机构和基金投资人持股 - 买家
在云耀公司中开设新头寸的主要持有者包括 SEEGX - 摩根大通大盘成长基金 I 类, TWCUX - 超级基金投资者类别, HFMCX - 哈特福德中型股基金 A 类, CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类, 韦斯特菲尔德资本管理有限公司, 国会资产管理公司/马, 林登顾问有限公司, CGGO - Capital Group 全球成长股票 ETF 股份类别, AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级, TEGAX - 中盘成长基金 A 类, HIMCX - 哈特福德中型股 Hls 基金 Ia, SUWAX - DWS核心股票基金A类, QTUM - Defiance 量子 ETF, 美国基金保险系列-新世界基金1级, IAMOX - Voya 中型股机会投资组合 ADV 级, 萨斯奎哈纳顾问集团有限公司, JGRO - 摩根大通主动增长 ETF, 菲埃拉资本公司, EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类, 和 MEFAX - MassMutual Select 中盘增长基金 A 类 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 25 | 5 | ||||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 6,671 | 109.71 | 1 | |||||
| 2025-07-14 | 13F | 海鸥资本有限责任公司 | 1,040 | 204 | ||||||
| 2025-08-11 | 13F | 沃杜州银行 | 38,317 | 17.53 | 8 | 133.33 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 1,000,000 | 89 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 32,301 | 8.80 | 6,338 | 85.78 | ||||
| 2025-08-04 | 13F | NWK集团有限公司 | 31,663 | 6,201 | ||||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 163 | 4.49 | 32 | 82.35 | ||||
| 2025-08-27 | NP | TEGAX - 中盘成长基金 A 类 | 148,060 | 28,995 | ||||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 150 | 29 | ||||||
| 2025-08-28 | NP | SYMIX - AlphaCentric 对称策略基金 I 类 | 547 | 52.79 | 107 | 167.50 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,347 | 13.55 | 444 | 76.49 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 63,200 | 3.10 | 12,376 | 79.18 | ||||
| 2025-07-25 | NP | FWD - AB 颠覆者 ETF | 44,987 | 72.67 | 7,463 | 97.15 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 17,177 | 512.59 | 3,364 | 967.62 | ||||
| 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 | 76,046 | 2.21 | 9,185 | -10.81 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 155,528 | 3.32 | 30 | 87.50 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 920 | 180 | ||||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 59 | 20.41 | 12 | 120.00 | ||||
| 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 | 672 | 132 | ||||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 5,667 | 67.56 | 1,147 | 177.48 | ||||
| 2025-08-28 | NP | TFAGX - TFA AlphaGen 成长基金 I 类 | 1,700 | 333 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 14,999 | 7.01 | 2,937 | 86.00 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 2,521 | 8.76 | 494 | 88.89 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 865,797 | 13.05 | 169,549 | 96.46 | ||||
| 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 | 335 | 423.44 | 66 | 828.57 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 16,925 | 64.00 | 3,314 | 185.20 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 60,003 | 4.39 | 12 | 83.33 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 1,226,281 | 8.75 | 203,428 | 24.16 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 5,459 | 22.48 | 1,069 | 112.95 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 773,192 | 61.08 | 151,414 | 179.92 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 4,525 | 228.61 | 1 | |||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 1,189 | 233 | ||||||
| 2025-08-28 | NP | SPRX - Spear Alpha ETF | 31,547 | 2.50 | 6,178 | 78.11 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 4,447 | 871 | ||||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 34,455 | 22.91 | 6,747 | 113.65 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 75,375 | 3.81 | 14,761 | 80.42 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 13 | 116.67 | 3 | |||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 2,012 | 7.88 | 394 | 87.14 | ||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 27,781 | 4.14 | 5,440 | 80.97 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 570 | 26.39 | 112 | 122.00 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 751 | 14.31 | 147 | 98.65 | ||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 4,252 | 81.86 | 833 | 340.21 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 4,122 | 9.69 | 684 | 25.09 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 350,869 | 1.88 | 69 | 78.95 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 6,370 | 7.87 | 769 | -5.88 | ||||
| 2025-08-27 | NP | WMGRX - 常春藤中型成长基金 R 级 | 654,422 | 12.46 | 128,155 | 95.43 | ||||
| 2025-08-08 | 13F | KBC 集团 | 736,153 | 1,388.65 | 144 | 2,780.00 | ||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND 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 | 457,846 | 75,952 | ||||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 9,003 | 32.89 | 1,763 | 131.06 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 406,408 | 1.14 | 79,587 | 75.75 | ||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | Put | 45 | 1 | |||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -2,628 | -88.19 | -317 | -81.62 | |||
| 2025-04-23 | 13F | 金州财富管理有限责任公司 | 41 | 5 | ||||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 33,111 | 13.96 | 6,484 | 98.05 | ||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 37,635 | 10.82 | 7,370 | 92.58 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 99,919 | 19,567 | ||||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 49,554 | 619,325.00 | 10 | |||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 58,991 | 77.74 | 12 | 266.67 | ||||
| 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 | Short | -25,481 | 329.55 | -3,078 | 932.55 | |||
| 2025-07-24 | 13F | 资本顾问有限公司 | 59 | 5.36 | 0 | |||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 2,661 | 1.49 | 441 | 16.05 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 158,659 | 19.56 | 31 | 121.43 | ||||
| 2025-07-10 | 13F | 杰克逊广场资本有限公司 | 41,311 | 236.27 | 8,090 | 484.47 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 81 | 32.79 | 16 | 150.00 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 787 | 99.75 | 131 | 128.07 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 22,175 | 25.46 | 4,343 | 118.08 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 1,255 | 246 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 129,074 | 3.91 | 25,277 | 80.57 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 5,412 | 1.77 | 1,060 | 76.79 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 10,600 | 12.77 | 1,758 | 28.79 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 1,138 | 23.97 | 223 | 115.53 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 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 | 773 | 1.58 | 128 | 16.36 | ||||
| 2025-08-04 | 13F | 海洋资本管理有限公司 | 11,668 | 21.44 | 2,285 | 111.09 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 1,422 | 278 | ||||||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 19,821,290 | 5.56 | 3,288,154 | 20.52 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 5,138 | 320.46 | 1,006 | 634.31 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -2,600 | 8.33 | -431 | 23.85 | |||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 161,337 | 2.32 | 26,764 | 16.82 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 5,424 | 3.24 | 1,062 | 79.39 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,204 | 236 | ||||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 10,384 | 2,033 | ||||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 3,422 | 2.98 | 670 | 79.14 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 1,147 | 225 | ||||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 295,473 | 39.28 | 57,862 | 142.04 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 900 | 176 | ||||||
| 2025-07-21 | 13F | 富通资本顾问有限公司 | 9,118 | 17.09 | 1,786 | 103.53 | ||||
| 2025-08-26 | NP | BGATX - Baillie Gifford 全球阿尔法股票基金 2 类 | 28,254 | 5,533 | ||||||
| 2025-08-14 | 13F | Xponance公司 | 60,996 | 5.33 | 11,945 | 83.05 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 4,185 | 15.70 | 820 | 101.23 | ||||
| 2025-06-27 | NP | ULTY - YieldMax 超级期权收入策略 ETF | 55,000 | 6,643 | ||||||
| 2025-08-07 | 13F | 策略资产管理公司 | 1,351 | 265 | ||||||
| 2025-06-26 | NP | ATVPX - Alger 35 基金 P 类 | 1,392 | 168 | ||||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 3,048 | 1.50 | 597 | 76.33 | ||||
| 2025-08-14 | 13F | Sphera 管理科技基金有限公司 | 7,000 | 16.67 | 1,371 | 102.66 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 430 | 1,492.59 | 80 | 2,533.33 | ||||
| 2025-09-03 | NP | MMNIX - 米勒市场中性收入基金 I 类 | Short | -5,800 | -1,205 | |||||
| 2025-08-01 | 13F | Reliant投资合伙公司 | 3,266 | 640 | ||||||
| 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 | 16 | 2 | ||||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 债券-债券投资组合 VC 级 | 3,162 | 619 | ||||||
| 2025-08-14 | 13F | LRT 资本管理有限责任公司 | 6,316 | 10.69 | 1,237 | 92.22 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 4,690 | 2.13 | 974 | 75.81 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 1,185 | 232 | ||||||
| 2025-07-24 | 13F | IFP 顾问公司 | 2,049 | 32.71 | 401 | 130.46 | ||||
| 2025-08-14 | 13F | 金流资本管理有限公司 | 26,270 | 5,144 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 5,240 | 22.63 | 1,026 | 113.31 | ||||
| 2025-08-06 | 13F | 黑斯威夫特集团有限责任公司 | 15,250 | 6.27 | 2,986 | 84.66 | ||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 1,506 | 295 | ||||||
| 2025-07-22 | 13F | 沿海投资顾问公司 | 7,616 | 55.78 | 1,491 | 171.09 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 66,105 | 1.86 | 10,966 | 16.30 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 490,057 | 2,547.81 | 95,968 | 4,502.73 | ||||
| 2025-07-25 | 13F | 指数基金顾问公司 | 10,729 | 2,101 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 40,800 | 3.55 | 7,990 | 79.97 | |||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 132 | 26.92 | 26 | 127.27 | ||||
| 2025-08-25 | NP | 美国基金保险系列-全球成长基金1级 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 | 336,935 | 563.36 | 65,982 | 1,052.91 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 547 | 24.04 | 107 | 118.37 | ||||
| 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 | 20,292 | 26.75 | 2,451 | 10.61 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 6,967 | 45.75 | 1 | |||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 64,583 | 1,012.16 | 12,647 | 1,833.79 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 2 | 100.00 | 0 | |||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 3 | 1 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 475,075 | 2.21 | 93,034 | 77.62 | ||||
| 2025-06-26 | NP | AMGAX - 阿尔杰中型成长基金 A 类 | 47,674 | 27.36 | 5,758 | 11.16 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 45 | 5 | ||||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 5,061 | 64.21 | 987 | 181.20 | ||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 2,009,604 | 11.82 | 393,541 | 94.32 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 1,303 | 255 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 互联网副总裁 | 1,856 | 5.22 | 363 | 83.33 | ||||
| 2025-08-25 | NP | RBLD - 第一信托全球工程与建筑 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,164 | 0.34 | 228 | 74.62 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 1,202 | 9.97 | 235 | 91.06 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 3,931 | 93.84 | 770 | 237.28 | ||||
| 2025-08-21 | NP | TEKY - Lazard 下一代技术 ETF | 3,139 | 615 | ||||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Call | 600 | 117 | |||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Put | 3,500 | 685 | |||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | 1,286 | 252 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 144,152 | 3.44 | 28 | 86.67 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 10,782 | 8.85 | 1,789 | 24.25 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 5,405 | 1.50 | 1,058 | 76.33 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,775 | 11.99 | 348 | 94.94 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 10,689 | 301.54 | 2,093 | 600.00 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 3,068 | 20.03 | 601 | 108.33 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 3,691 | 21.06 | 723 | 94.09 | ||||
| 2025-08-15 | 13F | 尤因莫里斯公司投资伙伴有限公司 | 6,346 | 1,243 | ||||||
| 2025-07-17 | 13F | 正佳资产管理有限公司 | 13,356 | 1.14 | 3 | 100.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Frontier 中型成长投资组合 A 类 | 69,380 | 13,587 | ||||||
| 2025-07-29 | NP | GROYX - 胜利先锋精选中型股成长基金 Y 类 | 317,228 | 2.61 | 52,625 | 17.15 | ||||
| 2025-07-28 | NP | VMSGX - 中型股战略增长基金 | 121,493 | 2.20 | 20,154 | 16.69 | ||||
| 2025-08-14 | 13F | 缓存顾问有限责任公司 | 3,650 | 715 | ||||||
| 2025-08-27 | NP | ARBOX - 绝对可转换套利基金投资者股份 | Short | -26,904 | 149.37 | -5,269 | 333.58 | |||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 1,782 | 349 | ||||||
| 2025-08-26 | NP | WFEIX - 富国银行企业基金机构类别 | 67,979 | 23.91 | 13,312 | 115.33 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 2,076 | 16.50 | 407 | 103.00 | ||||
| 2025-06-25 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 7,576 | 5.27 | 915 | 64.27 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 178,009 | 25.59 | 34,859 | 118.25 | ||||
| 2025-08-07 | 13F | 财务演讲公司 | 700 | 137 | ||||||
| 2025-08-14 | 13F | J.高盛公司 | Call | 3,000 | 587 | |||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Call | 4,000 | 100.00 | 783 | 248.00 | |||
| 2025-08-14 | 13F | J.高盛公司 | 1,451 | 284 | ||||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,827 | 2.82 | 945 | -10.26 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 27,495 | 2.62 | 5,384 | 78.34 | ||||
| 2025-07-24 | NP | CMGIX - 贝莱德中盘成长股票投资组合机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,549,068 | 2.77 | 256,975 | 17.33 | ||||
| 2025-08-21 | NP | MXLGX - Great-West 大盘成长基金投资者类别 | 22,339 | 4,375 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类 | 70,830 | 13,871 | ||||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 2,410 | 472 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 248,800 | 26.74 | 48,723 | 120.25 | |||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 95,308 | 3.28 | 19 | 80.00 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 9,170 | 323.36 | 1,796 | 635.66 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 16,849 | 8.24 | 3,300 | 88.08 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 612,723 | 44.11 | 119,990 | 150.44 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 15 | 3 | ||||||
| 2025-08-14 | 13F | 前沿资本管理有限公司 | 272,738 | 6,945.67 | 53,410 | 12,150.00 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 10,260 | 1.24 | 1,702 | 15.63 | ||||
| 2025-08-26 | NP | HLGEX - 摩根大通中型成长基金 I 类 | 1,257,509 | 30.17 | 246,258 | 126.21 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 127,677 | 925.35 | 25 | 2,400.00 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 8 | 2 | ||||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 422 | 7.65 | 83 | 86.36 | ||||
| 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 | 100,757 | 1.06 | 12,169 | -11.81 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 280 | 22.81 | 55 | 116.00 | ||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 68,602 | 13,434 | ||||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 140,627 | 3.06 | 27,539 | 79.10 | ||||
| 2025-07-24 | NP | FSMAX - 富达扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,680,097 | 1.01 | 278,711 | 15.32 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 33,761 | 2.17 | 6,611 | 77.57 | ||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 328 | 137.68 | 64 | 326.67 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 27,607 | 0.03 | 5,406 | 73.83 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 11,117 | 1.16 | 2,177 | 75.85 | ||||
| 2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 436,700 | 73.02 | 52,745 | 50.99 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 55,984 | 2.58 | 11 | 66.67 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,750 | 18.18 | 6,926 | 34.91 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 39 | 14.71 | 8 | 166.67 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 3,300 | 646 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-05 | 13F | 诚信财富解决方案有限责任公司 | 1,120 | 219 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | 9,442 | 101.54 | 1,849 | 250.66 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 56,932 | 17.06 | 6,876 | 2.17 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 8,566 | 1,253.24 | 1,677 | 2,261.97 | ||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 3,335 | 16.04 | 653 | 102.17 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 10,184 | 1.01 | 1,994 | 75.53 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 29,476 | 5.42 | 5,726 | 48.42 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 7,850 | 30.83 | 1,537 | 127.37 | ||||
| 2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 中型成长型投资组合 I 类 | 73,676 | 14,428 | ||||||
| 2025-08-13 | 13F | 布朗咨询公司 | 35,155 | 437.21 | 6,884 | 834.06 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 118,034 | 5.51 | 23,113 | 83.34 | ||||
| 2025-08-14 | 13F | 宝利资本管理（香港）有限公司 | 1,150 | 225 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林聚焦增长 ETF | 12,074 | 91.53 | 2,364 | 232.96 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 60,893 | 1.80 | 12 | 83.33 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 1,323,300 | 31.38 | 259,142 | 128.31 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 64,400 | 69.73 | 12,611 | 194.99 | |||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 1,185 | 232 | ||||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 268,900 | 19.03 | 52,659 | 106.86 | |||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 60 | 9.09 | 12 | 83.33 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 84,221 | 65.23 | 16,493 | 187.12 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -77 | -15 | |||||
| 2025-08-14 | 13F | 城堡胡克合伙公司 | 5,365 | 1,051 | ||||||
| 2025-08-05 | 13F | 桥水顾问公司 | 5,817 | 0.36 | 1,160 | 63.84 | ||||
| 2025-08-28 | NP | TFAFX - 战术增长配置基金 I 类 | 240 | 47 | ||||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 3,595 | 78.86 | 704 | 211.06 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 48,246 | 35.12 | 9,448 | 134.85 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 863 | 4.73 | 169 | 83.70 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 5,410 | 653 | ||||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 13,424 | 26.02 | 3 | 100.00 | ||||
| 2025-08-28 | NP | ATFV - 阿尔及尔 35 ETF | 2,865 | 155.80 | 561 | 345.24 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 1,280 | 64.10 | 144 | 73.49 | ||||
| 2025-08-28 | NP | LBNDX - 雅培勋爵债券债券基金公司 A 类 | 59,295 | 11,612 | ||||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 3,667 | 718 | ||||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 10,368 | 0.25 | 2,030 | 74.25 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 100,472 | 2.71 | 19,675 | 78.49 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 55,756 | 29.80 | 10,919 | 125.58 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 2,421 | 5.54 | 292 | -7.89 | ||||
| 2025-08-14 | 13F | 安盛公司 | 259,364 | 294.27 | 50,791 | 585.16 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI Discovery Mid Cap Growth Fund Series II | 107,365 | 10.50 | 21,025 | 92.03 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 14,756 | 57.70 | 2,890 | 174.10 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 999 | 0.30 | 196 | 74.11 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 中盘增长 II 级 | 51,077 | 20.66 | 10,002 | 109.69 | ||||
| 2025-08-14 | 13F | 客观资本管理有限责任公司 | 1,200 | 235 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 20,147 | 67.79 | 3,945 | 191.57 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,320 | 258 | ||||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 19,188 | 2.45 | 3,758 | 78.06 | ||||
| 2025-08-13 | 13F | 七泉财富集团有限责任公司 | 6,236 | 1,221 | ||||||
| 2025-07-25 | 13F | CWM有限公司 | 15,855 | 35.61 | 3 | 200.00 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 29 | 222.22 | 5 | 400.00 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 1,975 | 387 | ||||||
| 2025-08-28 | NP | AMGOX - 阿尔杰中型成长投资组合 I-2 级 | 29,809 | 38.47 | 5,837 | 140.70 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 4,344 | 851 | ||||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 664 | 77.54 | 130 | 209.52 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 21 | 4 | ||||||
| 2025-06-25 | NP | FXL - 第一信托科技AlphaDEX基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 177,396 | 2.75 | 21,426 | -10.33 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 5,007 | 16.44 | 981 | 102.48 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 20,031 | 11.28 | 3,323 | 27.04 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 1,377,007 | 9.74 | 269,604 | 90.58 | ||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 130,100 | 13.53 | 25,477 | 97.28 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,845 | 1.71 | 361 | 76.96 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 10,407 | 55.28 | 2,038 | 169.93 | ||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 104 | 12 | ||||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 3,471 | 19.98 | 680 | 108.28 | ||||
| 2025-08-15 | NP | SSIJX - American Beacon SSI 另类收入基金机构类别 | Short | -275 | -54 | |||||
| 2025-08-14 | 13F | FIL有限公司 | 1,295 | 453.42 | 254 | 873.08 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 283,000 | 55,420 | |||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 120,000 | 23,500 | |||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 6,671 | 0.66 | 1,306 | 75.07 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 9,118 | 17.09 | 1,786 | 103.53 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 35,401 | 29.45 | 4,276 | 78.87 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 139,655 | 3.67 | 16,868 | -9.53 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 4,731 | 926 | ||||||
| 2025-08-14 | 13F | 选择股权集团，有限合伙人 | Call | 229,000 | 1,208.57 | 44,845 | 2,174.09 | |||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 205,510 | 42.75 | 40,245 | 148.07 | ||||
| 2025-08-28 | NP | AGIX - KraneShares 人工智能和技术 ETF | 3,335 | 16.04 | 653 | 102.17 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 1,144 | 224 | ||||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 11 | 2 | ||||||
| 2025-08-26 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 2,100,000 | 40.00 | 411,243 | 143.29 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 14,621 | 20.79 | 2,863 | 109.90 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 103,964 | 0.84 | 20,359 | 75.24 | ||||
| 2025-08-27 | NP | 自由全明星成长基金公司 | 16,675 | 3,265 | ||||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 201,229 | 875.66 | 39,407 | 1,595.61 | ||||
| 2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 1,134 | 222 | ||||||
| 2025-08-25 | NP | 美国基金保险系列-成长基金1级 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 | 4,644,781 | 1.83 | 909,587 | 76.96 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 21,796 | 8.05 | 3,616 | 23.34 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 1,520 | 298 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 4,109 | 67.17 | 805 | 191.30 | ||||
| 2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 2,252 | 104.73 | 327 | 263.33 | ||||
| 2025-08-26 | NP | STCIX - Virtus Silvant 大盘成长股票基金 A 类 | 11,073 | 2,168 | ||||||
| 2025-08-11 | 13F | 美国信安证券公司 | 5,258 | 174.71 | 1,030 | 399.51 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 7,771 | 24.52 | 1,522 | 116.36 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 5,880 | 13.01 | 1,151 | 96.42 | ||||
| 2025-07-28 | 13F | 纳维特财富有限责任公司 | 1,101 | 216 | ||||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 10,121 | 13.15 | 1,982 | 96.72 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 81,230 | 50.55 | 15,907 | 161.63 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 3,695 | 724 | ||||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 15,267 | 13.85 | 2,990 | 97.82 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 4,478 | 743 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 101 | 20 | ||||||
| 2025-07-29 | 13F | TFC财务管理 | 461 | 0.66 | 90 | 76.47 | ||||
| 2025-08-14 | 13F | 夏威夷银行 | 7,415 | 21.70 | 1,452 | 111.66 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 46,887 | 4.94 | 9,182 | 82.38 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 11,051 | 2 | ||||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 2,571 | 111.60 | 503 | 269.85 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 38,187 | 3.19 | 7,478 | 79.33 | ||||
| 2025-05-28 | NP | JTEK - 摩根大通美国科技领袖ETF | 27,887 | 3,143 | ||||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 16,916 | 80.96 | 3,313 | 214.53 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 31,422 | 59.79 | 6,153 | 177.79 | ||||
| 2025-08-26 | NP | PRSCX - T. Rowe Price 科学技术基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 249,400 | 48,840 | ||||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 3,099 | 564 | ||||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 5,453 | 3.61 | 1,068 | 79.93 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 977,440 | 10.08 | 191 | 91.00 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 58,914 | 117.84 | 11,416 | 274.66 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 7,272 | 79.60 | 1,424 | 212.28 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 79,395 | 10.47 | 9,589 | -3.59 | ||||
| 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 | 361,396 | 10.00 | 43,649 | -4.01 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 1,585,700 | 582.90 | 310,528 | 1,086.76 | |||
| 2025-08-04 | 13F | 尖峰财富管理 | 1,120 | 16.42 | 219 | 102.78 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 1,213,100 | 904.22 | 237,561 | 1,645.23 | |||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 2,770 | 23.50 | 542 | 115.08 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 219 | 36 | ||||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 115 | 9.52 | 23 | 100.00 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 173 | 20.98 | 34 | 106.25 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS 核心股票 VIP A 级 | 2,794 | 547 | ||||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -9,097 | -7.65 | -1,509 | 5.45 | |||
| 2025-05-23 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -5,839 | -658 | |||||
| 2025-08-29 | NP | JAFSX - 科学技术信托资产净值 | 26,700 | 310.77 | 5,229 | 895.81 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 81,605 | 13,537 | ||||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 474 | 93 | ||||||
| 2025-07-24 | NP | FSKGX - 富达增长策略 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 | 74,000 | 6.63 | 12,276 | 21.74 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -50 | -10 | |||||
| 2025-08-27 | NP | APHMX - Artisan 中型基金机构股票 | 266,452 | 59.50 | 52,179 | 177.19 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 71 | 208.70 | 14 | 550.00 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 6,511,426 | 3.23 | 1,275,133 | 79.39 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 25 | 5 | ||||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 3,700 | 12.12 | 725 | 95.15 | |||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 272,939 | 38.22 | 53,450 | 140.20 | ||||
| 2025-07-30 | NP | MSS 系列信托 - One Rock 基金 | 4,000 | 5.26 | 664 | 20.11 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 3,913 | 113.59 | 766 | 271.84 | ||||
| 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 | 571,032 | 1.40 | 94,728 | 15.77 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 1,307,530 | 61.29 | 256,054 | 180.29 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 3,049 | 0.33 | 1 | |||||
| 2025-07-09 | 13F | 克拉鲁斯财富顾问 | 7,761 | 4.44 | 1,496 | 78.95 | ||||
| 2025-08-27 | NP | BTEUX - 巴伦科技基金 R6 股票 | 8,330 | 2.02 | 1,631 | 77.28 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 45,800 | 80.31 | 8,969 | 213.38 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 26,700 | 5.53 | 5,229 | 83.37 | |||
| 2025-07-23 | NP | NMCAX - Voya MidCap Opportunities Fund A 类 | 16,012 | 2,656 | ||||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT 摩根大通美国科技领袖基金 Y 级 | 344 | 39 | ||||||
| 2025-05-12 | 13F | 桑迪泉银行 | 800 | 7,900.00 | 90 | 8,900.00 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 18,020 | 24.23 | 3,529 | 115.91 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 2 | 0 | ||||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 1,167,071 | 2.91 | 228,548 | 78.84 | ||||
| 2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 44 | 2.33 | 9 | 100.00 | ||||
| 2025-06-30 | NP | GGME - 景顺动态媒体 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 | 22,181 | 220.81 | 2,679 | 180.23 | ||||
| 2025-07-24 | NP | LMGAX - 阿贝特勋爵成长机会基金 A 类 | 103,611 | 23.66 | 17,188 | 41.19 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 47,761 | 9,353 | ||||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 1,149 | 225 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | Short | -8,689 | 190.50 | -1,702 | 404.75 | |||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 174,100 | 12.47 | 34,094 | 95.45 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 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 | 152,200 | 12.49 | 29,805 | 95.49 | ||||
| 2025-08-13 | 13F | 策略资本有限责任公司 | 1,165,942 | 4.52 | 228,326 | 81.62 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 1,508 | 295 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 267,600 | 41.36 | 52,404 | 145.66 | |||
| 2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 15,059 | 293.29 | 2,949 | 584.22 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 16,166 | 0.83 | 3,166 | 75.25 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | Put | 1,527 | 83.31 | |||||
| 2025-06-26 | NP | XT - iShares 指数技术 ETF | 148,760 | 3.61 | 17,967 | -9.58 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 498 | 11.91 | 92 | 80.39 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 1,226 | 240 | ||||||
| 2025-08-14 | 13F | 德肖公司 | 247,726 | 4,449.61 | 48,512 | 7,813.87 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 6,831 | 4.96 | 1,338 | 82.40 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 33,772 | 127.27 | 6,614 | 295.04 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 7,563 | 1,481 | ||||||
| 2025-03-18 | 13F | 托马资本管理有限公司 | 6,690 | 720 | ||||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 4,571 | 5.08 | 895 | 82.65 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 1,657 | 324 | ||||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer 全球配置基金 R 级 | 5,193 | 9.81 | 627 | -4.13 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 58,718 | 2.95 | 11,499 | 78.90 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 430,334 | 448.48 | 84,135 | 851.63 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 1,055 | 207 | ||||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 2,263 | 375 | ||||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 25,206 | 3.27 | 4,936 | 79.49 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 53 | 10 | ||||||
| 2025-06-26 | NP | HFMCX - 哈特福德中型股基金 A 类 | 458,787 | 55,412 | ||||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 2,811 | 0.39 | 551 | 74.60 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 8,313 | 29.55 | 1,613 | 118.86 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 3,538,331 | 1.92 | 692,911 | 77.11 | ||||
| 2025-08-26 | NP | CCMAX - Conestoga 中型基金机构类别 | 265 | 52 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 538,186 | 255.16 | 105,393 | 517.20 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 227 | 87.60 | 44 | 238.46 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 1,061 | 208 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 12,024 | 251.99 | 2,355 | 513.02 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 1,535 | 301 | ||||||
| 2025-07-21 | 13F | ASR资产管理公司 | 25,530 | 30.64 | 4,999 | 127.02 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 1,262,833 | 14,966.01 | 247,301 | 26,097.03 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 1,523 | 298 | ||||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 27,531 | 30.06 | 5,391 | 126.04 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 5,536,679 | 5.13 | 1,081,533 | 82.66 | ||||
| 2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 56,728 | 100.75 | 9,411 | 129.23 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 180 | 125.00 | 35 | 288.89 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 31,003 | 12.96 | 6,071 | 96.28 | ||||
| 2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 12,524 | 2,453 | ||||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 113 | 73.85 | 22 | 214.29 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 818 | 92 | ||||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 22,105 | 40.84 | 4 | 300.00 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 4,627 | 906 | ||||||
| 2025-08-01 | 13F | Aequim 另类投资有限合伙人 | 23,519 | 612.70 | 4,606 | 1,141.24 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 527,134 | 176.78 | 103,229 | 380.98 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 58,891 | 11,533 | ||||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 2,168 | 2.36 | 401 | 58.10 | ||||
| 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 | 309,304 | 3.89 | 51,310 | 18.61 | ||||
| 2025-07-18 | 13F | TABR资本管理有限责任公司 | 1,108 | 217 | ||||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 29,243 | 7.91 | 5,727 | 87.55 | ||||
| 2025-07-14 | 13F | 库欣资产管理公司 | 15,000 | 2,937 | ||||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 43,600 | 8 | ||||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 538,042 | 281.00 | 105,365 | 665.67 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 24,734 | 8.88 | 4,844 | 89.25 | ||||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 61,910 | 33.42 | 12,124 | 131.89 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 1,087 | 210 | ||||||
| 2025-08-11 | 13F | 花旗集团 | 316,760 | 79.14 | 62,031 | 211.31 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 51,823 | 2.12 | 10,148 | 77.47 | ||||
| 2025-08-29 | NP | JACFX - 约翰汉考克中型成长基金类别资产净值 | 167,894 | 32,879 | ||||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 320 | 680.49 | 63 | 1,450.00 | ||||
| 2025-08-25 | NP | KOOL - 北岸股票轮动 ETF | 5,889 | 1,153 | ||||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 3,978 | 8.48 | 779 | 88.62 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 1,175,419 | 25.59 | 230 | 119.05 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 6,991 | 8.25 | 1,369 | 88.31 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 2,821 | 39.58 | 341 | 21.86 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 69 | 15.00 | 13 | 100.00 | ||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 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 | 376,457 | 10.34 | 73,722 | 91.76 | ||||
| 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 | 441,934 | 9.23 | 73,312 | 24.70 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 30,797 | 10.95 | 6,031 | 92.84 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型成长基金 | 16,943 | 22.34 | 3,318 | 112.63 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 33,295 | 23.10 | 6,520 | 113.91 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 166 | 28 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 13,578 | 55.25 | 2,635 | 162.09 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 1,593 | 6.77 | 295 | 70.93 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 3,541 | 264.30 | 587 | 316.31 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 215 | 2.87 | 0 | |||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,023 | 56.90 | 200 | 185.71 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares AI 创新与科技主动型 ETF | 24,631 | 80.12 | 2,975 | 57.19 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 1,107 | 217 | ||||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 2,530 | 495 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 9,490,352 | 2.61 | 1,858,496 | 78.31 | ||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,937 | 177.88 | 3,978 | 142.56 | ||||
| 2025-03-28 | NP | 安联股票及可转换收益基金 | 15,570 | 2,155 | ||||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 169,703 | 6.25 | 33,233 | 84.63 | ||||
| 2025-08-22 | NP | QTUM - Defiance 量子 ETF | 107,608 | 21,073 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 934,600 | 8.40 | 183,023 | 88.37 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 6,169 | 20.84 | 1,208 | 110.09 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 2,464 | 0.69 | 483 | 75.27 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 113,118 | 1.95 | 22,097 | 75.80 | ||||
| 2025-05-27 | NP | 保诚系列基金 - SP 保诚美国新兴增长投资组合 I 类 | 37,089 | 4,180 | ||||||
| 2025-07-29 | 13F | 波特曼广场资本有限责任合伙 | Put | 103,200 | 53.80 | 20,210 | 167.28 | |||
| 2025-08-14 | 13F | 原型财富合作伙伴 | 1,180 | 0 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 112,300 | 1.81 | 21,992 | 76.93 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 253 | 277.61 | 50 | 512.50 | ||||
| 2025-08-06 | 13F | 温泉顾问公司 | 22,198 | 81.98 | 4,347 | 216.38 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 1,100 | 10.00 | 215 | 91.96 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 18,298 | 22.62 | 3,583 | 113.15 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 33,095 | 0.01 | 6,481 | 73.77 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 230,812 | 125.71 | 45,200 | 292.25 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 47,856 | 864.26 | 9,372 | 1,576.39 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 125,000 | 24,479 | |||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 11,220 | 4.98 | 2,197 | 82.48 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 4,966 | 6.29 | 972 | 84.79 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 1,275 | 256 | ||||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - 贝莱德事件驱动股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 80,443 | 19.24 | 13,345 | 36.14 | ||||
| 2025-08-08 | 13F | 创意策划 | 59,061 | 30.47 | 11,566 | 126.72 | ||||
| 2025-08-12 | 13F | 主要管理 ETF Advisors, LLC | 24,922 | 1.66 | 5 | 100.00 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型成长股票投资组合 | 107,123 | 26.81 | 20,978 | 120.37 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 25 | 127.27 | 5 | 300.00 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 27,258 | 1.74 | 5,338 | 76.78 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 8,264 | 1,618 | ||||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 304 | 41.40 | 60 | 145.83 | ||||
| 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 | 35,800 | 7.00 | 4,324 | -6.63 | ||||
| 2025-08-13 | 13F | AMJ金融财富管理 | 51,786 | 17.27 | 10,141 | 103.80 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 77,643 | 101.58 | 15 | 275.00 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 3,662 | 38.98 | 717 | 142.23 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 2,802 | 388.15 | 549 | 756.25 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 76,184 | 14,919 | ||||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 1,074,133 | 4.45 | 210,347 | 81.51 | ||||
| 2025-06-26 | NP | LFGCX - 阿贝特勋爵聚焦增长基金 C 类 | 12,211 | 1,475 | ||||||
| 2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 17,296 | 2,869 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 10,221 | 1.58 | 2,002 | 76.61 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 84,990 | 18.79 | 16,643 | 106.44 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 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 | 146,374 | 0.87 | 17,679 | -11.97 | ||||
| 2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 4,301 | 111.66 | 1 | |||||
| 2025-07-28 | NP | NBGX - 路博迈成长ETF | 255 | 123.68 | 42 | 162.50 | ||||
| 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 | 13,479 | 11.62 | 1,628 | -2.63 | ||||
| 2025-08-28 | NP | TFAQX - TFA量化基金I类 | 380 | 74 | ||||||
| 2025-07-28 | NP | MID - 美国世纪中盘成长影响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 | 37,550 | 11.32 | 6,229 | 27.10 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 99,861 | 4,196.94 | 19,556 | 7,392.34 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 347 | 8.44 | 68 | 86.11 | ||||
| 2025-06-30 | NP | AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级 | 153,587 | 18,550 | ||||||
| 2025-08-28 | NP | AAGOX - 阿尔及尔大盘成长投资组合 I-2 类 | 24,469 | 20.50 | 4,792 | 109.40 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 8,419 | 27.62 | 1,649 | 121.80 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 81,074 | 43.68 | 15,877 | 149.70 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 948 | 204 | ||||||
| 2025-07-30 | NP | 库欣复兴基金 | 12,000 | 1,991 | ||||||
| 2025-08-08 | 13F | 维斯特科公司 | 6,087 | 3.24 | 1 | |||||
| 2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 199,106 | 30.35 | 38,991 | 126.53 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 2,507 | 7.87 | 491 | 87.74 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -11,883 | -20.13 | -2,327 | 38.84 | |||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 85 | 0 | ||||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 1,819 | 8.66 | 361 | 78.22 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 5,635 | 8.39 | 1,104 | 88.55 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 29,869 | 4.26 | 5,849 | 81.20 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 5,427 | 27.42 | 1,047 | 118.37 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 5,766 | 3.06 | 696 | -10.08 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 2,641,399 | 1.00 | 517,265 | 75.51 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 31,936 | 0.84 | 6,254 | 75.28 | ||||
| 2025-03-28 | NP | 安联多元化收益及可转换基金 | 2,955 | 409 | ||||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 133,241 | 16,093 | ||||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,304 | 451 | ||||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 1,647 | 323 | ||||||
| 2025-08-28 | NP | FRTY - 阿尔及尔中盘 40 ETF | 20,536 | 97.35 | 4,022 | 243.09 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 4,557 | 12.63 | 892 | 96.04 | ||||
| 2025-08-11 | 13F | 佳能顾问公司 | 16,471 | 3,226 | ||||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 10,885 | 0.09 | 2,132 | 73.96 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 1,200 | 235 | |||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 143 | 29 | ||||||
| 2025-06-26 | NP | LGLAX - 阿贝特勋爵成长领袖基金 A 类 | 749,744 | 15.55 | 90,554 | 0.84 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类 | 43,156 | 30.73 | 8,451 | 127.18 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - Westfield 中型成长基金 1 级 | 32,070 | 6,280 | ||||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 100 | 20 | |||||
| 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 | 2,000 | 392 | ||||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 16,654 | 3,261 | ||||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 3,182 | 49.18 | 623 | 159.58 | ||||
| 2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 12,986 | 18.98 | 1,568 | 64.53 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 151 | 19.84 | 30 | 107.14 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 2,612 | 0.31 | 512 | 74.40 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 102,500 | 20 | |||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 79 | 43.64 | 15 | 150.00 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 13,957 | 119.04 | 2,733 | 280.64 | ||||
| 2025-06-26 | NP | ALMRX - 阿尔及尔中型成长机构基金 I 类 | 11,221 | 23.08 | 1,355 | 7.45 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 13,143 | 3.46 | 1,587 | -9.73 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 12,962 | 2.54 | 2,538 | 78.23 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 268,093 | 4.73 | 32,380 | -8.60 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 1,044 | 65.71 | 204 | 191.43 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 7,630 | 1,494 | ||||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,368,906 | 3.61 | 268,073 | 80.05 | ||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,500 | 74.28 | 8,757 | 52.09 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,076 | 16.50 | 407 | 103.00 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 1,540 | 140.25 | 302 | 318.06 | ||||
| 2025-08-14 | 13F | 联信银行 | 49,695 | 283.83 | 9,732 | 566.96 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 168,400 | 3.76 | 32,978 | 80.31 | |||
| 2025-06-26 | NP | ALGRX - Alger Focus I 类股票基金 | 92,530 | 112.96 | 11,176 | 85.85 | ||||
| 2025-08-12 | 13F | 实谈资本有限责任公司 | 1,226 | 240 | ||||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 17,752 | 10.53 | 3,476 | 92.15 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 1,735 | 340 | ||||||
| 2025-04-29 | NP | TMFX - Motley Fool Next 指数 ETF | 5,465 | 8.65 | 794 | 58.17 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 1,607 | 315 | ||||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 12,961 | 0.67 | 2,538 | 75.03 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 1,150 | 225 | ||||||
| 2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 362,995 | 3.04 | 71,085 | 79.06 | ||||
| 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 | 1,732,065 | 13.44 | 339,190 | 97.14 | ||||
| 2025-08-26 | NP | BGLTX - Baillie Gifford 长期全球增长基金 2 级 | 246,304 | 0.45 | 48,234 | 74.56 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 51,365 | 114.28 | 10,059 | 272.38 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 365,384 | 4.23 | 71,553 | 81.13 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 5 | 150.00 | 1 | |||||
| 2025-08-14 | 13F | 多伦多道明银行 | 56,095 | 22.08 | 10,985 | 112.19 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 46,377 | 15.48 | 9,083 | 100.71 | ||||
| 2025-08-07 | 13F | 艾伦投资管理有限公司 | 468,127 | 3.58 | 91,673 | 80.00 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 1,513 | 296 | ||||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 1,393 | 272 | ||||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,439 | 4.65 | 174 | -8.95 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 751 | 35.32 | 125 | 55.00 | ||||
| 2025-08-25 | NP | CIBR - First Trust 纳斯达克网络安全 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 | 2,286,598 | 1.09 | 447,784 | 75.68 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 36,045 | 11.71 | 6,894 | 89.60 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 34,351 | 8.98 | 6,727 | 89.41 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 3,359 | 41.08 | 658 | 145.15 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 27,989 | 9.00 | 5,481 | 85.73 | ||||
| 2025-07-23 | 13F | Cornerstone Enterprises, Llc | 4,040 | 791 | ||||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 41,433 | 5,004 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 54,131 | 10,601 | ||||||
| 2025-08-15 | 13F | 公平控股公司 | 8,442 | 338.32 | 1,653 | 661.75 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 322,600 | 58.56 | 63,175 | 175.56 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 5,600 | 1,097 | ||||||
| 2025-08-19 | 13F | Liontrust Investment Partners LLP | 117,475 | 76.09 | 23,005 | 206.04 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 9,961 | 37.60 | 1,951 | 139.26 | ||||
| 2025-08-07 | 13F | 商业银行 | 28,847 | 180.26 | 5,649 | 387.40 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 167,775 | 4.61 | 32,855 | 81.80 | ||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 153,166 | 23.15 | 29,994 | 114.01 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 8,006 | 1,568 | ||||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 107,344 | 102.22 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 101,918 | 5.71 | 19,931 | 82.86 | ||||
| 2025-08-29 | NP | WTAI - WisdomTree人工智能与创新基金 NA | 28,752 | 4.50 | 5,631 | 81.61 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 134,755 | 27.27 | 26,389 | 121.18 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 资本增值基金系列 II | 47,272 | 9,257 | ||||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 37,032 | 3.20 | 7,252 | 79.35 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 52,593 | 2.56 | 6,352 | -10.50 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 242 | 0.00 | ||||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 262 | 7.82 | 51 | 88.89 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 24,684 | 83.89 | 4,834 | 219.64 | ||||
| 2025-08-14 | 13F | 曼彻斯特环球管理（英国）有限公司 | 64,000 | 12,533 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 23,055 | 6.50 | 2,785 | -7.05 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 23,681 | 4.62 | 4,637 | 81.84 | ||||
| 2025-08-25 | NP | HIMCX - 哈特福德中型股 Hls 基金 Ia | 145,259 | 28,446 | ||||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 5,029 | 1.90 | 985 | 76.98 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 756 | 1,045.45 | 148 | 2,014.29 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF | 4,158 | 814 | ||||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 1,168 | 229 | ||||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 5,454 | 1,068 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,331 | 261 | ||||||
| 2025-07-17 | 13F | 联合资本管理有限公司 | 1,100 | 215 | ||||||
| 2025-08-13 | 13F | NZS 资本有限责任公司 | 300,505 | 0.37 | 58,848 | 74.42 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 1,028 | 201 | ||||||
| 2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 14,674 | 2.46 | 2,874 | 78.12 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 5,647 | 11.67 | 1,106 | 94.20 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 242,036 | 28.16 | 47,398 | 122.71 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 2,382 | 26.30 | 466 | 119.81 | ||||
| 2025-08-29 | NP | JAEVX - 中型股票信托资产净值 | 87,334 | 17,103 | ||||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 51,672 | 10,119 | ||||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 1,365 | 267 | ||||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 74 | 45.10 | 14 | 180.00 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -2,728 | 19.02 | -534 | 106.98 | |||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 4,798,705 | 1.25 | 939,730 | 75.94 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 52 | 271.43 | 10 | 900.00 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 1,692 | 467.79 | 191 | 493.75 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 85,537 | 3,643.41 | 16,751 | 6,417.51 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 9 | 125.00 | 2 | |||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,620 | 317 | ||||||
| 2025-08-13 | 13F | 挪威银行 | 2,764,959 | 541,462 | ||||||
| 2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 1,440 | 282 | ||||||
| 2025-08-22 | NP | SUWAX - DWS核心股票基金A类 | 113,874 | 22,300 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 148 | 886.67 | 29 | 2,700.00 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 363,220 | 39.27 | 71,129 | 142.03 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Call | 335,800 | 176.15 | 65,760 | 379.89 | |||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛机构战略增长基金 | 14,913 | 2,920 | ||||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 1,254 | 107.62 | 151 | 81.93 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 159 | 1.92 | 31 | 82.35 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 34 | 7 | ||||||
| 2025-05-22 | NP | ADANX - AQR 多元化套利基金 N 级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 287,900 | 17.94 | 56 | 107.41 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 38,235 | 7 | ||||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 28,431 | 20.06 | 6 | 150.00 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 78,000 | 15,275 | |||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 46,897 | 5.60 | 9,184 | 83.51 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 118 | 23 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 290 | 30.63 | 48 | 50.00 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,972 | 31.20 | 386 | 128.40 | ||||
| 2025-06-26 | NP | AWMIX - CIBC Atlas 中盘股票基金机构类别 | 41,585 | 5,023 | ||||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 12,943 | 10.49 | 2,568 | 92.94 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 2,136 | 6.27 | 418 | 84.96 | ||||
| 2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 9,095 | 1,025 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 29 | 107.14 | 6 | 400.00 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 115,400 | 7.75 | 23 | 83.33 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 733 | 9.90 | 144 | 90.67 | ||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 60 | 20.00 | 12 | 120.00 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 44,830 | 7,437 | ||||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 224,317 | 1.91 | 43,928 | 77.10 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | Call | 6,000 | 1,175 | |||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 4,044 | 1.89 | 792 | 76.96 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 5,170 | 15.76 | 1,012 | 101.19 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 1,300 | 62.50 | 255 | 195.35 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 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 | 8,686 | 1,701 | ||||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 1,815 | 355 | ||||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 64,943 | 4.17 | 12,718 | 81.02 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 1,761 | 345 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 66 | 8 | ||||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 19,609 | 15.54 | 3,840 | 100.78 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 2,630 | 515 | ||||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 24,733 | 3.22 | 4,843 | 79.37 | ||||
| 2025-08-14 | 13F | PDT 合作伙伴有限责任公司 | 15,892 | 513.12 | 3,112 | 965.75 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 2,264 | 443 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 198,429 | 6.67 | 23,966 | -6.91 | ||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 25,293 | 4,953 | ||||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 2,284 | 19.08 | 447 | 106.94 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 4,104 | 40.26 | 804 | 144.07 | ||||
| 2025-07-16 | NP | CGGO - Capital Group 全球成长股票 ETF 股份类别 | 243,380 | 40,374 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 67,128 | 7.53 | 13 | 85.71 | ||||
| 2025-08-28 | NP | Elevation Series Trust - TrueShares 技术、人工智能和深度学习 ETF | 21,180 | 4,148 | ||||||
| 2025-05-28 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 2,145 | 0.56 | 242 | 5.24 | ||||
| 2025-08-25 | NP | ANWPX - 新视角基金A类 | 5,550,785 | 24.25 | 1,087,010 | 115.92 | ||||
| 2025-08-12 | 13F | 左脑财富管理有限责任公司 | 4,765 | 44.18 | 933 | 150.81 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 2,100 | 1.25 | 411 | 76.39 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 110 | 46.67 | 0 | |||||
| 2025-08-27 | NP | AIM 可变保险基金 (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO VI 科技基金系列 I | 27,040 | 25.12 | 5,295 | 117.45 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 6,317 | 0.43 | 1,237 | 74.72 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 57,252 | 18.48 | 11,212 | 105.90 | ||||
| 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 | 176,094 | 1.06 | 29,212 | 15.38 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 2,994 | 7.66 | 586 | 77.58 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 4,091 | 67.18 | 801 | 191.27 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 1,107 | 217 | ||||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 1,337 | 243 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通中型成长基金 (a) | 345,187 | 23.45 | 67,598 | 114.53 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 中型成长系列初始类别 | 11,766 | 106.46 | 2,304 | 258.88 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 334,200 | 14.02 | 65,446 | 98.15 | |||
| 2025-07-28 | 13F | 港口投资公司 | 2,479 | 4.12 | 485 | 80.97 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 103 | 20 | ||||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 2,361 | 462 | ||||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 6,200 | 1.64 | 1,214 | 76.71 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 3,696 | 25.93 | 724 | 119.09 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 7,630 | 1,494 | ||||||
| 2025-08-13 | 13F | 奥西亚姆 | 3,343 | 1.95 | 655 | 77.24 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 19,463 | 26.09 | 3,229 | 43.98 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 20 | 72.73 | |||||
| 2025-08-13 | 13F | 安全港信托有限责任公司 | 65 | 13 | ||||||
| 2025-08-27 | NP | CSMEX - Carillon Scout 中盘基金 A 类 | 221,245 | 20.13 | 43,326 | 108.76 | ||||
| 2025-06-26 | NP | FBCGX - 富达蓝筹成长K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 100,140 | 70.18 | 12,095 | 48.52 | ||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 12,506 | 2,449 | ||||||
| 2025-08-13 | 13F | 西万特资本管理有限责任公司 | 66,666 | 244.94 | 13,055 | 499.68 | ||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋精选中型股增长 VCT 投资组合 I 类 | 20,313 | 3.83 | 3,978 | 80.44 | ||||
| 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 | 140,708 | 2.01 | 16,995 | -10.98 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 46,790 | 7.74 | 7,762 | 23.00 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 80,500 | 8.45 | 9,723 | -5.36 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 8,435 | 53.14 | 969 | 115.81 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 329,036 | 13.36 | 64,432 | 96.98 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 1,074 | 2.48 | 210 | 77.97 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 1,670,800 | 231.44 | 327,193 | 475.97 | |||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 168,431 | 4.39 | 20,343 | -8.90 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 300,021 | 357.26 | 58,753 | 694.71 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 1,933 | 379 | ||||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 50,564 | 23.79 | 8,299 | 84.20 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 94 | 11.90 | 20 | 111.11 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 25,244 | 40.69 | 4,944 | 144.58 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 2,164 | 424 | ||||||
| 2025-08-12 | 13F | 福国相互人寿保险公司 | 1,720 | 337 | ||||||
| 2025-06-30 | NP | PRFZ - Invesco FTSE RAFI US 1500 中小型 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,827 | 22.10 | 1,428 | 6.57 | ||||
| 2025-08-13 | 13F | Flow Traders 美国有限公司 | 5,875 | 1 | ||||||
| 2025-08-14 | 13F | 三尾财富管理有限公司 | 1,062 | 214 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -85 | -17 | |||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 4,556 | 1.13 | 892 | 75.94 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 32 | 6 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 1,212,056 | 16.17 | 237,356 | 101.87 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 1,282 | 18.37 | 251 | 105.74 | ||||
| 2025-08-14 | 13F | 道富银行 | 6,607,660 | 0.71 | 1,293,978 | 75.02 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,455,405 | 10.91 | 285,012 | 92.73 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 550,000 | 532.91 | 107,707 | 999.84 | |||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 376,458 | 7.64 | 62,451 | 22.90 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Put | 282,500 | 275.66 | 55,322 | 552.84 | |||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 5,036 | 986 | ||||||
| 2025-06-27 | NP | TWCGX - 成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 274,174 | 99.96 | 33,115 | 74.50 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 25,052 | 1.62 | 5 | 100.00 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,088 | 2.35 | 213 | 78.99 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 269,988 | 9.37 | 52,872 | 90.06 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 3,292 | 7.09 | 645 | 86.13 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 1,301 | 255 | ||||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 1,289 | 252 | ||||||
| 2025-07-14 | 13F | 马索·托伦斯财富管理公司 | 1,181 | 231 | ||||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 22 | 4 | ||||||
| 2025-08-11 | 13F | 卢卡斯山管理有限公司 | 3,687 | 55.37 | 722 | 170.41 | ||||
| 2025-07-10 | 13F | Stonekeep 投资有限责任公司 | 1,403 | 275 | ||||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 3,484 | 7.13 | 682 | 86.34 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 1,305 | 256 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 58,716 | 4.52 | 11,498 | 81.64 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Put | 40,700 | 32 | |||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 7,900 | 294 | |||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 32,836 | 30.90 | 5,447 | 49.48 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 21,442,043 | 2.46 | 4,198,995 | 78.06 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 1,220 | 239 | ||||||
| 2025-08-11 | 13F | 交响金融有限公司 | 4,700 | 920 | ||||||
| 2025-07-08 | 13F | NBC 证券公司 | 265 | 6.85 | 0 | |||||
| 2025-08-08 | 13F | 柏灵财富合伙有限公司 | 6,107 | 1,196 | ||||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 19,345 | 6.95 | 3,788 | 85.87 | ||||
| 2025-06-27 | NP | TMAT - 主要主题创新ETF | 24,582 | 1.40 | 2,969 | -11.51 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 55,100 | 10,790 | ||||||
| 2025-07-22 | NP | GTEK - 高盛未来科技领袖股票 ETF | 15,794 | 46.72 | 2,620 | 67.52 | ||||
| 2025-08-12 | 13F | 富通资本管理有限公司 | 1,398 | 274 | ||||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 2,452 | 15.06 | 480 | 100.00 | ||||
| 2025-08-08 | 13F | 第1776章 | 1,527 | 299 | ||||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 90,241 | 2.07 | 17,672 | 77.38 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 40,087 | 502.27 | 7,850 | 946.67 | ||||
| 2025-07-30 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 1,500 | 294 | ||||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Discovery 中型成长基金 R6 级 | 655,936 | 13.61 | 79,224 | -0.86 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 1,500 | 294 | ||||||
| 2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -44,890 | -55.98 | -5,422 | -61.59 | |||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 增长机会投资组合 VC 级 | 14,110 | 48.46 | 2,763 | 157.98 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 2,974 | 13.34 | 582 | 97.29 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 42 | 223.08 | 8 | 700.00 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 1,368 | 268 | ||||||
| 2025-07-09 | 13F | 基石财富服务有限责任公司 | 10,129 | 17.03 | 1,984 | 103.38 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 553 | 108 | ||||||
| 2025-08-12 | 13F | 磁石财富管理有限责任公司 | 2,015 | 10.53 | 395 | 92.20 | ||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 11,594 | 2,270 | ||||||
| 2025-08-14 | 13F | 遗产咨询服务有限责任公司 | 1,290 | 253 | ||||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 189,348 | 12.76 | 37,080 | 95.96 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 228,664 | 37,884.05 | 44,779 | 66,732.84 | ||||
| 2025-07-22 | 13F | 鲍威尔投资顾问有限责任公司 | 3,583 | 16.22 | 702 | 102.02 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 230 | 45 | ||||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | Short | -77,994 | -36.89 | -9,420 | -44.93 | |||
| 2025-08-13 | 13F | 景顺有限公司 | 3,915,248 | 165.44 | 766,723 | 361.27 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 30,034 | 2,841.63 | 5,882 | 5,013.91 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 550 | 455.56 | 108 | 872.73 | ||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 63,000 | 26.00 | 12 | 140.00 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 14,311,741 | 2.14 | 2,802,668 | 77.50 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 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 | 12,925 | 13.13 | 2,144 | 29.16 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 344,270 | 0.40 | 67,418 | 74.47 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 8 | 2 | ||||||
| 2025-05-15 | 13F | Kodai资本管理有限责任公司 | 254,642 | 87.14 | 28,696 | 95.84 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 11 | 2 | ||||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 24 | 5 | ||||||
| 2025-08-29 | NP | QMOM - Alpha Architect 美国量化动量ETF | 40,979 | 8,025 | ||||||
| 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 | 149,917 | 2.13 | 29,358 | 77.48 | ||||
| 2025-07-16 | NP | CGNG - 资本集团新地理股票 ETF 份额类别 | 11,438 | 1,897 | ||||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 663,648 | 108.23 | 129,962 | 261.87 | ||||
| 2025-07-30 | 13F | 道德公司 | 34,531 | 13.41 | 6,701 | 90.29 | ||||
| 2025-08-28 | NP | ADJEX - Azzad 道德基金 | 18,188 | 22.78 | 3,562 | 113.36 | ||||
| 2025-08-05 | 13F | 布莱斯角资本有限责任公司 | 4,161 | 815 | ||||||
| 2025-08-25 | NP | MEFAX - MassMutual Select 中盘增长基金 A 类 | 70,149 | 13,737 | ||||||
| 2025-08-28 | NP | RSMOX - Victory RS 中型成长基金 A 类 | 7,990 | 1,565 | ||||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 494 | 26.34 | 97 | 118.18 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 430,400 | 84,285 | ||||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 475,354 | 8.18 | 78,856 | 23.51 | ||||
| 2025-08-14 | 13F | 对称峰管理有限公司 | Call | 13,700 | 2,683 | |||||
| 2025-08-28 | NP | ALAI - Alger 人工智能推动者和采用者 ETF | 1,099 | 14.72 | 215 | 100.93 | ||||
| 2025-08-14 | 13F | 对称峰管理有限公司 | 290 | 57 | ||||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 49,200 | 9.09 | 8,162 | 24.54 | ||||
| 2025-06-27 | NP | CAGEX - Calamos 全球股票基金 A 类 | 9,220 | 1,114 | ||||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 4,495 | 6.09 | 880 | 84.49 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 3,471 | 0.38 | 680 | 74.55 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 15 | 3 | ||||||
| 2025-08-11 | 13F | 基石投资者私人有限公司 | 12,138 | 2,377 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 26,689 | 6.80 | 3,223 | -6.80 | ||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 299 | 94.16 | 36 | 71.43 | ||||
| 2025-08-29 | NP | BAFMX - Brown Advisory 中型成长基金机构股 | 4,361 | 854 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 360,365 | 39.50 | 68,938 | 136.81 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 17,050 | 3.08 | 3,339 | 79.08 | ||||
| 2025-04-18 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,525 | 23.67 | 3,273 | 79.98 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 2,198 | 7.01 | 430 | 86.15 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 206,420 | 0.40 | 40,423 | 74.47 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 4,301 | 18.81 | 842 | 106.88 | ||||
| 2025-08-11 | 13F | 赫斯提亚资本管理有限公司 | Put | 11,900 | 2,330 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 137,400 | 125.25 | 26,907 | 291.43 | |||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 30,000 | 4,210.34 | 5,875 | 7,430.77 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 96,500 | 22.62 | 18,898 | 113.09 | |||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 1,959 | 384 | ||||||
| 2025-08-05 | 13F | 西区投资管理公司 | 65 | 12 | ||||||
| 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 | 23,054 | 3.43 | 3,824 | 18.10 | ||||
| 2025-08-04 | 13F | 联合银行 | 23,148 | 8.16 | 5 | 100.00 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 454 | 257.48 | 55 | 217.65 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 63,343 | 20.78 | 12,404 | 109.92 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 506,043 | 8.32 | 99,098 | 88.24 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 183 | 36 | ||||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 21 | 4 | ||||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 686 | 134 | ||||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 4,336 | 22.76 | 849 | 113.32 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 1,898,900 | 9.92 | 371,862 | 91.01 | |||
| 2025-08-07 | 13F | 毕马威资本有限责任公司 | 40,077 | 7.66 | 7,848 | 87.12 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,781 | 0.62 | 349 | 74.87 | ||||
| 2025-07-29 | NP | PFGEX - Parnassus 成长股票基金投资者股票 | 4,854 | 5.87 | 951 | 84.11 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,126,800 | 9.28 | 220,661 | 89.91 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 3,589 | 89.99 | 703 | 231.13 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 3,155 | 8.53 | 618 | 88.69 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 19,852 | 2.91 | 3,888 | 78.88 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 2,341 | 11.42 | 458 | 94.07 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 222,885 | 1.67 | 43,648 | 76.69 | ||||
| 2025-07-30 | 13F | 康尼斯托加资本顾问有限公司 | 1,730 | 339 | ||||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 6,824 | 1,336 | ||||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 7,563 | 1,481 | ||||||
| 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 | 50,652 | 18.23 | 6,118 | 3.17 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 2,462 | 5.98 | 482 | 84.67 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 13 | 30.00 | 3 | 100.00 | ||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 70,685 | 84.91 | 13,842 | 221.38 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 2,468 | 11.27 | 483 | 93.98 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 200 | 39 | ||||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛增长机会基金服务 | 7,598 | 1.96 | 1,488 | 77.23 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 748,107 | 11.48 | 146 | 94.67 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 7,431 | 9.33 | 1,455 | 90.20 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 113,961 | 10.63 | 22,317 | 92.25 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 7,601 | 5.03 | 1,489 | 82.58 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 40,807,488 | 18.05 | 7,991,226 | 105.14 | ||||
| 2025-05-20 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 298,751 | 1.81 | 58,504 | 76.92 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 67 | 13 | ||||||
| 2025-08-26 | NP | RMDAX - AllianzGI 中型基金 A | 48,850 | 152.76 | 9,566 | 339.41 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Put | 100 | 20 | |||||
| 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 | 6,849 | 6.55 | 1,341 | 85.22 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 12 | 2 | ||||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 2,438 | 477 | ||||||
| 2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 2,297 | 7.74 | 450 | 87.08 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 1,156 | 226 | ||||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 28,752 | 3.94 | 3,473 | -9.30 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 63,625 | 14.22 | 12,460 | 98.49 | ||||
| 2025-07-17 | 13F | 朱红财富管理有限公司 | 100 | 20 | ||||||
| 2025-08-28 | NP | RAYD - 瑞联量化发达市场股票ETF | 4,394 | 860 | ||||||
| 2025-08-29 | 13F | 全面投资管理公司 | 101 | 20 | ||||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 49,062 | 16.88 | 8 | 75.00 | ||||
| 2025-07-30 | 13F | 契约伙伴有限责任公司 | 1,270 | 249 | ||||||
| 2025-06-27 | NP | TWCUX - 超级基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 905,000 | 109,306 | ||||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 17,572 | 21.54 | 3,441 | 111.23 | ||||
| 2025-08-13 | 13F | 阿蒂卡资本管理有限责任公司 | 68,801 | 91.11 | 13,473 | 232.17 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 2,204 | 13.90 | 432 | 97.71 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 166 | 33 | ||||||
| 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 | 8,927 | 23.68 | 1,748 | 115.01 | ||||
| 2025-08-12 | 13F | 米勒金融服务有限公司 | 6,487 | 10.66 | 1,270 | 92.42 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | Short | -3,146 | -82.72 | -380 | -84.96 | |||
| 2025-07-28 | NP | VAFAX - 景顺美国特许经营基金 A 类 | 1,298,307 | 427.57 | 215,376 | 1,681.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳顾问集团有限公司 | 81,790 | 16,017 | ||||||
| 2025-08-14 | 13F | 林登顾问有限公司 | 248,523 | 48,668 | ||||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 252 | 21.74 | 49 | 113.04 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 19,376 | 14.38 | 3,214 | 30.60 | ||||
| 2025-05-30 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 16,937 | 1,909 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 31,495,565 | 2.14 | 6,167,776 | 77.49 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 5,203 | 145.66 | 1,019 | 327.73 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 92,239 | 16.62 | 18,063 | 102.66 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,572 | 28.15 | 427 | 46.39 | ||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 2,308 | 452 | ||||||
| 2025-08-25 | NP | 美国基金保险系列-新世界基金1级 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 | 86,459 | 16,931 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 12,042 | 2,358 | ||||||
| 2025-07-28 | NP | AIM COUNSELOR系列信托（INVESCO COUNSELOR系列信托）-景顺奥本海默资本增值基金A级 | 345,569 | 57,326 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | 7,125,632 | 191.45 | 1,395,413 | 406.47 | ||||
| 2025-08-01 | 13F | 瑞穗市场美洲有限公司 | Call | 153,028 | 2,104 | |||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 100,845 | 8.98 | 19,748 | 89.39 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 16,461 | 14.57 | 3,224 | 99.07 | ||||
| 2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 68,331 | 90.51 | 13,381 | 231.13 | ||||
| 2025-03-27 | NP | SMNCX - Steward 股票市场中性基金 C 类 | Short | -1,000 | -138 | |||||
| 2025-08-14 | 13F | 挑战者财富管理 | 2,318 | 0.78 | 454 | 74.90 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 448,696 | 87,868 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 1,805,393 | 54.26 | 353,550 | 168.06 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | Put | 7,500 | 1,469 | |||||
| 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 | 1,024,624 | 8.31 | 123,754 | -5.48 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 53,800 | 40.84 | 10,536 | 144.77 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 47,000 | 95.02 | 9,204 | 239.01 | |||
| 2025-07-31 | 13F | Fedenia 顾问有限公司 | 3,160 | 2.93 | 619 | 79.13 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 104,694 | 2.35 | 20,502 | 77.86 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 5,688 | 0.80 | 1,114 | 75.28 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 5,118 | 4.86 | 1,002 | 82.18 | ||||
| 2025-08-05 | 13F | Palogic 价值管理有限合伙人 | Call | 5,000 | 979 | |||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 7,693 | 30.77 | 929 | 14.13 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 44 | 7.32 | 9 | 100.00 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 6,372 | 217.33 | 718 | 232.41 | ||||
| 2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | Short | -1,513 | -41.79 | -183 | -49.30 | |||
| 2025-08-07 | 13F | 虎钳技术公司 | 5,985 | 54.65 | 1,172 | 181.49 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 191,100 | 169.15 | 37,423 | 367.79 | |||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 534 | 13.62 | 105 | 100.00 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 1,425 | 18.16 | 279 | 106.67 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 3,407 | 689 | ||||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 67,000 | 211.63 | 13,121 | 441.70 | |||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 1,305 | 256 | ||||||
| 2025-07-09 | 13F | 悍马财务咨询服务公司 | 1,650 | 323 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 16 | 14.29 | 3 | 200.00 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 8,282 | 1,622 | ||||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -34,818 | -4.20 | -5,776 | 9.38 | |||
| 2025-07-23 | NP | FAAAX - 富兰克林 K2 另类策略基金 A 类 | Short | -2,348 | 70.89 | -390 | 95.48 | |||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 117,415 | 44.28 | 22,993 | 150.74 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 196,750 | 38,530 | ||||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 13,377 | 2,620 | ||||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 78,304 | 15,334 | ||||||
| 2025-08-26 | NP | IAMOX - Voya 中型股机会投资组合 ADV 级 | 84,435 | 16,535 | ||||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 853 | 188.18 | 142 | 227.91 | ||||
| 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 | 3,235,685 | 6.77 | 633,644 | 85.54 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 2,403,831 | 5.18 | 470,742 | 82.78 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 800 | 157 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 1,200 | 235 | |||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 273 | 3.02 | 53 | 82.76 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 2,628 | 4.24 | 515 | 80.99 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -19,063 | -11.99 | -3,162 | 0.48 | |||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 35,173 | 7 | ||||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 1,049 | 205 | ||||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 119,814 | 27.77 | 23,463 | 122.04 | ||||
| 2025-07-16 | NP | CGMM - 资本集团美国中小型股ETF份额类别 | 12,455 | 339.02 | 2,066 | 401.46 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 14 | 3 | ||||||
| 2025-08-26 | NP | SEEGX - 摩根大通大盘成长基金 I 类 | 2,792,252 | 546,807 | ||||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 81,235 | 0.59 | 15,908 | 74.81 | ||||
| 2025-08-07 | 13F | 荷宝瑞士股份公司 | 38,400 | 1.05 | 7,520 | 75.60 | ||||
| 2025-07-30 | 13F | 信托规划有限责任公司 | 1,854 | 3.00 | 363 | 79.70 | ||||
| 2025-06-25 | NP | FDND - FT Vest 道琼斯互联网和目标收入 ETF | 934 | 99.15 | 113 | 75.00 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 1,323 | -44.92 | ||||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 12,742 | 30.01 | 2 | 100.00 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 968 | 7.68 | 117 | -6.45 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 296 | 5.34 | 49 | 22.50 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 1,182,972 | 7.81 | 231,661 | 87.36 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 17 | 3 | ||||||
| 2025-07-28 | NP | NMANX - Neuberger Berman 中型成长基金投资者类别 | 248,961 | 41,300 | ||||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 1,260 | 247 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | 13,396 | 5.24 | 2,623 | 83.04 | ||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 9,168 | 55.42 | 1,795 | 182.23 | ||||
| 2025-03-28 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 89 | 32.84 | 12 | 140.00 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 7,617 | 18.42 | 920 | 3.26 | ||||
| 2025-07-11 | 13F | 谢尔顿财富管理有限公司 | 7,013 | 1,373 | ||||||
| 2025-08-12 | 13F | 保德信金融公司 | 20,685 | 50.84 | 4,051 | 162.14 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 560,007 | 20.14 | 109,666 | 108.77 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 20,971 | 17.43 | 4,107 | 104.08 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 3,739 | 732 | ||||||
| 2025-08-04 | 13F | 俄亥俄州 | 11,779 | 92.91 | 2,307 | 235.17 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 2,179 | 427 | ||||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 6,800 | 83.78 | 1,332 | 219.95 | |||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 48,000 | 100.00 | 9,400 | 247.60 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 461,051 | 34.49 | 89,951 | 140.92 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 42,000 | 4.04 | 8,175 | 86.69 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 27,711 | 2.13 | 3,347 | -10.89 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 54,600 | 10,692 | ||||||
| 2025-07-30 | 13F | 帕拉贡顾问有限责任公司 | 1,342 | 263 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 20,520 | 1.66 | 2,478 | -11.28 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 846,441 | 6.54 | 165,759 | 85.15 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 1,887,405 | 0.35 | 369,611 | 74.38 | ||||
| 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 | 26,041 | 1,732.58 | 3,145 | 2,436.29 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 85,296 | 5.88 | 16,704 | 83.99 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | Put | 1,700 | 13 | |||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 308 | 5.48 | 60 | 87.50 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,289 | 14.58 | 156 | 0.00 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 591 | 31.04 | 116 | 130.00 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 5,370 | 38.72 | 1,052 | 141.06 |
