机构和基金投资人持股 - 买家
在洲际交易所有限公司中开设新头寸的主要持有者包括 VHIAX - 摩根大通成长优势基金 A 类, 蒙罗合伙公司, Glenmede投资管理有限公司, 信托基金, 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级, DREQX - 纽约梅隆银行研究增长基金，Inc. Z 类, FELC - 富达增强型大盘核心 ETF, SUSA - iShares MSCI 美国 ESG 选择 ETF, 淡马锡控股（私人）有限公司, ASLV - Allspring 特别大价值 ETF, 瑞穗证券美国有限公司, 峰会全球投资, Threadgill 金融有限公司, 上升财富合作伙伴有限责任公司, 儿童资本管理有限公司, CLCEX - 多经理大盘成长策略基金机构类, 催化财富 RIA 有限责任公司, BKCG——纽约梅隆银行集中增长ETF, OWTEX - 老韦斯特伯里全股票基金, 和 SILVX - SGI 美国大盘股票基金 I 类 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,523 | 1,212.93 | 256 | 1,316.67 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 951,209 | 18.41 | 174,518 | 25.94 | ||||
| 2025-06-25 | NP | FNCL - 富达 MSCI 金融指数 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 | 156,009 | 0.46 | 26,205 | 5.58 | ||||
| 2025-08-08 | 13F | 凯普斯通财务顾问公司 | 4,988 | 0.26 | 915 | 6.64 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 856,837 | 2.75 | 157,204 | 9.29 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 413 | 0.98 | 0 | |||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 19,946 | 52.12 | 3,586 | 57.90 | ||||
| 2025-08-22 | NP | MPAIX - 优势产品组合 I 类 | 30,671 | 11.10 | 5,627 | 18.16 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 4,904 | 3.18 | 900 | 9.77 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 9,531 | 3.27 | 1,749 | 9.80 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 12,335 | 66.94 | 2,263 | 105.54 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 17 | 3 | ||||||
| 2025-07-29 | NP | JHGEX - 全球股票基金A类 | 87,998 | 13.46 | 15,822 | 17.77 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 9,330 | 1,567 | ||||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 1,416 | 5.51 | 238 | 10.75 | ||||
| 2025-07-31 | 13F/A | 交换资本合作伙伴有限责任公司 | 3,893 | 0.96 | 714 | 7.37 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 3,690 | 7.96 | 620 | 13.37 | ||||
| 2025-08-27 | NP | CFSIX - Touchstone Sands Capital Select Growth Fund Y 类 | 458,424 | 10.41 | 84,107 | 17.44 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 4,584 | 1.30 | 841 | 7.69 | ||||
| 2025-08-14 | 13F | Impact Asset Management GmbH | 40,410 | 3.17 | 6,971 | 19.43 | ||||
| 2025-08-14 | 13F | EDENTREE资产管理有限公司 | 13,504 | 32.34 | 2,477 | 40.68 | ||||
| 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 | 21,831 | 44.62 | 3,925 | 50.15 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 273,562 | 0.05 | 45,950 | 5.15 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric 对称策略基金 I 类 | 1,102 | 202 | ||||||
| 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 | 7,249,047 | 0.80 | 1,303,379 | 4.63 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 2,862 | 525 | ||||||
| 2025-08-29 | NP | WEQCX - Teton Westwood C 类股票基金 | 6,170 | 19.30 | 1,132 | 26.91 | ||||
| 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 | 577,230 | 3.13 | 103,786 | 7.04 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 12,205 | 8.45 | 2,239 | 15.35 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 363,358 | 8.19 | 66,665 | 15.07 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 1,727 | 22.14 | 317 | 30.04 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 21,215 | 12.17 | 3,892 | 19.31 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 9,520 | 9.93 | 1,747 | 16.87 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 125 | 197.62 | 23 | 214.29 | ||||
| 2025-08-13 | 13F | 中医顾问有限责任公司 | 726 | -24.32 | ||||||
| 2025-08-29 | NP | WEBCX - Teton Westwood 平衡基金 A 类 | 3,012 | 19.00 | 553 | 26.61 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 86,720 | 4.54 | 15,911 | 11.20 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 4,542 | 0.18 | 833 | 6.52 | ||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,487 | 30.93 | 4,493 | 39.24 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 29,443 | 0.09 | 5,402 | 6.44 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 592 | 19.84 | 99 | 26.92 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 29,254 | 11.40 | 5,367 | 18.50 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 72,803 | 7.62 | 13,090 | 11.70 | ||||
| 2025-08-05 | 13F | X-Square 资本有限责任公司 | 2,433 | 8.18 | 0 | |||||
| 2025-06-25 | NP | EIVAX - 富国银行经典价值基金（原名富国银行内在价值基金）A 类 | 327,739 | 11.11 | 55,050 | 16.77 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 24 | 4 | ||||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 23,987 | 58.99 | 4,401 | 69.10 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 10,200 | 117.02 | 1,871 | 130.99 | |||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 1,569 | 6.01 | 296 | 22.41 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 6,109 | 11.30 | 1,121 | 18.39 | ||||
| 2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 685,462 | 2.90 | 125,762 | 9.44 | ||||
| 2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,430 | 31.04 | 1,248 | 37.75 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 8 | 1 | ||||||
| 2025-08-13 | 13F | 裸金融服务公司 | 60 | 300.00 | 11 | 450.00 | ||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 74,988 | 8.50 | 13,758 | 15.40 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 411 | 4.58 | 75 | 11.94 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 379,465 | 0.74 | 69,620 | 7.15 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 386 | 71 | ||||||
| 2025-08-11 | 13F | 塔桥顾问 | 43,430 | 9.90 | 7,968 | 16.90 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 1,494 | 274 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 1,834 | 336 | ||||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 188 | 8.67 | 34 | 17.24 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 57,520 | 36.09 | 10,553 | 44.76 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 9,705 | 315.45 | 1,781 | 342.79 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 2,157 | 30.73 | 396 | 39.08 | ||||
| 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 | 2,613 | 89.90 | 479 | 102.11 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 444,010 | 0.36 | 81,462 | 6.75 | ||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 1,539 | 5.92 | 282 | 12.80 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 3,395 | 45.71 | 623 | 94.38 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 567 | 10.10 | 0 | |||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 319,127 | 10.46 | 57,379 | 14.65 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 23,009 | 1.20 | 4,137 | 5.05 | ||||
| 2025-06-27 | NP | PWB - Invesco 动态大盘成长 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 | 85,078 | 14,291 | ||||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 1,363 | 3.81 | 250 | 10.62 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 58,547 | 90.17 | 10,742 | 102.28 | ||||
| 2025-08-14 | 13F | 斯坦斯伯里资产管理有限公司 | 77,030 | 2.25 | 14,133 | 8.75 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 4,607 | 96.04 | 736 | 101.09 | ||||
| 2025-06-25 | NP | AGRW-Allspring LT 大型增长 ETF | 8,621 | 1,448 | ||||||
| 2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国收入和增长基金 3 级 | 202 | 3.06 | 37 | 12.12 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 55,000 | 120.00 | 10,091 | 134.00 | |||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 1,808 | 6.98 | 332 | 13.75 | ||||
| 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 | 1,731 | 21.05 | 291 | 27.19 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 1,245 | 228 | ||||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 11,612 | 0.87 | 2,130 | 7.30 | ||||
| 2025-07-23 | NP | CFMSX - 中盘精选基金栏 | 128,883 | 9.67 | 23,173 | 13.83 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 24 | 50.00 | 4 | 100.00 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 3,554 | 12.50 | 652 | 19.85 | ||||
| 2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 1,803 | 3.15 | 331 | 9.63 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 10,820 | 14.44 | 1,985 | 21.70 | ||||
| 2025-08-25 | NP | 伊顿万斯风险管理多元化股票收益基金 | 60,609 | 22.85 | 11,120 | 30.66 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 11,201 | 10.71 | 2,055 | 36.36 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 50 | 138.10 | 9 | 200.00 | ||||
| 2025-07-25 | 13F | 杰纳西资本顾问有限公司 | 11,536 | 1.73 | 2,116 | 8.18 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 58,688 | 0.05 | 10,767 | 6.41 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 174,000 | 41.35 | 31,924 | 50.34 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 5,960 | 21.51 | 1,093 | 29.20 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 2,330 | 1.66 | 427 | 8.10 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 904,746 | 31.74 | 166 | 39.83 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 472 | 20.72 | 87 | 28.36 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 72 | 13 | ||||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 3,039 | 1.88 | 510 | 7.14 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 17,873 | 732.46 | 3,279 | 786.22 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,365 | 11.07 | 229 | 16.84 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 49,609 | 4.43 | 8,333 | 9.75 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 461,821 | 31.54 | 84,734 | 39.91 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 2,924 | 536 | ||||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 1,637 | 0.06 | 0 | |||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 1,432 | 7.19 | 263 | 13.91 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 69,900 | 12,825 | |||||
| 2025-06-20 | NP | JXX - Janus Henderson 转型增长 ETF | 10,188 | 1,711 | ||||||
| 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 | 329,988 | 0.68 | 59,332 | 4.49 | ||||
| 2025-08-11 | 13F | 钷顾问有限责任公司 | 13,108 | 14.75 | 2,405 | 22.03 | ||||
| 2025-08-13 | 13F | 金沙资本管理有限公司 | 5,313,039 | 97.31 | 974,783 | 109.86 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 96,884 | 0.62 | 18 | 6.25 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 192,088 | 5.81 | 35,242 | 12.54 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 14,787 | 0.81 | 2,484 | 5.93 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 37,621 | 7.86 | 6,764 | 11.95 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 2,916 | 4.52 | 535 | 11.23 | ||||
| 2025-08-26 | NP | GGEYX - 机构成长股票基金 | 20,178 | 140.56 | 3,702 | 140.70 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 1,296 | 0.54 | 238 | 6.76 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 97 | 4,750.00 | 17 | |||||
| 2025-08-14 | 13F | 曼氏集团 | 443,025 | 515.90 | 81,282 | 555.07 | ||||
| 2025-07-24 | NP | EPGAX - 富达顾问股票增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 708,700 | 5.05 | 127,424 | 9.04 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 559,197 | 0.08 | 102,596 | 6.45 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 6,225 | 17.83 | 971 | 6.59 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 37,899 | 10.67 | 6,814 | 14.87 | ||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,890 | 23.26 | 714 | 31.07 | ||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 891,603 | 6.51 | 164 | 13.19 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 76,245 | 3.23 | 13,989 | 9.80 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 1,292,061 | 8.26 | 237,054 | 15.15 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 2,962 | 23.93 | 543 | 31.80 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 529,587 | 0.11 | 97,163 | 6.48 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 1,867 | 11.13 | 342 | 18.34 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 23,336 | 76.27 | 4 | 100.00 | ||||
| 2025-07-23 | NP | Lmp 资本与收入基金公司 | 19,330 | 167.36 | 3,476 | 177.56 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 2,426 | 7.54 | 445 | 14.40 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 1,705 | 313 | ||||||
| 2025-08-26 | NP | 机构投资策略基金 | 40 | 5.26 | 7 | 16.67 | ||||
| 2025-06-26 | NP | HQIAX - 哈特福德股票收益基金 A 类 | 342,309 | 1.44 | 57,498 | 6.61 | ||||
| 2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 5,574 | 7.63 | 1,023 | 14.45 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 12,036 | 1.09 | 2,208 | 7.55 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 1,480 | 7.25 | 272 | 13.87 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 54,858 | 0.52 | 10,065 | 6.92 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 1,800 | 330 | ||||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 530,214 | 17.59 | 97 | 25.97 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 48,222 | 2.43 | 8,847 | 9.59 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 81,288 | 0.42 | 14,022 | 16.25 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 67,555 | 1.90 | 12,257 | 7.15 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 6,023 | 338.99 | 1,105 | 368.22 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,900 | 4.80 | 13,925 | 10.14 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 1,528 | 1.06 | 280 | 7.69 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 81 | 14 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 124 | 23 | ||||||
| 2025-08-14 | 13F | L1资本国际有限公司 | 137,369 | 4.46 | 25,606 | 12.87 | ||||
| 2025-08-27 | NP | TSEL - Touchstone Sands Capital 美国精选成长型 ETF | 13,676 | 60.88 | 2,509 | 71.15 | ||||
| 2025-07-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | 7,114 | 1,279 | ||||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,546 | 80.95 | 467 | 92.98 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 85,740 | 1.09 | 15,731 | 7.52 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 11,253 | 25.65 | 2,046 | 30.75 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托多收入分配投资组合 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 | 581 | 9.01 | 107 | 16.48 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,266 | 2.43 | 232 | 8.92 | ||||
| 2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 31,449 | 3.14 | 5,770 | 9.70 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 185,520 | 0.07 | 34,037 | 6.44 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 3,270 | 63.50 | 600 | 73.62 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 29,830 | 5.31 | 5,473 | 11.99 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 16,587 | 4.76 | 3,032 | 9.86 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 3,941 | 9.75 | 723 | 16.80 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 1,102 | 202 | ||||||
| 2025-08-13 | 13F | 艾恩伍德投资管理有限公司 | 4,833 | 1.21 | 887 | 7.65 | ||||
| 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 | 107,206 | 1.99 | 19,669 | 8.48 | ||||
| 2025-06-27 | NP | PDP - Invesco DWA 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 | 55,997 | 23.85 | 9,406 | 33.46 | ||||
| 2025-08-11 | 13F | 阿斯彭投资管理公司 | 13,119 | 0.39 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 25,446 | 17.46 | 4,669 | 24.95 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 138,015 | 7.53 | 25,322 | 14.36 | ||||
| 2025-08-12 | 13F | 电力财富管理有限公司 | 12,083 | 0.61 | 2,217 | 7.00 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 16,878 | 67.71 | 3,097 | 78.34 | ||||
| 2025-08-27 | NP | TLGAX - Timothy 大型/中型成长基金 A 类 | 28,519 | 19.02 | 5,232 | 26.59 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 106 | 13.98 | 18 | 38.46 | ||||
| 2025-08-01 | 13F | 达美投资管理有限责任公司 | 2,080 | 7.49 | 382 | 14.41 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 37,494 | 61.61 | 6,879 | 71.89 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 660 | 32.00 | 121 | 40.70 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 8,719 | 2.13 | 1,612 | 12.42 | ||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 7,298 | 0.56 | 1,339 | 6.95 | ||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 402,258 | 4.65 | 73,802 | 11.30 | ||||
| 2025-06-27 | NP | DALVX - Dunham 大盘价值基金 A 类 | 16,891 | 9.82 | 2,837 | 15.42 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 13,868 | 3.00 | 2,544 | 9.56 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 711,984 | 33.00 | 130,628 | 41.46 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -18,227 | 79.14 | -3,344 | 90.54 | |||
| 2025-05-12 | 13F | 桑迪泉银行 | 15,892 | 6.65 | 2,741 | 23.47 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 2,476 | 0.94 | 454 | 7.33 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 2,253 | 72.12 | 413 | 83.56 | ||||
| 2025-08-07 | 13F | 策略资产管理公司 | 39,930 | 0.72 | 7,326 | 7.12 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 7,281 | 577.30 | 1,336 | 680.70 | ||||
| 2025-08-28 | NP | BCDF - Horizon Kinetics 区块链开发 ETF | 5,953 | 26.31 | 1,092 | 34.48 | ||||
| 2025-07-09 | 13F | 第一金融公司/in/ | 5,828 | 16.23 | 1,069 | 23.73 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 5,634 | 6.16 | 1,034 | 12.90 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 374 | 10.98 | 69 | 17.24 | ||||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 18,720 | 28.81 | 3,404 | 35.83 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 2,139,390 | 27.82 | 392,603 | 35.96 | ||||
| 2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | 2,780 | 85.33 | 467 | 94.98 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 128,332 | 10.72 | 21,556 | 16.35 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 35,076 | 6 | ||||||
| 2025-08-25 | NP | CWS - AdvisorShares 重点股票 ETF | 48,222 | 2.43 | 8,847 | 8.95 | ||||
| 2025-08-04 | 13F | 联合银行 | 111,704 | 0.23 | 20 | 5.26 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 19,441 | 3,567 | ||||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 28 | 115.38 | 5 | 150.00 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 61,759 | 22.89 | 11,331 | 30.70 | ||||
| 2025-08-14 | 13F | 克雷斯特蒙特私人财富有限责任公司 | 4,487 | 6.60 | 823 | 13.36 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 955 | 365.85 | 16 | -44.83 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 7,870 | 0.92 | 1,444 | 5.64 | ||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 892,746 | 673.99 | 163,792 | 723.24 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 1,910 | 11.31 | 350 | 18.24 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 335,839 | 61,616 | ||||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 64,033 | 2.70 | 10,756 | 7.93 | ||||
| 2025-08-25 | NP | BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE 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 | 247,589 | 1.47 | 45,425 | 7.92 | ||||
| 2025-04-24 | NP | CZMVX - 多经理价值策略基金机构类 | 13,355 | 16.26 | 2,313 | 25.16 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 3,024 | 1.31 | 555 | 7.78 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 3,185 | 36.70 | 584 | 45.64 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 60,807 | 21.43 | 11,156 | 29.17 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 24,630 | 4,519 | ||||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 24,100 | 304.29 | 4,422 | 330.06 | ||||
| 2025-07-16 | 13F | 第一美国银行 | 76,922 | 0.77 | 14,113 | 7.18 | ||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 1,510 | 1.48 | 277 | 8.20 | ||||
| 2025-08-08 | 13F | 托巴姆 | 521 | 10.15 | 0 | |||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 1,280 | 0 | ||||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -3,581 | -87.69 | -657 | -86.90 | |||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 25,800 | 4.88 | 4,734 | 11.55 | |||
| 2025-08-13 | 13F | 丰业资本公司 | 19,889 | 24.57 | 3,649 | 32.50 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 206,850 | 89.15 | 37,784 | 99.99 | ||||
| 2025-07-11 | 13F | 国会公园资本有限责任公司 | 1,900 | 7.04 | 349 | 13.73 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 8,914 | 14,756.67 | 1,636 | 20,337.50 | ||||
| 2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 155,824 | 1.17 | 26,174 | 6.32 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 3,932 | 721 | ||||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 1,600 | 294 | |||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 4,122 | 19.97 | 756 | 27.70 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 53,408 | 0.50 | 9,799 | 6.90 | ||||
| 2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 4,228 | 776 | ||||||
| 2025-08-06 | 13F | 荷兰集团 | 27,742 | 7.64 | 5,090 | 14.49 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 1,464 | 45.53 | 269 | 54.91 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 8,653 | 19.38 | 1,588 | 26.96 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 425,218 | 68.37 | 78,015 | 79.08 | ||||
| 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 | 13,700 | 8.73 | 2,301 | 14.31 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 24 | 4 | ||||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 18 | 3 | ||||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 75,874 | 0.56 | 13,921 | 6.95 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 494 | 0.20 | 91 | 7.14 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 10,669 | 3.10 | 1,957 | 9.64 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -44 | -8 | |||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 23,117 | 89.98 | 4,241 | 102.14 | ||||
| 2025-07-07 | 13F | 西联银行 | 3,724 | 112.80 | 683 | 126.91 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 545,632 | 1.95 | 100,107 | 8.44 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 2,196,789 | 4.96 | 403,045 | 11.63 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 82,340 | 9.52 | 13,831 | 15.10 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 93,459 | 4.08 | 17,147 | 10.70 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 2,085 | 7.31 | 153 | 9.29 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 2,652 | 0.08 | 487 | 6.35 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 4,662 | 255.88 | 783 | 274.64 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 139,331 | 23.68 | 25,563 | 31.55 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 23,296 | 80.65 | 4,274 | 92.18 | ||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 119 | 16.67 | 0 | |||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 2,813 | 0.18 | 516 | 6.61 | ||||
| 2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 51,232 | 6.66 | 8,605 | 12.09 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 5,643 | 12.88 | 1,035 | 20.07 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 437,518 | 1.83 | 80,271 | 8.30 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 1,323 | 243 | ||||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 1,862 | 16.81 | 321 | 35.44 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 27,728 | 4.36 | 5,087 | 11.00 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 668,366 | 0.02 | 122,625 | 6.38 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 302 | 2.37 | 55 | 10.00 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 38,459 | 18.69 | 7,056 | 26.25 | ||||
| 2025-08-12 | 13F | MAI资本管理 | Call | 18 | ||||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 5,221 | 958 | ||||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 27,456 | 1.69 | 5,037 | 8.16 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 6,575 | 16.89 | 1,206 | 24.33 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 10,682 | 3.01 | 1,794 | 8.27 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 120,980 | 16.25 | 22,158 | 23.42 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 239,542 | 0.04 | 43,949 | 6.40 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,951 | 11.32 | 534 | 14.10 | ||||
| 2025-08-08 | 13F | 蒂夫咨询服务公司 | 17,643 | 1.96 | 3,237 | 8.45 | ||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 26,400 | 10.46 | 4,844 | 17.49 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 3,666 | 0.19 | 1 | |||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 30,150 | 7.88 | 5,532 | 14.73 | ||||
| 2025-08-08 | NP | TANDX - Castle Tandem 机构基金 | 7,800 | 4.00 | 1,431 | 10.67 | ||||
| 2025-06-27 | NP | RUNN - RUNNING OAK 高效增长 ETF | 37,102 | 3.82 | 6,671 | 7.75 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 19,603 | 3,597 | ||||||
| 2025-08-08 | 13F | 国民年金服务 | 1,355,203 | 2.96 | 248,639 | 9.51 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 9,883 | 24.27 | 1,813 | 32.24 | ||||
| 2025-08-13 | 13F | 泉源财务顾问有限责任公司 | 1,622 | 6.78 | 298 | 13.36 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 104,723 | 9.69 | 19,214 | 16.67 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 310 | 56 | ||||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 6,141 | 4.99 | 1,127 | 11.15 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 3,401 | 11.80 | 624 | 18.89 | ||||
| 2025-08-13 | 13F | 纳夫有限公司 | 175 | 73.27 | 32 | 88.24 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 2,060 | 3.47 | 378 | 9.91 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 9,414 | 0.15 | 1,727 | 6.54 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 2,109 | 4.05 | 387 | 10.60 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 365 | 11.96 | 67 | 17.86 | ||||
| 2025-08-14 | 13F | 哈维资本管理公司 | 42,980 | 70.08 | 7,816 | 79.31 | ||||
| 2025-08-14 | 13F | 城堡胡克合伙公司 | 5,622 | 1,031 | ||||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 1,989 | 40.17 | 365 | 72.51 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 659,065 | 7.79 | 120,830 | 14.44 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 661 | 1.69 | 121 | 8.04 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 32,243 | 13.31 | 5,916 | 20.52 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,413 | 4.82 | 259 | 11.64 | ||||
| 2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 2,431 | 0.37 | 446 | 6.95 | ||||
| 2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 18,762 | 0.94 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 531 | 6.20 | 97 | 12.79 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 17,756 | 0.80 | 2,982 | 5.93 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 3,478 | 0.26 | 638 | 6.69 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 304,554 | 0.59 | 55,877 | 6.99 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 10,453 | 4.77 | 1,918 | 11.39 | ||||
| 2025-08-29 | NP | JABLX - Janus Henderson 平衡投资组合服务股票 | 235,505 | 2.45 | 43,208 | 8.97 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 5,417 | 14.45 | 994 | 21.69 | ||||
| 2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 1,243 | 228 | ||||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 9,211 | 4.63 | 1,690 | 15.37 | ||||
| 2025-07-09 | 13F | 防波堤资本集团 | 2,453 | 1.36 | 450 | 7.91 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 6,773 | 7.00 | 1,243 | 13.84 | ||||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 1,879 | 31.40 | 345 | 39.84 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金 | 11,243 | 0.93 | 2,063 | 7.34 | ||||
| 2025-07-11 | 13F | 沃尔特公共投资公司 | 139,088 | 2.58 | 25,518 | 9.11 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 2,781,542 | 55.63 | 510,330 | 65.53 | ||||
| 2025-07-21 | 13F | 交易所资本管理公司 | 8,132 | 28.37 | 1,492 | 36.54 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 25,530 | 6.77 | 4,684 | 13.55 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 1,028 | 189 | ||||||
| 2025-07-22 | 13F | 三桥财富顾问有限责任公司 | 1,875 | 344 | ||||||
| 2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 17,897 | 40.42 | 3,006 | 47.57 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 1,073,086 | 0.49 | 197 | 7.07 | ||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 18,878 | 2.25 | 3,464 | 8.76 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 10,400 | 346.74 | 1,908 | 375.81 | ||||
| 2025-07-18 | 13F | 联合规划公司 | 25,508 | 2.54 | 4,680 | 9.04 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 98,049 | 17,989 | ||||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 421,197 | 1.19 | 70,748 | 6.34 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 111,265 | 9.04 | 20,414 | 15.98 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 33,034 | 4.96 | 5,940 | 8.93 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 592 | 7.05 | 109 | 80.00 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 118 | 7.27 | 22 | 16.67 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 7,132 | 0.56 | 1,309 | 6.95 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 266,496 | 2.45 | 49 | 9.09 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,044 | 116.27 | 1,267 | 124.47 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 16,034 | 0.18 | 2,941 | 6.56 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 6,113 | 1.02 | 1,121 | 15.09 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 8,234,071 | 27.99 | 1,511 | 36.16 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 24 | 4 | ||||||
| 2025-08-14 | 13F | 启发信托公司，Na | 18,400 | 12.20 | 3,376 | 19.30 | ||||
| 2025-08-19 | NP | DAVPX - 达文波特核心基金 | 153,815 | 3.06 | 28,220 | 9.61 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 8,015 | 14.14 | 1,471 | 21.39 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 1,570 | 288 | ||||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 4,688 | 8.24 | 860 | 15.90 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 2,705 | 96.73 | 454 | 107.31 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 156 | 6.85 | 29 | 12.00 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 53,522 | 480.00 | 9,820 | 517.16 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘核心 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 | 1,804 | 8.28 | 303 | 13.91 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 453,700 | 33.95 | 83,240 | 42.47 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 166,554 | 136.00 | 30,558 | 151.00 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 6,336 | 121.69 | 1,162 | 135.70 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 2,556 | 6.72 | 469 | 13.32 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 1,825,631 | 15.60 | 335 | 22.79 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 13,595 | 1.30 | 2,494 | 7.78 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 4,419 | 14.93 | 811 | 22.17 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 34,376 | 34.93 | 6,307 | 43.51 | ||||
| 2025-08-22 | NP | QVG2Q - 成长型投资组合投资者类别 | 655,900 | 2.45 | 120,338 | 8.97 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 2,293 | 4.75 | 385 | 10.32 | ||||
| 2025-08-11 | 13F | 信托银行 | 7,663 | 6.09 | 1,406 | 12.85 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 2,556 | 2.16 | 469 | 8.58 | ||||
| 2025-08-27 | 13F | 蒙罗合伙公司 | 287,765 | 52,796 | ||||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 1,513,558 | 23.08 | 277,692 | 30.90 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 1,249 | 3.31 | 229 | 10.10 | ||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 3,482 | 10.36 | 639 | 17.46 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 2,073 | 13.78 | 380 | 21.02 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 665,417 | 168.33 | 122,084 | 185.40 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,572 | 697.97 | 283 | 729.41 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 46,579 | 5.11 | 8,546 | 11.79 | ||||
| 2025-07-21 | 13F | 乐凯资产管理有限公司 | 5,859 | 1,075 | ||||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 79,010 | 45.66 | 14 | 55.56 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 507,169 | 94.17 | 91,189 | 101.53 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 5,901 | 6.57 | 1,083 | 13.30 | ||||
| 2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 64,345 | 2.62 | 11,805 | 9.14 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 17,455 | 15.05 | 3,203 | 22.35 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 76,279 | 2.98 | 13,995 | 9.52 | ||||
| 2025-07-24 | 13F | 康宁公司 | 27,816 | 0.93 | 5,103 | 7.36 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 4,336 | 70.91 | 795 | 81.92 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 266,289 | 19.12 | 48,856 | 26.69 | ||||
| 2025-07-22 | 13F | 运行橡树资本有限责任公司 | 96,530 | 1.06 | 17,710 | 7.49 | ||||
| 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 | 70,338 | 7.27 | 12,647 | 11.34 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多重管理收益/股票投资组合 1 级 | 1,708 | 39.66 | 295 | 61.54 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 12,941 | 2.99 | 2,374 | 9.55 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 7 | 250.00 | 1 | |||||
| 2025-08-08 | 13F | IMA 财富公司 | 254 | 1.60 | 47 | 6.98 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 6,747 | 1,238 | ||||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 46,200 | 67.39 | 8,476 | 78.03 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 2,739 | 2.51 | 500 | 12.39 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 40,032 | 116.95 | 7,345 | 130.80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 40,153 | 10.18 | 7,367 | 15.71 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 1,693 | 311 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | 147,131 | 6.10 | 26,994 | 12.85 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 10,115 | 1.40 | 1,856 | 7.85 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 30,200 | 1,108.00 | 5,541 | 1,185.38 | |||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 7,600 | 123.53 | 1,394 | 137.88 | |||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 80 | 280.95 | 13 | 333.33 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 1,363 | 250 | ||||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 183,247 | 1.06 | 32,948 | 4.89 | ||||
| 2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 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 | 135,887 | 15.08 | 22,825 | 20.93 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 15,883 | 15.25 | 2,914 | 22.55 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类 | 123,695 | 58.18 | 22,694 | 68.24 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 1,122 | 206 | ||||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 5,081,524 | 0.86 | 932,307 | 7.27 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 2,332 | 63.08 | 428 | 73.58 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,720 | 4.93 | 2,517 | 11.62 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 598,726 | 383.71 | 109,848 | 414.49 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 705,500 | 0.86 | 129,438 | 7.28 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 16 | 166.67 | 3 | 100.00 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 6,228 | 10.74 | 1,143 | 17.73 | ||||
| 2025-07-24 | 13F | 支付宝证券公司 | 11 | 22.22 | 2 | 100.00 | ||||
| 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 | 247,700 | 8.05 | 41,606 | 13.55 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 363 | 67 | ||||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 20,520 | 434.51 | 3,765 | 468.58 | ||||
| 2025-08-15 | NP | PY - 主要股东收益率指数 ETF | 11,244 | 142.80 | 2,063 | 225.75 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 370,257 | 43.35 | 67,931 | 52.47 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 66 | 8.20 | 12 | 10.00 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 656 | 42.92 | 120 | 51.90 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 81,827 | 0.14 | 15,013 | 6.53 | ||||
| 2025-06-18 | NP | NWHVX - 全国日内瓦中盘成长基金 A 类 | 35,726 | 1.50 | 6,001 | 6.67 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 33,852 | 7.70 | 6,211 | 14.53 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 11,140 | 54.32 | 2,044 | 64.10 | ||||
| 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 | 77,554 | 16.07 | 13,944 | 20.48 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 122,292 | 110.85 | 22,437 | 124.26 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 3,159 | 2.13 | 580 | 8.63 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 3,165 | 1.51 | 581 | 8.01 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 1,172 | 215 | ||||||
| 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 | 60,023 | 2.29 | 10,082 | 7.51 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 9,112,425 | 2.78 | 1,671,857 | 9.32 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 810,624 | 29.02 | 145,750 | 33.92 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 51,361,637 | 1.96 | 9,423,320 | 8.44 | ||||
| 2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 11,663 | 7.74 | 2,140 | 14.57 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 216,567 | 5.80 | 39,734 | 12.53 | ||||
| 2025-08-27 | NP | 中证国际-卡尔弗特平衡基金A类 | 84,000 | 12.45 | 15,411 | 19.60 | ||||
| 2025-08-14 | 13F | 投资公司 | 188,210 | 7.62 | 34,531 | 14.47 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 110,101 | 45.00 | 20,200 | 54.22 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 1,649 | 16.37 | 302 | 23.77 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 29,386 | 4.82 | 5,391 | 11.48 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 39,332 | 7.74 | 7,072 | 11.81 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 1,165 | 214 | ||||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 296 | 8.03 | 0 | |||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 729 | 0.28 | 132 | 3.15 | ||||
| 2025-08-28 | NP | INFL - Horizon Kinetics 通胀受益人 ETF | 337,790 | 7.35 | 61,974 | 14.18 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 10,871 | 10.89 | 1,995 | 17.92 | ||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | 1,068,406 | 4.73 | 195,997 | 11.36 | ||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 169 | 13.42 | 27 | 17.39 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 7,497 | 6.11 | 1,366 | 23.98 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 6,061 | 0.80 | 1,112 | 7.23 | ||||
| 2025-08-14 | 13F | Xponance公司 | 88,009 | 9.99 | 16,147 | 16.98 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 537 | 90 | ||||||
| 2025-07-09 | 13F | 捷克国家银行 | 140,162 | 6.21 | 25,716 | 12.96 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 3,500 | 118.75 | 642 | 132.61 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 2 | 0 | ||||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 12,461 | 3.78 | 325 | 0.93 | ||||
| 2025-08-06 | 13F | 可持续洞察资本管理有限责任公司 | 11,809 | 2,167 | ||||||
| 2025-07-10 | 13F | 布鲁克林 FI 有限责任公司 | 1,397 | 256 | ||||||
| 2025-08-04 | 13F | 特瑞尔兄弟公司 | 1,376 | 2.99 | 252 | 9.57 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 21,213 | 27.90 | 3,892 | 36.05 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 195,508 | 0.56 | 35,870 | 6.95 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 13,523 | 3.54 | 2,481 | 10.12 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 6,024 | 11.85 | 1,105 | 18.95 | ||||
| 2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 138,461 | 7.23 | 25,403 | 14.04 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 2,800 | 81.58 | 514 | 124.02 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 56,034 | 7.71 | 10 | 25.00 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 8,895 | 238.73 | 1,632 | 260.84 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 6,026 | 9.54 | 1,106 | 16.56 | ||||
| 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 | 262,512 | 1.43 | 44,094 | 6.60 | ||||
| 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 | 2,282 | 27.34 | 419 | 35.28 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 4,893 | 14.24 | 898 | 28.69 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,369 | 8.39 | 230 | 13.93 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 18,745 | 144.65 | 3,439 | 160.33 | ||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 1,173 | 215 | ||||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 222 | 33.73 | 41 | 42.86 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 237,806 | 0.08 | 43,630 | 6.44 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 3,383 | 0.68 | 621 | 7.08 | ||||
| 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 | 43,182 | 3.24 | 7,764 | 7.16 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 578,274 | 14.29 | 106,539 | 22.07 | ||||
| 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 | 290,585 | 1.33 | 52,247 | 5.17 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 20,900 | 23.67 | 3,835 | 31.53 | |||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 11,518 | 1.38 | 2,113 | 7.86 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 1,097 | 201 | ||||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 8,094,611 | 2.16 | 1,485,118 | 8.66 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 155 | 28 | ||||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 382,992 | 55.77 | 69,854 | 64.82 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 69,300 | 0.00 | 12,714 | 6.37 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 1,062 | 195 | ||||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 1,464 | 269 | ||||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 477,142 | 5.86 | 87,550 | 12.59 | ||||
| 2025-08-14 | 13F | 达美全球管理有限公司 | 370,701 | 39.11 | 68,013 | 47.96 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 1,945 | 21.49 | 357 | 28.99 | ||||
| 2025-04-28 | NP | GMAEX - GMO 周期性焦点基金 VI 级 | 21,360 | 7.95 | 3,700 | 16.21 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 44,200 | 43.04 | 8,109 | 52.14 | |||
| 2025-08-11 | 13F | 艾睿金融公司 | 19,762 | 1.24 | 3,626 | 7.69 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 10,271 | 8.58 | 1,884 | 15.51 | ||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 14,325 | 94.50 | 2,406 | 104.42 | ||||
| 2025-07-10 | 13F | Threadgill 金融有限公司 | 24,449 | 4,486 | ||||||
| 2025-06-25 | NP | LCLAX - ClearBridge Select 基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 251,100 | 4.62 | 42,177 | 9.95 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 3,313 | 7.01 | 608 | 13.67 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 8,775 | 8.24 | 1,578 | 12.32 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 5,750,304 | 37.02 | 1,055,008 | 45.74 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 57,020 | 575.75 | 10,461 | 618.97 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 1,382 | 2.67 | 254 | 9.05 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 380 | 0.26 | 70 | 6.15 | ||||
| 2025-08-05 | 13F | 德克萨斯银行与信托公司 | 3,371 | 21.78 | 618 | 29.56 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 9 | 2 | ||||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 74 | 80.49 | 14 | 85.71 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 121,693 | 3.24 | 22,327 | 9.80 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 2,187,315 | 3.45 | 401,307 | 10.02 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 39,121 | 18.46 | 7 | 40.00 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 27,421 | 139.32 | 4,930 | 148.49 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 1,875 | 27.38 | 344 | 35.57 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 2,000 | 367 | |||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 15,597 | 12.10 | 2,804 | 16.35 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 766 | 129 | ||||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 7,187 | 3.32 | 1,319 | 9.83 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 172,227 | 0.50 | 28,929 | 5.62 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 4,506 | 198.41 | 827 | 217.69 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 75,783 | 6.11 | 13,904 | 12.86 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 2,055 | 19.96 | 377 | 27.46 | ||||
| 2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 1,212 | 204 | ||||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 46,611 | 1.27 | 8,552 | 7.71 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 8,920 | 1.71 | 1,637 | 8.20 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 41 | 32.26 | 7 | 50.00 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 6,613 | 11.11 | 1,213 | 18.23 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 2,127 | 1.43 | 390 | 8.03 | ||||
| 2025-08-29 | NP | Harris Oakmark ETF Trust - Oakmark 美国大盘股 ETF | 93,365 | 149.65 | 17,130 | 165.52 | ||||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：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 | 55,400 | 3.75 | 10,164 | 10.35 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 190,730 | 1.26 | 34,993 | 7.70 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 66,064 | 18.20 | 12 | 33.33 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 88,878 | 1,949.30 | 16,306 | 2,079.95 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 10,279 | 1.46 | 1,886 | 7.90 | ||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 1,457 | 0.48 | 267 | 6.80 | ||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 93,928 | 1.07 | 17,233 | 7.49 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 29,255 | 9.90 | 5,367 | 16.90 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 25,213 | 2.60 | 4,626 | 9.13 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 225 | 9.76 | 41 | 17.14 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 21,543 | 0.99 | 3,952 | 3.05 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 12,700 | 2,330 | |||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 908,911 | 178.58 | 166,758 | 196.30 | ||||
| 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 | 1,780 | 196.67 | 299 | 331.88 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,604 | 322.11 | 294 | 352.31 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 1,738 | 28.84 | 319 | 37.07 | ||||
| 2025-05-23 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 4,706 | 29.68 | 812 | 74.03 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 639 | 123.43 | 0 | |||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 22,055 | 337.08 | 4,046 | 365.06 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 6,547 | 280.20 | 1,201 | 304.38 | ||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 1,120 | 205 | ||||||
| 2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 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 | 2,786 | 10.73 | 501 | 14.94 | ||||
| 2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 2,640 | 484 | ||||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 376 | 7.43 | 68 | 11.67 | ||||
| 2025-06-25 | NP | EQIN - 哥伦比亚可持续美国股票收益 ETF | 16,644 | 53.01 | 2,796 | 60.82 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 5,212 | 14.00 | 956 | 21.32 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 11,851 | 68.34 | 2,174 | 79.08 | ||||
| 2025-08-07 | 13F | 奥特曼顾问公司 | 12,953 | 1.27 | 2,356 | 9.64 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 6,409 | 0.42 | 1,106 | 16.32 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 886,369 | 6.62 | 161,195 | 13.07 | ||||
| 2025-08-08 | 13F | 坎贝尔迪根财富管理有限责任公司 | 3,929 | 30.23 | 721 | 38.46 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 1,762 | 1.21 | 323 | 7.67 | ||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 3,131 | 38.17 | 574 | 47.18 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 7,737 | 30.36 | 1,420 | 38.71 | ||||
| 2025-08-13 | 13F | Echo45 顾问有限责任公司 | 1,167 | 214 | ||||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 324,546 | 1.13 | 59,544 | 7.56 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 13,541 | 57.25 | 2,503 | 68.48 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 89 | 394.44 | 16 | 433.33 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 301,159 | 0.76 | 54,148 | 4.59 | ||||
| 2025-07-15 | 13F | 退休有限责任公司 | 3,804 | 26.84 | 698 | 33.27 | ||||
| 2025-08-27 | NP | 自由全明星成长基金公司 | 10,520 | 1,930 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华价值基金标准级 | 115,714 | 21,230 | ||||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 268 | 0.37 | 49 | 6.52 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 31,622 | 5.54 | 5,802 | 12.25 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 4,343 | 797 | ||||||
| 2025-04-25 | NP | VCULX - 成长基金 | 4,838 | 7.37 | 838 | 71.72 | ||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 3,260 | 0.06 | 598 | 6.60 | ||||
| 2025-07-08 | 13F | 金石金融集团有限公司 | 1,861 | 48.41 | 341 | 57.41 | ||||
| 2025-07-11 | 13F | 港湾资本顾问有限公司 | 29,605 | 8.73 | 5,380 | 17.93 | ||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 2,166 | 1.03 | 397 | 7.59 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 3,561 | 0.65 | 652 | 6.72 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 43,751 | 0.14 | 8,027 | 6.50 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 63,909 | 0.45 | 11,491 | 4.26 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 61,876 | 10.06 | 10,393 | 15.67 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 2,743 | 4.89 | 461 | 10.31 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 577,279 | 0.94 | 105,913 | 7.36 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 3,293 | 18.58 | 604 | 26.10 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 29,310 | 0.28 | 5,378 | 6.67 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 184 | 10.18 | 0 | |||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 1,537 | 282 | ||||||
| 2025-07-28 | NP | SPLV - Invesco S&P 500 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 | 490,349 | 3.43 | 88,165 | 7.35 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 175,140 | 2.63 | 32,132 | 9.15 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 187,934 | 2.83 | 33,791 | 6.73 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 3,723 | 8.01 | 683 | 14.98 | ||||
| 2025-07-02 | 13F | 挪威储蓄银行 | 16,058 | 2.48 | 2,946 | 8.99 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理收益投资组合 1 级 | 644 | 41.85 | 111 | 65.67 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 253,713 | 2.71 | 46,549 | 9.24 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 18,200 | 766.67 | 3,339 | 822.38 | |||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 50,308 | 9.64 | 9,230 | 16.61 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 18,396 | 0.80 | 3,375 | 7.21 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 2,074 | 35.73 | 381 | 44.49 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 7,407 | 2.90 | 1,359 | 9.43 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 330,600 | 42.56 | 60,655 | 51.63 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 140,380 | 53.66 | 25,756 | 63.43 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 345,200 | 2.16 | 63,334 | 8.66 | |||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 47 | 8 | ||||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 6 | 1 | ||||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 237,738 | 2.97 | 44 | 10.26 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 14,729 | 24.53 | 2,702 | 32.45 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 392 | 41.01 | 71 | 51.06 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 20,100 | 179.17 | 3,688 | 196.86 | ||||
| 2025-08-13 | 13F | 第1832章 | 751,010 | 6,522.66 | 137,788 | 6,944.33 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 199,357 | 36,576 | ||||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 733,753 | 8.34 | 135 | 15.52 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 3,681 | 16.34 | 675 | 23.85 | ||||
| 2025-08-21 | NP | THMZ-Lazard股票大趋势ETF | 3,843 | 705 | ||||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 2,119 | 4.54 | 389 | 11.17 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 108,467 | 1.39 | 19,801 | 7.25 | ||||
| 2025-07-24 | 13F | 东方银行 | 177,751 | 59.63 | 32,612 | 69.78 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 1,996 | 5.27 | 366 | 11.93 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 11,941 | 2 | ||||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 1,745 | 293 | ||||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 121,179 | 2.98 | 22,233 | 9.53 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 204,353 | 1.95 | 37,493 | 8.43 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,064,814 | 0.67 | 191,454 | 4.49 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 472 | 430.34 | 79 | 558.33 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 15,226 | 0.50 | 2,794 | 6.89 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 2,112 | 3.43 | 388 | 9.94 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 5,957 | 1,093 | ||||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 24,600 | 1.18 | 4,625 | 10.28 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 239,810 | 3.97 | 43,998 | 10.58 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 1,145 | 210 | ||||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 25,094 | 0.74 | 4,604 | 7.15 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 1,587 | 9.45 | 291 | 16.40 | ||||
| 2025-07-21 | 13F | 111资本 | 6,755 | 1,239 | ||||||
| 2025-07-18 | 13F | 美国金融组合公司 | 3,640 | 668 | ||||||
| 2025-08-14 | 13F | 西特投资联营公司 | 50,635 | 1.62 | 9 | 12.50 | ||||
| 2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 945 | 173 | ||||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 24,428 | 2.45 | 4,103 | 7.69 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 370,465 | 5.25 | 62,227 | 10.61 | ||||
| 2025-08-25 | NP | ANWPX - 新视角基金A类 | 256,711 | 52.27 | 47,099 | 111.46 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 29,575 | 10.66 | 5,426 | 17.70 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 821,559 | 21.39 | 150,731 | 29.11 | ||||
| 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 | 14,326 | 35.86 | 2,576 | 41.02 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 10,121 | 35.47 | 1,700 | 42.38 | ||||
| 2025-08-12 | 13F | 主要管理 ETF Advisors, LLC | 5,864 | 1.66 | 1 | |||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 15,928 | 21.32 | 2,922 | 29.06 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 66,891 | 459.62 | 12,272 | 495.44 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 47,772 | 8,765 | ||||||
| 2025-08-08 | 13F | 菲埃拉资本公司 | 51,064 | 16.50 | 9,369 | 23.90 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 40,503 | 30.50 | 7,431 | 38.82 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 39,639 | 7,273 | ||||||
| 2025-08-06 | 13F | 西蒙斯银行 | 31,843 | 0.87 | 5,842 | 7.29 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 9,150 | 47.06 | 1,679 | 56.38 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 1,442 | 265 | ||||||
| 2025-07-31 | 13F | 拉扎德兄弟管理公司 | 424,772 | 2.42 | 78 | 8.45 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 1,344 | 247 | ||||||
| 2025-07-24 | NP | FEGKX - 富达股票增长K6基金 | 14,262 | 17.27 | 2,564 | 21.75 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 243,846 | 126.01 | 43,844 | 256.97 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 123,358 | 1.40 | 20,720 | 6.57 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 13,628 | 9.82 | 2,500 | 16.82 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 17,317 | 109.75 | 3,177 | 123.10 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 3,104 | 8.12 | 564 | 13.94 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 3,401 | 11.80 | 624 | 18.89 | ||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 3,078 | 0.92 | 565 | 7.22 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 13,003 | 28.64 | 2,243 | 48.94 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 20 | 233.33 | 4 | 200.00 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,329 | 3.64 | 5,453 | 7.58 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 50,107 | 3.04 | 9,193 | 9.60 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 222,441 | 0.83 | 40,811 | 7.24 | ||||
| 2025-08-13 | 13F | DL卡尔森投资集团公司 | 15,799 | 0.28 | 2,899 | 6.66 | ||||
| 2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 1,982 | 1.54 | 364 | 8.04 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 131,042 | 1.81 | 24,042 | 8.29 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,471 | 2.53 | 6,126 | 7.76 | ||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 107 | 16.30 | 20 | 26.67 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 15,168 | 16.53 | 2,727 | 20.98 | ||||
| 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 | 22 | 15.79 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 2,320 | 43.92 | 426 | 52.88 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 67,280 | 88.34 | 12,340 | 100.18 | ||||
| 2025-08-26 | NP | AVERX - 施瓦茨价值聚焦基金 | 14,000 | 75.00 | 2,569 | 86.09 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 15,556 | 37.63 | 2,854 | 46.43 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 22,790 | 3.00 | 4,181 | 9.56 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 920,303 | 80.45 | 169 | 93.10 | ||||
| 2025-07-08 | 13F | 信托基金 | 148,385 | 27,218 | ||||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 23,197 | 4,256 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 430 | 2.87 | 79 | 8.33 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 209,823 | 14.92 | 38,496 | 22.23 | ||||
| 2025-05-02 | 13F | BluePointe资本管理有限责任公司 | 1,259 | 217 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 73,115 | 5.74 | 13,414 | 12.47 | ||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 2,904 | 539 | ||||||
| 2025-08-26 | NP | VHIAX - 摩根大通成长优势基金 A 类 | 437,072 | 80,190 | ||||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 126 | 23 | ||||||
| 2025-08-28 | NP | 北极光可变信托 - 贝恩资本股票机会基金 2 类股份 | 2,373 | 97.59 | 435 | 110.14 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 9,907 | 6.31 | 1,818 | 13.07 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 1,620 | 8.72 | 297 | 15.56 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 39,499 | 9.38 | 6,313 | 15.35 | ||||
| 2025-07-08 | 13F | 疯狂河投资者 | 7,695 | 2.33 | 1,412 | 8.79 | ||||
| 2025-07-22 | 13F | 图 8 投资策略有限责任公司 | 4,915 | 902 | ||||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 53,941 | 5.68 | 9,897 | 12.40 | ||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,991 | 4.58 | 1,833 | 11.29 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 17,316 | 7.39 | 3,177 | 14.20 | ||||
| 2025-08-25 | NP | SDVGX - Sit 股息增长基金 - I 类 | 12,975 | 2.98 | 2,381 | 9.53 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -9 | -96.89 | ||||||
| 2025-08-25 | NP | EVTMX - Eaton Vance Dividend Builder Fund A 类 | 108,200 | 8.20 | 19,851 | 15.08 | ||||
| 2025-08-14 | 13F | Sycale 顾问（纽约）有限责任公司 | 109,102 | 12.30 | 20,017 | 19.44 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 209,811 | 3.93 | 38,494 | 10.54 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 5,087 | 1.23 | 933 | 7.74 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 16,282,008 | 1.99 | 2,987,260 | 8.47 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 1,838 | 8.37 | 317 | 25.79 | ||||
| 2025-05-21 | NP | STCE - 嘉信加密主题 ETF | 6,565 | 0.61 | 1,132 | 16.46 | ||||
| 2025-07-18 | 13F | 罗格科，Lp | 4,338 | 18.78 | 796 | 26.39 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 5,931 | 16.52 | 1,088 | 24.06 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 835 | 153 | ||||||
| 2025-07-24 | NP | BMCIX - 贝莱德机构高股票收益基金 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 | 73,024 | 31.70 | 13,130 | 36.69 | ||||
| 2025-06-18 | NP | NWAPX - 全国梅隆纪律价值基金鹰级 | 52,898 | 186.63 | 8,885 | 201.29 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 215,987 | 5.94 | 39,627 | 12.68 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 143,814 | 4.35 | 24,156 | 9.67 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 282,254 | 15.76 | 51,785 | 23.12 | ||||
| 2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 2,178 | 2.35 | 400 | 8.72 | ||||
| 2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 8,019 | 38.76 | 1,347 | 49.56 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 2,157 | 24.75 | 396 | 32.55 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 39,900 | 2.44 | 7,320 | 8.94 | ||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 7,097 | 1,302 | ||||||
| 2025-08-11 | 13F | 其他财富有限责任公司 | 4,025 | 2.68 | 738 | 9.17 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 7,948 | 1,458 | ||||||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 792,472 | 2.87 | 145,351 | 9.34 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 2,810,249 | 15.47 | 516 | 22.91 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 21,703 | 75.49 | 3,982 | 86.64 | ||||
| 2025-08-25 | NP | 股票投资组合 - 股票投资组合 | 70,973 | 25.57 | 13,021 | 33.56 | ||||
| 2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 1,355 | 3.20 | 249 | 9.73 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 14,326 | 47.07 | 2,628 | 56.43 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 3,465 | 4.71 | 623 | 8.73 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 2,206 | 11.02 | 405 | 18.13 | ||||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | 45,045 | 8,264 | ||||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,422 | 7.29 | 1,334 | 11.35 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 3,463 | 26.62 | 635 | 34.82 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 3,243 | 9.45 | 595 | 16.24 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 19,800 | 112.90 | 3,633 | 126.43 | ||||
| 2025-07-24 | 13F | 桦木资本管理有限责任公司 | 30,010 | 0.04 | 5,506 | 6.40 | ||||
| 2025-07-16 | 13F | 老虎橡树管理有限公司 | 8,431 | 12.49 | 1,547 | 19.66 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 261 | 4.82 | 44 | 10.26 | ||||
| 2025-07-16 | 13F | Embree金融集团 | 5,108 | 2.16 | 937 | 8.70 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 11,920 | 7.26 | 2 | 100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 1,346 | 0.15 | 247 | 6.49 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 24 | 4 | ||||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 34 | 6 | ||||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 100 | 488.24 | 18 | 800.00 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 77,217 | 6.35 | 12,970 | 40.29 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 14,593 | 4.86 | 2,451 | 10.21 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 50,165 | 60.64 | 9,204 | 70.87 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 564,275 | 3.35 | 103,528 | 9.93 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 3,382 | 2.64 | 620 | 9.15 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 11,220 | 2,059 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 673,263 | 2.78 | 123,524 | 9.32 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 575 | 187.50 | 105 | 228.13 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 32,953 | 7.52 | 6,046 | 14.36 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 12,909 | 2,368 | ||||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 2,964 | 59.87 | 544 | 70.22 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 21,206 | 7.50 | 3,891 | 14.34 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 2,575 | 6.01 | 472 | 12.65 | ||||
| 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 | 51,616 | 40.37 | 9,281 | 45.71 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 17,613 | 5.44 | 3,231 | 12.15 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 15,422 | 24.61 | 2,829 | 32.57 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 1,264 | 7.57 | 232 | 14.36 | ||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 112,772 | 254.01 | 20,690 | 276.52 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 23,719 | 29.25 | 4,265 | 43.86 | ||||
| 2025-08-26 | NP | FMSGX - Frontier MFG 全球可持续基金机构类别股票 | 5,213 | 58.74 | 956 | 68.90 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 4,768 | 222.38 | 875 | 242.75 | ||||
| 2025-08-08 | 13F | 创意策划 | 174,520 | 1.35 | 32,019 | 7.79 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘价值 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,715 | 83.18 | 792 | 92.46 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 4,425 | 812 | ||||||
| 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 | 39,804 | 10.32 | 6,686 | 15.94 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 103,206 | 18.48 | 19 | 20.00 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 294,112 | 19.67 | 53,961 | 27.28 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 18,485 | 30.11 | 3,391 | 38.41 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 47,194 | 1.22 | 6,486 | 8.30 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 4,959 | 23.76 | 910 | 31.55 | ||||
| 2025-07-29 | 13F | 诺瓦资本管理有限公司 | 68,092 | 0.80 | 12,493 | 7.21 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 11,273 | 17.44 | 2,027 | 21.90 | ||||
| 2025-08-14 | 13F | 索罗斯资本管理公司 | 29,249 | 39.24 | 5,366 | 48.11 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 4,647 | 23.13 | 853 | 30.88 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 428,440 | 6.67 | 78,606 | 13.45 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 151 | 28 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 12,713 | 25.00 | 2,332 | 32.95 | ||||
| 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 | 12,764 | 5.91 | 2,342 | 12.66 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 7,577 | 4.96 | 1,390 | 11.65 | ||||
| 2025-08-08 | 13F | 安全金融服务公司 | 2,365 | 17.96 | 434 | 25.51 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 3,510,634 | 4.08 | 644,096 | 10.70 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 7,847 | 4.93 | 1,318 | 10.29 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 2,646 | 15.90 | 486 | 21.86 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 16,225 | 128.84 | 2,977 | 143.34 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 52 | 36.84 | 10 | 50.00 | ||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 2,486 | 447 | ||||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 2,665 | 3.98 | 489 | 10.63 | ||||
| 2025-08-14 | 13F | 斯凯全球管理有限公司 | 25,200 | 200.00 | 4,623 | 219.05 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 18,159 | 13.76 | 3 | 50.00 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 554 | 28.84 | 93 | 36.76 | ||||
| 2025-07-30 | 13F | 盖布尔斯资本管理公司 | 250 | 100.00 | 46 | 114.29 | ||||
| 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 | 200,885 | 18.95 | 36,856 | 26.51 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 52,505 | 61.44 | 9,173 | 77.84 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 25,517 | 43.87 | 4,682 | 53.02 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 1,310 | 0.15 | 240 | 6.67 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 9,655 | 0.43 | 1,771 | 6.82 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 1,285 | 18,257.14 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 2,140,582 | 39.03 | 392,733 | 47.87 | ||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 140,959 | 0.35 | 25,862 | 6.74 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 929,022 | 1.88 | 170,448 | 8.36 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 196,204 | 1,436.81 | 32,956 | 1,515.49 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC。 | 5,255 | 964 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,056 | 10.48 | 370 | 14.60 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 594 | 32.29 | 0 | |||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 58,416 | 1.51 | 10,718 | 7.96 | ||||
| 2025-08-14 | 13F | 和谐资产管理有限公司 | 14,177 | 1.44 | 2,601 | 7.88 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 51 | 2.00 | 9 | 12.50 | ||||
| 2025-06-26 | NP | TGDIX - TCW 相对价值大盘基金 I 类 | 97,168 | 2.75 | 16,321 | 7.99 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 193,648 | 1.82 | 35,517 | 8.30 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 2,774 | 13.74 | 509 | 21.19 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 59,293 | 4.11 | 10,878 | 10.73 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,235 | 129.98 | 222 | 138.71 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 236,817 | 334.50 | 43 | 377.78 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 9,165 | 16.89 | 1,539 | 22.83 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 9,560 | 1,754 | ||||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 10,159 | 0.50 | 1,706 | 5.63 | ||||
| 2025-06-25 | NP | ALIBX - 阿尔卑斯山 |史密斯平衡机会基金投资者类别 | 525 | 11.70 | 88 | 17.33 | ||||
| 2025-08-27 | NP | 伊顿万斯增强股票收益基金 | 76,734 | 21.88 | 14,078 | 29.63 | ||||
| 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 | 2,793,310 | 29.75 | 512,489 | 38.00 | ||||
| 2025-07-30 | 13F | 罗斯柴尔德资本合伙人有限责任公司 | 1,220 | 224 | ||||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 250,261 | 0.16 | 45,915 | 6.53 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 1,278 | 1.67 | 234 | 8.33 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 24,111 | 1.10 | 4,424 | 7.54 | ||||
| 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 | 187,231 | 0.18 | 31,449 | 5.29 | ||||
| 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 | 63,524 | 29.58 | 11,655 | 37.82 | ||||
| 2025-06-25 | NP | CFLGX - ClearBridge 战术股息收入基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,510 | 123.58 | 4,285 | 135.00 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 4,373 | 84.75 | 802 | 96.57 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 10,072 | 0.93 | 1,848 | 7.32 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 3,263 | 10.54 | 599 | 17.49 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 2,070 | 2.22 | 380 | 8.60 | ||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 46,031 | 7,732 | ||||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 831,758 | 1.65 | 152,603 | 8.11 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 5,788 | 35.87 | 1,062 | 44.55 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 30,600 | 20.95 | 5,614 | 28.64 | |||
| 2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 12,734 | 0.28 | 2,336 | 6.67 | ||||
| 2025-07-24 | NP | FMFMX - 富达顾问系列股票增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,700 | 10.27 | 14,869 | 14.45 | ||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 1,722 | 2.07 | 316 | 8.25 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 856 | 12.63 | 157 | 19.85 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 4,386 | 22.86 | 805 | 30.73 | ||||
| 2025-08-05 | 13F | 日内瓦资本管理有限公司 | 144,323 | 3.28 | 26,479 | 9.85 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 2,157 | 33.31 | 396 | 41.58 | ||||
| 2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 25,024 | 3,192.63 | 4,203 | 3,373.55 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 148,899 | 10.56 | 25,011 | 16.20 | ||||
| 2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 1,202 | 202 | ||||||
| 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 | 55,918 | 1.77 | 10,259 | 8.25 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 62,048 | 27.82 | 11,384 | 35.95 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 | 3,283 | 33.35 | 566 | 54.64 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 5,150 | 1.82 | 945 | 8.26 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 2,358,355 | 8.20 | 432,687 | 15.08 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 18,334 | 3,080 | ||||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 3,975 | 19.48 | 729 | 27.23 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 14,971 | 7.69 | 2,747 | 14.51 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Janus 专注增长投资组合 1 级 | 44,606 | 7.09 | 7,492 | 12.54 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 36,229 | 63.02 | 7 | 100.00 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 96,843 | 0.43 | 17,768 | 6.81 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 6,286,302 | 5.77 | 1,153,348 | 12.50 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 1,465 | 269 | ||||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 5,654 | 23.15 | 1,037 | 31.10 | ||||
| 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 | 791,022 | 11.55 | 145,129 | 18.64 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 1,648 | 302 | ||||||
| 2025-08-13 | 13F | 格莱斯顿资本管理有限公司 | 613,854 | 5.05 | 112,624 | 11.73 | ||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 133 | 12.71 | 24 | 20.00 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 29,908 | 2.06 | 5,487 | 8.55 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 45,090 | 4.30 | 7,778 | 20.76 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 80,795 | 522.65 | 14,823 | 562.33 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 45,021 | 1.55 | 8 | 14.29 | ||||
| 2025-06-25 | NP | WWLAX - Westwood 质量价值基金 A 类股票 | 26,837 | 4,508 | ||||||
| 2025-08-13 | 13F | 奥西亚姆 | 271,023 | 2,078.82 | 49,725 | 2,218.14 | ||||
| 2025-06-25 | NP | BKCG——纽约梅隆银行集中增长ETF | 19,188 | 3,223 | ||||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 3,703 | 12.93 | 679 | 20.18 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 1,702 | 1.79 | 312 | 8.33 | ||||
| 2025-07-30 | NP | RFFC - RiverFront 动态美国 Flex-Cap ETF | 2,033 | 7.00 | 366 | 10.94 | ||||
| 2025-08-08 | 13F | Lgt 资本合伙有限公司 | 232,633 | 6.57 | 42,681 | 13.35 | ||||
| 2025-08-11 | 13F | 卢卡斯山管理有限公司 | 7,616 | 1,397 | ||||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 12,056 | 6.15 | 2,168 | 10.17 | ||||
| 2025-08-08 | 13F | L & S 顾问公司 | 9,159 | 1.73 | 1,680 | 8.18 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 345,203 | 42.24 | 63,340 | 51.31 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 3,639 | 2.88 | 668 | 26.81 | ||||
| 2025-06-25 | NP | BFRE - Westwood LBRTY 全球股票 ETF | 110 | 18 | ||||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,383 | 10.64 | 249 | 14.81 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 3,547 | 0.40 | 651 | 6.73 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 412,581 | 0.66 | 75,696 | 7.06 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 2,621 | 2.18 | 481 | 8.60 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 19,774 | 1.02 | 3,628 | 7.43 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 9,400 | 6.82 | 1,725 | 13.57 | |||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 7,500 | 581.82 | 1,376 | 628.04 | |||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 20,888 | 8.89 | 3,832 | 15.84 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 2,450 | 450 | ||||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 272 | 32.04 | 50 | 40.00 | ||||
| 2025-07-17 | 13F | 生成投资管理有限公司 | 128,681 | 23.14 | 23,609 | 30.97 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 14,594 | 60.73 | 2,678 | 70.95 | ||||
| 2025-08-27 | NP | ARTHX - Artisan 全球股票基金投资者股票 | 27,141 | 43.01 | 4,980 | 52.12 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 6,452 | 12.92 | 1,184 | 20.10 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 16,150 | 12.15 | 2,963 | 19.33 | ||||
| 2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 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 | 13,400 | 2,458 | ||||||
| 2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 55,067 | 95.76 | 9,250 | 105.72 | ||||
| 2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 1,532 | 281 | ||||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 10,449 | 1,917 | ||||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 3,906 | 717 | ||||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 397,297 | 3,273.21 | 72,892 | 3,488.97 | ||||
| 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 | 291,443 | 0.72 | 53,471 | 7.13 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 731,075 | 0.24 | 133,847 | 6.10 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 1,220 | 224 | ||||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 374,598 | 38.70 | 68,727 | 47.52 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 3,987 | 1.17 | 732 | 7.66 | ||||
| 2025-07-29 | 13F | 卡梅尔资本合伙人有限责任公司 | 12,245 | 13.38 | 2,247 | 20.56 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 16,606 | 10.10 | 3,047 | 17.11 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 1,533 | 1.86 | 281 | 8.49 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 572 | 37.50 | 103 | 41.67 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 1,181 | 217 | ||||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 214,700 | 1.95 | 39 | 8.33 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 15,986 | 2.71 | 2,874 | 6.60 | ||||
| 2025-07-29 | 13F | 康芒斯资本有限公司 | 6,120 | 4.60 | 1,123 | 11.20 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 637 | 108.17 | 107 | 120.83 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 80,906 | 13,590 | ||||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 17 | 325.00 | 3 | |||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 22,544 | 13.04 | 4,136 | 20.23 | ||||
| 2025-08-14 | 13F | 斯特恩律师事务所 | 285,546 | 3.00 | 51,036 | 6.72 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 11,845 | 11.69 | 2,173 | 18.81 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 16,306 | 32.44 | 2,739 | 39.20 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | Short | -13,200 | -49 | |||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 245,023 | 2.54 | 44,954 | 9.07 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 38,574 | 297.96 | 7,077 | 323.27 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 3,239,734 | 1,459.93 | 593,356 | 1,556.26 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理增长投资组合 1 级 | 2,840 | 31.54 | 490 | 52.34 | ||||
| 2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 9,094 | 49.08 | 1,668 | 58.56 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,857 | 1.25 | 341 | 7.59 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 2,497 | 10.68 | 419 | 16.39 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 22,551 | 0.14 | 4,137 | 6.51 | ||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 5,417 | 1.82 | 1 | |||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 6,949 | 48.23 | 1,275 | 57.67 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 2,405 | 8.58 | 441 | 15.45 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 96,875 | 3.54 | 17,418 | 7.47 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 87,491 | 6.42 | 15,731 | 10.46 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 166 | 28 | ||||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 95,557 | 15.96 | 17,532 | 23.34 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 6,793 | 0.35 | 1,246 | 6.77 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 173,390 | 41.67 | 31,812 | 50.68 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 15 | 3 | ||||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 47,000 | 2.96 | 8,451 | 6.87 | ||||
| 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 | 193,586 | 2.03 | 32,517 | 7.23 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 29,115 | 8.38 | 5,235 | 12.49 | ||||
| 2025-07-29 | 13F | 乌尔曼普莱斯证券有限责任公司 | 1,601 | 0.06 | 294 | 6.16 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 12,286 | 4.37 | 2,254 | 11.03 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 3,177 | 583 | ||||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 266,494 | 4.52 | 48,894 | 11.17 | ||||
| 2025-08-14 | 13F | 儿童资本管理有限公司 | 20,000 | 3,669 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 118,573 | 7.22 | 21,751 | 14.00 | ||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 52,360 | 25.55 | 9,606 | 33.55 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 65,400 | 61.08 | 11,999 | 71.33 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 4,325 | 726 | ||||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 1,281 | 1.83 | 235 | 8.29 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 1,875 | 344 | ||||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 7,950 | 5.75 | 1,458 | 12.42 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 3,023 | 549 | ||||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 1,332 | 1,524.39 | 244 | 1,642.86 | ||||
| 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 | 12,301 | 1.56 | 2,066 | 6.77 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 1,950 | 10.05 | 358 | 17.05 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 4,553 | 2.45 | 765 | 7.61 | ||||
| 2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 807 | 348.33 | 148 | 377.42 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 4,763 | 12.07 | 874 | 37.91 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 842 | 44.18 | 154 | 54.00 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 207,385 | 6.09 | 38,049 | 12.83 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 1,314 | 10.23 | 241 | 17.56 | ||||
| 2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 1,150 | 74.24 | 211 | 85.84 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 22,105 | 5.70 | 4,056 | 12.42 | ||||
| 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 | 141,927 | 1.56 | 23,839 | 6.73 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 26,400 | 44.26 | 4,844 | 53.45 | ||||
| 2025-07-31 | 13F | Tandem 投资顾问公司 | 808,284 | 2.51 | 148 | 8.82 | ||||
| 2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 6,710 | 1,231 | ||||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 1,324 | 0.30 | 243 | 6.61 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 591,532 | 9.65 | 108,528 | 16.62 | ||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 21,852 | 19.41 | 4,009 | 27.03 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 29,334 | 15.14 | 5,274 | 19.51 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 7,281 | 1,336 | ||||||
| 2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 773,775 | 0.51 | 141,964 | 6.90 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 7,214 | 43.33 | 1,324 | 52.42 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 79,920 | 14,663 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | 8,096,630 | 3.85 | 1,485,512 | 10.45 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 12,100 | 47.56 | 2,220 | 56.93 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 38,720 | 2.13 | 6,504 | 7.33 | ||||
| 2025-07-30 | 13F | 施瓦茨投资顾问公司 | 91,000 | 7.06 | 16,696 | 13.87 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Put | 87,400 | 160.12 | 14,040 | 58.61 | |||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Call | 79,800 | 83.87 | 12,819 | 45.09 | |||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 144 | 26 | ||||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 266,446 | 5.71 | 48,885 | 12.44 | ||||
| 2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 4,253 | 21.97 | 780 | 29.78 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 6,599 | 83.31 | 1,211 | 94.85 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 2,078 | 25.71 | 381 | 33.68 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 817,928 | 9.09 | 150,065 | 16.03 | ||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34 | 21.43 | 6 | 25.00 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 2,404,711 | 0.44 | 441,192 | 21.53 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 35,019 | 1.37 | 6,425 | 7.80 | ||||
| 2025-06-27 | NP | TMAT - 主要主题创新ETF | 5,784 | 1.40 | 972 | 6.59 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 520 | 1.76 | 95 | 7.95 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 538,101 | 13.45 | 98,725 | 20.67 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 37,066 | 0.31 | 6,226 | 5.42 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 2,078 | 16.15 | 381 | 23.70 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 2,254 | 13.95 | 414 | 21.11 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 9,780 | 16.54 | 1,643 | 22.45 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 1,356 | 249 | ||||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 600 | 110 | |||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 1,407,139 | 2.44 | 258,168 | 8.95 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 563 | 40.40 | 103 | 49.28 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 149,914 | 7.61 | 25,181 | 13.10 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 90,581 | 23.40 | 16,619 | 29.59 | ||||
| 2025-08-08 | 13F | KBC 集团 | 202,790 | 5.93 | 37 | 12.12 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 10,295 | 0.78 | 1,889 | 7.15 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 31,863 | 0.89 | 5,846 | 7.29 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 97 | 18 | ||||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 322 | 8.78 | 59 | 15.69 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 1,207 | 5.05 | 221 | 11.62 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 1,621 | 297 | ||||||
| 2025-08-08 | 13F | M&G 有限公司 | 90,435 | 11.49 | 16,550 | 17.93 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 19 | 216.67 | 3 | 200.00 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 1,985 | 13.23 | 364 | 6.74 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 596 | 6.81 | 109 | 13.54 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 18 | 100.00 | 3 | 200.00 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 20,713 | 6.43 | 3,800 | 13.20 | ||||
| 2025-08-13 | 13F | 全球捐赠管理有限合伙人 | 1,426 | 7.38 | 262 | 13.97 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 1,976 | 4.22 | 362 | 10.70 | ||||
| 2025-07-22 | 13F | 希蒙运河信托公司 | 18,071 | 15.17 | 3,315 | 22.51 | ||||
| 2025-05-15 | 13F | Kodai资本管理有限责任公司 | 196,388 | 33,877 | ||||||
| 2025-08-29 | NP | NEFOX - Natixis Oakmark 基金 A 类 | 162,633 | 0.16 | 29,838 | 6.53 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 21 | 4 | ||||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 63,553 | 0.14 | 11,660 | 6.51 | ||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 13,093 | 2,354 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Basic Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,004 | 6.11 | 6,789 | 12.87 | ||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 5,665 | 0.46 | 1,039 | 6.89 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 83 | 14 | ||||||
| 2025-07-18 | 13F | 福布斯律师事务所 | 79,489 | 0.11 | 14,584 | 6.47 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 45,728 | 21.28 | 8,222 | 25.88 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 86,707 | 7.70 | 15,908 | 14.55 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 6,100 | 238.89 | 1,119 | 260.97 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 305,763 | 8.99 | 54,976 | 13.13 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 6,640 | 2.93 | 1,218 | 9.53 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 19,272 | 0.29 | 3,536 | 6.67 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 1,091 | 200 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 1,702,430 | 7.74 | 312,005 | 14.55 | ||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 18,283 | 4.07 | 3,354 | 10.69 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 140,685 | 7.07 | 25,811 | 13.88 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 74 | 57.45 | 0 | |||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 174 | 1,640.00 | 32 | 3,000.00 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 82 | 121.62 | 15 | 133.33 | ||||
| 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 | 18,243 | 2.95 | 3,064 | 8.19 | ||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,282 | 0.45 | 3,647 | 4.26 | ||||
| 2025-08-06 | 13F | 南州公司 | 76,724 | 7.54 | 14,077 | 14.38 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 966 | 31.79 | 177 | 40.48 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 12,689 | 5.42 | 2,328 | 12.14 | ||||
| 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 | 48,176 | 17.69 | 8,662 | 22.17 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 104,737 | 6.68 | 19 | 18.75 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘核心股票投资组合 | 38,239 | 58.67 | 7,016 | 68.75 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 194,066 | 4.83 | 35,552 | 11.10 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 435 | 40.78 | 80 | 49.06 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 4,783 | 15.64 | 878 | 23.00 | ||||
| 2025-04-24 | 13F | 支点资产管理有限公司 | Put | 0 | 399 | |||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 22,166 | 3.19 | 4,067 | 9.74 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 18,061 | 3,313 | ||||||
| 2025-08-13 | 13F | 挪威银行 | 8,408,897 | 1,542,780 | ||||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 1,675 | 307 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 47,556 | 11.02 | 8,725 | 18.08 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 13,449 | 23.83 | 2,467 | 31.71 | ||||
| 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 | 30 | 5 | ||||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 7,258 | 3.38 | 1,332 | 9.91 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 15,662 | 12.55 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 1,668 | 1.21 | 306 | 7.75 | ||||
| 2025-06-25 | NP | HUSV - First Trust Horizon 管理波动性国内 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,886 | 0.43 | 1,829 | 5.54 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 20,216 | 40.43 | 3,709 | 49.38 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 257,568 | 113.67 | 47,256 | 127.59 | ||||
| 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 | 299,444 | 2.81 | 54,939 | 9.35 | ||||
| 2025-07-29 | NP | PRCS-帕纳索斯核心精选 ETF | 11,077 | 138.88 | 2,032 | 154.32 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,509 | 2.31 | 277 | 8.66 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,616 | 21.05 | 291 | 25.54 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 501,142 | 6.01 | 84,177 | 11.41 | ||||
| 2025-06-25 | NP | ASLV - Allspring 特别大价值 ETF | 42,371 | 7,117 | ||||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 2,529 | 18.18 | 464 | 25.47 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 93,213 | 16.83 | 17,109 | 24.30 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 76 | 14 | ||||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 48,124 | 0.48 | 9 | 0.00 | ||||
| 2025-08-05 | 13F | Optimise 咨询服务有限公司 | 1,794 | 3.10 | 329 | 9.67 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -1,168 | 367.20 | -214 | 397.67 | |||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 107,859 | 46.70 | 19,789 | 56.03 | ||||
| 2025-07-31 | 13F | 西密歇根顾问有限公司 | 3,022 | 144.50 | 555 | 160.09 | ||||
| 2025-08-01 | 13F | 莫特科 | 73,960 | 0.94 | 13,670 | 8.17 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 5,996 | 1,085 | ||||||
| 2025-08-14 | 13F | 万城投资管理有限公司 | 123,629 | 16.82 | 23 | 22.22 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 2,624 | 3.59 | 481 | 10.32 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 18 | 3 | ||||||
| 2025-08-28 | 13F/A | 拉瓦卡资本有限公司 | 400 | 100.00 | 73 | 114.71 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 185 | 8.82 | 34 | 17.24 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 587,570 | 70.47 | 107,801 | 81.31 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 46,242 | 2.55 | 8,484 | 9.08 | ||||
| 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 | 1,271,587 | 0.65 | 213,588 | 5.78 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 412,029 | 19.63 | 75,595 | 27.24 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 687,960 | 1.02 | 126,220 | 7.45 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 236,196 | 1.94 | 43,335 | 8.42 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 9,669 | 6.83 | 1,774 | 13.65 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 1,750 | 4.48 | 321 | 11.46 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 55 | 10 | ||||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 40,047 | 13.87 | 7,333 | 20.89 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 22,805 | 14.08 | 4,184 | 35.32 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 4,347 | 1.35 | 798 | 7.85 | ||||
| 2025-06-23 | NP | 伊顿万斯税务管理多元化股权收益基金 | 217,634 | 15.73 | 36,556 | 21.63 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 442,532 | 3.08 | 81,191 | 9.63 | ||||
| 2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 13,446 | 2.30 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 677,583 | 17.14 | 124,316 | 24.59 | ||||
| 2025-07-24 | NP | FDFF - 富达颠覆性金融 ETF | 9,864 | 7.43 | 1,774 | 11.51 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 3,763 | 3.89 | 690 | 10.58 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 5,694 | 18.58 | 1,045 | 26.09 | ||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 1,094 | 201 | ||||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 27,173 | 4,986 | ||||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 11,510 | 2 | ||||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 13,978 | 32.27 | 2,564 | 40.65 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 33,988 | 283.57 | 5,709 | 303.11 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 2,210 | 0.05 | 405 | 6.30 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 53,685,491 | 1.41 | 9,849,677 | 7.86 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 255,402 | 51.81 | 47 | 58.62 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 302 | 22.27 | 55 | 30.95 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 8,809 | 234.18 | 1,616 | 255.95 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 161 | 29 | ||||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 123,436 | 0.44 | 22,194 | 4.25 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 470 | 86 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 7,421 | 31.95 | 1,362 | 40.31 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 253 | 45 | ||||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 1,617 | 24.10 | 297 | 32.14 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 4,071 | 32.56 | 740 | 39.96 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 59,671 | 40.91 | 10,948 | 49.88 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 1,563,534 | 55.63 | 286,862 | 65.52 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 5,983 | 6.76 | 1,098 | 13.56 | ||||
| 2025-08-29 | NP | JVLAX - 约翰汉考克纪律价值基金 A 类 | 577,012 | 2.20 | 105,864 | 8.70 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 39,700 | 33.85 | 7,215 | 39.26 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 421,912 | 28.74 | 77,408 | 36.93 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 27,491 | 1.26 | 5,044 | 7.71 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 9,236 | 19.65 | 1,694 | 27.27 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 46,600 | 106.19 | 8,550 | 119.32 | ||||
| 2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 29,522 | 0.34 | 5,416 | 6.72 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 365 | 11.96 | 67 | 17.86 | ||||
| 2025-07-29 | NP | DREQX - 纽约梅隆银行研究增长基金，Inc. Z 类 | 85,307 | 15,338 | ||||||
| 2025-06-27 | NP | OCFS——Otter Creek 焦点策略 ETF | 1,602 | 269 | ||||||
| 2025-07-31 | 13F | Fedenia 顾问有限公司 | 3,778 | 2.83 | 693 | 9.48 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 8,840 | 23.81 | 1,622 | 31.68 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 124 | 20.39 | 23 | 29.41 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 1,696 | 1.74 | 311 | 8.36 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | 15,862 | 2,910 | ||||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 423,267 | 0.01 | 78 | 5.48 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 1,928,906 | 0.57 | 353,376 | 6.89 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 355,179 | 35.47 | 65,165 | 44.08 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 3,255 | 1.88 | 597 | 8.35 | ||||
| 2025-07-23 | 13F | 公平信托公司 | 30,515 | 0.51 | 5,599 | 6.89 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 51 | 9 | ||||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 6,814 | 0.12 | 1,225 | 3.90 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 590 | 883.33 | 108 | 980.00 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 427 | 13.26 | 78 | 20.00 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 540 | 4.85 | 99 | 12.50 | ||||
| 2025-03-25 | NP | BLACKROCK FUNDS VII, INC. - 贝莱德可持续美国价值股票基金 - K 类股票 | 351 | 56 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 108,477 | 4.78 | 19,902 | 11.45 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 9,050 | 17.72 | 1,627 | 22.24 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 4,154 | 73.37 | 755 | 84.15 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 135 | 25.00 | 25 | 33.33 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 4,614 | 10.97 | 830 | 15.14 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 6,100,917 | 3.21 | 1,119,327 | 9.75 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -250 | -5.30 | -46 | 0.00 | |||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 71,447 | 73.34 | 13,108 | 84.39 | ||||
| 2025-07-08 | 13F | 化学财富管理有限责任公司 | 7,847 | 0.77 | 1,440 | 7.15 | ||||
| 2025-08-08 | 13F | 费尔班克斯资本管理公司 | 9,945 | 6.22 | 1,825 | 12.94 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 5,425 | 995 | ||||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 56,267 | 35.94 | 10,117 | 41.11 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 1,190 | 218 | ||||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 618 | 314.77 | 104 | 347.83 | ||||
| 2025-07-23 | 13F | 普罗菲特古德森公司 | 8,321 | 2.35 | 1,527 | 8.84 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 18,449,797 | 1.60 | 3,384,984 | 8.06 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 6,658 | 49.55 | 1,222 | 59.19 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 30,125 | 6 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 123 | 21 | ||||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 3,424 | 38.90 | 628 | 47.76 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 3,858 | 128.96 | 708 | 143.79 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 169 | 238.00 | 31 | 342.86 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 1,300 | 8.33 | 234 | 12.56 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 634,514 | 0.20 | 116,379 | 6.51 | ||||
| 2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 28 | 3.70 | 5 | 0.00 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 9,873 | 1.83 | 1,811 | 8.31 | ||||
| 2025-06-27 | NP | TWBIX - 平衡基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,704 | 10.55 | 2,806 | 16.15 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 20,350 | 13.06 | 3,659 | 17.32 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 1,512 | 4.28 | 277 | 10.80 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 22,870 | 3.82 | 4,196 | 10.42 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 1,793 | 329 | ||||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 152,541 | 0.03 | 27,987 | 6.39 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 11,445 | 44.84 | 2,082 | 50.91 | ||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 7,438 | 1,365 | ||||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 9,988 | 3.51 | 1,832 | 10.10 | ||||
| 2025-08-14 | 13F | Point72 欧洲（伦敦）有限责任合伙 | 89,300 | 2.64 | 16,384 | 9.17 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 39,000 | 7,155 | |||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 945,779 | 165.73 | 173,522 | 182.63 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 29,100 | 113.97 | 5,339 | 127.54 | |||
| 2025-05-27 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 587 | 0.69 | 101 | 17.44 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 440,726 | 80,860 | ||||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 30 | 11.11 | 6 | 25.00 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 432 | 79 | ||||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 939,079 | 7.49 | 172,293 | 12.88 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 1,240,264 | 0.73 | 227,802 | 7.63 | ||||
| 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 | 825,422 | 8.76 | 148,411 | 12.88 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 7,949 | 25.84 | 1,458 | 33.88 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 1,450 | 51.20 | 266 | 61.21 | ||||
| 2025-07-23 | NP | DBOAX - 纽约梅隆银行平衡机会基金 A 类 | 9,042 | 58.69 | 1,626 | 64.64 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 108,869 | 66.89 | 19,974 | 77.50 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -6,491 | 220.38 | -1,191 | 240.97 | |||
| 2025-08-28 | NP | WBIL - WBI BullBear Quality 3000 ETF | 1,793 | 329 | ||||||
| 2025-03-27 | NP | MSTVX - 晨星另类基金 | -19 | -92.40 | ||||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 44 | 2.33 | 8 | 14.29 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 887 | 285.65 | 163 | 315.38 | ||||
| 2025-07-09 | 13F | 山地资本有限责任公司 | 6,016 | 2.02 | 1,104 | 8.46 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 282 | 52 | ||||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 2,363 | 146.92 | 397 | 160.53 | ||||
| 2025-08-25 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 117 | 62.50 | 21 | 110.00 | ||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 7,289 | 428.19 | 1,311 | 448.12 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 15 | 50.00 | 3 | 100.00 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 364 | 67 | ||||||
| 2025-08-06 | 13F | 延龄草资产管理有限公司 | 272,010 | 12.05 | 49,907 | 19.18 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 18,298 | 0.13 | 3,357 | 6.50 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 48,346 | 6.78 | 8,922 | 14.59 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 638 | 4.76 | 115 | 8.57 | ||||
| 2025-07-21 | 13F | 康士廉财富咨询有限责任公司 | 2,507 | 0.04 | 460 | 6.25 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 18,348 | 8.66 | 3,366 | 15.59 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 12,438,154 | 1.19 | 2,270,657 | 7.49 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 1,891 | 27.60 | 347 | 35.69 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 1,390 | 342.68 | 255 | 507.14 | ||||
| 2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 121,540 | 4.30 | 22,299 | 10.93 | ||||
| 2025-08-25 | NP | LRGG - 麦格理重点大型成长型 ETF | 67,031 | 133.06 | 12,298 | 147.89 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 26,444 | 2.22 | 4,442 | 7.43 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 6 | 1 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 7,251 | 6.88 | 1,218 | 12.27 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 36,400 | 30.00 | 6,678 | 38.26 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 4,124 | 25.20 | 757 | 33.10 | ||||
| 2025-08-06 | 13F | C环球集团控股公司 | 1,652,201 | 29,199.54 | 303 | |||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 2,943 | 1.10 | 540 | 7.37 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 77,987 | 12.08 | 14 | 16.67 | ||||
| 2025-07-25 | NP | MMLG - First Trust 多管理人大型增长 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 | 8,609 | 14.69 | 1,548 | 19.00 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 226,667 | 11.14 | 39,100 | 28.66 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 355 | 11.29 | 60 | 18.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 1,614 | 0.69 | 296 | 7.25 | ||||
| 2025-08-14 | 13F | 德肖公司 | 1,996,216 | 63.36 | 366,246 | 73.75 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,348 | 247 | ||||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 10 | 2 | ||||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 101,226 | 2.07 | 17,003 | 7.26 | ||||
| 2025-08-05 | 13F | 普安特资本管理有限公司 | 4,403 | 0.66 | 808 | 7.03 | ||||
| 2025-08-06 | NP | SQBIX - X-Square 平衡基金有限责任公司机构类别 | 2,433 | 8.18 | 446 | 15.25 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 4,666 | 79.67 | 856 | 91.50 | ||||
| 2025-08-11 | 13F | 科特兰山资本管理有限公司 | 15,420 | 5.75 | 2,829 | 22.31 | ||||
| 2025-07-24 | 13F | Boomfish 财富集团有限责任公司 | 16,747 | 1.94 | 3,073 | 8.44 | ||||
| 2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 4,019 | 4.66 | 737 | 11.33 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 125,789 | 0.16 | 23,079 | 6.53 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 3,300,316 | 0.70 | 605,509 | 7.11 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 460 | 77 | ||||||
| 2025-06-25 | NP | IGLGX - Columbia Select 全球股票基金 A 类 | 68,414 | 15.52 | 11,491 | 21.41 | ||||
| 2025-08-11 | 13F | 奥尼尔全球顾问公司 | 3,114 | 1 | ||||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 480 | 2.35 | 81 | 8.11 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 1,068 | 13.38 | 0 | |||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 825 | 472.92 | 148 | 516.67 |
