机构和基金投资人持股 - 买家
在高德纳公司中开设新头寸的主要持有者包括 巴利亚斯尼资产管理有限公司, Spear Holdings RSC 有限公司, Glenmede投资管理有限公司, 交响金融有限公司, TEGAX - 中盘成长基金 A 类, FELC - 富达增强型大盘核心 ETF, 克拉克斯顿资本合伙人有限责任公司, RETSX - 税收管理的美国大盘基金 S 类, Columbia Funds Variable Series Trust II - CTIVP - Westfield 中型成长基金 1 级, 太平洋精选基金 - 中型成长投资组合 I 类, ULTRA 系列基金 - 大盘成长基金 I 类, SGAPX - Virtus SGA 全球成长基金 I 类, GALLX - 高盛灵活上限基金 A 类股票, OWTEX - 老韦斯特伯里全股票基金, 瑞穗证券美国有限公司, BUFGX - 布法罗成长基金投资者类别, Fonder AB 取得进展, 明石资本管理有限公司, BQMGX - Bright Rock 中型成长基金机构类别股票, 和 索拉投资者有限公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-13 | 13F | CacheTech 公司 | 572 | 239 | ||||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 1,877 | 11.66 | 759 | 7.52 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 109,784 | 7.69 | 44,348 | 3.68 | ||||
| 2025-08-14 | 13F | 道富银行 | 3,413,397 | 2.90 | 1,379,763 | -0.91 | ||||
| 2025-06-17 | NP | MERAX - 麦迪逊中盘基金 中盘基金 A 类 | 284,877 | 8.02 | 119,956 | -16.20 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 3,633 | 28.56 | 1,469 | 23.78 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 1,984 | 1.12 | 802 | -2.67 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 703 | 7.16 | 284 | 3.27 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 714 | 0.56 | 289 | -3.36 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 98 | 40 | ||||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 52 | 21 | ||||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 625 | 143.19 | 253 | 135.51 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 268 | 4.28 | 108 | 0.93 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 1,327 | 10.03 | 536 | -8.22 | ||||
| 2025-08-07 | 13F | 普雷斯科特集团资本管理有限公司 | 8,095 | 4.18 | 3,272 | 0.34 | ||||
| 2025-08-27 | NP | VIGRX - 先锋成长指数基金投资者股票 | 858,640 | 0.52 | 347,079 | -3.19 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 583 | 236 | ||||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 5,529 | 8.05 | 2,413 | -5.37 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,404 | 1,767.06 | 2,589 | 1,709.79 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 963 | 31.38 | 389 | 26.71 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 68,092 | 14.46 | 27,524 | 10.23 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 772,620 | 6.07 | 312,308 | 2.15 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 231 | 670.00 | 93 | 675.00 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 1,035 | 34.42 | 418 | 29.41 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 11,470 | 1.40 | 4,636 | -2.36 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 283,343 | 0.94 | 114,533 | -2.79 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 89,911 | 27.33 | 36,344 | 22.62 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 274 | 552.38 | 111 | 547.06 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 1,210 | 17.13 | 528 | 2.72 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 1,155 | 0.96 | 391 | -18.71 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 729 | 211.11 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 13,133 | 4,970.66 | 5,309 | 4,814.81 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 6,833 | 1.83 | 2,762 | -1.92 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 7,134 | 9.18 | 2,880 | 5.88 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 297,720 | 8.70 | 120,344 | 4.68 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 3,026 | 0.50 | 1,223 | -3.17 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 593 | 0 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 910,896 | 13.94 | 368,203 | 9.73 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 13 | 5 | ||||||
| 2025-07-18 | 13F | 第一太平金融 | 9 | 4 | ||||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 973 | 8.11 | 393 | 4.24 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 70,531 | 1.12 | 28,510 | -2.62 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 42 | 147.06 | 17 | 128.57 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 804 | 2.42 | 325 | 0.00 | ||||
| 2025-08-07 | 13F | PFG顾问 | 5,892 | 16.63 | 2,382 | 12.31 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 1,357 | 2.49 | 549 | -1.26 | ||||
| 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 | 7,503 | 2.14 | 3,033 | -1.65 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 16 | 6 | ||||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 40,139 | 122.92 | 16,225 | 114.69 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 50,426 | 641.56 | 20,383 | 614.19 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 7,333 | 691.05 | 2,964 | 560.13 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 7,255 | 27.71 | 3 | 0.00 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | Short | -97 | -98.17 | -42 | -98.41 | |||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 40,584 | 60.22 | 16,405 | 54.29 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 25,135 | 19.41 | 10,160 | 15.00 | ||||
| 2025-08-22 | NP | FMDGX - 富达中型成长指数基金 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 | 71,735 | 36.61 | 28,997 | 31.56 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 1,446 | 15.22 | 585 | 11.03 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 584 | 6.76 | 236 | 3.06 | ||||
| 2025-03-27 | NP | RGEAX - 全球股票基金 A 类 | 1,932 | 1,049 | ||||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 1,052 | 3.95 | 425 | 0.24 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 972 | 0.62 | 393 | -3.21 | ||||
| 2025-07-28 | NP | EAFGX - 伊顿万斯聚焦增长机会基金 A 类 | 3,839 | 4.63 | 1,675 | -8.37 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 4,980 | 6.00 | 2,090 | -8.17 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 9,572,283 | 1.47 | 3,869,308 | -2.28 | ||||
| 2025-08-13 | 13F | 泰康资产管理（香港）有限公司 | 7,755 | 15.87 | 3,135 | 11.57 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 30,726 | 5.75 | 12,420 | 1.85 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 10 | 400.00 | 4 | |||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 9,905 | 6.37 | 4,004 | 2.43 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 3,033 | 1 | ||||||
| 2025-08-14 | 13F | 乔治·凯撒家庭基金会 | 895 | 57.02 | 362 | 51.05 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 95,301 | 111.54 | 38,523 | 103.72 | ||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 1,900 | 5.56 | 768 | 1.72 | ||||
| 2025-06-05 | NP | GTAPX - 定量美国多头/空头股票投资组合 | Short | -420 | -177 | |||||
| 2025-05-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 47 | 135.00 | 20 | 111.11 | ||||
| 2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 277,932 | 1.01 | 117,032 | -21.65 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 32,000 | 14.29 | 12,935 | 10.07 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 48,296 | 2.13 | 21,077 | -10.56 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 8,569 | 127.17 | 3,464 | 118.76 | ||||
| 2025-08-14 | 13F | 联合资本有限责任公司 | 34,697 | 48.38 | 14,025 | 42.89 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 20 | -433.33 | 8 | -500.00 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 14,079 | 668.09 | 5,691 | 640.05 | ||||
| 2025-08-13 | 13F | 麦科勒姆·克里斯托弗森集团有限责任公司 | 25,817 | 0.05 | 10,436 | -3.66 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 521,960 | 47.78 | 210,988 | 42.32 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 260 | 109 | ||||||
| 2025-08-26 | NP | IXN - iShares 全球科技 ETF | 24,374 | 0.99 | 9,852 | -2.74 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A) | 36,597 | 15.10 | 14,793 | 10.84 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 42 | 7.69 | 17 | 0.00 | ||||
| 2025-08-28 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 27 | 2,600.00 | 11 | |||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 5,394 | 20.29 | 2,354 | 5.37 | ||||
| 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 | 11,682 | 3.71 | 5,098 | -9.18 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 17,149 | 0.54 | 6,932 | -3.18 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 2,288 | 6.92 | 921 | 1.54 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 15,771 | 6.60 | 6,374 | 2.66 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 580 | 383.33 | 234 | 368.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 665,389 | 86.60 | 268,964 | 79.70 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 530 | 214 | ||||||
| 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 | 5,023 | 24.95 | 2,115 | -3.07 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 60,826 | 16.57 | 26,546 | 2.09 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 6,627 | 1,150.38 | 2,679 | 1,106.31 | ||||
| 2025-06-26 | NP | IMCG - iShares Morningstar 中型成长 ETF | 34,787 | 1.38 | 14,648 | -21.35 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 798,454 | 7.55 | 322,751 | 3.57 | ||||
| 2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 1,974 | 1.91 | 798 | 2.57 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 1,725 | 1.83 | 697 | -1.97 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 1,234 | 8.34 | 499 | 4.18 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 9 | 4 | ||||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 1,108 | 489.36 | 448 | 473.08 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 22,947 | 10.07 | 9,276 | 6.00 | ||||
| 2025-04-28 | NP | VUSE - Vident 核心美国股票基金 | 6,190 | 6.76 | 3,085 | 2.73 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 52,527 | 18,605 | ||||||
| 2025-07-17 | 13F | 绿叶信托 | 1,706 | 6.36 | 690 | 2.38 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 7,586,943 | 11.85 | 3,066,795 | 7.72 | ||||
| 2025-03-28 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 1,908 | 1,036 | ||||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 1,225 | 24.37 | 495 | 19.85 | ||||
| 2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 5,789 | 6.71 | 2,438 | -17.22 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 808 | 327 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 3,641 | 3.35 | 1,472 | -0.47 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 100,644 | 8.18 | 41 | 2.56 | ||||
| 2025-03-24 | NP | JMID - Janus Henderson 中型股成长阿尔法 ETF | 989 | 280.38 | 537 | 312.31 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 4,215 | 8.72 | 1,704 | 4.67 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 576 | 28.29 | 233 | 23.40 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 23,261 | 0.21 | 9,403 | -3.50 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 20,079 | 8.23 | 8,455 | -16.06 | ||||
| 2025-06-23 | NP | PPQMX-中型股成长基金 III R-3 | 7,382 | 101.36 | 3,108 | 56.18 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,050 | 26.73 | 3,254 | 22.02 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 2,560 | 6.22 | 1,117 | -6.92 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 1,536 | 1.05 | 621 | -2.82 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 100,169 | 123.83 | 40,490 | 115.56 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 2,248 | 909 | ||||||
| 2025-06-26 | NP | IMCB - iShares 晨星中型 ETF | 7,158 | 1.43 | 3,014 | -21.31 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 25 | 19.05 | 0 | |||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 427,124 | 13.53 | 172,652 | 9.33 | ||||
| 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 | 231 | 19.69 | 97 | -6.73 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 260,315 | 29.40 | 105,225 | 24.62 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 5,085 | 804.80 | 2,056 | 778.21 | ||||
| 2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 3,169 | 35.54 | 1,281 | 30.48 | ||||
| 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 | 110 | 12.24 | 44 | 7.32 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 70,839 | 14.68 | 28,635 | 10.44 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 8,966 | 3.51 | 3,626 | -0.28 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 796 | 15.70 | 347 | 1.46 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 256 | 6.67 | 103 | 3.00 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 54,354 | 21,971 | ||||||
| 2025-05-15 | 13F | Square Wave Partners, LP | 28,245 | 7.48 | 11,856 | -6.88 | ||||
| 2025-07-25 | 13F | 指数基金顾问公司 | 924 | 373 | ||||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 3,678 | 32.78 | 1,487 | 27.88 | ||||
| 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 | 898 | 8.59 | 392 | -5.10 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 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 | 2,386 | 21.49 | 964 | 16.99 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 2,291 | 202.24 | 926 | 191.19 | ||||
| 2025-08-19 | NP | BUFGX - 布法罗成长基金投资者类别 | 5,250 | 2,122 | ||||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 1,652 | 77.06 | 696 | 37.35 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 3 | 1 | ||||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 10,884 | 0.06 | 4,400 | -3.64 | ||||
| 2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 581 | 17.61 | 235 | 13.04 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 204,179 | 11.19 | 82,533 | 7.08 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 1,263,957 | 18.49 | 511 | 14.09 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 2,397 | 969 | ||||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 2,200 | 1.66 | 926 | -21.12 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 18,374 | 71.14 | 7,427 | 64.82 | ||||
| 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 | 5,965 | 7.17 | 2,512 | -16.88 | ||||
| 2025-06-26 | NP | IEDI - iShares Evolved 美国全权委托支出 ETF | 40 | 8.11 | 17 | -20.00 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 55,698 | 39.84 | 22,514 | 34.67 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 395,753 | 12.78 | 159,971 | 8.61 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 1,184 | 479 | ||||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 1,116 | 16.25 | 451 | 12.19 | ||||
| 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 | 103,155 | 4.38 | 41,697 | 0.52 | ||||
| 2025-08-14 | 13F | 索拉投资者有限公司 | 4,554 | 1,841 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 20,716 | 14.01 | 8,723 | -11.56 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 5,340 | 295.56 | 2,159 | 281.27 | ||||
| 2025-08-08 | 13F | 复兴银行 | 689 | 2.53 | 279 | -1.42 | ||||
| 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 | 76,919 | 2.34 | 33,569 | -10.37 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 692 | 20.56 | 280 | 16.25 | ||||
| 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 | 8,846 | 4.23 | 3,725 | -19.15 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 16,878 | 0.52 | 6,822 | -3.19 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 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 | 198,213 | 15.80 | 83,464 | -10.18 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 1,613,939 | 2.69 | 652,386 | -1.10 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 991 | 12.61 | 432 | -1.37 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 40,729 | 1.09 | 16,463 | -2.64 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 25,219 | 147.66 | 10 | 150.00 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 110 | 107.55 | 44 | 100.00 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 16,402 | 171.29 | 6,630 | 161.33 | ||||
| 2025-08-12 | 13F | 贝尔蒙特资本有限责任公司 | 393 | 159 | ||||||
| 2025-08-06 | 13F | 尤克斯资产管理公司 | 8,232 | 4.02 | 3,328 | 0.18 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 6,250 | 4.99 | 2,526 | 1.12 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 932 | 4.13 | 377 | 0.27 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 498 | 0.20 | 201 | -3.37 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 202,411 | 9.09 | 81,818 | 5.05 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 2,158 | 872 | ||||||
| 2025-08-13 | 13F | 阿蒙迪 | 488,268 | 47.83 | 193,081 | 44.36 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 1 | 0 | ||||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 142,412 | 0.32 | 62,151 | -12.14 | ||||
| 2025-06-27 | NP | SPTE - SP 基金标普全球科技 ETF | 176 | 8.64 | 74 | -14.94 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 4,643 | 652.51 | 1,877 | 627.13 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 2 | 1 | ||||||
| 2025-08-26 | NP | MCDS - 摩根大通基础数据科学中型核心 ETF | 100 | 1.01 | 40 | -2.44 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 172,215 | 6.82 | 69,613 | 2.87 | ||||
| 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 | 382 | 54.66 | 154 | 49.51 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 1,280 | 1.59 | 517 | -2.08 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 9,520 | 10.85 | 4,155 | -2.92 | ||||
| 2025-08-06 | 13F | 一家财富资本管理有限公司 | 667 | 1.52 | 270 | -2.18 | ||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 119 | 48 | ||||||
| 2025-08-12 | 13F | APG 资产管理公司 | 88,218 | 2.42 | 30,378 | -9.24 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 66,364 | 153.04 | 26,826 | 143.69 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 11 | 4 | ||||||
| 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 | 78 | 32.20 | 33 | 0.00 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 856 | 16.46 | 346 | 12.34 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 7,803 | 18.86 | 3,153 | 14.82 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 94 | 2.17 | 38 | -2.63 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3 | 200.00 | 1 | |||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 3,345 | 2.39 | 1,409 | -20.59 | ||||
| 2025-07-28 | 13F | 交换资本合作伙伴有限责任公司 | 496 | 376 | ||||||
| 2025-08-08 | 13F | 国民年金服务 | 115,286 | 0.75 | 46,601 | -2.98 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 1,181 | 2.25 | 477 | -1.45 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 520 | 210 | ||||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 511 | 4.50 | 207 | 0.49 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 285 | 115 | ||||||
| 2025-08-12 | 13F | 英国保诚集团 | 6,049 | 44.02 | 2,445 | 38.76 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 95 | 187.88 | 52 | 300.00 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 205 | 3.02 | 83 | -1.20 | ||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 1,902 | 22.79 | 769 | 18.15 | ||||
| 2025-04-28 | NP | GBATX - GMO战略机会配置基金III级 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 1,871 | 10.45 | 817 | -3.32 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 6,274 | 24.34 | 2,536 | 19.74 | ||||
| 2025-08-19 | NP | BUFTX - 布法罗发现基金投资者类别 | 30,756 | 42.45 | 12,432 | 37.19 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 1,241 | 39.75 | 502 | 34.68 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 347,180 | 27.01 | 140,337 | 22.31 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 48 | 41.18 | 19 | 35.71 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 35,170 | 0.48 | 14 | 0.00 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 2,995 | 0.60 | 1,210 | -3.12 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 2,793 | 0.68 | 1,129 | -3.09 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 5,478 | 63.08 | 2,214 | 57.13 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 16,958 | 14.46 | 6,855 | 10.23 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 2,000 | 2.77 | 873 | -10.01 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 1,951 | 5.40 | 822 | -18.23 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 46,083 | 6.58 | 19 | 0.00 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 260,706 | 2.33 | 105,383 | -1.45 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 5,970 | 551.75 | 2,413 | 528.39 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 660,186 | 304.45 | 266,860 | 294.90 | ||||
| 2025-08-14 | NP | BMDIX - 贝尔德机构中型基金 | 51,810 | 36.87 | 20,943 | 31.81 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 65,673 | 4.64 | 27,654 | -18.83 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 214,009 | 143.72 | 86,507 | 134.71 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 682,062 | 98.59 | 275,703 | 91.25 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 24,626 | 1.61 | 10,370 | -21.18 | ||||
| 2025-08-14 | 13F | Xponance公司 | 18,416 | 3.40 | 7,444 | -0.41 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 8,522 | 468.13 | 3,445 | 447.54 | ||||
| 2025-07-24 | NP | BCUS - Bancreek 美国大盘股 ETF | 7,979 | 3,482 | ||||||
| 2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 299 | 121 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 56,270 | 34.05 | 23 | 29.41 | ||||
| 2025-06-24 | NP | KLGAX - MainStay MacKay 成长基金 A 类 | 28,987 | 24.55 | 12,206 | -3.39 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 1,170 | 8.03 | 511 | -5.38 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,537 | 16.43 | 5,279 | -9.68 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 134,054 | 4.08 | 55 | 3.85 | ||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 7,242 | 147.51 | 2,927 | 138.36 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 13,018 | 1.39 | 5,482 | -21.35 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 5,540 | 75.65 | 2,239 | 69.24 | ||||
| 2025-07-24 | NP | FSKGX - 富达增长策略 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,300 | 6.84 | 8,859 | -6.43 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 2 | 1 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 11,598 | 6.56 | 5,062 | -6.68 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 1,418 | 16.80 | 573 | 12.57 | ||||
| 2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 80 | 35 | ||||||
| 2025-08-12 | 13F | 德国商业银行 | 22,375 | 7.35 | 9 | 12.50 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 1,333 | 2.62 | 539 | -1.28 | ||||
| 2025-05-13 | 13F | 亚当斯财富管理 | 572 | 239 | ||||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 44 | 10.00 | 18 | 6.25 | ||||
| 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 | 25,624 | 30.16 | 10,358 | 25.34 | ||||
| 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 | 89,455 | 8.33 | 37,668 | -15.97 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 13,000 | 5,255 | ||||||
| 2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 2,261 | 0.22 | 914 | -3.49 | ||||
| 2025-05-27 | NP | FMAGX - 富达麦哲伦基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,033,053 | 27.34 | 433,614 | 10.33 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 14,900 | 1,066.80 | 6,023 | 830.76 | ||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 10 | 25.00 | 4 | 33.33 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 24,894 | 0.45 | 10,063 | -3.27 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 487 | 25.19 | 197 | 20.25 | ||||
| 2025-06-18 | NP | NWHVX - 全国日内瓦中盘成长基金 A 类 | 18,234 | 1.51 | 7,678 | -21.26 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 697 | 72.10 | 282 | 66.27 | ||||
| 2025-05-29 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 1,086 | 12.42 | 456 | -2.57 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 6,776 | 6.41 | 2,957 | -6.81 | ||||
| 2025-03-27 | NP | SJGIX - Steward 大盘成长基金机构类别 | 1,000 | 543 | ||||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 9,364 | 27.47 | 3,785 | 22.77 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 559 | 4.49 | 226 | 0.45 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 205 | 0 | ||||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 1,891 | 2.60 | 764 | -1.16 | ||||
| 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 | 5,449 | 7.82 | 2,294 | -16.37 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 73,032 | 1.52 | 29,521 | -2.24 | ||||
| 2025-08-27 | NP | BTEUX - 巴伦科技基金 R6 股票 | 1,914 | 18.29 | 774 | 13.84 | ||||
| 2025-06-17 | NP | CFAGX - 中型成长基金股票 | 5,395 | 8.99 | 2,272 | -15.48 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 186 | 154.79 | 81 | 125.00 | ||||
| 2025-06-30 | NP | TYLG - Global X 信息技术备兑看涨期权和成长 ETF | 44 | 15.79 | 19 | -10.00 | ||||
| 2025-03-27 | NP | SRHQ - SRH 美国质量 ETF | 5,269 | 10.02 | 2,860 | 18.87 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 5 | 2 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 184 | 74 | ||||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 77 | 40.00 | 31 | 34.78 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 3,267 | 1.87 | 1,376 | -20.98 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 2,941 | 11.70 | 1,189 | 7.51 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 31,436 | 22.42 | 12,707 | 17.90 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 5,632 | 2,372 | ||||||
| 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 | 110,455 | 8.37 | 48,205 | -5.09 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 18,813 | 6.63 | 7,605 | 2.69 | ||||
| 2025-08-08 | 13F | 可持续增长顾问，有限合伙人 | 1,161,513 | 71.74 | 469,507 | 65.39 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 5,850 | 2,365 | ||||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 180,691 | 0.03 | 73,039 | -3.67 | ||||
| 2025-05-28 | NP | FKDNX - 富兰克林 Dynatech 基金 A 类 | 200,000 | 14.29 | 83,948 | -0.98 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 1,394 | 1.09 | 563 | -2.60 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 566 | 9.69 | 230 | 7.98 | ||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 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 | 95 | 14.46 | 40 | -11.11 | ||||
| 2025-08-14 | 13F | 安盛公司 | 43,509 | 58.64 | 17,587 | 52.77 | ||||
| 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 | 551 | 4.16 | 240 | -8.75 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 18,000 | 57.89 | 7,276 | 52.04 | |||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 3,767 | 1.40 | 1,523 | -2.37 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 2,462 | 145.71 | 995 | 136.90 | ||||
| 2025-04-11 | 13F | 永久资本管理有限公司 | 751 | 0.81 | 315 | -12.50 | ||||
| 2025-08-07 | 13F | 威尔金斯投资顾问公司 | 15,508 | 0.10 | 6,269 | -3.61 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 225,265 | 351.49 | 91,057 | 334.80 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 46,900 | 48.89 | 18,958 | 43.39 | |||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 1,800 | 1,185.71 | 728 | 938.57 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 81,747 | 34.57 | 33,044 | 29.59 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 842,993 | 25.72 | 340,755 | 21.08 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 816 | 15.74 | 344 | -10.21 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 547 | 2.24 | 221 | -1.34 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 6,675 | 0.65 | 2,698 | -3.05 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 781 | 316 | ||||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 6,847 | 65.39 | 2,768 | 59.30 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 1,022 | 9.77 | 446 | -3.67 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 758 | 2.43 | 319 | -20.45 | ||||
| 2025-08-26 | NP | RPMGX - T. Rowe Price 中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 599,500 | 16.57 | 242,330 | 12.26 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 1,400 | 5.98 | 566 | 1.99 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 713 | 6.10 | 288 | 2.13 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 603 | 17.09 | 244 | 12.50 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 18 | 350.00 | 7 | 600.00 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 867 | 9.61 | 378 | -4.06 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 1,257 | 175.05 | 508 | 165.97 | ||||
| 2025-08-15 | 13F | 乐观退休集团有限责任公司 | 734 | 32.01 | 297 | 27.04 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 2,500 | 31.58 | 1,007 | 26.70 | |||
| 2025-08-13 | 13F | 资本基金管理公司 | 61,483 | 33.81 | 24,853 | 28.86 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 3,180 | 3.05 | 1,285 | -4.53 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 2,300 | 53.33 | 926 | 47.69 | |||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 2,239 | 43.89 | 905 | 38.59 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 18 | 500.00 | 7 | 600.00 | ||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 19 | 18.75 | 8 | 0.00 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 5,168 | 5.90 | 2,255 | -7.24 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a) | 104,100 | 19.93 | 42,079 | 15.50 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 579 | 234 | ||||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 41 | 2.50 | 17 | 0.00 | ||||
| 2025-08-14 | 13F | 达美全球管理有限公司 | 5,703 | 3.88 | 2,305 | 0.04 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 477 | 0.63 | 208 | -11.86 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 918 | 90.06 | 371 | 83.66 | ||||
| 2025-08-26 | NP | SGAPX - Virtus SGA 全球成长基金 I 类 | 11,444 | 4,626 | ||||||
| 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 | 37,132 | 1.00 | 15,009 | -2.73 | ||||
| 2025-08-13 | 13F | 第1832章 | 5,519 | 2,231 | ||||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 3,254 | 1,315 | ||||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 589 | 21.69 | 238 | 17.24 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 14,615 | 6.04 | 5,908 | 2.13 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 286 | 4.76 | 120 | -18.92 | ||||
| 2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 474,970 | 12.97 | 191,992 | 8.79 | ||||
| 2025-07-10 | 13F | 明石资本管理有限公司 | 4,600 | 1,859 | ||||||
| 2025-07-16 | 13F | 肯德尔资本管理公司 | 7,806 | 1.43 | 3,155 | -2.32 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 4,971 | 135.70 | 2,009 | 127.01 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 39,653 | 7.65 | 16,697 | -16.49 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 55 | 205.56 | 22 | 214.29 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 1,145,660 | 19.81 | 463,099 | 15.38 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 20,705 | 18.07 | 8,339 | 13.70 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 1,576 | 638 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 5,176 | 4.29 | 2,180 | -19.12 | ||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 2,033 | 822 | ||||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 1,388 | 30.82 | 561 | 26.07 | ||||
| 2025-08-26 | NP | CCMAX - Conestoga 中型基金机构类别 | 260 | 4.00 | 105 | 0.96 | ||||
| 2025-04-18 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,803 | 22.01 | 1,895 | 17.41 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 88,963 | 35,961 | ||||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 702,813 | 27.28 | 284,091 | 22.57 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 61,218 | 0.57 | 24,746 | -3.15 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 235 | 8.29 | 95 | 3.30 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 1,264 | 10.49 | 511 | 6.25 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 126,957 | 218.24 | 51,319 | 206.47 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 3,195 | 10.06 | 1,291 | 5.99 | ||||
| 2025-05-23 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 342 | 8.92 | 144 | -5.92 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 1 | 0 | ||||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 4,464 | 33.89 | 1,804 | 28.95 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 142 | 57 | ||||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 598 | 239 | ||||||
| 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 | 14,649 | 1.91 | 5,921 | -1.86 | ||||
| 2025-08-11 | 13F | Highview 资本管理有限责任公司/DE/ | 2,625 | 3.22 | 1,061 | -0.56 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 79 | 2.60 | 33 | -10.81 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 1,073 | 95.80 | 432 | 88.65 | ||||
| 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 | 4,066 | 14.02 | 1,774 | -0.17 | ||||
| 2025-07-09 | NP | 普特南 ETF 信托 - 普特南可持续未来 ETF - | 15,554 | 17.01 | 6,788 | 2.48 | ||||
| 2025-06-27 | NP | VEGN - 美国纯素气候 ETF | 359 | 4.66 | 151 | -18.82 | ||||
| 2025-03-27 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 2,328 | 1,264 | ||||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 24,847 | 7.02 | 10,044 | 3.06 | ||||
| 2025-05-08 | NP | QBDSX - 量化管理收益基金投资者类别股票 | 1,620 | 680 | ||||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 16,594 | 203.70 | 6,708 | 192.50 | ||||
| 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 | 2,271 | 6.12 | 991 | -7.04 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 2,556 | 38.76 | 1,033 | 33.64 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 74 | 8.82 | 30 | 7.14 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 5,051 | 29.75 | 2,204 | 13.67 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 1,484 | 88.80 | 600 | 81.82 | ||||
| 2025-06-26 | NP | TGCEX - TCW精选股票基金I类 | 26,665 | 0.30 | 11,228 | -22.20 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 2,184,498 | 2.36 | 883,018 | -1.43 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 12,300 | 6.36 | 4,972 | 2.43 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 131,836 | 116.46 | 53 | 112.00 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 3 | 1 | ||||||
| 2025-05-27 | NP | GARP - iShares Factors 美国增长风格 ETF | 955 | 78.84 | 401 | 55.04 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 5,554 | 1,006.37 | 2,245 | 969.05 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 351 | 148 | ||||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 16,517 | 0.07 | 6,677 | -3.64 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德未来美国主题 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,672 | 4,010.77 | 1,125 | 3,114.29 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 19,728 | 8.95 | 7,974 | 4.92 | ||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 34,873 | 2.48 | 14,096 | -1.30 | ||||
| 2025-08-25 | NP | MMBUX - MassMutual Select T. Rowe Price 中小盘混合基金 I 类 | 1,066 | 10.47 | 431 | 6.17 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 9,677 | 4.27 | 3,912 | 0.41 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 13 | 18.18 | 5 | 25.00 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 27,292 | 415.43 | 11,032 | 396.44 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 1,308 | 2.83 | 507 | -0.20 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 91,205 | 12.40 | 36,867 | 8.24 | ||||
| 2025-06-26 | NP | FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,348 | 10.42 | 1,410 | -14.35 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 5,324 | 2,152 | ||||||
| 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 | 44,212 | 0.20 | 19,295 | -12.25 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 1,612 | 62.17 | 651 | 56.12 | ||||
| 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 | 23,026 | 0.02 | 9,696 | -22.42 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 41,613 | 3.55 | 17,522 | -19.68 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 1,736 | 27.93 | 702 | 23.20 | ||||
| 2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 19,390 | 8,165 | ||||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 61,210 | 23.47 | 24,742 | 18.91 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 587 | 6.34 | 247 | -17.39 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 415,428 | 15.99 | 167,924 | 11.70 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 3 | 1 | ||||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 56,155 | 30.26 | 22,699 | 25.44 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 36,902 | 367.71 | 14,917 | 350.50 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型成长股票投资组合 | 37,873 | 3.65 | 15,309 | -0.18 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 22,080 | 774.46 | 8,925 | 742.78 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 969 | 34.02 | 318 | 12.37 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - Westfield 中型成长基金 1 级 | 14,559 | 5,885 | ||||||
| 2025-07-11 | 13F | TrimTabs 资产管理有限责任公司 | 36,889 | 534.59 | 14,911 | 511.36 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 38 | 15 | ||||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 12,433 | 10.19 | 5,026 | 6.12 | ||||
| 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 | 15,673 | 251.49 | 6,335 | 238.59 | ||||
| 2025-08-01 | 13F | 莫特利愚人资产管理有限责任公司 | 5,019 | 13.96 | 2,029 | 9.74 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 9 | 28.57 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 745 | 301 | ||||||
| 2025-05-30 | NP | MGNDX - Praxis 增长指数基金 A 类 | 2,230 | 10.95 | 936 | -3.80 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 515 | 85.92 | 217 | 44.00 | ||||
| 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 | 5,760 | 2.36 | 2,514 | -10.38 | ||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 594,148 | 2.31 | 259,298 | -10.40 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 847 | 6.68 | 342 | 2.70 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 112,411 | 102.36 | 45,439 | 94.88 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 681 | 103.28 | 275 | 96.43 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - Janus Henderson 40 投资组合 | 243 | 98 | ||||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 64 | 204.76 | 28 | 170.00 | ||||
| 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 | 10,291 | 15.00 | 4,491 | 0.72 | ||||
| 2025-07-29 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 4,418 | 83.47 | 1,928 | 60.80 | ||||
| 2025-06-24 | NP | FGSAX - 联邦 MDT 中型成长基金 A 类股票 | 49,804 | 12.98 | 20,971 | -12.36 | ||||
| 2025-08-13 | 13F | 专题资产管理 | 10,352 | 11.20 | 4,184 | 7.09 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 3,087 | 7.26 | 1,248 | 3.23 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,678 | 127.47 | 5,529 | 119.10 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 182 | 19.74 | 79 | 5.33 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 18 | 8 | ||||||
| 2025-08-06 | 13F | 遮荫树顾问有限公司 | 3,740 | 1,512 | ||||||
| 2025-08-14 | 13F | 索恩资本管理有限公司 | 66,634 | 0.71 | 26,935 | -3.01 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 5,870 | 0.50 | 2,373 | -3.22 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 4,185 | 597.50 | 1,692 | 705.24 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 668 | 270 | ||||||
| 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 | 306,171 | 5.03 | 128,922 | -18.53 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 1,076 | 7.28 | 453 | -16.73 | ||||
| 2025-08-28 | NP | Acap战略基金 | Short | -237,293 | 70.99 | -95,919 | 64.67 | |||
| 2025-06-27 | NP | BMVP - 景顺动态市场 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 | 4,883 | 2,056 | ||||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 25,442 | 10,284 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 49,098 | 3.93 | 20,674 | -19.38 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 442 | 28.12 | 179 | 23.61 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 51 | 96.15 | 11 | 0.00 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 8,126 | 31.30 | 3,546 | 14.98 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 2,390 | 3.55 | 966 | -0.21 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 536,009 | 2.44 | 216,666 | -1.35 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 3,913 | 139.03 | 1,582 | 130.13 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 782 | 0.26 | 316 | -3.67 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 249 | 1.63 | 101 | -1.96 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 2,232 | 8.56 | 902 | 4.64 | ||||
| 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 | 9,361 | 6.50 | 4,085 | -6.74 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 2,054 | 51.03 | 830 | 45.61 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 1,824 | 3.87 | 737 | 0.00 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 50 | 6.38 | 22 | -8.70 | ||||
| 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 | 3,458 | 14.24 | 1,456 | -11.38 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 23 | 53.33 | 9 | 125.00 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 22,000 | 2,972.63 | 8,893 | 2,356.35 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 29,764 | 97.73 | 12,031 | 90.42 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 28,595 | 11,559 | ||||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 1,706 | 25.44 | 690 | 20.88 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 43,790 | 1.13 | 18,439 | -21.55 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 5,400 | 217.65 | 2,183 | 206.03 | |||
| 2025-08-29 | NP | QGRW - WisdomTree 美国质量增长基金 不适用 | 12,648 | 61.06 | 5,113 | 55.10 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 4,000 | 263.64 | 1,617 | 250.54 | |||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 672 | 283 | ||||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 758 | 79.20 | 306 | 72.88 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 1,214 | 17.41 | 511 | -8.91 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 164 | 107.59 | 69 | 64.29 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 168 | 0.60 | 68 | -4.29 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 2,009 | 812 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 1,300 | 525 | ||||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 997 | 49.25 | 403 | 43.57 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 18,483 | 51.03 | 7,471 | 45.46 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 9,300 | 597.15 | 3,759 | 456.07 | ||||
| 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 | 252 | 30.57 | 102 | 24.69 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 1,375 | 36.00 | 556 | 30.90 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 58,559 | 6.14 | 23,671 | 2.22 | ||||
| 2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 85,656 | 1.12 | 34,624 | -2.62 | ||||
| 2025-08-26 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 37,576 | 21.34 | 15,189 | 16.85 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 16,361 | 0.44 | 7,140 | -12.04 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 118,055 | 7.09 | 47,720 | 3.13 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 27,685 | 2.22 | 12,082 | -10.48 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 6,036 | 2.81 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 175,800 | 26.66 | 71,062 | 21.97 | ||||
| 2025-08-14 | 13F | 船尾福赛斯和索伯有限责任公司 | 5,500 | 3.77 | 2,223 | -0.04 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 161 | 2.55 | 65 | 0.00 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 1,179 | 96.17 | 420 | 68.00 | ||||
| 2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金：A 类 | 215 | 38.71 | 94 | 20.78 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 121,345 | 4.31 | 49,050 | 0.45 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 16,066 | 53.65 | 6,494 | 47.99 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 中型成长投资组合 A 类 | 25,300 | 20.48 | 10,227 | 16.02 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,451 | 162.39 | 586 | 152.59 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 7,581 | 140.29 | 3,064 | 131.42 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 93,165 | 5.95 | 40,659 | -7.21 | ||||
| 2025-06-24 | NP | KAUAX - 联邦考夫曼基金 A 类股票 | 40,000 | 33.33 | 16,843 | 3.43 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 571 | 231 | ||||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 11,335 | 3.84 | 4,582 | 0.00 | ||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 98 | 13.95 | 40 | 8.33 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 600 | 243 | |||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 2,051 | 10.51 | 829 | 6.42 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 700 | 250.00 | 283 | 239.76 | |||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 1,958 | 5.33 | 791 | 1.41 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 104,718 | 47.72 | 42,329 | 42.26 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 15,398 | 15.06 | 6,224 | 10.79 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 14,326 | 6 | ||||||
| 2025-07-23 | 13F | 兰辛街顾问公司 | 1,176 | 73.71 | 475 | 67.25 | ||||
| 2025-08-28 | NP | XSW - SPDR(R) S&P(R) 软件与服务 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,641 | 18.29 | 3,493 | 13.89 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 中型成长投资组合 I 类 | 13,712 | 5,543 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 13,190 | 9.49 | 5,554 | -15.06 | ||||
| 2025-08-07 | 13F | 商业银行 | 9,126 | 2.61 | 3,689 | -1.21 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 829 | 11.28 | 335 | 7.37 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 37,586 | 16.55 | 15,193 | 12.24 | ||||
| 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 | 2,124 | 28.88 | 859 | 24.17 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通中型成长基金 (a) | 122,036 | 0.90 | 49,329 | -2.83 | ||||
| 2025-07-29 | NP | VWUSX - 先锋美国成长基金投资者股票 | 377,743 | 26.53 | 164,855 | 10.81 | ||||
| 2025-04-25 | NP | SPMO - Invesco S&P 500 Momentum 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 | 24,179 | 30.87 | 12,049 | 25.91 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 2,010 | 169.80 | 1 | |||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 2,839 | 48.95 | 1,148 | 43.38 | ||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 77,274 | 7.19 | 32,539 | -16.85 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 2,494 | 7.31 | 1,008 | 3.38 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 790 | 1.28 | 319 | -2.45 | ||||
| 2025-07-29 | NP | TMFE - Motley Fool 资本效率 100 指数 ETF | 999 | 37.79 | 436 | 20.50 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 62,926 | 10.83 | 25,436 | 6.74 | ||||
| 2025-07-23 | 13F | Spear Holdings RSC 有限公司 | 103,735 | 41,932 | ||||||
| 2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 3 | 1 | ||||||
| 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 | 35,114 | 1.09 | 14,786 | -21.59 | ||||
| 2025-08-14 | 13F | PDT 合作伙伴有限责任公司 | 2,164 | 875 | ||||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 27 | 12.50 | 11 | 0.00 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 27,290 | 3.02 | 11,031 | -0.78 | ||||
| 2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 909 | 13.62 | 382 | -1.55 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 294 | 9.70 | 119 | 5.36 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 7,030 | 60.61 | 2,940 | 32.02 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 35,566 | 102.47 | 14 | 100.00 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 922 | 27.70 | 373 | 22.77 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 32,515 | 14.90 | 13,143 | 10.66 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 3,042 | 523.36 | 1 | |||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 110,000 | 44,464 | |||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 1,060 | 15.09 | 428 | 10.88 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 583 | 10.21 | 236 | 5.86 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 6,379 | 34.01 | 2,579 | 29.09 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 1,608 | 270.51 | 650 | 256.59 | ||||
| 2025-08-29 | NP | TMDIX - AMG TimesSquare 中型成长基金 Z 级 | 70,725 | 4.12 | 28,588 | 0.27 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 2,018 | 4.40 | 850 | -19.07 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 1,285 | 16.08 | 519 | 11.85 | ||||
| 2025-08-18 | NP | ULTRA 系列基金 - 大盘成长基金 I 类 | 13,508 | 5,460 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 73 | 30.36 | 32 | 14.81 | ||||
| 2025-08-01 | 13F | 华侨银行 | 532 | 215 | ||||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 11,090 | 36.37 | 4,483 | 31.32 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 4,071 | 1,646 | ||||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 1,658 | 670 | ||||||
| 2025-08-05 | 13F | 日内瓦资本管理有限公司 | 73,431 | 3.43 | 29,682 | -0.39 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦考夫曼基金 II 主要股票 | 1,401 | 23.00 | 566 | 18.41 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 539 | 4.05 | 218 | 0.00 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 2,071 | 23.94 | 837 | 19.40 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 54,598 | 0.65 | 22,070 | -3.07 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 3,321 | 1,342 | ||||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 2,332 | 6.87 | 943 | 2.95 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 284,163 | 6,757.22 | 114,864 | 6,505.18 | ||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 487,562 | 9.61 | 197,082 | 5.56 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 469 | 205 | ||||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 3 | 50.00 | 1 | |||||
| 2025-07-30 | 13F | 凤凰控股有限公司 | 806 | 5.36 | 326 | 0.93 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 6,544 | 4.32 | 2,645 | 0.46 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 24,357 | 1.81 | 9,846 | -1.96 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 9,791 | 15.80 | 3,958 | 11.53 | ||||
| 2025-08-08 | 13F | 时代广场资本管理有限公司 | 221,884 | 1.87 | 89,690 | -1.90 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 28,600 | 1.42 | 12 | 0.00 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 475,798 | 46.33 | 192,334 | 41.20 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 2,735 | 1,106 | ||||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 129 | 2.38 | 52 | 0.00 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 517 | 1.57 | 209 | -2.35 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 592 | 0.17 | 239 | -3.63 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 9,461 | 52.60 | 4 | 50.00 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 16 | 6 | ||||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 44,048 | 18,489 | ||||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 11,431 | 21.93 | 4,621 | 17.83 | ||||
| 2025-08-05 | 13F | 王朝财富管理有限责任公司 | 2,156 | 3.31 | 871 | -0.46 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 16,391 | 4.00 | 6,902 | -19.33 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 701 | 283 | ||||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 4,701 | 1,900 | ||||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 238,605 | 142.54 | 96,449 | 133.58 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 2,014 | 11.27 | 814 | 7.25 | ||||
| 2025-08-13 | 13F | 克拉克斯顿资本合伙人有限责任公司 | 21,975 | 8,883 | ||||||
| 2025-08-14 | 13F | 方波资本有限责任公司 | 30,728 | 8.79 | 12,421 | 4.77 | ||||
| 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 | 127 | 18.69 | 63 | 14.55 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 1,087 | 21.72 | 439 | 17.38 | ||||
| 2025-07-17 | 13F | 皇冠橡树顾问有限责任公司 | 22,498 | 0.59 | 9,094 | -3.12 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 671 | 25.42 | 271 | 20.98 | ||||
| 2025-06-26 | NP | TRPWX - TIAA-CREF 机构级中型成长基金 | 32,345 | 45.54 | 13,620 | 33.97 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 1,367 | 6.63 | 553 | 2.60 | ||||
| 2025-08-13 | 13F | 地峡合伙人有限公司 | 31,500 | 0.90 | 12,733 | -2.84 | ||||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 129 | 186.67 | 54 | 125.00 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 12,208 | 27.43 | 4,935 | 22.71 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -950 | 18.75 | -415 | 4.02 | |||
| 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 | 105,609 | 11.41 | 42,689 | 7.29 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 717 | 1.99 | 313 | -10.86 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 增值投资组合 - 初始股份 | 3,335 | 26.57 | 1,348 | 21.88 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 2,141 | 44.37 | 865 | 39.07 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 2,258,233 | 4.14 | 910,481 | 0.21 | ||||
| 2025-08-21 | NP | MXMGX - Great-West T. Rowe Price 中型成长基金投资者类别 | 42,900 | 25.81 | 17,341 | 21.16 | ||||
| 2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 2,034 | 83.24 | 856 | 42.19 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 5,884 | 6.52 | 2,379 | 2.59 | ||||
| 2025-05-15 | NP | PSET - 主要价格制定者指数 ETF | 1,377 | 7.24 | 578 | -7.23 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 23,924 | 12.77 | 10,042 | -2.30 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 8,474 | 1.68 | 3,427 | -2.03 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 2,891 | 1,169 | ||||||
| 2025-06-27 | NP | BQMGX - Bright Rock 中型成长基金机构类别股票 | 4,600 | 2,008 | ||||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 4 | 100.00 | 2 | |||||
| 2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 1,055 | 427 | ||||||
| 2025-07-25 | 13F | 海明顿财富管理 | 102 | 9.68 | 0 | |||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 316 | 128 | ||||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 41,141 | 614.50 | 16,630 | 588.33 | ||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 7 | 3 | ||||||
| 2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 585 | 236 | ||||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 12 | 5 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 89,890 | 2.63 | 36,335 | -1.16 | ||||
| 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 | 27,200 | 19.82 | 10,995 | 15.39 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 1,518 | 3.76 | 639 | -19.52 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 3 | 1 | ||||||
| 2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 449 | 26.48 | 189 | -1.56 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 35 | 6.06 | 15 | -6.25 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 830 | 336 | ||||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 573 | 19.38 | 232 | 14.93 | ||||
| 2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 16,000 | 28.00 | 6 | 20.00 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 3,445 | 154.43 | 1,393 | 145.07 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 4,480 | 7.43 | 1,811 | 3.43 | ||||
| 2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 345 | 192.37 | 139 | 183.67 | ||||
| 2025-08-13 | 13F | 挪威银行 | 975,046 | 394,133 | ||||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 8 | 14.29 | 3 | 50.00 | ||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 5,879 | 2,566 | ||||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 22,528 | 14.19 | 9,106 | 9.98 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 164,239 | 19.33 | 66,321 | 14.92 | ||||
| 2025-07-31 | 13F | Tandem 投资顾问公司 | 603 | 0 | ||||||
| 2025-07-16 | 13F | 签名有限责任公司 | 1,324 | 0.30 | 535 | -3.25 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 652 | 16.22 | 264 | 11.91 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 18,877 | 7.46 | 7,630 | 3.49 | ||||
| 2025-06-26 | NP | FMAG - 富达麦哲伦 ETF | 6,167 | 46.76 | 2,597 | 13.86 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 11,869 | 5.25 | 5 | 0.00 | ||||
| 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 | 465 | 0.65 | 203 | -12.17 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 2,350,725 | 2.18 | 950,210 | -1.60 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 62 | 21.57 | 25 | 19.05 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 66 | 27 | ||||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 5,529 | 8.90 | 2,235 | 4.83 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 667 | 1.37 | 291 | -11.01 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 81 | 33 | ||||||
| 2025-05-28 | 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 | 1,250 | 2.88 | 525 | -10.88 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 21,501 | 11.98 | 8,691 | 7.84 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 1,708 | 5.89 | 690 | 1.92 | ||||
| 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 | 933,379 | 0.01 | 377,290 | -3.69 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,949 | 1.81 | 10,489 | -1.94 | ||||
| 2025-08-08 | 13F | KBC 集团 | 43,711 | 21.17 | 18 | 13.33 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 13,534 | 1.58 | 5,699 | -21.21 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 5,290 | 7.04 | 2,872 | 15.95 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 7,195 | 7.95 | 3,140 | -5.45 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 9 | 4 | ||||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 4 | 2 | ||||||
| 2025-08-04 | 13F | 俄亥俄州 | 1,791 | 724 | ||||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 278 | 3.35 | 112 | 0.00 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 6,186 | 1.61 | 2,605 | -21.19 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 13 | 116.67 | 0 | |||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 1,037 | 21.86 | 419 | 17.37 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 6,120 | 1.29 | 2,474 | -2.48 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 232,431 | 6.85 | 93,953 | 2.90 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,053 | 31.62 | 460 | 15.33 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 98 | 22.50 | 40 | 18.18 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 144,262 | 1,142.25 | 58,314 | 1,096.41 | ||||
| 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 | 611,893 | 2.10 | 247,339 | -1.67 | ||||
| 2025-08-05 | 13F | Triglav 基金有限公司 | 2,800 | 100.00 | 1,132 | 92.67 | ||||
| 2025-08-11 | 13F | 交响金融有限公司 | 80,859 | 32,685 | ||||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 1 | 0 | ||||||
| 2025-08-14 | 13F | 联信银行 | 31,528 | 108.26 | 12,744 | 100.57 | ||||
| 2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 888 | 9.77 | 359 | 5.60 | ||||
| 2025-06-26 | NP | FULVX - 富达美国低波动股票基金 | 590 | 49.37 | 248 | 15.89 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 6,650 | 4.44 | 2,800 | -18.98 | ||||
| 2025-08-11 | 13F | 花旗集团 | 94,964 | 3.56 | 38,386 | -0.27 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 306 | 1,076.92 | 166 | 1,176.92 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 13 | 85.71 | 5 | 150.00 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 4 | 300.00 | 2 | |||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 3,500 | 1,650.00 | 1,415 | 1,603.61 | |||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛增长机会基金服务 | 1,932 | 2.01 | 781 | -1.76 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 3,800 | 1,536 | |||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 43 | 138.89 | 17 | 142.86 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 22,245 | 596.24 | 8,992 | 572.98 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 661,513 | 2.66 | 267,397 | -1.13 | ||||
| 2025-08-26 | NP | QAMWEX - T. Rowe 定价中型成长投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,300 | 23.00 | 4,972 | 18.44 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 347,547 | 1.41 | 140,485 | -2.34 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 705 | 285 | ||||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 612 | 67.21 | 258 | 29.80 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 133,700 | 133.74 | 54,044 | 125.10 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 68,700 | 19.90 | 27,770 | 15.46 | |||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 562,588 | 2.32 | 227,409 | -1.46 | ||||
| 2025-06-26 | NP | MCGAX - Transamerica 中型成长 A | 10,865 | 9.48 | 4,575 | -15.07 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 18,698 | 0.52 | 7,558 | -3.20 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 7,664 | 404.21 | 3,098 | 385.42 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 1,474 | 13.65 | 596 | 9.38 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 2,241 | 295.94 | 1 | |||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 49 | 20 | ||||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 2,663 | 46.00 | 1,076 | 40.65 | ||||
| 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 | 5 | 25.00 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 30 | 12 | ||||||
| 2025-08-08 | 13F | 财富联盟 | 1,121 | 3.03 | 453 | -0.66 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 8,570 | 3.44 | 3,609 | -19.77 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 1,467 | 71.18 | 593 | 64.90 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 695 | 3.12 | 281 | -0.71 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 217,272 | 0.45 | 87,826 | -3.26 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 52 | 4.00 | 21 | 5.00 | ||||
| 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 | 154,547 | 11.72 | 65,077 | -13.34 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 119 | 283.87 | 48 | 269.23 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 457 | 2.47 | 185 | -1.60 | ||||
| 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 | 992 | 17.12 | 418 | -9.15 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 4,637 | 1,874 | ||||||
| 2025-08-15 | 13F | Binnacle投资公司 | 8 | 700.00 | 3 | |||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 5,473 | 32.04 | 2,212 | 27.20 | ||||
| 2025-07-24 | NP | FIDEX - 富达 SAI 可持续美国股票基金 | 2,380 | 65.16 | 1,039 | 44.57 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 4 | 2 | ||||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 117 | 47 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型成长投资组合 A 类 | 2,796 | 14.31 | 1,130 | 10.14 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 14 | 6 | ||||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 9,717 | 2.28 | 4 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 181 | 0.56 | 73 | -2.67 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 2,999 | 48.25 | 1,212 | 42.76 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 2,485 | 66.44 | 1,004 | 60.38 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 329 | 10.40 | 139 | -14.29 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 15,150 | 4.16 | 6,124 | 0.29 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 146,950 | 7.81 | 59,400 | 3.82 | ||||
| 2025-05-27 | NP | FMKFX - 富达麦哲伦 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,252 | 29.18 | 3,883 | 11.93 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 2,456 | 0.53 | 993 | -3.22 | ||||
| 2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 2,167 | 946 | ||||||
| 2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 6,715 | 53.00 | 2,828 | 18.68 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 23,691 | 2.05 | 9,576 | -1.71 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 6 | 2 | ||||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 463,674 | 30.07 | 187,426 | 25.26 | ||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 2,297 | 16.30 | 928 | 12.08 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 213 | 63.85 | 93 | 43.75 | ||||
| 2025-08-26 | NP | PMEGX - T. Rowe Price 机构中型股票成长基金 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 | 87,600 | 11.45 | 35,410 | 7.33 | ||||
| 2025-08-08 | 13F | 创意策划 | 12,642 | 10.54 | 5,110 | 6.46 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 3,534 | 65.76 | 1,429 | 59.73 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 583 | 6.39 | 236 | 2.17 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 5,100 | 20.06 | 2,054 | 15.65 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 10 | 25.00 | 4 | 33.33 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 2,027 | 13.05 | 885 | -1.01 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 1,748 | 44.11 | 736 | 11.85 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 61,052 | 0.14 | 25,708 | -22.32 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 1,412 | 3.14 | 571 | -0.70 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 1,946 | 776.58 | 787 | 745.16 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 21,582 | 58.01 | 8,724 | 52.15 | ||||
| 2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 3,034 | 0.33 | 1,226 | -3.39 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 717 | 290 | ||||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 1,336 | 19.18 | 540 | 14.89 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 790 | 11.42 | 345 | -2.55 | ||||
| 2025-08-26 | NP | DNLDX - 纽约梅隆银行活跃中型股基金 A 类 | 4,600 | 17.53 | 1,859 | -1.95 | ||||
| 2025-08-25 | NP | MEFAX - MassMutual Select 中盘增长基金 A 类 | 69,800 | 8.84 | 28,215 | 4.82 | ||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 60,577 | 1.89 | 24,486 | -1.88 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 11,428 | 4,812 | ||||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 253,621 | 6.66 | 106,795 | -17.26 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 1,048 | 3.46 | 424 | -0.47 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 1 | 0 | ||||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 467,921 | 29.85 | 189,143 | 25.05 | ||||
| 2025-08-14 | 13F | 瓦赫德投资有限责任公司 | 2,037 | 4.57 | 823 | 0.73 | ||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 1,060 | 11.58 | 428 | 7.54 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 6,617 | 1.53 | 2,675 | -2.23 | ||||
| 2025-08-27 | NP | 自由全明星股票基金 | 46,143 | 8.64 | 18,652 | 4.62 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 11,417 | 4.11 | 4,615 | 0.26 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 946 | 51.12 | 381 | 45.98 | ||||
| 2025-04-29 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 1,353 | 4.56 | 674 | 0.60 | ||||
| 2025-06-26 | NP | USGLX - 美国全球领袖成长基金A级 | 142,944 | 34.64 | 60,191 | 4.44 | ||||
| 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 | 969,108 | 0.32 | 422,938 | -12.15 | ||||
| 2025-07-29 | NP | SPUS - SP 基金 S&P 500 伊斯兰教法行业排除 ETF | 2,986 | 13.32 | 1,303 | -0.76 | ||||
| 2025-07-21 | 13F | 轩尼诗顾问公司 | 243 | 98 | ||||||
| 2025-08-13 | 13F | 韩国投资公司 | 66,107 | 9.66 | 26,722 | 5.61 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 400 | 44.40 | 162 | 38.79 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 965 | 4.21 | 390 | 0.26 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 39,934 | 0.76 | 17,428 | -11.76 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 529 | 214 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 56,860 | 94.01 | 22,984 | 86.84 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 19,551 | 439.04 | 8,233 | 318.29 | ||||
| 2025-05-30 | 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 | 10,804 | 0.42 | 4,535 | -13.01 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,438 | 19.93 | 3,246 | 5.05 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 22,452 | 0.53 | 9,076 | -3.19 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 127 | 15.45 | 53 | 0.00 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 295 | 32.88 | 124 | 14.95 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 34,964 | 22.20 | 13,995 | 16.54 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 24,483 | 6.89 | 9,897 | 2.93 | ||||
| 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 | 117,967 | 6.10 | 51,483 | -7.08 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 73,840 | 12.53 | 29,848 | 8.37 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 17 | 7 | ||||||
| 2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 1,858 | 751 | ||||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 399 | 1.53 | 161 | -1.83 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 410 | 12.33 | 0 | |||||
| 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 | 4 | 2 | ||||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 809 | 8.59 | 327 | 4.81 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica WMC 美国增长副总裁初始 | 78,253 | 9.84 | 31,631 | 5.78 | ||||
| 2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | Short | -68,791 | 73.75 | -27,807 | 67.33 | |||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 682 | 1.34 | 276 | -2.48 | ||||
| 2025-08-13 | 13F | 贝尔资产管理有限公司 | 11,782 | 4,763 | ||||||
| 2025-07-08 | 13F | NBC 证券公司 | 3,452 | 3.23 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | 文艺复兴集团有限公司 | 72,196 | 7.74 | 29,183 | 3.75 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 436 | 1.87 | 184 | -21.12 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 212,927 | 1,381.75 | 86,069 | 1,327.11 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 4 | 2 | ||||||
| 2025-08-04 | 13F | 联合银行 | 16,795 | 1.77 | 7 | 0.00 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 101 | 0 | ||||||
| 2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,442 | 1.48 | 607 | -21.27 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 920 | 767.92 | 372 | 743.18 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 17 | 183.33 | 7 | 200.00 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 46,856 | 44.52 | 18,940 | 39.18 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 228,405 | 6.68 | 92 | 3.37 | ||||
| 2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 70,390 | 6.54 | 28,453 | 2.60 | ||||
| 2025-03-17 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 8,151 | 17.21 | 4,425 | 26.62 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 39,285 | 2.74 | 15,880 | -1.07 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 2,774 | 26.90 | 1,121 | 5.85 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 180 | 44.00 | 73 | 38.46 | ||||
| 2025-08-26 | NP | FTCS - First Trust Capital Strength 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 | 398,120 | 21.06 | 160,928 | 16.58 | ||||
| 2025-08-27 | NP | TEGAX - 中盘成长基金 A 类 | 65,396 | 26,434 | ||||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 3,966 | 15.39 | 1,731 | 1.05 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 63,627 | 2.43 | 25,719 | -1.36 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 10,438 | 185.35 | 4,219 | 174.85 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 582 | 3.01 | 235 | -0.84 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 6,792 | 1.87 | 2,745 | -1.89 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 16 | 7 | ||||||
| 2025-08-27 | NP | VMGIX - 先锋中型成长指数基金投资者股票 | 595,758 | 4.63 | 240,817 | 0.76 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 6,389 | 26.54 | 2,588 | 22.08 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 132 | 388.89 | 56 | 323.08 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 622 | 2.13 | 251 | -1.57 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 592 | 3.68 | 241 | 2.13 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 2,374 | 0.34 | 1,000 | -22.20 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 3,348 | 4.82 | 1,353 | 0.97 | ||||
| 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 | 18,972 | 1.05 | 7,989 | -21.62 | ||||
| 2025-03-26 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 1,076 | 64.27 | 584 | 77.51 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 76,414 | 4.49 | 30,888 | 0.63 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 690 | 1.17 | 290 | -12.42 | ||||
| 2025-08-26 | NP | HLGEX - 摩根大通中型成长基金 I 类 | 444,662 | 6.41 | 179,741 | 2.48 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 364,389 | 1.83 | 147 | -2.00 |
