机构和基金投资人持股 - 买家
在奎斯特诊断公司中开设新头寸的主要持有者包括 TRVLX - T. Rowe 价格价值基金公司, HLQVX - 摩根大通大盘价值基金 I 类, 阿耳忒弥斯投资管理有限公司, Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a), 布劳恩史黛西联合公司, CSM 顾问有限责任公司, 中西部信托公司, 佩登和里格尔, Glenmede投资管理有限公司, JAVA - 摩根大通活跃价值 ETF, HMVAX - 哈特福德中型股价值基金 A 类, 伊顿万斯税务管理多元化股权收益基金, EVTMX - Eaton Vance Dividend Builder Fund A 类, PHSTX - PUTNAM 全球医疗保健基金 A 类股票, EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类, 中证国际-卡尔弗特平衡基金A类, 伊顿万斯增强股票收益基金, PCEQX - 胜利先锋股票收益基金C类, PYVLX - Payden 股权收益基金（投资者类别）, 和 股票投资组合 - 股票投资组合 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 1,600 | 287 | ||||||
| 2025-08-04 | 13F | 联合银行 | 21,949 | 1.50 | 4 | 0.00 | ||||
| 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 | 2,469 | 5.15 | 444 | 11.59 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 1,269 | 89.97 | 228 | 100.88 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 15,407 | 5.69 | 2,768 | 13.45 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 104,307 | 17.09 | 18,737 | 24.63 | ||||
| 2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 995 | 177 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 37,696 | 216.16 | 6,771 | 235.70 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 11,602 | 0.77 | 2,084 | 6.98 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 18,599 | 17.11 | 3 | 50.00 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 7,005 | 7.89 | 1,258 | 14.57 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 525 | 50.00 | 94 | 59.32 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 129,389 | 2.43 | 23,242 | 8.75 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,869 | 18.44 | 336 | 25.94 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 17,750 | 11.22 | 3,077 | 11.49 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 20 | 5.26 | 4 | 0.00 | ||||
| 2025-08-29 | NP | BRWIX - AMG 经理 Brandywine 基金 I 级 | 22,125 | 3,974 | ||||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 361 | 1.69 | 65 | 6.67 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 762 | 13.06 | 136 | 23.85 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 332 | 23.88 | 60 | 31.11 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 28,373 | 5,097 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,134 | 20.64 | 204 | 27.67 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 21,386 | 10.40 | 3,842 | 17.21 | ||||
| 2025-08-26 | NP | EQ 顾问信任 - EQ/T。 Rowe Price 健康科学投资组合 IB 级 | 5,847 | 18.99 | 1,050 | 26.35 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 1,691 | 2.18 | 283 | -3.74 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 6,301 | 5.53 | 1,132 | 12.08 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,063 | 3,221.88 | 184 | 3,580.00 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 3,561 | 0.85 | 640 | 7.04 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 44,729 | 37.93 | 8,035 | 46.45 | ||||
| 2025-07-30 | NP | CCMG-CCM全球股票ETF | 9,040 | 0.29 | 1,567 | 0.51 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 888,128 | 79.18 | 159,533 | 90.23 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 4,382 | 10.32 | 787 | 17.29 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 3,039,848 | 32.41 | 545,318 | 40.28 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 1,720 | 1.84 | 309 | 8.07 | ||||
| 2025-08-28 | NP | SLLAX - SIMT 小盘基金 F 类 | 6,602 | 1.84 | 1,186 | 8.12 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 2,623 | 2.66 | 471 | 9.03 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 21,976 | 23.59 | 3,948 | 31.22 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 2,967 | 18.44 | 502 | 33.16 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 7,744 | 3,772.00 | 1,391 | 4,536.67 | ||||
| 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 | 27,468 | 1.12 | 4,895 | 10.50 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 27,379 | 7.86 | 4,918 | 14.53 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 4,910 | 882 | ||||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 853 | 2.16 | 153 | 8.51 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 2,978 | 1.22 | 531 | 10.65 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,658,351 | 29.89 | 297,890 | 37.90 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 38,936 | 34.56 | 6,994 | 42.88 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 1,832 | 2.40 | 329 | 8.94 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 95 | 10.47 | 0 | |||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 101,747 | 18 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 3,084 | 51.40 | 554 | 60.76 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 4 | 1 | ||||||
| 2025-08-13 | 13F | 北方信托公司 | 1,178,397 | 0.56 | 211,675 | 6.76 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 925 | 166 | ||||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 7,194,697 | 20.23 | 1,292 | 27.67 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 45 | 12.50 | 8 | 16.67 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 492 | 12.07 | 88 | 22.54 | ||||
| 2025-08-14 | 13F | Rtw 投资有限公司 | 500,000 | 405.07 | 89,815 | 436.21 | ||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 1,198 | 0.08 | 215 | 6.44 | ||||
| 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 | 153,505 | 12.91 | 27,574 | 19.88 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,267 | 228 | ||||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 654 | 19.78 | 117 | 27.17 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 23,841 | 3.63 | 4,283 | 10.02 | ||||
| 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 | 86,687 | 1.17 | 15,572 | 7.40 | ||||
| 2025-07-25 | 13F | 希维克全球医疗保健有限责任公司 | 25,000 | 4 | ||||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 2,202 | 396 | ||||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 3,783 | 0.16 | 656 | 0.31 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -4,657 | -23.00 | -837 | -18.28 | |||
| 2025-08-27 | NP | 中证国际-卡尔弗特平衡基金A类 | 47,400 | 8,514 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 8,787 | 28.99 | 1,578 | 36.98 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 387,617 | 3.17 | 69,628 | 9.53 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 19,146 | 137.72 | 3 | 200.00 | ||||
| 2025-07-25 | 13F | 杰纳西资本顾问有限公司 | 2,365 | 0.47 | 425 | 6.53 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 483 | 86 | ||||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 522 | 94 | ||||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 1,152 | 207 | ||||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 5,730 | 1,029 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通中盘价值基金服务类别 | 25,622 | 0.87 | 4,602 | 7.07 | ||||
| 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 | 48,446 | 8.22 | 8,634 | 18.26 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 613 | 1,204.26 | 109 | 1,457.14 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 66,594 | 51.78 | 11,962 | 61.15 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 3,098 | 26.09 | 556 | 33.98 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 26 | -213.04 | 5 | -233.33 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -86,847 | 17.25 | -15,600 | 24.48 | |||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 9,663 | 1.05 | 1,736 | 7.23 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 15,949 | 31.12 | 2,865 | 39.21 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 3,430 | 0.18 | 611 | 9.50 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 2,145,104 | 20.17 | 385,326 | 27.57 | ||||
| 2025-08-13 | 13F | 挪威银行 | 1,325,624 | 238,122 | ||||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 6,138 | 1,103 | ||||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 8,294 | 7.71 | 1,490 | 14.36 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 501 | 13.86 | 90 | 20.27 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 9,609 | 4.39 | 1,713 | 14.06 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 7,043 | 12.51 | 1,265 | 19.45 | ||||
| 2025-08-12 | 13F | 卡姆登国家银行 | 1,223 | 220 | ||||||
| 2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 9,208 | 7.96 | 1,654 | 14.62 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 6,863 | 31.75 | 1,233 | 39.84 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 216,103 | 9.23 | 38,819 | 15.97 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 157,079 | 1.75 | 27,995 | 11.18 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 23,411 | 7.71 | 4,205 | 14.36 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 1,522 | 15.22 | 273 | 17.67 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian Growth & Income VIP 基金 | 10,273 | 15.53 | 1,845 | 22.67 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 12,289 | 6.53 | 2,207 | 13.12 | ||||
| 2025-08-28 | NP | Elevation Series Trust - TrueShares 主动收益 ETF | 914 | 164 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 96,211 | 7.78 | 17,147 | 17.78 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 22,400 | 0.45 | 4,024 | 6.63 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 24,858 | 1,784.61 | 4,465 | 1,902.24 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 1,309 | 0 | ||||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 165 | 39.83 | 29 | 40.00 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 1,162 | 209 | ||||||
| 2025-04-30 | 13F | 索福斯投资公司 | 14 | 250.00 | 2 | |||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 1,760 | 2.50 | 316 | 8.97 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 317 | 56 | ||||||
| 2025-08-26 | NP | PUTNAM 可变信托 - Putnam VT 全球医疗保健基金 IA 类股票 | 6,500 | 1,168 | ||||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 86,535 | 0.04 | 16 | 7.14 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 163,700 | 55.31 | 29,405 | 64.89 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 223,500 | 43.55 | 40,147 | 52.40 | |||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 2,551 | 0.08 | 458 | 6.26 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 319 | 80.23 | 57 | 96.55 | ||||
| 2025-08-08 | 13F | 创意策划 | 17,251 | 11.95 | 3,099 | 18.83 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 6,139 | 1 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 3,101 | 123.58 | 554 | 124.29 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 122 | 12.96 | 22 | 16.67 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 12,084 | 2,171 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 365 | 362.03 | 66 | 400.00 | ||||
| 2025-08-26 | NP | QAAGZX - T. Rowe Price 健康科学投资组合 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 | 22,887 | 21.27 | 4,111 | 28.75 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 401 | 2.82 | 72 | 10.77 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 75 | 13 | ||||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 10,515 | 18.04 | 2 | 0.00 | ||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 10,386 | 1.49 | 1,851 | 10.84 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 7,307 | 14.01 | 1,312 | 21.03 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 43,857 | 3.63 | 7,878 | 10.01 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 950 | 171 | ||||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 1,400 | 7.69 | 251 | 14.61 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 353,779 | 53.06 | 63,549 | 64.32 | ||||
| 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 | 6,820 | 6.15 | 1,215 | 16.05 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 49,100 | 10.34 | 9 | 14.29 | |||
| 2025-08-12 | 13F | 贝莱德公司 | 10,312,975 | 2.14 | 1,852,520 | 8.43 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 10,600 | 3.92 | 2 | 0.00 | |||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 52 | 1.96 | 9 | 12.50 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 37,763 | 0.19 | 6,783 | 6.37 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 24,480 | 0.89 | 4,397 | 7.11 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 1,751 | 0 | ||||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 7 | 40.00 | 1 | |||||
| 2025-07-16 | 13F | 第一美国银行 | 3,163 | 568 | ||||||
| 2025-08-14 | 13F | 整体健康资产管理有限责任公司 | 150,000 | 26,944 | ||||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 2,378 | 42.05 | 427 | 50.88 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 12,600 | 2,263 | |||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 200 | 36 | ||||||
| 2025-08-14 | 13F | 克雷斯特蒙特私人财富有限责任公司 | 4,127 | 10.38 | 741 | 17.25 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 2,942 | 11.36 | 510 | 11.62 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 2,628 | 19.02 | 472 | 26.54 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 1,235,394 | 25.89 | 221,914 | 33.65 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 23 | 4 | ||||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 968 | 26.04 | 174 | 34.11 | ||||
| 2025-06-26 | NP | USISX - 收益股票基金份额 | 75,335 | 101.24 | 13,426 | 119.92 | ||||
| 2025-04-28 | NP | MVFD - 君主成交量因子股息树指数 ETF | 10,691 | 1,848 | ||||||
| 2025-07-10 | 13F | 巴德尔银行 | 2,223 | 54.38 | 399 | 64.20 | ||||
| 2025-07-22 | 13F | Gratus 财富顾问有限公司 | 2,014 | 362 | ||||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 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 | 43,672 | 5.24 | 7,570 | 5.52 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 7,197 | 9.05 | 1,283 | 19.14 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 23,161 | 3,919 | ||||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 16,733 | 0.99 | 3,006 | 7.21 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 2,355 | 20.52 | 408 | 21.07 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 3,529 | 50.62 | 634 | 59.85 | ||||
| 2025-08-11 | 13F | Ironsides 资产顾问有限责任公司 | 1,490 | 3.11 | 268 | 9.43 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 19,781 | 21.53 | 3,553 | 29.01 | ||||
| 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 | 2,436 | 8.36 | 438 | 15.00 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 126 | 7.69 | 22 | 5.00 | ||||
| 2025-07-28 | NP | VGLSX - 全球策略基金 | 147 | 14,600.00 | 25 | |||||
| 2025-08-07 | 13F | 虎钳技术公司 | 3,406 | 612 | ||||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 8,980 | 1,613 | ||||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 17,976 | 16.66 | 3,229 | 23.86 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -31,063 | 65.18 | -5,580 | 75.39 | |||
| 2025-05-30 | NP | STXD - Strive 1000 股息增长 ETF | 356 | 4.09 | 60 | 9.09 | ||||
| 2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 1,324 | 238 | ||||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 1,952 | 4.95 | 351 | 11.46 | ||||
| 2025-07-25 | NP | PHSTX - PUTNAM 全球医疗保健基金 A 类股票 | 69,200 | 11,995 | ||||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 140,129 | 118.62 | 25,171 | 132.10 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 351 | 63 | ||||||
| 2025-08-14 | 13F | 迪恩资本管理公司 | 12,096 | 5.66 | 2,173 | 12.13 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 185 | 18,400.00 | 33 | |||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 473 | 46.44 | 85 | 55.56 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 2,322 | 59.59 | 417 | 69.51 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 1,340 | 8.94 | 241 | 15.38 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 59,897 | 15.57 | 10,675 | 26.29 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 9,237 | 4.33 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 6,751 | 2.37 | 1,213 | 8.60 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 7,707 | 11.28 | 1,384 | 18.19 | ||||
| 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 | 63,742 | 0.15 | 11,049 | 0.41 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 669 | 3.88 | 116 | 3.60 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 10,506 | 3.12 | 1,887 | 9.52 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 1,532 | 275 | ||||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 2,089 | 0.24 | 375 | 6.53 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 403,613 | 1,095.61 | 72,501 | 1,169.50 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,942 | 487.98 | 4,480 | 524.83 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 1 | 0 | ||||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 10,789 | 0.64 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 6,026 | 9.54 | 1,082 | 16.34 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 1,418 | 9.08 | 255 | 15.98 | ||||
| 2025-08-25 | NP | 伊顿万斯风险管理多元化股票收益基金 | 34,559 | 6,208 | ||||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 4,053 | 0.80 | 728 | 7.06 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 6,182 | 8.17 | 1,110 | 14.91 | ||||
| 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 | 245,092 | 0.17 | 43,680 | 9.45 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 33 | 6.45 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | 蒂阿胡迈朗吉投资管理有限公司 | 39,998 | 2.42 | 7 | 16.67 | ||||
| 2025-08-06 | 13F | TKG 顾问有限责任公司 | 6,484 | 1,165 | ||||||
| 2025-07-24 | 13F | 赖斯合伙有限责任公司 | 18,552 | 3,332 | ||||||
| 2025-08-29 | NP | GBCIX - Gabelli 股息增长基金 I 类 | 1,600 | 60.00 | 287 | 69.82 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 4,252 | 12.16 | 764 | 26.12 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 91 | 16 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 14,233,576 | 2.13 | 2,556,777 | 8.43 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 330 | 59 | ||||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 2,585 | 4.19 | 464 | 10.74 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 3,055 | 2.35 | 549 | 8.51 | ||||
| 2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 5,697 | 2.67 | 1,023 | 9.06 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股息增长投资组合 I 类 | 30,600 | 2.68 | 5,497 | 9.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 6,957 | 0.20 | 1,250 | 6.39 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 2,172 | 67.08 | 390 | 78.08 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-18 | 13F | 丘吉尔管理公司 | 88,809 | 0.44 | 15,953 | 6.64 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 25,765 | 1.64 | 4,628 | 7.90 | ||||
| 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 | 56,154 | 0.82 | 9,734 | 1.08 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 63,820 | 6.23 | 11,464 | 12.77 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 6,347 | 3.02 | 1,140 | 3.73 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 196 | 2.62 | 35 | 9.38 | ||||
| 2025-07-24 | NP | SHSSX - 贝莱德健康科学机会投资组合机构 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 | 303,566 | 95.52 | 52,620 | 96.02 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 成长和收入投资组合 A 类 | 99,376 | 37.09 | 17,851 | 45.54 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 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 | 1,898 | 9.39 | 341 | 16.04 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 1,581 | 268 | ||||||
| 2025-08-05 | 13F | ANTIPODES 合作伙伴有限公司 | 1,000 | 24.69 | 180 | 32.59 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 2,463,915 | 3.09 | 442,593 | 9.45 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 4,065 | 4.36 | 730 | 10.77 | ||||
| 2025-08-12 | 13F | 布劳恩史黛西联合公司 | 135,952 | 24,421 | ||||||
| 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 | 8,369 | 3.24 | 1,451 | 3.50 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 24,192 | 2.67 | 4,346 | 9.01 | ||||
| 2025-07-07 | 13F | 西联银行 | 3,792 | 0.26 | 681 | 6.57 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 37 | 7 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 4,266 | 7.97 | 767 | 14.67 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 3,113 | 16.77 | 554 | 23.99 | ||||
| 2025-08-14 | 13F | EdgePoint投资集团公司 | 1,271 | 228 | ||||||
| 2025-08-07 | 13F | 佩登和里格尔 | 93,600 | 17 | ||||||
| 2025-05-29 | NP | JAFSX - 科学技术信托资产净值 | 11,500 | 1,946 | ||||||
| 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 | 4 | 33.33 | 1 | |||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 1,398 | 15.73 | 251 | 23.04 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 9,105 | 2.34 | 1,636 | 8.64 | ||||
| 2025-05-23 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 33 | 6 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,991 | 13.73 | 537 | 20.95 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 109 | 37.97 | 20 | 46.15 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 31,597 | 38.12 | 5,676 | 46.64 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 4,577 | 811 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 657 | 1.86 | 118 | 8.26 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -591 | 139.27 | -106 | 158.54 | |||
| 2025-08-26 | NP | PRHSX - T. Rowe Price 健康科学基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 406,310 | 14.65 | 72,985 | 21.72 | ||||
| 2025-08-14 | 13F | 贝尔维尤集团公司 | 48,567 | 8,724 | ||||||
| 2025-08-26 | NP | BSMC - Brandes 美国中小盘价值 ETF | 6,003 | 3.73 | 1,078 | 10.11 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 1,973 | 352 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 172 | 290.91 | 31 | 328.57 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 33,200 | 80.43 | 5,904 | 91.78 | |||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 25 | 177.78 | 4 | 300.00 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 5,714 | 4.06 | 1,026 | 10.44 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 293,939 | 282.97 | 53 | 333.33 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 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 | 1,300 | 116.67 | 225 | 118.45 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 29 | 5 | ||||||
| 2025-08-12 | 13F | APG 资产管理公司 | 224,868 | 25.04 | 34,411 | 22.16 | ||||
| 2025-07-17 | 13F | 一财富顾问有限责任公司 | 1,200 | 216 | ||||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 9,290 | 1,669 | ||||||
| 2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 3,251 | 53.28 | 579 | 67.83 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 7 | 1 | ||||||
| 2025-06-27 | NP | ESCQX - 推出小型股票基金退休课程 | 10,825 | 6.82 | 1,929 | 16.77 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 6,827 | 41.55 | 1,217 | 54.71 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 4,832 | 32.35 | 1 | |||||
| 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 | 37,842 | 15.58 | 6,798 | 22.71 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 79 | 8.22 | 14 | 16.67 | ||||
| 2025-03-28 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 23,371 | 34.49 | 3,812 | 41.67 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 1 | 0 | ||||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 223,448 | 40,138 | ||||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 118 | 34.09 | 21 | 50.00 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 2,433 | 18.68 | 437 | 26.30 | ||||
| 2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 74,250 | 13,338 | ||||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,633 | 20.50 | 456 | 20.95 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律价值 VIP 基金 | 5,017 | 46.40 | 901 | 55.61 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 4,379 | 40.40 | 787 | 67.23 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 392 | 17.72 | 70 | 25.00 | ||||
| 2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 19,578 | 3,517 | ||||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 1,434 | 25.13 | 245 | 20.79 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 38,300 | 88.67 | 6,880 | 100.32 | |||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 17 | 3 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 3,467 | 346,600.00 | 623 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级 | 4,095 | 63.80 | 736 | 73.76 | ||||
| 2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 9,868 | 4.39 | 1,773 | 10.82 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 160 | 29 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe Price 结构性中型成长基金标准级 | 13,923 | 83.20 | 2,501 | 94.55 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 3,592,834 | 2.58 | 645,381 | 8.91 | ||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 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 | 11,941 | 7.12 | 2,070 | 7.37 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 9 | 50.00 | 1 | |||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 32,622 | 1.07 | 5,860 | 7.29 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 226 | 7.62 | 0 | |||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 4,001 | 34.76 | 719 | 43.03 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 4,094 | 735 | ||||||
| 2025-08-19 | 13F | Marex 集团 | 1,500 | 269 | ||||||
| 2025-06-25 | NP | PYVLX - Payden 股权收益基金（投资者类别） | 41,500 | 7,396 | ||||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 20,142 | 11.84 | 4 | 0.00 | ||||
| 2025-06-26 | NP | AFOIX - 阿尔及尔中盘重点基金 I 类 | 25,922 | 4,620 | ||||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 10,379 | 1,864 | ||||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 4 | 1 | ||||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 4,003 | 4.60 | 719 | 11.13 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 65 | 1.56 | 12 | 10.00 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 1,774 | 7.13 | 319 | 13.57 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,168 | 8.65 | 210 | 15.47 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 90,005 | 16,168 | ||||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 518 | 3.60 | 93 | 10.71 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 230 | 21.69 | 41 | 28.13 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 1,244 | 223 | ||||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 8,514 | 0.86 | 1,529 | 7.07 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 17,128 | 7.37 | 2,969 | 7.61 | ||||
| 2025-08-12 | 13F | Agp Franklin 有限责任公司 | 7,471 | 2.24 | 1,342 | 9.91 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 96,348 | 15.09 | 17,307 | 22.18 | ||||
| 2025-08-13 | 13F | 布兰德斯投资合伙公司 | 6,212 | 5.52 | 1,116 | 11.95 | ||||
| 2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 2,408 | 0.04 | 432 | 6.14 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 4,050 | 728 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 5,418 | 4.43 | 973 | 10.95 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 3,471 | 157.30 | 619 | 180.91 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 28,745 | 9.90 | 5,163 | 16.68 | ||||
| 2025-07-23 | 13F | 构造顾问有限公司 | 3,321 | 3.39 | 597 | 9.76 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 115,977 | 58.29 | 21 | 66.67 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 16,761 | 4.53 | 3,011 | 10.99 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 4,413 | 509.53 | 793 | 549.18 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 4,333 | 35.58 | 778 | 44.07 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 20,700 | 83.19 | 3,718 | 94.56 | |||
| 2025-07-15 | 13F | 统一投资管理 | 3,165 | 1.67 | 569 | 7.98 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 700 | 16.67 | 126 | 23.76 | |||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 137 | 19.13 | 25 | 26.32 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 372 | 54.36 | 66 | 69.23 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 31 | 14.81 | 6 | 25.00 | ||||
| 2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,575 | 28.81 | 459 | 40.49 | ||||
| 2025-06-25 | NP | IMCV - iShares Morningstar 中盘价值 ETF | 13,967 | 1.65 | 2,489 | 11.12 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 4,660 | 1.84 | 831 | 11.26 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 746,559 | 0.77 | 134,104 | 6.98 | ||||
| 2025-04-28 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 2,898 | 3.87 | 501 | 10.60 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 1 | 0 | ||||||
| 2025-05-28 | 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 | 17,993 | 6.69 | 3,044 | 19.65 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 1,812 | 7.66 | 325 | 14.44 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 5,268 | 32.23 | 946 | 40.36 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 129,082 | 15.01 | 23 | 27.78 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 3 | 1 | ||||||
| 2025-08-08 | 13F | KBC 集团 | 52,930 | 58.75 | 10 | 80.00 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 24,167 | 88.57 | 4 | 100.00 | ||||
| 2025-06-26 | NP | NUMV - Nuveen ESG 中盘价值 ETF | 9,917 | 6.11 | 1,767 | 15.94 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 104,625 | 0.70 | 18,794 | 6.91 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 20,550 | 206.76 | 3,662 | 325.81 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 136,900 | 13.99 | 24,591 | 21.02 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 337,900 | 7.34 | 60,697 | 13.95 | ||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 22,182 | 5.07 | 3,985 | 11.53 | ||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 1,167 | 4.29 | 210 | 10.58 | ||||
| 2025-08-14 | 13F | 8 节管理有限公司 | 176,538 | 42.88 | 31,712 | 51.69 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 4,389 | 0.87 | 788 | 7.07 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 11,713 | 2,087 | ||||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 19,557 | 1.45 | 3,485 | 10.85 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 120,767 | 2.78 | 21,693 | 9.11 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 36,105 | 0.81 | 6,486 | 7.03 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 1,767 | 16.33 | 315 | 27.13 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 13,802 | 12.84 | 2,479 | 19.82 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -174,428 | -9.66 | -31,333 | -4.09 | |||
| 2025-05-21 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 中型成长型投资组合 I 类 | 22,639 | 3,831 | ||||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 25 | 4 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 575 | 13.64 | 97 | 27.63 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 2,899 | 491 | ||||||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 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 | 210 | 37 | ||||||
| 2025-07-28 | 13F | 道明资产管理公司 | 121,014 | 18.03 | 21,738 | 25.30 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 4,086 | 0.69 | 734 | 6.85 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON AB 相对价值投资组合 | 11,254 | 21.63 | 2,022 | 29.14 | ||||
| 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 | 111,301 | 2.27 | 19,293 | 2.53 | ||||
| 2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 2,205 | 3.96 | 382 | 4.37 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 27,287 | 7.03 | 4,902 | 13.63 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 394,019 | 13.67 | 70,778 | 20.68 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 295 | 110.71 | 53 | 126.09 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,077 | 3.86 | 193 | 10.29 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 22,052 | 4.86 | 3,961 | 11.33 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 733 | 16.53 | 132 | 23.58 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 1,076 | 2.18 | 193 | 8.43 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 11,144 | 0.08 | 2 | 100.00 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 2,788 | 52.60 | 472 | 71.27 | ||||
| 2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 1,807 | 313 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 26,800 | 18.06 | 4,814 | 25.36 | |||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 31,472 | 92.17 | 5,609 | 109.96 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 7,765 | 9.94 | 1,266 | 25.97 | ||||
| 2025-07-24 | 13F | 路易斯堡投资公司 | 136 | 24 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型价值投资组合 I 类 | 7,804 | 32.20 | 1,402 | 40.38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 262 | 0.77 | 47 | 9.30 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 155,196 | 915.95 | 27,878 | 978.83 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 2,855 | 8.35 | 509 | 18.41 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 144 | 20.00 | 25 | 20.00 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 3,733 | 4.22 | 671 | 10.56 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 465 | 17.13 | 81 | 17.65 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 3,855 | 692 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华特殊机会基金标准类别 | 64,900 | 2.77 | 11,658 | 9.11 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 11,803 | 14.83 | 2,120 | 21.91 | ||||
| 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 | 21,004 | 1.87 | 3,773 | 8.14 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 2,603 | 3.09 | 452 | 8.94 | ||||
| 2025-08-29 | NP | DON - WisdomTree 美国中型股股息基金 不适用 | 134,008 | 0.76 | 24,072 | 6.96 | ||||
| 2025-08-14 | 13F | BCS私人财富管理有限公司 | 1,730 | 0 | ||||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 7 | 133.33 | 1 | |||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 128 | 66.23 | 0 | |||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 6,344 | 1,140 | ||||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 146 | 2.10 | 26 | 8.33 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 132 | 288.24 | 24 | 360.00 | ||||
| 2025-08-01 | 13F | 信托投资顾问 | 1,240 | 223 | ||||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 41,759 | 7,442 | ||||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 27,529 | 3.05 | 4,749 | 1.04 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 23,923 | 8.09 | 4,264 | 18.12 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 72,510 | 3.12 | 12,923 | 12.68 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 59,708 | 9.02 | 10,350 | 9.29 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 14,267 | 0.27 | 2,563 | 6.44 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 67,106 | 778.93 | 12,054 | 831.53 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 152 | 126.87 | 27 | 145.45 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 14,957 | 1.82 | 2,687 | 8.09 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 3,447 | 619 | ||||||
| 2025-08-29 | NP | DALCX - Dean 中型价值基金 | 20,458 | 5.55 | 3,675 | 12.05 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 3,169,217 | 2.72 | 569,286 | 9.05 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 8,313 | 4.19 | 1,493 | 10.59 | ||||
| 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 | 65 | 983.33 | 12 | |||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 947 | 30.26 | 170 | 39.34 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,078 | 105.73 | 187 | 106.67 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 1,841 | 6.66 | 331 | 13.01 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 19,170 | 0.70 | 3,416 | 10.05 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 1,692 | 7.63 | 293 | 8.12 | ||||
| 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 | 2,764 | 0.66 | 479 | 1.05 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 2,673 | 9.64 | 476 | 19.90 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 31 | 14.81 | 6 | 25.00 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 2,982,415 | 7.51 | 533,563 | 14.04 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 2,553 | 8.22 | 454 | 13.78 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 1,748 | 16.92 | 303 | 17.05 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 17,721 | 12.49 | 3,183 | 19.44 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 10,498 | 11.54 | 1,886 | 18.40 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 2,634 | 473 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 1,160 | 208 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 30,245 | 14.21 | 5,390 | 24.80 | ||||
| 2025-08-14 | 13F | Xponance公司 | 21,315 | 29.40 | 3,829 | 37.35 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 7,127 | 0.65 | 1,280 | 6.84 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 1,228 | 221 | ||||||
| 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 | 37,685 | 1.11 | 6,716 | 10.48 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 9 | 50.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 20,139 | 21.12 | 3,618 | 28.58 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 10,163 | 61.24 | 1,701 | 74.36 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 39,243 | 6,979 | ||||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 32 | 6 | ||||||
| 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 | 18,477 | 16.36 | 3,293 | 27.15 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 48,920 | 5.44 | 8,788 | 11.95 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 7,334 | 2.20 | 1,271 | 19.23 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 2,465 | 2.28 | 443 | 8.60 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 14,339 | 7.19 | 2,576 | 13.79 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 42,219 | 205.12 | 8 | 250.00 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 81 | 5.19 | 15 | 7.69 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 1,076 | 1.61 | 193 | 7.82 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 4,696 | 0.36 | 837 | 9.57 | ||||
| 2025-08-14 | 13F | 安盛公司 | 1,696 | 6.00 | 305 | 12.59 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 4,453 | 236.58 | 800 | 258.30 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 32 | 10.34 | 6 | 25.00 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 86 | 0 | ||||||
| 2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 27,178 | 48.75 | 4,882 | 77.10 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 医疗保健基金系列 I | 3,467 | 623 | ||||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 4,264 | 0.42 | 766 | 6.69 | ||||
| 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 | 1,354,031 | 0.74 | 243,225 | 6.95 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 10,551 | 1,895 | ||||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 7,686 | 12.71 | 1,381 | 19.69 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 3,464 | 0.12 | 622 | 6.32 | ||||
| 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 | 4,899 | 9.74 | 873 | 19.92 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 23,853 | 13.45 | 4 | 33.33 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 31,896 | 0.79 | 5,729 | 7.00 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 1,401 | 0.72 | 252 | 6.81 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 7,660 | 5.98 | 1,328 | 6.24 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 7,711 | 1,385 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 7,420 | 20.22 | 1,333 | 27.59 | ||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 4,004 | 2.09 | 719 | 8.45 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 290 | 0 | ||||||
| 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 | 205,564 | 0.11 | 35,632 | 0.37 | ||||
| 2025-07-10 | 13F | 对抗投资管理公司 | 3,078 | 553 | ||||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 51,676 | 88.48 | 9,283 | 100.13 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 10,338 | 33.58 | 1,857 | 41.86 | ||||
| 2025-08-25 | NP | EVTMX - Eaton Vance Dividend Builder Fund A 类 | 73,300 | 13,167 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 2,886 | 479.52 | 518 | 516.67 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 45,220 | 32.14 | 8 | 60.00 | ||||
| 2025-08-28 | NP | TPHE - Timothy Plan 高股息股票增强型 ETF | 1,635 | 294 | ||||||
| 2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 490,332 | 191.85 | 84,994 | 192.60 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 3,832 | 4.10 | 688 | 10.61 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 29,634 | 186.90 | 5,323 | 204.69 | ||||
| 2025-08-14 | 13F | Perbak 资本合伙公司 | 1,224 | 220 | ||||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 3,627 | 13.38 | 646 | 23.99 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 100,264 | 18,010 | ||||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 2,105 | 29.86 | 378 | 37.96 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 62 | 11 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 29,813 | 221.12 | 5,355 | 241.08 | ||||
| 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 | 13,581 | 6.51 | 2,354 | 6.81 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 96,218 | 0.13 | 17,148 | 9.41 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 5,426 | 0.20 | 975 | 6.33 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 41,112 | 9.01 | 7,385 | 15.72 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 12,281 | 1.07 | 2,206 | 7.25 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 18,476 | 87.82 | 3,319 | 99.40 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 102,218 | 36.49 | 18,357 | 44.86 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 1,285 | 0.55 | 231 | 6.48 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 20,502 | 1,892.42 | 3,654 | 2,087.43 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 89,671 | 250.61 | 16,147 | 277.15 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 1,562 | 272 | ||||||
| 2025-08-29 | NP | FTSFX - FullerThaler 行为小型中型核心股票基金 R6 股 | 8,520 | 1,530 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 1,145 | 206 | ||||||
| 2025-08-14 | 13F | 山顶控股公司 | 1,594 | 3.10 | 286 | 9.58 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 395 | 16.86 | 71 | 22.81 | ||||
| 2025-07-08 | 13F | 马丁资本合伙人有限责任公司 | 5,107 | 194.18 | 1 | |||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 1,698 | 13.50 | 305 | 20.55 | ||||
| 2025-06-26 | NP | CABDX - AB 相对价值基金公司 A 类 | 172,301 | 17.97 | 30,707 | 28.91 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 92 | 50.82 | 17 | 60.00 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 13,230 | 2.32 | 2,377 | 8.64 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 1,348 | 242 | ||||||
| 2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,200 | 58.33 | 6,143 | 68.12 | ||||
| 2025-08-05 | 13F | 塞博尔德资本管理公司 | 1,537 | 0.26 | 276 | 6.56 | ||||
| 2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 268 | 1.13 | 48 | 9.30 | ||||
| 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 | 3,558 | 3.16 | 634 | 12.81 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 7 | 1 | ||||||
| 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 47,776 | 2.48 | 8,582 | 8.80 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 1,278 | 229 | ||||||
| 2025-08-25 | NP | 股票投资组合 - 股票投资组合 | 39,636 | 7,120 | ||||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 1,795 | 31.60 | 322 | 40.00 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 6,474 | 14.83 | 1,163 | 21.93 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 3,591 | 5.25 | 645 | 11.79 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 14,599 | 9.45 | 2,622 | 16.22 | ||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 599 | 77.22 | 107 | 92.73 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 843,291 | 444.08 | 151,480 | 477.64 | ||||
| 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 | 159,614 | 8.21 | 27,667 | 8.49 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 56 | 12.00 | 10 | 25.00 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 130,271 | 0.26 | 23,401 | 6.44 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 23,450 | 0.73 | 4,212 | 6.93 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 15 | 3 | ||||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 10,478 | 14.94 | 1,879 | 21.78 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 1,030 | 1.48 | 179 | 1.71 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -86 | -15 | |||||
| 2025-08-26 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 249,677 | 44,849 | ||||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 386,138 | 8.55 | 69 | 15.00 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 16,000 | 2,874 | |||||
| 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 | 14,806 | 15.74 | 2,566 | 16.06 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 7,882 | 1,416 | ||||||
| 2025-06-27 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 4,403 | 785 | ||||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 2,227 | 1.14 | 400 | 7.53 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 2,474 | 25.90 | 444 | 33.73 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 500 | 150.00 | 90 | 169.70 | |||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,037 | 86.85 | 186 | 124.10 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 1,836,447 | 3.62 | 329,881 | 10.00 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | 4,900 | 880 | ||||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,759 | 0.05 | 1,034 | 6.27 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 1,118 | 201 | ||||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 1,235 | 45.29 | 222 | 88.89 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 195 | 35 | ||||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 91,676 | 16,468 | ||||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 23,955 | 0.43 | 4,303 | 6.64 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 1,599,602 | 36.34 | 287,337 | 44.75 | ||||
| 2025-06-23 | NP | 伊顿万斯税务管理多元化股权收益基金 | 77,564 | 13,823 | ||||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 26,197 | 17.11 | 4,706 | 24.34 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 998 | 46.33 | 179 | 55.65 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 1,700 | 14.25 | 305 | 21.51 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -3,311 | -73.86 | -595 | -72.27 | |||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 20,836 | 4.96 | 3,743 | 11.44 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 9,369 | 2.25 | 1,683 | 9.29 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 89,416 | 6.63 | 16,062 | 13.20 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 88,848 | 40.85 | 15,936 | 49.55 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 3 | 1 | ||||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -455 | -82 | |||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 82 | 54.72 | 15 | 75.00 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 290 | 866.67 | 52 | 940.00 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 450 | 81 | ||||||
| 2025-08-14 | 13F | 人类投资有限责任公司 | 6,219 | 10.11 | 1,117 | 16.96 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 2,630 | 27.36 | 472 | 35.24 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 8,879 | 3.16 | 1,595 | 9.48 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -308 | 6.21 | ||||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 2,622 | 1.35 | 471 | 7.55 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 26,043 | 40.36 | 4,678 | 49.03 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 1,457 | 33.67 | 262 | 41.85 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 609 | 93 | ||||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 200 | 2.56 | 36 | 9.38 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 2,529 | 16.06 | 454 | 23.37 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 151 | 9.42 | 27 | 17.39 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 12,640 | 2,270 | ||||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通股票收益投资组合 1 级 | 24,093 | 20.72 | 4,294 | 31.89 | ||||
| 2025-07-23 | 13F | 查特信托公司 | 15,179 | 2,727 | ||||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 6,185 | 1,111 | ||||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 9,361 | 0.59 | 1,682 | 6.80 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 195 | 15.38 | 35 | 25.00 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 7 | 133.33 | 1 | |||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 92 | 21.05 | 17 | 33.33 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 14,049 | 4.72 | 2,524 | 11.19 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 14,298 | 0.77 | 2,569 | 7.00 | ||||
| 2025-08-26 | NP | TRVLX - T. Rowe 价格价值基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 936,651 | 168,251 | ||||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 17,134 | 200.18 | 3,078 | 218.86 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 2,000 | 359 | ||||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 14,800 | 2,659 | ||||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 1,425 | 4.78 | 256 | 10.87 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 6 | 20.00 | 1 | |||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 103,311 | 18,558 | ||||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 57 | 9 | ||||||
| 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 | 10,882 | 2.52 | 1,955 | 8.86 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 1,290 | 4.28 | 232 | 10.53 | ||||
| 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 | 25,519 | 0.04 | 4,584 | 6.19 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 496 | 89 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 13,971 | 101.98 | 2,510 | 114.44 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 2,844 | 2.63 | 486 | 6.83 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 80,024 | 0.75 | 14,375 | 6.97 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 29,915 | 8.25 | 5,331 | 18.28 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 35,184 | 23.34 | 6,306 | 30.40 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 2,919 | 6.26 | 520 | 16.07 | ||||
| 2025-08-14 | 13F | 道富银行 | 5,184,999 | 0.16 | 931,381 | 6.33 | ||||
| 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 | 56,798 | 2.16 | 10,203 | 8.45 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 6,219 | 10.11 | 1,117 | 16.96 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 41,400 | 2,335.29 | 7,437 | 2,490.94 | |||
| 2025-07-22 | 13F | 银湖咨询有限责任公司 | 1,934 | 0.52 | 347 | 6.77 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 10 | 2 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | 4,331,660 | 14.90 | 778,096 | 21.98 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 30,101 | 34.74 | 5,407 | 43.08 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 4 | 1 | ||||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 76,933 | 86.53 | 13,017 | 109.21 | ||||
| 2025-05-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 5,896 | 15.93 | 998 | 29.99 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 8,853 | 1,590 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 99 | 26.92 | 17 | 30.77 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Call | 1,200 | 216 | |||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 78,250 | 22.35 | 14,056 | 29.89 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 2,218 | 6.12 | 398 | 12.75 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 2,532 | 86.31 | 455 | 145.41 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 24,083 | 0.13 | 4,175 | 0.38 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 41,345 | 1.22 | 7 | 16.67 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 9,065 | 5.24 | 1,628 | 11.74 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 5,543 | 0.25 | 996 | 6.42 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 1,645 | 71.89 | 295 | 83.23 | ||||
| 2025-06-26 | NP | HMVAX - 哈特福德中型股价值基金 A 类 | 82,800 | 14,757 | ||||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,241,855 | 5.46 | 223,074 | 11.96 | ||||
| 2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 447 | 80 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 166 | 7.79 | 30 | 11.54 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 3,533 | 591 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 7,900 | 27.42 | 1,419 | 35.27 | |||
| 2025-08-27 | NP | 伊顿万斯增强股票收益基金 | 44,785 | 8,045 | ||||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 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 | 37,394 | 7.84 | 6,717 | 14.49 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 7,488 | 2.89 | 1,335 | 12.38 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -504 | -91 | |||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 1,227 | 212 | ||||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 2,688 | 8.43 | 483 | 15.04 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 89,641 | 0.83 | 16,102 | 7.05 | ||||
| 2025-08-11 | 13F | 花旗集团 | 293,688 | 109.05 | 52,755 | 121.94 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 94 | 203.23 | 17 | 6.67 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 91,209 | 73.33 | 16,384 | 84.02 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 107,286 | 525.79 | 19,272 | 564.52 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 146,429 | 6.18 | 25,382 | 6.45 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 2,632 | 7.60 | 473 | 14.29 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 4,083 | 14.66 | 733 | 21.76 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 142,300 | 25,561 | ||||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -7,030 | -54.85 | -1,263 | -52.09 | |||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 13,188 | 47.58 | 2,369 | 56.72 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 2,095 | 1.21 | 376 | 7.43 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 8,736 | 1.38 | 2 | 0.00 | ||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 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 | 18,447 | 5.08 | 3,198 | 5.34 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 62 | 11 | ||||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 3,360 | 29.58 | 604 | 37.67 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,216,501 | 20.09 | 218,520 | 27.49 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 368 | 3.66 | 66 | 10.00 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 2,964 | 5.82 | 532 | 12.47 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 988,957 | 1.91 | 177,646 | 8.19 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 3,631 | 10.23 | 652 | 17.06 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 7,935 | 30.27 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 308 | 55 | ||||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 2,718 | 38.74 | 488 | 47.43 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 3,463 | 9.17 | 622 | 16.04 | ||||
| 2025-06-25 | NP | AllianzGI 人工智能与技术机会基金 | 31,960 | 5,696 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,673 | 7.24 | 300 | 14.07 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 115 | 1,177.78 | 21 | 1,900.00 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 2,215 | 1.65 | 398 | 7.88 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 1,072,721 | 256.51 | 193,090 | 279.72 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 46 | 2.22 | 8 | 14.29 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 6,414 | 1,152 | ||||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 3,823 | 7.66 | 681 | 17.62 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 393 | 12.93 | 71 | 6.06 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 45,281 | 16.06 | 8,134 | 23.21 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -293 | -53 | |||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 13,864 | 2.70 | 2,403 | 3.00 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 16,949 | 3.89 | 3,045 | 10.29 | ||||
| 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 | 17,995 | 43.32 | 3,232 | 52.17 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 11,158 | 2.96 | 2,004 | 9.33 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 14,873 | 14.40 | 2,672 | 21.46 | ||||
| 2025-07-29 | 13F | 约翰·G·厄尔曼联合公司 | 1,114 | 200 | ||||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 1,823 | 327 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 5,745 | 15.15 | 996 | 15.43 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 22,280 | 9.51 | 4,002 | 16.27 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 46 | 53.33 | 8 | 60.00 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 9,498 | 2.29 | 1,706 | 8.59 | ||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,812 | 1.13 | 1,036 | 10.46 | ||||
| 2025-07-25 | 13F | MOKAN 财富管理有限公司 | 3,818 | 13.50 | 686 | 20.60 | ||||
| 2025-08-26 | NP | TMSL - T. Rowe 价格中小型股 ETF | 19,969 | 106.48 | 3,587 | 119.25 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 23,399 | 1.58 | 4,201 | 7.75 | ||||
| 2025-08-07 | 13F | 商业银行 | 13,934 | 3.38 | 2,503 | 9.74 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 4,721 | 64.21 | 1 | |||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 1,493 | 0.34 | 268 | 6.77 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 45,967 | 2.77 | 8,257 | 9.10 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 健康科学投资组合 I 类 | 16,122 | 94.08 | 2,896 | 106.05 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 10,844 | 0.31 | 1,948 | 6.45 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 34,598 | 23.35 | 6 | 50.00 | ||||
| 2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 50,730 | 0.95 | 9,041 | 10.31 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 1,511 | 26.66 | 269 | 38.66 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,615 | 2.21 | 7,116 | 8.53 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 84,605 | 14.31 | 15,198 | 21.35 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 2,504 | 450 | ||||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 137,029 | 0.41 | 25 | 4.35 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 34,108 | 0.45 | 6,127 | 6.63 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 189,159 | 42.14 | 33,979 | 50.91 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 80,901 | 17.22 | 14,521 | 24.47 | ||||
| 2025-07-30 | NP | HCYAX - 希尔顿战术收益基金投资者类别 | 5,480 | 2.33 | 950 | 2.59 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 5,764 | 13.09 | 999 | 13.39 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 11,882 | 640.31 | 2,125 | 686.67 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 2,162 | 528.49 | 388 | 762.22 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 86,657 | 14.55 | 15,566 | 21.62 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 188,951 | 10.64 | 33,941 | 17.46 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 283,386 | 12.79 | 50,905 | 19.74 | ||||
| 2025-08-29 | NP | JAFMX - 健康科学信托资产净值 | 8,237 | 18.40 | 1,480 | 25.66 | ||||
| 2025-08-26 | NP | 贝莱德健康科学信托基金 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 | 22,909 | 99.57 | 4,115 | 111.89 | ||||
| 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 | 334 | 19.29 | 60 | 31.11 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 19,853 | 29.07 | 3,566 | 37.05 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,150 | 23.66 | 207 | 31.21 | ||||
| 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 | 6 | 1 | ||||||
| 2025-08-01 | 13F | 红木公园顾问有限公司 | 4 | 33.33 | 1 | |||||
| 2025-07-23 | NP | CFMSX - 中盘精选基金栏 | 19,122 | 5.65 | 3,315 | 5.91 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 156,467 | 1,148.54 | 28,106 | 1,225.75 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 1,670 | 7.05 | 300 | 13.26 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 3,917 | 8.20 | 679 | 8.48 | ||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 3 | 1 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 716,324 | 12.54 | 128,632 | 19.44 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 45 | 2,150.00 | 8 | |||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 2,115 | 27.26 | 380 | 34.88 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 15,700 | 2,820 | ||||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 862 | 0.12 | 149 | 0.68 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 3,569 | 43.97 | 641 | 52.98 | ||||
| 2025-06-26 | NP | AHSAX - 阿尔及尔健康科学基金 A 类 | 19,378 | 9.90 | 3,454 | 20.10 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 339,227 | 3.26 | 60,935 | 9.62 | ||||
| 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 | 3,852 | 0.29 | 668 | 0.45 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 49 | 9 | ||||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 40,502 | 0.84 | 7,275 | 7.06 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 800 | 7.10 | 144 | 13.49 | ||||
| 2025-08-26 | NP | IAMOX - Voya 中型股机会投资组合 ADV 级 | 37,722 | 6,776 | ||||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 8,316 | 296.76 | 1,494 | 321.75 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 436 | 25.65 | 76 | 27.12 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 6,844 | 50.12 | 1,229 | 59.40 | ||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 14,496 | 8.49 | 2,604 | 15.18 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 72,329 | 734.63 | 12,992 | 786.22 | ||||
| 2025-08-14 | 13F | Artia全球合作伙伴有限责任公司 | 81,717 | 44.08 | 14,679 | 52.96 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 25,389 | 49.15 | 4,561 | 58.33 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 725 | 20.63 | 126 | 21.36 | ||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 16 | 60.00 | 3 | 100.00 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 1,983 | 356 | ||||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 4,314 | 15.04 | 775 | 22.24 | ||||
| 2025-08-11 | 13F | 韦斯科特财务咨询集团有限责任公司 | 1,132 | 203 | ||||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 1,533 | 22.35 | 275 | 29.72 | ||||
| 2025-07-17 | 13F | G&S资本有限责任公司 | 7,024 | 1,262 | ||||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 177,941 | 2.80 | 31,964 | 9.14 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 3,509 | 16.85 | 630 | 24.02 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大盘价值基金 | 15,182 | 17.67 | 2,727 | 24.92 | ||||
| 2025-07-23 | NP | NMCAX - Voya MidCap Opportunities Fund A 类 | 15,086 | 2,615 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 17,610 | 40.78 | 3,163 | 49.48 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 56,794 | 10,202 | ||||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 1,343 | 0.75 | 227 | 12.94 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 1,216 | 9.85 | 218 | 16.58 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 117 | 21 | ||||||
| 2025-08-14 | 13F | 瑞银集团 | 978,481 | 3.90 | 175,765 | 10.31 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 6,473 | 11.49 | 1,163 | 18.33 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 74 | 4.23 | 0 | |||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 27,316 | 52.99 | 4,907 | 62.40 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 11 | 2 | ||||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 3,384 | 3.05 | 608 | 9.37 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 469 | 0 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 290 | 2.47 | 52 | 10.64 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 91,198 | 6.09 | 16,475 | 13.50 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 9,426 | 4.85 | 1,693 | 11.31 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 3,386 | 0.92 | 608 | 7.23 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 34,394 | 40.81 | 6,178 | 49.52 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 1,385 | 0.65 | 249 | 6.90 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 5 | 1 | ||||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 669 | 3.72 | 120 | 10.09 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 2,732 | 9.63 | 487 | 19.70 | ||||
| 2025-07-21 | 13F | 阿特沃特马利克有限责任公司 | 56,666 | 0.03 | 10,179 | 6.20 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 39 | 7 | ||||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 35 | 9.38 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 5 | 1 | ||||||
| 2025-05-30 | NP | MML 系列投资基金 - MML 基本价值基金 II 类 | 6,541 | 1,107 | ||||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 249 | 0.81 | 45 | 7.32 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 2,314 | 3.91 | 416 | 10.37 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 15,274 | 13.56 | 2,648 | 13.85 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 54,311 | 10.96 | 9,756 | 17.79 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 58,806 | 0.76 | 10,193 | 1.01 | ||||
| 2025-06-26 | NP | TGVOX - TCW 相对价值中盘基金 I 类 | 8,771 | 103.50 | 1,563 | 122.65 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 4,215 | 757 | ||||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 319,459 | 22.13 | 57,384 | 29.66 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 13,125 | 37.85 | 2,358 | 46.31 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 45,601 | 4.25 | 8,180 | 10.69 | ||||
| 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 | 373,426 | 6.65 | 66,552 | 16.54 | ||||
| 2025-07-14 | 13F | Kfg 财富管理有限公司 | 1,115 | 200 | ||||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 7 | 133.33 | 1 | |||||
| 2025-04-01 | NP | HYLG - Global X 医疗保健备兑看涨期权和成长 ETF | 33 | 22.22 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 1,445 | 3.88 | 260 | 10.21 | ||||
| 2025-08-11 | 13F | 持久资产合伙有限公司 | 8,007 | 17.08 | 1,438 | 24.29 | ||||
| 2025-08-14 | 13F | 联信银行 | 41,012 | 5.55 | 7,367 | 12.06 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 11,861 | 23.04 | 2,131 | 30.59 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 8 | 166.67 | 1 | |||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 1,762 | 2.20 | 316 | 8.59 | ||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 6,459 | 13.48 | 1,160 | 20.46 | ||||
| 2025-06-25 | NP | COHOX - Coho 相对价值股票基金顾问类别股票 | 20,614 | 3,674 | ||||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 22,041 | 3,821 | ||||||
| 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 | 1,400,425 | 0.18 | 242,750 | 0.43 | ||||
| 2025-08-29 | NP | JVLAX - 约翰汉考克纪律价值基金 A 类 | 1,050,882 | 59.92 | 188,770 | 69.78 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 47,752 | 40.89 | 8,578 | 49.58 |
