机构和基金投资人持股 - 买家
在花旗集团中开设新头寸的主要持有者包括 城堡胡克合伙公司, IWF - iShares Russell 1000 Growth ETF, 公共投资基金, Junto资本管理有限责任公司, 尼什卡玛资本有限责任公司, 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级, CSM 顾问有限责任公司, Glenmede投资管理有限公司, ADAPT 投资管理公司, ADAPT 投资管理公司, IWY - iShares Russell 200 强增长 ETF, 阿万达投资管理私人有限公司有限公司, 石灰石投资顾问有限公司, 石灰石投资顾问有限公司, 瑞穗证券美国有限公司, ASLV - Allspring 特别大价值 ETF, Elevation Series Trust - Opal股息收入ETF, SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级, 布里杰管理有限公司, 和 BTG Pactual 资产管理美国有限责任公司 .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 136,803 | 29.60 | 11,648 | 56.78 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 22,140 | 16.83 | 2,125 | 59.65 | ||||
2025-08-14 | 13F | 切斯卡普经理有限责任公司 | 321,076 | 94.50 | 27,330 | 133.22 | ||||
2025-08-12 | 13F | 石板石财富有限责任公司 | 18,332 | 114.86 | 2 | |||||
2025-07-21 | 13F | 库存银行和信托公司 | 6,618 | 5.55 | 563 | 26.52 | ||||
2025-08-11 | 13F | 电池全球顾问有限责任公司 | 468 | 0.43 | 40 | 18.18 | ||||
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 | 129,684 | 8.55 | 8,868 | -8.85 | ||||
2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 1,154 | 1.94 | 104 | 28.75 | ||||
2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 1,046,698 | 15.78 | 78,837 | 9.07 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 155,035 | 26.33 | 13,197 | 51.49 | ||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 429,700 | 0.54 | 36,576 | 20.55 | ||||
2025-08-25 | NP | DVLU - First Trust Dorsey Wright 动量和价值 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 | 12,778 | 1,088 | ||||||
2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 1,410 | 4.44 | 120 | 26.32 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 175,128 | 24.29 | 11,975 | 4.38 | ||||
2025-07-11 | 13F | Ttp 投资公司 | 6,636 | 2.22 | 565 | 22.61 | ||||
2025-08-11 | 13F | Pin Oak 投资顾问公司 | 0 | 0 | ||||||
2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 44,225 | 13.88 | 3,331 | 7.31 | ||||
2025-08-01 | 13F | GoalVest咨询有限责任公司 | 250 | 8,233.33 | 21 | |||||
2025-08-12 | 13F | 寻路金融有限责任公司 | 4,015 | 8.63 | 0 | |||||
2025-06-26 | NP | KCVIX - Knights of Columbus 大盘价值基金 I 股 | 75,684 | 72.26 | 5,175 | 44.67 | ||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 46,117 | 8.44 | 3,153 | -8.95 | ||||
2025-08-12 | 13F | 联合银行 | 4,786 | 18.73 | 407 | 42.31 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 216,798 | 2.95 | 18,454 | 23.45 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理(欧洲)有限公司 | 2,730 | 98.26 | 298 | 13.31 | ||||
2025-07-17 | 13F | 城市控股公司 | 642 | 6.29 | 55 | 28.57 | ||||
2025-08-14 | 13F | Ariadne财富管理有限公司 | 4,686 | 17.27 | 446 | 55.40 | ||||
2025-07-18 | 13F | 埃瓦有限责任公司 | 2,497 | 213 | ||||||
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 | 11,361 | 0.45 | 967 | 20.57 | ||||
2025-08-06 | 13F | 马可投资管理有限公司 | 9,655 | 0.79 | 822 | 20.74 | ||||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 11,952 | 14.48 | 1,017 | 37.25 | ||||
2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 401 | 22.26 | 34 | 47.83 | ||||
2025-07-10 | 13F | 三角证券财富管理 | 12,430 | 1.39 | 1,058 | 21.61 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 13,097 | 0.85 | 1,206 | 36.00 | ||||
2025-07-11 | 13F | 维京基金管理有限公司 | 145,000 | 7.41 | 12,342 | 28.79 | ||||
2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 3,382 | 1.29 | 288 | 21.10 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 3,704 | 201.38 | 315 | 262.07 | ||||
2025-07-17 | 13F | 肯塔基独立银行 | 14,639 | 2.96 | 1,246 | 23.49 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 287 | 20 | ||||||
2025-08-14 | 13F | 大谷顾问集团有限公司 | 42,159 | 1.56 | 3,589 | 21.79 | ||||
2025-08-21 | NP | TSAMX - Thornburg Summit 基金 - A 类 | 18,874 | 8.73 | 1,607 | 30.36 | ||||
2025-07-31 | 13F | 布思投资集团有限公司 | 104,784 | 0.18 | 8,919 | 20.12 | ||||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 20,246 | 68.74 | 1,723 | 102.47 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 15,246 | 9.98 | 1,298 | 31.81 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 711 | 15.99 | 61 | 39.53 | ||||
2025-05-27 | NP | FELV - 富达增强型大盘价值 ETF | 176,686 | 17.05 | 12,543 | 18.04 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 12,022 | 1.53 | 1,023 | 21.79 | ||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 22,698 | 0.15 | 1,710 | -5.68 | ||||
2025-07-30 | NP | KRMA - Global X Conscious Companies 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 | 45,566 | 13.13 | 3,432 | 6.58 | ||||
2025-08-13 | 13F | 第一生命保险株式会社 | 215,702 | 51.99 | 18,361 | 82.23 | ||||
2025-08-05 | 13F | 再顾问公司 | 1,012,685 | 0.33 | 86,200 | 20.30 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 14,334,221 | 10.45 | 1,220,129 | 32.43 | ||||
2025-08-28 | NP | DIVP - 卡伦增强型股票收益 ETF | 10,302 | 39.22 | 877 | 66.86 | ||||
2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 178 | 12 | ||||||
2025-08-07 | 13F | 米德资产管理公司 | 1,219 | 16.65 | 104 | 39.19 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 257,300 | 1.18 | 21,896 | 21.34 | |||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 1,036,900 | 37.85 | 88,240 | 65.32 | |||
2025-08-13 | 13F | 图标顾问公司/公司 | 110 | 9 | ||||||
2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 8,774 | 6.95 | 747 | 28.18 | ||||
2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 83,365 | 63.80 | 6,279 | 122.34 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 163,786 | 2.25 | 13,941 | 22.60 | ||||
2025-08-11 | 13F | Greykasell 财富策略公司 | 5,737 | 0.03 | 488 | 19.90 | ||||
2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 31,688 | 3.18 | 2,697 | 23.72 | ||||
2025-08-08 | 13F | 木星资产管理有限公司 | 339,642 | 13.98 | 28,910 | 36.66 | ||||
2025-06-25 | NP | EGOAX - 富国银行大盘核心基金 A 类 | 100,033 | 0.82 | 6,840 | -15.34 | ||||
2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 610,691 | 21.87 | 41,759 | 2.34 | ||||
2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 73,871 | 32.33 | 5 | 66.67 | ||||
2025-06-26 | NP | FLPSX - 富达低价股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,717,023 | 8.83 | 117,410 | -8.61 | ||||
2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 4,774 | 11.41 | 406 | 33.55 | ||||
2025-08-14 | 13F | Junto资本管理有限责任公司 | 703,410 | 59,874 | ||||||
2025-08-14 | 13F | 认证咨询公司 | 6,334 | 0.14 | 539 | 20.04 | ||||
2025-08-14 | 13F | 两个西格玛证券有限公司 | 6,718 | 572 | ||||||
2025-08-14 | 13F | 原子金融集团有限公司 | 30,520 | 0.26 | 2,598 | 20.23 | ||||
2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 1,126 | 16.56 | 85 | 9.09 | ||||
2025-07-15 | 13F | 杰普森财富管理有限公司 | 7,599 | 21.84 | 647 | 46.15 | ||||
2025-06-27 | NP | PWV - 景顺动态大盘价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 193,723 | 13,247 | ||||||
2025-07-15 | 13F | 真正的独立有限责任公司 | 62,295 | 5,303 | ||||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 225,675 | 159.33 | 19,209 | 210.98 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 5,614 | 0.90 | 478 | 20.76 | ||||
2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 3,518 | 49.07 | 299 | 79.04 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 1,252,758 | 5.42 | 106,635 | 26.41 | ||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 31,326 | 176.24 | 2,666 | |||||
2025-07-29 | 13F | TrueMark 投资有限责任公司 | 94,775 | 21.03 | 8,067 | 45.14 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 994,082 | 0.21 | 84,616 | 20.16 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 225 | 0.90 | 19 | 26.67 | ||||
2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 149 | 4.20 | 13 | 20.00 | ||||
2025-03-27 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 15,403 | 1,254 | ||||||
2025-07-16 | 13F | 猎鹰财富规划 | 2,703 | 230 | ||||||
2025-07-07 | 13F | 西联银行 | 5,000 | 18.54 | 426 | 42.14 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 32,858 | 7.69 | 2,797 | 29.09 | ||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 1,090,969 | 24.30 | 92,863 | 49.05 | ||||
2025-08-19 | 13F | Marex 集团 | 5,866 | 499 | ||||||
2025-08-27 | NP | SEASONS 系列信托 - 南澳哥伦比亚重点价值投资组合 2 级 | 116,728 | 6.28 | 9,936 | 27.44 | ||||
2025-08-19 | 13F | Marex 集团 | Call | 5,000 | 426 | |||||
2025-08-12 | 13F | 伊利诺伊大学基金会 | 593 | 50 | ||||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 32,570 | 15,409.52 | 1,476 | 19.72 | ||||
2025-07-15 | 13F | Bfsg 有限公司 | 54 | 50.00 | 5 | 100.00 | ||||
2025-08-08 | 13F | 赫德克财富有限责任公司 | 89,920 | 1.30 | 7,654 | 21.47 | ||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 28,706 | 2.13 | 2,690 | 39.98 | ||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 981,000 | 11.73 | 83,503 | 33.97 | |||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-12 | 13F | 英国保诚集团 | 248,568 | 25.05 | 21,158 | 49.94 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 809,800 | 32.28 | 68,930 | 58.61 | |||
2025-04-25 | NP | 景顺交易所交易基金信托 II - 景顺 ESG S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,818 | 9.39 | 145 | 23.93 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 22,146 | 6.17 | 1,885 | 27.36 | ||||
2025-08-29 | 13F | Evolution Wealth Management公司 | 217 | 18 | ||||||
2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 37,372 | 0.61 | 3,181 | 20.63 | ||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 128,689 | 7.64 | 10,479 | 35.11 | ||||
2025-07-24 | 13F | Shikiar资产管理公司 | 99,453 | 21.70 | 8 | 60.00 | ||||
2025-08-13 | 13F | 殖民地信托顾问公司 | 97 | 16.87 | 8 | 60.00 | ||||
2025-08-11 | 13F | 艾迪生资本公司 | 3,846 | 2.15 | 327 | 22.47 | ||||
2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 4,962 | 15.40 | 422 | 38.36 | ||||
2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 935 | 3,016.67 | 80 | 3,850.00 | ||||
2025-07-31 | 13F | 沃恩大卫投资公司/il | 471,007 | 5.15 | 40 | 29.03 | ||||
2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 7,947 | 33.38 | 676 | 60.19 | ||||
2025-07-24 | 13F | 祖洛投资集团有限公司 | 5,498 | 3.56 | 468 | 24.47 | ||||
2025-04-23 | 13F | 萨巴尔信托公司 | 23,254 | 91.08 | 1,651 | 92.76 | ||||
2025-08-28 | NP | Lord Abbett SERIES FUND INC - 债券-债券投资组合 VC 级 | 7,003 | 596 | ||||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 1,278 | 77.99 | 109 | 116.00 | ||||
2025-08-14 | 13F | 第一资产管理有限公司 | 240,317 | 20,296 | ||||||
2025-08-14 | 13F | Point72香港有限公司 | 39,492 | 3,362 | ||||||
2025-05-29 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 5,459 | 107.57 | 388 | 219.83 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | Call | 100,000 | 8,512 | |||||
2025-08-13 | 13F | 裸金融服务公司 | 139 | 561.90 | 12 | 1,000.00 | ||||
2025-08-13 | 13F | CMT 资本市场交易有限公司 | 152,500 | 13 | ||||||
2025-07-31 | 13F | 基点资本管理公司,ULC | 18,157 | 7.39 | 1,546 | 28.75 | ||||
2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 104,266 | 4.58 | 7,853 | -1.48 | ||||
2025-07-22 | 13F | AMF Pensionsforsakring AB | 855,305 | 44.03 | 72,835 | 72.75 | ||||
2025-08-06 | 13F | Kcm 投资顾问有限公司 | 7,995 | 6.05 | 681 | 27.10 | ||||
2025-07-29 | 13F | 贸易风资本管理有限公司 | 96 | 1.05 | 8 | 33.33 | ||||
2025-07-28 | 13F | 晨星投资管理有限责任公司 | 6,608 | 1 | ||||||
2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 3,322 | 3.26 | 283 | 23.68 | ||||
2025-08-08 | 13F | 国民年金服务 | 3,900,825 | 1.62 | 332,038 | 21.85 | ||||
2025-07-21 | 13F | Ameriflex 集团公司 | 374 | 6.25 | 32 | 24.00 | ||||
2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 9,683,903 | 0.09 | 662,185 | -15.95 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 18,263 | 1.80 | 1,555 | 22.07 | ||||
2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 301,321 | 3.60 | 25,648 | 24.23 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 7,346 | 1,378.07 | 553 | 1,317.95 | ||||
2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 25,081 | 8.44 | 1,889 | 2.16 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 2,312 | 18.08 | 197 | 42.03 | ||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 10,361 | 1,195.12 | 708 | 989.23 | ||||
2025-08-29 | NP | JHCMX - 约翰汉考克基本股票收益基金 R6 类 | 2,120 | 180 | ||||||
2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 3,117 | 3.62 | 265 | 24.41 | ||||
2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 7,943 | 3.76 | 676 | 24.49 | ||||
2025-08-06 | 13F | 友邦保险集团有限公司 | 156,684 | 13.92 | 13,337 | 36.58 | ||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | 312 | 27 | ||||||
2025-07-30 | 13F | 战略蓝图有限责任公司 | 45,873 | 5.45 | 3,905 | 26.42 | ||||
2025-06-26 | NP | TASHX - Transamerica 多元资产收入(原 Transamerica 战略高收入)A | 85,000 | 78.95 | 5,812 | 50.30 | ||||
2025-07-11 | 13F | 兰兹金融有限责任公司 | 3,114 | 7.68 | 265 | 29.27 | ||||
2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 3,889 | 6.20 | 331 | 27.80 | ||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 3,211 | 2.29 | 273 | 22.97 | ||||
2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 90,088 | 5.37 | 7,668 | 26.35 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 42 | 4 | ||||||
2025-06-27 | NP | Angel Oak 财务策略收入定期信托 | 14,000 | 100.00 | 957 | 67.89 | ||||
2025-08-15 | 13F | 资产配置策略有限责任公司 | 3,785 | 1.61 | 322 | 21.97 | ||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 57,000 | 4,850 | |||||
2025-08-14 | 13F | Rokos 资本管理有限公司 | Call | 57,000 | 4,850 | |||||
2025-08-27 | NP | GSIB - 主题全球系统重要性银行 ETF | 5,492 | 68.88 | 467 | 103.04 | ||||
2025-08-13 | 13F | 新斯科舍银行 | Put | 8,250 | 702 | |||||
2025-07-11 | 13F | 贝尔银行 | 2,671 | 227 | ||||||
2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 98,665 | 1.57 | 8 | 33.33 | ||||
2025-08-08 | 13F | 美好生活顾问有限责任公司 | 8,292 | 6.54 | 706 | 27.72 | ||||
2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 8,071 | 687 | ||||||
2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 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 | 208 | 14 | ||||||
2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 16,808 | 5.58 | 1,266 | -0.55 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 961 | 82 | ||||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 9,746 | 0.75 | 830 | 20.85 | ||||
2025-08-14 | 13F | 采石场LP | 1,894 | 757.01 | 161 | 973.33 | ||||
2025-08-08 | 13F | 基石顾问有限责任公司 | 213,000 | 32.55 | 18,131 | 58.92 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 346,584 | 4.83 | 29,501 | 25.70 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 29,992 | 15.79 | 2,051 | -2.80 | ||||
2025-07-15 | 13F | 财富效应有限公司 | 16,459 | 21.02 | 1,401 | 45.08 | ||||
2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 2,013 | 32.09 | 171 | 58.33 | ||||
2025-07-28 | 13F | 速递资本有限公司 | 59,859 | 1.09 | 5,095 | 21.22 | ||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 25,844 | 2,200 | ||||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 22,386 | 3.78 | 1,905 | 24.43 | ||||
2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 36,843 | 7.82 | 3,136 | 29.32 | ||||
2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 10,829 | 922 | ||||||
2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 134,550 | 1.20 | 11 | 22.22 | ||||
2025-08-14 | 13F | 间隔合伙人有限合伙人 | Put | 80,700 | 6,869 | |||||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 49,377 | 8.09 | 4,203 | 29.57 | ||||
2025-08-14 | 13F | 间隔合伙人有限合伙人 | Call | 139,900 | 11,908 | |||||
2025-07-18 | 13F | 丘吉尔管理公司 | 13,392 | 1,140 | ||||||
2025-08-05 | 13F | TSFG有限公司 | 1,718 | 0.17 | 0 | |||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 1,196,996 | 5,365.74 | 101,888 | 6,456.50 | ||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 1,250,709 | 106,460 | ||||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 696,556 | 418.35 | 59,291 | 521.55 | ||||
2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 7,670 | 30.91 | 653 | 57.11 | ||||
2025-08-08 | 13F | 联合储蓄银行 | 1,928 | 30.71 | 181 | 73.08 | ||||
2025-07-22 | 13F | 汇合财富服务公司 | 4,796 | 0.80 | 408 | 29.52 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 94,345 | 115.60 | 8,031 | 158.53 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 5,705 | 7.50 | 486 | 28.99 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Put | 1,700 | 41.67 | 145 | 69.41 | |||
2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 108,972 | 23.06 | 8,208 | 67.05 | ||||
2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 78,019 | 12.43 | 6,641 | 34.79 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | Call | 17,200 | 273.91 | 1,464 | 349.08 | |||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 23,238 | 2.12 | 1,978 | 22.48 | ||||
2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 60,773 | 2.96 | 4,156 | -13.55 | ||||
2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | 6,963 | 83.24 | 476 | 54.05 | ||||
2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 440 | 24.29 | 37 | 48.00 | ||||
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 | 673,427 | 21.05 | 57,322 | 45.14 | ||||
2025-08-12 | 13F | 国家信托银行 | 27 | 2 | ||||||
2025-08-14 | 13F | 字幕管理有限责任公司 | 55,000 | 4,682 | ||||||
2025-07-28 | 13F | 布林莫尔信托公司 | 49,337 | 12.45 | 4,200 | 34.84 | ||||
2025-07-24 | 13F | 拉米雷斯资产管理公司 | 22,835 | 177.29 | 1,944 | 232.71 | ||||
2025-08-11 | 13F | 信托银行 | 17,926 | 11.37 | 1,526 | 33.54 | ||||
2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 11,381 | 11.85 | 778 | -6.04 | ||||
2025-08-14 | 13F | 花岗岩 FO 有限责任公司 | 500 | 43 | ||||||
2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 608,418 | 15.15 | 51,789 | 38.07 | ||||
2025-07-23 | 13F | 马萨诸塞州财富管理 | 50,197 | 0.54 | 4,273 | 20.54 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 842,447 | 0.03 | 71,709 | 19.94 | ||||
2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 144,623 | 2.49 | 12,310 | 22.89 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 1,795,355 | 15.18 | 152,821 | 38.10 | ||||
2025-08-12 | 13F | Bravias 资本集团有限责任公司 | 3,000 | 255 | ||||||
2025-07-30 | 13F | 库克森皮尔斯公司 | 220,313 | 2.96 | 18,753 | 23.46 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 79,384 | 25.07 | 6,757 | 49.99 | ||||
2025-08-12 | 13F | 创始者有限公司 | 26,816 | 66.94 | 2,283 | 100.18 | ||||
2025-07-17 | 13F | 蓝球顾问有限责任公司 | 4,126 | 0.02 | 351 | 20.21 | ||||
2025-06-05 | NP | GQLVX - 量化美国大盘价值股票投资组合 | 662 | 100.61 | 45 | 73.08 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 23,706 | 0.55 | 2,034 | 39.92 | ||||
2025-07-16 | 13F | FCG投资公司 | 6,171 | 525 | ||||||
2025-07-31 | 13F | 帕西蒂集团公司 | 29,413 | 5.78 | 2,504 | 26.86 | ||||
2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 13,981 | 9.39 | 1,190 | 31.20 | ||||
2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 2,352 | 200 | ||||||
2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 9,986 | 0.02 | 850 | 20.06 | ||||
2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 246,151 | 2.08 | 20,952 | 22.40 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 128,925 | 2.14 | 8,816 | -14.23 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 165,591 | 2.73 | 14,095 | 23.19 | ||||
2025-08-15 | 13F | CTC有限公司 | Call | 710,700 | 8.26 | 60,495 | 29.80 | |||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 65,303 | 4.89 | 6,119 | 38.45 | ||||
2025-08-14 | 13F | 莱克伍德资本管理有限公司 | 997,839 | 12.39 | 84,936 | 34.76 | ||||
2025-08-28 | NP | LBNDX - 雅培勋爵债券债券基金公司 A 类 | 131,569 | 11,199 | ||||||
2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 132,080 | 181.37 | 11,243 | 237.39 | ||||
2025-08-11 | 13F | Birchbrook公司 | 18,103 | 0.19 | 1,541 | 20.12 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 65,491 | 16.24 | 5,575 | 39.38 | ||||
2025-08-19 | 13F/A | 皮特凯恩郡 | 77,906 | 31.29 | 6,631 | 57.43 | ||||
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 | 347,612 | 2.00 | 29,589 | 22.30 | ||||
2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 5,405 | 48.78 | 460 | 78.99 | ||||
2025-08-14 | 13F | 夏威夷银行 | 22,695 | 171.54 | 1,932 | 225.63 | ||||
2025-08-04 | 13F | 精明顾问公司 | 12,431 | 33.71 | 1,058 | 60.55 | ||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 140,925 | 2,669.21 | 12 | |||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 342,913 | 29,189 | ||||||
2025-06-18 | NP | PEYAX - PUTNAM 股票收益基金 A 类股票 | 15,372,377 | 2.29 | 1,051,163 | -14.10 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 26,094 | 15.85 | 2,221 | 38.99 | ||||
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 | 230,052 | 6.69 | 17,328 | 0.51 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 2,602 | 21.19 | 221 | 45.39 | ||||
2025-05-06 | 13F | 嘉德财富管理有限公司 | 0 | 0 | ||||||
2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 4,910 | 418 | ||||||
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 | 868 | 6.37 | 59 | -10.61 | ||||
2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 29,184 | 0.99 | 2,484 | 21.11 | ||||
2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 3,556 | 10.23 | 303 | 31.88 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 1,236,166 | 4.96 | 84,529 | -11.86 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 14,117 | 48.23 | 965 | 24.52 | ||||
2025-08-14 | 13F | 洛德雅培有限公司 | 215,000 | 18 | ||||||
2025-03-31 | NP | FLCSX - 富达大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93,900 | 280.16 | 7,646 | 382.70 | ||||
2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 1,640 | 3,180.00 | 140 | 4,533.33 | ||||
2025-06-26 | NP | FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 828,890 | 8.54 | 56,679 | -8.85 | ||||
2025-07-24 | 13F | 奥罗拉私人财富公司 | 5,840 | 12.42 | 0 | |||||
2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 10,416 | 4.62 | 907 | 28.47 | ||||
2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | 50,784 | 8.62 | 4 | 33.33 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | 1,621 | 138 | ||||||
2025-08-13 | 13F | 桑伯格投资管理公司 | 8,066,349 | 2.23 | 686,608 | -87.74 | ||||
2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,870 | 5.37 | 925 | 26.37 | ||||
2025-07-15 | 13F | 传统解决方案有限责任公司 | 4,158 | 11.06 | 354 | 33.21 | ||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 28,686 | 7.43 | 2,161 | 1.22 | ||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 16,206 | 1,379 | ||||||
2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 47,952 | 1.03 | 4,082 | 21.13 | ||||
2025-03-28 | NP | GAOAX - 摩根大通全球配置基金A级 | 29,229 | 113.91 | 2,380 | 171.69 | ||||
2025-08-13 | 13F | Nbw资本有限公司 | 2,359 | 201 | ||||||
2025-08-12 | 13F | 景观资本管理有限公司 | 7,229 | 615 | ||||||
2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 381 | 0.26 | 32 | 23.08 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 2,906 | 26.79 | 247 | 52.47 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 381,300 | 211.52 | 32,456 | 273.53 | |||
2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 1,190,980 | 42.52 | 101,376 | 70.89 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 1,002,527 | 417.40 | 85,335 | 520.39 | ||||
2025-07-28 | 13F | 贾格资本管理有限公司 | 2,120 | 32.92 | 180 | 59.29 | ||||
2025-08-06 | 13F | 特里维斯特顾问有限公司 | 188,400 | 16,037 | ||||||
2025-08-14 | 13F | 德肖公司 | 966,867 | 3.68 | 82,300 | 24.32 | ||||
2025-08-14 | 13F | 德肖公司 | Call | 1,465,800 | 2.15 | 124,769 | 22.48 | |||
2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 170,340 | 3.91 | 11,648 | -12.75 | ||||
2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 70,585 | 0.89 | 6,008 | 14.03 | ||||
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 | 857,752 | 0.59 | 58,653 | -15.53 | ||||
2025-08-08 | 13F | 基贝克阿尔法,LP | 4,545 | 1.63 | 387 | 21.77 | ||||
2025-07-03 | 13F | 麦克莱恩资产管理公司 | 2,820 | 245 | ||||||
2025-08-08 | 13F | 奎因机会合作伙伴有限责任公司 | 13,401 | 34.29 | 1,141 | 61.02 | ||||
2025-05-22 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 5,413 | 384 | ||||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 120,700 | 6.63 | 10,274 | 27.84 | |||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 1,508,627 | 0.56 | 128,414 | 20.58 | ||||
2025-06-26 | NP | FDVV - 富达高股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 993,533 | 204.72 | 67,938 | 155.89 | ||||
2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 268 | 312.31 | 23 | 450.00 | ||||
2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 62,508 | 1.13 | 4,274 | -15.08 | ||||
2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 6,016 | 3.89 | 512 | 24.57 | ||||
2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 94,930 | 5.78 | 7,150 | -0.33 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 112,300 | 41.61 | 9,559 | 69.80 | |||
2025-08-13 | 13F | 殖民地信托公司 / SC | 7,378 | 7.16 | 628 | 28.48 | ||||
2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,402 | 2.08 | 5,361 | -14.28 | ||||
2025-08-14 | 13F | 迪尔伯恩合伙公司 | 8,516 | 0.19 | 725 | 20.07 | ||||
2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 3,931 | 31.43 | 335 | 57.55 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 449 | 14.83 | 38 | 40.74 | ||||
2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 37,062 | 79.08 | 2,792 | 68.74 | ||||
2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 5,257 | 1.14 | 447 | 21.14 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 22,134 | 12.21 | 2,019 | 44.21 | ||||
2025-06-26 | NP | FLKSX - 富达低价股票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 | 287,895 | 14.81 | 19,686 | -3.59 | ||||
2025-08-14 | 13F | 桥前资本有限责任公司 | 24,554 | 47.27 | 2,090 | 76.67 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 480,775 | 20.92 | 40,327 | 42.82 | ||||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 790 | 29.30 | 67 | 55.81 | ||||
2025-03-26 | NP | AAICX - Alger 人工智能推动者与采用者基金 C 类 | 506 | 154.27 | 41 | 241.67 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 45,353 | 14.36 | 3,860 | 37.12 | ||||
2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 37,418 | 2.67 | 3,185 | 23.12 | ||||
2025-06-27 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 40,300 | 1.26 | 2,756 | -14.97 | ||||
2025-07-28 | 13F | 戴维森投资顾问公司 | 448,905 | 0.22 | 38,211 | 20.16 | ||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 26,643 | 4.40 | 2,268 | 25.18 | ||||
2025-07-31 | 13F | 联合投资顾问有限公司 | 3,652 | 2.82 | 311 | 23.02 | ||||
2025-08-14 | 13F | HRT金融有限责任公司 | 109,900 | 178.93 | 9 | 350.00 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 2,812 | 241 | ||||||
2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 184,447 | 19.44 | 15,700 | 43.22 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 2,889 | 284.18 | 246 | 362.26 | ||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 3,389 | 15.86 | 288 | 39.13 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,457 | 4.08 | 550 | 24.77 | ||||
2025-08-04 | 13F | 联合银行 | 368,890 | 0.53 | 31 | 19.23 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 43,943 | 8.96 | 3,310 | 2.64 | ||||
2025-07-16 | 13F | ORG 财富合伙人有限公司 | 934 | 824.75 | 81 | 1,042.86 | ||||
2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,864 | 18.90 | 401 | -0.25 | ||||
2025-07-24 | 13F | PDS 规划公司 | 7,066 | 3.33 | 601 | 23.92 | ||||
2025-07-24 | 13F | MFA财富服务 | 6,986 | 3.62 | 595 | 24.27 | ||||
2025-06-25 | NP | IDIVX - 诚信红利丰收基金,A类 | 145,000 | 7.41 | 9,915 | -9.81 | ||||
2025-07-10 | 13F | 长板资产管理有限公司 | 3,373 | 287 | ||||||
2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 39,578 | 317.84 | 3,369 | 401.19 | ||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 124,276 | 5.80 | 9,360 | -0.32 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 746 | 40.23 | 64 | 70.27 | ||||
2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 548 | 37 | ||||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 185,641 | 5.09 | 15,802 | 26.00 | ||||
2025-08-13 | 13F | 正交资本有限公司 | 187,446 | 1,020.02 | 15,950 | 1,242.51 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 9,703 | 79.35 | 826 | 114.84 | ||||
2025-08-13 | 13F | 莫顿社区银行 | 46,164 | 6.27 | 3,929 | 27.44 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 21,862 | 82.38 | 1,861 | 118.82 | ||||
2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 6,780 | 577 | ||||||
2025-08-15 | 13F | 莫尔斯资产管理公司 | 157 | 13 | ||||||
2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 72,547 | 0.98 | 6,175 | 21.08 | ||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 567,200 | 21.60 | 48,280 | 45.80 | ||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 3,401 | 9.64 | 290 | 31.36 | ||||
2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 7,007 | 8.02 | 596 | 29.57 | ||||
2025-08-06 | 13F | 保尔森财富管理公司 | 2,532 | 216 | ||||||
2025-07-18 | 13F | BSW财富合作伙伴 | 7,932 | 0.79 | 675 | 20.97 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 128,605 | 739.35 | 10,947 | 906.99 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 129,088 | 10,988 | ||||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | Call | 2,080,000 | 50.72 | 175,510 | 79.15 | |||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 94,484 | 1.89 | 8,042 | 22.18 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 33,087 | 3.48 | 2,816 | 24.11 | ||||
2025-08-14 | 13F | 一河资产管理有限责任公司 | Call | 947 | 125 | |||||
2025-08-14 | 13F | 一河资产管理有限责任公司 | Put | 946 | 88 | |||||
2025-08-07 | 13F | 中央信托公司 | 21,452 | 7.34 | 1,826 | 28.77 | ||||
2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,472,144 | 66.28 | 210,429 | 99.38 | ||||
2025-07-11 | 13F | 格兰特私人财富管理公司 | 78,594 | 2,191.37 | 6,690 | 2,652.67 | ||||
2025-07-11 | 13F | 银橡树证券公司 | 8,458 | 29.41 | 720 | 56.64 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1,333 | 0 | ||||||
2025-08-14 | 13F | 第一曼哈顿公司 | 36,046 | 137.91 | 3,068 | 185.40 | ||||
2025-08-01 | 13F | Brickwood 资产管理有限责任公司 | 5,345 | 332 | ||||||
2025-08-22 | NP | 德国 DWS 变量系列 II - DWS CROCI US VIP A 级 | 11,525 | 403.06 | 981 | 505.56 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 257,930 | 3.88 | 21,955 | 24.57 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Call | 164,500 | 15.44 | 13,991 | 39.66 | |||
2025-07-08 | 13F | 金石金融集团有限公司 | 9,956 | 11.95 | 883 | 39.94 | ||||
2025-08-06 | 13F | 韦德布什证券公司 | 54,562 | 0.19 | 5 | 33.33 | ||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 9,043 | 109.18 | 830 | 212.03 | ||||
2025-07-21 | 13F | 111资本 | 19,463 | 88.61 | 1,657 | 126.23 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 48,965,317 | 1.79 | 4,167,928 | 22.05 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 894,941 | 3.28 | 76,177 | 23.83 | ||||
2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | Put | 87,800 | 7,474 | |||||
2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 9,299 | 15.72 | 792 | 38.77 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 17,100 | 271.74 | 1,456 | 346.32 | |||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,286,624 | 6,256.52 | 109,517 | 7,526.53 | ||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 21,247 | 9.28 | 1,850 | 54.42 | ||||
2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | Call | 87,800 | 7,474 | |||||
2025-03-27 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 3,608 | 3.59 | 294 | 31.39 | ||||
2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 671 | 115.76 | 58 | 163.64 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 1,579 | 2.07 | 0 | |||||
2025-06-05 | NP | GTLOX - 量化美国大盘核心股票投资组合 - 顾问股票 | 78,545 | 61.91 | 5,371 | 35.95 | ||||
2025-08-12 | 13F | 乔特投资顾问公司 | 9,882 | 23.74 | 841 | 48.59 | ||||
2025-07-14 | 13F | 农商投资公司 | 91,159 | 3.24 | 7,759 | 23.79 | ||||
2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 57,738 | 1.88 | 4,915 | 22.15 | ||||
2025-03-31 | NP | DAACX - 多元化股票基金 | 10,374 | 0.89 | 845 | 28.07 | ||||
2025-08-06 | 13F | 加里森点顾问有限公司 | 3,516 | 0.03 | 299 | 20.08 | ||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 423,000 | 4,306.25 | 36,006 | 5,187.08 | ||||
2025-08-12 | 13F | 博雷尔资本管理有限公司 | 1,095 | 93 | ||||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 60,713 | 5.61 | 5,168 | 26.61 | ||||
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 | 2,582,473 | 11.48 | 219,820 | 33.67 | ||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 758,100 | 807.90 | 64,529 | 988.73 | |||
2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 843,000 | 816.30 | 71,756 | 998.70 | |||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 140,005 | 7.82 | 11,917 | 29.29 | ||||
2025-08-14 | 13F | 合伙人资本投资集团有限责任公司 | 2,432 | 207 | ||||||
2025-08-27 | NP | APHNX - Artisan Select 股票基金机构股票 | 33,994 | 6.41 | 2,894 | 27.61 | ||||
2025-08-07 | 13F | 英杰华公司 | 1,427,999 | 6.95 | 121,551 | 28.24 | ||||
2025-08-14 | 13F | PMC FIG 机会有限责任公司 | 47,652 | 36.15 | 4,056 | 63.29 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 11,052 | 0.74 | 941 | 20.82 | ||||
2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,319 | 10.16 | 4,794 | 32.07 | ||||
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 | 826,189 | 19.99 | 62,229 | 13.04 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 127,643 | 86.96 | 10,865 | 124.18 | ||||
2025-08-14 | 13F | 第一威尔希尔证券管理公司 | 2,522 | 215 | ||||||
2025-07-14 | 13F | 托特金融咨询公司 | 703 | 0.14 | 60 | 20.41 | ||||
2025-08-20 | NP | RGLO——全球股票主动型ETF | 6,237 | 531 | ||||||
2025-07-25 | 13F | 康科德资产管理有限公司/VA | 12,545 | 2.58 | 1,068 | 31.73 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 63,424 | 5.55 | 5,399 | 26.57 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 31,808 | 6.39 | 2,707 | 27.57 | ||||
2025-08-05 | 13F | 吉尔伯特和库克公司 | 5,441 | 1.47 | 463 | 21.84 | ||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 534 | 360.34 | 37 | 800.00 | ||||
2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Value ETF - | 1,654,413 | 34.59 | 124,610 | 26.80 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 147,834 | 1.37 | 13 | 20.00 | ||||
2025-07-16 | 13F | 百达银行和Cie Sa银行 | 41,946 | 332.83 | 3,570 | 419.65 | ||||
2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 18,715 | 6.62 | 1,593 | 27.85 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 5,270 | 0.53 | 449 | 20.43 | ||||
2025-08-12 | 13F | 新英格兰退休计划公司 | 10,344 | 0.53 | 880 | 20.55 | ||||
2025-08-14 | 13F | 科学技术研究有限责任公司 | 6,483 | 552 | ||||||
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 | 311,756 | 9.81 | 23,481 | 3.45 | ||||
2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 660,126 | 56,190 | ||||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 39,851 | 16.40 | 3,392 | 39.59 | ||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 11,027 | 25.48 | 1,017 | 69.22 | ||||
2025-03-31 | NP | FCPI - 富达通胀股票 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,908 | 8.05 | 1,784 | 37.05 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 58,062 | 5.91 | 4,942 | 27.01 | ||||
2025-06-26 | NP | FFEIX - Nuveen 股息价值基金 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 | 1,073,434 | 2.75 | 73,401 | -13.71 | ||||
2025-07-14 | 13F | 芝加哥信托公司 | 32,575 | 10.92 | 2,773 | 33.01 | ||||
2025-08-26 | NP | QAOSWX - T. Rowe 为新美国增长投资组合定价 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 | 81,329 | 71.11 | 6,923 | 105.16 | ||||
2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 14,163 | 83.15 | 1,361 | 178.12 | ||||
2025-08-13 | 13F | 德纳投资顾问公司 | 20,633 | 0.32 | 1,756 | 20.27 | ||||
2025-06-27 | NP | DIVD - Altrius 全球股息 ETF | 1,820 | 44.44 | 124 | 21.57 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 79,557 | 1.23 | 5,440 | -14.99 | ||||
2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 5,579 | 475 | ||||||
2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 4,136 | 18.65 | 362 | 46.56 | ||||
2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 9,754 | 830 | ||||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 1,219 | 16.65 | 104 | 39.19 | ||||
2025-07-15 | 13F | 第一城市资本管理公司 | 7,815 | 3.30 | 665 | 23.84 | ||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 9,941 | 41.81 | 846 | 70.22 | ||||
2025-08-12 | 13F | 私人管理集团公司 | 30,190 | 2,570 | ||||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 398,843 | 0.63 | 33,949 | 20.66 | ||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 138,900 | 11,823 | |||||
2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 153,100 | 13,032 | |||||
2025-07-23 | 13F | 北方财务顾问公司 | 6,252 | 3.12 | 532 | 23.72 | ||||
2025-04-14 | 13F | 格里菲斯与沃纳公司 | 76,785 | 5.69 | 5,451 | 6.57 | ||||
2025-08-25 | NP | DDIV - First Trust Dorsey Wright 动量和股息 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,503 | 2,256 | ||||||
2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 314,064 | 18.09 | 27 | 44.44 | ||||
2025-06-30 | NP | 两条道路共享信任 - Hypatia 女性首席执行官 ETF | 448 | 7.18 | 31 | -11.76 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 202,031 | 27.39 | 17,197 | 52.74 | ||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 628,658 | 4.19 | 54,200 | 27.62 | ||||
2025-06-26 | NP | MSTSX - 晨星无约束分配基金 | 7,616 | 13.03 | 521 | -5.11 | ||||
2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 44,356 | 6.04 | 3,033 | -10.95 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 185 | 29.37 | 17 | 70.00 | ||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 154,031 | 3.49 | 11,602 | -2.50 | ||||
2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 3,005 | 256 | ||||||
2025-08-27 | NP | TQCCX - Touchstone 股息股票基金 C 类 | 260,085 | 50.44 | 22,138 | 80.38 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘价值 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,335 | 55.49 | 843 | 30.70 | ||||
2025-06-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 113,534 | 31.30 | 7,763 | 10.25 | ||||
2025-03-19 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 84,312 | 35.54 | 6,866 | 72.01 | ||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 42,313 | 3.85 | 3,602 | 24.52 | ||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 45,829 | 8,402.60 | 1 | -100.00 | ||||
2025-07-31 | 13F | 180 财富顾问有限公司 | 2,425 | 206 | ||||||
2025-08-14 | 13F | RBF 资本有限责任公司 | Put | 50,000 | 4,256 | |||||
2025-07-16 | 13F | Embree金融集团 | 3,896 | 6.13 | 332 | 27.31 | ||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 30,684 | 8.37 | 2,612 | 29.90 | ||||
2025-08-14 | 13F | RBF 资本有限责任公司 | Call | 10,000 | 851 | |||||
2025-07-18 | 13F | 三部曲资本公司 | 2,776 | 236 | ||||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 369,000 | 1.68 | 31,409 | 21.92 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 97 | 38.57 | 8 | 100.00 | ||||
2025-07-09 | 13F | 韦斯特伯恩投资公司 | 31,707 | 501.99 | 2,699 | 623.32 | ||||
2025-08-15 | 13F | 公平控股公司 | 55,270 | 6.80 | 4,705 | 28.07 | ||||
2025-08-05 | 13F | 西劳斯资产管理有限责任公司 | 12,763 | 5.46 | 1,086 | 26.43 | ||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 173,804 | 41.39 | 14,794 | 69.54 | ||||
2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 3,045 | 7.98 | 259 | 29.50 | ||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 1,394 | 13.98 | 95 | -4.04 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 238,276 | 11.88 | 20,292 | 34.22 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 7,243 | 0.32 | 617 | 20.31 | ||||
2025-08-07 | 13F | 霍奇斯资本管理公司 | 68,719 | 12.34 | 5,849 | 34.71 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 414 | 28 | ||||||
2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 4,314 | 4.56 | 367 | 25.26 | ||||
2025-08-12 | 13F | 美国世纪公司 | 403,385 | 8.82 | 34,336 | 30.48 | ||||
2025-07-10 | 13F | 瑞典银行 | 10,906,386 | 14.81 | 928,352 | 37.66 | ||||
2025-07-21 | 13F | Qrg 资本管理公司 | 574,408 | 47.59 | 48,894 | 76.96 | ||||
2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 35,238 | 0.34 | 2,410 | -15.74 | ||||
2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 16,900 | 1,438 | ||||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 205,344 | 94.16 | 17,479 | 132.36 | ||||
2025-05-29 | NP | 美国基金保险系列-成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,128,371 | 38.52 | 80,103 | 39.70 | ||||
2025-08-28 | NP | TLCHX - 社会选择股票基金 | 12,286 | 61.19 | 1,046 | 93.16 | ||||
2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 219,916 | 2.46 | 18,719 | 22.86 | ||||
2025-08-27 | NP | ARTGX - Artisan 全球价值基金投资者股票 | 978,949 | 3.32 | 83,328 | 23.88 | ||||
2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 5,885 | 11.61 | 443 | 5.23 | ||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 172,208 | 3.53 | 14,658 | 24.14 | ||||
2025-08-29 | NP | BISVX - Brown Advisory 可持续价值基金投资者股票 | 48,016 | 3.47 | 4,087 | 24.07 | ||||
2025-07-17 | 13F | 长滩农商信托公司 | 3,908 | 24.86 | 333 | 49.55 | ||||
2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 5,473 | 194.88 | 389 | 198.46 | ||||
2025-07-16 | 13F/A | CX 机构 | 15,331 | 12.07 | 1 | |||||
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 689,540 | 3.90 | 58,623 | 24.59 | ||||
2025-08-12 | 13F | 公共部门养老金投资委员会 | 1,346,806 | 65.28 | 114,640 | 98.17 | ||||
2025-08-13 | 13F | 资本国际公司/ca/ | 289,689 | 26.26 | 24,658 | 51.39 | ||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 12,591 | 19.24 | 1,072 | 42.99 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 281,824 | 2.16 | 23,989 | 22.49 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 4,499 | 23.53 | 383 | 48.06 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 994,653 | 9.13 | 84,665 | 30.85 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 51,510 | 4.05 | 4,385 | 24.76 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,912 | 39.97 | 144 | 32.11 | ||||
2025-07-11 | 13F | 附件咨询服务有限责任公司 | 3,168 | 270 | ||||||
2025-04-02 | 13F | 马库姆财富有限责任公司 | 5,483 | 7.93 | 389 | 8.96 | ||||
2025-08-11 | 13F | 斯通布鲁克私人公司 | 2,690 | 229 | ||||||
2025-07-25 | 13F | 谷溪资本集团有限公司 | 2,550 | 217 | ||||||
2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 34,715 | 10.49 | 2,955 | 30.36 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 178,250 | 14.59 | 15,173 | 37.40 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 29,465 | 2,508 | ||||||
2025-08-13 | 13F | 首都国际有限公司 | 356,556 | 9.25 | 30,350 | 31.00 | ||||
2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 14,390 | 1,225 | ||||||
2025-08-14 | 13F | 量化投资管理有限责任公司 | 18,346 | 9.57 | 2 | 0.00 | ||||
2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 16,194 | 23.74 | 1,378 | 48.33 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 458,072 | 6.71 | 38,991 | 27.95 | ||||
2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 64,630 | 1.71 | 5,501 | 21.95 | ||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 17,471 | 21.28 | 1,487 | 45.50 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 1,870 | 39.76 | 159 | 69.15 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 174,108 | 12.45 | 14,820 | 34.84 | ||||
2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 3,380 | 8.89 | 288 | 30.45 | ||||
2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 5,867 | 21.80 | 499 | 46.33 | ||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 3,918 | 334 | ||||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 10,840 | 10.50 | 923 | 32.47 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 664,205 | 932.35 | 56,537 | 1,137.95 | ||||
2025-07-15 | 13F | GSB 财富管理有限责任公司 | 4,191 | 2.72 | 357 | 23.18 | ||||
2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 35,422 | 11.58 | 2,668 | 5.08 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 824,000 | 196.40 | 70,139 | 255.40 | |||
2025-07-15 | 13F | 永久资本管理有限公司 | 12,201 | 1,039 | ||||||
2025-07-10 | 13F | 科扎克联合公司 | 905 | 0.78 | 78 | 37.50 | ||||
2025-08-12 | 13F | 瓦德尔联合有限公司 | 4,863 | 414 | ||||||
2025-05-23 | NP | NXTV-简化下一个无形价值指数 ETF | 313 | 7.56 | 22 | 10.00 | ||||
2025-08-12 | 13F | 磁星金融有限责任公司 | 12,100 | 1,030 | ||||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 选择大型股票基金 1 类 | 706,631 | 17.37 | 60,148 | 40.74 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 22,794 | 27.68 | 1,940 | 53.12 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 141,811 | 20.95 | 10,681 | 13.95 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 42,212 | 2.24 | 2,886 | -14.16 | ||||
2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 200,295 | 10.92 | 17 | 41.67 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 31,914 | 14.33 | 2,717 | 37.94 | ||||
2025-08-12 | 13F | 白松资本有限公司 | 20,962 | 0.05 | 1,784 | 19.97 | ||||
2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 1,091,315 | 13.85 | 92,893 | 36.51 | ||||
2025-08-06 | 13F | Ar资产管理公司 | 2,576 | 0 | ||||||
2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 486,028 | 2.64 | 41,371 | 23.07 | ||||
2025-08-14 | 13F | 有远见的财富顾问 | 4,847 | 42.73 | 413 | 70.95 | ||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 19,837 | 60.87 | 1,688 | 92.91 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 2,093,882 | 86.08 | 178,242 | 122.88 | ||||
2025-07-21 | 13F | 上升集团有限责任公司 | 48,426 | 12.40 | 4,122 | 34.76 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 2,157 | 23.26 | 184 | 47.58 | ||||
2025-07-23 | 13F | 石门投资集团有限责任公司 | 12,528 | 1.38 | 1,066 | 21.55 | ||||
2025-08-13 | 13F | Allium 财务顾问有限公司 | 2,537 | 216 | ||||||
2025-07-08 | 13F | 下一级私人有限责任公司 | 6,863 | 0.13 | 584 | 20.16 | ||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 57,971 | 3.30 | 4,935 | 23.88 | ||||
2025-08-14 | 13F | 索维罗资产管理有限合伙人 | 58,000 | 4,937 | ||||||
2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 198,591 | 2.76 | 16,904 | 23.22 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 92,713 | 31.08 | 7,892 | 57.16 | ||||
2025-08-13 | 13F | 战略家庭财富顾问有限责任公司 | 3,120 | 4.52 | 266 | 25.59 | ||||
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 | 8,249 | 1.31 | 564 | -14.93 | ||||
2025-07-28 | 13F | 布里奇斯投资管理公司 | 11,012 | 27.45 | 937 | 52.85 | ||||
2025-08-14 | 13F | 富国银行/百万 | Put | 768,300 | 100.86 | 65,398 | 140.85 | |||
2025-08-14 | 13F | 富国银行/百万 | Call | 550,000 | 175.00 | 46,816 | 229.74 | |||
2025-07-15 | 13F | 北区资本管理有限责任公司 | 153,329 | 13,051 | ||||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 2,519,600 | 27.36 | 214,468 | 52.70 | |||
2025-07-31 | 13F/A | 亚飞财富 | 1,776 | 3.08 | 0 | |||||
2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 76,406 | 19.47 | 5,225 | 0.33 | ||||
2025-08-26 | NP | NOIEX - 北方收入股票基金 | 39,952 | 1.54 | 3,401 | 21.73 | ||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 11,733 | 15.47 | 999 | 38.42 | ||||
2025-08-08 | 13F | 账户银行信托部 | 7,790 | 663 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 19,057 | 1,622 | ||||||
2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 6,756 | 2.09 | 575 | 22.60 | ||||
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 | 72,562 | 81.28 | 4,962 | 52.22 | ||||
2025-07-16 | NP | CGGO - Capital Group 全球成长股票 ETF 股份类别 | 932,048 | 45.81 | 70,202 | 37.36 | ||||
2025-08-14 | 13F | 财务咨询服务公司 | 2,758 | 235 | ||||||
2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 592,964 | 27.38 | 50,473 | 52.73 | ||||
2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 3,210 | 0.16 | 273 | 20.26 | ||||
2025-08-14 | 13F | 核心第一银行与信托 | 182 | 15 | ||||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 1,195,590 | 30.33 | 101,769 | 56.27 | ||||
2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 254 | 2.42 | 22 | 23.53 | ||||
2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 6,119 | 21.89 | 521 | 46.07 | ||||
2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 51,766 | 85.36 | 4,406 | 122.30 | ||||
2025-08-12 | 13F | 博克夫,那 | 6,355 | 2.75 | 541 | 23.01 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 115 | 9 | ||||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 10,562 | 5,207.54 | 899 | 6,321.43 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 39,117 | 5.59 | 3,330 | 26.63 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 58,701 | 43.03 | 4,997 | 78.62 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 291,030 | 6.21 | 21,920 | 0.06 | ||||
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 | 6,714 | 9.74 | 459 | -7.83 | ||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 515,256 | 1.35 | 43,859 | 21.52 | ||||
2025-08-08 | 13F | 财富四分卫有限责任公司 | 2,938 | 0.14 | 250 | 20.19 | ||||
2025-08-08 | 13F | L & S 顾问公司 | 121,766 | 92.95 | 10,365 | 131.34 | ||||
2025-08-11 | 13F | 一资本管理有限责任公司 | 171,765 | 6.91 | 14,621 | 28.19 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 167 | 14 | ||||||
2025-08-26 | NP | BGEAX - BRANDES 全球股票基金 A 类 | 14,939 | 10.34 | 1,272 | 32.26 | ||||
2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 6,406 | 10.33 | 482 | 3.88 | ||||
2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 24,678 | 140.29 | 2,101 | 188.07 | ||||
2025-07-15 | 13F | 席茨·史密斯财富管理 | 9,200 | 783 | ||||||
2025-06-26 | NP | FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 645,192 | 2.14 | 44,118 | -14.22 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | Call | 75,000 | 3,650.00 | 6,384 | 4,427.66 | |||
2025-08-13 | 13F | 奥西亚姆 | 1,027,700 | 84.41 | 87,478 | 121.11 | ||||
2025-08-13 | 13F | 法国外贸银行 | 1,523,782 | 382.68 | 129,704 | 488.47 | ||||
2025-06-26 | NP | AMECX - 美国 A 类收入基金 | 16,110,906 | 19.38 | 1,101,664 | 0.24 | ||||
2025-07-29 | NP | Voya 全球股票股息及溢价机会基金 | 35,554 | 0.14 | 2,678 | -5.67 | ||||
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 | 72 | 16.13 | 5 | -20.00 | ||||
2025-07-25 | 13F | CWM有限公司 | 141,158 | 7.57 | 12 | 33.33 | ||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 9,805 | 20.51 | 835 | 44.54 | ||||
2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 23,677 | 1.12 | 2,015 | 21.24 | ||||
2025-08-08 | 13F | M&G 有限公司 | 488,480 | 1.25 | 41,521 | 21.21 | ||||
2025-08-04 | 13F | 库克和比勒有限合伙公司 | 774,111 | 22.07 | 65,892 | 46.36 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 12,190 | 83.81 | 1,213 | 157.87 | ||||
2025-07-09 | 13F | 巴伦财富管理有限公司 | 3,287 | 280 | ||||||
2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 358,699 | 63.83 | 30,532 | 96.44 | ||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 4,836 | 14.38 | 412 | 37.00 | ||||
2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 128,612 | 112.79 | 8,794 | 78.70 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 317,574 | 8.44 | 23,920 | 2.16 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 4,272 | 13.92 | 364 | 36.47 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 368,841 | 3.98 | 31,396 | 24.68 | ||||
2025-07-08 | 13F | NBC 证券公司 | 3,805 | 17.19 | 0 | |||||
2025-05-15 | 13F | 韦斯资产管理有限公司 | 107,309 | 7,618 | ||||||
2025-08-18 | 13F/A | 野村控股公司 | 405,635 | 49.67 | 34,528 | 79.46 | ||||
2025-08-28 | NP | CGVIX - Causeway 全球价值基金机构类别 | 20,882 | 5.29 | 1,777 | 26.30 | ||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 3,577,943 | 6.88 | 304,555 | 28.16 | ||||
2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 14,597 | 9.21 | 1,242 | 31.01 | ||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 97,480 | 190.00 | 8,297 | 247.74 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Put | 633,000 | 90.09 | 53,881 | 127.93 | |||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 78,906 | 0.20 | 5,396 | -15.86 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 4,125 | 351 | ||||||
2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 543,019 | 39.03 | 46,222 | 66.70 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 49,353 | 6.02 | 3,375 | -10.98 | ||||
2025-07-25 | 13F | 格里芬资产管理公司 | 53,673 | 71.27 | 4,569 | 105.40 | ||||
2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 3,955 | 39.36 | 337 | 67.16 | ||||
2025-08-29 | NP | NEFOX - Natixis Oakmark 基金 A 类 | 465,488 | 11.01 | 39,622 | 33.11 | ||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 24,080 | 27.56 | 2,050 | 52.91 | ||||
2025-08-26 | NP | OEF - iShares S&P 100 ETF | 1,026,482 | 10.29 | 87,374 | 32.24 | ||||
2025-07-29 | 13F | 私人信托公司 | 13,662 | 19.29 | 1,163 | 42.93 | ||||
2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 251,709 | 42.66 | 21,425 | 71.06 | ||||
2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 5,800 | 9.89 | 494 | 31.82 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 195,867 | 50.47 | 16,672 | 80.43 | ||||
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 | 463,652 | 0.73 | 31,705 | -15.42 | ||||
2025-08-14 | 13F | GMT资本公司 | 503,200 | 42,832 | ||||||
2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 6,053 | 0.95 | 515 | 21.18 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 65,241 | 39.34 | 5,553 | 67.11 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 80 | 6 | ||||||
2025-07-22 | 13F | 鲍威尔投资顾问有限责任公司 | 8,628 | 734 | ||||||
2025-08-04 | 13F | 小屋街顾问有限责任公司 | 2,652 | 226 | ||||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 119,954 | 3.06 | 10,210 | 23.58 | ||||
2025-08-19 | 13F | 安佳投资管理有限公司 | 8,366 | 227.05 | 712 | 293.37 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 670,418 | 3.99 | 57,055 | 25.85 | ||||
2025-07-16 | 13F | 诺维姆集团 | 3,424 | 291 | ||||||
2025-08-14 | 13F | USS投资管理有限公司 | 301,902 | 1.48 | 25,690 | 21.60 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 25,528 | 28.90 | 2,173 | 54.59 | ||||
2025-08-11 | 13F | 西太平洋银行 | 217,077 | 4.54 | 18,478 | 25.35 | ||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 30,455 | 30.81 | 2,592 | 56.90 | ||||
2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 3,129 | 266 | ||||||
2025-08-12 | 13F | XTX Topco有限公司 | 117,968 | 10,041 | ||||||
2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 23 | 2 | ||||||
2025-07-15 | 13F | 马塞科律师事务所 | 180 | 15 | ||||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 8,660 | 0.07 | 737 | 20.03 | ||||
2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 158 | 3.95 | 13 | 30.00 | ||||
2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 2,759 | 69.89 | 259 | 124.35 | ||||
2025-08-14 | 13F | 奥尔登全球资本有限责任公司 | 301,497 | 93.46 | 25,663 | 131.97 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州美国成长基金标准级 | 20,177 | 1,717 | ||||||
2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 10,215 | 870 | ||||||
2025-03-31 | 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 | 66,700 | 5,431 | ||||||
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 | 30,118 | 24.01 | 2,268 | 31.78 | ||||
2025-08-14 | 13F | 格伦维尤信托公司 | 259,843 | 5.23 | 22,118 | 26.17 | ||||
2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 16,781 | 59.50 | 1,428 | 91.42 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 398,937 | 50.12 | 33,958 | 80.01 | ||||
2025-04-01 | NP | FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 83,052 | 3.75 | 6,763 | 31.66 | ||||
2025-08-13 | 13F | 团结财富有限责任公司 | 40,003 | 0.76 | 3,405 | 20.83 | ||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 649,413 | 2.93 | 44,407 | -13.57 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 9,633 | 2.29 | 820 | 22.60 | ||||
2025-08-11 | 13F | 斯莱格金融有限责任公司 | 27,733 | 2.84 | 2,361 | 23.30 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 35,851 | 126.02 | 3,052 | 170.96 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 366 | 31.18 | 31 | 63.16 | ||||
2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,639,010 | 190.81 | 112,076 | 144.21 | ||||
2025-07-25 | 13F | 协和财富合作伙伴 | 12,545 | 2.82 | 1,068 | 23.21 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 17,659 | 45.65 | 1,503 | 74.77 | ||||
2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,377,483 | 21.56 | 94,192 | 2.08 | ||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 12,500 | 81.11 | 1,064 | 117.38 | ||||
2025-08-26 | NP | IXG - iShares 全球金融 ETF | 74,543 | 3.30 | 6,345 | 23.88 | ||||
2025-06-25 | NP | NAWGX - Voya 全球股票基金 A 类 | 19,972 | 2.96 | 1,366 | -13.55 | ||||
2025-08-06 | 13F | 声音海岸管理公司 /ct/ | 1,405,016 | 3.47 | 119,595 | 24.06 | ||||
2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 48,264 | 15.87 | 3,300 | -2.68 | ||||
2025-08-01 | 13F | Pavion Blue 资本有限责任公司 | 2,935 | 0.03 | 250 | 19.71 | ||||
2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 50,900 | 36.10 | 4,333 | 63.16 | |||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 56,105 | 3.83 | 4,776 | 24.48 | ||||
2025-07-22 | 13F | 高地资本管理有限公司 | 206,529 | 0.34 | 17,580 | 20.31 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Put | 268,100 | 20.87 | 22,821 | 44.93 | |||
2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 3,046 | 259 | ||||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 31,140 | 5.71 | 2,651 | 26.73 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 1,053,600 | 346.06 | 89,682 | 434.87 | |||
2025-08-15 | 13F | 龙骨点有限责任公司 | 9,002 | 5.03 | 766 | 25.99 | ||||
2025-08-04 | 13F | 财务规划中心有限公司 | 136 | 216.28 | 12 | 266.67 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 3,492,507 | 3.60 | 297,282 | 24.22 | ||||
2025-07-18 | 13F | 韦策尔投资顾问公司 | 34,541 | 4.78 | 2,940 | 25.64 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 171,810 | 7.09 | 14,624 | 28.42 | ||||
2025-08-14 | 13F | 高盛集团公司 | 9,445,520 | 10.51 | 804,003 | 32.50 | ||||
2025-08-25 | NP | FPAG - FPA 全球股票 ETF | 129,276 | 1.91 | 11,004 | 22.19 | ||||
2025-08-14 | 13F | 高盛集团公司 | Call | 5,782,800 | 235.45 | 492,232 | 302.22 | |||
2025-08-12 | 13F | Nuveen有限责任公司 | 13,472,860 | 65.11 | 1,146,810 | 98.38 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 156,800 | 72.69 | 13,347 | 107.08 | |||
2025-07-18 | 13F | 黄金投资管理有限公司 | 25,211 | 0.38 | 2,161 | 21.27 | ||||
2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 46,298 | 1.18 | 3,941 | 21.31 | ||||
2025-08-07 | 13F | 峰会 X 有限责任公司 | 18,532 | 3.87 | 1,578 | 24.57 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 447,908 | 153.74 | 38,126 | 204.25 | ||||
2025-07-29 | 13F | FLC资本顾问公司 | 5,226 | 75.43 | 445 | 110.43 | ||||
2025-08-07 | 13F | 温思罗普资本管理有限公司 | 15,165 | 0.06 | 1 | 0.00 | ||||
2025-07-11 | 13F | 先锋资本财富顾问 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,230 | 14.05 | 275 | 36.32 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 462,783 | 7.38 | 39,392 | 28.76 | ||||
2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 2,102 | 0.96 | 158 | -4.82 | ||||
2025-07-09 | 13F | 港湾资本顾问公司 | 278 | 11.20 | 0 | |||||
2025-08-14 | 13F | 尼什卡玛资本有限责任公司 | Call | 540,000 | 45,965 | |||||
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 | 2,700,080 | 7.97 | 203,370 | 1.72 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 386,282 | 5.65 | 32,880 | 26.69 | ||||
2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 40,269 | 2.00 | 3,428 | 22.31 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 151,661 | 4.71 | 12,909 | 25.55 | ||||
2025-06-26 | NP | SMNCX - Steward 股票市场中性基金 C 类 | 15,000 | 1,026 | ||||||
2025-07-23 | 13F | Avantra 家庭财富有限公司 | 21,773 | 7.55 | 1,853 | 28.95 | ||||
2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 13,556 | 0.77 | 1,154 | 20.73 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 23,708 | 50.87 | 1,786 | 42.12 | ||||
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 | 140,866 | 2.09 | 10,610 | -3.82 | ||||
2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | Call | 806 | 7.47 | |||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 11,705 | 18.05 | 996 | 41.68 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 71,166 | 0.31 | 6,058 | 20.27 | ||||
2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 460 | 31 | ||||||
2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 4,074 | 347 | ||||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 285,104 | 6.94 | 24,268 | 28.23 | ||||
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 | 1,928 | 18.65 | 132 | -0.76 | ||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 15,866 | 9.53 | 1,351 | 31.32 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 55,429,273 | 0.97 | 4,718,140 | 21.06 | ||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 280,417 | 1.13 | 19,175 | -15.08 | ||||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 184,838 | 1.79 | 15,733 | 22.06 | ||||
2025-08-14 | 13F | Optiver控股有限公司 | Call | 2,314,100 | 32.24 | 196,976 | 58.56 | |||
2025-08-14 | 13F | Optiver控股有限公司 | 678,018 | 254.61 | 57,713 | 325.20 | ||||
2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 59,266 | 28.89 | 4,053 | 8.23 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,837,706 | 1.08 | 156,426 | 21.20 | ||||
2025-07-22 | 13F | 支架风险投资有限公司。 | 3,351 | 285 | ||||||
2025-08-15 | 13F | Semmax 财务顾问公司 | 57 | 1.79 | 5 | 25.00 | ||||
2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 270 | 23 | ||||||
2025-08-05 | 13F | 新方资本有限责任公司 | 1,154 | 41.94 | 98 | 71.93 | ||||
2025-08-12 | 13F | 摩根大通公司 | Call | 1,038,600 | 61.75 | 88,406 | 93.95 | |||
2025-08-28 | NP | ARUIX - ARGA VALUE FUND 机构股票 | 2,367 | 532.89 | 201 | 673.08 | ||||
2025-08-12 | 13F | 改变路径有限责任公司 | 17,653 | 0.48 | 1,503 | 20.45 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 898,958 | 6.42 | 76,519 | 27.61 | ||||
2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 17,716 | 0.17 | 1,508 | 20.08 | ||||
2025-07-18 | 13F | 德尔泰克资产管理有限公司 | 18,125 | 19.83 | 1,543 | 43.71 | ||||
2025-08-14 | 13F | 基础设施资本顾问有限公司 | 35,042 | 9.25 | 2,983 | 30.96 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 71,927 | 11.83 | 6,122 | 38.76 | ||||
2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 80,330 | 0.99 | 6,838 | 21.09 | ||||
2025-07-10 | 13F | 穆迪国家银行信托部 | 45,724 | 1.83 | 3,892 | 22.12 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 5,566,898 | 2,689.29 | 473,854 | 3,244.54 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 10,124,600 | 8.92 | 861,806 | 30.60 | |||
2025-07-21 | 13F | Jmac企业有限公司 | 15,900 | 0.63 | 1,353 | 20.70 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Basic Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 127,071 | 1.09 | 10,816 | 21.21 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 3,218 | 274 | ||||||
2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 62,321 | 2.28 | 5,305 | 22.64 | ||||
2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | 37,924 | 3,228 | ||||||
2025-08-07 | 13F | 虎钳技术公司 | 31,440 | 24.65 | 2,676 | 50.76 | ||||
2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | Call | 35,000 | 2,979 | |||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 22,930 | 10.98 | 1,727 | 4.60 | ||||
2025-06-25 | NP | ASLV - Allspring 特别大价值 ETF | 99,153 | 6,780 | ||||||
2025-05-30 | NP | DIVZ - TrueShares 低波动性股票收益 ETF | 78,305 | 10.69 | 5,559 | 11.63 | ||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 33,617 | 9.42 | 2,532 | 3.09 | ||||
2025-08-12 | 13F | 巴尔盖纳公司 | 4,203 | 5.34 | 358 | 26.15 | ||||
2025-07-31 | 13F | 卡博特财富管理公司 | 9,558 | 0.77 | 814 | 20.80 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 44,469 | 3.37 | 3,785 | 23.94 | ||||
2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 142,905 | 2.29 | 12,164 | 22.66 | ||||
2025-08-14 | 13F | DKRT投资公司 | 13,500 | 1,149 | ||||||
2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 22,629 | 1,926 | ||||||
2025-08-15 | 13F | Captrust 财务顾问 | 1,048,220 | 3.91 | 89,225 | 24.59 | ||||
2025-08-11 | 13F | 绍克投资顾问公司 | 3,587 | 0.67 | 305 | 20.55 | ||||
2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 17,948 | 17.68 | 1,528 | 41.13 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 3,266,553 | 0.01 | 278,049 | 19.92 | ||||
2025-08-07 | 13F | 塞尔公司 | 2,589 | 220 | ||||||
2025-08-29 | 13F | 全面投资管理公司 | 198 | 17 | ||||||
2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 3,450 | 294 | ||||||
2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,130 | 3.49 | 5,714 | 24.11 | ||||
2025-07-15 | 13F | LeConte财富管理有限责任公司 | 2,557 | 218 | ||||||
2025-07-28 | NP | ICAP - InfraCap 股票收益基金 ETF | 32,742 | 0.51 | 2,466 | -5.30 | ||||
2025-06-25 | NP | FXO - 第一信托金融 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 386,156 | 33.15 | 26,405 | 11.81 | ||||
2025-08-06 | 13F | 朝日生命资产管理有限公司 | 7,850 | 4.53 | 668 | 25.33 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 58,698 | 4.62 | 4,996 | 25.46 | ||||
2025-07-16 | 13F | 西尔维斯特顾问有限责任公司 | 2,385 | 203 | ||||||
2025-08-14 | 13F | 山顶控股公司 | 17,795 | 2.12 | 1,515 | 22.49 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 65,900 | 36.44 | 5,609 | 63.62 | |||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,853 | 21.43 | 127 | 1.61 | ||||
2025-05-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 1,858 | 132 | ||||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 57,900 | 45.84 | 4,928 | 74.88 | |||
2025-07-08 | 13F | 化学财富管理有限责任公司 | 5,156 | 10.86 | 439 | 32.73 | ||||
2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 34,993 | 0.35 | 2,979 | 21.35 | ||||
2025-07-22 | 13F | 橡树山财富顾问有限公司 | 8,129 | 6.55 | 696 | 28.47 | ||||
2025-08-13 | 13F | 卡洛丁资本管理有限合伙人 | 226,250 | 50.83 | 19,258 | 80.86 | ||||
2025-08-07 | 13F | 戴维斯 RM 公司 | 2,892 | 1.40 | 246 | 21.78 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 70,732 | 6,021 | ||||||
2025-07-10 | 13F | 信号顾问财富有限责任公司 | 5,392 | 49.74 | 459 | 79.61 | ||||
2025-08-07 | 13F | 49 财富管理有限责任公司 | 8,066 | 30.31 | 687 | 56.26 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 66 | 127.59 | 6 | 400.00 | ||||
2025-07-30 | 13F | 彭定康集团有限公司 | 4,736 | 9.28 | 403 | 31.27 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 106,072 | 3.29 | 7,530 | 4.18 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 12,873 | 29.14 | 1,096 | 54.88 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 110,140 | 38.64 | 9,375 | 66.25 | ||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 38,616 | 266.34 | 3,697 | 409.23 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 16,875 | 1.13 | 1,198 | 1.96 | ||||
2025-08-11 | 13F | 奥尼尔全球顾问公司 | 18,802 | 2 | ||||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 413 | 35 | ||||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 37,602 | 0.28 | 3,201 | 21.26 | ||||
2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 78,315 | 6,666 | ||||||
2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,012 | 28.60 | 4,240 | 8.00 | ||||
2025-08-14 | 13F | 弗里施金融集团公司 | 2,757 | 0 | ||||||
2025-07-07 | 13F | Versant 资本管理公司 | 8,204 | 49.57 | 698 | 79.43 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,776,584 | 0.78 | 151,223 | 20.84 | ||||
2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 27,278 | 8.28 | 2,322 | 29.81 | ||||
2025-05-02 | 13F | 纳帕特里资本有限公司 | 4,388 | 15.75 | 312 | 16.92 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 33,396 | 2,843 | ||||||
2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 2,360 | 201 | ||||||
2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 272,134 | 189.75 | 18,609 | 143.34 | ||||
2025-08-12 | 13F | 新常春藤资本管理公司 | 12,880 | 1,096 | ||||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 11,321 | 3.81 | 853 | -2.18 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 540 | 188.77 | 46 | 246.15 | ||||
2025-08-26 | NP | NQVAX - Nuveen NWQ 多股价值基金 - 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 | 170,570 | 4.85 | 14,519 | 25.72 | ||||
2025-05-30 | NP | Tidal Trust III - Unity Wealth Partners 动态资本增值及期权 ETF | 502 | 23.34 | 36 | 25.00 | ||||
2025-08-26 | NP | 贝莱德资本配置信托 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 126,536 | 0.13 | 10,771 | 20.05 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 405 | 34 | ||||||
2025-08-13 | 13F | 系柱集团有限责任公司 | 954 | 8.04 | 0 | |||||
2025-06-26 | NP | SJVCX - Steward 大盘价值基金 C 类 | 18,900 | 27.70 | 1,292 | 7.22 | ||||
2025-08-07 | 13F | CSM 顾问有限责任公司 | 433,163 | 37 | ||||||
2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 22,400 | 16.06 | 1,907 | 39.12 | |||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 224,602 | 2.66 | 19,119 | 23.10 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 16,290 | 0.14 | 1,387 | 20.10 | ||||
2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 3,171,072 | 1.36 | 269,922 | 21.53 | ||||
2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 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 | 18,353 | 1.11 | 1,562 | 21.27 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 278,979 | 0.74 | 23,747 | 20.79 | ||||
2025-08-05 | 13F | 核心另类资本 | 679 | 106.38 | 58 | 147.83 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:B1 系列 | 5,274 | 449 | ||||||
2025-08-14 | 13F | Point72 欧洲(伦敦)有限责任合伙 | 270,500 | 23,025 | ||||||
2025-08-28 | NP | STFBX - State Farm 平衡基金 | 5,600 | 700.00 | 477 | 706.78 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 34,826 | 3.00 | 2,965 | 23.50 | ||||
2025-05-21 | NP | PPI - AXS Astoria 通胀敏感 ETF | 4,877 | 346 | ||||||
2025-08-12 | 13F | 塔博克斯家族办公室有限公司 | 4,501 | 1.31 | 383 | 21.59 | ||||
2025-08-12 | 13F | 集中财富管理 | 2,516 | 214 | ||||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 102,109 | 5.85 | 8,692 | 9.75 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 145,200 | 12,359 | |||||
2025-08-05 | 13F | X-Square 资本有限责任公司 | 4,310 | 0.05 | 0 | |||||
2025-07-29 | 13F | 贝尔与布朗财富顾问有限公司 | 30,969 | 0.51 | 2,636 | 20.53 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 42,000 | 3,575 | |||||
2025-07-29 | 13F | 基础有限公司 | 144,047 | 5.87 | 12,261 | 26.95 | ||||
2025-08-05 | 13F | 关键金融公司 | 3,868 | 1.36 | 329 | 21.85 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 5,632 | 6.87 | 479 | 28.07 | ||||
2025-07-08 | 13F | 爱华顾问有限公司 | 5,449 | 5.52 | 464 | 26.50 | ||||
2025-07-15 | 13F | Avaii 财富管理有限公司 | 4,968 | 4.79 | 423 | 25.60 | ||||
2025-08-26 | NP | BUSA - Brandes 美国价值 ETF | 72,180 | 2.99 | 6,144 | 23.48 | ||||
2025-07-28 | NP | SPVU - Invesco S&P 500 增强价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,587 | 13.67 | 3,132 | 7.08 | ||||
2025-08-11 | 13F | 沃杜州银行 | 74,357 | 18.67 | 6 | 50.00 | ||||
2025-08-14 | 13F | 瓦萨奇顾问公司 | 56,560 | 9.70 | 4,814 | 31.53 | ||||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 15,287 | 26.87 | 1,301 | 52.16 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 64,792 | 3.05 | 5,495 | 21.79 | ||||
2025-03-28 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 18,777 | 1,529 | ||||||
2025-08-07 | 13F | 未来基金有限责任公司 | 10,668 | 10.21 | 908 | 32.17 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 148,908 | 22.80 | 13 | 50.00 | ||||
2025-08-18 | 13F | 泰勒-斯通财富管理 | 4,608 | 1.95 | 392 | 22.50 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 247,126 | 3.49 | 21,035 | 24.09 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 625,417 | 1.17 | 53,235 | 21.31 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 47,393 | 12.00 | 4,034 | 34.29 | ||||
2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 11,578,643 | 0.37 | 985,574 | 20.35 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 2,394 | 33.97 | 164 | 12.41 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 90,039 | 1.74 | 7,664 | 22.00 | ||||
2025-08-14 | 13F | 阿佐拉资本有限合伙人 | 611,985 | 52,092 | ||||||
2025-07-23 | 13F | Hager 投资管理服务有限公司 | 941 | 602.24 | 80 | 788.89 | ||||
2025-07-23 | 13F | BankPlus 信托部 | 6,776 | 657.09 | 577 | 814.29 | ||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 413 | 199.28 | 35 | 288.89 | ||||
2025-07-09 | 13F | Mfg 财富管理有限公司 | 40,456 | 0.66 | 3,444 | 20.68 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 140,820 | 14.02 | 11,987 | 36.72 | ||||
2025-08-14 | 13F | 斯坦斯伯里资产管理有限公司 | 23,993 | 4.37 | 2,042 | 25.12 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 321,149 | 64.60 | 27,336 | 97.37 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | Put | 24,000 | 2,043 | |||||
2025-08-04 | 13F/A | 626 金融有限责任公司 | 8,616 | 0.01 | 733 | 19.97 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 549 | 42.23 | 0 | |||||
2025-07-24 | 13F | ADAPT 投资管理公司 | Put | 300,000 | 25,536 | |||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 8,357 | 0.07 | 711 | 20.10 | ||||
2025-07-24 | 13F | ADAPT 投资管理公司 | Call | 300,000 | 25,536 | |||||
2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 1,156,954 | 8.84 | 98,480 | 30.51 | ||||
2025-08-08 | 13F | Altfest LJ & Co 公司 | 6,228 | 1.09 | 530 | 21.28 | ||||
2025-08-20 | NP | FMIEX - Wasatch 全球价值基金投资者类别股票 | 55,000 | 10.00 | 4,682 | 31.90 | ||||
2025-08-11 | 13F | 科维斯特有限公司 | 2,368 | 32.74 | 0 | |||||
2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 3,362,968 | 2.82 | 286,256 | 23.29 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 493,002 | 9.95 | 33,711 | -7.67 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 339,646 | 12.01 | 29 | 33.33 | ||||
2025-08-12 | 13F | Titleist 资产管理有限公司 | 6,385 | 1.64 | 544 | 22.02 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 174 | 9.43 | 15 | 27.27 | ||||
2025-07-23 | 13F | REAP金融集团有限责任公司 | 1,256 | 6.53 | 107 | 27.71 | ||||
2025-08-15 | 13F | 同心资本策略有限合伙人 | 104,668 | 120.89 | 8,909 | 164.91 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 1,110,809 | 236.46 | 78,856 | 239.34 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 2,191,985 | 2.38 | 186,582 | 22.76 | ||||
2025-06-25 | NP | EIVAX - 富国银行经典价值基金(原名富国银行内在价值基金)A 类 | 766,215 | 17.61 | 52,394 | -1.23 | ||||
2025-08-14 | 13F | 萨尔茨豪尔·迈克尔 | Call | 499,900 | 5,902 | |||||
2025-08-11 | 13F | 埃勒昆资本有限责任公司 | Put | 4,000 | 340 | |||||
2025-07-23 | 13F | 理查森资本管理有限责任公司 | 140 | 12 | ||||||
2025-08-11 | 13F | 埃勒昆资本有限责任公司 | 1,690 | 144 | ||||||
2025-08-01 | 13F | ACR Alpine 资本研究有限责任公司 | 5,695,946 | 10.01 | 484,839 | 31.91 | ||||
2025-08-14 | 13F | 法国巴黎银行 | 20,459 | 2.93 | 1,746 | 23.50 | ||||
2025-08-05 | 13F | 百富勤资产顾问公司 | 2,696 | 229 | ||||||
2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,924 | 43.36 | 2,932 | 35.07 | ||||
2025-08-14 | 13F | Xponance公司 | 313,097 | 13.88 | 26,651 | 36.55 | ||||
2025-08-12 | 13F | 卡尔顿联合公司 | 5,749 | 5.68 | 489 | 26.68 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 592,992 | 5.94 | 50,475 | 27.02 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 4,831 | 13.32 | 411 | 36.09 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 93,532 | 36.06 | 7,961 | 63.17 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 18,554 | 495.06 | 1,317 | 506.91 | ||||
2025-07-09 | 13F | 米拉多资本合伙公司 | 36,649 | 17.51 | 3,120 | 40.94 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 918,434 | 10.40 | 78,177 | 32.38 | ||||
2025-08-21 | NP | TIBAX - Thornburg Investment Income Builder 基金 - A 类 | 6,986,967 | 3.40 | 594,731 | 23.99 | ||||
2025-07-15 | 13F | 视线财富顾问有限责任公司 | 4,937 | 0.63 | 420 | 20.69 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 5,070 | 16.79 | 432 | 39.94 | ||||
2025-06-27 | NP | RCGE-RockCreek全球平等ETF | 4,904 | 335 | ||||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 9,101 | 36.12 | 775 | 63.29 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | 594,431 | 93.12 | 50,598 | 131.55 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 78 | 7 | ||||||
2025-07-22 | 13F | 铁马财富管理有限公司 | 1,580 | 1,875.00 | 134 | 2,580.00 | ||||
2025-08-11 | 13F | 先锋集团公司 | 165,851,890 | 0.70 | 14,117,313 | 20.74 | ||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 59,322 | 0.27 | 5,049 | 20.22 | ||||
2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 164 | 100.00 | 11 | 83.33 | ||||
2025-07-29 | NP | BPLSX - Boston Partners 机构多头/空头股票基金 | 12,030 | 1.22 | 906 | -4.63 | ||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 388,964 | 0.40 | 33,109 | 20.39 | ||||
2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 2,775 | 236 | ||||||
2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 19,500 | 32.65 | 1,660 | 59.06 | ||||
2025-07-09 | 13F | 派恩斯财富管理有限公司 | 7,263 | 27.96 | 644 | 93.39 | ||||
2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 5,700 | 39.02 | 485 | 66.67 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 股权收益账户 1 类 | 118,294 | 5.70 | 10,069 | 26.75 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:B1 系列 | 1,814 | 154 | ||||||
2025-07-28 | 13F | 里索尔兹财富管理 | 90,470 | 27.69 | 7,701 | 53.11 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. 等 | 57,572 | 12.17 | 4,901 | 34.50 | ||||
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 | 97 | 7 | ||||||
2025-07-25 | 13F | 航点财富顾问 | 3,704 | 11.03 | 315 | 33.47 | ||||
2025-08-12 | 13F | Meridian 财富顾问有限责任公司 | 2,512 | 214 | ||||||
2025-07-22 | 13F | 邓肯·威廉姆斯资产管理有限责任公司 | 3,351 | 285 | ||||||
2025-07-31 | 13F | BIP 财富有限责任公司 | 3,589 | 21.05 | 306 | 45.24 | ||||
2025-08-15 | 13F | 海耶克卡伦投资管理公司 | 19,371 | 24.70 | 2 | 0.00 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 27,862 | 4.37 | 2,372 | 25.12 | ||||
2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 6,598 | 109.59 | 562 | 151.57 | ||||
2025-07-22 | 13F | 格莱姆斯公司 | 3,466 | 3.96 | 295 | 25.00 | ||||
2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 1,943 | 1.09 | 133 | -15.38 | ||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 22,042 | 138.03 | 1,876 | 185.54 | ||||
2025-08-06 | 13F | 荷兰集团 | 90,329 | 7.28 | 7,689 | 28.63 | ||||
2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 1,808 | 1.46 | 124 | -15.17 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 86,529 | 15.68 | 7 | 40.00 | ||||
2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 2,979,421 | 1.88 | 253,608 | 22.16 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 27 | 125.00 | 2 | |||||
2025-06-26 | NP | TBLRX - 泛美平衡 II R | 2,395 | 17.69 | 164 | -1.21 | ||||
2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 11,077 | 36.25 | 943 | 63.26 | ||||
2025-08-08 | 13F | MTM 投资管理有限责任公司 | 510 | 43 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 93,967 | 6,425 | ||||||
2025-07-25 | 13F | 理查森金融服务公司 | 2,270 | 6.07 | 196 | 29.14 | ||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 180,139 | 13.66 | 15 | 36.36 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Put | 1,303,800 | 27.00 | 110,979 | 52.28 | |||
2025-07-28 | 13F | 双树管理有限公司 | Call | 1,494,800 | 55.47 | 127,237 | 86.41 | |||
2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 1,545 | 21.08 | 132 | 45.56 | ||||
2025-07-28 | 13F | 双树管理有限公司 | 49,444 | 4,209 | ||||||
2025-08-14 | 13F | 瑞银集团 | Call | 3,129,811 | 26.25 | 266,410 | 51.38 | |||
2025-07-25 | 13F | 养老金保障基金委员会 | 12,000 | 1,021 | ||||||
2025-07-02 | 13F | 沃勒财务规划集团公司 | 2,420 | 206 | ||||||
2025-08-14 | 13F | 水手有限责任公司 | 427,239 | 4.09 | 36,364 | 24.80 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 1,414,500 | 1.92 | 119,356 | 22.28 | |||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 22,072 | 3.22 | 1,879 | 27.58 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 228,305 | 15,611 | ||||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 328,819 | 79.83 | 27,746 | 115.75 | ||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 21,177 | 32.72 | 1,803 | 59.19 | ||||
2025-07-17 | 13F | 正佳资产管理有限公司 | 9,820 | 0.29 | 1 | |||||
2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 5,161 | 0.66 | 439 | 20.94 | ||||
2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 85,061 | 0.36 | 7,240 | 20.35 | ||||
2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 2,369 | 202 | ||||||
2025-08-14 | 13F | Sagard 控股管理公司 | 1,100 | 94 | ||||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 47,519 | 39.38 | 4,045 | 67.11 | ||||
2025-07-31 | 13F | R平方有限公司 | 8,382 | 150.21 | 713 | 200.84 | ||||
2025-08-07 | 13F | Clarity 财富顾问有限责任公司 | 82,105 | 1.59 | 6,989 | 21.81 | ||||
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 | 257,157 | 15.98 | 19,369 | 9.26 | ||||
2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 526,010 | 0.05 | 44,774 | 19.97 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 92,573 | 3.56 | 7,880 | 24.18 | ||||
2025-07-23 | 13F | 国民国家银行信托部 | 17,872 | 3.89 | 1,521 | 24.57 | ||||
2025-08-14 | 13F | 农林中金银行 | 103,127 | 4.44 | 8,778 | 25.24 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 1,623,949 | 56.27 | 117,758 | 72.43 | ||||
2025-08-11 | 13F | 布里杰管理有限公司 | 88,950 | 7,571 | ||||||
2025-08-13 | 13F | 安盟资产管理公司 | 448,874 | 7.70 | 37,876 | 29.21 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 22,201 | 13.49 | 1,518 | -4.65 | ||||
2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Call | 91,000 | 4.60 | 7,746 | 25.40 | |||
2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 2,154 | 14.15 | 162 | 8.00 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 3,308 | 8.32 | 249 | 2.05 | ||||
2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 4,893 | 22.11 | 416 | 46.48 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 1,870,211 | 3.87 | 159,192 | 24.54 | ||||
2025-08-13 | 13F | 资本研究全球投资者 | 4,551,015 | 19.83 | 387,382 | 43.68 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 82,100 | 73.57 | 6,988 | 108.16 | |||
2025-07-30 | 13F | IMG 财富管理有限公司 | 67 | 6 | ||||||
2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 794,507 | 1.76 | 54,328 | -14.55 | ||||
2025-08-14 | 13F | 家族管理公司 | 90,138 | 2.44 | 7,673 | 22.83 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 5,013 | 2.24 | 427 | 22.41 | ||||
2025-07-28 | 13F | 资本管理公司/弗吉尼亚州 | 136,546 | 19.87 | 11,623 | 43.73 | ||||
2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 64,465 | 6.77 | 4,856 | 0.60 | ||||
2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 255 | 32.12 | 22 | 61.54 | ||||
2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 508,695 | 0.22 | 34,785 | -15.84 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 29,566 | 16.75 | 2,227 | 9.98 | ||||
2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 3,332 | 11.59 | 284 | 34.12 | ||||
2025-08-14 | 13F | 城堡胡克合伙公司 | Call | 5,000,000 | 425,600 | |||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 2,294,955 | 13.88 | 197,986 | 39.28 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 237,074 | 261.62 | 20,180 | 333.68 | ||||
2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,313 | 29.02 | 637 | 8.35 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 1,255 | 120 | ||||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | -204 | 183.33 | ||||||
2025-07-16 | 13F | Processus 财富与资本管理有限责任公司 | 35,895 | 0.10 | 3,055 | 20.04 | ||||
2025-07-28 | 13F | IFG 顾问有限责任公司 | 6,198 | 8.49 | 528 | 30.12 | ||||
2025-07-31 | 13F | 阿尔钛全球公司 | 6,394 | 8.82 | 545 | 30.70 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 5,329 | 454 | ||||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 253,286 | 205.41 | 22 | 320.00 | ||||
2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 318,588 | 2.40 | 27,118 | 22.78 | ||||
2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 21,487 | 3.05 | 1,469 | -13.44 | ||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 137 | 0.74 | 12 | 22.22 | ||||
2025-04-29 | 13F | 佩森公司 | 2,583 | 2.79 | 183 | 3.98 | ||||
2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 10,170 | 2.60 | 866 | 23.04 | ||||
2025-08-12 | 13F | 普罗维登斯财富顾问有限责任公司 | 2,275 | 209 | ||||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 1,157,831 | 1.76 | 98,555 | 22.01 | ||||
2025-08-14 | 13F | 城堡胡克合伙公司 | 5,400,953 | 79.56 | 459,729 | 115.30 | ||||
2025-07-23 | 13F | 普拉萨德财富合伙人有限责任公司 | 14,927 | 0.18 | 1,271 | 20.15 | ||||
2025-07-21 | 13F | 巴雷特公司 | 279 | 5.68 | 24 | 27.78 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 7,418 | 4.77 | 507 | -11.98 | ||||
2025-07-03 | 13F | 阿维斯特投资公司 | 5,564 | 474 | ||||||
2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 10,752 | 2.72 | 915 | 23.15 | ||||
2025-08-05 | 13F | 桥水顾问公司 | 9,025 | 29.30 | 853 | 77.50 | ||||
2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 291,050 | 2.85 | 24,774 | 23.33 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 33,169 | 0.26 | 2,823 | 20.23 | ||||
2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 126,610 | 10.31 | 10,777 | 32.27 | ||||
2025-08-13 | 13F | 埃尔格森资本管理公司 | 172,895 | 2.00 | 14,717 | 22.30 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 67,682 | 0.62 | 5,761 | 20.65 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 5,757 | 4.01 | 490 | 25.00 | ||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 733 | 21.96 | 52 | 23.81 | ||||
2025-08-08 | 13F | 维斯特科公司 | 86,236 | 18.02 | 7 | 40.00 | ||||
2025-08-08 | 13F | 安联保险 | 141,262 | 0.41 | 12,024 | 20.40 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 1,493 | 29.38 | 0 | |||||
2025-08-14 | 13F | 原资本有限责任公司 | 750 | 64 | ||||||
2025-08-18 | 13F | 老北州信托有限责任公司 | 5,223 | 8.95 | 0 | |||||
2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 949,320 | 0.46 | 71,503 | -5.35 | ||||
2025-07-21 | 13F | 乐凯资产管理有限公司 | 8,377 | 713 | ||||||
2025-08-04 | 13F | 资产标记公司 | 187,236 | 29.78 | 15,937 | 55.60 | ||||
2025-08-14 | 13F | Point72 亚洲(新加坡)私人有限公司有限公司 | 9,212 | 784 | ||||||
2025-08-22 | 13F | 卡特金融集团有限公司 | 2,759 | 235 | ||||||
2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 163,714 | 9.58 | 11,195 | -7.98 | ||||
2025-08-08 | 13F | IMA 财富公司 | 43,308 | 4.68 | 3,686 | 25.54 | ||||
2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 10,027 | 0.09 | 853 | 19.97 | ||||
2025-08-12 | 13F | 科瓦有限公司 | 7,019 | 2.09 | 597 | 22.34 | ||||
2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,130 | 2.74 | 607 | 23.17 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 28,725 | 162.83 | 2,445 | 215.48 | ||||
2025-08-07 | 13F | 肯彭资本管理公司 | 2,942,269 | 1.28 | 250,446 | 21.44 | ||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 36,358 | 7.10 | 3,095 | 28.38 | ||||
2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 129,449 | 6.74 | 9,750 | 0.57 | ||||
2025-07-30 | 13F | 达戴维森公司 | 84,853 | 7.73 | 7,223 | 29.17 | ||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 7,567 | 33.27 | 644 | 59.80 | ||||
2025-08-08 | 13F | 咨询资源组 | 69,784 | 4.14 | 5,940 | 24.89 | ||||
2025-07-09 | 13F | 生活方式资产管理公司 | 3,778 | 5.53 | 322 | 26.38 | ||||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 34,509 | 0.21 | 2,937 | 20.17 | ||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 32,161,457 | 3.17 | 2,737,583 | 23.71 | ||||
2025-04-29 | 13F | 卡兰资本有限责任公司 | 6,747 | 8.04 | 479 | 9.11 | ||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 95,696 | 14.07 | 7,208 | 7.47 | ||||
2025-07-17 | 13F | 一财富顾问有限责任公司 | 7,716 | 19.52 | 657 | 43.23 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 16,930 | 1.93 | 1,441 | 22.22 | ||||
2025-08-14 | 13F | 频谱金融联盟有限公司 | 615,678 | 0.44 | 56,833 | 30.61 | ||||
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 | 750,814 | 7.37 | 56,551 | 1.16 | ||||
2025-08-14 | 13F | FIL有限公司 | 14,761 | 130.82 | 1,256 | 177.26 | ||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 25,790 | 2.68 | 2,195 | 23.11 | ||||
2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 3,753 | 11.23 | 266 | 12.24 | ||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 33,198 | 36.79 | 2,826 | 64.05 | ||||
2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 60,470 | 15.01 | 4,555 | 8.35 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 8,600 | 7.54 | 732 | 29.10 | ||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 6,505 | 9.27 | 554 | 31.04 | ||||
2025-07-22 | 13F | MBL 财富有限责任公司 | 3,719 | 6.84 | 317 | 27.94 | ||||
2025-08-14 | 13F | 赫罗德顾问公司 | 10,561 | 3.18 | 899 | 23.69 | ||||
2025-07-14 | 13F | 金州股权合伙人 | 21,634 | 0.57 | 1,842 | 20.56 | ||||
2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 2,839 | 242 | ||||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 32,972 | 447.34 | 2,807 | 557.14 | ||||
2025-07-28 | 13F | 纳维特财富有限责任公司 | 37,348 | 1.87 | 3,179 | 23.31 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 44 | 91.30 | 4 | 200.00 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 131,994 | 0.27 | 11,235 | 20.24 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 59,386 | 32.91 | 5,055 | 60.70 | ||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 30,586 | 3.35 | 2,603 | 23.89 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 243,459 | 6.44 | 20,723 | 27.63 | ||||
2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 7,368 | 627 | ||||||
2025-08-14 | 13F | 佛罗里达财务顾问有限公司 | 2,582 | 224 | ||||||
2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 562 | 13.31 | 46 | 45.16 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 14 | 1 | ||||||
2025-05-27 | NP | BLACKROCK BOND FUND, INC. - 贝莱德可持续总回报基金 K 级 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 | 33 | 2 | ||||||
2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 8,859 | 91.22 | 667 | 80.27 | ||||
2025-07-09 | 13F | 捷克国家银行 | 456,540 | 5.89 | 38,861 | 26.97 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 161,293 | 52.14 | 13,729 | 82.42 | ||||
2025-08-18 | 13F | 雷克斯福德资本公司 | 5,646 | 481 | ||||||
2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 11,232 | 18.76 | 978 | 45.75 | ||||
2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 15,257,010 | 0.13 | 1,298,677 | 20.05 | ||||
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 | 182,071 | 1.43 | 15,498 | 21.62 | ||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 120,621 | 0.18 | 10,267 | 20.12 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 5,301,500 | 36.99 | 451,264 | 64.25 | |||
2025-07-08 | 13F | 上升顾问有限责任公司 | 8,096 | 644.12 | 689 | 794.81 | ||||
2025-07-10 | 13F | 安全资产管理有限责任公司 | 3,290 | 3.72 | 280 | 24.44 | ||||
2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 171,146 | 33.52 | 11,703 | 12.12 | ||||
2025-08-25 | NP | MFVAX - 万通互惠理财精选股票机会基金 A 类 | 33,000 | 2,809 | ||||||
2025-08-29 | NP | Harris Oakmark ETF Trust - Oakmark 美国大盘股 ETF | 292,333 | 208.34 | 24,883 | 269.73 | ||||
2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 827 | 67.75 | 70 | 105.88 | ||||
2025-08-01 | 13F | 奥斯曼资本公司 | 40,958 | 117.12 | 3,486 | 160.34 | ||||
2025-07-10 | 13F | YHB 投资顾问公司 | 29,524 | 0.00 | 2,513 | 19.95 | ||||
2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 8,857 | 2.90 | 754 | 23.44 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | Put | 12,800 | 26.73 | 4 | -87.50 | |||
2025-08-08 | 13F | 贝拉德公司 | 64,354 | 0.26 | 5,478 | 20.22 | ||||
2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 8,301 | 51.01 | 568 | 26.85 | ||||
2025-06-26 | NP | LSVMX - LSV 美国管理波动性基金机构类别股票 | 2,800 | 191 | ||||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 706 | 25.62 | 60 | 53.85 | ||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 294,001 | 36.53 | 25,025 | 63.71 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 6,500 | 553 | |||||
2025-05-01 | 13F | 谢克特投资顾问有限公司 | 23,615 | 1.00 | 1,676 | 1.88 | ||||
2025-07-25 | 13F | Pzena 投资管理有限公司 | 13,574,700 | 1.82 | 1,155,478 | 22.09 | ||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 27,801 | 1.98 | 2,366 | 22.27 | ||||
2025-08-07 | 13F | 中西部信托公司 | 3,591 | 306 | ||||||
2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 18,218 | 22.91 | 1,551 | 47.34 | ||||
2025-08-15 | 13F | Audent 全球资产管理有限责任公司 | 8,281 | 147.19 | 705 | 197.05 | ||||
2025-07-15 | 13F | 统一投资管理 | 6,896 | 2.59 | 587 | 22.85 | ||||
2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 14,437 | 0.01 | 1,229 | 19.92 | ||||
2025-08-14 | 13F | 帕资本管理公司 | Put | 10,000 | 851 | |||||
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 | 172,457 | 243.28 | 11,793 | 261.83 | ||||
2025-08-14 | 13F | 683 资本管理公司 | Put | 100,000 | 8,512 | |||||
2025-08-08 | 13F | 融合资本有限责任公司 | 18,418 | 11.62 | 1,568 | 33.82 | ||||
2025-08-14 | 13F | 683 资本管理公司 | 50,000 | 4,256 | ||||||
2025-08-08 | 13F | Geode资本管理有限公司 | 42,957,190 | 0.97 | 3,645,084 | 20.91 | ||||
2025-08-12 | 13F | Agp Franklin 有限责任公司 | 35,600 | 1.29 | 3,030 | 34.01 | ||||
2025-08-29 | NP | NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund 零售类别股票 | 23,000 | 15.00 | 1,958 | 37.91 | ||||
2025-08-14 | 13F | 天鹅资本有限责任公司 | 249 | 36.07 | 21 | 75.00 | ||||
2025-08-13 | 13F | Transce3nd有限责任公司 | 8,848 | 6.15 | 754 | 27.63 | ||||
2025-06-18 | NP | HULIX - Huber Capital 股票收益基金投资者类别 | 259,268 | 15.61 | 17,729 | -2.92 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 1,663,132 | 3.99 | 113,725 | -12.68 | ||||
2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 13,000 | 1.56 | 1,107 | 21.81 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 291,123 | 10.03 | 24,780 | 31.93 | ||||
2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 288,013 | 8.38 | 25 | 33.33 | ||||
2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 35,509 | 1.50 | 3,023 | 21.71 | ||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 13,212 | 23.75 | 1,125 | 48.48 | ||||
2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 3,602 | 307 | ||||||
2025-08-01 | 13F | 梅希尔资本有限责任公司 | 5,597 | 3.76 | 476 | 24.61 | ||||
2025-08-26 | NP | IGHSX - Voya 全球股票投资组合 S 级 | 36,452 | 6.05 | 3,103 | 27.13 | ||||
2025-07-29 | 13F | 杜蒙和布莱克投资顾问有限公司 | 8,172 | 0.91 | 696 | 21.08 | ||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 12,487 | 3.11 | 1,063 | 23.63 | ||||
2025-08-07 | 13F | 奥特曼顾问公司 | 30,979 | 0.41 | 2,673 | 26.70 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 3,010,919 | 0.13 | 256,289 | 20.06 | ||||
2025-08-14 | 13F | 卡恩兄弟集团公司 /de/ | 886,688 | 1.13 | 75,475 | 21.26 | ||||
2025-07-23 | 13F | 海山金融集团公司 | 4,680 | 398 | ||||||
2025-08-08 | 13F | 哈特兰有限公司 | 47,285 | 1.05 | 4,025 | 21.13 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 400,276 | 49.03 | 33,775 | 78.81 | ||||
2025-08-15 | 13F | 第一中心咨询公司 | 4,995 | 10.95 | 425 | 33.23 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 18,740 | 264.24 | 1,595 | 336.99 | ||||
2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 188,511 | 6.73 | 14,199 | 0.55 | ||||
2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 10,206 | 11.42 | 869 | 33.54 | ||||
2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 2,572 | 219 | ||||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 37,155 | 5.35 | 3,163 | 26.33 | ||||
2025-07-17 | 13F | 格里森集团公司 | 10,759 | 0.76 | 916 | 20.71 | ||||
2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 16,599 | 4.94 | 1,413 | 25.85 | ||||
2025-08-14 | 13F | 公共投资基金 | Call | 735,100 | 62,572 | |||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 237,867 | 1,516.16 | 20,247 | 1,839.37 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 496,361 | 42,250 | ||||||
2025-06-27 | NP | POSKX - PRIMECAP Odyssey 股票基金 | 444,300 | 3.76 | 30,381 | -12.87 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 995,346 | 7.53 | 84,724 | 28.94 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 32,290,532 | 2.15 | 2,748,571 | 22.48 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 18,357 | 3.36 | 1,563 | 23.97 | ||||
2025-07-14 | 13F | 怀特纳资本管理公司 | 3,857 | 2.17 | 328 | 22.39 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 77,688 | 12.76 | 6,613 | 35.21 | ||||
2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 67,256 | 11.57 | 5,066 | 5.10 | ||||
2025-07-17 | 13F | 芝加哥资本有限责任公司 | 3,369 | 14.63 | 287 | 37.50 | ||||
2025-08-07 | 13F | 鼎石金融服务 | 2,543 | 216 | ||||||
2025-07-25 | 13F | 霍布斯集团顾问有限责任公司 | 13,157 | 2.56 | 1,120 | 22.97 | ||||
2025-08-13 | 13F | F/M 投资有限责任公司 | 85,596 | 1.67 | 7,284 | 21.91 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 10,572 | 2.75 | 901 | 23.29 | ||||
2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 138 | 32.69 | 11 | 83.33 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 192,160 | 11.75 | 16,357 | 33.99 | ||||
2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 10,185 | 269.69 | 867 | 344.10 | ||||
2025-08-29 | NP | BASV - 布朗咨询可持续价值ETF | 38,007 | 3,235 | ||||||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 2,672 | 29.46 | 201 | 21.82 | ||||
2025-03-31 | 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 | 105,059 | 58.24 | 8,555 | 100.80 | ||||
2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 2,826 | 248 | ||||||
2025-07-22 | 13F | 简单财富有限责任公司 | 9,260 | 185.89 | 788 | 244.10 | ||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 37,890 | 72.42 | 3,225 | 106.73 | ||||
2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,027,697 | 2.29 | 172,598 | 22.65 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 31,542 | 4.25 | 2,685 | 25.01 | ||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 66,237 | 6.65 | 5,638 | 27.90 | ||||
2025-08-14 | 13F | 大使顾问有限责任公司 | 4,945 | 0.10 | 421 | 20.00 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 11,963 | 93.29 | 1,018 | 131.89 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 279,561 | 5.43 | 23,796 | 26.41 | ||||
2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 58,371 | 10.58 | 4,969 | 32.59 | ||||
2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 47,094 | 7.28 | 4,009 | 28.63 | ||||
2025-07-11 | 13F | 托马斯维尔国家银行 | 45,672 | 0.77 | 3,888 | 20.83 | ||||
2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 21,722 | 2.08 | 1,849 | 22.38 | ||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 1,352 | 1.81 | 115 | 22.34 | ||||
2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 4,236 | 87.68 | 361 | 125.00 | ||||
2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 404,330 | 5.17 | 34,417 | 26.10 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam Focused Equity Fund A 类 | 238,220 | 3.56 | 17,943 | -2.44 | ||||
2025-07-22 | 13F | 智者投资顾问有限公司 | 2,450 | 209 | ||||||
2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 78,202 | 1.78 | 6,657 | 22.04 | ||||
2025-05-15 | 13F | 国家财富管理集团有限责任公司 | 8,310 | 590 | ||||||
2025-08-08 | 13F | 雪松财富管理有限责任公司 | 49 | 4 | ||||||
2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 327 | 0.62 | 28 | 17.39 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 298,669 | 5.94 | 21,203 | 6.84 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 1,003,177 | 0.76 | 75,559 | -5.07 | ||||
2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 3,225 | 11.05 | 275 | 33.01 | ||||
2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 97,874 | 4.32 | 8,331 | 25.09 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 1,575,805 | 7.15 | 134,133 | 30.51 | ||||
2025-08-13 | 13F | 科普利金融集团有限公司 | 2,507 | 213 | ||||||
2025-07-17 | 13F | 斯科特与塞尔伯公司 | 81,493 | 1.08 | 7 | 20.00 | ||||
2025-08-14 | 13F | 马斯特斯资本管理有限公司 | Call | 2,100,000 | 5.00 | 178,752 | 25.90 | |||
2025-07-29 | 13F | 联合银行 | 11,415 | 972 | ||||||
2025-08-14 | 13F | IHT 财富管理有限责任公司 | 37,859 | 52.25 | 3,223 | 82.55 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 银行基金可变年金 | 3,136 | 66.28 | 267 | 100.00 | ||||
2025-07-29 | NP | FFND - 未来基金主动型 ETF | 10,364 | 18.18 | 781 | 11.27 | ||||
2025-08-14 | 13F | 长焦点资本管理有限公司 | 99,640 | 5.28 | 8,481 | 26.24 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 31,094 | 48.26 | 2,647 | 77.82 | ||||
2025-07-24 | 13F | 纪念碑资本管理公司 | 5,979 | 63.67 | 509 | 96.14 | ||||
2025-08-14 | 13F | BTG Pactual SA 银行 | 125,246 | 56.31 | 10,661 | 87.41 | ||||
2025-07-14 | 13F | Proathlete 财富管理有限公司 | 7,619 | 0.57 | 650 | 20.63 | ||||
2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 2,443 | 208 | ||||||
2025-08-14 | 13F | 原子投资者有限合伙人 | 5,883 | 501 | ||||||
2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 73,663 | 14.68 | 6,270 | 37.53 | ||||
2025-07-28 | 13F | 埃德姆普公司 | 9,698 | 3.51 | 825 | 24.06 | ||||
2025-08-06 | 13F | Wsfs 资本管理有限公司 | 8,953 | 4.63 | 762 | 25.54 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 20,063 | 5.56 | 1,708 | 26.54 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 38,359 | 24.93 | 3,265 | 51.09 | ||||
2025-07-24 | NP | DESRX - DWS ESG 核心股票基金 R 类 | 48,352 | 4.89 | 3,642 | -1.19 | ||||
2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 3,606 | 11.99 | 307 | 34.21 | ||||
2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 4,387 | 28.92 | 373 | 54.77 | ||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 94,334 | 6.46 | 8,030 | 27.65 | ||||
2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 33,879 | 4.93 | 2,552 | -1.16 | ||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 44,547 | 227.91 | 3,792 | 293.26 | ||||
2025-04-25 | NP | FIDJX - 富达 SAI 可持续部门基金 | 27,539 | 18.99 | 2,202 | 34.21 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 41,113 | 8.16 | 349,954 | 29.69 | |||
2025-08-08 | 13F | 菲埃拉资本公司 | 212,472 | 14.80 | 18,086 | 37.64 | ||||
2025-08-14 | 13F | 双山资本有限责任公司 | 5,344 | 455 | ||||||
2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 177,800 | 7.12 | 15,134 | 28.44 | ||||
2025-08-08 | 13F | 帕拉贡资本管理有限公司 | 18,303 | 27.34 | 1,558 | 52.65 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 7,987 | 11.49 | 1 | |||||
2025-08-13 | 13F | 全球前沿投资有限责任公司 | 0 | 0 | ||||||
2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 7,367 | 52.18 | 627 | 82.80 | ||||
2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 34,840 | 1.53 | 2,966 | 21.72 | ||||
2025-08-05 | 13F | 机械资本公司 | 29,898 | 2,545 | ||||||
2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 50,560 | 2.40 | 4,304 | 22.77 | ||||
2025-07-18 | 13F | 信托金融公司 | 349,123 | 2.14 | 29,717 | 22.47 | ||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 18,467 | 2.24 | 1,774 | 43.53 | ||||
2025-08-14 | 13F | 维德曼金融服务公司 | 15,771 | 0.98 | 1,342 | 21.12 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 21,561 | 39.26 | 1,835 | 66.97 | ||||
2025-08-08 | 13F | 纽约信托银行 | 2,667 | 227 | ||||||
2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 264,170 | 7.06 | 18,064 | -10.10 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 8,426 | 94.69 | 717 | 133.55 | ||||
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 | 41,708 | 5.03 | 3,550 | 25.98 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 21,776 | 31.79 | 1,854 | 58.11 | ||||
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 | 6,769 | 576 | ||||||
2025-08-13 | 13F | 资本国际有限公司/ca/ | 212,691 | 4.03 | 18,104 | 24.74 | ||||
2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 5,947 | 7.72 | 506 | 29.41 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc(d/b/a Bay Colony Advisors) | 7,788 | 70.49 | 663 | 106.23 | ||||
2025-08-11 | 13F | 忠利投资管理有限公司 | 48,379 | 6.59 | 4,112 | 27.62 | ||||
2025-08-06 | 13F | 森吉咨询小组 | 12,014 | 7.18 | 905 | 27.68 | ||||
2025-08-14 | 13F | 曼氏集团 | 2,363,646 | 20.49 | 201,194 | 44.48 | ||||
2025-08-06 | 13F | 范式资产管理有限公司 | 20,800 | 10.05 | 1,770 | 31.99 | ||||
2025-08-14 | 13F | 曼氏集团 | Call | 119,800 | 3.19 | 10,197 | 23.73 | |||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 331 | 24 | ||||||
2025-03-27 | NP | MSTGX - 晨星全球收益基金 | 19,166 | 1,561 | ||||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 108,213 | 2.02 | 9,211 | 22.32 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 643,642 | 342.94 | 54,787 | 431.13 | ||||
2025-08-19 | 13F | 开普投资咨询公司 | 1,243 | 10.69 | 106 | 32.91 | ||||
2025-08-01 | 13F | Envestnet资产管理公司 | 3,330,453 | 3.47 | 283,481 | 24.06 | ||||
2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 14,891 | 1,268 | ||||||
2025-06-25 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,820 | 26.30 | 1,629 | 6.06 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 1,318 | 8.03 | 112 | 30.23 | ||||
2025-07-18 | 13F | 布尔金资本管理有限公司 | 135,800 | 99.96 | 11,559 | 139.76 | ||||
2025-07-22 | 13F | Apexium 金融有限公司 | 4,229 | 4.78 | 360 | 25.52 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 309,600 | 148.67 | 26,353 | 198.18 | |||
2025-07-22 | 13F | 达文波特有限公司 | 1,111,707 | 0.69 | 94,423 | 20.75 | ||||
2025-07-08 | 13F | 利夫斯伯格财务咨询 | 59 | 5 | ||||||
2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 6,943 | 0.16 | 591 | 20.12 | ||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 163,330 | 4.06 | 11,169 | -12.62 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | 170,682 | 14,528 | ||||||
2025-07-22 | 13F | Gsa资本合伙公司 | 25,361 | 499.83 | 2 | |||||
2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 3,886 | 2.99 | 331 | 23.60 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 44,781 | 20.83 | 3,812 | 44.85 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 7,186 | 15.57 | 612 | 38.55 | ||||
2025-08-12 | 13F | 托克维尔资产管理公司 | 450,941 | 288.08 | 38,384 | 365.37 | ||||
2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 37,186 | 19.31 | 3,165 | 43.08 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 73,770 | 15.94 | 6,279 | 39.01 | ||||
2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 3,704 | 2.41 | 263 | 3.15 | ||||
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 | 1,885,243 | 2.13 | 141,997 | -3.79 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 735 | 55 | ||||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 40,062 | 11.49 | 3,388 | 33.87 | ||||
2025-08-13 | 13F | Algebris(英国)有限公司 | 612,696 | 9.64 | 52,070 | 41.79 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 243 | 21 | ||||||
2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 3,740 | 318 | ||||||
2025-08-14 | 13F | 中西一金融集团有限公司 | 24,117 | 0.03 | 2,053 | 19.93 | ||||
2025-07-15 | 13F | 聚焦财富管理公司 | 50,495 | 9.92 | 4,298 | 31.80 | ||||
2025-03-31 | 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 | 419,524 | 8.61 | 34,162 | 37.82 | ||||
2025-08-26 | NP | UDI - USCF 股息收入基金 | 1,071 | 9.51 | 91 | 31.88 | ||||
2025-07-24 | 13F | 利奥财富有限责任公司 | 10,771 | 39.34 | 917 | 67.15 | ||||
2025-08-14 | 13F | 尤利西斯管理有限责任公司 | Call | 20,000 | 1,702 | |||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 348,948 | 2.23 | 29,702 | 23.73 | ||||
2025-07-31 | 13F | 忠利投资基金公司 | 19,000 | 41.79 | 1,617 | 70.03 | ||||
2025-07-29 | 13F | 港口资产规划有限公司 | 1 | 0 | ||||||
2025-08-11 | 13F | 波林资本管理有限责任公司 | 62,917 | 0.48 | 5,355 | 20.47 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | Put | 776,500 | 46.23 | 66,096 | 75.34 | |||
2025-07-16 | 13F | 伊斯托弗投资顾问有限责任公司 | 99,484 | 0.02 | 8,468 | 19.94 | ||||
2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 3,319 | 0.24 | 282 | 20.00 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 8,178 | 6.97 | 559 | -10.13 | ||||
2025-07-15 | 13F | 北极星投资管理公司 | 7,144 | 4.75 | 608 | 25.62 | ||||
2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 3,115 | 265 | ||||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 133 | 11 | ||||||
2025-08-13 | 13F | 莫内科顾问有限责任公司 | 8,204 | 20.42 | 698 | 44.51 | ||||
2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 53,525 | 4,556 | ||||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 490,706 | 0.59 | 41,769 | 20.61 | ||||
2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 15,734 | 13.73 | 1,339 | 36.35 | ||||
2025-08-14 | 13F | 北礁资本管理有限公司 | 450,000 | 38,304 | ||||||
2025-08-19 | 13F | 国家资产管理公司 | Call | 865 | 74 | |||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 6,117 | 62.51 | 521 | 94.76 | ||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 8,357 | 7.13 | 711 | 28.57 | ||||
2025-05-27 | NP | BlackRock Variable Series Funds II, Inc. - BlackRock Total Return 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 | 657 | 47 | ||||||
2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 8,427 | 11.31 | 717 | 33.52 | ||||
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 | 4,168 | 3.66 | 355 | 24.21 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 2,189 | 40.59 | 186 | 69.09 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 8,019 | 9.65 | 548 | -7.90 | ||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 12,872 | 10.94 | 1,096 | 33.05 | ||||
2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 90,743 | 10.57 | 7,724 | 32.60 | ||||
2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 3,968 | 6.30 | 338 | 27.17 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 2,312,253 | 12.62 | 196,819 | 35.04 | ||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 2,607 | 18.61 | 222 | 41.67 | ||||
2025-08-11 | 13F | 阿维索财富管理 | 6,921 | 17.42 | 589 | 40.91 | ||||
2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 23,949 | 7.75 | 1,638 | 13.52 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 1,328,085 | 32.39 | 113,047 | 58.74 | ||||
2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 297,200 | 21.36 | 25,298 | 45.51 | |||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 1,450 | 105 | ||||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 17,158 | 1.42 | 1,460 | 21.57 | ||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 6,302 | 20.59 | 536 | 44.47 | ||||
2025-08-13 | 13F | 吉布斯财富管理 | 13,856 | 1,179 | ||||||
2025-08-14 | 13F | 范埃克联合公司 | 99,318 | 0.17 | 8 | 14.29 | ||||
2025-08-15 | 13F | Binnacle投资公司 | 1,847 | 6.52 | 157 | 27.64 | ||||
2025-08-04 | 13F | 现场和主要银行 | 9,943 | 3.27 | 846 | 23.87 | ||||
2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 173,975 | 21.39 | 11,896 | 1.94 | ||||
2025-07-31 | 13F | ARGA 投资管理有限合伙人 | 503,238 | 4,188.35 | 42,836 | 5,042.26 | ||||
2025-08-04 | 13F | 西弗森斯特雷格公司 | 9,007 | 767 | ||||||
2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 299 | 9.12 | 25 | 31.58 | ||||
2025-06-26 | NP | DYNF - 贝莱德美国股票因子轮换 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,240,893 | 458.70 | 221,612 | 369.17 | ||||
2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 5,278 | 51.84 | 361 | 27.21 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 99,193 | 23.03 | 7,042 | 24.07 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 12,005 | 36.62 | 1,022 | 63.88 | ||||
2025-07-31 | 13F | 联合社区银行 | 3,638 | 0.86 | 310 | 20.70 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 73,590 | 17.95 | 6,264 | 41.41 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 62 | 210.00 | 5 | 400.00 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 934,602 | 4.17 | 79,553 | 24.90 | ||||
2025-08-11 | 13F | 其他财富有限责任公司 | 8,883 | 8.89 | 756 | 30.57 | ||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 17,902 | 1,524 | ||||||
2025-08-28 | NP | Elevation Series Trust - Opal股息收入ETF | 94,775 | 8,067 | ||||||
2025-08-12 | 13F | 艾根投资管理有限公司 | 38,856 | 80.31 | 3,307 | 116.29 | ||||
2025-07-21 | 13F | DHJJ财务顾问有限公司 | 414 | 157.14 | 35 | 218.18 | ||||
2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 197,345 | 16,798 | ||||||
2025-07-10 | 13F | 纳富尔顿银行 | 11,687 | 1.64 | 995 | 21.81 | ||||
2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 10,915 | 7.57 | 929 | 29.03 | ||||
2025-08-15 | 13F/A | 拉姆齐定量系统 | 800 | 68 | ||||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 45,955 | 3,912 | ||||||
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 | 39,978 | 1.66 | 2,734 | -14.65 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 4,239 | 361 | ||||||
2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 81 | 6 | ||||||
2025-07-22 | 13F | 资本顾问公司/ok | 4,129 | 1.05 | 351 | 21.03 | ||||
2025-08-05 | 13F | 卡梅尔资本管理有限责任公司 | 174,225 | 0.26 | 14,830 | 20.22 | ||||
2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 5,829 | 7.23 | 496 | 28.83 | ||||
2025-08-06 | 13F | Ethos金融集团有限责任公司 | 5,924 | 6.11 | 504 | 28.24 | ||||
2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 127 | 14.41 | 11 | 42.86 | ||||
2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 594 | 2,482.61 | 51 | 4,900.00 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 654,172 | 57.10 | 55,683 | 88.38 | ||||
2025-07-18 | 13F | Fmb财富管理 | 2,515 | 214 | ||||||
2025-08-28 | NP | SEIV - SEI 增强型美国大盘价值因子 ETF | 185,620 | 7.45 | 15,800 | 28.83 | ||||
2025-08-15 | 13F | 杜肯家族办公室有限责任公司 | 666,300 | 57 | ||||||
2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 1,650 | 230.00 | 140 | 300.00 | ||||
2025-08-13 | 13F | 费城信托公司 | 14,270 | 24.01 | 1 | |||||
2025-08-11 | 13F | 绝对投资投资有限公司。 | 15,000 | 1,277 | ||||||
2025-08-13 | 13F | 挪威银行 | 28,852,555 | 2,455,929 | ||||||
2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 1,635 | 2.83 | 112 | -13.95 | ||||
2025-08-11 | 13F | 真正的私人财富顾问 | 2,964 | 0.20 | 252 | 20.57 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 3,653,000 | 25.69 | 310,943 | 50.71 | |||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 18,916 | 7.03 | 1,610 | 28.39 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 6,678,700 | 0.42 | 568,491 | 20.41 | |||
2025-04-28 | NP | AGTHX - 美国 A 类成长基金 | 5,227,834 | 62.63 | 417,965 | 83.47 | ||||
2025-08-14 | 13F | LM 顾问有限责任公司 | 19,701 | 11.09 | 2 | 0.00 | ||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 305,131 | 12.60 | 25,973 | 19.46 | ||||
2025-05-28 | NP | JAVA - 摩根大通活跃价值 ETF | 335,012 | 17.03 | 23,783 | 18.03 | ||||
2025-08-22 | NP | DCUAX - DWS CROCI 美国基金 A 类 | 57,057 | 403.95 | 4,857 | 504.73 | ||||
2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 64,194 | 6.19 | 5,464 | 27.34 | ||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 22,892 | 28.08 | 1,949 | 53.63 | ||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 689,292 | 4.79 | 58,673 | 25.65 | ||||
2025-08-26 | NP | LST——Leuthold 精选行业 ETF | 3,102 | 20.00 | 264 | 44.26 | ||||
2025-07-16 | 13F | 布朗,莱尔/卡明斯公司 | 7,354 | 2.08 | 626 | 22.31 | ||||
2025-08-12 | 13F | 贝莱德公司 | Call | 1,684,800 | 20.87 | 143,410 | 44.93 | |||
2025-08-05 | 13F | 访问投资管理有限责任公司 | 118,652 | 3.18 | 10,100 | 24.77 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 65,979 | 1.07 | 5,616 | 21.19 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 171,960 | 59.08 | 12,094 | 80.84 | ||||
2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 134,184 | 103.11 | 11,422 | 143.57 | ||||
2025-07-23 | 13F | InTrack投资管理公司 | 22,119 | 32.14 | 1,883 | 58.42 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 7,332 | 0.10 | 624 | 20.00 | ||||
2025-08-13 | 13F | 领资本管理有限责任公司 | 39,956 | 0.43 | 3,401 | 20.43 | ||||
2025-07-16 | 13F | 肯尼迪投资集团 | 4,722 | 17.64 | 402 | 41.20 | ||||
2025-08-12 | 13F | MAI资本管理 | Call | 34 | 21.43 | |||||
2025-08-07 | 13F | W 顾问有限公司 | 2,612 | 222 | ||||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 36,184 | 3.60 | 3,080 | 24.20 | ||||
2025-08-12 | 13F | 北极星资产管理公司 | 6,893 | 42.65 | 587 | 70.85 | ||||
2025-08-04 | 13F | 惠伦财富管理公司 | 4,883 | 416 | ||||||
2025-07-08 | 13F | 博尔特伍德资本管理公司 | 3,445 | 293 | ||||||
2025-08-22 | NP | 基石战略价值基金公司 | 152,700 | 24.55 | 12,998 | 49.34 | ||||
2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 2,994 | 205 | ||||||
2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 1,072 | 89.40 | 81 | 77.78 | ||||
2025-08-14 | 13F | 三尾财富管理有限公司 | 2,200 | 203 | ||||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 11,832 | 9.78 | 1,007 | 31.63 | ||||
2025-08-12 | 13F | 福国相互人寿保险公司 | 104,456 | 952.14 | 8,891 | 1,162.93 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | 41,425 | 2,941 | ||||||
2025-08-08 | 13F | 联合资产策略公司 | 131,495 | 0.63 | 11,193 | 20.66 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 237,000 | 37.31 | 16,825 | 38.48 | |||
2025-07-29 | NP | SPHB - Invesco S&P 500 高 Beta ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,137 | 37.70 | 3,098 | 29.73 | ||||
2025-08-14 | 13F | 人类投资有限责任公司 | 9,299 | 15.72 | 792 | 38.77 | ||||
2025-08-22 | NP | 基石总回报基金公司 | 60,300 | 58.27 | 5,133 | 89.79 | ||||
2025-08-14 | 13F | 阿万达投资管理私人有限公司有限公司 | Call | 186,500 | 15,875 | |||||
2025-07-29 | 13F | 马特森金融服务有限公司 | 4,067 | 346 | ||||||
2025-07-17 | 13F | LexAurum 顾问有限公司 | 5,453 | 5.39 | 464 | 26.43 | ||||
2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 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 | 11,403 | 5.20 | 780 | -11.68 | ||||
2025-08-13 | 13F | RW投资管理有限责任公司 | 2,783 | 237 | ||||||
2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 11,536 | 171.56 | 982 | 225.91 | ||||
2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 4,750 | 18.01 | 404 | 41.75 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 81,000 | 615.93 | 6,895 | 758.53 | ||||
2025-06-30 | NP | AIM 投资基金(INVESCO 投资基金)- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 5,605 | 2.23 | 383 | -14.13 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 223,725 | 16.03 | 15,298 | -2.56 | ||||
2025-08-08 | 13F | 平布鲁克资本管理有限公司 | Call | 154,000 | 13,108 | |||||
2025-08-06 | 13F | 双创资本管理公司 | 48,991 | 2.31 | 4,170 | 22.68 | ||||
2025-08-12 | 13F | 德意志银行\ | 7,850,987 | 18.15 | 668,276 | 41.67 | ||||
2025-08-13 | 13F | 奥默斯管理公司 | 126,424 | 0.40 | 10,761 | 20.38 | ||||
2025-08-13 | 13F | Peloton 财富策略师 | 32,650 | 53.29 | 3 | 100.00 | ||||
2025-07-28 | NP | SWP - SWP 增长与收入 ETF | 23,517 | 5.72 | 1,771 | -0.39 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 154,200 | 217.94 | 13,126 | 281.21 | |||
2025-07-31 | 13F | 奥本海默公司 | 393,283 | 30.52 | 33,476 | 56.50 | ||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 1,228 | 6.23 | 92 | 0.00 | ||||
2025-08-14 | 13F | 第一金融银行股份公司 | 669,999 | 0.28 | 57,030 | 20.24 | ||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 12,480 | 4.51 | 1,062 | 25.38 | ||||
2025-08-25 | NP | ANWPX - 新视角基金A类 | 7,684,683 | 4.06 | 654,120 | 24.78 | ||||
2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 68,817 | 0.96 | 5,183 | -4.88 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 161,541 | 0.19 | 13,750 | 20.13 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 226 | 1,638.46 | 19 | |||||
2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 2,545 | 938.78 | 217 | 1,170.59 | ||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 47,220 | 4.89 | 4,019 | 25.79 | ||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 240,100 | 220.56 | 20,437 | 284.37 | |||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 5,923 | 504 | ||||||
2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 77,246 | 32.27 | 5,282 | 11.08 | ||||
2025-08-13 | 13F | WCG 财富顾问有限责任公司 | 13,471 | 21.73 | 1,147 | 45.99 | ||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 75,900 | 120.64 | 6,461 | 164.54 | |||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 565,334 | 1.88 | 48,118 | 22.15 | ||||
2025-07-15 | 13F | 海湾资本顾问有限公司 | 4,558 | 0.07 | 388 | 20.12 | ||||
2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 255,026 | 21,708 | ||||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 66,954 | 11.03 | 5,043 | 4.58 | ||||
2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 31,634 | 0.17 | 2,693 | 20.12 | ||||
2025-04-25 | NP | FADAX - 富达顾问股息增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 124,300 | 18.49 | 9,938 | 33.67 | ||||
2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 3,085,496 | 63.29 | 262,637 | 95.80 | ||||
2025-08-14 | 13F | 斯塔利资本顾问公司 | 351,964 | 3.14 | 29,959 | 23.66 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 47,303 | 1.43 | 4,026 | 21.63 | ||||
2025-08-15 | 13F/A | 交响金融有限公司 | 3,396 | 286 | ||||||
2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 3,958 | 17.73 | 337 | 41.18 | ||||
2025-08-13 | 13F | 黑钻财富管理公司 | 2,422 | 209 | ||||||
2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 246,000 | 35.91 | 21 | 66.67 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 15,176,320 | 3.66 | 1,292,923 | 24.44 | ||||
2025-07-22 | 13F | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 150,000 | 194 | ||||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 195 | 37.32 | 17 | 60.00 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 156,523 | 11.91 | 13 | 44.44 | ||||
2025-08-13 | 13F | 财务自由有限责任公司 | 113 | 0.89 | 10 | 28.57 | ||||
2025-08-04 | 13F | ELCO管理有限公司 | 5,234 | 61.84 | 446 | 94.32 | ||||
2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 2 | 0 | ||||||
2025-07-29 | 13F | Riverbend 财富管理有限责任公司 | 15,138 | 11.05 | 1,289 | 33.20 | ||||
2025-08-25 | NP | MANNING & NAPIER FUND, INC. - Callodine 股票收益系列 I 类 | 50,000 | 100.00 | 4,256 | 139.91 | ||||
2025-07-30 | 13F | 道德公司 | 122,575 | 1.41 | 10,343 | 21.31 | ||||
2025-03-31 | 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 | 1,803,048 | 8.98 | 146,822 | 38.30 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 177,567 | 238.39 | 15,115 | 305.74 | ||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 10,175 | 6.31 | 972 | 43.15 | ||||
2025-08-08 | 13F | KBC 集团 | 2,273,435 | 52.95 | 194 | 83.81 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 3,824,041 | 31.87 | 325,502 | 58.12 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 13,787,100 | 1.67 | 1,173,558 | 21.91 | |||
2025-08-01 | 13F | 莫特科 | 317 | 8.93 | 30 | 45.00 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 330,708 | 1.24 | 22,614 | -14.99 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 4,334,407 | 47.40 | 368,945 | 76.74 | ||||
2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 4,700 | 82.52 | 400 | 119.78 | ||||
2025-07-21 | 13F | DMKC 咨询服务有限公司 | 19,838 | 0.66 | 1,847 | 31.95 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 11,801 | 58.68 | 1,004 | 90.51 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 32,009 | 2,725 | ||||||
2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 31,200 | 90.24 | 2,133 | 59.78 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 41,200 | 11.96 | 3,507 | 34.23 | |||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 9,400 | 800 | |||||
2025-03-31 | NP | FCLKX - 富达大盘股票 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 | 1,100 | 266.67 | 90 | 368.42 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 4,964,800 | 666.88 | 422,604 | 819.54 | |||
2025-07-30 | 13F | 杏财富有限责任公司 | 48,390 | 0.16 | 4,119 | 20.09 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | 488,628 | 41,592 | ||||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 218,296 | 23.15 | 18,425 | 47.73 | ||||
2025-07-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 116,464 | 1.98 | 9,913 | 22.29 | ||||
2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 263,975 | 106.49 | 22,470 | 147.59 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 338,615 | 5.12 | 28,823 | 26.04 | ||||
2025-08-12 | 13F | DnB 资产管理公司 | 1,689,437 | 15.54 | 143,805 | 38.54 | ||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 6,323 | 4.17 | 538 | 25.12 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | 2,971,882 | 35.99 | 252,967 | 63.06 | ||||
2025-07-08 | 13F | 梯度投资有限责任公司 | 28,194 | 512.25 | 2,400 | 635.89 | ||||
2025-06-23 | NP | PQIAX - 股票收益基金(原股票收益基金 I A 类) | 1,407,661 | 6.24 | 96,256 | -10.79 | ||||
2025-08-14 | 13F | Synovus金融公司 | 107,470 | 2.88 | 9,149 | 23.37 | ||||
2025-08-08 | 13F | Intrua 金融有限责任公司 | 9,323 | 15.56 | 794 | 38.64 | ||||
2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 20,952 | 1,783 | ||||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 1,018,504 | 8.99 | 76,714 | 2.68 | ||||
2025-07-30 | 13F | 布鲁姆资本管理公司 | 154,233 | 8.05 | 13,128 | 29.56 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 6,047 | 0.93 | 515 | 20.94 | ||||
2025-08-13 | 13F | ASB 咨询有限公司 | 8,261 | 12.75 | 703 | 35.19 | ||||
2025-07-30 | NP | EQTIX - 谢尔顿核心价值基金直接股票 | 150,800 | 4.65 | 11,358 | -1.41 | ||||
2025-08-13 | 13F | Vinva投资管理有限公司 | 140,626 | 41.13 | 11,866 | 69.34 | ||||
2025-08-11 | 13F | 特劳布资本管理有限公司 | 11,970 | 1,019 | ||||||
2025-07-17 | 13F | Tritonpoint 财富有限公司 | 4,885 | 11.20 | 416 | 33.44 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 1,578,843 | 36.22 | 134,391 | 63.33 | ||||
2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 1,148,124 | 66.17 | 97,728 | 99.24 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 411,162 | 0.36 | 30,969 | -5.46 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 380,856 | 5.85 | 33,790 | 32.29 | ||||
2025-04-25 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 44,371 | 34.61 | 3,547 | 51.84 | ||||
2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 7,366 | 7.11 | 627 | 28.48 | ||||
2025-08-27 | NP | FGIPX - 特拉华增长和收入基金机构类别 | 625,486 | 89.95 | 53,241 | 127.76 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 11,897 | 9.63 | 1,013 | 31.43 | ||||
2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 37,021 | 8.13 | 3,151 | 29.67 | ||||
2025-08-08 | 13F | 华尔街访问资产管理有限责任公司 | 7,133 | 0.01 | 607 | 19.96 | ||||
2025-06-25 | NP | CFLGX - ClearBridge 战术股息收入基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,200 | 9.64 | 3,501 | -7.92 | ||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 148,509 | 5.29 | 12,641 | 26.26 | ||||
2025-08-07 | 13F | LOM资产管理有限公司 | 300 | 0 | ||||||
2025-08-13 | 13F | 资本分析师公司 | 241,169 | 4.37 | 21 | 25.00 | ||||
2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 5,672 | 48.99 | 483 | 78.52 | ||||
2025-07-09 | 13F | Krilogy金融有限责任公司 | 12,976 | 20.58 | 1,105 | 44.69 | ||||
2025-07-18 | 13F | 必要资本管理有限责任公司 | 3,143 | 3.52 | 268 | 24.19 | ||||
2025-08-14 | 13F | 哈里斯联合有限合伙人 | 16,145,823 | 4.14 | 1,374,332 | 24.87 | ||||
2025-08-13 | 13F | 施罗德投资管理集团 | 1,167,365 | 11.97 | 99,366 | 34.26 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 31,217 | 1.82 | 2,657 | 22.10 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 35,567 | 1.39 | 3,027 | 21.57 | ||||
2025-07-22 | 13F | LGT集团基金会 | 291,192 | 3.06 | 24,786 | 23.58 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 501,873 | 7.48 | 34,318 | -9.74 | ||||
2025-07-17 | 13F | 斯巴达计划与财富管理 | 3,815 | 325 | ||||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 93 | 210.00 | 8 | 250.00 | ||||
2025-08-14 | 13F | 阳光地带证券公司 | 28,101 | 72.90 | 1,978 | 71.55 | ||||
2025-04-24 | 13F | 太平洋环球投资管理公司 | 20,694 | 19.08 | 1,469 | 20.11 | ||||
2025-07-22 | 13F | DB Root 有限公司 | 3,041 | 6.51 | 259 | 27.72 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 20,901 | 9.56 | 1,779 | 31.39 | ||||
2025-07-23 | 13F | 阿卡托资本管理有限责任公司 | 2,683 | 228 | ||||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 67 | 6 | ||||||
2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 4,231 | 360 | ||||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 121 | 10 | ||||||
2025-08-22 | 13F | Cim投资管理公司 | 12,614 | 99.65 | 981 | 118.75 | ||||
2025-07-14 | 13F | UMA 金融服务公司 | 545 | 21.38 | 46 | 48.39 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 58,610 | 2.52 | 4,989 | 22.92 | ||||
2025-05-09 | 13F | 北橡树财富管理公司 | Call | 71 | ||||||
2025-08-25 | 13F | 银湖财富管理有限公司 | 5,616 | 2.74 | 478 | 23.20 | ||||
2025-07-23 | 13F | 公平信托公司 | 40,093 | 3.49 | 3,413 | 24.07 | ||||
2025-07-09 | 13F | 太阳点有限责任公司 | 2,944 | 251 | ||||||
2025-08-29 | NP | MDLV - 摩根登普西大盘价值 ETF | 12,762 | 12.13 | 1,086 | 34.57 | ||||
2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 267,230 | 169.09 | 22,747 | 222.64 | ||||
2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 112 | 21.74 | 8 | 0.00 | ||||
2025-06-26 | NP | FDMLX - 富达系列内在机会基金 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 | 302,000 | 1.82 | 20,651 | -14.50 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 49,257 | 13.52 | 3,710 | 6.95 | ||||
2025-07-18 | 13F | 奥洛克公司 | 4,496 | 0.13 | 383 | 20.13 | ||||
2025-08-14 | 13F | 圆财富管理有限公司 | 2,379 | 202 | ||||||
2025-08-05 | 13F | 塔克雷斯特资本管理公司 | 2,514 | 214 | ||||||
2025-08-11 | 13F | 添马证券有限责任公司 | 4,044 | 2.02 | 344 | 22.42 | ||||
2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 12,094 | 1,029 | ||||||
2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 10,652 | 0.37 | 907 | 20.32 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 3,767 | 111.39 | 284 | 99.30 | ||||
2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 8 | 1 | ||||||
2025-08-28 | NP | RSINX - 胜利RS投资者基金A级 | 45,640 | 44.61 | 3,885 | 73.39 | ||||
2025-04-24 | 13F | 支点资产管理有限公司 | Put | 0 | 537 | |||||
2025-07-16 | 13F | 注册财务顾问有限责任公司 | 1,650 | 43.48 | 140 | 72.84 | ||||
2025-07-17 | 13F | 阿西奥资本有限责任公司 | 80,275 | 25.21 | 6,833 | 50.14 | ||||
2025-07-16 | 13F | 传奇财务顾问公司 | 61 | 5 | ||||||
2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 15,403 | 20.83 | 1,311 | 45.02 | ||||
2025-08-20 | NP | QCELX - AQR 大盘多风格基金 I 类 | 166,570 | 29.85 | 14,178 | 55.70 | ||||
2025-07-07 | 13F | RDA金融网络 | 3,940 | 3.41 | 335 | 24.07 | ||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 197,771 | 46.70 | 13,524 | 23.19 | ||||
2025-08-04 | 13F | 尖峰财富管理 | 17,851 | 122.39 | 1,519 | 166.96 | ||||
2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 20,043 | 1.49 | 2 | 0.00 | ||||
2025-08-07 | 13F | 霍斯金合伙人律师事务所 | 1,221,268 | 0.08 | 103,954 | 20.00 | ||||
2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 1,600 | 204.76 | 121 | 192.68 | ||||
2025-08-13 | 13F | 谢里登堡顾问有限公司 | 13,210 | 1.64 | 1,124 | 21.91 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 358,135 | 10.04 | 30,484 | 31.95 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 47,676 | 4.00 | 3,260 | -12.65 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 1,856,220 | 5.65 | 158 | 27.42 | ||||
2025-07-10 | 13F | 博钦信托公司 | 10 | 66.67 | 1 | |||||
2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 5,469 | 3.91 | 466 | 24.66 | ||||
2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 7,842 | 51.57 | 668 | 81.74 | ||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 11,816 | 6.34 | 1,006 | 27.54 | ||||
2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -18,704 | -1,592 | |||||
2025-07-29 | NP | Voya 全球优势及优质机会基金 | 11,648 | 0.42 | 877 | -5.39 | ||||
2025-06-27 | NP | VLLU-Harbor AlphaEdge 大盘价值 ETF | 238 | 54.55 | 16 | 33.33 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 115 | 125.49 | 10 | 200.00 | ||||
2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 51,488 | 9.32 | 4,383 | 31.08 | ||||
2025-07-30 | 13F | 克林曼联合有限责任公司 | 18,276 | 401.81 | 1,556 | 502.71 | ||||
2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 7,850 | 40.63 | 668 | 68.69 | ||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 48 | 3 | ||||||
2025-07-11 | 13F | 谢尔顿财富管理有限公司 | 15,388 | 7.96 | 1,310 | 29.48 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 2,318,230 | 7.93 | 198 | 29.61 | ||||
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 | 5,658 | 20.38 | 387 | 1.05 | ||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 7,201 | 8.94 | 613 | 30.49 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 8,063 | 1.87 | 551 | -14.44 | ||||
2025-07-22 | 13F | 勤奋投资者有限责任公司 | 2,680 | 228 | ||||||
2025-08-05 | 13F | 希尔斯银行信托公司 | 2,245 | 48.87 | 191 | 78.50 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 111,768 | 3.98 | 9,514 | 24.68 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 67,311 | 7.64 | 5,070 | 1.40 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 937,055 | 79,762 | ||||||
2025-07-29 | 13F | VELA 投资管理有限公司 | Put | 20,500 | 36.67 | 1,745 | 63.91 | |||
2025-08-14 | 13F | DRW 证券有限责任公司 | 87,000 | 1,980.34 | 7,405 | 2,401.69 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Call | 9,400 | 800 | |||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 14,100 | 1,200 | |||||
2025-08-29 | NP | NEFSX - Natixis 美国股票机会基金 A 类 | 354,100 | 9.26 | 30,141 | 31.00 | ||||
2025-08-12 | 13F | 基石财富管理有限责任公司 | 10,696 | 6.49 | 910 | 27.63 | ||||
2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 10,732 | 5.72 | 914 | 26.81 | ||||
2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 462,049 | 20.23 | 39,330 | 44.17 | ||||
2025-07-21 | 13F | Hgk资产管理公司 | 107,160 | 2.41 | 9,121 | 22.81 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 5,857 | 45.44 | 499 | 74.74 | ||||
2025-08-01 | 13F | 第一国民信托公司 | 19,345 | 0.52 | 1,647 | 20.50 | ||||
2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 6,567 | 7.80 | 559 | 29.17 | ||||
2025-07-01 | 13F | 凯拉资本合伙公司 | 7,713 | 110.45 | 657 | 152.31 | ||||
2025-07-08 | 13F | RMR 财富创造者 | 11,690 | 4.33 | 995 | 25.16 | ||||
2025-08-13 | 13F | StoneX集团公司 | 2,860 | 243 | ||||||
2025-08-07 | 13F | 第一达拉斯证券公司 | 28,363 | 72.06 | 2,414 | 106.32 |