机构和基金投资人持股 - 买家
在马丁玛丽埃塔材料公司中开设新头寸的主要持有者包括 RDST资本有限责任公司, Glenmede投资管理有限公司, 奥里贝尔资本管理有限合伙人, 摄政门资本有限责任公司, BGATX - Baillie Gifford 全球阿尔法股票基金 2 类, SIH 合伙人有限责任合伙公司, SEG Partners多空股票基金, 平布鲁克资本管理有限公司, QGRW - WisdomTree 美国质量增长基金 不适用, Tableaux 有限责任公司, SailingStone资本合伙人有限责任公司, 阿佩拉资本有限责任公司, AWIIX - CIBC Atlas 收入机会基金机构类别, RSNRX - 胜利全球自然资源基金A级, 布斯贝基金管理有限公司, YCGEX - YCG增强基金R级股票, Huntleigh Advisors, Inc., MSTQX - 晨星美国股票基金, 瑞穗证券美国有限公司, 和 VSDA - VictoryShares 股息加速器 ETF .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 2,337 | 46.80 | 1,283 | 68.68 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 3,051 | 204.49 | 1,675 | 249.48 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 2,137 | 22.04 | 1,175 | 40.55 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 82 | 3.80 | 45 | 15.79 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 423 | 0 | ||||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 2 | 1 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | 2,340,677 | 31.88 | 1,284,938 | 51.42 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 98 | 55 | ||||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 10,649 | 7.00 | 5,846 | 22.85 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 436 | 239 | ||||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 56 | 1.82 | 31 | 15.38 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 218 | 11.79 | 120 | 27.96 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 2 | 1 | ||||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 125 | 21.36 | 69 | 38.78 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 11,997 | 2.05 | 6,586 | 17.17 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 1,889 | 0.75 | 990 | -3.04 | ||||
| 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 | 3 | 2 | ||||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 165 | 179.66 | 90 | 221.43 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 27,470 | 31.62 | 15,080 | 51.12 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 307 | 70.56 | 169 | 95.35 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 2,523 | 1,385 | ||||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 382 | 210 | ||||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 4,870 | 20.72 | 2,673 | 38.64 | ||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,100 | 22.22 | 6,340 | 17.71 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 3,654 | 8.81 | 2,006 | 24.98 | ||||
| 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 | 564 | 0.53 | 309 | 13.65 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 1 | 0 | ||||||
| 2025-08-12 | 13F | 拉瑟与基特雷尔公司 | 31,530 | 0.21 | 17,309 | 15.06 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 467 | 81.71 | 256 | 109.84 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 1,956 | 11.58 | 1,074 | 28.04 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 501 | 1.42 | 275 | 16.53 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 260 | 205.88 | 143 | 255.00 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 4 | 2 | ||||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 696,888 | 0.88 | 382,564 | 22.38 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 10,143 | 6.66 | 5,568 | 22.45 | ||||
| 2025-05-27 | 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 | 2,391 | 37.02 | 1,143 | 26.86 | ||||
| 2025-08-12 | 13F | 斯坦金斯基资本有限公司 | 118,762 | 4.17 | 65 | 20.37 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 17,500 | 1,490.91 | 9,607 | 1,729.71 | |||
| 2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,810 | 2.48 | 10,380 | -1.30 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 400 | 220 | ||||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 1,406 | 134.33 | 772 | 169.58 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 970 | 1.89 | 533 | 16.92 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 821 | 4.19 | 451 | 19.68 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 18,678 | 12.57 | 10,253 | 29.23 | ||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 393 | 226 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 362 | 4.02 | 199 | 19.28 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 28 | 7.69 | 15 | 0.00 | ||||
| 2025-07-31 | 13F | 马德香农财富管理公司 | 11,369 | 0.45 | 6,241 | 15.34 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 386 | 212 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 5,348 | 4.35 | 2,802 | 0.50 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 671 | 368 | ||||||
| 2025-08-14 | 13F | 赛奇菲尔德资本有限合伙人 | 18,761 | 3.46 | 10,299 | 18.80 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 2,329 | 17.45 | 1 | |||||
| 2025-07-22 | 13F | JSF 金融有限责任公司 | 2,241 | 1,230 | ||||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 11 | 37.50 | 6 | 100.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 1,724 | 3.36 | 946 | 18.70 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 898 | 22.18 | 493 | 40.17 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 27,587 | 37.87 | 15,144 | 58.30 | ||||
| 2025-08-12 | 13F | 阿维索金融公司 | 4,368 | 25.19 | 2,398 | 43.71 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 2,008 | 31.76 | 1,052 | 26.90 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 427 | 9.49 | 234 | 25.81 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 302,869 | 12.03 | 158,697 | 7.88 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 36 | 2.86 | 20 | 18.75 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 24,453 | 63.10 | 13,424 | 87.26 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 144,017 | 0.87 | 79,059 | 15.82 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -8,502 | -35.77 | -4,667 | -26.25 | |||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 183,356 | 65.90 | 100,655 | 90.48 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 818 | 2.00 | 449 | 17.23 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 1 | 1 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 93 | 287.50 | 51 | 363.64 | ||||
| 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 | 982 | 24.78 | 515 | 20.09 | ||||
| 2025-06-24 | NP | FNCRX - 富兰克林自然资源基金 C 类 | 10,400 | 26.83 | 5,449 | 22.15 | ||||
| 2025-04-28 | NP | BFOR - 巴伦 400 ETF | 679 | 1.19 | 328 | -18.41 | ||||
| 2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 1,919 | 0.52 | 1,054 | 15.46 | ||||
| 2025-08-22 | NP | XFBRX - 中型投资组合投资者类别 | 76,137 | 9.02 | 41,796 | 25.17 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 24,798 | 0.14 | 13,613 | 14.98 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 395 | 217 | ||||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 75,701 | 2.50 | 41,557 | 17.68 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 2,810 | 1,543 | ||||||
| 2025-05-27 | NP | GVEYX - 机构价值股票基金 | 6,437 | 3,078 | ||||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 4,486 | 10.60 | 2,463 | 26.97 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 713 | 56.70 | 391 | 66.38 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 5,770 | 1.46 | 3,023 | -2.29 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 1,545 | 2.32 | 848 | 17.45 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 1 | 1 | ||||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 1,083 | 10.62 | 595 | 27.14 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 6,811 | 32.02 | 3,800 | 54.10 | ||||
| 2025-07-24 | NP | EPGAX - 富达顾问股票增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 91,900 | 5.88 | 50,320 | 19.99 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 1,089 | 15.12 | 605 | 31.59 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 35,851 | 291.86 | 20 | 375.00 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 40 | 22 | ||||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 25 | 13.64 | 14 | 30.00 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 2,011,788 | 3.68 | 1,104,409 | 19.04 | ||||
| 2025-07-29 | NP | YCGEX - YCG增强基金R级股票 | 6,038 | 3,306 | ||||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 7,447 | 4,088 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 986 | 8.00 | 517 | 4.03 | ||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 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 | 111,323 | 85.10 | 60,955 | 109.78 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 2,667 | 4.42 | 1,397 | 0.58 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 35 | 19 | ||||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 9,592 | 21.16 | 5,026 | 16.69 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 5,116 | 21.38 | 2,808 | 39.35 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 47 | 23.68 | 26 | 38.89 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 2,674 | 212.38 | 1,468 | 258.68 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 772 | 6.93 | 405 | 3.06 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 1,942 | 32.11 | 1,066 | 40.45 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 38 | 5.56 | 21 | 17.65 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 17,822 | 0.83 | 9,784 | 15.78 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 421,156 | 1.15 | 231,198 | 16.14 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 92,144 | 2.33 | 44,057 | -5.27 | ||||
| 2025-08-13 | 13F | 图标顾问公司/公司 | 15 | 8 | ||||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 1,649 | 3.78 | 903 | 17.60 | ||||
| 2025-07-23 | 13F | 资产管理中心有限责任公司 | 387 | 201 | ||||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 600 | 330 | ||||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 420 | 230 | ||||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 1,520,932 | 0.31 | 831,331 | 15.04 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 417 | 229 | ||||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 全球核心股票基金系列 I | 1,924 | 13.11 | 1,056 | 29.89 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 208,737 | 0.82 | 114,588 | 15.76 | ||||
| 2025-05-22 | NP | PENN SERIES FUNDS INC - 中型核心价值基金 | 853 | 408 | ||||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 9,123 | 1.97 | 5,008 | 17.09 | ||||
| 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 | 8,488 | 18.78 | 4,648 | 34.62 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 5 | 3 | ||||||
| 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 | 87,848 | 8.84 | 48,101 | 23.35 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 466 | 7.62 | 256 | 23.19 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 1,076 | 18.11 | 591 | 35.63 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 969 | 0.52 | 532 | 15.65 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 553 | 0.18 | 304 | 15.21 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -6,555 | -42.13 | -3,598 | -33.55 | |||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 13 | 7 | ||||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 977 | 9.78 | 537 | 26.12 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 7,246 | 4,031 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛中盘价值投资组合 IB 级 | 5,300 | 2.08 | 2,909 | 17.20 | ||||
| 2025-05-28 | NP | ATFV - 阿尔及尔 35 ETF | 2,427 | 284.02 | 1,160 | 298.63 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 20,234 | 4.33 | 11,108 | 19.78 | ||||
| 2025-08-08 | 13F | 托巴姆 | 72 | 0 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,777 | 141.44 | 948 | 170.09 | ||||
| 2025-07-25 | 13F | 航点财富顾问 | 455 | 3.17 | 250 | 18.57 | ||||
| 2025-03-31 | NP | FDLO - 富达低波动因子 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 | 4,445 | 6.75 | 2,419 | -1.95 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 400 | 220 | ||||||
| 2025-08-14 | 13F | 索科罗资产管理有限公司 | 18,037 | 1.43 | 9,902 | 16.45 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 787 | 2.47 | 432 | 17.71 | ||||
| 2025-06-27 | NP | DALVX - Dunham 大盘价值基金 A 类 | 4,572 | 9.82 | 2,396 | 5.74 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 4,853 | 37.25 | 2,657 | 55.56 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -26 | -14 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 40,042 | 21,981 | ||||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 17 | 142.86 | 9 | 200.00 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 184,570 | 7.08 | 101,322 | 22.94 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 9,441 | 6.73 | 5,169 | 20.97 | ||||
| 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 | 27,932 | 1.37 | 14,636 | -2.38 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,852 | 3.58 | 1,017 | 18.97 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -38 | -21 | |||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 2,467 | 0.45 | 1,354 | 3.04 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 34 | 9.68 | 19 | 28.57 | ||||
| 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 | 10,197 | 16.43 | 5,343 | 12.13 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 6,712 | 0.09 | 3,685 | 14.91 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 7,680 | 19.46 | 4,216 | 37.19 | ||||
| 2025-08-22 | NP | FIIAX - 富达顾问中型 II 基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,900 | 8.90 | 8,728 | 25.04 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 9,576 | 0.35 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 3,229 | 35.56 | 1,773 | 55.71 | ||||
| 2025-08-11 | 13F | Ironsides 资产顾问有限责任公司 | 1,773 | 0.45 | 973 | 15.42 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 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 | 324 | 170 | ||||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 553 | 304 | ||||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,669 | 47.69 | 5,308 | 69.55 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 5,083 | 102.11 | 2,907 | 14.68 | ||||
| 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 | 4,079 | 8.60 | 2,137 | 4.60 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 605 | 332 | ||||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 68 | 37 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行 | 3,243 | 26.98 | 1,794 | 46.61 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 30 | 16 | ||||||
| 2025-08-14 | 13F | 德肖公司 | Call | 1,200 | 659 | |||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 1,413 | 8.86 | 740 | 4.82 | ||||
| 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 | 1,118 | 1.91 | 586 | -1.85 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 79,200 | 125.64 | 43,478 | 159.07 | |||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 31,150 | 8.95 | 17,056 | 23.49 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 22,564 | 280.25 | 12,387 | 336.59 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 53,200 | 69.43 | 29,205 | 94.52 | |||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 2,213 | 1.14 | 1,215 | 16.06 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 1 | 1 | ||||||
| 2025-08-01 | 13F | SYM金融公司 | 971 | 15.18 | 533 | 32.26 | ||||
| 2025-08-14 | 13F | 后代 3 公司 | 113,150 | 51.72 | 62,115 | 74.19 | ||||
| 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 | 62 | 34.78 | 32 | 28.00 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 15 | 8 | ||||||
| 2025-08-14 | 13F | 哈维合伙人有限责任公司 | 47,930 | 71.18 | 26,312 | 96.54 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 50,179 | 27.04 | 27,546 | 45.85 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 4 | 2 | ||||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 2,050 | 4.38 | 1,125 | 19.81 | ||||
| 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 | 14,389 | 7.06 | 7,879 | 21.33 | ||||
| 2025-08-14 | 13F | 卡姆罗斯资本投资合伙公司 | 86,105 | 33.72 | 47,268 | 53.53 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 923 | 0.11 | 531 | 9.73 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 497 | 2.90 | 273 | 18.26 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 2,698 | 2.94 | 1,481 | 18.20 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 58 | 32 | ||||||
| 2025-08-14 | 13F | 家族管理公司 | 616 | 4.23 | 338 | 19.86 | ||||
| 2025-08-26 | NP | JVASX - 摩根大通价值优势基金 I 类 | 129,169 | 0.79 | 70,909 | 15.72 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 61,544 | 0.95 | 33,785 | 15.91 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 2,483 | 2.90 | 1,363 | 18.21 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 865 | 6.13 | 475 | 21.85 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 568 | 0.53 | 312 | 15.19 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 3,700 | 236.36 | 2,031 | 286.86 | |||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 406 | 223 | ||||||
| 2025-08-28 | NP | RSNRX - 胜利全球自然资源基金A级 | 6,610 | 3,629 | ||||||
| 2025-07-29 | 13F | 地区金融公司 | 3,473 | 2.30 | 1,907 | 17.44 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 300 | 185.71 | 165 | 192.86 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 139,191 | 3.26 | 76,410 | 18.56 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 20 | 11 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 4,246 | 427.45 | 2,331 | 506.77 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 263 | 20.09 | 144 | 38.46 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 31 | 17 | ||||||
| 2025-05-29 | NP | ALVIX - 大型公司价值基金投资者类别 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 | 68,935 | 32,960 | ||||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 1,676 | 920 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 1,512 | 4.20 | 830 | 19.77 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 4,041 | 2,218 | ||||||
| 2025-08-08 | 13F | 国民年金服务 | 83,977 | 0.82 | 46,100 | 15.75 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 613 | 40.27 | 337 | 61.54 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 13,854 | 7.15 | 7,586 | 21.44 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 841 | 0.12 | 462 | 14.96 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 2,955,139 | 0.35 | 1,622,254 | 15.22 | ||||
| 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 | 771,066 | 0.73 | 422,197 | 14.16 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 18 | 50.00 | 10 | 80.00 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 777 | 22.56 | 427 | 40.59 | ||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,535 | 4.07 | 23,350 | 19.49 | ||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 53 | 6.00 | 0 | |||||
| 2025-08-14 | 13F | 夏威夷银行 | 1,436 | 788 | ||||||
| 2025-08-19 | NP | DAVPX - 达文波特核心基金 | 49,805 | 3.03 | 27,341 | 18.29 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 411 | 226 | ||||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 1,479 | 3.28 | 837 | 22.22 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 1,454 | 0.97 | 798 | 15.99 | ||||
| 2025-05-30 | NP | MML 系列投资基金 - MML 中型价值基金初始类别 | 2,551 | 1,220 | ||||||
| 2025-08-06 | 13F | 奥布莱恩格林公司 | 1,264 | 8.68 | 694 | 24.64 | ||||
| 2025-06-26 | NP | FBCGX - 富达蓝筹成长K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,808 | 18.52 | 8,807 | 14.14 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 6,600 | 3,623 | |||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 2 | 1 | ||||||
| 2025-07-09 | 13F | 防波堤资本集团 | 418 | 229 | ||||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 904 | 3.91 | 496 | 19.23 | ||||
| 2025-07-08 | 13F | Heartwood 财富顾问有限责任公司 | 413 | 227 | ||||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 41,558 | 15.06 | 22,814 | 32.10 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 5 | 150.00 | 3 | |||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 78 | 2.63 | 43 | 16.67 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 23,455 | 10.36 | 12,876 | 26.71 | ||||
| 2025-07-16 | 13F | 水手投资集团有限公司 | 500 | 274 | ||||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 2,200 | 0.73 | 1,208 | 15.61 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 369 | 2.79 | 202 | 16.76 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 100,801 | 12.63 | 55 | 30.95 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 1,482 | 2.42 | 814 | 17.66 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 909 | 499 | ||||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 85,700 | 2.76 | 47,046 | 17.98 | ||||
| 2025-08-14 | 13F | 阿尔肯资本管理有限公司 | 802,351 | 4.15 | 440,459 | 19.58 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 29,904 | 9.00 | 16,416 | 25.15 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 491,198 | 3.25 | 269,648 | 18.54 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 467 | 10.14 | 269 | 18.58 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 104 | 35.06 | 57 | 51.35 | ||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 3,129 | 1,718 | ||||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 1,222 | 12.42 | 672 | 29.48 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 347 | 23.05 | 190 | 41.79 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 4,005 | 23.57 | 2,199 | 41.90 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 70,902 | 1.13 | 38,922 | 16.12 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 1,266 | 15.72 | 1 | |||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 11,873 | 4.99 | 6,518 | 20.53 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 94 | 5.62 | 45 | -2.22 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 46,506 | 2.47 | 25,530 | 17.65 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 9,218 | 586 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 7,349,350 | 0.10 | 4,034,499 | 14.92 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 378 | 208 | ||||||
| 2025-08-08 | 13F | IMA 财富公司 | 85 | 1.19 | 47 | 15.00 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 11,565 | 5.23 | 6,349 | 20.82 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 2,246 | 15.95 | 1,233 | 33.05 | ||||
| 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 | 61,214 | 2.98 | 33,518 | 16.71 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 2,473 | 3.78 | 1,358 | 19.14 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 1,543 | 33.59 | 847 | 53.26 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 530 | 8.16 | 291 | 23.93 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 386 | 212 | ||||||
| 2025-08-04 | 13F | Bridgewealth 咨询集团有限责任公司 | 1,205 | 662 | ||||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 2,731 | 10.52 | 1,460 | 23.54 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 6 | 3 | ||||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 6 | 50.00 | 4 | 200.00 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 43,575 | 4.91 | 23,921 | 20.46 | ||||
| 2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 1,818 | 998 | ||||||
| 2025-08-14 | 13F | 信托信托公司 | 2,548 | 18.84 | 1,399 | 36.39 | ||||
| 2025-05-28 | NP | 太平洋精选基金 - 中型成长投资组合 I 类 | 33,946 | 15.02 | 16,231 | 6.48 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 2 | 100.00 | 1 | |||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 784 | 15.63 | 430 | 32.72 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 46,375 | 25,458 | ||||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 142 | 56.04 | 78 | 79.07 | ||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 836 | 472 | ||||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 1,207 | 70.24 | 663 | 95.86 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 4,957 | 2.44 | 2,370 | -5.16 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 2,419 | 59.56 | 1 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 3,200 | 459.44 | 1,757 | 471.99 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 71,409 | 1.63 | 39,201 | 16.68 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 1,035 | 16.16 | 568 | 33.41 | ||||
| 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 | 5,703 | 5.87 | 2,988 | 1.94 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 13,313 | 0.65 | 7,290 | 14.07 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,205 | 1.77 | 661 | 16.78 | ||||
| 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 | 1,356 | 5.36 | 744 | 20.98 | ||||
| 2025-04-28 | NP | GMAEX - GMO 周期性焦点基金 VI 级 | 897 | 433 | ||||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 2,943 | 0.51 | 1,615 | 15.44 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 1,936,280 | 0.70 | 1,062,940 | 15.61 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 5,543 | 14.03 | 3,043 | 21.20 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 7,584 | 2.29 | 4,163 | 17.47 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 1,280,791 | 38.43 | 703,105 | 58.94 | ||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 2,358 | 24.89 | 1,294 | 43.46 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 740 | 113.26 | 406 | 144.58 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 764 | 0.79 | 420 | 15.75 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 57,227 | 0.14 | 31,415 | 14.97 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 14,735 | 4.97 | 8,089 | 20.52 | ||||
| 2025-08-14 | 13F | 道富银行 | 2,825,325 | 2.04 | 1,550,990 | 17.15 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 中盘增长 II 级 | 12,191 | 0.50 | 6,692 | 15.40 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 4,210 | 8.34 | 2,305 | 22.80 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 19,931 | 212.15 | 10,941 | 258.49 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 2,404 | 229.77 | 1,320 | 279.02 | ||||
| 2025-04-28 | NP | RISN - Inspire 战术平衡 ESG ETF | 4,679 | 166.76 | 2,261 | 114.83 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 1,556 | 5.06 | 815 | 1.24 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 27,393 | 9.41 | 14,999 | 24.00 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 37,443 | 0.30 | 21 | 17.65 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,393 | 0.46 | 11,744 | 15.34 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 1,321 | 57.26 | 725 | 80.80 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 132 | 5.60 | 69 | 1.47 | ||||
| 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 | 4 | 33.33 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 5,500 | 3.77 | 3,019 | 19.14 | |||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 50 | 27 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 815 | 1.12 | 447 | 16.10 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 162 | 1,146.15 | 85 | 1,100.00 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 2,211 | 288.58 | 1,214 | 345.96 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 2,500 | 316.67 | 1,372 | 379.72 | |||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 26 | 14 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 1,724 | 18.16 | 946 | 35.72 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 930 | 8.14 | 509 | 22.65 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 62 | 93.75 | 34 | 126.67 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 1,407 | 1.88 | 772 | 16.97 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 7,876 | 4,324 | ||||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 373 | 205 | ||||||
| 2025-08-27 | NP | AWSAX - 景顺全球核心股票基金A类 | 15,613 | 13.79 | 8,571 | 30.64 | ||||
| 2025-05-21 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 2,102 | 3.55 | 1,005 | -4.10 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 674 | 10.13 | 382 | 27.33 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 9 | 5 | ||||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 2,950 | 2.97 | 1,619 | 18.26 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 1,100 | 57.14 | 604 | 80.54 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 22,380 | 19.18 | 12,286 | 36.82 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 6,397 | 1.52 | 3,519 | 16.84 | ||||
| 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 | 7,523 | 9.09 | 4,119 | 23.66 | ||||
| 2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 167 | 0.60 | 92 | 15.19 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 21,773 | 2.57 | 11,953 | 17.73 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 10,588 | 1.06 | 5,548 | -2.68 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 1,632 | 896 | ||||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 2,924 | 86.72 | 1,605 | 114.57 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 3,494 | 3.46 | 1,918 | 18.84 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 1,068 | 17.62 | 586 | 35.02 | ||||
| 2025-08-14 | 13F | 永久资本有限合伙人 | 434 | 238 | ||||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 26 | 420.00 | 14 | 600.00 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 2,732 | 423.37 | 1,500 | 502.01 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 15,745 | 7.57 | 9 | 33.33 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 47,527 | 44.05 | 26,090 | 65.40 | ||||
| 2025-08-14 | 13F | 协和金融公司 | 6,055 | 0.22 | 3,324 | 15.06 | ||||
| 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 | 430 | 86.96 | 236 | 116.51 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 16,180 | 7.99 | 8,478 | 3.99 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 4,248 | 2,226 | ||||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 2,077 | 8.46 | 1,140 | 24.59 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 40,231 | 5.15 | 21,080 | 1.25 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 17,986 | 14.29 | 9,424 | 10.07 | ||||
| 2025-07-15 | 13F | 科维亚金融 | 22,874 | 13.86 | 12,557 | 30.72 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 184,931 | 0.42 | 101,522 | 14.75 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 926 | 1.09 | 508 | 16.25 | ||||
| 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 | 205,619 | 6.32 | 107,740 | 2.39 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 1,574 | 0.06 | 864 | 14.89 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 162 | 0 | ||||||
| 2025-03-31 | NP | FFLG - 富达增长机会 ETF | 2,522 | 585.33 | 1,372 | 532.26 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 3,036 | 35.35 | 1,666 | 55.41 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,900 | 95.10 | 10,924 | 124.04 | ||||
| 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 | 4,333 | 10.03 | 2,270 | 5.98 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 28,029 | 1.33 | 14,687 | -2.43 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 4,034 | 39.25 | 1,929 | 28.88 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 8,715 | 459.37 | 4,784 | 542.15 | ||||
| 2025-07-29 | NP | BLES - 激励全球希望 ETF | 631 | 7.13 | 346 | 21.48 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 32,803 | 1.25 | 18,008 | 16.25 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 10,768 | 2.00 | 5,642 | -1.78 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 31,305 | 0.70 | 17 | 21.43 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 18,619 | 48.47 | 10,221 | 70.46 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 2,174 | 16.57 | 1,194 | 33.89 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 3,298 | 22.83 | 1,813 | 40.68 | ||||
| 2025-04-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 1,184 | 0.34 | 650 | 15.07 | ||||
| 2025-05-27 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,550 | 6.61 | 2,654 | -1.30 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 733 | 89.90 | 402 | 118.48 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 1,507 | 6.88 | 827 | 22.70 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型成长基金 | 4,059 | 2.55 | 2,228 | 17.76 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 2,163 | 16.10 | 1,184 | 31.56 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 537 | 18.81 | 295 | 36.11 | ||||
| 2025-08-14 | 13F | Shellback 资本有限合伙人 | 47,525 | 26,089 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 2,400 | 131.21 | 1,318 | 136.02 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 159,960 | 4.74 | 87,812 | 20.26 | ||||
| 2025-08-14 | 13F | 联信银行 | 13,023 | 7.17 | 7,149 | 23.05 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 398 | 219 | ||||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 23,911 | 2.58 | 13,126 | 17.77 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 780 | 428 | ||||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 274 | 151 | ||||||
| 2025-08-13 | 13F | 布朗咨询公司 | 7,294 | 10.65 | 4,004 | 27.04 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 9,944 | 5.01 | 5,459 | 20.57 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 2,512 | 343.82 | 1,379 | 410.37 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 4,233 | 9.04 | 2,303 | 0.00 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 49 | 53.12 | 27 | 80.00 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 1,478 | 16.47 | 811 | 33.83 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 442 | 2.55 | 243 | 17.48 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 590 | 5.36 | 324 | 20.97 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 19,969 | 2.21 | 10,934 | 15.84 | ||||
| 2025-06-26 | NP | AWIIX - CIBC Atlas 收入机会基金机构类别 | 7,100 | 3,720 | ||||||
| 2025-08-12 | 13F | RDST资本有限责任公司 | 105,540 | 57,937 | ||||||
| 2025-07-23 | 13F | 阳光资本管理有限公司 | 457 | 0.22 | 251 | 14.68 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 14 | 600.00 | 8 | |||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 15 | 8 | ||||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 10,652 | 5.86 | 5,848 | 21.56 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 16,574 | 10.95 | 9,098 | 27.39 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 91,451 | 50,203 | ||||||
| 2025-08-07 | 13F | 中西部信托公司 | 1,023 | 562 | ||||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 27 | 8.00 | 15 | 27.27 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 397 | 11.52 | 218 | 27.65 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 22,913 | 2,760.55 | 12,578 | 3,192.67 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 5,586 | 60.84 | 2,670 | 42.63 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 8,470 | 2.68 | 4,650 | 17.91 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 1,635 | 7.64 | 895 | 22.10 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 111 | 4.72 | 53 | -1.85 | ||||
| 2025-08-29 | NP | DHFYX - 钻石山大盘Y类集中基金 | 2,489 | 9.26 | 1,366 | 25.44 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 50,897 | 6.43 | 27,945 | 22.20 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 32,479 | 0.76 | 17,784 | 14.19 | ||||
| 2025-08-14 | 13F | 经常性投资顾问有限责任公司 | 1,008 | 0.10 | 553 | 14.97 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 1,314 | 81.24 | 721 | 108.38 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 905 | 497 | ||||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 4,171 | 6.92 | 2,284 | 21.18 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 78 | 5.41 | 43 | 20.00 | ||||
| 2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 1,289 | 36.84 | 708 | 57.11 | ||||
| 2025-06-05 | NP | GTTMX - 定量美国总市场股票投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,857 | 2.71 | 973 | -1.02 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 4,174 | 2,291 | ||||||
| 2025-08-11 | 13F | 独立顾问联盟 | 765 | 4.94 | 420 | 20.40 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 3,121 | 38.53 | 1,713 | 59.05 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 5,565 | 2.19 | 3,341 | 28.31 | ||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 1,865 | 19.17 | 1,021 | 35.05 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 1 | 1 | ||||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 89 | 2.30 | 49 | 14.29 | ||||
| 2025-07-24 | NP | FNARX - 自然资源投资组合 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 | 15,500 | 25.00 | 8,487 | 41.69 | ||||
| 2025-08-22 | NP | FHUMX - 联合爱马仕美国 SMID 基金机构股票 | 165 | 33.06 | 91 | 52.54 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 963 | 17.73 | 527 | 33.42 | ||||
| 2025-07-31 | 13F | 拉扎德兄弟管理公司 | 49,386 | 48.78 | 27 | 80.00 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 26,324 | 121.02 | 14 | 180.00 | ||||
| 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 | 185 | 25.85 | 97 | 21.52 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 9,745 | 5,350 | ||||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 92 | 6.98 | 51 | 21.95 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 材料行业基金 (A) | 8,144 | 0.54 | 4,471 | 15.44 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 7,715 | 11.76 | 4,235 | 28.33 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 406 | 223 | ||||||
| 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 | 18,320 | 0.41 | 9,599 | -3.31 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 790 | 3.95 | 434 | 19.28 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 32 | 6.67 | 17 | 0.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 中型成长投资组合 A 类 | 23,438 | 0.43 | 12,867 | 15.31 | ||||
| 2025-06-26 | NP | ALGRX - Alger Focus I 类股票基金 | 3,960 | 2,075 | ||||||
| 2025-07-25 | 13F | CWM有限公司 | 3,730 | 18.34 | 2 | 100.00 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 30 | 7.14 | 16 | 0.00 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 14,504 | 6.28 | 7,962 | 22.02 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 16 | 9 | ||||||
| 2025-06-26 | NP | AWEIX - CIBC Atlas 纪律股票基金机构类别股票 | 48,692 | 47.80 | 25,514 | 42.32 | ||||
| 2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 393 | 216 | ||||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 496 | 10.22 | 272 | 26.51 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 1,245 | 683 | ||||||
| 2025-08-28 | NP | XLB - 材料选择行业 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 | 437,526 | 5.70 | 240,184 | 21.36 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 64,212 | 3.60 | 35,159 | 17.41 | ||||
| 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 | ||||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 2,594 | 1.89 | 1,359 | -1.88 | ||||
| 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 | 113,386 | 0.97 | 62,085 | 14.43 | ||||
| 2025-05-29 | NP | MDCP - VictoryShares 泰铢中型 ESG ETF | 2,086 | 997 | ||||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 6,818 | 0.56 | 3,733 | 13.98 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 241 | 26.84 | 126 | 22.33 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 1,980 | 2.01 | 1,087 | 17.15 | ||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 722 | 22.37 | 396 | 40.43 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛机构战略增长基金 | 5,153 | 6.98 | 2,829 | 22.80 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 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 | 283 | 148 | ||||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 23,615 | 0.79 | 12,964 | 15.72 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 2,626 | 1,442 | ||||||
| 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 | 4,589 | 2.62 | 2,513 | 16.30 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 2,930 | 5.51 | 1,608 | 21.18 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 377,895 | 28.75 | 207,449 | 47.82 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 中型成长基金初始级 | 6,020 | 32.89 | 3,305 | 52.61 | ||||
| 2025-03-27 | 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 | 62 | 93.75 | 34 | 83.33 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 3,856 | 5.70 | 2,111 | 19.81 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 3 | 2 | ||||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 20,349 | 3,768.63 | 11,171 | 4,350.20 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | -279 | -5.12 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 4,381 | 2,405 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 1,452 | 3.57 | 797 | 18.96 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 4,550 | 7.41 | 2,498 | 23.36 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 1,280 | 703 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 493 | 16.55 | 270 | 31.71 | ||||
| 2025-06-23 | NP | PMBMX - 中型股基金 (又名中型股混合基金) R-3 | 1,458,046 | 8.99 | 763,987 | 4.96 | ||||
| 2025-08-27 | NP | HWAY - 主题美国基础设施 ETF | 52 | 4.00 | 29 | 21.74 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 198,634 | 26.02 | 109 | 45.33 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 41,599 | 26.11 | 22,836 | 44.80 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 36,356 | 393.16 | 19,958 | 466.32 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 5,365 | 31.56 | 2,988 | 51.44 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 1,081 | 188.27 | 664 | 254.55 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 476 | 261 | ||||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,113 | 1.92 | 666 | 20.91 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,246 | 0.08 | 684 | 14.96 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 339 | 3.67 | 186 | 19.23 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 40 | 11.11 | 22 | 23.53 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 14 | 8 | ||||||
| 2025-07-15 | 13F | 第五第三银行 | 8,088 | 9.94 | 4,440 | 26.22 | ||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 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 | 4,670 | 16.55 | 2,564 | 33.84 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 35,893 | 0.84 | 19,704 | 15.77 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -24 | -13 | |||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 8,984 | 2.28 | 4,932 | 17.43 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 24,736 | 910.04 | 13,579 | 1,060.60 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 181 | 10.37 | 99 | 26.92 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 470 | 258 | ||||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 9,088 | 22.00 | 4,762 | 17.47 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 34,176 | 20.09 | 19 | 38.46 | ||||
| 2025-05-29 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 2,588 | 0.66 | 1,237 | -6.78 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 447 | 310.09 | 245 | 315.25 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 45,475 | 6.49 | 24,964 | 22.26 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 1,711,556 | 0.83 | 939,576 | 15.77 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 5,200 | 246.67 | 2,860 | 298.88 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 4,385 | 2,412 | ||||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 367 | 201 | ||||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 66,602 | 42.26 | 36,562 | 64.99 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 4,492 | 169.47 | 2,466 | 212.03 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 2,169 | 6.64 | 1,191 | 22.43 | ||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 230,295 | 3.53 | 126,423 | 18.87 | ||||
| 2025-08-14 | 13F | DoubleLine ETF 顾问 LP | 6,265 | 3,439 | ||||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 9,260 | 3.64 | 5,083 | 18.98 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 3,261 | 2.64 | 1,790 | 17.84 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 394 | 216 | ||||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 5,536 | 2.56 | 3,039 | 17.79 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 5,493 | 12.47 | 3,015 | 29.12 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 2,312 | 0.30 | 1,269 | 15.26 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 60 | 62.16 | 33 | 88.24 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 19 | 850.00 | 10 | |||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 27,636 | 0.36 | 15,171 | 15.24 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 1,336 | 23.48 | 733 | 41.78 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛机构中盘价值基金 | 13,989 | 2.74 | 7,679 | 17.96 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,613 | 1.24 | 1,431 | 14.77 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 6,598 | 3,457 | ||||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 459 | 252 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 10,258 | 8.98 | 5,375 | 4.94 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 415 | 49.28 | 228 | 70.68 | ||||
| 2025-04-25 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,481 | 30.70 | 8,446 | 5.23 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 30,015 | 12.28 | 15,727 | 8.13 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 158 | 28.46 | 83 | 24.24 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 401 | 220 | ||||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | Short | -470 | -56.07 | -246 | -57.73 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 14,519 | 3.71 | 7,970 | 19.08 | ||||
| 2025-08-08 | 13F | 查特研究与投资集团有限公司 | 400 | 220 | ||||||
| 2025-08-14 | 13F | 马林银行 | 1,183 | 19.62 | 649 | 37.50 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 164,024 | 2.89 | 90,042 | 18.13 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 1,530 | 39.09 | 840 | 59.70 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 1,388 | 7.76 | 762 | 23.90 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 980 | 538 | ||||||
| 2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,144 | 7.73 | 13,175 | 3.74 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 1,908 | 15.15 | 1,097 | 38.38 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 54,135 | 6.11 | 25,317 | 12.11 | ||||
| 2025-04-24 | NP | PWTAX - 瑞银美国配置基金 A 类 | 75 | 650.00 | 36 | 620.00 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 3 | 50.00 | 2 | |||||
| 2025-07-22 | 13F | 加速财富管理 | 440 | 0.69 | 242 | 15.87 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 2,350 | 113.64 | 1 | |||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 29,071 | 0.26 | 16,218 | 16.99 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 8,626 | 1.43 | 4,735 | 16.45 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 49 | 19.51 | 27 | 36.84 | ||||
| 2025-05-22 | NP | IASAX - VY(R) 美国世纪中小型股价值投资组合 ADV 级 | 2,325 | 1,112 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 1,007 | 2.55 | 553 | 17.70 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 431 | 237 | ||||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 7,618 | 4.30 | 3,992 | 0.43 | ||||
| 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 | 84,091 | 11.32 | 46,163 | 27.81 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 9,073 | 33.54 | 4,968 | 51.34 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 834 | 4.77 | 437 | 0.69 | ||||
| 2025-07-10 | 13F | 瑞安投资管理公司 | 8 | 4 | ||||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 26,394 | 0.30 | 14 | 16.67 | ||||
| 2025-06-23 | NP | BMPIX - 基础材料 Ultrasector 深度投资者类别 | 224 | 16.67 | 117 | 12.50 | ||||
| 2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,700 | 10.31 | 5,859 | 25.01 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 11,370 | 6,242 | ||||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 2 | 100.00 | 1 | |||||
| 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 | 5,877 | 0.56 | 3,226 | 15.46 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 61 | 52.50 | 33 | 73.68 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 5,180 | 7,631.34 | 2,844 | 8,784.38 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 9 | 5 | ||||||
| 2025-07-28 | NP | FLV - 美国世纪专注大盘价值 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 | 3,566 | 84.48 | 1,953 | 150.58 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 385 | 0 | ||||||
| 2025-08-14 | 13F | SailingStone资本合伙人有限责任公司 | 7,620 | 4,183 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 1,340 | 11.39 | 735 | 27.83 | ||||
| 2025-08-28 | NP | Acap战略基金 | 395,724 | 4.80 | 217,237 | 20.33 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 382 | 210 | ||||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 3 | 200.00 | 2 | |||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 90,738 | 1.68 | 49,812 | 16.74 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 14,727 | 172.27 | 8,085 | 212.61 | ||||
| 2025-07-09 | 13F | 定义财富管理有限公司 | 965 | 0.21 | 530 | 15.00 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 135,126 | 0.80 | 70,803 | -2.94 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 427 | 234 | ||||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 374 | 12.99 | 205 | 29.75 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 761 | 64.72 | 418 | 89.55 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 351 | 12.90 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 72,858 | 0.19 | 39,996 | 15.04 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 5,731 | 4.37 | 3,146 | 16.35 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -15 | -8 | |||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 22,800 | 13 | ||||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 10,230 | 13.50 | 5,616 | 30.31 | ||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | 11,020 | 6,050 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 380 | 123.53 | 182 | 108.05 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 68 | 106.06 | 36 | 105.88 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 377 | 207 | ||||||
| 2025-05-15 | NP | PSET - 主要价格制定者指数 ETF | 1,092 | 7.37 | 522 | -0.57 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 4,333 | 1.26 | 2 | 0.00 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 4,919 | 1.17 | 2,693 | 14.64 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 4,405 | 0.25 | 2,418 | 15.14 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 2,691 | 0.04 | 1,477 | 14.85 | ||||
| 2025-08-08 | 13F | L & S 顾问公司 | 5,266 | 2,891 | ||||||
| 2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 200 | 110 | ||||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 6,223 | 73.39 | 3 | 200.00 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 601 | 0.84 | 330 | 15.85 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 61 | 5.17 | 33 | 22.22 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 1,373 | 9.05 | 754 | 25.29 | ||||
| 2025-05-27 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 126 | 26.00 | 60 | 17.65 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 102 | 0.99 | 56 | 14.58 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 62 | 82.35 | 34 | 112.50 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 1,347 | 550.72 | 739 | 654.08 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 937 | 514 | ||||||
| 2025-08-21 | NP | MXMGX - Great-West T. Rowe Price 中型成长基金投资者类别 | 38,368 | 0.26 | 21,062 | 15.11 | ||||
| 2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 4,868 | 3.44 | 2,673 | 18.81 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 12,777 | 0.79 | 7,014 | 15.72 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 1,203 | 1.78 | 659 | 15.24 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 430 | 2.14 | 236 | 17.41 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 1,916 | 118.47 | 1,052 | 150.84 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 436 | 130.69 | 239 | 165.56 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 26,792 | 13.83 | 14,710 | 30.72 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 12,132 | 9.50 | 6,660 | 25.71 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 1,270 | 146.60 | 695 | 124.92 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 368 | 16.83 | 202 | 34.67 | ||||
| 2025-05-27 | NP | IWP - iShares Russell 中型成长 ETF | 20,309 | 2.33 | 9,710 | -5.27 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 1,100 | 10.00 | 604 | 26.15 | |||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 7,700 | 2.67 | 4,227 | 17.88 | ||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 386 | 212 | ||||||
| 2025-07-16 | 13F/A | CX 机构 | 482 | 2.55 | 0 | |||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 274,581 | 3.53 | 150,734 | 18.87 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 20,576 | 2.30 | 11,295 | 17.45 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 376 | 206 | ||||||
| 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 | 112 | 53.42 | 59 | 48.72 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 60 | 39.53 | 33 | 60.00 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 6,653 | 3,652 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 162 | 2.53 | 89 | 17.33 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 18 | 200.00 | 10 | 400.00 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 473 | 1.07 | 260 | 16.14 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 1,497 | 40.56 | 822 | 51.66 | ||||
| 2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 400 | 220 | ||||||
| 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 | 679 | 6.76 | 372 | 20.85 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 110 | 7.84 | 60 | 25.00 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 16,611 | 2.48 | 9,119 | 17.65 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -2,314 | 33.37 | -1,270 | 53.20 | |||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 2,217 | 2.69 | 1,217 | 17.93 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 12,029 | 1.48 | 6,603 | 16.52 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 31,996 | 3.56 | 17,565 | 18.90 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 1,447 | 16.22 | 792 | 31.78 | ||||
| 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 | 11,575 | 1.94 | 6,354 | 17.04 | ||||
| 2025-07-31 | 13F | 中央银行 | 33 | 65.00 | 18 | 100.00 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 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 | 88 | 46 | ||||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 3 | 2 | ||||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 1,060 | 582 | ||||||
| 2025-07-28 | NP | UYM - ProShares 超基础材料 | 1,872 | 14.78 | 1,025 | 30.08 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 37 | 1,750.00 | 20 | |||||
| 2025-08-08 | 13F | M&G 有限公司 | 63,706 | 0.44 | 34,975 | 15.35 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 703 | 1,534.88 | 385 | 1,921.05 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 273 | 3.02 | 150 | 18.25 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 2,084 | 38.47 | 1,144 | 59.11 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 3,103 | 77.21 | 1,703 | 103.46 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 34 | 9.68 | 19 | 28.57 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 368 | 202 | ||||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 58,283 | 21.90 | 31,995 | 39.96 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 21,028 | 25.14 | 11,544 | 43.68 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 122 | 25.77 | 0 | |||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 136 | 0.74 | 75 | 15.63 | ||||
| 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 | 4,190 | 19.27 | 2,294 | 35.18 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 1,618 | 13.86 | 886 | 29.01 | ||||
| 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 | 21,645 | 20.62 | 11,882 | 38.48 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 510 | 11.11 | 280 | 27.40 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 2,374 | 15.08 | 1,303 | 32.05 | ||||
| 2025-04-29 | NP | WPGHX - WPG Partners 精选对冲基金机构 | Short | -411 | -199 | |||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 2,074 | 1.37 | 1,139 | 4.69 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 6,464 | 2.12 | 3,548 | 17.25 | ||||
| 2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 295 | 7.27 | 162 | 22.90 | ||||
| 2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 79,575 | 5.11 | 43,683 | 20.69 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 417 | 229 | ||||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 971 | 17.41 | 509 | 13.14 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -10,813 | -63.00 | -5,936 | -57.53 | |||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -9,856 | -12.26 | -5,411 | 0.74 | |||
| 2025-08-14 | 13F | 弗默尔有限公司 | 3,010,162 | 13.25 | 1,652,458 | 30.03 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 24 | 118.18 | 13 | 160.00 | ||||
| 2025-04-24 | NP | MFSG-MFS主动增长ETF | 690 | 333 | ||||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 4,755 | 1,010.98 | 2,610 | 1,179.41 | ||||
| 2025-08-12 | 13F | 万国数据财富管理 | 15,621 | 40.95 | 8,575 | 61.82 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 20 | 11 | ||||||
| 2025-07-14 | 13F | 特兰资本管理有限公司 | 58,309 | 4.84 | 32,009 | 20.38 | ||||
| 2025-07-30 | 13F | 城堡财富管理有限公司 | 1,173 | 2.71 | 644 | 17.77 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 2 | 100.00 | 1 | |||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 51 | 32 | ||||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 701 | 33.78 | 385 | 53.60 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 19,416 | 5.80 | 10,659 | 21.47 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 77 | 156.67 | 43 | 207.14 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 64 | 540.00 | 35 | 775.00 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 3,736 | 0.24 | 2,051 | 15.10 | ||||
| 2025-08-27 | NP | TACLX - Touchstone 大盘基金 A 类 | 16,662 | 0.31 | 9,147 | 15.17 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | Short | -1,341 | -703 | |||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 1,330,589 | 1.23 | 730,440 | 16.23 | ||||
| 2025-05-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 2,172 | 1,038 | ||||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 10 | 5 | ||||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 29,452 | 2.65 | 16,168 | 18.22 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛增长机会基金服务 | 2,054 | 1.99 | 1,128 | 17.15 | ||||
| 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 1,643,803 | 4,505.14 | 910,188 | 5,233.34 | ||||
| 2025-06-26 | NP | SEG Partners多空股票基金 | 12,202 | 6,394 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 21,593 | 1.89 | 11,854 | 16.97 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 16,085 | 12.22 | 8,428 | 8.07 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 2,127 | 8.58 | 1,168 | 24.68 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 8,000 | 4,392 | ||||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 2,340 | 4.37 | 1,285 | 19.78 | ||||
| 2025-08-13 | 13F | 哈夫斯特联合公司 | 3,096 | 51.32 | 1,700 | 73.72 | ||||
| 2025-04-24 | 13F | 支点资产管理有限公司 | Put | 0 | 260 | |||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 265 | 10.42 | 139 | 6.15 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 4,148 | 18.62 | 2,277 | 36.18 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 3 | 50.00 | 2 | |||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -415 | -1.89 | -228 | 12.38 | |||
| 2025-07-22 | 13F | 费尼莫尔资产管理公司 | 88,850 | 5.98 | 48,775 | 21.68 | ||||
| 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 | 622 | 10.68 | 341 | 25.46 | ||||
| 2025-05-23 | NP | IWF - iShares Russell 1000 Growth ETF | 12,897 | 4.67 | 6,166 | -3.10 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 11,919 | 7 | ||||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 26,006 | 1.82 | 13,627 | -1.95 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 27 | 28.57 | 15 | 40.00 | ||||
| 2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Call | 34,500 | 18,939 | |||||
| 2025-08-26 | NP | QAMWEX - T. Rowe 定价中型成长投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,289 | 1.80 | 6,197 | 16.90 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 1,027 | 3.42 | 564 | 18.78 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 14,785 | 5.78 | 8,116 | 21.46 | ||||
| 2025-08-01 | 13F | 莫特科 | 653 | 0.46 | 375 | 20.97 | ||||
| 2025-08-08 | 13F | 创意策划 | 20,766 | 17.10 | 11,399 | 34.45 | ||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长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 | 6,502 | 4.50 | 3,407 | 0.62 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 4,852 | 35.19 | 2,664 | 55.19 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -58 | -14.71 | -32 | -3.12 | |||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 11 | 6 | ||||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 1 | 1 | ||||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 5,702 | 36.38 | 2,988 | 31.35 | ||||
| 2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,790 | 20.33 | 38,141 | 15.88 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 14 | 180.00 | 8 | 250.00 | ||||
| 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 | 95,475 | 11.88 | 50,027 | 7.73 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 503 | 2.65 | 264 | -1.13 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 522 | 21.96 | 287 | 40.20 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 781 | 73.17 | 429 | 99.07 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 2,726 | 15.80 | 1,496 | 32.98 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 409 | 225 | ||||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 4,552 | 4.91 | 2,499 | 20.44 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -4,096 | -16.29 | -2,249 | -3.89 | |||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 1,066 | 16.50 | 585 | 33.87 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 12,381 | 48.69 | 6,797 | 70.75 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 431 | 237 | ||||||
| 2025-07-24 | 13F | 峰会广场财务顾问有限责任公司 | 6,235 | 2.40 | 3,423 | 17.55 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 22 | 10.00 | 12 | 10.00 | ||||
| 2025-06-27 | NP | RSPM - Invesco S&P 500 等权重材料 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 | 14,590 | 6.87 | 7,645 | 2.91 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 14 | 27.27 | 8 | 40.00 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 25,893 | 17.89 | 14,214 | 35.36 | ||||
| 2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | 114,805 | 4.08 | 63,023 | 19.50 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 1,663 | 28.32 | 913 | 47.33 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 3,943 | 0.25 | 2,066 | -3.46 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 1,395 | 6.25 | 766 | 22.01 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 884 | 40.54 | 485 | 61.67 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 876 | 4.41 | 481 | 19.70 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 13,924 | 7,644 | ||||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 13 | 18.18 | 7 | 40.00 | ||||
| 2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | 44,017 | 50.14 | 24,164 | 72.38 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 112 | 30.23 | 61 | 48.78 | ||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,540 | 87.24 | 4,129 | 112.24 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 20,777 | 5.28 | 11,409 | 20.92 | ||||
| 2025-08-05 | 13F | 摄政门资本有限责任公司 | 22,134 | 12,151 | ||||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 61,597 | 14.45 | 29,451 | 5.94 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 3,159 | 19.66 | 1,730 | 35.61 | ||||
| 2025-05-30 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 8,100 | 2.53 | 4,447 | 17.71 | |||
| 2025-07-29 | NP | EBI-长景优势ETF | 276 | 305.88 | 151 | 371.88 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 5,700 | 23.91 | 3,129 | 42.29 | |||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 419 | 14.17 | 231 | 31.43 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 350 | 2.64 | 0 | |||||
| 2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 1,213 | 1.34 | 580 | -6.31 | ||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 37,884 | 72.88 | 21 | 100.00 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 1,684 | 8.16 | 924 | 24.19 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 1,604 | 13.92 | 881 | 30.76 | ||||
| 2025-08-28 | NP | ALVOX - 阿尔杰资本增值投资组合 S 级 | 5,436 | 117.79 | 2,984 | 150.13 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 579 | 318 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 17,600 | 779.56 | 9,662 | 910.56 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 843 | 463 | ||||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 922 | 71.38 | 506 | 96.89 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 800 | 166.67 | 439 | 206.99 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 2,000 | 122.22 | 1,098 | 155.12 | |||
| 2025-08-13 | 13F | 安盟资产管理公司 | 653 | 359 | ||||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 5,567 | 0.22 | 3,048 | 13.60 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 10 | 400.00 | 6 | |||||
| 2025-07-22 | 13F | 净值顾问小组 | 1,051 | 5.84 | 577 | 21.52 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 4,895 | 3.77 | 2,687 | 19.16 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 1,037 | 1.27 | 569 | 16.36 | ||||
| 2025-08-26 | NP | JPEF - 摩根大通股票焦点 ETF | 38,420 | 13.64 | 21,091 | 30.47 | ||||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 52 | 52.94 | 27 | 50.00 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 527,968 | 0.43 | 289,833 | 15.31 | ||||
| 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 | 31,775 | 2.64 | 17,443 | 17.84 | ||||
| 2025-08-26 | NP | BGATX - Baillie Gifford 全球阿尔法股票基金 2 类 | 20,438 | 11,220 | ||||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 12,144 | 2.02 | 6,667 | 17.13 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 48,377 | 5.79 | 26,557 | 21.46 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 9,598 | 33.01 | 5,269 | 52.70 | ||||
| 2025-08-14 | 13F | SIH 合伙人有限责任合伙公司 | 18,282 | 10,036 | ||||||
| 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 | 15,095 | 1.48 | 7,909 | -2.27 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 7,180 | 30.03 | 3,951 | 49.66 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 2,406 | 12.43 | 1,317 | 27.49 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 4,158 | 2.62 | 2,179 | -1.18 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 20,374 | 8.94 | 11 | 37.50 | ||||
| 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 | 232 | 28.89 | 122 | 24.74 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 16,329 | 623.48 | 8,964 | 730.68 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 1,837 | 14.17 | 1,006 | 29.34 | ||||
| 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 | 2,705 | 9.87 | 1,417 | 5.83 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 265 | 59.64 | 145 | 70.59 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 39,876 | 53.94 | 21,890 | 76.75 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 757 | 1.34 | 416 | 16.25 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 48,453 | 34.21 | 26,599 | 54.09 | ||||
| 2025-08-13 | 13F | 阿蒂卡资本管理有限责任公司 | 72,533 | 30.38 | 39,818 | 49.69 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 702 | 6.04 | 385 | 21.84 | ||||
| 2025-08-13 | 13F | 挪威银行 | 425,917 | 233,811 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 7,959 | 47.06 | 4,240 | 63.64 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 11,146 | 7.16 | 6,119 | 23.02 | ||||
| 2025-07-30 | 13F | 道德公司 | 7,620 | 19.45 | 4,191 | 35.59 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 1,631 | 1.30 | 895 | 16.38 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 115,088 | 6.37 | 63,179 | 22.12 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 222 | 5.71 | 122 | 21.00 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 23,784 | 9.99 | 13,057 | 26.29 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 168 | 68.00 | 92 | 95.74 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 7,372 | 0.07 | 4,047 | 14.88 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 31,608 | 214.73 | 17,352 | 261.40 | ||||
| 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 | 93,853 | 7.11 | 51,389 | 21.38 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 166 | 196.43 | 91 | 233.33 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 14 | 100.00 | 0 | |||||
| 2025-07-14 | 13F | 边境到海岸养老金合伙有限公司 | 76,866 | 12.36 | 42 | 31.25 |
