机构和基金投资人持股 - 买家
在信托金融公司中开设新头寸的主要持有者包括 夏皮罗资本管理有限公司, 声音观察资本有限责任公司, PVFYX - 胜利先锋核心股票基金Y类, PCEQX - 胜利先锋股票收益基金C类, PCGRX - 胜利先锋中型股价值基金A类, 中西部信托公司, Horizon Funds - Centre American Select Equity Fund 投资者类别, 格兰特私人财富管理公司, 穆巴达拉投资公司 PJSC, 瑞穗证券美国有限公司, 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级, MXMVX - Great-West 中盘价值基金投资者类别, 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF, CMJAX - Calvert 美国中盘核心责任指数基金 A 类, SHXIX - 美国灯塔夏皮罗股票机会基金机构类别, 沃尔特拉技术有限公司, OFVIX - O'Shaughnessy 市场领导者价值基金 I 类, Glenmede投资管理有限公司, VM 曼宁公司, 和 沃尔特拉技术有限公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 21,806 | 22.09 | 937 | 27.66 | ||||
| 2025-03-11 | 13F | Anchor Pointe 财富管理有限责任公司 | 4,960 | 215 | ||||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 38,411 | 4.94 | 1,651 | 9.63 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 493,374 | 14.13 | 21,189 | 19.46 | ||||
| 2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 29,783 | 9.34 | 1,280 | 14.29 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 291,525 | 1.18 | 13 | 9.09 | ||||
| 2025-08-07 | 13F | 第一达拉斯证券公司 | 9,675 | 21.53 | 416 | 26.52 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 中型价值基金初始类别 | 109,252 | 0.94 | 4,697 | 5.46 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 696 | 30 | ||||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 9,890 | 379 | ||||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 157,700 | 87.29 | 6,780 | 95.70 | |||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 229 | 0.44 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 238,200 | 29.60 | 10,240 | 35.40 | |||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 83,500 | 513.97 | 3,590 | 542.04 | |||
| 2025-08-13 | 13F | 鼎石金融集团 | 8,665 | 30.44 | 372 | 36.26 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 351,014 | 4.04 | 15,090 | 8.69 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 65,749 | 38.07 | 2,521 | 11.16 | ||||
| 2025-07-21 | 13F | 轩尼诗顾问公司 | 36,500 | 12.31 | 1,569 | 17.35 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 307,119 | 13,203 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 165,271 | 20.46 | 7,105 | 25.86 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 105,200 | 378.18 | 4,523 | 399.67 | |||
| 2025-08-14 | 13F | USS投资管理有限公司 | 206,926 | 2.96 | 8,895 | 7.55 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 3,487 | 2.26 | 150 | 6.43 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 4,704 | 6.38 | 0 | |||||
| 2025-08-14 | 13F | 加州教师退休制度 | 2,062,282 | 1.55 | 88,658 | 6.09 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 6,399 | 0.42 | 275 | 4.96 | ||||
| 2025-08-14 | 13F | Deprince Race 和 Zollo Inc | 669,533 | 20.01 | 28,783 | 25.38 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 13,411 | 0.01 | 577 | 4.54 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,245,630 | 0.54 | 53,550 | 5.04 | ||||
| 2025-07-15 | 13F | 爱国者投资管理公司 | 10,077 | 433 | ||||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 9,869 | 1.71 | 424 | 6.27 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 265,200 | 54.82 | 11,401 | 61.75 | |||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 31,075 | 2.82 | 1,336 | 7.40 | ||||
| 2025-08-13 | 13F | 谢里登堡顾问有限公司 | 23,074 | 3.22 | 992 | 7.83 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 110,600 | 149.10 | 4,755 | 160.21 | |||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 2,565 | 6.17 | 110 | 11.11 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 44 | 158.82 | 2 | |||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 1,116 | 7.51 | 44 | -8.33 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 44,872 | 0.99 | 1,929 | 5.53 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 23,811 | 280.73 | 941 | 225.26 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 125,128 | 1,575.07 | 5,379 | 1,652.12 | ||||
| 2025-08-15 | NP | MBOVX - M 大盘价值基金 | 12,800 | 23.08 | 550 | 28.81 | ||||
| 2025-06-25 | NP | IPAYX - 诚信红利峰会基金I类 | 3,000 | 115 | ||||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 236,306 | 0.76 | 10,159 | 5.25 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 51,976 | 0.79 | 2,234 | 5.28 | ||||
| 2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 4,435 | 38.64 | 191 | 45.04 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 23,386 | 4.62 | 1,005 | 9.36 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 197,759 | 683.17 | 8,399 | 719.32 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 13,503 | 14.86 | 580 | 20.08 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 484,914 | 2.57 | 20,820 | 7.27 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 26,800 | 21.27 | 1,152 | 26.73 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 219,252 | 31.96 | 9,342 | 38.98 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 6,066 | 7.04 | 261 | 11.59 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 747 | 32 | ||||||
| 2025-08-12 | 13F | 德意志银行\ | 4,986,559 | 19.80 | 214,372 | 25.16 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Put | 100 | 4 | |||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 9,417 | 405 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 11,039 | 12.31 | 475 | 17.33 | ||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65,893 | 2,833 | ||||||
| 2025-07-22 | 13F | 净值顾问小组 | 5,061 | 218 | ||||||
| 2025-07-16 | 13F | 注册财务顾问有限责任公司 | 20,610 | 12.02 | 886 | 17.04 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 4,580 | 29.38 | 197 | 35.17 | ||||
| 2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 8,538 | 0.76 | 367 | 5.46 | ||||
| 2025-08-05 | 13F | X-Square 资本有限责任公司 | 14,632 | 5.27 | 1 | |||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 60,536 | 9.27 | 2,602 | 33.71 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 3,022 | 151,000.00 | 130 | -1.53 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 23,003 | 0.93 | 989 | 5.44 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 76,308 | 55.87 | 3,280 | 62.86 | ||||
| 2025-07-23 | NP | VVJEX - Voya VACS系列MCV基金 | 34,900 | 64.62 | 1,379 | 40.33 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 4,792 | 66.04 | 206 | 74.58 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 50 | 2 | ||||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 8,136 | 0.02 | 350 | 4.49 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 1,222 | 47 | ||||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 77,261 | 9.60 | 3 | 50.00 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,366 | 12.80 | 52 | -8.77 | ||||
| 2025-08-08 | 13F | 创意策划 | 388,648 | 39.07 | 16,708 | 45.28 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 31,942 | 184.54 | 1,373 | 197.83 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 66 | 3 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | 16,808 | 13.64 | 723 | 18.75 | ||||
| 2025-08-01 | 13F | KS联合资本管理公司 | 129,105 | 2.77 | 5,550 | 7.37 | ||||
| 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 | 325,106 | 0.62 | 12,465 | -18.99 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 54 | 200.00 | 2 | |||||
| 2025-08-29 | 13F | 全面投资管理公司 | 77 | 3 | ||||||
| 2025-07-30 | 13F | 优势信托公司 | 300 | 13 | ||||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 16,100 | 692 | ||||||
| 2025-07-25 | 13F | 北美社区银行 | 92,254 | 9.81 | 3,965 | 14.73 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 158 | 6 | ||||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 27,890 | 3.96 | 1,199 | 8.61 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 19,205 | 1.66 | 826 | 6.18 | ||||
| 2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 203,920 | 0.23 | 7,818 | -19.30 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 863 | 6.28 | 34 | -8.11 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 20,102 | 7.25 | 794 | -8.53 | ||||
| 2025-08-15 | 13F | 海耶克卡伦投资管理公司 | 11,047 | 22.11 | 0 | |||||
| 2025-07-03 | 13F | 城市中心顾问有限公司 | 4,950 | 213 | ||||||
| 2025-08-26 | NP | BUSA - Brandes 美国价值 ETF | 52,541 | 2.98 | 2,259 | 7.58 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 6,624 | 25.88 | 285 | 31.48 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 29,200 | 1,255 | |||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 股息股票 ETF | 69,416 | 4.95 | 2,742 | -10.57 | ||||
| 2025-07-30 | 13F | 史密斯桑顿顾问有限公司 | 5,669 | 1.07 | 244 | 5.65 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 1,889,781 | 0.16 | 81 | 5.19 | ||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 31,574 | 3.10 | 1,357 | 7.70 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 145,381 | 75.55 | 6,250 | 83.42 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 1,081,125 | 5.25 | 46,678 | 11.31 | ||||
| 2025-07-18 | 13F | 社区银行与信托，德克萨斯州韦科 | 17,142 | 3.89 | 1 | |||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 9,632,481 | 1.27 | 414,100 | 5.80 | ||||
| 2025-07-28 | 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 | 41,967 | 7.36 | 1,658 | -8.50 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 298,964 | 0.81 | 13 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 182,978 | 10.95 | 7,866 | 15.92 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 5,846 | 251 | ||||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 104 | 4 | ||||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 9,239 | 0.20 | 397 | 4.75 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 14,445 | 18.28 | 621 | 23.71 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - Victory Sycamore 成立价值基金 3 级 | 155,600 | 44.21 | 6,689 | 50.65 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 725,041 | 8.54 | 28,639 | -7.50 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 9,870 | 35.84 | 424 | 42.28 | ||||
| 2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 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 | 726,200 | 41.67 | 31,219 | 48.01 | ||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 7,300 | 23.73 | 314 | 29.34 | ||||
| 2025-07-28 | 13F | ForthRight 财富管理有限责任公司 | 7,616 | 0.03 | 327 | 4.47 | ||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 24,860 | 4.06 | 1,069 | 8.65 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 12,467 | 40.49 | 536 | |||||
| 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 | 42,905 | 3.09 | 1,645 | -17.01 | ||||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 199,794 | 11.37 | 7,660 | -10.33 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 1,360 | 58 | ||||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 32,669 | 11.86 | 1,404 | 16.90 | ||||
| 2025-08-26 | NP | GVEYX - 机构价值股票基金 | 305,381 | 17.56 | 13,128 | 22.82 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 55,100 | 2,961.11 | 2,369 | 3,100.00 | |||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 67,001 | 1.48 | 2,880 | 6.04 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 160,700 | 15,970.00 | 6,908 | 16,748.78 | |||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 26,139 | 70.92 | 1,124 | 78.54 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 102,061 | 4.15 | 4,388 | 8.80 | ||||
| 2025-05-28 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 43,328 | 26.10 | 1,783 | 19.60 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 3,954,925 | 1.01 | 170,022 | 5.53 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 163,325 | 4.63 | 7,021 | 11.18 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 53,321 | 0.72 | 2,292 | 5.23 | ||||
| 2025-07-28 | 13F | 纪律股权管理公司 | 55,180 | 17.38 | 2,372 | 22.65 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 39,388 | 3.93 | 1,556 | -11.45 | ||||
| 2025-04-22 | NP | PJFV - PGIM Jennison 聚焦价值 ETF | 10,533 | 20.46 | 488 | 17.31 | ||||
| 2025-08-05 | 13F | 5T财富有限责任公司 | 9,607 | 2.08 | 413 | 6.72 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 76,277 | 34.49 | 3 | 50.00 | ||||
| 2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 17,965 | 39.26 | 772 | 45.66 | ||||
| 2025-06-27 | NP | PCGRX - 胜利先锋中型股价值基金A类 | 371,107 | 14,228 | ||||||
| 2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 5,604 | 241 | ||||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 667,015 | 3.15 | 28,675 | 7.76 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 1,450,599 | 27.49 | 61,816 | 34.24 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | Short | -11,315 | -447 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 26,000 | 8.96 | 1,118 | 13.86 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 1,109 | 48 | ||||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 111,200 | 100.36 | 4,780 | 109.37 | |||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 355,956 | 8.12 | 13,647 | -12.95 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 4,387,338 | 6.76 | 188,612 | 11.54 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 216,553 | 4.82 | 9,310 | 9.50 | ||||
| 2025-07-16 | 13F | 科尔顿·格鲁姆财务顾问有限公司 | 4,846 | 208 | ||||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 182,823 | 13.29 | 7,222 | -3.46 | ||||
| 2025-07-15 | 13F | 真正的独立有限责任公司 | 7,459 | 1.37 | 321 | 5.96 | ||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 6,356 | 273 | ||||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 4,240 | 0.95 | 182 | 5.81 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 23,937 | 1.49 | 1,029 | 6.08 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 31,612,808 | 374.36 | 1,379,976 | 403.21 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 1,624 | 62 | ||||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 37,159 | 18.23 | 1,597 | 23.51 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 3,022,074 | 11.19 | 129,919 | 16.16 | ||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 10,967 | 3.40 | 471 | 8.03 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 798,535 | 812 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 53,900 | 2,317 | |||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 5,779 | 248 | ||||||
| 2025-07-23 | 13F | BankPlus 信托部 | 38,156 | 16.02 | 1,640 | 21.21 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 257,322 | 1.66 | 11,062 | 6.21 | ||||
| 2025-07-24 | 13F | 法院广场顾问有限责任公司 | 5,822 | 250 | ||||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 95,398 | 1.96 | 4,158 | 13.95 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 5,780 | 10.14 | 222 | -11.24 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 205 | 5.67 | 8 | -22.22 | ||||
| 2025-06-26 | NP | FAFDX - 富达顾问金融服务基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 244,600 | 906.58 | 9,378 | 928.18 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 113,175 | 0.09 | 4,865 | 4.56 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 24,027 | 1.25 | 1,033 | 5.74 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 75,440 | 3,243 | ||||||
| 2025-08-14 | 13F | 大和证券集团公司 | 196,280 | 4.57 | 8 | 14.29 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 450 | 19 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 113,139 | 2.22 | 4,338 | -17.70 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 108 | 14.89 | 5 | 33.33 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 2,804,945 | 6.41 | 120,585 | 11.17 | ||||
| 2025-08-08 | 13F | 赫德克财富有限责任公司 | 103,757 | 2.88 | 4,461 | 7.50 | ||||
| 2025-05-29 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 15,890 | 7.10 | 654 | 1.56 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 13,008 | 1.03 | 559 | 5.67 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 200,899 | 11.38 | 8,636 | 16.37 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 127,443 | 71.58 | 5 | 66.67 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 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 | 5,940 | 17.72 | 228 | -5.42 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 321,172 | 6.72 | 13,807 | 11.50 | ||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 7,857 | 2.55 | 338 | 6.98 | ||||
| 2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 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 | 102,141 | 6.57 | 3,916 | -14.18 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 2,528,800 | 23.18 | 108,713 | 28.68 | |||
| 2025-07-07 | 13F | 企业银行信托公司 | 7,536 | 49.20 | 324 | 56.04 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 294 | 63.33 | 13 | 71.43 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 524,500 | 176.49 | 22,548 | 188.85 | |||
| 2025-08-11 | 13F | 花旗集团 | 2,315,495 | 20.19 | 99,543 | 25.57 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 2,495,802 | 7.36 | 107,295 | 12.16 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 441 | 17 | ||||||
| 2025-07-31 | 13F/A | 亚飞财富 | 248 | 31.91 | 0 | |||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 70,824 | 18.93 | 2,798 | 1.34 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 161,228 | 0.12 | 6,931 | 4.60 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 1,460 | 27.73 | 63 | 31.91 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 19,232 | 10.11 | 827 | 15.04 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 2,004 | 1.21 | 86 | 6.17 | ||||
| 2025-08-13 | 13F | 挪威银行 | 11,337,539 | 487,401 | ||||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 14,295 | 0.01 | 615 | 4.42 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 21,182 | 26.09 | 907 | 29.94 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 6,383 | 0.02 | 291 | 10.69 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 1,090,255 | 2.94 | 46,870 | 7.55 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 718,275 | 9.00 | 28,372 | -7.11 | ||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 83,407 | 0.96 | 3,586 | 5.47 | ||||
| 2025-07-18 | 13F | PBMares 财富管理有限责任公司 | 30,940 | 0.09 | 1,330 | 4.56 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 18,369 | 3.12 | 790 | 7.64 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 28,849 | 0.86 | 1,240 | 5.35 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 7,937 | 3.62 | 314 | -11.83 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -43,381 | -1,865 | |||||
| 2025-07-23 | 13F | 帕克圆公司 | 33,530 | 60.20 | 1,441 | 67.36 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 184 | 76.92 | 8 | 133.33 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 815 | 36 | ||||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 8,421 | 624.08 | 401 | 702.00 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 19,227 | 2.47 | 851 | 17.40 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 2,196,787 | 5.59 | 94,440 | 10.31 | ||||
| 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 | 455,691 | 2.19 | 17,471 | -17.72 | ||||
| 2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 21,375 | 0.78 | 919 | 5.28 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 4,852,500 | 1,608.16 | 208,609 | 1,684.65 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 2,088,718 | 1.88 | 89,794 | 6.44 | ||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 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 | 335,271 | 7.20 | 12,854 | -13.69 | ||||
| 2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 246,771 | 10,609 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 268,081 | 5.54 | 11,525 | 10.26 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 3,131 | 135 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 205,651 | 6.08 | 8,123 | -9.59 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 337,382 | 41.80 | 14,504 | 48.14 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 94,200 | 3,612 | ||||||
| 2025-07-17 | 13F | 仅收费财务规划，LC | 15,371 | 2.19 | 661 | 6.80 | ||||
| 2025-06-26 | NP | FLCSX - 富达大盘股票基金 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 | 194,200 | 450.14 | 7,446 | 343.15 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 1,353 | 0.52 | 58 | 5.45 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 172,622 | 7,421 | ||||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 5,178 | 2.29 | 229 | 9.62 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 1,632 | 206.77 | 70 | 233.33 | ||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 461,405 | 16.79 | 19,836 | 22.01 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 6,544 | 0.18 | 281 | 4.85 | ||||
| 2025-08-28 | NP | SPYD - SPDR(R) 投资组合 S&P 500 高股息 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,938,755 | 3.24 | 83,347 | 7.86 | ||||
| 2025-08-12 | 13F | 希尔投资集团合作伙伴有限责任公司 | 6,691 | 0.80 | 288 | 5.13 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪中型股价值基金标准类 | 283,974 | 3.17 | 12,208 | 7.79 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 6,035 | 0.02 | 259 | 4.44 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 21,474 | 4.94 | 923 | 10.01 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 59,117 | 2,541 | ||||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 19,884 | 2.13 | 869 | 16.49 | ||||
| 2025-07-10 | 13F | 选择性财富管理公司 | 7,370 | 1.03 | 333 | 28.68 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 125 | 5 | ||||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 57 | 62.86 | 2 | 100.00 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 8,678 | 5.06 | 373 | 10.03 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 11,979 | 515 | ||||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 14,343 | 37.99 | 617 | 44.26 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 62,087 | 0.39 | 2,804 | 28.11 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 15,728 | 23.07 | 1 | |||||
| 2025-06-24 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 178,454 | 42.90 | 6,842 | 15.05 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 57,999 | 3.53 | 2,493 | 2.59 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 17,544 | 33.72 | 754 | 39.89 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 11,991 | 8.58 | 493 | 2.92 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/American Century 中型价值投资组合 IB 级 | 280,529 | 5.37 | 12,060 | 10.08 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil 财富顾问有限责任公司 | 7,045 | 0.04 | 303 | 4.50 | ||||
| 2025-05-29 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 19,696 | 5.33 | 810 | -0.12 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 24,674 | 52.14 | 1,061 | 58.92 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 5,868 | 267 | ||||||
| 2025-04-01 | NP | SPDV - AAM S&P 500 高股息价值 ETF | 33,425 | 36.05 | 1,592 | 50.52 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 24 | 60.00 | 1 | |||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 9,036 | 16.94 | 388 | 22.40 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 1,778,481 | 190.09 | 76,457 | 203.06 | ||||
| 2025-08-14 | 13F | 德肖公司 | 613,461 | 20.28 | 26,373 | 25.66 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 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 | 265,300 | 21.03 | 10,172 | -2.56 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 113,812 | 6.16 | 4,907 | 12.57 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 467 | 26.90 | 19 | 26.67 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 142,500 | 3.05 | 6,126 | 7.66 | ||||
| 2025-05-30 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 69,196 | 2,847 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 93,321 | 7.26 | 3,686 | -8.58 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 442,314 | 177.87 | 19,015 | 190.31 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 19,537 | 3.43 | 840 | 2.44 | ||||
| 2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 5,818 | 6.52 | 250 | 11.61 | ||||
| 2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 4,694 | 202 | ||||||
| 2025-08-12 | 13F | Skba资本管理有限公司 | 281,000 | 0.72 | 12,080 | 5.23 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 568,975 | 104.69 | 24,460 | 113.85 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 24,586 | 12.33 | 1,057 | 11.28 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 95 | 1.06 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 284 | 12 | ||||||
| 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 | 55,980 | 12.58 | 2,407 | 17.60 | ||||
| 2025-05-28 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,980 | 201.59 | 1,481 | 308.84 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 250 | 11 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 53,209 | 49.12 | 2,287 | 55.79 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 178,061 | 1.20 | 7,655 | 5.72 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 41,846 | 8.98 | 1,722 | 3.36 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 35,430 | 3.85 | 1,523 | 8.55 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 73,700 | 88.01 | 3,168 | 96.40 | |||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 11,146 | 49.05 | 479 | 56.03 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 87,100 | 59.82 | 3,744 | 66.99 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 980,543 | 28.82 | 42,154 | 34.58 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 120,440,153 | 1.29 | 5,177,722 | 5.82 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 55,154 | 231.51 | 2,115 | 166.92 | ||||
| 2025-06-26 | NP | FCLKX - 富达大盘股票 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 | 2,000 | 300.00 | 77 | 230.43 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 11,486 | 8.73 | 494 | 13.59 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 14,006 | 1.33 | 602 | 5.99 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 26,471 | 41.78 | 1,015 | 14.06 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 11,385 | 24.09 | 489 | 29.71 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 882 | 38 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 187,900 | 7.07 | 8,078 | 11.85 | |||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 3,165,033 | 71.90 | 136,065 | 83.42 | ||||
| 2025-08-14 | 13F | 第四石有限责任公司 | 25,100 | 4.58 | 1,079 | 9.32 | ||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 4,584,488 | 6.14 | 175,769 | -14.54 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 780 | 201.16 | 34 | 230.00 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 27,247 | 7.79 | 1,171 | 12.60 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 7,858 | 12.29 | 338 | 17.42 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 63,143 | 7.32 | 2,715 | 12.10 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 85,545 | 1.35 | 3,678 | 5.87 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 6,441 | 5.62 | 277 | 10.40 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 127,879 | 26.44 | 5,498 | 32.11 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 48,813 | 278.87 | 2,098 | 275.99 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 1,929 | 34.99 | 84 | 44.83 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 109 | 6.86 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 40,328 | 59.32 | 1,734 | 66.47 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 643,863 | 7.77 | 27,680 | 12.58 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 13,408 | 576 | ||||||
| 2025-08-18 | 13F | 老北州信托有限责任公司 | 27,426 | 13.17 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 1,068,840 | 26.01 | 45,947 | 31.64 | ||||
| 2025-08-19 | 13F | 大陆顾问有限公司 | 165,172 | 3.46 | 7,101 | 8.08 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 13,561 | 1.67 | 583 | 6.20 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 21,567 | 0.20 | 927 | 4.75 | ||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 391 | 13.33 | 19 | 28.57 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 16,688 | 20.97 | 717 | 26.46 | ||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 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 | 404,400 | 311.39 | 15,505 | 231.21 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 103,900 | 58.63 | 4,467 | 65.71 | |||
| 2025-08-11 | 13F | 沃杜州银行 | 33,844 | 44.42 | 1 | |||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 76,500 | 142.86 | 3,289 | 153.70 | |||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 46,700 | 2,008 | |||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 142,094 | 5,448 | ||||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 21 | 1 | ||||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -52,343 | -7.05 | -2,250 | -2.89 | |||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 59,599 | 15.64 | 2,562 | 20.85 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 70,825 | 29.89 | 3,045 | 35.71 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 4,940,958 | 7.28 | 212,412 | 12.08 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 717,662 | 0.36 | 30,852 | 4.85 | ||||
| 2025-08-13 | 13F | 法国集团 | 86,012 | 19.97 | 3,681 | 24.02 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 241 | 13.15 | 10 | 25.00 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 34,449 | 1.38 | 1,481 | 5.87 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 14,057 | 5.97 | 604 | 10.83 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 12,479 | 536 | ||||||
| 2025-07-18 | 13F | 联合规划公司 | 5,488 | 236 | ||||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 664,627 | 0.22 | 26,253 | -14.59 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 759,177 | 6.94 | 34,573 | 18.35 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 16,457 | 0.86 | 707 | 5.37 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 204,210 | 77.99 | 8,779 | 85.94 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 23,581 | 1,014 | ||||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 10,203 | 439 | ||||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 29,976 | 1.04 | 1,289 | 5.57 | ||||
| 2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 311,009 | 3.93 | 13,370 | 8.58 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 14,269 | 10.97 | 564 | -5.38 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl 多管理人中盘基金 (a) | 113,350 | 31.80 | 4,873 | 37.70 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 1,018 | 192.53 | 44 | 207.14 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 38,720,620 | 2.54 | 1,664,599 | 7.13 | ||||
| 2025-06-27 | NP | DALVX - Dunham 大盘价值基金 A 类 | 18,082 | 9.82 | 693 | -11.61 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 245 | 11 | ||||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 20,973 | 0.16 | 902 | 4.65 | ||||
| 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 | 9,114 | 755.77 | 392 | 750.00 | ||||
| 2025-07-25 | 13F | 缪菲尔德财富顾问有限公司 | 5,603 | 1.32 | 241 | 5.73 | ||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 534,000 | 250.16 | 20,474 | 181.92 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 12,765 | 25.79 | 549 | 31.41 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 500 | 12.87 | 21 | 16.67 | ||||
| 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 | 469,215 | 19.09 | 20,172 | 24.41 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 11,526 | 4.97 | 495 | 9.76 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 23,124 | 9.54 | 994 | 14.52 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 554,590 | 5.18 | 23,842 | 9.88 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 139,078 | 7.07 | 5,979 | 11.84 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 1,324 | 20.91 | 52 | 4.00 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 61,981 | 4.10 | 2,665 | 8.73 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 1,766 | 157.81 | 70 | 245.00 | ||||
| 2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 6,035 | 0.52 | 259 | 4.86 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 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 | 3,527,891 | 6.33 | 135,259 | -14.39 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 224,622 | 7.27 | 9,657 | 12.06 | ||||
| 2025-07-21 | 13F | 乐凯资产管理有限公司 | 10,958 | 30.20 | 471 | 36.13 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 8,724 | 14.19 | 375 | 19.43 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 153,849 | 7.67 | 6,614 | 0.92 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 1,092 | 697.08 | 0 | |||||
| 2025-08-14 | 13F | 马耳他资本管理有限公司 | 215,000 | 22.86 | 9,243 | 28.34 | ||||
| 2025-08-15 | 13F | 普威创新财富顾问有限公司 | 23,715 | 29.57 | 1,020 | 35.33 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 697 | 1.46 | 30 | 3.57 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 53,052 | 0.01 | 2,281 | 4.49 | ||||
| 2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 84,800 | 28.88 | 3,646 | 34.65 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 51,579 | 8.29 | 2,218 | 13.16 | ||||
| 2025-07-10 | 13F | 财务管理网络公司 | 13,337 | 0.28 | 607 | 29.98 | ||||
| 2025-08-13 | 13F | 卡尔森资本有限合伙人 | 21,200 | 911 | ||||||
| 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 | 11,451 | 18.77 | 439 | -4.36 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 52,146 | 15.79 | 2,242 | 20.94 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 482,894 | 5.10 | 20,760 | 9.80 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 97 | 31.08 | 5 | 33.33 | ||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 37,200 | 69.28 | 1,469 | 44.30 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 384,443 | 0.21 | 16,527 | 4.69 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 15,849 | 15.76 | 681 | 20.96 | ||||
| 2025-08-07 | 13F | 第1620章 | 6,368 | 4.22 | 274 | 8.76 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 3,459 | 4.25 | 149 | 8.82 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 144,822 | 2,353.78 | 6,226 | 2,472.31 | ||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,457 | 46.77 | 2,744 | 25.08 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 716 | 31 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 189,561 | 1,871.72 | 7,268 | 1,490.15 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 18,490 | 1.70 | 795 | 6.15 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 4,636 | 0.61 | 1 | |||||
| 2025-08-14 | 13F | 启发信托公司，Na | 108,000 | 20.00 | 4,643 | 25.36 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 1,175,429 | 62.71 | 43,048 | 56.43 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 123,789 | 3.36 | 5,323 | 7.99 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 120 | 5 | ||||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 544,251 | 2.21 | 23,402 | 6.80 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 7,886 | 5.26 | 339 | 10.10 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 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 | 14,619 | 2,166.51 | 628 | 2,225.93 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪精选中盘管理波动基金标准级 | 165,640 | 3.59 | 7,121 | 8.22 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 111,683 | 14.13 | 4,801 | 19.25 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 116,880 | 20.71 | 4,617 | 2.87 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 5,153 | 4.76 | 198 | -15.81 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 4,599 | 1,848.73 | 198 | 2,088.89 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 3,295,391 | 5.67 | 141,669 | 10.39 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 73,400 | 4.69 | 3,155 | 9.36 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 211 | 9 | ||||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 23,924 | 5.97 | 1,028 | 10.66 | ||||
| 2025-07-08 | 13F | 巴卢顾问公司 | 8,323 | 0.17 | 379 | 28.91 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 800 | 60.00 | 34 | 70.00 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 20,465 | 32.16 | 931 | 46.15 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 262,233 | 0.10 | 11,273 | 4.57 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 3,232,026 | 2.97 | 138,945 | 7.58 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 12,297 | 0.02 | 529 | 4.55 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 3,137 | 135 | ||||||
| 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 | 1,426,125 | 2.62 | 61,309 | 7.21 | ||||
| 2025-04-29 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 234 | 15.84 | 11 | 11.11 | ||||
| 2025-07-15 | 13F | 史密斯霍华德财富管理有限公司 | 5,582 | 0.13 | 240 | 4.37 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 13,759 | 6.87 | 591 | 11.72 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 4,545,400 | 2.78 | 195,407 | 7.37 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 7,304 | 39.23 | 314 | 45.58 | ||||
| 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 | 648 | 7.82 | 25 | -14.29 | ||||
| 2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 53,128 | 0.43 | 2,037 | -19.17 | ||||
| 2025-08-11 | 13F | 信托银行 | 12,563 | 6.76 | 540 | 11.57 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 382,554 | 383.71 | 16,446 | 405.38 | ||||
| 2025-07-24 | 13F | SLT控股有限公司 | 11,184 | 0.63 | 481 | 5.03 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 294 | 13 | ||||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 136,310 | 4.24 | 5,860 | 8.88 | ||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 8,902 | 4.18 | 405 | 15.38 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 10,818 | 0.48 | 465 | 4.97 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 106,556 | 182.09 | 4,581 | 194.72 | ||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 21,283 | 1.27 | 942 | 14.90 | ||||
| 2025-08-14 | 13F | 椴木资本管理有限公司 | 499,284 | 21,464 | ||||||
| 2025-08-05 | 13F | 桥水顾问公司 | 7,277 | 7.01 | 296 | 12.55 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 1,298,835 | 3.54 | 55,837 | 10.02 | ||||
| 2025-04-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 60,290 | 1.20 | 2,794 | -1.62 | ||||
| 2025-08-13 | 13F | 湾景资产管理有限公司 | 27,500 | 1,182 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 134,595 | 2.90 | 5,786 | 7.51 | ||||
| 2025-07-30 | 13F | Greatmark 投资伙伴公司 | 9,299 | 4.77 | 400 | 9.32 | ||||
| 2025-08-13 | 13F | 湾景资产管理有限公司 | Put | 50,000 | 2,150 | |||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 30,323 | 33.33 | 1,304 | 39.36 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 3,711 | 132.08 | 160 | 144.62 | ||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 35,388 | 1.62 | 1,521 | 6.22 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 4,211 | 181 | ||||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,800 | 115.83 | 2,046 | 83.99 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 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 | 21,959 | 17.74 | 842 | -5.29 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 205,319 | 3.27 | 8,827 | 7.88 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 86,537 | 10.08 | 3,720 | 15.03 | ||||
| 2025-06-26 | NP | DFNL - 戴维斯精选金融 ETF | 154,087 | 4.32 | 5,908 | -16.01 | ||||
| 2025-06-18 | NP | OFVIX - O'Shaughnessy 市场领导者价值基金 I 类 | 48,485 | 1,859 | ||||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 3,456 | 61.27 | 137 | 37.37 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 219,942 | 19.68 | 9,455 | 25.03 | ||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 6,098 | 15.10 | 262 | 20.18 | ||||
| 2025-08-14 | 13F | 霍奇基斯和威利资本管理有限公司 | 4,891,789 | 12.64 | 210,298 | 17.68 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 970 | 30.38 | 37 | 5.71 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 56 | 2 | ||||||
| 2025-04-24 | NP | UTMAX - 目标管理配置基金 | 55,039 | 15.53 | 2,551 | 41.88 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 34,900 | 85.64 | 1,500 | 94.05 | |||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 2,612 | 57.44 | 103 | 35.53 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 22,100 | 24.16 | 950 | 29.78 | |||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 69,774 | 5.94 | 2,756 | -9.70 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 372,423 | 5.30 | 16 | 14.29 | ||||
| 2025-06-27 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 14,640 | 10.08 | 561 | -11.37 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 5,096 | 364.96 | 219 | 386.67 | ||||
| 2025-07-22 | NP | DGEFX - 目的地股票收益基金 I 类 | 111,200 | 24.66 | 4,392 | 6.24 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 14,057 | 8.64 | 604 | 13.53 | ||||
| 2025-03-31 | NP | FDVV - 富达高股息 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 | 430,356 | 17.69 | 20,494 | 30.19 | ||||
| 2025-03-28 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 72,945 | 30.03 | 3,474 | 43.81 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 36 | 2 | ||||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 9,261 | 0.17 | 398 | 5.01 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 3,053,396 | 1.19 | 131,265 | 5.72 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 10,545 | 0.12 | 453 | 4.62 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 200,723 | 1.10 | 8,629 | 5.63 | ||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50 | 16.28 | 2 | -50.00 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 289,925 | 0.27 | 11,452 | -14.54 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 33,338 | 8.56 | 1,433 | 13.46 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 79,906 | 21.23 | 3,435 | 26.66 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 360 | 17.65 | 15 | 25.00 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 681,132 | 14.56 | 26,115 | -7.77 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 5,146 | 17.76 | 221 | 23.46 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 91,297 | 8.47 | 4,348 | 15.58 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 24,640 | 1,059 | ||||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 238,765 | 512.52 | 10,265 | 594.92 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 45,982 | 29.94 | 1,977 | 35.71 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 33,277 | 4.98 | 1,418 | 10.53 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 45,916 | 58.52 | 1,974 | 65.66 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 46,253 | 0.63 | 1,988 | 5.13 | ||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 124,663 | 5,359 | ||||||
| 2025-08-07 | 13F | 第一来源银行 | 8,577 | 8.62 | 369 | 13.58 | ||||
| 2025-07-15 | 13F | Am投资策略有限公司 | 87,078 | 1.77 | 4 | 0.00 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 11,597,059 | 1.27 | 498,558 | 5.80 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 101,380 | 9.80 | 4,358 | 14.71 | ||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 14,082 | 8.69 | 605 | 13.51 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 29,255 | 4.11 | 1,258 | 8.74 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 14,798 | 5.78 | 636 | 4.95 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 3,912 | 14.52 | 168 | 20.00 | ||||
| 2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 4,848 | 208 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 20,727 | 16.57 | 819 | -0.73 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 14,594 | 627 | ||||||
| 2025-07-16 | 13F | 旧港顾问公司 | 20,556 | 303.69 | 884 | 322.49 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 1,226 | 53 | ||||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 10,041 | 17.84 | 432 | 23.14 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 120,598 | 58.97 | 4,879 | 51.29 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 339,683 | 6.21 | 14,603 | 10.97 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 370 | 3.64 | 15 | 0.00 | ||||
| 2025-07-17 | 13F | 伊格尔布拉夫斯财富管理有限责任公司 | 33,701 | 0.22 | 1,449 | 4.70 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 35,991 | -1,003.62 | 1,547 | -1,049.08 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 96,069 | 6.64 | 4,130 | 11.38 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 54,694 | 36.41 | 2,351 | 42.57 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 15,310 | 1.09 | 658 | 5.62 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 612,012 | 0.17 | 26 | 4.00 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 456,031 | 3.39 | 19,605 | 8.02 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 289,885 | 0.60 | 12,462 | 5.10 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 42,084,194 | 2.16 | 1,809,200 | 6.73 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 39,829 | 6.62 | 1,712 | 11.39 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 35,426 | 19.61 | 1,566 | 46.13 | ||||
| 2025-08-13 | 13F | 布兰德斯投资合伙公司 | 760,426 | 2.48 | 32,691 | 7.06 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 2,315 | 13.20 | 99 | 17.86 | ||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 114,202 | 0.54 | 4,910 | 5.03 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 273 | 753.12 | 12 | 1,100.00 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 1,584 | 1.86 | 68 | 7.94 | ||||
| 2025-08-15 | NP | SHXIX - 美国灯塔夏皮罗股票机会基金机构类别 | 55,500 | 2,386 | ||||||
| 2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 38,805 | 96.85 | 1,533 | 67.80 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 8,860 | 31.49 | 381 | 37.18 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 1,202,100 | 130.84 | 51,678 | 141.17 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 8,724 | 14.19 | 375 | 19.43 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 281 | 12 | ||||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 479,379 | 3.49 | 20,609 | 8.12 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 52,167 | 3.99 | 2,243 | 13.18 | ||||
| 2025-08-27 | NP | 胜利变额保险基金 II - 胜利先锋基金 VCT 投资组合 II 类 | 165,261 | 9.20 | 7,105 | 14.08 | ||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 120,934 | 0.19 | 5,199 | 4.65 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 211 | 9 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 451,400 | 3.46 | 19,405 | 8.09 | ||||
| 2025-08-06 | 13F | 股权投资公司 | 2,257,547 | 3.54 | 97,052 | 8.17 | ||||
| 2025-07-22 | 13F | 格拉斯财富管理有限公司 | 76,003 | 2.28 | 3,267 | 6.87 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 320,097 | 5.90 | 13,761 | 10.64 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 2,043 | 11.76 | 88 | 16.00 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 1,235 | 0.73 | 53 | 6.00 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 13,051 | 0.71 | 537 | -4.45 | ||||
| 2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 9,525 | 409 | ||||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 2,166 | 5.35 | 83 | -14.43 | ||||
| 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 | 14,841 | 16.86 | 638 | 22.22 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 216,584 | 9,311 | ||||||
| 2025-08-12 | 13F | 奥兹克银行 | 24,984 | 1.26 | 1,074 | 5.81 | ||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 440,651 | 16,895 | ||||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 10,343 | 8.66 | 397 | -12.58 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 345,057 | 9.67 | 13,229 | -11.70 | ||||
| 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 | -49,100 | -95 | |||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 5,879 | 10.88 | 253 | 15.60 | ||||
| 2025-07-30 | NP | SDOG - ALPS 行业股息狗 ETF | 587,170 | 9.81 | 23,193 | -6.42 | ||||
| 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 | 80 | 23.08 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 6,499 | 106.58 | 279 | 116.28 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 39,497 | 29.60 | 1,698 | 35.33 | ||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 5,335 | 7.47 | 229 | 12.25 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 86,411 | 11.54 | 3,715 | 16.54 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 91,519 | 22.04 | 3,509 | -1.76 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 4,811 | 85.47 | 190 | 58.33 | ||||
| 2025-06-26 | NP | MSTSX - 晨星无约束分配基金 | 12,255 | 22.21 | 470 | -1.68 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 20,608 | 1.99 | 911 | 8.46 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 2,025 | 284.25 | 87 | 314.29 | ||||
| 2025-07-29 | NP | KBWB - Invesco KBW 银行 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 | 3,451,409 | 8.83 | 136,331 | -7.25 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 157,361 | 274.63 | 6,765 | 291.44 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 5,496 | 236 | ||||||
| 2025-07-22 | 13F | 智者投资顾问有限公司 | 6,993 | 0.01 | 301 | 4.53 | ||||
| 2025-03-27 | NP | PYVLX - Payden 股权收益基金（投资者类别） | 444,800 | 51.76 | 21,181 | 15.04 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 411,103 | 0.49 | 17,673 | 4.98 | ||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | Call | 15,100 | 0.67 | 649 | 5.19 | |||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 2,100 | 86 | |||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 4,300 | 177 | |||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 4,762 | 205 | ||||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 4,506 | 0.67 | 194 | 4.89 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 13,995,108 | 6.51 | 601,650 | 11.27 | ||||
| 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 | 251,100 | 1.95 | 10,795 | 6.50 | ||||
| 2025-08-07 | 13F | 旗舰财富顾问有限公司 | 961 | 41 | ||||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 19,603 | 843 | ||||||
| 2025-08-28 | NP | VETAX - 胜利梧桐成立价值基金 A 类 | 6,119,000 | 43.13 | 263,056 | 49.53 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 8,643 | 1.98 | 372 | 6.61 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 63,678 | 2.04 | 2,738 | 6.62 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | Call | 100,000 | 3,885 | |||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 277,549 | 2.53 | 11,932 | 7.11 | ||||
| 2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 11,087 | 1.28 | 477 | 5.78 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 40,925 | 67.23 | 1,759 | 92.03 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 8,770 | 6.69 | 377 | 11.54 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 54,746 | 17.24 | 2,162 | -0.09 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 6,045 | 22.62 | 260 | 28.22 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 13,237 | 18.59 | 598 | 51.14 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 8,171 | 55.17 | 348 | 61.11 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 707,329 | 0.76 | 27,939 | -14.13 | ||||
| 2025-08-13 | 13F | 盟友金融公司 | 51,000 | 82.14 | 2,192 | 90.28 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 106,783 | 4.81 | 4,590 | 9.49 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 67,127 | 10.55 | 2,886 | 15.49 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 982,866 | 1.70 | 42 | 7.69 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 23,119 | 6.79 | 994 | 11.57 | ||||
| 2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 620,539 | 61.88 | 24,511 | 37.96 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 69,847 | 568.46 | 3,003 | 673.71 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 33,401 | 3.80 | 1,281 | -16.45 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 5,727 | 246 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 267 | 39.79 | 11 | 57.14 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 11,607 | 4.45 | 499 | 8.97 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 86 | 6.17 | 4 | 0.00 | ||||
| 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 | 161,078 | 6.12 | 6,363 | -9.57 | ||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 5,364 | 0.15 | 231 | 4.55 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 163,711 | 1.21 | 7,038 | 5.74 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 60,472 | 18.31 | 2,389 | 0.80 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 14,377 | 76.49 | 618 | 84.48 | ||||
| 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 | 2,228,760 | 40.49 | 88,036 | 19.72 | ||||
| 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 | 28,702 | 1.64 | 1,100 | -18.15 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 437,087 | 0.33 | 18,790 | 4.81 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 500 | 19 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 3,014,050 | 9.45 | 129,757 | 14.77 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 31,375 | 1,336 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 300,300 | 46.27 | 12,952 | 54.22 | |||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 479,500 | 18.05 | 20,681 | 24.45 | |||
| 2025-08-12 | 13F | 美国世纪公司 | 12,834,800 | 6.59 | 551,768 | 11.35 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 1,273 | 34.28 | 55 | 38.46 | ||||
| 2025-03-20 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 600 | 29 | ||||||
| 2025-08-28 | NP | TWEIX - 股票收益基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,039,759 | 17.17 | 87,689 | 22.41 | ||||
| 2025-08-13 | 13F | 泰德·布坎公司 | 27,866 | 7.92 | 1,198 | 12.71 | ||||
| 2025-08-12 | 13F | 钻石山资本管理公司 | 750,576 | 3.21 | 32,267 | 7.83 | ||||
| 2025-08-14 | 13F | 马斯特斯资本管理有限公司 | Call | 1,029,900 | 2.99 | 44,275 | 7.59 | |||
| 2025-07-24 | 13F | 财务安全顾问公司 | 22,977 | 0.42 | 988 | 4.89 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 64,859 | 21.02 | 2,788 | 26.44 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,808,832 | 11.48 | 77,762 | 16.46 | ||||
| 2025-04-08 | 13F/A | iA全球资产管理公司 | 15,052 | 1 | ||||||
| 2025-08-14 | 13F | 南岸银行 | 311,224 | 19.62 | 13,380 | 24.97 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 868,425 | 5.14 | 33,295 | -15.35 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 2,910 | 4.75 | 125 | 22.55 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 8,090 | 2.28 | 348 | 6.77 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 119,622 | 15.38 | 4,922 | 9.45 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 2,089 | 134.72 | 90 | 147.22 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 2,744,475 | 0.23 | 118 | 4.46 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 180,528 | 2.13 | 7,761 | 6.70 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 26,081 | 1.66 | 1,121 | 6.26 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 2,088 | 6.58 | 0 | |||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 2,018,457 | 810.97 | 86,773 | 851.77 | ||||
| 2025-07-16 | 13F | 南方资本顾问有限公司 | 48,446 | 2.66 | 2,083 | 7.26 | ||||
| 2025-08-27 | NP | PIODX-胜利先锋基金A类 | 9,914,872 | 9.22 | 426,240 | 14.11 | ||||
| 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 | 117,845 | 169.34 | 4,518 | 116.90 | ||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL 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 | 91,662 | 3,133.23 | 3,941 | 3,688.46 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 26 | 85.71 | 1 | |||||
| 2025-08-26 | NP | FCFY - First Trust S&P 500 多元化自由现金流 ETF | 236 | 18.59 | 10 | 25.00 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 392,240 | 10.28 | 16,862 | 15.21 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 18,089 | 0.07 | 778 | 4.58 | ||||
| 2025-08-06 | 13F | 西蒙斯银行 | 60,851 | 4.64 | 2,616 | 9.32 | ||||
| 2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 32,146 | 29.88 | 1,382 | 35.66 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 56,151 | 0.91 | 2,153 | -18.76 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 14,346 | 9.33 | 617 | 14.29 | ||||
| 2025-07-28 | NP | RDIV - Invesco S&P Ultra Dividend Revenue 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 | 782,298 | 26.36 | 30,901 | 7.68 | ||||
| 2025-08-08 | 13F | 莱特科、布罗索联合公司 | 1,672,481 | 1.54 | 71,900 | 6.08 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 119,727 | 384.23 | 5,147 | 406.10 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 39,665 | 0.56 | 1,705 | 5.05 | ||||
| 2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 103,686 | 3.99 | 4,267 | -1.36 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 40,827 | 6.51 | 1,755 | 11.29 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 6,450 | 4.88 | 247 | -15.41 | ||||
| 2025-07-17 | 13F | 非凡美分投资有限责任公司 | 12,735 | 1.70 | 547 | 6.21 | ||||
| 2025-05-28 | NP | JAVA - 摩根大通活跃价值 ETF | 292,137 | 34.44 | 12,021 | 27.53 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 13,822 | 1.81 | 594 | 6.45 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 53,979 | 1.23 | 2,321 | 5.74 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 20,661 | 48.34 | 888 | 54.97 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 30,265,854 | 46.81 | 1,160,393 | 18.20 | ||||
| 2025-07-24 | 13F | 阿盖尔资本管理公司 | 49,366 | 5.11 | 2,122 | 9.83 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 314 | 12 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 6,774 | 89.85 | 291 | 99.32 | ||||
| 2025-08-26 | NP | MDIV - 多资产多元化收益指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48,208 | 26.40 | 2,072 | 32.06 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 14,878 | 672 | ||||||
| 2025-08-26 | NP | IASAX - VY(R) 美国世纪中小型股价值投资组合 ADV 级 | 93,314 | 4.33 | 4,012 | 8.99 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL 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 | 15,589 | 307.77 | 616 | 237.91 | ||||
| 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 | 5,783 | 6.70 | 222 | -14.34 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 85,704 | 5.89 | 3,385 | -9.76 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 17,700 | 6.71 | 761 | 11.44 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 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 | 10,134 | 6.92 | 400 | -8.88 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 55,048 | 3.65 | 2,367 | 8.28 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 350,736 | 1.02 | 15,078 | 6.20 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 193 | 49.61 | 8 | 60.00 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 1,991 | 46.50 | 0 | |||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 4,299 | 10,385.37 | 185 | 18,300.00 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 6,620 | 285 | ||||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 10,223 | 8.33 | 439 | 13.14 | ||||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,641 | 63 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 115,920 | 2.80 | 4,983 | 7.39 | ||||
| 2025-05-23 | NP | PJIAX - PGIM JENNISON 股权机会基金 A 类 | 161,366 | 16.44 | 6,640 | 10.46 | ||||
| 2025-08-26 | 13F | 普罗维登投资管理公司 | 23,530 | 0.90 | 1,012 | 5.42 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 198,046 | 2.18 | 8,514 | 6.75 | ||||
| 2025-08-14 | 13F | 达格科公司 | 610 | 26 | ||||||
| 2025-08-04 | 13F | 雷德财富有限责任公司 | 9,189 | 0.04 | 395 | 4.77 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 1,643 | 15.14 | 71 | 20.69 | ||||
| 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 | 66,593 | 389.98 | 2,863 | 385.91 | ||||
| 2025-08-11 | 13F | 波林资本管理有限责任公司 | 52,747 | 0.17 | 2,268 | 4.66 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 48,953 | 1.50 | 2,104 | 6.05 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 683,132 | 0.36 | 26,191 | -19.20 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 44,800 | 5.57 | 1,926 | 10.25 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 792,093 | 0.04 | 34,052 | 4.51 | ||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 12,186 | 524 | ||||||
| 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 | 180,568 | 16.01 | 7,132 | -1.14 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 1,069 | 22.31 | 46 | 28.57 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 29,869 | 3.35 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 3,182 | 4.53 | 137 | 8.80 | ||||
| 2025-08-14 | 13F | 安盛公司 | 26,192 | 23.13 | 1,126 | 28.57 | ||||
| 2025-08-12 | 13F | Councilmark 资产管理有限公司 | 6,692 | 0.63 | 288 | 5.13 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 100,632 | 41.07 | 4,326 | 47.39 | ||||
| 2025-08-29 | NP | CANTOR SELECT 投资组合信托 - Cantor FBP 股票和股息加基金机构类别 | 37,000 | 5.71 | 1,591 | 10.42 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 8,266 | 7.60 | 376 | 38.75 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 13,130 | 2.58 | 564 | 7.22 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 18,484 | 21.57 | 795 | 27.04 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 106,780,896 | 7.51 | 4,590,511 | 12.31 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 1,069 | 22.31 | 46 | 28.57 | ||||
| 2025-08-11 | 13F | 资本广场有限责任公司 | 5,697 | 0.51 | 259 | 10.73 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 8,377 | 18.44 | 321 | -4.46 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 银行基金可变年金 | 4,170 | 83.86 | 179 | 92.47 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 171,598 | 3.24 | 7,377 | 7.87 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 1,249,206 | 25.01 | 53,703 | 30.60 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 90,502 | 3,891 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 17,190 | 2.87 | 739 | 7.42 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 258,651 | 11,119 | ||||||
| 2025-03-24 | 13F | 马斯卡尼财富管理有限公司 | 328 | 14 | ||||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 46,900 | 2,016 | |||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 52,700 | 2,266 | |||||
| 2025-07-29 | 13F | 有志者有限公司 | 11,637 | 23.01 | 500 | 28.53 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 10,087 | 434 | ||||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 50,055 | 5.07 | 2,152 | 9.74 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 37,171,749 | 1.66 | 1,598,013 | 6.21 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 572,564 | 2.39 | 24 | 9.09 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 14,020 | 8.26 | 603 | 13.16 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 6,569 | 24.98 | 282 | 30.56 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 11,009 | 35.46 | 473 | 103.88 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 6,018 | 10.81 | 259 | 15.70 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 8,238 | 35.83 | 354 | 42.17 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Morningstar SMID 护城河焦点指数基金 (I) | 21,197 | 5.83 | 911 | 10.56 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 2,861 | 54.98 | 123 | 62.67 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 5,274 | 227 | ||||||
| 2025-06-17 | NP | 商业基金 - 中型价值基金股票 | 10,745 | 6.54 | 412 | -14.37 | ||||
| 2025-06-26 | NP | HLFNX - 轩尼诗大型金融基金投资者类别 | 35,000 | 34.62 | 1,342 | 8.32 | ||||
| 2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 5,275 | 0.32 | 227 | 4.63 | ||||
| 2025-08-14 | 13F | Xponance公司 | 191,240 | 2.19 | 8,221 | 6.77 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 12,477 | 7.39 | 478 | -13.56 | ||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 641 | 5.25 | 28 | 8.00 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 71,009 | 6.31 | 3,053 | 11.06 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 139 | 6 | ||||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 16,863,503 | 35.81 | 724,962 | 41.88 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 8,181 | 1.16 | 362 | 8.73 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 79,400 | 3,413 | |||||
| 2025-05-30 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 139,298 | 1,119.24 | 5,732 | 1,053.32 | ||||
| 2025-08-27 | NP | RYKIX - 银行基金投资者类别 | 18,900 | 7.73 | 813 | 12.62 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 791 | 1.15 | 34 | 6.25 | ||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 21,303 | 2,617.22 | 916 | 2,759.38 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 264,869 | 26.09 | 11,387 | 31.72 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 31,482 | 8.45 | 1,353 | 13.32 | ||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 156,906 | 3.90 | 6,745 | 8.55 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 11,767 | 506 | ||||||
| 2025-08-20 | NP | HWGIX - Hotchkis & Wiley 全球价值基金 I 类 | 7,200 | 310 | ||||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 14,348,671 | 13.19 | 616,849 | 18.25 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 52,900 | 232.70 | 2,274 | 247.71 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 75,000 | 226.09 | 3,224 | 240.80 | |||
| 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 | 601,368 | 0.42 | 23,056 | -19.15 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 10,113 | 1.18 | 435 | 5.60 | ||||
| 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 | 1,322,120 | 2.12 | 52,224 | -12.97 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 110,540 | 2.80 | 4,752 | 7.41 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 6,414 | 276 | ||||||
| 2025-08-08 | 13F | 维斯特科公司 | 28,227 | 16.43 | 1 | |||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型价值投资组合 | 300,415 | 6.98 | 12,915 | 11.75 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 357,388 | 4.49 | 15,364 | 9.17 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 26,744 | 15.36 | 1,150 | 20.57 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 200,202 | 11.18 | 7,676 | -10.50 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 32 | 166.67 | 1 | |||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 2,982 | 135.92 | 118 | 101.72 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 54,895 | 17.73 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 6,938 | 298 | ||||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 32,526 | 8.79 | 1,247 | -12.37 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 1,667 | 44.83 | 72 | 51.06 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 4,100 | 176 | |||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 200,385 | 2.51 | 8,615 | 7.10 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 4,800 | 206 | |||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 643 | 71.47 | 28 | 80.00 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 17,397 | 0.60 | 748 | 5.06 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 176 | 8 | ||||||
| 2025-07-16 | 13F/A | CX 机构 | 9,464 | 15.78 | 0 | |||||
| 2025-08-14 | 13F | 山顶控股公司 | 27,648 | 1.92 | 1,189 | 6.45 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 81,187 | 835.23 | 3,490 | 877.59 | ||||
| 2025-07-11 | 13F | AA 财务顾问有限责任公司 | 8,625 | 371 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 279,644 | 4.15 | 12,026 | 10.64 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,953,908 | 16.40 | 77,179 | -0.80 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -255 | -45.97 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 220,698 | 22.20 | 9 | 28.57 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 162 | 7 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 190,599 | 8.81 | 8,194 | 13.68 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 261,600 | 76.40 | 11,246 | 84.30 | |||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 5,797 | 3.09 | 249 | 7.79 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 6,616 | 284 | ||||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 105,698 | 17.58 | 4,544 | 22.82 | ||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 2,999 | 5.12 | 129 | 9.40 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 224,971 | 65.00 | 8,625 | 32.86 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 48,363 | 16.64 | 1,910 | -0.57 | ||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 2,759 | 2.79 | 114 | -2.59 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 20,202 | 31.00 | 868 | 39.33 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 13,293 | 71.48 | 571 | 79.56 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 19,545 | 7.24 | 840 | 12.15 | ||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 5,209 | 10.43 | 224 | 14.95 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 4,255 | 6.86 | 183 | 11.66 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 31,398 | 20.85 | 1,350 | 26.19 | ||||
| 2025-03-26 | 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 | 365,246 | 9.82 | 17,393 | 21.48 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 178 | 8 | ||||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 6,364 | 3.36 | 274 | 7.91 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林收入焦点 ETF | 96,363 | 20.71 | 4,143 | 26.09 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 807,691 | 1.71 | 34,723 | 6.26 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,973 | 24.62 | 3,080 | 6.21 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 15,687 | 81.35 | 674 | 89.86 | ||||
| 2025-08-29 | NP | 约翰汉考克对冲股票及收益基金 | 15,543 | 22.76 | 668 | 28.21 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 8,324,381 | 3.65 | 357,853 | 8.31 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 506,988 | 3,271.15 | 22 | |||||
| 2025-07-08 | 13F | 下一级私人有限责任公司 | 5,527 | 1.49 | 238 | 5.80 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 7,666 | 9.30 | 330 | 14.24 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 34,259 | 30.75 | 1,472 | 36.55 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 3,487 | 0 | ||||||
| 2025-05-27 | NP | NOLCX - 北方大盘核心基金 | 6,424 | 264 | ||||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 1,358 | 58 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 57,200 | 694.44 | 2,459 | 730.74 | |||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 89,452 | 3,846 | ||||||
| 2025-07-09 | 13F | 沃尔夫财务管理有限公司 | 12,586 | 1 | ||||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 20,055 | 6.12 | 862 | 10.94 | ||||
| 2025-06-25 | NP | EICVX - EIC 价值基金 A 类 | 159,792 | 7.68 | 6,126 | -13.30 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 122,979 | 150.18 | 5,287 | 161.42 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 1,700 | 73 | |||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 854 | 29.20 | 37 | 33.33 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 19,619 | 34.74 | 843 | 40.73 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 21,769 | 30.93 | 936 | 36.70 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 3,000 | 129 | |||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 160,767 | 4.03 | 6,911 | 8.68 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 407,736 | 23.83 | 17,448 | 28.75 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 53,326 | 11.72 | 2,292 | 16.70 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 305,553 | 8.54 | 13,136 | 13.40 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 16,598 | 5.04 | 714 | 9.69 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -34,865 | -20.04 | -1,499 | -16.50 | |||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 7,134 | 22.98 | 307 | 28.57 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 500,384 | 76.37 | 20,591 | 67.30 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 9,319 | 1.33 | 401 | 5.82 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 17,116 | 656 | ||||||
| 2025-05-29 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 3,063 | 6.50 | 126 | 1.61 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 93,358 | 60.52 | 3,688 | 36.81 | ||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 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 | 63 | 250.00 | 2 | |||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 5,543 | 238 | ||||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,597 | 22.85 | 69 | 28.30 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 17,566,519 | 0.94 | 755,185 | 5.46 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 63,526 | 2.00 | 2,731 | 6.56 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 167 | 9.15 | 6 | -14.29 | ||||
| 2025-07-28 | NP | FLV - 美国世纪专注大盘价值 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 | 250,029 | 42.31 | 9,876 | 21.28 | ||||
| 2025-07-24 | 13F | 全面财富规划与管理有限公司 | 8,336 | 3.73 | 358 | 8.48 | ||||
| 2025-08-14 | 13F | 和谐资产管理有限公司 | 5,355 | 230 | ||||||
| 2025-07-24 | 13F | 全面财富规划与管理有限公司 | Put | 7,800 | 4.00 | 335 | 8.77 | |||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 17,818 | 11.37 | 766 | 16.26 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 34,935 | 1,502 | ||||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 10,656 | 85.90 | 421 | 58.49 | ||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 7,122 | 252.23 | 273 | 184.38 | ||||
| 2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 72,165 | 3,102 | ||||||
| 2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 160,400 | 31.69 | 6,896 | 37.57 | ||||
| 2025-08-20 | NP | HWLIX - Hotchkis & Wiley 大盘价值基金 I 类 | 90,600 | 29.80 | 3,895 | 35.58 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 5,335 | 229 | ||||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,201 | 17.70 | 736 | -5.15 | ||||
| 2025-08-13 | 13F | 胡贝尔资本管理有限责任公司 | 181,464 | 38.03 | 7,801 | 44.22 | ||||
| 2025-05-20 | 13F | 蓝岩财富管理有限公司 | 5,400 | 222 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 20,141,377 | 4.57 | 865,878 | 9.25 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 978,859 | 5.46 | 42,081 | 10.18 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 45,192 | 17.82 | 1,943 | 23.07 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 57,258 | 1.65 | 2,462 | 6.21 | ||||
| 2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 27,969 | 3.57 | 1,202 | 8.19 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 24,711 | 0.12 | 1,062 | 4.63 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 31,969 | 0.22 | 1,374 | 4.73 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 69,470 | 29.44 | 2,987 | 35.24 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 14,836 | 1 | ||||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 3,579,415 | 4.21 | 153,879 | 8.87 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -232,347 | -3.56 | -9,989 | 0.76 | |||
| 2025-06-27 | NP | TBG - TBG 股息焦点 ETF | 116,368 | 40.01 | 4,462 | 12.74 | ||||
| 2025-08-06 | 13F | 麦克雷资本管理公司 | 302,079 | 3.82 | 12,986 | 8.46 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 235,008 | 4.36 | 10,103 | 9.02 | ||||
| 2025-08-27 | NP | PVFYX - 胜利先锋核心股票基金Y类 | 704,521 | 30,287 | ||||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 243,736 | 2.30 | 10,478 | 6.89 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 2,335,991 | 4,121.31 | 54 | -97.63 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 106,593 | 20.60 | 4,582 | 25.98 | ||||
| 2025-07-11 | 13F | 专业咨询服务公司 | 462,373 | 4.22 | 20 | 5.56 | ||||
| 2025-08-05 | 13F | 卡森咨询公司 | 20,997 | 3.46 | 903 | 8.02 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 3,295,365 | 23.80 | 141,668 | 29.33 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 49,102 | 47.73 | 2,111 | 54.35 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 233,300 | 28.05 | 10,030 | 33.77 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 102,089 | 18.16 | 4,389 | 23.43 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 16,471 | 14.22 | 708 | 19.39 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Victory Sycamore 中盘价值投资组合 A 类 | 303,800 | 42.56 | 13,060 | 48.93 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 8,338 | 18.45 | 358 | 23.88 | ||||
| 2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 66,134 | 14.57 | 2,536 | -7.75 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 252,437 | 3.55 | 10,852 | 8.18 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 13,504 | 11.40 | 581 | 16.47 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 253,236 | 13.95 | 10,887 | 19.05 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 26,492 | 59.86 | 1,139 | 67.11 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 50,437 | 2,168 | ||||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 7,854 | 1.68 | 338 | 6.31 | ||||
| 2025-07-30 | 13F | 阿伯投资顾问有限责任公司 | 5,794 | 1.12 | 249 | 5.96 | ||||
| 2025-09-04 | 13F | VM 曼宁公司 | 29,384 | 1,383 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 43,188 | 1,857 | ||||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 143 | 1.42 | 6 | 20.00 | ||||
| 2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 35,174 | 190.12 | 2 | |||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型核心价值基金 | 34,071 | 3.48 | 1,465 | 8.12 | ||||
| 2025-06-27 | NP | AADBX - 美国灯塔平衡基金机构类别 | 5,700 | 7.55 | 219 | -13.49 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 4,375 | 12.90 | 173 | -3.91 | ||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 2,513,170 | 81.81 | 108,041 | 89.95 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 20,967 | 102.64 | 901 | 112.00 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 14,482 | 0.81 | 623 | 5.25 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 164,510 | 1.03 | 7,072 | 5.50 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 131,783 | 9.78 | 5,665 | 14.70 | ||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 5,701 | 245 | ||||||
| 2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 8,239 | 0.50 | 354 | 5.04 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 319 | 138.06 | 14 | 160.00 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,571,864 | 2.03 | 67,574 | 6.59 | ||||
| 2025-07-21 | 13F | 丰盛财富顾问 | 45,886 | 1.60 | 2 | 0.00 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 67,151 | 13.98 | 2,652 | -2.86 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 13,459 | 612 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,282 | 31.62 | 51 | 11.11 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 1,084 | 21.52 | 47 | 27.78 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 83,142 | 4.74 | 3,284 | -10.74 | ||||
| 2025-07-30 | 13F | 施瓦茨投资顾问公司 | 841,125 | 0.29 | 36,160 | 4.77 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 46,138 | 1,983 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 93,196 | 2.84 | 3,573 | -17.20 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 219,646 | 1.44 | 8,676 | -13.55 | ||||
| 2025-07-08 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 313,421 | 8.41 | 13,474 | 13.26 | ||||
| 2025-08-14 | 13F | 夏皮罗资本管理有限公司 | 994,788 | 42,766 | ||||||
| 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 | 91,181 | 5.00 | 3,496 | -15.48 | ||||
| 2025-08-25 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 68,900 | 21.52 | 2,962 | 26.96 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 57,779 | 2.26 | 2,484 | 6.80 | ||||
| 2025-08-14 | 13F | 穆巴达拉投资公司 PJSC | 93,330 | 4,012 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 14,773 | 2.93 | 635 | 7.63 | ||||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 61,456 | 1.61 | 2,356 | -18.19 | ||||
| 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 | 70 | 3 | ||||||
| 2025-08-28 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 7,621 | 46.45 | 328 | 52.80 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 103,733 | 1.27 | 4 | 0.00 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 85 | 3 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 34,598 | 5.88 | 1,326 | -14.78 | ||||
| 2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 14,959 | 1.25 | 643 | 5.93 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 8,161 | 30.97 | 371 | 68.18 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 141,651 | 27.41 | 6,090 | 33.12 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 33,641 | 901.82 | 1,446 | 947.83 | ||||
| 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 | 29,286 | 4.96 | 1,259 | 9.67 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 34,322 | 14.81 | 1,356 | -2.17 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 2,268 | 14.55 | 90 | -2.20 | ||||
| 2025-08-28 | NP | Horizon Funds - Centre American Select Equity Fund 投资者类别 | 170,891 | 7,347 | ||||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 113 | 8.65 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 107,296,308 | 2.52 | 4,612,145 | 7.11 | ||||
| 2025-08-29 | NP | DIAMX - 钻石山多空基金 A 级 | 750,576 | 3.21 | 32,267 | 7.83 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 17,655 | 759 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 30,219 | 5.44 | 1,299 | 10.18 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 65,639 | 5.06 | 2,593 | -10.47 | ||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 38,886 | 2.31 | 1,672 | 6.84 | ||||
| 2025-07-24 | 13F | 科伦特资本管理公司 | 326,644 | 5.80 | 14,042 | 10.53 | ||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 417 | 0.97 | 18 | 0.00 | ||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 5,679 | 244 | ||||||
| 2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 7,274 | 4.66 | 313 | 9.47 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 25,565 | 10.82 | 1,099 | 15.81 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 15,544 | 7.46 | 668 | 12.27 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 27,414 | 2.55 | 1,178 | 7.09 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 186,491 | 129.75 | 7,150 | 84.99 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,840 | 30.19 | 2,601 | 4.80 | ||||
| 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 | 1,892,652 | 7.87 | 74,760 | -8.07 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 10,859 | 32.41 | 467 | 38.28 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 232,263 | 47.12 | 9,985 | 53.71 | ||||
| 2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 7,709 | 4.40 | 331 | 9.24 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 15,966 | 46.14 | 686 | 52.78 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 69,357 | 3,105.04 | 2,982 | 3,249.44 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 8,392 | 152.69 | 361 | 164.71 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 28,191,122 | 0.27 | 1,205,855 | 4.62 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理中型价值基金 I 类 | 108,500 | 41.83 | 4,664 | 48.20 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 8,446 | 1.26 | 363 | 5.83 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 164,791 | 3.48 | 7,084 | 8.10 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 23,384 | 21.35 | 1,005 | 26.89 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 48,126 | 4.52 | 1,845 | -15.83 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 36,922 | 28.39 | 1,587 | 34.15 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 17,249 | 6.04 | 742 | 10.76 | ||||
| 2025-08-08 | 13F | Cornerstone Advisors 资产管理公司 | 8,369 | 1.06 | 360 | 5.59 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 23,351 | 38.75 | 922 | 18.21 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 52,335 | 3.29 | 2,250 | 7.92 | ||||
| 2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 42,529 | 20.66 | 1,828 | 26.07 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 110 | 4 | ||||||
| 2025-08-07 | 13F | 弗里蒙特管理公司 | 187,500 | 30.66 | 8,061 | 36.49 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 29,083 | 198.38 | 1,115 | 140.30 | ||||
| 2025-04-29 | 13F | 佩森公司 | 16,499 | 11.07 | 679 | 5.28 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 13,382 | 575 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 1,171,805 | 3.55 | 44,927 | -16.62 | ||||
| 2025-07-22 | 13F | 亨特帕金斯资本管理有限责任公司 | 204,272 | 0.43 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 602,956 | 1.20 | 25,921 | 5.73 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 19,030 | 112.20 | 818 | 121.68 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 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 | 133,958 | 34.77 | 5,759 | 40.78 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 25,223 | 15.92 | 1,084 | 21.12 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 82,400 | 29.97 | 3,542 | 35.81 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 60,219 | 0.79 | 2,589 | 5.29 | ||||
| 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 | 3,966 | 20.40 | 152 | -2.56 | ||||
| 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 | 33,524 | 9.34 | 1,285 | -11.99 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 4,498 | 1.86 | 193 | 6.63 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 424 | 0.24 | 18 | 5.88 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 388 | 53.36 | 17 | 60.00 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 205 | 2,828.57 | 9 | |||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -2,818 | -4.83 | -121 | 0.00 | |||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 14,604 | 9.53 | 560 | -11.83 | ||||
| 2025-08-14 | 13F | 希尔顿资本管理有限责任公司 | 8,614 | 370 | ||||||
| 2025-05-29 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 1,363 | 0.74 | 56 | -3.45 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 15,743 | 17.51 | 677 | 22.69 | ||||
| 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 | 584,186 | 8.49 | 22,398 | -12.66 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 874,120 | 99.98 | 37,570 | 108.88 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -9,000 | 18.42 | -356 | 0.85 | |||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 7,264 | 1,194.83 | 279 | 969.23 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 5,976 | 3.12 | 257 | 7.56 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 204,627 | 8,797 | ||||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 17,087 | 1.96 | 735 | 6.53 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 4,222 | 182 | ||||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 9,802 | 0.13 | 421 | 4.73 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 6,771 | 4,131.88 | 260 | 3,600.00 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 144,441 | 0.23 | 6,210 | 4.72 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 299,179 | 4.33 | 12,862 | 9.00 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 134,363 | 55.07 | 5,530 | 47.15 | ||||
| 2025-08-22 | NP | FGRTX - 富达巨型股票基金 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 | 265,600 | 22.74 | 11,418 | 28.23 | ||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 6,447 | 277 | ||||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 144,158 | 109.91 | 6,197 | 119.36 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 241,980 | 1.04 | 10,403 | 5.56 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 734,364 | 3.29 | 31,570 | 7.91 | ||||
| 2025-07-28 | 13F | 费曼集团有限责任公司 | 379 | 1.34 | 16 | 0.00 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 44,536 | 7.10 | 1,914 | 11.86 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 418 | 21.16 | 18 | 21.43 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 106,335 | 4.72 | 4,571 | 9.41 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 1,140,991 | 1.63 | 49,051 | 6.17 | ||||
| 2025-08-12 | 13F | one8zero8有限责任公司 | 42,172 | 4.38 | 1,813 | 9.03 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 21,010 | 15.73 | 806 | -6.83 | ||||
| 2025-07-30 | NP | EQTIX - 谢尔顿核心价值基金直接股票 | 123,700 | 10.84 | 4,886 | -5.53 | ||||
| 2025-08-14 | 13F | 毕宿五金融公司 | 8,211 | 6.48 | 353 | 11.04 | ||||
| 2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 23,532 | 4.96 | 1,091 | 2.06 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 3,780 | 1.26 | 163 | 5.88 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 92,241 | 7.41 | 3,965 | 12.23 | ||||
| 2025-08-22 | NP | FWATX - 富达顾问多资产收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 526,600 | 7.89 | 22,639 | 12.71 | ||||
| 2025-07-09 | 13F | 灵感财富顾问有限公司 | 16,920 | 7.77 | 727 | 12.54 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 289 | 201.04 | 12 | 300.00 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 45,456 | 4.93 | 2,075 | 27.22 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 464,085 | 1.38 | 19,951 | 5.92 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 624,256 | 0.44 | 26,837 | 4.93 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 914,200 | 25.11 | 39,301 | 30.71 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 5,256 | 6.38 | 226 | 10.84 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 28,299 | 13.30 | 1,217 | 18.40 | ||||
| 2025-04-28 | 13F | 地平线金融服务有限公司 | 0 | 0 | ||||||
| 2025-08-08 | 13F | 桑德斯资本有限责任公司 | 2,173,042 | 0.35 | 93,419 | 4.84 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 17,236 | 8.40 | 741 | 13.15 | ||||
| 2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 9,946 | 18.46 | 428 | 23.77 | ||||
| 2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 5,744 | 0 | ||||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 383 | 2.41 | 16 | 6.67 | ||||
| 2025-09-03 | 13F | 美国信托 | 19,802 | 9.12 | 851 | 14.08 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 5,240 | 1.87 | 201 | -18.03 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 382,092 | 4.11 | 16,426 | 8.77 | ||||
| 2025-08-14 | 13F | 卡斯卡德资本资产管理有限责任公司 | 5,968 | 0.66 | 257 | 5.35 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 5,811 | 9.85 | 250 | 14.75 | ||||
| 2025-08-14 | 13F | Ategra资本管理有限责任公司 | 366,620 | 12.25 | 15,761 | 17.26 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 238 | 10 | ||||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 6,783 | 20.07 | 292 | 25.43 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 42,680 | 7.82 | 1,756 | 2.27 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 5,071 | 0.10 | 218 | 4.81 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 21,656 | 4.93 | 931 | 9.54 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 2,914,114 | 1.68 | 125,278 | 6.23 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 8,820 | 27.53 | 0 | |||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 94,270 | 955.66 | 4,053 | 1,004.09 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 424 | 18 | ||||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 10,177 | 0.15 | 438 | 4.55 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 19,811 | 6.95 | 852 | 11.68 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 3,493 | 12.17 | 154 | 21.26 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 24,689 | 22.71 | 1,061 | 28.30 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 231,843 | 1.11 | 8,889 | -18.60 | ||||
| 2025-08-07 | 13F | 全球财富管理投资咨询公司 | 128,968 | 43.84 | 5,544 | 50.28 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 319,488 | 3.87 | 12,620 | -11.48 | ||||
| 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 | 665,709 | 1.46 | 28,619 | 6.00 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 35,511 | 9.81 | 1,527 | 14.74 | ||||
| 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 | 98,877 | 2.27 | 3,906 | -12.85 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 16,214 | 1.45 | 640 | -13.51 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 5,274 | 0.17 | 227 | 4.63 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 16,335 | 51.69 | 1 | |||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 494,280 | 2.25 | 21,249 | 6.83 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 22,862 | 1 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 12,340,535 | 19.06 | 530,520 | 24.38 | ||||
| 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 | 127,657 | 1.45 | 5,488 | 5.97 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 72,779 | 42.14 | 3,129 | 48.53 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 1,469,802 | 118.55 | 63,187 | 128.33 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 19,755 | 2.12 | 849 | 6.66 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 211 | 8 | ||||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 22,572 | 7.80 | 970 | 12.66 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 8,458 | 16.65 | 348 | 10.83 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 9,347 | 29.16 | 421 | 41.75 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 255,800 | 81.29 | 10,997 | 89.39 | |||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 54,655 | 22.68 | 2,350 | 28.15 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 328 | 1.23 | 14 | 7.69 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 150,000 | 47.49 | 6,448 | 54.11 | |||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 383 | 16 | ||||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 8,455 | 38.04 | 363 | 44.05 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 140,243 | 1.88 | 6,029 | 6.44 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 237 | 10 | ||||||
| 2025-08-22 | NP | 可变保险产品基金 IV - 金融服务投资组合初始类别 | 133,700 | 240.20 | 5,748 | 275.38 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 16,185 | 2.26 | 696 | 6.76 | ||||
| 2025-07-24 | NP | FSRBX - 银行投资组合 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 | 540,900 | 14.82 | 21,366 | -2.15 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 12,737 | 109.11 | 548 | 118.80 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 10,704 | 71.73 | 460 | 79.69 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 15,208 | 654 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | 175,555 | 2.75 | 7,547 | 7.35 | ||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 10,975 | 0.16 | 0 | |||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 401 | 6.93 | 16 | -11.76 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 158,329 | 3.62 | 6,807 | 8.26 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 1,563 | 8.24 | 67 | 13.56 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 8,308 | 0.80 | 357 | 5.31 | ||||
| 2025-08-01 | 13F | 汽车所有者保险公司 | 288,000 | 2,241.46 | 12,381 | 698.26 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 191,025 | 4.78 | 8,214 | 9.55 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 21,746 | 935 | ||||||
| 2025-07-24 | NP | FIDSX - 金融服务组合 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 | 381,600 | 80.08 | 15,073 | 103.36 | ||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 7,096 | 30.03 | 305 | 36.16 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 1,057,617 | 0.56 | 45,467 | 5.05 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 25,030 | 53.11 | 1,189 | 100.68 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 15,038 | 30.21 | 646 | 36.00 | ||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 14,530 | 16.26 | 625 | 21.40 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 841,362 | 22.65 | 36,170 | 28.13 | ||||
| 2025-06-27 | NP | PCLVX - PACE 大型公司价值股权投资 P 类 | 28,200 | 8.88 | 1,081 | -12.33 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 784 | 4.67 | 34 | 10.00 | ||||
| 2025-08-14 | 13F | 阿拉米亚管理有限公司 | 12,202 | 525 | ||||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 142 | 84.42 | 6 | 100.00 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 31,774 | 3.92 | 1,366 | 8.51 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 7,027,110 | 0.83 | 302,095 | 5.34 | ||||
| 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 | 23,589 | 3.48 | 1,014 | 8.10 | ||||
| 2025-08-14 | 13F | 休闲资本管理 | 19,755 | 2.64 | 849 | 7.20 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 429,600 | 139.20 | 18,469 | 149.91 | |||
| 2025-08-14 | 13F | Ieq资本有限公司 | 139,670 | 64.13 | 6,004 | 71.49 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 544,900 | 84.77 | 23,425 | 93.04 | |||
| 2025-08-06 | NP | SQBIX - X-Square 平衡基金有限责任公司机构类别 | 9,624 | 9.36 | 414 | 14.09 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 236 | 1,715.38 | 11 |
