机构和基金投资人持股 - 买家
在共和服务公司中开设新头寸的主要持有者包括 FMAGX - 富达麦哲伦基金, FBALX - 富达平衡基金, Capitolis Liquid 全球市场有限责任公司, Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金, TRANSAMERICA 系列信托 - Transamerica WMC 美国增长副总裁初始, TADAX - 泛美美国增长 A, ITYAX - 景顺科技基金A类, FUIIX - 富达电信和公用事业基金, AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级, Putnam ETF 信托 - Putnam 可持续领导者 ETF -, QBA2Q - 平衡投资组合初始类别, 可变保险产品基金 - 股票选择器全盘投资组合投资者类别, PDP - Invesco DWA 动量 ETF, FUGAX - 富达顾问公用事业基金 A 类, USSE - Segall Bryant & Hamill 精选股票 ETF, 长弓金融公司, 普特南 ETF 信托 - 普特南可持续未来 ETF -, PMVAX - 普特南可持续未来基金 A 类股票, 未来资产证券（美国）有限公司, 和 未来资产证券（美国）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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 15,425 | 20.97 | 3,969 | 31.30 | ||||
| 2025-08-08 | 13F | 综合财务规划有限公司/PA | 2,702 | 0.97 | 666 | 2.78 | ||||
| 2025-07-24 | 13F | CWM 顾问有限责任公司 | 30,966 | 7.79 | 7,637 | 9.76 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 658 | 1.54 | 162 | 3.85 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 3,197 | 17.28 | 823 | 27.24 | ||||
| 2025-04-24 | NP | 贝莱德基金 - 贝莱德商品策略基金投资者 A 股 | 16,548 | 41.88 | 3,922 | 54.05 | ||||
| 2025-06-25 | NP | PJDAX - PGIM JENNISON 上升股息基金 A 类 | 5,186 | 1,300 | ||||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 2,700 | 666 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 46 | 12 | ||||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 18,224 | 2.89 | 4,494 | 4.78 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 2,195 | 59.87 | 541 | 62.95 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 6,935 | 1.17 | 1,710 | 3.07 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 16 | 1,500.00 | 4 | |||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 46,130 | 18.43 | 11,376 | 20.61 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,723 | 102.00 | 5,698 | 133.58 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 6,992 | 8.54 | 1,799 | 17.82 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 3,179 | 11.94 | 784 | 13.97 | ||||
| 2025-08-14 | 13F | Ruane、Cunniff 和 Goldfarb LP | 817 | 201 | ||||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 102,279 | 17.11 | 25,223 | 19.27 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 32,029 | 5.30 | 8 | 0.00 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 9,064 | 2.20 | 2,195 | 22.98 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 122,299 | 5.80 | 29,963 | 7.84 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 32,710 | 56.10 | 8,067 | 61.38 | ||||
| 2025-08-22 | NP | FMKFX - 富达麦哲伦 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,400 | 3,798 | ||||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 594,200 | 0.99 | 146,536 | 2.84 | ||||
| 2025-06-27 | NP | RUNN - RUNNING OAK 高效增长 ETF | 26,903 | 6.95 | 6,922 | 16.09 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 806,409 | 118.41 | 198,869 | 122.42 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 2 | 0 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 276 | 64 | ||||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 14,896 | 3,674 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 112,290 | 3.17 | 27,668 | 5.12 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 41,710 | 1.33 | 10,286 | 3.19 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 28 | 7 | ||||||
| 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 | 38,102 | 94.67 | 9,554 | 125.12 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 88 | 57.14 | 22 | 144.44 | ||||
| 2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 68,500 | 16,893 | ||||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 35,629 | 8,786 | ||||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 1,262 | 434.75 | 311 | 445.61 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,011 | 30.28 | 260 | 42.08 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 49,817 | 7.32 | 12,285 | 9.29 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica WMC 美国增长副总裁初始 | 89,904 | 22,171 | ||||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 6,876 | 8.33 | 1,696 | 10.35 | ||||
| 2025-07-23 | 13F | 德塔鲁斯顾问有限责任公司 | 2,007 | 1.77 | 495 | 3.56 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 181,556 | 14.34 | 44,774 | 16.44 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 623 | 154 | ||||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 889 | 10.43 | 223 | 27.59 | ||||
| 2025-08-29 | NP | NETZ - 1 号引擎变革气候 ETF | 176,289 | 29.09 | 40,661 | 18.74 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 40,241 | 47.29 | 9,924 | 50.01 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 1,056 | 260 | ||||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 52,674 | 13 | ||||||
| 2025-07-24 | 13F | M.克劳斯公司 | 2,402 | 592 | ||||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 | 149,400 | 36,844 | ||||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 1,083 | 12.00 | 267 | 14.10 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 403 | 0.25 | 99 | 2.06 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 31,576 | 5.99 | 8,124 | 15.05 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 15,565 | 1.47 | 3,838 | 3.34 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 6,273 | 0.45 | 1,573 | 16.10 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪资本增值基金标准类 | 34,664 | 1.70 | 8,548 | 3.56 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 7,757 | 1.11 | 1,913 | 2.96 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 35,763 | 1.72 | 8,968 | 17.62 | ||||
| 2025-07-15 | 13F | CHB 投资集团有限责任公司 | 14,365 | 3.05 | 4 | 0.00 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 1,480 | 5.04 | 365 | 7.04 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 886,850 | 1.82 | 218,692 | 3.68 | ||||
| 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 | 291,673 | 8.54 | 75,045 | 17.82 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 48,700 | 44.51 | 12,010 | 47.17 | |||
| 2025-07-23 | 13F | Klp资本管理公司 | 102,534 | 2.70 | 25,286 | 4.59 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 903 | 223 | ||||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 1,288 | 4.46 | 318 | 6.38 | ||||
| 2025-08-13 | 13F | 挪威银行 | 2,799,208 | 690,313 | ||||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 3,235 | 1.09 | 798 | 2.97 | ||||
| 2025-08-14 | 13F | 可视化集团 | 305,991 | 123.52 | 33,925 | 2.34 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 53,863 | 14.97 | 13,283 | 17.09 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 8,035 | 20.86 | 1,965 | 23.74 | ||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 12,242 | 21.73 | 3,019 | 23.98 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 2,506 | 4.16 | 618 | 6.01 | ||||
| 2025-07-22 | 13F | JSF 金融有限责任公司 | 5,217 | 3.12 | 1,287 | 4.98 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 8 | 2 | ||||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 3,926 | 74.10 | 968 | 77.29 | ||||
| 2025-07-24 | 13F | 维莱尔圣丹尼斯 J & Co 有限公司 | 81,012 | 31.53 | 19,978 | 33.95 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 6 | 1 | ||||||
| 2025-08-14 | 13F | MGB 财富管理有限责任公司 | 2,415 | 2.55 | 595 | 4.57 | ||||
| 2025-07-30 | 13F | 道德公司 | 8,849 | 8.17 | 2,162 | 8.48 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 1,064 | 262 | ||||||
| 2025-08-13 | 13F | 泰康资产管理（香港）有限公司 | 6,677 | 100.21 | 1,647 | 103.97 | ||||
| 2025-08-11 | 13F | 安比银行 | 1,645 | 4.44 | 406 | 6.30 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 6,480 | 0.37 | 1,598 | 2.24 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 2,101 | 2.34 | 518 | 4.23 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 996 | 246 | ||||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 5,765,799 | 2.21 | 1,421,904 | 4.09 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 952 | 235 | ||||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,178 | 2.60 | 8,279 | 11.38 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 132 | 5.60 | 33 | 6.67 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 2 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 48,268 | 49.93 | 11,904 | 52.46 | ||||
| 2025-05-29 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 285 | 69 | ||||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 33,027 | 10.72 | 8,145 | 12.75 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Call | 11,300 | 2,787 | |||||
| 2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 3,347 | 10.06 | 825 | 12.09 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 4,864 | 0.33 | 1,200 | 2.22 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 47 | 12 | ||||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 406,266 | 6.02 | 100,189 | 7.97 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 2,325,302 | 21.34 | 573,443 | 23.57 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 14,338 | 3,536 | -71.34 | |||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 338,767 | 61.04 | 83,543 | 64.00 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 63,754 | 4.23 | 15,722 | 6.14 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 2,132 | 526 | ||||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 20,558 | 8.22 | 5,070 | 10.20 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 108 | 27 | ||||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 66,331 | 12.97 | 16,358 | 15.04 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 9,703 | 2,393 | ||||||
| 2025-08-29 | NP | DIVGX - Guardian 股息增长基金 I 类 | 6,674 | 22.19 | 1,646 | 24.43 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,497 | 841.51 | 385 | 940.54 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 66 | 78.38 | 0 | |||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 71,100 | 19.90 | 17,534 | 22.10 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 14,043 | 8.31 | 3,046 | 20.88 | ||||
| 2025-08-12 | 13F | 阿维索金融公司 | 17,108 | 5.32 | 4,219 | 7.27 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 19,057,995 | 1.58 | 4,699,892 | 3.45 | ||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 684,014 | 20.75 | 168,685 | 22.97 | ||||
| 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 | 2,255 | 0.67 | 580 | 9.43 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 789 | 3.95 | 195 | 6.01 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 5,939 | 16.73 | 1,465 | 18.83 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 22,321 | 17.94 | 5,505 | 20.12 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | 27,524 | 6,788 | ||||||
| 2025-07-17 | 13F | SFM有限责任公司 | 6,158 | 53.22 | 1,519 | 56.01 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 99,324 | 2.40 | 24,494 | 4.28 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 13,794 | 88.21 | 3,402 | 91.71 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1,067 | 5.43 | 247 | -0.80 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 99,308 | 7.83 | 24,490 | 9.82 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 1,503 | 2.11 | 371 | 3.93 | ||||
| 2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 17,906 | 3.20 | 4,416 | 5.09 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 44,542 | 0.39 | 10,985 | 2.23 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 23,600 | 5,820 | |||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 17,700 | 4,365 | |||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 90 | 22 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 34,270 | 20.61 | 8,453 | 22.85 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - Victory Sycamore 成立价值基金 3 级 | 14,800 | 3.50 | 3,650 | 5.40 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 1,892 | 467 | ||||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 109 | 2.83 | 27 | 4.00 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 40,235 | 4.01 | 9,922 | 5.93 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 643,884 | 2.01 | 158,788 | 3.89 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 25,413 | 9.47 | 6,267 | 11.49 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 4,177 | 1.88 | 1,030 | 3.83 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 3,481 | 16.73 | 858 | 18.84 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 6,533 | 86.28 | 1,638 | 115.53 | ||||
| 2025-08-06 | 13F | 本斯勒有限责任公司 | 27,779 | 1.82 | 6,851 | 3.69 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 751 | 21.13 | 185 | 23.33 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 1,767 | 10.30 | 436 | 12.40 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 168,218 | 8.06 | 41,484 | 10.04 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Epoch 美国股票收益率投资组合初始类别 | 29,733 | 3.02 | 7,332 | 4.91 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 102,964 | 106.19 | 25,392 | 109.98 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 51,941 | 10.89 | 12,701 | 13.54 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 40,435 | 11.77 | 9,972 | 13.82 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 3,876 | 733.55 | 972 | 871.00 | ||||
| 2025-08-25 | NP | 美国基金保险系列-成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 664,509 | 19.57 | 163,875 | 21.77 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 1,767 | 33.86 | 436 | 37.22 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 4,661 | 0.06 | 1,149 | 1.95 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 4,328 | 19.56 | 1,067 | 21.80 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 3,899 | 962 | ||||||
| 2025-06-26 | NP | FNSTX - 富达基础设施基金 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 | 6,680 | 52.51 | 1,675 | 76.50 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 2,117 | 78.50 | 522 | 81.88 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 834 | 206 | ||||||
| 2025-07-07 | 13F | RDA金融网络 | 1,631 | 402 | ||||||
| 2025-07-17 | 13F | 城市控股公司 | 17,921 | 6.37 | 4,419 | 8.34 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 1,052 | 1.54 | 259 | 3.60 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 1,025 | 253 | ||||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 4,008 | 4.19 | 988 | 6.12 | ||||
| 2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 316 | 5.33 | 78 | 6.94 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 15,398 | 36.82 | 3,797 | 39.34 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 1,762 | 24.96 | 435 | 27.27 | ||||
| 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 | 29,526 | 15.79 | 7,597 | 25.68 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 1,562 | 2.83 | 376 | -0.79 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 907 | 224 | ||||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 2,616 | 0.81 | 645 | 2.71 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 14,808 | 16.03 | 3,652 | 18.16 | ||||
| 2025-05-29 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 4,668 | 1,130 | ||||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 4,556 | 2,607 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 2,910 | 1.15 | 718 | 3.02 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 15,124 | 0.98 | 3,698 | 1.48 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 34,471 | 0.56 | 8,501 | 2.40 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 4,326 | 6.84 | 1,067 | 8.78 | ||||
| 2025-08-13 | 13F | 直径资本有限合伙人 | 1,396 | 344 | ||||||
| 2025-08-12 | 13F | Meridian 财富顾问有限责任公司 | 2,633 | 5.19 | 649 | 7.10 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 4,158 | 1.46 | 1,025 | 3.33 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 78 | 9.86 | 19 | 11.76 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,294 | 3.03 | 319 | 4.93 | ||||
| 2025-07-22 | 13F | 斯特里德集团有限责任公司 | 2,664 | 4.84 | 657 | 6.67 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 1,500 | 370 | |||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 5,185 | 1,279 | ||||||
| 2025-07-25 | 13F | CWM有限公司 | 11,890 | 9.14 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 19,400 | 4,784 | |||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 1,366 | 0.22 | 337 | 1.82 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 14 | 27.27 | 3 | 50.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 7,693 | 511.04 | 1,897 | 524.01 | ||||
| 2025-07-24 | NP | BlackRock Funds II - 贝莱德全球股息投资组合机构股票 | 58,340 | 17.46 | 15,010 | 27.51 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 1,376 | 0.95 | 345 | 16.95 | ||||
| 2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 5,019,239 | 12.31 | 1,291,400 | 21.92 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 27,679 | 2.14 | 6,826 | 4.01 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 43 | 11 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 3,801 | 937 | ||||||
| 2025-08-06 | 13F | ETF 商店有限公司 | 1,617 | 0.25 | 399 | 2.05 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 16,234 | 5.78 | 4,177 | 14.82 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 289,087 | 71,292 | ||||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 2,379,682 | 10.09 | 586,854 | 12.11 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 41 | 0 | ||||||
| 2025-06-30 | NP | RGEF——洛克菲勒全球股票ETF | 44,111 | 39.35 | 11,061 | 61.13 | ||||
| 2025-06-25 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 2,929 | 20.58 | 734 | 39.54 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 488 | 0.41 | 120 | 2.56 | ||||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 1,700 | 419 | ||||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 8,358 | 0.16 | 2,061 | 22.82 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,386 | 30.95 | 576 | 26.10 | ||||
| 2025-04-01 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 372 | 116.28 | 81 | 135.29 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律成长 VIP 基金 | 7,893 | 1,946 | ||||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 24,249 | 10.67 | 6 | 0.00 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 11,984 | 3.48 | 2,955 | 5.39 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 6,342 | 71.82 | 1,564 | 110.78 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 43,428 | 5.88 | 10,707 | 7.79 | ||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,018 | 9,282 | ||||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -441 | -109 | |||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 3,743 | 2.63 | 923 | 4.53 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 137 | 34 | ||||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 347 | 171.09 | 86 | 183.33 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 109,939 | 2.90 | 27,112 | 4.79 | ||||
| 2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 1,506 | 371 | ||||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,298 | 320 | ||||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 67,851 | 16,733 | ||||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 940 | 0.21 | 232 | 1.76 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 119 | 1,222.22 | 29 | 1,350.00 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 1,345 | 47.80 | 332 | 50.45 | ||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 53,400 | 2.69 | 13,390 | 18.74 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 112,743 | 10.08 | 29,008 | 19.49 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 939,170 | 79.00 | 231,609 | 82.29 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 3,465 | 4.43 | 855 | 6.35 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 7,899 | 1,948 | ||||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 118 | 1.72 | 29 | 3.57 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 1,071 | 15.41 | 264 | 17.86 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 4,511 | 44.08 | 1,112 | 46.70 | ||||
| 2025-07-31 | 13F | 第一商业金融服务公司 | 14,356 | 5.89 | 3,540 | 7.86 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 624 | 8.90 | 154 | 10.87 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 11,304 | 12.79 | 2,908 | 22.44 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 110,421 | 430.97 | 27,231 | 440.81 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 11,989 | 0.86 | 2,957 | -0.84 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 1,864 | 0.05 | 449 | -0.44 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 3,821 | 8.55 | 958 | 25.56 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,206 | 2.75 | 544 | 4.82 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 16,323 | 11.49 | 4,025 | 13.54 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 18,331 | 20.92 | 4,521 | 23.16 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 1,160 | 1.84 | 286 | 4.00 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 16,894 | 26.76 | 4,166 | 29.10 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 84,073 | 3.49 | 20,731 | 5.38 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 835 | 206 | ||||||
| 2025-08-13 | 13F | 法国集团 | 58,142 | 88.75 | 14,299 | 94.94 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 1,495 | 369 | ||||||
| 2025-08-06 | 13F | 荷兰集团 | 26,727 | 3.12 | 6,591 | 5.02 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 1,571,545 | 33.11 | 394,065 | 53.90 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -3,174 | -60.91 | -796 | -54.83 | |||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 181,721 | 8.09 | 44,814 | 10.08 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 176 | 2.33 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 27,935 | 22.05 | 6,889 | 24.29 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 14 | 27.27 | 3 | 50.00 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 1,704 | 0.71 | 420 | 2.69 | ||||
| 2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 3,186 | 36.91 | 786 | 39.43 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 1,673,300 | 1.10 | 419,580 | 16.89 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 5,656 | 11.49 | 1,395 | 13.52 | ||||
| 2025-08-26 | NP | 贝莱德增强型全球股息信托 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 | 40,201 | 36.52 | 9,914 | 39.01 | ||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 152,165 | 16.70 | 37,525 | 18.85 | ||||
| 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 | 92,703 | 1.33 | 23,245 | 17.16 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,806 | 571.23 | 1,185 | 584.97 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 2,499 | 616 | ||||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 1,772 | 2.31 | 437 | 4.30 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 10,002 | 23.01 | 2 | 100.00 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,200 | 0.15 | 16,600 | 15.79 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 137,182 | 12.72 | 33,830 | 14.79 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 419,461 | 68.38 | 103,444 | 71.48 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 8,315 | 3.13 | 2,051 | 5.02 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 5,956 | 3.19 | 1,469 | 5.08 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 10,355 | 6.85 | 2,664 | 16.03 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 6 | 1 | ||||||
| 2025-08-19 | NP | DAVPX - 达文波特核心基金 | 80,582 | 3.04 | 19,872 | 4.94 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 1,600 | 395 | ||||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 18,583 | 198.52 | 4,781 | 224.14 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 2,016 | 6.33 | 497 | 8.28 | ||||
| 2025-08-01 | 13F | 佩特拉金融顾问公司 | 3,311 | 817 | ||||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 5,690 | 8.09 | 1,403 | 10.13 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 14,683 | 3,621 | ||||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 9,580 | 1,710.96 | 2,363 | 1,745.31 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 8,612 | 1.92 | 2,159 | 17.85 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 6,168 | 88.85 | 1,521 | 92.53 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 1,431 | 16.25 | 353 | 18.12 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 132,784 | 5.36 | 33,296 | 21.83 | ||||
| 2025-07-21 | 13F | 成功的投资组合有限责任公司 | 1,634 | 0.06 | 403 | 1.77 | ||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 1,061 | 262 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 7,900 | 54.90 | 2 | 0.00 | |||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,123 | 2.13 | 720 | -6.01 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI Discovery Mid Cap Growth Fund Series II | 37,719 | 9,302 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续未来基金 IA 类股票 | 1,962 | 59.00 | 484 | 62.08 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 4,763,442 | 165.88 | 1,174,712 | 170.76 | ||||
| 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 | 50,141 | 1.20 | 12,573 | 17.01 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 157 | 39 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 70 | 17 | ||||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 1,060 | 0.47 | 261 | 2.35 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 186,600 | 288.75 | 46,017 | 295.91 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 31,348 | 55.06 | 7,731 | 57.92 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 106,200 | 5.25 | 26,190 | 7.19 | |||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 15,492 | 0.36 | 3,820 | 2.22 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 88 | 6.02 | 22 | 5.00 | ||||
| 2025-07-07 | 13F | 西联银行 | 1,156 | 9.47 | 285 | 11.76 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,337 | 8.79 | 330 | 10.77 | ||||
| 2025-06-26 | NP | FUGAX - 富达顾问公用事业基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,502 | 9,153 | ||||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 10,785 | 2.74 | 2,660 | 4.64 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -8,247 | -2,034 | |||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 44,602 | 0.60 | 11,476 | 9.20 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 1,370 | 28.28 | 338 | 30.62 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 11,970 | 317.07 | 3,080 | 352.79 | ||||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 7,268 | 8.46 | 1,792 | 10.48 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 111 | 7.77 | 27 | 12.50 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 1,982 | 486 | ||||||
| 2025-08-04 | 13F | 俄亥俄州 | 63,334 | 4.85 | 15,619 | 6.77 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 3,899 | 7.71 | 978 | 24.46 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,201 | 4.07 | 296 | 6.09 | ||||
| 2025-07-08 | 13F | IAM 咨询有限责任公司 | 4,966 | 1,225 | ||||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 4,565 | 0.68 | 1,106 | 21.16 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 39 | 2.63 | 10 | 0.00 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 157 | 265.12 | 39 | 280.00 | ||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 12,879 | 3,176 | ||||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 15,893 | 3,919 | ||||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -23,480 | -5,790 | |||||
| 2025-06-25 | NP | FXU - First Trust Utilities 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 | 51,944 | 291.32 | 13,025 | 352.54 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 1,171 | 68.49 | 289 | 71.43 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 13,935 | 3.57 | 3,494 | 19.78 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 1,045 | 1.26 | 258 | 3.21 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 14,231 | 4.13 | 3,510 | 6.04 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 1,624 | 14.85 | 400 | 16.96 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 55,187 | 0.18 | 13,610 | 2.02 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,649 | 13.88 | 407 | 16.00 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 749,603 | 112.01 | 184,860 | 115.91 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 2,018 | 4.34 | 498 | 6.20 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 7,232 | 0.65 | 1,783 | 2.53 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 78,823 | 2.07 | 19,439 | 3.94 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 2,594 | 5.19 | 640 | 7.04 | ||||
| 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 | 88,131 | 6.45 | 22,099 | 23.08 | ||||
| 2025-07-30 | 13F | Capstone Triton 金融集团有限责任公司 | 8,061 | 5.76 | 1,988 | 29.62 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 1,089 | 269 | ||||||
| 2025-08-12 | 13F | APG 资产管理公司 | 283,753 | 1.22 | 59,613 | -5.14 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 3 | 1 | ||||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 876 | 52.61 | 216 | 56.52 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 7,438 | 5.97 | 1,834 | 5.52 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 25,318 | 2.99 | 6,244 | 4.87 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 13,100 | 555.00 | 3 | ||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,500 | 51.79 | 6,289 | 54.57 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 107,828 | 0.03 | 26,591 | 1.87 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 170 | 0.59 | 42 | 0.00 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 5,096 | 16.61 | 1,243 | 19.19 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 12,778 | 3.30 | 3,151 | 5.21 | ||||
| 2025-08-21 | NP | EVX - VanEck Vectors 环境服务 ETF | 35,013 | 3.46 | 8,635 | 5.36 | ||||
| 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 | 14,156 | 5.91 | 3,550 | 22.46 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 8,123 | 0.01 | 2,003 | 3.41 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 3 | 1 | ||||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 187,379 | 1.41 | 46,210 | 3.27 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 11,163 | 205.17 | 2,753 | 210.96 | ||||
| 2025-08-12 | 13F | 泰仁资本有限公司 | 900 | 222 | ||||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 36,178 | 16.57 | 8,761 | 40.32 | ||||
| 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 | 273,192 | 4.62 | 67,372 | 6.54 | ||||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 1,418 | 40.67 | 350 | 43.03 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,700 | 19.66 | 15,462 | 21.85 | ||||
| 2025-08-11 | 13F | 信托银行 | 9,918 | 5.19 | 2,446 | 7.10 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 8,340 | 88.09 | 2,057 | 91.61 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 1,319 | 65.70 | 321 | 60.00 | ||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 1,022 | 252 | ||||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 3,598 | 2.71 | 887 | 4.60 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 1,616 | 9.78 | 399 | 11.80 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 1,346 | 29.05 | 332 | 31.75 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 174,456 | 326.87 | 43,023 | 334.74 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 723 | 178 | ||||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 1 | 0 | ||||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 1,589 | 392 | ||||||
| 2025-08-15 | 13F | 肯辛顿投资顾问有限责任公司 | 26,018 | 2.97 | 6,416 | 4.87 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 55,933 | 2.32 | 13,794 | 4.19 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,182 | 4.60 | 296 | 20.82 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 5,154 | 4.46 | 1,292 | 20.75 | ||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 1,591 | 4.74 | 392 | 6.81 | ||||
| 2025-07-24 | 13F | 康宁公司 | 1,433 | 1.49 | 353 | 3.52 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 16,736 | 8.16 | 4,127 | 10.14 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 16,494 | 4.99 | 4,068 | 6.91 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 864 | 213 | ||||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 563,507 | 0.05 | 138,966 | 1.88 | ||||
| 2025-08-28 | NP | SAMT - STRATEGAS 宏观主题机会 ETF | 13,835 | 3,412 | ||||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 216 | 154.12 | 53 | 165.00 | ||||
| 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 | 712 | 46.20 | 176 | 49.57 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 1,204 | 15.22 | 297 | 17.00 | ||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 19,186 | 5.91 | 4,936 | 14.98 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 52,908 | 182.95 | 13 | 225.00 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 13 | 3 | ||||||
| 2025-08-13 | 13F | 德布洛集团公司 | 43,858 | 10,816 | ||||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 210,923 | 1.36 | 52,016 | 3.23 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 38,173 | 232.37 | 9,414 | 238.51 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 22,067 | 5,533 | ||||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 2,059 | 24.49 | 508 | 26.75 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 32,232 | 5.78 | 8 | 0.00 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 9,711 | 26.94 | 2,395 | 29.27 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 4,465 | 6.01 | 1,101 | 8.05 | ||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 659 | 4.60 | 163 | 6.58 | ||||
| 2025-07-23 | NP | RJMG - FT Raymond James 多元成长股票 ETF | 1,268 | 326 | ||||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | Short | -6,000 | 24 | |||||
| 2025-08-26 | NP | PNOPX - PUTNAM 可持续领袖基金 A 类股票 | 373,200 | 81.08 | 92,035 | 84.40 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 94,626 | 0.73 | 23 | 4.55 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续领导者基金 IA 类股票 | 53,600 | 80.47 | 13,218 | 83.79 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 960 | 232 | ||||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 1,258 | 0.08 | 310 | 1.97 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 10,481 | 1.18 | 2,585 | 3.03 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 2,391 | 37.18 | 590 | 68.29 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 12,935 | 48.80 | 3,190 | 51.50 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 20,244 | 4,992 | ||||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 693 | 51.97 | 168 | 89.77 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理全球买入-卖出机会基金 | 4,831 | 1,191 | ||||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 6,900 | 1,702 | |||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 8,634 | 1.41 | 2,129 | 3.30 | ||||
| 2025-04-25 | NP | VCULX - 成长基金 | 3,298 | 98.56 | 782 | 115.75 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 30,493 | 130.01 | 7,520 | 134.24 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 1,638 | 404 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 9,846 | 2.62 | 2,428 | 4.52 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 9,498 | 782.71 | 2,342 | 800.77 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 313 | 286.42 | 77 | 305.26 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 8,247 | 2.10 | 2,034 | 3.99 | ||||
| 2025-07-09 | NP | Putnam ETF 信托 - Putnam 可持续领导者 ETF - | 43,825 | 11,276 | ||||||
| 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 | |||||
| 2025-08-26 | NP | 机构投资策略基金 | 16 | 45.45 | 4 | 50.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 11,664 | 6.55 | 2,877 | 8.53 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 6,384 | 18.07 | 1,574 | 20.24 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 90 | 16.88 | 22 | 22.22 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 31,531 | 10.48 | 7,776 | 12.50 | ||||
| 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 | 203,458 | 2.49 | 52,348 | 11.26 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 1,093 | 5.00 | 270 | 6.75 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 305 | 75 | ||||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 7,315 | 1.11 | 1,804 | 2.91 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 30,778 | 3.29 | 7,590 | 5.18 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 187,417 | 2.47 | 46 | 4.55 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 23,545 | 5,806 | ||||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 6,796 | 1,676 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 1,762 | 18.18 | 435 | 20.22 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 35,019 | 8,636 | ||||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 2,797 | 701 | ||||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 19 | 5 | ||||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 1,623 | 8.42 | 397 | 9.39 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 49,650 | 6.49 | 12,244 | 8.46 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 598,762 | 26.45 | 147,661 | 28.77 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 132 | 0.76 | 0 | |||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 19,846 | 8.83 | 4,894 | 10.85 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 6,590 | 1,625 | ||||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,626,369 | 27.26 | 401,082 | 29.60 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 817 | 201 | ||||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 711 | 552.29 | 175 | 573.08 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 1,430 | 0 | ||||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 5,253 | 1,352 | ||||||
| 2025-05-15 | 13F | 瑞银奥康纳有限公司 | 88,200 | 11.93 | 21,359 | 34.73 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 55 | 71.88 | 14 | 85.71 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 18,324 | 7.79 | 4,715 | 17.00 | ||||
| 2025-08-15 | NP | LCAP——本金增值精选ETF | 2,485 | 55.70 | 613 | 58.55 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 662,030 | 7.07 | 163,263 | 9.04 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 14,984 | 7.07 | 3,855 | 16.25 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 3,895 | 961 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 2,067 | 510 | ||||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 8 | 300.00 | 2 | |||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 2,049 | 0.05 | 1 | |||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 4,558 | 354.44 | 1,124 | 364.46 | ||||
| 2025-08-28 | NP | FGIAX - Nuveen 全球基础设施基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,496 | 1.26 | 9,247 | 3.11 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 4,895 | 5.04 | 1,207 | 7.00 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 128 | 204.76 | 33 | 255.56 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,370 | 29.00 | 338 | 31.13 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 238,100 | 58,718 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 19,000 | 60.12 | 4,532 | 91.63 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 2,871 | 3.76 | 691 | 2.37 | ||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 1,295 | 8.55 | 320 | 10.76 | ||||
| 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 | 6,597 | 3.05 | 1,654 | 19.16 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 2,434 | 2.40 | 600 | 4.35 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 1,617 | 1.06 | 399 | 2.84 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 220 | 0.92 | 54 | 3.85 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 98 | 5.38 | 0 | |||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 34,300 | 8,459 | |||||
| 2025-08-13 | 13F | 莱德劳财富管理有限责任公司 | 884 | 218 | ||||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 9,951 | 3.98 | 2,454 | 5.91 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 17,500 | 65.09 | 4,316 | 68.16 | |||
| 2025-07-24 | 13F | IFP 顾问公司 | 2,264 | 33.57 | 663 | 58.99 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 9,969 | 2,458 | ||||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 4,907 | 0.72 | 1,210 | 2.63 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 2,624 | 260.94 | 647 | 267.61 | ||||
| 2025-08-01 | 13F | 信托投资顾问 | 1,132 | 279 | ||||||
| 2025-07-09 | NP | 普特南 ETF 信托 - 普特南可持续未来 ETF - | 24,196 | 6,225 | ||||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 193,009 | 1.70 | 47,598 | 3.57 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 1,120 | 274 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 2,022 | 1.97 | 490 | 22.86 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 1,230 | 27.86 | 303 | 30.60 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 21,000 | 50.00 | 5,132 | 53.67 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 11,400 | 70.15 | 2,786 | 74.28 | |||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 6,524,612 | 1.72 | 1,609,035 | 3.59 | ||||
| 2025-07-29 | 13F | 美国精神管理公司/纽约 | 1,000 | 33.33 | 247 | 35.91 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 1,961 | 70.52 | 492 | 97.19 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 11,279 | 2,782 | ||||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 1,621 | 0.75 | 400 | 2.57 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 160,118 | 1.92 | 39,487 | 3.79 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 12,439 | 3.07 | 3,068 | 4.96 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 10,845 | 17.97 | 2,674 | 20.13 | ||||
| 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 | 103,183 | 0.84 | 25,446 | 2.69 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 1,257 | 6.62 | 310 | 8.42 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 8,642 | 18.01 | 2,131 | 20.19 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 56,331 | 7.46 | 14,125 | 24.24 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 1,251 | 2.79 | 309 | 4.76 | ||||
| 2025-06-24 | NP | PMVAX - 普特南可持续未来基金 A 类股票 | 23,800 | 5,968 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 1,660,321 | 1.81 | 409,452 | 3.68 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 1,278,672 | 26.70 | 303,971 | 21.26 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 6,217 | 4.88 | 1,533 | 6.83 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 54,121 | 3.12 | 13 | 8.33 | ||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 1,157 | 27.14 | 285 | 29.55 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 5,129 | 1,265 | ||||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 850 | 1,187.88 | 208 | 1,193.75 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 500 | 121 | ||||||
| 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 | 4,554 | 123.56 | 1,142 | 158.73 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 46 | 91.67 | 11 | 120.00 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 35,735 | 3.75 | 8,813 | 5.65 | ||||
| 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 | 376,144 | 0.34 | 96,778 | 8.92 | ||||
| 2025-08-14 | 13F | 加洛合伙公司 | 31,009 | 77.59 | 7,647 | 80.87 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 13,549 | 376.24 | 3,341 | 385.61 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 428,278 | 22.77 | 105,618 | 25.02 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 28,413 | 61.09 | 7,007 | 64.04 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 3,241 | 16.42 | 813 | 34.66 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 1,391 | 343 | ||||||
| 2025-07-16 | 13F | 独立财富网络公司 | 923 | 1.10 | 228 | 2.71 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 39,999 | 871.79 | 9,864 | 890.36 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 32,648 | 71.28 | 8,159 | 76.43 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 1,678 | 5.53 | 414 | 7.27 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 4,821,387 | 3.08 | 1,187,328 | 4.88 | ||||
| 2025-08-14 | 13F | 合伙人资本投资集团有限责任公司 | 1,681 | 4.47 | 415 | 6.43 | ||||
| 2025-08-06 | 13F | 南州公司 | 26,584 | 2.25 | 6,556 | 4.13 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 3,132 | 2,346.88 | 772 | 2,473.33 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 8,500 | 325.00 | 2,096 | 333.06 | |||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 5,304 | 11.66 | 1,365 | 21.24 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 18,252 | 4.75 | 4,696 | 13.73 | ||||
| 2025-03-28 | NP | USISX - 收益股票基金份额 | 29,643 | 6,429 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 12,200 | 159.57 | 3,009 | 164.32 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 12,887 | 2.16 | 3,178 | 4.06 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 15,900 | 137.31 | 3,921 | 141.74 | |||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 5,900 | 1.25 | 1,455 | 3.12 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 315 | 0.32 | 78 | 1.32 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,099 | 7.87 | 797 | 17.21 | ||||
| 2025-08-14 | 13F | 安盛公司 | 622,500 | 3.48 | 153,515 | 5.38 | ||||
| 2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 16,551 | 1.71 | 4,258 | 10.40 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 113,745 | 2.50 | 28,051 | 4.38 | ||||
| 2025-06-26 | NP | TADAX - 泛美美国增长 A | 62,092 | 15,570 | ||||||
| 2025-08-08 | 13F | 凯恩投资管理有限公司 | 3,241 | 0.50 | 799 | 2.44 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 133 | 33 | ||||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 17,200 | 40.98 | 4 | 100.00 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 1,994 | 3.16 | 492 | 4.91 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 886 | 4.48 | 218 | 6.34 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 1,452 | 358 | ||||||
| 2025-07-18 | 13F | 美国金融组合公司 | 4,885 | 107.61 | 1,205 | 111.60 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 237,595 | 3.27 | 58,593 | 5.17 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 131 | 7.38 | 34 | 17.86 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 7,421 | 24.22 | 1,830 | 26.56 | ||||
| 2025-08-28 | NP | VETAX - 胜利梧桐成立价值基金 A 类 | 583,000 | 3.19 | 143,774 | 5.08 | ||||
| 2025-08-13 | 13F | 第1832章 | 340,666 | 30.16 | 84,012 | 32.56 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 18 | 38.46 | 4 | 33.33 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 9,947 | 596.08 | 2 | |||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 17 | 4 | ||||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 48,400 | 92.06 | 11,936 | 95.59 | ||||
| 2025-08-14 | 13F | 采石场LP | 1,249 | 200.24 | 308 | 208.00 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 2,863 | 31.15 | 706 | 33.71 | ||||
| 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 | 4,773 | 1.79 | 1,197 | 17.72 | ||||
| 2025-06-27 | NP | ITYAX - 景顺科技基金A类 | 61,095 | 15,320 | ||||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 18 | 5 | ||||||
| 2025-08-12 | 13F | 国家信托银行 | 832 | 13.66 | 205 | 15.82 | ||||
| 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 | 8 | 14.29 | 2 | 100.00 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 1,300 | 321 | ||||||
| 2025-07-28 | NP | MID - 美国世纪中盘成长影响ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,732 | 33.20 | 2,761 | 44.63 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 8,101 | 2.58 | 1,998 | 4.45 | ||||
| 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 | 70,020 | 2.46 | 17,558 | 18.46 | ||||
| 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 | 611 | 20.51 | 153 | 40.37 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 23,003 | 0.93 | 5,673 | 2.77 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 536 | 0 | ||||||
| 2025-07-16 | 13F | 伊斯托弗投资顾问有限责任公司 | 32,894 | 0.32 | 8,112 | 2.15 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 1,533 | 3.30 | 378 | 5.01 | ||||
| 2025-05-28 | NP | 规则 - 自适应核心 ETF | 1,998 | 484 | ||||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 2,765 | 0.73 | 682 | 2.56 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 63,682 | 28.18 | 15,705 | 30.53 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 3,925 | 54.83 | 968 | 57.75 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 1,512 | 0.27 | 373 | 2.19 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 910 | 14.04 | 224 | 16.06 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 92,800 | 165.14 | 22,885 | 170.03 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 432 | 106.70 | 108 | 140.00 | ||||
| 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 | 209 | 16.76 | 52 | 36.84 | ||||
| 2025-07-08 | 13F | 米拉博与Cie SA | 6,980 | 1,721 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 4,546 | 1,121 | ||||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 65,692 | 0.32 | 16,200 | 2.16 | ||||
| 2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 40,373 | 0.23 | 10,124 | 15.89 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 989 | 8.21 | 248 | 24.75 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 20,000 | 21.21 | 4,932 | 23.45 | |||
| 2025-08-14 | 13F | Xponance公司 | 36,642 | 14.37 | 9,036 | 16.47 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 46,135 | 33.30 | 11,377 | 35.76 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 11,865 | 50.36 | 2,926 | 53.19 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 68,393 | 0.75 | 16,866 | 2.60 | ||||
| 2025-08-13 | 13F | RWC 资产管理有限公司 | 2,407 | 594 | ||||||
| 2025-05-27 | NP | RNEW - VanEck 绿色基础设施 ETF | 469 | 0.21 | 114 | 20.21 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 88,943 | 0.38 | 21,934 | 2.22 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 13,835 | 3.08 | 3,412 | 4.95 | ||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 88,715 | 4.77 | 22,825 | 13.73 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 1,249 | 3.82 | 308 | 5.84 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 8,024 | 9.84 | 1,979 | 11.88 | ||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 3,410 | 0.24 | 841 | 2.07 | ||||
| 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 | 12 | 20.00 | 3 | 50.00 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 816 | 0.25 | 201 | 2.03 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 3,926 | 0.13 | 968 | 2.00 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 112,887 | 8.96 | 27,839 | 10.96 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 16,499 | 164.92 | 4,069 | 174.01 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 120 | 30 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,356 | 7.04 | 581 | 9.21 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 14,032 | 3,460 | ||||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,912 | 4,117.46 | 4,241 | 4,830.23 | ||||
| 2025-08-08 | 13F | 创意策划 | 55,247 | 23.29 | 13,624 | 25.56 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 852 | 210 | ||||||
| 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 | 15,242 | 2.56 | 3,922 | 11.33 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 15,368 | 14.76 | 3,790 | 16.84 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 6,850 | 0.13 | 1,689 | 1.99 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 322,044 | 264.94 | 79,419 | 271.66 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 10,093 | 0.26 | 2,489 | 2.13 | ||||
| 2025-06-27 | NP | FMTM - MarketDesk 聚焦美国动量 ETF | 1,953 | 490 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 6,400 | 1,578 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 3,300 | 814 | |||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 20,903 | 64.44 | 5,155 | 67.45 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 2,024 | 4.60 | 499 | 6.62 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 9,117 | 2,248 | ||||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 936 | 7.46 | 231 | 9.52 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 45 | 11 | ||||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 254,540 | 7.28 | 62,772 | 9.26 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 6,321 | 1,559 | ||||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 1,720 | 8.24 | 424 | 10.42 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 520 | 7.22 | 128 | 9.40 | ||||
| 2025-08-12 | 13F | Oak Associates Ltd /哦/ | 3,048 | 31.21 | 752 | 33.63 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 31,699 | 5.91 | 7,817 | 7.87 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 9,695 | 2,431 | ||||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 13,371 | 3.01 | 2,560 | 19.58 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 资本增值基金系列 II | 24,410 | 53.86 | 6,020 | 56.70 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 877 | 68.01 | 216 | 71.43 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 64 | 3.23 | 16 | 0.00 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 7,199 | 11.20 | 1,775 | 13.27 | ||||
| 2025-07-23 | 13F | Elm3 金融集团有限责任公司 | 952 | 235 | ||||||
| 2025-08-05 | 13F | 西格玛规划公司 | 8,000 | 16.65 | 1,973 | 18.80 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 890 | 220 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 679 | 10.23 | 167 | 12.08 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 2,189 | 812.08 | 540 | 829.31 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 34,652 | 6.13 | 8,546 | 8.08 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 1,749 | 431 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 7,985 | 0.36 | 1,969 | 2.23 | ||||
| 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 | 52,584 | 2.04 | 13,185 | 17.99 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 16,976 | 55.44 | 4,186 | 58.32 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 5,006 | 9.16 | 1,255 | 26.26 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 19 | 58.33 | 5 | 100.00 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 24,616 | 49.39 | 6,071 | 52.13 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 4,793 | 3.59 | 1,182 | 5.54 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 895 | 221 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 7,259 | 7.06 | 1,868 | 16.25 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 127,685 | 2.40 | 32,852 | 11.16 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 3,726 | 919 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 4,502 | 25.30 | 1,110 | 27.59 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 948 | 234 | ||||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 1,421 | 39.59 | 350 | 42.28 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 3,452 | 0.06 | 845 | 1.08 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 32 | 8 | ||||||
| 2025-06-26 | NP | TGWRX - 泛美大型增长 R | 3,782 | 948 | ||||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 29,538 | 7 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 5,184 | 2.71 | 1,278 | 4.58 | ||||
| 2025-05-27 | NP | USSE - Segall Bryant & Hamill 精选股票 ETF | 35,955 | 8,707 | ||||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 57,824 | 7.99 | 14,499 | 24.86 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 2,264 | 558 | ||||||
| 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 | 450,165 | 0.50 | 112,879 | 16.20 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 7,902 | 78.46 | 1,949 | 81.72 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 253,718 | 26.32 | 63 | 29.17 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 51,614 | 2.67 | 12,728 | 4.56 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 42,063 | 1.80 | 10,373 | 3.67 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 820 | 202 | ||||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 115 | 1.77 | 28 | 3.70 | ||||
| 2025-08-13 | 13F | 智能财富有限责任公司 | 1,527 | 376 | ||||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 1,799,968 | 1.10 | 443,890 | 2.96 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 237,405 | 1.92 | 58,546 | 3.80 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,224 | 4.62 | 315 | 13.36 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 29,100 | 24,561.02 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 73,209 | 44.54 | 18,054 | 47.20 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 42,517 | 1.27 | 10,485 | 3.14 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 295 | 73 | ||||||
| 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 | 4,499 | 6.21 | 1,109 | 8.20 | ||||
| 2025-07-23 | 13F | 德雷克联合有限责任公司 | 10,588 | 2,611 | ||||||
| 2025-08-08 | 13F | Lgt 资本合伙有限公司 | 75,900 | 28.86 | 18,718 | 31.23 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 775 | 9.46 | 191 | 11.70 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 536 | 2.29 | 132 | 4.76 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 150,274 | 31.16 | 37 | 37.04 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 277,666 | 315.29 | 71,441 | 350.81 | ||||
| 2025-05-30 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 3,563 | 22.36 | 863 | 47.35 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 65,747 | 0.57 | 16,214 | 2.42 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 17,755 | 3.08 | 4,379 | 4.99 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 201,463 | 14.80 | 42,325 | 7.58 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 3,609 | 1 | ||||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 943 | 22.95 | 233 | 25.41 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 5,864 | 2.45 | 1,446 | 4.33 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 1,689 | 1.81 | 417 | 3.74 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 43,100 | 10,629 | ||||||
| 2025-07-29 | NP | BIBL - Inspire 100 ETF | 27,396 | 4.43 | 7,049 | 13.35 | ||||
| 2025-03-28 | NP | USGRX - 增长与收益基金份额 | 11,376 | 2,467 | ||||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 181,354 | 1.44 | 44,724 | 3.30 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 908 | 4.97 | 224 | 6.70 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 3,877 | 252.45 | 972 | 308.40 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 5,972 | 22.15 | 1,497 | 41.23 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 73 | 4.29 | 18 | 12.50 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 19,980 | 2.55 | 4,927 | 4.43 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 1,219 | 42.41 | 301 | 44.93 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 8,213 | 2,025 | ||||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 883 | 218 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 27,218 | 1.65 | 6,825 | 17.53 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,054 | 661.60 | 766 | 665.00 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 9,771 | 0.57 | 2,410 | 2.42 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 5,331 | 4.57 | 1,337 | 20.90 | ||||
| 2025-06-30 | NP | AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级 | 59,659 | 14,959 | ||||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 1,104 | 0.18 | 272 | 2.26 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 20 | 17.65 | 5 | 0.00 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 2,149 | 25.67 | 530 | 27.78 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理中型价值基金 I 类 | 10,375 | 1.72 | 2,559 | 3.56 | ||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 2,387 | 2.05 | 589 | 3.89 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 6 | 20.00 | 0 | |||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 90,320 | 6.54 | 22,274 | 8.50 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 29,756 | 5.20 | 7,461 | 21.63 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 12,494 | 6.41 | 3,081 | 8.37 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 3,076 | 144.90 | 1 | |||||
| 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 | 11 | 3 | ||||||
| 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 | 25,007 | 8.08 | 6,434 | 17.32 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 648 | 4.18 | 160 | 6.00 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 26,212 | 3.92 | 6,464 | 5.83 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 754 | 10.72 | 186 | 12.80 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 1,258 | 291.90 | 273 | 331.75 | ||||
| 2025-06-26 | NP | FUIIX - 富达电信和公用事业基金 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 | 60,400 | 15,145 | ||||||
| 2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 4,862 | 92.71 | 1,199 | 96.24 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 33,880 | 24.37 | 8,355 | 26.67 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 1,120 | 33.49 | 276 | 35.96 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 162,885 | 6.69 | 40,169 | 8.66 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 139,063 | 278.55 | 34,294 | 285.54 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,424 | 89.97 | 598 | 93.83 | ||||
| 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 | 72,389 | 20.47 | 17,852 | 22.68 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 1,558 | 3.32 | 384 | 5.21 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 15,992 | 3,944 | ||||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 8,789 | 2,128 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 5,500 | 1,356 | |||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 110,932 | 7.80 | 26,863 | 29.76 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 2,390 | 589 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 7,118 | 438.43 | 1,755 | 448.44 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 2,015,958 | 14.33 | 497,155 | 16.43 | ||||
| 2025-06-27 | NP | TWHIX - 传统基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 452,467 | 6.37 | 113,456 | 22.99 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 1,302 | 1.80 | 0 | |||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 5,185 | 1,279 | ||||||
| 2025-08-05 | 13F | 西区投资管理公司 | 86 | 21 | ||||||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 128 | 4.07 | 33 | 10.34 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 15,550 | 18.18 | 3,835 | 20.34 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 7,625 | 1,880 | ||||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 87,638 | 2.54 | 21,612 | 4.42 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 61,878 | 3.03 | 15,260 | 4.92 | ||||
| 2025-04-01 | NP | PWB - Invesco 动态大盘成长 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 | 65,749 | 5.84 | 14,259 | 15.93 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 82,283 | 19.14 | 20,290 | 21.32 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 82,000 | 0.99 | 20 | 5.26 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 99,052 | 0.11 | 24,427 | 1.95 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 216 | 15.51 | 56 | 25.00 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,561,003 | 0.46 | 658,920 | 9.05 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 2,805 | 831.89 | 692 | 859.72 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 123 | 68.49 | 30 | 76.47 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 9,998 | 0.25 | 2,466 | 2.07 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 4,388 | 0.16 | 1,076 | 0.19 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 216,737 | 177.31 | 53,450 | 182.41 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 73 | 18 | ||||||
| 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 | 279,132 | 11.44 | 68,837 | 13.49 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,709 | 7.03 | 679 | 23.91 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 36,734 | 133.62 | 9 | 200.00 | ||||
| 2025-07-07 | 13F | 福克斯希尔财富管理 | 1,232 | 22.71 | 304 | 24.69 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 86,442 | 0.04 | 21,675 | 15.67 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 1,639 | 35.34 | 394 | 34.47 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 13,697 | 3,378 | ||||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 167 | 21.01 | 41 | 24.24 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 1,400 | 133.33 | 345 | 137.93 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 60 | 7.14 | 15 | 0.00 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 5,599 | 88.14 | 1,381 | 91.67 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 5,308 | 1,309 | ||||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 2,499 | 616 | ||||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 3,389 | 1.68 | 872 | 10.39 | ||||
| 2025-08-12 | 13F | 牧羊人财富管理有限公司责任有限公司 | 1,700 | 402 | ||||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 7,722 | 6.13 | 1,904 | 8.12 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 487,311 | 6.93 | 120,176 | 8.89 | ||||
| 2025-07-18 | 13F | Generali Investments CEE，一家投资公司， | 6,410 | 57.88 | 1,581 | 60.73 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 633,564 | 56.48 | 156 | 59.18 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 1,539 | 1.25 | 380 | 2.99 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 14,800 | 640.00 | 3,650 | 653.93 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 477 | 0.63 | 118 | 2.63 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 10,207 | 2.10 | 2,517 | 4.01 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 52,537 | 12,956 | ||||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 6,569 | 33.25 | 1,515 | 26.99 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 221,720 | 9.43 | 54,678 | 11.44 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -3,102 | -31.75 | -765 | -30.55 | |||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 357 | 147.92 | 88 | 158.82 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 5,085 | 1.21 | 1,275 | 17.08 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 1,164,656 | 113.03 | 287,670 | 117.43 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 199,652 | 2.27 | 49,172 | 4.17 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 341 | 84 | ||||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 2,619 | 0.77 | 646 | 2.54 | ||||
| 2025-08-27 | NP | TACLX - Touchstone 大盘基金 A 类 | 47,070 | 0.31 | 11,608 | 2.15 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 72 | 18 | ||||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 895 | 221 | ||||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 410 | 67.35 | 101 | 71.19 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 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 | 317,700 | 81,741 | ||||||
| 2025-08-22 | NP | FMAGX - 富达麦哲伦基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,710,500 | 421,826 | ||||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 6,819 | 0.07 | 1,682 | 1.88 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 4,167 | 6.74 | 1,028 | 8.68 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 8,120 | 2,002 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 1,723 | 19.90 | 425 | 22.19 | ||||
| 2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 3,069 | 1.45 | 757 | 3.42 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 18,654 | 127.57 | 4,799 | 147.12 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 30,964 | 0.02 | 7,636 | 1.87 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 97,552 | 0.50 | 24,057 | 2.35 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Victory Sycamore 中盘价值投资组合 A 类 | 29,000 | 2.47 | 7,152 | 4.35 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 1,722 | 33.70 | 444 | 42.77 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 48,517 | 18.49 | 11,965 | 20.67 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 12,110 | 2,986 | ||||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 108,759 | 0.77 | 27,983 | 9.38 | ||||
| 2025-08-29 | NP | SOIUX - 美国精神公用事业基金机构股票 | 1,000 | 33.33 | 247 | 35.91 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 2,556 | 38.84 | 630 | 41.57 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 21,756 | 3.16 | 5 | 0.00 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 14,435 | 5.87 | 3,714 | 14.92 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 177 | 2.91 | 0 | |||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 17,658 | 1.64 | 4,355 | 3.49 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 430 | 106 | ||||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 中小盘核心 VIP 基金 | 13,506 | 8.21 | 3,331 | 10.19 | ||||
| 2025-07-29 | NP | FCUS - Pinnacle Focused Opportunities ETF | 2,505 | 645 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 100 | 25 | |||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 3,701 | 7.46 | 913 | 9.48 | ||||
| 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 | 102,734 | 0.97 | 26,432 | 9.60 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,585 | 3,238 | ||||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 17,480 | 4,311 | ||||||
| 2025-08-14 | 13F | 多伦多道明银行 | 171,929 | 16.76 | 42,400 | 18.91 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 4,444 | 8.18 | 1,096 | 10.16 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 29,562 | 3.15 | 7,290 | 5.06 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 7,458 | 2.01 | 1,839 | 3.90 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 444,791 | 3.85 | 109,690 | -3.21 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 3,227 | 796 | ||||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 27,708 | 17.77 | 6,833 | 19.94 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 633 | 90.66 | 156 | 95.00 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 1,458,550 | 5.54 | 359,695 | 7.48 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 综合研究 VIP 基金 | 6,099 | 1,504 | ||||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 2,451 | 7.93 | 604 | 10.02 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 110,397 | 8.90 | 28,404 | 18.22 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 1,031 | 1.48 | 254 | 3.25 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 37,070 | 2.66 | 9 | 12.50 | ||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 5,500 | 117.99 | 1,356 | 122.30 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 17 | 13.33 | 4 | 33.33 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 479 | 57.05 | 118 | 61.64 | ||||
| 2025-08-14 | 13F | 道富银行 | 9,531,078 | 0.13 | 2,350,459 | 1.97 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 19,063 | 6.30 | 4,701 | 8.27 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 24,236 | 24.50 | 5,977 | 26.80 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 11,643 | 68.40 | 2,871 | 71.51 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 450 | 111 | ||||||
| 2025-08-04 | 13F | 尖峰财富管理 | 8,157 | 5.31 | 2,012 | 7.25 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 1,243 | 15.74 | 307 | 17.69 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 4,808 | 8.63 | 1,186 | 10.64 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 7,506 | 3.55 | 1,840 | 4.25 | ||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 1,003 | 247 | ||||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 13,781 | 66.94 | 3,546 | 81.24 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 44,598 | 10,998 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 17,768 | 4.42 | 4,455 | 20.73 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 14,149 | 6.35 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 26,840 | 0.17 | 6,619 | 2.02 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 1,109 | 274 | ||||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 943 | 24.57 | 233 | 26.78 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 21,131 | 0.38 | 5,299 | 16.06 | ||||
| 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 | 60,845 | 0.17 | 15,257 | 15.81 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 685,448 | 174.58 | 169,038 | 179.63 | ||||
| 2025-08-28 | NP | WBIL - WBI BullBear Quality 3000 ETF | 1,254 | 309 | ||||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 10,819 | 7.53 | 2,668 | 9.52 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 598 | 147 | ||||||
| 2025-08-07 | 13F | 毕马威资本有限责任公司 | 15,851 | 2.99 | 3,909 | 4.88 | ||||
| 2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Put | 36,200 | 8,927 | |||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 1,303 | 54.75 | 322 | 57.35 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 872 | 0 | ||||||
| 2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | 36,200 | 8,927 | ||||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 22,212 | 492.79 | 5,465 | 503.76 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 65,856 | 0.36 | 16,241 | 2.20 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 2,353 | 22.30 | 563 | 21.08 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 30,054 | 216.36 | 7,412 | 222.22 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 846 | 0.83 | 209 | 2.46 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 153 | 39 | ||||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 525 | 75.00 | 135 | 90.14 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 1,000 | 247 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 262,000 | 0.59 | 64,612 | 2.44 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 1,679 | 60.67 | 414 | 63.64 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 108,858 | 0.24 | 26,845 | 2.08 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 1,560 | 2.97 | 385 | 4.92 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 1,175 | 2.80 | 290 | 4.71 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 17,553 | 23.18 | 4,329 | 25.45 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 184,152 | 0.64 | 45,414 | 2.49 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 750 | 185 | ||||||
| 2025-04-28 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 3,794 | 4.46 | 899 | 13.51 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 1,900 | 469 | |||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 77,962 | 21.00 | 19,226 | 23.22 | ||||
| 2025-08-07 | 13F | 商业银行 | 239,982 | 3.95 | 59,182 | 5.86 | ||||
| 2025-07-22 | 13F | 亨特帕金斯资本管理有限责任公司 | 5,665 | 0.27 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 1,250 | 308 | ||||||
| 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 | 19,801 | 2.01 | 4,883 | 3.89 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 71 | 195.83 | 18 | 240.00 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 17,693 | 2.96 | 4,363 | 4.85 | ||||
| 2025-08-11 | 13F | 斯通里奇投资合伙公司 | 2,358 | 1 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 14,147 | 72.00 | 3,489 | 75.19 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 442 | 0.23 | 109 | 2.83 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 4,304 | 6.51 | 1,061 | 8.49 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 1,555 | 204 | ||||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 57 | 14 | ||||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 2,735 | 14.44 | 674 | 16.61 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 11,500 | 618.75 | 2,836 | 632.82 | |||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,073 | 6.77 | 265 | 8.64 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 192,399 | 6,313.30 | 47,448 | 6,435.40 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 31,300 | 20.38 | 7,719 | 22.59 | |||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 268 | 339.34 | 66 | 371.43 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 37,200 | 9,174 | ||||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 6,155 | 4.93 | 1,518 | 6.83 | ||||
| 2025-08-14 | 13F | 阿穆森亨萨克联合有限责任公司 | 1,616 | 399 | ||||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 1,351 | 0.30 | 333 | 2.15 | ||||
| 2025-08-12 | 13F | 种子投资者有限责任公司 | 2,447 | 22.04 | 604 | 24.33 | ||||
| 2025-05-29 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 5,087 | 1,232 | ||||||
| 2025-07-03 | 13F | 加德资本公司 | 250 | 62 | ||||||
| 2025-08-12 | 13F | 福国相互人寿保险公司 | 877 | 216 | ||||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 6,858 | 1,691 | ||||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 1,536 | 12,700.00 | 367 | 18,250.00 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 4,296 | 2.95 | 1,059 | 4.85 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 7,915 | 1.33 | 1,952 | 2.52 | ||||
| 2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 3,939 | 0.25 | 971 | 2.10 | ||||
| 2025-07-30 | 13F | 昌盛金融集团有限公司 | 4,913 | 31.29 | 1,211 | 33.66 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 2,122 | 0.05 | 523 | 1.95 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 305 | 17.76 | 75 | 20.97 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 7,773 | 198.50 | 1,949 | 285.18 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,180 | 8.26 | 291 | 10.27 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -62 | 6.90 | -15 | 7.14 | |||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | 20,052 | 4,945 | ||||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 34,251 | 3.24 | 8,812 | 12.07 | ||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 70,947 | 6.77 | 17,496 | 8.73 | ||||
| 2025-08-13 | 13F | 瑞奇财富管理有限公司 | 25,921 | 2.52 | 6,392 | 4.41 | ||||
| 2025-07-23 | 13F | 莫雷与奎因财富合伙人有限责任公司 | 814 | 201 | ||||||
| 2025-07-28 | NP | AIM COUNSELOR系列信托（INVESCO COUNSELOR系列信托）-景顺奥本海默资本增值基金A级 | 219,384 | 56,445 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 2,179 | 1.87 | 546 | 17.93 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 64,570 | 12.83 | 15,924 | 15.61 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 220,731 | 63.46 | 54,435 | 66.46 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 772,779 | 4.99 | 188,952 | 6.55 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 87 | 8.75 | 21 | 10.53 | ||||
| 2025-07-31 | 13F | 传家宝财富管理 | 84,366 | 0.49 | 20,805 | 2.34 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 933,349 | 1.01 | 230,173 | 2.87 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 254 | 10.92 | 63 | 12.73 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 2,133 | 7,010.00 | 526 | 7,414.29 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 265 | 65 | ||||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 8,071 | 14.35 | 2,077 | 24.16 | ||||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | Put | 20,000 | 4,932 | |||||
| 2025-08-14 | 13F | 西永资本有限公司 | 2,994 | 1.53 | 738 | 3.36 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 308 | 26.75 | 77 | 48.08 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 3,416 | 2.09 | 842 | 3.95 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 1,546 | 0.26 | 381 | 2.14 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 2,080 | 86.71 | 513 | 90.33 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 1,007 | 248 | ||||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 10,858 | 116.12 | 2,653 | 121.45 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,563 | 32.35 | 386 | 62.45 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 214 | 41.72 | 53 | 44.44 | ||||
| 2025-07-08 | 13F | 化学财富管理有限责任公司 | 1,469 | 7.30 | 362 | 9.37 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 4,727 | 1,216 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 10,340 | 15.04 | 2,660 | 24.88 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 5,262 | 1,298 | ||||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 54,073 | 2.17 | 13,332 | 3.96 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 3,944 | 3.65 | 973 | 5.54 | ||||
| 2025-06-23 | NP | IDU - iShares 美国公用事业 ETF | 207,763 | 10.54 | 52,097 | 27.81 | ||||
| 2025-06-27 | NP | PRN - Invesco DWA 工业动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,338 | 6.52 | 9,864 | 34.90 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 2,290 | 35.34 | 574 | 56.83 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 860 | 18.78 | 212 | 21.14 | ||||
| 2025-08-05 | 13F | VGI 合作伙伴有限公司 | 1,013 | 250 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 256 | 63 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 115,466 | 119.20 | 28,475 | 123.23 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 41,766 | 10,300 | ||||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 10 | 66.67 | 2 | 100.00 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 4,279 | 85.56 | 1,055 | 91.12 | ||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 19,613 | 4.69 | 4,837 | 6.61 | ||||
| 2025-08-26 | NP | SCSAX - 富国银行 A 类普通股基金 | 39,698 | 2.84 | 9,790 | 4.72 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,223 | 14.20 | 3,402 | 23.98 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 2,347 | 7.17 | 579 | 8.44 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 126 | 32 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 405,904 | 2.73 | 100,100 | 4.62 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 1,200 | 296 | |||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 1,200 | 296 | |||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 433 | 13.95 | 109 | 31.71 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 4,595 | 32.84 | 1,133 | 35.36 | ||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 946 | 229 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -56 | -14 | |||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 8,749 | 5.57 | 2,158 | 6.99 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 185,108 | 3.98 | 46,416 | 20.23 | ||||
| 2025-08-14 | 13F | 决议资本有限公司 | 4,801 | 31.79 | 1,184 | 34.13 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 1,756 | 11.14 | 433 | 13.09 | ||||
| 2025-08-07 | 13F | 荷宝瑞士股份公司 | 99,130 | 21.82 | 24,446 | 24.05 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 18,062 | 47.19 | 4,454 | 49.92 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 4,184 | 0.14 | 1,032 | 1.98 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 13,662 | 18.50 | 3,426 | 37.00 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 29,690 | 3.64 | 7,322 | 5.55 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 11 | 120.00 | 3 | 100.00 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 149,069 | 194.75 | 36,762 | 200.16 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 41,234 | 9.16 | 10,169 | 11.16 | ||||
| 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 | 36,512 | 2.00 | 9,004 | 3.88 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 1,254 | 309 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 4,769 | 7.19 | 1,176 | 9.10 |
