机构和基金投资人持股 - 买家
在奥莱利汽车公司中开设新头寸的主要持有者包括 FCTE - SMI 3Fourteen 全周期趋势 ETF, Glenmede投资管理有限公司, FAGAX - 富达顾问成长机会基金 A 类, 塞卡诺管理有限责任公司, PRJAX - PGIM Jennison 全球机会基金 A 类, 法国集团, 七大经理有限公司, QMOM - Alpha Architect 美国量化动量ETF, 瑞穗证券美国有限公司, CLCEX - 多经理大盘成长策略基金机构类, IMC-芝加哥有限责任公司, CHB 投资集团有限责任公司, Elo 相互养老保险公司, IPEAX - Voya 大盘价值投资组合 ADV 级, 海特对冲资产管理有限责任公司, 赖斯合伙有限责任公司, 交响金融有限公司, 巅峰财务顾问有限公司, LOM资产管理有限公司, 和 EFIV - Spdr S&p 500 Esg ETF .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 69,788 | 1,387.07 | 6,290 | -6.46 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 2,535 | 1,248.40 | 228 | -15.24 | ||||
| 2025-08-14 | 13F | 前卫资本有限责任公司 | 5,460 | 1,400.00 | 492 | -5.57 | ||||
| 2025-08-26 | NP | RXI - iShares 全球非必需消费品 ETF | 35,213 | 1,334.34 | 3,174 | -9.76 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 10,414 | 939 | ||||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 55,684 | 1,371.56 | 5,019 | -7.42 | ||||
| 2025-08-05 | 13F | X-Square 资本有限责任公司 | 23,279 | 1,390.33 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 1,275 | 1,400.00 | 115 | -5.79 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 30 | 1,400.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 赫特纳资本管理公司 | 28,607 | 1,288.69 | 2,578 | -12.61 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 43,625 | 1,386.37 | 3,932 | -6.49 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 519,770 | 1,356.18 | 46,847 | -8.39 | ||||
| 2025-08-14 | 13F | 韦奇伍德合伙公司 | 185,210 | 1,370.74 | 18,775 | 12.46 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | 67,500 | 1,185.71 | 6,084 | -19.12 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 17,386 | 1,781.60 | 1,567 | 18.44 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 1,490 | 13.31 | 2,038 | 12.79 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 222,285 | 1,362.31 | 20,035 | -8.00 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 7,845 | 1,055.38 | 707 | -27.26 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 32,502 | 1,364.05 | 2,929 | -7.89 | ||||
| 2025-08-29 | NP | WEQCX - Teton Westwood C 类股票基金 | 8,895 | 1,158.13 | 802 | -20.85 | ||||
| 2025-08-29 | NP | GRW-TCW 复合股 ETF | 36,570 | 1,868.25 | 3,596 | 36.74 | ||||
| 2025-07-28 | 13F | 汉密尔顿点投资顾问有限公司 | 2,520 | 1,400.00 | 227 | -5.42 | ||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 16,140 | 1,400.00 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 9,930 | 761.23 | 895 | -45.85 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 177 | 1,375.00 | 16 | -11.76 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 60 | 1,400.00 | 5 | 0.00 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 16,597,330 | 1,353.97 | 1,495,918 | -8.52 | ||||
| 2025-08-05 | 13F | 普安特资本管理有限公司 | 10,320 | 1,400.00 | 930 | -5.58 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 7,269 | 1,170.80 | 655 | -20.02 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 3,585 | 826.36 | 323 | -41.70 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 8,471 | 1,355.50 | 763 | -8.40 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 9,759 | 658.86 | 880 | -52.28 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 64,633,699 | 1,455.47 | 5,825,435 | -2.14 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 2,730 | 1,400.00 | 246 | -5.38 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 7,635 | 1,218.65 | 688 | -17.01 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 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 | 16,785 | 1,487.98 | 1,513 | -0.13 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 200,671 | 1,413.81 | 18,086 | -4.76 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 1,154 | 1,368 | ||||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 9,968 | 1,438.27 | 898 | -3.23 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 21,060 | 1,374.79 | 1,898 | -7.19 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 437 | 1,406.90 | 39 | -4.88 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 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 | 340,710 | 1,512.14 | 30,708 | 1.43 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 247,500 | 1,322.41 | 22,307 | -10.51 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 1,740 | 1,350.00 | 157 | -8.77 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 970,240 | 1,265.65 | 87,448 | -14.08 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 4,551 | 1,377.60 | 410 | -7.03 | ||||
| 2025-07-15 | 13F | CHB 投资集团有限责任公司 | 42,413 | 4 | ||||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 3,597 | 1,405.02 | 350 | 5.11 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 132,654 | 1,465.98 | 12 | -8.33 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 26,640 | 1,358.93 | 2,401 | -8.18 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 8,065 | 1,453.95 | 727 | -2.29 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 53,065 | 1,386.41 | 4,783 | -6.49 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | 13,051 | 356.01 | 1,176 | -71.32 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,685,296 | 1,474.42 | 151,896 | -0.95 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 111,750 | 1,400.00 | 10,072 | -5.62 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,658 | 0.56 | 21,412 | 0.11 | ||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 531,000 | 1,400.00 | 47,859 | -5.63 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 645 | 1,400.00 | 58 | -4.92 | ||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 8,515 | 1,148.53 | 767 | -21.49 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 2,520 | 1,400.00 | 227 | -5.42 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 157,161 | 1,807.99 | 14,167 | 20.05 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 1,613 | 0.31 | 2,283 | 9.66 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 556,380 | 1,499.94 | 50,147 | 0.66 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 228 | 1,528.57 | 0 | |||||
| 2025-08-27 | NP | PFGRX - 胜利先锋基本面增长基金 R 类 | 1,952,777 | 1,350.15 | 176,004 | -8.76 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,215 | 110 | ||||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 72,240 | 1,428.89 | 6,511 | -3.81 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 34,019 | 3,066 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 27,269 | 1,391.74 | 2,458 | -6.15 | ||||
| 2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 21,000 | 1,893 | ||||||
| 2025-08-12 | 13F | 企业金融服务公司 | 4,305 | 1,384.48 | 388 | -6.51 | ||||
| 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 | 4,307 | 1,507.09 | 388 | 1.31 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 20,800 | 1,397.48 | 1,875 | -5.83 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 1,095,395 | 1,479.18 | 98,728 | -0.65 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 2,268,587 | 2,082.66 | 204,468 | 37.32 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 15 | 1 | ||||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 15,245 | 4.43 | 21,575 | 14.18 | ||||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 6,060 | 1,400.00 | 546 | -5.54 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 300 | 1,400.00 | 27 | -3.57 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 2,895 | 1,400.00 | 262 | -5.43 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 2,735 | 1,664.52 | 247 | 10.81 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 6,000 | 541 | |||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 2,460 | 1,620.28 | 222 | 8.33 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 5,840 | 526 | ||||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 270 | 1,400.00 | 24 | -4.00 | ||||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 10,350 | 1,422.06 | 933 | -4.31 | ||||
| 2025-05-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 2,089 | 43.08 | 2,993 | 72.85 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,855 | 1,259.52 | 291 | -1.02 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 40,491 | 601.02 | 3,649 | -55.90 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 165,990 | 1,448.70 | 14,961 | -2.57 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 55,201 | 2,141.21 | 4,975 | 41.01 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 27,210 | 2,452 | ||||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 42,405 | 1,400.00 | 3,822 | -5.63 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 12,137 | 867.86 | 1,094 | -39.14 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 17,298 | 2,134.88 | 1,559 | 40.70 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 192,581 | 1,399.15 | 17 | -5.56 | ||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg 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 | 27,060 | 2,439 | ||||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 8,779 | 1,547.09 | 791 | 3.67 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 0 | 0 | ||||||
| 2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 2,250 | 370.71 | 203 | -70.47 | ||||
| 2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 2,775 | 1,360.53 | 250 | -8.09 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 3,600 | 1,500.00 | 0 | |||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 4,649 | 12.24 | 6,579 | 22.72 | ||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 3,540 | 1,834.43 | 319 | 21.76 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 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 | 1,203 | 34.26 | 1,702 | 46.85 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 86 | 2,766.67 | 8 | 75.00 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 166,860 | 619.38 | 15,239 | -54.14 | ||||
| 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 | 1,855 | 1.92 | 2,625 | 11.46 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 30 | 2,900.00 | 3 | 100.00 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 2,435 | 1,431.45 | 219 | -3.52 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 7,878 | 1,294.34 | 710 | -12.24 | ||||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 9,281 | 2,279.74 | 836 | 86.19 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 40,390 | 4,993.32 | 3,640 | 220.42 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 352 | 0.57 | 504 | 21.45 | ||||
| 2025-07-29 | 13F | Eos管理有限合伙人 | 88,275 | 1,878.82 | 7,956 | 24.51 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 4,317,299 | 1,697.06 | 389,118 | 13.06 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 2,952 | 13.63 | 4,037 | 13.12 | ||||
| 2025-08-14 | 13F | 格鲁斯金谢夫联合公司 | 60,705 | 1,410.83 | 5,471 | -4.95 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 90 | 8 | ||||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 24,730,298 | 1,444.53 | 2,228,942 | -2.83 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 12,859 | 1,425.39 | 1,159 | -1.19 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 2,018 | 1,254.36 | 182 | -15.02 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 855 | 871.59 | 77 | -38.89 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 10,395 | 1,322.02 | 937 | -10.60 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 1,392 | 0.87 | 1,994 | 21.88 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 4,134 | 1,397.83 | 0 | |||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 1,263,916 | 1,403.05 | 114 | -5.83 | ||||
| 2025-08-15 | NP | MTCGX - M 大盘成长基金 | 2,865 | 24.57 | 258 | -88.19 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 2,900 | 1,379.59 | 261 | -6.79 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 15,344 | 1,416.21 | 1,383 | -4.62 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 3,960 | 1,345.26 | 357 | -9.18 | ||||
| 2025-08-11 | 13F | 长路投资顾问有限责任公司 | 331,295 | 1,392.99 | 29,860 | -6.07 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 20,295 | 1,321.22 | 1,829 | -10.56 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 240 | 1,400.00 | 22 | -8.70 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 64 | 39.13 | 88 | 38.10 | ||||
| 2025-08-28 | NP | QNXT - iShares 纳斯达克 100 指数前 30 ETF | 3,150 | 1,400.00 | 284 | -5.67 | ||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 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 | 618,790 | 1,357.55 | 55,772 | -8.30 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 5,961 | 1,579.15 | 537 | 5.71 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 347,819 | 1,536.87 | 31,348 | 2.98 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 204,636 | 1,632.88 | 18,441 | 9.04 | ||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 2,310 | 1,450.34 | 0 | |||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 19,589 | 1,966.35 | 1,766 | 29.97 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 138,621 | 589.83 | 12,494 | -56.60 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 2,475 | 1,418.40 | 223 | -4.29 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 1,125 | 1,775.00 | 101 | 18.82 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 59,811 | 298.82 | 5,391 | -74.91 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 5,340 | 1,387.47 | 481 | -6.42 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 5,925 | 3,266.48 | 534 | 111.90 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 435 | 1,400.00 | 39 | -4.88 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 2,291 | 1,437.58 | 206 | -3.29 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 6,000 | 1,400.00 | 541 | -5.76 | ||||
| 2025-07-14 | 13F | 海景资本管理公司 | 48,187 | 1,351.85 | 4 | 0.00 | ||||
| 2025-06-26 | NP | FLRG - 富达美国多因素 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 | 1,634 | 5.56 | 2,312 | 15.43 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 23,794 | 1,501.21 | 2,145 | 0.75 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 2,280 | 1,361.54 | 205 | -8.07 | ||||
| 2025-08-06 | 13F | 樱桃溪投资顾问公司 | 6,940 | 1,643.72 | 626 | 9.65 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 22 | 31 | ||||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 92,620 | 859.69 | 8,348 | -39.62 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 4,755 | 1,400.00 | 429 | -5.73 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 174,500 | 1,417.39 | 15,728 | -4.53 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 49,959 | 1,359.08 | 4,503 | -8.22 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 5,472 | 1,351.46 | 493 | -8.70 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 6,557 | 3,022.38 | 591 | 96.67 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 10,665 | 1,408.49 | 961 | -5.04 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 12,330 | 1,663.95 | 1,111 | 10.99 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 8,600 | 4,200.00 | 775 | 170.98 | |||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 50,732 | 964.01 | 5 | -33.33 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 3,075 | 1,400.00 | 277 | -5.46 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 5,190 | 1,400.00 | 468 | -5.66 | ||||
| 2025-08-14 | 13F | 博朗投资管理有限公司 | 439,149 | 1,292.66 | 39,580 | -12.38 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,560 | 1,292.86 | 141 | -12.50 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 19,100 | 1,721 | |||||
| 2025-08-27 | NP | TLGAX - Timothy 大型/中型成长基金 A 类 | 61,095 | 1,363.35 | 5,506 | -7.94 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 186 | 17 | ||||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 6,517 | 1,537.44 | 587 | 2.98 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 49,333 | 1,325.40 | 4,446 | -10.33 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 60 | 1,400.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 3,138,113 | 1,135.14 | 282,838 | -22.29 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 109,473 | 994.73 | 9,753 | -30.76 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 76,663 | 1,486.24 | 6,829 | -1.34 | ||||
| 2025-03-21 | NP | PASIX - PACE 另类策略投资 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 128,270 | 1,565.20 | 11,561 | 4.76 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 15,097 | 1,454.79 | 1,361 | -2.23 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 10,765 | 1,407.70 | 970 | -5.09 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 169,095 | 1,400.00 | 15,241 | -5.63 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 12,923 | 1,404.42 | 1,271 | 4.53 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 9,840 | 1,379.70 | 887 | -6.93 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 7,766 | 16.08 | 10,990 | 26.92 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 51 | 142.86 | 70 | 146.43 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 1,409,895 | 54,105.88 | 127,074 | 3,310.44 | ||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 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 | 571,980 | 1,357.09 | 51,553 | -8.33 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 1,473 | 133 | ||||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 25,800 | 1,545.41 | 2,325 | 3.52 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 5,058 | 1,396.45 | 456 | -5.99 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 6,688 | 1,353.91 | 603 | -8.65 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 6,351 | 1,415.75 | 572 | -4.67 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 993 | 525 | ||||||
| 2025-08-05 | 13F | 斯皮斯索森资本集团公司 | 157,917 | 1,427.24 | 14 | 0.00 | ||||
| 2025-08-29 | NP | EMCAX - Empiric 2500 基金 A 类 | 6,000 | 1,400.00 | 541 | -5.76 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 21,873 | 2,937.92 | 1,971 | 131.07 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 450 | 336.89 | 41 | |||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 69,413 | 1,465.12 | 6,256 | -1.53 | ||||
| 2025-07-25 | 13F | 指数基金顾问公司 | 8,280 | 746 | ||||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 6,757 | 702.49 | 609 | -49.50 | ||||
| 2025-08-26 | NP | QQEW - 第一信托纳斯达克 100 等权重指数基金 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 | 204,312 | 1,412.86 | 18,415 | -4.82 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 6,250 | 1,402.40 | 563 | -5.38 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 501 | 1,987.50 | 685 | 2,040.63 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 48,045 | 4,330 | ||||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 2,275 | 205 | ||||||
| 2025-07-23 | 13F | 哈维投资有限公司 | 972,715 | 1,348.14 | 88 | -9.37 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 2,555,995 | 1,190.39 | 230,372 | 81,303.18 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 224,737 | 1,571.78 | 20,806 | 11.37 | ||||
| 2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 27,000 | 1,400.00 | 2,434 | -5.62 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 2,355 | 1,132.98 | 212 | -22.34 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 28,590 | 1,400.00 | 2,577 | -5.64 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,062 | 7.10 | 9,657 | 6.62 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 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 | 2,927 | 1,094.69 | 264 | -24.86 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 46,960 | 5,799.50 | 4,233 | 271.23 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 12,525 | 1 | ||||||
| 2025-05-29 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 822 | 1,178 | ||||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 2,400 | 1,354.55 | 216 | -8.47 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 4,973 | 1,929.80 | 448 | 28.00 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 46,042 | 1,440.38 | 4,149 | -3.11 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 36,298 | 1,388.84 | 3,272 | -6.33 | ||||
| 2025-08-21 | NP | RTH - VanEck Vectors 零售 ETF | 121,143 | 1,443.81 | 10,919 | -2.87 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 77,631 | 1,428.77 | 6,997 | -3.82 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 5,835 | 1,403.87 | 1 | |||||
| 2025-08-12 | 13F | 联合银行 | 2,280 | 205 | ||||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 607,131 | 1,379.22 | 54,721 | -6.94 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 2,415 | 1,400.00 | 218 | -5.65 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 29,535 | 676.62 | 2,662 | -51.16 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 994 | 6.77 | 272 | 17.83 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 14,463 | 10,305.04 | 1,304 | 627.93 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 64,177 | 1,494.46 | 5,784 | 0.33 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 3,407,107 | 2,810.91 | 307,083 | 83.14 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 2,220 | 200 | ||||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 全球核心股票基金系列 I | 12,214 | 1,172.29 | 1,101 | -20.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Loomis Sayles 全球配置投资组合 A 类 | 87,657 | 1,172.60 | 7,901 | -19.94 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 185 | 825.00 | 17 | -42.86 | ||||
| 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 | 6,264 | 4.78 | 8,865 | 14.55 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 16,861 | 55.82 | 23,862 | 70.36 | ||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 2,518 | 1,246.52 | 227 | -15.36 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 199,935 | 3,080.64 | 18,020 | 100.11 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 54,548 | 1,371.88 | 4,916 | -7.40 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 24,792 | 1,359.21 | 2,235 | -8.18 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 32,436 | 1,342.88 | 2,923 | -9.22 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 9,212 | 1,631.58 | 830 | 8.92 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 33,000 | 1,400.00 | 2,974 | -5.62 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 21,551 | 1,362.08 | 1,942 | 11.16 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 3,934 | 1.60 | 5,567 | 11.10 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 4,125 | 841.78 | 372 | -40.83 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 55,486 | 1,957.32 | 5,001 | 56.35 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 32 | 966.67 | 3 | -50.00 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 535,141 | 9,049.27 | 48,232 | 475.63 | ||||
| 2025-08-13 | 13F | 纳夫有限公司 | 750 | 1,430.61 | 68 | -4.29 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 667 | 2,679.17 | 61 | 79.41 | ||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 785 | 59.88 | 1,125 | 93.13 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 47,745 | 1,476.26 | 4,303 | -0.83 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 1,665 | 166,400.00 | 150 | 14,900.00 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 2,490 | 1,400.00 | 224 | -5.49 | ||||
| 2025-08-26 | NP | Profunds - Profunds 消费者服务副总裁 | 4,310 | 1,336.67 | 388 | -9.56 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 1,110 | 1,323.08 | 100 | -9.91 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 3,611 | 325 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 1,460 | 4.36 | 2,066 | 14.14 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 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 | 6,441 | 32.80 | 9,115 | 45.21 | ||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 31,582 | 2,846 | ||||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 11,395 | 1,895.62 | 1,027 | 25.55 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 3,187 | 1,604.28 | 288 | 7.49 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 97 | 1,840.00 | 9 | 14.29 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 2,945,844 | 1,385.21 | 265,509 | -6.56 | ||||
| 2025-08-27 | NP | RYOCX - NASDAQ-100 基金投资者类别 | 92,281 | 1,359.22 | 8,317 | -8.19 | ||||
| 2025-08-28 | NP | AMGOX - 阿尔杰中型成长投资组合 I-2 级 | 21,210 | 1,912 | ||||||
| 2025-08-14 | 13F | Candlestick 资本管理有限责任公司 | 459,060 | 776.57 | 41,375 | -44.85 | ||||
| 2025-07-07 | 13F | 西联银行 | 35,747 | 452.67 | 3,222 | -65.23 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 9,180 | 1,230.43 | 827 | -16.30 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 24,585 | 1,277.31 | 2,216 | -13.38 | ||||
| 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 | 13,599 | 0.61 | 18,597 | 0.16 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 129,412 | 1,436.59 | 11,664 | -3.33 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 18,069 | 1,629 | ||||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 28,040 | 1,426.40 | 2,527 | -3.95 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 13 | 0 | ||||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 1,078,620 | 1,399.90 | 97,216 | -5.63 | ||||
| 2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 中型成长型投资组合 I 类 | 75,645 | 1,140.08 | 6,818 | -21.98 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 4,981 | 815.62 | 449 | -42.42 | ||||
| 2025-07-16 | 13F | 剑桥顾问公司 | 12,750 | 1,223.99 | 1,149 | -16.68 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 1,443,048 | 5,159.11 | 130,062 | 230.88 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 187,454 | 1,391.87 | 16,895 | -6.14 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 203,600 | 1,376.97 | 18,350 | -7.08 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 135 | 0 | ||||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 6,540 | 1,155.28 | 589 | -21.05 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 13,599 | 1,080.47 | 1,226 | -25.76 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 1,500 | 1,400.00 | 135 | -5.59 | ||||
| 2025-08-29 | NP | SUPP - 一号引擎变革供应链 ETF | 2,160 | 1,400.00 | 212 | 4.43 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 3,840 | 1,242.66 | 346 | -15.40 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 4,985 | 1,572.82 | 449 | 5.40 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 4,665 | 611.13 | 0 | |||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 3,363 | 1,878.24 | 303 | 24.69 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 1,164 | 3.93 | 1,592 | 3.45 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 4,110 | 1,679.22 | 370 | 12.12 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 5,955,288 | 1,191.46 | 536,750 | -18.75 | ||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 7,845 | 1,707.60 | 707 | 13.85 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 1,515 | 7,475.00 | 137 | 385.71 | ||||
| 2025-08-14 | 13F | 考德威尔投资管理有限公司 | 9,000 | 810 | ||||||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 189,750 | 1,310.78 | 17,102 | -11.24 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 10,294 | 1,291.08 | 928 | -12.55 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 458,464 | 1,399.77 | 41,321 | -5.64 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 81,600 | 2,105.41 | 7,355 | 38.75 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 59,135 | 1,716.19 | 5,331 | 14.28 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 157,900 | 1,562.11 | 14,078 | 5.21 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 81,900 | 977.63 | 7,302 | -31.78 | |||
| 2025-08-21 | NP | MXLGX - Great-West 大盘成长基金投资者类别 | 225,968 | 1,377.78 | 20,366 | -7.03 | ||||
| 2025-08-12 | 13F | 巴尔 ES & Co | 205,965 | 1,330.21 | 18,564 | -10.02 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 23,548 | 1,006.58 | 2,100 | -29.96 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 13,995 | 1,400.00 | 1,261 | -5.61 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 45 | 1,400.00 | 4 | 0.00 | ||||
| 2025-08-07 | 13F | 第1620章 | 15 | 1,400.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 27,359 | 2,819.85 | 2,466 | 83.68 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 8,428 | 1 | ||||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 19,562 | 1,399.00 | 1,763 | -5.67 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 66,360 | 1,400.00 | 5,981 | -5.62 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 2,670 | 1,408.47 | 241 | -5.14 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 324,072 | 1,441.51 | 28,466 | -3.87 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 6,165 | 1,445.11 | 556 | -2.80 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 29,760 | 1,350.29 | 3 | 0.00 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 4,560 | 1,400.00 | 411 | -5.75 | ||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 3,315 | 1,400.00 | 299 | -5.70 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 30 | 3 | ||||||
| 2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 157,575 | 1,368.55 | 14,202 | -7.61 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 10,127 | 1.55 | 14,332 | 11.03 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 60 | 82 | ||||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 38,500 | 3,470 | ||||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 25,392 | 2,289 | ||||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 172,768 | 1,420.31 | 15,572 | -4.35 | ||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 225 | 1,223.53 | 0 | |||||
| 2025-08-08 | 13F | 国民年金服务 | 2,055,556 | 1,434.42 | 185,267 | -3.46 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,645 | 3.21 | 10,819 | 12.85 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 8,414 | 1,399.82 | 758 | -5.60 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 165 | 2,650.00 | 15 | 100.00 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 51,595 | 1,296.72 | 4,650 | -12.11 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 150 | 1,400.00 | 14 | -7.14 | ||||
| 2025-08-06 | 13F | 帕拉贡资本管理公司 | 27,397 | 1,359.62 | 2,469 | -8.15 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 2,895 | 1,400.00 | 285 | 2.90 | ||||
| 2025-06-26 | 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 | 148,353 | 15.14 | 209,949 | 25.88 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 20,869 | 1,388.52 | 2 | -50.00 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 7,034 | 2,818.67 | 634 | 132.72 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 464,349 | 1,418.72 | 41,852 | -4.45 | ||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | 636,340 | 1,208.37 | 57,353 | -17.68 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 143,613 | 1,468.00 | 12,944 | -1.36 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 2,436 | 1,292.00 | 220 | -12.40 | ||||
| 2025-08-29 | NP | JAFGX - 资本增值信托资产净值 | 89,427 | 1,492.93 | 8,060 | 0.22 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 72,543 | 3,206.43 | 6,538 | 108.02 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 163,500 | 1,334.21 | 14,736 | -9.77 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 536 | 17.54 | 759 | 28.47 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 36,360 | 1,367.31 | 3,277 | -7.66 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 75 | 1,400.00 | 7 | -14.29 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 7 | 250.00 | 1 | -100.00 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 250 | 9.65 | 354 | 19.66 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 2,370 | 1,390.57 | 214 | -6.17 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 179,772 | 21,903.92 | 16,203 | 1,284.79 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 675 | 1,400.00 | 61 | -6.25 | ||||
| 2025-08-14 | 13F | 信托管理公司 /wi/ | 902,618 | 677.30 | 81,353 | -51.10 | ||||
| 2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 3,570 | 1,400.00 | 322 | -2.73 | ||||
| 2025-08-29 | NP | JSGAX - 约翰汉考克美国质量增长基金 A 类 | 229,515 | 928.29 | 20,686 | -35.31 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 46,632 | 4,203 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 242,500 | 21,857 | |||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 168,800 | 1,538.83 | 15,214 | 3.10 | |||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 26,909 | 1,458.14 | 2,568 | 7.90 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 525 | 1,400.00 | 47 | -6.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,098 | 1,234.85 | 369 | -15.95 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 10,860 | 1,317.75 | 979 | -10.85 | ||||
| 2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 42,480 | 1,299.21 | 3,829 | -11.98 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 1,192 | 1,116.33 | 107 | -23.57 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 3,853,598 | 1,387.96 | 347,325 | -6.39 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 350 | 1,150.00 | 32 | -22.50 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 21,694 | 2,908.88 | 1,955 | 89.44 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 465 | 1,450.00 | 42 | -2.38 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 66,776 | 1,367.28 | 6,019 | -7.69 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 7,301 | 1,646.65 | 658 | 10.03 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 651,700 | 3,520.56 | 58,738 | 127.79 | |||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 36,111 | 1,435.33 | 3,255 | -3.41 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 557,800 | 1,188.22 | 50,275 | -18.95 | |||
| 2025-05-27 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 530 | 52.74 | 759 | 130.70 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 914,960 | 296.17 | 82,465 | -75.08 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 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 | 196,002 | 1,385.31 | 17,666 | -6.55 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 4 | 5 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 26,398 | 1,596.53 | 2,379 | 6.78 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 347 | 2.36 | 475 | 1.94 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 5,731 | 969.22 | 516 | -32.72 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 4,550 | 4.72 | 6,439 | 14.49 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 24,264,217 | 1,419.81 | 2,186,934 | -4.38 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 6,984 | 1,628.71 | 629 | 8.82 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 829,080 | 1,418.68 | 74,725 | -4.45 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 23,679,108 | 1,443.07 | 2,130,866 | -3.01 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 3,296 | 1,418.89 | 297 | -4.19 | ||||
| 2025-04-17 | NP | FLRUX - 保守配置基金零售类 | 13 | 116.67 | 19 | 157.14 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 14,550 | 1,400.00 | 1,311 | -2.53 | ||||
| 2025-07-24 | 13F | 康宁公司 | 6,435 | 1,359.18 | 580 | -8.24 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 17,651,104 | 1,317.85 | 1,590,894 | -10.80 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 150 | 1,400.00 | 14 | -7.14 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 811,910 | 1,408.85 | 73,177 | -5.07 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 105 | 1,400.00 | 9 | -10.00 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 1,815 | 1,317.97 | 164 | -10.93 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 37,035 | 7,336.75 | 3 | |||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 45,149 | 1,400.47 | 4,069 | -5.61 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 6,855 | 1,433.56 | 618 | -3.59 | ||||
| 2025-08-12 | 13F | 坚果壳资产管理有限公司 | 21,000 | 1,893 | ||||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 5,876 | 105.31 | 8,316 | 124.49 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 2,721 | 1,288.27 | 245 | -12.50 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -1,087 | -98 | |||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 135 | 3,275.00 | 12 | 140.00 | ||||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 2,445 | 1,400.00 | 220 | -5.58 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 2,445 | 2.00 | 3,460 | 11.54 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 739,269 | 1,310.07 | 66,630 | -7.94 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 107,858 | 1,436.44 | 9,721 | -3.33 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 188,940 | 1,594.38 | 17 | 13.33 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 570 | 32.25 | 51 | -86.96 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 13,440 | 4,990.91 | 1,211 | 226.42 | ||||
| 2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 24,195 | 1,444.03 | 2,181 | -2.85 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 174,472 | 1,540.55 | 15,725 | 3.22 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 7,056 | 1,414.16 | 636 | -4.80 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 44,325 | 1,248.49 | 4 | -25.00 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 68,022 | 1,359.70 | 6,131 | -8.16 | ||||
| 2025-08-26 | NP | IPEAX - Voya 大盘价值投资组合 ADV 级 | 37,601 | 3,389 | ||||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 23,555 | 1,311.32 | 2,123 | -11.17 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/s&p 4 基金 (a) | 647,456 | 1,337.90 | 58,355 | -9.54 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 零售基金可变年金 | 780 | 1,429.41 | 70 | -4.11 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 21,650 | 1,362.84 | 1,951 | -7.97 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 5,415 | 1,408.36 | 484 | 2.33 | ||||
| 2025-03-27 | NP | SRHQ - SRH 美国质量 ETF | 2,223 | 9.89 | 2,877 | 23.37 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 85,231 | 1,609.75 | 7,682 | 7.56 | ||||
| 2025-07-29 | 13F | 价值观第一顾问公司 | 13,570 | 1,406.10 | 1,223 | -5.05 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 5,250 | 1,400.00 | 473 | -5.59 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 298,200 | 3,213.33 | 26,877 | 108.45 | ||||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 2,940 | 1,384.85 | 265 | -6.71 | ||||
| 2025-08-27 | NP | AWSAX - 景顺全球核心股票基金A类 | 99,259 | 1,173.53 | 8,946 | -19.87 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 32,990 | 1,648.28 | 2,973 | 9.99 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 97,749 | 1,648.64 | 8,810 | 10.03 | ||||
| 2025-08-15 | 13F | FFT财富管理有限公司 | 7,620 | 1,400.00 | 788 | 8.39 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 220,681 | 1,301.33 | 19,890 | -11.84 | ||||
| 2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 24 | 34 | ||||||
| 2025-08-29 | NP | FORTX - 亚伯拉罕堡垒基金 I 类 | 405 | 1,400.00 | 37 | -5.26 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 1,650 | 1,501.94 | 149 | 0.68 | ||||
| 2025-08-26 | NP | WTMVX - Segall Bryant & Hamill 全球大型基金 - 零售类 | 4,680 | 1,164.86 | 422 | -20.57 | ||||
| 2025-08-13 | 13F | 德布洛集团公司 | 328,500 | 1,122.10 | 29,608 | -23.11 | ||||
| 2025-08-01 | 13F | 资本投资顾问有限公司 | 70,254 | 1,355.74 | 6,332 | -8.42 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 3,675 | 22,868.75 | 331 | 1,404.55 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,818 | 13.33 | 5,403 | 23.92 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 1,698 | 28.54 | 2,434 | 55.26 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 24,585 | 1,430.82 | 2,216 | -3.70 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 4,395 | 1,870.85 | 396 | 24.14 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 3,544,083 | 1,269.25 | 319,428 | -13.85 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 6,248 | 1,359.81 | 563 | -8.16 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 36,152 | 2.41 | 49,438 | 1.95 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 5,430 | 1,400.00 | 489 | -5.60 | ||||
| 2025-08-27 | NP | RYRIX - 零售基金投资者类别 | 2,352 | 1,522.07 | 212 | 1.93 | ||||
| 2025-08-04 | 13F | 联合银行 | 194,903 | 1,379.23 | 18 | -5.56 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 1,350 | 1,400.00 | 122 | -5.47 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 81,579 | 7,937.34 | 7,353 | 405.64 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 25,695 | 1,775.55 | 2,316 | 85.94 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 9,305 | 1,327.15 | 839 | -10.28 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 340 | 465 | ||||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 3,897 | 377.57 | 5,329 | 375.80 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 2,158,740 | 1,213.97 | 194,567 | -17.33 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 3,015,950 | 1,160.92 | 271,826 | -19.32 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 38,392 | 4,427.36 | 3,460 | 185.01 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT Omega 成长基金 1 级 | 9,540 | 1,296.78 | 860 | -12.17 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 4,080 | 1,389.05 | 368 | -6.38 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 44,692 | 1,365.31 | 4,028 | -7.80 | ||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 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 | 36,871 | 1,384.94 | 3,323 | -6.58 | ||||
| 2025-08-13 | 13F | Nbw资本有限公司 | 48,771 | 1,434.16 | 4,396 | -3.49 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 10,551 | 1,420.32 | 951 | -4.43 | ||||
| 2025-07-25 | 13F | 米切尔资本管理公司 | 60,348 | 854.72 | 5,573 | -38.46 | ||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 2,979 | 0 | ||||||
| 2025-08-26 | NP | QGRPX - 瑞银美国优质增长合理价格基金 P 类 | 52,215 | 1,391.43 | 4,706 | -6.16 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 73,157 | 1,381.81 | 6,594 | -6.79 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 285 | 1,257.14 | 26 | -16.67 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 35 | 3,400.00 | 3 | 200.00 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 41,069 | 1,486.90 | 3,702 | -0.16 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 8,472 | 1,348.21 | 1 | |||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 15,126 | 1,222.20 | 1,363 | -16.79 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 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 | 7,442 | 5.55 | 10,532 | 15.40 | ||||
| 2025-07-17 | 13F | 清洁收益集团 | 8,910 | 1,400.00 | 803 | -5.53 | ||||
| 2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 45 | 1,400.00 | 4 | 0.00 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 169 | 26.12 | 239 | 55.19 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 2,715 | 1,400.00 | 245 | -5.79 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 142,190 | 1,384.86 | 12,816 | -6.58 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 203,266 | 1,373.48 | 18,320 | -7.30 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 6,894 | 18.82 | 621 | -92.53 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 9,865 | 889 | ||||||
| 2025-07-14 | 13F | 富达财富管理 | 1,254 | 1,375.29 | 113 | -6.61 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 78,834,967 | 1,404.94 | 7,105,396 | -5.32 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 5,876 | 1,479.57 | 530 | -0.75 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1,966 | 1,580.34 | 177 | 5.99 | ||||
| 2025-07-23 | 13F | 第一招商局 | 102,875 | 1,392.24 | 9,272 | -6.12 | ||||
| 2025-07-29 | NP | NQCFX - Northquest资本基金公司 | 4,500 | 1,400.00 | 406 | -5.59 | ||||
| 2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 3,203 | 1,396.73 | 289 | -5.57 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 57,405 | 1,408.28 | 5,174 | -5.12 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 28,959 | 1,149.31 | 2,610 | -21.39 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 72,179 | 1,329.57 | 6,505 | -10.06 | ||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 320 | 440 | ||||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 211,530 | 1,278.31 | 19,065 | -13.28 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 2,807,174 | 24,173.01 | 253,011 | 1,427.19 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 875 | 7.49 | 1,197 | 6.98 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 2,631 | 237 | ||||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,455 | 1,718.75 | 131 | 14.91 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 454,781 | 7,192.83 | 40,989 | 358.85 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 300 | 1,400.00 | 0 | |||||
| 2025-08-14 | 13F | 安盛公司 | 669,426 | 1,450.57 | 60,335 | -2.45 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 137,000 | 12,348 | |||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 16,071 | 1,451.25 | 1,488 | 3.34 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 10,632 | 1,405.95 | 958 | -5.24 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 49,913 | 1,337.17 | 4,499 | 112,350.00 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 25,800 | 2,325 | |||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 196,290 | 588.74 | 17,692 | -56.67 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,839 | 1,425.70 | 4,222 | -4.02 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 405 | 36 | ||||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 38,820 | 1,674.22 | 3,499 | 11.61 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 38,910 | 1,737.98 | 3,507 | 15.63 | ||||
| 2025-08-26 | NP | PGLOX - T. Rowe Price 全球消费者基金 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 | 10,470 | 1,458.04 | 944 | -1.98 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 403,096 | 1,393.56 | 36,331 | -6.03 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -703 | -63 | |||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 21,682 | 5,074.70 | 1,954 | 225.67 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 75 | 1,150.00 | 7 | -25.00 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 42,930 | 7,139.46 | 3,869 | 355.71 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 279 | 4.49 | 395 | 14.20 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 21,407 | 1,929 | ||||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 36,909 | 760.15 | 3,327 | -45.89 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 12,563 | 0.43 | 17,180 | -0.02 | ||||
| 2025-06-26 | 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 | 891 | 3,950.00 | 1,261 | 4,400.00 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 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 | 420 | 11.11 | 574 | 10.60 | ||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 615 | 1,400.00 | 55 | -5.17 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 2,550 | 1,400.00 | 230 | -5.76 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 32,685 | 1,376.29 | 2,946 | -2.71 | ||||
| 2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 755 | 1,248.21 | 68 | -15.00 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 1,806,331 | 1,437.94 | 162,805 | -3.24 | ||||
| 2025-08-26 | NP | AVEGX - 万福玛利亚成长基金 | 765,000 | 1,400.00 | 68,949 | -5.63 | ||||
| 2025-08-13 | 13F | 莱德劳财富管理有限责任公司 | 2,385 | 215 | ||||||
| 2025-08-13 | 13F | 七大经理有限公司 | 90,000 | 8,112 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 772 | 79 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 50,189 | 3,886.42 | 4,524 | 150.86 | ||||
| 2025-08-26 | NP | GGEYX - 机构成长股票基金 | 141,285 | 1,400.00 | 12,734 | -5.63 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 20,310 | 1,446.84 | 1,831 | -2.66 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 3,668 | 331 | ||||||
| 2025-08-15 | NP | LCAP——本金增值精选ETF | 2,454 | 1,847.62 | 221 | 22.78 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 15 | 200.00 | 1 | -85.71 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 150 | 1,400.00 | 14 | -7.14 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 106,815 | 15,608.09 | 9,640 | 889.73 | ||||
| 2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 27,150 | 1,400.00 | 2,447 | -5.59 | ||||
| 2025-08-13 | 13F | 麦高恩集团资产管理公司 | 2,820 | 1,400.00 | 254 | -5.58 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 1,002 | 1,254.05 | 90 | -15.09 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 13,551 | 1,436.39 | 1,221 | -3.33 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 11,400 | 1,325.00 | 1,027 | -10.38 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 27,300 | 1,265.00 | 2,461 | -14.14 | |||
| 2025-08-13 | 13F | AMJ金融财富管理 | 123,505 | 1,371.87 | 11,132 | -7.40 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 109,024 | 1,545.40 | 9,826 | 3.52 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 7,178 | 1,398.54 | 647 | -5.83 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 10,273 | 1,395.34 | 926 | -6.00 | ||||
| 2025-08-14 | 13F | 南岸银行 | 21,900 | 1,385.75 | 1,974 | -6.54 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 291 | 412 | ||||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,323 | 2.56 | 5,912 | 2.11 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 15,435 | 1,379.87 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 527,980 | 1,408.43 | 47,587 | -5.10 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 314,267 | 1,358.79 | 28,325 | -8.22 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 374 | 1,396.00 | 34 | -5.71 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 332,805 | 1,326.51 | 29,996 | -10.25 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 18,585 | 1,423.36 | 1,675 | -4.12 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 425 | 1.92 | 609 | 23.08 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 5,160 | 1,400.00 | 465 | -5.49 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 14,750 | 4,849.66 | 1,329 | 211.97 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 68,972 | 1,437.84 | 6,216 | -3.25 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 3,960 | 1,400.00 | 357 | -5.82 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,096 | 571.79 | 189 | -57.85 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 3,090 | 1,400.00 | 279 | -5.76 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 4,320 | 1,400.00 | 389 | -5.58 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 23,640 | 2,131 | ||||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 3,586 | 1,243.07 | 323 | -15.45 | ||||
| 2025-07-10 | 13F | 斯特林投资顾问有限公司 /adv | 10,038 | 3,821.09 | 626 | 71.04 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 773,610 | 1,398.87 | 70 | -6.76 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 4,965 | 1,400.00 | 447 | -5.70 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 2,757 | 1,750.34 | 248 | 16.43 | ||||
| 2025-07-31 | 13F | 沙克投资有限公司/哦 | 42,248 | 1,342.40 | 3,808 | -9.27 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 21,455 | 539.49 | 1,934 | -59.78 | ||||
| 2025-07-11 | 13F | 港湾资本顾问有限公司 | 3,870 | 346 | ||||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 4,575 | 1,400.00 | 412 | -5.50 | ||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 3,210 | 1,414.15 | 289 | -4.62 | ||||
| 2025-08-14 | 13F | 绝对合作伙伴 Gestao de Recursos Ltda | 34,862 | 2,291.08 | 3,142 | 50.48 | ||||
| 2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 57,014 | 1,401.95 | 5,139 | -5.50 | ||||
| 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 | 1,532 | 2.61 | 2,168 | 12.22 | ||||
| 2025-08-25 | NP | PSTAX - Virtus KAR 资本增长基金 A 类 | 224,715 | 1,391.93 | 20,254 | -6.14 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 1,620 | 1,428.30 | 146 | -3.31 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 211,872 | 1,045.81 | 19 | -26.92 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 98,415 | 1,120.88 | 8,870 | -23.19 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 79,644 | 1,558.21 | 7,178 | 4.33 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 14,370 | 1,441.85 | 1,295 | -3.00 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 8,376 | 1,377.25 | 755 | -7.14 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 1,122 | 1,338.46 | 101 | -9.01 | ||||
| 2025-07-29 | NP | QQQM - 景顺纳斯达克 100 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 | 171,801 | 8.78 | 234,938 | 8.30 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 915 | 1,400.00 | 82 | -5.75 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 2,257 | 1,356.13 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 16,605 | 1,406.81 | 1,497 | -5.20 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 2,167 | 201 | ||||||
| 2025-08-27 | NP | INSAX - Catalyst 内部购买基金 A 类 | 1,875 | 1,400.00 | 169 | -6.15 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 3,388 | 154.55 | 4,633 | 254.48 | ||||
| 2025-08-14 | 13F | 西特投资联营公司 | 1,350 | 1,400.00 | 0 | |||||
| 2025-08-04 | 13F | 海滨财富公司 | 8,697 | 1,425.79 | 784 | -4.04 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 2,520 | 1,400.00 | 227 | -5.42 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 41,600 | 2,211.11 | 3,749 | 45.42 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 34,493 | 4,677.42 | 3,109 | 200.58 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 79,100 | 6,491.67 | 7,129 | 314.72 | |||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 23,052 | 1,377.69 | 2,078 | -7.03 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 60,420 | 1,400.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 2,376,691 | 1,404.68 | 214,213 | -5.33 | ||||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 1,921,162 | 1,117.46 | 173,154 | -23.40 | ||||
| 2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 4,830 | 1,400.00 | 435 | -5.64 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 9,271 | 1,427.35 | 836 | -3.91 | ||||
| 2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 7,413 | 1,111.27 | 668 | -23.74 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 125,952 | 789.55 | 11,352 | -44.02 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 5,238,498 | 1,378.29 | 472,146 | -6.99 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 150 | 1,400.00 | 14 | -7.14 | ||||
| 2025-06-26 | NP | PRJAX - PGIM Jennison 全球机会基金 A 类 | 112,235 | 158,835 | ||||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 253,424 | 1,368.10 | 22,841 | -7.63 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 6,705 | 1,282.47 | 604 | -12.97 | ||||
| 2025-08-28 | NP | ARIGX - 亚里士多德成长股票基金 I 类 | 33,609 | 1,109.83 | 3,029 | -23.88 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 85,035 | 1,880.32 | 7,664 | 24.60 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 8,955 | 1,400.00 | 807 | -5.61 | ||||
| 2025-07-30 | 13F | 帕拉贡金融合作伙伴公司 | 19,500 | 1,400.00 | 1,758 | -5.64 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 2,865 | 1,400.00 | 258 | -5.49 | ||||
| 2025-07-24 | NP | PRAY - FIS 圣经责任风险管理 ETF | 745 | 1,019 | ||||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 11,085 | 2,299.35 | 999 | 51.13 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 268 | 1,476.47 | 24 | 0.00 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 673,834 | 268,359.76 | 60,733 | 16,770.00 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 368,793 | 1,399.59 | 33,239 | -5.65 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 80,378 | 1,341.24 | 7,244 | -9.33 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 1,074,836 | 720.13 | 96,875 | -48.40 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 8,078,170 | 1,651.51 | 728,100 | 10.20 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 128,385 | 1,270.76 | 11,571 | -13.76 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 14,790 | 1,333 | ||||||
| 2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 5,460 | 1,359.89 | 492 | -8.04 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 301,300 | 1,641.42 | 27,156 | 9.56 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 741 | 1,114.75 | 67 | -24.14 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 142,921 | 1,358.82 | 12,881 | -8.22 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 101,502 | 3,163.73 | 9 | 125.00 | ||||
| 2025-08-27 | NP | ESEAX - 伊顿万斯亚特兰大资本精选股票基金 A 类 | 270,117 | 1,102.50 | 24,346 | -24.35 | ||||
| 2025-07-17 | 13F | 湾桥资本集团有限责任公司 | 15,283 | 1,464.28 | 1,377 | -1.57 | ||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 52,972 | 12.75 | 72,439 | 12.25 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 135 | 1,400.00 | 12 | 0.00 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 25,558 | 1,411.41 | 2,304 | -4.91 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 15 | 1,400.00 | 1 | 0.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 2,355 | 1,400.00 | 212 | -5.36 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 4,545 | 1,342.86 | 410 | -9.31 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 120 | 500.00 | 11 | -64.29 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 90 | 8 | ||||||
| 2025-08-20 | NP | WGGNX - 威廉·布莱尔全球领袖基金 N 级 | 4,132 | 734.75 | 372 | -47.53 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 240 | 1,400.00 | 22 | -4.55 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 19,507 | 1,614.15 | 1,758 | 7.85 | ||||
| 2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 426,375 | 1,330.21 | 38,429 | -10.02 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 2,325 | 1,335.19 | 210 | -9.91 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 14,572 | 1,317.51 | 1,313 | -10.80 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 2,007 | 1,386.67 | 181 | -6.74 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 121,545 | 1,400.00 | 10,955 | -5.63 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 25,050 | 1,341.31 | 2,258 | -9.32 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 选择中盘价值基金 3 级 | 53,460 | 1,359.06 | 4,818 | -8.19 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 186 | 1,062.50 | 17 | -27.27 | ||||
| 2025-08-07 | 13F | 唐纳森资本管理有限公司 | 92,751 | 1,252.45 | 8,360 | -14.91 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 96,450 | 1,400.00 | 8,693 | -5.62 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 82 | 54.72 | 112 | 72.31 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 4,695 | 1,371.79 | 423 | -7.24 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 67,980 | 1,356.61 | 6,127 | -8.35 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 6,945 | 1,416.38 | 626 | -4.73 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 146,400 | 1,400.00 | 13,195 | -5.62 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 431 | 1,290.32 | 39 | -13.64 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 525 | 53.06 | 718 | 52.23 | ||||
| 2025-08-25 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 999 | 1,369.12 | 90 | -7.22 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 49,425 | 1,447.43 | 4 | 0.00 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 3,563 | 656.48 | 321 | -52.37 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 30,086 | 1,417.20 | 2,712 | -4.58 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 3,117 | 1,898.08 | 281 | 40.00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 10,221 | 1,635.31 | 921 | 9.25 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 992 | 1,277.78 | 89 | -13.59 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 11 | 16 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 40,051 | 1,298.92 | 3,610 | -12.00 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 507,218 | 1,215.26 | 45,716 | -17.25 | ||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 2,625 | 1,400.00 | 237 | -5.60 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 615,850 | 895.25 | 55,734 | -37.09 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 17,790 | 3,934.01 | 2 | |||||
| 2025-07-23 | 13F | Mainsail Asset Management, Llc | 5,385 | 1,404.19 | 485 | -5.27 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,979,396 | 1,066.73 | 178,403 | -26.60 | ||||
| 2025-07-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 447 | 28.08 | 611 | 55.08 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 7,510 | 1,366.80 | 677 | -7.78 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 6,492 | 1,471.91 | 585 | -1.02 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 14,550 | 1,369.70 | 1,311 | -7.55 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 16,571 | 2,418.39 | 1,494 | 58.49 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 2,530 | 1,414.97 | 228 | -4.60 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 2,401 | 3,593.85 | 216 | 132.26 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 503,712 | 4,511.48 | 45,400 | 190.13 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 15 | 1 | ||||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 1,038 | 48.29 | 1,469 | 62.03 | ||||
| 2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 429 | 38.83 | 587 | 38.21 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 30 | 3 | ||||||
| 2025-07-11 | 13F | 迪恩退休策略公司 | 56,866 | 1,430.71 | 5,123 | -3.67 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 335,966 | 4,984.23 | 30,281 | 219.88 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 146,014 | 1,344.11 | 13,160 | -9.14 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 63,519 | 1,645.51 | 5,725 | 9.80 | ||||
| 2025-08-18 | 13F | 太平洋金融服务中心 | 75 | 1,400.00 | 7 | -14.29 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 2,880 | 1,400.00 | 260 | 1.17 | ||||
| 2025-06-27 | NP | FMTM - MarketDesk 聚焦美国动量 ETF | 347 | 491 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 905 | 17.08 | 1,238 | 16.59 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 132,307 | 1,390.95 | 11,925 | -6.20 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 720 | 8.76 | 985 | 8.25 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 84 | 2.44 | 115 | 1.79 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 632 | 45.62 | 894 | 59.36 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 3,894 | 1,326.37 | 351 | -10.49 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 5,700 | 39.02 | 514 | -91.27 | |||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 2,400 | 1,400.00 | 216 | -5.68 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 3,900 | 3,800.00 | 352 | 145.45 | |||
| 2025-07-23 | 13F | Elm3 金融集团有限责任公司 | 2,275 | 1,278.79 | 205 | -13.14 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 404,901 | 1,416.71 | 36,494 | -4.58 | ||||
| 2025-07-29 | NP | JDERX - PGIM JENNISON 中型股成长基金 R 级 | 39,518 | 12.37 | 54,041 | 11.87 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 3,000 | 1,400.00 | 270 | -5.92 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 26,228 | 1,502.20 | 2,364 | 0.77 | ||||
| 2025-08-13 | 13F | RPg 家庭财富咨询有限责任公司 | 86,271 | 1,448.30 | 7,776 | -2.61 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 19,860 | 2,705.08 | 1,790 | 76.43 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 180 | 1,400.00 | 16 | -5.88 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 1,505,124 | 1,360.35 | 135,657 | -8.12 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 315 | 400.00 | 28 | -68.89 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 9,840 | 6,011.80 | 887 | 285.22 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,550 | 1,854.23 | 500 | 23.15 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 57,972 | 1,567.30 | 5,225 | 4.90 | ||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 64,145 | 1,386.21 | 5,781 | -6.50 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 435 | 1,400.00 | 39 | -4.88 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 2,791 | 969.35 | 277 | -25.74 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 2,627 | 237 | ||||||
| 2025-08-14 | 13F | 改善有限责任公司 | 3,585 | 1,393.75 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 1,510 | 4.43 | 2,137 | 14.16 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 3,390 | 1,373.91 | 306 | -7.29 | ||||
| 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 | 14,198 | 1.05 | 20,093 | 10.48 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 615 | 508.91 | 55 | -61.81 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 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 | 1,560 | 660.98 | 141 | -52.22 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 9,797 | 1,475.08 | 883 | -0.90 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 15,170 | 1,400.49 | 1,584 | 16.39 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 3,443 | 1,403.49 | 310 | -5.49 | ||||
| 2025-08-26 | NP | Profunds - Profunds 纳斯达克 100 指数副总裁 | 5,821 | 1,247.45 | 525 | -15.21 | ||||
| 2025-08-29 | NP | ETLNX - Eventide 大盘重点基金 N 类 | 64,816 | 1,352.95 | 5,842 | -8.59 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 183,431 | 1,385.03 | 16,533 | -6.57 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 67 | 1,575.00 | 6 | 20.00 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 536,905 | 1,432.79 | 48,391 | -3.57 | ||||
| 2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 689,413 | 951.99 | 62,137 | -33.81 | ||||
| 2025-06-27 | NP | ITYAX - 景顺科技基金A类 | 10,332 | 14,622 | ||||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 70 | 45.83 | 99 | 59.68 | ||||
| 2025-08-12 | 13F | 左脑财富管理有限责任公司 | 34,695 | 1,831.79 | 3,127 | 21.58 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 310 | 839.39 | 28 | -40.43 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 平衡投资组合 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 | 257,832 | 1,093.94 | 23,238 | -24.88 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 9,723 | 3.39 | 13,296 | 2.93 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 成长投资组合 I 类 | 178,455 | 1,141.43 | 16,084 | -21.90 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 8,850 | 3,440.00 | 798 | 122.63 | ||||
| 2025-07-24 | 13F | 鲍德温兄弟公司/马 | 6,255 | 1,400.00 | 564 | -5.70 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 297,035 | 1,753.11 | 27 | 18.18 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 7,155 | 1,400.00 | 1 | |||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 354 | 1,375.00 | 0 | |||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 3,362 | 303 | ||||||
| 2025-08-12 | 13F | 白松资本有限公司 | 5,175 | 1,400.00 | 466 | -5.67 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 14,897 | 1,673.45 | 1,343 | 11.65 | ||||
| 2025-08-26 | NP | ACSI - 美国客户满意度 ETF | 23,490 | 1,090.57 | 2,117 | -25.09 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 5,310 | 1,782.98 | 479 | 18.61 | ||||
| 2025-03-27 | NP | NWLG - Nuveen Winslow 大盘成长 ESG ETF | 134 | 39.58 | 173 | 57.27 | ||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 5,757 | 2,166.54 | 519 | 42.70 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 593 | 30.33 | 839 | 42.69 | ||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 56,940 | 1,390.19 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 30 | 3 | ||||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 4,905 | 490,400.00 | 442 | |||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 565,079 | 1,368.84 | 50,931 | -7.59 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 88,500 | 1,569.81 | 7,977 | 5.06 | |||
| 2025-08-14 | 13F | 瑞银集团 | 7,197,709 | 1,459.00 | 648,730 | -1.92 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 26,385 | 309.32 | 2,378 | -74.25 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 28,406 | 1,578.84 | 2,560 | 5.65 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 61,500 | 1,364.29 | 5,543 | -7.88 | |||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 10,875 | 1,400.00 | 980 | -5.59 | ||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 168 | 26.32 | 230 | 84.68 | ||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 23,880 | 1,289.18 | 2,152 | -12.59 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 13,560 | 1,400.00 | 1,222 | -5.64 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 1,500 | 1,400.00 | 135 | -5.59 | |||
| 2025-08-15 | 13F | 田纳西州财政部 | 349,035 | 1,368.82 | 31,459 | -7.59 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 3,027,830 | 1,316.47 | 272,871 | -10.90 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 68,231 | 2,597.94 | 6,150 | 69.67 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 27,489 | 2 | ||||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 6,495 | 1,343.33 | 585 | -9.16 | ||||
| 2025-08-08 | 13F | 柏灵财富合伙有限公司 | 6,747 | 1,616.79 | 608 | 7.99 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 20,940 | 1,216.15 | 1,887 | -17.20 | ||||
| 2025-08-29 | NP | CLPAX - Catalyst/Exceed Defined Risk Fund A 类 | 525 | 1,093.18 | 47 | -25.40 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 14,025 | 1,388.85 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 296,467 | 18,759.22 | 27 | 1,200.00 | ||||
| 2025-08-20 | NP | LCGNX - William Blair 大盘成长基金 N 类 | 679,490 | 1,347.57 | 61,242 | -8.93 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 90 | 8 | ||||||
| 2025-08-13 | 13F | 裸金融服务公司 | 57 | 5 | ||||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 7,650 | 1,454.88 | 689 | -2.13 | ||||
| 2025-03-20 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 7 | 9 | ||||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 24,983 | 3,157.24 | 2,252 | 104.82 | ||||
| 2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 1,290 | 1,287.10 | 116 | -12.78 | ||||
| 2025-07-22 | 13F | 优势投资伙伴有限责任公司 | 476,490 | 1,456.70 | 42,946 | -2.06 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 29,378 | 1,380.75 | 2,648 | -6.86 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 341,805 | 1,371.01 | 30,807 | -7.45 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 25 | 733.33 | 2 | -50.00 | ||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 2,329 | 1,238.51 | 210 | -16.06 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 364,867 | 5,093.84 | 32,885 | 226.79 | ||||
| 2025-08-29 | NP | TMDIX - AMG TimesSquare 中型成长基金 Z 级 | 327,900 | 1,464.41 | 29,554 | -1.58 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 1,380,600 | 857.42 | 124,433 | -39.76 | |||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 92,467 | 1,804.18 | 8,334 | 19.81 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 834,200 | 2,022.65 | 75,186 | 33.55 | |||
| 2025-04-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 3,479 | 537.18 | 4,779 | 604.72 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 6,180 | 1,400.00 | 557 | -5.59 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 690 | 1,468.18 | 62 | -1.59 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 752,105 | 1,664.30 | 67,787 | 11.00 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,737 | 859.67 | 157 | -39.77 | ||||
| 2025-07-24 | 13F | 东方银行 | 230,978 | 1,272.01 | 20,818 | -13.68 | ||||
| 2025-08-27 | NP | PJGRX - PGIM JENNISON 成长基金 R 级 | 1,022,866 | 1,323.73 | 92,191 | -10.43 | ||||
| 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 | 834,765 | 1,375.61 | 75,237 | -7.16 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 782,900 | 1,847.51 | 70,563 | 22.53 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 19 | 2 | ||||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 1,352 | 135,100.00 | 0 | -100.00 | ||||
| 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 | 398,290 | 1,178.78 | 35,898 | -19.55 | ||||
| 2025-08-14 | 13F | 马什菲尔德联合公司 | 3,855,957 | 1,239.26 | 347,537 | -15.74 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 3,645 | 1,250.00 | 329 | -15.03 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 149,659 | 1,432.61 | 13,489 | -3.58 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 340,423 | 30,682 | ||||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 144 | 2.13 | 204 | 11.54 | ||||
| 2025-07-23 | 13F | 萨默维尔·库尔特·F | 20,925 | 1,373.59 | 1,886 | -7.33 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 62,205 | 7,099.65 | 5,607 | 353.19 | ||||
| 2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 1,120,511 | 1,399.65 | 100,992 | -5.65 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 57 | 50.00 | 78 | 48.08 | ||||
| 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 | 404,200 | 1,343.57 | 36,431 | -9.18 | ||||
| 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 | 26,266 | 0.92 | 37,172 | 10.34 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 5,078 | 1,406.82 | 458 | -5.19 | ||||
| 2025-06-30 | NP | QRMI - Global X 纳斯达克 100 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 80 | 14.29 | 113 | 25.56 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 2,962,243 | 1,391.57 | 266,987 | -6.16 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 6,000 | 1,400.00 | 541 | -5.76 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 11,325 | 1,400.00 | 1,021 | -5.64 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 27,596 | 3,604.16 | 2,487 | 133.08 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 3,020 | 1,402.49 | 272 | -5.23 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 3,714 | 1,379.68 | 0 | |||||
| 2025-07-22 | 13F | 多尔蒂财富顾问有限责任公司 | 2,910 | 1,400.00 | 262 | -5.42 | ||||
| 2025-07-30 | 13F | 新墨西哥州教育退休委员会 | 40,350 | 1,400.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 9,015 | 1,809.96 | 813 | 20.12 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 66,159 | 1,854.48 | 5,963 | 22.95 | ||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 3,679 | 1,413.99 | 332 | -4.89 | ||||
| 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 | 4,463 | 11.80 | 6,103 | 11.31 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 4,290 | 1,301.96 | 387 | -11.87 | ||||
| 2025-08-14 | 13F | 阿克雷资本管理有限公司 | 9,410,714 | 989.32 | 848,188 | -31.47 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 150,480 | 1,322.98 | 13,563 | -10.48 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 36,268 | 754.37 | 3,269 | -46.26 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF | 4,785 | 431 | ||||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 259,340 | 23,374 | ||||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 2,310 | 1,400.00 | 208 | -5.45 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 432,565 | 1,463.02 | 38,987 | -1.66 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 77,535 | 1,400.00 | 6,988 | -5.63 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 5 | 7 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 554,880 | 1,671.25 | 50,011 | 11.44 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 2,346,977 | 1,277.26 | 211,533 | -13.35 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 321,000 | 1,379.26 | 29 | -9.68 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 5,964 | 1,849.02 | 538 | 22.60 | ||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 2,325 | 1,450.00 | 210 | -2.34 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 53,790 | 1,239.39 | 4,848 | -15.73 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 9,188 | 1,401.31 | 828 | -5.48 | ||||
| 2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 2,325 | 1,400.00 | 210 | -5.86 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 9,705 | 1,404.65 | 875 | -5.41 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 6,242 | 1,259.91 | 563 | -14.46 | ||||
| 2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 126 | 6.78 | 178 | 17.11 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 7,412 | 1,748.38 | 668 | 16.38 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 85,275 | 1,427.95 | 7,686 | -3.88 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 2,910 | 1,407.77 | 262 | -5.07 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 7,646 | 1,373.22 | 689 | -7.27 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,841 | 34.16 | 5,436 | 46.69 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 860 | 14.51 | 1,176 | 14.06 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 29,625 | 1,255.84 | 2,670 | -14.70 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 4,245 | 1,329.29 | 383 | -10.12 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 5,934 | 80.26 | 8,115 | 79.43 | ||||
| 2025-08-07 | 13F | 阿米卡互助保险公司 | 21,345 | 1,400.00 | 2 | -50.00 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 110,745 | 9,082.84 | 9,981 | 477.94 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 2,400 | 1,438.46 | 216 | -3.14 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 445,727 | 1,340.11 | 40,173 | -9.40 | ||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 5,040 | 1,510.22 | 454 | 1.34 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 16,662 | 1,514.53 | 1,502 | 1.56 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 1,005 | 1,400.00 | 91 | -5.26 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 228 | 21 | ||||||
| 2025-08-13 | 13F | 团结财富有限责任公司 | 141,806 | 1,382.55 | 12,781 | -6.73 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 中型成长系列初始类别 | 50,724 | 1,384.46 | 4,572 | -6.62 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 7,865 | 1,233.05 | 709 | -16.21 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 4,326 | 1,797.37 | 390 | 19.33 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 9,482,610 | 1,459.73 | 854,668 | -1.87 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 8 | 11 | ||||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 8,700 | 1,400.00 | 784 | -5.54 | ||||
| 2025-08-22 | NP | CAPE - DoubleLine Shiller CAPE 美国股票 ETF | 17,269 | 1,207.27 | 1,556 | -17.76 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 1,200 | 1,400.00 | 108 | -5.26 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 67,830 | 1,441.24 | 6 | 0.00 | ||||
| 2025-08-07 | 13F | Apeiron RIA 有限责任公司 | 2,250 | 1,400.00 | 203 | -5.61 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 1,990 | 8.15 | 2,721 | 7.68 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 816,156 | 1,227.06 | 73,560 | -16.51 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 4,095 | 1,260.47 | 369 | -14.39 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 12,240 | 1,378.26 | 1,103 | -7.00 | ||||
| 2025-08-07 | 13F | 阿米卡退休医疗信托基金 | 2,505 | 1,400.00 | 0 | |||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 6,270 | 1,567.55 | 565 | 5.02 | ||||
| 2025-05-15 | NP | PSET - 主要价格制定者指数 ETF | 615 | 7.33 | 881 | 29.75 | ||||
| 2025-08-13 | 13F | 西万特资本管理有限责任公司 | 40,095 | 1,369.76 | 3,614 | -7.55 | ||||
| 2025-06-13 | NP | GXXAX - 安本美国多股股票基金（原安本美国股票基金）A 类 | 4,516 | 6,391 | ||||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 1,320 | 1,400.00 | 119 | -6.35 | ||||
| 2025-08-29 | NP | JAMVX - Janus Henderson 中型价值投资组合服务股票 | 12,990 | 1,210.80 | 1,171 | -17.55 | ||||
| 2025-08-13 | 13F | 布鲁克兰基金管理有限公司 | Call | 661 | 60 | |||||
| 2025-08-22 | NP | FMAGX - 富达麦哲伦基金 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 | 5,333,700 | 1,357.30 | 480,726 | -8.32 | ||||
| 2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 3,120 | 1,400.00 | 281 | -5.39 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 13,928 | 1,534.74 | 1,255 | 2.87 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 23,356,114 | 1,113.55 | 2,105,087 | -23.65 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 630 | 1,400.00 | 57 | -6.67 | ||||
| 2025-08-29 | NP | QMOM - Alpha Architect 美国量化动量ETF | 73,386 | 6,614 | ||||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 12,480 | 1,363.07 | 1,125 | -7.94 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 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 | 44,001 | 1,382.51 | 3,966 | -6.73 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 43,649 | 1,428.33 | 3,934 | -3.84 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 2,270 | 205 | ||||||
| 2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 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 | 20,860 | 2,537.17 | 1,880 | 125.15 | ||||
| 2025-08-27 | NP | TLVAX - Timothy 大/中型价值基金 A 类 | 70,515 | 1,400.00 | 6,356 | -5.63 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 11,112 | 82.49 | 1,002 | -88.52 | ||||
| 2025-08-14 | 13F | Ironvine 资本合伙人有限责任公司 | 252,957 | 1,406.50 | 22,799 | -5.22 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 2,628 | 1,312.90 | 237 | -11.28 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 127,302 | 0.33 | 180,158 | 9.70 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 34 | 0 | ||||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 63,414 | 1,219.20 | 5,715 | -17.01 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 5,160 | 1,458.91 | 465 | -1.90 | ||||
| 2025-08-14 | 13F | 联信银行 | 211,776 | 1,472.44 | 19,087 | -1.07 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 149,167 | 1,649.55 | 13,444 | 10.07 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 50,932 | 2,106.76 | 5 | 33.33 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 25,588 | 4,143.45 | 2,306 | 167.21 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 311,632 | 28,087 | ||||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 22,326 | 2,012 | ||||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 52,445 | 1,295.18 | 5 | -20.00 | ||||
| 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 | 434,378 | 1,393.63 | 39,150 | -6.03 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 401,507 | 1,584.95 | 36,188 | 6.01 | ||||
| 2025-08-14 | 13F | 顶峰家庭顾问有限责任公司 | 80,526 | 1,365.71 | 6,787 | -13.75 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 56,606 | 1,384.55 | 5,102 | -6.61 | ||||
| 2025-07-28 | 13F | 白羊座财富管理 | 4,965 | 1,400.00 | 447 | -5.70 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 38,411 | 1,460.79 | 3,462 | -1.82 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 55,054 | 1,091.90 | 4,962 | -25.01 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 25,115 | 1,532.96 | 2,264 | 2.72 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 83,613 | 1,611.98 | 7,536 | 7.70 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 202,641 | 3,271.73 | 18 | 125.00 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 763,385 | 1,312.29 | 68,804 | -11.15 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 630 | 1,400.00 | 57 | -6.67 | ||||
| 2025-07-17 | 13F | 景顺有限公司 | 3,841 | 1,412.20 | 346 | -4.68 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 3,536 | 1,190.51 | 319 | -18.67 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 4,607,950 | 1,432.61 | 415,315 | -3.58 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 26,655 | 1,540.31 | 2,402 | 3.22 | ||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 258 | 128.32 | 365 | 150.00 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 16,455 | 1,594.64 | 1,483 | 6.61 | ||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 7,275 | 1,387.73 | 649 | -5.81 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 7,725 | 1,400.00 | 696 | -5.56 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 8 | 14.29 | 11 | 22.22 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 90,534 | 8,160 | ||||||
| 2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 56,689 | 5,109 | ||||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 9,206 | 1,426.70 | 830 | -3.94 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 57,859 | 1,527.08 | 5,215 | 2.36 | ||||
| 2025-08-08 | 13F | 第1776章 | 7,035 | 1,338.65 | 634 | -9.43 | ||||
| 2025-07-14 | 13F | 克里奥资产管理有限责任公司 | 250,230 | 1,258.17 | 22,553 | -14.55 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 958 | 1,420.63 | 86 | -4.44 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 15,985 | 1,441 | ||||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 中盘投资组合 | 2,580 | 1,400.00 | 233 | -5.69 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 11,914 | 1,735.75 | 1,074 | 15.50 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 165 | 15 | ||||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 50,989 | 6,273.62 | 4,596 | 300.96 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 725,222 | 0.30 | 991,741 | -0.15 | ||||
| 2025-08-14 | 13F | 南街顾问有限责任公司 | 186,910 | 1,371.27 | 16,846 | -7.43 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 50,819 | 1,821.32 | 4,580 | 20.88 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 19,125 | 2,733.33 | 1,724 | 78.36 | ||||
| 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 | 1,124,240 | 1,312.20 | 101,328 | -11.15 | ||||
| 2025-08-15 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 20,501 | 4,356.74 | 1,848 | 180.70 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 171,065 | 1,494.86 | 15,418 | 0.34 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 20,265 | 1,400.00 | 1,826 | -5.63 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -1,204 | -109 | |||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 14,166 | 1,360.41 | 1,277 | -8.14 | ||||
| 2025-07-15 | 13F | Ccm 投资顾问有限公司 | 12,465 | 1,405.43 | 1,123 | -5.31 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 50,115 | 1,600.54 | 4,517 | 6.99 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 4,295 | 1,250.63 | 387 | -14.76 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 516,000 | 47 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 3,508,754 | 1,824.70 | 316 | 21.07 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 2,970 | 1,400.00 | 268 | -5.65 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 3,704 | 1,364.03 | 334 | -8.01 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 56,940 | 3,958.45 | 5,132 | 155.45 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 194,235 | 1,008.58 | 17,506 | -30.27 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 2,730 | 722.29 | 246 | -48.21 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 246,570 | 836.42 | 22,223 | -41.09 | ||||
| 2025-08-26 | NP | QCGRRX - R1 级增长账户 | 3,073,200 | 2,148.69 | 276,988 | 41.48 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 64,215 | 723.37 | 5,788 | -48.20 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 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 | 7,425 | 2,744.83 | 669 | 486.84 | ||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 2,575 | 35.88 | 3,644 | 48.61 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 15,075 | 1,400.00 | 1,359 | -5.63 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 150 | 1,400.00 | 14 | -7.14 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 56,914 | 1,369.89 | 5,130 | -7.52 | ||||
| 2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 88,522 | 929.09 | 7,978 | -35.26 | ||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 52,059 | 2,483.57 | 4,692 | 62.58 | ||||
| 2025-08-29 | NP | JMIVX - Janus Henderson 中盘价值基金 L 级 | 229,410 | 1,141.26 | 20,677 | -21.91 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 3,000 | 270 | |||||
| 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 | 900 | 1,274 | ||||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 76,254 | 2,194.04 | 6,873 | 44.34 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 1,360,864 | 1,386.49 | 122,655 | -6.48 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 36,930 | 3,329 | ||||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 60,187 | 1,290.00 | 5,434 | -12.40 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 30,982 | 21,718.31 | 2,792 | 1,275.37 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 98,020 | 1,365.17 | 8,835 | -7.82 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 135,120 | 1,383.53 | 12,178 | -6.66 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 4,358 | 393 | ||||||
| 2025-08-13 | 13F | NKCFO有限公司 | 1,170 | 1,400.00 | 0 | |||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 17,655 | 1,402.55 | 1,591 | -5.47 | ||||
| 2025-08-06 | 13F | Spurstone 咨询服务有限公司 | 450 | 41 | ||||||
| 2025-08-12 | 13F | 富通资本管理有限公司 | 6,670 | 1,226.04 | 601 | -16.53 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 20,295 | 1,829 | ||||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 90,200 | 1,392.14 | 8 | 0.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Jennison Growth Portfolio A 类 | 310,470 | 1,400.00 | 27,983 | -5.63 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 4,356,249 | 1,558.23 | 393 | 4.26 | ||||
| 2025-08-14 | 13F | 海特对冲资产管理有限责任公司 | 36,396 | 3,280 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/AQR 大盘防御型基金 (I) | 63,075 | 1,271.49 | 5,685 | -13.72 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 1,776 | 0.28 | 2,513 | 9.64 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 56,139 | 1,400.64 | 5,060 | -5.58 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 20,055 | 1,016.03 | 1,808 | -29.80 | ||||
| 2025-07-25 | NP | MFEGX - MFS成长基金A | 246,509 | 25.33 | 337,101 | 24.77 | ||||
| 2025-08-12 | 13F | 种子投资者有限责任公司 | 4,916 | 1,119.85 | 443 | -23.22 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 110,168 | 609.11 | 9,929 | -55.38 | ||||
| 2025-08-13 | 13F | 丹尔财富管理有限公司 | 1,979 | 202 | ||||||
| 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 | 63,294 | 8.32 | 89,574 | 18.43 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 98,001 | 1,320.30 | 8,833 | -10.64 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 9,627,253 | 1,365.03 | 867,704 | -7.83 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 21 | 2,000.00 | 2 | 0.00 | ||||
| 2025-08-28 | 13F | 汇添富资产管理有限公司 | 19,409 | 1,271.66 | 1,749 | -13.71 | ||||
| 2025-08-06 | 13F | 南州公司 | 452 | 786.27 | 41 | -45.21 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 7,140 | 1,393.72 | 644 | -1.08 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 107,940 | 1,163.79 | 9,729 | -20.49 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 70,900 | 70,800.00 | 6 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 43,800 | 1,116.67 | 4 | -40.00 | |||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 590 | 58,900.00 | 53 | 5,200.00 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 129,821 | 1,503.92 | 11,701 | 0.91 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 45,781 | 25,054.40 | 4,126 | 1,486.92 | ||||
| 2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 111,285 | 1,400.20 | 10,030 | -5.61 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 22,860 | 1,400.00 | 2,060 | -5.63 | ||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 6,990 | 1,400.00 | 624 | -0.48 | ||||
| 2025-07-29 | NP | PARNX - Parnassus 基金投资者股票 | 105,943 | 1,081.87 | 9,549 | -25.64 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 6,206 | 3,754.66 | 559 | 143.04 | ||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 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 | 45,540 | 1,209.75 | 4,105 | -17.61 | ||||
| 2025-07-18 | 13F | 德尔泰克资产管理有限公司 | 13,890 | 1,252 | ||||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 1,295 | 1,771 | ||||||
| 2025-04-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 20,606 | 4.76 | 29,162 | 14.54 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 45 | 4 | ||||||
| 2025-08-12 | 13F | 安普夸银行 | 4,635 | 1,761.45 | 425 | 19.10 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 121,543 | 524.19 | 10,955 | -60.68 | ||||
| 2025-08-29 | NP | 加贝利股权信托公司 | 441,250 | 1,378.22 | 39,770 | -7.00 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 20,405 | 1,485.47 | 1,884 | 2.17 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 3,111 | 0 | ||||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 18,960 | 1,400.00 | 1,709 | -5.64 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 1,993 | 49,725.00 | 180 | 5,866.67 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 14,643 | 5.64 | 20,723 | 15.50 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value VI 基金 I 类 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 | 2,055 | 185 | ||||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 5 | 25.00 | 7 | 40.00 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 43,433 | 1,398.72 | 3,915 | -5.73 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 5,801 | 1,489.32 | 523 | 0.00 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 9,930 | 1,400.00 | 1 | |||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 44,695 | 1,243.81 | 4,028 | -15.45 | ||||
| 2025-07-21 | 13F | Clarity 资本合作伙伴有限责任公司 | 6,000 | 1,400.00 | 541 | -5.76 | ||||
| 2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 23,205 | 2,091 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级 | 49,709 | 1,275.84 | 4,480 | -13.43 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 326,209 | 1,358.18 | 29,401 | -8.26 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 137,580 | 1,562.60 | 12,400 | 4.61 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - Nasdaq-100® 指数投资组合 | 13,149 | 1,319.98 | 1,185 | -10.63 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 450 | 1,400.00 | 41 | -4.76 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 12,206,801 | 1,848.33 | 1,100,199 | 22.58 | ||||
| 2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 223,227 | 1,564.63 | 20,119 | 4.73 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 517,294 | 1,367.21 | 46,624 | -7.69 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 5,785 | 521 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 27,746 | 1,366.49 | 2,501 | -7.75 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 2,305 | 238 | ||||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 102,320 | 1,416.30 | 9,259 | -4.07 | ||||
| 2025-07-29 | NP | PARMX - Parnassus 中盘基金投资者股票 | 583,470 | 911.74 | 52,588 | -36.35 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 2,805 | 1,316.67 | 0 | |||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 1,239,148 | 1,103.37 | 111,684 | -24.29 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 36,810 | 1,331.18 | 3,318 | -9.96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 86,027 | 1,110.62 | 7,754 | -23.83 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 9,425 | 1,354.48 | 849 | -8.51 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 16,275 | 1,574.38 | 1,467 | 5.32 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 1,196 | 1.61 | 1,636 | 1.18 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 174 | 23.40 | 246 | 35.16 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 58,132 | 1,248.46 | 5,239 | -15.16 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 4,314 | 1,419.01 | 389 | -4.43 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 275,096 | 1,403.01 | 24,794 | -5.42 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 2,724 | 1,917.78 | 246 | 26.94 | ||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 128,843 | 1,378.74 | 11,613 | -6.96 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 1,535 | 518.95 | 138 | -61.13 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 51,694 | 1,371.51 | 4,659 | -7.41 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 345,730 | 1,445.92 | 31,116 | -2.67 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 2,275 | 1,192.61 | 205 | -18.65 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 878,445 | 1,647.31 | 78,419 | 9.16 | ||||
| 2025-07-07 | 13F | 佛得资本管理公司 | 41,983 | 1,524.10 | 3,784 | 2.16 | ||||
| 2025-05-29 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 896 | 1,284 | ||||||
| 2025-06-26 | NP | NUGO - Nuveen 增长机会 ETF | 23,362 | 33,062 | ||||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 616 | 1,239.13 | 56 | |||||
| 2025-08-15 | NP | FMIHX - 大盘基金投资者类别 | 225,000 | 650.00 | 20,279 | -52.81 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 5,006 | 1,855.47 | 451 | 23.22 | ||||
| 2025-08-08 | 13F | 财富联盟 | 4,567 | 1,300.92 | 412 | -11.80 | ||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 105 | 1,400.00 | 9 | -10.00 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 4,992 | 4.46 | 7,065 | 14.19 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 982 | 89 | ||||||
| 2025-08-14 | 13F | 克利福德集团有限责任公司 | 2,295 | 1,400.00 | 207 | -5.94 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 214,946 | 1,811.99 | 19,373 | 20.29 | ||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 4,725 | 1,395.25 | 426 | -5.97 | ||||
| 2025-08-14 | 13F | 弗吉尼亚伦敦公司 | 794,815 | 1,387.39 | 71,637 | -6.42 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 396,799 | 28,905.77 | 35,763 | 1,725.57 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 1,580,484 | 1,385.19 | 142,449 | -6.56 | ||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 9,530 | 1,480.43 | 859 | -0.58 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 514,369 | 1,392.61 | 46,360 | -6.09 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 11,527 | 1,424.74 | 1,039 | -4.16 | ||||
| 2025-08-22 | NP | FMKFX - 富达麦哲伦 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 | 48,235 | 1,381.87 | 4,347 | -6.78 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 450 | 1,400.00 | 41 | -4.76 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 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 | 904,317 | 2,052.78 | 81,506 | 35.44 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 7,825 | 1,678.41 | 705 | 11.90 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 75 | 7 | ||||||
| 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 | 88,656 | 6.24 | 121,237 | 5.77 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 13,189 | 1,588.73 | 1,189 | 6.26 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 5,160 | 465 | ||||||
| 2025-07-08 | 13F | 化学财富管理有限责任公司 | 2,325 | 1,481.63 | 210 | -0.48 | ||||
| 2025-08-13 | 13F | 绿丰资产管理有限公司 | 2,895 | 1,221.92 | 261 | -16.93 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 4,200 | 1,165.06 | 379 | -20.42 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 195 | 18 | ||||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 5,745 | 1,411.84 | 518 | -4.96 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 19,122 | 1,330.22 | 1,723 | -10.03 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 10,009 | 4,428.96 | 902 | 185.44 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 7,905 | 541.64 | 712 | -45.27 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 375 | 158.62 | 34 | -84.06 | ||||
| 2025-08-14 | 13F | 货币管理集团公司 | 26,950 | 1,296.37 | 2,429 | -12.12 | ||||
| 2025-07-14 | 13F | Kfg 财富管理有限公司 | 7,217 | 1,475.76 | 650 | -0.91 | ||||
| 2025-08-26 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 4,860 | 1,272.88 | 438 | -13.61 | ||||
| 2025-07-18 | 13F | 佩勒姆资本有限公司 | 118,710 | 1,284.37 | 10,699 | -12.90 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 153,400 | 1,271.11 | 13,826 | -13.74 | ||||
| 2025-07-30 | 13F | 帕拉贡顾问有限责任公司 | 19,077 | 1,384.59 | 1,719 | -6.58 | ||||
| 2025-08-11 | 13F | GKV资本管理有限公司 | 82,650 | 1,400.00 | 7,449 | -5.63 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 135 | 1,400.00 | 12 | 0.00 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 373,697 | 1,501.44 | 33,681 | 0.75 | ||||
| 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 | 1,665 | 1,400.00 | 150 | -5.66 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 914 | 16.58 | 1,293 | 27.51 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 114,241 | 1,380.00 | 10,297 | -6.89 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 4,335 | 1,389.69 | 391 | -6.25 | ||||
| 2025-08-14 | 13F | 新弗农投资管理有限公司 | 18,000 | 1,400.00 | 1,622 | -5.64 | ||||
| 2025-04-28 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 684 | 4.11 | 940 | 15.07 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 165 | 1,550.00 | 15 | 0.00 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -365 | -33 | |||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 10,249 | 226.19 | 924 | -79.49 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 612,389 | 55,195 | ||||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 3,792 | 1,392.91 | 342 | -6.32 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 105 | 1,400.00 | 9 | -10.00 | ||||
| 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 | 19,155 | 1,481.75 | 1,726 | -0.46 | ||||
| 2025-08-29 | NP | LSWWX - Loomis Sayles 全球配置基金 Y 级 | 666,227 | 1,175.39 | 60,047 | -19.76 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 209,653 | 1,494.93 | 18,896 | 0.35 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 276,464 | 1,390.69 | 24,918 | -6.21 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,935 | 1,708.41 | 174 | 13.73 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 1,014 | 1,391.18 | 91 | -5.21 | ||||
| 2025-08-27 | NP | TLLVX - 大盘价值基金 | 9,683 | 1,635.30 | 873 | 9.14 | ||||
| 2025-08-11 | 13F | 文艺复兴集团有限公司 | 414,147 | 1,318.36 | 37,327 | -10.76 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 3,532 | 1,768.78 | 318 | 17.78 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 75 | 7 | ||||||
| 2025-07-17 | 13F | 沃克资产管理有限责任公司 | 146,574 | 1,420.00 | 13,211 | -4.37 | ||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 63,915 | 7,428.27 | 5,761 | 373.68 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 3,600 | 1,400.00 | 324 | -5.54 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 95 | 1,257.14 | 9 | -20.00 | ||||
| 2025-07-11 | 13F | 弗鲁斯投资管理公司 | 4,500 | 1,400.00 | 0 | |||||
| 2025-07-29 | 13F | 阿里斯顿服务集团 | 4,260 | 1,400.00 | 384 | -5.67 | ||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 1,262 | 15.36 | 1,726 | 14.85 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 5,141 | 1,135.82 | 463 | -22.18 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 156,975 | 1,374.36 | 14,145 | -7.22 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 2,768 | 1,404.35 | 249 | -5.32 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 45 | 4 | ||||||
| 2025-07-17 | 13F | 西方金融公司/CA | 22,157 | 1,385.05 | 1,997 | -6.55 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 218,662 | 1,486.69 | 19,708 | -0.17 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 345 | 1,400.00 | 31 | -3.12 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 315 | 1,400.00 | 28 | -6.67 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 37,100 | 1,666.67 | 3,344 | 11.14 | |||
| 2025-07-09 | 13F | 防波堤投资管理 | 15 | 1,400.00 | 1 | 0.00 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 65,199 | 1,391.63 | 5,876 | -6.15 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 11,976 | 1,473.72 | 1,079 | -1.01 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 35,500 | 1,214.81 | 3,200 | -17.27 | |||
| 2025-07-15 | 13F | 百达北美顾问公司 | 121,838 | 1,372.36 | 10,981 | -7.36 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 3,138 | 1,415.94 | 0 | |||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 510 | 367.89 | 697 | 367.79 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 19,303 | 1,006.82 | 1,740 | -30.38 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,130 | 1,131.21 | 192 | -22.67 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 104,325 | 1,400.00 | 9,403 | -5.63 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 1,320 | 16.50 | 1,805 | 16.00 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 27,093 | 482.65 | 2,442 | -63.35 | ||||
| 2025-07-24 | 13F | 莱斯特·默里 Antman dba SimplyRich | 4,005 | 1,452.33 | 0 | |||||
| 2025-08-12 | 13F | 圣尼古拉斯私人资产管理公司 | 32,361 | 1,405.86 | 2,917 | -5.26 | ||||
| 2025-07-30 | 13F | 道德公司 | 66,888 | 1,977.91 | 5,964 | 29.41 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 12,320 | 1,525.33 | 1,110 | 2.30 | ||||
| 2025-08-12 | 13F | 伟克资本管理公司 | 54,205 | 1,395.31 | 4,885 | -5.93 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 45 | 1,400.00 | 4 | 0.00 | ||||
| 2025-07-18 | 13F | 社区金融服务集团有限责任公司 | 46,581 | 1,432.27 | 4,198 | -3.61 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 472 | 1.72 | 668 | 11.17 | ||||
| 2025-07-17 | 13F | 奥弗布鲁克管理公司 | 141,999 | 1,449.36 | 12,798 | -2.52 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 2,010 | 200,900.00 | 181 | 14.56 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 23,733 | 1,353.34 | 2,139 | -8.55 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 107,525 | 9,691 | ||||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,461 | 9,143.21 | 2,024 | 481.61 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 5,592 | 1,475.21 | 504 | -0.79 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 555,472 | 1,531.49 | 50,065 | 2.64 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 2,254 | 787.40 | 203 | -44.08 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 11,688 | 1,053 | ||||||
| 2025-08-14 | 13F | 大和证券集团公司 | 308,177 | 2,094.21 | 28 | 35.00 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 16,100 | 2,583.33 | 1,451 | 68.92 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 10,650 | 1,423.61 | 960 | -4.20 | ||||
| 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 | 15,902 | 1,343.01 | 1,433 | -9.19 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 650,039 | 1,399.55 | 59 | -6.45 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 4,185 | 1,237.06 | 377 | -15.85 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 36,954 | 1,354.88 | 3,331 | -8.47 | ||||
| 2025-08-26 | NP | AZNAX - AllianzGI 收入与增长基金 A 类 | 140,475 | 1,952.23 | 12,661 | 29.11 | ||||
| 2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 21,003 | 10.37 | 28,722 | 9.87 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 2,847 | 1,360.00 | 257 | 10.82 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 9,915 | 2,631.40 | 894 | 71.73 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 15,195 | 1,389.71 | 1,370 | -6.30 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 3,180 | 1,400.00 | 287 | -5.61 | ||||
| 2025-08-12 | 13F | 马文和帕尔默联合公司 | 32,465 | 1,270.41 | 2,926 | -13.76 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 全国基金 I 类 | 106,200 | 1,207.08 | 9,572 | -17.77 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 54,115 | 1,184.48 | 4,877 | -19.19 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 633 | 1,443.90 | 65 | 14.29 | ||||
| 2025-08-28 | NP | LGLV - SPDR SSGA 美国大盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,723 | 1,341.75 | 6,284 | -9.28 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 857,645 | 1,345.75 | 77,300 | -9.04 | ||||
| 2025-08-14 | 13F | 战略财富设计师 | 9,473 | 1,437.82 | 854 | -3.29 | ||||
| 2025-08-28 | NP | CPAI - Counterpoint 量化股票 ETF | 21,407 | 1,929 | ||||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 63,206 | 7,050.00 | 5,697 | 349.92 | ||||
| 2025-07-08 | 13F | 五重奏私人银行（欧洲）SA | 450 | 1,400.00 | 41 | -4.76 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 5,651 | 1,410.96 | 509 | -4.86 | ||||
| 2025-08-26 | NP | QLMVIX - ClearBridge 可变大盘价值投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,000 | 1,400.00 | 4,056 | -5.63 | ||||
| 2025-07-29 | 13F | Hartline 投资公司/ | 26,715 | 1,400.00 | 2,408 | -5.64 | ||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 4,215 | 1,378.95 | 380 | -4.29 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 48,880 | 2,069.55 | 4,406 | 36.50 | ||||
| 2025-08-26 | NP | VGIIX - 摩根大通成长和收益基金 I 类 | 443,079 | 1,203.44 | 39,935 | -17.99 | ||||
| 2025-08-27 | NP | LOGO - Alpha Brands(TM) 消费领袖 ETF | 5,739 | 517 | ||||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 3,510 | 1,400.00 | 316 | -5.67 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 149,117 | 1,418.81 | 13,440 | -4.45 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 73,825 | 1,389.91 | 6,654 | -6.27 | ||||
| 2025-08-13 | 13F | 挪威银行 | 10,812,330 | 974,515 | ||||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,878 | 3,078.69 | 350 | 100.57 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,098,319 | 1,123.02 | 98,991 | -23.05 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 14,900 | 1,343 | |||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 14,116,976 | 1,820.93 | 1,272,363 | 20.85 | ||||
| 2025-07-22 | 13F | JSF 金融有限责任公司 | 11,541 | 1,602.21 | 1,040 | 7.11 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 162,428 | 1,390.44 | 14,640 | -6.23 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 7,798 | 1,330.83 | 703 | -10.00 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 2,912,355 | 1,419.65 | 262,491 | -4.39 | ||||
| 2025-07-15 | 13F | 家庭投资中心有限公司 | 3,930 | 1,400.00 | 354 | -5.60 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 16,248 | 1,085.12 | 1,464 | -25.46 | ||||
| 2025-08-26 | NP | BTBFX - 波士顿信托资产管理基金 | 67,500 | 1,400.00 | 6,084 | -5.63 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 128,384 | 1,412.54 | 11,571 | -4.84 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 2,011 | 15.18 | 2,750 | 14.68 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 750 | 343.79 | 68 | -72.31 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 3,030 | 273 | ||||||
| 2025-08-13 | 13F | 芭芭拉石油公司 | 15,000 | 1,400.00 | 1,352 | -5.66 | ||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 7,440 | 1,400.00 | 671 | -5.63 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 54,087 | 1,511.65 | 4,875 | 1.39 | ||||
| 2025-07-18 | 13F | 社区银行与信托，德克萨斯州韦科 | 11,700 | 1,400.00 | 1 | 0.00 | ||||
| 2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 20,914 | 1,072.97 | 1,885 | 16.30 | ||||
| 2025-05-29 | NP | JACFX - 约翰汉考克中型成长基金类别资产净值 | 19,503 | 58.87 | 27,940 | 91.94 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 3,240 | 1,400.00 | 292 | -5.50 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 38,646 | 1,338.79 | 3,483 | -9.46 | ||||
| 2025-08-27 | NP | HSUAX - Rational Dynamic Brands 基金 A 类股票 | 19,125 | 2,733.33 | 1,724 | 78.36 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 13,603 | 1,005.04 | 1,226 | -30.46 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 875,716 | 1,420.23 | 78,928 | -4.36 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 15,030 | 1,174.81 | 1,355 | -19.83 | ||||
| 2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 891 | 215.96 | 80 | -80.15 | ||||
| 2025-08-01 | 13F | 第一国民信托公司 | 76,812 | 1,358.92 | 6,923 | -8.21 | ||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 4,740 | 2,006.67 | 427 | 32.61 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 12,353 | 2,395.56 | 1,113 | 56.98 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 95,875 | 1,323.96 | 9 | -11.11 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 370 | 38.58 | 506 | 37.98 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 1,475 | 133 | ||||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 3,075 | 1,400.00 | 277 | -5.46 | ||||
| 2025-07-14 | 13F | 梅森有限责任公司 | 20,085 | 1,295.76 | 1,810 | -12.18 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 209,025 | 1,490.03 | 18,839 | 0.04 | ||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 199,650 | 1,152.43 | 17,994 | -21.20 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 121,589 | 1,366.16 | 11 | -9.09 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 4,400 | 397 | |||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 77 | 2.67 | 105 | 1.94 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 2,900 | 261 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 6,960 | 1,400.00 | 627 | -5.57 | ||||
| 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 | 1,100 | 1,557 | ||||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 132 | 842.86 | 12 | -45.00 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 280,329 | 1,725.30 | 25,002 | 15.51 | ||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 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 | 13,541 | 1,220 | ||||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 663 | 1,281.25 | 60 | -13.24 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 180,138 | 1,963.44 | 16,216 | 29.50 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 5,805 | 1,400.00 | 523 | -5.60 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 657,525 | 668.50 | 59,263 | -51.65 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 65,928 | 5.93 | 90,157 | 5.46 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 3,307 | 1,856.80 | 298 | 23.14 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 2,314 | 1,518.18 | 209 | 1.96 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 2,700 | 1,073.91 | 243 | -26.14 | ||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 135,093 | 1,123.56 | 12,176 | -23.03 | ||||
| 2025-07-30 | 13F | 德纳利顾问有限公司 | 17,820 | 1,370.30 | 1,606 | -7.49 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 69,930 | 1,400.00 | 6,303 | -5.63 | ||||
| 2025-07-17 | 13F | 西德卢瑟福有限公司 | 13,920 | 1,400.00 | 1,255 | -3.32 | ||||
| 2025-08-13 | 13F | 马伦资本有限责任公司 | 23,100 | 1,400.00 | 2,082 | -5.62 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 4,055 | 1,424.44 | 365 | -4.20 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 672 | 1,329.79 | 61 | -10.45 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 2,745 | 1,400.00 | 247 | -5.73 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 2,654 | 0 | ||||||
| 2025-07-17 | 13F | Nova R 财富公司 | 5,059 | 1,345.43 | 456 | -9.00 | ||||
| 2025-08-29 | NP | WEBCX - Teton Westwood 平衡基金 A 类 | 4,365 | 905.76 | 393 | -36.71 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 885 | 1,282.81 | 80 | -13.19 | ||||
| 2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 111,450 | 1,400.00 | 10,045 | -5.64 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 30 | 87.50 | 0 | |||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 290 | 974.07 | 397 | 1,423.08 | ||||
| 2025-07-30 | 13F | 黑钻石金融有限责任公司 | 3,015 | 1,400.00 | 272 | -5.57 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 61,006 | 1,270.61 | 5,498 | -13.77 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 839,456 | 1,469.49 | 75,659 | -1.26 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 3,693 | 1,309.54 | 333 | -11.47 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 11,580 | 2,624.71 | 1,044 | 71.55 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 105 | 1,400.00 | 9 | -10.00 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 21,410 | 1,597.86 | 1,930 | 6.81 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 5,970 | 1,370.44 | 538 | -7.40 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 508 | 695 | ||||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 11,419 | 3,457.32 | 1,029 | 124.18 | ||||
| 2025-08-13 | 13F | 布兰特点投资管理有限公司 | 149,520 | 1,244.73 | 13,476 | -15.39 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 2,284 | 1,432.89 | 233 | 11.54 | ||||
| 2025-08-14 | 13F | 艾文尼尔公司 | 793,987 | 1,248.25 | 71,562 | -15.17 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 844,628 | 5,887.72 | 76,126 | 276.73 | ||||
| 2025-08-13 | 13F | RIA 咨询集团有限责任公司 | 7,419 | 3,466.83 | 669 | 124.92 | ||||
| 2025-07-30 | 13F | 博伊特 CF 大卫 | 750 | 1,400.00 | 68 | -5.63 | ||||
| 2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 2,770 | 1,430.39 | 250 | -3.86 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 314,853 | 1,696.08 | 28,378 | 13.00 | ||||
| 2025-08-07 | 13F | PFG顾问 | 51,869 | 1,880.49 | 4,675 | 24.61 | ||||
| 2025-08-01 | 13F | Reliant投资合伙公司 | 3,915 | 1,517.77 | 353 | 1.73 | ||||
| 2025-08-22 | NP | 可变保险产品基金 IV - 非必需消费品投资组合初始类别 | 12,975 | 1,325.82 | 1,169 | -10.28 | ||||
| 2025-07-15 | 13F | 传统金融集团有限责任公司 | 7,200 | 1,695.51 | 649 | 12.89 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 30 | 1,400.00 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 2,029,539 | 1,325.01 | 182,652 | -10.39 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 25,500 | 2,283 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 3,794 | 342 | ||||||
| 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 | 57,679 | 2.51 | 78,876 | 2.05 | ||||
| 2025-06-25 | NP | QIDX - Indexperts 优质盈利 ETF | 145 | 145.76 | 205 | 169.74 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 2,522 | 185.29 | 227 | -82.07 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 30 | 3 | ||||||
| 2025-07-25 | 13F | 航点财富顾问 | 3,910 | 1,337.50 | 352 | -9.51 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 28,696 | 1,137.96 | 2,586 | -22.11 | ||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 43,069 | 2,214.29 | 3,882 | 45.57 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 14,285 | 1,807.21 | 1,288 | 19.94 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 3,033 | 1,158.51 | 273 | -20.87 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 551,755 | 1,376.19 | 49,730 | -7.13 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 51,970 | 1,633.49 | 4,684 | 9.08 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 2,805 | 256 | ||||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 119 | 1,387.50 | 11 | -9.09 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 6,395 | 1,411.82 | 576 | -4.79 | ||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 7,124 | 1,646.08 | 642 | 9.93 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 2,895 | 306.60 | 265 | -73.23 | ||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 16,335 | 1,503.04 | 1,472 | 0.89 | ||||
| 2025-07-10 | 13F | 信任点公司 | 4,089 | 1,381.52 | 369 | -6.84 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 12,451 | 2,072.95 | 1,122 | 36.83 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 3,619 | 1,143.64 | 334 | -18.34 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 1,801,175 | 1,410.25 | 162,340 | 3.50 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 28,139 | 1,281.39 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 67,823 | 6,113 | ||||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 415,855 | 1,394.11 | 37,481 | -6.00 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 4,620 | 416 | ||||||
| 2025-08-27 | NP | 自由全明星成长基金公司 | 15,100 | 1,361 | ||||||
| 2025-07-23 | 13F | 账户管理有限责任公司 | 59,475 | 1,345.32 | 5,360 | -9.08 | ||||
| 2025-08-12 | 13F | 统一资产管理有限责任公司 | 76,620 | 1,420.54 | 6,906 | 1.50 | ||||
| 2025-08-28 | NP | TUG - STF 战术增长 ETF | 10,551 | 1,361.36 | 951 | -8.12 | ||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen 真实资产配置 ETF SMI 3Fourteen 真实资产配置 ETF | 4,752 | 1,322.75 | 428 | -10.46 | ||||
| 2025-07-18 | 13F | 洛克曼金融集团公司 | 2,400 | 216 | ||||||
| 2025-08-14 | 13F | Sagard 控股管理公司 | 525 | 47 | ||||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律成长 VIP 基金 | 44,070 | 1,090.76 | 3,972 | -25.07 | ||||
| 2025-07-08 | 13F | 遗产私人信托公司 | 2,730 | 1,400.00 | 246 | -5.38 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 200 | 1,900.00 | 21 | 42.86 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 390 | 1,400.00 | 35 | -5.41 | ||||
| 2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 4,665 | 997.65 | 420 | -30.92 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 13,485 | 1,400.00 | 1,211 | -6.99 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 33,606 | 1,391.61 | 3,029 | -6.17 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 1,225,387 | 1,466.69 | 110,445 | -1.43 | ||||
| 2025-08-12 | 13F | Meridian 财富顾问有限责任公司 | 72,960 | 1,430.52 | 6,576 | -3.72 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 524 | 296.97 | 742 | 335.88 | ||||
| 2025-07-09 | 13F | 第一金融公司/in/ | 255 | 1,400.00 | 23 | -8.33 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 4,237 | 1,361.03 | 382 | -8.19 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 88,005 | 8 | ||||||
| 2025-07-17 | 13F | 正佳资产管理有限公司 | 2,501 | 0 | ||||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 19,020 | 1,235.67 | 1,714 | -15.94 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 8,529 | 1,073.18 | 769 | -26.22 | ||||
| 2025-08-27 | NP | MGLBX - Marsico 全球基金 | 84,570 | 1,400.00 | 7,622 | -5.62 | ||||
| 2025-08-06 | 13F | ETF 商店有限公司 | 10,635 | 1,400.00 | 959 | -5.62 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 16,320 | 1,400.00 | 1,471 | -5.65 | ||||
| 2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 7,740 | 1,400.00 | 698 | -5.68 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 16,011 | 1,443 | ||||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 2,305 | 208 | ||||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 165 | 1,400.00 | 15 | -6.67 | ||||
| 2025-08-26 | NP | JPIVX - 摩根大通无畏价值基金 I 类 | 10,370 | 875.54 | 935 | -38.63 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 35,415 | 1,388.65 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 420 | 1,400.00 | 38 | 12.12 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 24,924,470 | 1,307.31 | 2,246,447 | -11.46 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 3,903 | 4.86 | 5,052 | 20.52 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,322 | 5,647.83 | 119 | 271.88 | ||||
| 2025-08-13 | 13F | 法国集团 | 93,250 | 8,368 | ||||||
| 2025-08-14 | 13F | 美国资本管理公司 | 86,235 | 1,400.00 | 7,772 | -5.62 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 2,700 | 1,400.00 | 243 | -5.45 | ||||
| 2025-07-16 | 13F | 财富财务顾问有限责任公司 | 37,781 | 1,415.48 | 3,405 | -4.65 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 225,454 | 2,153.86 | 20,320 | 41.80 | ||||
| 2025-07-28 | NP | VMSGX - 中型股战略增长基金 | 7,530 | 2.17 | 10,297 | 1.72 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 997,568 | 1,375.93 | 89,911 | -7.14 | ||||
| 2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 11 | 16 | ||||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 2,894 | 1,325.62 | 261 | -10.34 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 60,356 | 1,342.89 | 5,440 | -9.23 | ||||
| 2025-08-28 | NP | 景顺Qqq信托，系列1 This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,637,907 | 1,395.43 | 1,589,705 | -5.92 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 9,581 | 864 | ||||||
| 2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 60 | 1,400.00 | 5 | 0.00 | ||||
| 2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 3,375 | 304 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 8,248 | 1,526.82 | 743 | 2.34 | ||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,151,914 | 1,457.44 | 103,822 | -2.01 | ||||
| 2025-07-25 | 13F | 圣路易斯信托公司 | 2,790 | 1,400.00 | 251 | -5.64 | ||||
| 2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 2,970 | 1,400.00 | 268 | -5.65 | ||||
| 2025-08-13 | 13F | 财富信托公理有限责任公司 | 2,940 | 1,400.00 | 265 | -5.71 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 50,815 | 1,305.28 | 4,580 | -11.60 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 45 | 1,400.00 | 4 | 0.00 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 1,545 | 1,330.56 | 139 | -9.74 | ||||
| 2025-08-12 | 13F | RD Lewis 控股公司 | 10,505 | 1,503.82 | 1,087 | 17.92 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 8,367 | 5,162.26 | 754 | 232.16 | ||||
| 2025-08-13 | 13F | 诺尔伍德投资咨询有限责任公司 | 70,590 | 1,400.00 | 6,362 | -5.62 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 7,226 | 1,342.32 | 651 | 15.22 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 418 | 5.82 | 599 | 27.78 | ||||
| 2025-07-24 | 13F | 帕普·L·罗伊建筑事务所 | 358,181 | 1,367.05 | 32,283 | -7.70 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 8,069 | 1,372.45 | 727 | -7.39 | ||||
| 2025-07-21 | 13F | 内在价值合伙人有限责任公司 | 4,960 | 1,219.15 | 447 | -16.91 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 2,625 | 1,350.28 | 237 | -8.88 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 14,175 | 1,416.04 | 1,278 | -4.63 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 160,334 | 1,402.94 | 14,450 | -5.44 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 482,744 | 1,529.46 | 43,510 | 2.52 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 26,121 | 1,266.88 | 2,354 | -13.99 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 5,137 | 463 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 6,836 | 1,342.19 | 616 | -9.28 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 36 | 5.88 | 49 | 6.52 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 23,505 | 1,400.00 | 2,119 | -5.61 | ||||
| 2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 3,000 | 1,775.00 | 270 | 17.90 | ||||
| 2025-08-29 | NP | ETGLX - Eventide 吉利德 N 类基金 | 450,495 | 1,400.00 | 40,603 | -5.63 | ||||
| 2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 28,905 | 1,391.49 | 2,605 | -6.16 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index VI 基金 I 类 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 | 47,865 | 1,381.43 | 4,314 | -6.78 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 60 | 900.00 | 5 | -37.50 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 2,724 | 1,456.57 | 246 | -2.00 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 2,710 | 1,542.42 | 244 | 3.39 | ||||
| 2025-08-19 | NP | DEOPX - 达文波特股权机会基金 | 404,610 | 1,256.70 | 36,467 | -14.64 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 6,329 | 1,502.28 | 570 | 0.71 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 633,811 | 11,687.45 | 57,125 | 641.69 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 46,755 | 2,718.26 | 4,214 | 77.36 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 11,700 | 1,055 | |||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 2,555 | 231 | ||||||
| 2025-08-11 | 13F | 达美资产管理有限公司/TN | 225 | 1,400.00 | 20 | -4.76 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 38,123 | 1,333.73 | 3,436 | -9.77 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 30,649 | 1,890.19 | 2,875 | 29.87 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 51,288 | 3,388.98 | 4,623 | 119.57 | ||||
| 2025-08-28 | NP | SAMT - STRATEGAS 宏观主题机会 ETF | 33,357 | 1,771.89 | 3,006 | 17.79 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 480 | 35.21 | 679 | 47.93 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 16,290 | 1,149.23 | 1,468 | -19.52 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 52,308 | 4,715 | ||||||
| 2025-06-25 | NP | IWFG - IQ Winslow 重点关注大盘成长 ETF | 263 | 9.13 | 372 | 19.61 | ||||
| 2025-08-27 | NP | FCTE - SMI 3Fourteen 全周期趋势 ETF | 236,570 | 21,322 | ||||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 25,692 | 2 | ||||||
| 2025-08-28 | NP | ARILX - 亚里士多德核心股票基金 II I 类 | 93,089 | 1,386.57 | 8,390 | -6.47 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 232,445 | 1,393.57 | 20,950 | -6.03 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 2,194,827 | 1,378.85 | 197,800 | -6.95 | ||||
| 2025-08-26 | NP | TRULX - T. Rowe Price 美国大盘核心基金公司 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 | 1,854,045 | 1,193.78 | 167,105 | -18.60 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 2,505 | 1,400.00 | 226 | -5.86 | ||||
| 2025-08-26 | NP | STCIX - Virtus Silvant 大盘成长股票基金 A 类 | 23,295 | 1,400.00 | 2,100 | -5.62 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 29,411 | 3.51 | 41,622 | 13.16 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统 | 55,588 | 1,307.65 | 5,010 | -11.44 | ||||
| 2025-07-24 | 13F | 强塔咨询服务 | 7,365 | 1,406.13 | 664 | 1.69 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 24,893 | 1,950.49 | 2,244 | 28.98 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 24,836 | 1,408.87 | 2,238 | -5.09 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 8,773,308 | 1,655.56 | 790,738 | 10.45 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 180,000 | 1,400.00 | 16,223 | -5.63 | |||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 2,817 | 1,301.49 | 254 | -11.85 | ||||
| 2025-07-15 | 13F | 主流资本管理有限公司 | 12,645 | 1,398.22 | 1,140 | -5.79 | ||||
| 2025-08-05 | 13F | 住友生命保险公司 | 10,859 | 1,299.36 | 979 | -11.97 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 10,240 | 1,421.55 | 923 | -4.26 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 6,021 | 2,121.77 | 543 | 39.69 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 95,099 | 1,368.71 | 8,571 | -7.59 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 238,140 | 1,390.61 | 21,464 | -6.22 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 676,216 | 1,419.83 | 60,947 | -4.38 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 318,703 | 1,433.77 | 29 | -3.45 | ||||
| 2025-08-08 | 13F | 咨询资源组 | 2,625 | 1,400.00 | 237 | -5.60 | ||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 9,260,623 | 1,379.06 | 834,660 | -6.95 | ||||
| 2025-08-04 | 13F | 财富 45 有限责任公司 | 6,685 | 1,609.72 | 603 | 7.50 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 5,961 | 1,711.85 | 537 | 14.01 | ||||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 1,208,551 | 1,323.15 | 108,927 | -10.46 | ||||
| 2025-08-13 | 13F | 卡尔森资本有限合伙人 | 6,400 | 577 | ||||||
| 2025-07-29 | 13F | 地区金融公司 | 123,221 | 1,190.95 | 11,106 | -18.78 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 14,516 | 1,543.94 | 1,308 | 3.48 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 23,030 | 1,377.23 | 2,076 | -7.03 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 250,800 | 1,354.17 | 22,605 | -8.51 | ||||
| 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 | 741 | 1.23 | 1,013 | 0.80 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 2,839 | 1,541.04 | 256 | 3.24 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 622,451 | 1,876.03 | 47,793 | 14.40 | ||||
| 2025-08-07 | 13F | 彭布罗克管理有限公司 | 4,032 | 363 | ||||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 20,843 | 1,409.27 | 1,879 | -5.06 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 2,194,636 | 1,401.29 | 197,803 | -5.55 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT US 130/30 Y 类股票基金 | 188,295 | 2,344.44 | 16,971 | 53.79 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 90 | 8 | ||||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 7,530 | 1,478.62 | 679 | -0.73 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 38,557 | 755.87 | 3,475 | -46.15 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 300 | 1,400.00 | 2,704 | -5.65 | |||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 203 | 1,591.67 | 18 | 5.88 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 73,032 | 1,496.68 | 6,582 | 0.46 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 300 | 1,400.00 | 27 | -3.57 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 1,534,669 | 3,257.55 | 138,320 | 111.24 | ||||
| 2025-07-02 | 13F | 雅各布斯公司/ca | 6,600 | 1,400.00 | 1 | |||||
| 2025-08-04 | 13F | 沙漠互利管理员 | 4,365 | 1,400.00 | 393 | -5.53 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 1,640,631 | 983.47 | 147,870 | -31.83 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 1,069 | 1,544.62 | 96 | 3.23 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 132,614 | 1.12 | 187,675 | 10.55 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 69,397 | 1,430.25 | 6,255 | -3.73 | ||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 960 | 1,400.00 | 87 | -5.49 | ||||
| 2025-03-28 | NP | IWLG - IQ Winslow 大盘成长 ETF | 1,370 | 74.52 | 1,773 | 95.91 | ||||
| 2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 15 | 1,400.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 3,830 | 5.74 | 5,238 | 5.27 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 3,058 | 1,421.39 | 276 | -4.18 | ||||
| 2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 14,371 | 1,295 | ||||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 15,984 | 1,441 | ||||||
| 2025-08-08 | 13F | 霍雷尔资本管理公司 | 288,349 | 1,433.36 | 25,989 | -3.53 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 560,353 | 503.07 | 50,502 | -62.06 | ||||
| 2025-07-08 | 13F | IAM 咨询有限责任公司 | 7,198 | 649 | ||||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 34,600 | 687.08 | 3 | -50.00 | ||||
| 2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 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 | 2,660 | 38.69 | 3,638 | 96.91 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 1,620 | 146 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 305,500 | 4,143.06 | 27,535 | 166.96 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 258,093 | 4,394.04 | 23,262 | 182.74 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 6,619 | 597 | ||||||
| 2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 4,589 | 0 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 224,200 | 1,995.33 | 20,207 | 31.83 | |||
| 2025-08-15 | 13F | 普威创新财富顾问有限公司 | 40,440 | 1,411.21 | 3,645 | -4.93 | ||||
| 2025-07-17 | 13F | 一财富顾问有限责任公司 | 13,320 | 1,400.00 | 1,201 | -5.66 | ||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 6,465 | 1,400.00 | 583 | -5.67 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 5,229 | 1,424.49 | 471 | -3.88 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -73,477 | -6,622 | |||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 210,030 | 1,244.71 | 18,930 | -15.40 | ||||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 8,899 | 1,344.64 | 802 | -9.07 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 5,070 | 1,190.08 | 457 | -19.01 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 344 | 14.67 | 487 | 25.26 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 7,447 | 1,404.44 | 719 | 3.76 | ||||
| 2025-08-06 | 13F | 泽文资产管理有限公司 | 2,550 | 1,131.88 | 0 | |||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 15,570 | 1,400.00 | 1,403 | -5.65 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 12,045 | 1,424.68 | 1,086 | -4.07 | ||||
| 2025-07-15 | 13F | 弗洛伊德金融集团有限公司 | 13,047 | 1,436.75 | 1,192 | -2.06 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 2,115 | 1,400.00 | 191 | -5.47 | ||||
| 2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 165 | 1,400.00 | 15 | -6.67 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 201,863 | 1,042.41 | 18,194 | -28.13 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 2,598,000 | 1,495.82 | 234,158 | 0.40 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 7,280 | 1,170.51 | 649 | -19.58 | ||||
| 2025-05-29 | NP | JAEVX - 中型股票信托资产净值 | 9,554 | 64.87 | 13,687 | 99.18 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 50,501 | 4.27 | 71,469 | 14.00 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 10,650 | 792.71 | 960 | -43.89 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 5,979,985 | 1,424.26 | 538,976 | -4.10 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 37,605 | 1,584.06 | 3,420 | 6.91 | ||||
| 2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 17,224 | 1,343.76 | 1,552 | -9.19 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 11,280 | 1,400.00 | 1,017 | -5.66 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 907 | 82 | ||||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 4,550 | 386.63 | 0 | -100.00 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 30,647 | 0.77 | 41,910 | 0.32 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 41,422 | 1,431.88 | 3,733 | -3.61 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 成长型投资组合 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 | 93,348 | 857.12 | 8,413 | -39.78 | ||||
| 2025-07-24 | 13F | 支付宝证券公司 | 19 | 1,800.00 | 2 | -50.00 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 42,028 | 1,458.32 | 3,788 | -1.97 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 150 | 2,400.00 | 14 | 62.50 | ||||
| 2025-07-07 | 13F | 全球财富策略与合伙人 | 165 | 1,400.00 | 15 | -6.67 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 6,450 | 1,400.00 | 581 | -5.68 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 4,554 | 860.76 | 410 | -39.62 | ||||
| 2025-08-14 | 13F | 主权资本管理有限责任公司 | 7,080 | 1,648.15 | 638 | 10.00 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 293 | 4.64 | 415 | 14.36 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 12,409 | 1,324.68 | 1,118 | -10.34 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型价值基金 | 9,750 | 1,081.82 | 879 | -25.66 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 3,181 | 1,393.43 | 287 | -6.23 | ||||
| 2025-07-16 | 13F | MKT 顾问有限责任公司 | 2,385 | 1,400.00 | 216 | 1.42 | ||||
| 2025-08-08 | 13F | 创意策划 | 428,667 | 1,447.37 | 38,636 | -2.65 | ||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 48,635 | 1,448.89 | 4,383 | -2.56 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 6,015 | 1,403.75 | 542 | -5.41 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 180,510 | 1,400.00 | 16,269 | -5.63 | ||||
| 2025-07-16 | 13F | RWM 资产管理有限公司 | 11,420 | 1,420.64 | 1,029 | -4.28 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 195 | 1,400.00 | 18 | -5.56 | ||||
| 2025-08-08 | 13F | KBC 集团 | 173,109 | 1,365.78 | 16 | -6.25 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 869 | 78 | ||||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 2,130,407 | 1,458.59 | 192 | -1.54 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,698 | 1.25 | 2,403 | 10.74 | ||||
| 2025-06-27 | NP | PEZ - Invesco DWA 周期性消费品动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,951 | 2,761 | ||||||
| 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 | 768 | 52.38 | 1,087 | 66.56 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 2,232 | 1,303.77 | 201 | -11.45 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 2,148 | 1,341.61 | 194 | -9.39 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 435,936 | 1,525.84 | 39 | 2.63 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 1,035 | 1,280.00 | 93 | -13.08 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 27 | 2 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 6,324 | 9.20 | 8,950 | 19.40 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 22,797 | 1,345.59 | 2,055 | -9.03 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 5,670 | 1,597.60 | 511 | 6.90 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 8,251 | 1,381.33 | 744 | -6.78 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 392,447 | 1,174.01 | 35,371 | -19.85 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 35,900 | 1,362.32 | 3,236 | -7.99 | ||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 2,610 | 1,400.00 | 235 | -5.62 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 3,989 | 1,220.86 | 360 | -16.90 | ||||
| 2025-06-30 | NP | 两条路共享信托 - 安菲尔德美国股票板块轮动 ETF | 1,025 | 1,451 | ||||||
| 2025-07-23 | 13F | 信托资产管理有限责任公司 | 10,035 | 1,400.00 | 904 | -5.64 | ||||
| 2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 32,519 | 1,293.87 | 2,931 | -12.33 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 41,849 | 1,450.54 | 3,772 | -2.46 | ||||
| 2025-08-11 | 13F | 波洛克投资顾问有限公司 | 25,230 | 1,240.60 | 2,274 | -15.69 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 3,697,302 | 1,414.90 | 333,238 | -4.69 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 3,885 | 1,400.00 | 350 | -5.66 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 36,119 | 1,591.76 | 3,255 | 6.44 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 10,440 | 639.90 | 941 | -53.49 | ||||
| 2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 40,432 | 1,384.83 | 3,644 | -6.56 | ||||
| 2025-06-26 | NP | SOVF - 主权资本繁荣基金 | 439 | 18.65 | 621 | 29.92 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 336,063 | 1,596.26 | 30,289 | 6.72 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 241,545 | 1,400.00 | 21,770 | -5.63 | ||||
| 2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 18,773 | 1,403.04 | 1,692 | -5.48 | ||||
| 2025-08-12 | 13F | Agp Franklin 有限责任公司 | 26,889 | 1,393.00 | 2,424 | -3.73 | ||||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 2,659 | 21.08 | 3,763 | 32.41 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 141,429 | 12,747 | ||||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 6,525 | 1,350.00 | 588 | -8.70 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 111,135 | 1,158.18 | 10,017 | -20.84 | ||||
| 2025-08-14 | 13F | Mission Creek 资本合伙公司 | 21,465 | 1,384.44 | 1,935 | -6.62 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 大盘价值投资组合 I 类 | 135,480 | 1,335.47 | 12,211 | -9.69 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 167,700 | 47,006.74 | 15,115 | 2,869.35 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类 | 96,564 | 1,145.67 | 8,703 | -21.63 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 210,771 | 1,417.87 | 18,997 | -4.50 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 3,773 | 2,303.18 | 340 | 51.11 | ||||
| 2025-07-24 | 13F | Acima 私人财富有限公司 | 420 | 1,400.00 | 38 | -7.50 | ||||
| 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 | 157,936 | 1,432.17 | 14,235 | -3.61 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 129,350 | 1,419.80 | 11,658 | -4.38 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 270 | 1,400.00 | 24 | -4.00 | ||||
| 2025-08-20 | NP | FOBAX - 机构平衡基金 | 3,390 | 1,367.53 | 306 | -7.58 | ||||
| 2025-07-09 | 13F | PFW 顾问有限责任公司 | 2,775 | 1,400.00 | 250 | -5.66 | ||||
| 2025-08-29 | NP | GGCAX - Gamco 成长基金 A 类 | 150,000 | 1,400.00 | 13,520 | -5.63 | ||||
| 2025-07-02 | 13F | 资本市场策略有限责任公司 | 2,865 | 1,346.97 | 258 | -8.83 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 740 | 2,366.67 | 67 | 57.14 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 7,828 | 1,242.71 | 706 | -15.57 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 128,374 | 1,410.46 | 11,570 | -4.97 | ||||
| 2025-08-05 | 13F | 德克萨斯银行与信托公司 | 15,300 | 1,400.00 | 1,379 | -5.68 | ||||
| 2025-07-23 | 13F | CFM 财富合作伙伴有限公司 | 137,561 | 1,434.94 | 12,398 | -3.43 | ||||
| 2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 10,175 | 1,104.14 | 917 | -24.21 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 3,356 | 14.23 | 4,808 | 38.01 | ||||
| 2025-07-10 | 13F | Threadgill 金融有限公司 | 65,007 | 1,399.93 | 5,859 | -5.62 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 600,960 | 2,170.26 | 54 | 45.95 | ||||
| 2025-08-19 | NP | BUFEX - 布法罗大盘基金投资者类别 | 8,070 | 687.32 | 727 | -50.48 | ||||
| 2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 19,410 | 1,622.27 | 1,749 | 8.36 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 17,200 | 1,550 | |||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 3,120 | 281 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | 9,658,359 | 1,342.38 | 870,508 | -9.25 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 2,145 | 1,400.00 | 0 | |||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 525,869 | 1,325.70 | 47,397 | -10.30 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 16,995 | 1,356.30 | 1,532 | -8.38 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 42,267 | 3,810 | ||||||
| 2025-08-05 | 13F | KJ 哈里森合伙人公司 | 46,500 | 1,400.00 | 4,191 | -5.61 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 5,950,806 | 1,480.54 | 536,346 | -0.56 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 52,924 | 4,770 | ||||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 3,615 | 1,558.26 | 326 | 4.17 | ||||
| 2025-08-22 | NP | ELGAX - 哥伦比亚精选大盘成长基金 A 类 | 157,230 | 711.30 | 14,171 | -48.96 | ||||
| 2025-08-21 | NP | NICSX - 尼古拉斯基金公司 | 813,600 | 1,362.91 | 73,330 | -7.96 | ||||
| 2025-08-08 | 13F | 塞卡诺管理有限责任公司 | Put | 120,000 | 21 | |||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 8,881 | 6.12 | 12,145 | 5.65 | ||||
| 2025-08-08 | 13F | 塞卡诺管理有限责任公司 | 275,507 | 129,246.01 | 24,831 | 8,041.31 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 15,423 | 1,551.28 | 1,390 | 3.89 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 1,551 | 140 | ||||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 10,282 | 1,405.42 | 927 | -5.32 | ||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 6,480 | 3,900.00 | 1 | |||||
| 2025-07-09 | 13F | 捷克国家银行 | 208,952 | 1,482.73 | 18,833 | -0.42 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（欧洲）有限公司 | 49,546 | 322.57 | 4,466 | -73.42 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 675 | 1,400.00 | 61 | -6.25 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 60 | 1,400.00 | 5 | 0.00 | ||||
| 2025-07-23 | 13F | 利特曼格雷戈里资产管理有限责任公司 | 50,104 | 1,662.36 | 4,516 | 10.88 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 8 | 1 | ||||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 3,205 | 1,411.79 | 335 | 10.23 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 45 | 1,400.00 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | 亚历山大实验室有限公司 | 7,280 | 1,442.37 | 656 | -2.96 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 8,205 | 1,691.48 | 740 | 12.65 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 282,973 | 1,477.68 | 25,504 | -0.74 | ||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 38,685 | 13,239.66 | 3,487 | 740.00 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 6,570 | 2,637.50 | 592 | 72.59 | ||||
| 2025-07-17 | 13F | JLB 联合公司 | 231,699 | 1,410.82 | 20,883 | -4.95 | ||||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 2,940 | 1,400.00 | 265 | -5.71 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 8,685 | 1,196.27 | 783 | -18.46 | ||||
| 2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 16,065 | 1,287.31 | 1,448 | -12.73 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 421,229 | 3,354.96 | 38 | 117.65 | ||||
| 2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 179,961 | 1,389.99 | 16,220 | -6.26 | ||||
| 2025-07-24 | 13F | 路易斯堡投资公司 | 1,440 | 1,986.96 | 130 | 31.63 | ||||
| 2025-08-22 | NP | FTRNX - 富达趋势基金 | 106,500 | 1,400.00 | 9,599 | -5.63 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 8,010 | 1,397.20 | 722 | -5.87 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 85,000 | 7,661 | |||||
| 2025-07-17 | 13F | 柳溪财富管理公司 | 4,890 | 1,400.00 | 441 | -5.78 | ||||
| 2025-08-14 | 13F | 德肖公司 | 1,080,872 | 5,420.85 | 97,419 | 247.34 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 105 | 1,400.00 | 9 | -10.00 | ||||
| 2025-08-12 | 13F | 马斯科资本管理有限公司 | 282,630 | 1,400.00 | 25,473 | -5.63 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 210 | 3.96 | 301 | 25.52 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 12,273 | 1.92 | 17,369 | 11.43 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 4,269 | 1,268.27 | 385 | -13.90 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 6,298,078 | 757.67 | 562,544 | -46.85 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 3,406 | 1,521.90 | 307 | 2.00 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 2,013 | 1,070.35 | 181 | -26.42 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 2,278 | 1,033.33 | 205 | -28.57 | ||||
| 2025-08-14 | 13F | 达格科公司 | 12,663 | 1,400.36 | 1,141 | -5.62 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 141,246 | 908.83 | 13 | -40.00 | ||||
| 2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 4,995 | 1,400.00 | 450 | -5.66 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 120 | 1,400.00 | 11 | -9.09 | ||||
| 2025-05-27 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 689 | 987 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 24,840 | 897.59 | 2,239 | -37.26 | ||||
| 2025-08-14 | 13F | Xponance公司 | 211,940 | 1,509.87 | 19,102 | 1.29 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 14,673 | 904.31 | 1,322 | -36.81 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 15 | 1,400.00 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 32,417 | 1,410.58 | 2,922 | -4.98 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 7,615 | 1,401.97 | 686 | -5.51 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 3,434 | 514.31 | 310 | -61.37 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 17,300 | 1,366.10 | 1,559 | -7.75 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 37,786 | 5.36 | 53,475 | 15.19 | ||||
| 2025-07-16 | 13F | AAFMAA 财富管理与信托有限责任公司 | 14,293 | 1,092.08 | 1,288 | -24.99 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 10 | 11.11 | 14 | 27.27 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 13,488 | 1,216 | ||||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 528,336 | 1,407.68 | 47,607 | -5.14 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 750 | 1,400.00 | 68 | -5.63 | ||||
| 2025-08-14 | 13F | JPL 财富管理有限责任公司 | 40,263 | 1,414.22 | 3,629 | -4.75 | ||||
| 2025-08-26 | NP | CENTX - Centerstone 投资者基金 I 类 | 8,355 | 1,400.00 | 753 | -5.52 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 10 | 11.11 | 14 | 27.27 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 170,252 | 1,419.84 | 15,345 | -4.38 | ||||
| 2025-07-09 | 13F | 伍德斯托克公司 | 585,490 | 1,376.61 | 52,770 | -7.10 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 1,272 | 1,530.77 | 115 | 2.70 | ||||
| 2025-07-15 | 13F | 科维亚金融 | 154,710 | 1,400.00 | 13,944 | -5.62 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 218,359 | 1,439.26 | 19,681 | -3.16 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 8,204 | 1,619.92 | 739 | 8.20 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 12,689 | 1,375.47 | 1,144 | -7.22 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 18,975 | 1,227.85 | 1,710 | -16.46 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 15,786 | 1,363.02 | 1,423 | -7.96 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 13,563 | 1,420.52 | 1,222 | -4.31 | ||||
| 2025-08-21 | NP | NCTWX - 尼古拉斯二世公司 I 级 | 258,240 | 1,313.00 | 23,275 | -11.10 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 26,512 | 1,381.95 | 2,390 | -6.75 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 11,820 | 1,383.06 | 1,065 | -6.66 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 17,758 | 2.19 | 2 | -95.83 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 358,563 | 1,459.65 | 32,317 | -1.87 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 365,225 | 1,355.02 | 32,918 | -8.46 | ||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 1,080 | 1,400.00 | 97 | -5.83 | ||||
| 2025-07-23 | 13F | 穆洛利资产管理公司 | 20,790 | 1,400.00 | 1,874 | -5.64 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 21,037 | 1,553.85 | 1,896 | 4.06 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 6,440 | 1,064.56 | 580 | -26.77 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 12,525 | 1,342.97 | 1,129 | -9.25 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 23,745 | 1,199.67 | 2,117 | -17.72 | ||||
| 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 | 22,745 | 3,628.69 | 2,050 | 134.82 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - Loomis Sayles 增长基金 1 级 | 506,130 | 1,218.60 | 45,617 | -17.04 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 40,530 | 1,339.28 | 3,653 | -9.47 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 413,507 | 1,856.32 | 37,268 | 23.08 | ||||
| 2025-08-06 | 13F | 峰会财富与退休规划公司 | 7,230 | 652 | ||||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 4,247 | 1,384.97 | 383 | -6.60 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 12,109 | 2,251.26 | 1,091 | 48.03 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 447,835 | 1,891.62 | 40,363 | 25.30 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 4,732 | 1,402.22 | 426 | -5.54 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 459,346 | 1,758.95 | 42,550 | 20.20 | ||||
| 2025-07-18 | 13F | 太平洋点顾问有限公司 | 23,624 | 1,416.30 | 2,129 | -4.57 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 2,523 | 1,078.97 | 227 | -25.82 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 64,096 | 1,387.84 | 5,777 | -6.40 | ||||
| 2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 30,000 | 1,400.00 | 2,704 | -5.65 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 1,740 | 1,400.00 | 157 | -6.02 | ||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 45,717 | 1,428.49 | 4,190 | 2.97 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 637,420 | 1,367.53 | 57,451 | -7.67 | ||||
| 2025-08-14 | 13F | Shellback 资本有限合伙人 | 156,000 | 836.15 | 14,060 | -41.10 | ||||
| 2025-08-26 | NP | QQXT - First Trust Nasdaq-100 除科技行业指数基金 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 | 218,153 | 15,091.71 | 19,662 | 855.86 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 180 | 1,400.00 | 17 | 0.00 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 109,678 | 1,343.32 | 9,885 | -9.20 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 12,858 | 13 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 64,826 | 7,608.20 | 5,843 | 385.22 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 27,487,702 | 1,407.54 | 2,477,467 | -5.15 | ||||
| 2025-08-27 | NP | MXXIX - Marsico 21 世纪基金 | 136,140 | 1,400.00 | 12,270 | -5.63 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 827,555 | 1,267.70 | 74,591 | -13.95 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 7,353 | 59.09 | 10,357 | 95.56 | ||||
| 2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 18,850 | 1,109.11 | 1,699 | -23.96 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 98,262 | 1,372.31 | 9 | -11.11 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 47,055 | 5,076.57 | 4,241 | 225.73 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 466 | 7.13 | 659 | 17.05 | ||||
| 2025-08-29 | NP | GCASX - Gabelli 小盘成长基金 A 类 | 64,500 | 1,400.00 | 5,813 | -5.63 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 87,225 | 1,385.95 | 8 | -12.50 | ||||
| 2025-08-05 | 13F | 托丽有限公司 | 69,806 | 1,305.40 | 6,292 | -11.58 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 476,494 | 1,198.31 | 42,946 | -18.32 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 421,875 | 1,603.72 | 38,024 | 7.19 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 1,396 | 1,339.18 | 126 | -9.42 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 80,829 | 2,512.44 | 7,285 | 64.37 | ||||
| 2025-08-07 | 13F | 塔西塔资本公司 | 210 | 1,400.00 | 19 | -10.00 | ||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 112,500 | 1,400.00 | 10,140 | -5.63 | ||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,220 | 1,400.00 | 1,822 | -5.64 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,275,383 | 1,390.77 | 114,950 | -6.21 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 18,897 | 1,376.33 | 1,703 | -7.09 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 16,103 | 1.12 | 22,789 | 10.56 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 2,306 | 1,407.19 | 208 | -5.48 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 40,197 | 1,399.33 | 3,623 | -5.68 | ||||
| 2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 1,340 | 1,514.46 | 121 | 26.32 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 128,128 | 1,434.28 | 11,548 | -3.47 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 6,267 | 8,869 | ||||||
| 2025-07-24 | 13F | PDS 规划公司 | 6,960 | 1,529.98 | 627 | 2.62 | ||||
| 2025-07-09 | 13F | 灯塔金融集团 | 7,255 | 1,398.97 | 654 | -5.64 | ||||
| 2025-07-29 | 13F | 史密斯布里奇资产管理公司/德国 | 6,750 | 1,400.00 | 608 | -5.59 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 11,280 | 1,340.61 | 1,017 | -9.37 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 3,600 | 1,400.00 | 324 | -5.54 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 22,425 | 1,081.51 | 2,021 | -25.67 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 24,990 | 2,452.60 | 2,252 | 60.63 | ||||
| 2025-08-14 | 13F | 麦迪逊一号集团有限公司 | 180,000 | 1,185.71 | 16,223 | -19.11 | ||||
| 2025-08-14 | 13F | 加洛合伙公司 | 3,308 | 298 | ||||||
| 2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 13,350 | 1,400.00 | 1,203 | -5.57 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 18,090 | 1,094.06 | 1,630 | -24.88 | ||||
| 2025-08-27 | NP | CSIEX-卡尔弗特A类股票基金 | 567,083 | 1,042.39 | 51,111 | -28.13 | ||||
| 2025-08-26 | NP | NAINX - VIRTUS 战术配置基金 A 类 | 74,114 | 1,361.24 | 6,680 | -8.08 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 38 | 11.76 | 54 | 20.45 | ||||
| 2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8 | 33.33 | 11 | 57.14 | ||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 70,475 | 1,396.28 | 6,352 | -5.87 | ||||
| 2025-08-06 | 13F | 西蒙斯银行 | 1,549,880 | 1,400.99 | 139,691 | -5.57 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 348 | 0.29 | 492 | 9.58 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 644 | 794.44 | 881 | 797.96 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 487 | 18.20 | 666 | 17.70 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 126,925 | 1,346.27 | 11,440 | -9.01 | ||||
| 2025-08-28 | NP | XLY - 非必需消费品精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,991,556 | 1,430.18 | 449,889 | -3.73 | ||||
| 2025-08-14 | 13F | 采石场LP | 11,339 | 3,823.53 | 1,022 | 146.62 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 297,825 | 1,097.62 | 26,843 | -24.65 | ||||
| 2025-08-29 | NP | MRLIX - AMG Renaissance 大盘成长基金 Z 类 | 26,703 | 1,193.12 | 2,407 | -18.66 | ||||
| 2025-08-14 | 13F | 伦敦资本资产管理有限公司 | 18,980 | 1,711 | ||||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 498,745 | 1,357.94 | 44,950 | -8.27 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 56,265 | 1,414.54 | 5,071 | -4.72 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 30 | 3 | ||||||
| 2025-08-01 | 13F | 枪证券公司 | 3,200 | 497.01 | 288 | -59.49 | ||||
| 2025-07-10 | 13F | Mogy Joel R 投资顾问公司 | 249,255 | 1,386.67 | 22,465 | -6.47 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 1,095 | 1,400.00 | 99 | -5.77 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 2,860 | 258 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 80,410 | 2,062.72 | 7,249 | 38.39 | ||||
| 2025-08-14 | 13F | 特立独行资本有限公司 | 56,039 | 5,051 | ||||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 16,416 | 1,016.73 | 1,480 | -29.74 | ||||
| 2025-07-30 | 13F | 支流资本管理有限责任公司 | 3,390 | 1,367.53 | 306 | -7.58 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 15,375 | 1,400.00 | 1,386 | -5.65 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 4 | 5 | ||||||
| 2025-07-21 | 13F | 111资本 | 37,903 | 3,416 | ||||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 22,275 | 1,400.00 | 2 | 0.00 | ||||
| 2025-08-22 | NP | FFIDX - 富达基金 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 | 495,000 | 1,400.00 | 44,614 | -5.63 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 5,540 | 1,331.52 | 499 | -9.93 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 1,535 | 1,390.29 | 138 | -6.12 | ||||
| 2025-07-07 | 13F | 视野财富管理 | 165 | 1,400.00 | 15 | -6.67 | ||||
| 2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 3,105 | 1,400.00 | 280 | -5.74 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 16,104 | 1,164.05 | 1,451 | -20.49 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 2,420 | 9.90 | 3,309 | 9.42 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 3,527 | 1,095.59 | 318 | -24.88 | ||||
| 2025-08-08 | 13F | 尼克松皮博迪信托公司 | 4,065 | 1,400.00 | 366 | -5.67 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 715,576 | 1,680.13 | 64,495 | 11.99 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 615,544 | 1,380.42 | 55,479 | -6.86 | ||||
| 2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 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 | 34,634 | 6.29 | 49,014 | 16.21 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 127,298 | 11,473 | ||||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 5,560 | 1,414.99 | 514 | 0.59 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 191,355 | 1,400.00 | 17,247 | -5.63 | ||||
| 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 | 82,608 | 8.25 | 112,966 | 7.77 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 47,664 | 1,296.95 | 4,932 | 0.90 | ||||
| 2025-08-11 | 13F | 花旗集团 | 1,628,732 | 1,292.89 | 146,798 | -12.37 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 195,246 | 17,598 | ||||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 10,384 | 1,602.30 | 936 | 7.10 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 29,614 | 2,669 | ||||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 类股票 | 1,125 | 1,400.00 | 101 | -5.61 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 9,064 | 777.44 | 817 | -44.83 | ||||
| 2025-08-20 | NP | LKEQX - LKCM 股票基金 | 120,000 | 1,400.00 | 10,816 | -5.63 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 5,235 | 8,209.52 | 472 | 613.64 | ||||
| 2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 2,840 | 1,541.62 | 256 | 3.24 | ||||
| 2025-07-07 | 13F | 加速投资顾问有限责任公司 | 2,829 | 1,454.40 | 255 | -2.31 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 41,133 | 1,189.84 | 3,707 | -18.85 | ||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 3,578 | 1,409.70 | 322 | -5.01 | ||||
| 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 | 106,532 | 0.16 | 145,683 | -0.28 | ||||
| 2025-08-26 | NP | SBRAX - Segall Bryant & Hamill All Cap 基金零售类 | 18,210 | 1,098.82 | 1,641 | -24.59 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 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 | 1,290 | 144.32 | 116 | -80.54 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 59,082 | 5,325 | ||||||
| 2025-08-05 | 13F | 查普曼投资管理有限责任公司 | 7,725 | 1,423.67 | 696 | -4.13 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 24,069 | 3,541.30 | 2,169 | 129.04 | ||||
| 2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 477,920 | 1,416.97 | 43,065 | -4.54 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 20,987 | 1,469.71 | 1,892 | -1.25 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 599,323 | 1,199.51 | 54,017 | -18.24 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 390 | 1,525.00 | 35 | 2.94 | ||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 49,624 | 1,373.40 | 4,473 | -7.30 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 404,517 | 2,129.85 | 36,459 | 40.29 | ||||
| 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 | 4,700 | 6,651 | ||||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 63,726 | 1,522.35 | 5,744 | 2.08 | ||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 15 | 1,400.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 335,375 | 1,086.96 | 30,227 | -25.32 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 1,247,348 | 1,297.53 | 112,423 | -12.08 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 66,315 | 785.74 | 5,977 | -44.28 | ||||
| 2025-08-11 | 13F | ICICI保诚资产管理有限公司 | 10,713 | 1,359.54 | 966 | -8.18 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 15,064 | 1,355.46 | 1,358 | -8.43 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 2,373,578 | 1,944.88 | 213,857 | 28.69 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 124,146 | 1,467.90 | 11,189 | -1.36 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 12,195 | 1,407.42 | 1,099 | -5.09 | ||||
| 2025-08-29 | NP | FTHMX - FullerThaler 行为中型股票基金机构股票 | 6,300 | 1,400.00 | 568 | -5.66 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 2,257 | 1,435.37 | 203 | -3.33 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 10,212 | 6.04 | 13,965 | 5.56 | ||||
| 2025-07-25 | 13F | 中西部资本顾问有限公司 | 240 | 1,400.00 | 22 | -4.55 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 297,113 | 1,382.90 | 26,779 | -6.71 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 5,505 | 496 | ||||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 122,231 | 75,351.23 | 11 | |||||
| 2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 3,600 | 1,400.00 | 324 | -5.54 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 64,374 | 1,469.33 | 5,802 | -1.24 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 313 | 2.62 | 448 | 24.10 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 4,140 | 1,368.09 | 373 | -7.44 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 15,480 | 1,350.80 | 1,395 | -8.70 | ||||
| 2025-08-26 | 13F | 普罗维登投资管理公司 | 383,699 | 1,384.56 | 34,583 | -6.60 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 3,975 | 1,417.18 | 358 | -4.53 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 3,465 | 312 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 1,830 | 1,400.00 | 165 | -5.75 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 60 | 1,400.00 | 5 | 0.00 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 中型股账户 1 类 | 302,721 | 1,209.97 | 27,284 | -17.58 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 133,213 | 1,535.32 | 12,006 | 2.89 | ||||
| 2025-08-29 | NP | FTZIX - Fuller & Thaler 行为无约束股票基金机构股票 | 115,840 | 1,612.60 | 10,441 | 7.75 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 120 | 106.90 | 164 | 107.59 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 18,946 | 1,762.93 | 1,708 | 17.24 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 5,595 | 1,400.00 | 504 | -5.62 | ||||
| 2025-08-04 | 13F | 现场和主要银行 | 7,405 | 1,478.89 | 667 | -0.60 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 14,405 | 592.22 | 1 | -50.00 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,175,931 | 1,557.13 | 105,987 | 4.26 | ||||
| 2025-08-14 | 13F | 中西一金融集团有限公司 | 15,975 | 1,375.07 | 1,440 | -7.22 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 10,815 | 1,702.50 | 975 | 13.39 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 3,824 | 1,473.66 | 345 | -1.15 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 87,645 | 1,833.49 | 11,115 | 71.05 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 57,949 | 1,384.73 | 5,223 | -6.58 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 570 | 1,400.00 | 51 | -5.56 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT GAMCO 小型公司价值投资组合 IB 类 | 150,000 | 1,400.00 | 13,520 | -5.63 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 11,550 | 1,384.58 | 1,041 | -6.55 | ||||
| 2025-08-14 | 13F | DoubleLine ETF 顾问 LP | 17,644 | 1,213.78 | 1,590 | -17.32 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 6,754 | 1,696.28 | 669 | 29.65 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 288,225 | 1,391.69 | 25,978 | -6.15 | ||||
| 2025-08-13 | 13F | 联合遗产资本有限责任公司 | 64,020 | 1,400.00 | 5,770 | -5.63 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 302,700 | 1,672.25 | 27,282 | 11.50 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 18,801 | 6,360.82 | 1,695 | 307.21 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 64,971 | 1,401.53 | 5,856 | -5.53 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 14,550 | 1,400.00 | 1,311 | -5.62 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 106,423 | 1,392.19 | 9,592 | -6.13 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 1,547,565 | 1,311.92 | 139 | -11.46 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 2,106,787 | 1,379.27 | 189,885 | -6.93 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 6,855 | 956.24 | 618 | -33.58 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 467,405 | 1,386.89 | 42,127 | -6.45 | ||||
| 2025-07-29 | 13F | 康芒斯资本有限公司 | 9,784 | 1,457.96 | 882 | -2.00 | ||||
| 2025-08-05 | 13F | 日内瓦资本管理有限公司 | 465,022 | 1,386.98 | 41,912 | -6.45 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 180 | 1,400.00 | 16 | -5.88 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 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 | 327 | 16.79 | 447 | 16.41 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 2,334,528 | 1,231.41 | 210,411 | -16.23 | ||||
| 2025-08-07 | 13F | 弗洛斯巴赫冯斯托奇股份公司 | 67,505 | 1,122.92 | 6,084 | -23.06 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 55,700 | 5,020 | |||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 1,538 | 5,026.67 | 0 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 41,100 | 3,704 | |||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 45 | 1,400.00 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 1,925 | 1,465.04 | 174 | 4.85 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 16,065 | 1,414.14 | 1,448 | -4.74 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 376,610 | 33,944 | ||||||
| 2025-08-25 | NP | HIMCX - 哈特福德中型股 Hls 基金 Ia | 135,853 | 875.61 | 12,244 | -38.62 | ||||
| 2025-08-06 | 13F | 融合金融有限公司 | 8,124 | 2,317.86 | 732 | 52.18 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 3,263 | 1,531.50 | 294 | 2.80 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 71,212 | 818.51 | 6,418 | -42.21 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 8,555 | 1,369.93 | 771 | -7.44 | ||||
| 2025-08-14 | 13F | 道富银行 | 37,179,783 | 1,424.24 | 3,351,014 | -4.10 | ||||
| 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 | 3,551 | 24.68 | 5,025 | 36.33 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 174,295 | 7,800.95 | 15,709 | 397.12 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 12,630 | 1,403.57 | 1,138 | -5.40 | ||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 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 | 57,563 | 9.09 | 78,717 | 8.61 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 7,683 | 1,531.21 | 692 | 2.67 | ||||
| 2025-07-30 | NP | ABIG - 白银大盘股 ETF | 415 | 568 | ||||||
| 2025-07-30 | 13F | 盖布尔斯资本管理公司 | 180 | 1,400.00 | 16 | -5.88 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 2,955 | 266 | ||||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 9,154 | 1,222.83 | 825 | -16.75 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 246,956 | 1,831.00 | 22,258 | 21.49 | ||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 53,768 | 2,119.07 | 4,846 | 39.61 | ||||
| 2025-08-08 | 13F | 大理石港投资顾问有限责任公司 | 292,335 | 1,355.56 | 26,348 | -8.42 | ||||
| 2025-05-27 | NP | USSE - Segall Bryant & Hamill 精选股票 ETF | 7,598 | 0.13 | 10,885 | 20.97 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 2,555 | 1,385.47 | 230 | -6.50 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 10,119,886 | 1,347.04 | 912,105 | -8.96 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 2,771 | 1,207.08 | 250 | -17.82 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 2,123 | 1,296.71 | 191 | -11.98 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 136,945 | 1,546.77 | 12,343 | 3.60 | ||||
| 2025-08-07 | 13F | 艾伦投资管理有限公司 | 38,250 | 1,400.00 | 3,447 | -5.64 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 2,975 | 1,441.45 | 268 | -2.90 | ||||
| 2025-07-22 | 13F | IFS 顾问有限责任公司 | 135 | 1,400.00 | 12 | 0.00 | ||||
| 2025-07-29 | 13F | Rockbridge资本管理有限公司 | 173,460 | 1,394.83 | 15,634 | -5.96 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 16,987 | 1,464.18 | 1,531 | -1.54 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 345 | 3,036.36 | 31 | 106.67 | ||||
| 2025-07-11 | 13F | 比特币资本管理公司 | 108,009 | 1,384.46 | 9,725 | -6.71 | ||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 43,212 | 1,505.80 | 3,895 | 1.01 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,367,424 | 1,389.55 | 934,416 | -6.29 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 2,551 | 962.92 | 230 | -33.24 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 375 | 1,604.55 | 34 | 6.45 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 7,238 | 1,281.30 | 652 | -13.07 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 3,990 | 360 | ||||||
| 2025-08-13 | 13F | 地峡合伙人有限公司 | 3,150 | 1,400.00 | 284 | -5.67 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 558,884 | 1,409.93 | 50,372 | -5.00 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,356 | 14.75 | 6,165 | 25.46 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 6,490 | 1,412.82 | 585 | -4.89 | ||||
| 2025-07-10 | 13F | 瑞安投资管理公司 | 30 | 3 | ||||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 2,440 | 3,453 | ||||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 20,228 | 817.79 | 1,823 | -42.24 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 15,626 | 955.10 | 1,408 | -33.62 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 858 | 793.75 | 77 | -43.80 | ||||
| 2025-08-05 | 13F | Accucest全球顾问公司 | 24,860 | 3,436.27 | 2,241 | 122.54 | ||||
| 2025-07-28 | NP | James Alpha Funds Trust - Easterly Snow 多/空机会基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 112 | 11,100.00 | 10 | 900.00 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 83,331 | 1,415.94 | 7,511 | -4.62 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 多拉山第一国民银行信托投资服务 | 54,749 | 1,091.49 | 4,935 | -25.04 | ||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 268,500 | 1,400.00 | 24,200 | -5.63 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 2,390 | 1,403.14 | 224 | -1.32 | ||||
| 2025-08-12 | 13F | NDVR 公司 | 3,094 | 1,462.63 | 279 | -1.77 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 72 | 6 | ||||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 9,460 | 853 | ||||||
| 2025-08-07 | 13F | 英杰华公司 | 641,498 | 5,021.74 | 57,818 | 222.23 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 300 | 27 | |||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 195 | 18 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 24,754 | 1,172.70 | 2,231 | -19.92 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 1,100 | 99 | |||||
| 2025-07-07 | 13F | 巅峰财务顾问有限公司 | 28,143 | 2,537 | ||||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 13,965 | 1,259 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 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 | 6,390 | 1,051.35 | 576 | 136.63 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/股票 500 指数投资组合 IA 级 | 182,475 | 1,400.00 | 16,446 | -5.63 | ||||
| 2025-08-05 | 13F | 王朝财富管理有限责任公司 | 5,039 | 454 | ||||||
| 2025-08-14 | 13F | 目的地财富管理 | 224,172 | 1,410.59 | 20,205 | -4.96 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -180 | 1,400.00 | -16 | -5.88 | |||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - VIRTUS 战略配置系列 A 类 | 7,900 | 1,349.54 | 712 | -8.72 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 367,965 | 1,239.17 | 33,165 | -15.75 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 8,309,786 | 1,544.15 | 748,961 | 3.44 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 平衡基金 (a) | 657,650 | 1,080.45 | 59,274 | -25.73 | ||||
| 2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 2,818 | 1.99 | 3,988 | 11.52 | ||||
| 2025-07-25 | NP | OTCAX - MFS 中型成长基金 A | 145,872 | 10.71 | 199,480 | 10.22 | ||||
| 2025-07-24 | 13F | 金融连接集团有限公司 | 495 | 1,400.00 | 0 | |||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 210 | 813.04 | 19 | -43.75 | ||||
| 2025-08-08 | 13F | 时代广场资本管理有限公司 | 1,043,960 | 1,422.74 | 94,092 | -4.20 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 3,135 | 1,467.50 | 283 | -1.40 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 2,722 | 0 | ||||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 3,050 | 275 | ||||||
| 2025-07-10 | 13F | SK 财富管理有限责任公司 | 4,275 | 1,400.00 | 396 | 1.28 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 138,034 | 1,549.74 | 12,441 | 3.80 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 7,556 | 1,669.56 | 681 | 11.46 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 485,699 | 1,248.83 | 43,776 | -15.14 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 纳斯达克 100 指数基金标准 | 6,750 | 1,361.04 | 608 | -8.02 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 47,503 | 1,810.82 | 4,671 | 31.14 | ||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 36,179 | 1,412.50 | 3,261 | -4.85 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 70,854 | 1,099.70 | 6,223 | -26.44 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 12,118 | 3,528.14 | 1 | |||||
| 2025-08-13 | 13F | 阿尔科斯塔资本管理公司 | 46,860 | 1,393.78 | 4,223 | -6.03 | ||||
| 2025-08-14 | 13F | 石点资本有限责任公司 | 160,227 | 1,236.00 | 14,441 | -15.94 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 11,431 | 2,085.66 | 1,030 | 37.52 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 253,235 | 1,342.61 | 22,824 | -9.24 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 123,240 | 1,400.00 | 11,108 | -5.63 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 6,780 | 1,967.07 | 611 | 30.28 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 87,090 | 1,431.12 | 7,849 | -3.67 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 83,065 | 1,473.80 | 7,487 | 0.11 | ||||
| 2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 1,897,333 | 1,520.13 | 171,007 | 1.93 | ||||
| 2025-07-30 | 13F | 施瓦茨投资顾问公司 | 765,000 | 1,400.00 | 68,949 | -5.63 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 11,051 | 1,496.97 | 1 | |||||
| 2025-08-28 | NP | SBQAX - AmericaFirst 大盘股回购基金 A 类 | 570 | 1,400.00 | 51 | -5.56 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 14,359 | 2,059.25 | 1,294 | 35.92 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 180 | 1,400.00 | 16 | -5.88 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 26,012 | 1,219.74 | 2,344 | -16.97 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 12,810 | 1,339.33 | 1,155 | -9.42 | ||||
| 2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 4,014 | 1,238.00 | 5,489 | 1,232.28 | ||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 3,900 | 1,400.00 | 352 | -5.65 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 75 | 2,400.00 | 7 | 50.00 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 1,079,612 | 1,377.85 | 97,305 | -7.02 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 17,006 | 1,304.29 | 1,533 | -11.65 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 10,413 | 1,451.86 | 939 | -2.29 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 45 | 1,400.00 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 444,982 | 1,409.13 | 40 | -4.76 | ||||
| 2025-07-25 | NP | BMSFX - MFS 混合研究中型股票基金 A | 16,900 | 29.20 | 23,111 | 28.62 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 12,129 | 1,577.59 | 1,093 | 5.60 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 69,482 | 1,473.77 | 6,262 | -1.00 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 90 | 1,400.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 292,791 | 1,340.26 | 26,389 | -9.38 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 1,345 | 840.56 | 121 | 61.33 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 75,812 | 1,411.10 | 6,833 | -4.94 | ||||
| 2025-07-25 | 13F | SPC 金融公司 | 4,290 | 1,349.32 | 387 | -8.96 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 18,870 | 1,701 | ||||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 358,671 | 15,926.41 | 32,327 | 908.33 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 3,952 | 1,058.94 | 356 | -27.05 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 2,915 | 3,986 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 8,201 | 4.46 | 11,215 | 3.99 | ||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 14,325 | 1,504.14 | 1,291 | 0.94 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 765,910 | 1,403.05 | 69,031 | -5.38 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 4,328 | 876.98 | 390 | -38.49 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 纳斯达克 100 指数投资组合副总裁 | 28,004 | 1,393.55 | 2,524 | -6.03 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 53,100 | 1,866.67 | 4,786 | 23.74 | ||||
| 2025-07-31 | 13F | Tandem 投资顾问公司 | 63,609 | 1,361.27 | 6 | -16.67 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 253,609 | 1,357.19 | 22,858 | -8.32 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 1,600 | 319.95 | 144 | -73.58 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 115,980 | 1,382.55 | 10,453 | -6.73 | ||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 140 | 2,233.33 | 13 | 50.00 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 375 | 1,400.00 | 34 | -5.71 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 18,901 | 1,353.92 | 1,704 | -8.54 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 703 | 1,702.56 | 63 | 14.55 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 240 | 1,400.00 | 22 | -4.55 | ||||
| 2025-04-01 | NP | PKW - 景顺回购成功者 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 | 32,100 | 32.20 | 41,551 | 48.39 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 28,500 | 2,750.00 | 2,569 | 79.33 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 579 | 7.62 | 819 | 17.67 | ||||
| 2025-07-09 | 13F | 智慧资本有限公司 | 420,797 | 1,378.35 | 37,926 | -6.99 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 1,076,625 | 1,342.73 | 97 | -8.49 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 12,936 | 1,464.21 | 1,166 | -1.60 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 55,005 | 1,371.12 | 5 | -20.00 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 2,607 | 45.64 | 3,565 | 45.04 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 29,080 | 1,390.52 | 2,621 | -6.23 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 3,606 | 1,408.79 | 325 | -4.97 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 9,126 | 823 | ||||||
| 2025-08-14 | 13F | 萨姆林资本有限公司 | 1,072,677 | 96,680 | ||||||
| 2025-07-23 | 13F | ETF 投资组合合作伙伴公司 | 2,580 | 1,400.00 | 233 | -5.69 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 123,988 | 1,825.28 | 11,175 | 21.14 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 105 | 9 | ||||||
| 2025-08-14 | 13F | LM 顾问有限责任公司 | 3,000 | 1,392.54 | 0 | |||||
| 2025-07-25 | 13F | 优点投资组合管理 | 96,300 | 1,319.52 | 8,680 | -10.69 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 6,596 | 233.47 | 9,020 | 231.98 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 17,685 | 1,400.00 | 1,594 | -5.68 | ||||
| 2025-07-24 | 13F | Etesian 财富顾问公司 | 3,270 | 1,400.00 | 295 | -5.77 | ||||
| 2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 2,340 | 1,400.00 | 211 | -5.83 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 10,743 | 1,336.23 | 968 | -9.62 | ||||
| 2025-08-08 | 13F | 真点公司 | 7,239 | 652 | ||||||
| 2025-08-13 | 13F | 克拉克斯顿资本合伙人有限责任公司 | 14,475 | 1,792.16 | 1,305 | 19.09 | ||||
| 2025-06-25 | NP | ALIBX - 阿尔卑斯山 |史密斯平衡机会基金投资者类别 | 86 | 11.69 | 122 | 22.22 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 305 | 8.16 | 417 | 7.75 | ||||
| 2025-08-14 | 13F | 停战资本有限公司 | 70,925 | 1,609.45 | 6,392 | 7.56 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 501 | 1,418.18 | 45 | -4.26 | ||||
| 2025-08-12 | 13F | 财富桥资本管理有限公司 | 5,085 | 3,245.39 | 458 | 111.06 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 9,626 | 1,349.70 | 868 | -8.83 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 4,987 | 1,562.33 | 449 | 4.66 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理大盘增长基金 I 类 | 60,915 | 3,646.31 | 5,490 | 135.72 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 150 | 1,400.00 | 14 | -7.14 | ||||
| 2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 135 | 1,400.00 | 12 | 0.00 | ||||
| 2025-06-26 | NP | SEG Partners多空股票基金 | Short | -611 | -865 | |||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 31,285 | 1,372.24 | 2,820 | -7.39 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 30 | 1,400.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 46,400 | 248.87 | 4,182 | -78.05 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 2,635,540 | 3,786.71 | 237,541 | 144.53 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 22,545 | 1,750.99 | 2,032 | 16.46 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 6,300 | 568 | |||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 130,873 | 1,449.53 | 11,795 | -2.51 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 387,458 | 1,420.87 | 34,922 | -4.32 | ||||
| 2025-08-14 | 13F | 阿伯丁财富管理有限公司 | 7,500 | 1,400.00 | 676 | -5.73 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 4,139 | 229.28 | 373 | -74.97 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 822 | 1,577.55 | 74 | -5.13 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 1,230,568 | 1,444.95 | 110,911 | -2.80 | ||||
| 2025-08-27 | NP | TACLX - Touchstone 大盘基金 A 类 | 77,492 | 1,403.53 | 6,984 | -5.40 | ||||
| 2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 3,125 | 0.97 | 4,273 | 0.52 | ||||
| 2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 102,030 | 1,321.43 | 9,196 | -10.58 | ||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 25,950 | 2,339 | ||||||
| 2025-08-27 | NP | 自由全明星股票基金 | 169,065 | 1,040.40 | 15,238 | -28.25 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a) | 110,198 | 1,163.30 | 9,932 | -20.52 | ||||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 18,622 | 1,329.16 | 1,678 | -10.08 | ||||
| 2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 2,797 | 1,403.76 | 252 | -5.26 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 744,336 | 1,496.40 | 67,087 | 0.44 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,846 | 1,400.81 | 166 | -5.68 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 3,413 | 1,352.34 | 308 | -8.63 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 43,486 | 5,151.93 | 3,919 | 230.44 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 207 | 6.15 | 283 | 5.99 | ||||
| 2025-07-22 | 13F | 希蒙运河信托公司 | 5,310 | 1,358.79 | 479 | -8.25 | ||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 1,920 | 1,400.00 | 173 | -5.46 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 759,465 | 2,266.52 | 68,451 | 48.89 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 8,864 | 1,990.57 | 866 | 51.49 | ||||
| 2025-07-18 | 13F | 福布斯律师事务所 | 72,630 | 1,409.98 | 6,546 | -4.99 | ||||
| 2025-08-07 | 13F | 商业银行 | 301,358 | 1,387.75 | 27,161 | -6.40 | ||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 2,178 | 13.32 | 3,082 | 23.92 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 45 | 1,400.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 8,160,858 | 1,320.48 | 736 | -10.69 | ||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 212,795 | 1,471.02 | 19,179 | -1.16 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 11,622 | 1,047 | ||||||
| 2025-06-26 | NP | IEDI - iShares Evolved 美国全权委托支出 ETF | 601 | 8.29 | 851 | 18.38 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 1,355,757 | 1,359.36 | 122,194 | -8.19 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 952,181 | 1,412.94 | 85,820 | -4.81 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 107,600 | 1,373.97 | 9,698 | -7.27 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 122,457 | 1,384.33 | 11,037 | -6.62 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 28,485 | 1,400.00 | 2,567 | -5.62 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 4,498 | 1,350.97 | 405 | -8.78 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 285 | 1,400.00 | 26 | -7.41 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 1,132,357 | 1,290.15 | 101,627 | -12.32 | ||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 3,987 | 1,398.87 | 359 | -5.77 | ||||
| 2025-08-12 | 13F | 鲍伊资本管理有限公司 | 648,660 | 1,189.76 | 58,464 | -18.86 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,492,113 | 895.68 | 133,604 | -37.77 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 106,585 | 9,607 | ||||||
| 2025-08-11 | 13F | 托马斯故事父子公司 | 143,040 | 1,342.37 | 12,892 | -9.25 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 6,870 | 1,596.30 | 619 | 6.72 | ||||
| 2025-08-06 | 13F | LeClair财富合伙公司 | 4,155 | 1,400.00 | 374 | -5.56 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 2,400 | 216 | ||||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 225 | 1,400.00 | 20 | -4.76 | ||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 3,640 | 1,397.94 | 328 | -5.48 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 30 | 1,400.00 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 60,571 | 1,356.03 | 5,532 | -7.18 | ||||
| 2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 6,660 | 1,400.00 | 600 | -5.66 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 13,036 | 266.80 | 1,175 | -76.90 | ||||
| 2025-08-28 | NP | RWGFX - RiverPark/Wedgewood 基金零售类 | 10,650 | 1,343.09 | 960 | -9.27 | ||||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 68 | 100.00 | 96 | 118.18 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 217 | 1,346.67 | 20 | -5.00 | ||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 2,495 | 225 | ||||||
| 2025-07-14 | 13F | 农商投资公司 | 1,920 | 1,400.00 | 173 | -5.46 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 5 | 7 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 22,200 | 1,341.56 | 2,001 | -9.34 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 123 | 108.47 | 174 | 128.95 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 388,998 | 1,175.65 | 35,060 | -19.74 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 40,437 | 1,317.35 | 3,645 | -10.84 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 74,745 | 1,429.15 | 6,737 | -3.80 | ||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 10,650 | 1,343.09 | 960 | -9.27 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,000,514 | 1,433.00 | 90,176 | -3.55 | ||||
| 2025-07-29 | 13F | 哨兵投资管理有限公司 | 2,640 | 1,400.00 | 0 | |||||
| 2025-08-29 | NP | VNSE - Natixis Vaughan Nelson Select ETF | 4,868 | 1,006.36 | 439 | -30.48 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 215,867 | 801.40 | 19,456 | -43.29 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 225,527 | 1,364.94 | 20,327 | -7.84 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 18,774 | 1,001.76 | 1,692 | -5.95 | ||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 22,244 | 1,212.33 | 2,005 | -17.46 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 9,290 | 1,547.16 | 837 | 3.72 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 60 | 1,400.00 | 5 | 0.00 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 134 | 688.24 | 190 | 894.74 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 10,520 | 1,287.86 | 948 | -12.71 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 19,661 | 1,392.86 | 1,772 | -6.04 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 7,859 | 1,293.44 | 708 | -12.27 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 5,031 | 9.39 | 7,207 | 32.17 | ||||
| 2025-08-14 | 13F | 中心石投资者有限责任公司 | 8,355 | 1,400.00 | 753 | -5.52 | ||||
| 2025-08-14 | 13F | 亚里士多德大西洋合作伙伴有限公司 | 335,104 | 1,324.34 | 30,203 | -10.39 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 107,892 | 1,063.13 | 9,724 | -26.82 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 126,525 | 1,505.85 | 11,404 | 1.03 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 27,990 | 1,322.26 | 2,523 | -10.54 | ||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 52,815 | 1,352.96 | 4,760 | -8.58 | ||||
| 2025-07-17 | 13F | E 六十三有限公司 | 20,415 | 323.20 | 1,840 | -73.37 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 38,304 | 3 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Ivy 中型成长投资组合 IB 级 | 116,760 | 1,363.52 | 10,524 | -7.93 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 120 | 1,614.29 | 11 | 0.00 | ||||
| 2025-08-07 | 13F | 基廷投资顾问公司 | 5,355 | 1,400.00 | 483 | -5.68 | ||||
| 2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 1,847,997 | 1,381.54 | 166,560 | -6.79 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 7,205 | 945.72 | 649 | -34.25 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 58 | 9.43 | 82 | 20.59 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 19,238 | 1,109.18 | 1,734 | -23.96 | ||||
| 2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 2,628 | 1,297.87 | 237 | -12.27 | ||||
| 2025-08-12 | 13F | 福国相互人寿保险公司 | 4,127 | 1,146.83 | 372 | -21.73 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 31,815 | 1,400.00 | 2,867 | -5.63 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 1,650 | 1,566.67 | 0 | |||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 1,317,963 | 1,477.89 | 118,788 | -0.73 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 31,535 | 2,842 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 9,429 | 1,509.04 | 850 | 1.19 | ||||
| 2025-07-10 | 13F | 西太平洋财富管理有限合伙人 | 1,710 | 1,400.00 | 154 | -5.52 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 181,559 | 1,415.90 | 16,364 | -4.63 | ||||
| 2025-07-17 | 13F | 人民金融服务公司 | 1,500 | 1,400.00 | 135 | -5.59 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 165 | 1,400.00 | 15 | -6.67 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 75 | 1,400.00 | 7 | -14.29 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 3,471 | 1,377.02 | 313 | -7.42 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 539,386 | 1,470.31 | 48,613 | -1.21 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 17,340 | 1,098.34 | 1,563 | -24.61 | ||||
| 2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 3,195 | 1,400.00 | 288 | -5.90 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 44,411 | 1,457.73 | 4,003 | -2.01 | ||||
| 2025-08-07 | 13F | 戴维森资本管理公司 | 105 | 1,212.50 | 9 | -18.18 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 6,242 | 3,274.05 | 608 | 129.06 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 11,458 | 1,484.79 | 1,033 | -0.29 | ||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 69,264 | 1,656.19 | 6,243 | 10.48 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 65 | 1,525.00 | 6 | 0.00 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 43,094 | 1,303.26 | 3,884 | -11.71 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆纳斯达克 100 指数基金 (I) | 432,336 | 1,369.13 | 38,966 | -7.57 | ||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 15 | 1 | ||||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 165 | 1,169.23 | 0 | |||||
| 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 | 7,999 | 18.31 | 10,939 | 17.78 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 27,889 | 3 | ||||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 10,385 | 2,133.33 | 936 | 40.54 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 457 | 716.07 | 647 | 797.22 | ||||
| 2025-08-01 | 13F | 莫特科 | 90 | 1,400.00 | 9 | 0.00 | ||||
| 2025-08-26 | NP | BTEFX - 波士顿信托股票基金 | 46,125 | 1,400.00 | 4,157 | -5.63 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 1,845 | 166 | ||||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 15 | 1,400.00 | 1 | 0.00 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 1 | 1 | ||||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 65 | 6,400.00 | 6 | 400.00 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 3,149 | 4.10 | 4,306 | 3.63 | ||||
| 2025-07-29 | NP | RISN - Inspire 战术平衡 ESG ETF | 1,888 | 9.77 | 2,582 | 9.27 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 318,115 | 1,454.74 | 28,672 | -2.19 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 非必需消费品行业基金 (A) | 215,445 | 1,278.76 | 19,418 | -13.25 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 30 | 1,400.00 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 210 | 1,400.00 | 0 | |||||
| 2025-08-14 | 13F | TCW集团公司 | 1,485,763 | 1,394.43 | 133,912 | -5.98 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 61,797 | 1,231.54 | 5,570 | -16.22 | ||||
| 2025-08-14 | 13F | Unisphere成立 | 105,900 | 1,400.00 | 9,545 | -5.64 | ||||
| 2025-03-26 | NP | MLAAX - MainStay 大盘成长基金 A 类 | 189,644 | 29.88 | 245,479 | 45.79 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 7,315 | 1,751.90 | 659 | 16.64 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 12,502 | 1,333.72 | 1,127 | -9.85 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 1,181 | 1,671 | ||||||
| 2025-07-17 | 13F | 贝内特·塞尔比投资有限责任公司 | 2,520 | 1,400.00 | 227 | -5.42 | ||||
| 2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 500 | 16,566.67 | 0 | |||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 3,000 | 270 | |||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 36,234 | 1,445.82 | 3,266 | -2.74 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 6,000 | 2,900.00 | 541 | 88.81 | |||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘核心股票投资组合 | 40,294 | 1,200.23 | 3,632 | -18.20 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 4,110 | 1,400.00 | 370 | -5.61 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 6,953 | 627 | ||||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 5,825 | 525 | ||||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 9,645 | 1,337.41 | 869 | -9.57 | ||||
| 2025-08-15 | NP | BCHP - 本金聚焦蓝筹 ETF 本金聚焦蓝筹 ETF | 37,263 | 1,463.05 | 3,359 | -1.67 | ||||
| 2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 1,722,403 | 1,052.93 | 155,240 | 72,442.06 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 6,169,763 | 7,125.99 | 555,205 | 353.91 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 27,510 | 1,300.00 | 2,479 | -11.94 | ||||
| 2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 75 | 1,400.00 | 7 | -14.29 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 9,152,716 | 1,467.75 | 824,934 | -1.37 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 2,260 | 18.88 | 3,091 | 18.35 | ||||
| 2025-08-14 | 13F | CM Bidwell & Associates 有限公司 | 1,740 | 1,640.00 | 157 | 9.09 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 战略大盘核心 VIP 基金 | 10,785 | 1,400.00 | 972 | -5.63 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 1,119 | 101 | ||||||
| 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 | 3,523,526 | 1,325.29 | 317,575 | -10.33 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 690,521 | 1,400.58 | 62,237 | -5.59 | ||||
| 2025-07-30 | NP | 鹰资本成长基金公司 | 19,125 | 1,400.00 | 1,724 | -5.64 | ||||
| 2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus KAR 资本增长系列 A 级 | 84,000 | 1,352.03 | 7,571 | -8.65 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 3,859 | 348 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 1,860 | 1,837.50 | 168 | 21.90 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 6,814 | 3,341.41 | 1 | |||||
| 2025-07-24 | NP | FAOFX - 富达顾问系列增长机会基金 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 | 5,200 | 7,111 | ||||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 196 | 4,800.00 | 18 | 240.00 | ||||
| 2025-07-23 | 13F | 司法部有限责任公司 | 359 | 0.28 | 496 | -3.32 | ||||
| 2025-03-27 | NP | NWCAX - Nuveen Winslow 大盘成长基金 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 | 12,700 | 30.12 | 16,439 | 46.07 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT Multi Cap Opportunities Fund I 类 | 41,835 | 3,771 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica WMC 美国增长副总裁初始 | 703,176 | 1,130.23 | 63,377 | -22.60 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 35,016 | 1,413.22 | 3,156 | -4.80 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 11,418 | 1,835.25 | 1,031 | 22.59 | ||||
| 2025-07-28 | 13F | 花岗岩集团顾问有限公司 | 2,790 | 1,424.59 | 251 | -4.20 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 2,925 | 1,306.25 | 264 | -11.45 | ||||
| 2025-08-01 | 13F | 洛根资本管理公司 | 4,725 | 1,400.00 | 426 | -5.76 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 317,328 | 1,595.85 | 28,601 | 6.69 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 339,334 | 1,487.01 | 30,584 | 1.55 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 17,491 | 1,252.75 | 1,576 | -14.90 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 1,343 | 1,537.80 | 121 | 3.42 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 15,261 | 2,299.53 | 1,375 | 59.88 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 273 | 52.51 | 391 | 84.43 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 459,398 | 1,382.69 | 41,406 | -6.72 | ||||
| 2025-05-30 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | CCAFX - Calvert 中型基金 A 类 | 22,440 | 1,400.00 | 2,023 | -5.65 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 3 | 4 | ||||||
| 2025-07-15 | 13F | 百达银行信托有限公司 | 13,920 | 1,400.00 | 1,255 | -5.64 | ||||
| 2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 36,007 | 1,421.21 | 3,245 | -4.28 | ||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 1,860 | 1,400.00 | 168 | -5.65 | ||||
| 2025-07-29 | 13F | 哈钦森第一国民银行 | 13,202 | 1,024.53 | 1,190 | -29.27 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 0 | 0 | ||||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 3,071 | 650.86 | 277 | -52.82 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 120,703 | 1,305.32 | 10,879 | -11.59 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 5,405,463 | 1,315.41 | 487,194 | -10.95 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 1,869,045 | 1,386.61 | 168,457 | -6.47 | ||||
| 2025-08-27 | NP | HEAT - Touchstone 气候转型 ETF | 2,355 | 1,277.19 | 212 | -13.11 | ||||
| 2025-08-28 | NP | XRT - SPDR(R) S&P(R) 零售 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 | 47,398 | 1,889.01 | 4,272 | 25.14 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 6,948 | 3,043.89 | 626 | 97.48 | ||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 27,150 | 1,400.00 | 2 | 0.00 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 855 | 1,985.37 | 77 | 32.76 | ||||
| 2025-07-25 | 13F | 阿尔法金融合作伙伴有限责任公司 | 3,426 | 1,402.63 | 309 | -5.52 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 5,385 | 1,400.00 | 485 | -5.64 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 249 | 5.51 | 352 | 15.41 | ||||
| 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 | 3,446 | 1,323.97 | 311 | -10.40 | ||||
| 2025-07-24 | NP | FAGAX - 富达顾问成长机会基金 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 | 134,500 | 183,929 | ||||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 1,388,550 | 1,438.68 | 125,150 | -3.19 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 4,740 | 438.02 | 0 | -100.00 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 20,124 | 1,291.70 | 1,814 | -12.46 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 156,025 | 1,480.16 | 14,063 | -0.59 | ||||
| 2025-07-17 | 13F | 坎贝尔纽曼资产管理公司 | 8,010 | 1,400.00 | 722 | -5.63 | ||||
| 2025-07-24 | 13F | CWM 顾问有限责任公司 | 34,467 | 1,617.34 | 3,107 | 8.07 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 23,592 | 1,302.62 | 2,126 | -11.75 | ||||
| 2025-08-05 | 13F | 整体金融合作伙伴 | 2,532 | 1,398.22 | 228 | -5.79 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 4,312 | 1,356.76 | 389 | -8.49 | ||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 259 | 40.76 | 354 | 100.00 | ||||
| 2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 7,860 | 948.00 | 708 | -34.08 | ||||
| 2025-08-29 | NP | OPTZ-优化策略指数ETF | 7,879 | 1,389.41 | 710 | -6.21 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 94,365 | 1,439.15 | 8,505 | -3.17 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 4,939 | 445 | ||||||
| 2025-08-05 | 13F | 伯尼公司/ | 56,409 | 1,416.78 | 5,084 | -4.58 | ||||
| 2025-07-23 | 13F | 公平信托公司 | 2,490 | 1,210.53 | 224 | -17.65 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 1,114,000 | 1,375.50 | 100,405 | -7.17 | ||||
| 2025-08-13 | 13F | 优化财务公司 | 7,879 | 1,389.41 | 710 | -6.21 | ||||
| 2025-07-11 | 13F | 麋鹿河财富管理有限责任公司 | 106,823 | 1,397.80 | 9,628 | -5.77 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 2,690 | 242 | ||||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 QQQ 低波动率 ETF | 81 | 19.12 | 111 | 18.28 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 4,360 | 217,900.00 | 393 | 19,500.00 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 28,783 | 1,534.47 | 2,566 | 3.47 |
