机构和基金投资人持股 - 买家
在财捷公司中开设新头寸的主要持有者包括 SurgoCap 合伙公司, Marex 集团, Marex 集团, 城堡胡克合伙公司, TEPLX - Templeton Growth Fund, Inc. A 类, PBCay One RSC 有限公司, AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类, CHTRX - 景顺特许基金 A 类, TEMWX - 邓普顿世界基金 A 级, ADAPT 投资管理公司, 车床资本有限公司, 车床资本有限公司, 银色资本管理有限公司, Bwcp，LP, 淡马锡控股（私人）有限公司, DREQX - 纽约梅隆银行研究增长基金，Inc. Z 类, BASG - 布朗咨询可持续增长ETF, 科图创新战略基金, ADAPT 投资管理公司, 和 EAGL-鹰资本精选股票ETF .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 80,932 | 72.42 | 63,745 | 121.18 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 7,815 | 4.83 | 6,156 | 34.48 | ||||
| 2025-07-31 | 13F | 国民西敏寺集团有限公司 | 13,288 | 10,466 | ||||||
| 2025-07-11 | 13F | Westfuller 顾问有限公司 | 339 | 1.80 | 267 | 30.88 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,008 | 3.38 | 794 | 32.61 | ||||
| 2025-08-28 | NP | QTOP - iShares 纳斯达克前 30 只股票 ETF | 3,002 | 14.06 | 2,364 | 46.29 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 20,000 | 20.48 | 15,753 | 54.55 | |||
| 2025-08-27 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,040 | 985.71 | 2,394 | 1,300.00 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 18,600 | 2.20 | 14,650 | 31.10 | |||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 737 | 7.28 | 581 | 37.44 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 17,800 | 52.14 | 14,020 | 95.17 | |||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 35,000 | 27,567 | ||||||
| 2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,451 | 34.10 | 7,185 | 39.89 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 234,743 | 56.10 | 184,891 | 100.24 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 345 | 272 | ||||||
| 2025-06-25 | NP | LRND - IQ 美国大盘研发领导者 ETF | 64 | 1.59 | 40 | 8.11 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 132,472 | 5.35 | 104,343 | 35.15 | ||||
| 2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 774 | 2.38 | 610 | 31.25 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 839 | 0.36 | 661 | 28.85 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 9,500 | 163.89 | 7,482 | 238.55 | |||
| 2025-08-11 | 13F | 伯克利公司 | 289 | 228 | ||||||
| 2025-08-14 | 13F | 沃尔特拉技术有限公司 | Call | 700 | 551 | |||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 13,670 | 9.40 | 10,767 | 40.36 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 685 | 47.63 | 540 | 89.79 | ||||
| 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 | 412 | 5.10 | 259 | 9.79 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 3,611 | 98.30 | 2,844 | 154.38 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 10,012 | 3.30 | 7,886 | 32.50 | ||||
| 2025-08-28 | NP | RAYD - 瑞联量化发达市场股票ETF | 2,372 | 1,868 | ||||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 278 | 219 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 12 | 9 | ||||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 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 | 73,694 | 10.00 | 55,526 | 35.02 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 10,693 | 8,422 | ||||||
| 2025-08-12 | 13F | 东南资产顾问公司 | 897 | 1.13 | 707 | 29.78 | ||||
| 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 | 6,222 | 5.69 | 4,901 | 35.58 | ||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 2,343 | 3.22 | 1,845 | 32.35 | ||||
| 2025-08-13 | 13F | 玛亚财富有限责任公司 | 278 | 219 | ||||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 41,468 | 4.36 | 32,661 | 33.88 | ||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 3,424 | 2,697 | ||||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 608 | 46.86 | 477 | 87.06 | ||||
| 2025-07-23 | 13F | 德塔鲁斯顾问有限责任公司 | 262 | 206 | ||||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 28 | 22 | ||||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 9,113 | 32.48 | 6,866 | 62.62 | ||||
| 2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 1,015 | 15.60 | 799 | 48.24 | ||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 650 | 9.61 | 512 | 40.66 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 398 | 165.33 | 313 | 243.96 | ||||
| 2025-08-14 | 13F | Ariadne财富管理有限公司 | 867 | 1.40 | 617 | 10.38 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 152,264 | 29.11 | 119,928 | 65.62 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8,644 | 2,077.33 | 6,808 | 2,701.65 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 1,542 | 1.98 | 1,215 | 30.82 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 42 | 33 | ||||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 708 | 3.81 | 558 | 33.25 | ||||
| 2025-07-23 | 13F | Integris 财富管理有限责任公司 | 255 | 201 | ||||||
| 2025-08-11 | 13F | 花旗集团 | 604,606 | 10.82 | 476,205 | 42.16 | ||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 88,116 | 0.05 | 69,403 | 28.35 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 1,320,400 | 4.96 | 1,039,987 | 34.64 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 407,300 | 6.51 | 320,802 | 36.63 | |||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 429 | 6.72 | 338 | 36.99 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 860,698 | 7.99 | 677,912 | 38.53 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 28,275 | 0.91 | 22,270 | 29.45 | ||||
| 2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 13,799 | 45,896.67 | 10,869 | 60,277.78 | ||||
| 2025-08-14 | 13F | 专题财富顾问有限公司 | 6,522 | 0.12 | 5,137 | 28.43 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 290 | 0 | ||||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 1,182 | 931 | ||||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 801 | 12.66 | 631 | 44.50 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 30 | 11.11 | 24 | 43.75 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 6,391 | 46.72 | 5,033 | 83.89 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 7,949 | 504.95 | 6,261 | 676.67 | ||||
| 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 | 139 | 23.01 | 87 | 29.85 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 13 | 44.44 | 10 | 100.00 | ||||
| 2025-08-05 | 13F | 古尔德资产管理有限公司 /ca/ | 282 | 222 | ||||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Growth 股票 ETF | 5,756 | 0.33 | 4,337 | 23.15 | ||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 34 | 13.33 | 26 | 38.89 | ||||
| 2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 1,081 | 19.71 | 851 | 53.61 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 9,844 | 8.71 | 7,753 | 36.23 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 479 | 17.69 | 294 | 15.29 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 26,183 | 0.56 | 20,623 | 29.01 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 345 | 3.92 | 269 | 32.02 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 343 | 270 | ||||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 256 | 202 | ||||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 82,000 | 1.11 | 64,586 | 29.70 | ||||
| 2025-07-30 | 13F | Axecap 投资有限责任公司 | 2,026 | 1,596 | ||||||
| 2025-08-19 | 13F | 财富集团有限公司 | 336 | 0 | ||||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | 574 | 452 | -52.57 | |||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 4,132 | 24.80 | 2,537 | 21.97 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 2,354 | 0.90 | 1,854 | 29.47 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 495,600 | 134.44 | 390,349 | 200.74 | |||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 7,731 | 1.48 | 6,089 | 30.19 | ||||
| 2025-07-29 | 13F | Ifrah 金融服务公司 | 281 | 221 | ||||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 105,863 | 6.15 | 83,381 | 36.18 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 349 | 275 | ||||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 290 | 219 | ||||||
| 2025-08-14 | 13F | 格鲁斯金谢夫联合公司 | 5,251 | 4.50 | 4,136 | 34.04 | ||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 13,000 | 10,239 | ||||||
| 2025-08-26 | NP | 机构投资策略基金 | 24 | 41.18 | 19 | 80.00 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 1,387 | 2.89 | 1,093 | 32.04 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 1,259 | 96.72 | 992 | 152.81 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 26,300 | 9.58 | 20,715 | 40.58 | |||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 1,900 | 850.00 | 1,496 | 1,126.23 | |||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 18,606 | 0.30 | 15 | 27.27 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 9,749 | 14.88 | 7,679 | 47.37 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 229,435 | 4.00 | 180,710 | 33.41 | ||||
| 2025-07-18 | 13F | 九十一北美公司 | 106,904 | 47.16 | 84,201 | 88.78 | ||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 14,487 | 82.32 | 9,090 | 90.21 | ||||
| 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 | 99,837 | 19.80 | 78,635 | 53.68 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -1,380 | 126.97 | -1,087 | 185.79 | |||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 20 | 150.00 | 8 | 16.67 | ||||
| 2025-07-10 | 13F | 值得资产管理有限责任公司 | 1,802 | 1,419 | ||||||
| 2025-07-21 | 13F | 金融委员会资产管理公司 | 274 | 216 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 4,622 | 2.60 | 3,640 | 31.60 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 107 | 50.70 | 84 | 95.35 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,390,682 | 0.03 | 2,670,603 | 28.32 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 137,509 | 16.12 | 108,306 | 48.96 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 111,621 | 14.81 | 87,916 | 47.28 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 4,268 | 2.13 | 3,351 | 27.77 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 146 | 115 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 667 | 180.25 | 525 | 360.53 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 1,294 | 11.65 | 1,019 | 43.32 | ||||
| 2025-08-04 | 13F | 顾问股份投资有限责任公司 | 11,245 | 2.32 | 8,857 | 31.30 | ||||
| 2025-07-24 | NP | FSCSX - 软件和 IT 服务组合 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 | 623,751 | 49.13 | 469,978 | 83.05 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 875,558 | 30.63 | 686,954 | 70.82 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 504 | 15.07 | 397 | 47.58 | ||||
| 2025-08-14 | 13F | L1资本国际有限公司 | 21,733 | 6.93 | 16,278 | 30.44 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 60 | 47 | ||||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 888 | 80.49 | 699 | 131.46 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 41,830 | 1.07 | 32,947 | 29.65 | ||||
| 2025-07-30 | 13F | 基石咨询有限责任公司 | 270 | 213 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 2,511 | 30.85 | 1,892 | 60.66 | ||||
| 2025-07-24 | NP | FSVLX - 消费金融投资组合 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 | 19,257 | 24.24 | 14,510 | 52.50 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 14,571 | 2.02 | 11,477 | 30.87 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 927 | 51.22 | 730 | 94.15 | ||||
| 2025-08-28 | NP | FARYX - Fulcrum多元化绝对回报基金超级机构级 | 64 | 25.49 | 50 | 61.29 | ||||
| 2025-07-23 | 13F | Motiv8 投资有限责任公司 | 2,060 | 11.11 | 1,622 | 42.53 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 505 | 34.67 | 398 | 73.36 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 905 | 713 | ||||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 395 | 5.90 | 311 | 35.81 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 5,052 | 2,400.99 | 3,979 | 3,108.87 | ||||
| 2025-08-21 | NP | TEKY - Lazard 下一代技术 ETF | 1,087 | 856 | ||||||
| 2025-08-12 | 13F | 关闭资产管理有限公司 | 6,623 | 101.43 | 5 | 150.00 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 23 | 14 | ||||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 281,012 | 2.74 | 211,734 | 26.12 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -5,160 | 115.90 | -4,064 | 177.03 | |||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 519 | 15.33 | 409 | 47.83 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 3,087 | 7.45 | 2,431 | 37.81 | ||||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 3,291 | 2,566 | ||||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 1,451,304 | 3.64 | 1,143 | 33.06 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 18 | 14 | ||||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 394 | 310 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 11,786 | 5.26 | 9,284 | 35.05 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 2,394 | 3.59 | 1,885 | 32.93 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 1,007 | 154.94 | 793 | 227.69 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 267,021 | 1.02 | 210,314 | 29.59 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 18 | 14 | ||||||
| 2025-08-04 | 13F | 精明顾问公司 | 3,406 | 7.21 | 2,683 | 37.59 | ||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 2,049 | 0.89 | 1,614 | 26.81 | ||||
| 2025-08-29 | NP | JGLTX - 骏利亨德森全球技术组合服务股票 | 39,856 | 5.04 | 31,392 | 34.74 | ||||
| 2025-07-18 | 13F | 联合银行 | 273 | 215 | ||||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 74,186 | 49.93 | 58,431 | 92.34 | ||||
| 2025-06-26 | NP | MSTRX - 晨星总回报债券基金 | 53 | 33 | ||||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 2,968 | 36.08 | 2,338 | 74.66 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 594 | 0 | ||||||
| 2025-07-28 | NP | VCULX - 成长基金 | 51,192 | 26.54 | 38,572 | 55.33 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 1,638,070 | 2.68 | 1,290,184 | 35.03 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -110 | -87 | |||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI Main Street 基金系列 II | 7,298 | 5,748 | ||||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 4,609 | 12.44 | 3,631 | 44.22 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 大盘精选成长基金 (a) | 208,353 | 56.63 | 164,105 | 100.93 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 4,493,498 | 2.74 | 3,539,217 | 31.80 | ||||
| 2025-08-14 | 13F | 耐用资本合伙公司 | 782,292 | 12.15 | 616,157 | 43.86 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 5,410 | 9.29 | 4,261 | 40.18 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 2,315 | 22.29 | 1,824 | 56.88 | ||||
| 2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 15,710 | 155.82 | 12,374 | 228.20 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 297 | 0 | ||||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 735 | 4.70 | 579 | 34.11 | ||||
| 2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 290 | 228 | ||||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 766 | 11.18 | 604 | 42.55 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 43,274 | 0.29 | 34,084 | 28.64 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 817 | 11.01 | 643 | 42.57 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 1,039 | 818 | ||||||
| 2025-07-25 | NP | TEPLX - Templeton Growth Fund, Inc. A 类 | 130,936 | 98,656 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 72,435 | 10.08 | 45,451 | 14.83 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 987 | 777 | ||||||
| 2025-08-08 | 13F | 金融引力公司 | 3,940 | 20.82 | 3,103 | 51.44 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 363 | 7.72 | 286 | 38.35 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 42,939 | 33,820 | ||||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 82,194 | 6.33 | 64,739 | 36.41 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 28,910 | 7.76 | 18,140 | 12.42 | ||||
| 2025-08-14 | 13F | 道富银行 | 12,724,323 | 1.00 | 10,022,059 | 29.56 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 355,651 | 55.94 | 280,115 | 100.06 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 3,624 | 11.47 | 2,854 | 42.99 | ||||
| 2025-08-29 | NP | CHGX - Stance 可持续 Beta ETF | 1,728 | 535.29 | 1,361 | 734.97 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,975 | 415.67 | 1,556 | 561.70 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 650 | 1.56 | 512 | 30.61 | ||||
| 2025-08-19 | 13F | Marex 集团 | Put | 195,000 | 153,588 | |||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 10,275 | 4.98 | 7,973 | 27.06 | ||||
| 2025-08-19 | 13F | Marex 集团 | 198,139 | 156,060 | ||||||
| 2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 836 | 658 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 50,772 | 9.34 | 39,989 | 40.27 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 41,350 | 5.22 | 32,568 | 34.97 | ||||
| 2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 2,151 | 3.91 | 1,621 | 27.56 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 11,118 | 47.92 | 8,757 | 89.77 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 655,890 | 10.92 | 516,599 | 42.28 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 1,522 | 174.73 | 955 | 186.79 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 487 | 384 | ||||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 18,322 | 10.79 | 13,805 | 36.00 | ||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 30,684 | 0.78 | 24 | 33.33 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 774 | 12.99 | 610 | 45.00 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 5,486 | 72.84 | 4,321 | 121.77 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | Call | 3,000 | 2,363 | |||||
| 2025-08-14 | 13F | Point72香港有限公司 | 4,349 | 3,425 | ||||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,341 | 1.32 | 25,940 | 5.69 | ||||
| 2025-07-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 665 | 939.06 | 501 | 1,184.62 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 35,193 | 5.85 | 27,719 | 35.79 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 355 | 280 | ||||||
| 2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 62,170 | 0.28 | 48,967 | 28.63 | ||||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 344 | 271 | ||||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 50 | 31 | ||||||
| 2025-03-27 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 3,314 | 67.12 | 2,079 | 62.04 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 12 | 100.00 | 9 | 200.00 | ||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 11,915 | 20.27 | 8,978 | 47.62 | ||||
| 2025-08-26 | NP | LEAD - Siren DIVCON 领先股息 ETF | 1,209 | 2.98 | 952 | 32.22 | ||||
| 2025-04-01 | NP | CAML - 国会大盘成长 ETF | 10,699 | 10.03 | 6,436 | 8.44 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 16,038 | 0.87 | 12,632 | 29.40 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 147,828 | 0.57 | 116,434 | 29.01 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 453 | 1.12 | 357 | 29.93 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 1,008 | 12.12 | 794 | 43.92 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 176,068 | 2.54 | 132,662 | 25.87 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,592 | 12.67 | 1,254 | 44.52 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,225 | 10.65 | 24,281 | 35.82 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 306 | 241 | ||||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 754 | 0.80 | 594 | 29.19 | ||||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 19,480 | 15,343 | ||||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 4,864 | 10.19 | 3,831 | 41.37 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | Call | 1 | 18 | |||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 405 | 7.71 | 319 | 38.10 | ||||
| 2025-07-30 | NP | MILN - Global X 千禧一代主题 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,442 | 11.45 | 4,100 | 36.80 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17,468 | 11.48 | 13,750 | 47.00 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 571 | 1.60 | 450 | 30.14 | ||||
| 2025-08-14 | 13F | 间隔合伙人有限合伙人 | 15,902 | 12,525 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 1,100 | 866 | |||||
| 2025-08-12 | 13F | 英国保诚集团 | 38,583 | 9.59 | 30,389 | 40.58 | ||||
| 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 | 620,184 | 0.56 | 389,147 | 4.90 | ||||
| 2025-07-18 | 13F | 中银香港资产管理有限公司 | 200 | 158 | ||||||
| 2025-07-14 | 13F | 更好财富有限责任公司 | 397 | 313 | ||||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,280 | 1,796 | ||||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 7,638 | 37.05 | 6,016 | 75.91 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 858 | 14.55 | 676 | 47.06 | ||||
| 2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 55,208 | 11.50 | 43,483 | 43.03 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 4,456 | 16.89 | 2,796 | 21.99 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 877 | 0.46 | 691 | 28.97 | ||||
| 2025-07-23 | 13F | Veritas 投资伙伴（英国）有限公司 | 420,555 | 0.38 | 331,203 | 28.77 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 362 | 285 | ||||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 549 | 1.86 | 0 | -100.00 | ||||
| 2025-06-25 | NP | TGPEX - T. Rowe Price 全球影响力股票基金 | 761 | 7.94 | 478 | 12.50 | ||||
| 2025-08-28 | NP | ADSIX - 纪律成长基金投资者类别 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 | 9,283 | 20.68 | 7,312 | 54.83 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 1,574 | 12.75 | 1,240 | 44.57 | ||||
| 2025-08-25 | NP | RGOIX - RBC 全球机会基金 I 级 | 16,100 | 12.59 | 12,681 | 44.42 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 14,330 | 3,971.02 | 11,242 | 5,104.63 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 322 | 254 | ||||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 526 | 28.92 | 414 | 65.60 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 3,601 | 5.38 | 2,836 | 35.24 | ||||
| 2025-08-25 | NP | FAI - First Trust Bloomberg 人工智能 ETF | 513 | 32.22 | 404 | 69.75 | ||||
| 2025-08-11 | 13F | 信托银行 | 2,011 | 8.82 | 1,584 | 39.59 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 44,880 | 31.78 | 35,348 | 69.04 | ||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 435 | 343 | ||||||
| 2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 2,802 | 3.70 | 2,207 | 32.97 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 54 | 20.00 | 43 | 55.56 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 194,449 | 44.63 | 153,154 | 85.53 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 577 | 24.35 | 354 | 21.65 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 86 | 3.61 | 67 | 34.00 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 24,125 | 5.17 | 19,002 | 34.91 | ||||
| 2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 162,938 | 1.33 | 128,335 | 29.99 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 22,308 | 17,570 | ||||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 1,071 | 844 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 20,800 | 5,100.00 | 16,383 | 6,586.53 | |||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 1,293 | 155.53 | 1,018 | 210.37 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 19 | 15 | ||||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 3,566 | 36.63 | 2,808 | 75.39 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,901 | 51.84 | 9,374 | 94.78 | ||||
| 2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | Short | -154 | -97 | |||||
| 2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 895,373 | 0.40 | 705,223 | 28.79 | ||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 5,255 | 4,139 | ||||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 271 | 213 | ||||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 117,971 | 2.06 | 92,917 | 30.92 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 998 | 31.32 | 786 | 68.82 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 1,951 | 1,537 | ||||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 371 | 0.27 | 292 | 28.19 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 7,200 | 5,671 | ||||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 30,361 | 13.09 | 23,913 | 45.09 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 50,129 | 9.52 | 39,483 | 40.50 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 1,559 | 8.64 | 1,228 | 39.39 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 13,412 | 64.89 | 10,564 | 111.51 | ||||
| 2025-06-18 | NP | NWHVX - 全国日内瓦中盘成长基金 A 类 | 7,732 | 1.50 | 4,852 | 5.87 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 862 | 1.89 | 679 | 30.83 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 5 | 66.67 | 4 | 200.00 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 234,960 | 55.50 | 185,062 | 99.47 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 0 | 0 | ||||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 4,280 | 13.23 | 3,371 | 45.30 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 311 | 245 | ||||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 262 | 207 | ||||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 719 | 10.11 | 542 | 35.25 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 304 | 227 | ||||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 1,670 | 1,315 | ||||||
| 2025-08-07 | 13F | Illumine投资管理有限公司 | 4,776 | 0.93 | 3,762 | 29.47 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 261 | 206 | ||||||
| 2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | Short | -9,328 | 47.08 | -5,853 | 53.46 | |||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 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 | 11,300 | 8,900 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 930 | 27.05 | 732 | 63.03 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 18,564 | 22.04 | 14,069 | 54.42 | ||||
| 2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 255 | 0 | ||||||
| 2025-07-03 | 13F | 麦克莱恩资产管理公司 | 522 | 4.82 | 404 | 49.26 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 36,613 | 18.18 | 28,838 | 51.60 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 6,700 | 116.13 | 5,277 | 177.30 | |||
| 2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 52 | 4.00 | 41 | 33.33 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 230,300 | 59.71 | 181,391 | 104.88 | |||
| 2025-08-27 | NP | RMQHX - 每月再平衡 NASDAQ-100 2x H 类策略基金 | 12,528 | 202.68 | 9,867 | 288.31 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 193,500 | 229.64 | 152,406 | 322.87 | |||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 63 | 40 | ||||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 10,846 | 149.85 | 8,543 | 220.53 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,184 | 24.75 | 11,410 | 30.14 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 856 | 0.23 | 674 | 28.63 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 1,478 | 0.75 | 889 | -0.67 | ||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | 13,042 | 7.47 | 10,256 | 37.98 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 4,487 | 0.22 | 3,534 | 28.60 | ||||
| 2025-08-28 | NP | IGV - iShares 扩展科技软件板块 ETF | 1,012,661 | 33.39 | 797,602 | 71.12 | ||||
| 2025-06-30 | NP | CHTRX - 景顺特许基金 A 类 | 56,800 | 35,640 | ||||||
| 2025-07-10 | 13F | 卡德罗克资本管理公司 | 11,350 | 6.11 | 8,940 | 36.12 | ||||
| 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 | 386,448 | 11.88 | 304,378 | 43.52 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 42 | 26 | ||||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 26,021 | 51.51 | 20,495 | 94.37 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 6,166 | 1.58 | 4,857 | 30.29 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 849 | 4.81 | 669 | 34.41 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 1,273 | 8.06 | 1,003 | 38.59 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 7,967 | 15.06 | 6,275 | 47.61 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 1,046 | 6.09 | 788 | 30.25 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 202,132 | 159,205 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 1,479 | 103.16 | 1,165 | 160.99 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 4,314 | 4.35 | 3,320 | 36.85 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 11,344 | 11.01 | 8,935 | 42.40 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 276 | 218 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 1,186 | 2.86 | 934 | 32.11 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 859 | 4.00 | 677 | 33.33 | ||||
| 2025-08-29 | NP | GGGAX - Gamco 全球增长基金 A 类 | 3,550 | 21.99 | 2,796 | 56.55 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 426 | 9.79 | 336 | 40.76 | ||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 261 | 206 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 4,275 | 8.09 | 3,221 | 32.72 | ||||
| 2025-08-13 | 13F | 萨托夫斯基资产管理公司 | 287 | 226 | ||||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 298,385 | 117.82 | 234,053 | 183.84 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 161,981 | 344.70 | 126,343 | 476.98 | ||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 962 | 20.85 | 758 | 55.12 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 295,763 | 0.20 | 232,952 | 28.53 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 3,000 | 114.29 | 2,363 | 174.97 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 8,000 | 321.05 | 6,301 | 440.39 | |||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 1,930 | 38.25 | 1,520 | 77.25 | ||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 126,694 | 2.13 | 99,788 | 31.01 | ||||
| 2025-08-05 | 13F | 主街研究有限责任公司 | 715 | 563 | ||||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 22,701 | 5.10 | 17,880 | 34.82 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 52,721 | 18.75 | 41,525 | 52.34 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 448 | 7.95 | 338 | 32.68 | ||||
| 2025-07-23 | 13F | 弗里登塔尔金融公司 | 1,265 | 996 | ||||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 23,700 | 22.16 | 18,667 | 56.71 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | 1,814,832 | 13.62 | 1,429,417 | 45.75 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 1,069 | 9.53 | 842 | 40.40 | ||||
| 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 | 1,399 | 4.33 | 1,102 | 33.78 | ||||
| 2025-08-05 | 13F | 雅各布森与施密特顾问有限公司 | 2,777 | 2,187 | ||||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 9,037 | 39.09 | 7,118 | 78.42 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 649 | 136.00 | 489 | 191.07 | ||||
| 2025-08-14 | 13F | 南岸银行 | 2,557 | 0.16 | 2,014 | 28.46 | ||||
| 2025-07-25 | 13F | 橡树岭投资有限公司 | 15,888 | 1.47 | 12,514 | 30.17 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 12,700 | 33.68 | 10,003 | 71.50 | |||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 277 | 216 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 14,900 | 6.43 | 11,736 | 36.53 | |||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 7,904 | 38.86 | 6,225 | 78.16 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 10,968 | 21.68 | 6,882 | 26.93 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 581 | 0.17 | 458 | 28.37 | ||||
| 2025-08-13 | 13F | 阿尔法家族信托 | 2,150 | 29.13 | 1,693 | 65.66 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 成长股票系列标准 | 4,405 | 10.07 | 3,470 | 41.19 | ||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 455,534 | 1.13 | 358,792 | 29.73 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | Put | 1,418 | 28.24 | |||||
| 2025-08-14 | 13F | 采石场LP | 218 | 172 | ||||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 684 | 4.59 | 539 | 34.16 | ||||
| 2025-07-24 | 13F | MFA财富服务 | 529 | 0.57 | 416 | 29.19 | ||||
| 2025-07-29 | 13F | 财富流顾问公司 | 312 | 246 | ||||||
| 2025-06-26 | NP | TADAX - 泛美美国增长 A | 61,203 | 6.15 | 38,403 | 10.73 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 3,229 | 83.47 | 2,543 | 135.46 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 10,415 | 0.61 | 8,203 | 5.18 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 2,579 | 5.78 | 2,031 | 35.76 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 471 | 3.97 | 37,097 | 33.38 | |||
| 2025-08-12 | 13F | 德国商业银行 | 215,785 | 20.37 | 170 | 53.64 | ||||
| 2025-07-10 | 13F | 长板资产管理有限公司 | 285 | 224 | ||||||
| 2025-07-28 | 13F | 戴维森投资顾问公司 | 43,399 | 0.96 | 34,182 | 29.51 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 62 | 195.24 | 49 | 300.00 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 54,024 | 4,714.97 | 43 | |||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 423 | 0 | ||||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 45,600 | 37.76 | 35,916 | 76.72 | |||
| 2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 12,982 | 298.34 | 10,225 | 411.25 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 61 | 0 | ||||||
| 2025-07-16 | 13F | Ascent 资本管理有限公司 | 271 | 213 | ||||||
| 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 | 327 | 65.99 | 258 | 114.17 | ||||
| 2025-08-14 | 13F | 洞察控股集团有限责任公司 | 11,400 | 15.15 | 8,979 | 47.71 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 5,668 | 88.06 | 4,465 | 140.91 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 287 | 226 | ||||||
| 2025-07-31 | 13F | Stegent 股权顾问公司 | 731 | 0.27 | 576 | 28.64 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 43,830 | 6.15 | 34,521 | 36.17 | ||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 3,219 | 0.69 | 2,536 | 29.20 | ||||
| 2025-08-07 | 13F | STF管理有限合伙人 | 4,346 | 2.60 | 3,423 | 31.65 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 2,256 | 1.03 | 1,385 | -1.28 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 13,596 | 26.08 | 10,675 | 61.21 | ||||
| 2025-07-15 | 13F | 退休有限责任公司 | 422 | 332 | ||||||
| 2025-07-29 | 13F | 莱尔财富管理有限公司 | 31,675 | 0.76 | 24,948 | 29.26 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 254 | 200 | ||||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,908 | 5.44 | 5,958 | 29.44 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 4,896 | 10.34 | 3,856 | 41.56 | ||||
| 2025-08-26 | NP | PRDGX - T. Rowe 价格股息增长基金, Inc. 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 | 199,000 | 30.07 | 156,738 | 66.85 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 230,200 | 0.09 | 181,312 | 28.39 | |||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 16,398 | 6.79 | 12,915 | 36.99 | ||||
| 2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 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 | 406 | 13.41 | 320 | 45.66 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 3,852 | 0.08 | 3,034 | 28.35 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 360 | 284 | ||||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 234 | 184 | ||||||
| 2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 纳斯达克 100 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 | 1,686 | 12.03 | 1,270 | 37.59 | ||||
| 2025-08-12 | 13F | 伊萨卡集团有限公司 | 14,759 | 0.61 | 11,625 | 29.06 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 52,931 | 17.68 | 39,882 | 44.44 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 74,489 | 7.02 | 46,740 | 11.64 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者 IBD 突破机会 ETF | 280 | 211.11 | 176 | 348.72 | ||||
| 2025-06-27 | NP | HAPY - 港湾企业文化领袖ETF | 84 | 16.67 | 53 | 20.93 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 1,685 | 23.44 | 1,327 | 58.35 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 209 | 3.98 | 165 | 33.33 | ||||
| 2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 117 | 73 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 3,335,966 | 12.28 | 2,627,507 | 44.04 | ||||
| 2025-07-09 | 13F | 企业银行 | 262 | 206 | ||||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Call | 1,094 | 86,167 | |||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通美国科技领袖基金 Y 级 | 757 | 15.93 | 596 | 49.00 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 91,290 | 0.03 | 57,282 | 4.34 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 21,400 | 143.18 | 17 | 220.00 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 3,143 | 2,475 | ||||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 128 | 326.67 | 0 | |||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 15,715 | 12.65 | 12,377 | 44.51 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 36,116 | 12.18 | 27,593 | 39.49 | ||||
| 2025-08-13 | 13F | 第1832章 | 19,727 | 31.29 | 15,538 | 68.42 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 19,596 | 15,434 | ||||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 1,918 | 0.58 | 1,510 | 29.06 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者对冲纳斯达克 100 指数 ETF | 183 | 10.91 | 115 | 15.15 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 955,500 | 15.75 | 752,580 | 48.48 | |||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 1,322 | 0.84 | 1,041 | 29.48 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 100 | 79 | ||||||
| 2025-07-16 | 13F | 独立财富网络公司 | 292 | 230 | ||||||
| 2025-07-30 | 13F | 决策地图财富管理有限责任公司 | 338 | 266 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 908,100 | 29.60 | 715,247 | 66.25 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 155,198 | 50.10 | 122,239 | 92.55 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,646 | 34.97 | 4,798 | 40.80 | ||||
| 2025-08-14 | 13F | 永久资本有限合伙人 | 651 | 28.91 | 513 | 65.16 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 5,744 | 6.51 | 4,375 | 32.11 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 60,072 | 1.71 | 37,693 | 6.10 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 9,696 | 17.90 | 7,637 | 51.24 | ||||
| 2025-08-14 | 13F | 日内瓦合作伙伴有限责任公司 | 9,758 | 7,686 | ||||||
| 2025-07-29 | NP | QQQM - 景顺纳斯达克 100 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 | 838,424 | 9.75 | 631,727 | 34.72 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 14,519 | 11.65 | 11,436 | 43.22 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 2,613 | 1.08 | 2,058 | 29.68 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 5,267 | 9.27 | 4,148 | 40.18 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 871 | 1.52 | 547 | 5.81 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 14,784 | 11,644 | ||||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 329 | 24.15 | 206 | 29.56 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 1,344 | 4.11 | 825 | 1.73 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 277 | 39.90 | 218 | 80.17 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 2,114 | 3.32 | 1,665 | 32.56 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 433,488 | 12.43 | 341,428 | 44.22 | ||||
| 2025-07-16 | 13F | BankPlus财富管理有限公司 | 583 | 11.05 | 460 | 42.55 | ||||
| 2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 621 | 489 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 5,779 | 25.58 | 4,552 | 61.10 | ||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 632 | 1.28 | 497 | 30.10 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 450 | 354 | ||||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 62,260 | 3.36 | 49,038 | 32.59 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 9,510 | 0.48 | 7 | 40.00 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 501 | 8.21 | 395 | 38.73 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 71 | 1.43 | 56 | 30.95 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 6,277 | 7.37 | 4,944 | 37.73 | ||||
| 2025-08-26 | NP | TCHP - T. Rowe 价格蓝筹股增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,965 | 16.39 | 10,212 | 49.31 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 8,910 | 2.57 | 7,018 | 31.58 | ||||
| 2025-08-27 | NP | BOPIX - Sterling Capital 特别机会基金机构类别 | 22,223 | 2.47 | 17,504 | 31.45 | ||||
| 2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 14,522 | 3.68 | 11,438 | 33.00 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 33,090 | 46.83 | 26,063 | 88.35 | ||||
| 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 | 51,326 | 1.97 | 40,426 | 30.81 | ||||
| 2025-08-14 | 13F | LTS One 管理有限合伙人 | 40,000 | 33.33 | 31,505 | 71.05 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 400 | 315 | |||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 300 | 236 | |||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,905 | 30.03 | 1,500 | 66.85 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 2,290 | 9.20 | 1,804 | 40.09 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 3,291,158 | 0.03 | 2,592,215 | 28.32 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 882 | 26.00 | 695 | 61.77 | ||||
| 2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 7,656 | 0.87 | 4,804 | 5.21 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 21,210 | 1.61 | 17 | 33.33 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 1,209 | 18.88 | 952 | 52.40 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 3,091 | 24.29 | 2,329 | 52.56 | ||||
| 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 | 532 | 26.07 | 419 | 61.78 | ||||
| 2025-03-27 | NP | CBLS - Clough 对冲股票 ETF | Short | -810 | -487 | |||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 2,640 | 382.63 | 2,079 | 520.60 | ||||
| 2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 3,657 | 13.04 | 2,295 | 17.94 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 3,721 | 2.31 | 2,285 | -4.40 | ||||
| 2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 2,153 | 0.23 | 1,322 | -2.15 | ||||
| 2025-05-27 | NP | BLACKROCK BOND FUND, INC. - 贝莱德可持续总回报基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3 | 2 | ||||||
| 2025-07-17 | 13F | 湾桥资本集团有限责任公司 | 304 | 239 | ||||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 13,400 | 6.80 | 10,554 | 37.01 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 312,866 | 34.90 | 246 | 73.24 | ||||
| 2025-05-29 | 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 | 428 | 13.23 | 263 | 10.55 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 21,532 | 2.81 | 16,224 | 26.20 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 44,734 | 3.20 | 33,706 | 26.67 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 406 | 22.66 | 0 | |||||
| 2025-07-31 | 13F | Azzad 资产管理公司 /adv | 343 | 270 | ||||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 822 | 8,120.00 | 647 | 10,683.33 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 3,378 | 35.17 | 2,661 | 73.40 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 583 | 459 | ||||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 4,470 | 46.51 | 3,368 | 79.91 | ||||
| 2025-07-23 | 13F | 北方财务顾问公司 | 1,209 | 1.26 | 952 | 29.88 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 3,359 | 1.91 | 2,645 | 30.75 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 954 | 8.90 | 751 | 39.85 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,818 | 7.43 | 2,220 | 37.83 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 771 | 1.85 | 607 | 30.82 | ||||
| 2025-07-24 | NP | 贝莱德资本增值基金有限公司 - 贝莱德资本增值基金有限公司 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 129,095 | 32.11 | 97,269 | 62.16 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 11,454 | 8.56 | 9,022 | 39.27 | ||||
| 2025-08-28 | NP | RGRYX - Victory RS成长基金Y类 | 5,850 | 8.94 | 4,608 | 39.73 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 987 | 777 | ||||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 975 | 109.68 | 768 | 169.12 | ||||
| 2025-07-17 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 346 | 273 | ||||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 650 | 42.86 | 512 | 83.15 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 443 | 3.99 | 349 | 33.33 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 3,284 | 15.39 | 2,061 | 20.40 | ||||
| 2025-07-23 | 13F | 米罗娃美国有限责任公司 | 3,218 | 2,535 | ||||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 776 | 5.87 | 611 | 35.78 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Put | 1,800 | 1,418 | |||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 324,212 | 8.32 | 203,433 | 13.00 | ||||
| 2025-08-14 | 13F | Sig 经纪公司 | Call | 4,000 | 3,151 | |||||
| 2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 91,874 | 1.47 | 72,363 | 30.16 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 1,224 | 53.38 | 768 | 60.00 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 10,323 | 2.88 | 8 | 33.33 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 20,009 | 7.26 | 15,076 | 31.67 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,657 | 1.04 | 1,305 | 29.72 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 313,703 | 4.13 | 247,082 | 33.57 | ||||
| 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 | 21,011 | 2.82 | 15,831 | 26.21 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 1,947 | 6.39 | 1,518 | 32.84 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 1,187 | 11.46 | 935 | 43.03 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 48,949 | 38,554 | ||||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 90,416 | 0.11 | 71,214 | 28.43 | ||||
| 2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 296 | 233 | ||||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 554 | 7.78 | 417 | 32.38 | ||||
| 2025-07-28 | NP | VCAAX - 资产配置基金 | 1,663 | 17.44 | 1,253 | 44.19 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 15,959 | 0.12 | 12,570 | 28.43 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 329 | 259 | ||||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 2,094 | 5.28 | 1,649 | 35.16 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 1,431 | 25.42 | 1,127 | 61.00 | ||||
| 2025-08-26 | NP | VHIAX - 摩根大通成长优势基金 A 类 | 532,712 | 5.57 | 419,580 | 35.43 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 17,155 | 9.37 | 10,764 | 14.09 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 8,933 | 18.95 | 7,036 | 52.57 | ||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 9,997 | 69.50 | 7,875 | 117.45 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 2 | 2 | ||||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 4,052 | 4.41 | 3,192 | 33.91 | ||||
| 2025-06-26 | NP | ITHAX - 哈特福德资本增值基金 A 类 | 111,375 | 22.90 | 69,884 | 28.20 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 21,520 | 5.81 | 16,950 | 35.74 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 23 | 27.78 | 18 | 63.64 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 1,916 | 7.58 | 1,509 | 38.06 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 138,752 | 66.99 | 109,285 | 114.21 | ||||
| 2025-06-30 | NP | QRMI - Global X 纳斯达克 100 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 | 395 | 20.80 | 248 | 26.02 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 71,675 | 78,663.74 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 128,910 | 2.30 | 101,533 | 31.23 | ||||
| 2025-08-27 | NP | BDAFX - 男爵持久优势基金 | 20,283 | 4.38 | 15,975 | 33.89 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 41,126 | 82.59 | 32,392 | 134.23 | ||||
| 2025-04-01 | 13F | 基石规划有限责任公司 | 2,796 | 1,757 | ||||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 2,287 | 11.56 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 3,325 | 11.24 | 2,619 | 42.67 | ||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 355 | 280 | ||||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 1,137 | 65.50 | 713 | 72.64 | ||||
| 2025-08-14 | 13F | 改善有限责任公司 | 763 | 1.46 | 1 | |||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 29,761 | 30.05 | 22,424 | 59.64 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 435,480 | 1.25 | 342,997 | 29.88 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 269 | 1.89 | 212 | 30.25 | ||||
| 2025-06-26 | NP | TIRTX - TIAA-CREF 大型成长基金零售类别 | 69,356 | 25.60 | 43,519 | 31.02 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 33,086 | 37.82 | 26,061 | 76.80 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 15,251 | 2.50 | 12 | 33.33 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 378 | 291 | ||||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 21,322 | 0.17 | 16,794 | 28.49 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺 QQQ 收益优势 ETF | 3,083 | 46.60 | 1,934 | 53.01 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 663 | 63.30 | 522 | 109.64 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 66,535 | 8.07 | 52,405 | 38.63 | ||||
| 2025-07-14 | 13F | 沙夫投资有限公司 | 5,989 | 8.75 | 4,717 | 39.51 | ||||
| 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 | 17,440 | 1.53 | 13,736 | 30.24 | ||||
| 2025-08-08 | 13F | 南丰三一(香港)有限公司 | 35,770 | 32.14 | 28,174 | 69.51 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 179,952 | 9.41 | 141,736 | 40.36 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 347 | 273 | ||||||
| 2025-07-29 | 13F | 巴登资本管理公司 | 1,046 | 824 | ||||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 16,075 | 20.36 | 10,087 | 25.56 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 73,740 | 25.97 | 58 | 65.71 | ||||
| 2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -14 | -68.89 | -11 | -59.26 | |||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 64 | 3.23 | 50 | 31.58 | ||||
| 2025-07-22 | 13F | 塔尔博特金融有限责任公司 | 36,421 | 14.15 | 28,687 | 46.43 | ||||
| 2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 285 | 20.76 | 215 | 41.72 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 技术投资组合初始类别 | 3,986 | 4.56 | 3,139 | 34.15 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 364 | 5.51 | 287 | 35.55 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 5,564 | 8.97 | 4,382 | 39.82 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 62 | 49 | ||||||
| 2025-03-27 | 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 | 3,755 | 141.48 | 2,259 | 137.93 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 1,867 | 1.80 | 1,471 | 30.55 | ||||
| 2025-06-26 | NP | ELCV-Eventide 高股息 ETF | 1,894 | 24.44 | 1,188 | 29.84 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 6,671 | 3.78 | 5,254 | 33.15 | ||||
| 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 | 17 | 21.43 | 11 | 25.00 | ||||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 19,462 | 38.33 | 15,329 | 77.45 | ||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 1,789,922 | 2.32 | 1,348,653 | 25.59 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 1,670 | 11.04 | 1,315 | 42.47 | ||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 5,848 | 284.99 | 3,669 | 301.86 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 36,935 | 4.98 | 29 | 38.10 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 7,465 | 4.98 | 5,880 | 34.65 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 130,528 | 11.36 | 102,808 | 42.86 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 8,942 | 7,043 | ||||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 1,075 | 33.54 | 676 | 36.64 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 11,528 | 32.07 | 9,080 | 69.42 | ||||
| 2025-08-14 | 13F | 芬史密斯投资服务有限公司 | 114,068 | 141.20 | 89,843 | 209.42 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 372 | 293 | ||||||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 115,138 | 18.58 | 90,686 | 52.12 | ||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 530 | 417 | ||||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 5,856,635 | 3.56 | 4,612,861 | 32.85 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 3,452 | 0.23 | 2,719 | 28.62 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 36,055 | 278.37 | 28,398 | 385.44 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 138,982 | 32.05 | 109,466 | 69.39 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 743 | 70.41 | 585 | 119.10 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 317,451 | 4.69 | 250,034 | 34.30 | ||||
| 2025-08-08 | 13F | 柏灵财富合伙有限公司 | 7,183 | 15.30 | 5,658 | 47.90 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 1,727 | 5.24 | 1,361 | 35.05 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 高收益 ETF | 30,665 | 69.75 | 23,105 | 108.36 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 8,624 | 82.67 | 6,792 | 134.37 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 5,148 | 2.26 | 4,055 | 31.20 | ||||
| 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 | 1,487 | 6.98 | 1,171 | 37.28 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 15 | 400.00 | 12 | 1,000.00 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,203 | 11.49 | 755 | 16.18 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 24,348 | 2.43 | 19,177 | 31.39 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 104,505 | 1.46 | 82 | 30.16 | ||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 431,069 | 6.65 | 324,798 | 30.91 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 36,759 | 298.21 | 28,952 | 410.89 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 431 | 389.77 | 339 | 527.78 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 2,556 | 14.72 | 2,074 | 51.61 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 775 | 0.52 | 610 | 28.96 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 27,168 | 2,039.21 | 10,699 | 3.27 | ||||
| 2025-07-29 | NP | DTGRX - 纽约梅隆银行科技成长基金 A 类 | 26,130 | 28.88 | 19,688 | 58.21 | ||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 884 | 16.47 | 696 | 49.68 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,132 | 42.16 | 5,617 | 82.37 | ||||
| 2025-08-14 | 13F | 布拉萨达资本管理有限公司 | 5,656 | 1.65 | 4,415 | 45.85 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级 | 1,756 | 12.64 | 1,383 | 44.51 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 3,002 | 2.60 | 1,884 | 6.99 | ||||
| 2025-04-29 | 13F | PBCay One RSC 有限公司 | 99,020 | 60,797 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 270 | 35.68 | 203 | 66.39 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 905 | 1.34 | 713 | 29.93 | ||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 2,052 | 162.40 | 1,616 | 236.67 | ||||
| 2025-08-06 | 13F | 麦克雷资本管理公司 | 2,187 | 0.69 | 1,723 | 29.18 | ||||
| 2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 3,401 | 2,679 | ||||||
| 2025-08-08 | 13F | 账户银行信托部 | 314 | 247 | ||||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,523 | 10.76 | 1,148 | 35.90 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 836 | 47.96 | 658 | 90.17 | ||||
| 2025-07-07 | 13F | 第一公民金融公司 | 332 | 261 | ||||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 84,169 | 52,814 | ||||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 10,513 | 2.60 | 6,597 | 7.03 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -33 | -42.11 | -26 | -26.47 | |||
| 2025-08-13 | 13F | 尼科莱特银行股份公司 | 1,656 | 1.04 | 1,304 | 29.62 | ||||
| 2025-08-14 | 13F | 鹰资本管理有限公司 | 522,286 | 4.12 | 411,368 | 33.56 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 98,996 | 86.48 | 77,963 | 139.21 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 47,863 | 260.93 | 37,698 | 362.99 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 2,133 | 33.15 | 1,680 | 70.91 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 50,270 | 120.90 | 39,594 | 183.38 | ||||
| 2025-07-11 | 13F | 佩特雷迪斯投资顾问有限公司 | 4,350 | 0.81 | 3,426 | 29.33 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 265,919 | 1.79 | 209,446 | 30.57 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 2,119 | 17.14 | 1,669 | 50.27 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 3,503 | 2.70 | 2,759 | 31.76 | ||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 587 | 1.21 | 456 | 31.12 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 3,644 | 6.86 | 2,870 | 37.12 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 1,872 | 90.83 | 1 | |||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 41,236 | 0.12 | 32,479 | 28.44 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 44,495 | 2.46 | 35,046 | 31.43 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州美国成长基金标准级 | 8,728 | 99.13 | 6,874 | 251.79 | ||||
| 2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 24,399 | 88.39 | 18,384 | 131.26 | ||||
| 2025-07-31 | 13F | 明尼苏达财富顾问有限责任公司 | 488 | 4.05 | 385 | 33.68 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 12,438 | 7.80 | 9,797 | 38.28 | ||||
| 2025-08-22 | 13F | 斯坦斯资本有限公司 | 1,728 | 1,361 | ||||||
| 2025-07-30 | 13F | TLW 财富管理有限责任公司 | 974 | 767 | ||||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 1,786 | 4.32 | 1,407 | 33.78 | ||||
| 2025-07-28 | NP | VCSTX - 科学技术基金 | 20,200 | 15,220 | ||||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 601 | 9.27 | 473 | 40.36 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 1,489,369 | 22.11 | 1,173,072 | 56.64 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML全球基金I类 | 17,521 | 13,800 | ||||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 17,406 | 3.66 | 13,710 | 32.98 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 13,599 | 1,737.70 | 10,711 | 2,259.03 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 34 | 161.54 | 27 | 271.43 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 231,319 | 8.83 | 182,050 | 41.87 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 225 | 20.32 | 177 | 55.26 | ||||
| 2025-08-14 | 13F | Ironvine 资本合伙人有限责任公司 | 293 | 231 | ||||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 191,066 | 150,490 | ||||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 850 | 669 | ||||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 1,050 | 827 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 5,099 | 24.73 | 4,013 | 60.10 | ||||
| 2025-06-26 | NP | 贝莱德 ETF Trust II - 贝莱德总回报 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24 | 15 | ||||||
| 2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 859 | -173.80 | 677 | -194.68 | ||||
| 2025-08-12 | 13F | 富通资本管理有限公司 | 347 | 273 | ||||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 1,876 | 1,478 | ||||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 753 | 593 | ||||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 6,831 | 23.35 | 4,286 | 28.67 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 886 | 23.06 | 698 | 57.69 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 1,041 | 7.99 | 820 | 38.75 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 611 | 481 | ||||||
| 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 | 14,687 | 49.87 | 11,568 | 92.24 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 1,584 | 281.69 | 1,248 | 390.94 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德资本增值投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,636 | 54.67 | 9,165 | 98.40 | ||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 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 | 275,025 | 0.24 | 207,223 | 23.05 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 72 | 57 | ||||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 18,430 | 6.79 | 13,886 | 31.09 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 316 | 249 | ||||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 315 | 248 | ||||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | 8,302 | 92.94 | 6,539 | 147.56 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 2,162 | 16.80 | 1,703 | 46.35 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 76,419 | 11.53 | 60,218 | 43.13 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 432 | 340 | ||||||
| 2025-08-15 | 13F | 高瀑布顾问公司 | 570 | 0.71 | 449 | 29.39 | ||||
| 2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 1,160 | 0.17 | 914 | 28.41 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 85,953 | 111.68 | 67,699 | 171.55 | ||||
| 2025-08-13 | 13F | 全球捐赠管理有限合伙人 | 393 | 4.24 | 310 | 33.77 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 7 | 250.00 | 6 | 400.00 | ||||
| 2025-08-14 | 13F | 异常资本管理有限合伙人 | 174,903 | 137,759 | ||||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大型核心成长基金 | 5,012 | 8.13 | 3,948 | 38.73 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 38,988 | 48.48 | 30,708 | 90.49 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 829 | 2.47 | 653 | 31.65 | ||||
| 2025-08-06 | 13F | 贝利·吉福德公司 | 139,505 | 7.51 | 109,878 | 37.92 | ||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 1,456 | 0.28 | 1,147 | 28.62 | ||||
| 2025-06-27 | NP | 卡拉莫斯战略总回报基金 | 17,475 | 69.17 | 10,965 | 76.48 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 5,355 | 16.06 | 4,218 | 48.91 | ||||
| 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 | 127,912 | 1.19 | 80,261 | 5.56 | ||||
| 2025-08-06 | 13F | Spurstone 咨询服务有限公司 | 45 | 35 | ||||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 7,935,204 | 2.03 | 6,250,005 | 30.88 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 97,395 | 5.93 | 76,545 | 36.11 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 2,430 | 20.42 | 1,914 | 54.60 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 54 | 54.29 | 0 | |||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 68,564 | 7.11 | 54,003 | 37.40 | ||||
| 2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,024 | 18.68 | 7,895 | 52.27 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 2,128 | 163.37 | 1,676 | 234.53 | ||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 492 | 20.29 | 388 | 54.18 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 2,617 | 2 | ||||||
| 2025-08-13 | 13F | 伯纳多财富规划有限责任公司 | 742 | 2.49 | 1 | |||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 41,458 | 6.42 | 32,654 | 36.51 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 17 | 13 | ||||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 297 | 234 | ||||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 319 | 251 | ||||||
| 2025-06-25 | NP | RILA - Indexperts Gorilla 积极增长 ETF | 2,112 | 138.91 | 1,325 | 149.53 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 6,675 | 7.85 | 5,258 | 38.34 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 11,044 | 8.51 | 8,699 | 39.19 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 7,789 | 6,135 | ||||||
| 2025-05-29 | NP | SEASONS SERIES TRUST - SA T. Rowe 价格增长股票投资组合 1 类 | 4,088 | 7.18 | 2,510 | 4.67 | ||||
| 2025-06-27 | NP | EIVPX - 参数波动率风险溢价 - 防御性基金机构类别 | 5,564 | 1.72 | 3,491 | 6.11 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 22,800 | 21.35 | 17,179 | 48.96 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 127,434 | 73.81 | 100,371 | 122.97 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 725 | 0.83 | 571 | 29.48 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | Put | 600 | 50.00 | 473 | 92.65 | |||
| 2025-08-14 | 13F | Optiver控股有限公司 | Call | 1,500 | 36.36 | 1,181 | 74.96 | |||
| 2025-07-17 | 13F | 查塔姆资本集团有限公司 | 4,525 | 2.84 | 3,564 | 31.95 | ||||
| 2025-07-09 | 13F | 渠道财富有限公司 | 485 | 27.63 | 382 | 63.95 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 45 | 2.27 | 35 | 29.63 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 1,133 | 26.73 | 1 | |||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 2,262 | 90.73 | 1,782 | 144.64 | ||||
| 2025-07-29 | NP | PFGEX - Parnassus 成长股票基金投资者股票 | 2,313 | 4.52 | 1,822 | 34.09 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 339 | 267 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 42,035 | 6.29 | 31,672 | 30.47 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 585 | 2.63 | 461 | 31.81 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 123,990 | 108.14 | 97,658 | 170.66 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 9,268 | 417.77 | 7,300 | 564.15 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 43,639 | 31.80 | 34,382 | 69.12 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 2,255 | 2.69 | 1,776 | 31.75 | ||||
| 2025-08-11 | 13F | 布朗财富管理有限公司 | 308 | 243 | ||||||
| 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 | 7,625 | 58.43 | 6,006 | 103.21 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 2,390 | 0.25 | 1,801 | 23.03 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 2,003 | 125.56 | 1,578 | 189.36 | ||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 17,639 | 1.12 | 13,647 | 25.36 | ||||
| 2025-08-14 | 13F | 科图管理有限公司 | 1,046,096 | 58.77 | 823,937 | 103.67 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 94,483 | 0.89 | 74,418 | 29.43 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 4,421 | 3,482 | ||||||
| 2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 516 | 5.95 | 406 | 35.79 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 45 | 35 | ||||||
| 2025-07-23 | 13F | Avantra 家庭财富有限公司 | 779 | 2.37 | 614 | 31.26 | ||||
| 2025-08-04 | 13F | 肖尔茨公司 | 7,768 | 8.80 | 6,118 | 39.58 | ||||
| 2025-07-15 | 13F | 马丁资本顾问有限公司 | 5,692 | 1.52 | 4,484 | 30.24 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 2,429 | 24.37 | 1,913 | 59.55 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 327 | 19.34 | 201 | 14.29 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 5,854 | 86.37 | 3,673 | 94.44 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 25,301 | 4,116.83 | 15,876 | 5,868.05 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 41 | 485.71 | 32 | 700.00 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 23 | 18 | ||||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 470 | 12.17 | 370 | 43.97 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 259 | 204 | ||||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 3,887 | 21.01 | 3,061 | 55.22 | ||||
| 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 | 19,272 | 9.60 | 12,093 | 14.33 | ||||
| 2025-08-08 | 13F | 财富联盟 | 2,120 | 3.77 | 1,670 | 33.09 | ||||
| 2025-07-25 | 13F | 天秤座财富有限公司 | 573 | 4.75 | 451 | 34.63 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 3,772 | 4.11 | 2,971 | 33.54 | ||||
| 2025-08-26 | NP | GPIQ - 高盛 Nasdaq-100 核心溢价收入 ETF | 16,981 | 72.68 | 13,375 | 121.53 | ||||
| 2025-07-24 | 13F | 麦金利卡特财富服务公司 | 18,685 | 3.19 | 14,717 | 32.38 | ||||
| 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 | 34,274 | 7.33 | 25,824 | 31.75 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 12,557 | 3.50 | 9,890 | 32.79 | ||||
| 2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 465 | 4.49 | 366 | 34.07 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 2,566 | 38.40 | 1,610 | 44.39 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 442 | 14.81 | 348 | 47.46 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,075 | 0.44 | 5,572 | 28.86 | ||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 3,335 | 0.03 | 2,626 | 28.29 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 9,845 | 4.53 | 7,754 | 34.11 | ||||
| 2025-07-18 | 13F | 德尔泰克资产管理有限公司 | 276 | 217 | ||||||
| 2025-07-07 | 13F | M & L资本管理有限公司 | Put | 40 | 34 | |||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 1,034 | 22.22 | 814 | 56.84 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 153,589 | 10.66 | 120,971 | 41.96 | ||||
| 2025-07-17 | 13F | 遗产投资集团有限公司 | 364 | 0.28 | 286 | 28.25 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 纳斯达克 100(R) 对冲股票收益 ETF | 5,584 | 0.41 | 4,207 | 23.26 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,097 | 21.05 | 46,788 | 48.59 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 5,035 | 122.00 | 3,966 | 184.84 | ||||
| 2025-08-06 | 13F | SP资产管理有限责任公司 | 454 | 2.02 | 357 | 30.77 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 313,951 | 167.73 | 247,278 | 243.46 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 21 | 17 | ||||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 267 | 210 | ||||||
| 2025-08-06 | 13F | 西耶纳管理 | 25,446 | 10.00 | 18,298 | 32.55 | ||||
| 2025-07-23 | 13F | 莫雷与奎因财富合伙人有限责任公司 | 352 | 6.99 | 277 | 37.13 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 545 | 14.74 | 429 | 47.42 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 221,181 | 2.09 | 174,209 | 30.96 | ||||
| 2025-07-25 | NP | LCCAX - 哥伦比亚逆向核心基金 A 类 | 290,644 | 47.12 | 218,992 | 80.59 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 223,705 | 17.50 | 176,197 | 51.44 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 3,440 | 713.24 | 2,709 | 945.95 | ||||
| 2025-08-26 | NP | QCGRRX - R1 级增长账户 | 379,795 | 24.00 | 299,138 | 59.06 | ||||
| 2025-07-18 | 13F | Parkwoods Wealth Partners, LLC | 320 | 252 | ||||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 963 | 74.14 | 758 | 123.60 | ||||
| 2025-08-28 | 13F | 汇添富资产管理有限公司 | 11,637 | 68.53 | 9,166 | 116.21 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 57,439 | 3.95 | 45,241 | 33.35 | ||||
| 2025-08-13 | 13F | 瑞奇财富管理有限公司 | 8,197 | 6.72 | 6,456 | 36.90 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 763 | 601 | ||||||
| 2025-08-06 | 13F | 沃克纳·康登财务顾问有限责任公司 | 258 | 203 | ||||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 555,370 | 6.86 | 437,426 | 37.08 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 27,200 | 9.24 | 21,424 | 40.13 | |||
| 2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 442 | 4.25 | 348 | 33.85 | ||||
| 2025-08-04 | 13F | 联合银行 | 61,517 | 0.35 | 48 | 29.73 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 25,800 | 22.27 | 20,321 | 56.85 | |||
| 2025-08-05 | 13F | 纽约梅隆银行 | 2,324,987 | 1.29 | 1,831,228 | 29.93 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 2,236 | 9.93 | 1,761 | 41.03 | ||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 268 | 209 | ||||||
| 2025-07-07 | 13F | 佛得资本管理公司 | 1,762 | 8.03 | 1,388 | 38.56 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 44,515 | 1.04 | 35,055 | 29.62 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 89 | 48.33 | 70 | 89.19 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 1,568 | 1.10 | 1,235 | 29.73 | ||||
| 2025-06-30 | NP | IDMO - Invesco S&P International 开发的动量 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 | 15,907 | 264 | ||||||
| 2025-04-18 | 13F | 沃尔夫集团资本顾问 | 367 | 225 | ||||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 432 | 340 | ||||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 414 | 5.61 | 326 | 35.83 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 144,514 | 77.24 | 113,829 | 127.38 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 7,173 | 141.68 | 5,650 | 210.04 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 7,315 | 13.69 | 5,512 | 39.55 | ||||
| 2025-08-28 | NP | WBIL - WBI BullBear Quality 3000 ETF | 961 | 757 | ||||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 766 | 47.02 | 603 | 89.03 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 3,983 | 1.43 | 3,137 | 30.11 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 994 | 1.84 | 783 | 30.55 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 14,784 | 2,351.74 | 9,277 | 2,462.43 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 136 | 60.00 | 107 | 105.77 | ||||
| 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 | 843 | 20.43 | 529 | 25.42 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 1,668 | 6.79 | 1,313 | 37.06 | ||||
| 2025-08-14 | 13F | 吉尔森资本有限合伙人 | 30,330 | 24 | ||||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 32 | 540.00 | 25 | 733.33 | ||||
| 2025-08-07 | 13F | 戴维斯 RM 公司 | 138,907 | 0.10 | 109,408 | 28.41 | ||||
| 2025-08-07 | 13F | DJE 资本管理公司 | 94,992 | 74,351 | ||||||
| 2025-08-12 | 13F | 种子投资者有限责任公司 | 491 | 11.59 | 387 | 43.33 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 5,140 | 10.80 | 4,048 | 42.13 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 1,966 | 0.31 | 1,548 | 28.68 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 61 | 0 | ||||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 345 | 272 | ||||||
| 2025-08-11 | 13F | 文艺复兴集团有限公司 | 45,339 | 35,711 | ||||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 613 | 11.45 | 483 | 43.03 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 234,740 | 13.70 | 184,888 | 45.86 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 6,423,636 | 1.83 | 5,042,107 | 30.48 | ||||
| 2025-08-12 | 13F | Lionshead 财富管理有限公司 | 499 | 1.01 | 393 | 29.70 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 484 | 382 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 8,919 | 0.18 | 7,025 | 28.50 | ||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 59 | 46 | ||||||
| 2025-08-18 | NP | 科图创新战略基金 | 26,327 | 20,736 | ||||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 8,269 | 10.02 | 6,513 | 41.16 | ||||
| 2025-06-27 | NP | ACFOX - 专注动态增长基金投资者类别 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 | 16,762 | 10,518 | ||||||
| 2025-07-14 | 13F | Kfg 财富管理有限公司 | 1,061 | 4.64 | 836 | 34.24 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 3,785 | 6.80 | 2,700 | 22.28 | ||||
| 2025-03-27 | NP | PTNQ - Pacer Trendpilot 100 ETF | 13,662 | 0.85 | 8,218 | -6.29 | ||||
| 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 | 83,906 | 0.29 | 52,648 | 4.62 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 308 | 243 | ||||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 5,146 | 4,053 | ||||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 1,516 | 7.21 | 1,194 | 37.72 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 352 | 277 | ||||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 49 | 37 | ||||||
| 2025-07-15 | 13F | 松港投资顾问公司 | 305 | 240 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 5,522 | 77.84 | 4,349 | 128.17 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 32,095 | 204.62 | 25,279 | 290.82 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,696 | 67.09 | 2,911 | 114.36 | ||||
| 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 | 64,500 | 39.91 | 48,599 | 71.74 | ||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 738 | 3.51 | 589 | 41.59 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 1,032,642 | 1.50 | 813,340 | 30.21 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 27,878 | 1.80 | 21,958 | 30.60 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 976 | 769 | ||||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 424 | 5,957.14 | 334 | 8,225.00 | ||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 49,902 | 0.43 | 39,304 | 28.84 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 95,746 | 1.38 | 75,412 | 30.05 | ||||
| 2025-08-27 | NP | WLGRX - 常春藤大盘成长基金 R 级 | 285,292 | 6.62 | 224,705 | 36.77 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 2,069 | 11.96 | 1,630 | 40.31 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 61 | 5.17 | 0 | |||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 640 | 4.23 | 504 | 34.04 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 33,664 | 99.50 | 26,515 | 155.93 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 7,719 | 1.09 | 6,080 | 29.67 | ||||
| 2025-07-21 | 13F | 范德比尔特大学 | 10,064 | 7,927 | ||||||
| 2025-08-26 | NP | EAGL-鹰资本精选股票ETF | 21,324 | 16,795 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 8,342 | 6,570 | ||||||
| 2025-07-28 | 13F | 肯农格林公司有限责任公司 | 803 | 0.38 | 626 | 27.49 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股息增长投资组合 I 类 | 5,800 | 31.82 | 4,568 | 69.12 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 637,571 | 61.00 | 502,161 | 106.54 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 2,816 | 0.28 | 2,218 | 28.60 | ||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 427 | 336 | ||||||
| 2025-08-12 | 13F | 克拉克金融服务集团公司 /bd | 550 | 12.70 | 433 | 44.82 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 11 | 9 | ||||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 1,859 | 25.10 | 1,465 | 60.53 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 497,226 | 1.08 | 391,630 | 29.67 | ||||
| 2025-07-07 | 13F | RB 资本管理有限责任公司 | 3,189 | 2.38 | 2,512 | 31.38 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 3,025 | 2,383 | ||||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 39,329 | 20.88 | 30,702 | 53.68 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 88,400 | 1.38 | 70 | 30.19 | |||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 49,316 | 1.87 | 30,944 | 6.26 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 4,233 | 6.12 | 3,334 | 36.14 | ||||
| 2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 650 | 5.18 | 512 | 34.83 | ||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 360 | 284 | ||||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 1,783 | 14.44 | 1,404 | 46.86 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 3,076 | 4.59 | 2,423 | 34.24 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 503 | 8.41 | 396 | 39.44 | ||||
| 2025-07-23 | 13F | 三一街资产管理有限公司 | 40,933 | 108.38 | 32,240 | 167.33 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 812 | 36.47 | 640 | 75.07 | ||||
| 2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 12,747 | 1.50 | 10,040 | 30.19 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 2,448 | 146.28 | 2 | |||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 61 | 1.67 | 48 | 33.33 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 4,409 | 17.51 | 3,322 | 44.25 | ||||
| 2025-08-28 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 1,842 | 280.58 | 1,451 | 366.24 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,608 | 1.90 | 1,009 | 6.22 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 3,914 | 3,083 | ||||||
| 2025-08-06 | 13F | 瓦尔丁森布鲁纳财务规划有限责任公司 | 622 | 1.63 | 490 | 30.40 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 8,342 | 6,570 | ||||||
| 2025-08-12 | 13F | 卡姆登国家银行 | 643 | 8.43 | 506 | 39.01 | ||||
| 2025-07-17 | 13F | 奥弗布鲁克管理公司 | 24,411 | 10.29 | 19,227 | 41.47 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 282 | 222 | ||||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,231 | 336.52 | 970 | 460.12 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 673 | 530 | ||||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 1,379 | 3.84 | 1,086 | 33.25 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 923 | 12.29 | 727 | 44.05 | ||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 1,259 | 7.79 | 994 | 38.30 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 6,871 | 6.63 | 5,412 | 36.78 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 4,106 | 9.06 | 3,234 | 39.94 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 52,932 | 41,691 | ||||||
| 2025-07-21 | 13F | 影响力投资者公司 | 741 | 9.29 | 584 | 40.14 | ||||
| 2025-07-15 | 13F | DB 菲茨帕特里克公司 | 2,030 | 0.30 | 1,599 | 28.66 | ||||
| 2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 72,716 | 26.11 | 57,273 | 61.77 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 2,926 | 3.21 | 2,305 | 32.41 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 723 | 2.26 | 569 | 31.11 | ||||
| 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 | 1,273 | 2,348.08 | 1,003 | 2,936.36 | ||||
| 2025-06-25 | NP | SEMI - 哥伦比亚塞利格曼半导体和技术 ETF 股票 | 837 | 525 | ||||||
| 2025-08-14 | 13F | 斯坦斯伯里资产管理有限公司 | 10,743 | 4.80 | 8,462 | 34.43 | ||||
| 2025-08-14 | 13F | Kinetic Partners 管理有限合伙人 | 75,899 | 3.12 | 59,780 | 32.29 | ||||
| 2025-08-05 | 13F | 希尔斯银行信托公司 | 1,036 | 9.28 | 816 | 40.03 | ||||
| 2025-07-24 | 13F | ADAPT 投资管理公司 | Call | 25,000 | 19,691 | |||||
| 2025-07-24 | 13F | ADAPT 投资管理公司 | Put | 50,000 | 39,382 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 2,330 | 196.06 | 1,835 | 280.50 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 1,170 | 215.36 | 922 | 305.73 | ||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 7,674 | 4.27 | 6,045 | 33.75 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 2,702 | 38.78 | 2,128 | 78.08 | ||||
| 2025-08-14 | 13F | Massar 资本管理有限公司 | 340 | 268 | ||||||
| 2025-08-28 | NP | XNTK - SPDR(R) 纽约证券交易所科技 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,879 | 9.38 | 34,560 | 40.32 | ||||
| 2025-07-18 | 13F | 社区银行与信托，德克萨斯州韦科 | 1,563 | 0.19 | 1 | |||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 74 | 2.78 | 45 | 0.00 | ||||
| 2025-07-23 | 13F | BankPlus 信托部 | 2,627 | 11.46 | 2,069 | 42.99 | ||||
| 2025-08-29 | NP | JAFRX - 资本增值价值信托资产净值类别 | 6,591 | 1.37 | 5,191 | 30.04 | ||||
| 2025-07-18 | 13F | 三菱日联资产管理（英国）有限公司 | 5,800 | 61.11 | 5 | 100.00 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 1,405 | 6.84 | 1,107 | 37.05 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 4,142 | 10.60 | 2,599 | 15.36 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 8,650 | 0.59 | 5,428 | 4.93 | ||||
| 2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 1,234 | 11.88 | 972 | 43.57 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 1,462 | 0.14 | 1,151 | 28.46 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 1,123 | 182.16 | 885 | 262.30 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 61,447 | 27.09 | 48 | 65.52 | ||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 685 | 47.63 | 540 | 89.79 | ||||
| 2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 305,411 | 12.11 | 191,636 | 16.95 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 7,629 | 11.11 | 5,443 | 27.23 | ||||
| 2025-08-07 | 13F | PFG顾问 | 5,156 | 22.18 | 4,061 | 56.73 | ||||
| 2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,697 | 12.06 | 12,581 | 37.55 | ||||
| 2025-07-22 | 13F | 独特的财富有限责任公司 | 5,429 | 5.23 | 4,276 | 35.02 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 13,959 | 14.54 | 11 | 42.86 | ||||
| 2025-07-10 | 13F | 杰克逊广场资本有限公司 | 426 | 0.24 | 336 | 28.85 | ||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 336 | 0.30 | 253 | 21.15 | ||||
| 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 | 38,066 | 16.74 | 28,682 | 43.30 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 1,672 | 0.91 | 1,317 | 29.40 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 694 | 30.94 | 546 | 68.00 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 25,487 | 81.63 | 20 | 150.00 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 1,163 | 6.21 | 916 | 36.31 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 17,789 | 3.63 | 10,922 | 1.24 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 4,466 | 4 | ||||||
| 2025-08-28 | NP | TUGN - STF 战术增长和收入 ETF | 983 | 25.54 | 774 | 61.25 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 1,487 | 4.87 | 1,171 | 34.60 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC/WI | 1,308 | 0.93 | 1,030 | 29.56 | ||||
| 2025-07-10 | 13F | 信任点公司 | 1,968 | 21.86 | 1,550 | 56.41 | ||||
| 2025-08-26 | NP | PRCFX - T. Rowe Price 资本增值及收益基金 | 2,696 | 40.64 | 2,123 | 80.37 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 9,174 | 6.30 | 7,199 | 34.41 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 1,639 | 257.08 | 1,291 | 365.70 | ||||
| 2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 25,757 | 786.64 | 20,287 | 1,037.75 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 18 | 12.50 | 14 | 55.56 | ||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 7,200 | 242.86 | 4,518 | 252.62 | ||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 518,869 | 0.50 | 390,952 | 23.36 | ||||
| 2025-07-16 | 13F | Cadent 资本顾问有限公司 | 342 | 269 | ||||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 286 | 226 | ||||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 2,216 | 17.81 | 1,745 | 51.21 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 62,600 | 1.79 | 49,306 | 30.57 | |||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 45,500 | 5.08 | 35,837 | 34.80 | |||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 2,206 | 3.91 | 1,737 | 33.31 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 28,300 | 1,315.00 | 22,290 | 1,716.54 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 96,200 | 84.29 | 75,770 | 136.41 | |||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 226,800 | 241.57 | 178,634 | 338.17 | |||
| 2025-08-14 | 13F | Peak6有限责任公司 | 3 | 2 | ||||||
| 2025-08-07 | 13F | 策略资产管理公司 | 290 | 228 | ||||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 59,454 | 88.03 | 46,828 | 141.20 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 34,600 | 41.22 | 27,252 | 81.17 | |||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 17,704 | 124.61 | 13,944 | 188.16 | ||||
| 2025-08-14 | 13F | 芬德史密斯律师事务所 | 368,540 | 102.91 | 290,273 | 160.29 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 3,485,764 | 13.22 | 2,745,492 | 45.24 | ||||
| 2025-08-15 | 13F | 尤因莫里斯公司投资伙伴有限公司 | 1,623 | 1,278 | ||||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 379 | 299 | ||||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 299,886 | 18.77 | 236 | 52.26 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 5,562 | 2.58 | 4,381 | 31.57 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 1,792 | 9.20 | 1,411 | 40.12 | ||||
| 2025-08-25 | NP | RGLIX - RBC 全球股票领袖基金 I 类 | 198 | 29.41 | 156 | 66.67 | ||||
| 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 | 402,215 | 8.53 | 303,057 | 33.22 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 97 | 102.08 | 76 | 162.07 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 144,740 | 0.76 | 109,057 | 23.69 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 4,966 | 53.79 | 3,908 | 99.39 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 106,789 | 10.61 | 84,110 | 41.89 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 3,682 | 369.64 | 2,900 | 502.91 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 297,646 | 46.28 | 234,435 | 87.64 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML基本增长基金II类 | 1,280 | 1,008 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 纳斯达克 100 指数基金 II 类 | 284 | 224 | ||||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 8,264 | 0.16 | 6,418 | 26.67 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 1,516 | 5.87 | 1,194 | 35.84 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/Wellington 核心股权投资组合 A 类 | 127,855 | 11.52 | 100,702 | 43.06 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 397 | 313 | ||||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 73,904 | 3.17 | 58,210 | 32.35 | ||||
| 2025-08-14 | 13F | Sagard 控股管理公司 | 36 | 28 | ||||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 11,070 | 8,719 | ||||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 3,717 | 2.99 | 2,332 | 7.47 | ||||
| 2025-08-14 | 13F | 华福管理有限责任公司 | 4,878 | 3,842 | ||||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 18,286 | 28.75 | 14,403 | 65.16 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,285 | 51.00 | 1,013 | 94.06 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 89 | 8.54 | 69 | 38.00 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 265 | 209 | ||||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 4,117 | 3.44 | 3,242 | 32.71 | ||||
| 2025-08-08 | 13F | 创意策划 | 64,855 | 4.44 | 51,082 | 33.98 | ||||
| 2025-04-01 | NP | THNQ - ROBO Global(R) 人工智能 ETF | 3,490 | 28.45 | 2,099 | 26.60 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 799 | 52.77 | 629 | 95.95 | ||||
| 2025-08-14 | 13F | Globeflex资本有限公司 | 4,167 | 3,282 | ||||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 336 | 265 | ||||||
| 2025-07-29 | 13F | Consilio 财富顾问有限公司 | 309 | 240 | ||||||
| 2025-08-06 | 13F | 荷兰集团 | 128,068 | 110.52 | 100,870 | 170.05 | ||||
| 2025-07-16 | 13F | 财富财务顾问有限责任公司 | 833 | 0.85 | 656 | 29.39 | ||||
| 2025-07-29 | 13F | 戈德斯坦顾问有限责任公司 | 386 | 1.05 | 304 | 29.49 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 61,304 | 0.19 | 48,285 | 28.53 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 141 | 2.17 | 111 | 32.14 | ||||
| 2025-07-14 | 13F | 切里代尔财富管理有限公司 | 263 | 207 | ||||||
| 2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 570 | 25.83 | 449 | 61.15 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 1,201,116 | 6.46 | 946,035 | 36.56 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 7,860 | 3.83 | 6,191 | 33.18 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 6,304 | 43.93 | 4,965 | 84.64 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 830 | 654 | ||||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 141,714 | 6.37 | 88,921 | 10.97 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 10 | 8 | ||||||
| 2025-07-25 | 13F | 理查森金融服务公司 | 30 | 100.00 | 23 | 155.56 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 17,279 | 9.04 | 13,609 | 39.88 | ||||
| 2025-08-13 | 13F | 法国集团 | 11,991 | 26.46 | 9,403 | 61.18 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 134 | 15.52 | 84 | 21.74 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 2,837 | 35.42 | 2,235 | 73.72 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 793,399 | 4.64 | 624,905 | 34.23 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 3,639 | 136.61 | 2,866 | 203.60 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 4,015 | 1.39 | 3,162 | 30.07 | ||||
| 2025-08-29 | NP | BAFLX - Brown Advisory 全球领袖基金机构股票 | 115,463 | 2.07 | 90,942 | 30.93 | ||||
| 2025-08-14 | 13F | J.高盛公司 | 700 | 551 | ||||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 119,513 | 26.77 | 94,132 | 62.62 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 15,265 | 4.48 | 12,023 | 34.02 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 311 | 245 | ||||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 23,671 | 6.96 | 18,644 | 37.20 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 503 | 32.37 | 396 | 69.96 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 75,990 | 0.13 | 59,852 | 28.45 | ||||
| 2025-08-07 | 13F | 卫报合伙公司 | 4,905 | 1.76 | 3,775 | 31.41 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 11,152 | 31.56 | 6,998 | 37.22 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 1,144 | 86.02 | 901 | 138.99 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 34,100 | 8.25 | 26,858 | 38.87 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 88,631 | 6.66 | 69,808 | 36.83 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-06-25 | NP | TDVI - FT Vest Technology Dividend Target Income ETF | 2,380 | 25.13 | 1,493 | 30.51 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 2,045 | 5.41 | 1,610 | 35.18 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 65,477 | 1.13 | 41,085 | 5.49 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - NASDAQ-100(R) 2x 策略基金可变年金 | 1,964 | 48.45 | 1,547 | 90.39 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 500 | 307 | ||||||
| 2025-07-25 | NP | CBLAX - 哥伦比亚平衡基金 A 类 | 118,101 | 46.90 | 88,986 | 80.31 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 609 | 46.75 | 480 | 88.58 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 677 | 35.13 | 425 | 40.86 | ||||
| 2025-06-26 | NP | IEDI - iShares Evolved 美国全权委托支出 ETF | 100 | 8.70 | 63 | 12.73 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 1,241,958 | 0.48 | 978,640 | 28.95 | ||||
| 2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 28,758 | 49.01 | 22,651 | 91.14 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 5,017 | 11.46 | 3,952 | 43.00 | ||||
| 2025-07-16 | 13F | 梯度资本顾问有限责任公司 | 608 | 1.84 | 479 | 30.60 | ||||
| 2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 310 | 244 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 13,271 | 3.93 | 10,453 | 33.32 | ||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 435 | 0.69 | 343 | 29.06 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 25,916 | 35.73 | 20 | 81.82 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 24,266 | 14.61 | 19,113 | 47.03 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 7,684 | 16.18 | 6,052 | 49.06 | ||||
| 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 | 134,650 | 0.76 | 106,054 | 29.26 | ||||
| 2025-08-14 | 13F | 城堡胡克合伙公司 | 152,842 | 120,383 | ||||||
| 2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 658 | 413 | ||||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 354 | 5.36 | 279 | 34.95 | ||||
| 2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 115,535 | 43.24 | 90,999 | 83.76 | ||||
| 2025-08-25 | NP | CWS - AdvisorShares 重点股票 ETF | 11,245 | 2.32 | 8,857 | 31.26 | ||||
| 2025-07-31 | 13F | LJI 财富管理有限责任公司 | 265 | 209 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 137,265 | 0.26 | 108,114 | 28.62 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 3,506 | 2.48 | 2,762 | 29.56 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 10,563 | 1.85 | 8,320 | 30.67 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 68,730 | 26.69 | 54,134 | 62.52 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 24,145 | 2.33 | 19,017 | 31.27 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 1,480,145 | 16.24 | 1,165,807 | 49.12 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 7,978 | 66.80 | 6,284 | 114.03 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 28,250 | 9.22 | 17,726 | 13.93 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 9,699 | 0.69 | 7,639 | 29.17 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 94,843 | 757.14 | 74,701 | 999.68 | ||||
| 2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 348 | 274 | ||||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 287,054 | 16.75 | 226 | 49.67 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 907 | 5.59 | 714 | 35.48 | ||||
| 2025-07-16 | 13F | 伦道夫公司 | 46,427 | 0.72 | 36,567 | 29.21 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 4,853 | 19.68 | 3,045 | 24.85 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 成长型投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,883 | 13,298 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,655 | 2.48 | 1,304 | 31.48 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 913 | 4.82 | 719 | 34.64 | ||||
| 2025-07-24 | 13F | 支点资本有限责任公司 | 12,387 | 1.60 | 9,756 | 30.34 | ||||
| 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 | 69,144 | 1.36 | 43,386 | 5.73 | ||||
| 2025-08-08 | 13F | 包装管理公司 | 949 | 0.64 | 747 | 29.24 | ||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 2,364 | 0.17 | 1,862 | 28.43 | ||||
| 2025-08-14 | 13F | SurgoCap 合伙公司 | 267,785 | 210,916 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 16,780 | 4.41 | 12,643 | 28.16 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 456 | 355 | ||||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 198 | 11.86 | 156 | 43.52 | ||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 17,684 | 4.23 | 13,324 | 27.93 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | -362 | 28.47 | ||||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 32,102 | 0.91 | 25,284 | 29.46 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 172,607 | 26.41 | 136 | 62.65 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 24,329 | 1.21 | 19,162 | 29.84 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 4,653 | 9.28 | 3,665 | 40.17 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 589 | 1.20 | 464 | 29.69 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -2,141 | 129.47 | -1,686 | 194.76 | |||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 28,200 | 24.23 | 22,211 | 59.37 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 349 | 93.89 | 275 | 149.09 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 19,087 | 22.72 | 11,719 | 19.89 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 20 | 16 | ||||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 371,586 | 162.94 | 292,672 | 237.30 | ||||
| 2025-08-29 | NP | ETNEX - Eventide Exponential Technologies 基金 N 类股票 | 2,979 | 87.01 | 2,346 | 139.88 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 1,996 | 2.67 | 1,572 | 31.77 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 5,650 | 4.44 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 480,343 | 0.17 | 378,333 | 28.50 | ||||
| 2025-07-02 | 13F | 雅各布斯公司/ca | 14,441 | 0.06 | 11 | 37.50 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 150,447 | 3.99 | 94,401 | 8.48 | ||||
| 2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 9 | 7 | ||||||
| 2025-07-18 | 13F | 九十一英国有限公司 | 1,458,792 | 3.63 | 1,148,988 | 32.94 | ||||
| 2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 260 | 204 | ||||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 9,341 | 7,357 | ||||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 31,519 | 8.57 | 25 | 41.18 | ||||
| 2025-08-14 | 13F | Maytus资本管理有限责任公司 | 18,094 | 68.76 | 14,251 | 116.48 | ||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 14 | 11 | ||||||
| 2025-06-26 | NP | 贝莱德基金 III - 贝莱德多元化固定收益基金机构份额 | 63 | 40 | ||||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 2 | 100.00 | 2 | |||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 2,348 | 13.70 | 1,849 | 45.94 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 2 | 2 | ||||||
| 2025-08-13 | 13F | 米格资本有限责任公司 | 2,726 | 2,147 | ||||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 7,705 | 10.31 | 5,805 | 35.41 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 110,731 | 31.86 | 87,215 | 69.15 | ||||
| 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 | 3,531,483 | 0.60 | 2,660,866 | 23.48 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 18,058 | 0.11 | 11,331 | 4.42 | ||||
| 2025-07-22 | 13F | 阿尔塔财富顾问有限责任公司 | 658 | 34.01 | 519 | 72.09 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 21,009 | 33.76 | 16,547 | 71.60 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 1,028 | 48.55 | 810 | 90.80 | ||||
| 2025-08-14 | 13F | KP管理有限公司 | 10,000 | 7,876 | ||||||
| 2025-08-14 | 13F | Bwcp，LP | 34,548 | 27,211 | ||||||
| 2025-08-05 | 13F | 桥水顾问公司 | 1,658 | 2.60 | 1,337 | 32.77 | ||||
| 2025-07-14 | 13F | 蓝天财富顾问有限责任公司 | 768 | 0.26 | 605 | 28.51 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 315,628 | 151.76 | 249 | 226.32 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 84,529 | 0.01 | 66,578 | 28.29 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 59,326 | 0.39 | 44,700 | 23.22 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 5,738 | 86.36 | 4,519 | 139.10 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 2,543 | 15.28 | 2,005 | 47.90 | ||||
| 2025-07-29 | 13F | 纬度顾问有限责任公司 | 288 | 227 | ||||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 452 | 356 | ||||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 5,558 | 6.03 | 4,378 | 36.02 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 336 | 265 | ||||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 400 | 6.95 | 251 | 11.61 | ||||
| 2025-07-28 | NP | ZGFAX-美国Beacon Ninety One全球特许经营基金Y类 | 27,944 | 13.99 | 21,055 | 39.92 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 2,880 | 616.42 | 2,268 | 821.95 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 4,143 | 14.10 | 3,263 | 46.39 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 16,920 | 0.88 | 10,617 | 5.22 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 409 | 322 | ||||||
| 2025-08-20 | NP | WBGSX - 威廉·布莱尔成长基金 N 级 | 8,482 | 48.34 | 6,681 | 90.31 | ||||
| 2025-08-19 | NP | BUFEX - 布法罗大盘基金投资者类别 | 1,510 | 42.45 | 1,189 | 82.92 | ||||
| 2025-04-25 | 13F | 古德曼咨询集团有限责任公司 | 27 | 0 | ||||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 7,697 | 3.15 | 6,062 | 32.33 | ||||
| 2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 78 | 16.42 | 49 | 20.00 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 1,044 | 2.05 | 822 | 31.10 | ||||
| 2025-08-12 | 13F | 守望者集团公司 | 6,847 | 0.16 | 5,393 | 28.47 | ||||
| 2025-03-27 | NP | 克拉夫全球股息和收益基金 | Short | -950 | -571 | |||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 599 | 0.17 | 472 | 28.34 | ||||
| 2025-07-18 | 13F | 黄水晶资本有限公司 | 369 | 291 | ||||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁牛顿科技增长投资组合服务类 | 79,623 | 16.07 | 62,713 | 48.89 | ||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 345 | 4.23 | 272 | 33.50 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 9,910 | 2.69 | 7,805 | 31.73 | ||||
| 2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 506,695 | 5.29 | 399,088 | 35.07 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 535 | 29.23 | 421 | 65.75 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 83,041 | 0.37 | 65,406 | 28.76 | ||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 432 | 13.09 | 340 | 45.30 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 5,523 | 75.39 | 4,350 | 125.04 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 376 | 3.87 | 296 | 33.33 | ||||
| 2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 944 | 744 | ||||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,228 | 1.63 | 3,280 | 6.01 | ||||
| 2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 31 | 10.71 | 19 | 18.75 | ||||
| 2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 3,765 | 38.42 | 2,965 | 77.54 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 186 | 16.98 | 0 | |||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 4,752 | 6.59 | 3,743 | 36.72 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 314,704 | 0.12 | 246 | 32.97 | ||||
| 2025-07-16 | 13F | RWM 资产管理有限公司 | 513 | 404 | ||||||
| 2025-08-14 | 13F | 天鹅资本有限责任公司 | 9 | 7 | ||||||
| 2025-08-15 | 13F | 肯辛顿投资顾问有限责任公司 | 1,756 | 0.34 | 1,383 | 28.77 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 20,596 | 0.41 | 16,222 | 28.81 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 13,294 | 1.74 | 10,471 | 30.52 | ||||
| 2025-08-13 | 13F | Silphium资产管理有限公司 | 8,438 | 5.36 | 6,646 | 35.16 | ||||
| 2025-08-13 | 13F/A | DLD资产管理有限合伙人 | 309 | 243 | ||||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 470 | 7.31 | 370 | 38.06 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 657,460 | 517,835 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | Put | 199,800 | 116.00 | 157,368 | 177.09 | |||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 104,600 | 17.26 | 82,386 | 50.43 | |||
| 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 | 11,762 | 42.81 | 8,862 | 75.31 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 6,992 | 19.95 | 5,507 | 53.91 | ||||
| 2025-07-28 | NP | TQQQ - ProShares UltraPro QQQ | 258,746 | 13.55 | 194,957 | 39.38 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/MFS 技术组合 IB 级 | 22,984 | 1.39 | 18,103 | 30.06 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 649 | 2.69 | 511 | 31.70 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 143 | 210.87 | 113 | 300.00 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 58,838 | 46,343 | ||||||
| 2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 158 | 6.76 | 99 | 11.24 | ||||
| 2025-08-14 | 13F | Xponance公司 | 70,666 | 8.50 | 55,659 | 39.18 | ||||
| 2025-07-29 | 13F | Arcus 资本合伙人有限责任公司 | 1,190 | 937 | ||||||
| 2025-08-13 | 13F | 万斯财富公司 | 1,116 | 1.45 | 879 | 30.07 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 40 | 32 | ||||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 2,947 | 14.22 | 2,321 | 46.53 | ||||
| 2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 492 | 9.09 | 388 | 40.22 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 15,463 | 41.72 | 12,179 | 81.80 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 639 | 8.31 | 503 | 38.95 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 2,525 | 3.40 | 1,989 | 32.62 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 32,387 | 14.01 | 26 | 47.06 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 10,158 | 6.13 | 8,001 | 36.15 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 1,579 | 2.07 | 1,244 | 30.98 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 25,832 | 12.45 | 20,346 | 44.25 | ||||
| 2025-08-21 | NP | THMZ-Lazard股票大趋势ETF | 771 | 607 | ||||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 2,867 | 1.41 | 2,258 | 30.14 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 398 | 69.36 | 310 | 115.28 | ||||
| 2025-07-18 | 13F | 九十一 SA (PTY) 有限公司 | 12,776 | 220.52 | 10,036 | 310.13 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 68,334 | 6.29 | 53,822 | 36.35 | ||||
| 2025-08-04 | 13F | 新月英镑有限公司 | 1,423 | 17.51 | 1,121 | 50.74 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 1,620 | 209.16 | 1,276 | 295.96 | ||||
| 2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 63,256 | 30.94 | 49,822 | 67.97 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 870 | 43.56 | 685 | 84.14 | ||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 5,179 | 0.02 | 4,079 | 28.28 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 55,948 | 3.43 | 44,066 | 32.68 | ||||
| 2025-08-27 | NP | QQH - HCM Defender 100 指数 ETF | 5,691 | 12.49 | 4,482 | 44.30 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 7,110 | 4.65 | 4,461 | 9.18 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 708 | 2.46 | 558 | 31.37 | ||||
| 2025-08-29 | NP | BAFE-布朗咨询灵活股票ETF | 44,887 | 15.21 | 35,354 | 47.79 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 2,705 | 2,131 | ||||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 3,005,347 | 11.50 | 2,367,101 | 43.03 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | Call | 25,000 | 19,691 | |||||
| 2025-08-12 | 13F | 贝莱德公司 | 25,831,802 | 6.12 | 20,345,902 | 36.13 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 393,038 | 0.76 | 309,603 | 29.26 | ||||
| 2025-08-05 | 13F | 德克萨斯银行与信托公司 | 843 | 5.64 | 664 | 35.58 | ||||
| 2025-06-17 | NP | CFGRX - 成长基金股票 | 3,460 | 15.33 | 2,171 | 20.34 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 2,230 | 34.10 | 1,756 | 72.16 | ||||
| 2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 8,931 | 0.56 | 7,034 | 29.02 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 128 | 204.76 | 96 | 284.00 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 239 | 79.70 | 188 | 132.10 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（欧洲）有限公司 | 16,322 | 21.52 | 12,856 | 55.87 | ||||
| 2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 570 | 23.91 | 358 | 23.96 | ||||
| 2025-07-28 | NP | IQQQ - ProShares Nasdaq-100 高收入 ETF | 2,556 | 53.51 | 1,926 | 88.36 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 132,612 | 46.55 | 104,449 | 87.99 | ||||
| 2025-08-12 | 13F | 传统金融集团公司 | 276 | 217 | ||||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 73,980 | 8.20 | 46,420 | 12.88 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 954 | 20.61 | 751 | 54.85 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 13,894 | 207.05 | 10,943 | 293.92 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 132,500 | 104,361 | |||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Put | 2,500 | 1,969 | |||||
| 2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 4,437 | 6.10 | 3,343 | 30.23 | ||||
| 2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 353 | 278 | ||||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 1,605 | 0.82 | 1,264 | 28.46 | ||||
| 2025-08-29 | NP | BASG - 布朗咨询可持续增长ETF | 27,522 | 21,677 | ||||||
| 2025-07-29 | 13F | TFC财务管理 | 13 | 8.33 | 10 | 42.86 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 328,119 | 2.73 | 258,436 | 31.78 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,160 | 4.69 | 728 | 9.16 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 306 | 0.66 | 241 | 29.57 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 312 | 19.08 | 0 | |||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 173 | 517.86 | 136 | 700.00 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 255 | 201 | ||||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 4,897 | 22.55 | 3,857 | 57.24 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 1,466 | 13.73 | 1,155 | 45.89 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 14,317 | 42.60 | 11,276 | 82.93 | ||||
| 2025-08-06 | 13F | 新千年集团有限责任公司 | 563 | 0.18 | 443 | 28.41 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 724 | 2.40 | 570 | 31.34 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 17,208 | 13,554 | ||||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 27 | 28.57 | 21 | 75.00 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 1,537 | 1.45 | 1,211 | 30.11 | ||||
| 2025-08-11 | 13F | 投资者专业 Gestao de Recursos Ltda。 | 885 | 9.80 | 697 | 41.09 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 15 | 114.29 | 12 | 175.00 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 10,366 | 1.06 | 8,165 | 29.65 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 5,210 | 17.45 | 4,104 | 50.68 | ||||
| 2025-07-25 | NP | TEMWX - 邓普顿世界基金 A 级 | 56,219 | 42,359 | ||||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 5,425 | 20,765.38 | 4,273 | 28,380.00 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 339 | 0.30 | 267 | 28.50 | ||||
| 2025-07-29 | 13F | 联合银行 | 932 | 734 | ||||||
| 2025-08-08 | 13F | 多诺霍福林有限责任公司 | 3,532 | 2,782 | ||||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 14,796 | 19.03 | 11,757 | 54.90 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 243 | 191 | ||||||
| 2025-06-30 | NP | NSFMX - Natixis 可持续未来 2060 基金 N 类 | 15 | 15.38 | 9 | 28.57 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 185 | 5.71 | 146 | 35.51 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 134,785 | 12.43 | 104,670 | 45.78 | ||||
| 2025-07-17 | 13F | 斯科特与塞尔伯公司 | 4,240 | 0.66 | 3 | 50.00 | ||||
| 2025-08-27 | NP | BCAMX - Boston Common ESG 影响美国股票基金 Boston Common ESG 影响美国股票 | 1,146 | 0.79 | 903 | 29.23 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 2,772 | 3.20 | 2,172 | 31.72 | ||||
| 2025-07-25 | NP | LOWV - AB 美国低波动性股票 ETF | 3,421 | 27.08 | 2,578 | 55.99 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 8,059 | 14.80 | 5,057 | 19.75 | ||||
| 2025-06-27 | NP | CVGRX - Calamos 成长基金 A 类 | 10,400 | 25.30 | 6,526 | 25.67 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 20 | 13 | ||||||
| 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 | 160,546 | 0.43 | 120,967 | 23.27 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 47 | 37 | ||||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 551 | 13.37 | 434 | 45.30 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,151 | 431.11 | 1,694 | 583.06 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 9,061 | 2.04 | 7,137 | 30.89 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 238,046 | 5.42 | 149,367 | 9.97 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 151,574 | 3.93 | 119,384 | 33.33 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 412 | 6.46 | 325 | 36.71 | ||||
| 2025-07-10 | 13F | 希拉岭财富管理 | 255 | 201 | ||||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 3,301 | 18.44 | 2,598 | 51.84 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 12 | 50.00 | 9 | 125.00 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 2,695 | 2.01 | 2,123 | 30.83 | ||||
| 2025-07-15 | 13F | 海伯利安资产管理有限公司 | 160,733 | 9.55 | 126,598 | 40.53 | ||||
| 2025-08-13 | 13F | 正确资本财富管理 | 621 | 1.80 | 489 | 30.75 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 105 | 5.00 | 82 | 32.79 | ||||
| 2025-08-04 | 13F | 巴伦汀有限责任公司 | 410 | 323 | ||||||
| 2025-06-30 | NP | NSFFX - Natixis 可持续未来 2030 基金 N 类 | 10 | 11.11 | 6 | 20.00 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 10,990 | 0.17 | 8,656 | 28.50 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 295,400 | 57.46 | 229,399 | 104.17 | |||
| 2025-08-08 | 13F | 哈特兰有限公司 | 4,488 | 9.54 | 3,535 | 40.56 | ||||
| 2025-07-17 | 13F | 柳溪财富管理公司 | 3,591 | 0.11 | 2,828 | 28.43 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 3,700 | 8.25 | 2,788 | 32.84 | ||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 929 | 170.06 | 726 | 222.22 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 228,770 | 93.07 | 180,186 | 147.67 | ||||
| 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 | 286 | 17.70 | 179 | 22.60 | ||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 2,611 | 0.15 | 1,564 | -4.58 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 465 | 0.43 | 366 | 28.87 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 31 | 24 | ||||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 457 | 0.22 | 360 | 28.21 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 57,936 | 0.18 | 45,632 | 28.52 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 327 | 13.54 | 201 | 10.50 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,652 | 39.18 | 4,801 | 45.18 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 1,717 | 1,352 | ||||||
| 2025-08-14 | 13F | BTG Pactual SA 银行 | 390 | 307 | ||||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 352 | 277 | ||||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 34,500 | 4,828.57 | 27,173 | 6,234.03 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL/T。 Rowe Price资本增值基金（一） | 198,040 | 1.59 | 155,982 | 30.32 | ||||
| 2025-07-21 | 13F | 111资本 | 6,832 | 102.13 | 5,381 | 159.33 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 451 | 2.27 | 355 | 31.48 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 1,134,602 | 11.97 | 893,647 | 43.64 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 27,900 | 21,975 | |||||
| 2025-07-11 | 13F | TrimTabs 资产管理有限责任公司 | 19,656 | 50.36 | 15,482 | 92.89 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 701 | 0.14 | 552 | 28.67 | ||||
| 2025-06-20 | NP | ABOT - TrimTabs Donoghue Forlines 风险管理创新 ETF | 240 | 3.90 | 151 | 8.70 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 810 | 12.97 | 508 | 17.87 | ||||
| 2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 1,082 | 117.71 | 852 | 179.34 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 426,513 | 18.25 | 335,934 | 51.70 | ||||
| 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 | 150 | 72.41 | 94 | 80.77 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 611 | 6.82 | 481 | 37.04 | ||||
| 2025-06-30 | NP | QCLR - Global X 纳斯达克 100 领 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 | 41 | 32.26 | 26 | 38.89 | ||||
| 2025-07-16 | 13F | 五大洋顾问 | 344 | 2.38 | 271 | 31.07 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 74 | 362.50 | 58 | 544.44 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 278 | 1.09 | 219 | 29.76 | ||||
| 2025-08-28 | NP | 规则 - 自适应核心 ETF | 422 | 332 | ||||||
| 2025-08-08 | 13F | 财富信托资产管理有限公司 | 256 | 202 | ||||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 2,800 | 2,205 | ||||||
| 2025-07-25 | 13F | 康科德资产管理有限公司/VA | 2,811 | 1.74 | 2,214 | 34.51 | ||||
| 2025-06-30 | NP | VADGX - Vanguard Advice 选择股息增长基金 Admiral Shares | 70,248 | 31.68 | 44,079 | 37.36 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 19,314 | 15,212 | ||||||
| 2025-08-13 | 13F | 莫内科顾问有限责任公司 | 1,077 | 1.70 | 848 | 30.46 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 740 | 21.11 | 583 | 55.20 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,285 | 96.78 | 963 | 150.78 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 1,012 | 126.91 | 797 | 191.94 | ||||
| 2025-08-29 | NP | GGRW - Gabelli 成长创新者 ETF | 137 | 12.30 | 108 | 44.59 | ||||
| 2025-07-11 | 13F | Bouvel 投资合伙人有限责任公司 | 9,768 | 0.88 | 7,693 | 27.96 | ||||
| 2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 9,507 | 19.51 | 7,488 | 53.30 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 8,719 | 56.76 | 6,868 | 101.14 | ||||
| 2025-07-30 | 13F | 施尼德资本管理有限公司 | 537 | 43.97 | 423 | 84.28 | ||||
| 2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 14,159 | 0.68 | 10,668 | 23.59 | ||||
| 2025-07-10 | 13F | Mogy Joel R 投资顾问公司 | 73,231 | 0.17 | 57,679 | 28.50 | ||||
| 2025-08-14 | 13F | 特立独行资本有限公司 | 2,358 | 1,857 | ||||||
| 2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 576 | 32.11 | 454 | 69.66 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 19,112 | 8.98 | 11,496 | 1.27 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 335 | 4.04 | 264 | 33.50 | ||||
| 2025-08-13 | 13F | 科洛弗资本集团有限公司 | 4,131 | 0.15 | 3,254 | 28.48 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 6,208 | 23.96 | 4,890 | 59.04 | ||||
| 2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 14,635 | 27.98 | 11,524 | 64.21 | ||||
| 2025-08-14 | 13F | 伦敦资本资产管理有限公司 | 33,629 | 26,487 | ||||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | Put | 49,500 | 32,532 | |||||
| 2025-08-08 | 13F | 里程碑资源集团有限公司 | 172,104 | 6.08 | 136 | 36.36 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | 49,500 | 32,532 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 54,871 | 2.45 | 43,218 | 31.43 | ||||
| 2025-08-29 | NP | TECHX - WisdomTree 科技创新 100 数字基金 N/A | 54 | 1.89 | 43 | 31.25 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 5,585 | 6.65 | 4,399 | 36.80 | ||||
| 2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 993 | 1.74 | 782 | 30.55 | ||||
| 2025-07-23 | NP | DTCAX - 纽约梅隆银行可持续美国股票基金公司 A 类 | 19,018 | 7.88 | 14,329 | 32.42 | ||||
| 2025-07-16 | 13F | 南方资本顾问有限公司 | 629 | 0.16 | 496 | 28.57 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 107 | 1.90 | 84 | 31.25 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 176 | 125.64 | 139 | 193.62 | ||||
| 2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 506,583 | 7.78 | 399,000 | 38.26 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 182 | 6.43 | 137 | 31.73 | ||||
| 2025-07-23 | 13F | 科恩投资顾问有限责任公司 | 6,754 | 1.69 | 5,320 | 30.43 | ||||
| 2025-08-26 | NP | JTEK - 摩根大通美国科技领袖ETF | 73,833 | 40.15 | 58,153 | 79.78 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 55,047 | 63.04 | 43,357 | 109.15 | ||||
| 2025-08-19 | NP | Securian 基金信托 - SFT 常春藤成长基金 | 22,768 | 10.90 | 17,933 | 42.26 | ||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 301 | 237 | ||||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 7,200 | 0 | |||||
| 2025-08-12 | 13F | 农民国家银行 | 333 | 262 | ||||||
| 2025-07-07 | 13F | 加速投资顾问有限责任公司 | 671 | 4.68 | 528 | 34.35 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 50 | 39 | ||||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 2,671 | 1.91 | 2,104 | 30.70 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 6,650 | 5,238 | ||||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 大盘成长投资组合初始类别 | 62,500 | 133.64 | 49,227 | 192.79 | ||||
| 2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 19,368 | 53.02 | 12,153 | 59.62 | ||||
| 2025-05-27 | NP | BLACKROCK BOND FUND, INC. - 贝莱德总回报基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,707 | 1,048 | ||||||
| 2025-08-15 | 13F | Binnacle投资公司 | 101 | 7.45 | 80 | 38.60 | ||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 891 | 1.14 | 701 | 29.81 | ||||
| 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 | 11 | 22.22 | 7 | 20.00 | ||||
| 2025-07-18 | 13F | 维吉拉尔财富管理 | 616 | 13.24 | 485 | 45.21 | ||||
| 2025-08-14 | 13F | 富登基金管理有限公司 | 3,836 | 14.64 | 3,021 | 47.08 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 809 | 3.19 | 637 | 32.43 | ||||
| 2025-08-07 | 13F | 退休解决方案公司 | 314 | 247 | ||||||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | Put | 30,300 | 23,865 | |||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 384,100 | 24.75 | 302,529 | 60.03 | |||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | 180,357 | 140.34 | 142,055 | 208.31 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 164,100 | 13.96 | 129,250 | 46.19 | |||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 1,127 | 1.26 | 888 | 29.87 | ||||
| 2025-03-27 | NP | 克拉夫全球股票基金 | Short | -1,800 | -1,083 | |||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 7,074 | 5.98 | 5,572 | 35.94 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德资本增值投资组合 A 级 | 81,612 | 59.36 | 64,280 | 104.43 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 2,785 | 23.07 | 1,748 | 28.36 | ||||
| 2025-08-14 | 13F | 马林银行 | 896 | 7.69 | 706 | 38.24 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 27,759 | 7.47 | 21,864 | 37.87 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 4,939 | 3,890 | ||||||
| 2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 316 | 249 | ||||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,639 | 16.68 | 6,509 | 43.24 | ||||
| 2025-05-13 | 13F | 金牛资产管理有限公司 | 53,549 | 3.22 | 32,879 | 0.84 | ||||
| 2025-08-14 | 13F | 七英里咨询 | 933 | 1.52 | 735 | 30.14 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 9,014 | 6.07 | 7,100 | 36.07 | ||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 575 | 15.46 | 453 | 48.20 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 675 | 20.75 | 532 | 54.81 | ||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84 | 5.00 | 63 | 28.57 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 17 | 6.25 | 13 | 33.33 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 15,761 | 381.11 | 12,414 | 517.26 | ||||
| 2025-08-26 | NP | 纽约梅隆银行投资组合 - 技术增长投资组合 - 初始股 | 10,431 | 7.24 | 8,216 | 37.56 | ||||
| 2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 2,234 | 1.09 | 1,760 | 29.72 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 1,500 | 1,181 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 27,707,966 | 1.38 | 21,823,625 | 30.05 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 1,278 | 35.24 | 992 | 81.83 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 2,755 | 10.07 | 2,170 | 41.21 | ||||
| 2025-04-10 | 13F | 联合消化控股公司 | 4,890 | 101.15 | 3,002 | 96.59 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,149 | 3.53 | 20,173 | 8.00 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 1,173,507 | 2.38 | 924,289 | 31.33 | ||||
| 2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 295,313 | 0.80 | 232,556 | 29.30 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 338 | 266 | ||||||
| 2025-08-28 | NP | TLGQX - 成长股票基金 | 3,612 | 76.28 | 2,845 | 126.07 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,902,435 | 1.47 | 1,498,415 | 30.17 | ||||
| 2025-03-27 | NP | 克拉夫全球机会基金 | Short | -3,140 | -1,889 | |||||
| 2025-08-13 | 13F | 阿科资本有限责任公司 | 675,783 | 21.59 | 532 | 56.01 | ||||
| 2025-08-14 | 13F | 鲸岩资本管理有限公司 | 87,168 | 68,656 | ||||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 341 | 269 | ||||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 65,740 | 3.02 | 51,779 | 32.15 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 5,630 | 4,434 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 6,196 | 25.05 | 4,880 | 60.42 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 317 | 250 | ||||||
| 2025-04-29 | NP | SGLC - SGI 美国大盘核心 ETF | 676 | 415 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 507 | 2.22 | 399 | 31.25 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 1,687 | 8.00 | 1,329 | 38.48 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 146 | 0 | ||||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -7,352 | -4,613 | |||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 682 | 16.18 | 537 | 49.17 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 5,071 | 169.73 | 3,994 | 246.01 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 624 | 491 | ||||||
| 2025-07-14 | 13F | IronOak Wealth LLC。 | 3,198 | 2,519 | ||||||
| 2025-08-22 | NP | CALAMOS ADVISORS TRUST/IL - Calamos 增长与收入投资组合 | 280 | 80.65 | 221 | 131.58 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 1,451 | 15.99 | 1,143 | 52.47 | ||||
| 2025-07-29 | NP | AIM COUNSELOR 系列信托（INVESCO COUNSELOR 系列信托）- 景顺纳斯达克 100 指数基金 R6 级 | 2,377 | 18.02 | 1,791 | 44.82 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 220 | 10.00 | 173 | 38.40 | ||||
| 2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 694 | 0.14 | 547 | 28.47 | ||||
| 2025-08-29 | NP | MRLIX - AMG Renaissance 大盘成长基金 Z 类 | 3,528 | 2,779 | ||||||
| 2025-08-27 | NP | RYVLX - NASDAQ-100(R) 2x 策略基金 A | 17,545 | 48.33 | 13,819 | 90.28 | ||||
| 2025-07-23 | 13F | 增值金融有限责任公司 | 460 | 10.58 | 362 | 41.96 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 1,315 | 4.78 | 825 | 9.42 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 924 | 25.54 | 728 | 61.20 | ||||
| 2025-08-01 | 13F | 博尔特豪斯投资有限责任公司 | 283 | 223 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 35,797 | 61.26 | 21,440 | 56.02 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 6,608 | 2.35 | 5,205 | 31.31 | ||||
| 2025-08-26 | NP | SBRAX - Segall Bryant & Hamill All Cap 基金零售类 | 2,589 | 11.12 | 2,039 | 42.59 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 16 | 45.45 | 13 | 100.00 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 143 | 120.00 | 113 | 77.78 | ||||
| 2025-07-30 | NP | DTEC - 阿尔卑斯颠覆性技术 ETF | 1,350 | 0.07 | 1,017 | 22.83 | ||||
| 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 | 3,488 | 8.02 | 2,747 | 38.60 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 17 | 6.25 | 13 | 33.33 | ||||
| 2025-08-29 | NP | JAGTX - 骏利亨德森全球科技基金 T 类 | 244,377 | 4.20 | 192,479 | 33.66 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 4,633 | 3,649 | ||||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - Templeton Growth VIP 基金 1 级 | 5,413 | 4,263 | ||||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 772 | 17.86 | 484 | 23.16 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 740 | 73.71 | 558 | 113.41 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 450,068 | 3.94 | 354,487 | 33.33 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 1,054 | 830 | ||||||
| 2025-07-22 | 13F | PUREfi 财富有限责任公司 | 353 | 7.29 | 278 | 37.62 | ||||
| 2025-08-13 | 13F | 三井住友金融集团 | 42,982 | 6.65 | 33,854 | 36.81 | ||||
| 2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 4 | 3 | ||||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 686 | 517 | ||||||
| 2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 708 | 0.14 | 558 | 28.57 | ||||
| 2025-06-30 | NP | QYLD - Global X 纳斯达克 100 备兑看涨 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 | 169,318 | 9.80 | 106,242 | 14.54 | ||||
| 2025-08-28 | NP | XLK - 技术精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,222,546 | 1.77 | 1,750,544 | 30.55 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 74,067 | 1,970.65 | 58,337 | 2,556.51 | ||||
| 2025-08-12 | 13F | 鲍文汉斯公司 | 286 | 225 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,223 | 4.53 | 963 | 34.12 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 369 | 291 | ||||||
| 2025-07-22 | 13F/A | Elser 财务规划有限公司 | 451 | 4.88 | 356 | 34.47 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 656 | 92.94 | 517 | 148.08 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 2,196 | 14.02 | 1,730 | 46.28 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 159 | 341.67 | 125 | 468.18 | ||||
| 2025-08-05 | 13F | 日内瓦资本管理有限公司 | 35,398 | 2.50 | 27,881 | 31.50 | ||||
| 2025-08-14 | 13F | 游戏溪资本有限合伙人 | 3,300 | 2,599 | ||||||
| 2025-07-24 | 13F | Brücke Financial, Inc. | 823 | 14.62 | 648 | 44.00 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 443 | 349 | ||||||
| 2025-08-19 | 13F | Liontrust Investment Partners LLP | 217,771 | 8.30 | 171,523 | 38.93 | ||||
| 2025-08-13 | 13F | 智能财富有限责任公司 | 693 | 546 | ||||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 1,000 | 100.00 | 614 | 95.22 | |||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 105 | 90.91 | 83 | 148.48 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 1,000 | 150.00 | 614 | 144.22 | |||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 793 | 3.66 | 625 | 33.05 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 6,400 | 88.24 | 5,041 | 141.49 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 144,740 | 14.57 | 114,002 | 46.97 | ||||
| 2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 377 | 0.53 | 289 | 25.76 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 24,507 | 30.09 | 19 | 72.73 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 2,075 | 96.50 | 1,634 | 152.16 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 2,073 | 3.49 | 1,632 | 32.79 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 154 | 1.32 | 121 | 30.11 | ||||
| 2025-06-25 | NP | BKCG——纽约梅隆银行集中增长ETF | 7,335 | 4,602 | ||||||
| 2025-07-30 | NP | FINX - Global X 金融科技 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,682 | 8.02 | 20,104 | 32.60 | ||||
| 2025-07-11 | 13F | 比特币资本管理公司 | 13,357 | 8.30 | 10,507 | 38.75 | ||||
| 2025-08-06 | 13F | 融合金融有限公司 | 2,175 | 1,713 | ||||||
| 2025-08-13 | 13F | Peloton 财富策略师 | 4,462 | 1.09 | 4 | 50.00 | ||||
| 2025-07-07 | 13F | 大道 1 顾问有限责任公司 | 845 | 6.42 | 666 | 36.55 | ||||
| 2025-08-12 | 13F | HFR 财富管理有限责任公司 | 23,427 | 0.27 | 18,452 | 28.62 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 777 | 60.21 | 612 | 105.72 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 177,729 | 0.27 | 139,987 | 28.62 | ||||
| 2025-08-14 | 13F | 莱特森投资管理公司 | 8,428 | 0.01 | 6,638 | 28.28 | ||||
| 2025-07-07 | 13F | 惠理投资公司 | 3,866 | 5.14 | 3,040 | 34.53 | ||||
| 2025-07-14 | 13F | 克里斯·布尔曼公司 | 1,529 | 0.39 | 1,204 | 28.77 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 209,378 | 25.81 | 164,912 | 61.39 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 656 | 0.15 | 517 | 28.36 | ||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 13,920 | 6.97 | 10,964 | 37.23 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 18,607 | 2.06 | 11,675 | 6.47 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 2,015 | 0.25 | 1,587 | 28.61 | ||||
| 2025-07-28 | NP | VSRDX - 美国社会责任基金 | 9,892 | 14.45 | 7,453 | 40.49 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 42,000 | 17.32 | 4 | 200.00 | |||
| 2025-08-14 | 13F | EHP基金公司 | 500 | 394 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 178,492 | 5.23 | 111,998 | 9.77 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 9,601 | 88.03 | 7,401 | 136.08 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 1,417 | 2.76 | 1,116 | 31.91 | ||||
| 2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 17,299 | 0.27 | 13,625 | 28.63 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 693 | 11.06 | 522 | 36.29 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 73,811 | 58,136 | ||||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 484 | 2.11 | 381 | 31.38 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 27,797 | 21,894 | ||||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 2,517 | 2.90 | 1,982 | 32.05 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 233 | 0.87 | 184 | 29.79 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 94 | 36.23 | 73 | 71.43 | ||||
| 2025-08-13 | 13F | 温斯洛资本管理有限公司 | 993,711 | 782,677 | ||||||
| 2025-07-31 | 13F | 联合社区银行 | 613 | 32.40 | 483 | 69.72 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 1,939 | 0.41 | 1,461 | 23.21 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 314,759 | 0.90 | 247,914 | 29.44 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 8,342 | 4.85 | 6,570 | 34.52 | ||||
| 2025-07-23 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 955 | 720 | ||||||
| 2025-08-14 | 13F | 私人资本管理有限责任公司 | 262 | 206 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 1,900 | 216.67 | 1,496 | 306.52 | |||
| 2025-07-22 | 13F | 达文波特有限公司 | 19,363 | 5.11 | 15,251 | 34.85 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 257,787 | 148.34 | 203,041 | 218.57 | ||||
| 2025-08-07 | 13F/A | 贝尔投资咨询有限公司 | Call | 0 | 770 | |||||
| 2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 4,588 | 0.02 | 3,614 | 28.30 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 3,030 | 5.87 | 2,387 | 35.80 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 2,190 | 12.08 | 1,725 | 43.87 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 3,409 | 9.83 | 2,685 | 40.94 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 8,410 | 0.37 | 6,624 | 28.75 | ||||
| 2025-07-22 | 13F | 银湖咨询有限责任公司 | 300 | 236 | ||||||
| 2025-08-08 | 13F | 平布鲁克资本管理有限公司 | 5,274 | 4,154 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 33,836 | 21,231 | ||||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 综合研究 VIP 基金 | 4,388 | 7.02 | 3,456 | 37.31 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 2,394 | 1,886 | ||||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 104,582 | 88.51 | 82 | 141.18 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 1,027,284 | 273.37 | 807,071 | 377.75 | ||||
| 2025-08-12 | 13F | EFG 资产管理（美洲）公司 | 11,225 | 0.05 | 8,841 | 28.35 | ||||
| 2025-06-26 | NP | SEG Partners多空股票基金 | 1,845 | 1,158 | ||||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 7,616 | 83.87 | 5,999 | 135.86 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 47,783 | 16.97 | 37,635 | 50.05 | ||||
| 2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 1,083 | 66.62 | 680 | 74.10 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 34 | 21 | ||||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 21,139 | 122.42 | 16,627 | 185.44 | ||||
| 2025-07-24 | NP | Tema ETF 信托 - Tema 垄断和寡头 ETF | 3,662 | 35.48 | 2,759 | 66.31 | ||||
| 2025-08-05 | 13F | 珠穆朗玛峰管理公司 | 1,651 | 1,300 | ||||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 277 | 218 | ||||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 364 | 0 | ||||||
| 2025-08-19 | 13F | 国家资产管理公司 | 852 | 9.65 | 671 | 37.30 | ||||
| 2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 1,917 | 441.53 | 1,510 | 595.39 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 7,460 | 45.45 | 5,876 | 86.57 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 6,138 | 89.56 | 4,834 | 143.16 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 276 | 217 | ||||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 273,992 | 5.14 | 215,805 | 23.22 | ||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 342 | 0.59 | 269 | 29.33 | ||||
| 2025-07-28 | NP | FDG - 美国世纪聚焦动态增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,746 | 2,069 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 123,145 | 11.33 | 96,993 | 42.81 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 2,700 | 329 | |||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 6,295 | 54.82 | 4,958 | 98.64 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 36,837 | 17.86 | 23,114 | 22.95 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 2,003 | 17.89 | 1,578 | 51.20 | ||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 61,324 | 17.20 | 48 | 50.00 | ||||
| 2025-08-08 | 13F | 联合资产策略公司 | 2,067 | 0.24 | 1,628 | 28.59 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 91,500 | 291.03 | 72,068 | 401.62 | |||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 59,100 | 3,183.33 | 46,549 | 4,112.49 | |||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,552 | 14.62 | 1,222 | 47.05 | ||||
| 2025-07-14 | 13F | CJM财富顾问有限公司 | 264 | 208 | ||||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 636 | 3.41 | 501 | 32.63 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 786 | 7.08 | 493 | 11.79 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 126,304 | 4.94 | 99,481 | 34.62 | ||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 24,347 | 2.76 | 19,176 | 31.83 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 241,924 | 5.13 | 151,800 | 9.66 | ||||
| 2025-06-30 | NP | QQQG - Pacer Nasdaq 100 前 50 大现金牛成长型 ETF | 92 | 109.09 | 58 | 119.23 | ||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 524 | 413 | ||||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 310 | 244 | ||||||
| 2025-08-14 | 13F | 塞伊投资公司 | 524,440 | 100.79 | 413,077 | 157.59 | ||||
| 2025-07-23 | 13F | 家族遗产公司 | 2,537 | 0.20 | 1,998 | 28.57 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 10,300 | 390.48 | 8,113 | 529.33 | |||
| 2025-08-14 | 13F | 西永资本有限公司 | 3,620 | 33.43 | 2,851 | 71.23 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 9,500 | 1,087.50 | 7,482 | 1,423.83 | |||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 224,455 | 13.15 | 169,120 | 38.89 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 12,048 | 12.68 | 7,560 | 17.54 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 175,656 | 1.36 | 138,352 | 30.03 | ||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 426,700 | 251.19 | 336,082 | 350.52 | ||||
| 2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 15,058 | 29.81 | 11,860 | 66.53 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 518 | 408 | ||||||
| 2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 408 | 34.65 | 256 | 40.66 | ||||
| 2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 157 | 124 | ||||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 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 | 42,598 | 2.69 | 33,551 | 30.24 | ||||
| 2025-07-29 | NP | VWUSX - 先锋美国成长基金投资者股票 | 236,088 | 177,885 | ||||||
| 2025-08-08 | 13F | KBC 集团 | 76,736 | 12.68 | 60 | 46.34 | ||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 604 | 13.75 | 476 | 45.71 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 82,100 | 135.92 | 64,664 | 202.65 | |||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 9,420 | 1.75 | 7,420 | 30.52 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 464 | 365 | ||||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 17,739 | 46.77 | 11,131 | 53.12 | ||||
| 2025-08-13 | 13F | 黑钻财富管理公司 | 574 | 42.43 | 447 | 69.96 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 27 | 3.85 | 20 | 33.33 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 597 | 108.01 | 375 | 117.44 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 935 | 1.08 | 736 | 29.81 | ||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 3,289 | 1.29 | 2,591 | 29.95 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 1,312 | 34.43 | 1,033 | 72.45 | ||||
| 2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 362 | 285 | ||||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 255 | 201 | ||||||
| 2025-07-28 | NP | 昆士兰州 - ProShares Ultra QQQ | 102,498 | 10.65 | 77,229 | 35.82 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 2,697 | 2,124 | ||||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 7 | 250.00 | 6 | 400.00 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 146 | 29.20 | 115 | 65.22 | ||||
| 2025-08-14 | 13F | 船尾福赛斯公司 | 267 | 210 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 800 | 630 | ||||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 2,055 | 2.65 | 1,618 | 31.65 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 418 | 0.24 | 329 | 28.52 | ||||
| 2025-08-14 | 13F | 哈里斯联合有限合伙人 | 264 | 208 | ||||||
| 2025-07-29 | 13F | 天鹅全球投资有限公司 | 354 | 279 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 10,905 | 2.75 | 6,696 | 0.37 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 197,208 | 0.29 | 155,327 | 28.65 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 579 | 10.92 | 463 | 44.38 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 1,352 | 16.25 | 1,065 | 49.23 | ||||
| 2025-07-01 | 13F | 私人客户服务有限公司 | 770 | 1.05 | 607 | 29.76 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 337,684 | 5.99 | 254,435 | 30.10 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 82,349 | 7.79 | 65 | 39.13 | ||||
| 2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 1,729 | 0.06 | 1,362 | 28.28 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 36 | 111.76 | 28 | 180.00 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 3,929 | 68.19 | 3,095 | 115.76 | ||||
| 2025-06-30 | NP | VDIGX - 先锋股息增长基金投资者股票 | 2,140,825 | 66.58 | 1,343,303 | 73.77 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 2,329 | 1,834 | ||||||
| 2025-08-12 | 13F | 巴林银行 | 272 | 214 | ||||||
| 2025-07-23 | NP | DBOAX - 纽约梅隆银行平衡机会基金 A 类 | 1,461 | 1,101 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 760 | 599 | ||||||
| 2025-08-07 | 13F | 弗里蒙特管理公司 | 1,300 | 30.00 | 1,024 | 66.88 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 526 | 4.78 | 414 | 34.42 | ||||
| 2025-08-07 | 13F | 戴维森资本管理公司 | 4,994 | 1.50 | 3,933 | 30.23 | ||||
| 2025-08-06 | 13F | LeClair财富合伙公司 | 286 | 225 | ||||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 46 | 21.05 | 0 | |||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 5,899 | 1,551 | ||||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 1,122 | 0.09 | 1 | |||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 11,869 | 1.91 | 7,447 | 6.31 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 75 | 5.63 | 59 | 37.21 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 4,202 | 7.03 | 3,310 | 37.30 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 3,376 | 2,659 | ||||||
| 2025-08-05 | 13F | Optimise 咨询服务有限公司 | 346 | 5.81 | 272 | 36.00 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 709 | 8.91 | 534 | 33.83 | ||||
| 2025-08-14 | 13F | 华莱士哈特有限责任公司 | 2,002 | 1,577 | ||||||
| 2025-08-01 | 13F | 莫特科 | 16,597 | 1.85 | 13,031 | 30.25 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 91,539 | 1.19 | 72,099 | 29.80 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 607 | 457 | ||||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 2,031,890 | 41.44 | 1,600,378 | 81.44 | ||||
| 2025-08-26 | NP | NOLVX - 北方大盘价值基金 | 492 | 6.26 | 388 | 34.84 | ||||
| 2025-08-08 | 13F | 安全金融服务公司 | 637 | 11.95 | 502 | 43.55 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 34,756 | 3.68 | 27,375 | 33.00 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 140 | 105 | ||||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 3,193 | 98.69 | 3 | |||||
| 2025-07-18 | 13F | 精准财富策略有限责任公司 | 1,050 | 827 | ||||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 1,576 | 3.48 | 1,241 | 32.73 | ||||
| 2025-08-12 | 13F | 荷兰银行 | 5,350 | 0.21 | 4,242 | 29.57 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 19,266 | 5,436.21 | 15,174 | 6,925.00 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 282 | 47.64 | 222 | 89.74 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 210,614 | 0.08 | 165,886 | 28.38 | ||||
| 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 | 328 | 13.49 | 258 | 45.76 | ||||
| 2025-07-29 | NP | DREQX - 纽约梅隆银行研究增长基金，Inc. Z 类 | 27,548 | 20,757 | ||||||
| 2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 418 | 329 | ||||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 55 | 0 | ||||||
| 2025-08-07 | 13F | 基廷投资顾问公司 | 266 | 210 | ||||||
| 2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 307 | 242 | ||||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 15,378 | 1.00 | 9,649 | 5.37 | ||||
| 2025-06-24 | NP | TNRAX - 1290 Avantis 美国大盘成长基金 A 类 | 1,609 | 8.94 | 1,010 | 13.63 | ||||
| 2025-07-24 | 13F | 贝-道格拉斯有限责任公司 | 13,407 | 37.79 | 10,560 | 76.75 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 1,240 | 0.08 | 977 | 28.42 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 845 | 11.48 | 666 | 43.01 | ||||
| 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 | 376,781 | 4.63 | 296,764 | 34.22 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 120,501 | 87.03 | 94,910 | 139.93 | ||||
| 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 | 2,044 | 24.33 | 1,283 | 29.76 | ||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 310 | 244 | ||||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 18,359 | 2.85 | 14,460 | 31.93 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,435 | 9.83 | 13,137 | 34.81 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 24,290 | 4.43 | 15,241 | 8.94 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 1,776 | 14.21 | 1,399 | 46.54 | ||||
| 2025-08-26 | NP | TLGWX - 成长与收入基金 | 6,542 | 5,153 | ||||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 1,032 | 778 | ||||||
| 2025-05-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 217 | 133 | ||||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 17,586 | 43.95 | 13,657 | 86.63 | ||||
| 2025-07-17 | 13F | 斯巴达计划与财富管理 | 459 | 362 | ||||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 20 | 11.11 | 13 | 20.00 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 22 | 10.00 | 14 | 8.33 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 246,238 | 39.13 | 193,944 | 78.48 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -7 | -6 | |||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 13 | 18.18 | 8 | 33.33 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Put | 4,700 | 3,702 | |||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 324 | 0 | ||||||
| 2025-08-13 | 13F | 挪威银行 | 4,150,210 | 3,268,830 | ||||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 547 | 431 | ||||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 1,275 | 1,004 | ||||||
| 2025-07-30 | 13F | 道德公司 | 31,284 | 7.04 | 24,294 | 35.43 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 15,000 | 11,814 | |||||
| 2025-08-26 | NP | JPEF - 摩根大通股票焦点 ETF | 56,689 | 28.74 | 44,650 | 65.15 | ||||
| 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 | 12,997 | 29.76 | 8,155 | 35.38 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Rising Dividends Fund C 类 | 58,818 | 20.80 | 36,907 | 26.01 | ||||
| 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 | 14 | 9 | ||||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 45,956 | 4.68 | 36,197 | 34.29 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 230,256 | 0.18 | 181 | 28.37 | ||||
| 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 | 27,252 | 1.81 | 21,464 | 30.61 | ||||
| 2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 180 | 4.65 | 113 | 8.74 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 11,590 | 9,129 | ||||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 147,040 | 255.01 | 92,263 | 270.34 | ||||
| 2025-06-27 | NP | CVTRX - Calamos 增长与收入基金 A 类 | 13,715 | 62.31 | 8,606 | 69.32 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 268 | 176.29 | 211 | 257.63 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 55,470 | 23.78 | 43,690 | 58.78 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,820 | 0.66 | 1,371 | 23.62 | ||||
| 2025-08-14 | 13F | 圆财富管理有限公司 | 3,842 | 11.33 | 3,026 | 42.87 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 7,947 | 1.08 | 6,259 | 29.67 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 6,056 | 6.00 | 4,770 | 35.99 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 1,376 | 1,083 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 14,241 | 14.37 | 10,730 | 40.39 | ||||
| 2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 297 | 234 | ||||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 3,235 | 95.70 | 2,548 | 151.28 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 2,009 | 67.56 | 1,582 | 114.95 | ||||
| 2025-08-13 | 13F | 奥里贝尔资本管理有限合伙人 | Call | 16,200 | 12,760 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 29,907 | 25.10 | 23,556 | 60.48 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 22,930 | 18.28 | 17,810 | 53.31 | ||||
| 2025-04-28 | NP | NBGX - 路博迈成长ETF | 113 | 69 | ||||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 74 | 4.23 | 58 | 34.88 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 1,394 | 0.22 | 1,098 | 28.60 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 432 | 285.71 | 340 | 400.00 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者股票管理场内 ETF | 6,580 | 18.49 | 4,129 | 23.59 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 1,666 | 2.90 | 1,312 | 32.02 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 423 | 333 | ||||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 20,458 | 50.86 | 16,113 | 93.53 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 21,100 | 17.22 | 16,619 | 50.38 | |||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 8,521,245 | 1.56 | 6,711,588 | 30.28 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 721,764 | 12.33 | 568,483 | 44.09 | ||||
| 2025-08-27 | NP | LOGO - Alpha Brands(TM) 消费领袖 ETF | 243 | 191 | ||||||
| 2025-08-25 | NP | LRGG - 麦格理重点大型成长型 ETF | 15,499 | 117.68 | 12,207 | 179.27 | ||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,264 | 952 | ||||||
| 2025-08-12 | 13F | Napean 贸易投资有限公司（新加坡）私人有限公司 | 13,203 | 10,399 | ||||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 418,053 | 329,271 | ||||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,978 | 29.87 | 12,536 | 35.47 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 9,652 | 12.86 | 7,272 | 38.54 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 37 | 270.00 | 29 | 460.00 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 100 | 2.04 | 78 | 30.00 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 472 | 14.56 | 372 | 47.22 | ||||
| 2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 304 | 239 | ||||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 24,152 | 0.42 | 19,023 | 28.81 | ||||
| 2025-08-14 | 13F | 联信银行 | 92,956 | 6.48 | 73,216 | 36.60 | ||||
| 2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 354 | 20.82 | 279 | 55.31 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 95,367 | 140.09 | 75,115 | 207.98 | ||||
| 2025-06-26 | NP | NWLG - Nuveen Winslow 大盘成长 ESG ETF | 235 | 147 | ||||||
| 2025-08-12 | 13F | 17 资本合伙公司 | 959 | 27.19 | 755 | 63.42 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 39 | 34.48 | 31 | 76.47 | ||||
| 2025-08-06 | 13F | 延龄草资产管理有限公司 | 40,150 | 40.02 | 31,626 | 79.64 | ||||
| 2025-08-13 | 13F | 谢里登堡顾问有限公司 | 722 | 2.12 | 569 | 30.88 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 4,264 | 3.90 | 3,359 | 33.31 | ||||
| 2025-08-13 | 13F | 芬德利公园合伙人律师事务所 | 455,645 | 15.31 | 358,880 | 47.92 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 62 | 49 | ||||||
| 2025-08-26 | NP | USSE - Segall Bryant & Hamill 精选股票 ETF | 10,360 | 8,160 | ||||||
| 2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 390 | 307 | ||||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 15,077 | 4.96 | 11,360 | 28.84 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 351 | 10.73 | 276 | 42.27 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 1,667 | 157.25 | 1,313 | 230.48 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 72 | 44.00 | 57 | 86.67 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,880,661 | 2.12 | 1,481,265 | 31.00 | ||||
| 2025-08-07 | 13F | Latko 财富管理有限公司 | 642 | 0.16 | 1 | |||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 654 | 4.47 | 493 | 28.13 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 366 | 288 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 468 | 14.99 | 294 | 20.08 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 673 | 530 | ||||||
| 2025-07-30 | NP | EQTIX - 谢尔顿核心价值基金直接股票 | 8,800 | 10.00 | 6,631 | 35.03 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 418 | 9.71 | 329 | 41.20 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 2,978 | 2,346 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 1,161 | 25.51 | 728 | 30.94 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 1,340 | 3.47 | 1,056 | 32.70 | ||||
| 2025-06-27 | NP | RUNN - RUNNING OAK 高效增长 ETF | 10,055 | 7,576 | ||||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 66,520 | 3.07 | 52,393 | 32.21 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 332 | 261 | ||||||
| 2025-08-12 | 13F | 瑞士国家银行 | 846,200 | 7.20 | 666,493 | 37.51 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 8,025 | 7.54 | 6,321 | 37.96 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultranasdaq-100 | 3,076 | 7.51 | 2,423 | 37.93 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 134 | 13,300.00 | 106 | 25.00 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 3,642 | 171.99 | 3 |
