机构和基金投资人持股 - 买家
在联合太平洋公司中开设新头寸的主要持有者包括 Glenmede投资管理有限公司, 声音观察资本有限责任公司, 中西部信托公司, MFRFX - MFS研究基金A, FSUVX - 富达 SAI 美国低波动指数基金, 戴维森·肯普纳资本管理公司, Nearwater资本市场有限公司, NULV - Nuveen ESG 大盘价值 ETF, PCEQX - 胜利先锋股票收益基金C类, 乐天投资管理公司, 瑞穗证券美国有限公司, PXLIX - PAX 大盘基金机构类别, RBB 基金公司 - SGI 增强型市场领先者 ETF, 诺德万德顾问有限责任公司, PNEAX-Virtus NFJ 股息价值基金 A, MASTERINVEST 资本投资有限公司, PMAIX - 先锋多元资产收益基金：A 类, BCS私人财富管理有限公司, 加洛合伙公司, 和 永久资本管理有限公司 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | 马斯卡尼财富管理有限公司 | 1,426 | 0.28 | 328 | -2.38 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 3,012 | 1.55 | 693 | -1.00 | ||||
| 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 | 74,010 | 7.23 | 16,405 | -3.65 | ||||
| 2025-08-26 | NP | 布鲁克菲尔德实物资产收入基金公司 | 9,439 | 13.01 | 2,172 | 10.04 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 16,959,375 | 1.01 | 3,902,013 | -1.63 | ||||
| 2025-08-14 | 13F | 弗里施金融集团公司 | 1,642 | 0.18 | 0 | |||||
| 2025-08-13 | 13F | 裸金融服务公司 | 46 | 283.33 | 11 | 400.00 | ||||
| 2025-08-13 | 13F | JRM 投资顾问有限责任公司 | 1,265 | 0.16 | 291 | -2.35 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 85,871 | 1.73 | 19,757 | -0.92 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 346,406 | 0.15 | 76,784 | -10.01 | ||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 7,252 | 6.30 | 1,669 | 3.54 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 2,245 | 7.83 | 517 | 5.09 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 9,906 | 22.12 | 2,279 | 18.95 | ||||
| 2025-07-14 | 13F | 边境到海岸养老金合伙有限公司 | 307,267 | 10.82 | 71 | 7.69 | ||||
| 2025-08-08 | 13F | 财富联盟 | 5,390 | 1.49 | 1,240 | -1.12 | ||||
| 2025-06-26 | NP | SJVCX - Steward 大盘价值基金 C 类 | 4,700 | 291.67 | 1,014 | 256.69 | ||||
| 2025-08-05 | 13F | AAFCPA 财富管理有限责任公司 | 891 | 205 | ||||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 741,137 | 1.71 | 170,521 | -0.94 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,769 | 3.21 | 392 | -7.11 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 185,268 | 2.85 | 43 | 0.00 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 1,245 | 5.96 | 286 | 3.25 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 778,683 | 0.71 | 179,159 | -1.91 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 21,835 | 2.55 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | 米罗娃 | 30,803 | 8.16 | 7,087 | 5.35 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 16,371 | 1.16 | 3,767 | -1.49 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 930,774 | 1.28 | 214,152 | -1.36 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 52,535 | 4.42 | 11,330 | -9.12 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 3,022 | 50.72 | 695 | 46.93 | ||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 874 | 201 | ||||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 20 | 185.71 | 5 | 300.00 | ||||
| 2025-07-17 | 13F | RH 投资集团有限责任公司 | 17,055 | 0.77 | 3,924 | -1.88 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 2,531 | 17.45 | 582 | 14.34 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 26,000 | 48.57 | 5,982 | 44.70 | |||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 22,618 | 0.33 | 5,204 | -2.29 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 205,431 | 2.88 | 47,308 | 0.56 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 10,588 | 9.49 | 2,436 | 6.65 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 994 | 229 | ||||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 255,807 | 11.42 | 58,856 | 8.51 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 11,040 | 11.58 | 2,447 | 0.29 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 46,800 | 44.00 | 10,768 | 40.25 | |||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 68,510 | 3,374.14 | 15,763 | 3,289.68 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 3,573,027 | 0.40 | 822,082 | -2.22 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 2,401 | 0.17 | 552 | -2.47 | ||||
| 2025-07-17 | 13F | 詹尼资本管理有限公司 | 3,034 | 2.19 | 1 | |||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 1,667 | 4.71 | 384 | 1.86 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 50 | 4.17 | 12 | 0.00 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 96,955 | 5.91 | 22,307 | 3.15 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 1,673 | 0.18 | 385 | -2.54 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 1,274 | 60.86 | 293 | 56.68 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 17,000 | 2.41 | 3,911 | -0.26 | |||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 40,868 | 56.49 | 9,403 | 52.41 | ||||
| 2025-05-28 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 57,076 | 1.35 | 13,484 | 4.99 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 4,909 | 0.41 | 1,129 | -2.25 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 100 | 354.55 | 0 | |||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 37,176 | 19.82 | 8,553 | 16.70 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 2,763 | 2.98 | 636 | 0.32 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies 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 | 13,750 | 4.29 | 3,048 | -6.30 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 13,063 | 8.99 | 3,006 | 6.15 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 27,749 | 1.86 | 6,382 | -0.73 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 3,534 | 813 | ||||||
| 2025-08-13 | 13F | 威尔斯金融集团有限责任公司 | 25,812 | 1.06 | 5,939 | -1.57 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 3,953 | 8.01 | 876 | -2.88 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 27,366 | 10.71 | 6,066 | -0.52 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 10,274 | 1.65 | 2,364 | -1.01 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 5,570 | 6.01 | 1,282 | 3.22 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 36,450 | 7.02 | 8,386 | 4.23 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 358 | 1.42 | 0 | |||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 2,142 | 1.85 | 506 | 5.64 | ||||
| 2025-07-16 | 13F | 顾问管理集团公司 /adv | 2,699 | 0.48 | 1 | |||||
| 2025-08-11 | 13F | 塔桥顾问 | 21,292 | 0.95 | 4,899 | -1.69 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 115,426 | 26,557 | ||||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 296,854 | 12.51 | 68,300 | 9.58 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 8,057 | -150.89 | 1,854 | -149.56 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 9,101 | 0.65 | 2,020 | 3.64 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 537,700 | 5.02 | 115,960 | -8.60 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 7,119 | 0.24 | 1,638 | -2.39 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 896 | 206 | ||||||
| 2025-08-12 | 13F | 坚决财富策略有限责任公司 | 2,597 | 0.58 | 597 | -1.97 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 93,337 | 10.57 | 21,475 | 7.69 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 1,805 | 1.98 | 415 | -0.72 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 3,515,399 | 2.42 | 808,823 | -0.25 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 4,900 | 1,127 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 61,040 | 1.07 | 14,044 | -1.56 | ||||
| 2025-08-07 | 13F | CVFG有限责任公司 | 3,966 | 0.25 | 913 | -2.36 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 1,691 | 389 | ||||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 276 | 16.95 | 64 | 14.55 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 32,144 | 9.37 | 7,396 | 6.51 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 8,182 | 34.86 | 1,883 | 31.33 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 13,118 | 0.17 | 3,018 | -2.42 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 1,808,705 | 1,559.38 | 416,147 | 1,516.16 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 1,392 | 141.25 | 320 | 135.29 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 27,448 | 2.65 | 6,315 | -0.03 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 2,483 | 0.65 | 551 | 5.15 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 181,136 | 0.10 | 39,064 | -12.88 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 133 | 31 | ||||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 34,339 | 7,406 | ||||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 3,956 | 353.15 | 910 | 341.75 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,600 | 2.24 | 368 | -0.27 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 745 | 21.14 | 171 | 17.93 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 87,763 | 8.98 | 18,927 | -5.15 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,032 | 237 | ||||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 2,848 | 0.71 | 655 | -1.95 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 210,400 | 7.40 | 48,409 | 4.60 | |||
| 2025-08-12 | 13F | 企业金融服务公司 | 2,620 | 1.63 | 603 | -1.15 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 124,100 | 25.61 | 28,553 | 22.33 | |||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 15,208 | 16.70 | 3,499 | 13.68 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 44,997 | 10.82 | 10,353 | 7.92 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 69 | -1.43 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 131,317 | 0.38 | 30,213 | -2.23 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | 12,983 | 2,987 | ||||||
| 2025-07-16 | 13F | 瓦利琴蒂咨询服务公司 | 16,755 | 0.44 | 4 | 0.00 | ||||
| 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 | 6,893 | 0.61 | 1,528 | -9.64 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 1,192 | 9.96 | 274 | 7.03 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 44 | 10 | ||||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 1,168 | 4.66 | 269 | 1.90 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 796,347 | 5.71 | 183,494 | 3.78 | ||||
| 2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 2,844,197 | 7.37 | 654,393 | 4.57 | ||||
| 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 | 625 | 16.60 | 135 | 1.52 | ||||
| 2025-07-29 | 13F | 舒伯特公司 | 2,511 | 1.91 | 578 | -0.86 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 971 | 12.00 | 223 | |||||
| 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 | 1,921 | 2.02 | 414 | -11.16 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 5,331 | 4.41 | 1,227 | 1.66 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 49,388 | 19.48 | 11,363 | 16.38 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 92,176 | 51,108.89 | 21,208 | 50,392.86 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,211 | 2.46 | 509 | -0.20 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,934 | 0.31 | 445 | -2.42 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 214 | 1.42 | 353 | 578.85 | ||||
| 2025-08-12 | 13F | Intellus 顾问有限公司 | 48,470 | 2.98 | 11,152 | 0.29 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 100,800 | 4.13 | 23,326 | 3.80 | |||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 39,549 | 2.51 | 9,099 | -0.16 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 1,493 | 25.15 | 344 | 22.06 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 3,941 | 16.63 | 907 | 13.53 | ||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 125 | 27 | ||||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 1,915 | 7.28 | 441 | 4.51 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 4,815 | 24.68 | 1,108 | 21.38 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 58,116 | 3.15 | 13,371 | 0.46 | ||||
| 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 | 210,798 | 17.70 | 48,500 | 14.63 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 504,431 | 1.02 | 116 | -0.85 | ||||
| 2025-08-26 | NP | PNEAX-Virtus NFJ 股息价值基金 A | 21,755 | 5,005 | ||||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 39,142 | 7.55 | 9,006 | 4.75 | ||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 5,392 | 0.84 | 1,274 | 0.87 | ||||
| 2025-08-14 | 13F | 索科罗资产管理有限公司 | 37,151 | 6.53 | 8,548 | 3.75 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 57,498 | 21.71 | 13,229 | 18.54 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 6,852 | 20.74 | 1,577 | 17.61 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 12,523 | 2.05 | 2,881 | -0.59 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-28 | NP | 信安多元化精选实物资产基金 | 1,946 | 17.80 | 448 | 14.62 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 2,383 | 548 | ||||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 14,983 | 2.54 | 3,321 | -7.85 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 44,532 | 10.37 | 10,246 | 7.50 | ||||
| 2025-07-23 | 13F | Motiv8 投资有限责任公司 | 5,291 | 10.60 | 1,217 | 7.70 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 156 | 10.64 | 36 | 6.06 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 6,155 | 2.17 | 1,416 | -0.49 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 1,582 | 3.81 | 364 | 1.39 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 1,693 | 0.53 | 390 | -2.02 | ||||
| 2025-07-16 | 13F | Encompass 财富顾问有限公司 | 1,710 | 0.12 | 393 | -2.48 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 286,415 | 2,361 | ||||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 847 | 29.91 | 183 | 13.04 | ||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 6,238 | 37.46 | 1,435 | 33.86 | ||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 100,000 | 23,008 | ||||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 5,889 | 7.03 | 1,355 | 4.31 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 14,192 | 7.00 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 47 | 10 | ||||||
| 2025-08-19 | 13F | 财富集团有限公司 | 1,782 | 0.51 | 0 | |||||
| 2025-07-18 | 13F | 权力咨询集团有限责任公司 | 1,000 | 0.20 | 230 | -2.13 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 911,292 | 0.30 | 209,670 | -2.32 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 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 | 209 | 1.46 | 48 | 0.00 | ||||
| 2025-08-14 | 13F | 格鲁斯金谢夫联合公司 | 36,182 | 1.80 | 8,325 | -0.86 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球研究投资组合初始类别 | 1,870 | 430 | ||||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 1,787 | 22.15 | 411 | 19.13 | ||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,706 | 6.72 | 2,816 | -4.12 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 15,408 | 3,545 | ||||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 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 | 9,391 | 22.36 | 2,161 | 19.14 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 168 | 320.00 | 36 | 300.00 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 11,447 | 2.75 | 2,634 | 0.08 | ||||
| 2025-07-23 | NP | Lmp 资本与收入基金公司 | 28,989 | 18.86 | 6,426 | 6.80 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 140,071 | 0.00 | 31,048 | -10.14 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 21 | 40.00 | 5 | 33.33 | ||||
| 2025-07-24 | NP | FSRFX - 运输产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 347,735 | 0.48 | 77,079 | -9.72 | ||||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 10,308 | 3.14 | 2,428 | 2.88 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变保险信托 - 哥伦比亚可变投资组合 - 反向核心基金 1 级 | 117,010 | 41.17 | 26,922 | 37.49 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 3,518 | 3.26 | 1 | |||||
| 2025-07-16 | 13F | 第一美国银行 | 47,945 | 0.81 | 11,031 | -1.82 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 12,408 | 2.94 | 2,855 | 0.25 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,338,856 | 0.37 | 288,738 | -12.64 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 138,700 | 1.24 | 31,912 | -1.40 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 502 | 115 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 147,174 | 0.42 | 33,862 | -2.20 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 10,598 | 2,438 | ||||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,133 | 261 | ||||||
| 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 | 82,197 | 16.11 | 18,220 | 4.33 | ||||
| 2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 1,647 | 0.37 | 379 | -2.33 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 3,124 | 3.44 | 738 | 7.27 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 10,256 | 14.27 | 2,273 | 2.66 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 4,507 | 16.34 | 1,037 | 13.22 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 171,046 | 9.00 | 37,914 | -2.06 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 303 | 70 | ||||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 3,708 | 3.78 | 853 | 1.19 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 1,022 | 8.03 | 235 | 5.38 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,310,230 | 3.40 | 301,458 | 0.70 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 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 | 8,019 | 25.02 | 1,845 | 21.78 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 1,109 | 246 | ||||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 18,731 | 9.65 | 4,425 | 13.61 | ||||
| 2025-08-26 | NP | IFRA - iShares 美国基础设施 ETF | 88,494 | 28.62 | 20,361 | 25.27 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 3,616 | 0.11 | 832 | -2.58 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 89,991 | 5.87 | 20,705 | 3.11 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 888 | 204 | ||||||
| 2025-08-18 | 13F/A | 野村控股公司 | 48,091 | 103.49 | 11,065 | 98.17 | ||||
| 2025-08-05 | 13F | 坎比亚投资有限公司 | 244,023 | 22.42 | 56,145 | 19.23 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Call | 410,700 | 1,775.34 | 94,494 | 1,726.66 | |||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 24,328 | 229.74 | 5,323 | 236.41 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Put | 131,700 | 1,546.25 | 30,302 | 1,504.08 | |||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 13,265 | 3.37 | 3,052 | 0.69 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 3,042 | 152,000.00 | 942 | -2.69 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 25,193 | 2.39 | 5,796 | -0.28 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 93,921 | 6.29 | 20,819 | -4.50 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 4,244 | 8.46 | 941 | -1.78 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 1,037 | 239 | ||||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 3,611 | 14.13 | 831 | 11.11 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 931 | 219 | ||||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 7,635 | 1.49 | 1,757 | 9.54 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,146,965 | 6.24 | 263,894 | 3.47 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 67,339 | 2.46 | 15,493 | -0.21 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 7,611 | 0.90 | 1,751 | -1.68 | ||||
| 2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 1,209 | 5.68 | 278 | 2.96 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 4,262 | 10.62 | 981 | 7.69 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 1,813 | 417 | ||||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 8,307 | 3.13 | 1,911 | 0.47 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 148,389 | 4.90 | 34,269 | 3.53 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 81,253 | 0.55 | 18,695 | -2.07 | ||||
| 2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 472,195 | 26.55 | 108,643 | 23.26 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 1,376 | 12.14 | 305 | 0.99 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 11,813 | 70.58 | 2,718 | 66.18 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 18,821 | 2.42 | 4,330 | -0.25 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 1,855 | 0.98 | 427 | -1.62 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 130 | 30 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 120,200 | 156.29 | 27,656 | 149.62 | |||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 13,212 | 2.18 | 3,040 | -0.49 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 7,616 | 1,752 | ||||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 17,211 | 0.66 | 3,960 | -1.98 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 86,482 | 19,898 | ||||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 677 | 156 | ||||||
| 2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,988 | 0.11 | 6,036 | -12.88 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 4,968 | 22.94 | 1,143 | 19.81 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 256 | 0.79 | 59 | -3.33 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 62,500 | 257.14 | 14,380 | 247.85 | |||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 91 | 20 | ||||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 16,483 | 412.69 | 3,792 | 399.60 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 130 | 195.45 | 30 | 190.00 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 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 | 1,557,911 | 15.13 | 335,979 | 0.20 | ||||
| 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 | 606,887 | 2.66 | 134,523 | -7.76 | ||||
| 2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 10,130 | 1.13 | 2,331 | -1.52 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 17,707 | 25.16 | 4,183 | 29.67 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 5,340 | 0.38 | 1,177 | 0.68 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 97,897 | 0.06 | 22,524 | -2.54 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 56,149 | 24.13 | 12,919 | 20.90 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,742 | 1.46 | 401 | -1.23 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 44,391 | 18.43 | 10,214 | 15.34 | ||||
| 2025-07-29 | 13F | 西塔集团有限责任公司 | 1,800 | 414 | ||||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 58,306 | 2.54 | 13,415 | -0.14 | ||||
| 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 | 41,701 | 9.01 | 8,993 | -5.13 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 18,958 | 10.74 | 4,202 | -0.50 | ||||
| 2025-08-14 | 13F | 德肖公司 | 661,416 | 378.02 | 152,179 | 365.56 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 181,000 | 41,644 | |||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 3,645 | 4.38 | 808 | -6.27 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 74,002 | 4.17 | 17,030 | 1.48 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 25,648 | 0.04 | 5,901 | -2.58 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 2,065 | 445 | ||||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 6,327 | 0.96 | 1,456 | -1.69 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,186 | 3.16 | 503 | 0.40 | ||||
| 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 | 23 | 15.00 | 5 | 0.00 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 2,835 | 0.21 | 652 | -2.40 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 71,552 | 15,431 | ||||||
| 2025-04-22 | NP | SHP ETF 信托 - FIS Knights of Columbus Global Belief ETF | 1,085 | 2.07 | 268 | 2.69 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 1,219 | 14.68 | 280 | 11.55 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 39,496 | 4.70 | 9,087 | 1.98 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 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 | 18,233 | 9.56 | 3,932 | -4.63 | ||||
| 2025-07-03 | 13F | 贤者资本顾问有限公司 | 16,393 | 0.63 | 3,772 | -2.00 | ||||
| 2025-07-29 | 13F | 财务协同财富顾问公司 | 1,578 | 363 | ||||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 22,318 | 3.04 | 5,135 | 0.37 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 50,000 | 32.28 | 11,504 | 28.84 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 13,363 | 16.38 | 2,882 | 1.27 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 1,098 | 253 | ||||||
| 2025-08-01 | 13F | 马克尔公司 | 97,278 | 13.41 | 22,382 | 10.45 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 1,412 | 26.86 | 325 | 23.66 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 19,452 | 2.97 | 4,476 | -0.11 | ||||
| 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 | 824,614 | 10.54 | 189,727 | 7.66 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 1,048 | 60.00 | 241 | 56.49 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 5 | 1 | ||||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 2,855 | 0.14 | 657 | -2.53 | ||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 46,952 | 0.69 | 10,803 | -1.94 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 1,773 | 9.65 | 408 | 6.54 | ||||
| 2025-08-13 | 13F | 加德纳·罗素·奎恩律师事务所 | 24,715 | 0.52 | 5,686 | -2.10 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 12,882 | 69.59 | 2,964 | 71.07 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 17,728 | 10.82 | 4,079 | 7.91 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 5,667 | 13.23 | 1,304 | 10.24 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 63,851 | 96.10 | 14,695 | 91.02 | ||||
| 2025-07-07 | 13F | 西联银行 | 27,543 | 0.67 | 6,337 | -1.95 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 136,472 | 7.15 | 31,399 | 4.35 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 15,349 | 4.45 | 3,310 | -9.09 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 557,300 | 43.71 | 128,224 | 39.96 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 11,820,525 | 7.93 | 2,719,666 | 5.11 | ||||
| 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 | 7,059 | 72.93 | 1,624 | 68.46 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 30,700 | 43.46 | 7,063 | 39.72 | |||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 21,766 | 0.30 | 5,008 | -2.32 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 24,348 | 59.76 | 5,602 | 186,600.00 | ||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 1,330 | 0.15 | 306 | -2.24 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 71,601 | 6.51 | 16,474 | 3.73 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 8 | 33.33 | 2 | 0.00 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 279,438 | 0.86 | 61,940 | -9.38 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 36,412 | 2.80 | 8,378 | 0.12 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 888 | 192 | ||||||
| 2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 393 | 90 | ||||||
| 2025-07-28 | 13F | 速递资本有限公司 | 3,921 | 18.50 | 902 | 15.49 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 432 | 0.23 | 99 | -1.98 | ||||
| 2025-05-27 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,929 | 14.10 | 3,527 | 18.20 | ||||
| 2025-08-14 | 13F | 阿普里姆顾问 | 2,705 | 4.00 | 622 | 1.30 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,268,516 | 0.04 | 291,860 | -2.57 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 1,684,119 | 2,313.26 | 387,482 | 2,250.37 | ||||
| 2025-08-11 | 13F | 日兴资产管理美洲公司 | 5,845 | 19.38 | 1,344 | 16.26 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 287,800 | 65.31 | 66,217 | 61.00 | |||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 17 | 21.43 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 22,200 | 32.93 | 5,108 | 29.46 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 87,851 | 7.64 | 20,218 | 4.85 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 23,525 | 5.49 | 5,444 | 5.14 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 3,965 | 169.73 | 1 | |||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 19,206,422 | 0.60 | 4,419,014 | -2.02 | ||||
| 2025-07-24 | 13F | 康宁公司 | 156,890 | 6.38 | 36,097 | 3.61 | ||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 1,839 | 2.97 | 434 | 6.63 | ||||
| 2025-05-28 | NP | JEPI - 摩根大通股票溢价收入 ETF | 352,153 | 6.41 | 83,193 | 10.23 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 51,139 | 1.86 | 11,766 | -0.79 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 51,743 | 19.72 | 11,469 | 7.57 | ||||
| 2025-05-29 | NP | JHFEX - 约翰汉考克基本股票收益基金 I 类 | 389 | 18.96 | 92 | 22.97 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 2,066 | 0.73 | 490 | 14.52 | ||||
| 2025-05-21 | NP | LGILX - Laudus 美国大盘成长基金 | 38,159 | 216.80 | 9,015 | 228.26 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 10,140 | 12.04 | 2,333 | 9.17 | ||||
| 2025-07-25 | 13F | 飞马资产管理公司 | 1,290 | 0.16 | 297 | -2.63 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 37,528 | 0.80 | 8,634 | -1.82 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 15,317 | 50.52 | 3,524 | 46.65 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 360 | 0.28 | 83 | -3.53 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 1,442 | 0.35 | 340 | -0.29 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 150,636 | 9.71 | 34,734 | 6.99 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 34,808 | 165.24 | 8,009 | 158.32 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 20,112 | 4.42 | 4,627 | 1.69 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 2,512 | 27.32 | 578 | 25.98 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 75,400 | 26.72 | 17,343 | 23.43 | |||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 60,600 | 11.60 | 0 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 117,544 | 513.81 | 27,036 | 497.88 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 1,271 | 292 | ||||||
| 2025-04-25 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 320,920 | 1.34 | 79,168 | 2.18 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 252,997 | 0.18 | 57,382 | -2.13 | ||||
| 2025-03-31 | NP | FVAL - 富达价值因子 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 | 26,152 | 5.25 | 6,480 | 12.38 | ||||
| 2025-07-29 | 13F | 价值观第一顾问公司 | 1,820 | 88.21 | 419 | 84.14 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 106 | 6.00 | 25 | 13.64 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 1,125 | 3.02 | 266 | 6.43 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 932 | 215 | ||||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长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 | 308 | 3.01 | 68 | -6.85 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 24 | 5 | ||||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 154,236 | 10.27 | 34,188 | -0.92 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 21,582 | 12.81 | 4,784 | 1.36 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,120,176 | 0.34 | 248,298 | -9.84 | ||||
| 2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 915 | 0.22 | 210 | -2.33 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 65,209 | 14.73 | 15,003 | 11.75 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 31,597 | 135.03 | 7,270 | 128.98 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 9,328 | 1,343.96 | 2,146 | 1,311.84 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 3,651 | 4.25 | 840 | 1.45 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 839 | 0.60 | 193 | -2.03 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 62 | 14 | ||||||
| 2025-08-08 | 13F | Turn8私人财富公司 | 14,803 | 4.93 | 3,369 | 1.08 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,659 | 6.38 | 8,435 | 3.61 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 17,442 | 2.09 | 4,013 | -0.57 | ||||
| 2025-08-15 | 13F | 费尔菲尔德布什公司 | 6,330 | 3.43 | 1,456 | 0.76 | ||||
| 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 | 868,707 | 8.41 | 192,558 | -2.59 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 148,643 | 18.48 | 34,200 | 15.39 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 4,297 | 53.63 | 952 | 38.17 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 1,228 | 2.33 | 282 | 3.30 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 337,932 | 3.78 | 77,751 | 1.07 | ||||
| 2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 1,580 | 364 | ||||||
| 2025-07-29 | 13F | 大师财富管理有限公司 | 1,990 | 35.65 | 458 | 32.08 | ||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 2,933 | 162.58 | 1 | |||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 69,600 | 4.50 | 16,014 | 1.78 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 19,645 | 0.67 | 4,520 | -1.95 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 16,960 | 57.93 | 3,902 | 53.86 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 55,286 | 12,835 | ||||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 918 | 2.23 | 211 | -0.47 | ||||
| 2025-07-29 | 13F | Gladwyn 财务顾问公司 | 307 | 71 | ||||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 9,910 | 2.75 | 2,280 | 0.09 | ||||
| 2025-08-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 1,055 | 41.99 | 243 | 38.29 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 267,300 | 193.41 | 61,500 | 185.77 | |||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,452 | 24.61 | 4,195 | 8.45 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 1,435 | 39.19 | 330 | 35.80 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 15,600 | 3,589 | |||||
| 2025-08-29 | NP | LSIOX - Loomis Sayles 高收入机会基金机构类别 | 494 | 48.80 | 114 | 44.87 | ||||
| 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 | 862 | 101.87 | 198 | 98.00 | ||||
| 2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 48,273 | 0.92 | 11,077 | -1.97 | ||||
| 2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 21,336 | 3.58 | 4,601 | -9.86 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 9,231 | 7.85 | 2,046 | -3.08 | ||||
| 2025-07-25 | NP | PRDAX - 多元化实物资产基金 A 类 | 26,393 | 20.30 | 5,850 | 8.09 | ||||
| 2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 28,807 | 10.06 | 6,385 | -1.12 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 80,243 | 3.48 | 18,462 | 0.78 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,572 | 362 | ||||||
| 2025-08-12 | 13F | 熵技术有限公司 | 5,972 | 1,374 | ||||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 17,399 | 1.28 | 4,003 | -1.36 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 14,651 | 2.12 | 3,371 | -0.56 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 23 | 5 | ||||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 446,670 | 3.70 | 102,770 | 0.99 | ||||
| 2025-08-14 | 13F | 谢伊资本有限责任公司 | 3,000 | 690 | ||||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 83,959 | 10.80 | 19,317 | 7.91 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 1,608 | 12.37 | 380 | 16.26 | ||||
| 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 | 10,202 | 2.92 | 2,200 | -10.42 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 2,534 | 2.63 | 583 | 0.00 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 3,474 | 2,679.20 | 775 | 369.09 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 9,578 | 0.40 | 2,204 | -2.22 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 42,973 | 2.12 | 9,887 | -0.54 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 5,794 | 0.02 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 33,175 | 16.81 | 7,677 | 16.44 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 12,559 | 42.59 | 2,890 | 38.89 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 15,422 | 25.23 | 3,326 | 8.98 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 3,043 | 2.91 | 700 | 0.29 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,295,858 | 1.24 | 298,335 | -1.15 | ||||
| 2025-07-23 | 13F | 贝内特财富管理公司 | 1,326 | 1.84 | 305 | -0.65 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 1,804,920 | 15.64 | 415,276 | 27.75 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 6,200 | 72.22 | 1,426 | 67.76 | |||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 3,254 | 749 | ||||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 43 | 26.47 | 9 | 12.50 | ||||
| 2025-08-27 | NP | TQCCX - Touchstone 股息股票基金 C 类 | 95,500 | 25.48 | 21,973 | 22.20 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 12,300 | 54.52 | 2,830 | 50.48 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 18,842 | 0.66 | 4,335 | -1.97 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 29,068 | 1.89 | 6,688 | -0.77 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,337 | 6.36 | 308 | 3.72 | ||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 5,349 | 1,231 | ||||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,623,891 | 0.41 | 1,689,912 | -9.78 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 11,696 | 5.44 | 2,691 | 2.67 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 28,165 | 0.98 | 6,074 | -12.11 | ||||
| 2025-07-23 | 13F | 阳光资本管理有限公司 | 1,815 | 0.06 | 418 | -2.57 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 24,637 | 6.32 | 5,668 | 3.54 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 34,382 | 7,911 | ||||||
| 2025-07-28 | NP | NBGX - 路博迈成长ETF | 222 | 3.26 | 49 | -7.55 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 1,419 | 40.91 | 326 | 37.55 | ||||
| 2025-08-29 | NP | DHFYX - 钻石山大盘Y类集中基金 | 8,234 | 14.94 | 1,894 | 11.94 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 279,374 | 0.02 | 64 | -1.54 | ||||
| 2025-07-15 | 13F | BNC 财富管理有限公司 | 3,247 | 0.06 | 747 | -2.61 | ||||
| 2025-08-04 | 13F | 巴伦汀有限责任公司 | 1,133 | 19.14 | 261 | 16.07 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 20,960 | 5.04 | 4,823 | 2.31 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 7,473 | 3.76 | 1,719 | 1.06 | ||||
| 2025-07-23 | 13F | True Vision 明尼苏达州有限责任公司 | 5,258 | 0.02 | 1,210 | -2.58 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 99,767 | 1.02 | 22,954 | -1.61 | ||||
| 2025-08-08 | 13F | KBC 集团 | 60,718 | 1.34 | 14 | -7.14 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 15,592 | 12.11 | 3,456 | 0.76 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 10,325 | 6.04 | 2,376 | 3.26 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 5,492 | 62.58 | 1,264 | 58.27 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 1,687 | 0.36 | 388 | -2.27 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 26,393 | 0.20 | 6,072 | -2.41 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 269,300 | 18.56 | 62 | 15.09 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 3,585 | 2.37 | 825 | -0.36 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 53,624 | 4.75 | 12,337 | 2.02 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 30,906 | 25.00 | 7,339 | 26.84 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 2,931 | 3.24 | 1 | |||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 886 | 275.42 | 204 | |||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 76,121 | 16,416 | ||||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 2,491 | 573 | ||||||
| 2025-08-13 | 13F | 正确资本财富管理 | 10,308 | 5.85 | 2,372 | 3.09 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 124,775 | 1,759.26 | 28,708 | 1,711.23 | ||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 398,599 | 4.08 | 91,692 | 1.35 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 13 | 160.00 | 3 | 100.00 | ||||
| 2025-07-24 | 13F | 最前沿分析有限责任公司 | 4,515 | 1,039 | ||||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 1,509 | 12.44 | 347 | 9.46 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 117,492 | 3.09 | 27 | 0.00 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 1,450 | 9.60 | 334 | 6.73 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 1,856 | 11.94 | 427 | 9.21 | ||||
| 2025-08-13 | 13F | 我的目的财富公司 | 37,408 | 31.47 | 8,434 | 25.47 | ||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 126,500 | 93.13 | 29,105 | 88.10 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 7,232 | 1.52 | 1,664 | -1.13 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 54,907 | 17.09 | 13 | 9.09 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 171,824 | 39,533 | ||||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 939 | 216 | ||||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 110,714 | 188.96 | 25,473 | 181.44 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 22,030 | 75.59 | 5,069 | 71.04 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 24,336 | 0.50 | 5,599 | -2.12 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 3,152,042 | 32.79 | 725,222 | 29.33 | ||||
| 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 | 1,821 | 21.16 | 393 | 5.38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT SmartBeta 股票投资组合 IB 级 | 3,636 | 80.27 | 837 | 75.63 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 71 | 173.08 | 16 | 166.67 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 18,613 | 31.92 | 4,283 | 28.47 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 9,518 | 17.25 | 2,110 | 5.34 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 63,710 | 1.95 | 14,658 | -0.70 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 1,962 | 0.51 | 0 | |||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 3,049 | 12.34 | 702 | 9.36 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 1,021 | 7.14 | 0 | |||||
| 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 | 28,069 | 12.44 | 6,053 | -2.13 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 775 | 83.22 | 167 | 67.00 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 37,275 | 13.82 | 8,576 | 10.86 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 256 | 204.76 | 57 | 180.00 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 4,212 | 0.10 | 969 | -2.52 | ||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 509 | 0.59 | 117 | -1.68 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 35,964 | 0.75 | 8,275 | -1.89 | ||||
| 2025-08-06 | 13F | 南州公司 | 53,149 | 2.90 | 12,229 | 0.22 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 3 | 1 | ||||||
| 2025-07-29 | 13F | TFC财务管理 | 541 | 38.01 | 124 | 34.78 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 8,962 | 41.07 | 2,062 | 37.47 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 145,945 | 6.92 | 33,579 | 4.13 | ||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 2,945 | 3.59 | 677 | 0.89 | ||||
| 2025-08-14 | 13F | 索罗斯资本管理公司 | 19,653 | 72.82 | 4,522 | 68.32 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 4,660 | 12.70 | 1,072 | 9.84 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 8,465 | 8.80 | 1,948 | 5.99 | ||||
| 2025-08-12 | 13F | Councilmark 资产管理有限公司 | 6,510 | 0.18 | 1,498 | -2.48 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 38,300 | 345.35 | 8,812 | 333.87 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 924 | 281.82 | 213 | 271.93 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 25,407 | 0.65 | 5,479 | -12.39 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 14,435 | 0.67 | 3,321 | -1.95 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 9,431 | 3.66 | 2,170 | 0.93 | ||||
| 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 | 36 | 24.14 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 1,559 | 52.25 | 359 | 48.55 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 15,888 | 6.47 | 3,426 | -7.33 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 3,500 | 805 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 3,900 | 897 | |||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 102,795 | 48.21 | 23,651 | 44.35 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 273,277 | 62,876 | ||||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 2,052 | 9.56 | 472 | 6.79 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 5,475 | 1.63 | 1,260 | -1.02 | ||||
| 2025-07-18 | 13F | 全景资本合伙有限公司 | 887 | 209 | ||||||
| 2025-07-17 | 13F | 联合资本管理有限公司 | 1,439 | 0.56 | 331 | -2.07 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 806 | 16.81 | 185 | 13.50 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 17,517 | 24.25 | 4,030 | 21.02 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 7,486 | 2.76 | 1,722 | 0.06 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 14,319 | 0.42 | 3,294 | -2.20 | ||||
| 2025-07-16 | 13F | 老虎橡树管理有限公司 | 3,221 | 9.04 | 741 | 6.31 | ||||
| 2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 149 | 32 | ||||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 101,821 | 3.04 | 22,570 | -7.42 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 36,775 | 10.03 | 8,152 | -1.14 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 4,782,577 | 35.59 | 1,134,236 | 43.57 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 8,682 | 16.49 | 1,998 | 13.47 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 9,306 | 192.73 | 2,141 | 185.09 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,823 | 52.84 | 650 | 48.85 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 价值投资组合 I 类 | 118,744 | 22.55 | 27,321 | 19.36 | ||||
| 2025-08-13 | 13F | 阿朱那资本 | 1,104 | 254 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 47,741 | 32.97 | 10,984 | 29.51 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 2,456 | 1.66 | 565 | -0.88 | ||||
| 2025-07-08 | 13F | 马丁资本合伙人有限责任公司 | 20,148 | 223.04 | 5 | 300.00 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 2,538 | 9.49 | 1 | |||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 731,770 | 168,366 | ||||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 104,160 | 0.85 | 23,965 | -1.78 | ||||
| 2025-08-04 | 13F | 麦克米尔财富管理 | 4,232 | 0.12 | 975 | -2.40 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 29,491 | 19,961.90 | 6,785 | 10,843.55 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 6,398,715 | 0.73 | 1,472,217 | -1.90 | ||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,750 | 2.74 | 6,594 | -7.69 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 587 | 40.43 | 135 | 37.76 | ||||
| 2025-07-22 | 13F | 焦耳金融有限责任公司 | 1,831 | 3.74 | 421 | 1.20 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 2,787 | 66.59 | 601 | 45.17 | ||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 129,429 | 0.52 | 29,779 | -2.10 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 5,516 | 1.88 | 1,269 | -0.70 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 1,898 | 2.04 | 409 | -11.09 | ||||
| 2025-07-15 | 13F | 永久资本管理有限公司 | 8,505 | 1,957 | ||||||
| 2025-08-11 | 13F | 泰格石资本有限公司 | 14,577 | 0.52 | 3,239 | 107,866.67 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 2,616 | 11.75 | 564 | -2.76 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 37,504 | 53.29 | 8,629 | 49.30 | ||||
| 2025-07-23 | 13F | 兰辛街顾问公司 | 976 | 2.63 | 224 | 0.00 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 158,437 | 7.43 | 34,169 | -6.50 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美麦迪逊多元化收入副总裁服务 | 6,550 | 18.02 | 1,507 | 14.95 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 23,875 | 26.36 | 5 | 25.00 | ||||
| 2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 6,235 | 2.48 | 1,435 | -0.21 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 2,371 | 11.26 | 546 | 8.35 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 2,044 | 14.70 | 503 | 14.87 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 974 | 0.31 | 224 | -2.18 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 61,695 | 20.67 | 14,195 | 17.52 | ||||
| 2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 701 | 2.79 | 151 | -10.12 | ||||
| 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 | 45,371 | 2.64 | 10,057 | -7.78 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 218 | 118.00 | 50 | 117.39 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 8,662 | 1.10 | 1,993 | -1.58 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 346,951 | 8.32 | 74,823 | -5.73 | ||||
| 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 | 139,553 | 8.81 | 30,096 | -5.30 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 12,912 | 2,971 | ||||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 4,347 | 1.23 | 1,000 | -1.38 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 6,048 | 3.37 | 1,392 | 0.65 | ||||
| 2025-07-10 | 13F | 专业财务顾问有限责任公司 | 19,117 | 1.84 | 4,398 | -0.81 | ||||
| 2025-07-22 | 13F | 普伦蒂斯·史密斯公司 | 21,298 | 1,273.18 | 4,900 | 1,238.80 | ||||
| 2025-07-23 | 13F | 德雷克联合有限责任公司 | 1,046 | 9.87 | 241 | 7.14 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 14,225 | 1.43 | 3,273 | -1.24 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 14,319 | 3.83 | 3,295 | 1.14 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 3,591,722 | 1.99 | 826,462 | -0.64 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 26,580 | 38.97 | 5,892 | 24.86 | ||||
| 2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 484,149 | 0.05 | 111,393 | -2.55 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 1,854 | 28.75 | 427 | 25.29 | ||||
| 2025-08-05 | 13F | 九点合伙人有限公司 | 8,681 | 11.20 | 1,997 | 8.30 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 73,119 | 1,215.09 | 16,823 | 1,181.26 | ||||
| 2025-08-26 | NP | TRVLX - T. Rowe 价格价值基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,598,341 | 5.42 | 367,746 | 2.67 | ||||
| 2025-08-14 | 13F | 黑曜石个人规划解决方案有限责任公司 | 2,167 | 0.05 | 499 | 6.64 | ||||
| 2025-07-30 | 13F | 私人资本顾问公司 | 60,100 | 1.71 | 13,828 | -0.95 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 8,965 | 2.97 | 2,021 | 8.89 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 6,134 | 0.13 | 1,411 | -2.49 | ||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 914 | 0.88 | 210 | -1.87 | ||||
| 2025-07-29 | NP | PJFV - PGIM Jennison 聚焦价值 ETF | 3,027 | 29.64 | 671 | 16.32 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 1,917 | 8.00 | 441 | 5.25 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 1,057 | 18.90 | 0 | |||||
| 2025-08-05 | 13F | 西区投资管理公司 | 385 | 45.28 | 89 | 43.55 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 236,024 | 41.47 | 54,304 | 37.78 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 7,921 | 54.98 | 1,822 | 50.95 | ||||
| 2025-04-28 | NP | JHGEX - 全球股票基金A类 | 25,528 | 6.31 | 6,298 | 7.18 | ||||
| 2025-06-30 | NP | SAWG - AAM SAWGRASS 美国大盘优质增长 ETF | 149 | 24.17 | 32 | 10.34 | ||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 1,579 | 64.48 | 364 | 60.62 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,814,300 | 6.11 | 417,434 | 3.34 | ||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 4,721 | 14.73 | 1,086 | 11.73 | ||||
| 2025-07-16 | 13F | 远景资本管理公司 | 1,143 | 263 | ||||||
| 2025-06-26 | NP | ELCV-Eventide 高股息 ETF | 11,819 | 158.51 | 2,549 | 125.09 | ||||
| 2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 25,781 | 0.96 | 5,932 | -1.67 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 135 | -4.96 | ||||||
| 2025-08-26 | NP | BGLAX - 布鲁克菲尔德全球上市基础设施基金 A 类 | 46,695 | 18.55 | 10,744 | 15.45 | ||||
| 2025-07-17 | 13F | 峰会金融策略公司 | 986 | 0.92 | 227 | -1.74 | ||||
| 2025-08-14 | 13F | 顺序规划有限责任公司 | 889 | 1.25 | 205 | -1.45 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 10,356 | 8.93 | 2,383 | 6.10 | ||||
| 2025-08-15 | 13F | 布鲁克菲尔德资产管理公司 | 761,476 | 3.05 | 175,200 | 0.37 | ||||
| 2025-06-26 | NP | FSUVX - 富达 SAI 美国低波动指数基金 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 | 133,837 | 28,863 | ||||||
| 2025-07-23 | 13F | 阿米投资管理公司 | 15,970 | 3.01 | 3,674 | 0.33 | ||||
| 2025-08-29 | NP | ETLNX - Eventide 大盘重点基金 N 类 | 14,193 | 23.72 | 3,266 | 20.48 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 9,106 | 8.69 | 2,095 | 5.86 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 44,676 | 2.37 | 10,279 | -0.31 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 1,726 | 0.94 | 397 | -1.49 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 168,826 | 147.46 | 39 | 137.50 | ||||
| 2025-04-22 | 13F | 英莱特财富管理有限责任公司 | 0 | 0 | ||||||
| 2025-04-25 | NP | BLUIX - 蓝图成长基金机构级 | 2,147 | 121.57 | 530 | 123.21 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 23,296 | 3.05 | 5,360 | 0.37 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 6,715 | 9.67 | 1,545 | 6.78 | ||||
| 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 | 9,318 | 15.65 | 2,010 | 2.24 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 771 | 0.52 | 177 | -2.21 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 9,149 | 428.23 | 2,105 | 414.67 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 7 | 2 | ||||||
| 2025-07-30 | 13F | 达戴维森公司 | 149,270 | 1.15 | 34,344 | -1.49 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 48,813 | 3.46 | 10,820 | -7.05 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 64 | 15 | ||||||
| 2025-08-26 | NP | DVRUX - 瑞银美国股息统治者基金 P 级 | 32,510 | 59.56 | 7,480 | 55.39 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 7,613 | 2 | ||||||
| 2025-08-25 | NP | SHRY - 大型美国股票精选 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 | 1,496 | 3.67 | 344 | 1.18 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 4,623 | 1.09 | 1,064 | -1.48 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 2,624,636 | 22,618.22 | 11 | -99.60 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 2,425 | 8.84 | 558 | 5.89 | ||||
| 2025-07-23 | 13F | 查特信托公司 | 46,436 | 1.29 | 10,684 | -1.36 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,828 | 10.26 | 8,703 | 7.39 | ||||
| 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 | 111,466 | 2.02 | 25,646 | -0.64 | ||||
| 2025-07-24 | 13F | 蒙吉斯资本管理公司 | 3,020 | 2.37 | 695 | -0.29 | ||||
| 2025-07-24 | 13F | True Link 财务顾问有限责任公司 | 1,161 | 267 | ||||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 17,282 | 3,976 | ||||||
| 2025-07-10 | 13F | 克莱尔市场投资有限公司 | 8,454 | 0.61 | 1,945 | -2.02 | ||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 21,560 | 0.03 | 4,961 | -2.57 | ||||
| 2025-08-12 | 13F | 埃利财务管理公司 | 20,058 | 0.79 | 4,615 | -2.23 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 9,884 | 1.19 | 2,274 | -1.43 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 213,114 | 1.96 | 49,033 | -0.70 | ||||
| 2025-07-30 | 13F | 阿伯投资顾问有限责任公司 | 1,474 | 0.14 | 339 | -2.31 | ||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 4,430 | 1,019 | ||||||
| 2025-07-29 | NP | JDVRX - PGIM JENNISON 价值基金 R 级 | 40,578 | 19.13 | 8,995 | 7.03 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 176,174 | 0.36 | 37,994 | -12.65 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 3,326 | 9.44 | 765 | 6.69 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 1,442 | 332 | ||||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理收益投资组合 1 级 | 465 | 53.47 | 110 | 57.97 | ||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 1,748 | 16.22 | 402 | 13.24 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 9,732 | 3.20 | 2,239 | 0.54 | ||||
| 2025-07-28 | 13F | 白羊座财富管理 | 4,798 | 0.84 | 1,104 | -1.87 | ||||
| 2025-08-28 | NP | XTN - SPDR(R) S&P(R) 运输 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 | 19,952 | 13.49 | 4,591 | 10.52 | ||||
| 2025-08-14 | 13F | Ironvine 资本合伙人有限责任公司 | 76,740 | 40.51 | 17,656 | 36.85 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 9,394 | 0.20 | 2,161 | -2.39 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 4,437 | 2.66 | 1,021 | 0.00 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 380,448 | 62.94 | 84,330 | 46.41 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 15,002 | 0.41 | 3,465 | -1.84 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 1,154 | 38.20 | 622 | 215.23 | ||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 90,517 | 105.28 | 20,826 | 99.94 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 39,346 | 1,892.20 | 9,053 | 1,842.49 | ||||
| 2025-07-02 | 13F | 霍华德金融服务有限公司 | 909 | 1.91 | 209 | -0.48 | ||||
| 2025-06-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 2,274 | 490 | ||||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 15,951 | 55.94 | 3,670 | 51.90 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 15,185 | 4.26 | 3,494 | 1.54 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 224,679 | 0.63 | 52 | -1.92 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 616 | 38.74 | 137 | 24.77 | ||||
| 2025-08-04 | 13F | BLB&B 顾问有限公司 | 1,874 | 2.07 | 431 | -0.46 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 917 | 22.27 | 198 | 6.49 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 328,252 | 9.55 | 75,524 | 6.70 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 200,458 | 615.72 | 46,121 | 597.11 | ||||
| 2025-07-30 | 13F | 会员信托公司 | 1,372 | 10.11 | 316 | 7.14 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 105 | 2.94 | 0 | |||||
| 2025-07-17 | 13F | 景顺有限公司 | 1,879 | 8.86 | 432 | 6.14 | ||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 15,150 | 0.86 | 3,486 | -1.78 | ||||
| 2025-08-12 | 13F | 艾姆斯国民公司 | 5,982 | 58.76 | 1,376 | 0.15 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 142,232 | 3.82 | 32,725 | 1.11 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 84,008 | 5.34 | 19,790 | 4.63 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 131,404 | 0.83 | 30,233 | -1.80 | ||||
| 2025-07-25 | NP | LCCAX - 哥伦比亚逆向核心基金 A 类 | 747,211 | 7.40 | 165,627 | -3.50 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 9,470 | 2.05 | 2,179 | -0.64 | ||||
| 2025-08-11 | 13F | 斯莱格金融有限责任公司 | 7,345 | 4.14 | 1,690 | 1.38 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 8,419,930 | 0.50 | 1,937,260 | -2.12 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,915 | 11.02 | 1,361 | 8.11 | ||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 527 | 0.19 | 121 | -2.42 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 10,055 | 0.85 | 2,313 | -1.78 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 2,616 | 0.85 | 602 | -1.80 | ||||
| 2025-08-01 | 13F | 育空财富管理有限公司 | 13,679 | 0.58 | 3,147 | -2.02 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 7,467 | 1.83 | 1,718 | -0.81 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 568,318 | 0.57 | 130,759 | -2.05 | ||||
| 2025-08-14 | NP | BVSIX - Baywood 社会责任基金机构股票 | 1,500 | 36.36 | 345 | 33.20 | ||||
| 2025-08-07 | 13F | 共同愿景财富集团有限责任公司 | 971 | 0.52 | 216 | -5.70 | ||||
| 2025-07-18 | 13F | 黄金投资管理有限公司 | 20,455 | 0.51 | 4,773 | -0.73 | ||||
| 2025-07-22 | 13F | 威尔斯特雷卡索金融集团有限责任公司 | 24,469 | 0.60 | 5,630 | -2.02 | ||||
| 2025-03-12 | 13F/A | 私人资本管理有限公司 | 1,316 | 4.78 | 298 | -3.57 | ||||
| 2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 104,298 | 0.24 | 23,997 | -2.38 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 1,855 | 13.87 | 427 | 10.94 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 626 | 10.21 | 144 | 7.46 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 524 | 121 | ||||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 341 | 6.56 | 76 | -3.85 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 716 | 1.70 | 165 | -1.20 | ||||
| 2025-07-29 | NP | PRVS - 帕纳索斯价值精选 ETF | 1,186 | 28.22 | 273 | 24.77 | ||||
| 2025-08-27 | NP | TLVAX - Timothy 大/中型价值基金 A 类 | 33,088 | 6.33 | 7,613 | 3.55 | ||||
| 2025-08-26 | NP | 贝莱德 ESG 资本配置信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 68,653 | 12.88 | 15,796 | 9.93 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 533 | 3.90 | 0 | |||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 5,007 | 40.84 | 1,152 | 37.19 | ||||
| 2025-07-21 | 13F | Jmac企业有限公司 | 2,561 | 54.18 | 589 | 50.26 | ||||
| 2025-08-14 | 13F | ClearAlpha 技术公司 | 3,806 | 876 | ||||||
| 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 | 2,086 | 480 | ||||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 47,460 | 1.40 | 11 | -9.09 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 567 | 3.28 | 130 | 0.78 | ||||
| 2025-07-22 | 13F | 高威投资管理有限公司 | 1,486 | 0.47 | 342 | -2.29 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 1,546 | 356 | ||||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 15,184 | 5.58 | 3,493 | 2.83 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 410 | 23.12 | 94 | 20.51 | ||||
| 2025-08-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 10,265 | 48.68 | 2,362 | 44.76 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 2,575 | 14.70 | 592 | 11.70 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 1,156 | 0.87 | 266 | -1.48 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 46,915 | 0.01 | 10,794 | -2.59 | ||||
| 2025-05-29 | NP | AFVLX - 应用金融精选基金投资者类别 | 43,308 | 4.34 | 9,340 | -9.20 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 576 | 2.13 | 133 | -0.75 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 3,876 | 5.24 | 917 | 5.29 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 66,086 | 27.56 | 14,252 | 11.02 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 1,841 | 36.37 | 424 | 33.02 | ||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 1,266 | 36.72 | 291 | 33.49 | ||||
| 2025-07-17 | 13F | 查塔姆资本集团有限公司 | 15,913 | 0.32 | 3,661 | -2.30 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 125,703 | 1.14 | 28,922 | -1.49 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 243,045 | 5.51 | 55,920 | 2.76 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 5,508 | 1,267 | ||||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 48,864 | 183.60 | 11,243 | 176.22 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 136,338 | 2.84 | 31,369 | 0.16 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 114,780 | 74.20 | 26,409 | 69.66 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 3,336 | 1,203.12 | 719 | 1,041.27 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 333 | 42.31 | 77 | 38.18 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 18,506 | 7.32 | 4,258 | 4.52 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 17,465 | 4.49 | 4,018 | 1.77 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 7,544 | 6.36 | 1,736 | 3.58 | ||||
| 2025-08-06 | 13F | 易普森顾问集团有限责任公司 | 2,336 | 6.13 | 537 | 3.27 | ||||
| 2025-07-29 | NP | PARWX - Parnassus Endeavor 基金投资者股票 | 482,963 | 0.00 | 111,120 | -2.61 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 212,965 | 17.02 | 48,999 | 13.97 | ||||
| 2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 1,047 | 7.83 | 241 | 4.80 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 4,428 | 1,019 | ||||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 4,768 | 45.14 | 1,097 | 41.37 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 1,748 | 64.75 | 402 | 60.80 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 165,012 | 7,037.20 | 38 | |||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 3,563 | 39.13 | 820 | 35.37 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 6,729 | 1,548 | ||||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 12,713 | 0.69 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 1,022 | 235 | ||||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 41,947 | 208.07 | 9,651 | 200.09 | ||||
| 2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 57 | 12 | ||||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 5,693 | 4.11 | 1,310 | 1.39 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 1,224,895 | 55.62 | 281,824 | 51.56 | ||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 547 | 126 | ||||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 6,483 | 10.27 | 1,492 | 7.42 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 4,344 | 95.24 | 999 | 90.29 | ||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 2,701 | 621 | ||||||
| 2025-08-14 | 13F | NCM资本管理有限责任公司 | 1,182 | 1.46 | 272 | -1.45 | ||||
| 2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 5,620 | 42.64 | 1,293 | 39.03 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 9,350 | 213.97 | 2,151 | 205.97 | ||||
| 2025-08-12 | 13F | 特拉诺瓦资产管理有限责任公司 | 2,295 | 0.04 | 528 | -2.40 | ||||
| 2025-08-14 | 13F | 孟德尔资本管理有限公司 | 2,416 | 2.68 | 556 | 0.00 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 1,877 | 9.25 | 432 | 6.42 | ||||
| 2025-07-17 | 13F | 遗产投资集团有限公司 | 2,433 | 4.87 | 560 | 2.01 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value 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 | 2,284 | 4,209.43 | 526 | 4,672.73 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 2,732 | 100.00 | 629 | 95.03 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 21,636 | 5.43 | 4,978 | 2.68 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 1,154 | 3.50 | 266 | 0.76 | ||||
| 2025-05-14 | 13F | 蒙特利私人财富公司 | 1,360 | 0.15 | 321 | 3.88 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 974 | 304.15 | 230 | 325.93 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 173,664 | 39,957 | ||||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 9,649 | 16.31 | 2,081 | 1.22 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 4,151 | 39.30 | 920 | 25.17 | ||||
| 2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 35,677 | 0.61 | 8,209 | -2.02 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 5,290 | 1,141 | ||||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 14,896 | 2.82 | 3,427 | 0.15 | ||||
| 2025-07-29 | 13F | 德多拉资本公司 | 10,643 | 4.15 | 2,449 | 1.41 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 134 | 29 | ||||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 167,536 | 1.44 | 36,131 | -11.71 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 50 | 12 | ||||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 24,186 | 5.84 | 5,565 | 3.08 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 1,301 | 4.58 | 299 | 2.05 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 164 | 38 | ||||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,195 | 0.84 | 2,925 | -9.39 | ||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 5,495 | 6.27 | 1,264 | 3.52 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 370 | 13.85 | 82 | 2.50 | ||||
| 2025-06-26 | NP | NRSH - Aztlan 北美近岸股票精选 ETF | 2,278 | 40.27 | 491 | 22.14 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 51,242 | 4.31 | 11,790 | 1.59 | ||||
| 2025-07-28 | 13F | 港湾信托投资管理公司 | 871 | 1.28 | 200 | -1.48 | ||||
| 2025-07-22 | 13F | 橡树山财富顾问有限公司 | 1,548 | 366 | ||||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 199 | 54.26 | 44 | 46.67 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 39,555 | 5.82 | 8,768 | -4.92 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 335,638 | 10.03 | 74,398 | -1.14 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 8,995 | 3.07 | 2,069 | 0.39 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 4,251 | 6.25 | 978 | 3.49 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 18,675 | 0.41 | 4,027 | -12.61 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 7,885 | 40.53 | 1,473 | 11.17 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 902 | 208 | ||||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 2,571 | 21.27 | 592 | 18.20 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 4,445 | 1.30 | 1,023 | -1.35 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 2,819 | 2.77 | 649 | 0.00 | ||||
| 2025-08-13 | 13F | 马丁公司 /tn/ | 4,142 | 0.29 | 953 | -2.36 | ||||
| 2025-08-27 | NP | TLLVX - 大盘价值基金 | 5,452 | 13.09 | 1,254 | 10.19 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 347,115 | 1,178.27 | 79,864 | 1,144.96 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 17,602 | 5.61 | 4,050 | 2.84 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,075 | 3.76 | 247 | 1.23 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 30,809 | 14.59 | 6,829 | 2.97 | ||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 35,610 | 0.05 | 8,193 | -2.56 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 125,604 | 13.39 | 28,899 | 10.43 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 326,266 | 0.55 | 75,067 | -2.07 | ||||
| 2025-07-15 | 13F | 贾里斯洛斯基，弗雷泽有限公司 | 1,003 | 6.25 | 231 | 3.14 | ||||
| 2025-08-14 | 13F | 决议资本有限公司 | 14,457 | 29.45 | 3,326 | 26.08 | ||||
| 2025-07-25 | NP | MFSV-MFS主动价值ETF | 5,606 | 16.79 | 1,243 | 4.90 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 84,409 | 242.82 | 19,421 | 233.91 | ||||
| 2025-07-23 | 13F | 霍尔资本管理公司 | 14,360 | 1.59 | 3,304 | -1.08 | ||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 1,244 | 6.42 | 293 | 14.45 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 1,701 | 0.18 | 391 | -2.49 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 4,173 | 2.18 | 1 | |||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 8,418 | 0.68 | 1,937 | -1.97 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 1,096 | 252 | ||||||
| 2025-07-21 | 13F | 克利夫顿拉森纳伦财富顾问有限公司 | 10,358 | 2,383 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 47,228 | 21.38 | 10,866 | 18.21 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 5,611 | 110.54 | 1,291 | 105.09 | ||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 1,660 | 36.63 | 382 | 32.75 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 369 | 85 | ||||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 1,689 | 1.02 | 389 | -1.77 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 55,823 | 0.18 | 12,844 | -2.43 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 733 | 25.09 | 169 | 21.74 | ||||
| 2025-08-14 | 13F | Deprince Race 和 Zollo Inc | 198,771 | 8.97 | 45,733 | 6.13 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 256 | 56 | ||||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 5,223 | 3.43 | 1,202 | 0.76 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 224 | 30.23 | 0 | |||||
| 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 - 平衡基金 3 级 | 70,325 | 44.54 | 16,180 | 40.77 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 92,321 | 5.26 | 21,241 | 2.52 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 469,582 | 3.82 | 108,041 | 1.11 | ||||
| 2025-08-14 | 13F | 基斯通金融服务有限公司 | 6,181 | 0.32 | 1,422 | -2.27 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 69,172 | 17.11 | 15,917 | 14.07 | ||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 4,735 | 19.36 | 1,089 | 24.74 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 9,031 | 11.54 | 2,078 | 8.63 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 1,258 | 7.34 | 289 | 4.71 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 2,500 | 19.05 | 575 | 15.93 | |||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 1,811 | 58.30 | 417 | 54.07 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 4,930 | 6.14 | 1,134 | 3.37 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 16,723 | 16.85 | 3,606 | 1.69 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 182,800 | 564.73 | 42,059 | 547.44 | |||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 35,400 | 8,145 | ||||||
| 2025-08-29 | NP | DHLAX - 钻石山大盘基金 A 类 | 927,170 | 6.26 | 213,323 | 3.49 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 758 | 12,533.33 | 174 | 1.16 | ||||
| 2025-07-30 | NP | DRIPX - MP63 基金 | 9,111 | 1.52 | 2,020 | -8.81 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 8,300 | 107.50 | 1,910 | 102.22 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 46,510 | 142.87 | 10,701 | 136.59 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 43,174 | 97.63 | 9,933 | 92.50 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 41,506 | 33.96 | 9,605 | 33.54 | ||||
| 2025-07-09 | 13F | 韦林尼奇资产管理有限公司 | 36,745 | 0.14 | 8,454 | -2.47 | ||||
| 2025-07-16 | 13F | 注册财务顾问有限责任公司 | 927 | 213 | ||||||
| 2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 20,027 | 0.25 | 4,608 | -2.37 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 97,550 | 16.53 | 22,444 | 13.50 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 292 | 217.39 | 69 | 228.57 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 5,112 | 1.95 | 1,176 | -0.68 | ||||
| 2025-07-31 | 13F | 麦卢卡金融有限责任公司 | 882 | 0.57 | 203 | -2.42 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 13,551 | 389.38 | 3,118 | 376.61 | ||||
| 2025-08-05 | 13F | Castlekeep 投资顾问有限责任公司 | 5,426 | 9.84 | 1,248 | 6.94 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 23 | 91.67 | 5 | 150.00 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 10 | 100.00 | 2 | 100.00 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,959 | 1.87 | 422 | -11.34 | ||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 145,431 | 1.85 | 31,364 | -11.36 | ||||
| 2025-08-13 | 13F | 根据斯特林资本管理有限公司。 | 1,324 | 0.15 | 305 | -2.56 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 132,313 | 582.20 | 30,443 | 564.53 | ||||
| 2025-07-08 | 13F | 希科利角银行与信托公司 | 3,471 | 1.02 | 799 | -1.60 | ||||
| 2025-07-30 | 13F | 优势信托公司 | 1,386 | 136.52 | 319 | 130.43 | ||||
| 2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 871 | 200 | ||||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 4,767 | 1.25 | 1,097 | -1.44 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 1,529 | 16.36 | 339 | 14.58 | ||||
| 2025-07-29 | NP | Voya 基础设施、工业和材料基金 | 5,755 | 12.49 | 1,276 | 1.03 | ||||
| 2025-08-08 | 13F | 赫多克公司 | 1,799 | 0.33 | 414 | -2.36 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 7,639 | 46.51 | 1,758 | 42.73 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 280,441 | 0.24 | 65 | -3.03 | ||||
| 2025-08-14 | 13F | 瓦萨奇顾问公司 | 19,873 | 4.79 | 4,572 | 2.05 | ||||
| 2025-05-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 32 | 60.00 | 8 | 75.00 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 7,130 | 0.18 | 1,580 | -9.97 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 123,800 | 28,484 | |||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 20,254 | 124.52 | 4,660 | 109.44 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 123,800 | 28,484 | |||||
| 2025-07-18 | 13F | 社区银行与信托，德克萨斯州韦科 | 23,746 | 0.11 | 5 | 0.00 | ||||
| 2025-08-26 | NP | FKINX - 富兰克林收入基金 A1 级 | 3,000,000 | 17.65 | 690,240 | 14.59 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 45,300 | 10,423 | |||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 46,765 | 10,760 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 7,200 | 1,657 | |||||
| 2025-08-04 | 13F | 海洋资本管理有限公司 | 2,898 | 0.52 | 667 | -2.20 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 10,791 | 2,483 | ||||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 3,729 | 4.10 | 858 | 1.30 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 37,438 | 3.36 | 8,614 | 0.65 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 10,120 | 3.34 | 2,328 | 0.65 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 43 | 30.30 | 11 | 42.86 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 2,289 | 15.90 | 527 | 12.88 | ||||
| 2025-08-13 | 13F | 中医顾问有限责任公司 | 638 | 1.11 | ||||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 49,440 | 7.23 | 11,375 | 4.43 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 1,455 | 6.20 | 335 | 3.41 | ||||
| 2025-07-29 | NP | VGWAX - 先锋全球惠灵顿基金海军上将股票 | 87,496 | 30.69 | 19,394 | 17.43 | ||||
| 2025-04-24 | NP | 贝莱德基金 - 贝莱德商品策略基金投资者 A 股 | 8,433 | 0.66 | 2,080 | 1.51 | ||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 44,348 | 0.55 | 10,203 | -2.07 | ||||
| 2025-08-13 | 13F | DRH 投资公司 | 38,414 | 5.81 | 8,838 | 3.06 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 8,890 | 1.35 | 2,046 | -1.30 | ||||
| 2025-04-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 127 | 130.91 | 31 | 138.46 | ||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 21,984 | 1.47 | 5,058 | -1.17 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 74,179 | 10.51 | 17,067 | 9.53 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 987,276 | 287.82 | 227,153 | 277.71 | ||||
| 2025-08-14 | 13F | Sagard 控股管理公司 | 145 | 33 | ||||||
| 2025-08-27 | NP | HDCAX - Rational Equity Armor 基金 A 类股票 | 716 | 1.70 | 165 | -1.20 | ||||
| 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 | 108,326 | 2.13 | 23,362 | -11.11 | ||||
| 2025-08-06 | 13F | 北京哈迪施特劳斯公司 | 4,250 | 2.26 | 978 | -0.41 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 2,484 | 8.61 | 572 | 5.74 | ||||
| 2025-08-26 | NP | PXDIX - PAX ESG BETA 股息基金机构级 | 17,770 | 196.17 | 4,089 | 188.50 | ||||
| 2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 8,021 | 2.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 102,892 | 11.95 | 23,673 | 9.03 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 1,360 | 29.15 | 313 | 25.81 | ||||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 4,056 | 1.30 | 933 | -1.27 | ||||
| 2025-07-18 | 13F | 艾利投资管理有限公司 | 78,375 | 0.09 | 18,033 | -2.52 | ||||
| 2025-03-27 | NP | HEOMX - 哈特福德气候机会基金 A 级 | 5,613 | 1.91 | 1,391 | 8.76 | ||||
| 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 | 305,493 | 0.88 | 67,716 | -9.35 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 30,663 | 7,055 | ||||||
| 2025-08-13 | 13F | 伯比斯资本管理有限公司 | 20 | 5 | ||||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 4,800 | 92.00 | 1,104 | 87.12 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,680 | 10.76 | 3,378 | 11.75 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 1,361,410 | 205.97 | 313,233 | 198.00 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 173,666 | 8.27 | 40,166 | 7.67 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 44,115 | 18.80 | 10,150 | 15.70 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 5,405 | 37.18 | 1,232 | 32.37 | ||||
| 2025-07-23 | 13F | TriaGen 财富管理有限责任公司 | 1,634 | 2.64 | 376 | -0.27 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 324,529 | 21.38 | 69,988 | 5.64 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 59,300 | 30.91 | 13,644 | 27.49 | |||
| 2025-07-30 | 13F | 道德公司 | 36,845 | 7.04 | 8,526 | 4.45 | ||||
| 2025-08-12 | 13F | 维克曼投资顾问公司 | 16,442 | 17.12 | 3,783 | 14.05 | ||||
| 2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 6,988 | 0.04 | 1,608 | -2.61 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 396 | 6.74 | 88 | -4.40 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 27,540 | 2.48 | 6,336 | -0.19 | ||||
| 2025-08-07 | 13F | 涵盖更多资产管理 | 1,144 | 263 | ||||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | 41,848 | 9,628 | ||||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 4,629 | 10.74 | 1,065 | 7.80 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 3,141 | 2.31 | 723 | -0.41 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 983,688 | 78.68 | 226,122 | 73.87 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 6,379 | 1.61 | 1,468 | -1.08 | ||||
| 2025-07-21 | 13F | 富通资本顾问有限公司 | 1,008 | 3.07 | 232 | 0.00 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 62,176 | 123.61 | 14,306 | 117.80 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 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 | 2,099 | 465 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 249 | 57 | ||||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 6,371 | -464.27 | 1,466 | -454.72 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 2,539 | 27.97 | 584 | 24.79 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 2,520 | 1.74 | 595 | 15.53 | ||||
| 2025-08-08 | 13F | 斯凯兰兹资本有限责任公司 | 227,050 | 1.08 | 52,240 | -1.56 | ||||
| 2025-07-25 | 13F | 航点财富顾问 | 975 | 0.52 | 224 | -2.18 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 13,357 | 5.61 | 3,073 | 2.88 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 2,494 | 574 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 2,743 | 6.52 | 631 | 3.78 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 2,867 | 660 | ||||||
| 2025-08-08 | 13F | Pinney & Scofield 公司 | 724 | 2.84 | 167 | 0.00 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 1,213,091 | 3.42 | 279,108 | 0.89 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 24,867 | 26.69 | 5,721 | 23.40 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类 | 119,732 | 227.71 | 28,285 | 239.52 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 1,668 | 11.05 | 394 | 15.20 | ||||
| 2025-07-17 | 13F | 诺依曼资本管理有限公司 | 1,171 | 9.34 | 269 | 6.32 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 8,345 | 29.90 | 1,920 | 26.57 | ||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 6,970 | 2.44 | 1,604 | -0.25 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 117 | 2.63 | 27 | 0.00 | ||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 1,192 | 9.96 | 274 | 7.03 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 109,698 | 4.82 | 25,239 | 2.09 | ||||
| 2025-07-31 | 13F | 麦当劳资本投资公司/ca | 246,004 | 39.92 | 56,601 | 36.27 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 4,760 | 1 | ||||||
| 2025-07-16 | 13F | 财富财务顾问有限责任公司 | 3,184 | 0.82 | 733 | -1.74 | ||||
| 2025-07-25 | 13F | 圣路易斯信托公司 | 16,584 | 37.24 | 3,816 | 33.67 | ||||
| 2025-08-12 | 13F | 巴恩斯·佩蒂财务顾问有限公司 | 2,295 | 1.32 | 528 | -1.31 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 1,721 | 396 | ||||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 21,773 | 8.15 | 5,010 | 5.32 | ||||
| 2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 24,242 | 23.20 | 5,228 | 7.24 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 5,543 | 4.09 | 1,275 | 1.43 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 49,884 | 0.40 | 11,477 | -2.22 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 1,210 | 0.83 | 278 | -1.77 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 410,701 | 20,424.79 | 94,494 | 19,919.92 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 81 | 19 | ||||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 594,814 | 75.61 | 136,855 | 71.03 | ||||
| 2025-08-13 | 13F | 挪威银行 | 8,068,237 | 1,856,340 | ||||||
| 2025-07-11 | 13F | 国会公园资本有限责任公司 | 975 | 224 | ||||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 820 | 189 | ||||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 2,610 | 9.07 | 563 | -5.07 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 4,208 | 0.67 | 968 | -1.93 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 91,096 | 2.63 | 20,959 | -0.04 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 217,964 | 4.21 | 50,149 | 1.49 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 15,757 | 12.75 | 3,448 | 14.98 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 61,322 | 14.93 | 14,109 | 11.92 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 32,826 | 7,553 | ||||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 69,866 | 0.66 | 16,075 | -1.97 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 1,003 | 237 | ||||||
| 2025-08-07 | 13F | 策略资产管理公司 | 1,696 | 5.93 | 390 | 3.17 | ||||
| 2025-07-10 | 13F | 信任点公司 | 7,317 | 35.10 | 1,683 | 31.59 | ||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 84,285 | 19,392 | ||||||
| 2025-04-25 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 132,009 | 2.85 | 32,565 | 3.71 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 41,487 | 7.06 | 9,196 | -3.80 | ||||
| 2025-07-22 | 13F/A | 红山金融有限责任公司 | 2,253 | 0.04 | 518 | -2.45 | ||||
| 2025-08-07 | 13F | PFG顾问 | 28,073 | 24.90 | 6,459 | 21.66 | ||||
| 2025-08-07 | 13F | 卫报合伙公司 | 1,108 | 5.52 | 262 | 13.91 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 6,039,998 | 18.30 | 1,389,683 | 15.21 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 76,600 | 17,624 | |||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 952,316 | 1.14 | 219,109 | -1.49 | ||||
| 2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 5,231 | 4.85 | 1,203 | 2.12 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 876,400 | 274.44 | 203,814 | 268.61 | ||||
| 2025-08-14 | 13F | 威尔金斯米勒财富管理有限责任公司 | 1,421 | 0.28 | 327 | -2.40 | ||||
| 2025-08-26 | NP | JVASX - 摩根大通价值优势基金 I 类 | 296,278 | 7.85 | 68,168 | 5.04 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 83 | 43.10 | 19 | 46.15 | ||||
| 2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 10,732 | 1.80 | 2,379 | -8.54 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 49,595 | 9.47 | 11,414 | 6.62 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 370 | 82 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 927,400 | 56.73 | 213,376 | 52.65 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 859,800 | 74.33 | 197,823 | 69.79 | |||
| 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 | 648,656 | 1.65 | 149,243 | -1.00 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 21,345 | 0.15 | 4,911 | -2.44 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 62,767 | 20.93 | 14,441 | 17.78 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 165,016 | 67.79 | 37,967 | 63.41 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 4,430 | 955 | ||||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 3,026 | 0.33 | 696 | -2.25 | ||||
| 2025-08-29 | NP | DAEIX - Dean 股权收益基金 | 7,704 | 83.65 | 1,773 | 78.81 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 630,562 | 60.25 | 145,082 | 56.08 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 146,672 | 33,746 | ||||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 7,882 | 12.81 | 1,813 | 9.88 | ||||
| 2025-08-12 | 13F | Skba资本管理有限公司 | 31,662 | 1.51 | 7,285 | -1.14 | ||||
| 2025-07-25 | NP | CBLAX - 哥伦比亚平衡基金 A 类 | 303,169 | 7.46 | 67,200 | -3.44 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 12,931 | 107.29 | 2,975 | 101.15 | ||||
| 2025-08-25 | NP | LRGE - ClearBridge 大盘成长 ESG ETF 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 | 26,782 | 2.07 | 6,162 | -0.58 | ||||
| 2025-07-29 | NP | FMCX - FMC Excelsior Focus 股票 ETF | 8,853 | 179.63 | 1,962 | 151.22 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 2,764 | 5.74 | 636 | 2.92 | ||||
| 2025-06-26 | NP | TSGMX - 泛美可持续增长股票 R6 | 474 | 102 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 41,495 | 1.62 | 8,949 | -11.56 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 10,439 | 0.55 | 2,251 | -12.48 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 2,028 | 9.33 | 467 | 6.39 | ||||
| 2025-07-11 | 13F | 先锋财富管理集团 | 2,030 | 467 | ||||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 95,738 | 7.85 | 22,028 | 5.04 | ||||
| 2025-08-26 | NP | PXLIX - PAX 大盘基金机构类别 | 40,760 | 9,378 | ||||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 28 | 6 | ||||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 2,649 | 91.40 | 571 | 66.96 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 34,360 | 3.50 | 7,951 | 3.18 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 6,091 | 10.01 | 1,401 | 7.11 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 3,046 | 701 | ||||||
| 2025-08-15 | NP | PY - 主要股东收益率指数 ETF | 9,194 | 222.14 | 2,115 | 227.91 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 7,861 | 6.07 | 1,809 | 3.31 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 275 | 0.73 | 63 | 1.61 | ||||
| 2025-07-07 | 13F | 阿姆斯特朗亨利 H 联合公司 | 65,827 | 0.39 | 15,145 | -2.23 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 4,301 | 535.30 | 990 | 522.01 | ||||
| 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 | 13,937 | 1.80 | 3,006 | -11.41 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 100,561 | 17.64 | 23,137 | 14.57 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 38 | 8 | ||||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 1,094 | 2.34 | 252 | -0.40 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 40,387 | 54.04 | 9,292 | 50.04 | ||||
| 2025-07-14 | 13F | 斯威尼与米歇尔有限公司 | 2,665 | 0.57 | 627 | 13.61 | ||||
| 2025-07-23 | 13F | 国民国家银行信托部 | 12,757 | 2.95 | 2,935 | 0.27 | ||||
| 2025-07-09 | 13F | 生活方式资产管理公司 | 930 | 9.80 | 214 | 6.50 | ||||
| 2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 7,466 | 4.65 | 1,718 | 1.90 | ||||
| 2025-08-08 | 13F | 霍雷尔资本管理公司 | 79,041 | 2.22 | 18,186 | -0.44 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 13,156 | 529.47 | 3,027 | 513.79 | ||||
| 2025-08-14 | 13F | 雕塑家资本有限合伙人 | 44,000 | 4.76 | 10,124 | 2.03 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,528,426 | 7.43 | 351,660 | 4.63 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 34,414 | 0.81 | 8 | -12.50 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 41,256 | 7.73 | 10,223 | 8.19 | ||||
| 2025-08-14 | 13F | 新英格兰资产管理公司 | 16,005 | 0.47 | 3,682 | -2.15 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 9,056 | 3.52 | 2,084 | 0.82 | ||||
| 2025-07-16 | 13F | MBE 财富管理有限责任公司 | 917 | 0.22 | 211 | -2.78 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 755,400 | 5.22 | 173,802 | 2.48 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 37,600 | 17.87 | 8,651 | 14.80 | |||
| 2025-08-14 | 13F | Aventail 资本集团有限合伙人 | 32,201 | 7,409 | ||||||
| 2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 3,038 | 18.72 | 699 | 15.56 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 2,904 | 201.24 | 668 | 194.27 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 15,946 | 101.85 | 3,669 | 96.57 | ||||
| 2025-07-22 | 13F | 运行橡树资本有限责任公司 | 35,955 | 7.21 | 8,273 | 4.42 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 13,762 | 3,166 | ||||||
| 2025-07-08 | 13F | Heartwood 财富顾问有限责任公司 | 5,835 | 7.36 | 1,343 | 4.60 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 40,443 | 2.80 | 9,305 | 0.12 | ||||
| 2025-07-25 | 13F | 缪菲尔德财富顾问有限公司 | 1,114 | 0.09 | 256 | -2.29 | ||||
| 2025-08-13 | 13F | 财富信托公理有限责任公司 | 1,420 | 0.07 | 327 | -2.69 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 1,218 | 2.53 | 280 | 0.00 | ||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | 2,704 | 12.85 | 622 | 9.89 | ||||
| 2025-08-13 | 13F | 奥克斯勒私人财富有限责任公司 | 4,690 | 0.54 | 1,079 | -2.09 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 21,532 | 0.63 | 4,954 | -1.98 | ||||
| 2025-07-02 | 13F | 雅各布斯公司/ca | 60,102 | 0.18 | 14 | -7.14 | ||||
| 2025-07-09 | 13F | 防波堤资本集团 | 1,484 | 0.88 | 341 | -1.73 | ||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 2,619 | 4.22 | 603 | 1.52 | ||||
| 2025-07-24 | 13F | 支付宝证券公司 | 14 | 180.00 | 3 | 200.00 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 8 | 2 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 2,882 | 26.35 | 663 | 23.23 | ||||
| 2025-03-27 | NP | AQEAX - 哥伦比亚纪律核心基金 A 类 | 30,683 | 7,603 | ||||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 50,264 | 0.80 | 11,565 | -1.83 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 2,964 | 11.47 | 682 | 8.44 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 4,405 | 27.17 | 1,014 | 23.84 | ||||
| 2025-08-08 | 13F | 包装管理公司 | 3,123 | 719 | ||||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 462,297 | 143.34 | 106,365 | 139.66 | ||||
| 2025-07-21 | 13F | 乐凯资产管理有限公司 | 3,153 | 725 | ||||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 320 | 1.59 | 74 | -1.35 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 23,472 | 3.73 | 5,400 | 1.03 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 397,857 | 5.04 | 85,802 | -8.58 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 4,232 | 1.44 | 974 | -1.22 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 3,562 | 20.22 | 820 | 17.00 | ||||
| 2025-08-26 | NP | ISBAX - VY(R) 哥伦比亚逆势核心投资组合 ADV 级 | 5,483 | 42.79 | 1,262 | 39.03 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 581 | 70.38 | 134 | 66.25 | ||||
| 2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 15,011 | 15.15 | 3,454 | 12.15 | ||||
| 2025-07-10 | 13F | 财务管理网络公司 | 1,240 | 2.82 | 293 | 15.42 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 1,811 | 0.22 | 417 | -2.35 | ||||
| 2025-08-28 | NP | AIGOX - Alger 增长和收入投资组合 I-2 级 | 1,436 | 11.06 | 330 | 8.20 | ||||
| 2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 3,014 | 3.82 | 693 | 1.17 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 16,372 | 18.70 | 3,802 | 16.70 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 12,236 | 41.10 | 2,815 | 37.45 | ||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 44 | 10 | ||||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 4,371 | 1,029 | ||||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 416,494 | 6.28 | 95,827 | 3.51 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 2,359 | 6.94 | 543 | 4.03 | ||||
| 2025-08-13 | 13F | 法国集团 | 1,534 | 9.49 | 353 | 6.67 | ||||
| 2025-08-19 | NP | DAVPX - 达文波特核心基金 | 68,387 | 3.01 | 15,734 | 0.33 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 359,548 | 2.47 | 70,473 | -8.16 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 7,374 | 3.79 | 1,697 | 1.07 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 22,200 | 31.36 | 5,108 | 27.93 | |||
| 2025-08-14 | 13F | 农林中金银行 | 27,223 | 4.44 | 6,263 | 1.72 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 24,300 | 32.07 | 5,591 | 28.62 | |||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 33 | 8 | ||||||
| 2025-07-25 | 13F | 萨瑟金融集团公司 | 99,615 | 5.47 | 22,919 | 2.72 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 351 | 6.04 | 81 | -1.23 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 2,325 | 116.48 | 535 | 110.24 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 3,021 | 68.49 | 695 | 64.30 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 184,662 | 1.46 | 42,487 | -1.19 | ||||
| 2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 19,487 | 0.08 | 4,484 | -2.54 | ||||
| 2025-07-31 | 13F | WFA资产管理公司 | 2,497 | 1.09 | 565 | -6.92 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 13,389 | 1.86 | 3,080 | -0.81 | ||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 78 | 18.18 | 17 | 0.00 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 2,721 | 33.84 | 626 | 30.42 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -14,070 | -16.87 | -3,237 | -19.03 | |||
| 2025-07-15 | 13F | 诺登集团有限公司 | 6,756 | 15.00 | 1,555 | 12.04 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 2,824 | 0.89 | 650 | -1.82 | ||||
| 2025-08-12 | 13F | 中心财富管理 | 12,190 | 2.65 | 2,709 | -3.42 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 7,132 | 3.69 | 1,641 | 0.99 | ||||
| 2025-07-22 | 13F | 康帕斯金融集团有限公司/SD | 1,569 | 0.13 | 361 | -2.70 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 5,388 | 0.17 | 1,240 | -2.44 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,426 | 4.48 | 523 | -9.04 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 9,589 | 32.94 | 290 | -1.70 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 2,100 | 133.33 | 483 | 127.83 | |||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 10,620 | 1.34 | 2,443 | 9.65 | ||||
| 2025-07-31 | 13F | 哈特福德财务管理公司 | 11,515 | 1.93 | 2,649 | -0.71 | ||||
| 2025-08-26 | NP | DVAL - BrandywineGLOBAL-动态美国大盘价值 ETF | 3,295 | 758 | ||||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON 联合战略价值股息投资组合 | 2,255 | 519 | ||||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 1,360 | 29.15 | 313 | 25.81 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 3,857 | 5.96 | 870 | 1.16 | ||||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 404,080 | 5.53 | 93,484 | 5.36 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 145,355 | 1.13 | 31,347 | -11.99 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 237,554 | 3.84 | 54,656 | 1.13 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 1,651 | 22.03 | 380 | 18.81 | ||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 4,640 | 7.33 | 1,068 | 4.51 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 16,465 | 7.43 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 科伊尔财务顾问有限责任公司 | 1,210 | 0.17 | 278 | -2.46 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 326,557 | 27.86 | 75,134 | 24.53 | ||||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 2,931 | 4.57 | 674 | 1.81 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 5 | 1 | ||||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 1,430,775 | 2.18 | 329,193 | -0.48 | ||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 24,551 | 54.56 | 5,649 | 50.53 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 29,108 | 58.32 | 6,697 | 55.17 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 974,913 | 0.71 | 224,308 | -1.92 | ||||
| 2025-07-15 | 13F | BigSur 财富管理有限责任公司 | 3,147 | 4.83 | 724 | 2.12 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 5,113 | 40.74 | 1,176 | 37.06 | ||||
| 2025-07-16 | 13F | 北橡树财富管理公司 | 9,130 | 0.02 | 2,101 | -2.60 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 43,459 | 2.75 | 9,999 | 0.08 | ||||
| 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 | 4,207 | 10.02 | 968 | 7.09 | ||||
| 2025-07-17 | 13F | 柳溪财富管理公司 | 1,404 | 0.93 | 323 | -1.52 | ||||
| 2025-08-27 | NP | PJIAX - PGIM JENNISON 股权机会基金 A 类 | 39,588 | 8.54 | 9,108 | 5.71 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 551,378 | 30.55 | 126,861 | 27.15 | ||||
| 2025-07-29 | 13F | 西北象限财富管理有限责任公司 | 1,474 | 0.27 | 339 | -2.31 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 326,100 | 31.33 | 75,029 | 27.91 | |||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 12,987 | 3.99 | 2,988 | 1.29 | ||||
| 2025-07-10 | 13F | 明石资本管理有限公司 | 53,500 | 28.92 | 12,309 | 25.56 | ||||
| 2025-07-24 | 13F | Acima 私人财富有限公司 | 3,708 | 629.92 | 853 | 610.83 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 97 | 22 | ||||||
| 2025-08-04 | 13F | 新月英镑有限公司 | 898 | 207 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 6,712 | 76.17 | 1,544 | 71.56 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 7,009 | 3.58 | 1,613 | 0.44 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 2,594 | 17.96 | 597 | 14.84 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 2,418 | 6.24 | 556 | 3.54 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 641,620 | 146.79 | 147,624 | 140.35 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 135 | 0.75 | 32 | 3.33 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 334 | 64.53 | 72 | 44.00 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 12,599 | 14.86 | 2,899 | 11.85 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 182 | 1.11 | 42 | -2.38 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 173,008 | 39,806 | ||||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 11,011 | 2.95 | 2,533 | 0.28 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 9,029 | 2.40 | 2,077 | -0.24 | ||||
| 2025-07-23 | 13F | 构造顾问有限公司 | 4,484 | 5.26 | 1,032 | 2.49 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 11,944 | 2.79 | 2,748 | 0.11 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 409,812 | 41.20 | 94,290 | 37.52 | ||||
| 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 | 149,267 | 1.16 | 32,191 | -11.96 | ||||
| 2025-07-17 | 13F | 格里森集团公司 | 860 | 0.58 | 198 | -1.99 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 2,292 | 527 | ||||||
| 2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 81,250 | 36.15 | 18,694 | 32.61 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 23,891 | 519.26 | 5,497 | 503.29 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 4,452 | 1.07 | 1,024 | -1.54 | ||||
| 2025-07-15 | 13F | Am投资策略有限公司 | 1,106 | 0 | ||||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 20,170 | 1.03 | 4,641 | -1.61 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 13,084 | 0.45 | 3,010 | -2.18 | ||||
| 2025-08-14 | 13F | Shellback 资本有限合伙人 | 50,000 | 11,504 | ||||||
| 2025-08-14 | 13F | JPL 财富管理有限责任公司 | 10,049 | 0.99 | 2,312 | -1.62 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 53 | 11 | ||||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 15,692 | 695.74 | 3,610 | 676.34 | ||||
| 2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 79,226 | 0.27 | 18,228 | -2.35 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 129,031 | 0.98 | 27,827 | -12.11 | ||||
| 2025-07-23 | 13F | 海山金融集团公司 | 3,991 | 120.74 | 918 | 114.99 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 10,547 | 5.39 | 2,427 | 2.62 | ||||
| 2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 375,726 | 1.48 | 81,029 | -11.67 | ||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 5,290 | 0.09 | 1,217 | -2.48 | ||||
| 2025-07-17 | 13F | 斯科特与塞尔伯公司 | 9,438 | 0.61 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 73 | 4.29 | 17 | 0.00 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 146,044 | 5.22 | 33,602 | 2.48 | ||||
| 2025-08-14 | 13F | 戴维森·肯普纳资本管理公司 | 120,000 | 27,610 | ||||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 71 | 42.00 | 15 | 25.00 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 185,155 | 4.40 | 42,600 | 1.68 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 3,900 | 18.18 | 897 | 15.15 | |||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 1,306,900 | 1,433.85 | 300,692 | 1,393.89 | ||||
| 2025-07-30 | 13F | Wbh 咨询公司 | 3,261 | 0.03 | 750 | -2.60 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 55,498 | 3.87 | 12,769 | 10.92 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 111 | 12.12 | 26 | 8.70 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 943 | 3.97 | 217 | 0.93 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 2,459 | 4.24 | 566 | 1.44 | ||||
| 2025-06-30 | NP | BDIV - AAM BRENTVIEW 股息增长 ETF | 340 | 66.67 | 73 | 46.00 | ||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 15,559 | 10.18 | 3,580 | 7.28 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 12,892 | 3 | ||||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 4,373 | 27.42 | 1,006 | 24.20 | ||||
| 2025-08-13 | 13F | 世代资本管理有限公司 | 2,376 | 3.30 | 547 | 0.55 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 35 | 40.00 | 8 | 60.00 | ||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 3,170 | 0.89 | 729 | -1.75 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理增长投资组合 1 级 | 2,050 | 43.66 | 484 | 48.92 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 154,751 | 0.63 | 35,605 | -1.99 | ||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 31,531 | 5.74 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 1,019,532 | 1,267.80 | 234,574 | 1,232.20 | ||||
| 2025-08-11 | 13F | 美国教师保险与年金协会 | 264 | 61 | ||||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 10,321 | 1.54 | 2,375 | -1.12 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 2,954 | 9.85 | 698 | 13.70 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 34,989 | 2.57 | 8,051 | -0.10 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 5,349 | 7.89 | 1,231 | 5.04 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 4,389 | 1.32 | 973 | -8.99 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通股票收益投资组合 1 级 | 53,008 | 20.43 | 11,432 | 4.81 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 12,641 | 3.53 | 2,978 | 2.27 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 28,546 | 0.19 | 6,568 | -2.42 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 25,658 | 1.46 | 5,533 | -11.70 | ||||
| 2025-08-14 | 13F | 南岸银行 | 17,234 | 0.68 | 3,965 | -1.93 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 | 2,370 | 44.25 | 560 | 49.47 | ||||
| 2025-07-22 | 13F | 奥基夫史蒂文斯咨询公司 | 26,132 | 12.97 | 6,012 | 10.03 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 9 | 28.57 | 2 | 100.00 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 14,200 | 27.93 | 3,267 | 24.60 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 1,530 | 361 | ||||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 3,600 | 9.09 | 850 | 13.03 | |||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 48,515 | 4.05 | 11,162 | 1.33 | ||||
| 2025-08-11 | 13F | LCNB公司 | 1,613 | 7.25 | 371 | 4.51 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 67 | 16 | ||||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 224 | 52 | ||||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 64,310 | 0.01 | 14,796 | -2.60 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 55,512 | 13.88 | 11,972 | -0.89 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 698,589 | 1.71 | 160,731 | -0.94 | ||||
| 2025-08-14 | 13F | Clg有限责任公司 | 5,426 | 0.02 | 1,248 | -2.58 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 2,404 | 553 | ||||||
| 2025-08-14 | 13F | 沃顿商业集团有限责任公司 | 27,536 | 5.00 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 6,780 | 1.69 | 1,560 | -0.95 | ||||
| 2025-07-29 | 13F | 波特曼广场资本有限责任合伙 | 939 | 216 | ||||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 376 | 0.27 | 87 | -2.27 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 3,354 | 30.20 | 772 | 26.81 | ||||
| 2025-07-08 | 13F | 利夫斯伯格财务咨询 | 185 | 43 | ||||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 10,782 | 34.93 | 2,481 | 31.43 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 497,364 | 114,434 | ||||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 88,373 | 9.09 | 19,059 | -5.05 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 73,272 | 61.17 | 16,858 | 56.98 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 34,091 | 5.31 | 7,557 | -5.38 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 13,102 | 0.70 | 3,015 | -1.92 | ||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 34,553 | 3.12 | 7,950 | 0.42 | ||||
| 2025-08-08 | 13F | 帕拉贡资本管理有限公司 | 1,597 | 367 | ||||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 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 | 336,263 | 25.14 | 74,536 | 12.45 | ||||
| 2025-05-28 | NP | JGRO - 摩根大通主动增长 ETF | 114,010 | 305.60 | 26,934 | 320.24 | ||||
| 2025-08-12 | 13F | 钻石山资本管理公司 | 1,936,880 | 4.62 | 445,637 | 1.90 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 价值优势投资组合 I 类 | 26,149 | 3.36 | 6,016 | 0.67 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 4,500 | 80.00 | 1,063 | 86.49 | |||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 11,095 | 1.79 | 2,545 | -1.17 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 1,183 | 3.86 | 272 | 1.12 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,227 | 5.18 | 7,381 | -8.46 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 5,523 | 1,271 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 4,278 | 25.90 | 984 | 22.69 | ||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 2,733 | 1.04 | 629 | -1.72 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 1,853 | 87.17 | 459 | 88.11 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 5 | 1 | ||||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 207 | 7.25 | 48 | 4.44 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 3,611 | 3.70 | 837 | 1.09 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林收入焦点 ETF | 27,099 | 20.50 | 6,235 | 17.36 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 4,868 | 1,120 | ||||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 2,175 | 11.42 | 500 | 8.46 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多重管理收益/股票投资组合 1 级 | 1,233 | 51.10 | 291 | 56.45 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 15,065 | 268.61 | 3,466 | 259.17 | ||||
| 2025-08-13 | 13F | 美丽华资本有限责任公司 | 54,248 | 1.76 | 12,481 | -0.89 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 40,996 | 9,432 | ||||||
| 2025-05-13 | 13F | 金牛资产管理有限公司 | 44,066 | 3.57 | 10,410 | 7.30 | ||||
| 2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 5,696 | 34.82 | 1,263 | 21.11 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 86 | 36.51 | 19 | 20.00 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 99,063 | 0.47 | 22,792 | -2.15 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 23,834 | 83.58 | 5,484 | 78.77 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 41,929 | 0.51 | 9,647 | -2.10 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 494 | 18.75 | 114 | 15.31 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 240,432 | 54.72 | 55 | 52.78 | ||||
| 2025-07-09 | 13F | 诺曼·菲尔兹 (Norman Fields)，Gottscho 资本管理有限责任公司 | 36,104 | 0.07 | 8 | 0.00 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 541 | 22.40 | 117 | 6.42 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 24,115 | 5,548 | ||||||
| 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 | 276,100 | 1.02 | 59,544 | -12.08 | ||||
| 2025-08-05 | 13F | KDT 顾问有限公司 | 4,114 | 0.12 | 947 | -2.47 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,911 | 34.01 | 424 | 20.51 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 5,897 | 37.04 | 1,357 | 33.46 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 12,765 | 2.02 | 2,937 | -0.64 | ||||
| 2025-06-25 | NP | CFLGX - ClearBridge 战术股息收入基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,527 | 18.20 | 6,583 | 2.88 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 4,715 | 1 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 732 | 2.95 | 168 | 0.60 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 28,690 | 13,693.27 | 6,601 | 13,369.39 | ||||
| 2025-07-23 | 13F | 莫顿资本管理有限责任公司/加利福尼亚州 | 1,439 | 23.94 | 331 | 20.80 | ||||
| 2025-08-14 | 13F | 加洛合伙公司 | 11,010 | 2,533 | ||||||
| 2025-08-04 | 13F | 尤贝尔·布雷迪和萨特曼资产管理公司 | 1,586 | 3.59 | 0 | |||||
| 2025-07-07 | 13F | 信托公司 | 3,306 | 45.25 | 761 | 41.53 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 20,280 | 5.42 | 4,666 | 2.66 | ||||
| 2025-07-10 | 13F | 社区信托投资公司 | 18,362 | 14.82 | 4,225 | 11.83 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 214 | 8.63 | 49 | 6.52 | ||||
| 2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 56,360 | 10.86 | 12,967 | 7.97 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 16,845 | 2.68 | 3,876 | 0.00 | ||||
| 2025-08-08 | 13F | 创意策划 | Put | 5,000 | 11 | |||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 9,302 | 57.61 | 2,140 | 53.52 | ||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 3,315 | 7.42 | 763 | 4.53 | ||||
| 2025-08-13 | 13F | 万博特联合有限责任公司 | 1,148 | 16.08 | 270 | 15.38 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 6,476 | 1,490 | ||||||
| 2025-07-21 | 13F | 111资本 | 6,387 | 31.34 | 1,470 | 27.96 | ||||
| 2025-08-28 | NP | ABLOX - 阿尔及尔平衡投资组合 I-2 级 | 1,501 | 12.10 | 345 | 9.18 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 20,606 | 0.50 | 4,741 | -2.11 | ||||
| 2025-08-13 | 13F | 第1832章 | 617,121 | 6.31 | 141,987 | 3.53 | ||||
| 2025-08-06 | 13F | 罗斯柴尔德公司英国财富管理有限公司 | 1,011,677 | 3,536.25 | 232,767 | 3,441.78 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,348 | 7.66 | 506 | -6.30 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 1,968 | 0.46 | 453 | -2.16 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 58,181 | 3.58 | 13,386 | 0.88 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 42,777 | 27.97 | 9,842 | 24.65 | ||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 302,958 | 1.14 | 69,705 | -1.50 | ||||
| 2025-08-13 | 13F | 亨德肖特投资公司 | 1,114 | 256 | ||||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 72,318 | 46.75 | 15,596 | 27.72 | ||||
| 2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 4,803 | 1.46 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | 阿维索财富管理 | 4,256 | 0.05 | 979 | -2.59 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 51,729 | 3.87 | 11,902 | 1.16 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 43 | 0 | ||||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 90,900 | 2.41 | 20,914 | -0.26 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 16,670 | 11.38 | 3,836 | 12.36 | ||||
| 2025-08-29 | NP | FTZIX - Fuller & Thaler 行为无约束股票基金机构股票 | 40,877 | 10.15 | 9,405 | 7.28 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 3,764 | 8.35 | 866 | 5.49 | ||||
| 2025-07-22 | 13F | 综合财务顾问机构有限公司 | 18,105 | 4.18 | 4,166 | 1.46 | ||||
| 2025-08-13 | 13F | 智能财富有限责任公司 | 3,144 | 49.15 | 723 | 45.47 | ||||
| 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 | 1,803 | 415 | ||||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 21,718 | 4,997 | ||||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 1,135 | 1.61 | 261 | -0.76 | ||||
| 2025-08-26 | NP | RBB 基金公司 - SGI 增强型市场领先者 ETF | 32,866 | 7,562 | ||||||
| 2025-08-11 | 13F | 尼古拉财富管理有限公司 | 94,200 | 11.88 | 21,674 | 8.96 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 7,379 | 7.58 | 1,698 | 4.75 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 1,402,806 | 18.11 | 322,748 | 17.05 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 2,349 | 35.86 | 507 | 18.22 | ||||
| 2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 2,345 | 1.16 | 540 | -1.46 | ||||
| 2025-07-17 | 13F | Eclectic Associates 公司 /adv | 1,655 | 0.55 | 381 | -2.06 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 9,738 | 39.27 | 2,241 | 35.68 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 212 | 909.52 | 49 | 1,100.00 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 30,900 | 13.19 | 7,109 | 10.23 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 47,187 | 2.94 | 10,857 | 0.25 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 120,412 | 4.31 | 26,811 | -1.69 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 8,374 | 686.29 | 1,927 | 667.33 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 27,084 | 0.46 | 6,231 | -2.15 | ||||
| 2025-05-27 | NP | BLACKROCK BOND FUND, INC. - 贝莱德总回报基金投资者 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 | 3,984 | 941 | ||||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 15,003 | 18.95 | 3,236 | 3.52 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 1,102 | 11.99 | 254 | 9.05 | ||||
| 2025-08-01 | 13F | 火力资本管理有限公司 | 5,271 | 3.60 | 1,213 | 0.92 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 6,633 | 5.47 | 1,526 | 2.76 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 69,501 | 0.65 | 15,991 | -1.97 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 1,887 | 0.16 | 434 | -2.47 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 82,039 | 3.41 | 18,876 | 0.71 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,421 | 6.20 | 327 | 3.16 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 133 | 31 | ||||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 2,109 | 62.98 | 455 | 41.88 | ||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 1,758 | 73.20 | 379 | 51.00 | ||||
| 2025-08-12 | 13F | HFR 财富管理有限责任公司 | 46,435 | 1.29 | 10,684 | -1.35 | ||||
| 2025-05-27 | NP | GGEYX - 机构成长股票基金 | 22,380 | 225.05 | 5,287 | 236.75 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 9,793 | 35.73 | 2,253 | 32.22 | ||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 118 | 0.85 | 27 | 0.00 | ||||
| 2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 1,284 | 18.67 | 296 | 15.69 | ||||
| 2025-07-29 | 13F | 卡顿伍德资本顾问有限公司 | 3,647 | 0.08 | 839 | -2.44 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 41,288 | 9,500 | ||||||
| 2025-07-17 | 13F | 阿登达资本公司 | 26,712 | 2.16 | 6,146 | -0.52 | ||||
| 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 | 4,215 | 4.56 | 970 | 1.79 | ||||
| 2025-08-13 | 13F | 空心布鲁克财富管理有限责任公司 | 1,699 | 1.13 | 391 | -1.52 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 2,287 | 5.78 | 526 | 3.14 | ||||
| 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 | 58,243 | 0.79 | 13,401 | -1.84 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 多元化股息基金系列 I | 36,950 | 2.10 | 8,501 | -0.56 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 26,429 | 4.67 | 6,081 | 1.93 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 145 | 33 | ||||||
| 2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 43,670 | 41,490.48 | 10,048 | 40,088.00 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 878 | 202 | ||||||
| 2025-08-14 | 13F | 莱特森投资管理公司 | 21,214 | 0.14 | 4,881 | -2.48 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 42,431 | 0.48 | 9,763 | -2.15 | ||||
| 2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 4,202 | 0.53 | 967 | -2.13 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 2,644 | 4.14 | 608 | 1.50 | ||||
| 2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 14,113 | 0.95 | 3,128 | -9.28 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 160,946 | 3.30 | 34,710 | -10.09 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 19,527 | 55.95 | 4,493 | 51.91 | ||||
| 2025-03-25 | NP | PMAIX - 先锋多元资产收益基金：A 类 | 16,911 | 4,190 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 13,241 | 23.79 | 3,046 | 20.59 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 86,063 | 12.04 | 19,821 | 10.99 | ||||
| 2025-08-05 | 13F | 基准金融财富顾问有限责任公司 | 1,535 | 2.68 | 353 | 0.00 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 16,547 | 18.08 | 3,620 | 11.90 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 193,300 | 28.01 | 44,474 | 24.67 | |||
| 2025-08-06 | 13F | 融合金融有限公司 | 9,740 | 12.35 | 2,241 | 9.42 | ||||
| 2025-08-13 | 13F | RW投资管理有限责任公司 | 921 | 212 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 8,712 | 87.27 | 2,004 | 82.51 | ||||
| 2025-05-27 | NP | CZMGX - 多经理增长策略基金机构类别 | 51,985 | 232.56 | 12,281 | 244.56 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 206 | 79.13 | 47 | 74.07 | ||||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 97,319 | 20,988 | ||||||
| 2025-08-26 | NP | MFRFX - MFS研究基金A | 160,095 | 36,835 | ||||||
| 2025-07-10 | 13F | 帕奇拉投资公司 | 1,099 | 0.09 | 253 | -0.79 | ||||
| 2025-07-28 | NP | SWP - SWP 增长与收入 ETF | 6,811 | 5.60 | 1,510 | -5.15 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 182,455 | 7.08 | 35,762 | -4.03 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 3,156 | 22.09 | 743 | 21.80 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 114,367 | 233.98 | 26,314 | 225.29 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 10,634 | 31.12 | 2,447 | 27.73 | ||||
| 2025-08-18 | NP | ULTRA 系列基金 - 大盘价值基金 I 类 | 23,010 | 12.24 | 5,294 | 9.33 | ||||
| 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 | 116,749 | 56.22 | 25,178 | 35.97 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 1,715 | 2.51 | 395 | -0.25 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 464,496 | 139.27 | 109,733 | 147.88 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 9,946 | 2.15 | 2,288 | -0.52 | ||||
| 2025-08-05 | 13F | 科顿资本公司 | 1,480 | 6.17 | 341 | 3.34 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 152 | 24.59 | 35 | 21.43 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 576,747 | 15.71 | 132,698 | 12.69 | ||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 14,008 | 4.62 | 3,223 | 1.87 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 39,800 | 127.43 | 9,157 | 121.50 | |||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 10,618 | 0.50 | 2,290 | -12.53 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 1,684 | 388 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 900 | 207 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 33,100 | 18.21 | 7,616 | 15.13 | |||
| 2025-08-12 | 13F | 创始者有限公司 | 6,652 | 1,530 | ||||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 30,545 | 6.11 | 6,771 | -4.66 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 138 | 32 | ||||||
| 2025-08-29 | NP | JABLX - Janus Henderson 平衡投资组合服务股票 | 162,147 | 26.02 | 37,307 | 22.74 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a) | 82,634 | 9.93 | 19,012 | 7.06 | ||||
| 2025-08-21 | NP | RALIX - Lazard 实物资产和定价机会投资组合机构股票 | 230 | 6.98 | 53 | 4.00 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 3,908 | 14.24 | 857 | 14.27 | ||||
| 2025-08-12 | 13F | EFG 资产管理（美洲）公司 | 30,882 | 6.23 | 7,105 | 3.47 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 56,588 | 1.48 | 13,020 | -1.17 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 12,144 | 2.99 | 2,794 | 0.32 | ||||
| 2025-07-15 | 13F | 金融合作伙伴集团公司 | 4,142 | 3.47 | 953 | 0.74 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 519,208 | 5.63 | 111,972 | -8.07 | ||||
| 2025-07-10 | 13F | 阿克菲尔德财富策略有限责任公司 | 1,984 | 0.15 | 467 | 5.43 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 155,118 | 7.69 | 33,453 | -6.28 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 2,491 | 22.05 | 573 | 18.88 | ||||
| 2025-07-28 | NP | AVLV - Avantis 美国大盘价值 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 | 449,291 | 36.95 | 99,590 | 23.05 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 1,362 | 65.90 | 313 | 62.18 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 1,333 | 0.98 | 307 | 0.99 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 5,764 | 9.08 | 1,326 | 6.25 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 5,871 | 6.75 | 1,351 | 3.93 | ||||
| 2025-03-28 | NP | GDIV - Harbour 股息增长领先 ETF | 11,751 | 1.11 | 2,912 | 7.93 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 26,083 | 0.42 | 5,782 | -9.77 | ||||
| 2025-05-28 | NP | SEEGX - 摩根大通大盘成长基金 I 类 | 4,592,611 | 237.99 | 1,084,958 | 250.14 | ||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 3,668 | 1.89 | 844 | -0.71 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 3,498 | 11.83 | 805 | 8.94 | ||||
| 2025-08-12 | 13F | 朗费罗投资管理有限公司 | 6,513 | 0.12 | 1,499 | -2.47 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 83,497 | 19 | ||||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 9,901 | 2,278 | ||||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 986,316 | 52.34 | 226,932 | 48.37 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 343,722 | 79,084 | ||||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 77,518 | 2.82 | 17,835 | 0.14 | ||||
| 2025-07-30 | 13F | 花岗岩港顾问公司 | 955 | 220 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 52,013 | 1.10 | 11,967 | -1.53 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 900,695 | 7.39 | 207,232 | 4.59 | ||||
| 2025-08-26 | NP | BGIG - Bahl & Gaynor 收入增长 ETF | 7,761 | 17.13 | 1,786 | 14.06 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 19,100 | 81.90 | 4,395 | 77.18 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 11,151 | 7.87 | 2,566 | 5.04 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Janus 平衡副总裁服务 | 14,828 | 15.68 | 3,412 | 12.65 | ||||
| 2025-07-25 | 13F | 倡导集团有限责任公司 | 34,126 | 1.42 | 7,852 | -1.23 | ||||
| 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 | 32 | 7 | ||||||
| 2025-08-07 | 13F | 英杰华公司 | 454,320 | 6.51 | 104,530 | 3.73 | ||||
| 2025-07-25 | NP | PGSLX - 全球可持续上市基础设施基金机构类别 | 2,940 | 26.02 | 652 | 13.22 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 329 | 176.47 | 76 | 167.86 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 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 | 49,784 | 12.89 | 10,736 | -1.75 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 3,233 | 744 | ||||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 36 | 20.00 | 9 | 33.33 | ||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 3,965 | 169.73 | 912 | 162.82 | ||||
| 2025-08-14 | 13F | Nfj 投资集团有限公司 | 80,118 | 1,247.43 | 18,434 | 1,212.89 | ||||
| 2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 915 | 83.00 | 216 | 89.47 | ||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 90,008 | 2.52 | 20,709 | -0.15 | ||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 23,400 | 40.12 | 5,046 | 21.94 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 386,471 | 52.61 | 88,919 | 48.63 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 41 | 9 | ||||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 33,481 | 30.58 | 7,703 | 27.18 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 12,099 | 29.40 | 2,682 | 16.26 | ||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 9,439 | 2.33 | 2,172 | -0.37 | ||||
| 2025-08-22 | NP | 三洲公司 | 22,500 | 4.65 | 5,177 | 1.91 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 10,469 | 222.62 | 2,409 | 214.36 | ||||
| 2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 66,024 | 8.26 | 15,191 | 5.43 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 3,335 | 14.60 | 719 | -0.28 | ||||
| 2025-08-06 | 13F | SNS 金融集团有限责任公司 | 9,157 | 1.34 | 2,107 | -1.31 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 696 | 0.72 | 160 | -1.84 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 2,925 | 23.42 | 673 | 20.39 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 206,414 | 18.61 | 45,754 | 6.58 | ||||
| 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 | 13,422 | 5.49 | 3,088 | 2.76 | ||||
| 2025-05-30 | NP | WBIL - WBI BullBear Quality 3000 ETF | 1,412 | 334 | ||||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 101 | 38.36 | 23 | 35.29 | ||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 1,781 | 77.39 | 410 | 72.57 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 15,611 | 22.82 | 3,592 | 19.62 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 1,541 | 11.42 | 355 | 8.59 | ||||
| 2025-07-17 | 13F | LexAurum 顾问有限公司 | 1,070 | 246 | ||||||
| 2025-08-28 | NP | LGLV - SPDR SSGA 美国大盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,383 | 16.49 | 5,840 | 13.46 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 75,263 | 3.13 | 17,317 | 0.44 | ||||
| 2025-04-11 | 13F | 戴维斯资本管理公司 | 8,222 | 5.05 | 1,942 | 8.86 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 37,921 | -173.29 | 8,725 | -171.37 | ||||
| 2025-07-14 | 13F | 创始人资本管理有限公司 | 49,868 | 3.21 | 11,474 | 0.52 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 216 | 426.83 | 50 | 444.44 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 6,301 | 0.70 | 1,450 | -1.96 | ||||
| 2025-07-18 | 13F | 中西部金融集团有限责任公司 | 1,801 | 0.45 | 414 | -2.13 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 4,470,559 | 0.45 | 1,028,586 | -2.17 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 311 | 0.32 | 72 | -2.74 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 304,200 | 6.22 | 69,990 | 3.45 | |||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 521,811 | 9.95 | 120,058 | -2.15 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 5,180 | 22.95 | 1,192 | 19.70 | ||||
| 2025-08-13 | 13F | 金融复仇者公司 | 111 | 0.91 | 26 | -3.85 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 13,800 | 196.65 | 3,175 | 189.16 | ||||
| 2025-05-30 | NP | TVAL - T. Rowe 价格价值 ETF | 9,795 | 414.17 | 2,314 | 432.95 | ||||
| 2025-05-28 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 46,288 | 8.90 | 10,935 | 12.81 | ||||
| 2025-05-22 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 3,875 | 6.90 | 915 | 10.77 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 22,684 | 12.40 | 5,219 | 9.48 | ||||
| 2025-07-17 | 13F | 精细化财富管理 | 2,412 | 0.96 | 555 | -1.77 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 27,739 | 6,382 | ||||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 6,681 | 8.48 | 1,537 | 5.64 | ||||
| 2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 2,668 | 614 | ||||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 21,471 | 4,940 | ||||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 248,695 | 0.50 | 57,736 | -1.58 | ||||
| 2025-08-13 | 13F | 贸易通资本有限责任公司 | 900 | 0 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 58,840,862 | 0.02 | 13,538,106 | -2.59 | ||||
| 2025-07-22 | 13F | 永利资本有限责任公司 | 1,293 | 5.46 | 297 | 2.77 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 11 | 3 | ||||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 1,691 | 375 | ||||||
| 2025-07-23 | 13F | 西步顾问公司 | 2,381 | 21.48 | 548 | 18.14 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 270,634 | 3.38 | 62 | 1.64 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 22,970 | 8.38 | 5,098 | 1.84 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 361,444 | 5.98 | 80,118 | -4.77 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 2,145 | 6.88 | 494 | 4.01 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 8,270 | 1.12 | 1,859 | 6.54 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 277,767 | 1.89 | 63,909 | -0.77 | ||||
| 2025-05-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,379 | 2.15 | 326 | 5.86 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 5,971 | 1.44 | 1,374 | -1.22 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 24,768 | 0.82 | 6 | 0.00 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 727 | 5.82 | 157 | -8.24 | ||||
| 2025-05-22 | NP | MXLGX - Great-West 大盘成长基金投资者类别 | 38,082 | 259.37 | 8,996 | 272.35 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 507,336 | 45.22 | 112,456 | 30.49 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 10,154 | 2,336 | ||||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 106,464 | 1.67 | 22,960 | -11.52 | ||||
| 2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 213,152 | 2.13 | 45,968 | -11.11 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 3,733 | 1.58 | 859 | -1.15 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 51,982 | 56.35 | 12 | 57.14 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 1,233 | 284 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 37,512 | 48.82 | 8,631 | 44.94 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 32,166 | 63.50 | 7 | 75.00 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 2,864 | 659 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 89,100 | 8.00 | 20 | 5.26 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 4,010 | 62.81 | 1 | |||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 74,252 | 5.10 | 17,084 | 2.36 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 2,705 | 1 | ||||||
| 2025-08-20 | NP | FMIEX - Wasatch 全球价值基金投资者类别股票 | 19,400 | 4.86 | 4,464 | 2.13 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 22,085 | 1.50 | 5,081 | -1.15 | ||||
| 2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 905 | 11.73 | 0 | |||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 254,603 | 0.71 | 58,579 | -1.92 | ||||
| 2025-08-26 | NP | VGIIX - 摩根大通成长和收益基金 I 类 | 333,551 | 13.86 | 76,743 | 10.89 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 5,315,366 | 15.52 | 1,222,959 | 12.51 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 27,327 | 1.23 | 6,288 | -1.40 | ||||
| 2025-07-28 | 13F | 花岗岩集团顾问有限公司 | 10,136 | 2.50 | 2,332 | -0.17 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 762 | 46.54 | 169 | 31.25 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 162,370 | 0.09 | 37,358 | -2.52 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 1,371,692 | 11.76 | 315,599 | 8.84 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 2,971 | 515 | ||||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 2,680 | 30.29 | 617 | 27.01 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 3,071 | 1 | ||||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 3,398 | 4.14 | 782 | 1.43 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 1,254,722 | 2.42 | 288,688 | -0.25 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 3,251 | 748 | ||||||
| 2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 12,392 | 254.67 | 2,851 | 245.58 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 18 | 28.57 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | 传奇财务顾问公司 | 41 | 9 | ||||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 2,503 | 6.06 | 576 | 3.23 | ||||
| 2025-08-01 | 13F | 莫特科 | 44,667 | 5.22 | 9,915 | -1.14 | ||||
| 2025-05-02 | 13F | 新英格兰退休计划公司 | 2,359 | 557 | ||||||
| 2025-08-08 | 13F | 螃蟹 | 4,515 | 2.01 | 1,039 | -0.67 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 23,275 | 0.43 | 5,355 | -2.19 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 2,103 | 12.16 | 484 | 21.05 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 106 | 24 | ||||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 88 | 25.71 | 19 | 5.88 | ||||
| 2025-07-31 | 13F | 卡迪尼亚有限公司 | 15,008 | 0.05 | 3,453 | -2.54 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 16,698 | 18.50 | 3,601 | 3.15 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 2,430 | 2.10 | 559 | -0.53 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 15,927 | 1.45 | 3,664 | -1.19 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 95 | 37.68 | 20 | 17.65 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 9,454 | 3.56 | 2,175 | 0.88 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 102 | 37.84 | 22 | 16.67 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 56 | 27.27 | 12 | 20.00 | ||||
| 2025-08-05 | 13F | Palogic 价值管理有限合伙人 | 3,303 | 0.18 | 760 | -2.44 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,546 | 170.28 | 343 | 142.55 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 9,329 | 0.33 | 2,146 | -2.28 | ||||
| 2025-08-08 | 13F | 地平线家族财富有限公司 | 1,179 | 271 | ||||||
| 2025-07-22 | 13F | 库里南联合公司 | 18,070 | 1.69 | 4,158 | -0.95 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 24,024 | 13.79 | 5,325 | 2.25 | ||||
| 2025-08-20 | NP | RIFR - 全球基础设施主动型 ETF | 1,890 | 435 | ||||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 44 | 22.22 | 10 | 25.00 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 385,847 | 27.32 | 88,778 | 24.01 |
