机构和基金投资人持股 - 买家
在轴突企业有限公司中开设新头寸的主要持有者包括 麦克尔亨尼谢菲尔德资本管理有限责任公司, MLAAX - MainStay 大盘成长基金 A 类, HACAX - 港湾资本增值基金机构级, 工匠合伙人有限合伙企业, 澳大利亚超级有限公司, 蒙罗合伙公司, VAFAX - 景顺美国特许经营基金 A 类, AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级, Jnl 系列信托 - Jnl/blackrock 大盘精选成长基金 (a), FDEQX - 富达纪律股票基金, 交响金融有限公司, NWCAX - Nuveen Winslow 大盘成长基金 A 类, 卡登萨资本有限公司, Brighthouse Funds Trust II - 贝莱德资本增值投资组合 A 级, FELC - 富达增强型大盘核心 ETF, USS投资管理有限公司, DSI - iShares MSCI KLD 400 社交 ETF, QMOM - Alpha Architect 美国量化动量ETF, 太平洋精选基金 - 中型成长投资组合 I 类, 和 Rokos 资本管理有限公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | 密歇根州退休系统 | 20,100 | 2.03 | 16,642 | 60.61 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 236 | 55.26 | 195 | 146.84 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 3,183 | 8.89 | 2,635 | 71.44 | ||||
| 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 | 89 | 14.10 | 55 | 8.00 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 886 | 4.60 | 729 | 40.73 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 29 | 7.41 | 22 | 50.00 | ||||
| 2025-07-28 | NP | VAFAX - 景顺美国特许经营基金 A 类 | 66,547 | 49,934 | ||||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 706 | 5.37 | 585 | 65.91 | ||||
| 2025-08-14 | 13F | 德肖公司 | 5,904 | 1,001.49 | 4,888 | 1,639.50 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 66,300 | 6.42 | 54,892 | 67.53 | |||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 5,641 | 2.40 | 4,670 | 61.20 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 624 | 40.54 | 517 | 121.46 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 575 | 476 | ||||||
| 2025-08-08 | 13F | 财务生活规划师 | 5,006 | 336.82 | 4,145 | 588.37 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 904 | 19.89 | 748 | 88.89 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 1,527 | 1.87 | 1,264 | 60.41 | ||||
| 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 | 72,944 | 3.68 | 54,734 | 47.23 | ||||
| 2025-05-19 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 3,619 | 6.54 | 1,903 | -5.70 | ||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 360 | 298 | ||||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 7 | 6 | ||||||
| 2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,208 | 55.14 | 3,908 | 120.24 | ||||
| 2025-07-03 | 13F | 城市中心顾问有限公司 | 514 | 426 | ||||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 10,810 | 7.54 | 9 | 60.00 | ||||
| 2025-08-06 | 13F | 遗产桥有限责任公司 | 3,684 | 7.91 | 3,050 | 69.92 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 1 | 1 | ||||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 246 | 204 | ||||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 1,036 | 635 | ||||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 406 | 336 | ||||||
| 2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 346 | 286 | ||||||
| 2025-08-01 | 13F | 施兰斯基联合公司 | 6,858 | 0.75 | 5,678 | 58.60 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 20,260 | 7.07 | 16,772 | 68.52 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 2,554 | 0.04 | 1,930 | 43.74 | ||||
| 2025-08-26 | NP | HLGEX - 摩根大通中型成长基金 I 类 | 306,200 | 53.00 | 253,515 | 140.86 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 2,619 | 268.87 | 2,168 | 481.23 | ||||
| 2025-08-07 | 13F/A | 工商信用 | 504 | 140.00 | 417 | 279.09 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 273 | 226 | ||||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 3,202 | 1.27 | 1,964 | -4.80 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 1,540 | 0.46 | 1,275 | 58.19 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 13,887 | 72.72 | 11,498 | 171.93 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 294 | 11.79 | 243 | 76.09 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 406,698 | 12.21 | 315,008 | 61.05 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 710 | 1,631.71 | 588 | 2,345.83 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 34,655 | 1.69 | 28,692 | 60.08 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 1,869 | 40.74 | 1,547 | 121.63 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 7,192 | 24.24 | 5,955 | 95.60 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -1,175 | -53 | |||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 1,026 | 81.27 | 849 | 185.86 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 746 | 618 | ||||||
| 2025-07-28 | NP | AIM COUNSELOR系列信托（INVESCO COUNSELOR系列信托）-景顺奥本海默资本增值基金A级 | 102,780 | 55.31 | 77,122 | 120.53 | ||||
| 2025-08-14 | 13F | 嘉实投资服务有限公司 | 3,172 | 85.82 | 2,626 | 192.75 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 262 | 217 | ||||||
| 2025-08-04 | 13F | 背风金融合作伙伴有限责任公司 | 3,174 | 28.14 | 2,628 | 101.77 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 244 | 202 | ||||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 195 | 161 | ||||||
| 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 | 30,600 | 18,767 | ||||||
| 2025-06-30 | NP | NITE-夜景基金 | 1,575 | 966 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 11,999 | 63.67 | 9,934 | 157.69 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 86 | 53 | ||||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 847 | 20.66 | 701 | 89.97 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 32 | 6.67 | 26 | 73.33 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 7,220 | 5.77 | 5,978 | 66.49 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 18 | 15 | ||||||
| 2025-08-14 | 13F | Xponance公司 | 17,811 | 5.15 | 14,746 | 65.52 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 7,821 | 1.20 | 6,475 | 59.33 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 39,119 | 2.96 | 32,388 | 62.09 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 6,434 | 6.12 | 5,327 | 67.06 | ||||
| 2025-07-21 | 13F | 富通资本顾问有限公司 | 266 | 220 | ||||||
| 2025-08-14 | 13F | 农林中金银行 | 7,655 | 11.48 | 6,338 | 75.49 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 13 | 30.00 | 11 | 100.00 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 99,045 | 18.28 | 74,319 | 67.95 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 222 | 107.48 | 0 | |||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 570 | 1.79 | 472 | 60.20 | ||||
| 2025-07-29 | NP | GROYX - 胜利先锋精选中型股成长基金 Y 类 | 55,676 | 24.50 | 41,777 | 76.78 | ||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 823 | 37.40 | 681 | 116.19 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 2 | 100.00 | 2 | |||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 3,940 | 0.43 | 3,262 | 36.09 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 548 | 50.96 | 454 | 138.42 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 63,000 | 89.76 | 52,160 | 198.72 | |||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 62,867 | 4.56 | 38,556 | -1.67 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 5,711 | 4,728 | ||||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 269 | 223 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 183 | 2.81 | 152 | 62.37 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 276 | 4.55 | 169 | -1.74 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 4,679 | 5.79 | 3,511 | 50.19 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 174 | 2.96 | 144 | 63.64 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 3,522 | 290.47 | 2,916 | 515.19 | ||||
| 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 | 10 | 8 | ||||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 6,030 | 7.89 | 4,992 | 69.85 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 51,499 | 13.73 | 42,638 | 79.03 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 7,019 | 64.00 | 6 | 150.00 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 34,843 | 4.94 | 29 | 64.71 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC/WI | 619 | 512 | ||||||
| 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 | 33,117 | 141.59 | 20,311 | 127.18 | ||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 3,187 | 0.82 | 2,639 | 58.72 | ||||
| 2025-08-26 | NP | Profunds - Profunds 工业副总裁 | 313 | 21.32 | 259 | 91.85 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 22,812 | 34.30 | 19 | 125.00 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 3,345 | 2,769 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 9,747 | 13.06 | 8,070 | 77.97 | ||||
| 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 | -482 | -399 | |||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 3,285 | 9.32 | 2,720 | 72.09 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 4,726 | 20.16 | 3,913 | 89.17 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 1,171 | 2.72 | 970 | 61.77 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 12,061 | 0.45 | 9,986 | 58.12 | ||||
| 2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 939 | 6.70 | 777 | 68.18 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 2,325 | 38.81 | 1,925 | 118.75 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 大盘精选成长基金 (a) | 42,965 | 35,572 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 14 | 12 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Call | 400 | 331 | |||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 560 | 761.54 | 464 | 1,752.00 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 3,714 | 64.05 | 3,075 | 158.32 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 30,632 | 20.88 | 25,361 | 90.30 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 3,561 | 0.54 | 1,873 | -11.07 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 193,535 | 119.16 | 160,235 | 245.01 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 519 | 31.39 | 430 | 107.25 | ||||
| 2025-07-23 | 13F | Tcfg 财富管理有限责任公司 | 777 | 5.28 | 643 | 65.72 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 25,472 | 76.89 | 21 | 200.00 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 45,367 | 1.70 | 37,555 | 60.05 | ||||
| 2025-06-26 | NP | FCLAX - 富达顾问工业基金 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 | 19,400 | 59.02 | 11,898 | 49.55 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 2,287 | 13.22 | 1,894 | 78.25 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 55 | 44.74 | 46 | 125.00 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 447 | 370 | ||||||
| 2025-08-01 | 13F | Reliant投资合伙公司 | 342 | 283 | ||||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 543 | 11.27 | 407 | 58.37 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,824 | 3.05 | 1,510 | 62.37 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 2 | 2 | ||||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 594 | 492 | ||||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 82,534 | 19.80 | 68,326 | 88.56 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 183 | 0 | ||||||
| 2025-08-22 | NP | FFNHX - 工业投资组合初始类 | 7,500 | 44.23 | 6,210 | 127.10 | ||||
| 2025-08-27 | NP | TSEL - Touchstone Sands Capital 美国精选成长型 ETF | 1,441 | 12.31 | 1,193 | 77.00 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 308 | 255 | ||||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 6,093 | 4.76 | 5,045 | 64.94 | ||||
| 2025-06-26 | NP | AMGAX - 阿尔杰中型成长基金 A 类 | 8,414 | 112.21 | 5,160 | 99.61 | ||||
| 2025-08-15 | 13F | 尤因莫里斯公司投资伙伴有限公司 | 314 | 260 | ||||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 951 | 134.24 | 787 | 269.48 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 1,124 | 3.59 | 931 | 44.41 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 204 | 12.71 | 125 | 5.93 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 47,918 | 33,798 | ||||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 507 | 31.69 | 420 | 107.43 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 116 | 427.27 | 96 | 772.73 | ||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 1,708 | 31.59 | 1,414 | 107.33 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 21 | 11 | ||||||
| 2025-08-14 | 13F | 野村控股公司 | 21,392 | 3.35 | 17,711 | 62.70 | ||||
| 2025-07-23 | 13F | 第一金融集团 | 271 | 224 | ||||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,030 | 5.75 | 853 | 47.40 | ||||
| 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 | 5,038 | 8.51 | 3,090 | 2.01 | ||||
| 2025-08-01 | 13F | 方面财富公司 | 285 | 215 | ||||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 1,063 | 18.11 | 880 | 86.05 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 1,057 | 0.57 | 875 | 58.51 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 9,570 | 11.96 | 7,923 | 76.26 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 80,973 | 67,041 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 975 | 9.18 | 807 | 72.07 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 3,304 | 207.35 | 2,496 | 341.77 | ||||
| 2025-07-09 | 13F | 索耶公司 | 26 | 4.00 | 0 | |||||
| 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 | 13,268 | 2.12 | 10,985 | 60.76 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 266 | 5.56 | 220 | 66.67 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 80,300 | 14.71 | 66,484 | 80.58 | |||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 2,072,186 | 5.89 | 1,713,332 | 66.97 | ||||
| 2025-08-14 | 13F | 卡登萨资本有限公司 | 16,919 | 14,008 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 978 | 6.89 | 600 | 0.50 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 2,391 | 153.02 | 1,980 | 424.93 | ||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 3,072 | 2,543 | ||||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 3,065 | 1.79 | 1,880 | -4.28 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 82 | 272.73 | 68 | |||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 13,307 | 31.80 | 11,017 | 107.52 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 7,479 | 4.34 | 6,192 | 64.24 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 3,045 | 5.91 | 2,521 | 66.73 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 6,918 | 5.54 | 5,728 | 66.14 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 7 | 600.00 | 6 | |||||
| 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 | 99,672 | 6.96 | 82,522 | 68.37 | ||||
| 2025-08-29 | NP | FTWO - 力方2.0 ETF | 446 | 11.78 | 369 | 76.56 | ||||
| 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 | 3 | 50.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Serenus 财富顾问有限公司 | 300 | 248 | ||||||
| 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 | 243,872 | 7.67 | 149,567 | 1.25 | ||||
| 2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 48,465 | 53.17 | 40,126 | 141.11 | ||||
| 2025-06-26 | NP | DARP - Grizzle Growth ETF | 79 | 48 | ||||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 244 | 202 | ||||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 33,428 | 1,174.42 | 27,676 | 1,906.96 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 1,578 | 1,306 | ||||||
| 2025-08-13 | 13F | 布朗咨询公司 | 498 | 5.96 | 413 | 66.80 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 317 | 262 | ||||||
| 2025-08-04 | 13F | 五大湖退休公司 | 3,872 | 0.81 | 3,206 | 58.71 | ||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 80 | 400.00 | 66 | 725.00 | ||||
| 2025-08-13 | 13F | 泰康资产管理（香港）有限公司 | 4,146 | 45.07 | 3,433 | 128.34 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 314 | 260 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 306,738 | 2.86 | 253,958 | 61.92 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 987 | 4.00 | 817 | 63.73 | ||||
| 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 | 913,928 | 0.73 | 685,775 | 43.03 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 1,334 | 4.46 | 1,104 | 64.53 | ||||
| 2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 239 | 20.10 | 198 | 89.42 | ||||
| 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 | |||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 3,905 | 2.63 | 3,233 | 61.57 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 2,000 | 2 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 12,531 | 2.13 | 7,685 | -3.96 | ||||
| 2025-08-15 | 13F | 协力金融集团有限公司 | 1,369 | 4.50 | 1,133 | 64.68 | ||||
| 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 | 17,894 | 1.49 | 10,974 | -4.56 | ||||
| 2025-08-26 | NP | MADE - iShares 美国制造业 ETF | 208 | 19.54 | 172 | 89.01 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 11,054 | 4.43 | 9,152 | 64.40 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 106 | 11.58 | 0 | |||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 6,310 | 1.38 | 5,225 | 59.61 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 6,310 | 56.58 | 5,224 | 146.53 | ||||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | 3 | 2 | ||||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 581 | 22.57 | 481 | 93.17 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 5 | 4 | ||||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 22,255 | 1.26 | 18,426 | 59.41 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 536 | 14.78 | 444 | 80.82 | ||||
| 2025-09-03 | 13F | Q3 资产管理 | 879 | 1 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 12 | 9 | ||||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 484 | 15.24 | 401 | 81.82 | ||||
| 2025-08-26 | NP | DLQAX - 纽约梅隆银行大盘股票基金 A 类 | 1,796 | 0.45 | 1,487 | 58.09 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 716 | 15.48 | 593 | 81.60 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 119,147 | 6.35 | 98,647 | 67.42 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 4,070 | 11.02 | 3,370 | 74.74 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 1,647 | 3.85 | 1,364 | 63.43 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 1,908 | 1,170 | ||||||
| 2025-08-01 | 13F | 佩特拉金融顾问公司 | 1,178 | 975 | ||||||
| 2025-08-05 | 13F | 桥水顾问公司 | 853 | 3.27 | 619 | 22.62 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 6,834 | 18.73 | 5,658 | 86.92 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 260 | 215 | ||||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 2,307 | 2.90 | 1,910 | 62.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 325,000 | 41.92 | 269,080 | 123.41 | |||
| 2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 264 | 219 | ||||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 870 | 675 | ||||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 69,556 | 3.39 | 57,588 | 62.76 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 4,824 | 4 | ||||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 1,141 | 17.63 | 856 | 67.19 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 873 | 26.71 | 723 | 99.45 | ||||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 3,496 | 208.29 | 2,894 | 385.57 | ||||
| 2025-08-28 | NP | 景顺Qqq信托，系列1 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 | 1,606,295 | 1.79 | 1,329,916 | 60.24 | ||||
| 2025-08-14 | 13F | 尼古拉斯投资合伙人有限合伙人 | 9,788 | 11.30 | 8,104 | 75.20 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 1,400 | 152.71 | 1,159 | 298.28 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 4,664 | 4.55 | 3,862 | 64.58 | ||||
| 2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 1,745 | 1,445 | ||||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 320 | 265 | ||||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 1,130 | 4.24 | 854 | 28.46 | ||||
| 2025-08-27 | NP | USRD - 主题美国研发冠军 ETF | 27 | 22 | ||||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | 8,153 | 6,748 | ||||||
| 2025-08-05 | 13F | 诚信财富解决方案有限责任公司 | 264 | 219 | ||||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 15 | 12 | ||||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 35 | 26 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 8,092 | 12.86 | 4,963 | 6.12 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 14,814 | 69.54 | 12,265 | 166.92 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 19,216 | 5.37 | 15,910 | 65.87 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 1,003 | 830 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林聚焦增长 ETF | 5,272 | 9.60 | 4,365 | 72.56 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 6,798 | 3.60 | 5,629 | 63.08 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 7,627 | 6,315 | ||||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 6,005 | 7.40 | 4,972 | 69.08 | ||||
| 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 | -900 | -40 | |||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 1,950 | 7.50 | 1,463 | 52.71 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 280 | 232 | ||||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 2,295 | 2.91 | 1,900 | 62.12 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 1,786 | 80.77 | 1,479 | 184.78 | ||||
| 2025-08-26 | NP | PRSCX - T. Rowe Price 科学技术基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,300 | 79.11 | 17,635 | 149.54 | ||||
| 2025-07-17 | 13F | 李约翰逊资本管理有限公司 | 8,687 | 19.10 | 7,192 | 87.49 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 7,652 | 1.39 | 6,335 | 59.61 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 3 | 50.00 | 2 | 100.00 | ||||
| 2025-06-30 | NP | DAFGX - Dunham 重点关注大盘成长基金 A 类 | 4,832 | 2,963 | ||||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 1,172 | 108.54 | 970 | 228.81 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 3,147 | 90.61 | 2,606 | 200.12 | ||||
| 2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 300 | 248 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 336 | 278 | ||||||
| 2025-08-22 | 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 | 71,424 | 41.30 | 59,135 | 122.43 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 1,461 | 25.84 | 1,210 | 98.20 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 627 | 12.16 | 519 | 71.85 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 1,761 | 1,458 | ||||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 470 | 4.21 | 389 | 64.14 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 17,297 | 10.61 | 12,979 | 57.06 | ||||
| 2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 263 | 218 | ||||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 28,375 | 45.77 | 23,493 | 129.46 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 86,791 | 5.09 | 71,858 | 65.42 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 94,517 | 7.92 | 78,254 | 69.88 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 79 | 65 | ||||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -4,036 | -23.39 | -3,028 | 8.80 | |||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 47,437 | 6.58 | 29,093 | 0.23 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 264 | 219 | ||||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 1,181 | 886 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 2,964 | 2,454 | ||||||
| 2025-07-29 | 13F | 积极财富管理 | 13 | 333.33 | 11 | 900.00 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 329 | 272 | ||||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 508 | 2.83 | 421 | 62.16 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 12,600 | 61.54 | 10,432 | 154.31 | |||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 3 | 200.00 | 2 | |||||
| 2025-08-11 | 13F | 奥德投资管理有限公司 | 340 | 282 | ||||||
| 2025-07-24 | NP | FBOT - 富达颠覆性自动化 ETF | 7,132 | 69.81 | 5,352 | 141.14 | ||||
| 2025-08-14 | 13F | 石英合伙人有限公司 | 376 | 311 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 851 | 7.45 | 705 | 69.23 | ||||
| 2025-07-29 | NP | MMSC - First Trust 多经理小盘股机会 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 | 320 | 0.63 | 240 | 42.86 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 147,572 | 61.09 | 122,180 | 164.61 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 495 | 410 | ||||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 117,728 | 92.76 | 97,472 | 203.44 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 621 | 52.96 | 514 | 141.31 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 7,891 | 4,840 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 13,598 | 55.62 | 8,340 | 46.35 | ||||
| 2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 232,551 | 8.25 | 192,538 | 70.41 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 4 | 33.33 | 3 | 200.00 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 5,099 | 8.19 | 4 | 100.00 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 2,168 | 3.83 | 1,794 | 63.30 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 331 | 274 | ||||||
| 2025-07-24 | 13F | 康宁公司 | 338 | 280 | ||||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 317 | 12.01 | 194 | 5.43 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 6,233 | 5,161 | ||||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 1,897 | 4.29 | 1,163 | -1.94 | ||||
| 2025-08-08 | 13F | 第一西部信托银行 | 255 | 211 | ||||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 97 | 2.11 | 80 | 63.27 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 1,098 | 22.82 | 909 | 93.40 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 250 | 207 | ||||||
| 2025-07-09 | 13F | 捷克国家银行 | 18,078 | 8.65 | 14,967 | 71.05 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 1,873 | 0.43 | 1,551 | 58.16 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 5,983 | 44.80 | 4,954 | 127.98 | ||||
| 2025-07-22 | 13F | Kercheville 顾问有限责任公司 | 293 | 243 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -3 | -2 | |||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 1,398 | 1,157 | ||||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 1,128 | 0.53 | 934 | 58.14 | ||||
| 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 | 8,531 | 6.11 | 5,232 | -0.21 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 17 | 183.33 | 14 | 366.67 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 865 | 4.85 | 697 | 48.93 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,818 | 25.47 | 2,955 | 17.97 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 706 | 12.06 | 585 | 76.44 | ||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 602,601 | 6.61 | 498,917 | 67.83 | ||||
| 2025-06-27 | NP | HACAX - 港湾资本增值基金机构级 | 197,032 | 120,840 | ||||||
| 2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 275 | 17.02 | 206 | 66.13 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 4,839 | 43.68 | 4,006 | 126.20 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 53,878 | 4.20 | 44,608 | 64.03 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 888 | 11.84 | 774 | 85.37 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 96,700 | 6.97 | 80,062 | 68.39 | |||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 9,364 | 8.32 | 7,753 | 70.52 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 1,576 | 33.79 | 1,305 | 110.66 | ||||
| 2025-08-12 | 13F | Bravias 资本集团有限责任公司 | 255 | 211 | ||||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 259 | 214 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 173 | 16.89 | 143 | 85.71 | ||||
| 2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 2,196 | 2.52 | 1,818 | 61.37 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 41 | 70.83 | 0 | |||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 5,734 | 455.08 | 4,747 | 678.20 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 278 | 4.51 | 170 | -1.73 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 282,115 | 4.41 | 233,574 | 64.36 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 4,774 | 3,953 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 114 | 293.10 | 94 | 526.67 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 739 | 1.23 | 1 | |||||
| 2025-08-12 | 13F | 瑞士国家银行 | 220,300 | 7.83 | 182,395 | 69.75 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 1,472 | 76.71 | 1,219 | 178.08 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 3,620 | 14.30 | 2,716 | 62.34 | ||||
| 2025-08-27 | 13F | 蒙罗合伙公司 | 75,622 | 62,610 | ||||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 4,408 | 1.90 | 3,650 | 60.40 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 3 | 2 | ||||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 314 | 230 | ||||||
| 2025-08-14 | 13F | 下世纪成长投资者有限公司 | 3,706 | 19.63 | 3,068 | 88.34 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 168 | 15.86 | 126 | 65.79 | ||||
| 2025-07-23 | NP | NLCAX - Voya大盘成长基金A类 | 13,427 | 1.41 | 10,075 | 44.01 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 333,364 | 3.14 | 276,005 | 62.37 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 300 | 200.00 | 248 | 376.92 | |||
| 2025-08-14 | 13F | 曼氏集团 | 29,398 | 49.34 | 24,340 | 135.09 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,940 | 6.13 | 1,456 | 50.62 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 603 | 499 | ||||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 700 | 600.00 | 580 | 1,013.46 | |||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 4,218 | 2,587 | ||||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 2,642 | 4.47 | 2,187 | 64.44 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 3,873 | 19.32 | 3,206 | 87.81 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 14,070 | 108.17 | 11,649 | 227.77 | ||||
| 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 | 74 | 37.04 | 45 | 28.57 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 7,049 | 5,836 | ||||||
| 2025-07-24 | 13F | SLT控股有限公司 | 340 | 282 | ||||||
| 2025-08-13 | 13F | 波伦资本管理有限公司 | 922 | 763 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 313 | 27.24 | 165 | 12.33 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 3,765 | 27.41 | 3,117 | 100.58 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 170,884 | 42.97 | 141,482 | 125.07 | ||||
| 2025-06-26 | NP | TSGMX - 泛美可持续增长股票 R6 | 476 | 8.18 | 292 | 1.75 | ||||
| 2025-08-28 | NP | XLSR - SPDR(R) SSGA 美国行业轮动 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69 | 57 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 12,366 | 0.16 | 10,238 | 57.68 | ||||
| 2025-08-26 | NP | QQXT - First Trust Nasdaq-100 除科技行业指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,022 | 628.87 | 20,717 | 1,047.70 | ||||
| 2025-07-15 | 13F | 退休收入解决方案公司 | 255 | 211 | ||||||
| 2025-03-26 | NP | GUNZ-塔特尔资本自卫指数 ETF | 51 | 37.84 | 33 | 120.00 | ||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 610 | 17.53 | 374 | 10.65 | ||||
| 2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 244,900 | 33.10 | 150,197 | 25.16 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 432 | 358 | ||||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 629 | 272.19 | 521 | 490.91 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 8,742 | 26.92 | 7,238 | 99.81 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 10 | 42.86 | 8 | 166.67 | ||||
| 2025-08-29 | NP | JACFX - 约翰汉考克中型成长基金类别资产净值 | 31,539 | 0.43 | 26,112 | 58.09 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -1,822 | -49.71 | -1,509 | -20.84 | |||
| 2025-08-07 | 13F | 中西部信托公司 | 535 | 443 | ||||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 2,098 | 100.57 | 1,737 | 215.82 | ||||
| 2025-08-05 | 13F | 阿斯特拉财富合伙公司 | 329 | 272 | ||||||
| 2025-07-14 | 13F | E&G 顾问有限合伙人 | 265 | 219 | ||||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 445 | 2.30 | 368 | 61.40 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 3,132 | 10.44 | 2,593 | 73.91 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 1,961 | 26.43 | 1,624 | 99.14 | ||||
| 2025-08-12 | 13F | 中心财富管理 | 265 | 223 | ||||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 876 | 7.62 | 725 | 69.39 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 2,590 | 32.28 | 2,144 | 108.16 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 588 | 5.38 | 486 | 65.87 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 3,136 | 7.54 | 2,596 | 69.34 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 141 | 117 | ||||||
| 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 | 7,210 | 4.09 | 5,969 | 63.85 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 39,000 | 9.24 | 32,290 | 71.97 | ||||
| 2025-03-27 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | Short | -2,871 | -1,872 | |||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 12,967 | 332.52 | 10,615 | 562.13 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 55 | 46 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 93,416 | 0.20 | 77,343 | 57.73 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 6,205 | 3,806 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 991 | 18.26 | 821 | 86.36 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 415 | 5.87 | 311 | 50.24 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 8,245 | 20.51 | 6,826 | 89.72 | ||||
| 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 | 4,677 | 3,872 | ||||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 6,215 | 13.68 | 5,146 | 78.96 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 938 | 0.11 | 777 | 57.72 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 496,290 | 5.03 | 410,898 | 65.33 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 15,870 | 1.95 | 13,139 | 60.51 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 719 | 63.04 | 595 | 157.58 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 115,822 | 1.50 | 95,894 | 59.78 | ||||
| 2025-08-13 | 13F | 策略资本有限责任公司 | 432,664 | 4.52 | 358,220 | 64.54 | ||||
| 2025-04-29 | NP | FCUS - Pinnacle Focused Opportunities ETF | 2,231 | 203.54 | 1,179 | 735.46 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 3,949 | 2.57 | 3,270 | 61.51 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 370 | 6.94 | 227 | 0.44 | ||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 824 | 4.57 | 682 | 64.73 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 335 | 277 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 53,800 | 21.17 | 44,543 | 90.75 | |||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 354,978 | 12.51 | 293,900 | 77.12 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -641 | -63.03 | -531 | -41.82 | |||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 154,800 | 95.45 | 128,165 | 207.68 | |||
| 2025-08-06 | 13F | 几何财富顾问 | 501 | 0.20 | 415 | 58.02 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 204 | 2.00 | 0 | |||||
| 2025-08-13 | 13F | 第1832章 | 536,420 | 129.24 | 444,124 | 260.86 | ||||
| 2025-08-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 61 | 22.00 | 51 | 92.31 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 368 | 305 | ||||||
| 2025-07-24 | 13F | PDS 规划公司 | 306 | 253 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 1,776 | 7.77 | 1,470 | 69.75 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 9,868 | 0.81 | 8,169 | 58.68 | ||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 16,653 | 331.65 | 13,788 | 794.68 | ||||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 751 | 15.72 | 461 | 8.75 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,453 | 2,031 | ||||||
| 2025-07-02 | 13F | 资本市场策略有限责任公司 | 2,823 | 2.28 | 2,337 | 61.06 | ||||
| 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 | 47,800 | 10.65 | 35,867 | 57.11 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 84,201 | 3.83 | 69,713 | 63.44 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 5,600 | 273.33 | 4,636 | 488.32 | ||||
| 2025-08-08 | 13F | 库珀资本顾问有限责任公司 | 846 | 0.36 | 700 | 58.01 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 4 | 3 | ||||||
| 2025-08-06 | 13F | 科技银行/pa | 7 | 6 | ||||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 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 | 61,775 | 18.44 | 51,146 | 86.44 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 1,927 | 1.74 | 1,595 | 60.14 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 6,599 | 0.21 | 4,952 | 42.31 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 5,511 | 76.75 | 4,563 | 178.34 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 95,747 | 3.76 | 79 | 64.58 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 228 | 17.53 | 189 | 84.31 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 34,382 | 23.05 | 28,466 | 93.70 | ||||
| 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 | 12,069 | 17.65 | 7,402 | 10.63 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 2,612 | 3.90 | 2 | 100.00 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 70,380 | 18.52 | 58,270 | 86.58 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 283 | 4.81 | 225 | 55.56 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 14 | 7.69 | 9 | 0.00 | ||||
| 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 | 5,462 | 2.96 | 4,098 | 46.20 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 4,365 | 12.41 | 3,614 | 76.93 | ||||
| 2025-07-24 | NP | LMGAX - 阿贝特勋爵成长机会基金 A 类 | 30,472 | 18.37 | 22,865 | 68.08 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 16,283 | 1.03 | 13,481 | 59.05 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 571 | 0.88 | 473 | 58.92 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 8,358 | 37.38 | 6,920 | 116.29 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 2,566 | 8.18 | 1,925 | 53.63 | ||||
| 2025-05-29 | NP | ARBOX - 绝对可转换套利基金投资者股份 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 2,856 | 2,365 | ||||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 116 | 87 | ||||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 70,935 | 14.63 | 53,227 | 62.76 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 1,214 | 911 | ||||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 380 | 315 | ||||||
| 2025-07-18 | 13F | 信托金融公司 | 10,644 | 14.87 | 8,813 | 80.83 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 436 | 18.80 | 361 | 86.53 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 5,104 | 4,226 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 593 | 50.13 | 491 | 136.71 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 9,029 | 8.30 | 7,475 | 70.51 | ||||
| 2025-08-13 | 13F | 威利斯约翰逊公司 | 383 | 317 | ||||||
| 2025-07-14 | 13F | 农商投资公司 | 45 | 7.14 | 37 | 68.18 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 436 | 3.32 | 361 | 62.90 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 14 | 16.67 | 9 | 14.29 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 1,149 | 1.77 | 951 | 60.37 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 67,321 | 0.05 | 55,733 | 57.46 | ||||
| 2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 2,378 | 3.08 | 1,969 | 62.24 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 324 | 268 | ||||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 117 | 4.46 | 72 | -2.74 | ||||
| 2025-08-08 | 13F | 多诺霍福林有限责任公司 | 3,469 | 2,872 | ||||||
| 2025-08-12 | 13F | 美国世纪公司 | 188,504 | 85.52 | 156,070 | 192.04 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 44,851 | 1.39 | 37,134 | 59.62 | ||||
| 2025-07-21 | 13F | 111资本 | 322 | 267 | ||||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 2,511 | 7.68 | 2,079 | 69.49 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 1 | 1 | ||||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 3,918 | 8.77 | 2,940 | 54.44 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 340 | 282 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 5 | 25.00 | 4 | 100.00 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 3,557 | 2,945 | ||||||
| 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 | 1,689 | 1.26 | 1,036 | -4.78 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 23 | 43.75 | 14 | 366.67 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 2,000 | 1,656 | |||||
| 2025-08-14 | 13F | Sig 经纪公司 | 549 | 455 | ||||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 1,110 | 1.83 | 919 | 60.38 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 2,500 | 2,070 | |||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 4,244 | 68.88 | 3,514 | 165.93 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 15,707 | 3.55 | 9,633 | -2.62 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 293 | 243 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 31,200 | 0.65 | 26 | 56.25 | |||
| 2025-07-18 | 13F | TABR资本管理有限责任公司 | 327 | 271 | ||||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 18 | 500.00 | 15 | 1,300.00 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,105 | 1.34 | 20,303 | -4.70 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 2,480 | 28.70 | 2 | 100.00 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,667 | 4,345.00 | 1,636 | 4,092.31 | ||||
| 2025-07-15 | 13F | 退休有限责任公司 | 885 | 733 | ||||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 252,123 | 6.99 | 154,627 | 0.61 | ||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 187 | 155 | ||||||
| 2025-05-29 | NP | TGVFX - 成长机会基金 A 类 | 4,665 | 14.03 | 2,454 | 0.90 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 6 | 50.00 | 4 | 200.00 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 8,621 | 2.22 | 7 | 75.00 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 9,179 | 365.23 | 8 | 600.00 | ||||
| 2025-08-14 | 13F | 晴雨表资本管理公司 | 6,786 | 5,618 | ||||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 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 | 50,806 | 17.61 | 42,064 | 85.13 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 1,096 | 1.39 | 907 | 59.68 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 22,815 | 4.37 | 17,119 | 48.20 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 41 | 192.86 | 34 | 57.14 | ||||
| 2025-08-14 | 13F | 道富银行 | 3,175,791 | 2.83 | 2,629,364 | 61.87 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 234 | 2.18 | 194 | 60.83 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 1,025 | 26.08 | 849 | 98.59 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | 257 | |||||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 1,387 | 19.06 | 1,148 | 87.58 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 11,326 | 7.21 | 9,377 | 68.77 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 1,726 | 18.71 | 1,429 | 87.04 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 1,157 | 958 | ||||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 83 | 9.21 | 69 | 74.36 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 2,612 | 5.54 | 2,163 | 66.18 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 379 | 279 | ||||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 561 | 464 | ||||||
| 2025-07-23 | 13F | Triasima 投资组合管理公司 | 7,765 | 4.26 | 6,429 | 64.11 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 15,350 | 1,169.64 | 12,709 | 1,901.26 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 79 | 172.41 | 65 | 333.33 | ||||
| 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 | 26,245 | 3.74 | 21,729 | 63.30 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 4,596 | 268.27 | 3,805 | 480.03 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 2,378,900 | 4.02 | 1,969,586 | 63.74 | ||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 4,897 | 51.05 | 4,054 | 137.77 | ||||
| 2025-08-27 | NP | HRNOX - 胡德河新机会基金机构股份 | 1,837 | 13.89 | 1,521 | 79.25 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 6,758 | 1,299.17 | 5,596 | 2,043.68 | ||||
| 2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 753 | 33.04 | 462 | 24.93 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 23,920 | 2.31 | 19,804 | 61.06 | ||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 325 | 269 | ||||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 1,164 | 1.39 | 964 | 59.70 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 10,973 | 3.28 | 9,085 | 62.56 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪精选中盘管理波动基金标准级 | 2,102 | 42.03 | 1,740 | 123.65 | ||||
| 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 | 134,321 | 0.64 | 100,789 | 42.90 | ||||
| 2025-08-01 | 13F | 信托投资顾问 | 255 | 211 | ||||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 596 | 493 | ||||||
| 2025-08-12 | 13F | 贝莱德公司 | 7,573,054 | 4.15 | 6,270,034 | 63.95 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 11,600 | 37.49 | 9,604 | 116.45 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,154 | 42.82 | 866 | 103.05 | ||||
| 2025-08-08 | 13F | 创意策划 | 21,549 | 7.87 | 17,841 | 69.82 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 248 | 121.43 | 205 | 253.45 | ||||
| 2025-07-15 | 13F | 海伯利安资产管理有限公司 | 92,479 | 76,567 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 11,179 | 7.57 | 8,388 | 52.76 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 3,842 | 268.71 | 3,181 | 480.29 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 2,480 | 7,900.00 | 2,053 | 12,731.25 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 694 | 54.22 | 521 | 119.41 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 250 | 207 | ||||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 766 | 4.50 | 634 | 64.68 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 11,507 | 9,416 | ||||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 663 | 52.06 | 549 | 139.30 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 7,672 | 4,705 | ||||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 2,199 | 7.16 | 1,349 | 0.75 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 315 | 261 | ||||||
| 2025-08-29 | NP | JAFSX - 科学技术信托资产净值 | 2,100 | 58.13 | 1,739 | 120.28 | ||||
| 2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 3,828 | 2,872 | ||||||
| 2025-08-08 | 13F | 维斯特科公司 | 1,533 | 10.53 | 1 | |||||
| 2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 81,925 | 10.71 | 67,829 | 74.28 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | Short | -106,878 | -0.93 | -65,548 | -6.83 | |||
| 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 | 86,108 | 9.46 | 52,810 | 2.94 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 5,670 | 1.43 | 5 | 100.00 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 4,544 | 23.28 | 3,762 | 94.12 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 8,643 | 24.68 | 7,156 | 96.30 | ||||
| 2025-06-27 | NP | HAPY - 港湾企业文化领袖ETF | 74 | 45 | ||||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 11 | 10.00 | 9 | 80.00 | ||||
| 2025-08-14 | 13F | JPL 财富管理有限责任公司 | 301 | 249 | ||||||
| 2025-04-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 3,420 | 3.32 | 1,807 | -15.60 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 76,700 | 16.04 | 63,503 | 82.66 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 290 | 240 | ||||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 89,668 | 7.09 | 67,283 | 52.07 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 1,567 | 3.16 | 1,297 | 62.53 | ||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 2,231 | 10.66 | 1,847 | 74.25 | ||||
| 2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 2,954,598 | 10.42 | 2,446,229 | 73.83 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 355 | 294 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,656,378 | 4.35 | 1,371,381 | 64.26 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 3 | 200.00 | 2 | |||||
| 2025-08-13 | 13F | 景顺有限公司 | Call | 25,500 | 82.14 | 21,112 | 186.73 | |||
| 2025-08-04 | 13F | 七月的一天有限责任公司 | 322 | 267 | ||||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 105 | 150.00 | 79 | 254.55 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 390 | 323 | ||||||
| 2025-08-07 | 13F | 指导资本公司 | 634 | 39.34 | 471 | 64.91 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 658 | 1.23 | 545 | 59.53 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 305 | 253 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 18,139 | 9.49 | 15,018 | 72.36 | ||||
| 2025-07-15 | 13F | BNC 财富管理有限公司 | 10,889 | 0.32 | 9,015 | 57.94 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 1,663 | 1.90 | 1,377 | 60.37 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 209 | 2.96 | 173 | 63.21 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 5 | 4 | ||||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 31,920 | 10.35 | 26 | 73.33 | ||||
| 2025-07-24 | NP | PRAY - FIS 圣经责任风险管理 ETF | 500 | 375 | ||||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 3,752 | 9.39 | 3,106 | 72.17 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 1,639 | 27.75 | 1,357 | 101.19 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 413 | 3.77 | 342 | 63.16 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | Put | 1,500 | 99 | |||||
| 2025-08-12 | 13F | MAI资本管理 | 1,561 | 18.80 | 1,293 | 86.98 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 519 | 35.16 | 430 | 113.43 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 476 | 394 | ||||||
| 2025-06-27 | NP | QQQE - Direxion NASDAQ-100(R) 等加权指数股票 | 21,174 | 5.95 | 12,986 | -0.36 | ||||
| 2025-08-07 | 13F | 商业银行 | 5,171 | 4,281 | ||||||
| 2025-07-29 | 13F | 顶峰财富管理有限责任公司 | 5,030 | 9.68 | 4,165 | 72.64 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 453 | 21.12 | 375 | 91.33 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 2,430 | 0.16 | 1,823 | 42.20 | ||||
| 2025-08-29 | NP | JAEVX - 中型股票信托资产净值 | 16,403 | 6.62 | 13,581 | 67.84 | ||||
| 2025-07-28 | NP | MID - 美国世纪中盘成长影响ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,666 | 21.69 | 1,250 | 72.89 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 536 | 0.75 | 444 | 58.78 | ||||
| 2025-06-27 | NP | CTOGX - Calamos Timpani SMID 成长基金 R6 级 | 1,704 | 29.38 | 1,045 | 21.79 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 31,290 | 1.79 | 25,906 | 60.23 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 942 | 10.69 | 780 | 74.27 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 137,100 | 10.56 | 113,511 | 74.05 | |||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 3,312 | 0 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 330 | 273 | ||||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 8,900 | 7,369 | ||||||
| 2025-06-26 | NP | FBCG - 富达蓝筹成长ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,732 | 22.88 | 9,648 | 15.56 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 30,826 | 24.10 | 25,522 | 92.07 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 767 | 635 | ||||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 26,430 | 62.15 | 21,882 | 155.27 | ||||
| 2025-07-29 | NP | QQQM - 景顺纳斯达克 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 229,632 | 10.19 | 172,307 | 56.46 | ||||
| 2025-08-26 | NP | DSMDX - Driehaus 中小型成长基金 | 2,269 | 5.98 | 1,879 | 66.79 | ||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 1,397 | 1.90 | 1,157 | 60.33 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 987 | 13.84 | 817 | 79.56 | ||||
| 2025-06-26 | NP | ALMRX - 阿尔及尔中型成长机构基金 I 类 | 1,977 | 106.80 | 1,212 | 94.54 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 3,123 | 0.03 | 2,586 | 57.43 | ||||
| 2025-07-25 | 13F | 阿尔塔顾问有限公司 | 348 | 288 | ||||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 2,967 | 47.03 | 2,456 | 131.48 | ||||
| 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 | 104,089 | 8.64 | 78,104 | 54.26 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 8,436 | 24.94 | 6,985 | 96.68 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 112,346 | 9.98 | 93,016 | 73.13 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 312 | 37.44 | 258 | 116.81 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 1,303 | 4.57 | 1,079 | 64.58 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 351 | 291 | ||||||
| 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 | 7,644 | 31.86 | 4,020 | 16.69 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 249 | 206 | ||||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 6,287 | 6.16 | 3,856 | -0.18 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 33,665 | 21.89 | 27,872 | 91.88 | ||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 334 | 277 | ||||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 1,428 | 7.61 | 1,182 | 69.58 | ||||
| 2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 405 | 4.38 | 248 | -1.98 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 20,490 | 26.97 | 16,964 | 99.88 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 14,143 | 18.12 | 11,710 | 85.95 | ||||
| 2025-07-30 | 13F | 第一州际银行 | 305 | 253 | ||||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 11,600 | 20.83 | 10 | 80.00 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型成长股票投资组合 | 26,076 | 49.30 | 21,589 | 135.05 | ||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 10 | 6 | ||||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 239 | 3.02 | 198 | 61.48 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 184 | 87.76 | 152 | 198.04 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 907,152 | 15.45 | 751,068 | 81.74 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 307 | 254 | ||||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 818 | 19.07 | 502 | 11.83 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 1,570 | 9.03 | 963 | 2.45 | ||||
| 2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 641 | 531 | ||||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 853 | 3.77 | 706 | 63.43 | ||||
| 2025-08-14 | 13F | PDT 合作伙伴有限责任公司 | 4,700 | 3,891 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 24 | 20 | ||||||
| 2025-08-14 | 13F | 维斯塔私人财富合作伙伴。有限责任公司 | 360 | 298 | ||||||
| 2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11 | 37.50 | 7 | 20.00 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 19,514 | 13.10 | 11,968 | 6.35 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 177 | 132.89 | 133 | 230.00 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 12,622 | 45.01 | 10,450 | 128.32 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 45,561 | 2.63 | 34,187 | 45.73 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 1,146 | 17.66 | 703 | 10.55 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 22,488 | 2.67 | 18,619 | 61.63 | ||||
| 2025-05-28 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 530 | 8.16 | 279 | -4.47 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 14,501 | 3.19 | 12,006 | 62.43 | ||||
| 2025-06-27 | NP | PPA - 景顺航空航天与国防 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 | 276,544 | 11.53 | 169,604 | 4.88 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 441 | 19.19 | 365 | 88.14 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 294 | 243 | ||||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 101,972 | 1.23 | 62,539 | -4.80 | ||||
| 2025-07-25 | NP | OTCAX - MFS 中型成长基金 A | 488,833 | 20.64 | 366,801 | 71.30 | ||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 12,148 | 7,450 | ||||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 10,066 | 1.05 | 8,334 | 59.11 | ||||
| 2025-08-20 | NP | RUSC - 美国小型股主动型股票ETF | 37 | 31 | ||||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 3 | 200.00 | 2 | |||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 30,774 | 1.61 | 25,479 | 59.96 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10 | 25.00 | 6 | 20.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 433 | 3.59 | 358 | 63.47 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 1,631 | 1.18 | 1,350 | 59.39 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 558 | 24.55 | 462 | 96.17 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 938 | 4.57 | 777 | 64.76 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 8,225 | 17.50 | 6,766 | 83.81 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 651 | 21.00 | 488 | 71.83 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型成长投资组合 I 类 | 8,605 | 7,124 | ||||||
| 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 | 3,808 | 1.44 | 3,153 | 59.68 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 93 | 14.81 | 77 | 80.95 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 24,377 | 10.56 | 20,183 | 74.04 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 300 | 248 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 216 | 22.03 | 179 | 91.40 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 3,955 | 72.41 | 3,275 | 171.48 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 259,543 | 5.93 | 214,886 | 66.75 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 980 | 10.86 | 735 | 57.39 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 277 | 9.49 | 229 | 72.18 | ||||
| 2025-08-25 | NP | HIMCX - 哈特福德中型股 Hls 基金 Ia | 29,613 | 33.98 | 24,518 | 110.90 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 9,000 | 32.10 | 7,451 | 107.95 | ||||
| 2025-08-14 | 13F | 红树林合作伙伴 | 973 | 806 | ||||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 2,120 | 130.43 | 2 | |||||
| 2025-08-13 | 13F | 挪威银行 | 770,353 | 637,806 | ||||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | Put | 2,000 | 2 | |||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 10,144 | 0.55 | 8,399 | 58.27 | ||||
| 2025-08-13 | 13F | Wealthedge 投资顾问有限公司 | 1,204 | 180.65 | 997 | 342.67 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 6,291 | 0.93 | 5,209 | 58.88 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 692 | 25.59 | 573 | 97.92 | ||||
| 2025-08-14 | 13F | 索罗斯资本管理公司 | 13,150 | 1,482.43 | 10,887 | 2,391.30 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 6 | 4 | ||||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 339 | 281 | ||||||
| 2025-08-29 | NP | VNVAX - Vaughan Nelson 价值机会基金 A 类 | 6,685 | 115.65 | 5,535 | 239.51 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 5,606 | 28.73 | 4,207 | 82.79 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 19 | 5.56 | 16 | 60.00 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 194 | 64.41 | 137 | 138.60 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 1,903 | 4.85 | 1,167 | -1.35 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 351 | 291 | ||||||
| 2025-08-27 | NP | 北约 - 主题 跨大西洋防御 ETF | 1,378 | 86.22 | 1,141 | 193.06 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 426 | 353 | ||||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 239 | 3.46 | 198 | 62.81 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 420 | 3.19 | 0 | |||||
| 2025-06-26 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,156 | 1,936 | ||||||
| 2025-06-30 | NP | PRFZ - Invesco FTSE RAFI US 1500 中小型 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 | 7,312 | 0.63 | 4,484 | -5.36 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 14 | 366.67 | 0 | |||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 1,230 | 1,018 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 72 | 30.91 | 54 | 86.21 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 485 | 402 | ||||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 500 | 25.00 | 414 | 96.67 | |||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 143,660 | 14.37 | 118,942 | 80.04 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 1,247 | 3.06 | 1,032 | 62.26 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 97 | 3.19 | 73 | 46.94 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 833,599 | 438,636.32 | 16 | |||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 2,807 | 1,722 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | 368,661 | 67.83 | 305,229 | 164.19 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 355 | 294 | ||||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 839 | 46.68 | 515 | 37.80 | ||||
| 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 | 27,200 | 28.91 | 22,520 | 102.93 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 14,777 | 12,234 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 6,647 | 4.12 | 5,503 | 63.93 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | Short | -1,926 | -19.55 | -1,445 | 14.23 | |||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 253 | 209 | ||||||
| 2025-06-26 | NP | FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,100 | 44.28 | 23,980 | 35.68 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 27,200 | 3.03 | 23 | 69.23 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 1,102 | 7.93 | 827 | 53.25 | ||||
| 2025-06-27 | NP | CVGRX - Calamos 成长基金 A 类 | 5,929 | 6.46 | 3,636 | 0.14 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 1,727 | 2.19 | 1,430 | 60.92 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 3,474 | 6.17 | 2,876 | 67.21 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 254 | 210 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 7,436 | 3.34 | 6,157 | 62.68 | ||||
| 2025-07-17 | 13F | 最前线财富管理公司 | 325 | 269 | ||||||
| 2025-07-31 | 13F | 奥本海默公司 | 9,175 | 22.33 | 7,596 | 92.60 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 628 | 11.74 | 520 | 75.93 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 1,204 | 30.59 | 997 | 105.79 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 243 | 201 | ||||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 155 | 106.67 | 95 | 97.92 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 1,136 | 30.28 | 1 | |||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 2,898 | 2,399 | ||||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 21,254 | 1.56 | 17,597 | 59.89 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 3,643 | 1.14 | 2,734 | 43.62 | ||||
| 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 | 897,182 | 2.22 | 742,813 | 60.91 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 51,100 | 42,308 | |||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 2,400 | 298 | |||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 793 | 8.48 | 657 | 70.83 | ||||
| 2025-07-28 | NP | AGOX - 适应性增长机会 ETF | 764 | -76,500.00 | ||||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 262 | 217 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 613 | 0.66 | 508 | 58.44 | ||||
| 2025-08-22 | NP | FMDE - 富达增强型中盘 ETF | 35,763 | 2.87 | 29,610 | 61.94 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 1,536 | 10.19 | 1,272 | 73.40 | ||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 29 | 190.00 | 24 | 380.00 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 628 | 64.40 | 385 | 54.62 | ||||
| 2025-08-04 | 13F | 联合银行 | 16,337 | 5.89 | 14 | 62.50 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 8,362 | 76.90 | 6,275 | 151.26 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 68 | 56 | ||||||
| 2025-07-22 | 13F | 戴维森卡恩资本管理有限责任公司 | 859 | 3.00 | 711 | 62.33 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 38,441 | 1.82 | 28,845 | 44.57 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 6,710 | 989.29 | 5,555 | 1,619.81 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 572 | 474 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - JENNISON 投资组合 I 类 | 31,341 | 17.23 | 25,948 | 84.55 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,715 | 0.43 | 13,318 | -5.57 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 690 | 35.83 | 571 | 113.86 | ||||
| 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 | 1,611 | 5.85 | 1,334 | 66.63 | ||||
| 2025-06-27 | NP | ITYAX - 景顺科技基金A类 | 42,945 | 9.26 | 26,338 | 2.75 | ||||
| 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 | 23,600 | 0.03 | 14,474 | -5.94 | ||||
| 2025-07-29 | NP | SMIPX - 中等资本投资组合 - I 类 | 440 | 54.39 | 330 | 120.00 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 465 | 8.90 | 385 | 71.43 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 28,150 | 23,306 | ||||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 7 | 6 | ||||||
| 2025-07-29 | 13F | 私人信托公司 | 112 | 2.75 | 93 | 61.40 | ||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 20,400 | 2.52 | 16,890 | 61.39 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 50 | 11.11 | 31 | 3.45 | ||||
| 2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,383 | 5.67 | 28,447 | -0.63 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 542 | 2.26 | 449 | 57.75 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 721 | 64.24 | 442 | 54.55 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,607 | 64.48 | 2,212 | 54.69 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 40 | 5.26 | 21 | -4.55 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 15,020 | 3.58 | 12,436 | 63.06 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 647 | 536 | ||||||
| 2025-08-14 | 13F | 大和证券集团公司 | 16,889 | 5.54 | 14 | 62.50 | ||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 717 | 464 | ||||||
| 2025-07-29 | NP | DTGRX - 纽约梅隆银行科技成长基金 A 类 | 14,743 | 0.22 | 11,063 | 42.29 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德资本增值投资组合 A 级 | 16,463 | 13,630 | ||||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 95 | 79 | ||||||
| 2025-08-13 | 13F | 法国外贸银行 | 9,595 | 7,944 | ||||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 457 | 378 | ||||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 3 | 2 | ||||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 260 | 215 | ||||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 199,041 | 164,794 | ||||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 72 | 44.00 | 60 | 126.92 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 34,716 | 1.52 | 29 | 64.71 | ||||
| 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 | 102,119 | 14.17 | 84,548 | 79.72 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 145,627 | 8.01 | 120,570 | 70.03 | ||||
| 2025-07-24 | NP | FCYIX - 工业产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,100 | 46.92 | 14,332 | 108.63 | ||||
| 2025-07-07 | 13F | 惠特克-迈尔斯财富管理有限公司 | 1,837 | 76.46 | 1,521 | 177.88 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 4,990 | 12.84 | 3,254 | 145.40 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 17,982 | 69.56 | 14,888 | 166.95 | ||||
| 2025-06-27 | NP | TWHIX - 传统基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 92,983 | 64.22 | 57,026 | 54.43 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 7,326 | 0.40 | 4,493 | -5.57 | ||||
| 2025-08-12 | 13F | 左脑财富管理有限责任公司 | 13,797 | 1.04 | 11,423 | 59.07 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 279 | 67.07 | 231 | 164.37 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 2,278 | 333.90 | 1,886 | 583.33 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 30 | 23 | ||||||
| 2025-08-29 | 13F | 全面投资管理公司 | 101 | 84 | ||||||
| 2025-08-14 | 13F | 纳帕财富管理 | 629 | 10.93 | 521 | 74.50 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 4,465 | 0.68 | 3,697 | 58.49 | ||||
| 2025-08-13 | 13F | 西万特资本管理有限责任公司 | 13,216 | 9.91 | 10,942 | 73.02 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 1,626 | 13.95 | 1,346 | 79.47 | ||||
| 2025-04-29 | NP | TMFX - Motley Fool Next 指数 ETF | 1,213 | 9.08 | 641 | -10.85 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 86,303 | 1.76 | 71,454 | 60.19 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆纳斯达克 100 指数基金 (I) | 39,420 | 1.41 | 32,637 | 59.65 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 1,219 | 27.64 | 1,009 | 100.20 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 62,800 | 547.42 | 51,995 | 919.29 | |||
| 2025-08-14 | 13F | 瑞银集团 | Put | 2,400 | 33.33 | 1,987 | 110.04 | |||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 45,695 | 128.42 | 37,833 | 259.59 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 358,858 | 10.50 | 297,113 | 73.95 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 73,452 | 2.80 | 60,814 | 61.82 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 6,412 | 3.22 | 5,309 | 62.47 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 732,200 | 0.89 | 606,218 | 58.82 | ||||
| 2025-08-29 | NP | TMDIX - AMG TimesSquare 中型成长基金 Z 级 | 42,100 | 7.67 | 34,856 | 69.50 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 1,255 | 22.20 | 1,039 | 70.33 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 9,417 | 0.29 | 7,797 | 57.87 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通中型成长基金 (a) | 84,023 | 45.06 | 69,566 | 128.35 | ||||
| 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 | 37,581 | 3.28 | 31,115 | 62.59 | ||||
| 2025-06-30 | NP | QRMI - Global X 纳斯达克 100 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 105 | 11.70 | 64 | 4.92 | ||||
| 2025-08-13 | 13F | 温斯洛资本管理有限公司 | 375,580 | 43.21 | 310,958 | 125.44 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 33,469 | 48.69 | 27,710 | 134.06 | ||||
| 2025-08-08 | 13F | 时代广场资本管理有限公司 | 128,714 | 5.29 | 106,567 | 65.74 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 772 | 39.86 | 407 | 23.78 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 510 | 1.19 | 422 | 59.25 | ||||
| 2025-08-14 | 13F | TT资本管理有限公司 | 8,432 | 5,737 | ||||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 15,750 | 1.44 | 11,818 | 44.03 | ||||
| 2025-08-06 | 13F | 南州公司 | 427 | 1.18 | 354 | 59.73 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -43 | -2 | |||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 605 | 445 | ||||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 343 | 284 | ||||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 77,037 | 128,295.00 | 2,335 | 7,432.26 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 2,239 | 0.77 | 1,373 | -5.24 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人小型股成长基金 (A) | 9,643 | 0.70 | 7,984 | 58.52 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 1,295 | 26.46 | 794 | 19.04 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 438 | 363 | ||||||
| 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 | 55,175 | 108.04 | 41,401 | 195.40 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 15,579 | 1.98 | 12,898 | 60.54 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 10 | 900.00 | 8 | |||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 7 | 250.00 | 6 | 400.00 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 785 | 26.21 | 650 | 98.47 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 1,290 | 2.38 | 1,068 | 61.33 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 2,500 | 8.70 | 1,876 | 54.32 | ||||
| 2025-07-30 | 13F | 道德公司 | 4,865 | 90.78 | 3,982 | 188.55 | ||||
| 2025-07-22 | 13F | 中吴投资集团有限公司 | 430 | 356 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 18,345 | 804.59 | 15,189 | 1,324.77 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 494 | 19.32 | 409 | 88.48 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 100 | 83 | ||||||
| 2025-08-14 | 13F | 塞伊投资公司 | 165,075 | 15.88 | 136,674 | 82.41 | ||||
| 2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 243 | 201 | ||||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 2,077 | 4.63 | 1,720 | 64.66 | ||||
| 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 | 3,205 | 10.94 | 1,966 | 4.30 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 75,760 | 1.74 | 62,725 | 60.16 | ||||
| 2025-06-26 | NP | NWCAX - Nuveen Winslow 大盘成长基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,660 | 10,831 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 9,420 | 131.62 | 5,039 | 213.57 | ||||
| 2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 672 | 0.45 | 556 | 58.40 | ||||
| 2025-08-14 | 13F | 石点资本有限责任公司 | 74,474 | 33.13 | 61,660 | 109.58 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 16,218 | 2.42 | 13,428 | 61.23 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 400 | 9.59 | 331 | 72.77 | ||||
| 2025-08-08 | 13F | Bouchey金融集团有限公司 | 329 | 272 | ||||||
| 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 | 318 | 120.83 | 195 | 109.68 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 1,846 | 1,528 | ||||||
| 2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 267 | 164 | ||||||
| 2025-08-26 | NP | QLMGOX - ClearBridge 可变积极增长投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,200 | 1,821 | ||||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -651 | 76.90 | -539 | 178.76 | |||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 4,594 | 22.41 | 3,804 | 92.75 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 98,300 | 23.80 | 80,468 | 89.45 | |||
| 2025-08-12 | 13F | EFG 资产管理（美洲）公司 | 3,473 | 32.36 | 2,875 | 108.33 | ||||
| 2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 2,652 | 105.26 | 1,990 | 191.64 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 8,288 | 65.69 | 6,862 | 160.87 | ||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 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 | 658,470 | 17.80 | 545,174 | 85.44 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 79,985 | 5.15 | 66,223 | 65.52 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 23 | 19 | ||||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 47 | 6.82 | 35 | 52.17 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 230 | 6.98 | 141 | 0.71 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 2,359 | 2.39 | 1,953 | 61.27 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 4,000 | 17.65 | 3,312 | 85.18 | |||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德资本增值投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,478 | 2,052 | ||||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 347 | 287 | ||||||
| 2025-06-25 | NP | IWLG - IQ Winslow 大盘成长 ETF | 2,159 | 1,324 | ||||||
| 2025-08-13 | 13F | M&T银行公司 | 6,023 | 7.44 | 4,987 | 69.13 | ||||
| 2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 3,720 | 2,426 | ||||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 36 | 30 | ||||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 61 | 22.00 | 51 | 92.31 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 400 | 331 | ||||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 3,248 | 1.06 | 2,689 | 59.11 | ||||
| 2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 309,000 | 307 | ||||||
| 2025-08-26 | NP | RMDAX - AllianzGI 中型基金 A | 13,216 | 9.91 | 10,942 | 73.02 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 11 | 22.22 | 7 | 20.00 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 196 | 162 | ||||||
| 2025-08-07 | 13F | 弗里蒙特管理公司 | 20,700 | 31.01 | 17,138 | 106.23 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 1,839,512 | 0.92 | 1,523,006 | 58.87 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 54,408 | 2.01 | 45,047 | 60.58 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 4,966 | 24.49 | 4,112 | 95.95 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 13,121 | 5.98 | 10,864 | 66.84 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -137 | 44.68 | ||||||
| 2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 290 | 240 | ||||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 485,576 | 13.40 | 402,028 | 78.51 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 12,600 | 1.94 | 10,432 | 60.49 | ||||
| 2025-07-25 | 13F | 联邦金融服务有限责任公司 | 361 | 299 | ||||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 122,689 | 9.93 | 101,579 | 73.06 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 288 | 32.11 | 0 | |||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 4,899 | 1.39 | 3,005 | -4.67 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 297 | 236 | ||||||
| 2025-07-22 | 13F | 净值顾问小组 | 376 | 311 | ||||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -3,601 | -24.16 | -2,981 | 19.38 | |||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 680,983 | 22.84 | 563,813 | 93.37 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 12,662 | 20.53 | 10,365 | 84.46 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 86,503 | 26.95 | 72 | 102.86 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 453,204 | 1.43 | 375,226 | 59.66 | ||||
| 2025-08-29 | NP | QMOM - Alpha Architect 美国量化动量ETF | 9,018 | 7,466 | ||||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 8,412 | 7.27 | 6,964 | 68.87 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 1,903 | 13.88 | 1,428 | 61.61 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 2,739 | 2,268 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 4,674 | 0.26 | 2,867 | -5.72 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 1,256 | 1.87 | 770 | -4.23 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 19,376 | 8.31 | 11,883 | 1.86 | ||||
| 2025-06-26 | NP | FBCGX - 富达蓝筹成长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 | 56,680 | 30.79 | 34,762 | 23.00 | ||||
| 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 | 8,876 | 7.89 | 6,660 | 53.21 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 47 | 39 | ||||||
| 2025-07-28 | 13F | 传承财富管理公司/CA/ | 720 | 0.98 | 596 | 58.93 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 8,227 | 0.82 | 6,811 | 58.73 | ||||
| 2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 257 | 213 | ||||||
| 2025-08-12 | 13F | 万国数据财富管理 | 15,488 | 23.35 | 12,823 | 94.20 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 中型成长系列初始类别 | 11,650 | 22.16 | 9,646 | 92.32 | ||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 1,332 | 817 | ||||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 89,985 | 13.41 | 74,502 | 78.52 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 10,117 | 8,376 | ||||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 200 | 166 | |||||
| 2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 3,619 | 4.72 | 2,996 | 64.89 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 10,251 | 8,487 | ||||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 13,828 | 11,443 | ||||||
| 2025-08-14 | 13F | 科学技术合作伙伴有限合伙公司 | 16,150 | 1.62 | 13,371 | 59.98 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 259 | 214 | ||||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 21,888 | 12.40 | 18,122 | 76.95 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 1,500 | 1,242 | ||||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 63,012 | 223.20 | 51,680 | 417.51 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 472 | 391 | ||||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -2,004 | -36.26 | -1,659 | 0.36 | |||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 纳斯达克 100 指数投资组合副总裁 | 2,550 | 1.67 | 2,111 | 60.05 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 6,543 | 1.58 | 4,013 | -4.48 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 28,633 | 0.88 | 23,706 | 58.80 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 58,502 | 8.84 | 48,436 | 71.34 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 4,188 | 3,467 | ||||||
| 2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,377 | 3.26 | 10,657 | -2.90 | ||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 增长机会投资组合 VC 级 | 3,880 | 20.46 | 3,212 | 89.61 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 11 | 7 | ||||||
| 2025-08-12 | 13F | 标量仪表管理有限公司 | 8,500 | 7,037 | ||||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 5,938 | 11.74 | 4,916 | 75.89 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 3,132 | 30.88 | 2,428 | 88.07 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 27,102 | 20.76 | 22,439 | 90.10 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 10,925 | 21.82 | 9 | 125.00 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 1,070 | 3.08 | 886 | 62.57 | ||||
| 2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 28 | 23 | ||||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 422 | 20.57 | 349 | 89.67 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 4 | 33.33 | 3 | 200.00 | ||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 661 | 547 | ||||||
| 2025-09-11 | NP | CFAGX - 中型成长基金股票 | 4,450 | 3,362 | ||||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 20,694 | 0.33 | 17,133 | 57.94 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 556 | 427 | ||||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 371 | 307 | ||||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 1,094 | 9.62 | 906 | 72.90 | ||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 7 | 16.67 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 152,485 | 0.46 | 126,248 | 58.14 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 990 | 2.80 | 820 | 61.86 | ||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 3,180 | 17.78 | 3 | 100.00 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 19,740 | 2.16 | 16,344 | 60.82 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 2,501 | 478.94 | 2,071 | 811.89 | ||||
| 2025-06-26 | NP | APGAX - AB 大盘成长基金公司 A 类 | 282,328 | 2.35 | 173,152 | -3.75 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 3,123 | 7.06 | 2,586 | 68.51 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 9,600 | 1.05 | 7,948 | 59.09 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 51 | 96.15 | 42 | 223.08 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 1,081 | 4.75 | 895 | 65.13 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 18,473 | 0.07 | 15,295 | 57.52 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 899,872 | 6.20 | 745,043 | 67.18 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 6,488 | 2.98 | 5,372 | 62.12 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 1,272 | 4.69 | 1,053 | 64.79 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 858 | 9.44 | 710 | 72.33 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 6,540 | 13.07 | 5,415 | 77.98 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 15,495 | 158.81 | 12,829 | 307.50 | ||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 4,731 | 76.33 | 3,917 | 177.53 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 66 | 26.92 | 55 | 100.00 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 579 | 13.98 | 479 | 79.40 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 32 | 26 | ||||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 15,933 | 4.64 | 13,192 | 64.72 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 755 | 4.14 | 625 | 64.04 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 928 | 15.71 | 768 | 82.42 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 111 | 4.72 | 92 | 65.45 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 1,572 | 0.96 | 1,180 | 43.43 | ||||
| 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 | 16,957 | 2.03 | 14,039 | 60.61 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 1,013 | 621 | ||||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 0 | 0 | ||||||
| 2025-05-30 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 471 | 248 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 680 | 563 | ||||||
| 2025-08-28 | NP | SEMCX - Simt 中盘基金 F 级 | 230 | 35.29 | 190 | 88.12 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 878 | 727 | ||||||
| 2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 69,242 | 143.14 | 57,328 | 409,385.71 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 2,099,417 | 4.33 | 1,738,191 | 64.24 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 60,167 | 43.59 | 50 | 122.73 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 1,602 | 31.96 | 1,326 | 107.84 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 389 | 285.15 | 322 | 507.55 | ||||
| 2025-06-24 | NP | MLAAX - MainStay 大盘成长基金 A 类 | 257,800 | 158,109 | ||||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 61 | 103.33 | 37 | 94.74 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 614 | 5.14 | 508 | 65.47 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 21 | 17 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,684 | 54.92 | 1,394 | 143.96 | ||||
| 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 | 160,346 | 0.61 | 98,340 | -5.39 | ||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋精选中型股增长 VCT 投资组合 I 类 | 3,571 | 24.38 | 2,957 | 95.76 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 185 | 63.72 | 153 | 159.32 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 6,637 | 2.69 | 5,495 | 61.67 | ||||
| 2025-07-24 | NP | FAOFX - 富达顾问系列增长机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,300 | 22.86 | 3,227 | 74.47 | ||||
| 2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 28,091 | 10.96 | 21,078 | 57.56 | ||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 1,134 | 939 | ||||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 162 | 65.31 | 99 | 57.14 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 1,769 | 2.49 | 1,462 | 61.08 | ||||
| 2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 6,562 | 15.18 | 4,924 | 63.55 | ||||
| 2025-06-26 | NP | FFLG - 富达增长机会 ETF | 5,899 | 8.98 | 3,618 | 2.46 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 1,632,305 | 4.63 | 1,351,451 | 64.70 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6,912 | 144.59 | 5,723 | 285.06 | ||||
| 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 | 4 | 2 | ||||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 22,814 | 0.30 | 19 | 63.64 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 265 | 219 | ||||||
| 2025-08-18 | 13F | 阿什福德资本管理公司 | 37,406 | 0.69 | 30,970 | 58.50 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 1,150 | 1.68 | 952 | 60.27 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 39,969 | 4.56 | 24,513 | -1.68 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 709 | 57.56 | 587 | 148.73 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 1,145 | 0.88 | 1 | |||||
| 2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 3,344 | 0.84 | 2,768 | 58.72 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 433 | 358 | ||||||
| 2025-08-26 | NP | DVSMX - Driehaus 小盘成长基金投资者股票类别 | 25,486 | 1.32 | 21,101 | 59.50 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 1,416 | 1.22 | 1,172 | 59.46 | ||||
| 2025-08-14 | 13F | 堡垒金融集团有限公司 | 276 | 229 | ||||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 1,031 | 5.20 | 854 | 65.63 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 295,393 | 14.28 | 245 | 80.74 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级 | 19,693 | 3.56 | 16,305 | 63.02 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 211 | 0 | ||||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 1,368 | 0.15 | 1,132 | 57.66 | ||||
| 2025-07-31 | 13F | 卡博特财富管理公司 | 4,756 | 3,938 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 4 | 3 | ||||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 3,760 | 4.07 | 3,113 | 63.84 | ||||
| 2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 537 | 16.74 | 445 | 84.23 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 402 | 333 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 135 | 0.75 | 112 | 58.57 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 24 | 20.00 | 20 | 90.00 | ||||
| 2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,155 | 81.60 | 867 | 157.74 | ||||
| 2025-08-07 | 13F | PFG顾问 | 2,680 | 16.27 | 2,219 | 83.00 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 21 | 17 | ||||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 826 | 8.97 | 684 | 71.61 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Loup Frontier Tech ETF | 3,801 | 1.33 | 2,331 | -4.70 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 2,010 | 5.90 | 1,664 | 66.73 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 37,839 | 4.42 | 31 | 63.16 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 32,964 | 3.14 | 20,217 | -3.01 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 19,778 | 13.08 | 12,130 | 6.34 | ||||
| 2025-08-08 | 13F | BIT 资本有限公司 | 2,013 | 9.64 | 1,667 | 72.64 | ||||
| 2025-07-24 | NP | FDEGX - 富达增长策略基金 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 | 222,470 | 0.04 | 166,933 | 42.06 | ||||
| 2025-08-13 | 13F | 扩张资本管理有限公司 | 4,607 | 3,814 | ||||||
| 2025-08-12 | 13F | 保德信金融公司 | 41,768 | 11.08 | 34,581 | 74.86 | ||||
| 2025-07-31 | 13F | Fedenia 顾问有限公司 | 1,534 | 1,270 | ||||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -18 | -43.75 | -15 | -12.50 | |||
| 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 | 9,804 | 17.55 | 7,357 | 66.92 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 383 | 317 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe Price 结构性中型成长基金标准级 | 31,004 | 0.01 | 25,669 | 57.44 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 6,786 | 3.21 | 4,162 | -2.96 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 23,877 | 15.19 | 20 | 90.00 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Discovery 中型成长基金 R6 级 | 234,019 | 3.53 | 143,524 | -2.64 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 35,587 | 13.06 | 29,464 | 77.97 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 15 | 12 | ||||||
| 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 | 218 | 19.78 | 134 | 12.71 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 25 | 2,400.00 | 21 | 42.86 | ||||
| 2025-08-12 | 13F | 17 资本合伙公司 | 1,739 | 7.48 | 1,440 | 69.29 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Ivy 中型成长投资组合 IB 级 | 21,068 | 20.53 | 17,443 | 89.74 | ||||
| 2025-08-14 | 13F | JP Marvel 投资顾问有限公司 | 10,975 | 0.61 | 9,087 | 58.38 | ||||
| 2025-07-18 | 13F | 维克斯资本 | 382 | 316 | ||||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 325 | 269 | ||||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 111,244 | 5.51 | 83,473 | 49.82 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 20 | 11.11 | 17 | 77.78 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 14 | 9 | ||||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 827 | 6.44 | 1 | |||||
| 2025-06-30 | NP | AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级 | 54,813 | 33,617 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 29,453 | 34.88 | 24,210 | 110.80 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 258 | 214 | ||||||
| 2025-06-26 | NP | NWLG - Nuveen Winslow 大盘成长 ESG ETF | 192 | 118 | ||||||
| 2025-07-23 | NP | DBOAX - 纽约梅隆银行平衡机会基金 A 类 | 1,326 | 1.61 | 995 | 44.27 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 845 | 89.89 | 700 | 198.72 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 823 | 37.40 | 681 | 116.19 | ||||
| 2025-08-11 | 13F | 奥尼尔全球顾问公司 | 2,145 | 2 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 358 | 0.56 | 296 | 58.29 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 437 | 2.34 | 328 | 45.33 | ||||
| 2025-07-25 | NP | FNDA - 嘉信基本面美国小公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,315 | 987 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 1,840 | 5.75 | 1,128 | -0.53 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 6,705 | 5,551 | ||||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 1 | 1 | ||||||
| 2025-06-20 | NP | JMID - Janus Henderson 中型股成长阿尔法 ETF | 384 | 624.53 | 236 | 591.18 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -4,019 | -22.01 | -3,016 | 10.72 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 81,669 | 14.00 | 67,617 | 79.46 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 11,044 | 3.19 | 9,144 | 62.43 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 3,626 | 8.05 | 3,002 | 70.08 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 8,937,260 | 3.54 | 7,399,515 | 62.98 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 17 | 14 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 2,000 | 233.33 | 1,656 | 425.40 | |||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 819 | 10.98 | 678 | 74.74 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 6,097 | 16.24 | 5 | 150.00 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 140 | 52.17 | 116 | 139.58 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 5,037 | 4.07 | 3,780 | 47.79 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 3,877 | 17.27 | 3,210 | 84.70 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 12,762 | 2.01 | 7,827 | -4.08 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 1,413 | -283.75 | 1,170 | -389.36 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 109,384 | 15.54 | 90,563 | 81.89 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 2,534 | -145.19 | 2,098 | -171.11 | ||||
| 2025-07-30 | 13F | FNY 投资顾问有限责任公司 | 650 | 1 | ||||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 58,506 | 4.60 | 48,439 | 64.66 | ||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 8,455 | 8.27 | 7,000 | 70.44 | ||||
| 2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 159,961 | 1.75 | 132,438 | 60.17 | ||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 341 | 282 | ||||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 307,630 | 10.87 | 254,699 | 74.53 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 21 | 23.53 | 17 | 112.50 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 2,822 | 5.85 | 2,336 | 66.62 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 1,116 | 20.52 | 924 | 67.82 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪资本增值基金标准类 | 8,894 | 29.14 | 7,364 | 103.29 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 3,686 | 18.07 | 1,939 | 4.47 | ||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 252 | 209 | ||||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 1,287 | 2.63 | 1,066 | 61.61 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 408,378 | 25.87 | 338,112 | 98.14 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 2,710 | 2.26 | 2,244 | 61.02 | ||||
| 2025-08-06 | 13F | 盈丰资产管理（北美）公司 | 12,701 | 17.79 | 10,511 | 85.33 | ||||
| 2025-07-17 | 13F | 西方金融公司/CA | 892 | 739 | ||||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 918 | 12.36 | 760 | 77.16 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | Put | 102,500 | 84,864 | |||||
| 2025-03-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 18,705 | 19.65 | 12,199 | 84.27 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 6 | 5 | ||||||
| 2025-08-07 | 13F | 全景投资顾问有限公司 | 251 | 208 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 基金可变年金 | 461 | 1.77 | 382 | 60.08 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 9,727 | 67.33 | 8,053 | 163.43 | ||||
| 2025-08-28 | NP | QNXT - iShares 纳斯达克 100 指数前 30 ETF | 287 | 2.14 | 238 | 61.22 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 20,300 | 35.33 | 16,807 | 113.04 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | 149 | 123 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 2,907 | 2.40 | 2,407 | 61.15 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 200 | 166 | |||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 641 | 27.44 | 531 | 100.76 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -7 | -93.00 | -6 | -90.38 | |||
| 2025-08-15 | NP | PSET - 主要价格制定者指数 ETF | 946 | 783 | ||||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 274 | 0 | ||||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 1 | 1 | ||||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 14,729 | 23.16 | 12,195 | 93.89 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 716,069 | 28.86 | 592,862 | 102.85 | ||||
| 2025-05-23 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 916 | 632.80 | 482 | 2,431.58 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 15,500 | 40.91 | 12,833 | 121.83 | |||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 151 | 125 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | 662,878 | 7.74 | 548,823 | 69.61 |
