机构和基金投资人持股 - 买家
在M&T 银行公司中开设新头寸的主要持有者包括 AASCX - Thrivent 中盘股票基金 A 类, 保诚系列基金 - I 类股票投资组合, THRIVENT SERIES FUND INC - Thrivent 中型股票投资组合 A 类, 保诚系列基金 - 价值投资组合 I 类, PCGRX - 胜利先锋中型股价值基金A类, Kodai资本管理有限责任公司, PBQAX - PGIM Jennison 混合基金 A 类, JDVRX - PGIM JENNISON 价值基金 R 级, Horizon Funds - Centre American Select Equity Fund 投资者类别, PJIAX - PGIM JENNISON 股权机会基金 A 类, PFSAX - PGIM Jennison 金融服务基金 A 类, PCEQX - 胜利先锋股票收益基金C类, 德克萨斯州金斯顿资本合伙有限公司, LCORX - Leuthold 核心投资基金零售类, NMVLX - Nuance 中盘价值基金机构类别, 瑞穗证券美国有限公司, Glenmede投资管理有限公司, Abc 套利 Sa, 盟友金融公司, 和 交响金融有限公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 572 | 8.13 | 111 | 17.02 | ||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 54 | 1.89 | 10 | 11.11 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 1,279 | 0.63 | 248 | 9.25 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 8,013 | 0.16 | 1,554 | 8.67 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 2,229 | 0.09 | 432 | 8.54 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 4,867 | 28.79 | 944 | 39.85 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 4,428 | 5.03 | 859 | 13.94 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 916 | 1,190.14 | 156 | 1,007.14 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 113 | 8.65 | 22 | 23.53 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 1,688 | 2.55 | 327 | 11.22 | ||||
| 2025-06-26 | NP | FSMVX - 富达中型价值基金 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 | 108,456 | 37.19 | 18,411 | 15.73 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 16,388 | 6.10 | 3,320 | 20.25 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 5,190 | 0.04 | 928 | -4.92 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 6,673 | 18.34 | 1,133 | -0.18 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 25,905 | 1.82 | 5,025 | 10.51 | ||||
| 2025-06-26 | NP | HBLAX - 哈特福德平衡收入基金 A 类 | 388,046 | 11.05 | 65,875 | -6.32 | ||||
| 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 | 329 | 17.08 | 64 | 26.00 | ||||
| 2025-07-21 | 13F | Hgk资产管理公司 | 40,483 | 6.34 | 7,853 | 15.42 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 全国基金 I 类 | 1,122 | 5.45 | 218 | 14.21 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 146 | 28 | ||||||
| 2025-05-12 | 13F | 桑迪泉银行 | 2,123 | 9.83 | 379 | 4.41 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 2,400 | 466 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 2,700 | 524 | |||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,315 | 255 | ||||||
| 2025-07-24 | NP | EPGAX - 富达顾问股票增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 116,800 | 5.51 | 21,332 | 0.51 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 232,896 | 9.49 | 45,179 | 18.83 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 1,863 | 8.88 | 361 | 18.36 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 583,241 | 2,024.04 | 113,143 | 2,205.26 | ||||
| 2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 4,704 | 17.16 | 913 | 27.20 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 24 | 9.09 | 4 | 0.00 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 6,983 | 1.25 | 1,185 | -14.56 | ||||
| 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 | 71,694 | 6.96 | 12,171 | -9.77 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 381,984 | 10.47 | 64,846 | -6.81 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 2,661 | 0.72 | 516 | 9.32 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 1,253 | 243 | ||||||
| 2025-08-01 | 13F | 第一国民信托公司 | 12,131 | 0.47 | 2,353 | 9.04 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 24,566 | 0.02 | 4,766 | 8.54 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 95 | 18 | ||||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 413 | 85.20 | 80 | 105.13 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 236 | 46 | ||||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 13,858 | 364.88 | 2,531 | 343.26 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 44,911 | 8.39 | 7,624 | -8.56 | ||||
| 2025-08-14 | 13F | 德美银行 | 33,688 | 1.17 | 6,535 | 9.81 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 4,362 | 6.81 | 740 | -9.87 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 26,335 | 2.79 | 5,109 | 11.55 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 11,460 | 4.75 | 2,093 | -0.19 | ||||
| 2025-08-08 | 13F | 赫多克公司 | 11,141 | 4.41 | 2,161 | 13.32 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 3,891 | 39.76 | 755 | 51.71 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 8,477 | 14.12 | 1,643 | 26.11 | ||||
| 2025-07-29 | 13F | Clearview 财富顾问有限责任公司 | 2,215 | 0.14 | 430 | 8.61 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 26,459 | 134.94 | 5,133 | 154.94 | ||||
| 2025-06-26 | NP | FLCSX - 富达大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 122,284 | 4.80 | 20,759 | -11.60 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 2 | 0 | ||||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 14 | 2 | ||||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 1,545 | 300 | ||||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 16,186 | 1.56 | 3,140 | 10.22 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 8,017 | 1,029.15 | 1,361 | 857.75 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 3,138 | 17.93 | 609 | 28.00 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 141,944 | 5,453.36 | 27,536 | 5,938.38 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 11,515 | 10.06 | 2,317 | 28.65 | ||||
| 2025-07-29 | NP | PFSAX - PGIM Jennison 金融服务基金 A 类 | 27,459 | 5,015 | ||||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 2,103 | 408 | ||||||
| 2025-06-17 | NP | NMVLX - Nuance 中盘价值基金机构类别 | 11,508 | 1,954 | ||||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 3,067 | 3.30 | 595 | 12.08 | ||||
| 2025-08-15 | NP | MBOVX - M 大盘价值基金 | 1,800 | 5.88 | 349 | 15.18 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 12 | 33.33 | 2 | 100.00 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 453 | 88 | ||||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 3,900 | 2.63 | 757 | 11.34 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 35 | 7 | ||||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 4,724 | 2.10 | 917 | 10.76 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 310,726 | 6.49 | 60,278 | 15.57 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 562 | 37.07 | 109 | 41.56 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 247 | 274.24 | 48 | 327.27 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 377 | 0.80 | 73 | 10.61 | ||||
| 2025-06-26 | NP | FAFDX - 富达顾问金融服务基金 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 | 59,688 | 2.75 | 10,133 | -13.32 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 93 | 9.41 | 17 | 0.00 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 38 | 5.56 | 7 | 16.67 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 24,586 | 1.87 | 4,769 | 10.55 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 1,735 | 332 | ||||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 265 | 1.53 | 47 | -4.08 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 1,510 | 236.30 | 256 | 184.44 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 2,044 | 8.26 | 347 | -8.71 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 29,233 | 2.00 | 4,963 | -13.96 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 191 | 36 | ||||||
| 2025-08-28 | NP | SYMIX - AlphaCentric 对称策略基金 I 类 | 535 | 104 | ||||||
| 2025-07-16 | 13F | 鲁弗律师事务所 | 13,020 | 3.75 | 2,526 | 12.57 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 555,916 | 9.92 | 107,842 | 19.29 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 3,767 | 42.80 | 731 | 47.47 | ||||
| 2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 3,131 | 9.36 | 607 | 18.79 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 159 | 152.38 | 29 | 141.67 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 100,169 | 932.35 | 19 | 1,800.00 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 42,291 | 20.40 | 8,204 | 30.68 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 109 | 21 | ||||||
| 2025-06-26 | NP | HQIAX - 哈特福德股票收益基金 A 类 | 362,902 | 9.58 | 61,606 | -7.56 | ||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋股票收益 VCT 投资组合 I 类 | 2,122 | 412 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 9,118 | 24.41 | 1,769 | 34.96 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 269,973 | 0.39 | 52,372 | 8.94 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,952 | 12.44 | 379 | 15.95 | ||||
| 2025-08-05 | 13F | 斯皮斯索森资本集团公司 | 95,090 | 15.25 | 18 | 28.57 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 5,346 | 0.02 | 1,033 | 7.05 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 2,357 | 3.02 | 457 | 12.01 | ||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 355,735 | 1.78 | 69,009 | 10.46 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛中盘价值投资组合 IB 级 | 12,209 | 18.42 | 2,368 | 28.56 | ||||
| 2025-06-26 | NP | FCMVX - 富达中型价值 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 | 3,663 | 201.23 | 622 | 154.51 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 7,374 | 1,429 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 2,077 | 8.18 | 403 | 17.20 | ||||
| 2025-07-28 | NP | SPVU - Invesco S&P 500 增强价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,297 | 13.18 | 602 | 7.89 | ||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 411,494 | 13.33 | 69,855 | -4.40 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 4,210 | 7.10 | 715 | -9.73 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,188 | 18.86 | 4,235 | 13.24 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 14,955 | 6.03 | 2,916 | 17.40 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 1,691 | 4.90 | 328 | 13.89 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 1,468 | 16.14 | 285 | 26.22 | ||||
| 2025-08-12 | 13F | 桑德希尔资本合伙公司 | 2,267 | 3.42 | 440 | 12.28 | ||||
| 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 | 166,572 | 3.19 | 30,423 | -1.70 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 14 | 55.56 | 3 | 100.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 66,099 | 9.86 | 12,823 | 19.23 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 169,900 | 0.77 | 32,959 | 9.36 | |||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 24,658 | 19.70 | 4,783 | 29.90 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 85,300 | 0.83 | 16,547 | 9.42 | |||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 13,244 | 119.13 | 2,569 | 137.87 | ||||
| 2025-07-25 | 13F | 养老金保障基金委员会 | 900 | 175 | ||||||
| 2025-08-06 | 13F | 荷兰集团 | 7,763 | 4.31 | 1,506 | 13.16 | ||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 285,020 | 55,291 | ||||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 14,553 | 12.01 | 2,823 | 21.58 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 4,371 | 3.04 | 848 | 11.74 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 696 | 2.50 | 135 | 11.57 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 5,750 | 408.85 | 1,115 | 454.73 | ||||
| 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 | 20,350 | 6.93 | 3,717 | 1.86 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 2,127 | 0 | ||||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 16,265 | 3,155 | ||||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 1,043 | 209 | ||||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 2,528 | 2.14 | 477 | 13.57 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 2,026 | 28.15 | 393 | 39.01 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 31,394 | 6,131 | ||||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 4,233 | 386.55 | 719 | 391.78 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 567 | 4.81 | 96 | -11.11 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 3,620 | 0.22 | 702 | 8.84 | ||||
| 2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 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 | 23,648 | 9.14 | 4,014 | -7.94 | ||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 8,111 | 126.44 | 1,573 | 145.78 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | Short | -5,500 | -1,005 | |||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 1,443 | 1.33 | 280 | 4.49 | ||||
| 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 | 641,744 | 0.16 | 108,942 | -15.51 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 55,665 | 5.26 | 10,798 | 14.24 | ||||
| 2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 947 | 2.38 | 184 | 10.91 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 8,469 | 14.20 | 1,547 | 8.80 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 1,899 | 5.50 | 368 | 14.64 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 110,200 | 5.56 | 21,378 | 14.55 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 942 | 10.56 | 183 | 19.74 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 128 | 25 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 13,900 | 36.27 | 2,696 | 47.89 | |||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 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 | 3,440,015 | 1.24 | 667,329 | 9.87 | ||||
| 2025-07-18 | 13F | RKL财富管理有限责任公司 | 4,585 | 0.28 | 889 | 8.81 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 2,532 | 1.04 | 491 | 9.84 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -98,771 | 159.83 | -19,161 | 181.97 | |||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 86,836 | 0.01 | 16,845 | 8.54 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 2,234 | 0.59 | 433 | 9.07 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -25,028 | -4,855 | |||||
| 2025-06-27 | NP | PCGRX - 胜利先锋中型股价值基金A类 | 96,010 | 16,299 | ||||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 687,580 | 621.15 | 133 | 682.35 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 70,162 | 1.52 | 14 | 8.33 | ||||
| 2025-08-28 | NP | HSAFX - 赫斯曼战略配置基金 | 800 | 14.29 | 155 | 24.00 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 1,312 | 5.13 | 254 | 13.90 | ||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 562 | 0.72 | 109 | 0.93 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 42 | 5.00 | 8 | 14.29 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 9,151 | 4.61 | 1,775 | 13.56 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 35 | 34.62 | 7 | 50.00 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 2,211 | 14.68 | 429 | 24.42 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 3,385 | 0.15 | 657 | 8.61 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 2,399 | 5.73 | 465 | 14.81 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 6,358 | 2.91 | 1,233 | 11.68 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 1,805 | 38.42 | 350 | 50.21 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 126 | 12,500.00 | 24 | |||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 3,864 | 5.89 | 750 | 14.88 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 916 | 178 | ||||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 1,181 | 229 | ||||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 1,152 | 1.05 | 223 | 9.85 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 22,517 | 66.46 | 3,822 | 104.60 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 2,398 | 0.33 | 465 | 8.90 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 130,195 | 0.42 | 25,257 | 8.98 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,557,075 | 5.99 | 284,384 | 0.97 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 4,952 | 8.62 | 961 | 17.94 | ||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 6,000 | 1,164 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 431 | 2.38 | 84 | 10.67 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 股票收益基金 (A) | 83,858 | 4.14 | 16,268 | 13.02 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 1,392 | 20.52 | 270 | 31.07 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 9,927 | 11.36 | 1,813 | 6.15 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 24,146 | 22.52 | 4,686 | 32.98 | ||||
| 2025-06-27 | NP | Angel Oak 财务策略收入定期信托 | 4,000 | 53.85 | 679 | 29.83 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 28,702 | 1.06 | 4,872 | -14.75 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 35 | 7 | ||||||
| 2025-08-14 | 13F | Teewinot 资本顾问有限责任公司 | 16,828 | 333.26 | 3,264 | 370.32 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 40,938 | 19.37 | 6,950 | 0.70 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 1,406 | 132.40 | 273 | 151.85 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 36 | 7 | ||||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 31,411 | 367.15 | 6,093 | 407.33 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 55,560 | 10,778 | ||||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 2,452 | 0.66 | 476 | 9.20 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 92,400 | 3.12 | 15,270 | 2.99 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 257,334 | 0.73 | 49,920 | 9.32 | ||||
| 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 | 49,735 | 0.42 | 8,443 | -15.28 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 4,632 | 20.28 | 786 | 1.55 | ||||
| 2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 2,832 | 0.21 | 549 | 8.71 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 11,857 | 3.93 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 463,669 | 3.06 | 89,947 | 11.84 | ||||
| 2025-08-14 | 13F | Invenomic 资本管理公司 | 158,053 | 86.68 | 30,661 | 102.60 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股票投资组合 A 类 | 203,767 | 39,529 | ||||||
| 2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 1,239 | 1.81 | 240 | 10.60 | ||||
| 2025-08-11 | 13F/A | 犀牛投资伙伴公司 | 96,911 | 53.99 | 18,800 | 67.12 | ||||
| 2025-07-25 | 13F | 明思投资有限公司 | 7,807 | 0.09 | 1,514 | 8.61 | ||||
| 2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 78,600 | 0.90 | 15,248 | 9.50 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,258 | 19.27 | 3,269 | 0.62 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 25 | 38.89 | 5 | 33.33 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 27,671 | 37.92 | 5 | 66.67 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | Short | -5,800 | -27 | |||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 11,003 | 18.64 | 2,134 | 28.79 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 1,151 | 1.41 | 223 | 10.40 | ||||
| 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 | 24,538 | 4.45 | 4,166 | -11.89 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -301 | -58 | |||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 5,325 | 1.43 | 1,033 | 10.02 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 21 | 4 | ||||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 3 | 1 | ||||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 207,582 | 10.75 | 40 | 21.21 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 42 | 8 | ||||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,201 | 13.16 | 427 | 22.77 | ||||
| 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 | 239,940 | 8.86 | 43,823 | 3.70 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 108 | 6.93 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 518,150 | 9.78 | 100,516 | 19.13 | ||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 50 | 13.64 | 10 | 25.00 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 4 | 1 | ||||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 540 | 3.05 | 105 | 11.83 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,370 | 6.20 | 266 | 15.22 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 11,137 | 5.94 | 2,034 | 0.94 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 8,279 | 16.44 | 1,606 | 26.46 | ||||
| 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 | 11,505 | 3.56 | 1,953 | -12.62 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,643 | 16.44 | 4,693 | -1.78 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 32,575 | 156.78 | 6,319 | 178.74 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 91,631 | 33.10 | 18 | 41.67 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 38,409 | 0.23 | 7,015 | -4.51 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 85 | 3.66 | 15 | 0.00 | ||||
| 2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 1,668 | 0.54 | 324 | 9.12 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 4,146 | 2.47 | 804 | 11.20 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 10,320 | 680.05 | 2,002 | 747.88 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 568,194 | 1.19 | 110,224 | 9.82 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 7,341 | 10.49 | 1,246 | -6.81 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 5,852 | 28.53 | 1,135 | 39.61 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 113 | 8.65 | 22 | 16.67 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 10,600 | 23.26 | 2,056 | 33.77 | |||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 1,911 | 1.87 | 371 | 10.45 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 5,100 | 4.08 | 989 | 13.03 | |||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 2,010 | 33.82 | 390 | 45.15 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 3 | 1 | ||||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,577 | 86.19 | 2,845 | 97.64 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 25,672 | 7.06 | 4,689 | 1.98 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 2,776 | 0.29 | 539 | 8.91 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 817,969 | 9.29 | 138,858 | -7.81 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 85,508 | 914.93 | 16,588 | 1,002.13 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 25,985 | 403.88 | 5,041 | 447.23 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 2,395 | 28.42 | 465 | 39.34 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 51,785 | 2.19 | 9,458 | -2.65 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 8,373 | 19.00 | 1,529 | 13.43 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 104,596 | 2.63 | 20,291 | 11.39 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 2,651 | 21.66 | 450 | 2.74 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 89,051 | 4.09 | 17,275 | 12.97 | ||||
| 2025-06-26 | NP | DFNL - 戴维斯精选金融 ETF | 20,871 | 3.55 | 3,543 | -12.65 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 2,343 | 50.68 | 455 | 63.90 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 2,696 | 0.56 | 523 | 8.98 | ||||
| 2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 212,438 | 41,211 | ||||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 4,389 | 13.03 | 802 | 7.66 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 4,670 | 2.84 | 906 | 11.59 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 5,170 | 16.70 | 944 | 11.19 | ||||
| 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 | 95,299 | 0.15 | 17,405 | -4.59 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心中型价值基金 | 59,514 | 12.07 | 10,103 | -5.46 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 3,405 | 0.15 | 661 | 8.73 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 21,522 | 4,175 | ||||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 11 | 2 | ||||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 13,034 | 1.78 | 2,528 | 10.44 | ||||
| 2025-08-07 | 13F | 威尔金斯投资顾问公司 | 1,050 | 204 | ||||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 88,048 | 0.76 | 16,081 | -4.01 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 162 | 2,214.29 | 31 | 3,000.00 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 201,704 | 39,129 | ||||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 1,714 | 0.06 | 333 | 8.50 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 4 | 100.00 | 1 | |||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,329 | 26.16 | 395 | 6.47 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 38,305 | 79.63 | 7,431 | 94.96 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 123,623 | 1.45 | 23,982 | 10.10 | ||||
| 2025-05-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 1,300 | 232 | ||||||
| 2025-08-14 | 13F | 马耳他资本管理有限公司 | 105,000 | 12.30 | 20,369 | 21.87 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 43 | 8 | ||||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 7,949 | 45.88 | 1,542 | 58.32 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 128,821 | 2.76 | 24,990 | 11.52 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 20,489 | 0.33 | 3,975 | 8.88 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 12,014 | 6.00 | 2,331 | 15.06 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 35 | 6 | ||||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 1,464 | 284 | ||||||
| 2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 15,287 | 2.40 | 2,966 | 11.13 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 1,605 | 21.50 | 272 | 2.64 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 1 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -194 | -38 | |||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 9,537 | 77.70 | 1,850 | 92.91 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,236 | 1.90 | 240 | 10.65 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 1,164 | 11.28 | 226 | 20.97 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 2,369 | 77.06 | 402 | 49.44 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 1,085 | 2.17 | 211 | 11.11 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,386 | 41.14 | 269 | 53.14 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 36,115 | 0.60 | 6,596 | -4.16 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 354,110 | 1.55 | 68,693 | 10.21 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 2,985 | 3.36 | 579 | 12.21 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 180 | 23.29 | 35 | 30.77 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 453 | 21.12 | 88 | 31.82 | ||||
| 2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,760 | 28.85 | 469 | 8.58 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 39,235 | 2.95 | 7,611 | 11.75 | ||||
| 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 | 307,927 | 0.55 | 56,240 | -4.21 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 30,240 | 1.18 | 6 | 0.00 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 7,404 | 11.07 | 1,436 | 18.00 | ||||
| 2025-06-24 | NP | MBNAX - MainStay 平衡基金 A 类 | 20,254 | 7.89 | 3,438 | -8.98 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 5,731 | 44.03 | 1,112 | 56.26 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 94,300 | 18,293 | |||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,826 | 16.30 | 516 | 10.97 | ||||
| 2025-08-08 | 13F | 独立财务顾问有限责任公司 | 2,827 | 0.11 | 548 | 8.73 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 3,332 | 10.59 | 637 | 20.64 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 5,477 | 0.77 | 1,062 | 9.37 | ||||
| 2025-06-26 | NP | FFLV - 富达基本面大盘价值 ETF | 64 | 48.84 | 11 | 25.00 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 124,184 | 5.27 | 24,090 | 14.24 | ||||
| 2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 1,284 | 19.89 | 218 | 7.96 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 5,017 | 1.09 | 973 | 9.70 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 67,460 | 24.73 | 13,087 | 35.37 | ||||
| 2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 6,673 | 1.48 | 1,294 | 10.13 | ||||
| 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 | 31,042 | 1.99 | 6,022 | 10.68 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,001 | 5.04 | 183 | 0.00 | ||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 1,100 | 9.13 | 213 | 18.33 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 4,989 | 26.37 | 968 | 37.16 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 2,532 | 8.16 | 462 | 3.13 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 342 | 0.59 | 66 | 10.00 | ||||
| 2025-08-27 | NP | PJIAX - PGIM JENNISON 股权机会基金 A 类 | 35,968 | 6,977 | ||||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 4,625 | 0.87 | 897 | 9.52 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 32,912 | 2.96 | 6,385 | 11.73 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 3,954 | 0.36 | 767 | 8.81 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 1,260 | 244 | ||||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 72 | 1.41 | 0 | |||||
| 2025-08-14 | 13F | Xponance公司 | 23,447 | 2.04 | 4,548 | 10.74 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 167,879 | 1.50 | 32,567 | 10.15 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 720 | 10.77 | 122 | -6.15 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 220 | 168.29 | 43 | 200.00 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 175 | 4.17 | 34 | 10.00 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 431 | 0 | ||||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 1,760 | 153.97 | 299 | 114.39 | ||||
| 2025-07-29 | NP | FMCE-FM 复合股票 ETF | 7,966 | 0.31 | 1,455 | -4.47 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 23,914 | 9.10 | 4,639 | 18.40 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 81,295 | 9.38 | 15,770 | 18.71 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 224 | 115.38 | 44 | 144.44 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 32,042 | 1.16 | 6,216 | 9.65 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 1,112 | 220 | ||||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 0 | 0 | ||||||
| 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 | 180 | 20.00 | 31 | 0.00 | ||||
| 2025-08-13 | 13F | 第1832章 | 73,257 | 22.07 | 14,211 | 32.48 | ||||
| 2025-06-26 | NP | TMCVX - Thrivent 中型价值基金 S 级 | 3,416 | 11.05 | 580 | -6.46 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 2,656 | 6.28 | 515 | 15.47 | ||||
| 2025-08-26 | NP | WAMFX - 华登中型股基金 | 10,660 | 1.62 | 2,068 | 10.24 | ||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 1,035 | 201 | ||||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 36,971 | 5.60 | 7,172 | 14.61 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 17,928 | 7.12 | 3,478 | 16.25 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,578 | 26.14 | 1,082 | 36.96 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,300 | 446 | ||||||
| 2025-06-26 | NP | SVBAX - A 类平衡基金 | 141,671 | 19.82 | 24,050 | 1.08 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 426 | 76 | ||||||
| 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 | 56,928 | 2.70 | 9,664 | -13.37 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 14,837 | 16.73 | 2,879 | 29.28 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 3,918 | 2.73 | 760 | 11.60 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 1,577 | 17.51 | 306 | 27.62 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 1,845 | 8.59 | 358 | 17.82 | ||||
| 2025-07-22 | 13F | 奥基夫史蒂文斯咨询公司 | 45,975 | 2.82 | 8,919 | 11.59 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 5,307 | 139.27 | 1,029 | 159.85 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 70,220 | 682.05 | 13,622 | 749.19 | ||||
| 2025-08-14 | 13F | 安盛公司 | 30,789 | 23.85 | 5,973 | 34.41 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 3,631,905 | 2.23 | 704,553 | 10.95 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 17,448 | 61.03 | 3,385 | 74.79 | ||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 2,396 | 20.04 | 438 | 14.40 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 20,028 | 4 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 5,857,610 | 1.29 | 1,136,319 | 9.92 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 364 | 71 | ||||||
| 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 | 12,444 | 2.57 | 2,273 | -2.28 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 904 | 175 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 5,600 | 250.00 | 1,086 | 279.72 | |||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 1,383 | 1.39 | 268 | 10.29 | ||||
| 2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 17,579 | 32.18 | 3,410 | 43.46 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 2,900 | 24.57 | 1 | |||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 7,015 | 1.92 | 1,191 | -14.08 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,167 | 227 | ||||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 22,080 | 4.10 | 4,283 | 12.98 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 III - MFS 中型价值投资组合初始类别 | 34,666 | 7.38 | 6,725 | 16.53 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 30 | 7.14 | 6 | 25.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 1,481 | 287 | ||||||
| 2025-07-29 | 13F | 积极财富管理 | 12 | 71.43 | 2 | 100.00 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 1,404 | 272 | ||||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,296 | 9.37 | 1,239 | -7.75 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 13,533 | 10.68 | 2,472 | 5.42 | ||||
| 2025-07-15 | 13F | 科拉资本顾问有限公司 | 5,137 | 0.43 | 997 | 8.97 | ||||
| 2025-07-29 | NP | KBWB - Invesco KBW 银行 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 | 834,553 | 21.42 | 152,423 | 15.67 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 7,931 | 21.16 | 1,346 | 2.20 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 1,059 | 424.26 | 205 | 469.44 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 1,357 | 235.89 | 263 | 265.28 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 5,098 | 989 | ||||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 49,389 | 1.13 | 8,384 | -14.69 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 3,086 | 194.75 | 599 | 219.79 | ||||
| 2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 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 | 42,500 | 3.41 | 8,148 | -9.88 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 2,694 | 0.30 | 523 | 8.75 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 5,047 | 12.03 | 922 | 6.72 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 147 | 5.00 | 29 | 12.00 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 银行基金可变年金 | 678 | 76.56 | 132 | 92.65 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 377 | 2.72 | 73 | 12.31 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 2,468 | 20.51 | 479 | 30.60 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 25,621 | 5.29 | 4,580 | 0.09 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,219,148 | 16.50 | 236,503 | 26.44 | ||||
| 2025-08-06 | 13F | 安佳资本顾问有限公司 | 363,188 | 5.63 | 70,455 | 14.63 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 610,545 | 19.66 | 118 | 29.67 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 149,327 | 68.41 | 28,967 | 82.77 | ||||
| 2025-06-30 | NP | VAGVX - Vanguard Advice Select 全球价值基金 Admiral Shares | 56,791 | 3.25 | 9,641 | -12.90 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 24,826 | 4,214 | ||||||
| 2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 44,049 | 8,045 | ||||||
| 2025-08-13 | 13F | 盟友金融公司 | 5,000 | 970 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 9,790 | 1,899 | ||||||
| 2025-08-07 | 13F | 中西部信托公司 | 1,798 | 349 | ||||||
| 2025-08-25 | NP | 美国互助投资公司 - 综合基金类别 | 4,585 | 889 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 38,429 | 39.67 | 7,455 | 51.57 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 3,019 | 1 | ||||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 400 | 506.06 | 78 | 600.00 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 2,917 | 17.29 | 566 | 27.25 | ||||
| 2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 4,733 | 26.48 | 918 | 37.43 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 254 | 1,109.52 | 49 | 1,533.33 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 14 | 3 | ||||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 4 | 1 | ||||||
| 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 | 6 | 20.00 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 3,361 | 21.25 | 652 | 31.72 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 687,287 | 2.85 | 133,327 | 11.62 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 364 | 4.00 | 62 | -12.86 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 3,665 | 197.97 | 711 | 224.20 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 3,107 | 10.41 | 603 | 19.68 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 213 | 11.52 | 0 | |||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 965 | 2.66 | 187 | 11.31 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 2,871 | 557 | ||||||
| 2025-06-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,090 | 39.28 | 7,654 | 17.50 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 89,367 | 8.93 | 16,322 | 3.77 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 3,237 | 1.70 | 628 | 10.19 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 1,231 | 4.86 | 220 | 0.00 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,341 | 9.44 | 428 | 4.15 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 11,101 | 2,153 | ||||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 74,500 | 30.93 | 14,452 | 42.10 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 2,818 | 5.50 | 547 | 14.47 | ||||
| 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 | 75,827 | 1.28 | 12,872 | -14.56 | ||||
| 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 | 22,773 | 17.28 | 4,159 | 11.74 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 80,718 | 1.13 | 15,658 | 9.75 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 4,416 | 62.00 | 857 | 78.33 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 1,758 | 341 | ||||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\德国 | 2,000 | 388 | ||||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 5,308 | 3.03 | 1,030 | 11.85 | ||||
| 2025-07-29 | NP | PJFV - PGIM Jennison 聚焦价值 ETF | 2,548 | 465 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mfs 中盘价值基金 Jnl/mfs 中盘价值基金 (a) | 115,223 | 1.04 | 22,352 | 9.66 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 20,996 | 13.49 | 4,073 | 23.20 | ||||
| 2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 3,259 | 32.53 | 595 | 26.33 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 1,911 | 0.58 | 371 | 9.14 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 802 | 4.70 | 136 | -11.69 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 123 | 161.70 | 24 | 200.00 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 10,029 | 1.81 | 1,946 | 10.51 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 649 | 6.39 | 126 | 14.68 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 3,884 | 10.59 | 709 | 5.35 | ||||
| 2025-07-23 | 13F | LK 本森公司 | 5,769 | 28.97 | 1,119 | 40.05 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF | 2,641 | 512 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 15,165 | 60.31 | 2,658 | 60.22 | ||||
| 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 | 729 | 409.79 | 124 | 339.29 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 5,957 | 15.51 | 1,088 | 10.02 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 3,682 | 0.19 | 714 | 8.84 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 44,736 | 6.35 | 8,678 | 15.43 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 175 | 24.11 | 34 | 32.00 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 111,968 | 0.39 | 19,008 | -15.32 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 31,522 | 55.44 | 6,115 | 68.71 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 38,121 | 0.84 | 7,395 | 9.44 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -38,684 | 462.27 | -7,504 | 510.58 | |||
| 2025-07-15 | 13F | 法雷尔金融有限公司 | 3,606 | 16.29 | 700 | 26.17 | ||||
| 2025-07-03 | 13F | 集体家族办公室有限责任公司 | 1,571 | 1.29 | 305 | 9.75 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 20,281 | 1.33 | 3,934 | 9.98 | ||||
| 2025-08-27 | NP | RYKIX - 银行基金投资者类别 | 3,074 | 3.40 | 596 | 12.24 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 1,795 | 0.17 | 348 | 8.75 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 3,058 | 6.40 | 593 | 17.89 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 1,089 | 211 | ||||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 1,252 | 243 | ||||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 2,475 | 480 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 价值优势投资组合 I 类 | 77,469 | 8.83 | 15,028 | 18.11 | ||||
| 2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,600 | 14.29 | 2,484 | 8.86 | ||||
| 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 | 41,006 | 1.55 | 6,961 | -14.34 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 40 | 7 | ||||||
| 2025-06-26 | NP | HMVAX - 哈特福德中型股价值基金 A 类 | 125,604 | 17.32 | 21,323 | -1.04 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 81,183 | 11.54 | 15,749 | 21.05 | ||||
| 2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 1,062 | 0 | ||||||
| 2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 1,050 | 204 | ||||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 7,949 | 47.39 | 1,542 | 60.02 | ||||
| 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 | 222,537 | 8.28 | 43,170 | 17.51 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 17,991 | 3,054 | ||||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 5,969 | 11.55 | 1,158 | 21.03 | ||||
| 2025-05-29 | NP | LCORX - Leuthold 核心投资基金零售类 | 15,439 | 2,760 | ||||||
| 2025-07-24 | 13F | 东方银行 | 6,337 | 228.34 | 1,229 | 257.27 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 97,917 | 18,995 | ||||||
| 2025-07-29 | NP | JDVRX - PGIM JENNISON 价值基金 R 级 | 41,368 | 7,555 | ||||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 15,019 | 5.69 | 2,914 | 14.69 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 342 | 119.23 | 62 | 113.79 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 93,040 | 80.35 | 18,049 | 95.73 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 2,204 | 20.17 | 428 | 30.58 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 64,500 | 30.04 | 12,512 | 41.12 | |||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 2,790 | 55.87 | 541 | 69.59 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 21,500 | 8.59 | 4,166 | 20.06 | |||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 24,684 | 1.72 | 4,788 | 10.40 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 132 | 17.86 | 26 | 25.00 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 2,482 | 7.63 | 481 | 16.75 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 8,111 | 27.33 | 2 | 0.00 | ||||
| 2025-05-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 2,000 | 25.00 | 358 | 19.00 | ||||
| 2025-04-24 | NP | SCHD - 嘉信美国股息股票 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,396,776 | 3.74 | 842,950 | -9.59 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 6 | 1 | ||||||
| 2025-08-11 | 13F | 独立顾问联盟 | 2,060 | 1.53 | 400 | 10.22 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 46,278 | 18.87 | 8,977 | 29.00 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 3,849 | 17.49 | 747 | 27.52 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 8,888 | 6.83 | 1,724 | 15.94 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 17,363 | 23.86 | 3,368 | 34.45 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 4,097 | 10.67 | 696 | -6.59 | ||||
| 2025-08-28 | NP | HSGFX - 赫斯曼战略增长基金 | 16,000 | 14.29 | 3,104 | 24.02 | ||||
| 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 | 77 | 16.67 | 13 | 0.00 | ||||
| 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 | 58,945 | 19.94 | 11,435 | 30.17 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 77 | 4.05 | 15 | 7.69 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 19,872 | 49.71 | 3,855 | 62.48 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 72 | 500.00 | 0 | |||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 952 | 174 | ||||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 1,990 | 17.20 | 386 | 27.39 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 3,459 | 3.38 | 671 | 12.04 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 2,613 | 17.60 | 477 | 11.97 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 3,542,808 | 0.11 | 687,269 | 8.64 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 1,339 | 6.44 | 260 | 15.63 | ||||
| 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 | 73,037 | 13,339 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 5,936 | 73.06 | 1,152 | 87.77 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,802 | 7.40 | 476 | -9.52 | ||||
| 2025-07-09 | 13F | 石点财富管理公司 | 1,752 | 15.26 | 340 | 25.09 | ||||
| 2025-05-23 | NP | PIBAX - PGIM 平衡基金 A 类 | 800 | 14.29 | 143 | 9.16 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 232,343 | 12.39 | 45,072 | 24.51 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 11 | 10.00 | 2 | 100.00 | ||||
| 2025-08-25 | NP | MVCAX - MFS 中盘价值基金 A | 1,044,372 | 3.80 | 202,598 | 12.65 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 26,011 | 17.64 | 5 | 66.67 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 1,153 | 224 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 4,344 | 77.23 | 843 | 92.24 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 11,400 | 4.59 | 2,211 | 13.50 | |||
| 2025-07-30 | 13F | Rnc资本管理有限公司 | 363,058 | 0.29 | 70,430 | 8.84 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 891 | 6.07 | 0 | |||||
| 2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 12,500 | 0.81 | 2,425 | 9.39 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 676 | 19.65 | 121 | 13.21 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 12,988 | 1.46 | 3 | 0.00 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 156 | 31.09 | 28 | 27.27 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 12,760 | 7.93 | 2,475 | 17.13 | ||||
| 2025-05-20 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 10,353 | 29.41 | 1,851 | 23.01 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 9,799 | 31.16 | 1,901 | 42.32 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 42,743 | 8.42 | 7,256 | -8.53 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 9,959,613 | 0.66 | 1,932,065 | 9.24 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 2,271 | 3.75 | 441 | 12.53 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 185 | 15.62 | 36 | 25.00 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 1,752 | 0.81 | 340 | 9.35 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 1,500 | 291 | |||||
| 2025-07-21 | 13F | J2资本管理公司 | 2,678 | 14.05 | 520 | 23.87 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 5,900 | 268.75 | 1,145 | 300.00 | |||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 13,061 | 28.01 | 2,385 | 21.93 | ||||
| 2025-07-24 | 13F | 金融连接集团有限公司 | 66 | 0 | ||||||
| 2025-07-24 | 13F | 布莱恩特·伍兹投资顾问有限责任公司 | 3,166 | 0.70 | 614 | 9.07 | ||||
| 2025-08-04 | 13F | 库克和比勒有限合伙公司 | 318,930 | 18.10 | 61,869 | 28.16 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 60,600 | 1.00 | 12 | 10.00 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 3,610 | 502.67 | 1 | |||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 417 | 6.92 | 0 | |||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,054,360 | 5.13 | 204,535 | 14.09 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 1,380,685 | 1.37 | 267,839 | 10.02 | ||||
| 2025-08-27 | NP | VWINX - VANGUARD WELLESLEY 收入基金投资者股份 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 | 1,632,251 | 1.18 | 316,640 | 9.81 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 50 | 10 | ||||||
| 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 | 5,333 | 2.78 | 905 | -13.31 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 49,012 | 1.52 | 9,508 | 10.17 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 1,311 | 254 | ||||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 1,632 | 1.18 | 317 | 9.72 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 5,919 | 7.34 | 1,081 | 2.27 | ||||
| 2025-05-23 | NP | FOVL - iShares 聚焦价值因子 ETF | 3,374 | 0.12 | 603 | -4.74 | ||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 216 | 2,600.00 | 42 | 4,000.00 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 70 | 250.00 | 14 | 333.33 | ||||
| 2025-08-22 | 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 | 572 | 5.34 | 111 | 13.40 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 24,731 | 33.67 | 4,798 | 53.31 | ||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,069 | 38.68 | 5,057 | 50.51 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 29,318 | 2.13 | 5,687 | 10.84 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 1,580 | 16.52 | 0 | |||||
| 2025-08-11 | 13F | 卢卡斯山管理有限公司 | 3,816 | 740 | ||||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,627 | 36.40 | 4,181 | 15.06 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 2,665 | 517 | ||||||
| 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 | 84,047 | 1.22 | 15,350 | -3.57 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 165 | 38.66 | 32 | 52.38 | ||||
| 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 | 3,419 | 1.88 | 580 | -14.07 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛机构中盘价值基金 | 33,010 | 21.83 | 6,404 | 32.21 | ||||
| 2025-06-26 | NP | MSTSX - 晨星无约束分配基金 | 2,446 | 20.20 | 415 | 1.47 | ||||
| 2025-07-10 | 13F | 独木舟金融有限合伙人 | 295,506 | 24,443.69 | 57,325 | 26,562.79 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 615 | 24.75 | 104 | 5.05 | ||||
| 2025-05-15 | 13F | Kodai资本管理有限责任公司 | 65,801 | 11,762 | ||||||
| 2025-08-28 | NP | Horizon Funds - Centre American Select Equity Fund 投资者类别 | 39,544 | 7,671 | ||||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 471 | 4.43 | 91 | 13.75 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 7,140 | 16.61 | 1,385 | 26.60 | ||||
| 2025-06-30 | NP | VASVX - 先锋精选价值基金投资者股票 | 253,820 | 43.83 | 43,088 | 21.33 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 8,884 | 13.64 | 1,623 | 8.28 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 2,642 | 16.95 | 449 | -1.32 | ||||
| 2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 120,916 | 21.90 | 20,527 | 2.83 | ||||
| 2025-08-14 | 13F | 岩点顾问有限责任公司 | 24,069 | 0.65 | 4,669 | 9.24 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 8,564 | 10.32 | 1,661 | 19.75 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 2,856 | 0.46 | 554 | 9.06 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 92 | 76.92 | 18 | 88.89 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 2,354 | 18.29 | 457 | 28.45 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 246 | 0.41 | 48 | 9.30 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 318,995 | 79.42 | 61,925 | 94.86 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 50,643 | 2,407.08 | 9,824 | 2,621.33 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 2,948 | 1.97 | 572 | 5.16 | ||||
| 2025-08-08 | 13F | 创意策划 | 39,622 | 4.39 | 7,686 | 13.30 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 17,267 | 46.95 | 2,931 | 23.98 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 26 | 4 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 66,635 | 2.07 | 12,927 | 10.77 | ||||
| 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 | 9 | 2 | ||||||
| 2025-08-29 | 13F | 全面投资管理公司 | 12 | 2 | ||||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 2,985 | 134.12 | 579 | 155.07 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 8,236 | 1,598 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -70 | -14 | |||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 1,293 | 251 | ||||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 5,128 | 0.75 | 871 | -15.04 | ||||
| 2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 1,287 | 0.70 | 250 | 9.21 | ||||
| 2025-07-25 | NP | BMSFX - MFS 混合研究中型股票基金 A | 95,177 | 10.94 | 17,383 | 5.69 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 12,442 | 224.01 | 2,414 | 251.75 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 2,311 | 20.87 | 448 | 31.38 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 3,099 | 8.05 | 601 | 17.38 | ||||
| 2025-08-14 | 13F | 亚里士多德资本管理有限公司 | 8,036 | 1,559 | ||||||
| 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 | 2,093,263 | 0.73 | 382,314 | -4.04 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 26,455 | 6.51 | 4,491 | -10.14 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 4,923 | 2.14 | 955 | 10.92 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 366 | 36.06 | 62 | 14.81 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 1,923 | 5.89 | 373 | 15.12 | ||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 14,744 | 6.26 | 2,693 | 1.20 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 1,783 | 19.26 | 346 | 29.21 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 8,438 | 1.91 | 1,637 | 10.54 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 20,439 | 1.72 | 3,965 | 10.39 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 577 | 112 | ||||||
| 2025-08-12 | 13F | 磁石财富管理有限责任公司 | 2,990 | 3.03 | 562 | 8.49 | ||||
| 2025-07-23 | 13F | 阿布舍尔财富管理有限公司 | 247,573 | 7.11 | 48,027 | 16.24 | ||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 242,763 | 1.51 | 41,211 | -14.36 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 41,666 | 4.19 | 8,083 | 13.07 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 2,037 | 85.69 | 395 | 101.53 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 50,425 | 1,991.46 | 9,782 | 2,174.65 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -334 | -65 | |||||
| 2025-08-25 | NP | MANNING & NAPIER FUND, INC. - Callodine 股票收益系列 I 类 | 7,500 | 50.00 | 1,455 | 62.82 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 3,809 | 6.16 | 739 | 15.13 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 82,639 | 5.29 | 16,031 | 14.27 | ||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 7,700 | 1,494 | ||||||
| 2025-08-14 | 13F | 塞伊投资公司 | 106,414 | 10.97 | 20,644 | 20.41 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 5,342 | 2.73 | 1,036 | 11.52 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 26,728 | 1.93 | 5,185 | 10.65 | ||||
| 2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 1,693 | 328 | ||||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 19 | 72.73 | 4 | 200.00 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 7 | 250.00 | 1 | |||||
| 2025-08-14 | 13F | 基础设施资本顾问有限公司 | 4,494 | 3.17 | 872 | 11.95 | ||||
| 2025-05-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,253 | 6.68 | 3,084 | 1.41 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 4,387 | 1.18 | 851 | 9.81 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 10,100 | 114.89 | 1,959 | 133.21 | |||
| 2025-07-11 | 13F | 增强资本有限责任公司 | 1,100 | 213 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,006 | 89.96 | 389 | 106.91 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 24 | 14.29 | 5 | 33.33 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 2,824 | 10.96 | 548 | 20.18 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 582 | 10.65 | 113 | 19.15 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 95,594 | 11.82 | 18,544 | 21.36 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 147 | 29 | ||||||
| 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 | 10 | 25.00 | 2 | 0.00 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 4,673 | 9.05 | 907 | 18.43 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 58,904 | 5.74 | 11,427 | 14.75 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 2,486 | 0.20 | 482 | 8.80 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 510 | 750.00 | 87 | 616.67 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 637 | 3.75 | 123 | 12.84 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 586 | 1,992.86 | 107 | 2,040.00 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 36 | 20.00 | 7 | 20.00 | ||||
| 2025-08-06 | 13F | 南州公司 | 9,729 | 28.37 | 1,887 | 39.36 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 2,259 | 26.63 | 454 | 42.45 | ||||
| 2025-06-27 | NP | GDIV - Harbour 股息增长领先 ETF | 21,508 | 3.67 | 3,651 | -12.53 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 381 | 8.55 | 74 | 17.74 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 10,703 | 0.23 | 1,817 | -15.46 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 25,329 | 2.32 | 4,914 | 11.03 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 35 | 7 | ||||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 13,529 | 2,624 | ||||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 28,793 | 5.80 | 5,586 | 14.82 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 123,639 | 4.96 | 23,985 | 14.90 | ||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 25,804 | 4.02 | 5,006 | 12.88 | ||||
| 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 | 500 | 21.07 | 85 | 1.20 | ||||
| 2025-07-14 | 13F | 创始人资本管理有限公司 | 15,628 | 4.50 | 3,032 | 13.39 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 51,420 | 15.58 | 9,936 | 24.89 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 3,858 | 19.96 | 748 | 30.31 | ||||
| 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 | 3,689 | 5.94 | 716 | 14.95 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 194,136 | 4.93 | 37,660 | 13.88 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 6 | 50.00 | 1 | |||||
| 2025-08-11 | 13F | 交响金融有限公司 | 4,873 | 945 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 14,382 | 4.42 | 2,441 | -11.91 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 价值投资组合 I 类 | 121,087 | 23,490 | ||||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 34,466 | 27.92 | 6,686 | 38.83 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 553,874 | 5.65 | 94,026 | -10.88 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 50 | 10 | ||||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 1,700 | 3.60 | 330 | 12.67 | ||||
| 2025-07-29 | 13F | BXM 财富有限责任公司 | 1,600 | 310 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 5,207 | 10.58 | 1,010 | 20.10 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 3,921 | 15.46 | 761 | 25.21 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 358 | 41.50 | 0 | |||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 14,649 | 46.96 | 2,842 | 59.52 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 8 | 2 | ||||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 246,963 | 0.86 | 47,908 | 10.19 | ||||
| 2025-08-13 | 13F | 丹尔财富管理有限公司 | 1,301 | 1.48 | 249 | -3.88 | ||||
| 2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 17,169 | 12.01 | 3,331 | 21.58 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 1,362 | 0.15 | 264 | 8.64 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 39,366 | 3.75 | 7,637 | 12.59 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 29,051 | 3.99 | 5,636 | 12.86 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 366 | 22.00 | 71 | 33.96 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 73,972 | 6.38 | 13,510 | 1.34 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 36 | 200.00 | 7 | 200.00 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 1,365 | 265 | ||||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 989 | 12.00 | 168 | -5.65 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 3,446 | 0.35 | 668 | 8.97 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 8,919 | 166.40 | 1,730 | 195.22 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 6,100 | 3.39 | 1,183 | 12.24 | |||
| 2025-06-25 | NP | FXO - 第一信托金融 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 | 110,323 | 1.62 | 18,728 | -14.28 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 18,650 | 10.91 | 3,618 | 22.73 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 24,333 | 2.92 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | 赫斯曼战略顾问公司 | 16,800 | 14.29 | 3,259 | 24.06 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 3,600 | 414.29 | 698 | 458.40 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 6,700 | 252.63 | 1,300 | 283.19 | |||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 1,133 | 220 | ||||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 140 | 0.72 | 27 | 12.50 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 2,274 | 415 | ||||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 1,515 | 294 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 986 | 42.07 | 191 | 54.03 | ||||
| 2025-07-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | 9,709 | 39.92 | 1,773 | 33.31 | ||||
| 2025-07-23 | 13F | 哥伦布宏有限责任公司 | 11,710 | 0.78 | 2,272 | 9.39 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 1,923 | 0.73 | 373 | 9.38 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 4,734 | 63.30 | 804 | 37.74 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 6,700 | 9.84 | 1,300 | 19.17 | |||
| 2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | 89,369 | 95.41 | 15,171 | 64.85 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 1,926 | 20.45 | 374 | 30.88 | ||||
| 2025-07-28 | NP | ICAP - InfraCap 股票收益基金 ETF | 4,494 | 3.17 | 821 | -1.80 | ||||
| 2025-06-27 | NP | GDIIX - RNC Genter 股息收入基金 | 7,955 | 2.58 | 1,350 | -13.46 | ||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 5 | 1 | ||||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 1,526,112 | 1.38 | 296,050 | 10.03 | ||||
| 2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 728 | 11.49 | 133 | 5.60 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 13 | 3 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 52,839 | 2.95 | 10,248 | 12.04 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 11,663 | 184.46 | 2,263 | 209.02 | ||||
| 2025-08-13 | 13F | 伊丽莎白帕克资本顾问有限公司 | 13,600 | 6.83 | 2,638 | 15.96 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 33,219 | 6 | ||||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 3,805 | 40.67 | 738 | 73.24 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 47,120 | 7.59 | 8,423 | 2.28 | ||||
| 2025-08-13 | 13F | 卡洛丁资本管理有限合伙人 | 90,632 | 229.57 | 17,582 | 257.70 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 36 | 38.46 | 7 | 50.00 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 66,300 | 27.75 | 12,862 | 38.63 | |||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 3,400 | 30.77 | 660 | 28.71 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 6,628 | 8.12 | 1,286 | 17.35 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 15,505 | 1.49 | 2,632 | -14.38 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 2,023 | 1.56 | 369 | -3.15 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 16,000 | 11.89 | 3,104 | 21.40 | |||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 4,113 | 798 | ||||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -131 | 77.03 | ||||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 171 | 271.74 | 33 | 312.50 | ||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 11,034 | 227.03 | 2,140 | 254.89 | ||||
| 2025-07-18 | 13F | 奥洛克公司 | 1,070 | 208 | ||||||
| 2025-04-29 | 13F | 佩森公司 | 753 | 0.13 | 135 | -4.96 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 8,400 | 366.67 | 1,630 | 407.48 | |||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,727 | 4.29 | 335 | 13.18 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 687 | 133 | ||||||
| 2025-07-30 | 13F | 道德公司 | 25,741 | 20.80 | 4,988 | 32.73 | ||||
| 2025-07-17 | 13F | 莱克伍德资产管理有限公司 | 15,708 | 0.23 | 3,047 | 8.78 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 18,709 | 21.20 | 3,636 | 31.79 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 6,500 | 1,261 | |||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 108,212 | 4.33 | 18,370 | -11.99 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 11,180 | 9.73 | 2,169 | 19.11 | ||||
| 2025-08-26 | NP | JPEF - 摩根大通股票焦点 ETF | 197,249 | 12.58 | 38,264 | 22.18 | ||||
| 2025-08-06 | 13F | 西耶纳管理 | 61,168 | 11.04 | 10,833 | 13.19 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 9,568 | 2.65 | 1,856 | 11.40 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 22,823 | 0.86 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 3,183 | 0.73 | 618 | 9.40 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 1,200 | 233 | ||||||
| 2025-08-14 | 13F | Point72 欧洲（伦敦）有限责任合伙 | 67,500 | 13,094 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 3,685 | 0.71 | 715 | 9.17 | ||||
| 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 | 6,793 | 1.21 | 1,153 | -14.59 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 896 | 174 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 2,056 | 2,678.38 | 399 | 2,961.54 | ||||
| 2025-08-14 | 13F | 阿里尔投资有限公司 | 4,294 | 94.65 | 833 | 111.17 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 11,875 | 2.53 | 2,304 | 11.26 | ||||
| 2025-08-13 | 13F | 挪威银行 | 2,237,378 | 434,029 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 14,920 | 4.89 | 2,894 | 13.85 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 41 | 1,950.00 | 8 | -65.00 | ||||
| 2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 20,966 | 1.47 | 3,559 | -14.41 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 35 | 7 | ||||||
| 2025-08-13 | 13F | 韩国投资公司 | 158,250 | 126.63 | 30,699 | 145.96 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 9,722 | 91.45 | 1,884 | 111.57 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 311 | 26.42 | 60 | 39.53 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 6,393 | 1.32 | 1,240 | 10.03 | ||||
| 2025-06-26 | NP | AASCX - Thrivent 中盘股票基金 A 类 | 325,551 | 55,266 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 0 | 0 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 1,680 | 1.51 | 326 | 10.17 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 584,438 | 6.16 | 113,375 | 15.21 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 2,525 | 0.96 | 0 | |||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 1,222 | 7.29 | 0 | |||||
| 2025-07-31 | 13F/A | 亚飞财富 | 48 | 33.33 | 0 | |||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 389 | 0.78 | 75 | 8.70 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 8,854 | 5.96 | 1,718 | 15.00 | ||||
| 2025-08-14 | 13F | 红木金融网络公司 | 1,909 | 12.76 | 370 | 22.52 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 892 | 9.18 | 0 | |||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 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 | 13,588 | 5.43 | 2,307 | -11.07 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 96 | 5.49 | 19 | 12.50 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 36,187 | 21.53 | 7,020 | 31.89 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 296 | 7.25 | 57 | 16.33 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 468 | 27.17 | 85 | 21.43 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 56,188 | 744.17 | 10,900 | 816.65 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 540 | 558.54 | 102 | 676.92 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 111,342 | 0.97 | 21,599 | 9.58 | ||||
| 2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 45,185 | 0.99 | 7,671 | -14.81 | ||||
| 2025-06-24 | NP | MAPAX - MainStay MAP 股票基金 A 类 | 74,363 | 6.82 | 12,624 | -9.89 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 309,543 | 5.78 | 60,048 | 14.80 |
