ADM / Archer-Daniels-Midland Company - 机构投资人持股 - 买家

阿彻-丹尼尔斯-米德兰公司
US ˙ NYSE ˙ US0394831020

机构和基金投资人持股 - 买家

在阿彻-丹尼尔斯-米德兰公司中开设新头寸的主要持有者包括 SCHD - 嘉信美国股息股票 ETF, 道奇考克斯, DVY - iShares 选择股息 ETF, DODGX - 道奇考克斯股票基金, DODWX - 道奇考克斯全球股票基金, 坚定资本管理有限公司, FDL - 第一信托晨星股息领先指数基金, DODBX - 道奇考克斯平衡基金, PKW - 景顺回购成功者 ETF, HMVAX - 哈特福德中型股价值基金 A 类, 核桃水平资本有限责任公司, NUMV - Nuveen ESG 中盘价值 ETF, JHMM - 约翰汉考克多因素中型 ETF, KOMP - SPDR S&P Kensho 新经济综合 ETF, JNBAX - 摩根大通创收基金 A 类, 启发顾问有限责任公司, 同心资本策略有限合伙人, Scopus 资产管理有限公司, Ccm投资集团有限责任公司, 和 瑞穗证券美国有限公司 .

本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。

升级以解锁高级数据。

文件日期 来源 投资者 类型 平均价格
(Est)		 股份 Δ 股份
(%)		 报告
价值
($1000)		 Δ 价值
(%)		 投资组合配置
(%)
2025-08-12 13F 美洲投资伙伴公司 26,267 0.06 1,386 10.00
2025-07-29 NP SIXL - 6 Meridian 低 Beta 股票策略 ETF 16,633 803
2025-08-26 NP BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 32,417 6.22 1,711 16.72
2025-08-12 13F Jw 科尔顾问公司 43,774 6.37 2,310 16.96
2025-08-12 13F 艾斯勒资本管理有限公司 Call 22,800 985.71 1,204 1,103.00
2025-06-25 NP ILCV - iShares Morningstar 大盘价值 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 19,894 0.40 950 -6.50
2025-08-08 13F Mv 资本管理公司 155 17.42 8 33.33
2025-08-12 13F 艾斯勒资本管理有限公司 Put 27,500 32.21 1,452 45.25
2025-08-06 13F 萨凡特资本有限责任公司 15,210 19.43 803 31.26
2025-06-25 NP DGRO - iShares 核心股息增长 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 1,489,189 7.87 71,109 0.54
2025-08-29 NP RAA - SMI 3Fourteen 真实资产配置 ETF SMI 3Fourteen 真实资产配置 ETF 19,923 23.22 1,052 35.44
2025-07-23 13F REAP金融集团有限责任公司 699 1.01 37 9.09
2025-08-26 NP IUSV - iShares 核心标普美国价值 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 388,126 1.80 20,485 11.92
2025-07-30 13F 绿色广场资本顾问有限公司 38,666 2,041
2025-08-11 13F 安尼斯·加德纳·惠廷资本顾问有限责任公司 8 0
2025-08-13 13F 中医顾问有限责任公司 1,003 6.03
2025-07-31 13F 三井住友信托控股公司 1,541,221 2.32 81,346 12.49
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 507 13.42 24 9.09
2025-08-07 13F 米德资产管理公司 93 17.72 5 33.33
2025-08-14 13F/A 巴克莱银行 1,737,561 7.23 92 18.18
2025-07-17 13F 绿叶信托 11,467 11.19 605 22.22
2025-06-25 NP RECS - 哥伦比亚研究增强型核心 ETF 96,845 46.79 4,624 36.85
2025-08-12 13F 全球退休合作伙伴有限责任公司 2,984 148.67 158 161.67
2025-07-28 NP SPVU - Invesco S&P 500 增强价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,809 13.03 860 15.61
2025-07-08 13F 希科利角银行与信托公司 24,266 0.52 1,281 10.44
2025-08-15 13F 田纳西州财政部 105,882 62.18 5,588 78.30
2025-08-28 NP 信安多元化精选实物资产基金 1,595 1.98 84 12.00
2025-08-05 13F 密歇根州退休系统 168,141 0.96 8,874 10.99
2025-08-14 13F 法国巴黎银行套利公司 Put 3,877 9.18 20,463 20.03
2025-07-15 13F Bfsg 有限公司 50,075 0.97 2,643 11.01
2025-05-15 13F/A Orion 投资组合解决方案有限责任公司 34,106 1.57 1,637 -3.48
2025-08-14 13F 原子金融集团有限公司 8,501 43.48 449 57.75
2025-08-08 13F 凯普斯通财务顾问公司 5,479 0.11 289 10.31
2025-08-13 13F EverSource 财富顾问有限责任公司 5,999 37.25 317 51.20
2025-08-13 13F NEOS投资管理有限责任公司 48,026 23.48 2,535 35.73
2025-08-28 NP SSBIX - 道富平衡指数基金 K 类 2,862 2.91 151 13.53
2025-08-13 13F 丰业资本公司 36,127 1,907
2025-04-18 13F 沃尔夫集团资本顾问 5,113 245
2025-08-29 NP PKAIX - PIMCO RAE 美国基金机构类 110,029 140.49 5,807 164.44
2025-08-14 13F Xponance公司 74,984 2.94 3,958 13.15
2025-07-17 13F 阿奇福德资本策略有限责任公司 6,036 319
2025-08-28 NP GHTA - Goose Hollow 战术分配 ETF 20,000 1,056
2025-08-26 NP HLEIX - 摩根大通股票指数基金 I 类 105,357 0.72 5,561 10.73
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 4,750 53.47 229 56.85
2025-06-26 NP ACVF - 美国保守价值 ETF 1,711 1.91 82 -5.81
2025-06-25 NP DVY - iShares 选择股息 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 5,787,956 276,375
2025-08-20 13F 君主资本管理公司/ 18,600 19.92 982 31.85
2025-08-14 13F 拉弗蒂资产管理有限责任公司 40,715 23.39 2,149 35.61
2025-06-26 NP HQIAX - 哈特福德股票收益基金 A 类 1,537,914 17.43 73,435 9.46
2025-08-14 13F 私人财富顾问有限责任公司 76,379 0.39 4,031 10.38
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 218,721 1.35 10,444 -5.54
2025-06-24 NP BBUS - 摩根大通 BetaBuilders 美国股票 ETF 41,315 4.43 1,973 -2.67
2025-04-29 NP PMIYX - 普特南收入策略投资组合 - 4,567 404.08 216 338.78
2025-07-16 13F 百利宫资本管理有限公司 4,833 10.04 255 21.43
2025-08-14 13F Yaupon资本管理有限责任公司 494,284 26,088
2025-08-06 13F 联邦股权服务有限公司 178,170 0.26 9 12.50
2025-07-17 13F 嘉德投资管理公司 7,900 6.04 1,121 46.54
2025-08-22 NP DFVE-DoubleLine财富500指数等权重ETF 701 8.85 37 20.00
2025-08-01 13F Y-Intercept (香港) 有限公司 108,770 5,741
2025-08-26 NP GPIX - 高盛 S&P 500 核心溢价收入 ETF 9,406 75.65 496 93.00
2025-07-28 13F 道明资产管理公司 256,472 2.08 13,537 12.22
2025-07-28 13F 双树管理有限公司 Call 9,500 501
2025-07-15 13F 密苏里信托投资公司 1,000 53
2025-05-30 NP TQMVX - T. Rowe Price QM 美国价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,527 2.68 217 -2.25
2025-07-29 13F 切维蔡斯信托控股公司 261,078 1.02 13,780 11.05
2025-08-04 13F 阿卡迪奥斯财富顾问 11,035 120.44 582 142.50
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 1,500 7.14 72 9.09
2025-08-04 13F 资产标记公司 12,436 12.77 656 24.01
2025-07-29 NP EBI-长景优势ETF 2,305 1.14 111 3.74
2025-08-06 NP 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 5,579 41.63 294 55.56
2025-08-27 NP Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) 6,391 36.53 337 50.45
2025-08-14 13F 北卡罗来纳州财政部长 223,280 2.31 12 10.00
2025-08-08 13F 大西洋信托有限责任公司 90 40.62 5 33.33
2025-06-24 NP SFLNX - 嘉信基本美国大公司指数基金机构股 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 540,307 20.94 25,800 12.72
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 18,888 0.70 997 10.67
2025-07-16 13F 圣日耳曼 DJ 公司 974 51
2025-06-26 NP FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 209,135 8.73 9,986 1.35
2025-07-29 13F 统一顾问有限责任公司 56,157 1.18 2,964 11.22
2025-06-27 NP PEY - 景顺高收益股票股息实现者 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 473,285 22,599
2025-08-22 13F/A TT资本管理有限公司 4,198 222
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 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 23,060 562.45 1,101 439.71
2025-08-08 13F Geode资本管理有限公司 12,457,546 2.33 654,772 12.38
2025-06-24 NP JFLI - 摩根大通灵活收入ETF 558 27
2025-08-14 13F 第一集团贸易有限公司 Call 319,200 86.78 16,847 105.35
2025-08-11 13F 美国信安证券公司 1,560 52.05 82 60.78
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 752,300 25.68 39,706 38.17
2025-08-14 13F 第一集团贸易有限公司 37,221 107.54 1,965 128.11
2025-07-25 NP QARP - Xtrackers Russell 1000 美国优质价格合理 ETF 3,186 6.38 154 8.51
2025-08-18 13F Onefund有限责任公司 1,391 0
2025-08-20 NP QLFIX - AQR LSE 融合基金 I 类 Short -793 -42
2025-08-15 13F 同心资本策略有限合伙人 51,640 2,726
2025-07-22 13F 广发基金管理有限公司 15,893 839
2025-08-11 13F CBIZ投资咨询服务有限责任公司 57 3 -85.00
2025-08-13 13F 第一生命保险株式会社 4,123 218
2025-08-01 13F 贝西默集团公司 14,704 34.12 1
2025-08-14 13F 千禧管理有限公司 2,546,413 25,668.19 134,400 28,254.22
2025-08-14 13F 千禧管理有限公司 Call 100,000 378.47 5,278 426.22
2025-06-30 NP PALC - Pacer Lunt 大盘多因素交流发电机 ETF 25,375 222.96 1,212 148.67
2025-08-14 13F 千禧管理有限公司 Put 38,200 84.54 2,016 103.02
2025-08-14 13F 莫尼塔集团投资顾问有限公司 3,274,605 0.01 172,834 9.94
2025-08-18 13F 吉诺斯财富管理公司 3,472 44.37 183 59.13
2025-08-28 NP SEUIX - Simt 大盘价值基金 I 类 173,532 32.56 9,159 45.75
2025-08-18 13F/A 加拿大国家银行/fi/ 401,381 37.40 21,186 51.06
2025-08-11 13F 布朗兄弟哈里曼公司 2,623 57.63 138 74.68
2025-08-11 13F 花旗集团 1,018,011 72.50 53,731 89.64
2025-07-08 13F 上升顾问有限责任公司 346 1.17 18 12.50
2025-08-11 13F 花旗集团 Call 421,700 964.90 22,257 1,070.80
2025-08-14 13F 农林中金银行 23,670 3.62 1,249 13.96
2025-08-08 13F 国民年金服务 927,786 0.60 48,969 10.60
2025-07-15 13F Optima Capital LLC 4,110 217
2025-08-14 13F Peak6有限责任公司 Call 252,900 585.37 13,348 653.70
2025-08-13 13F 格林威治财富管理有限责任公司 48,919 0.52 3 0.00
2025-07-16 13F 美国国家银行 1,752 40.16 92 53.33
2025-07-17 13F 汉森与多雷姆斯投资管理公司 529 1.15 0
2025-08-12 13F 传统财富管理有限责任公司 21,331 1,126
2025-08-14 13F 巴利亚斯尼资产管理有限公司 460,751 24,318
2025-08-28 NP SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 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 15,324 2.96 809 13.17
2025-08-01 13F 德克萨斯州教师退休制度 72,907 4.22 3,848 14.59
2025-07-08 13F 艾伦穆尼巴恩斯投资顾问有限责任公司 23,140 0.16 1,221 10.10
2025-07-30 13F IMG 财富管理有限公司 48 3
2025-08-14 13F 灯塔投资顾问有限公司 28,513 0.35 1,482 8.65
2025-08-13 13F ExodusPoint 资本管理公司 156,707 8
2025-08-14 13F Glenmede投资管理有限公司 14,854 784
2025-08-28 NP GNR - SPDR(R) S&P(R) 全球自然资源 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 668,272 1.38 35,271 11.45
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 2,989,517 4.65 142,749 -2.46
2025-07-28 13F 布林莫尔信托公司 5,962 1.55 315 11.74
2025-08-04 13F 银海岸投资有限责任公司 6,985 0.03 369 9.85
2025-08-14 13F 绿线合作伙伴有限责任公司 17,844 2.46 942 12.56
2025-08-29 NP DHS - WisdomTree 美国高股息基金 不适用 120,579 3.85 6,364 14.17
2025-07-16 13F 佩里贡财富管理有限责任公司 4,378 231
2025-08-12 13F 保德信金融公司 349,780 0.16 18,461 10.11
2025-08-12 13F 声音观察资本有限责任公司 3,022 1,863
2025-08-14 13F 立体派系统策略有限责任公司 Put 90,600 1.23 4,782 11.29
2025-08-07 13F 奥尔沃斯金融有限公司 13,294 132.29 702 151.25
2025-07-14 13F 索维尔金融服务有限责任公司 4,073 215
2025-07-28 13F 忠利资产管理有限公司 17,043 2.80 900 13.08
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 118,306 1.66 5,649 -5.23
2025-08-27 NP TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 11,332 4.68 598 15.22
2025-06-27 NP CVSIX - 卡拉莫斯市场中性收益基金 A 类 150,779 1.13 7,200 -5.75
2025-08-14 13F 简街集团有限责任公司 Call 413,500 51.97 21,825 67.07
2025-08-26 NP 主要投资组合 - 标准普尔 500 指数主要投资组合 456,985 2.22 24,120 12.37
2025-08-12 13F 关闭资产管理有限公司 900 0
2025-08-05 13F 美国资本咨询有限责任公司 10 1
2025-07-23 13F 钢峰财富管理有限公司 73,861 3,898
2025-08-13 13F 殖民地信托公司 / SC 2,010 0.10 106 10.42
2025-07-03 13F 南方信托公司 9,523 503
2025-08-26 NP FDL - 第一信托晨星股息领先指数基金 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 679,864 35,883
2025-08-11 13F GW&K 投资管理有限公司 298 41.90 0
2025-07-31 13F 基点资本管理公司，ULC 5,575 294
2025-08-26 NP IVE - iShares S&P 500 价值 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 765,788 2.97 40,418 13.20
2025-08-28 NP IWR - iShares Russell 中型 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 1,663,520 3.18 87,801 13.44
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 541,801 11.99 26,153 14.53
2025-08-26 NP INGIX - Voya 美国股票指数投资组合 I 类 39,013 5.72 2,059 16.26
2025-07-30 NP HLAL - 瓦赫德富时美国伊斯兰教法 ETF 12,734 9.02 615 11.43
2025-07-29 13F 积极财富管理 37 23.33 2 0.00
2025-07-29 13F 阿尔伯特·D·梅森公司 5,317 0.91 281 11.11
2025-08-14 13F 汉考克·惠特尼公司 14,056 0.27 742 10.27
2025-08-01 13F 咨询阿尔法有限责任公司 8,094 1.34 427 11.49
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 244,081 1.31 12,883 11.38
2025-08-12 13F 国家信托银行 1,117 165.95 59 190.00
2025-07-29 NP MDPL-君主股息加指数 ETF 40,865 6.21 1,973 8.59
2025-07-22 13F 梅里特金融集团有限责任公司 10,127 24.50 534 36.92
2025-08-13 13F 哈特里合伙人有限合伙人 Call 5,000 288
2025-08-13 13F 哈特里合伙人有限合伙人 25,000 1,320
2025-08-27 NP HCIGX - 机构成长股票投资组合 HC 战略股票 25,299 5.06 1,335 15.48
2025-05-14 13F 法国农业信贷银行 144,242 7.77 6,925 2.43
2025-07-29 NP VADCX - Invesco 等权重标普 500 基金 C 类 270,356 1.87 13,050 4.18
2025-08-05 13F 西格玛规划公司 27,487 5.77 1,451 16.28
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 2,470 53.13 117 31.82
2025-06-24 NP MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 14,788 0.81 706 -5.99
2025-07-30 13F 达戴维森公司 53,593 83.78 2,829 102.00
2025-07-22 13F 切奇资本顾问有限公司 6,654 0.85 351 11.08
2025-08-26 NP AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 1,068 1.14 56 12.00
2025-08-28 NP SPYD - SPDR(R) 投资组合 S&P 500 高股息 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,798,234 2.91 94,911 13.14
2025-08-14 13F FIL有限公司 516,693 124.65 27,271 146.98
2025-07-11 13F 国际私人财富顾问有限公司 7,496 396
2025-06-26 NP TCAAX - Thrivent 适度保守配置基金 A 类 127 89.55 6 100.00
2025-08-14 13F Nissay 资产管理公司 /日本/ /adv 61,596 0.59 3,251 10.62
2025-07-25 13F 阿斯托里亚投资组合顾问有限责任公司。 7,342 1.84 407 17.63
2025-08-08 13F Advyzon投资管理有限责任公司 6,315 1.23 333 11.37
2025-07-24 13F 卡伦家族办公室有限责任公司 8,998 475
2025-05-27 NP FCFY - First Trust S&P 500 多元化自由现金流 ETF 211 0.96 10 0.00
2025-07-09 13F 布鲁斯·艾伦投资有限责任公司 291 49.23 15 66.67
2025-07-24 13F 布莱尔·威廉公司 89,927 3.08 4,746 13.32
2025-07-11 13F 贝尔银行 172,487 2.96 9,104 13.18
2025-08-12 13F 瑞士国家银行 1,453,400 7.69 76,710 18.39
2025-08-27 NP RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 743 286.98 39 333.33
2025-07-29 NP PTL-Inspire 500 ETF 11,695 18.11 565 20.77
2025-07-31 13F 哈特福德财务管理公司 206 0.98 11 11.11
2025-03-27 NP 富国银行主信托 - 富国银行大型公司价值投资组合大型公司价值投资组合 19,778 52.22 1,013 32.94
2025-06-25 NP FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 114,617 2.35 5,473 -4.60
2025-07-25 NP SCHD - 嘉信美国股息股票 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,661,319 659,432
2025-08-12 13F CIBC 私人财富集团有限责任公司 29,696 2.22 1,567 29.08
2025-07-17 13F CWA资产管理集团有限责任公司 6,408 6.04 338 16.55
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 29,393 5.01 1,551 15.49
2025-06-26 NP DFAU - 维度美国核心股票市场 ETF 72,138 62.04 3,445 51.05
2025-08-18 13F 前排顾问有限责任公司 35 2
2025-07-29 NP LCIAX - Siit 大盘指数基金 - A 类 17,179 21.16 829 23.92
2025-08-13 13F 帕特里克·M·斯威尼联合公司 6,697 8.54 370 25.00
2025-08-27 NP VTSMX - 先锋总股票市场指数基金投资者份额 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 15,438,167 2.06 814,826 12.20
2025-08-29 NP STRV - Strive 500 ETF 8,194 5.69 432 16.13
2025-07-30 13F 生命财富投资有限公司 8,484 448
2025-08-14 13F 第一资产管理有限公司 14,369 747
2025-07-24 13F Cyndeo 财富合作伙伴有限责任公司 225,284 0.09 240 4.82
2025-08-01 13F 马克尔公司 1,573,800 1.45 83,065 11.53
2025-07-15 13F 巴伦坦合作伙伴有限责任公司 8,510 26.26 449 39.01
2025-08-14 13F 美世全球顾问公司 /adv 49,645 6.98 2,620 17.65
2025-08-13 13F 象限资本集团有限公司 22,888 60.80 1,208 76.87
2025-08-14 13F 格伦鹰顾问有限公司 138 89.04 7 133.33
2025-08-25 NP KNGZ - 美国股票股息选择 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,890 15.14 364 26.48
2025-07-28 NP UGE - ProShares 超级消费品 2,065 98.18 100 102.04
2025-07-09 13F 捷克国家银行 117,439 6.85 6,198 17.48
2025-07-29 NP 古根海姆战略机会基金 339 4.63 16 6.67
2025-08-27 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 Short -24,337 25.61 -1,285 38.06
2025-08-25 13F/A 路博迈伯曼集团有限责任公司 61,767 12.62 3,260 23.81
2025-06-26 NP FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 21,127 9.92 1,009 2.44
2025-08-14 13F 惠灵顿管理集团有限责任公司 28,112,813 12.70 1,483,794 23.90
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 93 4
2025-08-20 NP QMHIX - AQR 管理期货策略 HV 基金 I 类 Short -30,850 -1.80 -1,628 7.96
2025-07-22 13F Eads & Heald 财富管理 11,480 0.76 1
2025-08-13 13F 西北互助财富管理公司 93,385 229.31 4,929 262.09
2025-05-29 NP HSGFX - 赫斯曼战略增长基金 50,000 316.67 2,400 165.19
2025-05-15 13F 德克萨斯州永久学校基金 51,211 2,445
2025-08-29 NP RAFE - PIMCO RAFI ESG 美国 ETF 6,705 16.59 354 27.90
2025-06-26 NP IMCB - iShares 晨星中型 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 44,600 1.51 2,130 -5.38
2025-08-05 13F 斯卡伯勒顾问有限责任公司 137 7
2025-08-12 13F 奥肖内西资产管理有限公司 87,174 112.33 4,601 133.43
2025-08-14 13F 富国银行/百万 480,808 10.53 25,377 21.51
2025-08-14 13F 富国银行/百万 Put 500 26
2025-08-28 NP CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF 75,299 1.67 3,974 11.79
2025-04-01 NP CVY - Invesco Zacks 多资产收益 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 22,848 17.39 1,171 8.94
2025-08-05 13F Mma资产管理有限公司 9,402 35.75 496 49.40
2025-08-14 13F 科恩与斯蒂尔斯公司 63,317 3,232.47 3
2025-08-28 NP 指数 - S&P 500(R) 等权重空载股 1,391 2.13 73 12.31
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 10,649 5.60 562 16.12
2025-07-16 13F 签名有限责任公司 16,249 6.90 858 17.56
2025-08-18 13F 新咨询服务有限责任公司 1,144 0.09 60 11.11
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 49,922 0.89 2,384 -5.96
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 35,760 2.69 1,726 5.05
2025-08-11 13F WPG顾问有限责任公司 564 128.34 30 163.64
2025-08-13 13F 诚信合作伙伴有限责任公司 288,410 10.52 15,222 21.50
2025-08-27 NP TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 2,834 1.54 150 12.03
2025-08-26 NP EHLS - 均势多空 ETF Short -3,207 -169
2025-06-18 NP RTXAX - 税务管理实物资产基金 A 类 29,724 34.55 1,419 25.46
2025-06-25 NP FSTA - 富达 MSCI 必需消费品指数 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 241,810 10.51 11,546 3.01
2025-08-13 13F RSM美国财富管理有限公司 11,893 19.96 628 32.00
2025-07-23 13F Klp资本管理公司 481,338 6.36 25,405 16.93
2025-06-26 NP DFUS - 维度美国股票 ETF 123,479 43.67 5,896 33.94
2025-08-04 13F IFG 咨询有限责任公司 22,792 0.65 1,203 10.58
2025-07-29 NP SDLAX - SIIT 动态资产配置基金 - A 类 12,773 18.58 617 21.26
2025-07-25 NP SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 242,693 1.35 11,715 3.65
2025-07-31 13F Ag2r La Mondiale 资产管理公司 22,605 8.26 1,193 18.47
2025-08-12 13F 维度基金顾问有限公司 3,480,885 15.42 183,699 26.88
2025-08-27 NP 保诚系列基金 - 全球投资组合 I 类 2,656 140
2025-07-17 13F XML 金融有限责任公司 4,750 251
2025-08-01 13F Envestnet资产管理公司 101,348 18.13 5,349 29.86
2025-08-08 13F 创意策划 107,458 56.88 5,672 72.48
2025-08-07 13F 中西部信托公司 3,863 204
2025-08-14 13F 塞伊投资公司 191,633 41.08 10,116 55.14
2025-07-18 13F SOA 财富顾问有限责任公司。 477 25
2025-05-29 NP PABAX - Putnam动态资产配置平衡基金A类股票 14,278 6.79 685 1.48
2025-08-14 13F 哥谭资产管理有限公司 320,413 117.90 16,911 139.57
2025-07-29 13F 东方投资合作伙伴有限公司 26,773 1,413
2025-08-15 NP Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 290,247 662.36 15,319 738.48
2025-07-29 13F LMG 财富合作伙伴有限责任公司 57,618 1.85 3,041 11.97
2025-08-12 13F 嘉信理财投资管理公司 18,076,118 3.56 954,058 13.85
2025-07-24 NP SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF 44,354 19.33 2,141 22.01
2025-07-14 13F 美国资本财富顾问有限公司 4,876 257
2025-07-21 13F ASR资产管理公司 152,223 0.63 8,034 10.65
2025-08-12 13F SRS 资本顾问公司 249 40.68 26 225.00
2025-07-30 13F 论坛财务管理有限合伙人 12,259 37.85 647 51.88
2025-07-30 NP AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 53,637 21.55 2,589 24.35
2025-08-13 13F 史密斯摩尔公司 7,695 22.41 406 34.88
2025-07-25 13F 第五第三财富顾问有限责任公司 6,153 16.18 325 27.56
2025-07-22 13F 雪松山顾问有限责任公司 150 8
2025-06-26 NP JHMM - 约翰汉考克多因素中型 ETF 94,934 4,533
2025-08-14 13F 韦斯资产管理有限公司 25,000 1,320
2025-07-11 13F 阿塞纳贡资产管理公司 44,660 89.61 2,357 108.58
2025-08-28 NP VSDA - VictoryShares 股息加速器 ETF 118,894 12.91 6,275 24.13
2025-07-11 13F/A Umb Bank 北美/月 5,971 2.51 315 12.90
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 144,250 0.45 6,963 2.73
2025-07-24 13F 标准人寿安本有限公司 281,456 5.91 14,855 16.31
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 688,036 8.82 33,211 11.29
2025-08-08 13F Mjp 联营公司 /adv 3,942 208
2025-08-04 13F 阿拉巴马州退休制度 103,095 0.26 5,441 10.23
2025-08-15 13F Kestra 咨询服务有限责任公司 20,342 8.05 1,074 18.83
2025-08-28 NP INFL - Horizon Kinetics 通胀受益人 ETF 397,433 7.35 20,977 18.02
2025-06-27 NP PKW - 景顺回购成功者 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 228,555 10,914
2025-07-31 13F 财通国际资产管理有限公司 123 778.57 6
2025-08-28 NP CBHAX - 胜利市场中性收益基金 A 类 129,056 151.01 6,812 175.97
2025-06-26 NP FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 163,626 2.63 7,813 -4.33
2025-08-20 NP AQMIX - AQR 管理期货策略基金 I 类 Short -64,689 -31.20 -3,414 -24.35
2025-08-13 13F Edgestream 合伙人有限合伙人 183,146 212.29 9,666 243.37
2025-08-21 NP MOO - VanEck Vectors 农业综合企业 ETF 721,698 9.24 38,091 20.09
2025-08-14 13F 道富银行 34,617,404 0.65 1,827,107 10.65
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 19,513 1.16 1,030 11.12
2025-06-26 NP NUMV - Nuveen ESG 中盘价值 ETF 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 139,476 6,660
2025-08-28 NP SDY - SPDR(R) S&P(R) 股息 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,260,043 0.24 277,625 10.20
2025-08-14 13F 阳光地带证券公司 3,363 6.80 170 11.92
2025-07-24 NP EVUS - iShares ESG Aware MSCI 美国价值 ETF 1,091 152.55 53 160.00
2025-08-29 NP DLN - WisdomTree 美国大型股红利基金 不适用 140,448 2.95 7,413 13.18
2025-07-30 NP SDOG - ALPS 行业股息狗 ETF 503,384 7.74 24,298 10.18
2025-08-26 NP IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 39,042 2.14 2,061 12.26
2025-07-14 13F 农商投资公司 2,770 396.42 146 461.54
2025-07-30 13F LGT 财务顾问有限责任公司 15 1
2025-08-05 13F 西区投资管理公司 226 197.37 12 266.67
2025-08-25 NP HIACX - 哈特福德资本增值 Hls 基金 Ia 246,760 51.98 13,024 67.09
2025-08-14 13F BTG Pactual SA 银行 11,790 622
2025-07-31 13F Wealthfront 顾问有限公司 131,200 212.57 6,925 243.62
2025-08-04 13F 创意金融设计公司 /adv 1,877 6.83 99 17.86
2025-08-08 13F 公民金融集团公司/ri 18,547 12.26 979 23.33
2025-08-11 13F 日兴资产管理美洲公司 15,134 0.41 799 10.37
2025-06-26 NP ACWI - iShares MSCI ACWI 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 124,966 8.46 5,967 1.10
2025-08-11 13F 经验金融有限责任公司 19,010 0.57 1,003 10.58
2025-08-14 13F 伍德莱合伙公司 561,878 1,289.79 29,656 1,428.61
2025-08-14 13F 地平线投资有限责任公司 18,946 117.10 1,000 139.00
2025-08-01 13F 瑞穗证券美国有限公司 33,202 1,752
2025-06-25 NP IMCV - iShares Morningstar 中盘价值 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 60,044 1.65 2,867 -5.25
2025-08-27 13F/A 布林克资本投资有限公司 49,064 43.86 2,590 58.16
2025-08-12 13F 伊芙琳合伙投资管理服务有限公司 709 28
2025-08-13 13F 峰会金融有限责任公司 16,957 1.65 895 11.75
2025-06-25 NP FXG - First Trust 必需消费品 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 249,041 1.46 11,892 -5.43
2025-08-11 13F 贝尔投资顾问公司 235 44.17 12 71.43
2025-05-12 13F Ccm投资集团有限责任公司 41,454 1,984
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 33,437 0.60 1,614 2.93
2025-08-07 13F 英杰华公司 360,197 6.51 19,011 17.09
2025-08-08 13F 新泽西州警察和消防员退休系统 72,345 4.53 3,818 14.93
2025-08-27 NP VTMFX - Vanguard 税务管理平衡基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,000 4.86 2,850 15.29
2025-08-12 13F 财富管理资本管理有限公司 30 500.00 2
2025-07-18 13F 巴特利特财富管理有限公司 734 11.38 39 22.58
2025-06-25 NP REVS - 哥伦比亚研究增强价值 ETF 4,485 11.93 214 4.39
2025-07-14 13F 伽玛投资有限责任公司 20,503 82.70 1,082 101.12
2025-07-25 13F 正义投资有限责任公司 69,082 57.83 3,646 73.54
2025-08-14 13F 韦克斯福德资本有限责任公司 13,294 702
2025-08-20 NP LSAAX - LoCorr 战略配置基金 A 类 241 62.84 13 71.43
2025-07-18 13F 鹰资本管理有限责任公司 7,317 0
2025-07-22 13F 灯塔财务咨询有限责任公司 18,505 1.01 977 11.04
2025-08-14 13F 维登咨询有限责任公司 42,128 16.07 2,224 27.61
2025-05-05 13F 林布鲁克资本有限公司 2,580 193.18 124 179.55
2025-08-27 NP RYTTX - 标准普尔 500 2x 策略基金 A 1,556 1.90 82 12.33
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 520,445 3.13 27,469 13.37
2025-07-24 NP HESGX - Horizon ESG 防御核心基金投资者类别 8,376 404
2025-08-27 NP PRAXIS FUNDS - Praxis Impact 大盘价值 ETF 1,463 77
2025-08-12 13F 塞拉峰会顾问有限公司 17,210 908
2025-07-30 NP APUE - ActivePassive 美国股票 ETF 7,004 21.89 338 24.72
2025-08-12 13F 摩根大通公司 2,101,930 36.46 110,940 50.02
2025-08-12 13F 摩根大通公司 Call 284,000 54.35 14,990 69.69
2025-04-01 NP XYLE - Global X S&P 500 ESG 备兑看涨 ETF 33 22.22 2 0.00
2025-08-12 13F 东京海洋资产管理有限公司 14,706 2.01 776 12.14
2025-08-28 NP DODGX - 道奇考克斯股票基金 3,409,806 179,970
2025-08-06 13F 真实财富设计有限责任公司 22 120.00 1
2025-07-30 13F 内华达州惠蒂尔信托公司 66 3
2025-08-14 13F 匡蒂诺资本管理有限公司 113,334 284.91 5,982 323.28
2025-07-28 NP SPXV - 标准普尔 500 前医疗保健 ETF 315 7.51 15 15.38
2025-08-14 13F 马斯特斯资本管理有限公司 Call 1,000,000 52,780
2025-07-30 13F 布鲁克斯通资本管理公司 3,916 207
2025-08-13 13F 定制索引系统有限公司 8,281 437
2025-07-31 13F 布莱顿琼斯有限公司 3,879 205
2025-04-30 13F 索福斯投资公司 128 2,460.00 6
2025-06-23 NP LVPIX - 大盘价值深度投资者类别 2,643 1,201.97 126 1,160.00
2025-03-27 NP WWIDX - 富国银行大型公司价值基金管理员课程 30,153 77.05 1,545 54.55
2025-07-22 13F 财富咨询合作伙伴有限责任公司 5,239 276
2025-05-28 NP DNLDX - 纽约梅隆银行活跃中型股基金 A 类 40,216 1,931
2025-08-06 13F NVWM有限公司 16 1
2025-06-26 NP 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 389 55.60 19 50.00
2025-08-14 13F Adage 资本合伙人有限公司 440,092 0.78 23,228 10.79
2025-08-13 13F 皇家基金管理有限责任公司 41,542 96.12 2,193 115.75
2025-08-14 13F 舍恩菲尔德战略顾问有限责任公司 464,986 4,081.53 24,542 4,504.32
2025-08-22 NP XAOKX - 指数 500 投资组合初始类别 155,384 0.69 8,201 10.70
2025-07-14 13F 芝加哥信托公司 12,895 681
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 117,833 7.67 6,219 18.39
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF 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 312,380 5.07 14,916 -2.06
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 32,117 6.97 1,695 17.63
2025-08-20 NP QRPNX - AQR 另类风险溢价基金 N 级 3,753 311.06 198 360.47
2025-08-12 13F 顾问资产管理公司 42,935 42.05 2,266 56.17
2025-08-28 NP HEJD - VictoryShares 对冲股票收益 ETF 6,012 58.25 317 74.18
2025-04-29 NP PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 226 24.86 11 11.11
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 174,532 24.02 9,212 36.34
2025-07-22 13F 遗产信托 6,152 0.46 325 10.20
2025-08-07 13F 埃弗哈特金融集团有限公司 4,106 217
2025-07-24 NP ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 32 2
2025-07-17 13F 珍尼·蒙哥马利·斯科特有限责任公司 243,579 0.51 13 9.09
2025-08-07 13F 肯塔基州教师退休制度 37,468 1.55 2 0.00
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 33,290 16.35 1,590 8.46
2025-06-26 NP AALGX - Thrivent 全球股票基金 A 类 1,870 149.00 89 102.27
2025-07-22 13F IMC-芝加哥有限责任公司 Call 438,600 1.79 23,149 11.90
2025-07-17 13F 非凡美分投资有限责任公司 94,659 0.26 4,996 10.24
2025-07-29 13F 国际资产投资管理有限公司 4,805 0.17 254 10.00
2025-08-06 13F 森吉咨询小组 45,662 27.93 2,204 29.19
2025-07-25 13F 阿波罗财富管理有限责任公司 7,450 35.55 393 49.43
2025-08-28 NP Spdr S&p 500 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 5,826,983 0.58 307,548 10.58
2025-08-27 NP 安联可变保险产品信托 - AZL DFA 美国核心股票基金 6,678 1,734.62 352 1,970.59
2025-07-29 NP VCSAX - 先锋消费必需品指数基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,615,294 5.88 77,970 8.28
2025-08-13 13F 挪威银行 6,446,506 340,247
2025-08-22 NP FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 77,156 43.03 4,072 57.28
2025-07-17 13F 投资研究与咨询集团有限公司 34,154 1.05 1,803 11.10
2025-06-30 NP QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF 7,629 16.96 364 8.98
2025-07-21 13F 未来资产环球投资有限公司 508,956 10.88 26,863 22.26
2025-08-06 13F 瑞索纳资产管理有限公司 195,703 7.51 10,280 17.73
2025-08-14 13F 基贝克财富管理有限责任公司 13,224 698
2025-08-13 13F 斑眼贸易有限责任公司 Put 117,600 15.52 6,207 26.99
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 658,667 11.43 34,764 22.50
2025-08-13 13F 斑眼贸易有限责任公司 Call 140,300 9.52 7,405 20.41
2025-07-10 13F 交易所交易概念有限公司 42,413 60.65 2,239 76.64
2025-06-26 NP FSUMX - 富达系列可持续美国市场基金 444 153.71 21 162.50
2025-07-28 13F 埃德姆普公司 6,723 3.40 355 13.46
2025-08-28 NP TOPC - iShares 标准普尔 500 指数 3% 上限 ETF 105 6
2025-08-26 NP TURF - T. Rowe Price 自然资源 ETF 4,907 259
2025-06-23 NP PPSFX - 大型股价值基金 III R-3 11,646 9.66 556 2.21
2025-07-28 NP MSLC - 摩根士丹利 Pathway 大盘股 ETF 16,863 7.58 814 10.01
2025-08-26 13F/A MASTERINVEST 资本投资有限公司 13,559 716
2025-08-01 13F Fjarde Ap-fonden /第四瑞典国家养老基金 64,243 8.07 3 50.00
2025-08-12 13F 三菱日联证券美国公司 10,648 25.70 562 38.42
2025-08-14 13F 雷蒙德詹姆斯金融公司 644,085 9.13 33,995 19.98
2025-08-28 NP DODWX - 道奇考克斯全球股票基金 1,061,899 56,047
2025-07-29 13F 港口资产规划有限公司 375 20
2025-07-15 13F MCF 顾问有限责任公司 16,093 261.07 849 298.59
2025-08-28 NP RAPAX - Cohen & Steers Real Assets Fund, Inc. A 类 25,681 62.64 1,355 36.73
2025-07-15 13F 北极星投资管理公司 1,092 1.11 58 11.76
2025-07-24 NP HNDRX - Horizon 定义风险基金投资者类别 7,310 8.31 353 10.69
2025-08-13 13F 国会财富管理有限责任公司/德国/ 13,241 699
2025-07-28 NP POWA - 景顺防御性股票 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 79,459 11.97 3,835 14.51
2025-03-27 NP COWZ - Pacer 美国现金牛 100 ETF 10,206,424 32.65 522,875 9.59
2025-08-14 13F 高盛集团公司 Put 357,300 6.31 18,858 16.87
2025-08-14 13F 核桃水平资本有限责任公司 Put 100,000 5,278
2025-08-28 NP VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 20,359 12.93 1,075 24.16
2025-08-14 13F 多伦多道明银行 194,792 16.13 10,281 27.68
2025-07-31 13F/A 亚飞财富 271 6.69 0
2025-06-26 NP DFAC - 维度美国核心股票 2 ETF 212,186 34.10 10,132 24.98
2025-07-24 13F 阿盖尔资本管理公司 20,575 0.98 1,086 10.94
2025-08-27 NP VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 170,495 1.77 8,999 11.87
2025-08-14 13F 核桃水平资本有限责任公司 196,708 10,382
2025-06-30 NP CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 13,348 1.76 637 -5.07
2025-07-15 13F 聚焦财富管理公司 5,345 0.04 282 10.16
2025-08-26 NP EQ ADVISORS TRUST - 1290 VT 自然资源投资组合 IB 级 5,192 4.01 274 14.64
2025-08-07 13F Zions Bancorporation，全国协会 /ut/ 2,469 2.96 130 13.04
2025-06-18 NP NMFAX - 全国动态美国成长基金 A 类 12,149 4.02 580 -3.01
2025-06-24 NP SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 79,349 16.48 3,789 8.54
2025-08-21 NP HAP - VanEck Vectors 自然资源 ETF 46,321 0.05 2,445 9.99
2025-08-08 13F 拉森金融集团有限责任公司 11,145 17.18 588 28.95
2025-08-11 13F 联合资本财务顾问有限公司 12,699 43.18 670 57.65
2025-08-14 13F 范埃克联合公司 1,086,261 6.70 57 18.75
2025-07-28 13F 港口投资公司 2,201 16.27 116 28.89
2025-08-14 13F 柯罗尼集团有限责任公司 32,503 11.07 1,716 22.15
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 887,485 0.53 42,839 2.81
2025-08-13 13F 资本基金管理公司 63,452 3,349
2025-08-26 NP XVV - iShares ESG 筛选的 S&P 500 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,178 24.27 221 36.65
2025-07-31 13F 莱维尔投资管理公司 3,987 210
2025-07-07 13F Versant 资本管理公司 534 176.68 28 211.11
2025-07-29 NP Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF 453 30.92 22 31.25
2025-08-08 13F 哈特兰有限公司 16,556 1.51 874 11.49
2025-06-24 NP ESG - FlexShares STOXX 美国 ESG 影响指数基金 This fund is a listed as child fund of Northern Trust 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 2,788 40.17 133 31.68
2025-07-25 NP SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 273,630 0.16 13,208 2.44
2025-08-26 NP EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 1,127 1.17 59 11.32
2025-08-14 13F CSS 有限公司/il 17,663 97.40 932 117.25
2025-07-22 13F 法雷奥财务顾问有限责任公司 7,276 384
2025-08-11 13F 罗斯柴尔德投资有限公司 2,232 9.73 118 20.62
2025-07-21 13F 克伦威尔控股有限公司 1,449 70.67 76 90.00
2025-08-14 13F 特扎资本管理有限责任公司 4,205 222
2025-08-19 13F 安佳投资管理有限公司 46,895 5.26 2,475 15.76
2025-06-26 NP MSTVX - 晨星另类基金 147 -30.99
2025-08-26 NP TFPN - 蓝图切萨皮克多资产趋势 ETF Short -3,393 -49.99 -179 -44.92
2025-08-26 13F/A 路德教会的 Thrivent 金融 33,717 0.39 2 0.00
2025-08-13 13F 基尔特集团有限公司 25 1
2025-07-31 13F 一号资产管理有限公司 200,645 1.63 10,590 11.73
2025-06-26 NP HMVAX - 哈特福德中型股价值基金 A 类 205,191 9,798
2025-08-26 NP 机构投资策略基金 36 38.46 2 0.00
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 6,037,031 0.81 291,407 3.10
2025-08-20 NP QCFIX - AQR CVX 融合基金 I 类 Short -442 -23
2025-08-28 NP SEIV - SEI 增强型美国大盘价值因子 ETF 25,908 3.20 1,367 13.44
2025-08-07 13F 米德咨询服务公司 5,147 2.41 272 12.45
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 21,313 3.51 1,029 5.87
2025-08-13 13F 耶鲁山投资顾问有限公司 681 36
2025-06-26 NP HFIGX - 哈特福德施罗德多元化增长基金 I 类 787 31.17 38 23.33
2025-08-25 NP MAINSTAY VP 基金信托 - MainStay VP 平衡投资组合初始类别 56,882 5.08 3,002 15.55
2025-08-08 13F 赋能咨询集团有限责任公司 1,590,341 9.18 83,938 20.03
2025-07-18 13F 那不勒斯全球顾问有限公司 20,770 5.80 1,096 16.35
2025-07-29 NP MPBLX - 纽约梅隆银行资产配置基金 M 类股票 2,150 74.09 104 77.59
2025-06-26 NP NUDV - Nuveen ESG 股息 ETF 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 2,556 76.03 122 64.86
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 58,436 7.78 2,821 10.20
2025-07-22 13F 焦耳金融有限责任公司 4,068 215
2025-08-11 13F 启发顾问有限责任公司 57,974 3,060
2025-07-29 NP VRVIX - Vanguard Russell 1000 价值指数基金机构股票 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 256,519 8.99 12,382 11.47
2025-06-26 NP TISPX - TIAA-CREF S&P 500 指数基金机构类别 102,322 6.67 4,886 -0.59
2025-08-14 13F 维维恩基金管理有限责任公司 Put 70,800 402.13 3,737 452.66
2025-08-14 13F 维维恩基金管理有限责任公司 Call 48,900 34.34 2,581 47.68
2025-08-14 13F 维维恩基金管理有限责任公司 258,028 634.31 13,619 707.23
2025-06-23 NP IYY - iShares 道琼斯美国 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 20,298 1.90 969 -5.00
2025-07-28 NP SPXT - S&P 500 除科技 ETF 2,886 4.60 139 6.92
2025-07-10 13F 锰服务 Vermogensbeheer BV 179,500 9
2025-08-22 NP PAPI - 参数股票溢价收入 ETF 23,129 37.42 1,221 50.99
2025-08-08 13F/A 斯特林资本管理有限公司 32,386 22.15 1,709 34.36
2025-06-26 NP CRQSX - 天主教责任投资股票指数基金机构股 44,349 15.35 2,118 7.52
2025-08-06 13F SNS 金融集团有限责任公司 11,357 3.17 599 13.45
2025-08-08 13F 加拿大邮政公司注册养老金计划 7,968 421
2025-08-20 NP QHFRX - AQR MS Fusion HV 基金 R6 类 Short -1,365 -72
2025-08-27 NP TIFF 投资计划 - TIFF 多元资产基金 Short -515 57.01 -27 80.00
2025-08-11 13F 派恩里奇顾问有限责任公司 116 0.87 6 20.00
2025-08-20 NP QSPIX - AQR 风格溢价另类基金 I 类 75,344 103.42 3,977 123.62
2025-08-14 13F 顾问操作系统有限责任公司 9,471 51.58 500 66.89
2025-04-29 NP FLOW - Global X US Cash Flow Kings 100 ETF 3,725 178.40 176 139.73
2025-06-18 NP RETSX - 税收管理的美国大盘基金 S 类 193,614 21.85 9,245 13.57
2025-08-13 13F 奥西亚姆 28,630 20.39 1,511 32.43
2025-06-25 NP FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 209,846 1.76 10,020 -5.15
2025-08-14 13F 澳大利亚金融合作伙伴公司 6,693 15.54 353 26.98
2025-05-23 NP 联邦保险系列 - 联邦管理波动性基金 II 主要股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,519 1.00 409 -4.23
2025-08-11 13F FineMark 国家银行和信托银行 17,594 0.13 929 10.08
2025-08-07 13F 三菱UFJ国际资产管理有限公司 1,005,582 2.93 53,075 13.15
2025-08-13 13F 道奇考克斯 6,549,624 345,689
2025-06-24 NP JNBAX - 摩根大通创收基金 A 类 79,572 3,800
2025-07-29 NP SCPAX - Siit 大盘纪律股票基金 - A 类 33,740 4.78 1,629 7.18
2025-07-24 13F 托莱多信托公司 Na /oh/ 613 32
2025-07-14 13F UMA 金融服务公司 32 2
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 9,690 16.51 463 8.45
2025-07-25 13F 我们是一七有限责任公司 8,151 1.61 430 11.69
2025-08-13 13F 朱白财富管理集团有限责任公司 698 61.20 37 80.00
2025-06-30 NP PEVC——Pacer PE/VC ETF 14 1
2025-08-14 13F 人类投资有限责任公司 99,376 90.88 5,245 109.88
2025-08-26 NP XUDV - 富兰克林美国股息乘数指数 ETF 4,887 2,555.98 258 3,112.50
2025-08-14 13F 核心第一银行与信托 33 2
2025-07-11 13F IFM 投资者有限公司 70,692 2.77 3,731 12.99
2025-08-14 13F/A 瑞士宝盛银行，苏黎世 1,202 13.40 63 10.53
2025-06-26 NP HBLAX - 哈特福德平衡收入基金 A 类 1,641,013 16.41 78,358 8.50
2025-08-14 13F 瑞银集团 Put 130,200 2.52 6,872 12.69
2025-08-14 13F 大和证券集团公司 83,983 5.30 4 33.33
2025-07-22 NP GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF 34,556 6.77 1,668 9.23
2025-07-17 13F 圭亚苏塔投资顾问公司 6,100 5.17 322 15.47
2025-08-14 13F 核心商品管理有限责任公司 77,123 2.26 4,071 12.43
2025-07-11 13F 格罗夫银行与信托 1,268 3.85 67 13.79
2025-07-28 NP AVLC - Avantis 美国大盘股票 ETF 10,710 8.60 517 10.97
2025-08-27 NP JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) 5,671 89.98 299 109.09
2025-08-27 NP SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 3,428 6.79 181 16.88
2025-07-29 NP SEIAX - SIIT 多元资产真实回报基金 - A 类 8,564 0.02 413 2.23
2025-08-12 13F 荷兰银行 0 0
2025-08-13 13F 亚利桑那州退休系统 140,341 1.41 7,407 11.50
2025-07-30 NP GDE - WisdomTree高效金加股票策略基金 N/A 1,203 325.09 58 346.15
2025-08-14 13F 骏利亨德森集团有限公司 117,297 144.58 6,190 169.72
2025-08-28 NP CSNR - Cohen & Steers 自然资源主动型 ETF 4,316 228
2025-07-22 NP GUSA - 高盛 MarketBeta 美国 1000 股票 ETF 16,125 0.16 778 2.50
2025-07-15 13F 修订者财富管理有限责任公司 7,520 16.44 412 32.58
2025-07-29 13F 私人信托公司 4,694 1.19 248 11.26
2025-08-20 NP QGMIX - AQR全球宏观基金I类 26,109 68.50 1,378 85.46
2025-06-26 NP FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 14,800 2.78 707 -4.21
2025-05-29 NP SHUS - 分层大盘对冲 ETF 2,148 1.95 103 -2.83
2025-08-05 13F 新方资本有限责任公司 159 35.90 8 60.00
2025-08-27 NP VIVAX - 先锋价值指数基金投资者股票 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 4,256,661 1.37 224,667 11.44
2025-07-02 13F 中央太平洋银行 - 信托部 12,400 15.89 654 27.49
2025-08-22 NP MAGA - Point Bridge GOP 股票追踪 ETF 3,788 200
2025-08-14 13F 斯塔莫斯资本合伙公司 14,709 40.11 776 53.97
2025-08-22 NP FSRRX - 富达战略实际回报基金 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 70,620 11.74 3,727 22.84
2025-07-29 NP VFTNX - 先锋富时社会指数基金机构股票 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 252,652 0.76 12,196 3.04
2025-07-24 NP ESGU - iShares ESG MSCI 美国 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 339,897 70.69 16,407 35.10
2025-08-28 NP ITOT - iShares Core S&P Total 美国股票市场 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 560,179 2.53 29,566 12.72
2025-08-14 13F 财务顾问网络公司 5,272 1.03 278 11.20
2025-08-06 13F 双创资本管理公司 41,809 2.25 2,207 12.38
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 30,871 0.33 1,474 -6.47
2025-07-30 13F 鲍嘉财富有限责任公司 275 1,733.33 15
2025-08-27 NP HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 491 43.15 26 56.25
2025-06-25 NP RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF 286,096 56.35 13,661 34.33
2025-08-14 13F 格伦维尤信托公司 3,838 203
2025-08-25 NP GEFPX - Gotham 增强型 500 Plus 基金机构类别 Short -96 -2.04 -5 25.00
2025-08-14 13F 加拿大皇家银行 1,835,341 61.68 96,869 77.75
2025-08-15 13F 科斯滕、赫斯曼和克拉布特里公司 17 1
2025-06-25 NP KNG - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income 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 1,085,328 4.70 51,824 -2.41
2025-04-01 NP DUBS - Aptus 大盘增强收益 ETF 2,992 4.62 153 -2.55
2025-06-26 NP TAAAX - Thrivent 积极配置基金 A 类 1,500 142.72 72 97.22
2025-08-14 13F ISAM 基金（英国）有限公司 32,433 1,712
2025-08-14 13F Qube研究与技术有限公司 Put 46,400 3,214.29 2,449 3,553.73
2025-08-14 13F Qube研究与技术有限公司 Call 74,900 4,305.88 3,953 4,780.25
2025-06-27 NP RSPS - Invesco S&P 500 等权重消费必需品 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 148,182 6.58 7,076 -0.66
2025-07-25 13F 俄勒冈州公务员退休基金 41,451 0.73 2,188 10.73
2025-07-29 NP VRNIX - Vanguard Russell 1000 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 73,018 6.05 3,525 8.46
2025-05-29 NP PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 1,226 6.70 59 0.00
2025-08-25 NP FTXG - First Trust 纳斯达克食品和饮料 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 25,473 18.09 1,344 29.86
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 2,077 10.60 99 3.13
2025-08-13 13F SageView 咨询集团有限责任公司 4,223 231
2025-07-28 NP AVMC - Avantis 美国中型股票 ETF 8,067 11.32 389 13.74
2025-05-15 13F 乐天投资管理公司 43,738 59.68 2,094 27.39
2025-07-11 13F Global X 日本株式会社 12,265 2.32 647 12.52
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 46,835 2.35 2,472 12.52
2025-08-11 13F 野村资产管理有限公司 923,449 2.69 48,740 12.89
2025-08-07 13F 伊利诺伊州市政退休基金 196,321 3.53 10,362 13.81
2025-08-13 13F 佛罗里达州退休系统国家管理局 497,602 1.08 26,263 11.13
2025-08-08 13F 奥戈雷克·安东尼·约瑟夫 /ny/ /adv 148 28.70 0
2025-08-11 13F 德汇惠特尼信托有限责任公司 3,857 204
2025-07-17 13F 百年财富咨询有限责任公司 12,512 660
2025-08-14 13F 财务咨询服务公司 6,985 1.06 369 11.18
2025-07-11 13F 永久有限公司 4,300 227
2025-08-11 13F 授权基金有限责任公司 63,404 23.55 3,346 35.85
2025-07-30 13F 道德公司 24,141 0.68 1,255 8.57
2025-08-13 13F 帕纳戈拉资产管理公司 3,975 210
2025-06-26 NP NULV - Nuveen ESG 大盘价值 ETF 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 323,278 0.89 15,437 -5.96
2025-08-27 NP SSPY - 分层大盘指数 ETF 8,768 16.21 463 27.62
2025-08-05 13F Versor投资有限公司 4,371 231
2025-08-04 13F Daymark 财富合作伙伴有限公司 3,828 202
2025-07-29 NP VOOV - Vanguard S&P 500 价值指数基金 ETF 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 111,085 0.60 5,362 2.90
2025-05-23 NP FOVL - iShares 聚焦价值因子 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 10,060 0.11 483 -4.93
2025-08-06 13F 梅蒂斯全球合作伙伴有限责任公司 66,748 10.42 3,523 21.36
2025-08-26 NP MDIV - 多资产多元化收益指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,762 1,624
2025-08-26 NP KXI - iShares 全球必需消费品 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 106,664 15.45 5,630 26.92
2025-07-28 13F Sagespring 财富合伙人有限责任公司 8,364 38.87 441 52.60
2025-08-06 13F 普洛斯佩拉金融服务公司 78,730 4,156
2025-06-18 NP RWSIX - Redwood 系统宏观趋势（“SMarT”）基金 I 类 32,399 1,547
2025-08-12 13F 科尔德斯特里姆资本管理公司 6,524 13.98 344 25.55
2025-08-12 13F DnB 资产管理公司 120,914 4.92 6,382 15.35
2025-07-10 13F NorthCrest 资产管理有限责任公司 4,770 264
2025-06-26 NP FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 143,441 0.46 6,849 -6.36
2025-08-29 NP WOMN -影响力股票 YWCA 女性赋权 ETF 1,323 1.53 70 11.29
2025-08-26 NP IWB - iShares Russell 1000 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 346,741 0.66 18,301 10.66
2025-08-06 13F 梵克雅宝资产管理公司 15,363 8.56 811 19.29
2025-08-13 13F 加州公务员退休制度 811,293 4.89 42,820 15.32
2025-08-11 13F HighTower 顾问有限责任公司 96,984 5.34 5,119 15.79
2025-08-12 13F AlphaCore资本有限责任公司 3,161 14.95 167 25.76
2025-08-11 13F HighTower 顾问有限责任公司 Call 2,400 4
2025-08-15 13F Binnacle投资公司 93 232.14 5 300.00
2025-08-12 13F 西北互助投资管理公司 15,326 0.69 809 10.68
2025-08-14 13F 普莱斯 T Rowe Associates Inc /md/ 713,593 0.51 38 8.82
2025-08-15 13F 摩根士丹利 7,049,836 4.96 372,091 15.39
2025-08-07 13F 苏黎世州银行 (Zurcher Kantonalbank) 170,822 2.69 9,016 12.89
2025-08-13 13F 琼斯金融公司有限责任公司 18,791 14.49 977 24.33
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 85,150 2.11 4,494 12.27
2025-03-28 NP PBJ - Invesco Dynamic Food & Beverage 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 52,770 0.81 2,703 -6.47
2025-07-16 13F Highline Wealth Partners有限责任公司 48 6.67 3 0.00
2025-07-16 13F/A CX 机构 4,304 240.24 0
2025-06-23 NP 规模 - iShares Edge MSCI 美国规模因子 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 11,623 7.25 555 -0.18
2025-08-13 13F 贝尔德金融集团有限公司 120,933 6.96 6,383 17.58
2025-08-26 NP QCEQRX - 股票指数账户类别 R1 234,137 14.90 12,358 26.31
2025-08-14 13F Optiver控股有限公司 1 0
2025-08-14 13F Optiver控股有限公司 Put 400 300.00 21 425.00
2025-08-12 13F 恒线顾问公司 1,010,004 2.98 53,308 13.21
2025-08-14 13F Optiver控股有限公司 Call 800 14.29 42 27.27
2025-07-10 13F 斯托尔珀公司 34,443 2.23 2 0.00
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 48,107 22.94 2,322 25.79
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 561,221 12.15 26,798 4.53
2025-07-31 13F CVA 家族办公室有限责任公司 3,494 19.17 184 31.43
2025-08-06 13F AE 财富管理有限责任公司 369,872 1,201.50 19,522 1,331.16
2025-08-28 NP SSTIX - 道富总回报 VIS 基金 1 类股票 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 2,842 14.97 150 27.12
2025-08-11 13F 战略财富伙伴有限公司 1,106 58
2025-07-25 NP URTH - iShares MSCI 世界 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 31,370 6.00 1,514 8.45
2025-06-26 NP 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 21,176 180.22 1,011 142.45
2025-07-09 13F 万通信托公司 Fsb/adv 2,650 35.34 140 47.87
2025-08-28 13F/A 拉瓦卡资本有限公司 2,042 1.04 108 10.31
2025-08-08 13F SG美洲证券有限责任公司 22,901 230.27 1
2025-08-08 13F 凤凰财富顾问 6,664 0.62 352 10.73
2025-08-14 13F 金洛克资本有限责任公司 70,661 3.10 3,729 13.34
2025-08-13 13F M&T银行公司 38,674 10.70 2,041 21.65
2025-08-15 13F Captrust 财务顾问 60,902 10.41 3,214 21.37
2025-07-28 NP UPRO - ProShares UltraPro S&P500 24,500 15.88 1,183 18.56
2025-08-08 13F 乌龟投资管理有限公司 17 1
2025-08-11 13F 道明沃特豪斯加拿大公司 85,566 15.43 4,654 30.77
2025-07-14 13F 里奇伍德投资有限责任公司 Call 2,100 11
2025-08-14 13F 坚定资本管理有限公司 840,500 44,362
2025-07-30 13F 杏财富有限责任公司 65,406 18.49 3,452 30.26
2025-08-14 13F Principia 财富咨询有限公司 20 42.86 1
2025-08-07 13F 虎钳技术公司 6,324 334
2025-08-28 NP DODBX - 道奇考克斯平衡基金 381,978 20,161
2025-06-26 NP FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,611,888 7.15 76,968 -0.13
2025-03-31 NP VIG - 先锋股息增值指数基金 ETF 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 2,624,447 1.49 134,450 -5.82
2025-03-27 NP PTLC - Pacer Trendpilot 美国大盘 ETF 32,925 6.37 1,687 -12.14
2025-07-24 NP EUSA - iShares MSCI 美国等权重 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 56,333 35.72 2,719 38.80
2025-04-29 NP WPGHX - WPG Partners 精选对冲基金机构 0 -100.00 0 -100.00
2025-07-25 13F 比尔·费夫联营公司 4,837 0.23 255 10.39
2025-08-28 NP SLGAX - SIMT 大盘基金 F 类 44,160 35.01 2,331 48.41
2025-07-24 13F 应用资本有限责任公司/佛罗里达州 14,892 10.27 786 21.30
2025-08-14 13F SummitTX Capital，LP 19,900 292.89 1,050 332.10
2025-08-13 13F Natixis 顾问有限公司 124,418 13.87 7 20.00
2025-08-14 13F 美国银行 /de/ Put 184,500 0.65 9,738 10.65
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 477,986 2.58 23,072 4.91
2025-08-12 13F 帕瑟顾问公司 50,583 49.63 2,670 64.45
2025-08-13 13F 克雷塞特资产管理有限责任公司 19,473 4.49 1,028 14.88
2025-08-14 13F 美国银行 /de/ Call 176,700 17.18 9,326 28.83
2025-06-30 NP SPDV - AAM S&P 500 高股息价值 ETF 26,434 13.66 1,262 5.96
2025-08-14 13F 美国银行 /de/ 2,107,531 5.96 111,236 16.49
2025-07-25 NP SNPE - Xtrackers S&P 500 ESG ETF 25,906 13.37 1,250 15.96
2025-07-10 13F 穆迪国家银行信托部 4,956 7.67 262 18.64
2025-07-25 NP SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF 1,811 2.20 87 4.82
2025-08-13 13F 箭街资本有限合伙企业 453,845 51.24 23,954 66.27
2025-08-07 13F Kestra 私人财富服务有限公司 20,630 49.19 1,089 64.10
2025-08-12 13F 克利尔街市场有限责任公司 424 22
2025-06-26 NP THMAX - Thrivent适度配置基金A类 948 145.60 45 104.55
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 309,836 1.23 14,795 -5.64
2025-08-26 NP VVIPX - Voya VACS 指数 S 系列投资组合 36,644 0.70 1,934 10.70
2025-07-30 13F 阿维迪安财富解决方案有限责任公司 13,113 4.05 692 14.38
2025-08-29 NP Gamco 自然资源、黄金和收入信托 39,200 3.16 2,069 13.38
2025-08-29 NP EPS - WisdomTree 美国大型基金 不适用 21,612 10.33 1,141 21.28
2025-08-14 13F 沃伦·艾弗里特资产管理有限责任公司 61,032 12.09 3,221 23.22
2025-08-04 13F 奎克财富管理有限责任公司 8 0
2025-07-18 13F PFG 投资有限责任公司 7,896 21.40 417 33.33
2025-08-25 NP DWSH - AdvisorShares Dorsey Wright 空头 ETF 0 -100.00 0 -100.00
2025-06-26 NP DCOR - 维度美国核心股票 1 ETF 7,057 608.53 337 558.82
2025-08-20 NP QMFNX - AQR MS 融合基金 N 类 Short -1,230 -65
2025-06-27 NP SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 12,581 6.90 601 -0.33
2025-07-17 13F G&S资本有限责任公司 13,071 5.61 690 15.99
2025-07-24 NP NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF 20 1
2025-08-14 13F 瑞银资产管理美洲公司 2,572,972 14.14 135,801 25.48
2025-08-04 13F 俄亥俄州 11,425 603
2025-08-13 13F 华尔街眼资本有限责任公司 Put 140,100 94.31 7,394 113.64
2025-08-27 NP VFINX - Vanguard 500 指数基金投资者股票 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 13,638,520 2.60 719,841 12.80
2025-06-26 NP TMAAX - Thrivent 适度激进配置基金 A 类 1,465 176.42 70 122.58
2025-07-31 13F 尼萨投资顾问有限公司 136,682 2.77 7,214 12.98
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 6,530 12.37 346 24.01
2025-07-31 13F 西密歇根顾问有限公司 4,341 229
2025-07-14 13F 里奇伍德投资有限责任公司 28,586 0.73 1,509 18.83
2025-06-30 NP PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,441 21.09 69 13.33
2025-08-14 13F 海特对冲资产管理有限责任公司 18,821 993
2025-08-14 13F 西门子基金投资有限公司 6,769 17.91 357 29.82
2025-08-12 13F 内梅斯拉什集团有限责任公司 431 1.17 23 10.00
2025-07-29 13F 私人财富管理集团有限责任公司 306 0.66 16 14.29
2025-06-23 NP CNPIX - 消费品超行业深度投资者类别 1,746 129.13 83 112.82
2025-08-06 13F 北方资本有限公司 241 0.84 13 9.09
2025-08-11 13F 科维斯特有限公司 4,761 11.37 0
2025-06-23 NP IYK - iShares 美国消费品 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 326,348 19.18 15,583 11.09
2025-08-06 13F 加拿大钱斯勒金融集团 WB LP 13,463 0.18 711 10.08
2025-08-14 13F Scopus 资产管理有限公司 Call 49,200 2,597
2025-07-31 13F 林登托马斯咨询服务有限责任公司 4,906 259
2025-07-14 13F AdvisorNet 金融公司 1,174 0.60 62 8.93
2025-07-29 NP SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF 19,220 15.88 928 18.54
2025-06-26 NP DXUV-美国维度矢量股票 ETF 1,546 28.83 74 19.67
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
2025-08-14 13F 瓦赫德投资有限责任公司 12,994 4.93 686 15.32
2025-07-11 13F 布滕斯基和科恩金融安全公司 66,856 6.20 3,529 16.74
2025-08-14 13F 霍华德休斯医学院 103 5
2025-06-26 NP ETLGX - E*TRADE 免费大盘指数基金 79 4
2025-07-28 NP ISPY - ProShares 标准普尔 500 高收益 ETF 7,537 17.73 364 20.20
2025-08-14 13F DRW 证券有限责任公司 71,053 15.65 3,750 27.16
2025-07-25 13F 红杉财务顾问有限责任公司 15,678 83.41 828 101.71
2025-05-01 13F Quest 10 财富建设者有限公司 167 1.21 8 0.00
2025-07-25 NP FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,018,789 23.02 49,177 25.81
2025-08-11 13F 布拉德利·福斯特和萨金特公司/ct 6,410 338
2025-07-29 NP ESGV - 先锋ESG美国股票ETF ETF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 103,546 0.20 4,998 2.48
2025-08-06 NP 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 9,498 701.52 501 794.64
2025-08-13 13F 双峰财富顾问有限责任公司 131 8
2025-07-18 13F PGGM 投资 830,238 94.83 44 115.00
2025-08-12 13F 路石控股有限责任公司 46,231 2.55 2,440 12.81
2025-07-15 13F 爱国者投资管理公司 5,892 311
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 7,964 3.66 420 14.13
2025-08-11 13F 西太平洋银行 733 38.04 39 52.00
2025-05-27 NP GFSYX - 机构战略另类基金 176 -4.86
2025-06-26 NP CVAR - 品种 ETF 1,785 85
2025-08-22 13F Cim投资管理公司 13,508 99.67 698 115.12
2025-08-26 NP UDIV - 富兰克林 LibertyQ 全球股息 ETF 1,612 16.81 85 28.79
2025-07-23 13F 马里兰州退休金系统 23,231 4.22 1,226 14.58
2025-08-06 13F 大西洋联合银行股份公司 2,013 106
2025-08-28 NP QCSTRX - 股票账户类别 R1 242,900 0.11 12,820 10.06
2025-08-14 13F EP 财富顾问公司 4,993 0.06 264 10.04
2025-08-14 13F 德肖公司 5,729 302
2025-08-08 13F 资本投资咨询服务有限责任公司 22,956 20.74 1,212 32.79
2025-08-13 13F 地理财富管理有限责任公司 740 2.49 39 14.71
2025-08-20 NP QLEIX - AQR 多空股票基金 I 类 Short -297,950 49.38 -15,726 64.23
2025-08-27 NP Jnl 系列信托 - Jnl/wmc 价值基金 (a) 291,308 6.11 15,375 16.65
2025-07-30 NP CCMG-CCM全球股票ETF 51,534 24.79 2,488 27.60
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 88,037 4,647
2025-08-07 13F 温思罗普资本管理有限公司 7 0
2025-08-14 13F 两西格码投资有限合伙人 77,493 35.09 4,090 48.57
2025-08-14 NP FLCGX - QUANTEX FUND 零售类 93 17.72 5 33.33
2025-08-20 NP QMNIX - AQR 股票市场中性基金 I 类 Short -147,032 101.62 -7,760 121.65
2025-07-25 13F 斯蒂芬斯咨询有限公司 19 1
2025-08-01 13F 纽约人寿投资管理有限公司 72,087 1.66 3,805 11.75
2025-08-05 13F 亨廷顿国家银行 23,393 3.45 1,235 13.73
2025-07-25 13F 北美社区银行 39,602 11.29 2,090 22.31
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 65,145 16.85 3,145 19.50
2025-05-29 NP KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund A 类股票 15,932 -38,033.33 761 -19,100.00
2025-08-14 13F Citadel 顾问有限公司 982,475 473.91 51,855 530.99
2025-08-08 13F 基金会投资顾问有限责任公司 4,343 0.77 229 11.17
2025-08-14 13F Citadel 顾问有限公司 Call 826,600 9.93 43,628 20.86
2025-06-24 NP SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,060,975 1.05 50,662 -5.81
2025-08-14 13F BI 资产管理 Fondsmaeglerselskab A/S 18,315 11.87 1
2025-07-28 13F 安联资产管理有限公司 598,476 61.20 31,588 77.22
2025-05-29 NP HSAFX - 赫斯曼战略配置基金 2,500 120
2025-08-27 NP VIMSX - 先锋中盘指数基金投资者股票 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 10,604,292 2.65 559,695 12.84
2025-08-29 NP SPXUX-WisdomTree 500 数字基金 N/A 115 202.63 6 500.00
2025-06-26 NP FVAL - 富达价值因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 76,700 17.84 3,662 9.84
2025-06-23 NP PLFMX - 大型股标准普尔 500 指数基金 R-3 84,307 2.08 4,026 -4.85
2025-07-30 13F 德纳利顾问有限公司 23,787 63.53 1,255 79.80
2025-07-25 NP PRDAX - 多元化实物资产基金 A 类 18,457 49.81 891 53.18
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 348,639 22.76 16,648 14.42
2025-08-13 13F 麦肯齐金融公司 69,086 24.49 3,646 36.86
2025-08-11 13F Pin Oak 投资顾问公司 0 0
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 25 1
2025-06-26 NP 贝莱德基金 - iShares 罗素中型股指数机构基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 82,360 1.01 3,933 -5.87
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 32,063 12.50 1,692 23.68
2025-07-29 13F 西德尔资产管理公司 13,385 9.35 706 20.27
2025-05-29 NP CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 1,179 107.94 57 100.00
2025-06-24 NP SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,310 3.24 731 -3.69
2025-07-16 13F MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 740,695 39,094
2025-08-27 NP VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 109,955 0.26 5,803 10.22
2025-08-14 13F 沃尔特拉技术有限公司 11,327 598
2025-08-22 NP MBAAX - 全球策略师投资组合 A 类股 1,729 2.43 91 12.35
2025-07-29 13F 芝加哥合伙人投资集团有限责任公司 38,549 0.13 2,167 17.58
2025-08-28 NP Humankind Benefit Corp - Humankind 美国股票 ETF 99,376 90.88 5,245 109.88
2025-08-12 13F Nuveen有限责任公司 1,721,059 1.63 90,837 11.72
2025-07-15 13F 第五第三银行 16,662 25.73 879 38.21
2025-08-14 13F 水手有限责任公司 81,815 8.25 4,317 18.96
2025-06-30 NP VWNDX - 先锋温莎基金投资者股票 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 3,007,663 48.60 143,616 38.51
Other Listings
IT:1ADM €54.71
GB:ADMD
GB:0JQQ US$62.26
MX:ADM
DE:ADM €52.93
AT:ARDA
CH:ADM
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