机构和基金投资人持股 - 买家
在泛林研究公司中开设新头寸的主要持有者包括 VIG - 先锋股息增值指数基金 ETF 股票, DnB 资产管理公司, 极地资本控股有限公司, 梅诺拉·米夫塔希姆控股有限公司, Glenmede投资管理有限公司, 德里豪斯资本管理有限公司, Kodai资本管理有限责任公司, Junto资本管理有限责任公司, 科图创新战略基金, SAMVX - Virtus Ceredex 中盘价值股票基金 A 类, Trybe资本管理有限责任公司, 澳大利亚超级有限公司, Nearwater资本市场有限公司, DREGX - DRIEHAUS 新兴市场增长基金投资者股票类别, HLQVX - 摩根大通大盘价值基金 I 类, 德意志银行\, 曼彻斯特环球管理(英国)有限公司, 极地资产管理合伙公司, 乐天投资管理公司, 和 E 六十三有限公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 14,061 | 20.02 | 1,369 | 60.75 | ||||
2025-06-27 | NP | ESGIX - Dana Epiphany ESG 股票基金机构类别股票 | 11,000 | 788 | ||||||
2025-06-27 | NP | HAPI - 港湾企业文化ETF | 18,721 | 1,342 | ||||||
2025-08-28 | NP | RAYD - 瑞联量化发达市场股票ETF | 6,441 | 627 | ||||||
2025-08-12 | 13F | 美国世纪公司 | 2,203,937 | 34.60 | 214,531 | 80.21 | ||||
2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 4,185 | 2.95 | 407 | 37.97 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 3,083 | 300 | ||||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 45,869 | 37.45 | 3,706 | 44.73 | ||||
2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 305 | 30 | ||||||
2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 1,814,470 | 2.83 | 176,621 | 37.69 | ||||
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 | 11,798 | 0.61 | 953 | 6.01 | ||||
2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 6,359 | 21.96 | 619 | 63.06 | ||||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 15,578 | 216.63 | 1,516 | 327.04 | ||||
2025-08-18 | NP | HNMDX - HEARTLAND 中型价值基金机构级 | 68,290 | 6,647 | ||||||
2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 5,514 | 54.24 | 537 | 106.95 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 164,770 | 102.23 | 16,050 | 170.96 | ||||
2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -106,719 | -10,388 | |||||
2025-08-14 | 13F | 货币概念资本公司 | 2,066 | 201 | ||||||
2025-07-15 | 13F | 麦克亚当有限责任公司 | 3,123 | 304 | ||||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 64 | 18.52 | 6 | 100.00 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | 8,131 | 791 | ||||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 6,000 | 584 | |||||
2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 99,413 | 193.32 | 7,125 | 159.43 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 6,600 | 642 | |||||
2025-08-07 | 13F | 西北银行股份公司 | 70,862 | 6,898 | ||||||
2025-07-30 | NP | CCMG-CCM全球股票ETF | 77,394 | 13.02 | 6,253 | 18.97 | ||||
2025-08-12 | 13F | 关闭资产管理有限公司 | 1,370 | 0 | ||||||
2025-08-06 | 13F | 盈丰资产管理(北美)公司 | 57,427 | 2.49 | 5,588 | 37.23 | ||||
2025-08-15 | 13F | 公平控股公司 | 17,621 | 195.21 | 1,715 | 296.07 | ||||
2025-08-12 | 13F | 规划替代方案有限公司/adv | 6,652 | 13.71 | 648 | 52.24 | ||||
2025-07-16 | 13F | 长荣私人财富有限责任公司 | 30 | 3 | ||||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 4,459 | 13.72 | 434 | 52.28 | ||||
2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 9,677,640 | 12.62 | 942,022 | 50.79 | ||||
2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 5,834,468 | 1.66 | 418,156 | -10.10 | ||||
2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 84,166 | 8,193 | ||||||
2025-05-27 | NP | BLACKROCK BOND FUND, INC. - 贝莱德总回报基金投资者 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 | 13,403 | 974 | ||||||
2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 220,493 | 8.48 | 21,463 | 45.25 | ||||
2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 440,437 | 47.44 | 42,872 | 97.41 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 33,802,736 | 3.48 | 3,280,484 | 38.41 | ||||
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 | 7,988 | 53.32 | 645 | 61.65 | ||||
2025-08-14 | 13F | SRN 顾问有限公司 | 11,251 | 4.38 | 1,095 | 39.85 | ||||
2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 59,216 | 107.16 | 5,764 | 177.38 | ||||
2025-07-29 | 13F | 弗吉尼亚退休系统等 | 606,375 | 97.76 | 59,025 | 164.79 | ||||
2025-08-19 | 13F | 霍希默财富管理有限公司 | 48,509 | 1.31 | 4,722 | 35.62 | ||||
2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 313 | 24.21 | 30 | 66.67 | ||||
2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 175,127 | 16.24 | 14,149 | 22.38 | ||||
2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 65,337 | 8.01 | 5,279 | 13.70 | ||||
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 | 5,956 | 5.88 | 427 | -6.37 | ||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 192,618 | 45.52 | 18,749 | 94.86 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 418 | 4.50 | 41 | 37.93 | ||||
2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 2,281 | 225 | ||||||
2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 230 | 91.67 | 22 | 175.00 | ||||
2025-08-04 | 13F | GAM控股公司 | 144,036 | 35.00 | 14,020 | 80.76 | ||||
2025-07-18 | 13F | 埃瓦有限责任公司 | 2,963 | 288 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 123,167 | 31.94 | 8,827 | 16.67 | ||||
2025-08-12 | 13F | 支点资产管理有限公司 | 2,834 | 276 | ||||||
2025-08-11 | 13F | 美国信安证券公司 | 51,218 | 66.80 | 4,986 | 124.85 | ||||
2025-07-24 | 13F | Krs资本管理有限公司 | 14,498 | 1,411 | ||||||
2025-07-23 | NP | CFMCX - 中型股基金 | 16,478 | 97.03 | 1,331 | 107.64 | ||||
2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 6,520 | 0.32 | 635 | 34.32 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 277 | 27 | ||||||
2025-07-10 | 13F | 三角证券财富管理 | 17,587 | 0.26 | 1,712 | 34.20 | ||||
2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 37,970 | 15.58 | 3,068 | 21.66 | ||||
2025-08-12 | 13F | 企业金融服务公司 | 4,160 | 3.25 | 405 | 38.36 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 20,997 | 0.60 | 2,044 | 34.67 | ||||
2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 10,614 | 90.69 | 1,033 | 155.69 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 194,171 | 3.84 | 18,901 | 39.03 | ||||
2025-08-01 | 13F | Envestnet资产管理公司 | 3,495,415 | 12.13 | 340,244 | 50.13 | ||||
2025-07-24 | 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 | 20,144 | 25.53 | 1,627 | 32.17 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 3,933,581 | 24.65 | 382,894 | 66.90 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | Call | 240,300 | 496.28 | 23,391 | 698.33 | |||
2025-08-13 | 13F | Nearwater资本市场有限公司 | 320,000 | 31,149 | ||||||
2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 2,720 | 265 | ||||||
2025-08-13 | 13F | 裸金融服务公司 | 42 | 180.00 | 4 | 300.00 | ||||
2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 158,943 | 181.86 | 15,472 | 277.43 | ||||
2025-08-19 | 13F | 财富集团有限公司 | 6,389 | 0.61 | 1 | |||||
2025-08-01 | 13F | 战略金融服务公司, | 38,827 | 0.07 | 3,779 | 34.01 | ||||
2025-07-21 | 13F | 库存银行和信托公司 | 3,649 | 1.08 | 355 | 35.50 | ||||
2025-04-01 | NP | TRFM - AAM 变形金刚 ETF | 5,963 | 60.38 | 483 | 75.00 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 23,500 | 2,287 | |||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 27,300 | 2,657 | |||||
2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 367 | 26 | ||||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 2,406 | 234 | ||||||
2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 7,000 | 681 | |||||
2025-08-26 | NP | IXN - iShares 全球科技 ETF | 403,170 | 0.01 | 39,245 | 33.91 | ||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 36,633 | 27.96 | 3,857 | 90.04 | ||||
2025-08-06 | 13F | 本斯勒有限责任公司 | 2,340 | 228 | ||||||
2025-07-24 | 13F | 林登沃尔德顾问公司 | 21,674 | 1.22 | 2,110 | 35.54 | ||||
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 | 18,800 | 20.51 | 1,519 | 26.82 | ||||
2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 11,201 | 24,250.00 | 860 | 2,221.62 | ||||
2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 179 | 39.84 | 13 | -89.74 | ||||
2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 300 | 7.53 | 22 | -4.55 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 10,594,574 | 34.07 | 1,029,210 | 83.02 | ||||
2025-08-05 | 13F | 再顾问公司 | 1,135,700 | 0.34 | 110,549 | 34.36 | ||||
2025-07-18 | 13F | 第一太平金融 | 1,766 | 7.68 | 172 | 43.70 | ||||
2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 600 | 20.00 | 58 | 61.11 | ||||
2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 55,710 | 42.96 | 3,993 | 26.41 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 72,179 | 53.83 | 7,026 | 105.95 | ||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 401,300 | 0.63 | 39,063 | 34.73 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 2,300 | 224 | ||||||
2025-07-24 | 13F | 卡特玛兰资本有限责任公司 | 49,471 | 0.68 | 4,816 | 34.80 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 1,030,267 | 23.56 | 100,290 | 65.44 | ||||
2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 144,934 | 51.85 | 14,108 | 103.33 | ||||
2025-08-12 | 13F | 改变路径有限责任公司 | 18,933 | 41.25 | 1,843 | 89.12 | ||||
2025-08-14 | 13F | Trybe资本管理有限责任公司 | 336,041 | 32,710 | ||||||
2025-08-07 | 13F | 虎钳技术公司 | 45,206 | 108.48 | 4,400 | 180.97 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 88,527 | 17.21 | 8,617 | 56.96 | ||||
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 | 30,277 | 654.47 | 2,170 | -41.31 | ||||
2025-07-17 | 13F | 城市控股公司 | 500 | 81.82 | 49 | 152.63 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 47,865 | 14.76 | 4,659 | 53.66 | ||||
2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 699 | 51.96 | 68 | 106.06 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 1,443,713 | 14.36 | 140,389 | 52.62 | ||||
2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 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 | 163,978 | 1.08 | 11,752 | -10.62 | ||||
2025-08-12 | 13F | 富腾金融集团有限公司 | 25,925 | 169.38 | 2,524 | 260.94 | ||||
2025-08-12 | 13F | 新共和资本有限责任公司 | 2,561 | 250 | ||||||
2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 343,050 | 25.53 | 27,715 | 32.16 | ||||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 2,985 | 1.19 | 291 | 35.51 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,271,816 | 0.73 | 123,799 | 34.87 | ||||
2025-07-28 | 13F | 晨星投资管理有限责任公司 | 2,437 | 0 | ||||||
2025-07-31 | 13F | 镇流器顾问有限公司 | 2,121 | 206 | ||||||
2025-07-14 | 13F/A | 寻求第一公司 | 9,346 | 0.35 | 910 | 34.27 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 8,840 | 17.32 | 862 | 56.83 | ||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 71,133 | 620.48 | 6,926 | 864.48 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 618,118 | 2.02 | 60,168 | 36.60 | ||||
2025-07-16 | 13F | Encompass 财富顾问有限公司 | 14,818 | 0.05 | 1,442 | 34.01 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 667,781 | 28.58 | 65,002 | 72.16 | ||||
2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 10,948 | 1.25 | 1,066 | 35.50 | ||||
2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 2,898 | 0.28 | 208 | -11.54 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 30,235 | 3.30 | 2,943 | 38.36 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 192,258 | 0.77 | 18,714 | 34.92 | ||||
2025-08-08 | 13F | 木星资产管理有限公司 | 766,339 | 971.94 | 74,595 | 1,335.35 | ||||
2025-07-31 | 13F | 沃恩大卫投资公司/il | 620,609 | 0.14 | 60 | 33.33 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,216,694 | 1.45 | 118,433 | 35.84 | ||||
2025-07-07 | 13F | 企业银行信托公司 | 2,640 | 257 | ||||||
2025-08-14 | 13F | Junto资本管理有限责任公司 | 490,491 | 47,744 | ||||||
2025-08-26 | NP | 机构投资策略基金 | 94 | 11.90 | 9 | 50.00 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 1,069 | 0 | ||||||
2025-08-14 | 13F | 沙山全球顾问有限公司 | 15,260 | 1,485 | ||||||
2025-08-12 | 13F | 少尉峰顾问公司 | 1,003,847 | 63.41 | 97,714 | 118.80 | ||||
2025-07-09 | 13F | 网关投资顾问有限公司 | 120,637 | 8.20 | 11,743 | 44.87 | ||||
2025-08-01 | 13F | 达美投资管理有限责任公司 | 3,783 | 0.08 | 368 | 34.31 | ||||
2025-07-24 | 13F/A | TFR 资本有限责任公司 | 2,088 | 203 | ||||||
2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 11,617 | 41.67 | 1,131 | 89.60 | ||||
2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 419 | 30 | ||||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | Call | 104,600 | 10,181 | |||||
2025-07-07 | 13F | 洞察财富策略有限责任公司 | 107,553 | 1.68 | 10,412 | 35.41 | ||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 104,600 | 10,181 | |||||
2025-08-12 | 13F | 联合银行 | 968,302 | 0.51 | 94,255 | 34.58 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 18,715 | 14.89 | 1,517 | 25.19 | ||||
2025-08-26 | NP | GGEYX - 机构成长股票基金 | 75,001 | 336.76 | 7,301 | 336.86 | ||||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 15,853 | 1.13 | 1,543 | 35.47 | ||||
2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 791,403 | 58.18 | 56,720 | 39.88 | ||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 186,730 | 1.13 | 13,383 | -10.58 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 341,035 | 63.55 | 33,196 | 118.99 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 514,099 | 15.12 | 50 | 56.25 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 16,077 | 12.81 | 1,565 | 50.97 | ||||
2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | 6,920 | 496 | ||||||
2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 104,381 | 0.00 | 10,160 | 33.90 | ||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 19,600 | 2.13 | 1,859 | 35.13 | ||||
2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 10,200 | 3.03 | 993 | 37.97 | ||||
2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 8,625,898 | 2.29 | 696,886 | 7.69 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 317,600 | 13.23 | 30,912 | 51.69 | |||
2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 796 | 5,206.67 | 77 | 7,600.00 | ||||
2025-07-08 | 13F | NBC 证券公司 | 8,554 | 47.13 | 1 | |||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 1,216 | 4,093.10 | 113 | 33.33 | ||||
2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 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 | 40,254 | 21.61 | 3,252 | 28.03 | ||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 88,496 | 973.85 | 7,173 | -5.52 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 6,622 | 0.09 | 645 | 34.17 | ||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 33,196 | 8.07 | 3,231 | 44.69 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 78,100 | 7,602 | |||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 28,800 | 2,803 | |||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 3,740,029 | 4.08 | 364,054 | 39.35 | ||||
2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 889,317 | 63.87 | 86,566 | 119.42 | ||||
2025-08-11 | 13F | 鲍德温投资管理有限公司 | 101,768 | 0.36 | 9,906 | 34.37 | ||||
2025-05-12 | 13F | Pinpoint资产管理有限公司 | 18,084 | 1,315 | ||||||
2025-08-15 | 13F | 库克森财富有限责任公司 | 50 | 5 | ||||||
2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 61,874 | 9.71 | 6 | 50.00 | ||||
2025-07-16 | 13F | 海湾私人财富有限责任公司 | 5,760 | 561 | ||||||
2025-08-04 | 13F | 精明顾问公司 | 6,644 | 95.87 | 647 | 162.60 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 684,215 | 0.37 | 66,601 | 34.38 | ||||
2025-08-11 | 13F | 湖街金融有限公司 | 12,889 | 1,255 | ||||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 1,285 | 1,007.76 | 125 | 1,462.50 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 1,215 | 4.29 | 118 | 40.48 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 7,421,772 | 0.41 | 722,426 | 34.60 | ||||
2025-07-15 | 13F | 世界股权集团有限公司 | 6,740 | 16.41 | 656 | 56.19 | ||||
2025-07-07 | 13F | 西联银行 | 4,004 | 24.04 | 390 | 66.24 | ||||
2025-08-07 | 13F | 第1620章 | 1,477 | 13,327.27 | 144 | |||||
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 | 49 | 16.67 | 4 | 0.00 | ||||
2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 3,938 | 5.01 | 318 | 10.80 | ||||
2025-08-21 | NP | SMH - VanEck Vectors 半导体 ETF | 12,026,912 | 22.41 | 1,170,700 | 63.90 | ||||
2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 129,206 | 12,577 | ||||||
2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 168,148 | 1.29 | 16,368 | 35.61 | ||||
2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,306,416 | 14.17 | 236,971 | 0.96 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 49,638 | 10.35 | 4,832 | 47.74 | ||||
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 | 10,914 | 18.59 | 882 | 24.79 | ||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 4,835,891 | 0.98 | 470,726 | 35.20 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 30,103 | 9.51 | 2,937 | 46.56 | ||||
2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 31,773 | 9.15 | 3,093 | 46.12 | ||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 2,569 | 250 | ||||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 290 | 21 | ||||||
2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 269,601 | 69.97 | 26,243 | 127.58 | ||||
2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 34,013 | 6.94 | 2,748 | 12.58 | ||||
2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 579,672 | 1.90 | 56,425 | 36.43 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 67,681 | 32.66 | 6,588 | 77.67 | ||||
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 | 104,430 | 40.46 | 7,484 | 24.22 | ||||
2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 24,540 | 11.14 | 2,389 | 48.79 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 3,074,962 | 0.66 | 299,317 | 34.78 | ||||
2025-08-28 | NP | ADSIX - 纪律成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,034 | 241.79 | 685 | 359.06 | ||||
2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 33,442 | 0.42 | 3,255 | 34.45 | ||||
2025-08-29 | 13F | Evolution Wealth Management公司 | 617 | 60 | ||||||
2025-08-08 | 13F | 国民年金服务 | 3,421,664 | 7.50 | 333,065 | 43.94 | ||||
2025-08-01 | 13F | 詹姆斯投资研究公司 | 4,355 | 8.88 | 424 | 45.86 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -33,602 | 135.72 | -3,271 | 215.64 | |||
2025-03-27 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 32,404 | 570.20 | 2,626 | -34.17 | ||||
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 | 85,591 | 24.67 | 6,134 | 10.24 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 49,515 | 2.56 | 4,820 | 37.33 | ||||
2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 4,100 | 57.87 | 399 | 112.23 | ||||
2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 5,922 | 576 | ||||||
2025-07-07 | 13F | 萨默塞特信托公司 | 4,807 | 5.63 | 468 | 41.52 | ||||
2025-07-22 | NP | GVIP - 高盛对冲行业 VIP ETF | 77,077 | 6,227 | ||||||
2025-07-29 | 13F | 私人信托公司 | 8,118 | 26.04 | 790 | 68.80 | ||||
2025-08-29 | NP | SUPP - 一号引擎变革供应链 ETF | 1,806 | 44.02 | 171 | 92.13 | ||||
2025-07-22 | 13F | 威尔纳和海勒有限公司 | 12,526 | 12.08 | 1,219 | 50.12 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 5,648 | 11.12 | 405 | -1.70 | ||||
2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 3,326 | 0.51 | 324 | 34.58 | ||||
2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 2,406 | 234 | ||||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 8,823 | 859 | ||||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 23,123 | 528.68 | 2,251 | 742.70 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 438 | 12.89 | 43 | 50.00 | ||||
2025-08-11 | 13F | 花旗集团 | Put | 605,000 | 266.67 | 58,891 | 390.95 | |||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 42,130 | -375.65 | 4,101 | -471.71 | ||||
2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 2,953 | 1.03 | 287 | 35.38 | ||||
2025-07-22 | 13F | 汇合财富服务公司 | 2,258 | 220 | ||||||
2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 5,437 | 2.14 | 529 | 37.05 | ||||
2025-07-18 | 13F | 邮政银行资产管理公司 | 23,237 | 203.36 | 2,262 | 306.65 | ||||
2025-08-11 | 13F | 花旗集团 | Call | 564,200 | 23.19 | 54,919 | 64.94 | |||
2025-08-11 | 13F | 花旗集团 | 5,845,471 | 12.32 | 568,998 | 50.38 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 7,200 | 4.35 | 701 | 39.72 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 52 | 4 | ||||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 15,395 | 5.94 | 1,495 | 37.06 | ||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 8,212 | 14.98 | 799 | 53.95 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 24,530 | 2.56 | 2,388 | 37.34 | ||||
2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 94,945 | 2.34 | 9,242 | 36.78 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 1,301,501 | 12.62 | 126,688 | 50.78 | ||||
2025-07-22 | 13F | Eads & Heald 财富管理 | 24,128 | 3.49 | 2 | 100.00 | ||||
2025-08-19 | 13F | Marex 集团 | 11,046 | 1,075 | ||||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 186 | 165.71 | 18 | 260.00 | ||||
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 | 96,334 | 2.83 | 7,783 | 8.25 | ||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 4,930 | 80.39 | 398 | 90.43 | ||||
2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 5,325 | 518 | ||||||
2025-07-31 | 13F | 最佳投资顾问 | 9,700 | 4.86 | 944 | 40.48 | ||||
2025-07-28 | 13F | 道明资产管理公司 | 2,952,409 | 9.20 | 287,387 | 46.21 | ||||
2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 822,722 | 4.16 | 80,084 | 39.46 | ||||
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 | 9,277 | 11.97 | 749 | 17.95 | ||||
2025-07-16 | 13F | FCG投资公司 | 13,924 | 54.44 | 1,355 | 106.87 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 154 | 9.22 | 12 | 20.00 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 7,780 | 6.05 | 759 | 41.68 | ||||
2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 70,615 | 219.42 | 5,061 | 182.52 | ||||
2025-08-15 | 13F | 莫尔斯资产管理公司 | 23,870 | 1.27 | 2,324 | 35.61 | ||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 118,725 | 12.63 | 11,557 | 50.80 | ||||
2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 9,077 | 10.04 | 884 | 47.41 | ||||
2025-08-07 | 13F | 投资管理公司 /va/ /adv | 5,555 | 1.37 | 541 | 35.68 | ||||
2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 57,447 | 202.29 | 5,592 | 304.85 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 25,667 | 3.97 | 2,498 | 39.24 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 25,445 | 10.02 | 2,478 | 47.32 | ||||
2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 35,058 | 3,413 | ||||||
2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 2,237 | 218 | ||||||
2025-07-14 | 13F | 富达财富管理 | 871 | 3.44 | 85 | 37.70 | ||||
2025-06-25 | NP | LCLAX - ClearBridge Select 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 | 310,300 | 128.16 | 22,239 | 101.77 | ||||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 421 | 207.30 | 41 | 344.44 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 660,570 | 5.01 | 64,300 | 40.59 | ||||
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 | 151,093 | 0.37 | 10,829 | -11.25 | ||||
2025-07-11 | 13F | 韦瑟利资产管理公司 | 20,365 | 0.07 | 1,987 | 33.92 | ||||
2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 29,470 | 2,869 | ||||||
2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 60,321 | 648.12 | 5,872 | 901.88 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 36 | 4 | ||||||
2025-07-30 | 13F | 库克森皮尔斯公司 | 10,469 | 25.38 | 1,019 | 67.87 | ||||
2025-08-22 | NP | 德国 DWS 变量系列 II - DWS Global Income Builder VIP A 级 | 900 | 741.12 | 88 | 4.82 | ||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 14,318 | 4.45 | 1,394 | 39.86 | ||||
2025-08-05 | 13F | 里程碑资产管理有限公司 | 13,443 | 1.59 | 1,309 | 35.97 | ||||
2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 83,288 | 1.07 | 8,107 | 35.34 | ||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 19,615 | 7.98 | 1,585 | 13.63 | ||||
2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 692,081 | 108.71 | 67,367 | 179.46 | ||||
2025-08-14 | 13F | 道富银行 | 59,551,547 | 1.07 | 5,810,172 | 35.22 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 123,574 | 9.14 | 12,029 | 46.13 | ||||
2025-08-14 | 13F | 民兵资本合伙公司 | 7,000 | 681 | ||||||
2025-08-18 | NP | 太平洋精选基金 - 中型价值投资组合 I 类 | 25,846 | 105.03 | 2,516 | 174.56 | ||||
2025-07-10 | 13F | 卡德罗克资本管理公司 | 118,243 | 8.58 | 11,510 | 45.37 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 36,808 | 2.46 | 3,583 | 37.19 | ||||
2025-06-24 | NP | SWLSX - 嘉信大盘成长基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,231 | 82.26 | 3,098 | 61.19 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | 2,316,879 | 4.00 | 225,525 | 39.25 | ||||
2025-07-03 | 13F | 麦克莱恩资产管理公司 | 4,992 | 1.67 | 493 | 67.12 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 38,142 | 64.87 | 3,713 | 120.82 | ||||
2025-08-12 | 13F | MWA资产管理 | 29,492 | 26.55 | 2,871 | 69.42 | ||||
2025-08-28 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- Invesco Oppenheimer VI 全球基金系列 II | 142,165 | 3.73 | 13,838 | 38.89 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Put | 162,500 | 24.81 | 15,818 | 67.11 | |||
2025-07-29 | 13F | 价值观第一顾问公司 | 8,835 | 7.76 | 860 | 44.37 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 1,120,512 | 65.35 | 109,071 | 121.39 | ||||
2025-08-15 | NP | LCAP——本金增值精选ETF | 6,503 | 212.79 | 633 | 319.21 | ||||
2025-07-15 | 13F | 卡尔金融集团公司 | 5,437 | 0.31 | 529 | 34.26 | ||||
2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 1,122,432 | 9.87 | 109,258 | 47.11 | ||||
2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 2,500 | 0 | ||||||
2025-07-28 | NP | VCULX - 成长基金 | 18,737 | 0.68 | 1,514 | 10.12 | ||||
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 | 6,235 | 1,631.94 | 447 | 1,615.38 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 85,561 | 174.90 | 8,336 | 267.87 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 4,595 | 79.49 | 329 | 58.94 | ||||
2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 168,621 | 11.30 | 16,191 | 47.19 | ||||
2025-08-14 | 13F | 布罗伊希尔资产管理公司 | 2,690 | 262 | ||||||
2025-08-29 | NP | JAFSX - 科学技术信托资产净值 | 241,785 | 51.21 | 23,535 | 102.47 | ||||
2025-08-11 | 13F | LSV资产管理 | 96,280 | 0.33 | 9 | 50.00 | ||||
2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 5,213 | 22.34 | 507 | 64.08 | ||||
2025-08-27 | NP | APHNX - Artisan Select 股票基金机构股票 | 19,364 | 8.77 | 1,885 | 45.60 | ||||
2025-08-14 | 13F | 山顶控股公司 | 25,793 | 39.64 | 2,511 | 87.03 | ||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 9,480 | 30.40 | 1 | |||||
2025-07-31 | 13F | SoundView Advisors Inc. | 14,968 | 1.82 | 1 | 0.00 | ||||
2025-08-14 | 13F | Voya 财务顾问公司 | 4,033 | 23.03 | 392 | 64.71 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通美国科技领袖基金 Y 级 | 4,204 | 9.22 | 409 | 46.59 | ||||
2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 2,740 | 267 | ||||||
2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 14,243 | 74.16 | 1,021 | 54.08 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 24,439 | 40.76 | 2,439 | 108.28 | ||||
2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 34,162 | 187.73 | 2,760 | 202.85 | ||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 10,859 | 11.58 | 1,057 | 49.50 | ||||
2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 3,034 | 295 | ||||||
2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 2,186 | 0 | ||||||
2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 37,684 | 235,425.00 | 3,629 | 36.12 | ||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 838 | 6.75 | 68 | 11.67 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 3,034 | 295 | ||||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 1,400,232 | 12.60 | 136,299 | 50.77 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 1,222,223 | 3.17 | 118,971 | 38.14 | ||||
2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 6,790 | 16,875.00 | 661 | 32,900.00 | ||||
2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,380,266 | 0.45 | 192,302 | 5.75 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 7,596 | 1.47 | 739 | 35.85 | ||||
2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 5,544 | 64.66 | 1 | |||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 423,000 | 479.45 | 41,175 | 675.84 | |||
2025-08-13 | 13F | 莫顿社区银行 | 55,599 | 2.39 | 5,412 | 37.12 | ||||
2025-08-14 | 13F | 安盛公司 | 793,787 | 26.03 | 77,267 | 68.75 | ||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 7,737 | 180.22 | 753 | 276.50 | ||||
2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 3,219 | 313 | ||||||
2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 575,535 | 56,023 | ||||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 7,905 | 12.26 | 771 | 50.88 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 42,886 | 47.00 | 4,174 | 96.89 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 11,654 | 2.53 | 1,134 | 37.29 | ||||
2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 8,045 | 0.56 | 779 | 43.54 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 8,742 | 6.49 | 851 | 42.79 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 77 | 6 | ||||||
2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 672,351 | 65,447 | ||||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 291 | 200.00 | 28 | 300.00 | ||||
2025-08-13 | 13F | 第1832章 | 319,218 | 574.64 | 31,073 | 803.52 | ||||
2025-07-28 | 13F | 港口投资公司 | 3,230 | 6.32 | 314 | 42.73 | ||||
2025-07-15 | 13F | Kwmg 有限公司 | 84,987 | 2.10 | 8,273 | 36.70 | ||||
2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 2,037,492 | 1.96 | 198,329 | 36.52 | ||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 562,563 | 20.27 | 54,760 | 61.03 | ||||
2025-08-26 | NP | JTEK - 摩根大通美国科技领袖ETF | 401,105 | 28.52 | 39,044 | 72.08 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 47,580 | 23.50 | 3,470 | 24.29 | ||||
2025-08-14 | 13F | 桥前资本有限责任公司 | 13,528 | 55.89 | 1,317 | 108.89 | ||||
2025-07-22 | 13F | 萨瓦信息公司 | 75,250 | 3.08 | 7,325 | 38.01 | ||||
2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 11,939 | 14.67 | 1,162 | 53.70 | ||||
2025-08-11 | 13F | 八面体资本管理有限公司 | 8,000 | 779 | ||||||
2025-08-26 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 234,194 | 22,796 | ||||||
2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 30,600 | 3.73 | 2,472 | 9.24 | ||||
2025-08-13 | 13F | 布朗咨询公司 | 34,983 | 1.07 | 3,405 | 35.33 | ||||
2025-08-08 | 13F | 认可投资者公司 | 2,180 | 212 | ||||||
2025-08-12 | 13F/A | 科扎德资产管理公司 | 171,090 | 6.17 | 16,654 | 42.16 | ||||
2025-04-28 | NP | GMAEX - GMO 周期性焦点基金 VI 级 | 17,890 | 7.95 | 1,373 | 12.09 | ||||
2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 18,320 | 6.96 | 1,313 | -5.48 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 192,821 | 6.88 | 18,769 | 43.11 | ||||
2025-08-11 | 13F | LCNB公司 | 21,704 | 6.50 | 2,113 | 42.61 | ||||
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 | 609 | 14.69 | 44 | 0.00 | ||||
2025-03-27 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 11,730 | 28.39 | 951 | 39.91 | ||||
2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 18,215 | 1,472 | ||||||
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 | 448,570 | 16.95 | 43,664 | 56.58 | ||||
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 | 777,287 | 9.86 | 55,708 | -2.85 | ||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 4,232 | 11.13 | 412 | 48.91 | ||||
2025-08-05 | 13F | 使命财富管理有限公司 | Put | 487 | -68.15 | |||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 529,384 | 14.59 | 51,530 | 53.43 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 361,014 | 31.52 | 35,210 | 75.91 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 32,800 | 40.77 | 3,193 | 88.54 | |||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 21,801 | 11.02 | 1,761 | 16.93 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 841 | 10.66 | 60 | -1.64 | ||||
2025-08-07 | 13F | STF管理有限合伙人 | 20,152 | 2.60 | 1,962 | 37.42 | ||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 2,704 | 5.38 | 263 | 41.40 | ||||
2025-06-27 | NP | SOXL - Direxion 每日半导体牛市 3 倍股票 | 3,726,790 | 5.85 | 267,099 | -6.40 | ||||
2025-07-24 | 13F | PDS 规划公司 | 7,749 | 5.76 | 754 | 41.73 | ||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 44,148 | 43.32 | 4,297 | 91.92 | ||||
2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | Call | 146,000 | 801.23 | 14,212 | 1,107.39 | |||
2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | 482,330 | 2,141.94 | 46,950 | 2,901.92 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 4,000 | 0 | ||||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 28,255 | 2,750 | ||||||
2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 3,000 | 292 | ||||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 6,879,899 | 19.88 | 670 | 60.43 | ||||
2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 81,686 | 14.50 | 7,951 | 53.32 | ||||
2025-08-27 | NP | ARTGX - Artisan 全球价值基金投资者股票 | 426,881 | 2.83 | 41,553 | 37.68 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 95 | 196.88 | 9 | 350.00 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 11,089 | 23.94 | 1,079 | 66.00 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 537,348 | 28.85 | 52,428 | 72.39 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 1,153 | 112 | ||||||
2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 11,660 | 133.20 | 1,135 | 212.40 | ||||
2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 384 | 204.76 | 31 | 244.44 | ||||
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 | 3,870 | 21.24 | 277 | 7.36 | ||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 287 | 28 | ||||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 246,691 | 8.35 | 23,882 | 44.02 | ||||
2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 51,181 | 9.53 | 4,982 | 46.67 | ||||
2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 4,335 | 14.32 | 422 | 53.09 | ||||
2025-05-09 | 13F | 达美金融集团有限公司 | 5,501 | 2.06 | 0 | |||||
2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 2,749 | 268 | ||||||
2025-08-14 | 13F | EP 财富顾问公司 | 46,721 | 9.16 | 4,548 | 46.16 | ||||
2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 110,574 | 45.68 | 10,763 | 95.09 | ||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 1,589,710 | 6.00 | 128,433 | 11.59 | ||||
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 | 6,391 | 52.02 | 622 | 103.93 | ||||
2025-08-26 | NP | 贝莱德科技信托 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 | 174,672 | 30.25 | 17,003 | 74.40 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 1,930,945 | 11.52 | 187,958 | 49.32 | ||||
2025-07-23 | 13F | 定义财务规划有限责任公司 | 2,231 | 225 | ||||||
2025-07-16 | 13F | BankPlus财富管理有限公司 | 5,248 | 2.04 | 511 | 36.73 | ||||
2025-08-14 | 13F | 极地资产管理合伙公司 | 218,970 | 21,315 | ||||||
2025-07-30 | 13F | 达戴维森公司 | 105,407 | 2.33 | 10,260 | 37.02 | ||||
2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 7,400 | 21.31 | 598 | 27.56 | ||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 64,230 | 7.56 | 6,252 | 44.02 | ||||
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 | 369,194 | 7.00 | 29,827 | 12.65 | ||||
2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 2,506 | 244 | ||||||
2025-04-17 | 13F | 蒙特西托银行与信托 | 9,791 | 712 | ||||||
2025-08-05 | 13F | 西格玛规划公司 | 18,208 | 1.52 | 1,772 | 35.99 | ||||
2025-04-02 | 13F | 马库姆财富有限责任公司 | 3,721 | 271 | ||||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 78,209 | 10.12 | 7,613 | 47.43 | ||||
2025-07-14 | 13F | 芝加哥信托公司 | 30,466 | 5.73 | 2,966 | 41.60 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 6,094 | 3.25 | 593 | 38.23 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 32,606 | 4.55 | 2,337 | -7.56 | ||||
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 | 135,649 | 6.34 | 13,204 | 42.39 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 442,905 | 0.17 | 43,112 | 34.12 | ||||
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 | 1,391,407 | 2.54 | 135,440 | 37.29 | ||||
2025-07-31 | 13F | Azzad 资产管理公司 /adv | 51,494 | 3.97 | 5,012 | 39.22 | ||||
2025-08-08 | 13F | 菲埃拉资本公司 | 94,653 | 9,214 | ||||||
2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 6,765 | 127.78 | 492 | 129.44 | ||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 3,619 | 4.50 | 352 | 40.24 | ||||
2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 2,284 | 222 | ||||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 58,104 | 4,224 | ||||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 101,251 | 0.21 | 9,856 | 34.17 | ||||
2025-07-16 | 13F/A | CX 机构 | 33,952 | 8.89 | 3 | 50.00 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 51 | 537.50 | 5 | |||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 2,264 | 12.64 | 220 | 50.68 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 6,275 | 5.85 | 611 | 41.86 | ||||
2025-06-27 | NP | ITYAX - 景顺科技基金A类 | 502,634 | 982.24 | 36,024 | -15.81 | ||||
2025-07-14 | 13F | 格里斯金融有限公司 | 13,400 | 13.93 | 1,304 | 52.51 | ||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 1,033,851 | 0.91 | 100,635 | 35.11 | ||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 8,791 | 63.71 | 856 | 119.23 | ||||
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 | 28,532 | 5.47 | 2,777 | 41.25 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 130,025 | 6.66 | 12,657 | 42.81 | ||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 993 | 2.06 | 97 | 37.14 | ||||
2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 3,331 | 1,565.50 | 324 | 2,214.29 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 7,940 | 3.52 | 773 | 38.60 | ||||
2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 77,444 | 51.94 | 7,538 | 103.45 | ||||
2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 2,750 | 268 | ||||||
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) | 7,177 | 25.47 | 699 | 68.19 | ||||
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 | 26,987 | 1,934 | ||||||
2025-08-14 | 13F | 福帆资本有限责任公司 | 4,367 | 6.10 | 425 | 42.14 | ||||
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 | 736,749 | 0.47 | 59,522 | 5.77 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 15,100 | 1,470 | |||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 11,300 | 1,100 | |||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 663,995 | 15.18 | 64,633 | 54.21 | ||||
2025-08-07 | 13F | 恩瓦姆有限公司 | 22,032 | 61.73 | 2,183 | 120.51 | ||||
2025-08-04 | 13F | 科瓦克顾问公司 | 7,119 | 5.25 | 693 | 40.94 | ||||
2025-07-22 | 13F | 贾米森私人财富管理公司 | 7,786 | 21.50 | 758 | 62.80 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 2,155,423 | 12.63 | 209,808 | 50.81 | ||||
2025-08-26 | NP | DREGX - DRIEHAUS 新兴市场增长基金投资者股票类别 | 245,941 | 23,940 | ||||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 11,400 | 14.00 | 1,110 | 52.54 | ||||
2025-08-13 | 13F | 咨询研究公司 | 26,991 | 47.23 | 2,627 | 97.22 | ||||
2025-07-23 | 13F | 元素财富有限责任公司 | 2,811 | 0.04 | 274 | 33.82 | ||||
2025-08-11 | 13F | Martingale 资产管理公司 | 8,056 | 784 | ||||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 14,067 | 3.63 | 1,350 | 39.22 | ||||
2025-08-07 | 13F | 纳维利尔联合公司 | 2,250 | 219 | ||||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 110,936 | 1.40 | 10,799 | 35.77 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 1,592,753 | 669.13 | 155 | 933.33 | ||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 46,338 | 104.56 | 4,511 | 174.00 | ||||
2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 408,693 | 26.67 | 29,291 | 12.01 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 130,061 | 0.28 | 12,660 | 34.27 | ||||
2025-08-14 | 13F | Sig 经纪公司 | 18,722 | 48.75 | 1,822 | 99.13 | ||||
2025-07-25 | 13F | 谷溪资本集团有限公司 | 6,760 | 1.96 | 658 | 36.51 | ||||
2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 3,404 | 331 | ||||||
2025-07-10 | 13F | 科扎克联合公司 | 926 | 0.22 | 92 | 48.39 | ||||
2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,957 | 106.64 | 288 | -75.41 | ||||
2025-07-14 | 13F | UMA 金融服务公司 | 55 | 96.43 | 5 | 150.00 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 151 | 15 | ||||||
2025-08-29 | NP | BEEZ - Honeytree 美国股票 ETF | 4,147 | 7.91 | 404 | 44.44 | ||||
2025-08-13 | 13F | 蓝鲸资本 | 1,879,528 | 1.92 | 182,953 | 36.47 | ||||
2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金:A 类 | 1,873 | 19.83 | 151 | 26.89 | ||||
2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 5,467 | 9.06 | 532 | 46.15 | ||||
2025-05-30 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 3,505 | 255 | ||||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 365,060 | 19.08 | 36 | 59.09 | ||||
2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 1,725 | 737.38 | 124 | -33.15 | ||||
2025-08-08 | 13F | 三菱日联信托银行 | 898,951 | 3.43 | 87,504 | 38.48 | ||||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 150 | 15.38 | 15 | 55.56 | ||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 91,473 | 35.22 | 8,904 | 81.09 | ||||
2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 17,035 | 4,767.14 | 1,376 | 379.44 | ||||
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 | 558,603 | 0.27 | 45,130 | 5.56 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 技术投资组合初始类别 | 13,890 | 5.20 | 1,352 | 40.98 | ||||
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 | 14,070 | 12.78 | 1,370 | 50.94 | ||||
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 | 384,780 | 0.19 | 27,577 | -11.40 | ||||
2025-06-27 | NP | AIM INTERNATIONAL 互惠基金(INVESCO INTERNATIONAL 互惠基金)- Invesco Oppenheimer 全球焦点基金 R6 级 | 38,145 | 2,734 | ||||||
2025-03-31 | NP | FCPI - 富达通胀股票 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,179 | 8.04 | 744 | 17.75 | ||||
2025-07-15 | 13F | BCS财富管理 | 2,647 | 0 | ||||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 20,931 | 19.96 | 2,037 | 60.65 | ||||
2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 158,265 | 58.11 | 11,343 | 39.80 | ||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 31,986 | 6.52 | 2,584 | 12.15 | ||||
2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 10,411 | 45.06 | 841 | 52.91 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 681,344 | 0.76 | 55,046 | 6.08 | ||||
2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 11,723 | 17.12 | 1 | |||||
2025-06-26 | NP | ELCV-Eventide 高股息 ETF | 13,023 | 27.90 | 933 | 13.09 | ||||
2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 65,219 | 0.92 | 6,348 | 35.12 | ||||
2025-03-17 | NP | ABOT - TrimTabs Donoghue Forlines 风险管理创新 ETF | 1,503 | 122 | ||||||
2025-07-24 | NP | HASAX - Horizon 主动资产配置基金顾问级 | 1,434 | 58.10 | 116 | -84.54 | ||||
2025-08-08 | 13F | 王财富 | 4,000 | 0 | ||||||
2025-08-13 | 13F | 德纳投资顾问公司 | 304,407 | 43.90 | 29,631 | 92.68 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 152,233 | 8.38 | 14,818 | 45.12 | ||||
2025-07-22 | 13F | 伯杰金融集团公司 | 2,276 | 222 | ||||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 12,891 | 10.81 | 924 | -2.02 | ||||
2025-07-29 | NP | SFY - SoFi Select 500 ETF | 12,866 | 99.50 | 1,039 | 110.32 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 143,045 | 46.69 | 14 | 85.71 | ||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 49,644 | 9,634.12 | 1 | -100.00 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 16,930 | 14.31 | 1,648 | 53.07 | ||||
2025-05-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘核心股票投资组合 | 68,391 | 114.92 | 4,972 | 116.36 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 62,529 | 4.00 | 6,087 | 39.24 | ||||
2025-05-27 | NP | SAMVX - Virtus Ceredex 中盘价值股票基金 A 类 | 380,000 | 27,626 | ||||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,304 | 38.72 | 105 | 45.83 | ||||
2025-08-14 | 13F | 帝国人寿投资公司 | 336,138 | 19.10 | 32,720 | 59.46 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 280,872 | 12.91 | 27,340 | 51.18 | ||||
2025-05-27 | NP | BLACKROCK BOND FUND, INC. - 贝莱德可持续总回报基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31 | 2 | ||||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 556,172 | 1.13 | 54,138 | 35.41 | ||||
2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 80,579 | 0.17 | 7,862 | 34.03 | ||||
2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 2,077 | 202 | ||||||
2025-06-25 | NP | SHGTX - 哥伦比亚塞利格曼全球科技基金 A 类 | 1,547,173 | 1.10 | 110,886 | -10.60 | ||||
2025-07-17 | 13F | 生成投资管理有限公司 | 457,467 | 45.00 | 44,530 | 94.15 | ||||
2025-07-23 | 13F | 石门投资集团有限责任公司 | 2,272 | 221 | ||||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 43,344 | 10.50 | 4,219 | 47.98 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 82,810 | 0.01 | 5,935 | -11.58 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 144,069 | 78.72 | 11,639 | 88.15 | ||||
2025-03-17 | NP | NMVLX - Nuance 中盘价值基金机构类别 | 53,311 | 4,321 | ||||||
2025-08-15 | 13F | 布朗财务顾问 | 13,297 | 3.13 | 1,294 | 38.10 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 42,092 | 0.20 | 4,177 | 33.25 | ||||
2025-08-13 | 13F | 西部财富集团有限责任公司 | 4,385 | 0.62 | 421 | 32.49 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 20,486 | 16.21 | 1,468 | 2.80 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 514,914 | 13.73 | 50,122 | 52.27 | ||||
2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 54,775 | 0.23 | 5,332 | 34.18 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 100,721 | 1.44 | 10 | 28.57 | ||||
2025-07-25 | NP | AUIAX - AB 股票收益基金公司 A 类 | 147,803 | 30.88 | 11,941 | 37.79 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 1,449 | 624.50 | 141 | 907.14 | ||||
2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 37,303 | 2,674 | ||||||
2025-08-14 | 13F | 斯特恩律师事务所 | 35,475 | 2,876 | ||||||
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 | 62,943 | 7.57 | 5,085 | 13.25 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 1,076,575 | 7.91 | 104,794 | 44.49 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 投资者信托系列初始类别 | 38,025 | 0.44 | 3,701 | 34.48 | ||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 21 | -82.46 | ||||||
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 | 35,031 | 1.63 | 2,830 | 6.99 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 7,039 | 685 | ||||||
2025-03-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 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 | 6,882 | 9.76 | 558 | 19.53 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 2,045,341 | 0.35 | 199,093 | 34.36 | ||||
2025-08-14 | 13F | 黑曜石个人规划解决方案有限责任公司 | 2,713 | 264 | ||||||
2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 2,994 | 291 | ||||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 26,534 | 9.49 | 2,589 | 46.46 | ||||
2025-07-29 | NP | DTGRX - 纽约梅隆银行科技成长基金 A 类 | 126,887 | 6.73 | 10,251 | 12.36 | ||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 17,401 | 8.87 | 1,406 | 14.60 | ||||
2025-08-13 | 13F | 库恩公司投资顾问 | 19,191 | 0.40 | 1,868 | 34.49 | ||||
2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 1,569,065 | 0.21 | 152,733 | 34.17 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 34,414 | 2.05 | 3,350 | 36.64 | ||||
2025-07-10 | 13F | 安全国家银行 | 90 | 9 | ||||||
2025-08-13 | 13F | 西万特资本管理有限责任公司 | 62,142 | 18.67 | 6,049 | 58.91 | ||||
2025-08-14 | 13F | 摩尔资本管理有限公司 | 101,500 | 9,880 | ||||||
2025-05-15 | 13F | Kodai资本管理有限责任公司 | 505,987 | 36,785 | ||||||
2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 26,432 | 0.29 | 2,573 | 34.31 | ||||
2025-05-30 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 68,868 | 60.50 | 5,007 | 61.54 | ||||
2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 4,466 | 67.89 | 320 | 48.84 | ||||
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 | 1,849,017 | 103.11 | 179,983 | 171.96 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 630,595 | 12.45 | 61,382 | 50.57 | ||||
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 | 157,495 | 7.34 | 12,724 | 13.01 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 4,141 | 1.07 | 403 | 35.69 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 5,757 | 16.05 | 560 | 55.56 | ||||
2025-08-01 | 13F | 中心点顾问有限责任公司 | 1,007 | 0.70 | 0 | |||||
2025-08-07 | 13F | 赛普拉斯资本有限责任公司 | 21,913 | 1.63 | 2,133 | 36.12 | ||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 60,071 | 4.99 | 5,847 | 40.59 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 530,452 | 18.04 | 51,634 | 58.05 | ||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 88,090 | 6.98 | 8,575 | 43.23 | ||||
2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 120,407 | 26.62 | 11,720 | 69.54 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 31,633 | 7.91 | 3,079 | 44.49 | ||||
2025-07-25 | 13F | BCR 财富策略有限责任公司 | 2,640 | 0 | ||||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 1,254,343 | 68.83 | 122,098 | 126.05 | ||||
2025-03-17 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 117,616 | 181.00 | 9,533 | 206.40 | ||||
2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,832 | 9.63 | 148 | 15.63 | ||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 228,497 | 2,036.68 | 22,242 | 2,762.42 | ||||
2025-06-30 | NP | QRMI - Global X 纳斯达克 100 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,752 | 17.58 | 126 | 4.17 | ||||
2025-08-12 | 13F | 霍尔德内斯投资公司 | 6,082 | 0.02 | 592 | 33.71 | ||||
2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 15,220 | 25.29 | 1,482 | 67.72 | ||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 3,922 | 382 | ||||||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 2,695 | 262 | ||||||
2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 26,497 | 45.20 | 1,899 | 28.40 | ||||
2025-07-30 | 13F | 永美财富管理有限公司 | 3,632 | 55.21 | 354 | 107.65 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 279,209 | 0.24 | 22,557 | 5.53 | ||||
2025-07-30 | 13F | Eqis资本管理公司 | 8,430 | 47.27 | 821 | 97.12 | ||||
2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 77,880 | 72.47 | 7,581 | 130.96 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 332,316 | 8.55 | 23,817 | -4.01 | ||||
2025-05-07 | 13F | 频谱财富顾问有限责任公司 | 4 | 0 | ||||||
2025-08-08 | 13F | M&G 有限公司 | 1,835,912 | 254.05 | 178,083 | 370.46 | ||||
2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,907 | 3.72 | 1,646 | 38.82 | ||||
2025-08-08 | 13F | 布里克利财富管理 | 2,807 | 0.25 | 273 | 34.48 | ||||
2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 2,540 | 247 | ||||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 7,533 | 19.86 | 733 | 60.75 | ||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 134,432 | 8.75 | 13,086 | 45.62 | ||||
2025-08-14 | 13F | 财务顾问网络公司 | 37,388 | 9.17 | 3,639 | 46.20 | ||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 2,243 | 4.08 | 218 | 39.74 | ||||
2025-08-25 | NP | SHRY - 大型美国股票精选 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 | 4,417 | 1,618.68 | 430 | 105.26 | ||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 35,067 | 27.43 | 3,413 | 70.65 | ||||
2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 8,705 | 847 | ||||||
2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 76,244 | 18.53 | 5,464 | 4.81 | ||||
2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 22,762 | 0.01 | 2,216 | 33.92 | ||||
2025-07-09 | 13F | 戈尔泽投资管理公司 | 15,953 | 1,553 | ||||||
2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 126,026 | 62.89 | 12,267 | 118.12 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 258,806 | 8.15 | 24,705 | 41.98 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 59,088 | 7.16 | 5,752 | 43.49 | ||||
2025-07-15 | 13F | Ccm 投资顾问有限公司 | 47,015 | 0.81 | 4,576 | 34.99 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 7,120 | 2.67 | 693 | 37.50 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 1,013,051 | 6.36 | 98,727 | 45.42 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 31,103 | 15.58 | 3,028 | 52.49 | ||||
2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 3,458 | 13.04 | 0 | |||||
2025-08-25 | NP | MML系列投资基金 - MML全球基金I类 | 29,666 | 2,888 | ||||||
2025-08-08 | 13F | Impax资产管理集团有限公司 | 12,813 | 1,247 | ||||||
2025-08-14 | 13F | 格伦维尤信托公司 | 97,567 | 11.75 | 9,497 | 49.63 | ||||
2025-07-09 | 13F | 基石财富服务有限责任公司 | 2,418 | 235 | ||||||
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 | 419,308 | 0.02 | 30,052 | -11.56 | ||||
2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 2,151 | 209 | ||||||
2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 46,711 | 3.48 | 4,547 | 38.56 | ||||
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 | 70,256 | 12.98 | 5,676 | 18.95 | ||||
2025-07-31 | 13F | Rational 顾问有限公司 | 288 | 28 | ||||||
2025-08-06 | 13F | 神剑管理公司 | 2,117 | 206 | ||||||
2025-08-13 | 13F | 大纪元投资伙伴公司 | 2,056,676 | 9.72 | 200,197 | 46.90 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州美国成长基金标准级 | 77,855 | 67.47 | 7,578 | 124.27 | ||||
2025-08-04 | 13F | Noesis资本管理公司 | 16,633 | 0.36 | 1,619 | 34.47 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 154,694 | 0.87 | 15,058 | 35.06 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 64,994 | 7.07 | 6,327 | 43.38 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 30,300 | 24.69 | 2,949 | 66.99 | |||
2025-07-29 | 13F | 福斯特莫特利公司 | 29,917 | 112.81 | 3 | 100.00 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 313,711 | 6.87 | 30,537 | 43.09 | ||||
2025-07-22 | 13F | 高地资本管理有限公司 | 2,230 | 217 | ||||||
2025-08-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 股票和收益基金系列 I | 99,285 | 0.64 | 9,664 | 34.75 | ||||
2025-07-25 | 13F | 比尔·费夫联营公司 | 2,909 | 0.31 | 283 | 34.76 | ||||
2025-08-12 | 13F | 安普夸银行 | 44,600 | 2.98 | 4,452 | 41.42 | ||||
2025-08-27 | NP | APDWX - Artisan 价值收益基金顾问股票 | 2,630 | 256 | ||||||
2025-07-15 | 13F | 马塞科律师事务所 | 160 | 16 | ||||||
2025-08-05 | 13F | Telos 资本管理公司 | 5,662 | 4.62 | 551 | 40.20 | ||||
2025-07-28 | NP | VCSTX - 科学技术基金 | 294,202 | 170.27 | 23,769 | 184.54 | ||||
2025-08-14 | 13F | 科图管理有限公司 | 10,507,492 | 27.99 | 1,022,799 | 71.37 | ||||
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 | 1,981,611 | 6.62 | 160,094 | 12.24 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 216,339 | 3.14 | 17,478 | 8.59 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 32 | 60.00 | 3 | 200.00 | ||||
2025-07-11 | 13F | BDF-管理 | 30,154 | 2,935 | ||||||
2025-07-24 | NP | ARAAX - Horizon Active Risk Assist 基金顾问类 | 13,438 | 167,875.00 | 1,086 | 15,400.00 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/AQR 大盘防御型基金 (I) | 14,465 | 1,408 | ||||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 841,076 | 4.79 | 60,280 | -7.33 | ||||
2025-07-15 | 13F | 马丁资本顾问有限公司 | 32,033 | 2.50 | 3,118 | 37.24 | ||||
2025-07-18 | 13F | 黄金投资管理有限公司 | 14,666 | 52.72 | 1,425 | 104.15 | ||||
2025-08-13 | 13F | 奥西亚姆 | 810,922 | 40.00 | 78,935 | 87.45 | ||||
2025-07-25 | 13F | 自然投资有限公司 | 3,329 | 14.28 | 0 | |||||
2025-08-11 | 13F | 西太平洋银行 | 15,953 | 59.79 | 1,553 | 114.07 | ||||
2025-08-14 | 13F | 财务咨询服务公司 | 44,657 | 14.25 | 4,347 | 52.97 | ||||
2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 7,081 | 1 | ||||||
2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 21,346 | 0.01 | 2,078 | 33.91 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 36,662 | 4.21 | 3,569 | 39.54 | ||||
2025-08-25 | NP | MGFAX - 万通互助理财全球基金 A 类 | 12,750 | 13.69 | 1,241 | 52.27 | ||||
2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 3,260 | 10.14 | 263 | 15.86 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 975,510 | 2.60 | 94,956 | 37.37 | ||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 2,215 | 2.45 | 216 | 36.94 | ||||
2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 2,562 | 249 | ||||||
2025-08-12 | 13F | 富兰克林资源公司 | 6,359,361 | 1.05 | 619,019 | 35.30 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 12,799 | 24.35 | 1,246 | 66.44 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 75 | 7 | ||||||
2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 21,099 | 48.05 | 1,705 | 55.90 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 33,750 | 6.57 | 2,419 | -5.77 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 3,819 | 10.15 | 372 | 47.22 | ||||
2025-07-25 | NP | SLMCX - 哥伦比亚塞利格曼通信和信息基金 A 级 | 8,988,856 | 1.56 | 726,210 | 6.93 | ||||
2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 6,566 | 639 | ||||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 445,467 | 3.37 | 43,362 | 38.41 | ||||
2025-07-14 | 13F | 福斯特集团有限公司 | 2,158 | 210 | ||||||
2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 5,835 | 9.76 | 568 | 46.89 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 84,744 | 21.00 | 6,846 | 27.39 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 2,456 | 102.14 | 277 | 213.64 | ||||
2025-05-14 | 13F | 蒙特利私人财富公司 | 2,995 | 218 | ||||||
2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 13,760 | 222.25 | 1,339 | 331.94 | ||||
2025-08-14 | 13F | USS投资管理有限公司 | 228,909 | 1.00 | 22,275 | 35.21 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 25,881 | 0.43 | 2,091 | 5.72 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Call | 185,900 | 299.78 | 18,096 | 435.36 | |||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 467,293 | 5.77 | 45,477 | 41.61 | ||||
2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 28 | 3 | ||||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 185 | 13 | ||||||
2025-03-27 | NP | AGCX - Allspring Global 多空股票基金 C 类 | 4,879 | 395 | ||||||
2025-07-21 | 13F | Pflug Koory 有限责任公司 | 500 | 49 | ||||||
2025-07-16 | 13F | 肯尼科特资本管理有限公司 | 2,400 | 234 | ||||||
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 | 369,323 | 13.11 | 35,950 | 51.45 | ||||
2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 14,450 | 1.18 | 1,407 | 35.45 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 30,603 | 0.34 | 2,193 | -11.25 | ||||
2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 1,939,455 | 27.17 | 188,787 | 70.27 | ||||
2025-08-08 | 13F | 史密斯菲尔德信托公司 | 16,126 | 2.95 | 2 | 0.00 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 251,130 | 52.41 | 24,445 | 104.06 | ||||
2025-07-29 | 13F | 德多拉资本公司 | 5,742 | 2.46 | 559 | 37.10 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 202,727 | 4.76 | 19,734 | 40.27 | ||||
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 | 130,300 | 2.84 | 10,527 | 8.27 | ||||
2025-06-24 | NP | MLAAX - MainStay 大盘成长基金 A 类 | 4,161,735 | 30.03 | 298,272 | 14.98 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 33,238 | 13.89 | 2,685 | 19.92 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 7,855 | 25.34 | 765 | 67.91 | ||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 1,189 | 85.20 | 116 | 150.00 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 165 | 30.95 | 16 | -88.06 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 208 | 20 | ||||||
2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 190 | 111.11 | 18 | 200.00 | ||||
2025-07-22 | 13F | 净值顾问小组 | 7,189 | 12.00 | 700 | 50.00 | ||||
2025-07-16 | 13F | 国会资产管理公司/马 | 3,788 | 0.37 | 369 | 34.31 | ||||
2025-08-13 | 13F | 瑞奇财富管理有限公司 | 83,015 | 0.44 | 8,081 | 34.49 | ||||
2025-08-28 | NP | QNXT - iShares 纳斯达克 100 指数前 30 ETF | 4,714 | 0.21 | 459 | 34.31 | ||||
2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 49,624 | 22.00 | 3,557 | 7.89 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | Call | 66 | 1 | |||||
2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 4,893 | 17.71 | 476 | 57.62 | ||||
2025-08-11 | 13F | 绍克投资顾问公司 | 33,093 | 3,221 | ||||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,154 | 13.62 | 3,666 | 0.47 | ||||
2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 20,327 | 2.00 | 1,979 | 36.60 | ||||
2025-08-07 | 13F | DJE 资本管理公司 | 1,294,931 | 258.32 | 125,789 | 389.12 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 7,880 | 4.10 | 767 | 21.75 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 4,636 | 2.93 | 451 | 37.92 | ||||
2025-07-30 | 13F | 皮腾格与安德森公司 | 71,590 | 12.76 | 6,969 | 50.99 | ||||
2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 89 | 11.25 | 9 | 60.00 | ||||
2025-08-15 | 13F | 龙骨点有限责任公司 | 8,194 | 20.13 | 798 | 61.01 | ||||
2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 62,791 | 891.49 | 5,089 | -12.77 | ||||
2025-07-25 | 13F | 协和财富合作伙伴 | 17,502 | 6.47 | 1,704 | 42.51 | ||||
2025-08-25 | NP | EMSF - Matthews 新兴市场可持续未来主动 ETF | 3,199 | 17.31 | 311 | 57.07 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 38,963 | 3,802 | ||||||
2025-07-10 | 13F | 穆迪国家银行信托部 | 2,138 | 208 | ||||||
2025-07-30 | 13F | 雅各布森资本管理公司 | 2,693 | 262 | ||||||
2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 6,644 | 2.01 | 647 | 36.58 | ||||
2025-07-21 | 13F | 山顶国家银行 | 395 | 38 | ||||||
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 | 2,841,150 | 0.51 | 203,625 | -11.13 | ||||
2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,330 | 17.39 | 95 | 4.40 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 255,545 | 2.61 | 24,875 | 37.39 | ||||
2025-08-06 | 13F | 沃克纳·康登财务顾问有限责任公司 | 2,283 | 222 | ||||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 3,024,553 | 8.40 | 294,410 | 45.14 | ||||
2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 12,636 | 1,230 | ||||||
2025-08-14 | 13F | PZU SA 投资基金公司 | 2,650 | 8.16 | 258 | 44.38 | ||||
2025-07-22 | 13F | 渴望私人资本有限责任公司 | 15,624 | 55.40 | 1,521 | 108.22 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 127 | 53.01 | 0 | |||||
2025-08-08 | 13F | 财富联盟 | 14,465 | 1.07 | 1,408 | 35.38 | ||||
2025-07-03 | 13F | 信托金融集团有限责任公司 | 4,073 | 3.82 | 394 | 51.54 | ||||
2025-08-18 | NP | 科图创新战略基金 | 382,131 | 37,197 | ||||||
2025-07-17 | 13F | 沃克资产管理有限责任公司 | 3,876 | 0.36 | 377 | 34.64 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 2,985,059 | 381.24 | 290,566 | 544.35 | ||||
2025-08-27 | NP | TLLVX - 大盘价值基金 | 6,831 | 10.95 | 665 | 48.55 | ||||
2025-05-27 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 329 | 24 | ||||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 7,088 | 1,200.55 | 508 | 1,052.27 | ||||
2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 263,089 | 0.05 | 26 | 31.58 | ||||
2025-08-12 | 13F/A | 波士顿合作伙伴 | 3,205,478 | 36.38 | 312,012 | 82.69 | ||||
2025-08-06 | 13F | 西耶纳管理 | 84,670 | 9.21 | 7,525 | 37.35 | ||||
2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 34,761 | 5.09 | 3,384 | 40.72 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 4,000 | 389 | |||||
2025-06-05 | NP | GTTMX - 定量美国总市场股票投资组合 | 5,180 | 371 | ||||||
2025-07-14 | 13F | 农民信托公司 | 43,574 | 4,241 | ||||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 41,836 | 1.31 | 4,072 | 35.64 | ||||
2025-07-08 | 13F | 波斯顾问有限责任公司 | 7,000 | 9.24 | 681 | 46.45 | ||||
2025-07-29 | 13F | Arista 财富管理有限责任公司 | 17,661 | 1,719 | ||||||
2025-06-27 | NP | DLCEX - 德纳大型股票基金投资者类别股票 | 11,000 | 243.75 | 788 | -39.15 | ||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 79,615 | 159.10 | 7,750 | 247.02 | ||||
2025-08-07 | 13F | 戴维斯 RM 公司 | 3,429 | 334 | ||||||
2025-08-12 | 13F | 巴尔盖纳公司 | 5,602 | 1.85 | 545 | 36.59 | ||||
2025-06-30 | NP | BULD - Pacer BlueStar Engineering the Future ETF | 664 | 51.95 | 48 | 34.29 | ||||
2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 2,924 | 285 | ||||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 11,251 | 0.14 | 909 | 5.34 | ||||
2025-07-24 | 13F | 科斯特洛资产管理公司 | 5,005 | 1.58 | 487 | 36.03 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 21,483 | 0.94 | 1,562 | 1.56 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 11,943 | 125.98 | 1,163 | 202.60 | ||||
2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 5,003 | 0.85 | 487 | 35.28 | ||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 11,854 | 88.79 | 1,157 | 152.95 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,979 | 285.02 | 193 | 418.92 | ||||
2025-07-25 | 13F | 北美社区银行 | 32,873 | 4.59 | 3,200 | 40.00 | ||||
2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 5,540 | 2.44 | 539 | 37.15 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -277 | -27 | |||||
2025-07-28 | NP | VVMCX - 中型价值基金 | 36,715 | 53.70 | 2,966 | 61.81 | ||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 22,074 | 0.34 | 2,149 | 34.33 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 48,441 | 71.50 | 3,472 | 51.64 | ||||
2025-07-30 | 13F | 克林曼联合有限责任公司 | 2,127 | 207 | ||||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 833,227 | 4.10 | 81,106 | 39.39 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 7,600 | 1.08 | 740 | 35.35 | ||||
2025-08-07 | 13F/A | 全球清洁有限责任公司 | 4,601 | 6.98 | 448 | 43.27 | ||||
2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 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 | 30,272 | 30.86 | 2,947 | 75.25 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 427 | 61.13 | 42 | 115.79 | ||||
2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 2,936 | 406.21 | 238 | -50.42 | ||||
2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 2,164 | 142.33 | 211 | 228.13 | ||||
2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 32,568 | 13.25 | 3,170 | 51.67 | ||||
2025-08-11 | 13F | 黑溪投资管理公司 | 118,269 | 358.74 | 11,512 | 514.30 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 8,885 | 2.08 | 865 | 36.71 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 1,171 | 5.50 | 114 | 42.50 | ||||
2025-08-14 | 13F | 水产资本管理有限责任公司 | 284,732 | 27,716 | ||||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 160,459 | 2.00 | 15,619 | 36.58 | ||||
2025-07-17 | 13F | 频谱战略资本管理有限责任公司 | 2,270 | 221 | ||||||
2025-08-13 | 13F | StoneX集团公司 | 14,045 | 151.16 | 1,370 | 236.61 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 172,525 | 21.66 | 16,792 | 62.66 | ||||
2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 9,849,868 | 35.40 | 958,786 | 81.30 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 10,677 | 0.13 | 1,039 | 34.06 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 92,784 | 1,821.39 | 9,032 | 2,472.93 | ||||
2025-08-14 | 13F | 罗杰斯兄弟公司 | 51,475 | 0.15 | 5,011 | 34.10 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 123,764 | 2.29 | 12,047 | 36.98 | ||||
2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 22,128 | 9.59 | 2,154 | 46.76 | ||||
2025-08-14 | 13F | 西永资本有限公司 | 18,900 | 8.13 | 1,840 | 44.80 | ||||
2025-05-08 | 13F | 普兰特莫兰财务顾问有限责任公司 | 0 | 0 | ||||||
2025-08-26 | NP | TLGWX - 成长与收入基金 | 32,500 | 38.43 | 3,164 | 85.40 | ||||
2025-07-14 | 13F | 太平洋合作伙伴公司 | 53,427 | 0.18 | 5,193 | 49.35 | ||||
2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 21,021 | 0.25 | 2,046 | 34.25 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 58,054 | 20.23 | 5,643 | 60.97 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 862,100 | 18.62 | 83,917 | 58.82 | |||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 111,508 | 4.42 | 7,992 | -7.66 | ||||
2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 3,732 | 363 | ||||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 2,759 | 201 | ||||||
2025-07-18 | 13F | 信托金融公司 | 763,628 | 93.89 | 74,332 | 159.61 | ||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 22,341 | 3.33 | 2,175 | 38.38 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 3,248 | 316 | ||||||
2025-08-08 | 13F | 赫多克公司 | 3,394 | 12.87 | 330 | 51.38 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 17 | 2 | ||||||
2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 5,524 | 2.62 | 538 | 37.34 | ||||
2025-07-23 | NP | CFMSX - 中盘精选基金栏 | 79,304 | 105.19 | 6,407 | 116.05 | ||||
2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 50,880 | 5.97 | 4,953 | 41.89 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 9,202,568 | 10.70 | 895,778 | 48.22 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 1,300 | 127 | ||||||
2025-08-13 | 13F | VestGen Advisors, LLC | 18,332 | 279.78 | 1,784 | 409.71 | ||||
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 | 500 | 36 | ||||||
2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 27,458 | 2,673 | ||||||
2025-06-26 | NP | DECO - SPDR银河数字资产生态系统ETF | 1,245 | 89 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 16,488 | 42.72 | 1,182 | 26.18 | ||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 216,248 | 3.54 | 15,498 | -8.44 | ||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 23,335 | 4.54 | 2,271 | 40.01 | ||||
2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 11,100 | 1,080 | ||||||
2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 3,740 | 12.24 | 268 | -0.74 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 9,057,190 | 1.76 | 881,627 | 36.25 | ||||
2025-06-27 | NP | CARK - CastleArk 大型增长 ETF | 73,488 | 164.82 | 5,267 | 134.15 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 3,885,700 | 7.07 | 378,234 | 43.36 | ||||
2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 49,717 | 4.65 | 4,839 | 40.14 | ||||
2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 5,514 | 54.24 | 537 | 106.95 | ||||
2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 1,582 | 33.05 | 154 | 77.91 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 321,491 | 7.09 | 31,766 | 45.56 | ||||
2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 3,321 | 32.31 | 238 | 17.24 | ||||
2025-07-23 | 13F | BankPlus 信托部 | 21,276 | 2.86 | 2,071 | 37.79 | ||||
2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 846 | 115.27 | 82 | 192.86 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 49,378 | 0.07 | 4,789 | 32.05 | ||||
2025-08-07 | 13F | PFG顾问 | 49,477 | 19.77 | 4,816 | 60.37 | ||||
2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 4,428 | 2.17 | 431 | 36.83 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 126,603 | 556.93 | 12,324 | 779.59 | ||||
2025-08-14 | 13F | Synovus金融公司 | 16,258 | 1.41 | 1,583 | 35.79 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 14,109 | 7.40 | 1,373 | 43.77 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 5,166 | 503 | ||||||
2025-07-28 | NP | AVLV - Avantis 美国大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,060,909 | 36.51 | 85,711 | 43.71 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 3,380 | 2.30 | 329 | 37.08 | ||||
2025-07-29 | 13F | 基础有限公司 | 3,786 | 24.17 | 369 | 66.52 | ||||
2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 11,760 | 950 | ||||||
2025-08-11 | 13F | 潮汐有限责任公司 | 49 | 5 | ||||||
2025-05-12 | 13F | 桑迪泉银行 | 1,178 | 15.72 | 86 | 16.44 | ||||
2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 9,036 | 1.33 | 880 | 35.65 | ||||
2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 10,769 | 56.23 | 870 | 64.77 | ||||
2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 2,503 | 244 | ||||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 83,062 | 250.16 | 8,074 | 368.82 | ||||
2025-07-30 | 13F | 驱动财富管理有限公司 | 3,749 | 28.39 | 366 | 72.17 | ||||
2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 5,169 | 32.81 | 520 | 86.38 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 696,300 | 23.22 | 67,680 | 64.95 | |||
2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 7,406 | 61.70 | 531 | 42.86 | ||||
2025-07-23 | 13F | 理查森资本管理有限责任公司 | 91 | 1.11 | 9 | 33.33 | ||||
2025-08-14 | 13F | 老虎环球管理有限公司 | 5,260,328 | 18.89 | 512,040 | 59.18 | ||||
2025-08-15 | 13F | 苏达国家银行安全 | 10,335 | 3.97 | 1,006 | 39.34 | ||||
2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 17,752 | 20.28 | 1,728 | 61.10 | ||||
2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 138,384 | 5.24 | 13,470 | 40.91 | ||||
2025-08-14 | 13F | Bamco Inc /纽约/ | 14,568 | 61.53 | 1,418 | 116.49 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 61,067 | 9.02 | 6 | 25.00 | ||||
2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 2,376 | 2.02 | 231 | 36.69 | ||||
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 | 16,194,951 | 0.50 | 1,308,390 | 5.80 | ||||
2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 473,090 | 5.81 | 46,051 | 41.67 | ||||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 4,162 | 405 | ||||||
2025-08-12 | 13F | 摩根大通公司 | 40,622,437 | 14.36 | 3,954,188 | 53.11 | ||||
2025-07-10 | 13F | 信任点公司 | 5,996 | 30.15 | 584 | 74.55 | ||||
2025-07-29 | 13F | 西德尔资产管理公司 | 5,498 | 5.25 | 535 | 41.16 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 113,930 | 0.69 | 11,090 | 34.80 | ||||
2025-08-28 | NP | XNTK - SPDR(R) 纽约证券交易所科技 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 | 378,520 | 9.66 | 36,845 | 46.83 | ||||
2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 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 | 156,274 | 14.23 | 12,625 | 20.26 | ||||
2025-07-10 | 13F | 主权顾问有限责任公司 | 3,210 | 320 | ||||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 24,507 | 25.31 | 2,385 | 67.84 | ||||
2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 4,564 | 25.80 | 444 | 68.82 | ||||
2025-07-09 | 13F | 派恩斯财富管理有限公司 | 3,230 | 319 | ||||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 47,384 | 5 | ||||||
2025-06-25 | NP | FXL - 第一信托科技AlphaDEX基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 107,054 | 1,168.71 | 7,673 | -1.30 | ||||
2025-08-04 | 13F | 联合银行 | 278,323 | 2.09 | 27 | 42.11 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 6,200 | 604 | |||||
2025-08-14 | 13F | DRW 证券有限责任公司 | 4,853 | 23.90 | 472 | 66.20 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Call | 5,300 | 516 | |||||
2025-08-14 | 13F | 哈伯资产管理公司 | 130,796 | 49.06 | 12,732 | 99.58 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 1,295 | 50.06 | 126 | 103.23 | ||||
2025-07-10 | 13F | 巴德尔银行 | 7,106 | 39.44 | 677 | 89.64 | ||||
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 | 317,058 | 1.25 | 22,724 | -10.47 | ||||
2025-08-14 | 13F | 交联资本公司 | 815,840 | 17.92 | 79,414 | 57.89 | ||||
2025-08-04 | 13F | 银海岸投资有限责任公司 | 7,904 | 8.35 | 769 | 45.09 | ||||
2025-08-26 | NP | Ivy可变保险组合-Ivy VIP科技II级 | 199,990 | 0.88 | 19,467 | 35.07 | ||||
2025-08-14 | 13F | 克雷斯特蒙特私人财富有限责任公司 | 5,047 | 6.28 | 491 | 42.32 | ||||
2025-07-24 | NP | BGSIX - 贝莱德科技机会基金机构 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 | 850,173 | 182.78 | 68,685 | 197.71 | ||||
2025-07-29 | NP | GQETX - 转基因生物质量基金三级 | 3,172,516 | 7.44 | 256,308 | 13.11 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 4,754,011 | 32.41 | 462,755 | 77.28 | ||||
2025-08-29 | NP | SHOC - Strive美国半导体ETF | 40,774 | 6.40 | 3,969 | 42.48 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 69,274 | 59.38 | 6,743 | 113.45 | ||||
2025-08-14 | 13F | 图标财富顾问有限责任公司 | 23,205 | 3.34 | 2,259 | 38.36 | ||||
2025-06-25 | NP | TDVI - FT Vest Technology Dividend Target Income ETF | 19,366 | 14.44 | 1,388 | 1.17 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 22,295 | 6.31 | 2,170 | 42.39 | ||||
2025-07-23 | 13F | REAP金融集团有限责任公司 | 315 | 31 | ||||||
2025-07-18 | 13F | 纯财务顾问公司 | 7,858 | 68.19 | 765 | 125.37 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 1,562 | 0.58 | 152 | 35.71 | ||||
2025-07-11 | 13F | 多元化信托公司 | 23,750 | 1.70 | 2,312 | 36.18 | ||||
2025-07-17 | 13F | 罗利资本管理公司 | 6,111 | 94.68 | 595 | 160.53 | ||||
2025-08-14 | 13F | 多元化财富管理有限责任公司 | 66,446 | 10.37 | 6,995 | 63.89 | ||||
2025-07-09 | 13F | 主要客户信托顾问有限责任公司 | 2,401 | 234 | ||||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -249 | -24 | |||||
2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 5,687 | 554 | ||||||
2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 4,059 | 0.92 | 395 | 35.27 | ||||
2025-08-06 | 13F | 尤克斯资产管理公司 | 100 | 10 | ||||||
2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 3,150 | 40.00 | 307 | 87.73 | ||||
2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 33,609 | 893.47 | 2,409 | 778.83 | ||||
2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 198 | 0.51 | 19 | 35.71 | ||||
2025-08-05 | 13F | 茨威格-迪梅纳联合有限责任公司 | 62,672 | 6,100 | ||||||
2025-08-13 | 13F | 西北互助财富管理公司 | 740,049 | 8.74 | 72,036 | 45.59 | ||||
2025-06-26 | NP | HECO - SPDR Galaxy 对冲数字资产生态系统 ETF | 8,987 | 644 | ||||||
2025-04-29 | 13F | 卡兰资本有限责任公司 | 5,271 | 14.69 | 383 | 15.71 | ||||
2025-08-14 | 13F | 农林中金银行 | 106,000 | 4.20 | 10,318 | 39.53 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 19,000 | 850.00 | 1,849 | 1,175.17 | |||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 9,007 | 48.24 | 877 | 98.64 | ||||
2025-08-28 | NP | Nuveen 多元资产收益基金 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 | 9,955 | 276.66 | 969 | 404.69 | ||||
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 | 15,256 | 11.51 | 1,236 | 21.53 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 31,500 | 96.88 | 3,066 | 163.63 | |||
2025-08-08 | 13F | 富通集团顾问有限责任公司 | 15,831 | 10,454.00 | 1,502 | 14,910.00 | ||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 6,053 | 4.45 | 589 | 39.90 | ||||
2025-08-14 | 13F | 索拉投资者有限公司 | 20,001 | 1,947 | ||||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 41,271 | 186.76 | 4,017 | 284.03 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 108,638 | 90.32 | 10,575 | 154.86 | ||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 39,670 | 0.50 | 2,843 | -11.13 | ||||
2025-07-14 | 13F | 布雷迪马茨财富解决方案有限责任公司 | 4,887 | 13.18 | 476 | 51.76 | ||||
2025-07-22 | 13F | 铁马财富管理有限公司 | 40 | 4 | ||||||
2025-08-14 | 13F | 曼氏集团 | Call | 44,500 | 4,332 | |||||
2025-08-14 | 13F | 曼氏集团 | Put | 30,000 | 2,920 | |||||
2025-08-29 | NP | ETAMX - Eventide 多元资产收益基金 A 类 | 56,674 | 114.03 | 5,517 | 186.55 | ||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 21,723 | 585.05 | 2,115 | 819.13 | ||||
2025-08-01 | 13F | 澳大利亚超级有限公司 | 324,996 | 31,635 | ||||||
2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 72,467 | 6.83 | 7,054 | 43.03 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 13,211 | 7.53 | 1,286 | 43.90 | ||||
2025-08-14 | 13F | 曼氏集团 | 1,128,747 | 84.74 | 109,872 | 147.35 | ||||
2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 17,805 | 36.96 | 1,733 | 83.39 | ||||
2025-08-14 | 13F | 卡玛达财务顾问有限责任公司 | 26,688 | 2,598 | ||||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 87,901 | 2.39 | 6,300 | -9.47 | ||||
2025-08-11 | 13F | ARS 投资伙伴有限责任公司 | 492,130 | 0.92 | 47,904 | 36.01 | ||||
2025-08-11 | 13F | Talos 资产管理有限公司 | 279,834 | 32.62 | 27,239 | 77.58 | ||||
2025-08-13 | 13F | 约翰逊金融集团公司 | 61,549 | 5.17 | 6,005 | 40.71 | ||||
2025-06-27 | NP | SOXY - YieldMax(TM) Target 12(TM) 半导体期权收入 ETF | 2,236 | 24.99 | 160 | 11.11 | ||||
2025-07-31 | 13F | 三井住友信托控股公司 | 3,235,709 | 1.49 | 314,964 | 35.89 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 21,997 | 2.39 | 2,141 | 40.58 | ||||
2025-08-29 | NP | ETADX - Eventide 股息机会基金 A 类股票 | 324,805 | 140.26 | 31,617 | 221.69 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 644 | 68 | ||||||
2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 6,079 | 44.29 | 491 | 52.01 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 125,693 | 29.61 | 12 | 71.43 | ||||
2025-08-07 | 13F | Montag A & Associates 公司 | 50,801 | 24.41 | 4,956 | 66.48 | ||||
2025-06-26 | NP | TBLRX - 泛美平衡 II R | 2,462 | 23.91 | 176 | 9.32 | ||||
2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 35,388 | 32.83 | 3,445 | 79.00 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 8,754 | 2.96 | 852 | 37.86 | ||||
2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 15,677 | 1,530 | ||||||
2025-03-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 68,342 | 9.87 | 5,539 | 19.79 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 377,100 | 0.19 | 36,707 | 34.14 | ||||
2025-08-14 | 13F | 法国巴黎银行 | 6,831 | 3.61 | 665 | 38.62 | ||||
2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 2,272 | 221 | ||||||
2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 1,639 | 94.42 | 160 | 160.66 | ||||
2025-05-27 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 873,500 | 4.44 | 63,503 | 5.11 | ||||
2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 45,224 | 13.63 | 4,402 | 52.16 | ||||
2025-08-14 | 13F | Teewinot 资本顾问有限责任公司 | 863,463 | 73.84 | 84,049 | 132.76 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/MFS 技术组合 IB 级 | 80,098 | 1.57 | 7,797 | 35.98 | ||||
2025-07-24 | 13F | 支点资本有限责任公司 | 77,988 | 5.26 | 7,591 | 40.94 | ||||
2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 3,657 | 262 | ||||||
2025-08-04 | 13F | 巴克海特资本管理有限公司 | 33,596 | 53.95 | 3,270 | 106.18 | ||||
2025-08-05 | 13F | 阿耳忒弥斯财富顾问有限责任公司 | 30,000 | 2,920 | ||||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 778,400 | 82.68 | 75,769 | 144.60 | |||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 380 | 111.11 | 37 | 176.92 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 462 | 7.44 | 45 | 41.94 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 551,800 | 22.70 | 53,712 | 64.29 | |||
2025-07-23 | 13F | 马里兰州退休金系统 | 62,149 | 3.39 | 6,050 | 38.42 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 796,023 | 6.56 | 66,009 | 31.29 | ||||
2025-07-21 | 13F | 成功的投资组合有限责任公司 | 2,110 | 205 | ||||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 4,962 | 483 | ||||||
2025-07-29 | 13F | 地区金融公司 | 20,144 | 1.19 | 1,961 | 35.45 | ||||
2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 25,934 | 7.09 | 2,524 | 43.41 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | Put | 200 | 17 | |||||
2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 121 | 9.01 | 9 | 0.00 | ||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 113 | 10.78 | 8 | 0.00 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 34,720 | 10.98 | 3,388 | 48.94 | ||||
2025-07-17 | 13F | 第一乡村银行 /CT/ | 2,742 | 267 | ||||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 13,656 | 2.57 | 1,329 | 37.44 | ||||
2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 6,876,993 | 492,874 | ||||||
2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | Short | -2,809 | 14.51 | -227 | 20.21 | |||
2025-08-13 | 13F | 法国集团 | 52,053 | 21.18 | 5,047 | 57.05 | ||||
2025-07-31 | 13F | 阿尔钛全球公司 | 9,523 | 2.32 | 930 | 37.02 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 25,360 | 0.09 | 2,469 | 34.06 | ||||
2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 2,650 | 258 | ||||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 29,823 | 1.66 | 2,409 | 7.02 | ||||
2025-08-18 | 13F | 雷克斯福德资本公司 | 100 | 10 | ||||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 3,010 | 293 | ||||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 1,286,887 | 125,266 | ||||||
2025-08-08 | 13F | 咨询资源组 | 6,555 | 0.35 | 638 | 34.60 | ||||
2025-07-16 | 13F | 梯度资本顾问有限责任公司 | 22,420 | 3.92 | 2,182 | 39.16 | ||||
2025-06-27 | NP | CHPY - YieldMax(TM) 半导体投资组合期权收益ETF | 2,550 | 183 | ||||||
2025-08-05 | 13F | 关键金融公司 | 460 | 45 | ||||||
2025-07-22 | 13F | 简单财富有限责任公司 | 62,314 | 6,066 | ||||||
2025-07-21 | 13F | 巴雷特公司 | 671 | 0.45 | 65 | 35.42 | ||||
2025-08-14 | 13F | 阿德斯利咨询合作伙伴有限公司 | Put | 18,000 | 1,752 | |||||
2025-08-13 | 13F | 米格资本有限责任公司 | 31,417 | 269.79 | 3,058 | 395.62 | ||||
2025-07-10 | 13F | 沃伊萨德资产管理集团有限公司 | 2,071 | 202 | ||||||
2025-08-14 | 13F | 阿尔肯资本管理有限公司 | 8,504,456 | 6.91 | 827,824 | 43.15 | ||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 264 | 26 | ||||||
2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 19,877 | 25.89 | 1,935 | 68.03 | ||||
2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 5,307 | 10.42 | 517 | 47.85 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 46,676 | 0.60 | 4,543 | 34.69 | ||||
2025-08-25 | NP | 伊顿万斯税务管理全球买入-卖出机会基金 | 58,089 | 572.33 | 5,654 | 800.32 | ||||
2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 52,122 | 4.95 | 5,074 | 40.53 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 830 | 81 | ||||||
2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 722 | 6.49 | 52 | -5.56 | ||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 8,689 | 23.18 | 846 | 65.04 | ||||
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 | 3,849,560 | 9.73 | 311,006 | 15.52 | ||||
2025-08-27 | NP | BTEUX - 巴伦科技基金 R6 股票 | 14,568 | 61.53 | 1,418 | 116.49 | ||||
2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁牛顿科技增长投资组合服务类 | 387,053 | 10.48 | 37,676 | 47.92 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 4,441 | 6.65 | 0 | |||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 219,048 | 6,566.10 | 21,322 | 8,858.82 | ||||
2025-08-13 | 13F | 景顺有限公司 | 17,919,290 | 3.40 | 1,744,264 | 38.44 | ||||
2025-08-27 | NP | USBOX - 梨树质量基金普通股 | 88,533 | 3.31 | 8,618 | 38.31 | ||||
2025-07-17 | 13F | LVW 顾问有限责任公司 | 2,522 | 245 | ||||||
2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 112,666 | 1.73 | 10,967 | 36.21 | ||||
2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 33,073 | 2.55 | 3,246 | 38.44 | ||||
2025-07-15 | 13F | Capstone财富管理集团有限责任公司 | 16,402 | 1,597 | ||||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 22 | 100.00 | 2 | |||||
2025-08-05 | 13F | 联邦退休投资有限责任公司 | 36,983 | 62.18 | 3,600 | 117.20 | ||||
2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 1,782,717 | 12.39 | 173,530 | 50.48 | ||||
2025-07-30 | 13F | Exencial 财富顾问有限公司 | 4,008 | 0.50 | 390 | 34.95 | ||||
2025-08-08 | 13F | 维斯特科公司 | 50,970 | 99.26 | 5 | 300.00 | ||||
2025-08-08 | 13F | IMA 财富公司 | 2 | 0 | ||||||
2025-08-06 | 13F | 聪明货币集团有限责任公司 | 2,875 | 280 | ||||||
2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 26,663 | 9.60 | 2,595 | 46.78 | ||||
2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 10,626 | 31.61 | 1,034 | 76.45 | ||||
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 | 85,765 | 8.10 | 6,147 | -4.42 | ||||
2025-08-14 | 13F | Xponance公司 | 355,459 | 2.43 | 34,600 | 37.15 | ||||
2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 335,595 | 0.05 | 32,667 | 33.96 | ||||
2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 1,188,249 | 13.40 | 95,999 | 19.39 | ||||
2025-05-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 1,695 | 123 | ||||||
2025-08-07 | 13F | 肯彭资本管理公司 | 70,828 | 36.40 | 6,894 | 82.62 | ||||
2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 12,813 | 602.08 | 1,247 | -16.25 | ||||
2025-07-25 | 13F | 萨瑟金融集团公司 | 5,043 | 15.40 | 491 | 54.57 | ||||
2025-08-14 | 13F | 赫罗德顾问公司 | 8,516 | 10.28 | 829 | 47.59 | ||||
2025-08-14 | 13F | 极地资本控股有限公司 | 1,391,611 | 135,459 | ||||||
2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 9,825 | 0.56 | 956 | 34.65 | ||||
2025-08-26 | NP | PRSCX - T. Rowe Price 科学技术基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,262,900 | 55.53 | 220,271 | 108.24 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 698,631 | 14.08 | 68 | 54.55 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - Seligman 全球科技基金 1 级 | 138,336 | 2.84 | 13,466 | 37.69 | ||||
2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 16,332 | 6.16 | 1,590 | 42.13 | ||||
2025-07-16 | 13F | TCI 财富顾问公司 | 2,229 | 217 | ||||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 3,211 | 14.35 | 233 | 15.35 | ||||
2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 92 | 31.43 | 7 | 40.00 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 532,571 | 51.74 | 51,841 | 103.17 | ||||
2025-08-12 | 13F | 德意志银行\ | Put | 225,000 | 21,902 | |||||
2025-08-12 | 13F | 德意志银行\ | 4,864,498 | 20.87 | 473,510 | 61.84 | ||||
2025-08-11 | 13F | 塞泽特资本合伙公司 | 118,191 | 23.26 | 11,505 | 65.05 | ||||
2025-08-14 | 13F | 梅诺拉·米夫塔希姆控股有限公司 | 1,059,280 | 103,110 | ||||||
2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 10,887 | 2.30 | 1,060 | 37.00 | ||||
2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 553,634 | 2.35 | 39,679 | -9.50 | ||||
2025-08-14 | 13F | 遗产财富管理有限公司 | 2,150 | 209 | ||||||
2025-08-13 | 13F | 宽博科技有限公司 | 62,003 | 43.69 | 6,035 | 92.38 | ||||
2025-07-08 | 13F | Lingohr & Partner 资产管理有限公司 | 8,622 | 1 | ||||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 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 | 8,164 | 286.55 | 795 | -53.92 | ||||
2025-08-13 | 13F | Qtron 投资有限责任公司 | 27,017 | 6.75 | 2,630 | 42.96 | ||||
2025-08-11 | 13F | Mach-1 金融集团有限公司 | 22,267 | 16.06 | 2,167 | 55.45 | ||||
2025-08-12 | 13F | Axq资本有限合伙人 | 5,676 | 553 | ||||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 1,621 | 5.67 | 0 | |||||
2025-08-13 | 13F | BLI - 卢森堡投资银行 | 43,700 | 4,247 | ||||||
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 | 77 | 22.22 | 6 | 0.00 | ||||
2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 2,683,028 | 174.56 | 261,166 | 267.62 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 114,770 | 9.16 | 11,172 | 46.16 | ||||
2025-07-09 | 13F | 捷克国家银行 | 312,661 | 6.05 | 30,434 | 41.99 | ||||
2025-08-08 | 13F | 橡树丰收投资服务 | 4,782 | 0.04 | 466 | 34.01 | ||||
2025-07-18 | 13F | 麦奎尔投资集团有限责任公司 | 295,928 | 0.49 | 28,806 | 34.55 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Call | 724,100 | 125.51 | 70,484 | 201.94 | |||
2025-08-13 | 13F/A | 克劳迪娅 Mp Batlle, Crp (r) Llc | 5,301 | 2.47 | 516 | 37.23 | ||||
2025-07-18 | 13F | 影响资本合伙公司 | 2,967 | 289 | ||||||
2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 783 | 40.57 | 76 | 90.00 | ||||
2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 11,757 | 53.69 | 950 | 61.67 | ||||
2025-08-28 | 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 | 1,168 | 42.79 | 114 | 91.53 | ||||
2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 10,124 | 97.73 | 985 | 164.78 | ||||
2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 6,593 | 18.73 | 642 | 59.06 | ||||
2025-08-08 | 13F | 家族企业有限公司 | 10,808 | 0.38 | 1,052 | 34.53 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 2,611,100 | 10.41 | 254,164 | 47.83 | |||
2025-08-05 | 13F | 德克萨斯银行与信托公司 | 2,970 | 289 | ||||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 2,919 | 1.71 | 284 | 36.54 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 179,755 | 43.97 | 17,497 | 92.78 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1,676 | 7.30 | 162 | 43.36 | ||||
2025-08-08 | 13F | 融合资本有限责任公司 | 100,561 | 2.57 | 9,789 | 37.34 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 1,144,222 | 4.76 | 82,006 | -7.36 | ||||
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 | 24,409 | 1.66 | 1,749 | -10.12 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 19,709 | 1,918 | ||||||
2025-04-28 | NP | MPAY - Akros 每月支付 ETF | 294 | 1,076.00 | 23 | -4.35 | ||||
2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 1,335 | 2,467.31 | 96 | 106.52 | ||||
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 | 586,611 | 1.07 | 42,042 | -10.62 | ||||
2025-08-01 | 13F | 梅希尔资本有限责任公司 | 8,570 | 6.46 | 834 | 42.56 | ||||
2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 1,206 | 97 | ||||||
2025-08-12 | 13F | 鹭湾资本管理公司 | 90,869 | 9.83 | 8,845 | 47.07 | ||||
2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 3,494 | 2.55 | 340 | 37.65 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -161 | -16 | |||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 24,978 | 71.58 | 2,431 | 129.77 | ||||
2025-07-22 | 13F | 广发基金管理有限公司 | 254,752 | 2.60 | 24,798 | 37.38 | ||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 231 | 22 | ||||||
2025-07-30 | 13F | 受托家族办公室有限责任公司 | 15,603 | 23.21 | 1,519 | 65.00 | ||||
2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 47,884 | 0.24 | 3,432 | -0.90 | ||||
2025-08-14 | 13F | 隆奥资产管理(欧洲)有限公司 | 158,512 | 252.83 | 15,430 | 372.41 | ||||
2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 798,159 | 26.73 | 77,693 | 69.69 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 174,980 | 5.15 | 17,033 | 40.78 | ||||
2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 2,163 | 211 | ||||||
2025-07-23 | 13F | 拉拉威金融公司 | 9,000 | 876 | ||||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 464,152 | 5.33 | 45,181 | 41.03 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 19,086 | 212.89 | 1,858 | 319.19 | ||||
2025-08-07 | 13F | 奥特曼顾问公司 | 24,776 | 1.04 | 2,399 | 36.48 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 12,236 | 2.83 | 1,191 | 37.69 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 341,673 | 7.64 | 24,488 | -4.82 | ||||
2025-08-26 | NP | FT Vest 股息上涨总回报基金 | 6,161 | 79.20 | 600 | 140.56 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 6,648 | 13.10 | 647 | 51.52 | ||||
2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 2,850 | 277 | ||||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 42,589 | 1.73 | 4,146 | 36.21 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 1,644 | 160 | ||||||
2025-07-09 | 13F | 弗拉加索集团公司 | 3,186 | 310 | ||||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 26,169 | 121.49 | 2,547 | 196.85 | ||||
2025-08-12 | 13F | 哈特兰顾问公司 | 69,803 | 6,795 | ||||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 832,430 | 18.61 | 81,030 | 58.82 | ||||
2025-08-14 | 13F | FIL有限公司 | 7,108,442 | 2.45 | 691,936 | 37.17 | ||||
2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 26,393 | 0.94 | 2,569 | 35.21 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 88 | 193.33 | 9 | 300.00 | ||||
2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 996,897 | 35.23 | 97,281 | 81.52 | ||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 15,259 | 17.51 | 1,485 | 57.48 | ||||
2025-06-30 | NP | BDIV - AAM BRENTVIEW 股息增长 ETF | 1,000 | 66.67 | 72 | 47.92 | ||||
2025-08-22 | NP | QTUM - Defiance 量子 ETF | 212,636 | 1.57 | 20,698 | 35.99 | ||||
2025-08-13 | 13F | 财富探索公司 | 3,564 | 1.08 | 347 | 35.16 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 54,476 | 1.89 | 3,904 | -9.90 | ||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 2,487,455 | 29.81 | 242,129 | 73.81 | ||||
2025-08-18 | 13F | 战术顾问有限责任公司 | 4,180 | 407 | ||||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 5,882 | 7.55 | 573 | 44.08 | ||||
2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 391 | 38 | ||||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 10 | 1 | ||||||
2025-07-25 | 13F | 蒙特鲁斯科博尔顿投资公司 | 2,561,424 | 48.38 | 244,220 | 99.60 | ||||
2025-08-26 | NP | LCDS - 摩根大通基本数据科学大型核心 ETF | 647 | 35.07 | 63 | 82.35 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 45,728 | 7.30 | 3,694 | 12.97 | ||||
2025-06-25 | NP | MCGFX - AMG 管理公司 Montag & Caldwell Growth Fund N 类股票 | 105,617 | 7,570 | ||||||
2025-05-28 | 13F | 硅谷资本合伙人 | 814 | 0.37 | 59 | 1.72 | ||||
2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 175,916 | 40.43 | 12,608 | 24.17 | ||||
2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 13,679 | 395.08 | 1,105 | -51.28 | ||||
2025-03-19 | NP | NWFAX - 全国基金A类 | 146,690 | 11,889 | ||||||
2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 154 | 29.41 | 15 | 75.00 | ||||
2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 92,599 | 2,740.46 | 9,014 | 3,702.95 | ||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 44,853 | 75.80 | 4,366 | 135.44 | ||||
2025-08-07 | 13F | 中西部信托公司 | 121,059 | 11,784 | ||||||
2025-07-28 | NP | TDV - ProShares S&P Technology Dividend Aristocrats ETF | 84,772 | 3.71 | 6,849 | 9.18 | ||||
2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 89,865 | 104.48 | 7,260 | 115.30 | ||||
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 | 1,526,209 | 8.32 | 109,383 | -4.21 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 7,980 | 15.69 | 777 | 54.89 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 3,757 | 160.00 | 366 | 247.62 | ||||
2025-06-24 | NP | 路博迈下一代连接基金公司 | 250,063 | 42.49 | 17,922 | 26.00 | ||||
2025-07-15 | 13F | DSG资本顾问有限公司 | 30,796 | 127.43 | 2,998 | 204.57 | ||||
2025-07-22 | 13F | 格拉斯财富管理有限公司 | 28,870 | 8.53 | 2,810 | 45.37 | ||||
2025-08-14 | 13F | 晴雨表资本管理公司 | 38,260 | 3,724 | ||||||
2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 21,538 | 1,544 | ||||||
2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 206 | 64.80 | 20 | 122.22 | ||||
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 | 14,123 | 46.25 | 1,012 | 29.41 | ||||
2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 25,536 | 2,486 | ||||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 1,002 | 7.17 | 98 | 44.78 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Put | 315,900 | 183.83 | 31 | 275.00 | |||
2025-08-14 | 13F/A | 巴克莱银行 | 7,738,427 | 21.11 | 753 | 62.28 | ||||
2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 2,660 | 259 | ||||||
2025-07-29 | NP | ACEIX - 景顺股票和收益基金 A 类 | 969,455 | 1.21 | 78,322 | 6.55 | ||||
2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 3,711 | 364 | ||||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 91,572 | 5.11 | 7,398 | 10.67 | ||||
2025-08-01 | 13F | 枪证券公司 | 4,224 | 7.21 | 414 | 34.53 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 18,595 | 47.04 | 181,004 | 96.88 | |||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 88,401 | 8,605 | ||||||
2025-07-30 | NP | LGRO - 四级大盘成长主动型 ETF | 36,205 | 2.58 | 2,925 | 8.01 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 5,345 | 21.92 | 52,028 | 63.25 | |||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 885,080 | 86,154 | ||||||
2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,767,328 | 11.49 | 172,032 | 49.28 | ||||
2025-08-14 | 13F | Clg有限责任公司 | 3,445 | 0.03 | 335 | 34.00 | ||||
2025-07-25 | 13F | 康科德资产管理有限公司/VA | 17,502 | 11.31 | 1,704 | 62.35 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 263,166 | 35.25 | 25,617 | 81.10 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州财富建立基金标准级 | 5,643 | 12.19 | 549 | 50.41 | ||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 1,219,253 | 368,254.38 | 118,682 | 33,616.48 | ||||
2025-07-09 | 13F | 灯塔金融集团 | 5,289 | 6.50 | 515 | 42.78 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 12,000 | 1,168 | |||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 10,400 | 1,012 | |||||
2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 130,203 | 1.58 | 12,674 | 36.01 | ||||
2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 418,129 | 163.96 | 40,701 | 253.45 | ||||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 10,881 | 15.50 | 1,059 | 54.82 | ||||
2025-08-13 | 13F | 定制索引系统有限公司 | 8,748 | 76.87 | 852 | 137.05 | ||||
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 | 190 | 14 | ||||||
2025-08-05 | 13F | iA全球资产管理公司 | 146,206 | 0.22 | 14 | 40.00 | ||||
2025-07-21 | 13F | 111资本 | 16,828 | 58.99 | 1,638 | 113.00 | ||||
2025-07-16 | 13F | ORG 财富合伙人有限公司 | 4 | 0 | ||||||
2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,842,588 | 8.29 | 148,863 | 14.01 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 14,995,794 | 12.08 | 1,459,691 | 50.06 | ||||
2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 2,539,876 | 7.88 | 247,232 | 44.45 | ||||
2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 106,350 | 35.22 | 10,369 | 80.91 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 245,421 | 37.36 | 23,889 | 83.93 | ||||
2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 857,793 | 1.56 | 83,498 | 35.99 | ||||
2025-06-27 | NP | TEC - 港口转型技术 ETF | 987 | 71 | ||||||
2025-07-10 | 13F | Vista 投资合伙公司 | 9,177 | 893 | ||||||
2025-08-08 | 13F | 公民金融集团公司/ri | 15,507 | 44.26 | 1,509 | 92.72 | ||||
2025-07-18 | 13F | BSW财富合作伙伴 | 11,327 | 2.79 | 1,103 | 37.58 | ||||
2025-08-13 | 13F | 科洛弗资本集团有限公司 | 22,740 | 6.06 | 2,214 | 42.04 | ||||
2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 1,027 | 100 | ||||||
2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 408,784 | 3.43 | 29,298 | -8.54 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 3,049,460 | 17.38 | 296,833 | 57.17 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 155,078 | 1.80 | 15,095 | 36.31 | ||||
2025-08-14 | 13F | 字幕管理有限责任公司 | 17,200 | 91.11 | 1,674 | 155.96 | ||||
2025-08-13 | 13F | 纽约州共同退休基金 | 1,608,772 | 0.10 | 157 | 34.48 | ||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 11,504 | 1,162 | ||||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 360 | 26 | ||||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 440,727 | 2.68 | 43,698 | 40.04 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 27,704 | 35.66 | 2,697 | 81.67 | ||||
2025-07-25 | NP | SNPV - Xtrackers S&P 500 价值 ESG ETF | 527 | 43 | ||||||
2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 6,246 | 4.90 | 448 | -7.26 | ||||
2025-08-22 | NP | 德国 DWS 变量系列 II - DWS CROCI US VIP A 级 | 12,257 | 49.24 | 1,193 | 99.83 | ||||
2025-08-29 | NP | JVMAX - 约翰汉考克纪律价值中盘基金 A 类 | 1,800,190 | 54.51 | 175,230 | 106.88 | ||||
2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 401,297 | 149.92 | 32,421 | 163.11 | ||||
2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 2,371 | 16.34 | 170 | 2.42 | ||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 72,992 | 108.64 | 7,105 | 179.39 | ||||
2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 18,695 | 99.97 | 1,820 | 167.89 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 4,789 | 14.90 | 466 | 53.80 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 1,032 | 100 | ||||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 1,484,481 | 63.61 | 144,054 | 123.27 | ||||
2025-08-25 | NP | AVPEX - ALPS/Red Rocks 上市私募股权投资组合 I 类 | 2,721 | 20.93 | 265 | 61.96 | ||||
2025-07-30 | 13F | 格林纳普街财富管理有限公司 | 30,513 | 1.25 | 2,970 | 35.62 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Invesco 全球投资组合 IB 类 | 38,772 | 18.41 | 3,774 | 58.57 | ||||
2025-08-07 | 13F | FDx 顾问公司 | 3,211 | 0 | ||||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 28,531 | 0.36 | 2,777 | 34.41 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 208,096 | 15,110 | ||||||
2025-08-12 | 13F | 保德信金融公司 | 1,370,288 | 3.86 | 133,384 | 39.07 | ||||
2025-07-30 | 13F | 第一州际银行 | 2,367 | 230 | ||||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 277,326 | 93.48 | 26,995 | 159.06 | ||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 1,075,091 | 23.86 | 104,649 | 65.84 | ||||
2025-07-14 | 13F | 清港资产管理有限责任公司 | 4,494 | 437 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通股票收益投资组合 1 级 | 35,458 | 19.97 | 2,541 | 6.10 | ||||
2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 9,537 | 2.20 | 928 | 36.87 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 8,450 | 42.83 | 823 | 91.16 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | 218,100 | 13.71 | 21,230 | 52.26 | ||||
2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 675,195 | 3.80 | 48,391 | -8.21 | ||||
2025-08-13 | 13F | 莫内科顾问有限责任公司 | 3,576 | 2.52 | 348 | 37.55 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 7,762 | 7.76 | 556 | -4.63 | ||||
2025-08-12 | 13F | Oak Associates Ltd /哦/ | 57,638 | 133.94 | 5,610 | 213.23 | ||||
2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 4,252 | 414 | ||||||
2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 20,661 | 0.88 | 2,011 | 35.06 | ||||
2025-04-10 | 13F | 联合消化控股公司 | 48,928 | 3,557 | ||||||
2025-08-14 | 13F | 目的地财富管理 | 3,511 | 5.75 | 342 | 41.49 | ||||
2025-08-04 | 13F | 密钥银行国家协会/哦 | 49,654 | 24.70 | 4,833 | 67.00 | ||||
2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 80,539 | 68.21 | 7,840 | 125.26 | ||||
2025-08-04 | 13F | 墨菲波拉德资产管理有限责任公司 | 2,105 | 205 | ||||||
2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 12,071 | 0.34 | 1,175 | 34.44 | ||||
2025-07-11 | 13F | 银橡树证券公司 | 3,971 | 0.81 | 387 | 34.97 | ||||
2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 80,455 | 48.13 | 7,831 | 98.35 | ||||
2025-08-13 | 13F | NZS 资本有限责任公司 | 1,054,878 | 13.21 | 102,682 | 51.59 | ||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 82,252 | 14.75 | 8,006 | 53.67 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 2,026 | 437.40 | 197 | -35.83 | ||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 734,181 | 3.03 | 59,314 | 8.47 | ||||
2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 12,186 | 8.04 | 1,186 | 44.81 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 1,170,100 | 52.10 | 113,898 | 103.65 | |||
2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 218 | 57.97 | 21 | -85.62 | ||||
2025-08-14 | 13F | 第一曼哈顿公司 | 54,536 | 622.24 | 5,321 | 867.45 | ||||
2025-08-14 | 13F | 曼彻斯特环球管理(英国)有限公司 | 220,436 | 21,457 | ||||||
2025-08-29 | NP | JABLX - Janus Henderson 平衡投资组合服务股票 | 625,417 | 2.39 | 60,878 | 37.09 | ||||
2025-08-26 | NP | 纽约梅隆银行投资组合 - 技术增长投资组合 - 初始股 | 50,874 | 1.54 | 4,952 | 35.97 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 295 | 170.64 | 29 | 300.00 | ||||
2025-04-01 | NP | DUBS - Aptus 大盘增强收益 ETF | 5,540 | 4.53 | 449 | 13.96 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 14,766 | 3.20 | 1,437 | 38.17 | ||||
2025-06-24 | NP | JDIV-摩根大通股息领先ETF | 668 | 46.49 | 48 | 30.56 | ||||
2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 88,743 | 0.69 | 8,638 | 34.82 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 197,779 | 6.21 | 15,979 | 11.81 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 118,646 | 1.24 | 11,549 | 35.57 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc(d/b/a Bay Colony Advisors) | 4,475 | 436 | ||||||
2025-07-30 | NP | BFOR - 巴伦 400 ETF | 4,646 | 880.17 | 375 | -15.54 | ||||
2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 14,303 | 39.26 | 1,156 | 46.57 | ||||
2025-08-28 | NP | DEMZ - DEMZ 政治捐款 ETF | 13,030 | 30.21 | 1,268 | 74.42 | ||||
2025-08-05 | 13F | 科顿资本公司 | 3,846 | 374 | ||||||
2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 20,273 | 1.13 | 1,973 | 35.42 | ||||
2025-08-08 | 13F | denkapparat Operations GmbH | 12,346 | 10.67 | 1,202 | 48.09 | ||||
2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 4,243 | 1.24 | 413 | 35.53 | ||||
2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 763,042 | 0.74 | 74,275 | 34.89 | ||||
2025-08-04 | 13F | 现场和主要银行 | 4,160 | 60.31 | 405 | 114.89 | ||||
2025-08-06 | 13F | 范式资产管理有限公司 | 19,600 | 1,908 | ||||||
2025-07-25 | 13F | 赛普拉斯资本集团 | 28,312 | 11.40 | 2,756 | 49.16 | ||||
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 | 191 | 35.46 | 14 | 18.18 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 74,899 | 15.46 | 7,291 | 54.58 | ||||
2025-08-13 | 13F | 百达资产管理控股公司 | 8,824,976 | 8.99 | 859,016 | 45.93 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 160,751 | 9.81 | 11,521 | -2.89 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 7,965 | 10.67 | 777 | 48.28 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 162,346 | 11.31 | 15,397 | 45.20 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 16,090 | 2.30 | 1,566 | 37.01 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 158,519 | 11,361 | ||||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 100,528 | 2.72 | 9,785 | 37.55 | ||||
2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 1,300 | 160.00 | 127 | 250.00 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 1,458 | 38.20 | 142 | 24.78 | ||||
2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 4,980 | 485 | ||||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 36,004 | 41.14 | 3,505 | 89.00 | ||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | 15,033 | 164.29 | 1,463 | 254.24 | ||||
2025-08-11 | 13F | 先锋集团公司 | 130,609,265 | 1.13 | 12,713,506 | 35.40 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 44,043 | 15.95 | 4,287 | 55.27 | ||||
2025-08-15 | 13F | 战略投资顾问/MI | 8,254 | 24.83 | 795 | 65.63 | ||||
2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 3,763 | 1.24 | 366 | 35.56 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 62,009 | 6,036 | ||||||
2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 32,566 | 69.13 | 2,334 | 49.62 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 88,251 | 20.71 | 8,590 | 65.73 | ||||
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 | 1,394 | 100 | ||||||
2025-08-06 | 13F | 韦德布什证券公司 | 20,968 | 19.52 | 2 | 100.00 | ||||
2025-08-13 | 13F | Westerkirk资本公司 | 47,617 | 4,635 | ||||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 2 | 0 | ||||||
2025-08-27 | NP | ARTLX - Artisan 价值基金投资者股票 | 81,485 | 7,932 | ||||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 20,129 | 1,959 | ||||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 46,045 | 50.26 | 4,482 | 101.26 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 1,419 | 45.24 | 118 | 80.00 | ||||
2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 8,923 | 8.11 | 869 | 44.67 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 21,200 | 2,064 | ||||||
2025-08-14 | 13F | 范埃克联合公司 | 6,140,267 | 49.18 | 598 | 99.67 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 3,842,815 | 19.81 | 374,060 | 60.42 | ||||
2025-07-18 | 13F | Fmb财富管理 | 2,060 | 201 | ||||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 15,681 | 2.48 | 1,526 | 37.23 | ||||
2025-06-24 | NP | QFLR - 创新者 Nasdaq-100 托管场内 ETF | 60,982 | 4,371 | ||||||
2025-03-31 | NP | JSFBX - 约翰汉考克海港多/空基金 A 类 | 12,524 | 22.83 | 1,015 | 33.91 | ||||
2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -16,700 | -16.68 | -1,626 | 11.53 | |||
2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 4,500 | 438 | ||||||
2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 869 | 16.02 | 85 | 55.56 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 2,266,184 | 4.51 | 220,590 | 39.93 | ||||
2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 297,335 | 0.09 | 24,022 | 5.37 | ||||
2025-06-26 | NP | TGLR - LAFFER|TENGLER 股票收益 ETF | 4,626 | 6.49 | 332 | -5.97 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,499,363 | 2.52 | 145,948 | 37.27 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 69,699 | 23.57 | 7 | 50.00 | ||||
2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 69,087 | 15.93 | 5,582 | 22.04 | ||||
2025-07-11 | 13F | 考德威尔证券公司 | 2,103 | 7.46 | 205 | 43.66 | ||||
2025-08-27 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- INVESCO VI 多元化股息基金系列 I | 20,198 | 2.11 | 1,966 | 36.72 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 17,658 | 0.69 | 1,719 | 34.85 | ||||
2025-07-25 | 13F | CWM有限公司 | 67,491 | 2.07 | 7 | 50.00 | ||||
2025-08-11 | 13F | 中西部专业规划师有限公司 | 52,350 | 1.66 | 5,096 | 36.12 | ||||
2025-08-27 | NP | ARTRX - Artisan 全球机会基金投资者股票 | 358,070 | 55.97 | 34,855 | 108.83 | ||||
2025-08-28 | NP | Acap战略基金 | 4,067,314 | 6.87 | 395,912 | 43.10 | ||||
2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,168,942 | 1.54 | 989,845 | 35.95 | ||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 12,426 | 3.10 | 1,210 | 38.01 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 10,879,674 | 3.26 | 1,059,027 | 38.26 | ||||
2025-08-13 | 13F | 温斯洛资本管理有限公司 | 8,310,124 | 6.95 | 808,907 | 43.20 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 41,754 | 10.56 | 3,373 | 16.39 | ||||
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 | 272,360 | 50.93 | 19,520 | 33.47 | ||||
2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类 | 56,596 | 11.35 | 5,509 | 49.13 | ||||
2025-08-12 | 13F | Ci投资公司 | 239,560 | 0.14 | 23 | 35.29 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 12,770 | 15.00 | 1,243 | 54.03 | ||||
2025-08-05 | 13F | 访问投资管理有限责任公司 | 99 | 10 | ||||||
2025-08-27 | 13F | 赛普拉斯资本顾问有限责任公司 | 8,384 | 4.67 | 816 | 40.21 | ||||
2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 3,212 | 0 | ||||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 55,131 | 77.77 | 5,366 | 138.07 | ||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 590 | 742.86 | 57 | 1,040.00 | ||||
2025-08-26 | NP | DMAGX - Driehaus 多元资产增长经济基金 | 9,283 | 1,003.80 | 904 | 67.22 | ||||
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 | 124,691 | 1.58 | 12,137 | 36.02 | ||||
2025-08-29 | NP | FTZIX - Fuller & Thaler 行为无约束股票基金机构股票 | 131,040 | 10.51 | 12,755 | 47.97 | ||||
2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 10,427 | 12.97 | 1,015 | 51.12 | ||||
2025-07-22 | 13F | 资本顾问公司/ok | 30,134 | 0.69 | 2,933 | 34.85 | ||||
2025-06-30 | NP | QQQG - Pacer Nasdaq 100 前 50 大现金牛成长型 ETF | 604 | 144.53 | 43 | 115.00 | ||||
2025-07-18 | 13F | 综合投资组合审查公司 | 24,246 | 10.56 | 2,360 | 48.06 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 28,349 | 24.76 | 2,759 | 67.11 | ||||
2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 48,315 | 12.84 | 4,703 | 51.09 | ||||
2025-07-09 | 13F | 连接投资组合管理有限责任公司 | 25,000 | 2,434 | ||||||
2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 30,862 | 0.56 | 3,004 | 34.65 | ||||
2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 1,168 | 124.62 | 0 | |||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 6,592 | 17.40 | 642 | 57.11 | ||||
2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 39 | 160.00 | 4 | 200.00 | ||||
2025-08-27 | NP | AIM 可变保险基金 (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO VI 科技基金系列 I | 59,644 | 121.99 | 5,806 | 197.24 | ||||
2025-07-22 | 13F | Gsa资本合伙公司 | 9,324 | 1 | ||||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 6,523 | 636 | ||||||
2025-08-04 | 13F | 惠伦财富管理公司 | 6,626 | 645 | ||||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 10,189 | 4.20 | 988 | 41.40 | ||||
2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 158,236 | 51.04 | 15,403 | 102.23 | ||||
2025-07-29 | 13F | 马特森金融服务有限公司 | 24,809 | 5.26 | 2,415 | 40.92 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 1,056 | 20.69 | 103 | 61.90 | ||||
2025-08-07 | 13F | 布里奥顾问有限责任公司 | 2,961 | 4.81 | 288 | 40.49 | ||||
2025-08-19 | 13F | 国家资产管理公司 | Call | 100 | 10 | |||||
2025-08-26 | NP | RMDAX - AllianzGI 中型基金 A | 62,142 | 18.67 | 6,049 | 58.91 | ||||
2025-08-11 | 13F | 真正的私人财富顾问 | 4,557 | 0.02 | 444 | 33.84 | ||||
2025-08-14 | 13F | 科学技术合作伙伴有限合伙公司 | 161,000 | 67.62 | 15,672 | 124.45 | ||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 343,400 | 122.70 | 33,427 | 198.18 | ||||
2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 1,101 | 6.07 | 107 | 42.67 | ||||
2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 294,764 | 0.34 | 28,692 | 34.34 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 57,832 | 22.17 | 5,629 | 63.59 | ||||
2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 1,150 | 161.96 | 82 | 134.29 | ||||
2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 51,772 | 299.69 | 5,039 | -52.33 | ||||
2025-08-14 | 13F | 富勒泰勒资产管理公司 | 231,458 | 1.94 | 22,530 | 36.50 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 371,749 | 5.14 | 36,186 | 40.77 | ||||
2025-08-13 | 13F | 财务自由有限责任公司 | 637 | 0.31 | 62 | 34.78 | ||||
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 | 315,340 | 175.36 | 30,695 | 268.71 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 24,252 | 2,361 | ||||||
2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 3,595 | 5.74 | 350 | 41.30 | ||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 303,888 | 18.40 | 29,580 | 58.53 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 124 | 45.88 | 12 | -86.67 | ||||
2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 470,636 | 10.61 | 38,023 | 16.44 | ||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 84,843 | 46.73 | 6,081 | 29.75 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 9,538 | 2.32 | 693 | 2.97 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 226,157 | 1.76 | 16,209 | -10.02 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 2,291 | 24.92 | 164 | 10.81 | ||||
2025-08-07 | 13F | 梅波特有限公司 | 3,151 | 0.35 | 307 | 34.21 | ||||
2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 43,221 | 18.86 | 3,492 | 25.13 | ||||
2025-07-10 | 13F | Strathmore 资本顾问公司 | 9,778 | 976 | ||||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 134,695 | 2.51 | 9,654 | -9.35 | ||||
2025-08-08 | 13F | KBC 集团 | 849,039 | 6.04 | 83 | 41.38 | ||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 1,082,312 | 23.75 | 105,352 | 65.69 | ||||
2025-07-22 | 13F | LGT基金管理有限公司 | 38,620 | 120.56 | 3,759 | 195.52 | ||||
2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 13,629 | 1.32 | 1,101 | 6.69 | ||||
2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 6,125 | 0.87 | 596 | 35.15 | ||||
2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 5,574 | 12.77 | 399 | -0.25 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 92,497 | 89.80 | 9,004 | 154.18 | ||||
2025-08-12 | 13F | Integras Partners有限责任公司 | 2,660 | 259 | ||||||
2025-07-29 | NP | EBI-长景优势ETF | 4,661 | 62.18 | 377 | 70.91 | ||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 65,409 | 14.58 | 5,284 | 20.64 | ||||
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 | 19,280 | 5.72 | 1,558 | 11.29 | ||||
2025-07-28 | 13F | 斯特林财务规划公司 | 2,220 | 216 | ||||||
2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 536 | 39 | ||||||
2025-08-26 | NP | IUAAX - VY(R) Invesco 股票和收益投资组合类别 ADV | 35,320 | 1.19 | 3,438 | 35.51 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 14,826 | 82.61 | 1,443 | 144.58 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 673,080 | 2.40 | 65,648 | 37.02 | ||||
2025-08-12 | 13F | 磁石财富管理有限责任公司 | 4,182 | 28.56 | 407 | 72.46 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 552,691 | 1.93 | 53,799 | 36.48 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares 科技机会主动型 ETF | 2,433 | 174 | ||||||
2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 709,490 | 3.40 | 50,849 | -8.56 | ||||
2025-08-22 | NP | DCUAX - DWS CROCI 美国基金 A 类 | 60,681 | 49.49 | 5,907 | 100.14 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | 2,643 | 257 | ||||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 189,800 | 188.89 | 18,475 | 286.83 | |||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 12,408 | 1,208 | ||||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 225,000 | 2,547.06 | 21,902 | 3,449.59 | |||
2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 522,650 | 130.31 | 50,875 | 208.36 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 53,242 | 5,183 | ||||||
2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,289,189 | 2.60 | 104,154 | 8.01 | ||||
2025-08-12 | 13F | 万国数据财富管理 | 110,215 | 42.61 | 10,728 | 90.96 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 4,937 | 286.61 | 399 | 310.31 | ||||
2025-07-14 | 13F | Fonder AB 取得进展 | 114,219 | 5.04 | 11,118 | 38.59 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 41,126,456 | 1.41 | 4,003,249 | 35.78 | ||||
2025-08-15 | 13F/A | 交响金融有限公司 | 4,098 | 385 | ||||||
2025-07-21 | 13F | 丰盛财富顾问 | 11,537 | 1.09 | 1 | |||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 85,495 | 5.82 | 6,907 | 11.42 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 102 | 9.68 | 7 | 0.00 | ||||
2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 3,922 | 382 | ||||||
2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta 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 | 61,371 | 10.14 | 4,958 | 15.95 | ||||
2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 566 | 55.92 | 55 | 111.54 | ||||
2025-07-11 | 13F | 永久有限公司 | 9,840 | 8.41 | 958 | 45.22 | ||||
2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 1,691,107 | 54.90 | 164,612 | 107.40 | ||||
2025-07-24 | 13F | 利奥财富有限责任公司 | 3,205 | 312 | ||||||
2025-08-26 | NP | JPIVX - 摩根大通无畏价值基金 I 类 | 4,590 | 397.83 | 447 | -14.89 | ||||
2025-08-27 | NP | FGIPX - 特拉华增长和收入基金机构类别 | 127,050 | 20.24 | 12,367 | 61.01 | ||||
2025-07-18 | 13F | 中西部金融集团有限责任公司 | 6,676 | 0.01 | 650 | 33.81 | ||||
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 | 68 | 5 | ||||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 61,435 | 1,149.69 | 5,980 | 1,575.07 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/奥本海默全球增长基金 (a) | 109,467 | 15.34 | 10,656 | 54.42 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 44,190 | 19.20 | 4,301 | 59.59 | ||||
2025-06-27 | NP | PCBCX - 胜利先锋平衡基金C类 | 40,446 | 2,899 | ||||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 2,758,497 | 54.14 | 268,512 | 88.08 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 15,730 | 40.30 | 1,531 | 87.85 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 28,966 | 4.06 | 2,820 | 39.35 | ||||
2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 15,659 | 0.12 | 1,524 | 34.04 | ||||
2025-08-13 | 13F | HAP 贸易有限公司 | Put | 42,000 | 39.53 | 131 | -34.83 | |||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 1,632 | 46.11 | 159 | 96.30 | ||||
2025-08-13 | 13F | HAP 贸易有限公司 | Call | 69,600 | 61.48 | 867 | 943.37 | |||
2025-07-08 | 13F | 圣骑士财富有限责任公司 | 7,783 | 3.93 | 758 | 39.15 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 2,833 | 19.28 | 276 | 59.88 | ||||
2025-08-12 | 13F | 鲍伊资本管理有限公司 | 126,003 | 121.52 | 12,265 | 196.61 | ||||
2025-07-16 | 13F | Maridea财富管理有限公司 | 30,394 | 316.76 | 2,959 | 458.11 | ||||
2025-08-13 | 13F | 胜利金融集团有限公司 | 4,114 | 53.91 | 400 | 95.12 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 7,460 | 12.86 | 726 | 51.25 | ||||
2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 5,308 | 27.05 | 517 | 70.30 | ||||
2025-08-13 | 13F | 加贝利基金有限责任公司 | 2,600 | 253 | ||||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 112 | 38.27 | 11 | 120.00 | ||||
2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 77,031 | 5.76 | 7,498 | 41.61 | ||||
2025-07-24 | 13F | 西方银行公司 | 2,524 | 246 | ||||||
2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | Short | -1,618 | -6.85 | -157 | 24.60 | |||
2025-07-17 | 13F | E 六十三有限公司 | 205,809 | 20,033 | ||||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 58,559 | 24.48 | 5,700 | 66.67 | ||||
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 | 235,727 | 2.03 | 22,946 | 36.61 | ||||
2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 14,204 | 1,383 | ||||||
2025-08-12 | 13F | 阿彻投资公司 | 1,094 | 0.09 | 106 | 34.18 | ||||
2025-08-11 | 13F | 平台技术合作伙伴 | 21,179 | 4.96 | 2,062 | 40.49 | ||||
2025-08-06 | 13F | 吉纳斯资本管理公司 | 148,720 | 14,476 | ||||||
2025-08-04 | 13F | 尖峰财富管理 | 21,219 | 215.95 | 2,036 | 317.01 | ||||
2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 160 | 100.00 | 11 | 83.33 | ||||
2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 55 | 4 | ||||||
2025-08-14 | 13F | 大和证券集团公司 | 298,003 | 2.54 | 29 | 38.10 | ||||
2025-08-14 | 13F | 前奏资本管理有限公司 | 12,347 | 55.19 | 1,202 | 107.79 | ||||
2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,977,833 | 12.45 | 141,751 | -0.56 | ||||
2025-04-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 340 | 1,159.26 | 26 | 2,500.00 | ||||
2025-07-30 | NP | DTCR - Global X 数据中心房地产投资信托基金和数字基础设施 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 | 61,495 | 5.98 | 4,968 | 11.59 | ||||
2025-08-14 | 13F | 圆财富管理有限公司 | 20,723 | 2.10 | 2,017 | 36.75 | ||||
2025-08-13 | 13F | 挪威银行 | 19,463,578 | 1,894,585 | ||||||
2025-07-30 | 13F | 昌盛金融集团有限公司 | 4,724 | 0.77 | 460 | 35.00 | ||||
2025-08-28 | NP | BBR ALO 基金有限责任公司 | 134,093 | 4.02 | 13,053 | 39.28 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,502,100 | 77.46 | 146,214 | 137.60 | ||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 6,993 | 681 | ||||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 1,986 | 193 | ||||||
2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 7,836 | 4.89 | 763 | 40.33 | ||||
2025-07-17 | 13F | SC&H 财务顾问公司 | 9,404 | 4.41 | 915 | 39.91 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 261,016 | 39.23 | 25,407 | 86.42 | ||||
2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 14,511 | 352.90 | 1,413 | 508.62 | ||||
2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 20,171 | 1,963 | ||||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 2,432,504 | 2.28 | 236,841 | 36.98 | ||||
2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 415 | 192.25 | 34 | 230.00 | ||||
2025-08-12 | 13F | 美国APG资产管理公司 | 49,925 | 24.94 | 4,833 | 66.08 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 489 | 19.85 | 48 | 62.07 | ||||
2025-07-16 | 13F | 传奇财务顾问公司 | 70 | 7 | ||||||
2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 21,914 | 49.99 | 2 | 100.00 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 20,219 | 17.35 | 1,633 | 23.52 | ||||
2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 3,805 | 27.26 | 0 | |||||
2025-06-24 | NP | Innovator ETFs Trust - Innovator Loup Frontier Tech ETF | 31,797 | 16.93 | 2,279 | 3.40 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 29,279 | 30.27 | 2,365 | 37.18 | ||||
2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 1,854,296 | 94.77 | 180,497 | 160.78 | ||||
2025-07-22 | 13F | 科德尔/莫里森财富管理 | 20,525 | 0.22 | 1,998 | 34.21 | ||||
2025-07-25 | 13F | 第1858章 | 5,137 | 52.39 | 500 | 104.08 | ||||
2025-08-12 | 13F | 财富桥资本管理有限公司 | 3,691 | 359 | ||||||
2025-08-14 | 13F | 阳光地带证券公司 | 13,141 | 0.94 | 949 | 0.32 | ||||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 3,475 | 13.71 | 281 | 19.66 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 16,745 | 1,353 | ||||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 1,230,700 | 17.11 | 119,796 | 56.80 | |||
2025-07-08 | 13F | 梯度投资有限责任公司 | 244,452 | 4.46 | 23,795 | 39.86 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -146,470 | 365.16 | -14,257 | 522.85 | |||
2025-08-14 | 13F | 美国银行 /de/ | Put | 944,400 | 9.04 | 91,928 | 46.00 | |||
2025-08-21 | 13F | Pathway 财务顾问有限公司 | 11,393 | 0.85 | 1,109 | 35.08 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 479,500 | 37.87 | 46,675 | 84.59 | |||
2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 10 | 1 | ||||||
2025-08-14 | 13F | 综合投资顾问有限责任公司 | 3,263 | 318 | ||||||
2025-08-13 | 13F | ASB 咨询有限公司 | 4,543 | 0.78 | 442 | 35.17 | ||||
2025-07-09 | 13F | 湾河集团 | 22,404 | 0.58 | 2,181 | 34.65 | ||||
2025-08-14 | 13F | 美国银行 /de/ | 11,875,468 | 7.75 | 1,155,958 | 44.27 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 1,168,000 | 9.22 | 113,693 | 46.24 | |||
2025-08-07 | 13F | LOM资产管理有限公司 | 12,256 | 1 | ||||||
2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 2,376 | 231 | ||||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 36,308,072 | 1.80 | 3,534,228 | 36.30 | ||||
2025-07-28 | 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 | 16,859 | 6,409.27 | 1,362 | 542.45 | ||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 7,677 | 163.81 | 757 | 258.77 | ||||
2025-08-14 | 13F | Occudo 定量策略 Lp | 92,594 | 55.57 | 9,013 | 108.59 | ||||
2025-08-14 | 13F | Meridiem资本合伙公司 | 296,553 | 331.81 | 28,866 | 478.25 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 6,510 | 1.88 | 467 | -9.86 | ||||
2025-08-12 | 13F | 荷兰银行 | 12,324 | 2.32 | 1,202 | 37.84 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 24,485 | 31.06 | 2,383 | 75.48 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 104 | 10 | ||||||
2025-07-28 | 13F | 纽约州教师退休制度 | 1,044,815 | 5.62 | 102 | 42.25 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 6,957 | 4.16 | 677 | 39.59 | ||||
2025-08-08 | 13F | 地平线家族财富有限公司 | 4,742 | 0.38 | 462 | 34.40 | ||||
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 | 649,744 | 0.55 | 63,246 | 34.63 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 100 | 10 | ||||||
2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 1,680 | 0.12 | 0 | |||||
2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 11,452 | 2.70 | 1,115 | 37.53 | ||||
2025-07-21 | 13F | 轩尼诗顾问公司 | 1,469 | 143 | ||||||
2025-08-05 | 13F | 伯尼公司/ | 324,314 | 10.36 | 31,569 | 47.76 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 18,472 | 186.08 | 1,798 | 285.84 | ||||
2025-08-14 | 13F | 富国银行/百万 | Put | 23,100 | 84.80 | 2,249 | 147.58 | |||
2025-04-29 | 13F | 佩森公司 | 1,160,402 | 1.23 | 84,362 | 1.89 | ||||
2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 52,012 | 16.18 | 4,202 | 22.33 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | 3,042,785 | 0.32 | 296,197 | 34.82 | ||||
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 | 407,296 | 5.35 | 32,905 | 10.91 | ||||
2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 17,900 | 347.50 | 1,742 | 500.69 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 60,378 | 3.91 | 5,877 | 39.13 | ||||
2025-08-12 | 13F | DnB 资产管理公司 | 3,140,813 | 305,727 | ||||||
2025-07-17 | 13F | 阿西奥资本有限责任公司 | 38,659 | 28.99 | 3,763 | 72.77 | ||||
2025-07-30 | 13F | 道德公司 | 187,307 | 1.97 | 18,206 | 36.09 | ||||
2025-07-17 | 13F | 拉扎里资本管理公司 | 2,406 | 234 | ||||||
2025-08-13 | 13F | 韩国投资公司 | 973,557 | 3.70 | 94,766 | 38.85 | ||||
2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 154,980 | 6.62 | 15,086 | 42.76 | ||||
2025-07-18 | 13F | NRI 财富管理 LC | 24,191 | 3.78 | 2,355 | 38.96 | ||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 44,915 | 238.90 | 4,372 | 354.00 | ||||
2025-08-14 | 13F | 高盛集团公司 | Put | 507,500 | 1,242.59 | 49,400 | 1,697.67 | |||
2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 4,856 | 473 | ||||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 3,921 | 20.57 | 382 | 61.44 | ||||
2025-08-13 | 13F | Vinva投资管理有限公司 | 152,849 | 58.28 | 14,857 | 111.90 | ||||
2025-08-14 | 13F | 高盛集团公司 | 13,906,612 | 46.77 | 1,353,670 | 96.52 | ||||
2025-08-14 | 13F | 高盛集团公司 | Call | 240,900 | 903.75 | 23,449 | 1,244.55 | |||
2025-08-22 | 13F | Cim投资管理公司 | 19,658 | 99.65 | 1,666 | 133.01 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 46,386 | 4.51 | 4,515 | 68.85 | ||||
2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 28,239 | 2,749 | ||||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 45,970 | 14.30 | 3,714 | 20.32 | ||||
2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 226,140 | 5.91 | 22,059 | 41.69 | ||||
2025-07-15 | 13F | 帆船资本集团有限公司 | 7,688 | 1.21 | 748 | 35.51 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 832,578 | 1.40 | 81,043 | 35.76 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 250,963 | 2.33 | 24 | 41.18 | ||||
2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 4,184 | 0.26 | 0 | |||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 110,509 | 0.18 | 10,757 | 34.13 | ||||
2025-07-11 | 13F | 谢尔顿财富管理有限公司 | 18,734 | 5.53 | 1,824 | 41.32 | ||||
2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | 1,179,986 | 8.41 | 114,860 | 45.15 | ||||
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 | 166,500 | 985.61 | 13,452 | 1,043.79 | ||||
2025-07-11 | 13F | 谢尔顿财富管理有限公司 | Call | 2,000 | 195 | |||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 17,741 | 6.71 | 1,727 | 42.88 | ||||
2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 445,300 | 10.96 | 31,915 | -1.88 | ||||
2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 4,890 | 57.18 | 476 | 110.18 | ||||
2025-06-26 | NP | NWLG - Nuveen Winslow 大盘成长 ESG ETF | 2,994 | 56.43 | 215 | 38.06 | ||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 32,370 | 2.86 | 3,151 | 37.74 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 1,740,647 | 11.18 | 169,435 | 48.86 | ||||
2025-08-15 | 13F | 发送者公司及合作伙伴公司 | 6,931 | 675 | ||||||
2025-08-04 | 13F | B&l 资产管理有限公司 | 2,500 | 243 | ||||||
2025-08-07 | 13F | 蒂尔森金融集团公司 | 2,485 | 0 | ||||||
2025-07-09 | 13F | Krilogy金融有限责任公司 | 21,217 | 2,065 | ||||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 2,033 | 7.00 | 198 | 42.75 |