JEF / Jefferies Financial Group Inc. - 机构投资人持股 - 买家

杰富瑞金融集团公司
US ˙ NYSE ˙ US47233W1099

机构和基金投资人持股 - 买家

在杰富瑞金融集团公司中开设新头寸的主要持有者包括 卓越资本有限合伙人, 全新世顾问有限合伙人, 凯特尔希尔资本管理有限公司, Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类, 夏皮罗资本管理有限公司, BW Gestao de Investimentos Ltda。, FTA - First Trust 大盘价值 AlphaDEX 基金, CBHAX - 胜利市场中性收益基金 A 类, FEX - First Trust 大盘核心 AlphaDEX 基金, SMSAX - SIMT 多策略另类基金 F 类, 连接资本管理有限责任公司, B.梅茨勒塞尔。索恩公司, LEQAX - LoCorr 动态股票基金 A 类, SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF, SHDIX - American Beacon Shapiro SMID Cap 股票基金机构类别, IMC-芝加哥有限责任公司, 托马资本管理有限公司, WSML - iShares MSCI 全球小型股 ETF, 全面清晰财富管理公司, 和 沃尔特拉技术有限公司 .

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
(%)
2025-08-18 13F 金刚狼贸易有限公司 Put 65,000 32.92 3,624 41.91
2025-08-14 13F 格伦鹰顾问有限公司 1,722 0.12 94 2.17
2025-08-18 13F 金刚狼贸易有限公司 Call 84,500 7.37 4,711 14.63
2025-07-24 NP FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 234,408 8.87 11,392 -20.07
2025-08-12 13F 嘉信理财投资管理公司 1,133,781 0.56 62,006 2.66
2025-07-09 13F 拉德诺资本管理有限公司 32,820 8.64 2 0.00
2025-08-04 13F 奎克财富管理有限责任公司 5 0
2025-08-22 NP FHUMX - 联合爱马仕美国 SMID 基金机构股票 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 1,739 95
2025-07-28 NP AVMC - Avantis 美国中型股票 ETF 4,877 14.24 237 -15.96
2025-08-14 13F Qube研究与技术有限公司 1,338,466 9.05 73,201 11.33
2025-08-06 13F 西蒙斯银行 9,872 10.06 540 12.29
2025-08-14 13F 原子投资者有限合伙人 4,573 250
2025-08-22 NP BTAL - AGFiQ 美国市场中性反贝塔基金 Short -28,056 -1,534
2025-05-27 NP 保诚系列基金 - SP 保诚美国新兴增长投资组合 I 类 50,892 13.95 2,726 -22.14
2025-08-14 13F 托罗索投资有限责任公司 17,412 25.75 952 28.48
2025-08-29 13F 全面投资管理公司 133 7
2025-06-26 NP FIOOX - 富达系列大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 42,542 2.58 1,988 -37.67
2025-08-11 13F 新边缘财富有限责任公司 781,548 55.41 45,009 67.07
2025-03-20 NP QRFT - QRAFT AI 增强型美国大盘 ETF 184 736.36 14 1,300.00
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 11,167 343.84 611 355.22
2025-08-11 13F B.梅茨勒塞尔。索恩公司 27,913 1,527
2025-08-04 13F 创意金融设计公司 /adv 2,862 25.42 156 27.87
2025-07-31 13F 新泽西州共同养老基金 D 48,227 16.13 2,638 18.57
2025-08-28 NP SSTIX - 道富总回报 VIS 基金 1 类股票 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 1,079 33.37 59 37.21
2025-08-12 13F AlphaCore资本有限责任公司 41,116 0.95 2,249 3.07
2025-07-23 13F Mraz, Amerine & Associates, Inc. 571,327 5.33 31,246 10.31
2025-08-29 NP JAFEX - 总股票市场指数信托资产净值 3,404 3.34 186 5.68
2025-08-14 13F 沃尔特拉技术有限公司 Call 8,800 481
2025-08-14 13F 沃尔特拉技术有限公司 Put 8,800 481
2025-08-12 13F 维度基金顾问有限公司 2,932,742 12.21 160,417 14.60
2025-06-25 NP 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 13,100 178.72 612 69.53
2025-08-14 13F Evercore财富管理有限责任公司 13,108 9.57 717 11.88
2025-03-25 NP CTOGX - Calamos Timpani SMID 成长基金 R6 级 3,273 0.49 252 20.67
2025-08-11 13F 莫鲁斯资本管理有限公司 665,854 15.95 36,416 18.38
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 7,890 13.17 369 -31.34
2025-08-26 NP VSNGX - 摩根大通中型股票基金 I 类 231,397 10.34 12,655 12.65
2025-08-14 13F Aqr资本管理有限公司 410,439 73.99 22,447 85.55
2025-08-14 13F Cinctive资本管理有限责任公司 133,237 369.92 7,287 379.97
2025-08-14 13F 麦格理集团有限公司 3,311 131.86 181 138.16
2025-08-29 NP MFUS - PIMCO RAFI 动态多因素美国股票 ETF 1,063 8.91 58 11.54
2025-08-20 NP AQMIX - AQR 管理期货策略基金 I 类 Short -21,756 384.33 -1,190 395.42
2025-08-07 13F Parkside 金融银行与信托 461 2.44 25 4.17
2025-08-27 NP CFJAX - Calvert 美国大盘价值责任指数基金 A 类 30,366 19.10 1,661 21.61
2025-07-16 13F 签名有限责任公司 4,842 0.54 265 2.33
2025-06-27 NP SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 25,500 3.66 1,192 -37.02
2025-08-13 13F 琼斯金融公司有限责任公司 656 8.25 37 16.13
2025-06-25 NP FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61,632 2,880
2025-08-27 NP Jnl 系列信托 - Jnl/摩根大通中型成长基金 (a) 401,011 4.46 21,931 6.64
2025-08-13 13F 资本基金管理公司 Call 182,100 71.95 9,959 75.55
2025-08-13 13F 资本基金管理公司 Put 201,700 373.47 11,031 383.35
2025-08-27 NP VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 28,498 127.98 1,559 102.60
2025-07-15 13F 第五第三银行 2,898 0.87 158 3.27
2025-08-20 NP QHFRX - AQR MS Fusion HV 基金 R6 类 Short -297 -16
2025-08-15 13F 塔尔研究资本有限责任公司(TRC) 11,648 40.10 637 43.15
2025-08-04 13F 阿拉巴马州退休制度 498,147 0.20 27,244 2.29
2025-08-14 13F 第一集团贸易有限公司 Call 103,200 60.00 5,644 63.36
2025-08-12 13F 巴罗·汉利·莫威尼与施特劳斯有限公司 1,993,228 0.96 109,010 3.07
2025-08-14 13F 第一集团贸易有限公司 Put 13,700 8.73 749 11.13
2025-07-29 NP EBI-长景优势ETF 1,506 2.73 73 -24.74
2025-04-28 13F 品尼高金融合作伙伴公司 4,450 2.89 238 -29.79
2025-08-14 13F Aster 资本管理(DIFC)有限公司 3,216 567.22 176 464.52
2025-07-28 NP SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 1,907 133.13 93 70.37
2025-08-20 NP QLEIX - AQR 多空股票基金 I 类 30,533 -319.90 1,670 -324.63
2025-06-24 NP GAOAX - 摩根大通全球配置基金A级 8,071 208.64 377 125.75
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 302,578 1.19 14,705 -25.71
2025-08-14 13F 水产资本管理有限责任公司 73,312 4,009
2025-06-23 NP IYG - iShares 美国金融服务 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 44,928 0.96 2,099 -38.64
2025-08-12 13F 私人管理集团公司 671,988 3.46 36,751 5.62
2025-07-28 NP HROAX - FinTrust 收入和机会基金 A 类股票 3,500 170
2025-06-27 NP SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 164 8
2025-07-01 13F 凯拉资本合伙公司 94,426 14.72 5,164 17.12
2025-07-07 13F Versant 资本管理公司 1,513 59.60 83 64.00
2025-08-07 13F Readystate资产管理有限公司 7,030 384
2025-08-11 13F 波林资本管理有限责任公司 124,345 4.70 6,800 6.88
2025-07-11 13F 阿塞纳贡资产管理公司 474,501 18.20 25,950 20.67
2025-08-05 13F Citadel 投资咨询公司 18,420 20.51 1
2025-07-08 13F 并行顾问有限责任公司 10,359 51.20 567 54.64
2025-08-04 13F 阿特里亚投资有限公司 5,517 302
2025-08-26 NP Profunds - Profunds 中型成长股副总裁 789 8.98 43 13.16
2025-08-29 NP EPS - WisdomTree 美国大型基金 不适用 1,581 1.28 86 3.61
2025-08-14 13F Point72(迪拜国际金融中心)有限公司 13,400 98.37 733 102.77
2025-08-20 NP LEQAX - LoCorr 动态股票基金 A 类 27,544 1,506
2025-07-24 13F 罗纳德·布鲁信托公司 3,271 15.10 179 17.11
2025-08-19 13F 咨询服务网络有限责任公司 5,810 335
2025-06-26 NP USMIX - 扩展市场指数基金 19,798 4.50 925 -36.47
2025-08-01 13F ACR Alpine 资本研究有限责任公司 53,280 47.37 2,914 50.46
2025-08-27 NP RYFIX - 金融服务基金投资者类别 1,683 5.52 92 8.24
2025-08-07 13F 虎钳技术公司 4,039 45.03 221 0.92
2025-08-01 13F 德克萨斯州教师退休制度 30,882 4.54 1,689 6.70
2025-08-14 13F 萨斯奎哈纳投资组合策略有限责任公司 78,100 317.65 4,271 326.67
2025-06-25 NP FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 75,227 3,515
2025-08-11 13F 派恩里奇顾问有限责任公司 250 13.12 14 18.18
2025-08-25 NP LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 1,911 5.52 105 7.22
2025-06-26 NP FLCOX - 富达大盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 55,131 9.09 2,576 -33.69
2025-07-28 NP MSSM - 摩根士丹利 Pathway 中小型股 ETF 7,878 15.38 383 -15.49
2025-08-14 13F DRW 证券有限责任公司 67,451 3,689
2025-08-13 13F 象限资本集团有限公司 15,605 3.81 853 5.96
2025-08-27 NP JNL系列信托——JNL/AB可持续全球主题基金(一) 5,881 1.19 322 3.22
2025-06-26 NP DFUV - 维度美国市场价值 ETF 130,478 0.14 6,097 -39.14
2025-08-13 13F 百达资产管理控股公司 22,390 0.85 1,225 2.94
2025-08-14 13F Ieq资本有限公司 17,565 28.21 961 30.97
2025-08-06 13F 里亚托财富管理有限责任公司 21 23.53 1
2025-07-22 13F Apexium 金融有限公司 7,363 1.38 403 3.34
2025-07-18 13F PFG 投资有限责任公司 5,914 0.36 323 2.54
2025-07-28 NP SGFFX - 麻雀成长基金 A 类 1,865 91
2025-08-27 NP RYDEX 可变信托 - 金融服务基金可变年金 580 0.35 32 3.33
2025-07-29 NP GAAVX - GMO 另类配置基金 VI 类 Short -2,500 25.00 -122 -8.33
2025-08-04 13F 汉兹金融服务公司 993 3,577.78 0
2025-08-12 13F Trexquant 投资有限责任公司 114,248 6,248
2025-08-12 13F 托克维尔资产管理公司 68,884 2.25 3,767 4.41
2025-08-14 13F 德肖公司 189,527 10,365
2025-08-14 13F 德肖公司 Call 91,600 46.09 5,010 49.17
2025-07-29 NP PTL-Inspire 500 ETF 4,961 17.36 241 -13.62
2025-08-08 13F Altfest LJ & Co 公司 9,606 525
2025-08-14 13F 德肖公司 Put 54,000 91.49 2,953 95.56
2025-08-13 13F 咨询研究公司 35,660 1,950
2025-08-14 13F 阿尔格特全球有限公司 132,426 7
2025-08-28 NP ITOT - iShares Core S&P Total 美国股票市场 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 191,683 2.46 10,483 4.61
2025-08-04 13F AMG 国家信托银行 18,665 0.09 1,021 2.10
2025-08-14 13F 长城汽车顾问有限责任公司 25,970 11.85 1,420 14.24
2025-08-05 13F Simplex 贸易有限公司 Call 56,200 137.13 3 200.00
2025-07-30 NP ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 68 3
2025-07-22 13F IMC-芝加哥有限责任公司 15,638 855
2025-07-22 13F IMC-芝加哥有限责任公司 Put 68,400 53.71 3,741 56.95
2025-08-12 13F 管家合伙人投资咨询有限公司 3,331 10.23 182 13.04
2025-08-13 13F 亚利桑那州退休系统 45,145 2.11 2,469 4.22
2025-08-06 13F 穆尔斯与卡博特公司 41,637 46.09 2,277 49.21
2025-07-29 NP IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 56,442 2.44 2,743 -24.79
2025-05-29 NP Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) 2,769 232.41 148 190.20
2025-08-14 13F 催化剂金融合作伙伴有限公司 14,350 1.46 785 3.57
2025-08-28 NP SPMD - SPDR(R) 投资组合中型 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 735,178 2.03 40,207 4.17
2025-06-24 NP JPME - 摩根大通多元化回报美国中盘股票ETF 22,379 1.33 1,046 -38.46
2025-06-26 NP ETTOX - E*TRADE 免费总市场指数基金 32 1
2025-08-14 13F 简街集团有限责任公司 Call 122,900 3.45 6,721 5.61
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 31,465 1.96 1,721 4.05
2025-05-22 NP QCELX - AQR 大盘多风格基金 I 类 5,051 271
2025-08-26 13F/A 路德教会的 Thrivent 金融 126,015 230.11 7 200.00
2025-07-22 13F 奥利斯蒂科财富有限责任公司 71 4
2025-07-11 13F 韦奇资本管理有限公司/NC 49,136 19.34 2,687 21.86
2025-08-26 NP GEIZX - 成长股票指数基金投资者 681 122.55 37 131.25
2025-08-26 NP UDI - USCF 股息收入基金 1,373 9.49 75 11.94
2025-07-29 NP VRVIX - Vanguard Russell 1000 价值指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 67,401 9.04 3,276 -19.95
2025-08-04 13F Bay Colony Advisory Group, Inc(d/b/a Bay Colony Advisors) 9,460 0.11 517 4.87
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 29,065 16.31 1,358 -29.31
2025-07-09 13F 网关投资顾问有限公司 69,289 16.31 3,789 18.74
2025-06-27 NP SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 27,459 6.45 1,283 -35.30
2025-08-14 13F 星云研究与开发有限责任公司 92,285 55.47 5,047 58.76
2025-08-13 13F EverSource 财富顾问有限责任公司 892 159.30 49 166.67
2025-08-26 NP WFMDX - 富国银行特殊中型价值基金管理员班 5,707,350 7.45 312,135 9.70
2025-08-05 13F 贤者资本管理有限责任公司 4,442 0.79 243 2.54
2025-08-13 13F 联合爱马仕有限公司 949,070 6,056.00 51,905 6,191.39
2025-08-14 13F 财富高治理资本有限公司 124,000 6,782
2025-08-14 13F Bamco Inc /纽约/ 519,528 36.89 28,413 39.75
2025-07-08 13F 阿灵顿信托有限责任公司 11 1
2025-08-06 13F 联邦股权服务有限公司 56,058 18.86 3 50.00
2025-08-06 13F 法国巴黎银行资产管理控股公司 1,348 0
2025-07-22 13F 梅里特金融集团有限责任公司 6,001 328
2025-07-29 NP VRGWX - Vanguard Russell 1000 增长指数基金机构股票 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 60,781 5.87 2,954 -22.29
2025-08-27 NP FAEQX - PFM 多经理国内股票基金机构类 3,816 209
2025-08-27 NP 高级系列信托 - Ast 小型成长型投资组合 8,180 447
2025-08-08 13F 哈特兰有限公司 337 18
2025-08-07 13F 奥尔沃斯金融有限公司 1,942 19.07 106 39.47
2025-05-23 NP EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 67,983 25.73 3,642 9.41
2025-07-17 13F 珍尼·蒙哥马利·斯科特有限责任公司 6,325 28.50 0
2025-07-30 NP FSAKX - 战略顾问美国全股票基金 927,328 21.29 45,068 -10.95
2025-08-11 13F 入口点资本有限责任公司 9,181 69.30 502 73.10
2025-08-07 13F 休斯金融服务有限责任公司 36 100.00 2
2025-08-26 NP HLGEX - 摩根大通中型成长基金 I 类 1,460,746 10.13 79,888 12.44
2025-08-14 13F 维登咨询有限责任公司 9,552 14.11 522 16.52
2025-08-15 NP Guardian 可变产品信托 - Guardian 中盘相对价值 VIP 基金 45,429 2.45 2,485 4.59
2025-08-27 NP VBINX - 先锋平衡指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 88,388 1.39 4,834 3.51
2025-08-28 NP Humankind Benefit Corp - Humankind 美国股票 ETF 1,096 18.87 60 20.41
2025-08-14 13F Mml 投资者服务有限公司 25,698 44.30 1
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 12,131 2.64 590 -24.68
2025-07-25 13F 奥菲投资资产管理公司 18,987 15.17 885 8.20
2025-08-26 NP Nuveen S&p 500 Buywrite 收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 66,936 16.96 3,661 19.41
2025-07-22 13F 欧文投资管理有限公司 90,145 3.04 4,930 5.21
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 5,489 300
2025-07-22 13F Gsa资本合伙公司 20,091 1
2025-08-05 13F 惠灵顿希尔兹资本管理有限责任公司 28,900 3.21 1,581 5.40
2025-08-14 13F 全新世顾问有限合伙人 592,341 32,395
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 3,257 25.85 152 -23.23
2025-08-20 NP QLFIX - AQR LSE 融合基金 I 类 Short -173 -9
2025-08-13 13F 佛罗里达州退休系统国家管理局 204,662 1.15 11,193 3.27
2025-08-08 13F 十字马克全球控股公司 12,473 0.49 682 2.71
2025-07-30 13F FNY 投资顾问有限责任公司 13 0
2025-06-26 NP FEQHX - 富达对冲股票基金 3,538 43.59 165 -12.70
2025-07-07 13F 洞察财富策略有限责任公司 82,194 36.74 4,567 41.80
2025-08-26 NP RBCGX - 雷诺蓝筹成长基金 650 36
2025-08-19 NP 西北互助系列基金公司 - 中型成长股票投资组合 124,451 7.30 6,806 9.56
2025-08-01 13F 贝西默集团公司 912 48.78 0
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 3,807 8.15 208 10.64
2025-08-12 13F 杰富瑞金融集团公司 14,475 2.42 792 4.49
2025-07-23 13F 路易斯安那州雇员退休制度 45,800 0.44 2,505 2.54
2025-08-14 13F Optiver控股有限公司 472 1.29 26 4.17
2025-07-08 13F NBC 证券公司 3,463 0.73 0
2025-08-27 13F/A Squarepoint Ops LLC 173,564 175.15 9,492 180.91
2025-08-07 13F ProShare 顾问有限责任公司 7,225 4.17 395 6.47
2025-08-12 13F 保德信金融公司 49,238 148.58 2,693 153.72
2025-06-18 NP 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF 24,792 40.19 1,159 -14.79
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 10,593 495
2025-08-12 13F SRS 资本顾问公司 978 13.33 53 15.22
2025-08-14 13F 普拉纳资本管理有限合伙人 72,781 3,980
2025-08-27 NP JNL 系列信托 - JNL/DFA 美国小型股基金 (A) 5,584 123.18 305 145.97
2025-08-12 13F 贝尔蒙特资本有限责任公司 6,405 65.80 350 69.90
2025-08-05 13F 密歇根州退休系统 39,216 0.51 2,145 2.58
2025-08-14 13F 雷蒙德詹姆斯金融公司 293,619 3.00 16,058 5.15
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 74,478 1.90 3,480 -38.07
2025-07-28 13F 贝福瑞斯特资本有限公司 10,072 85.76 551 89.66
2025-08-14 13F 塞伊投资公司 497,225 31.75 27,193 34.51
2025-08-13 13F 胜利资本管理公司 188,670 37.36 10,318 40.23
2025-08-11 13F HighTower 顾问有限责任公司 39,369 41.39 2,153 44.40
2025-07-17 13F 绿叶信托 5,944 1.64 325 3.83
2025-08-14 13F 卓越资本有限合伙人 1,462,014 79,958
2025-08-13 13F 箭街资本有限合伙企业 60,790 3,325
2025-04-01 NP PKW - 景顺回购成功者 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 113,322 29.61 8,713 55.76
2025-08-27 NP BBVLX - Bridge Builder 大盘价值基金 1,265,751 2.12 69,224 4.25
2025-08-14 13F 匡蒂诺资本管理有限公司 195,446 32.92 10,689 35.70
2025-08-13 13F 裸金融服务公司 86 186.67 5 300.00
2025-08-13 13F 斑眼贸易有限责任公司 Call 180,600 1,065.16 9,877 1,090.00
2025-08-13 13F 斑眼贸易有限责任公司 Put 16,600 31.75 908 34.57
2025-07-11 13F 米勒霍华德投资公司/纽约 521,040 0.13 28,496 2.22
2025-05-15 13F 格伦梅德信托公司 4,150 222
2025-08-22 NP FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 18,979 33.82 1,038 36.63
2025-08-14 13F 法灵顿资本有限公司 28,439 308.02 1,555 316.89
2025-06-26 NP PQCCX - PGIM QMA 中型核心股票基金 R6 级 731 14.94 34 -29.17
2025-08-08 13F Avantax 咨询服务公司 9,477 12.49 518 14.86
2025-08-14 13F Smartleaf资产管理有限责任公司 942 1.40 53 8.33
2025-08-26 NP XJH - iShares ESG 筛选标普中盘 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,564 2.77 961 4.92
2025-06-26 NP DFAS - 维度美国小型股 ETF 120,187 76.88 5,616 41.39
2025-08-08 13F SG美洲证券有限责任公司 35,300 158.93 2
2025-08-13 13F 西北互助财富管理公司 7,580 3.05 415 5.08
2025-08-14 13F Peak6有限责任公司 Call 70,200 201.29 3,839 207.61
2025-08-12 13F LPL 金融有限责任公司 357,348 3.02 19,543 5.17
2025-08-14 13F Peak6有限责任公司 187,557 263.12 10,257 270.82
2025-08-14 13F 牛津资产管理公司 21,416 172.05 1,171 268.24
2025-08-14 13F Peak6有限责任公司 Put 2,800 153
2025-06-30 NP VT - Vanguard Total World Stock Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 121,353 8.95 5,671 -33.79
2025-08-15 13F CI 私人财富有限责任公司 100,331 3.03 5,648 8.26
2025-08-20 NP QMNIX - AQR 股票市场中性基金 I 类 Short -30,597 125.81 -1,673 130.76
2025-08-14 13F 曼氏集团 113,317 309.13 6,197 317.87
2025-08-14 13F Point72 资产管理有限合伙人 85,968 4,702
2025-07-21 13F 克伦威尔控股有限公司 28 100.00 2
2025-08-07 13F HighPoint 顾问集团有限责任公司 6,603 1.84 361 18.36
2025-05-15 13F 德克萨斯州永久学校基金 408,387 19,084
2025-07-14 13F 农商投资公司 136 11.48 7 16.67
2025-08-15 13F 摩根士丹利 2,880,295 23.13 157,523 25.70
2025-07-18 13F 纯财务顾问公司 5,501 8.48 301 10.70
2025-09-04 13F/A 顾问集团控股公司 Call 5 8
2025-03-28 NP JCTR - 摩根大通碳转型美国股票 ETF 52 20.93 4 50.00
2025-07-25 NP SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 81,901 0.84 3,980 -25.97
2025-03-28 NP AIM 投资基金(INVESCO 投资基金)- Invesco Oppenheimer Discovery 中型成长基金 R6 级 1,226,912 25.50 94,337 50.83
2025-08-22 NP CVMC - Calvert 美国中盘核心责任指数 ETF 1,183 3.41 65 4.92
2025-08-25 13F/A 路博迈伯曼集团有限责任公司 26,404 17.25 1,444 19.73
2025-08-08 13F/A 斯特林资本管理有限公司 7,759 8.85 424 11.29
2025-08-14 13F 弗里斯通格罗夫合伙公司 642,849 8.02 35,157 10.28
2025-08-29 NP STXM-Strive 中型股 ETF 715 6.56 39 11.43
2025-08-08 13F Gts 证券有限公司 4,323 236
2025-07-16 13F 埃塞克斯金融服务公司 3,707 203
2025-08-08 13F Pnc 金融服务集团公司 73,533 0.49 4,022 2.60
2025-08-26 NP GFSYX - 机构战略另类基金 -162 -22.49
2025-03-31 NP FBCGX - 富达蓝筹成长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 122,409 7.80 9,412 29.57
2025-06-23 NP MDPIX - 中型深度投资者类别 599 24.27 28 -27.03
2025-08-28 NP ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 203 48.18 11 37.50
2025-08-26 NP AUUYX - AB精选美国股票投资组合顾问级别 48,024 12.63 2,626 14.97
2025-07-25 NP WSML - iShares MSCI 全球小型股 ETF 9,464 460
2025-07-21 13F Qrg 资本管理公司 23,979 3.81 1,311 5.98
2025-05-05 13F 林布鲁克资本有限公司 528 33.33 28 -9.68
2025-07-29 13F 马特森金融服务有限公司 6,272 343
2025-08-14 13F HRT金融有限责任公司 121,154 7
2025-08-14 13F 千禧管理有限公司 Call 15,600 853
2025-06-25 NP IMCV - iShares Morningstar 中盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,021 3.51 328 -37.04
2025-08-14 13F 立体派系统策略有限责任公司 Put 59,400 552.75 3,249 566.94
2025-08-14 13F 岩点顾问有限责任公司 173,422 1.65 9,484 3.78
2025-08-14 13F 立体派系统策略有限责任公司 Call 77,300 175.09 4,228 180.86
2025-06-26 NP FZIPX - 富达零扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 48,442 2.30 2,264 -37.85
2025-08-22 NP CVLC - Calvert 美国大盘核心责任指数 ETF 1,854 1.76 101 4.12
2025-08-12 13F 磁星金融有限责任公司 144,212 7,887
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 5,745 6.11 268 -35.58
2025-08-14 13F/A 斯科波斯实验室有限公司 2,377 445.18 130 460.87
2025-07-23 NP MOWNX - Moerus 全球价值基金 N 级 84,811 52.32 4,122 11.83
2025-08-07 13F 商业银行 85,700 0.00 4,687 2.09
2025-03-31 NP FBGRX - 富达蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 523,654 8.09 40,264 29.90
2025-07-23 13F Klp资本管理公司 31,700 1.60 1,734 3.71
2025-06-24 NP JMOM - 摩根大通美国动量因子 ETF 56,154 29.15 2,624 -21.51
2025-08-29 NP JAFVX - 战略股权配置信托系列资产净值 26,603 0.55 1,455 2.61
2025-08-14 13F 巴利亚斯尼资产管理有限公司 722,103 795.19 39,492 813.93
2025-08-13 13F 第1492章 87,653 78.08 4,794 81.83
2025-07-21 13F 乐凯资产管理有限公司 24,584 1,344
2025-06-23 NP IYY - iShares 道琼斯美国 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 6,889 1.86 322 -38.27
2025-08-14 13F 私人资本管理有限责任公司 421,669 5.82 23,061 8.27
2025-06-24 NP SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,053 3.31 189 -37.21
2025-06-26 NP IMCG - iShares Morningstar 中型成长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 49,684 1.62 2,322 -38.25
2025-08-22 NP DFVE-DoubleLine财富500指数等权重ETF 692 47.23 38 48.00
2025-07-22 NP GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF 679 6.59 33 -23.81
2025-08-21 NP MXMVX - Great-West 中盘价值基金投资者类别 88,825 15.22 4,858 17.63
2025-07-15 13F Bfsg 有限公司 5,694 5.56 311 7.99
2025-09-04 13F/A 顾问集团控股公司 Put 4 6
2025-08-08 13F 橡蓟有限责任公司 13,881 759
2025-08-14 13F Citadel 顾问有限公司 Call 304,800 85.97 16,670 89.85
2025-07-15 13F 道明私人客户财富有限责任公司 1,496 0.27 82 2.53
2025-08-13 13F 克雷塞特资产管理有限责任公司 52,042 1.02 2,846 3.15
2025-08-13 13F 宽博科技有限公司 23,358 1,277
2025-08-08 13F 安联保险 6,919 378
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 164,430 2.31 7,991 -24.89
2025-08-04 13F 资产标记公司 2,626 4.17 144 5.93
2025-08-14 13F 两西格码投资有限合伙人 1,467,286 38.45 80,246 41.35
2025-08-04 13F 品尼高联合有限公司 9,235 5.75 505 8.14
2025-08-27 NP THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类 38,365 0.50 2,098 2.64
2025-08-14 13F 两个 Sigma 顾问,有限合伙人 1,073,500 78.98 58,710 82.72
2025-08-14 13F 夏皮罗资本管理有限公司 153,700 8,406
2025-08-13 13F Alerus 金融纳 578 32
2025-08-14 13F 科学技术研究有限责任公司 8,405 460
2025-07-15 13F 灯塔投资咨询服务公司 159,960 7.56 8,748 9.82
2025-07-28 13F 里索尔兹财富管理 4,579 1.98 250 4.17
2025-07-25 13F 全面清晰财富管理公司 8,950 489
2025-08-26 NP Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 6,395 97.13 350 101.73
2025-06-26 NP 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,828 8.28 1,160 -34.20
2025-08-14 13F 加拿大皇家银行 290,299 86.53 15,877 90.46
2025-08-14 13F 联信银行 68,013 2.35 3,720 4.50
2025-07-11 13F/A Umb Bank 北美/月 8,864 3.87 485 5.91
2025-08-11 13F 联合资本财务顾问有限公司 3,662 200
2025-07-25 13F 红杉财务顾问有限责任公司 169,445 13.94 9,267 16.32
2025-08-13 13F MBM 财富顾问有限责任公司 31,099 12.57 1,701 14.94
2025-08-29 NP DGRW - WisdomTree 美国优质股息增长基金 不适用 247,090 0.77 13,513 2.88
2025-08-13 13F 法国外贸银行 166,466 323.10 9,104 344.75
2025-07-28 NP MSLC - 摩根士丹利 Pathway 大盘股 ETF 6,086 5.88 296 -22.37
2025-07-22 13F HFM投资顾问有限责任公司 8 166.67 0
2025-08-11 13F 贝尔投资顾问公司 123 10.81 7 20.00
2025-07-18 13F 库珀金融集团 6,781 0.80 371 2.78
2025-08-14 13F Point72 亚洲(新加坡)私人有限公司有限公司 8,698 601.45 476 619.70
2025-07-08 13F 北卡罗来纳州韦伯斯特银行 55 3
2025-06-25 NP FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 3,885 287.72 182 182.81
2025-07-08 13F 上升顾问有限责任公司 363 0.83 20 0.00
2025-08-13 13F 阿蒙迪 226,025 8.62 12,798 28.27
2025-08-28 NP KCE - SPDR(R) 标准普尔资本市场 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 147,765 1.70 8,081 3.83
2025-08-14 13F 基础设施资本顾问有限公司 5,193 284
2025-08-28 NP BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,877 103
2025-07-09 13F 帕拉斯资本顾问有限责任公司 5,606 307
2025-06-23 NP MGPIX - 中型成长型深度基金投资者类别 306 47.83 14 -6.67
2025-06-26 NP 贝莱德基金 - iShares 罗素中型股指数机构基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 30,363 1.32 1,419 -38.45
2025-08-28 NP TPLC - Timothy Plan 美国大盘核心 ETF 18,097 14.68 990 17.04
2025-08-14 13F 都铎投资公司等 Put 18,800 91.84 1,028 96.18
2025-08-13 13F 勃艮第资产管理有限公司 299,958 16,405
2025-07-22 NP GUSA - 高盛 MarketBeta 美国 1000 股票 ETF 5,507 0.18 268 -26.45
2025-08-14 13F 都铎投资公司等 386,821 100.61 21,155 104.81
2025-08-14 13F Punch & Associates 投资管理公司 5,275 288
2025-03-28 NP PFI - Invesco DWA 金融动量 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 26,269 0.71 2,020 21.04
2025-08-19 NP NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 77,755 0.69 4,252 2.80
2025-08-14 13F 凯特尔希尔资本管理有限公司 394,285 21,563
2025-06-25 NP VFPIX - 私募资本管理价值基金 I 类 35,985 20.84 1,682 -26.56
2025-08-20 NP QCFIX - AQR CVX 融合基金 I 类 30 2
2025-07-10 13F NorthCrest 资产管理有限责任公司 18,342 2.61 1,044 9.09
2025-08-26 NP IUSG - iShares 核心标普美国增长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 68,089 1.94 3,724 4.08
2025-07-31 13F CVA 家族办公室有限责任公司 12 1
2025-08-29 NP MMSCX - Praxis 小盘股指数基金 A 类 6,260 87.43 342 92.13
2025-08-13 13F 资本基金管理公司 303,145 61.96 16,579 65.36
2025-07-14 13F 伽玛投资有限责任公司 1,875 62.90 103 67.21
2025-08-27 NP BBTSX - Bridge Builder 税务管理中小型股基金 306,651 37.59 16,771 40.46
2025-07-17 13F HB 财富管理有限责任公司 6,188 4.56 338 6.62
2025-08-11 13F 布朗兄弟哈里曼公司 106 53.62 6 66.67
2025-08-07 13F 戴维森资本管理公司 55,723 41.29 3,047 44.27
2025-08-04 13F Daymark 财富合作伙伴有限公司 6,015 0.65 329 2.50
2025-08-28 NP SMSAX - SIMT 多策略另类基金 F 类 35,787 1,957
2025-08-12 13F 富兰克林资源公司 259,531 151.52 14,194 156.79
2025-06-24 NP Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 162,467 7,592
2025-08-14 13F BI 资产管理 Fondsmaeglerselskab A/S 1,872 28.75 0
2025-08-27 NP Brighthouse Funds Trust I - Wells Capital Management 中型价值投资组合 A 类 134,337 7.78 7,347 10.02
2025-07-28 13F 双树管理有限公司 Call 635,800 30.58 34,772 33.31
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 92,962 0.16 4,518 -26.48
2025-06-26 NP DFUS - 维度美国股票 ETF 39,335 4.75 1,838 -36.34
2025-08-05 13F 美国资本咨询有限责任公司 10 1
2025-08-26 NP PENN SERIES FUNDS INC - 中型成长基金 18,459 83.82 1,010 87.90
2025-03-18 13F 托马资本管理有限公司 14,413 1,130
2025-08-14 13F 布雷文·霍华德资本管理有限责任公司 57,904 232.67 3,167 239.70
2025-06-30 NP SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF 17,659 825
2025-07-29 NP SMXAX - SIIT 扩展市场指数基金 - A 类 27,000 3.85 1,312 -23.77
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 23,341 -235.26 1,091 -182.20
2025-08-06 13F 南州公司 57 14.00 3 50.00
2025-08-26 NP IUSV - iShares 核心标普美国价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 61,387 0.85 3,357 2.98
2025-08-08 13F 宾夕法尼亚州公立学校就业重新注册系统 41,865 7.57 2,290 9.84
2025-08-13 13F 国会财富管理有限责任公司/德国/ 26,582 218.50 1,454 225.06
2025-07-25 13F 诺斯罗克合伙人有限责任公司 7,498 20.97 410 23.49
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 58,316 8.26 2,725 -34.19
2025-08-08 13F 拉森金融集团有限责任公司 190 32.87 10 42.86
2025-08-11 13F 阿耳忒弥斯投资管理有限公司 1,292,186 187.13 70,670 193.14
2025-08-14 13F 峰会步道顾问有限公司 5,318 291
2025-07-10 13F 安全资产管理有限责任公司 20,781 59.84 1,137 63.22
2025-08-14 13F 瑞银集团 417,954 3.59 22,858 5.76
2025-08-12 13F MAI资本管理 516 123.38 28 133.33
2025-07-31 13F 卡内基资本资产管理有限责任公司 9,970 5.40 545 26.45
2025-08-12 13F 路石控股有限责任公司 29,214 14.05 1,598 15.39
2025-08-14 13F BW Gestao de Investimentos Ltda。 76,000 4,156
2025-08-12 13F MAI资本管理 Call 11
2025-08-08 13F 神鹰资本管理公司 47,908 111.68 2,620 116.17
2025-08-13 13F 古根海姆资本有限公司 3,756 0.40 205 2.50
2025-06-26 NP IMCB - iShares 晨星中型 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,344 1.51 717 -38.30
2025-07-28 NP QVMM - Invesco S&P MidCap 400 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 24,330 16.62 1,182 -14.41
2025-07-25 13F 正义投资有限责任公司 24,274 12.44 1,328 14.88
2025-07-15 13F 毅力家族办公室有限责任公司 158 9
2025-07-24 NP FSMAX - 富达扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 889,293 0.71 43,220 -26.07
2025-03-31 NP FBCG - 富达蓝筹成长ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 39,790 193.24 3,059 252.42
2025-08-14 13F 富国银行/百万 388,132 18.66 21,227 21.14
2025-05-22 NP QSPIX - AQR 风格溢价另类基金 I 类 0 -100.00 0 -100.00
2025-07-25 13F CWM有限公司 7,875 454.97 0
2025-08-26 NP Profunds - Profunds 中型价值副总裁 549 12.04 30 15.38
2025-03-28 NP ASMMX - 景顺峰会基金A级 594,000 34.69 45,673 61.87
2025-04-23 13F JCIC资产管理公司 705 193.75 38 105.56
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 7,377 39.85 359 2.58
2025-07-28 NP VCULX - 成长基金 724 35
2025-06-27 NP SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 135 3.85 6 -33.33
2025-08-27 NP VEXMX - 先锋扩展市场指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,520,870 0.69 137,866 2.79
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 600,167 9.01 28,046 -33.75
2025-07-08 13F 梯度投资有限责任公司 36,610 2,002
2025-07-24 13F 美国合众银行\de\ 29,345 15.15 1,605 17.51
2025-08-12 13F 普利股权公司 Put 0 0
2025-08-12 13F 普利股权公司 Call 0 0
2025-08-12 13F 普利股权公司 0 0
2025-06-25 NP DGRO - iShares 核心股息增长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 339,917 55.54 15,884 -5.47
2025-07-31 13F 剑桥投资研究顾问公司 5,373 29.78 0
2025-06-23 NP PPSFX - 大型股价值基金 III R-3 2,902 4.35 136 -36.62
2025-06-27 NP SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 78,165 2.25 3,653 -37.86
2025-06-26 NP 贝莱德基金 - iShares Total 美国股市指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 11,987 5.45 560 -35.93
2025-08-14 13F 斯蒂菲尔金融公司 77,316 12.66 4,229 15.01
2025-05-28 NP JAVA - 摩根大通活跃价值 ETF 95,793 136,747.14 5,132 102,520.00
2025-08-14 13F 水手有限责任公司 24,654 80.10 1,348 83.90
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 35,809 4.44 1,958 6.64
2025-08-14 13F 黑暗森林资本管理有限公司 6,485 355
2025-08-13 13F 马歇尔·韦斯律师事务所 643,998 155.99 35,220 161.35
2025-03-31 NP FSBDX - 富达系列蓝筹成长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 84,700 8.59 6,513 30.50
2025-08-20 NP 全国可变保险信托 - NVIT 中盘指数基金 I 类 68,242 1.22 3,732 3.35
2025-07-29 13F 埃弗伦斯资本管理公司 6,260 0
2025-07-14 13F 怀特纳资本管理公司 5,545 0.91 303 3.06
2025-08-13 13F 基尔特集团有限公司 10 1
2025-08-08 13F 新英格兰资本财务顾问有限责任公司 202 11
2025-08-13 13F 诚信合作伙伴有限责任公司 231,508 2.23 12,661 4.37
2025-08-13 13F 耶鲁山投资顾问有限公司 12 1
2025-08-27 NP 高级系列信托 - Ast Prudential Growth Allocation Portfolio 19,662 545.29 1,075 559.51
2025-08-13 13F 峰会金融有限责任公司 22,165 1.77 1,212 3.95
2025-08-13 13F 挪威银行 1,962,996 107,356
2025-07-25 NP NTIAX - 哥伦比亚中盘指数基金 A 类 138,741 1.09 6,743 -25.79
2025-08-14 13F 萨斯奎哈纳国际集团有限责任公司 Call 457,800 94.97 25,037 99.05
2025-08-26 NP EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级 15,466 2.44 846 4.58
2025-07-28 13F 港口投资公司 4,426 93.95 242 98.36
2025-07-31 13F/A 亚飞财富 30 650.00 0
2025-08-26 NP JMEE - 摩根大通市场扩张增强型股票 ETF 122,651 36.56 6,708 39.41
2025-08-28 NP TPHD - 蒂莫西计划高股息股票 ETF 44,950 27.71 2,458 30.40
2025-07-16 13F 西尔维斯特顾问有限责任公司 11,394 4.36 623 6.68
2025-06-25 NP DIVB - iShares 美国股息和回购 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,147 74.06 241 5.73
2025-08-14 13F 劳里恩资本管理有限公司 50,093 8.33 2,740 10.58
2025-08-14 13F 山顶控股公司 5,781 316
2025-08-29 NP DON - WisdomTree 美国中型股股息基金 不适用 221,658 0.07 12,122 2.16
2025-07-25 NP PMDAX - 中小型股股息收入基金 A 类 566,651 3.01 27,539 -24.38
2025-08-14 13F 采石场LP 898 49
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 19,931 15.21 1,090 24.43
2025-08-29 NP STXD - Strive 1000 股息增长 ETF 456 25
2025-06-26 NP KCXIX - Knights of Columbus 美国全盘指数基金 I 股 646 7.13 30 -34.78
2025-07-22 13F 净值顾问小组 7,002 5.87 383 7.91
2025-06-26 NP SMLF - iShares Edge MSCI 多因子美国小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 90,130 11.94 4,212 -31.98
2025-08-27 NP BFGFX - 男爵聚焦成长基金 490,000 96.00 26,798 100.10
2025-07-22 NP GMVAX - 高盛中小盘价值基金 A 类 36,054 3.58 1,752 -23.96
2025-08-14 13F 瑞银资产管理美洲公司 587,585 34.20 32,135 37.01
2025-08-14 13F 阿奇舒勒·沙汉姆有限公司 360 20
2025-08-13 13F 连接资本管理有限责任公司 28,154 1,540
2025-08-06 13F 真实财富设计有限责任公司 81 523.08 4
2025-08-12 13F 吉特曼财富管理有限责任公司 2,490 136
2025-08-14 13F DecisionPoint 金融有限责任公司 12 1
2025-08-12 13F CIBC 私人财富集团有限责任公司 58,202 0.29 3,183 33.63
2025-08-13 13F ExodusPoint 资本管理公司 350,268 329.76 19 375.00
2025-07-21 13F 美洲咨询服务有限责任公司 100 5
2025-08-13 13F GoodHaven 资本管理有限责任公司 442,287 0.52 24,189 2.62
2025-08-12 13F 西北互助投资管理公司 36,380 0.49 1,990 2.58
2025-08-12 13F 旅程战略财富有限公司 5,880 322
2025-08-20 NP QMFNX - AQR MS 融合基金 N 类 Short -268 -15
2025-07-25 NP SCHM - 嘉信美国中型 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 431,144 2.86 20,954 -24.48
2025-08-05 13F 新方资本有限责任公司 169 14.19 9 28.57
2025-08-08 13F SBI 证券股份有限公司 19 5.56 1
2025-07-11 13F 远远财务顾问有限责任公司 9,932 3.52 543 5.85
2025-07-28 NP RWK - Invesco S&P MidCap 400 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 63,424 27.35 3,082 -6.49
2025-08-28 NP CBHAX - 胜利市场中性收益基金 A 类 69,732 3,814
2025-07-23 13F 公平信托公司 10,890 26.63 596 29.35
2025-07-25 13F 俄勒冈州公务员退休基金 33,387 1.21 1,826 3.28
2025-06-25 NP ILCV - iShares Morningstar 大盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,225 0.41 104 -39.41
2025-05-29 NP ULVM - VictoryShares USAA MSCI 美国价值动量 ETF 16,214 869
2025-05-30 NP MBOX - 自由日股息 ETF 39,487 1.23 2,115 -30.84
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 49,800 9.69 2,420 -19.47
2025-08-20 NP QNZNX - AQR 可持续多空股票碳意识基金 N 类 Short -292 -14.62 -16 -16.67
2025-08-11 13F 其他财富有限责任公司 7,568 0.08 414 1.98
2025-08-13 13F 汇丰控股有限公司 35,729 26.30 1,964 31.72
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 3,635 7.51 199 9.39
2025-03-31 NP AIM 投资基金(INVESCO 投资基金)- Invesco Oppenheimer 全球配置基金 R 级 10,072 23.33 774 48.28
2025-08-19 NP GARTX - 高盛绝对回报跟踪基金 A 类 4,393 33.53 240 36.36
2025-08-13 13F 费希尔资产管理有限责任公司 2,082,840 45.24 113,911 48.28
2025-05-28 NP HLQVX - 摩根大通大盘价值基金 I 类 297,866 34.02 15,957 16.65
2025-08-26 NP ASYLX - AB 选择美国多头/空头投资组合顾问类别 129,103 47.99 7,061 51.08
2025-07-29 NP VRNIX - Vanguard Russell 1000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 26,617 6.17 1,294 -22.06
2025-08-22 NP 可变保险产品基金 II - 扩展市场指数投资组合初始类别 8,571 7.27 469 9.35
2025-06-26 NP FSMD - 富达中小因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 59,099 1,218.88 2,762 1,804.14
2025-07-11 13F 谢尔顿财富管理有限公司 20,306 38.71 1,111 41.58
2025-08-08 13F 乌龟投资管理有限公司 4 0
2025-07-28 NP VCGAX - 成长与收益基金 9,405 32.17 457 -2.97
2025-07-10 13F 财富增值咨询服务有限公司 143,469 1.37 8,169 7.76
2025-08-08 13F 雪松财富管理有限责任公司 88 5
2025-08-27 NP VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 4,656,912 2.41 254,687 4.55
2025-08-15 NP SHDIX - American Beacon Shapiro SMID Cap 股票基金机构类别 16,544 905
2025-08-14 13F 法国巴黎银行套利公司 52,237 22.75 2,857 25.32
2025-08-11 13F 罗斯柴尔德投资有限公司 550 4.56 30 7.14
2025-08-20 NP QMHIX - AQR 管理期货策略 HV 基金 I 类 Short -10,624 415.98 -581 428.18
2025-08-29 NP SPXUX-WisdomTree 500 数字基金 N/A 17 183.33 1
2025-08-14 13F 美世全球顾问公司 /adv 30,836 14.86 1,686 17.25
2025-07-25 13F 奥泉环球投资控股有限公司 6,990,180 9.01 388,374 13.13
2025-08-13 13F 贷款融资 AB (publ) 97,597 57.43 5,338 60.75
2025-04-25 NP VFMO - Vanguard US Momentum Factor ETF ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 34,945 54.62 2,313 29.36
2025-07-29 13F 积极财富管理 0 0
2025-07-29 NP IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 242,145 6.21 11,768 -22.02
2025-08-13 13F 双峰财富顾问有限责任公司 72 4
2025-08-11 13F 科维斯特有限公司 3,471 1,568.75 0
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