机构和基金投资人持股 - 买家
在Salesforce 公司中开设新头寸的主要持有者包括 COWZ - Pacer 美国现金牛 100 ETF, TEPLX - Templeton Growth Fund, Inc. A 类, DIVO - Amplify CWP 增强型股息收入 ETF, 布兰迪万全球投资管理有限公司, Glenmede投资管理有限公司, 独木舟金融有限合伙人, Marex 集团, Marex 集团, 中西部信托公司, TILCX - T. Rowe Price 机构大盘价值基金, Tableaux 有限责任公司, 萨斯奎哈纳投资组合策略有限责任公司, CLCEX - 多经理大盘成长策略基金机构类, Nearwater资本市场有限公司, 德克萨斯州金斯顿资本合伙有限公司, Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类, JVASX - 摩根大通价值优势基金 I 类, Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类, RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF, 和 柯罗尼资本公司 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 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 | 58,860 | 6.31 | 15,620 | -5.28 | ||||
| 2025-07-08 | 13F | 波斯顾问有限责任公司 | 2,074 | 6.20 | 566 | 7.82 | ||||
| 2025-07-28 | 13F | 埃塞克斯有限责任公司 | 2,899 | 18.23 | 791 | 20.06 | ||||
| 2025-08-07 | 13F/A | 利斯惠勒投资顾问有限公司 | 142,981 | 36.39 | 38,989 | 38.59 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 36,789 | 46.88 | 10 | 66.67 | ||||
| 2025-08-13 | 13F | 米罗娃 | 23,410 | 24.14 | 6,384 | 26.15 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 53 | 562.50 | 14 | 600.00 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 11,496 | 569.93 | 3,135 | 581.30 | ||||
| 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 | 13,258 | 493.20 | 3,615 | 503.51 | ||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 9,395 | 6.68 | 2,562 | 8.38 | ||||
| 2025-07-09 | 13F | 大卫·J·伊瓦尔斯集团 | 4,163 | 29.09 | 1,135 | 31.21 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 3,579 | 7.32 | 976 | 9.06 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 333 | 50.00 | 91 | 52.54 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 33,066 | 60.43 | 9,017 | 63.01 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 50 | 14 | ||||||
| 2025-08-05 | 13F | 普安特资本管理有限公司 | 3,027 | 2.13 | 825 | 3.77 | ||||
| 2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 10,282 | 2,729 | ||||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 1,204 | 5.52 | 328 | 7.19 | ||||
| 2025-08-13 | 13F | 蒸馏资本合作伙伴有限责任公司 | 103,740 | 28,289 | ||||||
| 2025-07-30 | 13F | 圣约翰投资管理有限公司 | 6,923 | 8.27 | 1,888 | 10.03 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 326,826 | 5.65 | 89,160 | 7.30 | ||||
| 2025-07-28 | 13F | Sagace财富管理有限责任公司 | 820 | 224 | ||||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 23,916 | 6,522 | ||||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 2,607 | 0.62 | 712 | 2.30 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | Call | 2,500 | 682 | |||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 71,286 | 20.31 | 18,917 | 7.19 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 蓝筹增长投资组合 1 级 | 20,966 | 32.76 | 5,634 | 4.39 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 10,650 | 4.26 | 2,904 | 5.95 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 972 | 0.21 | 261 | -19.75 | ||||
| 2025-08-13 | 13F | 北伯克利财富管理有限责任公司 | 917 | 250 | ||||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 358 | 33.58 | 98 | 36.62 | ||||
| 2025-07-15 | 13F | 松港投资顾问公司 | 2,926 | 3.14 | 798 | 4.73 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 520,500 | 6.33 | 142 | 7.63 | |||
| 2025-08-07 | 13F | CVFG有限责任公司 | 1,543 | 0.65 | 421 | 2.19 | ||||
| 2025-07-31 | 13F | 卡雷拉资本顾问公司 | 2,182 | 167.07 | 596 | 171.69 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 150,754 | 1.53 | 41,098 | 3.16 | ||||
| 2025-08-26 | NP | GARP - iShares Factors 美国增长风格 ETF | 36,152 | 52.77 | 9,858 | 55.24 | ||||
| 2025-07-11 | 13F | Ttp 投资公司 | 12,572 | 3,428 | ||||||
| 2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 5,178 | 1,731 | ||||||
| 2025-07-25 | NP | USAWX - 世界增长基金股票 | 6,400 | 12.28 | 1,698 | 0.06 | ||||
| 2025-04-24 | NP | 贝莱德资本增值基金有限公司 - 贝莱德资本增值基金有限公司 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 | 227,393 | 6.92 | 67,729 | 11.75 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 153 | 42 | ||||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 38,421 | 1.12 | 10,477 | 2.76 | ||||
| 2025-08-11 | 13F | Greykasell 财富策略公司 | 4,054 | 2.40 | 1,105 | 4.05 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 132,350 | 1.40 | 36,091 | 3.04 | ||||
| 2025-08-29 | NP | AIFD-TCW 人工智能 ETF | 5,971 | 18.24 | 1,542 | 13.72 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 122,615 | 33,436 | ||||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 25,483 | 18.87 | 6,949 | 20.77 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 20,996 | 0.65 | 5,725 | 2.29 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 20,456,474 | 0.97 | 5,578,277 | 2.60 | ||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 921 | 12.32 | 251 | 14.09 | ||||
| 2025-06-25 | NP | LRND - IQ 美国大盘研发领导者 ETF | 270 | 19.47 | 73 | -6.49 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 302,420 | 0.51 | 82,467 | 2.13 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 1,604 | 10.16 | 437 | 12.05 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 97,506 | 1.69 | 26,589 | 3.33 | ||||
| 2025-08-14 | 13F | 弗里施金融集团公司 | 1,021 | 0.10 | 0 | |||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 6,719 | 0.95 | 1,832 | 2.58 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 395 | 2.86 | 108 | 3.88 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 1,716 | 2.33 | 468 | 3.78 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 159,378 | 6.00 | 43,461 | 7.71 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 9,479 | 27.35 | 2,585 | 29.39 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 114,532 | 10.52 | 31,232 | 12.30 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 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 | 114,255 | 21.18 | 30,320 | 27.66 | ||||
| 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 | 476 | 23.00 | 128 | -3.79 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 2,954 | 54.82 | 806 | 26.37 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 8,998 | 3.20 | 2,454 | 4.87 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 3,761,402 | 0.50 | 1,025,697 | 2.12 | ||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 5,968,504 | 2.32 | 1,583,862 | -8.84 | ||||
| 2025-08-26 | NP | ASYLX - AB 选择美国多头/空头投资组合顾问类别 | 15,534 | 3.13 | 4,236 | 4.77 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 1,108,492 | 6.95 | 301,898 | 9.86 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 78,788 | 1.08 | 21,485 | 2.72 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 1,466 | 95.99 | 400 | 99.50 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 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 | 9,137 | 20.84 | 2,492 | 22.77 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 886 | 5.98 | 242 | 7.59 | ||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Put | 11,700 | 3,190 | |||||
| 2025-06-27 | NP | MFQAX - AMG FQ 税务管理美国 N 类股票基金 | 3,360 | 21.34 | 903 | -4.65 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 30,764 | 4.53 | 8 | 14.29 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 71,422 | 10.73 | 18,953 | -1.34 | ||||
| 2025-08-27 | NP | JNL系列信托——JNL/AB可持续全球主题基金（一） | 1,822 | 0.89 | 497 | 2.48 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 65,695 | 1.32 | 17,914 | 2.96 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 827 | 226 | ||||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 821 | 224 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 11,100 | 3,027 | |||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 411,425 | 2.62 | 112,192 | 4.27 | ||||
| 2025-08-01 | NP | TCBAX - Covered Bridge 基金 A 类股票 | 4,000 | 1,091 | ||||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 3,400 | 32.97 | 927 | 35.72 | ||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 7,316 | 2.91 | 1,995 | 4.61 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 11,534 | 106.96 | 3,145 | 110.37 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 7,436 | 12.70 | 1,788 | -1.60 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 60,054 | 11.61 | 16,383 | 12.48 | ||||
| 2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 11,582 | 2.29 | 3 | 0.00 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 全球股票系列初始类别 | 1,665 | 26.33 | 454 | 28.61 | ||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 58,889 | 92.17 | 15,824 | 51.12 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 30,608 | 0.56 | 8,346 | 2.18 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Growth 股票 ETF | 11,501 | 0.33 | 3,052 | -10.60 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 25,641 | 23.19 | 6,992 | 25.19 | ||||
| 2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 1,858 | 2.88 | 507 | 4.55 | ||||
| 2025-08-14 | 13F | Xn Lp | 472,664 | 13.01 | 128,891 | 14.84 | ||||
| 2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 6,104 | 1,640 | ||||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 36,734 | 10,017 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 235,316 | 7.52 | 64,168 | 9.26 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 4,603 | 4.19 | 1,255 | 5.91 | ||||
| 2025-05-23 | NP | FFTYX - AB FlexFee 美国主题投资组合顾问课程 | 5,728 | 1,537 | ||||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 344 | 22.86 | 92 | -3.16 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,724 | 17.78 | 1,268 | -5.45 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,592 | 7.35 | 428 | -15.61 | ||||
| 2025-08-25 | NP | ROBT - First Trust 纳斯达克人工智能和机器人 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 | 29,582 | 14.27 | 8,067 | 16.11 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 68,505 | 2.04 | 18,681 | 3.69 | ||||
| 2025-08-05 | 13F | 核心另类资本 | 191 | 1.60 | 52 | 4.00 | ||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 2,484 | 677 | ||||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 467 | 3.09 | 127 | 4.96 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 24,656 | 0.69 | 6,723 | 2.31 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 1,590 | 13.17 | 433 | 14.85 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 930,487 | 8.32 | 250,031 | -14.82 | ||||
| 2025-07-29 | NP | ADLVX - ADLER VALUE FUND 机构级 | 40 | 11 | ||||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 6,014 | 411.39 | 1,614 | 310.43 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 638,860 | 184.54 | 174,210 | 189.14 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 马萨诸塞州投资者成长股票投资组合初始类别 | 80,912 | 16.34 | 22,064 | 18.22 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 155 | 42 | ||||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,636,649 | 0.42 | 3,173,198 | 2.04 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 55,268 | 4.54 | 15,071 | 6.23 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 2,355 | 2.57 | 1 | |||||
| 2025-08-08 | 13F | RAM投资伙伴有限责任公司 | 2,272 | 2.39 | 619 | 4.03 | ||||
| 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 | 343,695 | 20.13 | 93,722 | 22.07 | ||||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 21 | 5.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 1,022,200 | 33.94 | 278,744 | 36.10 | |||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 61 | 12.96 | 16 | 0.00 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 2,728 | 744 | -59.40 | |||||
| 2025-07-25 | 13F | 德莱尼·丹尼斯·R | 7,102 | 24.73 | 1,937 | 26.70 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 24,309 | 4.91 | 6,532 | -17.49 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 46 | 228.57 | 13 | 300.00 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 12,126 | 3.19 | 3,311 | 4.28 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 30,513 | 28.77 | 8,321 | 30.84 | ||||
| 2025-07-09 | 13F | 布洛吉特财富顾问有限公司 | 3,213 | 6.64 | 876 | 8.42 | ||||
| 2025-07-16 | 13F | 瓦利琴蒂咨询服务公司 | 11,134 | 3 | ||||||
| 2025-07-21 | 13F | 库存银行和信托公司 | 1,645 | 0.80 | 449 | 2.52 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 3,106 | 1.70 | 847 | 3.30 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 37,187 | 0.86 | 10,140 | 2.49 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 1,447,757 | 2.68 | 394,887 | 4.35 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 311,710 | 31.42 | 85,000 | 33.54 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 5,574 | 5.69 | 1,520 | 7.42 | ||||
| 2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 5,620 | 2.86 | 1,533 | 4.50 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 5,018 | 47.46 | 1,369 | 49.84 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 6,732 | 14.67 | 1,836 | 16.51 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | Call | 83,500 | 22,770 | |||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 2,957,475 | 10.90 | 806,474 | 12.69 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 1,163 | 22.16 | 317 | 24.31 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 1,430 | 20.27 | 390 | 21.94 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 2,009 | 6.35 | 548 | 8.10 | ||||
| 2025-07-30 | 13F | 史密斯桑顿顾问有限公司 | 1,714 | 10.23 | 467 | 11.99 | ||||
| 2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 6,207 | 9.70 | 1,693 | 11.46 | ||||
| 2025-06-30 | NP | COWZ - Pacer 美国现金牛 100 ETF | 1,606,552 | 431,697 | ||||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 47,550 | 5.02 | 13 | 0.00 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 3,341 | 11.00 | 911 | 12.76 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 1,048 | 9.28 | 286 | 10.89 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 1,378 | 376 | ||||||
| 2025-07-17 | 13F | SFM有限责任公司 | 2,255 | 2.55 | 615 | 4.24 | ||||
| 2025-06-25 | NP | VVPLX - Vulcan Value Partners 基金投资者类别股票 | 45,969 | 69.20 | 12,352 | 33.06 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 164,900 | 312.25 | 45 | 340.00 | |||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 306,300 | 280.50 | 84 | 295.24 | |||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 30,160 | 1.55 | 8,224 | 3.19 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 38 | 137.50 | 10 | 150.00 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 3,893,222 | 2.38 | 1,062 | 4.02 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 310,313 | 0.50 | 84,619 | 2.12 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 5,388 | 13.96 | 1,469 | 15.85 | ||||
| 2025-08-15 | NP | LCAP——本金增值精选ETF | 1,252 | 56.89 | 341 | 59.35 | ||||
| 2025-07-23 | 13F | 资产管理中心有限责任公司 | 964 | 4.22 | 324 | 30.24 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 3,907 | 1,065 | ||||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 1,691 | 13.11 | 461 | 14.96 | ||||
| 2025-08-07 | 13F | 财务演讲公司 | 11 | 3 | ||||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 34,308 | 3,379.51 | 9,355 | 3,443.56 | ||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 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 | 86 | 207.14 | 23 | 228.57 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 1,734 | 45.71 | 473 | 47.96 | ||||
| 2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 3,162 | 3.30 | 862 | 4.99 | ||||
| 2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 6,400 | 9.08 | 1,745 | 10.86 | ||||
| 2025-08-21 | NP | TEKY - Lazard 下一代技术 ETF | 2,531 | 690 | ||||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 2,603 | 148.14 | 710 | 152.31 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 6,951 | 16.78 | 1,895 | 18.66 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 397,165 | 2.64 | 108,303 | 4.30 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 6,127 | 4.50 | 1,670 | 6.17 | ||||
| 2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 3,185 | 34.11 | 869 | 36.26 | ||||
| 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 | 960,868 | 3.01 | 254,986 | -8.22 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,073,697 | 0.84 | 3,203,997 | -10.16 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 14,441 | 1.87 | 3,938 | 3.50 | ||||
| 2025-05-27 | NP | BlackRock Series Fund, Inc. - 贝莱德资本增值投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,210 | 19.82 | 4,350 | -3.82 | ||||
| 2025-08-28 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 12,336 | 3,364 | ||||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 654,015 | 7.34 | 178,352 | 9.13 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 1,977,891 | 11.07 | 539,351 | 12.86 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 3,934 | 1,057 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 190,797 | 4.34 | 52,028 | 6.02 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,954,583 | 7.40 | 532,995 | 9.13 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 4,240 | 13.49 | 1,156 | 15.37 | ||||
| 2025-07-25 | 13F | 威彻斯特资本管理公司 | 44,558 | 12,151 | ||||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 21,008 | 2.58 | 5,729 | 4.24 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 8,032 | 1.98 | 2,190 | 3.64 | ||||
| 2025-08-26 | NP | PNEAX-Virtus NFJ 股息价值基金 A | 18,357 | 80.95 | 5,006 | 83.87 | ||||
| 2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 312,821 | 14.96 | 84,058 | -9.59 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 68,948 | 13.38 | 18,801 | 15.22 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 12,979 | 7.62 | 3,539 | 9.36 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 3,280 | 894 | ||||||
| 2025-07-16 | 13F | Encompass 财富顾问有限公司 | 1,715 | 0.23 | 468 | 1.74 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 12,551 | 10.18 | 3,423 | 11.98 | ||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 206 | 56 | ||||||
| 2025-08-29 | NP | GraniteShares ETF 信托 - GraniteShares XOUT 美国大盘 ETF | 5,993 | 0.32 | 1,634 | 1.93 | ||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 140,000 | 38,177 | ||||||
| 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 | 3,085 | 27.48 | 841 | 29.58 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 120,042 | 16.73 | 32,741 | 18.64 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 747,535 | 3.22 | 203,854 | 4.89 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 24,650 | 5.88 | 6,541 | -5.65 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 195,840 | 3.30 | 53,404 | 4.96 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | 23,800 | 198.43 | 6 | 200.00 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 12,024 | 33.94 | 2,786 | 15.90 | ||||
| 2025-07-07 | 13F | TruWealth 顾问有限责任公司 | 763 | 208 | ||||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 1,199 | 94.33 | 327 | 97.58 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 3,942 | 1,075 | ||||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 31,434 | 1.95 | 8,447 | -19.83 | ||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 436,294 | 172.32 | 118,973 | 176.71 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 1,089 | 297 | ||||||
| 2025-07-23 | 13F | Motiv8 投资有限责任公司 | 3,928 | 12.65 | 1,071 | 14.55 | ||||
| 2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 3,115 | 34.56 | 849 | 36.71 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 791 | 95.31 | 216 | 99.07 | ||||
| 2025-08-12 | 13F | 声音观察资本有限责任公司 | 1,115 | 654 | ||||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 2,100 | 10.88 | 573 | 12.60 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 18,513 | 428.79 | 5,048 | 437.59 | ||||
| 2025-07-22 | NP | GVIP - 高盛对冲行业 VIP ETF | 22,477 | 4.93 | 5,965 | -6.52 | ||||
| 2025-07-24 | 13F | 祖洛投资集团有限公司 | 2,829 | 7.28 | 772 | 9.05 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 24,828 | 4.20 | 6,770 | 5.88 | ||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 230,840 | 75.32 | 62,948 | 78.15 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 275 | 4.96 | 73 | -7.69 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 10,910 | 0.08 | 2,975 | 1.71 | ||||
| 2025-08-11 | 13F | Semanteon 资本管理公司 | 4,985 | 1,359 | ||||||
| 2025-07-16 | 13F | 第一美国银行 | 4,537 | 1,237 | ||||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 285,547 | 7.73 | 77,866 | 9.47 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 30,998 | 16.79 | 8,453 | 18.67 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 53,251 | 25.24 | 14,521 | 27.27 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 1,976 | 1.23 | 540 | 3.06 | ||||
| 2025-08-11 | 13F | 原子维斯特有限公司 | 115,900 | 32.76 | 31,605 | 34.90 | ||||
| 2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 4,069 | 12.56 | 1,110 | 14.33 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 6,154,612 | 3.39 | 1,678,301 | 5.06 | ||||
| 2025-08-13 | 13F | 河路资产管理有限责任公司 | 58,099 | 81.17 | 15,009 | 74.39 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 32,994 | 11.61 | 8,997 | 13.41 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 77,911 | 25.95 | 21,246 | 27.98 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 1,115 | 17.86 | 304 | 20.16 | ||||
| 2025-08-08 | 13F | 金融引力公司 | 9,015 | 17.57 | 2,458 | -4.10 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 311,714 | 36.13 | 85,001 | 38.33 | ||||
| 2025-07-18 | 13F | 唐纳德·L·哈根有限责任公司 | 2,968 | 809 | ||||||
| 2025-06-24 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 37,918 | 27.74 | 10,189 | 0.45 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 423,385 | 0.36 | 115,453 | 1.98 | ||||
| 2025-08-05 | 13F | 马西斯公司 | 12,513 | 1.75 | 3 | 0.00 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 2,411 | 1,685.93 | 640 | 1,497.50 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 392,945 | 2.57 | 107,152 | 4.23 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 14,164 | 6.29 | 3,801 | -14.68 | ||||
| 2025-08-18 | 13F | 资本影响顾问有限责任公司 | 44,517 | 11.50 | 12,139 | 13.30 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息收入基金 | 42,753 | 11,488 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 86,695 | 99.50 | 23,641 | 102.71 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 86,086 | 86.01 | 23,475 | 89.02 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 2,061 | 72.76 | 562 | 75.63 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 960 | 3.11 | 258 | -17.36 | ||||
| 2025-07-14 | 13F | 卡皮塔罗投资有限公司 | 55,000 | 14,998 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 26,948 | 34.92 | 7,348 | 10.05 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 219 | 3.30 | 60 | 5.36 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 206 | 56 | ||||||
| 2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 3,493 | 5.75 | 953 | 7.45 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 309 | 84 | ||||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 48,285 | 4.79 | 12,813 | -6.64 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 59,099 | 16.55 | 16,011 | 23.83 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 28,846 | 4.08 | 7,866 | -15.10 | ||||
| 2025-07-28 | NP | VLCGX - 大型资本增长基金 | 51,894 | 13.83 | 13,771 | 1.42 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 2,055 | 25.76 | 530 | 20.73 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 1,055 | 6.14 | 288 | 7.89 | ||||
| 2025-04-22 | NP | RJMG - FT Raymond James 多元成长股票 ETF | 1,032 | 15.57 | 307 | 4.42 | ||||
| 2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 1,075 | 24.71 | 281 | 21.65 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 130,912 | 36 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 472,694 | 73.68 | 128,904 | 76.48 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 7,162 | 0.66 | 1,953 | 2.30 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 348 | 32.32 | 0 | |||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 7,770 | 1.60 | 2,119 | 3.22 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 73,582 | 0.77 | 20,096 | 2.55 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 9,760 | 2.96 | 2,661 | 4.64 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 3,976 | 9.65 | 1,084 | 11.41 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 168,603 | 2.10 | 45,305 | -19.71 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 48,878 | 15.29 | 12,971 | 2.72 | ||||
| 2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 1,330 | 11.86 | 363 | 13.48 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 9,779 | 35.84 | 2,667 | 45.52 | ||||
| 2025-07-30 | NP | CLOU - Global X 云计算 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 | 47,454 | 8.09 | 12,593 | -3.70 | ||||
| 2025-08-25 | NP | SKYY - 第一信托云计算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 | 252,097 | 6.23 | 68,744 | 7.95 | ||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 2,161 | 5.57 | 581 | -17.02 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 16,142 | 18.96 | 4,402 | 20.87 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 7,326 | 25.70 | 1,998 | 27.69 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 60,067 | 10.99 | 16,380 | 12.78 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 1,279 | 15.02 | 349 | 16.78 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 5,876 | 11.44 | 1,602 | 13.22 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 7,023,700 | 15.04 | 1,915,293 | 16.89 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 1,262 | 38.23 | 344 | 40.98 | ||||
| 2025-07-16 | 13F | 重新平衡有限公司 | 1,042 | 284 | ||||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 12,131 | 2.81 | 3,308 | 4.49 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 275,457 | 11.86 | 75,114 | 13.66 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,530 | 7,128.57 | 680 | 7,444.44 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 28 | 8 | ||||||
| 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 | 42,283 | 78.01 | 11,362 | 39.98 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 6,236 | 13.63 | 1,676 | -10.67 | ||||
| 2025-08-12 | 13F | 瑞穗证券有限公司 | 5,620 | 13,950.00 | 1,533 | 15,220.00 | ||||
| 2025-04-28 | NP | HIDV - AB 美国高股息 ETF | 1,511 | 263.22 | 450 | 389.13 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 95,400 | 26,011 | |||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 10,009 | 97.46 | 2,729 | 100.66 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | 106,769 | 29,111 | ||||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 1,545 | 12.61 | 421 | 14.13 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 1,602 | 0.12 | 437 | -18.35 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 94,408 | 11.82 | 25,053 | -0.37 | ||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 3,176 | 0.32 | 866 | 2.00 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 39,288 | 1.16 | 10,714 | 2.79 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 48,100 | 5,244.44 | 13,116 | 5,342.32 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 8,391 | 20.18 | 2,288 | 22.16 | ||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 3,616 | 15.31 | 986 | 17.24 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 110 | 450.00 | 30 | 383.33 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 14,111 | 2.14 | 3,645 | -1.80 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 143,816 | 1.62 | 39,217 | 3.26 | ||||
| 2025-08-12 | 13F | 联合银行 | 90,803 | 24,761 | ||||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 11,634 | 9.96 | 3,176 | 11.84 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 2,271,603 | 5.88 | 621,147 | 10.24 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 1,185 | 3.58 | 323 | 5.21 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 13,570 | 0.29 | 3,700 | 1.90 | ||||
| 2025-08-14 | 13F | 孤松资本有限公司 | 1,863,179 | 7.59 | 508,070 | 9.33 | ||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 9,006 | 13.40 | 2,456 | 15.20 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,120,329 | 0.80 | 569,754 | -20.73 | ||||
| 2025-05-27 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 70,422 | 2.36 | 18,898 | -17.84 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 81,627,988 | 1.89 | 22,259,136 | 3.53 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 2,793 | 762 | ||||||
| 2025-08-12 | 13F | 贝莱德公司 | Call | 55,000 | 14,998 | |||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 1,116 | 2.86 | 299 | 9.96 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 10,059 | 11.09 | 2,743 | 12.89 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 60,870 | 0.48 | 16,599 | 2.10 | ||||
| 2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 1,268 | 6.11 | 346 | 7.81 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 193,246 | 10.32 | 52,694 | 12.09 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 73 | 20 | ||||||
| 2025-08-15 | 13F | CTC有限公司 | 51,312 | 13,992 | ||||||
| 2025-08-12 | 13F | 格拉潘顾问有限公司 | 5,849 | 7.34 | 1,595 | 9.03 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 223 | 197.33 | 61 | 200.00 | ||||
| 2025-04-01 | NP | KCVIX - Knights of Columbus 大盘价值基金 I 股 | 9,512 | 4.04 | 3,250 | 22.04 | ||||
| 2025-08-15 | 13F | CTC有限公司 | Put | 480,200 | 8.79 | 130,946 | 10.55 | |||
| 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 | 20,199 | 4.10 | 5,508 | 5.78 | ||||
| 2025-08-29 | NP | JAKWX - 约翰汉考克纪律价值全球多空基金类别资产净值 | 22,651 | 6,177 | ||||||
| 2025-07-15 | 13F | 财富效应有限公司 | 1,110 | 5.21 | 303 | 6.71 | ||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 1,794 | 11.64 | 489 | 13.46 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 745,391 | 68.76 | 203,261 | 71.48 | ||||
| 2025-07-31 | 13F | 基点资本管理公司，ULC | 1,440 | 393 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 244,088 | 9.46 | 66,566 | 11.23 | ||||
| 2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 3,215,329 | 35.67 | 876,788 | 37.86 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 2,085,273 | 23.55 | 569 | 25.66 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 145,699 | 14.78 | 40 | 14.71 | ||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 10,573 | 3.87 | 2,883 | 5.57 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 390,765 | 1.12 | 106,558 | 2.76 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 557 | 6.70 | 152 | 7.86 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 2,135 | 0.19 | 582 | 1.93 | ||||
| 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 | 4,781 | 5.38 | 1,304 | 7.07 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 779 | 5,892.31 | 212 | 6,966.67 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 331 | 81.87 | 90 | 87.50 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 1,182 | 16.22 | 322 | 18.38 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 361 | 71.09 | 98 | 75.00 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 1,103 | 7.40 | 301 | 9.09 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 5,335 | 8.88 | 1,416 | -3.02 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 39,553 | 20.28 | 10,786 | 22.21 | ||||
| 2025-06-27 | NP | WINN - 港湾长期种植者 ETF | 6,671 | 11.82 | 1,793 | -12.07 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 742 | 202 | ||||||
| 2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 1,884 | 1.45 | 514 | 3.01 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 52,006 | 5.53 | 13,975 | -17.01 | ||||
| 2025-08-08 | 13F | Opinicus 资本公司 | 950 | 259 | ||||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 607 | 6.87 | 0 | |||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 3,901 | 318.11 | 1,064 | 333.88 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 4,987 | 851.72 | 1,360 | 659.22 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 453 | 77.65 | 122 | 39.08 | ||||
| 2025-03-27 | NP | EKJAX - 富国银行高级大型公司成长基金 A 类 | 108,268 | 20.26 | 36,995 | 41.03 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 3,077 | 53.70 | 839 | 56.24 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 6,273,420 | 0.26 | 1,710,699 | 101,787.91 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 32,678 | 219.62 | 8,911 | 224.83 | ||||
| 2025-04-01 | NP | CAML - 国会大盘成长 ETF | 17,531 | 16.02 | 5,990 | 36.07 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 14,397 | 0.24 | 3,926 | 1.87 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 219,830 | 36.34 | 59,945 | 38.54 | ||||
| 2025-08-05 | 13F | 集团资本顾问有限公司 | 1,707 | 2.34 | 466 | 4.03 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 38 | 35.71 | 10 | 11.11 | ||||
| 2025-07-07 | 13F | 西联银行 | 110,968 | 6.83 | 30,260 | 8.55 | ||||
| 2025-08-12 | 13F | 威斯康星财富顾问有限责任公司 | 1,974 | 7.63 | 538 | 9.35 | ||||
| 2025-08-26 | NP | IPEAX - Voya 大盘价值投资组合 ADV 级 | 27,669 | 35.45 | 7,545 | 10.48 | ||||
| 2025-08-11 | 13F | Vista Cima 财富管理有限责任公司 | 2,081 | 2.66 | 568 | 4.23 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 5,889 | 6.38 | 1,606 | 8.08 | ||||
| 2025-04-24 | NP | BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH 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 | 118,454 | 4.10 | 35,282 | 8.81 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 729,602 | 11.17 | 198,955 | 12.97 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 201,589 | 35.63 | 54,971 | 37.82 | ||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | 238,050 | 2,607.58 | 64,914 | 2,651.72 | ||||
| 2025-08-29 | NP | JSGAX - 约翰汉考克美国质量增长基金 A 类 | 114,171 | 6.10 | 31,133 | 7.81 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 200,000 | 54,538 | |||||
| 2025-07-17 | 13F | RBA 财富管理有限责任公司 | 16,890 | 0.96 | 4,606 | 2.58 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 1,049 | 286 | ||||||
| 2025-08-19 | 13F | Marex 集团 | 203,118 | 55,388 | ||||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 142,566 | 38,876 | ||||||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 68 | 9.68 | 18 | -14.29 | ||||
| 2025-06-18 | NP | POGAX - Putnam 成长机会基金 A 类股票 | 876,240 | 18.02 | 235,454 | -7.19 | ||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 3,342 | 7.46 | 1 | |||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 41,985 | 12.42 | 11,267 | -9.86 | ||||
| 2025-07-25 | NP | FQTEX - 富兰克林邓普顿 SMACS：E 系列顾问级 | 16,000 | 4,246 | ||||||
| 2025-07-28 | NP | TOWTX - Towpath 科技基金机构股份类别 | 620 | 58.97 | 165 | 41.38 | ||||
| 2025-07-29 | NP | 一篮子 ETF 信托 - 一篮子科技巨头精选 ETF | 1,328 | 10.67 | 352 | -1.40 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 241,095 | 199.69 | 65,744 | 204.53 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 12,587 | 1.43 | 3,432 | 3.06 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 5,392 | 0.35 | 1,470 | 9.29 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 292,751 | 1.80 | 77,687 | -9.30 | ||||
| 2025-07-11 | 13F | 梅里韦瑟财富与规划有限责任公司 | 965 | 0.73 | 263 | 2.33 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 9,701 | 1.31 | 2,645 | 2.96 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 147,020 | 116.97 | 40,091 | 120.47 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 3,003 | 819 | ||||||
| 2025-08-08 | 13F | 国民年金服务 | 2,155,698 | 0.18 | 587,837 | 1.79 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 65,400 | 52.80 | 17,834 | 55.27 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 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 | 6,972 | 1,825.97 | 1,850 | 2,102.38 | ||||
| 2025-07-22 | 13F | 约德财富管理公司 | 1,307 | 6.26 | 356 | 7.88 | ||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,300,367 | 24.84 | 354,597 | 26.85 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 508,745 | 0.96 | 138,730 | 2.59 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Put | 10,000 | 2,727 | |||||
| 2025-07-25 | NP | MIGFX - 马萨诸塞州投资者成长股票基金 A | 1,037,760 | 15.53 | 275,390 | 2.93 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | Call | 4,500 | 1,227 | |||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 16,233 | 84.51 | 4,427 | 87.46 | ||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 164 | 124.66 | 0 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 79,500 | 37.31 | 21,676 | 39.61 | |||
| 2025-07-16 | 13F | 美国国家银行 | 1,847 | 2.04 | 504 | 3.71 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 5,274 | 3.17 | 1,438 | 4.89 | ||||
| 2025-08-14 | 13F | 阿普里姆顾问 | 2,085 | 103.41 | 569 | 106.55 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 59,790 | 85.14 | 16,304 | 88.14 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 101 | 27 | ||||||
| 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 | 65,815 | 8.25 | 17,685 | -14.87 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 2,596 | 32.99 | 708 | 35.18 | ||||
| 2025-08-26 | NP | JOGEX - JOHCM 全球精选基金顾问股票 | 734 | 200 | ||||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 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 | 683,000 | 549.91 | 186,247 | 560.40 | ||||
| 2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 8,397 | 225.97 | 2,256 | 156.36 | ||||
| 2025-08-14 | 13F | 启发信托公司，Na | 12,100 | 34.44 | 3,300 | 36.60 | ||||
| 2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 530 | 117.21 | 145 | 121.54 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 923 | 59.14 | 252 | 61.94 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 | 48,916 | 71.47 | 13,339 | 74.24 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 437 | 12.63 | 119 | 14.42 | ||||
| 2025-07-09 | NP | Putnam ETF 信托 - Putnam 可持续领导者 ETF - | 46,156 | 2.26 | 12,248 | -8.89 | ||||
| 2025-07-28 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 1,348 | 21.88 | 368 | 23.99 | ||||
| 2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 61,844 | 70.88 | 16,618 | 34.38 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 1,210 | 43.20 | 330 | 45.58 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 6,778 | 9.08 | 1,848 | 10.86 | ||||
| 2025-07-16 | 13F | 赞助伙伴顾问有限公司 | 2,294 | 4.51 | 626 | 6.11 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 2,299 | 136.77 | 610 | 111.07 | ||||
| 2025-08-04 | 13F | Coign Capital Advisors LLC | 2,231 | 2.20 | 608 | 3.93 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 12,265 | 0.88 | 3,345 | 2.51 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 3,804 | 1.17 | 1,037 | 2.88 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 9,512 | 45.00 | 2,556 | 14.01 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 22,986 | 18.47 | 6,268 | 20.40 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 3,199 | 8.81 | 844 | 7.11 | ||||
| 2025-07-24 | 13F | 康宁公司 | 20,051 | 9.89 | 5,468 | 11.66 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 211 | 57 | ||||||
| 2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 80 | 19.40 | 21 | -4.55 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 1,155 | 1.32 | 315 | 2.95 | ||||
| 2025-07-25 | NP | TEPLX - Templeton Growth Fund, Inc. A 类 | 524,878 | 139,287 | ||||||
| 2025-05-21 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 8,029 | 3.56 | 2,155 | -16.90 | ||||
| 2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 116,177 | 44.75 | 31,680 | 47.09 | ||||
| 2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 288 | 22.03 | 77 | -3.75 | ||||
| 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 | 1,324,892 | 12.17 | 361,285 | 13.98 | ||||
| 2025-08-12 | 13F | Tableaux 有限责任公司 | 150,000 | 151 | ||||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 140 | 38 | ||||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 795 | 2.19 | 217 | 3.85 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 1,431 | 7.59 | 390 | 9.55 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 67,445 | 20.46 | 18,392 | 22.40 | ||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 1,048 | 5.22 | 282 | 16.05 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 1,933 | 4.09 | 527 | 5.82 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 88,065 | 4.55 | 24,014 | 6.24 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 44,800 | 24.79 | 12,217 | 26.80 | |||
| 2025-07-25 | 13F | 飞马资产管理公司 | 16,697 | 1.78 | 4,553 | 3.43 | ||||
| 2025-08-26 | NP | JIISX - 摩根大通无畏可持续股票基金 I 类 | 10,862 | 20.94 | 2,962 | 22.86 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 23,739 | 2.27 | 6,473 | 3.92 | ||||
| 2025-08-14 | 13F | CastleKnight 管理有限责任公司 | 28,600 | 472.00 | 7,799 | 481.51 | ||||
| 2025-07-17 | 13F | 宝盛财富管理 | 815 | 1.49 | 222 | 3.26 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 10,997 | 2,999 | ||||||
| 2025-07-07 | 13F | 第一社区信托基金 | 1,175 | 58.78 | 320 | 61.62 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 1,026 | 0.10 | 280 | 1.45 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 7,845 | 7.58 | 2,139 | 9.30 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 2,133 | 0.66 | 582 | 2.29 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 6,658 | 37.05 | 1,816 | 39.29 | ||||
| 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 | 117,184 | 7.59 | 31,097 | -4.14 | ||||
| 2025-08-29 | NP | LSIOX - Loomis Sayles 高收入机会基金机构类别 | 1,123 | 11.63 | 306 | 13.75 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 900 | 245 | ||||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 1,055 | 288 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 339,500 | 7.81 | 92,826 | 9.19 | |||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,400 | 29.15 | 0 | |||||
| 2025-08-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 2,398 | 6.63 | 654 | 8.29 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 771,700 | 28.70 | 210,998 | 30.35 | |||
| 2025-08-28 | NP | RPNLX - RiverPark/Next Century 大型成长基金机构类股票 | 94 | 2.17 | 26 | 4.17 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 19,262 | 9.82 | 5,252 | 11.58 | ||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 786 | 214 | ||||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,985 | 10.24 | 1,087 | 11.96 | ||||
| 2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,419 | 9,517 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 109,710 | 29,480 | ||||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 纪律核心基金 3 级 | 284,291 | 12.19 | 77,523 | 14.00 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 68,668 | 13.30 | 18,754 | 15.30 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 6,155 | 6.03 | 1,652 | -14.90 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 33,131 | 549.37 | 9,034 | 559.90 | ||||
| 2025-07-17 | 13F | 主帆金融集团有限责任公司 | 2,759 | 18.72 | 711 | 13.96 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 14,033 | 111.69 | 3,827 | 115.19 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 40 | 11 | ||||||
| 2025-08-26 | NP | 机构投资策略基金 | 70 | 11.11 | 19 | 18.75 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 216,091 | 98.07 | 58,926 | 101.26 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 11,232 | 0.04 | 3,066 | 1.76 | ||||
| 2025-06-24 | NP | SWLSX - 嘉信大盘成长基金 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 | 33,051 | 26.44 | 8,881 | -0.57 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 16,122 | 1.16 | 4,396 | 2.81 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 8,778 | 3.15 | 2,394 | 4.82 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 65,331 | 7.34 | 22,324 | 41.73 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 3,811 | 182.51 | 1,039 | 187.02 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 3,806,200 | 2.66 | 1,037,913 | 4.32 | |||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 2,681 | 15.31 | 731 | 17.34 | ||||
| 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 | 4,929 | 9.80 | 1,324 | -13.63 | ||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 1,854 | 1.09 | 1 | |||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 8,156 | 9.21 | 2,224 | 10.98 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 796 | 217 | ||||||
| 2025-06-26 | NP | TADAX - 泛美美国增长 A | 151,581 | 5.92 | 40,731 | -16.71 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 1,242 | 2.48 | 339 | 4.00 | ||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 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 | 14,676 | 147.95 | 4,002 | 151.95 | ||||
| 2025-06-24 | NP | JDIV-摩根大通股息领先ETF | 300 | 50.75 | 81 | 19.40 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 441,888 | 16.61 | 118,740 | -8.30 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | Call | 77,300 | 42.88 | 21,079 | 45.19 | |||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 18,799 | 1.04 | 5,134 | 2.82 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 3,628 | 0.67 | 989 | 2.28 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 30,527 | 321.64 | 8,324 | 328.41 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 734 | 200 | ||||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 210,400 | 0.58 | 57,374 | 2.20 | ||||
| 2025-07-30 | NP | AIQ - Global X 未来分析科技 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 | 291,750 | 0.05 | 77,422 | -10.86 | ||||
| 2025-08-29 | NP | JAFGX - 资本增值信托资产净值 | 68,360 | 171.82 | 18,641 | 176.24 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 303,599 | 121.60 | 80,566 | 97.44 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 12,405 | 0.51 | 3,383 | 2.11 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 156,714 | 19.44 | 42,734 | 21.37 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 260,462 | 3.21 | 71,025 | 4.87 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 871 | 237 | ||||||
| 2025-08-14 | 13F | 加州教师退休制度 | 1,495,725 | 1.19 | 407,869 | 2.83 | ||||
| 2025-08-12 | 13F | Proem 顾问有限责任公司 | 17,500 | 4,772 | ||||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 7,102 | 13.80 | 1,937 | 15.65 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 平衡 II 级 | 8,900 | 19.69 | 2,427 | 21.60 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 115,756 | 140.74 | 31,566 | 144.63 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 48,480 | 5.93 | 13,240 | 7.81 | ||||
| 2025-04-01 | NP | WFH - Direxion 在家工作 ETF | 2,274 | 2.48 | 777 | 20.28 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 133,800 | 0.45 | 36,486 | 2.07 | |||
| 2025-08-13 | 13F | 河景资本顾问有限公司 | 5,853 | 0.14 | 1,596 | 1.79 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 33,043 | 662.24 | 9,010 | 674.72 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 2,700 | 0.71 | 736 | 2.36 | ||||
| 2025-06-24 | NP | MTRAX - MainStay Income Builder 基金 A 类 | 32,623 | 27.04 | 8,766 | -0.09 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 13,556 | 187.75 | 3,697 | 192.41 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 206,614 | 8.49 | 56,342 | 10.25 | ||||
| 2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 1,531 | 43.62 | 411 | 15.17 | ||||
| 2025-05-15 | NP | USMC - 主要美国巨型股多因素指数 ETF | 373,349 | 84.89 | 100,192 | 92.99 | ||||
| 2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 19,348 | 2.18 | 5,199 | -19.64 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -107 | 69.84 | -29 | 81.25 | |||
| 2025-07-24 | 13F | 威廉姆斯和诺瓦克有限责任公司 | 760 | 207 | ||||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 2,011 | 12.16 | 549 | -8.51 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 35,774 | 1.35 | 9,755 | 4.15 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 82,278 | 6.28 | 22,436 | 8.00 | ||||
| 2025-08-13 | 13F | Vulcan 价值合作伙伴有限责任公司 | 1,068,324 | 47.65 | 300,014 | 54.49 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 184,482 | 9.75 | 50,307 | 11.52 | ||||
| 2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 1,126 | 6.53 | 308 | 8.48 | ||||
| 2025-07-10 | 13F | HF 咨询集团有限责任公司 | 6,386 | 5.22 | 1,741 | 6.94 | ||||
| 2025-08-14 | 13F | 索恩资本管理有限公司 | 68,320 | 263.38 | 18,630 | 269.28 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 4,328 | 6.68 | 1,181 | 8.55 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 4,621 | 20.09 | 1,003 | -2.43 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 36,649 | 12.17 | 9,994 | -8.51 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 1,485 | 285.71 | 405 | 292.23 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 141,763 | 5.33 | 38,657 | 7.03 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 47,772 | 2.51 | 13,027 | 4.16 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 44,314 | 91.23 | 12,088 | 94.40 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 6,480 | 10.98 | 1,767 | 12.84 | ||||
| 2025-06-27 | NP | HAPY - 港湾企业文化领袖ETF | 151 | 41 | ||||||
| 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 | 61,928 | 9.26 | 16,641 | -14.08 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 281 | 76 | ||||||
| 2025-08-14 | 13F | 南岸银行 | 4,408 | 0.82 | 1,202 | 2.47 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,106 | 8.22 | 574 | 9.96 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 926,408 | 68.96 | 252,622 | 71.68 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 13,032 | 36.70 | 3,554 | 38.90 | ||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 14,947 | 68.76 | 4,076 | 71.51 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 47,700 | 122.90 | 13 | 160.00 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 2,998 | 2.22 | 805 | -17.96 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 7,900 | 6.76 | 2,154 | 8.51 | ||||
| 2025-06-16 | 13F | 彼得森财富管理 | 7,987 | 3.39 | 2,143 | -17.00 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 48,817 | 8.43 | 12,955 | -3.39 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 3,654 | 43.41 | 996 | 45.83 | ||||
| 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 | 37 | 15.62 | 10 | -10.00 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 601,970 | 2.77 | 159,745 | -8.43 | ||||
| 2025-07-23 | 13F | Trifecta 资本顾问有限公司 | 26,506 | 8.27 | 7,228 | 10.02 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 908,101 | 0.83 | 247,630 | 2.46 | ||||
| 2025-07-16 | 13F | 霍华德资本管理集团有限责任公司 | 114,400 | 0.05 | 31,196 | 1.66 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 775,613 | 0.36 | 211,502 | 1.98 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 991 | 270 | ||||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 4,088 | 10.49 | 1,115 | 12.19 | ||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 1,172 | 320 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 87,556 | 59.13 | 23,637 | 55.29 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 520 | 12.07 | 142 | 13.71 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 7,127 | 0.34 | 1,943 | 1.94 | ||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 20,162 | 1.89 | 5,498 | 3.52 | ||||
| 2025-08-25 | NP | DSTL - 美国馏分油基本稳定和价值 ETF | 98,109 | 26,753 | ||||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 312,110 | 0.26 | 83,867 | -21.16 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 1,562 | 28.35 | 426 | 30.37 | ||||
| 2025-07-09 | 13F | 企业银行 | 4,736 | 2.87 | 1,291 | 4.53 | ||||
| 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 | 1,375,001 | 8.78 | 364,884 | -3.08 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 4,771 | 14.25 | 1,301 | 16.16 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 286,862 | 0.53 | 77,083 | -20.94 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Put | 38,200 | 52.80 | 10 | 66.67 | |||
| 2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 25 | 25.00 | 7 | 0.00 | ||||
| 2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 32,292 | 0.23 | 8,677 | -21.18 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 2,518 | 39.19 | 688 | 41.65 | ||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 378 | 40.52 | 102 | 10.99 | ||||
| 2025-08-07 | 13F | 品尼高控股有限公司 | 8,615 | 10.28 | 2,349 | 12.07 | ||||
| 2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 22,097 | 140.21 | 6,026 | 144.12 | ||||
| 2025-05-14 | 13F | 朝圣者伙伴亚洲私人有限公司 | 180 | 48 | ||||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 1,063 | 2.51 | 289 | 2.85 | ||||
| 2025-07-10 | 13F | Alecta Pensionsforsakring, 奥姆塞西迪格 | 495,000 | 39.44 | 134,942 | 41.71 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 6,896 | 0.85 | 1,880 | 2.45 | ||||
| 2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 19,762 | 5,389 | ||||||
| 2025-05-16 | 13F | 协调金融服务有限公司/CO | 1,001 | 269 | ||||||
| 2025-07-11 | 13F | 港湾资本顾问有限公司 | 18,181 | 0.17 | 4,895 | 5.66 | ||||
| 2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 1,948 | 1.04 | 531 | 2.71 | ||||
| 2025-07-30 | 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 | 479 | 29.46 | 127 | 15.45 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 1,158 | 14.77 | 0 | |||||
| 2025-07-11 | 13F | 平博银行公司 | 1,634 | 1.55 | 446 | 3.25 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 6,366 | 11.12 | 1,736 | 12.88 | ||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 7,495 | 14.64 | 2,044 | 16.48 | ||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 2,170 | 0.56 | 592 | 2.07 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 2,957 | 0.92 | 795 | -20.68 | ||||
| 2025-07-08 | 13F | 战略倡导者有限责任公司 | 757 | 207 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 33,513 | 7.43 | 9,139 | 9.16 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 46,129 | 5.23 | 12,579 | 6.93 | ||||
| 2025-07-29 | 13F | 奥特溪顾问有限责任公司 | 17,325 | 47.76 | 4,724 | 50.16 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 5,342 | 27.04 | 1,457 | 29.08 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 67,344 | 174.16 | 18,364 | 178.62 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息机会基金 | 12,419 | 3,337 | ||||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 1,636 | 54.05 | 0 | |||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 18,351 | 188.95 | 5,004 | 193.66 | ||||
| 2025-07-29 | 13F | 西格玛投资顾问公司 | 1,139 | 6.55 | 310 | 8.39 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 754 | 35.37 | 0 | |||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 4,971 | 5.77 | 1,356 | 7.45 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 1,485 | 7.22 | 0 | |||||
| 2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 7,469 | 2.34 | 2,037 | 3.98 | ||||
| 2025-07-11 | 13F | 德克萨斯州金斯顿资本合伙有限公司 | 134,809 | 34 | ||||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 901 | 246 | ||||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 4,378 | 1,194 | ||||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 6,478,800 | 1.84 | 1,766,704 | 3.48 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 26,668 | 7.76 | 7,272 | 9.50 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 3,571 | 31.72 | 975 | 34.11 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 140,530 | 13.00 | 38,320 | 14.83 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 789 | 215 | ||||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 6,586 | 25.74 | 1,796 | 27.76 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 15,457 | 9.11 | 4,215 | 10.87 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 1,775 | 84.32 | 484 | 87.60 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 38,000 | 63.79 | 0 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 11,036 | 30.85 | 3,009 | 32.97 | ||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 0 | 0 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 2,908,977 | 7.78 | 793,249 | 9.52 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 2,264 | 1.89 | 617 | 3.52 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 148 | 0.68 | 40 | 2.56 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 634,085 | 17.23 | 170,385 | -7.81 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 77,525 | 51.16 | 21,140 | 53.60 | ||||
| 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 | 176,563 | 2.00 | 48,147 | 3.65 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 9,938 | 5.53 | 2,710 | 7.20 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 2,407 | 6.69 | 639 | -4.92 | ||||
| 2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 2,018 | 25.97 | 542 | -0.91 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 1,396 | 0.43 | 381 | 1.88 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 152 | 49.02 | 41 | 53.85 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 83,200 | 17.51 | 22,688 | 19.41 | |||
| 2025-08-13 | 13F | 泰德·布坎公司 | 4,826 | 20.68 | 1,316 | 22.65 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 9,256 | 19.66 | 2,524 | 21.58 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 13,790 | 6.29 | 3,760 | 8.01 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 2,180 | 11.17 | 594 | 12.93 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 24,259 | 319.34 | 7 | 500.00 | ||||
| 2025-08-29 | NP | DHFYX - 钻石山大盘Y类集中基金 | 4,528 | 1,235 | ||||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 70,885 | 746.39 | 19,330 | 760.21 | ||||
| 2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 7,682 | 1.79 | 2,072 | 2.32 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 24,533 | 104.14 | 6,690 | 107.41 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 4,067 | 1,094 | ||||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 180 | 195.08 | 49 | 206.25 | ||||
| 2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 209,041 | 56.71 | 57,044 | 66.01 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 4,263 | 1,162 | ||||||
| 2025-07-24 | 13F | IFP 顾问公司 | 19,510 | 76.93 | 5,322 | 79.76 | ||||
| 2025-08-13 | 13F | 橡子顾问有限责任公司 | 1,062 | 22.21 | 0 | |||||
| 2025-07-24 | NP | NEOS ETF 信托 - FIS 光明投资组合聚焦股票 ETF | 9,257 | 17.16 | 2,457 | 4.38 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 2,590 | 46.33 | 706 | 48.63 | ||||
| 2025-07-29 | NP | FMCE-FM 复合股票 ETF | 7,512 | 1,993 | ||||||
| 2025-07-25 | NP | TEMWX - 邓普顿世界基金 A 级 | 231,757 | 36.17 | 61,501 | 21.32 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 4,391 | 26.21 | 1,197 | 28.30 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 7,447 | 1.72 | 1,976 | -9.36 | ||||
| 2025-08-12 | 13F | 向上战略财富投资顾问有限公司 | 745 | 203 | ||||||
| 2025-08-13 | 13F | 正确资本财富管理 | 9,433 | 178.18 | 2,572 | 182.95 | ||||
| 2025-08-04 | 13F | 巴伦汀有限责任公司 | 936 | 255 | ||||||
| 2025-08-29 | NP | OAKLX - Oakmark Select 基金投资者类别 | 956,000 | 35.35 | 260,692 | 10.40 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 728,300 | 241.92 | 198,600 | 247.45 | |||
| 2025-08-14 | 13F | 高盛集团公司 | 8,332,108 | 0.96 | 2,272,083 | 2.59 | ||||
| 2025-03-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 4,421 | 53.93 | 1,206 | 56.49 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 9,727 | 25.11 | 2,652 | 27.13 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 102,336 | 30.28 | 27,157 | 16.07 | ||||
| 2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 756 | 206 | ||||||
| 2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 931 | 128.75 | 254 | 132.11 | ||||
| 2025-07-23 | 13F | 米罗娃美国有限责任公司 | 679,213 | 4.43 | 185,215 | 6.12 | ||||
| 2025-08-28 | NP | TLCHX - 社会选择股票基金 | 4,320 | 2.81 | 1,178 | 4.53 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 1,351 | 368 | ||||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 30,866 | 19.55 | 8,294 | -5.99 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 2,762 | 230.38 | 753 | 253.52 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 182,838 | 49,858 | ||||||
| 2025-06-24 | NP | 路博迈下一代连接基金公司 | 60,169 | 41.02 | 16,168 | 10.91 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 6,416 | 15.23 | 1,724 | -9.36 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 5,847 | 2.26 | 1,594 | 3.91 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 22,340 | 4.51 | 6,092 | 6.21 | ||||
| 2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 995 | 2.58 | 271 | 4.23 | ||||
| 2025-08-13 | 13F | 平衡财富集团有限公司 | 1,065 | 0.28 | 275 | -3.17 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 777 | 212 | ||||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 2,279 | 0.62 | 622 | 2.31 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,034 | 0.60 | 2,663 | -10.37 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 386,550 | 0.12 | 105,408 | 1.74 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 234,600 | 102.24 | 63,973 | 105.51 | |||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 55,578 | 147.44 | 15,156 | 151.45 | ||||
| 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 | 71,842 | 3.07 | 19,065 | -8.17 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 18,633 | 33.21 | 4,945 | 18.67 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 4,650 | 3.91 | 1,268 | 5.67 | ||||
| 2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 15,260 | 1.25 | 4,161 | 2.89 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 1,065 | 18.86 | 290 | 20.83 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 1,237,031 | 0.84 | 341 | 5.57 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 153,655 | 19.34 | 42 | 20.59 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 1,600 | 436 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 2,500 | 682 | |||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 5,693 | 1.75 | 1,552 | 3.40 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 2,634 | 3.95 | 699 | -7.43 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 127,875 | 23.54 | 34,870 | 25.54 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 24,921 | 14.21 | 6,613 | 1.75 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 2,353 | 13.67 | 642 | 15.50 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 2,574 | 0.12 | 697 | 6.57 | ||||
| 2025-07-08 | 13F | 米拉博与Cie SA | 6,695 | 608.47 | 1,826 | 621.34 | ||||
| 2025-08-14 | 13F | 阿莱特资本管理有限公司 | 70,000 | 180.00 | 19,088 | 184.51 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 44,417 | 1.21 | 12,112 | 2.84 | ||||
| 2025-06-25 | NP | SHGTX - 哥伦比亚塞利格曼全球科技基金 A 类 | 145,198 | 1.59 | 39,016 | -20.11 | ||||
| 2025-04-28 | NP | FWD - AB 颠覆者 ETF | 19,119 | 5,695 | ||||||
| 2025-05-30 | NP | 放大 ETF 信托 - 放大 CWP 增长和收入 ETF | 434 | 116 | ||||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 85,341 | 24.36 | 23,272 | 26.36 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 7,755,317 | 26.25 | 2,087,545 | 32.53 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 174,145 | 34.43 | 47,488 | 36.60 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 23,394 | 13.50 | 6,379 | 15.33 | ||||
| 2025-05-15 | 13F | 基准投资顾问有限责任公司 | 4,025 | 259.38 | 1,080 | 188.77 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 7,230 | 5.95 | 1,972 | 7.65 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 1,713 | 4.71 | 467 | 6.38 | ||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 1,331 | 42.51 | 363 | 44.80 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 9,500 | 2.70 | 2,591 | 4.35 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 43,230 | 6.77 | 11,788 | 8.50 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 50,184 | 10.18 | 13,485 | -13.36 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 555,351 | 18.24 | 151,439 | 20.15 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 50,000 | 46.72 | 13,268 | 30.72 | ||||
| 2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 19,976 | 40.04 | 5,447 | 42.29 | ||||
| 2025-07-18 | 13F | 布鲁斯克咨询服务有限公司 | 826 | 0.85 | 225 | 2.74 | ||||
| 2025-08-26 | NP | XOVR - ERShares Entrepreneur 30 ETF | 44,517 | 11.20 | 12,139 | 13.01 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 27,003 | 11.65 | 7,363 | 13.45 | ||||
| 2025-07-09 | 13F | 克里斯托弗·J·哈森伯格有限公司 | 116 | 383.33 | 32 | 416.67 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 2,528,794 | 160.70 | 689,577 | 164.91 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -143 | -19.66 | ||||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 4,902 | 11.36 | 1,337 | 13.12 | ||||
| 2025-07-07 | 13F | Modus 顾问有限责任公司 | 15,226 | 2.91 | 4,152 | 4.58 | ||||
| 2025-08-28 | NP | XSW - SPDR(R) S&P(R) 软件与服务 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,438 | 13.87 | 3,664 | 15.73 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 841 | 0 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 2,252 | 0.63 | 614 | 2.33 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 399,803 | 6.79 | 109,022 | 8.51 | ||||
| 2025-07-23 | 13F | 元素财富有限责任公司 | 1,071 | 2.00 | 292 | 3.56 | ||||
| 2025-05-15 | 13F | IronBridge 私人财富有限责任公司 | 11,386 | 3,056 | ||||||
| 2025-07-17 | 13F | 联合资本管理有限公司 | 1,316 | 0.69 | 359 | 2.29 | ||||
| 2025-07-29 | NP | JDVRX - PGIM JENNISON 价值基金 R 级 | 33,702 | 2.63 | 8,943 | -8.57 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 12,048 | 3.31 | 3,285 | 4.99 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 128,594 | 4.77 | 35,066 | 6.46 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 19,760 | 6.93 | 5 | 25.00 | ||||
| 2025-05-23 | NP | BGALX - Baillie Gifford 全球 Alpha 股票基金 4 级 | 25,733 | 6,906 | ||||||
| 2025-08-08 | 13F | 王财富 | 2,455 | 71.80 | 1 | |||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 3,481 | 4.72 | 949 | 6.39 | ||||
| 2025-08-13 | 13F | 资本财富有限公司 | 7,551 | 0.05 | 2,059 | 1.63 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 73,179 | 0.56 | 19,955 | 2.18 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 68,318 | 7.71 | 18,130 | -4.03 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 38,100 | 18.82 | 10,238 | -6.56 | ||||
| 2025-06-26 | NP | MWEFX - MFS 全球股票基金 A | 75,142 | 13.77 | 20,191 | -10.53 | ||||
| 2025-07-29 | NP | PJFV - PGIM Jennison 聚焦价值 ETF | 1,839 | 19.88 | 488 | 7.02 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 249,243 | 11.12 | 66,974 | -12.62 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 27,374 | 6.64 | 7,356 | -16.14 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 24,014 | 4.99 | 6,548 | 6.68 | ||||
| 2025-08-11 | 13F | 嘉民金融公司 | 52,055 | 14,195 | ||||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 48,634 | 4.59 | 13,262 | 6.28 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 4,891 | 0.47 | 1,314 | 0.38 | ||||
| 2025-07-22 | 13F | 塔尔博特金融有限责任公司 | 78,826 | 28.90 | 21,495 | 30.99 | ||||
| 2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 7,328 | 111.73 | 1,945 | 88.74 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 7,317 | 5.63 | 1,995 | 7.37 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 1,205 | 4.78 | 0 | |||||
| 2025-06-26 | NP | MSTMX - 晨星多部门债券基金 | 353 | 105.23 | 95 | 62.07 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 1,045 | 285 | ||||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 3,406 | 31.66 | 915 | 3.62 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 4,890 | 4.11 | 1,332 | 5.55 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 527,548 | 156.53 | 143,857 | 160.67 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 4,392 | 229.24 | 1,198 | 235.29 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 695,180 | 22.50 | 189,569 | 24.48 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL 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 | 9,198 | 118.27 | 2,441 | 94.42 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 87,439 | 0.67 | 23,844 | 2.29 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 306,990 | 0.55 | 83,713 | 2.17 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国美国 130/30 股票投资组合 R6 级 | 29,436 | 7,910 | ||||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 1,028 | 280 | ||||||
| 2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 7,166 | 5.83 | 1,954 | 7.54 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 62,449 | 11.02 | 17,029 | 12.81 | ||||
| 2025-08-12 | 13F | 白松资本有限公司 | 3,222 | 32.76 | 879 | 34.87 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 15,074 | 17.68 | 4,000 | 4.85 | ||||
| 2025-07-18 | 13F | 布朗希普利有限公司 | 145 | 40 | ||||||
| 2025-07-14 | 13F | 沙夫投资有限公司 | 11,116 | 8.63 | 3,031 | 10.38 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 9,898 | 13.28 | 2,699 | 15.15 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 902,523 | 88.99 | 246,109 | 92.04 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 34 | 9 | ||||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 216,100 | 69.22 | 58,928 | 71.96 | |||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,474,024 | 6.96 | 391,162 | -4.71 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 22,887 | 4.26 | 6,241 | 5.94 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 1,014,400 | 9.40 | 276,617 | 11.17 | |||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 260,790 | 12.81 | 71,115 | 14.63 | ||||
| 2025-07-25 | 13F | 谷溪资本集团有限公司 | 4,969 | 5.52 | 1,355 | 7.28 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 136,195 | 13.16 | 37,139 | 14.99 | ||||
| 2025-07-16 | 13F | 远景资本管理公司 | 25,292 | 4.50 | 6,897 | 6.19 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 165,489 | 8.54 | 45,127 | 10.29 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 66 | 214.29 | 18 | 240.00 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 905 | 73.37 | 243 | 39.08 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 749 | 204 | ||||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 7,794 | 19.82 | 2,125 | 21.78 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 919 | 251 | ||||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 54,779 | 1.05 | 14,938 | 2.68 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 7 | 16.67 | 2 | 0.00 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 94,215 | 1.42 | 25,691 | 3.06 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 401 | 32.34 | 108 | 3.88 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 122,366 | 12.47 | 33,368 | 14.28 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 7,962 | 40.08 | 2,113 | 24.82 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 3,876 | 37.64 | 1,057 | 39.87 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 21,989 | 8.95 | 5,996 | 10.71 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 232,766 | 24.25 | 63,473 | 26.26 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 7,367 | 2,463 | ||||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 9,351 | 0.33 | 2,550 | 1.92 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 12,159 | 10.00 | 3,316 | 11.77 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 1,014 | 10.22 | 277 | 12.20 | ||||
| 2025-07-22 | 13F | 普伦蒂斯·史密斯公司 | 23,729 | 44.62 | 6,471 | 46.95 | ||||
| 2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 275 | 75 | ||||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 3,245 | 885 | ||||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 1,907 | 28.16 | 520 | 30.08 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 313 | 195.28 | 85 | 2.41 | ||||
| 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 | 72,694 | 310.84 | 24,840 | 381.84 | ||||
| 2025-08-29 | NP | JLFSX - 全球气候行动基金 - I 类 | 905 | 34.27 | 247 | 36.67 | ||||
| 2025-06-26 | NP | CHAT - Roundhill 生成型人工智能与技术 ETF | 20,097 | 24.29 | 5,400 | -2.26 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 1,409 | 4.45 | 384 | 6.08 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 105,429 | 2.30 | 28,330 | -19.55 | ||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 6,365 | 0.32 | 1,736 | 1.94 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 125,810 | 76.49 | 34,307 | 79.34 | ||||
| 2025-08-26 | NP | 贝莱德 ESG 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 | 67,027 | 6.56 | 18,278 | 8.28 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 274,295 | 6.35 | 74,797 | 8.06 | ||||
| 2025-06-25 | NP | RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF | 97,459 | 26,188 | ||||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 4,330 | 3.19 | 1,181 | 4.80 | ||||
| 2025-03-31 | NP | FGEAX - 富达顾问全球资本增值基金A级 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,500 | 85.71 | 2,221 | 117.96 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 47 | 51.61 | 13 | 50.00 | ||||
| 2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 1,009,439 | 2.43 | 275,264 | 4.08 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 3,752 | 1,023 | ||||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 6,265 | 72.88 | 1,708 | 75.72 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 26,984 | 3.38 | 7,358 | 5.04 | ||||
| 2025-03-25 | NP | FTC - First Trust 大盘成长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,556 | 245.75 | 8,049 | 305.49 | ||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺纳斯达克自由现金流成就 ETF | 1,910 | 1.81 | 507 | -9.32 | ||||
| 2025-08-11 | 13F | FSA财富管理有限责任公司 | 94 | 1.08 | 26 | 0.00 | ||||
| 2025-07-14 | 13F | 马索·托伦斯财富管理公司 | 3,751 | 7.11 | 1,023 | 8.84 | ||||
| 2025-08-13 | 13F | 谢尔顿资本管理公司 | 45,055 | 20.95 | 12,286 | 22.91 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 9,494 | 116.66 | 2,589 | 76.66 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 5,148 | 1.42 | 1,383 | -20.24 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 24,419 | 0.51 | 6,659 | 2.13 | ||||
| 2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 14,369 | 0.55 | 3,918 | 2.16 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 32,371 | 0.26 | 8,827 | 1.88 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 15,820 | 2.95 | 4,314 | 4.61 | ||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,300 | 7.47 | 1,141 | -4.20 | ||||
| 2025-06-26 | NP | SJCAX - Steward 大盘核心基金 A 类 | 9,000 | 28.57 | 2,418 | 1.13 | ||||
| 2025-08-13 | 13F | 柯罗尼资本公司 | 92,371 | 25,189 | ||||||
| 2025-08-14 | 13F | 卓越资本有限合伙人 | 786,648 | 114.26 | 214,511 | 117.72 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 4,007,498 | 19.37 | 1,092,805 | 21.29 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 604,195 | 5.24 | 162,353 | -17.24 | ||||
| 2025-07-23 | 13F | 海明威信托有限责任公司 | 47,719 | 40.64 | 13,012 | 42.91 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 5,267 | 8.64 | 1,436 | 10.38 | ||||
| 2025-07-11 | 13F | CMH 财富管理有限责任公司 | 27,420 | 5.80 | 7,488 | 7.66 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球增长投资组合初始类别 | 4,141 | 17.94 | 1,129 | 19.85 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 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 | 6,500 | 10.17 | 1,725 | -1.88 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 3,274 | 31.64 | 893 | 33.73 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 2,424 | 661 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 49 | 36.11 | 13 | 44.44 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 2,787 | 91.15 | 748 | 53.39 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 491 | 151.79 | 146 | 128.13 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 131,607 | 38.90 | 34,925 | 23.76 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 54,944 | 100.96 | 14,983 | 104.20 | ||||
| 2025-08-14 | 13F | 斯特恩律师事务所 | 203,767 | 3.00 | 55,626 | 4.77 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,603 | 29.17 | 431 | 1.42 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,541 | 207.63 | 693 | 213.12 | ||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 1,508 | 11.62 | 405 | -12.15 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,466 | 12.27 | 1,185 | 0.08 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 4,805 | 9.45 | 1,310 | 11.21 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 16,009 | 248.93 | 4,365 | 254.59 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 8,907 | 0.07 | 2,429 | 1.68 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 3,424,169 | 27,361.46 | 13 | -99.64 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 1,316,727 | 4.29 | 359 | 6.21 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,257 | 2.13 | 7,056 | -19.68 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 4,044 | 4.04 | 1,103 | 5.66 | ||||
| 2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 2,425 | 0.92 | 661 | 2.64 | ||||
| 2025-07-25 | 13F | 苏玛公司 | 1,780 | 485 | ||||||
| 2025-06-26 | NP | Spdr 道琼斯工业平均指数 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,523,496 | 5.89 | 1,484,219 | -16.73 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 14,501 | 10.53 | 3,960 | 12.47 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 776,620 | 36.22 | 211,777 | 38.42 | ||||
| 2025-08-07 | 13F/A | 约瑟夫集团资本管理 | 12,831 | 27.38 | 3,499 | 29.41 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯增长基金可变年金 | 456 | 10.68 | 124 | 12.73 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 价值投资组合 I 类 | 99,713 | 6.60 | 27,191 | 8.32 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 12,933 | 21.56 | 3,432 | 8.33 | ||||
| 2025-07-22 | 13F | 希科利资产管理公司 | 1,435 | 1.99 | 391 | 3.71 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 3,441 | 35.90 | 938 | 38.14 | ||||
| 2025-07-23 | 13F | 萨默维尔·库尔特·F | 18,824 | 23.93 | 5,133 | 25.93 | ||||
| 2025-07-23 | 13F | 查特信托公司 | 14,586 | 1.67 | 3,977 | 3.33 | ||||
| 2025-08-07 | 13F | 拉弗投资公司 | 2,130 | 172.03 | 581 | 176.19 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 888 | 0.23 | 242 | 2.11 | ||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 1,347,936 | 17.54 | 367,569 | 19.44 | ||||
| 2025-05-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 36,062 | 10.16 | 9,678 | -11.58 | ||||
| 2025-08-07 | 13F | 赛普拉斯资本有限责任公司 | 1,595 | 37.98 | 435 | 40.32 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 29,575 | 0.84 | 7,947 | -20.70 | ||||
| 2025-08-13 | 13F | Fairtree 资产管理（私人）有限公司 | 3,857 | 136.34 | 1,052 | 140.50 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 302 | 24.79 | 82 | 28.13 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 75,834 | 4.96 | 20,679 | 6.66 | ||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 205 | 2.50 | 56 | 3.77 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 61,300 | 3,986.67 | 16,716 | 4,057.96 | |||
| 2025-08-12 | 13F | 维亚财富有限公司 | 5,263 | 6.75 | 1,435 | 8.47 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 912,649 | 2.42 | 248,870 | 4.07 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 746 | 203 | ||||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 798 | 1.27 | 218 | 2.84 | ||||
| 2025-08-25 | NP | ANCFX - 美国基金基本投资者 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,899,685 | 30.55 | 790,715 | 32.65 | ||||
| 2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,754 | 34.84 | 1,024 | 36.95 | ||||
| 2025-08-06 | 13F | 麦克雷资本管理公司 | 53,042 | 15.14 | 14,464 | 17.00 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 2,150 | 124.66 | 571 | 100.00 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,832 | 19.66 | 4,517 | -3.93 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 871 | 238 | ||||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 41,153 | 0.88 | 11,222 | 2.50 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 32,209 | 16.28 | 8,783 | 18.16 | ||||
| 2025-08-06 | 13F | 财务咨询公司 /ut/ /adv | 2,206 | 80.52 | 1 | |||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 20,137 | 1.19 | 5,491 | 2.83 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 852 | 233 | ||||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 4,987 | 1,360 | ||||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 34,631 | 110.00 | 9,444 | 113.40 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 156,228 | 27.59 | 42,602 | 29.65 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 62,987 | 7.17 | 16,715 | -4.52 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 3,328 | 908 | ||||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 359,300 | 0.96 | 98 | 2.11 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 893 | 0.45 | 244 | 2.10 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 2,589 | 34.35 | 706 | 36.36 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 17,139 | 2.00 | 4,674 | 3.64 | ||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 136 | 18.26 | 37 | 23.33 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 4,045 | 2.28 | 1,103 | 3.96 | ||||
| 2025-07-28 | 13F | 达世币收购公司 | 65,329 | 2.05 | 17,457 | -5.69 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 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 | 326 | 26.36 | 87 | 13.16 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 3,024,858 | 2.40 | 824,849 | 4.05 | ||||
| 2025-08-08 | 13F | 柏灵财富合伙有限公司 | 22,343 | 12.97 | 6,093 | 14.79 | ||||
| 2025-08-28 | NP | WBIF - WBI BullBear Value 3000 ETF | 972 | 265 | ||||||
| 2025-04-23 | NP | GAGVX - 高盛蓝筹基金A级 | 2,266 | 0.53 | 675 | -9.29 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 153,094 | 3.41 | 40,627 | -7.87 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 426 | 54.35 | 116 | 56.76 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 954 | 37.27 | 253 | 22.22 | ||||
| 2025-07-28 | 13F | 大象马克B | 4,409 | 29.03 | 1,202 | 31.22 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 11,400 | 52.00 | 3,109 | 54.47 | |||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 18,478 | 5.70 | 5,039 | 7.40 | ||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 18,810 | 1.83 | 5,129 | 3.47 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 176,900 | 217.59 | 48,239 | 222.73 | |||
| 2025-08-13 | 13F | Saiph资本有限责任公司 | 2,602 | 25.64 | 710 | 27.75 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 758,990 | 2.47 | 206,969 | 4.12 | ||||
| 2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 12,604 | 10.22 | 3,437 | 11.99 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura 金融集团有限责任公司 | 996 | 272 | ||||||
| 2025-08-14 | 13F | 富国银行/百万 | Call | 20,000 | 1,150.00 | 5,454 | 1,171.10 | |||
| 2025-08-14 | 13F | 锦绣资本投资管理有限公司 | 171,646 | 2.60 | 46,806 | 4.25 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 10,478 | 49.26 | 2,857 | 51.73 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | Call | 6,500 | 1,772 | |||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 1,244,670 | 4.91 | 339,409 | 6.60 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,044 | 40.95 | 3,284 | 43.22 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 3,896 | 12.31 | 1,062 | 14.19 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 9,443 | 141.94 | 2,575 | 145.94 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 2,301 | 11.05 | 628 | 12.77 | ||||
| 2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,028,169 | 43.16 | 280,371 | 45.47 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 172,619 | 3.48 | 47 | 6.82 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 204,107 | 456.70 | 55,658 | 465.68 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 13,419 | 551.09 | 3,660 | 561.66 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 222,900 | 13.67 | 60,783 | 15.50 | |||
| 2025-08-13 | 13F | 米林顿财务顾问有限责任公司 | 7,231 | 15.24 | 1,932 | 20.75 | ||||
| 2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 997 | 1.42 | 272 | 8.40 | ||||
| 2025-07-24 | NP | FEQTX - 富达股票股息收入基金 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 | 90,700 | 53.47 | 24,069 | 36.74 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 331,500 | 141.27 | 90,397 | 145.16 | |||
| 2025-07-28 | 13F | 哈德森资本管理有限公司 | 17,209 | 3.38 | 4,693 | 5.04 | ||||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 2,640 | 701 | ||||||
| 2025-06-27 | NP | GDIV - Harbour 股息增长领先 ETF | 12,768 | 3,431 | ||||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 14,198 | 91.50 | 3,872 | 94.62 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 2,473 | 77.28 | 674 | 77.37 | ||||
| 2025-07-28 | 13F | 白羊座财富管理 | 2,266 | 30.23 | 618 | 32.40 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 13,946 | 32.38 | 3,803 | 34.49 | ||||
| 2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 20,686 | 6 | ||||||
| 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 | 2,733 | 41.46 | 745 | 43.82 | ||||
| 2025-08-14 | 13F | 诺和控股有限公司 | 330,187 | 21.04 | 90,039 | 22.99 | ||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 53,375 | 0.68 | 14,559 | 2.15 | ||||
| 2025-08-05 | 13F | 马雷斯特资本有限责任公司 | 1,326 | 362 | ||||||
| 2025-07-25 | 13F | GFS 顾问有限责任公司 | 1,244 | 6.42 | 339 | 7.96 | ||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 2,594 | 24.06 | 707 | 26.02 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 252 | 69 | ||||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 4,713 | 1.40 | 1,289 | 2.71 | ||||
| 2025-08-14 | 13F | Intermede投资伙伴有限公司 | 396,274 | 8.29 | 108 | 10.20 | ||||
| 2025-08-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 23,335 | 11.71 | 6,363 | 13.52 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 63,191 | 518.13 | 17,251 | 529.83 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 1,438 | 41.67 | 393 | 44.12 | ||||
| 2025-08-12 | 13F | 霍尔德内斯投资公司 | 3,074 | 5.60 | 838 | 7.30 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 8,479 | 0.41 | 2,312 | 2.08 | ||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 11,698 | 12.94 | 3,190 | 14.75 | ||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 2,709 | 1.27 | 741 | 8.65 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 138 | 46.81 | 38 | 48.00 | ||||
| 2025-06-25 | NP | WWICX - Westwood 收入机会基金 C 类股票 | 10,648 | 1.93 | 2,861 | -19.84 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 8,090 | 0.14 | 2,147 | -10.81 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 22,734 | 156.13 | 6,199 | 160.35 | ||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 15,251 | 6.63 | 4,047 | -5.00 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 2,725 | 743 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 286,074 | 14.66 | 77,947 | 16.37 | ||||
| 2025-07-28 | 13F | Variant Private Wealth, LLC | 1,113 | 0.09 | 304 | 1.68 | ||||
| 2025-08-08 | 13F | 第1776章 | 6,656 | 0.24 | 1,815 | 1.91 | ||||
| 2025-06-26 | NP | FCPI - 富达通胀股票 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,122 | 7.34 | 1,108 | 11.48 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 2,719 | 1.15 | 722 | -9.87 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 25,271 | 8.58 | 6,891 | 10.34 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 12,967 | 4.92 | 3,536 | 6.60 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 24,727 | 10.85 | 6,743 | 12.63 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 21,513 | 6.87 | 5,866 | 8.59 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 228,164 | 10.45 | 61,310 | -13.15 | ||||
| 2025-07-11 | 13F | BDF-管理 | 32,120 | 27.78 | 8,759 | 29.84 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 25,876 | 12.82 | 7,056 | 14.66 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 114,662 | 6.86 | 31,267 | 8.59 | ||||
| 2025-05-30 | NP | Tidal Trust III - Unity Wealth Partners 动态资本增值及期权 ETF | 62 | 17 | ||||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 2,689 | 1.01 | 733 | 2.66 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 2,958 | 3.72 | 807 | 5.36 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 260,101 | 3.56 | 71,024 | 5.38 | ||||
| 2025-08-14 | 13F | 毕宿五金融公司 | 4,176 | 0.02 | 1,139 | 1.61 | ||||
| 2025-07-28 | 13F | 纳德勒金融集团公司 | 1,079 | 0.19 | 294 | 1.73 | ||||
| 2025-08-04 | 13F | BLB&B 顾问有限公司 | 50,261 | 4.35 | 13,706 | 6.03 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 80,278 | 4.42 | 21,572 | -17.88 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 1,973,141 | 1,729.63 | 538 | 1,821.43 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 22,547 | 17.53 | 6,148 | 19.43 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 11,579 | 1.12 | 3,158 | 2.77 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 2,651 | 0.11 | 723 | 1.69 | ||||
| 2025-07-15 | 13F | Ccm 投资顾问有限公司 | 65,261 | 0.51 | 17,796 | 2.13 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 7,008 | 480.13 | 1,911 | 489.81 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 627 | -105.77 | 171 | -105.83 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 142,828 | 4.39 | 38,948 | 6.07 | ||||
| 2025-06-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 291,045 | 6.48 | 78,207 | -16.26 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 19,206 | 2.63 | 5,237 | 4.30 | ||||
| 2025-08-25 | 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 | 1,191,227 | 10.13 | 324,836 | 11.90 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 10,370 | 231.73 | 2,828 | 170.53 | ||||
| 2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 1,709 | 8.58 | 466 | 10.43 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 5,426 | 7.04 | 1,480 | 8.75 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 10,673 | 24.92 | 2,910 | 26.96 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 437,200 | 4,272.00 | 119,220 | 4,343.53 | |||
| 2025-08-14 | 13F | 德肖公司 | 851,040 | 36.43 | 232,070 | 38.64 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 18,904 | 0.53 | 5,155 | 2.14 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 382 | 18.27 | 104 | 20.93 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 20,415 | 85.69 | 5,486 | 46.03 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 424,500 | 115,757 | |||||
| 2025-08-14 | 13F | ClearAlpha 技术公司 | 4,044 | 431.41 | 1,103 | 440.20 | ||||
| 2025-07-22 | 13F | 威尔斯特雷卡索金融集团有限责任公司 | 22,668 | 4.73 | 6,181 | 6.42 | ||||
| 2025-08-14 | 13F/A | 哈钦森财务顾问公司 | 4,343 | 1,184 | ||||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,476 | 25.40 | 392 | 11.71 | ||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 330,250 | 61.25 | 90,056 | 63.86 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 51,770 | 32.94 | 13,911 | 4.55 | ||||
| 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 | 48,030 | 2.18 | 12,906 | -19.65 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 1,028,739 | 23.54 | 280,527 | 25.53 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 169,138 | 41.52 | 46,122 | 43.81 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 765,842 | 0.51 | 208,837 | 2.13 | ||||
| 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 | 236,393 | 1.60 | 63,521 | -20.10 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 148,254 | 9.24 | 40 | 11.11 | ||||
| 2025-08-12 | 13F | 富通资本管理有限公司 | 23,765 | 53.00 | 6,480 | 55.47 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 2,969 | 810 | ||||||
| 2025-08-06 | 13F | Spurstone 咨询服务有限公司 | 125 | 34 | ||||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 17,980 | 8.14 | 4,903 | 9.86 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend 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 | 5,750 | 1,568 | ||||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 6,144 | 1,675 | ||||||
| 2025-08-13 | 13F | 资本国际投资者 | 18,321,679 | 34.91 | 4,996,264 | 37.08 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 137,368 | 12.32 | 37,459 | 14.14 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 65 | 109.68 | 18 | 112.50 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 82 | 52.83 | |||||
| 2025-08-14 | 13F | 曼氏集团 | 1,294,837 | 269.94 | 353,089 | 275.91 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 324,960 | 8.29 | 88,613 | 10.04 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 4,568 | 9.26 | 1,246 | 10.96 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 423 | 115 | ||||||
| 2025-08-26 | NP | TILCX - T. Rowe Price 机构大盘价值基金 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 | 153,300 | 41,803 | ||||||
| 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 | 12,069 | 22.45 | 3,203 | 9.10 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 142,275 | 6.29 | 37,756 | -5.30 | ||||
| 2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 68,066 | 4.43 | 18,290 | -17.88 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 7,128 | 282.61 | 2 | |||||
| 2025-07-30 | 13F | Chokshi & Queen 财富顾问公司 | 1,000 | 273 | ||||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 431,776 | 3.68 | 116,023 | -18.46 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 35,778 | 0.32 | 9,771 | 2.09 | ||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 131,374 | 25.87 | 35,824 | 27.90 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/AQR 大盘防御型基金 (I) | 2,812 | 20.27 | 767 | 54.44 | ||||
| 2025-07-29 | NP | LSAGX - Loomis Sayles 全球增长基金 A 类 | 8,938 | 16.35 | 2,372 | 3.63 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 3,006 | 57.71 | 820 | 60.27 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 1,936 | 24.66 | 528 | 26.92 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85,408 | 26.26 | 23,290 | 28.30 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 571 | -131.48 | 156 | -131.89 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 54,004 | 22.19 | 14,726 | 1.02 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 8,312 | 7.99 | 2,275 | 10.12 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 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 | 10,640 | 10,757.14 | 2,901 | 11,057.69 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 217,200 | 0.42 | 59,228 | 2.04 | |||
| 2025-07-29 | NP | PRCS-帕纳索斯核心精选 ETF | 4,137 | 140.24 | 1,128 | 144.16 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 134,482 | 0.84 | 36,672 | 2.46 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 32,080 | 5.84 | 8,748 | 7.55 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 2,177 | 22.10 | 1 | |||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 5,723 | 54.68 | 1,561 | 57.26 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 740,000 | 15.18 | 201,791 | 17.03 | |||
| 2025-06-23 | NP | CMNWX - 本金资本增值基金（fka西海岸股票基金）A级 | 217,220 | 0.06 | 58,369 | -21.31 | ||||
| 2025-07-29 | NP | PFGEX - Parnassus 成长股票基金投资者股票 | 5,011 | 4.29 | 1,366 | 5.97 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 71,251 | 2.05 | 19,429 | 3.69 | ||||
| 2025-07-07 | 13F | M & L资本管理有限公司 | 11,000 | 3,000 | ||||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 11,922 | 427.76 | 3,251 | 436.47 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 150 | 284.62 | 41 | 300.00 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 2,343 | 52.94 | 639 | 55.23 | ||||
| 2025-04-25 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 2,839 | 107.83 | 846 | 144.93 | ||||
| 2025-08-11 | 13F | 斯通里奇投资合伙公司 | 8,340 | 13.87 | 2 | 100.00 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 41,159 | 4.77 | 11,224 | 6.46 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 207,727 | 10.81 | 57 | 12.00 | ||||
| 2025-07-30 | NP | AOTG - AOT 增长与创新 ETF | 9,695 | 20.12 | 2,573 | 7.03 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 31 | 8 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 251,846 | 8.88 | 68,676 | 10.64 | ||||
| 2025-08-08 | 13F | 中环资产投资管理控股(香港)有限公司 | 1,000 | 273 | ||||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 10,289 | 29.86 | 2,806 | 31.88 | ||||
| 2025-08-06 | 13F | SP资产管理有限责任公司 | 24,875 | 0.17 | 6,783 | 1.80 | ||||
| 2025-08-06 | 13F | 西耶纳管理 | 48,728 | 10.56 | 12,131 | 5.51 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 194 | 18.29 | 53 | 20.45 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 2,688 | 4.88 | 733 | 6.55 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 5,009,953 | 2.88 | 1,366,084 | 4.20 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 15,282 | 16.79 | 4,106 | -8.16 | ||||
| 2025-07-30 | NP | ITAN - Sparkline 无形价值 ETF | 2,391 | 2.31 | 634 | -8.91 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 8,600 | 2,345 | |||||
| 2025-08-11 | 13F | 文艺复兴集团有限公司 | 115,370 | 4.19 | 31,460 | 5.87 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 125 | 34 | ||||||
| 2025-04-22 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 3,309 | 3.93 | 986 | -6.19 | ||||
| 2025-07-31 | 13F | 卡博特财富管理公司 | 11,103 | 1.11 | 3,028 | 2.75 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 4,770 | 225.60 | 1,301 | 230.79 | ||||
| 2025-07-18 | 13F | 德尔泰克资产管理有限公司 | 9,500 | 46.15 | 2,591 | 48.51 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 10,406 | 46.30 | 2,838 | 48.69 | ||||
| 2025-07-25 | NP | ABPAX - AB 保守财富策略 A 级 | 6,092 | 6.35 | 1,617 | -5.28 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 200 | 52 | ||||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 12,930 | 88.26 | 3,526 | 91.32 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 107,712 | 1.14 | 29,372 | 2.77 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 4,625 | 5.02 | 1,195 | 1.10 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 9,622 | 11.04 | 2,582 | -10.84 | ||||
| 2025-08-11 | 13F | 绍克投资顾问公司 | 1,093 | 0.18 | 298 | 1.71 | ||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 2,443 | 666 | ||||||
| 2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 44,450 | 82.88 | 12,121 | 85.85 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 126,841 | 38.21 | 34,588 | 40.45 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 106,900 | 5.53 | 29,151 | 7.23 | ||||
| 2025-07-23 | 13F | 莫雷与奎因财富合伙人有限责任公司 | 2,778 | 0.91 | 758 | 2.57 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,568 | 38.52 | 428 | 40.92 | ||||
| 2025-08-05 | 13F | 财务意识顾问公司 | 2,868 | 782 | ||||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 2,826 | 218.24 | 759 | 150.50 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 28,521 | 8.60 | 7,778 | 10.36 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 1,064 | 16.16 | 290 | 18.37 | ||||
| 2025-08-05 | 13F | 大中西部金融集团有限责任公司 | 24,223 | 12.89 | 6,605 | 14.71 | ||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 9,484 | 29.99 | 3 | 100.00 | ||||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | 12,533 | 3,418 | ||||||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | Put | 12,500 | 3,409 | |||||
| 2025-04-01 | NP | CAMLX - 国会大型成长基金零售类别 | 12,500 | 177.78 | 4,271 | 225.78 | ||||
| 2025-07-07 | 13F | 佛得资本管理公司 | 9,051 | 7.28 | 2,468 | 9.01 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Call | 46,000 | 206.67 | 12,544 | 211.63 | |||
| 2025-08-06 | 13F | 沃克纳·康登财务顾问有限责任公司 | 2,266 | 3.00 | 618 | 4.58 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 1,757 | 3.47 | 479 | 5.27 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 10,045 | 6.68 | 2,739 | 8.43 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 41,394 | 28.60 | 11,288 | 30.67 | ||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 1,661 | 1.90 | 453 | 3.43 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 15,544 | 4,239 | ||||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 12,182 | 14.09 | 3,322 | 15.92 | ||||
| 2025-08-13 | 13F | 丹卡金融 | 34,700 | 64.45 | 9,462 | 67.11 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 22 | 214.29 | 6 | 400.00 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 1,132 | 309 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 28,756 | 7.54 | 7,841 | 9.28 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 3,600 | 118.98 | 33 | -92.52 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 12,624 | 32.48 | 3,442 | 34.61 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 3,556 | 173.75 | 970 | 178.45 | ||||
| 2025-08-27 | NP | WISE - 主题生成人工智能 ETF | 1,700 | 1.19 | 464 | 2.89 | ||||
| 2025-08-13 | 13F | M 控股证券公司 | 10,975 | 3 | ||||||
| 2025-08-14 | 13F | 斯坦伯格资产管理有限公司 | 8,348 | 6.44 | 2,280 | 8.32 | ||||
| 2025-08-29 | NP | LGRRX - Loomis Sayles A 类增长基金 | 1,540,582 | 4.61 | 420,101 | 6.30 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 527,121 | 11.09 | 143,741 | 12.88 | ||||
| 2025-08-01 | 13F | 克拉克资产管理有限公司 | 780 | 2.36 | 213 | 3.92 | ||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 12,861 | 673.36 | 3,512 | 687.44 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap 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 | 2,835 | 773 | ||||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大盘成长基金 | 6,029 | 18.24 | 1,644 | 20.18 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 25,382 | 5.87 | 6,921 | 7.59 | ||||
| 2025-08-14 | 13F | 右舷价值有限合伙人 | 1,252,247 | 47.38 | 341,475 | 49.76 | ||||
| 2025-08-14 | 13F | 克利福德集团有限责任公司 | 1,196 | 19.60 | 326 | 21.64 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/blackrock 大盘精选成长基金 (a) | 289,022 | 18.39 | 77,562 | -4.97 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 18,334 | 30.68 | 5,007 | 32.96 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 9,740 | 1.00 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | 投资伙伴资产管理公司 | 3,672 | 5.25 | 1,001 | 6.94 | ||||
| 2025-07-29 | 13F | 德多拉资本公司 | 8,532 | 5.01 | 2,327 | 6.70 | ||||
| 2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 850 | 115.19 | 232 | 117.92 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 323,016 | 13.49 | 86,798 | -10.76 | ||||
| 2025-08-11 | 13F | GKV资本管理有限公司 | 5,850 | 408.70 | 1,595 | 417.86 | ||||
| 2025-06-26 | NP | TAGRX - 基本大盘核心基金 A 类 | 325,104 | 0.94 | 87,359 | -20.62 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,774,236 | 0.76 | 470,829 | -10.23 | ||||
| 2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 76,938 | 11.43 | 20,980 | 13.23 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 19,142 | 85.54 | 5,220 | 88.55 | ||||
| 2025-08-29 | NP | DIAMX - 钻石山多空基金 A 级 | 157,250 | 22.08 | 42,881 | 24.05 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 25 | 7 | ||||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 30,473 | 6.69 | 8,310 | 8.42 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 470,124 | 16.91 | 128,198 | 18.80 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 184 | 50 | ||||||
| 2025-08-18 | 13F | V2金融集团有限责任公司 | 1,689 | 3.75 | 461 | 5.50 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 1,494 | 18.38 | 407 | 20.41 | ||||
| 2025-07-31 | 13F | PKO投资管理股份公司 | 22,000 | 46.67 | 5,999 | 49.04 | ||||
| 2025-07-29 | 13F | 奥林绿色金融有限责任公司 | 8,461 | 1.94 | 2,307 | 17.70 | ||||
| 2025-05-28 | NP | 伊顿万斯税务管理全球买入-卖出机会基金 | 2,433 | 653 | ||||||
| 2025-07-23 | 13F | 尼尔森资本管理有限责任公司 | 8,689 | 2.30 | 2,369 | 3.95 | ||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 7,696 | 2,099 | ||||||
| 2025-07-30 | 13F/A | Alpha 财富基金有限责任公司 | 800 | 218 | ||||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 173 | 18.49 | 46 | 4.65 | ||||
| 2025-08-07 | 13F | DJE 资本管理公司 | 298,879 | 123.02 | 81,644 | 133.28 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 43,550 | 179.17 | 11,876 | 183.68 | ||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 696 | 109.64 | 190 | 112.36 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 694,543 | 74.71 | 189,395 | 77.53 | ||||
| 2025-08-27 | NP | Nuveen 核心股票阿尔法基金 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 | 9,341 | 0.32 | 2,547 | 1.96 | ||||
| 2025-07-21 | 13F | 中心星资产管理有限公司 | 1,447 | 395 | ||||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Call | 800 | 14.29 | 218 | 16.58 | |||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 42,123 | 12.62 | 11,487 | 14.44 | ||||
| 2025-07-29 | NP | PRBLX - Parnassus 核心股票基金投资者股票 | 1,981,666 | 0.77 | 540,381 | 2.40 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 7,868 | 8.58 | 2,145 | 10.34 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 24,866 | 5.91 | 6,673 | -14.98 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 3,362 | 9.44 | 917 | 11.17 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 322 | 195.41 | 88 | 200.00 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 749 | 12.29 | 204 | 14.61 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 23,160 | 0.83 | 6,316 | 2.47 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 154,250 | 181.80 | 42,062 | 186.35 | ||||
| 2025-08-14 | 13F | 复星国际有限公司 | 1,302 | 355 | ||||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 2,255 | 48.36 | 605 | 19.09 | ||||
| 2025-06-26 | NP | SJVCX - Steward 大盘价值基金 C 类 | 3,700 | 37.04 | 994 | 7.81 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 800 | 700.00 | 218 | 738.46 | ||||
| 2025-07-16 | NP | CGGR - Capital Group Growth ETF 股票类别 | 374,092 | 14.18 | 99,273 | 1.73 | ||||
| 2025-08-04 | 13F | 林斯科姆和威廉姆斯公司 | 16,492 | 3.32 | 4,497 | 5.00 | ||||
| 2025-07-07 | 13F | HMS 资本管理有限责任公司 | 794 | 217 | ||||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 1,978 | 14.87 | 539 | 16.92 | ||||
| 2025-06-27 | NP | SGENX - 第一鹰环球基金A类 | 1,958,768 | 15.35 | 526,341 | -9.29 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 45,465 | 63.15 | 12,398 | 33.07 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 5 | 400.00 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 6,158 | 24.45 | 1,679 | 26.53 | ||||
| 2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 32,400 | 597.22 | 8,835 | 608.50 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 5,453 | 1.98 | 1,487 | 3.63 | ||||
| 2025-07-30 | NP | OGIG - ALPS | O'Shares 全球互联网巨头 ETF 股票 | 4,858 | 15.72 | 1,289 | 3.12 | ||||
| 2025-07-09 | 13F | 鲍曼公司 | 5,935 | 2.91 | 1,622 | 4.58 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 3,772,571 | 10.07 | 1,028,767 | 11.84 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 18,607 | 786.05 | 5,074 | 801.07 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 758,716 | 277.27 | 206,894 | 283.36 | ||||
| 2025-08-29 | NP | LIVR——智能利弗莫尔 ETF | 818 | 223 | ||||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 3,354 | 11.87 | 915 | 13.68 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 13,500 | 255.26 | 3,681 | 261.24 | |||
| 2025-07-25 | NP | AIPI - REX AI 股票溢价收益 ETF | 30,000 | 8.73 | 7,961 | -3.13 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 17,700 | 261.22 | 4,827 | 267.28 | |||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 1,065 | 18.86 | 290 | 20.83 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 62,785 | 28.92 | 17,121 | 31.00 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 67,794 | 0.76 | 18,487 | 2.38 | ||||
| 2025-07-23 | 13F | H&H 退休设计与管理公司 | 1,867 | 1.47 | 490 | 12.67 | ||||
| 2025-08-12 | 13F | 17 资本合伙公司 | 2,321 | 1.93 | 633 | 3.44 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 股权收益账户 1 类 | 23,858 | 2.41 | 6,506 | 4.06 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 75,591 | 8.97 | 20,060 | -2.91 | ||||
| 2025-08-05 | 13F | JW Coons 顾问有限公司 | 2,078 | 10.65 | 567 | 12.52 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 1,822,384 | 23.42 | 496,946 | 25.41 | ||||
| 2025-05-15 | 13F | 牛津资产管理公司 | 2,176 | 584 | ||||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 1,272 | 347 | ||||||
| 2025-08-14 | 13F | EDENTREE资产管理有限公司 | 36,028 | 9.92 | 9,822 | 11.70 | ||||
| 2025-06-25 | NP | SEMI - 哥伦比亚塞利格曼半导体和技术 ETF 股票 | 1,644 | 442 | ||||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 9,931 | 14.50 | 2,708 | 16.37 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 325,071 | 4.61 | 88,644 | 6.30 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 82,760 | 726.36 | 23 | 1,000.00 | ||||
| 2025-06-26 | NP | SCJAX - Steward 备兑看涨期权收入基金 A 类 | 4,200 | 2.44 | 1,129 | -19.43 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 239,454 | 0.26 | 64,260 | -19.52 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 2,509 | 684 | ||||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 96,619 | 22.91 | 25,962 | -3.34 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 2,414,946 | 377.16 | 657,248 | 383.92 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 1,066 | 69.21 | 286 | 33.02 | ||||
| 2025-08-26 | NP | IUAAX - VY(R) Invesco 股票和收益投资组合类别 ADV | 12,575 | 11.15 | 3,429 | 12.94 | ||||
| 2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 26,520 | 3.81 | 7,232 | 5.49 | ||||
| 2025-08-14 | 13F | 平戈拉合作伙伴有限责任公司 | 965 | 672.00 | 263 | 696.97 | ||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 211,172 | 0.74 | 57,585 | 2.37 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 88,823,481 | 1.03 | 24,221,275 | 2.67 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 96,843 | 3.00 | 26,408 | 4.66 | ||||
| 2025-08-07 | 13F | 未来基金有限责任公司 | 7,988 | 22.68 | 2,178 | 24.67 | ||||
| 2025-07-29 | 13F | 约菲投资管理有限公司 | 937 | 0.11 | 255 | 1.59 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 30,246 | 14.72 | 8,127 | -9.78 | ||||
| 2025-07-22 | NP | GITIX - 高盛科技机会基金机构 | 88,797 | 18.79 | 23,564 | 5.83 | ||||
| 2025-08-27 | NP | CAPOX - 绝对资本机会基金机构股票 | 3,064 | 22.36 | 836 | 24.44 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 16,129 | 4,398 | ||||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 1,967 | 20.45 | 536 | 22.37 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 92,939 | 2.06 | 25,344 | 3.71 | ||||
| 2025-07-09 | 13F | DLK 投资管理有限公司 | 1,485 | 35.99 | 405 | 38.23 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 39,884 | 7.73 | 10,876 | 9.47 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 105,517 | 3.98 | 28,773 | 5.65 | ||||
| 2025-08-08 | 13F | 赫多克公司 | 1,052 | 287 | ||||||
| 2025-08-29 | NP | JAFRX - 资本增值价值信托资产净值类别 | 9,546 | 21.67 | 2,603 | 23.66 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 2,673,473 | 1.98 | 729,029 | 3.63 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,165,101 | 120.27 | 317,711 | 127.97 | ||||
| 2025-07-24 | NP | FEIAX - 富达顾问股票收益基金 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 | 29,800 | 52.82 | 7,908 | 36.16 | ||||
| 2025-08-29 | NP | LSGR - Natixis Loomis Sayles 聚焦增长 ETF | 49,192 | 6.11 | 13,414 | 7.82 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 818,749 | 0.78 | 223,265 | 2.41 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 全球科技基金 A 类 | 82,575 | 38.97 | 21,913 | 23.81 | ||||
| 2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 1,759 | 5.96 | 480 | 7.64 | ||||
| 2025-07-25 | 13F | 范斯特鲁姆和汤公司 | 23,100 | 0.65 | 6,299 | 2.29 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 14,080 | 311.09 | 3,839 | 276.37 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 1,318 | 359 | ||||||
| 2025-07-29 | 13F | VELA 投资管理有限公司 | Put | 3,300 | 900 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 7,714 | 8.66 | 2,104 | 10.39 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 64,100 | 119.52 | 17,479 | 123.06 | |||
| 2025-07-14 | 13F | CRA 金融服务有限责任公司 | 1,183 | 2.42 | 322 | 3.87 | ||||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 1,820 | 483 | ||||||
| 2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 1,298 | 9.54 | 354 | 11.01 | ||||
| 2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 1,782 | 2.89 | 486 | 4.74 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 10,822 | 20.70 | 2,951 | 22.65 | ||||
| 2025-08-14 | 13F | 战略财富设计师 | 3,352 | 10.70 | 914 | 12.44 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 32,416 | 20.81 | 8,807 | 21.01 | ||||
| 2025-03-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,451 | 258.33 | 838 | 320.60 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 资本增长投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,000 | 2,454 | ||||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 372 | 99 | ||||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 8,319 | 24.72 | 2,269 | 26.77 | ||||
| 2025-07-15 | 13F | DB 菲茨帕特里克公司 | 3,230 | 2.18 | 881 | 3.77 | ||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 887 | 10.05 | 242 | 11.57 | ||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 1,180 | 8.36 | 322 | 9.93 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 200,760 | 0.33 | 53,276 | -10.61 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 1,145 | 312 | ||||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 10,867 | 5.80 | 2,963 | 7.51 | ||||
| 2025-08-28 | NP | XNTK - SPDR(R) 纽约证券交易所科技 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 | 81,311 | 9.39 | 22,173 | 11.16 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 21,282 | 1.19 | 5,803 | 2.82 | ||||
| 2025-07-23 | 13F | 博蒙特资产管理有限责任公司 | 7,727 | 1.11 | 2,107 | 2.78 | ||||
| 2025-08-04 | 13F/A | 626 金融有限责任公司 | 5,421 | 14.46 | 1,478 | 16.38 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 9,510 | 7.66 | 2,593 | 9.41 | ||||
| 2025-06-30 | NP | EQTY - Kovitz 核心股票 ETF | 82,783 | 11.58 | 22,245 | -12.25 | ||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 52,719 | 14,376 | ||||||
| 2025-07-29 | NP | ACEIX - 景顺股票和收益基金 A 类 | 305,165 | 1.21 | 80,982 | -9.83 | ||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | Call | 1,500 | 409 | |||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,020 | 11,852.38 | 1,369 | 12,336.36 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 426 | 4.67 | 116 | 6.42 | ||||
| 2025-07-10 | 13F | 杰克逊广场资本有限公司 | 1,841 | 144.49 | 502 | 148.51 | ||||
| 2025-07-18 | 13F | 三菱日联资产管理（英国）有限公司 | 7,000 | 233.33 | 2 | |||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 3,495 | 4.02 | 956 | 5.87 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 1,120 | 20.04 | 297 | 7.22 | ||||
| 2025-06-27 | NP | RCGE-RockCreek全球平等ETF | 1,342 | 361 | ||||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 1,687 | 85.38 | 460 | 88.52 | ||||
| 2025-08-13 | 13F | Ecofi投资公司 | 4,400 | 35.38 | 999 | 34.09 | ||||
| 2025-07-31 | 13F | Topsail财富管理有限责任公司 | 895 | 244 | ||||||
| 2025-07-15 | 13F | 斯托克顿银行 | 1,448 | 1.83 | 395 | 3.41 | ||||
| 2025-08-14 | 13F | 恒指导金融有限责任公司 | 820 | 224 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 22,383 | 86.29 | 6,015 | 46.50 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 406,281 | 17.80 | 111,042 | 19.38 | ||||
| 2025-08-11 | 13F | 安比银行 | 4,849 | 25.56 | 1,322 | 27.61 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 75,147 | 31.34 | 20,492 | 33.47 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 16,560 | 25.84 | 4,516 | 27.87 | ||||
| 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 | 96,888 | 38.65 | 26,035 | 9.03 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 5,538 | 4.20 | 1,510 | 5.89 | ||||
| 2025-07-25 | 13F | 北美社区银行 | 6,424 | 11.39 | 1,752 | 13.19 | ||||
| 2025-07-22 | 13F | JSF 金融有限责任公司 | 1,735 | 10.02 | 473 | 11.82 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 1,843,602 | 429.67 | 502,732 | 438.22 | ||||
| 2025-08-28 | NP | RSMV - 相对强弱管理波动率策略ETF | 4,469 | 1,219 | ||||||
| 2025-08-13 | 13F | 挪威银行 | 10,363,597 | 2,826,049 | ||||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 266 | 71 | ||||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 16,273 | 7.65 | 4,438 | 9.39 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类 | 121,232 | 33,059 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 8,402 | 30.02 | 2,230 | 15.85 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 382,043 | 3.58 | 104,314 | 5.39 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 363,366 | 3.53 | 99,086 | 5.21 | ||||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 1,734 | 105.69 | 473 | 108.85 | ||||
| 2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 4,122 | 13.49 | 1,124 | 15.40 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 1,884 | 57.39 | 514 | 59.81 | ||||
| 2025-07-09 | 13F | 索耶公司 | 19,397 | 1.69 | 5 | 0.00 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 7,287 | 16.55 | 1,990 | 18.66 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 764,648 | 22.02 | 208 | 23.81 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 1,061 | 289 | ||||||
| 2025-06-24 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 836 | 21.87 | 225 | -4.27 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 277,804 | 23.41 | 76 | 25.00 | ||||
| 2025-06-26 | NP | FEPI - REX FANG 与创新股票溢价收入 ETF | 66,838 | 9.63 | 17,960 | -13.79 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 68,427 | 2.98 | 18,659 | 4.64 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 28,190 | 3.44 | 7,687 | 5.11 | ||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 9,472 | 2,583 | ||||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 47,812 | 0.20 | 12,688 | -10.73 | ||||
| 2025-07-15 | 13F | 频谱规划与咨询服务公司 | 1,530 | 417 | ||||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 10,859 | 3.97 | 2,961 | 5.67 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 2,489 | 2.81 | 679 | 4.47 | ||||
| 2025-08-12 | 13F | 维克曼投资顾问公司 | 15,798 | 5.18 | 4,308 | 6.87 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 32,418 | 11.33 | 8,603 | -0.81 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 18,657 | 22.61 | 5,013 | -3.58 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 9,641 | 4.13 | 2,629 | 5.84 | ||||
| 2025-08-12 | 13F | 阿维索金融公司 | 4,889 | 15.77 | 1,333 | 17.65 | ||||
| 2025-07-29 | NP | GQETX - 转基因生物质量基金三级 | 982,693 | 17.70 | 260,777 | 4.87 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通数字发展战略基金 Y 类 | 1,462 | 9.43 | 399 | 11.17 | ||||
| 2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 8,415 | 60.16 | 2,295 | 62.70 | ||||
| 2025-07-30 | 13F | 忠利通用养老金公司 | 100,000 | 66.34 | 27,269 | 69.03 | ||||
| 2025-07-23 | 13F | 布罗德里克·布赖恩·C | 11,842 | 10.71 | 3,229 | 12.51 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - BlackRock NVIT 股票股息基金 I 类 | 10,510 | 2,866 | ||||||
| 2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 13,503 | 5.45 | 3,682 | 7.16 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 100,739 | 10.22 | 27 | 12.50 | ||||
| 2025-07-22 | 13F | 独特的财富有限责任公司 | 10,297 | 3.78 | 2,808 | 5.45 | ||||
| 2025-08-29 | NP | DHTAX - 钻石山全盘精选基金 A 类 | 51,043 | 13,919 | ||||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 2,906 | 24.67 | 792 | 26.72 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 2,154,300 | 32.17 | 587,456 | 34.30 | ||||
| 2025-08-26 | NP | BGATX - Baillie Gifford 全球阿尔法股票基金 2 类 | 16,956 | 4,624 | ||||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 47,804 | 4.03 | 13,036 | 5.70 | ||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 5,809 | 31.01 | 1,584 | 33.14 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 409 | 2.76 | 112 | 4.72 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 1,302 | 11.57 | 355 | 13.42 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大型核心价值基金 | 6,749 | 1,840 | ||||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 42,417 | 22.10 | 11,567 | 24.07 | ||||
| 2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 3,633 | 1 | ||||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 204 | 12.09 | 56 | 14.58 | ||||
| 2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 4,954 | 59.50 | 1,351 | 62.06 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 36,494 | 4.04 | 9,952 | 5.72 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 3,931,945 | 45.79 | 1,072,202 | 48.14 | ||||
| 2025-08-14 | 13F | 缓存顾问有限责任公司 | 12,552 | 15.33 | 3,423 | 17.19 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类 | 110,537 | 39.96 | 29,664 | 12.35 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 42,115 | 6.80 | 11,484 | 8.53 | ||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 8,220 | 2,242 | ||||||
| 2025-08-14 | 13F | 法国巴黎银行 | 156,303 | 89.54 | 42,656 | 92.46 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 1,597 | 0 | ||||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 87,816 | 12.61 | 23,947 | 14.43 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 40,642 | 2.12 | 10,921 | -19.69 | ||||
| 2025-07-24 | 13F | Tandem 资本管理公司 /adv | 2,791 | 6.00 | 761 | 7.79 | ||||
| 2025-08-12 | 13F | 桑德希尔资本合伙公司 | 16,799 | 0.41 | 4,581 | 2.03 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 11,094 | 9.61 | 3,025 | 11.38 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 8,414 | 1.80 | 2,294 | 3.43 | ||||
| 2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 241 | 16.43 | 65 | -8.57 | ||||
| 2025-07-31 | 13F | Kranot Histalmut Le Morim Tichoniim Havera Menahelet LTD | 24,187 | 70.93 | 6,605 | 74.04 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 53,304 | 9.74 | 14,145 | -2.23 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 7,068 | 2.29 | 1,927 | 3.94 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 418,336 | 86.01 | 114,032 | 88.84 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 3,300 | 34.86 | 900 | 37.04 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 195,574 | 1.07 | 51,899 | -9.96 | ||||
| 2025-07-08 | 13F | FF 顾问有限责任公司 | 1,992 | 2.21 | 543 | 0.18 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 3,388 | 5.94 | 924 | 7.58 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 398,800 | 38.81 | 108,749 | 41.05 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 2,451,500 | 66.92 | 668,500 | 69.61 | |||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 4,846 | 32.62 | 1,321 | 34.80 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 6,611,540 | 1.02 | 1,802,901 | 2.65 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 2,811,000 | 14.12 | 766,532 | 15.96 | |||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 139,112 | 3.51 | 37,934 | 5.18 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 532 | 5.56 | 145 | 7.41 | ||||
| 2025-07-16 | 13F | 陶尔信托投资公司 | 5,738 | 0.33 | 1,565 | 1.82 | ||||
| 2025-03-25 | 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 | 13,537 | 4,626 | ||||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 16,315 | 4 | ||||||
| 2025-07-22 | 13F | 克拉玛顿投资顾问公司 | 3,466 | 0.09 | 945 | 1.72 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 21,831 | 27.72 | 5,953 | 29.78 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 1,864 | 0.70 | 489 | -1.81 | ||||
| 2025-07-22 | 13F | 传统 CG 有限责任公司 | 15,243 | 4,157 | ||||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 885 | 0.11 | 241 | 1.69 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 2,158 | 588 | ||||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 61,685 | 9.00 | 16,575 | -14.28 | ||||
| 2025-08-12 | 13F | 卡尔顿联合公司 | 1,207 | 3.34 | 329 | 5.11 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 26,195 | 18.82 | 7,143 | 20.74 | ||||
| 2025-08-27 | NP | IBNAX - 常春藤平衡基金 A 类 | 62,121 | 23.62 | 16,940 | 25.61 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 21,300 | 72.43 | 5,724 | 35.58 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 477 | 3.25 | 130 | 5.69 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 945 | 41.47 | 258 | 43.58 | ||||
| 2025-08-13 | 13F | 泰康资产管理（香港）有限公司 | 22,432 | 6,117 | ||||||
| 2025-07-29 | 13F | Consilio 财富顾问有限公司 | 2,082 | 81.68 | 569 | 85.34 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 52,645 | 99.10 | 14,356 | 105.10 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 45,272 | 15.93 | 12,345 | 91.60 | ||||
| 2025-08-28 | NP | WMBLX - WesMark 平衡基金 | 3,900 | 116.67 | 1,063 | 120.08 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Call | 500 | 136 | |||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 9,221 | 0.97 | 2,514 | 2.61 | ||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | Put | 2,400 | 654 | |||||
| 2025-08-14 | 13F | Alphadyne 资产管理有限责任公司 | 825 | 225 | ||||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 51,884 | 14,148 | ||||||
| 2025-08-12 | 13F | Meridian 财富顾问有限责任公司 | 20,855 | 5.07 | 5,687 | 6.76 | ||||
| 2025-08-01 | 13F | Wincap金融有限责任公司 | 3,936 | 3.12 | 1,073 | 4.79 | ||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 11,789 | 6.46 | 3,215 | 8.18 | ||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 3,025 | 5.62 | 825 | 7.29 | ||||
| 2025-08-07 | 13F | PFG顾问 | 4,150 | 50.31 | 1,132 | 52.84 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 2,038 | 556 | ||||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 7,437 | 3.81 | 2,028 | 5.52 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 4,476 | 6.29 | 1,221 | 7.96 | ||||
| 2025-07-09 | 13F | 米拉多资本合伙公司 | 8,637 | 116.47 | 2,355 | 120.09 | ||||
| 2025-07-30 | 13F | 自由一投资管理有限公司 | 3,211 | 1.45 | 876 | 3.06 | ||||
| 2025-08-27 | NP | RYIIX - 互联网基金投资者类 | 2,136 | 7.50 | 582 | 9.19 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 566,731 | 154,542 | ||||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 8,528 | 20.76 | 2,263 | 7.61 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 4,987 | 41.44 | 1,365 | 56.60 | ||||
| 2025-08-27 | NP | 自由全明星股票基金 | 45,824 | 31.46 | 12,496 | 33.58 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 16,293 | 6.74 | 4,443 | 8.45 | ||||
| 2025-07-31 | 13F | Kranot Histalmut Le Morim Ve Gananot Havera Menahelet LTD | 70,213 | 72.30 | 19,175 | 75.44 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 16,636 | 0.73 | 4,536 | 2.35 | ||||
| 2025-07-10 | 13F | 温伯格资产管理公司 | 963 | 263 | ||||||
| 2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 8,720 | 5.20 | 2,378 | 6.88 | ||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 274,704 | 74,909 | ||||||
| 2025-04-22 | NP | FSTBX - 联邦全球配置基金 A 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 | 3,300 | 2.29 | 983 | -7.71 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 16,725 | 14.53 | 4,494 | -9.92 | ||||
| 2025-07-16 | 13F | Processus 财富与资本管理有限责任公司 | 9,890 | 6.06 | 2,697 | 7.75 | ||||
| 2025-08-14 | 13F | 家族管理公司 | 23,747 | 0.24 | 6,476 | 1.86 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 993,387 | 2.86 | 270,887 | 4.52 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德股息价值管理波动基金标准级 | 22,780 | 6,212 | ||||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 187,838 | 132.66 | 51 | 142.86 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 41,703 | 25.10 | 11,372 | 27.11 | ||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 881 | 17.47 | 240 | 19.40 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 461,457 | 0.87 | 125,835 | 2.50 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 139 | 38 | ||||||
| 2025-07-23 | 13F | 账户管理有限责任公司 | 740 | 202 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 145,106 | 39,569 | ||||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 71,019 | 39.37 | 19,366 | 41.63 | ||||
| 2025-07-08 | 13F | GK财富管理有限责任公司 | 1,111 | 303 | ||||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 47,169 | 13.08 | 12,894 | 14.50 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,957 | 7.33 | 806 | 9.07 | ||||
| 2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 3,262 | 1.94 | 890 | 3.61 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 18,664 | 0.27 | 5 | 25.00 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 205,028 | 1.13 | 55,093 | -20.47 | ||||
| 2025-07-17 | 13F | GraniteShares 顾问有限责任公司 | 5,993 | 0.32 | 1,634 | 1.93 | ||||
| 2025-08-01 | 13F | 有意识的财富投资有限公司 | 12,343 | 0.31 | 3,301 | -2.63 | ||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 39,233 | 23.17 | 10,411 | 9.74 | ||||
| 2025-07-09 | 13F | 主要客户信托顾问有限责任公司 | 4,156 | 0.02 | 1,133 | 1.61 | ||||
| 2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 755 | 206 | ||||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 1,858 | 14.34 | 507 | 16.06 | ||||
| 2025-08-14 | 13F | 阿博特财务管理公司 | 3,123 | 13.65 | 852 | 15.47 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 66,206 | 0.92 | 18,054 | 2.54 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 851 | 0.59 | 232 | 2.20 | ||||
| 2025-08-13 | 13F | 槐木资本顾问有限公司 | 425,920 | 10.50 | 116,144 | 12.28 | ||||
| 2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 22,162 | 11.57 | 5,881 | -0.59 | ||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 434,819 | 2.52 | 118,571 | 4.18 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 2,054,201 | 7.88 | 560,160 | 9.62 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 1,668 | 0.30 | 455 | 1.79 | ||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 1,120 | 305 | ||||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 314 | 60.20 | 86 | 63.46 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 58,508 | 10.11 | 15,955 | 11.89 | ||||
| 2025-08-04 | 13F | 经济金融服务公司 | 5,239 | 1,429 | ||||||
| 2025-07-11 | 13F | 国会公园资本有限责任公司 | 8,957 | 10.27 | 2,442 | 12.07 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 1,920 | 4.75 | 524 | 6.30 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 2,181 | 5.57 | 595 | 7.22 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 2,288 | 624 | ||||||
| 2025-08-14 | 13F | TIG 顾问有限责任公司 | 18,084 | 4,931 | ||||||
| 2025-08-26 | NP | JVASX - 摩根大通价值优势基金 I 类 | 118,175 | 32,225 | ||||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - 贝莱德事件驱动股票基金投资者 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 | 36,719 | 19.24 | 9,744 | 6.25 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | Call | 4,100 | 241.67 | 1,118 | 247.20 | |||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 40,828 | 83.16 | 11,133 | 86.11 | ||||
| 2025-07-14 | 13F | LCM资本管理公司 | 4,183 | 0.46 | 1,141 | 2.06 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 9,698 | 2.25 | 2,645 | 3.89 | ||||
| 2025-08-04 | 13F | 银海岸投资有限责任公司 | 2,067 | 7.21 | 564 | 8.90 | ||||
| 2025-06-27 | NP | XLG - Invesco S&P 500 Top 50 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 | 283,013 | 4.00 | 76,048 | -18.21 | ||||
| 2025-07-16 | 13F | 老北州财富管理有限责任公司 | 864 | 2.01 | 237 | 3.96 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 10,796 | 4.15 | 2,948 | 6.01 | ||||
| 2025-07-24 | NP | BlackRock Funds II - 贝莱德全球股息投资组合机构股票 | 54,350 | 4.67 | 14,423 | -6.74 | ||||
| 2025-08-13 | 13F | 法国集团 | 259,254 | 63.26 | 70,428 | 59.93 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 6,474 | 203.94 | 1,765 | 209.11 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 8,029 | 29.67 | 2,189 | 31.79 | ||||
| 2025-06-25 | NP | Allianzgi Nfj 股息、利息和溢价策略基金 | 36,183 | 16.26 | 9,723 | -8.58 | ||||
| 2025-07-15 | 13F | 赫布斯特集团有限公司 | 9,125 | 3.58 | 2,488 | 5.25 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 109,800 | 401.37 | 29,941 | 409.46 | |||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Growth ETF - | 6,063 | 24.52 | 1,609 | 10.90 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 181,374 | 148.48 | 49,459 | 152.49 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 3,457 | 7.96 | 943 | 9.66 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 127,700 | 825.36 | 34,823 | 840.37 | |||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 3,758 | 172.12 | 1,025 | 188.45 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 29,524 | 11.50 | 6,840 | -3.53 | ||||
| 2025-03-28 | NP | IWLG - IQ Winslow 大盘成长 ETF | 2,723 | 5.91 | 930 | 34.59 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 163,500 | 0.62 | 44,585 | 2.24 | ||||
| 2025-08-14 | 13F | 伯克利WR公司 | Put | 169,100 | 46,112 | |||||
| 2025-07-31 | 13F | 第一商业金融服务公司 | 4,276 | 1,166 | ||||||
| 2025-07-28 | 13F | Nvest金融有限责任公司 | 3,331 | 22.78 | 908 | 24.90 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 133 | 18.75 | 36 | 20.00 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 82,912 | 0.95 | 22,609 | 2.58 | ||||
| 2025-07-02 | 13F | Lvm资本管理有限公司/mi | 47,175 | 1.06 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | 伯克利WR公司 | 169,100 | 46,112 | ||||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 14,898 | 4,069 | ||||||
| 2025-08-12 | 13F | 木材溪资本管理有限责任公司 | 18,010 | 2.49 | 4,457 | -5.47 | ||||
| 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 | 129,404 | 16.31 | 34,340 | 3.62 | ||||
| 2025-08-07 | 13F | 卫报合伙公司 | 3,705 | 1,004 | ||||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 404,463 | 2.13 | 110,293 | 3.78 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 615,357 | 44.37 | 167,802 | 46.70 | ||||
| 2025-08-07 | 13F | Clarity 财富顾问有限责任公司 | 1,920 | 9.09 | 524 | 10.81 | ||||
| 2025-07-10 | 13F | Rfg 控股公司 | 4,199 | 32.59 | 1,145 | 34.55 | ||||
| 2025-08-12 | 13F | 武尔夫汉森公司 | 4,070 | 55.64 | 1,110 | 58.20 | ||||
| 2025-07-15 | 13F | 俄勒冈太平洋财富管理有限公司 | 1,257 | 2.44 | 343 | 3.95 | ||||
| 2025-08-14 | 13F | Globeflex资本有限公司 | 12,424 | 1,970.67 | 3,388 | 2,003.73 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 4,913 | 3.96 | 1,340 | 5.60 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 8,143,490 | 11.41 | 2,221 | 13.21 | ||||
| 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 | 49 | 13 | ||||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 324 | 710.00 | 88 | 780.00 | ||||
| 2025-08-08 | 13F | 适应财富顾问有限责任公司 | 1,248 | 0.81 | 340 | 2.41 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 119,000 | 23.70 | 32,450 | 25.70 | |||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 120,600 | 186.46 | 32,886 | 191.10 | |||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 37,719 | 0.56 | 10,286 | 2.18 | ||||
| 2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 1,434 | 9.97 | 391 | 11.75 | ||||
| 2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 1,178 | 321 | ||||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 664,169 | 516.38 | 181,112 | 526.34 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL T. Rowe Price 资本增值基金 2 级 | 20,019 | 24.20 | 5,459 | 26.20 | ||||
| 2025-08-14 | 13F | 哈维资本管理公司 | 27,716 | 11.85 | 7,536 | 13.34 | ||||
| 2025-06-26 | NP | TSGMX - 泛美可持续增长股票 R6 | 556 | 30.52 | 149 | 2.76 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 40,754 | 7.79 | 10,951 | -15.23 | ||||
| 2025-08-14 | 13F | 法拉隆资本管理有限公司 | 2,109,110 | 7.22 | 575,133 | 8.95 | ||||
| 2025-07-29 | NP | FMCX - FMC Excelsior Focus 股票 ETF | 16,125 | 11.61 | 4,279 | -0.56 | ||||
| 2025-07-23 | 13F | 国民国家银行信托部 | 2,575 | 32.60 | 702 | 34.74 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 814,476 | 3.89 | 218,858 | -18.30 | ||||
| 2025-08-14 | 13F | 阿尔肯资本管理有限公司 | Call | 1,400,000 | 40.00 | 381,766 | 42.26 | |||
| 2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 1,816 | 8.81 | 495 | 10.74 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 5,162 | 15.71 | 1,408 | 17.54 | ||||
| 2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 1,624 | 76.52 | 436 | 38.85 | ||||
| 2025-07-23 | 13F | 普拉萨德财富合伙人有限责任公司 | 1,088 | 6.04 | 297 | 7.64 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 5,944 | 7.68 | 1,621 | 9.39 | ||||
| 2025-04-15 | 13F | 高力金融 | 95 | 1.06 | 25 | -19.35 | ||||
| 2025-07-31 | 13F | 海峡健全财富管理有限公司 | 4,153 | 11.37 | 1,133 | 13.20 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 55,194 | 18.30 | 15,051 | 20.21 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 226,080 | 5.84 | 61,650 | 7.55 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 1,296 | 344 | ||||||
| 2025-08-13 | 13F | StoneX集团公司 | 8,693 | 4.38 | 2,374 | 6.17 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 17,314 | 28.15 | 4,721 | 30.23 | ||||
| 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 | 39,763 | 29.31 | 10,552 | 15.21 | ||||
| 2025-07-16 | 13F | 梯度资本顾问有限责任公司 | 1,298 | 1.33 | 354 | 3.21 | ||||
| 2025-08-22 | NP | FCLD - 富达云计算 ETF | 15,602 | 19.36 | 4,255 | 21.30 | ||||
| 2025-07-23 | 13F | DMG 集团有限责任公司 | 752 | 205 | ||||||
| 2025-04-25 | NP | AIM COUNSELOR系列信托（INVESCO COUNSELOR系列信托）-景顺奥本海默资本增值基金A级 | 250,754 | 186.67 | 74,687 | 158.75 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 4,525 | 8.41 | 1,234 | 10.09 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 27,786 | 30.11 | 7,577 | 32.19 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 21,430 | 5,844 | ||||||
| 2025-07-31 | 13F | LJI 财富管理有限责任公司 | 1,731 | 0.17 | 472 | 1.94 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 65,439 | 7.68 | 17,845 | 9.41 | ||||
| 2025-07-28 | 13F | IFG 顾问有限责任公司 | 2,216 | 29.21 | 604 | 31.30 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 423 | 0.24 | 115 | 1.77 | ||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 2,713 | 5.77 | 740 | 7.41 | ||||
| 2025-07-29 | 13F | 伯福德兄弟公司 | 3,731 | 1.66 | 1,017 | 3.35 | ||||
| 2025-06-26 | NP | XT - iShares 指数技术 ETF | 48,442 | 4.50 | 13,017 | -17.82 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 18,375 | 70.72 | 5,011 | 73.48 | ||||
| 2025-08-27 | NP | HCMGX - HCM 战术增长基金 A 类股票 | 4,485 | 28.69 | 1,223 | 30.80 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 46,290 | 2.84 | 13 | 0.00 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 78,663 | 11.15 | 21,451 | 12.94 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT US 130/30 Y 类股票基金 | 76,329 | 45.67 | 20,814 | 48.03 | ||||
| 2025-08-13 | 13F | bLong Financial, LLC | 4,904 | 1.66 | 1,337 | 3.32 | ||||
| 2025-08-12 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 3,945 | 1.02 | 1,076 | 2.58 | ||||
| 2025-08-27 | NP | WCEAX - 常春藤核心股票基金 A 类 | 259,140 | 19.07 | 70,665 | 21.00 | ||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 18 | 12.50 | 5 | 0.00 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 1,192 | 16.52 | 325 | 18.61 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 14,246 | 20.21 | 3,885 | 22.14 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 31,534 | 0.57 | 8,368 | -10.40 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 5,100 | 1,391 | |||||
| 2025-08-26 | NP | JPIVX - 摩根大通无畏价值基金 I 类 | 5,254 | 1,433 | ||||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 9,189 | 2,501 | ||||||
| 2025-07-28 | NP | VAPPX - 资本增值基金 | 21,454 | 49.00 | 5,693 | 32.77 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | Call | 4,200 | 1,145 | |||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 493,873 | 15.96 | 132,709 | -8.81 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 11,243 | 25.33 | 3,070 | 27.54 | ||||
| 2025-07-08 | 13F | 理查德·P·斯劳特联合公司 | 2,573 | 11.77 | 702 | 13.61 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 626 | 7.01 | 166 | -4.60 | ||||
| 2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 5,118 | 22.12 | 1,396 | 24.11 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 969,191 | 5.99 | 257,194 | -5.56 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 3,246 | 0.65 | 885 | 2.31 | ||||
| 2025-07-09 | 13F | 防波堤资本集团 | 1,946 | 1.04 | 531 | 2.71 | ||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 60,423 | 5.16 | 16,477 | 6.86 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 536,640 | 30.78 | 146,336 | 32.89 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 126 | 34 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 61,737 | 0.35 | 16,589 | -21.09 | ||||
| 2025-07-30 | 13F | 廉洁顾问公司 | 3,568 | 6.70 | 973 | 8.36 | ||||
| 2025-07-11 | 13F | Bond & Devick 金融网络公司 | 4,367 | 5.69 | 1,191 | 7.40 | ||||
| 2025-06-30 | NP | DYLG - Global X Dow 30 备兑看涨期权和成长 ETF | 343 | 30.42 | 92 | 3.37 | ||||
| 2025-07-15 | 13F | 霍尔·劳里·J 受托人 | 8,445 | 2,303 | ||||||
| 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 | 27,189 | 7.97 | 7,215 | -3.80 | ||||
| 2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 155,638 | 17.16 | 42,441 | 19.05 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 4,773 | 40.59 | 1,302 | 42.81 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 4,191 | 15.01 | 1,143 | 16.89 | ||||
| 2025-07-09 | 13F | 焦点财富顾问有限责任公司 | 7,959 | 0.87 | 2,170 | 2.50 | ||||
| 2025-08-13 | 13F | 米格资本有限责任公司 | 116,487 | 7.66 | 31,765 | 9.40 | ||||
| 2025-08-07 | 13F | 美国阿尔法顾问有限公司 | 1,580 | 4.50 | 431 | 6.17 | ||||
| 2025-06-27 | NP | MPGVX - 蒙德里安全球股票价值基金 | 7,033 | 1,890 | ||||||
| 2025-07-02 | 13F | 雅各布斯公司/ca | 32,934 | 9 | ||||||
| 2025-08-05 | 13F | ANTIPODES 合作伙伴有限公司 | 160,912 | 89.19 | 43,882 | 92.25 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 52,419 | 96.47 | 14,294 | 99.64 | ||||
| 2025-08-26 | NP | FT Vest 股息上涨总回报基金 | 3,426 | 26.28 | 934 | 28.30 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 21,506 | 93.09 | 5,869 | 96.35 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 5,469 | 1,491 | ||||||
| 2025-07-10 | 13F | 财务管理网络公司 | 1,234 | 336 | ||||||
| 2025-08-14 | 13F | 投资公司 | 43,513 | 30.26 | 11,866 | 32.36 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 2,963 | 8.38 | 796 | -14.78 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 1,301,098 | 10.81 | 354,796 | 12.60 | ||||
| 2025-08-27 | NP | BCAMX - Boston Common ESG 影响美国股票基金 Boston Common ESG 影响美国股票 | 4,833 | 26.32 | 1,318 | 28.36 | ||||
| 2025-07-15 | 13F | Capstone财富管理集团有限责任公司 | 1,458 | 4.44 | 398 | 6.15 | ||||
| 2025-08-14 | 13F | 选择股权集团，有限合伙人 | 405,093 | 7.26 | 110,465 | 8.99 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 11,346 | 5.48 | 3,094 | 7.17 | ||||
| 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 | 22,560 | 6,152 | ||||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - Seligman 全球科技基金 1 级 | 12,888 | 1.42 | 3,514 | 3.05 | ||||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 1,207 | 0.58 | 329 | 2.17 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 260,943 | 0.50 | 71,157 | 2.12 | ||||
| 2025-08-14 | 13F | 下世纪成长投资者有限公司 | 5,692 | 0.04 | 1,552 | 1.70 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 2,391 | 13.32 | 634 | 0.96 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 28,751 | 33.34 | 7,716 | 39.18 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 17,862 | 8.48 | 4,861 | 10.00 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 37 | 10 | ||||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 322 | 16.25 | 86 | -6.52 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 18,311 | 4.84 | 4,993 | 6.53 | ||||
| 2025-08-15 | 13F | 普威创新财富顾问有限公司 | 14,027 | 3,825 | ||||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 9,824 | 27,188.89 | 2,679 | 29,655.56 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 1,227 | 21.13 | 335 | 23.25 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 14,274 | 63.90 | 3,836 | 28.91 | ||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 9,471,484 | 0.89 | 2,582,779 | 2.52 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 57 | 2,750.00 | 16 | |||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 87 | 55.36 | 24 | 64.29 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 2,496 | 2.59 | 681 | 4.29 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 1,898,621 | 1.71 | 517,735 | 13.67 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 1,577 | 53.55 | 430 | 56.36 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 15,924 | 32.53 | 4,342 | 34.68 | ||||
| 2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 28 | 47.37 | 4 | -40.00 | ||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 1,888 | 5.59 | 513 | 7.10 | ||||
| 2025-08-28 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 1,172 | 320 | ||||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 3,571 | 30.90 | 974 | 32.92 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 269,798 | 6.30 | 73,571 | 8.02 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 17,638 | 33.73 | 4,810 | 35.89 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 215 | 59 | ||||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 17,898 | 3.83 | 4,881 | 5.49 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 6,123 | 10.07 | 1,670 | 11.86 | ||||
| 2025-08-25 | NP | MFVAX - 万通互惠理财精选股票机会基金 A 类 | 6,070 | 1,655 | ||||||
| 2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 122,291 | 363.68 | 33,348 | 371.20 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON 联合战略价值股息投资组合 | 4,749 | 2.90 | 1,295 | 6.67 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 4,077 | 4.67 | 1,096 | -17.67 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 204,761 | 1.69 | 55,021 | -20.03 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 2,484 | 3.63 | 677 | 5.29 | ||||
| 2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 6,364 | 4.05 | 1,735 | 5.73 | ||||
| 2025-08-14 | 13F | Invenomic 资本管理公司 | 19,021 | 5,187 | ||||||
| 2025-04-15 | 13F | 转变财富有限责任公司 | 55,565 | 3.00 | 14,911 | -17.42 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 2,724,424 | 6.80 | 742,923 | 8.52 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 46,874 | 2.23 | 12,439 | -8.92 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 40 | 11 | ||||||
| 2025-07-28 | NP | UDOW - ProShares UltraPro Dow30 | 67,616 | 1.09 | 17,943 | -9.93 | ||||
| 2025-08-11 | 13F | Primecap 管理公司/ca/ | 603,050 | 18.83 | 164,446 | 20.74 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 77,982 | 28.44 | 20,927 | 3.10 | ||||
| 2025-07-25 | 13F | 亚格财富策略有限公司 | 911 | 248 | ||||||
| 2025-07-14 | 13F | 扎根财富顾问公司 | 1,134 | 30.80 | 293 | 40.38 | ||||
| 2025-08-14 | 13F | 尼古拉斯投资合伙人有限合伙人 | 743 | 203 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 3,316,895 | 16.73 | 903,904 | 18.77 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 505,700 | 5,113.40 | 137,575 | 5,240.64 | |||
| 2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 63,791 | 1.94 | 17,395 | 3.59 | ||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 1,537 | 12.44 | 419 | 14.48 | ||||
| 2025-07-18 | 13F | 库珀金融集团 | 7,804 | 7.78 | 2,128 | 9.52 | ||||
| 2025-08-28 | NP | GPAFX - Victory RS 大盘 Alpha 基金 A 类 | 33,020 | 33.25 | 9,004 | 35.42 | ||||
| 2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 548 | 8.30 | 147 | -14.53 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 698,494 | 9.09 | 190,472 | 10.85 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 4,554 | 7.84 | 1,218 | 7.70 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 1,915 | 23.55 | 522 | 25.78 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 1,263,561 | 4.55 | 335,311 | -6.85 | ||||
| 2025-05-27 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 14,264 | 97.45 | 3,828 | 106.09 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 388 | 175.18 | 106 | 183.78 | ||||
| 2025-08-21 | NP | THMZ-Lazard股票大趋势ETF | 2,580 | 704 | ||||||
| 2025-08-14 | 13F | 隆奥资产管理（欧洲）有限公司 | 40,603 | 11,072 | ||||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 69 | 18 | ||||||
| 2025-08-05 | 13F | 德克萨斯银行与信托公司 | 3,718 | 5.06 | 1,014 | 6.74 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,483 | 287.21 | 404 | 296.08 | ||||
| 2025-08-01 | 13F | 整体投资顾问公司 | 857 | 234 | ||||||
| 2025-08-26 | NP | QAAHCX - T. Rowe 价格股票收益投资组合 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 | 31,148 | 499.00 | 8,494 | 508.82 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 1,154 | 1.67 | 315 | 3.29 | ||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 9,486 | 4.88 | 2,587 | 6.55 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 384 | 1.86 | 105 | 2.97 | ||||
| 2025-08-15 | NP | MTCGX - M 大盘成长基金 | 7,717 | 2,104 | ||||||
| 2025-08-13 | 13F | 精细财富管理公司 | 12,398 | 1.30 | 3,381 | 2.92 | ||||
| 2025-03-25 | NP | CVGRX - Calamos 成长基金 A 类 | 38,791 | 2,904.73 | 13,255 | 3,425.00 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 2,212 | 603 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 129,849 | 6.28 | 35,409 | 7.99 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 220,920 | 0.82 | 59,363 | -20.71 | ||||
| 2025-05-28 | NP | 太平洋精选基金 - 成长投资组合 I 类 | 80,405 | 17.56 | 21,577 | -5.64 | ||||
| 2025-07-23 | 13F | 普佐·迈克尔·J | 13,446 | 20.87 | 3,667 | 22.81 | ||||
| 2025-08-13 | 13F | 卢米尼斯特资本有限公司 | 15 | 4 | ||||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 2,508 | 65.00 | 662 | 62.01 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 1,639,601 | 57.37 | 447,103 | 59.91 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 8,263 | 27.89 | 2,253 | 30.01 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 77,320 | 6.04 | 21,084 | 7.75 | ||||
| 2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 3,622 | 0.08 | 988 | 1.65 | ||||
| 2025-08-27 | NP | RYAWX - S&P 500 纯增长基金 H 类 | 399 | 4.45 | 109 | 5.88 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 21,909 | 2.50 | 5,974 | 4.15 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 17,502 | 2.33 | 4,703 | -19.54 | ||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 205 | 2.50 | 56 | 3.77 | ||||
| 2025-06-18 | NP | REYX - Y 类股票收益基金 | 3,760 | 134.56 | 1,010 | 84.64 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 3,306 | 1.85 | 902 | 3.44 | ||||
| 2025-08-13 | 13F/A | 克劳迪娅 Mp Batlle, Crp (r) Llc | 40,485 | 18.35 | 11,040 | 20.25 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 15,118 | 8.90 | 4,123 | 10.57 | ||||
| 2025-06-17 | NP | CFGRX - 成长基金股票 | 7,410 | 15.51 | 1,991 | -9.17 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 7,346 | 231.65 | 2,003 | 237.21 | ||||
| 2025-08-08 | 13F | 塞卡诺管理有限责任公司 | Put | 41,000 | 9 | |||||
| 2025-08-08 | 13F | 可持续增长顾问，有限合伙人 | 2,116,254 | 30.06 | 577,081 | 32.16 | ||||
| 2025-07-15 | 13F | 统一投资管理 | 3,875 | 1.47 | 1,057 | 3.13 | ||||
| 2025-07-22 | 13F | 全球资产咨询有限责任公司 | 5,800 | 1,577 | ||||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 6,156 | 0.97 | 1,679 | 2.57 | ||||
| 2025-07-28 | 13F | 纳维特财富有限责任公司 | 9,359 | 1.39 | 2,556 | 2.53 | ||||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 18,865 | 3.10 | 5,144 | 4.77 | ||||
| 2025-07-09 | 13F | GSG 顾问有限责任公司 | 1,284 | 9.00 | 350 | 12.18 | ||||
| 2025-06-26 | NP | JHAC - 约翰汉考克基本全盘核心 ETF | 442 | 1.38 | 119 | -20.27 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 44,727 | 13.01 | 11,869 | 0.69 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 2,544 | 8.44 | 694 | 10.17 | ||||
| 2025-07-16 | 13F | 北橡树财富管理公司 | 3,122 | 0.22 | 851 | 1.92 | ||||
| 2025-04-22 | 13F | 沈氏金融集团 | 4,031 | 5.66 | 1,082 | -15.28 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 6,337 | 7.32 | 1,731 | 9.22 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 69 | 32.69 | 24 | 53.33 | ||||
| 2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 38,060 | 17.80 | 10,378 | 19.70 | ||||
| 2025-08-14 | 13F | 索罗斯基金管理公司 | 389,776 | 13.69 | 106,288 | 15.53 | ||||
| 2025-07-24 | 13F | KFA 私人财富集团有限责任公司 | 1,324 | 4.33 | 361 | 6.18 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 4,592 | 76.48 | 1,252 | 79.37 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 280,941 | 0.03 | 76,610 | 1.65 | ||||
| 2025-07-24 | NP | DESRX - DWS ESG 核心股票基金 R 类 | 13,997 | 4.89 | 3,714 | -6.54 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 1,377 | 8.08 | 376 | 9.97 | ||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 9,511 | 2,524 | ||||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 1,237 | 337 | ||||||
| 2025-07-30 | NP | Connors Funds - Connors 对冲股票基金机构类别 | 3,950 | 33.90 | 1,048 | 19.36 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 251,947 | 7.60 | 67,701 | -15.38 | ||||
| 2025-07-23 | 13F | CFM 财富合作伙伴有限公司 | 43,181 | 1.63 | 11,775 | 3.28 | ||||
| 2025-08-26 | NP | SGAPX - Virtus SGA 全球成长基金 I 类 | 27,539 | 24.54 | 7,510 | 26.56 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 90 | 25 | ||||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 1,853 | 125.15 | 505 | 129.55 | ||||
| 2025-06-26 | NP | MWOFX - MFS 全球成长基金 A | 78,851 | 18.52 | 21,188 | -6.80 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 22,528 | 8.00 | 6,143 | 9.74 | ||||
| 2025-08-05 | 13F | KJ 哈里森合伙人公司 | 5,006 | 1,365 | ||||||
| 2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 1,352 | 7.13 | 363 | -15.78 | ||||
| 2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 1,129 | 0.80 | 308 | 2.33 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 10,606 | 8.06 | 2,815 | -3.73 | ||||
| 2025-03-27 | NP | 富国银行大师信托 - 富国银行多元化大盘成长投资组合 多元化大盘成长投资组合 | 6,505 | 4.16 | 2,223 | 22.16 | ||||
| 2025-07-15 | 13F | BigSur 财富管理有限责任公司 | 12,400 | 5.98 | 3,387 | 7.87 | ||||
| 2025-07-30 | 13F | 贝宁管理公司 | 1,627 | 444 | ||||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 3,459 | 20.02 | 943 | 21.99 | ||||
| 2025-08-13 | 13F | Qtron 投资有限责任公司 | 12,309 | 6.49 | 3,357 | 8.22 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 4,301 | 928.95 | 1,156 | 713.38 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 9,692 | 4.85 | 2,643 | 6.53 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 1,818 | 5.09 | 496 | 6.68 | ||||
| 2025-07-23 | 13F | 罗伯茨财富顾问有限责任公司 | 16,475 | 2.29 | 4,493 | 3.93 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 45,380 | 5.00 | 12,375 | 6.70 | ||||
| 2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 1,040 | 8.79 | 284 | 10.55 | ||||
| 2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 78,687 | 9.23 | 21,457 | 10.99 | ||||
| 2025-07-09 | 13F | LifePlan 金融有限责任公司 | 8,760 | 5.62 | 2,389 | 7.33 | ||||
| 2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 132 | 29.41 | 35 | 2.94 | ||||
| 2025-08-27 | NP | USBOX - 梨树质量基金普通股 | 26,389 | 1.12 | 7,196 | 2.76 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 14,574 | 3.11 | 3,974 | 4.77 | ||||
| 2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 236,017 | 30.46 | 64,359 | 32.57 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 267,821 | 4.18 | 73 | 7.35 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 16,543 | 9.26 | 4,511 | 11.03 | ||||
| 2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 1,442 | 9.33 | 393 | 11.33 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 3,124 | 0.68 | 852 | 2.28 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 16 | 60.00 | 4 | 100.00 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 13,368 | 1.44 | 3,645 | 3.08 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 2,275 | 2.57 | 620 | 4.20 | ||||
| 2025-08-04 | 13F | 新月英镑有限公司 | 3,363 | 9.26 | 917 | 11.02 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 2,604 | 2.24 | 710 | 3.95 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 280,931 | 1.74 | 75,489 | -19.99 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 1,369 | 2.78 | 373 | 4.48 | ||||
| 2025-08-01 | 13F | GPM 成长投资者公司 | 12,016 | 13.96 | 3,277 | 15.80 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 10,703 | 83.55 | 2,919 | 86.57 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 2,045 | 2.25 | 558 | 4.10 | ||||
| 2025-07-31 | 13F | 城邦银行 | 2,563 | 1.99 | 699 | 3.56 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 234,529 | 6.70 | 63,954 | 8.42 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 25,135 | 4.98 | 6,754 | -17.43 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 62,965 | 17,170 | ||||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 19,500 | 57.28 | 5,317 | 59.81 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 2,859 | 4.76 | 780 | 6.42 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 33,421 | 0.65 | 9,114 | 2.28 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 7,735 | 2,109 | ||||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 257,097 | 2.66 | 70,108 | 4.31 | ||||
| 2025-08-14 | 13F | 原型财富合作伙伴 | 1,024 | 3.85 | 0 | |||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 118,408 | 1.70 | 32,289 | 3.34 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 777 | 2.37 | 194 | -5.85 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares AI 创新与科技主动型 ETF | 4,789 | 1,287 | ||||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 126,767 | -952.85 | 34,568 | -966.80 | ||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 181,493 | 2.40 | 49 | 4.26 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 21,337 | 1.89 | 5,819 | 3.54 | ||||
| 2025-08-13 | 13F | 克利尔街有限责任公司 | 73,900 | 23.17 | 20,152 | 25.15 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 29,439 | 265.70 | 8,028 | 271.62 | ||||
| 2025-08-04 | 13F | 双城私人财富有限责任公司 | 3,678 | 0.03 | 1,005 | 1.83 | ||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 309 | 41.10 | 83 | 12.16 | ||||
| 2025-07-30 | 13F | Wbh 咨询公司 | 2,206 | 1.10 | 602 | 2.74 | ||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 1,917 | 19.29 | 515 | -6.19 | ||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 548,081 | 0.46 | 145,444 | -10.49 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,123,424 | 2.95 | 306,346 | 4.61 | ||||
| 2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 5,651 | 62.15 | 1,500 | 44.41 | ||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 33,094 | 5.28 | 9,024 | 6.98 | ||||
| 2025-08-14 | 13F | BTG Pactual SA 银行 | 1,423 | 26.83 | 388 | 28.90 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 9,532 | 14.51 | 2,599 | 16.39 | ||||
| 2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - 未来基金多/空 ETF | 4,052 | 6.72 | 1,075 | -4.87 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 806 | 0 | ||||||
| 2025-08-12 | 13F | 鹭湾资本管理公司 | 19,082 | 6.32 | 5,203 | 8.04 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 768 | 204.76 | 204 | 170.67 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 231,928 | 5.20 | 63,245 | 6.90 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 841 | 0.12 | 229 | 1.78 | ||||
| 2025-07-24 | 13F | 路易斯堡投资公司 | 29,157 | 10.62 | 6,374 | 15.06 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 2,479,989 | 56.41 | 676,268 | 58.94 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 4,369 | 30.93 | 1,172 | 5.11 | ||||
| 2025-08-07 | 13F | 灰石金融集团有限责任公司 | 4,710 | 10.77 | 1,284 | 12.53 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 17,893 | 0.49 | 4,879 | 2.11 | ||||
| 2025-07-10 | 13F | 艾尔郡资本管理有限责任公司 | 5,894 | 15.12 | 1,607 | 17.04 | ||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 170 | 46 | ||||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 489,863 | 0.76 | 129,995 | -10.22 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁收入创造者投资组合初始类别 | 16,071 | 21.12 | 4,382 | 23.09 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 1,420 | 2.90 | 387 | 4.59 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 12,094 | 0.93 | 3,298 | 2.55 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 24,550 | 1.85 | 6,695 | 3.49 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 33,549 | 9,148 | ||||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 189 | 36.96 | 51 | 6.38 | ||||
| 2025-08-22 | NP | QTUM - Defiance 量子 ETF | 72,727 | 19,832 | ||||||
| 2025-07-16 | NP | CGDV - Capital Group 股息价值 ETF 股份类别 | 896,540 | 73.21 | 237,915 | 54.33 | ||||
| 2025-03-27 | NP | WGFCX - 富国银行成长基金 C 类 | 262,177 | 6.70 | 89,586 | 25.13 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 552 | 51.23 | 148 | 59.14 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 843 | 8.91 | 0 | |||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 172 | 46 | ||||||
| 2025-08-14 | 13F | 高维斯塔策略有限责任公司 | 11,185 | 20.46 | 3,050 | 22.44 | ||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 15,772 | 5.32 | 4,301 | 7.02 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 4,473 | 4.75 | 1,200 | -15.91 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 108,802 | 0.95 | 29,669 | 2.58 | ||||
| 2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 4,437 | 6.22 | 1,191 | -14.76 | ||||
| 2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 3,321 | 0.24 | 906 | 1.80 | ||||
| 2025-07-23 | 13F | 沃姆瑟兄弟管理公司 | 29,936 | 1.36 | 8,161 | 2.03 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 83,932 | 1.88 | 22,887 | 3.52 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 2,444 | 6.17 | 666 | 7.94 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 58,615 | 4.21 | 15,984 | 5.89 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 1,643 | 32.61 | 448 | 34.94 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | Put | 70,000 | 117 | |||||
| 2025-07-17 | 13F | 斯科特与塞尔伯公司 | 5,850 | 0.67 | 2 | 0.00 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 4,102 | 14.52 | 1,102 | -9.89 | ||||
| 2025-07-02 | 13F | 挪威储蓄银行 | 10,862 | 10.32 | 2,962 | 12.07 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 34 | 126.67 | 9 | 125.00 | ||||
| 2025-08-13 | 13F | Fernbridge 资本管理公司 | 1,436,860 | 97.41 | 391,817 | 100.59 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 1,448 | 32.60 | 395 | 34.47 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 12,980 | 18.13 | 3,540 | 20.05 | ||||
| 2025-08-21 | NP | MGRO - VanEck Morningstar 宽护城河增长 ETF | 87 | 58.18 | 24 | 64.29 | ||||
| 2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 12,746 | 4.55 | 3,476 | 6.24 | ||||
| 2025-08-26 | NP | AEPIX - Allspring 管理账户 CoreBuilder 股票系列 EPI CoreBuilder 股票系列 EPI | 85 | 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 | 990 | 18.42 | 266 | -6.67 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 332,453 | 19.90 | 90,657 | 21.83 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 3,164 | 72.05 | 863 | 74.85 | ||||
| 2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 86,153 | 583.75 | 23,493 | 594.85 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,375 | 0.49 | 5,475 | -20.98 | ||||
| 2025-07-24 | 13F | KC 投资顾问有限公司 | 1,561 | 13.12 | 426 | 14.86 | ||||
| 2025-08-14 | 13F | 达美全球管理有限公司 | 92,495 | 45.27 | 25,222 | 47.61 | ||||
| 2025-07-15 | 13F | 海伯利安资产管理有限公司 | 156,438 | 14.48 | 42,659 | 16.33 | ||||
| 2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 158,895 | 4.52 | 42,166 | -6.88 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 7,963 | 14.00 | 2,171 | 15.85 | ||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 1,060 | 40.77 | 290 | 38.10 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 5,363 | 29.92 | 1,462 | 32.07 | ||||
| 2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 88,758 | 3.80 | 24,203 | 5.48 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 8 | 300.00 | 2 | |||||
| 2025-07-29 | NP | FFND - 未来基金主动型 ETF | 2,852 | 18.24 | 757 | 5.29 | ||||
| 2025-07-29 | 13F | 联合银行 | 10,198 | 5.16 | 2,781 | 6.84 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 5,521 | 7.12 | 1,505 | 8.66 | ||||
| 2025-07-28 | 13F | 整体规划有限责任公司 | 1,731 | 75.74 | 472 | 78.79 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 455,359 | 0.12 | 122,360 | -21.27 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 704 | 21.17 | 189 | -4.55 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 9,445 | 1.08 | 2,576 | 2.71 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 7,817 | 24.36 | 2,074 | 10.79 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 97,867 | 48.34 | 26,687 | 50.74 | ||||
| 2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 8,668 | 30.90 | 2,364 | 33.05 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 47,350 | 9.05 | 12,912 | 10.81 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 169,275 | 129.03 | 46,160 | 132.73 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 1,818 | 99.56 | 621 | 134.34 | ||||
| 2025-06-05 | NP | RESGX - 负责任的 ESG 美国股票投资组合 | 1,184 | 28.00 | 318 | 0.63 | ||||
| 2025-08-11 | 13F | 佳能顾问公司 | 959 | 262 | ||||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 1,410 | 0.71 | 384 | 2.40 | ||||
| 2025-07-29 | NP | SLGYX - 大型资本增长投资组合 A 类 | 1,090 | 220.59 | 289 | 186.14 | ||||
| 2025-08-13 | 13F | 盟友金融公司 | 27,500 | 111.54 | 7,499 | 114.97 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 1,296 | 7.73 | 353 | 9.63 | ||||
| 2025-06-27 | NP | TEC - 港口转型技术 ETF | 266 | 71 | ||||||
| 2025-07-16 | 13F | 莫兰吉管理有限责任公司 | 6,575 | 39.72 | 1,796 | 42.23 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 323 | 41.67 | 88 | 44.26 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 367 | 99 | ||||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 3,294 | 0.61 | 898 | 2.28 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 5,099 | 72.79 | 1,390 | 75.73 | ||||
| 2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 163 | 1.24 | 44 | 2.33 | ||||
| 2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 4,350 | 25.43 | 1,186 | 27.53 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 956,300 | 23.99 | 260,773 | 25.99 | |||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 772 | 20.44 | 211 | 22.09 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 1,418,200 | 22.84 | 386,729 | 24.82 | |||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 79 | 22 | ||||||
| 2025-05-28 | NP | JGRO - 摩根大通主动增长 ETF | 105,877 | 72.35 | 28,413 | 38.34 | ||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 153,812 | 8.67 | 41,944 | 10.42 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 核心股票 II 类 | 45,668 | 18.28 | 12,453 | 20.19 | ||||
| 2025-08-14 | 13F | 麦迪逊一号集团有限公司 | 20,000 | 300.00 | 5,454 | 306.64 | ||||
| 2025-08-04 | 13F | 克利尔投资研究有限公司 | 129 | 0.78 | 35 | 2.94 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,572 | 53.24 | 948 | 36.46 | ||||
| 2025-08-13 | 13F | NZS 资本有限责任公司 | 64,253 | 44.74 | 17,521 | 47.07 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 831 | 45.03 | 223 | 14.36 | ||||
| 2025-08-15 | 13F | 梅泰克全球投资有限责任公司 | 138,140 | 5.55 | 37,313 | 6.24 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 26,959 | 65.02 | 7,244 | 29.77 | ||||
| 2025-08-27 | NP | SUGYX - 胜利先锋全球增长基金Y类 | 222 | 36.20 | 61 | 39.53 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 5,113 | 0.20 | 1,394 | 1.83 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 211 | 4.98 | 58 | 7.55 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 2,521 | 1.86 | 687 | 3.46 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 14,622 | 8.34 | 3,880 | -3.48 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 50 | 25.00 | 14 | 30.00 | ||||
| 2025-08-05 | 13F | KDT 顾问有限公司 | 1,117 | 15.51 | 305 | 17.37 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 6,133 | 2.42 | 1,672 | 4.11 | ||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 1,673 | 2.26 | 456 | 3.87 | ||||
| 2025-07-11 | 13F | Bouvel 投资合伙人有限责任公司 | 19,696 | 0.90 | 5,371 | 0.52 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 9,937 | 4.90 | 2,670 | -17.49 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 842 | 2.43 | 230 | 4.09 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 46,350 | 157.59 | 13 | 200.00 | ||||
| 2025-07-23 | 13F | 登普兹·南希·E | 5,507 | 41.82 | 1,502 | 44.05 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 20,686 | 0.14 | 5,641 | 1.75 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 1,278 | 1.67 | 348 | 3.26 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 5,372 | 4.60 | 1,465 | 6.24 | ||||
| 2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 2,603 | 4.54 | 710 | 6.14 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 7,335 | 0.27 | 2,000 | 1.88 | ||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 1,454 | 11.08 | 367 | 4.57 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 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 | 145,796 | 0.75 | 39,177 | -20.77 | ||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | 859 | 1.66 | 234 | 3.54 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 16,459 | 7.11 | 4,488 | -12.63 | ||||
| 2025-08-28 | NP | ELFNX - ELFUN 信托 Elfun 信托 | 270,449 | 20.71 | 73,749 | 22.66 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 90,500 | 74.71 | 24,678 | 77.53 | |||
| 2025-08-19 | NP | Securian 基金信托 - SFT 常春藤成长基金 | 56,054 | 0.13 | 15,285 | 1.74 | ||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 9,479 | 18.50 | 2,585 | 29.01 | ||||
| 2025-06-27 | NP | ESGEX - Reynders、McVeigh 核心股票基金机构股票 | 6,500 | 3.17 | 1,747 | -18.87 | ||||
| 2025-07-15 | 13F | 百富勤投资管理公司 | 20,000 | 5,454 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | 581,817 | 4.55 | 158,654 | 6.24 | ||||
| 2025-06-30 | NP | VAGVX - Vanguard Advice Select 全球价值基金 Admiral Shares | 33,983 | 4.25 | 9,132 | -18.02 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | Call | 55 | 107.69 | |||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 29,201,010 | 1.67 | 7,962,823 | 3.31 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 价值优势投资组合 I 类 | 10,517 | 2,868 | ||||||
| 2025-06-24 | NP | TNRAX - 1290 Avantis 美国大盘成长基金 A 类 | 4,617 | 22.50 | 1,241 | -3.65 | ||||
| 2025-08-12 | 13F | 钻石山资本管理公司 | 1,497,512 | 16.45 | 408,357 | 18.33 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 129 | 658.82 | 35 | 775.00 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 3,571 | 11.91 | 974 | 13.67 | ||||
| 2025-06-26 | NP | LGCAX - 阿贝特勋爵全球股票研究基金 A 级 | 6,212 | 10.18 | 1,669 | -13.34 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 102,073 | 5.01 | 27,834 | 6.71 | ||||
| 2025-07-21 | 13F | 格拉西投资管理公司 | 33,614 | 0.30 | 9 | 12.50 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 4,078 | 4.35 | 1,112 | 6.11 | ||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 127,733 | 34,832 | ||||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 578,619 | 743.85 | 31,451 | 70.92 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 277 | 6.13 | 76 | 7.14 | ||||
| 2025-08-13 | 13F | 万博特联合有限责任公司 | 987 | 1.54 | 268 | 2.29 | ||||
| 2025-07-23 | 13F | 科恩投资顾问有限责任公司 | 12,187 | 4.36 | 3,323 | 6.06 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 98,449 | 26,846 | ||||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 552 | 8.66 | 150 | 10.29 | ||||
| 2025-07-10 | 13F | Mogy Joel R 投资顾问公司 | 197,994 | 0.23 | 53,991 | 1.85 | ||||
| 2025-06-23 | NP | EDIAX - 伊顿万斯全球收益构建基金 A 级 | 2,106 | 566 | ||||||
| 2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 2,004 | 3.30 | 546 | 5.00 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, 有限责任公司 | 18,479 | 5.02 | 5,039 | 6.69 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 54,900 | 0.55 | 14,971 | 2.17 | |||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 77,073 | 51.12 | 21,066 | 53.39 | ||||
| 2025-08-12 | 13F | JL 班布里奇公司 | 66,461 | 0.89 | 18,123 | 2.52 | ||||
| 2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 10,026 | 2.04 | 2,734 | 3.68 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 13,569 | 14.86 | 3,700 | 16.72 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 1,745 | 6.27 | 477 | 7.94 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 3,159 | 3.98 | 849 | -18.30 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 46,800 | 58.11 | 12,762 | 60.66 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 16,353 | 9.05 | 4,459 | 10.81 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 5,549 | 18.67 | 1,466 | 22.70 | ||||
| 2025-07-16 | 13F | 伊斯托弗投资顾问有限责任公司 | 23,565 | 1.35 | 6,426 | 2.98 | ||||
| 2025-07-10 | 13F | 社区信托投资公司 | 97,510 | 10.43 | 26,590 | 12.21 | ||||
| 2025-08-12 | 13F | 农民国家银行 | 1,083 | 13.05 | 295 | 14.79 | ||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 7,705 | 8.11 | 2,101 | 9.88 | ||||
| 2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 4,170 | 12.76 | 1,137 | 14.62 | ||||
| 2025-07-21 | 13F | 111资本 | 19,781 | 33.89 | 5,394 | 36.07 | ||||
| 2025-07-31 | 13F | 卫报资产顾问有限公司 | 1,923 | 6.89 | 525 | 8.70 | ||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 59,131 | 2.71 | 16 | 6.67 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 25,000 | 6,817 | |||||
| 2025-06-30 | NP | 北极光基金信托 II - PeakShares 行业轮动 ETF | 429 | 30.40 | 114 | 16.49 | ||||
| 2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 7,149 | 1,949 | ||||||
| 2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 10,613 | 20.99 | 2,894 | 22.94 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 288,976 | 0.01 | 78,801 | 1.63 | ||||
| 2025-07-30 | NP | VUSE - Vident 核心美国股票基金 | 3,111 | 826 | ||||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 5,100 | 104.00 | 1,391 | 107.46 | |||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 127,482 | 6.75 | 34,814 | 8.63 | ||||
| 2025-07-28 | 13F | 阿灵顿财务顾问有限责任公司 | 15,558 | 2.01 | 4,243 | 3.67 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 4,100 | 105.00 | 1,100 | 64.67 | |||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 5,707 | 5.41 | 1,556 | 7.16 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 157,600 | 43.61 | 42,976 | 45.93 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 27,235,453 | 2.42 | 7,426,836 | 4.07 | ||||
| 2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 859 | 234 | ||||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 583 | 156 | ||||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 4,900 | 444.44 | 1,315 | 338.00 | |||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 66,307 | 18,081 | ||||||
| 2025-08-11 | 13F | ICICI保诚资产管理有限公司 | 23,945 | 289.67 | 6,530 | 295.94 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 34,290 | 4.52 | 9,351 | 6.20 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 20,873,900 | 0.55 | 5,669,224 | 2.04 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 6,105 | 1.75 | 1,630 | 3.30 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 219,981 | 0.13 | 59,987 | 1.74 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 165 | 7.14 | 45 | 7.32 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 141,914 | 5.88 | 38,699 | 7.58 | ||||
| 2025-07-30 | NP | LGRO - 四级大盘成长主动型 ETF | 5,911 | 3.38 | 1,569 | -7.93 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 144,448 | 0.77 | 39,389 | 2.39 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 16,200 | 16.55 | 4,418 | 18.42 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 85,639 | 1.64 | 23,353 | 3.28 | ||||
| 2025-07-03 | 13F | 集体家族办公室有限责任公司 | 1,044 | 6.75 | 285 | 8.40 | ||||
| 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 | 4,516 | 3.03 | 1,213 | -18.97 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 1,675 | 81.08 | 450 | 42.41 | ||||
| 2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 50,376 | 43.96 | 13,737 | 46.28 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 92,282 | 4.39 | 24,797 | -17.90 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 6,952 | 79.92 | 1,896 | 82.92 | ||||
| 2025-08-28 | NP | IGV - iShares 扩展科技软件板块 ETF | 3,475,480 | 13.30 | 947,729 | 15.13 | ||||
| 2025-08-11 | 13F | 波林资本管理有限责任公司 | 1,989 | 3.92 | 542 | 5.65 | ||||
| 2025-08-13 | 13F | 阿科资本有限责任公司 | 469,254 | 30.38 | 128 | 32.29 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 1,854 | 118.89 | 506 | 122.47 | ||||
| 2025-07-22 | 13F | 综合财务顾问机构有限公司 | 8,621 | 7.03 | 2,351 | 8.75 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 29,391 | 425.97 | 8,015 | 434.62 | ||||
| 2025-07-16 | 13F | 太平洋贤者合伙人有限责任公司 | 1,804 | 1.75 | 492 | 3.37 | ||||
| 2025-07-15 | 13F | 法雷尔金融有限公司 | 1,445 | 0.07 | 394 | 1.81 | ||||
| 2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 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 | 83,869 | 25.64 | 22,256 | 11.94 | ||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 7,295 | 76.21 | 1,989 | 79.03 | ||||
| 2025-08-19 | 13F/A | L1资本有限公司 | 648 | 177 | ||||||
| 2025-08-11 | 13F | 忠利投资管理有限公司 | 13,115 | 23.64 | 3,571 | 25.47 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 2,039 | 108.06 | 548 | 63.77 | ||||
| 2025-04-10 | 13F | 联合消化控股公司 | 3,633 | 975 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 129,798 | 104.99 | 35,395 | 112.86 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 13,183 | 410.57 | 3,595 | 419.36 | ||||
| 2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 2,021 | 5.98 | 551 | 7.83 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 1,877,476 | 21.83 | 512,693 | 23.97 | ||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 1,087 | 5.84 | 296 | 15.63 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 30,231 | 8,244 | ||||||
| 2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 4,683 | 4.25 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 52,129 | 14 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 6,302 | 3,115.31 | 1,718 | 3,203.85 | ||||
| 2025-07-24 | NP | BGSIX - 贝莱德科技机会基金机构 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 | 185,835 | 28.00 | 49,315 | 14.04 | ||||
| 2025-07-10 | 13F | 天空投资集团有限责任公司 | 3,595 | 1.84 | 980 | 3.48 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 183,815 | 50,119 | ||||||
| 2025-08-29 | NP | WTAI - WisdomTree人工智能与创新基金 NA | 6,122 | 4.85 | 1,669 | 6.58 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 1,802 | 0.50 | 491 | 2.08 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 20,486 | 16.93 | 5,586 | 18.83 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 674,355 | 1.31 | 183,890 | 2.94 | ||||
| 2025-06-30 | NP | BUL - Pacer 美国现金牛增长 ETF | 12,626 | 2.31 | 3,393 | 6.23 | ||||
| 2025-07-29 | 13F | 诺瓦资本管理有限公司 | 34,618 | 2.72 | 9,440 | 4.37 | ||||
| 2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 2,228 | 12.47 | 608 | 14.31 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 6,039 | 21.61 | 1,647 | 23.57 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC。 | 7,543 | 98.66 | 2,060 | 62.13 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 9,048 | 2.96 | 2,467 | 4.62 | ||||
| 2025-08-11 | 13F | 阿维索财富管理 | 2,873 | 4.21 | 783 | 5.95 | ||||
| 2025-08-12 | 13F | Oak Associates Ltd /哦/ | 22,804 | 32.72 | 6,218 | 34.88 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 3,011 | 4.26 | 821 | 6.07 | ||||
| 2025-06-23 | NP | 伊顿万斯税务管理全球多元化股票收益基金 | 89,278 | 23,990 | ||||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 104,098 | 1.69 | 28,386 | 3.33 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 2,945,661 | 13.14 | 803,252 | 14.96 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | Call | 100 | 27 | |||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 1,691 | 0.06 | 461 | 1.77 | ||||
| 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 | 437,302 | 1.45 | 117,507 | -20.22 | ||||
| 2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 59,970 | 4.61 | 16 | 6.67 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 884 | 241 | ||||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 4,829 | 44.15 | 1,317 | 46.38 | ||||
| 2025-03-28 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 3,634 | 8.41 | 1,242 | 27.15 | ||||
| 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 | 41,556 | 42.97 | 11,167 | 12.44 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 240,005 | 65,447 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 1,590 | 5.37 | 427 | -17.09 | ||||
| 2025-04-17 | 13F | 使命财富管理有限公司 | Put | 1,073 | -19.75 | |||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 562 | 3.12 | 149 | -8.02 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 3,158 | 3.98 | 861 | 5.13 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 371,094 | 6.34 | 101,194 | 8.05 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 3,528 | 26.18 | 962 | 28.13 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 66,713 | 4.03 | 18,192 | 5.71 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 6,738 | 19.85 | 1,840 | 22.02 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 47,427 | 82.01 | 12,933 | 84.95 | ||||
| 2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 10,846 | 6.92 | 2,878 | -4.73 | ||||
| 2025-08-18 | 13F | 惠灵顿资本管理公司 | 799 | 0 | ||||||
| 2025-07-30 | 13F | 盖布尔斯资本管理公司 | 181 | 56.03 | 49 | 58.06 | ||||
| 2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 13,840 | 0.96 | 3,673 | -10.07 | ||||
| 2025-08-11 | 13F | 塞拉资本有限责任公司 | 3,646 | 0.19 | 1 | |||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 1,936 | 65.61 | 528 | 68.37 | ||||
| 2025-08-06 | 13F | 融合金融有限公司 | 6,532 | 6.25 | 1,781 | 8.00 | ||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 1,351 | 13.91 | 368 | 15.72 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 46,600 | 79.09 | 12,720 | 82.26 | ||||
| 2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 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 | 7,627,823 | 2.16 | 2,080,031 | 3.81 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 525,937 | 34.53 | 143,450 | 36.73 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 56 | 16.67 | 15 | 0.00 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 21,265 | 25.53 | 5,799 | 27.54 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 3,187 | 40.40 | 870 | 42.86 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 36,440 | 8.28 | 9,937 | 10.02 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 59,634 | 46.75 | 16,024 | 15.41 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 39,354 | 28.21 | 10,732 | 30.29 | ||||
| 2025-04-21 | 13F | 登喜路金融有限责任公司 | Put | 10 | 20 | |||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 62,937 | 4.59 | 17,162 | 6.28 | ||||
| 2025-08-25 | NP | EHSTX - 伊顿万斯大盘价值基金 A 类 | 76,965 | 20,988 | ||||||
| 2025-08-11 | 13F | 凯龙资本管理有限公司 | 753 | 205 | ||||||
| 2025-07-24 | 13F | Brücke Financial, Inc. | 4,669 | 4.24 | 1,273 | 5.82 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 50 | 0 | ||||||
| 2025-08-14 | 13F | 白骑士战略财富顾问有限责任公司 | 1,274 | 0.63 | 347 | 2.36 | ||||
| 2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 13,231 | 27.69 | 3,612 | 29.93 | ||||
| 2025-08-14 | 13F | 马林银行 | 4,450 | 1.30 | 1,213 | 2.97 | ||||
| 2025-08-01 | 13F | 火力资本管理有限公司 | 4,669 | 7.80 | 1,273 | 9.55 | ||||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | 46,773 | 12,755 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 62,987 | 2.08 | 16,925 | -19.72 | ||||
| 2025-07-17 | 13F | Cyr Financial Inc. | 3,273 | 18.50 | 893 | 20.38 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 4,276 | 258.72 | 1,166 | 265.52 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 3,318 | 905 | ||||||
| 2025-08-13 | 13F | 费城信托公司 | 32,700 | 0.97 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | 加勒特财富咨询集团有限责任公司 | 1,738 | 474 | ||||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 7,676 | 6.88 | 2,093 | 8.61 | ||||
| 2025-07-23 | 13F | 诺蒂斯·麦康纳蒂·爱德华 | 6,562 | 70.71 | 1,789 | 73.52 | ||||
| 2025-07-28 | NP | VSRDX - 美国社会责任基金 | 29,067 | 29.70 | 7,714 | 15.55 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 13,122 | 3,264.62 | 3,578 | 3,340.38 | ||||
| 2025-07-28 | NP | SWP - SWP 增长与收入 ETF | 8,147 | 5.67 | 2,162 | -5.88 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 163,814 | 3.20 | 44,670 | 4.87 | ||||
| 2025-08-14 | 13F | 英勇资本管理有限合伙人 | 132,410 | 7.29 | 36,107 | 9.02 | ||||
| 2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 82,328 | 17.18 | 22,122 | -7.85 | ||||
| 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 | 913,415 | 32.62 | 245,444 | 4.29 | ||||
| 2025-07-31 | 13F | 李丹纳巴斯公司 | 19,720 | 5,377 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 1,697,500 | 91.94 | 462,891 | 95.04 | |||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 254,211 | 3.89 | 59,054 | -2.86 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T。 Rowe Price资本增值基金（一） | 282,001 | 21.71 | 76,899 | 23.67 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 60,943 | 48.29 | 16,619 | 50.69 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 517,575 | 55.07 | 141,138 | 57.58 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 434,500 | 36.04 | 118,484 | 38.23 | |||
| 2025-08-07 | 13F | 弗洛斯巴赫冯斯托奇股份公司 | 841,028 | 18.27 | 229,340 | 20.18 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 2,081 | 169.91 | 0 | |||||
| 2025-07-17 | 13F | ERn 金融有限责任公司 | 803 | 0.63 | 219 | 2.34 | ||||
| 2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 83,511 | 0.16 | 22,440 | -21.23 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 1,254 | 342 | ||||||
| 2025-08-05 | 13F | 基准金融财富顾问有限责任公司 | 989 | 4.44 | 270 | 5.91 | ||||
| 2025-07-24 | 13F | 阿克蒂姆公司 | 359,148 | 5.70 | 98 | 6.59 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 2,646 | 722 | ||||||
| 2025-08-05 | 13F | 卡森咨询公司 | 2,169 | 1.02 | 591 | 2.60 | ||||
| 2025-06-27 | NP | FEVAX - 第一鹰美国价值基金 A 类 | 82,462 | 18.32 | 22,158 | -6.96 | ||||
| 2025-08-28 | NP | DEMZ - DEMZ 政治捐款 ETF | 3,254 | 34.19 | 887 | 36.46 | ||||
| 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 | 512 | 17.70 | 140 | 19.83 | ||||
| 2025-08-01 | 13F | 华侨银行 | 152,759 | 3.87 | 41,611 | 5.02 | ||||
| 2025-08-26 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 201,427 | 66.07 | 54,927 | 35.45 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 92,900 | 12.33 | 24,963 | -11.67 | ||||
| 2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 8,594 | 9.76 | 2,343 | 11.52 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 4,170 | 4.49 | 1,137 | 6.16 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 269,956 | 2.45 | 73,614 | 4.10 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 1,459,237 | 302.14 | 397,919 | 308.63 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 1,637 | 0.92 | 446 | 2.53 | ||||
| 2025-08-13 | 13F | Peloton 财富策略师 | 24,520 | 4.50 | 7 | 0.00 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 62,979 | 12.23 | 17,174 | 12.70 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 143 | 38 | ||||||
| 2025-08-13 | 13F | 钱宁资本管理有限公司 | 40,417 | 11.96 | 11,021 | 13.77 | ||||
| 2025-08-26 | NP | 贝莱德增强股本股息信托 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 | 30,890 | 8,423 | ||||||
| 2025-07-30 | NP | Monteagle Funds - Monteagle 增强型股票收益基金机构类别 | 1,500 | 7.14 | 398 | -4.33 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 9,498 | 11.37 | 2,594 | 13.33 | ||||
| 2025-07-24 | 13F | M1资本管理有限责任公司 | 1,191 | 10.18 | 325 | 11.72 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 232,661 | 6.96 | 63,444 | 8.69 | ||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 1,781 | 10.55 | 0 | |||||
| 2025-08-07 | 13F | 英杰华公司 | 795,904 | 6.87 | 217,035 | 8.60 | ||||
| 2025-07-30 | 13F | Rnc资本管理有限公司 | 19,233 | 22.90 | 5,245 | 24.89 | ||||
| 2025-08-05 | 13F | 下一个资本管理有限责任公司 | 943 | 257 | ||||||
| 2025-08-14 | 13F | 西托资本集团有限责任公司 | 11,425 | 52.33 | 3 | 50.00 | ||||
| 2025-06-26 | NP | HFGO - 哈特福德大盘成长 ETF | 3,829 | 13.38 | 1,029 | -10.84 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 55,382 | 114.95 | 15,102 | 118.43 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 44,264 | 0.10 | 12,070 | 1.72 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust II - 贝莱德资本增值投资组合 A 级 | 109,419 | 18.56 | 29,364 | -4.84 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 27,598 | 2.48 | 7,526 | 4.14 | ||||
| 2025-07-29 | 13F | 卡梅尔资本合伙人有限责任公司 | 5,614 | 19.52 | 1,531 | 21.43 | ||||
| 2025-08-11 | 13F | 中西部专业规划师有限公司 | 15,162 | 1.08 | 4,135 | 2.71 | ||||
| 2025-07-24 | 13F | 玛瑙通行证投资管理有限公司 | 11,022 | 28.39 | 3,006 | 30.48 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 657 | 14.86 | 179 | 16.99 | ||||
| 2025-08-14 | 13F | 三尾财富管理有限公司 | 1,006 | 238 | ||||||
| 2025-07-24 | 13F | 金融连接集团有限公司 | 463 | 76.05 | 0 | |||||
| 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 | 17,928 | 1.67 | 4,817 | -20.05 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 238,207 | 7.25 | 64,957 | 8.98 | ||||
| 2025-07-16 | 13F | 肯尼迪投资集团 | 1,608 | 3.34 | 439 | 5.04 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 394,911 | 5.53 | 107,688 | 7.23 | ||||
| 2025-08-28 | NP | Acap战略基金 | Short | -672,488 | 42.87 | -183,381 | 45.18 | |||
| 2025-05-28 | NP | SEEGX - 摩根大通大盘成长基金 I 类 | 4,265,292 | 45.22 | 1,144,634 | 16.56 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 373,095 | 2.62 | 101,739 | 4.28 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 15,651 | 1.29 | 4,268 | 2.92 | ||||
| 2025-07-31 | 13F | 吉尔资本合伙人有限公司 | 1,101 | 21.79 | 300 | 23.97 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 3,861 | 12.66 | 1,291 | 40.37 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 55,801 | 2.49 | 14,415 | -1.34 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 9,554 | 6.14 | 2,605 | 7.87 | ||||
| 2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 1,023 | 0.10 | 278 | 1.46 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 34,295 | 9,352 | ||||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 48,383 | 15.10 | 13,194 | 16.96 | ||||
| 2025-05-29 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 资本增值基金系列 II | 33,666 | 12.12 | 9,035 | -10.00 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 8,675 | 50.42 | 2,302 | 34.07 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛机构战略增长基金 | 18,523 | 6.96 | 5,051 | 8.69 | ||||
| 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 | 9,737 | 609.69 | 2,655 | 654.26 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 1,594,500 | 43.92 | 434,988 | 46.22 | ||||
| 2025-08-26 | NP | BNGLX - 瑞银全球配置基金 A 类 | 414 | 113 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 1,778 | 0.40 | 485 | 1.89 | ||||
| 2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 200 | 0.50 | 54 | -20.90 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 116 | 31 | ||||||
| 2025-07-25 | NP | CRPT - First Trust SkyBridge 加密行业和数字经济 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 | 18,008 | 4,779 | ||||||
| 2025-08-22 | NP | 基石总回报基金公司 | 18,600 | 40.91 | 5,072 | 43.20 | ||||
| 2025-08-13 | 13F | 黑钻财富管理公司 | 1,555 | 18.61 | 423 | 16.90 | ||||
| 2025-08-21 | NP | MWMIX - VanEck Morningstar Wide Moat 基金 I 类 | 2,719 | 104.74 | 741 | 108.15 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 144 | 2.13 | 39 | -19.15 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 11,101 | 3,027 | ||||||
| 2025-08-13 | 13F | 塞壬有限责任公司 | 22,600 | 54.79 | 6,163 | 57.27 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托基金 - iShares 科技机会主动型 ETF | 648 | 63.22 | 174 | 28.89 | ||||
| 2025-08-05 | 13F | 访问投资管理有限责任公司 | 89 | 24 | ||||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 76,369 | 28.51 | 20,521 | 1.06 | ||||
| 2025-08-14 | 13F | 斯塔利资本顾问公司 | 3,443 | 2.99 | 939 | 4.57 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 9,081 | 31.06 | 2,476 | 33.19 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 9,576 | 13.11 | 2,611 | 14.97 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 3,508 | 20.67 | 944 | 27.26 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 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 | 9,289 | 474.81 | 2,533 | 484.99 | ||||
| 2025-07-10 | 13F | 独木舟金融有限合伙人 | 210,263 | 57,337 | ||||||
| 2025-08-12 | 13F | CFC 规划有限公司 | 10,014 | 6.23 | 2,731 | 7.95 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 881,237 | 6.08 | 240,305 | 7.79 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 64,633 | 10.88 | 10,561 | 21.51 | ||||
| 2025-07-25 | 13F | 倡导集团有限责任公司 | 12,033 | 3,281 | ||||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 229 | 23.12 | 62 | 26.53 | ||||
| 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 | 17,347 | 44.33 | 4,730 | 53.07 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 3,319 | 6.96 | 905 | 8.77 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 816 | 13.97 | 223 | 15.63 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 25,230 | 1.33 | 6,660 | -0.33 | ||||
| 2025-07-30 | 13F | 花岗岩港顾问公司 | 1,153 | 11.51 | 314 | 13.36 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 3,462 | 8.70 | 1 | |||||
| 2025-07-16 | 13F | 利特尔约翰金融服务有限公司 | 5,983 | 1,632 | ||||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 54,596 | 0.59 | 14,888 | 2.21 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 10,822 | 0.12 | 2,951 | 1.76 | ||||
| 2025-07-09 | 13F | 中央谷顾问有限公司 | 7,910 | 13.31 | 2,157 | 15.16 | ||||
| 2025-07-11 | 13F | 海岸资本集团有限责任公司 | 5,192 | 1.21 | 1,416 | 2.83 | ||||
| 2025-08-14 | 13F | LM 顾问有限责任公司 | 18,107 | 2.97 | 5 | 0.00 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 926 | 34.99 | 253 | 10.04 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 128 | 24.27 | 35 | 25.93 | ||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 3,158 | 1.41 | 861 | 3.11 | ||||
| 2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 15,247 | 8.91 | 4,158 | 10.65 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 3,086 | 50.10 | 842 | 52.63 | ||||
| 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 | 57 | 21.28 | 15 | -6.25 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 3,198 | 2.17 | 872 | 3.93 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 15,611 | 0.99 | 4,257 | 2.60 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 112 | 330.77 | 31 | 328.57 | ||||
| 2025-07-30 | NP | DTEC - 阿尔卑斯颠覆性技术 ETF | 2,895 | 13.26 | 768 | 0.92 | ||||
| 2025-08-07 | 13F | 布里奥顾问有限责任公司 | 1,052 | 7.02 | 287 | 8.75 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 804,222 | 1.77 | 215,821 | -18.31 | ||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 6,030 | 0.12 | 1,644 | 1.73 | ||||
| 2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,075,406 | 12.04 | 288,972 | -11.90 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 3,779 | 9.44 | 1,030 | 11.23 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - Templeton Growth VIP 基金 1 级 | 27,901 | 7,608 | ||||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 171,024 | 7.37 | 46,705 | 9.26 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | Put | 900 | 245 | |||||
| 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 | 93,532 | 2.21 | 25,505 | 3.86 | ||||
| 2025-08-13 | 13F | 安全港信托有限责任公司 | 35 | 10 | ||||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 34,513 | 35.10 | 9,411 | 37.29 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 核心股票基金 | 16,147 | 10.19 | 4,403 | 11.98 | ||||
| 2025-07-23 | 13F | 基德·斯蒂芬·W | 8,876 | 16.15 | 2,420 | 18.05 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 24,426 | 1.05 | 6,661 | 2.68 | ||||
| 2025-08-22 | NP | 三洲公司 | 70,673 | 12.96 | 19,272 | 14.78 | ||||
| 2025-07-17 | 13F | 斯特林投资顾问有限公司 | 739 | 201 | ||||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 103,775 | 16.75 | 27,885 | -8.19 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 1,353,115 | 5.52 | 368,981 | 7.41 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 73,955 | 9.08 | 20,167 | 10.84 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 49,926 | 9.17 | 13,614 | 10.94 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 4,000 | 11.11 | 1,091 | 12.84 | |||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 560 | 77.78 | 153 | 80.95 | ||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 123,325 | 18.41 | 34 | 22.22 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Call | 2,800 | 40.00 | 764 | 42.35 | |||
| 2025-07-22 | 13F | 玻璃山顾问公司 | 12,897 | 953.68 | 3,517 | 971.95 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 1,655 | 86.37 | 451 | 89.50 | ||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 2,030 | 10.87 | 554 | 13.79 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 32,428 | -528.38 | 8,843 | -535.35 | ||||
| 2025-07-18 | 13F | Generali Investments CEE，一家投资公司， | 15,925 | 5.42 | 4,343 | 7.13 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 10,926 | 3.51 | 2,979 | 5.19 | ||||
| 2025-06-30 | NP | 道指 - Global X Dow 30 备兑看涨 ETF | 20,274 | 22.99 | 5,448 | -3.28 | ||||
| 2025-08-27 | NP | ARTRX - Artisan 全球机会基金投资者股票 | 58,327 | 3.54 | 15,905 | 5.21 | ||||
| 2025-03-31 | NP | FFLC - 富达新千年 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 | 12,432 | 4,248 | ||||||
| 2025-06-23 | NP | PQIAX - 股票收益基金（原股票收益基金 I A 类） | 291,823 | 7.62 | 78,416 | -15.37 | ||||
| 2025-05-16 | 13F | 红木投资有限责任公司 | 14,295 | 3.09 | 3,836 | -17.26 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 980 | 0.93 | 267 | 2.69 | ||||
| 2025-07-28 | NP | FDG - 美国世纪聚焦动态增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,541 | 14.85 | 12,085 | 2.33 | ||||
| 2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 2,878,521 | 49.14 | 784,944 | 51.55 | ||||
| 2025-06-23 | NP | EADIX - 伊顿万斯税务管理全球股息收入基金 A 类 | 10,796 | 2,901 | ||||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 336,701 | 1.25 | 91,815 | 2.89 | ||||
| 2025-07-22 | 13F | 全球战略投资解决方案有限责任公司 | 744 | 203 | ||||||
| 2025-07-25 | 13F | Inman Jager 财富管理有限责任公司 | 1,250 | 0.81 | 341 | 2.41 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 3,121 | 2.87 | 851 | 4.55 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 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 | 6,420 | 210.44 | 1,751 | 215.88 | ||||
| 2025-06-26 | NP | LSVD——LSV 纪律价值 ETF | 40 | 100.00 | 11 | 66.67 | ||||
| 2025-08-14 | 13F | 道富银行 | 49,260,918 | 1.60 | 13,452,998 | 3.39 | ||||
| 2025-08-18 | 13F | 1248 管理有限责任公司 | 5,110 | 2,201.80 | 1,395 | 2,264.41 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 171,264 | 18.08 | 46,703 | 19.98 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 4,753 | 19.72 | 1,296 | 21.69 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 1,932 | 173.27 | 527 | 123.31 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 3,286 | 26.92 | 896 | 28.96 | ||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 7,120 | 6.49 | 1,942 | 8.19 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 386,952 | 10.59 | 105,518 | 12.38 | ||||
| 2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 828 | 17.11 | 222 | -7.88 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 308,600 | 1,747.90 | 84,152 | 1,777.97 | |||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 43,100 | 413.10 | 11,753 | 421.38 | |||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 10,511,542 | 13.53 | 2,866,392 | 15.37 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 2,906 | 4.72 | 792 | 6.45 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 840,178 | 266.61 | 229,108 | 272.53 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理大盘增长基金 I 类 | 30,567 | 159.72 | 8,335 | 158.77 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 1,193,406 | 81.17 | 325 | 84.66 | ||||
| 2025-08-29 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 股票和收益基金系列 I | 35,001 | 10.54 | 9,544 | 12.32 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 2,704 | 8.77 | 737 | 10.49 | ||||
| 2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 161,308 | 2.23 | 43,345 | -19.60 | ||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 740 | 202 | ||||||
| 2025-07-31 | 13F | 资金存管及寄售 | 36,157 | 13.64 | 9,860 | 15.47 | ||||
| 2025-06-30 | NP | FOWF - Pacer Solactive Whitney 未来战争 ETF | 23 | 6 | ||||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 战略大盘核心 VIP 基金 | 10,087 | 28.71 | 2,751 | 30.77 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 35,045 | 31.04 | 10 | 28.57 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,133 | 21.54 | 582 | 23.62 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 2,377 | 1.32 | 648 | 3.02 | ||||
| 2025-07-30 | 13F | 城堡财富管理有限公司 | 6,223 | 7.78 | 1,699 | 9.68 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 3,799 | 2.95 | 1,036 | 4.55 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 1,414 | 0.57 | 386 | 2.12 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 18,795 | 73.07 | 5,125 | 75.88 | ||||
| 2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 5,643 | 4.13 | 1,539 | 5.78 | ||||
| 2025-08-12 | 13F | 万国数据财富管理 | 65,956 | 4.79 | 17,986 | 6.48 | ||||
| 2025-07-21 | 13F | 堪萨斯信托公司 | 22,443 | 6.58 | 6 | 20.00 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 2,615 | 5.15 | 713 | 6.90 | ||||
| 2025-08-14 | 13F | 第一金融银行股份公司 | 80,039 | 3.55 | 21,826 | 5.22 | ||||
| 2025-08-14 | 13F | Nfj 投资集团有限公司 | 67,149 | 22.82 | 18,311 | 24.80 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 6,275 | 71.40 | 1,711 | 74.24 | ||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 2,637 | 49.07 | 719 | 51.69 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 7,902 | 0.36 | 2,155 | 1.94 | ||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 1,305 | 356 | ||||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 13,629 | 14.05 | 3,668 | 14.59 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 5,704 | 4.87 | 1,555 | 6.58 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,189 | 24.76 | 14,024 | -1.89 | ||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 205,000 | 31.41 | 56 | 34.15 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 102,325 | 0.06 | 27,848 | 1.48 | ||||
| 2025-08-25 | NP | ANWPX - 新视角基金A类 | 2,278,200 | 3.70 | 621,242 | 5.37 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 216,217 | 2,057.42 | 58,960 | 2,092.64 | ||||
| 2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | Short | -194,953 | 45.19 | -53,162 | 47.53 | |||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 1,378 | 366 | ||||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 9,585 | 2.57 | 2,614 | 4.23 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 1,616 | 4.94 | 441 | 6.54 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 9,012 | 1.38 | 2,392 | -9.67 | ||||
| 2025-07-23 | 13F | 阿卡托资本管理有限责任公司 | 1,727 | 0.70 | 471 | 2.17 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 23,200 | 14.85 | 227 | -14.72 | |||
| 2025-08-13 | 13F | HAP 贸易有限公司 | 11,997 | 3,271 | ||||||
| 2025-08-13 | 13F | WCG 财富顾问有限责任公司 | 18,550 | 20.96 | 5,058 | 22.92 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 8,353 | 5.23 | 2,245 | -17.26 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 7,260 | 781.07 | 1,980 | 795.48 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Put | 32,100 | 373 | |||||
| 2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 210,136 | 13.03 | 57,302 | 14.85 | ||||
| 2025-08-13 | 13F | 哈夫斯特联合公司 | 7,746 | 0.39 | 2,112 | 2.03 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 13,857 | 2.94 | 3,779 | 4.60 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 1,202 | 11.30 | 328 | 13.15 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 灵活管理的基金 | 100,803 | 21.30 | 27,488 | 23.25 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 4,801 | 0.23 | 1,309 | 1.87 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 98 | 1.03 | 27 | 0.00 | ||||
| 2025-07-23 | 13F | 西步顾问公司 | 791 | 8.95 | 216 | 10.82 | ||||
| 2025-08-07 | 13F | 商业银行 | 286,890 | 4.56 | 78,232 | 6.24 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 22,057 | 473.21 | 5,025 | 437.90 | ||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,292,913 | 5.01 | 352,564 | 6.71 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 433 | 32.01 | 116 | 3.57 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 1,358 | 8.29 | 365 | -14.95 | ||||
| 2025-08-13 | 13F | 贸易通资本有限责任公司 | 3,000 | 1 | ||||||
| 2025-08-27 | NP | CRFRX - 卡尔弗特重点价值基金 R6 级 | 6,780 | 1,849 | ||||||
| 2025-08-11 | 13F | 赛普拉斯咨询集团有限责任公司 | 2,769 | 260.08 | 755 | 266.50 | ||||
| 2025-06-30 | NP | NSFOX - Natixis 可持续未来 2065 基金 N 类 | 79 | 33.90 | 21 | 5.00 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 244 | 29.10 | 66 | 1.56 | ||||
| 2025-08-07 | 13F | 戴维森资本管理公司 | 11,859 | 26.98 | 3,234 | 29.01 | ||||
| 2025-08-05 | 13F | 子午线管理公司 | 21,651 | 8.62 | 5,593 | 4.56 | ||||
| 2025-08-28 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 成长和收益基金系列 I | 51,822 | 8.53 | 14,131 | 10.28 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 77,910 | 5.59 | 21,245 | 7.30 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 411 | 41.72 | 110 | 11.11 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 8,902 | 2,427 | ||||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 3,580 | 112.59 | 950 | 89.62 | ||||
| 2025-07-31 | 13F | 普伦蒂斯财富管理有限责任公司 | 2,698 | 2.00 | 736 | 3.67 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 2,902 | 1.08 | 791 | 2.73 | ||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 2,134 | 18.03 | 582 | 20.00 | ||||
| 2025-06-27 | NP | RSPT - Invesco S&P 500 等权重技术 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 | 157,743 | 7.12 | 42,387 | -15.76 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 668 | 5.03 | 182 | 7.06 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 2,140 | 2.49 | 583 | 4.11 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 524,679 | 1.03 | 143,075 | 2.66 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 225,618 | 65.55 | 61,524 | 68.22 | ||||
| 2025-06-27 | NP | GPTY - YieldMax(TM) 人工智能与科技投资组合期权收入 ETF | 2,111 | 46.09 | 567 | 15.01 | ||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 94 | 2.17 | 26 | 4.17 | ||||
| 2025-06-30 | NP | NSFHX - Natixis 可持续未来 2040 基金 N 类 | 374 | 28.08 | 100 | 1.01 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 35,193 | 3.63 | 9,597 | 5.30 | ||||
| 2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 1,045 | 9.08 | 285 | 10.51 | ||||
| 2025-08-12 | 13F | 美国APG资产管理公司 | 34,139 | 6.27 | 9,283 | 6.94 | ||||
| 2025-08-07 | 13F | 达美财务顾问有限公司 | 6,092 | 1.72 | 1,661 | 3.36 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 2,529 | 16.28 | 690 | 18.18 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 5,961 | 411.67 | 1,626 | 420.83 | ||||
| 2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 90 | 260.00 | 25 | 300.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 可持续美国主题投资组合 K 级 | 1,808 | 9.18 | 493 | 11.04 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 252,169 | 25.83 | 68,764 | 27.86 | ||||
| 2025-08-14 | 13F | 船尾福赛斯公司 | 10,084 | 1.20 | 2,750 | 2.84 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 150,614 | 4.10 | 41,071 | 5.78 | ||||
| 2025-08-07 | 13F | 全球财富管理投资咨询公司 | 11,203 | 10.69 | 3,055 | 12.44 | ||||
| 2025-07-21 | 13F | 家族首席财务官公司 | 11 | 3 | ||||||
| 2025-07-24 | 13F | 贝-道格拉斯有限责任公司 | 20,616 | 33.65 | 5,622 | 35.81 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 1,514 | 20.64 | 413 | 22.62 | ||||
| 2025-08-12 | 13F | 福国相互人寿保险公司 | 6,799 | 73.62 | 1,854 | 76.57 | ||||
| 2025-08-29 | NP | DHLAX - 钻石山大盘基金 A 类 | 622,408 | 7.20 | 169,724 | 8.93 | ||||
| 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 | 242,138 | 40.52 | 65,065 | 10.50 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 389,766 | 3.08 | 106 | 4.95 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 850,108 | 15.56 | 231,816 | 17.42 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 72,388 | 123.01 | 19,739 | 81.89 | ||||
| 2025-07-29 | NP | FEGE-First Eagle全球股票ETF | 11,029 | 219.59 | 2,927 | 184.91 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 25,539 | 35.85 | 6,964 | 38.04 | ||||
| 2025-07-29 | 13F | 银橡财富管理有限责任公司 | 800 | 218 | ||||||
| 2025-05-30 | NP | DIVO - Amplify CWP 增强型股息收入 ETF | 451,686 | 121,214 | ||||||
| 2025-08-07 | 13F | Bradley & Co. 私人财富管理有限责任公司 | 621 | 22.00 | 169 | 24.26 | ||||
| 2025-08-14 | 13F | 哈里斯联合有限合伙人 | 2,992,586 | 818.86 | 816,048 | 833.69 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 90,857 | 27.87 | 24,776 | 29.93 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,596 | 10.53 | 424 | -1.63 | ||||
| 2025-08-14 | 13F | 贝克资本管理有限公司 | 9,911 | 63.95 | 2,702 | 66.58 | ||||
| 2025-08-14 | 13F | Unisphere成立 | 734,600 | 40.46 | 200,318 | 42.73 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 79,197 | 463.92 | 21,596 | 473.14 | ||||
| 2025-06-26 | NP | USGLX - 美国全球领袖成长基金A级 | 177,972 | 32.39 | 47,823 | 4.11 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 25,526 | 437.84 | 6,961 | 446.74 | ||||
| 2025-07-30 | 13F | 昌盛金融集团有限公司 | 1,228 | 3.89 | 335 | 5.36 | ||||
| 2025-08-21 | NP | 护城河 - VanEck Vectors Morningstar Wide Moat ETF | 1,092,393 | 85.17 | 297,885 | 88.16 | ||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 44,824 | 1.22 | 12,223 | 2.86 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 21,541 | 21.44 | 5,874 | 23.40 | ||||
| 2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 2,297 | 1.55 | 626 | 3.13 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 4,029 | 0.10 | 1,099 | 1.67 | ||||
| 2025-04-29 | 13F | 佩森公司 | 4,793 | 3.34 | 1,286 | -17.03 | ||||
| 2025-07-22 | 13F | DB Root 有限公司 | 1,201 | 328 | ||||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 11,068 | 0.14 | 3,018 | 1.75 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 214 | 58 | ||||||
| 2025-07-03 | 13F | 加德资本公司 | Put | 2,291 | 52.46 | |||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 股票收益投资组合 | 29,136 | 533.39 | 7,945 | 543.84 | ||||
| 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 | 21,271 | 5.94 | 5,800 | 7.65 | ||||
| 2025-08-08 | 13F | 神鹰资本管理公司 | 16,036 | 0.17 | 4,373 | 1.77 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 6,999 | 5.30 | 1,909 | 7.01 | ||||
| 2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 41,455 | 12.66 | 11,139 | 12.57 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 83,404 | 2.71 | 22,743 | 4.37 | ||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 1,285 | 4.47 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 649,207 | 27.97 | 177,032 | 30.04 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 6,453 | 58.90 | 1,760 | 61.52 | ||||
| 2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 81,797 | 51.54 | 21,980 | 19.17 | ||||
| 2025-08-14 | 13F | 红木金融网络公司 | 2,218 | 6.38 | 605 | 8.05 | ||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 1,787 | 132.99 | 487 | 137.56 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 6,100 | 23.46 | 1,663 | 25.51 | ||||
| 2025-08-07 | 13F | 毕马威资本有限责任公司 | 809 | 221 | ||||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 20,181 | 423.64 | 5,503 | 432.21 | ||||
| 2025-08-01 | 13F | 莫特科 | 39,617 | 5.21 | 10,234 | 1.28 | ||||
| 2025-07-30 | 13F | 康纳斯投资者服务公司 | 55,957 | 25.93 | 15,259 | 28.00 | ||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 330 | 91.86 | 90 | 93.48 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 156,844 | 0.47 | 46,485 | -3.44 | ||||
| 2025-07-29 | 13F | Crux 财富顾问 | 4,449 | 11.56 | 1,213 | 13.36 | ||||
| 2025-07-09 | 13F | 太阳点有限责任公司 | 2,237 | 47.85 | 611 | 50.86 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 48,440 | 4,156.59 | 13,209 | 4,230.82 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 63,119 | 55.18 | 17,258 | 57.17 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类 | 32,450 | 7.01 | 8,849 | 8.74 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 6,215 | 2 | ||||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 7,092 | 10.21 | 1,934 | 11.99 | ||||
| 2025-08-11 | 13F | 花旗集团 | 2,011,023 | 4.65 | 548,386 | 6.34 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 981 | 9.00 | 268 | 10.79 | ||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 7,054 | 24.89 | 1,924 | 26.93 | ||||
| 2025-08-15 | 13F | 帕鲁斯金融（英国）有限公司 | 46,793 | 53.02 | 12,760 | 55.48 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 332,400 | 45.03 | 90,642 | 47.37 | |||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 14,290 | 32.35 | 3,897 | 37.13 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 14,997 | 0.47 | 4,090 | 2.10 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 49,880 | 61.22 | 13,602 | 64.08 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 2,100 | 573 | |||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 15,602 | 18.18 | 4,254 | 20.10 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 2,990,299 | 5.13 | 815,425 | 6.82 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 1,567 | 156.89 | 427 | 161.96 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 15,016 | 7.92 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 3,315,830 | 35.35 | 904,194 | 37.53 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 446,000 | 37.48 | 121,620 | 39.70 | |||
| 2025-07-21 | 13F | DHJJ财务顾问有限公司 | 403 | 110 | ||||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 1,600 | 436 | |||||
| 2025-08-14 | 13F | CSS 有限公司/il | Call | 5,000 | 150.00 | 1,363 | 154.29 | |||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 14,427 | 7.43 | 3,934 | 9.19 | ||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 6,528 | 2.43 | 1,780 | 13.02 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 3,906 | 1,065 | ||||||
| 2025-06-25 | NP | FDND - FT Vest 道琼斯互联网和目标收入 ETF | 1,324 | 94.71 | 356 | 53.02 | ||||
| 2025-06-27 | NP | PNQI - 景顺纳斯达克互联网 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 | 113,554 | 10.89 | 30,513 | -12.80 | ||||
| 2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 5,474 | 4.65 | 1,493 | 6.34 | ||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 49 | 4.26 | 0 | |||||
| 2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,793 | 45.31 | 7,200 | 14.27 | ||||
| 2025-03-27 | NP | NWCAX - Nuveen Winslow 大盘成长基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,900 | 35.58 | 17,734 | 79.02 | ||||
| 2025-07-17 | 13F | 阿西奥资本有限责任公司 | 25,805 | 3.15 | 7,037 | 4.81 | ||||
| 2025-07-09 | 13F | 山地资本有限责任公司 | 5,087 | 1.38 | 1,387 | 3.05 | ||||
| 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 | 2,884 | 21.28 | 775 | -4.68 | ||||
| 2025-07-23 | 13F | 公平信托公司 | 51,761 | 39.30 | 14,115 | 41.55 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 232,474 | 27.02 | 62,468 | -0.11 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 23,134 | 23.07 | 6,309 | 24.22 | ||||
| 2025-06-25 | NP | ARKW - ARK 下一代互联网 ETF | 69,140 | 27.86 | 18,579 | 0.55 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 10,050 | 6.25 | 2,716 | 6.97 | ||||
| 2025-08-14 | 13F | 卡迪夫公园顾问有限公司 | 7,424 | 0.01 | 2,024 | 1.61 | ||||
| 2025-08-07 | 13F | Latko 财富管理有限公司 | 2,059 | 2.69 | 1 | |||||
| 2025-08-11 | 13F | Wbi 投资公司 | 4,697 | 317.51 | 1,281 | 325.25 | ||||
| 2025-08-04 | 13F | B&l 资产管理有限公司 | 2,965 | 6.08 | 809 | 7.73 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 53,532 | 59.52 | 14,598 | 62.10 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 38,047 | 14.44 | 10,097 | 1.96 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 87,331 | 4.03 | 23,814 | 5.71 | ||||
| 2025-07-22 | 13F | 希尔岛金融有限公司 | 2,838 | 13.70 | 774 | 15.55 | ||||
| 2025-07-10 | 13F | Affiance 金融有限责任公司 | 734 | 200 | ||||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 148,574 | 0.20 | 41 | 2.56 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 107,898 | 0.41 | 29,423 | 2.03 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 6,741 | 1.43 | 1,838 | 3.08 |
