2025-06-24 | NP | MLAAX - MainStay 大盘成长基金 A 类 | 659,783 | 14.15 | 340,316 | 2.96 | ||||
2025-08-06 | 13F | 南州公司 | 42,603 | 4.19 | 23,151 | 14.31 | ||||
2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 1,082 | 115.54 | 558 | 94.43 | ||||
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 | 144,578 | 3.03 | 78,565 | 13.04 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 13,923 | 3.58 | 7,566 | 13.64 | ||||
2025-08-13 | 13F | 奥西亚姆 | 50,493 | 249.12 | 27,438 | 283.05 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 8,517 | 5.40 | 4,628 | 15.64 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 29,246 | 18.24 | 16,154 | 13.95 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 651 | 592.55 | 354 | 667.39 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - Jennison Growth Portfolio A 类 | 60,003 | 21.58 | 32,606 | 33.40 | ||||
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 | 369 | 20.20 | 190 | 8.57 | ||||
2025-08-11 | 13F | 国家金融集团公司,/ia/ /adv | 900 | 1.35 | 489 | 11.39 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 17,343 | 2.81 | 9,424 | 12.81 | ||||
2025-05-30 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 7,809 | 6.90 | 3,868 | 1.44 | ||||
2025-07-25 | 13F | 自然投资有限公司 | 2,481 | 1 | ||||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 1,596 | 99.50 | 867 | 118.94 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 1,791 | 218.68 | 973 | 250.00 | ||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 3,221 | 6.37 | 1,750 | 16.74 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 3,875 | 15.12 | 2,106 | 26.27 | ||||
2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 45,666 | 0.59 | 24,815 | 10.37 | ||||
2025-08-11 | 13F | 西太平洋银行 | 6,297 | 3.55 | 3,422 | 13.62 | ||||
2025-07-14 | 13F | 福斯特集团有限公司 | 508 | 276 | ||||||
2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 500 | 272 | ||||||
2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 492,476 | 0.55 | 267,616 | 10.32 | ||||
2025-08-14 | 13F | ClearAlpha 技术公司 | 676 | 367 | ||||||
2025-07-25 | 13F | 正义投资有限责任公司 | 57,477 | 20.24 | 31,246 | 31.98 | ||||
2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 473 | 234 | ||||||
2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 3,264 | 1,774 | ||||||
2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 392 | 213 | ||||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 80,293 | 6.34 | 44 | 16.22 | ||||
2025-08-13 | 13F | 法国外贸银行 | 120,254 | 30.74 | 65,347 | 45.04 | ||||
2025-08-05 | 13F | Versor投资有限公司 | 598 | 325 | ||||||
2025-07-10 | 13F | 焦点金融网络有限公司 | 1,471 | 9.04 | 800 | 19.61 | ||||
2025-07-22 | 13F | Petros 家族财富有限责任公司 | 2,341 | 8.43 | 1,272 | 18.99 | ||||
2025-08-14 | 13F | 科图管理有限公司 | 737,579 | 5.66 | 400,808 | 15.93 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 133 | 1,377.78 | 72 | 1,675.00 | ||||
2025-07-15 | 13F | 马丁资本顾问有限公司 | 19,983 | 0.16 | 10,859 | 9.89 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 39 | 21 | ||||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 131,807 | 5.19 | 71,765 | 15.65 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 49 | 27 | ||||||
2025-04-23 | NP | GAGVX - 高盛蓝筹基金A级 | 1,363 | 0.59 | 781 | 6.40 | ||||
2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 4,423 | 2.31 | 2,404 | 12.24 | ||||
2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 831 | 10.65 | 400 | 7.55 | ||||
2025-08-14 | 13F | 感知顾问有限公司 | 45,119 | 11.08 | 24,518 | 21.88 | ||||
2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 10 | 5 | ||||||
2025-08-01 | 13F | 戴维环球基金管理有限公司 | 2,136 | 31.12 | 1,161 | 43.92 | ||||
2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 750 | 13.29 | 408 | 32.57 | ||||
2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -43,582 | 16.85 | -22,480 | 5.39 | |||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 1,919 | 58.46 | 962 | 60.70 | ||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 14,699 | 21.02 | 7,988 | 32.78 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 257,766 | 1.33 | 140,073 | 11.18 | ||||
2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 405 | 220 | ||||||
2025-08-08 | 13F | 财富联盟 | 2,532 | 9.00 | 1,376 | 19.57 | ||||
2025-07-23 | 13F | 印第安纳信托投资管理公司 | 625 | 37.36 | 340 | 50.67 | ||||
2025-07-25 | 13F | 协和财富合作伙伴 | 3,517 | 3.75 | 1,911 | 13.89 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 194,679 | 3.95 | 100,415 | -6.24 | ||||
2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 672 | 2.60 | 365 | 12.65 | ||||
2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 140,416 | 5.96 | 76,303 | 16.26 | ||||
2025-07-24 | 13F | 麦金利卡特财富服务公司 | 783 | 0.38 | 425 | 10.10 | ||||
2025-08-06 | 13F/A | 旗舰私人财富有限责任公司 | 450 | 245 | ||||||
2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 1,655 | 5.28 | 899 | 15.55 | ||||
2025-08-12 | 13F | 特拉诺瓦资产管理有限责任公司 | 4,994 | 7.51 | 2,714 | 17.96 | ||||
2025-04-28 | NP | BLES - 激励全球希望 ETF | 585 | 4.65 | 335 | 10.93 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 764 | 20.13 | 415 | 31.43 | ||||
2025-07-16 | 13F | 国会资产管理公司/马 | 315,555 | 0.91 | 171,476 | 10.72 | ||||
2025-07-07 | 13F | M & L资本管理有限公司 | 17,750 | 0.28 | 9,646 | 10.03 | ||||
2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 928 | 27.47 | 504 | 40.00 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 7,094 | 0.51 | 3,918 | -3.14 | ||||
2025-07-25 | NP | MFEGX - MFS成长基金A | 856,343 | 11.32 | 472,992 | 7.28 | ||||
2025-08-18 | 13F | 阿什福德资本管理公司 | 3,781 | 17.31 | 2,055 | 28.70 | ||||
2025-07-29 | NP | PFGEX - Parnassus 成长股票基金投资者股票 | 2,497 | 18.17 | 1,357 | 29.64 | ||||
2025-08-15 | 13F | 龙骨点有限责任公司 | 29,437 | 8.27 | 15,996 | 18.80 | ||||
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 | 66,223 | 2.03 | 35,986 | 11.95 | ||||
2025-08-12 | 13F | SFMG有限公司 | 420 | 228 | ||||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 887,139 | 8.55 | 481,581 | 19.05 | ||||
2025-07-28 | 13F | 莫里斯金融概念公司 | 475 | 0.21 | 258 | 10.26 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -1,386 | -68.00 | -753 | -64.90 | |||
2025-07-30 | 13F | 惠蒂尔信托公司 | 92,965 | 41.87 | 50,517 | 55.67 | ||||
2025-08-14 | 13F | 水路财富管理有限责任公司 | 1,493 | 811 | ||||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 4,386 | 1.83 | 2,262 | -8.16 | ||||
2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 28 | 55.56 | 15 | 87.50 | ||||
2025-08-06 | 13F | 朝日生命资产管理有限公司 | 1,310 | 712 | ||||||
2025-08-07 | 13F | 资本财富规划有限责任公司 | 781 | 12.70 | 424 | 23.62 | ||||
2025-08-13 | 13F | 瑞奇财富管理有限公司 | 14,968 | 1.29 | 8,134 | 11.14 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 817,882 | 4.59 | 444,445 | 14.76 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 72,714 | 5.56 | 39,514 | 15.82 | ||||
2025-08-06 | 13F | 西耶纳管理 | 21,369 | 10.25 | 10,602 | 13.61 | ||||
2025-08-13 | 13F | 资本世界投资者 | 7,612,458 | 1.25 | 4,136,461 | 11.08 | ||||
2025-07-16 | 13F | 投资伙伴资产管理公司 | 383 | 208 | ||||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 21,491 | 1.06 | 11,085 | -8.85 | ||||
2025-08-06 | 13F | 沃克纳·康登财务顾问有限责任公司 | 573 | 19.13 | 311 | 30.67 | ||||
2025-08-25 | NP | MML系列投资基金 - MML全球基金I类 | 11,026 | 5,992 | ||||||
2025-07-31 | 13F | 卡博特财富管理公司 | 7,885 | 4,285 | ||||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 8,828 | 0.33 | 4,797 | 10.10 | ||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 2,944 | 4.25 | 1,600 | 14.38 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Put | 20,700 | 65.60 | 11,249 | 81.71 | |||
2025-08-26 | NP | OEF - iShares S&P 100 ETF | 196,911 | 11.35 | 107,003 | 22.17 | ||||
2025-06-27 | NP | TWCUX - 超级基金投资者类别 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 | 871,311 | 9.32 | 449,422 | -1.40 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 300 | 163 | |||||
2025-07-31 | 13F | 阿斯彭资本管理有限公司 | 1,114 | 1.18 | 605 | 11.01 | ||||
2025-08-14 | 13F | USS投资管理有限公司 | 60,084 | 1.04 | 32,660 | 10.91 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 65,556 | 3.60 | 33,814 | -6.56 | ||||
2025-06-26 | NP | ACAAX - 阿尔杰资本增值基金A级 | 49,324 | 3.29 | 25,441 | -6.84 | ||||
2025-08-14 | 13F | 阿拉米亚管理有限公司 | 959 | 1.48 | 521 | 11.32 | ||||
2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 103 | 14.44 | 53 | 3.92 | ||||
2025-08-12 | 13F | 美国世纪公司 | 2,163,240 | 9.66 | 1,175,529 | 20.32 | ||||
2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 1,748 | 67.92 | 950 | 84.27 | ||||
2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 201,836 | 27.84 | 109,680 | 40.27 | ||||
2025-07-29 | 13F | Arista 财富管理有限责任公司 | 1,438 | 781 | ||||||
2025-07-10 | 13F | 穆迪国家银行信托部 | 5,996 | 1.71 | 3,258 | 11.61 | ||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,131 | 4.82 | 615 | 14.98 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 23,009 | 0.38 | 11,868 | -9.46 | ||||
2025-07-18 | 13F | PGGM 投资 | 51,425 | 972.92 | 28 | 1,250.00 | ||||
2025-08-13 | 13F | 丹卡金融 | 21,050 | 111.56 | 11,439 | 132.15 | ||||
2025-08-07 | 13F | 戴维斯 RM 公司 | 41,614 | 607.84 | 22,614 | 676.81 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 8,188,685 | 1.36 | 4,429,590 | 11.08 | ||||
2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 3,318 | 17.37 | 1,803 | 28.79 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 6,185 | 48.82 | 3,361 | 63.27 | ||||
2025-07-30 | 13F | 皮腾格与安德森公司 | 60,282 | 0.23 | 32,758 | 9.97 | ||||
2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 2,416 | 172.07 | 1,313 | 198.86 | ||||
2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 14,493 | 15.16 | 7,876 | 26.36 | ||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 4,433 | 7.91 | 2,449 | 3.99 | ||||
2025-07-21 | 13F | 康士廉财富咨询有限责任公司 | 1,794 | 975 | ||||||
2025-07-30 | 13F | 雅各布森资本管理公司 | 615 | 6.40 | 334 | 16.78 | ||||
2025-08-18 | NP | 科图创新战略基金 | 13,354 | 7,257 | ||||||
2025-08-12 | 13F | 西北互助投资管理公司 | 11,434 | 0.80 | 6,213 | 10.61 | ||||
2025-08-01 | 13F | GoalVest咨询有限责任公司 | 3,164 | 6.78 | 1,719 | 17.18 | ||||
2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 1,010 | 2.23 | 549 | 12.07 | ||||
2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 210 | 114 | ||||||
2025-07-17 | 13F | 沃克资产管理有限责任公司 | 382 | 208 | ||||||
2025-07-11 | 13F | 格罗夫银行与信托 | 1,280 | 0.79 | 696 | 10.67 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 11,692 | 7.56 | 6,354 | 18.02 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 12,022 | 0.10 | 5,954 | -5.01 | ||||
2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 458 | 249 | ||||||
2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 17,383 | 1.22 | 9,941 | 30.19 | ||||
2025-08-11 | 13F | 黄铜税财富管理有限公司 | 2,590 | 1.45 | 1,407 | 11.31 | ||||
2025-07-14 | 13F | Kfg 财富管理有限公司 | 955 | 1.06 | 519 | 10.68 | ||||
2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 1,089,281 | 1.45 | 591,926 | 11.31 | ||||
2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 642 | 18.45 | 349 | 29.85 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 20 | 566.67 | 11 | 900.00 | ||||
2025-08-27 | NP | PFGRX - 胜利先锋基本面增长基金 R 类 | 380,131 | 2.27 | 206,567 | 12.21 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 31,799 | 2.25 | 17,280 | 12.19 | ||||
2025-07-15 | 13F | 松港投资顾问公司 | 1,619 | 2.99 | 880 | 12.98 | ||||
2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 503 | 273 | ||||||
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 | 1,479 | 0.61 | 817 | -3.09 | ||||
2025-08-13 | 13F | 阿蒂卡资本管理有限责任公司 | 59,600 | 8.17 | 32,387 | 18.68 | ||||
2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 9,678 | 6.14 | 5,259 | 16.48 | ||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 4,784 | 8.26 | 2,642 | 4.34 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:B1 系列 | 1,611 | 875 | ||||||
2025-07-23 | 13F | 霍尔资本管理公司 | 3,788 | 1.55 | 2,058 | 11.42 | ||||
2025-07-28 | 13F | Sagace财富管理有限责任公司 | 473 | 257 | ||||||
2025-08-13 | 13F | 奎斯特投资管理有限公司 | 2,122 | 1,153 | ||||||
2025-07-30 | NP | KRMA - Global X Conscious Companies 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 | 6,193 | 10.49 | 3,421 | 6.48 | ||||
2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 21,849 | 74.15 | 11,873 | 91.08 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,839 | 519.19 | 999 | 579.59 | ||||
2025-06-26 | NP | NUGO - Nuveen 增长机会 ETF | 92,015 | 12.57 | 47,461 | 1.53 | ||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 11,022 | 0.87 | 5,685 | -9.01 | ||||
2025-08-12 | 13F | 马克西投资CY有限公司 | 5,610 | 410.00 | 3 | |||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 18,134 | 14.48 | 10,016 | 10.32 | ||||
2025-07-31 | 13F | PKO投资管理股份公司 | 24,905 | 149.05 | 13,534 | 173.28 | ||||
2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,451 | 0.20 | 10,026 | 9.95 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 27,533 | 1.36 | 14,962 | 11.21 | ||||
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 | 48,316 | 16.95 | 26,687 | 12.70 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 261 | 5.24 | 142 | 15.57 | ||||
2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 282,797 | 1.51 | 145,867 | -8.45 | ||||
2025-05-02 | 13F | 纳帕特里资本有限公司 | 543 | 269 | ||||||
2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29 | 15 | ||||||
2025-08-29 | NP | LIVR——智能利弗莫尔 ETF | 329 | 179 | ||||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 5,594 | 2,563.81 | 3,040 | 2,688.07 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 42,757 | 2.29 | 23,222 | 12.08 | ||||
2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 386 | 210 | ||||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 7 | 4 | ||||||
2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 81,923 | 24.06 | 44,518 | 36.12 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 1,089,293 | 27.06 | 591,933 | 39.41 | ||||
2025-08-26 | NP | EQ 顾问信任 - EQ/T。 Rowe Price 健康科学投资组合 IB 级 | 16,440 | 2.49 | 8,934 | 12.45 | ||||
2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 774,750 | 0.09 | 421,007 | 9.81 | ||||
2025-07-14 | 13F | CRA 金融服务有限责任公司 | 543 | 13.60 | 295 | 25.00 | ||||
2025-07-07 | 13F | RB 资本管理有限责任公司 | 1,597 | 0.31 | 868 | 10.03 | ||||
2025-08-12 | 13F | 河滨投资集团有限责任公司 | 9,559 | 0.07 | 5,194 | 9.81 | ||||
2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 187 | 15.43 | 96 | 4.35 | ||||
2025-05-28 | NP | SAMT - STRATEGAS 宏观主题机会 ETF | 7,198 | 37.76 | 3,565 | 30.69 | ||||
2025-06-25 | NP | TMSRX - T. Rowe Price 多策略总回报基金 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 | 507 | 77.89 | 262 | 61.11 | ||||
2025-08-29 | NP | LSGR - Natixis Loomis Sayles 聚焦增长 ETF | 21,835 | 6.09 | 11,865 | 16.40 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 5 | 3 | ||||||
2025-08-11 | 13F | 科特兰山资本管理有限公司 | 1,475 | 8.06 | 802 | 21.73 | ||||
2025-08-13 | 13F | 信托集团有限责任公司 | 22,623 | 0.03 | 12,294 | 9.75 | ||||
2025-07-16 | 13F | Kingsman财富管理有限公司 | 2,738 | 23.28 | 1,488 | 35.30 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,271 | 2.09 | 691 | 12.01 | ||||
2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 47,567 | 8.80 | 25,848 | 19.38 | ||||
2025-07-08 | 13F | RMR 财富创造者 | 6,216 | 6.64 | 3,378 | 17.01 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 506 | 275 | ||||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 561 | 21.69 | 305 | 33.33 | ||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 3,855 | 4.93 | 2,095 | 15.12 | ||||
2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 4,161 | 2,261 | ||||||
2025-08-12 | 13F | 伟克资本管理公司 | 412 | 224 | ||||||
2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 2,148 | 14.26 | 1,167 | 25.35 | ||||
2025-08-26 | NP | BGRWX - BARRETT GROWTH FUND 零售类 | 500 | 272 | ||||||
2025-06-26 | NP | SCJAX - Steward 备兑看涨期权收入基金 A 类 | 1,600 | 825 | ||||||
2025-07-10 | 13F | 主权顾问有限责任公司 | 1,447 | 97.14 | 763 | 115.54 | ||||
2025-08-13 | 13F | 资本分析师公司 | 445 | 4.22 | 0 | |||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 24,284 | 9.63 | 13,888 | 41.01 | ||||
2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 286,282 | 21.51 | 147,664 | 9.60 | ||||
2025-08-12 | 13F | 阿维索金融公司 | 1,847 | 29.80 | 1,004 | 42.47 | ||||
2025-07-31 | 13F | 华盛顿信托顾问公司 | 17,938 | 0.14 | 9,748 | 9.87 | ||||
2025-08-12 | 13F | 基石财富管理有限责任公司 | 786 | 26.57 | 427 | 39.09 | ||||
2025-08-07 | 13F | 康帕斯资本管理公司 | 27,241 | 14,803 | ||||||
2025-08-28 | NP | 景顺Qqq信托,系列1 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 | 7,395,246 | 0.68 | 4,018,651 | 10.47 | ||||
2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 1,191 | 13.21 | 647 | 24.18 | ||||
2025-06-26 | NP | NWLG - Nuveen Winslow 大盘成长 ESG ETF | 461 | 47.28 | 238 | 33.15 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 7,009 | 71.75 | 3,809 | 88.42 | ||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 826 | 449 | ||||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 310,392 | 4.44 | 160,100 | -5.80 | ||||
2025-06-27 | NP | RSPH - Invesco S&P 500 等权重医疗保健 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 | 26,233 | 4.75 | 13,531 | -5.52 | ||||
2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 3,736 | 0.38 | 2,030 | 10.15 | ||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 7,233 | 1.40 | 3,930 | 11.27 | ||||
2025-07-08 | 13F | 爱华顾问有限公司 | 1,267 | 2.01 | 688 | 11.87 | ||||
2025-08-01 | 13F | 詹尼森联合有限公司 | 3,122,390 | 20.37 | 1,696,738 | 32.07 | ||||
2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 96 | 14.29 | 48 | 9.30 | ||||
2025-08-26 | NP | FTQI - First Trust 对冲 BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,000 | 41.24 | 14,129 | 54.98 | ||||
2025-08-11 | 13F | 潮汐有限责任公司 | 58 | 1.75 | 32 | 10.71 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 80 | 41 | ||||||
2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 6,472 | 242.07 | 3,517 | 275.24 | ||||
2025-07-22 | 13F | 旧国家银行/in/ | 5,943 | 12.24 | 3,229 | 23.15 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 23,654 | 6.01 | 13,065 | 2.17 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,436 | 1.84 | 741 | -8.19 | ||||
2025-07-14 | 13F | 战略规划集团有限责任公司 | 13,026 | 5.83 | 7,079 | 16.11 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 2,301 | 22.72 | 1,250 | 34.70 | ||||
2025-08-14 | 13F | 图标财富顾问有限责任公司 | 2,620 | 45.80 | 1,424 | 59.89 | ||||
2025-08-14 | 13F | MGB 财富管理有限责任公司 | 486 | 264 | ||||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 2 | 1 | ||||||
2025-07-31 | 13F | 达顿财富集团公司 | 510 | 277 | ||||||
2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 2,698 | 20.99 | 1,466 | 32.79 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 33,787 | 2.36 | 18,360 | 12.31 | ||||
2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 6,311 | 3,429 | ||||||
2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 441 | 0 | ||||||
2025-07-23 | 13F | BankPlus 信托部 | 153 | 131.82 | 83 | 159.38 | ||||
2025-07-30 | 13F | 方舟投资管理有限公司 | 20,342 | 2.56 | 11,054 | 12.53 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe 定价大盘成长投资组合 A 类 | 68,208 | 2.23 | 37,065 | 12.17 | ||||
2025-08-13 | 13F | 金沙资本管理有限公司 | 757,570 | 39.24 | 411,671 | 52.77 | ||||
2025-07-14 | 13F | 加州遗产资本集团有限公司 | 910 | 495 | ||||||
2025-07-29 | 13F | 基础有限公司 | 564 | 306 | ||||||
2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 802 | 46.89 | 436 | 61.11 | ||||
2025-03-31 | NP | DAACX - 多元化股票基金 | 1,912 | 0.79 | 1,093 | 14.45 | ||||
2025-08-14 | 13F | 多元化财富管理有限责任公司 | 9,913 | 10.80 | 4,740 | 2.91 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 3,904 | 9.85 | 2,121 | 20.51 | ||||
2025-08-12 | 13F | Titleist 资产管理有限公司 | 635 | 345 | ||||||
2025-08-07 | 13F | PFG顾问 | 8,982 | 17.11 | 4,881 | 28.49 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 5,137 | 0.14 | 2,791 | 9.88 | ||||
2025-06-27 | NP | CARK - CastleArk 大型增长 ETF | 26,230 | 3.15 | 13,529 | -6.97 | ||||
2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 1,235 | 24.87 | 671 | 37.22 | ||||
2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 827 | 1.97 | 449 | 11.97 | ||||
2025-07-31 | 13F | 蓝天资本顾问集团有限公司 | 7,713 | 35.22 | 4,191 | 48.35 | ||||
2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 1,233 | 8.83 | 639 | 9.23 | ||||
2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -2,672 | -1,452 | |||||
2025-08-13 | 13F | 约翰逊金融集团公司 | 775 | 34.08 | 421 | 47.20 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 129 | 16.22 | 67 | 4.76 | ||||
2025-07-22 | 13F | JSF 金融有限责任公司 | 397 | 216 | ||||||
2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 645 | 2.87 | 350 | 12.90 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 2,884 | 1,022.18 | 1,567 | 1,133.86 | ||||
2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 40,610 | 12.48 | 22,068 | 23.42 | ||||
2025-08-14 | 13F | 联合资本有限责任公司 | 35,118 | 23.07 | 19,083 | 35.03 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 442,483 | 30.48 | 240 | 42.86 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 2,243 | 13.86 | 1,219 | 24.92 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 104,679 | 0.22 | 56,884 | 9.96 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 10,150 | 6 | ||||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 23,846 | 2.22 | 11,810 | -3.01 | ||||
2025-07-30 | 13F | 驱动财富管理有限公司 | 1,439 | 14.94 | 782 | 26.17 | ||||
2025-04-24 | NP | FAAAX - 富兰克林 K2 另类策略基金 A 类 | 2,762 | 52.43 | 1,583 | 61.20 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 4,800 | 860.00 | 2,608 | 955.87 | ||||
2025-07-10 | 13F | 信任点公司 | 1,598 | 7.54 | 868 | 18.10 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Call | 2,600 | 1,413 | |||||
2025-08-26 | NP | IXJ - iShares 全球医疗保健 ETF | 192,037 | 0.99 | 104,355 | 10.80 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 1,100 | 598 | |||||
2025-07-28 | NP | EAFGX - 伊顿万斯聚焦增长机会基金 A 类 | 3,766 | 43.30 | 2,080 | 38.11 | ||||
2025-07-09 | 13F | 派恩斯财富管理有限公司 | 603 | 27.48 | 328 | 51.85 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 10,337 | 0.07 | 5,597 | 8.22 | ||||
2025-08-26 | NP | QAAGZX - T. Rowe Price 健康科学投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,184 | 2.12 | 36,508 | 12.04 | ||||
2025-08-12 | 13F | 动态技术实验室私人有限公司 | 725 | 394 | ||||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 86 | 17.81 | 47 | 27.78 | ||||
2025-07-17 | 13F | 罗利资本管理公司 | 307 | 23.79 | 167 | 36.07 | ||||
2025-07-14 | 13F | 梅森有限责任公司 | 925 | 86.87 | 503 | 104.90 | ||||
2025-07-15 | 13F | 密苏里信托投资公司 | 1,955 | 11.40 | 1,062 | 22.21 | ||||
2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Put | 2,100 | 1,141 | |||||
2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 449 | 11.69 | 244 | 22.11 | ||||
2025-06-27 | NP | CAREX - Domini 可持续解决方案基金投资者股份 | 689 | 117.35 | 355 | 96.13 | ||||
2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Call | 1,500 | 815 | |||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | 332,650 | 48.67 | 180,765 | 63.12 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 56,500 | 22.03 | 30,703 | 33.89 | |||
2025-07-15 | 13F | 灰点有限责任公司 | 2,574 | 11.82 | 1,399 | 22.63 | ||||
2025-08-14 | 13F | 家族管理公司 | 677 | 12.65 | 368 | 23.57 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行资本市场(欧洲)有限公司 | 48,252 | 252.20 | 26,221 | 286.44 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 5,230 | 7.57 | 2,842 | 18.02 | ||||
2025-05-12 | 13F | 桑迪泉银行 | 15,691 | 15.09 | 7,771 | 9.20 | ||||
2025-04-01 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | Short | -3,342 | -1,911 | |||||
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 | 556 | 2.77 | 302 | 13.11 | ||||
2025-08-07 | 13F | 策略资产管理公司 | 4,511 | 0.62 | 2,451 | 10.41 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 56,900 | 21.32 | 30,920 | 33.12 | |||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 1,525 | 15.44 | 829 | 15.48 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 42,700 | 3.89 | 23,204 | 13.99 | |||
2025-08-13 | 13F | 景顺有限公司 | 4,421,133 | 4.77 | 2,402,488 | 14.95 | ||||
2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 61,060 | 0.89 | 33,181 | 10.70 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 554,244 | 6.36 | 301 | 16.67 | ||||
2025-08-05 | NP | HNASX - 成长基金 | 16,947 | 0.71 | 9,209 | 10.50 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,235 | 19.39 | 1,215 | 30.96 | ||||
2025-07-22 | 13F | 罗马诺兄弟公司 | 874 | 475 | ||||||
2025-08-11 | 13F | 沃杜州银行 | 17,359 | 0.66 | 9 | 12.50 | ||||
2025-08-12 | 13F | 桑德希尔资本合伙公司 | 118,093 | 0.69 | 64,173 | 10.48 | ||||
2025-07-25 | NP | FWD - AB 颠覆者 ETF | 19,859 | 15.33 | 10,969 | 11.14 | ||||
2025-08-14 | 13F | 法灵顿资本有限公司 | 818 | 445 | ||||||
2025-07-10 | 13F | 巴德尔银行 | 3,520 | 50.62 | 1,913 | 65.25 | ||||
2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 7,165 | 3,696 | ||||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 8,940 | 349.47 | 4,858 | 393.20 | ||||
2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 4,582 | 2.97 | 2,363 | -7.11 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 114 | 39.02 | 62 | 52.50 | ||||
2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 719 | 18.06 | 391 | 29.57 | ||||
2025-08-13 | 13F | 伯比斯资本管理有限公司 | 355 | 42.00 | 193 | 56.10 | ||||
2025-08-01 | 13F | 澳大利亚超级有限公司 | 105,021 | 763.59 | 57,069 | 847.68 | ||||
2025-07-22 | 13F | 传统 CG 有限责任公司 | 10,371 | 5.31 | 5,636 | 15.54 | ||||
2025-08-26 | NP | Ivy可变保险组合-Ivy VIP科技II级 | 17,203 | 0.88 | 9,348 | 10.69 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 2,163 | 6.87 | 1,175 | 17.27 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/ClearBridge 大盘成长基金 (A) This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,431 | 6.79 | 33,926 | 17.17 | ||||
2025-07-18 | 13F | 洛克曼金融集团公司 | 738 | 401 | ||||||
2025-08-14 | 13F | 法国巴黎银行 | 30,021 | 16.09 | 16,314 | 25.79 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 8,096 | 18.50 | 4,176 | 6.86 | ||||
2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 6,812 | 284.42 | 3,702 | 322.01 | ||||
2025-08-13 | 13F | 克莱雷资产管理公司 | 5,969 | 3 | 50.00 | |||||
2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 38 | 46.15 | 21 | 42.86 | ||||
2025-08-15 | 13F | 苏达国家银行安全 | 405 | 220 | ||||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:B1 系列 | 554 | 301 | ||||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 111,900 | 27.45 | 59,722 | 38.30 | |||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 6,102 | 1,077.99 | 3,257 | 1,181.89 | ||||
2025-07-16 | 13F | 财富财务顾问有限责任公司 | 856 | 18.40 | 465 | 29.89 | ||||
2025-08-14 | 13F | 第一轮管理有限责任公司 | 32,305 | 46.12 | 17,555 | 60.33 | ||||
2025-08-29 | NP | GCPAX - Gateway 股票认购溢价基金 A 类 | 2,537 | 4.79 | 1,379 | 14.93 | ||||
2025-08-04 | 13F | 五大湖退休公司 | 3,367 | 2.78 | 1,830 | 12.76 | ||||
2025-08-14 | 13F | 信托信托公司 | 11,611 | 9.39 | 6,309 | 20.03 | ||||
2025-07-31 | 13F | R平方有限公司 | 2,793 | 267.50 | 1,518 | 303.46 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 9,684 | 12.78 | 5,263 | 23.75 | ||||
2025-07-25 | 13F | 理查森金融服务公司 | 1,526 | 339.77 | 821 | 379.53 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 4 | 2 | ||||||
2025-07-16 | 13F | 雷尼尔家族财富公司 | 837 | 3.72 | 455 | 13.78 | ||||
2025-06-30 | NP | SLWGX-慢速资本增长基金 | 5,055 | 31.30 | 2,607 | 18.45 | ||||
2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 22,789 | 6.06 | 12,384 | 16.37 | ||||
2025-07-30 | NP | BFOR - 巴伦 400 ETF | 740 | 1.37 | 409 | -2.39 | ||||
2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 2,570 | 0.39 | 1,397 | 10.18 | ||||
2025-08-12 | 13F | MAI资本管理 | 27,887 | 4.03 | 15,154 | 14.14 | ||||
2025-08-12 | 13F | MAI资本管理 | Put | 1,793 | 9.73 | |||||
2025-08-05 | 13F | 密歇根州退休系统 | 201,953 | 0.35 | 109,743 | 10.10 | ||||
2025-06-24 | NP | KLGAX - MainStay MacKay 成长基金 A 类 | 10,378 | 5,353 | ||||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 501 | 272 | ||||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-08 | 13F | 复兴银行 | 859 | 0.82 | 467 | 10.69 | ||||
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 | 1,000 | 76.06 | 573 | 86.64 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 11,933 | 8.83 | 6,485 | 19.41 | ||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-25 | NP | LRGE - ClearBridge 大盘成长 ESG ETF This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,842 | 18.49 | 9,696 | 30.01 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-13 | 13F | Alerus 金融纳 | 12,807 | 0.87 | 6,959 | 10.69 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 1,428 | 5.47 | 776 | 15.67 | ||||
2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 4,926 | 1.17 | 2,677 | 10.99 | ||||
2025-04-29 | 13F | 卡兰资本有限责任公司 | 1,101 | 6.89 | 545 | 1.49 | ||||
2025-07-14 | 13F | 切里代尔财富管理有限公司 | 496 | 7.36 | 270 | 17.98 | ||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 2,524 | 49.44 | 1,372 | 64.00 | ||||
2025-08-13 | 13F | 法国集团 | 147,161 | 99.01 | 80,081 | 113.46 | ||||
2025-06-25 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 30,048 | 135.03 | 15,499 | 273.72 | ||||
2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 396 | 215 | ||||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 436,915 | 6.00 | 241,326 | 2.15 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 5,633 | 18.89 | 3,061 | 30.48 | ||||
2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 100 | 28.21 | 52 | 15.91 | ||||
2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - | 2,463 | 1.40 | 1,360 | -2.30 | ||||
2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 892 | 485 | ||||||
2025-08-26 | NP | PGWAX - AllianzGI 重点增长基金 A | 75,638 | 0.92 | 41,102 | 10.73 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 17,346 | 4.99 | 9,426 | 15.19 | ||||
2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 537 | 292 | ||||||
2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 1,338 | 0.45 | 727 | 10.32 | ||||
2025-08-13 | 13F | StoneX集团公司 | 1,054 | 9.56 | 573 | 20.17 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 9,862 | 10.13 | 5,359 | 20.83 | ||||
2025-08-29 | NP | JABLX - Janus Henderson 平衡投资组合服务股票 | 69,330 | 27.30 | 37,675 | 39.67 | ||||
2025-07-03 | 13F | 阿维斯特投资公司 | 546 | 297 | ||||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 30 | 16 | ||||||
2025-08-14 | 13F | 城堡胡克合伙公司 | 97,019 | 9.35 | 52,721 | 19.98 | ||||
2025-08-05 | 13F | 住友生命保险公司 | 24,787 | 0.42 | 13,470 | 10.18 | ||||
2025-08-13 | 13F | 宽博科技有限公司 | 40,485 | 46.62 | 22,000 | 60.87 | ||||
2025-07-14 | 13F | 西方资产管理有限责任公司 | 1,233 | 1.23 | 670 | 11.11 | ||||
2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 16,646 | 9,046 | ||||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 82,467 | 3.99 | 44,813 | 14.09 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 7,581 | 0.57 | 4,120 | 10.34 | ||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 49,179 | 5.16 | 26,724 | 15.38 | ||||
2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 4,545 | 3.53 | 2,470 | 13.57 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 95,463 | 25.12 | 51,876 | 37.28 | ||||
2025-08-12 | 13F | 德意志银行\ | 1,371,451 | 11.62 | 745,260 | 22.47 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 17,966 | 26.42 | 9,763 | 38.70 | ||||
2025-08-14 | 13F | 农林中金银行 | 31,825 | 5.74 | 17,294 | 16.02 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 127 | 2.42 | 0 | |||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 24,060 | 2.37 | 12,410 | -7.66 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 29,104 | 5.87 | 15,815 | 16.17 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 22,102 | 232.71 | 12,010 | 265.05 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 42,290 | 4.50 | 22,981 | 14.65 | ||||
2025-08-08 | 13F | 安联保险 | 20,780 | 19.67 | 11,292 | 31.30 | ||||
2025-07-18 | 13F | 联合规划公司 | 9,129 | 3.84 | 4,961 | 13.94 | ||||
2025-08-14 | 13F | 沃特斯帕克森有限公司 | 1,698 | 6.26 | 923 | 16.56 | ||||
2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 21,536 | 11,895 | ||||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 243,668 | 0.04 | 133 | 10.00 | ||||
2025-07-15 | 13F | Hidden Cove 财富管理有限责任公司 | 378 | 205 | ||||||
2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 443 | 219 | ||||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 163,201 | 1.46 | 88,685 | 11.32 | ||||
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 | 1,528 | 12.77 | 830 | 23.70 | ||||
2025-08-08 | 13F | 包装管理公司 | 1,531 | 125.81 | 832 | 148.06 | ||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 41 | 22 | ||||||
2025-04-30 | 13F | 索福斯投资公司 | 18 | 500.00 | 9 | 700.00 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 5,693 | 16.88 | 2,936 | 5.42 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 166,713 | 3.07 | 91 | 12.50 | ||||
2025-06-26 | NP | FTQGX - 富达专注股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,000 | 30,432 | ||||||
2025-08-12 | 13F | APG 资产管理公司 | 695,913 | 50.90 | 322,159 | 52.35 | ||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 13 | 7 | ||||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 364 | 198 | ||||||
2025-07-16 | 13F | 梯度资本顾问有限责任公司 | 397 | 216 | ||||||
2025-07-23 | 13F | 圆景资本有限责任公司 | 14,385 | 37.12 | 7,817 | 50.45 | ||||
2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 1,558 | 55.96 | 861 | 50.35 | ||||
2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 5,099 | 5.37 | 2,771 | 15.61 | ||||
2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 116,318 | 0.33 | 59,997 | -9.51 | ||||
2025-07-30 | 13F | Exencial 财富顾问有限公司 | 818 | 23.75 | 445 | 35.78 | ||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 29,014 | 0.28 | 14,965 | -9.55 | ||||
2025-07-24 | NP | FBOT - 富达颠覆性自动化 ETF | 5,716 | 13.53 | 3,157 | 9.43 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,462 | 4.65 | 754 | -5.51 | ||||
2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 35,267 | 9.37 | 18,191 | -1.36 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 3,438 | 2.96 | 1,868 | 13.01 | ||||
2025-08-13 | 13F | 卡罗尔投资公司 | 932 | 45.85 | 506 | 60.13 | ||||
2025-08-13 | 13F | 安盟资产管理公司 | 65,796 | 11.59 | 35,126 | 21.12 | ||||
2025-08-07 | 13F | 肯彭资本管理公司 | 34,306 | 11.98 | 18,642 | 22.87 | ||||
2025-07-30 | 13F | 生命财富投资有限公司 | 482 | 16.14 | 262 | 27.32 | ||||
2025-08-08 | 13F | 欧米茄金融集团有限责任公司 | 381 | 207 | ||||||
2025-07-10 | 13F | 财务管理网络公司 | 1,110 | 0.27 | 604 | 17.74 | ||||
2025-05-23 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 1,831 | 10.10 | 907 | 4.38 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 2,033 | 21.66 | 1,105 | 33.49 | ||||
2025-08-08 | 13F | IMA 财富公司 | 5,362 | 3.16 | 2,914 | 13.17 | ||||
2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 1,700 | 28.98 | 924 | 41.56 | ||||
2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 2,253 | 6.98 | 1,224 | 17.35 | ||||
2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 126,302 | 11.61 | 68,634 | 22.46 | ||||
2025-08-07 | 13F | 彭布罗克管理有限公司 | 397 | 216 | ||||||
2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 1,098 | 1.48 | 566 | -8.41 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 1,749,835 | 0.67 | 951 | 10.47 | ||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 205 | 1.49 | 111 | 11.00 | ||||
2025-06-25 | NP | IWFG - IQ Winslow 重点关注大盘成长 ETF | 649 | 20.63 | 335 | 8.79 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 2 | 100.00 | 1 | |||||
2025-08-01 | 13F | 奥斯曼资本公司 | 1,358 | 7.10 | 738 | 17.36 | ||||
2025-08-08 | 13F | 咨询资源组 | 2,050 | 5.29 | 1,114 | 15.46 | ||||
2025-07-18 | 13F | 库珀金融集团 | 1,332 | 6.65 | 724 | 16.99 | ||||
2025-07-17 | 13F | LVW 顾问有限责任公司 | 1,736 | 12.07 | 943 | 22.95 | ||||
2025-08-05 | 13F | 桥水顾问公司 | 952 | 6.73 | 473 | 3.05 | ||||
2025-07-29 | 13F | 伯福德兄弟公司 | 680 | 0.59 | 370 | 10.48 | ||||
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 | 1,818 | 0.94 | 988 | 10.77 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 418 | 290.65 | 216 | 437.50 | ||||
2025-07-22 | 13F | 杰默资产管理有限公司 | 510 | 2.20 | 277 | 12.15 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 589,109 | 0.39 | 320 | 10.34 | ||||
2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 6,687 | 16.19 | 3,449 | 4.80 | ||||
2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 1,876 | 7.51 | 1,019 | 17.94 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 7,214 | 10.42 | 3,920 | 21.17 | ||||
2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 432 | 0.93 | 235 | 10.90 | ||||
2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 944 | 16.26 | 487 | 4.74 | ||||
2025-07-22 | 13F | MBL 财富有限责任公司 | 384 | 209 | ||||||
2025-07-14 | 13F | 金州股权合伙人 | 1,263 | 4.47 | 686 | 14.72 | ||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 2,810 | 22.60 | 1,527 | 34.45 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 19,083 | 749.27 | 10,370 | 832.46 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 9,419 | 4.04 | 5,118 | 14.16 | ||||
2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 484 | 4.54 | 263 | 14.85 | ||||
2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 12,975 | 16.42 | 6,693 | 5.01 | ||||
2025-08-14 | 13F | 天鹅资本有限责任公司 | 7 | 4 | ||||||
2025-08-29 | NP | STRV - Strive 500 ETF | 6,116 | 5.05 | 3,323 | 15.26 | ||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 12,372 | 85.15 | 6,723 | 103.17 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 1,051 | 21.78 | 571 | 33.72 | ||||
2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 7,333 | 6.90 | 3,985 | 17.28 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 51,138 | 4.22 | 27,788 | 14.55 | ||||
2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 1,071 | 563 | ||||||
2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 915 | 2.23 | 497 | 12.19 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 652 | 354 | ||||||
2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 347,675 | 52.23 | 188,930 | 67.03 | ||||
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 | 1,069,633 | 9.93 | 590,801 | 5.94 | ||||
2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 1,285 | 9.83 | 698 | 20.55 | ||||
2025-07-25 | 13F | 约翰逊投资顾问公司 | 29,042 | 3.19 | 15,782 | 13.22 | ||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 1,306 | 8.20 | 710 | 18.76 | ||||
2025-08-19 | NP | DAVPX - 达文波特核心基金 | 24,229 | 3.04 | 13,166 | 13.05 | ||||
2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 2,456 | 218.13 | 1,334 | 249.21 | ||||
2025-08-26 | NP | QLMLOX - ClearBridge 可变大盘增长投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,698 | 10.73 | 12,334 | 21.49 | ||||
2025-07-11 | 13F | 平博银行公司 | 532 | 4.11 | 289 | 14.23 | ||||
2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 6,349 | 2.16 | 3,450 | 12.09 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Janus 平衡副总裁服务 | 6,286 | 17.12 | 3,416 | 28.48 | ||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 1,301 | 4.08 | 707 | 14.05 | ||||
2025-07-10 | 13F | YHB 投资顾问公司 | 21,981 | 0.96 | 11,944 | 10.78 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 212 | 26.19 | 0 | |||||
2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 408 | 43.66 | 225 | 38.89 | ||||
2025-08-08 | 13F | 橡树丰收投资服务 | 6,215 | 4.84 | 3,377 | 15.06 | ||||
2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 3,754,462 | 1.11 | 2,040,212 | 10.93 | ||||
2025-07-18 | 13F | 麦奎尔投资集团有限责任公司 | 24,081 | 2.71 | 13,086 | 12.69 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 3,631 | 161.41 | 1,973 | 187.05 | ||||
2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 20,584 | 1,019.91 | 10,617 | 910.18 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Call | 12,700 | 6,901 | |||||
2025-07-28 | 13F | 双树管理有限公司 | 3,034 | 1,649 | ||||||
2025-07-16 | 13F | 多元化企业有限责任公司 | 1,419 | 9.07 | 771 | 19.72 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. 等 | 10,443 | 3.73 | 5,675 | 13.82 | ||||
2025-07-18 | 13F | 影响资本合伙公司 | 663 | 0.45 | 360 | 10.43 | ||||
2025-07-21 | 13F | ZWJ投资顾问公司 | 1,150 | 5.22 | 625 | 15.34 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 532 | 56.01 | 289 | 72.02 | ||||
2025-08-14 | 13F | Xponance公司 | 87,563 | 4.08 | 47,583 | 14.20 | ||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 37 | 32.14 | 20 | 53.85 | ||||
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 | 107,334 | 27.13 | 55,363 | 14.66 | ||||
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 | 482,984 | 5.27 | 262,458 | 15.50 | ||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 8 | 4 | ||||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 13,701 | 33.62 | 7,445 | 46.61 | ||||
2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 311 | 677.50 | 154 | 670.00 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 32,303 | 127.98 | 17,554 | 150.15 | ||||
2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 553 | 20.22 | 301 | 32.16 | ||||
2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 1,167 | 19.08 | 634 | 30.72 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 3,858 | 15.27 | 1,990 | 3.92 | ||||
2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 484 | 263 | ||||||
2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 409 | 222 | ||||||
2025-08-07 | 13F | 深刻顾问有限公司 | 32,270 | 14.18 | 17,536 | 25.28 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 2,554 | 12.81 | 1,388 | 23.73 | ||||
2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 5,973 | 9.20 | 3 | 50.00 | ||||
2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 16 | 14.29 | 8 | 0.00 | ||||
2025-08-11 | 13F | 思维财富管理有限责任公司 | 1,354 | 1.27 | 736 | 11.03 | ||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 77 | 20.31 | 42 | 32.26 | ||||
2025-07-09 | 13F | 捷克国家银行 | 87,610 | 6.95 | 47,608 | 17.34 | ||||
2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 27,017 | 244.30 | 14,681 | 277.79 | ||||
2025-08-05 | 13F | KJ 哈里森合伙人公司 | 3,004 | 0.13 | 1,632 | 9.90 | ||||
2025-07-15 | 13F | 诺登集团有限公司 | 2,453 | 39.14 | 1,333 | 52.58 | ||||
2025-08-12 | 13F | Axq资本有限合伙人 | 2,356 | 1,280 | ||||||
2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 4,689 | 10.25 | 2,548 | 20.99 | ||||
2025-07-22 | 13F | 广发基金管理有限公司 | 76,641 | 1.33 | 41,647 | 11.18 | ||||
2025-07-28 | 13F | 切萨皮克财富管理 | 2,415 | 9.23 | 1,312 | 19.82 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 38,025 | 38.36 | 20,663 | 51.81 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 96,821 | 33.64 | 52,614 | 46.64 | ||||
2025-06-24 | NP | 路博迈下一代连接基金公司 | 36,728 | 38.24 | 18,944 | 24.69 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 703,054 | 2.85 | 375 | 13.98 | ||||
2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 66,211 | 13.05 | 35,980 | 24.04 | ||||
2025-08-04 | 13F | 俄亥俄州 | 164,091 | 95.14 | 89,169 | 114.11 | ||||
2025-08-13 | 13F | F/M 投资有限责任公司 | 33,124 | 92.58 | 18,000 | 111.31 | ||||
2025-08-12 | 13F | 贝莱德公司 | 31,516,587 | 0.21 | 17,126,428 | 9.95 | ||||
2025-08-12 | 13F | 贝莱德公司 | Call | 52,800 | 28,692 | |||||
2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 418,259 | 0.17 | 227,286 | 9.90 | ||||
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 | 358,058 | 3.13 | 197,770 | -0.61 | ||||
2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 471 | 2.17 | 256 | 11.84 | ||||
2025-08-18 | 13F | 前排顾问有限责任公司 | 7,429 | 1.07 | 4,037 | 10.88 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 456 | 27.73 | 245 | 38.42 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 453,840 | 7.93 | 246,621 | 18.42 | ||||
2025-06-26 | NP | GRNY - Fundstrat Granny Shots 美国大盘股 ETF | 47,820 | 10.91 | 24,666 | 0.04 | ||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 62 | 8.77 | 34 | 17.86 | ||||
2025-07-18 | 13F | TABR资本管理有限责任公司 | 482 | 14.22 | 262 | 24.88 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 8,401 | 2.15 | 4,565 | 12.11 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 1,041 | 46.00 | 566 | 60.06 | ||||
2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 7,325 | 146.72 | 3,981 | 170.75 | ||||
2025-08-06 | 13F | 方正金融证券有限公司 | 2,314 | 0.13 | 1,257 | 5.90 | ||||
2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 2,290 | 292.12 | 1,086 | 275.43 | ||||
2025-07-18 | 13F | 帕森斯资本管理公司/ri | 1,895 | 8.29 | 1,030 | 18.82 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 918 | 6.00 | 499 | 16.36 | ||||
2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 4,023 | 16.24 | 2,075 | 4.85 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 92,708 | 3.44 | 50,378 | 13.49 | ||||
2025-07-28 | 13F | JGP 财富管理有限责任公司 | 1,955 | 1.82 | 1,062 | 11.79 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 2,080,680 | 28.37 | 1,130,661 | 40.85 | ||||
2025-08-19 | 13F | 西姆有限责任公司 | 39,982 | 0.18 | 21,726 | 9.92 | ||||
2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 1,570 | 5.51 | 853 | 15.90 | ||||
2025-08-29 | NP | BASG - 布朗咨询可持续增长ETF | 15,833 | 8,604 | ||||||
2025-08-11 | 13F | 经验金融有限责任公司 | 12,199 | 0.69 | 6,629 | 10.48 | ||||
2025-07-09 | 13F | 弗拉加索集团公司 | 848 | 20.28 | 461 | 31.81 | ||||
2025-07-14 | 13F | 怀特纳资本管理公司 | 6,118 | 0.64 | 3,325 | 10.43 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 61,582 | 4.72 | 33,464 | 14.90 | ||||
2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 274 | 682.86 | 149 | 770.59 | ||||
2025-07-25 | 13F | 阿尔塔顾问有限公司 | 1,781 | 5.95 | 968 | 16.23 | ||||
2025-08-28 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 757 | 9.24 | 411 | 19.83 | ||||
2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 864 | 0.23 | 470 | 10.09 | ||||
2025-04-28 | NP | RISN - Inspire 战术平衡 ESG ETF | 4,095 | 2,347 | ||||||
2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 542 | 22.62 | 295 | 34.25 | ||||
2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 320 | 204.76 | 177 | 193.33 | ||||
2025-08-07 | 13F | 奥特曼顾问公司 | 3,711 | 1.67 | 1,996 | 6.06 | ||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 10,928 | 0.15 | 5,938 | 9.88 | ||||
2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 1,579 | 124.29 | 858 | 146.55 | ||||
2025-07-29 | 13F | 西格玛投资顾问公司 | 17,233 | 5.30 | 9,364 | 15.53 | ||||
2025-08-07 | 13F | 中西部信托公司 | 29,054 | 15,788 | ||||||
2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 455 | 4.12 | 247 | 14.35 | ||||
2025-06-27 | NP | PCBCX - 胜利先锋平衡基金C类 | 7,911 | 4,080 | ||||||
2025-07-30 | 13F | 达戴维森公司 | 13,863 | 2.51 | 7,533 | 12.47 | ||||
2025-07-31 | 13F | 新罕布什尔信托 | 796 | 13.23 | 433 | 24.14 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 4,961 | 12.42 | 2,696 | 23.34 | ||||
2025-08-12 | 13F | 银色信托公司 | 10,471 | 2.06 | 5,690 | 11.99 | ||||
2025-07-14 | 13F | UMA 金融服务公司 | 804 | 7.20 | 437 | 17.52 | ||||
2025-07-29 | 13F | 杜蒙和布莱克投资顾问有限公司 | 395 | 215 | ||||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 70 | 84.21 | 38 | 111.11 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 187,264 | 0.76 | 103,433 | -2.89 | ||||
2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 59,073 | 1.30 | 32,082 | 11.10 | ||||
2025-07-29 | 13F | 积极财富管理 | 92 | 16.46 | 50 | 28.21 | ||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 82 | 17.14 | 45 | 29.41 | ||||
2025-08-04 | 13F | IFG 咨询有限责任公司 | 544 | 1.68 | 296 | 11.74 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 5,093 | 55.18 | 2,768 | 70.28 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 59,398 | 59.40 | 31,701 | 72.97 | ||||
2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 903 | 65.38 | 483 | 78.52 | ||||
2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 2,580 | 13.26 | 1,331 | 2.15 | ||||
2025-07-23 | 13F | 沃姆瑟兄弟管理公司 | 2,316 | 8.43 | 1,258 | 19.58 | ||||
2025-07-17 | 13F | 斯科特与塞尔伯公司 | 6,788 | 0.59 | 4 | 0.00 | ||||
2025-08-11 | 13F | 领头羊顾问有限责任公司 | 64 | 35 | ||||||
2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 2,080 | 2.11 | 1,130 | 11.99 | ||||
2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 2,080 | 3.02 | 1,130 | 13.11 | ||||
2025-07-24 | 13F | KC 投资顾问有限公司 | 2,252 | 41.64 | 1,224 | 55.40 | ||||
2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 13,885 | 0.95 | 7,545 | 10.76 | ||||
2025-07-02 | 13F | 挪威储蓄银行 | 2,613 | 53.44 | 1,420 | 68.33 | ||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 31 | 16 | ||||||
2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 24,041 | 0.07 | 13,064 | 9.80 | ||||
2025-07-17 | 13F | 芝加哥资本有限责任公司 | 38,801 | 7.19 | 21,085 | 17.61 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 4,526 | 27.89 | 2,459 | 40.35 | ||||
2025-07-21 | 13F | ASR资产管理公司 | 28,379 | 15.97 | 15,421 | 27.26 | ||||
2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 916 | 3.62 | 498 | 13.73 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 4,855 | 4.77 | 2,638 | 15.00 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 10 | 5 | ||||||
2025-08-26 | NP | QQXT - First Trust Nasdaq-100 除科技行业指数基金 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 | 38,044 | 874.49 | 20,673 | 969.48 | ||||
2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 23,003 | 8.21 | 12,500 | 18.73 | ||||
2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 2,148 | 0.61 | 1,167 | 10.41 | ||||
2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 17,960 | 3.64 | 9,264 | -6.53 | ||||
2025-08-06 | 13F | 温泉顾问公司 | 2,160 | 6.56 | 1,174 | 16.95 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,459 | 21.67 | 1,336 | 33.60 | ||||
2025-08-04 | 13F | 海滨财富公司 | 390 | 212 | ||||||
2025-07-23 | 13F | SGL投资顾问有限公司 | 751 | 5.48 | 396 | 3.39 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 738,650 | 0.69 | 401 | 10.47 | ||||
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 | 3,922 | 46.62 | 2,023 | 32.24 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 137,927 | 7.41 | 74,951 | 17.85 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 14,090 | 0.79 | 7,657 | 10.59 | ||||
2025-07-08 | 13F | 战略倡导者有限责任公司 | 7,070 | 2.64 | 3,842 | 12.61 | ||||
2025-08-28 | NP | Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF | 923 | 502 | ||||||
2025-07-24 | 13F | JB资本有限责任公司 | 459 | 11.41 | 249 | 22.06 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 4,948 | 2.57 | 2,552 | -7.47 | ||||
2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 1,803 | 980 | ||||||
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 | 1,074 | 21.91 | 554 | 9.94 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 264,201 | 27.48 | 143,570 | 39.87 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | Put | 600 | 3 | |||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 833 | 82.28 | 453 | 100.00 | ||||
2025-08-11 | 13F | 联合顾问集团有限责任公司 | 2,687 | 10.99 | 1,460 | 21.77 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 2,352 | 3.25 | 1,278 | 13.30 | ||||
2025-07-31 | 13F | 卫报金融合作伙伴有限责任公司 | 1,480 | 0.61 | 804 | 10.44 | ||||
2025-07-16 | 13F | 五大洋顾问 | 442 | 0.68 | 240 | 10.60 | ||||
2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 4,995 | 49.42 | 2,857 | 92.19 | ||||
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 | 14 | 16.67 | 7 | 16.67 | ||||
2025-08-06 | 13F | 西蒙斯银行 | 15,711 | 2.62 | 8,538 | 12.60 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 10,174,384 | 2.67 | 5,528,862 | 12.65 | ||||
2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 18,373 | 44.60 | 9,984 | 58.68 | ||||
2025-07-25 | 13F | 康科德资产管理有限公司/VA | 3,517 | 20.73 | 1,911 | 34.48 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 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 | 7,591 | 25.66 | 3,915 | 13.35 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,173 | 0.36 | 44,654 | 10.11 | ||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 18,024 | 5.12 | 9,955 | 1.30 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 24,770 | 13,460 | ||||||
2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 823 | 4.44 | 447 | 14.62 | ||||
2025-07-16 | 13F | ORG 财富合伙人有限公司 | 15 | 50.00 | 8 | 100.00 | ||||
2025-08-07 | 13F | 野山羊财富顾问 | 1,406 | 764 | ||||||
2025-08-15 | 13F | 梅泰克全球投资有限责任公司 | 73,621 | 5.53 | 39,026 | 12.94 | ||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 6,814 | 14.04 | 3,585 | 21.53 | ||||
2025-07-31 | 13F | 新泽西州共同养老基金 D | 120,616 | 0.30 | 65,544 | 10.04 | ||||
2025-07-11 | 13F | Bouvel 投资合伙人有限责任公司 | 14,327 | 2.70 | 7,785 | 13.62 | ||||
2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 796 | 3.65 | 433 | 13.68 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 8,886 | 13.76 | 4,829 | 24.82 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 10,884 | 2.79 | 5,914 | 12.78 | ||||
2025-08-14 | 13F | 铁三角合伙人有限合伙人 | 60,000 | 100.00 | 32,605 | 119.44 | ||||
2025-06-26 | NP | ALGRX - Alger Focus I 类股票基金 | 58,880 | 30,370 | ||||||
2025-07-10 | 13F | Mogy Joel R 投资顾问公司 | 68,678 | 1.24 | 37,320 | 11.08 | ||||
2025-05-30 | NP | HSUAX - Rational Dynamic Brands 基金 A 类股票 | 1,500 | 743 | ||||||
2025-06-26 | NP | AWGIX - CIBC ATLAS ALL CAP GROWTH FUND 机构类别股票 | 25,419 | 1.40 | 13,111 | -8.54 | ||||
2025-07-28 | 13F | 布林莫尔信托公司 | 567,125 | 0.19 | 308,181 | 9.92 | ||||
2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 1,212 | 10.38 | 659 | 21.18 | ||||
2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 26,794 | 3.88 | 14,560 | 13.98 | ||||
2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 9,743 | 14.05 | 5,294 | 25.18 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 6,585 | 39.28 | 3,578 | 52.84 | ||||
2025-08-29 | NP | GGRW - Gabelli 成长创新者 ETF | 310 | 12.73 | 168 | 23.53 | ||||
2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 18,140 | 1.36 | 10,019 | -2.32 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 62,407 | 3.73 | 33,913 | 13.82 | ||||
2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 42,100 | 218.94 | 22,878 | 249.96 | |||
2025-07-30 | 13F | 施尼德资本管理有限公司 | 973 | 38.01 | 529 | 51.29 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 1,581 | 9.41 | 859 | 20.14 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 70,636 | 64.28 | 38,384 | 80.25 | ||||
2025-08-12 | 13F | 实谈资本有限责任公司 | 371 | 202 | ||||||
2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 2,632 | 1.46 | 1,430 | 11.37 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 46,167 | 3.31 | 25,088 | 13.36 | ||||
2025-04-11 | 13F | 第一平权金融网络 | 1,091 | 10.65 | 540 | 5.06 | ||||
2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 1,076 | 25.41 | 585 | 37.74 | ||||
2025-03-28 | NP | PTH - Invesco DWA 医疗保健动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,962 | 34.69 | 5,697 | 52.90 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 234 | 11.43 | 121 | 0.00 | ||||
2025-08-05 | 13F | 百年银行/AR/ | 1,994 | 6.29 | 1,084 | 16.58 | ||||
2025-08-12 | 13F | 博雷尔资本管理有限公司 | 477 | 259 | ||||||
2025-07-23 | 13F | 西区顾问有限责任公司 | 16 | 23.08 | 9 | 33.33 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 5 | 3 | ||||||
2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 1,079 | 9.77 | 586 | 20.58 | ||||
2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 1,000 | 0.20 | 543 | 9.92 | ||||
2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 4,908 | 0.37 | 2,532 | -9.48 | ||||
2025-08-14 | 13F | 富登基金管理有限公司 | 73,908 | 12,156.72 | 40,162 | 13,377.18 | ||||
2025-07-22 | 13F | Apexium 金融有限公司 | 504 | 6.78 | 274 | 17.17 | ||||
2025-08-13 | 13F | 资本国际有限公司/ca/ | 63,922 | 0.64 | 34,736 | 10.42 | ||||
2025-08-15 | 13F | 蓝边资本有限责任公司 | 1,455 | 791 | ||||||
2025-08-11 | 13F | 忠利投资管理有限公司 | 9,099 | 15.26 | 4,938 | 26.30 | ||||
2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 446 | 242 | ||||||
2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 12,622 | 2.19 | 6,510 | -7.83 | ||||
2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | Put | 1,793 | 9.73 | |||||
2025-08-29 | NP | ESGMX - Mirova 全球可持续股票基金 A 类 | 38,792 | 33.33 | 21,080 | 46.29 | ||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 1,582,280 | 25.09 | 859,827 | 37.24 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 1,611 | 36.18 | 875 | 49.57 | ||||
2025-07-14 | 13F | 清港资产管理有限责任公司 | 12,069 | 2.94 | 6,558 | 12.95 | ||||
2025-07-24 | 13F | 韦弗资本管理有限公司 | 2,636 | 0.30 | 1,432 | 10.07 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 17,787 | 35.26 | 9,666 | 48.42 | ||||
2025-08-13 | 13F | Algebris(英国)有限公司 | 2,291 | 44.36 | 1,243 | 70.84 | ||||
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 | 16,902 | 4,222.76 | 8,718 | 3,809.42 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 3,615 | 1.32 | 1,964 | 11.15 | ||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 80 | 43 | ||||||
2025-06-27 | NP | TEC - 港口转型技术 ETF | 147 | 76 | ||||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 159,500 | 112.95 | 86,674 | 133.65 | |||
2025-08-14 | 13F | 千禧管理有限公司 | 987,851 | 23.97 | 536,808 | 36.02 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 28,246 | 21.05 | 15,349 | 32.81 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 10,467 | 5,688 | ||||||
2025-06-26 | NP | FWWFX - 富达环球基金 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 | 34,000 | 88.89 | 17,537 | 70.38 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 164,200 | 43.03 | 89,228 | 56.94 | |||
2025-07-30 | 13F | 格林纳普街财富管理有限公司 | 563 | 1.08 | 306 | 10.51 | ||||
2025-08-05 | 13F | 查普曼投资管理有限责任公司 | 2,676 | 6.53 | 1,454 | 16.88 | ||||
2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 16,830 | 71.21 | 9,146 | 87.86 | ||||
2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 160,708 | 313.18 | 88,765 | 363.28 | ||||
2025-07-15 | 13F | 聚焦财富管理公司 | Call | 300 | 163 | |||||
2025-07-16 | 13F | 伊斯托弗投资顾问有限责任公司 | 13,163 | 204.77 | 7,153 | 234.36 | ||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 11,887 | 8.37 | 6,460 | 18.91 | ||||
2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 1,602 | 21.18 | 871 | 33.03 | ||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 815 | 27.15 | 443 | 39.43 | ||||
2025-08-07 | 13F | 艾伦投资管理有限公司 | 53,483 | 109.92 | 29,063 | 130.33 | ||||
2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 751 | 0.81 | 408 | 10.87 | ||||
2025-08-11 | 13F | 阿维索财富管理 | 589 | 0.86 | 320 | 10.73 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 4,503 | 5.95 | 2,447 | 16.25 | ||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 1,180 | 3.15 | 570 | 1.79 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 517,400 | 0.82 | 281,160 | 10.62 | |||
2025-08-25 | NP | LGHT-兰格全球健康科技 ETF | 1,076 | 50.91 | 585 | 65.44 | ||||
2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,744 | 375.40 | 5,542 | 328.87 | ||||
2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 76,239 | 1.77 | 39,324 | -8.21 | ||||
2025-08-13 | 13F | NZS 资本有限责任公司 | 68,306 | 8.99 | 37,118 | 19.58 | ||||
2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 22,544 | 49.40 | 12,251 | 63.92 | ||||
2025-08-13 | 13F | 顶点规划合作伙伴有限责任公司 | 917 | 2.34 | 498 | 12.42 | ||||
2025-08-04 | 13F | 现场和主要银行 | 3,284 | 0.83 | 1,785 | 10.60 | ||||
2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 1,084 | 2.55 | 589 | 15.94 | ||||
2025-08-11 | 13F | 尼古拉财富管理有限公司 | 26,600 | 20.91 | 14,455 | 32.67 | ||||
2025-07-18 | 13F | 维吉拉尔财富管理 | 1,174 | 53.26 | 638 | 68.07 | ||||
2025-08-21 | NP | CHCGX - 切萨皮克增长基金 | 730 | 82.50 | 351 | 70.39 | ||||
2025-08-14 | 13F | 富国银行/百万 | 1,060,480 | 3.64 | 576,275 | 13.71 | ||||
2025-08-14 | 13F | 富国银行/百万 | Put | 1,800 | 63.64 | 978 | 79.78 | |||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 930 | 2.31 | 505 | 12.22 | ||||
2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 1,093 | 2.92 | 594 | 12.95 | ||||
2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 3,638 | 376.18 | 2,009 | 359.73 | ||||
2025-08-05 | 13F | 机械资本公司 | 3,844 | 2,089 | ||||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 89,386 | 20.57 | 48,573 | 32.29 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 7,943 | 25.82 | 4,316 | 38.07 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | 9,334 | 5,072 | ||||||
2025-06-27 | NP | QQQE - Direxion NASDAQ-100(R) 等加权指数股票 | 24,074 | 0.02 | 12,417 | -9.79 | ||||
2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 3,844 | 0.08 | 2,089 | 9.78 | ||||
2025-07-24 | NP | FCGSX - 富达系列成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 203,873 | 6.70 | 112,607 | 2.83 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 1,855 | 11.88 | 1,008 | 22.78 | ||||
2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 411 | 0.24 | 223 | 9.85 | ||||
2025-07-18 | 13F | 自由资本管理公司 | 2,263 | 0.40 | 1,230 | 10.13 | ||||
2025-08-14 | 13F | 车床资本有限公司 | Call | 19,000 | 10,325 | |||||
2025-08-07 | 13F | 英杰华公司 | 265,265 | 6.65 | 144,148 | 17.02 | ||||
2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 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 | 85,784 | 0.70 | 47,382 | -2.96 | ||||
2025-07-28 | NP | ANEW - ProShares MSCI 转型变革 ETF | 299 | 1.36 | 165 | -2.37 | ||||
2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 10,427 | 11.91 | 6 | 25.00 | ||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 36 | 18 | ||||||
2025-08-12 | 13F | 托克维尔资产管理公司 | 25,286 | 1.59 | 13,741 | 11.46 | ||||
2025-07-25 | 13F | 赛普拉斯资本集团 | 1,443 | 784 | ||||||
2025-08-06 | 13F | 韦德布什证券公司 | 13,647 | 1.10 | 7 | 16.67 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 45,615 | 61.86 | 22,435 | 66.14 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 10,622 | 14.34 | 5,772 | 25.45 | ||||
2025-08-13 | 13F | 三井住友金融集团 | Put | 1,000 | 24 | |||||
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 | 11,664 | 0.96 | 6,338 | 10.78 | ||||
2025-08-05 | 13F | 科顿资本公司 | 414 | 225 | ||||||
2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 3,503 | 35.83 | 1,935 | 30.85 | ||||
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 | 1,102 | 6.99 | 609 | 3.05 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 94,451 | 8.31 | 48,718 | -2.31 | ||||
2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 4,945 | 16.22 | 2,551 | 4.81 | ||||
2025-08-22 | NP | 基石战略价值基金公司 | 10,900 | 28.24 | 5,923 | 40.72 | ||||
2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 1,021 | 564 | ||||||
2025-08-14 | 13F | 目的地财富管理 | 26,409 | 3,272.80 | 14,351 | 3,608.01 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 3 | 2 | ||||||
2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 16 | 9 | ||||||
2025-08-14 | 13F | 星云研究与开发有限责任公司 | 5,517 | 1,005.61 | 2,998 | 1,113.36 | ||||
2025-03-19 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 5,960 | 26.43 | 3,408 | 43.49 | ||||
2025-06-25 | NP | BKCG——纽约梅隆银行集中增长ETF | 8,768 | 4,523 | ||||||
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 | 26,775 | 3.15 | 14,789 | -0.60 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 556,570 | 5.65 | 302,446 | 15.92 | ||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 5,151 | 2,799 | ||||||
2025-08-12 | 13F | Ci投资公司 | 149,443 | 38.78 | 81 | 52.83 | ||||
2025-09-04 | 13F | 七桥金融集团有限责任公司 | 5,433 | 68.57 | 2,598 | 43.62 | ||||
2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 77 | 40 | ||||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 283,524 | 2.73 | 154,070 | 12.72 | ||||
2025-06-27 | NP | HTEC - ROBO Global(R) 医疗保健技术与创新 ETF | 1,753 | 3.61 | 904 | -6.51 | ||||
2025-07-22 | 13F | PUREfi 财富有限责任公司 | 498 | 7.79 | 271 | 18.42 | ||||
2025-06-26 | NP | LHCAX - 阿贝特勋爵医疗保健基金 A 级 | 711 | 2.01 | 367 | -8.04 | ||||
2025-08-12 | 13F | 智慧基金有限合伙人 | 4,000 | 11.11 | 2,174 | 21.94 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类 | 46,365 | 14.26 | 25,195 | 25.37 | ||||
2025-08-13 | 13F | 蓝鳍资本公司 | 5,347 | 234.82 | 2,906 | 248.74 | ||||
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 | 7,928 | 6.06 | 4,308 | 16.37 | ||||
2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 705 | 9.30 | 383 | 20.06 | ||||
2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 760 | 107.65 | 392 | 87.56 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 2,640 | 10.97 | 1,435 | 21.73 | ||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,601 | 4.78 | 870 | 14.95 | ||||
2025-08-14 | 13F | 全新世顾问有限合伙人 | 25,401 | 13,803 | ||||||
2025-06-27 | NP | ROBO - ROBO Global(R) 机器人与自动化指数 ETF | 35,764 | 2.98 | 18,447 | -7.12 | ||||
2025-07-24 | 13F | 利奥财富有限责任公司 | 385 | 209 | ||||||
2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 45,129 | 30.53 | 24,523 | 43.22 | ||||
2025-08-13 | 13F | 吉布斯财富管理 | 660 | 359 | ||||||
2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 717 | 13.99 | 390 | 25.08 | ||||
2025-08-07 | 13F | 特雷诺资本管理公司 | 55,150 | 14.72 | 29,670 | 24.62 | ||||
2025-08-15 | 13F/A | 乐天证券公司 | 318 | 0.32 | 173 | 9.55 | ||||
2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 212 | 11.58 | 117 | 8.33 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 107,582 | 1,163.74 | 49,803 | 1,175.99 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 184,883 | 18.27 | 100,467 | 29.76 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德资本增值投资组合 A 级 | 64,123 | 1.14 | 34,845 | 10.97 | ||||
2025-08-08 | 13F | 道明资本管理有限公司 | 100 | 66.67 | 54 | 86.21 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 1,400 | 27.27 | 693 | 20.73 | |||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 1,900 | 72.73 | 941 | 63.94 | |||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 1,816 | 16.86 | 987 | 28.22 | ||||
2025-07-14 | 13F | 健康投资合作伙伴公司 | 18,559 | 20.94 | 10,085 | 32.71 | ||||
2025-08-07 | 13F | 比斯富尔默投资管理公司 | 1,890 | 8.00 | 1,027 | 18.59 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 32,349 | 22.70 | 18 | 30.77 | ||||
2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 24,693 | 15.45 | 13,418 | 26.67 | ||||
2025-08-14 | 13F | 高盛集团公司 | Call | 32,100 | 18.89 | 17,443 | 30.44 | |||
2025-07-15 | 13F | 克拉鲁斯集团公司 | 919 | 3.37 | 499 | 13.41 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 2,528 | 0.76 | 1,374 | 10.63 | ||||
2025-07-23 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 2,215 | 33.84 | 1,223 | 29.01 | ||||
2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 2,476 | 44.04 | 1,345 | 58.05 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 8,556 | 4.48 | 4,649 | 14.65 | ||||
2025-07-11 | 13F | 比特币资本管理公司 | 2,734 | 25.41 | 1,486 | 37.63 | ||||
2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 958 | 97.93 | 521 | 117.57 | ||||
2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 2,770 | 7.70 | 1,505 | 18.22 | ||||
2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 212,973 | 2.37 | 115,732 | 12.33 | ||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 1,605 | 5.66 | 796 | 1.79 | ||||
2025-08-14 | 13F | 七英里咨询 | 719 | 3.45 | 391 | 13.37 | ||||
2025-08-20 | NP | RGLO——全球股票主动型ETF | 924 | 502 | ||||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 13,503 | 3.59 | 7,338 | 13.66 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 163,086 | 20.90 | 88,623 | 32.65 | ||||
2025-08-08 | 13F | Lgt 资本合伙有限公司 | 56,279 | 30,583 | ||||||
2025-07-24 | 13F | 美国合众银行\de\ | 90,791 | 39.97 | 49,337 | 53.58 | ||||
2025-07-18 | 13F | 综合投资组合审查公司 | 603 | 43.57 | 328 | 57.21 | ||||
2025-08-05 | 13F | 亨廷顿国家银行 | 299,989 | 1.29 | 163,017 | 11.13 | ||||
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 | 34,939 | 2.45 | 18,986 | 12.40 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 31,156 | 3.08 | 16,930 | 13.10 | ||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 62 | 82.35 | 34 | 106.25 | ||||
2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 1,397 | 207.03 | 759 | 237.33 | ||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 1,613 | 0.50 | 877 | 10.33 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,156 | 11.80 | 639 | 7.77 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 6,432 | 3,495 | ||||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 168 | 330.77 | 91 | 378.95 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 13,459 | 37.03 | 7,314 | 50.35 | ||||
2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 1,885 | 3.51 | 1,041 | -0.19 | ||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 151 | 104.05 | 82 | 127.78 | ||||
2025-08-13 | 13F | 温斯洛资本管理有限公司 | 1,342,473 | 20.19 | 729,513 | 31.88 | ||||
2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 194,274 | 4.03 | 105,570 | 14.14 | ||||
2025-07-22 | 13F | 资本顾问公司/ok | 122,693 | 0.50 | 66,672 | 10.27 | ||||
2025-07-14 | 13F | 农商投资公司 | 269 | 3.86 | 146 | 14.06 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 25,400 | 35.11 | 13,803 | 48.23 | |||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 35,400 | 28.73 | 19,237 | 41.24 | |||
2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 7,302 | 142.11 | 3,968 | 165.71 | ||||
2025-07-22 | 13F | 达文波特有限公司 | 114,577 | 0.75 | 62,014 | 10.27 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | 55,367 | 228.65 | 30,087 | 260.61 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 2,578 | 6.48 | 1,401 | 16.76 | ||||
2025-08-13 | 13F | Peloton 财富策略师 | 995 | 1 | ||||||
2025-08-06 | 13F | 第一地平线顾问公司 | 6,816 | 2.96 | 3,704 | 13.00 | ||||
2025-08-05 | 13F | Triglav 基金有限公司 | 8,020 | 1.26 | 4,358 | 11.12 | ||||
2025-08-12 | 13F | 阿彻投资公司 | 14 | 1,300.00 | 7 | |||||
2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 4,873 | 31.60 | 2,648 | 44.46 | ||||
2025-07-17 | 13F | 史密斯·萨利事务所 | 4,862 | 10.05 | 2,642 | 20.75 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 38,735 | 19,980 | ||||||
2025-06-26 | NP | AAICX - Alger 人工智能推动者与采用者基金 C 类 | 203 | 198.53 | 105 | 173.68 | ||||
2025-06-26 | NP | NWCAX - Nuveen Winslow 大盘成长基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,925 | 41.42 | 21,625 | 27.55 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 6,734 | 244.98 | 3,659 | 278.78 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 3,537 | 9.17 | 1,922 | 19.83 | ||||
2025-07-31 | 13F | DDD 合作伙伴有限责任公司 | 650 | 1.25 | 353 | 11.36 | ||||
2025-08-11 | 13F | 真正的私人财富顾问 | 748 | 2.05 | 406 | 12.15 | ||||
2025-06-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 49,669 | 25,619 | ||||||
2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 486 | 3.85 | 264 | 14.29 | ||||
2025-08-13 | 13F | 胜利资本管理公司 | 1,373,827 | 219.14 | 746,004 | 249.90 | ||||
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 | 7,305 | 0.05 | 3,970 | 9.79 | ||||
2025-07-16 | 13F | Pictet & Cie(欧洲)SA | 189,805 | 0.57 | 103,142 | 10.35 | ||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 55,775 | 21.84 | 30,309 | 33.68 | ||||
2025-08-14 | 13F | 三尾财富管理有限公司 | 517 | 243 | ||||||
2025-08-12 | 13F | 艾根投资管理有限公司 | 1,719 | 137.10 | 934 | 160.17 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 61 | 15.09 | 33 | 26.92 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 25,097 | 126.83 | 13,638 | 148.90 | ||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 136 | 3.03 | 74 | 12.31 | ||||
2025-08-05 | 13F | 特雷杰·AP-丰登 | 99,222 | 11.95 | 53,918 | 22.83 | ||||
2025-08-18 | 13F | 第二线资本有限责任公司 | 520 | 21.78 | 283 | 33.65 | ||||
2025-08-06 | 13F | 森吉咨询小组 | 5,528 | 0.02 | 3,053 | 14.43 | ||||
2025-07-14 | 13F | Fonder AB 取得进展 | 38,019 | 3.06 | 20,660 | 10.45 | ||||
2025-08-05 | 13F | 访问投资管理有限责任公司 | 26 | 14 | ||||||
2025-08-12 | 13F | 北极星资产管理公司 | 22,379 | 2.04 | 12,161 | 11.96 | ||||
2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 271 | 129.66 | 140 | 107.46 | ||||
2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 743 | 8.78 | 404 | 19.23 | ||||
2025-08-14 | 13F | 人类投资有限责任公司 | 1,076 | 25.41 | 585 | 37.74 | ||||
2025-08-19 | 13F | 国家资产管理公司 | 6,346 | 94.36 | 3,449 | 102.35 | ||||
2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 44,330 | 173.37 | 24,089 | 199.95 | ||||
2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 1,387 | 44.18 | 754 | 58.19 | ||||
2025-08-28 | NP | ALAI - Alger 人工智能推动者和采用者 ETF | 633 | 30.52 | 344 | 42.92 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,042 | 7.53 | 537 | -3.07 | ||||
2025-08-14 | 13F | 运营顾问有限责任公司 | 1 | 0 | ||||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 618,049 | 5.59 | 335,815 | 6.87 | ||||
2025-08-14 | 13F | 科学技术合作伙伴有限合伙公司 | 13,600 | 18.26 | 7,390 | 29.76 | ||||
2025-08-07 | 13F | 源源AM有限责任公司 | 1,088 | 0.37 | 591 | 10.26 | ||||
2025-08-25 | NP | SNIGX - Sit 大盘成长基金公司 | 5,400 | 42.11 | 2,934 | 55.90 | ||||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 4,510 | 3.92 | 2,451 | 14.01 | ||||
2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 794 | 0.89 | 431 | 10.80 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 127,962 | 3.90 | 69,536 | 14.00 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -1,046 | 27.10 | -568 | 39.56 | |||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | Put | 100 | 2 | |||||
2025-08-14 | 13F | CSS 有限公司/il | Put | 500 | 272 | |||||
2025-07-18 | 13F | Generali Investments CEE,一家投资公司, | 1,516 | 82.87 | 824 | 100.73 | ||||
2025-08-12 | 13F | 摩根大通公司 | Call | 32,900 | 558.00 | 17,878 | 622.05 | |||
2025-07-28 | NP | FDG - 美国世纪聚焦动态增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,733 | 1.13 | 7,033 | -2.55 | ||||
2025-08-12 | 13F | 摩根大通公司 | Put | 64,700 | 101.56 | 35,159 | 121.15 | |||
2025-07-31 | 13F | Tandem 投资顾问公司 | 8,823 | 0.97 | 5 | 0.00 | ||||
2025-07-22 | 13F | Gsa资本合伙公司 | 1,008 | 1 | ||||||
2025-07-31 | 13F | 一号资产管理有限公司 | 193,600 | 0.83 | 105,204 | 10.64 | ||||
2025-06-27 | NP | TWCGX - 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 | 232,630 | 11.50 | 119,991 | 0.56 | ||||
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 | 127,332 | 20.43 | 69,193 | 32.14 | ||||
2025-07-17 | 13F | 圣约资产管理有限责任公司 | 11,010 | 0.74 | 5,983 | 10.53 | ||||
2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 2,647 | 5.96 | 1,462 | 2.17 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 553,887 | 10.98 | 300,984 | 21.76 | ||||
2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 5,363 | 59.38 | 2,766 | 43.76 | ||||
2025-07-25 | 13F | 全面清晰财富管理公司 | 1,079 | 43.68 | 586 | 49.87 | ||||
2025-08-13 | 13F | 加贝利基金有限责任公司 | 65,725 | 0.05 | 35,716 | 9.78 | ||||
2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - 未来基金多/空 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | NP | DTEC - 阿尔卑斯颠覆性技术 ETF | 1,659 | 0.30 | 916 | -3.27 | ||||
2025-07-22 | 13F | 中吴投资集团有限公司 | 500 | 272 | ||||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 56,388 | 30,642 | ||||||
2025-06-27 | NP | EQWL - Invesco S&P 100 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 | 23,730 | 12,240 | ||||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 229,842 | 7.42 | 124,898 | 18.53 | ||||
2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 1,441 | 1.19 | 783 | 11.06 | ||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 1,550,270 | 10.11 | 842,432 | 20.81 | ||||
2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 1,319 | 29.44 | 717 | 42.06 | ||||
2025-08-13 | 13F | 洛克波特财富有限责任公司 | 56,742 | 0.77 | 30,834 | 10.56 | ||||
2025-08-13 | 13F | 安全港信托有限责任公司 | 617 | 2.83 | 335 | 12.79 | ||||
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 | 494,998 | 12.41 | 268,987 | 23.33 | ||||
2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 22,611 | 1.30 | 12,287 | 11.15 | ||||
2025-07-22 | 13F | LGT基金管理有限公司 | 3,063 | 98.90 | 1,664 | 118.37 | ||||
2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,526 | 19.14 | 2,500 | 14.79 | ||||
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 | 18,508 | 0.18 | 9,546 | -9.65 | ||||
2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 9,073 | 3.41 | 4,930 | 13.46 | ||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛机构战略增长基金 | 8,960 | 7.02 | 4,869 | 17.41 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 193 | 15.57 | 105 | 26.83 | ||||
2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 2,021 | 13.16 | 1,098 | 24.21 | ||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 307 | 167 | ||||||
2025-06-27 | NP | IGPT - 景顺动态软件 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 | 51,309 | 0.32 | 26,465 | -9.52 | ||||
2025-08-13 | 13F | 黑钻财富管理公司 | 578 | 12.67 | 311 | 12.73 | ||||
2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 5,111 | 13.20 | 2,777 | 24.19 | ||||
2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 932 | 7.50 | 506 | 17.95 | ||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 351 | 72.06 | 191 | 88.12 | ||||
2025-08-01 | 13F | 第一指挥咨询服务公司 | 77 | 3,750.00 | 42 | |||||
2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 2,929 | 92.44 | 1,592 | 111.29 | ||||
2025-08-26 | 13F | Claris Financial LLC | 1,156 | 3.12 | 628 | 7.35 | ||||
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 | 196 | 988.89 | 101 | 1,022.22 | ||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 84,165 | 1.13 | 43,412 | -8.79 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 7 | 75.00 | 4 | 200.00 | ||||
2025-08-06 | 13F | 雷斯顿财富管理有限公司 | 461 | 8.22 | 251 | 19.05 | ||||
2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 601,945 | 6.95 | 327,103 | 17.34 | ||||
2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 2,032 | 99.22 | 1,122 | 92.12 | ||||
2025-08-14 | 13F | 蓝云杉投资有限公司 | 1,073 | 583 | ||||||
2025-08-29 | 13F | 半人马座金融公司 | 1,811 | 0.61 | 1 | |||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 9,720 | 15.62 | 5,282 | 26.86 | ||||
2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 587 | 44.23 | 319 | 58.21 | ||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 21,906 | 12.17 | 11,927 | 23.31 | ||||
2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,346,983 | 0.73 | 2,362,194 | 10.52 | ||||
2025-07-16 | 13F | 布朗,莱尔/卡明斯公司 | 2,564 | 5.78 | 1,393 | 16.08 | ||||
2025-08-13 | 13F | 哈夫斯特联合公司 | 3,019 | 122.64 | 1,641 | 144.41 | ||||
2025-08-14 | 13F | 南山人寿保险股份有限公司 | 146,054 | 138.56 | 79,367 | 161.76 | ||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 3,374 | 4.20 | 1,833 | 14.35 | ||||
2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 8 | 14.29 | 4 | 33.33 | ||||
2025-07-11 | 13F | 布西财富管理 | 390 | 212 | ||||||
2025-08-11 | 13F | 平台技术合作伙伴 | 806 | 11.02 | 438 | 21.73 | ||||
2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 14,854 | 37.00 | 8,072 | 50.33 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 4,546 | 84.35 | 2,470 | 102.29 | ||||
2025-08-25 | NP | SIBAX - 坐平衡基金 | 990 | 27.74 | 538 | 40.21 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,582 | 14.89 | 784 | 9.05 | ||||
2025-08-14 | 13F | Avidity 合作伙伴管理有限合伙人 | 27,100 | 14,726 | ||||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 3,562 | 11.56 | 1,759 | 11.26 | ||||
2025-07-21 | 13F | DHJJ财务顾问有限公司 | 7 | 250.00 | 4 | |||||
2025-07-01 | 13F | 私人客户服务有限公司 | 432 | 235 | ||||||
2025-06-26 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 113,862 | 20.17 | 58,730 | 8.39 | ||||
2025-06-26 | NP | CNECX - 阿尔及尔集中股票基金 C 类 | 290 | 33.64 | 150 | 20.16 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Call | 23,600 | 5.36 | 12,787 | 15.25 | |||
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 | 23,526 | 24.77 | 12,135 | 12.53 | ||||
2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,693 | 9.09 | 920 | 19.79 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 1,442 | 10.75 | 760 | 18.01 | ||||
2025-06-26 | NP | OWACX - 老韦斯特伯里全资本核心基金 | 50,087 | 25,835 | ||||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -11,750 | -62.89 | -6,385 | -59.28 | |||
2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 456 | 5.07 | 248 | 15.42 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 11,793 | 26.43 | 6,408 | 38.73 | ||||
2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 877 | 12.15 | 477 | 23.00 | ||||
2025-08-15 | 13F/A | 交响金融有限公司 | 11,461 | 464.58 | 1,892 | 98.63 | ||||
2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 131 | 367.86 | 0 | |||||
2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 114 | 90.00 | 62 | 110.34 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 145,934 | 77.96 | 79,302 | 95.26 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 4,312 | 7.24 | 2,382 | 3.34 | ||||
2025-08-22 | NP | 基石总回报基金公司 | 8,200 | 41.38 | 4,456 | 55.12 | ||||
2025-08-07 | 13F | 中央信托公司 | 2,828 | 5.09 | 1,537 | 15.32 | ||||
2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 35,598 | 1.32 | 19,344 | 11.17 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 13 | 7 | ||||||
2025-08-14 | 13F | ISAM 基金(英国)有限公司 | 539 | 293 | ||||||
2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 2,994 | 1.25 | 1,627 | 11.07 | ||||
2025-07-18 | 13F | 信托金融公司 | 260,572 | 1.67 | 141,597 | 11.55 | ||||
2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 220 | 122 | ||||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 76 | 15.15 | 41 | 28.13 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 纳斯达克 100 指数投资组合副总裁 | 11,741 | 0.57 | 6,380 | 10.36 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 16,718 | 18.70 | 9,085 | 30.24 | ||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 2,251 | 419.86 | 1,223 | 471.50 | ||||
2025-07-29 | NP | VWUSX - 先锋美国成长基金投资者股票 | 563,840 | 53.80 | 311,431 | 48.22 | ||||
2025-07-30 | 13F | 昌盛金融集团有限公司 | 1,244 | 3.32 | 676 | 13.42 | ||||
2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 327 | 554.00 | 178 | 637.50 | ||||
2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 2,018 | 13.63 | 1,097 | 24.80 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 50,653 | 530.72 | 27,525 | 592.10 | ||||
2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 42,601 | 8.40 | 23 | 21.05 | ||||
2025-08-07 | 13F | 道尔顿投资有限责任公司 | 4,100 | 70.83 | 2,228 | 87.46 | ||||
2025-08-15 | 13F | 摩根士丹利 | 6,104,299 | 2.94 | 3,317,138 | 12.94 | ||||
2025-07-25 | 13F | 第1858章 | 3,614 | 2.79 | 1,964 | 12.75 | ||||
2025-07-17 | 13F | 斯巴达计划与财富管理 | 384 | 209 | ||||||
2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 5,206 | 5.15 | 2,829 | 15.33 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 2,062 | 0.05 | 1,120 | 9.80 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 380 | 210 | ||||||
2025-07-22 | 13F | DB Root 有限公司 | 1,019 | 20.31 | 554 | 31.98 | ||||
2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 20,729 | 5.12 | 11,264 | 15.34 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 33,737 | 38.47 | 18,333 | 51.94 | ||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -42 | 27.27 | -23 | 37.50 | |||
2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,651 | 5.08 | 15,825 | 1.27 | ||||
2025-08-11 | 13F | 先锋集团公司 | 33,335,833 | 2.05 | 18,115,025 | 11.97 | ||||
2025-08-13 | 13F | 挪威银行 | 4,728,033 | 2,569,260 | ||||||
2025-08-12 | 13F | 美国APG资产管理公司 | 7,448 | 1.43 | 4,007 | 9.93 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 230,897 | 5.23 | 119,097 | -5.09 | ||||
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 | 182,117 | 1.43 | 98,964 | 11.29 | ||||
2025-08-14 | 13F | Occudo 定量策略 Lp | 6,392 | 3,473 | ||||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | Call | 100 | 27 | |||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 506,361 | 3.12 | 275,161 | 13.14 | ||||
2025-07-21 | 13F | 铂金投资管理有限公司 | 389 | 211 | ||||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | Put | 400 | 176 | |||||
2025-07-31 | 13F | 奥本海默公司 | 21,947 | 8.52 | 11,926 | 19.08 | ||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 200 | 100.00 | 109 | 120.41 | |||
2025-08-12 | 13F | DnB 资产管理公司 | 199,007 | 69.15 | 108,142 | 85.59 | ||||
2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 8,998 | 11.55 | 4,890 | 22.41 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 8,219 | 4.12 | 4,466 | 14.25 | ||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 1,088 | 40.57 | 591 | 54.31 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 411,400 | 4.83 | 223,559 | 15.02 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 2,821 | 67.12 | 1,533 | 83.25 | ||||
2025-07-09 | 13F | 太阳点有限责任公司 | 463 | 4.04 | 252 | 14.09 | ||||
2025-07-10 | 13F | 安德鲁希尔投资顾问公司 | 7,688 | 61.48 | 4,178 | 77.18 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 13,110 | 4.72 | 7,124 | 14.90 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 47,112 | 17.90 | 25,149 | 27.96 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 555 | 288.11 | 302 | 330.00 | ||||
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 | 19 | 10 | ||||||
2025-08-12 | 13F | 顾问资产管理公司 | 23,915 | 11.16 | 12,996 | 21.96 | ||||
2025-08-26 | NP | JPEF - 摩根大通股票焦点 ETF | 41,718 | 12.70 | 22,670 | 23.65 | ||||
2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 2,827 | 3.63 | 1,536 | 13.69 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 17,900 | 18.54 | 9,727 | 30.07 | |||
2025-08-13 | 13F | 施罗德投资管理集团 | 426,485 | 1.59 | 231,756 | 11.47 | ||||
2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 1,972 | 6.83 | 1,072 | 17.18 | ||||
2025-07-31 | 13F | 德雷珀资产管理有限责任公司 | 2,865 | 41.34 | 1,529 | 52.44 | ||||
2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 379 | 206 | ||||||
2025-08-14 | 13F | 德肖公司 | Call | 36,500 | 77.18 | 19,834 | 94.41 | |||
2025-08-06 | 13F | 延龄草资产管理有限公司 | 23,590 | 4,212.61 | 12,821 | 4,630.63 | ||||
2025-08-08 | 13F | BIT 资本有限公司 | 750 | 127.96 | 408 | 151.23 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 144 | 7.46 | 78 | 18.18 | ||||
2025-08-14 | 13F | 德肖公司 | 630,808 | 14.85 | 342,787 | 26.01 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 175,207 | 13.83 | 95,209 | 24.90 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 30,971 | 0.98 | 16,830 | 10.79 | ||||
2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 14,179 | 14.89 | 7,832 | 10.72 | ||||
2025-08-12 | 13F | 荷兰银行 | 36,472 | 1.43 | 19,943 | 12.11 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 大型成长股票基金 | 11,360 | 0.45 | 6,173 | 10.21 | ||||
2025-08-14 | 13F | 联信银行 | 97,426 | 2.78 | 52,942 | 12.77 | ||||
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 | 204,322 | 0.46 | 112,855 | -3.19 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 76,737 | 0.41 | 42,385 | -3.24 | ||||
2025-07-17 | 13F | 朱红财富管理有限公司 | 143 | 232.56 | 78 | 266.67 | ||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 304 | 55.10 | 165 | 65.00 | ||||
2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 36,424 | 2.45 | 19,793 | 12.41 | ||||
2025-08-12 | 13F | 17 资本合伙公司 | 2,041 | 7.93 | 1,109 | 18.48 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 63,126 | 45.11 | 34,304 | 59.21 | ||||
2025-04-01 | NP | HYLG - Global X 医疗保健备兑看涨期权和成长 ETF | 110 | 26.44 | 63 | 44.19 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 883 | 148.03 | 488 | 138.73 | ||||
2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 172,950 | 5.47 | 93,983 | 15.73 | ||||
2025-07-25 | NP | MFSG-MFS主动增长ETF | 1,634 | 136.81 | 903 | 128.35 | ||||
2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 33,311 | 633.88 | 18,102 | 705.20 | ||||
2025-08-05 | 13F | JW Coons 顾问有限公司 | 1,542 | 3.01 | 838 | 12.96 | ||||
2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 1,795 | 4.60 | 975 | 14.84 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 6,272 | 0.74 | 3,408 | 10.54 | ||||
2025-08-27 | 13F | Tribridge Partners Financial LLC | 384 | 0 | ||||||
2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 1,053 | 125.48 | 522 | 114.40 | ||||
2025-07-18 | 13F | NRI 财富管理 LC | 5,231 | 2,843 | ||||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 3,953 | 8.30 | 2,148 | 18.87 | ||||
2025-07-16 | 13F | 注册财务顾问有限责任公司 | 521 | 27.38 | 283 | 40.10 | ||||
2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 349 | 1.45 | 190 | 11.18 | ||||
2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 130,763 | 10.99 | 72,226 | 6.96 | ||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 13 | 7 | ||||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 2,424,936 | 1.65 | 1,317,734 | 11.54 | ||||
2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 15 | 1,400.00 | 8 | 14.29 | ||||
2025-08-05 | 13F | 整体金融合作伙伴 | 565 | 1.44 | 307 | 11.64 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 15,112 | 8.66 | 8,212 | 19.24 | ||||
2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 827 | 449 | ||||||
2025-07-30 | 13F | 克林曼联合有限责任公司 | 1,093 | 30.27 | 594 | 42.89 | ||||
2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 2,489 | 2.51 | 1,353 | 12.48 | ||||
2025-07-30 | NP | EQTIX - 谢尔顿核心价值基金直接股票 | 18,800 | 5.03 | 10,384 | 1.21 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 34,281 | 61.63 | 18,629 | 77.34 | ||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 8,319 | 54.40 | 4,521 | 69.45 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 298 | 142 | ||||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 62,834 | 2.13 | 32,410 | -7.88 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 2,303 | 4.68 | 1,251 | 14.88 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 11,017 | 23.95 | 5,987 | 36.01 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 1,084,500 | 7.95 | 589,328 | 18.45 | ||||
2025-08-15 | 13F | 蓝筹合伙人公司 | 437 | 237 | ||||||
2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 62,557 | 1.54 | 33,994 | 11.41 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 15,127 | 2.21 | 7,803 | -7.81 | ||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 9,791 | 44.79 | 5,321 | 58.85 |