机构和基金投资人持股 - 买家
在梅德佩斯控股公司中开设新头寸的主要持有者包括 MERAX - 麦迪逊中盘基金 中盘基金 A 类, 克拉克斯顿资本合伙人有限责任公司, VSEIX - 摩根大通小盘股票基金 I 类, VHGEX - 先锋全球股票基金投资者股票, MPGFX - Mais & Power 增长基金, Glenmede投资管理有限公司, 坚果壳资产管理有限公司, CFSMX - Clarkston Partners 基金创始人班, CIMDX - 克拉克斯顿创始人基金机构类, 极地资产管理合伙公司, GMBVX - GMO 小型股优质基金 R6 类, 交响金融有限公司, 海龟溪资产管理公司, 第一基金会顾问, ULTRA 系列基金 - 中型基金 I 类, BGATX - Baillie Gifford 全球阿尔法股票基金 2 类, FTSFX - FullerThaler 行为小型中型核心股票基金 R6 股, ORR - 民兵多头/空头股票 ETF, 太平洋精选基金 - 中型成长投资组合 I 类, 和 伯克利公司 .
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。
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| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-17 | NP | MERAX - 麦迪逊中盘基金 中盘基金 A 类 | 151,021 | 46,573 | ||||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 13,275 | 51.01 | 4,166 | 55.56 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 344,930 | 271.85 | 108,260 | 283.04 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 392 | 118.99 | 123 | 127.78 | ||||
| 2025-08-11 | 13F | 伯克利公司 | 4,839 | 1,519 | ||||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,146 | 11.91 | 353 | -1.12 | ||||
| 2025-03-27 | NP | PTMC - Pacer Trendpilot 美国中盘 ETF | 3,741 | 6.73 | 1,306 | -2.54 | ||||
| 2025-03-28 | NP | JMOM - 摩根大通美国动量因子 ETF | 6,779 | 9.41 | 2,367 | 21.58 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 2,233 | 9.84 | 689 | -2.96 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 19 | 6 | ||||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 230,842 | 17.81 | 72,452 | 21.36 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 746 | 243 | ||||||
| 2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 14,016 | 7.50 | 4,322 | -5.05 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 2,493 | 13.37 | 782 | 16.72 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 42 | 366.67 | 13 | 550.00 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 734 | 573.39 | 228 | 590.91 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 5,206 | 0.60 | 1,634 | 3.62 | ||||
| 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 | 37,860 | 3.67 | 11,165 | -6.60 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 80 | 3,900.00 | 25 | |||||
| 2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 3,304 | 1,037 | ||||||
| 2025-07-25 | NP | SCHM - 嘉信美国中型 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 | 66,235 | 0.64 | 19,533 | -9.33 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 1,418 | 2,525.93 | 445 | 2,681.25 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 6,334 | 55.40 | 1,988 | 59.98 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 628 | 8.28 | 197 | 11.93 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 1,074 | 337 | ||||||
| 2025-08-15 | 13F | 田纳西州财政部 | 12,404 | 31.52 | 3,893 | 35.50 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 391 | 27.78 | 115 | 15.00 | ||||
| 2025-07-11 | 13F | TrimTabs 资产管理有限责任公司 | 16,746 | 1.74 | 5,256 | 4.81 | ||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 22,694 | 165.24 | 6,999 | 134.28 | ||||
| 2025-07-30 | NP | ORR - 民兵多头/空头股票 ETF | 6,614 | 1,950 | ||||||
| 2025-08-26 | NP | WAMFX - 华登中型股基金 | 5,825 | 42.59 | 1,828 | 46.95 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 1,622 | 7.42 | 509 | 10.65 | ||||
| 2025-07-17 | 13F | 澳斯比尔投资管理有限公司 | 2,636 | 33.67 | 827 | 37.83 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 600 | 188 | |||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 1,242 | 366 | ||||||
| 2025-08-26 | NP | JMEE - 摩根大通市场扩张增强型股票 ETF | 13,395 | 3.48 | 4,204 | 6.62 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 249 | 0.40 | 78 | 14.71 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 35,665 | 69.08 | 11,194 | 74.18 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 846 | 4.32 | 266 | 7.72 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 2,690 | 65.33 | 844 | 70.51 | ||||
| 2025-07-16 | NP | CGMM - 资本集团美国中小型股ETF份额类别 | 6,751 | 273.40 | 1,991 | 236.72 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 7 | 16.67 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | 安南代尔资本有限责任公司 | 1,600 | 1 | ||||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 248 | 0 | ||||||
| 2025-07-29 | NP | IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 股票 | 37,160 | 3.82 | 10,958 | -6.47 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 5 | 2 | ||||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 4,717 | 3.22 | 1,480 | 6.32 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 939 | 3.41 | 295 | 6.52 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 7,059 | 1.44 | 2,216 | 4.48 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 521 | 69.71 | 164 | 75.27 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 34,175 | 1,246.00 | 10,726 | 1,287.58 | ||||
| 2025-08-14 | 13F | 联合报业国际控股有限公司 | 4,800 | 29.73 | 1,507 | 33.63 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 230 | 21.05 | 71 | 6.06 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 4,882 | 256.09 | 2,093 | 401.92 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 9,430 | 23.57 | 2,960 | 27.27 | ||||
| 2025-06-20 | NP | JMID - Janus Henderson 中型股成长阿尔法 ETF | 516 | 43.73 | 159 | 27.20 | ||||
| 2025-08-14 | 13F | 极地资产管理合伙公司 | Call | 25,000 | 7,846 | |||||
| 2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 16,500 | 74.05 | 5,088 | 53.76 | ||||
| 2025-08-27 | NP | VHGEX - 先锋全球股票基金投资者股票 | 55,896 | 17,544 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 7,533 | 27.96 | 2,323 | 13.04 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 153,778 | 2.89 | 48,265 | 5.99 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 12 | 9.09 | 4 | 0.00 | ||||
| 2025-07-18 | 13F | 彭博森公司 | 1,852 | 581 | ||||||
| 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 | 2,971 | 6.07 | 916 | -6.24 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 33,778 | 53.47 | 10,602 | 58.08 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 1 | 0 | ||||||
| 2025-08-22 | NP | FESM - 富达增强型小型股 ETF | 3,037 | 29.68 | 953 | 22.49 | ||||
| 2025-07-03 | 13F | 城市中心顾问有限公司 | 655 | 206 | ||||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 1,926 | 604 | ||||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 3,332 | 1.31 | 1,046 | 4.29 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 16,898 | 5.84 | 5,211 | -6.51 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 732 | 11.42 | 216 | 0.00 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 516 | 10.49 | 162 | 13.38 | ||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 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 | 21,866 | 23.54 | 6,863 | 27.24 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 2 | 1 | ||||||
| 2025-08-14 | 13F | 第一基金会顾问 | 9,085 | 2,851 | ||||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 64 | 4.92 | 19 | -5.26 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 5,581 | 3.26 | 1,752 | 6.38 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 8,850 | 26.43 | 2,778 | 30.25 | ||||
| 2025-08-29 | NP | FTSFX - FullerThaler 行为小型中型核心股票基金 R6 股 | 7,025 | 2,205 | ||||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 26,231 | 22.36 | 8,233 | 26.05 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 8,108 | 2.54 | 2,545 | 5.60 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 773 | 1.98 | 243 | 5.22 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 1 | 0 | ||||||
| 2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 8,793 | 0.91 | 2,593 | -9.08 | ||||
| 2025-06-30 | NP | BUL - Pacer 美国现金牛增长 ETF | 2,784 | 3.23 | 859 | -8.82 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 12,898 | 10.23 | 4,048 | 13.55 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 4,389 | 1.43 | 1,354 | -10.40 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 4,076 | 1,257 | ||||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 2,269 | 73.47 | 712 | 78.89 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,090 | 2.54 | 342 | 5.88 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 48,300 | 1.90 | 15,159 | 4.96 | ||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 52 | 16 | ||||||
| 2025-06-30 | NP | CSMD - 国会 SMid 增长 ETF | 19,629 | 0.99 | 6,053 | -10.80 | ||||
| 2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 665 | 209 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | 189,964 | 4.59 | 59,622 | 7.74 | ||||
| 2025-08-14 | 13F | 巴雷斯资本管理公司 | 157,084 | 319.16 | 49,302 | 331.79 | ||||
| 2025-06-30 | NP | LOGSX - Live Oak 健康科学基金 | 3,681 | 1,135 | ||||||
| 2025-08-12 | 13F | 德国商业银行 | 6,600 | 6.45 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 7,012 | 2,201 | ||||||
| 2025-03-31 | NP | BIVIX - Invenomic 基金机构类别股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | XOVR - ERShares Entrepreneur 30 ETF | 20,703 | 2.59 | 6,498 | 5.68 | ||||
| 2025-08-26 | NP | Profunds - Profunds 中型成长股副总裁 | 215 | 2.38 | 67 | 6.35 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 886 | 6.88 | 261 | -3.69 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 43,081 | 13,521 | ||||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 1,207 | 0.50 | 379 | 3.56 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 400 | 126 | ||||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,233 | 16.97 | 1,305 | 3.33 | ||||
| 2025-04-28 | NP | GMAYX - GMO 小盘优质基金 I 级 | 6,027 | 5.53 | 1,973 | 1.39 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 101,443 | 23.99 | 31,839 | 27.72 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,618 | 195.49 | 1,202 | 343.54 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 1,077 | 1.70 | 332 | -10.03 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 4,443 | 1 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 23,046 | 7,107 | ||||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 174 | 45.00 | 54 | 29.27 | ||||
| 2025-06-30 | NP | RFISX - Ranger 小盘基金机构类别 | 1,711 | 1.18 | 528 | -10.68 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -512 | 23.97 | -158 | 9.03 | |||
| 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 | 4,521 | 2.49 | 1,419 | 5.58 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 12,717 | 13.67 | 3,991 | 17.11 | ||||
| 2025-06-27 | NP | PCSGX - PACE 中小型共同成长股权投资 P 类 | 15,217 | 39.35 | 4,693 | 23.08 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 9,188 | 3.64 | 2,884 | 6.74 | ||||
| 2025-06-26 | NP | AZTD - Aztlan 全球股票精选 DM SMID ETF | 1,620 | 500 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,815 | 41.25 | 570 | 48.95 | ||||
| 2025-08-20 | NP | LKSMX - LKCM 中小型股票基金 | 1,832 | 20.37 | 575 | 23.97 | ||||
| 2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 9,356 | 95.32 | 2,936 | 101.23 | ||||
| 2025-08-14 | 13F | LRT 资本管理有限责任公司 | 1,955 | 170.40 | 614 | 178.64 | ||||
| 2025-08-14 | 13F | 瓦萨奇顾问公司 | 945,814 | 14.03 | 296,853 | 17.46 | ||||
| 2025-07-29 | NP | MMSC - First Trust 多经理小盘股机会 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 | 348 | 6.42 | 103 | -4.67 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 1,361 | 24.07 | 427 | 27.84 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 194 | 223.33 | 61 | 233.33 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 3,762 | 1,181 | ||||||
| 2025-08-11 | 13F | 美国信安证券公司 | 417 | 13.62 | 131 | 7.44 | ||||
| 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 | 1,689 | 23.92 | 521 | 9.47 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 374 | 110 | ||||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 693 | 218 | ||||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 3,011 | 27.37 | 1,383 | 90.88 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 61,125 | 4.79 | 19,067 | 11.42 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 197 | 47.01 | 61 | 30.43 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 2,883 | 58.49 | 905 | 63.18 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 2,118 | 67.83 | 665 | 72.92 | ||||
| 2025-08-14 | 13F | Globeflex资本有限公司 | 14,727 | 13.69 | 4,622 | 17.13 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 817,432 | 17.41 | 256,559 | 20.94 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 411 | 341.94 | 129 | 357.14 | ||||
| 2025-07-30 | NP | ABIG - 白银大盘股 ETF | 744 | 219 | ||||||
| 2025-08-26 | NP | BTMFX - 波士顿信托中型股基金 | 7,880 | 37.88 | 2,473 | 42.04 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 43,222 | 0.63 | 13,169 | -7.72 | ||||
| 2025-06-27 | NP | HTEC - ROBO Global(R) 医疗保健技术与创新 ETF | 2,265 | 2.63 | 699 | -9.35 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 1,547 | 456 | ||||||
| 2025-08-26 | NP | BGATX - Baillie Gifford 全球阿尔法股票基金 2 类 | 7,756 | 2,434 | ||||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 5 | 2 | ||||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 116 | 0 | ||||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 1,041 | 40.30 | 327 | 44.25 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 5,523 | 0.33 | 1,629 | -9.61 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 3,139 | 4.25 | 968 | -7.90 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 9,407 | 5.97 | 2,901 | -6.39 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 312 | 6.85 | 92 | -3.16 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 621,184 | 15.13 | 193,269 | 21.96 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 2,482 | 1.51 | 779 | 4.70 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 22,801 | 2.32 | 7,156 | 5.41 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 597 | 187 | ||||||
| 2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 5,861 | 58.62 | 1,840 | 63.47 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 980 | 308 | ||||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF | 1,499 | 470 | ||||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 8,752 | 11.24 | 3 | 0.00 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 13,711 | 706.53 | 4,303 | 732.30 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 3 | 1 | ||||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 533 | 41.38 | 167 | 46.49 | ||||
| 2025-08-29 | NP | FICHX - Cantor 成长股票基金机构类别 | 31,652 | 3.26 | 9,934 | 6.37 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 2 | 1 | ||||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 191 | 39.42 | 60 | 31.11 | ||||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,161 | 22.60 | 1,227 | 10.54 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 1,559 | 489 | ||||||
| 2025-06-18 | NP | RTSSX - 税收管理的美国中小型基金 S 级 | 11,818 | 44.03 | 3,645 | 27.23 | ||||
| 2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 5,490 | 91.89 | 1,693 | 69.64 | ||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 3,949 | 6.30 | 1,239 | 9.55 | ||||
| 2025-04-28 | NP | MPAY - Akros 每月支付 ETF | 55 | 18 | ||||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -4,676 | -0.85 | -1,468 | 2.16 | |||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 3,902 | 6.50 | 1,151 | -4.09 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 300 | 200.00 | 94 | 213.33 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 50,114 | 15,729 | ||||||
| 2025-05-29 | NP | AWSAX - 景顺全球核心股票基金A类 | 14,544 | 61.40 | 4,431 | 48.05 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 38,200 | 9.46 | 11,989 | 12.75 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 102,904 | 9.72 | 32,298 | 13.03 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 52,951 | 52.26 | 16,619 | 56.86 | ||||
| 2025-08-14 | 13F | Deerfield Management Company, Lp（C 轮） | 736 | 231 | ||||||
| 2025-08-18 | 13F | 前排顾问有限责任公司 | 9,441 | 0.37 | 2,963 | 3.42 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST 摩根大通全球主题投资组合 | 2,135 | 670 | ||||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 4,402 | 1,358 | ||||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 17,593 | 23.82 | 5,522 | 27.54 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 55 | 17 | ||||||
| 2025-08-13 | 13F | 资本基金管理公司 | 14,125 | 4,433 | ||||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 1,173 | 368 | ||||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 21,508 | 189.71 | 6,751 | 198.41 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 335 | 103 | ||||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 14,157 | 4.18 | 4,366 | -7.99 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 1 | 0 | ||||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 4,594 | 1,442 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 4,428 | 25.05 | 1,390 | 28.85 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 748 | 0 | ||||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 20,861 | 1.51 | 6,547 | 4.57 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 678,088 | 17.38 | 212,825 | 20.91 | ||||
| 2025-07-30 | NP | ALIL - 专注于银色资产的小型股 ETF | 1,319 | 389 | ||||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 2,972 | 917 | ||||||
| 2025-08-11 | 13F | Semanteon 资本管理公司 | 1,272 | 399 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 5,773 | 69.35 | 1,812 | 74.47 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 414,148 | 24.71 | 129,981 | 28.45 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 48,667 | 35.80 | 15,275 | 39.88 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 734 | 230 | ||||||
| 2025-08-07 | 13F/A | 约瑟夫集团资本管理 | 5,317 | 27.41 | 1,669 | 31.24 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型成长投资组合 I 类 | 6,407 | 2,011 | ||||||
| 2025-05-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 全球核心股票基金系列 I | 1,789 | 61.75 | 545 | 48.50 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 330 | 5.10 | 103 | 8.42 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 23,373 | 0.69 | 7,336 | 3.72 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 中期增长系列 | 3,636 | 3.59 | 1,141 | 6.74 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 1,111 | 1.18 | 349 | 4.19 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 728 | 4.00 | 225 | -8.20 | ||||
| 2025-06-25 | NP | PBSIX - Polen 美国小公司成长基金机构级 | 4,405 | 89.95 | 1,358 | 67.86 | ||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 453 | 4.62 | 140 | -7.95 | ||||
| 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 | 128 | 14.29 | 38 | 2.78 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 76,186 | 134.90 | 23,912 | 141.97 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 11,617 | 18.20 | 3,646 | 21.78 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 928 | 291 | ||||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 25,253 | 20.05 | 7,926 | 23.65 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 228 | 1.33 | 72 | 4.41 | ||||
| 2025-08-14 | 13F | PDT 合作伙伴有限责任公司 | 17,294 | 1,558.10 | 5,428 | 1,611.99 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 207 | 5,075.00 | 0 | |||||
| 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 | 1,881 | 0.11 | 555 | -9.92 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 5,700 | 418.65 | 1,789 | 435.63 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 10,363 | 65.28 | 3,253 | 70.26 | ||||
| 2025-07-25 | NP | AFMC - First Trust Active Factor Mid Cap 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 | 683 | 28.14 | 201 | 15.52 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 7 | 2 | ||||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 3,998 | 3.28 | 1,255 | 6.36 | ||||
| 2025-08-13 | 13F | 宏伟峰全球顾问有限责任公司 | 18,626 | 1.85 | 5,846 | 4.90 | ||||
| 2025-08-20 | NP | WAUSX - Wasatch 美国精选基金投资者类别 | 2,546 | 37.18 | 799 | 41.42 | ||||
| 2025-06-25 | NP | FXH - 第一信托医疗保健 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 | 12,705 | 0.01 | 3,918 | -11.66 | ||||
| 2025-06-26 | NP | AASMX - Thrivent 小盘股票基金 A 类 | 77,092 | 0.15 | 23,774 | -11.54 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 71,000 | 4.41 | 22,284 | 7.56 | ||||
| 2025-08-14 | 13F | 海龟溪资产管理公司 | 11,000 | 3,452 | ||||||
| 2025-07-28 | NP | IBBQ - 景顺纳斯达克生物技术 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 | 1,222 | 3.21 | 360 | -6.98 | ||||
| 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 | 65,495 | 15.98 | 20,198 | 2.44 | ||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 1,245 | 5.15 | 384 | -7.26 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 273,682 | 46.77 | 85,898 | 51.19 | ||||
| 2025-08-15 | NP | SPWAX - 美国灯塔斯蒂芬斯小型股成长基金 A 类 | 10,618 | 16.43 | 3,333 | 19.94 | ||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 27,636 | 631.89 | 8,523 | 546.59 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 4,385 | 8.46 | 1 | 0.00 | ||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,142 | 0.42 | 2,106 | -9.50 | ||||
| 2025-08-19 | NP | BUFSX - 布法罗小型基金投资者类别 | 12,455 | 43.57 | 3,909 | 47.90 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 217 | 4.83 | 68 | 7.94 | ||||
| 2025-08-28 | NP | SPWIX - Simt 小盘成长基金 I 类 | 5,709 | 26.17 | 1,792 | 29.97 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 31,422 | 6.18 | 9,266 | -4.34 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 16 | 5 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 488,227 | 62.85 | 153,235 | 67.75 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 1,121 | 6.97 | 352 | 10.03 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 1,043 | 327 | ||||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 2,415 | 4.23 | 745 | -7.92 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 5,141 | 6.20 | 1,614 | 9.36 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,882 | 11,728.11 | 6,748 | 10,443.75 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 1,715 | 4.89 | 529 | -7.37 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 781 | 0.39 | 245 | 3.38 | ||||
| 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 | 5,896 | 8.06 | 2,059 | 20.07 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 275 | 105.22 | 84 | 88.64 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 4,720 | 24.34 | 1,481 | 28.11 | ||||
| 2025-05-29 | NP | FTSAX - Fuller & Thaler 行为中小型核心股票基金 A 股 | 5,850 | 659.74 | 1,782 | 598.82 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 718 | 0.28 | 225 | 3.21 | ||||
| 2025-08-26 | NP | IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 | 3,360 | 1,055 | ||||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 1,344 | 15.56 | 422 | 18.93 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 2,397 | 5.59 | 752 | 8.83 | ||||
| 2025-08-18 | 13F | 资本影响顾问有限责任公司 | 20,500 | 1.86 | 6,498 | 5.95 | ||||
| 2025-08-08 | 13F | 创意策划 | 5,479 | 2.64 | 1,720 | 5.72 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 2,496 | 20.99 | 783 | 24.68 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 1,715 | 41.97 | 529 | 25.42 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 21,644 | 4.35 | 6,675 | -7.84 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 5,849 | 211.95 | 1,836 | 221.37 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克下一代 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 | 144 | 1.41 | 42 | -8.70 | ||||
| 2025-08-18 | NP | ULTRA 系列基金 - 中型基金 I 类 | 8,300 | 2,605 | ||||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 8,636 | 0.30 | 2,663 | -11.41 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 15,131 | 1.47 | 4,749 | 4.53 | ||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 1,129 | 14.85 | 333 | 3.43 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Jp Morgan 战略机会投资组合 | 2,580 | 810 | ||||||
| 2025-07-29 | 13F | 地区金融公司 | 641 | 201 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 18,595 | 10.32 | 5,836 | 13.65 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 15,900 | 30.33 | 4,990 | 34.25 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 69,002 | 21,657 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 3,177 | 4.92 | 997 | 8.13 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 70,900 | 93.72 | 22,253 | 99.55 | |||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 5,591 | 9,708.77 | 1,755 | 10,217.65 | ||||
| 2025-07-31 | 13F | Tandem 投资顾问公司 | 14,886 | 27.36 | 5 | 33.33 | ||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 1,264 | 0.72 | 397 | 3.66 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 3 | 1 | ||||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 10,862 | 8.07 | 3,409 | 11.33 | ||||
| 2025-07-09 | 13F | 生活方式资产管理公司 | 4,624 | 10.17 | 1,451 | 13.54 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 151,074 | 12.07 | 47,416 | 15.44 | ||||
| 2025-06-26 | NP | DFSTX - 美国小型股投资组合 - 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 | 52,075 | 762.88 | 16,059 | 662.17 | ||||
| 2025-05-28 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 1,180 | 10.18 | 360 | 1.13 | ||||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 3,340 | 1.86 | 1,030 | -9.97 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 14,376 | 109.75 | 4,512 | 116.09 | ||||
| 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 | 146 | 52.08 | 46 | 55.17 | ||||
| 2025-08-25 | NP | CIMDX - 克拉克斯顿创始人基金机构类 | 26,000 | 8,160 | ||||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 102,739 | 25.75 | 32,246 | 29.54 | ||||
| 2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | Short | -4,390 | 33.60 | -1,354 | 17.96 | |||
| 2025-06-26 | NP | FSMD - 富达中小因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,193 | 120.01 | 3,143 | 94.37 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 2,992 | 96.84 | 939 | 102.81 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 2,333 | 732 | ||||||
| 2025-08-20 | NP | RUSC - 美国小型股主动型股票ETF | 178 | 56 | ||||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 3,640 | 130.38 | 1,142 | 137.42 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 4,806 | 50.75 | 1,508 | 55.30 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 78 | 90.24 | 24 | 100.00 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 1,803 | 44.70 | 566 | 49.08 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 31,950 | 44.85 | 10,028 | 49.21 | ||||
| 2025-08-29 | NP | EZM - WisdomTree 美国中型股基金 不适用 | 3,958 | 1.38 | 1,242 | 4.46 | ||||
| 2025-08-06 | 13F | 奥布莱恩格林公司 | 12,772 | 3.21 | 4,009 | 6.31 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 77 | 54.00 | 24 | 60.00 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 87,865 | 5.44 | 27,577 | 8.62 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 329 | 4.11 | 101 | -8.18 | ||||
| 2025-06-30 | NP | GGSOX - Grandeur Peak 全球坚定基金投资者类别 | 2,065 | 2.03 | 637 | -9.92 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 2 | 1 | ||||||
| 2025-08-13 | 13F | 克拉克斯顿资本合伙人有限责任公司 | 129,259 | 40,569 | ||||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 41,723 | 24.90 | 13,095 | 28.66 | ||||
| 2025-08-21 | NP | MSCQX - 美世美国中小型股票基金 I 类 | 10,872 | 7.94 | 3,412 | 11.21 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 123,574 | 153.58 | 38,785 | 161.20 | ||||
| 2025-08-14 | 13F | 德肖公司 | 343,563 | 60.41 | 107,831 | 65.24 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 1,441 | 452 | ||||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 16,818 | 10.81 | 5,278 | 14.14 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 503 | 1.00 | 158 | 3.97 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 14 | 6 | ||||||
| 2025-08-26 | NP | VSEIX - 摩根大通小盘股票基金 I 类 | 79,422 | 24,927 | ||||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 19,183 | 287.61 | 6,021 | 299.47 | ||||
| 2025-05-27 | NP | WUSAX - 万格美国 | 17,353 | 13.57 | 5,287 | 4.16 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 41,297 | 2.64 | 12,961 | 5.73 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 13,375 | 2.49 | 4,198 | 5.56 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 7,342 | 1,303.82 | 2,304 | 1,349.06 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 138,110 | 896.82 | 43 | 975.00 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 944 | 296 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | 265,270 | 79.27 | 83,258 | 84.67 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 42,219 | 105.17 | 13,251 | 111.36 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 2,800 | 117.05 | 879 | 123.41 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 11 | 3 | ||||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 3,070 | 4.60 | 979 | 9.51 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 20,391 | 141.31 | 6,400 | 148.60 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 82,223 | 3.17 | 25,807 | 6.28 | ||||
| 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 | 30,163 | 8.36 | 9,302 | -4.29 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 62 | 18 | ||||||
| 2025-08-11 | 13F | 独立顾问联盟 | 1,010 | 1.00 | 317 | 3.95 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 21 | 10.53 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 278,400 | 13.87 | 87,379 | 17.29 | ||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 57 | 128.00 | 18 | 112.50 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 42,906 | 92.02 | 13,466 | 97.80 | ||||
| 2025-08-13 | 13F | 吉维尼资本公司 | 261,755 | 3.90 | 82,154 | 7.02 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 18,333 | 6 | ||||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 38,748 | 23.32 | 12,161 | 27.03 | ||||
| 2025-08-25 | NP | CFSMX - Clarkston Partners 基金创始人班 | 35,000 | 10,985 | ||||||
| 2025-06-30 | NP | PRFZ - Invesco FTSE RAFI US 1500 中小型 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,211 | 17.23 | 1,607 | 3.61 | ||||
| 2025-05-27 | NP | LACAX - 哥伦比亚橡子基金 A 类 | 91,735 | 13.57 | 27,951 | 4.16 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 539 | 46.07 | ||||||
| 2025-08-08 | 13F | KBC 集团 | 5,697 | 391.54 | 2 | |||||
| 2025-08-08 | 13F | 等投资顾问公司 | 12,337 | 2.69 | 3,872 | 5.77 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 913 | 460.12 | 287 | 483.67 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 43,984 | 1.48 | 13,805 | 4.54 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 1,993 | 29.92 | 626 | 33.83 | ||||
| 2025-08-04 | 13F | 柯维资本顾问有限公司 | 4,160 | 0.48 | 1,306 | 3.49 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 | 4,213 | 4.02 | 1,299 | -8.13 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 814 | 17.63 | 240 | 6.19 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 2,727 | 4.68 | 856 | 7.82 | ||||
| 2025-08-20 | NP | WGROX - Wasatch 核心增长基金投资者类别股票 | 220,452 | 18.71 | 69,191 | 22.28 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 271 | 6,675.00 | 85 | 8,400.00 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 114 | 7.55 | 35 | -5.41 | ||||
| 2025-08-26 | NP | WOOPX - 摩根大通无畏中型基金 I 类 | 9,852 | 33.80 | 3,092 | 37.85 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 5 | 2 | ||||||
| 2025-07-28 | 13F | 道明资产管理公司 | 457,645 | 15.60 | 143,636 | 19.08 | ||||
| 2025-08-06 | 13F | 贝利·吉福德公司 | 522,293 | 12,040.70 | 163,927 | 12,413.44 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 11,359 | 3,566 | ||||||
| 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 | 555 | 4.52 | 174 | 8.07 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 1,509 | 17.07 | 445 | 5.70 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 710 | 0 | ||||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 1,049 | 5.75 | 329 | 8.94 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 1,655 | 50.45 | 519 | 54.93 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 23,769 | 378.63 | 7,460 | 393.06 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 2,393 | 15.77 | 751 | 19.40 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 3,646 | 0.11 | 1,144 | 3.16 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,652 | 3.06 | 487 | -7.06 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 24 | 8 | ||||||
| 2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 7,090 | 5.29 | 2,186 | -7.02 | ||||
| 2025-08-12 | 13F | 坚果壳资产管理有限公司 | 40,929 | 12,846 | ||||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 1,111 | 10.00 | 328 | -0.91 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 2,704 | 8.07 | 849 | 11.29 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 2,980 | 1.92 | 935 | 5.06 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 1,427 | 80.63 | 421 | 62.79 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 297 | 624.39 | 93 | 675.00 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 3,374 | 1,059 | ||||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 4,694 | 78.41 | 1,473 | 83.90 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 27,959 | 20.35 | 8,775 | 23.98 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 12,311 | 202.48 | 3,864 | 211.53 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 2 | 100.00 | 1 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 1,905 | 284.07 | 598 | 295.36 | ||||
| 2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 21,031 | 11.71 | 6,486 | -1.34 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 7,800 | 4.00 | 2,448 | 7.13 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 1 | 0 | ||||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth 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 | 355 | 16.78 | 109 | 2.83 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 743 | 233 | ||||||
| 2025-06-30 | NP | SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF | 512 | 158 | ||||||
| 2025-08-13 | 13F | 阿蒙迪 | 14,112 | 1,987.57 | 4,601 | 2,143.90 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 8 | 3 | ||||||
| 2025-08-20 | NP | WMCVX - Wasatch 小盘价值基金投资者类别股票 | 105,646 | 29.23 | 33,158 | 33.12 | ||||
| 2025-08-29 | NP | DIAMX - 钻石山多空基金 A 级 | Short | -46,785 | -14,684 | |||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 106 | 11.58 | 33 | 17.86 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 254 | 151.49 | 80 | 163.33 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 11,169 | 208.96 | 3,506 | 218.35 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 232 | 7.41 | 73 | 10.77 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 158,852 | 83.50 | 49,857 | 89.03 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 94 | 30 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 1,836 | 117.79 | 576 | 125.00 | ||||
| 2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 4,391 | 3.29 | 1,378 | 6.41 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 5,246 | 8.03 | 1,618 | -4.60 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 765 | 16.44 | 240 | 20.00 | ||||
| 2025-08-07 | 13F | 戴维森资本管理公司 | 9,474 | 3.50 | 2,974 | 6.60 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 1,852 | 14.67 | 1 | |||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 215 | 514.29 | 67 | 570.00 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 425 | 131 | ||||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85,719 | 6.95 | 26,435 | -5.54 | ||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 445,231 | 11.36 | 139,740 | 14.72 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 14,258 | 1.60 | 4,475 | 4.65 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 6,974 | 72.37 | 2,189 | 77.60 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 340 | 6.58 | 100 | -3.85 | ||||
| 2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | Short | -18,899 | -10.00 | -5,828 | -20.51 | |||
| 2025-07-29 | 13F | 维斯塔金融有限公司 | 1,158 | 4.04 | 363 | 7.08 | ||||
| 2025-08-19 | 13F | 西姆有限责任公司 | 4,265 | 5.88 | 1,339 | 9.05 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 72 | 16.13 | 22 | 22.22 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 1,182 | 10.36 | 371 | 10.78 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 172 | 97.70 | 54 | 112.00 | ||||
| 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 | 35,776 | 6.04 | 10,550 | -4.46 | ||||
| 2025-08-11 | 13F | 花旗集团 | 99,036 | 759.61 | 31,083 | 785.56 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 199 | 410.26 | 59 | 383.33 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 266,750 | 13.56 | 83,722 | 16.97 | ||||
| 2025-04-29 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 30 | 25.00 | 10 | 12.50 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 2,875 | 4.58 | 1 | |||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 691 | 217 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 6,055 | 1.39 | 1,900 | 4.45 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 3 | 1 | ||||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 3,079 | 7.73 | 966 | 11.03 | ||||
| 2025-07-31 | 13F | 卡博特财富管理公司 | 18,043 | 0.41 | 5,663 | 3.43 | ||||
| 2025-06-26 | NP | FZIPX - 富达零扩展市场指数基金 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 | 7,444 | 0.01 | 2,296 | -11.66 | ||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 3,900 | 5.41 | 1,150 | -5.04 | ||||
| 2025-08-14 | 13F | 量化资本有限公司 | 1,143 | 359 | ||||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 1,647 | 9.80 | 517 | 12.91 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 12,250 | 56.09 | 3,845 | 60.77 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - 未来基金多/空 ETF | Short | -2,000 | 100.00 | -590 | 80.12 | |||
| 2025-08-12 | 13F | 富兰克林资源公司 | 131,144 | 2.55 | 41,161 | 5.63 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 85 | 27 | ||||||
| 2025-08-11 | 13F | 文艺复兴集团有限公司 | 18,349 | 30.23 | 5,759 | 34.15 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 6,181 | 23.92 | 1,940 | 27.65 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 6,030 | 35.14 | 1,893 | 39.22 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 647 | 203 | ||||||
| 2025-07-09 | 13F | 西北及道德投资有限公司 | 200 | 81 | ||||||
| 2025-08-26 | NP | WASMX - Walden SMID 上限基金 | 11,715 | 7.28 | 3,677 | 10.49 | ||||
| 2025-05-14 | 13F | 朝圣者伙伴亚洲私人有限公司 | 160 | 49 | ||||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 3,225 | 47.80 | 1 | |||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 16,010 | 5,025 | ||||||
| 2025-08-08 | 13F | 财富联盟 | 992 | 5.42 | 311 | 8.74 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 57,505 | 4.58 | 18,049 | 7.72 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 74 | 23 | ||||||
| 2025-07-29 | NP | GMBVX - GMO 小型股优质基金 R6 类 | 13,893 | 4,097 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 3,489 | 8.62 | 1,076 | -4.10 | ||||
| 2025-08-26 | NP | MPGFX - Mais & Power 增长基金 | 45,000 | 14,124 | ||||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 732 | 230 | ||||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 297,048 | 2,967.73 | 93,231 | 3,060.37 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 36,311 | 0.78 | 11 | 0.00 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 3,749 | 8.67 | 1,177 | 11.99 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 2,500 | 257.14 | 785 | 268.08 | |||
| 2025-06-26 | NP | PQCCX - PGIM QMA 中型核心股票基金 R6 级 | 109 | 9.00 | 34 | -2.94 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 311,778 | 622.93 | 97,855 | 644.70 | ||||
| 2025-07-30 | NP | AMID - 银色中型 ETF | 9,225 | 1.61 | 2,720 | -8.45 | ||||
| 2025-06-23 | NP | MDPIX - 中型深度投资者类别 | 92 | 22.67 | 28 | 7.69 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 5,600 | 1,758 | |||||
| 2025-07-17 | 13F | 坎贝尔纽曼资产管理公司 | 9,348 | 7.13 | 2,934 | 10.35 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 265 | 5.58 | 83 | 9.21 | ||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 4,810 | 8.41 | 1,510 | 11.70 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 40,631 | 15.16 | 12,530 | 1.72 | ||||
| 2025-08-25 | NP | FTXH - First Trust 纳斯达克制药 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 | 862 | 0.35 | 271 | 3.45 | ||||
| 2025-08-12 | 13F | EULAV资产管理 | 22,105 | 0.02 | 6,938 | 3.03 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 23,814 | 7,474 | ||||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 40,462 | 0.21 | 12,478 | -11.49 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 100 | 31 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 190 | 60 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 39 | 12 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 600 | 188 | |||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 7,900 | 618.18 | 2 | ||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 8,494 | 16.93 | 2,666 | 20.42 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 1,238 | 92.24 | 0 | |||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 16,742 | 2.13 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 4,143 | 22.47 | 1,300 | 26.21 | ||||
| 2025-08-12 | 13F | 鹭湾资本管理公司 | 19,640 | 0.29 | 6,164 | 3.32 | ||||
| 2025-06-23 | NP | MGPIX - 中型成长型深度基金投资者类别 | 88 | 41.94 | 27 | 28.57 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 4,763 | 0.36 | 1,495 | 3.32 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 174 | 0.58 | 55 | 3.85 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 12,455 | 43.57 | 3,909 | 47.90 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 1,363 | 428 | ||||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 859 | 2.63 | 270 | 5.49 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 4,570 | 7.58 | 1,392 | -1.35 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 78,509 | 13.83 | 24,632 | 17.21 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 2,973 | 973.29 | 934 | 1,011.90 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 40,572 | 536.62 | 12,734 | 556.00 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 2,421 | 1.47 | 760 | 4.55 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 1,344 | 30.11 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,323 | 124.69 | 1,356 | 123.60 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 2,009 | 2.24 | 592 | -7.93 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | 1,301 | 408 | ||||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 726 | 228 | ||||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 703 | 221 | ||||||
| 2025-08-13 | 13F | 挪威银行 | 212,188 | 66,597 | ||||||
| 2025-08-13 | 13F | 麦克摩根公司 | 9,395 | 2.34 | 2,949 | 5.40 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 2,202 | 100.73 | 712 | 112.87 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 7,597 | 0.57 | 2,384 | 3.61 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 325 | 102 | ||||||
| 2025-07-30 | 13F | 道德公司 | 3,127 | 34.55 | 972 | 40.52 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 扩展市场指数投资组合初始类别 | 1,319 | 4.93 | 414 | 8.12 |
