机构和基金投资人持股 - 买家
在联合健康集团公司中开设新头寸的主要持有者包括 伯克希尔哈撒韦公司, VYM - Vanguard 高股息收益率指数基金 ETF 股票, 马什菲尔德联合公司, 英国纳亚资本管理有限公司, VFLO - VictoryShares 自由现金流 ETF, Marex 集团, 赛恩资产管理有限公司, 戈壁资本, 阿卜迪尔资本顾问有限合伙人, Marex 集团, 斯米德资本管理公司, 皮克顿马奥尼资产管理公司, Spear Holdings RSC 有限公司, 患者资本管理有限责任公司, MRFOX - 马什菲尔德集中机会基金, 沃尔夫希尔资本管理有限合伙人, LMORX-患者机会信托 R 类, 亚克曼资产管理公司, Glenmede投资管理有限公司, 和 YACKX - AMG Yacktman 基金 I 类 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 5,154 | 0.45 | 1,608 | -40.16 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 1,859 | 27.07 | 580 | -24.28 | ||||
2025-03-11 | 13F | Anchor Pointe 财富管理有限责任公司 | 440 | 223 | ||||||
2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,289 | 3,247.95 | 13,505 | 1,964.83 | ||||
2025-08-14 | 13F | 弗里施金融集团公司 | 4,284 | 3.85 | 1 | -50.00 | ||||
2025-08-18 | 13F/A | KP管理有限公司 | 9,200 | 84.00 | 2,870 | 9.63 | ||||
2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 2,260 | 30.11 | 705 | -22.55 | ||||
2025-08-18 | 13F/A | KP管理有限公司 | Call | 11,500 | 283.33 | 3,588 | 128.33 | |||
2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 83 | 2.47 | 26 | -40.48 | ||||
2025-07-08 | 13F | 波斯顾问有限责任公司 | 1,887 | 60.19 | 589 | -4.55 | ||||
2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 15,266 | 12.86 | 4,763 | -32.78 | ||||
2025-07-15 | 13F | 麦克亚当有限责任公司 | 1,135 | 12.71 | 354 | -32.83 | ||||
2025-07-28 | 13F | 汉密尔顿点投资顾问有限公司 | 1,671 | 4.18 | 521 | -37.90 | ||||
2025-08-12 | 13F | 马克西投资CY有限公司 | 10,200 | 3 | ||||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 10,878 | 85.03 | 3,394 | 10.23 | ||||
2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 323,721 | 8.00 | 97,735 | -31.35 | ||||
2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 3,011 | 52.15 | 939 | -9.36 | ||||
2025-07-14 | 13F | 边境到海岸养老金合伙有限公司 | 181,552 | 28.18 | 57 | -24.32 | ||||
2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 2,254 | 0.09 | 1,181 | 3.60 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 60,346 | 6.15 | 18,219 | -32.53 | ||||
2025-08-14 | 13F | Ariadne财富管理有限公司 | 888 | 10.86 | 241 | -20.72 | ||||
2025-04-23 | 13F | 萨巴尔信托公司 | 62,252 | 0.53 | 32,604 | 4.08 | ||||
2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 1,636 | 27.02 | 494 | -19.31 | ||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 5,733 | 44.92 | 1,789 | -13.66 | ||||
2025-07-23 | 13F | 湖滨资本集团有限公司 | 2,272 | 75.44 | 709 | 4.42 | ||||
2025-07-30 | 13F | 圣约翰投资管理有限公司 | 3,592 | 38.10 | 1,121 | -17.77 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 188,576 | 38.26 | 59 | -18.31 | ||||
2025-08-14 | 13F | USS投资管理有限公司 | 450,294 | 0.19 | 140,408 | -40.35 | ||||
2025-07-31 | 13F | PKO投资管理股份公司 | 26,880 | 93.53 | 8,386 | 15.27 | ||||
2025-07-14 | 13F | 农民信托公司 | 2,129 | 42.41 | 664 | -15.20 | ||||
2025-07-15 | 13F | 肯普纳资本管理公司 | 14,925 | 239.98 | 4,656 | 232,700.00 | ||||
2025-08-26 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 2,009 | 403.51 | 627 | 200.96 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 162 | 14.08 | 49 | -28.36 | ||||
2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 3,561 | 4.52 | 1,111 | -37.78 | ||||
2025-08-26 | NP | SOPAX - ClearBridge 股息策略基金 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 | 347,932 | 48.48 | 108,544 | -11.56 | ||||
2025-08-13 | 13F | 法国外贸银行 | 1,507,698 | 396.60 | 470,357 | 194.81 | ||||
2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 12,115 | 39.25 | 3,780 | -17.05 | ||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 11,668 | 7.82 | 3,640 | -35.79 | ||||
2025-08-11 | 13F | GKV资本管理有限公司 | 5,150 | 25.30 | 1,607 | -25.37 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 199,777 | 0.32 | 60,315 | -36.23 | ||||
2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 679 | 12.23 | 212 | -33.23 | ||||
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 | 19,504 | 8.97 | 5,888 | -30.73 | ||||
2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 2,333 | 1,180 | ||||||
2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 3,204 | 6.84 | 967 | -32.09 | ||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 8,422 | 0.19 | 2,543 | -36.32 | ||||
2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 7,555 | 2,357 | ||||||
2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 1,501 | 85.08 | 468 | 10.38 | ||||
2025-08-08 | 13F | 施瓦茨·戴戈斯·惠勒投资顾问有限公司 | 13,299 | 12.63 | 4,149 | -32.91 | ||||
2025-07-17 | 13F | RH 投资集团有限责任公司 | 7,149 | 0.42 | 2,230 | -40.18 | ||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 318,226 | 4.53 | 99,145 | -37.69 | ||||
2025-08-13 | 13F | 贝尔资产管理有限公司 | 27,982 | 7.82 | 8,730 | -35.78 | ||||
2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 1,639 | 511 | ||||||
2025-08-14 | 13F | 双山资本有限责任公司 | 874 | 273 | ||||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 46,913 | 14.86 | 14,164 | -26.99 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 7,542 | 11.30 | 2,353 | -33.71 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 2,095 | 13.92 | 654 | -32.19 | ||||
2025-07-23 | NP | Lmp 资本与收入基金公司 | 8,654 | 174.38 | 2,613 | 74.37 | ||||
2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 1,839 | 326.68 | 574 | 154.67 | ||||
2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 4,399 | 34.73 | 1,372 | -19.77 | ||||
2025-08-12 | 13F | 米勒金融服务有限公司 | 1,178 | 367 | ||||||
2025-07-23 | 13F | RMG财富管理有限责任公司 | 38 | 11 | ||||||
2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 7,292 | 0.50 | 2,275 | -40.16 | ||||
2025-08-14 | 13F | 高盛集团公司 | Put | 317,400 | 2,439.20 | 99,019 | 1,412.66 | |||
2025-08-14 | 13F | 专题财富顾问有限公司 | 988 | 2.17 | 308 | -39.13 | ||||
2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 103,305 | 8.94 | 32,228 | -35.15 | ||||
2025-05-29 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 30,750 | 52.99 | 16,105 | 58.40 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 4,184 | 48.00 | 1,305 | -11.82 | ||||
2025-08-11 | 13F | 科维斯特有限公司 | 693 | 24.64 | 0 | |||||
2025-08-14 | 13F | 高盛集团公司 | 6,997,689 | 19.96 | 2,183,069 | -28.55 | ||||
2025-08-14 | 13F | 高盛集团公司 | Call | 402,300 | 326.62 | 125,506 | 154.12 | |||
2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 2,732 | 26.89 | 852 | -24.40 | ||||
2025-08-06 | 13F | 华盛顿信托银行 | 31,569 | 1.86 | 9,849 | -39.33 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 41,639 | 33.73 | 12,991 | -20.18 | ||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 80 | 33 | ||||||
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 | 951 | 17.99 | 391 | -10.53 | ||||
2025-08-13 | 13F | 财务与税务建筑师有限责任公司 | 883 | 1.61 | 275 | -39.56 | ||||
2025-08-07 | 13F/A | 利斯惠勒投资顾问有限公司 | 47,284 | 14,751 | ||||||
2025-07-29 | NP | 古根海姆战略机会基金 | 33 | 3.12 | 10 | -40.00 | ||||
2025-05-30 | NP | SMSAX - SIMT 多策略另类基金 F 类 | Short | -1,035 | -542 | |||||
2025-08-12 | 13F | 巴尔盖纳公司 | 680,777 | 145.73 | 212,382 | 46.37 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 29,027 | 9,056 | ||||||
2025-07-30 | 13F | 艾伦·B·兰兹联合公司 | 1,305 | 407 | ||||||
2025-07-16 | 13F | 十二点财富管理有限责任公司 | 2,963 | 51.33 | 924 | -9.85 | ||||
2025-07-22 | 13F | 马克斯集团财富管理公司 | 19,660 | 2.74 | 6,133 | -38.80 | ||||
2025-08-14 | 13F | 维斯塔投资管理公司 | 5,224 | 28.80 | 1,630 | -23.31 | ||||
2025-08-14 | 13F | 港口资本有限责任公司 | 85,129 | 18.02 | 26,558 | -29.70 | ||||
2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 3,306 | 8.36 | 1,031 | -35.44 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 424 | 5.21 | 132 | -37.44 | ||||
2025-08-01 | NP | TCBAX - Covered Bridge 基金 A 类股票 | 2,100 | 200.00 | 655 | 78.96 | ||||
2025-07-29 | 13F | Eos管理有限合伙人 | 4,843 | 1,511 | ||||||
2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 9,443 | 52.68 | 3,885 | 15.80 | ||||
2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 164,633 | 23.85 | 51,361 | -26.23 | ||||
2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 39,567 | 10.73 | 11,946 | -29.62 | ||||
2025-07-09 | 13F | 诚实资本有限责任公司 | 1,085 | 1.78 | 338 | -39.43 | ||||
2025-08-14 | 13F | 英国纳亚资本管理有限公司 | 609,376 | 190,107 | ||||||
2025-08-11 | 13F | 顶峰财富合作伙伴有限责任公司 | 1,528 | 2.55 | 477 | -38.97 | ||||
2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 407 | 22.22 | 127 | -27.59 | ||||
2025-08-15 | 13F | 龙骨点有限责任公司 | 6,865 | 11.81 | 2,142 | -33.41 | ||||
2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 3,891 | 1,601 | ||||||
2025-08-08 | 13F | 史蒂芬森公司 | 678 | 5.77 | 211 | -37.01 | ||||
2025-08-01 | 13F | 战略金融服务公司, | 5,580 | 2.20 | 1,741 | -39.14 | ||||
2025-08-04 | 13F | 三角帆信托基金 | 21,176 | 48.05 | 6,606 | -11.81 | ||||
2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 827 | 40.65 | 258 | -16.29 | ||||
2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 58,532 | 21.08 | 24,082 | -8.17 | ||||
2025-08-14 | 13F | LRT 资本管理有限责任公司 | 10,973 | 90.90 | 3,423 | 13.72 | ||||
2025-07-29 | NP | VGWAX - 先锋全球惠灵顿基金海军上将股票 | 63,596 | 10.50 | 19,200 | -29.76 | ||||
2025-08-26 | NP | TSWEX - TSW 大盘价值基金顾问股票 | 1,200 | 374 | ||||||
2025-08-14 | 13F | 工程师 门经理 LP | 26,305 | 5.99 | 8,206 | -36.87 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 100,140 | 2.60 | 31,241 | -38.89 | ||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 4,702 | 3.71 | 1,467 | -38.25 | ||||
2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 361 | 22.37 | 113 | -27.27 | ||||
2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 14,176 | 115.64 | 4,280 | 6.68 | ||||
2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 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 | 8,192 | 7.69 | 2,556 | -35.87 | ||||
2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 1,065 | 33.63 | 332 | -20.38 | ||||
2025-06-25 | NP | EGOAX - 富国银行大盘核心基金 A 类 | 12,830 | 0.83 | 5,279 | -23.54 | ||||
2025-07-29 | 13F | 赫斯律师事务所 | 1,000 | 566.67 | 312 | 298.72 | ||||
2025-07-16 | 13F | 顾问管理集团公司 /adv | 1,018 | 0 | ||||||
2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 1,130 | 353 | ||||||
2025-08-08 | 13F | 戴维斯精选顾问 | 1,132,885 | 2,234.93 | 353,426 | 1,290.84 | ||||
2025-08-14 | 13F | 货币概念资本公司 | 7,780 | 49.62 | 2,427 | -10.87 | ||||
2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 5,175 | 370.45 | 1,614 | 180.21 | ||||
2025-08-08 | 13F | 凯普斯通财务顾问公司 | 704 | 1.00 | 220 | -40.00 | ||||
2025-07-10 | 13F | 三角证券财富管理 | 5,722 | 16.94 | 1,785 | -30.33 | ||||
2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 10,380 | 1.15 | 3,238 | -39.75 | ||||
2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 103,498 | 277.11 | 32,288 | 124.63 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 13 | 18.18 | 4 | -20.00 | ||||
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 - 股息机会基金 3 级 | 20,300 | 6,333 | ||||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 4,183 | 2.55 | 1,305 | -38.95 | ||||
2025-08-06 | 13F | 遗产桥有限责任公司 | 7 | 2 | ||||||
2025-07-18 | 13F | 埃瓦有限责任公司 | 1,045 | 8.40 | 326 | -35.52 | ||||
2025-07-14 | 13F | 矩阵信托公司 | 5,937 | 60.85 | 2 | 0.00 | ||||
2025-08-11 | 13F | 王国金融集团有限责任公司。 | 2,444 | 456.72 | 762 | 231.30 | ||||
2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 199 | 6.99 | 62 | -36.08 | ||||
2025-04-25 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 246 | 51.85 | 117 | 18.37 | ||||
2025-08-12 | 13F | MAI资本管理 | Call | 281 | 169.23 | |||||
2025-08-07 | 13F | Guardcap资产管理有限公司 | 1,080,299 | 37.52 | 337,021 | -18.09 | ||||
2025-08-12 | 13F | MAI资本管理 | 224,275 | 20.09 | 69,967 | -28.47 | ||||
2025-08-20 | NP | MUNDX - Mundoval 基金 | 800 | 14.29 | 250 | -31.97 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 125,200 | 206.11 | 39,059 | 82.34 | |||
2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 733 | 229 | ||||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 375,500 | 643.56 | 117,145 | 342.91 | |||
2025-07-25 | 13F | 杰纳西资本顾问有限公司 | 1,086 | 0.74 | 339 | -40.07 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | 18,784 | 939,100.00 | 5,860 | |||||
2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 110 | 34 | ||||||
2025-06-26 | NP | FBCV - 富达蓝筹价值 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 | 6,412 | 3.27 | 2,638 | -21.67 | ||||
2025-07-11 | 13F | 维京基金管理有限公司 | 6,000 | 50.00 | 1,872 | -10.69 | ||||
2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 646,137 | 2.25 | 201,575 | -39.09 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 532,600 | 23.66 | 166,155 | -26.34 | |||
2025-08-05 | 13F | 韦克德有限责任公司 | 1,675 | 40.87 | 523 | |||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 514,700 | 32.31 | 160,571 | -21.19 | |||
2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 50,378 | 36.45 | 16 | -21.05 | ||||
2025-08-14 | 13F | 对称投资有限公司 | Put | 20,000 | 6,239 | |||||
2025-08-14 | 13F | 对称投资有限公司 | 6,947 | 10.01 | 2,167 | -34.47 | ||||
2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 964 | 2.44 | 301 | -39.02 | ||||
2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 5,127 | 8.32 | 1,599 | -35.47 | ||||
2025-07-10 | 13F | 人民银行/堪萨斯州 | 1,889 | 12.64 | 589 | -32.92 | ||||
2025-08-13 | 13F | 蒸馏资本合作伙伴有限责任公司 | 143,717 | 9.14 | 44,835 | -34.99 | ||||
2025-06-26 | NP | FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,796 | 9.09 | 4,442 | -17.27 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 109 | 34 | ||||||
2025-06-26 | NP | AAUTX - Thrivent 大盘价值基金 A 类 | 112,664 | 16.53 | 46,354 | -11.62 | ||||
2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 6,611 | 49.54 | 2,063 | -10.93 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 1,281,971 | 8.90 | 398,456 | -35.41 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 366,400 | 63.50 | 114,306 | -2.61 | |||
2025-08-08 | 13F | 兰莫尔基金管理有限公司 | 44,000 | 13,727 | ||||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | 521,837 | 333.03 | 162,797 | 157.93 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 268,800 | 54.93 | 83,858 | -7.72 | |||
2025-08-19 | 13F | 坎贝尔资本管理公司 | 9,300 | 2,901 | ||||||
2025-07-22 | 13F | AMF Pensionsforsakring AB | 309,549 | 30.08 | 96,629 | -22.49 | ||||
2025-08-15 | 13F | 美国财富集团有限责任公司 | 4,398 | 11.94 | 1,372 | -33.30 | ||||
2025-07-18 | 13F | Victrix 投资顾问公司 | 7,548 | 35.39 | 2,355 | -16.50 | ||||
2025-07-25 | NP | INUTX - 哥伦比亚股息机会基金 A 类 | 47,600 | 14,371 | ||||||
2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 4,570 | 3.65 | 1,426 | -28.79 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 57 | 17 | ||||||
2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 645 | 41.45 | 201 | -15.55 | ||||
2025-08-13 | 13F | CMT 资本市场交易有限公司 | 1,089 | 0 | ||||||
2025-08-13 | 13F | PACK 私人财富有限责任公司 | 9,569 | 47.62 | 2,985 | -12.05 | ||||
2025-08-28 | NP | Tekla 医疗保健投资者 | 81,724 | 62.30 | 25,495 | -3.33 | ||||
2025-07-21 | 13F | 马特恩资本管理有限公司 | 20,054 | 4.54 | 6,256 | -37.73 | ||||
2025-08-06 | 13F | 本斯勒有限责任公司 | 16,813 | 142.09 | 5,245 | 44.21 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 184 | 60.00 | 57 | -5.00 | ||||
2025-07-29 | 13F | S-Bank基金管理有限公司 | 10,144 | 35.25 | 3,165 | -19.45 | ||||
2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 3,001 | 4.38 | 936 | -37.81 | ||||
2025-08-11 | 13F | 基金会财富管理有限责任公司 | 1,797 | 1.81 | 561 | -39.39 | ||||
2025-05-29 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿战略多资产投资组合 1 级 | 3,946 | 9.64 | 2,067 | 13.52 | ||||
2025-08-12 | 13F | 遗产信托公司 | 27,116 | 0.88 | 8,459 | -39.91 | ||||
2025-07-15 | 13F | 杰普森财富管理有限公司 | 1,091 | 7.70 | 340 | -35.85 | ||||
2025-08-11 | 13F | LSV资产管理 | 3,560 | 0.91 | 1 | 0.00 | ||||
2025-08-06 | 13F | 亚克曼资产管理公司 | 129,000 | 40,244 | ||||||
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 | 321,974 | 17.91 | 100,446 | -29.77 | ||||
2025-07-16 | 13F | 西科资本有限责任公司 | 13,134 | 12.36 | 4,097 | -33.07 | ||||
2025-08-06 | 13F | 马可投资管理有限公司 | 55,654 | 50.76 | 17,362 | -10.20 | ||||
2025-07-01 | 13F | Legacy Wealth Management,有限责任公司/MS | 14,939 | 77.34 | 4,661 | 5.62 | ||||
2025-08-14 | 13F | 奥博顾问有限公司 | Call | 50,000 | 15,598 | |||||
2025-08-14 | 13F | 奥博顾问有限公司 | 336,300 | 67.15 | 104,916 | -0.44 | ||||
2025-06-24 | NP | FCGPX - MainStay PineStone 全球股票基金 P 级 | 2,833 | 100.50 | 1,166 | 52.09 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 50,223 | 6.15 | 15,668 | -36.77 | ||||
2025-07-23 | 13F | 资产管理中心有限责任公司 | 609 | 2.70 | 309 | -0.32 | ||||
2025-08-28 | NP | Tekla 医疗保健机会基金 | 195,668 | 11.84 | 61,043 | -33.38 | ||||
2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 62,707 | 56.02 | 25,800 | 18.33 | ||||
2025-08-12 | 13F | 支点资产管理有限公司 | 5,824 | 1,817 | -43.46 | |||||
2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 4,915 | 0.51 | 1,533 | -40.14 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 527 | 3,193.75 | 217 | 2,600.00 | ||||
2025-07-24 | 13F | 林登沃尔德顾问公司 | 8,691 | 2.84 | 2,711 | -38.75 | ||||
2025-08-04 | 13F | GAM控股公司 | 31,176 | 0.38 | 9,726 | -40.22 | ||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 14,060 | 8.22 | 4,245 | -31.22 | ||||
2025-08-05 | 13F | 再顾问公司 | 192,300 | 76.75 | 59,992 | 5.28 | ||||
2025-08-14 | 13F | PZU SA 投资基金公司 | 5,959 | 3.42 | 1,859 | -38.38 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | 1,670 | 521 | ||||||
2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 156 | 6.85 | 49 | -36.84 | ||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 17,600 | 5,491 | |||||
2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 13,700 | 4,274 | |||||
2025-08-26 | NP | FT Vest 总回报收益基金:B1 系列 | 4,164 | 1,299 | ||||||
2025-08-12 | 13F | 声音观察资本有限责任公司 | 336,674 | 19,496.86 | 3,122 | 247.16 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 63,174 | 0.46 | 19,708 | -40.16 | ||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 2,117 | 871 | ||||||
2025-08-14 | 13F | 曼氏集团 | Call | 112,000 | 83.91 | 34,941 | 9.54 | |||
2025-08-15 | 13F | 奥西尔资产管理公司 | 64,552 | 1.03 | 20,138 | -39.82 | ||||
2025-08-14 | 13F | 曼氏集团 | Put | 120,800 | 99.67 | 37,686 | 18.93 | |||
2025-07-29 | 13F | TrueMark 投资有限责任公司 | 29,515 | 127.95 | 9,208 | 35.78 | ||||
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 | 22,404 | 16.81 | 6,764 | -25.75 | ||||
2025-07-25 | 13F | 资产规划有限公司 | 1,900 | 3.32 | 593 | -38.46 | ||||
2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 2,401 | 8.69 | 988 | -17.61 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 34,625 | 0.72 | 10,802 | -40.01 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 40,955 | 685.63 | 12,660 | 370.59 | ||||
2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 333,627 | 23.48 | 137,267 | -6.35 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 28,802 | 2.09 | 8,696 | -35.11 | ||||
2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 4,156 | 1,297 | ||||||
2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 29,136 | 22.17 | 8,796 | -22.34 | ||||
2025-07-10 | 13F | 值得资产管理有限责任公司 | 1,229 | 92.63 | 383 | 14.67 | ||||
2025-08-27 | NP | WASAX - 常春藤资产策略基金A类 | 22,808 | 9.49 | 7,115 | -34.78 | ||||
2025-08-13 | 13F | Nearwater资本市场有限公司 | 114,000 | 107.27 | 35,565 | 23.46 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 222,481 | 5.71 | 69,407 | -37.03 | ||||
2025-08-15 | 13F | Semmax 财务顾问公司 | 3,192 | 13.68 | 801 | -25.09 | ||||
2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 770,881 | 25.15 | 240,492 | -25.46 | ||||
2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 875 | 1.39 | 360 | -23.08 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 9 | 3 | ||||||
2025-08-11 | 13F | Semanteon 资本管理公司 | 2,607 | 29.06 | 813 | -23.08 | ||||
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 | 527,549 | 0.45 | 159,272 | -36.15 | ||||
2025-06-18 | NP | NWFAX - 全国基金A类 | 45,955 | 10.28 | 18,908 | -16.36 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 平衡投资组合初始类别 | 15,781 | 5.77 | 4,923 | -37.00 | ||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-07-29 | NP | FIKDX - Kempner Multi-Cap Deep Value Fund 机构类别 | 6,835 | 241.75 | 2,064 | 117.39 | ||||
2025-08-07 | 13F | 财务演讲公司 | 4 | 1 | ||||||
2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 6,694 | 161.48 | 2 | 100.00 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 1,927,300 | 357.46 | 595,748 | 174.02 | |||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 1,151,000 | 245.75 | 355,786 | 107.11 | |||
2025-05-27 | NP | GVIZX - 价值股票指数基金投资者 | 6,742 | 4.69 | 3,531 | 8.41 | ||||
2025-07-23 | 13F | 聚焦投资者有限责任公司 | 504,000 | 21.77 | 157,233 | -27.47 | ||||
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 | 3,879 | 21.37 | 1,210 | -27.67 | ||||
2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 92,959 | 0.81 | 29,000 | -39.95 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 43 | 38.71 | 13 | -23.53 | ||||
2025-03-31 | NP | 伊顿万斯税务管理多元化股权收益基金 | 68,369 | 4.31 | 37,089 | 0.24 | ||||
2025-07-24 | 13F | 祖洛投资集团有限公司 | 3,984 | 18.43 | 1,243 | -29.42 | ||||
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 | 2,038,981 | 0.70 | 838,918 | -23.63 | ||||
2025-08-14 | 13F | 富国银行/百万 | Put | 26,200 | 13,000.00 | 8,174 | 7,758.65 | |||
2025-08-08 | 13F | 托巴姆 | 16,906 | 527.31 | 5 | 400.00 | ||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 258 | 578.95 | 106 | 404.76 | ||||
2025-08-14 | 13F | 富国银行/百万 | Call | 113,000 | 35,253 | |||||
2025-07-18 | 13F | 联合银行 | 1,028 | 109.80 | 321 | 25.00 | ||||
2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 3,800 | 1,185 | ||||||
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 | 227,322 | 1.49 | 93,529 | -23.03 | ||||
2025-07-31 | 13F | 沃恩大卫投资公司/il | 145,198 | 4.27 | 45 | -37.50 | ||||
2025-08-15 | 13F/A | 外显子资产管理有限公司 | Call | 1,400 | 437 | |||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 股票收益基金 (A) | 80,293 | 20.59 | 25,049 | -28.17 | ||||
2025-07-30 | 13F | 战略蓝图有限责任公司 | 4,681 | 18.93 | 1,460 | -29.16 | ||||
2025-08-06 | 13F | 福克斯运行管理有限公司 | 1,339 | 418 | ||||||
2025-08-11 | 13F | Actinver 财富管理公司 | 718 | 224 | ||||||
2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 2,248 | 679 | ||||||
2025-08-12 | 13F | Mmbg 投资顾问公司 | 15,098 | 47.79 | 4,710 | -11.96 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 12,414 | 1.87 | 3,873 | -39.33 | ||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 58,146 | 18.23 | 18,141 | -29.59 | ||||
2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 511,155 | 10.39 | 154,323 | -29.83 | ||||
2025-06-30 | NP | RGEF——洛克菲勒全球股票ETF | 21,066 | 4.38 | 8,667 | -20.83 | ||||
2025-08-12 | 13F | Intellus 顾问有限公司 | 1,673 | 9.49 | 522 | -34.87 | ||||
2025-08-14 | 13F | 骑士桥资产管理有限公司 | 778 | 29.45 | 243 | -22.93 | ||||
2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 3,083 | 0.19 | 962 | -40.36 | ||||
2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,504 | 40.82 | 454 | -10.45 | ||||
2025-08-29 | NP | YACKX - AMG Yacktman 基金 I 类 | 120,000 | 37,436 | ||||||
2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 154 | 48 | ||||||
2025-08-08 | 13F | 策略财富顾问有限责任公司 | 1,126 | 11.93 | 351 | -33.27 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 27,375 | 79.28 | 8,540 | 6.79 | ||||
2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 46,739 | 7.65 | 14,111 | -31.58 | ||||
2025-08-14 | 13F | 赛恩资产管理有限公司 | Call | 350,000 | 109,190 | |||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 4,557 | 227,750.00 | 1,422 | 142,000.00 | ||||
2025-05-27 | NP | TOPT - iShares 前 20 名美国股票 ETF | 9,093 | 52.24 | 4,762 | 57.63 | ||||
2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 1,025 | 71.40 | 320 | 1.92 | ||||
2025-08-14 | 13F | 赛恩资产管理有限公司 | 20,000 | 6,239 | ||||||
2025-07-17 | 13F | 城市控股公司 | 15,863 | 24.17 | 4,948 | -26.04 | ||||
2025-07-23 | 13F | 哈维投资有限公司 | 5,226 | 7.84 | 2 | -50.00 | ||||
2025-04-10 | 13F | 布雷默银行全国协会 | 2,430 | 11.47 | 1,273 | 15.43 | ||||
2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,377 | 55.07 | 416 | -1.43 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | Call | 700 | 10 | |||||
2025-08-26 | NP | TMED - T. Rowe Price 医疗保健 ETF | 2,270 | 708 | ||||||
2025-07-10 | 13F | 三季财富有限责任公司 | 2,358 | 1.03 | 736 | -39.85 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 65,200 | 20,340 | |||||
2025-08-01 | 13F | 方面财富公司 | 1,123 | 17.84 | 280 | -27.27 | ||||
2025-06-26 | NP | UVALX - 价值基金份额 | 28,721 | 7.21 | 11,817 | -18.70 | ||||
2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 1,733 | 3.03 | 526 | -45.94 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | Put | 500 | 156 | |||||
2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 1,100 | 175.00 | 343 | 64.11 | |||
2025-06-30 | NP | AIM 股票基金(INVESCO 股票基金)- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 53,964 | 9.52 | 22,203 | -16.94 | ||||
2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 809 | 0.12 | 245 | -49.38 | ||||
2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -125,947 | 1,187.54 | -39,292 | 666.95 | |||
2025-08-18 | 13F | 新咨询服务有限责任公司 | 1,398 | 168.85 | 436 | 60.29 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Put | 144,900 | 1.05 | 45,204 | -39.81 | |||
2025-08-04 | 13F | 精明顾问公司 | 7,212 | 44.50 | 2,250 | -13.93 | ||||
2025-08-18 | 13F/A | 野村控股公司 | 393,096 | 99.37 | 122,634 | 18.75 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Call | 104,100 | 35.37 | 32,476 | -19.37 | |||
2025-07-03 | 13F | 南方信托公司 | 2,489 | 3.15 | 776 | -38.56 | ||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 46,539 | 1.99 | 14,519 | -39.25 | ||||
2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 70 | 233.33 | 29 | 154.55 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 11,761 | 3.71 | 3,669 | -38.22 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | Call | 200 | 62 | |||||
2025-08-11 | 13F | 湖街金融有限公司 | 17,215 | 238.61 | 5,371 | 101.73 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 179,913 | 2.64 | 56,127 | -38.86 | ||||
2025-08-14 | 13F | SummitTX Capital,LP | 789 | 246 | ||||||
2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国增长基金 3 级 | 121 | 8.04 | 38 | -36.21 | ||||
2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 1,111 | 0.54 | 582 | 4.12 | ||||
2025-08-15 | NP | LCAP——本金增值精选ETF | 324 | 54.29 | 101 | -7.34 | ||||
2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 13,542 | 746.90 | 4,225 | 352.25 | ||||
2025-08-14 | 13F | 猫头鹰溪资产管理有限合伙人 | Call | 249,800 | 135.66 | 77,930 | 40.37 | |||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 193 | 19.88 | 60 | -28.57 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 9,315 | 6.08 | 2,906 | -36.80 | ||||
2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 1,517 | 14.84 | 473 | -31.55 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 104,099 | 9.03 | 32,476 | -35.06 | ||||
2025-06-25 | NP | SHAPX - ClearBridge 增值基金 A 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 241,653 | 18.86 | 99,426 | -9.86 | ||||
2025-08-13 | 13F | 计划集团金融有限责任公司 | 895 | 279 | ||||||
2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 470,859 | 4.37 | 146,894 | -37.83 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | Call | 1,400 | 437 | |||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,681 | 21.65 | 1,460 | -27.54 | ||||
2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 4,246 | 45.31 | 1,325 | -13.46 | ||||
2025-08-07 | 13F | 帕卢斯资本管理公司 | 13,679 | 4,892.34 | 4,267 | 2,883.92 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 350 | 42.28 | 0 | |||||
2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 18,532 | 5,595 | ||||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 49,555 | 806.77 | 12,962 | 479.70 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 55,949 | 306.78 | 17,454 | 142.32 | ||||
2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 1,919 | 599 | ||||||
2025-08-06 | 13F | 泰美洛投资管理公司 | 3,000 | 936 | ||||||
2025-08-11 | 13F | 霍普伍德金融服务公司 | 653 | 4.98 | 204 | -37.54 | ||||
2025-07-29 | NP | MRFOX - 马什菲尔德集中机会基金 | 165,353 | 49,922 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 2,701 | 24.30 | 1,111 | -5.69 | ||||
2025-08-14 | 13F | 河口资本管理有限公司 | 115,016 | 20.69 | 35,882 | -28.11 | ||||
2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 100 | 31 | ||||||
2025-05-29 | NP | MSFAX - 全球特许经营组合 I 级 | 169,478 | 7.49 | 88,764 | 11.29 | ||||
2025-08-05 | 13F | EPG财富管理有限责任公司 | 2,390 | 12.15 | 746 | -33.24 | ||||
2025-07-15 | 13F | 阿米斯顾问有限公司 | 4,656 | 41.26 | 1,416 | -1.19 | ||||
2025-07-21 | 13F | Credential证券公司 | 41,616 | 9.68 | 10,213 | 22.47 | ||||
2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 3,071 | 8.02 | 958 | -35.66 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 141 | 58 | ||||||
2025-07-31 | 13F | 基点资本管理公司,ULC | 3,966 | 1,237 | ||||||
2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 1,264 | 520 | ||||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 19,431 | 26.59 | 6,062 | -24.61 | ||||
2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 7,505 | 14.13 | 2 | -33.33 | ||||
2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 4,525 | 0.47 | 1,412 | -40.16 | ||||
2025-08-14 | 13F | 孤松资本有限公司 | 1,693,347 | 528,273 | ||||||
2025-08-26 | NP | AFNAX - AAM/Bahl & Gaynor 收入增长基金 A 类 | 102,140 | 31,865 | ||||||
2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 5,312 | 42.45 | 1,657 | -15.11 | ||||
2025-06-26 | NP | TLARX - Transamerica 大核心 R | 300 | 233.33 | 123 | 156.25 | ||||
2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 13,414 | 399.78 | 4,185 | 197.79 | ||||
2025-05-21 | NP | MBOVX - M 大盘价值基金 | 14,500 | 190.00 | 7,594 | 200.28 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 124,876 | 0.61 | 38,958 | -40.07 | ||||
2025-07-22 | 13F | 沿海投资顾问公司 | 1,476 | 29.36 | 461 | -22.95 | ||||
2025-07-31 | 13F | 彼得森财富服务 | 4,418 | 2.01 | 1,378 | -39.24 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 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 | 4,048 | 2,148.89 | 1,666 | 1,709.78 | ||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 14,337 | 9.74 | 4,473 | -34.64 | ||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | Call | 1,000 | 312 | |||||
2025-08-04 | 13F | 4wealth 顾问公司 | 994 | 54.35 | 310 | -8.01 | ||||
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 | 924,584 | 2.97 | 279,141 | -34.55 | ||||
2025-06-26 | NP | LDFVX - Lord Abbett 基本股票基金 A 类 | 93,119 | 42.58 | 38,313 | 8.14 | ||||
2025-07-22 | 13F | 人民银行 | 3,888 | 153.95 | 1 | |||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 3,074 | 959 | ||||||
2025-08-01 | 13F | 孟德尔资金管理 | 5,105 | 58.34 | 1,593 | -5.69 | ||||
2025-08-12 | 13F | 改变路径有限责任公司 | 12,741 | 2.12 | 3,975 | -39.18 | ||||
2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,091 | 1.11 | 329 | -35.74 | ||||
2025-08-01 | 13F | 达美投资管理有限责任公司 | 27,002 | 298.14 | 8,424 | 137.20 | ||||
2025-08-11 | 13F | 奥德投资管理有限公司 | 1,020 | 318 | ||||||
2025-07-16 | 13F | 新洞察财富顾问 | 814 | 254 | ||||||
2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 584 | 30.36 | 176 | -16.98 | ||||
2025-07-15 | 13F | 退休人员方程式有限责任公司 | 9,511 | 72.52 | 2,967 | 2.77 | ||||
2025-08-26 | NP | WCMGX - First Trust WCM 专注全球增长基金机构类 | 35,352 | 7.84 | 11,029 | -35.77 | ||||
2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 217 | 16.67 | 89 | -2.20 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 23,427 | 5.02 | 9,639 | -20.35 | ||||
2025-08-08 | 13F | 艾伯塔省投资管理公司 | 73,400 | 58.57 | 22,899 | -5.55 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 198 | 62 | ||||||
2025-07-29 | 13F | 财务协同财富顾问公司 | 5,262 | 1,641 | ||||||
2025-08-15 | 13F | FSB Premier 财富管理公司 | 1,945 | 0.52 | 607 | -40.18 | ||||
2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 5,059 | 45.92 | 1,578 | -13.06 | ||||
2025-08-13 | 13F | 福伊斯顿、戈登和佩恩公司 | 48,702 | 9.78 | 15,194 | -34.61 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 22,542 | 1.35 | 11,807 | 4.94 | ||||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 38,989 | 18.70 | 12,164 | -29.30 | ||||
2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 2,672 | 7.87 | 834 | -35.77 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 65,296 | 36.98 | 20,370 | -18.41 | ||||
2025-08-08 | 13F | Opinicus 资本公司 | 3,260 | 39.32 | 1,017 | -16.98 | ||||
2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 15,641 | 10.30 | 4,880 | -34.30 | ||||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 8,855 | 3.49 | 2,763 | -38.36 | ||||
2025-08-14 | 13F | 勇敢的战士顾问有限责任公司 | 1,499 | 200.40 | 468 | 78.93 | ||||
2025-08-12 | 13F | 综合财务管理有限责任公司 | 3,074 | 959 | ||||||
2025-08-01 | 13F | SYM金融公司 | 3,315 | 4.97 | 1,034 | -37.48 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 81,753 | 22.72 | 25,504 | -26.90 | ||||
2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 3,016 | 21.81 | 941 | -27.39 | ||||
2025-06-27 | NP | DJD - 景顺道琼斯工业平均股息 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 | 22,048 | 60.71 | 9,071 | 21.89 | ||||
2025-08-13 | 13F | 玛亚财富有限责任公司 | 7,114 | 81.11 | 2,219 | -3.77 | ||||
2025-08-12 | 13F | 威斯康星财富顾问有限责任公司 | 1,726 | 123.29 | 538 | 33.17 | ||||
2025-07-11 | 13F | 贝尔银行 | 3,754 | 20.59 | 1,171 | -28.16 | ||||
2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 1,303 | 8.67 | 406 | -35.25 | ||||
2025-07-15 | 13F | 财富效应有限公司 | 4,688 | 14.43 | 1,463 | -31.84 | ||||
2025-07-21 | 13F | 部门财富管理有限责任公司 | 33,418 | 5.06 | 10,425 | -37.42 | ||||
2025-07-23 | 13F | Veritas 投资伙伴(英国)有限公司 | 644,636 | 13.11 | 201,042 | -32.65 | ||||
2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 383 | 9.12 | 119 | -34.97 | ||||
2025-08-14 | 13F | 德肖公司 | Put | 232,100 | 68.43 | 72,408 | 0.33 | |||
2025-08-28 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 678 | 209.59 | 212 | 85.09 | ||||
2025-05-30 | NP | MBOX - 自由日股息 ETF | 5,182 | 6.36 | 2,714 | 10.15 | ||||
2025-08-14 | 13F | 德肖公司 | Call | 274,100 | 85,511 | |||||
2025-08-14 | 13F | 石英合伙人有限公司 | 1,042 | 135.75 | 325 | 40.69 | ||||
2025-08-07 | 13F | 佩登和里格尔 | 34,600 | 51.89 | 11 | -9.09 | ||||
2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 17,332 | 71.32 | 7,131 | 29.94 | ||||
2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 1,789,779 | 2.29 | 736,387 | -22.42 | ||||
2025-08-11 | 13F | 鲍德温投资管理有限公司 | 3,789 | 46.35 | 1,182 | -12.77 | ||||
2025-08-12 | 13F | 维维集团有限公司 | 755 | 2.17 | 236 | -39.12 | ||||
2025-08-13 | 13F | 可可企业有限责任公司 | 1,739 | 543 | ||||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 99,962 | 41,128 | ||||||
2025-08-05 | 13F | 平衡风险投资有限责任公司 | 5,810 | 2.61 | 1,813 | -38.89 | ||||
2025-05-30 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 79,200 | 184.89 | 41,481 | 194.99 | ||||
2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 1,121 | 59.23 | 350 | -5.16 | ||||
2025-08-06 | 13F | 自律投资者有限责任公司 | 1,387 | 9.64 | 433 | -34.74 | ||||
2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 704 | 12.46 | 219 | -33.03 | ||||
2025-08-25 | NP | KNGZ - 美国股票股息选择 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 | 600 | 34.53 | 187 | -19.74 | ||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 13,865 | 1.01 | 3,460 | -38.73 | ||||
2025-08-14 | 13F | 莱克伍德资本管理有限公司 | 48,000 | 14,975 | ||||||
2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 275,930 | 0.35 | 86,082 | -40.22 | ||||
2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 444 | 113.46 | 139 | 27.78 | ||||
2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 1,603 | 55.18 | 500 | -7.58 | ||||
2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 1,480 | 118.93 | 462 | 30.23 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,377 | 1.23 | 2,925 | -39.70 | ||||
2025-07-09 | 13F | 沙拉信律师事务所 | 604,970 | 9.14 | 188,732 | -34.99 | ||||
2025-08-14 | 13F | 夏威夷银行 | 2,746 | 91.09 | 857 | 13.83 | ||||
2025-08-08 | 13F | 基石顾问有限责任公司 | 67,003 | 55.45 | 20,903 | -7.41 | ||||
2025-08-14 | 13F | 布雷德韦尔有限合伙人 | 49,400 | 15,411 | ||||||
2025-07-14 | 13F | 港湾集团有限公司 | 2,264 | 466.00 | 706 | 237.80 | ||||
2025-08-08 | 13F | 进化财富顾问有限责任公司 | 1,082 | 1.03 | 338 | -39.82 | ||||
2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 753 | 235 | ||||||
2025-08-12 | 13F | 传统财富管理有限责任公司 | 17,502 | 7.81 | 5,460 | -35.78 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 100,498 | 1.66 | 31,376 | -39.40 | ||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 21,268 | 5.65 | 6,635 | -37.07 | ||||
2025-07-17 | 13F | 蓝球顾问有限责任公司 | 1,555 | 485 | ||||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 1,523,200 | 359.49 | 475,193 | 173.69 | |||
2025-08-06 | 13F | 霍兰财富有限责任公司 | 698 | 218 | ||||||
2025-08-13 | 13F | 卡米尼亚克妊娠 | Call | 1 | ||||||
2025-05-29 | NP | OSTFX - 奥斯特韦斯基金投资者类别 | 9,687 | 23.92 | 5,074 | 28.30 | ||||
2025-08-01 | 13F | 桑坦德银行, SA | 84,937 | 63.48 | 26,498 | -2.62 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 5,783,600 | 470.54 | 1,804,310 | 239.84 | |||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 742,300 | 303.86 | 231,575 | 140.56 | |||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 42,066 | 60.89 | 13,129 | -4.18 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 731 | 101.93 | 228 | 20.63 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 7,064,400 | 257.73 | 2,203,881 | 113.08 | |||
2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 617,787 | 833.44 | 192,742 | 456.04 | ||||
2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 300,135 | 0.16 | 123,488 | -24.04 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | Call | 800 | 15 | |||||
2025-08-07 | 13F | 虎钳技术公司 | 22,963 | 138.58 | 7,164 | 47.14 | ||||
2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 5,298 | 38.65 | 2,180 | 5.16 | ||||
2025-07-07 | 13F | 西联银行 | 64,600 | 23.74 | 20,153 | -26.29 | ||||
2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 486 | 5.42 | 152 | -43.87 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Put | 15,400 | 480,434 | |||||
2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 20,807 | 10.50 | 6,491 | -34.18 | ||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 31,813 | 105.55 | 9,925 | 22.43 | ||||
2025-07-31 | 13F | 汉隆投资管理有限公司 | 723 | 16.99 | 226 | -30.34 | ||||
2025-07-10 | 13F | 罗克兰信托公司 | 83,378 | 3.41 | 26,011 | -38.41 | ||||
2025-06-27 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 4,526 | 29.46 | 1,862 | -1.79 | ||||
2025-08-13 | 13F | 林奇资产管理公司 | 14,500 | 26.64 | 4,524 | -24.57 | ||||
2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 902 | 281 | ||||||
2025-07-21 | 13F | 卡斯托斯家族办公室有限责任公司 | 1,111 | 13.02 | 347 | -32.68 | ||||
2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,304 | 44.89 | 407 | -13.80 | ||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 585,238 | 20.96 | 182,577 | 72,064.43 | ||||
2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 2,583 | 25.39 | 806 | -25.32 | ||||
2025-07-09 | 13F | 凯旋资本管理公司 | 4,245 | 1,324 | ||||||
2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 1,505 | 9.85 | 380 | -47.14 | ||||
2025-07-24 | NP | SHSSX - 贝莱德健康科学机会投资组合机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 934,338 | 52.11 | 282,086 | -3.31 | ||||
2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 33,594 | 0.23 | 13,822 | -23.99 | ||||
2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 2,594 | 5.62 | 783 | -32.85 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 73,022 | 791.82 | 22,781 | 431.25 | ||||
2025-08-12 | 13F | 摩根大通公司 | Call | 441,900 | 99.32 | 137,860 | 18.73 | |||
2025-08-28 | NP | BIGRX - 收入与增长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 99,284 | 51.62 | 30,974 | -9.69 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | 20,681 | 33.81 | 6,452 | -20.30 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 275,100 | 10,088.89 | 85,823 | 5,969.45 | |||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 42,491 | 4.74 | 12,828 | -33.42 | ||||
2025-07-16 | 13F | 鹰环球顾问有限公司 | 49,479 | 32.95 | 15,436 | -20.81 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 2,157,000 | 2,087.63 | 672,919 | 1,203.07 | |||
2025-08-01 | 13F | 学院资本管理公司/德克萨斯州 | 187,620 | 42,444.22 | 58,532 | 25,348.26 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Put | 1,836,700 | 1,866.49 | 572,995 | 1,071.34 | |||
2025-08-14 | 13F | 美国银行 /de/ | 10,353,089 | 20.74 | 3,229,853 | -28.08 | ||||
2025-08-14 | 13F | 启发信托公司,Na | 15,000 | 30.43 | 4,680 | -22.31 | ||||
2025-08-04 | 13F | Coign Capital Advisors LLC | 1,341 | 10.55 | 418 | -34.17 | ||||
2025-08-13 | 13F | 动态财富策略有限责任公司 | 253 | 43.75 | 79 | -15.22 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 3,320 | 3.23 | 1,036 | -38.54 | ||||
2025-05-28 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 2,688 | 9.27 | 1,408 | 13.10 | ||||
2025-08-12 | 13F | 克拉保险企业控股有限公司 | 132 | 112.90 | 0 | |||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 5,550 | 4.52 | 1,676 | -33.58 | ||||
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 | 74,254 | 8.32 | 30,551 | -17.84 | ||||
2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 270 | 390.91 | 84 | 200.00 | ||||
2025-07-30 | 13F | 比奇山顾问公司 | 7,227 | 2,254 | ||||||
2025-06-26 | NP | HGHAX - 哈特福德医疗保健基金 A 类 | 180,459 | 4.64 | 74,248 | -20.64 | ||||
2025-07-15 | 13F | 轴财富合伙有限公司 | 1,603 | 0.88 | 500 | -40.02 | ||||
2025-08-28 | NP | WMKGX - WesMark 成长基金 | 16,100 | 31.97 | 5,023 | -21.40 | ||||
2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 15,529 | 5.91 | 4,845 | -36.92 | ||||
2025-07-24 | 13F | 康宁公司 | 118,999 | 50.19 | 37,124 | -10.54 | ||||
2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 123 | 80.88 | 38 | 11.76 | ||||
2025-08-26 | NP | EDOW - First Trust Dow 30 等权重 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 | 23,245 | 36.96 | 7,252 | -18.43 | ||||
2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 529,190 | 45.34 | 159,768 | -7.62 | ||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 3,162 | 986 | ||||||
2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 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 | 12,312 | 146.83 | 3,841 | 47.01 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 13,653 | 95.15 | 4,259 | 16.24 | ||||
2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS:E 系列顾问级 | 10,000 | 3,019 | ||||||
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 | 412,858 | 8.90 | 124,646 | -30.78 | ||||
2025-05-27 | NP | GFSYX - 机构战略另类基金 | -386 | 3.76 | ||||||
2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 71,751 | 10.70 | 21,671 | -35.21 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 278,252 | 34.73 | 95,962 | -11.50 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 189,136 | 21.51 | 59,005 | -27.62 | ||||
2025-08-13 | 13F | 莫顿社区银行 | 9,087 | 12.16 | 2,835 | -33.21 | ||||
2025-06-26 | NP | FAPNX - 富达健康未来基金 富达顾问健康未来基金:Z 类 | 1,155 | 18.95 | 475 | -9.70 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 5,089 | 2 | ||||||
2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 181,299 | 97.15 | 56,560 | 17.43 | ||||
2025-07-30 | 13F | FNY 投资顾问有限责任公司 | Call | 80 | 0 | |||||
2025-08-13 | 13F | SCS资本管理有限责任公司 | 7,570 | 64.24 | 2,362 | -2.15 | ||||
2025-08-14 | 13F | 猎犬合伙人有限责任公司 | 13,437 | 4,192 | ||||||
2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 2,385 | 15.78 | 744 | -28.63 | ||||
2025-06-25 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 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 | 5,626 | 7.24 | 2,315 | -18.66 | ||||
2025-07-14 | 13F | Buska 财富管理有限责任公司 | 1,838 | 23.03 | 573 | -26.73 | ||||
2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 217 | 82.35 | 89 | 39.06 | ||||
2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 1,445,880 | 0.85 | 451,071 | -39.93 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 128,700 | 145.61 | 40,136 | 46.37 | |||
2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 1,540 | 1.85 | 481 | -39.32 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 53,716 | 88.25 | 16,752 | 12.18 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 240,200 | 92.62 | 74,909 | 14.79 | |||
2025-07-24 | NP | FGKFX - 富达成长公司K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,381 | 21.05 | 12,493 | -23.05 | ||||
2025-04-28 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 3,028 | 68.88 | 1,438 | 31.44 | ||||
2025-07-17 | 13F | 强生怀特财富管理有限责任公司 | 2,118 | 17.80 | 1 | |||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 69,067 | 21.10 | 20,852 | -23.02 | ||||
2025-08-08 | 13F | 美好生活顾问有限责任公司 | 4,883 | 396.74 | 1,524 | 196.30 | ||||
2025-07-09 | 13F | 伯尔金融服务有限责任公司 | 940 | 80.77 | 293 | 7.72 | ||||
2025-08-01 | 13F | 西格内特投资咨询集团有限公司 | 7,448 | 2.27 | 2,324 | -39.09 | ||||
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 | 292,135 | 2.10 | 120,196 | -22.56 | ||||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 1,324 | 76.53 | 400 | 12.08 | ||||
2025-08-14 | 13F | Camber资本管理有限责任公司 | 100,000 | 31,197 | ||||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 40 | 12 | ||||||
2025-05-28 | NP | 太平洋精选基金 - Main Street 核心投资组合 I 类 | 128,566 | 28.22 | 67,336 | 32.75 | ||||
2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 4,663 | 1,455 | ||||||
2025-06-27 | NP | YOKE——Yoke核心ETF | 1,368 | 563 | ||||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 131,600 | 11.00 | 41 | -33.87 | ||||
2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 30,500 | 22.49 | 9,515 | -27.04 | |||
2025-08-14 | 13F | 埃尔克霍恩合伙有限合伙企业 | 1,050 | 328 | ||||||
2025-08-07 | 13F | 维鲁斯资本合伙公司 | 1,890 | 136.25 | 590 | 40.91 | ||||
2025-08-14 | 13F | 霍奇基斯和威利资本管理有限公司 | 694,370 | 216,623 | ||||||
2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 684,141 | 9.46 | 213,431 | -34.80 | ||||
2025-08-12 | 13F | 投资与财务规划有限责任公司 | 642 | 50.00 | 200 | -10.31 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,714 | 38.23 | 705 | 4.91 | ||||
2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 107,012 | 86.05 | 33,385 | 10.82 | ||||
2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 704 | 220 | ||||||
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 | 27,368 | 9.64 | 8,538 | -34.70 | ||||
2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 6,837 | 2,133 | ||||||
2025-06-26 | NP | TADAX - 泛美美国增长 A | 42,785 | 1.67 | 17,603 | -22.89 | ||||
2025-08-20 | NP | RGLO——全球股票主动型ETF | 2,310 | 721 | ||||||
2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 11,713 | 8.30 | 3,654 | -35.49 | ||||
2025-08-06 | 13F | Cornercap投资顾问公司 | 2,457 | 767 | ||||||
2025-05-16 | NP | 全国可变保险信托 - NVIT 摩根大通创新者基金 Y 级 | 430 | 38.26 | 225 | 43.31 | ||||
2025-08-19 | 13F | Marex 集团 | Put | 360,000 | 112,309 | |||||
2025-08-27 | NP | MFOCX - Marsico 焦点基金 | 93,391 | 55.25 | 29,135 | -17.16 | ||||
2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,252,888 | 10.29 | 390,863 | -34.31 | ||||
2025-08-19 | 13F | Marex 集团 | 276,063 | 86,123 | ||||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 5,080 | 1,205.91 | 2,090 | 890.52 | ||||
2025-08-19 | 13F | Marex 集团 | Call | 103,300 | 32,227 | |||||
2025-08-29 | 13F | Evolution Wealth Management公司 | 57 | 18 | ||||||
2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 1,470 | 21.29 | 770 | 25.61 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 687 | 214 | ||||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 17,314 | 0.27 | 5,401 | -40.29 | ||||
2025-06-26 | NP | FGILX - 富达全球股票收益基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,599 | 4.76 | 2,715 | -20.54 | ||||
2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 768 | 70.67 | 240 | 1.70 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 73,001 | 22,774 | ||||||
2025-08-26 | NP | 第一信托增强型股权收益基金 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 | 10,400 | 23.81 | 3,244 | -26.26 | ||||
2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 23,945 | 200.82 | 7,470 | 79.18 | ||||
2025-08-12 | 13F | 英国保诚集团 | 96,468 | 54.19 | 30,095 | -8.15 | ||||
2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Put | 13,100 | 4 | |||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 94,500 | 29,481 | |||||
2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Call | 3,200 | 1 | |||||
2025-08-20 | 13F | 北达拉斯银行与信托公司 | 4,261 | 1,329 | ||||||
2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,998 | 119.80 | 623 | 30.88 | ||||
2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 31,037 | 297.81 | 9,683 | 136.96 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 1,500 | 468 | |||||
2025-08-07 | 13F | 第一来源银行 | 1,895 | 15.90 | 591 | -30.96 | ||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | Call | 100 | 31 | |||||
2025-07-11 | 13F | 格兰特私人财富管理公司 | 5,538 | 311.75 | 1,728 | 145.31 | ||||
2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 全球增长 II 级 | 3,475 | 11.63 | 1,084 | -33.50 | ||||
2025-07-29 | NP | 复制 - Tweedy, Browne Insider + Value ETF | 686 | 207 | ||||||
2025-08-28 | NP | RLSIX - RiverPark 多/空机会基金机构类别 | 1,856 | 2.32 | 579 | -39.05 | ||||
2025-08-05 | 13F | 木兰资本顾问有限公司 | 5,374 | 11.63 | 1,677 | -33.52 | ||||
2025-08-14 | 13F | Voya 财务顾问公司 | 4,334 | 2.58 | 1,340 | -38.58 | ||||
2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | Put | 2,200 | 686 | |||||
2025-08-13 | 13F | 资本基金管理公司 | 629,462 | 324.96 | 196,373 | 153.13 | ||||
2025-05-29 | NP | MSBWX - 美国弹性投资组合 C 级 | 91 | 15.19 | 48 | 20.51 | ||||
2025-08-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 1,733 | 74.35 | 541 | 3.85 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,606 | 26.40 | 1,347 | -5.41 | ||||
2025-05-28 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘成长投资组合 A 类 | 62,365 | 7.00 | 32,664 | 10.78 | ||||
2025-08-13 | 13F | Vulcan 价值合作伙伴有限责任公司 | 1,222,825 | 696.18 | 395,120 | 391.25 | ||||
2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 587 | 307 | ||||||
2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 144,137 | 15.99 | 43,516 | -26.27 | ||||
2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 830 | 41.16 | 0 | |||||
2025-08-29 | NP | LSIOX - Loomis Sayles 高收入机会基金机构类别 | 812 | 82.47 | 253 | 8.58 | ||||
2025-07-24 | 13F | MFA财富服务 | 1,055 | 13.32 | 329 | -32.65 | ||||
2025-08-13 | 13F | GABELLI & Co 投资顾问公司 | 825 | 26.92 | 257 | -24.41 | ||||
2025-08-08 | 13F | 金融引力公司 | 501 | 2,847.06 | 156 | 1,850.00 | ||||
2025-08-12 | 13F | 真实与真实有限责任公司 | 2,576 | 16.61 | 804 | -30.54 | ||||
2025-07-29 | 13F | 公民商业银行 | 8,368 | 0.90 | 2,611 | -39.90 | ||||
2025-08-28 | NP | VFLO - VictoryShares 自由现金流 ETF | 504,823 | 157,490 | ||||||
2025-08-18 | NP | 太平洋精选基金 - 健康科学投资组合 I 类 | 50,465 | 32.77 | 15,744 | -20.92 | ||||
2025-08-14 | 13F | 索恩资本管理有限公司 | 12,252 | 34.47 | 3,822 | -19.89 | ||||
2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 230 | 95 | ||||||
2025-05-28 | NP | JPEF - 摩根大通股票焦点 ETF | 57,605 | 34.63 | 30,171 | 39.39 | ||||
2025-08-25 | NP | EVTMX - Eaton Vance Dividend Builder Fund A 类 | 50,800 | 32.29 | 15,848 | -21.20 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 4,000 | 54.02 | 2,170 | 47.95 | ||||
2025-08-14 | 13F | 格柏川崎财富与投资管理 | 1,512 | 20.19 | 472 | -28.53 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 19,367 | 60.08 | 6,042 | -4.66 | ||||
2025-07-25 | 13F | 财富建筑师有限责任公司 | 5,987 | 3.55 | 1,868 | -38.34 | ||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 6,049 | 46.64 | 1,887 | -12.64 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 84,115 | 60.93 | 43,407 | 42.73 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 1,139 | 40.10 | 350 | -5.15 | ||||
2025-08-04 | 13F | 巴克财富策略有限责任公司 | 26,891 | 44.70 | 8,389 | -13.81 | ||||
2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 172,273 | 20.35 | 53,744 | -28.32 | ||||
2025-06-25 | NP | LCLAX - ClearBridge Select 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 | 48,100 | 14.25 | 19,790 | -13.35 | ||||
2025-07-10 | 13F | HF 咨询集团有限责任公司 | 1,692 | 20.00 | 528 | -28.59 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 9,057 | 2,066.75 | 2,826 | 1,195.87 | ||||
2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 731 | 228 | ||||||
2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 5,837 | 599.88 | 1,821 | 317.43 | ||||
2025-07-24 | 13F | 威廉姆斯和诺瓦克有限责任公司 | 1,441 | 114.43 | 450 | 27.92 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 3,200 | 998 | |||||
2025-08-08 | 13F | 创意策划 | Put | 4,200 | 435 | |||||
2025-08-13 | 13F | 布兰德斯投资合伙公司 | 139,416 | 39.60 | 43,497 | -16.84 | ||||
2025-08-13 | 13F | 萨托夫斯基资产管理公司 | 903 | 0.78 | 282 | -40.09 | ||||
2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 5,118 | 10.30 | 1,597 | -34.32 | ||||
2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 34,132 | 0.62 | 10,648 | 3.97 | ||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 33,040 | 39.36 | 10,308 | -16.99 | ||||
2025-08-13 | 13F | 峰会财富集团有限公司 | 1,280 | 399 | ||||||
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 | 27,525 | 2.96 | 11,325 | -21.91 | ||||
2025-08-12 | 13F | 熵技术有限公司 | 27,837 | 120.65 | 8,684 | 31.44 | ||||
2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 280 | 21.74 | 0 | |||||
2025-07-24 | NP | FALAX - 富达顾问大盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 57,299 | 22.70 | 17,299 | -22.01 | ||||
2025-03-31 | NP | JSFBX - 约翰汉考克海港多/空基金 A 类 | 3,583 | 26.21 | 1,944 | 21.29 | ||||
2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 12,400 | 3,868 | ||||||
2025-08-14 | 13F | CastleKnight 管理有限责任公司 | Call | 30,000 | 9,359 | |||||
2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,000 | 14.94 | 0 | |||||
2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 2,474 | 53.19 | 780 | -7.80 | ||||
2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 915 | 11.72 | 285 | -33.41 | ||||
2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 10,019 | 795.35 | 4,122 | 579.08 | ||||
2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 4,933 | 19.65 | 1,539 | -28.76 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 2,752 | 2.50 | 859 | -38.98 | ||||
2025-07-23 | 13F | 哈迪里德有限责任公司 | 5,933 | 41.67 | 1,851 | -15.64 | ||||
2025-08-14 | 13F | 谢伊资本有限责任公司 | 22,500 | 320.33 | 7,019 | 150.41 | ||||
2025-08-07 | 13F | 品尼高控股有限公司 | 9,279 | 8.90 | 2,895 | -35.14 | ||||
2025-07-29 | 13F | 财富流顾问公司 | 1,927 | 0.42 | 601 | -40.20 | ||||
2025-03-31 | NP | DAACX - 多元化股票基金 | 5,001 | 0.66 | 2,713 | -3.28 | ||||
2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 7,281 | 10.64 | 2,271 | -34.10 | ||||
2025-06-26 | NP | QUVU - 哈特福德质量价值 ETF | 11,525 | 0.40 | 4,742 | -23.86 | ||||
2025-07-15 | 13F | Bfsg 有限公司 | 2,031 | 2.37 | 634 | -39.08 | ||||
2025-08-15 | 13F | 勇气资本管理有限公司 | 3,300 | 1 | ||||||
2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 57,971 | 19.33 | 17,502 | -24.15 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 185,346 | 3.16 | 57,292 | -38.21 | ||||
2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 2,209 | 56.00 | 585 | -20.65 | ||||
2025-08-13 | 13F | 科普利金融集团有限公司 | 1,364 | 0.44 | 426 | -40.23 | ||||
2025-07-14 | 13F | Proathlete 财富管理有限公司 | 1,673 | 0.66 | 523 | -40.02 | ||||
2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 1,543 | 4.54 | 481 | -37.77 | ||||
2025-07-10 | 13F | Alecta Pensionsforsakring, 奥姆塞西迪格 | 400,500 | 84.14 | 124,880 | 9.68 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 32,570 | 12.23 | 9,833 | -28.66 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 5,466 | 2.78 | 1,705 | -38.78 | ||||
2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 4,687 | 50.51 | 1,462 | -10.36 | ||||
2025-08-08 | 13F | 雪松财富管理有限责任公司 | 19 | 216.67 | 6 | 100.00 | ||||
2025-07-18 | 13F | 太平洋点顾问有限公司 | 5,145 | 29.99 | 1,605 | -22.54 | ||||
2025-08-29 | NP | JAGLX - 骏利亨德森全球生命科学基金 T 级 | 636,475 | 3.02 | 198,561 | -38.64 | ||||
2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Value ETF - | 163,526 | 34.62 | 49,370 | -14.43 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 336,300 | 153.81 | 104,916 | 51.18 | |||
2025-07-29 | 13F | 西格玛投资顾问公司 | 14,130 | 5.76 | 4,408 | -37.00 | ||||
2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 1,570 | 360.41 | 474 | 193.79 | ||||
2025-08-12 | 13F | 比顿管理有限公司 | 931 | 12.03 | 0 | |||||
2025-07-18 | 13F | 帕森斯资本管理公司/ri | 3,845 | 0.58 | 1,200 | -40.11 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | 5,241,099 | 108.65 | 1,631,895 | 24.10 | ||||
2025-07-31 | 13F | 新罕布什尔信托 | 937 | 14.13 | 292 | -31.93 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 10,607 | 82.88 | 3,309 | 8.96 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Put | 2,765,700 | 5,431.40 | 860,133 | 3,188.09 | |||
2025-07-22 | 13F | 团队金融集团有限责任公司 | 656 | 42.92 | 205 | -15.00 | ||||
2025-08-29 | NP | LSWWX - Loomis Sayles 全球配置基金 Y 级 | 142,117 | 16.18 | 44,336 | -30.80 | ||||
2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 24,739 | 89.11 | 7,718 | 12.64 | ||||
2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 1,200 | 32.01 | 374 | -21.43 | ||||
2025-07-31 | 13F | 城邦银行 | 1,970 | 28.84 | 615 | -23.25 | ||||
2025-08-12 | 13F | Axq资本有限合伙人 | 3,493 | 285.54 | 1,090 | 129.75 | ||||
2025-08-14 | 13F | 阿帕卢萨马 | 2,450,000 | 1,300.00 | 764,326 | 733.91 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam Focused Equity Fund A 类 | 43,800 | 54.23 | 13,224 | -1.96 | ||||
2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 59 | 9.26 | 24 | -17.24 | ||||
2025-08-14 | 13F | Point72 亚洲(新加坡)私人有限公司有限公司 | 17,765 | 3,467.27 | 5,542 | 2,023.37 | ||||
2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 37,476 | 1,071.12 | 11,691 | 597.55 | ||||
2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | Call | 67,300 | 35,248 | |||||
2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 1,366 | 56.47 | 426 | -6.78 | ||||
2025-07-29 | 13F | 安吉利斯财富管理有限公司 | Call | 100 | 31 | |||||
2025-08-12 | 13F | 南方平原金融公司 | 2,411 | 3.97 | 752 | -38.06 | ||||
2025-08-13 | 13F | 港口顾问有限责任公司 | 1,600 | 220.00 | 499 | 91.19 | ||||
2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Epoch 美国股票收益率投资组合初始类别 | 30,522 | 1.89 | 9,522 | -39.31 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 62,681 | 3.68 | 18,924 | -34.10 | ||||
2025-07-16 | 13F/A | CX 机构 | 20,405 | 23.18 | 6 | -25.00 | ||||
2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 3,609 | 11.53 | 1,090 | -29.10 | ||||
2025-08-04 | 13F | 七月的一天有限责任公司 | 841 | 4.47 | 262 | -37.77 | ||||
2025-08-11 | 13F | 综合量化投资有限责任公司 | 4,619 | 1,441 | ||||||
2025-08-04 | 13F | 巴伦汀有限责任公司 | 1,563 | 85.63 | 488 | 10.68 | ||||
2025-07-30 | 13F | 拉斐特投资公司 | 918 | 26.97 | 286 | -24.34 | ||||
2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 869 | 41.99 | 271 | -15.31 | ||||
2025-08-14 | 13F | 丹增全球管理有限责任公司 | 17,500 | 5,459 | ||||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 2,021 | 2.48 | 630 | -38.95 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 497,757 | 14.43 | 155 | -31.72 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 44,230 | 2.60 | 13,798 | -38.88 | ||||
2025-06-25 | NP | SINAX - ClearBridge 大盘价值基金 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 | 136,413 | 12.26 | 56,126 | -14.86 | ||||
2025-08-14 | 13F | 有远见的财富顾问 | 8,110 | 659.36 | 2,530 | 352.59 | ||||
2025-08-13 | 13F | 橡子顾问有限责任公司 | 1,174 | 114.63 | 0 | |||||
2025-08-27 | NP | SLASX - 精选美国股票公司 S 级 | 111,000 | 34,629 | ||||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 14,689 | 16.74 | 6,044 | -11.47 | ||||
2025-08-13 | 13F | 美国资金管理有限责任公司 | 2,734 | 14.44 | 853 | -31.89 | ||||
2025-07-11 | 13F | 平博银行公司 | 2,343 | 4.55 | 731 | -37.77 | ||||
2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 6,239 | 76.24 | 1,946 | 4.96 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 261 | 112.20 | 64 | 0.00 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 15,914 | 6.49 | 4,965 | -36.57 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | Call | 100 | 25 | |||||
2025-08-13 | 13F | 泰德·布坎公司 | 7,354 | 24.64 | 2,294 | -25.76 | ||||
2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 113,337 | 49.32 | 35,358 | -11.06 | ||||
2025-08-26 | NP | 贝莱德健康科学信托基金 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 | 71,708 | 33.30 | 22,371 | -20.60 | ||||
2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,130 | 59.23 | 4,408 | -5.14 | ||||
2025-08-05 | 13F | BCGM 财富管理有限责任公司 | 6,355 | 59.03 | 1,983 | -5.30 | ||||
2025-08-08 | 13F | WP 顾问有限责任公司 | 18,303 | 259.23 | 5,710 | 114.02 | ||||
2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 1,669 | 8.66 | 521 | -35.32 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 16,855 | 124.85 | 5,258 | 33.93 | ||||
2025-07-21 | 13F | ASR资产管理公司 | 208,367 | 18.84 | 65,001 | -29.21 | ||||
2025-07-24 | 13F | 财务安全顾问公司 | 2,723 | 7.16 | 850 | -36.17 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 29,170,896 | 0.33 | 9,100,444 | -40.24 | ||||
2025-04-01 | 13F | 基石规划有限责任公司 | 4,094 | 2,071 | ||||||
2025-07-22 | 13F | 广发基金管理有限公司 | 105,520 | 332.25 | 32,919 | 157.48 | ||||
2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 32,089 | 20.17 | 9,688 | -23.62 | ||||
2025-07-24 | 13F | 德国商业银行股份公司 /fi | 55,332 | 18.68 | 17 | -29.17 | ||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 101,500 | 124.56 | 31,665 | 33.76 | ||||
2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 137 | 48.91 | 41 | -8.89 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 7 | 40.00 | 2 | 0.00 | ||||
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 | 124,662 | 15.95 | 37,637 | -26.29 | ||||
2025-08-13 | 13F | 咨询研究公司 | 24,043 | 14.29 | 7,501 | -31.92 | ||||
2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 3,242 | 45.12 | 985 | -15.83 | ||||
2025-07-02 | 13F | 克拉姆利联合公司 | 737 | 18.49 | 230 | -29.54 | ||||
2025-08-11 | 13F | 领头羊顾问有限责任公司 | 146 | 64.04 | 46 | -2.17 | ||||
2025-07-07 | 13F | 艾布尔斯·伊安诺·摩尔联合公司 | 6,305 | 63.85 | 1,967 | -2.43 | ||||
2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 192,000 | 174.29 | 59,898 | 63.38 | ||||
2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,871 | 8.14 | 9,943 | -35.59 | ||||
2025-08-14 | 13F | 奥比斯艾伦格雷有限公司 | 1,086,717 | 63.38 | 339,023 | -2.68 | ||||
2025-07-24 | 13F | JB资本有限责任公司 | 7,271 | 443.83 | 2,268 | 224.00 | ||||
2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 16,177 | 27.07 | 5,047 | -24.31 | ||||
2025-05-09 | 13F | 达美金融集团有限公司 | 4,629 | 182.26 | 2 | |||||
2025-08-14 | 13F | 蓝鳍资本管理有限公司 | 43,800 | 13,664 | ||||||
2025-08-14 | 13F | 蓝鳍资本管理有限公司 | Put | 50,000 | 143 | |||||
2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 6,289 | 60.07 | 3,294 | 65.73 | ||||
2025-06-26 | NP | AGRFX - AB成长基金A类 | 33,906 | 75.62 | 13,950 | 33.20 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. 等 | 2,806 | 240.95 | 875 | 103.02 | ||||
2025-08-14 | 13F | 福帆资本有限责任公司 | 1,699 | 22.41 | 530 | -27.00 | ||||
2025-07-28 | NP | ESN - 基本 40 股票 ETF | 3,863 | 5.58 | 1,166 | -32.87 | ||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 77,326 | 5.94 | 23,345 | -32.66 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 13,301 | 7.81 | 4,150 | -35.79 | ||||
2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 5,735 | 1,731 | ||||||
2025-07-09 | 13F | 行动财富管理有限公司 | 912 | 285 | ||||||
2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 1,288 | 35.58 | 675 | 40.42 | ||||
2025-05-30 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 1,236 | 74.58 | 647 | 80.73 | ||||
2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 118,061 | 115.21 | 48,575 | 63.22 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 2,899,379 | 28.69 | 904,519 | -23.35 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | Call | 1,000 | 31 | |||||
2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 1,500 | 453 | ||||||
2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 1,159 | 109.96 | 477 | 78.28 | ||||
2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 2,222 | 1.37 | 914 | -23.13 | ||||
2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 52,191 | 25.21 | 16,282 | -25.42 | ||||
2025-08-14 | 13F | 布雷顿资本管理有限责任公司 | 16,700 | 63.73 | 5,210 | -2.49 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 16,901 | 54.43 | 5,273 | -8.01 | ||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 42,441 | 0.43 | 13,240 | -40.18 | ||||
2025-07-15 | 13F | BCS财富管理 | 1,871 | 15.28 | 1 | |||||
2025-08-14 | 13F | 西特投资联营公司 | 93,059 | 47.00 | 29 | -12.12 | ||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 8,000 | 12.30 | 2,496 | -33.13 | ||||
2025-08-27 | NP | BOPIX - Sterling Capital 特别机会基金机构类别 | 42,062 | 18.64 | 13,122 | -29.33 | ||||
2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 292,329 | 3.01 | 120,276 | -21.88 | ||||
2025-08-13 | 13F | 患者资本管理有限责任公司 | 191,932 | 59,877 | ||||||
2025-07-18 | 13F | 罗格科,Lp | 2,032 | 22.12 | 634 | -27.32 | ||||
2025-06-26 | NP | MSTMX - 晨星多部门债券基金 | 194 | 36.62 | 80 | 2.60 | ||||
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 | 27,091 | 1.55 | 11,146 | -22.98 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 54,209 | 144.75 | 16,912 | 45.78 | ||||
2025-04-29 | NP | NORTHERN LIGHTS FUND TRUST II - 未来基金多/空 ETF | Short | -1,600 | -760 | |||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 11,165 | 22.50 | 3,484 | -27.03 | ||||
2025-08-29 | NP | LMORX-患者机会信托 R 类 | 140,000 | 43,676 | ||||||
2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 99,543 | 16,191.82 | 31,054 | 9,604.38 | ||||
2025-03-28 | NP | FPCGX - 福特匹兹堡资本总回报基金 | 3,799 | 225.81 | 2,061 | 213.07 | ||||
2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 2,042 | 62.97 | 637 | -3.05 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 14,488 | 17.57 | 4,374 | -25.26 | ||||
2025-08-14 | 13F | 完整投资管理公司 | 3,000 | 36.36 | 936 | -18.84 | ||||
2025-07-28 | 13F | 彭定康公司/TN | 51,901 | 26.56 | 16,191 | -24.61 | ||||
2025-08-12 | 13F | 新英格兰退休计划公司 | 4,210 | 612.35 | 1,313 | 324.92 | ||||
2025-07-23 | NP | THPGX - 汤普森大型股基金 | 11,935 | 77.21 | 3,603 | 12.66 | ||||
2025-08-26 | NP | QLMETX - ClearBridge 可变股息策略投资组合 II 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 | 18,264 | 46.28 | 5,698 | -12.88 | ||||
2025-07-25 | NP | AWAAX - AB 财富增值策略A级 | 40,552 | 0.80 | 12,243 | -35.92 | ||||
2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 2,457 | 767 | ||||||
2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 60 | 19 | ||||||
2025-08-04 | 13F | UNIVEST金融公司 | 34,211 | 4.08 | 10,673 | -38.01 | ||||
2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 1,740 | 690.91 | 543 | 371.30 | ||||
2025-06-26 | NP | USSCX - 科技基金份额 | 2,206 | 6.42 | 908 | -19.31 | ||||
2025-05-09 | NP | ACUSX - Advisors Capital 美国股息基金 | 10,600 | 21.84 | 5,552 | 26.16 | ||||
2025-08-14 | 13F | 路线一投资公司,有限合伙人 | 470,300 | 7.97 | 146,719 | -35.69 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,402 | 279.95 | 437 | 126.42 | ||||
2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 1,461 | 0.48 | 456 | -40.21 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 18,296 | 19.36 | 5,708 | -28.90 | ||||
2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 4,475 | 57.29 | 1,351 | 0.00 | ||||
2025-08-11 | 13F | 一资本管理有限责任公司 | 3,620 | 1.26 | 1,129 | -39.69 | ||||
2025-08-07 | 13F | 中西部信托公司 | 67,126 | 20,941 | ||||||
2025-08-26 | NP | ACSI - 美国客户满意度 ETF | 6,322 | 15.62 | 1,972 | -31.12 | ||||
2025-07-23 | 13F | IMZ 咨询公司 | 1,116 | 92.41 | 316 | 3.96 | ||||
2025-08-13 | 13F | 蓝鲸资本 | 104,362 | 35.27 | 32,558 | -19.43 | ||||
2025-07-22 | 13F | 贾米森私人财富管理公司 | 2,486 | 84.42 | 776 | 9.77 | ||||
2025-08-13 | 13F | 资本国际公司/ca/ | 267,276 | 19.55 | 83,382 | -28.79 | ||||
2025-08-05 | 13F | 昌盛财富管理有限公司 | 3,701 | 1,154 | ||||||
2025-07-07 | 13F | Modus 顾问有限责任公司 | 3,261 | 21.27 | 1,017 | -27.77 | ||||
2025-08-07 | 13F | 纳维利尔联合公司 | 1,602 | 0.56 | 500 | -22.52 | ||||
2025-05-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘混合投资组合 | 7,953 | 20.87 | 4,165 | 25.15 | ||||
2025-06-26 | NP | FFEIX - Nuveen 股息价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 175,553 | 2.75 | 72,230 | -22.07 | ||||
2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 1,471 | 2,526.79 | 459 | 1,479.31 | ||||
2025-08-06 | 13F | 基石投资伙伴有限责任公司 | 148,705 | 11.42 | 46,391 | -33.63 | ||||
2025-08-06 | 13F | 嘉实投资组合集团公司 | 192,737 | 27.90 | 60,128 | -23.82 | ||||
2025-05-28 | NP | JUEAX - 摩根大通美国A级股票基金 | 1,565,123 | 27.69 | 819,733 | 32.21 | ||||
2025-07-25 | 13F | 狮子街顾问有限责任公司 | 2,187 | 209.34 | 682 | 84.32 | ||||
2025-07-14 | 13F | 芝加哥信托公司 | 10,669 | 0.28 | 3,328 | -40.27 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 24,196 | 6.82 | 9,955 | -18.99 | ||||
2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 46 | 9.52 | 14 | -33.33 | ||||
2025-08-14 | 13F | FJ资本管理有限公司 | 835 | 260 | ||||||
2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 152,751 | 11.47 | 62,848 | -15.46 | ||||
2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 1,047 | 11.74 | 327 | -33.47 | ||||
2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 1,979 | 22.92 | 597 | -21.86 | ||||
2025-07-17 | 13F | 最前线财富管理公司 | 4,741 | 3.13 | 1,479 | -38.55 | ||||
2025-07-23 | 13F | 元素财富有限责任公司 | 1,349 | 81.81 | 421 | 8.25 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 19,644 | 42.13 | 6,128 | -15.34 | ||||
2025-08-20 | 13F | 前沿财富合作伙伴有限责任公司 | 1,114 | 6.30 | 563 | 2.55 | ||||
2025-07-17 | 13F | 长滩农商信托公司 | 18,791 | 12.02 | 5,862 | -33.27 | ||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 4,269 | 11.64 | 1,332 | -33.52 | ||||
2025-08-07 | 13F | Gs 投资公司 | 11,128 | 7.60 | 3,472 | -35.91 | ||||
2025-08-13 | 13F | 阿蒙迪 | 6,191,871 | 33.83 | 1,904,372 | -23.83 | ||||
2025-07-15 | 13F | IMS资本管理公司 | 6,762 | 86.95 | 2,110 | 11.35 | ||||
2025-08-29 | NP | BBLU - EA Bridgeway 蓝筹股 ETF | 14,916 | 29.92 | 4,653 | -22.62 | ||||
2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 36,306 | 9.05 | 14,938 | -17.30 | ||||
2025-04-22 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 21,060 | 14.10 | 10,003 | -11.20 | ||||
2025-07-08 | 13F | 马丁资本合伙人有限责任公司 | 8,455 | 201.21 | 3 | 100.00 | ||||
2025-08-04 | 13F | IFG 咨询有限责任公司 | 5,446 | 27.06 | 1,699 | -24.29 | ||||
2025-07-24 | 13F | 品尼高西资产管理公司 | 7,210 | 1.34 | 2 | -33.33 | ||||
2025-08-26 | NP | QAOSWX - T. Rowe 为新美国增长投资组合定价 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,500 | 3,276 | ||||||
2025-08-07 | 13F | 唐纳森资本管理有限公司 | 146,160 | 32.92 | 45,597 | -20.83 | ||||
2025-08-14 | 13F | 奇尔顿投资有限公司 | 38,282 | 16.04 | 11,943 | -30.88 | ||||
2025-04-30 | 13F | J Hagan Capital, Inc. | 691 | 350 | ||||||
2025-07-14 | 13F | 沙夫投资有限公司 | 29,465 | 9,192 | ||||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | Call | 41 | 34 | |||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | Put | 41 | 38 | |||||
2025-07-09 | 13F | 阿莱斯科顾问有限公司 | 743 | 32.21 | 232 | -21.43 | ||||
2025-08-14 | 13F | Scopia资本管理有限公司 | 78,314 | 24,432 | ||||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 461,275 | 8.99 | 139,264 | -30.72 | ||||
2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 781 | 127.70 | 244 | 35.75 | ||||
2025-08-12 | 13F | TCTC 控股有限公司 | 82,769 | 314.34 | 25,821 | 146.81 | ||||
2025-08-07 | 13F | 恩瓦姆有限公司 | 5,089 | 16.56 | 1,362 | -40.42 | ||||
2025-07-23 | 13F | Spear Holdings RSC 有限公司 | 200,942 | 62,688 | ||||||
2025-08-13 | 13F | Aspire Growth Partners有限责任公司 | 1,392 | 0.36 | 434 | -19.93 | ||||
2025-07-31 | 13F | 180 财富顾问有限公司 | 903 | 27.72 | 282 | -24.05 | ||||
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 | 147,730 | 8.14 | 60,782 | -17.98 | ||||
2025-08-04 | 13F | 米尔资本管理有限责任公司 | 50,307 | 5.34 | 15,694 | -37.25 | ||||
2025-05-29 | NP | DVRUX - 瑞银美国股息统治者基金 P 级 | 17,849 | 21.19 | 9,348 | 25.48 | ||||
2025-07-02 | 13F | 多利弗顾问有限合伙人 | 4,533 | 1,414 | ||||||
2025-06-25 | NP | FXH - 第一信托医疗保健 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 | 23,140 | 30.00 | 9,521 | -1.41 | ||||
2025-06-27 | NP | AADBX - 美国灯塔平衡基金机构类别 | 1,779 | 23.63 | 732 | -6.28 | ||||
2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 74,929 | 9.32 | 23,376 | -34.88 | ||||
2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 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 | 1,061,428 | 8.22 | 331,134 | -35.54 | ||||
2025-07-23 | 13F | 兰辛街顾问公司 | 771 | 6.79 | 241 | -36.51 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 936,422 | 1.15 | 292 | -38.61 | ||||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 26,456 | 0.51 | 7,987 | -36.11 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 21,917,663 | 2.45 | 6,838 | -38.98 | ||||
2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 1,637 | 1.43 | 511 | -39.64 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 47,616 | 17.74 | 14,855 | -29.87 | ||||
2025-08-14 | 13F | 原子投资者有限合伙人 | 1,671 | 72.27 | 521 | 2.56 | ||||
2025-08-12 | 13F | 银色信托公司 | 35,211 | 0.25 | 10,985 | -40.29 | ||||
2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 110,783 | 6.91 | 54,804 | 0.46 | ||||
2025-06-26 | NP | TGDIX - TCW 相对价值大盘基金 I 类 | 11,378 | 26.06 | 4,681 | -4.39 | ||||
2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 2,906 | 93.09 | 880 | 11.68 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 8,700 | 331.55 | 2,714 | 157.25 | ||||
2025-07-25 | NP | ILVFX - 哥伦比亚综合大盘价值基金机构类别 | 1,948 | 0.46 | 588 | -36.09 | ||||
2025-05-27 | NP | STCIX - Virtus Silvant 大盘成长股票基金 A 类 | 4,538 | 3.35 | 2,377 | 6.98 | ||||
2025-08-04 | 13F | 俄亥俄州 | 511,066 | 6.99 | 159,437 | -36.27 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 36,711 | 95.80 | 11,453 | 16.63 | ||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 105 | 69.35 | 33 | 0.00 | ||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 92 | 3.37 | 48 | 6.67 | ||||
2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 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 | 24,060 | 0.84 | 9,899 | -23.52 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 1,705,736 | 6.11 | 532,190 | -36.80 | ||||
2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 23,532 | 5.91 | 9,682 | -19.67 | ||||
2025-07-11 | 13F | AA 财务顾问有限责任公司 | 2,205 | 19.97 | 688 | -28.59 | ||||
2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 654 | 2.83 | 269 | -22.03 | ||||
2025-07-10 | 13F | 阿尔投资管理公司 | 7,312 | 115.38 | 2,281 | 28.29 | ||||
2025-07-22 | 13F | 优势投资伙伴有限责任公司 | 289,696 | 105.82 | 90,376 | 22.60 | ||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 6,399 | 744.20 | 1,996 | 404.04 | ||||
2025-07-23 | 13F | 德雷克联合有限责任公司 | 1,420 | 27.93 | 443 | -23.92 | ||||
2025-07-29 | 13F | 积极财富管理 | 1,244 | 221.45 | 388 | 91.58 | ||||
2025-08-05 | 13F | 纳维利有限公司 | 1,159 | 7.22 | 361 | -36.22 | ||||
2025-08-08 | 13F | 先锋信托银行 不适用/或 | 28,602 | 4.65 | 8,923 | -37.67 | ||||
2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,044 | 3.88 | 1,664 | -21.22 | ||||
2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,401 | 43.00 | 5,555 | -9.10 | ||||
2025-08-14 | 13F | 伍德布里奇有限公司 | 65,300 | 20,372 | ||||||
2025-08-13 | 13F | 资本财富有限公司 | 8,581 | 1,566.21 | 2,677 | 895.17 | ||||
2025-08-14 | 13F | 鹰资本管理有限公司 | 5,371,620 | 99.12 | 1,675,784 | 18.61 | ||||
2025-07-30 | 13F | 私人资本顾问公司 | 37,685 | 1.64 | 11,757 | -39.46 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 15,631 | 3.87 | 4,876 | -38.13 | ||||
2025-08-27 | NP | RPFCX - 戴维斯升值与收益基金 A 级 | 6,960 | 2,171 | ||||||
2025-06-03 | 13F | 投资有限责任公司 | 5,491 | 295.32 | 2,876 | 309.54 | ||||
2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 5,251 | 1,638 | ||||||
2025-07-30 | 13F | 中美财富咨询集团有限公司 | 42 | 13 | ||||||
2025-04-01 | 13F | 中心资产管理有限责任公司 | 7,327 | 4 | ||||||
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 | 69,107 | 2.99 | 20,864 | -34.53 | ||||
2025-07-17 | 13F | 生成投资管理有限公司 | 135,000 | 1,125.82 | 42,116 | 630.15 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Call | 153,200 | 47,794 | |||||
2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 2,847 | 0.57 | 1,171 | -23.71 | ||||
2025-05-22 | NP | IGFAX - VY(R) 摩根士丹利全球特许经营投资组合 ADV 级 | 17,516 | 8.12 | 9,174 | 11.96 | ||||
2025-08-04 | 13F | 科瓦克顾问公司 | 23,119 | 113.71 | 7,212 | 27.29 | ||||
2025-08-14 | 13F | 布恩资本管理有限公司 | 58,112 | 18,129 | ||||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 108,986 | 4.76 | 34,000 | -37.60 | ||||
2025-08-13 | 13F | 战略家庭财富顾问有限责任公司 | 1,969 | 44.35 | 614 | -14.01 | ||||
2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 11,931 | 0.13 | 3,722 | -40.35 | ||||
2025-08-14 | 13F | 隆奥资产管理(美国)公司 | Call | 50,000 | 15,598 | |||||
2025-08-12 | 13F | 左脑财富管理有限责任公司 | 9,874 | 151.89 | 3,080 | 50.02 | ||||
2025-07-25 | 13F | 基纳财务规划有限责任公司 | 373 | 410.96 | 0 | |||||
2025-08-14 | 13F | Tri Locum 合伙公司 | 60,584 | 18,900 | ||||||
2025-08-14 | 13F | 马什菲尔德联合公司 | 1,018,288 | 317,675 | ||||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 30,913 | 5.92 | 9,644 | -36.91 | ||||
2025-08-04 | 13F | 影响合伙财富有限责任公司 | 4,621 | 172.63 | 1,442 | 62.46 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 4,016 | 17.19 | 1,254 | -30.10 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 3,762 | 6.63 | 1,174 | -36.49 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 924 | 4.29 | 288 | -37.80 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 7,860 | 98.23 | 2,452 | 18.11 | ||||
2025-08-12 | 13F | 白松资本有限公司 | 1,086 | 17.28 | 339 | -30.17 | ||||
2025-07-08 | 13F | 下一级私人有限责任公司 | 1,021 | 163.82 | 319 | 57.43 | ||||
2025-08-13 | 13F | 托比亚斯财务顾问公司 | 768 | 8.47 | 240 | -35.41 | ||||
2025-08-26 | NP | NOIEX - 北方收入股票基金 | 691 | 34.17 | 216 | -20.07 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 59,185 | 1.88 | 18,464 | -39.32 | ||||
2025-08-14 | 13F | One Fin 资本管理有限责任公司 | 24,000 | 7,487 | ||||||
2025-07-30 | 13F | 杜普雷金融集团有限责任公司 | 9,859 | 3,076 | ||||||
2025-07-17 | 13F | 峰会金融策略公司 | 1,754 | 23.78 | 547 | -26.28 | ||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 39,919 | 329.14 | 12,454 | 155.60 | ||||
2025-08-20 | NP | LCGNX - William Blair 大盘成长基金 N 类 | 132,845 | 7.62 | 41,444 | -35.90 | ||||
2025-07-15 | 13F | 席茨·史密斯财富管理 | 5,041 | 1.96 | 1,573 | -39.28 | ||||
2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 783 | 11.38 | 244 | -33.70 | ||||
2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 20,670 | 1,975.30 | 8,504 | 1,474.81 | ||||
2025-08-07 | 13F | 拉弗投资公司 | 742 | 46.93 | 231 | -12.50 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 23,935 | 13.82 | 7,226 | -27.65 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 487,497 | 0.76 | 147,180 | -35.95 | ||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 23,198 | 144.42 | 7,237 | 45.61 | ||||
2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 4,436 | 38.97 | 1,384 | -17.24 | ||||
2025-05-22 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 8,259 | 23.27 | 4,326 | 27.62 | ||||
2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 1,824 | 551 | ||||||
2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,417,551 | 6.85 | 427,973 | -32.08 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 66,100 | 8.72 | 20,621 | -35.24 | |||
2025-07-23 | 13F | 阿米投资管理公司 | 8,470 | 30.65 | 2,642 | -22.18 | ||||
2025-08-14 | 13F | 贝克尔资本管理公司 | 7,968 | 0.25 | 2,486 | -40.29 | ||||
2025-07-22 | 13F | 希科利资产管理公司 | 1,056 | 0.57 | 329 | -40.07 | ||||
2025-08-12 | 13F | 瓦德尔联合有限公司 | 1,671 | 65.94 | 521 | -1.14 | ||||
2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 654 | 204 | ||||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 273,118 | 17.41 | 85 | -29.75 | ||||
2025-08-07 | 13F | 霍奇斯资本管理公司 | 350 | 2,413 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 401 | 25.31 | 125 | -25.15 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 360,949 | 17.68 | 112,605 | -29.90 | ||||
2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,144 | 42.11 | 357 | -15.44 | ||||
2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 3,669 | 0.22 | 1,145 | -40.32 | ||||
2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺纳斯达克自由现金流成就 ETF | 1,431 | 10.84 | 432 | -29.53 | ||||
2025-07-11 | 13F | CMH 财富管理有限责任公司 | 25,839 | 86.54 | 8,061 | 11.11 | ||||
2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 12,504 | 6.48 | 3,775 | -32.31 | ||||
2025-07-22 | 13F | 伯杰金融集团公司 | 218 | -97.09 | ||||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 5,517,441 | 6.16 | 1,721,207 | -36.76 | ||||
2025-07-22 | 13F | 伯杰金融集团公司 | Call | 15,425 | 4,812 | |||||
2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 25,000 | 78.57 | 8 | 0.00 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 242,899 | 7.66 | 99,938 | -18.35 | ||||
2025-07-14 | 13F | 银行家有限责任公司 | 3,631 | 0.19 | 1,133 | -40.36 | ||||
2025-08-15 | 13F | 祖克曼投资集团有限责任公司 | 3,994 | 53.91 | 1,246 | -8.39 | ||||
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 | 63,186 | 7.52 | 25,997 | -18.46 | ||||
2025-08-08 | 13F | 账户银行信托部 | 1,673 | 1.58 | 522 | -39.56 | ||||
2025-08-22 | 13F | 斯坦斯资本有限公司 | 4,156 | 1,297 | ||||||
2025-06-26 | NP | Spdr 道琼斯工业平均指数 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,523,496 | 5.89 | 2,272,587 | -19.69 | ||||
2025-05-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 41,644 | 656.48 | 21,811 | 683.44 | ||||
2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 4,410 | 262.96 | 1,376 | 116.19 | ||||
2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 186 | 12.73 | 57 | -33.72 | ||||
2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 100 | 31 | ||||||
2025-08-12 | 13F | AIMZ 投资顾问有限公司 | 8,069 | 44.66 | 2,517 | -13.83 | ||||
2025-07-17 | 13F | 申万斯合作伙伴 | 4,035 | 4.53 | 1,259 | -37.75 | ||||
2025-07-28 | 13F | 布里奇斯投资管理公司 | 303,336 | 7.12 | 94,632 | -36.19 | ||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 109,190 | 25,471.43 | 0 | -100.00 | ||||
2025-08-14 | 13F | TT资本管理有限公司 | 1,567 | 598 | ||||||
2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 4,536 | 89.16 | 1,415 | 12.75 | ||||
2025-08-06 | 13F | 财务咨询公司 /ut/ /adv | 1,659 | 203.85 | 1 | |||||
2025-08-12 | 13F | 帕瑟顾问公司 | 74,336 | 57.91 | 23,191 | -5.94 | ||||
2025-07-30 | 13F | 达戴维森公司 | 56,801 | 33.69 | 17,720 | -20.37 | ||||
2025-08-13 | 13F | 布鲁克兰基金管理有限公司 | Call | 11,660 | 37.02 | 3,634 | -18.41 | |||
2025-07-29 | 13F | 弗拉文金融服务有限公司 | 4,981 | 3.77 | 1,554 | -38.20 | ||||
2025-08-14 | 13F | 量化投资管理有限责任公司 | 171,579 | 183.42 | 54 | 70.97 | ||||
2025-04-23 | NP | TEMWX - 邓普顿世界基金 A 级 | 221,183 | 57.12 | 105,053 | 22.30 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 2,769,061 | 6.68 | 863,864 | -36.45 | ||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 6,080 | 33.89 | 1,836 | -14.89 | ||||
2025-08-06 | 13F | 科技银行/pa | 7,022 | 2.72 | 2,191 | -38.83 | ||||
2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 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 | 510 | 2.62 | 159 | -38.85 | ||||
2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 2,705 | 28.81 | 844 | -23.29 | ||||
2025-08-28 | NP | WBIF - WBI BullBear Value 3000 ETF | 723 | 301.67 | 226 | 139.36 | ||||
2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 827 | 0.12 | 258 | -40.51 | ||||
2025-06-25 | NP | CLSUX - ClearBridge 可持续发展领袖基金 A 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,490 | 4.18 | 1,847 | -21.00 | ||||
2025-08-14 | 13F | RBF 资本有限责任公司 | 55,000 | 17,158 | ||||||
2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 1,909 | 14.04 | 785 | -13.55 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 7,502,469 | 6.11 | 2,340,346 | -36.79 | ||||
2025-07-10 | 13F | 克莱尔市场投资有限公司 | 17,581 | 5,485 | ||||||
2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 26,408 | 1,573.51 | 8 | |||||
2025-08-19 | 13F | 安佳投资管理有限公司 | 28,098 | 19.35 | 8,766 | -28.91 | ||||
2025-08-04 | 13F | 库克和比勒有限合伙公司 | 316,079 | 3.49 | 98,607 | -38.35 | ||||
2025-07-28 | 13F | 大象马克B | 6,441 | 9.17 | 2,009 | -34.98 | ||||
2025-08-08 | 13F | 财富四分卫有限责任公司 | 1,384 | 432 | ||||||
2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 16,830 | 9.82 | 5,251 | -34.59 | ||||
2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 488 | 388.00 | 152 | 162.07 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | Call | 127,010 | 39,592 | |||||
2025-08-14 | 13F | 甘文丁街资本管理有限公司 | 32,500 | 10,139 | ||||||
2025-08-13 | 13F | Transce3nd有限责任公司 | 429 | 12.30 | 134 | -33.50 | ||||
2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 24,737 | 135.57 | 7,717 | 40.33 | ||||
2025-05-29 | NP | AWSAX - 景顺全球核心股票基金A类 | 19,258 | 7.69 | 10,086 | 11.50 | ||||
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 | 16,673 | 0.58 | 5,034 | -36.07 | ||||
2025-08-14 | 13F | 卓越资本有限合伙人 | 575,451 | 179,523 | ||||||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 244 | 9.42 | 76 | -34.48 | ||||
2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 31,787 | 1.54 | 9,917 | -39.52 | ||||
2025-07-25 | 13F | 退休计划集团有限责任公司/纽约 | 778 | 243 | ||||||
2025-08-04 | 13F | Arbor 资本管理公司 /adv | 3,092 | 19.75 | 850 | -37.02 | ||||
2025-08-13 | 13F | 尼科莱特银行股份公司 | 2,351 | 1.07 | 733 | -39.82 | ||||
2025-07-21 | 13F | 三合财富合伙有限公司 | 2,591 | 11.01 | 808 | -33.88 | ||||
2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 187,300 | 19.38 | 58,432 | -28.90 | ||||
2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 342,000 | 0.59 | 107 | -40.45 | ||||
2025-06-24 | NP | PGEOX - 波士顿乔治普特南基金 A 类股 | 38,059 | 2.33 | 15,659 | -22.39 | ||||
2025-08-13 | 13F | 宽博科技有限公司 | 16,377 | 261.12 | 5,109 | 115.12 | ||||
2025-08-14 | 13F | 奥尔登全球资本有限责任公司 | 23,655 | 7,380 | ||||||
2025-08-07 | NP | USPVX - Union Street Partners 价值基金 A 类股票 | 3,640 | 1,136 | ||||||
2025-08-14 | 13F | Ironvine 资本合伙人有限责任公司 | 70,722 | 12.76 | 22,063 | -32.83 | ||||
2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 1,233 | 43.04 | 385 | -14.86 | ||||
2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 843 | 8.49 | 255 | -31.17 | ||||
2025-08-15 | 13F | 布朗财务顾问 | 6,338 | 11.19 | 1,977 | -33.77 | ||||
2025-08-11 | 13F | 西太平洋银行 | 35,947 | 77.17 | 11,214 | 5.53 | ||||
2025-08-29 | NP | GFGEX - Guardian Fundamental 全球股票基金机构股票 | 9,533 | 12.42 | 2,974 | -33.03 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,086 | 297.24 | 4,150 | 201.31 | ||||
2025-08-22 | NP | MAADX - 动态价值投资组合类别 IS | 157 | 49 | ||||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 920 | 36.70 | 278 | -13.17 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 21,764 | 3.18 | 6,790 | -38.54 | ||||
2025-08-29 | NP | JLFSX - 全球气候行动基金 - I 类 | 179 | 36.64 | 56 | -16.67 | ||||
2025-08-13 | 13F | 道奇考克斯 | 8,750,560 | 117.66 | 2,729,912 | 29.65 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 4,557 | 5.39 | 1,421 | -37.23 | ||||
2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,170 | 229.29 | 677 | 95.94 | ||||
2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 56,390 | 374.98 | 17,592 | 182.95 | ||||
2025-07-31 | 13F | 明尼苏达财富顾问有限责任公司 | 929 | 290 | ||||||
2025-07-30 | 13F | 工作室投资管理有限公司 | 7,427 | 2.27 | 2,317 | -39.07 | ||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 26,871 | 77.32 | 8,383 | 5.62 | ||||
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 | 62,736 | 19.84 | 19,572 | -28.62 | ||||
2025-07-29 | NP | ACGIX - 景顺成长和收益基金 A 类 | 136,169 | 53.88 | 41,111 | -2.19 | ||||
2025-05-30 | NP | DIVZ - TrueShares 低波动性股票收益 ETF | 12,920 | 26.27 | 6,767 | 30.74 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 20,683 | 20.69 | 6,462 | -28.01 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 30,565 | 31.59 | 9,535 | -21.62 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 9,400 | 754.55 | 2,933 | 409.03 | |||
2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 7,025 | 719.72 | 2,192 | 389.06 | ||||
2025-07-30 | 13F | 会员信托公司 | 1,479 | 13.59 | 461 | -32.31 | ||||
2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 5,162 | 970.95 | 1,558 | 557.38 | ||||
2025-08-01 | 13F | 中心点顾问有限责任公司 | 1,192 | 0.68 | 0 | |||||
2025-07-17 | 13F | Claris Advisors, Llc / 莫 / | 1,687 | 4.14 | 526 | -37.97 | ||||
2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国收入和增长基金 3 级 | 269 | 6.75 | 84 | -36.64 | ||||
2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 摩根大通美国股票基金标准类别 | 14,051 | 44.53 | 7,359 | 49.66 | ||||
2025-07-25 | 13F | GFS 顾问有限责任公司 | 14,500 | 4,524 | ||||||
2025-06-26 | NP | IHGIX - 哈特福德股息和增长基金 A 类 | 1,210,004 | 24.44 | 497,844 | -5.62 | ||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 7,473 | 6.82 | 2,331 | -36.36 | ||||
2025-08-14 | 13F | 外显子资产管理有限公司 | 1,400 | 437 | ||||||
2025-05-28 | NP | TLGWX - 成长与收入基金 | 9,065 | 29.22 | 4,748 | 33.79 | ||||
2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 31 | 121.43 | 10 | 28.57 | ||||
2025-08-14 | 13F | 彭特沃特资本管理有限公司 | Put | 965,000 | 301,051 | |||||
2025-08-14 | 13F | 彭特沃特资本管理有限公司 | Call | 455,000 | 141,946 | |||||
2025-08-14 | 13F | 彭特沃特资本管理有限公司 | 975,000 | 304,171 | ||||||
2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,231 | 44.78 | 696 | -13.75 | ||||
2025-08-11 | 13F | 启发顾问有限责任公司 | 1,840 | 12.06 | 574 | -33.26 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 38,560 | 0.62 | 15,865 | -23.69 | ||||
2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 192 | 33.33 | 79 | 0.00 | ||||
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 | 169,716 | 2.02 | 52,946 | -39.23 | ||||
2025-03-12 | 13F/A | 私人资本管理有限公司 | 981 | 11.60 | 500 | 14.98 | ||||
2025-08-06 | 13F | Achmea 投资管理公司 | 110,952 | 17.28 | 35 | -30.61 | ||||
2025-08-08 | 13F | M&G 有限公司 | 870,762 | 72.55 | 271,678 | 2.74 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 1,189,542 | 7.14 | 372 | -36.25 | ||||
2025-07-29 | 13F | 经验资产管理有限责任公司 | 2,436 | 93.33 | 760 | 15.15 | ||||
2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 18,567 | 120.62 | 5,739 | 32.17 | ||||
2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 2,000 | 624 | |||||
2025-07-21 | 13F | 毛巾有限公司 | 2,704 | 169.32 | 843 | 60.57 | ||||
2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 181,480 | 86.48 | 74,668 | 41.43 | ||||
2025-04-23 | NP | GAGVX - 高盛蓝筹基金A级 | 911 | 0.66 | 433 | -21.74 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 242,829 | 3.65 | 75,755 | -38.26 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 189,214 | 32.70 | 59,029 | -20.96 | ||||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 2,016 | 37.05 | 629 | -18.31 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 283 | 9.27 | 88 | -34.81 | ||||
2025-08-28 | NP | DODWX - 道奇考克斯全球股票基金 | 411,900 | 221.55 | 128,500 | 91.53 | ||||
2025-07-14 | 13F | 纳鲁斯金融合作伙伴有限责任公司 | 1,096 | 44.21 | 342 | -14.32 | ||||
2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 1,578 | 12.47 | 492 | -32.97 | ||||
2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 2,963 | 2,233.07 | 924 | 1,300.00 | ||||
2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 3,935 | 1,838.42 | 1,228 | 1,057.55 | ||||
2025-07-31 | 13F | Rational 顾问有限公司 | 324 | 101 | ||||||
2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 5,300 | 37.95 | 1,654 | -17.84 | ||||
2025-07-09 | 13F | 基石财富服务有限责任公司 | 731 | 51.03 | 228 | -9.88 | ||||
2025-08-12 | 13F | 霍尔德内斯投资公司 | 10,439 | 2.36 | 3,257 | -39.04 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 134,371 | 4.09 | 41,920 | -38.00 | ||||
2025-07-16 | 13F | 真北顾问有限责任公司 | 1,728 | 8.75 | 539 | -35.34 | ||||
2025-06-26 | NP | TAGRX - 基本大盘核心基金 A 类 | 216,993 | 537.76 | 89,280 | 383.71 | ||||
2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 8,535 | 63.66 | 2,663 | -2.53 | ||||
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 | 4,391 | 7.94 | 1,370 | -35.73 | ||||
2025-08-28 | NP | TLCHX - 社会选择股票基金 | 3,082 | 3.15 | 961 | -38.55 | ||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 951,478 | 22.56 | 296,833 | -27.00 | ||||
2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 4,083 | 124.34 | 1,274 | 33.58 | ||||
2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 1,016 | 317 | ||||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 259,851 | 28.67 | 81,066 | -23.36 | ||||
2025-07-22 | 13F | 红门财富管理有限责任公司 | 23,475 | 20.58 | 7,323 | -28.18 | ||||
2025-07-22 | 13F | 高威投资管理有限公司 | 1,142 | 124.80 | 356 | 33.83 | ||||
2025-08-28 | NP | FRANK FUNDS - Camelot 事件驱动基金 A 类股票 | 9,500 | 2,964 | ||||||
2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 1,936 | 23.79 | 604 | -26.37 | ||||
2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 552 | 0.55 | 172 | -40.07 | ||||
2025-05-23 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 2,270 | 1,189 | ||||||
2025-08-26 | NP | OEF - iShares S&P 100 ETF | 498,383 | 9.22 | 155,481 | -34.94 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 26,531 | 71.23 | 8,277 | 2.00 | ||||
2025-08-13 | 13F | 瑞奇财富管理有限公司 | 12,689 | 12.43 | 3,959 | -33.04 | ||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 1,207 | 377 | ||||||
2025-08-12 | 13F | 维纳管理有限责任公司 | 6,370 | 1,987 | ||||||
2025-08-28 | NP | ALVIX - 大型公司价值基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 107,741 | 59.22 | 33,612 | -5.16 | ||||
2025-07-25 | 13F | 比尔·费夫联营公司 | 995 | 48.73 | 310 | -11.43 | ||||
2025-07-11 | 13F | 先锋资本财富顾问 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,018 | 630 | ||||||
2025-07-29 | NP | PRVS - 帕纳索斯价值精选 ETF | 656 | 31.20 | 205 | -21.84 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 11,784 | 91.24 | 3,676 | 13.91 | ||||
2025-08-12 | 13F | NFP 退休公司 | 1,602 | 33.28 | 500 | -20.67 | ||||
2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 17,546 | 79.98 | 4,668 | -5.35 | ||||
2025-07-25 | NP | INDZX - 哥伦比亚大盘价值基金 A 类 | 95,500 | 28,832 | ||||||
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 | 948 | 15.05 | 390 | -12.75 | ||||
2025-08-08 | 13F | 华盛顿信托公司 | 1,285 | 2.23 | 401 | -39.21 | ||||
2025-08-14 | 13F | Sig 经纪公司 | Put | 1,000 | 312 | |||||
2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 3,597 | 0.11 | 1,122 | -40.35 | ||||
2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 3,300 | 1,030 | |||||
2025-08-28 | NP | Aim 可变保险基金(invesco 可变保险基金)- Invesco Vi Comstock 基金系列 I | 28,388 | 11.48 | 8,856 | -33.59 | ||||
2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 20,368 | 9.46 | 6,354 | -34.80 | ||||
2025-08-14 | 13F | Sig 经纪公司 | Call | 12,500 | 3,900 | |||||
2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 125,662 | 4.49 | 39,203 | -37.76 | ||||
2025-07-10 | 13F | 红鹰财富顾问公司 | 1,812 | 184.46 | 565 | 69.67 | ||||
2025-07-22 | 13F | Petros 家族财富有限责任公司 | Call | 100 | 31 | |||||
2025-07-24 | 13F | 应用资本有限责任公司/佛罗里达州 | 4,928 | 9.76 | 1,537 | -34.62 | ||||
2025-07-22 | 13F | Petros 家族财富有限责任公司 | 8,473 | 2.54 | 2,643 | -38.92 | ||||
2025-07-17 | 13F | 查塔姆资本集团有限公司 | 11,272 | 1.08 | 3,517 | -39.79 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -10,932 | -9.96 | -3,410 | -46.37 | |||
2025-08-06 | 13F | 联合通信系统公司 | 41,434 | 12,926 | ||||||
2025-08-14 | 13F | Sig 经纪公司 | 20,433 | 15.82 | 6,374 | -31.01 | ||||
2025-07-18 | 13F | 韦策尔投资顾问公司 | 799 | 14.63 | 249 | -31.78 | ||||
2025-07-25 | 13F | MOKAN 财富管理有限公司 | 8,785 | 63.87 | 2,741 | -2.32 | ||||
2025-08-13 | 13F | 配方成长有限公司 | 4,827 | 1,506 | ||||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 28,440 | 0.73 | 11,701 | -23.60 | ||||
2025-08-06 | 13F | 德克尔退休计划公司 | 4 | 1 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 49,676 | 4.65 | 20,439 | -20.63 | ||||
2025-08-14 | 13F | 苏维塔资本管理有限公司 | 68,000 | 127.42 | 21,214 | 35.46 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - Loomis Sayles 全球配置投资组合 A 类 | 18,461 | 15.50 | 5,759 | -31.20 | ||||
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 | 3,370 | 2.71 | 1,051 | -38.82 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 154,979 | 3.31 | 46,790 | -34.33 | ||||
2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 3,403 | 10.31 | 1,062 | -34.30 | ||||
2025-07-24 | NP | FEQTX - 富达股票股息收入基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 279,000 | 11.42 | 84,233 | -29.17 | ||||
2025-07-09 | 13F | 戈尔泽投资管理公司 | 24,109 | 50.56 | 7,521 | -10.31 | ||||
2025-08-12 | 13F | one8zero8有限责任公司 | 9,927 | 17.09 | 3,097 | -30.27 | ||||
2025-07-25 | 13F | 自然投资有限公司 | 2,514 | 9.35 | 1 | -100.00 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 207 | 85 | ||||||
2025-08-07 | 13F | 私人咨询集团有限责任公司 | 41,875 | 13,064 | ||||||
2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 35,062 | 38.55 | 10,938 | -17.47 | ||||
2025-08-01 | 13F | 瑞穗市场开曼有限合伙人 | 3,801 | 1,186 | ||||||
2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 4,495 | 4.80 | 1,402 | -37.58 | ||||
2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 15,566 | 5.38 | 4,856 | -37.23 | ||||
2025-07-30 | 13F | 加冕基金管理有限公司 | 39,862 | 12,436 | ||||||
2025-05-23 | NP | IWF - iShares Russell 1000 Growth ETF | 233,012 | 3.36 | 122,040 | 7.02 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 322,026 | 116.24 | 100 | 29.87 | ||||
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 | 7,046 | 14.48 | 2,127 | -27.23 | ||||
2025-06-11 | NP | KTRAX - DWS Global Income Builder 基金 A 级 | 3,100 | 1,275 | ||||||
2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 1,671 | 6.77 | 521 | -36.39 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 862,869 | 0.59 | 269,189 | -40.08 | ||||
2025-08-29 | NP | JSVAX - Janus Henderson 逆势基金 T 级 | 473,831 | 29.86 | 147,821 | -22.65 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 340,735 | 4.42 | 106,299 | -37.80 | ||||
2025-08-14 | 13F | 特扎资本管理有限责任公司 | 1,161 | 21.95 | 362 | -27.31 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 股票收益基金 (A) | 182,746 | 1.31 | 57,011 | -39.66 | ||||
2025-08-14 | 13F | 摩尔资本管理有限公司 | 77,388 | 267.48 | 24,143 | 118.90 | ||||
2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 35,590 | 9.06 | 11,103 | -35.04 | ||||
2025-08-06 | 13F | 西耶纳管理 | 26,813 | 10.05 | 7,637 | -38.43 | ||||
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 | 3,807 | 9.40 | 1,188 | -34.85 | ||||
2025-07-22 | 13F | 高地资本管理有限公司 | 13,235 | 26.83 | 4,129 | -24.46 | ||||
2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 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 | 8,372 | 3.21 | 2,612 | -38.54 | ||||
2025-08-01 | 13F | 戴维环球基金管理有限公司 | 19,733 | 41.10 | 6,156 | -15.95 | ||||
2025-05-29 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 643 | 18.20 | 337 | 22.18 | ||||
2025-07-30 | 13F | 福格尔资本管理公司 | 1,036 | 1.87 | 323 | -39.29 | ||||
2025-08-05 | 13F | 大中西部金融集团有限责任公司 | 6,379 | 24.15 | 1,990 | -26.05 | ||||
2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 2,720 | 144.60 | 849 | 45.70 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 160 | 50 | ||||||
2025-07-23 | 13F | 莫雷与奎因财富合伙人有限责任公司 | 1,778 | 4.53 | 555 | -37.82 | ||||
2025-08-07 | 13F | 峰会 X 有限责任公司 | 15,042 | 427.97 | 4,692 | 214.62 | ||||
2025-07-23 | 13F | 鹰岩投资公司 | 17,812 | 31.31 | 5,557 | -21.79 | ||||
2025-08-14 | 13F | 潜望镜资本公司 | Put | 900 | 281 | |||||
2025-08-14 | 13F | 潜望镜资本公司 | Call | 900 | 281 | |||||
2025-07-18 | 13F | 德尔泰克资产管理有限公司 | 6,420 | 2,003 | ||||||
2025-07-15 | 13F | LeConte财富管理有限责任公司 | 1,089 | 68.84 | 340 | 0.59 | ||||
2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,542 | 7.78 | 1,417 | -35.84 | ||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 12,210 | 0.86 | 5,024 | -23.51 | ||||
2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 1,546 | 14.86 | 482 | -31.53 | ||||
2025-05-14 | 13F | 蒙特利私人财富公司 | 1,237 | 0.32 | 648 | 3.85 | ||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 2,548 | 33.12 | 769 | -15.40 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 5,747 | 31.99 | 1,793 | -21.40 | ||||
2025-07-21 | 13F | 联合投资集团有限责任公司 | 16,750 | 26.42 | 5,225 | -24.70 | ||||
2025-08-29 | NP | JAFMX - 健康科学信托资产净值 | 34,934 | 13.23 | 10,898 | -32.56 | ||||
2025-06-26 | NP | 克拉夫全球股息和收益基金 | 1,550 | 19.23 | 638 | -14.95 | ||||
2025-05-02 | 13F | 纳帕特里资本有限公司 | 726 | 15.42 | 380 | 19.50 | ||||
2025-07-23 | 13F | 温德尔财富有限责任公司 | 704 | 220 | ||||||
2025-06-27 | NP | 卡拉莫斯战略总回报基金 | 86,030 | 38.16 | 35,396 | 4.78 | ||||
2025-07-18 | 13F | 普罗维登财富管理有限责任公司 | 693 | 216 | ||||||
2025-07-22 | 13F | 蓝色广场资产管理有限公司 | 6,419 | 23.66 | 2,003 | -26.34 | ||||
2025-08-06 | 13F | 朝日生命资产管理有限公司 | 12,032 | 6.21 | 3,754 | -36.74 | ||||
2025-08-14 | 13F | 货币管理集团公司 | 8,908 | 13.52 | 2,779 | -32.37 | ||||
2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 16 | 5 | ||||||
2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 4,104 | 281.77 | 1,280 | 127.35 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 336,300 | 153.81 | 104,916 | 51.18 | ||||
2025-07-15 | 13F | 马塞科律师事务所 | 65 | 20 | ||||||
2025-08-06 | 13F | SP资产管理有限责任公司 | 133,618 | 6.95 | 41,685 | -36.29 | ||||
2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 2,953 | 338.78 | 921 | 161.65 | ||||
2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 3,211 | 8.96 | 1,002 | -35.13 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 474 | 96.68 | 148 | 17.60 | ||||
2025-08-07 | 13F | Veritas 资产管理有限责任公司 | 3,107,991 | 96.83 | 969,600 | 17.24 | ||||
2025-08-14 | 13F | 莱加托资本管理有限公司 | 5,959 | 194.85 | 1,859 | 75.71 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 39 | 12 | ||||||
2025-08-28 | NP | GQHPX - GQG 合作伙伴美国优质股息收益基金投资者股份 | 15,741 | 41.34 | 4,911 | -12.84 | ||||
2025-07-22 | 13F | 橡树山财富顾问有限公司 | 2,730 | 0.11 | 840 | -41.18 | ||||
2025-07-28 | 13F | 港湾信托投资管理公司 | 15,509 | 0.57 | 4,838 | -40.09 | ||||
2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 60 | 19 | ||||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 79,773 | 4.44 | 32,822 | -20.79 | ||||
2025-07-21 | 13F | Pflug Koory 有限责任公司 | 54 | 3.85 | 17 | -40.74 | ||||
2025-08-26 | NP | IHF - iShares 美国医疗保健提供商 ETF | 470,610 | 51.65 | 146,816 | -9.67 | ||||
2025-08-08 | 13F | 费尔班克斯资本管理公司 | 5,458 | 7.25 | 1,703 | -36.14 | ||||
2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 845 | 58.54 | 264 | -5.73 | ||||
2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 3,495,181 | 1,438,057 | ||||||
2025-08-11 | 13F | 斯通里奇投资合伙公司 | 4,699 | 1 | ||||||
2025-07-14 | 13F | 霍伊投资公司 | 3 | 1 | ||||||
2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 1,716 | 32.31 | 535 | -21.21 | ||||
2025-05-27 | NP | IWY - iShares Russell 200 强增长 ETF | 36,774 | 10.00 | 19,260 | 13.89 | ||||
2025-08-14 | 13F | 远景管理有限合伙人 | 110,000 | 34,317 | ||||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 价值基金 (a) | 80,661 | 6.70 | 25,164 | -36.45 | ||||
2025-08-12 | 13F | SFMG有限公司 | 1,731 | 5.48 | 540 | -37.25 | ||||
2025-08-22 | NP | MSVDX - 活力组合 I 级 | 222 | 2.30 | 69 | -38.94 | ||||
2025-08-18 | 13F | V2金融集团有限责任公司 | 8,645 | 1,395.67 | 2,697 | 792.72 | ||||
2025-07-08 | 13F | 化学财富管理有限责任公司 | 10,177 | 24.00 | 3,175 | -26.15 | ||||
2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 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 | 14,344 | 73.40 | 5,902 | 31.51 | ||||
2025-06-26 | NP | NUGO - Nuveen 增长机会 ETF | 47,162 | 138.53 | 19,404 | 80.91 | ||||
2025-07-22 | 13F | 渴望私人资本有限责任公司 | 2,103 | 2.04 | 656 | -39.20 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 2,908 | 123.52 | 878 | 42.14 | ||||
2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 205 | 66.67 | 84 | 27.27 | ||||
2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 257,283 | 2,575.85 | 80,265 | 1,494.12 | ||||
2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 122 | 16.19 | 38 | -29.63 | ||||
2025-08-14 | 13F | KKM 金融有限责任公司 | 6,960 | 20.19 | 2,171 | -28.42 | ||||
2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 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 | 70,309 | 20.35 | 21,227 | -23.50 | ||||
2025-08-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 16,862 | 82.49 | 5,260 | 8.70 | ||||
2025-07-16 | 13F | TB 另类资产有限公司 | 16,859 | 5,260 | ||||||
2025-07-29 | NP | VGYAX - 先锋全球韦尔斯利收入基金海军上将股票 | 10,637 | 77.52 | 3,211 | 12.86 | ||||
2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,400 | 1.49 | 1,026 | -35.51 | ||||
2025-07-15 | 13F | 贾里斯洛斯基,弗雷泽有限公司 | 669,494 | 12.42 | 208,862 | -33.04 | ||||
2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 2,089,512 | 1.67 | 859,709 | -22.89 | ||||
2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 3,555 | 7.34 | 1,109 | -36.04 | ||||
2025-08-07 | 13F | 49 财富管理有限责任公司 | 2,131 | 21.08 | 665 | -27.90 | ||||
2025-08-26 | NP | GGEYX - 机构成长股票基金 | 27,755 | 11.67 | 8,659 | -33.49 | ||||
2025-08-13 | 13F | 沃尔夫希尔资本管理有限合伙人 | 150,000 | 46,796 | ||||||
2025-07-23 | 13F | 印第安纳信托投资管理公司 | 797 | 5.70 | 249 | -37.06 | ||||
2025-07-31 | 13F | 地层财富顾问有限责任公司 | 1,115 | 22.80 | 348 | -26.95 | ||||
2025-08-13 | 13F | M&T银行公司 | 283,249 | 32.44 | 88,366 | -21.11 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,034 | 99.61 | 323 | 18.82 | ||||
2025-08-19 | 13F | 元素足尖顾问有限公司 | 2,151 | 262.73 | 671 | 116.45 | ||||
2025-07-29 | NP | TORYX - 托丽基金 | 30,450 | 47.35 | 9,193 | -6.34 | ||||
2025-07-29 | 13F | 阿里斯顿服务集团 | 953 | 13.59 | 297 | -32.35 | ||||
2025-08-26 | NP | EAGL-鹰资本精选股票ETF | 469,796 | 136.20 | 146,562 | 40.69 | ||||
2025-08-13 | 13F | M&T银行公司 | Call | 12 | 6 | |||||
2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 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 | 437,911 | 0.00 | 180,174 | -24.15 | ||||
2025-07-14 | 13F | Kfg 财富管理有限公司 | 2,720 | 28.48 | 849 | -23.47 | ||||
2025-08-14 | 13F | 复星国际有限公司 | 7,537 | 46.15 | 2,351 | -12.93 | ||||
2025-08-13 | 13F | 阿盖尔资本合伙有限公司 | 952 | 128.30 | 297 | 36.24 | ||||
2025-08-13 | 13F | 奥默斯管理公司 | 415,211 | 54.30 | 129,533 | -8.09 | ||||
2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 3,676 | 65.14 | 1,147 | -1.72 | ||||
2025-08-12 | 13F | 伟克资本管理公司 | 9,824 | 1.47 | 3,065 | -39.57 | ||||
2025-07-23 | 13F | 公平信托公司 | 46,819 | 238.04 | 14,606 | 101.38 | ||||
2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 3,566 | 21.33 | 1 | 0.00 | ||||
2025-07-23 | 13F | H&H 退休设计与管理公司 | 774 | 10.57 | 218 | -26.60 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 9,586 | 24.75 | 3 | -50.00 | ||||
2025-07-21 | 13F | 轩尼诗顾问公司 | 350 | 109 | ||||||
2025-08-12 | 13F | 阿彻投资公司 | 2,949 | 2.90 | 920 | -38.67 | ||||
2025-07-11 | 13F | 大水财富管理 | 17,248 | 0.06 | 5,381 | -40.40 | ||||
2025-07-15 | 13F | 帆船资本集团有限公司 | 978 | 38.33 | 305 | -17.57 | ||||
2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 279 | 14.34 | 115 | -13.64 | ||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 121 | 7.08 | 50 | -19.67 | ||||
2025-08-08 | 13F | 比昂多投资顾问有限责任公司 | 20,213 | 5.05 | 6,306 | -37.43 | ||||
2025-08-14 | 13F | 凯利·劳伦斯 W & Associates Inc/ca | 38,790 | 12,101 | ||||||
2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 24 | 4.35 | 10 | -25.00 | ||||
2025-07-16 | 13F | 布朗,莱尔/卡明斯公司 | 1,385 | 0.95 | 432 | -39.83 | ||||
2025-08-07 | 13F | 康帕斯玫瑰资产管理有限合伙人 | 83,000 | 25,894 | ||||||
2025-07-17 | 13F | 拉扎里资本管理公司 | 3,464 | 271.67 | 1,081 | 121.77 | ||||
2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 2,060 | 50.58 | 643 | -10.34 | ||||
2025-07-25 | NP | LRGC - AB 美国大盘战略股票 ETF | 21,801 | 26.78 | 6,582 | -19.42 | ||||
2025-06-26 | NP | TBLRX - 泛美平衡 II R | 1,167 | 7.46 | 480 | -18.51 | ||||
2025-08-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 5,746 | 145.45 | 1,793 | 46.17 | ||||
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 | 47,603 | 4.73 | 14,372 | -33.43 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 10,864 | 70.26 | 3,389 | 1.44 | ||||
2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 204 | 0.49 | 84 | -24.55 | ||||
2025-05-07 | 13F | 霍兰资本顾问有限公司。 | 707 | 2.32 | 370 | 6.02 | ||||
2025-06-30 | NP | VWNDX - 先锋温莎基金投资者股票 | 775,643 | 117.77 | 319,131 | 65.16 | ||||
2025-08-27 | NP | TVLAX - Touchstone 价值基金 A | 30,010 | 1.49 | 9,362 | -39.55 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 714,900 | 439.14 | 223,027 | 221.14 | |||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 709,830 | 55.75 | 221,446 | -7.23 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 461,600 | 161.09 | 144,005 | 55.51 | |||
2025-08-05 | 13F | 蒙特利尔银行/can/ | Put | 98,600 | 30,760 | |||||
2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 2,898 | 81.01 | 904 | 7.88 | ||||
2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 923 | 0.22 | 288 | -40.46 | ||||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 750 | 20.00 | 234 | -28.75 | ||||
2025-07-09 | 13F | 鲍曼公司 | 5,133 | 12.42 | 1,608 | -33.01 | ||||
2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 3,737 | 360.79 | 1 | |||||
2025-08-22 | NP | 可变保险产品基金 III - 动态资本增值投资组合初始类别 | 9,200 | 21.05 | 2,870 | -27.89 | ||||
2025-06-27 | NP | RSPH - Invesco S&P 500 等权重医疗保健 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 | 27,126 | 6.24 | 11,161 | -19.42 | ||||
2025-08-05 | 13F | 登喜路金融有限责任公司 | 1,514 | 302.66 | 472 | 140.82 | ||||
2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 3,822 | 3.86 | 1,192 | -38.14 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 8,608,589 | 15.67 | 2,685,622 | -31.10 | ||||
2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 3,145 | 32.70 | 981 | -20.95 | ||||
2025-08-14 | 13F | 布里奇威资本管理公司 | 65,784 | 80.48 | 20,523 | 7.50 | ||||
2025-07-22 | 13F | SOL资本管理公司 | 18,937 | 22.09 | 6 | -37.50 | ||||
2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 116,372 | 1.01 | 36,305 | -39.83 | ||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 28,556 | 442.58 | 8,909 | 223.22 | ||||
2025-08-06 | 13F | 延龄草资产管理有限公司 | 27,873 | 11.37 | 8,696 | -33.66 | ||||
2025-07-18 | 13F | 社区金融服务集团有限责任公司 | 14,220 | 2.19 | 4,436 | -39.13 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 84,100 | 1,951.22 | 26,237 | 1,121.98 | |||
2025-08-08 | 13F | 综合财务规划有限公司/PA | 152 | 390.32 | 47 | 193.75 | ||||
2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 1,362 | 7.92 | 425 | -35.70 | ||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 4,113 | 14.41 | 1,283 | -31.83 | ||||
2025-08-26 | NP | NOLVX - 北方大盘价值基金 | 774 | 0.39 | 241 | -40.20 | ||||
2025-07-10 | 13F | 博钦信托公司 | 12,232 | 4.14 | 3,816 | -37.98 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 34,400 | 149.28 | 10,732 | 48.48 | |||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 52,206 | 18.28 | 16,287 | -29.55 | ||||
2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 30 | 2,900.00 | 9 | -35.71 | ||||
2025-07-10 | 13F | CWC Advisors, LLC。 | 4,370 | 46.79 | 1,363 | -12.57 | ||||
2025-07-29 | 13F | 约菲投资管理有限公司 | 2,057 | 0.05 | 642 | -40.48 | ||||
2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 8,622 | 37.47 | 2,690 | -18.14 | ||||
2025-08-13 | 13F | Vinva投资管理有限公司 | 57,099 | 31.09 | 17,650 | -21.48 | ||||
2025-07-25 | NP | ADGAX - AB 核心机会基金公司 A 类 | 10,422 | 41.12 | 3,147 | -10.29 | ||||
2025-08-27 | NP | MFADX - Cromwell Marketfield L/S 基金投资者类别 | 2,724 | 20.42 | 850 | -28.29 | ||||
2025-07-18 | 13F | 彭博森公司 | 75,708 | 23,619 | ||||||
2025-08-27 | NP | VWINX - VANGUARD WELLESLEY 收入基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,537,263 | 18.38 | 479,580 | -29.49 | ||||
2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 1,347 | 420 | ||||||
2025-07-07 | 13F | 格林菲尔德储蓄银行 | 6,273 | 5.41 | 1,957 | -37.23 | ||||
2025-07-15 | 13F | Avaii 财富管理有限公司 | 3,466 | 438.20 | 1,081 | 220.77 | ||||
2025-08-25 | NP | HIADX - 哈特福德股息和增长 Hls 基金 Ia | 235,215 | 12.77 | 73,380 | -32.83 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 14,192 | 39.52 | 4,428 | -16.90 | ||||
2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 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 | 1,438,956 | 50.72 | 592,044 | 14.31 | ||||
2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 1,497 | 127.51 | 467 | 35.76 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 23,763 | 107.32 | 7,413 | 23.49 | ||||
2025-06-26 | NP | TOCQX - 托克维尔基金 | 15,000 | 6,172 | ||||||
2025-08-26 | NP | BUSA - Brandes 美国价值 ETF | 5,911 | 8.36 | 1,844 | -35.46 | ||||
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 | 3,058 | 61.97 | 954 | -3.44 | ||||
2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 20,872 | 10.50 | 6,511 | -34.18 | ||||
2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 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 | 32,663 | 102.35 | 13,439 | 53.47 | ||||
2025-07-29 | 13F | VELA 投资管理有限公司 | Call | 1,000 | 312 | |||||
2025-07-29 | 13F | VELA 投资管理有限公司 | 4 | 1 | ||||||
2025-08-08 | 13F | AJ 顾问有限责任公司 | 714 | 0.85 | 223 | -40.16 | ||||
2025-08-25 | NP | LRGG - 麦格理重点大型成长型 ETF | 24,473 | 156.66 | 7,635 | 52.89 | ||||
2025-09-02 | 13F | Pvg资产管理公司 | 1,030 | 321 | ||||||
2025-08-13 | 13F | 全地形财务顾问有限责任公司 | 4,420 | 1,379 | ||||||
2025-08-28 | NP | DODBX - 道奇考克斯平衡基金 | 393,672 | 144.26 | 122,814 | 45.49 | ||||
2025-08-13 | 13F | 全地形财务顾问有限责任公司 | Put | 4,300 | 1,341 | |||||
2025-08-05 | NP | HNASX - 成长基金 | 19,893 | 8.15 | 6,206 | -35.58 | ||||
2025-08-13 | 13F | Sepio资本有限合伙人 | 5,734 | 0.81 | 1,789 | -39.96 | ||||
2025-07-18 | 13F | 三菱日联资产管理(英国)有限公司 | 3,800 | 1,800.00 | 1 | |||||
2025-08-07 | 13F | 明尼阿波利斯投资组合管理集团有限责任公司 | 68,630 | 21,411 | ||||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 609 | 0.16 | 190 | -25.59 | ||||
2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 1,657 | 64.55 | 517 | -2.09 | ||||
2025-06-26 | NP | FOKFX - 富达场外交易 K6 投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,000 | 11,932 | ||||||
2025-07-17 | 13F | 朱红财富管理有限公司 | 174 | 6.75 | 54 | -36.47 | ||||
2025-08-14 | 13F | 恒指导金融有限责任公司 | 6,818 | 2,127 | ||||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 189 | 9.88 | 59 | -35.56 | ||||
2025-08-27 | NP | MIOFX - Marsico 国际机会基金 | 9,346 | 2,916 | ||||||
2025-08-26 | NP | QLMVIX - ClearBridge 可变大盘价值投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,465 | 13.67 | 5,449 | -32.30 | ||||
2025-08-04 | 13F | 金刚狼资产管理有限公司 | 24,085 | 7,514 | ||||||
2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 19,088 | 19.58 | 5,955 | -28.78 | ||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 12,246 | 38.40 | 3,820 | -17.57 | ||||
2025-08-06 | 13F | DDFG 公司 | 1,278 | 0.79 | 399 | -40.06 | ||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 1,348,285 | 55.13 | 420,585 | -7.57 | ||||
2025-08-29 | NP | BLUEX - AMG 经理布兰迪万蓝色基金 I 级 | 17,506 | 123.09 | 5,461 | 32.90 | ||||
2025-08-14 | 13F | 耆那全球有限公司 | 39,633 | 812.99 | 12,364 | 443.95 | ||||
2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 83,317 | 22.11 | 34,280 | -7.39 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 19,196 | 0.51 | 5,989 | -40.13 | ||||
2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 1,174 | 61.71 | 366 | -3.68 | ||||
2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 9,249 | 3.79 | 2,885 | -38.18 | ||||
2025-08-14 | 13F | ArrowMark 科罗拉多控股有限责任公司 | 61,065 | 77.00 | 19,050 | 5.43 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 资本增长投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,900 | 2,153 | ||||||
2025-08-14 | 13F | 萨瓦资本有限责任公司 | 20,500 | 6,395 | ||||||
2025-08-14 | 13F | 帕西法尔资本管理公司 | 185,091 | 82.37 | 57,743 | 8.63 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 7,641 | 26.80 | 2,384 | -24.49 | ||||
2025-08-01 | 13F | 帕萨迪纳私人财富有限责任公司 | 1,068 | 16.34 | 333 | -30.62 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 7,072 | 15.71 | 2,206 | -31.08 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 17,665 | 48.31 | 7,268 | 12.49 | ||||
2025-07-15 | 13F | DB 菲茨帕特里克公司 | 2,379 | 6.83 | 742 | -36.36 | ||||
2025-08-13 | 13F | 信托集团有限责任公司 | 3,614 | 0.31 | 1,127 | -40.28 | ||||
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 | 420,528 | 1.34 | 173,022 | -23.14 | ||||
2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 1,486 | 164.88 | 464 | 58.02 | ||||
2025-05-27 | NP | GEQYX - 机构股票指数基金 | 91,931 | 6.51 | 48,149 | 10.28 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Invesco Comstock 投资组合 IB 类 | 6,198 | 14.69 | 1,934 | -31.70 | ||||
2025-08-14 | 13F | 索纳资产管理(美国)有限公司 | 20,000 | 6,239 | ||||||
2025-08-12 | 13F | DnB 资产管理公司 | 379,725 | 14.45 | 118,463 | -31.83 | ||||
2025-07-14 | 13F | 农商投资公司 | 65,753 | 7.02 | 20,513 | -36.25 | ||||
2025-08-14 | 13F | 索纳资产管理(美国)有限公司 | Call | 35,000 | 10,919 | |||||
2025-08-26 | NP | BGATX - Baillie Gifford 全球阿尔法股票基金 2 类 | 9,356 | 2,919 | ||||||
2025-07-25 | 13F | CWM有限公司 | 133,461 | 13.72 | 42 | -32.79 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 77,338 | 11.25 | 24,127 | -33.74 | ||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | 3,264 | 177.79 | 1,018 | 65.53 | ||||
2025-07-18 | 13F | 社区银行与信托,德克萨斯州韦科 | 13,910 | 0.32 | 4 | -42.86 | ||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 62,953 | 8.41 | 34,151 | 2.08 | ||||
2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | Put | 10,000 | 3,120 | |||||
2025-04-07 | NP | RUNN - RUNNING OAK 高效增长 ETF | 9,540 | 31.66 | 4,531 | 2.49 | ||||
2025-06-26 | NP | MSTVX - 晨星另类基金 | 337 | 330.77 | ||||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 15,183 | 2.29 | 4,737 | -39.08 | ||||
2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 174 | 72 | ||||||
2025-08-13 | 13F | 中医顾问有限责任公司 | 697 | -23.26 | ||||||
2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,962 | 63.89 | 2,484 | -2.40 | ||||
2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 1,189 | 92.71 | 371 | 14.55 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Put | 327,600 | 2,344.78 | 102,201 | 1,356.27 | |||
2025-07-25 | 13F | 希维克全球医疗保健有限责任公司 | 15,000 | 200.00 | 5 | 100.00 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 686,800 | 4,669.44 | 214,261 | 2,740.89 | |||
2025-07-08 | 13F | 爱华顾问有限公司 | 1,167 | 29.38 | 364 | -22.88 | ||||
2025-08-05 | 13F | 南达科他州投资委员会 | 126,554 | 94.42 | 39 | 14.71 | ||||
2025-08-26 | NP | IMSCX - IMS 资本价值基金机构类别股票 | 5,579 | 134.51 | 1,740 | 39.65 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 112,600 | 44.02 | 46,328 | 9.23 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 799,673 | 27.18 | 249,474 | -24.25 | ||||
2025-08-13 | 13F | Crake资产管理有限责任公司 | 113,943 | 35,547 | ||||||
2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 2,890 | 1.58 | 902 | -39.53 | ||||
2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 4,676 | 32.20 | 1,459 | -21.27 | ||||
2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 757 | 33.27 | 236 | -20.54 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 37,505 | 0.12 | 11,700 | -40.36 | ||||
2025-08-14 | 13F | 克拉夫资本合伙公司 | 96,791 | 259.90 | 30 | -99.79 | ||||
2025-08-28 | NP | NCGFX - 新约成长基金 | 7,472 | 3.36 | 2,331 | -38.43 | ||||
2025-08-04 | 13F | 背风金融合作伙伴有限责任公司 | 11,496 | 1,115.22 | 3,586 | 624.44 | ||||
2025-08-14 | 13F | 股息资产资本有限公司 | 29,563 | 21.47 | 9,223 | -27.65 | ||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -232 | 60.00 | -72 | -4.00 | |||
2025-08-15 | 13F | 发送者公司及合作伙伴公司 | 2,971 | 927 | ||||||
2025-08-12 | 13F | 双焦点资本合作伙伴有限公司 | 1,925 | 601 | ||||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 728 | 45.60 | 227 | -13.03 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 11,646 | 43.69 | 3,633 | -14.40 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 15,876 | 228.63 | 4,953 | 95.73 | ||||
2025-08-01 | 13F | 财富管理有限责任公司范式、策略 | 1,122 | 0.36 | 350 | -40.17 | ||||
2025-08-26 | NP | EQ 顾问信任 - EQ/T。 Rowe Price 健康科学投资组合 IB 级 | 25,081 | 14.68 | 7,825 | -31.69 | ||||
2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 1,540 | 1,825.00 | 480 | 1,070.73 | ||||
2025-08-27 | NP | RYHIX - 医疗保健基金投资者类别 | 1,602 | 19.64 | 500 | -28.82 | ||||
2025-08-14 | 13F | 缓存顾问有限责任公司 | 1,535 | 59.56 | 479 | -4.97 | ||||
2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 268 | 16.52 | 110 | -11.29 | ||||
2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 4,970 | 5.05 | 1,551 | -37.45 | ||||
2025-08-06 | 13F | 北京哈迪施特劳斯公司 | 3,231 | 4.13 | 1,008 | -38.03 | ||||
2025-08-12 | 13F | 桑德希尔资本合伙公司 | 14,542 | 32.63 | 4,537 | -21.00 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 279,291 | 5.09 | 87,130 | -37.40 | ||||
2025-08-27 | NP | RPEAX - 戴维斯机会基金 A 级 | 23,475 | 29.73 | 7,323 | -22.73 | ||||
2025-07-15 | 13F | 频谱规划与咨询服务公司 | 1,555 | 485 | ||||||
2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 585 | 5.41 | 241 | -20.27 | ||||
2025-08-14 | 13F | Sagard 控股管理公司 | 94 | 29 | ||||||
2025-07-24 | NP | FCGSX - 富达系列成长公司基金 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 | 41,754 | 37.56 | 12,606 | -12.56 | ||||
2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 3,637 | 998.79 | 1,135 | 487.56 | ||||
2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 12,767 | 4.27 | 3,854 | -33.72 | ||||
2025-06-27 | NP | CARK - CastleArk 大型增长 ETF | 4,950 | 2,037 | ||||||
2025-07-14 | 13F | 湖岸财务规划公司 | 662 | 0.30 | 206 | -40.29 | ||||
2025-07-25 | 13F | Kellett Schaffner 财富顾问有限责任公司 | 1,704 | 2.47 | 532 | -38.97 | ||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 35,558 | 22.15 | 11,093 | -27.24 | ||||
2025-08-12 | 13F | Titleist 资产管理有限公司 | 9,343 | 611.58 | 2,915 | 324.16 | ||||
2025-08-13 | 13F | 朗维尤合伙人(根西岛)有限公司 | 1,216,082 | 29.68 | 379,381 | -22.75 | ||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 6,680 | 53.81 | 2,084 | -8.40 | ||||
2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 374,681 | 8.33 | 154,159 | -17.84 | ||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 31,961 | 4.45 | 9,971 | -37.78 | ||||
2025-08-28 | NP | WMBLX - WesMark 平衡基金 | 1,400 | 437 | ||||||
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 | 4,153 | 24.30 | 1,709 | -5.74 | ||||
2025-08-25 | NP | YLDE - ClearBridge 股息策略 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 | 4,336 | 47.23 | 1,353 | -12.32 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 1,749 | 10.70 | 720 | -16.10 | ||||
2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 41,062 | 79.22 | 12,810 | 6.76 | ||||
2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 13,744 | 80.51 | 4,288 | 7.50 | ||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 271 | 2,158.33 | 85 | 1,300.00 | ||||
2025-07-30 | 13F | 道德公司 | 91,289 | 0.04 | 28,218 | -40.89 | ||||
2025-08-26 | NP | 贝莱德增强型全球股息信托 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 | 45,883 | 29.24 | 14,314 | -23.02 | ||||
2025-07-16 | 13F | 科尔顿·格鲁姆财务顾问有限公司 | 767 | 239 | ||||||
2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 3,659 | 34.18 | 1,141 | -20.10 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 99,474 | 13.09 | 30,788 | -32.46 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 154,874 | 15.84 | 48,316 | -28.42 | ||||
2025-07-30 | 13F | 自由一投资管理有限公司 | 82,001 | 46.03 | 25,582 | -13.02 | ||||
2025-08-15 | 13F | 44 财富管理有限公司 | 2,140 | 41.72 | 668 | -15.57 | ||||
2025-07-09 | 13F | 索耶公司 | 6 | 0 | ||||||
2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 59,747 | 1.50 | 18,639 | -39.54 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 809,623 | 4.19 | 333,111 | -20.98 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 885 | 8.06 | 364 | -18.02 | ||||
2025-08-26 | NP | Ivy可变保险投资组合 - Ivy VIP资产策略II级 | 7,202 | 11.52 | 2,247 | -33.59 | ||||
2025-07-24 | NP | FEIAX - 富达顾问股票收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 97,900 | 21.61 | 29,557 | -22.70 | ||||
2025-08-14 | 13F | 哈伯资产管理公司 | 36,485 | 11,382 | ||||||
2025-08-05 | NP | HOVLX - 价值基金 | 48,600 | 75.45 | 15,162 | 4.51 | ||||
2025-07-11 | 13F | 赖特投资者服务公司 | 12,720 | 50.55 | 3,968 | -10.33 | ||||
2025-08-12 | 13F | Meridian 财富顾问有限责任公司 | 13,361 | 3.35 | 4,168 | -38.44 | ||||
2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 2,433 | 47.01 | 759 | -12.36 | ||||
2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 2,395 | 117.73 | 747 | 29.69 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 15,803 | 22.88 | 4,930 | -26.80 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 114,081 | 14.89 | 35,590 | -31.56 | ||||
2025-07-29 | 13F | Consilio 财富顾问有限公司 | 896 | 28.55 | 277 | -24.18 | ||||
2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,841 | 4.42 | 574 | -37.81 | ||||
2025-08-08 | 13F | 斯凯兰兹资本有限责任公司 | 7,715 | 2,407 | ||||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 1,260,890 | 20.12 | 393,360 | -28.45 | ||||
2025-08-07 | 13F | 艾伦运营有限公司 | 13,633 | 4,253 | ||||||
2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 2,100 | 655 | |||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 3 | 10 | ||||||
2025-06-26 | NP | FDCAX - 富达资本增值基金 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 | 225,400 | 17.46 | 92,739 | -10.92 | ||||
2025-08-08 | 13F | Altfest LJ & Co 公司 | 4,091 | 70.25 | 1,276 | 1.43 | ||||
2025-08-12 | 13F | 统一资产管理有限责任公司 | 18,776 | 1.23 | 5,858 | -41.92 | ||||
2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 13,730 | 8.55 | 5,649 | -17.67 | ||||
2025-08-28 | NP | RSMV - 相对强弱管理波动率策略ETF | 3,826 | 1,194 | ||||||
2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 27,903 | 6.08 | 11,480 | -19.55 | ||||
2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | Call | 200 | 62 | |||||
2025-08-12 | 13F | 地平线金融服务有限公司 | 514 | 0.78 | 160 | -40.07 | ||||
2025-07-30 | 13F | 黑钻石金融有限责任公司 | 1,297 | 1.33 | 405 | -39.70 | ||||
2025-06-30 | NP | ACSTX - Invesco Comstock 基金 A 类 | 216,898 | 150.04 | 89,241 | 89.64 | ||||
2025-07-09 | 13F | 终身财富顾问有限公司 | 657 | 15.47 | 205 | -31.54 | ||||
2025-04-01 | NP | CCAPX - CHIRON 资本配置基金 I 类股票 | 5,622 | 3,050 | ||||||
2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 10,003 | 11.99 | 3,120 | -33.30 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 223,981 | 2.23 | 70 | -39.47 | ||||
2025-07-28 | NP | VCIGX - 股息价值基金 | 10,057 | 44.08 | 3,036 | -8.42 | ||||
2025-07-22 | 13F | 旧国家银行/in/ | 53,643 | 5.23 | 16,735 | -37.32 | ||||
2025-08-08 | 13F | Pinney & Scofield 公司 | 362 | 4.93 | 113 | -37.78 | ||||
2025-08-13 | 13F | 纽约州共同退休基金 | 1,203,639 | 1.40 | 375 | -39.61 | ||||
2025-07-25 | NP | UGIEX - 全球股票收益基金份额 | 1,075 | 286.69 | 325 | 136.50 | ||||
2025-08-08 | 13F | 创意策划 | 237,551 | 6.08 | 74,109 | -36.82 | ||||
2025-08-14 | 13F | 图标财富顾问有限责任公司 | 16,626 | 11.20 | 5,187 | -33.77 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 289,960 | 30.73 | 90 | -22.41 | ||||
2025-08-14 | 13F | 戈壁资本 | 328,200 | 102,389 | ||||||
2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 827 | 40.65 | 258 | -16.29 | ||||
2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 121,624 | 6.11 | 37,943 | -36.79 | ||||
2025-06-26 | NP | USISX - 收益股票基金份额 | 42,000 | 26.98 | 17,280 | 2.09 | ||||
2025-08-12 | 13F | 基石财富管理有限责任公司 | 2,055 | 8.79 | 641 | -35.19 | ||||
2025-07-31 | 13F | BIP 财富有限责任公司 | 863 | 3.73 | 269 | -38.16 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 601,478 | 5.21 | 247,472 | -20.21 | ||||
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 | 2,774 | 21.24 | 1,141 | -8.06 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 73,660 | 3.71 | 22,980 | -38.23 | ||||
2025-08-26 | NP | JVASX - 摩根大通价值优势基金 I 类 | 266,996 | 42.29 | 83,295 | -15.25 | ||||
2025-08-14 | 13F | 斯米德资本管理公司 | 252,438 | 78,753 | ||||||
2025-08-14 | 13F | Eversept 合伙人有限合伙人 | 60,736 | 18,948 | ||||||
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 | 49 | 20 | ||||||
2025-07-17 | 13F | 正佳资产管理有限公司 | 1,038 | 0 | ||||||
2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 1,228 | 13.39 | 383 | -32.45 | ||||
2025-07-10 | 13F | 信任点公司 | 3,620 | 0.39 | 1,129 | -40.20 | ||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 759,500 | 236,941 | ||||||
2025-08-14 | 13F | 巅峰资产管理有限责任公司 | Call | 62 | ||||||
2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 5,094 | 149.58 | 1,589 | 48.78 | ||||
2025-07-11 | 13F | 国会公园资本有限责任公司 | 3,100 | 148.00 | 967 | 47.86 | ||||
2025-07-08 | 13F | 遗产私人信托公司 | 10,792 | 14.54 | 3,367 | -31.78 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | Put | 300 | 94 | |||||
2025-07-25 | 13F | 主权金融集团公司 | 2,249 | 3.17 | 702 | -38.56 | ||||
2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 547,155 | 1.12 | 225,121 | -23.31 | ||||
2025-03-27 | NP | NUDV - Nuveen ESG 股息 ETF | 609 | 330 | ||||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:B1 系列 | 1,432 | 447 | ||||||
2025-08-13 | 13F | 挪威银行 | 12,299,923 | 3,837,207 | ||||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 15,304,900 | 377.90 | 4,774,670 | 184.66 | |||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 10,826,200 | 388.02 | 3,377,450 | 190.69 | |||
2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 700,704 | 1,571.97 | 218,599 | 895.94 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 27,725 | 29.45 | 11,407 | -1.82 | ||||
2025-08-04 | 13F | AMG 国家信托银行 | 14,927 | 1.03 | 4,657 | -39.83 | ||||
2025-08-14 | 13F | 多元化财富管理有限责任公司 | 11,572 | 22.05 | 3,027 | -21.96 | ||||
2025-07-25 | 13F | 荷兰国家电力公司 | 8,168 | 4.81 | 2,548 | -37.56 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 31,399 | 0.48 | 12,919 | -23.80 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 1,684,648 | 156.39 | 525,560 | 52.72 | ||||
2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 95,487 | 2.76 | 29,789 | -38.79 | ||||
2025-07-22 | 13F | 串联投资合伙公司 | 1,397 | 21.80 | 436 | -27.50 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 239,600 | 25.12 | 74,748 | -25.47 | |||
2025-08-26 | NP | QAAGZX - T. Rowe Price 健康科学投资组合 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 | 102,351 | 14.58 | 31,930 | -31.75 | ||||
2025-08-14 | 13F | 布拉格金融顾问公司 | 31,423 | 1.69 | 9,803 | -39.43 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 385,242 | 314.65 | 120,184 | 146.99 | ||||
2025-08-12 | 13F | 绝对资本管理有限责任公司 | 1,616 | 504 | ||||||
2025-08-15 | 13F | Soleus 资本管理有限合伙人 | 86,250 | 26,907 | ||||||
2025-06-25 | NP | HART - IQ 健康心脏 ETF | 1,026 | 32.05 | 422 | -3.65 | ||||
2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,068 | 228.43 | 2,738 | 108.77 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 47,904 | 25.58 | 14,945 | -25.20 | ||||
2025-08-07 | 13F | PFG顾问 | 13,574 | 19.89 | 4,235 | -28.59 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 326,335 | 3.19 | 101,807 | -38.53 | ||||
2025-08-15 | 13F | 同心资本策略有限合伙人 | 5,236 | 1,633 | ||||||
2025-08-27 | NP | QDVPAX - 戴维斯价值投资组合 | 6,300 | 1,965 | ||||||
2025-07-15 | 13F | 俄勒冈太平洋财富管理有限公司 | 1,024 | 25.95 | 319 | -24.94 | ||||
2025-08-12 | 13F | 库珀/海姆斯顾问有限公司 | 908 | 18.23 | 283 | -29.60 | ||||
2025-07-30 | 13F | 蓝筹财富顾问有限责任公司 | 891 | 10.00 | 278 | -34.43 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 88,073 | 1.34 | 46,129 | 4.93 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 9,815 | 10.19 | 3,062 | -34.38 | ||||
2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 3,181 | 9.20 | 992 | -34.95 | ||||
2025-08-13 | 13F | 胜利资本管理公司 | 1,154,308 | 64.01 | 360,078 | -2.31 | ||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 179,426 | 7.19 | 73,823 | -18.70 | ||||
2025-07-30 | NP | LSOFX - LS 机会基金 - 机构类别 | Short | -2,704 | -27.99 | -816 | -54.23 | |||
2025-08-05 | 13F | 新泽西州补充年金集体信托 | 4,300 | 43.33 | 1,341 | -14.64 | ||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 63,444 | 13.32 | 19,793 | -32.50 | ||||
2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 647 | 30.44 | 266 | -1.12 | ||||
2025-07-07 | 13F | 投资者研究公司 | 1,195 | 2,555.56 | 373 | 1,517.39 | ||||
2025-08-13 | 13F | 西北及道德投资有限公司 | Call | 14,600 | 4 | |||||
2025-07-15 | 13F | 密苏里信托投资公司 | 4,873 | 15.91 | 1,520 | -30.94 | ||||
2025-07-16 | 13F | 老北州财富管理有限责任公司 | 654 | 205 | ||||||
2025-07-16 | 13F | 皇冠财富集团有限责任公司 | 747 | 0.27 | 233 | -40.26 | ||||
2025-08-13 | 13F | 埃尔格森资本管理公司 | 10,692 | 42.88 | 3,336 | -14.90 | ||||
2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 24,459 | 19.54 | 7,630 | -28.80 | ||||
2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 4,255 | 1,327 | ||||||
2025-08-13 | 13F | 米格资本有限责任公司 | 55,961 | 17,458 | ||||||
2025-08-26 | NP | GVEYX - 机构价值股票基金 | 11,947 | 528.46 | 3,727 | 528.50 | ||||
2025-08-19 | NP | WRLDX - Scharf 全球机会基金零售类 | 1,765 | 551 | ||||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 2,458 | 2.25 | 767 | -39.16 | ||||
2025-07-21 | 13F | 沙利文伍德资本管理有限责任公司 | 1,434 | 447 | ||||||
2025-06-27 | NP | XLG - Invesco S&P 500 Top 50 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 | 272,065 | 4.15 | 111,938 | -21.01 | ||||
2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,700 | 3.63 | 21,706 | -19.34 | ||||
2025-07-21 | 13F | 平资本管理有限公司 | Call | 23,000 | 2,200.00 | 7,175 | 1,271.89 | |||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | Call | 100 | 31 | |||||
2025-08-19 | NP | LOGIX - Scharf 基金机构类 | 27,700 | 8,642 | ||||||
2025-08-13 | 13F | 百达资产管理控股公司 | 1,531,430 | 19.74 | 477,747 | -28.67 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 16,118 | 3.23 | 5,028 | -38.44 | ||||
2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 3,249 | 197.26 | 1,014 | 77.10 | ||||
2025-06-26 | NP | FLCSX - 富达大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 157,833 | 4.71 | 64,939 | -20.59 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 8,168 | 1.33 | 2,548 | -39.64 | ||||
2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 63,008 | 7.39 | 19,023 | -31.74 | ||||
2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 196,901 | 1.43 | 81,013 | -23.07 | ||||
2025-07-22 | 13F | 勤奋投资者有限责任公司 | 1,394 | 32.76 | 435 | -20.77 | ||||
2025-08-14 | 13F | 法拉隆资本管理有限公司 | 1,617,300 | 7.97 | 504,549 | -35.69 | ||||
2025-07-24 | 13F | 支点资本有限责任公司 | 25,219 | 5.02 | 7,868 | -37.44 | ||||
2025-08-06 | 13F | 荷兰集团 | 124,086 | 1.59 | 38,711 | -39.49 | ||||
2025-06-26 | NP | TSGMX - 泛美可持续增长股票 R6 | 252 | 4.13 | 104 | -21.37 | ||||
2025-08-14 | 13F | 伯克希尔哈撒韦公司 | 5,039,564 | 1,572,193 | ||||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 7,256 | 6.11 | 2,264 | -36.81 | ||||
2025-07-07 | 13F | RDA金融网络 | 10,108 | 8.90 | 3,153 | -35.14 | ||||
2025-08-19 | NP | DAVPX - 达文波特核心基金 | 111,311 | 51.37 | 34,726 | -9.84 | ||||
2025-07-29 | 13F | 特威迪·布朗有限公司 | 1,095 | 342 | ||||||
2025-08-11 | 13F | 花旗集团 | Put | 492,000 | 134.96 | 153,489 | 39.95 | |||
2025-07-24 | NP | FSHCX - 医疗保健服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 539,550 | 2.82 | 162,896 | -34.64 | ||||
2025-07-31 | 13F | LJI 财富管理有限责任公司 | 2,075 | 182.31 | 647 | 68.49 | ||||
2025-07-29 | 13F | 伯福德兄弟公司 | 3,039 | 0.96 | 948 | -39.85 | ||||
2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 42 | 82.61 | 13 | 8.33 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 54,376 | 40.99 | 16,964 | -16.02 | ||||
2025-07-29 | NP | BPLSX - Boston Partners 机构多头/空头股票基金 | 2,104 | 107.91 | 635 | 32.29 | ||||
2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 1,358 | 111.20 | 424 | 25.89 | ||||
2025-07-29 | NP | ACEIX - 景顺股票和收益基金 A 类 | 273,210 | 49.91 | 82,485 | -4.71 | ||||
2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 9,561 | 79.08 | 3,934 | 35.81 | ||||
2025-07-08 | 13F | 理查德·P·斯劳特联合公司 | 2,824 | 36.95 | 881 | -18.35 | ||||
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 | 984,846 | 1.34 | 307,242 | -39.64 | ||||
2025-07-24 | 13F | 支付宝证券公司 | 19 | 18.75 | 6 | -37.50 | ||||
2025-07-29 | 13F | 西德尔资产管理公司 | 6,511 | 20.73 | 2,031 | -28.08 | ||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 17,608 | 85.86 | 5,493 | 10.70 | ||||
2025-07-23 | 13F | 国民国家银行信托部 | 18,204 | 1.78 | 5,679 | -39.37 | ||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 10,338 | 437.04 | 3,225 | 219.94 | ||||
2025-08-14 | 13F | 阿博特财务管理公司 | 732 | 228 | ||||||
2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 706 | 7.13 | 220 | -36.05 | ||||
2025-07-22 | 13F | 简单财富有限责任公司 | 19,077 | 141.54 | 5,952 | 43.88 | ||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 11,793 | 36.08 | 3,679 | -18.95 | ||||
2025-07-07 | 13F | Rf&l 财富管理有限公司 | 5,300 | 130.43 | 1,653 | 37.29 | ||||
2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 2,278 | 19.96 | 711 | -28.57 | ||||
2025-07-21 | 13F | 交易所资本管理公司 | 838 | 1.82 | 261 | -39.44 | ||||
2025-08-11 | 13F | Trajan 财富有限责任公司 | 63,684 | 42.73 | 19,867 | -14.99 | ||||
2025-07-24 | 13F | 强塔咨询服务 | 21,778 | 2.79 | 6,794 | -38.88 | ||||
2025-08-18 | 13F | 雷克斯福德资本公司 | 1,491 | 465 | ||||||
2025-07-16 | 13F | MBE 财富管理有限责任公司 | 699 | 4.64 | 218 | -37.54 | ||||
2025-06-27 | NP | MPGVX - 蒙德里安全球股票价值基金 | 10,891 | 6.01 | 4,481 | -19.61 | ||||
2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 3,049 | 4.20 | 951 | -37.92 | ||||
2025-06-26 | NP | FTQGX - 富达专注股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 212,000 | 158.54 | 87,225 | 88.44 | ||||
2025-08-27 | NP | MGLBX - Marsico 全球基金 | 22,417 | 33.19 | 6,993 | -28.93 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 333,700 | 427.17 | 104,104 | 214.01 | |||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 467 | 2.64 | 146 | -39.08 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 213,300 | 85.48 | 66,543 | 10.48 | |||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 1,352,129 | 421,824 | ||||||
2025-07-15 | 13F | 决明资本合伙人有限责任公司 | 2,094 | 4.65 | 653 | -37.63 | ||||
2025-07-15 | 13F | 主流资本管理有限公司 | 3,235 | 1.28 | 1,009 | -39.65 | ||||
2025-07-21 | 13F | 成功的投资组合有限责任公司 | 1,311 | 19.73 | 409 | -28.80 | ||||
2025-07-31 | 13F | 奥本海默公司 | 56,542 | 9.23 | 17,639 | -34.94 | ||||
2025-08-04 | 13F | 巴克海特资本管理有限公司 | 15,764 | 7.47 | 4,918 | -35.99 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 4,600 | 109.09 | 1,435 | 24.57 | |||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 5,400 | 237.50 | 1,685 | 100.95 | |||
2025-07-10 | 13F | 沃伊萨德资产管理集团有限公司 | 1,163 | 44.65 | 363 | -14.01 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 11,455 | 341.60 | 3,574 | 163.11 | ||||
2025-08-13 | 13F | 平衡财富有限责任公司 | 1,002 | 22.49 | 313 | -27.10 | ||||
2025-06-30 | NP | DYLG - Global X Dow 30 备兑看涨期权和成长 ETF | 343 | 30.42 | 141 | -0.70 | ||||
2025-06-27 | NP | DALVX - Dunham 大盘价值基金 A 类 | 8,453 | 9.81 | 3,478 | -16.74 | ||||
2025-07-25 | 13F | 乌迪内财富管理有限公司 | 7,529 | 2,349 | ||||||
2025-08-08 | 13F | 第一西部信托银行 | 1,301 | 1.09 | 406 | -39.91 | ||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 136,936 | 40.87 | 42,720 | -16.09 | ||||
2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 67 | 34.00 | 36 | 28.57 | ||||
2025-07-24 | 13F | 汤普森投资管理公司 | 33,205 | 100.50 | 10,359 | 19.43 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 16,912 | 61.95 | 5,276 | -3.53 | ||||
2025-07-15 | 13F | 佩恩·戴维斯·麦克法兰公司 | 134,504 | 90.29 | 41,961 | 13.34 | ||||
2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 835 | 12.08 | 260 | -33.16 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 30,813 | 18.42 | 9,613 | -29.47 | ||||
2025-08-12 | 13F | 科瓦有限公司 | 926 | 289 | ||||||
2025-07-28 | NP | VAPPX - 资本增值基金 | 12,012 | 272.23 | 3,627 | 136.68 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 7,284 | 6.09 | 2,272 | -36.82 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 19,863 | 34.13 | 6,197 | -20.11 | ||||
2025-08-14 | 13F | 683 资本管理公司 | 55,500 | 6.73 | 17,314 | -36.43 | ||||
2025-08-14 | 13F | 天鹅资本有限责任公司 | 6 | 2 | ||||||
2025-07-23 | 13F | Tcfg 财富管理有限责任公司 | 661 | 0.76 | 206 | -39.94 | ||||
2025-08-29 | NP | BIAFX - Brown Advisory 灵活股票基金投资者股票 | 89,010 | 28.54 | 27,768 | -23.44 | ||||
2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 61,046 | 12.24 | 19,045 | -33.15 | ||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 12,113 | 68.54 | 3,779 | 0.40 | ||||
2025-07-08 | 13F | IAM 咨询有限责任公司 | 3,824 | 3.94 | 1,193 | -38.11 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 1,017,650 | 29.69 | 312,775 | -23.90 | ||||
2025-08-14 | 13F | 投资公司 | 30,236 | 225.99 | 9,433 | 94.19 | ||||
2025-08-15 | 13F | Audent 全球资产管理有限责任公司 | 5,300 | 1,653 | ||||||
2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 259 | 12.12 | 107 | -15.20 | ||||
2025-08-26 | NP | TRULX - T. Rowe Price 美国大盘核心基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 688,801 | 4.58 | 214,885 | -37.71 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 20,841 | 1.44 | 6,502 | -39.58 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 282 | 88 | ||||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 5,689 | 14.33 | 1,774 | -31.93 | ||||
2025-08-13 | 13F | 海维信基金 | 31,041 | 384.41 | 9,684 | 188.53 | ||||
2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 451,787 | 12.05 | 185,883 | -15.01 | ||||
2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 1,646 | 20.32 | 514 | -28.35 | ||||
2025-08-13 | 13F | StoneX集团公司 | 9,761 | 29.11 | 3,045 | -23.09 | ||||
2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | Put | 2,500 | 780 | |||||
2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | 6,223 | 1,941 | ||||||
2025-07-29 | 13F | 西姆斯投资管理有限公司 | 1,087 | 3.92 | 339 | -38.21 | ||||
2025-07-28 | NP | UDOW - ProShares UltraPro Dow30 | 67,616 | 1.09 | 20,414 | -35.74 | ||||
2025-08-07 | 13F | 威尔金斯投资顾问公司 | 2,860 | 892 | ||||||
2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 1,209 | 0.50 | 377 | -40.16 | ||||
2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 16,016 | 3.98 | 4,997 | -38.07 | ||||
2025-08-11 | 13F | 凯斯、斯坦奇和伍腾财富管理有限责任公司 | 1,392 | 77.10 | 434 | 5.60 | ||||
2025-07-29 | 13F | Arcus 资本合伙人有限责任公司 | 1,768 | 6.83 | 552 | -36.37 | ||||
2025-08-15 | NP | PY - 主要股东收益率指数 ETF | 7,174 | 277.38 | 2,238 | 130.96 | ||||
2025-08-08 | 13F | 安联保险 | 74,049 | 27.60 | 23,101 | -23.99 | ||||
2025-07-15 | 13F | 弗洛伊德金融集团有限公司 | 3,533 | 113.47 | 1,090 | 25.87 | ||||
2025-05-22 | NP | PENN SERIES FUNDS INC - 大型核心价值基金 | 6,943 | 13.71 | 3,636 | 17.75 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 6,016,401 | 1.05 | 1,876,937 | -39.81 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 263,248 | 6.41 | 82,125 | -36.62 | ||||
2025-08-14 | 13F | 沃特斯帕克森有限公司 | 1,700 | 50.98 | 530 | -10.02 | ||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 433 | 24.07 | 135 | -25.82 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 12,100 | 21.00 | 3,777 | -27.88 | |||
2025-07-25 | 13F | 萨瑟金融集团公司 | 20,585 | 1,252.50 | 6,422 | 705.65 | ||||
2025-08-14 | 13F | 农林中金银行 | 70,549 | 18.68 | 22,009 | -29.31 | ||||
2025-05-29 | NP | TGVFX - 成长机会基金 A 类 | 6,954 | 7.91 | 3,642 | 11.75 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 2,922 | 4.92 | 912 | -31.09 | ||||
2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 888 | 14.29 | 277 | -31.77 | ||||
2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 2,736 | 29.61 | 1,126 | 5.44 | ||||
2025-09-08 | 13F | 另类投资顾问有限责任公司。 | 4,038 | 1,260 | ||||||
2025-08-27 | NP | OFAFX - Olstein 全市值基金顾问级 | 25,000 | 75.44 | 7,799 | 4.50 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | 16,666 | 356.35 | 5,202 | 172.07 | ||||
2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 234 | 95.00 | 0 | -100.00 | ||||
2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 6,108 | 313.54 | 1,844 | 163.05 | ||||
2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁收入创造者投资组合初始类别 | 5,930 | 78.72 | 1,850 | 6.45 | ||||
2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 2,749 | 4.72 | 1,131 | -20.58 | ||||
2025-07-30 | 13F | Caliber Wealth Management,LLC/KS | 10,360 | 43.65 | 3,232 | -14.43 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 370 | 45.10 | 115 | -13.53 | ||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 22,543 | 53.75 | 7,033 | -8.43 | ||||
2025-07-29 | 13F | Woodard & Co 资产管理集团公司 /adv | 4,967 | 1,550 | ||||||
2025-08-08 | 13F | 富通集团顾问有限责任公司 | 8,562 | 202.22 | 2,137 | 44.03 | ||||
2025-08-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 股票和收益基金系列 I | 30,125 | 51.38 | 9,398 | -9.83 | ||||
2025-08-29 | NP | BAFE-布朗咨询灵活股票ETF | 113,547 | 51.65 | 35,423 | -9.67 | ||||
2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 3,710 | 10.35 | 1,157 | -34.26 | ||||
2025-07-16 | 13F | TCI 财富顾问公司 | Call | 100 | 31 | |||||
2025-08-28 | NP | Tekla 世界医疗保健基金 | 79,389 | 23.00 | 24,767 | -26.74 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 4,197 | 17.07 | 1,727 | -11.21 | ||||
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 487 | 2.31 | 152 | -39.36 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 140,800 | 554.88 | 43,925 | 290.10 | |||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 78,031 | 63.89 | 24,343 | -2.38 | ||||
2025-08-26 | NP | PRHSX - T. Rowe Price 健康科学基金公司 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 | 1,842,099 | 10.11 | 574,680 | -34.42 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 135,000 | 335.48 | 42,116 | 159.39 | |||
2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 4,819 | 1,503 | ||||||
2025-07-22 | 13F | MBL 财富有限责任公司 | 3,160 | 48.22 | 986 | -11.74 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | 68,839 | 21,476 | ||||||
2025-07-23 | 13F | 普佐·迈克尔·J | 16,653 | 4.19 | 5,195 | -37.94 | ||||
2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 1,711 | 8.02 | 534 | -35.71 | ||||
2025-07-24 | 13F | SLT控股有限公司 | 6,981 | 2.24 | 2,178 | -39.12 | ||||
2025-07-25 | 13F | 阿尔塔顾问有限公司 | 4,637 | 1.76 | 1,447 | -39.40 | ||||
2025-08-12 | 13F | 中心财富管理 | 53,109 | 1,344.36 | 13,324 | 592.16 | ||||
2025-07-22 | 13F | 回声财富管理有限责任公司 | 2,216 | 4.92 | 691 | -37.52 | ||||
2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 7,469 | 66.76 | 2,330 | -0.64 | ||||
2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 6,739 | 5.74 | 2,102 | -37.03 | ||||
2025-07-14 | 13F | 扎根财富顾问公司 | 1,890 | 105.88 | 575 | 19.09 | ||||
2025-08-14 | 13F | 阿卜迪尔资本顾问有限合伙人 | 286,929 | 89,513 | ||||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 2,002,400 | 162.16 | 624,689 | 56.16 | |||
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 | 55 | 22.22 | 23 | -8.33 | ||||
2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 417 | 21.93 | 130 | -26.97 | ||||
2025-08-13 | 13F | 精细财富管理公司 | 774 | 241 | ||||||
2025-08-14 | 13F | 格拉尼与金有限责任公司 | 74 | 23.33 | 23 | -25.81 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | 1,712,316 | 3,399.66 | 534,191 | 1,984.57 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 3,494,400 | 356.13 | 1,090,148 | 171.69 | |||
2025-06-17 | NP | CFVLX - 价值基金股票 | 9,500 | 3,909 | ||||||
2025-04-30 | 13F | 索福斯投资公司 | 120 | 5,900.00 | 63 | 6,100.00 | ||||
2025-07-10 | 13F | 高净值咨询集团有限责任公司 | 1,318 | 25.76 | 412 | -24.95 | ||||
2025-08-14 | 13F | 部门资产管理公司 | 16,745 | 29.86 | 5,224 | -22.66 | ||||
2025-07-09 | 13F | 新英格兰研究与管理公司 | 8,120 | 3 | ||||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 62,623 | 1.82 | 25,766 | -22.78 | ||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 23 | 7 | ||||||
2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 3,277 | 31.98 | 981 | -24.54 | ||||
2025-08-13 | 13F | 波士顿家族办公室有限公司 | 6,168 | 6.25 | 2 | -66.67 | ||||
2025-08-14 | 13F | 黑石集团公司 | 33,755 | 10,531 | ||||||
2025-07-31 | 13F | 哈特福德财务管理公司 | 5,942 | 30.11 | 1,854 | -22.50 | ||||
2025-08-11 | 13F | 塞泽特资本合伙公司 | 134,901 | 42,085 | ||||||
2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 5,259 | 29.06 | 1,641 | -23.15 | ||||
2025-08-14 | 13F | 长荣财富解决方案有限责任公司 | 868 | 19.39 | 271 | -28.95 | ||||
2025-04-28 | NP | MPAY - Akros 每月支付 ETF | 61 | 29 | ||||||
2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 1,270 | 3.34 | 396 | -38.41 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -2,658 | 500.00 | -829 | 257.33 | |||
2025-08-11 | 13F | Primecap 管理公司/ca/ | 336,782 | 2,528.03 | 105,066 | 1,465.56 | ||||
2025-08-07 | 13F | 杰克逊广场合作伙伴有限责任公司 | 7,971 | 2,487 | ||||||
2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 55 | 23 | ||||||
2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 1,574 | 2.27 | 491 | -39.08 | ||||
2025-08-13 | 13F/A | 克劳迪娅 Mp Batlle, Crp (r) Llc | 4,437 | 103.63 | 1,384 | 21.30 | ||||
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 | 6,157 | 16.52 | 1,921 | -30.61 | ||||
2025-08-06 | 13F | 方正金融证券有限公司 | 8,119 | 10.00 | 2,533 | -18.32 | ||||
2025-08-12 | 13F | 泛微咨询集团 | 929 | 82.87 | 290 | 8.65 | ||||
2025-07-16 | 13F | RWM 资产管理有限公司 | 989 | 132.71 | 309 | 38.74 | ||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 14,103 | 15.97 | 4,400 | -30.93 | ||||
2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 650 | 196 | ||||||
2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 1,573 | 11.88 | 491 | -33.42 | ||||
2025-08-14 | 13F | 科伊尔财务顾问有限责任公司 | 816 | 255 | ||||||
2025-05-29 | NP | JSGAX - 约翰汉考克美国质量增长基金 A 类 | 43,889 | 15.32 | 22,987 | 19.40 | ||||
2025-08-18 | NP | 太平洋精选基金 - 大盘价值投资组合 I 类 | 52,653 | 6.86 | 16,426 | -36.35 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -19 | -6 | |||||
2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - 贝莱德事件驱动股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,242 | 20,905 | ||||||
2025-07-31 | 13F | 三井住友信托控股公司 | 2,855,717 | 9.20 | 890,898 | -34.95 | ||||
2025-08-11 | 13F | 思维财富管理有限责任公司 | 1,526 | 22.77 | 476 | -26.88 | ||||
2025-08-12 | 13F | 迪恩投资有限公司 | 2,985 | 931 | ||||||
2025-07-29 | NP | JIAFX - 收益分配基金A类 | 253 | 5.86 | 76 | -32.74 | ||||
2025-07-15 | 13F | BigSur 财富管理有限责任公司 | 11,630 | 145.20 | 3,628 | 46.05 | ||||
2025-06-26 | NP | SRHQ - SRH 美国质量 ETF | 5,102 | 0.45 | 2,099 | -23.81 | ||||
2025-07-21 | 13F | ZWJ投资顾问公司 | 3,270 | 1.84 | 1,020 | -39.32 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 7,865 | 22.49 | 2,454 | -27.04 | ||||
2025-08-14 | 13F | 松港财富管理有限责任公司 | 759 | 237 | ||||||
2025-07-29 | 13F | 纬度顾问有限责任公司 | 1,281 | 2.40 | 400 | -39.08 | ||||
2025-08-11 | 13F | 艾睿金融公司 | 5,048 | 16.69 | 1,575 | -30.51 | ||||
2025-07-22 | 13F | 全球资产咨询有限责任公司 | 5,325 | 66.46 | 1,737 | -1.42 | ||||
2025-08-07 | 13F | 蒂尔曼·哈特利有限责任公司 | 1,065 | 3.40 | 332 | -38.40 | ||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 74,884 | 3.48 | 22,608 | -34.22 | ||||
2025-07-16 | 13F | 财富集团有限公司 | 1,803 | 7.45 | 562 | -35.99 | ||||
2025-07-22 | 13F | 普利茅斯信托有限公司 | 8,435 | 3.37 | 2,631 | -38.43 | ||||
2025-04-22 | 13F | 沈氏金融集团 | 4,471 | 18.88 | 2,342 | 23.08 | ||||
2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 109,161 | 42.66 | 34,055 | -15.02 | ||||
2025-08-27 | NP | CFIMX - Clipper 基金信托 | 73,910 | 23,058 | ||||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 2,995 | 4.43 | 934 | -37.82 | ||||
2025-08-14 | 13F | 坎托·菲茨杰拉德,LP | 1,942 | 606 | ||||||
2025-07-30 | NP | Connors Funds - Connors 对冲股票基金机构类别 | 3,000 | 233.33 | 906 | 106.62 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 51,501 | 24.97 | 16,067 | -19.97 | ||||
2025-07-02 | 13F | 资本市场策略有限责任公司 | 1,924 | 16.68 | 600 | -30.48 | ||||
2025-08-28 | NP | XHS - SPDR(R) S&P(R) 医疗保健服务 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 | 5,263 | 52.95 | 1,642 | -8.93 | ||||
2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 107,500 | 19.18 | 33,537 | -29.01 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 760 | 237 | ||||||
2025-08-27 | NP | USBOX - 梨树质量基金普通股 | 26,691 | 15.34 | 8,327 | -31.30 | ||||
2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 822,867 | 47.49 | 256,710 | -12.15 | ||||
2025-08-07 | 13F | Montag A & Associates 公司 | 10,888 | 6.43 | 3,397 | -36.61 | ||||
2025-07-24 | 13F | KFA 私人财富集团有限责任公司 | 782 | 33.90 | 244 | -20.26 | ||||
2025-08-14 | 13F | LWM 咨询服务有限公司 | 751 | 7.75 | 234 | -35.71 | ||||
2025-07-25 | NP | ABVAX - AB 价值基金 A 类 | 38,242 | 24.06 | 11,546 | -21.15 | ||||
2025-08-14 | 13F | 索罗斯基金管理公司 | 100,000 | 40.65 | 31,197 | -16.22 | ||||
2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 866 | 14.55 | 261 | -27.30 | ||||
2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 5,486 | 20.44 | 1,712 | -28.26 | ||||
2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 129,213 | 3.73 | 40,311 | -38.21 | ||||
2025-08-08 | 13F | IMA 财富公司 | 5,024 | 33.19 | 1,567 | -20.66 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,153,809 | 23.91 | 359,954 | -26.19 | ||||
2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 1,147 | 23.33 | 358 | -26.69 | ||||
2025-08-01 | 13F | 整体投资顾问公司 | 1,054 | 21.29 | 329 | -27.75 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Call | 12,700 | 3,962 | |||||
2025-07-14 | 13F | E&G 顾问有限合伙人 | 2,933 | 0.17 | 915 | -40.31 | ||||
2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 1,552 | 34.72 | 484 | -19.73 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 544,000 | 5,451.02 | 169,712 | 3,206.92 | |||
2025-07-17 | 13F | 格里森集团公司 | 91 | 1.11 | 28 | -40.43 | ||||
2025-08-12 | 13F | 马斯科资本管理有限公司 | 221,294 | 69,037 | ||||||
2025-08-11 | 13F | 经验金融有限责任公司 | 34,763 | 8.05 | 10,845 | -35.64 | ||||
2025-08-14 | 13F | Mission Creek 资本合伙公司 | 657 | 4.12 | 205 | -38.18 | ||||
2025-07-30 | 13F | 资本财富联盟有限责任公司 | 882 | 275 | ||||||
2025-08-06 | 13F | 遗产财富管理有限公司/ID | 508 | 504.76 | 159 | 267.44 | ||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 1,972 | 30.60 | 1,033 | 35.26 | ||||
2025-08-04 | 13F | 双城私人财富有限责任公司 | 1,274 | 5.99 | 398 | -36.88 | ||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 16,164 | 4.36 | 5,043 | -37.85 | ||||
2025-08-14 | 13F | 长焦点资本管理有限公司 | 52,000 | 16,222 | ||||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 756,506 | 9,239.58 | 236,007 | 5,463.58 | ||||
2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 3,755 | 32.45 | 1,134 | -15.82 | ||||
2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 19,300 | 6,021 | ||||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 187,467 | 1.13 | 77,131 | -23.30 | ||||
2025-04-30 | 13F | TradeWell 证券有限责任公司 | 659 | 0.46 | 345 | 4.23 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -5,468 | 43.29 | -1,706 | -14.66 | |||
2025-07-18 | 13F | 鹰资本管理有限责任公司 | 14,088 | 3.79 | 4 | -42.86 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 95,889 | 12.53 | 29,914 | -32.97 | ||||
2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 813 | 427.92 | 254 | 181.11 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 2,491 | 11.80 | 752 | -28.92 | ||||
2025-06-30 | NP | BDIV - AAM BRENTVIEW 股息增长 ETF | 280 | 66.67 | 115 | 26.37 | ||||
2025-07-16 | 13F | LS 投资顾问有限责任公司 | 1,410 | 6.42 | 440 | -36.65 | ||||
2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 1,545 | 30.27 | 482 | -22.38 | ||||
2025-07-30 | 13F | Greatmark 投资伙伴公司 | 810 | 10.20 | 253 | -34.37 | ||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 6,327 | 5.57 | 1,974 | -37.13 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 11,616 | 2.95 | 3,624 | -38.69 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 115,947 | 7.87 | 47,705 | -18.18 | ||||
2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 2,046 | 19.02 | 638 | -29.11 | ||||
2025-07-23 | 13F | 海山金融集团公司 | 818 | 4.74 | 255 | -37.65 | ||||
2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 48,213 | 2.89 | 15,041 | -38.72 | ||||
2025-08-13 | 13F | 卢米尼斯特资本有限公司 | 442 | 5.49 | 144 | -33.94 | ||||
2025-07-07 | 13F | 威尔逊和鲍彻资本管理有限责任公司 | 2,710 | 7.37 | 845 | -36.03 | ||||
2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 10,120 | 29.11 | 3,157 | -23.08 | ||||
2025-07-09 | 13F | 捷克国家银行 | 221,726 | 4.90 | 69,172 | -37.52 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 2,046,581 | 9.10 | 638,472 | -35.01 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 364 | 94.65 | 113 | 15.31 | ||||
2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 4,084 | 64.68 | 1,274 | -1.85 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1,185 | 1.28 | 387 | -41.95 | ||||
2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 22,921 | 548.40 | 7,151 | 286.28 | ||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 352 | 6.34 | 110 | -36.99 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 90,883 | 17.96 | 28,353 | -13.26 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 59,368 | 0.24 | 24,426 | -23.97 | ||||
2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 720 | 60.00 | 296 | 21.31 | ||||
2025-07-25 | 13F | PrairieView 合作伙伴有限责任公司 | 1,506 | 10.17 | 0 | |||||
2025-08-12 | 13F | 神秘资产管理公司 | 5,114 | 252.69 | 1,595 | 110.14 | ||||
2025-07-15 | 13F | DSG资本顾问有限公司 | 62,692 | 23.04 | 19,558 | -26.71 | ||||
2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 248,471 | 14.57 | 75,016 | -27.17 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 47 | 193.75 | 15 | 75.00 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 670,900 | 2,881.78 | 209,301 | 1,676.14 | |||
2025-08-06 | 13F | 峰会财富与退休规划公司 | 937 | 292 | ||||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 179,381 | 1.07 | 54,157 | -35.76 | ||||
2025-04-17 | 13F | 蒙特西托银行与信托 | 3,414 | 7.49 | 1,788 | 11.33 | ||||
2025-07-21 | 13F | 巴雷特公司 | 1,181 | 28.51 | 368 | -23.49 | ||||
2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 90 | 4.65 | 37 | -19.57 | ||||
2025-08-14 | 13F | 公共投资基金 | Call | 992,400 | 763.71 | 309,599 | 414.47 | |||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 218,950 | 7.09 | 90,085 | -18.78 | ||||
2025-08-13 | 13F | 世代资本管理有限公司 | 2,471 | 771 | ||||||
2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 125 | 0.81 | 65 | 4.84 | ||||
2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 17,223 | 9.16 | 7,086 | -17.21 | ||||
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 | 20,460 | 5.87 | 6,383 | -36.94 | ||||
2025-07-08 | 13F | 劳氏财富顾问有限责任公司 | 100 | 2.04 | 31 | -39.22 | ||||
2025-08-13 | 13F | BLI - 卢森堡投资银行 | 107,530 | 0.96 | 33,230 | -39.43 | ||||
2025-05-27 | NP | BUFEX - 布法罗大盘基金投资者类别 | 1,670 | 169.35 | 875 | 179.23 | ||||
2025-08-04 | 13F | 遗产投资者管理公司 | 79,403 | 6.66 | 25 | -36.84 | ||||
2025-07-22 | NP | GDOC - 高盛未来医疗保健股票 ETF | 3,264 | 47.56 | 985 | -6.19 | ||||
2025-08-14 | 13F | IHT 财富管理有限责任公司 | 11,392 | 2.01 | 3,554 | -38.95 | ||||
2025-08-13 | 13F | 独立家族办公室有限责任公司 | 690 | 16.95 | 215 | -30.42 | ||||
2025-07-09 | 13F | Epiq 合作伙伴有限公司 | 3,550 | 77.50 | 1,107 | 5.73 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 1 | 0 | ||||||
2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | Call | 234,000 | 73 | |||||
2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,001 | 48.49 | 20,984 | 12.62 | ||||
2025-08-26 | NP | 机构投资策略基金 | 67 | 8.06 | 21 | -37.50 | ||||
2025-08-13 | 13F | RFP 金融集团有限责任公司 | 1,529 | 0.26 | 477 | -40.35 | ||||
2025-07-17 | 13F | 奥克沃斯资本公司 | 7,249 | 59.32 | 2,261 | -5.12 | ||||
2025-08-05 | 13F | TSFG有限公司 | 572 | 10.00 | 0 | |||||
2025-08-26 | NP | MPGFX - Mais & Power 增长基金 | 708,583 | 22.59 | 221,057 | -26.98 | ||||
2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 2,586 | 0.04 | 807 | -40.43 | ||||
2025-04-29 | NP | TMFC - Motley Fool 100 指数 ETF | 46,239 | 14.77 | 21,962 | -10.67 | ||||
2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 10,360 | 4.87 | 3,232 | -37.53 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,471 | 19.84 | 771 | -28.64 | ||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 100 | 31 | |||||
2025-08-07 | 13F | 工厂互助保险公司 | 212,400 | 9.15 | 66,262 | -34.99 | ||||
2025-08-08 | 13F | 认可投资者公司 | 9,461 | 4.37 | 2,952 | -37.83 | ||||
2025-08-14 | 13F | 南岸银行 | 2,647 | 1.19 | 826 | -39.78 | ||||
2025-07-16 | 13F | 牛顿一投资有限责任公司 | 614 | 0.66 | 192 | -40.13 | ||||
2025-08-18 | NP | 太平洋精选基金 - 价值优势投资组合 I 类 | 23,768 | 36.14 | 7,415 | -18.91 | ||||
2025-08-07 | 13F | 旗舰财富顾问有限公司 | 66 | 288.24 | 21 | 150.00 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 518 | 147.85 | 162 | 47.71 | ||||
2025-08-04 | 13F | 克利尔投资研究有限公司 | 87 | 6.10 | 27 | -37.21 | ||||
2025-08-14 | 13F | 泛美金融顾问公司 | 3,539 | 29.16 | 1,104 | 110,200.00 | ||||
2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 1,364 | 426 | ||||||
2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 4,329 | 17.73 | 1,351 | -29.87 | ||||
2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 7,609 | 4.91 | 3,131 | -20.44 | ||||
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 | 29,646 | 40.47 | 12,198 | 12.94 | ||||
2025-08-12 | 13F | 指娱天地管理有限公司 | 9,098 | 1,122.85 | 2,838 | 629.56 | ||||
2025-08-14 | 13F | Clg有限责任公司 | 1,655 | 9.39 | 516 | -34.85 | ||||
2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 1,406 | 20.38 | 439 | -28.31 | ||||
2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 2,768 | 17.94 | 864 | -29.78 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 169,520 | 22.07 | 52,885 | -27.29 | ||||
2025-04-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 7,084 | 30.05 | 3,365 | 1.23 | ||||
2025-07-25 | NP | ILGGX - 哥伦比亚综合大盘成长基金机构类 | 7,528 | 148.53 | 2,273 | 58.00 | ||||
2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 2,412 | 180.47 | 753 | 67.11 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 22,816 | 28.95 | 7,118 | -23.19 | ||||
2025-07-28 | 13F | J.Safra资产管理公司 | 1,373 | 23.03 | 424 | -27.40 | ||||
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 | 35 | 16.67 | 14 | -12.50 | ||||
2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,562,131 | 21.82 | 1,423,248 | -27.44 | ||||
2025-08-28 | NP | TWEIX - 股票收益基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 221,147 | 67.10 | 68,991 | -0.47 | ||||
2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 11,970 | 52.08 | 3,734 | -9.41 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 103,200 | 503.51 | 32,195 | 259.48 | |||
2025-07-29 | 13F | 阿恩霍德有限责任公司 | 73,213 | 52.33 | 22,840 | -9.26 | ||||
2025-08-14 | 13F | 永久资本有限合伙人 | 6,537 | 162.21 | 2,039 | 56.25 | ||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 204 | 107 | ||||||
2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 17,509 | 162.11 | 5,462 | 56.15 | ||||
2025-07-25 | 13F | 康科德资产管理有限公司/VA | 5,137 | 0.04 | 1,603 | -27.08 | ||||
2025-07-30 | NP | ALSMX - Archer 多股基金 | 328 | 43.86 | 99 | -8.33 | ||||
2025-07-23 | 13F | 登普兹·南希·E | 8,760 | 3.84 | 2,733 | -38.16 | ||||
2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 7,700 | 1.32 | 2,325 | -35.61 | ||||
2025-05-22 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 3,951 | 14.99 | 2,069 | 19.04 | ||||
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 | 7,355 | 5.06 | 3,026 | -20.31 | ||||
2025-08-13 | 13F | 史密斯摩尔公司 | 2,368 | 6.57 | 739 | -36.54 | ||||
2025-07-07 | 13F | 纪律财富解决方案有限责任公司 | 1,116 | 2.20 | 348 | -39.05 | ||||
2025-08-14 | 13F | HRT金融有限责任公司 | 66,000 | 180.85 | 21 | 66.67 | ||||
2025-08-06 | 13F | 加里森点顾问有限公司 | 2,731 | 4.20 | 852 | -37.97 | ||||
2025-08-08 | 13F | 帕拉贡资本管理有限公司 | 5,195 | 1,621 | ||||||
2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 84,821 | 26,462 | ||||||
2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,322,271 | 8.67 | 399,207 | -30.93 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | 30 | 16 | ||||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 400 | 210 | |||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 1,461,464 | 5.62 | 455,933 | -37.09 | ||||
2025-07-21 | 13F | Ameriflex 集团公司 | 1,938 | 4.98 | 587 | -39.34 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 1,400 | 733 | |||||
2025-08-05 | 13F | RiverGlades 家族办公室有限责任公司 | 1,800 | 12.50 | 562 | -33.05 | ||||
2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 35,624 | 11,114 | ||||||
2025-07-30 | 13F | 平行顾问有限责任公司 | 5,102 | 0.45 | 1,592 | -40.19 | ||||
2025-08-05 | 13F | 托丽有限公司 | 49,337 | 126.34 | 15,392 | 34.82 | ||||
2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 3,018 | 35.82 | 1,581 | 40.57 | ||||
2025-07-09 | 13F | 灯塔金融集团 | 2,646 | 2.12 | 826 | -39.16 | ||||
2025-07-22 | 13F | Gsa资本合伙公司 | 6,839 | 118.71 | 2 | 100.00 | ||||
2025-08-14 | 13F | 伦敦资本资产管理有限公司 | 118,494 | 35.59 | 36,961 | -19.25 | ||||
2025-08-06 | 13F | ZEGA 投资有限责任公司 | 10,654 | 5.80 | 3,324 | -36.99 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 4,456,674 | 4.70 | 1,390 | -37.64 | ||||
2025-07-15 | 13F | 肯塔基信托公司 | 143 | 53.76 | 45 | -8.33 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Put | 265,700 | 83 | |||||
2025-08-06 | 13F | 石屋投资管理有限公司 | 609 | 89.13 | 190 | 13.10 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 1,414,934 | 64.68 | 441,415 | -1.91 | ||||
2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 1,363 | 425 | ||||||
2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 3,698 | 27.04 | 1,167 | -24.82 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Call | 599,900 | 11,898.00 | 187 | 9,250.00 | |||
2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 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 | 316,900 | 582.18 | 98,863 | 320.71 | ||||
2025-06-30 | NP | VADGX - Vanguard Advice 选择股息增长基金 Admiral Shares | 47,942 | 16.66 | 19,725 | -11.52 | ||||
2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 587 | 12.88 | 242 | -14.54 | ||||
2025-08-13 | 13F | 新斯科舍银行 | Put | 2,000 | 624 | |||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 202 | 197.06 | 63 | 80.00 | ||||
2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 33,424 | 5.46 | 10,427 | -37.18 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 237,064 | 9.98 | 97,538 | -16.59 | ||||
2025-08-15 | 13F | Binnacle投资公司 | 383 | 185.82 | 119 | 70.00 | ||||
2025-08-12 | 13F/A | 罗维达顾问公司 | 15,000 | 4,677 | ||||||
2025-08-05 | 13F | 使命财富管理有限公司 | Call | 62 | ||||||
2025-08-14 | 13F | 桥前资本有限责任公司 | 2,106 | 657 | ||||||
2025-05-29 | NP | OSTVX - 奥斯特韦斯战略投资基金投资者类别 | 7,648 | 27.25 | 4,006 | 31.74 | ||||
2025-08-05 | 13F | 使命财富管理有限公司 | Put | 624 | 499.04 | |||||
2025-06-25 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 1,030 | 70.25 | 424 | 28.96 | ||||
2025-08-25 | NP | DSTL - 美国馏分油基本稳定和价值 ETF | 137,490 | 9.13 | 42,893 | -35.00 | ||||
2025-08-12 | 13F | 农民国家银行 | 10,672 | 35.91 | 3,329 | -19.04 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 1,600 | 0 | |||||
2025-07-23 | 13F | 伍德信托金融公司 | 24,417 | 1.24 | 8 | -41.67 | ||||
2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 2,081 | 14.40 | 649 | -31.83 | ||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 789,887 | 325.17 | 246,421 | 153.25 | ||||
2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,491 | 78.04 | 5,281 | 13.16 | ||||
2025-08-14 | 13F | 范登伯格管理公司 | 18,843 | 87.49 | 5,878 | 11.69 | ||||
2025-08-14 | 13F | 探索资本管理有限公司/CT | 84,100 | 13.01 | 26,237 | -32.69 | ||||
2025-07-17 | 13F | 非凡美分投资有限责任公司 | 2,395 | 12.18 | 747 | -33.18 | ||||
2025-08-05 | 13F | iA全球资产管理公司 | 373,821 | 65.61 | 117 | -1.69 | ||||
2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 11,328 | 4,720.43 | 3,534 | 2,772.36 | ||||
2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 41,095 | 13.78 | 12,821 | -32.23 | ||||
2025-08-11 | 13F | 忠利投资管理有限公司 | 8,126 | 55.64 | 2,532 | -7.43 | ||||
2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 136 | 22.52 | 42 | -27.59 | ||||
2025-07-24 | 13F | PDS 规划公司 | 5,285 | 9.99 | 1,649 | -34.50 | ||||
2025-08-07 | 13F | 艾伦投资管理有限公司 | 1,262,492 | 22.46 | 393,860 | -27.06 | ||||
2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 36,200 | 277.08 | 11,293 | 124.60 | |||
2025-08-25 | NP | 美国互助投资公司 - 综合基金类别 | 4,576 | 40.54 | 1,428 | -16.30 | ||||
2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 663 | 207 | ||||||
2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 3,315 | 1,034 | ||||||
2025-07-21 | 13F | 格拉西投资管理公司 | 1,517 | 12.37 | 0 | |||||
2025-07-07 | 13F | OMNI 360 财富公司 | 868 | 0.46 | 271 | -40.27 | ||||
2025-07-30 | NP | LGRO - 四级大盘成长主动型 ETF | 4,129 | 3.90 | 1,247 | -33.97 | ||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 111 | 6.73 | 46 | -19.64 | ||||
2025-07-23 | 13F | 莫顿资本管理有限责任公司/加利福尼亚州 | 660 | 69.23 | 206 | 0.49 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 89,029 | 103.69 | 27,774 | 21.33 | ||||
2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 87,748 | 5.02 | 27,375 | -37.45 | ||||
2025-08-04 | 13F | 尤贝尔·布雷迪和萨特曼资产管理公司 | 1,087 | 15.88 | 0 | |||||
2025-08-14 | 13F | 特立独行资本有限公司 | 226,153 | 53.93 | 70,553 | -8.31 | ||||
2025-08-14 | 13F | 资本与规划有限责任公司 | 4,023 | 39.74 | 1,255 | -16.84 | ||||
2025-08-08 | 13F | 创意策划 | Call | 100 | 3 | |||||
2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 28 | 12.00 | 9 | -38.46 | ||||
2025-07-10 | 13F | 社区信托投资公司 | 61,680 | 4.22 | 19,242 | -37.93 | ||||
2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 8,986 | 84.14 | 2,803 | 9.71 | ||||
2025-08-26 | NP | FMSGX - Frontier MFG 全球可持续基金机构类别股票 | 3,612 | 60.82 | 1,127 | -4.25 | ||||
2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 8,769 | 42.77 | 2,736 | -14.96 | ||||
2025-07-21 | 13F | 柯伦金融合作伙伴有限责任公司 | 962 | 27.25 | 300 | -24.24 | ||||
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 | 11,610,452 | 0.73 | 3,505,312 | -35.97 | ||||
2025-06-26 | NP | FFLV - 富达基本面大盘价值 ETF | 293 | 96.64 | 121 | 50.00 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 126,845 | 42.74 | 39,572 | -14.98 | ||||
2025-05-27 | NP | BHCFX - 男爵医疗保健基金 | 35,000 | 7.69 | 18,331 | 11.50 | ||||
2025-08-06 | 13F | 攀登者资本公司 | 767 | 238 | ||||||
2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 508 | 504.76 | 159 | 259.09 | ||||
2025-07-23 | 13F | 资本管理联营公司 | 5,390 | 1,682 | ||||||
2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 17,128 | 0.54 | 5,343 | -40.11 | ||||
2025-07-30 | 13F | 格林纳普街财富管理有限公司 | 4,674 | 5.46 | 1,458 | -37.18 | ||||
2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 9,613,394 | 3.37 | 3,955,335 | -21.60 | ||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 5,186 | 44.82 | 1,566 | -7.94 | ||||
2025-08-12 | 13F | XTX Topco有限公司 | 9,595 | 2,993 | ||||||
2025-08-05 | 13F | 杰赛普财富管理公司 | 6,449 | 1.56 | 2,012 | -39.52 | ||||
2025-07-15 | 13F | 聚焦财富管理公司 | 2,581 | 419.32 | 805 | 209.62 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 17,018 | 39.27 | 5,309 | -17.03 | ||||
2025-08-19 | 13F | Liontrust Investment Partners LLP | 41,472 | 7.89 | 12,938 | -35.73 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 138,189 | 3.18 | 43,111 | -38.54 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 29,866 | 13.33 | 9,317 | -30.11 | ||||
2025-08-14 | 13F | 皂石管理有限公司 | 8,500 | 2,652 | ||||||
2025-08-14 | 13F | 皇家资本财富管理有限公司 | 6,451 | 0.33 | 2,013 | -40.24 | ||||
2025-07-07 | 13F | 赛勒恩投资管理有限公司 | 392,681 | 49.25 | 122,505 | -11.10 | ||||
2025-08-26 | NP | BGIG - Bahl & Gaynor 收入增长 ETF | 13,856 | 4,323 | ||||||
2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 2,956 | 2.32 | 1 | -100.00 | ||||
2025-08-13 | 13F | 布朗咨询公司 | 802,808 | 15.18 | 250,452 | -31.39 | ||||
2025-06-26 | NP | LHCAX - 阿贝特勋爵医疗保健基金 A 级 | 417 | 38.08 | 172 | 4.91 | ||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 14,384 | 208.80 | 4,487 | 83.97 | ||||
2025-08-12 | 13F | 自由格列佛有限公司 | Call | 100 | 31 | |||||
2025-05-27 | NP | USSE - Segall Bryant & Hamill 精选股票 ETF | 21,185 | 0.13 | 11,096 | 3.67 | ||||
2025-07-23 | 13F | 安全退休顾问有限责任公司 | 7,106 | 139.91 | 2,217 | 42.88 | ||||
2025-06-30 | NP | 北极光基金信托 II - PeakShares 行业轮动 ETF | 775 | 165.41 | 234 | 68.84 | ||||
2025-08-04 | 13F | 墨菲波拉德资产管理有限责任公司 | 4,425 | 21.77 | 1,380 | -27.48 | ||||
2025-08-13 | 13F | 劳尔财富有限责任公司 | 1,202 | 303 | ||||||
2025-07-22 | 13F | 综合财务顾问机构有限公司 | 6,836 | 59.12 | 2,133 | -5.24 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 39,046 | 1.98 | 16,065 | -22.65 | ||||
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 | 3,983 | 7.88 | 1,243 | -35.75 | ||||
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 | 8,718 | 2.47 | 2,720 | -38.98 | ||||
2025-08-28 | NP | Elevation Series Trust - Opal股息收入ETF | 29,455 | 9,189 | ||||||
2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 8,703 | 43.52 | 3,581 | 8.85 | ||||
2025-08-25 | NP | HADAX - 哈特福德平衡 Hls 基金 Ia | 63,723 | 12.06 | 19,880 | -33.25 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 7,897 | 2,464 | ||||||
2025-08-12 | 13F | 贝莱德公司 | 75,312,087 | 1.38 | 23,495,112 | -39.62 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 5,790 | 48.88 | 1,806 | -11.30 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪大型公司价值基金标准 II 类 | 4,267 | 92.12 | 1,331 | 14.45 | ||||
2025-07-18 | 13F | 自由资本管理公司 | 14,780 | 5.17 | 4,611 | -37.36 | ||||
2025-07-23 | 13F | 增值金融有限责任公司 | 1,105 | 24.30 | 345 | -26.02 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 254 | 79 | ||||||
2025-08-13 | 13F | Westerkirk资本公司 | 23,568 | 7,353 | ||||||
2025-06-24 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 30,496 | 70.24 | 12,547 | 29.11 | ||||
2025-07-01 | 13F | 卡伦投资集团有限公司 | 15,376 | 45.48 | 4,797 | -13.35 | ||||
2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 1,081 | 2.85 | 337 | -45.20 | ||||
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 | 112,680 | 7.47 | 34,019 | -31.69 | ||||
2025-07-22 | 13F | 华威投资管理公司 | 742 | 25.34 | 231 | -25.48 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘价值投资组合 A 类 | 127,737 | 4.03 | 39,850 | -38.03 | ||||
2025-07-17 | 13F | Enclave 顾问有限公司 | 3,299 | 5.47 | 1,029 | -37.18 | ||||
2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 8,837 | 114.28 | 2,668 | 36.21 | ||||
2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 191 | 1.06 | 60 | -40.40 | ||||
2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 576,448 | 19.99 | 179,745 | -28.56 | ||||
2025-08-14 | 13F | 马拉松资产管理公司 | 2,500 | 780 | ||||||
2025-07-30 | NP | ARSKX - 阿切尔股票基金 | 1,280 | 18.52 | 386 | -24.61 | ||||
2025-08-14 | 13F | PFM 健康科学,LP | Put | 65,000 | 20,278 | |||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 92,700 | 308.37 | 1 | 0.00 | |||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 11,354 | 1.29 | 3,542 | -39.66 | ||||
2025-08-26 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 230,191 | 19.59 | 71,813 | -28.77 | ||||
2025-08-14 | 13F | 蓝冠资本管理有限公司 | 137,591 | 42,924 | ||||||
2025-06-24 | NP | SWANX - 嘉信核心股票基金 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 | 73,611 | 494.98 | 30,287 | 333.71 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 58,667 | 26.75 | 14,354 | -40.79 | ||||
2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | 4,640 | 3.78 | 1,448 | -38.19 | ||||
2025-08-20 | NP | HWGIX - Hotchkis & Wiley 全球价值基金 I 类 | 1,300 | 406 | ||||||
2025-08-18 | 13F | 惠灵顿资本管理公司 | 1,097 | 0 | ||||||
2025-08-13 | 13F | 咨询财富管理公司 | 241 | 26.18 | 75 | -25.00 | ||||
2025-08-11 | 13F | 凯龙资本管理有限公司 | 4,140 | 902.42 | 1,292 | 497.69 | ||||
2025-08-28 | NP | TWVLX - 价值基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,715 | 22,061 | ||||||
2025-07-14 | 13F | 清港资产管理有限责任公司 | 13,785 | 53.99 | 4,301 | -8.28 | ||||
2025-08-12 | 13F | 国家信托银行 | 113,432 | 0.41 | 35,387 | -40.19 | ||||
2025-08-04 | 13F | 现场和主要银行 | 10,877 | 0.31 | 3,393 | -40.24 | ||||
2025-06-26 | NP | FWWFX - 富达环球基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 109,000 | 541.18 | 44,847 | 367.34 | ||||
2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 34,557 | 2.64 | 14,218 | -22.15 | ||||
2025-06-30 | NP | VAGVX - Vanguard Advice Select 全球价值基金 Admiral Shares | 36,254 | 14,916 | ||||||
2025-06-26 | NP | FOCPX - 富达场外交易投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 330,700 | 136,063 | ||||||
2025-07-23 | 13F | 科恩资本管理公司 | 50,417 | 0.95 | 15,729 | -39.87 | ||||
2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 1,057 | 65.41 | 330 | -1.50 | ||||
2025-07-17 | 13F | Cyr Financial Inc. | 1,942 | 22.45 | 606 | -27.11 | ||||
2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 63,476 | 6.13 | 26,117 | -19.51 | ||||
2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 3,010 | 147.33 | 939 | 47.41 | ||||
2025-08-15 | 13F/A | 乐天证券公司 | 8,819 | 1,293.21 | 2,751 | 731.12 | ||||
2025-07-10 | 13F | 天空投资集团有限责任公司 | 14,324 | 7.00 | 4,469 | -36.27 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - Invesco Comstock 投资组合 A 类 | 37,979 | 14.93 | 11,848 | -31.54 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 365,617 | 5.70 | 114,062 | -37.04 | ||||
2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 24,898 | 3.41 | 7,767 | -38.41 | ||||
2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 1,651 | 107.93 | 515 | 23.80 | ||||
2025-07-29 | 13F | 诺瓦资本管理有限公司 | 53,507 | 15.48 | 16,693 | -31.21 | ||||
2025-08-14 | 13F | 游戏溪资本有限合伙人 | 7,450 | 2,324 | ||||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 62,694 | 19,559 | ||||||
2025-08-12 | 13F | 博雷尔资本管理有限公司 | 2,340 | 730 | ||||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 27,465 | 30.61 | 8,568 | -22.20 | ||||
2025-08-14 | 13F | 韦斯资产管理有限公司 | 21,210 | 237.58 | 6,617 | 108.18 | ||||
2025-07-30 | 13F | 盖布尔斯资本管理公司 | 4,065 | 219.83 | 1,268 | 90.68 | ||||
2025-05-27 | NP | GEIZX - 成长股票指数基金投资者 | 738 | 7.58 | 387 | 11.24 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 112 | 75.00 | 35 | 3.03 | ||||
2025-07-22 | 13F | PUREfi 财富有限责任公司 | 1,653 | 138.87 | 516 | 42.27 | ||||
2025-07-24 | 13F | Brücke Financial, Inc. | 1,280 | 13.17 | 399 | -14.19 | ||||
2025-08-13 | 13F | 蓝鳍资本公司 | 16,720 | 2.46 | 5,216 | -36.81 | ||||
2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 3,092 | 102.75 | 965 | 20.80 | ||||
2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 910,560 | 284,076 | ||||||
2025-07-23 | 13F | 诺蒂斯·麦康纳蒂·爱德华 | 8,837 | 11.92 | 2,757 | -33.35 | ||||
2025-07-16 | 13F | 卡哈巴财富管理公司 | 1,372 | 0.66 | 428 | -40.11 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc(d/b/a Bay Colony Advisors) | 5,098 | 41.89 | 1,591 | -14.24 | ||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 4,167 | 13.79 | 1,300 | -32.24 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 107,700 | 400.93 | 33,599 | 198.39 | |||
2025-08-13 | 13F | 正交资本有限公司 | 568,869 | 6,493.29 | 177,328 | 3,823.16 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 126,982 | 225.13 | 39,615 | 93.66 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 135,300 | 316.31 | 42,210 | 147.98 | |||
2025-08-27 | NP | VANGUARD 可变保险基金 - 多元化价值投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,918 | 10.43 | 11,205 | -34.23 | ||||
2025-08-04 | 13F | 西弗森斯特雷格公司 | 2,905 | 227.88 | 906 | 95.26 | ||||
2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 2,622 | 4.84 | 792 | -33.36 | ||||
2025-07-09 | 13F | 定义财富管理有限公司 | 3,369 | 2.03 | 1,051 | -39.21 | ||||
2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 6,979 | 12.56 | 2,107 | -28.43 | ||||
2025-08-14 | 13F | 艾尔伍德资本合伙公司 | 35,028 | 86.23 | 10,928 | 10.92 | ||||
2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 2,363 | 884.58 | 737 | 489.60 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 20,105 | 23.42 | 6,272 | -26.48 | ||||
2025-08-14 | 13F | 艾尔伍德资本合伙公司 | Put | 32,500 | 18,471.43 | 10,139 | 10.63 | |||
2025-07-31 | 13F | 李丹纳巴斯公司 | 19,158 | 65.86 | 5,977 | -1.21 | ||||
2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 666 | 36.20 | 201 | -13.36 | ||||
2025-05-22 | NP | QCELX - AQR 大盘多风格基金 I 类 | 709 | 6.78 | 371 | 10.75 | ||||
2025-08-12 | 13F | Accordant 咨询集团 | 2 | 1 | ||||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | Call | 2,800 | 874 | |||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 172,202 | 2.09 | 53,722 | -39.19 | ||||
2025-07-21 | 13F | 格林伍德资本联合有限公司 | 8,119 | 2,533 | ||||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 960 | 25.82 | 299 | -25.06 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 23,600 | 286.89 | 7,362 | 130.49 | |||
2025-07-30 | 13F | 雷曼资本咨询集团 | 8,642 | 50.43 | 2,696 | -10.37 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 133,418 | 35.89 | 41,620 | -17.71 | ||||
2025-07-24 | 13F | 阿克蒂姆公司 | 263,367 | 2.40 | 82 | -38.81 | ||||
2025-08-05 | 13F | 基准金融财富顾问有限责任公司 | 1,046 | 2.85 | 326 | -38.72 | ||||
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 | 88,430 | 0.49 | 27,588 | -40.15 | ||||
2025-08-11 | 13F | 英国资本管理有限公司 | 7,841 | 2,446 | ||||||
2025-08-13 | 13F | RW投资管理有限责任公司 | 665 | 39.41 | 207 | -16.87 | ||||
2025-09-04 | 13F | 七桥金融集团有限责任公司 | 9,829 | 19.01 | 2,571 | -17.81 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 253,360 | 1,726.15 | 6,281 | -13.56 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | Put | 85,600 | 30.09 | 26,705 | -22.51 | |||
2025-07-29 | 13F | Mb,Levis&Associates,Llc | 469 | 0.21 | 146 | -40.16 | ||||
2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 3,635 | 6.85 | 1,134 | -36.33 | ||||
2025-07-23 | 13F | 钢峰财富管理有限公司 | 10,070 | 68.70 | 3,141 | 0.48 | ||||
2025-07-25 | 13F | Lincluden管理有限公司 | 14,408 | 73.09 | 4 | 0.00 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 23,498 | 383.90 | 7,331 | 188.24 | ||||
2025-06-26 | NP | AAICX - Alger 人工智能推动者与采用者基金 C 类 | 48 | 20 | ||||||
2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 2,625 | 0.96 | 793 | -35.82 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | Call | 71,500 | 41.87 | 22,306 | -15.50 | |||
2025-08-14 | 13F | 人类投资有限责任公司 | 4,399 | 34.73 | 1,372 | -19.77 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 287,459 | 89,679 | ||||||
2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 11,396 | 14.38 | 4,689 | -13.25 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 1,784,700 | 249.87 | 556,773 | 108.40 | |||
2025-08-13 | 13F | Flow Traders 美国有限公司 | 1,142 | 0 | ||||||
2025-08-28 | NP | DODGX - 道奇考克斯股票基金 | 5,994,760 | 117.41 | 1,870,185 | 29.50 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 2,956,400 | 394.88 | 922,308 | 194.77 | |||
2025-07-28 | NP | SWP - SWP 增长与收入 ETF | 2,942 | 5.45 | 888 | -32.98 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 71,375 | 4.90 | 18,969 | -42.50 | ||||
2025-08-22 | NP | 基石战略价值基金公司 | 40,500 | 46.21 | 12,635 | -12.91 | ||||
2025-07-28 | NP | FLV - 美国世纪专注大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,750 | 124.60 | 2,944 | 42.79 | ||||
2025-08-07 | 13F | 特雷诺资本管理公司 | 1,164 | 380 | ||||||
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 | 24,556 | 27.03 | 10,103 | -3.65 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 162,136 | 2.00 | 66,709 | -22.64 | ||||
2025-07-30 | NP | EGGS - NestYield 总回报保护 ETF | 1,253 | 378 | ||||||
2025-05-14 | 13F | 法国农业信贷银行 | Put | 25,000 | 11.11 | 13,094 | 15.04 | |||
2025-07-30 | NP | EGGY - NestYield 动态收入 ETF | 1,235 | 373 | ||||||
2025-08-11 | 13F | 克拉迪斯投资咨询有限责任公司 | 2,386 | 13.56 | 744 | -32.36 | ||||
2025-07-07 | 13F | 惠理投资公司 | 15,206 | 36.78 | 4,742 | -18.64 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 451,425 | 3.88 | 236,434 | 7.55 | ||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 203 | 63 | ||||||
2025-08-05 | 13F | 下一个资本管理有限责任公司 | 1,246 | 142.41 | 389 | 44.24 | ||||
2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 8,037 | 35.92 | 2,507 | -19.02 | ||||
2025-08-07 | 13F | Mirabaud资产管理有限公司 | 14,851 | 13.32 | 4,591 | -32.12 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 18,316 | 0.87 | 5,714 | -39.92 | ||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | Put | 15,000 | 4,680 | |||||
2025-08-14 | 13F | 采石场LP | 269 | 195.60 | 84 | 76.60 | ||||
2025-07-24 | 13F | 玛瑙通行证投资管理有限公司 | 2,758 | 63.20 | 861 | -2.82 | ||||
2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 28,798 | 14.56 | 8,984 | -31.76 | ||||
2025-08-13 | 13F | 安宏资本管理公司 /de/ | Call | 2,500 | 780 | |||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 76,575 | 1,043.25 | 23,889 | 580.99 | ||||
2025-08-01 | 13F | 愿景金融市场有限责任公司 | 5,700 | 1,778 | ||||||
2025-07-07 | 13F | 巅峰财务顾问有限公司 | 7,368 | 2,299 | ||||||
2025-08-14 | 13F | 第一曼哈顿公司 | 1,390,594 | 21.40 | 433,824 | -27.69 | ||||
2025-08-21 | NP | BUZZ - VanEck Vectors 社会情绪 ETF | 5,718 | 581.53 | 1,784 | 306.15 | ||||
2025-07-17 | 13F | Elser 财务规划有限公司 | 988 | 289 | ||||||
2025-08-13 | 13F | 三井住友金融集团 | 70,910 | 35.09 | 22,122 | -19.50 | ||||
2025-08-13 | 13F | 第五巷资本有限公司 | 1,500 | 468 | ||||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 10,825 | 30.86 | 3,377 | -22.05 | ||||
2025-08-12 | 13F | 新世界顾问有限责任公司 | 950 | 84.47 | 296 | 10.04 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 3,258,248 | 98.53 | 1,016,460 | 18.26 | ||||
2025-04-24 | NP | BWTG - 布伦丹·伍德 TopGun ETF | 1,008 | 60.25 | 479 | 24.80 | ||||
2025-07-30 | 13F | Rnc资本管理有限公司 | 21,685 | 20.30 | 6,765 | -28.34 | ||||
2025-08-13 | 13F | Peloton 财富策略师 | 11,580 | 12.21 | 4 | -40.00 | ||||
2025-08-14 | 13F | 和谐资产管理有限公司 | 1,075 | 151.17 | 335 | 49.55 | ||||
2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 1,072 | 63.17 | 302 | -12.21 | ||||
2025-08-13 | 13F | 吉布斯财富管理 | 918 | 286 | ||||||
2025-08-14 | 13F | 西托资本集团有限责任公司 | 5,231 | 58.23 | 2 | 0.00 | ||||
2025-07-14 | 13F | 阿灵顿合作伙伴有限责任公司 | 7,144 | 2,229 | ||||||
2025-08-12 | 13F | 北极星资产管理公司 | 28,211 | 11.54 | 8,801 | -33.56 | ||||
2025-08-05 | 13F | 北角财富管理有限公司 | 8,347 | 89.58 | 2,604 | 12.92 | ||||
2025-08-11 | 13F | 兰哈姆·奥戴尔公司 | 940 | 8.17 | 293 | -35.60 | ||||
2025-08-20 | NP | HWLIX - Hotchkis & Wiley 大盘价值基金 I 类 | 12,100 | 13.08 | 3,775 | -30.83 | ||||
2025-04-25 | NP | WAYFX - WAYCROSS 专注股票基金 | 3,021 | 15.53 | 1,435 | -10.09 | ||||
2025-07-16 | 13F | 草原伍德资本有限责任公司 | 1,342 | 6.00 | 419 | -36.95 | ||||
2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 141,940 | 9.23 | 44,281 | -34.94 | ||||
2025-07-14 | 13F | 托特金融咨询公司 | 21,575 | 8.99 | 6,731 | -35.08 | ||||
2025-08-28 | NP | RPXFX - RiverPark 大型增长基金零售类 | 2,264 | 7.55 | 706 | -35.93 | ||||
2025-07-31 | 13F | DDD 合作伙伴有限责任公司 | 22,785 | 7,108 | ||||||
2025-07-30 | NP | EGGQ-NestYield 远见ETF | 2,052 | 620 | ||||||
2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 213,296 | 0.34 | 64,396 | -36.22 | ||||
2025-08-04 | 13F | 惠伦财富管理公司 | 1,389 | 1.31 | 433 | -39.69 | ||||
2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 10,094 | 90.56 | 3,149 | 13.52 | ||||
2025-07-21 | 13F | 丰盛财富顾问 | 2,572 | 5.41 | 1 | -100.00 | ||||
2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 978 | 295 | ||||||
2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 200 | 62 | ||||||
2025-08-26 | NP | IUAAX - VY(R) Invesco 股票和收益投资组合类别 ADV | 10,002 | 49.13 | 3,120 | -11.16 | ||||
2025-08-13 | 13F | 河公园资本管理有限公司 | 2,960 | 8.94 | 923 | -35.14 | ||||
2025-07-10 | 13F | Stonekeep 投资有限责任公司 | 946 | 7.74 | 295 | -35.73 | ||||
2025-07-24 | NP | FDGRX - 富达成长公司基金 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 | 154,256 | 31.30 | 46,571 | -16.54 | ||||
2025-07-29 | 13F | 科辛斯基资产管理公司 | 10,825 | 16.66 | 3,377 | -30.50 | ||||
2025-08-14 | 13F | 迈尔斯电力公司 | 1,057,160 | 16.60 | 329,802 | -30.55 | ||||
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 | 275,857 | 0.42 | 113,499 | -23.84 | ||||
2025-08-12 | 13F | 朗费罗投资管理有限公司 | 1,969 | 10,838.89 | 614 | 6,722.22 | ||||
2025-03-28 | NP | GDIV - Harbour 股息增长领先 ETF | 13,302 | 77.50 | 7,216 | 70.59 | ||||
2025-07-29 | 13F | 马特森金融服务有限公司 | 11,870 | 14.10 | 3,703 | -32.03 | ||||
2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 27,303 | 9.95 | 11,234 | -16.61 | ||||
2025-08-08 | 13F | 真点公司 | 748 | 0.67 | 233 | -40.10 | ||||
2025-07-11 | 13F | 海岸资本集团有限责任公司 | 1,335 | 63.40 | 417 | -2.58 | ||||
2025-08-01 | 13F | 华侨银行 | 52,573 | 15.28 | 16,374 | -31.39 | ||||
2025-08-11 | 13F | 真正的私人财富顾问 | 1,552 | 250.34 | 484 | 108.62 | ||||
2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 66,900 | 20,871 | |||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 25,311 | 7,896 | ||||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 5,190 | 2 | ||||||
2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 483,519 | 189.82 | 198,939 | 119.81 | ||||
2025-08-05 | 13F | 特雷杰·AP-丰登 | 348,834 | 37.09 | 108,826 | -18.34 | ||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | Call | 100,000 | 31 | |||||
2025-08-07 | 13F | 联盟财富管理集团 | 741 | 231 | ||||||
2025-06-27 | NP | TWCGX - 成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 117,619 | 25.32 | 48,393 | -4.95 | ||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 33,448 | 90.20 | 13,762 | 44.25 | ||||
2025-07-30 | 13F | 花岗岩港顾问公司 | 1,775 | 36.33 | 554 | -18.80 | ||||
2025-07-21 | 13F | 协同财务管理有限责任公司 | 13,071 | 59.60 | 4,078 | -4.94 | ||||
2025-07-17 | 13F | 史密斯·萨利事务所 | 6,794 | 99.82 | 2,120 | 19.04 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 317,193 | 6.01 | 99 | -37.18 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,063,168 | 1.30 | 331,677 | -39.66 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 125,372 | 39,112 | ||||||
2025-06-26 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 75,497 | 3.54 | 31,062 | -21.47 | ||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,605 | 23.27 | 485 | -21.68 | ||||
2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 485 | 3,941.67 | 151 | 2,416.67 | ||||
2025-07-29 | 13F | BKM 财富管理有限责任公司 | 5,726 | 29.26 | 1,786 | -23.02 | ||||
2025-04-28 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 337,769 | 49.14 | 160,427 | 16.08 | ||||
2025-05-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 全球核心股票基金系列 I | 2,356 | 7.63 | 1,234 | 11.38 | ||||
2025-07-15 | 13F | 修订者财富管理有限责任公司 | 1,263 | 11.08 | 378 | -36.47 | ||||
2025-06-30 | NP | AIM 投资基金(INVESCO 投资基金)- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 1,076 | 50.07 | 443 | 13.92 | ||||
2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 4,510 | 57.53 | 1,407 | -6.20 | ||||
2025-08-08 | 13F | Abc 套利 Sa | 5,026 | 1,568 | ||||||
2025-08-06 | 13F | 中心点咨询集团 | 799 | 11.59 | 249 | -33.60 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 141,604 | 6.31 | 42,752 | -32.43 | ||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 401 | 38.75 | 125 | -17.22 | ||||
2025-07-24 | 13F | 科珀温德金融有限责任公司 | 2,680 | 18.06 | 836 | -29.77 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘核心股票投资组合 | 19,990 | 5.41 | 6,236 | -37.21 | ||||
2025-08-26 | NP | AUXAX - 奥克斯焦点基金A股 | 27,855 | 1.87 | 8,690 | -39.33 | ||||
2025-08-14 | 13F | LM 顾问有限责任公司 | 3,255 | 7.89 | 1 | 0.00 | ||||
2025-07-23 | 13F | 家族遗产公司 | 8,077 | 1.24 | 2,520 | -39.71 | ||||
2025-08-14 | 13F | 海伯利安资本顾问公司 | 25,362 | 3.62 | 7,912 | -38.28 | ||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 5,452 | 139.12 | 1,701 | 42.38 | ||||
2025-07-23 | 13F | 基德·斯蒂芬·W | 14,969 | 1.50 | 4,670 | -39.55 | ||||
2025-08-25 | NP | MEIFX - MERIDIAN 增强型股票基金传统类 | 800 | 250 | ||||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 306 | 0.33 | 160 | 3.90 | ||||
2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 66 | 144.44 | 20 | 58.33 | ||||
2025-08-07 | 13F | 斯科公司 | 45,768 | 26.53 | 14 | -22.22 | ||||
2025-08-20 | NP | HWAIX - Hotchkis & Wiley 价值机会基金 I 类 | 29,600 | 9,234 | ||||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 3,122 | 19.07 | 943 | -24.34 | ||||
2025-07-24 | 13F | MSH资本顾问有限公司 | 3,232 | 249.41 | 1,008 | 108.26 | ||||
2025-08-14 | 13F | 特鲁斯资本顾问有限责任公司 | Call | 20,000 | 6,239 | |||||
2025-08-14 | 13F | 第一金融银行股份公司 | 40,838 | 4.42 | 12,740 | -37.81 | ||||
2025-04-01 | NP | ACIO - Aptus 领式收入机会 ETF | 35,175 | 12.95 | 19,082 | 8.54 | ||||
2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 28 | 100.00 | 12 | 57.14 | ||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 36 | 15 | ||||||
2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 1,157,941 | 4.07 | 476,423 | -21.07 | ||||
2025-08-06 | 13F | 360金融公司 | 1,617 | 38.56 | 505 | -17.51 | ||||
2025-08-07 | 13F | 布里奥顾问有限责任公司 | 644 | 30.36 | 201 | -22.48 | ||||
2025-08-14 | 13F | 瑞银集团 | Call | 369,560 | 64.21 | 115,292 | -2.19 | |||
2025-06-26 | NP | SEG Partners多空股票基金 | Short | -4,000 | -1,646 | |||||
2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 10,478 | 22.26 | 3,269 | -27.18 | ||||
2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 909 | 274 | ||||||
2025-08-07 | 13F | 雅绅特资本管理有限公司 | 7,110 | 9.98 | 2,218 | -34.48 | ||||
2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 180,600 | 10.39 | 56 | -34.12 | ||||
2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 78,913 | 35.53 | 24,618 | -19.27 | ||||
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 | 1,706,404 | 0.66 | 515,180 | -36.02 | ||||
2025-08-13 | 13F | 胜利金融集团有限公司 | 4,412 | 217.18 | 1,376 | 79.87 | ||||
2025-07-17 | 13F | 斯特林投资顾问有限公司 | 680 | 18.06 | 212 | -29.57 | ||||
2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 3,401 | 44.97 | 1,399 | 9.98 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 164 | 51 | ||||||
2025-07-29 | 13F | 天鹅全球投资有限公司 | 1,147 | 101.94 | 358 | 20.20 | ||||
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 | 16,649 | 19.45 | 5,194 | -28.86 | ||||
2025-07-31 | 13F | 时刻合作伙伴有限责任公司 | 946 | 16.65 | 295 | -30.42 | ||||
2025-08-12 | 13F | 磁石财富管理有限责任公司 | 2,111 | 659 | ||||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 14,191 | 117.79 | 4,427 | 29.75 | ||||
2025-05-30 | NP | MML 系列投资基金 - MML 聚焦股票基金 II 类 | 13,766 | 7.49 | 7,210 | 11.28 | ||||
2025-06-30 | NP | 道指 - Global X Dow 30 备兑看涨 ETF | 20,274 | 22.99 | 8,342 | -6.72 | ||||
2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 348,953 | 38.53 | 108,863 | -17.48 | ||||
2025-08-13 | 13F | 塞壬有限责任公司 | 5,076 | 1,584 | ||||||
2025-08-13 | 13F | 黑钻财富管理公司 | 729 | 2.10 | 238 | -12.55 | ||||
2025-08-07 | 13F | 阿尔法财务顾问有限责任公司 | 2,559 | 798 | ||||||
2025-08-20 | NP | HWCIX - Hotchkis & Wiley 多元化价值基金 I 类 | 2,000 | 25.00 | 624 | -23.56 | ||||
2025-07-24 | NP | FADAX - 富达顾问股息增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,397 | 255.63 | 11,592 | 126.05 | ||||
2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 25,819 | 0.42 | 7,795 | -36.16 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 79,463 | 1.65 | 24,790 | -39.45 | ||||
2025-08-12 | 13F | 鲍伊资本管理有限公司 | 243,227 | 1.15 | 75,880 | -39.75 | ||||
2025-08-14 | 13F | NCP 公司 | 976 | 3,653.85 | 304 | 2,238.46 | ||||
2025-08-12 | 13F | 万国数据财富管理 | 49,549 | 95.65 | 15,458 | 16.53 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 289,107 | 1.11 | 90,193 | -39.77 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 2,060 | 129.14 | 622 | 45.77 | ||||
2025-08-14 | 13F | 索雷尔合伙公司 | 187,527 | 183.70 | 58,503 | 68.99 | ||||
2025-08-22 | NP | 基石总回报基金公司 | 26,503 | 72.06 | 8,268 | 2.49 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 223,224 | 2.50 | 4,339 | 1.10 | ||||
2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 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 | 7,655 | 38.10 | 2,388 | -17.74 | ||||
2025-07-17 | 13F | XY 规划网络有限公司 | 754 | 0.67 | 235 | -40.05 | ||||
2025-06-26 | NP | HBLAX - 哈特福德平衡收入基金 A 类 | 355,870 | 15.45 | 146,419 | -12.44 | ||||
2025-08-28 | NP | ABRFX - AmericaFirst 每月风险规避风险基金 A 类 | 319 | 68.78 | 100 | -10.00 | ||||
2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 66 | 27 | ||||||
2025-08-26 | NP | BGDV——Bahl & Gaynor 股息 ETF | 48,576 | 48.91 | 15,154 | -11.30 | ||||
2025-07-30 | 13F | 城堡财富管理有限公司 | 4,005 | 85.16 | 1,249 | 10.34 | ||||
2025-07-08 | 13F | 圣骑士财富有限责任公司 | 3,217 | 15.10 | 1,004 | -31.44 | ||||
2025-07-11 | 13F | 考德威尔证券公司 | 915 | 5.05 | 285 | -37.50 | ||||
2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 289,447 | 1.25 | 90,299 | -39.69 | ||||
2025-06-26 | NP | FDMO - 富达动量因子 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 | 13,560 | 111.48 | 5,579 | 79.91 | ||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 67 | 6.35 | 21 | -37.50 | ||||
2025-08-08 | 13F | 道明资本管理有限公司 | 290 | 7.81 | 91 | -35.71 | ||||
2025-07-25 | 13F | 联邦金融服务有限责任公司 | 1,007 | 1.10 | 314 | -39.73 | ||||
2025-08-06 | 13F | 韦德布什证券公司 | 27,864 | 52.31 | 9 | -11.11 | ||||
2025-08-13 | 13F | 金融复仇者公司 | 329 | 0.92 | 103 | -40.00 | ||||
2025-08-25 | NP | HIAHX - 哈特福德医疗 Hls 基金 Ia | 23,135 | 7.10 | 7,217 | -36.21 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 5,243 | 9.85 | 1,636 | -34.57 | ||||
2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 201,917 | 147.75 | 62,992 | 47.57 | ||||
2025-08-19 | NP | 西北互助系列基金公司 - 股票收益投资组合 | 18,400 | 1.10 | 5,740 | -39.78 | ||||
2025-08-21 | 13F | Pathway 财务顾问有限公司 | 7,221 | 6.76 | 2,253 | -36.42 | ||||
2025-08-08 | 13F | 华尔街访问资产管理有限责任公司 | 2,175 | 73.44 | 678 | 3.35 | ||||
2025-04-01 | NP | HYLG - Global X 医疗保健备兑看涨期权和成长 ETF | 285 | 26.67 | 155 | 21.26 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | Call | 400 | 125 | |||||
2025-07-30 | 13F | 沃瑟私人财富有限责任公司 | 102,597 | 32,007 | ||||||
2025-07-23 | 13F | 阿卡托资本管理有限责任公司 | 1,244 | 6.14 | 388 | -36.70 | ||||
2025-08-19 | 13F | 开普投资咨询公司 | 1,654 | 6.30 | 516 | -36.69 | ||||
2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 17,251 | 29.79 | 5,382 | -22.69 | ||||
2025-08-07 | 13F | NS合作伙伴有限公司 | 125,480 | 56.99 | 39,146 | -6.49 | ||||
2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 511 | 322.31 | 159 | 152.38 | ||||
2025-07-28 | 13F | 智能投资组合有限责任公司 | 1,922 | 3.50 | 600 | -38.37 | ||||
2025-06-27 | NP | PCLVX - PACE 大型公司价值股权投资 P 类 | 26,360 | 10.69 | 10,846 | -16.05 | ||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 23,639 | 9.59 | 7,294 | -35.45 | ||||
2025-08-14 | 13F | 亚里士多德大西洋合作伙伴有限公司 | 43,186 | 65.07 | 13,473 | -1.68 | ||||
2025-08-13 | 13F | ASB 咨询有限公司 | 1,681 | 10.66 | 525 | -34.09 | ||||
2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 1,693 | 18.39 | 528 | -29.41 | ||||
2025-08-12 | 13F | 鹰健康投资有限公司 | 60,888 | 18,995 | ||||||
2025-08-14 | 13F | 阳光地带证券公司 | 2,255 | 16.00 | 1,141 | 11.98 | ||||
2025-08-11 | 13F | 先锋集团公司 | 90,920,375 | 0.21 | 28,364,429 | -40.31 | ||||
2025-07-10 | 13F | 契卡索资本管理有限公司 | 9,133 | 358.25 | 3 | 100.00 | ||||
2025-07-29 | 13F | 哨兵投资管理有限公司 | 4,170 | 38.40 | 1 | 0.00 | ||||
2025-08-22 | NP | BRTNX-布雷顿基金 | 16,700 | 63.73 | 5,210 | -2.49 | ||||
2025-08-27 | NP | IVINX - 常春藤全球成长基金 A 类 | 19,374 | 10.98 | 6,044 | -33.89 | ||||
2025-07-22 | 13F | 落基山顾问有限公司 | 52 | 188.89 | 16 | 77.78 | ||||
2025-05-30 | NP | RAYD - 瑞联量化发达市场股票ETF | 1,753 | 726.89 | 918 | 646.34 | ||||
2025-08-15 | NP | USMC - 主要美国巨型股多因素指数 ETF | 464,471 | 159.16 | 144,901 | 54.37 | ||||
2025-07-18 | 13F | 必要资本管理有限责任公司 | 2,148 | 670 | ||||||
2025-08-11 | 13F | 平台技术合作伙伴 | 4,655 | 13.68 | 1,452 | -32.31 | ||||
2025-08-07 | 13F | 卡希尔财务顾问公司 | 4,624 | 0.13 | 1,442 | -40.34 | ||||
2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 6,109 | 21.96 | 1,906 | -27.59 | ||||
2025-08-04 | 13F | 长荣财富管理有限公司 | 3,188 | 0.47 | 994 | -40.19 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 236,449 | 0.77 | 121,265 | -6.76 | ||||
2025-07-08 | 13F | 多佛顾问有限公司 | 5,999 | 0.62 | 1,872 | -40.07 | ||||
2025-04-01 | NP | ADME - Aptus 回撤管理股票 ETF | 4,868 | 0.50 | 2,641 | -3.44 | ||||
2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 4,509 | 689.67 | 1,407 | 371.81 | ||||
2025-07-31 | 13F | 普伦蒂斯财富管理有限责任公司 | 2,630 | 4.86 | 820 | -37.55 | ||||
2025-08-05 | 13F | 麦金投资管理公司 | 8,285 | 3 | ||||||
2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 525 | 228.12 | 216 | 151.16 | ||||
2025-05-20 | NP | NSEIX - 尼古拉斯股票收益基金公司 I 类 | 17,544 | 16.56 | 9,189 | 20.69 | ||||
2025-07-23 | 13F | 西步顾问公司 | 2,069 | 31.28 | 645 | -21.82 | ||||
2025-07-10 | 13F | 向日葵银行,NA | 1,888 | 8.13 | 589 | -35.67 | ||||
2025-08-14 | 13F | 坚定资本管理有限公司 | 639,400 | 463.35 | 199,474 | 235.56 | ||||
2025-07-17 | 13F | SC&H 财务顾问公司 | 2,267 | 1.02 | 707 | -39.83 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 55,651 | 66.34 | 13,888 | -20.74 | ||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 221 | 0.91 | 69 | -40.35 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 9,171 | 83.86 | 2,861 | 9.53 | ||||
2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 7,228 | 9.85 | 2,255 | -34.59 | ||||
2025-08-08 | 13F | 桑德斯资本有限责任公司 | 5,948,828 | 14.02 | 1,855,856 | -32.09 | ||||
2025-08-07 | 13F | 达美财务顾问有限公司 | 4,316 | 15.43 | 1,346 | -31.26 | ||||
2025-08-05 | 13F | 塔克雷斯特资本管理公司 | 756 | 236 | ||||||
2025-08-08 | 13F | 神鹰资本管理公司 | 6,990 | 0.17 | 2,181 | -40.34 | ||||
2025-07-31 | 13F | Opus资本集团有限责任公司 | 904 | 0 | ||||||
2025-08-12 | 13F | Ci投资公司 | Call | 203 | 111.46 | 0 | ||||
2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 4,003 | 81.05 | 1,249 | 7.77 | ||||
2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 16,615 | 7.86 | 6,836 | -18.19 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 640,880 | 2.68 | 199,935 | -38.84 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 68,216 | 799.35 | 21,281 | 435.78 | ||||
2025-08-14 | 13F | 运营顾问有限责任公司 | 2,347 | 51.52 | 732 | -9.74 | ||||
2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 651 | 203 | ||||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 21,220 | 26.82 | 5,964 | -14.85 | ||||
2025-08-19 | 13F | 怀俄明州 | 2,294 | 66.96 | 716 | -0.56 | ||||
2025-05-30 | NP | MML 系列投资基金 - MML 基本价值基金 II 类 | 7,873 | 18.09 | 4,123 | 22.27 | ||||
2025-07-24 | 13F | NavPoint 金融公司 | 1,293 | 6.42 | 404 | -36.64 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 21,312,182 | 3.27 | 6,624,411 | -38.56 | ||||
2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 202 | 32.89 | 83 | 1.22 | ||||
2025-06-26 | NP | AHSAX - 阿尔及尔健康科学基金 A 类 | 4,875 | 85.57 | 2,006 | 40.70 | ||||
2025-07-30 | 13F | 昌盛金融集团有限公司 | 2,272 | 18.33 | 709 | -29.55 | ||||
2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 907 | 1.45 | 283 | -39.61 | ||||
2025-07-16 | 13F | 传奇财务顾问公司 | 51 | 16 | ||||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | 20,108 | 33.00 | 6,273 | -20.78 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 5,883 | 5.22 | 2,421 | -20.21 | ||||
2025-07-15 | 13F | 詹姆斯·J·伯恩斯有限公司 | 3,460 | 1.20 | 1,079 | -39.72 | ||||
2025-07-16 | 13F | Maridea财富管理有限公司 | 712 | 222 | ||||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 947,500 | 244.67 | 296 | 106.29 | |||
2025-08-07 | 13F | LOM资产管理有限公司 | 5,519 | 2 | ||||||
2025-07-22 | 13F | DB Root 有限公司 | 1,694 | 528 | ||||||
2025-08-05 | 13F | Simplex 贸易有限公司 | 180,167 | 399.62 | 56 | 211.11 | ||||
2025-06-27 | NP | CVTRX - Calamos 增长与收入基金 A 类 | 68,100 | 44.36 | 28,019 | 9.49 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 3,479,300 | 464.55 | 1,085 | 252.27 | |||
2025-08-08 | 13F | BIT 资本有限公司 | 1,177 | 37.02 | 367 | -18.26 | ||||
2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 5,436 | 1,696 | ||||||
2025-07-29 | 13F | Crux 财富顾问 | 2,002 | 10.61 | 625 | -34.18 | ||||
2025-08-05 | 13F | 整体金融合作伙伴 | 1,345 | 25.94 | 420 | -25.04 | ||||
2025-05-16 | NP | 全国可变保险信托 - NVIT 摩根大通纪律股票基金 II 类 | 54,907 | 41.25 | 28,758 | 46.24 | ||||
2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 605 | 40.70 | 249 | 6.44 | ||||
2025-07-29 | 13F | WCM投资管理有限公司 | 1,271,535 | 4.56 | 393,044 | -37.37 | ||||
2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 25,772 | 24.09 | 8,040 | -26.08 | ||||
2025-08-14 | 13F | 堡垒金融集团有限公司 | 996 | 0.71 | 311 | -40.04 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 87,523 | 84.10 | 27,305 | 9.66 | ||||
2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 13,568 | 5,582 | ||||||
2025-08-05 | 13F | JW Coons 顾问有限公司 | 10,807 | 0.97 | 3,371 | -39.86 | ||||
2025-08-29 | 13F | 半人马座金融公司 | 15,958 | 8.40 | 5 | -42.86 | ||||
2025-08-14 | 13F | 克里斯代尔顾问有限责任公司 | 39,485 | 4,182.54 | 12,318 | 2,455.60 | ||||
2025-08-14 | 13F | 卡迪夫公园顾问有限公司 | 2,544 | 13.12 | 794 | -32.68 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 119 | 17.82 | 37 | -28.85 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 21,298 | 18.45 | 8,763 | -10.16 | ||||
2025-07-29 | 13F | 艾尔顾问有限公司 | 1,234 | 7.03 | 385 | -36.15 | ||||
2025-07-08 | 13F | 梯度投资有限责任公司 | 123,184 | 11.01 | 38,430 | -33.88 | ||||
2025-08-08 | 13F | Intrua 金融有限责任公司 | 2,639 | 30.84 | 823 | -22.06 | ||||
2025-08-14 | 13F | 富勒泰勒资产管理公司 | 1,831 | 0.11 | 571 | -40.33 | ||||
2025-07-29 | 13F | 银橡财富管理有限责任公司 | 4,767 | 6.22 | 1,487 | -36.72 | ||||
2025-07-21 | 13F | 铂金投资管理有限公司 | 917 | 286 | ||||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 446,794 | 11.59 | 139,386 | -33.53 | ||||
2025-08-07 | 13F | 源源AM有限责任公司 | 704 | 1.88 | 220 | -39.50 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 3,157,851 | 50.94 | 985,155 | -10.09 | ||||
2025-08-28 | NP | Aim 可变保险基金(景顺可变保险基金)- Invesco Vi 成长和收益基金系列 I | 41,623 | 50.78 | 12,985 | -10.19 | ||||
2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 151 | 20.80 | 47 | -27.69 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 1,710 | 143.59 | 53,347 | 45.09 | |||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 25,925 | 26.01 | 8,088 | -24.94 | ||||
2025-07-10 | 13F | 西太平洋财富管理有限合伙人 | 336 | 12.00 | 105 | -33.76 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 66,912 | 19.75 | 21 | -31.03 | ||||
2025-08-07 | 13F | Bradley & Co. 私人财富管理有限责任公司 | 21 | 110.00 | 7 | 20.00 | ||||
2025-08-12 | 13F | 绗缝公司 | 647 | 136.13 | 202 | -26.10 | ||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 228 | 71 | ||||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 25,748,876 | 0.69 | 8,032,877 | -40.02 | ||||
2025-06-20 | NP | JXX - Janus Henderson 转型增长 ETF | 2,026 | 834 | ||||||
2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 1,977 | 1.23 | 1 | -100.00 | ||||
2025-07-22 | 13F | 科德尔/莫里森财富管理 | 3,289 | 19.30 | 1,026 | -28.90 | ||||
2025-07-28 | 13F | 港口投资公司 | 15,703 | 150.65 | 4,899 | 49.28 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | 12,035 | 3,755 | ||||||
2025-07-17 | 13F | 阿西奥资本有限责任公司 | 20,440 | 31.03 | 6,377 | -21.95 | ||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 170,948 | 34.33 | 53,327 | -19.99 | ||||
2025-06-24 | NP | SWHFX - 施瓦布医疗保健基金 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 | 98,893 | 20.54 | 40,689 | -8.58 | ||||
2025-08-14 | 13F | CIBC 资产管理公司 | 368,035 | 10.68 | 114,780 | -34.07 | ||||
2025-08-11 | 13F | Wbi 投资公司 | 2,709 | 348.51 | 845 | 167.41 | ||||
2025-08-15 | 13F/A | 交响金融有限公司 | 16,986 | 831.25 | 3,972 | 388.56 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 22,594 | 13.10 | 9,296 | -14.22 | ||||
2025-08-05 | 13F | 新泽西州雇员递延补偿计划 | 9,500 | 1,800.00 | 2,964 | 1,035.25 | ||||
2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 80 | 25 | ||||||
2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 6,587 | 161.70 | 2,055 | 55.84 | ||||
2025-07-07 | 13F | 公园边缘顾问有限责任公司 | 1,147 | 12.89 | 358 | -32.89 | ||||
2025-08-13 | 13F | 财务自由有限责任公司 | 438 | 0.46 | 136 | -40.35 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Call | 30,100 | 161.74 | 9,390 | 55.90 | |||
2025-08-06 | 13F | 金塞尔资本集团公司 | 27,181 | 8,480 | ||||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Put | 38,800 | 138.04 | 12,104 | 41.78 | |||
2025-08-12 | 13F | 少尉峰顾问公司 | 1,997,274 | 32.57 | 623,090 | -21.03 | ||||
2025-07-10 | 13F | Affiance 金融有限责任公司 | 5,864 | 0.45 | 1,829 | -40.19 | ||||
2025-08-22 | NP | FGRTX - 富达巨型股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 175,403 | 40.54 | 54,720 | -16.29 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 1,407 | 2.40 | 433 | -39.92 | ||||
2025-08-14 | 13F | 圆财富管理有限公司 | 5,418 | 29.56 | 1,690 | -22.83 | ||||
2025-07-30 | 13F | 布鲁姆资本管理公司 | 3,068 | 954.30 | 957 | 529.61 | ||||
2025-07-30 | 13F | 康纳斯投资者服务公司 | 25,673 | 227.29 | 8,009 | 95.53 | ||||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 11,543 | 402.53 | 3,601 | 199.33 | ||||
2025-05-13 | 13F | 沃茨·格威廉有限公司 | 964 | 8.19 | 505 | 10.04 | ||||
2025-08-13 | 13F | 高级投资组合管理有限责任公司 | 5,000 | 1,560 | ||||||
2025-08-14 | 13F | 多伦多道明银行 | Put | 722,500 | 225,398 | |||||
2025-08-14 | 13F | 休闲资本管理 | 681 | 1.79 | 212 | -39.43 | ||||
2025-07-22 | 13F | 达文波特有限公司 | Call | 1,500 | 468 | |||||
2025-07-22 | 13F | 达文波特有限公司 | 583,974 | 31.91 | 181,854 | -21.36 | ||||
2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 815 | 2.00 | 254 | -39.23 | ||||
2025-07-17 | 13F | 翡翠顾问有限责任公司 | 1,089 | 19.41 | 340 | -28.93 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 1,278,316 | 149.23 | 398,802 | 48.46 | ||||
2025-08-13 | 13F | HAP 贸易有限公司 | Put | 57,300 | 211.41 | 1,396 | 416.67 | |||
2025-08-13 | 13F | HAP 贸易有限公司 | Call | 120,100 | 135.95 | 1,492 | 194.08 | |||
2025-07-22 | 13F | 希尔岛金融有限公司 | 688 | 215 | ||||||
2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 35,577 | 16.17 | 11,099 | -30.81 | ||||
2025-06-26 | NP | HQIAX - 哈特福德股票收益基金 A 类 | 330,676 | 14.05 | 136,053 | -13.50 | ||||
2025-07-03 | 13F | 加德资本公司 | 485 | 9.98 | 151 | -34.35 |