机构和基金投资人持股 - 买家
在3M公司中开设新头寸的主要持有者包括 德克萨斯州金斯顿资本合伙有限公司, JVMAX - 约翰汉考克纪律价值中盘基金 A 类, VGIIX - 摩根大通成长和收益基金 I 类, SPMO - Invesco S&P 500 Momentum ETF, PCEQX - 胜利先锋股票收益基金C类, Glenmede投资管理有限公司, JPEF - 摩根大通股票焦点 ETF, CLCEX - 多经理大盘成长策略基金机构类, Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a), HELO - 摩根大通对冲股票阶梯叠加 ETF, BBVSX - Bridge Builder 中小盘价值基金, SUNAMERICA 系列信托 - SA 摩根大通股票收益投资组合 1 级, JMOM - 摩根大通美国动量因子 ETF, 橡树丰收投资服务, 瑞穗证券美国有限公司, MASTERINVEST 资本投资有限公司, CFMSX - 中盘精选基金栏, BLI - 卢森堡投资银行, IBALX - Transamerica 多管理平衡 A, 和 中西部信托公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 73,941 | 6.97 | 11,257 | 10.89 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,637 | 20.99 | 227 | 10.73 | ||||
| 2025-07-18 | 13F | 西卡特联合有限责任公司 | 1,513 | 230 | ||||||
| 2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 1,320 | 201 | ||||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 165,618 | 1.93 | 25,214 | 5.66 | ||||
| 2025-08-06 | 13F | 圆石顾问有限责任公司 | 6,326 | 1.59 | 963 | 5.36 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 13,483 | 8.34 | 2 | 100.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 205,000 | 79.35 | 31,209 | 85.92 | |||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 138,000 | 21,009 | ||||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 5,956 | 0.03 | 907 | 3.66 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 265,360 | 16.97 | 40 | 21.21 | ||||
| 2025-08-14 | 13F | 清晰度资产管理公司 | 2,943 | 0.03 | 448 | 3.70 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 587,157 | 8.54 | 89,389 | 12.51 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 862 | 3.23 | 131 | 14.91 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3,448 | 0.23 | 525 | 3.76 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 300 | 46 | |||||
| 2025-08-21 | NP | FVALX - Forester 价值基金 N 级 | 500 | 35.14 | 76 | 40.74 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 2,270,948 | 3.13 | 345,729 | 6.91 | ||||
| 2025-08-08 | 13F | 财富联盟 | 3,859 | 18.23 | 588 | 22.55 | ||||
| 2025-07-29 | 13F | 约菲投资管理有限公司 | 3,252 | 0.03 | 495 | 3.77 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 3,619 | 46.28 | 551 | 51.52 | ||||
| 2025-07-23 | NP | CFMSX - 中盘精选基金栏 | 27,725 | 4,113 | ||||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 6,355 | 0.20 | 943 | -4.17 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 2,279 | 17.72 | 347 | 21.83 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 4,941 | 4.64 | 752 | 8.51 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 857,793 | 1.43 | 130,590 | 5.14 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 67,586 | 2.01 | 10,289 | 5.76 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 1,500 | 5.41 | 228 | 9.62 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 4,656 | 6.89 | 1 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 25,540 | 17.76 | 3,888 | 22.07 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 10,550 | 17.98 | 1,617 | 24.38 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 38,789 | 9.68 | 5,754 | 4.90 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 1,106 | 8.22 | 168 | 12.00 | ||||
| 2025-07-15 | 13F | 家庭投资中心有限公司 | 1,769 | 269 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 7,409 | 2.92 | 1,128 | 6.72 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 89,837 | 4.65 | 13,677 | 8.48 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 907 | 655.83 | 138 | 711.76 | ||||
| 2025-07-31 | 13F | 红波投资有限责任公司 | 1,335 | 203 | ||||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 1,064 | 148 | ||||||
| 2025-07-25 | 13F | 资产规划有限公司 | 339 | 0.30 | 52 | 4.08 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 2,037 | 309 | ||||||
| 2025-07-25 | 13F | 杰纳西资本顾问有限公司 | 7,700 | 0.01 | 1,172 | 3.72 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 29,752 | 367.73 | 4,529 | 384.90 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 28,458 | 21.17 | 4,333 | 24.09 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 2,725 | 400 | ||||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 4,127 | 9.30 | 628 | 13.36 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 2,820 | 42.21 | 429 | 47.42 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 12,769 | 30.80 | 1,944 | 35.59 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 2,642 | 34.38 | 402 | 39.58 | ||||
| 2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 42,176 | 33.30 | 6,257 | 27.47 | ||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 27,761 | 3.80 | 4,226 | 7.61 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 57,787 | 50.26 | 8,797 | 55.78 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 16,778 | 0.43 | 2,331 | -8.34 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 26,632 | 0.16 | 4,055 | 3.84 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 141,800 | 17.87 | 21,588 | 22.19 | |||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 189,365 | 5.85 | 28,823 | 9.94 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 202,068 | 1.72 | 30,763 | 5.45 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 5,603 | 853 | ||||||
| 2025-07-09 | 13F | 米拉多资本合伙公司 | 9,912 | 4.68 | 1,509 | 8.49 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 26,694 | 3.51 | 4,064 | 13.87 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 273,446 | 0.15 | 41,629 | 3.82 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 4,748 | 177.01 | 723 | 187.65 | ||||
| 2025-07-25 | 13F | 投资咨询集团有限责任公司 | 1,780 | 7.42 | 271 | 11.11 | ||||
| 2025-08-14 | NP | FLFGX - 全球配置基金零售类 | 218 | 70.31 | 33 | 200.00 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 1,706 | 260 | ||||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 105 | 2.94 | 16 | 7.14 | ||||
| 2025-08-08 | 13F | CWS 财务顾问有限责任公司 | 1,778 | 0.06 | 271 | 3.45 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 24,514 | 22.01 | 3,732 | 26.51 | ||||
| 2025-07-29 | NP | JHGEX - 全球股票基金A类 | 55,166 | 13.46 | 8,184 | 8.50 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 1,579 | 7.05 | 240 | 11.11 | ||||
| 2025-08-19 | 13F | Marex 集团 | 1,367 | 208 | ||||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 7,191 | 1,095 | ||||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 9,581 | 4.29 | 1,459 | 8.08 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 404 | 64 | ||||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 8,298 | 3.89 | 1,263 | 7.76 | ||||
| 2025-03-31 | NP | FYEE - 富达收益增强型股票 ETF | 120 | 18.81 | 18 | 50.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类 | 277,161 | 14.74 | 42,195 | 18.94 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 5,635 | 4.53 | 858 | 8.34 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 41,259 | 3.64 | 6,281 | 7.44 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 57,955 | 32.36 | 8,051 | 20.80 | ||||
| 2025-08-22 | NP | FFNHX - 工业投资组合初始类 | 39,100 | 5.96 | 5,953 | 9.84 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 138,070 | 42.44 | 21,020 | 47.66 | ||||
| 2025-08-14 | 13F | 帕西法尔资本管理公司 | 712,152 | 10.48 | 108,418 | 14.53 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 19,512 | 13.69 | 2,895 | 8.72 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 1,942 | 296 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 47,242 | 4.43 | 6,562 | -4.69 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 170,596 | 25,972 | ||||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 21,606 | 11.35 | 3 | 50.00 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 125,758 | 0.01 | 18,656 | -4.35 | ||||
| 2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 2,553 | 0.95 | 389 | 4.58 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 8,650 | 15.95 | 1,202 | 5.81 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 1,094 | 9.29 | 167 | 12.93 | ||||
| 2025-08-12 | 13F | 艾德有限责任公司 | 1,353 | 206 | ||||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 30,507 | 5.53 | 4,644 | 13.46 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 79,680 | 0.14 | 12,131 | 3.81 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 21,407 | 14.17 | 3,194 | 16.02 | ||||
| 2025-08-12 | 13F | Meridian 财富顾问有限责任公司 | 25,203 | 1,561.37 | 3,837 | 1,627.93 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 1,319 | 19.91 | 201 | 24.22 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 10,628 | 71.31 | 1,618 | 77.61 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,632,639 | 6.30 | 248,553 | 10.20 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 3,001 | 0.23 | 457 | 3.87 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 11,259 | 81.83 | 1,712 | 90.96 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 12,150 | 22.90 | 1,850 | 27.43 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 83 | 12 | ||||||
| 2025-08-07 | 13F | 费根联合公司 | 18,585 | 6.44 | 2,829 | 10.34 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 997 | 6.52 | 0 | |||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 26,772 | 73.55 | 4,076 | 79.91 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 48 | 7 | ||||||
| 2025-08-14 | 13F | 农林中金银行 | 35,640 | 5.81 | 5,426 | 9.68 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 2,128 | 27.88 | 324 | 32.38 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 50,000 | 281.68 | 7,612 | 295.84 | |||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 9,804 | 12.77 | 1,493 | 16.93 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 66 | 8.20 | 9 | 0.00 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 15,136 | 342.44 | 2,304 | 358.96 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 5,706 | 846 | ||||||
| 2025-06-26 | NP | FNKLX - 富达系列价值发现基金 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 | 497,400 | 7.48 | 69,094 | -1.91 | ||||
| 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 | 1,201,245 | 0.35 | 166,865 | -8.41 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 62 | 10.71 | 9 | 0.00 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 97,190 | 1.75 | 14,796 | 5.48 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 5,801 | 883 | ||||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 8,206 | 0.93 | 1,224 | 8.41 | ||||
| 2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 3,249,945 | 269.61 | 494,772 | 283.15 | ||||
| 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 | 37,746 | 6.33 | 5,243 | -2.94 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,030 | 180.65 | 157 | 194.34 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 1,954,458 | 14.04 | 297,536 | 18.11 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 5,564 | 10.93 | 1 | |||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,998 | 1,197.84 | 416 | 1,088.57 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 2,006 | 6.70 | 305 | 10.51 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 37,879 | 3.78 | 5,767 | 7.57 | ||||
| 2025-07-22 | 13F | 邓肯·威廉姆斯资产管理有限责任公司 | 2,794 | 425 | ||||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 103,298 | 14,349 | ||||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 445 | 19.95 | 68 | 24.07 | ||||
| 2025-08-12 | 13F | 泛微咨询集团 | 1,972 | 0.10 | 300 | 3.81 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 6,931 | 7.39 | 1,055 | 11.40 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 1,461 | 15.86 | 0 | |||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 22,515 | 2.91 | 3,428 | 6.66 | ||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 51,848 | 3.61 | 7,893 | 7.42 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 11,102 | 0.91 | 1,690 | 4.64 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 45,665 | 10.29 | 6,343 | 0.67 | ||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 3,882 | 3.99 | 580 | 5.66 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 1,185 | 165 | ||||||
| 2025-07-18 | 13F | PBMares 财富管理有限责任公司 | 1,969 | 5.35 | 300 | 9.12 | ||||
| 2025-07-15 | 13F | 伊顿金融控股有限公司 | 3,694 | 562 | ||||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 14,949 | 4.17 | 2,276 | 8.02 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 3,827 | 0.03 | 583 | 3.19 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 85,234 | 11,840 | ||||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 20 | 400.00 | 3 | |||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 664 | 92 | ||||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 52,141 | 1.17 | 7,938 | 4.86 | ||||
| 2025-06-26 | NP | FCLAX - 富达顾问工业基金 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 | 101,400 | 159.34 | 14,085 | 136.68 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 4,100 | 0.89 | 624 | 4.70 | ||||
| 2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 4,577 | 0.84 | 697 | 4.50 | ||||
| 2025-07-25 | 13F | 养老金保障基金委员会 | 2,000 | 304 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 37,051 | 1.39 | 5,147 | -7.46 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 21,077 | 15.90 | 3,127 | 10.81 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 1,375 | 2.54 | 0 | |||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 8 | 1 | ||||||
| 2025-05-28 | NP | LGLV - SPDR SSGA 美国大盘低波动指数 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 | 60,421 | 31.46 | 8,873 | 49.55 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 438,369 | 66,737 | ||||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 3,718 | 1.12 | 566 | 5.01 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 110,782 | 1.77 | 16,865 | 5.49 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 108,219 | 1.11 | 16,475 | 4.81 | ||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 4,838 | 2.11 | 737 | 5.90 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Call | 2,500 | 381 | |||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Put | 4,800 | 731 | |||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 3,391 | 12.10 | 516 | 16.22 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | 380 | 58 | ||||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 987,813 | 107.87 | 150,898 | 116.22 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 3,105 | 100.97 | 473 | 108.85 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,742 | 0.52 | 265 | 4.33 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 4,040 | 98.04 | 614 | 105.35 | ||||
| 2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 13,543 | 0.18 | 2,062 | 3.83 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 11,144 | 0.77 | 1,697 | 4.43 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 25,385 | 3,865 | ||||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 406 | 0.74 | 62 | 3.39 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 356 | 6.91 | 53 | 1.96 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 2,381 | 10.33 | 331 | 0.61 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 6,723 | 1.46 | 1,024 | 5.14 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 81,769 | 6.81 | 12,449 | 10.72 | ||||
| 2025-07-22 | 13F | 私人财富集团有限责任公司 | 7,243 | 1,103 | ||||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 21,211 | 3,229 | ||||||
| 2025-05-13 | NP | CLFFX - Clifford Capital Partners 基金投资者类别 | 30,900 | 0.98 | 4,538 | 14.86 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 2,418 | 0.62 | 368 | 4.55 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 6,378 | 1.87 | 971 | 5.66 | ||||
| 2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 3,509 | 2.57 | 1 | |||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 266,699 | 13.39 | 40,602 | 17.54 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 177,338 | 0.02 | 24,634 | -8.71 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 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 | 17,435 | 20.84 | 2,654 | 25.31 | ||||
| 2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 598,429 | 18.56 | 91,105 | 22.90 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 65,700 | 190.71 | 9,126 | 165.37 | ||||
| 2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 3,184 | 485 | ||||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 5,200 | 792 | ||||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 93,375 | 8.24 | 14,215 | 12.21 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 51,386 | 6.29 | 7,823 | 10.18 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | Put | 15,000 | 2,284 | |||||
| 2025-08-11 | 13F | 花旗集团 | 920,960 | 55.80 | 140,207 | 61.51 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 17,093 | 1.57 | 2,602 | 5.30 | ||||
| 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 | 6,877 | 128.85 | 1,047 | 137.19 | ||||
| 2025-08-01 | 13F | 丽城贸易有限责任公司 | Call | 30,100 | 30.87 | 4,964 | 30.09 | |||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 5,811 | 10.60 | 885 | 14.66 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 654 | 97 | ||||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 11,419 | 14.55 | 1,738 | 18.72 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 18,464 | 3.00 | 2,811 | 6.76 | ||||
| 2025-08-20 | NP | QCELX - AQR 大盘多风格基金 I 类 | 16,539 | 3.90 | 2,518 | 7.70 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 48 | 7 | ||||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 1,347 | 207 | ||||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 26,107 | 666.28 | 3,975 | 694.80 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 2,070 | 0 | ||||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 2,297 | 0.04 | 350 | 3.56 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 1,318 | 34.90 | 201 | 39.86 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 178,800 | -445.21 | 24,837 | -415.07 | ||||
| 2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 51,488 | 8.99 | 7,638 | 4.24 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 11,415 | 138.86 | 1,738 | 147.79 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 39 | 18.18 | 6 | 25.00 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 448 | 204.76 | 66 | 200.00 | ||||
| 2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 2,272 | 346 | ||||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 45,079 | 658.91 | 6,840 | 695.35 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 10,097 | 3.52 | 1,537 | 7.33 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 1,672 | 255 | ||||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 11,906 | 13.50 | 1,813 | 17.66 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 41,307,883 | 50.38 | 6,288,728 | 55.89 | ||||
| 2025-07-24 | 13F | 东方银行 | 11,595 | 10.94 | 1,765 | 15.06 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 310 | 0.65 | 47 | 4.44 | ||||
| 2025-08-22 | 13F | 卡特金融集团有限公司 | 2,068 | 313 | ||||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 391 | 60 | ||||||
| 2025-07-11 | 13F | 贝尔银行 | 8,521 | 26.76 | 1,297 | 31.41 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 29,218 | 10.07 | 4,448 | 14.11 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,129 | 37.35 | 172 | 42.50 | ||||
| 2025-08-14 | 13F | 联信银行 | 193,616 | 0.16 | 29,476 | 3.83 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 19,366 | 7.42 | 2,873 | 2.72 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 3,852 | 2.64 | 586 | 6.35 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 2,121 | 22.96 | 323 | 27.27 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 287 | 111.03 | 44 | 126.32 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,443 | 2.20 | 220 | 5.80 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 834,214 | 0.41 | 127,001 | 4.09 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,267 | 9.04 | 188 | 3.89 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 26,066 | 13.99 | 4 | 0.00 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 4,874 | 8.14 | 742 | 12.25 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 2,128 | 0 | ||||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 4,286 | 10.61 | 652 | 14.59 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 43,701 | 4.32 | 6,653 | 8.14 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 7,438 | 0.38 | 1,132 | 4.04 | ||||
| 2025-07-18 | 13F | 极限竞速财富管理有限责任公司 | 5,564 | 3.88 | 847 | 7.76 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 8,202 | 1,249 | ||||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 155,857 | 12.87 | 23,728 | 17.01 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 8,115 | 2.97 | 1,235 | 6.74 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 2,959 | 9.80 | 450 | 13.92 | ||||
| 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 | 134,095 | 1.17 | 18,627 | -7.66 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 9,484 | 6.61 | 1,444 | 10.49 | ||||
| 2025-08-14 | 13F | 阿尔肯资本管理有限公司 | Call | 2,850,000 | 35.71 | 433,884 | 40.69 | |||
| 2025-07-22 | 13F | 汇合财富服务公司 | 3,062 | 0.03 | 466 | 12.02 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 10,357 | 0.85 | 1,577 | 4.51 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 5,816 | 95.50 | 885 | 102.98 | ||||
| 2025-05-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,752 | 551 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 279,202 | 13.08 | 38,784 | 3.20 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 569,789 | 15.69 | 86,745 | 19.92 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 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 | 274,392 | 0.89 | 40,706 | -3.52 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-14 | 13F | 卡塔纳资本有限合伙人 | 600,000 | 9.09 | 91,344 | 13.09 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 23,768 | 5.19 | 3,618 | 9.04 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 8,051 | 1.12 | 1,209 | 9.72 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 556,673 | 0.27 | 84,739 | 3.92 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 2,100 | 61.54 | 0 | |||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 131 | 3.15 | 20 | 0.00 | ||||
| 2025-07-08 | 13F | 遗产私人信托公司 | 15,561 | 5.44 | 2,369 | 9.32 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 3,263 | 13.30 | 497 | 17.54 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 5,298 | 2.93 | 810 | 7.28 | ||||
| 2025-08-26 | NP | JPIVX - 摩根大通无畏价值基金 I 类 | 6,628 | 1,009 | ||||||
| 2025-07-24 | 13F | 强塔咨询服务 | 51,242 | 1.56 | 7,801 | 20.29 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 25 | 4 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 354,527 | 4.80 | 49,247 | -4.35 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 18,766 | 1.89 | 2,857 | 5.62 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 9,004 | 1.97 | 1,371 | 5.71 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 3,942 | 0.03 | 600 | 3.81 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 631,227 | 0.31 | 96,098 | 3.98 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 41 | 6 | ||||||
| 2025-07-29 | 13F | 双西资本顾问有限公司 | 1,835 | 5.95 | 278 | 17.87 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 123,400 | 3.97 | 18,786 | 7.77 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 17,784 | 3.26 | 2,707 | 7.04 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,284,781 | 6.82 | 195,488 | 10.92 | ||||
| 2025-05-28 | NP | VSLU - 应用金融估值大盘 ETF | 2,988 | 4.62 | 439 | 19.02 | ||||
| 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 | 563 | 19.28 | 78 | 9.86 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 16,107 | 114.65 | 2,452 | 122.50 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 24,000 | 26.32 | 3,654 | 30.93 | |||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 18,300 | 51.24 | 2,786 | 56.72 | |||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 4,261 | 7.47 | 592 | -1.99 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 86,548 | 13.71 | 13,176 | 17.88 | ||||
| 2025-07-08 | 13F | 理查德·P·斯劳特联合公司 | 1,635 | 249 | ||||||
| 2025-08-12 | 13F | Skba资本管理有限公司 | 110,223 | 10.31 | 16,780 | 14.35 | ||||
| 2025-07-14 | 13F | 斯威尼与米歇尔有限公司 | 2,232 | 3.57 | 348 | 26.64 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 34,169 | 2.68 | 5,202 | 6.43 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 5,135 | 10.05 | 782 | 14.01 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 3,330,801 | 6.49 | 507,081 | 10.39 | ||||
| 2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 4,336 | 9.05 | 660 | 13.21 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 2,900 | 60.22 | 441 | 66.42 | ||||
| 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 | 6,849,432 | 0.43 | 1,016,113 | -3.96 | ||||
| 2025-07-11 | 13F | Bond & Devick 金融网络公司 | 3,356 | 62.75 | 511 | 68.87 | ||||
| 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 | 99,427 | 2.03 | 15,137 | 5.76 | ||||
| 2025-07-25 | 13F | 我艾利森有限公司 | 1,615 | 246 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 326,463 | 11.36 | 49,701 | 15.44 | ||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 8,559 | 1,303 | ||||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 9,000 | 1,370 | ||||||
| 2025-07-25 | 13F | 明思投资有限公司 | 1,775 | 0.06 | 270 | 3.85 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 3,724 | 28.50 | 581 | 47.21 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 14,626 | 3.46 | 2,170 | -1.05 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 4,918 | 749 | ||||||
| 2025-08-04 | 13F | 精明顾问公司 | 5,772 | 52.30 | 879 | 57.91 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 21,721 | 17.81 | 3,307 | 22.13 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 6,466 | 0.03 | 984 | 3.69 | ||||
| 2025-08-13 | 13F | 槐木资本顾问有限公司 | 5,140 | 783 | ||||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,539 | 52.69 | 1,860 | 46.11 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 31,008 | 5.46 | 4,600 | 0.88 | ||||
| 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 | 74,347 | 16.08 | 11,029 | 11.02 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 121,416 | 18,484 | ||||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 14,886 | 14.63 | 2,266 | 18.83 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 845 | 0.36 | 0 | |||||
| 2025-07-09 | 13F | 伯特财富顾问 | 3,005 | 44.12 | 457 | 49.35 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 23,341 | 15.97 | 3,553 | 20.24 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 8,045 | 35.80 | 1,225 | 40.85 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型价值投资组合 I 类 | 11,302 | 1,721 | ||||||
| 2025-08-27 | NP | PJIAX - PGIM JENNISON 股权机会基金 A 类 | 59,890 | 17.39 | 9,118 | 21.69 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 962 | 146 | ||||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 370,329 | 21.30 | 56,379 | 25.74 | ||||
| 2025-08-26 | NP | IPEAX - Voya 大盘价值投资组合 ADV 级 | 64,770 | 19.63 | 9,861 | 24.01 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 3,274 | 4.27 | 486 | -0.41 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 131,550 | 5.50 | 20,027 | 9.37 | ||||
| 2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 8,625 | 1,313 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 48,878,615 | 0.74 | 7,441,280 | 4.43 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 31,154 | 7.21 | 4,743 | 11.13 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 7,703 | 1,173 | ||||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 2,278 | 12.61 | 347 | 16.50 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 12,137 | 15.76 | 1,848 | 19.32 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 14,147 | 85.92 | 2,154 | 92.75 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 1,481 | 225 | ||||||
| 2025-04-29 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 23,555 | 27.96 | 3,654 | 48.62 | ||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 1,772 | 0.45 | 270 | 3.86 | ||||
| 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 | 337 | 402.99 | 47 | 360.00 | ||||
| 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 | 190,058 | 17.57 | 28,934 | 21.87 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 1,719 | 0.17 | 262 | 3.57 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 250,944 | 13.94 | 38,071 | 18.89 | ||||
| 2025-08-12 | 13F | 布劳恩史黛西联合公司 | 162,352 | 1.88 | 24,716 | 5.61 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 630,363 | 1.89 | 95,966 | 5.62 | ||||
| 2025-04-29 | 13F | 佩森公司 | 24,638 | 2.06 | 3,618 | 16.11 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 54,935 | 1.90 | 8,363 | 5.63 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 2,552 | 0.39 | 385 | 2.95 | ||||
| 2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 7,945 | 21.06 | 1,210 | 25.55 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 6,971 | 10.56 | 1,061 | 14.70 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 623 | 95 | ||||||
| 2025-07-25 | 13F | PrairieView 合作伙伴有限责任公司 | 41,359 | 9.11 | 6 | 20.00 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 1,488 | 221 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 11,741 | 1.05 | 1,787 | 4.75 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 13,426 | 1.74 | 2,044 | 5.47 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 117,510 | 0.32 | 18 | 0.00 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 11,418 | 35.73 | 1,586 | 23.91 | ||||
| 2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 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 | 116,353 | 57.05 | 16,163 | 43.34 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 7,821,238 | 2.60 | 1,086,448 | -6.36 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 4,922 | 24.70 | 749 | 29.36 | ||||
| 2025-08-14 | 13F | Candlestick 资本管理有限责任公司 | 439,760 | 34.96 | 66,949 | 39.91 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 1,390 | 1.91 | 212 | 5.50 | ||||
| 2025-06-30 | NP | DYLG - Global X Dow 30 备兑看涨期权和成长 ETF | 343 | 30.42 | 48 | 17.50 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 32,000 | 13.07 | 4,872 | 17.20 | ||||
| 2025-08-13 | 13F/A | DLD资产管理有限合伙人 | Call | 1,500 | 228 | |||||
| 2025-04-28 | NP | GBFFX - GMO 无基准基金 III 类 | 6,263 | 21.92 | 972 | 41.75 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 4,363 | 44.23 | 664 | 49.55 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 17,023 | 6.42 | 2,592 | 10.30 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 2,365 | 2.47 | 360 | 6.19 | ||||
| 2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 2,750 | 4.96 | 419 | 8.85 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 6 | 1 | ||||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 71,084 | 0.61 | 10,822 | 4.30 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 1,161 | 15.29 | 172 | 10.26 | ||||
| 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 | 14,203 | 2.88 | 1,973 | -6.14 | ||||
| 2025-08-13 | 13F | 七泉财富集团有限责任公司 | 2,633 | 5.32 | 401 | 8.99 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 6,536 | 19.69 | 995 | 24.06 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 22,116 | 3,367 | ||||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 53,379 | 4.08 | 8,126 | 7.90 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 69,208 | 0.91 | 10,536 | 4.61 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 1,763 | 12.51 | 268 | 16.52 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 832,495 | 39.12 | 127,322 | 44.88 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 11,623 | 63.96 | 1,615 | 49.72 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 13,497 | 26.23 | 2,055 | 30.83 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,088 | 4.56 | 290 | -4.29 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 2,863 | 0.32 | 436 | 3.82 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 1,725 | 1.77 | 263 | 5.65 | ||||
| 2025-04-01 | NP | SPDV - AAM S&P 500 高股息价值 ETF | 14,171 | 36.52 | 2,157 | 61.74 | ||||
| 2025-05-30 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,876 | 56.13 | 422 | 78.06 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 6,176 | 0.08 | 940 | 3.75 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 3,220 | 0.94 | 490 | 4.70 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 16,920 | 0.43 | 2,576 | 4.08 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 3,172 | 13.61 | 483 | 17.56 | ||||
| 2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 355,672 | 8.35 | 54,148 | 12.32 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 10,301 | 1.83 | 1,568 | 5.59 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 33,521 | 2.29 | 5,103 | 6.05 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 4,743 | 4.26 | 722 | 8.08 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 1,876 | 3.59 | 286 | 7.55 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 6,328 | 24.22 | 963 | 28.74 | ||||
| 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 | 6,744 | 25.12 | 937 | 14.15 | ||||
| 2025-07-15 | 13F | 退休收入解决方案公司 | 1,654 | 3.12 | 252 | 6.81 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 36,106 | 5.81 | 5,356 | 1.19 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 3,375 | 6.47 | 1 | |||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 530 | 54.52 | 81 | 60.00 | ||||
| 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 | 584,268 | 1.81 | 88,949 | 5.54 | ||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 3,322 | 0.27 | 506 | 3.91 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 95,145 | 4.60 | 14,485 | 8.42 | ||||
| 2025-07-24 | 13F | 支付宝证券公司 | 14 | 7.69 | 2 | 100.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 15,110 | 213.49 | 2,300 | 225.32 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 18,568 | 14.29 | 2,827 | 18.49 | ||||
| 2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 1,923 | 39.15 | 293 | 44.55 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 3,530 | 9.29 | 537 | 76.64 | ||||
| 2025-04-15 | 13F | 高力金融 | 334 | 0.60 | 49 | 16.67 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 907 | 72.11 | 138 | 79.22 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 58,596 | 8,140 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 3,196,591 | 5.44 | 486,649 | 9.30 | ||||
| 2025-07-23 | NP | NLCAX - Voya大盘成长基金A类 | 41,421 | 1.42 | 6,145 | -3.01 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 134,234 | 9.91 | 20,436 | 13.94 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 5,347 | 8.02 | 814 | 11.97 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 5,428 | 1.46 | 826 | 5.22 | ||||
| 2025-08-21 | 13F | 克拉里昂财富管理合伙有限公司 | 1,452 | 221 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 24 | 4 | ||||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 7,084 | 0.04 | 1,078 | 3.75 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 18,796 | 10.17 | 2,861 | 14.21 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 324 | 0.31 | 49 | 4.26 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 14 | 55.56 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 1,922,210 | 20.14 | 292,637 | 24.54 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 137 | 341.94 | 21 | 425.00 | ||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 2,073 | 0 | ||||||
| 2025-08-12 | 13F | 德意志银行\ | 1,992,781 | 15.69 | 303,381 | 19.93 | ||||
| 2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 24 | 4 | ||||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 827 | 0.49 | 127 | 11.50 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 434 | 2,311.11 | 64 | 3,050.00 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,536 | 6.15 | 2,158 | -3.10 | ||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 2,412 | 19.47 | 367 | 23.99 | ||||
| 2025-04-28 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 27,559 | 4,275 | ||||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 8,250 | 1,256 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 69,499 | 13.10 | 10,672 | 18.25 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 17,500 | 2,664 | |||||
| 2025-08-14 | 13F | 森蒂努斯有限责任公司 | 6,598 | 0.72 | 1,004 | 4.37 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 19,824 | 17.71 | 3,018 | 22.04 | ||||
| 2025-04-28 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 39,695 | 6,157 | ||||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 68,996 | 10,504 | ||||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 1,341 | 204 | ||||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 37,191 | 5,662 | ||||||
| 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 | 193,628 | 8.41 | 26,897 | -1.06 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 536 | 11.20 | 82 | 15.71 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 54,785 | 2.99 | 8,340 | 6.76 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 20,181 | 1.52 | 3,072 | 5.24 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 42 | 6 | ||||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 330 | 106.25 | 51 | 117.39 | ||||
| 2025-04-18 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,130 | 79.02 | 641 | 107.79 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 18,726 | 17.18 | 2,851 | 38.22 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 352 | 16.94 | 54 | 20.45 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 3,335 | 1.49 | 508 | 5.19 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 9,256 | 90.92 | 1,409 | 98.17 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 1,749 | 1.16 | 266 | 5.14 | ||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 1,831 | 0.05 | 279 | 3.73 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 35,259 | 93.39 | 5,368 | 100.49 | ||||
| 2025-08-21 | NP | MXLGX - Great-West 大盘成长基金投资者类别 | 85,947 | 14.38 | 13,085 | 18.58 | ||||
| 2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 962 | 0.63 | 146 | 4.29 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,937 | 295 | ||||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 860,089 | 3.18 | 130,940 | 6.96 | ||||
| 2025-07-28 | NP | UDOW - ProShares UltraPro Dow30 | 67,611 | 1.09 | 10,030 | -3.32 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 4,126 | 40.58 | 628 | 46.05 | ||||
| 2025-08-12 | 13F | Agp Franklin 有限责任公司 | 12,378 | 6.00 | 1,884 | 19.32 | ||||
| 2025-06-26 | NP | FDVKX - 富达价值发现 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 | 6,716 | 7.34 | 933 | -2.10 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 11,705 | 125.79 | 1,719 | 156.80 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 460,200 | 839.18 | 70,061 | 873.60 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 1,788 | 4.01 | 272 | 7.94 | ||||
| 2025-08-13 | 13F | 麦高恩集团资产管理公司 | 128,659 | 1.11 | 19,587 | 4.82 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 127,691 | 17.93 | 19,440 | 22.25 | ||||
| 2025-07-14 | 13F | 扎根财富顾问公司 | 1,609 | 251 | ||||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 3,246 | 4.27 | 494 | 8.10 | ||||
| 2025-03-25 | NP | PEQIX - 先锋股票收益基金：A 类 | 180,282 | 14.70 | 27,439 | 35.88 | ||||
| 2025-08-07 | 13F | 奥特曼顾问公司 | 16,869 | 1.07 | 2,595 | 11.91 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 16,256 | 77.00 | 2,258 | 61.63 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 158,527 | 7.60 | 24,134 | 11.54 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 5,282 | 3.81 | 804 | 7.63 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 662 | 15.94 | 92 | 5.81 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 11,540 | 18.04 | 1,757 | 22.37 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 33,858 | 1.23 | 5,155 | 4.93 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 22,781 | 0.13 | 3,467 | 3.74 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 40,088 | 0.17 | 6,105 | 2.74 | ||||
| 2025-08-14 | 13F | 嘉德财富管理有限公司 | 10,129 | 0.46 | 1,542 | 4.19 | ||||
| 2025-07-09 | 13F | 灯塔金融集团 | 1,539 | 2.74 | 234 | 6.85 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 37,443 | 7.27 | 5,699 | 27.99 | ||||
| 2025-07-28 | 13F | JGP 财富管理有限责任公司 | 2,564 | 4.06 | 390 | 8.03 | ||||
| 2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 2,067 | 14.64 | 315 | 18.94 | ||||
| 2025-07-31 | 13F | 欧佩斯财富管理有限责任公司 | 1,801 | 274 | ||||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 3,415 | 140.32 | 519 | 149.04 | ||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 360 | 115.57 | 55 | 125.00 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 458 | 70 | ||||||
| 2025-07-30 | 13F | 财务视角公司 | 14,026 | 0.01 | 2,135 | 3.69 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 103,105 | 91.04 | 16 | 114.29 | ||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 42,224 | 6,428 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 1,900 | 289 | |||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 普通股投资组合初始类别 | 698 | 106 | ||||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 670 | 5.68 | 102 | 9.68 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 3,030 | 5.10 | 461 | 8.98 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 23,248 | 13.49 | 3,539 | 17.65 | ||||
| 2025-07-16 | 13F | 财富集团有限公司 | 2,153 | 4.87 | 328 | 8.64 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 148 | 17.46 | 0 | |||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 10,436 | 3.43 | 1,589 | 7.22 | ||||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 6,690 | 0.39 | 1,018 | 4.09 | ||||
| 2025-05-30 | NP | WBAT - WisdomTree 电池价值链和创新基金 NA | 59 | 1.72 | 9 | 14.29 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 43,788 | 6,083 | ||||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 7,697 | 1.18 | 1,172 | 4.83 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 2,506 | 4.59 | 381 | 8.55 | ||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 944,816 | 1.27 | 140,163 | -3.15 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 238 | 35 | ||||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 22,310 | 4.62 | 3,396 | 8.46 | ||||
| 2025-08-01 | 13F | 威廉·艾伦有限公司 | 6,668 | 2.93 | 1,015 | 6.73 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 17,955 | 6.58 | 2,733 | 10.47 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 11,236 | 14.11 | 1,711 | 18.26 | ||||
| 2025-08-14 | 13F | 高维斯塔策略有限责任公司 | 14,400 | 6.67 | 2,192 | 10.60 | ||||
| 2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 61,862 | 60.35 | 8,593 | 74.65 | ||||
| 2025-07-08 | 13F | Lpwm有限公司 | 3,169 | 41.73 | 482 | 46.95 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 28,627 | 0.01 | 4,358 | 3.69 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 13,788 | 4.49 | 1,915 | -4.63 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 42,744 | 1.46 | 7 | 0.00 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 43 | 7.50 | 7 | 20.00 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 4,831 | 4.70 | 735 | 8.57 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 2,937,801 | 19.92 | 447,251 | 24.31 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 43,088 | 19.65 | 6,560 | 24.04 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 77,624 | 2.10 | 11,817 | 5.84 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 1,643 | 24.09 | 250 | 28.87 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 11,518 | 1,754 | ||||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 45,428 | 21.45 | 6,739 | 16.15 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 2,454 | 21.97 | 354 | 32.58 | ||||
| 2025-07-23 | 13F | 拉拉威金融公司 | 2,290 | 0.09 | 349 | 3.57 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 3,278 | 10.18 | 499 | 14.45 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 5,546 | 14.71 | 844 | 18.87 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 2,661 | 312.56 | 405 | 330.85 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 593 | 6.46 | 88 | 1.16 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 54 | 8.00 | 8 | 14.29 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 5,327 | 1.14 | 811 | 4.79 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 10,150 | 4.84 | 1,535 | 15.50 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 2,567 | 17.21 | 377 | 33.69 | ||||
| 2025-07-29 | NP | DAGVX - 纽约梅隆银行动态价值基金 A 类 | 421,602 | 6.14 | 62,545 | 1.51 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 21 | 23.53 | 3 | 50.00 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 1,693 | 258 | ||||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 11,436 | 39.23 | 1,741 | 44.36 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 21,291 | 17.71 | 3,241 | 22.03 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 48,587 | 19.83 | 7,397 | 24.22 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 1,625 | 247 | ||||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 3,355 | 12.24 | 511 | 16.44 | ||||
| 2025-08-13 | 13F | 挪威银行 | 8,300,346 | 1,263,645 | ||||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 19,261 | 0.63 | 2,932 | 4.34 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 1,322 | 201 | ||||||
| 2025-08-14 | 13F | 原型财富合作伙伴 | 1,340 | 0 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 8,294 | 7.88 | 1,230 | 3.19 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 11,475 | 5.03 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 137,041 | 7.64 | 20,863 | 13.10 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 30,684 | 7.41 | 4,671 | 11.35 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 13,650 | 8.10 | 2,078 | 12.08 | ||||
| 2025-07-17 | 13F | 伊格尔布拉夫斯财富管理有限责任公司 | 13,622 | 0.21 | 2,074 | 3.86 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | Put | 4,600 | 700 | |||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 251,713 | 1.11 | 38 | 5.56 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 2,764 | 406 | ||||||
| 2025-08-26 | NP | GGEYX - 机构成长股票基金 | 51,954 | 15.06 | 7,909 | 19.27 | ||||
| 2025-07-23 | 13F | 睿智财富合伙人 | 3,802 | 66.75 | 579 | 73.05 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 4,681,150 | 4.05 | 712,658 | 7.86 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 1,899 | 289 | ||||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 2,082 | 0.34 | 317 | 4.28 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 3,555 | 3.89 | 522 | 18.37 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 2,270,547 | 125.88 | 345,668 | 134.15 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 4,115 | 7.30 | 626 | 11.19 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 131,992 | 6.31 | 20,094 | 10.21 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 480,328 | 3.87 | 66,722 | -5.20 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 6,121 | 15.53 | 932 | 19.67 | ||||
| 2025-07-07 | 13F | 全球财富策略与合伙人 | 629 | 0.32 | 96 | 3.26 | ||||
| 2025-07-23 | 13F | 阳光资本管理有限公司 | 2,418 | 26.33 | 368 | 30.96 | ||||
| 2025-08-26 | NP | DVAL - BrandywineGLOBAL-动态美国大盘价值 ETF | 20,499 | 1.86 | 3,121 | 5.58 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 2,430 | 8.97 | 0 | |||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 3,256 | 0.06 | 496 | 3.77 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 64,776 | 0.42 | 9,862 | 4.10 | ||||
| 2025-06-24 | NP | JDIV-摩根大通股息领先ETF | 528 | 73 | ||||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 2,600 | 396 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 1,900 | 289 | |||||
| 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 | 11,895 | 5.73 | 1,652 | -3.50 | ||||
| 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 | 544,298 | 2.58 | 80,747 | -1.90 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 314,701 | 25.45 | 47,910 | 30.05 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 4,352 | 4.07 | 663 | 7.82 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 1,154 | 222.35 | 176 | 236.54 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 65 | 10 | ||||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 373,281 | 55,376 | ||||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 1,320 | 201 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 11,927 | 24.11 | 1,816 | 28.63 | ||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 2,641 | 402 | ||||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 16,148 | 270.11 | 2,458 | 284.06 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 41 | 6 | ||||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 2,693 | 0.04 | 412 | 4.05 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 24,900 | 179.78 | 3,791 | 189.98 | |||
| 2025-07-16 | 13F | 荷兰咨询服务公司 | 1,586 | 241 | ||||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20 | 17.65 | 3 | 0.00 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 193,268 | 260.49 | 29,423 | 273.72 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 74,500 | 11,342 | |||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 1,513 | 230 | ||||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 4,154 | 632 | ||||||
| 2025-08-19 | 13F | 国家资产管理公司 | Call | 1,500 | 228 | |||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 13 | 8.33 | 2 | 0.00 | ||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 5,553 | 0.14 | 845 | 3.81 | ||||
| 2025-07-29 | 13F | Gladwyn 财务顾问公司 | 745 | 113 | ||||||
| 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 | 741,173 | 10.56 | 112,836 | 14.61 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 16,599 | 5.06 | 2,527 | 8.92 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 44,014 | 23.97 | 6,529 | 36.53 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 13,180 | 3.43 | 2,007 | 7.22 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 1,686 | 4.01 | 257 | 7.56 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 21,218 | 4.31 | 3,230 | 8.14 | ||||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 27,000 | 4,103 | ||||||
| 2025-08-12 | 13F | 私人管理集团公司 | 3,568 | 543 | ||||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 5,698 | 10.64 | 867 | 14.68 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 72,952 | 40.97 | 11,106 | 46.15 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 3,560 | 8.47 | 542 | 12.47 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 1,706 | 172.09 | 260 | 181.52 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 2,076 | 5.86 | 313 | 16.36 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 8,989 | 9.09 | 1,368 | 13.06 | ||||
| 2025-04-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,345 | 24.81 | 3,001 | 45.00 | ||||
| 2025-03-31 | NP | FVAL - 富达价值因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,987 | 5.24 | 5,934 | 24.67 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 1,489 | 227 | ||||||
| 2025-07-23 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 7,240 | 20.37 | 1,074 | 15.11 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 108,381 | 53.69 | 16,500 | 59.32 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 70,810 | 10,780 | ||||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 23 | 91.67 | 4 | 200.00 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 6,542 | 1 | ||||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 57,738 | 37.04 | 9 | 60.00 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 353 | 52 | ||||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 7,723 | 1.37 | 1,176 | 5.10 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 32,471 | 4,943 | ||||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 95,403 | 30.21 | 14,524 | 34.98 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 27,923 | 10.57 | 4,251 | 14.62 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 13,940 | 2,122 | ||||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 9,394 | 1.56 | 1,430 | 5.30 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 1,859 | 283 | ||||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 136 | 21 | ||||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 12,397 | 41.23 | 1,722 | 28.89 | ||||
| 2025-07-17 | 13F | 非凡美分投资有限责任公司 | 25,415 | 1.57 | 3,869 | 5.31 | ||||
| 2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 50,496 | 31.50 | 7,014 | 20.02 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 8,551 | 17.27 | 1,269 | 12.11 | ||||
| 2025-08-08 | 13F | 雪松财富管理有限责任公司 | 27 | 4 | ||||||
| 2025-07-24 | 13F | MSH资本顾问有限公司 | 8,597 | 3.02 | 1,309 | 6.78 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 119,383 | 3.84 | 18,175 | 7.64 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 833 | 283.87 | 127 | 306.45 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 119 | 18 | ||||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 5,531 | 0.88 | 842 | 4.60 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 84,450 | 0.54 | 12,857 | 4.22 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 244,800 | 6.99 | 28 | 22.73 | |||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 157,665 | 5.12 | 24,003 | 8.97 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 180,282 | 25,043 | ||||||
| 2025-07-17 | 13F | 湾桥资本集团有限责任公司 | 10,819 | 2.28 | 1,647 | 6.05 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 26,607 | 7.23 | 4,051 | 11.17 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 447 | 0.22 | 68 | 4.62 | ||||
| 2025-07-29 | 13F | 奥特溪顾问有限责任公司 | 27,187 | 20.19 | 4,139 | 24.60 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 1,974 | 28.18 | 293 | 46.00 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 1,446 | 4.40 | 220 | 8.37 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 15,798 | 2,405 | ||||||
| 2025-08-29 | NP | JVMAX - 约翰汉考克纪律价值中盘基金 A 类 | 777,522 | 118,370 | ||||||
| 2025-07-10 | 13F | PMV 资本顾问有限责任公司 | 40 | 6 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 6,236 | 81.60 | 949 | 88.29 | ||||
| 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 | 120,088 | 8.32 | 16,681 | -1.14 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通股票收益投资组合 1 级 | 47,101 | 6,543 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 14,246 | 3.46 | 2,169 | 7.22 | ||||
| 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 | 12,469 | 1.71 | 1,732 | -7.13 | ||||
| 2025-08-13 | 13F | RFP 金融集团有限责任公司 | 1,338 | 204 | ||||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 4,927 | 0.86 | 750 | 4.60 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 1,454 | 221 | ||||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 7,335 | 1.35 | 1,117 | 5.08 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 2,596 | 395 | ||||||
| 2025-07-17 | 13F | 清洁收益集团 | 2,995 | 1.80 | 456 | 5.32 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 229,647 | 11.98 | 34,913 | 15.92 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 746 | 12.86 | 0 | |||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 10,653 | 0.98 | 1,622 | 4.65 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 34 | 3.03 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 14,710 | 6.21 | 2,239 | 10.08 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,562 | 52.77 | 390 | 58.54 | ||||
| 2025-07-23 | 13F | 北方财务顾问公司 | 11,150 | 17.02 | 1,697 | 21.30 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 5,826,522 | 690 | ||||||
| 2025-07-29 | 13F | 维奥利奇资本管理公司 | 3,536 | 10.64 | 538 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 283 | 146.09 | 43 | 168.75 | ||||
| 2025-08-05 | 13F | 战略金融概念有限责任公司 | 2,535 | 73.39 | 386 | 79.91 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 204,789 | 0.97 | 31,177 | 4.67 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 91,509 | 3.07 | 13,575 | -1.43 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 9,202 | 0.39 | 1,401 | 4.01 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 3,929 | 38.59 | 598 | 43.75 | ||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 15,522 | 2.19 | 2,363 | 5.96 | ||||
| 2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 23,860 | 15.87 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 9,735 | 3.81 | 1,482 | 7.63 | ||||
| 2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 1,368 | 208 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 26,074 | 47.56 | 3,970 | 52.95 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 8,318 | 0.06 | 1,266 | 3.77 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 2,413 | 4.19 | 367 | 7.94 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 14,082 | 14.35 | 2,089 | 9.37 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 8,981 | 2.49 | 1,367 | 6.30 | ||||
| 2025-07-28 | NP | ESN - 基本 40 股票 ETF | 15,934 | 6.84 | 2,364 | 2.16 | ||||
| 2025-08-25 | NP | ANWPX - 新视角基金A类 | 665,624 | 40.96 | 101,335 | 46.12 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 504 | 7.69 | 70 | -1.41 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | 2,000 | 204 | ||||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 17,437 | 5.70 | 2,587 | 1.09 | ||||
| 2025-07-08 | 13F | 利夫斯伯格财务咨询 | 323 | 49 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 10,186 | 0.14 | 1,551 | 3.82 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 30,447 | 4,635 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | 5,804,004 | 9.98 | 883,602 | 14.01 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 1,416 | 216 | ||||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 3,067 | 1.39 | 467 | 4.95 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 5,798 | 0.26 | 883 | 3.89 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 6,748 | 6.28 | 1,027 | 10.19 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 1,977 | 0.15 | 301 | 3.81 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 2,321 | 5.98 | 341 | 20.57 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 128,600 | 88.01 | 19,578 | 94.90 | |||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 6,807 | 2.24 | 1,036 | 6.04 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 10,800 | 1,644 | ||||||
| 2025-07-24 | NP | FEQTX - 富达股票股息收入基金 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 | 306,200 | 347.01 | 45,425 | 327.52 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 8,089 | 128.63 | 1,232 | 137.19 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,145,881 | 5.31 | 174,449 | 9.17 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 49,493 | 3.78 | 7,535 | 7.58 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 344,366 | 73.82 | 52,426 | 80.20 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 533,048 | 1.34 | 81,151 | 5.05 | ||||
| 2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 1,351 | 206 | ||||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 16,802 | 11.57 | 2,493 | 6.72 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 245 | 2.08 | 37 | 5.71 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 1,806 | 275 | ||||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 3,954 | 617 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 520 | 31.31 | 77 | 26.23 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 50,212 | 39.00 | 7,644 | 44.09 | ||||
| 2025-08-01 | 13F | 佩诺布斯科特财富管理 | 1,448 | 0.14 | 220 | 3.77 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 9,053 | 8.76 | 1,378 | 12.77 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 1,328 | 202 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 106,541 | 2.61 | 16,220 | 6.38 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 11,760 | 1.76 | 1,745 | -2.68 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 3,773 | 0.05 | 574 | 3.80 | ||||
| 2025-08-01 | 13F | 华侨银行 | 40,875 | 12.01 | 6,218 | 16.01 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 17,265 | 11.99 | 2,628 | 16.08 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 10,801 | 13.36 | 1,699 | 31.20 | ||||
| 2025-07-15 | 13F | 全面财富规划有限公司 | 2,000 | 304 | ||||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 4,153 | 5.27 | 632 | 9.15 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 168,914 | 5.23 | 26 | 8.70 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 45 | 7 | ||||||
| 2025-07-15 | 13F | 林奇建筑事务所/ | 26,381 | 1.32 | 4,016 | 5.05 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 78,123 | 11.45 | 10,852 | 1.72 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 2,222 | 30.17 | 338 | 35.20 | ||||
| 2025-07-18 | 13F | 布鲁斯克咨询服务有限公司 | 1,472 | 0.07 | 224 | 3.70 | ||||
| 2025-08-12 | 13F | 白松资本有限公司 | 97,909 | 0.14 | 14,906 | 3.81 | ||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 21,154 | 2.41 | 3,220 | 6.17 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 36,650 | 13.31 | 6 | 25.00 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 45 | 2.27 | 7 | 0.00 | ||||
| 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 | 13,201 | 0.62 | 1,958 | -3.78 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 9,136 | 2.86 | 1,391 | 6.60 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 1,714 | 1.66 | 261 | 5.26 | ||||
| 2025-04-25 | NP | RDIV - Invesco S&P Ultra Dividend Revenue 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 | 212,842 | 33,016 | ||||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 2,100 | 320 | ||||||
| 2025-07-31 | 13F | TSA 财富管理有限责任公司 | 1,886 | 3.57 | 287 | 7.49 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 4,129 | 0.19 | 629 | 3.80 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 41,307 | 51.45 | 6,289 | 57.00 | ||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 1,519 | 231 | ||||||
| 2025-08-11 | 13F | 美国信安证券公司 | 18,882 | 56.33 | 2,875 | 84.35 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | 4,280 | 189.19 | 652 | 200.00 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 3,697 | 0.54 | 563 | 4.07 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 11,648 | 2.45 | 1,773 | 6.23 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 444,183 | 7.37 | 67,622 | 11.30 | ||||
| 2025-07-07 | 13F | Modus 顾问有限责任公司 | 2,261 | 0.44 | 344 | 4.24 | ||||
| 2025-07-29 | NP | PJFV - PGIM Jennison 聚焦价值 ETF | 4,421 | 656 | ||||||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 175,114 | 0.12 | 24,325 | -8.62 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 26 | 4 | ||||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,980 | 94.88 | 275 | 78.57 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 81,828 | 3.29 | 12,457 | 7.08 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 125 | 17 | ||||||
| 2025-08-13 | 13F | 智能财富有限责任公司 | 10,433 | 1,588 | ||||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 4,905 | 747 | ||||||
| 2025-06-26 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,893 | 2,208 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 14,824 | 200.45 | 2,257 | 211.60 | ||||
| 2025-05-27 | NP | FWATX - 富达顾问多资产收益基金 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 | 48,900 | 60.86 | 7,181 | 83.00 | ||||
| 2025-08-08 | 13F | L & S 顾问公司 | 44,112 | 52.47 | 6,716 | 58.07 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 2,665 | 3.78 | 406 | 7.43 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 264 | 40 | ||||||
| 2025-06-24 | NP | CSQIX - MANTEIO MULTIALTERNATIVE STRATEGY FUND I 类股份 | 5,342 | 742 | ||||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 8,683 | 3.09 | 1,322 | 6.79 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 791,200 | 0.01 | 120,452 | 3.68 | |||
| 2025-08-13 | 13F | 首都国际有限公司 | 30,903 | 48.29 | 4,705 | 53.73 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 9,405 | 32.71 | 1,306 | 21.15 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 4,070 | 69.58 | 620 | 75.85 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 12,050 | 8.03 | 1,834 | 11.97 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 6,452 | 6.73 | 982 | 10.71 | ||||
| 2025-08-08 | 13F | Keyvanage Wealth, Llc | 1,328 | 202 | ||||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 33 | 5 | ||||||
| 2025-08-14 | 13F | 光圈投资者有限责任公司 | 31,286 | 17.35 | 4,763 | 21.63 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 18,318 | 2.18 | 2,789 | 5.93 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 2,780 | 13.61 | 423 | 17.83 | ||||
| 2025-07-18 | 13F | 克拉蒂金融有限责任公司 | 2,930 | 15.22 | 446 | 19.57 | ||||
| 2025-07-23 | 13F | HTG 投资顾问公司 | 1,603 | 244 | ||||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 12,174 | 0.80 | 1,853 | 4.51 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 1,315 | 200 | ||||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 1,332 | 203 | ||||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 1,381 | 210 | ||||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 13,718 | 35.43 | 1,906 | 23.62 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 2,930 | 99.73 | 446 | 107.44 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 130,052 | 57.68 | 18,066 | 43.91 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 100 | 455.56 | 15 | 650.00 | ||||
| 2025-08-26 | NP | SBRAX - Segall Bryant & Hamill All Cap 基金零售类 | 8,078 | 1,230 | ||||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 23,599 | 38.01 | 3,593 | 43.05 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 5,583 | 850 | ||||||
| 2025-07-22 | 13F | 华威投资管理公司 | 3,600 | 0.76 | 548 | 4.58 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 403,367 | 0.53 | 61,408 | 4.21 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 14,125 | 8.02 | 2,150 | 11.98 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 1,982 | 302 | ||||||
| 2025-07-08 | 13F | 下一级私人有限责任公司 | 1,316 | 200 | ||||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 1,968 | 11.19 | 300 | 15.44 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 2,623 | 21.94 | 399 | 26.67 | ||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 1,771,600 | 53.18 | 269,708 | 58.79 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 3,388 | 15.24 | 516 | 19.49 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 1,562 | 10.54 | 238 | 14.49 | ||||
| 2025-07-17 | 13F | 峰会金融策略公司 | 1,580 | 1.67 | 240 | 5.26 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 1,781 | 0.91 | 271 | 4.63 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 171,700 | 38.36 | 26,140 | 43.42 | |||
| 2025-07-18 | 13F | Generali Investments CEE，一家投资公司， | 15,768 | 1.73 | 2,401 | 5.45 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 875 | 15.44 | 133 | 19.82 | ||||
| 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 | 248,076 | 1.07 | 34,460 | -7.75 | ||||
| 2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 160 | 540.00 | 24 | 700.00 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 12,653 | 32.73 | 2 | 0.00 | ||||
| 2025-07-24 | NP | FAVAX - 富达顾问股票价值基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,608 | 0.09 | 1,277 | -4.35 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 56 | 5.66 | 8 | -12.50 | ||||
| 2025-08-26 | NP | RBB 基金公司 - SGI 增强型市场领先者 ETF | 18,646 | 2,839 | ||||||
| 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 | 75,723 | 16.04 | 11,234 | 10.98 | ||||
| 2025-07-15 | 13F | 里奇克莱斯特财富合作伙伴有限公司 | 1,928 | 6.17 | 294 | 10.15 | ||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 3,109 | 5.39 | 473 | 9.24 | ||||
| 2025-07-15 | 13F | 永久资本管理有限公司 | 1,407 | 214 | ||||||
| 2025-07-24 | NP | FCYIX - 工业产品组合 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 | 99,300 | 67.17 | 14,731 | 59.88 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 12,270 | 10.55 | 1,868 | 14.67 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 2,264 | 8.48 | 345 | 12.42 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,721 | 2.29 | 414 | 6.15 | ||||
| 2025-05-01 | 13F | 格兰特/格罗斯门德尔松有限责任公司 | 3,050 | 0.43 | 421 | 7.14 | ||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 10,533 | 0.06 | 1,603 | 3.75 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 11,322 | 6.27 | 2 | 0.00 | ||||
| 2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 15,848 | 1,832.68 | 2,201 | 1,675.00 | ||||
| 2025-03-27 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 3,380 | 65.44 | 514 | 96.18 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 6,828 | 5.86 | 1,040 | 9.71 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 307,318 | 5.67 | 46,786 | 9.54 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 125,839 | 24.05 | 19 | 35.71 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 1,738 | 148.29 | 241 | 127.36 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 2,729,236 | 8.44 | 415,515 | 12.44 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 92,500 | 89.94 | 14,082 | 96.90 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 291,042 | 28.87 | 44,308 | 33.59 | ||||
| 2025-08-26 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 255,967 | 53.50 | 38,968 | 59.12 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 5,066 | 29.57 | 771 | 34.32 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 150,492 | 30.90 | 22,911 | 35.69 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 72,600 | 0 | |||||
| 2025-08-13 | 13F | 库恩公司投资顾问 | 1,355 | 206 | ||||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 21,152 | 56.38 | 3,220 | 62.13 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,568 | 239 | ||||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 1,721,082 | 65.16 | 255,323 | 57.96 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 10,806 | 8.93 | 1,501 | -0.53 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 10,408 | 10.58 | 1,585 | 14.62 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,386 | 5.44 | 331 | -3.78 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 6,259 | 14.34 | 953 | 18.56 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 17,303,612 | 0.96 | 2,634,302 | 4.66 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 95,649 | 1.69 | 13,287 | -7.19 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 363,619 | 0.85 | 55,357 | 6.01 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 22 | 3 | ||||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 978,483 | 15.80 | 148,964 | 20.04 | ||||
| 2025-08-26 | NP | IAVGX - Voya 增长和收入投资组合 ADV 类 | 272,961 | 41.74 | 41,556 | 46.94 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 84,651 | 2.30 | 12,887 | 6.06 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 2,987 | 2.54 | 455 | 6.32 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 6,462 | 63.68 | 983 | 69.60 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 1,495 | 228 | ||||||
| 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 | 52,463 | 1.06 | 7,987 | 4.75 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 4,455 | 1.83 | 678 | 5.61 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 63 | 1,475.00 | 10 | |||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 4,285 | 27.91 | 652 | 32.79 | ||||
| 2025-08-14 | NP | BVSIX - Baywood 社会责任基金机构股票 | 2,300 | 21.05 | 350 | 25.45 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 2,530 | 18.61 | 385 | 23.00 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,424 | 35.36 | 217 | 40.26 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 54,478 | 11.18 | 8,294 | 15.24 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 130 | 20 | ||||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 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 | 2,771,599 | 0.01 | 421,948 | 3.67 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 16,600 | 93.02 | 2,438 | 119.55 | |||
| 2025-04-28 | NP | GIMFX - 转基因生物实施基金 | 13,752 | 9.03 | 2,133 | 26.66 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 5,650 | 830 | ||||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -88 | -31.25 | ||||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 3,306 | 1.04 | 503 | 4.79 | ||||
| 2025-06-26 | NP | SMNCX - Steward 股票市场中性基金 C 类 | Short | -7,000 | -972 | |||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 1,433 | 218 | ||||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 295,675 | 9.84 | 45,014 | 13.86 | ||||
| 2025-08-26 | NP | VHIAX - 摩根大通成长优势基金 A 类 | 1,186,644 | 8.57 | 180,655 | 12.54 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 301,493 | 46.64 | 45,899 | 52.01 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 39,701 | 1.45 | 6,044 | 5.17 | ||||
| 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 | 2,078 | 35.11 | 289 | 23.08 | ||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 49,543 | 11.66 | 7,542 | 15.75 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 9,876 | 6.70 | 1,504 | 10.60 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 285 | 2.52 | 43 | 7.50 | ||||
| 2025-07-15 | 13F/A | 吴咨询有限责任公司 | 3,614 | 42.90 | 550 | 48.25 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 6,615 | 1.30 | 1,007 | 5.11 | ||||
| 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 | 162,735 | 0.12 | 22,606 | -8.62 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | -314 | 95.63 | ||||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 24,385 | 20.09 | 3,712 | 24.48 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 237,675 | 43.01 | 36,184 | 48.25 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 34,940 | 2.85 | 5,322 | 6.65 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 3,859 | 498 | ||||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 21,571 | 8.92 | 3,168 | 23.90 | ||||
| 2025-07-29 | NP | JDVRX - PGIM JENNISON 价值基金 R 级 | 73,022 | 32.93 | 10,833 | 27.12 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 545 | 117.13 | 83 | 127.78 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 147,471 | 69.38 | 22,451 | 75.58 | ||||
| 2025-07-18 | 13F | 切尔西律师公司 | 26,522 | 4,038 | ||||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 3,516 | 1.85 | 535 | 5.73 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 21,740 | 18.88 | 2,820 | 13.40 | ||||
| 2025-08-14 | 13F | 停战资本有限公司 | 2,232 | 340 | ||||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 812,992 | 0.95 | 112,933 | -7.87 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 1,900 | 18.75 | 289 | 23.50 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 14,274 | 6.49 | 1,983 | -2.84 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 43,381 | 27.29 | 6,604 | 31.97 | ||||
| 2025-08-11 | 13F | 克拉迪斯投资咨询有限责任公司 | 4,299 | 86.99 | 655 | 94.07 | ||||
| 2025-07-08 | 13F | 北极星咨询集团有限责任公司 | 19,835 | 1.52 | 3,020 | 5.23 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 1,617,170 | 1.05 | 246,198 | 4.76 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 461,628 | 4.56 | 70,281 | 8.39 | ||||
| 2025-07-28 | 13F | 斯特林财务规划公司 | 4,367 | 0.02 | 665 | 3.59 | ||||
| 2025-07-25 | 13F | 联邦金融服务有限责任公司 | 2,331 | 1.17 | 355 | 4.73 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 12,295 | 4.12 | 1,872 | 7.90 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 1,330 | 202 | ||||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 5,981 | 325.39 | 911 | 341.75 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 7,781 | 30.55 | 1,197 | 36.69 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 3,995 | 31.37 | 608 | 36.32 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 362 | 55 | ||||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 2,670 | 1.68 | 406 | 5.45 | ||||
| 2025-08-26 | NP | AZNAX - AllianzGI 收入与增长基金 A 类 | 100,145 | 16.96 | 15,246 | 21.25 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 8,656 | 10.41 | 1,318 | 14.42 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 195,308 | 0.05 | 29,734 | 3.71 | ||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 131,499 | 0.27 | 19,508 | -4.10 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,150 | 58.01 | 3,771 | 44.21 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | Put | 50,000 | 7,343 | |||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 6,675 | 0.86 | 1,016 | 4.63 | ||||
| 2025-08-12 | 13F | 新世界顾问有限责任公司 | 4,524 | 11.32 | 689 | 15.44 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 21,651 | 291.94 | 3,296 | 306.41 | ||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 2,920 | 0.27 | 445 | 3.98 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 228 | 16.33 | 35 | 21.43 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大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 | 192,506 | 10.46 | 26,741 | 0.81 | ||||
| 2025-07-10 | 13F | 红鹰财富顾问公司 | 1,607 | 7.20 | 245 | 10.91 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 3,099 | 0.65 | 472 | 4.20 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 18,799 | 12.81 | 2,862 | 16.92 | ||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 3,150 | 480 | ||||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 1,767 | 85.41 | 245 | 68.97 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 9,778 | 52.16 | 1,358 | 38.85 | ||||
| 2025-08-13 | 13F | 金融复仇者公司 | 9,103 | 7.41 | 1,386 | 11.33 | ||||
| 2025-08-12 | 13F | NWF咨询服务公司 | 10,747 | 493.76 | 1,578 | 577.25 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 价值投资组合 I 类 | 218,268 | 23.43 | 33,229 | 27.95 | ||||
| 2025-06-26 | NP | Spdr 道琼斯工业平均指数 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,523,496 | 5.89 | 767,269 | -3.36 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 1,893 | 53.40 | 288 | 81.13 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 1,769 | 0 | ||||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 1,809 | 7.61 | 275 | 11.79 | ||||
| 2025-08-07 | 13F | HC 顾问有限责任公司 | 1,479 | 0.14 | 225 | 3.69 | ||||
| 2025-07-24 | NP | FCAJX - 富达气候行动基金 富达顾问气候行动基金：A 类 | 1,778 | 6.09 | 264 | 1.54 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 18,945 | 0.15 | 2,884 | 3.82 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 18,060 | 1.75 | 2,749 | 5.49 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 1,381,274 | 14,795.65 | 9 | -99.34 | ||||
| 2025-07-08 | 13F | 帕里西格雷财富管理 | 1,377 | 210 | ||||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 2,013 | 4.79 | 300 | 6.38 | ||||
| 2025-03-31 | NP | FBUF - 富达动态缓冲股票 ETF | 137 | 7.03 | 21 | 25.00 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 1,737 | 4.89 | 264 | 8.64 | ||||
| 2025-08-26 | NP | IGMAX - VY(R) Invesco Oppenheimer 全球投资组合 ADV 级 | 128,744 | 0.96 | 19,600 | 4.66 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 144,461 | 6.98 | 22 | 10.53 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 15,276,182 | 1.27 | 2,325,646 | 4.98 | ||||
| 2025-08-26 | NP | LCDS - 摩根大通基本数据科学大型核心 ETF | 661 | 101 | ||||||
| 2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 1,335 | 203 | ||||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 74,485 | 1.13 | 10,347 | -7.71 | ||||
| 2025-06-30 | NP | 道指 - Global X Dow 30 备兑看涨 ETF | 20,274 | 22.99 | 2,816 | 12.28 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 50 | 4.17 | 8 | 16.67 | ||||
| 2025-06-26 | 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 | 6,766 | 940 | ||||||
| 2025-06-26 | NP | FVDFX - 富达价值发现基金 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 | 120,700 | 3.52 | 16,766 | -5.52 | ||||
| 2025-08-07 | 13F | 柯蒂斯咨询集团有限责任公司 | 3,100 | 472 | ||||||
| 2025-08-11 | 13F | 韦斯科特财务咨询集团有限责任公司 | 15,749 | 0.18 | 2,398 | 3.86 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 8,267 | 4.42 | 1,259 | 8.26 | ||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 15,827 | 5.02 | 2,410 | 8.86 | ||||
| 2025-07-10 | 13F | 安德森霍格兰公司 | 27,940 | 0.23 | 4,254 | 20.01 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 184 | 28 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 74,400 | 47.91 | 11,327 | 53.32 | |||
| 2025-07-23 | 13F | 基德·斯蒂芬·W | 6,112 | 3.59 | 930 | 7.39 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 136,700 | 65.90 | 20,811 | 71.98 | |||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 145,531 | 7.73 | 20,216 | -1.68 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 23,891 | 3,319 | ||||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 3,323 | 2.03 | 506 | 5.65 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 6,150 | 2.86 | 936 | 6.61 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 23,741 | 87.22 | 3,614 | 120.77 | ||||
| 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 | 150,936 | 2.14 | 20,967 | -6.78 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 1,099,741 | 5,364.28 | 167,419 | 5,565.58 | ||||
| 2025-09-03 | 13F | 美国信托 | 1,358 | 207 | ||||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 1,403 | 214 | ||||||
| 2025-07-25 | 13F | 自然投资有限公司 | 8,512 | 0.28 | 1 | 0.00 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 53 | 15.22 | 8 | 33.33 | ||||
| 2025-07-21 | 13F | DMKC 咨询服务有限公司 | 34,943 | 26.45 | 5,557 | 36.94 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 238,194 | 8.98 | 35,336 | 4.23 | ||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 1,367 | 0.15 | 208 | 4.00 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 1,410 | 215 | ||||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 16,985 | 6.96 | 2,520 | 2.27 | ||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 4,135 | 630 | ||||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 23,624 | 0.05 | 3,597 | 3.72 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 15,888 | 2,207 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 83,591 | 6.04 | 12,401 | 1.41 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 2,102 | 0.05 | 320 | 3.57 | ||||
| 2025-07-25 | 13F | Inman Jager 财富管理有限责任公司 | 10,295 | 2.85 | 1,567 | 6.60 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,634 | 6.52 | 249 | 10.22 | ||||
| 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 | 1,104,604 | 4.89 | 163,868 | 0.31 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 283 | 27.48 | 43 | 34.38 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 80,759 | 19.15 | 12,295 | 23.51 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 49,668 | 59.28 | 7,194 | 68.02 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 125,118 | 5.99 | 18,561 | 1.37 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,952 | 4.22 | 297 | 8.00 | ||||
| 2025-07-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 63,414 | 3.61 | 9,654 | 7.41 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 4,430 | 1.19 | 674 | 4.98 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 311,072 | 0.26 | 46,148 | -4.11 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 22,815 | 0.37 | 3,169 | -8.38 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 4,308 | 19.47 | 656 | 23.82 | ||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 8,650 | 1,317 | ||||||
| 2025-08-06 | 13F | SP资产管理有限责任公司 | 1,787 | 0.51 | 272 | 4.21 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 25,802 | 3.18 | 3,928 | 6.97 | ||||
| 2025-06-26 | NP | DURPX - 美国高相对盈利能力投资组合机构类别 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 | 130,102 | 78.73 | 18,072 | 63.13 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 434,377 | 0.17 | 66,130 | 3.84 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 117 | 18 | ||||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 4,857 | 739 | ||||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 301,544 | 10.05 | 44,734 | 5.25 | ||||
| 2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 276,109 | 47.24 | 42,035 | 52.64 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 21,419 | 0.62 | 3,261 | 4.29 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 110,857 | 7.49 | 16,877 | 11.43 | ||||
| 2025-08-01 | 13F | Pavion Blue 资本有限责任公司 | 7,084 | 6.03 | 1,078 | 9.89 | ||||
| 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 | 40,745 | 2.76 | 6,045 | -1.72 | ||||
| 2025-07-30 | 13F | 会员信托公司 | 3,375 | 1.38 | 514 | 5.12 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 13,441 | 0.25 | 2,046 | 3.96 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 8,502 | 35.27 | 1,294 | 40.20 | ||||
| 2025-06-26 | NP | CVAR - 品种 ETF | 1,203 | 0.33 | 167 | -8.24 | ||||
| 2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,319,854 | 12.34 | 183,341 | 2.53 | ||||
| 2025-07-15 | 13F | Peddock 资本顾问有限公司 | 9,558 | 2.28 | 1,455 | 6.05 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a) | 97,116 | 14,785 | ||||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 50 | 8 | ||||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 56,450 | 8,594 | ||||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 16,275 | 2.42 | 2,478 | 6.17 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 1,440 | 219 | ||||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 1,357 | 207 | ||||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 5,645 | 11.83 | 859 | 15.92 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 751 | 36.30 | 104 | 25.30 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 273,385 | 2.47 | 41,620 | 6.23 | ||||
| 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 | 66,549 | 7.02 | 9,873 | 2.35 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 14,649 | 3.00 | 2,230 | 6.80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 118,495 | 35.47 | 18,051 | 42.46 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 2,176,047 | 1.66 | 302,275 | -7.21 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 3,743 | 555 | ||||||
| 2025-05-15 | 13F | Kodai资本管理有限责任公司 | 140,258 | 20,598 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 45,751 | 6,965 | ||||||
| 2025-07-11 | 13F | 先锋资本财富顾问 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 | 4,155 | 633 | ||||||
| 2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 1,335 | 203 | ||||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,375 | 6.51 | 204 | 1.50 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 346,153 | 50.94 | 52,698 | 56.47 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 13 | 2 | ||||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 16,438 | 1.42 | 2,503 | 5.13 | ||||
| 2025-08-07 | 13F | 塞尔公司 | 2,887 | 16.08 | 440 | 20.27 | ||||
| 2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 1,555 | 237 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 142,600 | 0.42 | 21,709 | 4.10 | |||
| 2025-04-04 | 13F | 三季财富有限责任公司 | 11,776 | 1,610 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 140,560 | 9.86 | 19,525 | 0.27 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 1,454,000 | 277.96 | 221,357 | 291.80 | |||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 1,499 | 7.92 | 228 | 12.32 | ||||
| 2025-07-18 | 13F | 黄金投资管理有限公司 | 1,760 | 0.06 | 268 | 3.88 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,604 | 244 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 88,868 | 16.68 | 13,529 | 20.96 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 430 | 0.94 | 66 | 4.84 | ||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 6,284 | 0.27 | 957 | 3.91 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 4,632,405 | 10.33 | 705,237 | 14.38 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 27,052 | 30.84 | 3,492 | 15.02 | ||||
| 2025-08-14 | 13F | NCM资本管理有限责任公司 | 15,083 | 3.27 | 2,296 | 7.09 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 74,377 | 47.05 | 11 | 57.14 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 43,945 | 13.91 | 6,690 | 18.09 | ||||
| 2025-06-26 | NP | FBCV - 富达蓝筹价值 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 | 5,244 | 20.72 | 728 | 10.14 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 4,391 | 6.53 | 610 | -2.87 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 1,746,180 | 20.66 | 266 | 25.00 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,265 | 38.96 | 357 | 58.67 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 11,548 | 4.49 | 1,758 | 8.32 | ||||
| 2025-08-05 | 13F | 韦克菲尔德资产管理有限责任公司 | 1,475 | 225 | ||||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 5,455 | 35.16 | 834 | 40.88 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 13,525 | 2,059 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 26,190 | 3.00 | 3,987 | 6.78 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 68,452 | 2.28 | 10,421 | 6.19 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 21,584 | 13.80 | 3,202 | 8.80 | ||||
| 2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 9,625 | 4.25 | 1,493 | 21.19 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 2,852 | 4.28 | 434 | 8.23 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 1,596 | 243 | ||||||
| 2025-07-22 | 13F | 永利资本有限责任公司 | 11,625 | 0.09 | 1,770 | 3.75 | ||||
| 2025-08-04 | 13F | WNY资产管理有限责任公司 | 2,035 | 0.59 | 310 | 4.04 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 46,230 | 6.61 | 7,038 | 10.52 | ||||
| 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 | 1,006,380 | 0.30 | 149,296 | -4.08 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 18,419 | 3 | ||||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 359,812 | 1.16 | 54,778 | 4.86 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 946,066 | 12.34 | 144,029 | 16.45 | ||||
| 2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 20,033 | 34 | ||||||
| 2025-07-24 | NP | FEIAX - 富达顾问股票收益基金 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 | 100,300 | 341.85 | 14,880 | 322.58 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 1,542 | 3.35 | 235 | 6.85 | ||||
| 2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 454,340 | 5.70 | 69,169 | 9.57 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 14,224 | 16.13 | 2,165 | 20.41 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | 268,240 | 23.52 | 40,837 | 28.04 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 36,192 | 2.12 | 5,510 | 11.93 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 3,417 | 22.91 | 475 | 12.06 | ||||
| 2025-07-15 | 13F | 詹姆斯·J·伯恩斯有限公司 | 9,575 | 0.03 | 1,458 | 3.70 | ||||
| 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 | 29 | 4 | ||||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,229 | 141.45 | 182 | 133.33 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 3,204 | 3.49 | 488 | 7.27 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 2,126 | 0.43 | 324 | 4.19 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 23,003 | 1.23 | 3,195 | -7.61 | ||||
| 2025-07-22 | 13F | 橡树山财富顾问有限公司 | 3,905 | 18.15 | 600 | 23.71 | ||||
| 2025-06-25 | NP | ASLV - Allspring 特别大价值 ETF | 4,996 | 694 | ||||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 13,188 | 0.24 | 1,828 | 4.82 | ||||
| 2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 2,605 | 8.18 | 397 | 12.18 | ||||
| 2025-07-11 | 13F | 四城投资集团有限责任公司 | 1,342 | 204 | ||||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 18,253 | 42.51 | 2,667 | 62.56 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 57 | 83.87 | 9 | 100.00 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 2,650 | 403 | ||||||
| 2025-08-14 | 13F | KKM 金融有限责任公司 | 23,410 | 36.00 | 3,564 | 41.00 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 63,631 | 8.04 | 9,641 | 13.49 | ||||
| 2025-07-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | 16,752 | 16.28 | 2,485 | 11.24 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 119 | 197.50 | 18 | 260.00 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 14,800 | 2,253 | |||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 12,809 | 3.41 | 1,950 | 7.20 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 45 | 7 | ||||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 2,707 | 62.19 | 376 | 48.03 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 1,465 | 223 | ||||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 2,946 | 5.40 | 448 | 9.27 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 319,252 | 1.61 | 48,603 | 5.33 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 13,719 | 1.18 | 2,089 | 4.87 | ||||
| 2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 87,907 | 16.76 | 13,383 | 21.04 | ||||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 4,204 | 13.28 | 617 | 28.81 | ||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 2,932 | 1.35 | 0 | |||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 2,130 | 0.24 | 324 | 3.85 | ||||
| 2025-08-14 | 13F | 船尾福赛斯公司 | 3,031 | 0.03 | 461 | 3.60 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,773 | 8.24 | 270 | 12.08 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 1,142 | 83.31 | 174 | 91.21 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 4,482 | 682 | ||||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 6,409 | 41.07 | 976 | 46.18 | ||||
| 2025-07-16 | 13F | 十二点财富管理有限责任公司 | 5,505 | 2.29 | 838 | 6.08 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 572 | 87 | ||||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 110,309 | 1,977.77 | 17 | |||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 82 | 13 | ||||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 73,287 | 0.81 | 11,157 | 4.51 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 3 | 0 | ||||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 780,486 | 8.37 | 115,785 | 3.64 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 12,206 | 127.47 | 2 | |||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 660 | 1.54 | 100 | 5.26 | ||||
| 2025-04-29 | NP | ICAP - InfraCap 股票收益基金 ETF | 2,761 | 7.94 | 428 | 25.51 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 1,580 | 243 | ||||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 8,195 | 3.22 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 29,330 | 0.47 | 4,465 | 4.15 | ||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 1,808 | 3.20 | 275 | 7.00 | ||||
| 2025-05-23 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 499 | 20.24 | 73 | 37.74 | ||||
| 2025-04-28 | NP | GAAVX - GMO 另类配置基金 VI 类 | 14,228 | 589.01 | 2,207 | 702.55 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 19,160 | 7.79 | 2,917 | 11.72 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 11,881,356 | 0.32 | 1,803,731 | 4.07 | ||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 479,006 | 30.49 | 72,924 | 35.27 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 27,695 | 14.74 | 4,109 | 9.72 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 3,591 | 39.78 | 547 | 44.83 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 511 | 3.23 | 78 | 6.94 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 51,154 | 5.94 | 7,788 | 9.82 | ||||
| 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 | 12,069 | 5.61 | 1,837 | 9.48 | ||||
| 2025-04-28 | NP | BFOR - 巴伦 400 ETF | 2,682 | 1.21 | 416 | 17.85 | ||||
| 2025-04-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,778 | 265.15 | 3,533 | 324.64 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 64,230 | 12.25 | 9,778 | 16.38 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 1,397 | 32.54 | 213 | 37.66 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 9,312 | 4.89 | 1,418 | 8.75 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 8,314 | 1.99 | 1,266 | 5.68 | ||||
| 2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 2,704 | 0.45 | 412 | 4.05 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 8,137 | 0.05 | 1,239 | 3.69 | ||||
| 2025-08-14 | NP | FLDGX - 动态配置基金零售类 | 1,312 | 37.82 | 200 | 123.60 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 511,217 | 0.72 | 77,828 | 4.41 | ||||
| 2025-08-05 | 13F | 希尔斯银行信托公司 | 2,273 | 2.48 | 346 | 6.46 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 49,829 | 27.34 | 7,586 | 32.00 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 2,798 | 426 | ||||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 4,766,771 | 0.13 | 725,693 | 3.80 | ||||
| 2025-07-30 | NP | ITAN - Sparkline 无形价值 ETF | 2,552 | 9.06 | 379 | 4.42 | ||||
| 2025-08-13 | 13F | 丹卡金融 | 75,000 | 36.36 | 11,418 | 41.36 | ||||
| 2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 21,572 | 1.21 | 3,284 | 4.92 | ||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 4,638 | 1.07 | 706 | 4.90 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 3,992 | 92.11 | 608 | 99.02 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 9,796 | 10.29 | 1,491 | 14.34 | ||||
| 2025-08-26 | NP | VGIIX - 摩根大通成长和收益基金 I 类 | 391,839 | 59,654 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 863 | 1.89 | 120 | -7.03 | ||||
| 2025-07-23 | 13F | 温德尔财富有限责任公司 | 49,211 | 3.63 | 7,492 | 7.41 | ||||
| 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 | 46,849 | 109.44 | 6,508 | 91.16 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 55,585 | 12.60 | 8 | 14.29 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 238 | 51.59 | 36 | 56.52 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 90,386 | 9.82 | 13,760 | 13.84 | ||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 3,495 | 1.45 | 513 | 15.54 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 8,287 | 1,151 | ||||||
| 2025-08-14 | 13F | 野村控股公司 | 59,565 | 214.76 | 9,068 | 226.30 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 660,067 | 5.70 | 100,489 | 9.57 | ||||
| 2025-08-14 | NP | BVPIX - Baywood ValuePlus 基金机构股票 | 900 | 12.50 | 137 | 17.09 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 456 | 61.13 | 69 | 68.29 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 48 | 7 | ||||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 78,559 | 1.99 | 11,960 | 5.72 | ||||
| 2025-08-14 | 13F | 野村控股公司 | Put | 64,500 | 44.94 | 9,819 | 50.25 | |||
| 2025-08-07 | 13F | 第一达拉斯证券公司 | 6,846 | 0.01 | 1,042 | 3.68 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 14,423 | 6.55 | 2,196 | 10.47 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 6,271 | 5.32 | 946 | 14.55 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 2,664 | 143.96 | 405 | 153.13 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 209,754 | 21.42 | 31,933 | 25.87 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 33,396 | 18.50 | 4,639 | 8.16 | ||||
| 2025-07-28 | NP | VVMCX - 中型价值基金 | 12,758 | 1,893 | ||||||
| 2025-07-17 | 13F | 西方金融公司/CA | 14,610 | 3.33 | 2,224 | 7.13 | ||||
| 2025-07-11 | 13F | 量子金融顾问有限责任公司 | 1,374 | 209 | ||||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 699 | 106 | ||||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 4,000 | 144.05 | 609 | 153.33 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 907 | 72.11 | 138 | 79.22 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 11,635 | 11.14 | 1,771 | 15.22 | ||||
| 2025-07-23 | 13F | 霍尔资本管理公司 | 2,212 | 0.55 | 337 | 4.02 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 40,905 | 6,227 | ||||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 5,094 | 4.73 | 804 | 19.47 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 4,926 | 12.31 | 750 | 16.30 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 90,772 | 23.14 | 13,819 | 27.66 | ||||
| 2025-08-14 | 13F | Xponance公司 | 98,202 | 0.67 | 14,950 | 4.36 | ||||
| 2025-07-22 | 13F | 凯斯勒投资集团有限责任公司 | 12,099 | 5.14 | 1,842 | 9.00 | ||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,780 | 2.92 | 6,791 | -1.57 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 143 | 20 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 15,000 | 2,284 | |||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 2,368 | 9.68 | 361 | 13.56 | ||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 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 | 130,631 | 1.45 | 18,146 | -7.41 | ||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 816,016 | 0.48 | 124,230 | 4.16 | ||||
| 2025-07-28 | 13F | Sagace财富管理有限责任公司 | 1,689 | 11.05 | 257 | 15.25 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 25,805 | 10.80 | 3,929 | 14.85 | ||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 1,709 | 0.23 | 260 | 4.00 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 560,600 | 85,346 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 15,000 | 64.84 | 2,284 | 70.88 | |||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 316,008 | 2.37 | 48,109 | 6.12 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 50,530 | 820.57 | 7,693 | 854.34 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 3,364 | 1,557.14 | 512 | 1,665.52 | ||||
| 2025-08-13 | 13F | 财务自由有限责任公司 | 220 | 0.46 | 33 | 3.13 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 19,626 | 3.00 | 2,987 | 6.75 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 2,214 | 0.23 | 337 | 4.01 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 2,091 | 0.19 | 318 | 3.92 | ||||
| 2025-08-14 | NP | FLRUX - 保守配置基金零售类 | 782 | 164.19 | 119 | 340.74 | ||||
| 2025-07-10 | 13F | 杰克逊广场资本有限公司 | 11,297 | 49.91 | 1,720 | 55.42 | ||||
| 2025-08-26 | NP | JPEF - 摩根大通股票焦点 ETF | 149,799 | 22,805 | ||||||
| 2025-07-23 | NP | IEDAX - Voya 大盘价值基金 A 类 | 98,629 | 39.03 | 14,632 | 32.96 | ||||
| 2025-08-08 | 13F | 赫多克公司 | 1,900 | 0.05 | 289 | 3.96 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 7,339 | 0.59 | 1,117 | 4.30 | ||||
| 2025-08-01 | 13F | 克拉克资产管理有限公司 | 3,023 | 460 | ||||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 880 | 134 | ||||||
| 2025-08-25 | NP | ANCFX - 美国基金基本投资者 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 974,517 | 47.41 | 148,360 | 52.81 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 1,145 | 0.09 | 174 | 18.37 | ||||
| 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 | 33 | 22.22 | 5 | 0.00 | ||||
| 2025-08-26 | NP | SEEGX - 摩根大通大盘成长基金 I 类 | 10,971,633 | 18.41 | 1,670,321 | 22.75 | ||||
| 2025-08-01 | 13F | 莫特科 | 2,294 | 0.75 | 342 | 2.40 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 332 | 42.49 | 51 | 47.06 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 10 | 2 | ||||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 435 | 0 | ||||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 8,220 | 32.69 | 1,251 | 37.62 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 3,107 | 473 | ||||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 9,000 | 12.50 | 1,370 | 16.70 | ||||
| 2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 1,631 | 2.00 | 248 | 5.98 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 7,110 | 10.37 | 1,082 | 14.38 | ||||
| 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 | 5,492 | 2.73 | 836 | 6.50 |
