机构和基金投资人持股 - 买家
在自动数据处理公司中开设新头寸的主要持有者包括 FAGAX - 富达顾问成长机会基金 A 类, TWCGX - 成长基金投资者类别, Glenmede投资管理有限公司, RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF, FCTE - SMI 3Fourteen 全周期趋势 ETF, AFDIX - 可持续股票基金投资者类别, FDVV - 富达高股息 ETF, 瑞穗证券美国有限公司, MASTERINVEST 资本投资有限公司, VIHAX - 先锋国际高股息收益率指数基金 Admiral Shares, PRCOX - T. Rowe Price 美国股票研究基金, FLIIX - First State 全球上市基础设施基金 I 类, FDRR - 利率上涨的富达股息 ETF, 霍兰财富有限责任公司, Westerkirk资本公司, 中西部信托公司, FAOFX - 富达顾问系列增长机会基金, CHB 投资集团有限责任公司, 沃姆瑟兄弟管理公司, 和 TWBIX - 平衡基金投资者类别 .
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。
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| 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 132,411 | 0.57 | 41,039 | 1.53 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 175 | 54 | ||||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 3,617 | 1.03 | 1,118 | 2.01 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 16,831 | 1.00 | 5,190 | 1.94 | ||||
| 2025-08-13 | 13F | Certior 金融集团有限公司 | 1,484 | 11.83 | 458 | 12.84 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 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 | 67,823 | 20,388 | ||||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 158,348 | 3.13 | 48,835 | 4.10 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 848 | 124.93 | 262 | 126.96 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 919 | 6.61 | 278 | 9.49 | ||||
| 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 | 3,580 | 0.59 | 1,165 | 3.93 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 440,723 | 1.41 | 135,919 | 2.36 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 3,262 | 15.92 | 1,006 | 17.00 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 35,226 | 7.16 | 10,864 | 8.16 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 7,503 | 21.76 | 2,314 | 22.90 | ||||
| 2025-07-17 | 13F | RH 投资集团有限责任公司 | 17,579 | 1.18 | 5,421 | 2.13 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 1,745 | 6.08 | 538 | 7.17 | ||||
| 2025-08-20 | NP | LEQAX - LoCorr 动态股票基金 A 类 | Short | -2,405 | -742 | |||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 1,719 | 18.47 | 530 | 19.64 | ||||
| 2025-08-04 | 13F | REDW 财富有限责任公司 | 692 | 1.47 | 213 | 2.40 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 2,315 | 162.77 | 714 | 165.43 | ||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 39,235 | 0.32 | 12 | 9.09 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 2,135 | 64.23 | 1 | |||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 869 | 268 | -59.64 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态适度增长投资组合 IB 级 | 4,228 | 738.89 | 1,304 | 1,968.25 | ||||
| 2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 651 | 201 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/first State 全球基础设施基金 (a) | 66,435 | 581.38 | 8,339 | 738.83 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 1,182 | 104.50 | 385 | 110.99 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 55 | 17 | ||||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 1,722 | 2.99 | 531 | 4.12 | ||||
| 2025-08-14 | 13F | 都铎金融公司 | 1,384 | 0.14 | 427 | 0.95 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 184,092 | 21.28 | 56,774 | 22.42 | ||||
| 2025-07-15 | 13F | CHB 投资集团有限责任公司 | 12,236 | 4 | ||||||
| 2025-08-12 | 13F | 企业金融服务公司 | 4,595 | 1.21 | 1,417 | 2.16 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 107,302 | 60.22 | 33,092 | 61.72 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 4,329 | 1.14 | 1,335 | 2.14 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 19,981 | 7.02 | 6,162 | 8.03 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 9,265 | 0.11 | 2,857 | 1.06 | ||||
| 2025-08-14 | 13F | Bontempo Ohly 资本管理有限公司 | 15,955 | 1.14 | 4,921 | 2.10 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 5,026 | 3.61 | 1,529 | 4.37 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 1 | 0 | ||||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 426 | 26.04 | 132 | 28.16 | ||||
| 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 | 121,960 | 0.29 | 36,661 | -0.51 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 6,390 | 162.85 | 2,080 | 171.54 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 762 | 42.43 | 235 | 43.56 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 895 | 4.80 | 276 | 6.15 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,551 | 6.02 | 466 | 5.19 | ||||
| 2025-08-14 | 13F | 德肖公司 | 179,684 | 5.91 | 55,415 | 6.91 | ||||
| 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 | 55,648 | 17.34 | 18,115 | 21.19 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,048 | 23.88 | 323 | 25.19 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 231,756 | 0.30 | 71,474 | 1.24 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 17,400 | 295.45 | 5,366 | 299.26 | |||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 67,000 | 20,663 | ||||||
| 2025-07-18 | 13F | 九十一北美公司 | 165,286 | 35.30 | 50,974 | 36.58 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 34,325 | 0.32 | 10,586 | 1.25 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 1,809 | 5.30 | 558 | 6.30 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 3 | 1 | ||||||
| 2025-08-13 | 13F | 艾恩伍德投资管理有限公司 | 5,485 | 1.14 | 1,692 | 2.11 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 718 | 221 | ||||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 15,944 | 9.17 | 5,190 | 12.75 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 234 | 50.97 | 72 | 53.19 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 2,540 | 1.76 | 787 | 2.74 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 1,231 | 1.57 | 381 | 2.42 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 2,696 | 18.92 | 831 | 20.09 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 9,474 | 0.39 | 2,848 | -0.42 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 104 | 10.64 | 32 | 14.29 | ||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 3,927 | 2.32 | 1,211 | 3.33 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 70,333 | 7.38 | 21,691 | 8.39 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 6,217 | 2.14 | 1,924 | 5.19 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 1,149 | 354 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 国际指数基金 (I) | 5,870 | 35.22 | 737 | 66.52 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 1,429 | 1.49 | 441 | 2.33 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 2,677 | 0.41 | 826 | 2.10 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 520 | 22.35 | 160 | 24.03 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 2,721,642 | 71.20 | 839 | 72.99 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 249,187 | 0.75 | 76,849 | 1.70 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 12,756 | 5.27 | 3,834 | 4.44 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 864 | 266 | ||||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 18,517 | 311.03 | 5,711 | 314.97 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 4,265 | 0.71 | 1,303 | 5.17 | ||||
| 2025-08-27 | NP | VTMGX - 先锋发达市场指数基金 Admiral Shares | 348,529 | 23.54 | 43,696 | 52.15 | ||||
| 2025-07-25 | NP | SCHF - 嘉信国际股票 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 | 69,951 | 14.00 | 9,379 | 48.98 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 3 | 1 | ||||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 4,148 | 2.72 | 1,279 | 3.73 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 5,127 | 10.45 | 1,581 | 11.50 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 48,299 | 19.68 | 14,946 | 20.83 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 3,181 | 22.72 | 984 | 23.80 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 7,000 | 100.00 | 2,159 | 101.87 | |||
| 2025-08-27 | NP | 中证国际-卡尔弗特平衡基金A类 | 33,000 | 20.44 | 10,177 | 21.57 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 5,286 | 0.42 | 1,630 | 1.37 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 35 | 12.90 | 11 | 11.11 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 10,303 | 3.44 | 3,178 | 4.44 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 37 | 5.71 | 11 | 10.00 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 2,033 | 6,676.67 | 627 | 6,855.56 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 1,168 | 0.95 | 360 | 1.98 | ||||
| 2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 4,369 | 14.04 | 1,347 | 15.13 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 5,538 | 48.59 | 1,708 | 50.00 | ||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 28,188 | 0.71 | 8,693 | 1.66 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 5,774 | 6.53 | 1,781 | 7.55 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 175,000 | 483.33 | 53,970 | 488.81 | |||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 2,068 | 3.04 | 638 | 3.92 | ||||
| 2025-07-11 | 13F | 布伦德尔财务顾问有限责任公司 | 12,049 | 966.28 | 4 | |||||
| 2025-08-25 | NP | RGAVX - RARE 全球基础设施价值基金 A 类 | 20,357 | 103.59 | 2,552 | 150.93 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 63,277 | 6.28 | 20,599 | 9.77 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 18,000 | 291.30 | 5,551 | 295.09 | |||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 657 | 105.31 | 203 | 108.25 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 14,848 | 3.88 | 4,579 | 4.85 | ||||
| 2025-07-29 | 13F | 财务顾问有限责任公司 | 2,046 | 0.29 | 631 | 1.12 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 2,389 | 83.77 | 737 | 85.39 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 3,452 | 372.23 | 1,065 | 1,069.23 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 182,986 | 1.94 | 56,433 | 2.90 | ||||
| 2025-06-30 | NP | VGTSX - Vanguard Total International Stock Index Fund 投资者份额 | 453,151 | 0.74 | 56,665 | 10.55 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 14,524 | 26.03 | 4,366 | 25.04 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 37,710 | 0.12 | 11,630 | 1.06 | ||||
| 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 | 28,324 | 11.13 | 8,514 | 10.24 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 858 | 6.98 | 265 | 7.76 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 9,642 | 17.53 | 3,139 | 21.39 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 8,400 | 394.12 | 2,591 | 399.04 | |||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 8,509 | 0.56 | 2,624 | 2.26 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 10,700 | 42.67 | 3,300 | 44.00 | |||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 739 | 228 | ||||||
| 2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 10,451 | 36.06 | 3,402 | 40.58 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 2,415 | 9.82 | 745 | 10.88 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 3,450 | 6.81 | 1,064 | 7.81 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 2,053,075 | 4.44 | 633,168 | 5.42 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 1,186 | 0.25 | 366 | 1.11 | ||||
| 2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 3,126 | 2.06 | 964 | 3.10 | ||||
| 2025-04-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 19,020 | 0.66 | 5,995 | 3.36 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 301,780 | 20.52 | 93,069 | 21.66 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 6,316 | 13.52 | 1,719 | 0.82 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -164 | -51 | |||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 23 | 7 | ||||||
| 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 | 1,995 | 59.47 | 615 | 60.99 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 1,968 | 815.35 | 607 | 2,230.77 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 724 | 440 | ||||||
| 2025-08-07 | 13F | 桑切斯财富管理集团 | 1,312 | 0.46 | 405 | 1.51 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 846 | 0.59 | 261 | 1.56 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 4,773 | 15.85 | 1,472 | 16.93 | ||||
| 2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 918 | 0.44 | 283 | 1.43 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 MSCI EAFE 收益优势 ETF | 184 | 21.85 | 23 | 35.29 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 8,537 | 7.22 | 2,633 | 8.22 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 44,332 | 6.21 | 13,672 | 7.21 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 97,762 | 2.72 | 30,150 | 3.68 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 186 | 87.88 | 56 | 89.66 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 322 | 0.62 | 99 | 2.06 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 11,728 | 1.63 | 3,617 | 2.58 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 3,116 | 1.33 | 961 | 2.24 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 1,026 | 316 | ||||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 40,547 | 0.30 | 13,199 | 3.59 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 350 | 108 | ||||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 36,681 | 6.43 | 11,312 | 7.44 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 12,256 | 0.02 | 3,780 | 0.96 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 2,232 | 29.32 | 671 | 28.35 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 427,031 | 131.18 | 131,696 | 133.36 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 6,637 | 1.02 | 2,047 | 1.94 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 1,942 | 0.47 | 599 | 1.36 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 5,820 | 2 | ||||||
| 2025-08-12 | 13F | 国家信托银行 | 25 | 8.70 | 8 | 0.00 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 6,254 | 0.87 | 1,929 | 1.80 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 3,832 | 3.12 | 1,182 | 4.05 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 2,902 | 0.83 | 895 | 1.71 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 628 | 285.28 | 194 | 293.88 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 18,231 | 202.64 | 5,622 | 205.54 | ||||
| 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 | 26,519 | 7,972 | ||||||
| 2025-08-05 | 13F | TSFG有限公司 | 190 | 0.53 | 0 | |||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 80,030 | 62.99 | 24,681 | 64.52 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 655 | 18.02 | 202 | 19.53 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 4,323 | 41.32 | 1,333 | 42.72 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 84,490 | 2.91 | 26,057 | 3.87 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 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 | 202 | 61 | ||||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 1,847 | 0.44 | 570 | 5.57 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 1,437 | 14.59 | 443 | 15.67 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 241 | 9.05 | 74 | 10.45 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 7,242 | 2,233 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 146,100 | 40.21 | 45,057 | 41.53 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 57,600 | 172.99 | 17,764 | 175.57 | |||
| 2025-07-18 | 13F | 明智财富管理公司 | 989 | 4.99 | 305 | 5.92 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 3,306 | 1.32 | 1,012 | 5.75 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 20,259 | 16.11 | 6,248 | 17.20 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 201,448 | 62,127 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 4,625 | 10.28 | 1,426 | 11.32 | ||||
| 2025-08-26 | NP | FLEE - 富兰克林富时欧洲 ETF | 357 | 50.00 | 45 | 83.33 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 364,258 | 15.68 | 111,219 | 16.27 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 75,701 | 89.73 | 23,346 | 91.52 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 482,800 | 93.12 | 148,896 | 94.93 | |||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 5,849 | 3.95 | 1,813 | 4.92 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 1,393 | 1.83 | 430 | 2.88 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 85,700 | 60.49 | 26,430 | 61.99 | |||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 2,411 | 943.72 | 744 | 2,553.57 | ||||
| 2025-07-21 | 13F | Verus 金融合作伙伴公司 | 649 | 200 | ||||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 140,200 | 64.17 | 43,238 | 65.71 | |||
| 2025-08-08 | NP | TANDX - Castle Tandem 机构基金 | 2,100 | 31.25 | 648 | 32.58 | ||||
| 2025-08-06 | 13F | 自律投资者有限责任公司 | 1,102 | 0.27 | 340 | 1.19 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 554,500 | 20.44 | 171,008 | 21.57 | |||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 9,352 | 1.26 | 2,893 | 2.23 | ||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 3,271 | 9.65 | 1,009 | 10.65 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 801 | 7.52 | 247 | 8.81 | ||||
| 2025-07-22 | NP | GSEU - 高盛 ActiveBeta(R) 欧洲股票 ETF | 262 | 53.22 | 35 | 105.88 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 1,205 | 26.98 | 372 | 28.37 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 7,430 | 17.01 | 2,419 | 20.84 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 81 | 25 | ||||||
| 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 | 3,459 | 18.05 | 1,126 | 21.99 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 23,500 | 25.00 | 7,247 | 26.19 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 5,756 | 1.95 | 1,775 | 2.90 | ||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 25,747 | 2.40 | 7,940 | 3.36 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 2,600 | 802 | ||||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 80,063 | 0.35 | 24,692 | 1.29 | ||||
| 2025-07-09 | 13F | 海滨财富管理公司 | 1,494 | 1.01 | 461 | 1.77 | ||||
| 2025-06-26 | NP | TSONX - TIAA-CREF 社会选择国际股票基金机构级 | 20,137 | 2.31 | 2,518 | 12.31 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 17,027 | 5,251 | ||||||
| 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 | 205,811 | 1.08 | 66,998 | 4.40 | ||||
| 2025-07-16 | 13F | Meridian 投资顾问公司 | 3,588 | 3.61 | 1,107 | 4.54 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 1,548 | 0.13 | 477 | 2.58 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 4,907 | 0.70 | 1,513 | 1.68 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 25,569 | 3.77 | 7,886 | 4.76 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 145,877 | 2.48 | 47,487 | 5.85 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 6,913 | 2.64 | 2,132 | 5.70 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 3,772 | 0.05 | 1,163 | 1.04 | ||||
| 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 | 36,674 | 2.04 | 11,024 | 1.23 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 8,356 | 19.54 | 2,720 | 23.47 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 13,740 | 4,238 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,231,600 | 7.18 | 379,825 | 8.19 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 3,637 | 15.24 | 1,184 | 19.01 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,047,048 | 15.59 | 314,743 | 14.67 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 6,791 | 219.88 | 2,094 | 223.15 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 1,857 | 5.63 | 1 | |||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 31,533 | 1.52 | 9,725 | 2.47 | ||||
| 2025-07-23 | 13F | Veritas 投资伙伴（英国）有限公司 | 728,122 | 1.63 | 224,529 | 2.58 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 363,246 | 1.60 | 112,025 | 2.55 | ||||
| 2025-08-01 | 13F | 里程碑资产管理集团有限责任公司 | 2,652 | 0.45 | 818 | 1.36 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 8,554 | 10.69 | 2,596 | 9.95 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,139 | 351 | ||||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 2,687 | 5.17 | 829 | 6.15 | ||||
| 2025-08-27 | NP | 杰克逊实物资产基金 | 7,629 | 625.19 | 958 | 794.39 | ||||
| 2025-07-24 | NP | FBSOX - IT 服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 214,175 | 5.67 | 69,720 | 9.14 | ||||
| 2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 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 | 56,052 | 14.38 | 16,849 | 13.47 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 930 | 39.43 | 287 | 40.89 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,744 | 4,131 | ||||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 660 | 17.86 | 0 | |||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 11,460 | 39.77 | 3,534 | 41.08 | ||||
| 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 | 33,158 | 9,967 | ||||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 3,525 | 0.60 | 1,087 | 1.59 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 730 | 219 | ||||||
| 2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 1,056 | 344 | ||||||
| 2025-06-26 | NP | DFIC - 维度国际核心股票 2 ETF | 23,344 | 8.14 | 2,914 | 18.03 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 262,656 | 30.26 | 81,003 | 31.48 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 42,948 | 1.16 | 13,310 | 2.10 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 15,958 | 0.07 | 4,921 | 1.01 | ||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 857 | 30.44 | 264 | 32.00 | ||||
| 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 | 185,864 | 1.31 | 55,871 | 0.51 | ||||
| 2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 2,664 | 142.40 | 821 | 145.07 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 699,599 | 10.64 | 215,756 | 11.68 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 34,953 | 7.92 | 10,779 | 8.93 | ||||
| 2025-07-29 | 13F | 斯威格有限公司 | 2,513 | 13.56 | 771 | 19.53 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 37,913 | 3.38 | 11,692 | 4.35 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 955 | 35.46 | 295 | 36.74 | ||||
| 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 | 2,633 | 11.99 | 857 | 15.81 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 166 | 3.11 | 51 | 4.08 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 498,333 | 130.38 | 153,686 | 132.54 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 788 | 243 | ||||||
| 2025-08-14 | 13F | 联信银行 | 279,630 | 1.17 | 86,238 | 2.12 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 840 | 3.45 | 256 | 14.29 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 7,888 | 4.49 | 2,433 | 5.46 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 3,065 | 5.80 | 945 | 6.90 | ||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 31,969 | 1.07 | 9,859 | 2.03 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 884 | 0.23 | 273 | 1.12 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 96 | 24.68 | 30 | 26.09 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 379 | 114 | ||||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 30,896 | 20.93 | 10,058 | 24.90 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 13,033 | 0.23 | 4,019 | 1.18 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 152,411 | 7.41 | 47,004 | 8.42 | ||||
| 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 | 408,964 | 3.01 | 133,130 | 6.40 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 30,589 | 44.68 | 9,958 | 49.44 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 211,646 | 1,362.15 | 65,272 | 1,376.05 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 1,839 | 3.03 | 567 | 4.04 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 3,281 | 2.24 | 1,012 | 3.16 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 247,307 | 0.23 | 76,270 | 1.18 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 12,995 | 0.08 | 4,008 | 1.03 | ||||
| 2025-07-25 | 13F | 飞马资产管理公司 | 9,330 | 2.76 | 2,877 | 3.75 | ||||
| 2025-08-28 | NP | RAPAX - Cohen & Steers Real Assets Fund, Inc. A 类 | 16,228 | 184.10 | 2,034 | 175.10 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 12,570 | 21.37 | 3,877 | 22.50 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 273,079 | 2,400.04 | 84,218 | 2,423.73 | ||||
| 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 | 125,304 | 115.21 | 37,666 | 163.21 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 3,275 | 3.87 | 1,010 | 4.88 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,181,359 | 2.49 | 363,554 | 3.48 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 2,616 | 0.19 | 807 | 1.13 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 7,828 | 3.15 | 2,414 | 4.14 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -106 | -33 | |||||
| 2025-07-23 | 13F | Klp资本管理公司 | 193,979 | 3.69 | 60,074 | 4.66 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 225,449 | 0.33 | 69,528 | 1.27 | ||||
| 2025-07-17 | 13F | 宝盛财富管理 | 1,426 | 3.63 | 440 | 4.52 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 60,000 | 3.12 | 18,504 | 4.09 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 15,282 | 0.84 | 4,713 | -4.48 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 1,276 | 1.59 | 393 | 7.08 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 2,373,201 | 1.05 | 732,142 | 2.03 | ||||
| 2025-08-12 | 13F | 坚果壳资产管理有限公司 | 7,500 | 2,313 | ||||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 19 | 6 | ||||||
| 2025-07-24 | 13F | PDS 规划公司 | 4,683 | 3.38 | 1,444 | 4.41 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 26,248 | 0.10 | 7,890 | -0.69 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 49,136 | 2.76 | 15,154 | 3.72 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 4,237 | 655.26 | 1,307 | 672.78 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 1,586 | 5.59 | 489 | 6.77 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 3,095 | 4.42 | 955 | 5.41 | ||||
| 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 | 189,973 | 2.80 | 58,588 | 3.76 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 7,698 | 2.12 | 2 | 0.00 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 7,490 | 2.14 | 2,310 | 3.08 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 1,182 | 365 | ||||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 4,087 | 8.78 | 1,261 | 9.76 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,126 | 5.63 | 347 | 6.77 | ||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 3,463 | 8.90 | 1,068 | 9.89 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 15,685 | 40.79 | 4,837 | 42.14 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 15,667 | 0.15 | 5 | 0.00 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 24,295 | 25.78 | 7,493 | 26.96 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 6,374 | 6.52 | 1,966 | 7.49 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 7,192 | 2,218 | ||||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 48,053 | 4.83 | 14,820 | 5.82 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 717 | 2.43 | 222 | 3.27 | ||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 97,743 | 2.25 | 29,382 | 1.44 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 85,217 | 0.01 | 26,281 | 0.95 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 57,736 | 2.96 | 17,806 | 3.93 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 28,053 | 8,652 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 22,973 | 224.57 | 7,097 | 226.70 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 7,853 | 0.38 | 2,422 | 1.30 | ||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 1,337 | 0 | ||||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 1,113 | 4.02 | 343 | 5.21 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 398 | 128.74 | 123 | 130.19 | ||||
| 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 | 11,689 | 10.94 | 3,514 | 10.06 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 2,936 | 0.51 | 905 | 1.46 | ||||
| 2025-08-04 | 13F | 家庭财富集团有限责任公司 | 739 | 228 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺全球房地产投资组合 IB 级 | 12,702 | 50.75 | 1,592 | 86.08 | ||||
| 2025-07-21 | 13F | 111资本 | 6,387 | 176.73 | 1,970 | 179.29 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 16,636 | 0.96 | 5,131 | 1.91 | ||||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 3,348 | 70.90 | 1,033 | 72.58 | ||||
| 2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 1,951 | 2.15 | 602 | 3.09 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 246 | 11.31 | 74 | 10.61 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 107,354 | 1,799.40 | 32,271 | 4,470.82 | ||||
| 2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 6,830 | 12.43 | 2,106 | 13.47 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 148,885 | 20.43 | 45,923 | 21.58 | ||||
| 2025-06-26 | NP | IXUS - iShares Core MSCI Total International Stock ETF | 36,208 | 0.78 | 4,528 | 10.58 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 3,019 | 3.39 | 931 | 6.04 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 116,043 | 5.47 | 34,883 | 4.63 | ||||
| 2025-07-18 | 13F | JVL联营公司 | 906 | 0.44 | 279 | 1.45 | ||||
| 2025-06-25 | NP | DPREX - 特拉华全球上市实物资产基金 A 类 | 5,928 | 737 | ||||||
| 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 | 25,406 | 24.81 | 7,637 | 23.84 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 459 | 142 | ||||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 286 | 24.35 | 88 | 25.71 | ||||
| 2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 88 | 1.15 | 27 | 3.85 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 27,107 | 45.66 | 8 | 60.00 | ||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 14,939 | 54.14 | 4,607 | 55.59 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,070 | 15.93 | 348 | 20.00 | ||||
| 2025-07-30 | 13F | 决策地图财富管理有限责任公司 | 707 | 2.32 | 218 | 3.32 | ||||
| 2025-03-27 | NP | NFRA - FlexShares STOXX 全球广泛基础设施指数基金 | 32,984 | 16.22 | 3,772 | 12.50 | ||||
| 2025-07-24 | NP | FSPSX - 富达国际指数基金 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 | 113,329 | 3.42 | 15,197 | 35.53 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,185 | 3.04 | 362 | 5.23 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 3,975 | 0.03 | 1,226 | 0.91 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 9,012 | 13.53 | 2,781 | 20.13 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1,200 | 0 | ||||||
| 2025-07-16 | 13F | 五大洋顾问 | 789 | 243 | ||||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 1,273 | 1,112.38 | 383 | 2,838.46 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 32,089 | 351.39 | 9,896 | 355.62 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -37,317 | 73.73 | -4,679 | -29.38 | |||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 3,559 | 29.00 | 1,097 | 30.17 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 9,542 | 6.81 | 2,943 | 7.81 | ||||
| 2025-07-09 | 13F | 费玛塔顾问有限责任公司 | 991 | 37.26 | 306 | 38.64 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 232 | 3.57 | 72 | 4.41 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 1,450 | 2.33 | 447 | 3.47 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -181 | -56 | |||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 1,843 | 44.89 | 570 | 46.65 | ||||
| 2025-08-05 | 13F | 战略金融概念有限责任公司 | 895 | 276 | ||||||
| 2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 170 | 51 | ||||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,968 | 4.90 | 592 | 4.05 | ||||
| 2025-08-11 | 13F | LCNB公司 | 5,636 | 0.77 | 1,738 | 1.76 | ||||
| 2025-06-26 | NP | EFA - iShares MSCI EAFE ETF | 115,055 | 1.55 | 14,387 | 11.43 | ||||
| 2025-08-01 | 13F | 威廉·艾伦有限公司 | 21,371 | 0.19 | 6,591 | 1.12 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 国际战略股票配置基金类别资产净值 | 4,433 | 9.97 | 594 | 43.83 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 52,200 | 2.21 | 16,098 | 3.17 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 49,849 | 260.28 | 15,373 | 263.69 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 859 | 17.03 | 265 | 17.86 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 6,287 | 2.41 | 1,939 | 3.36 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 10,239 | 14.94 | 3,158 | 16.02 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 695 | 4.83 | 214 | 5.94 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 951 | 0.32 | 293 | 1.38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态积极增长投资组合 IB 级 | 2,740 | 737.92 | 845 | 2,012.50 | ||||
| 2025-08-28 | NP | SPDW - SPDR(R) 投资组合发达国家（美国除外）ETF | 32,872 | 2.78 | 4,106 | 26.50 | ||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 8,798 | 0.03 | 2,713 | 0.97 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 4,660 | 1.84 | 1,437 | 2.79 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 84 | 26 | ||||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 12,185 | 61.88 | 3,758 | 63.42 | ||||
| 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 | 389 | 10.20 | 127 | 13.51 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 4,350 | 0.39 | 1,356 | 1.35 | ||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 25,532 | 48.31 | 7,874 | 49.72 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 6,492 | 5.82 | 2,013 | 6.85 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 65,104 | 0.85 | 20,078 | 1.80 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 178,841 | 1.30 | 55,155 | 2.25 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 8,141 | 7.50 | 2,511 | 8.52 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 930 | 287 | ||||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 34 | 10 | ||||||
| 2025-07-23 | NP | DBEU - Xtrackers MSCI 欧洲对冲股票 ETF | 1,833 | 7.38 | 246 | 40.80 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 190,796 | 3.09 | 59 | 3.57 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 3,428 | 15.89 | 1,057 | 17.05 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 8,884 | 11.26 | 2,740 | 16.90 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 316,005 | 0.35 | 97,456 | 1.30 | ||||
| 2025-06-17 | NP | GRASX - 高盛多经理实物资产策略基金 R6 类股票 | 9,643 | 1,206 | ||||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 34 | 9.68 | 11 | 11.11 | ||||
| 2025-06-26 | NP | DFAI - 维度国际核心股票市场ETF | 21,353 | 77.59 | 2,665 | 93.96 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 2,985 | 3.61 | 921 | 4.55 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 41,946 | 168.06 | 12,936 | 170.63 | ||||
| 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 | 1,225 | 20.57 | 368 | 19.87 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 146,807 | 3.75 | 45,136 | 4.71 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 70,900 | 28.91 | 21,866 | 30.12 | |||
| 2025-06-25 | NP | RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF | 130,176 | 39,131 | ||||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 1,528 | 8.68 | 459 | 7.75 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,155 | 41.40 | 665 | 42.80 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 10,891 | 14.70 | 3,359 | 15.75 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 320 | 204.76 | 104 | 215.15 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 124,717 | 20.60 | 38 | 22.58 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 4,787 | 4.82 | 1,401 | 0.43 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 2,812,637 | 26.09 | 867,445 | 27.28 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,260 | 9.59 | 11,491 | 10.61 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 99,555 | 7.00 | 30,703 | 8.00 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 125 | 39 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 25,920 | 5.29 | 7,994 | 6.28 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 26,932 | 3.74 | 8 | 14.29 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 6,595 | 17.96 | 2,044 | 19.06 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 2,670 | 6.76 | 827 | 7.68 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 500 | 154 | |||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 1,758 | 10.36 | 544 | 11.25 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 14,620 | 7.63 | 4,759 | 11.17 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 5,871 | 378.48 | 1,811 | 383.96 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 41,356 | 1.24 | 12,754 | 2.20 | ||||
| 2025-08-12 | 13F | 北极星金融公司 | 1,762 | 3.95 | 543 | 5.03 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 14,907 | 4.72 | 4,597 | 5.70 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 4,668,758 | 30,110.68 | 15 | -99.68 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 219 | 0.46 | 67 | 1.52 | ||||
| 2025-06-26 | NP | DXIV - Dimensional International Vector 股票 ETF | 167 | 9.15 | 21 | 17.65 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 7,064 | 6.66 | 2,179 | 7.66 | ||||
| 2025-08-25 | NP | DDIV - First Trust Dorsey Wright 动量和股息 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 | 2,121 | 654 | ||||||
| 2025-08-14 | 13F | 第一基金会顾问 | 962 | 1.91 | 297 | 2.78 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 22,783 | 7 | ||||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,600 | 6,661 | ||||||
| 2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 1,148 | 0.09 | 354 | 1.14 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 1,866 | 14.48 | 575 | 15.46 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 486 | 150 | ||||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 94,054 | 179.42 | 29,006 | 182.05 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 24,787 | 5.34 | 7,644 | 6.33 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 39,735 | 186.07 | 12 | 200.00 | ||||
| 2025-07-24 | 13F | 财务安全顾问公司 | 1,288 | 0.08 | 399 | 1.01 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 5,382 | 2.14 | 1,660 | 3.11 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 15,009 | 3.67 | 4,629 | 4.63 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 46,855 | 980.11 | 14,450 | 990.57 | ||||
| 2025-06-26 | NP | ACWX - iShares MSCI ACWI 美国前 ETF | 7,448 | 1.86 | 931 | 11.76 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 687 | 1.18 | 212 | 1.93 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 3,022 | 937 | ||||||
| 2025-07-18 | 13F | 三部曲资本公司 | 746 | 230 | ||||||
| 2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 10,482 | 0.10 | 3,233 | 1.03 | ||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 1,466 | 8.59 | 452 | 9.71 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 919 | 0.99 | 283 | 5.99 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 17,977 | 0.98 | 5,404 | 0.17 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 247,211 | 3.63 | 76,240 | 4.61 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 1,822 | 1.11 | 562 | 2.56 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 14 | 133.33 | 4 | 300.00 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 5,783 | 3.07 | 1,783 | 4.03 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 663 | 204 | ||||||
| 2025-07-28 | NP | AVDE - Avantis 国际股票 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 | 15,854 | 5.36 | 2,125 | 37.81 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 297 | 5.32 | 92 | 5.81 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 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 | 18,700 | 2.75 | 6,087 | 6.12 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,469 | 927.27 | 453 | 2,564.71 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 15,033 | 6.44 | 4,636 | 7.46 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 3,642 | 133.91 | 1,123 | 136.42 | ||||
| 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 | 6,708 | 3.63 | 2,016 | 2.80 | ||||
| 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 | 312,072 | 4.60 | 96,243 | 5.58 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 2,463 | 26.83 | 759 | 27.99 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 2,024 | 81.04 | 624 | 82.99 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 8,056 | 0.26 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 23,718 | 103.29 | 7,315 | 105.22 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 28,000 | 449.02 | 8,635 | 454.24 | |||
| 2025-07-31 | 13F/A | 亚飞财富 | 758 | 2.71 | 0 | |||||
| 2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 1,072 | 14.04 | 331 | 14.98 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 21,573 | 10.72 | 7,023 | 14.36 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 965 | 298 | ||||||
| 2025-07-09 | 13F | 阿莱斯科顾问有限公司 | 1,340 | 5.35 | 413 | 6.44 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 7,484 | 48.58 | 2,308 | 50.07 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 198,395 | 0.93 | 61,185 | 1.88 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 1,328 | 185.59 | 410 | 605.17 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 305 | 1.67 | 38 | 11.76 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 3,179 | 34.42 | 980 | 35.73 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 2,175 | 0.18 | 665 | 4.57 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 1,487 | 459 | ||||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 T. Rowe Price 股票收入投资组合初始类别 | 7,532 | 2,323 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 92 | 28 | ||||||
| 2025-07-15 | 13F | IMS资本管理公司 | 9,813 | 0.38 | 3,026 | 1.34 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 4,205 | 7.65 | 1,297 | 8.63 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 97,500 | 204.69 | 30,069 | 207.58 | |||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 5,614 | 24.67 | 1,740 | 26.01 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 3,897 | 3.34 | 1,202 | 4.25 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 2,301 | 4.69 | 709 | 5.66 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 5,160 | 8.86 | 1,680 | 12.46 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 68,480 | 3.11 | 22,292 | 6.50 | ||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 1,695 | 111.88 | 523 | 113.93 | ||||
| 2025-07-28 | NP | ESN - 基本 40 股票 ETF | 7,363 | 6.91 | 2,397 | 10.41 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 6,384 | 39.69 | 1,969 | 40.97 | ||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 937 | 0.11 | 289 | 1.05 | ||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 749 | 0.27 | 231 | 1.32 | ||||
| 2025-06-24 | NP | BBEU - 摩根大通 BetaBuilders 欧洲 ETF | 13,471 | 5.57 | 1,685 | 15.82 | ||||
| 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 | 12,252 | 2.60 | 3,683 | 1.77 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 1,845 | 14.24 | 569 | 15.21 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 364,303 | 5.33 | 109,509 | 4.49 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 5 | 2 | ||||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 23,410 | 0.22 | 7 | 0.00 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 131,806 | 7.34 | 40,649 | 8.34 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 4,681 | 0.49 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 2,235 | 689 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 410 | 38.05 | 133 | 43.01 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 473,568 | 2.58 | 146,048 | 3.54 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 745 | 0.68 | 230 | 1.33 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 14,489 | 4,355 | ||||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 1,084 | 334 | ||||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 207 | 3.50 | 64 | 3.28 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 152,065 | 0.93 | 47 | 0.00 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 386,739 | 41.25 | 119 | 42.17 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 3,791 | 0.53 | 1,169 | 1.48 | ||||
| 2025-07-31 | 13F | 保守资本顾问公司 | 730 | 2.24 | 225 | 3.21 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF | 1,494 | 461 | ||||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 13,578 | 18.35 | 4,187 | 19.46 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 105,923 | 266.26 | 32,667 | 269.73 | ||||
| 2025-06-27 | NP | FDIV - MarketDesk 重点关注美国股息 ETF | 6,584 | 82.18 | 1,979 | 80.73 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 22,515 | 0.60 | 6,944 | 1.55 | ||||
| 2025-08-25 | NP | 股票投资组合 - 股票投资组合 | 28,439 | 23.12 | 8,771 | 24.27 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 2,477,321 | 4.29 | 764,006 | 5.27 | ||||
| 2025-07-14 | 13F | 沙夫投资有限公司 | 7,266 | 8.27 | 2,241 | 9.27 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 888 | 22.82 | 274 | 24.09 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 2,141 | 3.18 | 660 | 4.27 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 4,474 | 2.71 | 1 | 0.00 | ||||
| 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 | 574 | 21.61 | 173 | 20.28 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 5,170 | 4.09 | 1,602 | 5.05 | ||||
| 2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 276,887 | 0.05 | 85,392 | 0.99 | ||||
| 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 | 4,187 | 0.46 | 1,363 | 3.73 | ||||
| 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 | 19,128 | 8.24 | 5,899 | 9.26 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,319 | 1,031.22 | 715 | 2,760.00 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 1,000 | 308 | |||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 77,277 | 3.10 | 23,832 | 4.07 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 25,902 | 6.95 | 7,988 | 7.96 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 4,472 | 0.95 | 1,379 | 1.92 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 7,661 | 93.26 | 2,363 | 95.05 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 国际指数投资组合 1 类 | 1,751 | 14.07 | 218 | 24.71 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 13,961 | 8.06 | 4,306 | 9.07 | ||||
| 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 | 452,915 | 8.32 | 136,146 | 7.46 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 45,882 | 69.12 | 14,936 | 74.68 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 711 | 4.71 | 214 | 3.90 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 843 | 0.12 | 260 | 0.78 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 89,345 | 0.47 | 29,084 | 3.78 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 96 | 41.18 | 30 | 45.00 | ||||
| 2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 340,230 | 11.33 | 110,755 | 14.99 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 56,622 | 5.50 | 17,021 | 4.66 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 1,924 | 0.26 | 593 | 1.19 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 43 | 13 | ||||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 65 | 20 | ||||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 6,078 | 11.28 | 1,979 | 14.93 | ||||
| 2025-06-30 | NP | VIHAX - 先锋国际高股息收益率指数基金 Admiral Shares | 22,635 | 2,830 | ||||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 15,225 | 2.55 | 4,696 | 3.51 | ||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 126 | 39 | ||||||
| 2025-07-23 | 13F | 德雷克联合有限责任公司 | 2,048 | 47.02 | 632 | 48.47 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 99,717 | 1.13 | 29,975 | 0.32 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 22,500 | 56.25 | 6,939 | 57.74 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 18,800 | 37.23 | 5,798 | 38.52 | |||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 23,768 | 0.77 | 7,330 | 1.72 | ||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 741 | 229 | ||||||
| 2025-07-15 | 13F | 北区资本管理有限责任公司 | 3,553 | 1,096 | ||||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 2,404 | 741 | ||||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 10,157 | 14.34 | 3,132 | 15.44 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 109,560 | 17,429.60 | 11,269 | -4.28 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 4,403 | 1.83 | 1,358 | 2.73 | ||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 1,943 | 2.05 | 599 | 3.10 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 139 | 11.20 | 0 | |||||
| 2025-07-08 | 13F | SEED 规划集团有限责任公司 | 36,201 | 1,081.49 | 11,164 | 1,092.74 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -9,543 | -2,943 | |||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 1,433 | 14.92 | 442 | 16.05 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 2,720 | 21.43 | 839 | 22.51 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 143,920 | 0.91 | 44,385 | 1.86 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 83 | 26 | ||||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 4,930 | 2.07 | 1,524 | 14.07 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 395,921 | 0.66 | 122,102 | 1.60 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 859 | 1.42 | 265 | 2.33 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 3,607 | 9.77 | 1,112 | 10.87 | ||||
| 2025-08-08 | 13F | 奥斯汀财富管理有限责任公司 | 1,224 | 1.92 | 379 | 7.08 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 4,717 | 29.55 | 1,455 | 30.87 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 766 | 1.06 | 236 | 2.16 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 3,438 | 1,060 | ||||||
| 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 | 11,862 | 1.74 | 3,861 | 5.09 | ||||
| 2025-06-23 | NP | 伊顿万斯税务管理多元化股权收益基金 | 88,749 | 48.01 | 26,678 | 46.83 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 879 | 0.46 | 271 | 1.50 | ||||
| 2025-07-23 | NP | DBEZ - Xtrackers MSCI 欧元区对冲股票 ETF | 383 | 53.20 | 51 | 104.00 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 15,896 | 1.31 | 4,902 | 2.27 | ||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 6,667 | 17.46 | 2,023 | 18.51 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 176,124 | 1.60 | 54,317 | 2.55 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 96,519 | 2.51 | 29,766 | 3.48 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 4,910 | 1,514 | ||||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 17,964 | 4.25 | 5,540 | 5.22 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 23,000 | 47.44 | 7,093 | 48.83 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 1,245 | 384 | ||||||
| 2025-07-28 | 13F | 达世币收购公司 | 44,285 | 0.41 | 13,473 | -0.89 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 27 | 800.00 | 8 | |||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 8,381 | 12.11 | 2,585 | 13.13 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 22,249 | 84.47 | 6,688 | 83.03 | ||||
| 2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 6,474 | 32.83 | 2,107 | 37.17 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 661 | 204 | ||||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 5,998 | 1.44 | 1,850 | 2.38 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 10,577 | 8.79 | 3,262 | 9.83 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,142 | 12.74 | 644 | 11.83 | ||||
| 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 | 20,098 | 5.36 | 6,543 | 8.82 | ||||
| 2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 9,834 | 0.32 | 3 | 50.00 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 228 | -7.72 | ||||||
| 2025-08-08 | 13F | Bouchey金融集团有限公司 | 741 | 10.43 | 229 | 11.71 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 873 | 1.16 | 269 | 2.28 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 6,712 | 1,965 | ||||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 1,311 | 15.61 | 404 | 16.76 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -16,410 | -2.99 | -2,200 | 26.89 | |||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 148,443 | 1.74 | 45,780 | 2.69 | ||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 10,642 | 1.33 | 3,282 | 2.28 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 711 | 220 | ||||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 1,303 | 174.89 | 402 | 579.66 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 12,932 | 3,988 | ||||||
| 2025-08-06 | 13F | 麦克雷资本管理公司 | 1,874 | 1.79 | 578 | 2.85 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 131,284 | 0.00 | 40,488 | 0.94 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,454 | 4.38 | 799 | 7.84 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 2,101 | 3.09 | 648 | 4.02 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 33,483 | 4.44 | 10,900 | 7.87 | ||||
| 2025-07-31 | 13F | 格雷比尔·巴茨联合有限公司 | 27,894 | 1.72 | 8,603 | 2.67 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 202,066 | 18.22 | 62,317 | 19.33 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 9,828 | 1.95 | 3,031 | 2.89 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 91 | 28 | ||||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 981 | 7.68 | 302 | 8.63 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 4,237 | 1,307 | ||||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 7,158 | 2 | ||||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 10 | 3 | ||||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 91,279 | 9.78 | 27,172 | 11.17 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 1,000 | 25.00 | 308 | 26.23 | |||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 177 | 9.94 | 58 | 14.00 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 1,064 | 1.72 | 328 | 2.82 | ||||
| 2025-06-30 | NP | VEURX - 先锋欧洲股票指数基金投资者股票 | 72,963 | 20.50 | 9,124 | 32.24 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 12,950 | 0.07 | 3,994 | 1.01 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 7,874 | 2.94 | 2,428 | 3.94 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 108 | 33 | ||||||
| 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 | 44,836 | 4.98 | 13,478 | 4.15 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 3,047 | 1.67 | 940 | 2.62 | ||||
| 2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 19,878 | 0.03 | 6,023 | 15.41 | ||||
| 2025-07-23 | NP | DBAW - Xtrackers MSCI All World（美国除外）对冲股票 ETF | 184 | 8.24 | 25 | 41.18 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 759 | 21.05 | 228 | 20.63 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 758,495 | 7.64 | 233,920 | 8.65 | ||||
| 2025-08-25 | 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 | 7,030 | 2,168 | ||||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 274,139 | 1.39 | 84,544 | 2.34 | ||||
| 2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 1,335 | 5.70 | 412 | 6.75 | ||||
| 2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 1,921 | 0.26 | 592 | 1.20 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 4,642 | 7.06 | 1,432 | 8.08 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 63,453 | 2.92 | 19,569 | 3.89 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 1,063 | 1.33 | 328 | 2.19 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 13,048,568 | 1.56 | 4,024,178 | 2.52 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 358 | 13.29 | 108 | 12.63 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 39,386 | 1.23 | 12,147 | 2.18 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 68,460 | 48.91 | 21,113 | 50.31 | ||||
| 2025-05-15 | 13F | Kodai资本管理有限责任公司 | 10,619 | 3,244 | ||||||
| 2025-08-08 | 13F | 财富联盟 | 3,190 | 2.51 | 984 | 3.47 | ||||
| 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 | 3,582 | 5.17 | 1,077 | 20.36 | ||||
| 2025-08-04 | 13F | 联合银行 | 95,571 | 2.10 | 29 | 3.57 | ||||
| 2025-04-16 | 13F | 伦巴底奥迪尔 SCmA 公司 | 0 | 0 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,836 | 6.93 | 552 | 5.96 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 265,155 | 5.95 | 81,774 | 6.94 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Call | 8,400 | 37.70 | 2,325 | 37.68 | |||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Put | 8,400 | 37.70 | 2,325 | 37.68 | |||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 21,306 | 1.05 | 6,571 | 2.00 | ||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 5,353 | 0.06 | 1,651 | 0.98 | ||||
| 2025-06-24 | NP | QLV - FlexShares 美国质量低波动指数基金 | 4,720 | 0.85 | 1,419 | 0.00 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 29 | 9 | ||||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 1,826 | 233.21 | 563 | 237.13 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 35 | 11 | ||||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 68,566 | 1.84 | 21,142 | 2.79 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 23,991 | 15.29 | 7,403 | 16.36 | ||||
| 2025-08-27 | NP | 伊顿万斯增强股票收益基金 | 31,359 | 21.17 | 9,671 | 22.31 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 9,572 | 23.81 | 2,954 | 25.06 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 8,110 | 41.02 | 2,501 | 42.34 | ||||
| 2025-07-30 | 13F | 会员信托公司 | 2,493 | 27.00 | 769 | 28.21 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 35,287 | 2.45 | 10,883 | 3.41 | ||||
| 2025-08-29 | NP | DDWM - WisdomTree 动态货币对冲国际股票基金 不适用 | 3,034 | 53.15 | 379 | 88.06 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 27,400 | 69.14 | 8,450 | 70.74 | |||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 1,463 | 8.69 | 451 | 9.73 | ||||
| 2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 730 | 3.84 | 225 | 5.14 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 21,999 | 0.10 | 6,785 | 0.53 | ||||
| 2025-08-13 | 13F | 伯纳多财富规划有限责任公司 | 1,188 | 2.68 | 0 | |||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 9,744 | 8.25 | 3,005 | 9.28 | ||||
| 2025-08-14 | 13F | 挑战者财富管理 | 5,896 | 12.89 | 1,818 | 13.98 | ||||
| 2025-08-29 | NP | EUDG - WisdomTree欧洲优质股息增长基金 不适用 | 1,817 | 7.45 | 227 | 32.16 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 105,469 | 10.05 | 31,704 | 9.18 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 746 | 230 | ||||||
| 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 | 206,219 | 0.63 | 63,598 | 1.57 | ||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 554 | 27.36 | 171 | 28.79 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 15 | 25.00 | 5 | 33.33 | ||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 3,541 | 209.26 | 1,092 | 212.89 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 126 | 39 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 12,024 | 3,727 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 5,477 | 17.48 | 1,641 | 19.09 | ||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 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 | 94,693 | 1.31 | 30,825 | 4.64 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 29,947 | 0.91 | 9,236 | 1.85 | ||||
| 2025-08-13 | 13F | Stenger 家族办公室有限责任公司 | 724 | 4.02 | 225 | 10.84 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 24,989 | 1.80 | 7,707 | 2.76 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 491,903 | 0.10 | 151,703 | 1.04 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 6,495 | 16.56 | 1,952 | 15.64 | ||||
| 2025-08-25 | NP | ADOIX - AXS 动态机会基金 I 类股票 | 1,837 | 567 | ||||||
| 2025-06-26 | NP | FTIHX - 富达总体国际指数基金 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 | 15,548 | 5.58 | 1,934 | 15.06 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 1,516 | 3.84 | 467 | 4.71 | ||||
| 2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 844 | 0.24 | 0 | |||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 8,125 | 0.43 | 2,645 | 3.73 | ||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -3,243 | -46.14 | -975 | -46.60 | |||
| 2025-07-31 | 13F | 顶峰财富管理集团有限公司 | 2,048 | 632 | ||||||
| 2025-03-28 | NP | HAPI - 港湾企业文化ETF | 4,873 | 3.84 | 1,477 | 8.77 | ||||
| 2025-07-10 | 13F | 美国财务顾问有限责任公司 | 711 | 0.14 | 219 | 1.39 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -13,475 | -4.80 | -1,806 | 24.55 | |||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 857 | 1,012.99 | 264 | 2,833.33 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 1,765 | 0.57 | 544 | 1.49 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 5,432 | 3.03 | 1,675 | 4.04 | ||||
| 2025-03-28 | NP | GCGIX - 高盛大盘成长洞察基金机构 | 2,275 | 689 | ||||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 3,771 | 10.68 | 1,163 | 11.72 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 961 | 0 | ||||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 754 | 233 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 12,262 | 91.56 | 3,782 | 101.87 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,000 | 308 | ||||||
| 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 | 980 | 659.69 | 309 | 689.74 | ||||
| 2025-08-28 | NP | 信安多元化精选实物资产基金 | 3,956 | 2.57 | 496 | 26.28 | ||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 827 | 255 | ||||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 8,835 | 39.51 | 2,876 | 44.09 | ||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 1,237 | 2.23 | 384 | 8.50 | ||||
| 2025-08-07 | 13F | 半岛资产管理公司 | 22,313 | 1.27 | 6,881 | 2.23 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 914 | 0.11 | 282 | 1.08 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,426 | 30.59 | 440 | 31.83 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 94,891 | 3.74 | 29 | 7.41 | ||||
| 2025-08-13 | 13F | 绿丰资产管理有限公司 | 722 | 4.94 | 223 | 5.71 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 6,815 | 0.93 | 2,102 | 1.89 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 48,354 | 2.14 | 14,912 | 3.10 | ||||
| 2025-08-28 | NP | SMSAX - SIMT 多策略另类基金 F 类 | Short | -3,124 | -963 | |||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 2,425 | 24.36 | 748 | 25.55 | ||||
| 2025-08-11 | 13F | 绍克投资顾问公司 | 2,406 | 0.46 | 742 | 1.50 | ||||
| 2025-07-11 | 13F | 朗维财富管理 | 1,277 | 0.31 | 394 | 1.29 | ||||
| 2025-07-14 | 13F | Kfg 财富管理有限公司 | 2,654 | 6.03 | 819 | 7.07 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 5,132 | 914.23 | 1,583 | 2,411.11 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 965 | 1,204.05 | 290 | 1,218.18 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 16 | 5 | ||||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 664 | 0.15 | 205 | 0.99 | ||||
| 2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 1,128 | 28.91 | 348 | 29.96 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 21,182 | 17.91 | 6,697 | 22.01 | ||||
| 2025-06-26 | NP | SJVCX - Steward 大盘价值基金 C 类 | 2,900 | 11.54 | 872 | 10.67 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 247,077 | 35.50 | 76,235 | 38.86 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 1,428,812 | 0.54 | 440,646 | 1.48 | ||||
| 2025-08-14 | 13F | KKM 金融有限责任公司 | 12,869 | 28.97 | 3,969 | 30.18 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 907 | 3.78 | 280 | 4.49 | ||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 24,726 | 72.75 | 7,625 | 74.37 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 112,993 | 10.22 | 36,783 | 13.84 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 3,709 | 1.09 | 1,144 | 2.05 | ||||
| 2025-07-31 | 13F | PKO投资管理股份公司 | 15,000 | 87.50 | 4,626 | 89.28 | ||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 3,210 | 13.83 | 990 | 14.87 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 87 | 27 | ||||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 451 | 1.81 | 140 | 2.21 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 215 | 1,031.58 | 66 | 3,200.00 | ||||
| 2025-08-01 | 13F | 克拉克资产管理有限公司 | 1,778 | 548 | ||||||
| 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 | 754,357 | 0.50 | 245,566 | 3.80 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 656 | 202 | ||||||
| 2025-07-29 | 13F | 德多拉资本公司 | 2,574 | 1.18 | 794 | 2.06 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 44,655 | 2.48 | 13,841 | 3.45 | ||||
| 2025-07-29 | 13F | 罗杰斯联合有限公司 | 918 | 21.75 | 283 | 23.04 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 13,827 | 1.56 | 4,264 | 2.52 | ||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 663 | 203 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 全球（不包括美国）核心股票投资组合机构类别股票 | 8,753 | 49.70 | 1,095 | 64.26 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 3,741 | 1,240.86 | 1,218 | 3,189.19 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 913 | 282 | ||||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 11,776 | 519.14 | 3,632 | 524.96 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 1,018 | 9.70 | 314 | 10.60 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 1,694 | 0.06 | 523 | 0.97 | ||||
| 2025-08-14 | 13F | NCM资本管理有限责任公司 | 768 | 0.26 | 237 | 1.29 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 2,692 | 3.94 | 830 | 4.93 | ||||
| 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 | 13,369 | 1.62 | 4,123 | 2.56 | ||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 646 | 976.67 | 194 | 2,671.43 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 5,246 | 5.68 | 1,618 | 6.66 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 32,100 | 118.37 | 9,900 | 120.42 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 20,300 | 75.00 | 6,261 | 76.64 | |||
| 2025-07-17 | 13F | 詹尼资本管理有限公司 | 9,276 | 1.38 | 3 | 0.00 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 994,765 | 3.09 | 306,786 | 4.06 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 858 | 220.15 | 265 | 300.00 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 457 | 3.86 | 141 | 4.48 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 11,522,343 | 1.91 | 3,553,491 | 2.87 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 3,759 | 14.08 | 1,159 | 15.21 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 7 | 2 | ||||||
| 2025-07-25 | NP | PRDAX - 多元化实物资产基金 A 类 | 140,157 | 49.87 | 18,788 | 96.04 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 202,602 | 3.22 | 62,485 | 4.20 | ||||
| 2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 36,991 | 118.56 | 4,626 | 108.05 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 60,839 | 0.99 | 18,763 | 1.93 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 123,626 | 24.14 | 38,126 | 25.30 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 2,883,759 | 1.66 | 866,858 | 0.85 | ||||
| 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 | 436 | 26.74 | 137 | 30.48 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 6,092 | 4.73 | 1,831 | 3.92 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 1,000 | 0 | ||||||
| 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 | 584,917 | 8.66 | 190,408 | 12.23 | ||||
| 2025-07-29 | 13F | 百丽资本国际有限公司 | 27,044 | 5.41 | 8,340 | 6.40 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 21,453 | 81.27 | 6,616 | 83.02 | ||||
| 2025-08-14 | 13F | 德美银行 | 2,117 | 9.12 | 653 | 10.14 | ||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 3,242 | 1.34 | 991 | 5.77 | ||||
| 2025-06-27 | NP | TWBIX - 平衡基金投资者类别 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 | 8,758 | 2,633 | ||||||
| 2025-08-14 | 13F | 英镑财富管理公司 | 878 | 0.69 | 271 | 5.88 | ||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 728 | 1.11 | 224 | 1.82 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 19,315 | 40.92 | 5,901 | 47.08 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 354 | 1.43 | 109 | 2.83 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 5,495 | 6.45 | 1,652 | 5.56 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 23,866 | 4.92 | 7,360 | 5.91 | ||||
| 2025-08-12 | 13F | FCA 公司 /tx | 1,500 | 0.60 | 463 | 1.54 | ||||
| 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 | 49,870 | 7.50 | 16,234 | 11.03 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 4,903 | 44.63 | 1,512 | 46.09 | ||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 99,725 | 0.11 | 30,755 | 1.05 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 828 | 18.97 | 255 | 20.28 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 4,217,755 | 9.60 | 1,300,756 | 10.63 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 1,460 | 25.21 | 450 | 26.40 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 15,936 | 0.10 | 4,915 | 1.01 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 131,700 | 5.11 | 40,616 | 6.10 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 33,599 | 5,085.03 | 10,362 | 5,159.39 | ||||
| 2025-08-28 | NP | CSUAX - Cohen & Steers 全球基础设施基金公司 A 类 | 89,479 | 132.83 | 11,215 | 125.54 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 18 | 6 | ||||||
| 2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 1,892 | 4.99 | 584 | 6.00 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 16,638 | 2.04 | 5,131 | 3.01 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 247 | 0 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 10,101 | 3,115 | ||||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 27,002 | 8,327 | ||||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 28,271 | 0.43 | 8,719 | 1.37 | ||||
| 2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 175,087 | 0.24 | 53,997 | 1.18 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 159 | 57.43 | 49 | 63.33 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 49,872 | 46.82 | 14,992 | 45.66 | ||||
| 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 | 560,138 | 11.53 | 172,747 | 12.58 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 9,360 | 163.88 | 2,814 | 161.92 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 11,340 | 0.05 | 3,497 | 1.01 | ||||
| 2025-07-23 | 13F | 克拉克与斯图尔特公司 | 2,874 | 0.03 | 891 | 0.91 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 6,525 | 0.42 | 2,012 | 1.36 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪平衡基金服务类 | 4,123 | 1,272 | ||||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 271 | 0.37 | 84 | 5.06 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 59,894 | 5.18 | 18 | 5.88 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 10,331 | 0.04 | 3,186 | 0.98 | ||||
| 2025-08-28 | NP | EFAX - SPDR MSCI EAFE 化石燃料储备免费 ETF | 711 | 2.60 | 89 | 25.71 | ||||
| 2025-07-29 | NP | VSGX - Vanguard ESG International 股票 ETF ETF 股票 | 5,651 | 0.57 | 758 | 31.65 | ||||
| 2025-06-26 | NP | USISX - 收益股票基金份额 | 147,525 | 33.00 | 44,346 | 31.94 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 775 | 239 | ||||||
| 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 | 8,569 | 25.68 | 2,789 | 29.84 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 27,939 | 1.71 | 8,398 | 0.90 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 12,574 | 0.59 | 3,780 | -0.21 | ||||
| 2025-06-26 | NP | IEFA - iShares 核心 MSCI EAFE ETF | 241,610 | 0.93 | 30,213 | 10.76 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 290 | 10.69 | 89 | 11.25 | ||||
| 2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 4,464 | 4.57 | 1,377 | 5.52 | ||||
| 2025-07-09 | 13F | 斯托克斯资本顾问有限责任公司 | 21,856 | 2.58 | 6,740 | 3.55 | ||||
| 2025-06-25 | NP | RDLAX - 哥伦比亚纪律成长基金 A 类 | 17,012 | 671.52 | 5,114 | 859.29 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 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 | 701 | 211 | ||||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 3,820 | 2.80 | 1,178 | 3.79 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 226,199 | 69,760 | ||||||
| 2025-08-25 | NP | BILD - 麦格理全球上市基础设施 ETF | 1,372 | 3.39 | 172 | 27.61 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 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 | 745 | 224 | ||||||
| 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 | 10,053 | 2.58 | 3,022 | 1.75 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 1,432 | 0.92 | 442 | 1.85 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 2,523 | 14.06 | 778 | 15.26 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 3,109,120 | 24.90 | 948,549 | 24.77 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 48,525 | 22.69 | 14,587 | 21.71 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 62,100 | 29.92 | 19,152 | 29.92 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 26,200 | 8,080 | |||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 6,409 | 17.45 | 2,086 | 21.35 | ||||
| 2025-06-18 | NP | FLIIX - First State 全球上市基础设施基金 I 类 | 15,490 | 1,937 | ||||||
| 2025-05-02 | 13F | 新英格兰退休计划公司 | 9,282 | 2,836 | ||||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 15,868 | 11.12 | 4,754 | 12.57 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 21,877 | 0.70 | 6,746 | 1.64 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 2,925 | 5.22 | 902 | 6.24 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 1,025,726 | 1.18 | 316,334 | 2.13 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 11,945 | 19.39 | 3,684 | 20.52 | ||||
| 2025-08-14 | 13F | Xponance公司 | 103,265 | 6.57 | 31,847 | 7.57 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 75,109 | 2.35 | 23,164 | 3.31 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 核心股票基金 | 11,582 | 5.90 | 3,572 | 6.88 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 9 | 125.00 | 3 | 100.00 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 24,745 | 7.08 | 7,631 | 8.09 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 829 | 256 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 12,556 | 21.47 | 3,872 | 22.61 | ||||
| 2025-07-22 | 13F | JSF 金融有限责任公司 | 3,295 | 15.78 | 1,016 | 16.92 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 38,464 | 7.14 | 11,862 | 8.15 | ||||
| 2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 248,118 | 8.98 | 80,770 | 12.56 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 615,810 | 5.67 | 185,112 | 4.83 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 14,413 | 0.24 | 4,445 | 4.52 | ||||
| 2025-07-22 | 13F | 独特的财富有限责任公司 | 7,386 | 7.35 | 2,278 | 8.33 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 2,858 | 48.39 | 881 | 49.83 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,063 | 3.20 | 328 | 4.14 | ||||
| 2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 13,916 | 0.98 | 4,292 | 1.92 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 630 | 192 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 312,473 | 35.18 | 96 | 37.14 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 210,542 | 4.39 | 63,289 | 3.56 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 7,738 | 191.23 | 2,386 | 194.20 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 112,461 | 3.74 | 34,683 | 4.72 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 7,772 | 71.76 | 2,397 | 73.37 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 12,160 | 8.56 | 3,750 | 9.59 | ||||
| 2025-08-01 | 13F | 财富管理有限责任公司范式、策略 | 752 | 0.40 | 232 | 1.32 | ||||
| 2025-08-11 | 13F/A | 阳光海岸股权管理 | 101,225 | 0.13 | 31,218 | 1.07 | ||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 2,837 | 259.57 | 875 | 262.66 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 1,694 | 204.13 | 513 | 714.29 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 5,255 | 3.83 | 1,621 | 4.79 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 74,058 | 11.60 | 22,839 | 12.65 | ||||
| 2025-07-09 | 13F | 索耶公司 | 20,156 | 0.87 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 192 | 59 | ||||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 197 | 49.24 | 61 | 52.50 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 14,881 | 23.46 | 4,589 | 24.63 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 2,588 | 798 | ||||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 458 | 0.44 | 142 | 2.16 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 89,768 | 0.11 | 27,684 | 1.05 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 757 | 40.19 | 228 | 39.26 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 5,716 | 2.31 | 1,763 | 3.28 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 3,372 | 0.87 | 1,040 | 1.76 | ||||
| 2025-07-28 | 13F | 库欣资本合伙公司 | 3,199 | 0.41 | 991 | 1.33 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 49 | 40.00 | 15 | 50.00 | ||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 1,731 | 534 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 20,465 | 60.96 | 6,311 | 62.49 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 3,526 | 24.33 | 1,087 | 25.52 | ||||
| 2025-08-06 | 13F | 稳健金融策略集团有限责任公司 | 2,460 | 2.97 | 759 | 3.98 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 12,955 | 17.50 | 3,894 | 16.59 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 776 | 1.04 | 239 | 2.14 | ||||
| 2025-03-26 | NP | MLAAX - MainStay 大盘成长基金 A 类 | 654,214 | 198,233 | ||||||
| 2025-08-07 | 13F | 策略资产管理公司 | 2,586 | 4.65 | 798 | 5.70 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 7,905,120 | 13.58 | 2,437,939 | 14.64 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 893 | 25.95 | 275 | 27.31 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 24,265 | 34.67 | 7 | 40.00 | ||||
| 2025-08-11 | 13F | 阿斯彭投资管理公司 | 5,487 | 1.48 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 88 | 27 | ||||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 11,089 | 0.25 | 3,432 | 1.09 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 80,844 | 2.95 | 24,932 | 3.92 | ||||
| 2025-07-14 | 13F | 梅森有限责任公司 | 2,490 | 0.04 | 768 | 0.92 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 290,180 | 3.01 | 76,238 | -4.32 | ||||
| 2025-08-14 | 13F | Papamarkou Wellner 资产管理公司 | 1,089 | 31.20 | 336 | 32.41 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 26 | 8 | ||||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 4,299,656 | 0.09 | 1,326,014 | 1.03 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 2,407 | 742 | ||||||
| 2025-08-11 | 13F | 美国信安证券公司 | 10,206 | 44.95 | 3,148 | 52.69 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 5,974 | 0.50 | 1,842 | 1.43 | ||||
| 2025-07-22 | 13F | 传统 CG 有限责任公司 | 11,731 | 3,618 | ||||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 1,460 | 22.69 | 450 | 23.97 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,781 | 10.83 | 535 | 10.08 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 75,599 | 28.01 | 23,315 | 29.21 | ||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 9,125 | 9.98 | 2,814 | 11.05 | ||||
| 2025-06-26 | NP | DFAX - Dimensional World 前美国核心股票 2 ETF | 12,090 | 11.09 | 1,509 | 21.30 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent International 指数投资组合 A 类 | 469 | 4.69 | 59 | 28.89 | ||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 142,511 | 24.08 | 43,950 | 25.24 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 54 | 3.85 | 16 | 6.67 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 538,228 | 2.36 | 165,990 | 3.32 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 232,742 | 1.37 | 72 | 1.43 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 1,886 | 5.36 | 582 | 6.41 | ||||
| 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 | ||||||
| 2025-07-25 | 13F | 养老金保障基金委员会 | 2,200 | 15.79 | 678 | 16.90 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 49 | 8.89 | 15 | 15.38 | ||||
| 2025-07-23 | 13F | 国民国家银行信托部 | 7,680 | 1.28 | 2,369 | 2.25 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 11,388,935 | 3.13 | 3,511,698 | 4.11 | ||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 35,113 | 18.71 | 10,829 | 19.82 | ||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 9,859 | 4.59 | 3,041 | 5.56 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 2,087 | 644 | ||||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 70,818 | 0.84 | 21,288 | 0.03 | ||||
| 2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 1,410 | 24.78 | 435 | 25.80 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 703 | 42.60 | 217 | 39.35 | ||||
| 2025-08-08 | 13F | 复兴银行 | 666 | 205 | ||||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 213 | 7.04 | 0 | |||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 2,345 | 12.09 | 705 | 11.22 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 413 | 127 | ||||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 50,063 | 374.17 | 15,495 | 380.47 | ||||
| 2025-06-30 | NP | VEU - 先锋富时全球（美国除外）指数基金 ETF 股票 | 66,476 | 2.27 | 8,313 | 12.23 | ||||
| 2025-07-28 | NP | ACEVX - 国际价值基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,773 | 908 | ||||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 9,335 | 0.39 | 2,879 | 1.30 | ||||
| 2025-06-27 | NP | RUNN - RUNNING OAK 高效增长 ETF | 20,705 | 14.84 | 6,740 | 18.62 | ||||
| 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 | 21,615 | 889.70 | 6,497 | 1,103.15 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 27,714 | 8.90 | 8,398 | 25.65 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 336 | 20.86 | 104 | 22.62 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 1,470 | 453 | ||||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 35,418 | 15.39 | 10,923 | 16.48 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 217,888 | 0.76 | 70,929 | 4.07 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 270,700 | 172.61 | 83,484 | 175.17 | |||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 79 | 2.60 | 24 | 4.35 | ||||
| 2025-07-18 | 13F | 劳登投资管理有限公司 | 4,933 | 2.01 | 1,521 | 2.98 | ||||
| 2025-08-14 | 13F | 普罗米索斯资本有限责任公司 | 6,270 | 1,934 | ||||||
| 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 | 142,052 | 16.39 | 43,809 | 17.48 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 2,745 | 195.16 | 825 | 193.59 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 12,108 | 19.95 | 3,734 | 21.08 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 3,757 | 0.13 | 1,164 | 1.04 | ||||
| 2025-07-24 | 13F | 艾伦财富管理有限公司 | 1,140 | 12.98 | 351 | 13.96 | ||||
| 2025-06-26 | NP | FHLFX - 富达系列国际指数基金 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 | 1,166 | 8.77 | 145 | 18.85 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 4 | 1 | ||||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 1,069 | 38.47 | 321 | 37.77 | ||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 1,427 | 19.21 | 429 | 18.23 | ||||
| 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 | 30,564 | 2.97 | 9,949 | 6.35 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 22,542 | 375.27 | 6,952 | 379.71 | ||||
| 2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 2,129 | 65.68 | 693 | 71.11 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 248 | 148.00 | 76 | 153.33 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 60,760 | 6.35 | 18,738 | 7.36 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 13,976 | 10.26 | 4,310 | 11.31 | ||||
| 2025-08-13 | 13F | 法国集团 | 20,414 | 19.20 | 6,268 | 19.83 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 350,182 | 33.22 | 107,996 | 34.47 | ||||
| 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 | 74,842 | 2.02 | 23,081 | 2.99 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 58,287 | 2.33 | 17,976 | 3.29 | ||||
| 2025-05-30 | NP | DTLGX - 大型公司成长投资组合投资类别 | 198 | 60 | ||||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 5,477 | 42.78 | 1,689 | 44.11 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 104,793 | 2.99 | 32,318 | 3.96 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 22,904 | 4.62 | 7,064 | 5.61 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 81,556 | 735.10 | 25,152 | 743.14 | ||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 13,300 | 1.33 | 4,102 | 2.27 | ||||
| 2025-07-18 | 13F | 联合规划公司 | 13,577 | 0.04 | 4,187 | 0.99 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,717 | 4.76 | 516 | 4.03 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 89,014 | 0.09 | 27,452 | 1.03 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 5,705 | 11.04 | 1,760 | 12.11 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 17,227 | 1.88 | 5,178 | 1.07 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 3,514 | 1.59 | 1,084 | 2.17 | ||||
| 2025-03-28 | NP | GSELX - 高盛美国股票洞察基金机构 | 6,948 | 2,105 | ||||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -2,156 | -9.83 | -270 | -63.36 | |||
| 2025-08-26 | NP | VVIIX - Voya VACS 指数系列 I 投资组合 | 3,163 | 0.93 | 397 | 24.14 | ||||
| 2025-08-25 | NP | 伊顿万斯风险管理多元化股票收益基金 | 24,674 | 19.37 | 7,609 | 20.49 | ||||
| 2025-07-21 | 13F | 乐凯资产管理有限公司 | 6,122 | 1,888 | ||||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -84,833 | 22.02 | -10,636 | -50.40 | |||
| 2025-07-30 | 13F | Caliber Wealth Management，LLC/KS | 3,115 | 2.53 | 961 | 3.45 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 1,422 | 5.96 | 439 | 6.83 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 50,442 | 3.34 | 15,556 | 4.32 | ||||
| 2025-08-14 | 13F | 卡姆罗斯资本投资合伙公司 | 123,690 | 21.43 | 38,146 | 22.57 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 1,832 | 10.10 | 565 | 11.02 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 1,020 | 6.81 | 314 | 7.90 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 107 | 32.10 | 33 | 33.33 | ||||
| 2025-07-08 | 13F | 理查德·P·斯劳特联合公司 | 1,913 | 92.45 | 590 | 94.39 | ||||
| 2025-07-09 | 13F | 生活方式资产管理公司 | 1,007 | 311 | ||||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 18,702 | 9.29 | 5,622 | 8.41 | ||||
| 2025-07-28 | 13F | Nvest金融有限责任公司 | 5,816 | 20.86 | 1,794 | 21.97 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 19,350 | 99.48 | 5,968 | 101.38 | ||||
| 2025-08-26 | NP | AB 可变产品系列基金，股份有限公司 - AB 全球风险配置 - 中等投资组合 B 类 | 2,861 | 1,107.17 | 882 | 2,941.38 | ||||
| 2025-06-27 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 国际社会核心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 | 6,644 | 17.45 | 831 | 28.88 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 4,442 | 0.59 | 1,370 | 1.56 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 9,641 | 3.62 | 2,973 | 4.61 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 9 | 80.00 | 3 | 100.00 | ||||
| 2025-07-24 | 13F | 东方银行 | 87,082 | 4.49 | 26,856 | 5.47 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 1,412 | 16.21 | 436 | 17.25 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 30,960 | 0.06 | 9,548 | 1.00 | ||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 2,402,723 | 5.77 | 741,000 | 6.76 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 6 | 200.00 | 2 | |||||
| 2025-08-08 | 13F | 贝拉德公司 | 17,647 | 53.72 | 5,442 | 55.18 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 113,227 | 3.39 | 34,919 | 8.25 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 15,658 | 0.29 | 4,829 | 1.24 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多重管理国际股票投资组合 1 级 | 166 | 1.22 | 21 | 25.00 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 5 | 2 | ||||||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 110,600 | 4.05 | 34,109 | 5.03 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 2,543 | 2.91 | 764 | 2.14 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 214 | 5.94 | 66 | 6.56 | ||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 2,080 | 66.40 | 641 | 68.24 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 237,656 | 73,301 | ||||||
| 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 | 38,479 | 289.66 | 11,567 | 373.82 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 8,535 | 6.89 | 2,632 | 7.91 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 99,221 | 6.17 | 30,600 | 7.17 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 77,247 | 74.13 | 23,823 | 75.77 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 7,987 | 0.48 | 2,463 | 1.44 | ||||
| 2025-08-14 | 13F | 主权资本管理有限责任公司 | 2,068 | 18.31 | 638 | 19.29 | ||||
| 2025-08-27 | NP | FCTE - SMI 3Fourteen 全周期趋势 ETF | 69,244 | 21,355 | ||||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 669 | 204 | ||||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 3,614 | 1.06 | 1,115 | 1.92 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 8,570 | 30.48 | 2,643 | 31.70 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 12,611 | 8.82 | 3,791 | 7.95 | ||||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 1,204 | 0.33 | 371 | 1.37 | ||||
| 2025-08-06 | 13F | 南州公司 | 17,744 | 0.79 | 5,472 | 1.75 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 732 | 3.24 | 226 | 4.17 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 8,244 | 3.40 | 2,542 | 4.35 | ||||
| 2025-07-08 | 13F | IAM 咨询有限责任公司 | 3,583 | 0.11 | 1,105 | 1.10 | ||||
| 2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 1,465 | 0.21 | 452 | 1.12 | ||||
| 2025-07-22 | 13F | 运行橡树资本有限责任公司 | 54,029 | 2.76 | 16,713 | 3.72 | ||||
| 2025-07-11 | 13F | 马修戈夫投资顾问有限责任公司 | 1,200 | 370 | ||||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 11,175 | 35.73 | 3,446 | 37.02 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 16,261 | 14.55 | 5,015 | 15.61 | ||||
| 2025-07-29 | 13F | 伯福德兄弟公司 | 1,723 | 0.12 | 531 | 1.14 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 71,909 | 3.48 | 22,177 | 4.45 | ||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 3,226 | 16.97 | 995 | 18.05 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 1,784,778 | 12.55 | 550,426 | 13.61 | ||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 712 | 8.37 | 218 | 8.50 | ||||
| 2025-08-14 | 13F | 遗产财富管理有限公司 | 3,340 | 1.06 | 1,030 | 2.08 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 8,076 | 12.04 | 2,428 | 11.13 | ||||
| 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 | 1,740 | 2.72 | 537 | 3.68 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 407 | 27.99 | 126 | 28.87 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 46,824 | 14,075 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 300,128 | 287.19 | 92,559 | 290.84 | ||||
| 2025-08-05 | 13F | 联邦退休投资有限责任公司 | 6,422 | 22.46 | 1,981 | 23.60 | ||||
| 2025-08-07 | 13F | BHK 投资顾问有限公司 | 2,761 | 3.18 | 852 | 4.16 | ||||
| 2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 13,946 | 59.38 | 4,540 | 64.64 | ||||
| 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 | 1,220,250 | 9.83 | 397,228 | 13.44 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 9,835 | 7.71 | 3,033 | 8.75 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 11,270 | 58.11 | 3,669 | 94.90 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 689 | 212 | ||||||
| 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 | 901,812 | 0.59 | 271,085 | -0.21 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 19,029 | 5.84 | 5,869 | 6.30 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 74,833 | 15.07 | 24,360 | 18.85 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 10,334 | 4.64 | 3,106 | 3.81 | ||||
| 2025-08-14 | 13F | 松港财富管理有限责任公司 | 831 | 20.26 | 256 | 21.33 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 804 | 3.21 | 248 | 3.78 | ||||
| 2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 1,279 | 32.54 | 394 | 34.01 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 26,790 | 1,415.27 | 8,721 | 3,579.32 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 13,051 | 4,025 | ||||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 16,599 | 2.48 | 5 | 25.00 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 278,204 | 2.34 | 85,798 | 3.31 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 18,081 | 1.38 | 5,576 | 2.33 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 3,301 | 1,018 | ||||||
| 2025-07-24 | 13F | 支付宝证券公司 | 8 | 60.00 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | 中心财富管理 | 11,362 | 0.99 | 3,475 | 1.08 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 7,944 | 1.07 | 2,450 | 2.04 | ||||
| 2025-08-14 | 13F | 长荣财富解决方案有限责任公司 | 969 | 1.47 | 299 | 2.41 | ||||
| 2025-07-22 | 13F | 康帕斯金融集团有限公司/SD | 1,161 | 0.09 | 358 | 0.85 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 27,871 | 7.43 | 9,073 | 10.96 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 120,653 | 0.12 | 36,612 | 0.99 | ||||
| 2025-07-24 | 13F | KFA 私人财富集团有限责任公司 | 4,203 | 1,296 | ||||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 11,056 | 3.57 | 3,410 | 4.54 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 2,800 | 1.34 | 867 | 2.24 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 1,301,238 | 0.33 | 401,302 | 1.28 | ||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 73,665 | 2.13 | 23 | 0.00 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 5,358 | 4.91 | 1,653 | 5.90 | ||||
| 2025-08-05 | 13F | KJ 哈里森合伙人公司 | 801 | 0.50 | 247 | 1.65 | ||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 1,378 | 2.30 | 416 | 0.97 | ||||
| 2025-07-22 | NP | GSIE - 高盛 ActiveBeta(R) 国际股票 ETF | 13,924 | 27.09 | 1,867 | 66.01 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 1,727 | 0.88 | 533 | 1.72 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 1,242 | 0.08 | 383 | 0.79 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 33 | 10 | ||||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 6,712 | 9.71 | 2,070 | 10.70 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 1,777 | 13.69 | 548 | 14.88 | ||||
| 2025-07-29 | 13F | 西北象限财富管理有限责任公司 | 3,209 | 0.44 | 990 | 1.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 33,662 | 0.24 | 10,381 | 1.19 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 388,066 | 14.49 | 118,114 | 15.30 | ||||
| 2025-06-26 | NP | SOVF - 主权资本繁荣基金 | 1,918 | 21.93 | 577 | 21.01 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 12,609 | 6.52 | 3,889 | 7.52 | ||||
| 2025-08-14 | 13F | 森蒂努斯有限责任公司 | 1,637 | 4.00 | 505 | 5.00 | ||||
| 2025-05-30 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 2,008 | 14.81 | 614 | 19.96 | ||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 376,626 | 13.56 | 122,603 | 17.29 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 4,312 | 1.32 | 1,404 | 4.62 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 37,168 | 11,463 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 32 | 14.29 | 10 | 12.50 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 652 | 0.62 | 201 | 2.03 | ||||
| 2025-07-28 | NP | ZGFAX-美国Beacon Ninety One全球特许经营基金Y类 | 39,616 | 0.15 | 12,896 | 3.44 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 81,158 | 3.58 | 25,029 | 4.55 | ||||
| 2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 1,454 | 21.37 | 437 | 24.15 | ||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 923 | 15.38 | 285 | 16.39 | ||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,106 | 2.98 | 633 | 2.26 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 90 | 80.00 | 28 | 80.00 | ||||
| 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 | 100,503 | 1.35 | 30,211 | 0.54 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 2,638 | 814 | ||||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 1,700 | 28.89 | 524 | 30.35 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 11,342 | 12.15 | 3,513 | 13.14 | ||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 268 | 24.07 | 83 | 26.15 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 91,062 | 0.64 | 28,084 | 1.59 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 14,440 | 0.65 | 4,453 | 1.60 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 292 | 10.61 | 90 | 12.50 | ||||
| 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 | 339 | 285.23 | 102 | 288.46 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 274 | 1.11 | ||||||
| 2025-04-28 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 10,667 | 4.11 | 3,362 | 6.93 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 79,337 | 13.77 | 24,468 | 14.84 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 5,501 | 9.58 | 1,696 | 10.63 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 4,931 | 5.95 | 1,521 | 6.97 | ||||
| 2025-08-26 | NP | QQXT - First Trust Nasdaq-100 除科技行业指数基金 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 | 63,567 | 876.45 | 19,604 | 885.62 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 3,815 | 8.23 | 1,182 | 9.24 | ||||
| 2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 8,628 | 11.85 | 2,661 | 12.90 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 62 | 19 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 28 | 16.67 | 9 | 14.29 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 841,631 | 89.45 | 259,559 | 91.23 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 2,819 | 23.75 | 869 | 24.86 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 259,534 | 4.20 | 80,468 | 5.73 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 成长与收入基金初始类别 | 2,462 | 759 | ||||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 3,727 | 53.69 | 1,213 | 58.77 | ||||
| 2025-06-25 | NP | PIEQX - T. Rowe Price 国际股票指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,664 | 10.68 | 333 | 21.53 | ||||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 46,600 | 214.86 | 14,137 | 218.19 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 20,537 | 1,035.90 | 6,173 | 1,454.91 | ||||
| 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 | 24 | 26.32 | 7 | 40.00 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,248 | 4.35 | 385 | 5.21 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 107,616 | 21.79 | 33,189 | 22.93 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 70,309 | 8.45 | 21,684 | 9.46 | ||||
| 2025-08-26 | NP | FLEU - 富兰克林富时欧洲对冲 ETF | 252 | 117.24 | 31 | 181.82 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 11,881 | 18.89 | 3,664 | 19.62 | ||||
| 2025-07-18 | 13F | 太平洋点顾问有限公司 | 5,089 | 5.38 | 1,570 | 6.37 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 1,800 | 555 | |||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 2,455 | 4.20 | 757 | 5.29 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 1,500 | 463 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | 610 | 188 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 64,316 | 20.37 | 19,835 | 21.50 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 2,073 | 1.32 | 639 | 2.24 | ||||
| 2025-08-26 | NP | IGF - iShares 全球基础设施 ETF | 1,230,198 | 17.50 | 154,233 | 44.70 | ||||
| 2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 610,993 | 43.17 | 188,430 | 44.52 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 1,393 | 28.74 | 432 | 29.82 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 9,446 | 7.77 | 2,913 | 8.82 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 61,862 | 3.33 | 19,078 | 4.30 | ||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 682,058 | 606.64 | 210,347 | 891.54 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 1,357 | 14.32 | 418 | 15.47 | ||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 1,301 | 12.06 | 391 | 11.40 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 动态增长投资组合 IB 级 | 3,286 | 778.61 | 1,013 | 2,102.17 | ||||
| 2025-08-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 924 | 1.76 | 285 | 2.53 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 3,814 | 2.55 | 1,176 | 3.52 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -10,841 | 50.74 | -1,359 | -38.73 | |||
| 2025-06-25 | NP | AQEAX - 哥伦比亚纪律核心基金 A 类 | 264,857 | 93.90 | 79,616 | 92.36 | ||||
| 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 | 5,132,388 | 0.57 | 1,670,746 | 3.88 | ||||
| 2025-07-23 | 13F | 沃姆瑟兄弟管理公司 | 10,488 | 3,233 | ||||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 1,659 | 509 | ||||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 34,850 | 0.04 | 10,748 | 0.98 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 3,104 | 0.39 | 957 | 1.38 | ||||
| 2025-07-16 | 13F | FORM财富顾问有限责任公司 | 836 | 4.50 | 258 | 5.33 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 611 | 6.45 | 188 | 7.43 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 12,328 | 2.74 | 3,802 | 3.68 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 10,074 | 3.95 | 3,279 | 7.37 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 7,400 | 2,282 | ||||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 30,652 | 0.53 | 9,453 | 1.47 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 254,528 | 0.84 | 78,496 | 1.79 | ||||
| 2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 219 | 54.23 | 68 | 55.81 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 7,853 | 1.99 | 2,369 | 5.43 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 1,120 | 0.45 | 345 | 1.47 | ||||
| 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 | 4,312 | 1,404 | ||||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 3,789 | 1.04 | 1,169 | 2.01 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,946 | 27.20 | 909 | 28.43 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 5,509 | 2.38 | 1,699 | 3.28 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 24,086 | 3.14 | 7,841 | 6.52 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 630 | 194 | ||||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 1,875 | 1.74 | 578 | 2.66 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 10,033 | 30.38 | 3,016 | 213.41 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 21,995 | 12.27 | 6,783 | 13.33 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 23 | 7 | ||||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 63,946 | 19,721 | ||||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 1,597 | 18.30 | 480 | 17.36 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 40,342 | 1.31 | 12,442 | 2.26 | ||||
| 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 | 4,480 | 46.45 | 1,347 | 45.36 | ||||
| 2025-08-14 | 13F | 道富银行 | 18,782,407 | 1.01 | 5,820,445 | 1.95 | ||||
| 2025-06-18 | NP | RGIAX - 全球基础设施基金 A 类 | 57,730 | 71.53 | 7,226 | 88.47 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 4,550 | 3.76 | 1,368 | 2.94 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 7,823 | 39.08 | 2,413 | 40.40 | ||||
| 2025-06-18 | NP | RTXAX - 税务管理实物资产基金 A 类 | 60,383 | 134.64 | 7,558 | 157.86 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 7,128 | 12.62 | 2,211 | 14.38 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 1,846 | 7.26 | 569 | 8.38 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 251,568 | 0.29 | 77,785 | 1.50 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 608 | 1,347.62 | 188 | 3,640.00 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 26,582 | 1.88 | 8,198 | 2.84 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 30 | 36.36 | 9 | 50.00 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 31,931 | 1.42 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 721 | 4.34 | 222 | 5.21 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 40 | 12 | ||||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 164 | 42.61 | 49 | 44.12 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 11,919 | 3.20 | 3,676 | 4.17 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 1,259 | 21.76 | 388 | 23.17 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 97,783 | 0.86 | 30,156 | 1.81 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 2,256 | 6.97 | 699 | 8.04 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 90 | 28 | ||||||
| 2025-08-13 | 13F | 顶点规划合作伙伴有限责任公司 | 812 | 0.50 | 250 | 1.63 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 21,709 | 5.49 | 7,067 | 8.94 | ||||
| 2025-07-11 | 13F | TrimTabs 资产管理有限责任公司 | 38,079 | 17.47 | 11,744 | 18.57 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 2,781 | 34.80 | 858 | 36.03 | ||||
| 2025-07-23 | NP | DBEF - Xtrackers MSCI EAFE 对冲股票 ETF | 15,203 | 2.76 | 2,039 | 34.61 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 4,144 | 0.02 | 1,278 | 0.95 | ||||
| 2025-07-28 | NP | VCSOX - 国际社会责任基金 | 2,429 | 7.24 | 326 | 39.48 | ||||
| 2025-08-07 | 13F | 商业银行 | 111,205 | 0.11 | 34,296 | 1.05 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 8,996 | 24.91 | 2,774 | 26.09 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 494 | 106.69 | 148 | 105.56 | ||||
| 2025-07-14 | 13F | 金融丰收有限责任公司 | 1,996 | 616 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,818 | 4.90 | 561 | 5.86 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 23,663 | 7,298 | ||||||
| 2025-05-23 | NP | PIBAX - PGIM 平衡基金 A 类 | 7,300 | 711.11 | 2,230 | 895.54 | ||||
| 2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 37,521 | 19.45 | 11,279 | 18.50 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 42,471 | 3.44 | 13,098 | 4.41 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 161,076 | 8.64 | 49,676 | 11.37 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 1,920 | 71.43 | 1 | |||||
| 2025-08-13 | 13F | 挪威银行 | 2,259,535 | 696,841 | ||||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 819 | 253 | ||||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 11,412 | 450.77 | 3,715 | 468.76 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 440 | 1.38 | 136 | 2.27 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 28,013 | 2.65 | 8,700 | 4.35 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 266 | 6.83 | 87 | 10.26 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 71,929 | 5.66 | 23,415 | 9.14 | ||||
| 2025-08-08 | 13F | 尼克松皮博迪信托公司 | 7,207 | 3.06 | 2,223 | 4.03 | ||||
| 2025-08-05 | 13F | KDT 顾问有限公司 | 2,177 | 4.21 | 671 | 5.17 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 16 | 220.00 | 5 | 300.00 | ||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 7,717 | 4.67 | 2,377 | 5.51 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 1,794 | 84.19 | 553 | 86.20 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,139 | 1.68 | 3,744 | 2.63 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 10,872 | 12.08 | 3,268 | 11.19 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 119,593 | 19.27 | 36,883 | 20.39 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,314 | 1.15 | 405 | 2.27 | ||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,582 | 6.82 | 515 | 10.30 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 2,097 | 2.24 | 683 | 13.48 | ||||
| 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 | 9,039 | 6.18 | 2,788 | 7.19 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -17,953 | 58.95 | -2,251 | -35.40 | |||
| 2025-08-12 | 13F | 实谈资本有限责任公司 | 992 | 0.10 | 306 | 0.99 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 7,401 | 2.49 | 2,282 | 3.45 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 2,691,223 | 1.03 | 829,973 | 1.98 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 4,576,681 | 13.52 | 1,411,449 | 14.58 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 1,080 | 333 | ||||||
| 2025-08-26 | NP | NMFIX - 多管理人全球上市基础设施基金 | 90,164 | 167.38 | 11,317 | 228.19 | ||||
| 2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 25,623 | 0.03 | 8 | 0.00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 5,529 | 8.48 | 1,705 | 11.22 | ||||
| 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 | 16 | 14.29 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 178,745 | 1.86 | 55,125 | 2.82 | ||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 17,526 | 32.06 | 5,405 | 33.33 | ||||
| 2025-08-14 | 13F | 帕洛阿尔托财富顾问有限公司 | 673 | 209 | ||||||
| 2025-08-26 | NP | BGIG - Bahl & Gaynor 收入增长 ETF | 19,672 | 14.75 | 6,067 | 15.83 | ||||
| 2025-07-15 | 13F | 霍弗及同事。公司 | 1,801 | 0.33 | 555 | 1.28 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 15,493 | 6.44 | 4,778 | 7.44 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 60 | 19 | ||||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 266 | 10.37 | 80 | 8.22 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 6,191 | 2.81 | 1,909 | 3.81 | ||||
| 2025-08-08 | 13F | 安全金融服务公司 | 1,440 | 19.70 | 444 | 20.98 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 35,619 | 2.39 | 10,985 | 3.35 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 346,794 | 5.66 | 104,246 | 4.82 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 42 | 31.25 | 13 | 33.33 | ||||
| 2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 106,277 | 426.33 | 32,776 | 638.67 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 1,582 | 1.41 | 488 | 2.31 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 13,405 | 4,134 | ||||||
| 2025-07-07 | 13F | 加速投资顾问有限责任公司 | 836 | 17.25 | 258 | 18.43 | ||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 1,631 | 0.49 | 503 | 1.62 | ||||
| 2025-07-23 | 13F | 增值金融有限责任公司 | 1,850 | 0.27 | 571 | 1.24 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 14,681 | 148.24 | 4,549 | 150.77 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 6,214 | 8.03 | 2,023 | 11.59 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 2,960 | 34.12 | 890 | 33.08 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 9,042 | 1.54 | 2,789 | 2.50 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 1,586 | 489 | ||||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 4,938 | 27.70 | 1,607 | 31.94 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 纪律核心基金 3 级 | 203,889 | 7.82 | 62,879 | 8.83 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 338 | 39.67 | 89 | 29.41 | ||||
| 2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 1,072 | 1.42 | 331 | 2.48 | ||||
| 2025-08-05 | 13F | 康普顿金融集团有限责任公司 | 694 | 0.58 | 214 | 1.43 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 6,728 | 2,075 | ||||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 703 | 217 | ||||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 205,735 | 108,181.58 | 17 | |||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 3,211 | 0.09 | 990 | 1.02 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 14,251 | 2.10 | 4,414 | 3.06 | ||||
| 2025-08-06 | 13F | SNS 金融集团有限责任公司 | 1,389 | 0.29 | 431 | 1.18 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 2,446 | 5.75 | 754 | 6.80 | ||||
| 2025-07-22 | 13F | PUREfi 财富有限责任公司 | 3,875 | 14.17 | 1,195 | 15.35 | ||||
| 2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 11,858 | 52.57 | 3,565 | 51.40 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 40,508 | 1.86 | 12,493 | 2.81 | ||||
| 2025-07-18 | 13F | 克拉蒂金融有限责任公司 | 1,052 | 3.04 | 324 | 4.18 | ||||
| 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 | 246,336 | 9.61 | 74,049 | 8.73 | ||||
| 2025-08-12 | 13F | HFR 财富管理有限责任公司 | 47,931 | 0.61 | 14,782 | 1.55 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 543,244 | 65.97 | 168 | 68.69 | ||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 10,300 | 21.18 | 3,177 | 22.29 | ||||
| 2025-08-05 | 13F | 卡森咨询公司 | 1,047 | 0.10 | 323 | 1.25 | ||||
| 2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 4 | 1 | ||||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 1,382 | 78.78 | 415 | 77.35 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 75,597 | 2.31 | 23,314 | 3.27 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 883 | 119.65 | 287 | 127.78 | ||||
| 2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 4,049 | 0.65 | 1,249 | 1.55 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 114 | 338.46 | 35 | 400.00 | ||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 5,332 | 0.43 | 1,644 | 1.36 | ||||
| 2025-06-26 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,007 | 49.15 | 2,708 | 103.84 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 674 | 209 | ||||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 755 | 9.74 | 233 | 10.48 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 49 | 15 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 4,600 | 6.65 | 1,383 | 5.82 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 4,100 | 32.26 | 1,264 | 33.47 | |||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 14,922 | 30.35 | 4,602 | 31.57 | ||||
| 2025-06-27 | NP | TWCGX - 成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 321,213 | 96,557 | ||||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 36,567 | 1.84 | 11,277 | 2.80 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 2,362 | 1.33 | 732 | 6.71 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 1,560 | 2.03 | 481 | 3.00 | ||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 3,728 | 22.96 | 1,150 | 24.08 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 105,609 | 2.21 | 33 | 3.23 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 2,408 | 2.03 | 743 | 2.91 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 820 | 2.37 | 253 | 3.28 | ||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 659 | 203 | ||||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 5,296 | 0.32 | 1,587 | -2.88 | ||||
| 2025-07-18 | 13F | Generali Investments CEE，一家投资公司， | 9,000 | 12.50 | 2,776 | 13.54 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 2,826 | 8.23 | 864 | 8.00 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 1,798 | 540 | ||||||
| 2025-05-28 | NP | QCGLRX - 全球股票账户 R1 级 | 231,885 | 47,320.25 | 70,848 | 60,452.99 | ||||
| 2025-07-10 | 13F | 瑞安投资管理公司 | 10 | 3 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 18,763 | 55.92 | 5,787 | 57.40 | ||||
| 2025-08-14 | 13F | 西托资本集团有限责任公司 | 4,500 | 4.65 | 1 | 0.00 | ||||
| 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 | 61 | 35.56 | 18 | 38.46 | ||||
| 2025-08-08 | 13F | OmniStar 金融集团公司 | 8,012 | 8.33 | 2,471 | 9.29 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 1,089 | 0.46 | 336 | 1.21 | ||||
| 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 | 9,378 | 1.67 | 2,819 | 0.89 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 41,300,182 | 0.86 | 12,736,976 | 1.80 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 847 | 5.35 | 261 | 6.53 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 35,006 | 0.15 | 10,796 | 1.09 | ||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 180 | 5.26 | 56 | 5.77 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 233,449 | 2.17 | 71,996 | 3.13 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 936 | 289 | ||||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 1,650 | 0.12 | 509 | 1.19 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 1,957 | 3.27 | 604 | 8.84 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 29,754 | 27.66 | 9,138 | 33.23 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 13,600 | 16.24 | 4,194 | 17.35 | ||||
| 2025-04-17 | NP | FLSPX - SPECTRUM FUND 零售类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 2,135 | 64.23 | 658 | 65.74 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 69 | 38.00 | 21 | 40.00 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 2,773 | 8.45 | 860 | 9.69 | ||||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 76,884 | 0.12 | 23,111 | -0.67 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 5,844 | 39.84 | 1,804 | 44.82 | ||||
| 2025-08-14 | 13F | 莱特森投资管理公司 | 20,189 | 0.02 | 6,226 | 0.96 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 44 | 14 | ||||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 79,753 | 30.50 | 24,596 | 31.73 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 130 | 42 | ||||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 6,076 | 16.60 | 1,874 | 17.65 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 国际指数基金 Y 级 | 1,852 | 21.52 | 232 | 49.68 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 3,280 | 635 | ||||||
| 2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 9,265 | 3.97 | 2,857 | 4.96 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 1,727 | 533 | ||||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 14,824 | 10.97 | 4,826 | 14.61 | ||||
| 2025-07-29 | 13F | 第一银行公司 /ME/ | 1,070 | 330 | ||||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 3,997 | 0.48 | 1 | 0.00 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 808,680 | 9.67 | 249,397 | 1.38 | ||||
| 2025-04-24 | NP | ESGD - iShares ESG MSCI EAFE ETF | 71,433 | 3.40 | 7,321 | -8.50 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 30,418 | 62.47 | 9,381 | 63.99 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 52,068 | 60.65 | 15,664 | 77.10 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 649,511 | 90.78 | 200,309 | 92.57 | ||||
| 2025-07-31 | 13F | Tandem 投资顾问公司 | 235,235 | 36.41 | 73 | 38.46 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 882 | 0.34 | 272 | 1.12 | ||||
| 2025-08-22 | NP | 三洲公司 | 50,693 | 8.64 | 15,634 | 9.66 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 27,165 | 0.32 | 8,378 | 1.26 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 1,629 | 2.13 | 502 | 5.91 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 63,000 | 6.24 | 19,429 | 7.24 | |||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 2,706 | 2.34 | 835 | 3.35 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 630 | 192 | ||||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 17 | 13.33 | 5 | 25.00 | ||||
| 2025-07-30 | 13F | 道德公司 | 75,710 | 1.43 | 22,974 | 0.41 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 46,187 | 878.54 | 14,244 | 887.79 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 6,200 | 77.14 | 1,912 | 78.86 | ||||
| 2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 3,435 | 1,059 | ||||||
| 2025-07-25 | NP | PABD - iShares 巴黎气候 MSCI 世界（美国除外）ETF | 1,092 | 37.70 | 146 | 80.25 | ||||
| 2025-07-17 | 13F | 圣约资产管理有限责任公司 | 17,555 | 0.25 | 5,414 | 1.20 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 77,519 | 4,647.03 | 23,907 | 4,700.40 | ||||
| 2025-08-12 | 13F | 乔治城大学 | 22,450 | 0.58 | 6,924 | 1.53 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 1,831 | 26.80 | 1 | |||||
| 2025-08-14 | 13F | 温莎咨询集团有限责任公司 | 998 | 10.40 | 308 | 11.23 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 3,733 | 5.39 | 1,151 | 6.38 | ||||
| 2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 8,656 | 855 | ||||||
| 2025-08-07 | 13F | 梅波特有限公司 | 777 | 0.78 | 240 | 1.70 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 2,460 | 9.82 | 762 | 10.92 | ||||
| 2025-08-14 | 13F | 阿伯丁财富管理有限公司 | 11,492 | 0.01 | 3,544 | 0.97 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 12,264 | 3,782 | ||||||
| 2025-08-01 | 13F | 莫特科 | 2,516 | 1.00 | 779 | 2.23 | ||||
| 2025-07-16 | 13F | 利特尔约翰金融服务有限公司 | 2,921 | 1.32 | 901 | 2.27 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 952 | 0.32 | 294 | 1.38 | ||||
| 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 | 949 | 2.93 | 285 | 2.15 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 1,437 | 2.28 | 443 | 3.26 | ||||
| 2025-08-21 | NP | RALIX - Lazard 实物资产和定价机会投资组合机构股票 | 108 | 6.93 | 14 | 30.00 | ||||
| 2025-06-30 | NP | QQQG - Pacer Nasdaq 100 前 50 大现金牛成长型 ETF | 245 | 13.43 | 74 | 12.31 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 236 | 1.29 | 73 | 1.41 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 825 | 255 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 26,681 | 97.80 | 8,108 | 99.16 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 7,468 | 3.65 | 2,245 | 2.79 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 520 | 2.16 | 169 | 5.63 | ||||
| 2025-08-07 | 13F | 斯科公司 | 208,215 | 1.29 | 64 | 3.23 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 1,305 | 14.07 | 401 | 14.61 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 3,348 | 131.06 | 1,032 | 133.48 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 50 | 15 | ||||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 8,333 | 0.42 | 2,570 | 1.34 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 6,752 | 3.01 | 2,082 | 4.00 | ||||
| 2025-08-13 | 13F | 温斯洛资本管理有限公司 | 46,200 | 14,248 | ||||||
| 2025-07-16 | 13F | 迈耶汉德曼公司 | 84,153 | 12.24 | 25,953 | 13.29 | ||||
| 2025-08-06 | 13F | 延龄草资产管理有限公司 | 1,194 | 26.08 | 368 | 27.34 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 39,709 | 0.99 | 12,249 | 1.96 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 19,027 | 96.99 | 5,868 | 98.81 | ||||
| 2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 149,175 | 10.70 | 48,561 | 14.33 | ||||
| 2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 1,033 | 2.89 | 319 | 3.92 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 737 | 227 | ||||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 2,012 | 37.71 | 620 | 39.01 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 5,002 | 3.93 | 1,543 | 4.90 | ||||
| 2025-08-13 | 13F | 金融复仇者公司 | 868 | 0.58 | 268 | 1.52 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 312,046 | 19.84 | 96,235 | 20.97 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 9,900 | 39.44 | 3,053 | 40.76 | ||||
| 2025-06-26 | NP | IEUR - iShares 核心 MSCI 欧洲 ETF | 15,835 | 29.11 | 1,980 | 41.73 | ||||
| 2025-08-05 | 13F | 北角财富管理有限公司 | 6,432 | 0.08 | 1,984 | 1.02 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 1,057 | 0.28 | 0 | |||||
| 2025-07-31 | 13F | 时刻合作伙伴有限责任公司 | 3,484 | 0.09 | 1,074 | 1.03 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 5,951 | 6.92 | 1,835 | 7.94 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 377,522 | 18.31 | 116,428 | 19.42 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 354,340 | 7.47 | 109,278 | 8.48 | ||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 965 | 0.10 | 297 | 1.02 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 2,407 | 742 | ||||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 243 | 104.20 | 75 | 105.56 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 1,212 | 20.96 | 374 | 21.90 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 29,008 | 4.80 | 8,946 | 5.21 | ||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 12,678 | 3.43 | 3,910 | 4.38 | ||||
| 2025-07-21 | 13F | DMKC 咨询服务有限公司 | 6,252 | 1,889 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,058 | 2.32 | 326 | 3.49 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 15,228 | 12.08 | 4,578 | 11.20 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 18,395 | 3.80 | 6 | 0.00 | ||||
| 2025-07-23 | 13F | 哥伦布宏有限责任公司 | 23,475 | 7.30 | 7,240 | 8.30 | ||||
| 2025-07-25 | NP | PGSLX - 全球可持续上市基础设施基金机构类别 | 5,987 | 8.19 | 803 | 41.45 | ||||
| 2025-08-05 | 13F | Optimise 咨询服务有限公司 | 1,717 | 7.99 | 529 | 9.07 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 2,173 | 107.35 | 653 | 105.99 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 366 | 119 | ||||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 6,442 | 0.33 | 1,997 | 1.27 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 78,554 | 0.82 | 24,256 | 1.78 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 10,509 | 12.60 | 3,421 | 16.29 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 7 | 40.00 | 2 | 100.00 | ||||
| 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 | 5,346 | 3,950.00 | 1,607 | 4,020.51 | ||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 1,798 | 0.22 | 1 | |||||
| 2025-07-10 | 13F | 向日葵银行，NA | 2,632 | 0.08 | 812 | 1.00 | ||||
| 2025-08-07 | 13F | Pcg资产管理有限责任公司 | 925 | 285 | ||||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 472 | 6.79 | 154 | 10.07 | ||||
| 2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 402 | 124 | ||||||
| 2025-08-14 | 13F | 哈里斯联合有限合伙人 | 1,605 | 18.45 | 495 | 19.61 | ||||
| 2025-06-25 | NP | HUSV - First Trust Horizon 管理波动性国内 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 | 6,818 | 60.01 | 2,049 | 58.71 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 88,687 | 263.96 | 28,870 | 275.96 | ||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 16,944 | 1.33 | 5,225 | 2.29 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 1,043 | 322 | ||||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 1,383 | 41.27 | 427 | 42.47 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 35,370 | 4.43 | 10,632 | 3.60 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 86,660 | 1.19 | 26,050 | 0.38 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 4,477 | 7.52 | 1,381 | 8.49 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 32,961 | 4.99 | 10,165 | 5.97 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 1,744 | 0.75 | 538 | 1.70 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 5,840 | 1,772 | ||||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 15,684 | 4.01 | 48 | 4.35 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 5,991 | 1,848 | ||||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 3,505 | 1,081 | ||||||
| 2025-08-14 | 13F | Synovus金融公司 | 58,841 | 0.67 | 18,147 | 1.62 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,644 | 4.38 | 507 | 5.20 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 34,551 | 0.21 | 10,656 | 1.15 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 16,861 | 16.10 | 5,201 | 17.20 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 9 | 3 | ||||||
| 2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 418 | 0.24 | 126 | -0.79 | ||||
| 2025-04-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 318 | 84.88 | 100 | 92.31 | ||||
| 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 | 177,919 | 0.96 | 53,482 | 0.16 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 10,017 | 457.43 | 3,011 | 668.11 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 290,588 | 49.40 | 89,617 | 50.81 | ||||
| 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 | 685,271 | 12.29 | 205,992 | 11.40 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 3,139 | 3.02 | 968 | 4.09 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 4,115 | 0.81 | 1,269 | 1.76 | ||||
| 2025-07-31 | 13F | Opus资本集团有限责任公司 | 1,628 | 0.06 | 1 | |||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 5,143 | 3.46 | 1,586 | 4.48 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 471,787 | 6.00 | 153,581 | 9.48 | ||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 15,900 | 1,490.00 | 4,780 | 1,882.99 | ||||
| 2025-06-26 | NP | IDEV - iShares 核心 MSCI 国际发达市场 ETF | 26,862 | 8.87 | 3,359 | 19.49 | ||||
| 2025-08-28 | NP | GII - SPDR(R) 标普全球基础设施 ETF | 90,690 | 5.47 | 11,327 | 29.80 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 982 | 4.58 | 303 | 5.59 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 386,113 | 1.67 | 119,077 | 2.62 | ||||
| 2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 1,726 | 0.06 | 532 | 0.95 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,184 | 67.94 | 356 | 66.67 | ||||
| 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 | 13,000 | 4,232 | ||||||
| 2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 848 | 262 | ||||||
| 2025-07-24 | 13F | 贝-道格拉斯有限责任公司 | 14,917 | 36.79 | 4,600 | 38.10 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 8,503 | 1.66 | 2,622 | 2.62 | ||||
| 2025-08-07 | 13F | PFG顾问 | 18,929 | 21.22 | 5,838 | 22.34 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 5,573 | 48.10 | 1,814 | 52.95 | ||||
| 2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 148 | 94.74 | 48 | 108.70 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 7,128 | 5.40 | 2,198 | 6.39 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 1,483 | 14.52 | 457 | 15.70 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 199,874 | 12.38 | 61,641 | 13.43 | ||||
| 2025-08-14 | 13F | 东海岸资产管理有限公司。 | 6,633 | 0.18 | 2,046 | 1.14 | ||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 40 | 100.00 | 12 | 100.00 | ||||
| 2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 803 | 247 | ||||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 2,052 | 5.56 | 633 | 6.58 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 21,000 | 0.43 | 6,836 | 3.73 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 326,575 | 68.23 | 101,008 | 69.58 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 92 | 196.77 | 28 | 211.11 | ||||
| 2025-07-24 | NP | FAGAX - 富达顾问成长机会基金 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 | 350,800 | 114,196 | ||||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 58,662 | 1.10 | 18,091 | 2.05 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 15,337 | 15.86 | 4,730 | 16.94 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 351,367 | 14.03 | 108 | 14.89 | ||||
| 2025-07-07 | 13F | RDA金融网络 | 6,043 | 5.94 | 1,864 | 6.95 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 755 | 233 | ||||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 140,937 | 0.85 | 43,465 | 1.79 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 18,655 | 1.07 | 5,754 | 2.02 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 9,171 | 2.23 | 2,842 | 3.20 | ||||
| 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 | 233,410 | 0.30 | 75,982 | 3.60 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 71,684 | 1.85 | 21,548 | 1.05 | ||||
| 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 | 25,862 | 18.92 | 8,419 | 22.82 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,532 | 1.86 | 461 | 1.10 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 7,919 | 1.90 | 2,442 | 2.86 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 1,458,803 | 10.07 | 450 | 11.14 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 410 | 40,900.00 | 126 | 5.00 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 66,481 | 31.10 | 21 | 33.33 | ||||
| 2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 2,204 | 5.91 | 680 | 6.93 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 99,440 | 8.12 | 30,667 | 9.14 | ||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 10,073 | 0.06 | 3,106 | 1.01 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 11,800 | 226.69 | 3,639 | 229.92 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 31,000 | 43.52 | 9,560 | 44.87 | |||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 20,792 | 14.62 | 6,768 | 18.38 | ||||
| 2025-07-28 | NP | TOLZ - ProShares DJ 布鲁克菲尔德全球基础设施 ETF | 4,446 | 16.78 | 596 | 53.21 | ||||
| 2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 648 | 21.58 | 200 | 22.84 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 57,821 | 37.60 | 17,381 | 36.51 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 3,097 | 10.92 | 955 | 12.09 | ||||
| 2025-08-08 | 13F | KBC 集团 | 89,900 | 6.37 | 28 | 8.00 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 40 | 90.48 | 12 | 100.00 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 5,002 | 12.35 | 1,543 | 13.38 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 19,806 | 3.03 | 6,108 | 4.00 | ||||
| 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 | 22 | 7 | ||||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 11,949 | 17.72 | 3,685 | 18.83 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 3,751 | 4.02 | 1,157 | 5.00 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 QQQ 低波动率 ETF | 437 | 21.73 | 142 | 25.66 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 3,921 | 46.85 | 1,199 | 47.12 | ||||
| 2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 8,537 | 1.72 | 2,633 | 2.65 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 15,686 | 4.55 | 4,838 | 5.54 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 585 | 0.34 | 181 | 1.12 | ||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 6,809 | 11.84 | 2,100 | 12.85 | ||||
| 2025-05-30 | NP | SPGIX - Simt 大盘成长基金 I 类 | 1,340 | 52.62 | 409 | 93.84 | ||||
| 2025-05-30 | NP | RAYD - 瑞联量化发达市场股票ETF | 6,002 | 398.50 | 1,834 | 450.45 | ||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 935 | 1.96 | 288 | 2.86 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 14,542 | 12.80 | 4,734 | 16.49 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 18,686 | 15.27 | 6 | 25.00 | ||||
| 2025-08-08 | 13F | 比昂多投资顾问有限责任公司 | 40,955 | 1.48 | 12,631 | 2.44 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 104,000 | 38.85 | 32,074 | 40.15 | |||
| 2025-07-23 | 13F | BankPlus 信托部 | 13,369 | 5.63 | 4,123 | 6.65 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 886 | 9.52 | 273 | 10.53 | ||||
| 2025-07-22 | 13F | 罗马诺兄弟公司 | 2,880 | 0.03 | 888 | 1.02 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 3,875 | 260.80 | 1,195 | 264.33 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 96 | 4.35 | 30 | 3.57 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 1,715 | 0.70 | 529 | 1.54 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 24,903 | 0.35 | 7,652 | -0.17 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 20,330 | 196.36 | 6,270 | 199.24 | ||||
| 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 | 424 | 16.48 | 127 | 15.45 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 48,467 | 6.51 | 14,569 | 5.67 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 135 | 10.66 | 41 | 10.81 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 2,995 | 6.93 | 975 | 10.43 | ||||
| 2025-08-20 | NP | RIFR - 全球基础设施主动型 ETF | 1,893 | 237 | ||||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 9 | 3 | ||||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 22,200 | 7 | ||||||
| 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 | 39,570 | 1.70 | 12,203 | 2.66 |
