机构和基金投资人持股 - 买家
在亚瑟·J·加拉格尔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, CFSIX - Touchstone Sands Capital Select Growth Fund Y 类, SG美洲证券有限责任公司, JGLO - 摩根大通全球精选股票 ETF, BASG - 布朗咨询可持续增长ETF, IWX - iShares Russell 价值 200 强 ETF, Capitolis Liquid 全球市场有限责任公司, 私人管理集团公司, 瑞穗证券美国有限公司, 生成投资管理有限公司, 交响金融有限公司, FAOFX - 富达顾问系列增长机会基金, AWYIX - CIBC ATLAS 股票收益基金机构类别股票, BGATX - Baillie Gifford 全球阿尔法股票基金 2 类, LGILX - Laudus 美国大盘成长基金, 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类, WESPAC 顾问南加州有限责任公司, DMKC 咨询服务有限公司, IWL - iShares Russell Top 200 ETF, 和 TSAGX - Touchstone 大公司成长基金 A 类 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 214 | 10.31 | 69 | 1.49 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 164 | 13.10 | 52 | 4.00 | ||||
| 2025-08-14 | 13F | 道富银行 | 10,743,493 | 1.11 | 3,439,207 | -6.25 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 4 | 1 | ||||||
| 2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 11,843 | 3,791 | ||||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 15,552 | 0.13 | 5,403 | 3.01 | ||||
| 2025-07-29 | NP | JHGEX - 全球股票基金A类 | 25,233 | 13.45 | 8,767 | 16.71 | ||||
| 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 | 1,223 | 82.54 | 392 | 69.26 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 63 | 8.62 | 20 | 0.00 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 332 | 35.51 | 106 | 26.19 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 221 | 1.84 | 71 | 7.69 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 453 | 145 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 14,700 | 4,706 | |||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 710,262 | 21.22 | 227,369 | 12.40 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 11,962 | 3,829 | ||||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 1,715 | 31.32 | 549 | 21.51 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 14,500 | 4,642 | |||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,256 | 8.09 | 402 | 0.25 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 3,582 | 0.14 | 1,147 | -7.13 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 2,501 | 1.01 | 801 | -6.32 | ||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -7,233 | 16.36 | -2,315 | 7.88 | |||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 29,315 | 5.82 | 9,384 | -1.88 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 256 | 3.23 | 82 | -4.71 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 31,096,542 | 2.25 | 9,954,625 | -5.19 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 3,006 | 6.75 | 964 | 13.43 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 121,039 | 1.81 | 38,816 | 8.18 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 15 | 50.00 | 5 | 33.33 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 310 | 1.31 | 99 | -5.71 | ||||
| 2025-07-24 | NP | EPGAX - 富达顾问股票增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 624,993 | 43.84 | 217,148 | 47.98 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 214 | 4.90 | 69 | -2.86 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 959 | 307 | ||||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 107,482 | 44.62 | 34,407 | 34.10 | ||||
| 2025-08-14 | 13F | 11 资本合伙公司 | 68,464 | 48.51 | 21,917 | 37.70 | ||||
| 2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 249,194 | 0.33 | 79,772 | -6.97 | ||||
| 2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 381,504 | 1.66 | 122,127 | -5.73 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 3,117 | 6.38 | 998 | 19.98 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 736 | 0.27 | 256 | 3.24 | ||||
| 2025-06-26 | NP | FBLEX - 富达系列选股大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 472,357 | 13.89 | 151,480 | 21.01 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 2,449 | 19.00 | 784 | 10.28 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 994 | 3.54 | 318 | -3.93 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 4,226 | 19.95 | 1,353 | 11.18 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 9,993 | 17.43 | 3 | 50.00 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 809 | 22.58 | 259 | 30.15 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 638 | 0.95 | 204 | -6.42 | ||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 2,275 | 0.26 | 728 | -7.02 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 280 | 90 | ||||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 778 | 249 | ||||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 260 | 142.99 | 83 | 130.56 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 1,932 | 618 | ||||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 2,976 | 953 | ||||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 25,401 | 1.20 | 8,132 | -6.16 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 3,100 | 29.17 | 992 | 19.81 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44,565 | 0.68 | 14,292 | 6.97 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 2,034 | 11.51 | 651 | 3.50 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 38,329 | 2.31 | 12,270 | -5.13 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 793 | 8.19 | 226 | -5.06 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 33,475 | 4.07 | 10,716 | -3.49 | ||||
| 2025-08-26 | NP | GGEYX - 机构成长股票基金 | 7,279 | 2,330 | ||||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 1,606 | 2.16 | 514 | -5.34 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 25,583 | 8.23 | 8,104 | -0.52 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 22,291 | 4.08 | 7,136 | -3.49 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 200 | 64 | |||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 3,900 | 1,248 | |||||
| 2025-08-13 | 13F | 景顺有限公司 | 2,354,632 | 27.18 | 753,765 | 17.93 | ||||
| 2025-08-27 | NP | CFSIX - Touchstone Sands Capital Select Growth Fund Y 类 | 164,513 | 52,664 | ||||||
| 2025-08-12 | 13F | 德意志银行\ | 867,905 | 65.10 | 277,834 | 53.09 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 1,475 | 60.85 | 472 | 49.37 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 21,200 | 10,500.00 | 6,787 | 9,734.78 | |||
| 2025-07-23 | 13F | BankPlus 信托部 | 5,334 | 8.30 | 1,708 | 0.41 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 228,964 | 2.80 | 73,296 | -4.68 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 243,329 | 4.51 | 77,894 | -3.10 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 1,548,291 | 1.17 | 495,519 | -5.00 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 1,311 | 1,148.57 | 420 | 1,063.89 | ||||
| 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 | Short | -3,400 | 14 | |||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 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 | 21,380 | 5.52 | 6,856 | 12.12 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 1,192 | 382 | ||||||
| 2025-08-07 | 13F | PFG顾问 | 29,265 | 13.64 | 9,368 | 5.38 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 1,089 | 2.16 | 348 | -5.18 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 5,503 | 11.69 | 1,762 | 3.53 | ||||
| 2025-08-14 | 13F | 都铎金融公司 | 1,427 | 0.14 | 457 | -7.13 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 54 | 17 | ||||||
| 2025-08-13 | 13F | 泰康资产管理（香港）有限公司 | 12,878 | 14.39 | 4,123 | 6.07 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 12 | 50.00 | 4 | 50.00 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 4,009 | 19.78 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 85,149 | 2.11 | 27,258 | -5.32 | ||||
| 2025-07-09 | 13F | 西岸财富有限责任公司 | 900 | 12.50 | 288 | 4.35 | ||||
| 2025-08-13 | 13F | 金沙资本管理有限公司 | 1,121,249 | 453.35 | 358,934 | 413.09 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 1,161 | 8.30 | 372 | 0.27 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 16,785 | 357.23 | 5,374 | 324.07 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 131 | 2.34 | 42 | -6.82 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 17,065 | 26.45 | 5,463 | 17.24 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 20,981 | 5.79 | 7,290 | 8.82 | ||||
| 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 | 99,825 | 8.12 | 32,013 | 14.88 | ||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 1,291 | 43.60 | 413 | 33.23 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 329 | 24.62 | 105 | 15.38 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 83,122 | 5.06 | 26,609 | -2.58 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 3,263 | 0.40 | 1,045 | -6.95 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,534 | 6.53 | 533 | 9.47 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 3,144 | 12.85 | 1,006 | 4.68 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI Main Street 基金系列 II | 26,509 | 35.02 | 8,486 | 25.20 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 22,379 | 5.61 | 7,164 | 6.61 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 1,441 | 461 | ||||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 15 | 5 | ||||||
| 2025-04-29 | 13F | 佩森公司 | 935 | 53.03 | 323 | 86.13 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 0 | 0 | ||||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 1,226 | 1.16 | 393 | -6.22 | ||||
| 2025-07-16 | NP | CGMM - 资本集团美国中小型股ETF份额类别 | 8,786 | 299.18 | 3,053 | 310.77 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 18 | 5.88 | 6 | 50.00 | ||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 2,500 | 869 | ||||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 113,086 | 0.87 | 36,201 | -6.47 | ||||
| 2025-08-27 | NP | TSEL - Touchstone Sands Capital 美国精选成长型 ETF | 4,824 | 1,544 | ||||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 34,396 | 11 | ||||||
| 2025-07-17 | 13F | SFM有限责任公司 | 4,361 | 8.40 | 1,396 | 0.58 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 362,333 | 3.07 | 115,990 | -4.43 | ||||
| 2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 900 | 6.76 | 288 | -1.03 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 10,780 | 3.88 | 3,457 | 10.41 | ||||
| 2025-07-18 | 13F | 艾利投资管理有限公司 | 61,510 | 0.91 | 19,691 | -6.43 | ||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 6,917 | 2.37 | 2,214 | -5.06 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 4,602 | 2.31 | 1,473 | -5.09 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 145 | 11.54 | 46 | 4.55 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 164 | 1.23 | 52 | -5.45 | ||||
| 2025-08-14 | 13F | 嘉实投资服务有限公司 | 7,764 | 99.59 | 2,485 | 85.03 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 200 | 64 | |||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 107 | 21.59 | 34 | 13.33 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 848 | 1.44 | 266 | 0.00 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 1,201 | 0.25 | 384 | -7.02 | ||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 422,130 | 6.51 | 135 | -0.74 | ||||
| 2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 276,989 | 58.19 | 96,237 | 62.73 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 3,822 | 1,223 | ||||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 2,765 | 5.01 | 961 | 7.99 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 700 | 224 | |||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 59 | 19 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | 1,463,879 | 6.80 | 468,617 | -0.97 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 46 | 411.11 | 15 | 366.67 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,584 | 51.43 | 507 | 40.44 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 3,333 | 16.62 | 1,067 | 8.11 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,519 | 3.33 | 486 | -4.14 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 740,655 | 6.25 | 237,098 | -1.48 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 3,600 | 1,152 | ||||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 155,303 | 1.37 | 49,716 | -6.01 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 3,434 | 3.90 | 1,099 | -3.68 | ||||
| 2025-08-14 | 13F | Potomac 基金管理公司 /adv | 5,566 | 3.42 | 1,725 | 0.35 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 11,561 | 3,701 | ||||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 2,564 | 9.57 | 885 | 33.28 | ||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49,300 | 32.53 | 15,810 | 40.82 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 18 | 6 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 16,200 | 478.57 | 5 | ||||
| 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 | ||||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 20,846 | 87.68 | 6,479 | 71.78 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 69,587 | 0.87 | 22,276 | -6.47 | ||||
| 2025-08-13 | 13F | 布兰特点投资管理有限公司 | 35,072 | 0.08 | 11,227 | -7.20 | ||||
| 2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 60,181 | 13.22 | 19,265 | 4.98 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 7,271 | 0.03 | 2,328 | -7.25 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 3,016 | 965 | ||||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 2,295 | 302.63 | 736 | 327.33 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 19,533 | 0.99 | 6,253 | -6.37 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 34,397 | 4.32 | 11 | 0.00 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 224,509 | 3.01 | 71,870 | -4.49 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 749 | 17.77 | 240 | 9.13 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 12,386 | 8.56 | 3,965 | 0.69 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 313 | 58.88 | 100 | 47.06 | ||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 790 | 1.02 | 251 | -7.04 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 4,342 | 211.03 | 1,390 | 188.77 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -9,303 | -6.42 | -3,232 | -3.72 | |||
| 2025-05-27 | NP | FMDGX - 富达中型成长指数基金 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 | 11,819 | 37.05 | 4,080 | 66.73 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 10,015 | 0.55 | 3,206 | -6.75 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 7,708 | 1.82 | 2,678 | 4.77 | ||||
| 2025-05-28 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 160,922 | 60.44 | 55,557 | 95.14 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 743 | 23.22 | 238 | 16.75 | ||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 3,208 | 34.23 | 1,027 | 24.36 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 262,869 | 9.15 | 84 | 1.20 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 122 | 229.73 | 39 | 225.00 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 2,396 | 72.25 | 767 | 59.79 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 895 | 2.99 | 287 | -4.67 | ||||
| 2025-05-22 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 10,995 | 15.35 | 3,796 | 40.30 | ||||
| 2025-07-17 | 13F | 正佳资产管理有限公司 | 804 | 0 | ||||||
| 2025-07-16 | 13F | 第一美国银行 | 20,004 | 4.25 | 6,404 | -3.34 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 12,326 | 7.25 | 3,946 | -0.55 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -61,169 | -19,581 | |||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 137,800 | 5.92 | 44,191 | 12.54 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 3,779 | 24.43 | 1,212 | 32.21 | ||||
| 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 | 33,877 | 16.86 | 11,770 | 20.22 | ||||
| 2025-04-29 | NP | SMIPX - 中等资本投资组合 - I 类 | 410 | 138 | ||||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 77 | 87.80 | 25 | 71.43 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 8,399 | 3.44 | 2,413 | -13.95 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 90,880 | 2.17 | 29,093 | -5.27 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,092 | 24.80 | 350 | 15.56 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 1,358 | 18.09 | 435 | 9.60 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 224 | 93.10 | 72 | 121.88 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 17,309 | 0.17 | 5,541 | -7.12 | ||||
| 2025-08-07 | 13F | 策略资产管理公司 | 29,933 | 2.29 | 9,582 | -5.15 | ||||
| 2025-08-11 | 13F | 基金会财富管理有限责任公司 | 2,386 | 0.08 | 764 | -7.29 | ||||
| 2025-06-25 | NP | GCBLX - GREEN CENTURY 平衡基金个人投资者类别 | 7,712 | 2,473 | ||||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 121,783 | 4.27 | 38,985 | -3.31 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 13,147 | 11.70 | 4,209 | 3.57 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 74,190 | 37.09 | 23,750 | 27.12 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 10,855 | 175.65 | 3,475 | 166.21 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 3,308 | 300.97 | 1,059 | 272.54 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 135,530 | 7.53 | 43,401 | -0.28 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 83,025 | 0.82 | 26,540 | -6.71 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,879 | 4.95 | 1,114 | -5.99 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 3,696 | 23.94 | 1,183 | 14.97 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 328 | 101.23 | 114 | 105.45 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 5,750 | 22.11 | 1,841 | 13.23 | ||||
| 2025-08-29 | NP | JORNX - 骏利亨德森全球精选基金 T 类 | 351,203 | 6.75 | 112,427 | -1.02 | ||||
| 2025-08-29 | NP | JHISX - 骏利亨德森全球可持续股票投资组合机构股 | 1,288 | 20.94 | 412 | 12.26 | ||||
| 2025-05-23 | NP | APHMX - Artisan 中型基金机构股票 | 135,626 | 27.81 | 46,824 | 55.45 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 84,782 | 6.91 | 27,189 | 13.60 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 170 | 8.28 | 54 | 0.00 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 570 | 6.54 | 182 | -1.09 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 473 | 2.60 | 151 | -5.03 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 16,907 | 18.90 | 5,422 | 26.33 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 5,299 | 27.78 | 1,696 | 18.52 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 5,212 | 45.34 | 1,671 | 54.44 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 1,161 | 372 | ||||||
| 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 | 31,192 | 9.98 | 10,837 | 13.14 | ||||
| 2025-06-26 | NP | SOVF - 主权资本繁荣基金 | 4,963 | 2.50 | 1,592 | 8.90 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通美国股票基金标准类别 | 19,852 | 5.30 | 6,355 | -2.35 | ||||
| 2025-08-11 | 13F | ARS 投资伙伴有限责任公司 | 84,212 | 1.06 | 26,958 | 13.97 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 8 | 3 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 56,654 | 0.02 | 18,136 | -7.26 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 91,162 | 2.90 | 29,183 | -4.59 | ||||
| 2025-08-26 | NP | BGATX - Baillie Gifford 全球阿尔法股票基金 2 类 | 12,213 | 3,910 | ||||||
| 2025-03-31 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | 18,658 | 8.48 | 5,631 | 16.44 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 4,299 | 5.01 | 1,376 | -2.62 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 2,578 | 2.22 | 825 | -5.17 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 590,461 | 4.64 | 189,018 | -2.98 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 15,003 | 21.95 | 4,803 | 13.07 | ||||
| 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 | 354,012 | 12.74 | 113,326 | 4.54 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 1,420 | 0.64 | 455 | -6.78 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 56 | 18 | ||||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 3,360 | 1,076 | ||||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 3,964 | 1 | ||||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 873 | 104.45 | 279 | 89.80 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 192 | 204.76 | 67 | 214.29 | ||||
| 2025-07-09 | 13F | 伯克希尔银行 | 710 | 10.94 | 227 | 3.18 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 48 | 15 | ||||||
| 2025-08-05 | 13F | 住友生命保险公司 | 2,493 | 798 | ||||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 298,862 | 0.22 | 95,672 | -7.07 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 9,990 | 1.86 | 3,198 | -5.58 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 36 | 111.76 | 12 | 120.00 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 51,969 | 16,636 | ||||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 4,984 | 71.04 | 1,595 | 58.55 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 3,490 | 12.69 | 1,119 | 19.81 | ||||
| 2025-07-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 5,619 | 17.09 | 1,952 | 20.49 | ||||
| 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 | 55,900 | 0.54 | 17,895 | -6.78 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 457 | 5.54 | 146 | -2.01 | ||||
| 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 | 40,067 | 27.26 | 12,849 | 35.22 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 3,963 | 5.06 | 1,269 | -2.61 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 4,575 | 227.02 | 1,467 | 270.45 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 9,800 | 84.91 | 3,137 | 71.51 | |||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 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 | Short | -37,962 | 562.05 | -12,174 | 805.13 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 5,100 | 18.60 | 1,633 | 9.97 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 12,947 | 1,265.72 | 4,145 | 1,167.28 | ||||
| 2025-04-28 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 2,610 | 4.32 | 882 | 12.80 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 12,900 | 9.68 | 4,482 | 12.81 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 28,570 | 5.99 | 9,146 | -1.72 | ||||
| 2025-08-26 | NP | WCMGX - First Trust WCM 专注全球增长基金机构类 | 70,226 | 7.84 | 22,481 | -0.01 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 259 | 102.34 | 83 | 86.36 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 989 | 22.25 | 317 | 37.99 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 135,370 | 1.44 | 43,335 | -5.94 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 9,835 | 8.22 | 3,148 | 0.35 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 5,032 | 63.43 | 1,611 | 51.46 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 908,339 | 63.27 | 286,799 | 49.68 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 15,330 | 4,907 | ||||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 89 | 4.71 | 29 | 12.00 | ||||
| 2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 5,125 | 1,641 | ||||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 1,953 | 0.51 | 625 | -6.72 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 601 | 13.40 | 192 | 5.49 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 48 | 15 | ||||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 102 | 5.15 | 33 | 10.34 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 40,915 | 0.50 | 13,098 | -6.81 | ||||
| 2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 1,240 | 398 | ||||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 1,479 | 14.47 | 475 | 6.26 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 3,216 | 2.06 | 1,030 | -5.34 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 2,848 | 23.24 | 990 | 26.79 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 96 | 10.34 | 31 | 15.38 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 43,650 | 1.16 | 13,973 | -6.20 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 1,213 | 14.87 | 388 | 6.59 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 890 | 19.78 | 285 | 10.94 | ||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,976 | 1.59 | 3,514 | -5.79 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 20,342 | 1.91 | 6,512 | -5.51 | ||||
| 2025-06-27 | NP | RUNN - RUNNING OAK 高效增长 ETF | 18,567 | 1.65 | 6,451 | 4.57 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 18,508 | 143.40 | 5,925 | 126.71 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 15 | 15.38 | 5 | 0.00 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 6,671 | 8.14 | 2,136 | 0.28 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 103,332 | 105.28 | 33 | 94.12 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 8,826 | 2,825 | ||||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 788 | 252 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 129,276 | 0.04 | 41,384 | -7.24 | ||||
| 2025-06-25 | NP | FNCL - 富达 MSCI 金融指数 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 | 67,800 | 0.43 | 21,743 | 6.71 | ||||
| 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 | 17,792 | 17.11 | 5,706 | 24.43 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 1,197,868 | 79.36 | 326,670 | 53.04 | ||||
| 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 | 562,912 | 2.28 | 180,520 | 8.68 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 17 | 5 | ||||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 4 | 100.00 | 1 | |||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 13,629 | 4,363 | ||||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 45 | 14 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 160,425 | 5.20 | 51,447 | 11.77 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 5,282 | 40.22 | 1,696 | 31.29 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 6,254 | 13.92 | 2,002 | 5.59 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 600 | 20.00 | 192 | 11.63 | ||||
| 2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 35,128 | 11,245 | ||||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 6,910 | 0.85 | 2,212 | -6.51 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 1,659 | 5.74 | 531 | -1.85 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 1,233 | 1.65 | 426 | 23.55 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 1,783 | 19.91 | 571 | 11.11 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 27,262 | 195.56 | 8,727 | 174.09 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 733,926 | 1.14 | 235,363 | 7.46 | ||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 9,961 | 21.43 | 3,189 | 12.57 | ||||
| 2025-08-01 | 13F | 佩特拉金融顾问公司 | 2,537 | 812 | ||||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 1,544,814 | 5.65 | 494,526 | -2.04 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 57,411 | 39.75 | 18,411 | 48.49 | ||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 73 | 30.36 | 22 | 46.67 | ||||
| 2025-07-09 | 13F | 生活方式资产管理公司 | 1,073 | 4.58 | 344 | -3.11 | ||||
| 2025-08-29 | NP | JESSX - 骏利亨德森全球可持续股票基金 S 级 | 3,199 | 10.16 | 1,024 | 2.20 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 5,183 | 6.71 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 478,342 | 10.34 | 153,127 | 2.31 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 38,502 | 7.69 | 12,325 | -0.14 | ||||
| 2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 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 | 1,901,569 | 0.81 | 660,681 | 3.70 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 182,774 | 2.91 | 59 | -4.92 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 1,912 | 29.89 | 612 | 20.28 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 22,173 | 4.09 | 7,098 | -3.47 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 2 | 1 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 6,134 | 4.73 | 1,964 | -2.92 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 62 | 20 | ||||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 2,775 | 17.78 | 888 | 9.23 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 58,700 | 10.55 | 18,791 | 2.50 | |||
| 2025-07-18 | 13F | 联合规划公司 | 1,026 | 328 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 45,400 | 62.14 | 14,533 | 50.35 | |||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 50,728 | 17.69 | 16 | 14.29 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 432 | 16.13 | 138 | 7.81 | ||||
| 2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 778 | 7.46 | 249 | 0.00 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 950 | 2.81 | 265 | -9.56 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 551,141 | 15.31 | 191,488 | 18.63 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -67 | -21 | |||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 49 | 206.25 | 16 | 200.00 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 10 | 3 | ||||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 1,694 | 9.79 | 542 | 1.88 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 77,753 | 2.74 | 24,890 | -4.73 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 183,161 | 3.33 | 58,633 | -4.19 | ||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 14,878 | 519.66 | 4,763 | 1,036.52 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 226,803 | 512.43 | 72,604 | 467.88 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 743 | 9.75 | 238 | 1.72 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 389,897 | 11.04 | 124,814 | 2.96 | ||||
| 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 | 76,244 | 2.25 | 24,451 | 8.64 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 9,652 | 3,090 | ||||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 1,625 | 14.76 | 520 | 6.56 | ||||
| 2025-07-24 | NP | BCUS - Bancreek 美国大盘股 ETF | 6,795 | 155.45 | 2,361 | 250.67 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 349,600 | 9.59 | 111,914 | 1.62 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 105 | 650.00 | 34 | 725.00 | ||||
| 2025-07-24 | 13F | 康宁公司 | 1,427 | 3.71 | 457 | -4.00 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 772 | 1,231.03 | 248 | 1,352.94 | ||||
| 2025-08-14 | 13F | Xponance公司 | 41,797 | 11.41 | 13,380 | 3.31 | ||||
| 2025-07-22 | 13F | 运行橡树资本有限责任公司 | 51,867 | 6.50 | 16,604 | -1.25 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 14,948 | 10.93 | 5,194 | 14.11 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 10,711 | 3,429 | ||||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 2,268,332 | 1.56 | 726,138 | -5.83 | ||||
| 2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 124 | 40 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 16,282 | 0.97 | 5,212 | -6.38 | ||||
| 2025-07-23 | NP | NMCAX - Voya MidCap Opportunities Fund A 类 | 30,384 | 26.48 | 10,557 | 30.11 | ||||
| 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 | 19,116 | 4.77 | 6,642 | 7.77 | ||||
| 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 | 145,587 | 1.79 | 50,583 | 4.72 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 2,297 | 0.88 | 735 | -6.49 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 4,006 | 19.76 | 1,392 | 23.21 | ||||
| 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 | 38,071 | 30.55 | 12,209 | 38.71 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 109,639 | 6.17 | 35 | 0.00 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 118,467 | 5.29 | 38 | -2.63 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 55 | 18 | ||||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 5 | 25.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 8,963 | 27.71 | 2,869 | 18.41 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 3,101 | 24.39 | 994 | 32.18 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,888 | 1.91 | 26,581 | 8.28 | ||||
| 2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 975 | 339 | ||||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 1,825 | 38.47 | 584 | 28.35 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 10,561 | 4.07 | 3,381 | -3.51 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 57,939 | 0.97 | 18,547 | -6.38 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 77,415 | 18.50 | 25 | 9.09 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 601 | 0.50 | 192 | -6.80 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 9,468 | 5.04 | 3,031 | -2.60 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 943 | 0.43 | 302 | -7.10 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -9,514 | -4.99 | -3,306 | -2.28 | |||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 25,840 | 7.92 | 8,287 | 14.67 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 2,904 | 9.96 | 931 | 16.81 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 2,531 | 1.12 | 1 | |||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 860 | 22.33 | 275 | 13.64 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 5,226 | 1,673 | ||||||
| 2025-05-29 | NP | GLBIX - Leuthold 全球基金机构类 | Short | -47 | -16 | |||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 11,432 | 22.71 | 3,660 | 13.77 | ||||
| 2025-06-26 | NP | LDFVX - Lord Abbett 基本股票基金 A 类 | 126,822 | 5.41 | 40,671 | 12.00 | ||||
| 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 | 128,689 | 3.15 | 44,712 | 6.11 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 1,865 | 8.68 | 597 | 0.84 | ||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 1,208 | 0.42 | 387 | -6.99 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 1,277 | 10.28 | 409 | 2.00 | ||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 1,150 | 0 | ||||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 9,181 | 2,939 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 19,987 | 2,919.18 | 6 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 4,513 | 1.14 | 1,445 | -6.23 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 1,128 | 0.27 | 361 | -6.96 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 9,703 | 4.00 | 3,106 | -4.17 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 200,625 | 7.55 | 64,224 | -0.28 | ||||
| 2025-08-14 | 13F | 科伊尔财务顾问有限责任公司 | 1,144 | 33.02 | 366 | 23.65 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 2,428 | 9.03 | 779 | 15.77 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,044 | 12.38 | 363 | 15.65 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 5,055 | 2.02 | 1,618 | -5.38 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 1,585 | 6.02 | 508 | 12.64 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 2,731 | 61.60 | 874 | 49.91 | ||||
| 2025-08-14 | 13F | 南岸银行 | 1,102 | 0.18 | 353 | -7.12 | ||||
| 2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 8,899 | 2,849 | ||||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 15,589 | 20.70 | 5,416 | 24.19 | ||||
| 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 | 89,000 | 15.73 | 28,491 | 7.32 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -18,975 | 807.46 | -6,074 | 742.44 | |||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 10,124 | 3.83 | 3,241 | -3.74 | ||||
| 2025-07-09 | 13F | 克拉鲁斯财富顾问 | 3,971 | 49.40 | 1,246 | 44.77 | ||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 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 | 1,544,255 | 4.47 | 536,536 | 7.47 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML基本增长基金II类 | 4,666 | 34.43 | 1,494 | 24.62 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 954 | 4.26 | 306 | 10.51 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 641 | 205 | ||||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 65,697 | 0.92 | 21,031 | -6.42 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 89,011 | 6.74 | 28,494 | -1.02 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 300,641 | 3.50 | 96,241 | -4.03 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 1,493,812 | 2.45 | 478,199 | -5.01 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 215,775 | 16.48 | 69,080 | 8.01 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 2,941 | 941 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 90,410 | 5.48 | 28,942 | -2.19 | ||||
| 2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 1,256 | 58.59 | 0 | |||||
| 2025-07-09 | 13F | 捷克国家银行 | 62,599 | 7.15 | 20,039 | -0.64 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 54 | -205.88 | 17 | -200.00 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 124,890 | 1.07 | 39,980 | -6.28 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 1,019 | 3.45 | 326 | -4.12 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,784,809 | 16.69 | 571,353 | 8.20 | ||||
| 2025-08-14 | 13F | 采石场LP | 393 | 126 | ||||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 8,049 | 9.45 | 2,797 | 12.61 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 4,590 | 1,469 | ||||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 36 | 12 | ||||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 3,035 | 8.63 | 972 | 0.73 | ||||
| 2025-07-21 | 13F | 西方财务顾问有限责任公司 | 44 | 14 | ||||||
| 2025-08-05 | 13F | 西格玛规划公司 | 4,035 | 147.39 | 1,292 | 129.31 | ||||
| 2025-08-14 | 13F | 主权资本管理有限责任公司 | 11,629 | 8.35 | 3,723 | 0.46 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 111,979 | 1.72 | 35,847 | -5.68 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 130,269 | 0.76 | 45,261 | 3.66 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 35,795 | 8.54 | 11,479 | 15.33 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 58,720 | 0.55 | 18,797 | -6.76 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 19,603 | 83.96 | 6,275 | 70.61 | ||||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 42,900 | 3.87 | 13,733 | -3.68 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 26,553 | 0.96 | 8,500 | -6.39 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 7,698 | 2,464 | ||||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 2,303 | 82.92 | 737 | 69.82 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 2,029 | 36.73 | 650 | 26.76 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 1,417 | 3.28 | 454 | -4.23 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 12,303 | 3,939 | ||||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 888 | 1.95 | 284 | -5.33 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 1,990 | 2.74 | 637 | -4.79 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 32,403 | 2.11 | 11,258 | 5.05 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 13,042 | 11.19 | 4,175 | 3.11 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 7,268,843 | 2.85 | 2,326,902 | -4.64 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 4,258 | 3.58 | 1,363 | -3.95 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 568 | 0 | ||||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 161 | 25.78 | 56 | 27.91 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 253 | 44.57 | 81 | 33.33 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 15,447 | 1.80 | 4,945 | -5.61 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 701 | 1.45 | 224 | -5.88 | ||||
| 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 | 5,284 | 1.62 | 1,695 | 7.97 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 2,564 | 20.72 | 821 | 11.87 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 4,748 | 26.44 | 1,523 | 34.33 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 59,360 | 399.71 | 19,002 | 363.35 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：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 | 73,054 | 12.47 | 23,386 | 4.29 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 641 | 7.55 | 205 | 0.00 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 5,220 | 14.02 | 1,671 | 5.76 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 501 | 0.20 | 160 | -6.98 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 16,389 | 5,246 | ||||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -7,555 | -2,419 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 12,900 | 4,099 | |||||
| 2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 70,936 | 29.30 | 22,708 | 19.90 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 146 | 14.06 | 47 | 4.55 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 118 | 34 | ||||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 453 | 24.79 | 145 | 40.78 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 56 | 1.82 | 18 | -5.56 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 398,667 | 9.10 | 138,513 | 12.23 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 3,180 | 15.80 | 1,018 | 7.28 | ||||
| 2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 6,490 | 10.41 | 2,078 | 2.37 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 938 | 2.07 | 301 | -5.36 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 8,000 | 2,542 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 40,300 | 12,805 | |||||
| 2025-08-11 | 13F | 独立顾问联盟 | 5,535 | 32.54 | 1,772 | 22.90 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 72,022 | 4.60 | 25,023 | 7.60 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 1,760 | 9.32 | 563 | 1.44 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 1,261 | 0.08 | 404 | -7.36 | ||||
| 2025-08-05 | 13F | KJ 哈里森合伙人公司 | 5,104 | 0.08 | 1,634 | -7.22 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 3,177 | 1.44 | 1,017 | -5.92 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 37,860 | 6.36 | 13,154 | 9.43 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 1,252 | 11.39 | 401 | 3.09 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 9 | 3 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,907 | 90.00 | 931 | 76.14 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,105 | 28.64 | 354 | 36.68 | ||||
| 2025-05-14 | 13F | 基利-提顿顾问有限责任公司 | 4,163 | 0.19 | 1,437 | 21.88 | ||||
| 2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 7 | 16.67 | 2 | 100.00 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 21,466 | 4.41 | 6,884 | 10.93 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,910 | 16.90 | 5,528 | 20.26 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 13 | 160.00 | 4 | 300.00 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 85,749 | 2.12 | 27,450 | -5.31 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 1,584 | 1.80 | 507 | -5.59 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 116,969 | 18.93 | 37,444 | 10.28 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 102 | 209.09 | 32 | 190.91 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 1,414 | 7.53 | 453 | -0.22 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 9,115 | 2,918 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,470 | 2.30 | 471 | -5.24 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 340 | 1.19 | 109 | -6.09 | ||||
| 2025-08-14 | 13F | 量化资本有限公司 | 7,548 | 2,416 | ||||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 56,300 | 18.78 | 18,023 | 10.13 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 3 | 1 | ||||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 20,938 | 7.06 | 7,275 | 10.13 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 7,174 | 851.46 | 2,297 | 783.08 | ||||
| 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 | 151,599 | 2.62 | 48,530 | -4.85 | ||||
| 2025-07-21 | 13F | 111资本 | 910 | 291 | ||||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 5,192 | 2.06 | 1,662 | -5.35 | ||||
| 2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 12,975 | 4.23 | 4,154 | -3.35 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 53,381 | 0.31 | 18,547 | 3.19 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 932 | 38.48 | 298 | 28.45 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 1,090 | 4.51 | 349 | -3.33 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 66,523 | 13.68 | 21,333 | 20.79 | ||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 41,306 | 0.09 | 13,223 | -7.19 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 21,414 | 2.95 | 6,855 | -4.54 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 1,542 | 2.25 | 494 | -5.19 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 20,929 | 5.30 | 6,712 | 11.89 | ||||
| 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 | 13 | 4 | ||||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 832 | 266 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 86 | 8.86 | 28 | 17.39 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 2,742 | 1 | ||||||
| 2025-07-21 | 13F | ASR资产管理公司 | 118,559 | 33.50 | 37,951 | 23.78 | ||||
| 2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 56,400 | 14.87 | 18,055 | 6.51 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 2,892 | 1.23 | 926 | -6.19 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 241 | 41.76 | 77 | 32.76 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 2 | 1 | ||||||
| 2025-07-28 | NP | VMSGX - 中型股战略增长基金 | 33,244 | 2.20 | 11,550 | 5.13 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 158,467 | 15.53 | 50,728 | 7.13 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 2,323 | 14.66 | 744 | 6.29 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -235 | -75 | |||||
| 2025-08-29 | NP | BASG - 布朗咨询可持续增长ETF | 43,682 | 13,983 | ||||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 16 | 6 | ||||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 2,985 | 9.30 | 956 | 1.38 | ||||
| 2025-05-29 | NP | TSAGX - Touchstone 大公司成长基金 A 类 | 9,538 | 3,293 | ||||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 113,692 | 1.68 | 36,395 | -5.72 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 752 | 241 | ||||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 100,000 | 0 | |||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 130,544 | 0.38 | 41 | -6.82 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 3,920 | 3.68 | 1,255 | -3.91 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 32,980 | 3.83 | 10,557 | -3.72 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 50,139 | 583.84 | 16,051 | 534.14 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -212 | -68 | |||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 47,580 | 75.32 | 15,120 | 63.45 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 18,529 | 174.83 | 5,931 | 154.88 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 23,137 | 1.54 | 7,420 | 7.88 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 12,531 | 47.70 | 4,011 | 36.99 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,514 | 22.79 | 485 | 13.88 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 30 | 0 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 13,013 | 17.91 | 4,521 | 21.30 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 11,737 | 6.67 | 3,757 | -1.08 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 901 | 17.01 | 288 | 8.68 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 15 | 15.38 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,316,494 | 0.53 | 421,436 | -6.79 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 3,387 | 1,084 | ||||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 1,756 | 39.81 | 562 | 29.79 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 971 | 4.86 | 311 | 11.47 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 5,187 | 20.15 | 1,660 | 11.41 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 9,211 | 2,949 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 8,243,993 | 2.46 | 2,639,067 | -5.00 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,295 | 2.06 | 14,820 | -5.37 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 323 | 109.74 | 103 | 94.34 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 7,536 | 2,417 | ||||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 234,681 | 3.45 | 75,095 | -4.06 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 6,997 | 2,240 | ||||||
| 2025-07-29 | 13F | 大师财富管理有限公司 | 2,915 | 1.00 | 933 | -6.43 | ||||
| 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 | 365,417 | 10.61 | 126,960 | 13.79 | ||||
| 2025-08-29 | NP | GGRW - Gabelli 成长创新者 ETF | 559 | 13.16 | 179 | 4.71 | ||||
| 2025-05-29 | NP | LCORX - Leuthold 核心投资基金零售类 | Short | -2,599 | -897 | |||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 14,861 | 3.86 | 5 | 0.00 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 8,500 | 2,726 | ||||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 60,821 | 11.61 | 19,470 | 3.49 | ||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 73,201 | 23,433 | ||||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 14 | 16.67 | 4 | 0.00 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,141 | 1.97 | 10,820 | 4.90 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 16,409 | 2.07 | 5,262 | 8.45 | ||||
| 2025-07-24 | NP | FSKGX - 富达增长策略 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,300 | 8.81 | 6,011 | 11.92 | ||||
| 2025-05-14 | 13F | 峰会金融财富顾问有限责任公司 | 592 | 204 | ||||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 1,888 | 0.43 | 604 | -6.93 | ||||
| 2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 26,529 | 40.82 | 8,492 | 30.59 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 1,206 | 4.51 | 386 | -3.02 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,407 | 4.99 | 5,572 | -2.64 | ||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 12,562 | 60.37 | 4,365 | 64.99 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 4,391 | 31.04 | 1,406 | 21.54 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 26,000 | 8,323 | ||||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 32,214 | 5.71 | 10,312 | -1.98 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,838 | 13.07 | 908 | 4.85 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 1,790 | 11.88 | 573 | 3.80 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 15,100 | 420.69 | 4,834 | 382.82 | ||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 12,221 | 0.52 | 3,912 | -6.79 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 2,526 | 2.98 | 792 | -3.18 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,824 | 38.26 | 8,923 | 46.91 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 1,728 | 7.06 | 553 | -0.72 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 17,696 | 5,665 | ||||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 14,500 | 107.14 | 4,642 | 92.09 | ||||
| 2025-05-27 | NP | IWP - iShares Russell 中型成长 ETF | 100,588 | 3.11 | 34,727 | 25.41 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 19,697 | 2.07 | 6 | 0.00 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 1,103 | 69.69 | 354 | 80.10 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 97 | 11.49 | 31 | 3.33 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -329 | -7.34 | ||||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 11,884 | 1.74 | 3,811 | 8.11 | ||||
| 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 | 78,008 | 2.07 | 25,016 | 8.45 | ||||
| 2025-05-28 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 57,461 | 765.90 | 19,838 | 953.48 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 125,099 | 9.83 | 40,046 | 1.84 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 210,571 | 0.68 | 67,384 | -6.64 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 26,655 | 16.25 | 8,533 | 7.80 | ||||
| 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 | 471,689 | 2.49 | 163,884 | 5.44 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 389 | 2.10 | 125 | -5.34 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 19,420 | 6,217 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 443 | 3.02 | 142 | -4.73 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 368,437 | 210.08 | 117,944 | 187.52 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,397 | 6.89 | 447 | -0.89 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 1,995 | 9.20 | 639 | 1.27 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 31,516 | 3.87 | 10,089 | -3.68 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 1,468 | 10.29 | 417 | -3.70 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 34,548 | 15.35 | 11,060 | 6.95 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 1,970 | 631 | ||||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 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 | 22,995 | 0.41 | 7,361 | -6.88 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 18,810 | 6,021 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 77,294 | 19.85 | 25 | 9.09 | ||||
| 2025-05-27 | NP | 保诚系列基金 - SP 保诚美国新兴增长投资组合 I 类 | 15,414 | 16.94 | 5,322 | 42.23 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,860 | 9.75 | 3,483 | 16.61 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 170 | 54 | ||||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 10,000 | 3 | ||||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 9,339 | 16.53 | 2,995 | 23.82 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,898 | 16.43 | 13,116 | 23.71 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 41,069 | 39.47 | 13,147 | 29.32 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 20,156 | 6,452 | ||||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 82,573 | 0.18 | 26,436 | -7.12 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 2,363 | 8.64 | 756 | 0.80 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 40,567 | 39.82 | 12,986 | 29.65 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 255,701 | 5.12 | 88,841 | 8.14 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 281 | 8.08 | 98 | 11.49 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 3,443 | 123.72 | 1,104 | 137.93 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 3,023 | 40.21 | 988 | 32.80 | ||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 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 | 286 | 1.06 | 92 | 7.06 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 32,177 | 2.13 | 10,301 | -5.30 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 581,582 | 0.06 | 186,176 | -7.22 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 7,860 | 2.56 | 2,521 | 8.95 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 692,603 | 2.04 | 221,716 | -5.38 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 74,271 | 23,776 | ||||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,045 | 4.81 | 335 | 11.67 | ||||
| 2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 80,422 | 25,791 | ||||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 7,783 | 2.02 | 2,491 | -5.39 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 1,878 | 17.16 | 601 | 8.68 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 4,580 | 5.12 | 1 | 0.00 | ||||
| 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 | 1,269 | 2.92 | 441 | 5.77 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 42,465 | 1.07 | 13,618 | 7.40 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 26 | 85.71 | 8 | 100.00 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,106,141 | 0.85 | 994,338 | -6.49 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 1,213 | 14.87 | 388 | 6.59 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 828 | 265 | ||||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 16,310 | 20.71 | 5,230 | 28.25 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 69 | 7.81 | 22 | 15.79 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 1,268 | 0 | ||||||
| 2025-06-26 | NP | FWWFX - 富达环球基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,000 | 5,131 | ||||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,870 | 2.92 | 535 | -8.55 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 286 | 5.15 | 91 | -2.15 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 33,604 | 8.53 | 10,757 | 0.64 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 54,433 | 2.31 | 17,456 | 8.71 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 2,824 | 0.21 | 904 | -7.09 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 18 | 50.00 | 5 | 66.67 | ||||
| 2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 2,288 | 0.93 | 733 | -6.39 | ||||
| 2025-08-14 | 13F | 堡垒投资集团有限责任公司 | 100,000 | 32,012 | ||||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 6,585 | 171.66 | 2,112 | 188.78 | ||||
| 2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | 7,424 | 2,377 | ||||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 2,700 | 864 | ||||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 24,838 | 0.37 | 7,951 | -6.93 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 17,100 | 7.20 | 5,941 | 10.28 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 13,180 | 4.74 | 4,579 | 7.74 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 2,215 | 24.93 | 709 | 15.85 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 4,060 | 18.85 | 1,302 | 26.29 | ||||
| 2025-08-05 | 13F | RiverGlades 家族办公室有限责任公司 | 1,941 | 0.05 | 621 | -7.17 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 8,347 | 7.34 | 2,672 | -0.45 | ||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 1,901 | 6.26 | 609 | -1.46 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 316 | 3.61 | 101 | -3.81 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 471 | 0.86 | 151 | -6.83 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 1,389 | 0.51 | 445 | -6.92 | ||||
| 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 | 767 | 23.51 | 246 | 31.02 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 6,076 | 38.88 | 1,945 | 28.81 | ||||
| 2025-06-23 | NP | PMBMX - 中型股基金 (又名中型股混合基金) R-3 | 1,119,818 | 0.24 | 359,114 | 6.51 | ||||
| 2025-08-27 | NP | MXXIX - Marsico 21 世纪基金 | 21,347 | 108.34 | 6,834 | 93.19 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 1,569,598 | 0.10 | 502,460 | -7.18 | ||||
| 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 | 2,554 | 21.10 | 819 | 28.77 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 160,687 | 59.10 | 51,439 | 47.52 | ||||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 317,366 | 3.23 | 101,595 | -4.28 | ||||
| 2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 892 | 285 | ||||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 829 | 2.09 | 265 | -5.36 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 4,121 | 1.35 | 1,319 | -5.99 | ||||
| 2025-08-04 | 13F | 格兰特街资产管理公司 | 841 | 21.71 | 269 | 13.03 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 3,061,441 | 3.63 | 980,028 | -3.91 | ||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 978 | 313 | ||||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 903 | 289 | ||||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 752 | 18.24 | 241 | 9.59 | ||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum 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 | 105,291 | 33.63 | 36,582 | 37.47 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 7,382 | 26.32 | 2,363 | 17.15 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 45,500 | 31.50 | 14,565 | 21.93 | |||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 209,308 | 1.27 | 67,003 | -6.10 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 363,575 | 3,018.41 | 116,388 | 2,791.60 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 1,368 | 18.75 | 413 | 27.55 | ||||
| 2025-08-25 | NP | 美国基金保险系列-资产配置基金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 | 1,010,070 | 5.11 | 323,344 | -2.54 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 20,489 | 0.13 | 6,559 | -7.16 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 2,221 | 7.76 | 711 | 0.00 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 62,866 | 0.96 | 20,160 | 7.27 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 99,357 | 0.99 | 31,806 | -6.36 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 5,676 | 26.08 | 1,817 | 16.92 | ||||
| 2025-05-27 | NP | FMDE - 富达增强型中盘 ETF | 93,434 | 5,614.62 | 32,257 | 6,851.94 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 26,214 | 0.09 | 8,392 | -7.20 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 8,605 | 8.21 | 2,755 | 0.33 | ||||
| 2025-07-25 | 13F | 斯通哈奇弗莱明金融服务控股有限公司 | 460,359 | 1.35 | 147,370 | -6.02 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 38,413 | 22.84 | 12,297 | 13.90 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 5,000 | 1,601 | ||||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 2,605 | 4.49 | 834 | 1.71 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,136 | 5.67 | 364 | -2.16 | ||||
| 2025-03-27 | NP | QLV - FlexShares 美国质量低波动指数基金 | 2,496 | 753 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -137 | -44 | |||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 6,369 | 207.53 | 2,039 | 185.43 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 23,004 | 1.52 | 7,993 | 4.44 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 961 | 7.13 | 308 | -0.65 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 140,213 | 31,912.10 | 0 | -100.00 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 123,136 | 8.99 | 42,782 | 12.12 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/高盛中盘价值投资组合 IB 级 | 3,927 | 1.03 | 1,356 | 22.85 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 104,807 | 34 | ||||||
| 2025-07-16 | 13F | Embree金融集团 | 710 | 0.57 | 227 | -6.58 | ||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 15,932 | 6.39 | 5 | 0.00 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 2,225 | 7.90 | 712 | 0.14 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 20,925 | 16.94 | 6,699 | 8.43 | ||||
| 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 | 24,965 | 2.64 | 7,992 | -4.84 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 中型股账户 1 类 | 26,139 | 1.18 | 8,368 | -6.19 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 53,584 | 4.79 | 17,153 | -2.83 | ||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 1,316,481 | 25.36 | 421,432 | 16.24 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,100 | 42.88 | 7,678 | 46.98 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 12,534 | 2.87 | 4,012 | -4.61 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 1,991 | 1.58 | 628 | -0.63 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | -234 | 36.05 | ||||||
| 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 | 7,344 | 2.91 | 2,355 | 9.38 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 144 | 45 | ||||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 494,603 | 72.27 | 158,332 | 59.74 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 3,932 | 1.16 | 1,259 | -6.19 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 7,900 | 119.44 | 2,529 | 103.54 | |||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 | 180,131 | 14.93 | 57,664 | 6.57 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 76,997 | 16.14 | 24,648 | 7.69 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 12,847 | 13.52 | 4,113 | 28.02 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 2,100 | 672 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 4,902 | 226.58 | 1,569 | 202.90 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 64,042 | 6.64 | 20,499 | -1.12 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 256 | 60.00 | 89 | 62.96 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 13,265 | 4,246 | ||||||
| 2025-08-14 | 13F | 金登资本管理有限公司 | 45,000 | 14,405 | ||||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 7,410 | 3.99 | 2,372 | -3.58 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 1,452 | 107.73 | 465 | 92.53 | ||||
| 2025-06-27 | NP | FMTM - MarketDesk 聚焦美国动量 ETF | 1,511 | 485 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 54,525 | 29.29 | 17,454 | 19.88 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 3,385 | 4.77 | 961 | -13.90 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 1,526 | 1.33 | 488 | -6.15 | ||||
| 2025-05-27 | NP | IWS - iShares Russell 中盘价值 ETF | 357,493 | 0.41 | 123,421 | 22.13 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 95,610 | 19.65 | 31 | 11.11 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 5,432 | 53.14 | 1,739 | 41.99 | ||||
| 2025-08-08 | 13F | 改善财务策略 | 915 | 0.44 | 293 | -7.01 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 173,805 | 28.25 | 55,638 | 18.92 | ||||
| 2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 5,075 | 15.37 | 1,763 | 18.72 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 12,973 | 2.08 | 4,507 | 5.01 | ||||
| 2025-07-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 999 | 347 | ||||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 304,675 | 11.14 | 97,706 | 18.09 | ||||
| 2025-06-26 | NP | TMCGX - Thrivent 中型成长基金 S 级 | 1,381 | 21.57 | 443 | 29.24 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 210 | 21.39 | 67 | 13.56 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 1,228 | 4.51 | 393 | -2.96 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,186 | 0.38 | 4,221 | -6.92 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 153 | 49 | ||||||
| 2025-08-12 | 13F | 智慧基金有限合伙人 | 12,000 | 6.19 | 3,841 | -1.54 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC。 | 1,944 | 0.67 | 622 | 13.50 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 45,964 | 17.66 | 14,714 | 9.10 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 37,378 | 4.33 | 12 | -8.33 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 2,597 | 1.88 | 826 | -6.14 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 9,294 | 0.49 | 2,975 | -6.83 | ||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 1,019 | 28.99 | 326 | 19.85 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 41 | 583.33 | 13 | 1,200.00 | ||||
| 2025-07-09 | 13F | Heritage 家族办公室有限责任公司 | 7,999 | 10.39 | 2,726 | 8.96 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 9,338 | 3.54 | 2,989 | -3.98 | ||||
| 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 | 154,048 | 4.63 | 49,314 | -2.99 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 6,132 | 9.11 | 1,963 | 1.13 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 6,734 | 27.93 | 2 | 100.00 | ||||
| 2025-07-22 | 13F | 塔尔博特金融有限责任公司 | 38,090 | 15.76 | 12,193 | 7.33 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 17,128 | 25.70 | 5,170 | 33.84 | ||||
| 2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,969 | 52.43 | 25,352 | 56.81 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 874 | 38.95 | 280 | 28.57 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 71,934 | 14.82 | 23,027 | 6.46 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 4,931 | 1,579 | ||||||
| 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 | 62,832 | 3.35 | 20,150 | 9.81 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 6,308 | 366.91 | 1 | |||||
| 2025-07-24 | NP | FSPCX - 保险组合 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 | 266,600 | 3.21 | 92,628 | 6.18 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 27,047 | 2.48 | 8,658 | -4.97 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 91,942 | 25.94 | 29,432 | 16.78 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 218,219 | 5.56 | 69,981 | 12.16 | ||||
| 2025-07-11 | 13F | AA 财务顾问有限责任公司 | 1,613 | 165.73 | 516 | 146.89 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -16,261 | -35.49 | -5,205 | -40.18 | |||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 773 | 0.78 | 247 | -6.44 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 34,429 | 4.34 | 11,021 | -3.26 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 2,381,835 | 4.15 | 762,473 | -3.43 | ||||
| 2025-07-16 | 13F | 卡哈巴财富管理公司 | 1,073 | 0.19 | 343 | -7.05 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 23,123 | 86.42 | 7,879 | 127.32 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 42,882 | 5.08 | 13,727 | -2.56 | ||||
| 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 | 116,221 | 3.20 | 37,271 | 9.65 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 4,304 | 1,495 | ||||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 72 | 84.62 | 23 | 155.56 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,882 | 10.16 | 1,349 | 13.28 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 1,427 | 0.21 | 457 | -7.13 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 666 | 213 | ||||||
| 2025-08-14 | 13F | 多伦多道明银行 | 136,496 | 3.68 | 43,698 | -3.85 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 16,224 | 5.85 | 5,637 | 8.89 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 5,841 | 4.55 | 1,870 | -3.06 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 124,453 | 14.47 | 39,840 | 6.14 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 568 | 2.71 | 182 | -4.74 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 11,100 | 3,553 | ||||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 4,615 | 13.00 | 1,477 | 4.83 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 6,590 | 16.62 | 2,290 | 19.97 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 64,383 | 5.35 | 20,610 | -2.32 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类 | 11,246 | 3,600 | ||||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 770,394 | 41,475.50 | 246,619 | 38,494.37 | ||||
| 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 | 1,129 | 26.85 | 362 | 35.07 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 5,391 | 91.31 | 1,726 | 77.47 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 238,844 | 5.97 | 76,459 | -1.74 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 179 | 4.68 | 57 | 42.50 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 17,469 | 3.66 | 5,592 | -3.87 | ||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 9,206 | 128.78 | 3,199 | 171.71 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 307,672 | 0.81 | 98,492 | 3.59 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 3,529 | 1,130 | ||||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 5,652,230 | 3.05 | 1,809,392 | -4.45 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 4,700 | 1,505 | ||||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 9,092 | 2.00 | 2,911 | -5.43 | ||||
| 2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 332 | 2.15 | 106 | -5.36 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 38,812 | 10.81 | 12,424 | 2.75 | ||||
| 2025-07-18 | 13F | 综合投资组合审查公司 | 999 | 320 | ||||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 5,501 | 0.64 | 1,761 | -6.73 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 3,354 | 0.72 | 1,074 | -6.61 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 4,746 | 1,519 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 26,026 | 2.12 | 8,331 | -5.31 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 139,796 | 3.87 | 44,751 | -3.15 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 1,287 | 15.63 | 412 | 7.03 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 215,065 | 11.26 | 68,847 | 3.17 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 9,565 | 30.37 | 3,062 | 20.84 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 31 | 14.81 | 10 | 0.00 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 111,964 | 3.54 | 35,842 | -3.99 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 640 | 3.23 | 205 | -5.12 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 8,417 | 102.53 | 2,694 | 87.87 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 461 | 160 | ||||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 8,942 | 2,685.67 | 2,863 | 2,501.82 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 1,643 | 6.27 | 1 | |||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 5,857,614 | 26.43 | 1,878,478 | 34.34 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 38,482 | 9.95 | 12,319 | 1.94 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 244 | 108.55 | 78 | 122.86 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 572,809 | 2.80 | 182,827 | -4.77 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,448 | 0.81 | 20,026 | 7.11 | ||||
| 2025-08-07 | 13F | W 顾问有限公司 | 915 | 0.44 | 293 | -7.01 | ||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 17,601 | 5,634 | ||||||
| 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 | 2,029 | 9.14 | 651 | 15.86 | ||||
| 2025-06-26 | NP | AWMIX - CIBC Atlas 中盘股票基金机构类别 | 40,226 | 27.85 | 12,900 | 35.85 | ||||
| 2025-04-25 | NP | SNPV - Xtrackers S&P 500 价值 ESG ETF | 82 | 34.43 | 28 | 42.11 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 1,078 | 2.47 | 345 | -4.96 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 3,953 | 3.78 | 1,265 | -3.73 | ||||
| 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 | 1,118 | 54.85 | 359 | 64.98 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 8,787 | 14.31 | 3,053 | 17.57 | ||||
| 2025-08-05 | 13F | 王朝财富管理有限责任公司 | 2,565 | 5.86 | 821 | -1.79 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 39,300 | 627.78 | 12,581 | 574.89 | |||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 28,709 | 3.33 | 9,191 | -4.19 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 13,027 | 13.36 | 4,162 | 5.56 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 3,236 | 39.30 | 1,036 | 29.21 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 21 | 250.00 | 7 | 200.00 | ||||
| 2025-08-22 | NP | 可变保险产品基金II - 国际资本增值投资组合初始类别 | 35,976 | 8.63 | 11,517 | 0.72 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 836 | 1.21 | 268 | -6.32 | ||||
| 2025-08-14 | 13F | 停战资本有限公司 | 1,286 | 412 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a) | 47,171 | 38.05 | 15,100 | 28.01 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 12,661 | 1.81 | 4,027 | 3.95 | ||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 3,421 | 17.40 | 1,097 | 24.80 | ||||
| 2025-06-26 | NP | DWAFX - ARROW DWA 平衡基金 A 类股票 | 169 | 54 | ||||||
| 2025-08-13 | 13F | 温斯洛资本管理有限公司 | 828,466 | 0.59 | 265,209 | -6.73 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 2,539 | 21.37 | 813 | 12.47 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 4,484 | 13.15 | 1,435 | 4.90 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 128,432 | 41,114 | ||||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 14,758 | 14.80 | 4,724 | 6.44 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 57,342 | 15.73 | 18,356 | 12.36 | ||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 195,867 | 1.30 | 62,813 | 7.63 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 4,732 | 24.20 | 1,518 | 32.03 | ||||
| 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 | 130,177 | 1.58 | 41,672 | -5.81 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 15,628 | 4.60 | 5,003 | -3.02 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 823 | 8.86 | 264 | 0.77 | ||||
| 2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 1,308 | 14.04 | 419 | 5.82 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 2,275 | 9.96 | 728 | 1.82 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 299,068 | 1.15 | 95,738 | -6.21 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 2,623 | 1.35 | 840 | -6.05 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 6,270 | 3.77 | 2,007 | -3.74 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 158 | 0.64 | 0 | |||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 12,855 | 4.14 | 4,438 | 26.69 | ||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 1,770 | 1.26 | 567 | -6.14 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 76 | 11.76 | 24 | 4.35 | ||||
| 2025-06-26 | NP | TRPWX - TIAA-CREF 机构级中型成长基金 | 3,750 | 1,203 | ||||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 26,100 | 41.85 | 8,355 | 31.53 | ||||
| 2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 1,065 | 4.21 | 340 | -3.41 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 14,570 | 7.88 | 5,062 | 10.98 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型成长投资组合 A 类 | 3,589 | 21.66 | 1,149 | 12.77 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 5,710 | 1,451 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 27,960 | 14.73 | 8,951 | 6.39 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -2,837 | -14.21 | -908 | -20.42 | |||
| 2025-07-25 | 13F | 海明顿财富管理 | 105 | 9.38 | 0 | |||||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 1,159 | 3.76 | 372 | 10.09 | ||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 811 | 260 | ||||||
| 2025-08-13 | 13F | 裸金融服务公司 | 24 | 2,300.00 | 8 | |||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 1,466 | 6.70 | 469 | -1.05 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 197,576 | 6.55 | 63,248 | -1.20 | ||||
| 2025-04-28 | 13F | 布芬顿·莫尔·麦克尼尔 | 988 | 341 | ||||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 24,969 | 1.44 | 7,993 | -5.93 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 334 | 1.21 | 116 | 4.50 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 8 | 33.33 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 5 | 66.67 | 2 | 0.00 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 37,062 | 61.23 | 12,795 | 96.12 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 112,397 | 1.35 | 36,045 | 7.69 | ||||
| 2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 1,779 | 2.24 | 569 | -5.17 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 3,400 | 240.00 | 1,088 | 215.36 | |||
| 2025-08-12 | 13F | DnB 资产管理公司 | 48,510 | 10.05 | 15,529 | 2.05 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 4,610 | 1.59 | 1,476 | -5.81 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 21,011 | 0.24 | 6,726 | -7.05 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 2,426 | 2.45 | 777 | -5.02 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 787 | 2.08 | 252 | -5.26 | ||||
| 2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 205,152 | 20.51 | 65,673 | 11.74 | ||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 7,955 | 12.68 | 2,547 | 4.47 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 2,299 | 736 | ||||||
| 2025-08-13 | 13F | 挪威银行 | 4,798,919 | 1,536,230 | ||||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 1,046 | 0.48 | 335 | -6.96 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 9,145 | 20.33 | 2,927 | 11.59 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 668 | 98.22 | 214 | 83.62 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 57,174 | 18,303 | ||||||
| 2025-08-14 | 13F | 大和证券集团公司 | 54,984 | 2.99 | 18 | -5.56 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 3,679 | 8.78 | 1,180 | 15.59 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 46 | 12.20 | 15 | 16.67 | ||||
| 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 | 5,844 | 14.43 | 1,871 | 41.24 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 3,424 | 1,096 | ||||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 43 | 79.17 | 14 | 62.50 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 3,239 | 4.45 | 1,037 | -3.18 | ||||
| 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 | 7,052 | 4.18 | 2,450 | 7.17 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 62,810 | 7.98 | 20,107 | 0.12 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 105,084 | 4.68 | 33,608 | -2.88 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 4,360 | 3.86 | 1,396 | -3.73 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -15,562 | -4,982 | |||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 校准股息增长投资组合 VC 级 | 11,863 | 0.26 | 3,798 | -7.03 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 153 | 0.66 | 49 | -7.69 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 3,479 | 5.87 | 1 | 0.00 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 103,434 | 36.61 | 33,111 | 26.67 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 132,802 | 2.24 | 42,513 | -5.20 | ||||
| 2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 10,945 | 3,504 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 6,458 | 7.54 | 2,071 | 14.29 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,387 | 1.46 | 444 | -5.73 | ||||
| 2025-08-14 | 13F | CSS 有限公司/il | Put | 1,000 | 320 | |||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 4,575 | 179.30 | 1,465 | 159.12 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 7,211 | 26.40 | 2,308 | 17.22 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 41,250 | 9.56 | 13,205 | 1.58 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 500 | 24.69 | 160 | 32.23 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 2,122 | 32.38 | 679 | 22.78 | ||||
| 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 | 1,435 | 28.01 | 499 | 31.75 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 567,540 | 8.60 | 181,681 | -7.69 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 12,454 | 3,987 | ||||||
| 2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 1,139 | 0.18 | 0 | |||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,135 | 149.12 | 742 | 156.40 | ||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 10,213 | 1.20 | 3,269 | -6.17 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 1,727 | 35.34 | 554 | 43.64 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 31 | 10 | ||||||
| 2025-07-31 | 13F/A | 亚飞财富 | 29 | 38.10 | 0 | |||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 144,112 | 1.38 | 46,133 | -6.00 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 271 | 8.40 | 87 | 14.67 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 10,068 | 0.98 | 3,223 | -6.39 | ||||
| 2025-08-14 | 13F | 埃施勒资产管理有限公司 | 2,713 | 868 | ||||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 65,627 | 7.66 | 21,046 | 14.39 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 40,501 | 241.87 | 12,965 | 218.24 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 225 | 6.64 | 78 | 9.86 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 7,208 | 0.18 | 2,307 | -7.13 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 774,100 | 9.88 | 247,805 | 1.88 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 14,613 | 4,676 | ||||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 37 | 12 | ||||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 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 | 396 | 5.88 | 120 | 13.33 | ||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,181 | 13.88 | 9,791 | 17.15 | ||||
| 2025-06-24 | NP | FRSGX - 富兰克林中小型股成长基金 A 类 | 189,552 | 0.74 | 60,787 | 7.04 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 44,708 | 1.98 | 14,312 | -5.44 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 342,723 | 87.49 | 110 | 73.02 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 6,800 | 750.00 | 2,177 | 688.41 | |||
| 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 | 265 | 32.50 | 85 | 40.00 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 1 | 0 | ||||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 328 | 37.24 | 0 | |||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 6,351 | 2,207 | ||||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 1,401 | 27.02 | 449 | 17.89 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 1,761 | 23.06 | 564 | 14.20 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 162,674 | 679.58 | 52,075 | 622.86 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 7,400 | 1,133.33 | 2,369 | 1,043.96 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 29,850 | 337.04 | 9,556 | 305.39 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 20,795 | 5.96 | 6,657 | -1.76 | ||||
| 2025-08-27 | NP | IVOAX - 常春藤中盘收入机会基金 A 类 | 80,167 | 2.18 | 25,663 | -5.25 | ||||
| 2025-08-14 | 13F | 南街顾问有限责任公司 | 48,433 | 8.56 | 15,504 | 0.66 | ||||
| 2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 3,152 | 10.56 | 1,009 | 2.54 | ||||
| 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 | 3,208,974 | 2.57 | 1,114,926 | 5.51 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 19,529 | 86.10 | 6,252 | 72.58 | ||||
| 2025-07-29 | 13F | WCM投资管理有限公司 | 2,464,662 | 5.48 | 783,097 | -1.65 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 18 | 260.00 | 6 | 400.00 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 77,023 | 12.68 | 24,657 | 4.48 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 4,372 | 1,400 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 182,500 | 654.13 | 58,422 | 599.32 | |||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 8,560 | 2.54 | 2,974 | 5.50 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 44,217 | 99.03 | 14,542 | 89.52 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 13,341 | 4,271 | ||||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 39,798 | 8.81 | 12,740 | 0.89 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 3,671 | 192.74 | 1,175 | 171.36 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 530,255 | 79.64 | 169,745 | 66.57 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 56,159 | 1.01 | 17,978 | -6.34 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 11 | 57.14 | 3 | 50.00 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 716 | 0.42 | 229 | -6.91 | ||||
| 2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 3,787 | 562 | ||||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 9,673 | 8.84 | 3,102 | 15.66 | ||||
| 2025-06-25 | NP | SPRAX - Pgim Qma 中盘价值基金 A 类 | 1,000 | 11.11 | 321 | 18.08 | ||||
| 2025-07-21 | 13F | DMKC 咨询服务有限公司 | 10,307 | 3,235 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,951 | 7.85 | 626 | 14.68 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 11,681,821 | 0.93 | 3,739,469 | -6.42 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 41,199 | 17.90 | 13,183 | 9.24 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 1,898 | 24.30 | 608 | 15.18 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 147 | 10.53 | 47 | 4.44 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 11,473 | 3,673 | ||||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 31 | 11 | ||||||
| 2025-08-08 | 13F | 美国信安金融集团 | 2,273,303 | 9.79 | 727,746 | 1.80 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 38,477 | 7.63 | 12,317 | -0.19 | ||||
| 2025-07-30 | 13F | 昌盛金融集团有限公司 | 912 | 292 | ||||||
| 2025-08-14 | 13F | ClearAlpha 技术公司 | 1,715 | 549 | ||||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 625 | 3.48 | 200 | -3.85 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 18,634 | 3.40 | 5,965 | -4.12 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 7,800 | 136.15 | 2,497 | 118.95 | ||||
| 2025-08-28 | NP | LAVLX - 雅培勋爵中型股票基金公司 A 类 | 78,185 | 0.28 | 25,029 | -7.01 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 88,636 | 1.13 | 28,425 | 7.45 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 89,347 | 28,602 | ||||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 1,256 | 0.48 | 0 | |||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 428 | 101.89 | 149 | 108.45 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 740 | 5.56 | 0 | |||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 32,419 | 4.70 | 10,378 | -2.92 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 63,029 | 98.38 | 20 | 100.00 | ||||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 637 | 146.90 | 204 | 164.94 | ||||
| 2025-06-26 | NP | SEG Partners多空股票基金 | Short | -7,542 | -2,419 | |||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 5,210 | 0.54 | 1,668 | -6.82 | ||||
| 2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 1,051 | 14.61 | 365 | 18.12 | ||||
| 2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 1,307 | 16.38 | 418 | 8.01 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 974 | 40.35 | 312 | 30.13 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 25 | 56.25 | 8 | 60.00 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 10,224 | 316.63 | 3,273 | 286.30 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 395 | 287.25 | 126 | 260.00 | ||||
| 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 | 2,673 | 857 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 47,638 | 8.38 | 15,250 | 0.49 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 6,610 | 17.97 | 2,116 | 9.36 | ||||
| 2025-07-22 | 13F | 施瓦布慈善基金 | 27,855 | 73.77 | 8,917 | 61.11 | ||||
| 2025-08-01 | 13F | 吉尼斯资产管理有限公司 | 831,166 | 1.48 | 266,015 | -5.87 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Call | 22,500 | 7,203 | |||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 6,084 | 5.19 | 1,948 | -2.45 | ||||
| 2025-08-14 | 13F | 联信银行 | 257,697 | 0.03 | 82,494 | -7.25 | ||||
| 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 | 20,124 | 8.28 | 6,454 | 15.05 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 8,169 | 0.99 | 2,615 | -6.34 | ||||
| 2025-06-26 | NP | AWYIX - CIBC ATLAS 股票收益基金机构类别股票 | 13,622 | 4,368 | ||||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 164 | 13.10 | 52 | 4.00 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 4,694 | 24.28 | 1,505 | 32.13 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 3,000 | 275.00 | 960 | 247.83 | |||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 3,222 | 1.10 | 1,032 | -6.27 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 3,000 | 275.00 | 960 | 247.83 | |||
| 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 | 5,655 | 7.80 | 1,810 | -0.06 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 310 | 150.00 | 0 | |||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | 643 | 206 | ||||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 144 | 1.41 | 46 | -4.17 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 125,455 | 3.29 | 40,161 | -4.23 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 3,996 | 2.15 | 1,279 | -5.26 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 91 | 4.60 | 29 | -3.33 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,997 | 808.79 | 2,885 | 937.77 | ||||
| 2025-03-28 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 4,458 | 45.69 | 1,346 | 55.13 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 18,455 | 0.33 | 5,908 | -6.67 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 1,508 | 12.37 | 483 | 4.10 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 26,448 | 37.15 | 8,467 | 27.17 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 991 | 2.06 | 317 | -5.37 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 10,500 | 3,361 | |||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 825,333 | 6.41 | 264,676 | 13.06 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 27,578 | 8,844 | ||||||
| 2025-08-12 | 13F | 特拉诺瓦资产管理有限责任公司 | 10,268 | 0.55 | 3,287 | -6.75 | ||||
| 2025-08-13 | 13F | Wrenne 财务规划有限责任公司 | 1,168 | 1.13 | 370 | -7.04 | ||||
| 2025-05-28 | NP | MGRIX - Marsico 成长基金 | 14,463 | 66.22 | 4,993 | 103.96 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 2,354 | 0.43 | 754 | -6.92 | ||||
| 2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 6,741 | 99.56 | 2,342 | 105.44 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 1,055 | 338 | ||||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 13,890 | 424.35 | 4,446 | 397.32 | ||||
| 2025-07-17 | 13F | 凯利金融服务有限公司 | 724 | 13.66 | 232 | 5.00 | ||||
| 2025-08-13 | 13F | 贸易通资本有限责任公司 | 700 | 0 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 3,074 | 984 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 10,525 | 100.71 | 3,345 | 87.13 | ||||
| 2025-08-14 | 13F | 阿尔派全球管理有限责任公司 | 1,187 | 380 | ||||||
| 2025-05-27 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,895 | 3.95 | 8,940 | 26.42 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 87,146 | 27.38 | 27,897 | 18.12 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 167 | 9.15 | 58 | 13.73 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 31 | 10 | ||||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 733 | 7.32 | 235 | -0.43 | ||||
| 2025-08-26 | NP | VGIIX - 摩根大通成长和收益基金 I 类 | 188,732 | 42.10 | 60,417 | 31.76 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 11,395 | 0.95 | 3,648 | -6.42 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 7,691 | 10.89 | 2,462 | 2.84 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 19,147 | 3.72 | 6,129 | -3.83 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 35,260 | 21.60 | 11,287 | 12.76 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 778 | 3.46 | 249 | -3.86 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 2,780 | 890 | ||||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 737,299 | 0.59 | 234,719 | -7.04 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 18 | 38.46 | 6 | 25.00 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 13,400 | 0.31 | 4,290 | -7.00 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 26,722 | 32.57 | 8,569 | 40.87 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 2,251 | 38.61 | 721 | 28.57 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 16,756 | 1.43 | 5,373 | 7.78 | ||||
| 2025-08-29 | NP | JVLAX - 约翰汉考克纪律价值基金 A 类 | 344,640 | 2.20 | 110,326 | -5.23 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 68 | 22 | ||||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 1,944 | 96.96 | 622 | 82.94 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 9,385 | 30.31 | 3,004 | 20.84 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 142 | 14.52 | 228 | 430.23 | ||||
| 2025-05-29 | NP | GRZZX-Leuthold Grizzly Short基金 | Short | -1,812 | -626 | |||||
| 2025-07-08 | 13F | D.斯科特尼尔公司 | 57,614 | 0.10 | 18,443 | -7.18 | ||||
| 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 | 15 | 25.00 | 5 | 33.33 | ||||
| 2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 18,789 | 1.04 | 6,015 | -6.31 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 44,810 | 3.87 | 14,370 | 10.37 | ||||
| 2025-08-13 | 13F | 瑞奇财富管理有限公司 | 49,475 | 0.64 | 15,838 | -6.68 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 130 | 20.37 | 42 | 10.81 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 683 | 219 | ||||||
| 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 | 14,500 | 5,038 | ||||||
| 2025-07-28 | 13F | Keeler & Nadler 财务规划与财富管理 | 737 | 0.14 | 236 | -6.00 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 10,438 | 96.13 | 3 | 200.00 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 13,720 | 4.28 | 4,392 | -3.30 | ||||
| 2025-08-14 | 13F | 维京全球投资有限责任公司 | 725,795 | 8.89 | 232,341 | 0.97 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 6 | 2 | ||||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 16,569 | 0.73 | 5,314 | 7.03 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 159 | 26.19 | 51 | 16.28 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 25,728 | 9.59 | 8,236 | 1.63 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 292 | 1.39 | 93 | -6.06 | ||||
| 2025-06-25 | NP | FXO - 第一信托金融 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 | 99,020 | 96.67 | 31,755 | 108.96 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 910 | 6.56 | 314 | 29.75 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 5,469 | 1,754 | ||||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 1,729 | 0.12 | 554 | -7.21 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 19,900 | 6,370 | |||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 18,200 | 18.18 | 5,826 | 9.59 | |||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 891 | 285 | ||||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 1,332 | 426 | ||||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 3,801 | 0.58 | 1,217 | -6.75 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 777,911 | 22.11 | 249 | 13.70 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 14 | 27.27 | 4 | 33.33 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 67,108 | 1.96 | 21,483 | -5.46 | ||||
| 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 | 9 | 28.57 | 3 | 0.00 | ||||
| 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 | 374,900 | 130,255 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 437 | 9.52 | 140 | 1.46 | ||||
| 2025-07-23 | 13F | 尼尔森资本管理有限责任公司 | 13,169 | 1.21 | 4,216 | -6.17 | ||||
| 2025-07-25 | NP | MMLG - First Trust 多管理人大型增长 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 | 2,716 | 944 | ||||||
| 2025-07-08 | 13F | NBC 证券公司 | 719 | 8.45 | 0 | |||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 341,723 | 830.29 | 117,976 | 1,031.56 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 3,527 | 1,129 | ||||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 4 | 1 | ||||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 1,237 | 5.46 | 397 | 11.86 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,130 | 20.60 | 362 | 11.76 | ||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 11,767 | 40.74 | 4,088 | 44.81 | ||||
| 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 | 1,473 | 3.15 | 512 | 6.02 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 14,138 | 2.85 | 4,526 | -4.64 | ||||
| 2025-08-13 | 13F | 绿丰资产管理有限公司 | 1,111 | 356 | ||||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 45,013 | 247.05 | 14,410 | 221.84 | ||||
| 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 | 3,895 | 79.41 | 1,247 | 66.36 | ||||
| 2025-06-26 | NP | FFLG - 富达增长机会 ETF | 8,515 | 2,731 | ||||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 1,853 | 2.15 | 593 | -5.27 | ||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 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 | 410,885 | 14.26 | 142,758 | 17.54 | ||||
| 2025-05-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 17,052 | 46.71 | 5,887 | 78.45 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 909 | 1.11 | 291 | -6.45 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 2,882 | 124.11 | 923 | 152.60 | ||||
| 2025-08-14 | 13F | 克利福德集团有限责任公司 | 2,207 | 0.46 | 706 | -6.86 | ||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 28,049 | 17.06 | 8,979 | 8.55 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 4,602 | 1.32 | 1,473 | -6.06 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 1,652 | 0.06 | 527 | -8.68 | ||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 105,368 | 32.84 | 33,730 | 23.17 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 26,362 | 8,439 | ||||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 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 | 340,478 | 0.02 | 108,994 | -7.25 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 1,641 | 0.43 | 525 | -6.91 | ||||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 36,905 | 0.78 | 11,814 | -6.55 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 27,191 | 3.33 | 8,704 | -4.18 | ||||
| 2025-05-29 | NP | VNVAX - Vaughan Nelson 价值机会基金 A 类 | 7,895 | 78.62 | 2,726 | 146.61 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 4 | ||||||
| 2025-07-25 | NP | ANEFX - 新经济基金A类 | 396,468 | 8.72 | 137,749 | 11.84 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 66,000 | 10.74 | 21,128 | 2.68 | ||||
| 2025-08-04 | 13F | 联合银行 | 50,357 | 2.45 | 16 | 0.00 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 120,459 | 8.58 | 38,561 | 0.68 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 835 | 3.34 | 243 | -5.47 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -574 | 224.29 | -184 | 200.00 | |||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 82,827 | 0.93 | 26,515 | -6.42 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 1,235 | 6.37 | 395 | -1.25 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 12,116 | 4.88 | 4 | 0.00 | ||||
| 2025-08-27 | NP | TEGAX - 中盘成长基金 A 类 | 82,905 | 0.72 | 26,540 | -6.61 | ||||
| 2025-05-27 | NP | IWR - iShares Russell 中型 ETF | 831,195 | 3.61 | 286,962 | 26.02 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 74,762 | 1.98 | 23,933 | -5.44 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 23,010 | 2.71 | 7,366 | -4.76 |
