机构和基金投资人持股 - 买家
在传迪格姆集团公司中开设新头寸的主要持有者包括 沃恩·尼尔森投资管理有限公司, Praesidium 投资管理有限公司, Jnl 系列信托 - Jnl/t。 Rowe Price 设立成长基金 (a), 艾斯勒资本管理有限公司, 索罗班资本合伙公司, 太平洋精选基金 - 中型成长投资组合 I 类, VNSAX - Vaughan Nelson Select 基金 A 类, 交响金融有限公司, CLCEX - 多经理大盘成长策略基金机构类, Brighthouse Funds Trust II - T.Rowe 定价大盘成长投资组合 A 类, ASR资产管理公司, IGEAX - VY(R) T. Rowe 价格增长股票投资组合类别 ADV, 瑞穗证券美国有限公司, Threadgill 金融有限公司, Ilex Capital Partners (英国) LLP, Glenmede投资管理有限公司, 范德比尔特大学, BCUS - Bancreek 美国大盘股 ETF, 法国集团, 和 莫内科顾问有限责任公司 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 900 | 28.57 | 1,369 | 41.32 | |||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 1,982 | 7.08 | 2,910 | 15.02 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 138 | 210 | ||||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 427 | 9.49 | 649 | 20.22 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 1,000 | 150.00 | 1,521 | 174.86 | |||
| 2025-07-23 | 13F | 公平信托公司 | 6,371 | 8.22 | 9,688 | 18.96 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 500 | 760 | |||||
| 2025-07-11 | 13F | 谢尔顿财富管理有限公司 | 958 | 1,457 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 93,163 | 4.64 | 141,667 | 15.03 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 45,433 | 756.26 | 69,087 | 841.37 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 110 | 1.85 | 155 | 6.16 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 10,226 | 15,550 | ||||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 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 | 29,774 | 11.17 | 43,721 | 19.40 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 2,121 | 0.71 | 3,226 | 10.74 | ||||
| 2025-08-29 | NP | GRW-TCW 复合股 ETF | 8,719 | 1.49 | 14,024 | 15.53 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 8,567 | 12.06 | 13,027 | 23.19 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 2,541 | 18.41 | 3,591 | 23.62 | ||||
| 2025-07-21 | 13F | 范德比尔特大学 | 2,334 | 3,549 | ||||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 2 | 100.00 | 3 | 200.00 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 203 | 3.57 | 309 | 13.65 | ||||
| 2025-08-25 | NP | 美国基金保险系列-全球平衡基金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 | 480 | 730 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 5,180 | 2.68 | 7,877 | 12.87 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 35,591 | 5.46 | 50,293 | 10.12 | ||||
| 2025-08-26 | NP | MADE - iShares 美国制造业 ETF | 209 | 54.81 | 318 | 70.43 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 4,888 | 1.94 | 7,433 | 12.06 | ||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 86,541 | 6.95 | 127,079 | 14.87 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 10 | 11.11 | 0 | |||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 38,474 | 26.42 | 58,505 | 38.98 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 1 | 2 | ||||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 7,287 | 24.99 | 11 | 37.50 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 590 | 18.24 | 897 | 30.00 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 67 | 15.52 | 102 | 26.25 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 12 | 9.09 | 18 | 20.00 | ||||
| 2025-08-26 | NP | QCGRRX - R1 级增长账户 | 79,936 | 121,554 | ||||||
| 2025-08-26 | NP | IAMOX - Voya 中型股机会投资组合 ADV 级 | 6,748 | 10.12 | 10,261 | 21.06 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 13,170 | 61.73 | 20,027 | 77.79 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 3,970,528 | 1.04 | 6,037,743 | 11.08 | ||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 3 | 4 | ||||||
| 2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 1,339 | 1,892 | ||||||
| 2025-08-14 | 13F | 西永资本有限公司 | 507 | 9.27 | 771 | 20.12 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 1,408 | 74.47 | 2,141 | 91.85 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 22,329 | 11.74 | 33,954 | 22.83 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 2,011 | 12.10 | 3,015 | 22.02 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 139 | 17.80 | 211 | 29.45 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 5 | 7 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 18,249 | 5.01 | 27,690 | 15.27 | ||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 662,359 | 13.37 | 972,628 | 21.76 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 12 | 18 | ||||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 23,051 | 31.35 | 35,052 | 44.40 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 2 | 100.00 | 3 | 200.00 | ||||
| 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 | 209,162 | 0.02 | 318,060 | 9.95 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 271 | 7.97 | 414 | 18.68 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 2,584 | 11.19 | 3,929 | 22.25 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 238 | 19.00 | 362 | 30.80 | ||||
| 2025-08-26 | NP | JPIVX - 摩根大通无畏价值基金 I 类 | 564 | 12.57 | 858 | 23.67 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 69,056 | 0.60 | 104,994 | 10.58 | ||||
| 2025-07-29 | 13F | 奥布里资本管理有限公司 | 2,500 | 66.67 | 3,802 | 83.32 | ||||
| 2025-08-05 | 13F | X-Square 资本有限责任公司 | 2,215 | 1.65 | 3 | 0.00 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 9,818 | 0.50 | 14,930 | 10.48 | ||||
| 2025-05-28 | NP | VSLU - 应用金融估值大盘 ETF | 267 | 4.71 | 369 | 14.24 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 2,170 | 1,872.73 | 3,300 | 2,070.39 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 29 | 38.10 | 40 | 53.85 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 1,161 | 0.17 | 1,766 | 10.17 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,040 | 3.17 | 1,581 | 13.41 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 344 | 37.60 | 523 | 51.59 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 18,165 | 0.39 | 27,622 | 10.36 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 2,999 | 2.32 | 5 | 0.00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 988 | 18.61 | 1,502 | 30.38 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 2,108 | 242.76 | 3,206 | 277.06 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 61 | 84.85 | 93 | 104.44 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 3 | 5 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe 定价大盘成长投资组合 A 类 | 7,324 | 11,137 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 854 | 8.10 | 1,254 | 16.11 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 278 | 5.70 | 422 | 16.25 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 1,394 | 5.05 | 2,120 | 15.48 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 36,700 | 11.21 | 55,807 | 22.26 | |||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 423 | 7.36 | 598 | 12.01 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 967 | 2.00 | 1,470 | 12.13 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 10,790 | 48.89 | 16,408 | 63.68 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 37 | 8.82 | 56 | 19.15 | ||||
| 2025-07-22 | 13F | JSF 金融有限责任公司 | 785 | 1,194 | ||||||
| 2025-03-31 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | Short | -1,755 | -2,375 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 64,900 | 1.88 | 98,690 | 12.00 | |||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 1 | 2 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 21,771 | 75.76 | 33,106 | 93.21 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 39,927 | 1.88 | 60,715 | 12.00 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 647 | 12.33 | 983 | 23.49 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 179 | 4.68 | 272 | 15.25 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 253 | 47.95 | 385 | 62.71 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 308 | 47.37 | 468 | 61.94 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 13 | 18 | ||||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 188 | 1.62 | 302 | 25.31 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 4,372 | 103.63 | 6,648 | 123.91 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 136,898 | 94.63 | 208,284 | 114.06 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 246 | 89.23 | 375 | 108.94 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 40,192 | 3.60 | 61,118 | 13.89 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 247 | 375 | ||||||
| 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 | 25,624 | 1.05 | 36,209 | 5.51 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 675 | 0.15 | 1,026 | 10.09 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 63,758 | 36.14 | 96,953 | 49.66 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 11 | 16 | ||||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 25,823 | 14.52 | 39,268 | 25.89 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 161 | 7.33 | 245 | 17.87 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 5,196 | 8.23 | 7,342 | 13.01 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 167 | 5.70 | 254 | 15.98 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 40,537 | 4.76 | 61,642 | 15.64 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 332 | 2.47 | 505 | 12.50 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 9,152 | 1.79 | 13,917 | 11.89 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 152,728 | 5.94 | 232,245 | 16.46 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 47 | 71 | ||||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 63 | 26.00 | 96 | 37.68 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 161 | 1.26 | 0 | |||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 158 | 240 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 1,792 | 0.50 | 2,725 | 10.46 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 2,738 | 3.01 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | 38,583 | 718.13 | 58,671 | 799.43 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 89,373 | 2.08 | 131,238 | 9.64 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 11,657 | 1,220.16 | 17,726 | 1,351.76 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 5 | 8 | ||||||
| 2025-08-13 | 13F | 裸金融服务公司 | 3 | 200.00 | 5 | 300.00 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 27,441 | 15.85 | 41,728 | 27.35 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 282 | 6.82 | 429 | 17.26 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 132 | 0.76 | 201 | 10.50 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 9,210 | 23.31 | 14,005 | 35.56 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -1,650 | 1.66 | -2,423 | 9.20 | |||
| 2025-08-04 | 13F | 精明顾问公司 | 240 | 365 | ||||||
| 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 | 1,289 | 4.20 | 1,821 | 8.78 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 331 | 40.85 | 503 | 54.77 | ||||
| 2025-04-01 | NP | TRFM - AAM 变形金刚 ETF | 304 | 45.45 | 411 | 51.10 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 652 | 3.66 | 991 | 13.79 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 11,890 | 5.59 | 18,080 | 16.42 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 393 | 28.43 | 598 | 41.13 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 33,987 | 4.64 | 51,682 | 15.03 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 2,916 | 4,434 | ||||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 154 | 234 | ||||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 237 | 10.23 | 335 | 15.17 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 4,029 | 72.40 | 6,126 | 89.54 | ||||
| 2025-08-14 | 13F | 猫石资本管理有限公司 | 10,736 | 90.49 | 16,326 | 109.40 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 609 | 0.66 | 926 | 10.77 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 2,700 | 68.75 | 4,106 | 85.49 | |||
| 2025-08-14 | 13F | 德肖公司 | 111,846 | 75.89 | 170,078 | 93.36 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 3,578 | 6.24 | 5,056 | 10.90 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 1,287 | 22.69 | 1,930 | 33.59 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -2,171 | 4.78 | -3,188 | 12.54 | |||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 182 | 1.68 | 277 | 11.74 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 276 | 3.37 | 420 | 13.55 | ||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 335 | 11.67 | 509 | 22.95 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 835 | 122.07 | 1,270 | 144.04 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 360 | 29.03 | 547 | 42.08 | ||||
| 2025-08-27 | NP | PBXIX - Rational/Pier 88 可转换证券基金 - 机构股票 | 2,800 | 300.00 | 4,258 | 339.77 | ||||
| 2025-07-30 | 13F | 道德公司 | 4,930 | 3.38 | 7,391 | 10.91 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -34 | 54.55 | -52 | 70.00 | |||
| 2025-08-05 | 13F | 斯奈德金融集团 | 2,764 | 0.58 | 4,203 | 10.58 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 34,000 | 11.84 | 51,702 | 22.95 | |||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 1,750 | 2,661 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 9,663 | 13.10 | 14,694 | 24.33 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 12,763 | 19,408 | ||||||
| 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 | 28,541 | 6.53 | 43,401 | 17.11 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 1,878 | 0.48 | 2,856 | 10.44 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 12,833 | 31,200.00 | 18,134 | 72,432.00 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,152 | 16.43 | 30,644 | 27.99 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 455 | 4.60 | 692 | 14.98 | ||||
| 2025-08-13 | 13F | 金沙资本管理有限公司 | 86,900 | 1.18 | 132,144 | 11.23 | ||||
| 2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 4,017 | 9.93 | 5,676 | 14.78 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 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 | 213 | 90.18 | 301 | 98.68 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 4 | 6 | ||||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,394 | 21.35 | 15,806 | 33.41 | ||||
| 2025-08-14 | 13F | 道富银行 | 2,343,288 | 2.45 | 3,563,297 | 12.63 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 13,596 | 5.97 | 19,965 | 13.81 | ||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 6,997 | 172.36 | 9,887 | 184.44 | ||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 3,377 | 1,515.79 | 5,135 | 1,676.82 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 8,496 | 6.23 | 13 | 9.09 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 8,809 | 0.23 | 13,395 | 10.18 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 457,643 | 10.08 | 695,910 | 21.01 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 161 | 6.62 | 245 | 17.31 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 7,582 | 13.03 | 10,714 | 18.01 | ||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 290 | 5.84 | 441 | 16.09 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 60 | 7.14 | 92 | 19.48 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 2,612 | 16.04 | 3,971 | 27.53 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 187 | 2.19 | 284 | 12.25 | ||||
| 2025-08-14 | 13F | 斯廷博特资本合伙公司 | 2,928 | 104.90 | 4,452 | 125.30 | ||||
| 2025-05-28 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 1,271 | 192.86 | 1,758 | 220.22 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 478 | 2.58 | 727 | 12.73 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 1,781 | 2,708 | ||||||
| 2025-07-24 | NP | FSDAX - 国防和航空航天产品组合 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 | 69,300 | 4.05 | 101,762 | 11.76 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 84 | 2.44 | 0 | |||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 640 | 973 | ||||||
| 2025-07-22 | NP | GVIP - 高盛对冲行业 VIP ETF | 4,650 | 5.23 | 6,828 | 12.52 | ||||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 2,308 | 236.93 | 3,124 | 252.48 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 286 | 17.70 | 435 | 29.46 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 147 | 2.08 | 224 | 12.06 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 213,775 | 1,566.73 | 23,004 | 29.65 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 801 | 13.78 | 1,218 | 25.18 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 183,723 | 2.74 | 279,376 | 12.94 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 3,072 | 1.32 | 4,671 | 11.37 | ||||
| 2025-08-14 | 13F | 华福管理有限责任公司 | 3,455 | 2.98 | 5,254 | 13.21 | ||||
| 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 | 80,607 | 8.40 | 118,366 | 16.43 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 280 | 1.08 | 426 | 11.23 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 12,300 | 215.38 | 18,704 | 246.74 | |||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 21 | 23.53 | 32 | 34.78 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 513 | 780 | ||||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 874 | 0.34 | 1,329 | 10.38 | ||||
| 2025-07-16 | 13F | 财富财务顾问有限责任公司 | 149 | 227 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 4,900 | 8.43 | 7,451 | 19.20 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 18,600 | 304.35 | 28,284 | 344.49 | |||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 3,720 | 1.17 | 5,257 | 5.63 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 8 | 14.29 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 817 | 1,154 | ||||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 349 | 5.76 | 531 | 16.23 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 402 | 26.81 | 611 | 39.50 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 1,806,309 | 7.33 | 2,746,746 | 17.99 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -1,400 | 124.72 | -2,129 | 147.15 | |||
| 2025-07-23 | 13F | Klp资本管理公司 | 37,292 | 4.48 | 56,708 | 14.86 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 109,022 | 7.84 | 165,783 | 18.54 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 1,030 | 3.52 | 1,566 | 13.81 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 200 | 100.00 | 304 | 120.29 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 2,900 | 7.41 | 4,410 | 18.08 | |||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 435 | 1 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 883 | 17.26 | 1,297 | 25.95 | ||||
| 2025-08-04 | 13F | 联合银行 | 11,392 | 2.11 | 17 | 13.33 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 5 | 66.67 | 7 | 75.00 | ||||
| 2025-08-11 | 13F | 花旗集团 | 100,480 | 27.17 | 152,794 | 39.79 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 91,230 | 5.48 | 138,728 | 15.95 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 26,792 | 1.20 | 40,740 | 11.24 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 340 | 517 | ||||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 46 | 65 | ||||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 982 | 4.69 | 1,494 | 15.11 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 40 | 135.29 | 0 | |||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 931 | 3.22 | 1,416 | 13.47 | ||||
| 2025-08-26 | NP | BNGLX - 瑞银全球配置基金 A 类 | 219 | 25.86 | 333 | 38.75 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 11,003 | 33.26 | 16,732 | 46.49 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 423 | 18.49 | 643 | 28.92 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 36 | 53 | ||||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,932 | 7.12 | 30,309 | 17.76 | ||||
| 2025-07-10 | 13F | 信任点公司 | 613 | 47.36 | 932 | 62.09 | ||||
| 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 | 169 | 23.36 | 239 | 28.65 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 3,804 | 396.61 | 5,785 | 446.18 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 1,902 | 7.64 | 2,683 | 7.84 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 1,352 | 21.36 | 1,870 | 32.44 | ||||
| 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 | 3,897 | 157.91 | 5,507 | 169.37 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 4,739 | 154.51 | 7,206 | 179.84 | ||||
| 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 | 18,881 | 7.73 | 26,680 | 12.49 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 44,592 | 0.02 | 68 | 9.84 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 1,265 | 1,907 | ||||||
| 2025-07-23 | NP | NMCAX - Voya MidCap Opportunities Fund A 类 | 4,615 | 9.08 | 6,777 | 17.15 | ||||
| 2025-08-14 | 13F | Haven 资本集团有限公司 | 653 | 993 | ||||||
| 2025-08-11 | 13F | AMS资本有限公司 | 9,693 | 12.55 | 15 | 27.27 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 2,795 | 11.09 | 4,104 | 19.34 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 8,500 | 12,743 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 8,400 | 12,593 | |||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 1,919 | 1,015.70 | 2,918 | 1,131.22 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 67,537 | 17.59 | 102,700 | 29.27 | ||||
| 2025-08-07 | 13F | PFG顾问 | 1,420 | 19.33 | 2,159 | 31.17 | ||||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - | 501 | 1.42 | 736 | 8.89 | ||||
| 2025-07-23 | NP | NLCAX - Voya大盘成长基金A类 | 4,411 | 1.40 | 6,477 | 8.91 | ||||
| 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 | 1,591 | 78.36 | 2,248 | 86.25 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 229 | 16.84 | 348 | 28.41 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 195 | 32.65 | 296 | 45.81 | ||||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 538 | 448.98 | 760 | 475.76 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 240 | 400.00 | 332 | 451.67 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 135 | 208 | ||||||
| 2025-07-24 | NP | BCUS - Bancreek 美国大盘股 ETF | 1,765 | 2,592 | ||||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 137 | 3.79 | 208 | 14.29 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 266 | 25.47 | 391 | 34.95 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 7,860 | 8.71 | 11,952 | 19.52 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 3,874 | 97.25 | 6 | 150.00 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 654 | 11.22 | 995 | 22.26 | ||||
| 2025-08-13 | 13F | 挪威银行 | 838,486 | 1,275,035 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 3 | 50.00 | 5 | 100.00 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 2,064 | 152.94 | 3,138 | 178.19 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 67,300 | 2.41 | 102,339 | 12.58 | ||||
| 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 | 75,505 | 4.61 | 114,816 | 15.00 | ||||
| 2025-07-25 | 13F | 法律优势投资有限公司 | 6,527 | 8.30 | 9,925 | 19.05 | ||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 1,609 | 5.72 | 2,447 | 16.20 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 3,714 | 5,648 | ||||||
| 2025-07-07 | 13F | RDA金融网络 | 969 | 1,474 | ||||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 4,539 | 119.49 | 7 | 200.00 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 12 | 18 | ||||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 4,389 | 15.99 | 6,674 | 39.22 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -3,111 | 115.15 | -4,731 | 136.50 | |||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 166 | 252 | ||||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 81 | 1.25 | 119 | 8.26 | ||||
| 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 | 6,850 | 6.61 | 10,059 | 14.50 | ||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 606,946 | 4.56 | 922,946 | 14.94 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 3 | 5 | ||||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 6,096 | 9.68 | 9,270 | 20.56 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 7,641 | 1.84 | 11,619 | 11.96 | ||||
| 2025-08-12 | 13F | 蓝草资本合伙公司 | 12,500 | 25.00 | 19,008 | 37.42 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 1,061 | 8.93 | 1,499 | 13.73 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -40 | -61 | |||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 12,706 | 16.75 | 19,321 | 28.34 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 13 | 225.00 | 20 | 280.00 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 334 | 1.83 | 508 | 11.92 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 38 | 58 | ||||||
| 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 | 5,475 | 2.09 | 8,326 | 12.23 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -20,752 | 266.64 | -31,556 | 303.07 | |||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 800 | 33.33 | 1,217 | 46.68 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 186 | 5.08 | 283 | 15.98 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 2,000 | 11.11 | 3,041 | 22.18 | ||||
| 2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 1,519 | 3.69 | 2,311 | 13.96 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 973 | 18.23 | 1,480 | 41.94 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 27 | 1,250.00 | 0 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | 359,563 | 1.97 | 546,766 | 12.09 | ||||
| 2025-08-07 | 13F | 彭布罗克管理有限公司 | 203 | 309 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 7,209 | 10,187 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 7,077 | 30.55 | 10,763 | 43.53 | ||||
| 2025-08-14 | 13F | 家族管理公司 | 187 | 5.06 | 284 | 15.45 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 144 | 219 | ||||||
| 2025-08-07 | 13F | 中央信托公司 | 102 | 61.90 | 155 | 78.16 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 10,580 | 0.30 | 16,088 | 10.27 | ||||
| 2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 1,973 | 43.39 | 3,000 | 57.65 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 546 | 830 | ||||||
| 2025-07-24 | 13F | 强塔咨询服务 | 582 | 0.34 | 885 | 22.24 | ||||
| 2025-08-07 | 13F | 大卫·R·拉恩联合公司 | 606 | 1.68 | 922 | 11.77 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 178 | 0.56 | 271 | 10.66 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 819 | 9.35 | 1,245 | 20.29 | ||||
| 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 | 1,246 | 5.50 | 1,895 | 15.98 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 775 | 7.79 | 1,178 | 18.51 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 3,181 | 4,837 | ||||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 360 | 547 | ||||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 248 | 377 | ||||||
| 2025-08-12 | 13F | Coalescent Partners 投资管理有限合伙人 | 17,064 | 94.37 | 25,948 | 113.69 | ||||
| 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 | 18,321 | 0.31 | 25,889 | 4.73 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 15,389 | 8.74 | 23,402 | 19.54 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 10,591 | 45.92 | 16,106 | 60.42 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 10 | 11.11 | 15 | 25.00 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 1,995,769 | 0.31 | 3,034,848 | 10.27 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 14,411 | 7.07 | 20,364 | 11.79 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 800 | 1,217 | |||||
| 2025-08-04 | 13F | 资产标记公司 | 4,202 | 11.73 | 6,390 | 22.79 | ||||
| 2025-08-13 | 13F | 法国集团 | 1,643 | 2,497 | ||||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 145 | 232 | ||||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 22,954 | 2,632.62 | 35 | 3,300.00 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 154 | 234 | ||||||
| 2025-07-11 | 13F | 多元化信托公司 | 3,730 | 5.13 | 5,672 | 15.57 | ||||
| 2025-08-29 | NP | EGFIX - Edgewood 成长基金机构类别股票 | 378,359 | 9.19 | 575,348 | 20.04 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,204 | 0.94 | 5,941 | 5.39 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 1,879 | 0.80 | 2,857 | 10.82 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 217 | 2.36 | 330 | 12.29 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 186 | 11.38 | 283 | 22.51 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 204 | 7.37 | 310 | 18.32 | ||||
| 2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国增长基金 3 级 | 118 | 0.85 | 179 | 11.18 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 5,300 | 39.47 | 8,059 | 53.33 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 954 | 7.31 | 1,451 | 17.98 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 4,962 | 5.69 | 7,545 | 16.18 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 372 | 56.30 | 566 | 71.73 | ||||
| 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 | 109,673 | 23.05 | 161,047 | 32.16 | ||||
| 2025-05-30 | NP | WBAT - WisdomTree 电池价值链和创新基金 NA | 9 | 12.50 | 12 | 20.00 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 320 | 22.61 | 487 | 34.63 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 3,928 | 23.02 | 5,973 | 35.26 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 21 | 5.00 | 32 | 14.81 | ||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 83,295 | 31.64 | 117,702 | 37.45 | ||||
| 2025-06-26 | NP | TSGMX - 泛美可持续增长股票 R6 | 177 | 45.08 | 250 | 51.52 | ||||
| 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 | 464 | 193.67 | 656 | 207.51 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 3 | 5 | ||||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 12,420 | 21.36 | 17,550 | 26.71 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 6,693,889 | 5.25 | 10,178,995 | 15.70 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 2,400 | 3,650 | |||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 5,007 | 7,615 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 1,400 | 2,129 | |||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 251 | 5.46 | 382 | 16.11 | ||||
| 2025-08-12 | 13F | 巴尔 ES & Co | 445 | 677 | ||||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 300,452 | 0.66 | 456,879 | 10.65 | ||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 2,774 | 3.66 | 4,218 | 13.97 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 5 | 150.00 | 7 | 250.00 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 19,330 | 29,487 | ||||||
| 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 | 56,348 | 2.98 | 82,743 | 10.61 | ||||
| 2025-08-26 | NP | 贝莱德资本配置信托 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 | 6,334 | 11.53 | 9,632 | 22.61 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 76,292 | 0.13 | 116,013 | 10.07 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 444 | 42.77 | 675 | 57.11 | ||||
| 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 | 16,812 | 0.16 | 23,757 | 4.58 | ||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 2,155 | 9.84 | 3,277 | 20.71 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 1,839 | 10.78 | 2,796 | 21.78 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 6,765 | 2.59 | 10,286 | 12.76 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 29,764 | 0.99 | 45,260 | 11.02 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 23 | 35 | ||||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 904 | 1 | ||||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 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 | 62 | 1.64 | 88 | 6.10 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 528 | 9.32 | 803 | 18.09 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 160,499 | 26.26 | 244,061 | 38.80 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 65,543 | 5.08 | 99,667 | 15.51 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 136 | 207 | ||||||
| 2025-08-12 | 13F | APG 资产管理公司 | 39,981 | 2.51 | 51,793 | 3.70 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 1,380 | 2.07 | 2,098 | 12.19 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 304 | 3.75 | 459 | 12.50 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 7 | 11 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 2,928 | 113.41 | 4,452 | 134.69 | ||||
| 2025-08-06 | 13F | 可持续洞察资本管理有限责任公司 | 2,675 | 23.67 | 4,068 | 35.93 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 7,420 | 11,283 | ||||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 3,798 | 397.77 | 5,577 | 434.71 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 33,032 | 22.50 | 50,227 | 34.66 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 24 | 84.62 | 36 | 111.76 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 416 | 611 | ||||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 195 | 219.67 | 297 | 252.38 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 63 | 96 | ||||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 162 | 5.19 | 246 | 15.49 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 309 | 6.55 | 470 | 16.96 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 137 | 208 | ||||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 42,903 | 65,240 | ||||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 174 | 265 | ||||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,008 | 6.03 | 5,885 | 13.87 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 337 | 4.98 | 512 | 15.32 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 53,656 | 2.38 | 81,591 | 12.54 | ||||
| 2025-08-14 | 13F | PYA沃尔特曼资本有限责任公司 | 11,807 | 3.69 | 17,954 | 13.98 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,974 | 155.75 | 21,159 | 179.25 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 2,526 | 0.88 | 3,841 | 10.92 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 19,172 | 3.92 | 29,154 | 14.24 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 1,594,714 | 2.31 | 2,424,986 | 12.47 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 3,843 | 5.78 | 5,643 | 13.61 | ||||
| 2025-08-11 | 13F | Primecap 管理公司/ca/ | 557,923 | 8.79 | 848,400 | 19.59 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 35,280 | 2.37 | 51,806 | 9.95 | ||||
| 2025-03-31 | NP | FBCG - 富达蓝筹成长ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,432 | 172.04 | 3,291 | 182.73 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 6,484 | 89.59 | 9,860 | 108.44 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 572 | 246.67 | 870 | 282.82 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 1,285 | 0.78 | 1,954 | 10.83 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 289 | 2.12 | 439 | 12.28 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 516 | 16.48 | 714 | 27.09 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 89 | 135 | ||||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 2,017 | 27.74 | 2,962 | 37.21 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 1,162 | 5.16 | 2 | 0.00 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 3,487 | 179.63 | 5,302 | 207.54 | ||||
| 2025-07-24 | NP | LMGAX - 阿贝特勋爵成长机会基金 A 类 | 4,455 | 56.54 | 6,542 | 68.11 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 132 | 201 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 4 | 6 | ||||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 181,668 | 1.77 | 276,252 | 11.87 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 1,287 | 2.31 | 1,819 | 6.82 | ||||
| 2025-07-16 | 13F | 赛普拉斯基金有限责任公司 | 33,344 | 19.95 | 50,704 | 31.86 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 13 | 20 | ||||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 948 | 5.10 | 1,442 | 15.56 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 设立成长基金 (a) | 27,800 | 42,274 | ||||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 5,397 | 6.55 | 8,207 | 17.13 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 12,853 | 2.06 | 19,545 | 12.19 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 74,971 | 2.05 | 114,004 | 12.18 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 196,866 | 56.91 | 299,362 | 72.49 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 177 | 7.27 | 250 | 12.11 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 300 | 457 | ||||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 2,003,840 | 8.64 | 3,047,042 | 19.43 | ||||
| 2025-08-26 | NP | IPEAX - Voya 大盘价值投资组合 ADV 级 | 5,780 | 91.58 | 8,789 | 110.62 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 9,100 | 1.49 | 13,838 | 11.57 | ||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 625 | 12.41 | 950 | 23.54 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 8 | 166.67 | 12 | 266.67 | ||||
| 2025-07-10 | 13F | Threadgill 金融有限公司 | 3,458 | 5,258 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 1,000 | 40.65 | 1,521 | 54.63 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 3,863 | 10.94 | 5,228 | 16.00 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 673 | 7.85 | 1,023 | 18.54 | ||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,729 | 13.52 | 5,269 | 18.54 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 11,044 | 16.08 | 16,217 | 24.68 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 16 | 24 | ||||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 235 | 1.29 | 358 | 21.43 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 1,328 | 237.91 | 2,019 | 271.82 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 4,855 | 197.12 | 6,860 | 210.27 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 5,131 | 61.50 | 7,066 | 58.57 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 341 | 20.92 | 518 | 34.55 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 277 | 6.95 | 421 | 17.60 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 1,040 | 7.77 | 1,581 | 18.52 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 193 | 3.76 | 293 | 14.01 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 20,274 | 4.20 | 30,829 | 14.55 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 25,821 | 3.62 | 39 | 14.71 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 21,845 | 284.87 | 33,218 | 323.11 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 1,016 | 13.27 | 1,545 | 24.52 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 477,032 | 0.86 | 725,394 | 10.87 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 316 | 21.07 | 481 | 32.96 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 14 | 16.67 | 20 | 18.75 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 182 | 13.75 | 277 | 24.89 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 58 | 26.09 | 82 | 30.65 | ||||
| 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 | 1,200 | 55.84 | 72 | -90.75 | ||||
| 2025-08-13 | 13F | 莱德劳财富管理有限责任公司 | 286 | 82.17 | 435 | 100.00 | ||||
| 2025-07-30 | 13F | CORDA 投资管理有限公司。 | 1,042 | 0.10 | 1,585 | 10.00 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 224 | 45.45 | 341 | 59.62 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 6,800 | 10,340 | ||||||
| 2025-07-09 | 13F | 捷克国家银行 | 13,729 | 6.58 | 20,877 | 17.16 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 201 | 306 | ||||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 3,928 | 3.45 | 5,973 | 13.73 | ||||
| 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 | 1,396 | 3.03 | 1,973 | 7.58 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -26 | -40 | |||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 185 | 20.13 | 281 | 31.92 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 2,123 | 6.20 | 3,229 | 16.75 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 1 | 2 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 2,687 | 5.58 | 4,086 | 16.05 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 3,576 | 4.07 | 5,438 | 14.44 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 8 | 12 | ||||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 199 | 302 | ||||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 119,071 | 8.64 | 181 | 19.87 | ||||
| 2025-08-28 | NP | 北极光可变信托 - 贝恩资本股票机会基金 2 类股份 | 407 | 109.79 | 619 | 130.60 | ||||
| 2025-04-10 | 13F | 联合消化控股公司 | 1,645 | 46.88 | 2,276 | 60.32 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 4,533 | 4.11 | 6,893 | 14.46 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 9,881 | 1.75 | 13,963 | 6.24 | ||||
| 2025-08-27 | NP | 北约 - 主题 跨大西洋防御 ETF | 988 | 185.55 | 1,502 | 214.23 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 120 | 110.53 | 170 | 119.48 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 54,973 | 5.83 | 83,595 | 16.34 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 230 | 2.22 | 350 | 12.22 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 126 | 178 | ||||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 2,000 | 3,041 | ||||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 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 | 76,145 | 270.82 | 107,598 | 287.20 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 55,451 | 1.58 | 84,321 | 11.66 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 288 | 14.74 | 438 | 25.94 | ||||
| 2025-07-24 | NP | FSKGX - 富达增长策略 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,200 | 5.08 | 9,104 | 12.87 | ||||
| 2025-08-14 | 13F | 麦迪逊一号集团有限公司 | 25,000 | 31.58 | 38,016 | 44.65 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 87 | 295.45 | 132 | 340.00 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 203 | 10.93 | 309 | 21.74 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 16,345 | 13.26 | 25 | 26.32 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 369 | 57.02 | 561 | 72.62 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 136 | 207 | ||||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 975 | 10.54 | 1,483 | 21.48 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 2,876 | 10.23 | 4,373 | 21.17 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 134 | 50.56 | 0 | |||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 55,984 | 100.98 | 85 | 123.68 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 6,257 | 9,515 | ||||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 1,368 | 2,080 | ||||||
| 2025-08-13 | 13F | 埃奇伍德管理有限公司 | 696,211 | 6.23 | 1,058,686 | 16.78 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 20,619 | 2.67 | 31,354 | 12.87 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 191 | 3.80 | 292 | 14.57 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 17,488 | 1.49 | 26,593 | 11.57 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 276 | 16.46 | 390 | 21.88 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 48 | 45.45 | 73 | 60.00 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 58,286 | 5.09 | 89 | 15.79 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 6,157 | 1.17 | 9,362 | 11.21 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 870 | 1.99 | 1,328 | 18.57 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 3,738 | 4.12 | 5,684 | 14.46 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 485,618 | 4.24 | 738,450 | 14.60 | ||||
| 2025-04-25 | NP | QVML - Invesco S&P 500 QVM 多因子 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 | 1,591 | 2,175 | ||||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 495 | 9.03 | 797 | 24.73 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 5,706 | 1.84 | 8,677 | 11.95 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 140 | 213 | ||||||
| 2025-07-11 | 13F | 平博银行公司 | 218 | 2.83 | 332 | 12.97 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 8,383 | 6.41 | 12,310 | 14.29 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 218 | 13.54 | 332 | 24.91 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 911 | 11.23 | 1,386 | 22.24 | ||||
| 2025-07-30 | NP | LGRO - 四级大盘成长主动型 ETF | 633 | 2.43 | 930 | 10.07 | ||||
| 2025-07-30 | NP | VUSE - Vident 核心美国股票基金 | 4,534 | 71.48 | 6,658 | 84.20 | ||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 120,000 | 9.09 | 182,477 | 19.92 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 2,240 | 234.83 | 3,406 | 268.22 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 59,489 | 2.26 | 90,461 | 12.41 | ||||
| 2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,733 | 20.34 | 4,156 | 32.28 | ||||
| 2025-08-05 | 13F | 林伍德普莱斯资本管理有限公司 | 14,000 | 29.63 | 21,289 | 42.50 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 1,323 | 3.44 | 2,012 | 13.68 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 30 | 3.45 | 46 | 12.50 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 2,208 | 0.45 | 3,358 | 10.43 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘成长型 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 | 75 | 2.74 | 106 | 7.14 | ||||
| 2025-08-06 | 13F | 西蒙斯银行 | 395 | 5.05 | 601 | 15.38 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 4,262,920 | 1.87 | 6,482,367 | 11.99 | ||||
| 2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 28 | 40 | ||||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 1,176 | 4.63 | 1,788 | 15.06 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 4,860 | 4.47 | 6,868 | 9.09 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 367 | 558 | ||||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 2,175 | 3.57 | 3 | 50.00 | ||||
| 2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 1,218 | 1,852 | ||||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 1,513 | 37.80 | 2,301 | 51.52 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 75 | 2.74 | 110 | 11.11 | ||||
| 2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 23,130 | 32,684 | ||||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 2,807 | 4,268 | ||||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 14,840 | 7.43 | 20,970 | 12.16 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 1,302 | 126.43 | 1,980 | 148.93 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -8,272 | 305.49 | -12,579 | 345.87 | |||
| 2025-08-14 | 13F | 信托信托公司 | 386 | 19.50 | 587 | 31.61 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 210 | 319 | ||||||
| 2025-08-14 | 13F | 加洛合伙公司 | 2,301 | 3,499 | ||||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 1,455 | 13.58 | 2,137 | 21.99 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 4,002 | 10.04 | 6,085 | 32.05 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 7,116 | 22.80 | 10,822 | 34.99 | ||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,218 | 2.63 | 6,194 | 10.22 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 1,255 | 57.86 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 8,390 | 5.96 | 12,758 | 16.49 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 719,688 | 72.65 | 1,094 | 89.93 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 47 | 123.81 | 69 | 146.43 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -1,053 | 11.66 | -1,546 | 19.94 | |||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 446 | 81.30 | 678 | 100.00 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 3,445 | 4.71 | 5,239 | 15.12 | ||||
| 2025-08-12 | 13F | SPX 股票 Gestao de Recursos Ltda | 1,200 | 50.00 | 1,825 | 64.92 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 248 | 8.30 | 378 | 19.30 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 30,141 | 45,834 | ||||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 4,506 | 125.53 | 6,852 | 147.99 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 99,355 | 0.09 | 151,084 | 10.03 | ||||
| 2025-08-07 | 13F | 88 号码头投资伙伴有限公司 | 3,575 | 173.95 | 5,436 | 201.16 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 0 | 484 | ||||||
| 2025-08-13 | 13F | 阿蒙迪 | 49,617 | 11.82 | 75,004 | 23.98 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 3,883 | 5,905 | ||||||
| 2025-07-30 | NP | ABIG - 白银大盘股 ETF | 719 | 1,056 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 808 | 17.78 | 1,228 | 29.54 | ||||
| 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 | 14,813 | 2.05 | 20,932 | 6.56 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 23,427 | 2.48 | 35,624 | 12.66 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 29,877 | 1.89 | 45 | 10.00 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 1,352 | 0.82 | 2,056 | 4.10 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 1,100 | 22.22 | 1,673 | 34.41 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 600 | 200.00 | 912 | 230.43 | |||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 700 | 16.86 | 1,064 | 28.50 | ||||
| 2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 19,564 | 8.29 | 27,645 | 13.07 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 116 | 54.67 | 176 | 70.87 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 500 | 760 | |||||
| 2025-07-16 | 13F | 签名有限责任公司 | 737 | 5.89 | 1,120 | 16.42 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 287 | 1.41 | 436 | 11.51 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 156 | 237 | ||||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 169 | 257 | ||||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 12,317 | 0.47 | 18,730 | 10.45 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 611 | 73.58 | 929 | 91.15 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,886 | 20.51 | 11,580 | 29.44 | ||||
| 2025-07-23 | 13F | 奥罗拉投资管理有限公司。 | 1,655 | 3 | ||||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 292 | 444 | ||||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 408 | 10.87 | 620 | 21.81 | ||||
| 2025-08-14 | 13F | Xponance公司 | 8,752 | 2.22 | 13,309 | 12.37 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 3,060 | 0.79 | 4,653 | 10.81 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 6,379 | 51.30 | 9,494 | 62.32 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 1,710 | 517.33 | 2,600 | 578.85 | ||||
| 2025-08-14 | 13F | 齐默合伙人有限合伙人 | 18,700 | 13.13 | 28,436 | 24.36 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 99 | 35.62 | 151 | 50.00 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 2,274 | 185.68 | 3,458 | 213.99 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 151 | 33.63 | 230 | 46.79 | ||||
| 2025-04-25 | 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 | 23,628 | 31.42 | 32,304 | 43.40 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 222 | 7.77 | 338 | 18.66 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 2,805 | 121.21 | 4,265 | 143.16 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 120 | 110.53 | 176 | 128.57 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 153 | 9.29 | 225 | 17.28 | ||||
| 2025-08-28 | NP | TLGQX - 成长股票基金 | 768 | 1,168 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德资本增值投资组合 A 级 | 23,553 | 2.37 | 35,816 | 12.54 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 462 | 703 | ||||||
| 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 | 13,488 | 2.58 | 19,059 | 7.10 | ||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 327 | 497 | ||||||
| 2025-08-26 | NP | 贝莱德 ESG 资本配置信托 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 | 3,207 | 15.32 | 4,877 | 26.78 | ||||
| 2025-06-26 | NP | AWGIX - CIBC ATLAS ALL CAP GROWTH FUND 机构类别股票 | 8,263 | 1.42 | 11,676 | 5.90 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 4,561 | 5.38 | 6,936 | 15.85 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 71 | 29.09 | 100 | 35.14 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 801 | 85.85 | 1,218 | 104.36 | ||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 60,975 | 0.91 | 86,162 | 5.36 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 10 | 25.00 | 15 | 36.36 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 1,785 | 5.43 | 2,714 | 15.93 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 194 | 295 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 6,370 | 7.97 | 9,001 | 12.74 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 144 | 219 | ||||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 845 | 2.18 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 8,680 | 0.31 | 13,199 | 10.28 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 8 | 11 | ||||||
| 2025-08-14 | 13F | FIL有限公司 | 554 | 37.81 | 842 | 51.44 | ||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 18,507 | 5.99 | 28,142 | 16.52 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 39,149 | 1.54 | 59,532 | 11.62 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 1,233 | 14.06 | 1,875 | 25.35 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 61 | 3.39 | 93 | 13.58 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 6,887 | 21.10 | 10 | 42.86 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 2,268 | 17.76 | 3,450 | 29.42 | ||||
| 2025-08-13 | 13F | 蓝鳍资本公司 | 1,442 | 4.49 | 2,193 | 25.39 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 585 | 16.07 | 890 | 27.73 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,055 | 16.30 | 3,127 | 27.75 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 207 | 11.29 | 315 | 22.18 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 500 | 760 | |||||
| 2025-07-23 | 13F | 德雷克联合有限责任公司 | 389 | 592 | ||||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 589 | 32.96 | 896 | 46.24 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 248 | 7.36 | 377 | 18.18 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 9,052 | 284.54 | 13,765 | 322.73 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 372,858 | 2.17 | 566,983 | 12.31 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 24,300 | 36,952 | |||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 4,284 | 0.45 | 6,514 | 10.43 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 211 | 11.64 | 321 | 22.61 | ||||
| 2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 1,928 | 0.05 | 2,932 | 9.98 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 153 | 34.21 | 233 | 47.77 | ||||
| 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 | 124,172 | 0.24 | 175,464 | 4.67 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 263 | 10.50 | 400 | 21.28 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 22,545 | 0.68 | 34,283 | 10.68 | ||||
| 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 | 13,853 | 1.23 | 19,575 | 5.70 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 1,473 | 4.62 | 2,081 | 9.24 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 1,286 | 9.17 | 1,958 | 20.27 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 1,245 | 25.38 | 1,893 | 37.87 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 208 | 4.00 | 316 | 14.49 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 2,984 | 403.20 | 4,538 | 453.29 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 2,093 | 1.31 | 3,183 | 11.38 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 5,337 | 3.91 | 8,116 | 14.23 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 797 | 32.17 | 1,212 | 45.20 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 4,244 | 1.82 | 5,997 | 6.33 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 185 | 10.78 | 281 | 21.65 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 24,290 | 0.04 | 36,936 | 9.97 | ||||
| 2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 102,649 | 0.92 | 156,092 | 10.94 | ||||
| 2025-08-26 | NP | IGEAX - VY(R) T. Rowe 价格增长股票投资组合类别 ADV | 4,200 | 6,387 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 214 | 9.18 | 325 | 19.93 | ||||
| 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 | 169 | 3.68 | 239 | 8.18 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 201 | 306 | ||||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 275,867 | 127.08 | 419,494 | 149.63 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 257 | 2.80 | 391 | 13.04 | ||||
| 2025-08-14 | 13F | 采石场LP | 716 | 371.05 | 1,089 | 418.10 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 1,264 | 0.40 | 1,922 | 10.40 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 67,579 | 20.23 | 102,763 | 32.17 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 35 | 6.06 | 51 | 13.33 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 307 | 5.50 | 466 | 15.92 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 267 | 11.25 | 406 | 22.66 | ||||
| 2025-08-26 | NP | GRZZX-Leuthold Grizzly Short基金 | Short | -305 | -7.58 | -464 | 1.54 | |||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 147 | 224 | ||||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 527 | 0.38 | 801 | 10.33 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 54,810 | 6.33 | 83,353 | 16.89 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 725 | 107.14 | 1,102 | 127.69 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 11,503 | 5.96 | 17,492 | 16.48 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 363 | 21.00 | 551 | 33.09 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 1 | 2 | ||||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 23,371 | 8.92 | 34,319 | 16.98 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 1,039 | 21.66 | 1,468 | 27.10 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 22,000 | 285.96 | 33 | 371.43 | |||
| 2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 305 | 8.54 | 464 | 19.33 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 4,966 | 1,902.42 | 8 | |||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 2,000 | 42.86 | 3 | 200.00 | |||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 1,239,658 | 8.04 | 1,885,074 | 18.77 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 842 | 7.67 | 1,280 | 18.41 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型成长投资组合 I 类 | 9,930 | 15,100 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 169,700 | 7.00 | 258,053 | 17.62 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 1,733 | 0.46 | 2,449 | 4.88 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 22,498 | 4.46 | 34 | 17.24 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 5,798 | 1.51 | 8,817 | 11.58 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 792 | 24.33 | 1,204 | 36.66 | ||||
| 2025-07-16 | NP | CGGO - Capital Group 全球成长股票 ETF 股份类别 | 42,514 | 8.87 | 62,429 | 16.93 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 41,877 | 275.38 | 63,680 | 312.67 | ||||
| 2025-08-14 | 13F | 索罗班资本合伙公司 | 15,562 | 23,664 | ||||||
| 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 | 732 | 24.91 | 1,034 | 30.39 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,107 | 143.50 | 4,390 | 154.35 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 4,200 | 44.83 | 6,387 | 59.21 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 142,043 | 18.71 | 215,996 | 30.50 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 298 | 18.73 | 438 | 27.41 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 14,628 | 0.63 | 22,244 | 10.62 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 5 | 8 | ||||||
| 2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 180 | 3.45 | 274 | 17.67 | ||||
| 2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 297 | 13.79 | 452 | 24.93 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 1,521 | 152,000.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 1,337 | 1.36 | 2,034 | 11.46 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 3,648 | 5.56 | 5,357 | 13.35 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 4,343 | 1.54 | 6,604 | 11.63 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 15,250 | 15.81 | 23,190 | 27.31 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 191 | 1.06 | 290 | 11.11 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 284 | 7.17 | 432 | 17.76 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 2 | 100.00 | 3 | 200.00 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 8 | 11 | ||||||
| 2025-05-29 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 250 | 86.57 | 346 | 80.63 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 2,515 | 11.09 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 7,063 | 4.30 | 10,740 | 14.66 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 6,890 | 5.50 | 10,477 | 15.97 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 506 | 6.53 | 769 | 17.05 | ||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 216 | 35.00 | 328 | 48.42 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 1,080 | 4.35 | 1,642 | 14.74 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 16,536 | 16.89 | 25,016 | 26.54 | ||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 18,800 | 13.10 | 28,588 | 24.33 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 216 | 8.00 | 328 | 18.84 | ||||
| 2025-08-28 | NP | SAMM - Strategas 宏观动量 ETF | 280 | 426 | ||||||
| 2025-07-23 | 13F | 家族遗产公司 | 2,375 | 0.76 | 3,612 | 10.76 | ||||
| 2025-07-29 | NP | WPGHX - WPG Partners 精选对冲基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 229 | 18.65 | 348 | 30.83 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 306 | 465 | ||||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 2,376 | 1.80 | 3,357 | 6.30 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 408 | 0.49 | 620 | 10.52 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 135 | 205 | ||||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 137 | 208 | ||||||
| 2025-08-14 | 13F | 瑞银集团 | 556,399 | 58.79 | 846,083 | 74.55 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 47,577 | 2.25 | 67,230 | 6.77 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 2,784 | 4,233 | ||||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 2,900 | 4,410 | |||||
| 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 | 19,600 | 18.79 | 29,805 | 30.58 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 8,140 | 3.29 | 12,378 | 13.54 | ||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 376,616 | 21.76 | 572,697 | 33.85 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 927 | 10.75 | 1,410 | 21.78 | ||||
| 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 | 77,399 | 11.83 | 117,696 | 22.94 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 2,576 | 5.53 | 3,917 | 16.02 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 152 | 231 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 55 | 48.65 | 81 | 60.00 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 4 | 33.33 | 6 | 50.00 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 7,363 | 5.68 | 11,197 | 16.19 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 18,645 | 0.40 | 28,352 | 10.37 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 43 | 48.28 | 65 | 62.50 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 404 | 0.50 | 615 | 10.43 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 20,900 | 1.95 | 32 | 10.71 | ||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 8,910 | 24.30 | 13,549 | 36.64 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 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 | 3 | 4 | ||||||
| 2025-05-28 | NP | FRTY - 阿尔及尔中盘 40 ETF | 1,790 | 26.59 | 2,476 | 38.25 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 414 | 15.00 | 630 | 26.56 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 32,532 | 8.93 | 49,469 | 19.75 | ||||
| 2025-08-14 | 13F | Praesidium 投资管理有限公司 | 32,086 | 48,791 | ||||||
| 2025-08-15 | 13F | 田纳西州财政部 | 23,720 | 18.17 | 36,070 | 29.90 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 751 | 387.66 | 1,142 | 436.15 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 18,202 | 186.24 | 27,679 | 214.67 | ||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 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 | 2,047 | 11.43 | 3,006 | 19.67 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 19,540 | 1.94 | 29,713 | 12.06 | ||||
| 2025-07-23 | NP | DQIAX - 纽约梅隆银行 A 类股票收益基金 | 17,309 | 37.37 | 25,417 | 47.55 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 4,404 | 1.38 | 7 | 0.00 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 164 | 1.23 | 249 | 11.16 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 3 | 4 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 4 | 608 | |||||
| 2025-07-17 | 13F | 圣约资产管理有限责任公司 | 3,916 | 0.20 | 5,955 | 10.16 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 1,941 | 0.36 | 2,952 | 10.32 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 2,575 | 418.11 | 3,916 | 469.87 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 4 | 6 | ||||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 12 | 18 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 5,708 | 1.08 | 8,680 | 11.11 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 681,223 | 0.30 | 1,035,895 | 10.26 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 5,038 | 1.10 | 7,661 | 11.14 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 5,825 | 1.27 | 8,858 | 11.32 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | -377 | 3.01 | ||||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 1 | 1 | ||||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 1,129 | 2.64 | 1,717 | 12.82 | ||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 50 | 76 | ||||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 5,725 | 16.46 | 8,706 | 28.01 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 30 | 7.14 | 46 | 18.42 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 506 | 22.52 | 770 | 34.85 | ||||
| 2025-08-29 | NP | VNSE - Natixis Vaughan Nelson Select ETF | 217 | 330 | ||||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 630 | 4.13 | 958 | 14.59 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 3,710 | 2.63 | 5,642 | 12.82 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 495 | 14.06 | 753 | 25.33 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 55 | 511.11 | 84 | 9.21 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 196 | 29.80 | 298 | 43.27 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 345 | 525 | ||||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 23 | 32 | ||||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -359 | 15.81 | -546 | 27.34 | |||
| 2025-08-13 | 13F | 奥西亚姆 | 37,040 | 0.51 | 56,325 | 10.49 | ||||
| 2025-08-25 | NP | 美国基金保险系列-资产配置基金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 | 160,869 | 129.42 | 244,624 | 152.20 | ||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 2,121 | 19.29 | 2,997 | 24.56 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 379 | 18.44 | 575 | 29.86 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 254 | 3.25 | 386 | 13.53 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 31 | 47 | ||||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 156 | 7.59 | 0 | |||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 748 | 15.61 | 1,137 | 27.07 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 1,214,396 | 1.50 | 1,837,459 | 11.44 | ||||
| 2025-08-05 | 13F | 布莱斯角资本有限责任公司 | 485 | 738 | ||||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 44 | 10.00 | ||||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 2,836 | 305.14 | 4,313 | 345.45 | ||||
| 2025-07-29 | 13F | 梅扎萨尔玛顾问有限责任公司 | 2,632 | 1.23 | 4,002 | 11.29 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 200 | 9.89 | 304 | 21.12 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 15 | 87.50 | 23 | 100.00 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 8,714 | 5.91 | 13,251 | 16.42 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 7,617 | 686.07 | 11,583 | 764.33 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -45 | -68 | |||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 70 | 1.45 | 106 | 11.58 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -13 | 18.18 | -20 | 26.67 | |||
| 2025-08-26 | NP | ITA - iShares 美国航空航天与国防 ETF | 249,173 | 19.77 | 378,902 | 31.66 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 934 | 2.08 | 1,420 | 12.25 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 726 | 17.29 | 1,104 | 28.86 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 635 | 966 | ||||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 711 | 3.34 | 1,081 | 13.67 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 13,778 | 1.28 | 20,232 | 8.78 | ||||
| 2025-07-09 | 13F | 第一银行与信托 | 1,006 | 12.78 | 1,530 | 24.01 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 4 | 33.33 | 6 | 50.00 | ||||
| 2025-08-15 | NP | BCHP - 本金聚焦蓝筹 ETF 本金聚焦蓝筹 ETF | 4,365 | 5.61 | 6,638 | 16.09 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1 | 2 | ||||||
| 2025-08-14 | 13F | 贝恩资本公共股权有限合伙人 | 5,433 | 13.90 | 8,262 | 25.20 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 771 | 914 | ||||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 47,290 | 21.66 | 71,911 | 33.74 | ||||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 107 | 87.72 | 151 | 96.10 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 893 | 16.88 | 1,262 | 22.07 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 13,258 | 0.15 | 18,307 | 8.83 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 51,394 | 14.68 | 78,152 | 26.06 | ||||
| 2025-08-28 | NP | XAR - SPDR(R) S&P(R) 航空航天与国防 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 | 80,843 | 5.61 | 122,933 | 16.09 | ||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 增长机会投资组合 VC 级 | 605 | 84.45 | 920 | 102.87 | ||||
| 2025-07-25 | NP | BWTG - 布伦丹·伍德 TopGun ETF | 440 | 10.00 | 646 | 18.32 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 71 | 12.70 | 108 | 22.99 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 71 | 2.90 | 108 | 12.63 | ||||
| 2025-07-23 | 13F | Avantra 家庭财富有限公司 | 244 | 15.09 | 371 | 26.62 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 2,047 | 43.65 | 3,113 | 57.89 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 172 | 262 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | 5,966 | 0.13 | 9,072 | 10.06 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 64 | 20.75 | 97 | 32.88 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 65,548 | 2.40 | 99,675 | 12.57 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 150 | 228 | ||||||
| 2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 242 | 9.50 | 368 | 20.33 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 1,120 | 64.95 | 1,703 | 81.36 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 205 | 5.13 | 313 | 15.56 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 575 | 874 | ||||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 72,961 | 2.18 | 110,948 | 12.33 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 1,325 | 6.08 | 2,015 | 16.62 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 2,655 | 1.22 | 3,673 | 10.47 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 30,978 | 0.37 | 47,106 | 10.34 | ||||
| 2025-08-13 | 13F | 扩张资本管理有限公司 | 6,243 | 44.68 | 9,493 | 59.07 | ||||
| 2025-09-09 | 13F | NWF咨询服务公司 | 258 | 392 | ||||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 3,274 | 5.78 | 4,979 | 16.28 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 15 | 23 | ||||||
| 2025-07-17 | 13F | 贝内特·塞尔比投资有限责任公司 | 656 | 2.50 | 998 | 12.66 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 1,167 | 43.54 | 1,775 | 57.92 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 28,875 | 3.93 | 43,908 | 14.25 | ||||
| 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 | 10,483 | 2.14 | 15,941 | 12.29 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 159 | 9.66 | 233 | 17.68 | ||||
| 2025-08-08 | 13F | 创意策划 | 11,273 | 21.01 | 17,143 | 33.03 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 1 | 2 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -14 | -21 | |||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 56 | 43.59 | 85 | 60.38 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 338 | 2.42 | 496 | 9.98 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 277 | 1.47 | 0 | |||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 5,624 | 159.53 | 8,552 | 185.35 | ||||
| 2025-08-06 | NP | SQBIX - X-Square 平衡基金有限责任公司机构类别 | 644 | 3.70 | 979 | 13.97 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 44,428 | 2.35 | 67,559 | 12.51 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 61 | 48.78 | 93 | 64.29 | ||||
| 2025-07-24 | NP | FAOFX - 富达顾问系列增长机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 600 | 20.00 | 881 | 28.99 | ||||
| 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 | 8,549 | 11.45 | 12,080 | 16.37 | ||||
| 2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 61,872 | 94,085 | ||||||
| 2025-08-07 | 13F | 商业银行 | 2,068 | 5.89 | 3,145 | 16.40 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 300 | 456 | |||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 642 | 1.58 | 976 | 11.67 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 326 | 0.31 | 496 | 10.24 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 1,893 | 11.81 | 2,780 | 20.10 | ||||
| 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 | 707,562 | 0.47 | 1,039,005 | 7.91 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 30 | 7.14 | 46 | 18.42 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 325 | 2.20 | 494 | 12.53 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 501 | 27.81 | 761 | 40.41 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 23,226 | 5.81 | 35,318 | 16.32 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 1,005 | 24.07 | 1,528 | 36.43 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 1,339 | 0.68 | 2,037 | 10.65 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 4 | 6 | ||||||
| 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 | 13,053 | 8.32 | 18,445 | 13.10 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 1,099 | 17.16 | 1,671 | 28.66 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 8 | 13 | ||||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 396 | 2.06 | 603 | 12.10 | ||||
| 2025-08-08 | 13F | 费尔班克斯资本管理公司 | 10,207 | 0.78 | 15,521 | 10.79 | ||||
| 2025-08-14 | 13F | 克利福德集团有限责任公司 | 142 | 216 | ||||||
| 2025-08-26 | NP | TLGWX - 成长与收入基金 | 840 | 53.01 | 1,277 | 343.40 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 205 | 2.50 | 312 | 12.64 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 2,088 | 0.19 | 3,175 | 10.17 | ||||
| 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 | ||||||
| 2025-07-24 | 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 | 103,938 | 0.32 | 152,626 | 7.75 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 1,442 | 5.80 | 2,038 | 10.47 | ||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 630 | 1.12 | 1 | |||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 313 | 476 | ||||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 245 | 15.02 | 373 | 26.53 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 150 | 228 | ||||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 682 | 2.56 | 1,037 | 12.84 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大型成长股票基金 | 1,270 | 1,931 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 298,456 | 8.96 | 453,845 | 19.77 | ||||
| 2025-07-30 | 13F | 帕拉贡顾问有限责任公司 | 1,969 | 9.39 | 2,994 | 20.29 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 1,191 | 4.38 | 1,811 | 14.77 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 233 | 0.43 | 354 | 10.63 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 9,889 | 15.96 | 15,038 | 27.48 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 13 | 20 | ||||||
| 2025-07-28 | 13F | 塔特尔战术管理有限责任公司 | 480 | 14.29 | 730 | 25.69 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 22,785 | 15.65 | 34,648 | 27.13 | ||||
| 2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10 | 14 | ||||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 38 | 8.57 | 58 | 18.75 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 55 | 10.00 | 83 | 20.29 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 7,604 | 11,563 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 161 | 13.38 | 245 | 24.49 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 355 | 540 | ||||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 492 | 16,300.00 | 753 | 18,700.00 | ||||
| 2025-07-29 | NP | VNSAX - Vaughan Nelson Select 基金 A 类 | 7,865 | 11,549 | ||||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 869 | 0.46 | 1,321 | 10.45 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 4 | 6 |
