DCI 机构投资人持股, 买家 - Donaldson Company, Inc.

机构和基金投资人持股 - 买家

在唐纳森公司中开设新头寸的主要持有者包括德克萨斯州金斯顿资本合伙有限公司, FSUVX - 富达 SAI 美国低波动指数基金, 镇流器资产管理有限合伙人, 奥罗拉投资顾问, MGMT - 镇流器小/中型 ETF, CZMSX - 多管理人小盘股票策略基金机构类别, PMJIX - PIMCO RAE 美国小型基金机构类别, 简街集团有限责任公司, 弗里斯通格罗夫合伙公司, 红杉财务顾问有限责任公司, STMSX - Simt 税务管理中小盘基金 F 级, WSML - iShares MSCI 全球小型股 ETF, 铭文资本有限责任公司, 授权基金有限责任公司, CCMG-CCM全球股票ETF, 西永资本有限公司, 布雷文·霍华德资本管理有限责任公司, 凯拉资本合伙公司, 华尔街眼资本有限责任公司, 和沃隆资本管理有限公司 .

本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。

升级以解锁高级数据。

文件日期	来源	投资者	类型	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-07-25	13F	芝加哥期权交易所背心金融有限责任公司		59,044	31.43	4,095	35.92
2025-07-29	NP	EBI-长景优势ETF		2,025		141
2025-08-13	13F	裸金融服务公司		68	423.08	5
2025-08-08	13F	十字马克全球控股公司		9,278	0.95	643	4.38
2025-08-12	13F	CIBC 私人财富集团有限责任公司		30,944	16.31	2,146	36.28
2025-08-14	13F	全新世顾问有限合伙人		77,530	19.57	5,377	23.64
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		1,975	2.17	137	5.43
2025-08-08	13F	Geode资本管理有限公司		2,821,115	0.76	195,667	4.19
2025-05-15	13F	德克萨斯州永久学校基金		74,180		4,876
2025-07-01	13F	凯拉资本合伙公司		4,646		322
2025-08-13	13F	双峰财富顾问有限责任公司		112		8
2025-08-14	13F	Perbak 资本合伙公司		12,076	141.91	837	150.60
2025-08-13	13F	琼斯金融公司有限责任公司		30,529	31.86	2,124	36.79
2025-06-26	NP	ISCG - iShares Morningstar 小盘成长 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		34,036	5.40	2,237	-2.65
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类		28,141	0.50	1,952	3.94
2025-07-09	13F	万通信托公司 Fsb/adv		294	20.49	20	25.00
2025-08-11	13F	波特赛德财富集团有限责任公司		3,291		228
2025-03-27	NP	PTMC - Pacer Trendpilot 美国中盘 ETF		17,783	0.23	1,266	-4.67
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		54,671	0.94	3,594	-6.80
2025-07-14	13F	农商投资公司		95	13.10	7	20.00
2025-08-12	13F	顾问资产管理公司		4,878	2.31	338	5.96
2025-08-14	13F	瑞银集团		865,168	5.10	59,999	8.69
2025-08-14	13F	斯蒂菲尔金融公司		155,962	0.91	10,817	4.36
2025-07-25	NP	AFMC - First Trust Active Factor Mid Cap 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		685	40.37	48	42.42
2025-07-08	13F	阿灵顿信托有限责任公司		3		0
2025-08-04	13F	AMG 国家信托银行		21,579	0.08	1,497	3.53
2025-08-04	13F	创意金融设计公司 /adv		95	11.76	7	20.00
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		5,327	14.71	370	15.63
2025-07-29	NP	VRVIX - Vanguard Russell 1000 价值指数基金机构股票 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		64,516	8.84	4,487	9.57
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		52,440	8.31	3,447	0.00
2025-07-30	13F	内华达州惠蒂尔信托公司		3,442	2.93	239	6.25
2025-08-13	13F	克雷塞特资产管理有限责任公司		12,741	11.16	884	14.97
2025-08-27	NP	卡尔弗特管理系列 - 卡尔弗特全球小型股票基金 I 类		2,899	14.81	201	18.93
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		28,527	5.79	1,978	9.40
2025-06-26	NP	JHML - 约翰汉考克多因素大盘 ETF		3,541	12.02	233	3.11
2025-08-22	NP	PAPI - 参数股票溢价收入 ETF		16,399	37.41	1,137	42.13
2025-08-14	13F	HRT金融有限责任公司		31,501		2
2025-08-27	NP	VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,841,389	1.16	266,400	4.61
2025-08-13	13F	Centiva 资本有限合伙人		15,884	96.41	1,102	103.14
2025-07-30	NP	CCMG-CCM全球股票ETF		5,275		367
2025-08-19	13F	怀俄明州		10,371	42.38	719	47.34
2025-07-29	13F	赫斯律师事务所		660	266.67	46	275.00
2025-08-26	NP	NSMAX - Nuveen NWQ 中小盘价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		19,348	4.72	1,342	8.23
2025-07-29	13F	私人财富管理集团有限责任公司		179	98.89	12	100.00
2025-07-25	13F	第五第三财富顾问有限责任公司		3,745	0.32	260	3.60
2025-08-13	13F	M&T银行公司		22,110	2.34	1,534	5.80
2025-07-28	NP	XMLV - Invesco S&P MidCap 低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		150,594	3.94	10,474	4.64
2025-06-30	NP	VT - Vanguard Total World Stock Index Fund ETF 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		73,646	2.83	4,841	-5.06
2025-08-14	13F	两个 Sigma 顾问，有限合伙人		29,822		2,068
2025-08-18	13F	金刚狼贸易有限公司		4,113		286
2025-08-18	13F	金刚狼贸易有限公司	Call	14,200		988
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		204,917	5.32	13,469	-2.76
2025-08-13	13F	德克萨斯州雇员退休制度		974		0
2025-08-18	13F	金刚狼贸易有限公司	Put	12,600		877
2025-08-14	13F	沃隆资本管理有限公司		4,242		294
2025-08-14	13F	安科拉顾问有限责任公司		72		5
2025-08-13	13F	箭街资本有限合伙企业		644,371	8.82	44,687	12.54
2025-08-14	13F/A	斯科波斯实验室有限公司		732	21.80	51	25.00
2025-08-12	13F	摩根大通公司		464,845	2.53	32,239	6.03
2025-08-14	13F	Mml 投资者服务有限公司		4,083	2.61	0
2025-08-18	NP	HNMDX - HEARTLAND 中型价值基金机构级		216,841	21.82	15,038	25.98
2025-07-29	13F	芝加哥合伙人投资集团有限责任公司		7,860	57.86	563	71.12
2025-08-22	NP	CVMC - Calvert 美国中盘核心责任指数 ETF		932	0.98	65	4.92
2025-07-18	13F	信托金融公司		6,516	5.27	452	8.67
2025-07-21	13F	蒙蒂塞洛财富管理有限公司		2,884		200
2025-08-27	NP	VBINX - 先锋平衡指数基金投资者股票 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		72,443	0.31	5,024	3.72
2025-08-14	13F	全球战略顾问有限责任公司		33,186	7.03	2,301	10.68
2025-08-26	NP	FSCS - 中型股美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,013	57.24	417	62.89
2025-07-10	13F	信任点公司		3,756	7.87	260	11.59
2025-07-25	13F	红杉财务顾问有限责任公司		7,135		495
2025-06-18	NP	RSEAX - 美国战略股票基金A类		57,841	36.43	3,802	25.94
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		18,546	5.10	1,290	5.74
2025-08-12	13F	布兰迪万全球投资管理有限公司		75,852	4.89	5,260	8.48
2025-08-27	13F/A	布林克资本投资有限公司		31,240	1.62	2,166	5.09
2025-07-28	NP	QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		20,893	44.36	1,453	45.45
2025-07-30	13F	奥罗拉投资顾问		34,781		2,412
2025-08-28	NP	ITOT - iShares Core S&P Total 美国股票市场 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		133,651	2.55	9,269	6.05
2025-05-05	13F	林布鲁克资本有限公司		1,410	203.23	95	203.23
2025-08-26	NP	JMEE - 摩根大通市场扩张增强型股票 ETF		106,334	3.43	7,374	6.96
2025-06-26	NP	FEQHX - 富达对冲股票基金		873	46.97	57	35.71
2025-06-26	NP	DFUS - 维度美国股票 ETF		32,562	19.12	2,140	9.97
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		53,123	3.93	3,695	4.62
2025-08-14	13F	地平线投资有限责任公司		11,132		769
2025-08-04	13F	克里克穆尔资产管理有限责任公司		3,895	32.66	270	37.76
2025-08-28	NP	SMMD - iShares Russell 2500 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		27,670	4.04	1,919	7.57
2025-07-25	13F	海明顿财富管理		153	12.50	0
2025-08-14	13F	弗里斯通格罗夫合伙公司		12,287		852
2025-06-26	NP	贝莱德基金 - iShares 罗素中型股指数机构基金 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		20,732	1.39	1,363	-6.39
2025-07-28	NP	AVLC - Avantis 美国大盘股票 ETF		4,210	19.36	293	20.16
2025-07-24	13F	资本顾问有限公司		56	16.67	0
2025-07-14	13F	UMA 金融服务公司		36		2
2025-08-21	NP	LUSIX - Lazard 美国系统性小型股股票投资组合机构股		1,347	21.68	93	72.22
2025-05-15	13F	卡普罗克集团有限公司		3,384		227
2025-07-28	NP	AVSU - Avantis 责任美国股票 ETF		3,569	10.84	248	11.71
2025-08-05	13F	密歇根州退休系统		28,758	0.70	1,994	4.13
2025-07-28	NP	AVMC - Avantis 美国中型股票 ETF		3,950	11.55	275	12.30
2025-07-29	NP	PTL-Inspire 500 ETF		2,793	18.10	194	19.02
2025-06-26	NP	FSMD - 富达中小因子 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		46,911	114.25	3,083	97.88
2025-08-26	NP	第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 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		42,583	0.06	2,953	3.51
2025-07-30	NP	OUSM - ALPS \| O'Shares 美国小型股优质股息 ETF 股票		258,309	2.56	17,965	3.24
2025-08-14	13F	简街集团有限责任公司	Put	13,600		943
2025-08-14	13F	简街集团有限责任公司	Call	13,500		936
2025-08-14	13F	简街集团有限责任公司		122,677	1,236.93	8,508	1,283.25
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		16,171	0.49	1,123	4.66
2025-07-29	13F	地区金融公司		48,570	6.80	3,368	10.46
2025-08-05	13F	GHP 投资顾问公司		52,439	5.80	3,637	9.42
2025-07-25	13F	正义投资有限责任公司		11,788	2.75	818	6.24
2025-07-23	13F	路易斯安那州雇员退休制度		33,600	0.30	2,330	3.74
2025-08-12	13F	嘉信理财投资管理公司		799,019	2.57	55,412	6.08
2025-08-12	13F	关闭资产管理有限公司		1,298,895	0.06	90	3.45
2025-07-18	13F	那不勒斯全球顾问有限公司		22,000	16.72	1,526	20.74
2025-08-22	NP	可变保险产品基金 II - 扩展市场指数投资组合初始类别		6,297	6.93	437	10.66
2025-08-15	13F	摩根士丹利		2,093,384	2.32	145,176	5.81
2025-08-27	13F/A	Squarepoint Ops LLC		41,111	86.83	2,851	93.29
2025-08-25	NP	MML 系列投资基金 II - MML 股票基金初始类别		11,000	5.77	763	9.33
2025-06-27	NP	SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级		14,800	24.37	973	14.76
2025-07-29	NP	VRNIX - Vanguard Russell 1000 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		18,682	6.08	1,299	6.83
2025-07-24	13F	罗纳德·布鲁信托公司		2,866	8.93	199	12.50
2025-05-27	NP	RNEW - VanEck 绿色基础设施 ETF		1,210	0.17	81	0.00
2025-06-26	NP	DFUV - 维度美国市场价值 ETF		49,473	413.85	3,252	374.60
2025-08-14	13F	威斯康星州投资委员会		82,429	24.72	5,716	28.97
2025-08-22	NP	CVLC - Calvert 美国大盘核心责任指数 ETF		1,549	6.31	107	10.31
2025-08-05	13F	Simplex 贸易有限公司	Call	29,600	205.15	2
2025-08-05	13F	顾问首选有限责任公司		5,264		372
2025-08-12	13F	Jw 科尔顾问公司		5,248		364
2025-08-14	13F	加拿大皇家银行		150,798	47.66	10,457	52.70
2025-08-05	13F	Simplex 贸易有限公司	Put	20,200	304.00	1
2025-08-12	13F	路石控股有限责任公司		26,910	6.49	1,866	10.15
2025-06-26	NP	PQCCX - PGIM QMA 中型核心股票基金 R6 级		537	12.58	35	6.06
2025-06-25	NP	HSMV - First Trust Horizon 管理波动性中小型 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		3,949	0.18	260	-7.50
2025-08-28	NP	SPDG - SPDR 投资组合标普行业中性股息 ETF		53	10.42	4	0.00
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		4,859		337
2025-08-27	NP	HWAY - 主题美国基础设施 ETF		104	7.22	7	16.67
2025-04-24	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		3,764	12.29	260	-0.38
2025-08-13	13F	福拉资本有限责任公司		9,147		634
2025-06-25	NP	FNY - First Trust 中型成长 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		15,444	75.62	1,015	62.14
2025-08-26	NP	MGMT - 镇流器小/中型 ETF		26,960		1,870
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		44		3
2025-03-26	NP	TSMOX - TIAA-CREF 量化小型/中型股票基金退休类别		23,768	1.76	1,692	-0.94
2025-08-12	13F	美国世纪公司		1,545,416	3.59	107,175	7.13
2025-08-14	13F	人民币资本管理有限公司		44,264		3,070
2025-08-26	NP	IWB - iShares Russell 1000 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		87,580	0.66	6,074	4.10
2025-08-04	13F	精明顾问公司		3,095		215
2025-07-31	13F	尼萨投资顾问有限公司		42,318	1.21	2,935	4.67
2025-08-14	13F	隆奥资产管理（美国）公司		6,146		426
2025-07-25	NP	SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF		560	10.24	39	8.57
2025-07-30	13F	IMG 财富管理有限公司		85		6
2025-07-21	13F	克伦威尔控股有限公司		18		1
2025-07-25	NP	SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		60,697	0.79	4,221	1.47
2025-08-28	NP	SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		23,481	1.91	1,628	5.37
2025-08-08	13F	Pnc 金融服务集团公司		64,423	0.20	4,468	3.62
2025-07-22	13F	湾港财富管理有限责任公司		5	150.00	0
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		30,708	7.57	2,130	11.23
2025-08-13	13F	宽博科技有限公司		9,338		648
2025-08-14	13F	法灵顿资本有限公司		18,361		1,273
2025-08-12	13F	美洲投资伙伴公司		53,528	1.76	3,712	5.22
2025-07-22	13F	HFM投资顾问有限责任公司		6	100.00	0
2025-08-20	NP	AQMIX - AQR 管理期货策略基金 I 类		17,812	0.64	1,235	3.61
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		2,661	3.86	185	7.60
2025-08-12	13F	维度基金顾问有限公司		1,973,733	8.55	136,884	12.27
2025-08-05	13F	日内瓦资本管理有限公司		736,566	5.89	51,081	9.50
2025-08-20	NP	QMFNX - AQR MS 融合基金 N 类	Short	-441		-31
2025-08-13	13F	帕克沃斯财富管理有限公司		8	100.00	1
2025-08-28	NP	ONEV - SPDR Russell 1000 低波动性焦点 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		24,823	23.47	1,721	27.67
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		19,974	23.03	1,313	13.59
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		519	5.70	34	0.00
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		39,362	3.43	2,587	-4.50
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		58,274	2.26	4,053	2.92
2025-05-27	NP	BlackRock Advantage US Total Market Fund, Inc. - BlackRock Advantage US Total Market 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		31,684	14.69	2,125	14.19
2025-08-14	13F	凯普斯通投资顾问有限公司		6,117		424
2025-08-06	13F	真实财富设计有限责任公司		107	48.61	7	75.00
2025-07-28	13F	波士顿信托华登公司		2,825,916	7.78	195,977	11.46
2025-07-31	13F/A	亚飞财富		16	100.00	0
2025-08-29	NP	JAFVX - 战略股权配置信托系列资产净值		19,513	0.55	1,353	4.00
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		68,870	0.14	4,790	0.80
2025-07-17	13F	珍尼·蒙哥马利·斯科特有限责任公司		7,291	2.24	1
2025-08-29	NP	STXM-Strive 中型股 ETF		574	5.90	40	8.33
2025-08-13	13F	基尔特集团有限公司		15		1
2025-08-14	13F	匡蒂诺资本管理有限公司		246,419	137.70	17,089	145.81
2025-07-08	13F	上升顾问有限责任公司		166	0.61	12	0.00
2025-08-08	13F	大西洋信托有限责任公司		110		8
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Put	84,700	77.94	5,874	83.99
2025-07-28	NP	REGL - ProShares S&P MidCap 400 Dividend Aristocrats ETF		503,586	21.03	35,024	21.84
2025-08-14	13F	采石场LP		1,354		94
2025-08-28	NP	WBIF - WBI BullBear Value 3000 ETF		1,073		74
2025-08-04	13F	汉兹金融服务公司		417	5,112.50	0
2025-08-14	13F	Palisade 资本管理有限公司/新泽西州		59,194	5.87	4,105	9.50
2025-08-26	NP	EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级		10,550	1.86	732	5.33
2025-08-20	NP	QCFIX - AQR CVX 融合基金 I 类	Short	-45		-3
2025-08-28	NP	IWR - iShares Russell 中型 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		413,972	1.02	28,709	4.47
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		172,266	8.80	11,981	9.53
2025-07-08	13F	北卡罗来纳州韦伯斯特银行		514	4.05	36	6.06
2025-07-30	13F	工作室投资管理有限公司		7,838	144.56	544	153.74
2025-07-16	13F	佩里贡财富管理有限责任公司		3,321	6.72	230	10.58
2025-06-23	NP	MDPIX - 中型深度投资者类别		440	23.60	29	12.00
2025-05-30	NP	STXD - Strive 1000 股息增长 ETF		383	3.79	26	-3.85
2025-08-05	13F	美国资本咨询有限责任公司		6		0
2025-07-25	13F	我们是一七有限责任公司		8,257	2.48	573	5.93
2025-08-14	13F	瑞银资产管理美洲公司		582,444	22.86	40,392	27.05
2025-07-24	13F	托莱多信托公司 Na /oh/		145		10
2025-08-05	13F	新方资本有限责任公司		495		34
2025-07-31	13F	剑桥投资研究顾问公司		6,767	21.82	0
2025-08-13	13F	丽都顾问有限责任公司		14,633	369.46	1,015	385.17
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		2,559	4.19	178	4.73
2025-08-12	13F	铭文资本有限责任公司		6,573		456
2025-08-26	NP	Profunds - Profunds 中型价值副总裁		368	11.85	26	13.64
2025-06-26	NP	FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,355	10.57	352	2.03
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		6,916		481
2025-08-28	NP	新时代阿尔法可变基金信托 - NAA 中期增长系列		10,734	14.23	744	18.10
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		84,141	1.44	6	0.00
2025-08-26	NP	SDVY - First Trust SMID Cap 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		957,516	4.51	66,404	8.08
2025-06-26	NP	FZIPX - 富达零扩展市场指数基金 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		35,501	1.51	2,333	-6.27
2025-08-08	13F	顾问资本管理有限责任公司		34,563	4.39	2,397	7.93
2025-08-11	13F	财富尖塔顾问有限责任公司		7,063	0.96	490	4.26
2025-08-29	NP	MFUS - PIMCO RAFI 动态多因素美国股票 ETF		494	8.57	34	13.33
2025-08-05	13F	埃莱维斯特公司		6,396	37.19	444	41.99
2025-07-24	NP	Tema ETF 信托 - Tema 垄断和寡头 ETF		12,440	5.66	865	6.40
2025-08-28	NP	SPMD - SPDR(R) 投资组合中型 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		539,292	2.04	37,400	5.52
2025-06-24	NP	JMNAX - 摩根大通研究市场中性基金 A 类	Short	-32,160	-18.47	-2,114	-24.75
2025-07-28	NP	AVLV - Avantis 美国大盘价值 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		102,876	200.17	7,155	202.28
2025-06-30	NP	SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF		506		33
2025-08-14	13F	北卡罗来纳州财政部长		198,771	88.80	14	85.71
2025-08-14	13F	澳大利亚金融合作伙伴公司		3,090		214
2025-08-13	13F	挪威银行		991,484		68,759
2025-08-25	NP	VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类		7,142	7.54	495	11.24
2025-08-08	13F	新泽西州警察和消防员退休系统		45,376	4.75	3,147	8.33
2025-08-28	NP	Humankind Benefit Corp - Humankind 美国股票 ETF		128	20.75	9	14.29
2025-07-25	13F	奥泉环球投资控股有限公司		961,860	1.20	67,975	6.03
2025-06-26	NP	DFAS - 维度美国小型股 ETF		186,566	25.70	12,263	16.06
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		22,357	7.79	1,470	-0.47
2025-08-14	13F	千禧管理有限公司		481,663	115.05	33,403	122.40
2025-08-14	13F	Gen-Wealth Partners 有限公司		4,089	8.63	284	12.30
2025-08-14	13F	汉考克·惠特尼公司		20,131	1.76	1,396	5.28
2025-07-07	13F	Versant 资本管理公司		4,312	94.85	299	102.03
2025-07-29	NP	IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 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		177,625	5.62	12,354	6.32
2025-08-19	NP	NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合		57,000	0.57	3,953	4.00
2025-08-04	13F	西蒙快速顾问有限公司		2,959		205
2025-08-04	13F	Pensionmark 金融集团有限公司		3,812		264
2025-08-04	13F	俄亥俄州		2,847		197
2025-08-21	NP	EVX - VanEck Vectors 环境服务 ETF		52,508	8.54	3,641	12.24
2025-07-18	13F	山茱萸财富管理有限公司		89		6
2025-06-26	NP	SMLF - iShares Edge MSCI 多因子美国小型股 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		43,776	11.57	2,877	3.01
2025-07-16	13F	史蒂芬森国家银行和信托公司		662		46
2025-08-25	NP	Calvert管理系列-Calvert中小盘基金I类		6,675	6.32	463	9.74
2025-08-13	13F	耶鲁山投资顾问有限公司		2,243		156
2025-08-19	13F	咨询服务网络有限责任公司		31,087	3.23	2,237	10.80
2025-07-25	13F	Verdence 资本顾问有限责任公司		8,371	2.26	581	5.84
2025-06-26	NP	FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		405,081	6.96	26,626	-1.25
2025-07-09	13F	布鲁斯·艾伦投资有限责任公司		30	233.33	2
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		162	19.12	11	10.00
2025-07-25	13F	约翰逊投资顾问公司		45,270	1.93	3,139	5.41
2025-06-26	NP	DFSTX - 美国小型股投资组合 - 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		219,439	44.23	14,424	33.16
2025-07-22	13F	Eads & Heald 财富管理		12,578	25.93	1
2025-08-11	13F	授权基金有限责任公司		6,180		429
2025-07-24	13F	斯泰尔斯金融服务公司		3,649	2.47	253	6.30
2025-08-11	13F	罗斯柴尔德投资有限公司		20		1
2025-07-10	13F	焦点金融网络有限公司		35,002	0.71	2,427	4.16
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		22,293	3,116.88	1,465	2,889.80
2025-08-20	NP	QRPNX - AQR 另类风险溢价基金 N 级		7,772	11.63	539	15.45
2025-08-26	NP	BOSOX - 波士顿信托小型股基金		392,926	6.21	27,249	9.84
2025-07-22	NP	GUSA - 高盛 MarketBeta 美国 1000 股票 ETF		4,157	0.14	289	1.05
2025-08-28	NP	新时代阿尔法基金信托 - NAA 中期成长基金机构类		4,623	3.68	321	7.02
2025-05-19	NP	林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级		19,538	4.02	1,310	3.56
2025-08-26	NP	IUSV - iShares 核心标普美国价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		40,131	0.82	2,783	4.27
2025-08-20	NP	QHFRX - AQR MS Fusion HV 基金 R6 类	Short	-488		-34
2025-08-26	NP	JLPSX - 摩根大通美国大型核心Plus基金I类	Short	-105,602	1.92	-7,323	5.40
2025-08-27	NP	CCVAX - Calvert 小盘基金 A 类		553,468	6.83	38,383	10.48
2025-07-24	13F	卡伦家族办公室有限责任公司		40,343	963.34	2,798	1,001.18
2025-08-13	13F	PharVision 顾问有限责任公司		4,100		284
2025-08-12	13F	Legal & General 集团有限公司		235,095	0.41	16,304	3.84
2025-03-27	NP	SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级		2,222	1,254.88	158	1,336.36
2025-08-28	NP	LGLV - SPDR SSGA 美国大盘低波动指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		48,290	4.73	3,349	8.28
2025-07-28	NP	AVMV - Avantis 美国中盘价值 ETF		10,717	45.61	745	46.65
2025-08-26	NP	IUSG - iShares 核心标普美国增长 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		54,235	1.88	3,761	5.38
2025-08-04	13F	资产标记公司		64	52.38	4	100.00
2025-08-11	13F	塞泽特资本合伙公司		136,021	133.11	9,433	141.13
2025-08-28	NP	SDY - SPDR(R) S&P(R) 股息 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		1,382,131	12.89	95,851	16.75
2025-08-14	13F	Smartleaf资产管理有限责任公司		842	4.99	59	9.43
2025-06-26	NP	FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		957,712	11.21	62,950	2.68
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		40,761	2.58	2,679	-5.27
2025-07-31	13F	卡内基资本资产管理有限责任公司		346,255	0.23	24,013	3.74
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		9,089	2.64	632	3.44
2025-08-13	13F	亚利桑那州退休系统		34,880	1.82	2,419	5.27
2025-07-25	NP	QARP - Xtrackers Russell 1000 美国优质价格合理 ETF		390	6.56	27	8.00
2025-07-25	13F	俄勒冈州公务员退休基金		24,498	0.82	1,699	4.24
2025-08-12	13F	MAI资本管理		117	735.71	8
2025-07-30	13F	道德公司		23,282	18.86	1,620	22.56
2025-06-26	NP	SMMV - iShares Edge MSCI Min Vol USA Small-Cap 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		15,742	2.73	1,035	-5.14
2025-07-24	13F	布莱尔·威廉公司		95,573	1.39	6,628	4.84
2025-08-13	13F	EverSource 财富顾问有限责任公司		2,032	84.90	141	91.78
2025-08-08	13F	哈特兰有限公司		311	161.34	22	200.00
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		3,860	2.69	254	-5.24
2025-07-25	13F	协和财富合作伙伴		52	20.93	4	50.00
2025-06-27	NP	SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级		78	23.81	5	25.00
2025-04-17	NP	FLSPX - SPECTRUM FUND 零售类		4,130		277
2025-08-15	13F	CI 私人财富有限责任公司		39,909	3.98	2,807	9.06
2025-08-14	13F	明治安田资产管理有限公司		60,911	1.50	4,224	4.97
2025-07-31	13F	CVA 家族办公室有限责任公司		16		1
2025-08-25	NP	LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类		1,182	9.24	82	12.50
2025-08-28	NP	ONEY - SPDR Russell 1000 收益率焦点 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		30,625	51.65	2,124	56.79
2025-07-25	NP	CZMSX - 多管理人小盘股票策略基金机构类别		23,310		1,621
2025-07-25	NP	SCHM - 嘉信美国中型 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		316,195	2.25	21,991	2.93
2025-08-06	13F	里亚托财富管理有限责任公司		12		1
2025-08-12	13F	迪恩投资有限公司		19,744	11.28	1,369	15.14
2025-08-07	13F	资源投资顾问有限责任公司。		3,772	2.03	262	5.67
2025-08-14	13F	阿奇舒勒·沙汉姆有限公司		59	5.36	4	33.33
2025-08-20	NP	QLFIX - AQR LSE 融合基金 I 类	Short	-285		-20
2025-08-11	13F	私人顾问集团有限责任公司		42,819	0.03	2,970	3.45
2025-08-14	13F	Occudo 定量策略 Lp		4,670		324
2025-06-24	NP	SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		19,993	16.90	1,314	7.97
2025-08-08	13F	三菱日联信托银行		52,641	4.32	3,651	7.89
2025-07-29	13F	价值观第一顾问公司		26,525	8.25	1,840	11.93
2025-08-13	13F	ExodusPoint 资本管理公司		159,745	598.55	11	1,000.00
2025-08-13	13F	镇流器资产管理有限合伙人		34,860		2,418
2025-04-25	NP	FGIRX - 富达顾问成长与收入基金 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		96,500	33.84	6,667	18.48
2025-08-27	NP	JNL 系列信托 - JNL/Mellon 工业部门基金 (A)		7,620	2.13	528	5.60
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级		854	5.69	59	9.26
2025-08-12	13F	西北互助投资管理公司		26,686	0.50	1,851	3.93
2025-08-14	13F	道富银行		5,221,808	0.71	362,132	4.15
2025-08-26	13F/A	路德教会的 Thrivent 金融		44,215	41.94	3	50.00
2025-08-25	NP	CALVERT VARIABLE SERIES INC - Calvert VP SRI 中盘投资组合		5,352	26.88	371	31.56
2025-08-06	13F	法国巴黎银行资产管理控股公司		1,314		0
2025-05-22	NP	IPLIX - Voya Index Plus 大盘投资组合 I 类		6,918	6.89	464	6.44
2025-07-29	NP	ESGV - 先锋ESG美国股票ETF ETF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		26,073	0.42	1,813	1.12
2025-08-28	NP	TIAA 独立账户 VA 1 - 股票指数账户教师个人年金个人递延可变年金		2,587	17.59	179	21.77
2025-07-15	13F	巴伦坦合作伙伴有限责任公司		7,219	46.64	501	51.52
2025-06-27	NP	SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级		20,143	5.87	1,324	-2.29
2025-08-07	13F	罗伯茨格洛尔公司/il/		5,793	4.70	402	8.38
2025-04-24	NP	BDSIX - 贝莱德优势小型核心基金机构股 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		22,076		1,525
2025-06-24	NP	SFLNX - 嘉信基本美国大公司指数基金机构股 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		28,621	3.28	1,881	-4.61
2025-08-28	NP	STFBX - State Farm 平衡基金		27,070	186.55	1,877	196.52
2025-08-29	NP	EZM - WisdomTree 美国中型股基金不适用		21,687	1.30	1,504	4.74
2025-08-08	13F/A	斯特林资本管理有限公司		7,928	18.77	550	22.82
2025-08-26	NP	FLQM - 富兰克林 LibertyQ 美国中型股票 ETF		78,848	11.39	5,468	15.21
2025-05-20	NP	RIFAX - 美国战略股票基金		11,014	25.96	739	25.51
2025-08-12	13F	银色信托公司		5,151	7.29	357	11.21
2025-08-27	NP	安联可变保险产品信托 - AZL DFA 美国核心股票基金		4,395	10.73	305	14.29
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
2025-06-26	NP	DXUV-美国维度矢量股票 ETF		972	22.73	64	12.50
2025-08-12	13F	普利股权公司		0		0
2025-08-14	13F	峰会步道顾问有限公司		16,390		1,137
2025-08-06	13F	第一地平线顾问公司		291	11.49	20	17.65
2025-08-11	13F	新时代阿尔法顾问有限责任公司		15,357	10.83	1,065	14.64
2025-04-28	NP	BFOR - 巴伦 400 ETF		5,073	1.22	350	-10.49
2025-08-26	NP	GFSYX - 机构战略另类基金				318	3.26
2025-08-07	13F	SFE投资顾问		78,248	7.41	5,426	11.07
2025-08-07	13F	ProShare 顾问有限责任公司		517,533	21.77	35,891	25.93
2025-07-15	13F	毅力家族办公室有限责任公司		41		3
2025-08-12	13F	韦莱投资顾问		34,184	86.61	2,371	93.00
2025-08-13	13F	贝尔德金融集团有限公司		35,474	0.04	2,460	3.45
2025-08-11	13F	美国信安证券公司		2,292	18.27	159	21.54
2025-08-08	13F	SBI 证券股份有限公司		33	13.79	2	100.00
2025-08-14	13F	长城汽车顾问有限责任公司		5,570	0.04	386	3.49
2025-08-14	13F	Principia 财富咨询有限公司		12	200.00	1
2025-08-25	NP	MDDAX - MassMutual Select 多元化价值基金 A 类		4,200	5.00	291	8.58
2025-08-27	NP	CCAFX - Calvert 中型基金 A 类		46,619	26.78	3,233	31.16
2025-07-17	13F	格里森集团公司		799	0.38	55	3.77
2025-08-12	13F	哈特兰顾问公司		256,715	26.51	17,803	30.83
2025-07-11	13F/A	Financiere des Professionnels - 投资基金公司		2,387		166
2025-08-29	NP	PMJIX - PIMCO RAE 美国小型基金机构类别		16,624		1,153
2025-08-06	13F	延龄草资产管理有限公司		3,814	5.83	265	9.50
2025-08-28	NP	IPDP - 股息执行者 ETF		6,297	8.53	437	12.08
2025-06-23	NP	PPSFX - 大型股价值基金 III R-3		2,930	10.03	193	1.59
2025-06-25	NP	FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		22,222	-805.91	1,461	-841.12
2025-07-11	13F	德克萨斯州金斯顿资本合伙有限公司		10,500,737		679
2025-08-14	13F	综合财富概念有限责任公司		6,884	97.87	477	104.72
2025-08-20	NP	QSPIX - AQR 风格溢价另类基金 I 类		39,237	10.13	2,721	13.90
2025-07-29	NP	IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		37,877	1.87	2,634	2.57
2025-07-16	13F	西尔维斯特顾问有限责任公司		9,132	15.67	633	19.66
2025-08-26	NP	XJH - iShares ESG 筛选标普中盘 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		12,883	2.78	893	6.31
2025-08-11	13F	文艺复兴集团有限公司		7,560	2.18	524	5.65
2025-08-04	13F	奎克财富管理有限责任公司		8		1
2025-05-22	NP	HQGO - 哈特福德美国质量增长 ETF		597		40
2025-08-13	13F	华尔街眼资本有限责任公司	Call	4,500		312
2025-08-14	13F	Optiver控股有限公司		7,786	10,144.74	540	10,680.00
2025-08-07	13F	伊利诺伊州市政退休基金		39,150	13.26	2,715	17.18
2025-08-13	13F	华尔街眼资本有限责任公司	Put	5,200		361
2025-08-08	13F	乌龟投资管理有限公司		4		0
2025-06-26	NP	贝莱德基金 - iShares Russell 中小型股指数基金投资者 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		16,587	11.28	1,090	2.73
2025-08-08	13F	创意策划		36,270	13.02	2,515	16.87
2025-08-26	NP	WASMX - Walden SMID 上限基金		82,111	7.59	5,694	11.25
2025-08-07	13F	奥尔沃斯金融有限公司		191	72.07	13	85.71
2025-08-28	NP	STMSX - Simt 税务管理中小盘基金 F 级		7,015		486
2025-06-23	NP	MGPIX - 中型成长型深度基金投资者类别		241	46.95	16	36.36
2025-08-07	13F	洛杉矶资本管理有限公司		2,979		207
2025-08-13	13F	加州公务员退休制度		210,840	7.25	14,622	10.92
2025-06-25	NP	DGRO - iShares 核心股息增长 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		139,329	1.24	9,158	-6.52
2025-08-14	13F	西永资本有限公司		5,091		353
2025-08-29	NP	DON - WisdomTree 美国中型股股息基金不适用		182,385	0.07	12,648	3.49
2025-08-07	13F	Parkside 金融银行与信托		1,961	516.67	136	542.86
2025-07-25	NP	PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类		169	4.32	12	0.00
2025-08-14	13F	Aster 资本管理（DIFC）有限公司		23,516	26.54	1,631	27.05
2025-08-26	NP	Profunds - Profunds 中型成长股副总裁		623	8.92	43	13.16
2025-06-24	NP	JQUA - 摩根大通美国品质因素 ETF		133,343	1.78	8,765	-6.03
2025-07-15	13F	科维亚金融		85,700	40.49	5,943	45.31
2025-08-08	13F	认可投资者公司		5,093	9.20	353	13.14
2025-07-21	13F	美洲咨询服务有限责任公司		21		1
2025-08-14	13F	ICW 投资顾问有限责任公司		24,597	2.09	1,706	5.57
2025-08-20	NP	RUSC - 美国小型股主动型股票ETF		455		32
2025-06-30	NP	PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF		6,042	26.03	397	14.74
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		220,960	0.05	15,368	0.71
2025-08-22	NP	FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		18,978	39.73	1,316	44.62
2025-08-25	NP	ETEGX - 伊顿万斯小型基金 A 类		42,706	19.79	2,962	23.89
2025-08-26	NP	IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级		9,727	1.08	675	4.50
2025-06-25	NP	ISCB - iShares 晨星小型股 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		5,968	5.16	392	-2.97
2025-08-26	NP	WAMFX - 华登中型股基金		37,035	1.58	2,568	5.03
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		118,833	2.13	8,265	2.80
2025-08-13	13F	Edgestream 合伙人有限合伙人		135,984	579.68	9,430	603.21
2025-08-08	NP	QBDSX - 量化管理收益基金投资者类别股票		5,264		365
2025-08-14	13F	Citadel 顾问有限公司	Call	40,800	147.27	2,829	155.79
2025-08-14	13F	黑暗森林资本管理有限公司		8,409		583
2025-08-14	13F	Citadel 顾问有限公司	Put	66,600	179.83	4,619	189.35
2025-06-26	NP	FSUVX - 富达 SAI 美国低波动指数基金 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		137,861		9,062
2025-07-25	NP	NTIAX - 哥伦比亚中盘指数基金 A 类		101,768	0.53	7,078	1.19
2025-06-24	NP	FMDCX - 联合中型股指数基金服务股票 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		11,308	0.50	743	-7.24
2025-06-25	NP	SDVD - FT Vest SMID 股息上涨目标收入 ETF		49,537	667.18	3,256	680.82
2025-08-14	13F	塞伊投资公司		161,680	2.42	11,212	5.92
2025-08-06	13F	韦德布什证券公司		12,012	16.52	1
2025-08-13	13F	象限资本集团有限公司		5,290	7.67	367	11.25
2025-06-26	NP	DFSU - 维度美国可持续发展核心 1 ETF		7,969	23.11	524	13.70
2025-06-23	NP	IYY - iShares 道琼斯美国 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		5,091	1.92	335	-5.92
2025-08-12	13F	Elo 相互养老保险公司		19,533	51.97	1,355	57.26
2025-06-25	NP	FIDU - 富达 MSCI 工业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		28,693	1.82	1,886	-6.03
2025-06-25	NP	FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,243	116.20	213	100.94
2025-07-28	NP	MSLC - 摩根士丹利 Pathway 大盘股 ETF		4,399	14.53	306	15.09
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		832	7.35	58	11.76
2025-08-15	NP	MBOVX - M 大盘价值基金		2,100	10.53	146	14.17

DCI / Donaldson Company, Inc. - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家

Other Listings