机构和基金投资人持股 - 买家
在旧共和国际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, FVD - 第一信托价值线股息指数基金, VEIPX - 先锋股票收益基金投资者股份, PCGRX - 胜利先锋中型股价值基金A类, 萨斯奎哈纳投资组合策略有限责任公司, FTSFX - FullerThaler 行为小型中型核心股票基金 R6 股, LSVEX - LSV 价值股票基金机构类别股票, SSMAX - Siit 中小盘股票基金 - A 类, 交响金融有限公司, 万国数据财富管理, CPAI - Counterpoint 量化股票 ETF, Kiker 财富管理有限公司, 奎斯特投资管理有限公司, 红杉财务顾问有限责任公司, 布莱顿琼斯有限公司, NEWZ - StockSnips 人工智能情绪美国全市值 ETF, 耆那全球有限公司, 投资有限责任公司, CLSE - 融合多/空股票 ETF, 和 WSML - iShares MSCI 全球小型股 ETF .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | NP | IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 股票 | 347,041 | 5.95 | 13,118 | 4.00 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 10,996 | 3.52 | 423 | 1.44 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 170,104 | 32.54 | 6,539 | 29.90 | ||||
| 2025-07-30 | 13F | 道德公司 | 17,174 | 0.35 | 655 | -3.54 | ||||
| 2025-08-07 | 13F/A | 全球清洁有限责任公司 | 6,800 | 36.00 | 261 | 33.16 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 1,472 | 57 | ||||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 104,638 | 37.97 | 4,022 | 35.24 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 444,985 | 2.33 | 17,105 | 0.29 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 15,792 | 2.50 | 594 | 5.33 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 470 | 19.90 | 0 | |||||
| 2025-08-12 | 13F | 摩根大通公司 | 922,229 | 4.14 | 35,450 | 2.07 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 12,811 | 0.70 | 492 | -1.20 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 6,160 | 78.03 | 237 | 122.64 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 75,692 | 56.03 | 2,910 | 52.94 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 1,420 | 0 | ||||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 125,785 | 423.32 | 4,835 | 413.27 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 247 | 9 | ||||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 1,005,000 | 38,632 | |||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 27,028 | 409.19 | 1,039 | 835.14 | ||||
| 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 | 3,408 | 57.05 | 131 | 54.12 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 58,188 | 68.60 | 2,237 | 65.26 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 241,955 | 13.12 | 9,301 | 10.86 | ||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 11,168 | 13.65 | 422 | 11.64 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 8,970 | 5.90 | 345 | 3.61 | ||||
| 2025-08-28 | NP | USVM - VictoryShares USAA MSCI 美国小盘股价值动量 ETF | 142,320 | 1.39 | 5,471 | -0.64 | ||||
| 2025-07-24 | NP | HSMNX - Horizon 美国防御性中小盘基金投资者类别 | 111,733 | 6.45 | 4,224 | 4.48 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 77,051 | 3.73 | 2,964 | 1.75 | ||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 727,049 | 5.35 | 27,337 | 8.30 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 103,100 | 4.70 | 3,897 | 2.77 | ||||
| 2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 343 | 13.20 | 13 | 9.09 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 373,568 | 40.37 | 14,360 | 37.56 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 31,726 | 3.44 | 1 | 0.00 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 4,318 | 5.91 | 166 | 3.77 | ||||
| 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 | 223,710 | 0.08 | 8,456 | -1.75 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 8,623 | 331 | ||||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 7,912 | 1,086.21 | 310 | 1,450.00 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 64,787 | 8.35 | 2,490 | 6.23 | ||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 52,884 | 2,033 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 36,104 | 6.03 | 1,365 | 4.04 | ||||
| 2025-08-14 | 13F | 采石场LP | 4,346 | 485.71 | 167 | 475.86 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 1,187 | 46 | ||||||
| 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 | 7,454 | 0.70 | 280 | 3.70 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 126 | 53.66 | 0 | |||||
| 2025-08-12 | 13F | FCA 公司 /tx | 89,072 | 0.12 | 3,424 | -1.89 | ||||
| 2025-07-29 | NP | SLPAX - Siit 小盘基金 - A 类 | 8,200 | 3.40 | 310 | 1.31 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 144,600 | 96.73 | 5,466 | 93.11 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 585 | 22 | ||||||
| 2025-08-13 | 13F | 挪威银行 | 2,993,519 | 115,071 | ||||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 1,614,643 | 4.51 | 62,067 | 2.44 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 235 | 9 | ||||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 25 | 1 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,704 | 6.67 | 104 | 4.04 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 261,203 | 49.99 | 10,041 | 47.00 | ||||
| 2025-08-28 | NP | CPAI - Counterpoint 量化股票 ETF | 49,888 | 1,918 | ||||||
| 2025-07-14 | 13F | 银行与信托公司 | 94,222 | 0.26 | 3,622 | -1.74 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 2,198 | 0 | ||||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 148,325 | 108.18 | 5,702 | 104.04 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 95 | 4 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 7,503 | 288 | ||||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 819,972 | 4.74 | 31,520 | 2.66 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 10,646 | 87.93 | 400 | 93.24 | ||||
| 2025-06-26 | NP | TSMOX - TIAA-CREF 量化小型/中型股票基金退休类别 | 191,080 | 5.03 | 7,185 | 7.97 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 79,891 | 3.51 | 3,068 | 1.32 | ||||
| 2025-07-21 | 13F | 111资本 | 8,205 | 315 | ||||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 55,614 | 49.30 | 2,181 | 61.80 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 37,890 | 8.24 | 1,456 | 6.12 | ||||
| 2025-06-27 | NP | FIRST EAGLE FUNDS - First Eagle 美国中型股机会基金 A 类 | 26,060 | 9.68 | 980 | 12.66 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 28 | 1 | ||||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 124,656 | 6.90 | 4,712 | 4.92 | ||||
| 2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 1,177,434 | 18.57 | 45,261 | 16.22 | ||||
| 2025-08-06 | 13F | 基石投资伙伴有限责任公司 | 7,871 | 0.45 | 303 | -1.63 | ||||
| 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 | 237,194 | 2.68 | 8,966 | 0.78 | ||||
| 2025-07-24 | 13F | 最前沿分析有限责任公司 | 9,831 | 378 | ||||||
| 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 | 772,405 | 3.61 | 29,042 | 6.50 | ||||
| 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 | 1,122 | 48.41 | 43 | 48.28 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 21,693 | 17.26 | 834 | 14.90 | ||||
| 2025-06-27 | 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 | 24,452 | 0.55 | 919 | 26.58 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 17,761 | 188.52 | 659 | 173.03 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 1,369 | 53 | ||||||
| 2025-07-17 | 13F | 非凡美分投资有限责任公司 | 78,984 | 4.60 | 3,036 | 2.53 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 846,141 | 21.28 | 32,526 | 18.87 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 6,390 | 246 | ||||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 1,215 | 33.96 | 47 | 31.43 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 5,896 | 8.72 | 227 | 6.60 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 12,087 | 133.61 | 465 | 129.70 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 116 | 4 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 35,071 | 7.51 | 1,319 | 10.48 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 1,721 | 65 | ||||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 346,551 | 19.01 | 13,321 | 16.65 | ||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 7,646 | 294 | ||||||
| 2025-08-29 | NP | FTSFX - FullerThaler 行为小型中型核心股票基金 R6 股 | 122,990 | 4,728 | ||||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 49,212 | 33.87 | 1,892 | 31.23 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 7,508 | 126.42 | 284 | 169.52 | ||||
| 2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 202,394 | 11.69 | 7,610 | 14.82 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 3,447 | 130 | ||||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 5,040 | 4.89 | 194 | 2.66 | ||||
| 2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 10,000 | 9.35 | 384 | 7.26 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 303,467 | 10.17 | 11,665 | 7.98 | ||||
| 2025-07-29 | 13F | 港口资产规划有限公司 | 200 | 8 | ||||||
| 2025-08-14 | 13F | Synovus金融公司 | 13,530 | 2.37 | 520 | 0.39 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 105,693 | 1.44 | 4,063 | -0.59 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 30,500 | 0.99 | 1,147 | 3.80 | ||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 42,652 | 103.88 | 1,612 | 100.25 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 1,187 | 118,600.00 | 46 | |||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 281,906 | 2.51 | 10,836 | 0.47 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 17,083 | 1.24 | 657 | 2.18 | ||||
| 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 | 617,503 | 2.53 | 23,342 | 0.64 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 9,590 | 57.47 | 363 | 54.70 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 7,219 | 277 | ||||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 187,238 | 0.84 | 7,197 | -1.17 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 6,094 | 126.80 | 232 | 123.08 | ||||
| 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 | 430,789 | 0.13 | 16,284 | -1.72 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 33,024 | 0.05 | 1,269 | -1.93 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 10,093 | 1.88 | 379 | 4.70 | ||||
| 2025-03-20 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 268 | 605.26 | 10 | 800.00 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 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 | 41,910 | 48.19 | 1,611 | 45.27 | ||||
| 2025-08-26 | NP | Profunds - Profunds 中型价值副总裁 | 1,627 | 8.83 | 63 | 6.90 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 8 | 0 | ||||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 892 | 34 | ||||||
| 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 | 36,839 | 2.29 | 1,416 | 0.28 | ||||
| 2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 9,672 | 366 | ||||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 31,368 | 275.57 | 1,206 | 268.50 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 37,508 | 70.30 | 1,442 | 66.98 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 56,448 | 5.38 | 2,170 | 3.29 | ||||
| 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 | 11,276 | 0.62 | 426 | -1.16 | ||||
| 2025-07-18 | 13F | 山猫投资咨询 | 15,842 | 3.77 | 609 | 1.67 | ||||
| 2025-07-24 | 13F | 林登沃尔德顾问公司 | 15,246 | 0.45 | 586 | -1.51 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 29,741 | 197.32 | 1 | |||||
| 2025-08-14 | 13F | 水手有限责任公司 | 166,077 | 54.21 | 6,384 | 51.15 | ||||
| 2025-07-25 | NP | AFMC - First Trust Active Factor Mid Cap 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 | 21,475 | 49.14 | 812 | 46.39 | ||||
| 2025-07-28 | NP | REGL - ProShares S&P MidCap 400 Dividend Aristocrats ETF | 846,712 | 1.97 | 32,006 | 0.09 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 1,220 | 0.33 | 47 | -2.13 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 9,509 | 29.08 | 358 | 32.71 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 2,400 | 2,300.00 | 92 | 2,966.67 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 4,400 | 12.82 | 169 | 11.18 | |||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 2,340 | 4.46 | 90 | 2.30 | ||||
| 2025-08-11 | 13F | 花旗集团 | 105,126 | 0.10 | 4,041 | -1.89 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 5,191 | 0.29 | 200 | -1.97 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 295 | 0.68 | 11 | 0.00 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 5,466 | 760.79 | 214 | 872.73 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 411 | 4.05 | 16 | 0.00 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 126 | 5 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | 2,500 | 47.06 | 96 | 45.45 | ||||
| 2025-08-26 | NP | UDI - USCF 股息收入基金 | 4,040 | 9.51 | 155 | 7.64 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 7,618 | 41.62 | 288 | 38.65 | ||||
| 2025-08-26 | NP | 纽约梅隆银行投资组合 - 中型股股票投资组合 - 初始股 | 22,036 | 80.42 | 847 | 76.83 | ||||
| 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 | 78,701 | 0.62 | 2,959 | 3.43 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 10,928 | 81.74 | 420 | 93.55 | ||||
| 2025-08-14 | 13F | 嘉实投资服务有限公司 | 13,288 | 511 | ||||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 1,048 | 87.81 | 39 | 95.00 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 121 | 266.67 | 5 | 300.00 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 63,303 | 7.70 | 2,380 | 10.70 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 162,438 | 12.53 | 6,108 | 15.66 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 5,137 | 3,214.19 | 194 | 3,780.00 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 13,918 | 20.11 | 535 | 17.84 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 7,151 | 87.99 | 269 | 92.81 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 5,682 | 2.82 | 218 | 0.93 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 50,197 | 5.66 | 1,930 | 3.54 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 中盘指数基金 I 类 | 97,088 | 0.90 | 3,732 | -1.09 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 157,766 | 6,065 | ||||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 2,060,289 | 1.39 | 79,198 | -0.63 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 1,968 | 76 | ||||||
| 2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 16,550 | 626 | ||||||
| 2025-08-13 | 13F | RIA 咨询集团有限责任公司 | 7,169 | 0.35 | 276 | -1.79 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 174 | 7 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 1,656,723 | 8.00 | 63,684 | 5.86 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates 有限责任公司 | 20,896 | 0.42 | 803 | -1.59 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 24 | 1 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 350,100 | 253.28 | 13,458 | 246.29 | |||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 71,100 | 2,733 | |||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 41,742 | 26.04 | 1,604 | 23.57 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 9,018 | 0.11 | 347 | -1.98 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 5,940 | 0.99 | 228 | -0.87 | ||||
| 2025-08-26 | NP | 特拉华 VIP 信托 - 特拉华 VIP 增长和收入系列标准 | 286,782 | 349.01 | 11,024 | 340.22 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 6,595 | 87.84 | 248 | 92.97 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 24,830 | 3.33 | 954 | 1.27 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 54 | 145.45 | 2 | |||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 24,987 | 0.49 | 960 | -1.54 | ||||
| 2025-06-27 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 18,873 | 710 | ||||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 634,244 | 7.48 | 24,082 | 4.06 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 68,728 | 2.55 | 2,642 | 0.49 | ||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 48,903 | 90.80 | 1,880 | 86.97 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 33,288 | 220.08 | 1,280 | 214.25 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 472,546 | 0.35 | 18,039 | -2.89 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 66,177 | 359.31 | 2,544 | 350.09 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 8,014 | 0.17 | 303 | -1.95 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 13,308 | 512 | ||||||
| 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 | 10,037 | 5.99 | 377 | 8.96 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 80,894 | 11.08 | 3,110 | 8.86 | ||||
| 2025-08-14 | 13F | 目的地财富管理 | 6,201 | 0.40 | 238 | -1.65 | ||||
| 2025-08-04 | 13F | 梅多布鲁克投资顾问有限责任公司 | 4,230 | 163 | ||||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 157,756 | 86.89 | 6,064 | 83.20 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 327,375 | 48.83 | 12,584 | 45.88 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 9,744 | 3.89 | 366 | 6.71 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级 | 21,640 | 1.77 | 832 | -0.24 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 45,224 | 11.72 | 1,700 | 14.86 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 2,633 | 101 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 162 | 1.89 | 6 | 20.00 | ||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 10,860 | 0.77 | 417 | -1.18 | ||||
| 2025-08-08 | 13F | denkapparat Operations GmbH | 16,900 | 80.02 | 650 | 76.36 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 78 | 3 | ||||||
| 2025-06-27 | NP | XMMO - Invesco S&P MidCap 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 | 1,254,322 | 5.09 | 47,163 | 8.02 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 14,105 | 533 | ||||||
| 2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 220 | 12.24 | 9 | 14.29 | ||||
| 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 | 338,498 | 10.10 | 12,795 | 8.08 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 7,620 | 293 | ||||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 14,712 | 78.52 | 566 | 74.92 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 15,517 | 6.95 | 596 | 4.75 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 416 | 63.14 | 16 | 50.00 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 118,877 | 7.70 | 4,570 | 17.06 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 8,824 | 339 | ||||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 1,979 | 0 | ||||||
| 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 | 106,495 | 1.62 | 4,004 | 4.46 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 80,410 | 16.77 | 3,091 | 14.44 | ||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 4,538 | 12.66 | 174 | 10.83 | ||||
| 2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 61,023 | 108.48 | 2 | 100.00 | ||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 19,100 | 722 | ||||||
| 2025-07-29 | NP | IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF 股票 | 172,058 | 2.15 | 6,504 | 0.26 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 22,894 | 880 | ||||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 23,096 | 888 | ||||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 11,527 | 146.20 | 443 | 142.08 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 348,769 | 3.48 | 13 | 0.00 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 177,866 | 2.52 | 6,837 | 0.49 | ||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 412,658 | 19.42 | 15,863 | 17.05 | ||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 30,160 | 30.62 | 1,159 | 28.07 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 5,574 | 214 | ||||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 22,486 | 1 | ||||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 788 | 1.42 | 30 | 0.00 | ||||
| 2025-08-29 | NP | WTV - WisdomTree 美国优质股东收益基金 不适用 | 442,408 | 70.21 | 17,006 | 66.84 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 9,723 | 27.35 | 374 | 24.75 | ||||
| 2025-06-26 | NP | DFSTX - 美国小型股投资组合 - 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 | 718,430 | 23.60 | 27,013 | 27.05 | ||||
| 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 | 98,791 | 3.66 | 3,715 | 6.54 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 63 | 2 | ||||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 2,185 | 84 | ||||||
| 2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 8,622 | 6.06 | 331 | 4.09 | ||||
| 2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 2,020,989 | 0.14 | 77,687 | -1.85 | ||||
| 2025-08-28 | NP | AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票 | 6,840 | 263 | ||||||
| 2025-06-25 | NP | SPRAX - Pgim Qma 中盘价值基金 A 类 | 25,800 | 120.51 | 970 | 177.94 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 8,816 | 462.60 | 339 | 454.10 | ||||
| 2025-07-29 | NP | Voya 全球股票股息及溢价机会基金 | 65,610 | 328.35 | 2,480 | 321.05 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares 主动收益 ETF | 3,166 | 124 | ||||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 962 | 512.74 | 37 | 500.00 | ||||
| 2025-08-29 | NP | PKAIX - PIMCO RAE 美国基金机构类 | 52,266 | 14.70 | 2,009 | 12.42 | ||||
| 2025-08-12 | 13F | NDVR 公司 | 7,868 | 5.64 | 302 | 3.42 | ||||
| 2025-06-26 | NP | DFSVX - 美国小盘价值投资组合 - 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 | 119,167 | 56.94 | 4,481 | 61.33 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 1 | 0 | ||||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 18,540 | 713 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 547,477 | 809.96 | 21,045 | 792.12 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 11,321 | 2.33 | 435 | 0.46 | ||||
| 2025-07-22 | 13F | Orca 财富管理有限公司 | 154,328 | 0.29 | 5,932 | -1.71 | ||||
| 2025-05-15 | 13F | 积极财富管理 | 0 | 0 | ||||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 79,726 | 0.18 | 3,065 | -1.83 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 95,628 | 46.57 | 3,676 | 43.67 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 16,700 | 637 | |||||
| 2025-08-14 | 13F | Point72香港有限公司 | 2,723 | 105 | ||||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 71,802 | 0.14 | 2,760 | -1.85 | ||||
| 2025-06-03 | 13F | 投资有限责任公司 | 17,354 | 681 | ||||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 805,667 | 235.89 | 30,970 | 229.22 | ||||
| 2025-06-25 | NP | FNCL - 富达 MSCI 金融指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,547 | 0.49 | 2,615 | 3.28 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 17,424 | 670 | ||||||
| 2025-08-12 | 13F | CFC 规划有限公司 | 6,080 | 234 | ||||||
| 2025-08-14 | 13F | 西永资本有限公司 | 8,197 | 315 | ||||||
| 2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 1,121 | 43 | ||||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 238,847 | 4.18 | 9,181 | 2.11 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 30,637 | 1,178 | ||||||
| 2025-08-13 | 13F | 系统财务管理有限公司 | 910,572 | 0.77 | 35,002 | -1.23 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 559 | 3.71 | 21 | 10.53 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 10,192 | 392 | ||||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 115 | 0.88 | 4 | 0.00 | ||||
| 2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,446 | 3.25 | 2,912 | 6.12 | ||||
| 2025-08-28 | NP | SDY - SPDR(R) S&P(R) 股息 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 | 2,654,667 | 3.80 | 102,045 | 1.74 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 8,689 | 3.24 | 334 | 1.21 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 6,963 | 268 | ||||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 5,322 | 205 | ||||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 4,698 | 60.01 | 177 | 64.49 | ||||
| 2025-06-26 | NP | PQCCX - PGIM QMA 中型核心股票基金 R6 级 | 1,045 | 12.37 | 39 | 14.71 | ||||
| 2025-07-24 | 13F | 李氏金融公司 | 38,173 | 10.31 | 1,467 | 8.11 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 90,131 | 9.08 | 3,465 | 6.91 | ||||
| 2025-07-30 | NP | LSOFX - LS 机会基金 - 机构类别 | Short | -62,777 | -4.04 | -2,373 | -5.84 | |||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 1,201 | 4.43 | 46 | 2.22 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 477,360 | 95.23 | 18,350 | 91.35 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 31,367 | 25.56 | 1,206 | 23.08 | ||||
| 2025-08-14 | 13F | 骑士桥资产管理有限公司 | 65,091 | 0.24 | 2,502 | -1.73 | ||||
| 2025-07-30 | 13F | 杜普雷金融集团有限责任公司 | 211,706 | 1.08 | 8,138 | -0.94 | ||||
| 2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 14,725 | 534.97 | 557 | 524.72 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 92,979 | 99.80 | 4 | 200.00 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 10,037 | 9.72 | 363 | 1.40 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 76,003 | 52.15 | 2,858 | 56.38 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 10,600 | 407 | ||||||
| 2025-08-14 | 13F | 塞伊投资公司 | 257,210 | 75.92 | 9,888 | 72.43 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 2,395 | 4,690.00 | 0 | |||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 243 | 232.88 | 9 | 350.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 | 39,336 | 6.13 | 1,479 | 9.15 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 66,526 | 2.63 | 2,557 | 0.59 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 17,164 | 1.64 | 660 | -0.45 | ||||
| 2025-08-26 | NP | IAK - iShares 美国保险 ETF | 213,669 | 2.56 | 8,213 | 0.51 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 87,257 | 0.97 | 3,354 | -1.03 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 17,626 | 15.06 | 678 | 11.72 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 11,229 | 87.34 | 422 | 92.69 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 2,703 | 38.40 | 104 | 33.77 | ||||
| 2025-08-29 | NP | STXM-Strive 中型股 ETF | 1,135 | 6.37 | 44 | 4.88 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 23 | 1 | ||||||
| 2025-07-11 | 13F | 国际私人财富顾问有限公司 | 7,763 | 298 | ||||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 1,131 | 4.43 | 43 | -2.27 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 376,275 | 1,087.29 | 14,464 | 1,064.49 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 565 | 0.71 | 22 | 0.00 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 11,135 | 2.96 | 428 | 0.94 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 5,296 | 2.64 | 204 | 0.50 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 151 | 6 | ||||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 240,078 | 0.43 | 9,229 | -1.57 | ||||
| 2025-07-14 | 13F | 梅森有限责任公司 | 511 | 0.79 | 20 | 0.00 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 5,735 | 6.54 | 220 | 4.27 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 100,782 | 13.61 | 3,874 | 11.35 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 13,847 | 14.55 | 532 | 12.24 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 32,583 | 129.52 | 1,252 | 125.18 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 5,512 | 4.33 | 207 | 7.25 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,022 | 3.76 | 38 | 5.56 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 12,810 | 492 | ||||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 5,779,156 | 55.68 | 221,457 | 52.23 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 9,254 | 96.60 | 0 | |||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 239,409 | 111.99 | 9,203 | 107.77 | ||||
| 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 | 5,402 | 208 | ||||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 7,515 | 40.02 | 284 | 37.86 | ||||
| 2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 111,561 | 1.83 | 4,195 | 4.67 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 912 | 76.40 | 35 | 75.00 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 308,084 | 152.71 | 11,843 | 147.69 | ||||
| 2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 12,325 | 474 | ||||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 6,253 | 0.30 | 240 | -1.64 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 942,778 | 26.26 | 36,240 | 23.75 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 91,880 | 0.33 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 246,045 | 0.49 | 9,458 | -1.51 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 45,300 | 112.68 | 1,741 | 108.50 | |||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 91,375 | 62.60 | 3,512 | 59.42 | ||||
| 2025-06-24 | NP | QDF - FlexShares 优质股息指数基金 | 266,240 | 5.20 | 10,011 | 8.13 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 709,921 | 27,289 | ||||||
| 2025-07-28 | NP | AVMV - Avantis 美国中盘价值 ETF | 19,950 | 46.75 | 754 | 44.17 | ||||
| 2025-06-23 | NP | MDPIX - 中型深度投资者类别 | 857 | 24.02 | 32 | 28.00 | ||||
| 2025-05-30 | NP | SLLAX - SIMT 小盘基金 F 类 | 8,192 | 321 | ||||||
| 2025-08-28 | NP | SMMD - iShares Russell 2500 ETF | 54,888 | 7.22 | 2,110 | 5.08 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 5,595 | 2.96 | 215 | 0.94 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 9,274 | 11.07 | 351 | 9.03 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 7,401 | 134.95 | 284 | 130.89 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 6,518 | 0.11 | 251 | -1.96 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 84,973 | 5.97 | 3,266 | 3.85 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 894 | 15.21 | 34 | 13.33 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 2,386 | 17.94 | 92 | 15.19 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 25,832 | 4.39 | 1 | |||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 2,060,505 | 21.53 | 79,206 | 19.11 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 166,692 | 6 | ||||||
| 2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,499 | 31.30 | 2,018 | 63.40 | ||||
| 2025-07-21 | 13F | 巴雷特公司 | 13,200 | 0.20 | 507 | -1.74 | ||||
| 2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 11,466 | 3.92 | 441 | 1.85 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 73,575 | 9.03 | 2,828 | 6.88 | ||||
| 2025-08-14 | 13F | 穆巴达拉投资公司 PJSC | 56,332 | 2,165 | ||||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 32 | 1 | ||||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 10,510 | 385 | ||||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 8,414 | 31.76 | 323 | 29.20 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 2,481 | 10.96 | 0 | |||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 124,153 | 5.48 | 4,668 | 8.43 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 3,009,780 | 3.14 | 115,696 | 1.09 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 6,423 | 247 | ||||||
| 2025-06-26 | NP | HFCGX - 轩尼诗基石成长基金投资者类别 | 169,998 | 6,392 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 44,153 | 29.74 | 1,697 | 27.21 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 10,750 | 0.42 | 413 | -1.43 | ||||
| 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 | 69,220 | 1.70 | 2,603 | 4.54 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 25,000 | 961 | ||||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 122,187 | 4,697 | ||||||
| 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 | 97,716 | 99.28 | 3,674 | 104.91 | ||||
| 2025-08-13 | 13F | 测量财富私人客户集团有限责任公司 | 25,898 | 10.73 | 996 | 8.51 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 570,966 | 21.65 | 21,948 | 19.23 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 56,808 | 68.04 | 2,184 | 64.75 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 116,006 | 170,497.06 | 4,459 | 222,850.00 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 1,639 | 1.93 | 63 | 0.00 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 12,791 | 492 | ||||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 176,115 | 43.75 | 6,770 | 40.87 | ||||
| 2025-06-27 | NP | PCGRX - 胜利先锋中型股价值基金A类 | 231,121 | 8,690 | ||||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 9,831 | 0.88 | 378 | -1.31 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 1,785,774 | 60.81 | 68,645 | 57.61 | ||||
| 2025-07-29 | 13F | 哈姆林资本管理有限责任公司 | 5,207,228 | 0.31 | 200,166 | -1.69 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 211,175 | 1.09 | 8,118 | -0.92 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 9,066 | 286.28 | 346 | 279.12 | ||||
| 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 | 12,285 | 7.42 | 472 | 5.36 | ||||
| 2025-08-08 | 13F | 创意策划 | 91,718 | 4.54 | 3,526 | 2.47 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 132,627 | 19.33 | 5,102 | 17.05 | ||||
| 2025-08-26 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 153,384 | 17.53 | 5,896 | 15.20 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 1,219 | 28.99 | 47 | 24.32 | ||||
| 2025-08-04 | 13F | 萨克森资本管理有限责任公司 | 5,798 | 0.52 | 223 | -1.77 | ||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9 | 0 | ||||||
| 2025-08-07 | 13F | 米德资产管理公司 | 1,215 | 33.96 | 47 | 31.43 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 6,804 | 262 | ||||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 18,048 | 694 | ||||||
| 2025-08-26 | NP | TQSMX - T. Rowe Price QM 美国中小盘核心股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 80,829 | 9.69 | 3,107 | 7.51 | ||||
| 2025-06-25 | NP | NAWGX - Voya 全球股票基金 A 类 | 36,852 | 340.39 | 1,386 | 352.61 | ||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 255 | 0 | ||||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 181 | 7 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 873,050 | 2.72 | 33,560 | 0.67 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 6,538 | 4.73 | 251 | 2.87 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 139,396 | 7.99 | 5,358 | 5.85 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 24,204 | 15.78 | 1 | |||||
| 2025-08-27 | NP | FGIPX - 特拉华增长和收入基金机构类别 | 470,575 | 248.08 | 18,089 | 241.15 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 24,291 | 54.40 | 934 | 51.22 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 41,310 | 14.16 | 1,588 | 11.84 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 2,810 | 101.15 | 108 | 100.00 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 5,913 | 0.14 | 227 | -1.73 | ||||
| 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 | 117,347 | 0.78 | 4,436 | -1.07 | ||||
| 2025-07-28 | NP | SCAP-InfraCap 小型股收入 ETF | 3,500 | 132 | ||||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 6,689 | 257 | ||||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 252,905 | 5.38 | 10 | 0.00 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 212,807 | 66.13 | 8 | 60.00 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 71,004 | 1.16 | 3 | 0.00 | ||||
| 2025-07-14 | 13F | 艾金融服务有限公司 | 16,659 | 5.56 | 640 | 3.56 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 195 | 12.72 | 7 | 16.67 | ||||
| 2025-07-29 | NP | Voya 全球优势及优质机会基金 | 21,494 | 329.54 | 812 | 322.92 | ||||
| 2025-07-24 | 13F | 应用资本有限责任公司/佛罗里达州 | 36,344 | 9.13 | 1,397 | 6.97 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 12,837 | 26.22 | 493 | 23.87 | ||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 525,259 | 32.53 | 19,750 | 36.23 | ||||
| 2025-06-26 | NP | SMMV - iShares Edge MSCI Min Vol USA Small-Cap ETF | 131,370 | 3.04 | 4,940 | 5.92 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 777,630 | 0.28 | 29,892 | -1.72 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 100 | 4 | ||||||
| 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 | 17,724 | 5.99 | 670 | 3.88 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 1,266 | 49 | ||||||
| 2025-08-12 | 13F | 万国数据财富管理 | 51,487 | 1,979 | ||||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 241 | 10.55 | 9 | 12.50 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 26,570 | 1,021 | ||||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 3,446 | 7.72 | 132 | 5.60 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 89,687 | 14.00 | 3,448 | 11.73 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 27,911 | 1,073 | ||||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 1,192,371 | 51.93 | 45,835 | 48.92 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 20,717 | 6.56 | 796 | 4.46 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 35,762 | 257.69 | 1,375 | 250.51 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,916 | 26.05 | 72 | 30.91 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 10,177,486 | 2.05 | 391,223 | 0.02 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 26,515 | 33.28 | 1,019 | 30.64 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 685 | 56.75 | 26 | 52.94 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 25,346,844 | 0.18 | 974,333 | -1.81 | ||||
| 2025-07-17 | 13F | E 六十三有限公司 | 321,403 | 1.78 | 12,355 | -0.24 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 6,598 | 254 | ||||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 9,869 | 379 | ||||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 414,900 | 258.55 | 16 | 275.00 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-07-24 | 13F | 财富之星顾问有限公司 | 15,340 | 83.84 | 590 | 80.12 | ||||
| 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 | ||||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 25,632 | 0.81 | 985 | -1.20 | ||||
| 2025-08-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 68,557 | 9.48 | 2,635 | 7.29 | ||||
| 2025-08-06 | 13F | 内内塔资本有限责任公司 | 7,101 | 273 | ||||||
| 2025-05-30 | NP | SPWIX - Simt 小盘成长基金 I 类 | 7,900 | 310 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 655,627 | 30.28 | 25,202 | 27.69 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 162,337 | 6,240 | ||||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 11,708 | 29.66 | 459 | 40.80 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 21,375 | 1.95 | 822 | -0.12 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 15 | 1 | ||||||
| 2025-08-11 | 13F | 交响金融有限公司 | 57,968 | 2,228 | ||||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 16,230 | 0.82 | 624 | -1.27 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 171,593 | 0.66 | 6,596 | -1.33 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 18,615 | 0.35 | 669 | -7.98 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 7,544 | 16.92 | 290 | 14.23 | ||||
| 2025-06-30 | NP | SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF | 6,000 | 226 | ||||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 42,080 | 0.19 | 1,618 | -1.82 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 22,211 | 21.20 | 835 | 24.63 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 9,471 | 1.03 | 364 | -0.82 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 13,480 | 518 | ||||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 40,272 | 32.49 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 11,031 | 0 | ||||||
| 2025-08-14 | 13F | 富国银行/百万 | 159,836 | 40.77 | 6,144 | 37.97 | ||||
| 2025-07-29 | NP | SFYX - SoFi Next 500 ETF | 1,302 | 6.98 | 49 | 6.52 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 44,955 | 314.75 | 1,728 | 315.38 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 481 | 78.15 | 18 | 100.00 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 8,805 | 3.61 | 338 | 1.50 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 76,658 | 127.95 | 2,947 | 123.52 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 1,563 | 60 | ||||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 11,278 | 29.60 | 0 | |||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 106,750 | 0.62 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 30,459 | 0.91 | 1,171 | -1.10 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 2,702,316 | 43.71 | 104 | 41.10 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 10,346 | 398 | ||||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 6,389 | 246 | ||||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 15,737 | 45.34 | 605 | 42.45 | ||||
| 2025-07-29 | NP | SSMAX - Siit 中小盘股票基金 - A 类 | 67,220 | 2,541 | ||||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 15,460 | 13.85 | 594 | 11.65 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 131,835 | 17.87 | 5,068 | 15.53 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 215,603 | 5.15 | 8,288 | 3.06 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 12,533 | 62.81 | 482 | 59.80 | ||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 5,972 | 87.98 | 225 | 93.10 | ||||
| 2025-08-28 | NP | STFGX - 国营农场增长基金 | 270,400 | 3.72 | 10,394 | 1.66 | ||||
| 2025-06-26 | NP | LSVEX - LSV 价值股票基金机构类别股票 | 93,000 | 3,497 | ||||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 6,132 | 236 | ||||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 27 | 107.69 | 1 | |||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 6,052 | 233 | ||||||
| 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 | 5,184 | 6.80 | 199 | 4.74 | ||||
| 2025-07-29 | NP | PTL-Inspire 500 ETF | 6,443 | 17.77 | 244 | 15.71 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 63,600 | 23.26 | 2,445 | 20.81 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 17 | 70.00 | 1 | |||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 3,597 | 178.41 | 138 | 176.00 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 10,262 | 394 | ||||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 18,666 | 0.46 | 718 | -1.51 | ||||
| 2025-08-14 | 13F | 安盛公司 | 23,843 | 917 | ||||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 23,640 | 4.13 | 907 | 1.91 | ||||
| 2025-04-23 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 47,625 | 5.96 | 1,834 | 4.74 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 11,797 | 453 | ||||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 16,413 | 16.91 | 631 | 14.55 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 7,101 | 29.34 | 273 | 26.51 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 1,468,086 | 2.23 | 56 | 0.00 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 171,409 | 2,198.94 | 6,589 | 2,156.16 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 2,412 | 0.25 | 93 | -2.13 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 138,994 | 14.79 | 5,343 | 12.49 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 4,651 | 179 | ||||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 6,088 | 3.66 | 234 | 1.74 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 1,639 | 5.06 | 63 | 3.28 | ||||
| 2025-07-21 | 13F | 轩尼诗顾问公司 | 223,998 | 8,610 | ||||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 49,888 | 1,918 | ||||||
| 2025-06-24 | NP | FMDCX - 联合中型股指数基金服务股票 | 25,561 | 16.54 | 961 | 19.83 | ||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 240,851 | 53.02 | 9,104 | 50.21 | ||||
| 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 | 38,568 | 14.28 | 1,450 | 17.50 | ||||
| 2025-06-26 | NP | DFSV - 维度美国小盘价值 ETF | 67,792 | 64.64 | 2,549 | 69.19 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 18,616 | 0.60 | 716 | -1.38 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 61,000 | 6.09 | 2,345 | 3.95 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 7,504 | 15.89 | 288 | 13.83 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 183 | 7 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 16,849 | 226.28 | 648 | 220.30 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 33,351 | 358.56 | 1,308 | 397.34 | ||||
| 2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 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 | 545,312 | 20,962 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 249,224 | 9,371 | ||||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 13,656 | 525 | ||||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 335,528 | 2.13 | 12,616 | 4.98 | ||||
| 2025-08-27 | NP | OASVX - 最佳中小盘价值基金 A 类 | 48,310 | 18.41 | 1,857 | 16.06 | ||||
| 2025-07-25 | NP | NTIAX - 哥伦比亚中盘指数基金 A 类 | 198,780 | 0.80 | 7,514 | -1.07 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 304,397 | 0.08 | 11,701 | -1.90 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 8,014 | 7.69 | 303 | 5.59 | ||||
| 2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 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 | 12,687 | 194.09 | 480 | 188.55 | ||||
| 2025-08-26 | NP | XJH - iShares ESG 筛选标普中盘 ETF | 24,512 | 0.11 | 942 | -1.87 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 40,664 | 1,563 | ||||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 174,458 | 0.96 | 6,706 | -1.03 | ||||
| 2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 58,696 | 3.32 | 2,207 | 6.16 | ||||
| 2025-08-20 | NP | RUSC - 美国小型股主动型股票ETF | 979 | 38 | ||||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 696,600 | 30.13 | 26,777 | 27.54 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 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 | 987,336 | 37,953 | ||||||
| 2025-08-05 | 13F | 伯尼公司/ | 89,901 | 0.31 | 3,456 | -1.71 | ||||
| 2025-06-30 | NP | PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF | 28,560 | 55.61 | 1,074 | 108.75 | ||||
| 2025-08-05 | 13F | HFG 顾问公司 | 10,967 | 24.00 | 422 | 21.68 | ||||
| 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 | 36,880 | 40.66 | 1,418 | 37.84 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 18,550 | 1 | ||||||
| 2025-07-29 | NP | GCAVX - GMO 美国小型价值基金 VI 级 | 9,961 | 48.87 | 377 | 46.30 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 58,424 | 4.77 | 2,246 | 2.70 | ||||
| 2025-08-13 | 13F | 奎斯特投资管理有限公司 | 31,788 | 1,222 | ||||||
| 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 | 1,275,540 | 0.55 | 48,215 | -1.30 | ||||
| 2025-08-13 | 13F | 正确资本财富管理 | 40,460 | 3.89 | 1,555 | 1.83 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 27,773,122 | 0.86 | 1,067,599 | -1.15 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 6,384 | 245 |
