机构和基金投资人持股 - 买家
在莱纳公司中开设新头寸的主要持有者包括 德克萨斯州金斯顿资本合伙有限公司, VYM - Vanguard 高股息收益率指数基金 ETF 股票, 肯彭资本管理公司, 弗里斯通格罗夫合伙公司, Capitolis Liquid 全球市场有限责任公司, Glenmede投资管理有限公司, 水手投资集团有限公司, 帕尔默·奈特公司, CHTTX - AMG 管理公司 Fairpointe 中型基金 N 类股票, 坎贝尔资本管理公司, 可变保险产品基金 - 价值投资组合初始类别, 艾睿资本有限公司, Prentice 资本管理公司, 索纳资产管理(美国)有限公司, 乐天投资管理公司, Jnl 系列信托 - Jnl 多管理人中盘基金 (a), TPHD - 蒂莫西计划高股息股票 ETF, 瑞穗证券美国有限公司, JAKWX - 约翰汉考克纪律价值全球多空基金类别资产净值, 和 FUNL - CornerCap Fundametrics 大盘 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。
升级以解锁高级数据。
文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 126 | 1.61 | 14 | -7.14 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 285,100 | 20.40 | 31,535 | 16.02 | |||
2025-03-26 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 1,282 | 26.93 | 168 | -2.33 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 530,700 | 1.80 | 58,701 | -1.90 | |||
2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,601 | 5.00 | 1,803 | -13.11 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 7,210 | 168.63 | 797 | 158.77 | ||||
2025-03-28 | NP | VLLU-Harbor AlphaEdge 大盘价值 ETF | 76 | 24.59 | 10 | -10.00 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 6,198 | 11.49 | 657 | -1.20 | ||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 207,580 | 66.21 | 22,545 | 37.55 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 4,632 | 59.07 | 511 | 54.08 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 7,089 | 0.90 | 784 | -2.73 | ||||
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 | 15 | 36.36 | 2 | 0.00 | ||||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 88 | 41.94 | 10 | 28.57 | ||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 152 | 4.83 | 16 | -5.88 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 6,430 | 14.60 | 711 | 10.40 | ||||
2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 94,600 | 102.87 | 10,275 | 95.32 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 410,731 | 5.10 | 45,431 | 1.28 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 2,364 | 13.87 | 262 | 9.66 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 9,060 | 1,002 | ||||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 95 | 50.79 | 10 | 42.86 | ||||
2025-08-05 | 13F | X-Square 资本有限责任公司 | 16,991 | 1.05 | 2 | 0.00 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 343,079 | 171.44 | 37,948 | 161.58 | ||||
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 | 2,837 | 24.81 | 301 | 10.70 | ||||
2025-06-26 | NP | FAVFX - 富达顾问价值基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,160 | 55.78 | 995 | 28.92 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 2,046 | 226 | ||||||
2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 5,163 | 571 | ||||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 902 | 24.24 | 98 | 2.11 | ||||
2025-07-30 | NP | CCMG-CCM全球股票ETF | 24,684 | 17.08 | 2,618 | 3.81 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 2,845 | 2.93 | 315 | -0.95 | ||||
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 | 34,867 | 235.87 | 3,787 | 177.97 | ||||
2025-04-28 | NP | SSHFX - Sound Shore Fund, Inc. 投资者类别 | 145,575 | 15.60 | 16,709 | -2.70 | ||||
2025-08-14 | 13F | 富国银行/百万 | 1,165,480 | 6.13 | 128,914 | 2.28 | ||||
2025-07-16 | 13F | 长荣私人财富有限责任公司 | 38 | 4 | ||||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 1 | ||||||
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 | 703 | 17.95 | 76 | -2.56 | ||||
2025-08-14 | 13F | 赫尔利资本有限责任公司 | 6,855 | 758 | ||||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 573 | 190.86 | 63 | 186.36 | ||||
2025-07-25 | 13F | 北美社区银行 | 9,769 | 35.06 | 1,081 | 30.12 | ||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 7,166 | 39.72 | 793 | 34.69 | ||||
2025-07-18 | 13F | 信托金融公司 | 214,314 | 135.60 | 23,705 | 127.04 | ||||
2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 2,313 | 1.94 | 256 | -1.92 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 72 | 242.86 | 8 | 250.00 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 12 | 1 | ||||||
2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 5,088,049 | 7.34 | 562,789 | 3.44 | ||||
2025-08-18 | 13F | 雷克斯福德资本公司 | 329 | 36 | ||||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 14,765 | 1,633 | ||||||
2025-08-12 | 13F | 美国世纪公司 | 270,822 | 26.88 | 29,956 | 22.28 | ||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 2,643 | 292 | ||||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 161,903 | 76.56 | 17,908 | 70.15 | ||||
2025-07-29 | NP | JHGEX - 全球股票基金A类 | 57,851 | 13.46 | 6,137 | 0.61 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 4,655 | 67.09 | 515 | 61.13 | ||||
2025-07-28 | NP | SPVU - Invesco S&P 500 增强价值 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 | 5,970 | 12.85 | 633 | 0.16 | ||||
2025-05-23 | NP | SURE - AdvisorShares DoubleLine 价值股票 ETF | 3,900 | 448 | ||||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 281 | 6.84 | 31 | 3.33 | ||||
2025-06-25 | NP | EGOAX - 富国银行大盘核心基金 A 类 | 48,721 | 0.82 | 5,292 | -16.56 | ||||
2025-08-14 | 13F | 索纳资产管理(美国)有限公司 | 23,000 | 2,544 | ||||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 2,422 | 268 | ||||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 1,887 | 209 | ||||||
2025-07-29 | 13F | Clearview 财富顾问有限责任公司 | 3,127 | 346 | ||||||
2025-08-12 | 13F | 瑞士国家银行 | 702,872 | 4.35 | 77,745 | 0.56 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,693,185 | 4.47 | 187,283 | 0.68 | ||||
2025-08-01 | 13F | ACR Alpine 资本研究有限责任公司 | 2,955,813 | 10.29 | 326,942 | 6.29 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 6,758 | 2.38 | 803 | 12.48 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 50 | 6 | ||||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 193 | 83.81 | 21 | 75.00 | ||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 104,654 | 11.79 | 11,366 | -7.49 | ||||
2025-03-31 | NP | FLRG - 富达美国多因素 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,512 | 11.54 | 1,248 | -14.05 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 34,691 | 4.48 | 3,837 | 0.68 | ||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 14 | 2 | ||||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 2,036 | 25.06 | 225 | 20.97 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 10,074 | 0.04 | 1,094 | -17.18 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 6,347 | 3.47 | 702 | -0.28 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 5,992,469 | 0.61 | 660,561 | -3.15 | ||||
2025-08-13 | 13F | 河路资产管理有限责任公司 | 443,477 | 86.14 | 49,749 | 81.93 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 3,364,610 | 2.71 | 372,163 | -1.02 | ||||
2025-07-30 | 13F | 德纳利顾问有限公司 | 2,711 | 300 | ||||||
2025-05-29 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 6,724 | 23.04 | 772 | 3.49 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 11,164 | 150.65 | 1,230 | 138.37 | ||||
2025-08-19 | 13F | 坎贝尔资本管理公司 | 39,985 | 4,423 | ||||||
2025-08-14 | 13F | Argosy-Lionbridge Management, LLC | 127,670 | 430.85 | 14,122 | 411.63 | ||||
2025-06-18 | NP | REYX - Y 类股票收益基金 | 3,565 | 22.55 | 387 | 1.57 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -30,457 | 44.18 | -3,369 | 38.94 | |||
2025-04-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,679 | 20.98 | 440 | -16.98 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 221,277 | 5.99 | 24,367 | 1.69 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 47,914 | 7.83 | 5,300 | 3.90 | ||||
2025-07-29 | 13F | 统一顾问有限责任公司 | 37,343 | 0.47 | 4,131 | -3.19 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 49,604 | 110.56 | 5,578 | 106.06 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 2,367 | 6.72 | 262 | 2.76 | ||||
2025-08-12 | 13F | 改变路径有限责任公司 | 4,659 | 1.11 | 515 | -2.46 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 359 | 281.91 | 40 | 290.00 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 1,268 | 14.34 | 140 | 10.24 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 11,576 | 39.47 | 1,280 | 13.17 | ||||
2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 2,198 | 0.50 | 243 | -3.19 | ||||
2025-08-14 | 13F | 赛奇菲尔德资本有限合伙人 | 54,737 | 6,054 | ||||||
2025-08-01 | 13F | Envestnet资产管理公司 | 1,077,184 | 28.38 | 119,147 | 23.71 | ||||
2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 98,077 | 3.59 | 10,652 | -14.28 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 3,030 | 335 | ||||||
2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,000 | 70.00 | 1,846 | 63.65 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 3,941 | 1.31 | 436 | -2.47 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 2,627 | 14.42 | 291 | 10.27 | ||||
2025-08-14 | 13F | 艾睿资本有限公司 | 36,484 | 6,159 | ||||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,113 | 234 | ||||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | Put | 7,800 | 863 | |||||
2025-07-29 | 13F | 西德尔资产管理公司 | 2,707 | 15.93 | 299 | 11.57 | ||||
2025-07-22 | 13F | AMF Pensionsforsakring AB | 60,242 | 6,663 | ||||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 18,718 | 48.38 | 2,070 | 42.96 | ||||
2025-04-25 | NP | FAGAX - 富达顾问成长机会基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 64,600 | 229.59 | 7,728 | 148.81 | ||||
2025-08-28 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 1,915 | 212 | ||||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,408 | 2.47 | 149 | -9.15 | ||||
2025-08-06 | 13F | 爱格夫管理有限公司 | 27,964 | 3,093 | ||||||
2025-08-11 | 13F | 野村资产管理有限公司 | 108,877 | 1.12 | 12,043 | -2.56 | ||||
2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 795,711 | 8.04 | 88,014 | 4.12 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 232,380 | 1.07 | 25,704 | -2.60 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 1,929 | 1.21 | 213 | -2.29 | ||||
2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 4,990 | 6.03 | 552 | 2.04 | ||||
2025-07-22 | NP | GGOIX - 高盛机构成长机会基金 | 76,164 | 35.80 | 8,079 | 20.42 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 3,500 | 387 | |||||
2025-08-13 | 13F | 第一生命保险株式会社 | 17,144 | 139.98 | 1,896 | 131.50 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 31,617 | 1.12 | 3,497 | -2.54 | ||||
2025-08-14 | 13F | 灯塔投资顾问有限公司 | 3,152 | 0.19 | 347 | -3.88 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 1,942 | 0 | ||||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 10,506 | 2.04 | 1 | 0.00 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 3,244 | 10.12 | 359 | 5.92 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 359 | 1.41 | 40 | -2.50 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 58,698 | 4.26 | 6,493 | 0.48 | ||||
2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 128,982 | 63.84 | 14,009 | 35.59 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 300 | 0 | ||||||
2025-08-26 | NP | 机构投资策略基金 | 21 | 16.67 | 2 | 0.00 | ||||
2025-07-29 | NP | BPGIX - Boston Partners 全球股票基金机构级 | 6,516 | 1.94 | 691 | -9.55 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 115,157 | 2.86 | 12,738 | -0.88 | ||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 188,224 | 0.85 | 20,819 | -2.81 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 159,619 | 72.05 | 18 | 70.00 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT US 130/30 Y 类股票基金 | 117,152 | 71.29 | 12,958 | 65.07 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 208,916 | 14.08 | 23,108 | 9.93 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 60,492 | 167.11 | 6,943 | 124.84 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 5,214 | 1.32 | 577 | -17.83 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 287 | 139.17 | 32 | 138.46 | ||||
2025-08-15 | 13F | 同心资本策略有限合伙人 | 11,607 | 1,284 | ||||||
2025-08-29 | NP | STRV - Strive 500 ETF | 3,704 | 4.13 | 410 | 0.25 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 17,254 | 26.05 | 1,908 | 21.45 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 113,948 | 24.12 | 12,604 | 19.61 | ||||
2025-08-12 | 13F | 摩根大通公司 | 5,100,232 | 4.23 | 564,143 | 0.44 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 421,400 | 35.85 | 46,611 | 30.92 | |||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 394,000 | 13.25 | 43,580 | 9.14 | |||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 239 | 39.77 | 26 | 36.84 | ||||
2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 3,819 | 26.33 | 422 | 21.97 | ||||
2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 29,612 | 20.31 | 3,216 | -0.43 | ||||
2025-08-13 | 13F | 丰业资本公司 | 29,271 | 15.19 | 3,238 | 11.01 | ||||
2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 6,242 | 690 | ||||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2,673 | 0.04 | 296 | -3.59 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 5,118 | 6.62 | 566 | 2.91 | ||||
2025-06-26 | NP | USISX - 收益股票基金份额 | 59,127 | 46.98 | 6,422 | 21.63 | ||||
2025-08-14 | 13F | 农林中金银行 | 12,299 | 0.36 | 1,360 | -3.27 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 28,800 | 5.88 | 3,186 | 2.02 | |||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 7,973 | 292.95 | 882 | 279.74 | ||||
2025-08-14 | 13F | IHT 财富管理有限责任公司 | 5,943 | 657 | ||||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 4,042 | 447 | ||||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 16,461 | 3.54 | 1,788 | -14.33 | ||||
2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 11,963 | 1,109.61 | 1,323 | 925.58 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 45 | 5 | ||||||
2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 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 | 4,404 | 29.26 | 478 | 6.94 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 24,049 | 14.06 | 2,660 | 9.92 | ||||
2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 6,132 | 4.11 | 650 | -7.67 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 5,020 | 1.56 | 533 | -9.98 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 23,324 | 94.71 | 3 | 100.00 | ||||
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 | 8,574 | 47.55 | 948 | 42.34 | ||||
2025-06-26 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 6,317 | 686 | ||||||
2025-08-08 | 13F | Gts 证券有限公司 | 56,870 | 881.19 | 6,290 | 845.86 | ||||
2025-08-06 | 13F | Kcm 投资顾问有限公司 | 10,679 | 0.23 | 1,181 | -3.36 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-14 | 13F | 法灵顿资本有限公司 | 3,911 | 433 | ||||||
2025-06-26 | NP | TBLRX - 泛美平衡 II R | 421 | 6.05 | 46 | -13.46 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 348,400 | 419.23 | 38,537 | 400.40 | |||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 138,500 | 13.52 | 15,319 | 9.40 | |||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 220 | 0.46 | 24 | -4.00 | ||||
2025-07-22 | 13F | UniSuper管理有限公司 | 25,122 | 3.63 | 2,779 | -0.14 | ||||
2025-07-28 | NP | AVMV - Avantis 美国中盘价值 ETF | 7,588 | 182.50 | 805 | 150.47 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 1,144,601 | 868.21 | 126,604 | 833.04 | ||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 182,795 | 315.27 | 20,222 | 300.20 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 30,743 | 1.30 | 3,400 | -2.38 | ||||
2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 63 | 1.61 | 7 | -12.50 | ||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 118 | 180.95 | 13 | 225.00 | ||||
2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 1,516 | 76.48 | 165 | 100.00 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | Put | 9,100 | 1,007 | |||||
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 | 6,026 | 79.40 | 721 | 23.08 | ||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 16,435 | 3.07 | 2,157 | -23.57 | ||||
2025-08-14 | 13F | Sophron资本管理有限公司 | 76,542 | 8,466 | ||||||
2025-07-07 | 13F | 德尔福管理公司 /ma/ | 10,662 | 13.57 | 1 | 0.00 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 261,069 | 0.69 | 28,877 | -2.97 | ||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 17,898 | 2.72 | 1,899 | -8.93 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,578 | 15.01 | 175 | 10.83 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 62,477 | 1,271.91 | 6,911 | 1,223.75 | ||||
2025-08-12 | 13F | 第一华盛顿公司 | 64,031 | 45.56 | 7,082 | 40.27 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 62 | 7 | ||||||
2025-08-25 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 139,387 | 64.53 | 15,418 | 58.56 | ||||
2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 17,535 | 5.39 | 1,940 | 1.57 | ||||
2025-08-14 | 13F | 伯克希尔哈撒韦公司 | 7,048,993 | 265.24 | 779,689 | 251.97 | ||||
2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 1,594 | 52.10 | 183 | 28.17 | ||||
2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 62,796 | 5.96 | 6,946 | 2.10 | ||||
2025-07-22 | 13F | 人民银行 | 2,020 | 8.02 | 0 | |||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 19,765 | 0.87 | 2,147 | -16.53 | ||||
2025-08-12 | 13F | 威斯康星财富顾问有限责任公司 | 4,524 | 44.12 | 500 | 38.89 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 608,866 | 1.50 | 67,347 | -2.18 | ||||
2025-07-31 | 13F | 三井住友信托控股公司 | 634,920 | 3.54 | 70,229 | -0.22 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 273,100 | 15.57 | 18 | 41.67 | |||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 122,643 | 0.14 | 13,566 | -3.50 | ||||
2025-08-14 | 13F | 信托信托公司 | 4,936 | 7.89 | 546 | 3.81 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 31,942 | 2.63 | 3,533 | -1.09 | ||||
2025-08-15 | 13F | 摩根士丹利 | 3,703,067 | 20.13 | 409,597 | 15.76 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 143,800 | 24.61 | 6,592 | 413.00 | |||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 49 | 5 | ||||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 284,300 | 156.36 | 21,591 | 831.45 | |||
2025-08-12 | 13F | 铭文资本有限责任公司 | 3,192 | 353 | ||||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 17,300 | 60.19 | 1,914 | 54.40 | |||
2025-08-13 | 13F | 柏瑞投资有限公司 | 73,664 | 8,148 | ||||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 350 | 58.37 | 40 | 33.33 | ||||
2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 1,913 | 212 | ||||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 28,600 | 83.33 | 3,163 | 76.70 | |||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 64,300 | 8.81 | 7,112 | 4.87 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 227,193 | 24.57 | 25,130 | 20.04 | ||||
2025-08-25 | NP | KNGZ - 美国股票股息选择 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 | 2,758 | 13.45 | 305 | 9.32 | ||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 30 | 3 | ||||||
2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 21,273 | 2,353 | ||||||
2025-08-07 | 13F | 肯彭资本管理公司 | 816,579 | 90,322 | ||||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 6,072 | 672 | ||||||
2025-07-22 | 13F | 汇合财富服务公司 | 10,748 | 3.74 | 1,189 | 6.64 | ||||
2025-08-05 | 13F | 联邦退休投资有限责任公司 | 23,886 | 204.86 | 2,642 | 193.88 | ||||
2025-05-29 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 1,106 | 23.16 | 127 | 3.28 | ||||
2025-07-16 | 13F | 水手投资集团有限公司 | Put | 56,100 | 133 | |||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 10 | 1 | ||||||
2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,174 | 7.91 | 1,105 | -10.75 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 970 | 4.19 | 105 | -13.93 | ||||
2025-07-25 | 13F | 西皮坎资本顾问公司 | 17,118 | 0.01 | 1,893 | -3.62 | ||||
2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 63,473 | 124.64 | 7,021 | 116.47 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,414 | 283 | ||||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 4,166 | 437.55 | 461 | 422.73 | ||||
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 | 18,262 | 0.62 | 1,937 | -10.78 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 8,961 | 0.55 | 991 | -3.03 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 102,805 | 703.92 | 11,371 | 675.12 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 425 | 47 | ||||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,475 | 2.12 | 390 | 5.42 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 13,575 | 138.79 | 1,502 | 130.21 | ||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 15,259 | 1.48 | 1,688 | -2.20 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 166,584 | 12.14 | 18,426 | 8.06 | ||||
2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 10,057 | 7.00 | 1,113 | 3.06 | ||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 9,493 | 39.56 | 1 | |||||
2025-07-30 | 13F | 比奇山顾问公司 | 13,043 | 1,443 | ||||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 21,869 | 15.36 | 2,320 | 2.29 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 216 | 980.00 | 0 | |||||
2025-08-14 | 13F | 道富银行 | 10,840,603 | 1.40 | 1,199,079 | -2.29 | ||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -909 | 47.33 | -101 | 42.86 | |||
2025-08-26 | NP | GVEYX - 机构价值股票基金 | 65,638 | 8.78 | 7,260 | 4.82 | ||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 42,962 | 46.67 | 4,752 | 41.36 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,410 | 2.77 | 156 | -1.27 | ||||
2025-05-30 | NP | GDL基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 369 | 96.28 | 41 | 90.48 | ||||
2025-05-30 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-30 | NP | EMAAX - 企业并购基金A类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 迪尔伯恩合伙公司 | 1,860 | 0.27 | 206 | -3.30 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 5,198 | 60.18 | 575 | 54.30 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 245,787 | 5.67 | 27,187 | 1.83 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 8,267 | 12.32 | 914 | 8.29 | ||||
2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 572 | 19.92 | 66 | 0.00 | ||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 12,822 | 81.67 | 1,418 | 75.06 | ||||
2025-08-15 | NP | PY - 主要股东收益率指数 ETF | 13,987 | 80.48 | 1,547 | 145.95 | ||||
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 | 68,881 | 25.77 | 7,481 | 4.09 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 454,585 | 16.83 | 50,282 | 12.59 | ||||
2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 64,552 | 263.71 | 7,140 | 195.04 | ||||
2025-08-11 | 13F | 花旗集团 | 465,241 | 4.12 | 51,460 | 0.33 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 511,303 | 36.59 | 56,492 | 31.73 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,227 | 10.84 | 136 | 6.30 | ||||
2025-08-06 | 13F | Cornercap投资顾问公司 | 13,050 | 1,443 | ||||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 9 | 1 | ||||||
2025-07-28 | 13F | 安联资产管理有限公司 | 89,420 | 2.23 | 9,891 | -1.50 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 4 | 100.00 | 0 | |||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 4,810 | 78.61 | 532 | 72.40 | ||||
2025-06-26 | NP | MSTVX - 晨星另类基金 | -347 | 2.97 | ||||||
2025-05-29 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 472 | 18.59 | 54 | 0.00 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 229 | 8.53 | 25 | 4.17 | ||||
2025-05-12 | 13F | Ccm投资集团有限责任公司 | 21,161 | 51.78 | 2,411 | 26.98 | ||||
2025-08-13 | 13F | SCS资本管理有限责任公司 | 4,486 | 22.60 | 496 | 18.38 | ||||
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 | 32,542 | 16.87 | 3,452 | 3.63 | ||||
2025-08-12 | 13F | 熵技术有限公司 | 7,000 | 774 | ||||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 106,677 | 1.35 | 12 | -8.33 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 6,898 | 24.09 | 763 | 19.59 | ||||
2025-07-10 | 13F | YHB 投资顾问公司 | 7,000 | 20.09 | 774 | 15.70 | ||||
2025-05-29 | NP | JAKVX - 约翰汉考克纪律价值全球多空基金 R6 类 | 10,561 | 90.70 | 1,212 | 83.08 | ||||
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 | 253 | 13.45 | 27 | -6.90 | ||||
2025-08-14 | 13F | 683 资本管理公司 | 79,000 | 125.71 | 8,738 | 117.53 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 33,013 | 3.03 | 3,652 | -0.71 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 4,481 | 1.86 | 496 | -1.79 | ||||
2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 238,744 | 304.18 | 26,407 | 289.54 | ||||
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 | 79,865 | 17.65 | 8,472 | 4.33 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 151 | 12.69 | 0 | |||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 9,262 | 232.69 | 1,024 | 221.00 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 10,093 | 1.71 | 1,116 | -1.93 | ||||
2025-08-14 | 13F | Polymer资本管理(美国)有限责任公司 | 22,060 | 353.16 | 2,440 | 337.28 | ||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,567 | 5.69 | 378 | -6.20 | ||||
2025-08-01 | 13F | 丽城贸易有限责任公司 | Call | 24,300 | 285.71 | 2,820 | 249.88 | |||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 3,713 | 14.67 | 403 | -4.95 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,000 | 8.34 | 109 | -10.74 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 108,700 | 308.65 | 12,023 | 293.81 | |||
2025-08-14 | 13F | 都铎投资公司等 | Put | 63,500 | 90.12 | 7,024 | 83.22 | |||
2025-08-15 | 13F | Captrust 财务顾问 | 9,613 | 19.59 | 1,063 | 15.29 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 56,463 | 5.55 | 6,245 | 1.73 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 2,088 | 231 | ||||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 438,281 | 100.08 | 48,478 | 92.82 | ||||
2025-08-14 | 13F | 椴木资本管理有限公司 | 448,984 | 10.61 | 49,662 | 6.59 | ||||
2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,995 | 0.19 | 8,471 | -17.08 | ||||
2025-08-08 | 13F | 创意策划 | 43,549 | 50.66 | 4,817 | 45.19 | ||||
2025-06-26 | NP | FBCGX - 富达蓝筹成长K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,452 | 139.82 | 2,330 | 130.82 | ||||
2025-07-22 | 13F | 萨瓦信息公司 | 6,350 | 45.98 | 702 | 40.68 | ||||
2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 11,304 | 24.23 | 1,250 | 19.73 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl 多管理人中盘基金 (a) | 21,444 | 2,372 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21,966 | 32.94 | 2,436 | 29.03 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 6,675,926 | 6.90 | 738,424 | 3.02 | ||||
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 | 1,181,700 | 23.45 | 128,344 | 2.17 | ||||
2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 4,792 | 25.61 | 530 | 21.28 | ||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 2,030 | 0.84 | 0 | |||||
2025-07-09 | 13F | 捷克国家银行 | 56,754 | 5.82 | 6,278 | 1.97 | ||||
2025-08-14 | 13F | 采石场LP | 4,477 | 529.68 | 495 | 511.11 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 1,278 | 7.12 | 0 | |||||
2025-08-14 | 13F | 达美全球管理有限公司 | 23,769 | 11.74 | 2,629 | 7.70 | ||||
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 | 105,937 | 6.75 | 11,718 | 2.87 | ||||
2025-05-29 | NP | JSGAX - 约翰汉考克美国质量增长基金 A 类 | 121,730 | 11.61 | 13,972 | -6.06 | ||||
2025-08-14 | 13F | Xponance公司 | 41,291 | 1.55 | 4,567 | -2.12 | ||||
2025-08-19 | 13F | 西姆有限责任公司 | 25,185 | 5.86 | 2,786 | 2.01 | ||||
2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 9,444 | 3.96 | 1,045 | 8.41 | ||||
2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 6,643 | 49.25 | 721 | 23.46 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 2,553 | 3.36 | 282 | -0.35 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 1,792 | 4.73 | 198 | 1.02 | ||||
2025-08-12 | 13F | 景观资本管理有限公司 | 43,438 | 9.34 | 4,805 | 5.35 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 116,856 | 74.03 | 13 | 71.43 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Put | 180,300 | 280.38 | 19,943 | 266.58 | |||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 63,992 | 8.39 | 6,950 | -10.30 | ||||
2025-08-14 | 13F | 两个西格玛证券有限公司 | 28,956 | 440.22 | 3,203 | 420.65 | ||||
2025-07-28 | 13F | 双树管理有限公司 | 17,154 | 1,897 | ||||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 3,678 | 15.01 | 390 | 2.09 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 9,309 | 5.29 | 1,030 | 1.48 | ||||
2025-08-29 | NP | JAKWX - 约翰汉考克纪律价值全球多空基金类别资产净值 | 15,185 | 1,680 | ||||||
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 | 5,087 | 1.25 | 563 | -2.43 | ||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 26,655 | 48.77 | 2,895 | 23.10 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 8,644 | 956 | ||||||
2025-08-11 | 13F | 独立顾问联盟 | 14,866 | 22.55 | 1,644 | 18.10 | ||||
2025-08-26 | NP | FT Vest 股息上涨总回报基金 | 7,059 | 5.99 | 781 | 2.09 | ||||
2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 104,483 | 1.25 | 11,557 | -2.43 | ||||
2025-08-14 | 13F | 安盛公司 | 15,129 | 5.31 | 1,673 | 1.52 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 4,364 | 3.81 | 483 | 0.00 | ||||
2025-08-12 | 13F | 国家信托银行 | 140 | 15 | ||||||
2025-08-14 | 13F | 永久资本有限合伙人 | 10,862 | 56.04 | 1,201 | 50.50 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 1,070,800 | 0.03 | 118,441 | -3.61 | |||
2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 160 | 18 | ||||||
2025-07-28 | 13F | JGP 财富管理有限责任公司 | 74,719 | 1.66 | 8,265 | -2.04 | ||||
2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 140,300 | 15,519 | ||||||
2025-08-28 | NP | XLY - 非必需消费品精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,355,776 | 2.31 | 149,962 | -1.41 | ||||
2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 253,405 | 2.76 | 28,029 | -0.98 | ||||
2025-08-12 | 13F | MAI资本管理 | Call | 310 | ||||||
2025-08-12 | 13F | MAI资本管理 | 8,377 | 85.99 | 927 | 79.46 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Put | 100,000 | 11 | |||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 80,434 | 5.47 | 8,896 | 1.63 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 360,821 | 0.23 | 40 | -4.88 | ||||
2025-07-15 | 13F | Kwmg 有限公司 | 41,694 | 12.22 | 4,612 | 8.14 | ||||
2025-06-27 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 26,984 | 18.85 | 2,931 | -1.64 | ||||
2025-08-14 | 13F | Oakcliff 资本合伙人有限合伙人 | 118,000 | 13.46 | 13,052 | 9.33 | ||||
2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 230,000 | 25 | ||||||
2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 31,675 | 6.26 | 3,504 | 2.40 | ||||
2025-05-29 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 946 | 20.36 | 109 | 0.93 | ||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 3,821 | 8.34 | 423 | 4.46 | ||||
2025-07-29 | 13F | TFC财务管理 | 10 | 11.11 | 1 | 0.00 | ||||
2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 191,751 | 0.60 | 21,210 | -3.05 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 18,990 | 35.72 | 2,180 | 14.20 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 3 | 0 | ||||||
2025-08-05 | 13F | 新方资本有限责任公司 | 232 | 2.65 | 26 | 0.00 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 7,781 | 42.98 | 861 | 37.82 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 35 | 2.94 | 4 | 0.00 | ||||
2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 44,210 | 5.68 | 4,890 | 1.85 | ||||
2025-08-11 | 13F | 薄荷塔资本管理有限公司 | 4,748 | 1 | ||||||
2025-08-14 | 13F | 合伙人资本投资集团有限责任公司 | 2,435 | 0.45 | 269 | -3.24 | ||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 5,140 | 38.62 | 569 | 33.65 | ||||
2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 11,060 | 1,223 | ||||||
2025-08-14 | 13F | 泛美金融顾问公司 | 787 | 28.38 | 87 | |||||
2025-08-14 | 13F | 卢克索资本集团有限合伙人 | 99,000 | 10,950 | ||||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 110 | 12 | ||||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 1,583 | 175 | 31.58 | |||||
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 | 81,206 | 14.20 | 8,982 | 10.06 | ||||
2025-08-27 | NP | BDVG - iMGP 伯克希尔股息增长 ETF | 1,685 | 186 | ||||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,878 | 18.38 | 2,752 | 14.05 | ||||
2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 3,841,881 | 596 | ||||||
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 | 332,394 | 2.88 | 35,260 | -8.78 | ||||
2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 100,667 | 60.34 | 10,679 | 42.18 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 收入与成长基金初始类别 | 10,891 | 7.01 | 1,205 | 3.08 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 111 | 14 | ||||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 5,748 | 9.30 | 624 | -9.57 | ||||
2025-08-14 | 13F | 牛津金融集团有限公司 | 2,811 | 311 | ||||||
2025-08-05 | 13F | 使命财富管理有限公司 | 3,073 | 340 | ||||||
2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,133 | 4.81 | 123 | -12.77 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,256 | 196.23 | 133 | 166.00 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 4,420 | 51.01 | 489 | 45.67 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 143,907 | 2.58 | 15,918 | -1.15 | ||||
2025-05-27 | NP | 可变保险产品基金 - 价值投资组合初始类别 | 39,800 | 4,568 | ||||||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 107,024 | 8.84 | 11,353 | -3.49 | ||||
2025-07-16 | 13F | ORG 财富合伙人有限公司 | 1,970 | 1,297.16 | 228 | 1,318.75 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | Call | 3,400 | 376 | |||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 10,468 | 2.32 | 1,158 | -1.45 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 3,600 | 398 | |||||
2025-07-22 | 13F | 智者投资顾问有限公司 | 12,670 | 1,401 | ||||||
2025-08-26 | NP | FTDS - 第一信托全美国市场 AlphaDEX 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 | 4,553 | 7.66 | 504 | 59.68 | ||||
2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,533 | 4.04 | 492 | -13.84 | ||||
2025-08-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,700 | 6,272 | ||||||
2025-08-18 | 13F | Onefund有限责任公司 | 648 | 0 | ||||||
2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 222 | 25 | ||||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 80 | 9 | ||||||
2025-07-01 | 13F | 港口投资咨询有限公司 | 290 | 27.19 | 32 | 23.08 | ||||
2025-08-04 | 13F | 巴伦汀有限责任公司 | 2,713 | 16.09 | 300 | 11.94 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 8,026 | 28.13 | 888 | 23.54 | ||||
2025-08-12 | 13F | 德国商业银行 | 110,850 | 49.99 | 12 | 50.00 | ||||
2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 49,721 | 1.53 | 5,500 | -2.17 | ||||
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 | 320,809 | 11.37 | 35,485 | 7.32 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 16,042 | 1,774 | ||||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 60,773 | 6,722 | ||||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 3,754 | 5.42 | 415 | 1.72 | ||||
2025-08-11 | 13F | 科维斯特有限公司 | 1,104 | 171.25 | 0 | |||||
2025-06-26 | NP | CHTTX - AMG 管理公司 Fairpointe 中型基金 N 类股票 | 40,729 | 4,424 | ||||||
2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 10,369 | 20.01 | 1,147 | 15.64 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 11,847 | 20.45 | 1,310 | 16.13 | ||||
2025-07-30 | NP | FLOW - Global X US Cash Flow Kings 100 ETF | 1,960 | 44.01 | 208 | 27.78 | ||||
2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 8,564 | 92.93 | 947 | 86.05 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 5,013 | 11.35 | 532 | -1.30 | ||||
2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,935 | 205.13 | 1,099 | 194.37 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 171,482 | 41.38 | 18,968 | 36.25 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 319 | 25.59 | 35 | 20.69 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,555 | 6.62 | 8,689 | 2.73 | ||||
2025-07-29 | 13F | 莱尔财富管理有限公司 | 84,184 | 1.08 | 9,312 | -2.59 | ||||
2025-08-27 | NP | BOPIX - Sterling Capital 特别机会基金机构类别 | 52,152 | 5,769 | ||||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,873 | 25.96 | 207 | 21.76 | ||||
2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 13,729 | 10.18 | 1,456 | -2.28 | ||||
2025-08-05 | 13F | 吉尔伯特和库克公司 | 4,168 | 0.05 | 461 | -3.56 | ||||
2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 4,129,650 | 44.57 | 456,781 | 39.32 | ||||
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 | 9 | 12.50 | 1 | -100.00 | ||||
2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,986 | 13.91 | 4,343 | -5.73 | ||||
2025-07-25 | 13F | CWM有限公司 | 7,711 | 72.39 | 1 | |||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 908 | 14.94 | 100 | 11.11 | ||||
2025-07-29 | 13F | 帕尔默·奈特公司 | 50,314 | 5,565 | ||||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 848 | 5.60 | 94 | 1.09 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 648 | 2.05 | 72 | -1.39 | ||||
2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 11,046 | 39.75 | 1,268 | 17.64 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 4,805 | 65.40 | 531 | 59.46 | ||||
2025-07-17 | 13F | 斯托克曼财富管理公司 | 60,512 | 3.94 | 6,693 | 0.16 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 166,658 | 0.66 | 18,434 | -3.00 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,314,672 | 14.96 | 145,416 | 10.79 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 8,133 | 4.75 | 863 | -7.11 | ||||
2025-05-29 | NP | DSTL - 美国馏分油基本稳定和价值 ETF | 155,503 | 8.52 | 17,849 | -8.66 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 30 | 25.00 | 3 | 50.00 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 27,518 | 1.38 | 3,044 | -2.31 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 5,425 | 49.61 | 600 | 44.23 | ||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 6,609 | 2.78 | 770 | 13.76 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 104,700 | 39.12 | 11,581 | 34.06 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 91,667 | 10,955 | ||||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 25,622 | 15.02 | 2,834 | 10.88 | ||||
2025-07-15 | 13F | 第五第三银行 | 10,887 | 6.12 | 1,204 | 2.29 | ||||
2025-08-28 | NP | TPHE - Timothy Plan 高股息股票增强型 ETF | 1,776 | 196 | ||||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 4,221 | 0.07 | 467 | -3.72 | ||||
2025-08-12 | 13F | 保德信金融公司 | 147,681 | 11.86 | 16,335 | 7.79 | ||||
2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 1,195 | 38.95 | 132 | 34.69 | ||||
2025-08-29 | 13F | 半人马座金融公司 | 4,534 | 27.22 | 1 | |||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 25,495 | 583.88 | 2,820 | 560.42 | ||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 334 | 115.48 | 37 | 111.76 | ||||
2025-06-23 | NP | PMBMX - 中型股基金 (又名中型股混合基金) R-3 | 2,107,882 | 4.73 | 228,937 | -13.33 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 294,352 | 20.74 | 32,558 | 16.35 | ||||
2025-03-28 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 2,096 | 36.10 | 275 | 4.96 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 21,489 | 2,448 | ||||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 104,598 | 26.10 | 11,570 | 21.52 | ||||
2025-06-25 | NP | CFLGX - ClearBridge 战术股息收入基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,939 | 1.80 | 3,686 | -15.75 | ||||
2025-08-13 | 13F | 资本基金管理公司 | 274,101 | 7.59 | 30,318 | 3.68 | ||||
2025-06-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 87,774 | 14.89 | 9,533 | -4.92 | ||||
2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL 美国中小型股动态 ETF | 475 | 50 | ||||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 5,146 | 24.51 | 569 | 20.04 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 72,323 | 28.97 | 8,000 | 24.29 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 55,098 | 5.65 | 6,094 | 1.82 | ||||
2025-08-13 | 13F | Transce3nd有限责任公司 | 42 | 5 | ||||||
2025-07-23 | NP | FAAAX - 富兰克林 K2 另类策略基金 A 类 | Short | -4,329 | 51.42 | -459 | 34.21 | |||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 532 | 15.40 | 58 | -5.00 | ||||
2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 9,500 | 1,051 | ||||||
2025-04-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 12,800 | 1,416 | |||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 86,639 | 19.20 | 9,583 | 14.88 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 8,300 | 918 | |||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | 2,475 | 274 | ||||||
2025-08-08 | 13F | 改善财务策略 | 3,264 | 7.69 | 361 | 3.75 | ||||
2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 10,953 | 14.73 | 1,212 | 10.59 | ||||
2025-08-11 | 13F | 先锋集团公司 | 26,919,216 | 4.06 | 2,977,534 | 0.28 | ||||
2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,912 | 36.29 | 3,862 | 31.33 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 101 | 16.09 | 11 | 22.22 | ||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 20 | 2 | ||||||
2025-08-13 | 13F | 顾问集团控股公司 | Put | 10 | 3 | |||||
2025-08-14 | 13F | 第一曼哈顿公司 | 8,339 | 27.04 | 922 | 22.44 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 139,400 | 68.56 | 15,419 | 62.44 | |||
2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 51,762 | 4.94 | 5,622 | -13.16 | ||||
2025-07-23 | 13F | 安全退休顾问有限责任公司 | 10,315 | 27.85 | 1,141 | 23.11 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 70,623 | 156.67 | 7,812 | 147.34 | ||||
2025-08-06 | 13F | 科技银行/pa | 36 | 200.00 | 4 | 200.00 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 15,079 | 201.34 | 1,668 | 190.42 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 102,400 | 12.65 | 11,326 | 8.56 | |||
2025-04-29 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 84 | 42.37 | 10 | 0.00 | ||||
2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 297 | 2,870.00 | 33 | 3,100.00 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 24,870 | 1.64 | 3 | 0.00 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 124,133 | 6.78 | 13,168 | -5.31 | ||||
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 | 28,376 | 3.50 | 3,010 | -8.20 | ||||
2025-08-15 | 13F | 杜肯家族办公室有限责任公司 | 89,900 | 10 | ||||||
2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 7,039 | 779 | ||||||
2025-08-08 | 13F | denkapparat Operations GmbH | 3,692 | 408 | ||||||
2025-08-04 | 13F | 汉兹金融服务公司 | 947 | 5,161.11 | 0 | |||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 53,001 | 6.85 | 6 | 0.00 | ||||
2025-08-06 | 13F | 范式资产管理有限公司 | 18,500 | 42.31 | 2,046 | 37.13 | ||||
2025-05-29 | NP | VFLO - VictoryShares 自由现金流 ETF | 925,242 | 305.59 | 106,199 | 241.38 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 26,361 | 10.83 | 2,916 | 6.78 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 2,712 | 13.57 | 300 | 9.49 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 5,929 | 3.96 | 644 | -14.04 | ||||
2025-07-14 | 13F | UMA 金融服务公司 | 5 | 1 | ||||||
2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 1,874 | 9.53 | 207 | 5.61 | ||||
2025-08-07 | 13F | 英杰华公司 | 155,626 | 1,656.10 | 17,214 | 1,592.53 | ||||
2025-08-28 | NP | XHB - SPDR(R) S&P(R) 房屋建筑商 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 | 397,653 | 5.71 | 43,984 | 1.87 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 11,043 | 130.93 | 1,221 | 122.81 | ||||
2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 426,597 | 174.13 | 45,253 | 143.09 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 1,638 | 5.81 | 181 | 2.26 | ||||
2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 2,483 | 18.52 | 275 | 14.17 | ||||
2025-08-27 | NP | VMVIX - 先锋中盘价值指数基金投资者股票 | 1,397,072 | 2.96 | 154,530 | -0.78 | ||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 4,858 | 537 | ||||||
2025-08-07 | 13F | 唤起财富有限公司 | 2,180 | 11.68 | 241 | 7.59 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 60,201 | 6.41 | 6,538 | -11.95 | ||||
2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 13,050 | 1,443 | ||||||
2025-04-17 | NP | FLCGX - QUANTEX FUND 零售类 | 158 | 18 | ||||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 4,904 | 0.29 | 540 | -3.74 | ||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 956 | 5.87 | 106 | 8.25 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Call | 12,000 | 823.08 | 1,327 | 790.60 | |||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Put | 13,700 | 2,640.00 | 1,515 | 2,557.89 | |||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 11,430 | 1,282 | ||||||
2025-08-26 | NP | FCFY - First Trust S&P 500 多元化自由现金流 ETF | 99 | 1.02 | 11 | -9.09 | ||||
2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 500 | 66.67 | 55 | 37.50 | ||||
2025-07-24 | 13F | 自由日解决方案有限责任公司 | 18,185 | 3.07 | 2,011 | -0.69 | ||||
2025-08-13 | 13F | 奥西亚姆 | 2,192 | 26.41 | 242 | 21.61 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 2,799 | 39.32 | 310 | 34.35 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 5,061 | 5.28 | 560 | 1.45 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 6,236 | 37.57 | 690 | 32.50 | ||||
2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 2,108,781 | 5.79 | 233,252 | 1.95 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 2,049 | 6.11 | 227 | 2.26 | ||||
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 | 7,427 | 0.61 | 788 | -10.87 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 4,067 | 450 | ||||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 11,852 | 11.18 | 1,257 | -1.41 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 25,318 | 2,750 | ||||||
2025-08-14 | 13F | 阳光地带证券公司 | 300 | 581.82 | 41 | 700.00 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 102,000 | 61.65 | 11,282 | 55.79 | |||
2025-07-24 | 13F | 布莱尔·威廉公司 | 21,463 | 1.12 | 2,374 | -2.55 | ||||
2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 3,571 | 1.80 | 379 | -9.79 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -167 | -18 | |||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 6,154 | 15.44 | 681 | 11.29 | ||||
2025-08-29 | NP | GABCX - Gabelli Abc 基金 Aaa 级 | Short | -635,300 | -0.73 | -70,271 | -4.34 | |||
2025-05-29 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 5,435 | 24.66 | 624 | 4.88 | ||||
2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 333,791 | 36,921 | ||||||
2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 21,023 | 49.58 | 2,230 | 32.66 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 225 | 31.58 | 24 | 15.00 | ||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 2,840 | 39.76 | 314 | 34.76 | ||||
2025-08-14 | 13F | 鹰资本管理有限公司 | 9,036,657 | 23.82 | 999,545 | 19.33 | ||||
2025-06-18 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 11,435 | 37.23 | 1,242 | -12.54 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 3,984 | 441 | ||||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 3,342 | 19.74 | 370 | 15.31 | ||||
2025-07-10 | 13F | 瑞典银行 | 94,919 | 2.84 | 10,499 | -0.91 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 2,347,890 | 16.55 | 259,700 | 12.32 | ||||
2025-08-19 | NP | Securian Funds Trust - SFT Wellington 核心股票基金 1 级 | 6,252 | 66.76 | 692 | 60.70 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -223 | -25 | |||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 19,979 | 0.97 | 2,210 | -2.73 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 65,373 | 15.30 | 7 | 16.67 | ||||
2025-07-29 | 13F | 多拉山第一国民银行信托投资服务 | 24,141 | 0.11 | 2,670 | -3.51 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 3,936 | 28.42 | 452 | 8.15 | ||||
2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 5,308 | 0.04 | 587 | -3.61 | ||||
2025-03-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 355 | 89.84 | 47 | 48.39 | ||||
2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 405,139 | 44,812 | ||||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 3,617 | 55.57 | 400 | 50.38 | ||||
2025-08-12 | 13F | Ci投资公司 | 1,585 | 10.92 | 0 | |||||
2025-08-12 | 13F | 恒线顾问公司 | 497,775 | 1.31 | 55,059 | -2.37 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 8,853 | 179.54 | 979 | 183.77 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 54 | 145.45 | 6 | -28.57 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 22,364 | 5.22 | 2,372 | -6.69 | ||||
2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 1,914 | 4.25 | 212 | 0.48 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 3,292 | 39.02 | 364 | 34.32 | ||||
2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 3,003 | 0.10 | 332 | -3.49 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 866 | 138.57 | 96 | 131.71 | ||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 45,668 | 8.63 | 5,051 | 4.68 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 6 | 1 | ||||||
2025-08-27 | 13F | 赛普拉斯资本顾问有限责任公司 | 4,203 | 6.38 | 465 | 2.43 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 132,500 | 90.37 | 14,603 | 84.16 | |||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 114,200 | 9.60 | 12,586 | 6.01 | |||
2025-08-08 | 13F | Abc 套利 Sa | 28,190 | 270.29 | 3,118 | 257.16 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 11,229 | 1.03 | 1,238 | -2.29 | ||||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 24,195 | 5.51 | 2,676 | 1.67 | ||||
2025-06-27 | NP | PAGRX - 激进增长投资组合 I 类 | 10,000 | 42.86 | 1,086 | 18.30 | ||||
2025-07-30 | 13F | 中美财富咨询集团有限公司 | 388 | 43 | ||||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛机构战略增长基金 | 15,460 | 6.96 | 1,710 | 3.07 | ||||
2025-08-04 | 13F | 惠伦财富管理公司 | 9,338 | 1,033 | ||||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,629 | 2.10 | 291 | -1.69 | ||||
2025-07-30 | 13F | 资产管理顾问有限责任公司 | 55,212 | 0.16 | 6,107 | -3.48 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 42,079 | 10.62 | 4,654 | 6.60 | ||||
2025-08-05 | 13F | 王朝财富管理有限责任公司 | 6,595 | 3.31 | 730 | -0.41 | ||||
2025-08-14 | 13F | Prentice 资本管理公司 | 25,000 | 2,765 | ||||||
2025-07-29 | NP | BLES - 激励全球希望 ETF | 2,648 | 18.80 | 281 | 5.26 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 835 | 1.83 | 92 | -2.13 | ||||
2025-07-28 | 13F | 布林莫尔信托公司 | 4,593 | 25.32 | 508 | 20.95 | ||||
2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 166 | 0.61 | 18 | 0.00 | ||||
2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 8 | 1 | ||||||
2025-08-14 | 13F | 加州教师退休制度 | 398,542 | 11.02 | 44,083 | 6.99 | ||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 5,897 | 652 | ||||||
2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 130 | 56.63 | 15 | 27.27 | ||||
2025-07-29 | NP | PTL-Inspire 500 ETF | 6,513 | 18.46 | 691 | 5.02 | ||||
2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 1,582 | 6.46 | 168 | -5.65 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 752 | 0.94 | 83 | -2.35 | ||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 2,311 | 267 | ||||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 9,895 | 85.13 | 1,094 | 78.47 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 59,497 | 20.09 | 6,581 | 15.74 | ||||
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 | 41,200 | 2.04 | 4,557 | -1.66 | ||||
2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 4,098 | 8.38 | 453 | 4.62 | ||||
2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,333 | 14.08 | 990 | 1.23 | ||||
2025-08-07 | 13F | 商业银行 | 14,704 | 1.93 | 1,626 | -1.75 | ||||
2025-07-09 | 13F | 智慧资本有限公司 | 232,414 | 114.92 | 25,707 | 107.11 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 36,063 | 1.93 | 3,826 | -9.62 | ||||
2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 57,939 | 389.56 | 6,409 | 371.87 | ||||
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 | 7,050 | 1.51 | 766 | -16.03 | ||||
2025-08-06 | 13F | 双创资本管理公司 | 25,261 | 3.86 | 2,794 | 0.11 | ||||
2025-08-19 | 13F | 国家资产管理公司 | 6,581 | 10.81 | 728 | -10.14 | ||||
2025-08-14 | 13F | 西永资本有限公司 | 8,876 | 57.10 | 982 | 51.39 | ||||
2025-07-18 | 13F | Generali Investments CEE,一家投资公司, | 7,000 | 27.27 | 774 | 22.66 | ||||
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 | 12 | 1 | ||||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 21,655 | 43.89 | 2,352 | 19.04 | ||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 589,055 | 36.78 | 65,155 | 31.81 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 8,203 | 2.14 | 907 | -1.52 | ||||
2025-07-22 | 13F | 达文波特有限公司 | 23,966 | 862.10 | 2,651 | 829.82 | ||||
2025-08-14 | 13F | 停战资本有限公司 | 40,021 | 14.35 | 4,427 | 10.18 | ||||
2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 43,965 | 69.91 | 4,863 | 63.76 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 13,767 | 21.52 | 1,523 | 17.08 | ||||
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 | 3,836 | 37.79 | 417 | 13.97 | ||||
2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 440,318 | 17.77 | 47,823 | -2.54 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 9,116 | 86.19 | 1,004 | 79.43 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 4,715,671 | 2.81 | 521,600 | -0.93 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 101,095 | 0.83 | 11,182 | -2.82 | ||||
2025-03-24 | NP | NABAX - Neuberger Berman 绝对回报多管理人基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 640,462 | 27.38 | 70,842 | 22.75 | ||||
2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47,942 | 15.56 | 5,207 | -4.37 | ||||
2025-08-12 | 13F | 磁石财富管理有限责任公司 | 17,224 | 0.26 | 1,905 | -3.35 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 15,608 | 5.98 | 1,656 | -6.02 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 110,530 | 33.75 | 12,226 | 28.89 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -246 | -27 | |||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 73 | 356.25 | 8 | 700.00 | ||||
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 | 2,820 | 6.17 | 312 | 2.30 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 3,536 | 6.89 | 384 | -11.52 | ||||
2025-06-27 | NP | AADBX - 美国灯塔平衡基金机构类别 | 4,001 | 73.43 | 435 | 43.71 | ||||
2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 18,653 | 1.18 | 2,063 | -2.46 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 综合研究 VIP 基金 | 13,976 | 15.05 | 1,546 | 10.83 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 107,717 | 599.01 | 12 | 1,000.00 | ||||
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 | 8,517 | 11.54 | 942 | 7.53 | ||||
2025-07-30 | 13F | Eqis资本管理公司 | 9,332 | 1.98 | 1,032 | -1.71 | ||||
2025-08-12 | 13F | 朗费罗投资管理有限公司 | 3,985 | 441 | ||||||
2025-07-08 | 13F | 格林黑文联合公司 | 9,493,585 | 0.57 | 1,050,085 | -3.09 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 8,498 | 48.96 | 940 | 43.58 | ||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 151 | 3,675.00 | 17 | |||||
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 | 244,807 | 0.72 | 25,969 | -10.68 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,439 | 1.12 | 159 | -18.04 | ||||
2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 12,692 | -299.09 | 1,404 | -246.91 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 69,500 | 20.87 | 7,687 | 16.49 | |||
2025-08-04 | 13F | 资产标记公司 | 346,674 | 3.63 | 38,346 | -0.13 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 86,400 | 129.18 | 9,557 | 120.85 | |||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 2,000 | 221 | |||||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 5,500 | 608 | |||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 690,968 | 4.79 | 76,428 | 0.99 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 28,016 | 64.76 | 3,099 | 58.63 | ||||
2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 8,063 | 9.28 | 892 | 5.32 | ||||
2025-08-22 | NP | MAADX - 动态价值投资组合类别 IS | 122 | 6.09 | 13 | 0.00 | ||||
2025-08-14 | 13F | 格伦维尤信托公司 | 15,910 | 1.07 | 1,760 | -2.60 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 1,502 | 77.12 | 166 | 71.13 | ||||
2025-07-11 | 13F | 永久有限公司 | 223,832 | 72.42 | 24,758 | 66.16 | ||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 388,321 | 142.50 | 42,952 | 133.69 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 6 | 1 | ||||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 3,293 | 8.54 | 364 | 4.60 | ||||
2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 269,768 | 1.61 | 29,839 | -2.08 | ||||
2025-08-13 | 13F | 法国外贸银行 | 14,355 | 414.89 | 1,588 | 402.22 | ||||
2025-07-31 | 13F | Rational 顾问有限公司 | 72 | 8 | ||||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 59,135 | 101.45 | 6,541 | 94.12 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 18,853 | 4.63 | 2,085 | 0.82 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 2,782 | 308 | ||||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 2,805 | 4.08 | 310 | 0.32 | ||||
2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 200 | 22 | ||||||
2025-03-26 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 216,275 | 23.55 | 28,384 | -4.79 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 62,681 | 8.03 | 6,933 | 5.24 | ||||
2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 330,859 | 12.39 | 35,935 | -6.99 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -143 | -16 | |||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛增长机会基金服务 | 4,966 | 1.95 | 549 | -1.79 | ||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 2,079 | 230 | ||||||
2025-08-14 | 13F | 帕克伍德有限责任公司 | 80,253 | 25.26 | 9 | 14.29 | ||||
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 | 22,634 | 1.36 | 2,504 | -2.34 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 1,041 | 81.04 | 115 | 76.92 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 21,240 | 63.70 | 2,253 | 45.17 | ||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 452,656 | 260.10 | 50,068 | 247.02 | ||||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 9,365 | 10.70 | 1,036 | 6.59 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 216,100 | 637.54 | 23,903 | 610.73 | |||
2025-04-18 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 8,860 | 7.69 | 1,060 | -26.15 | ||||
2025-03-28 | NP | PWV - 景顺动态大盘价值 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 | 84,008 | 10.05 | 11,025 | -15.19 | ||||
2025-07-30 | 13F | 太平洋高地资产管理有限公司 | 140,000 | 5.26 | 15,485 | 1.44 | ||||
2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 4,618 | 6,497.14 | 511 | 6,275.00 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 12 | 140.00 | 1 | |||||
2025-08-13 | 13F | HAP 贸易有限公司 | Call | 31,400 | 113 | |||||
2025-06-25 | NP | MNDFX - 纪律价值系列 I 类 | 7,699 | 34.93 | 836 | 11.76 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 5,295 | 24.32 | 586 | 19.88 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 9 | 80.00 | 1 | |||||
2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 22,300 | 175.31 | 2,467 | 165.45 | ||||
2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 29,300 | 3,241 | ||||||
2025-07-15 | 13F | 马塞科律师事务所 | 1,022 | 113 | ||||||
2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 765,479 | 3.21 | 83,139 | -14.58 | ||||
2025-08-22 | 13F | 斯坦斯资本有限公司 | 18,159 | 2,009 | ||||||
2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 7,955 | 880 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,590 | 90.02 | 286 | 83.33 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,405 | 7.66 | 155 | 4.03 | ||||
2025-08-27 | NP | TVLAX - Touchstone 价值基金 A | 101,130 | 44.09 | 11,186 | 38.84 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 67,709 | 6.79 | 7,772 | -10.12 | ||||
2025-03-28 | NP | JQUA - 摩根大通美国品质因素 ETF | 85,085 | 16.66 | 11,167 | -10.10 | ||||
2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 345 | 37 | ||||||
2025-08-14 | 13F | 圆财富管理有限公司 | 4,805 | 19.44 | 531 | 15.18 | ||||
2025-08-01 | 13F | 特维斯投资管理公司 | 8,677 | 76.58 | 960 | 43.13 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 15,783 | 20.40 | 1,674 | 6.76 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 29,339 | 12.67 | 3,245 | 9.41 | ||||
2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 28,845 | 3.68 | 3,060 | -8.08 | ||||
2025-07-24 | NP | FCAJX - 富达气候行动基金 富达顾问气候行动基金:A 类 | 612 | 65 | ||||||
2025-08-14 | 13F | 大和证券集团公司 | 34,958 | 4.62 | 4 | 0.00 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 3,275 | 24.15 | 362 | 19.87 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 6,140 | 4.46 | 667 | -13.62 | ||||
2025-08-13 | 13F | 挪威银行 | 3,056,746 | 338,107 | ||||||
2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers 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 | 2,118,669 | 20.16 | 234,346 | 15.79 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 16,309 | 26.44 | 1,804 | 21.82 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 91,329 | 6.61 | 10,102 | 2.74 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Put | 30,000 | 3,318 | |||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 100,000 | 11,061 | |||||
2025-08-14 | 13F | 水手有限责任公司 | 97,867 | 9.53 | 10,825 | 5.55 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 27 | 3.85 | 3 | 0.00 | ||||
2025-07-11 | 13F | 布滕斯基和科恩金融安全公司 | 32,694 | 7.08 | 3,616 | 3.20 | ||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,288 | 1,175.25 | 140 | 969.23 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 56,944 | 6.63 | 6,299 | 2.76 | ||||
2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 59 | 11.32 | 7 | 0.00 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 6,625 | 79.54 | 733 | 73.05 | ||||
2025-07-18 | 13F | 德尔泰克资产管理有限公司 | 13,617 | 1,506 | ||||||
2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 269 | 30 | ||||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 114,712 | 14.35 | 12,688 | 10.20 | ||||
2025-08-14 | 13F | 木星财富管理有限责任公司 | 7,400 | 969 | ||||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 35 | 4 | ||||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 10,478 | 1,159 | ||||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 15 | 2 | ||||||
2025-07-25 | 13F | 正义投资有限责任公司 | 35,116 | 23.93 | 3,884 | 19.43 | ||||
2025-03-27 | NP | AGCX - Allspring Global 多空股票基金 C 类 | 32,515 | 175.48 | 4,267 | 112.29 | ||||
2025-08-11 | 13F | Wbi 投资公司 | 7,484 | 828 | ||||||
2025-07-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | 21,364 | 37.12 | 2,266 | 21.63 | ||||
2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 1,756 | 9.61 | 191 | -9.52 | ||||
2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 8,500 | 35.61 | 923 | -16.70 | ||||
2025-04-25 | NP | FAOFX - 富达顾问系列增长机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,300 | 187.50 | 275 | 118.25 | ||||
2025-07-15 | 13F | 西橡树资本有限责任公司 | 22,116 | 17.91 | 24 | 14.29 | ||||
2025-07-25 | 13F | 优素福资本管理有限公司 | 31,676 | 0.96 | 3,504 | -2.72 | ||||
2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 10,140 | 53.85 | 1,122 | 48.28 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 134,700 | 362.89 | 14,800 | 343.08 | |||
2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 8,494 | 4.41 | 923 | -13.59 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 240,600 | 417.42 | 25,949 | 386.21 | |||
2025-08-13 | 13F | 基尔特集团有限公司 | 30 | 3 | ||||||
2025-08-14 | 13F | Occudo 定量策略 Lp | 31,608 | 1.60 | 3,496 | -1.35 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 86,248 | 7.11 | 9,535 | 3.27 | ||||
2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 516 | 24.34 | 57 | 21.28 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 855 | 3.14 | 95 | -1.05 | ||||
2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 3,510 | 372 | ||||||
2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 872,065 | 94,715 | ||||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 22,521 | 6.80 | 2,491 | 2.93 | ||||
2025-07-08 | 13F | 化学财富管理有限责任公司 | 4,134 | 48.92 | 457 | 43.71 | ||||
2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 14,971 | 177.34 | 1,656 | 167.37 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 59 | 59.46 | 0 | |||||
2025-08-25 | 13F | 山顶合伙人有限责任公司 | 8,417 | 12.29 | 931 | 8.14 | ||||
2025-08-06 | NP | SQBIX - X-Square 平衡基金有限责任公司机构类别 | 5,831 | 4.82 | 645 | 0.94 | ||||
2025-05-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 7,200 | 16.13 | 826 | -2.25 | ||||
2025-06-26 | NP | JFCAX - 基本全盘核心基金 A 类 | 182,499 | 1.46 | 19,821 | -16.03 | ||||
2025-08-26 | NP | BVOIX - Barrow Hanley 美国价值机会基金机构股份 | 9,207 | 14.67 | 1,018 | 10.53 | ||||
2025-08-25 | NP | DWSH - AdvisorShares Dorsey Wright 空头 ETF | Short | -1,010 | -13.68 | -112 | -17.16 | |||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 91 | 295.65 | 11 | 400.00 | ||||
2025-08-15 | 13F | 龙骨点有限责任公司 | 3,265 | 63.17 | 361 | 57.64 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 439,910 | 1.44 | 48,658 | -2.25 | ||||
2025-08-14 | 13F | 维京全球投资有限责任公司 | 2,523,594 | 86.72 | 279,135 | 79.94 | ||||
2025-04-18 | 13F | 沃尔夫集团资本顾问 | 2,385 | 274 | ||||||
2025-07-24 | 13F | 美国合众银行\de\ | 16,870 | 6.04 | 1,868 | 2.19 | ||||
2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 2,663 | 7.47 | 295 | 3.52 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 477 | 53 | ||||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 51 | 5 | ||||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 157,407 | 3.79 | 17,096 | -14.11 | ||||
2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 197,131 | 13.66 | 20,912 | 0.79 | ||||
2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 2,480 | 0 | ||||||
2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,563 | 53.45 | 378 | 36.10 | ||||
2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 444 | 13.85 | 49 | 11.36 | ||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 55 | 6 | ||||||
2025-06-26 | NP | FDVLX - 富达价值基金 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 | 220,900 | 55.78 | 23,992 | 28.92 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 12,708 | 1,406 | ||||||
2025-07-23 | NP | Lmp 资本与收入基金公司 | 32,198 | 25.78 | 3,416 | 11.53 | ||||
2025-04-25 | NP | CFMSX - 中盘精选基金栏 | 15,390 | 5.41 | 1,841 | -27.69 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 189 | 21.94 | 21 | 17.65 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 6,590,516 | 1.59 | 728,977 | -2.10 | ||||
2025-08-22 | 13F | Cim投资管理公司 | 15,283 | 99.75 | 1,888 | 114.92 | ||||
2025-06-26 | NP | FVAL - 富达价值因子 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 | 31,736 | 6.44 | 3,447 | -8.86 | ||||
2025-08-26 | NP | EAGL-鹰资本精选股票ETF | 768,827 | 179.77 | 85,040 | 169.61 | ||||
2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,698 | 0.33 | 836 | -16.98 | ||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 114,284 | 0.12 | 12,641 | -3.53 | ||||
2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 369,758 | 1.64 | 40,899 | -2.05 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 45,004 | 2.17 | 4,978 | -1.54 | ||||
2025-08-07 | 13F | 中央信托公司 | 2,210 | 1.24 | 244 | -2.40 | ||||
2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 6,208 | 4.11 | 687 | 0.29 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 5,837 | 24.64 | 1 | |||||
2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 181,674 | 21.12 | 19,732 | 0.23 | ||||
2025-07-29 | NP | 古根海姆战略机会基金 | 134 | 11.67 | 14 | 0.00 | ||||
2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 139 | 15 | ||||||
2025-05-29 | NP | SYMIX - AlphaCentric 对称策略基金 I 类 | 581 | 4.31 | 67 | -12.00 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 18 | 28.57 | 2 | 0.00 | ||||
2025-08-26 | NP | NOSIX - 北方股票指数基金 | 69,691 | 0.40 | 7,709 | -3.25 | ||||
2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 56 | 100.00 | 6 | 100.00 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 654 | 1.87 | 71 | -15.48 | ||||
2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 790,227 | 1.74 | 87,407 | -1.95 | ||||
2025-08-14 | 13F | 高盛集团公司 | 2,599,942 | 2.17 | 287,580 | -1.55 | ||||
2025-08-28 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 136 | 15 |