机构和基金投资人持股 - 买家
在苹果公司。中开设新头寸的主要持有者包括 Glenmede投资管理有限公司, 中西部信托公司, 瑞穗证券美国有限公司, CLCEX - 多经理大盘成长策略基金机构类, 车床资本有限公司, 公共投资基金, 云泰资本管理有限公司/香港, 哥伦比亚基金可变系列信托 II - CTIVP - Loomis Sayles 增长基金 1 级, Marex 集团, Marex 集团, 价值一致研究顾问有限责任公司, 索罗斯基金管理公司, 石灰石投资顾问有限公司, MASTERINVEST 资本投资有限公司, FBMPX - 通信服务产品组合, S-Bank基金管理有限公司, 石灰石投资顾问有限公司, 猎犬合伙人有限责任公司, Westerkirk资本公司, 和 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-22 | NP | MLMIX - 全球核心投资组合 I 类 | 9,312 | 7.64 | 1,911 | -0.57 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 788,926 | 3.95 | 161,864 | -3.98 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | Put | 62 | -7.58 | |||||
| 2025-08-07 | 13F | 第1620章 | 9,825 | 1.38 | 2,016 | -6.37 | ||||
| 2025-08-05 | 13F | 地标财富管理公司 | 36,164 | 0.59 | 7,420 | -7.10 | ||||
| 2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 62,216 | 17.91 | 12,765 | 8.90 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 28,965 | -210.49 | 5,943 | -202.06 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 121,025 | 5.27 | 24,831 | -2.77 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 947,600 | 49.42 | 194,372 | 38.06 | |||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 149,289 | 386.77 | 30,630 | 349.63 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 2,998,800 | 36.12 | 615,114 | 25.78 | |||
| 2025-07-08 | 13F | 选择财富顾问有限责任公司 | 33,759 | 0.23 | 6,926 | -7.42 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 128,951 | 2.00 | 26,457 | -5.79 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 5,802 | 13.92 | 1,190 | 5.22 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 357,479 | 99.46 | 73,326 | 84.30 | ||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 20,985 | 5.93 | 4,305 | -2.16 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 3,773,000 | 99.95 | 774 | 84.73 | |||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 3,713,800 | 3.36 | 762 | -4.64 | |||
| 2025-08-14 | 13F/A | 巴克莱银行 | 45,525,742 | 0.19 | 9,341 | -7.46 | ||||
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 24,997 | 13.88 | 5,021 | -5.43 | ||||
| 2025-08-08 | 13F | 戴维斯精选顾问 | 1,265 | 260 | ||||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 33,814 | 0.61 | 6,938 | -7.07 | ||||
| 2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 26,241 | 3.77 | 5,384 | -4.17 | ||||
| 2025-08-11 | 13F | 电池全球顾问有限责任公司 | 6,644 | 0.05 | 1,363 | -7.59 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 50,239 | 3.14 | 10,308 | -4.73 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 158,588 | 16.77 | 32,537 | 7.85 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 13,219 | 7.38 | 2,712 | -0.80 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 7,475,640 | 3.54 | 1,588,574 | -6.77 | ||||
| 2025-07-17 | 13F | RH 投资集团有限责任公司 | 21,725 | 1.13 | 4,457 | -6.60 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 50,416 | 69.08 | 10,344 | 56.17 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 362,745 | 7.79 | 74,424 | -0.44 | ||||
| 2025-08-04 | 13F | REDW 财富有限责任公司 | 14,090 | 1.24 | 2,891 | -6.50 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 85,418 | 1.13 | 17,525 | -6.59 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 166,569 | 20.18 | 34,175 | 2.09 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 18,540 | 102.67 | 3,804 | 87.20 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 80,263 | 7.48 | 16,467 | -0.73 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 33,999 | 5.37 | 6,976 | -2.67 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 119,431 | 1.68 | 24,504 | -6.08 | ||||
| 2025-08-14 | 13F | 光街资本管理有限公司 | 8,276 | 29.98 | 1,698 | 20.01 | ||||
| 2025-08-05 | 13F | AAFCPA 财富管理有限责任公司 | 20,270 | 2.50 | 4,159 | -5.33 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 78,885 | 7.90 | 16,185 | -0.34 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 10,871 | 32.27 | 2,230 | 222,900.00 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,589,234 | 0.41 | 1,557,083 | -7.26 | ||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 32,517 | 4.10 | 6,671 | -3.85 | ||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 29,399 | 7.21 | 6,032 | -0.99 | ||||
| 2025-07-29 | 13F | 卢茨金融服务有限责任公司 | 6,652 | 1.45 | 1,365 | -6.32 | ||||
| 2025-08-14 | 13F | 专题财富顾问有限公司 | 97,836 | 2.28 | 20,073 | -5.53 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 39,783 | 8,162 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 2,032,400 | 3.37 | 417,011 | -4.52 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 20,100 | 219.05 | 4,124 | 194.71 | |||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Put | 8,600 | 1,764 | |||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 23,082 | 3,245.22 | 6,293 | -8.96 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 76,434 | 1.24 | 15,682 | -6.49 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 8,398,023 | 4.53 | 1,722,858 | -3.45 | ||||
| 2025-08-14 | 13F | 前卫资本有限责任公司 | 4,771 | 0.40 | 979 | -7.30 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 529,406 | 0.33 | 108,618 | -7.33 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 40,245 | 0.13 | 8,257 | -7.51 | ||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 14,072 | 3,524 | ||||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 14,894 | 41.24 | 3,056 | 30.44 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 46,544 | 3.93 | 9,549 | -4.00 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 16,180 | 12.35 | 3,320 | 3.75 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 78,369 | 6.94 | 16,079 | 100,387.50 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 129,501 | 3.51 | 26,010 | -14.03 | ||||
| 2025-08-18 | 13F/A | KP管理有限公司 | Put | 10,000 | 2,052 | |||||
| 2025-08-14 | 13F | 对称投资有限公司 | 50,932 | 68.15 | 10,450 | 55.31 | ||||
| 2025-08-14 | 13F | 对称投资有限公司 | Call | 50,000 | 10,258 | |||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | 61,947 | 178.03 | 12,710 | 156.80 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 37,312 | 1.71 | 7,655 | -6.05 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 184,366 | 61.96 | 38,708 | 71.00 | ||||
| 2025-08-15 | 13F | 特鲁夫格有限公司 | 7,885 | 1,618 | ||||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 17,625 | 3,745 | ||||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 1,400,845 | 9.92 | 287,411 | 1.52 | ||||
| 2025-03-27 | NP | IGLGX - Columbia Select 全球股票基金 A 类 | 48,689 | 28.17 | 11,491 | 33.90 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 9,637,280 | 8.31 | 2,047,922 | -2.48 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 44,776 | 1,196.35 | 9,515 | 1,067.36 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 273,778 | 3.13 | 56,171 | -4.75 | ||||
| 2025-07-28 | 13F | ForthRight 财富管理有限责任公司 | 9,936 | 0.25 | 2,038 | -7.41 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 28,813,985 | 0.77 | 5,911,765 | -6.93 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 1,403,290 | 5.58 | 287,913 | -2.48 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 3,996 | 53.46 | 849 | 38.27 | ||||
| 2025-07-09 | 13F | 西岸财富有限责任公司 | 27,758 | 0.12 | 5,695 | -7.52 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 5,717 | 0.86 | 1,173 | -6.91 | ||||
| 2025-07-11 | 13F | 沃特弗格森金融公司 | 12,306 | 3.35 | 2,525 | -4.54 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 38,958 | 2.02 | 7,993 | -5.77 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 27,518 | 0.87 | 5,646 | -6.83 | ||||
| 2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 17,783 | 20.76 | 3,649 | 11.53 | ||||
| 2025-08-01 | 13F | 杰里科金融有限责任公司 | 31,598 | 0.96 | 6,483 | -6.75 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 80,939 | 1.55 | 16,606 | -6.20 | ||||
| 2025-05-27 | NP | FTCS - First Trust Capital Strength 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 | 737,407 | 163,800 | ||||||
| 2025-08-08 | 13F | 伦敦金融城投资管理有限公司 | 251,070 | 30.21 | 51,512 | 20.27 | ||||
| 2025-08-19 | 13F | Marex 集团 | Call | 341,500 | 70,066 | |||||
| 2025-08-19 | 13F | Marex 集团 | Put | 377,600 | 77,472 | |||||
| 2025-08-19 | 13F | Marex 集团 | 71,192 | 14,606 | ||||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 11,343 | 5.59 | 2,278 | -12.28 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 94,689 | 7.26 | 19,427 | -0.92 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | Call | 24,500 | 2,325.74 | 5,027 | 2,143.75 | |||
| 2025-08-08 | 13F | 史蒂芬森公司 | 7,683 | 7.12 | 1,576 | -1.07 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 1,770,695 | 4.60 | 363,293 | -3.39 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 10,537 | 4.52 | 2,162 | -3.48 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 2,275 | 13.75 | 467 | 4.48 | ||||
| 2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 27,123 | 0.89 | 5,565 | -6.82 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 1,632,063 | 2.41 | 334,850 | -5.41 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 122,441 | 62.73 | 25,121 | 50.31 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 329,924 | 8.84 | 67,691 | 0.53 | ||||
| 2025-08-08 | 13F | 米特尔曼财富管理 | 1,463 | 300 | ||||||
| 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 | 14,542 | 6.50 | 2,984 | -1.62 | ||||
| 2025-07-18 | 13F | Victrix 投资顾问公司 | 38,422 | 2.94 | 7,883 | -4.03 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 3,192 | 655 | ||||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 54,107 | 2.29 | 11,101 | -5.52 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 25,148 | 0.40 | 5,160 | -7.26 | ||||
| 2025-08-11 | 13F | 基金会财富管理有限责任公司 | 5,606 | 5.24 | 1,150 | -2.79 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 459,026 | 11.88 | 92,195 | -7.08 | ||||
| 2025-05-15 | 13F | 长荣资本管理有限公司 | Call | 111 | ||||||
| 2025-07-29 | 13F | 近藤财富顾问公司 | 12,533 | 4.00 | 2,605 | -2.73 | ||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 44,539 | 1.59 | 9,138 | -6.16 | ||||
| 2025-08-14 | 13F | 采石场LP | 1,262 | 259 | ||||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 418,665 | 0.67 | 85,897 | -7.01 | ||||
| 2025-08-14 | 13F | 凯姆奈咨询服务公司 | 71,813 | 13.58 | 14,734 | 393.07 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 26,626 | 46.91 | 5,348 | 21.99 | ||||
| 2025-08-05 | 13F | 一旦资本管理有限责任公司 | 80,900 | 0.06 | 16,598 | -7.58 | ||||
| 2025-06-26 | NP | DURPX - 美国高相对盈利能力投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,511,070 | 10.71 | 321,102 | -0.32 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 5,062 | 48.97 | 1,017 | 23.75 | ||||
| 2025-08-05 | 13F | 一旦资本管理有限责任公司 | Call | 200,000 | 41,034 | |||||
| 2025-07-16 | 13F | 美国国家银行 | 195,482 | 2.38 | 40,107 | -5.44 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 253,782 | 665.83 | 52,068 | 607.45 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | Call | 25,000 | 5,129 | |||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 35,596 | 40.96 | 7,303 | 30.20 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 6,557 | 799.45 | 1,345 | 681.98 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 69,739 | 0.04 | 14,308 | -7.59 | ||||
| 2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 565 | 4.24 | 116 | -4.17 | ||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 14,516 | 5.52 | 3 | 0.00 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 51,236 | 0.56 | 11 | -9.09 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 1,013 | 208 | ||||||
| 2025-07-14 | 13F/A | 寻求第一公司 | 121,726 | 3.74 | 24,975 | -4.19 | ||||
| 2025-07-25 | 13F | 捐赠财富管理公司 | 5,492 | 17.80 | 1,127 | 8.79 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 12,873,219 | 16.67 | 2,641,192 | 7.76 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 36,121 | 1.11 | 7,411 | -6.60 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 37,939 | 0.79 | 7,784 | -6.90 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 6,168 | 10.72 | 1,266 | 2.26 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 883,828 | 3.31 | 183,456 | -3.46 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 269 | 55 | ||||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 9,235 | 0.05 | 1,895 | -7.61 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 3,402,314 | 698,053 | ||||||
| 2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 1,092 | 13.04 | 224 | 4.67 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 127,299 | 3.24 | 26,424 | 7.74 | ||||
| 2025-07-25 | 13F | 威彻斯特资本管理公司 | 158,193 | 0.28 | 32,456 | -7.37 | ||||
| 2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 37,354 | 0.37 | 7,664 | -7.31 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 29,744 | 3.78 | 6 | 0.00 | ||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 22,095 | 1.08 | 4,533 | -6.63 | ||||
| 2025-07-14 | 13F | 恩子财富 | 14,956 | 0.17 | 3,158 | 1.51 | ||||
| 2025-07-24 | 13F | Shikiar资产管理公司 | 276,443 | 0.20 | 57 | -8.20 | ||||
| 2025-07-18 | 13F | BCO 财富管理有限责任公司 | 994 | 204 | ||||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 296,481 | 1,234.60 | 72,993 | -17.32 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 24,596 | 4.10 | 5,046 | -3.85 | ||||
| 2025-07-28 | 13F | 指南针咨询集团有限责任公司 | 13,449 | 47.47 | 2,759 | 36.25 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 89,182 | 2.37 | 18,297 | -5.45 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 125,703 | 4.09 | 25,790 | -3.85 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 202,051 | 3.36 | 41,455 | -4.53 | ||||
| 2025-08-13 | 13F | 堡垒金融解决方案有限责任公司 | 17,737 | 1.81 | 3,639 | -5.94 | ||||
| 2025-08-27 | NP | JNL系列信托——JNL/AB可持续全球主题基金（一） | 1,910 | 1.17 | 392 | -6.68 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 22,393 | 5.59 | 4,594 | -2.46 | ||||
| 2025-08-07 | 13F | AllGen 财务顾问公司 | 9,029 | 1.34 | 1,853 | -6.42 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 2,830 | 581 | ||||||
| 2025-08-05 | 13F | ADG 财富管理集团有限责任公司 | 4,319 | 5.65 | 886 | -2.42 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 217 | 1.40 | 45 | -6.38 | ||||
| 2025-07-29 | 13F | RWQ 财务管理服务公司 | 1,901 | 390 | ||||||
| 2025-08-14 | 13F | 索科罗资产管理有限公司 | 33,537 | 33.71 | 6,881 | 23.50 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 198,351 | 4.71 | 44,060 | -7.12 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 110,917 | 49.31 | 22,757 | 37.91 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 644,908 | 10.74 | 129,530 | -8.03 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 374,030 | 28.65 | 76,740 | 18.82 | ||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 16,573 | 19.85 | 3,400 | 10.71 | ||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 3,625 | 1.20 | 744 | -6.54 | ||||
| 2025-07-24 | 13F | 交叉员工投资公司 | 46,237 | 3.85 | 9,486 | -4.08 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 2,481,545 | 0.22 | 509,139 | -7.43 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,263,096 | 3.86 | 874,659 | -4.07 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 237,427 | 560.12 | 48,713 | -8.38 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | Put | 51,500 | 10,566 | |||||
| 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 | 929,843 | 21.70 | 197,592 | 9.58 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 12,461 | 0.26 | 2,557 | -7.39 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 133,261 | 29.14 | 27 | 22.73 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 3,700,393 | 35.63 | 759,210 | 25.28 | ||||
| 2025-08-14 | 13F | Nwi 管理有限公司 | 306,100 | 142.74 | 63 | 121.43 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 373,024 | 30.84 | 79,268 | 17.81 | ||||
| 2025-08-15 | 13F | AlpenGlobal Capital LLC | 4,960 | 2.06 | 1,018 | -5.75 | ||||
| 2025-08-15 | 13F | 资产配置策略有限责任公司 | 7,459 | 2.11 | 1,530 | -5.67 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 161,094 | 0.19 | 33,052 | -7.46 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 735,881 | 9.85 | 150,981 | 1.47 | ||||
| 2025-07-24 | 13F | Edge 财务顾问有限公司 | 30,334 | 10.87 | 6,230 | 2.50 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 23,104 | 284.04 | 4,740 | 254.79 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 72,428 | 0.51 | 14,860 | -7.17 | ||||
| 2025-08-13 | 13F | ESG规划 | 30,088 | 2.44 | 6,173 | -5.37 | ||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 60,189 | 20.37 | 12,349 | 11.17 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 5,639,467 | 57.38 | 1,157,049 | 45.37 | ||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 38,819 | 29.73 | 7,964 | 19.81 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 272,651 | 201.62 | 55,940 | 178.59 | ||||
| 2025-07-11 | 13F | Afg 信托服务有限合伙企业 | 5,968 | 0.73 | 1,240 | 5.26 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 157,606 | 0.96 | 32,336 | -6.75 | ||||
| 2025-07-18 | 13F | 明智财富管理公司 | 11,282 | 4.14 | 2,315 | -3.82 | ||||
| 2025-07-09 | 13F | 遗产财富建筑师有限公司 | 3,517 | 71.39 | 722 | 58.46 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,024,998 | 14.07 | 1,705,312 | 2.71 | ||||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 137,936 | 0.31 | 28,300 | -7.35 | ||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 936,031 | 0.83 | 192,045 | -6.87 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 26,153 | 1.45 | 5,366 | -6.30 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 123,458 | 64.80 | 25,330 | 52.22 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 4,066 | 834 | ||||||
| 2025-08-07 | 13F | Timonier 家族办公室有限公司 | 4,857 | 0.04 | 996 | -7.61 | ||||
| 2025-08-15 | 13F | 库克森财富有限责任公司 | 3,696 | 0.76 | 758 | 20.70 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 89,955 | 1,771.33 | 18,067 | 1,454.82 | ||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 15,704 | 5.47 | 3,074 | -17.57 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 5,516 | 2.47 | 1,132 | -5.36 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 21,054 | 28.27 | 4,320 | 18.49 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 391,663 | 6.11 | 78,666 | -11.88 | ||||
| 2025-08-04 | 13F | 尼克松资本有限责任公司 | 1,017 | 209 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 37,026 | 7.13 | 7,597 | -1.06 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -302 | -62 | |||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 30,448 | 2.29 | 6,247 | -5.51 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 778,700 | 5.14 | 159,766 | -2.88 | ||||
| 2025-07-30 | NP | 奥马哈 - VistaShares Target 15 Berkshire Select Income ETF | 115,437 | 23,186 | ||||||
| 2025-07-24 | 13F | 康宁公司 | 112,083 | 1.51 | 22,996 | -6.24 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 19,701 | 8.38 | 3,957 | -9.99 | ||||
| 2025-08-13 | 13F | 美国联合证券公司（d/b/a 无人机资产管理） | 61,329 | 21.17 | 12,583 | 11.92 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 258,599 | 1.67 | 53,057 | -6.09 | ||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 234,672 | 3.94 | 48,148 | -4.00 | ||||
| 2025-07-09 | 13F | 海滨财富管理公司 | 6,191 | 8.18 | 1,270 | -0.08 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 375,181 | 4.01 | 76,976 | -2.07 | ||||
| 2025-05-19 | 13F/A | AAFCPA 财富管理有限责任公司 | Put | 1,425 | 6.67 | |||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 6,382,300 | 7.98 | 1,309,456 | -0.27 | ||||
| 2025-07-28 | 13F | Nestegg Advisors, Inc. | 14,568 | 0.12 | 2,989 | -7.52 | ||||
| 2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 68,823 | 0.05 | 14,120 | -7.59 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 321,300 | 84.87 | 64,270 | 67.92 | |||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 2,269,500 | 10.12 | 453,968 | 0.02 | |||
| 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 | 15,086,838 | 2.29 | 3,030,191 | -15.04 | ||||
| 2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 259,308 | 1.69 | 53,202 | -6.08 | ||||
| 2025-08-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 1,020 | 0.10 | 209 | -7.52 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 85,676 | 5.98 | 19,031 | -5.99 | ||||
| 2025-08-11 | 13F | Vista Cima 财富管理有限责任公司 | 23,709 | 4.00 | 4,864 | -3.95 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 79,949 | 23.59 | 16,403 | 14.16 | ||||
| 2025-08-14 | 13F | 客户至上财富管理有限责任公司 | 14,402 | 0.91 | 2,955 | -6.81 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 5,253,841 | 0.28 | 1,077,930 | -7.38 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 979,952 | 201,057 | ||||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 33,477 | 16.63 | 6,868 | 7.72 | ||||
| 2025-07-29 | 13F | 高地资本咨询有限责任公司 | 2,166 | 444 | ||||||
| 2025-08-01 | 13F | 里程碑资产管理集团有限责任公司 | 20,289 | 3.38 | 4,163 | -4.52 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 81,462 | 16,714 | ||||||
| 2025-08-12 | 13F | 瑞穗证券有限公司 | 1,430 | 66.28 | 293 | 53.40 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 16,722 | 6.88 | 3,431 | -1.29 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 235,564 | 3.33 | 48,331 | -4.56 | ||||
| 2025-07-22 | 13F | 约德财富管理公司 | 48,309 | 0.71 | 9,912 | -6.98 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 407,457 | 7.77 | 83,598 | -0.46 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 487,468 | 8.39 | 100,014 | 0.12 | ||||
| 2025-08-13 | 13F | 可可企业有限责任公司 | 1,090 | 224 | ||||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 1,761 | 9.51 | 374 | -1.32 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 34,809 | 33.32 | 6,991 | 10.72 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 1,700 | 349 | |||||
| 2025-04-25 | NP | BLUIX - 蓝图成长基金机构级 | 55,625 | 12.15 | 13,452 | 14.29 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 5,253 | 21.54 | 1,078 | 12.19 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 3,171 | 3.02 | 651 | -4.83 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 1,108,491 | 3.07 | 243,901 | 2.10 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 40,328 | 17.62 | 8,274 | 8.64 | ||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 22,018 | 4.86 | 4,517 | -3.15 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 1,907,412 | 2.20 | 391,344 | -5.61 | ||||
| 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 | 58,452 | 11,993 | ||||||
| 2025-06-27 | NP | PDP - Invesco DWA 动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 168,355 | 3.14 | 35,775 | -7.13 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 498,516 | 11.17 | 102,281 | 2.68 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 664,788 | 4.98 | 133,128 | -2.91 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 1,212,799 | 4.63 | 248,830 | -3.36 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 51,782 | 2.00 | 10,624 | -5.78 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 87,738 | 4.75 | 18,001 | -3.25 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 105,430 | 1.37 | 21,631 | -6.37 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 24,865 | 5,102 | ||||||
| 2025-08-28 | NP | AGIX - KraneShares 人工智能和技术 ETF | 4,304 | 5.23 | 883 | -2.75 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 152,761 | 0.70 | 31 | -6.06 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 51,843 | 19.15 | 10,637 | 10.05 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 418,763 | 1.62 | 85,918 | -6.14 | ||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 54,230 | 0.07 | 11,126 | -7.58 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 559,032 | 1.33 | 114,697 | -6.41 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 12,029 | 1.46 | 2,468 | -6.30 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 4,579 | 34.40 | 939 | 21.16 | ||||
| 2025-08-13 | 13F | 法纳姆金融有限公司 | 14,240 | 24.20 | 2,922 | 14.73 | ||||
| 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 | 11,796 | 4.91 | 2,507 | -5.54 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 48,804 | 3.09 | 10,013 | -4.77 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 49,891 | 10,236 | ||||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 4,304 | 35.90 | 1 | |||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 18,194 | 0.01 | 3,733 | -7.65 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | Put | 370 | ||||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 1,135,221 | 21.52 | 228,009 | 0.93 | ||||
| 2025-08-01 | 13F | PCA投资咨询服务公司 | 28,269 | 3.03 | 5,800 | -4.82 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 81,612 | 0.06 | 16,744 | -7.58 | ||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 10,910 | 5.31 | 2,238 | -2.74 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 932,857 | 5.14 | 191,394 | -2.89 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 127,884 | 12.73 | 26,238 | 4.12 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 558,148 | 0.81 | 114,515 | 2.97 | ||||
| 2025-07-15 | 13F | 传统解决方案有限责任公司 | 3,902 | 12.09 | 800 | 3.49 | ||||
| 2025-07-30 | 13F | BCK 合作伙伴公司 | 4,239 | 0.05 | 870 | -7.65 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 5,856,904 | 0.62 | 1,201,661 | -7.06 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 37,302 | 1.07 | 7,653 | -6.65 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 248,434 | 3.49 | 50,971 | -4.41 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | Call | 1,000 | 205 | |||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 114,757 | 34.81 | 23,545 | 24.51 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 7,228 | 1.28 | 1,483 | -6.50 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 57,085,609 | 1.16 | 11,711,245 | -6.55 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 21,028,504 | 17.40 | 4,314,418 | 8.43 | ||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 33,526 | 6.63 | 6,879 | -1.50 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 2,012,743 | 43.59 | 406,497 | 32.19 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | Put | 503 | -63.33 | |||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 763,020 | 7.16 | 153,253 | -11.01 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 657,753 | 37.98 | 134,951 | 27.45 | ||||
| 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 | 2,102 | 17.63 | 447 | 5.94 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 1,005,665 | 12.23 | 206,332 | 3.66 | ||||
| 2025-07-18 | 13F | 谢弗金融有限责任公司 | 1,159 | 0.09 | 238 | -7.78 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | Put | 14,423 | -6.03 | |||||
| 2025-07-25 | 13F | RoundAngle 顾问有限公司 | 21,418 | 1.19 | 4,394 | -6.53 | ||||
| 2025-08-12 | 13F | 装甲投资顾问有限责任公司 | 3,700 | 0.08 | 759 | -7.55 | ||||
| 2025-07-21 | 13F | 卡斯托斯家族办公室有限责任公司 | 16,972 | 8.34 | 3,482 | 0.09 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 46,461 | 1.40 | 9,532 | -6.35 | ||||
| 2025-08-11 | 13F | 协同投资管理有限责任公司 | 5,010 | 1.07 | 1,028 | -6.72 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 764,800 | 156,914 | |||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 28,682 | 5.85 | 5,885 | -2.24 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 6,963 | 3.48 | 1,429 | -4.42 | ||||
| 2025-08-01 | 13F | 泰勒金融集团公司 | 19,403 | 0.69 | 3,981 | -7.01 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 12,155 | 196.83 | 2,441 | 146.57 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 246,039 | 30.54 | 52,283 | 17.54 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 26,771 | 0.79 | 5,493 | -6.92 | ||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 26,294 | 5,395 | ||||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 980,700 | 0.72 | 201 | -6.94 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 13,070 | 10,791.67 | 2,682 | 268,000.00 | ||||
| 2025-07-08 | 13F | Corepath 财富合作伙伴有限公司 | 2,160 | 0.79 | 461 | 7.71 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 89,398 | 1.75 | 18,342 | -6.02 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 8,884 | 9.48 | 1,823 | 1.11 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 159,699 | 4.30 | 32,765 | -3.66 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 2,558,681 | 6.43 | 524,965 | -1.70 | ||||
| 2025-07-25 | 13F | 财富咨询团队有限责任公司 | 1,162 | 238 | ||||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 25,440 | 11.02 | 5,287 | 3.85 | ||||
| 2025-08-15 | 13F | 全球视野资本管理有限公司 | 5,652 | 1.16 | 1,160 | -6.61 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 251,020 | 5.79 | 51,502 | -2.28 | ||||
| 2025-08-12 | 13F | Qvr有限公司 | 9,525 | 1,954 | ||||||
| 2025-07-14 | 13F | 农商投资公司 | 456,368 | 1.13 | 93,633 | -6.59 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 220,800 | 44.13 | 45,302 | 33.12 | |||
| 2025-07-29 | 13F | 财富流顾问公司 | 18,545 | 2.44 | 3,805 | -5.40 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 541,186 | 30.25 | 111,035 | 20.30 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 71,158 | 1.96 | 14,599 | -5.83 | ||||
| 2025-07-23 | 13F | 慢资本公司 | 108,161 | 1.52 | 22,191 | -6.23 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 53,574 | 7.04 | 10,992 | -1.13 | ||||
| 2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 8,442 | 0.38 | 1,732 | -7.28 | ||||
| 2025-08-28 | NP | XLSR - SPDR(R) SSGA 美国行业轮动 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 | 107,352 | 22,025 | ||||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 23,739 | 0.48 | 4,871 | -7.20 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 4,229,848 | 85.19 | 867,838 | 71.05 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 33,206 | 2.73 | 6,813 | -5.11 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 135,075 | 9.43 | 27,130 | -9.12 | ||||
| 2025-07-30 | NP | EGGS - NestYield 总回报保护 ETF | 3,798 | 5,102.74 | 763 | 4,382.35 | ||||
| 2025-08-01 | 13F | 普罗维登斯第一信托公司 | 13,830 | 127.54 | 2,837 | 110.15 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 462,017 | 371.62 | 94,686 | 335.69 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 430 | 40.98 | 88 | 31.34 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 2,235,466 | 4.17 | 458,651 | -3.79 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 5,367 | 1,101 | ||||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 11,309 | 0.22 | 2,320 | -7.42 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 52,911 | 1.70 | 10,856 | -6.07 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 961,212 | 54.24 | 197,212 | 42.46 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 23,555 | 8.19 | 4,895 | 11.02 | ||||
| 2025-08-14 | 13F | 价值一致研究顾问有限责任公司 | Put | 208,600 | 42,798 | |||||
| 2025-07-15 | 13F | 定义金融有限责任公司 | 3,405 | 0.12 | 699 | 3.71 | ||||
| 2025-07-30 | NP | EGGY - NestYield 动态收入 ETF | 4,410 | 4,100.00 | 886 | 3,440.00 | ||||
| 2025-07-16 | 13F | Ascent 资本管理有限公司 | 28,489 | 0.20 | 5,845 | -7.44 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 25,904 | 0.90 | 5,315 | -6.80 | ||||
| 2025-07-23 | 13F | 彭尼金融有限公司 | 7,958 | 1.30 | 1,633 | -6.48 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 703,509 | 26.22 | 144 | 17.07 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 19,735 | 1.45 | 4,049 | -6.32 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 42,968 | 14.81 | 8,630 | -4.65 | ||||
| 2025-07-21 | 13F | 雷尼兰德尔投资管理公司 | 16,597 | 0.08 | 3,405 | -7.55 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 33,344 | 22.09 | 6,841 | 12.78 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 2,745 | 381.58 | 563 | 346.83 | ||||
| 2025-08-05 | 13F | Lord & Richards 财富管理有限责任公司 | 3,103 | 64.70 | 637 | 52.15 | ||||
| 2025-07-30 | 13F | 索纳塔资本集团公司 | 44,666 | 0.08 | 9 | 0.00 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 4,425 | 36.15 | 908 | 25.80 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 53,900 | 1.89 | 11,059 | -5.89 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 1,067 | 4.10 | 227 | -6.22 | ||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 53,685 | 1.81 | 11,336 | 7.64 | ||||
| 2025-06-30 | NP | GGME - 景顺动态媒体 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 | 46,027 | 263.94 | 9,781 | 227.75 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 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 | 34,750 | 4.82 | 6,980 | -12.95 | ||||
| 2025-07-15 | 13F | 退休有限责任公司 | 1,307 | 268 | ||||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 989,700 | 68.14 | 203 | 56.15 | ||||
| 2025-07-09 | 13F | Pps&v 资产管理顾问公司 | 35,213 | 0.47 | 7,225 | -7.19 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 195,748 | 38.51 | 40,162 | 27.94 | ||||
| 2025-07-18 | 13F | JVL联营公司 | 50,058 | 6.41 | 10,270 | -1.71 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 250,174 | 5.37 | 53,162 | -5.12 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 104,642 | 3.91 | 22,222 | 11.41 | ||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,045 | 5.09 | 1,415 | -12.77 | ||||
| 2025-07-31 | 13F | 梅森联合公司 | 37,877 | 9.87 | 7,771 | 1.49 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 3,397 | 199.30 | 697 | 176.19 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 4,206 | 6,271.21 | |||||
| 2025-07-24 | 13F | 综合资金管理服务有限公司 | 4,141 | 3.16 | 850 | -4.71 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 1,886,893 | 0.46 | 387,134 | -7.21 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Put | 4,144 | -22.90 | |||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 16,597 | 44.51 | 3,334 | 20.02 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 10,647,131 | 0.32 | 2,184,472 | -7.34 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 137,259 | 31.60 | 28,161 | 21.55 | ||||
| 2025-07-23 | 13F | 绅士私人财富有限责任公司 | 6,152 | 98.32 | 1,262 | 83.16 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 1,403,530 | 1.92 | 287,962 | -5.86 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 7,969 | 80.58 | 2 | |||||
| 2025-07-22 | 13F | HRC财富管理有限公司 | 23,670 | 1.14 | 4,856 | -6.58 | ||||
| 2025-08-08 | 13F | Turn8私人财富公司 | 18,052 | 8.45 | 3,770 | 1.95 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 10,604 | 0.74 | 2,176 | -6.97 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 51,806 | 2.20 | 10,629 | -5.60 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 76,654 | 14.95 | 15,727 | 6.18 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 72,974 | 4.62 | 14,972 | -3.36 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 45,251 | 1.37 | 10,052 | -10.08 | ||||
| 2025-08-13 | 13F | Echo45 顾问有限责任公司 | 9,171 | 0.24 | 1,882 | -7.43 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 8,277,539 | 2.67 | 1,698,303 | -5.16 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 48,354 | 0.86 | 9,921 | -6.84 | ||||
| 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 | 95,230 | 55.73 | 19,127 | 29.33 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 187,266 | 2.35 | 38,421 | -5.46 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 7,767 | 10.85 | 1,594 | 2.38 | ||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 151,324 | 1.76 | 31,047 | -6.01 | ||||
| 2025-07-09 | 13F | 企业银行 | 21,732 | 3.25 | 4,459 | -4.64 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 91,521 | 2.88 | 18,777 | -4.97 | ||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 26,692 | 4.22 | 5,476 | -3.74 | ||||
| 2025-07-16 | 13F | 荷兰咨询服务公司 | 7,875 | 0.34 | 1,616 | -7.34 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 19,617 | 19.64 | 4,025 | 10.49 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 20,973 | 4,457 | ||||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 157,971 | 3.86 | 32,411 | -4.07 | ||||
| 2025-07-28 | 13F | 卡特勒投资顾问有限公司 | 24,788 | 3.56 | 5,086 | -4.35 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 165,911 | 0.47 | 34,128 | -6.84 | ||||
| 2025-08-08 | 13F | 更好的资金决策有限责任公司 | 20,034 | 0.18 | 4,110 | -7.47 | ||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 152,686 | 6.14 | 31,327 | -1.97 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 185,055 | 34.20 | 37,968 | 23.95 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 58,742 | 7.33 | 12 | 0.00 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 49,790,911 | 4.81 | 10,215,601 | -3.20 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 117,286 | 2.77 | 24,064 | -5.07 | ||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 22,794 | 43.72 | 4,677 | 32.73 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | Put | 72,700 | 14,916 | |||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 419,132 | 3.45 | 85,993 | -4.45 | ||||
| 2025-08-06 | 13F | ZEGA 投资有限责任公司 | 264,275 | 4.22 | 54,221 | -3.73 | ||||
| 2025-08-05 | 13F | 谢里丹资本管理有限责任公司 | 5,865 | 14.35 | 1,203 | 5.62 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 363,107 | 0.15 | 74,499 | -7.50 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 68,788 | 3.38 | 14,113 | 3.67 | ||||
| 2025-06-17 | 13F | Ridgepath资本管理有限公司 | 4,880 | 0.06 | 1,084 | -11.30 | ||||
| 2025-08-06 | 13F | ZEGA 投资有限责任公司 | Call | 149,900 | 9.42 | 30,755 | 1.06 | |||
| 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 | 10,510 | 22.20 | 2,156 | 12.88 | ||||
| 2025-06-27 | NP | QQQE - Direxion NASDAQ-100(R) 等加权指数股票 | 54,302 | 9.47 | 11,539 | -1.43 | ||||
| 2025-08-14 | 13F | 牧羊人卡普兰克罗楚克有限责任公司 | 30,323 | 0.01 | 6,221 | -7.63 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 67,060 | 0.54 | 13,759 | -7.14 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 255,442 | 11.08 | 54,281 | 0.02 | ||||
| 2025-07-31 | 13F | 沃伯顿资本管理有限公司 | 7,474 | 14.33 | 2 | 0.00 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 51,915 | 17.45 | 10,427 | -2.45 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 53,135 | 0.48 | 11,156 | -5.03 | ||||
| 2025-08-26 | NP | ACSI - 美国客户满意度 ETF | 27,894 | 6.53 | 5,723 | -1.60 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 508 | 104 | ||||||
| 2025-08-14 | 13F | 蓝鳍资本管理有限公司 | Call | 50,000 | 11 | |||||
| 2025-08-14 | 13F | 蓝鳍资本管理有限公司 | Put | 30,000 | 73 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州社会意识基金标准级 | 185,692 | 0.70 | 38,098 | -6.99 | ||||
| 2025-08-13 | 13F | 咨询研究公司 | 32,641 | 16.31 | 6,697 | 7.43 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 28,078 | 0.36 | 5,761 | -7.31 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 1,423,336 | 30.38 | 292,026 | 20.43 | ||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 17,157 | 3,520 | ||||||
| 2025-07-29 | NP | FFND - 未来基金主动型 ETF | 8,812 | 41.95 | 1,770 | 17.85 | ||||
| 2025-08-14 | 13F | 阿莱特资本管理有限公司 | 35,000 | 7,181 | ||||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 287,069 | 2.66 | 58,898 | -5.18 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 2,636,499 | 20.65 | 541 | 11.34 | ||||
| 2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 1,890,245 | 3.21 | 401,677 | -7.06 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 60,956 | 1.44 | 10,453 | -9.66 | ||||
| 2025-08-26 | NP | LCDS - 摩根大通基本数据科学大型核心 ETF | 3,387 | 1.53 | 695 | -6.34 | ||||
| 2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 38,885 | 3.70 | 7,978 | -4.21 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 106,202 | 15.75 | 21,789 | 6.91 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 32,550 | 0.46 | 6,678 | -7.21 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 281,916 | 0.99 | 59,907 | -9.06 | ||||
| 2025-08-05 | 13F | 榆树合伙人管理有限责任公司 | 7,354 | 482.73 | 1,509 | 438.57 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 26,975 | 9.72 | 5,992 | -2.66 | ||||
| 2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 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 | 843,609 | 14.46 | 179,267 | 3.06 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 70,192 | 7.25 | 14,401 | -0.94 | ||||
| 2025-07-22 | 13F | DBK 财务顾问有限责任公司 | 6,252 | 13.92 | 1,283 | 5.17 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 1,922,034 | 9.18 | 394,344 | 1.01 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 393,212 | 12.57 | 80,675 | 3.97 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 928,218 | 35.35 | 190,442 | 25.02 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 54,488 | 3.51 | 11,179 | -4.39 | ||||
| 2025-08-14 | 13F | 狂热财富合作伙伴有限责任公司 | 5,479 | 30.11 | 1,124 | 20.21 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 525,617 | 19.45 | 107,841 | 10.33 | ||||
| 2025-07-09 | 13F | 行动财富管理有限公司 | 26,785 | 2.30 | 5,495 | -5.50 | ||||
| 2025-07-24 | 13F | 最前沿分析有限责任公司 | 2,365 | 485 | ||||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 32,632 | 26.55 | 7 | 20.00 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 81,217 | 2.40 | 16,663 | -5.42 | ||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 69,545 | 0.56 | 14,269 | -7.12 | ||||
| 2025-08-11 | 13F | 阿马拉金融有限公司 | 1,517 | 22.34 | 311 | 13.09 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 277,763 | 2.72 | 56,989 | -5.12 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 26,048 | 5.76 | 5,344 | -2.32 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 17,506,018 | 2.19 | 3,591,710 | -5.61 | ||||
| 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 | 572 | 15.32 | 122 | 3.42 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 19,348 | 91.94 | 3,886 | 59.46 | ||||
| 2025-07-22 | 13F | 麦克诺顿财富管理有限责任公司 | 9,415 | 10.16 | 1,932 | 1.74 | ||||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 88,116 | 1.61 | 18 | -5.26 | ||||
| 2025-08-08 | 13F | 弗朗西斯金融公司 | 17,736 | 1.04 | 3,639 | -6.69 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 1,696,100 | 7.52 | 347,989 | -0.69 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 1,303,400 | 14.23 | 267,419 | 5.51 | |||
| 2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 319,754 | 16.92 | 67,948 | 5.27 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 8,270 | 1,697 | ||||||
| 2025-07-31 | 13F | BIP 联盟有限责任公司 | 11,856 | 7.41 | 2,432 | -0.78 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,537 | 11.52 | 521 | 2.97 | ||||
| 2025-08-13 | 13F | 波特兰投资顾问公司 | 6,134 | 19.48 | 1,259 | 10.35 | ||||
| 2025-07-15 | 13F | ACT 顾问有限责任公司。 | 8,315 | 0.78 | 1,706 | -6.93 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 1,517,396 | 0.77 | 311,324 | -6.92 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 68,775 | 46.79 | 14,111 | 35.58 | ||||
| 2025-06-26 | NP | LFGCX - 阿贝特勋爵聚焦增长基金 C 类 | 17,005 | 11.38 | 3,614 | 0.28 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 72,008 | 1.93 | 14,774 | -5.86 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 20,016 | 1.43 | 4,253 | -8.68 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 142,621 | 10.04 | 29,262 | 1.64 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 49,365 | 7.87 | 10,128 | -0.36 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 772,054 | 23.53 | 158,402 | 14.09 | ||||
| 2025-08-18 | 13F | Spg顾问有限公司 | 2,485 | 510 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Clearbridge 大盘成长 ESG 投资组合 IB 类 | 105,034 | 6.71 | 21,550 | -1.45 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 16,353 | 8.38 | 3,355 | 0.12 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 67,139 | 45.51 | 14,267 | 31.02 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 59,886 | 176.32 | 12,287 | 155.21 | ||||
| 2025-06-25 | NP | AllianzGI 人工智能与技术机会基金 | 38,820 | 79.97 | 8,249 | 62.06 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 61,808 | 0.48 | 12,681 | -7.19 | ||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 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 | 6,174,036 | 21.45 | 1,311,983 | 9.36 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 17,942 | 10.94 | 3,681 | 2.48 | ||||
| 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 | 1,915 | 12.65 | 385 | -6.57 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 1,604 | 165.56 | 329 | 145.52 | ||||
| 2025-08-25 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 452 | 28.41 | 93 | 17.95 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 65,705 | 8.40 | 13,481 | 0.13 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 71,920 | 3.00 | 15,185 | -2.10 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 112,966 | 2.22 | 23,177 | -5.58 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 8,907 | 43.66 | 1,893 | 29.32 | ||||
| 2025-08-14 | 13F | 总督巷 LP | 54,600 | 11,202 | ||||||
| 2025-08-14 | 13F | 总督巷 LP | Call | 205,000 | 42,060 | |||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 3,094 | 39.18 | 635 | 28.60 | ||||
| 2025-08-15 | 13F | 祖克曼投资集团有限责任公司 | 99,012 | 3.57 | 20,314 | -4.34 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 119 | 24 | ||||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 95,207 | 0.78 | 21,148 | -10.60 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 8,351 | 26.90 | 1,781 | 21.25 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 78,823 | 0.74 | 16,172 | -6.96 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 428,462 | 9.36 | 87,907 | 1.01 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 172,613 | 5.59 | 35,415 | -2.47 | ||||
| 2025-04-09 | 13F | 指南针投资顾问有限责任公司 | 927 | 232 | ||||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 443,837 | 7.21 | 91,062 | -0.98 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 118,981 | 1.27 | 24,411 | -6.46 | ||||
| 2025-07-02 | 13F | 海伦·斯蒂芬斯集团有限责任公司 | 11,783 | 1.30 | 2,418 | -6.43 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 22,370 | 11.52 | 4,754 | 0.40 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 5,299,969 | 11.96 | 1,086,875 | 3.43 | ||||
| 2025-08-08 | 13F | 格拉西斯资本管理有限责任公司 | 3,520 | 722 | ||||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 33,600 | 220.00 | 6,894 | 195.58 | ||||
| 2025-08-13 | 13F | 我的目的财富公司 | 12,444 | 37.37 | 2,654 | 31.86 | ||||
| 2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 7,362 | 3.52 | 1,635 | -8.15 | ||||
| 2025-08-05 | 13F | 贤者资本管理有限责任公司 | 13,508 | 0.08 | 2,772 | -7.57 | ||||
| 2025-08-11 | 13F | 启发顾问有限责任公司 | 21,001 | 3.85 | 4,309 | -4.10 | ||||
| 2025-07-17 | 13F | 联合资本管理有限公司 | 56,671 | 12.95 | 11,627 | 4.32 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | Call | 900 | 9 | |||||
| 2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 102,694 | 11.57 | 20,626 | -7.34 | ||||
| 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 | 892 | 19.41 | 190 | 7.39 | ||||
| 2025-07-31 | 13F | TSA 财富管理有限责任公司 | 6,149 | 14.59 | 1,262 | 5.88 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | Put | 52,900 | 13.03 | 6,168 | -40.66 | |||
| 2025-06-26 | NP | USSCX - 科技基金份额 | 154,555 | 0.18 | 32,843 | -9.80 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 516,635 | 2.19 | 105,998 | -5.62 | ||||
| 2025-07-07 | 13F | 舒尔茨财富有限公司 | 3,286 | 0.24 | 674 | -7.42 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 230,420 | 5.54 | 47,275 | -2.52 | ||||
| 2025-08-26 | NP | VHIAX - 摩根大通成长优势基金 A 类 | 6,644,642 | 4.90 | 1,363,281 | -3.11 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 69,485 | 0.57 | 14,256 | -7.11 | ||||
| 2025-07-31 | 13F | 保守资本顾问公司 | 18,058 | 2.43 | 3,705 | -5.39 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 2,017,593 | 9.20 | 428,739 | -1.67 | ||||
| 2025-08-08 | 13F | 佩蒂克斯和博特公司 | 30,854 | 0.03 | 6,330 | -7.60 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 80,564 | 2.36 | 16,529 | -5.46 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 19,836 | 0.10 | 4,070 | -7.54 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 1,464 | 300 | ||||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | Call | 61,300 | 0.16 | 107 | 341.67 | |||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 1,532,048 | 12.24 | 314,330 | 3.67 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 66,287 | 0.40 | 13,600 | -7.26 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 17,774 | 34.49 | 3,647 | 24.22 | ||||
| 2025-07-25 | 13F | 基纳财务规划有限责任公司 | 5,091 | 16.58 | 1 | |||||
| 2025-08-12 | 13F | 博克夫，那 | 860,490 | 0.72 | 176,547 | -6.97 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 47,237 | 4.25 | 9,692 | -3.72 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 33,848 | 6,945 | ||||||
| 2025-07-09 | 13F | WealthCare 投资伙伴有限责任公司 | 9,781 | 2.84 | 2,089 | 13.66 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 1,106 | 3.66 | 227 | -4.64 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 142,338 | 0.73 | 29,203 | -6.96 | ||||
| 2025-07-18 | 13F | 北极星集团有限公司 | 152,963 | 0.33 | 31,384 | -7.33 | ||||
| 2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 818 | 3.02 | 168 | -5.11 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 274,881 | 42.97 | 56,397 | 32.06 | ||||
| 2025-07-09 | 13F | 石点财富管理公司 | 19,716 | 1.90 | 4,045 | -5.86 | ||||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 67,041 | 3.54 | 13,755 | -4.37 | ||||
| 2025-06-26 | NP | CHAT - Roundhill 生成型人工智能与技术 ETF | 32,725 | 7.35 | 6,954 | -3.34 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 729,644 | 2.27 | 149,699 | -5.54 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 21,884 | 5,480 | ||||||
| 2025-08-12 | 13F | PKS 咨询服务有限公司 | 57,956,620 | 98,916.98 | 12,106 | -6.72 | ||||
| 2025-08-13 | 13F | Ycg有限公司 | 205,758 | 4.77 | 42,215 | -3.23 | ||||
| 2025-08-29 | NP | BDGS - Bridges Capital 战术 ETF | 5,484 | 76.68 | 1,125 | 63.28 | ||||
| 2025-07-16 | 13F | MontVue 资本管理公司 | 2,882 | 0.38 | 591 | -7.22 | ||||
| 2025-08-29 | NP | BBLU - EA Bridgeway 蓝筹股 ETF | 42,768 | 17.37 | 8,775 | 8.40 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 19,082 | 3.84 | 3,915 | -4.09 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 616,693 | 2.57 | 126,527 | -5.27 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 31,014 | 2.20 | 6,363 | -5.59 | ||||
| 2025-04-29 | NP | SWSAX - SIIT 世界精选股票基金 A 类 | 4,119 | 7.21 | 996 | 9.33 | ||||
| 2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 933,582 | 7.85 | 191,543 | -0.39 | ||||
| 2025-08-11 | 13F | 泰格石资本有限公司 | 7,841 | 55.61 | 1,798 | 179,700.00 | ||||
| 2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 33,149 | 0.99 | 6,801 | -6.71 | ||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 104,300 | 81.75 | 21,399 | 67.87 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 15,189 | 0.13 | 3,051 | -16.85 | ||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 60,429 | 0.42 | 12,398 | -7.25 | ||||
| 2025-08-29 | NP | FICHX - Cantor 成长股票基金机构类别 | 88,278 | 2.08 | 18,112 | -5.72 | ||||
| 2025-08-13 | 13F | 战略家庭财富顾问有限责任公司 | 31,039 | 2.12 | 6,368 | -5.67 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 61,254 | 1.87 | 12,567 | -5.91 | ||||
| 2025-08-07 | 13F | 拉弗投资公司 | 83,900 | 87.79 | 17,214 | 73.47 | ||||
| 2025-07-24 | 13F | 特雷维恩财富管理有限责任公司 | 8,472 | 3.81 | 2 | 0.00 | ||||
| 2025-07-08 | 13F | SEED 规划集团有限责任公司 | 70,788 | 10.45 | 14,524 | 2.02 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 2,908,665 | 8.64 | 618,091 | -2.17 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 38,158 | 1.33 | 7,829 | -6.42 | ||||
| 2025-07-21 | 13F | J2资本管理公司 | 3,401 | 17.24 | 698 | 8.23 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 597,740 | 3.92 | 122,638 | -4.02 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 159,678 | 4.16 | 32,761 | -3.79 | ||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 184,657 | 1.37 | 37,886 | -6.37 | ||||
| 2025-07-08 | 13F | 亚当斯布朗财富顾问有限公司 | 26,501 | 0.27 | 5,437 | -7.38 | ||||
| 2025-08-14 | 13F | 潜望镜资本公司 | Call | 1,600 | 328 | |||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 34,361 | 137.12 | 7,050 | 119.05 | ||||
| 2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 26,000 | 13.04 | 5 | 0.00 | ||||
| 2025-08-06 | 13F | 福布斯财务规划公司 | 29,478 | 17.80 | 6,048 | -7.64 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 1,413 | 290 | ||||||
| 2025-07-16 | 13F | 阿马里洛国家银行 | 42,080 | 1.24 | 8,634 | -6.49 | ||||
| 2025-08-14 | 13F | 富力资产管理公司 | 18,248 | 194.32 | 3,744 | 171.82 | ||||
| 2025-07-31 | 13F | 阿拉马尔资本管理有限责任公司 | 5,568 | 0.02 | 1,142 | -7.61 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 8,362 | 10.48 | 1,716 | 2.02 | ||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 88,272 | 0.06 | 18,111 | -7.58 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 120,902 | 44.24 | 25,692 | 29.88 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 3,331 | 708 | ||||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 111,800 | 22,938 | |||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 1,544,498 | 6.29 | 316,885 | -1.82 | ||||
| 2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 3,848 | 2.81 | 818 | -7.47 | ||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | Short | -1,670 | -343 | |||||
| 2025-07-22 | 13F | 斯坦尼奇集团 | 9,021 | 36.41 | 1,882 | 28.13 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Put | 27,000 | 5,540 | |||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 16,871 | 7.92 | 3,461 | -0.32 | ||||
| 2025-07-14 | 13F | 马索·托伦斯财富管理公司 | 59,976 | 1.33 | 12,305 | -6.40 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 9,372 | 3.11 | 1,923 | -4.76 | ||||
| 2025-08-14 | 13F | 伍德布里奇有限公司 | 8,000 | 1,641 | ||||||
| 2025-08-15 | 13F | 高瀑布顾问公司 | 57,976 | 1.58 | 11,895 | -6.18 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 32,234 | 0.16 | 6,613 | -7.48 | ||||
| 2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -103,361 | 11.20 | -21,964 | 0.13 | |||
| 2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 20,686 | 1.06 | 4,244 | -6.64 | ||||
| 2025-08-14 | 13F | 黑曜石个人规划解决方案有限责任公司 | 17,753 | 2.93 | 3,642 | -0.60 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 14,309,174 | 0.47 | 2,935,813 | -7.20 | ||||
| 2025-08-13 | 13F | 道奇考克斯 | 30,244 | 11.42 | 6,205 | 2.92 | ||||
| 2025-07-31 | 13F | 格雷比尔·巴茨联合有限公司 | 67,328 | 2.85 | 13,814 | -5.01 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 127,000 | 4.78 | 26,057 | -3.22 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 1,922,953 | 18.99 | 394,532 | 9.91 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 30,289 | 2.04 | 6,224 | -5.63 | ||||
| 2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 7,541 | 668.71 | 1,547 | 612.90 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | Call | 5,168,621 | 1,051,548 | |||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 73,794 | 9.45 | 15,140 | 1.10 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 107,116 | 28.90 | 21,977 | 19.06 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 2,830,554 | 0.18 | 580,745 | -7.47 | ||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 212,297 | 1.21 | 43,557 | -6.51 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 67,875 | 7.50 | 13,926 | -0.71 | ||||
| 2025-07-11 | 13F | 专业咨询服务公司 | 75,738 | 2.88 | 16 | -6.25 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 10,531 | 2,238 | ||||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 58,904 | 792.48 | 12,085 | 724.35 | ||||
| 2025-07-28 | 13F | 布朗财务咨询 | 5,686 | 50.82 | 1,167 | 39.31 | ||||
| 2025-08-05 | 13F | Hapanowicz & Associates 金融服务公司 | 3,777 | 6.63 | 775 | -1.53 | ||||
| 2025-08-13 | 13F | 奥尔良资本管理公司/la | 48,674 | 3.65 | 9,986 | -4.27 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 663,318 | 70.33 | 133,227 | 41.46 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 69,800 | 14,019 | ||||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 15,308 | 9.24 | 3,141 | 0.90 | ||||
| 2025-08-08 | 13F | 布里克利财富管理 | 374,320 | 3.77 | 76,799 | -4.15 | ||||
| 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 | 530 | 23.83 | 128 | 26.73 | ||||
| 2025-07-25 | 13F | 退休计划集团有限责任公司/纽约 | 10,242 | 1.89 | 2,101 | -5.87 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 4,068 | 55.98 | 933 | 80.27 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 45,403 | 23.45 | 9,119 | 2.53 | ||||
| 2025-07-16 | 13F | 雷兹尼财富管理公司 | 9,677 | 3.77 | 1,985 | -4.15 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 36,643,039 | 5.72 | 7,518,052 | -2.35 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 5,886 | 1,251 | ||||||
| 2025-07-24 | 13F | JNBA财务顾问 | 30,682 | 0.93 | 6,295 | -6.77 | ||||
| 2025-08-13 | 13F | Saiph资本有限责任公司 | 104,942 | 5.82 | 3,640 | 37.25 | ||||
| 2025-07-28 | 13F | 哈德森资本管理有限公司 | 29,339 | 1.03 | 6,019 | -6.68 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 12,748 | 2,614 | ||||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 171,644 | 20.46 | 35,216 | 11.26 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 250,899 | 2.20 | 51 | -5.56 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 832,443 | 5.31 | 170,840 | -2.73 | ||||
| 2025-08-12 | 13F | 富通资本管理有限公司 | 66,556 | 23.00 | 13,655 | 13.61 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 19,373 | 34.53 | 3,975 | 24.27 | ||||
| 2025-07-17 | 13F | 金融设计公司 | 3,560 | 730 | ||||||
| 2025-08-14 | 13F | Stonehaven 财富与税务解决方案有限责任公司 | 3,378 | 0.33 | 693 | -7.23 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 2,303,823 | 70.56 | 472,675 | 57.54 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 711,878 | 0.96 | 146,056 | -6.75 | ||||
| 2025-07-14 | 13F | Capital CS 集团有限责任公司 | 4,858 | 14.68 | 997 | 5.96 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 124,740 | 21.32 | 25,593 | 12.06 | ||||
| 2025-08-13 | 13F | 倡导财富管理服务有限责任公司 | 987 | 203 | ||||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 12,034 | 9.00 | 2,557 | -1.84 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 9,174,813 | 9.94 | 1,882,396 | 1.54 | ||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 142,171 | 3.41 | 28,555 | -14.12 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 169,631 | 40.65 | 22,588 | -15.69 | ||||
| 2025-09-05 | 13F/A | 普罗斯佩拉资本管理有限公司 | 6,656 | 5.23 | 1,366 | -2.85 | ||||
| 2025-08-05 | 13F | 直布罗陀资本管理公司 | 77,790 | 4.40 | 15,960 | -3.57 | ||||
| 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 | 1,641,914 | 3.19 | 348,907 | -7.09 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 41,746 | 2.26 | 8,565 | -16.22 | ||||
| 2025-08-14 | 13F | 沃特福德顾问有限责任公司 | 276,491 | 3,224.81 | 1,706 | -7.63 | ||||
| 2025-07-29 | 13F | APCM 个人财富管理 | 11,548 | 43.47 | 2,369 | 32.57 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 2,339,220 | 0.14 | 479,739 | -7.52 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions 有限责任公司 | 15,585 | 0.11 | 3,198 | -7.55 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 20,409 | 4 | ||||||
| 2025-07-11 | 13F | 威廉·霍华德财务顾问公司 | 7,818 | 0.01 | 1,604 | -7.60 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 23,017 | 43.90 | 4,722 | 32.94 | ||||
| 2025-07-29 | 13F | 金融对称公司 | 12,109 | 2.57 | 2,484 | -5.26 | ||||
| 2025-08-14 | 13F | 金洛克资本有限责任公司 | 4,218 | 39.76 | 865 | 29.10 | ||||
| 2025-07-28 | 13F | 瑞奥斯资本工程公司 | 101,500 | 16.00 | 21 | 5.26 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 87,694 | 0.06 | 17,992 | -7.58 | ||||
| 2025-08-25 | NP | SHRY - 大型美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,238 | 34.86 | 254 | 25.12 | ||||
| 2025-07-29 | 13F | 金融期货有限责任公司 | 3,552 | 13.23 | 729 | 4.60 | ||||
| 2025-07-08 | 13F | 布劳恩-博斯蒂奇联合公司 | 6,855 | 2.12 | 1,406 | -5.70 | ||||
| 2025-04-15 | 13F | 尊贵财富管理 PBC | 23,583 | 191.98 | 5,238 | 159.05 | ||||
| 2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 6,898 | 1.65 | 1,415 | -6.10 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 16,835 | 3,454 | ||||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 22,712 | 216.24 | 4,660 | 192.10 | ||||
| 2025-08-20 | NP | LCGNX - William Blair 大盘成长基金 N 类 | 991,860 | 5.18 | 203,500 | -2.85 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 72,199 | 0.44 | 14,813 | -7.23 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 23,054 | 9.53 | 4,730 | 1.16 | ||||
| 2025-08-01 | 13F | 育空财富管理有限公司 | 95,700 | 1.31 | 19,635 | -6.43 | ||||
| 2025-07-15 | 13F | FLP财富管理有限责任公司 | 1,823 | 6.73 | 405 | -5.39 | ||||
| 2025-08-05 | 13F | 贝克曼机构有限责任公司 | 5,474 | 1.86 | 1 | 0.00 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 339,870 | 110.61 | 69,731 | 72.55 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 278,001 | 0.38 | 57,037 | 4.29 | ||||
| 2025-08-13 | 13F | B&D 白色资本有限公司 | 19,795 | 96.18 | 4,061 | 81.21 | ||||
| 2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 91,157 | 2.84 | 18,703 | -5.02 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 7,356,385 | 14.68 | 1,509,310 | 5.93 | ||||
| 2025-08-14 | 13F | 毕宿五金融公司 | 24,692 | 2.03 | 5,066 | -5.75 | ||||
| 2025-08-14 | 13F | 财富的力量 | 58,333 | 1.86 | 11,968 | -5.91 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 76,896 | 0.08 | 15,777 | -7.56 | ||||
| 2025-07-16 | 13F | Marmo 金融集团有限责任公司 | 1,977 | 3.02 | 406 | -4.93 | ||||
| 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 | 1,173,743 | -4.65 | ||||
| 2025-07-29 | NP | PRCS-帕纳索斯核心精选 ETF | 9,740 | 137.56 | 1,998 | 119.56 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 7,963 | 1.34 | 1,634 | -6.42 | ||||
| 2025-07-28 | 13F | Nexus 投资管理 ULC | 260 | 333.33 | 53 | 178.95 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 223,612 | 1.83 | 45,879 | -5.95 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | Put | 18,300 | 141 | |||||
| 2025-08-08 | 13F | Cornerstone Advisors 资产管理公司 | 6,724 | 3.83 | 1,380 | -4.10 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 510,009 | 104,639 | ||||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 234,400 | 48,092 | |||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 242,469 | 2.46 | 49,747 | -5.36 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 2,000 | 410 | |||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 34,958 | 7,172 | ||||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 5,221 | 1,071 | ||||||
| 2025-05-29 | NP | AFVLX - 应用金融精选基金投资者类别 | 84,337 | 3.91 | 17,922 | -6.43 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 2,534,467 | 0.30 | 519,997 | -7.36 | ||||
| 2025-07-18 | 13F | 东北金融集团有限公司 | Put | 2,400 | 71.43 | 492 | 58.71 | |||
| 2025-07-18 | 13F | 东北金融集团有限公司 | 11,194 | 17.91 | 2,297 | 8.91 | ||||
| 2025-08-25 | NP | ADOIX - AXS 动态机会基金 I 类股票 | 9,177 | 47.09 | 1,883 | 35.88 | ||||
| 2025-07-07 | 13F | 奥康纳金融集团有限责任公司 | 4,075 | 7.52 | 870 | 3.45 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 155,800 | 0.76 | 31,965 | -6.93 | ||||
| 2025-06-26 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | 2,215 | 36.81 | 471 | 23.04 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 4,055 | 5.05 | 832 | -3.03 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 143,512 | 32.23 | 29,444 | 22.13 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 130,094 | 8.79 | 26,691 | 0.49 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -29,055 | 63.08 | -6,174 | 46.86 | |||
| 2025-07-23 | 13F | Avantra 家庭财富有限公司 | 28,553 | 4.35 | 5,858 | -3.60 | ||||
| 2025-07-25 | 13F | 地标财富管理有限责任公司 | 10,311 | 0.06 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 100,000 | 16.41 | 20,517 | 7.53 | ||||
| 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 | 5,275 | 12.83 | 1,121 | 1.54 | ||||
| 2025-06-26 | NP | FFLG - 富达增长机会 ETF | 164,571 | 8.10 | 34,971 | -2.67 | ||||
| 2025-07-15 | 13F | 马丁资本顾问有限公司 | 145,263 | 0.03 | 29,804 | -7.61 | ||||
| 2025-08-14 | 13F | 挑战者财富管理 | 23,405 | 4.62 | 4,802 | -3.38 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 39,169 | 1.17 | 8,036 | -6.55 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 72,598 | 1.96 | 14,895 | -5.82 | ||||
| 2025-07-08 | 13F | 伯恩伦特资产管理公司 | 132,756 | 0.18 | 27,238 | -7.46 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 11,503 | 6.19 | 2,360 | -1.91 | ||||
| 2025-08-12 | 13F | 种子投资者有限责任公司 | 29,574 | 2.77 | 6,068 | -5.08 | ||||
| 2025-08-14 | 13F | 平衡石投资顾问 | 2,293 | 6.55 | 470 | -1.47 | ||||
| 2025-07-29 | NP | PFGEX - Parnassus 成长股票基金投资者股票 | 11,516 | 0.05 | 2,363 | -7.59 | ||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | Call | 100 | 1 | |||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 900,513 | 0.63 | 184,758 | -7.05 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 461,210 | 1.69 | 94,626 | -6.07 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 2,852 | 11.06 | 585 | 14.71 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,051 | 216 | ||||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 119,283 | 13.01 | 25,348 | 1.75 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 136,659 | 0.75 | 28,038 | -6.95 | ||||
| 2025-08-06 | 13F | SP资产管理有限责任公司 | 237,352 | 27.36 | 48,698 | 17.63 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 6,085,965 | 0.96 | 1,292,887 | -3.44 | ||||
| 2025-08-14 | 13F | 新港资本集团有限责任公司 | 7,185 | 0.04 | 1,474 | -7.59 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 44,666 | 45.84 | 9,164 | 34.71 | ||||
| 2025-08-08 | 13F | 费尔班克斯资本管理公司 | 12,122 | 14.66 | 2,487 | 5.92 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 354,157 | 2.40 | 74,032 | -2.59 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 30,371 | 9.05 | 6,231 | 10.48 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 624 | 125 | ||||||
| 2025-07-31 | 13F | Fedenia 顾问有限公司 | 18,627 | 1.63 | 3,822 | -6.14 | ||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 2,537,343 | 56.05 | 520,587 | 44.13 | ||||
| 2025-07-31 | 13F | 阿斯彭资本管理有限公司 | 22,025 | 0.64 | 4,519 | -7.06 | ||||
| 2025-08-11 | 13F | 斯通里奇投资合伙公司 | 34,681 | 16.63 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | H&H国际投资有限公司 | 35,118,607 | 2.61 | 7,205,285 | -5.22 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 152,193 | 1.42 | 31,225 | -6.33 | ||||
| 2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 2,188 | 4.79 | 449 | -3.24 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 140,042 | 28,127 | ||||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 30,414 | 1.18 | 6,756 | -10.26 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 41,306 | 18.95 | 8,475 | 9.87 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 12,968 | 2,736 | ||||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 12,409 | 6.96 | 2,637 | -3.69 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 218,065 | 0.90 | 44,740 | -6.80 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 114,219 | 4.14 | 23,434 | -3.81 | ||||
| 2025-04-25 | 13F | 华尔街金融集团有限公司 | 4,937 | 59.21 | 1,097 | 41.24 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 2,005,296 | 3.55 | 411 | -4.42 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 76,455 | 41.11 | 15,686 | 30.34 | ||||
| 2025-08-11 | 13F | 绍克投资顾问公司 | 35,558 | 3.93 | 7,296 | -4.01 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 47,935 | 27.55 | 9,835 | 17.81 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 47,470 | 1.57 | 9,739 | -6.18 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 68,821 | 76.56 | 14,120 | 63.11 | ||||
| 2025-07-16 | 13F | 西尔维斯特顾问有限责任公司 | 18,432 | 3.61 | 3,782 | -4.30 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 3,232 | 663 | ||||||
| 2025-07-31 | 13F | 地层财富顾问有限责任公司 | 22,535 | 24.90 | 4,623 | 15.37 | ||||
| 2025-08-14 | 13F | KKM 金融有限责任公司 | 43,255 | 9.03 | 8,868 | 1.70 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 5,404 | 17.86 | 1,109 | 8.84 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 2,567 | 50.47 | 527 | 39.15 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 34,647 | 10.35 | 7,108 | 1.92 | ||||
| 2025-08-13 | 13F | 瑞奇财富管理有限公司 | 92,913 | 0.52 | 19,063 | -7.16 | ||||
| 2025-08-01 | 13F | 克拉克资产管理有限公司 | 93,194 | 39.78 | 19,121 | 29.10 | ||||
| 2025-03-31 | NP | ZIG - 收购方基金 | 5,918 | 1,397 | ||||||
| 2025-08-13 | 13F | 丹尔财富管理有限公司 | 4,417 | 28.14 | 1,014 | 23.81 | ||||
| 2025-07-29 | 13F | 百丽资本国际有限公司 | 118,126 | 0.75 | 24,236 | -6.94 | ||||
| 2025-07-22 | 13F | 渴望私人资本有限责任公司 | 30,805 | 2.60 | 6,320 | -5.23 | ||||
| 2025-06-27 | NP | GDIV - Harbour 股息增长领先 ETF | 74,421 | 25.18 | 15,814 | 12.72 | ||||
| 2025-08-13 | 13F | 格兰杰管理有限责任公司 | 1,100 | 226 | ||||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 171,556 | 0.73 | 36,456 | -9.30 | ||||
| 2025-07-11 | 13F | 布滕斯基和科恩金融安全公司 | 26,087 | 1.56 | 5,352 | -6.19 | ||||
| 2025-07-16 | 13F | 全球财富管理有限责任公司 | 2,657 | 17.88 | 554 | 10.80 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 3,494,184 | 2.73 | 716,902 | -5.11 | ||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 170,764 | 30.79 | 35,036 | 20.81 | ||||
| 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 | 56,081 | 6.02 | 11,506 | -2.07 | ||||
| 2025-08-14 | 13F | 瑞银奥康纳有限公司 | Call | 74,000 | 279 | |||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 299,766 | 14.90 | 61,503 | 6.13 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 12,100 | 2,483 | |||||
| 2025-07-16 | 13F | 一+一财富管理有限公司 | 13,481 | 3.35 | 2,766 | -4.56 | ||||
| 2025-08-26 | NP | IVRS - iShares Future Metaverse 科技与通信 ETF | 962 | 3.22 | 197 | -4.83 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 49,443 | 7.78 | 10,144 | -0.44 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,796,651 | 8.09 | 2,570,207 | -10.23 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 34,223 | 65.15 | 7,022 | 52.53 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 510,920 | 13.61 | 102,618 | -5.65 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 1,404,489 | 34.17 | 288,159 | 23.93 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 79,626 | 1.75 | 15,993 | -15.49 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 265,692 | 2.77 | 56,898 | 12.14 | ||||
| 2025-04-22 | 13F | 威瑞丹财富有限公司 | 7,342 | 16.39 | 1,631 | 13.35 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 181,488 | 4.22 | 38,566 | -6.15 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 106,040 | 7.73 | 21,298 | -10.53 | ||||
| 2025-07-30 | 13F | 帕拉贡顾问有限责任公司 | 21,297 | 162.34 | 4,370 | 142.32 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 1,908 | 55.50 | 391 | 43.75 | ||||
| 2025-07-11 | 13F | 迈科福有限公司 | 15,015 | 0.25 | 3,081 | -7.40 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 274,073 | 56.35 | 56,232 | 44.41 | ||||
| 2025-07-23 | 13F | 温德尔财富有限责任公司 | 43,016 | 5.49 | 8,826 | -2.56 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 1,500 | 15.38 | 308 | 6.60 | |||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 463,564 | 6.54 | 95,109 | -1.60 | ||||
| 2025-07-25 | 13F | 一级顾问公司 | 16,443 | 16.39 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 26,797 | 4.76 | 5,498 | -3.24 | ||||
| 2025-08-13 | 13F | 财务与税务建筑师有限责任公司 | 14,151 | 6.51 | 2,903 | -1.63 | ||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 53,905 | 4.37 | 11,060 | -3.61 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 38,415 | 3.89 | 7,882 | -4.04 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州美国成长基金标准级 | 170,753 | 1.72 | 35,033 | -6.05 | ||||
| 2025-07-25 | NP | AWAAX - AB 财富增值策略A级 | 159,220 | 2.75 | 31,979 | -14.67 | ||||
| 2025-07-23 | 13F | 霍尔资本管理公司 | 41,123 | 2.58 | 8,437 | -5.24 | ||||
| 2025-07-28 | 13F | 贝克博耶国家银行 | 18,011 | 0.26 | 3,695 | -7.39 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 2,192,436 | 38.76 | 449,822 | 28.16 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 3,416,085 | 0.22 | 700,908 | -7.43 | ||||
| 2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 310,283 | 3.75 | 63,661 | -4.17 | ||||
| 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 | 177,068 | 0.63 | 35,564 | -16.43 | ||||
| 2025-08-27 | 13F | 巴恩斯财富管理集团 | 18,703 | 1.17 | 3,837 | -6.55 | ||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 15,556 | 8.07 | 3,192 | -0.19 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 1,127 | 231 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 13,600 | 2,790 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 10,700 | 2,195 | |||||
| 2025-06-26 | NP | HGOAX - 哈特福德成长机会基金 A 类 | 1,349,376 | 20.50 | 286,742 | 8.50 | ||||
| 2025-08-04 | 13F | 常青顾问有限责任公司 | 3,545 | 1.93 | 727 | -5.83 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 18,130 | 12.23 | 3,720 | 3.65 | ||||
| 2025-07-09 | 13F | 大卫·J·伊瓦尔斯集团 | 21,626 | 1.17 | 4,437 | -6.55 | ||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 937 | 21.22 | 199 | 9.34 | ||||
| 2025-07-29 | 13F | 奥林绿色金融有限责任公司 | 13,214 | 1.90 | 2,711 | 8.27 | ||||
| 2025-08-14 | 13F | Navigoe 有限责任公司 | 16,918 | 68.36 | 3 | 50.00 | ||||
| 2025-07-29 | NP | IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND 投资者份额 | 36,471 | 171.20 | 7,325 | 125.25 | ||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 92,193 | 31.43 | 18,517 | 9.15 | ||||
| 2025-06-26 | NP | 邓普顿全球收入基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 128,987 | 2.22 | 26,464 | -5.59 | ||||
| 2025-08-14 | 13F | 福吉谷投资顾问公司高级顾问 | 8,477 | 3.90 | 1,739 | -4.03 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 86,023 | 1.44 | 17,649 | -6.30 | ||||
| 2025-07-29 | 13F | 贝尔与布朗财富顾问有限公司 | 62,340 | 0.55 | 12,788 | -7.14 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 357,701 | 1.32 | 73,389 | -6.42 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 36,511,452 | 1.63 | 7,491,055 | -6.13 | ||||
| 2025-07-25 | NP | AIPI - REX AI 股票溢价收益 ETF | 40,195 | 1.78 | 8,073 | -15.47 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 19,749,991 | 10.13 | 4,052,106 | 1.72 | ||||
| 2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 31,695 | 10.81 | 5,787 | -8.91 | ||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 111,121 | 0.02 | 22,799 | -7.62 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 1,226,637 | 29.27 | 251,669 | 19.40 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 46,207 | 4.81 | 9,480 | -3.20 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 341,099 | 0.96 | 69,983 | -6.75 | ||||
| 2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 121,266 | 1.65 | 24,880 | -6.11 | ||||
| 2025-08-13 | 13F | 中医顾问有限责任公司 | 1,491 | -9.03 | ||||||
| 2025-08-13 | 13F | 全地形财务顾问有限责任公司 | Put | 4,400 | 41.94 | 903 | 31.10 | |||
| 2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 2,962 | 28.67 | 608 | 18.79 | ||||
| 2025-08-07 | 13F | 国会家族办公室有限公司 | 13,654 | 12.34 | 2,801 | 3.78 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 119,480 | 3.65 | 24,514 | -4.27 | ||||
| 2025-08-05 | 13F | 太平洋财富策略集团有限公司 | 44,200 | 14.58 | 9,174 | 7.07 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 179,476 | 2.71 | 36,823 | -5.13 | ||||
| 2025-07-08 | 13F | 希科利角银行与信托公司 | 11,180 | 4.36 | 2,294 | -3.61 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 股权收益账户 1 类 | 57,632 | 1.33 | 11,824 | -6.40 | ||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 14,168 | 628.81 | 456 | 5.57 | ||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 70,155 | 407.27 | 14,394 | 368.52 | ||||
| 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 | 20,627,649 | 11.25 | 4,232,175 | 2.75 | ||||
| 2025-04-28 | NP | BFOR - 巴伦 400 ETF | 1,649 | 1.23 | 399 | 3.11 | ||||
| 2025-07-28 | 13F | 肯农格林公司有限责任公司 | 3,667 | 0.44 | 762 | -6.04 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 12,025 | 2,467 | ||||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 8,611 | 10.38 | 1,767 | 1.96 | ||||
| 2025-07-29 | 13F | 纪念碑集团财富顾问有限责任公司 | 5,646 | 13.49 | 1,158 | 4.80 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 18,205 | 16.96 | 3,735 | 8.04 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 942,999 | 51.08 | 200,387 | 36.04 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 7,527,783 | 1.33 | 1,544 | -6.37 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 593,037 | 10.28 | 126,020 | -0.70 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 354,749,794 | 1.41 | 72,506,336 | -6.44 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 9,525 | 3.78 | 2,116 | -7.96 | ||||
| 2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 38,695 | 1.96 | 7,939 | -5.82 | ||||
| 2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 12,943 | 0.93 | 3 | -99.93 | ||||
| 2025-07-15 | 13F | 家庭投资中心有限公司 | 8,736 | 11.83 | 1,792 | 3.29 | ||||
| 2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 1,307 | 29.15 | 268 | 19.64 | ||||
| 2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 11,279,588 | 14.12 | 2,265,505 | -5.22 | ||||
| 2025-07-09 | 13F | Mfg 财富管理有限公司 | 13,424 | 8.13 | 2,754 | -0.11 | ||||
| 2025-07-28 | 13F | 佩廷加财务顾问有限责任公司 | 47,163 | 0.07 | 9,676 | -7.57 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 121,796 | 6.75 | 24,989 | -1.40 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 127,000 | 15.29 | 26,057 | 6.38 | ||||
| 2025-07-17 | 13F | 频谱战略资本管理有限责任公司 | 20,472 | 17.14 | 4,200 | 8.22 | ||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 136,853 | 14.41 | 28,078 | 5.68 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 3,024,941 | 30.30 | 620,627 | 20.35 | ||||
| 2025-08-07 | 13F/A | 工商信用 | 31,938 | 39.88 | 6,553 | 29.21 | ||||
| 2025-08-14 | 13F | 嘉实投资服务有限公司 | 16,255 | 20.11 | 3,335 | 10.95 | ||||
| 2025-07-28 | NP | SGFFX - 麻雀成长基金 A 类 | 13,360 | 3.97 | 2,683 | -13.65 | ||||
| 2025-08-14 | 13F | 恒指导金融有限责任公司 | 15,773 | 7.94 | 3,233 | -0.43 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 64,766 | 11.46 | 13,763 | 0.36 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 5,459,500 | 13.92 | 1,120,126 | 5.23 | |||
| 2025-08-11 | 13F | 花旗集团 | Call | 1,970,700 | 2.18 | 404,329 | -5.62 | |||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 5,906 | 17.11 | 1,212 | 8.13 | ||||
| 2025-08-13 | 13F | 德克萨斯州资本银行股份公司/德克萨斯州 | 58,036 | 0.01 | 11,907 | -7.63 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 10,884,086 | 9.81 | 2,205 | 3.04 | ||||
| 2025-08-13 | 13F | 九桅资本有限公司 | 15,742 | 3,230 | ||||||
| 2025-07-22 | 13F | 独特的财富有限责任公司 | 22,017 | 0.65 | 4,517 | -7.02 | ||||
| 2025-07-09 | 13F | 米拉多资本合伙公司 | 112,648 | 2.37 | 23,112 | -5.45 | ||||
| 2025-06-25 | NP | SEMI - 哥伦比亚塞利格曼半导体和技术 ETF 股票 | 17,016 | 1,455.39 | 3,616 | 1,854.05 | ||||
| 2025-07-15 | 13F | 博伊德财富管理有限责任公司 | 5,337 | 18.68 | 1,095 | 9.62 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 228,720 | 106.17 | 46,926 | 90.44 | ||||
| 2025-07-16 | 13F | 科尔顿·格鲁姆财务顾问有限公司 | 26,654 | 1.81 | 5,469 | -1.71 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 42,751 | 47.92 | 8,771 | 36.64 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 2,830,002 | 7.52 | 580,632 | -0.69 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 559,965 | 6.47 | 112,469 | -11.58 | ||||
| 2025-08-14 | 13F | 缓存顾问有限责任公司 | 183,639 | 15.94 | 37,677 | 7.09 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 33,393 | 10.74 | 7,418 | -1.77 | ||||
| 2025-08-14 | 13F | 克雷斯特蒙特私人财富有限责任公司 | 3,633 | 8.42 | 745 | 0.13 | ||||
| 2025-08-14 | 13F | Sagard 控股管理公司 | 588 | 121 | ||||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Call | 4,400 | 903 | |||||
| 2025-07-31 | 13F | 麦卢卡金融有限责任公司 | 3,039 | 3.19 | 623 | -4.74 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | Call | 30,000 | 900.00 | 6,664 | 787.22 | |||
| 2025-08-14 | 13F | Sphera 管理科技基金有限公司 | 14,810 | 20.80 | 3,039 | 11.57 | ||||
| 2025-07-24 | 13F | 法院广场顾问有限责任公司 | 25,386 | 0.59 | 5,208 | -7.08 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 24,958 | 2.86 | 5,121 | 0.85 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 300,375 | 0.01 | 61,628 | -7.63 | ||||
| 2025-07-25 | 13F | 航点财富顾问 | 32,917 | 5.23 | 6,754 | -2.81 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 17,772 | 0.07 | 3,646 | -7.56 | ||||
| 2025-07-28 | NP | LBAY - 棱皮龟多/空另类收益 ETF | Short | -2,212 | 1.70 | -444 | -15.59 | |||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 28,162 | 1.16 | 5,778 | -6.57 | ||||
| 2025-07-31 | 13F | 夏普和花岗岩有限责任公司 | 14,757 | 3.73 | 3,135 | -0.82 | ||||
| 2025-07-14 | 13F | 湖岸财务规划公司 | 39,099 | 1.53 | 8,022 | -6.23 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 78,207 | 16,046 | ||||||
| 2025-08-13 | 13F | Crake资产管理有限责任公司 | 428,000 | 87,813 | ||||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,498,327 | 15.01 | 318,394 | 3.56 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 24,406 | 3.44 | 5,007 | -4.45 | ||||
| 2025-07-09 | 13F | 索耶公司 | 52,362 | 0.75 | 11 | -9.09 | ||||
| 2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 87,445 | 0.54 | 17,941 | -7.13 | ||||
| 2025-07-15 | 13F | 伊顿金融控股有限公司 | 55,282 | 117.38 | 11,342 | 100.78 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 20,523 | 18.09 | 4,211 | 9.07 | ||||
| 2025-08-12 | 13F | 绝对资本管理有限责任公司 | 2,562 | 8.19 | 526 | -0.19 | ||||
| 2025-04-23 | NP | TEPLX - Templeton Growth Fund, Inc. A 类 | 983,765 | 25.44 | 237,914 | 27.82 | ||||
| 2025-06-26 | NP | SCJAX - Steward 备兑看涨期权收入基金 A 类 | 21,100 | 1.44 | 4,484 | -8.66 | ||||
| 2025-06-26 | NP | WLTG - WealthTrust DBS 长期增长 ETF | 1,993 | 7.79 | 424 | -2.98 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 18,918 | 3,881 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 7,268 | 60.23 | 1,491 | 48.06 | ||||
| 2025-07-31 | 13F | BIP 财富有限责任公司 | 61,616 | 1.64 | 12,642 | -6.13 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 1,012,199 | 8.95 | 207,673 | 0.63 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 30,884 | 2.31 | 6,336 | -5.50 | ||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 84,222 | 21.52 | 17,280 | 12.25 | ||||
| 2025-08-25 | NP | SURE - AdvisorShares DoubleLine 价值股票 ETF | 2,275 | 13.75 | 467 | 4.95 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 197,061 | 3.61 | 40,431 | -4.30 | ||||
| 2025-07-11 | 13F | 艾睿投资顾问有限公司 | 12,524 | 1,627 | ||||||
| 2025-07-31 | 13F | R平方有限公司 | 2,742 | 563 | ||||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 70,018 | 4.25 | 14,366 | -3.71 | ||||
| 2025-08-26 | NP | PGWAX - AllianzGI 重点增长基金 A | 590,880 | 0.92 | 121,231 | -6.78 | ||||
| 2025-08-14 | 13F | 贝多资本管理公司 | 2,597 | 1.84 | 1 | |||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 146,236 | 42.96 | 31,075 | 28.72 | ||||
| 2025-07-30 | 13F | 蓝筹财富顾问有限责任公司 | 18,697 | 7.96 | 3,836 | -0.31 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | Put | 24 | 100.00 | 16 | 77.78 | |||
| 2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 118,034 | 0.73 | 24,217 | -6.96 | ||||
| 2025-08-13 | 13F | 财富信托公理有限责任公司 | 79,124 | 0.42 | 16,234 | -7.25 | ||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 48,609 | 14.64 | 9,763 | -4.79 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 51,719 | 12.28 | 10,611 | 3.71 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 292,230 | 3.12 | 60,971 | -3.15 | ||||
| 2025-08-27 | NP | HDCAX - Rational Equity Armor 基金 A 类股票 | 4,060 | 15.50 | 833 | 6.67 | ||||
| 2025-08-14 | 13F | 哈维资本管理公司 | 106,244 | 3.19 | 22,080 | -3.46 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 389,136 | 79,839 | ||||||
| 2025-08-26 | NP | FTQI - First Trust 对冲 BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 216,373 | 3.09 | 44,393 | -4.78 | ||||
| 2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 46,364 | 3.94 | 9,513 | -4.00 | ||||
| 2025-08-14 | 13F | 阿博特财务管理公司 | 56,943 | 3.28 | 11,683 | -4.61 | ||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 33,325 | 28.72 | 6,935 | 18.41 | ||||
| 2025-08-01 | 13F | Wincap金融有限责任公司 | 22,250 | 1.12 | 4,565 | -6.61 | ||||
| 2025-08-14 | 13F | 帕文资产管理有限公司 | 24,869 | 1.40 | 5,102 | -6.33 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 87,725 | 11.25 | 17,620 | -7.60 | ||||
| 2025-07-29 | 13F | 直道财富管理 | 3,484 | 0.55 | 715 | -7.15 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Put | 4,000 | 821 | |||||
| 2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 68,403 | 9.98 | 14,536 | -0.97 | ||||
| 2025-08-06 | 13F | 霍兰证券公司 | 22,278 | 1.51 | 4,571 | -6.24 | ||||
| 2025-07-25 | NP | ADGAX - AB 核心机会基金公司 A 类 | 36,320 | 7,295 | ||||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 322,121 | 18.53 | 66,090 | 9.48 | ||||
| 2025-08-07 | 13F | 卫报合伙公司 | 92,820 | 4.82 | 19,597 | 8.14 | ||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 137,928 | 1.25 | 28,299 | -6.48 | ||||
| 2025-07-16 | 13F | 蓝橡树资本有限责任公司 | 8,635 | 77.53 | 1,772 | 63.98 | ||||
| 2025-08-28 | 13F | 中西部金融有限责任公司/IA | 4,682 | 961 | ||||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 1,861,716 | 43.43 | 381,968 | 41.22 | ||||
| 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 | 1,127,703 | 2.35 | 226,499 | -14.99 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 637,350 | 1.36 | 135,437 | -8.74 | ||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 37,909 | 0.09 | 7,623 | -9.40 | ||||
| 2025-07-03 | 13F | 阿维斯特投资公司 | 20,175 | 4.02 | 4,139 | -3.92 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | Put | 2,811 | -1.54 | |||||
| 2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 221,868 | 4.71 | 47,147 | -5.72 | ||||
| 2025-04-01 | NP | CCAPX - CHIRON 资本配置基金 I 类股票 | 82,492 | 79.57 | 19,468 | 87.59 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 1,415,932,804 | 1.08 | 290,506,933 | -6.64 | ||||
| 2025-07-16 | 13F | 雷尼尔家族财富公司 | 15,406 | 1.57 | 3,161 | -6.20 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 439,429 | 38.01 | 90,158 | 27.47 | ||||
| 2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 110,455 | 1.45 | 22,662 | -6.29 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 194,599 | 2.23 | 41,113 | 2.26 | ||||
| 2025-08-01 | 13F | 佩特拉金融顾问公司 | 3,526 | 11.76 | 724 | 3.29 | ||||
| 2025-08-13 | 13F | 槐木资本顾问有限公司 | 483,674 | 3.77 | 99,235 | -4.15 | ||||
| 2025-07-22 | 13F | 串联投资合伙公司 | 11,271 | 8.47 | 2,312 | 0.17 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 134,069 | 3.17 | 27,507 | -4.71 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 135,609 | 4.86 | 27,823 | -3.15 | ||||
| 2025-07-09 | 13F | 终身财富顾问有限公司 | 6,918 | 6.86 | 1,419 | -1.32 | ||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 68,707 | 6.89 | 14,097 | -1.27 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 32,953 | 1.69 | 6,761 | -6.09 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 53,555,986 | 0.50 | 10,988,082 | -7.17 | ||||
| 2025-08-14 | 13F | 伊登布鲁克资本有限责任公司 | Put | 10,000 | 2,052 | |||||
| 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 | 188,913 | 1.85 | 38,739 | -5.93 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 3,527,854 | 13.91 | 723,810 | 5.21 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 1,490,699 | 0.16 | 305,847 | -7.49 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 30,847 | 1.04 | 6,329 | -6.68 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 33,701 | 3.37 | 6,915 | -4.52 | ||||
| 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 | 333,939 | 5.21 | 68,514 | -2.82 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 71,250 | 2.79 | 15,141 | -7.45 | ||||
| 2025-08-14 | 13F | 沃特斯帕克森有限公司 | 165,655 | 0.40 | 33,988 | -7.27 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 470,332 | 110.67 | 96,498 | 94.58 | ||||
| 2025-08-06 | 13F | ETF 商店有限公司 | 1,139 | 0.09 | 234 | -7.54 | ||||
| 2025-08-14 | 13F | 彭宁顿合伙公司 | 11,707 | 130.14 | 2,402 | 112.48 | ||||
| 2025-07-31 | 13F | 哈特福德财务管理公司 | 61,895 | 1.85 | 12,699 | -5.92 | ||||
| 2025-08-11 | 13F | Talos 资产管理有限公司 | 99,400 | 20,394 | ||||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 4,906 | 6.37 | 1,007 | -1.76 | ||||
| 2025-07-25 | 13F | 动态金融集团 | 5,645 | 2.17 | 1,158 | -5.62 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 63,310 | 7.18 | 12,989 | -1.01 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 1,490,250 | 2.56 | 305,755 | -5.27 | ||||
| 2025-07-23 | 13F | DMG 集团有限责任公司 | 52,362 | 0.51 | 10,743 | -7.16 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 1,905,789 | 0.67 | 391,011 | -7.01 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | Put | 10,400 | 1,980.00 | 2,134 | 1,821.62 | |||
| 2025-07-10 | 13F | 远景金融有限公司 | 2,573 | 11.10 | 528 | 2.53 | ||||
| 2025-07-09 | 13F | 生活方式资产管理公司 | 10,215 | 26.89 | 2,096 | 17.17 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 148,576 | 4.54 | 30,483 | -3.44 | ||||
| 2025-07-08 | 13F | 理查德·P·斯劳特联合公司 | 62,235 | 7.32 | 12,769 | -0.88 | ||||
| 2025-07-28 | 13F | Nvest金融有限责任公司 | 38,250 | 9.96 | 7,848 | 1.57 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 160,567 | 72.72 | 32,944 | 59.54 | ||||
| 2025-07-15 | 13F | 赫布斯特集团有限公司 | 21,951 | 0.26 | 4,504 | -7.40 | ||||
| 2025-07-24 | 13F | 强塔咨询服务 | 41,000 | 1.80 | 8,412 | 15.09 | ||||
| 2025-07-25 | 13F | 法律优势投资有限公司 | 16,865 | 37.51 | 3,460 | 27.02 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | Put | 4,103 | -38.42 | |||||
| 2025-08-18 | 13F | 老北州信托有限责任公司 | 55,576 | 2.26 | 11 | -15.38 | ||||
| 2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 735,511 | 6.64 | 150,905 | -1.50 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 127,131 | 3.55 | 26,083 | -4.36 | ||||
| 2025-08-14 | 13F | 美国资本管理公司 | 2,800 | 112.77 | 574 | 96.58 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 102,911 | 1.34 | 21,114 | -6.39 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 44,681 | 16.01 | 9,167 | 7.15 | ||||
| 2025-07-21 | 13F | 沙利文伍德资本管理有限责任公司 | 4,858 | 997 | ||||||
| 2025-08-07 | 13F | 彭布罗克管理有限公司 | 2,198 | 139.96 | 451 | 121.67 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | Put | 414 | 158.75 | 248 | 3,442.86 | |||
| 2025-08-15 | 13F | 普威创新财富顾问有限公司 | 42,543 | 400.04 | 8,729 | 362.04 | ||||
| 2025-07-10 | 13F | 财务管理网络公司 | 66,039 | 1.37 | 14,103 | 19.30 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 503,339 | 11.21 | 106,960 | 0.13 | ||||
| 2025-03-18 | 13F | 托马资本管理有限公司 | 15,223 | 3,812 | ||||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 391,440 | 9.00 | 80,312 | 0.68 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 23,559,112 | 0.26 | 4,833,623 | -7.39 | ||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 71,920 | 0.09 | 14,756 | -7.56 | ||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 58,879 | 0.51 | 12,362 | -5.00 | ||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 2,500,633 | 8.26 | 513,055 | -0.01 | ||||
| 2025-07-16 | 13F | 伦道夫公司 | 2,379 | 0.59 | 488 | -7.05 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 149,573 | 2.36 | 30,688 | -5.46 | ||||
| 2025-08-26 | NP | 贝莱德 ESG 资本配置信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 126,341 | 51.06 | 25,921 | 39.53 | ||||
| 2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | Call | 15,500 | 434.48 | 3,180 | 393.79 | |||
| 2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | Put | 23,800 | 693.33 | 4,883 | 633.18 | |||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 247,951 | 1.46 | 50,872 | -6.29 | ||||
| 2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | 10,090 | 138.87 | 2,070 | 120.68 | ||||
| 2025-08-07 | 13F | 美国阿尔法顾问有限公司 | 1,110 | 228 | ||||||
| 2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 19,692 | 2.04 | 4,040 | -5.74 | ||||
| 2025-06-26 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 6,565 | 1,395 | ||||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 18,273 | 6.52 | 3,749 | -1.63 | ||||
| 2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 13,904 | 4.07 | 2,853 | -3.88 | ||||
| 2025-08-19 | NP | DAVPX - 达文波特核心基金 | 142,574 | 3.00 | 29,252 | -4.87 | ||||
| 2025-07-02 | 13F | 雅各布斯公司/ca | 254,468 | 3.74 | 52 | -3.70 | ||||
| 2025-07-21 | 13F | 太平洋金融集团公司 | 1,062 | 218 | ||||||
| 2025-08-12 | 13F | DCF顾问有限责任公司 | 8,750 | 9.38 | 1,795 | 1.01 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 555,045 | 11.32 | 117,947 | 0.23 | ||||
| 2025-08-14 | 13F | 索罗斯基金管理公司 | 21,131 | 4,335 | ||||||
| 2025-08-14 | 13F | 索罗斯基金管理公司 | Call | 200,000 | 41,034 | |||||
| 2025-08-12 | 13F | 库珀/海姆斯顾问有限公司 | 24,350 | 6.95 | 4,996 | -1.23 | ||||
| 2025-08-05 | 13F | 阿耳忒弥斯财富顾问有限责任公司 | 39,684 | 2.35 | 8,142 | -5.47 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 17,314 | 3,552 | ||||||
| 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 | 221,305 | 9.46 | 45,405 | 1.11 | ||||
| 2025-08-26 | NP | TPLGX - T. Rowe Price 机构大盘核心成长基金 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 | 1,146,932 | 6.10 | 235,316 | -2.00 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 1,442,483 | 295,954 | ||||||
| 2025-08-05 | 13F | 阿斯特拉财富合伙公司 | 8,105 | 8.11 | 1,663 | -0.18 | ||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 21,398 | 2.04 | 4,390 | -5.73 | ||||
| 2025-07-25 | 13F | Gordian 顾问有限责任公司 | 10,698 | 5.34 | 2,195 | -2.71 | ||||
| 2025-04-28 | 13F | 博尔德财富顾问有限责任公司 | 6,722 | 3.35 | 1,493 | -8.29 | ||||
| 2025-07-03 | 13F | 三一财务顾问有限责任公司 | 39,090 | 34.79 | 8,020 | 36.12 | ||||
| 2025-08-14 | 13F | KP管理有限公司 | Call | 10,000 | 2,052 | |||||
| 2025-07-09 | 13F | 焦点财富顾问有限责任公司 | 15,057 | 0.07 | 3,089 | -7.57 | ||||
| 2025-08-06 | 13F | 南州公司 | Put | 616 | ||||||
| 2025-08-04 | 13F | 财富 45 有限责任公司 | 15,424 | 1.90 | 3,165 | -5.92 | ||||
| 2025-08-15 | NP | MTCGX - M 大盘成长基金 | 104,906 | 21,524 | ||||||
| 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 | 560,511 | 8.89 | 112,579 | -9.57 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 81,786 | 22.69 | 16,782 | 13.32 | ||||
| 2025-07-23 | 13F | 下一级财富规划有限责任公司 | 8,726 | 2.70 | 1,790 | -5.14 | ||||
| 2025-06-27 | NP | Tidal Trust II - YieldMax(TM) Dorsey Wright Hybrid 5 收入 ETF | 3,380 | 718 | ||||||
| 2025-07-31 | 13F | 商标财务管理有限责任公司 | 2,601 | 43.23 | 534 | 32.26 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 85,317 | 284.95 | 17,504 | 255.56 | ||||
| 2025-07-11 | 13F | OxenFree 资本有限责任公司 | 1,452 | 1.82 | 298 | 8.00 | ||||
| 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 | 17,392 | 2.75 | 3,568 | -5.08 | ||||
| 2025-08-13 | 13F/A | DLD资产管理有限合伙人 | Call | 3,000 | 615 | |||||
| 2025-07-28 | NP | UDOW - ProShares UltraPro Dow30 | 67,613 | 1.09 | 13,580 | -16.04 | ||||
| 2025-08-04 | 13F | 肖尔帕斯资本管理有限公司 | 45,125 | 0.98 | 9,258 | -6.72 | ||||
| 2025-08-11 | 13F | 十月效应有限公司 | 1,955 | 401 | ||||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 68,502 | 6,850,100.00 | 14,055 | |||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 45,738 | 0.24 | 9,186 | -16.76 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 23,063 | 13.54 | 4,732 | 4.88 | ||||
| 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 | 566,100 | 1.02 | 116,147 | -6.70 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 9,799 | 5.44 | 2,010 | -2.62 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 35,886 | 4.01 | 7 | 0.00 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 42,016 | 5.25 | 8,620 | -2.79 | ||||
| 2025-08-15 | NP | BLYAX - American Beacon Bridgeway 大盘成长基金 A 类 | 41,170 | 6.74 | 8,447 | -1.41 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 176,304 | 3.79 | 36,172 | -4.13 | ||||
| 2025-07-28 | 13F | 观澜湖财务咨询有限公司 | 6,938 | 72.76 | 1,423 | 59.53 | ||||
| 2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 4,018 | 16.67 | 854 | 5.05 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 139,836 | 5.02 | 28,690 | -2.99 | ||||
| 2025-06-30 | NP | DYLG - Global X Dow 30 备兑看涨期权和成长 ETF | 343 | 30.42 | 73 | 16.13 | ||||
| 2025-08-14 | 13F | 松港财富管理有限责任公司 | 19,319 | 5.05 | 3,964 | -2.99 | ||||
| 2025-07-08 | 13F | 巴卢顾问公司 | 8,758 | 6.20 | 1,870 | 14.44 | ||||
| 2025-08-15 | 13F | 肯辛顿投资顾问有限责任公司 | 59,647 | 2.18 | 12,238 | -5.63 | ||||
| 2025-07-09 | 13F | GSG 顾问有限责任公司 | 104,194 | 0.40 | 21,377 | 3.59 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 42,206 | 0.42 | 8,477 | -16.60 | ||||
| 2025-04-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 643,168 | 4.12 | 155,544 | 6.10 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 519,263 | 14.61 | 104,294 | -4.81 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 113,300 | 61.86 | 23,246 | 49.50 | |||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 10,545 | 9.97 | 2 | 0.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 65,814 | 5.22 | 13,985 | -5.25 | ||||
| 2025-08-28 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 28,565 | 129.24 | 5,861 | 111.78 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 890,230 | 12.02 | 182,648 | 3.46 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 1,769,573 | 376,034 | ||||||
| 2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 68,699 | 1.39 | 14,095 | -6.36 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 59,012 | 4.80 | 12,540 | -5.63 | ||||
| 2025-08-05 | 13F | 联邦退休投资有限责任公司 | 12,304 | 0.05 | 2,524 | -7.58 | ||||
| 2025-08-07 | 13F | 坚决顾问有限责任公司 | 3,221 | 30.35 | 661 | 20.44 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 140,908 | 99.46 | 29 | 86.67 | ||||
| 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 | 4,442,205 | 3.33 | 943,969 | -6.96 | ||||
| 2025-07-18 | 13F | 麦奎尔投资集团有限责任公司 | 116,410 | 1.49 | 23,884 | -6.26 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 229,256 | 1.19 | 47,037 | -6.54 | ||||
| 2025-08-27 | NP | OFAFX - Olstein 全市值基金顾问级 | 26,000 | 13.04 | 5,334 | 4.42 | ||||
| 2025-07-22 | 13F | 康帕斯金融集团有限公司/SD | 14,205 | 0.23 | 2,915 | -7.43 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 97,037 | 24.89 | 19,909 | 15.36 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 2,093,918 | 1.48 | 429,582 | -6.27 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 157,442 | 8.83 | 32,302 | 0.53 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 1,910,139 | 0.55 | 391,903 | -7.13 | ||||
| 2025-07-10 | 13F | 布鲁克林 FI 有限责任公司 | 2,923 | 60.08 | 600 | 47.90 | ||||
| 2025-07-15 | 13F | 统一投资管理 | 7,184 | 3.28 | 1,474 | -4.60 | ||||
| 2025-07-17 | 13F | 格里森集团公司 | 4,287 | 40.24 | 880 | 29.46 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 53,996 | 5.84 | 11,078 | -2.24 | ||||
| 2025-07-24 | NP | FDTX - 富达颠覆性技术 ETF | 12,225 | 27.01 | 2,455 | 5.50 | ||||
| 2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 5,922 | 8.80 | 1,215 | 0.50 | ||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 5,458 | 2.23 | 1,120 | -5.57 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 59,068 | 1.12 | 12,119 | -6.61 | ||||
| 2025-07-03 | 13F | 第一夏威夷银行 | 16,345 | 0.86 | 3,354 | -6.84 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 3,833 | 167.67 | 786 | 147.17 | ||||
| 2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 80,420 | 27.66 | 16,500 | 17.91 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | Call | 3,500 | 718 | |||||
| 2025-07-29 | 13F | 西姆斯投资管理有限公司 | 3,297 | 0.12 | 677 | -7.52 | ||||
| 2025-08-21 | 13F | 克拉里昂财富管理合伙有限公司 | 36,233 | 7,434 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 1,310 | 6.42 | 278 | -4.14 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 17,530 | 9.30 | 3,597 | 0.95 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 257,419 | 19.24 | 52,815 | 10.14 | ||||
| 2025-08-13 | 13F | 吉维尼资本公司 | 16,976 | 81.23 | 3,483 | 67.40 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 46,392 | 0.91 | 9,518 | -6.80 | ||||
| 2025-07-31 | 13F | 欧佩斯财富管理有限责任公司 | 423,047 | 2.38 | 86,796 | -5.43 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Franklin 股息和收入管理风险投资组合 II 类股票 | 16,803 | 1.06 | 3,447 | -6.66 | ||||
| 2025-08-07 | 13F | 灰石金融集团有限责任公司 | 82,542 | 0.08 | 16,935 | -7.56 | ||||
| 2025-08-14 | 13F | 公共投资基金 | Call | 640,600 | 131,432 | |||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 2,136,596 | 5.94 | 438,365 | -2.14 | ||||
| 2025-06-26 | NP | 克拉夫全球机会基金 | 27,430 | 47.63 | 5,829 | 32.94 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 40,122 | 3.67 | 8,331 | -3.53 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 17,195 | 10.61 | 3,528 | 2.14 | ||||
| 2025-08-07 | 13F | 前景金融集团有限公司 | 9,413 | 0.16 | 1,931 | -7.47 | ||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 570 | 121 | ||||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 23,911 | 5 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 573,665 | 17.37 | 117,698 | 7.90 | ||||
| 2025-08-14 | 13F | Boyer & Corporon 财富管理有限责任公司 | 36,880 | 20.95 | 7,567 | 11.71 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 391,155 | 13.02 | 78,563 | -6.14 | ||||
| 2025-07-09 | 13F | LifePlan 金融有限责任公司 | 3,441 | 45.56 | 706 | 34.29 | ||||
| 2025-07-10 | 13F | Threadgill 金融有限公司 | 11,442 | 0.10 | 2,348 | -7.53 | ||||
| 2025-07-29 | 13F | 杜蒙和布莱克投资顾问有限公司 | 69,858 | 0.31 | 14,333 | -7.35 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 468,764 | 52.52 | 96,176 | 40.87 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 885,549 | 21.24 | 188,179 | 9.17 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 83,651 | 0.68 | 17,261 | -6.65 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 103,479 | 16.56 | 21,231 | 7.66 | ||||
| 2025-08-06 | 13F | 神童资产管理有限公司 | 5,073 | 13.01 | 1,041 | 4.31 | ||||
| 2025-06-30 | NP | BDIV - AAM BRENTVIEW 股息增长 ETF | 937 | 53.10 | 199 | 38.19 | ||||
| 2025-08-25 | NP | HDGE - AdvisorShares Ranger 股票熊市 ETF | Short | -9,000 | -1,847 | |||||
| 2025-08-12 | 13F | BWM 规划有限责任公司 | 48,660 | 5.58 | 9,983 | -2.48 | ||||
| 2025-07-09 | 13F | 伍德斯托克公司 | 169,874 | 0.02 | 34,853 | -7.62 | ||||
| 2025-07-10 | 13F | 艾尔郡资本管理有限责任公司 | 41,397 | 0.19 | 8,493 | -7.45 | ||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 32,459 | 6.86 | 6,660 | -1.30 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 55,906 | 53.10 | 11,229 | 27.14 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 122,338 | 26.71 | 25,100 | 17.04 | ||||
| 2025-07-17 | 13F | 柳溪财富管理公司 | 60,708 | 0.31 | 12,455 | -7.34 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 123,338 | 6.13 | 25,305 | -1.97 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 10,246 | 0.05 | 2,102 | -7.56 | ||||
| 2025-07-28 | 13F | 中科威金融集团 | 16,335 | 0.02 | 3 | 0.00 | ||||
| 2025-07-15 | 13F | 史密斯霍华德财富管理有限公司 | 14,879 | 3.14 | 3,053 | -4.74 | ||||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 8,041,368 | 9.77 | 1,649,847 | 1.39 | ||||
| 2025-07-16 | 13F | AAFMAA 财富管理与信托有限责任公司 | 17,299 | 0.93 | 3,549 | -6.78 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 85,566 | 12.12 | 17,556 | 3.56 | ||||
| 2025-07-31 | 13F | B&T 资本管理 DBA Alpha 资本管理 | 53,776 | 0.43 | 11,033 | -7.24 | ||||
| 2025-08-14 | 13F | 道富银行 | 601,249,995 | 0.88 | 123,358,461 | -6.83 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 755,121 | 7.75 | 154,928 | -0.48 | ||||
| 2025-07-15 | 13F | 科维亚金融 | 668,609 | 2.05 | 137,179 | -5.74 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 24,723 | 6.35 | 5,072 | -1.76 | ||||
| 2025-07-14 | 13F | 银行与信托公司 | 12,604 | 0.84 | 2,586 | -6.88 | ||||
| 2025-07-23 | NP | RJMG - FT Raymond James 多元成长股票 ETF | 1,539 | 6.14 | 309 | -11.71 | ||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 154,594 | 1.38 | 31,718 | -6.36 | ||||
| 2025-08-05 | 13F | BCGM 财富管理有限责任公司 | 19,070 | 3.13 | 3,913 | -4.75 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 224,975 | 4.30 | 46,158 | -3.66 | ||||
| 2025-08-20 | NP | WBGSX - 威廉·布莱尔成长基金 N 级 | 56,143 | 50.74 | 11,519 | 39.22 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 1,991,461 | 2.70 | 409 | -5.12 | ||||
| 2025-07-17 | 13F | 斯科特与塞尔伯公司 | 114,474 | 0.35 | 23 | -8.00 | ||||
| 2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 14,537 | 35.11 | 3,229 | 19.86 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 105,201 | 20.44 | 21,584 | 11.25 | ||||
| 2025-08-08 | 13F | 凡士通资本管理公司 | 18,552 | 7.54 | 3,806 | -0.68 | ||||
| 2025-08-14 | 13F | JPL 财富管理有限责任公司 | 52,085 | 0.79 | 10,686 | -6.91 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 19,091 | 4.60 | 3,917 | -3.40 | ||||
| 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 | 8,970,523 | 3.84 | 1,840,482 | -4.09 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 2,907,467 | 2.30 | 596,525 | -5.51 | ||||
| 2025-08-01 | 13F | 斯图尔特·乔西联合公司 | 3,193 | 3.23 | 655 | -4.52 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 65,042 | 2.10 | 13,345 | -5.72 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 17,290 | 1.57 | 3,547 | -6.16 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 7,551,499 | 7.47 | 1,612,623 | 3.31 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 90,922,060 | 1.92 | 18,654,479 | -5.86 | ||||
| 2025-07-08 | 13F | 合伙财富管理有限责任公司 | 4,240 | 0.02 | 870 | -7.65 | ||||
| 2025-07-28 | NP | VAPPX - 资本增值基金 | 110,455 | 41.25 | 22,185 | 17.31 | ||||
| 2025-05-08 | NP | QBDSX - 量化管理收益基金投资者类别股票 | 3,180 | 706 | ||||||
| 2025-07-22 | 13F | 智者投资顾问有限公司 | 20,536 | 2.38 | 4,213 | -5.43 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 245,955 | 0.15 | 50,463 | -7.50 | ||||
| 2025-08-06 | 13F | 峰会财富与退休规划公司 | 28,264 | 0.31 | 5,799 | -7.35 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 6,538,300 | 6.77 | 1,341,463 | -1.39 | |||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 9,031,600 | 226.27 | 1,853,013 | 201.36 | |||
| 2025-07-18 | 13F | 观点投资伙伴公司 | 11,176 | 99.71 | 2,293 | 84.39 | ||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 42,710 | 1.73 | 8,970 | 8.18 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 214,606,399 | 7.98 | 44,031,146 | -0.26 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 313,304 | 0.12 | 64,281 | -7.52 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 739,952 | 151,816 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 10,371,100 | 26.34 | 2,127,839 | 16.69 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 12,149,500 | 3.02 | 2,492,713 | -4.85 | |||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 105,291 | 1.33 | 21,603 | -6.40 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 36,765 | 3.10 | 7,543 | -4.77 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 47,635 | 0.42 | 9,773 | -7.25 | ||||
| 2025-07-14 | 13F | 巴林金融有限责任公司 | 10,429 | 8.56 | 2,140 | 0.23 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 52,732 | 2.20 | 10,820 | -5.59 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 118,933 | 1.09 | 24,402 | -6.63 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 181,824 | 4.94 | 37,305 | -3.07 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 23,650 | 192.99 | 4,852 | 170.61 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | Put | 123 | 86.36 | |||||
| 2025-07-22 | 13F | BridgePort 金融解决方案有限责任公司 | 37,562 | 20.54 | 7,707 | 11.34 | ||||
| 2025-07-16 | 13F | FORM财富顾问有限责任公司 | 13,382 | 1.47 | 2,746 | -6.28 | ||||
| 2025-06-25 | NP | RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF | 165,094 | 26.14 | 35,082 | 13.58 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 611,355 | 4.90 | 125,432 | -3.11 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 13,451 | 0.22 | 2,760 | -7.45 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 222,140 | 149.97 | 45,576 | 130.89 | ||||
| 2025-07-09 | 13F | HFG 财富管理有限责任公司 | 9,936 | 0.03 | 2,207 | -11.26 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 105,504 | 4.01 | 21,646 | -3.93 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 6,180 | 4.44 | 1,268 | -3.58 | ||||
| 2025-07-23 | NP | SBLGX - ClearBridge 大盘成长基金 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 | 2,807,473 | 5.79 | 563,881 | -12.14 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 3,750 | 769 | ||||||
| 2025-08-28 | NP | DIVO - Amplify CWP 增强型股息收入 ETF | 883,951 | 58.34 | 181,360 | 46.25 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 583,674 | 6.45 | 119,752 | -1.68 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 136,110 | 17.04 | 27,926 | 8.11 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 95,060 | 2.04 | 19,504 | -5.76 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | Put | 5,879 | 1,206 | |||||
| 2025-07-17 | 13F | 非凡美分投资有限责任公司 | 10,562 | 2.82 | 2,167 | -5.00 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 861,560 | 0.01 | 176,766 | -7.63 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 452,277 | 8.82 | 92,794 | -10.84 | ||||
| 2025-08-14 | 13F | 维德曼金融服务公司 | 28,436 | 4.81 | 5,834 | -3.19 | ||||
| 2025-06-30 | NP | VADGX - Vanguard Advice 选择股息增长基金 Admiral Shares | 150,756 | 10.58 | 32,036 | -0.44 | ||||
| 2025-07-08 | 13F | 21 West财富管理有限责任公司 | 5,924 | 1,215 | ||||||
| 2025-08-13 | 13F | 顶点规划合作伙伴有限责任公司 | 90,457 | 0.89 | 18,559 | -6.81 | ||||
| 2025-07-23 | 13F | 登普兹·南希·E | 31,880 | 1.70 | 6,541 | -6.07 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 71,998 | 1.07 | 14,772 | -6.65 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 21,546 | 27.90 | 4,421 | 18.12 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 124,099 | 0.16 | 25,461 | -7.49 | ||||
| 2025-07-07 | 13F | 纪律财富解决方案有限责任公司 | 15,909 | 69.70 | 3,264 | 56.77 | ||||
| 2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 8,368,425 | 7.14 | 1,716,950 | -1.04 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 66,771 | 1.64 | 13,699 | -6.12 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 21,378,416 | 0.14 | 4,386,210 | -7.50 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 69,746 | 5.56 | 14,310 | -2.50 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 268,055 | 53,839 | ||||||
| 2025-05-06 | 13F | 阿尔法欧米茄集团有限公司 | 1,965 | 30.39 | 436 | 15.65 | ||||
| 2025-07-14 | 13F | 金融丰收有限责任公司 | 9,710 | 1,992 | ||||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 442,091 | 9.69 | 93,944 | -1.24 | ||||
| 2025-08-13 | 13F | NZS 资本有限责任公司 | 113,080 | 25.89 | 23,201 | 16.28 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 170,893 | 35,062 | ||||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | Put | 5,000 | 26 | |||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 19,258 | 2.65 | 3,916 | -1.16 | ||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 204,181 | 12.04 | 41,892 | 3.49 | ||||
| 2025-07-03 | 13F | 希金斯与施密特财富战略有限责任公司 | 5,561 | 0.47 | 1,141 | -7.16 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | Put | 500 | 103 | |||||
| 2025-08-13 | 13F | Aspex管理(香港)有限公司 | Put | 2,525,702 | 1 | |||||
| 2025-07-29 | NP | SLGYX - 大型资本增长投资组合 A 类 | 10,087 | 0.30 | 2,026 | -16.74 | ||||
| 2025-07-29 | 13F | 帕尔默·奈特公司 | 38,791 | 16.65 | 7,959 | 7.74 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 14,724 | 106.42 | 3,129 | 85.86 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 153,060 | 4.77 | 31,403 | -3.23 | ||||
| 2025-08-11 | 13F | 波林资本管理有限责任公司 | 45,924 | 9,422 | ||||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 134,925 | 0.76 | 29,971 | -10.63 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 2,222 | 15.31 | 456 | 6.31 | ||||
| 2025-08-05 | 13F | 环山资本有限责任公司 | 77,692 | 3.58 | 16,407 | -1.52 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 9,816 | 6.31 | 1,972 | -11.69 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 131,800 | 15.00 | 27,041 | 6.22 | ||||
| 2025-07-22 | 13F | 伯克希尔资金管理公司 | 23,374 | 0.46 | 4,796 | -7.22 | ||||
| 2025-08-14 | 13F | 护身符财富顾问有限责任公司 | 15,919 | 19.99 | 3,266 | 10.82 | ||||
| 2025-08-13 | 13F | 林基投资 | 22,523 | 14.06 | 4,621 | 5.36 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 1,490,658 | 1.64 | 305,838 | -6.12 | ||||
| 2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 1,756 | 0.75 | 360 | -6.98 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 106,605 | 0.67 | 21,872 | -7.01 | ||||
| 2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,697,032 | 8.57 | 785,619 | -2.24 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 457,267 | 7.65 | 93,817 | -0.57 | ||||
| 2025-08-12 | 13F | 沃瑙资产管理公司 | Put | 78,600 | 59.43 | 16,126 | 47.26 | |||
| 2025-06-27 | NP | QQQU - Direxion 每日集中 Qs Bull 2X 股票 | 29,059 | 10.99 | 6,175 | -0.05 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球研究投资组合初始类别 | 5,756 | 22.08 | 1,181 | 12.70 | ||||
| 2025-07-11 | 13F | 威廉姆斯金融有限责任公司 | 7,449 | 145.44 | 1,528 | 126.71 | ||||
| 2025-08-13 | 13F | 盟友金融公司 | 125,000 | 171.74 | 25,646 | 151.01 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 92,131 | 0.72 | 18,902 | -5.16 | ||||
| 2025-08-15 | 13F | DCM 顾问有限责任公司 | 65,368 | 7.88 | 13,337 | 0.62 | ||||
| 2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 25,582 | 42.76 | 5,682 | 26.63 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 327,064 | 198.99 | 67,104 | 176.17 | ||||
| 2025-07-08 | 13F | 利夫斯伯格财务咨询 | 1,734 | 0.12 | 356 | -7.55 | ||||
| 2025-07-23 | 13F | 资本管理联营公司 | 68,796 | 13.63 | 14,115 | 4.95 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 7,544 | 29.09 | 1,548 | 19.18 | ||||
| 2025-07-25 | 13F | SPC 金融公司 | 71,013 | 0.32 | 14,570 | -7.34 | ||||
| 2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 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 | 910 | 35.01 | 193 | 21.38 | ||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 28,677 | 11.77 | 5,884 | 3.23 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林股息上涨 VIP 基金 1 级 | 222,193 | 11.18 | 45,587 | 2.69 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | 680,000 | 143,222 | ||||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 31,812 | 0.31 | 6,527 | -7.35 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 113,152 | 6.44 | 23,215 | -1.69 | ||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 24,359 | 3.37 | 4,998 | -4.53 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 327,819 | 1.37 | 67,259 | -6.37 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 6,561,834 | 0.66 | 1,346,291 | -7.03 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | 976 | 254.91 | 196 | 232.20 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 5,643,060 | 16.58 | 1,158 | 7.63 | ||||
| 2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 1,035,254 | 133.04 | 219,991 | 109.84 | ||||
| 2025-07-15 | 13F | 林奇建筑事务所/ | 46,993 | 0.38 | 9,641 | -7.29 | ||||
| 2025-08-14 | 13F | 蓝冠资本管理有限公司 | 7,459 | 1,530 | ||||||
| 2025-07-21 | 13F | 格林伍德资本联合有限公司 | 148,020 | 7.10 | 30,369 | -1.07 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 22,482 | 4.93 | 4,777 | -5.52 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 24,802 | 5,088 | ||||||
| 2025-08-26 | NP | MFRFX - MFS研究基金A | 1,619,253 | 22.82 | 332,222 | 13.44 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 2,059,002 | 17.37 | 413,551 | -2.52 | ||||
| 2025-08-13 | 13F | 永星资产管理有限公司 | 4,010 | 11.17 | 823 | 2.62 | ||||
| 2025-08-13 | 13F | 美丽华资本有限责任公司 | 54,645 | 3.56 | 11,211 | -4.35 | ||||
| 2025-07-30 | NP | LGRO - 四级大盘成长主动型 ETF | 29,226 | 2.71 | 5,870 | -14.69 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T。 Rowe Price资本增值基金（一） | 937,201 | 4.51 | 192,286 | -3.47 | ||||
| 2025-07-17 | 13F | 阿登达资本公司 | 158,901 | 7.31 | 32,602 | -0.89 | ||||
| 2025-07-16 | 13F | Kirr Marbach & Co Llc /in/ | 1,572 | 10.55 | 322 | 2.22 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 213,278 | 6.15 | 45,322 | -4.42 | ||||
| 2025-08-11 | 13F | 阿维索财富管理 | 79,845 | 0.60 | 16,382 | -7.08 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 74,042 | 0.20 | 15 | -6.25 | ||||
| 2025-07-18 | 13F | 克拉蒂金融有限责任公司 | Put | 500 | 103 | |||||
| 2025-07-29 | 13F | SAM 顾问有限责任公司 | 20,739 | 2.97 | 4,255 | -4.87 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 41,086 | 5.27 | 8,430 | -2.77 | ||||
| 2025-06-27 | NP | MUSQ - MUSQ 全球音乐产业 ETF | 5,437 | 15.58 | 1,155 | 4.05 | ||||
| 2025-08-05 | 13F | 下一个资本管理有限责任公司 | 44,014 | 4.81 | 9,030 | -3.18 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 15,109,464 | 1.48 | 3,100,009 | -6.27 | ||||
| 2025-06-30 | NP | 北极光基金信托 II - PeakShares 行业轮动 ETF | 1,397 | 131.67 | 281 | 93.10 | ||||
| 2025-08-27 | 13F | 石桥财富管理有限公司 | 7,099 | 1,457 | ||||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 17,265,524 | 3.38 | 3,467,780 | -14.14 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 146,860 | 18.17 | 30,131 | 9.15 | ||||
| 2025-07-18 | 13F | 客户第一咨询集团有限公司 | 12,631 | 0.80 | 2,592 | -6.90 | ||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 185,927 | 8.45 | 38,147 | 0.17 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 1,860,899 | 12.91 | 395,441 | 1.67 | ||||
| 2025-08-13 | 13F | JBR Co 财务管理公司 | 33,589 | 7.83 | 6,891 | -0.40 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | Short | -26,945 | 20.74 | -5,412 | 0.28 | |||
| 2025-08-14 | 13F | 科布勒资本管理有限公司 | 74,451 | 15,961 | ||||||
| 2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 18,644 | 32.68 | 3,745 | 10.18 | ||||
| 2025-08-06 | 13F | 融合金融有限公司 | 43,373 | 7.88 | 8,899 | -0.36 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 28,904 | 17.70 | 5,930 | 8.71 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 861,400 | 291.72 | 176,733 | 261.82 | |||
| 2025-07-23 | 13F | 奥罗拉投资管理有限公司。 | 38,530 | 0.00 | 8 | -12.50 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 76,639 | 0.35 | 15,724 | -7.32 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 537,181 | 1.50 | 111,637 | -5.04 | ||||
| 2025-08-14 | 13F | 人类投资有限责任公司 | 79,241 | 4.54 | 16,258 | -3.45 | ||||
| 2025-07-15 | 13F | RVW 财富有限责任公司 | 125,008 | 0.12 | 25,648 | -7.53 | ||||
| 2025-08-07 | 13F | W 顾问有限公司 | 38,994 | 0.42 | 8,000 | -7.25 | ||||
| 2025-07-14 | 13F | 克里斯·布尔曼公司 | 47,951 | 1.29 | 9,838 | -6.45 | ||||
| 2025-07-31 | 13F | 中央银行 | 53,971 | 0.43 | 11,073 | -7.23 | ||||
| 2025-08-26 | NP | RBB 基金公司 - SGI 增强型市场领先者 ETF | 53,729 | 11,024 | ||||||
| 2025-08-12 | 13F | 爱荷华州财富顾问有限责任公司 | 21,129 | 20.61 | 4,335 | 11.41 | ||||
| 2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 48,477 | 19.37 | 9,737 | -0.87 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 374,479 | 3.41 | 76,832 | -4.49 | ||||
| 2025-08-13 | 13F | 期权解决方案有限公司 | 77,529 | 69.71 | 15,907 | 56.76 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 18,592,328 | 22.87 | 3,814,398 | 13.49 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 4,472 | 13.07 | 918 | 4.44 | ||||
| 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 | 86,514 | 6.18 | 17,750 | -1.92 | ||||
| 2025-08-13 | 13F | 期权解决方案有限公司 | Put | 60,100 | 114.64 | 12,331 | 98.26 | |||
| 2025-07-03 | 13F | 加德资本公司 | Put | 7,755 | 35.86 | |||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 20,724,995 | 4.58 | 4,404,061 | -5.83 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 6,102,220 | 1.70 | 1,252,410 | -6.06 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 125,857 | 0.41 | 25,822 | -7.25 | ||||
| 2025-08-13 | 13F | HBK投资有限公司 | Put | 8,400 | 50.00 | 1,723 | 38.62 | |||
| 2025-07-29 | 13F | 哨兵投资管理有限公司 | 48,294 | 10.30 | 10 | 42.86 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 77,968 | 3.54 | 15,997 | -4.37 | ||||
| 2025-07-30 | NP | ABIG - 白银大盘股 ETF | 5,886 | 1,182 | ||||||
| 2025-08-12 | 13F | NDVR 公司 | 11,404 | 21.80 | 2,340 | 12.51 | ||||
| 2025-08-14 | 13F | 目的地财富管理 | Call | 200 | 100.00 | 9 | 12.50 | |||
| 2025-05-01 | 13F | 格兰特/格罗斯门德尔松有限责任公司 | 14,738 | 0.18 | 3,097 | -15.93 | ||||
| 2025-08-07 | 13F | 丰维尔财富管理有限责任公司 | 29,734 | 9.22 | 6,101 | 3.51 | ||||
| 2025-08-08 | 13F | OmniStar 金融集团公司 | 25,909 | 14.49 | 5,316 | 5.71 | ||||
| 2025-04-10 | 13F | 联合消化控股公司 | 320,418 | 17.17 | 71,146 | 3.90 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | Put | 1,000 | 14 | |||||
| 2025-07-22 | 13F | 银湖咨询有限责任公司 | 6,133 | 0.10 | 1,258 | -7.57 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 146,148 | 15.49 | 29,985 | 6.68 | ||||
| 2025-08-13 | 13F | 安全港信托有限责任公司 | 23,733 | 10.78 | 4,869 | 2.31 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 94,026 | 224.42 | 19,942 | 250.41 | ||||
| 2025-07-07 | 13F | 鱼鹰私人财富有限责任公司 | 9,375 | 9.33 | 2,002 | 5.15 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 14,868,956 | 1.23 | 3,053 | -6.55 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 1,479 | 2.99 | 303 | -4.72 | ||||
| 2025-07-23 | 13F | 驾驶室咨询集团有限责任公司 | 6,488 | 15.28 | 1,331 | 6.48 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 105,300 | 65.83 | 23,390 | 47.10 | |||
| 2025-08-06 | 13F | 双创资本管理公司 | 267,734 | 2.54 | 54,931 | -5.28 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 110,900 | 68.80 | 24,634 | 49.73 | |||
| 2025-07-17 | 13F | 莫科萨克咨询集团有限责任公司 | 6,657 | 9.51 | 1,366 | 1.19 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 1,803,941 | 6.47 | 370,115 | -1.66 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 49,336 | 10,959 | ||||||
| 2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 36,839 | 49.14 | 7,828 | 34.29 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 406,816 | 2.10 | 83,466 | -5.70 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 128,804 | 1.04 | 26,427 | -6.67 | ||||
| 2025-07-09 | 13F | 定义财富管理有限公司 | 11,575 | 1.96 | 2,375 | -5.83 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 1,003,325 | 4.82 | 213,207 | -5.62 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 13,138,933 | 6.05 | 2,695,715 | -2.05 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 28,091 | 14.02 | 5,840 | 6.14 | ||||
| 2025-08-13 | 13F | 温斯洛资本管理有限公司 | 7,204,012 | 6.66 | 1,478,047 | -1.48 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 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 | 181,611 | 1.11 | 36,477 | -16.03 | ||||
| 2025-07-17 | 13F | LexAurum 顾问有限公司 | 67,757 | 2.04 | 13,902 | -5.75 | ||||
| 2025-07-10 | 13F | 穆勒金融服务公司 | 1,426 | 293 | ||||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 12,677 | 36.92 | 2,662 | 29.47 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 8,851 | 1,816 | ||||||
| 2025-08-14 | 13F | 克劳福德基金管理有限责任公司 | Put | 8,000 | 6.67 | 1,641 | -1.44 | |||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 22,943,811 | 16.52 | 4,707,382 | 7.63 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 26,375 | 5,411 | ||||||
| 2025-08-13 | 13F | 洛克波特财富有限责任公司 | 78,916 | 19.85 | 16,191 | 10.70 | ||||
| 2025-08-05 | 13F | Accucest全球顾问公司 | 21,485 | 14.29 | 4,408 | 5.56 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 164,227 | 5.49 | 33,694 | -2.56 | ||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 69,450 | 30.85 | 14,233 | 21.06 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | Call | 200 | 41 | |||||
| 2025-06-26 | NP | TGLR - LAFFER|TENGLER 股票收益 ETF | 1,484 | 6.46 | 315 | -3.96 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,029,236 | 11.02 | 218,713 | -0.03 | ||||
| 2025-08-14 | 13F | 目的地财富管理 | 844,719 | 5.07 | 173,311 | -2.96 | ||||
| 2025-07-09 | 13F | 中央谷顾问有限公司 | 48,606 | 0.84 | 9,973 | -6.86 | ||||
| 2025-08-07 | 13F/A | 贝尔投资咨询有限公司 | Call | 0 | 403 | |||||
| 2025-08-14 | 13F | 伊顿剑桥公司 | 11,157 | 1.99 | 2,289 | -5.76 | ||||
| 2025-07-22 | 13F | Ergawealth 顾问公司 | 31,778 | 2.06 | 6,520 | -5.74 | ||||
| 2025-07-10 | 13F | SK 财富管理有限责任公司 | 14,034 | 11.25 | 2,963 | 21.63 | ||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 49,141 | 24,470.50 | 10,082 | 22,813.64 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 999,700 | 4.91 | 205,108 | -3.10 | |||
| 2025-08-14 | 13F | 石点资本有限责任公司 | 217,546 | 63.13 | 44,634 | 50.68 | ||||
| 2025-07-30 | 13F | 道德公司 | 1,393,628 | 2.07 | 280,231 | -8.04 | ||||
| 2025-07-11 | 13F | 海岸资本集团有限责任公司 | 32,382 | 0.29 | 6,644 | -7.38 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 1,052,402 | 0.21 | 215,921 | -7.44 | ||||
| 2025-07-14 | 13F | 阿灵顿合作伙伴有限责任公司 | 21,640 | 19.37 | 4,440 | 10.26 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 774,337 | 1.20 | 158,871 | -6.53 | ||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 40,278 | 8.41 | 8,264 | 0.12 | ||||
| 2025-08-12 | 13F | CFC 规划有限公司 | Put | 200 | 41 | |||||
| 2025-06-26 | NP | FWOZX - 富达女性领导力基金 富达顾问女性领导力基金：Z 级 | 41,811 | 45.33 | 8,885 | 30.86 | ||||
| 2025-07-28 | NP | SWP - SWP 增长与收入 ETF | 18,139 | 40.09 | 3,643 | 16.35 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 69,638 | 3.79 | 14,288 | -4.13 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 225,522 | 23.83 | 46,270 | 14.38 | ||||
| 2025-08-12 | 13F | CFC 规划有限公司 | 30,895 | 14.51 | 6,339 | 5.76 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 1,365,393 | 326.69 | 280,138 | 294.11 | ||||
| 2025-08-13 | 13F | Peloton 财富策略师 | 2,682 | 2.88 | 1 | |||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 318,445 | 2.60 | 65,335 | -5.23 | ||||
| 2025-08-04 | 13F | 人力投资有限责任公司 | 16,246 | 1.44 | 3,333 | -6.30 | ||||
| 2025-07-17 | 13F | XY 规划网络有限公司 | 17,055 | 221.91 | 3,499 | 197.53 | ||||
| 2025-08-12 | 13F | 乔治城大学 | 62,422 | 0.12 | 12,807 | -7.52 | ||||
| 2025-08-06 | 13F | 雷斯顿财富管理有限公司 | 5,368 | 16.29 | 1,101 | 7.41 | ||||
| 2025-08-15 | 13F | 发送者公司及合作伙伴公司 | 39,000 | 8,002 | ||||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类 | 76,050 | 7.01 | 15,603 | -1.16 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 26,712 | 86.93 | 5,481 | 72.65 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 58,718 | 0.49 | 12,047 | -7.18 | ||||
| 2025-08-14 | 13F | 阿伯丁财富管理有限公司 | 22,627 | 0.00 | 4,642 | -7.62 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 167,161 | 189.81 | 34,296 | 167.69 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 4,760,592 | 36.23 | 976,731 | 25.83 | ||||
| 2025-07-25 | NP | CRPT - First Trust SkyBridge 加密行业和数字经济 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 | 23,801 | 4,780 | ||||||
| 2025-06-25 | NP | FTEC - 富达 MSCI 信息技术指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,401,724 | 2.16 | 1,997,866 | -8.01 | ||||
| 2025-08-28 | NP | GPTUX - GuidePath(R) 战术分配基金服务股票 | 140,654 | 13.19 | 28,858 | 4.55 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 2,287,145 | 18.72 | 461,391 | 9.53 | ||||
| 2025-08-12 | 13F | Integras Partners有限责任公司 | 3,558 | 0.03 | 730 | -7.59 | ||||
| 2025-08-07 | 13F | 弗里蒙特管理公司 | 73,600 | 30.50 | 15,101 | 20.53 | ||||
| 2025-08-05 | 13F | 北角财富管理有限公司 | 40,744 | 2.87 | 8,359 | -4.99 | ||||
| 2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 32,484 | 1.53 | 7 | -14.29 | ||||
| 2025-06-26 | NP | OWACX - 老韦斯特伯里全资本核心基金 | 674,107 | 1.26 | 143,248 | -8.82 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | Call | 9,200 | 360.00 | 138 | 120.97 | |||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 5,717 | 14.78 | 1,173 | 5.97 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 5,240 | 13.30 | 1,052 | -5.90 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | Put | 233,100 | 847.56 | 815 | 218.36 | |||
| 2025-08-07 | 13F | 斯科公司 | 251,069 | 2.69 | 52 | -5.56 | ||||
| 2025-07-10 | 13F | Strathmore 资本顾问公司 | 13,061 | 167.97 | 2,758 | 125.98 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 7,259 | 428.31 | 1,489 | 388.20 | ||||
| 2025-07-30 | 13F | 花岗岩港顾问公司 | 36,262 | 6.09 | 7,440 | -2.02 | ||||
| 2025-08-21 | NP | BUZZ - VanEck Vectors 社会情绪 ETF | 9,141 | 35.62 | 1,875 | 25.25 | ||||
| 2025-08-06 | 13F | 云资本管理有限责任公司 | 51,569 | 230.32 | 10 | 233.33 | ||||
| 2025-07-17 | 13F | 斯特林投资顾问有限公司 | 134,283 | 0.02 | 27,551 | -7.62 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 4,022,749 | 7.57 | 854,834 | -3.15 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 104,039 | 18.81 | 21,346 | 9.74 | ||||
| 2025-07-23 | 13F | 基德·斯蒂芬·W | 139,065 | 0.54 | 28,532 | -7.13 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 35,152 | 0.05 | 7,212 | -7.59 | ||||
| 2025-07-18 | 13F/A | MJT & Associates 财务咨询集团有限公司 | 739 | 2.21 | 152 | -5.62 | ||||
| 2025-05-19 | 13F | 史密斯资产管理有限公司 | 7,243 | 30.01 | 1,609 | 15.34 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 901,608 | 5.63 | 184,983 | -2.44 | ||||
| 2025-08-13 | 13F | 华人文化金融集团 | 3,779 | 0.11 | 775 | -7.52 | ||||
| 2025-07-21 | 13F | 丰盛财富顾问 | 58,540 | 1.55 | 12 | -8.33 | ||||
| 2025-08-06 | 13F | Cm 财富顾问有限公司 | 31,622 | 4.59 | 6,488 | -3.40 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 2,755,164 | 2.73 | 585,472 | -7.50 | ||||
| 2025-07-21 | 13F | 投资规划顾问有限公司 | 3,268 | 14.27 | 670 | 5.51 | ||||
| 2025-07-25 | 13F | Inman Jager 财富管理有限责任公司 | 9,094 | 2.56 | 1,866 | -5.28 | ||||
| 2025-07-31 | 13F | 资金存管及寄售 | 316,217 | 1.25 | 64,878 | -6.48 | ||||
| 2025-08-06 | 13F | 360金融公司 | 12,882 | 22.80 | 2,643 | 13.39 | ||||
| 2025-06-26 | NP | NWCAX - Nuveen Winslow 大盘成长基金 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 | 264,730 | 17.68 | 56,255 | 5.97 | ||||
| 2025-06-26 | NP | SEG Partners多空股票基金 | Short | -1,303 | -277 | |||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 20,768 | 4 | ||||||
| 2025-07-15 | 13F | 牵引金融合作伙伴有限责任公司 | 3,221 | 10.46 | 661 | 2.01 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 灵活管理的基金 | 331,430 | 3.21 | 67,999 | -4.67 | ||||
| 2025-08-01 | 13F | Winebrenner资本管理有限责任公司 | 19,435 | 1.79 | 3,988 | -5.99 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 154,586 | 405.28 | 32 | 416.67 | ||||
| 2025-07-14 | 13F | 战略规划公司 | 82,547 | 18,336 | ||||||
| 2025-08-08 | 13F | 枫树资本管理公司 | 523,384 | 2.71 | 107,383 | -5.13 | ||||
| 2025-08-05 | 13F | Optimise 咨询服务有限公司 | 5,900 | 2.16 | 1,211 | -5.62 | ||||
| 2025-07-21 | 13F | DMKC 咨询服务有限公司 | 2,544 | 63.50 | 534 | 54.78 | ||||
| 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 | 164,865 | 4,789.23 | 35,034 | 4,306.67 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 54,332 | 8.25 | 11,147 | -0.01 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 4,083 | 4.88 | 838 | -3.12 | ||||
| 2025-08-14 | 13F | 卡迪夫公园顾问有限公司 | 119,998 | 5.48 | 24,620 | -2.58 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 1,867,667 | 1.13 | 383,189 | -6.59 | ||||
| 2025-08-14 | 13F | 审慎投资者网络 | 11,607 | 0.93 | 2,381 | -6.77 | ||||
| 2025-07-08 | 13F | 圣骑士财富有限责任公司 | 14,320 | 7.37 | 2,938 | -0.81 | ||||
| 2025-07-24 | NP | FMILX - 富达新千年基金 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 | 1,259,100 | 1.70 | 252,890 | -15.54 | ||||
| 2025-08-14 | 13F | 圆财富管理有限公司 | Put | 102,585 | ||||||
| 2025-07-21 | 13F | 惠兰金融 | 30,953 | 0.35 | 6,351 | -7.31 | ||||
| 2025-08-05 | 13F | 奥尔丹资本管理有限公司 | 4,643 | 40.31 | 953 | 29.70 | ||||
| 2025-07-09 | 13F | 湖山财富管理有限责任公司 | 10,476 | 1.30 | 2,149 | -6.44 | ||||
| 2025-06-30 | NP | 道指 - Global X Dow 30 备兑看涨 ETF | 20,274 | 22.99 | 4,308 | 10.75 | ||||
| 2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 94,963 | 3.97 | 19,484 | -3.99 | ||||
| 2025-08-07 | 13F | 财富前进有限责任公司 | 12,866 | 3.97 | 2,640 | -3.97 | ||||
| 2025-07-23 | 13F | 阿卡托资本管理有限责任公司 | 19,554 | 0.39 | 4,012 | -7.28 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 1,075,962 | 37.68 | 216,354 | 27.05 | ||||
| 2025-07-30 | 13F | 米尔斯财富顾问有限公司 | 1,116 | 2.95 | 229 | -4.58 | ||||
| 2025-07-17 | 13F | LifeGuide 财务顾问有限责任公司 | 3,694 | 24.42 | 758 | 14.87 | ||||
| 2025-07-24 | 13F | 峰会广场财务顾问有限责任公司 | 35,176 | 3.99 | 7,217 | -3.95 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 1,040,774 | 2.62 | 213,536 | -5.21 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 16,193 | 2.71 | 3,441 | -7.50 | ||||
| 2025-07-09 | 13F | 萨弗·弗鲁曼财富顾问公司 | 2,641 | 112.81 | 542 | 96.73 | ||||
| 2025-08-12 | 13F | 蓝图财务顾问有限责任公司 | 14,929 | 12.28 | 3,063 | 3.69 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 3,200,978 | 3.26 | 642,916 | -14.24 | ||||
| 2025-08-14 | 13F | 南山人寿保险股份有限公司 | 668,507 | 6.89 | 137,158 | -1.27 | ||||
| 2025-08-07 | 13F | 戴维森资本管理公司 | 14,284 | 12.71 | 2,931 | 4.09 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 180,649 | 0.12 | 36,283 | -16.85 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 27,264 | 5,594 | ||||||
| 2025-08-08 | 13F | 华尔街访问资产管理有限责任公司 | 61,692 | 1.45 | 12,657 | -6.30 | ||||
| 2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 73,767 | 5.57 | 15,135 | -2.49 | ||||
| 2025-08-07 | 13F | 阿尔法财务顾问有限责任公司 | 3,612 | 34.08 | 741 | 23.91 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 57,434 | 1.45 | 11,536 | -15.75 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 103,964 | 2.93 | 21,330 | -4.94 | ||||
| 2025-07-24 | 13F | 谢恩有限公司 | 11,774 | 0.01 | 2,416 | -7.65 | ||||
| 2025-07-30 | 13F | 达罗公司 | 3,651 | 7.13 | 749 | -1.06 | ||||
| 2025-07-31 | 13F | Opus资本集团有限责任公司 | 16,678 | 0.02 | 3 | 0.00 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 6,093 | 35,741.18 | 1,250 | -22.70 | ||||
| 2025-07-10 | 13F | 斯特林金融集团公司 | 53,042 | 0.08 | 10,883 | -7.56 | ||||
| 2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 60,739 | 8.10 | 12,462 | -0.16 | ||||
| 2025-07-17 | 13F | Presper Financial Architects, LLC | 12,545 | 3 | ||||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 128,032 | 2.23 | 26,268 | -5.57 | ||||
| 2025-08-07 | 13F | 全球财富管理投资咨询公司 | 71,348 | 2.39 | 14,638 | -5.43 | ||||
| 2025-07-29 | 13F | 银橡财富管理有限责任公司 | 19,926 | 18.68 | 4,088 | 9.63 | ||||
| 2025-07-21 | 13F | 克利夫顿拉森纳伦财富顾问有限公司 | 173,120 | 0.62 | 35,519 | -7.06 | ||||
| 2025-08-12 | 13F | 里士满投资服务有限公司 | 21,076 | 117.37 | 4,324 | 100.84 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 103,532 | 3.13 | 21,242 | -4.74 | ||||
| 2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 56,798 | 8.25 | 11,653 | -0.01 | ||||
| 2025-08-14 | 13F | 堡垒金融集团有限公司 | 9,112 | 2.00 | 1,863 | -6.10 | ||||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 20,589 | 2.53 | 4,224 | -5.29 | ||||
| 2025-08-06 | 13F | 北方资本有限公司 | 23,917 | 55.46 | 4,907 | 43.58 | ||||
| 2025-07-17 | 13F | 贝内特·塞尔比投资有限责任公司 | 149,906 | 0.47 | 30,756 | -7.20 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 21,497,413 | 5.43 | 4,410,624 | -2.56 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 46,900 | 24.07 | 9,622 | 14.60 | |||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Call | 6,600 | 1,354 | |||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 183,166 | 50.57 | 38,923 | 35.58 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 216,408 | 1.38 | 44,401 | -6.36 | ||||
| 2025-08-26 | NP | USSE - Segall Bryant & Hamill 精选股票 ETF | 70,317 | 4.21 | 14,427 | -3.76 | ||||
| 2025-08-07 | 13F | 基廷投资顾问公司 | 3,426 | 3.76 | 703 | -4.23 | ||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 53,266 | 0.17 | 11 | -9.09 | ||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 520 | 100.00 | 110 | 80.33 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 714,491 | 3.45 | 146,592 | -4.44 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | Put | 903 | -38.47 | |||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 165,780 | 274.01 | 34,013 | 245.49 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 1,592,873 | 5.07 | 326,810 | -2.95 | ||||
| 2025-07-11 | 13F | 三一财富管理有限责任公司 | 10,467 | 12.48 | 2,148 | 3.87 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 2,562,075 | 6.07 | 526 | -2.05 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 259,702 | 2.57 | 53,283 | -5.26 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 58,662 | 2.96 | 11,782 | -14.49 | ||||
| 2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Call | 47,400 | 9,725 | |||||
| 2025-06-26 | NP | NWLG - Nuveen Winslow 大盘成长 ESG ETF | 2,904 | 22.07 | 617 | 9.98 | ||||
| 2025-07-17 | 13F | 翡翠顾问有限责任公司 | 22,017 | 8.02 | 4,517 | -0.22 | ||||
| 2025-07-23 | 13F | 孤独金融服务 | 14,141 | 17.92 | 2,901 | 8.94 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 7,144 | 30.20 | 1,518 | 17.31 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 2,646,581 | 1.37 | 562,398 | -8.73 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 40,355 | 23.59 | 8,280 | 14.16 | ||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 57,535 | 3.38 | 11,804 | -4.51 | ||||
| 2025-08-13 | 13F | 莱斯利全球财富有限责任公司 | 28,501 | 9.35 | 5,848 | 1.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 441,054 | 3.79 | 90,491 | -4.14 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 84,224 | 4.53 | 17,688 | 11.44 | ||||
| 2025-06-27 | NP | GPTY - YieldMax(TM) 人工智能与科技投资组合期权收入 ETF | 4,000 | 550.41 | 850 | 486.21 | ||||
| 2025-05-21 | 13F | CBM金融有限责任公司 | 5,333 | 1,128 | ||||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 222,439 | 2.37 | 45,638 | -5.44 | ||||
| 2025-07-10 | 13F | 博钦信托公司 | 94,967 | 0.13 | 19,484 | -7.51 | ||||
| 2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 30,660 | 0.48 | 6,291 | -7.20 | ||||
| 2025-07-16 | 13F | 注册财务顾问有限责任公司 | 40,023 | 20.56 | 8,212 | 11.35 | ||||
| 2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 30,888 | 1.78 | 6,337 | -5.99 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,015,972 | 33.59 | 215,894 | 20.29 | ||||
| 2025-08-29 | NP | JAEDX - 蓝筹增长信托资产净值 | 796,134 | 2.43 | 163,343 | -5.39 | ||||
| 2025-07-31 | 13F | 德雷珀资产管理有限责任公司 | Put | 49,400 | 312 | |||||
| 2025-05-27 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 908 | 202 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州财富建立基金标准级 | 12,985 | 2.93 | 2,664 | -4.93 | ||||
| 2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 11,190 | 11.96 | 2,378 | 0.81 | ||||
| 2025-07-29 | 13F | 计划解决方案公司 | 18,786 | 53.38 | 3,854 | 41.69 | ||||
| 2025-08-13 | 13F | 安南代尔资本有限责任公司 | 23,592 | 0.01 | 5 | -20.00 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 150,048 | 2.94 | 30,785 | -4.92 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 799,865 | 136.44 | 164,108 | 118.39 | ||||
| 2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 30,245 | 1.90 | 6,205 | -5.87 | ||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 68,178 | 30.23 | 13,988 | 20.29 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 653,458 | 0.36 | 134,070 | -7.30 | ||||
| 2025-08-13 | 13F | 根据斯特林资本管理有限公司。 | 36,785 | 7.06 | 7,547 | -1.11 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 669,401 | 12.80 | 137,341 | 4.18 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 766,513 | 14.29 | 153,954 | -5.08 | ||||
| 2025-07-17 | 13F | 杨氏咨询集团有限公司 | 35,711 | 8.70 | 7,327 | 0.40 | ||||
| 2025-07-17 | 13F | 格林布什金融集团有限责任公司 | 13,297 | 3.25 | 2,728 | -4.62 | ||||
| 2025-07-14 | 13F | CRA 金融服务有限责任公司 | 203,169 | 0.20 | 41,684 | -7.45 | ||||
| 2025-07-11 | 13F | 谢尔顿财富管理有限公司 | Call | 1,200 | 246 | |||||
| 2025-07-09 | 13F | 山地资本有限责任公司 | 15,336 | 0.23 | 3,147 | -7.42 | ||||
| 2025-08-14 | 13F | Xponance公司 | 3,802,618 | 5.50 | 780,183 | -2.55 | ||||
| 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 | 1,442,194 | 4.73 | 306,466 | -5.69 | ||||
| 2025-07-22 | 13F | 希尔岛金融有限公司 | 19,707 | 70.12 | 4,043 | 57.13 | ||||
| 2025-07-23 | 13F | 远见资本管理顾问公司 | 19,357 | 2.83 | 3,972 | -5.02 | ||||
| 2025-08-05 | 13F | 整体金融合作伙伴 | 15,076 | 3.17 | 3,093 | -4.71 | ||||
| 2025-08-27 | NP | LOGO - Alpha Brands(TM) 消费领袖 ETF | 2,569 | 527 | ||||||
| 2025-07-18 | 13F | SigFig 财富管理有限责任公司 | 1,830 | 2.81 | 368 | 8.90 | ||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 22,779 | 4.85 | 4,674 | -3.15 | ||||
| 2025-08-25 | 13F | 银湖财富管理有限公司 | 59,026 | 17.17 | 12,110 | 8.22 | ||||
| 2025-07-09 | 13F | 鲍曼公司 | 29,825 | 0.46 | 6,119 | -7.20 | ||||
| 2025-08-07 | 13F | 未来基金有限责任公司 | 9,072 | 32.34 | 1,861 | 22.27 | ||||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 110,650 | 121.47 | 22,224 | 83.94 | ||||
| 2025-08-01 | 13F | 帕萨迪纳私人财富有限责任公司 | 69,828 | 0.33 | 14,327 | -7.34 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 127,314 | 5.75 | 26,121 | -2.32 | ||||
| 2025-07-28 | 13F | 伦特资本管理公司 | 2,723 | 1.04 | 559 | -6.69 | ||||
| 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 | 1,455,977 | 1.36 | 298,723 | -6.38 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 62,762 | 56.99 | 12,877 | 45.00 | ||||
| 2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 27,815 | 8.46 | 5,707 | 0.18 | ||||
| 2025-07-31 | 13F | GenTrust 有限责任公司 | 130,842 | 3.08 | 26,845 | -4.79 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 353,133 | 3.30 | 72,187 | -5.95 | ||||
| 2025-08-14 | 13F | SIH 合伙人有限责任合伙公司 | 1,898 | 389 | ||||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 32,282 | 18.25 | 6,860 | 6.47 | ||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 44,844 | 0.12 | 9,201 | -7.53 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 15,727,127 | 8.94 | 3,226,343 | 0.62 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 39,314 | 73.14 | 8,354 | 55.92 | ||||
| 2025-06-27 | NP | GIAX - 尼古拉斯全球股票和收益 ETF | 4,700 | 84.89 | 999 | 66.61 | ||||
| 2025-08-07 | 13F | Latko 财富管理有限公司 | 15,329 | 25.29 | 3 | 50.00 | ||||
| 2025-07-25 | 13F | AdviceOne 咨询服务有限公司 | 13,713 | 3.89 | 2,814 | -4.03 | ||||
| 2025-08-07 | 13F | 蒂尔森金融集团公司 | 7,620 | 11.40 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | 受托顾问有限公司 | 813 | 0.12 | 167 | -7.78 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | Put | 8,500 | 49.12 | 1,744 | 37.68 | |||
| 2025-08-12 | 13F | 遗产信托公司 | 219,815 | 5.58 | 45,099 | -2.48 | ||||
| 2025-08-13 | 13F | 赫特纳资本管理公司 | 20,094 | 14.67 | 4,123 | 5.91 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 95,458 | 121.85 | 19,173 | 84.26 | ||||
| 2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 39,362 | 8,364 | ||||||
| 2025-07-11 | 13F | 春天资本管理有限公司 | 65,283 | 1.28 | 13,394 | -6.45 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 4,963,061 | 210.84 | 1,018,271 | 187.10 | ||||
| 2025-08-13 | 13F | 北伯克利财富管理有限责任公司 | 30,319 | 3.44 | 6,221 | -4.45 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 898,900 | 53.40 | 184,427 | 41.68 | |||
| 2025-08-14 | 13F | 盛德金融有限公司 | 10,198 | 0.02 | 2,092 | -7.60 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 2,307,400 | 9.12 | 473,409 | 0.79 | |||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 7,568,643 | 5.49 | 1,553 | -2.57 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 25,558 | 2.42 | 5,244 | -5.41 | ||||
| 2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 29,287 | 16.92 | 6,009 | 8.00 | ||||
| 2025-08-05 | 13F | 诚信金融公司/西澳 | 34,023 | 0.78 | 6,981 | -6.91 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -11,956 | -88.12 | -2,453 | -89.03 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | 2,001,957 | 5.91 | 410,742 | -2.17 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 26,774,000 | 46.52 | 5,493,222 | 35.33 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 5,969,900 | 3.91 | 1,224,844 | -4.02 | |||
| 2025-07-14 | 13F | 矩阵信托公司 | 14,128 | 8.87 | 3 | 0.00 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 228,829 | 2.13 | 47,498 | -0.24 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 339,888 | 0.60 | 69,735 | -7.08 | ||||
| 2025-08-07 | 13F | Bck资本管理公司 | 9,996 | 53.78 | 2,051 | 42.07 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 458,846 | 0.72 | 94,141 | -6.97 | ||||
| 2025-08-13 | 13F | 西施佳雅资本顾问有限公司 | 150,348 | 180.50 | 30,847 | 159.08 | ||||
| 2025-08-07 | 13F | CVFG有限责任公司 | 32,229 | 0.59 | 6,612 | -7.08 | ||||
| 2025-08-12 | 13F | Stelac咨询服务有限责任公司 | 6,825 | 7.96 | 1,400 | -0.28 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 959,240 | 1,679.50 | 213,076 | 2,330.70 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 259,165 | 0.53 | 53,173 | -7.15 | ||||
| 2025-07-08 | 13F | 灯塔财富护理有限责任公司 | 5,108 | 1.13 | 1,048 | -6.51 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 90,824 | 0.73 | 18,634 | -6.96 | ||||
| 2025-08-14 | 13F | 选择资产管理及信托 | 34,447 | 0.94 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 3,884,090 | 6.77 | 796,899 | -1.38 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 31,718 | 25.35 | 6,508 | 15.78 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Call | 21,700 | 352.08 | 4,452 | 317.64 | |||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 700,700 | 31.41 | 143,763 | 21.38 | |||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 1,109,968 | 4.43 | 227,732 | -3.55 | ||||
| 2025-07-03 | 13F | 城市中心顾问有限公司 | 3,878 | 7.45 | 796 | -0.75 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 910,844 | 5.09 | 193,554 | -5.38 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 112,578 | 0.86 | 23,098 | -6.84 | ||||
| 2025-03-11 | 13F | Anchor Pointe 财富管理有限责任公司 | 12,961 | 3,269 | ||||||
| 2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 11,168 | 0.08 | 2,291 | -7.55 | ||||
| 2025-08-14 | 13F | 舞台港金融有限公司 | 1,499 | 5.49 | 308 | -2.54 | ||||
| 2025-07-23 | 13F | Integris 财富管理有限责任公司 | 41,241 | 1.62 | 8,461 | -6.15 | ||||
| 2025-08-06 | 13F | 峰会投资顾问有限公司 | 6,740 | 0.94 | 1,364 | 2.94 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 21,252 | 5.67 | 4,360 | -2.40 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 150,573 | 0.14 | 30,893 | -7.50 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 蓝筹成长基金初始级 | 185,910 | 2.61 | 38,143 | -5.23 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 8,257 | 5.97 | 1,705 | -1.45 | ||||
| 2025-08-01 | 13F | KS联合资本管理公司 | 79,894 | 1.65 | 16,392 | -6.12 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 133,689 | 27,429 | ||||||
| 2025-08-14 | 13F | Summit Partners 公共资产管理有限公司 | Call | 220,000 | 45,137 | |||||
| 2025-08-12 | 13F | 企业金融服务公司 | 46,291 | 2.54 | 9,498 | -5.30 | ||||
| 2025-07-24 | NP | FBMPX - 通信服务产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 149,200 | 29,967 | ||||||
| 2025-06-26 | NP | 克拉夫全球股息和收益基金 | 8,680 | 53.36 | 1,844 | 38.13 | ||||
| 2025-07-25 | 13F | 杰纳西资本顾问有限公司 | 41,990 | 0.35 | 8,615 | -7.31 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 6,117,253 | 1.99 | 1,255,077 | -5.80 | ||||
| 2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 7,238 | 4.82 | 1,454 | -12.94 | ||||
| 2025-08-20 | 13F | 君主资本管理公司/ | 66,967 | 4.56 | 13,740 | -3.42 | ||||
| 2025-07-23 | 13F | 流利金融有限责任公司 | 43,193 | 1,052.12 | 8,862 | 965.02 | ||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 64,417 | 20.82 | 13,216 | 11.60 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 40,024 | 0.96 | 8,212 | -6.75 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 1,014 | 208 | ||||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 74 | 5.71 | 15 | -12.50 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 92,239 | 0.04 | 19 | -10.00 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 79,608 | 5.74 | 16,333 | -2.33 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 80,752 | 3.95 | 16,568 | -3.99 | ||||
| 2025-08-08 | 13F | RAM投资伙伴有限责任公司 | 21,542 | 28.15 | 4,420 | 18.38 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 40,880 | 18.47 | 8,687 | 6.68 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 50,141 | 7.30 | 10,287 | -0.89 | ||||
| 2025-08-25 | NP | NXTG - 第一信托 Indxx NextG 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 | 23,320 | 30.86 | 4,785 | 20.87 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 380,231 | 7.71 | 78,012 | -0.52 | ||||
| 2025-08-06 | 13F | 本斯勒有限责任公司 | 142,157 | 1.89 | 29,166 | -5.89 | ||||
| 2025-08-22 | NP | FDHT - 富达数字健康 ETF | 809 | 18.10 | 166 | 8.55 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 854 | 1.43 | 181 | -8.59 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 1,352 | 0.22 | 287 | -9.75 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 1,437 | 9.11 | 305 | -1.61 | ||||
| 2025-07-07 | 13F | 西联银行 | 905,523 | 6.90 | 185,786 | -1.27 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 169 | 34.13 | 35 | 25.93 | ||||
| 2025-07-30 | 13F | 史密斯桑顿顾问有限公司 | 13,509 | 14.68 | 2,772 | 5.93 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 18,441,300 | 12.96 | 3,783,602 | 4.34 | |||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 1,550 | 3.33 | 329 | -7.06 | ||||
| 2025-06-26 | NP | FDWM - 富达女性领导力 ETF | 1,172 | 34.25 | 249 | 20.87 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 273,434 | 1.02 | 56,100 | -6.69 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 15,620 | 37.34 | 3,205 | 26.84 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 3,914,406 | 10.99 | 831,811 | -0.06 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 207,700 | 163.24 | 42,614 | 143.14 | |||
| 2025-06-25 | NP | LRND - IQ 美国大盘研发领导者 ETF | 2,021 | 12.97 | 429 | 1.66 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 376,225 | 15.51 | 77,190 | 6.69 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 1,156,246 | 7.51 | 237,227 | -0.70 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 11,219,682 | 5.52 | 2,301,942 | -2.54 | ||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 72,373 | 4.71 | 14,849 | -3.28 | ||||
| 2025-08-21 | NP | SUSLX - Lazard 美国可持续股票投资组合公开股票 | 2,799 | 1.08 | 574 | -6.67 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 1,327,174 | 2,244.95 | 12,766 | 1.54 | ||||
| 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 | 30,192 | 42.27 | 6,194 | 31.42 | ||||
| 2025-08-14 | 13F | 清晰度资产管理公司 | 443 | 0.23 | 91 | -8.16 | ||||
| 2025-06-26 | NP | FLRG - 富达美国多因素 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 | 60,642 | 70.52 | 12,886 | 63.16 | ||||
| 2025-08-28 | NP | CNEQ-阿尔及尔集中股票ETF | 5,972 | 51.42 | 1,225 | 39.84 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 739,468 | 5.98 | 151,717 | -2.12 | ||||
| 2025-07-07 | 13F | TruWealth 顾问有限责任公司 | 197,426 | 4.30 | 40,505 | -3.66 | ||||
| 2025-08-11 | 13F | 王国金融集团有限责任公司。 | 8,237 | 73.45 | 1,690 | 60.25 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 507,505 | 37.66 | 104,125 | 27.15 | ||||
| 2025-07-31 | 13F | 北极星资产管理公司 | 75,855 | 0.27 | 15,563 | -7.38 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 37,188 | 0.22 | 7,630 | -7.44 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 40,674 | 1.29 | 8,345 | -6.44 | ||||
| 2025-08-05 | 13F | 达林 |奥斯马诺有限责任公司 | 2,163 | 0.37 | 444 | -7.32 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 146,724 | 1.11 | 30,103 | -6.61 | ||||
| 2025-07-15 | 13F | 真正的独立有限责任公司 | 38,021 | 8.69 | 7,801 | 0.39 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 718,068 | 14.55 | 147,326 | 5.81 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 16,332 | 3,338 | ||||||
| 2025-08-26 | NP | QQEW - 第一信托纳斯达克 100 等权重指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 92,027 | 11.08 | 18,881 | 2.60 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 8,083 | 4.57 | 1,658 | -3.38 | ||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 92 | 17.95 | 18 | 0.00 | ||||
| 2025-07-18 | 13F | 权力咨询集团有限责任公司 | 10,698 | 1.46 | 2,195 | -6.32 | ||||
| 2025-08-01 | NP | TCBAX - Covered Bridge 基金 A 类股票 | 12,000 | 2,462 | ||||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 5,434,881 | 1.62 | 1,115,075 | -6.14 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Growth 股票 ETF | 14,682 | 0.32 | 2,949 | -16.70 | ||||
| 2025-07-23 | 13F | Motiv8 投资有限责任公司 | 8,772 | 6.48 | 1,800 | -1.69 | ||||
| 2025-07-11 | 13F | 布伦德尔财务顾问有限责任公司 | 15,382 | 20.35 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 39,754 | 0.90 | 8,156 | -6.80 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | Call | 32,000 | 6,565 | |||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | Short | -19,013 | 17.75 | -3,901 | 8.76 | |||
| 2025-07-09 | 13F | 高概率顾问有限责任公司 | 4,504 | 8.32 | 924 | 0.11 | ||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 1,278,000 | 401.18 | 262,207 | 362.91 | ||||
| 2025-08-14 | 13F | 格鲁斯金谢夫联合公司 | 117,724 | 0.87 | 24,153 | -6.84 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 12,610 | 197.20 | 2,801 | 163.75 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 3,193 | 0.16 | 655 | -7.49 | ||||
| 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 | 544,556 | 16.52 | 109,374 | -3.23 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 654,728 | 13.15 | 131,502 | -6.02 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Call | 1,640,400 | 24.29 | 337 | 14.68 | |||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 37,946 | 2.53 | 7,886 | -4.09 | ||||
| 2025-08-12 | 13F | Intellus 顾问有限公司 | 98,076 | 3.48 | 20,122 | -4.42 | ||||
| 2025-07-25 | NP | MTCAX - MFS科技基金A | 565,862 | 6.20 | 113,653 | -11.80 | ||||
| 2025-07-23 | 13F | 伊斯兰教投资组合公司 | 3,999 | 1.27 | 820 | -6.50 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 65,136 | 55.16 | 13,364 | 43.31 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 4,346,557 | 2.02 | 873,006 | -15.27 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | Put | 297,000 | 36.99 | 61 | 25.00 | |||
| 2025-07-23 | 13F | LifeSteps 金融公司 | 31,757 | 1.85 | 6,516 | -5.92 | ||||
| 2025-07-28 | 13F | 纪律股权管理公司 | 688 | 4.24 | 141 | -3.42 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 53,728 | 6.81 | 11,023 | -1.34 | ||||
| 2025-08-28 | NP | TOPT - iShares 前 20 名美国股票 ETF | 144,693 | 22.43 | 29,687 | 13.08 | ||||
| 2025-07-22 | 13F | Gratus 财富顾问有限公司 | 35,892 | 0.34 | 7,364 | -7.34 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 64,511 | 5.66 | 13,621 | 12.58 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 12,373 | 17.41 | 2,539 | 22.31 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 15,356,543 | 2.88 | 3,150,702 | -4.97 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 38,401 | 215.23 | 7,879 | 191.24 | ||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 541,338 | 0.54 | 111,183 | -7.07 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 40,101 | 8,228 | ||||||
| 2025-07-15 | 13F | 重要财富合作伙伴有限责任公司 | 4,384 | 1.06 | 899 | -6.65 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 403,635 | 0.97 | 82,814 | -6.74 | ||||
| 2025-08-04 | 13F | 约瑟夫·P·露西亚联合有限责任公司 | 41,185 | 0.89 | 8,450 | -6.82 | ||||
| 2025-07-31 | 13F | 恩德威姆有限公司 | 3,386 | 0.65 | 695 | -7.10 | ||||
| 2025-07-16 | 13F | Vestia 个人财富顾问 | 9,284 | 0.59 | 1,905 | -7.12 | ||||
| 2025-08-07 | 13F | 财务演讲公司 | 334 | 69 | ||||||
| 2025-07-10 | 13F | 三季财富有限责任公司 | 492,999 | 3,462.13 | 101,149 | 3,190.44 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 45,473,468 | 7.22 | 9,329,791 | -0.97 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 60,000 | 12,309 | |||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Call | 60,000 | 12,309 | |||||
| 2025-08-14 | 13F | 骑士桥资产管理有限公司 | 81,173 | 3.70 | 16,654 | -4.21 | ||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 48,870 | 57.42 | 10,385 | 41.74 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 85,907 | 0.29 | 17,626 | -7.37 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 117,894 | 7.70 | 24,188 | -0.53 | ||||
| 2025-07-22 | 13F | Foguth 财富管理有限责任公司。 | 20,496 | 73.80 | 4,205 | 60.56 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | Put | 1,682 | -68.45 | |||||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 40,692 | 1.22 | 8,349 | -6.51 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 49,818 | 5.32 | 10,221 | -2.72 | ||||
| 2025-07-11 | 13F | 沃克金融服务公司 | 6,717 | 102.81 | 1,378 | 87.48 | ||||
| 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 | 18,944,035 | 8.79 | 3,804,909 | -9.65 | ||||
| 2025-07-18 | 13F | 唐纳德·L·哈根有限责任公司 | 6,158 | 0.75 | 1,263 | -6.93 | ||||
| 2025-08-12 | 13F | 长岛财富管理公司 | 4,789 | 12.87 | 982 | 4.25 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | Call | 964 | 384.42 | |||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 13,573 | 2,785 | ||||||
| 2025-07-16 | 13F | 梅雷迪思财富规划 | 9,788 | 0.32 | 2,008 | -7.34 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 251,300 | 16.28 | 53,401 | 4.70 | ||||
| 2025-08-12 | 13F | 威斯康星财富顾问有限责任公司 | 8,536 | 7.30 | 1,751 | -0.85 | ||||
| 2025-08-27 | NP | LCF - Touchstone 美国大盘股 ETF | 14,795 | 1.43 | 3,035 | -6.30 | ||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 15,852 | 39.10 | 2,232 | -11.85 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 107,226 | 6.31 | 22,000 | -1.80 | ||||
| 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 | 56,054 | 4.64 | 11,501 | -3.35 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 251,447 | 15.19 | 51,589 | 6.40 | ||||
| 2025-08-06 | 13F | 泰美洛投资管理公司 | Put | 10,000 | 2,052 | |||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 3,077,155 | 1.25 | 631,340 | -6.48 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 9,861 | 17.69 | 2,023 | 8.70 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 6,623 | 1,359 | ||||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 41,880 | 32.02 | 8,592 | 21.94 | ||||
| 2025-06-30 | NP | DAFGX - Dunham 重点关注大盘成长基金 A 类 | 36,587 | 13.98 | 7,775 | 2.63 | ||||
| 2025-08-15 | 13F | CTC有限公司 | 219,191 | 1,385.44 | 44,971 | 1,272.32 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil 财富顾问有限责任公司 | 12,601 | 0.02 | 2,585 | -7.61 | ||||
| 2025-08-15 | 13F | CTC有限公司 | Call | 6,242,700 | 17.81 | 1,280,815 | 8.81 | |||
| 2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 9,393 | 13.01 | 1,927 | 4.39 | ||||
| 2025-08-07 | 13F | 理查德杨有限公司 | 81,466 | 0.75 | 16,714 | -6.94 | ||||
| 2025-06-26 | NP | FDVV - 富达高股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,186,933 | 3.50 | 252,223 | -6.80 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 232,625 | 6.93 | 47,728 | -1.23 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 296,355 | 27.64 | 61 | 17.65 | ||||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 36,304 | 2.28 | 7,449 | -5.53 | ||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 22,285 | 2.50 | 4,572 | -5.32 | ||||
| 2025-07-11 | 13F | 凯丹财富管理公司 | 10,360 | 2.26 | 2,126 | -5.56 | ||||
| 2025-07-29 | 13F | 双西资本顾问有限公司 | 2,484 | 5.66 | 531 | 14.19 | ||||
| 2025-07-17 | 13F | 仅收费财务规划，LC | 2,582 | 122.39 | 530 | 105.84 | ||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 全球核心股票基金系列 I | 9,846 | 9.42 | 2,020 | 1.10 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 65,164 | 59.39 | 13,370 | 47.22 | ||||
| 2025-08-07 | 13F | 卡斯卡特金融合作伙伴有限责任公司 | 203,185 | 4.34 | 41,688 | -3.63 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -131 | -27 | |||||
| 2025-08-28 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 48,872 | 1.73 | 10,027 | -6.04 | ||||
| 2025-08-27 | NP | USRD - 主题美国研发冠军 ETF | 79 | 16 | ||||||
| 2025-07-25 | NP | USAWX - 世界增长基金股票 | 203,690 | 2.16 | 40,911 | -15.16 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 10,686 | 3.34 | 2,192 | -4.53 | ||||
| 2025-07-18 | 13F | 中银香港资产管理有限公司 | 3,500 | 718 | ||||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 146,107 | 26.02 | 29,346 | 4.67 | ||||
| 2025-08-11 | 13F | 奥德投资管理有限公司 | 41,977 | 0.09 | 8,612 | -7.55 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 208,124 | 3.82 | 42,701 | -4.11 | ||||
| 2025-08-06 | 13F | 自律投资者有限责任公司 | 13,704 | 1.73 | 2,812 | -6.05 | ||||
| 2025-07-22 | 13F | 古铁雷斯财富咨询有限责任公司 | 4,466 | 151.46 | 916 | 132.49 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 5,239 | 24.53 | 1,075 | 14.99 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 45,820 | 9,401 | ||||||
| 2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 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 | 33,245,345 | 2.31 | 7,064,636 | -7.87 | ||||
| 2025-08-13 | 13F | 林奇资产管理公司 | 39,125 | 1.03 | 8,027 | -6.67 | ||||
| 2025-06-26 | NP | ALTFX - AB 可持续全球主题基金, INC. A 类 | 133,650 | 28,401 | ||||||
| 2025-07-22 | NP | GVIP - 高盛对冲行业 VIP ETF | 30,908 | 8.08 | 6,208 | -10.24 | ||||
| 2025-08-29 | NP | JSGAX - 约翰汉考克美国质量增长基金 A 类 | 582,653 | 1.09 | 119,543 | -6.63 | ||||
| 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 | 8,756,111 | 2.22 | 1,796,491 | -5.59 | ||||
| 2025-08-08 | 13F | Opinicus 资本公司 | 44,198 | 1.68 | 9,068 | -6.08 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 8,154 | 26.60 | 1,673 | 16.92 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 3,723,510 | 4.85 | 763,953 | -3.15 | ||||
| 2025-07-29 | 13F | 财务协同财富顾问公司 | 21,737 | 4.85 | 4,460 | -3.17 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 2,407 | 1.52 | 494 | -6.27 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 22,803 | 12.79 | 4,846 | 1.55 | ||||
| 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 | 40,189 | 112.26 | 8,246 | 96.08 | ||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 4,817 | 0.52 | 988 | -7.14 | ||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | 28,190 | 91.59 | 5,784 | 76.96 | ||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 21,693 | 4,451 | ||||||
| 2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 7,094 | 3.23 | 1,456 | -4.65 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 13,755 | 12.70 | 2,763 | -6.40 | ||||
| 2025-08-05 | 13F | 平衡风险投资有限责任公司 | 31,142 | 1.86 | 6,389 | -5.92 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 12,733,860 | 1.33 | 2,612,564 | -6.41 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 50,302 | 33.47 | 10,320 | 23.28 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 23,412 | 357.44 | 4,702 | 280.11 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 19,007,062 | 69.42 | 3,919,595 | 57.28 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 100,179,593 | 2.51 | 20,553,846 | -5.31 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 3,967,636 | 6.30 | 843,123 | -4.29 | ||||
| 2025-08-14 | 13F | Candlestick 资本管理有限责任公司 | Put | 579,700 | 118,937 | |||||
| 2025-08-14 | 13F | 南岸银行 | 212,176 | 2.69 | 43,532 | -5.15 | ||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 13,546 | 1.00 | 2,779 | -6.71 | ||||
| 2025-07-17 | 13F | RBA 财富管理有限责任公司 | 42,169 | 0.96 | 8,652 | -6.76 | ||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 23,195 | 0.25 | 4,759 | -7.41 | ||||
| 2025-08-04 | 13F | Bridgewealth 咨询集团有限责任公司 | 24,521 | 371.10 | 5,031 | 335.12 | ||||
| 2025-07-15 | 13F | 梧桐金融顾问公司 | 14,855 | 0.08 | 3,048 | -7.55 | ||||
| 2025-06-27 | NP | CPLSX - Calamos Phineus 多头/空头基金 A 类 | Short | -93,000 | -26.77 | -19,762 | -34.07 | |||
| 2025-07-11 | 13F | 梅里韦瑟财富与规划有限责任公司 | 7,164 | 8.81 | 1,470 | 0.48 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 31,357 | 6.24 | 6,434 | -1.88 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 39,178 | 2.43 | 8,322 | -2.05 | ||||
| 2025-08-05 | 13F | 峰会投资咨询服务有限责任公司 | 6,034 | 197.53 | 1,238 | 175.11 | ||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 99,769 | 6.38 | 20,470 | -1.74 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 137,824 | 1.72 | 28,277 | -6.04 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 65,495 | 40.88 | 13,438 | 30.13 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | 4,870 | 1 | ||||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 4,899 | 1,005 | ||||||
| 2025-08-13 | 13F | 擎天资本有限公司 | 66,000 | 13,541 | ||||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 98,957 | 0.45 | 21,022 | 23.77 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -85 | -17 | |||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 391,878 | 0.09 | 80,402 | -7.55 | ||||
| 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 | 18,390,079 | 10.28 | 3,907,892 | -0.70 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 71,180 | 1,390.68 | 15 | 1,300.00 | ||||
| 2025-07-30 | NP | AIQ - Global X 未来分析科技 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 | 436,496 | 0.10 | 87,670 | -16.87 | ||||
| 2025-07-17 | 13F | 遗产财富管理公司 | 3,862 | 31.45 | 792 | 21.47 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 121,501 | 12.87 | 24,928 | 4.25 | ||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 377,863 | 0.31 | 77,526 | -7.34 | ||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 59,984 | 20.78 | 12 | 9.09 | ||||
| 2025-07-30 | 13F | Bcm 顾问有限公司 | 8,860 | 2.92 | 1,872 | 5.89 | ||||
| 2025-08-11 | 13F | 卡斯卡特财富顾问公司 | 3,238 | 743 | ||||||
| 2025-08-12 | 13F | NFC 投资有限责任公司 | 2,101 | 0.05 | 0 | |||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 1,245,752 | 0.32 | 255,591 | -7.34 | ||||
| 2025-07-17 | 13F | 主帆金融集团有限责任公司 | 5,952 | 3.93 | 1,245 | -2.20 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 1,493,459 | 306,338 | ||||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 293,761 | 2.02 | 60,271 | -5.77 | ||||
| 2025-08-25 | NP | ROBT - First Trust 纳斯达克人工智能和机器人 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 | 10,363 | 22.58 | 2,126 | 13.27 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 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 | 7,907,360 | 0.57 | 1,680,314 | -9.45 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 139,242 | 4.04 | 28,568 | -3.90 | ||||
| 2025-08-13 | 13F | 阿瓦隆全球资产管理有限公司 | Put | 40,000 | 8 | |||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | Call | 61,300 | 0.16 | 107 | 341.67 | |||
| 2025-08-14 | 13F | 谢伊资本有限责任公司 | Call | 50,000 | 10,258 | |||||
| 2025-06-26 | NP | DYNF - 贝莱德美国股票因子轮换 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 | 5,500,868 | 25.97 | 1,168,934 | 13.43 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 542,495 | 1.07 | 111,304 | -6.65 | ||||
| 2025-07-17 | 13F | 宝盛财富管理 | 11,125 | 1.64 | 2,283 | -6.13 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 131,131 | 0.73 | 26,904 | -6.96 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 10,601 | 10.60 | 2,129 | -8.15 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 1,148,838,990 | 0.76 | 235,707,296 | -6.94 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | Call | 501,700 | 102,934 | |||||
| 2025-07-11 | 13F | Scratch 资本有限公司 | 1,194 | 20.85 | 245 | 11.42 | ||||
| 2025-08-06 | 13F | 云泰资本管理有限公司/香港 | Put | 625,000 | 128,231 | |||||
| 2025-08-29 | NP | JAFGX - 资本增值信托资产净值 | 164,364 | 6.47 | 33,723 | -1.66 | ||||
| 2025-08-13 | 13F | 罗伯蒂·罗伯特 | 1,052 | 0.19 | 216 | -7.73 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 9,614 | 7.66 | 1,973 | -0.55 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 6,680 | 6.23 | 1,371 | -1.86 | ||||
| 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 | 353,000 | 34.73 | 75,012 | 21.32 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 35,157 | 0.16 | 7,213 | -7.49 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 16,604 | 1.68 | 3,407 | -6.09 | ||||
| 2025-04-22 | 13F | VanWeelden 财富管理有限责任公司 | 1,344 | 24.79 | 299 | 10.78 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 1,440 | 176.92 | 0 | |||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 2,715,115 | 27.59 | 557,060 | 17.85 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 284,100 | 3.27 | 58,289 | -4.61 | |||
| 2025-08-14 | 13F | 猎犬合伙人有限责任公司 | 123,000 | 25,236 | ||||||
| 2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 46,284 | 13.39 | 9,307 | 7.96 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 88,674 | 1.02 | 18,193 | -6.69 | ||||
| 2025-08-13 | 13F | 七大经理有限公司 | 40,000 | 8,207 | ||||||
| 2025-07-21 | 13F | 111资本 | 87,538 | 7.18 | 17,960 | -1.00 | ||||
| 2025-07-24 | 13F | 威廉姆斯和诺瓦克有限责任公司 | 9,458 | 0.12 | 1,941 | -7.97 | ||||
| 2025-08-27 | NP | AWSAX - 景顺全球核心股票基金A类 | 80,155 | 9.07 | 16,445 | 0.75 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 19,845 | 10.32 | 4,072 | 1.90 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 61,966 | 0.09 | 13,164 | -4.27 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 185,477 | 35.05 | 38,546 | 25.36 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 1,032,235 | 211,784 | ||||||
| 2025-08-04 | 13F | 家庭财富集团有限责任公司 | 6,107 | 1,253 | ||||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 21,728 | 7.44 | 4,458 | -0.78 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 162,656 | 2.24 | 32,918 | 8.66 | ||||
| 2025-08-14 | 13F | Tandem 财富顾问有限责任公司 | 6,196 | 9.08 | 1,271 | 0.79 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 28,192 | 1.04 | 5,784 | -6.66 | ||||
| 2025-07-29 | 13F | 北方资本管理公司 | 13,711 | 2.77 | 2,813 | -5.06 | ||||
| 2025-08-05 | 13F | 维瑞特资产管理公司 | 8,124 | 10.56 | 1,667 | 2.08 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 99,620 | 0.98 | 20,439 | -4.92 | ||||
| 2025-07-17 | 13F | 约翰逊比克斯比有限公司 | 39,511 | 0.33 | 8,107 | -7.33 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 57,116 | 0.76 | 11,718 | -11.27 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 236,835 | 15.57 | 48,591 | 6.74 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 37,354 | 25.50 | 7,977 | 20.65 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 6,916,006 | 11.08 | 1,418,957 | 2.60 | ||||
| 2025-07-22 | 13F | 戴维财富管理有限公司 | 8,275 | 28.23 | 1,698 | 18.42 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 17,342 | 13.38 | 3,558 | 4.74 | ||||
| 2025-04-15 | 13F | 会员财富有限责任公司 | 10,692 | 0.19 | 2,375 | -6.02 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 11,488,541 | 6.74 | 2,357,104 | -1.41 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 14,384 | 126.09 | 2,951 | 108.85 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 662,135 | 17.12 | 135,771 | 8.16 | ||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 133,060 | 1.49 | 27,300 | -6.26 | ||||
| 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 | 430,763 | 65.83 | 91,537 | 49.32 | ||||
| 2025-08-05 | 13F | Allodium 投资顾问有限公司 | 1,512 | 310 | ||||||
| 2025-08-07 | 13F | 塔西塔资本公司 | 5,674 | 17.99 | 1,164 | 8.99 | ||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 27,265 | 53.22 | 5,594 | 42.39 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 494,002 | 2.47 | 104,975 | -7.74 | ||||
| 2025-07-22 | 13F | Valpey金融服务有限责任公司 | 2,281 | 468 | ||||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 104,424 | 78.75 | 21,425 | 65.10 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 54,747 | 24.95 | 11,232 | 15.41 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 291,353 | 17.15 | 59,777 | 8.21 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 1,313,784 | 269,549 | ||||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 478,587 | 39.70 | 98,192 | 29.03 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 19,723 | 4,047 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理大盘增长基金 I 类 | 217,489 | 7.42 | 44,622 | -0.78 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 378,848 | 2.01 | 77,728 | -5.77 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 17,641 | 24.21 | 3,619 | 14.74 | ||||
| 2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | Call | 1,500 | 308 | |||||
| 2025-07-30 | 13F | CORDA 投资管理有限公司。 | 287,356 | 51.66 | 58,957 | 40.08 | ||||
| 2025-07-18 | 13F | 洛厄里·托马斯有限公司 | 7,753 | 0.03 | 1,591 | -7.61 | ||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 58,674 | 0.89 | 12,038 | -6.81 | ||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 10,715 | 2.34 | 2,198 | -5.46 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 9,111 | 422.42 | 1,869 | 382.95 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 106,363 | 21,823 | ||||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 25,683 | 5,269 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 70,901,121 | 6.03 | 14,546,783 | -2.07 | ||||
| 2025-07-29 | 13F | 大师财富管理有限公司 | 10,383 | 0.01 | 2,130 | -7.63 | ||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 23,344 | 2.22 | 4,789 | -5.58 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | Put | 24,000 | 4,924 | |||||
| 2025-08-05 | 13F | 雅各布森与施密特顾问有限公司 | 1,707 | 350 | ||||||
| 2025-08-19 | 13F | 国家资产管理公司 | Put | 7,890 | 1,619 | |||||
| 2025-08-19 | 13F | 国家资产管理公司 | Call | 12,215 | 2,506 | |||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 4,392,089 | 29.76 | 901,125 | 19.85 | ||||
| 2025-08-01 | 13F | 威廉·艾伦有限公司 | 38,851 | 1.49 | 7,971 | -6.27 | ||||
| 2025-08-26 | NP | QGRPX - 瑞银美国优质增长合理价格基金 P 类 | 107,925 | 2.82 | 22,143 | -5.03 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 30,736 | 1.00 | 6,306 | -6.70 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 7,449 | 3.19 | 1,528 | -4.68 | ||||
| 2025-08-11 | 13F | LCNB公司 | 32,877 | 1.68 | 6,745 | -6.08 | ||||
| 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 | 133,084 | 0.53 | 26,730 | -16.51 | ||||
| 2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 548,622 | 5.65 | 110,191 | -12.26 | ||||
| 2025-08-14 | 13F | 白盒顾问有限公司 | 40,000 | 100.00 | 8,207 | 84.74 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 14,215 | 5.95 | 2,855 | -11.99 | ||||
| 2025-07-31 | 13F | 拉扎德兄弟管理公司 | 1,229,267 | 18.32 | 252 | 9.57 | ||||
| 2025-08-11 | 13F | Gr金融集团有限公司 | 18,536 | 17.11 | 3,803 | 8.17 | ||||
| 2025-07-07 | 13F | 彼得森财富顾问有限责任公司 | 12,424 | 0.31 | 2,549 | 13.44 | ||||
| 2025-08-14 | 13F | PYA沃尔特曼资本有限责任公司 | 10,991 | 0.14 | 2,255 | -7.51 | ||||
| 2025-08-29 | NP | GGRW - Gabelli 成长创新者 ETF | 955 | 13.02 | 196 | 4.28 | ||||
| 2025-07-24 | NP | FDCPX - 计算机产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 349,424 | 4.11 | 70,182 | -13.54 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 28,697 | 5,888 | ||||||
| 2025-08-14 | 13F | 特立独行资本有限公司 | 11,229 | 2,304 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 697,826 | 2.19 | 143,173 | -5.61 | ||||
| 2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 31,765 | 23.16 | 6,515 | 13.74 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 273,658 | 0.70 | 56,146 | -6.99 | ||||
| 2025-08-06 | 13F | 篝火金融 | 9,378 | 1.10 | 1,924 | -6.60 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 627,653 | 5.61 | 128,776 | -2.45 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 46,852 | 3.26 | 9,613 | -4.62 | ||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 381,847 | 47.81 | 78,344 | 36.52 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 1,238,490 | 0.59 | 253,483 | -7.10 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | Put | 222 | -99.47 | |||||
| 2025-07-23 | 13F | 采石场山顾问有限公司 | 3,098 | 0.10 | 636 | -7.57 | ||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 109,815 | 4.37 | 22,531 | -3.60 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 134,578 | 3.59 | 27,611 | -4.32 | ||||
| 2025-07-08 | 13F | 战略倡导者有限责任公司 | 36,222 | 4.52 | 7,432 | -3.46 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | Put | 205 | ||||||
| 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 | 164,703 | 0.37 | 33,081 | -16.65 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 20,894 | 0.05 | 4,287 | -7.59 | ||||
| 2025-07-09 | 13F | 桑迪湾顾问有限责任公司 | 60,631 | 1.77 | 12,440 | -6.00 | ||||
| 2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 164,367 | 9.68 | 33,013 | -8.91 | ||||
| 2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 136,184 | 4.24 | 28,939 | -6.14 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 21,026 | 16.44 | 4,314 | 107,725.00 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 8,990,725 | 10.89 | 1,844,627 | 2.42 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 21,948 | 5 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 4,984,322 | 5.21 | 1,019,535 | -2.84 | ||||
| 2025-08-14 | 13F | 改善有限责任公司 | 31,332 | 4.46 | 6 | 0.00 | ||||
| 2025-07-17 | 13F | 湾桥资本集团有限责任公司 | 4,910 | 4.22 | 1,007 | -3.73 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 2,766,202 | 5.79 | 567,542 | -2.29 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners有限责任公司 | 41,608 | 9.30 | 8,537 | 14.03 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 691,381 | 113.62 | 141,851 | 97.31 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 816,600 | 702.95 | 167,542 | 641.66 | |||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 464,527 | 2.90 | 95,307 | -4.96 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 15,908 | 1.14 | 3,264 | -6.58 | ||||
| 2025-08-08 | 13F | 您的倡导者有限公司 | 5,786 | 0.26 | 1,187 | -7.34 | ||||
| 2025-08-12 | 13F | 前沿资产管理有限责任公司 | 1,483 | 304 | ||||||
| 2025-08-01 | 13F | 遗产财富管理公司/德克萨斯州 | 6,763 | 7.43 | 1,388 | -0.79 | ||||
| 2025-07-15 | 13F | 班纳曼财富管理集团有限责任公司 | 1,816 | 35.12 | 373 | 24.83 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 6,186 | 223.20 | 1,269 | 198.59 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\德国 | 3,007 | 617 | ||||||
| 2025-06-26 | NP | PRJAX - PGIM Jennison 全球机会基金 A 类 | 1,146,803 | 46.99 | 243,696 | 32.35 | ||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 74,018,868 | 2.72 | 14,866,690 | -14.69 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 27,725 | 95.27 | 5,569 | 62.19 | ||||
| 2025-07-09 | 13F | 市场街财富管理顾问有限公司 | 14,492 | 0.37 | 2,973 | -7.30 | ||||
| 2025-08-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 40,169 | 1.78 | 8,242 | -5.99 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 27,791,939 | 1.62 | 5,702,072 | -6.14 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 3,734,542 | 1.65 | 750,083 | -15.57 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 1,063,957 | 1.22 | 218 | -6.44 | ||||
| 2025-07-29 | 13F | 好路有限责任公司 | 2,386 | 490 | ||||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 75,720 | 5.37 | 15,536 | -2.68 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 39,688 | 1.11 | 8,143 | -6.61 | ||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 187,602 | 5.78 | 38,490 | -2.29 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 728,969 | 16.11 | 149,563 | 7.24 | ||||
| 2025-07-28 | NP | NBGX - 路博迈成长ETF | 2,447 | 4.57 | 491 | -13.10 | ||||
| 2025-07-16 | 13F | 老虎橡树管理有限公司 | 100,572 | 0.96 | 20,634 | -6.74 | ||||
| 2025-07-23 | 13F | 奥普伦金融集团有限公司 | 3,956 | 19.26 | 812 | 10.19 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 18,645 | 13.45 | 4 | -25.00 | ||||
| 2025-07-22 | 13F | 衡量风险投资组合有限公司 | 12,508 | 2.21 | 2,566 | -5.59 | ||||
| 2025-07-30 | 13F | 帕拉贡金融合作伙伴公司 | 25,430 | 0.04 | 5,217 | -7.60 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 202,137 | 1.21 | 41,472 | -6.52 | ||||
| 2025-08-14 | 13F | 纪律资本管理有限责任公司 | 236 | 0.43 | 48 | -7.69 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 13,156 | 6.99 | 2,699 | -1.17 | ||||
| 2025-07-23 | 13F | 元素财富有限责任公司 | 10,311 | 1.02 | 2,115 | -6.70 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 | 390,456 | 24.74 | 80,110 | 15.21 | ||||
| 2025-08-06 | 13F | 哥伦比亚河金融集团有限责任公司 | 1,983 | 1.28 | 0 | |||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 53,709 | 0.83 | 11,019 | -6.87 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 128,228 | 0.78 | 27,248 | -9.26 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 480,283,704 | 1.20 | 98,539,808 | -6.53 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 131,861 | 4.72 | 27,054 | -3.28 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 115,251 | 26.26 | 23,646 | 16.62 | ||||
| 2025-07-30 | 13F | 退休计划小组 | 125,090 | 0.36 | 25,665 | -7.30 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 1,709,447 | 54.26 | 350,727 | 42.48 | ||||
| 2025-07-11 | 13F | 赛普拉斯财务规划有限公司 | 8,826 | 0.34 | 1,811 | -7.32 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 137,200 | 8.48 | 28,149 | 0.20 | ||||
| 2025-07-15 | 13F | 卡根科科扎资产管理公司 | 1,609 | 4.89 | 330 | -2.94 | ||||
| 2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 14,819,312 | 1.54 | 3,040,478 | -6.21 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 370,653 | 9.67 | 78,764 | -1.25 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 1,192 | 245 | ||||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 751,238 | 7.29 | 154,131 | -0.90 | ||||
| 2025-07-28 | NP | ESN - 基本 40 股票 ETF | 9,172 | 7.15 | 1,842 | -11.01 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 1,095 | 8.85 | 225 | 0.45 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 423,950,930 | 1.57 | 86,982,012 | -6.19 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 12,371 | 18.94 | 2,538 | 9.87 | ||||
| 2025-05-15 | 13F | 财富管理策略公司 | 19,301 | 0.02 | 4,287 | 8,831.25 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 2,644,678 | 1.13 | 561,994 | -8.94 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 459,850 | 3.35 | 102 | -9.01 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类 | 603,237 | 5.16 | 123,766 | -2.86 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 788 | 162 | ||||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,255,215 | 4.11 | 1,898,892 | -3.84 | ||||
| 2025-08-06 | 13F | Ar资产管理公司 | 251,803 | 0.10 | 52 | -7.27 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 4,935,400 | 74.52 | 1,012,596 | 61.19 | |||
| 2025-08-21 | NP | THMZ-Lazard股票大趋势ETF | 3,576 | 734 | ||||||
| 2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 59,834 | 0.26 | 12,276 | -7.39 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 93,730 | 1.90 | 19,231 | -5.88 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 3,817,310 | 154.53 | 783,197 | 135.10 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 2,758,492 | 1.73 | 566 | -6.15 | ||||
| 2025-07-29 | 13F | 马拉松战略顾问有限公司 | 1,713 | 1.60 | 351 | -6.15 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 114,700 | 152.64 | 23,533 | 133.36 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 148,900 | 225.11 | 30,550 | 200.29 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 134,507 | 259.01 | 27,597 | 231.60 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 28,416 | 44.73 | 5,830 | 33.68 | ||||
| 2025-07-16 | NP | CGDV - Capital Group 股息价值 ETF 股份类别 | 2,071,329 | 21.91 | 416,026 | 1.25 | ||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 9,062 | 42.42 | 1,859 | 31.56 | ||||
| 2025-08-14 | 13F | 顺序规划有限责任公司 | 10,097 | 47.64 | 2,072 | 36.34 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 190,883 | 0.52 | 39,163 | -7.15 | ||||
| 2025-07-18 | 13F | 全景资本合伙有限公司 | 18,839 | 3.44 | 4,023 | 28.12 | ||||
| 2025-07-30 | 13F | 舒尔霍夫公司 | 18,836 | 0.23 | 3,865 | -7.43 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 92,520 | 12.29 | 18,982 | 3.72 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 26,492 | 55.92 | 5,885 | 64.45 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 24,987 | 44.55 | 5 | 66.67 | ||||
| 2025-07-08 | 13F | 马丁资本合伙人有限责任公司 | 2,580 | 47.94 | 1 | |||||
| 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 | 15,522 | 17.05 | 3,298 | 5.40 | ||||
| 2025-08-14 | 13F | 维斯塔私人财富合作伙伴。有限责任公司 | 18,389 | 71.00 | 3,773 | 57.96 | ||||
| 2025-06-30 | NP | QRMI - Global X 纳斯达克 100 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 | 8,548 | 18.87 | 1,816 | 7.01 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 61,640 | 12,647 | ||||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 53,235 | 7.78 | 10,922 | -0.45 | ||||
| 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) | 23,646 | 24.54 | 4,851 | 15.03 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 1,502 | 15.18 | 308 | 6.57 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 84,240 | 0.03 | 17,284 | -7.61 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 195,497 | 16.76 | 40,110 | 7.84 | ||||
| 2025-08-08 | 13F | Bouchey金融集团有限公司 | 296,206 | 2.00 | 60,773 | -5.79 | ||||
| 2025-06-27 | NP | BMVP - 景顺动态市场 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 | 9,245 | 22.19 | 1,965 | 10.03 | ||||
| 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 | 934,346 | 21.22 | 198,549 | 9.15 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 154,887 | 0.09 | 31,778 | -7.55 | ||||
| 2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 6,429 | 1.72 | 1,291 | -15.51 | ||||
| 2025-06-27 | NP | ITYAX - 景顺科技基金A类 | 167,967 | 27.87 | 35,693 | 15.14 | ||||
| 2025-07-14 | 13F | 沙夫投资有限公司 | 13,668 | 4.08 | 2,804 | -3.84 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 1,512,558 | 2.01 | 310,332 | -5.78 | ||||
| 2025-07-16 | 13F | 阿肯色州金融集团公司 | 8,465 | 30.94 | 1,778 | 44.47 | ||||
| 2025-08-13 | 13F | 库恩公司投资顾问 | 19,729 | 0.43 | 4,048 | -7.24 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 954,478 | 5.02 | 195,830 | -3.00 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 683,459 | 8.20 | 168,966 | 20.29 | ||||
| 2025-07-22 | 13F | 塔尔博特金融有限责任公司 | 418,782 | 14.31 | 85,922 | 5.58 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 52,120 | 3.72 | 10,694 | -4.19 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 449,035 | 3.06 | 92,128 | -4.81 | ||||
| 2025-07-08 | 13F | 下一级私人有限责任公司 | 36,581 | 12.35 | 7,505 | 3.77 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 91,825 | 1.80 | 19,388 | 6.13 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | Call | 4,500 | 923 | |||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 577,529 | 0.87 | 118,492 | -6.83 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 790,500 | 17.77 | 162,187 | 8.78 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 5,855 | 3.63 | 1,201 | -4.30 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 29,304,156 | 6.77 | 6,012,375 | -1.39 | ||||
| 2025-08-14 | 13F | 票据顾问有限公司 | 3,786 | 0.29 | 777 | -7.40 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 996,690 | 0.06 | 204,491 | -7.58 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 930,271 | 2.47 | 190,864 | -5.35 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 2,932,508 | 3.74 | 601,663 | -4.18 | ||||
| 2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 986,978 | 17.93 | 198,235 | -2.05 | ||||
| 2025-07-23 | 13F | 马登咨询服务公司 | 4,910 | 0.35 | 1,007 | -7.36 | ||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 539,358 | 0.24 | 110,660 | -7.42 | ||||
| 2025-07-18 | 13F | Swp金融有限公司 | 41,210 | 0.03 | 8,455 | -7.62 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 25,447 | 25.24 | 5,407 | 12.76 | ||||
| 2025-08-04 | 13F | 麦克米尔财富管理 | 4,747 | 1.82 | 952 | -8.02 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 8,028,111 | 26.63 | 1,647,128 | 18.05 | ||||
| 2025-08-04 | 13F | 财务规划合作伙伴 | 6,528 | 0.02 | 1,339 | -7.59 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 1,044,900 | 31.58 | 214,382 | 21.54 | |||
| 2025-07-17 | 13F | 预备退休研究所有限责任公司 | 6,507 | 8.58 | 1,335 | 0.30 | ||||
| 2025-08-04 | 13F | 大陆投资者服务公司 | 7,725 | 1.52 | 1,585 | -6.27 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 841,510 | 1.88 | 178,821 | -8.26 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 2,132,414 | 10.84 | 453,138 | -0.20 | ||||
| 2025-07-30 | 13F | 私人资本顾问公司 | 275,286 | 0.03 | 56,480 | -7.61 | ||||
| 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 | 465,200 | 2.34 | 95,445 | -5.47 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 172,920 | 0.87 | 35,478 | -6.83 | ||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 30,302 | 20.73 | 6,217 | 11.52 | ||||
| 2025-05-15 | 13F | IronBridge 私人财富有限责任公司 | 27,589 | 3.83 | 6,128 | -7.91 | ||||
| 2025-08-07 | 13F/A | 约瑟夫集团资本管理 | 26,403 | 17.33 | 5,417 | 8.38 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 707,040 | 14.87 | 145,064 | 6.10 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | Put | 5,900 | 5,800.00 | 49 | ||||
| 2025-08-08 | 13F | L & S 顾问公司 | 120,848 | 9.57 | 24,794 | 1.21 | ||||
| 2025-07-22 | 13F | 优势投资伙伴有限责任公司 | 170,785 | 3.52 | 35,040 | -4.38 | ||||
| 2025-08-13 | 13F | 资本财富有限公司 | 19,888 | 5.71 | 4,080 | -2.37 | ||||
| 2025-05-30 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 16,608 | 65.65 | 3,689 | 46.97 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 345,632 | 0.12 | 70,913 | -7.53 | ||||
| 2025-08-08 | 13F | Apex 财富管理有限公司 | 12,511 | 3.15 | 2,567 | -4.75 | ||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票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 | 47,216 | 2.61 | 9,483 | -14.78 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 5,431,665 | 0.13 | 1,114,415 | -7.51 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | Call | 9,500 | 27 | |||||
| 2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 11,319 | 39.53 | 2,322 | 28.93 | ||||
| 2025-08-20 | 13F | 前沿财富合作伙伴有限责任公司 | 11,069 | 1.20 | 2,767 | 13.87 | ||||
| 2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 17,091 | 24.39 | 3,507 | 14.88 | ||||
| 2025-08-14 | 13F | BLKBRD 资产管理有限公司 | 4,952 | 1,016 | ||||||
| 2025-06-26 | NP | SJGIX - Steward 大盘成长基金机构类别 | 60,000 | 1.69 | 12,750 | -8.43 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 2,286,262 | 52,145.48 | 469,076 | 48,010.36 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 46,327 | 4.17 | 9,505 | -3.80 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 46,451 | 4.23 | 9,530 | -3.73 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 65,817 | 5.92 | 13,504 | -2.17 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 1,074,902 | 1.65 | 220,538 | -6.11 | ||||
| 2025-07-29 | NP | DTGRX - 纽约梅隆银行科技成长基金 A 类 | 46,163 | 0.22 | 9,272 | -16.77 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 44,543 | 2.35 | 9,139 | -5.47 | ||||
| 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 | 1,839,473 | 6.81 | 369,458 | -11.29 | ||||
| 2025-07-25 | 13F | 苏玛公司 | 16,652 | 61.98 | 3,416 | 49.63 | ||||
| 2025-08-14 | 13F | LifePlan 投资顾问有限公司 | 14,163 | 64.40 | 2,906 | 51.86 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 4,528,751 | 112.81 | 929,057 | 96.55 | ||||
| 2025-07-30 | 13F | BG 投资服务公司 | 7,297 | 19.23 | 1,495 | 9.93 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 941,667 | 264.80 | 193,042 | 236.87 | ||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 23,341 | 0.63 | 4,789 | -7.07 | ||||
| 2025-08-06 | 13F | 财务咨询公司 /ut/ /adv | 34,429 | 2.09 | 7 | 0.00 | ||||
| 2025-08-26 | NP | TRBCX - T. Rowe Price 蓝筹成长基金公司 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 | 24,745,902 | 4.39 | 5,077,117 | -3.58 | ||||
| 2025-07-10 | 13F | 克莱尔市场投资有限公司 | Call | 2,000 | 410 | |||||
| 2025-07-30 | 13F | 保罗·达蒙联合公司 | 20,985 | 21.85 | 4,306 | 12.55 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 9,123 | 3.22 | 1,866 | -4.94 | ||||
| 2025-07-31 | 13F | 明尼苏达财富顾问有限责任公司 | 14,192 | 5.96 | 2,912 | -2.15 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 192,868 | 18.84 | 39,571 | 9.77 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 2,329,683 | 4.13 | 477,981 | -3.82 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 69,830 | 1.97 | 14,327 | -5.82 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 678,980 | 3.87 | 144,283 | -6.47 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 技术投资组合初始类别 | 51,696 | 13.85 | 10,606 | 5.16 | ||||
| 2025-08-15 | 13F | 布朗财务顾问 | 22,630 | 2.05 | 4,643 | -5.75 | ||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 1,897 | 421 | ||||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 19,647 | 4,031 | ||||||
| 2025-05-13 | 13F | 科尔德斯特里姆资本管理公司 | Put | 444 | ||||||
| 2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 37,086 | 0.16 | 7,609 | -7.48 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 20,211 | 5,061 | ||||||
| 2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 97,756 | 7.62 | 20 | 0.00 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates 有限责任公司 | 30,051 | 0.02 | 6,166 | -7.61 | ||||
| 2025-08-01 | NP | 美国通用投资者公司 | 424 | 0.00 | ||||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 7,116,721 | 1.18 | 1,460,138 | -6.55 | ||||
| 2025-07-09 | 13F | 基石财富服务有限责任公司 | 73,853 | 5.87 | 15,153 | -2.21 | ||||
| 2025-08-13 | 13F | 西部财富集团有限责任公司 | 55,517 | 0.76 | 11,839 | -3.72 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 146,337 | 3.90 | 30,024 | -4.03 | ||||
| 2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 25,286 | 50.38 | 5,079 | 24.89 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 201,102 | 1.15 | 41,260 | -6.57 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 134,494 | 1.16 | 27,594 | -6.56 | ||||
| 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 | 2,308,714 | 4.39 | 473,679 | -3.58 | ||||
| 2025-08-14 | 13F | 核心财富顾问公司 | 15,378 | 6.82 | 3,155 | -1.31 | ||||
| 2025-07-16 | 13F | GenWealth 集团有限公司 | 10,939 | 3.04 | 2,244 | -4.83 | ||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 69,002 | 1.52 | 14,157 | -6.23 | ||||
| 2025-08-07 | 13F | 共同愿景财富集团有限责任公司 | 177,852 | 0.31 | 36,917 | -6.26 | ||||
| 2025-08-08 | 13F | 柏灵财富合伙有限公司 | 116,636 | 1.28 | 23,930 | -6.46 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 564,657 | 14.04 | 115,851 | 5.33 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 50,296 | 308.35 | 10,319 | 277.16 | ||||
| 2025-08-12 | 13F | PSI 顾问有限责任公司 | 33,367 | 18.08 | 6,846 | 9.05 | ||||
| 2025-08-05 | 13F | 马雷斯特资本有限责任公司 | 23,125 | 0.62 | 4,745 | -7.07 | ||||
| 2025-04-23 | NP | GAGVX - 高盛蓝筹基金A级 | 11,103 | 11.99 | 2,685 | 14.16 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 23,320 | 5.73 | 4,840 | -1.20 | ||||
| 2025-07-23 | 13F | Spectrum 资产管理公司 (NB/CA) | Put | 0 | ||||||
| 2025-08-26 | NP | SEEGX - 摩根大通大盘成长基金 I 类 | 24,758,474 | 7.71 | 5,079,696 | -0.52 | ||||
| 2025-07-22 | 13F | 鲍威尔投资顾问有限责任公司 | 14,409 | 2,956 | ||||||
| 2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 74,210 | 0.09 | 15,226 | -7.56 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 9,620,363 | 0.19 | 1,973,810 | -7.46 | ||||
| 2025-07-09 | 13F | 沃尔夫财务管理有限公司 | 19,732 | 1.07 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 无畏投资集团有限责任公司 | Put | 97,000 | 212.90 | 19,901 | 189.01 | |||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 8,205,645 | 10.17 | 1,683,552 | 1.75 | ||||
| 2025-07-15 | 13F | 皮蒂集团财富管理有限责任公司 | 6,660 | 9.96 | 1,366 | 1.56 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2,480 | 67.57 | 509 | 54.88 | ||||
| 2025-06-26 | NP | FCPI - 富达通胀股票 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 | 48,900 | 1.95 | 10,391 | -8.20 | ||||
| 2025-08-14 | 13F | NCM资本管理有限责任公司 | 32,526 | 10.14 | 6,674 | 1.75 | ||||
| 2025-08-26 | NP | QAAAJX - T. Rowe 价格蓝筹成长投资组合 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 | 935,302 | 5.71 | 191,896 | -2.36 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 180,705 | 1.74 | 37,075 | -6.03 | ||||
| 2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | Put | 9,300 | 2 | |||||
| 2025-07-11 | 13F | 资本优势公司 | 54,966 | 8.00 | 11,277 | -11.52 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Call | 4,908,700 | 5.62 | 1,007,118 | -2.44 | |||
| 2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 29,071 | 6.41 | 5,964 | -1.71 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 893,382 | 4,132.83 | 183,295 | 3,809.88 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 140,415 | 20.62 | 29,838 | 8.61 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 181,847 | 5.34 | 37,310 | -2.70 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Put | 4,125,900 | 40.96 | 846,511 | 30.20 | |||
| 2025-08-14 | 13F/A | 哈钦森财务顾问公司 | 12,699 | 2,605 | ||||||
| 2025-06-26 | NP | SJCAX - Steward 大盘核心基金 A 类 | 37,000 | 15.62 | 7,862 | 4.10 | ||||
| 2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 7,187 | 192.04 | 1,475 | 169.96 | ||||
| 2025-08-14 | 13F | TT资本管理有限公司 | 4,630 | 939 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 1,298,321 | 1.70 | 266,377 | -6.07 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 374,749 | 27.68 | 79,634 | 14.97 | ||||
| 2025-07-29 | 13F | 斯托达尔资本管理公司 | 4,887 | 2.62 | 1,003 | -5.20 | ||||
| 2025-07-29 | 13F | 约翰·G·厄尔曼联合公司 | 17,183 | 3.62 | 3,525 | -4.29 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 35,656 | 9.37 | 7,316 | 1.02 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | Put | 2,000 | 8 | |||||
| 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 | 1,029,084 | 7.39 | 218,680 | -3.30 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 929,883 | 0.32 | 190,784 | -7.33 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 352,169 | 4.71 | 72,255 | -3.28 | ||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 44,653 | 1.83 | 9,161 | -5.94 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 68,391 | 7.65 | 14,032 | -0.57 | ||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 111,335 | 2.75 | 22,843 | -5.09 | ||||
| 2025-08-28 | 13F | 斯塔克财富管理有限责任公司 | 3,943 | 809 | ||||||
| 2025-08-12 | 13F | 埃尔德里奇投资顾问公司 | 24,528 | 3.99 | 5,032 | -3.95 | ||||
| 2025-08-12 | 13F | 格雷厄姆资本财富管理有限公司 | 3,718 | 12.29 | 763 | 3.67 | ||||
| 2025-08-13 | 13F | 迪克森·米切尔投资顾问公司 | 123,468 | 3.44 | 25,379 | -4.47 | ||||
| 2025-07-25 | 13F | 夏普金融服务有限公司 | 5,541 | 17.05 | 1,137 | 8.09 | ||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 20,321 | 0.05 | 4,169 | -7.58 | ||||
| 2025-08-11 | 13F | 斯莱格金融有限责任公司 | 53,804 | 10.03 | 11,039 | 1.63 | ||||
| 2025-08-13 | 13F | Fairtree 资产管理（私人）有限公司 | 14,378 | 37.88 | 2,950 | 27.33 | ||||
| 2025-08-11 | 13F | 贝塔财富集团有限公司 | 21,876 | 12.17 | 4,488 | 3.63 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 6,126,289 | 0.14 | 1,256,931 | -7.51 | ||||
| 2025-06-24 | NP | QLV - FlexShares 美国质量低波动指数基金 | 28,160 | 1.13 | 5,984 | -8.93 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 28,070 | 1.50 | 5,759 | -6.25 | ||||
| 2025-07-30 | 13F | 会员信托公司 | 118,212 | 10.84 | 24,254 | 2.38 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 229,806 | 0.89 | 47,149 | -6.81 | ||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 39,967 | 1.00 | 8,200 | -6.70 | ||||
| 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 | 27,852,278 | 0.03 | 5,594,130 | -16.93 | ||||
| 2025-07-15 | 13F | Ccm 投资顾问有限公司 | 126,092 | 0.74 | 25,870 | -6.95 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 296,123 | 26.38 | 68,005 | 37.42 | ||||
| 2025-07-14 | 13F | 凯普斯通财富管理有限公司 | 8,495 | 0.04 | 1,743 | -7.64 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 62,950 | 0.23 | 13,220 | -5.24 | ||||
| 2025-08-06 | 13F | 易普森顾问集团有限责任公司 | 10,693 | 61.04 | 2,194 | 48.78 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 148,848 | 2.50 | 31,630 | -7.70 | ||||
| 2025-08-01 | 13F | Pavion Blue 资本有限责任公司 | 10,292 | 0.04 | 2,112 | -7.61 | ||||
| 2025-07-08 | 13F | Ptm财富管理有限责任公司 | 11,887 | 23.63 | 2,538 | 53.17 | ||||
| 2025-07-22 | 13F | 高威投资管理有限公司 | 12,386 | 3.03 | 2,541 | -4.83 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 12,121 | 15.47 | 2,435 | -4.10 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,515 | 16.49 | 1,092 | 18.72 | ||||
| 2025-08-19 | 13F | 斯洛克姆戈登律师事务所 | 6,448 | 3.20 | 1,323 | -4.69 | ||||
| 2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 84,947 | 40.38 | 17,758 | 17.19 | ||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 141,071 | 0.87 | 28,944 | -6.84 | ||||
| 2025-08-06 | 13F | Spurstone 咨询服务有限公司 | 5,551 | 7.06 | 1,139 | -1.13 | ||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | Put | 1,498 | -7.65 | |||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 2,236 | 7.86 | 475 | -2.86 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 400,738 | 5.24 | 82,219 | -2.79 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 71,714 | 17.94 | 14,714 | 8.93 | ||||
| 2025-07-14 | 13F | 纳鲁斯金融合作伙伴有限责任公司 | 18,599 | 5.22 | 3,816 | -2.83 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 156,653 | 2.43 | 32,140 | -5.39 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 432,458 | 1.93 | 88,740 | -5.85 | ||||
| 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 | 521 | 3.58 | 107 | -4.50 | ||||
| 2025-07-30 | 13F | 太平洋太阳金融公司 | 47,587 | 3.37 | 9,763 | -4.53 | ||||
| 2025-05-08 | 13F | 美国财务顾问有限公司 | 38,873 | 176.56 | 8,635 | 145.35 | ||||
| 2025-07-10 | 13F | 夏基、豪斯和贾弗 | 4,838 | 0.02 | 993 | -7.64 | ||||
| 2025-05-20 | 13F | 蓝岩财富管理有限公司 | 15,344 | 84.00 | 3,408 | 63.22 | ||||
| 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 | 6,472,728 | 0.50 | 1,300,047 | -16.53 | ||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 51,025 | 2.83 | 10,469 | -5.03 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 38,328 | 0.84 | 7,864 | -6.86 | ||||
| 2025-07-25 | 13F | MOKAN 财富管理有限公司 | 28,210 | 2.54 | 5,789 | -5.30 | ||||
| 2025-08-04 | 13F | 联合银行 | 3,324,984 | 3.27 | 682 | -4.62 | ||||
| 2025-07-17 | 13F | 瓦格纳财富管理有限公司 | 26,944 | 4.82 | 5,528 | -3.17 | ||||
| 2025-07-31 | 13F | 顶峰财富管理集团有限公司 | 12,322 | 2,528 | ||||||
| 2025-07-18 | 13F | 黄金投资管理有限公司 | 4,795 | 0.08 | 994 | -6.67 | ||||
| 2025-07-09 | 13F | 渠道财富有限公司 | 57,175 | 1.46 | 11,731 | -6.29 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,277 | 20.58 | 9,621 | 8.58 | ||||
| 2025-07-28 | 13F | Verisail 合作伙伴有限责任公司 | 3,180 | 15.64 | 652 | 6.89 | ||||
| 2025-07-14 | 13F | 星期五财经 | 18,303 | 8.29 | 3,755 | -0.77 | ||||
| 2025-07-11 | 13F | Mallini 完整财务规划有限责任公司 | 617 | -6.81 | ||||||
| 2025-08-11 | 13F | 布朗财富管理有限公司 | 13,107 | 10.09 | 2,689 | 1.70 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 258,468 | 1.43 | 53,030 | -6.32 | ||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | Call | 43,000 | 8,822 | |||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 241,294 | 3.09 | 49,506 | -4.78 | ||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 216,423 | 14.56 | 44,404 | 108,200.00 | ||||
| 2025-08-13 | 13F | KDK 私人财富管理有限公司 | 8,841 | 7.73 | 1,814 | -0.55 | ||||
| 2025-07-15 | 13F | 高地财务顾问有限责任公司 | 6,421 | 1.58 | 1,317 | -6.20 | ||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 61,768 | 13.35 | 12,406 | -5.86 | ||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 12,154 | 28.44 | 2,494 | 18.60 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 120,280,483 | 799.64 | 24,677,947 | 730.95 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 169,000 | 34,674 | |||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 185,072 | 6.66 | 38,462 | 16.40 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 13,772 | 101.49 | 2,826 | 86.10 | ||||
| 2025-07-22 | 13F | 一财富管理投资与咨询服务有限责任公司 | 48,313 | 13.33 | 9,912 | 4.68 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 48,700 | 72.08 | 9,992 | 58.94 | |||
| 2025-07-14 | 13F | 帕拉西奥斯财富管理有限责任公司 | 28,646 | 127.53 | 5,877 | 110.19 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,011,769 | 23.45 | 412,882 | 16.32 | ||||
| 2025-08-11 | 13F | 文艺复兴集团有限公司 | 189,430 | 0.75 | 38,865 | -6.94 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 12,855,264 | 1.72 | 2,637,515 | -6.05 | ||||
| 2025-07-29 | 13F | 罗杰斯联合有限公司 | 6,682 | 4.18 | 1,371 | -3.72 | ||||
| 2025-08-14 | 13F | 维度资本管理有限公司 | 21,908 | 0.86 | 4,495 | -6.84 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 53,968 | 5.16 | 11,073 | -2.87 | ||||
| 2025-08-13 | 13F | 奥夫曼联合公司 | 9,805 | 34.26 | 2,012 | 23.98 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 54,222 | 0.41 | 11,125 | -7.26 | ||||
| 2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 988,990 | 43.14 | 198,639 | 18.88 | ||||
| 2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 40,418 | 99.69 | 8,118 | 65.86 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 65,922 | 323.26 | 14 | 333.33 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 50,752 | 33.11 | 10,194 | 10.55 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,813,314 | 20.54 | 2,774,404 | 0.11 | ||||
| 2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | Put | 11,900 | 2,442 | |||||
| 2025-08-01 | 13F/A | GGM财务有限责任公司 | 7,402 | 0.08 | 1,519 | -7.55 | ||||
| 2025-07-14 | 13F | Kfg 财富管理有限公司 | 27,774 | 32.85 | 5,698 | 22.70 | ||||
| 2025-07-09 | 13F | 堡垒资本公司 | 2,443 | 501 | ||||||
| 2025-07-30 | 13F | Chokshi & Queen 财富顾问公司 | 93,811 | 4.35 | 19,247 | -3.62 | ||||
| 2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 62,956 | 6.01 | 12,917 | -2.08 | ||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 369,728 | 72.13 | 75,857 | 58.99 | ||||
| 2025-08-28 | NP | WBIL - WBI BullBear Quality 3000 ETF | 4,284 | 19.07 | 879 | 9.89 | ||||
| 2025-07-25 | 13F | 天秤座财富有限公司 | 39,140 | 56.06 | 7,823 | 40.42 | ||||
| 2025-05-07 | 13F | 频谱财富顾问有限责任公司 | 120,395 | 17.58 | 26,743 | 4.29 | ||||
| 2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 299,807 | 4.33 | 70,754 | 10.87 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 36,498 | 1.58 | 7,488 | -6.18 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 180,826 | 6.01 | 37,100 | -2.08 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 15,652 | 36.31 | 3,211 | 28.34 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | Put | 1,026 | ||||||
| 2025-07-16 | 13F | GoalFusion 财富管理有限责任公司 | 5,736 | 1,177 | ||||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 128,577 | 0.01 | 26,380 | -7.62 | ||||
| 2025-08-12 | 13F | 马丁沃利集团 | 5,444 | 7.74 | 1,117 | -0.53 | ||||
| 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 | 21,583,602 | 7.99 | 4,335,066 | -10.31 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 2,201 | 3.67 | 452 | -4.25 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | Call | 65 | 0 | |||||
| 2025-07-31 | 13F | PKO投资管理股份公司 | 223,000 | 48.67 | 45,753 | 37.32 | ||||
| 2025-07-22 | 13F | FFG 合作伙伴有限责任公司 | 4,054 | 0.07 | 832 | -7.56 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 13,939,399 | 1.66 | 2,962,122 | -8.46 | ||||
| 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 | 1,825,948 | 3.63 | 366,742 | -13.94 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 1,137,516 | 1.41 | 233,384 | -6.34 | ||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 77,456 | 109.23 | 15,892 | 93.25 | ||||
| 2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 14,673 | 39.64 | 3,010 | 28.96 | ||||
| 2025-07-07 | 13F | 佛得资本管理公司 | 6,838 | 2.66 | 1,403 | -5.21 | ||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 86,117 | 4.58 | 17,669 | -3.41 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 25,204 | 2.94 | 5,171 | -4.91 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 55,751,299 | 7.19 | 11,438,494 | -1.00 | ||||
| 2025-07-21 | 13F | 华盛顿增长战略有限责任公司 | 2,800 | 1 | ||||||
| 2025-07-22 | 13F | 蓝色广场资产管理有限公司 | 23,726 | 3.89 | 4,868 | -4.06 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 3,245,331 | 0.88 | 665,845 | -6.83 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | Call | 13,220 | 13.45 | 8,264 | 874.53 | |||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 22,268,852 | 3.35 | 4,453,325 | -5.75 | ||||
| 2025-08-07 | 13F | 49 财富管理有限责任公司 | 258,377 | 838.63 | 16,631 | 172.02 | ||||
| 2025-08-13 | 13F | 萨瓦德尔银行 | 22,850 | 0.45 | 5 | -20.00 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 178,098 | 36,540 | ||||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 105,577 | 1.81 | 22,599 | 9.10 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 240,019 | 15.91 | 51,004 | 4.37 | ||||
| 2025-07-16 | 13F | 领先的财务规划有限责任公司 | 2,966 | 6.73 | 608 | -1.46 | ||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 15,732 | 34.43 | 3,228 | 24.16 | ||||
| 2025-07-23 | 13F | Evexia 财富有限公司 | 48,185 | 3.29 | 10,176 | 9.69 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 112,980 | 15.38 | 23,180 | 6.57 | ||||
| 2025-08-14 | 13F | 弗里施金融集团公司 | 73,515 | 0.13 | 15 | -6.25 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 180,955 | 4.22 | 37 | -2.63 | ||||
| 2025-08-13 | 13F | 贝尔资产管理有限公司 | 93,859 | 18.24 | 19,257 | 9.21 | ||||
| 2025-07-31 | 13F | 传家宝财富管理 | 45,500 | 0.18 | 9,335 | -7.46 | ||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 20,728 | 1.14 | 4,604 | -10.29 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 30,776 | 3.69 | 6,314 | -4.22 | ||||
| 2025-06-25 | NP | WWICX - Westwood 收入机会基金 C 类股票 | 18,240 | 30.20 | 3,876 | 17.24 | ||||
| 2025-06-25 | NP | EGOAX - 富国银行大盘核心基金 A 类 | 110,038 | 0.82 | 23,383 | -9.21 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 786,700 | 29.58 | 161,407 | 19.69 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 510,400 | 33.51 | 104,719 | 23.31 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 11,628,103 | 8.40 | 2,385,738 | 0.12 | ||||
| 2025-08-12 | 13F | 马克西投资CY有限公司 | 48,051 | 19.53 | 10 | 12.50 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 47,662 | 5.31 | 9,779 | -2.74 | ||||
| 2025-08-05 | 13F | 普安特资本管理有限公司 | 22,475 | 43.43 | 4,611 | 32.50 | ||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 228,584 | 0.81 | 46,899 | -6.89 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 3,233 | 5.86 | 663 | -2.21 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 6,272 | 77.03 | 1,287 | 63.41 | ||||
| 2025-08-05 | 13F | X-Square 资本有限责任公司 | 11,771 | 1.90 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 2,204,347 | 1.88 | 452,266 | -5.90 | ||||
| 2025-08-14 | 13F | 德美银行 | 186,870 | 0.17 | 38,340 | -7.48 | ||||
| 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 | 11,436 | 1,129.68 | 2,540 | 994.83 | ||||
| 2025-07-31 | 13F | Mycio 财富合作伙伴有限公司 | 61,996 | 1.89 | 12,720 | -5.89 | ||||
| 2025-04-25 | NP | SRGAX - 斯金格成长基金 A 类股票 | 927 | 224 | ||||||
| 2025-06-05 | NP | GTTMX - 定量美国总市场股票投资组合 | Short | -580 | -123 | |||||
| 2025-05-23 | NP | FFTYX - AB FlexFee 美国主题投资组合顾问课程 | 6,287 | 1,397 | ||||||
| 2025-08-06 | 13F | 马斯卡尼财富管理有限公司 | 20,446 | 0.85 | 4,195 | -6.86 | ||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 10,870 | 7.23 | 2,536 | 26.04 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 14,612 | 2,998 | ||||||
| 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 | 62,685 | 0.80 | 13,321 | -9.23 | ||||
| 2025-07-08 | 13F | 波斯顾问有限责任公司 | 6,567 | 13.56 | 1,347 | 4.91 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 15,228 | 509.12 | 3,124 | 462.88 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | Put | 90,000 | 18,465 | |||||
| 2025-07-23 | 13F | 湖滨资本集团有限公司 | 11,404 | 15.86 | 2,340 | 7.00 | ||||
| 2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 30,735 | 4.22 | 6,306 | -3.74 | ||||
| 2025-07-23 | 13F | 格柏有限公司 | 34,757 | 0.31 | 7,131 | -7.34 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 4,778 | 14.14 | 980 | 5.49 | ||||
| 2025-08-13 | 13F | 马丁公司 /tn/ | 38,689 | 0.26 | 7,938 | -7.40 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 175,283 | 2.66 | 35,963 | -5.17 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 55,842 | 0.13 | 11,457 | -7.51 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 19,641 | 33.35 | 4,030 | 23.17 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 2,882,400 | 345.92 | 591,382 | 311.87 | |||
| 2025-08-14 | 13F | 德肖公司 | 11,618,867 | 104.29 | 2,383,843 | 88.69 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 2,231,000 | 49.86 | 457,734 | 38.42 | |||
| 2025-07-28 | 13F | 埃塞克斯有限责任公司 | 35,383 | 17.24 | 7,259 | 8.29 | ||||
| 2025-07-28 | NP | TOWTX - Towpath 科技基金机构股份类别 | 1,390 | 20.87 | 279 | 0.36 | ||||
| 2025-08-06 | 13F | 西耶纳管理 | 417,772 | 7.36 | 78,256 | -6.86 | ||||
| 2025-07-16 | NP | CGNG - 资本集团新地理股票 ETF 份额类别 | 11,387 | 72.98 | 2,287 | 43.66 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 25,778 | 2.21 | 5,289 | -5.61 | ||||
| 2025-08-14 | 13F | 凯威资本管理（香港）有限公司 | Put | 82,000 | 16,824 | |||||
| 2025-05-30 | NP | Tidal Trust III - Unity Wealth Partners 动态资本增值及期权 ETF | 81 | 18 | ||||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 4,003,500 | 1.64 | 821,398 | -6.12 | ||||
| 2025-08-28 | NP | Roundhill ETF 信托 - Roundhill AAPL WeeklyPay ETF | 6,601 | 183.06 | 1,354 | 161.39 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 2,183,031 | 13,266.59 | 447,892 | 12,248.83 | ||||
| 2025-07-15 | 13F | 斯托克顿银行 | 41,793 | 0.60 | 8,575 | -7.08 | ||||
| 2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 42,510 | 0.53 | 8,722 | -7.14 | ||||
| 2025-08-08 | 13F | AJ 顾问有限责任公司 | 5,836 | 7.99 | 1,197 | -0.25 | ||||
| 2025-06-26 | NP | MSTMX - 晨星多部门债券基金 | 312 | 7.96 | 66 | -2.94 | ||||
| 2025-04-29 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,922 | 25.05 | 465 | 27.47 | ||||
| 2025-08-06 | 13F | 瓦尔丁森布鲁纳财务规划有限责任公司 | 17,659 | 15.80 | 3,623 | 6.97 | ||||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 69,854 | 0.63 | 14,332 | -7.06 | ||||
| 2025-07-25 | 13F | 阿尔法金融合作伙伴有限责任公司 | 6,110 | 9.28 | 1,254 | 0.97 | ||||
| 2025-07-23 | 13F | 克拉克与斯图尔特公司 | 9,580 | 9.85 | 1,966 | 1.45 | ||||
| 2025-07-21 | 13F | 塞奇沃斯信托公司 | 8,580 | 5.82 | 1,760 | -2.28 | ||||
| 2025-05-13 | 13F | 沃茨·格威廉有限公司 | 101,848 | 0.51 | 22,624 | -7.82 | ||||
| 2025-07-24 | 13F | 山脊财富规划有限责任公司 | 2,160 | 18.10 | 443 | 9.11 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 8,951,300 | 11.93 | 1,837 | 3.38 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 1,021,727 | 310.71 | 210 | 280.00 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 11,548,600 | 24.67 | 2,369 | 15.17 | |||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 535,107 | 2.70 | 109,788 | -5.14 | ||||
| 2025-07-23 | 13F | 新英格兰专业规划集团公司 | 5,080 | 0.02 | 1,042 | -7.62 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 236,640 | 16.91 | 47,529 | -2.90 | ||||
| 2025-05-13 | 13F | CacheTech 公司 | 15,716 | 17.33 | 2,953 | -11.93 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 3,412 | 700 | ||||||
| 2025-08-15 | NP | USMC - 主要美国巨型股多因素指数 ETF | 931,041 | 15.60 | 191,022 | 6.78 | ||||
| 2025-07-15 | 13F | 家庭财富合作伙伴有限公司 | 1,572 | 0.06 | 323 | -7.47 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 376,641 | 2.34 | 77,275 | -5.47 | ||||
| 2025-08-12 | 13F | 圣尼古拉斯私人资产管理公司 | 56,272 | 0.32 | 11,545 | -7.34 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 1,622,067 | 0.01 | 332,799 | -7.63 | ||||
| 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 | 6,864,415 | 0.72 | 1,458,688 | -9.31 | ||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 34,484 | 8,138 | ||||||
| 2025-07-15 | 13F | Postrock Partners 有限责任公司 | 143,584 | 0.00 | 29,459 | -7.63 | ||||
| 2025-07-29 | 13F | 约菲投资管理有限公司 | 6,212 | 0.02 | 1,275 | -7.61 | ||||
| 2025-07-22 | 13F | 资产规划服务公司 /la/ /adv | 1,410 | 0.07 | 0 | |||||
| 2025-04-25 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 4,683 | 1,133 | ||||||
| 2025-08-04 | 13F/A | 626 金融有限责任公司 | 52,363 | 0.69 | 10,743 | -7.00 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | Call | 1,800 | 100.00 | 369 | 85.43 | |||
| 2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | Put | 7,600 | 5.56 | 1,559 | -2.50 | |||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 860,225 | 8.34 | 176,492 | 0.07 | ||||
| 2025-08-15 | 13F | 尼库斯基金融公司 | 80,807 | 3.71 | 16,579 | -4.21 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 529,895 | 109 | ||||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | Put | 21,400 | 0.94 | 4,391 | -6.77 | |||
| 2025-07-22 | 13F | JSF 金融有限责任公司 | 86,206 | 0.74 | 17,687 | -6.95 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 136,905 | 1.24 | 29,092 | -8.84 | ||||
| 2025-08-14 | 13F | Impact Asset Management GmbH | 32,481 | 25.40 | 7,215 | 11.24 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 560 | 26.13 | 115 | 16.33 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 464,235 | 0.11 | 98,650 | -9.86 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 102,861 | 28.37 | 21,104 | 18.56 | ||||
| 2025-08-14 | 13F | 克拉夫资本合伙公司 | 110,358 | 2.63 | 23 | -99.91 | ||||
| 2025-07-29 | 13F | Clearview 财富顾问有限责任公司 | 5,575 | 1.57 | 1,144 | -6.23 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 97,915 | 20,807 | ||||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 133,497 | 12.46 | 27,390 | 3.87 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类 | 681,285 | 13.68 | 139,779 | 5.00 | ||||
| 2025-08-26 | NP | FRDAX - 富兰克林股息上涨基金顾问级 | 3,935,000 | 6.93 | 807,344 | -1.23 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 314,217 | 1.01 | 64,468 | -6.70 | ||||
| 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 | 189,521,760 | 0.11 | 38,065,445 | -16.86 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘核心股票投资组合 | 194,675 | 4.87 | 39,941 | -3.14 | ||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 20,642 | 1.13 | 4,386 | -8.95 | ||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 22,940 | 114.49 | 4,607 | 78.15 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 101,370 | 1.67 | 20,798 | -6.09 | ||||
| 2025-08-06 | 13F | DDFG 公司 | 24,170 | 0.23 | 4,959 | -7.41 | ||||
| 2025-08-04 | 13F | 背风金融合作伙伴有限责任公司 | 60,208 | 29.07 | 12,353 | 19.22 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 670,450 | 3.10 | 137,556 | -4.78 | ||||
| 2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 50,015 | 4.37 | 10,262 | -3.60 | ||||
| 2025-08-28 | NP | MAGS - Roundhill 大型科技 ETF Roundhill BIG 科技 ETF | 493,164 | 6.99 | 101,182 | -1.17 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 104,933 | 1.56 | 21,289 | -7.01 | ||||
| 2025-07-30 | NP | DRIPX - MP63 基金 | 2,415 | 27.98 | 485 | 6.36 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 105,600 | 4.13 | 24,251 | 13.22 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 1,128,300 | 57.91 | 231,493 | 45.86 | |||
| 2025-07-09 | 13F | 瑞典商业银行 (publ) | 170,715 | 39.12 | 35 | 29.63 | ||||
| 2025-08-11 | 13F | 斯普罗特公司 | 18,270 | 2.81 | 3,748 | -5.04 | ||||
| 2025-07-23 | 13F | 资产规划公司 | 6,058 | 0.02 | 1,243 | -7.66 | ||||
| 2025-07-23 | 13F | 马登证券公司 | 33,435 | 4.68 | 6,860 | -3.31 | ||||
| 2025-07-21 | 13F | 影响力投资者公司 | 7,998 | 0.55 | 1,641 | -7.08 | ||||
| 2025-08-25 | 13F | BLVD私人财富有限责任公司 | 5,400 | 1,108 | ||||||
| 2025-08-28 | 13F/A | 托尔森财富管理公司 | 7,694 | 0.31 | 1,579 | -7.34 | ||||
| 2025-08-14 | 13F | 戴蒙亚洲资本（新加坡）私人有限公司有限公司 | 5,386 | 1,105 | ||||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 246,036 | 5.25 | 50,479 | -2.79 | ||||
| 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 | 2,766,611 | 1.67 | 567,626 | -6.10 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 138,501 | 2.64 | 28,416 | -5.20 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 96,949 | 3.11 | 19,472 | -14.36 | ||||
| 2025-08-12 | 13F | Meridian 财富顾问有限责任公司 | 97,252 | 1.30 | 19,953 | -6.43 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 279,045 | 57.52 | 57,252 | 45.49 | ||||
| 2025-08-14 | 13F | 戴蒙亚洲资本（新加坡）私人有限公司有限公司 | Put | 15,000 | 3,078 | |||||
| 2025-05-07 | 13F | 霍兰资本顾问有限公司。 | 80,257 | 2.62 | 17,828 | -8.97 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 7,559,755 | 8.72 | 1,551 | 0.45 | ||||
| 2025-08-14 | 13F | J.高盛公司 | Call | 40,000 | 8,207 | |||||
| 2025-08-14 | 13F | J.高盛公司 | Put | 2,000 | 410 | |||||
| 2025-04-14 | 13F | 托特金融咨询公司 | Call | 22 | ||||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 33,991 | 1.09 | 6,974 | -6.64 | ||||
| 2025-08-14 | 13F | J.高盛公司 | 172,317 | 35,354 | ||||||
| 2025-08-07 | 13F | 涵盖更多资产管理 | 31,178 | 79.53 | 6,397 | 65.83 | ||||
| 2025-08-07 | 13F | 涵盖更多资产管理 | Call | 600 | 123 | |||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 1,908 | 55.50 | 391 | 43.75 | ||||
| 2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 12,069 | 15.06 | 2,565 | 3.60 | ||||
| 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 | 3,710,629 | 0.86 | 788,509 | -9.18 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 2,319 | 0.74 | 476 | -7.05 | ||||
| 2025-07-21 | 13F | 灰色私人财富有限责任公司 | 12,434 | 11.30 | 2,551 | 2.78 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 1,502,374 | 0.12 | 308,242 | -7.52 | ||||
| 2025-08-08 | 13F | Pinney & Scofield 公司 | 24,057 | 3.31 | 4,936 | -4.58 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 35,553 | 0.12 | 7,294 | -7.52 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 129,503 | 23.65 | 26,570 | 14.21 | ||||
| 2025-08-01 | 13F | 财富管理有限责任公司范式、策略 | 17,716 | 0.05 | 3,635 | -7.60 | ||||
| 2025-08-12 | 13F | Mustico金融集团有限公司 | 2,657 | 561 | ||||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 136,851 | 14.15 | 28,078 | 5.43 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 931,635 | 0.09 | 191,143 | -2.77 | ||||
| 2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 1,093,248 | 13.33 | 224,302 | 4.68 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 41,744 | 6.69 | 8,914 | 32.14 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 4,977,580 | 39.40 | 1,021,250 | 28.76 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 44,236 | 442.31 | 9,076 | 401.10 | ||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 101,564 | 13.90 | 20,838 | 5.20 | ||||
| 2025-08-04 | 13F | 吉姆·索尔尼尔有限公司 | 4,883 | 0.02 | 1,002 | -7.66 | ||||
| 2025-07-16 | 13F | Cadent 资本顾问有限公司 | Call | 3,283 | ||||||
| 2025-07-16 | 13F | 陶尔信托投资公司 | 72,188 | 1.75 | 14,811 | -1.76 | ||||
| 2025-07-16 | 13F | Cadent 资本顾问有限公司 | 35,949 | 1.58 | 7,376 | -6.18 | ||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 147,872,804 | 1.45 | 30,339,063 | -6.30 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 245,764 | 11.07 | 50,423 | -9.00 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 16,248 | 3,334 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 301,747 | 4.59 | 61,909 | -3.40 | ||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 7,975 | 1,636 | ||||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 48,711 | 0.92 | 9,994 | -7.22 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 183,691 | 0.21 | 37,682 | -7.46 | ||||
| 2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 14,494 | 2.01 | 2,974 | -5.77 | ||||
| 2025-07-15 | 13F | 频谱规划与咨询服务公司 | 4,543 | 41.09 | 932 | 30.35 | ||||
| 2025-08-14 | 13F | 萨瓦资本有限责任公司 | 74,151 | 73.44 | 15,214 | 42.11 | ||||
| 2025-07-18 | 13F | 艾利投资管理有限公司 | 135,301 | 0.22 | 27,760 | -7.43 | ||||
| 2025-08-12 | 13F | 桑德希尔资本合伙公司 | 48,563 | 0.49 | 9,964 | -7.18 | ||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 10,044 | 4.79 | 2,061 | -3.24 | ||||
| 2025-07-08 | 13F | FF 顾问有限责任公司 | 61,414 | 0.91 | 12,600 | 5.50 | ||||
| 2025-08-05 | 13F | 5T财富有限责任公司 | 6,961 | 11.48 | 1,428 | 3.03 | ||||
| 2025-08-15 | 13F | 海耶克卡伦投资管理公司 | 137,458 | 2.12 | 28 | -3.45 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | Call | 1,000 | 222 | |||||
| 2025-08-01 | 13F | 科拉多顾问有限公司 | 2,784 | 0.91 | 571 | -6.70 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 11,532,638 | 2.83 | 2,366 | -5.02 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 10,905,219 | 1.91 | 2,237,424 | -5.88 | ||||
| 2025-08-14 | 13F | 维也纳资产管理有限责任公司 | 17,070 | 12.96 | 3,502 | 4.35 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 695,218 | 4.85 | 142,638 | -3.16 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 1,642,222 | 2.00 | 336,935 | -5.79 | ||||
| 2025-08-12 | 13F | 维克曼投资顾问公司 | 26,669 | 3.91 | 5,472 | -4.02 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 12,970,326 | 7.17 | 2,756,194 | -3.50 | ||||
| 2025-08-05 | 13F | 斯奈德金融集团 | 44,826 | 0.91 | 9,197 | -6.80 | ||||
| 2025-07-31 | 13F | 蓝天资本顾问集团有限公司 | 34,040 | 3.74 | 6,984 | -4.18 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 1,201,432 | 3.33 | 241,621 | -4.63 | ||||
| 2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 5,087 | 14.96 | 1 | |||||
| 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 | 92,834 | 30.80 | 19,047 | 20.81 | ||||
| 2025-08-15 | 13F | 尤因莫里斯公司投资伙伴有限公司 | 1,833 | 23.85 | 376 | -20.51 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 4,130 | 26.73 | 847 | 17.15 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 352,999 | 10.69 | 72 | 2.86 | ||||
| 2025-07-30 | 13F | 自由一投资管理有限公司 | 25,915 | 6.21 | 5,317 | -1.90 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 90,805 | 0.40 | 18,630 | -7.26 | ||||
| 2025-08-06 | 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 | 91,374 | 2.83 | 18,747 | -5.02 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 8,344 | 18.19 | 1,712 | 8.02 | ||||
| 2025-07-25 | 13F | Kellett Schaffner 财富顾问有限责任公司 | 14,836 | 9.45 | 3,044 | 1.10 | ||||
| 2025-07-15 | 13F | 灯塔财务规划公司 | 5,643 | 7.65 | 1,158 | -0.60 | ||||
| 2025-08-11 | 13F | 阿斯彭投资管理公司 | 16,106 | 2.19 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | 迪梅奥施耐德有限公司 | 19,795 | 6.80 | 4,061 | -1.36 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 10,917,706 | 6.16 | 1,908,238 | -9.77 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 普通股投资组合初始类别 | 245,784 | 7.30 | 50,428 | -0.90 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 14,419 | 0.12 | 2,958 | -7.50 | ||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 1,978,658 | 0.13 | 405,961 | -7.52 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 355,616 | 3.39 | 72,962 | -4.51 | ||||
| 2025-08-13 | 13F | 法国集团 | 1,142,926 | 25.56 | 234,064 | 16.06 | ||||
| 2025-07-31 | 13F | Ssa瑞士顾问股份公司 | 19,083 | 5.41 | 4,071 | 1.14 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 3,422 | 1.72 | 702 | -6.02 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 95,148 | 7.86 | 19,522 | -0.37 | ||||
| 2025-06-25 | NP | HART - IQ 健康心脏 ETF | 2,016 | 0.25 | 428 | -9.70 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 344,998 | 3.75 | 73,312 | -6.58 | ||||
| 2025-08-29 | NP | JAFRX - 资本增值价值信托资产净值类别 | 31,175 | 3.05 | 6,396 | -4.82 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 1,048,467 | 4.50 | 215,114 | -3.48 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 186,967 | 9.11 | 37,552 | -9.38 | ||||
| 2025-08-15 | 13F | 苏达国家银行安全 | 44,701 | 0.05 | 9,171 | -7.59 | ||||
| 2025-07-22 | 13F | 哈贝尔·斯特里克兰财富管理有限责任公司 | 7,204 | 0.36 | 1,478 | -7.34 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | Put | 800 | 300.00 | 7 | 600.00 | |||
| 2025-08-14 | 13F | 以色列第一国际银行有限公司 | 6,911 | 1,418 | ||||||
| 2025-08-13 | 13F | RIA 咨询集团有限责任公司 | 21,295 | 18.93 | 4,369 | 9.86 | ||||
| 2025-08-12 | 13F | 巴恩斯·佩蒂财务顾问有限公司 | 7,061 | 1.09 | 1,449 | -6.64 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | Call | 100 | 1 | |||||
| 2025-08-07 | 13F | Clarity 财富顾问有限责任公司 | 136,741 | 0.32 | 28,055 | -7.34 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 217,571 | 173.47 | 44,639 | 152.60 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 32,258 | 6.93 | 6,618 | -9.28 | ||||
| 2025-07-25 | NP | LRGC - AB 美国大盘战略股票 ETF | 84,858 | 28.48 | 17,044 | 6.70 | ||||
| 2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 320,512 | 6.51 | 65,759 | -1.62 | ||||
| 2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 21,744 | 25.99 | 4,461 | 16.38 | ||||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | 4,579 | 36.56 | 939 | 26.21 | ||||
| 2025-08-12 | 13F | 统一资产管理有限责任公司 | 21,016 | 1.26 | 4,312 | 9.61 | ||||
| 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 | 26,777 | 1,136.81 | 5,948 | 997.23 | ||||
| 2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 64,160 | 0.75 | 13,164 | -6.94 | ||||
| 2025-08-29 | NP | HHCAX - Highland 多/空医疗保健基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 122,579 | 0.12 | 25 | -7.41 | ||||
| 2025-08-14 | 13F | 伯克利WR公司 | Put | 99,400 | 20,394 | |||||
| 2025-08-14 | 13F | 伯克利WR公司 | 99,400 | 20,394 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 6,170 | 1,266 | ||||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 919,932 | 26.36 | 188,742 | 16.71 | ||||
| 2025-07-22 | 13F/A | 红山金融有限责任公司 | 20,480 | 0.74 | 4,202 | -6.95 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 2,209,134 | 4.64 | 453,248 | -3.35 | ||||
| 2025-08-13 | 13F | 圆山资产管理公司 | 2,955 | 606 | ||||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 343,293 | 3.27 | 70,433 | -4.62 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 10,259,462 | 27.81 | 2,104,934 | 18.06 | ||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 31,244 | 6.61 | 6,422 | -1.52 | ||||
| 2025-06-30 | NP | SLWGX-慢速资本增长基金 | 9,912 | 9.38 | 2,106 | -1.50 | ||||
| 2025-08-14 | 13F | 詹德尔·杰弗里·L | 50,000 | 10,258 | ||||||
| 2025-07-24 | 13F | 汤普森投资管理公司 | 44,176 | 1.04 | 9,064 | -6.68 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 1,502,836 | 47.55 | 319,353 | 32.86 | ||||
| 2025-08-14 | 13F | Sirios 资本管理有限公司 | 11,932 | 12.42 | 2,448 | 3.86 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 69,147 | 136.82 | 14,187 | 118.75 | ||||
| 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 | 5,321,496 | 19.08 | 1,091,811 | 9.99 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 8,983,000 | 45.09 | 1,995,394 | 28.70 | ||||
| 2025-08-08 | 13F | 适应财富顾问有限责任公司 | 6,257 | 0.48 | 1,284 | -7.23 | ||||
| 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 | 885,000 | 60.62 | 188,062 | 44.62 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 608,612 | 10.18 | 124,869 | 1.77 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | Put | 500,000 | 17.65 | 111,065 | 4.36 | |||
| 2025-05-15 | 13F | AlphaQ 顾问有限责任公司 | 1,339 | 10.75 | 297 | -1.66 | ||||
| 2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 20,331 | 11.21 | 4,083 | -7.65 | ||||
| 2025-07-10 | 13F | Rfg 控股公司 | 12,847 | 18.88 | 2,636 | 9.70 | ||||
| 2025-07-21 | 13F | 交易所资本管理公司 | 35,149 | 10.74 | 7,212 | 2.28 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 158,274 | 0.96 | 32,473 | -6.75 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | Put | 4,700 | 135.00 | 15 | 100.00 | |||
| 2025-08-14 | 13F | 富国银行/百万 | 57,763,731 | 0.56 | 11,851,385 | -7.12 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | Put | 78,400 | 0.13 | 16,085 | -7.51 | |||
| 2025-07-24 | 13F | 哥伦比亚咨询合作伙伴有限公司 | 5,800 | 7.73 | 1,190 | -0.50 | ||||
| 2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 28,900 | 136.73 | 5,929 | 118.70 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | Call | 31,000 | 265 | |||||
| 2025-08-28 | NP | XNTK - SPDR(R) 纽约证券交易所科技 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 | 116,330 | 9.66 | 23,867 | 1.29 | ||||
| 2025-07-15 | 13F | 波士顿卓越财富有限责任公司 | 33,017 | 19.65 | 6,774 | 10.52 | ||||
| 2025-08-22 | 13F | 卡特金融集团有限公司 | 25,456 | 50.43 | 5,223 | 76.72 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 83,461 | 22.11 | 17,124 | 12.25 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 271,983 | 0.12 | 55,803 | -7.53 | ||||
| 2025-08-12 | 13F | 登陆点金融集团有限责任公司 | 37,871 | 0.26 | 7,770 | -7.40 | ||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 246,287 | 14.35 | 50,531 | 5.62 | ||||
| 2025-07-23 | 13F | 普拉萨德财富合伙人有限责任公司 | 9,693 | 3.49 | 1,989 | -4.42 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 292,012 | 71.37 | 59,912 | 58.29 | ||||
| 2025-08-27 | NP | ACUSX - Advisors Capital 美国股息基金 | 46,000 | 17.05 | 9,438 | 8.11 | ||||
| 2025-08-04 | 13F | 巴克海特资本管理有限公司 | 56,881 | 0.11 | 11,670 | -7.53 | ||||
| 2025-08-12 | 13F | 普罗维登斯财富顾问有限责任公司 | 47,160 | 8.20 | 10,367 | 7.19 | ||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 96,300 | 2.14 | 19,758 | -5.65 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 792,874 | 22.44 | 162,674 | 13.09 | ||||
| 2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 45,787 | 1.62 | 9,394 | -6.14 | ||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 10,527 | 2,237 | ||||||
| 2025-08-14 | 13F | 纪律成长投资者公司 /百万 | 2,312 | 73.57 | 474 | 60.68 | ||||
| 2025-07-11 | 13F | 先锋财富管理集团 | 1,539 | 316 | ||||||
| 2025-08-14 | 13F | Rmsincerbeaux 资本管理有限公司 | 1,414 | 16.47 | 290 | 7.81 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 473,126 | 7.73 | 97,071 | -0.50 | ||||
| 2025-08-12 | 13F | 希尔投资集团合作伙伴有限责任公司 | 6,803 | 6.68 | 1,396 | -1.48 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 1,645,900 | 57.73 | 337,689 | 45.69 | |||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 54,137 | 13.46 | 11,107 | 4.80 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 86,589 | 0.07 | 17,766 | -7.57 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 2,267,800 | 31.46 | 465,285 | 21.42 | |||
| 2025-08-06 | 13F | 马尔廷财富管理公司 | 6,255 | 0.16 | 1,283 | -7.50 | ||||
| 2025-08-14 | 13F | 索拉投资者有限公司 | 17,717 | 3,635 | ||||||
| 2025-08-15 | 13F | Cornerstone Financial Group, LLC /NE/ | 2,830 | 0.04 | 581 | -2.68 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 57,874 | 1.87 | 11,874 | -5.90 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 43,875 | 0.11 | 9,003 | -7.54 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 881,294 | 1.37 | 180,815 | -6.37 | ||||
| 2025-05-01 | 13F | 莱恩与合伙人有限责任公司 | 16,836 | 1.00 | 3,740 | -4.96 | ||||
| 2025-07-22 | 13F | 杰默资产管理有限公司 | 56,132 | 7.71 | 11,517 | -0.51 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 1,313,464 | 6.88 | 269,483 | -1.28 | ||||
| 2025-08-14 | 13F | 梅诺拉·米夫塔希姆控股有限公司 | 4,782,203 | 0.13 | 981,165 | -7.52 | ||||
| 2025-07-15 | 13F | 霍尔·劳里·J 受托人 | 59,838 | 0.44 | 12,277 | -7.22 | ||||
| 2025-08-12 | 13F | RD Lewis 控股公司 | 16,520 | 4.40 | 3,635 | 11.85 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 2,310,366 | 0.70 | 474 | -6.88 | ||||
| 2025-07-08 | 13F | 亨里克森·诺塔财富顾问公司 | 4,589 | 9.94 | 942 | 18.51 | ||||
| 2025-07-29 | 13F | 纬度顾问有限责任公司 | 11,708 | 2.96 | 2,402 | -4.87 | ||||
| 2025-08-26 | NP | QLMLOX - ClearBridge 可变大盘增长投资组合 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 | 134,371 | 12.01 | 27,569 | 3.46 | ||||
| 2025-07-29 | 13F | 帕台农神庙有限公司 | 132,075 | 0.48 | 27,098 | -7.20 | ||||
| 2025-07-16 | 13F | MBE 财富管理有限责任公司 | 5,851 | 4.35 | 1,200 | -3.61 | ||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 192,943 | 33.81 | 39,586 | 23.60 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 12,932 | 6.31 | 2,653 | -1.78 | ||||
| 2025-08-12 | 13F | 科瓦有限公司 | 37,433 | 4.50 | 7,688 | -35.98 | ||||
| 2025-07-07 | 13F | 投资者研究公司 | 18,827 | 4.36 | 3,863 | -3.62 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | Call | 993 | 353 | |||||
| 2025-06-25 | NP | IWFG - IQ Winslow 重点关注大盘成长 ETF | 2,274 | 9.01 | 483 | -1.83 | ||||
| 2025-08-11 | 13F | 麦克多诺资本管理公司 | 331,764 | 332.49 | 16,286 | -4.42 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 257,862 | 7.11 | 52,906 | -1.07 | ||||
| 2025-07-14 | 13F | Lee-Kelleher财富管理 | 1,824 | 41.95 | 374 | 31.23 | ||||
| 2025-07-21 | 13F | 平资本管理有限公司 | Call | 217,600 | 177.91 | 44,645 | 156.69 | |||
| 2025-07-29 | 13F | 伯福德兄弟公司 | 72,133 | 0.15 | 14,799 | -7.49 | ||||
| 2025-07-24 | 13F | 支付宝证券公司 | 253 | 11.45 | 52 | 2.00 | ||||
| 2025-07-25 | 13F | 缪菲尔德财富顾问有限公司 | 14,143 | 0.61 | 2,902 | -7.08 | ||||
| 2025-07-22 | 13F | 阿尔塔财富顾问有限责任公司 | 35,275 | 1.38 | 7,237 | -6.35 | ||||
| 2025-08-08 | 13F | 第一西部信托银行 | 115,690 | 3.20 | 23,736 | -4.68 | ||||
| 2025-07-25 | 13F | 钢铁金融有限责任公司 | 64,872 | 0.30 | 13,310 | -7.36 | ||||
| 2025-08-08 | 13F | 咨询资源组 | 25,425 | 2.25 | 5,216 | -5.56 | ||||
| 2025-08-13 | 13F | 平衡财富有限责任公司 | 6,026 | 0.70 | 1,236 | -7.00 | ||||
| 2025-08-14 | 13F | Tandem Financial 有限责任公司 | 8,378 | 0.25 | 1,719 | -7.44 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 13,668 | 2,804 | ||||||
| 2025-07-09 | 13F | 捷克国家银行 | 3,650,810 | 5.81 | 749,037 | -2.27 | ||||
| 2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 106,293 | 1.19 | 23,611 | -10.25 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 988,280 | 5.58 | 198,496 | -12.32 | ||||
| 2025-08-12 | 13F | 守望者集团公司 | 2,424 | 1.55 | 497 | -6.23 | ||||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 36,759 | 3.14 | 8,431 | 18.93 | ||||
| 2025-07-21 | 13F | 平资本管理有限公司 | 17,100 | 3,508 | ||||||
| 2025-07-08 | 13F | IAM 咨询有限责任公司 | 22,934 | 0.31 | 4,705 | -7.35 | ||||
| 2025-07-25 | 13F | 亚格财富策略有限公司 | 37,692 | 10.16 | 7,733 | 1.75 | ||||
| 2025-07-25 | 13F | M3 咨询集团有限责任公司 | 16,648 | 5.34 | 3,416 | -2.71 | ||||
| 2025-07-14 | 13F | 蓝天财富顾问有限责任公司 | 9,035 | 5.25 | 1,854 | -2.78 | ||||
| 2025-08-06 | 13F | 聪明货币集团有限责任公司 | 9,946 | 9.65 | 2,041 | 1.29 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 成长型投资组合 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 | 647,883 | 2.52 | 132,926 | -5.31 | ||||
| 2025-07-11 | 13F | 马修戈夫投资顾问有限责任公司 | 7,010 | 13.14 | 1,438 | 4.51 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 6,516,710 | 0.52 | 1,337,033 | -7.16 | ||||
| 2025-07-10 | 13F | 沃伊萨德资产管理集团有限公司 | 9,403 | 6.15 | 1,929 | -1.93 | ||||
| 2025-07-22 | 13F | MBL 财富有限责任公司 | Put | 1,005 | 44.60 | |||||
| 2025-07-22 | 13F | MBL 财富有限责任公司 | 90,004 | 0.01 | 18,466 | -7.63 | ||||
| 2025-08-25 | NP | LRGE - ClearBridge 大盘成长 ESG ETF This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 100,118 | 15.19 | 20,541 | 6.39 | ||||
| 2025-07-18 | 13F | Rolek财富管理有限公司 | 2,898 | 2.84 | 595 | 4.39 | ||||
| 2025-07-18 | 13F | 黄水晶资本有限公司 | 3,260 | 1.94 | 669 | -5.92 | ||||
| 2025-07-25 | 13F | 乌迪内财富管理有限公司 | 69,214 | 2.71 | 14,201 | -5.14 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 122,069 | 22.44 | 25,045 | 13.09 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 8,850,687 | 3.53 | 1,808,019 | -4.46 | ||||
| 2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 15,709 | 2.13 | 3,223 | -5.68 | ||||
| 2025-08-01 | 13F | 财富观察顾问公司 | 8,723 | 167.33 | 1,232 | 70.17 | ||||
| 2025-08-04 | 13F | 精英生活管理有限责任公司 | 6,212 | 6.10 | 1,275 | -2.00 | ||||
| 2025-08-08 | 13F | 欧米茄金融集团有限责任公司 | 9,657 | 25.01 | 1,981 | 15.51 | ||||
| 2025-08-08 | 13F | 欧米茄金融集团有限责任公司 | Call | 900 | 185 | |||||
| 2025-07-25 | 13F | 麦克纳马拉金融服务公司 | 6,004 | 0.03 | 1,232 | -7.65 | ||||
| 2025-08-14 | 13F | 投资公司 | 553,357 | 3.38 | 113,532 | -4.52 | ||||
| 2025-06-23 | NP | IYW - iShares 美国科技 ETF | 13,670,949 | 3.43 | 2,905,077 | -6.87 | ||||
| 2025-04-29 | 13F | 佩森公司 | 1,782,169 | 0.44 | 395,873 | -10.90 | ||||
| 2025-08-07 | 13F | BHK 投资顾问有限公司 | 23,522 | 0.30 | 4,826 | -7.37 | ||||
| 2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 1,367,108 | 0.33 | 290,510 | -9.66 | ||||
| 2025-07-02 | 13F | 麦卡利斯特·斯威特联合公司 | 38,127 | 26.95 | 7,823 | 17.25 | ||||
| 2025-07-16 | 13F | RWM 资产管理有限公司 | 78,984 | 10.49 | 16,205 | 2.05 | ||||
| 2025-07-08 | 13F | Heartwood 财富顾问有限责任公司 | 20,724 | 1.70 | 4,252 | -6.08 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 95,168 | 0.86 | 19,526 | -1.53 | ||||
| 2025-07-14 | 13F | 扎根财富顾问公司 | 15,160 | 12.42 | 3,201 | 26.02 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 40,146 | 2.25 | 8,237 | -5.56 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 52,741 | 2.17 | 10,821 | -5.63 | ||||
| 2025-07-24 | 13F | SLT控股有限公司 | 39,208 | 2.02 | 8,044 | -5.76 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 453 | 91 | ||||||
| 2025-08-27 | NP | USBOX - 梨树质量基金普通股 | 83,676 | 9.53 | 17,168 | 1.17 | ||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 67,188 | 16.50 | 13,785 | 7.60 | ||||
| 2025-08-19 | 13F | 西姆有限责任公司 | 77,258 | 0.06 | 15,851 | -7.57 | ||||
| 2025-08-06 | 13F | 可持续洞察资本管理有限责任公司 | 83,698 | 20.99 | 17,172 | 11.75 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 165,382 | 1.26 | 33,931 | -6.47 | ||||
| 2025-08-12 | 13F | Guerra 顾问公司 | 22,948 | 21.35 | 4,708 | 12.10 | ||||
| 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 | 648,181 | 5.68 | 137,738 | -4.85 | ||||
| 2025-08-22 | NP | FTRNX - 富达趋势基金 | 1,316,676 | 4.79 | 270,142 | -3.21 | ||||
| 2025-07-29 | 13F | Arcus 资本合伙人有限责任公司 | 16,672 | 10.51 | 3,421 | 2.06 | ||||
| 2025-07-02 | 13F | 迈克尔·S·瑞安公司 | 4,745 | 0.55 | 974 | -7.16 | ||||
| 2025-07-30 | 13F | 梅森与合伙人有限责任公司 | 7,392 | 0.08 | 1,517 | -7.56 | ||||
| 2025-08-14 | 13F | 指南针财富管理有限责任公司/GA | 3,411 | 700 | ||||||
| 2025-08-06 | 13F | 埃布尔财富管理有限责任公司 | 12,755 | 6.91 | 2,617 | -1.28 | ||||
| 2025-08-12 | 13F | 泰仁资本有限公司 | 93,400 | 6.26 | 19,163 | -1.86 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 15,985,339 | 5.00 | 3,197,627 | -4.69 | ||||
| 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 | 3,483,886 | 0.22 | 699,739 | -16.77 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 54,332 | 0.88 | 11,147 | -6.82 | ||||
| 2025-08-14 | 13F | 凯鲁斯投资顾问有限责任公司 | 15,750 | 0.38 | 3,231 | -7.29 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 413,721 | 3.65 | 84,825 | -4.26 | ||||
| 2025-08-14 | 13F | NorthLanding 金融合作伙伴有限责任公司 | 2,126 | 0.09 | 436 | -7.43 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁牛顿科技增长投资组合服务类 | 140,668 | 3.63 | 28,861 | -4.28 | ||||
| 2025-08-12 | 13F | 马里波财富管理有限公司 | 15,939 | 36.93 | 3,271 | 26.54 | ||||
| 2025-08-14 | 13F | 长荣财富解决方案有限责任公司 | 23,819 | 7.36 | 4,887 | -0.83 | ||||
| 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 | 33,282,900 | 0.07 | 7,072,616 | -9.89 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 3,214,079 | 0.88 | 682,992 | -9.17 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 30,896 | 6.75 | 6,339 | -1.40 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 9,019 | 4.64 | 1,850 | -3.34 | ||||
| 2025-08-12 | 13F | 中心财富管理 | 66,344 | 3.07 | 15,216 | 6.42 | ||||
| 2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 28,613 | 1.72 | 5,871 | -6.05 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/MFS 技术组合 IB 级 | 298,231 | 10.06 | 61,188 | 1.66 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 382,156 | 4.30 | 81,208 | -6.08 | ||||
| 2025-04-11 | 13F | 永久资本管理有限公司 | 9,453 | 10.87 | 2,100 | -1.69 | ||||
| 2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 120,446 | 7.15 | 24,712 | -1.04 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 28,396,851 | 0.73 | 5,826,182 | -6.96 | ||||
| 2025-08-07 | 13F | 蒂尔曼·哈特利有限责任公司 | 4,702 | 11.50 | 965 | 2.99 | ||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 297,988 | 0.07 | 61 | -7.58 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 975,418 | 1.17 | 200,127 | -6.56 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 2,268,388 | 20.87 | 456,127 | 11.54 | ||||
| 2025-08-13 | 13F | 万斯财富公司 | 38,648 | 2.44 | 7,929 | -5.38 | ||||
| 2025-08-06 | 13F | Rps 咨询解决方案有限责任公司 | 120,306 | 5.15 | 24,683 | -2.88 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 3,545 | 15.62 | 753 | 4.15 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 361,224 | 12.28 | 74,112 | 3.71 | ||||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 108,508 | 1.08 | 22,263 | -6.64 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 56,561 | 1.30 | 11,605 | -6.43 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 727,685 | 3.01 | 149,299 | -4.86 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 299,827 | 0.20 | 61,516 | -7.45 | ||||
| 2025-07-24 | 13F | 第一信托投资顾问公司 | 8,465 | 48.12 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 几何财富顾问 | 17,780 | 0.33 | 3,648 | -7.34 | ||||
| 2025-06-26 | NP | JHAC - 约翰汉考克基本全盘核心 ETF | 817 | 4.08 | 174 | -6.49 | ||||
| 2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 13,114 | 6.28 | 2,691 | -1.82 | ||||
| 2025-08-01 | 13F | 整体投资顾问公司 | 43,214 | 3.48 | 8,866 | -4.42 | ||||
| 2025-08-14 | 13F | 森蒂努斯有限责任公司 | 27,905 | 2.03 | 5,725 | -5.76 | ||||
| 2025-07-23 | 13F | 海山金融集团公司 | 65,980 | 18.41 | 13,537 | 9.37 | ||||
| 2025-07-02 | 13F | SR 席尔建筑事务所 | 1,047 | 215 | ||||||
| 2025-08-12 | 13F | Agp Franklin 有限责任公司 | 20,425 | 0.84 | 4,191 | 2.34 | ||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 5,652,125 | 12.97 | 1,135,229 | -6.18 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 445,653 | 10.58 | 91,435 | 2.14 | ||||
| 2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 3,299 | 9.06 | 701 | -1.68 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 71,539 | 56.83 | 15,020 | 48.23 | ||||
| 2025-08-12 | 13F | 汉诺威顾问公司 | 1,212 | 5.76 | 249 | -2.36 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 19,905 | 5.72 | 4,084 | -2.37 | ||||
| 2025-08-14 | 13F | 维斯塔资本合伙公司 | 45,938 | 23.45 | 9,425 | 14.04 | ||||
| 2025-04-22 | 13F | 沈氏金融集团 | 34,925 | 0.34 | 7,758 | -11.00 | ||||
| 2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 12,653 | 103.82 | 2,541 | 69.29 | ||||
| 2025-08-07 | 13F | 奥特曼顾问公司 | 35,128 | 3.10 | 7,300 | 0.83 | ||||
| 2025-08-26 | NP | BNGLX - 瑞银全球配置基金 A 类 | 9,101 | 25.55 | 1,867 | 15.96 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 1,092 | 33.66 | 258 | 39.67 | ||||
| 2025-07-14 | 13F | 拉弗勒尔和戈弗雷有限责任公司 | 222,002 | 0.97 | 45,548 | -6.74 | ||||
| 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 | 16,575,529 | 5.65 | 3,522,300 | -4.87 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 155,787 | 3.43 | 31,963 | -4.47 | ||||
| 2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 226,876 | 4.12 | 46,548 | -3.83 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 1,615,597 | 27.30 | 331,472 | 17.58 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 521,839 | 1.68 | 107,066 | -6.09 | ||||
| 2025-07-30 | 13F | 贝宁管理公司 | 131,468 | 1.37 | 26,973 | -6.37 | ||||
| 2025-08-07 | 13F | PCG 财富顾问有限责任公司 | 10,133 | 1.63 | 2,079 | -6.14 | ||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 300 | 200.00 | 149 | 7,300.00 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 109,645 | 12.56 | 22,496 | 3.97 | ||||
| 2025-08-13 | 13F | 独立家族办公室有限责任公司 | 7,857 | 24.24 | 1,612 | 14.81 | ||||
| 2025-05-13 | 13F | Tableaux 有限责任公司 | Call | 0 | ||||||
| 2025-05-12 | 13F | Ccm投资集团有限责任公司 | 98,796 | 2.79 | 21,528 | -11.19 | ||||
| 2025-08-08 | 13F | 雪松财富管理有限责任公司 | 7,760 | 8.84 | 1,592 | 0.57 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 2,129,345 | 11.41 | 437,030 | 2.94 | ||||
| 2025-08-04 | 13F | 海滨财富公司 | 50,510 | 0.02 | 10,363 | -7.61 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 306,376 | 0.28 | 62,859 | -7.38 | ||||
| 2025-06-26 | NP | GRNY - Fundstrat Granny Shots 美国大盘股 ETF | 122,306 | 16.94 | 25,990 | 5.30 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 621,827 | 1.08 | 127,580 | -6.63 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 1,019,821 | 1.03 | 216,712 | -9.03 | ||||
| 2025-08-07 | 13F | 鼎石金融服务 | 4,063 | 4.18 | 834 | -3.81 | ||||
| 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 | 62,184 | 7.26 | 12,758 | -0.93 | ||||
| 2025-08-13 | 13F | 克利尔街有限责任公司 | Put | 3,747,600 | 11.95 | 768,895 | 3.40 | |||
| 2025-07-25 | 13F | 霍布斯集团顾问有限责任公司 | 13,791 | 1.91 | 2,829 | -5.86 | ||||
| 2025-08-13 | 13F | 克利尔街有限责任公司 | 3,817,143 | 14.03 | 783,163 | 5.32 | ||||
| 2025-08-26 | NP | 贝莱德增强资本与收益基金公司 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 | 22,571 | 4,631 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 1,651,143 | 15.65 | 338,765 | 6.82 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 1,635 | 11.91 | 335 | 3.40 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - Loomis Sayles 增长基金 1 级 | 600,303 | 123,164 | ||||||
| 2025-07-16 | 13F | 劳埃德咨询服务有限公司。 | 15,022 | 28.17 | 1,999 | -1.33 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 2,235 | 475 | ||||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 2,238,465 | 4.36 | 459,266 | -3.60 | ||||
| 2025-05-22 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 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 | 2,599 | 577 | ||||||
| 2025-08-14 | 13F | 卡恩兄弟集团公司 /de/ | 2,992 | 7.16 | 614 | -1.13 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 406,726 | 86.96 | 83,448 | 72.68 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律成长 VIP 基金 | 195,907 | 46.84 | 40,194 | 35.63 | ||||
| 2025-08-27 | NP | 自由全明星成长基金公司 | 43,312 | 4.46 | 8,886 | -3.51 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 38,182 | 18.95 | 7,834 | 9.86 | ||||
| 2025-08-08 | 13F | 家族企业有限公司 | 35,965 | 0.03 | 7,379 | -7.61 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 113,804 | 1.57 | 23,349 | -6.18 | ||||
| 2025-07-14 | 13F | 无限财富顾问有限公司 | Put | 800 | 164 | |||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 64,598 | 5.94 | 12,975 | -12.02 | ||||
| 2025-07-10 | 13F | 太平洋资产管理有限公司 | 6,146 | 0.42 | 1,261 | -7.28 | ||||
| 2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 132,525 | 0.38 | 27,190 | -7.28 | ||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 112,642 | 1.20 | 23,111 | -6.53 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 348,151 | 30.13 | 71,430 | 20.19 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | Put | 44 | 214.29 | 38 | -75.00 | |||
| 2025-07-25 | 13F | 帕克金融有限责任公司 | 4,121 | 9.54 | 845 | 1.20 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | Put | 287 | -53.78 | |||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 592,479 | 19.67 | 121,559 | 10.53 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 261,532 | 41.29 | 53,659 | 30.50 | ||||
| 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 | 61,369 | 4.88 | 12,591 | -3.12 | ||||
| 2025-08-01 | NP | Atlas 美国战术收入基金 - Atlas 美国战术收入基金 A 类 | 2,901 | 595 | ||||||
| 2025-08-12 | 13F | 克雷文斯顾问有限公司 | 2,657 | 0.11 | 545 | -7.47 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 530,470 | 3.09 | 108,837 | -4.78 | ||||
| 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 | 530,603 | 25.15 | 108,864 | 15.59 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 778,438 | 1.80 | 159,712 | -5.97 | ||||
| 2025-07-23 | 13F | 睿智财富合伙人 | 1,598 | 0.06 | 328 | -7.63 | ||||
| 2025-07-29 | 13F | 联合银行 | 45,732 | 12.00 | 9,383 | 3.45 | ||||
| 2025-05-30 | NP | STXD - Strive 1000 股息增长 ETF | 10,178 | 5.05 | 2,261 | -1.14 | ||||
| 2025-07-29 | NP | QQQM - 景顺纳斯达克 100 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 | 18,314,349 | 9.04 | 3,678,437 | -9.44 | ||||
| 2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 246,830 | 1.09 | 50,642 | -6.62 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 30,105 | 11.78 | 6,177 | 3.24 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 230,304 | 13.09 | 47,251 | 4.45 | ||||
| 2025-07-15 | 13F | BKA财富咨询公司 | 9,704 | 0.90 | 2,012 | -5.85 | ||||
| 2025-07-23 | 13F | 贝内特财富管理公司 | 1,761 | 14.87 | 361 | 6.18 | ||||
| 2025-07-15 | 13F | DSG资本顾问有限公司 | 179,535 | 0.42 | 36,835 | -7.25 | ||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 27,362 | 0.55 | 5,593 | 19.87 | ||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 163,560 | 1.76 | 33,558 | -6.01 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 27,069,029 | 20,464.80 | 132 | -99.55 | ||||
| 2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 985 | 21.91 | 209 | 10.00 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 164,087 | 12.14 | 33,666 | 3.57 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 239,169 | 1.32 | 51,003 | 3.24 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 3,260 | -112.86 | 669 | -111.87 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 3,663,095 | 6.63 | 751,557 | -1.51 | ||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 90,013 | 813.65 | 18,468 | 744.01 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 2,268,333 | 9.41 | 455,595 | -9.13 | ||||
| 2025-07-28 | NP | NMUAX - Neuberger Berman Multi-Cap Opportunities Fund A 类 | 51,000 | 27.50 | 10,243 | 5.89 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 19,342 | 8.62 | 4,137 | 17.94 | ||||
| 2025-07-29 | 13F | 顶峰财富管理有限责任公司 | 11,721 | 67.92 | 2,405 | 55.10 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 5,874 | 20.72 | 1,205 | 11.57 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 50,530 | 220.56 | 10,367 | 196.12 | ||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 1,378,900 | 3.18 | 282,909 | -4.70 | ||||
| 2025-08-11 | 13F | 铜叶资本有限责任公司 | 8,562 | 1.18 | 1,757 | -6.55 | ||||
| 2025-07-10 | 13F | 斯特林投资顾问有限公司 /adv | 8,244 | 787.41 | 235 | 14.08 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | Put | 148,313 | 116.83 | 44 | -86.97 | |||
| 2025-08-27 | NP | BTEUX - 巴伦科技基金 R6 股票 | 12,471 | 0.63 | 2,559 | -7.05 | ||||
| 2025-07-09 | 13F | 肖尔点顾问有限责任公司 | 3,937 | 2.66 | 808 | -5.17 | ||||
| 2025-08-14 | 13F/A | 扎佐夫联合有限公司 | Put | 17,000 | 74 | |||||
| 2025-07-16 | 13F/A | CX 机构 | 208,224 | 9.60 | 43 | 0.00 | ||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长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 | 1,883,605 | 6.80 | 400,266 | -3.83 | ||||
| 2025-07-25 | 13F | Riverpoint 财富管理控股有限公司 | 12,773 | 0.10 | 2,621 | -7.55 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 58,335 | 0.74 | 11,969 | -6.95 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 6,343 | 59.33 | 1,348 | 52.38 | ||||
| 2025-07-15 | 13F | 科拉资本顾问有限公司 | 34,064 | 1.02 | 6,989 | -6.70 | ||||
| 2025-07-23 | 13F | 阳光资本管理有限公司 | 25,383 | 23.21 | 5,208 | 13.79 | ||||
| 2025-07-10 | 13F | Alecta Pensionsforsakring, 奥姆塞西迪格 | 2,555,900 | 142.50 | 524,087 | 123.94 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 4,098 | 3.38 | 844 | -4.64 | ||||
| 2025-08-14 | 13F | 达格科公司 | 47,266 | 0.36 | 9,698 | -7.30 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 2,529,672 | 2.67 | 508,085 | -14.73 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 127,600 | 26,180 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 174,100 | 35,720 | |||||
| 2025-06-25 | NP | EVSAX - 富国银行纪律美国核心基金 A 类 | 350,949 | 1.41 | 74,577 | -8.69 | ||||
| 2025-08-13 | 13F | 挪威银行 | 189,804,820 | 38,942,255 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 229,581 | 7.55 | 46,111 | -10.68 | ||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 95,581 | 9.26 | 19,584 | 0.78 | ||||
| 2025-07-15 | 13F | 田纳西州联邦银行 | 28,836 | 1.69 | 5,916 | -6.07 | ||||
| 2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 6,817 | 264.74 | 1,399 | 236.87 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 13,985 | 15.00 | 2,972 | 3.56 | ||||
| 2025-07-23 | 13F | 钛信托公司 | 6,580 | 0.66 | 1,350 | -7.02 | ||||
| 2025-07-23 | 13F | 莫顿资本管理有限责任公司/加利福尼亚州 | 60,797 | 3.40 | 12,474 | -4.49 | ||||
| 2025-08-22 | NP | MUOIX - 美国核心投资组合 I 类 | 108,954 | 2.39 | 22,354 | -5.43 | ||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 31,225 | 7.03 | 6,406 | -1.14 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 131,976 | 1.87 | 27,078 | -5.91 | ||||
| 2025-07-07 | 13F | OMNI 360 财富公司 | 18,327 | 5.41 | 3,760 | -2.62 | ||||
| 2025-07-18 | 13F | 布尔金资本管理有限公司 | 54,271 | 0.23 | 11,135 | -7.43 | ||||
| 2025-08-14 | 13F | 资本与规划有限责任公司 | 24,106 | 5.40 | 4,946 | -2.66 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 184,949 | 0.39 | 37,946 | -7.28 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 331,020 | 24.48 | 67,915 | 14.98 | ||||
| 2025-06-26 | NP | 克拉夫全球股票基金 | 22,630 | 44.69 | 4,809 | 30.26 | ||||
| 2025-07-16 | 13F | 莫兰吉管理有限责任公司 | 24,276 | 10.99 | 4,981 | 2.51 | ||||
| 2025-07-16 | 13F | 南方资本顾问有限公司 | 20,120 | 2.46 | 4,128 | -5.34 | ||||
| 2025-08-01 | 13F | 弗格森·夏皮罗有限责任公司 | 20,362 | 0.56 | 4,178 | -7.12 | ||||
| 2025-08-08 | 13F | 创意策划 | Put | 110,200 | 215.76 | 626 | 340.85 | |||
| 2025-07-09 | 13F | Hiley Hunt 财富管理 | 5,928 | 0.10 | 1,244 | -5.83 | ||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 110,345 | 14.65 | 21 | -4.76 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 76,649 | 24.08 | 15,726 | 14.61 | ||||
| 2025-08-04 | 13F | 格兰特街资产管理公司 | 15,378 | 1.96 | 3,155 | -5.82 | ||||
| 2025-07-25 | 13F | 斯通哈奇弗莱明金融服务控股有限公司 | 14,014 | 2,875 | ||||||
| 2025-08-14 | 13F | 沃顿商业集团有限责任公司 | 438,241 | 0.39 | 90 | -8.25 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 53,677 | 88.07 | 11,013 | 73.72 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | Put | 1,764 | -25.76 | |||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 133,850 | 93.51 | 27,449 | 78.65 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 16,289 | 1.51 | 3,342 | -6.23 | ||||
| 2025-05-14 | 13F | 朝圣者伙伴亚洲私人有限公司 | 11,041 | 13.35 | 2,453 | 0.53 | ||||
| 2025-07-16 | 13F | 费希尔金融服务公司 | 127,705 | 0.29 | 26,149 | -7.55 | ||||
| 2025-08-05 | 13F | RiverGlades 家族办公室有限责任公司 | 8,110 | 3.30 | 1,664 | -4.64 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 7,229,390 | 14.71 | 1,483,277 | 5.96 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 33,378 | 45.10 | 6,848 | 34.04 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 1,141,321 | 8.99 | 234 | 0.86 | ||||
| 2025-07-22 | 13F | 综合财务顾问机构有限公司 | 29,808 | 2.50 | 6,116 | -5.33 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 75,300 | 278.39 | 15,449 | 249.52 | ||||
| 2025-07-10 | 13F | 社区信托投资公司 | 383,479 | 4.60 | 78,678 | -3.38 | ||||
| 2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 38,926 | 0.64 | 7,986 | -7.04 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 330,700 | 54.75 | 67,850 | 42.93 | |||
| 2025-08-08 | 13F | 布罗根金融公司 | 15,701 | 0.63 | 3,221 | -7.04 | ||||
| 2025-07-10 | 13F | PMV 资本顾问有限责任公司 | 3,942 | 0.97 | 809 | -6.81 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 211,592 | 0.30 | 43,412 | -7.36 | ||||
| 2025-08-14 | 13F | 尤利西斯管理有限责任公司 | Call | 45,000 | 63.64 | 9,233 | 51.15 | |||
| 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 | 83,296 | 11.07 | 16,730 | -7.76 | ||||
| 2025-07-16 | 13F | 伊斯托弗投资顾问有限责任公司 | 53,292 | 0.16 | 10,934 | -7.49 | ||||
| 2025-07-16 | 13F | 太平洋贤者合伙人有限责任公司 | 32,894 | 0.46 | 6,749 | -7.22 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 92,256 | 12.35 | 18,928 | 3.77 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 204,268 | 6.33 | 41,910 | -1.79 | ||||
| 2025-07-29 | 13F | 诺瓦资本管理有限公司 | 187,397 | 8.42 | 38,448 | 0.14 | ||||
| 2025-07-16 | 13F | 自由州顾问有限公司 | 4,057 | 0.07 | 832 | -7.56 | ||||
| 2025-07-15 | 13F | 霍弗及同事。公司 | 23,749 | 0.27 | 4,873 | -7.38 | ||||
| 2025-06-27 | NP | BBLIX - BBH Select 系列 - 大盘基金 I 类股票 | 11,524 | 2,449 | ||||||
| 2025-06-25 | NP | 富国银行全球股息机会基金 | 34,675 | 36.41 | 7,368 | 22.84 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 8,257,000 | 4.49 | 1,694,089 | -3.48 | |||
| 2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 34,877 | 0.09 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 4,659,165 | 7.41 | 955,921 | -0.79 | |||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 1,156,665 | 3.15 | 202,166 | -12.32 | ||||
| 2025-08-08 | 13F | 安全金融服务公司 | 43,027 | 0.40 | 8,828 | -7.27 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 121,791 | 24,988 | ||||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 136,709 | 1.36 | 28,049 | -6.38 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 3,486 | 715 | ||||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 6,740,997 | 41.42 | 1,383 | 30.72 | ||||
| 2025-06-27 | NP | KNCT - 景顺动态网络 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 | 11,548 | 8.60 | 2,454 | -2.23 | ||||
| 2025-07-31 | 13F | 忠利投资基金公司 | 19,220 | 10.59 | 3,943 | 2.15 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 74,767 | 5.45 | 15,340 | -2.61 | ||||
| 2025-08-18 | 13F | 惠灵顿资本管理公司 | 2,339 | 1 | ||||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 28,596 | 0.20 | 5,867 | -7.45 | ||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 36,882 | 7.80 | 7,567 | -0.42 | ||||
| 2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 964,527 | 0.14 | 197,892 | -7.51 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 236,784 | 26.06 | 48,581 | 16.43 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 595,246 | 56.41 | 122,127 | 44.46 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | Put | 5,600 | 1,149 | |||||
| 2025-08-15 | NP | LCAP——本金增值精选ETF | 5,117 | 84.60 | 1,050 | 70.57 | ||||
| 2025-07-16 | 13F | Squire投资管理公司 | 7,154 | 4.76 | 1,468 | -3.23 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 39,576 | 1.21 | 8,410 | -8.88 | ||||
| 2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 15,681 | 20.09 | 3,217 | 10.93 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 2,144,982 | 9.20 | 440,086 | 0.87 | ||||
| 2025-08-28 | NP | SEIV - SEI 增强型美国大盘价值因子 ETF | 89,158 | 8.21 | 18,293 | -0.05 | ||||
| 2025-08-06 | 13F/A | 海德兰资本有限责任公司 | 42,046 | 2.49 | 8,626 | -5.33 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -145 | -30 | |||||
| 2025-07-29 | NP | PJFG - PGIM Jennison 聚焦增长 ETF | 34,481 | 5.90 | 6,926 | -12.05 | ||||
| 2025-07-29 | 13F | 雷莫尔社区银行 | 16,701 | 4.83 | 3,427 | -3.17 | ||||
| 2025-07-24 | 13F | 金融连接集团有限公司 | 25,548 | 1.12 | 5 | 0.00 | ||||
| 2025-07-15 | 13F | 全面财富规划有限公司 | 5,233 | 1.83 | 1,074 | -5.96 | ||||
| 2025-07-23 | 13F | 内布拉斯加州财富管理 | 6,313 | 5.23 | 1,269 | -4.73 | ||||
| 2025-08-05 | 13F | 康普顿金融集团有限责任公司 | 6,002 | 4.27 | 1,231 | -3.68 | ||||
| 2025-06-27 | NP | FNGG - Direxion 每日精选大盘股和 FANGs 牛市 2 倍股票 | 18,122 | 15.54 | 3,851 | 4.03 | ||||
| 2025-08-13 | 13F | Avos 资本管理有限公司 | 1,494 | 307 | ||||||
| 2025-07-22 | 13F | 急性投资咨询有限公司 | 1,430 | 0.70 | 293 | -6.98 | ||||
| 2025-08-01 | 13F | SwitchPoint 财务规划有限责任公司 | 5,379 | 2.50 | 1,104 | -5.32 | ||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 61,907 | 21.50 | 12,701 | 12.23 | ||||
| 2025-08-04 | 13F | IMS投资管理服务有限公司分析师 | 72,827 | 4.28 | 15 | -6.67 | ||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 508,916 | 1.36 | 104,414 | -6.38 | ||||
| 2025-08-14 | 13F | 雅各布森金融服务有限责任公司院长 | 1,921 | 2.67 | 394 | -5.06 | ||||
| 2025-07-21 | 13F | DHJJ财务顾问有限公司 | 15,999 | 62.62 | 3,283 | 50.21 | ||||
| 2025-08-14 | 13F | 帕洛阿尔托财富顾问有限公司 | 33,319 | 7.47 | 6,836 | 3.43 | ||||
| 2025-08-14 | 13F | 金融策略集团公司 | 39,375 | 11.03 | 8,314 | 15.99 | ||||
| 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 | 2,044,674 | 15.44 | 410,673 | -4.13 | ||||
| 2025-06-27 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | Voya 优惠利率信托 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | PUREfi 财富有限责任公司 | 15,562 | 6.33 | 3,193 | -1.78 | ||||
| 2025-06-27 | NP | TEC - 港口转型技术 ETF | 1,268 | 269 | ||||||
| 2025-08-13 | 13F | 地峡合伙人有限公司 | 91,369 | 1.89 | 18,746 | -5.89 | ||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 4,381 | 8.93 | 899 | 0.56 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 57,286 | 5.55 | 12,216 | 1.23 | ||||
| 2025-07-24 | 13F | Brücke Financial, Inc. | 17,276 | 8.63 | 3,545 | 4.88 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Put | 156,900 | 66.56 | 781 | 42.00 | |||
| 2025-07-21 | 13F | 柯伦金融合作伙伴有限责任公司 | 28,525 | 7.20 | 5,852 | -0.98 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 221,400 | 18.97 | 3,213 | -6.76 | |||
| 2025-07-22 | 13F/A | Elser 财务规划有限公司 | 26,015 | 0.27 | 5,338 | -7.38 | ||||
| 2025-05-27 | NP | BIOPX - 男爵机会基金 | 292,400 | 7.90 | 64,951 | -4.29 | ||||
| 2025-08-06 | 13F | 石墨烯投资公司 | 29,400 | 19.03 | 6,032 | 9.93 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 161,100 | 2,378.46 | 32,292 | 2,148.68 | |||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 87,000 | 34.67 | 17,439 | 22.15 | |||
| 2025-07-09 | 13F | 塔点财富有限责任公司 | 19,950 | 0.98 | 4,093 | -6.72 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | 8,189 | 1,641 | ||||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 204,052 | 0.90 | 41,865 | -6.80 | ||||
| 2025-07-30 | 13F | 洛恩·斯坦伯格财富管理公司 | 15,975 | 1.65 | 3,278 | -6.10 | ||||
| 2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 64,449 | 0.40 | 13,223 | -7.27 | ||||
| 2025-07-24 | 13F | 全面财富规划与管理有限公司 | 14,718 | 7.40 | 3,020 | -0.82 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 723,018 | 0.22 | 148,342 | -7.43 | ||||
| 2025-08-05 | 13F | 退休金融解决方案有限公司 | 5,065 | 0.80 | 1,039 | -6.90 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 25,924 | 1.41 | 5,319 | -6.34 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 16,512 | 93.60 | 3,388 | 78.83 | ||||
| 2025-07-15 | 13F | 哈特曼泰勒财富管理有限责任公司 | 11,172 | 14.87 | 2,292 | 6.11 | ||||
| 2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 136,395 | 0.09 | 27,984 | -7.55 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 214,907 | 10.73 | 44,093 | 2.27 | ||||
| 2025-08-08 | 13F | 投资伙伴有限公司 | 34,586 | 0.12 | 7,096 | -7.51 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 5,139,131 | 10.26 | 1,054,316 | -7.04 | ||||
| 2025-08-11 | 13F | 克拉迪斯投资咨询有限责任公司 | 56,049 | 0.34 | 11,500 | -7.33 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 375,345 | 10.61 | 77,010 | 2.16 | ||||
| 2025-07-07 | 13F | 大道 1 顾问有限责任公司 | 12,680 | 7.80 | 2,602 | -0.42 | ||||
| 2025-07-29 | 13F | 卡梅尔资本合伙人有限责任公司 | 11,864 | 9.91 | 2,434 | 1.54 | ||||
| 2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 156,323 | 1.90 | 32,073 | -5.88 | ||||
| 2025-07-07 | 13F | 惠理投资公司 | 3,491 | 5.02 | 715 | -3.12 | ||||
| 2025-07-25 | 13F | 捍卫者资本有限责任公司。 | 4,696 | 0.02 | 964 | -6.69 | ||||
| 2025-06-25 | NP | BKCG——纽约梅隆银行集中增长ETF | 23,288 | 4,949 | ||||||
| 2025-08-28 | NP | TLGQX - 成长股票基金 | 53,854 | 1.47 | 11,049 | -6.27 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 59,787 | 8.51 | 12,787 | 14.82 | ||||
| 2025-08-04 | 13F | 惠伦财富管理公司 | 7,175 | 5.98 | 1,472 | -2.06 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 3,471 | 45.05 | 712 | 34.09 | ||||
| 2025-07-15 | 13F | 克罗诺斯财富管理有限责任公司 | 59,776 | 0.29 | 12,264 | -7.37 | ||||
| 2025-08-12 | 13F | 东北规划协会有限公司 / Nh / | 2,789 | 4.93 | 572 | -3.05 | ||||
| 2025-07-18 | 13F | Generali Investments CEE，一家投资公司， | 68,873 | 2.02 | 14,131 | -5.77 | ||||
| 2025-08-22 | NP | FMET - 富达 Metaverse ETF | 8,418 | 42.24 | 1,727 | 31.43 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 134,850 | 21.93 | 27,085 | 1.26 | ||||
| 2025-07-18 | 13F | Fmb财富管理 | 19,592 | 12.36 | 4,020 | 3.77 | ||||
| 2025-08-11 | 13F | 石桥投资管理公司，LCC | 27,507 | 1.84 | 5,644 | -5.93 | ||||
| 2025-08-28 | NP | DEMZ - DEMZ 政治捐款 ETF | 10,901 | 21.39 | 2,237 | 12.14 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 2,380,948 | 0.62 | 488,499 | -7.06 | ||||
| 2025-08-14 | 13F | TrueWealth 金融合作伙伴 | 2,312 | 6.25 | 474 | -1.86 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 81,741 | 24.98 | 17,370 | 12.53 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 3,999 | 10.26 | 850 | -0.70 | ||||
| 2025-08-07 | 13F | 马赛克金融集团有限公司 | 19,636 | 2.50 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 4,493,562 | 19.03 | 921,944 | 9.94 | ||||
| 2025-07-30 | 13F | CMG 全球控股有限公司 | 32,923 | 10.27 | 7,047 | 13.28 | ||||
| 2025-06-24 | NP | QFLR - 创新者 Nasdaq-100 托管场内 ETF | 117,775 | 11.31 | 25,027 | 0.23 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 173,937 | 83.65 | 35,687 | 69.63 | ||||
| 2025-05-27 | NP | USLUX - 霍姆斯宏观趋势基金 | 5,550 | 1,233 | ||||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 633 | 6.75 | 141 | -5.41 | ||||
| 2025-07-23 | 13F | Cortland Associates Inc/月 | 29,647 | 10.06 | 6,083 | 1.67 | ||||
| 2025-07-30 | NP | Monteagle Funds - Monteagle 增强型股票收益基金机构类别 | 1,900 | 322.22 | 382 | 252.78 | ||||
| 2025-07-16 | 13F | 金钱明智公司 | 2,976 | 96.44 | 611 | 81.55 | ||||
| 2025-08-28 | NP | RPXFX - RiverPark 大型增长基金零售类 | 12,788 | 4.60 | 2,624 | -3.39 | ||||
| 2025-08-18 | 13F | 1248 管理有限责任公司 | 48,545 | 25.41 | 9,960 | 15.83 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 7,687,697 | 1.11 | 1,633,636 | -8.96 | ||||
| 2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 80,526 | 9.49 | 16,522 | 1.13 | ||||
| 2025-07-23 | 13F | Intergy 私人财富有限责任公司 | 16,536 | 13.18 | 3,393 | 4.53 | ||||
| 2025-07-08 | 13F | 博尔特伍德资本管理公司 | 36,204 | 6.15 | 7,428 | -1.95 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 315,639 | 6.06 | 64,760 | -2.04 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 477,045 | 5.63 | 105,966 | -6.31 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 10,446 | 0.77 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 黑钻财富管理公司 | 23,889 | 1.91 | 4,965 | 6.68 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 111,860 | 3.76 | 22,950 | -4.16 | ||||
| 2025-07-22 | 13F | Fishman Jay A 有限公司/mi | 968,705 | 3.08 | 198,749 | -4.79 | ||||
| 2025-08-07 | 13F | 源源AM有限责任公司 | 63,382 | 0.90 | 13,004 | -6.80 | ||||
| 2025-08-13 | 13F | 吉布森财富顾问有限责任公司 | 6,831 | 0.01 | 1,402 | -7.65 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 409,544 | 7.39 | 83,945 | -0.90 | ||||
| 2025-07-25 | NP | SNPV - Xtrackers S&P 500 价值 ESG ETF | 2,824 | 567 | ||||||
| 2025-08-12 | 13F | 新世界顾问有限责任公司 | 30,605 | 14.06 | 6,279 | 5.35 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 1,073 | 157.31 | 220 | 111.54 | ||||
| 2025-07-16 | 13F | 草原伍德资本有限责任公司 | 3,086 | 3.04 | 633 | -4.81 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 502,414 | 0.22 | 103,080 | -7.43 | ||||
| 2025-07-10 | 13F | 瑞安投资管理公司 | 152 | 31 | ||||||
| 2025-07-24 | 13F | 玛瑙通行证投资管理有限公司 | 48,995 | 3.15 | 10,052 | -4.72 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 1,290,897 | 0.06 | 264,853 | -7.58 | ||||
| 2025-07-24 | 13F | 阿克蒂姆公司 | 4,152,231 | 4.53 | 852 | -3.51 | ||||
| 2025-07-23 | 13F | InTrack投资管理公司 | 24,052 | 11.38 | 4,935 | 2.88 | ||||
| 2025-07-10 | 13F | 阿克菲尔德财富策略有限责任公司 | 67,199 | 1.29 | 14,108 | 6.95 | ||||
| 2025-07-09 | 13F | 瑟西金融服务公司 /adv | 50,164 | 2.38 | 10,292 | -5.43 | ||||
| 2025-08-14 | 13F | 三尾财富管理有限公司 | 9,241 | 2,111 | ||||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 44,981 | 9.99 | 9,558 | -0.96 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 1,596,512 | 62.29 | 347,880 | 55.24 | ||||
| 2025-08-11 | 13F | Wealthgarden Fs 有限责任公司 | 9,936 | 6.07 | 2,062 | -0.87 | ||||
| 2025-08-18 | 13F | 第二线资本有限责任公司 | 27,099 | 7.47 | 5,560 | -0.75 | ||||
| 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 | 1,694,759 | 16.80 | 360,136 | 5.17 | ||||
| 2025-08-12 | 13F | 朗费罗投资管理有限公司 | 9,379 | 11,479.01 | 1,924 | 11,217.65 | ||||
| 2025-08-13 | 13F | 河公园资本管理有限公司 | 16,685 | 5.82 | 3,423 | -2.26 | ||||
| 2025-08-13 | 13F | RW投资管理有限责任公司 | 30,723 | 13.14 | 6,303 | 4.51 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 393,700 | 798.86 | 80,775 | 730.25 | |||
| 2025-05-28 | NP | VMNFX - 先锋市场中性基金投资者股票 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 | 3,270 | 70.05 | 726 | 50.94 | ||||
| 2025-07-24 | 13F | M1资本管理有限责任公司 | 80,837 | 1.16 | 16,585 | -6.56 | ||||
| 2025-07-18 | 13F | 马特尔财富顾问公司 | 2,743 | 0.04 | 563 | -7.72 | ||||
| 2025-07-24 | 13F | 叛逆金融有限公司 | 1,208 | 248 | ||||||
| 2025-08-05 | 13F | 清晰财富发展有限公司 | 13,237 | 0.02 | 2,716 | -3.45 | ||||
| 2025-07-29 | 13F | 索查金融集团有限责任公司 | 1,349 | 0.07 | 277 | -7.69 | ||||
| 2025-06-27 | NP | Calamos 多头/空头股票和动态收入信托 | Short | -29,000 | -26.40 | -6,162 | -33.73 | |||
| 2025-07-16 | 13F | 凯利于尔根斯财富管理有限公司 | 157,897 | 3.12 | 32,396 | -4.75 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 682 | 7.91 | 145 | -3.36 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 117,498 | 0.25 | 24,107 | -7.40 | ||||
| 2025-07-30 | NP | VUSE - Vident 核心美国股票基金 | 60,275 | 14.53 | 12,106 | -4.88 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 157,989 | 0.26 | 32,415 | -7.40 | ||||
| 2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 12,946 | 3.19 | 2,690 | -3.45 | ||||
| 2025-08-14 | 13F | 运营顾问有限责任公司 | 14,334 | 4.29 | 2,941 | -3.70 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | Call | 7,000 | 1,436 | |||||
| 2025-08-05 | 13F | 珠穆朗玛峰管理公司 | 16,819 | 47.90 | 3,451 | 36.63 | ||||
| 2025-08-14 | 13F | LM 顾问有限责任公司 | 303,101 | 196.41 | 62 | 181.82 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 26,589,956 | 3,360.35 | 147,925 | 13.05 | ||||
| 2025-05-29 | NP | TSEL - Touchstone Sands Capital 美国精选成长型 ETF | 8,833 | 1,962 | ||||||
| 2025-07-31 | 13F | DDD 合作伙伴有限责任公司 | 157,356 | 0.97 | 32,285 | -6.74 | ||||
| 2025-08-08 | 13F | KBC 集团 | 6,434,133 | 3.70 | 1,320 | -4.21 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 42,900 | 0.34 | 8,802 | -7.33 | ||||
| 2025-07-25 | 13F | Ball & Co 财富管理公司 | 2,956 | 0.14 | 1 | |||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 494,274 | 0.28 | 105,552 | -3.59 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 8,805 | 18.24 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 6,177 | 17.21 | 1,267 | 8.29 | ||||
| 2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 793,277 | 30.91 | 168,571 | 17.88 | ||||
| 2025-08-14 | 13F | 温莎咨询集团有限责任公司 | 4,083 | 4.05 | 838 | -3.90 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 117,011 | 24,007 | ||||||
| 2025-06-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 1,943,791 | 9.45 | 413,056 | -1.45 | ||||
| 2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 22,910 | 5.42 | 4,701 | -2.63 | ||||
| 2025-08-13 | 13F | WCG 财富顾问有限责任公司 | 187,854 | 0.67 | 38,542 | -7.02 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 464,742 | 3.76 | 95,351 | -4.16 | ||||
| 2025-08-07 | 13F | 梅波特有限公司 | 26,460 | 4.00 | 5,429 | -3.95 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 26,103 | 5,356 | ||||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 55,395 | 0.64 | 11,365 | -7.05 | ||||
| 2025-08-14 | 13F | 海伯利安资本顾问公司 | 6,296 | 0.05 | 1,292 | -7.59 | ||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 33,813 | 0.69 | 6,937 | -7.00 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 6,444,197 | 0.28 | 1,322,156 | -7.37 | ||||
| 2025-07-29 | 13F | 卡夫戴维斯联合有限责任公司 | 5,798 | 0.54 | 1,241 | 8.20 | ||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 734,271 | 9.91 | 150,650 | 1.52 | ||||
| 2025-04-11 | 13F | 戴维斯资本管理公司 | 14,616 | 2.19 | 3,247 | -9.35 | ||||
| 2025-07-16 | 13F | 利特尔约翰金融服务有限公司 | 12,861 | 47.57 | 2,639 | 36.33 | ||||
| 2025-07-30 | NP | EGGQ-NestYield 远见ETF | 5,769 | 3,824.49 | 1,159 | 3,208.57 | ||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 4,762 | 12.98 | 977 | 4.38 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 72,670 | 1.50 | 14,911 | -6.25 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 325,600 | 27.29 | 66,803 | 17.57 | |||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 405,500 | 143.25 | 83,196 | 124.68 | |||
| 2025-09-03 | 13F | 美国信托 | 71,199 | 19.66 | 14,608 | 10.53 | ||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 517 | 19.95 | 106 | 11.58 | ||||
| 2025-07-22 | 13F | 落基山顾问有限公司 | 6,764 | 0.01 | 1,388 | -7.66 | ||||
| 2025-08-07 | 13F | 柯蒂斯咨询集团有限责任公司 | 12,566 | 0.29 | 2,578 | -7.37 | ||||
| 2025-07-17 | 13F | 芥菜籽金融有限责任公司 | 10,388 | 0.69 | 2,131 | -6.98 | ||||
| 2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 2,238,626 | 10.15 | 449,628 | -8.52 | ||||
| 2025-07-24 | 13F | 私人财富硕士 | 17,381 | 0.45 | 3,566 | -7.21 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 1,258,883 | 4.53 | 258,285 | -3.45 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 267,277 | 54,837 | ||||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 184,215 | 0.03 | 37,795 | -7.61 | ||||
| 2025-08-14 | 13F | 帕洛玛合伙人管理公司 | 30,000 | 6,155 | ||||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | Put | 44,600 | 5.62 | 866 | -35.85 | |||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 1,457,753 | 3.48 | 299,087 | -5.17 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 2,865,448 | 15.45 | 587,906 | 6.63 | ||||
| 2025-08-12 | 13F | 万国数据财富管理 | 113,826 | 4.41 | 23,354 | -3.56 | ||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 61,209 | 2.53 | 12,558 | -5.29 | ||||
| 2025-07-28 | 13F | 费曼集团有限责任公司 | 2,924 | 0.03 | 600 | -18.06 | ||||
| 2025-08-14 | 13F | 嘉实投资顾问有限公司 | 3,718 | 75.54 | 763 | 62.13 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 687,644 | 4.62 | 138,113 | -13.11 | ||||
| 2025-07-23 | 13F | 哥伦布宏有限责任公司 | 33,156 | 6.03 | 6,803 | -2.06 | ||||
| 2025-05-27 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 13,980 | 3,105 | ||||||
| 2025-07-22 | 13F | 永利资本有限责任公司 | 32,951 | 0.54 | 6,761 | -7.14 | ||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 48,480 | 46.29 | 9,947 | 34.88 | ||||
| 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 | 636,122 | 16.97 | 130,513 | 8.04 | ||||
| 2025-07-01 | 13F | 私人客户服务有限公司 | 22,080 | 59.91 | 4,530 | 47.70 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 139,815 | 5.61 | 28,686 | -2.46 | ||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 465,265 | 5.66 | 95,458 | -2.41 | ||||
| 2025-06-26 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 1,259,328 | 6.18 | 267,607 | -4.39 | ||||
| 2025-07-29 | 13F | 天鹅全球投资有限公司 | Put | 18,700 | 37.50 | 3,587 | 31.88 | |||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | Put | 109,200 | 0.32 | |||||
| 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 | 635,983 | 10.02 | 135,146 | -0.93 | ||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 7,642 | 1.04 | 1,568 | -6.73 | ||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 18,691 | 23.94 | 3,835 | 14.45 | ||||
| 2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,502,573 | 0.99 | 9,335,763 | -6.72 | ||||
| 2025-07-28 | 13F | Triton 财富管理公司 | 38,869 | 2.14 | 8,309 | -2.39 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | Call | 32,300 | 6,627 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 8,284,600 | 6.59 | 1,699,751 | -1.55 | |||
| 2025-07-24 | NP | FAOFX - 富达顾问系列增长机会基金 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 | 221,713 | 25.39 | 44,531 | 4.14 | ||||
| 2025-07-30 | NP | BIGTX - 德克萨斯州基金 I 类 | 660 | 26.92 | 133 | 7.32 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 1,037,008 | 14.20 | 244,734 | 21.36 | ||||
| 2025-08-14 | 13F | 阿穆森亨萨克联合有限责任公司 | 310,702 | 5.43 | 63,747 | -2.62 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 25,247 | 5,180 | ||||||
| 2025-07-31 | 13F | FSA 投资集团有限责任公司 | 2,728 | 0.63 | 560 | -7.14 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 3,237 | 8.73 | 664 | 0.45 | ||||
| 2025-07-29 | 13F | 天鹅全球投资有限公司 | 3,270 | 25.29 | 671 | 15.72 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 107,054 | 10.14 | 21,964 | 1.73 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 94,959 | 124.26 | 19 | 111.11 | ||||
| 2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 192,968 | 5.40 | 38,758 | -12.47 | ||||
| 2025-07-24 | 13F | 穆伦坎普公司 | 62,616 | 0.27 | 12,847 | -7.39 | ||||
| 2025-08-14 | 13F | 哈里斯联合有限合伙人 | 130,818 | 1.77 | 26,840 | -6.00 | ||||
| 2025-07-09 | 13F | Krilogy金融有限责任公司 | 235,587 | 6.30 | 48,335 | -1.82 | ||||
| 2025-08-07 | 13F | PFG顾问 | 206,113 | 7.10 | 42,288 | -1.08 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 1,119 | 5.47 | 238 | -5.20 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 109,455 | 0.19 | 22,457 | -7.46 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 14,612 | 2,935 | ||||||
| 2025-04-17 | 13F | 克鲁姆卢比公司 | 22,821 | 2.09 | 5,069 | -9.43 | ||||
| 2025-07-21 | 13F | 轩尼诗顾问公司 | 511 | 105 | ||||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 28,502 | 2.02 | 58 | -6.45 | ||||
| 2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 20,482 | 0.28 | 4,251 | -6.28 | ||||
| 2025-07-25 | 13F | ONE 咨询合作伙伴有限责任公司 | 3,174 | 132.87 | 680 | 124.83 | ||||
| 2025-08-28 | NP | SPGSX - State Street Premier Growth 股票 VIS 基金 1 类股票 | 7,352 | 16.26 | 1,508 | 7.41 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 1,301,999 | 3.78 | 276,675 | -6.55 | ||||
| 2025-04-22 | 13F | 莫桑·菲茨杰拉德·塔马约有限责任公司 | Call | 44 | 29.41 | |||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 270,896 | 1.40 | 55,576 | -6.35 | ||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 127,356 | 4.24 | 26,130 | -3.71 | ||||
| 2025-08-05 | 13F | 子午线管理公司 | 17,606 | 0.07 | 3,654 | -6.50 | ||||
| 2025-07-23 | 13F | 司法部有限责任公司 | 24,075 | 1.94 | 4,926 | -6.10 | ||||
| 2025-08-13 | 13F | 纳维斯财富顾问有限责任公司 | 2,766 | 10.95 | 568 | 2.53 | ||||
| 2025-07-18 | 13F | 必要资本管理有限责任公司 | 5,736 | 16.02 | 1,177 | 7.10 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 269,500 | 20.74 | 55,293 | 11.53 | ||||
| 2025-07-09 | 13F | 灵感财富顾问有限公司 | 57,546 | 1.43 | 11,807 | -6.32 | ||||
| 2025-08-14 | 13F | 船尾福赛斯公司 | 39,485 | 0.26 | 8,101 | -7.40 | ||||
| 2025-07-18 | 13F | 精准财富策略有限责任公司 | 11,725 | 171.60 | 2,406 | 151.04 | ||||
| 2025-08-05 | 13F | Palogic 价值管理有限合伙人 | 46,669 | 0.14 | 9,575 | -7.51 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 37,492 | 55.65 | 7,692 | 43.78 | ||||
| 2025-08-12 | 13F | 黄杨风险投资公司 | 39,767 | 5.36 | 8,159 | -2.70 | ||||
| 2025-08-25 | NP | MBCGX - MassMutual 选择蓝筹成长基金 A 类 | 453,458 | 1.69 | 93,036 | -6.08 | ||||
| 2025-08-14 | 13F | 红木金融网络公司 | 8,963 | 1.06 | 1,839 | -6.65 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 1,276,559 | 7.32 | 261,912 | -0.87 | ||||
| 2025-07-31 | 13F | 霍格金融服务有限公司 | 6,161 | 7.26 | 1,267 | -0.71 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 34,943 | 135.20 | 7,018 | 95.32 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 2,137,783 | 11.24 | 437,159 | 2.38 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 205,135 | 0.36 | 42,088 | -7.31 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 4,412,673 | 3.33 | 905,348 | -4.56 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 24,130 | 1.48 | 4,951 | -6.27 | ||||
| 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 | 54,484 | 30.22 | 11,578 | 17.25 | ||||
| 2025-07-25 | 13F | 战略点投资顾问有限责任公司 | 7,956 | 0.82 | 1,632 | -6.85 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 5,621,081 | 3.10 | 1,153,277 | -4.77 | ||||
| 2025-08-14 | 13F | FC咨询有限责任公司 | 9,772 | 0.06 | 2,005 | -7.61 | ||||
| 2025-07-17 | 13F | 凯利金融服务有限公司 | 16,525 | 1.70 | 3,390 | -6.07 | ||||
| 2025-07-24 | 13F | 贝-道格拉斯有限责任公司 | 27,037 | 33.39 | 5,547 | 23.21 | ||||
| 2025-06-26 | NP | HFGO - 哈特福德大盘成长 ETF | 64,557 | 3.11 | 13,718 | -7.15 | ||||
| 2025-07-24 | 13F | 西北财富顾问有限公司 | 8,440 | 8.64 | 1,732 | 0.35 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 278,958 | 0.24 | 57,234 | -7.42 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 597,458 | 13.42 | 119,999 | -5.80 | ||||
| 2025-07-14 | 13F | 阿瓦隆咨询小组 | 2,628 | 0.23 | 539 | -7.39 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 5,962 | 22.25 | 1,223 | 12.93 | ||||
| 2025-07-07 | 13F | RDA金融网络 | 47,171 | 1.13 | 9,678 | -6.58 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares 科技机会主动型 ETF | 6,595 | 18.53 | 1,401 | 6.70 | ||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | Put | 800 | ||||||
| 2025-07-18 | 13F | 奥洛克公司 | 80,628 | 58.36 | 16,542 | -7.96 | ||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 74,221 | 4.78 | 15,228 | -3.22 | ||||
| 2025-04-24 | 13F | 支点资产管理有限公司 | Put | 0 | 19,991 | |||||
| 2025-08-12 | 13F | 荷兰银行 | 391,104 | 0.95 | 80,731 | -6.08 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 14,206,918 | 1.33 | 2,914,833 | -6.40 | ||||
| 2025-07-07 | 13F | 公园边缘顾问有限责任公司 | 12,378 | 6.18 | 2,540 | -1.93 | ||||
| 2025-07-15 | 13F | 信号树金融合作伙伴有限责任公司 | 6,170 | 1.06 | 1,266 | -6.71 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 2,024 | 0.70 | 415 | -6.95 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 208,758 | 4.10 | 42,831 | -3.85 | ||||
| 2025-07-22 | 13F | 我的个人首席财务官有限责任公司 | 55,709 | 0.35 | 11,430 | -7.31 | ||||
| 2025-07-29 | 13F | 互动财务顾问 | 8,107 | 0.14 | 1,663 | -7.51 | ||||
| 2025-07-01 | 13F | 石桥资本管理公司 | 86,738 | 0.06 | 18 | -10.53 | ||||
| 2025-07-30 | NP | HCYAX - 希尔顿战术收益基金投资者类别 | 10,635 | 2.75 | 2,136 | -14.66 | ||||
| 2025-07-28 | 13F | Keeler & Nadler 财务规划与财富管理 | 8,282 | 0.49 | 1,699 | -5.35 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 59,407 | 2.66 | 12,188 | -5.18 | ||||
| 2025-08-14 | 13F | 休闲资本管理 | 144,832 | 3.83 | 29,715 | -4.09 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 93,705 | 106.88 | 21,424 | 112.93 | ||||
| 2025-07-08 | 13F | 艾利希金融集团 | 6,419 | 3.12 | 1,317 | -4.78 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 214 | 45 | ||||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 1,146,533 | 1.37 | 230,281 | -15.81 | ||||
| 2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta 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 | 14,967 | 3,006 | ||||||
| 2025-08-26 | NP | JPEF - 摩根大通股票焦点 ETF | 238,445 | 4.09 | 48,922 | -3.85 | ||||
| 2025-07-25 | 13F | 支票资本管理公司/ca | 26,675 | 0.08 | 5,473 | -7.57 | ||||
| 2025-08-25 | NP | LRGG - 麦格理重点大型成长型 ETF | 84,185 | 114.22 | 17,272 | 97.87 | ||||
| 2025-08-14 | 13F | 战略财富设计师 | 11,031 | 11.18 | 2,263 | 2.72 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 2,414,514 | 23.45 | 495 | 14.06 | ||||
| 2025-07-30 | 13F | 红鹤财富管理有限责任公司 | 12,260 | 1.46 | 2,515 | -6.30 | ||||
| 2025-07-29 | 13F | Primoris 财富顾问有限公司 | 22,323 | 0.89 | 4,580 | -6.80 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 28,126 | 72.15 | 5,771 | 59.00 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 99,061 | 1.65 | 20,324 | -6.12 | ||||
| 2025-08-11 | 13F | PFG 私人财富管理有限责任公司 | 6,375 | 2.79 | 1,308 | -5.08 | ||||
| 2025-08-12 | 13F | 波士顿研究与管理公司 | 57,218 | 1.19 | 12 | -8.33 | ||||
| 2025-07-14 | 13F | 健全管理有限责任公司 | 3,477 | 0.03 | 713 | -7.64 | ||||
| 2025-07-17 | 13F | 弗吉尼亚财富管理集团有限公司 | 20,946 | 0.25 | 4,298 | -7.39 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 52,145 | 32.95 | 10,699 | 22.80 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 66,967 | 7.17 | 13,740 | -1.02 | ||||
| 2025-07-22 | 13F | 罗切斯特财富策略有限责任公司 | 1,708 | 2.77 | 351 | -5.15 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 344,807 | 0.69 | 70,744 | -7.00 | ||||
| 2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 30,285 | 0.94 | 6,214 | -6.77 | ||||
| 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 | 780 | 166 | ||||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 172,609 | 10.30 | 34,669 | -8.39 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 392,876 | 5.85 | 80,606 | -2.23 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 574,952 | 11.67 | 115,479 | -7.26 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 242,955 | 16.27 | 51,628 | 4.69 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 18,746 | 3.99 | 3,846 | -3.95 | ||||
| 2025-07-28 | NP | AVLV - Avantis 美国大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,134,740 | 25.06 | 227,913 | 3.86 | ||||
| 2025-07-29 | NP | JIAFX - 收益分配基金A类 | 4,949 | 0.57 | 994 | -16.47 | ||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 128,706 | 9.87 | 26,407 | 1.48 | ||||
| 2025-08-08 | 13F | 信用资本投资有限责任公司 | 2,100 | 431 | ||||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 42,542 | 7.58 | 8,728 | -0.63 | ||||
| 2025-07-18 | 13F | NRI 财富管理 LC | 34,595 | 1.51 | 7,098 | -6.25 | ||||
| 2025-07-23 | 13F | H&H 退休设计与管理公司 | 3,187 | 45.79 | 677 | 60.43 | ||||
| 2025-07-16 | 13F | 传奇财务顾问公司 | 11,211 | 40.59 | 2,300 | 29.87 | ||||
| 2025-07-10 | 13F | 赛普拉斯点财富管理有限责任公司 | 7,432 | 1.91 | 1,525 | -5.93 | ||||
| 2025-08-25 | 13F | 山顶合伙人有限责任公司 | 35,399 | 5.79 | 7,263 | -2.30 | ||||
| 2025-07-31 | 13F | 银橡树咨询集团有限公司 | 9,789 | 6.81 | 2 | 0.00 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通数字发展战略基金 Y 类 | 3,601 | 47.46 | 739 | 36.16 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 2,363,284 | 10,715.95 | 484,875 | 9,891.22 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 118,301 | 1.19 | 29,625 | 14.08 | ||||
| 2025-08-27 | 13F | Tribridge Partners Financial LLC | 7,525 | 2 | ||||||
| 2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 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 | 2,659,006 | 12.25 | 565,039 | 1.07 | ||||
| 2025-08-12 | 13F | 伟克资本管理公司 | 12,959 | 0.79 | 2,659 | -6.90 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 6,012 | 5.88 | 1,233 | -2.14 | ||||
| 2025-07-30 | 13F | 信赖投资管理有限责任公司 | 45,562 | 3.32 | 9,348 | -4.57 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 15,727 | 35.10 | 3,227 | 24.80 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 20,523 | 43.86 | 4,211 | 32.89 | ||||
| 2025-07-16 | 13F | 光明财务顾问有限公司 | 19,107 | 0.43 | 3,920 | -7.24 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 33,597 | 1.05 | 6,893 | -6.66 | ||||
| 2025-07-25 | 13F | 卡尔·斯图尔特投资顾问公司 | 1,070 | 6.26 | 220 | -1.79 | ||||
| 2025-06-26 | NP | JFCAX - 基本全盘核心基金 A 类 | 114,266 | 2.15 | 24,282 | -8.02 | ||||
| 2025-08-28 | NP | IPDP - 股息执行者 ETF | 2,146 | 9.83 | 440 | 1.38 | ||||
| 2025-08-29 | NP | MAVF-Matrix Advisors价值ETF | 18,705 | 13.53 | 3,838 | 4.86 | ||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 18,294 | 0.47 | 3,753 | 4.66 | ||||
| 2025-08-06 | 13F | 金塞尔资本集团公司 | 46,754 | 13.87 | 9,593 | 5.18 | ||||
| 2025-08-06 | 13F | 灰狐财富顾问有限责任公司 | 29,840 | 5.07 | 6,122 | -2.95 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 119,215 | 8.96 | 24,459 | 0.64 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 672,373 | 33.39 | 137,951 | 23.20 | ||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 66,337 | 0.48 | 13,610 | -7.19 | ||||
| 2025-08-11 | 13F | 多元化投资组合公司 | 24,794 | 3.53 | 5,087 | -4.38 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 7,810,587 | 3.73 | 1,568,756 | -13.85 | ||||
| 2025-07-22 | 13F | SOL资本管理公司 | 48,944 | 0.67 | 10 | 0.00 |
