机构和基金投资人持股 - 买家
在佩切克斯公司中开设新头寸的主要持有者包括 Glenmede投资管理有限公司, FCTE - SMI 3Fourteen 全周期趋势 ETF, 奥里贝尔资本管理有限合伙人, 弗里斯通格罗夫合伙公司, Kodai资本管理有限责任公司, 索恩资本管理有限公司, APUE - ActivePassive 美国股票 ETF, 乐天投资管理公司, SEG Partners多空股票基金, 中西部信托公司, Peak6有限责任公司, 瑞穗证券美国有限公司, 私人资本管理有限责任公司, Abc 套利 Sa, 布雷文·霍华德资本管理有限责任公司, CFC 规划有限公司, Polymer资本管理(美国)有限责任公司, 德克萨斯州金斯顿资本合伙有限公司, 沃尔特拉技术有限公司, 和 多元化咨询服务有限公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | 峰会步道顾问有限公司 | 13,420 | 1,952 | ||||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 425 | 62 | ||||||
2025-07-30 | 13F | 克林曼联合有限责任公司 | 2,069 | 301 | ||||||
2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 18,772 | 463.55 | 2,762 | 598.99 | ||||
2025-08-12 | 13F | 新常春藤资本管理公司 | 12,411 | 264.81 | 1,805 | 244.47 | ||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 12,690 | 1,846 | ||||||
2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 140,107 | 1.34 | 20,613 | 0.96 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 5,190 | 10.99 | 755 | 4.58 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 287 | 42 | ||||||
2025-08-14 | 13F | Bontempo Ohly 资本管理有限公司 | 31,698 | 0.71 | 4,611 | -5.05 | ||||
2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 5,263 | 5.28 | 766 | -0.78 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 13,761 | 115.76 | 2,002 | 103.35 | ||||
2025-07-17 | 13F | 西方金融公司/CA | 7,156 | 0.27 | 1,041 | -5.54 | ||||
2025-08-14 | 13F | Df Dent & Co 公司 | 32,803 | 5.69 | 4,772 | -0.36 | ||||
2025-08-13 | 13F | 挪威银行 | 2,077,847 | 302,244 | ||||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 26,697 | 42.77 | 3,883 | 34.64 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 135,376 | 4.96 | 19,692 | -1.04 | ||||
2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 11,167 | 4.52 | 1,624 | -1.46 | ||||
2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 77 | 24.19 | 11 | 22.22 | ||||
2025-08-12 | 13F | 峰会全球投资 | 2,362 | 0 | ||||||
2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 27 | 17.39 | 4 | 33.33 | ||||
2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,736 | 2.39 | 11,437 | 2.02 | ||||
2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 31 | 5 | ||||||
2025-07-25 | 13F | 海明顿财富管理 | 351 | 10.38 | 0 | |||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 374,284 | 2.52 | 54,443 | -3.34 | ||||
2025-08-28 | NP | QNXT - iShares 纳斯达克 100 指数前 30 ETF | 1,327 | 0.53 | 193 | -4.93 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 3,200 | 77.78 | 465 | 67.87 | |||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 5,800 | 2,800.00 | 844 | 2,710.00 | |||
2025-08-12 | 13F | 旅程战略财富有限公司 | 11,967 | 7.63 | 1,741 | 1.46 | ||||
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 | 146,420 | 1.40 | 21,541 | 1.03 | ||||
2025-08-12 | 13F | 巴尔盖纳公司 | 1,804,182 | 2.78 | 262,436 | -3.10 | ||||
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 | 333 | 20.65 | 49 | 20.00 | ||||
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 | 89,799 | 7.99 | 13,211 | 7.59 | ||||
2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 228 | 16.92 | 36 | 24.14 | ||||
2025-07-14 | 13F | CRA 金融服务有限责任公司 | 2,379 | 0.38 | 346 | -5.21 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 60,997 | 11.06 | 8,974 | 10.64 | ||||
2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 9,627 | 1.29 | 1,400 | -4.50 | ||||
2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 3,699 | 1.82 | 538 | -3.93 | ||||
2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 1,852 | 269 | ||||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 872 | 39.07 | 138 | 44.21 | ||||
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 | 164,702 | 1.00 | 23,958 | -4.78 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 80 | 207.69 | 12 | 175.00 | ||||
2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 2,718 | 0.52 | 395 | -5.28 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 91,557 | 3.33 | 13 | 0.00 | ||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 160,946 | 12.34 | 23,411 | 5.92 | ||||
2025-08-15 | 13F | 蓝筹合伙人公司 | 1,376 | 200 | ||||||
2025-08-12 | 13F | 贝莱德公司 | 27,369,482 | 0.88 | 3,981,165 | -4.89 | ||||
2025-08-13 | 13F | 系柱集团有限责任公司 | 16,396 | 9.68 | 2 | 0.00 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 1,537 | 224 | ||||||
2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 1,358 | 18.81 | 198 | 11.93 | ||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,544 | 6.78 | 244 | 10.96 | ||||
2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 45 | 7.14 | 7 | 0.00 | ||||
2025-07-30 | 13F | 道德公司 | 62,104 | 9.15 | 8,939 | 1.64 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 746 | 109 | ||||||
2025-08-12 | 13F | 西北互助投资管理公司 | 10,227 | 0.34 | 1,488 | -5.41 | ||||
2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 1,937 | 282 | ||||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 76,346 | 4.07 | 11,105 | -1.88 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 58 | 11.54 | 8 | 0.00 | ||||
2025-08-14 | 13F | 明治安田生命保险公司 | 2,193 | 319 | ||||||
2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 102,790 | 104.66 | 15,122 | 103.91 | ||||
2025-07-08 | 13F | 爱华顾问有限公司 | 1,642 | 239 | ||||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 49,251 | 6.71 | 7,164 | 0.60 | ||||
2025-07-11 | 13F | 弗吉尼亚信托公司/va | 3,825 | 2.68 | 556 | -3.14 | ||||
2025-08-05 | 13F | 韦克德有限责任公司 | 1,619 | 13.85 | 236 | |||||
2025-07-14 | 13F | 矩阵信托公司 | 14,086 | 7.36 | 2 | 0.00 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 6,603 | 50.65 | 960 | 42.01 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 1,470 | 1.24 | 227 | 11.33 | ||||
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 | 16,552 | 0.04 | 2,408 | -5.68 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 64,592 | 11.81 | 9,397 | 5.44 | ||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 28,825 | 7.54 | 4,193 | 1.38 | ||||
2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 2,417 | 0.67 | 352 | -5.14 | ||||
2025-08-08 | 13F | CWS 财务顾问有限责任公司 | 4,158 | 27.00 | 605 | 19.60 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 898,889 | 7.16 | 130,752 | 1.03 | ||||
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 | 7,130 | 6.18 | 1,037 | 0.19 | ||||
2025-08-19 | 13F | 财富集团有限公司 | 1,522 | 1.47 | 0 | |||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 27,694 | 0.73 | 4,028 | -5.02 | ||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 7,665 | 5.10 | 1,115 | -0.98 | ||||
2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 98 | 1.03 | 14 | 0.00 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 161 | 6.62 | 23 | 0.00 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 2,985 | 2.65 | 434 | -3.12 | ||||
2025-07-18 | 13F | 社区银行与信托,德克萨斯州韦科 | 35,954 | 0.32 | 5 | 0.00 | ||||
2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 1,453 | 0.21 | 211 | -5.38 | ||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 9,648 | 1,302 | ||||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 328 | 41.99 | 48 | 34.29 | ||||
2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 20,752 | 0.59 | 3,019 | -5.15 | ||||
2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 1,133 | 21.31 | 165 | 13.89 | ||||
2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 1,244 | 24.65 | 181 | 17.65 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 14 | 16.67 | 2 | 100.00 | ||||
2025-07-24 | 13F | Krs资本管理有限公司 | 4,218 | 4.95 | 614 | -1.13 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 62,277 | 4.47 | 9,059 | -1.50 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 645,580 | 6.02 | 93,906 | -0.04 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,078,328 | 179.51 | 156,854 | 163.53 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 494,663 | 1.21 | 71,952 | -4.58 | ||||
2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 2,335 | 8.25 | 340 | 2.11 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 7,075 | 1,029 | ||||||
2025-08-07 | 13F | 康帕斯资本管理公司 | 3,720 | 541 | ||||||
2025-08-26 | NP | BRAGX - 激进投资者 1 基金 N 类 | 6,000 | 873 | ||||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 19,100 | 2,778 | |||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 14,600 | 2,124 | |||||
2025-07-09 | 13F | 索耶公司 | 40,412 | 0.18 | 6 | -16.67 | ||||
2025-08-13 | 13F | 中医顾问有限责任公司 | 879 | -15.58 | ||||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 3,156 | 10.27 | 459 | 4.08 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 3,750 | 55.86 | 546 | 46.90 | ||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 860 | 0.58 | 125 | -4.58 | ||||
2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 1,123,274 | 3.46 | 163,391 | -2.45 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,922 | 2.84 | 280 | -3.12 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 822,873 | 5.97 | 119,695 | -0.09 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 26,030 | 5.29 | 3,786 | -0.73 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 64,016 | 2.46 | 9,309 | -3.44 | ||||
2025-08-14 | 13F | 埃勒维图斯财富管理 | 22,805 | 0.23 | 3,317 | -5.50 | ||||
2025-05-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,872 | 7.26 | 6,151 | 18.02 | ||||
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 | 4,176 | 42.87 | 614 | 42.46 | ||||
2025-07-29 | 13F | 基础有限公司 | 3,348 | 11.53 | 487 | 5.18 | ||||
2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 8,552 | 2.96 | 1,244 | -2.97 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 421,413 | 61,299 | ||||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 5,100 | 742 | |||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 337,300 | 1,872.51 | 49,064 | 1,759.86 | |||
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 | 7,692 | 25.36 | 1,132 | 24.83 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 10,000 | 1,455 | |||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 13,962 | 58.86 | 2,010 | 51.39 | ||||
2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 7,996 | 1,163 | ||||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 10,891 | 2.29 | 1,584 | -3.53 | ||||
2025-08-11 | 13F/A | 阳光海岸股权管理 | 13,970 | 2,032 | ||||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 209 | 6.63 | 33 | 13.79 | ||||
2025-08-12 | 13F | 地平线金融服务有限公司 | 21 | 75.00 | 3 | 200.00 | ||||
2025-07-10 | 13F | 汤普金斯金融公司 | 12,114 | 0.89 | 1,762 | -4.86 | ||||
2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 3,141 | 457 | ||||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 58,477 | 9.44 | 9 | 0.00 | ||||
2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 6,592 | 7.61 | 959 | 1.38 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 64,013 | 1.67 | 9 | 0.00 | ||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 9,903 | 0.77 | 1,457 | 0.34 | ||||
2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 12,718 | 1.32 | 1,850 | -4.49 | ||||
2025-08-06 | 13F | 价值财富顾问有限责任公司 | 262 | 1.95 | 38 | -2.56 | ||||
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 | 7,431,767 | 0.19 | 1,081,025 | -5.54 | ||||
2025-08-11 | 13F | 绿地资本管理有限公司 | 10,709 | 1,558 | ||||||
2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 835 | 203.64 | 132 | 219.51 | ||||
2025-08-12 | 13F | 改变路径有限责任公司 | 20,984 | 11.62 | 3,052 | 5.24 | ||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 28,072 | 4.42 | 4,130 | 4.01 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 38,393 | 3.23 | 5,585 | -2.68 | ||||
2025-08-15 | 13F | 第一中心咨询公司 | 3,470 | 23.36 | 505 | 16.40 | ||||
2025-08-07 | 13F/A | 工商信用 | 5,791 | 98.94 | 842 | 87.53 | ||||
2025-08-07 | 13F/A | 工商信用 | Put | 20,000 | 34.23 | 2,909 | 26.59 | |||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 1,210 | 12.56 | 176 | 6.67 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 5,557 | 5.59 | 808 | -0.37 | ||||
2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 14 | 2 | ||||||
2025-08-15 | 13F | 44 财富管理有限公司 | 3,290 | 2.68 | 479 | -3.24 | ||||
2025-07-21 | 13F | 马特恩资本管理有限公司 | 63,344 | 0.49 | 9,214 | -5.25 | ||||
2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,781 | 0.65 | 439 | 4.77 | ||||
2025-08-13 | 13F | 安盟资产管理公司 | 3,570 | 514 | ||||||
2025-08-12 | 13F | 基石财富管理有限责任公司 | 3,613 | 26.91 | 526 | 19.59 | ||||
2025-07-28 | 13F | 库欣资本合伙公司 | 6,558 | 0.41 | 954 | -5.36 | ||||
2025-08-07 | 13F | PFG顾问 | 39,298 | 16.52 | 5,716 | 9.86 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 21,276 | 5.89 | 3,360 | 10.24 | ||||
2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 4,952 | 15.14 | 720 | 8.60 | ||||
2025-07-25 | NP | INUTX - 哥伦比亚股息机会基金 A 类 | 136,200 | 24.95 | 21,507 | 30.09 | ||||
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 | 79,153 | 1.53 | 11,645 | 1.15 | ||||
2025-07-18 | 13F | 权力咨询集团有限责任公司 | 7,654 | 0.50 | 1,113 | -5.20 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 896,208 | 3.04 | 130,362 | -2.85 | ||||
2025-08-13 | 13F | 资本分析师公司 | 17,597 | 0.23 | 3 | 0.00 | ||||
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 | 709,569 | 0.52 | 104,392 | 0.15 | ||||
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 | 3,830 | 2.87 | 605 | 7.09 | ||||
2025-08-28 | NP | HHDFX - Hamlin 高股息股票基金机构类别股票 | 449,238 | 2.27 | 65,346 | -3.58 | ||||
2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 4,450 | 17.17 | 647 | 10.60 | ||||
2025-07-11 | 13F | 赖特投资者服务公司 | 1,661 | 2.40 | 242 | -3.60 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -88 | -13 | |||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 270,482 | 19.09 | 39,344 | 12.29 | ||||
2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 720 | 44.00 | 105 | 35.06 | ||||
2025-07-24 | 13F | 莫斯利投资管理公司 | 2,211 | 1.10 | 322 | -4.75 | ||||
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 | 3,146 | 1.22 | 463 | 0.87 | ||||
2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 2,652 | 0.19 | 386 | -5.64 | ||||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 3,674 | 0.27 | 534 | -5.49 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 4,714 | 544.87 | 694 | 547.66 | ||||
2025-07-07 | 13F | RDA金融网络 | 4,803 | 2.50 | 699 | -3.32 | ||||
2025-06-25 | NP | QIDX - Indexperts 优质盈利 ETF | 2,986 | 139.65 | 439 | 139.89 | ||||
2025-08-06 | 13F | 爱格夫管理有限公司 | 19,308 | 7.50 | 2,809 | 1.34 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 4,207 | 2.63 | 612 | -3.32 | ||||
2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 147 | 12.21 | 21 | 5.00 | ||||
2025-08-14 | 13F | Synovus金融公司 | 16,590 | 0.66 | 2,413 | -5.07 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 1,876 | 7.82 | 273 | 1.49 | ||||
2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 2,717 | 4.14 | 395 | -1.74 | ||||
2025-08-04 | 13F | 精明顾问公司 | 3,553 | 25.06 | 517 | 17.81 | ||||
2025-08-12 | 13F | 迪梅奥施耐德有限公司 | 2,299 | 0.39 | 334 | -5.38 | ||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 2,131 | 0.19 | 310 | -5.79 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 4,214 | 3.41 | 613 | -2.55 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 846,180 | 15.06 | 121,317 | 8.31 | ||||
2025-08-07 | 13F | 罗斯莫尔私人资本 | 3,428 | 4.10 | 499 | -1.97 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 419 | 61 | ||||||
2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 30,253 | 1.45 | 4,451 | 1.07 | ||||
2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 26,357 | 2.23 | 3,834 | -3.62 | ||||
2025-03-27 | NP | 克拉夫全球机会基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-27 | NP | 克拉夫全球股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 7,160 | 21.15 | 1,041 | 14.27 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 14,466 | 28.10 | 2,128 | 27.65 | ||||
2025-03-27 | NP | 克拉夫全球股息和收益基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 260,506 | 118.38 | 38,328 | 108.26 | ||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 263 | 40.64 | 38 | 35.71 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 11,680 | 247.62 | 1,699 | 260.72 | ||||
2025-08-08 | 13F | 杰克逊维尔财富管理有限责任公司 | 5,936 | 0.30 | 863 | -5.48 | ||||
2025-07-15 | 13F | 复地资本有限公司 /adv | 11,134 | 4.51 | 1,620 | -1.46 | ||||
2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 3,507 | 105.93 | 510 | 153.73 | ||||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 6,846 | 19.92 | 996 | 13.07 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 36,200 | 5 | ||||||
2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 162,180 | 1.28 | 25,610 | 5.45 | ||||
2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 89,996 | 10.44 | 14,211 | 14.99 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 70,297 | 0.36 | 10,225 | -5.38 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 17,539 | 0.07 | 2,542 | -7.03 | ||||
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 | 460,395 | 8.66 | 72,701 | 13.13 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 7,540 | 37.74 | 1,097 | 29.86 | ||||
2025-08-06 | 13F | 樱桃溪投资顾问公司 | 2,474 | 0.08 | 360 | -5.77 | ||||
2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 192 | 204.76 | 30 | 233.33 | ||||
2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 396,897 | 7.52 | 57,733 | 1.37 | ||||
2025-08-14 | 13F | 法灵顿资本有限公司 | 3,907 | 568 | ||||||
2025-08-12 | 13F | 资产管理集团公司 | 8,050 | 0.64 | 1,171 | -5.19 | ||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 128 | -17.95 | ||||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 44 | 6 | ||||||
2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 3,022 | 6.04 | 440 | 0.00 | ||||
2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 28,422 | 105.63 | 4,134 | 93.90 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 17,434 | 18.48 | 2,753 | 23.40 | ||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 4,935 | 2.13 | 712 | 0.28 | ||||
2025-07-21 | 13F | 机械金融公司 | 3,247 | 2.43 | 472 | -3.48 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 4,063 | 31.45 | 591 | 23.95 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 271 | 281.69 | 40 | 290.00 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 55 | 44.74 | 8 | 60.00 | ||||
2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 569 | 0.35 | 83 | 3.80 | ||||
2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 2,145 | 25.88 | 312 | 18.70 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 1,571 | 229 | ||||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 43,557 | 1.73 | 6,336 | -4.09 | ||||
2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 2,716 | 28.48 | 395 | 21.17 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 54,068 | 9.66 | 7,865 | 3.38 | ||||
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 | 114,407 | 21.31 | 16,642 | 14.38 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 36,757 | 0.45 | 5,347 | -5.30 | ||||
2025-07-03 | 13F | 南方信托公司 | 4,856 | 4.39 | 706 | -1.53 | ||||
2025-07-25 | NP | SCHD - 嘉信美国股息股票 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,151,730 | 8.45 | 1,445,150 | 12.91 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 69 | 10 | ||||||
2025-07-31 | 13F | MQS 管理有限责任公司 | 2,292 | 59.17 | 333 | 50.00 | ||||
2025-07-09 | 13F | 伯克希尔银行 | 3,703 | 6.68 | 539 | 0.56 | ||||
2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,165 | 9.25 | 2,084 | 8.83 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 88,281 | 58.12 | 12,841 | 49.09 | ||||
2025-04-14 | 13F | 摄政峰财富顾问有限责任公司 | 1,965 | 0.26 | 303 | 10.58 | ||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,933 | 4.77 | 305 | 9.32 | ||||
2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 112,713 | 2.21 | 16,395 | -3.63 | ||||
2025-07-18 | 13F | 劳登投资管理有限公司 | 7,195 | 4.35 | 1,047 | -1.60 | ||||
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 | 85,609 | 0.49 | 13,519 | 4.63 | ||||
2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 1,400 | 204 | ||||||
2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 33,278 | 6.20 | 4,896 | 5.79 | ||||
2025-08-04 | 13F | 五大湖退休公司 | 15,170 | 3.61 | 2,207 | -2.30 | ||||
2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 2,909 | 66.99 | 423 | 57.84 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 16,731 | 41.09 | 2,434 | 46.39 | ||||
2025-08-01 | 13F | 奥斯曼资本公司 | 2,205 | 2.80 | 321 | -3.03 | ||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 3,914 | 0.10 | 569 | -5.64 | ||||
2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 9,415 | 132.13 | 1,385 | 131.61 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 8,209 | 1,194 | ||||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 6,436 | 936 | ||||||
2025-07-11 | 13F | 多元化信托公司 | 2,186 | 4.54 | 318 | -1.55 | ||||
2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 111 | -279.03 | 16 | -277.78 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 38,800 | 181.16 | 5,644 | 165.05 | |||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 166 | 207.41 | 24 | 200.00 | ||||
2025-08-11 | 13F | 沃杜州银行 | 14,242 | 2.42 | 2 | 0.00 | ||||
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 | 34,938 | 24.41 | 5,140 | 23.97 | ||||
2025-08-05 | 13F | 亨廷顿国家银行 | 11,254 | 7.52 | 1,637 | 1.43 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 2,773 | 24.41 | 403 | 17.49 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 788 | 8.84 | 115 | 2.70 | ||||
2025-08-27 | NP | FCTE - SMI 3Fourteen 全周期趋势 ETF | 146,542 | 21,316 | ||||||
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 | 3,061 | 17.23 | 483 | 21.97 | ||||
2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 9,039 | 705.61 | 1,315 | 659.54 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 3,589 | 9.79 | 522 | 3.57 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 8,808 | 13.58 | 1,281 | 7.11 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 56,086 | 31.38 | 8,158 | 23.87 | ||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 51,420 | 1.32 | 7,480 | -4.47 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 366 | 53 | ||||||
2025-04-11 | 13F | 永久资本管理有限公司 | 1,376 | 212 | ||||||
2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 8,280 | 8.92 | 1,218 | 8.56 | ||||
2025-07-25 | 13F | CWM有限公司 | 19,788 | 7.16 | 3 | 0.00 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,818 | 11.67 | 264 | 5.18 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 7,170 | 0.20 | 1,043 | -5.53 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | 45,498 | 6,618 | ||||||
2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 11,253 | 1.24 | 1,637 | -4.55 | ||||
2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 83,361 | 153.48 | 12,264 | 152.55 | ||||
2025-07-14 | 13F | 太平洋合作伙伴公司 | 15 | 2 | ||||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 38 | 6 | ||||||
2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 11,467 | 0.46 | 1,668 | -5.28 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 495 | 286.72 | 72 | 278.95 | ||||
2025-07-24 | 13F | 强塔咨询服务 | 16,608 | 5.25 | 2,416 | 8.98 | ||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 955 | 0.32 | 139 | -5.48 | ||||
2025-08-05 | 13F | 住友生命保险公司 | 62,900 | 9.20 | 9,149 | 2.96 | ||||
2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 12,132 | 14.95 | 1,916 | 19.69 | ||||
2025-08-04 | 13F | 俄亥俄州 | 7,713 | 1,122 | ||||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 1,590 | 14.55 | 231 | 7.94 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 5,763 | 11.99 | 838 | 7.44 | ||||
2025-08-13 | 13F | 法国集团 | 30,886 | 19.15 | 4,473 | 13.65 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 317,891 | 1.64 | 39,392 | -11.82 | ||||
2025-07-07 | 13F | 西联银行 | 3,099 | 57.95 | 451 | 49.01 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 56,457 | 2.04 | 8,306 | 1.65 | ||||
2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,822 | 12.40 | 265 | 6.00 | ||||
2025-07-21 | 13F | 成功的投资组合有限责任公司 | 2,794 | 0.04 | 406 | -5.58 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 99,556 | 16.83 | 14,481 | 10.16 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 147 | 20 | ||||||
2025-07-23 | 13F | 戈德西和吉布事务所 | 159,027 | 2.26 | 23,132 | -3.59 | ||||
2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 5,112 | 5.23 | 744 | -0.80 | ||||
2025-08-08 | 13F | 国民年金服务 | 476,082 | 0.78 | 69,251 | -4.98 | ||||
2025-05-30 | NP | MGNDX - Praxis 增长指数基金 A 类 | 460 | 71 | ||||||
2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 2,717 | 3.35 | 0 | |||||
2025-05-29 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 780 | 900.00 | 120 | 1,100.00 | ||||
2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | Short | -5,000 | -790 | |||||
2025-08-05 | 13F | 密歇根州退休系统 | 94,777 | 0.42 | 13,786 | -5.32 | ||||
2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 40,123 | 1.85 | 5,836 | -4.17 | ||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 5,744 | 3.91 | 835 | -2.00 | ||||
2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 188 | 10.59 | 27 | 3.85 | ||||
2025-08-12 | 13F | 传统财富管理有限责任公司 | 1,675 | 2.51 | 244 | -3.57 | ||||
2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 1,398 | 203 | ||||||
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 | 43,618 | 16.07 | 6,888 | 20.85 | ||||
2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 1,619 | 49.22 | 235 | 40.72 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 46,500 | 10.19 | 6,693 | 5.02 | |||
2025-08-14 | 13F | 农林中金银行 | 32,914 | 7.94 | 4,788 | 1.76 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 16,882 | 26.57 | 2,456 | 31.28 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 46,649 | 5.20 | 6,786 | -0.82 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 258,832 | 17.07 | 38 | 8.82 | ||||
2025-08-08 | 13F | 创意策划 | 131,741 | 6.05 | 19,163 | -0.01 | ||||
2025-07-16 | 13F | 美国国家银行 | 1,263 | 122.36 | 184 | 110.34 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 4 | 1 | ||||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 107 | 81.36 | 16 | 66.67 | ||||
2025-07-15 | 13F | 诺登集团有限公司 | 4,797 | 1.93 | 698 | -3.99 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 158,804 | 16.28 | 23 | 9.52 | ||||
2025-07-22 | 13F | 汇合财富服务公司 | 3,305 | 1.16 | 481 | 2.78 | ||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 48,198 | 8.61 | 7,011 | 2.40 | ||||
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 | 70,534 | 2.50 | 10,377 | 2.12 | ||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 5,060 | 9.22 | 744 | 8.77 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 215 | 83.76 | 31 | 72.22 | ||||
2025-08-14 | 13F | 高盛集团公司 | Call | 3,100 | 451 | |||||
2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 1,464 | 213 | ||||||
2025-07-28 | NP | VCGAX - 成长与收益基金 | 3,223 | 34.07 | 509 | 39.56 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 28,251 | 32.76 | 4 | 33.33 | ||||
2025-08-13 | 13F | SCS资本管理有限责任公司 | 3,270 | 4.77 | 476 | -1.25 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 5,241 | 9.23 | 828 | 13.76 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 2 | ||||||
2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 2,004 | 316 | ||||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 6,169 | 11.21 | 897 | 4.91 | ||||
2025-08-13 | 13F | Qtron 投资有限责任公司 | 3,755 | 131.08 | 546 | 118.40 | ||||
2025-07-31 | 13F | 三井住友信托控股公司 | 892,527 | 0.80 | 129,827 | -4.96 | ||||
2025-08-08 | 13F | 美好生活顾问有限责任公司 | 3,299 | 3.42 | 480 | -2.64 | ||||
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 | 137,035 | 8.32 | 20,161 | 7.92 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 4,731 | 10.95 | 747 | 15.63 | ||||
2025-07-31 | 13F | 帕西蒂集团公司 | 21,963 | 3.51 | 3,195 | -2.41 | ||||
2025-08-14 | 13F | 迪尔伯恩合伙公司 | 9,177 | 14.91 | 1,335 | 8.28 | ||||
2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 7,956 | 212.24 | 1,159 | 194.66 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 49,105 | 4.51 | 7,143 | -1.48 | ||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 37,584 | 16.00 | 5,467 | 9.36 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 11,267 | 0.67 | 1,639 | -5.10 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 5,352 | 23.86 | 778 | 16.82 | ||||
2025-07-17 | 13F | LVW 顾问有限责任公司 | 19,666 | 2.06 | 2,861 | -3.77 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 10,922 | 0.17 | 1,725 | 4.30 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 13,119 | 50.85 | 1,908 | 42.28 | ||||
2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 13,183 | 5.33 | 1,918 | -0.67 | ||||
2025-08-08 | 13F | 维斯特科公司 | 76,949 | 0.12 | 11 | 0.00 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,079 | 4.58 | 306 | 4.10 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 3,890 | 4.46 | 566 | -1.57 | ||||
2025-07-24 | 13F | 拉米雷斯资产管理公司 | 14,412 | 176.52 | 2,096 | 160.70 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 11,955 | 21.90 | 1,844 | 34.11 | ||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 136,961 | 0.84 | 19,922 | -4.92 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 7,664 | 5.29 | 1,115 | -0.80 | ||||
2025-07-29 | NP | PTL-Inspire 500 ETF | 8,374 | 17.35 | 1,322 | 22.18 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 379 | 32.52 | 55 | 25.00 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 24,450 | 0.34 | 3,556 | -5.40 | ||||
2025-06-26 | NP | SGIDX - Steward Global 股票收益基金 A 类 | 55,349 | 5.39 | 8,143 | 4.99 | ||||
2025-07-29 | 13F | 斯威格有限公司 | 2,232 | 326 | ||||||
2025-08-14 | 13F | 加拿大皇家银行 | 1,932,062 | 29.78 | 281,038 | 22.36 | ||||
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 | 1,079,383 | 9.89 | 170,445 | 14.41 | ||||
2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 270,799 | 2.37 | 39,390 | -3.48 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 23,878 | 7.20 | 3,473 | 1.08 | ||||
2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 3,843 | 27.13 | 559 | 19.96 | ||||
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 | 2,184 | 11.60 | 345 | 16.22 | ||||
2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 2,536 | 48.83 | 369 | 40.46 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 13,777 | 1.30 | 2,001 | -2.15 | ||||
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 | 321,428 | 2.87 | 50,757 | 7.11 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 1,487 | 0.13 | 216 | -5.68 | ||||
2025-08-29 | 13F | Evolution Wealth Management公司 | 33 | 5 | ||||||
2025-08-13 | 13F | 资本研究全球投资者 | 1,519,439 | 0.00 | 221,018 | -5.72 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 981,300 | 7.37 | 142,740 | 1.24 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 15,684 | 4.32 | 2,281 | -1.64 | ||||
2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 17,146 | 7.01 | 2,494 | 0.89 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 314,729 | 1.36 | 45,780 | -4.44 | ||||
2025-08-14 | 13F | 选择股权集团,有限合伙人 | 4,051,413 | 15.94 | 589,319 | 9.31 | ||||
2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 183,961 | 2.69 | 26,759 | -3.18 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 125,600 | 265.12 | 18,270 | 244.24 | |||
2025-08-08 | 13F | Mv 资本管理公司 | 228 | 0.44 | 33 | -5.71 | ||||
2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 1,609 | 234 | ||||||
2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 398,493 | 0.02 | 57,965 | -3.67 | ||||
2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 1,673 | 2.89 | 243 | -2.80 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 25,200 | 3,666 | |||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 10,892 | 63.74 | 1,584 | 54.39 | ||||
2025-08-29 | NP | DAEIX - Dean 股权收益基金 | 12,466 | 42.53 | 1,813 | 34.40 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 62,601 | 9,106 | ||||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 3,481 | 19.09 | 506 | 12.20 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 98,800 | 133.57 | 14,371 | 120.21 | |||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 154,400 | 114.44 | 22,459 | 102.19 | |||
2025-08-12 | 13F | 铭文资本有限责任公司 | 3,881 | 565 | ||||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 11,033,312 | 2.33 | 1,604,906 | -3.52 | ||||
2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 594,435 | 0.71 | 93,867 | 4.86 | ||||
2025-07-23 | 13F | 构造顾问有限公司 | 57,517 | 10.18 | 8,366 | 3.87 | ||||
2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 1,831 | 36.13 | 255 | 22.71 | ||||
2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 6,814 | 12.46 | 991 | 6.10 | ||||
2025-07-14 | 13F | 金州股权合伙人 | 7,877 | 3.33 | 1,146 | -2.64 | ||||
2025-07-21 | 13F | 杰克逊财富管理有限责任公司 | 26,459 | 0.87 | 3,849 | -4.89 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -733 | -107 | |||||
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 | 130,212 | 868.70 | 18,941 | 813.65 | ||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 1,933 | 35.46 | 281 | 27.73 | ||||
2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 11,208 | 17.97 | 1,770 | 22.76 | ||||
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 | 6,618 | 2.78 | 974 | 2.42 | ||||
2025-08-13 | 13F | BLI - 卢森堡投资银行 | 150,600 | 16.93 | 21,672 | 11.61 | ||||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 973 | 53.71 | 142 | 45.36 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 1,195 | 3.02 | 189 | 7.43 | ||||
2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 16,177 | 203.45 | 2,353 | 186.25 | ||||
2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 22,590 | 1.46 | 3,286 | -4.37 | ||||
2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 先锋集团公司 | 32,215,957 | 1.28 | 4,686,133 | -4.51 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 269,037 | 2.10 | 39 | -2.50 | ||||
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 | 823,104 | 15.61 | 121,095 | 15.18 | ||||
2025-07-10 | 13F | 安全资产管理有限责任公司 | 3,912 | 3.00 | 569 | -3.07 | ||||
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 | 441,192 | 11.37 | 64,176 | 5.00 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 103,679 | 0.30 | 15,081 | -5.44 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 107,000 | 13.47 | 15,564 | 6.98 | |||
2025-08-12 | 13F | 英国保诚集团 | 10,208 | 115.72 | 1,485 | 103.29 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 164,700 | 25.25 | 23,957 | 18.09 | |||
2025-08-08 | 13F | KBC 集团 | 67,412 | 8.19 | 10 | 0.00 | ||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 12,948 | 11.16 | 1,883 | 4.79 | ||||
2025-08-13 | 13F | Virtus 投资顾问公司 | 9,678 | 0.44 | 1,408 | -5.32 | ||||
2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 56,475 | 2.53 | 8,215 | -3.34 | ||||
2025-07-07 | 13F | 班戈储蓄银行 | 9,386 | 3.13 | 1,365 | -2.78 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 87,097 | 59.72 | 12,669 | 50.61 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 1,415 | 0.07 | 0 | |||||
2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 14,954 | 12.43 | 2,200 | 12.02 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 6,602 | 28.59 | 960 | 21.21 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 2,125 | 0.33 | 309 | -5.21 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 362 | 10.03 | 53 | 6.00 | ||||
2025-05-30 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 1,521 | 10.86 | 235 | 21.88 | ||||
2025-04-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 15,598 | 0.65 | 2,366 | 4.37 | ||||
2025-08-13 | 13F | Nbw资本有限公司 | 1,453 | 6.84 | 211 | 0.96 | ||||
2025-07-23 | 13F | 弗里登塔尔金融公司 | 32 | 5 | ||||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 65,697 | 7.01 | 9,556 | 0.90 | ||||
2025-07-09 | 13F | 捷克国家银行 | 78,358 | 6.46 | 11,398 | 0.37 | ||||
2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 6,757 | 1,067 | ||||||
2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 133 | 20 | ||||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 603 | 29.40 | 88 | 22.54 | ||||
2025-07-29 | 13F | 西北象限财富管理有限责任公司 | 2,806 | 0.57 | 408 | -5.12 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 12,732 | 1.41 | 1,852 | -4.44 | ||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 42,875 | 0.83 | 6,308 | 0.46 | ||||
2025-08-12 | 13F | MWA资产管理 | 4,721 | 10.59 | 687 | 4.26 | ||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 37,001 | 5,382 | ||||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 13,582 | 1.89 | 1,998 | 1.52 | ||||
2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 80,422 | 16.41 | 11,698 | 9.76 | ||||
2025-08-12 | 13F | 韦莱投资顾问 | 321,073 | 12.74 | 46,703 | 6.29 | ||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 2,645 | 3.48 | 381 | -1.55 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 23,196 | 20.91 | 3,663 | 25.89 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 192,998 | 19.10 | 28 | 12.00 | ||||
2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 26 | 4.00 | 4 | 0.00 | ||||
2025-06-27 | NP | YOKE——Yoke核心ETF | 1,001 | 147 | ||||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 42,562 | 2.06 | 6,192 | -1.67 | ||||
2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 22 | 29.41 | 3 | 50.00 | ||||
2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 22,995 | 1.09 | 3,345 | -4.70 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 10,183,871 | 2.77 | 1,481,053 | -3.19 | ||||
2025-08-12 | 13F | 迪恩投资有限公司 | 30,954 | 31.89 | 4,503 | 24.36 | ||||
2025-07-11 | 13F | 格兰特私人财富管理公司 | 3,252 | 473 | ||||||
2025-08-12 | 13F | 景观资本管理有限公司 | 18,956 | 81.02 | 2,757 | 70.71 | ||||
2025-07-29 | 13F | 大师财富管理有限公司 | 4,670 | 48.87 | 679 | 40.58 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 119,799 | 47.57 | 17,426 | 39.13 | ||||
2025-08-12 | 13F | 奥兹克银行 | 2,079 | 6.34 | 302 | 0.33 | ||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 8,655 | 8.40 | 1 | 0.00 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 11,373 | 7.06 | 1,796 | 11.42 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,724 | 18.16 | 251 | 11.11 | ||||
2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 300 | 20.00 | 44 | 22.86 | ||||
2025-04-02 | 13F | 马库姆财富有限责任公司 | 1,334 | 206 | ||||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 118,579 | 1.93 | 17,249 | -3.90 | ||||
2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20 | 17.65 | 3 | 0.00 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 8,816 | 17.96 | 1,282 | 11.19 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 10 | 150.00 | 1 | |||||
2025-08-14 | 13F | Polymer资本管理(美国)有限责任公司 | 12,058 | 1,754 | ||||||
2025-08-13 | 13F | 新斯科舍银行 | 36,096 | 1.29 | 5,251 | -4.49 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 34,646 | 5,097 | ||||||
2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 18,545 | 425.06 | 2,928 | 447.29 | ||||
2025-08-20 | 13F | 北达拉斯银行与信托公司 | 6,540 | 951 | ||||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 9,791 | 1,635.99 | 1,511 | 1,811.39 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 576 | 9.71 | 84 | 3.75 | ||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 219 | 34 | ||||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 70 | 10 | ||||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,412 | 10.92 | 208 | 10.70 | ||||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 7,410 | 1,078 | ||||||
2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 12,913 | 1.97 | 1,878 | -6.05 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 752 | 0.80 | 109 | -5.22 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 3,001 | 28.36 | 437 | 21.11 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 3,998 | 0.99 | 583 | 0.34 | ||||
2025-07-22 | 13F | 雪松山顾问有限责任公司 | 329 | 0.92 | 48 | -6.00 | ||||
2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 1,750 | 255 | ||||||
2025-08-14 | 13F | 索恩资本管理有限公司 | 76,708 | 11,158 | ||||||
2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,677 | 52.96 | 5,190 | 44.22 | ||||
2025-07-25 | 13F | 约翰逊投资顾问公司 | 5,097 | 4.21 | 741 | -1.72 | ||||
2025-08-05 | 13F | TSFG有限公司 | 230 | 0.44 | 0 | |||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 2,543 | 69.53 | 370 | 59.74 | ||||
2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 183,337 | 0.16 | 28,951 | 4.28 | ||||
2025-08-13 | 13F | 阿蒙迪 | 1,363,266 | 32.26 | 198,995 | 25.74 | ||||
2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,698 | 17.10 | 544 | 16.74 | ||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 4,894 | 8.23 | 773 | 12.70 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 92 | 13 | ||||||
2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 22,137 | 8.15 | 3,496 | 12.60 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 377 | 5.31 | 55 | -1.82 | ||||
2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 3,257 | 1.12 | 474 | -4.64 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -20,228 | -4.82 | -3,194 | -0.90 | |||
2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,125 | 163 | ||||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 16,657 | 2.66 | 2,423 | -3.24 | ||||
2025-06-17 | 13F | Ridgepath资本管理有限公司 | 38,111 | 0.64 | 5,880 | 10.72 | ||||
2025-07-18 | 13F | 太平洋点顾问有限公司 | 10,432 | 5.29 | 1,517 | -0.72 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 232,637 | 1,447.71 | 33,839 | 1,359.84 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 236 | 11.32 | 35 | 9.68 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 113,932 | 17.49 | 16,573 | 10.78 | ||||
2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 155 | 638.10 | 23 | 633.33 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 5,047 | 17.67 | 797 | 22.46 | ||||
2025-07-22 | 13F | 广发基金管理有限公司 | 71,736 | 3.20 | 10,435 | -2.70 | ||||
2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 44,160 | 197.45 | 6,973 | 197.48 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 8,139 | 3.40 | 1,197 | 3.01 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 88,033 | 2.94 | 12,805 | -2.94 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Put | 18,200 | 175.76 | 2,647 | 160.02 | |||
2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 62 | 3.33 | 9 | 0.00 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 15,468 | 14.22 | 2,250 | 7.66 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 46,047 | 1.88 | 6,698 | -3.96 | ||||
2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 333,241 | 13.77 | 52,622 | 18.45 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 377,445 | 6.53 | 54,905 | 0.46 | ||||
2025-08-07 | 13F | STF管理有限合伙人 | 5,584 | 2.36 | 812 | -3.45 | ||||
2025-08-14 | 13F | 南岸银行 | 2,474 | 8.56 | 360 | 2.28 | ||||
2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 1,434 | 149.39 | 211 | 150.00 | ||||
2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 11,426 | 0.37 | 1,662 | -5.35 | ||||
2025-08-14 | 13F | JPL 财富管理有限责任公司 | 27,594 | 1.01 | 4,014 | -4.77 | ||||
2025-08-06 | 13F | 苏德斯财务顾问 | 2,114 | 25.98 | 308 | 18.99 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,624 | 25.79 | 239 | 25.26 | ||||
2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 10,752 | 2 | ||||||
2025-08-08 | 13F | 哈特兰有限公司 | 15,306 | 3.36 | 2,226 | -2.54 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 10,464 | 120.34 | 1,522 | 107.92 | ||||
2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 2,443 | 2.17 | 377 | 12.24 | ||||
2025-07-22 | 13F | 奥基夫史蒂文斯咨询公司 | 8,722 | 0.43 | 1,269 | -5.30 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 129,115 | 1.58 | 18,781 | -4.22 | ||||
2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 43,885 | 6,384 | ||||||
2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 627 | 6.63 | 91 | 1.11 | ||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 17,413 | 25.47 | 2,533 | 18.26 | ||||
2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 9,270 | 4.52 | 1,364 | 4.13 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 120,825 | 25.26 | 17,575 | 18.10 | ||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 6,590 | 1.54 | 959 | -4.30 | ||||
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 | 1,373 | 79.01 | 200 | 68.64 | ||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 142,759 | 6.05 | 22,543 | 10.41 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -473 | -69 | |||||
2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,551 | 4.87 | 228 | 4.59 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 348,245 | 24.26 | 50,697 | 19.64 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 3,955 | 4.88 | 582 | 4.50 | ||||
2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 32 | 14.29 | 5 | 0.00 | ||||
2025-07-24 | 13F | KC 投资顾问有限公司 | 1,824 | 0.05 | 265 | -5.69 | ||||
2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 3,107 | 2.54 | 452 | -3.43 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,994 | 17.57 | 290 | 11.11 | ||||
2025-08-25 | NP | DDIV - First Trust Dorsey Wright 动量和股息 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 | 7,527 | 67.16 | 1,095 | 117.50 | ||||
2025-08-05 | 13F | 使命财富管理有限公司 | 4,244 | 1.87 | 617 | -3.89 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 15,176 | 27.37 | 2,208 | 20.08 | ||||
2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 2,569 | 10.45 | 374 | 4.19 | ||||
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 | 3,951 | 46.12 | 581 | 45.61 | ||||
2025-07-21 | 13F | ASR资产管理公司 | 26,961 | 6.73 | 3,922 | 0.64 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 42,543 | 6,425 | ||||||
2025-08-07 | 13F | 深刻顾问有限公司 | 30,826 | 15.34 | 4,484 | 8.73 | ||||
2025-08-14 | 13F | 完整投资管理公司 | 500 | 73 | ||||||
2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 3,075 | 4.95 | 447 | -1.11 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 187,615 | 507.03 | 27,290 | 472.36 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 260 | 0.78 | 38 | -5.13 | ||||
2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 96,930 | 1.41 | 14,260 | 1.03 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | 89,406 | 149.77 | 13,005 | 135.49 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | Call | 17,100 | 228.85 | 2,487 | 210.10 | |||
2025-07-28 | 13F | 安联资产管理有限公司 | Put | 21,900 | 265.00 | 3,186 | 244.32 | |||
2025-07-24 | 13F | PDS 规划公司 | 1,804 | 3.38 | 262 | -2.60 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 20,674 | 0.29 | 3,042 | -0.10 | ||||
2025-08-13 | 13F | 盟友金融公司 | 18,000 | 2,618 | ||||||
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 | 13,799 | 6.67 | 2,030 | 6.28 | ||||
2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 16,331 | 49.40 | 2,403 | 48.82 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 4,814 | 3.48 | 743 | 13.80 | ||||
2025-07-30 | 13F | 拉斐特投资公司 | 88,064 | 1.43 | 12,810 | -4.37 | ||||
2025-07-21 | 13F | 安角储蓄银行 | 1,767 | 17.25 | 257 | 10.78 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 9,899 | 33.61 | 1,440 | 25.90 | ||||
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 170 | 1.80 | 25 | -4.00 | ||||
2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 4,885 | 16.73 | 711 | 10.08 | ||||
2025-07-21 | 13F | TFG 顾问有限责任公司 | 4,056 | 0.25 | 590 | -5.61 | ||||
2025-08-13 | 13F | 定制索引系统有限公司 | 2,464 | 3.14 | 358 | -2.72 | ||||
2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 156,361 | 30.47 | 24,691 | 35.84 | ||||
2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 4,554 | 21.05 | 670 | 20.54 | ||||
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 | 4,041,837 | 0.75 | 638,246 | 4.90 | ||||
2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 6,474 | 82.88 | 933 | 74.53 | ||||
2025-08-14 | 13F | Xponance公司 | 63,725 | 9.27 | 9,269 | 3.02 | ||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 4,670 | 679 | ||||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 14,408 | 2,096 | ||||||
2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 1,478 | 0.14 | 215 | -5.73 | ||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 21,103 | 144.08 | 3,070 | 130.23 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 11,300 | 91.53 | 1,644 | 80.55 | |||
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 | 80,674 | 2.26 | 12,739 | 6.47 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 55,549 | 1.06 | 8,172 | 0.69 | ||||
2025-08-26 | NP | WAMFX - 华登中型股基金 | 32,970 | 1.65 | 4,796 | -4.18 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 8,621 | 0.17 | 1,254 | -5.50 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,164 | 4.02 | 169 | -1.74 | ||||
2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 6,508 | 0.35 | 947 | -5.40 | ||||
2025-07-28 | 13F | 彭定康公司/TN | 3,446 | 9.54 | 501 | 3.30 | ||||
2025-08-04 | 13F | IFG 咨询有限责任公司 | 3,511 | 11.67 | 511 | 5.15 | ||||
2025-08-07 | 13F | 中西部信托公司 | 35,763 | 5,202 | ||||||
2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12 | 20.00 | 2 | 0.00 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 110,865 | 8.96 | 17,507 | 13.44 | ||||
2025-08-14 | 13F | 达格科公司 | 648 | 0.62 | 94 | -5.05 | ||||
2025-08-06 | 13F | 石屋投资管理有限公司 | 14 | 2 | ||||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 80,000 | 0 | |||||
2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 12,045 | 3.42 | 1,752 | -2.45 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 12,089 | 2.46 | 1,758 | -3.41 | ||||
2025-08-05 | 13F | iA全球资产管理公司 | 39,893 | 0.65 | 6 | -16.67 | ||||
2025-08-13 | 13F | 布朗咨询公司 | 71,036 | 0.05 | 10,333 | -5.67 | ||||
2025-08-13 | 13F | 皇家基金管理有限责任公司 | 28,327 | 1.87 | 4,123 | -5.31 | ||||
2025-07-24 | 13F | 纪念碑资本管理公司 | 1,973 | 3.08 | 287 | -2.71 | ||||
2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 2,854 | 0.11 | 415 | -5.47 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 67,578 | 47.55 | 9,718 | 40.49 | ||||
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 | 2,707 | 6.57 | 427 | 10.91 | ||||
2025-04-18 | NP | LVOL - 美国世纪低波动性 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 | 1,353 | 19.42 | 205 | 24.24 | ||||
2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 2,482 | 37.89 | 365 | 37.74 | ||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 93,588 | 1.13 | 13,769 | 0.75 | ||||
2025-08-13 | 13F | 美丽华资本有限责任公司 | 65,731 | 0.77 | 9,561 | -4.99 | ||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 153,320 | 22 | ||||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 31,558 | 15.25 | 4,435 | 4.97 | ||||
2025-07-18 | 13F | 罗格科,Lp | 7,119 | 3.58 | 1,036 | -2.36 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 5,954 | 98.14 | 866 | 87.04 | ||||
2025-07-18 | 13F | BSW财富合作伙伴 | 2,195 | 1.48 | 319 | -4.20 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 2,900 | 422 | |||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 2,900 | 422 | |||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 10,054 | 3.22 | 1,462 | -2.66 | ||||
2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 1,057 | 595.39 | 154 | 565.22 | ||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 5,818 | 846 | ||||||
2025-07-28 | 13F | 邓克街公司 | 1,428 | 0.35 | 208 | -5.48 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 22,151 | 3,222 | ||||||
2025-08-14 | 13F | 大使顾问有限责任公司 | 3,961 | 0.48 | 576 | -5.26 | ||||
2025-08-26 | NP | BGIG - Bahl & Gaynor 收入增长 ETF | 30,851 | 14.47 | 4,488 | 7.91 | ||||
2025-07-30 | 13F | 诺丁汉顾问公司 | 4,353 | 2.74 | 633 | -3.06 | ||||
2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 30,000 | 4,364 | |||||
2025-08-07 | 13F | 唐纳森资本管理有限公司 | 429,657 | 0.42 | 62,498 | -5.32 | ||||
2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 7,497 | 0.58 | 1,098 | -5.19 | ||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 61 | 52.50 | 9 | 33.33 | ||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 874 | 2.46 | 127 | -3.05 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 13,951 | 53.01 | 2,029 | 44.31 | ||||
2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 14,146 | 492.38 | 2,058 | 542.81 | ||||
2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 3,297 | 54.14 | 521 | 60.49 | ||||
2025-07-14 | 13F | 芝加哥信托公司 | 4,833 | 111.51 | 703 | 99.72 | ||||
2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 409,497 | 6.47 | 60,245 | 6.07 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -308,932 | 236.45 | -44,937 | 217.22 | |||
2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 3,491 | 12.03 | 551 | 16.74 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 8,372 | 12.24 | 1,322 | 16.89 | ||||
2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 29 | 4 | ||||||
2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -19,880 | -4.79 | -3,139 | -0.85 | |||
2025-08-14 | 13F | 山顶控股公司 | 41,878 | 1.99 | 6,092 | -3.84 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林中小型股增长 VIP 基金 1 级 | 47,600 | 12.53 | 6,924 | 6.08 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 4,676 | 2.03 | 688 | 1.63 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 3,565 | 0.68 | 519 | -5.13 | ||||
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 | 39,196 | 7.67 | 6,189 | 12.10 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 79,954 | 3.96 | 11,630 | -1.98 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 2,552 | 2.20 | 371 | -3.64 | ||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 9,544 | 1.59 | 1,388 | -4.21 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 49,507 | 6.71 | 7,818 | 11.10 | ||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 16,052 | 5.47 | 2,335 | -0.60 | ||||
2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 94,627 | 2.43 | 14,943 | 6.64 | ||||
2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 916 | 0.22 | 133 | -5.67 | ||||
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 | 965 | 20.78 | 142 | 20.51 | ||||
2025-08-14 | 13F | 原子投资者有限合伙人 | 31,770 | 6.55 | 4,621 | 0.46 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 214 | 29.70 | 31 | 24.00 | ||||
2025-08-13 | 13F | 奥西亚姆 | 17,702 | 198.26 | 2,575 | 181.31 | ||||
2025-04-10 | 13F | 联合消化控股公司 | 281,761 | 12.30 | 43,436 | 23.46 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 156,680 | 40.21 | 22,790 | 32.19 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 16,657 | 21.75 | 2,423 | 14.79 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 21 | 3 | ||||||
2025-08-18 | 13F | Onefund有限责任公司 | 829 | 0 | ||||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 39,014 | 2.54 | 5,675 | -3.34 | ||||
2025-07-08 | 13F | Range金融集团有限责任公司 | 6,512 | 5.25 | 947 | -0.73 | ||||
2025-08-12 | 13F | 摩根大通公司 | 2,542,901 | 29.18 | 369,901 | 21.79 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 38 | 11.76 | 6 | 0.00 | ||||
2025-08-12 | 13F | 创始者有限公司 | 15,841 | 2,304 | ||||||
2025-07-29 | NP | GINX - SGI 增强型全球收入 ETF | 1,581 | 250 | ||||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 397 | 0.76 | 59 | -3.33 | ||||
2025-07-22 | 13F | 贾米森私人财富管理公司 | 49,245 | 1.92 | 7,163 | -3.90 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 59,400 | 219.35 | 8,640 | 201.15 | |||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 21,839 | 6.55 | 3,449 | 10.94 | ||||
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 | |||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 86,044 | 36.54 | 12,659 | 36.02 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 72,087 | 7.22 | 10,486 | 1.09 | ||||
2025-08-13 | 13F | Westerkirk资本公司 | 7,600 | 1,105 | ||||||
2025-08-15 | 13F | 灯笼财富顾问有限责任公司 | 17,282 | 22 | ||||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 5,484 | 1.39 | 798 | -4.44 | ||||
2025-08-04 | 13F | 现场和主要银行 | 2,935 | 444.53 | 427 | 413.25 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 8,203 | 295.52 | 1,193 | 273.98 | ||||
2025-07-15 | 13F | IMS资本管理公司 | 17,573 | 2.56 | 2,556 | -3.29 | ||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 434 | 5.85 | 63 | 0.00 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,912 | 3.07 | 278 | -2.80 | ||||
2025-05-19 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 15,466 | 3.31 | 2,386 | 13.67 | ||||
2025-07-08 | 13F | 马丁资本合伙人有限责任公司 | 6,340 | 166.95 | 1 | |||||
2025-08-14 | 13F | 都铎投资公司等 | 77,539 | 11,279 | ||||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 33,900 | 19.79 | 4,931 | 12.94 | |||
2025-07-25 | NP | AUIAX - AB 股票收益基金公司 A 类 | 38,079 | 31.90 | 6,013 | 37.35 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Put | 21,500 | 532.35 | 3,127 | 496.76 | |||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 66,140 | 70.39 | 9,621 | 60.65 | ||||
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 | 490 | 16.11 | 72 | 16.13 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 279,024 | 9.85 | 40,587 | 3.57 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 88,247 | 133.02 | 12,837 | 119.72 | ||||
2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 269 | 39 | ||||||
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 | 218,055 | 5.79 | 32,080 | 5.39 | ||||
2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 4,926 | 7.27 | 717 | 1.13 | ||||
2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 97,861 | 2.49 | 14,235 | -3.37 | ||||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 655 | 21.52 | 95 | 14.46 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 12,602 | 0.33 | 1,833 | -5.37 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 33,498 | 0.37 | 4,873 | -5.38 | ||||
2025-08-14 | 13F | 道富银行 | 14,066,067 | 2.59 | 2,046,050 | -3.27 | ||||
2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 2,604 | 0.58 | 379 | -5.26 | ||||
2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 22,656 | 48.72 | 3,296 | 40.21 | ||||
2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 5,205 | 760 | ||||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,446 | 5.24 | 210 | -0.47 | ||||
2025-07-22 | 13F | 焦耳金融有限责任公司 | 1,861 | 32.83 | 271 | 25.00 | ||||
2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 38,416 | 10.11 | 5,652 | 9.69 | ||||
2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 124,775 | 4.94 | 18,150 | -1.06 | ||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 2,366 | 10.20 | 329 | 7.17 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 173,546 | 1,482.15 | 25 | 2,400.00 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 223,293 | 32,480 | ||||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 96,245 | 23.64 | 14 | 16.67 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,791 | 23.52 | 261 | 16.59 | ||||
2025-08-13 | 13F | 资本国际公司/ca/ | 208,323 | 20.23 | 30,303 | 13.36 | ||||
2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 1,737 | 76.35 | 256 | 75.86 | ||||
2025-08-26 | NP | PDIAX - Virtus Rampart 增强型核心股票基金 A 类 | 22,813 | 9.59 | 3,318 | 3.33 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 362 | 47.76 | 53 | 40.54 | ||||
2025-08-12 | 13F | 维斯特资本有限公司 | 1,345 | 94.93 | 0 | |||||
2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 1,279 | 0.16 | 186 | -5.58 | ||||
2025-08-06 | 13F | Wsfs 资本管理有限公司 | 2,020 | 0.75 | 294 | -5.18 | ||||
2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 30,218 | 0.08 | 4,396 | -5.65 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 27,940 | 3.11 | 4,064 | -2.78 | ||||
2025-07-24 | 13F | 德国商业银行股份公司 /fi | 13,060 | 4.54 | 2 | 0.00 | ||||
2025-08-14 | 13F | 曼氏集团 | 100,865 | 30.56 | 14,672 | 23.09 | ||||
2025-08-12 | 13F | 保德信金融公司 | 199,714 | 15.60 | 29,050 | 8.99 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 21,934 | 2.89 | 3,227 | 2.51 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 283,467 | 6.16 | 41,189 | 0.20 | ||||
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 | 54 | 38.46 | 8 | 40.00 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 26 | 333.33 | 4 | |||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 1,497 | 218 | ||||||
2025-08-11 | 13F | 花旗集团 | 846,257 | 31.81 | 123,097 | 24.28 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 170,405 | 0.76 | 26,909 | 4.91 | ||||
2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 30,683 | 0.41 | 4,845 | 4.55 | ||||
2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 1,980 | 2.11 | 288 | -4.01 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 4,466 | 6.87 | 657 | 6.48 | ||||
2025-08-06 | 13F | 科技银行/pa | 8 | 1 | ||||||
2025-07-23 | 13F | 德雷克联合有限责任公司 | 18,863 | 53.66 | 2,744 | 44.90 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 1,406 | 205 | ||||||
2025-08-14 | 13F | 石润资本有限公司 | 42,753 | 0.50 | 6,219 | -5.24 | ||||
2025-06-27 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 4,857 | 715 | ||||||
2025-07-16 | 13F | 卡哈巴财富管理公司 | 1,919 | 2.57 | 279 | -3.12 | ||||
2025-08-28 | NP | TLCHX - 社会选择股票基金 | 924 | 3.24 | 134 | -2.90 | ||||
2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 160,279 | 4.17 | 23,314 | -1.78 | ||||
2025-08-22 | NP | FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 96,693 | 20.20 | 14,065 | 13.33 | ||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 271,327 | 76.86 | 39,467 | 66.75 | ||||
2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 4,555 | 935.23 | 703 | 1,050.82 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 7,104 | 25.25 | 1,033 | 18.06 | ||||
2025-07-22 | 13F | PUREfi 财富有限责任公司 | 2,425 | 26.50 | 353 | 19.32 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 6,359 | 33.65 | 925 | 25.89 | ||||
2025-08-26 | NP | UDI - USCF 股息收入基金 | 1,061 | 9.49 | 154 | 3.36 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 272,539 | 4.16 | 39,644 | -1.79 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 666 | 31.10 | 83 | 13.89 | ||||
2025-08-14 | 13F | 瑞银集团 | Put | 52,700 | 686.57 | 7,666 | 642.01 | |||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 5,108 | 16.91 | 751 | 16.43 | ||||
2025-08-11 | 13F | 中西部专业规划师有限公司 | 18,988 | 10.51 | 2,762 | 4.19 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 13 | 85.71 | 2 | 0.00 | ||||
2025-08-08 | 13F | Bouchey金融集团有限公司 | 3,914 | 1.24 | 569 | -4.53 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 15,647 | 21.48 | 2,276 | 14.54 | ||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 28 | 4 | ||||||
2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 5,647 | 26.05 | 821 | 18.81 | ||||
2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 3,434 | 0.09 | 500 | -5.67 | ||||
2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 400 | 2.04 | 59 | 1.75 | ||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 4,263 | 84.23 | 627 | 76.12 | ||||
2025-08-14 | 13F | 莱特森投资管理公司 | 48,489 | 0.01 | 7,053 | -5.70 | ||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 38,494 | 46.78 | 5,663 | 46.26 | ||||
2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 37,280 | 10.77 | 5,887 | 15.32 | ||||
2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 26,581 | 3,866 | ||||||
2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 20,310 | 34.75 | 3,207 | 40.35 | ||||
2025-08-12 | 13F | MAI资本管理 | 13,291 | 0.85 | 1,933 | -4.92 | ||||
2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 11,708 | 506.63 | 1,703 | 692.09 | ||||
2025-07-29 | 13F | 科辛斯基资产管理公司 | 9,936 | 9.90 | 1,445 | 3.66 | ||||
2025-08-04 | 13F | 密钥银行国家协会/哦 | 35,652 | 1.19 | 5,186 | -4.60 | ||||
2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 544,447 | 0.19 | 79,195 | -5.54 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 309,178 | 1,331.18 | 44,973 | 1,249.73 | ||||
2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,144 | 15.67 | 166 | 9.21 | ||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 10 | 2 | ||||||
2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 39,288 | 0.21 | 6,204 | 4.32 | ||||
2025-08-14 | 13F | 西永资本有限公司 | 3,854 | 19.10 | 561 | 12.22 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 100,350 | 4.80 | 14,597 | -1.20 | ||||
2025-08-07 | 13F | 英杰华公司 | 245,406 | 6.49 | 35,697 | 0.40 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | 26,170 | 3,807 | ||||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 132,100 | 625.82 | 19,215 | 584.54 | |||
2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 60,683 | 5.90 | 8,827 | -0.16 | ||||
2025-08-12 | 13F | CFC 规划有限公司 | 13,688 | 1,991 | ||||||
2025-08-14 | 13F | 和谐资产管理有限公司 | 19,874 | 17.37 | 2,891 | 10.64 | ||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 5,970 | 6.38 | 868 | 0.35 | ||||
2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 2,971 | 0.17 | 432 | -5.47 | ||||
2025-03-31 | NP | FSUMX - 富达系列可持续美国市场基金 | 93 | 55.00 | 14 | 62.50 | ||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 625 | 1.13 | 91 | -5.26 | ||||
2025-08-28 | NP | DEMZ - DEMZ 政治捐款 ETF | 6,367 | 21.37 | 926 | 14.46 | ||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 62,229 | 12.15 | 9,827 | 16.75 | ||||
2025-08-06 | 13F | 韦德布什证券公司 | 13,372 | 6.88 | 2 | 0.00 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -19,542 | 44.85 | -2,843 | 36.57 | |||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 585 | 6,400.00 | 92 | 9,100.00 | ||||
2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 96,057 | 0.48 | 14,132 | 0.10 | ||||
2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,208 | 3.52 | 1,339 | -2.41 | ||||
2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 3,291 | 4.05 | 479 | -1.85 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 319 | 29.15 | 50 | 35.14 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 1,224 | 15.91 | 178 | 9.88 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 234,123 | 1.86 | 34,444 | 1.48 | ||||
2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 1,395 | 203 | ||||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 3,803,862 | 14.35 | 553,310 | 7.81 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 1,778 | 259 | ||||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 53,974 | 8.56 | 7,851 | 2.36 | ||||
2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 20,687 | 46.97 | 3,043 | 46.44 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 25,387 | 12.38 | 3,693 | 5.94 | ||||
2025-08-14 | 13F | WS管理有限公司 | Put | 130,000 | 303.73 | 18,910 | 280.69 | |||
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 | 31,250 | 1.98 | 4,546 | -3.85 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 11,497 | 2 | ||||||
2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 23,569 | 54.22 | 3,428 | 45.44 | ||||
2025-08-06 | 13F | Ethos金融集团有限责任公司 | 1,946 | 0.05 | 283 | 4.04 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 2,824 | 16.65 | 411 | 9.92 | ||||
2025-07-22 | 13F | 资本顾问公司/ok | 277,864 | 0.31 | 40,418 | -5.42 | ||||
2025-08-06 | 13F | SNS 金融集团有限责任公司 | 1,560 | 0.26 | 227 | -5.83 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 13,837 | 7.26 | 2,013 | 11.28 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 224,209 | 70.58 | 32,613 | 60.83 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 2,280,715 | 0.79 | 330,908 | -5.44 | ||||
2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 3,771 | 51.75 | 555 | 51.37 | ||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 4,951 | 2.93 | 720 | -2.96 | ||||
2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 6,000 | 873 | ||||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 6,954 | 1.03 | 1,012 | -4.71 | ||||
2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 6,538 | 0.14 | 951 | -5.56 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 293 | 94.04 | 43 | -17.65 | ||||
2025-06-30 | NP | QQQG - Pacer Nasdaq 100 前 50 大现金牛成长型 ETF | 513 | 23.02 | 75 | 22.95 | ||||
2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 18,724 | 0.12 | 2,724 | -5.62 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 161,864 | 5.53 | 23,545 | -0.50 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 340,809 | 2.16 | 50 | -3.92 | ||||
2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 20,066 | 0.31 | 3 | -33.33 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | Call | 36 | 4 | |||||
2025-08-13 | 13F | 纽约州共同退休基金 | 232,765 | 0.30 | 34 | -5.71 | ||||
2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 528,113 | 0.46 | 76,819 | -5.28 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 50,020 | 153.32 | 7,276 | 138.84 | ||||
2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 1,244 | 73.99 | 0 | |||||
2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 6,180 | 4.89 | 899 | -1.21 | ||||
2025-07-10 | 13F | 瑞典银行 | 199,106 | 24.76 | 28,962 | 17.63 | ||||
2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 1,645 | 239 | ||||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 14,092 | 2.01 | 2,050 | -3.85 | ||||
2025-07-15 | 13F | 皮蒂集团财富管理有限责任公司 | 4,078 | 0.15 | 593 | -5.57 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 25,088 | 1.49 | 4 | 0.00 | ||||
2025-08-19 | 13F | 开普投资咨询公司 | 119 | 0.85 | 17 | -5.56 | ||||
2025-08-14 | 13F | 财务顾问网络公司 | 7,614 | 9.18 | 1,108 | 2.98 | ||||
2025-07-24 | 13F | 李氏金融公司 | 12,787 | 1.68 | 1,860 | -4.18 | ||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 10,110 | 48.72 | 1,471 | 40.27 | ||||
2025-05-15 | 13F | Kodai资本管理有限责任公司 | 114,657 | 17,689 | ||||||
2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 121,180 | 1.93 | 18 | -5.56 | ||||
2025-08-14 | 13F | 双山资本有限责任公司 | 17,383 | 2,529 | ||||||
2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,075,715 | 6.02 | 158,259 | 5.63 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 267 | 20.81 | 39 | 11.76 | ||||
2025-06-20 | NP | JMID - Janus Henderson 中型股成长阿尔法 ETF | 2,412 | 355 | ||||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 287,686 | 7.01 | 42,324 | 6.61 | ||||
2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 326,093 | 1.35 | 47,433 | -4.44 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 39,203 | 64.35 | 6,191 | 71.14 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 46,261 | 7,305 | ||||||
2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 1,887 | 0.53 | 274 | -5.19 | ||||
2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 152,642 | 0.07 | 22,457 | -0.30 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 48,700 | 637.88 | 7,084 | 595.78 | |||
2025-08-08 | 13F | Abc 套利 Sa | 17,482 | 2,543 | ||||||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 4,132 | 6.28 | 601 | 0.33 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 72 | 11 | ||||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | 29,328 | 239.80 | 4,266 | 220.51 | ||||
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 | 24,029 | 3.01 | 3,794 | 7.24 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 18,931 | 2,754 | ||||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 108,609 | 0.45 | 15,798 | -5.29 | ||||
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 | 7,502 | 1.71 | 1,104 | 1.29 | ||||
2025-07-17 | 13F | 斯特林投资顾问有限公司 | 15,613 | 4.17 | 2,271 | -1.77 | ||||
2025-08-14 | 13F | CIBC 资产管理公司 | 175,161 | 0.26 | 25,479 | -5.47 | ||||
2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 682 | 8.77 | 100 | 8.70 | ||||
2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 1,708 | 11.78 | 251 | 11.56 | ||||
2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 17,564 | 0.46 | 2,594 | 15.86 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 7,253 | 44.42 | 1,055 | 36.18 | ||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 2,496 | 0.85 | 363 | -4.72 | ||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 108 | 18.68 | 16 | 7.14 | ||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 2,261 | 329 | ||||||
2025-08-05 | 13F | 埃莱维斯特公司 | 5,449 | 4.07 | 793 | -1.86 | ||||
2025-07-18 | 13F | 访问金融服务公司 | 10,947 | 0.94 | 1,592 | -4.84 | ||||
2025-08-14 | 13F | Sig 经纪公司 | 1,554 | 226 | ||||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 1,370 | 27.56 | 199 | 20.61 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 232,833 | 0.66 | 33,868 | -5.10 | ||||
2025-08-12 | 13F | 德国商业银行 | 99,981 | 0.81 | 15 | -6.67 | ||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 6,591 | 2.68 | 959 | -3.23 | ||||
2025-08-01 | 13F | 中心点顾问有限责任公司 | 21 | 0 | ||||||
2025-07-23 | 13F | 阿布舍尔财富管理有限公司 | 129,424 | 2.17 | 18,826 | -3.67 | ||||
2025-07-21 | 13F | 克伦威尔控股有限公司 | 985 | 4.01 | 143 | -2.05 | ||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 1,814 | 4.07 | 264 | -1.87 | ||||
2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 4,764 | 0.13 | 693 | -5.72 | ||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 26,369 | 2.68 | 4,164 | 6.88 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 145 | 10.69 | 21 | 5.00 | ||||
2025-07-31 | 13F | 时刻合作伙伴有限责任公司 | 6,813 | 0.89 | 991 | -4.90 | ||||
2025-08-06 | 13F | 双创资本管理公司 | 31,101 | 0.72 | 4,524 | -5.04 | ||||
2025-08-14 | 13F | 私人资本管理有限责任公司 | 2,317 | 337 | ||||||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 3,181 | 0.16 | 463 | -5.52 | ||||
2025-08-12 | 13F | 牧羊人财富管理有限公司责任有限公司 | 1,700 | 240 | ||||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 8,074 | 24.45 | 1,174 | 17.40 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 2,525 | 42.57 | 367 | 34.43 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -115,363 | 76.63 | -16,781 | 66.53 | |||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -18,295 | 186.35 | -2,661 | 170.15 | |||
2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -12,282 | -25.42 | -1,807 | -25.71 | |||
2025-08-14 | 13F | 私人资本管理有限责任公司 | Call | 20,000 | 2,909 | |||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 69,843 | 0.22 | 11,029 | 4.34 | ||||
2025-07-22 | 13F | 红门财富管理有限责任公司 | 3,012 | 34.64 | 438 | 26.96 | ||||
2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 888 | 909.09 | 129 | 892.31 | ||||
2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 2,376 | 0.68 | 346 | -5.22 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 4,576 | 10.16 | 666 | 3.91 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 151,332 | 19.11 | 22,013 | 12.31 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 2,572 | 6.32 | 374 | 0.27 | ||||
2025-07-25 | 13F | 联邦金融服务有限责任公司 | 2,267 | 0.35 | 330 | -5.46 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 619 | 51.72 | 0 | |||||
2025-09-03 | 13F | 美国信托 | 24,564 | 7.29 | 3,573 | 1.16 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 41,081 | 3.24 | 5,976 | -2.66 | ||||
2025-04-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 207 | 48.92 | 31 | 55.00 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 15,961 | 48.43 | 2,322 | 39.99 | ||||
2025-08-14 | 13F | 财务咨询服务公司 | 2,597 | 3.30 | 378 | -2.58 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 12,402 | 70.87 | 2 | 0.00 | ||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 16,252 | 14.56 | 2,566 | 19.29 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 5,807 | 106.43 | 845 | 94.92 | ||||
2025-08-08 | 13F | 凤凰财富顾问 | 3,578 | 0.42 | 520 | -5.28 | ||||
2025-07-22 | 13F | 希蒙运河信托公司 | 5,604 | 0.65 | 815 | -5.12 | ||||
2025-07-23 | NP | DQIAX - 纽约梅隆银行 A 类股票收益基金 | 106,025 | 24.23 | 16,742 | 29.35 | ||||
2025-07-29 | 13F | 哈姆林资本管理有限责任公司 | 1,285,666 | 1.08 | 187,013 | -4.70 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -9,356 | 146.60 | -1,361 | 132.48 | |||
2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 3,416 | 0.21 | 0 | |||||
2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 2,930 | 0.72 | 426 | -4.91 | ||||
2025-08-14 | 13F | 布里奇威资本管理公司 | 7,800 | 1,135 | ||||||
2025-07-25 | 13F | 格里芬资产管理公司 | 17,718 | 0.16 | 2,577 | -5.57 | ||||
2025-08-28 | NP | TPMN - 蒂莫西计划市场中性 ETF | 320 | 2.56 | 47 | -4.17 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 5,891 | 70.51 | 857 | 60.60 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -815 | -119 | |||||
2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 16,857 | 1.29 | 2,452 | -4.48 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 38,200 | 128.74 | 5,557 | 115.68 | |||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 19,797 | 177.85 | 2,880 | 161.97 | ||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 8,743 | 28.71 | 1,272 | 21.28 | ||||
2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 5,713 | 5.23 | 866 | 9.07 | ||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 3,374 | 38.17 | 499 | 42.98 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 64,877 | 4.43 | 9,545 | 4.04 | ||||
2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 962 | 15.49 | 142 | 14.63 | ||||
2025-07-21 | 13F | 上升集团有限责任公司 | 14,939 | 8.70 | 2,173 | 2.50 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 4,717 | 686 | ||||||
2025-04-24 | 13F | 支点资产管理有限公司 | Put | 0 | 205 | |||||
2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 47,952 | 0.03 | 6,975 | -5.69 | ||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 44,217 | 7.64 | 6,432 | 1.48 | ||||
2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 127,860 | 18,599 | ||||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 7,545 | 3.55 | 1,097 | -2.40 | ||||
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 | 22,071 | 5.67 | 3,247 | 5.29 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 65,411 | 0.92 | 9,515 | -4.85 | ||||
2025-07-25 | 13F | MOKAN 财富管理有限公司 | 8,929 | 7.26 | 1,300 | 1.17 | ||||
2025-06-26 | NP | FCPI - 富达通胀股票 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,445 | 5.83 | 948 | 21.69 | ||||
2025-06-26 | NP | SEG Partners多空股票基金 | 42,169 | 6,204 | ||||||
2025-07-11 | 13F | Global X 日本株式会社 | 74 | 11 | ||||||
2025-07-29 | 13F | FLC资本顾问公司 | 2,090 | 0.05 | 304 | -5.59 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 54,580 | 3.33 | 8,619 | 7.58 | ||||
2025-08-01 | 13F | 吉尼斯资产管理有限公司 | 1,630,507 | 1.48 | 237,094 | -4.26 | ||||
2025-07-29 | NP | BIBL - Inspire 100 ETF | 31,209 | 3.98 | 4,928 | 8.26 | ||||
2025-08-13 | 13F | 帝国财务管理有限公司 | 15,119 | 0.37 | 2,199 | -5.38 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 1,172 | 0.86 | 170 | -5.03 | ||||
2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 2,363 | 5.59 | 344 | -0.58 | ||||
2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 3,578 | 2.08 | 520 | -3.70 | ||||
2025-08-14 | 13F | 摩尔资本管理有限公司 | 4,876 | 709 | ||||||
2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 62,853 | 2.95 | 9,143 | -2.94 | ||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 1,993 | 37.92 | 290 | 30.18 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 145,268 | 0.16 | 21,131 | -5.57 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 134,292 | 217.40 | 19,534 | 199.28 | ||||
2025-07-23 | 13F | 西步顾问公司 | 4,431 | 0.41 | 645 | -5.29 | ||||
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 | 483 | 70 | ||||||
2025-07-03 | 13F | JBGlobal.com 有限责任公司 | 6,432 | 0.08 | 936 | -5.65 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 1,134 | 54.71 | 374 | 230.09 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 667,800 | 97.52 | 97,138 | 86.22 | |||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 3,974 | 7.84 | 578 | 1.76 | ||||
2025-08-15 | 13F | Binnacle投资公司 | 18 | 500.00 | 3 | |||||
2025-07-14 | 13F | UMA 金融服务公司 | 16 | 2 | ||||||
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 | 2,472 | 36.35 | 360 | 28.67 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 25,140 | 12.23 | 3,657 | 5.82 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 55,461 | 1.74 | 8,067 | -4.08 | ||||
2025-08-14 | 13F | 阿伯丁财富管理有限公司 | 2,060 | 0.10 | 300 | -5.68 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 156,793 | 12.74 | 22,807 | 6.30 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 11,307 | 12.99 | 1,785 | 17.67 | ||||
2025-07-21 | 13F | DMKC 咨询服务有限公司 | 11,896 | 252.89 | 1,705 | 227.69 | ||||
2025-07-24 | 13F | 利奥财富有限责任公司 | 1,848 | 19.15 | 269 | 12.13 | ||||
2025-08-12 | 13F | 特拉诺瓦资产管理有限责任公司 | 3,794 | 0.64 | 552 | -5.16 | ||||
2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 321 | 108.44 | 47 | 113.64 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 1,344,429 | 43.68 | 196 | 35.42 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 4,007 | 7.72 | 590 | 7.29 | ||||
2025-08-11 | 13F | 交响金融有限公司 | 1,463 | 213 | ||||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 29,168 | 8.60 | 4,243 | 2.39 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 20,347 | 10.57 | 2,960 | 4.30 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 547,645 | 5.26 | 79,660 | -0.76 | ||||
2025-08-04 | 13F | 联合银行 | 70,976 | 1.93 | 10 | 0.00 | ||||
2025-07-22 | 13F | 费尼莫尔资产管理公司 | 422,697 | 1.26 | 61,486 | -4.53 | ||||
2025-08-06 | 13F | 贝利·吉福德公司 | 318,223 | 77.23 | 46,289 | 67.09 | ||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 107 | 10.31 | 16 | 7.14 | ||||
2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Put | 132,300 | 19,244 | |||||
2025-07-16 | 13F | 诺维姆集团 | 9,384 | 120.33 | 1,365 | 107.76 | ||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 8,900 | 2.63 | 1,295 | -3.22 | ||||
2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 137 | 9.60 | 20 | 0.00 | ||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 11,893 | 18.89 | 1,730 | 12.12 | ||||
2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 5,794 | 843 | ||||||
2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 517,383 | 12.29 | 76,117 | 11.87 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 22 | 3 | ||||||
2025-08-13 | 13F | 景顺有限公司 | 4,384,846 | 6.03 | 637,820 | -0.03 | ||||
2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 123 | 18 | ||||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 4,050 | 1.02 | 589 | -4.69 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 8 | 60.00 | 1 | |||||
2025-07-25 | 13F | 阿波罗金融有限责任公司 | 2,816 | 410 | ||||||
2025-08-01 | 13F | 红木公园顾问有限公司 | 131 | 0.77 | 19 | -5.00 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 11,617 | 18.08 | 1,690 | 11.34 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 757,681 | 0.56 | 110 | -5.17 | ||||
2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,007 | 1.10 | 1,738 | 5.27 | ||||
2025-08-01 | 13F | 戴维环球基金管理有限公司 | 32,078 | 2.07 | 4,666 | -3.75 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 304,580 | 1.74 | 44,304 | -4.07 | ||||
2025-08-05 | 13F | GHP 投资顾问公司 | 17,552 | 5.84 | 2,553 | -0.20 | ||||
2025-04-29 | 13F | 佩森公司 | 6,592 | 18.69 | 1,017 | 30.72 | ||||
2025-08-08 | 13F | 安全金融服务公司 | 2,766 | 18.10 | 402 | 11.36 | ||||
2025-07-10 | 13F | 向日葵银行,NA | 2,305 | 3.36 | 335 | -2.62 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 12 | 2 | ||||||
2025-08-13 | 13F | 法国外贸银行 | 20,669 | 270.15 | 3,007 | 253.65 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 5,970 | 3.25 | 868 | -2.69 | ||||
2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 53,499 | 16.43 | 7,871 | 15.99 | ||||
2025-07-28 | 13F | 港湾信托投资管理公司 | 3,110 | 0.42 | 452 | -5.24 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 83,912 | 8.10 | 12,345 | 7.70 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 7,042 | 11.13 | 1,017 | 4.74 | ||||
2025-07-22 | 13F | DB Root 有限公司 | 2,772 | 0.62 | 403 | -5.18 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 13,873 | 17.52 | 2,018 | 10.76 | ||||
2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 21,955 | 73.34 | 3,194 | 63.41 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 14,372 | 70.65 | 2,091 | 60.89 | ||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 22,027 | 8.84 | 3,253 | 25.56 | ||||
2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 29,053 | 1.74 | 4,226 | -4.06 | ||||
2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 2,302 | 12.79 | 335 | 6.37 | ||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 938 | 1,202.78 | 138 | 1,270.00 | ||||
2025-07-30 | NP | OGIG - ALPS | O'Shares 全球互联网巨头 ETF 股票 | 3,330 | 1.19 | 526 | 5.21 | ||||
2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 400 | 81.82 | 63 | 90.91 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 8,532 | 17.39 | 1,241 | 10.70 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 10,414,577 | 1.65 | 1,514,904 | -4.16 | ||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 1,264,282 | 3.88 | 183,860 | -1.95 | ||||
2025-08-06 | 13F | SP资产管理有限责任公司 | 1,784 | 0.68 | 260 | -5.13 | ||||
2025-07-24 | 13F | 贝-道格拉斯有限责任公司 | 1,705 | 248 | ||||||
2025-08-07 | 13F | 米德咨询服务公司 | 10,160 | 7.45 | 1,478 | 1.30 | ||||
2025-08-14 | 13F | 格伦维尤信托公司 | 19,531 | 0.82 | 2,841 | -4.95 | ||||
2025-08-25 | NP | LVHD - 美盛低波动高股息 ETF | 86,059 | 13.43 | 12,518 | 6.95 | ||||
2025-08-14 | 13F | 卡斯卡德资本资产管理有限责任公司 | 2,996 | 0.71 | 436 | -5.23 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 208,825 | 5.31 | 30,722 | 4.92 | ||||
2025-07-23 | 13F | 哥伦布宏有限责任公司 | 12,758 | 0.54 | 1,856 | -5.21 | ||||
2025-07-17 | 13F | 凯利金融服务有限公司 | 1,879 | 13.12 | 273 | 6.64 | ||||
2025-07-24 | 13F | 石桥金融集团有限公司 | 39,158 | 1.83 | 5,696 | -4.00 | ||||
2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 919 | 6.74 | 145 | 11.54 | ||||
2025-07-17 | 13F | 马特恩财富管理有限责任公司 | 2,840 | 6.93 | 413 | 0.98 | ||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 4,178 | 8.49 | 608 | 2.19 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 3,828 | 89.98 | 557 | 79.35 | ||||
2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 41,139 | 15.51 | 6,052 | 15.08 | ||||
2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 3,520 | 5.77 | 1 | |||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 9,099,335 | 2.19 | 1,323,589 | -3.65 | ||||
2025-08-14 | 13F | 科学技术研究有限责任公司 | 2,713 | 395 | ||||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 1,859,478 | 5.22 | 270,480 | -0.80 | ||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 1,848 | 6.51 | 269 | 0.37 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,094 | 1.86 | 161 | 1.27 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 1,943 | 9.96 | 283 | 3.68 | ||||
2025-08-12 | 13F | 阿彻投资公司 | 2,570 | 161.71 | 374 | 147.02 | ||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 3,809 | 256.98 | 554 | 237.80 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 36,037 | 2.38 | 5,242 | -3.48 | ||||
2025-08-05 | 13F | JW Coons 顾问有限公司 | 15,501 | 2.27 | 2,255 | -3.59 | ||||
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 | 202,445 | 4.47 | 29,448 | -1.51 | ||||
2025-07-22 | 13F | LGT集团基金会 | 2,670 | 5.62 | 388 | -0.51 | ||||
2025-08-04 | 13F | WNY资产管理有限责任公司 | 1,989 | 0.10 | 289 | -5.56 | ||||
2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 33 | 3.12 | 5 | -20.00 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,038 | 1.47 | 151 | -4.46 | ||||
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 | 59,589 | 1.98 | 8,668 | -3.86 | ||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 7 | 75.00 | 1 | |||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 10 | 25.00 | 1 | 0.00 | ||||
2025-08-14 | 13F | 克利福德集团有限责任公司 | 3,754 | 1.90 | 546 | -3.87 | ||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 4,383 | 5.77 | 637 | -0.31 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 84,382 | 8.13 | 12,414 | 7.72 | ||||
2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 18,237 | 4.18 | 2,653 | -1.78 | ||||
2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 408 | 0.74 | 59 | -4.84 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 45,513 | 0.25 | 6,620 | -5.48 | ||||
2025-06-25 | NP | HUSV - First Trust Horizon 管理波动性国内 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 | 6,102 | 898 | ||||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 7,309 | 0.52 | 1,154 | 4.72 | ||||
2025-07-23 | 13F | 司法部有限责任公司 | 3,348 | 0.84 | 480 | -6.45 | ||||
2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 3,210 | 0.56 | 467 | -5.28 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 255,076 | 10.78 | 36,716 | 4.81 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 31,286 | 128.82 | 4,551 | 115.74 | ||||
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 | 17 | 3 | ||||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 113,005 | 13.24 | 16,533 | 7.32 | ||||
2025-07-17 | 13F | 翡翠顾问有限责任公司 | 3,530 | 11.57 | 514 | 5.12 | ||||
2025-07-22 | 13F | 凯斯勒投资集团有限责任公司 | 7,761 | 5.62 | 1,129 | -0.44 | ||||
2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 QQQ 低波动率 ETF | 737 | 26.63 | 116 | 31.82 | ||||
2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 4,357 | 13.67 | 634 | 7.11 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 641,928 | 39.43 | 93 | 30.99 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 股息机会基金 3 级 | 57,900 | 24.78 | 8,422 | 17.66 | ||||
2025-08-06 | 13F | 西耶纳管理 | 56,127 | 10.01 | 7,454 | -2.59 | ||||
2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 378 | 2.44 | 0 | |||||
2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 13,880 | 1.58 | 2,042 | 1.24 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 434,739 | 10.31 | 63,237 | 6.24 | ||||
2025-07-14 | 13F | Kfg 财富管理有限公司 | 5,298 | 4.77 | 771 | -1.28 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 78,622 | 7.28 | 11,436 | 1.15 | ||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 9,462 | 0.45 | 1,384 | -4.75 | ||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 870 | 26.09 | 127 | 18.87 | ||||
2025-05-28 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 2,252 | 3.59 | 347 | 14.14 | ||||
2025-08-14 | 13F | 挑战者财富管理 | 3,142 | 0.45 | 457 | -5.19 | ||||
2025-07-24 | 13F | CWM 顾问有限责任公司 | 38,054 | 14.38 | 5,535 | 7.85 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 829 | 2.35 | 121 | -3.23 | ||||
2025-07-29 | 13F | Arista 财富管理有限责任公司 | 9,282 | 1,350 | ||||||
2025-07-15 | 13F | 灰点有限责任公司 | 4,592 | 0.55 | 668 | -5.26 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 147,679 | 3.58 | 21,481 | -2.35 | ||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 17,606 | 26.15 | 2,561 | 18.90 | ||||
2025-08-12 | 13F | DnB 资产管理公司 | 107,562 | 14.49 | 15,646 | 7.94 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 11,760 | 15.06 | 1,711 | 16.09 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 754 | 120.47 | 119 | 133.33 | ||||
2025-08-13 | 13F | 百达资产管理控股公司 | 311,934 | 11.21 | 45,370 | 4.87 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 119,873 | 3.64 | 17,410 | -2.14 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 31 | 3.33 | 5 | 0.00 | ||||
2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 86,652 | 3.99 | 12,604 | -1.95 | ||||
2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 388 | 0 | ||||||
2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 1,551,274 | 1.67 | 228,223 | 1.29 | ||||
2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 41,562 | 0.50 | 6 | 0.00 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 149,707 | 3.85 | 21,776 | -2.09 | ||||
2025-08-12 | 13F | 东南资产顾问公司 | 25,704 | 12.36 | 3,739 | 5.92 | ||||
2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 7,546 | 21.99 | 1,098 | 14.99 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 38 | 6 | ||||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 3,342 | 7.91 | 486 | 1.89 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 2,571,584 | 1.21 | 374,063 | -4.58 | ||||
2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 1,872 | 0.16 | 272 | -5.56 | ||||
2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 132,013 | 11.05 | 20,846 | 15.62 |