OLED 机构投资人持股, 买家 - Universal Display Corporation

机构和基金投资人持股 - 买家

在环球显示公司中开设新头寸的主要持有者包括特雷杰·AP-丰登, GMBVX - GMO 小型股优质基金 R6 类, FUQIX - 富达 SAI 美国质量指数基金, Glenmede投资管理有限公司, 拉姆公司, FTHI - First Trust BuyWrite 收益 ETF, 全景资本有限责任公司, GTLOX - 量化美国大盘核心股票投资组合 - 顾问股票, 交响金融有限公司, 斯科特·马什金融有限责任公司, KOOL - 北岸股票轮动 ETF, SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF, 虎钳技术公司, 吉布斯财富管理, 地平线投资有限责任公司, 拉扎德兄弟管理公司, 威廉姆斯和诺瓦克有限责任公司, WSML - iShares MSCI 全球小型股 ETF, Readystate资产管理有限公司, 和本杰明·爱德华兹公司 .

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	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-08-06	13F	第一地平线顾问公司		479	81.44	74	102.78
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		8		1
2025-08-20	NP	QCFIX - AQR CVX 融合基金 I 类		15		2
2025-03-27	NP	TAAAX - Thrivent 积极配置基金 A 类		5,165	53.36	774	27.51
2025-08-05	13F	TSFG有限公司		191	3.24	0
2025-08-12	13F	CIBC 私人财富集团有限责任公司		1,626	3.77	251	50.30
2025-07-23	13F	克利尔溪财务管理有限责任公司		5,385	79.56	832	98.80
2025-06-23	NP	IYY - iShares 道琼斯美国 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		1,821	2.02	229	-14.61
2025-07-28	NP	TDV - ProShares S&P Technology Dividend Aristocrats ETF		46,485	1.20	6,664	-5.57
2025-08-26	NP	EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类		2,887	62.74	446	80.16
2025-09-02	13F/A	英国全球资产管理公司		223,583	11.39	34,649	164,895.24
2025-08-13	13F	克雷塞特资产管理有限责任公司		2,512	64.18	388	82.16
2025-08-05	13F	美国资本咨询有限责任公司		2		0
2025-08-26	NP	SBHCX - Segall Bryant & Hamill 小盘股核心基金零售类别		8,668	40.01	1,339	55.04
2025-08-26	NP	IJH - iShares 核心标普中盘 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		1,439,569	0.03	222,356	10.77
2025-08-08	13F	财富联盟		2,186	4.05	338	15.02
2025-08-14	13F	Mml 投资者服务有限公司		8,553	3.95	1	0.00
2025-08-05	13F	克雷斯特伍德顾问集团有限责任公司		131,706	0.30	20,343	11.07
2025-08-27	13F/A	Squarepoint Ops LLC		2,790		431
2025-06-30	NP	SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF		4,601		578
2025-06-30	NP	TRFM - AAM 变形金刚 ETF		1,064	3.70	134	-13.07
2025-08-05	13F	蒙特利尔银行/can/		9,294	6.83	1,436	18.30
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		3,322	2.40	476	-4.42
2025-08-25	NP	MMGEX - MassMutual Select 小盘成长股票基金 A 类		5,186	0.80	801	11.72
2025-07-30	NP	OUSM - ALPS \| O'Shares 美国小型股优质股息 ETF 股票		28,376	2.58	4,068	-4.28
2025-03-27	NP	PEXL - Pacer 美国出口领袖 ETF		3,543		531
2025-08-14	13F	瑞银资产管理美洲公司		691,013	1.35	106,734	12.23
2025-08-26	NP	GFSYX - 机构战略另类基金				-97	-171.32
2025-07-15	13F	道明私人客户财富有限责任公司		15,392	5.15	2,377	16.46
2025-08-27	NP	CMJAX - Calvert 美国中盘核心责任指数基金 A 类		2,211	0.05	342	10.71
2025-06-27	NP	ESCQX - 推出小型股票基金退休课程		12,135	37.71	1,525	15.37
2025-08-14	13F/A	斯科波斯实验室有限公司		428	58.52	66	78.38
2025-08-14	13F	CoreCap 顾问有限责任公司		40	60.00	6	100.00
2025-07-28	NP	MSLC - 摩根士丹利 Pathway 大盘股 ETF		1,662	7.92	238	0.85
2025-08-25	NP	ETEGX - 伊顿万斯小型基金 A 类		8,151	39.84	1,259	54.86
2025-08-13	13F	亚利桑那州退休系统		13,142	1.63	2,030	12.53
2025-06-27	NP	SOXL - Direxion 每日半导体牛市 3 倍股票		423,520	20.46	53,207	0.94
2025-08-13	13F	双峰财富顾问有限责任公司		20		3
2025-06-26	NP	DFAS - 维度美国小型股 ETF		90,934	20.50	11,424	0.98
2025-09-04	13F/A	顾问集团控股公司		25,751	28.47	3,980	42.19
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		8,221	2.05	1,270	13.00
2025-08-14	13F	北卡罗来纳州财政部长		50,399	136.09	8	250.00
2025-07-22	NP	GUSA - 高盛 MarketBeta 美国 1000 股票 ETF		1,501	0.13	215	-6.52
2025-08-11	13F	科维斯特有限公司		991	10.36	0
2025-07-31	13F	拉扎德兄弟管理公司		3,000		0
2025-08-14	13F	高盛集团公司		139,655	45.45	21,571	61.07
2025-06-26	NP	ISCG - iShares Morningstar 小盘成长 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		13,315	5.20	1,673	-11.86
2025-08-13	13F	琼斯金融公司有限责任公司		190	71.17	30	81.25
2025-07-17	13F	HB 财富管理有限责任公司		1,531		236
2025-08-13	13F	鲁贝资本有限责任公司		27,920		4,313
2025-07-28	NP	VCULX - 成长基金		346		50
2025-08-14	13F	地平线投资有限责任公司		3,213		15
2025-07-29	NP	GAAVX - GMO 另类配置基金 VI 类		12,712	26.92	1,822	18.47
2025-03-28	NP	XMMO - Invesco S&P MidCap 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		209,664	73.15	31,433	43.96
2025-08-26	NP	GVIZX - 价值股票指数基金投资者		211	57.46	33	77.78
2025-05-28	NP	THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类		7,094	147.78	989	105.19
2025-07-29	NP	SECAX - SIIT 小盘 II 基金 - A 类		5,316	26.66	762	18.32
2025-08-27	NP	TIFF 投资计划 - TIFF 多元资产基金		16,504	8.41	2,549	20.07
2025-07-30	13F	鲍嘉财富有限责任公司		14	40.00	2	100.00
2025-08-13	13F	斑眼贸易有限责任公司		2,699	121.59	417	146.15
2025-08-13	13F	斑眼贸易有限责任公司	Call	13,900	21.93	2,147	34.97
2025-08-29	NP	DON - WisdomTree 美国中型股股息基金不适用		40,676	0.07	6,283	10.81
2025-07-22	13F	湾港财富管理有限责任公司		2	100.00	0
2025-08-11	13F	领头羊顾问有限责任公司		148		23
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		31,303	387.21	3,933	308.31
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		790	3.54	122	15.09
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		7,097	171.71	1,096	201.10
2025-07-31	13F	尼萨投资顾问有限公司		474	89.60	73	114.71
2025-06-23	NP	PMPRX - 中型价值基金 I R-3		735	2.80	92	-14.02
2025-05-07	13F	谢夫布罗克投资顾问有限责任公司		1,550	6.90	216	2.37
2025-07-29	NP	TMFE - Motley Fool 资本效率 100 指数 ETF		433	24.43	62	16.98
2025-07-29	NP	PTL-Inspire 500 ETF		1,119	15.48	160	8.11
2025-08-12	13F	德意志银行\		152,284	9.12	23,522	20.84
2025-07-08	13F	NBC 证券公司		20	33.33	0
2025-08-08	13F	拉森金融集团有限责任公司		160	110.53	25	140.00
2025-08-14	13F/A	巴克莱银行		393,542	54.77	61	71.43
2025-07-14	13F	农商投资公司		36	9.09	6	25.00
2025-08-14	13F	工程师门经理 LP		3,590		555
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类		10,407	0.56	1,607	11.37
2025-08-08	13F	乌龟投资管理有限公司		203	1.00	31	10.71
2025-08-08	13F	哈特兰有限公司		192	19.25	30	31.82
2025-08-13	13F	景顺有限公司		112,982	1.84	17,451	12.78
2025-08-18	NP	PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类		1,557	70.16	240	88.98
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		64,036	9.70	9,180	2.36
2025-08-14	13F	Optiver控股有限公司		137	47.31	21	75.00
2025-07-29	NP	VRGWX - Vanguard Russell 1000 增长指数基金机构股票 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		29,048	5.92	4,164	-1.14
2025-07-28	13F	道明资产管理公司		9,199		1,421
2025-08-12	13F	美国世纪公司		12,766	2.28	1,972	13.28
2025-07-25	13F	Envestnet 投资组合解决方案公司		11,147	55.10	1,722	71.76
2025-08-27	NP	VTSMX - 先锋总股票市场指数基金投资者份额 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		1,373,127	1.83	212,093	12.76
2025-08-22	NP	CVLC - Calvert 美国大盘核心责任指数 ETF		425	0.95	66	12.07
2025-03-27	NP	AABFX - Thrivent 平衡收益加基金 A 类		751	53.89	113	28.74
2025-06-25	NP	ISCB - iShares 晨星小型股 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		2,336	4.75	293	-12.28
2025-08-14	13F	水产资本管理有限责任公司		2,883		445
2025-07-22	13F	HFM投资顾问有限责任公司		3	200.00	0
2025-06-24	NP	SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 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		9,454	16.59	1,188	-2.30
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		20,144	1.20	2,531	-15.21
2025-08-26	NP	IUSG - iShares 核心标普美国增长 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		15,994	1.88	2,470	12.84
2025-08-07	13F	Parkside 金融银行与信托		202	236.67	31	287.50
2025-08-14	13F	货币概念资本公司		15,487		2,392
2025-07-21	13F	谷轮资本管理有限责任公司		457,396	14.99	70,650	27.34
2025-07-25	13F	红杉财务顾问有限责任公司		1,329		205
2025-08-27	NP	卡尔弗特管理系列 - 卡尔弗特全球小型股票基金 I 类		561	19.11	87	32.31
2025-08-14	13F	劳里恩资本管理有限公司		1,462		226
2025-08-20	NP	QLFIX - AQR LSE 融合基金 I 类	Short	-106		-16
2025-08-06	13F	法国巴黎银行资产管理控股公司		2,416	20.80	0
2025-07-14	13F	公园大道证券有限公司		2,560	1.43	0
2025-07-24	NP	ESML - iShares ESG MSCI 美国小型股 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		10,645	1.08	1,526	-5.69
2025-07-07	13F	退休财富解决方案有限责任公司		90	13.92	14	18.18
2025-08-12	13F	MAI资本管理		613	6.42	95	17.50
2025-08-13	13F	罗素投资集团有限公司		18,674	1.37	2,885	12.26
2025-08-14	13F	元盛资本集团有限公司		18,677	160.02	2,885	188.11
2025-07-28	13F	佩廷加财务顾问有限责任公司		1,335		206
2025-07-10	13F	科扎克联合公司		1,891	0.32	297	36.24
2025-07-25	13F	阿波罗财富管理有限责任公司		5,660	8.68	874	20.39
2025-08-28	NP	SPMD - SPDR(R) 投资组合中型 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		199,254	2.01	30,777	12.97
2025-08-14	13F	维登咨询有限责任公司		2,196	44.09	339	59.91
2025-08-14	13F	极地资产管理合伙公司		153,837	13.90	23,762	26.13
2025-08-12	13F	顾问资产管理公司		2,523	6.86	390	18.24
2025-08-14	13F	都铎投资公司等		17,475		2,699
2025-08-13	13F	佛罗里达州退休系统国家管理局		44,120	0.89	6,815	11.72
2025-08-14	13F	都铎投资公司等	Put	3,900	30.00	602	44.02
2025-08-13	13F	基尔特集团有限公司		8		1
2025-04-28	NP	GMAYX - GMO 小盘优质基金 I 级		76,421	110.39	11,740	96.47
2025-08-25	NP	VKSAX - Virtus KAR 中小型核心基金 A 类		561,385	1.55	86,712	12.45
2025-08-27	NP	安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级		981	52.57	152	69.66
2025-03-27	NP	贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		27	58.82	4	33.33
2025-08-14	13F	千禧管理有限公司	Call	49,300	94.09	7,615	114.96
2025-07-24	13F	百特兄弟公司		1,300		201
2025-08-14	13F	千禧管理有限公司		36,637	23.23	5,659	36.47
2025-08-14	13F	全景资本有限责任公司		23,000		3,553
2025-06-25	NP	RECS - 哥伦比亚研究增强型核心 ETF		2,937	46.92	369	23.08
2025-08-14	NP	CCGSX - 肖托夸全球增长基金投资者类别		36,870	21.78	5,695	34.86
2025-06-17	NP	MMSMX - 多管理人美国小型股票基金 P 类股票		10,865	182.06	1,365	136.40
2025-08-12	13F	XTX Topco有限公司		17,565		2,713
2025-05-30	NP	EHLS - 均势多空 ETF	Short	-767		-107
2025-07-25	13F	芝加哥期权交易所背心金融有限责任公司		27,236	36.46	4,207	51.13
2025-07-24	NP	HSMNX - Horizon 美国防御性中小盘基金投资者类别		3,098	186.32	444	149.44
2025-08-13	13F	象限资本集团有限公司		3,545	44.87	548	60.41
2025-08-28	NP	DTLVX - 大型公司价值投资组合投资类别		750		116
2025-08-15	13F	摩根士丹利		666,674	53.60	102,975	70.10
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		30,581	2.24	5	0.00
2025-08-07	13F	S Squared 技术有限责任公司		95,000	5.56	14,674	16.89
2025-08-15	13F	Binnacle投资公司		127	28.28	20	46.15
2025-06-26	NP	FSMD - 富达中小因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		20,555	149.64	2,582	109.24
2025-08-01	13F	贝西默集团公司		2,723	4.61	0
2025-08-13	13F	第一信托顾问有限公司		699,412	14.91	108,031	27.25
2025-07-23	NP	CFMSX - 中盘精选基金栏		125,133	9.27	17,938	1.96
2025-08-11	13F	新时代阿尔法顾问有限责任公司		4,665	13.39	721	25.65
2025-07-25	NP	FNDA - 嘉信基本面美国小公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		45,938	6.59	6,585	-0.53
2025-07-23	NP	CFMCX - 中型股基金		26,365	0.78	3,779	-5.95
2025-06-26	NP	FEQHX - 富达对冲股票基金		740	98.92	93	12.20
2025-08-15	13F	嘉实基金管理有限公司		414		0
2025-08-20	NP	QMHIX - AQR 管理期货策略 HV 基金 I 类		2,404	-395.69	371	-428.32
2025-08-29	NP	STXM-Strive 中型股 ETF		217	10.15	34	22.22
2025-05-27	NP	XFBRX - 中型投资组合投资者类别		207,300	110.46	28,914	100.79
2025-07-30	13F	道德公司		4,942	8.69	772	22.35
2025-08-14	13F	艾文尼尔公司		223,150	14.51	34,468	26.81
2025-08-08	13F	Avantax 咨询服务公司		15,578	43.30	2,406	58.71
2025-08-20	NP	QSPIX - AQR 风格溢价另类基金 I 类		20,969	165.77	3,239	194.36
2025-08-12	13F	西北互助投资管理公司		9,869	0.56	1,524	11.40
2025-05-27	NP	GEIZX - 成长股票指数基金投资者		214	42.67	30	38.10
2025-08-28	NP	SEMCX - Simt 中盘基金 F 级		880	18.44	136	-4.93
2025-06-30	NP	COWG - Pacer 美国大盘现金牛成长领袖 ETF		35,373	67.81	4,444	40.60
2025-08-20	NP	QHFRX - AQR MS Fusion HV 基金 R6 类	Short	-183		-28
2025-08-14	13F	科学技术研究有限责任公司		3,702		572
2025-06-26	NP	FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,584	28.26	199	7.03
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		11,356	7.63	1,754	19.24
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		10,104	8.41	1,269	-9.16
2025-06-26	NP	贝莱德基金 - iShares Russell 中小型股指数基金投资者 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		6,423	8.26	807	-9.34
2025-06-25	NP	REVS - 哥伦比亚研究增强价值 ETF		241	11.57	30	-6.25
2025-08-12	13F	普利股权公司	Put	0		0
2025-08-12	13F	国家信托银行		300		46
2025-08-12	13F	普利股权公司	Call	0		0
2025-08-12	13F	普利股权公司		0		0
2025-05-27	NP	IWP - iShares Russell 中型成长 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		139,722	3.33	19,488	-1.42
2025-08-01	13F	Y-Intercept (香港) 有限公司		3,483		538
2025-07-29	NP	PBQAX - PGIM Jennison 混合基金 A 类		7,611	79.72	1,091	67.85
2025-07-08	13F	上升顾问有限责任公司		195	4.84	30	20.00
2025-03-27	NP	THMAX - Thrivent适度配置基金A类		1,157	53.45	173	28.15
2025-03-27	NP	PTMC - Pacer Trendpilot 美国中盘 ETF		6,632	2.95	994	-30.68
2025-07-30	13F	第一公民银行和信托公司		5,656	219.01	874	253.44
2025-03-27	NP	CDAZX - 多经理定向另类策略基金机构类别	Short	-22,902		-3,433
2025-08-18	13F	金刚狼贸易有限公司	Call	28,700	51.85	4,485	63.47
2025-08-07	13F	ProShare 顾问有限责任公司		54,460	0.81	8,412	11.64
2025-08-18	13F	金刚狼贸易有限公司	Put	16,800	18.31	2,625	27.37
2025-06-23	NP	PPNMX - 小型股成长基金 I R-3		56,712	102.30	7,125	69.54
2025-08-11	13F	美国信安证券公司		570	47.29	88	57.14
2025-08-28	NP	IGM - iShares 扩展科技板块 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		20,253	3.29	3,128	14.41
2025-08-15	13F	CI 私人财富有限责任公司		30,774	110.72	4,754	133.45
2025-08-28	NP	新时代阿尔法基金信托 - NAA 中期成长基金机构类		1,402	6.13	217	17.39
2025-08-14	13F	Synovus金融公司		8,576	26.68	1,325	40.25
2025-08-13	13F	吉布斯财富管理		3,825		591
2025-08-05	13F	西格玛规划公司		10,392	1.52	1,605	12.47
2025-08-14	13F	Principia 财富咨询有限公司		10	11.11	2	0.00
2025-08-14	13F	富国银行/百万		719,757	3.72	111,174	14.85
2025-08-04	13F	俄亥俄州		6,525	11.10	1,008	22.95
2025-08-27	NP	VHCOX - Vanguard Capital Opportunity 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		1,111,135	19.50	171,626	32.33
2025-07-14	13F	美国资本财富顾问有限公司		3,788		585
2025-07-14	13F	伽玛投资有限责任公司		1,801	87.21	278	107.46
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		44,043	4.00	6,314	-2.95
2025-08-20	NP	AQMIX - AQR 管理期货策略基金 I 类		6,519	167.72	1,007	196.76
2025-08-28	NP	VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		163	13.19	25	25.00
2025-08-13	13F	系统财务管理有限公司		130,900	1.47	20,219	12.36
2025-07-15	13F	诺登集团有限公司		1,339		207
2025-08-06	13F	福克斯运行管理有限公司		7,062		1,091
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		20,593	38.03	2,587	15.70
2025-08-13	13F	华尔街眼资本有限责任公司	Put	300		46
2025-08-14	13F	斯蒂菲尔金融公司		179,169	4.61	27,675	15.84
2025-08-13	13F	华尔街眼资本有限责任公司	Call	2,400		371
2025-08-13	13F	丽都顾问有限责任公司		5,688	7.95	879	19.46
2025-06-24	NP	SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,870	1.56	361	-14.89
2025-06-23	NP	MDPIX - 中型深度投资者类别		162	23.66	20	5.26
2025-07-07	13F	Versant 资本管理公司		383		59
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		14,815	36.87	2,285	45.36
2025-07-29	NP	VRVIX - Vanguard Russell 1000 价值指数基金机构股票 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		12,445	9.08	1,784	1.77
2025-08-13	13F	温室基金有限责任合伙公司		644,146	14.39	99,495	26.67
2025-06-27	NP	SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级		7,444	6.15	935	-11.04
2025-08-13	13F	挪威银行		805,903		124,480
2025-07-23	13F	冯托贝尔控股有限公司		220,466	36.40	34,053	51.05
2025-07-25	13F	俄勒冈州公务员退休基金		9,083	1.11	1,403	11.98
2025-08-04	13F	AMG 国家信托银行		15,004	5.34	2,318	16.67
2025-08-27	NP	VEXMX - 先锋扩展市场指数基金投资者股票 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		682,815	0.53	105,468	11.33
2025-08-13	13F	Edgestream 合伙人有限合伙人		3,103		479
2025-05-05	13F	林布鲁克资本有限公司		426	660.71	59	637.50
2025-08-26	NP	FTHI - First Trust BuyWrite 收益 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		39,247		6,062
2025-08-20	NP	QLEIX - AQR 多空股票基金 I 类	Short	-58,154	141.59	-8,982	167.56
2025-08-27	NP	CGAEX - 卡尔弗特全球能源解决方案基金A级		5,063	3.98	782	15.17
2025-06-25	NP	SDVD - FT Vest SMID 股息上涨目标收入 ETF		21,341	843.04	2,681	598.18
2025-07-22	13F	IMC-芝加哥有限责任公司	Call	37,400	47.83	5,777	63.72
2025-08-11	13F	罗斯柴尔德投资有限公司		3,270	0.03	505	10.99
2025-08-12	13F	西格尔·布莱恩特和哈米尔有限公司		243,864	14.49	37,667	26.79
2025-08-27	NP	RYTIX - 科技基金投资者类别		702	24.69	108	38.46
2025-08-12	13F	动态技术实验室私人有限公司		2,469		381
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		84,203	32.44	10,578	10.99
2025-08-26	NP	IWD - iShares Russell 1000 价值 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		97,677	70.81	15,087	89.15
2025-08-21	NP	SMH - VanEck Vectors 半导体 ETF		402,178	3.11	62,120	14.19
2025-08-05	13F	新方资本有限责任公司		30	50.00	5	100.00
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		32,555	252.44	5,028	158.91
2025-08-14	13F	斯科特·马什金融有限责任公司		6,560		1,013
2025-07-31	13F/A	亚飞财富		4	33.33	0
2025-05-15	13F/A	Orion 投资组合解决方案有限责任公司		9,268	45.79	1,293	39.07
2025-08-20	NP	全国可变保险信托 - NVIT 中盘指数基金 I 类		18,351	1.89	2,834	12.82
2025-07-28	NP	AVMC - Avantis 美国中型股票 ETF		1,280	11.89	183	4.57
2025-08-11	13F	霍普伍德金融服务公司		475		73
2025-08-14	13F	凯普斯通投资顾问有限公司		1,886		291
2025-08-04	13F	阿拉巴马州退休制度		83,922	0.36	12,963	11.14
2025-08-12	13F	维度基金顾问有限公司		666,690	4.98	102,985	16.26
2025-08-26	NP	EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类		1,352	73.11	209	92.59
2025-08-26	NP	EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级		4,047	1.79	625	12.82
2025-08-05	13F	亨廷顿国家银行		474	1,796.00	73	2,333.33
2025-07-18	13F	哥伦比亚资产管理公司		1,308		202
2025-08-20	NP	QRPNX - AQR 另类风险溢价基金 N 级		2,241	95.89	346	117.61
2025-08-08	13F	创意策划		19,847	12.72	3,066	24.85
2025-06-25	NP	DGRO - iShares 核心股息增长 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		37,819	4.64	4,751	-12.31
2025-07-09	13F	万通信托公司 Fsb/adv		307	79.53	47	104.35
2025-08-12	13F	北极星资产管理公司		5,935	17.87	917	30.48
2025-07-31	13F	CVA 家族办公室有限责任公司		12	200.00	2
2025-07-30	13F	惠蒂尔信托公司		196		30
2025-07-21	13F	哈德曼约翰斯顿全球顾问有限公司		262,157	0.20	40,493	10.96
2025-07-08	13F	并行顾问有限责任公司		848	9.70	131	22.43
2025-08-12	13F	劳雷尔财富顾问有限责任公司		1,082	15,357.14	0
2025-08-12	13F	帕瑟顾问公司		75,729	149.95	11,697	176.85
2025-06-26	NP	DFUV - 维度美国市场价值 ETF		120	233.33	15	200.00
2025-08-26	NP	Profunds - Profunds 中型价值副总裁		170	11.11	26	23.81
2025-08-28	NP	SOXX - iShares PHLX 半导体 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		781,137	9.48	120,654	21.24
2025-06-26	NP	DFSTX - 美国小型股投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		151,902	69.03	19,083	41.65
2025-08-12	13F	改变路径有限责任公司		3,035		469
2025-08-13	13F	百达资产管理控股公司		7,166	1.96	1,107	12.73
2025-08-05	13F	第四维度财富有限责任公司		1,175		182
2025-06-25	NP	PQJCX - PGIM Jennison 小盘核心股票基金 R6 级		408	109.23	51	70.00
2025-08-14	13F	全新世顾问有限合伙人		5,956		920
2025-08-11	13F	花旗集团		232,657	18.89	35,936	31.66
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		240,600	0.44	34,490	-6.27
2025-04-29	13F	佩森公司		436	235.38	61	215.79
2025-08-27	NP	BBVLX - Bridge Builder 大盘价值基金		1,884	81.85	291	102.08
2025-07-11	13F	远远财务顾问有限责任公司		276	79.22	43	100.00
2025-08-11	13F	CBIZ投资咨询服务有限责任公司		174	24.29	27	36.84
2025-08-12	13F	嘉信理财投资管理公司		375,826	4.80	58,050	16.06
2025-08-26	NP	EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类		3,598	71.58	556	90.07
2025-07-09	13F	布鲁斯·艾伦投资有限责任公司		2		0
2025-07-22	13F	Gsa资本合伙公司		5,034		1
2025-06-26	NP	DFUS - 维度美国股票 ETF		11,595	6.85	1,457	-10.46
2025-08-14	13F	索拉投资者有限公司		130,720	43.25	20,191	58.65
2025-08-01	13F	Envestnet资产管理公司		292,711	2.23	45,212	13.21
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Call	148,500	54.69	22,937	71.30
2025-07-11	13F	阿塞纳贡资产管理公司		17,406		2,689
2025-08-19	NP	NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合		21,092	0.72	3,258	11.54
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		7,789	16.92	979	-2.00
2025-08-14	13F	加拿大皇家银行		263,903	47.12	40,763	62.93
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		380	25.41	48	4.44
2025-08-27	NP	VBINX - 先锋平衡指数基金投资者股票 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		26,152	1.19	4,039	12.07
2025-07-31	13F	MQS 管理有限责任公司		2,191		338
2025-07-29	NP	VRNIX - Vanguard Russell 1000 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		7,126	5.32	1,022	-1.73
2025-07-17	13F	史密斯安格林金融有限责任公司		2,843	0.18	439	11.14
2025-08-05	13F	特雷杰·AP-丰登		197,588		30,519
2025-08-27	NP	CFJAX - Calvert 美国大盘价值责任指数基金 A 类		900		139
2025-07-25	NP	SCHM - 嘉信美国中型 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		117,108	2.94	16,787	-3.94
2025-08-14	13F	法灵顿资本有限公司		2,514	63.14	388	81.31
2025-08-14	13F	Glenmede投资管理有限公司		73,541		11,359
2025-08-07	13F	Readystate资产管理有限公司		2,086		322
2025-07-29	NP	VITAX - 先锋信息技术指数基金 Admiral Shares 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		606,148	2.26	86,891	-4.57
2025-08-04	13F	阿特里亚投资有限公司		22,916	0.14	3,540	10.91
2025-07-29	13F	斯特拉托斯财富合作伙伴有限公司		4,284	0.14	662	10.91
2025-06-26	NP	贝莱德基金 - iShares 罗素中型股指数机构基金 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		8,069	1.57	1,014	-14.87
2025-05-15	13F	德克萨斯州永久学校基金		113,287		14,232
2025-07-31	13F	奥本海默公司		45,265	2.35	6,992	13.34
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		2,639		378
2025-08-18	13F/A	加拿大国家银行/fi/		23,671	11,013.15	3,656	12,506.90
2025-08-25	NP	Calvert管理系列-Calvert中小盘基金I类		1,199	14.85	185	27.59
2025-07-10	13F	财富增值咨询服务有限公司		174,673	25.08	27,967	43.58
2025-08-14	13F	加拿大养老金计划投资委员会		400		62
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		2,705	3.36	388	-3.73
2025-03-27	NP	TMAAX - Thrivent 适度激进配置基金 A 类		3,924	53.34	588	27.55
2025-07-24	13F	Triodos 投资管理公司		185,000	34.35	28,558	42.87
2025-08-28	NP	SLLAX - SIMT 小盘基金 F 类		7,507	29.30	1,160	43.26
2025-08-14	13F	美世全球顾问公司 /adv		4,669	125.88	721	150.35
2025-07-30	NP	MSS 系列信托 - One Rock 基金		1,700	6.25	244	-13.52
2025-08-01	13F	中心点顾问有限责任公司		124	29.17	0
2025-08-27	NP	JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A)		55,512	57.88	8,574	74.84
2025-06-26	NP	JHMM - 约翰汉考克多因素中型 ETF		31,964	0.01	4,016	-16.20
2025-08-07	13F	洛杉矶资本管理有限公司		11,331		1,750
2025-08-12	13F	Virtu 金融有限责任公司		1,783		0
2025-08-13	13F	PharVision 顾问有限责任公司		1,412		218
2025-07-29	NP	IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 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		65,639	5.89	9,409	-1.19
2025-08-14	13F	瑞银集团		536,566	36.09	82,878	50.71
2025-07-21	13F	乐凯资产管理有限公司		7,006		1,082
2025-05-23	NP	俄亥俄州国家基金公司 - ON Janus Henderson 风险投资组合		384	1.32	54	-3.64
2025-08-12	13F	SRS 资本顾问公司		3,159	163.47	488	191.62
2025-08-04	13F	密钥银行国家协会/哦		1,614	1.64	249	12.67
2025-08-12	13F	路石控股有限责任公司		9,513	0.75	1,469	11.54
2025-08-27	NP	BBVSX - Bridge Builder 中小盘价值基金		1,220	93.34	188	113.64
2025-06-26	NP	FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,113	12.81	265	-5.36
2025-08-05	13F	GPS 财富策略集团有限责任公司		1		0
2025-08-14	13F	星云研究与开发有限责任公司		2,181		337
2025-05-23	NP	DWSH - AdvisorShares Dorsey Wright 空头 ETF	Short	-1,004		-140
2025-08-14	13F	Citadel 顾问有限公司		56,383	246.91	8,709	284.29
2025-08-14	13F	拉扎德资产管理公司		2,570	25,600.00	0
2025-08-14	13F	斯诺登资本顾问有限责任公司		3,508	21.89	542	34.91
2025-08-27	NP	CCVAX - Calvert 小盘基金 A 类		116,458	35.49	17,988	50.05
2025-08-07	13F	虎钳技术公司		4,166		643
2025-08-04	13F	汉兹金融服务公司		296	161.95	0
2025-08-08	13F/A	斯特林资本管理有限公司		2,923	112.27	451	134.90
2025-08-27	13F/A	布林克资本投资有限公司		9,319	0.55	1,440	11.38
2025-07-28	NP	AVSU - Avantis 责任美国股票 ETF		319	4.93	46	-2.17
2025-07-29	13F	经验资产管理有限责任公司		4,463	26.72	689	40.33
2025-08-12	13F	个人首席财务官解决方案有限公司		1,699	17.50	262	30.35
2025-07-09	13F	港湾资本顾问公司		12,073	30.00	2	0.00
2025-06-23	NP	MGPIX - 中型成长型深度基金投资者类别		72	46.94	9	28.57
2025-08-14	13F	第一资产管理有限公司		22,205	5,521.52	3,470	6,207.27
2025-08-14	NP	BSVSX - 贝雅小型价值基金投资者类别		20,184	13.39	3,118	25.58
2025-08-26	NP	XJH - iShares ESG 筛选标普中盘 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		4,764	2.83	736	13.78
2025-07-29	NP	CSMDX - Copeland SMID Cap 股息增长基金 I 类股票		15,747	14.99	2,257	7.32
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		2,899	35.53	364	13.75
2025-08-08	13F	等投资顾问公司		11,153	15.30	1,723	27.65
2025-08-15	13F	Captrust 财务顾问		3,027	4.63	468	15.88
2025-08-28	NP	新时代阿尔法可变基金信托 - NAA 中期增长系列		3,263	16.83	504	29.56
2025-08-27	NP	PGOAX - PGIM JENNISON 小型公司基金 A 类		163,785	2.40	25,298	13.39
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		81,925	0.79	11,744	-5.95
2025-08-08	13F	英泰投资管理有限公司		106,871	12.73	16,507	24.84
2025-06-25	NP	TDVI - FT Vest Technology Dividend Target Income ETF		667	28.02	84	6.41
2025-08-14	13F	匡蒂诺资本管理有限公司		51,021	602.19	7,881	677.89
2025-08-14	13F	美国银行 /de/		447,993	58.83	69,197	75.89
2025-03-27	NP	AASMX - Thrivent 小盘股票基金 A 类		132,195	53.23	19,819	27.40
2025-06-30	NP	VT - Vanguard Total World Stock Index Fund ETF 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		30,265	5.68	3,802	-11.44
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		2,049	11.72	294	4.27
2025-08-11	13F	贝尔投资顾问公司		35	6.06	5	25.00
2025-07-17	13F	V-Square 定量管理有限责任公司		136		21
2025-07-15	13F	毅力家族办公室有限责任公司		27	35.00	4	100.00
2025-08-13	13F	马歇尔·韦斯律师事务所		14,375		2,220
2025-08-14	13F	拉姆公司		55,788		8,617
2025-08-06	13F	里亚托财富管理有限责任公司		1		0
2025-08-13	13F	贝尔德金融集团有限公司		38,918	21.29	6,011	34.32
2025-04-29	NP	SVYAX - SIIT 美国管理波动性基金 - A 类		307		47
2025-08-06	13F	大西洋联合银行股份公司		250		39
2025-08-08	13F	史密斯菲尔德信托公司		1,443	11.43	0
2025-05-27	NP	FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		16,377	37.01	2,284	30.74
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		7,351	5.75	1,054	-1.31
2025-07-11	13F	Global X 日本株式会社		367	5.16	57	16.67
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		27,892	8.40	3,504	-9.15
2025-07-21	13F	克伦威尔控股有限公司		5		1
2025-08-13	13F	大纪元投资伙伴公司		34,338	2,217.00	5,304	2,474.27
2025-08-11	13F	道明沃特豪斯加拿大公司		50	66.67	8	75.00
2025-06-26	NP	ETEC - iShares 突破性环境解决方案 ETF		1,268	8.38	159	-9.14
2025-08-13	13F	Skandinaviska Enskilda Banken AB（出版）		1,356	43.95	209	59.54
2025-08-14	13F	简街集团有限责任公司	Call	49,700	664.62	7,677	747.24
2025-08-27	NP	RYDEX 可变信托 - 科技基金可变年金		347	42.80	54	60.61
2025-08-28	NP	XSD - SPDR(R) S&P(R) 半导体 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		222,289	7.16	34,335	18.67
2025-08-14	13F	简街集团有限责任公司	Put	7,000	84.21	1,081	103.96
2025-08-14	13F	长荣财富解决方案有限责任公司		2,138	0.28	330	11.11
2025-07-29	NP	SSMAX - Siit 中小盘股票基金 - A 类		18,139	29.66	2,600	20.99
2025-08-11	13F	Primecap 管理公司/ca/		2,215,308	20.68	342,176	33.64
2025-08-14	13F	ISAM 基金（英国）有限公司		1,984		306
2025-03-27	NP	TCAAX - Thrivent 适度保守配置基金 A 类		539	53.12	81	26.98
2025-07-31	13F	惠普伍德顾问有限公司		28	833.33	4	33.33
2025-08-27	NP	JNL 系列信托 - JNL 中盘指数基金 (I)		50,206	0.30	7,755	11.07
2025-03-27	NP	PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF		2,030	32.77	304	36.32
2025-08-14	13F	峰会步道顾问有限公司		3,459		534
2025-07-28	NP	TINT - ProShares 智能材料 ETF ProShares 智能材料		484	35.57	69	27.78
2025-07-25	NP	FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		344	17.01	49	8.89
2025-08-14	13F	联信银行		22,188	1.41	3,427	12.32
2025-08-22	NP	CVMC - Calvert 美国中盘核心责任指数 ETF		345	11.29	53	23.26
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		161,849	10.00	20,333	-7.82
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		193	6.04	24	-11.11
2025-07-25	13F	第五第三财富顾问有限责任公司		1,341		207
2025-07-31	13F	奎斯特合作伙伴有限责任公司		2,053	73.98	317	93.29
2025-08-14	13F	本杰明·爱德华兹公司		1,959		303
2025-07-25	NP	NTIAX - 哥伦比亚中盘指数基金 A 类		37,612	0.80	5,392	-5.95
2025-07-24	NP	ONEQ - 富达纳斯达克综合指数跟踪股票 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10,849	0.46	1,555	-6.21
2025-08-19	13F	咨询服务网络有限责任公司		56,950	4.53	8,224	8.21
2025-08-07	13F	休斯金融服务有限责任公司		6		1
2025-06-05	NP	GTLOX - 量化美国大盘核心股票投资组合 - 顾问股票		20,371		2,559
2025-08-26	NP	Profunds - Profunds 中型成长股副总裁		186	9.41	29	21.74
2025-08-14	13F	麦格理集团有限公司		803		124
2025-03-31	NP	BIVIX - Invenomic 基金机构类别股票		0	-100.00	0	-100.00
2025-08-04	13F	尖峰财富管理		1,033	0.10	160	11.19
2025-08-14	13F	范埃克联合公司		472,549	0.29	73	10.77
2025-08-29	NP	JAFVX - 战略股权配置信托系列资产净值		7,216	0.60	1,115	11.40
2025-07-22	NP	GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF		309	7.29	44	0.00
2025-08-28	NP	Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF		3,379	0.75	522	11.56
2025-08-27	NP	JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A)		912	85.74	141	105.88
2025-08-08	13F	IMA 财富公司		1		0
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		2,040	7.14	315	18.87
2025-08-20	NP	QMFNX - AQR MS 融合基金 N 类	Short	-165		-25
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		7,855	2.60	987	-14.04
2025-08-04	13F	奎克财富管理有限责任公司		142		22
2025-03-31	NP	FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		98,021		14,695
2025-08-26	NP	SDVY - First Trust SMID Cap Rising Dividend Achievers 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		428,842	8.62	66,239	20.29
2025-08-13	13F	XXEC 公司		52,113	48.55	8,049	64.50
2025-07-15	13F	卡迪纳尔资本管理公司		10,429	3.05	1,611	14.10
2025-08-12	13F	保德信金融公司		4,467	27.59	721	47.54
2025-08-28	NP	Humankind Benefit Corp - Humankind 美国股票 ETF		31		5
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		8,237	8.31	1,035	-9.30
2025-07-18	13F	影响资本合伙公司		4,823	1.41	745	12.22
2025-08-14	13F	顾问操作系统有限责任公司		2,629	9.40	406	21.19
2025-07-18	13F	信托金融公司		40,882	0.47	6,315	11.26
2025-08-07	13F	Montag A & Associates 公司		11,040	0.02	1,705	10.79
2025-05-15	13F	格伦梅德信托公司		83,702	1,322.78	11,675	1,257.44
2025-08-25	NP	KOOL - 北岸股票轮动 ETF		6,300		973
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 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		13,224	2.17	1,661	-14.38
2025-06-05	NP	GWILX - 女性领导力美国股票投资组合		1,267	21.36	159	1.92
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		82,562	31.03	10,372	9.80
2025-08-26	NP	IWS - iShares Russell 中盘价值 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		64,194	77.66	9,915	96.77
2025-08-07	13F	商业银行		27,432	1,696.46	4,237	1,898.58
2025-08-14	13F	塞伊投资公司		87,827	29.88	13,566	43.79
2025-08-13	13F	Centiva 资本有限合伙人		4,864		751
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		989	7.03	153	18.75
2025-08-13	13F	地理财富管理有限责任公司		91	62.50	14	100.00
2025-06-26	NP	DFSU - 维度美国可持续发展核心 1 ETF		2,265	0.22	285	-15.98
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		67,389	4.31	9,660	-2.66
2025-08-05	13F	登喜路金融有限责任公司		370	15.62	57	29.55
2025-07-15	13F	马塞科律师事务所		2		0
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,827	16.29	481	-2.64
2025-05-23	NP	IWF - iShares Russell 1000 Growth 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		87,525	3.78	12,208	-1.00
2025-08-14	13F	拉弗蒂资产管理有限责任公司		574,161	63.19	88,685	80.72
2025-06-26	NP	PQCCX - PGIM QMA 中型核心股票基金 R6 级		195	14.71	24	-4.00
2025-06-26	NP	贝莱德基金 - iShares Total 美国股市指数基金投资者 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		3,317	8.05	417	-9.57
2025-08-13	13F	贝克大道资产管理有限合伙人		9,051		1,398
2025-07-09	13F	繁荣财富管理有限责任公司		2,814	0.14	435	11.00
2025-08-20	NP	QMNIX - AQR 股票市场中性基金 I 类	Short	-21,458	135.39	-3,314	160.74
2025-07-24	13F	布莱尔·威廉公司		2,505	5.12	387	16.27
2025-08-28	NP	VNEYX - Vontobel 全球环境变化基金 Y 股		1,089	48.57	168	64.71
2025-08-15	13F	财富合作有限责任公司		39		6
2025-07-24	13F	威廉姆斯和诺瓦克有限责任公司		2,988		462
2025-08-12	13F	磁星金融有限责任公司		15,661		2,419
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级		315	101.92	49	128.57
2025-07-29	NP	GMBVX - GMO 小型股优质基金 R6 类		125,511		17,992
2025-08-27	NP	RYSIX - 电子基金投资者类别		4,188	6.21	647	17.67
2025-08-22	NP	可变保险产品基金 II - 扩展市场指数投资组合初始类别		2,325	6.90	359	18.48
2025-06-26	NP	FZIPX - 富达零扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		13,125	1.81	1,649	-14.70
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		21,706	0.76	2,727	-15.58
2025-08-07	13F	奥尔沃斯金融有限公司		2,009	516.26	310	675.00
2025-07-21	13F	Qrg 资本管理公司		1,454		225
2025-07-29	13F	私人财富管理集团有限责任公司		16	300.00	2
2025-08-11	13F	交响金融有限公司		17,454		2,696
2025-08-14	13F	卡姆登资本有限责任公司		2,451	11.97	379	23.93
2025-08-14	13F	CIBC 资产管理公司		1,571	5.01	243	16.35
2025-05-27	NP	FIIAX - 富达顾问中型 II 基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		44,300	104.15	6,179	94.77
2025-08-25	NP	TDIV - First Trust 纳斯达克科技股息指数基金 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		25,775	11.58	3,981	23.60
2025-08-01	13F	德克萨斯州教师退休制度		11,091	5.08	1,713	16.37
2025-08-26	NP	IUSV - iShares 核心标普美国价值 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		19,035	0.78	2,940	11.62
2025-07-24	13F	托莱多信托公司 Na /oh/		60		9
2025-07-29	NP	IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF 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		17,580	2.15	2,520	-4.65
2025-05-01	13F	谢克特投资顾问有限公司		2,267	7.75	316	2.93
2025-05-30	NP	SVOAX - Simt US 管理波动性基金 F 级		219		31
2025-08-27	NP	高级系列信托 - Ast Prudential Growth Allocation Portfolio		2,890	5.09	446	16.45
2025-07-22	13F	达文波特有限公司		2,824	4.59	436	15.96
2025-06-27	NP	PBD - 景顺全球清洁能源ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,414	0.71	555	-15.68
2025-06-26	NP	SMLF - iShares Edge MSCI 多因子美国小型股 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		3,904	11.26	490	-6.84
2025-08-28	NP	ITOT - iShares Core S&P Total 美国股票市场 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		51,361	2.56	7,933	13.57

GB:0LJE	US$146.58
US:OLED	US$145.39
DE:UVD	€123.50

MX:OLED / Universal Display Corporation - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家

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