机构和基金投资人持股 - 买家
在Teledyne 技术公司中开设新头寸的主要持有者包括 道奇考克斯, DODGX - 道奇考克斯股票基金, TRULX - T. Rowe Price 美国大盘核心基金公司, COWZ - Pacer 美国现金牛 100 ETF, DODBX - 道奇考克斯平衡基金, 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级, AMF Pensionsforsakring AB, 莫兰财富管理有限责任公司, SEG Partners多空股票基金, 启发顾问有限责任公司, MVGAX - MFS 低波动性全球股票基金 A, 瑞穗证券美国有限公司, 吉布斯财富管理, 住友生命保险公司, DNLDX - 纽约梅隆银行活跃中型股基金 A 类, 西北及道德投资有限公司, 斯科特·马什金融有限责任公司, Glenmede投资管理有限公司, APUE - ActivePassive 美国股票 ETF, 和 ClearAlpha 技术公司 .
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 | 帕克沃斯财富管理有限公司 | 2 | 100.00 | 1 | |||||
| 2025-08-14 | 13F | 曼氏集团 | 28,113 | 4,127.52 | 14,403 | 4,264.24 | ||||
| 2025-08-26 | NP | CRIHX - CRM 多/空机会基金机构股票 | 5,646 | 27.94 | 2,893 | 31.69 | ||||
| 2025-07-09 | 13F | 西北及道德投资有限公司 | 2,161 | 928 | ||||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 316 | 6.40 | 162 | 9.52 | ||||
| 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 | 49 | 40.00 | 23 | 29.41 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 29 | 7.41 | 14 | 7.69 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 4,174 | 19.39 | 2,138 | 22.94 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 389 | 89.76 | 199 | 95.10 | ||||
| 2025-05-27 | NP | GFSYX - 机构战略另类基金 | 64 | 255.56 | 32 | 287.50 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 3,302 | 77.24 | 1,692 | 82.42 | ||||
| 2025-08-04 | 13F | 联合银行 | 9,403 | 3.98 | 5 | 0.00 | ||||
| 2025-06-25 | NP | ARKX - ARK 太空探索与创新 ETF | 9,574 | 23.44 | 4,462 | 12.51 | ||||
| 2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 354 | 165 | ||||||
| 2025-03-26 | NP | IETC - iShares Evolved 美国科技 ETF | 559 | 38.37 | 286 | 55.74 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 1,688 | 9.47 | 865 | 12.65 | ||||
| 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 | 13,969 | 0.38 | 6,510 | -8.52 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 14,790 | 0.98 | 7,577 | 3.95 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 10,276 | 0.88 | 5,264 | 3.85 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 10,818 | 0.53 | 5,397 | -2.63 | ||||
| 2025-07-29 | 13F | 奥布里资本管理有限公司 | 918 | 55.86 | 468 | 60.48 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 4,087,763 | 0.59 | 2,094,202 | 3.54 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 20,273 | 37.37 | 10,386 | 41.40 | ||||
| 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 | 19,776 | 5.92 | 9,216 | -3.47 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 819 | 9.93 | 408 | 17.97 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 2,085 | 82.89 | 1,038 | 134.62 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 4,907 | 4.07 | 2,448 | 0.78 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 6,915 | 3,543 | ||||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 548 | 1,270.00 | 281 | 1,373.68 | ||||
| 2025-08-08 | 13F | 财富联盟 | 1,861 | 5.02 | 953 | 8.17 | ||||
| 2025-08-08 | 13F | KBC 集团 | 5,283 | 72.82 | 3 | 100.00 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 9,299 | 4,764 | ||||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 268 | 27.01 | 137 | 30.48 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,706 | 16.53 | 3,591 | 6.21 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 1,771 | 14.11 | 907 | 17.49 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 19,161 | 9.07 | 10 | 12.50 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 362 | 12.07 | 185 | 15.63 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 600 | 307 | |||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 8,017 | 8.85 | 3,736 | -0.77 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -3,989 | 65.86 | -2,044 | 70.82 | |||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 11,545 | 1.60 | 5,915 | 4.58 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 54,135 | 51.15 | 27,734 | 55.58 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 4 | 2 | ||||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -2,817 | 334.05 | -1,443 | 346.75 | |||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 162 | 25.58 | 75 | 15.38 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 18 | 12.50 | 8 | 0.00 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 1,567 | 0.13 | 782 | -3.10 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 2 | 100.00 | 1 | |||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 2,566 | 36.93 | 1,308 | 40.84 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 185 | 95 | ||||||
| 2025-07-21 | 13F | ASR资产管理公司 | 1,839 | 60.75 | 942 | 65.55 | ||||
| 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 | 1,489 | 3.40 | 694 | -5.84 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 857 | 75.98 | 439 | 81.40 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 56,001 | 22.38 | 28,690 | 25.97 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 12,967 | 2.30 | 6,643 | 5.31 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 830 | 2.47 | 425 | 5.46 | ||||
| 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 | 1,035 | 5.61 | 530 | 8.83 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 1,840 | 2.91 | 943 | 5.96 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 54,974 | 2.25 | 28,164 | 5.25 | ||||
| 2025-08-26 | NP | QLMMIX - ClearBridge 可变中盘投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,900 | 9.56 | 7,633 | 12.78 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3 | 200.00 | 2 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 72 | 278.95 | 37 | 300.00 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 1,064 | 531 | ||||||
| 2025-06-17 | NP | MERAX - 麦迪逊中盘基金 中盘基金 A 类 | 115,546 | 8.02 | 53,848 | -1.55 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 3,797 | 2.32 | 1,945 | 5.31 | ||||
| 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 | 632 | 0.48 | 315 | -2.48 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 307 | 157 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 77,402 | 0.49 | 39,654 | 3.44 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 10 | 150.00 | 5 | 400.00 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 308 | 196.15 | 158 | 207.84 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 33,400 | 17 | ||||||
| 2025-07-14 | 13F | 农商投资公司 | 31 | 6.90 | 16 | 7.14 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 13,683 | 66.95 | 7,010 | 71.83 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,418 | 123.27 | 1,239 | 129.68 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 32 | 18.52 | 0 | |||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 745 | 25.00 | 382 | 28.72 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 13,395 | 6,862 | ||||||
| 2025-07-18 | 13F | 彭博森公司 | 1,296 | 61.80 | 664 | 66.58 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 1,852 | 287.45 | 949 | 300.00 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 28,515 | 67.92 | 14,609 | 72.86 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 23,708 | 5.47 | 12,139 | 8.55 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 1 | 1 | ||||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 1,254 | 137.95 | 642 | 145.04 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 1,203 | 27.03 | 616 | 30.79 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 1,213 | 135.53 | 1 | |||||
| 2025-08-13 | 13F | 法国外贸银行 | 8,842 | 111.58 | 4,530 | 119.32 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 651 | 46.62 | 334 | 51.36 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 40,844 | 0.81 | 20,925 | 3.77 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 6,156 | 6.93 | 2,869 | -2.55 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 56 | 3.70 | 29 | 3.70 | ||||
| 2025-03-31 | NP | SPTE - SP 基金标普全球科技 ETF | 91 | 16.67 | 47 | 31.43 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 124 | 15.89 | 64 | 18.87 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 817 | 82.37 | 419 | 88.29 | ||||
| 2025-03-20 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 25 | 13 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 610 | 313 | ||||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 1,575 | 807 | ||||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,245 | 360.04 | 5,111 | 345.90 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 1,329,667 | 2.73 | 681,202 | 5.75 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 99,714 | 3.64 | 51,084 | 6.68 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 11,989 | 7.68 | 5,587 | -1.86 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 1,196 | 80.94 | 613 | 86.59 | ||||
| 2025-08-28 | NP | KOID——KraneShares 全球类人生物和具身智能指数 ETF | 360 | 184 | ||||||
| 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 | 568,511 | 0.70 | 291,254 | 3.65 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 4,135 | 0.93 | 2,118 | 3.87 | ||||
| 2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 1,832 | 4.69 | 939 | 7.82 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 929 | 28.49 | 476 | 32.31 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 5,025 | 461.45 | 2,574 | 478.43 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 1,474 | 1.38 | 755 | 4.43 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,721 | 0.32 | 5,492 | 3.25 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\德国 | 946 | 485 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 6,275 | 840.78 | 3,215 | 871.00 | ||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,514 | 43.48 | 3,849 | 47.70 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 7,013 | 4.47 | 3,593 | 7.51 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 290 | 65.71 | 135 | 51.69 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 3,890 | 4.57 | 1,993 | 7.62 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 421 | 216 | ||||||
| 2025-08-06 | 13F | 西蒙斯银行 | 685 | 8.73 | 351 | 11.82 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 719 | 1.99 | 368 | 5.14 | ||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,305 | 346.58 | 2,148 | 332.86 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 12,584 | 6,447 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-05-27 | NP | 保诚系列基金 - SP 保诚美国新兴增长投资组合 I 类 | 7,168 | 15.33 | 3,568 | 23.68 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 49 | 390.00 | 25 | 525.00 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 1,600 | 6.81 | 820 | 9.93 | ||||
| 2025-07-11 | 13F | 鹰湾顾问有限责任公司 | 588 | 10.32 | 301 | 13.58 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 210 | 5.53 | 108 | 8.08 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 24,902 | 8.96 | 12,423 | 5.54 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 1,481 | 7.32 | 759 | 10.50 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 479 | 245 | ||||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 1,906 | 1.87 | 976 | 4.83 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 3,805 | 5.78 | 1,949 | 8.88 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 41,155 | 4.96 | 21,084 | 9.03 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 1,225 | 6.80 | 571 | -2.73 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 388 | 199 | ||||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 1 | 1 | ||||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 1,708,833 | 0.83 | 875,450 | 4.25 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 708 | 7.76 | 353 | 4.44 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 29,549 | 0.63 | 15,138 | 3.58 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 290 | 297.26 | 149 | 311.11 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 10,351 | 20.21 | 5 | 25.00 | ||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 429,295 | 2.36 | 214,158 | -0.85 | ||||
| 2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 4,651 | 13.72 | 2,320 | 10.16 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 1,469,930 | 0.72 | 753,060 | 3.67 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 693 | 355 | ||||||
| 2025-06-30 | NP | COWZ - Pacer 美国现金牛 100 ETF | 168,560 | 78,554 | ||||||
| 2025-08-18 | NP | HNMDX - HEARTLAND 中型价值基金机构级 | 50,252 | 2.07 | 25,745 | 5.06 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 5,520 | 10.00 | 2,828 | 13.72 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 13,690 | 241.06 | 7,014 | 251.18 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 37,860 | 1.94 | 19,396 | 4.93 | ||||
| 2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 2,693 | 1.81 | 1,255 | -7.17 | ||||
| 2025-07-28 | NP | VMSGX - 中型股战略增长基金 | 20,105 | 7.58 | 10,030 | 4.20 | ||||
| 2025-07-30 | 13F | 道德公司 | 4,758 | 1.34 | 2,425 | 3.68 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,249 | 7.58 | 582 | -1.85 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 3 | 2 | ||||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 892 | 43.41 | 457 | 47.57 | ||||
| 2025-08-14 | NP | FLDFX - 平衡基金零售类 | 37 | 19 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 234 | 8.84 | 120 | 11.21 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 44,977 | 232.89 | 23 | 283.33 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11 | 22.22 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 10,912 | 5,590 | ||||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 701 | 102.60 | 350 | 102.91 | ||||
| 2025-08-13 | 13F | 第1832章 | 78,375 | 4.97 | 40,152 | 8.05 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 29,400 | 2.07 | 15 | 7.14 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 526 | 7.57 | 290 | 28.32 | ||||
| 2025-07-21 | 13F | 111资本 | 1,021 | 39.67 | 523 | 44.08 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 1,443 | 147.51 | 739 | 154.83 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 1,558 | 1.63 | 726 | -7.28 | ||||
| 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 | 86,476 | 0.72 | 43,139 | -2.44 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 175 | 15.89 | 90 | 18.67 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 5,596 | 4.11 | 2,867 | 7.14 | ||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,484 | 2.29 | 1,738 | -0.91 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 123 | 2.50 | 63 | 6.78 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 7,246 | 15.75 | 3,712 | 19.17 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -6,433 | 73.63 | -3,296 | 103.27 | |||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 1,203 | 6.27 | 561 | -3.11 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -628 | -10.41 | -322 | -7.76 | |||
| 2025-08-14 | 13F | 道富银行 | 2,143,419 | 2.24 | 1,098,095 | 5.24 | ||||
| 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 | -4,600 | -98 | |||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 10 | 5 | ||||||
| 2025-08-06 | 13F | 南州公司 | 4 | 100.00 | 2 | |||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 1,494 | 0.81 | 765 | 3.80 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 1,145 | 37.29 | 587 | 41.45 | ||||
| 2025-08-27 | NP | 北约 - 主题 跨大西洋防御 ETF | 882 | 86.47 | 452 | 91.91 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 1,130 | 8.86 | 527 | -0.75 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 3,574 | 0.85 | 1,831 | 3.80 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 11,700 | 1.14 | 5,453 | -7.83 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 2,841 | 20.74 | 1,455 | 24.25 | ||||
| 2025-08-25 | NP | VKSAX - Virtus KAR 中小型核心基金 A 类 | 150,842 | 2.30 | 77,278 | 5.30 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 1,869 | 236.15 | 958 | 246.74 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 175,236 | 46.03 | 89,775 | 50.31 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 604 | 26.89 | 309 | 30.93 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 199 | 2.05 | 102 | 4.12 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 11,757 | 6,023 | ||||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 9,164 | 4,695 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 11,193 | 9.69 | 5,734 | 12.92 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 5,846 | 69.40 | 2,996 | 74.49 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 3,808 | 1,951 | ||||||
| 2025-08-28 | NP | DODBX - 道奇考克斯平衡基金 | 96,400 | 49,387 | ||||||
| 2025-08-13 | 13F | 马伦资本有限责任公司 | 308,900 | 4.66 | 158,253 | 7.73 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 5,576 | 2,857 | ||||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 184,956 | 0.31 | 94,755 | 3.25 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 7,281 | 159.48 | 3,730 | 167.19 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 250 | 614.29 | 128 | 652.94 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 533 | 64.51 | 272 | 69.38 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 694 | 356 | ||||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 905 | 2.84 | 422 | -6.24 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 3,232 | 1,656 | ||||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 14 | 600.00 | 7 | |||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 1,342 | 1.82 | 688 | 4.89 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 3,117 | 179.55 | 1,597 | 188.09 | ||||
| 2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 1,960 | 9.19 | 1,004 | 12.43 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 604 | 8.05 | 309 | 11.15 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 48,800 | 25,001 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 11,492 | 7.84 | 5,887 | 10.99 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 13,032 | 7.19 | 6,676 | 10.33 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 592 | 303 | ||||||
| 2025-07-29 | NP | JDERX - PGIM JENNISON 中型股成长基金 R 级 | 49,939 | 16.49 | 24,913 | 12.84 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 2 | 1 | ||||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 123 | 0 | ||||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 168 | 3.70 | 86 | 7.50 | ||||
| 2025-07-30 | 13F | 方舟投资管理有限公司 | 31,879 | 7.04 | 16,332 | 10.17 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 3,017 | 51.08 | 1,505 | 46.40 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 2,019 | 9.73 | 1,034 | 13.01 | ||||
| 2025-05-29 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 2,218 | 1,104 | ||||||
| 2025-08-13 | 13F | 道奇考克斯 | 1,497,740 | 767,307 | ||||||
| 2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 372,567 | 2.48 | 190,870 | 5.49 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 389,326 | 4.30 | 199,449 | 7.37 | ||||
| 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 | 67,049 | 8.64 | 33,448 | 5.23 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 314 | 6.44 | 161 | 17.52 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 325 | 0.62 | 166 | 3.75 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50,550 | 2.76 | 25,897 | 5.78 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 508 | 6.05 | 260 | 9.24 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 74,681 | 2.85 | 38,260 | 5.86 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 597 | 4.55 | 330 | 24.62 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 1,734 | 2.24 | 888 | 5.21 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 287,405 | 0.06 | 147,240 | 3.00 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 166 | 27.69 | 85 | 32.81 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 21,350 | 1.33 | 10,938 | 4.30 | ||||
| 2025-08-07 | 13F | 莱克瑞奇财富管理有限责任公司 | 601 | 0.17 | 308 | 3.02 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 19 | 111.11 | 10 | 125.00 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 30,817 | 1.95 | 14,362 | -7.08 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 503 | 66.01 | 258 | 71.33 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 744 | 8.30 | 381 | 11.73 | ||||
| 2025-06-27 | NP | RUNN - RUNNING OAK 高效增长 ETF | 12,797 | 12.90 | 6,384 | 9.35 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 12,201 | 86.62 | 6,251 | 92.07 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 141,718 | 7.84 | 72,604 | 11.00 | ||||
| 2025-08-26 | NP | CRIMX - CRM 中型股价值基金机构 | 19,311 | 1.92 | 9,893 | 4.91 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 8,700 | 6.10 | 4,457 | 9.21 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 138 | 6.98 | 0 | |||||
| 2025-07-23 | 13F | Klp资本管理公司 | 50,040 | 101.45 | 25,636 | 107.35 | ||||
| 2025-07-24 | NP | CMGIX - 贝莱德中盘成长股票投资组合机构 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 | 115,188 | 1,174.63 | 57,463 | 1,501.95 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 663,864 | 29.85 | 340,104 | 33.66 | ||||
| 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 | 2 | 1 | ||||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 1,381 | 398.56 | 708 | 525.66 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 152 | 2.01 | 78 | 4.05 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 52,233 | 6.48 | 26,760 | 9.61 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 120 | 81.82 | 61 | 90.63 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 45,240 | 0.01 | 23,177 | 2.94 | ||||
| 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 | 46,935 | 2.71 | 23,414 | -0.52 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 11,014 | 1.83 | 5,133 | -7.20 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 10,389 | 16.51 | 5,716 | 28.77 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 1,799 | 9.16 | 922 | 20.55 | ||||
| 2025-03-26 | NP | GUNZ-塔特尔资本自卫指数 ETF | 65 | 96.97 | 33 | 120.00 | ||||
| 2025-07-25 | 13F | 养老金保障基金委员会 | 2,900 | 1,350.00 | 1,486 | 1,400.00 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 8,642 | 4.98 | 4,427 | 8.05 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 15,517 | 8.85 | 7,950 | 12.04 | ||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 8,579 | 3.11 | 4,395 | 6.16 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 471 | 10.05 | 220 | 0.46 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 709 | 3.65 | 363 | 6.76 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 14,202 | 150.74 | 7,276 | 158.07 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 324,063 | 2.58 | 166,021 | 5.59 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 333 | 6.73 | 171 | 9.68 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 1,218 | 776.26 | 624 | 816.18 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 3,421 | 21.87 | 1,753 | 25.41 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 1,637 | 8.41 | 817 | 5.02 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 1,767 | 20.45 | 881 | 16.69 | ||||
| 2025-06-27 | NP | KMID - Virtus KAR 中型 ETF | 2,200 | 48.15 | 1,025 | 35.05 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 1,639 | 0.49 | 840 | 3.45 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 138 | 33.98 | 71 | 37.25 | ||||
| 2025-08-14 | 13F | Xponance公司 | 6,347 | 3.96 | 3,252 | 7.01 | ||||
| 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 | 16,990 | 23.21 | 8,704 | 26.83 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 73 | 17.74 | 37 | 23.33 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 452 | 1.80 | 232 | 5.00 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 453 | 20.16 | 232 | 24.06 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 592 | 27.86 | 303 | 31.74 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 1,781 | 3.13 | 912 | 6.17 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 24,450 | 1.17 | 12,526 | 4.13 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 78 | 52.94 | 40 | 56.00 | ||||
| 2025-08-13 | 13F | 艾恩伍德投资管理有限公司 | 2,902 | 1.11 | 1,487 | 4.06 | ||||
| 2025-07-23 | NP | CFSLX - 专栏小型股基金 | 825 | 5.36 | 412 | 1.99 | ||||
| 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 | 3 | 50.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 78,947 | 8.20 | 40,445 | 11.37 | ||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,753 | 336.98 | 1,373 | 323.77 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 20 | 11 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 31,553 | 16.63 | 16 | 23.08 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 284 | 4.41 | 145 | 7.41 | ||||
| 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 | 71,765 | 6.98 | 35,801 | 3.62 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 10,549 | 10.98 | 5,250 | 19.02 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 72,325 | 10.25 | 37,053 | 13.49 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 381,805 | 4.48 | 195,603 | 7.54 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 587,972 | 0.74 | 293,316 | -2.42 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 721 | 20.17 | 336 | 9.80 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 51 | 75.86 | 26 | 85.71 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 40,844 | 30.07 | 20,375 | 25.99 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 15,868 | 8,129 | ||||||
| 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 | 6,091 | 12.38 | 3,039 | 8.85 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 479 | 18.27 | 245 | 21.89 | ||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 408 | 209 | ||||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 10,056 | 0.41 | 5,152 | 3.35 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 1,756 | 900 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 2,412 | 15.08 | 1,203 | 11.49 | ||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 481 | 246 | ||||||
| 2025-08-14 | 13F | 帕文资产管理有限公司 | 160 | 6.67 | 82 | 9.46 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 15,298 | 22.19 | 7,837 | 25.77 | ||||
| 2025-08-13 | 13F | 温室基金有限责任合伙公司 | 125,765 | 28.98 | 64,431 | 32.76 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 368 | 7.92 | 171 | -1.72 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 3,197 | 7.28 | 1,766 | 28.08 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 5 | 400.00 | 3 | |||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,053 | 8.89 | 30,253 | 12.09 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 776 | 3.19 | 398 | 6.15 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 26,046 | 20.70 | 13,344 | 24.24 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 5 | 66.67 | 0 | |||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 1,038 | 25.82 | 532 | 29.51 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 9,119 | 22.04 | 4,672 | 25.63 | ||||
| 2025-07-25 | 13F | 捍卫者资本有限责任公司。 | 34,536 | 5.74 | 17,693 | 16.72 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 97,035 | 5.28 | 49,712 | 8.37 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 1,008 | 13.13 | 503 | 9.61 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 147 | 28.95 | 75 | 33.93 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 14 | 7.69 | 7 | 16.67 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 3,670 | 0.71 | 1,827 | 7.98 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 418 | 214 | ||||||
| 2025-08-28 | NP | DODGX - 道奇考克斯股票基金 | 1,133,700 | 580,806 | ||||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 7,349 | 2.58 | 3,765 | 5.58 | ||||
| 2025-07-15 | 13F | RVW 财富有限责任公司 | 556 | 2.39 | 285 | 5.19 | ||||
| 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 | 103,126 | 1.09 | 48,060 | -7.87 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 83,727 | 54.97 | 42,894 | 59.52 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 2,515 | 23.53 | 1,288 | 27.15 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 34,807 | 2.44 | 17,831 | 5.45 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 30,969 | 6.04 | 14,432 | -3.35 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 494 | 246 | ||||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 4,704 | 1.23 | 2,410 | 4.20 | ||||
| 2025-08-13 | 13F | 挪威银行 | 620,690 | 317,986 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9,083 | 16.94 | 4,647 | 20.55 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 32 | 16 | ||||||
| 2025-07-31 | 13F | R平方有限公司 | 830 | 425 | ||||||
| 2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 22,509 | 90.42 | 11,532 | 96.01 | ||||
| 2025-08-26 | NP | NOLVX - 北方大盘价值基金 | 33 | 17 | ||||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 26,714 | 320.63 | 13,686 | 333.07 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 2,463 | 5.57 | 1,262 | 8.61 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 46,914 | 0.56 | 24,035 | 3.51 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 15,155 | 0.76 | 7,764 | 3.73 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 5,992 | 7.11 | 3,070 | 10.24 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 800 | 33.33 | 0 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 499 | 0.40 | 256 | 3.24 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,590 | 1.96 | 4,401 | 4.94 | ||||
| 2025-06-30 | NP | VMNVX - 先锋全球最低波动性基金 Admiral Shares | 863 | 402 | ||||||
| 2025-07-24 | 13F | 本森投资管理公司 | 10,938 | 5,604 | ||||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 18,376 | 0.55 | 9,414 | 3.51 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 40,811 | 0.04 | 21 | 0.00 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 4,073 | 4.46 | 1,898 | -4.77 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,310 | 70.57 | 671 | 75.65 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 715 | 2.14 | 394 | 20.55 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 1,104 | 4.74 | 566 | 7.82 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 1,826 | 935 | ||||||
| 2025-07-29 | 13F | 戈德斯坦顾问有限责任公司 | 405 | 207 | ||||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 2,456 | 1,258 | ||||||
| 2025-07-23 | NP | CFMSX - 中盘精选基金栏 | 67,507 | 7.11 | 33,677 | 3.75 | ||||
| 2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 20,031 | 12.78 | 10,262 | 16.10 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 22,801 | 16.44 | 11,681 | 19.85 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 8 | 4 | ||||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 2,463 | 23.83 | 1,262 | 27.50 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 4,769 | 272.58 | 2,443 | 283.52 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 187 | 1,338.46 | 93 | 1,450.00 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 574 | 23.97 | 0 | |||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 316 | 119.44 | 162 | 126.76 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 157,495 | 32.40 | 80,686 | 36.28 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 4,250 | 0.28 | 2,120 | -2.84 | ||||
| 2025-08-05 | 13F | 住友生命保险公司 | 2,275 | 1,166 | ||||||
| 2025-08-07 | 13F | 中央信托公司 | 79 | 9.72 | 40 | 14.29 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 604 | 5.78 | 309 | 16.60 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 47,219 | 25.88 | 24,191 | 29.57 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 25 | 4.17 | 13 | 9.09 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 3,783 | 16.90 | 1,942 | 20.56 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 82 | 51.85 | 42 | 61.54 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 253,564 | 0.62 | 129,903 | 3.57 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 35,016 | 7.54 | 17,939 | 10.70 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 27,290 | 9.51 | 13,981 | 12.71 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 1,041 | 60.90 | 533 | 65.53 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 46 | 48.39 | 23 | 46.67 | ||||
| 2025-08-14 | NP | FLDGX - 动态配置基金零售类 | 35 | 18 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 55,899 | 894.29 | 28,638 | 923.48 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 406 | 13.41 | 208 | 16.29 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 3,602 | 7.04 | 1,793 | 14.80 | ||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 6,141 | 3,146 | ||||||
| 2025-07-28 | 13F | Nvest金融有限责任公司 | 1,634 | 1.30 | 837 | 4.36 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 803 | 401 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 12,313 | 12.12 | 5,738 | 2.19 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 2,343 | 14.85 | 1,213 | 19.51 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 8 | 14.29 | 4 | 33.33 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 6,436 | 3.67 | 3,297 | 6.73 | ||||
| 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 | 21,292 | 1.27 | 9,923 | -7.70 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 559 | 12.25 | 286 | 15.79 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国价值基金 | 243 | 94.40 | 124 | 100.00 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 17 | 9 | ||||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 597 | 306 | ||||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 1,049 | 3.66 | 537 | 6.76 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 2,349 | 3.48 | 1,201 | 6.95 | ||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 65 | 51.16 | 33 | 57.14 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 40,861 | 3.61 | 20,933 | 6.64 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 1,979 | 40.45 | 1 | |||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 4,381 | 1.51 | 2,042 | -7.48 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 85 | 193.10 | 44 | 207.14 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 2,957 | 1,515 | ||||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 17,300 | 1.76 | 9 | 0.00 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 318 | 2.58 | 163 | 5.19 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 1,617 | 23.91 | 754 | 12.89 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 1,242,610 | 2.34 | 635,107 | 5.32 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 1,440 | 0.70 | 671 | -8.21 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 3,439 | 1,762 | ||||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 27,803 | 14.11 | 14 | 16.67 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 2,877 | 58.25 | 1,474 | 62.94 | ||||
| 2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 73,132 | 13.36 | 37,466 | 16.68 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 353,552 | 1.01 | 164,766 | -7.93 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 614 | 8.10 | 315 | 11.35 | ||||
| 2025-06-27 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 3,500 | 4.17 | 1,631 | -5.06 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 720 | 369 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 78,105 | 24.89 | 40,014 | 28.56 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 2,618 | 1 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 2,572 | 74.97 | 1,318 | 118.05 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 1,776 | 910 | ||||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,861 | 0.48 | 13,400 | -2.68 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 803 | 3.88 | 411 | 7.03 | ||||
| 2025-05-30 | NP | PRSCX - T. Rowe Price 科学技术基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 87,700 | 13.80 | 43,649 | 29.42 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 27 | 8.00 | 14 | 8.33 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 1,698 | 870 | ||||||
| 2025-07-22 | 13F | 运行橡树资本有限责任公司 | 32,658 | 4.43 | 16,731 | 7.49 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 685 | 351 | ||||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -61 | -31 | |||||
| 2025-07-24 | NP | FBOT - 富达颠覆性自动化 ETF | 2,636 | 13.52 | 1,315 | 9.96 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 1,257 | 644 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 10 | 5 | ||||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 13,556 | 0.47 | 6,763 | -2.69 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 3,153 | 22.49 | 1,615 | 26.07 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 17,877 | 2.80 | 9,159 | 5.81 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 2,078 | 9.54 | 1,065 | 12.71 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 430 | 29.91 | 215 | 25.88 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 2,507 | 1,284 | ||||||
| 2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 3,176 | 1,627 | ||||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 1,185 | 9.22 | 591 | 5.91 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,648 | 8.65 | 5,811 | 5.23 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 17,496 | 7.36 | 8,963 | 10.52 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 153,969 | 5.43 | 71,754 | -3.91 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 701 | 359 | ||||||
| 2025-07-25 | 13F | CWM有限公司 | 677 | 1.50 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 760 | 6.29 | 354 | -3.01 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 2,133 | 1,093 | ||||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 105 | 1.94 | 54 | 3.92 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 145 | 184.31 | 68 | 157.69 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 12,889 | 1.43 | 6,603 | 4.41 | ||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 813 | 218.82 | 417 | 230.16 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 10 | 25.00 | 5 | 66.67 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 1,062 | 6.41 | 544 | 9.68 | ||||
| 2025-05-29 | NP | JAFSX - 科学技术信托资产净值 | 9,600 | 11.63 | 4,778 | 26.97 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 210 | 18.64 | 108 | 27.06 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 1,582 | 0.83 | 810 | 3.85 | ||||
| 2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 33,073 | 1.75 | 16,944 | 4.74 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 2,252 | 4.84 | 1,154 | 7.86 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 7 | 3 | ||||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 3,661 | 2.26 | 2 | 0.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 1,842 | 0.82 | 944 | 3.74 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 665 | 19.18 | 341 | 22.74 | ||||
| 2025-08-14 | 13F | 选择股权集团，有限合伙人 | 426,837 | 7.12 | 218,673 | 10.26 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -12,706 | 159.09 | -6,509 | 166.76 | |||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 752 | 385 | ||||||
| 2025-08-26 | NP | DNLDX - 纽约梅隆银行活跃中型股基金 A 类 | 2,178 | 1,116 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 4,967 | 2,315 | ||||||
| 2025-07-21 | 13F | 乐凯资产管理有限公司 | 1,578 | 808 | ||||||
| 2025-08-14 | 13F | 范埃克联合公司 | 1,702 | 4.10 | 1 | |||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 1,597 | 9.76 | 818 | 12.98 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州财富建立基金标准级 | 1,204 | 4.33 | 617 | 7.32 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 7 | 4 | ||||||
| 2025-08-21 | NP | VLIFX - 专注于价值线中型股的基金公司 | 93,000 | 17.42 | 47,645 | 20.87 | ||||
| 2025-08-26 | NP | TRULX - T. Rowe Price 美国大盘核心基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 320,314 | 164,100 | ||||||
| 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 | 4,568 | 2.51 | 2,340 | 5.55 | ||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 1,850 | 13.08 | 923 | 9.50 | ||||
| 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 | 16,629 | 1.66 | 8,519 | 4.64 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 5,508 | 242.32 | 2,822 | 252.63 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 562 | 1.26 | 288 | 3.99 | ||||
| 2025-06-26 | NP | SEG Partners多空股票基金 | 3,619 | 1,687 | ||||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 6,238 | 8.83 | 2,907 | -0.78 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 1,741 | 892 | ||||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 1,099 | 2.14 | 563 | 5.23 | ||||
| 2025-04-25 | 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 | 4,315 | 2,222 | ||||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 23,114 | 81.00 | 11,842 | 86.33 | ||||
| 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 | 65,830 | 15.08 | 33,725 | 18.46 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 6,253 | 51.04 | 3,203 | 55.49 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 13,569 | 7.10 | 6,952 | 10.25 | ||||
| 2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 28 | 7.69 | 13 | 0.00 | ||||
| 2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 3,271 | 1,632 | ||||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -32,810 | 267.25 | -16,809 | 278.05 | |||
| 2025-08-14 | 13F | 农林中金银行 | 2,459 | 7.47 | 1,260 | 10.63 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 80,597 | 0.76 | 41,291 | 3.72 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 62 | 3.33 | 31 | 0.00 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 10,691 | 0.96 | 5,477 | 3.93 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 3,916 | 1.21 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 40,384 | 0.55 | 20,690 | 3.50 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 557 | 20.82 | 285 | 24.45 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,039 | 9.39 | 950 | -0.31 | ||||
| 2025-08-14 | 13F | ClearAlpha 技术公司 | 1,602 | 821 | ||||||
| 2025-08-14 | 13F | 希尔顿资本管理有限责任公司 | 7,472 | 10.52 | 3,828 | 13.73 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 23,253 | 11,913 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 3,007 | 0.27 | 1,401 | -8.61 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 1,508,057 | 1.75 | 772,593 | 4.74 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 200 | 9.89 | 93 | 0.00 | ||||
| 2025-08-26 | NP | WCMAX - WCM 专注于中型基金机构类别股票 | 264 | 23.36 | 135 | 27.36 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | Short | -84 | -45.81 | -42 | -48.10 | |||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 1,034,307 | 2.54 | 529,886 | 5.55 | ||||
| 2025-08-08 | 13F | 安联保险 | 3,602 | 11.93 | 1,845 | 15.24 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 19,650 | 2,365.50 | 10,067 | 2,441.92 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 76,694 | 0.44 | 39,291 | 3.38 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 1,526 | 13.04 | 782 | 16.39 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 21 | 10.53 | 11 | 11.11 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 10 | 5 | ||||||
| 2025-08-12 | 13F | APG 资产管理公司 | 27,558 | 3.36 | 12,027 | -2.10 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 24,773 | 1.27 | 12,691 | 4.25 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 82,649 | 582.03 | 42,342 | 602.06 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 44,525 | 2.15 | 22,811 | 5.15 | ||||
| 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 | 8,211 | 4.99 | 4,207 | 8.07 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 156 | 3.31 | 80 | 5.33 | ||||
| 2025-08-08 | 13F | 创意策划 | 6,173 | 6.45 | 3,162 | 9.56 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 621 | 18.97 | 318 | 22.78 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 2,856 | 5.93 | 1,425 | 2.59 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 138,475 | 3.97 | 70,942 | 7.02 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 1,262 | 0.72 | 647 | 3.69 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 728 | 17.23 | 373 | 20.39 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 552 | 8.66 | 275 | 5.36 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 561 | 287 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 274 | 2.24 | 140 | 5.26 | ||||
| 2025-08-27 | NP | BOTT - 主题机器人与自动化 ETF | 51 | 24.39 | 26 | 30.00 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 123,552 | 14.83 | 63,297 | 18.20 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 2 | 1 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -40 | -20 | |||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 27,185 | 3.43 | 13,927 | 6.47 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 2,127 | 7.26 | 1 | |||||
| 2025-08-14 | NP | BSVSX - 贝雅小型价值基金投资者类别 | 4,178 | 27.88 | 2,140 | 31.61 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 89,738 | 14.79 | 44,767 | 11.19 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 260 | 5.69 | 133 | 18.75 | ||||
| 2025-08-11 | 13F | 日兴资产管理美洲公司 | 10,782 | 26.88 | 5,521 | 30.53 | ||||
| 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 | 141 | 22.61 | 66 | 12.07 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 3,300 | 94.12 | 1,691 | 99.76 | |||
| 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 | 5,702 | 7.77 | 2,844 | 4.41 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 2,016 | 4.35 | 1,033 | 7.39 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 5,258 | 18.93 | 2,623 | 15.25 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 1,489 | 3.84 | 763 | 6.87 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 13,900 | 52.75 | 7,121 | 57.23 | |||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 7,995 | 0.93 | 3,726 | -8.02 | ||||
| 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 | 11,511 | 1.49 | 5,364 | -7.50 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 27,315 | 5.65 | 13,994 | 8.75 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 2,776 | 4.52 | 1,422 | 7.65 | ||||
| 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 | 895 | 2.40 | 417 | -6.50 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 422,240 | 62.55 | 216,318 | 67.32 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 1,302 | 1.88 | 1 | |||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -68 | -35 | |||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 940 | 1.51 | 438 | -7.40 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 734 | 17.63 | 366 | 14.02 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 1,493 | 8.27 | 765 | 11.37 | ||||
| 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 | 15,888 | 2.60 | 7,404 | -6.48 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 38,362 | 0.17 | 19,653 | 3.11 | ||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 1,905 | 976 | ||||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 200,909 | 23,343.29 | 102,928 | 24,061.27 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 110 | 0.92 | 56 | 3.70 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 1,253 | 1.38 | 642 | 4.23 | ||||
| 2025-08-14 | 13F | 民兵资本合伙公司 | 800 | 410 | ||||||
| 2025-05-29 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 2,417 | 1,203 | ||||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 3 | 1 | ||||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 70 | 14.75 | 36 | 16.67 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 16 | 14.29 | 8 | 33.33 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 690 | 8.66 | 353 | 11.71 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 7,592 | 0.42 | 3,889 | 3.38 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -96 | 12.94 | -49 | 32.43 | |||
| 2025-08-08 | 13F | 维斯特科公司 | 2,319 | 150.97 | 1 | |||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 895 | 46.72 | 459 | 51.16 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 4 | 2 | ||||||
| 2025-07-30 | 13F | 福格尔资本管理公司 | 7,322 | 5.32 | 3,751 | 8.41 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 15,054 | 0.95 | 7,712 | 3.92 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 643 | 329 | ||||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 1,357 | 5.52 | 754 | 28.01 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 5,841,524 | 2.15 | 2,992,671 | 5.15 | ||||
| 2025-08-04 | 13F | 穆迪奥尔德里奇合伙公司 | 886 | 23.92 | 454 | 27.61 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 7,931 | 4,063 | ||||||
| 2025-07-28 | 13F | 港口投资公司 | 39 | 8.33 | 20 | 11.76 | ||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 21,209 | 2.69 | 10,866 | 5.70 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 33,556 | 0.67 | 17,191 | 3.63 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 1,978 | 1.85 | 922 | -7.25 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 1,638 | 817 | ||||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 21 | 10.53 | 10 | 0.00 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 22 | 10.00 | 10 | 0.00 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 257 | 1,185.00 | 120 | 1,090.00 | ||||
| 2025-07-29 | 13F | WCM投资管理有限公司 | 4,703 | 12.40 | 2,397 | 15.63 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 512 | 262 | ||||||
| 2025-08-12 | 13F | EULAV资产管理 | 93,000 | 17.42 | 47,645 | 20.87 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 42,854 | 4.45 | 21,937 | 7.49 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 650 | 30.00 | 333 | 34.27 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 4,260 | 59.97 | 2,111 | 81.90 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 694 | 21.12 | 356 | 24.56 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 186,418 | 30.96 | 96 | 35.71 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 590 | 6.69 | 302 | 9.82 | ||||
| 2025-08-14 | NP | FLMFX - MUIRFIELD FUND 零售类 | 316 | 162 | ||||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 13 | 18.18 | 6 | 20.00 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 4,187 | 2,163.24 | 2,145 | 2,581.25 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 21,715 | 2.49 | 11 | 10.00 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 68 | 3.03 | 34 | 0.00 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 中小盘核心 VIP 基金 | 8,224 | 1.96 | 4,213 | 4.96 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 217 | 101 | ||||||
| 2025-08-14 | 13F | TCW集团公司 | 18,485 | 0.08 | 9,470 | 3.02 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 7,910 | 399.68 | 4 | |||||
| 2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 714 | 3.03 | 366 | 6.10 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 441 | 206 | ||||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 174,685 | 10.33 | 89 | 14.10 | ||||
| 2025-08-12 | 13F | 哈特兰顾问公司 | 57,203 | 1.24 | 29,306 | 4.20 | ||||
| 2025-08-26 | NP | MADE - iShares 美国制造业 ETF | 786 | 62.73 | 403 | 67.50 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 431 | 584.13 | 221 | 609.68 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 56 | 29 | ||||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 16 | 23.08 | 8 | 33.33 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 1,416 | 25.09 | 725 | 28.77 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 11,454 | 7.02 | 5,868 | 10.16 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 10 | 11.11 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | BTG Pactual SA 银行 | 1,500 | 85.87 | 768 | 91.52 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 162,125 | 3.64 | 83,058 | 6.68 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 428 | 219 | ||||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 4,862 | 622.44 | 2,491 | 645.51 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 881 | 451 | ||||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 8,883 | 3.47 | 4,551 | 6.51 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 374 | 3.60 | 192 | 6.70 | ||||
| 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 | 23,822 | 0.78 | 12,204 | 3.74 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 1,428 | 732 | ||||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 19 | 375.00 | 10 | 800.00 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 44 | 23 | ||||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 868 | 9.46 | 445 | 12.69 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 118 | 32.58 | 60 | 36.36 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 2 | 1 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 608,346 | 2.59 | 311,662 | 5.60 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 7,124 | 6.93 | 3,554 | 3.56 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 29,062 | 24.47 | 14,889 | 28.12 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 1 | 1 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 54,267 | 2.42 | 27,802 | 5.42 | ||||
| 2025-07-15 | 13F | 科维亚金融 | 45,310 | 56.24 | 23,213 | 60.83 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 377,469 | 6.26 | 193,383 | 9.38 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 152 | 78 | ||||||
| 2025-08-05 | 13F | Versor投资有限公司 | 902 | 12.61 | 462 | 16.08 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 479 | 245 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -32 | -16 | |||||
| 2025-08-14 | 13F | 塞伊投资公司 | 383,219 | 1.59 | 196,326 | 4.57 | ||||
| 2025-08-11 | 13F | 赖斯霍尔詹姆斯联合有限公司 | 1,809 | 1.29 | 927 | 4.28 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 600 | 20.00 | 307 | 23.79 | |||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 3,220 | 8.09 | 1,646 | 31.05 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 63,599 | 378.94 | 32,582 | 392.99 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 10 | 5 | ||||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 8,210 | 1.99 | 3,826 | -7.05 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 13,689 | 1.57 | 7,013 | 4.56 | ||||
| 2025-06-26 | NP | SMCO - 希尔顿中小型股机会 ETF | 5,182 | 20.34 | 2,415 | 9.68 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 104,287 | 53,427 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 2,300 | 91.67 | 1,178 | 97.32 | |||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 1,118 | 5.87 | 556 | 6.12 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 11,400 | 50.00 | 5,840 | 54.42 | |||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 2 | 1 | ||||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 770 | 394 | ||||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 20 | 10 | ||||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 225,111 | 1.17 | 115,326 | 4.13 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 1,350 | 228.47 | 692 | 238.73 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 415,189 | 1.26 | 212,705 | 4.23 | ||||
| 2025-08-26 | NP | TMSL - T. Rowe 价格中小型股 ETF | 11,535 | 26.73 | 5,909 | 30.44 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 34,424 | 5.31 | 17,636 | 8.40 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 16,096 | 3.29 | 8,246 | 6.32 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 2,500 | 67.00 | 1,281 | 71.81 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 119 | 72.46 | 59 | 68.57 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 2,259 | 4.39 | 1,157 | 7.43 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 230 | 118 | ||||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 121 | 62 | ||||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 33,945 | 17,390 | ||||||
| 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 | 176 | 107.06 | 90 | 114.29 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 18 | 100.00 | 9 | 125.00 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 18,671 | 9,565 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 924 | 43.26 | 473 | 47.35 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 2,355 | 4.85 | 1,206 | 7.68 |
