机构和基金投资人持股 - 买家
在挂毯公司中开设新头寸的主要持有者包括 WMGRX - 常春藤中型成长基金 R 级, 马萨诸塞州金融服务公司 /ma/, 卡塔纳资本有限合伙人, Mediolanum国际基金有限公司, 哈德逊湾资本管理有限公司, IAMOX - Voya 中型股机会投资组合 ADV 级, FTC - First Trust 大盘成长 AlphaDEX 基金, 交响金融有限公司, 康纳斯投资者服务公司, SIH 合伙人有限责任合伙公司, Point72 欧洲(伦敦)有限责任合伙, FEX - First Trust 大盘核心 AlphaDEX 基金, Broad Peak 投资顾问私人有限公司, JACFX - 约翰汉考克中型成长基金类别资产净值, Ivy 可变保险投资组合 - Ivy VIP 中盘增长 II 级, Glenmede投资管理有限公司, 西万特资本管理有限责任公司, RMDAX - AllianzGI 中型基金 A, YOKE——Yoke核心ETF, 和 对称投资有限公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 1,236,355 | 1,462.63 | 108,564 | 3,107.21 | ||||
2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 11,041 | 7.53 | 970 | 34.21 | ||||
2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 7,747 | 680 | ||||||
2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 2,100 | 356.52 | 184 | 776.19 | ||||
2025-08-12 | 13F | MAI资本管理 | 1,345 | 126.81 | 118 | 187.80 | ||||
2025-08-14 | 13F | 富国银行/百万 | Call | 105,000 | 9,220 | |||||
2025-08-11 | 13F | 先锋集团公司 | 25,902,930 | 2.40 | 2,274,536 | 27.70 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 381 | 807.14 | 139 | 6,850.00 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 3,669 | 7.41 | 322 | 228.57 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 3,987 | 16.72 | 350 | 45.83 | ||||
2025-08-26 | NP | IAMOX - Voya 中型股机会投资组合 ADV 级 | 139,553 | 12,254 | ||||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 2,702 | 237 | ||||||
2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 31,673 | 737.91 | 2,781 | 945.49 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 3,858 | 26.41 | 281 | 95.14 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 658 | 1.86 | 46 | -2.13 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 396,349 | 143.40 | 34,803 | 203.56 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 15 | 1 | ||||||
2025-08-07 | 13F/A | 全球清洁有限责任公司 | 8,580 | 58.01 | 753 | 97.12 | ||||
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 | 283,375 | 11.25 | 24,883 | 38.75 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 6,668,997 | 1.70 | 585,605 | 26.83 | ||||
2025-08-14 | 13F | Point72 欧洲(伦敦)有限责任合伙 | 88,309 | 7,754 | ||||||
2025-08-14 | 13F | Ariadne财富管理有限公司 | 4,719 | 1.81 | 536 | 48.20 | ||||
2025-07-31 | 13F | 华盛顿信托顾问公司 | 460 | 13.86 | 40 | 42.86 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 2,426 | 213 | ||||||
2025-07-30 | NP | CCMG-CCM全球股票ETF | 24,031 | 36.54 | 1,888 | 25.55 | ||||
2025-08-27 | NP | WMGRX - 常春藤中型成长基金 R 级 | 724,107 | 63,584 | ||||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 36,018 | 5.95 | 2,829 | -2.55 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 72,177 | 351.19 | 6,338 | 462.79 | ||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 698,604 | 61,344 | ||||||
2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 668 | 4.87 | 59 | 31.82 | ||||
2025-04-01 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 2,893 | 26.17 | 211 | 95.37 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 46 | 2.22 | 4 | 33.33 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 9,124 | 0.70 | 717 | -7.37 | ||||
2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 2,280 | 200 | ||||||
2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 2,724 | 239 | ||||||
2025-08-12 | 13F | DnB 资产管理公司 | 2,758 | 242 | ||||||
2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 94,413 | 0.76 | 7,416 | -7.33 | ||||
2025-07-23 | 13F | RMG财富管理有限责任公司 | 266 | 28 | ||||||
2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 5,095 | 0.73 | 447 | 25.56 | ||||
2025-08-13 | 13F | 法国外贸银行 | 37,818 | 3,321 | ||||||
2025-08-19 | NP | RIFBX - 美国小型股票基金 | Short | -1,403 | -11.26 | -123 | 10.81 | |||
2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 108,441 | 423.54 | 9,522 | 553.09 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 7 | 133.33 | 1 | |||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 2,219 | 15.45 | 193 | 42.96 | ||||
2025-08-14 | 13F | SIH 合伙人有限责任合伙公司 | 104,542 | 9,180 | ||||||
2025-08-14 | 13F | 曼氏集团 | 87,719 | 41.23 | 7,703 | 76.13 | ||||
2025-08-05 | 13F | 伯尼公司/ | 20,557 | 1.90 | 1,805 | 27.11 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 4,828 | 32.64 | 424 | 65.23 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 3,712,851 | 10.33 | 326,025 | 37.59 | ||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 74,648 | 21.85 | 7 | 50.00 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 5,400 | 474 | |||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 239,136 | 20.03 | 20,999 | 49.69 | ||||
2025-07-25 | 13F | 协和财富合作伙伴 | 308 | 0.33 | 27 | 28.57 | ||||
2025-08-01 | 13F | KS联合资本管理公司 | 5,000 | 439 | ||||||
2025-07-28 | NP | AVMV - Avantis 美国中盘价值 ETF | 10,869 | 32.97 | 854 | 22.21 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 9,400 | 825 | |||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 1,274,804 | 16.05 | 111,941 | 44.73 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 5,800 | 38.76 | 509 | 73.13 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 1 | ||||||
2025-07-11 | 13F | 量子金融顾问有限责任公司 | 2,319 | 204 | ||||||
2025-08-01 | 13F | 贝西默集团公司 | 7,328 | 146.24 | 1 | |||||
2025-08-14 | 13F | 大和证券集团公司 | 15,783 | 24.02 | 1 | |||||
2025-07-23 | 13F | WESPAC 顾问有限责任公司 | 6,394 | 561 | ||||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 29 | 3 | ||||||
2025-08-14 | 13F | Scopus 资产管理有限公司 | 1,238,040 | 17.46 | 108,712 | 46.49 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 17,826 | 1,565 | ||||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 15,365 | 18.80 | 1,349 | 48.24 | ||||
2025-08-05 | 13F | 亨特联合投资管理有限公司 | 2,291 | 0 | ||||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 95,255 | 91.34 | 8,366 | 138.69 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 124,895 | 8.94 | 9,811 | 0.18 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 9,034 | 29.59 | 793 | 61.84 | ||||
2025-08-22 | NP | 可变保险产品基金 - 股权收益投资组合初始类别 | 481,431 | 11.60 | 42,274 | 39.18 | ||||
2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 126,570 | 8.82 | 11,114 | 35.72 | ||||
2025-08-14 | 13F | 蓝洞资本有限责任公司 | 472,872 | 195.54 | 41,523 | 268.59 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球战术配置投资组合初始类别 | 3,615 | 317 | ||||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 16,322 | 26.05 | 1,433 | 57.30 | ||||
2025-07-14 | 13F | 矩阵信托公司 | 166 | 0 | ||||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 24,161 | 0.35 | 2,122 | 25.43 | ||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 16,205 | 10.36 | 1,182 | 100.85 | ||||
2025-08-14 | 13F | 对称投资有限公司 | 37,900 | 3,328 | ||||||
2025-06-26 | NP | DURPX - 美国高相对盈利能力投资组合机构类别 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 | 8,464 | 598 | ||||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 22,311 | 1.72 | 1,959 | 26.88 | ||||
2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 3,902 | 69.95 | 276 | 64.67 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 18 | 38.46 | 2 | |||||
2025-08-14 | 13F | 埃勒维图斯财富管理 | 33,383 | 2,931 | ||||||
2025-07-24 | 13F | 美国环球投资公司 | 6,500 | 571 | ||||||
2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 32,253 | 9.53 | 2,279 | 6.10 | ||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 2,518 | 221 | ||||||
2025-08-20 | NP | LEQAX - LoCorr 动态股票基金 A 类 | Short | -8,341 | 1,050.48 | -732 | 1,457.45 | |||
2025-08-12 | 13F | 西北互助投资管理公司 | 6,626 | 0.65 | 582 | 25.49 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 2,250 | 198 | ||||||
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 | 40,714 | 1.93 | 3,575 | 27.13 | ||||
2025-07-30 | 13F | 道德公司 | 11,116 | 968 | ||||||
2025-08-22 | NP | FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 181,616 | 3,425.84 | 15,948 | 7,148.64 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 35,438 | 13.25 | 3,112 | 41.22 | ||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 47,517 | 4,172 | ||||||
2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 22,199 | 1,949 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 1,686 | 148 | ||||||
2025-08-29 | NP | DON - WisdomTree 美国中型股股息基金 不适用 | 326,459 | 0.48 | 28,666 | 25.31 | ||||
2025-08-14 | 13F | 德肖公司 | Call | 224,200 | 57.11 | 19,687 | 95.95 | |||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 59 | 4 | ||||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 178,257 | 15.33 | 15,529 | 43.02 | ||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 717,351 | 1,310.05 | 62,991 | 2,794.76 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 9,148 | 6.30 | 803 | 32.73 | ||||
2025-08-28 | NP | RAYD - 瑞联量化发达市场股票ETF | 18,301 | 131.22 | 1,607 | 188.51 | ||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 10,500 | 81.03 | 915 | 124.57 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 7,084 | 622 | ||||||
2025-05-29 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 3,655 | 19.52 | 257 | 29.15 | ||||
2025-08-06 | 13F | 价值财富顾问有限责任公司 | 112 | 0.90 | 10 | 28.57 | ||||
2025-07-15 | 13F | 灰点有限责任公司 | 2,742 | 241 | ||||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 23,827 | 2,092 | ||||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 40,900 | 3,591 | ||||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 195 | 15 | ||||||
2025-08-13 | 13F | 百达资产管理控股公司 | 726,530 | 10.15 | 63,796 | 37.36 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 76,540 | 40.08 | 6,721 | 74.68 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 50,937 | 7.59 | 4,473 | 34.17 | ||||
2025-08-14 | NP | FLRUX - 保守配置基金零售类 | 876 | 233.08 | 77 | 322.22 | ||||
2025-03-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 2,253 | 27.72 | 164 | 97.59 | ||||
2025-08-14 | 13F | 安森基金管理有限公司 | 10,000 | 878 | ||||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 4,504 | 318 | ||||||
2025-08-15 | 13F | 44 财富管理有限公司 | 19,018 | 0.75 | 1,670 | 25.58 | ||||
2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 5,856 | 514 | ||||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 4,317 | 70.43 | 379 | 112.92 | ||||
2025-08-14 | 13F | SummitTX Capital,LP | 50,024 | 30.37 | 4,393 | 62.61 | ||||
2025-08-26 | NP | CRIHX - CRM 多/空机会基金机构股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | SMSAX - SIMT 多策略另类基金 F 类 | Short | -10,835 | 1,142.55 | -951 | 1,598.21 | |||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 220,439 | 0.13 | 19,357 | 24.87 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 672 | 1.66 | 59 | 28.26 | ||||
2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 21,503 | 71.04 | 1,888 | 113.33 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 2,897 | 3.91 | 254 | 29.59 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 166 | 5.06 | 15 | 27.27 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 2,600 | 228 | ||||||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 24 | 60.00 | 3 | |||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 21,587 | 283.63 | 1,896 | 378.54 | ||||
2025-05-29 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 15,017 | 1,057 | ||||||
2025-07-31 | 13F/A | 亚飞财富 | 8 | 0 | ||||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 2,449 | 91.18 | 215 | 138.89 | ||||
2025-08-05 | 13F | 埃莱瓦资本有限公司 | 34,949 | 3,069 | ||||||
2025-07-25 | 13F | 海明顿财富管理 | 626 | 4.16 | 0 | |||||
2025-03-24 | 13F | 马斯卡尼财富管理有限公司 | 33 | 2 | ||||||
2025-08-12 | 13F | 富腾金融集团有限公司 | 23,705 | 43.23 | 2,082 | 78.63 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 511 | 45 | ||||||
2025-08-12 | 13F | 博克夫,那 | 4 | 0 | ||||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 17,964 | 1.13 | 1,577 | 26.16 | ||||
2025-08-14 | NP | FLMFX - MUIRFIELD FUND 零售类 | 24,804 | 465.53 | 2,178 | 607.14 | ||||
2025-08-18 | 13F/A | 野村控股公司 | 53,318 | 12.00 | 4,682 | 39.65 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Call | 210,000 | 61.41 | 18,440 | 101.31 | |||
2025-07-25 | 13F | 航点财富顾问 | 4,530 | 398 | ||||||
2025-08-13 | 13F | 胜利资本管理公司 | 840,281 | 35.38 | 73,776 | 68.81 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 3,303 | 4.43 | 233 | 1.30 | ||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 6,557 | 4.74 | 576 | 30.68 | ||||
2025-07-25 | 13F | CWM有限公司 | 122,059 | 20.95 | 11 | 42.86 | ||||
2025-08-14 | 13F | 法国巴黎银行 | 2,678 | 235 | ||||||
2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 1,877 | 222.51 | 165 | 310.00 | ||||
2025-07-25 | NP | RPMMX - Reinhart 中型 PMV 基金投资者类别 | 47,845 | 23.46 | 3,758 | 13.53 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 260,834 | 22,905 | ||||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 18,329 | 22.06 | 1,609 | 52.22 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 2,950 | 259 | ||||||
2025-07-28 | 13F | 纽约州教师退休制度 | 205,638 | 0.14 | 18 | 28.57 | ||||
2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | Short | -5,283 | -373 | |||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 597 | 2.05 | 52 | 26.83 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 141,600 | 268.75 | 12,434 | 359.97 | |||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 682 | 0 | ||||||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 6,278 | 551 | ||||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 17,240 | 26.08 | 1,514 | 57.28 | ||||
2025-07-11 | 13F | 第一总理银行 | 281 | 0 | ||||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 8,258 | 7.47 | 649 | -1.22 | ||||
2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 32,926 | 64.10 | 2,891 | 104.75 | ||||
2025-08-13 | 13F | Pinpoint Asset Management(新加坡)私人有限公司 | 7,051 | 619 | ||||||
2025-07-09 | 13F | 莱因哈特合伙公司 | 146,891 | 17.56 | 12,899 | 46.62 | ||||
2025-07-10 | 13F | 巴德尔银行 | 19,663 | 84.06 | 1,727 | 129.52 | ||||
2025-08-13 | 13F | 挪威银行 | 2,587,946 | 227,248 | ||||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 368 | 71.16 | 32 | 113.33 | ||||
2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 724,076 | 53.44 | 63,581 | 91.36 | ||||
2025-08-15 | 13F | 公平控股公司 | 5,701 | 0.12 | 501 | 25.00 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 41,409 | 29.14 | 3,636 | 61.10 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 458 | 22.13 | 0 | |||||
2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 2,750 | 241 | ||||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 45,544 | 0.65 | 3,999 | 25.52 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 101,288 | 5.30 | 8,894 | 31.33 | ||||
2025-07-31 | 13F | R平方有限公司 | 4,355 | 382 | ||||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 44,437 | 3.78 | 3,902 | 29.46 | ||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 32,640 | 226.40 | 2,866 | 307.10 | ||||
2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 3,341 | 290 | ||||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | Call | 12,000 | 1,054 | |||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 123 | 11 | ||||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 50,530 | 0.47 | 3,969 | -7.61 | ||||
2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 22,455 | 1,586 | ||||||
2025-06-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 131,042 | 9,258 | ||||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 3,546,969 | 36.02 | 311,388 | 75.52 | ||||
2025-08-13 | 13F | 施罗德投资管理集团 | 4,002,818 | 1,661.61 | 351,487 | 2,102.02 | ||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 528,382 | 114.47 | 46,397 | 167.48 | ||||
2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 144,100 | 12,653 | ||||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 686 | 9.06 | 48 | 17.07 | ||||
2025-07-22 | 13F | Gsa资本合伙公司 | 2,664 | 0 | ||||||
2025-08-14 | 13F | Synovus金融公司 | 4,018 | 353 | ||||||
2025-05-27 | NP | FCFY - First Trust S&P 500 多元化自由现金流 ETF | 369 | 1.10 | 26 | 8.70 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 20,795 | 1,826 | ||||||
2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 2,715 | 26.87 | 238 | 58.67 | ||||
2025-07-22 | 13F | 团队金融集团有限责任公司 | 99 | 9 | ||||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,525 | 222 | ||||||
2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 40,133 | 1.20 | 2,835 | -1.97 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 404,043 | 1.13 | 35,479 | 26.13 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 13,300 | 1,168 | |||||
2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 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 | 52,291 | 577.87 | 4,107 | 524.16 | ||||
2025-08-14 | 13F | 卡塔纳资本有限合伙人 | 340,000 | 29,855 | ||||||
2025-05-23 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 45 | 3 | ||||||
2025-08-14 | NP | FLDGX - 动态配置基金零售类 | 6,528 | 341.08 | 573 | 450.96 | ||||
2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 中盘增长 II 级 | 56,522 | 4,963 | ||||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 232,479 | 34.29 | 20,414 | 67.47 | ||||
2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 53,388 | 56.54 | 4,688 | 95.21 | ||||
2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 7,797 | 17.76 | 685 | 46.78 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 37,314 | 7.62 | 3,277 | 34.21 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 244,319 | 2.47 | 21,454 | 27.80 | ||||
2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 102 | 54.55 | 7 | 75.00 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 218,400 | 158.77 | 19,178 | 222.74 | ||||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 2,593 | 8.72 | 204 | 0.00 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 108,533 | 15.21 | 9,790 | 47.60 | ||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 3,320 | 14.13 | 292 | 42.65 | ||||
2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 2,488 | 176 | ||||||
2025-07-17 | 13F | 罗利资本管理公司 | 153 | 4.08 | 13 | 30.00 | ||||
2025-06-25 | NP | CFIPX - QS全球股票基金A类 | 18,471 | 1,305 | ||||||
2025-08-14 | 13F | SRS投资管理有限公司 | 5,332,824 | 12.42 | 468,275 | 40.20 | ||||
2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 46,700 | 4,101 | ||||||
2025-08-07 | 13F | Readystate资产管理有限公司 | 5,021 | 441 | ||||||
2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 2,838 | 249 | ||||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 4,636 | 4.25 | 407 | 30.03 | ||||
2025-08-01 | 13F | 桑坦德银行, SA | 80,046 | 0.34 | 7,029 | 25.14 | ||||
2025-08-01 | 13F | SYM金融公司 | 8,612 | 5.57 | 756 | 31.71 | ||||
2025-08-29 | NP | STXM-Strive 中型股 ETF | 1,036 | 9.98 | 91 | 36.36 | ||||
2025-04-25 | NP | VCULX - 成长基金 | 3,776 | 323 | ||||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 29,742 | 137.67 | 2,612 | 196.37 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 551 | 1,474.29 | 48 | 4,700.00 | ||||
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 | 18,172 | 406.61 | 1,596 | 1,448.54 | ||||
2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 20 | 2 | ||||||
2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,505 | 3,996 | ||||||
2025-08-14 | 13F | 霍华德休斯医学院 | 44 | 4 | ||||||
2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 600 | 53 | ||||||
2025-08-13 | 13F | 温斯洛资产管理公司 | 106,531 | 0.29 | 9 | 28.57 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 7,177 | 6.86 | 630 | 43.84 | ||||
2025-08-08 | 13F | 创意策划 | 36,500 | 14.36 | 3,205 | 42.63 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 小型公司成长投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,896 | 67.99 | 4,645 | 214.00 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 4,576 | 39.05 | 402 | 86.51 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 11,422 | 110.43 | 804 | 127.12 | ||||
2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 74,400 | 6,533 | ||||||
2025-08-14 | 13F | 尼古拉斯投资合伙人有限合伙人 | 8,463 | 743 | ||||||
2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 78,606 | 547.87 | 6,902 | 708.20 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 9,687 | 851 | ||||||
2025-05-22 | NP | IPMIX - Voya 指数 Plus 中型股投资组合 I 类 | 25,648 | 17.44 | 1,806 | 26.58 | ||||
2025-08-21 | 13F | 克拉里昂财富管理合伙有限公司 | 15,003 | 1,317 | ||||||
2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 215 | 17 | ||||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 1,536 | 135 | ||||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 1,857 | 0.22 | 163 | 25.38 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 20,367 | 0.15 | 1,788 | 24.95 | ||||
2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 17,487 | 151.32 | 1,235 | 143.59 | ||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 2,457 | 216 | ||||||
2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 7,304 | 1.61 | 641 | 26.68 | ||||
2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 170 | 68.32 | 15 | 100.00 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 2,010 | 1.93 | 176 | 27.54 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 22,445 | 1,586 | ||||||
2025-08-06 | 13F | 友邦保险集团有限公司 | 22,000 | 1,932 | ||||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 2,629 | 231 | ||||||
2025-08-13 | 13F | 约翰逊金融集团公司 | 445 | 39 | ||||||
2025-07-21 | 13F | 乐凯资产管理有限公司 | 33,598 | 4.10 | 2,950 | 29.84 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 737,548 | 75.11 | 64,764 | 118.38 | ||||
2025-08-12 | 13F | 恒线顾问公司 | 436,300 | 6.91 | 38,311 | 33.33 | ||||
2025-07-18 | 13F | 邮政银行资产管理公司 | 75,764 | 6,653 | ||||||
2025-08-12 | 13F | 富兰克林资源公司 | 469,592 | 56.05 | 41,222 | 94.55 | ||||
2025-08-14 | 13F | 农林中金银行 | 10,992 | 2.51 | 965 | 27.81 | ||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 8,311 | 0.64 | 1 | |||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 14,455 | 34.04 | 1,269 | 67.19 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 13 | 0 | ||||||
2025-08-07 | 13F | 第1620章 | 6,985 | 2.19 | 613 | 27.44 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 15,771 | 20.42 | 1,239 | 10.73 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 67,163 | 0.58 | 5,898 | 25.44 | ||||
2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 92 | 8 | ||||||
2025-06-27 | NP | YOKE——Yoke核心ETF | 47,313 | 3,343 | ||||||
2025-08-05 | 13F | 桥水顾问公司 | 5,506 | 0.58 | 591 | 54.31 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 5,896 | 1.46 | 518 | 26.41 | ||||
2025-03-27 | NP | SRHQ - SRH 美国质量 ETF | 52,876 | 9.98 | 3,857 | 69.05 | ||||
2025-08-29 | NP | JACFX - 约翰汉考克中型成长基金类别资产净值 | 72,085 | 6,330 | ||||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 2,651 | 233 | ||||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 196,183 | 6,294.49 | 17,227 | 7,875.00 | ||||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 22,719 | 7.49 | 1,995 | 34.01 | ||||
2025-08-26 | NP | IPEAX - Voya 大盘价值投资组合 ADV 级 | 37,857 | 2.11 | 3,324 | 27.36 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 955,667 | 2,547.42 | 83,917 | 3,202.52 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,255 | 3.38 | 110 | 29.41 | ||||
2025-08-13 | 13F | 丰业资本公司 | 32,607 | 37.98 | 2,863 | 72.16 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 56,499 | 0.53 | 4,961 | 25.40 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 109,767 | 1.04 | 9,639 | 26.00 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 7,120 | 47.41 | 625 | 83.82 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 1,017,529 | 994.00 | 89,349 | 1,264.52 | ||||
2025-07-29 | NP | MVFD - 君主成交量因子股息树指数 ETF | 25,941 | 0.26 | 2,038 | -7.83 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 44,595 | 77.72 | 3,151 | 191.13 | ||||
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 | 80,151 | 2.56 | 5,663 | -0.67 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 48,934 | 30.12 | 4,297 | 63.10 | ||||
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 | 7,546 | 20.72 | 593 | 11.07 | ||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 163,296 | 1.91 | 14,339 | 27.11 | ||||
2025-04-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 6,788 | 580 | ||||||
2025-06-30 | NP | 两条路共享信托 - 安菲尔德美国股票板块轮动 ETF | 16,158 | 1,142 | ||||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,491 | 4.05 | 131 | 30.00 | ||||
2025-07-23 | NP | CFMCX - 中型股基金 | 5,965 | 53.42 | 469 | 40.96 | ||||
2025-07-30 | 13F | 库克森皮尔斯公司 | 13,888 | 11.30 | 1,220 | 38.84 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 11,326 | 995 | ||||||
2025-07-18 | 13F | 信托金融公司 | 427,031 | 1,003.98 | 37,498 | 1,277.05 | ||||
2025-07-24 | 13F | 支付宝证券公司 | 10 | 11.11 | 1 | |||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 142 | 2.90 | 12 | 33.33 | ||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 23,763 | 2,087 | ||||||
2025-07-23 | 13F | 信托资产管理有限责任公司 | 2,702 | 237 | ||||||
2025-08-14 | 13F | 间隔合伙人有限合伙人 | 1,034,392 | 39.95 | 90,830 | 74.54 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 9,902 | 11.91 | 869 | 39.71 | ||||
2025-08-13 | 13F | 景顺有限公司 | 3,361,957 | 0.09 | 295,213 | 24.82 | ||||
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 | 789 | 10.97 | 69 | 38.00 | ||||
2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 24,527 | 2,154 | ||||||
2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 130,596 | 11,468 | ||||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 14,079 | 5.27 | 1,236 | 35.38 | ||||
2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 4,803 | 4.64 | 422 | 30.34 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 2,500 | 220 | |||||
2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 3,200 | 281 | ||||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 150,000 | 13,172 | |||||
2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,337 | 10.49 | 730 | 7.04 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 3 | 0 | ||||||
2025-08-08 | 13F | Mv 资本管理公司 | 2,059 | 62.77 | 181 | 102.25 | ||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 213,087 | 94.26 | 18,711 | 142.28 | ||||
2025-08-29 | NP | PKAIX - PIMCO RAE 美国基金机构类 | 104,191 | 38.31 | 9,149 | 72.52 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 1,587 | 70.65 | 139 | 113.85 | ||||
2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 45,232 | 47.75 | 3,972 | 84.27 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 449,758 | 81.29 | 39,493 | 126.10 | ||||
2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 154,805 | 6,933.39 | 13,593 | 14,360.64 | ||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | -108 | -635.00 | ||||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 13 | 1 | ||||||
2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 1,310 | 322.58 | 115 | 447.62 | ||||
2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 93,998 | 11.61 | 6,641 | 8.09 | ||||
2025-07-21 | 13F/A | 算盘规划集团有限公司 | 2,660 | 234 | ||||||
2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 97 | 7 | ||||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 30 | 114.29 | 3 | 200.00 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 5,195 | 8.43 | 456 | 35.31 | ||||
2025-08-14 | 13F | 阿尔格特全球有限公司 | 224,839 | 54.60 | 20 | 90.00 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 53,491 | 36.96 | 4,697 | 70.83 | ||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 39,077 | 52.00 | 3,431 | 89.56 | ||||
2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 204 | 18 | ||||||
2025-05-15 | 13F | 乐天投资管理公司 | 13,209 | 49.54 | 928 | 119.15 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 112,800 | 1.53 | 9,826 | 25.91 | |||
2025-08-04 | 13F | 创意金融设计公司 /adv | 231 | 0.43 | 20 | 25.00 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 231,900 | 33.28 | 20,201 | 65.26 | |||
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 | 15,292 | 5.45 | 1,080 | 2.18 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 7,907 | 2.93 | 694 | 28.52 | ||||
2025-08-26 | NP | GVEYX - 机构价值股票基金 | 86,911 | 11.23 | 7,632 | 38.72 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 7,550 | 4.17 | 663 | 29.80 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 9 | 1 | ||||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 12,210 | 77.86 | 1,072 | 157.69 | ||||
2025-08-15 | 13F | 乐观退休集团有限责任公司 | 3,901 | 11.94 | 343 | 39.59 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 6,055 | 34.77 | 661 | 97.01 | ||||
2025-08-19 | 13F/A | 皮特凯恩郡 | 28,158 | 328.85 | 2,473 | 435.06 | ||||
2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 211,496 | 163.45 | 19 | 260.00 | ||||
2025-08-12 | 13F | 真实与真实有限责任公司 | 3,916 | 0.90 | 344 | 25.64 | ||||
2025-07-09 | 13F | 捷克国家银行 | 50,781 | 6.80 | 4,459 | 33.22 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 17,849 | 158.53 | 1,567 | 222.43 | ||||
2025-05-15 | 13F | 瑞银奥康纳有限公司 | 15,000 | 1,056 | ||||||
2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,644 | 28.77 | 399 | 24.76 | ||||
2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 163,260 | 67.06 | 14,336 | 108.36 | ||||
2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 3,181 | 279 | ||||||
2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 13,245 | 94.21 | 1,163 | 142.29 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 259 | 23 | ||||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 纪律核心基金 3 级 | 453,348 | 8.85 | 39,808 | 35.75 | ||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 2,948 | 12.78 | 259 | 40.22 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | 52,657 | 234.05 | 4,624 | 316.86 | ||||
2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 12,776 | 487.67 | 1,122 | 632.68 | ||||
2025-08-28 | NP | VFLO - VictoryShares 自由现金流 ETF | 722,541 | 29.97 | 63,446 | 62.09 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 13 | 1 | ||||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 4,051 | 356 | ||||||
2025-04-29 | NP | FLOW - Global X US Cash Flow Kings 100 ETF | 1,593 | 68.75 | 136 | 134.48 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 45,009 | 187.91 | 3,952 | 259.27 | ||||
2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 947,189 | 83,173 | ||||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 277,144 | 30.66 | 24,336 | 62.96 | ||||
2025-08-12 | 13F | 熵技术有限公司 | 43,884 | 81.02 | 3,853 | 125.85 | ||||
2025-08-14 | 13F | Voya 财务顾问公司 | 2,334 | 203 | ||||||
2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 29,368 | 184.63 | 2,579 | 255.10 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 1,230,231 | 3.09 | 108,000 | 28.62 | ||||
2025-08-14 | 13F | Numerai GP 有限责任公司 | 5,181 | 455 | ||||||
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 | 1,761 | 1,021.66 | 155 | 1,300.00 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 中型成长基金 | 18,750 | 1,646 | ||||||
2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 28,646 | 13.31 | 2,024 | 9.77 | ||||
2025-08-14 | 13F | 克劳福德投资顾问公司 | 6,492 | 1.22 | 570 | 26.39 | ||||
2025-08-13 | 13F | 正确资本财富管理 | 19,084 | 2.64 | 1,676 | 27.96 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 30,733 | 292.30 | 3 | |||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 49 | 4 | ||||||
2025-04-24 | NP | SCHD - 嘉信美国股息股票 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,060,953 | 3.82 | 517,727 | 42.40 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 249,152 | 21,704 | ||||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 3,261 | 4.39 | 256 | -3.76 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 3,177 | 279 | ||||||
2025-08-14 | 13F | 弗默尔有限公司 | 11,118,528 | 15.69 | 976,318 | 44.28 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 9,137 | 3.84 | 802 | 29.56 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 27,549 | 5.41 | 2,419 | 31.47 | ||||
2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 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 | 18,159 | 72.32 | 1,426 | 58.44 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 2,288 | 120.00 | 201 | 173.97 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 6,399 | 9.14 | 1 | |||||
2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 17 | 21.43 | 1 | |||||
2025-07-24 | NP | FEQTX - 富达股票股息收入基金 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 | 258,100 | 34.92 | 20,274 | 24.07 | ||||
2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,543 | 750 | ||||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | 7,516 | 529 | ||||||
2025-08-12 | 13F | 贝莱德公司 | 16,853,741 | 21.71 | 1,479,927 | 51.78 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 5,100 | 359 | |||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 15,500 | 1,091 | |||||
2025-07-08 | 13F | NBC 证券公司 | 2,093 | 21.40 | 0 | |||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 783 | 0 | ||||||
2025-08-08 | 13F | KBC 集团 | 16,829 | 72.48 | 1 | |||||
2025-08-07 | 13F | 米德资产管理公司 | 45,691 | 430.98 | 4,012 | 563.14 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 207 | 3.50 | 0 | |||||
2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 13,559 | 1,065 | ||||||
2025-06-26 | NP | TGDIX - TCW 相对价值大盘基金 I 类 | 120,125 | 39.58 | 8,487 | 35.19 | ||||
2025-08-14 | 13F | 丹增全球管理有限责任公司 | 80,000 | 6.67 | 7,025 | 33.03 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 8 | 300.00 | 1 | |||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 110 | 14.58 | 0 | |||||
2025-07-30 | NP | OUSM - ALPS | O'Shares 美国小型股优质股息 ETF 股票 | 113,613 | 2.56 | 8,924 | -5.69 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 13,971 | 7.57 | 1,227 | 34.14 | ||||
2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 1,271 | 6.54 | 100 | -1.98 | ||||
2025-05-30 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 321 | 286.75 | 28 | 460.00 | ||||
2025-08-08 | 13F | 凯恩投资管理有限公司 | 8,534 | 749 | ||||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 225,684 | 1.16 | 19,817 | 26.16 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 2,583 | 227 | ||||||
2025-08-12 | 13F | XTX Topco有限公司 | 3,920 | 9.74 | 344 | 37.05 | ||||
2025-07-28 | 13F | 道明资产管理公司 | 90,655 | 124.09 | 7,960 | 179.49 | ||||
2025-08-22 | NP | 三洲公司 | 112,686 | 9.57 | 9,895 | 36.64 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 607 | 5.02 | 53 | 32.50 | ||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 38,722 | 46.82 | 3,400 | 83.19 | ||||
2025-07-14 | 13F | 富达财富管理 | 38 | 3 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 487 | 0.83 | 43 | 23.53 | ||||
2025-07-29 | 13F | 私人信托公司 | 781 | 9.23 | 69 | 36.00 | ||||
2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares 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 | 5,921 | 36.27 | 520 | 180.54 | ||||
2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 96,862 | 6.89 | 8,505 | 33.31 | ||||
2025-08-14 | 13F | 亲和投资顾问有限公司 | 30,401 | 63.00 | 2,670 | 103.27 | ||||
2025-08-14 | 13F | 福帆资本有限责任公司 | 2,595 | 228 | ||||||
2025-08-13 | 13F | 咨询研究公司 | 175,360 | 15.79 | 15,398 | 44.41 | ||||
2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 162,003 | 14,225 | ||||||
2025-08-12 | 13F | Nuveen有限责任公司 | 953,154 | 13.49 | 83,696 | 41.54 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 5,344 | 0.23 | 420 | -7.91 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 16,044 | 10.98 | 1,134 | 7.50 | ||||
2025-07-09 | 13F | 拉德诺资本管理有限公司 | 4,900 | 11.36 | 0 | |||||
2025-08-13 | 13F | 资本基金管理公司 | 181,695 | 730.61 | 15,955 | 935.97 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 3,520 | 309 | ||||||
2025-07-24 | 13F | 纪念碑资本管理公司 | 2,758 | 242 | ||||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 499,988 | 5,027.56 | 43,904 | 6,300.00 | ||||
2025-07-24 | NP | DESRX - DWS ESG 核心股票基金 R 类 | 18,412 | 4.89 | 1,446 | -3.54 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - Westfield 中型成长基金 1 级 | 102,820 | 14.79 | 9,029 | 43.17 | ||||
2025-08-04 | 13F | 俄亥俄州 | 18,257 | 17.94 | 1,603 | 47.20 | ||||
2025-08-14 | 13F | Rivermont资本管理有限责任公司 | 326,205 | 32.96 | 28,644 | 65.82 | ||||
2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 1,205 | 1,168.42 | 106 | 1,650.00 | ||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 6,743 | 592 | ||||||
2025-06-30 | NP | 两条道路共享信任 - Hypatia 女性首席执行官 ETF | 260 | 1.17 | 18 | 0.00 | ||||
2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 277,983 | 4.38 | 24,410 | 30.17 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 71,820 | 6,307 | ||||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 125 | 27.55 | 11 | 66.67 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 183,002 | 1,180.54 | 16,070 | 1,497.32 | ||||
2025-07-07 | 13F | OMNI 360 财富公司 | 14,575 | 10.78 | 1,280 | 38.12 | ||||
2025-08-14 | 13F | 完整投资管理公司 | 35,600 | 3,126 | ||||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 3,432 | 3.84 | 301 | 29.74 | ||||
2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 225,541 | 1.92 | 19,805 | 27.10 | ||||
2025-08-28 | NP | XLY - 非必需消费品精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,212,752 | 3.22 | 106,492 | 28.73 | ||||
2025-08-14 | 13F | 极地资产管理合伙公司 | 32,500 | 2,854 | ||||||
2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 1,790 | 157 | ||||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 11,272 | 16.91 | 1 | |||||
2025-08-29 | NP | FTHMX - FullerThaler 行为中型股票基金机构股票 | 5,720 | 33.80 | 502 | 66.78 | ||||
2025-07-21 | 13F | 111资本 | 10,533 | 21.12 | 925 | 50.98 | ||||
2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 3,375 | 296 | ||||||
2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 257 | 9.83 | 23 | 37.50 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 3,399 | 252.96 | 298 | 344.78 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 167 | 15 | ||||||
2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 440 | 84.87 | 31 | 82.35 | ||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 5,677 | 9.19 | 401 | 5.80 | ||||
2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 6,937 | 1,206.40 | 609 | 2,668.18 | ||||
2025-08-14 | 13F | 桥前资本有限责任公司 | 21,312 | 47.43 | 1,871 | 83.97 | ||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 8,285 | 235.70 | 728 | 320.23 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 426,606 | 39.07 | 37,460 | 73.44 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 58,100 | 3.20 | 5,102 | 28.68 | |||
2025-08-15 | 13F/A | 乐天证券公司 | 111 | 117.65 | 10 | 200.00 | ||||
2025-08-11 | 13F | 多尔西赖特事务所 | 4,228 | 22.55 | 371 | 52.67 | ||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 49 | 3 | ||||||
2025-08-13 | 13F | Trustmark 国家银行信托部 | 43,535 | 9.90 | 3,823 | 37.04 | ||||
2025-03-28 | NP | JQUA - 摩根大通美国品质因素 ETF | 223,058 | 9.39 | 16,270 | 68.16 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | 1,357,398 | 45.15 | 119,193 | 81.03 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 91,900 | 2.34 | 8,070 | 27.63 | |||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 3,595 | 16.42 | 316 | 45.16 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 14,358 | 1,261 | ||||||
2025-07-08 | 13F | Range金融集团有限责任公司 | 38,447 | 20.48 | 3,376 | 50.31 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 2,917 | 256 | ||||||
2025-08-14 | 13F | 采石场LP | 6,592 | 429.90 | 579 | 564.37 | ||||
2025-07-14 | 13F | 格里斯金融有限公司 | 2,367 | 208 | ||||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 20,663 | 46.76 | 1,460 | 42.20 | ||||
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 | 14 | 27.27 | 1 | |||||
2025-07-16 | 13F/A | CX 机构 | 7,273 | 8.28 | 1 | |||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 56,591 | 65.63 | 4,969 | 106.61 | ||||
2025-06-18 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 18,710 | 1,322 | ||||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 中型成长基金 3 级 | 33,742 | 2,963 | ||||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 1,802 | 158 | ||||||
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 | 910 | 32.27 | 64 | 28.00 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 9,358 | 822 | ||||||
2025-08-29 | NP | JAEVX - 中型股票信托资产净值 | 37,261 | 3,272 | ||||||
2025-07-28 | 13F | 双树管理有限公司 | Call | 119,000 | 698.66 | 10,449 | 896.09 | |||
2025-07-28 | 13F | 双树管理有限公司 | 347,622 | 93.48 | 30,525 | 141.30 | ||||
2025-08-18 | 13F | Onefund有限责任公司 | 597 | 0 | ||||||
2025-08-29 | 13F | 半人马座金融公司 | 1,543 | 0 | ||||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 2,729,199 | 2.77 | 239,651 | 28.18 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 5,414 | 10.04 | 475 | 37.28 | ||||
2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 4,336 | 381 | ||||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 947 | 67 | ||||||
2025-08-08 | 13F | denkapparat Operations GmbH | 5,572 | 489 | ||||||
2025-08-13 | 13F | 阿蒙迪 | 1,018,384 | 135.56 | 88,070 | 212.98 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 20,371 | 12.88 | 1,789 | 40.79 | ||||
2025-08-26 | NP | DVAL - BrandywineGLOBAL-动态美国大盘价值 ETF | 5,838 | 322.43 | 513 | 700.00 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 5,895,824 | 2.52 | 517,712 | 27.85 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 3,703 | 1.45 | 325 | 26.95 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 6,422 | 454 | ||||||
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 | 42,982 | 3,037 | ||||||
2025-07-29 | 13F | 积极财富管理 | 70 | 32.08 | 6 | 100.00 | ||||
2025-08-13 | 13F | 布朗咨询公司 | 3,630 | 13.76 | 319 | 41.96 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core 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 | 678 | 60 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 8,165 | 0.63 | 717 | 25.39 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 162 | 2.53 | 14 | 27.27 | ||||
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 | 105,459 | 1.82 | 9,260 | 26.99 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47,745 | 0.16 | 4,192 | 24.91 | ||||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 2,625 | 7.32 | 231 | 33.72 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 981 | 17.20 | 86 | 48.28 | ||||
2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 1,295 | 114 | ||||||
2025-08-05 | 13F | 机械资本公司 | 6,264 | 550 | ||||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,201 | 1,071 | ||||||
2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 64,300 | 192.27 | 5,645 | 264.60 | ||||
2025-07-25 | NP | AFMC - First Trust Active Factor Mid Cap 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 | 8,312 | 101.60 | 653 | 85.23 | ||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 20 | 1 | ||||||
2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 926 | 65 | ||||||
2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,710 | 16.45 | 2,735 | 12.79 | ||||
2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 73 | 6 | ||||||
2025-08-04 | 13F | 联合银行 | 45,386 | 9.17 | 4 | 50.00 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 96,401 | 36.29 | 8,465 | 69.96 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,951,028 | 0.92 | 171,320 | 25.86 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 19,780 | 395,500.00 | 1,554 | |||||
2025-08-26 | NP | DMAGX - Driehaus 多元资产增长经济基金 | 4,682 | 411 | ||||||
2025-08-13 | 13F | 系统财务管理有限公司 | 379,791 | 0.31 | 33,350 | 25.10 | ||||
2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 656,756 | 76.43 | 57,670 | 120.04 | ||||
2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 1,661 | 11.93 | 117 | 8.33 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 71,834 | 24.17 | 6,308 | 54.85 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 88,319 | 9.26 | 6,219 | 17.77 | ||||
2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 14,565 | 1,144 | ||||||
2025-06-03 | 13F | 投资有限责任公司 | 8,151 | 574 | ||||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 44,565 | 0.18 | 3,913 | 24.94 | ||||
2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,659 | 1,106 | ||||||
2025-08-12 | 13F | 维斯特资本有限公司 | 313 | 0 | ||||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 50,960 | 4,475 | ||||||
2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 4,256 | 374 | ||||||
2025-08-07 | 13F | 唤起财富有限公司 | 4,004 | 352 | ||||||
2025-08-12 | 13F | 托克维尔资产管理公司 | 207,734 | 18,241 | ||||||
2025-08-05 | 13F | 新方资本有限责任公司 | 218 | 44.37 | 19 | 90.00 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 11,166 | 981 | ||||||
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 | 20,246 | 2.27 | 1,778 | 27.57 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 151,457 | 2.87 | 10,700 | -0.36 | ||||
2025-08-26 | NP | XVOL - Acruence 主动对冲美国股票 ETF | 978 | 7.71 | 86 | 34.92 | ||||
2025-08-01 | 13F | Envestnet资产管理公司 | 401,828 | 35.08 | 35,285 | 68.47 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 29,167 | 29.11 | 3 | 100.00 | ||||
2025-05-30 | NP | TMSL - T. Rowe 价格中小型股 ETF | 44,081 | 84.46 | 3,104 | 98.78 | ||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 4,945 | 6.50 | 446 | 36.81 | ||||
2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 125,450 | 9,854 | ||||||
2025-08-11 | 13F | 洞察 2811 公司 | 2,468 | 217 | ||||||
2025-07-24 | 13F | IFP 顾问公司 | 3,318 | 16.95 | 291 | 46.23 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 4,622 | 14.35 | 406 | 42.61 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 202,667 | 0.28 | 14,318 | -2.86 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 4,603 | 25.63 | 404 | 57.20 | ||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 1,911 | 2.41 | 168 | 27.48 | ||||
2025-08-06 | 13F | 融合金融有限公司 | 3,386 | 2.98 | 297 | 28.57 | ||||
2025-08-26 | NP | EHLS - 均势多空 ETF | 2,088 | 183 | ||||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 87 | 77.55 | 8 | 133.33 | ||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 2,508 | 220 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 18,792 | 13.82 | 1,650 | 42.36 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 15,841 | 0.63 | 1,391 | 25.45 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 153,288 | 3.75 | 13,460 | 29.40 | ||||
2025-04-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 29,391 | 46.48 | 2,581 | 82.72 | ||||
2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 244,332 | 78.04 | 17,262 | 72.45 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 5,490 | 10.71 | 482 | 38.11 | ||||
2025-06-25 | NP | SDVD - FT Vest SMID 股息上涨目标收入 ETF | 37,671 | 2,661 | ||||||
2025-08-14 | 13F | 加拿大皇家银行 | 487,548 | 59.54 | 42,813 | 98.98 | ||||
2025-08-07 | 13F | 金路德资本管理公司 | 16,528 | 22.18 | 1,451 | 52.42 | ||||
2025-07-28 | NP | VBCVX - 系统价值基金 | 43,652 | 3,429 | ||||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 17,220 | 57.06 | 1,512 | 95.98 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 4,996 | 0.22 | 439 | 25.14 | ||||
2025-08-12 | 13F | 瓦德尔联合有限公司 | 3,233 | 284 | ||||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 30,205 | 2,652 | ||||||
2025-08-21 | NP | USLUX - 霍姆斯宏观趋势基金 | 6,500 | 571 | ||||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 6,709 | 11.48 | 589 | 39.24 | ||||
2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,982 | 0.61 | 548 | -7.43 | ||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 47,685 | 8.88 | 4,187 | 35.81 | ||||
2025-08-13 | 13F | 奥西亚姆 | 15,188 | 1.67 | 1,334 | 26.83 | ||||
2025-08-26 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 166,936 | 7.81 | 14,659 | 34.45 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 88,314 | 64.10 | 7,755 | 104.65 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 535,889 | 21.34 | 47,056 | 51.32 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 63 | 4 | ||||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 92,850 | 865.38 | 8,072 | 1,051.50 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 171 | 21.28 | 15 | 66.67 | ||||
2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 251 | 5.91 | 18 | 0.00 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 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 | 727 | 64 | ||||||
2025-07-25 | NP | UCMCX - 基石适度保守基金 | 909 | 71 | ||||||
2025-08-12 | 13F | 保德信金融公司 | 260,665 | 126.21 | 22,889 | 182.12 | ||||
2025-03-17 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 45,255 | 17.11 | 3,301 | 80.03 | ||||
2025-07-15 | 13F | 财务管理专业人士公司 | 157 | 1.95 | 14 | 30.00 | ||||
2025-06-26 | NP | FSMD - 富达中小因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,535 | 74.86 | 5,478 | 69.36 | ||||
2025-08-07 | 13F | 英杰华公司 | 769,981 | 67,612 | ||||||
2025-08-26 | NP | SDVY - First Trust SMID Cap Rising Dividend Achievers 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 | 917,737 | 31.70 | 80,586 | 64.25 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 81,144 | 36.24 | 7 | 75.00 | ||||
2025-08-14 | NP | FLFGX - 全球配置基金零售类 | 250 | 201.20 | 22 | 320.00 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 2,829 | 248 | ||||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 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 | 32,841 | 31.35 | 2,320 | 27.26 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 7,043 | 39.55 | 618 | 74.08 | ||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 2,717 | 239 | ||||||
2025-08-15 | 13F | Captrust 财务顾问 | 34,614 | 12.40 | 3,039 | 40.18 | ||||
2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 2,932 | 0.41 | 257 | 25.37 | ||||
2025-08-07 | 13F | 雅绅特资本管理有限公司 | 217 | 87.07 | 19 | 137.50 | ||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 9,365 | 2.31 | 822 | 27.64 | ||||
2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 30,682 | 60.94 | 2,694 | 100.75 | ||||
2025-08-27 | NP | OASGX - 最佳中小盘成长基金A类 | 50,719 | 46.80 | 4,454 | 97.30 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 13,766 | 293.54 | 1,209 | 391.06 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 109,247 | 3.45 | 10 | 28.57 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 63,600 | 2,932.90 | 5,585 | 5,597.96 | ||||
2025-07-15 | 13F | 西格内特财务管理有限公司 | 19,491 | 3.38 | 1,712 | 28.94 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 5,500,858 | 2.97 | 482,125 | 28.35 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 150,840 | 63.80 | 13,245 | 104.27 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 105,416 | 5.27 | 9,257 | 31.29 | ||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 2,959 | 315 | ||||||
2025-08-14 | 13F | 全新世顾问有限合伙人 | 1,397,202 | 14.27 | 122,688 | 42.51 | ||||
2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 15,142 | 1,330 | ||||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 380 | 224.79 | 33 | 312.50 | ||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 2,798 | 1.41 | 220 | -6.81 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 3,445 | 303 | ||||||
2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 182 | 0.55 | 16 | 25.00 | ||||
2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 786,709 | 7.32 | 55,581 | 3.95 | ||||
2025-07-29 | NP | FCUS - Pinnacle Focused Opportunities ETF | 7,977 | 627 | ||||||
2025-08-14 | NP | FLDOX - 适度配置基金零售类 | 1,874 | 294.53 | 165 | 396.97 | ||||
2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 646 | 46 | ||||||
2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 42,175 | 2.33 | 2,980 | -0.90 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 29,400 | 651.73 | 2,582 | 1,310.38 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 2,444 | 67.97 | 173 | 62.26 | ||||
2025-08-14 | 13F | 基金 1 投资有限责任公司 | 25,800 | 5,060.00 | 2,265 | 6,371.43 | ||||
2025-08-19 | 13F | 怀俄明州 | 5,586 | 491 | ||||||
2025-06-26 | NP | FEKFX - 富达股票收益 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 | 17,350 | 10.86 | 1,226 | 7.36 | ||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 3,211 | 1.74 | 282 | 26.58 | ||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 94,744 | 18.87 | 8,319 | 48.26 | ||||
2025-08-28 | NP | Amplify ETF 信托 - Amplify 现金流高收入 ETF | 3,563 | 3.82 | 313 | 29.46 | ||||
2025-08-27 | NP | HRCPX - Carillon ClariVest资本增值基金A级 | 19,039 | 1,672 | ||||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 2,527 | 222 | ||||||
2025-08-06 | 13F | 韦德布什证券公司 | 10,152 | 3.40 | 1 | |||||
2025-08-13 | 13F | 胜利金融集团有限公司 | 7,921 | 696 | ||||||
2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 61,986 | 1,366.08 | 5,443 | 2,923.33 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 199,740 | 3.38 | 17,539 | 28.93 | ||||
2025-08-14 | 13F | 高盛集团公司 | 1,685,576 | 2.04 | 148,010 | 27.26 | ||||
2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,047 | 4.49 | 92 | 30.00 | ||||
2025-08-15 | 13F | Binnacle投资公司 | 20 | 2 | ||||||
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 | 7,488 | 3.74 | 529 | 0.57 | ||||
2025-06-26 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | 14,126 | 105.56 | 998 | 262.91 | ||||
2025-07-24 | NP | FEIAX - 富达顾问股票收益基金 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 | 84,000 | 35.27 | 6,598 | 24.40 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 426 | 37 | ||||||
2025-06-26 | NP | SEG Partners多空股票基金 | Short | -20,737 | -1,465 | |||||
2025-08-13 | 13F | 纳维斯财富顾问有限责任公司 | 2,500 | 220 | ||||||
2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 12,000 | 1,054 | ||||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 4,836 | 425 | ||||||
2025-08-14 | 13F | PDT 合作伙伴有限责任公司 | 5,400 | 474 | ||||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 6,860 | 602 | ||||||
2025-07-17 | 13F | 西北财富管理有限公司 | 2,350 | 206 | ||||||
2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 40,163 | 100.46 | 3,527 | 150.07 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 203 | 6.84 | 18 | 30.77 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 30,104 | 17.86 | 2,643 | 47.00 | ||||
2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 17,652 | 60.71 | 1,550 | 100.52 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 22,438 | 28.29 | 1,970 | 60.03 | ||||
2025-04-29 | 13F | 佩森公司 | 256 | 18 | ||||||
2025-08-13 | 13F | 西万特资本管理有限责任公司 | 49,507 | 4,347 | ||||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 41 | 4 | ||||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 62,934 | 3.31 | 5,526 | 28.84 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 110,061 | 18.41 | 9,664 | 47.68 | ||||
2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 5,592 | 13.15 | 439 | 4.03 | ||||
2025-07-21 | 13F | 克伦威尔控股有限公司 | 730 | 1.96 | 64 | 28.00 | ||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 4,781 | 420 | ||||||
2025-08-13 | 13F | NKCFO有限公司 | 1,830 | 0 | ||||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 31 | 55.00 | 3 | 100.00 | ||||
2025-06-26 | NP | IEDI - iShares Evolved 美国全权委托支出 ETF | 1,615 | 8.32 | 114 | 5.56 | ||||
2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 589,713 | 7.52 | 51,783 | 34.09 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 18,359 | 1,016.05 | 1,612 | 2,202.86 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 107,556 | 28.79 | 9,444 | 60.61 | ||||
2025-08-13 | 13F | 配方成长有限公司 | 20,718 | 1,819 | ||||||
2025-08-12 | 13F | 安普夸银行 | 5,224 | 16.82 | 482 | 53.18 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 1,783 | 23.56 | 157 | 54.46 | ||||
2025-08-08 | 13F | 多拉齐奥联合公司 | 2,542 | 223 | ||||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 89,211 | 22.57 | 7,834 | 52.87 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 28,943 | 50.84 | 2,517 | 86.23 | ||||
2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 52,152 | 524.28 | 4,579 | 678.74 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,459,334 | 13.05 | 128,144 | 40.99 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 14,685 | 255.91 | 1,289 | 344.48 | ||||
2025-07-22 | 13F | 高地资本管理有限公司 | 2,468 | 217 | ||||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 140 | 26.13 | 12 | 71.43 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 791 | 9.56 | 69 | 38.00 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 253,647 | 325.90 | 22,273 | 431.17 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 258,262 | 40.16 | 22,678 | 74.79 | ||||
2025-07-21 | 13F | 上升集团有限责任公司 | 7,819 | 129.36 | 687 | 185.83 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 87,127 | 110.06 | 7,651 | 161.99 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 364,400 | 31.55 | 31,998 | 64.06 | |||
2025-06-26 | NP | MSTVX - 晨星另类基金 | -191 | -37.91 | ||||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 10,523 | 1.14 | 827 | -6.98 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 3,786 | 332 | ||||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 25,848 | 11.98 | 2,270 | 39.63 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 4,690 | 412 | ||||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 10,033 | 2.71 | 881 | 28.24 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 核心股票基金 | 25,744 | 6.83 | 2,261 | 33.25 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 16,865 | 5.58 | 1,481 | 31.67 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 38 | 111.11 | 3 | 200.00 | ||||
2025-08-07 | 13F | 私人咨询集团有限责任公司 | 14,393 | 34.97 | 1,264 | 68.40 | ||||
2025-08-28 | NP | ARUIX - ARGA VALUE FUND 机构股票 | 1,663 | 317.84 | 146 | 421.43 | ||||
2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 317,264 | 1.40 | 27,859 | 26.45 | ||||
2025-08-26 | NP | RMDAX - AllianzGI 中型基金 A | 49,507 | 4,347 | ||||||
2025-05-29 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 16,364 | 1,152 | ||||||
2025-08-13 | 13F | M&T银行公司 | 35,768 | 4.13 | 3,140 | 29.81 | ||||
2025-07-25 | 13F | 第1858章 | 3,835 | 2.54 | 337 | 27.76 | ||||
2025-08-12 | 13F | 磁星金融有限责任公司 | 97,682 | 250.72 | 8,577 | 337.38 | ||||
2025-08-14 | 13F | Sig 经纪公司 | Put | 110,000 | 9,659 | |||||
2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,153 | 5,522 | ||||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 257 | 23 | ||||||
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 | 624 | 7.03 | 44 | 4.76 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 28,127 | 24.25 | 2,470 | 54.99 | ||||
2025-07-28 | 13F | 港口投资公司 | 435 | 20.50 | 38 | 52.00 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 24,277 | 281.47 | 2,132 | 375.67 | ||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 5,387 | 473 | ||||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 200 | 14 | ||||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 8 | 1 | ||||||
2025-07-21 | 13F | Qrg 资本管理公司 | 21,224 | 19.15 | 1,864 | 48.56 | ||||
2025-08-11 | 13F | 交响金融有限公司 | 125,217 | 10,995 | ||||||
2025-06-26 | NP | FGILX - 富达全球股票收益基金 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 | 20,950 | 7.71 | 1,480 | 4.37 | ||||
2025-07-29 | 13F | WCM投资管理有限公司 | 560,101 | 4.94 | 48,790 | 30.13 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 8,341 | 732 | ||||||
2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 3,400 | 299 | ||||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 25,238 | 10.93 | 2,216 | 38.41 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 27,645 | 4.90 | 2,427 | 30.84 | ||||
2025-07-30 | 13F | 康纳斯投资者服务公司 | 121,427 | 10,663 | ||||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 3,883 | 913.84 | 341 | 2,025.00 | ||||
2025-07-28 | NP | TOWFX - Towpath 焦点基金机构股票类别 | 19,200 | 13.61 | 1,508 | 4.50 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Put | 131,700 | 3.05 | 11,565 | 28.52 | |||
2025-08-08 | 13F | 三菱日联信托银行 | 48,568 | 5.89 | 4,265 | 32.05 | ||||
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 | 102,302 | 9.15 | 7,228 | 5.72 | ||||
2025-08-14 | 13F | CSS 有限公司/il | Call | 4,000 | 351 | |||||
2025-08-29 | 13F | 全面投资管理公司 | 10 | 1 | ||||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 61,537 | 13.50 | 5,404 | 41.55 | ||||
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 | 9 | 12.50 | 1 | |||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 55 | 6 | ||||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 1,781 | 156 | ||||||
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 | 6,777 | 12.76 | 479 | 9.13 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 16,900 | 1,484 | ||||||
2025-08-07 | 13F | LOM资产管理有限公司 | 8,755 | 1 | ||||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 3,253 | 1.91 | 286 | 27.23 | ||||
2025-08-07 | 13F | 商业银行 | 13,822 | 81.82 | 1,214 | 126.73 | ||||
2025-08-11 | 13F | 国家金融集团公司,/ia/ /adv | 6,732 | 4.75 | 591 | 30.75 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 326,372 | 19.02 | 28,659 | 48.43 | ||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 176,648 | 0.02 | 15,354 | 19.35 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | Call | 1,221 | 272 | |||||
2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 1,190 | 84 | ||||||
2025-08-27 | NP | TEGAX - 中盘成长基金 A 类 | 456,375 | 18.32 | 40,074 | 47.57 | ||||
2025-08-06 | 13F | 吉纳斯资本管理公司 | 49,590 | 50.80 | 4,354 | 88.08 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 15 | 50.00 | 1 | |||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 105,439 | 3.36 | 9 | 28.57 | ||||
2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 133 | 16.67 | 0 | |||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 2,869 | 252 | ||||||
2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 2,491 | 51.61 | 0 | |||||
2025-08-14 | 13F | Ieq资本有限公司 | 251,161 | 72.40 | 22,054 | 115.01 | ||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 4,556 | 400 | ||||||
2025-07-28 | 13F | Broad Peak 投资顾问私人有限公司 | 74,100 | 6,507 | ||||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 2,155 | 30.76 | 189 | 62.93 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 2,029 | 9.26 | 178 | 36.92 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 325,408 | 37.94 | 28,574 | 72.02 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 287 | 25 | ||||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 6 | 1 | ||||||
2025-08-14 | NP | FLDFX - 平衡基金零售类 | 7,844 | 334.09 | 689 | 441.73 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | 248,465 | 67.70 | 21,818 | 109.14 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 2,742 | 241 | ||||||
2025-08-14 | 13F | 核心第一银行与信托 | 200 | 18 | ||||||
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 | 241 | 14.22 | 17 | 13.33 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 1,882 | 73.94 | 165 | 117.11 | ||||
2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 2,287 | 201 | ||||||
2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 8,231 | 90.93 | 647 | 216.67 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 7,211 | 2,929.83 | 633 | 6,230.00 | ||||
2025-08-14 | 13F | 富勒泰勒资产管理公司 | 5,878 | 33.05 | 516 | 65.92 | ||||
2025-08-14 | 13F | Aletha 资本管理有限公司 | 4,487 | 394 | ||||||
2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 3,721 | 8.11 | 327 | 34.71 | ||||
2025-08-14 | 13F | 复星国际有限公司 | 9,000 | 790 | ||||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 175,852 | 22.62 | 15,442 | 52.93 | ||||
2025-08-14 | 13F | TCW集团公司 | 770,766 | 14.13 | 67,681 | 42.33 | ||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 8,673 | 27.39 | 762 | 58.87 | ||||
2025-08-28 | NP | BUYO - KraneShares Man Buyout Beta 指数 ETF | 293 | 26 | ||||||
2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 5,740 | 504 |