机构和基金投资人持股 - 买家
在菲利普莫里斯国际公司中开设新头寸的主要持有者包括 WCMIX - WCM 聚焦国际成长基金机构类别, HAIAX - 哈特福德核心股票基金 A 类, BBIEX - Bridge Builder 国际股票基金, 可变保险产品基金 II - 反向基金投资组合初始类别, JIJIX - 约翰汉考克国际动态增长基金类别资产净值, JNL 系列信托 - JNL/WCM 聚焦国际股票基金 (I), FCNTX - 富达对冲基金, 中西部信托公司, SSAQX - 道富美国核心股票基金, FISEX - 富兰克林股票收益基金 A 类, 达美全球管理有限公司, Glenmede投资管理有限公司, 美世全球顾问公司 /adv, HIAGX - 哈特福德纪律股票 Hls 基金 Ia, CLCEX - 多经理大盘成长策略基金机构类, 洛克希德马丁投资管理公司, 瑞穗证券美国有限公司, FLCNX - 富达对冲基金 K6, SEIM - SEI 增强型美国大盘动量因子 ETF, 和 纽布鲁克资本顾问公司 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | 资产标记公司 | 404,764 | 45.14 | 73,720 | 66.54 | ||||
| 2025-06-26 | NP | FIEUX - 富达欧洲基金 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 | 24,500 | 10.36 | 4,198 | 45.26 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 248 | 0.81 | 45 | 15.38 | ||||
| 2025-06-17 | NP | MMITX - 多管理人国际股票基金 P 类股票 | 46,472 | 7,963 | ||||||
| 2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 4,290 | 6.96 | 787 | 22.78 | ||||
| 2025-07-29 | 13F | MPS Loria 财务规划师有限责任公司 | 2,207 | 2.03 | 402 | 16.91 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 4,078 | 9.83 | 743 | 25.98 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 16,121 | 0.77 | 2,936 | 15.64 | ||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 176 | 1.73 | 32 | 18.52 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 1,400 | 255 | ||||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 5,793 | 0.31 | 1,055 | 15.17 | ||||
| 2025-08-08 | 13F | 创意策划 | 468,577 | 6.20 | 85,342 | 21.86 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 68,309 | 12,533 | ||||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 497,422 | 3.15 | 90,595 | 18.36 | ||||
| 2025-07-22 | 13F | 提升资本顾问有限责任公司 | 11,897 | 8.38 | 2,167 | 24.34 | ||||
| 2025-06-26 | NP | FFLG - 富达增长机会 ETF | 12,423 | 79.58 | 2,129 | 136.44 | ||||
| 2025-07-16 | 13F | 一+一财富管理有限公司 | 2,362 | 3.05 | 430 | 18.46 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 9,378 | 4.51 | 1,694 | 21.54 | ||||
| 2025-03-11 | 13F | Anchor Pointe 财富管理有限责任公司 | 2,025 | 243 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 381,744 | 7.36 | 69,527 | 23.19 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 2,440 | 3.13 | 444 | 18.40 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 2,600 | 474 | ||||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 25,110 | 0.95 | 4,573 | 15.83 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 797 | 31.52 | 145 | 51.04 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 2,785 | 4.70 | 507 | 20.14 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 767 | 25,466.67 | 140 | |||||
| 2025-08-12 | 13F | 繁荣金融有限责任公司 | 24,450 | 1.09 | 4,453 | 15.99 | ||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 1,630 | 259 | ||||||
| 2025-08-12 | 13F | 塔博克斯家族办公室有限公司 | 1,128 | 205 | ||||||
| 2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 363 | 66 | ||||||
| 2025-08-14 | 13F | 都铎金融公司 | 1,330 | 0.30 | 242 | 15.24 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 30,915 | 0.14 | 5,631 | 14.90 | ||||
| 2025-08-13 | 13F | Certior 金融集团有限公司 | 1,223 | 223 | ||||||
| 2025-07-21 | 13F | 山顶国家银行 | 3,004 | 3.30 | 547 | 56.73 | ||||
| 2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 1,879 | 1.24 | 342 | 16.33 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 7,042 | 36.76 | 1,283 | 56.92 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 101,854 | 6.63 | 18,394 | 24.00 | ||||
| 2025-08-13 | 13F | 艾莉家族办公室有限责任公司 | 1,177 | 214 | ||||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 10,516 | 3.85 | 1,915 | 19.17 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 229 | 73.48 | 0 | |||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 2,396 | 436 | ||||||
| 2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 1,837 | 290 | ||||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 5,219 | 951 | ||||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 255 | 23.19 | 46 | 43.75 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 5,607 | 13.57 | 1,021 | 30.40 | ||||
| 2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 12,755 | 2.85 | 2,323 | 18.04 | ||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 132,648 | 89.06 | 22,731 | 148.85 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 6,227,944 | 0.00 | 1,128,388 | 13.95 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 27,947 | 106.54 | 5,090 | 137.03 | ||||
| 2025-08-13 | 13F | 系柱集团有限责任公司 | 78,881 | 5.37 | 14 | 27.27 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 5,847 | 11.08 | 1,065 | 27.43 | ||||
| 2025-08-01 | 13F | 利普和道尔顿 | 395 | 0 | ||||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 6,122 | 0.39 | 1,115 | 15.31 | ||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 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 | 1,713,450 | 102.06 | 309,432 | 134.99 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 20,112 | 3,663 | ||||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 64 | 12 | ||||||
| 2025-08-12 | 13F | 规划替代方案有限公司/adv | 10,436 | 2.59 | 1,901 | 17.72 | ||||
| 2025-07-29 | NP | Voya 全球股票股息及溢价机会基金 | 13,352 | 86.66 | 2,411 | 117.21 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 79,618 | 12.74 | 14,501 | 29.36 | ||||
| 2025-08-05 | 13F | X-Square 资本有限责任公司 | 18,461 | 36.12 | 3 | 50.00 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 4,220 | 769 | ||||||
| 2025-08-13 | 13F | 北方信托公司 | 14,300,498 | 5.39 | 2,604,550 | 20.92 | ||||
| 2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 5,577 | 6.11 | 1,016 | 21.70 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 9,443 | 25.09 | 1,720 | 43.49 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 463 | 0.43 | 84 | 15.07 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 30,527 | 23.27 | 5,560 | 41.45 | ||||
| 2025-07-23 | 13F | 德塔鲁斯顾问有限责任公司 | 3,532 | 9.25 | 643 | 25.34 | ||||
| 2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 7,034 | 4.52 | 1,281 | 19.94 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 23,432 | 1.91 | 4,268 | 16.94 | ||||
| 2025-07-15 | 13F | 麦克亚当有限责任公司 | 5,624 | 18.57 | 1,024 | 36.17 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 2,865 | 11.57 | 522 | 28.01 | ||||
| 2025-08-14 | 13F | 多尼资产管理公司/ca | 20,051 | 8.82 | 4 | 50.00 | ||||
| 2025-07-17 | 13F | 嘉信信托公司 | 2,565 | 0.90 | 467 | 15.88 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 103,640,455 | 2.03 | 18,876,036 | 17.07 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 1,270 | 551.28 | 149 | 14.62 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 24,714 | 6.00 | 4 | 33.33 | ||||
| 2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 29,916 | 94.00 | 5,449 | 122.64 | ||||
| 2025-07-18 | 13F | 九十一北美公司 | 693,502 | 13.46 | 126,308 | 30.19 | ||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 636 | 16.48 | 115 | 35.71 | ||||
| 2025-07-22 | 13F | 艾伦贝克投资集团 | 22,960 | 0.45 | 4,182 | 15.24 | ||||
| 2025-08-11 | 13F | 顶峰财富合作伙伴有限责任公司 | 5,714 | 0.16 | 1,041 | 14.92 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 863,615 | 10.39 | 155,960 | 28.38 | ||||
| 2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 1,373 | 2.85 | 250 | 18.48 | ||||
| 2025-07-18 | 13F | 埃瓦有限责任公司 | 3,656 | 12.49 | 666 | 29.13 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 4,928,621 | 5.43 | 897,650 | 20.97 | ||||
| 2025-07-21 | 13F | Onyx 财务顾问有限责任公司 | 1,591 | 0.57 | 290 | 15.14 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 905,392 | 61.83 | 164,899 | 85.68 | ||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 1,416 | 0.43 | 260 | 14.60 | ||||
| 2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,300 | 6,976 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 203,550 | 27.96 | 37,081 | 46.85 | ||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 37,239 | 28.84 | 6,279 | 27.60 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 114 | 15.15 | 21 | 33.33 | ||||
| 2025-08-05 | 13F | 阿特拉斯财富合作伙伴有限责任公司 | 2,156 | 0.09 | 0 | |||||
| 2025-08-13 | 13F | Nearwater资本市场有限公司 | 60,000 | 10,928 | ||||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 5,040 | 54.36 | 918 | 77.03 | ||||
| 2025-07-16 | 13F | 动机财富顾问 | 1,404 | 256 | ||||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 20,261 | 197.21 | 4 | 200.00 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 35,295 | 54.53 | 6,428 | 77.32 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 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 | 58,129 | 21.65 | 9,961 | 60.10 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 46,002 | 16.90 | 8,378 | 34.13 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 45,798 | 20.74 | 8,343 | 38.59 | ||||
| 2025-07-08 | 13F | 先行资本管理公司 | 1,431 | 1.27 | 261 | 16.07 | ||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 16,763 | 3,053 | ||||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 362,727 | 6.68 | 66,063 | 22.41 | ||||
| 2025-07-10 | 13F | 人民银行/堪萨斯州 | 2,993 | 4.36 | 545 | 19.78 | ||||
| 2025-08-06 | 13F | 马可投资管理有限公司 | 3,225 | 3.76 | 587 | 19.07 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 348 | 63 | ||||||
| 2025-08-14 | 13F | 货币概念资本公司 | 1,709 | 0.18 | 311 | 15.19 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 18,343 | 24.38 | 3,341 | 42.74 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 19,456 | 2.76 | 3,544 | 17.90 | ||||
| 2025-08-14 | 13F | 埃勒维图斯财富管理 | 2,765 | 0.44 | 504 | 15.37 | ||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 91,386 | 16,644 | ||||||
| 2025-07-30 | 13F | 史密斯桑顿顾问有限公司 | 1,144 | 208 | ||||||
| 2025-08-12 | 13F | 企业金融服务公司 | 5,262 | 3.42 | 958 | 18.71 | ||||
| 2025-07-21 | 13F | 金融委员会资产管理公司 | 1,137 | 207 | ||||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 328,179 | 7.74 | 59,783 | 23.62 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 17,662 | 47.63 | 3,217 | 69.44 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 2,415 | 9.03 | 440 | 25.07 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 57,482 | 0.82 | 10,470 | 15.68 | ||||
| 2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 843 | 307.25 | 152 | 375.00 | ||||
| 2025-08-11 | 13F | 绿地资本管理有限公司 | Call | 2,100 | 382 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 179,146 | 150.25 | 32,628 | 187.16 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 1,257 | 229 | ||||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 29,060 | 59.02 | 5,332 | 83.83 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 603 | 34.30 | 110 | 53.52 | ||||
| 2025-08-28 | NP | SSEYX - 道富股票 500 指数 II 投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 554,212 | 19.62 | 100,939 | 37.25 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 158,180 | 1.53 | 28,809 | 16.50 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 52,520 | 0.17 | 9,485 | 16.50 | ||||
| 2025-06-26 | NP | FFLC - 富达新千年 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 | 17,740 | 3,040 | ||||||
| 2025-08-07 | 13F | 财务演讲公司 | 85 | 15 | ||||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 503,408 | 0.35 | 91,686 | 15.14 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 42,477 | 11.62 | 7,736 | 28.08 | ||||
| 2025-08-06 | 13F | 本斯勒有限责任公司 | 1,564 | 285 | ||||||
| 2025-08-05 | 13F | 达林 |奥斯马诺有限责任公司 | 1,281 | 0.08 | 233 | 14.78 | ||||
| 2025-06-30 | NP | LGDX - Intech 标准普尔大盘多元化阿尔法 ETF | 176 | 30 | ||||||
| 2025-07-23 | 13F | 第一金融集团 | 1,183 | 215 | ||||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,616,391 | 0.73 | 3,542,524 | 17.15 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 9,900 | 1,803 | |||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 1,475 | 8.62 | 269 | 24.65 | ||||
| 2025-06-26 | NP | FLRG - 富达美国多因素 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 | 17,603 | 7.29 | 3,016 | 41.20 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 2,559 | 466 | ||||||
| 2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 2,291 | 21.99 | 417 | 39.93 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 2,794 | 4.25 | 509 | 19.53 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 200 | 36 | |||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 742,094 | 19.48 | 135,158 | 37.10 | ||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 8,963 | 2.24 | 1,632 | 17.33 | ||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 3,479 | 1.05 | 634 | 15.93 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 1,097,351 | 1.21 | 199,861 | 16.13 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 12,737 | 12.67 | 2,320 | 29.26 | ||||
| 2025-07-07 | 13F | TruWealth 顾问有限责任公司 | 2,112 | 11.10 | 385 | 27.57 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 573,442 | 18.46 | 102,189 | 32.93 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 75 | 31.58 | 14 | 62.50 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,031 | 28.71 | 177 | 66.04 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 641,656 | 0.14 | 116,865 | 14.91 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 5,605 | 42.15 | 1,021 | 63.20 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 451,779 | 21.12 | 82,264 | 38.95 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 2,717 | 0 | ||||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 2,428 | 1.38 | 372 | 29.17 | ||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 26,482 | 0.12 | 4,823 | 14.89 | ||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 4,239 | 0.28 | 772 | 15.05 | ||||
| 2025-07-15 | 13F | Optima Capital LLC | 1,932 | 0.31 | 354 | 14.61 | ||||
| 2025-08-28 | NP | DGT - SPDR(R) 全球道指 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 | 18,562 | 20.85 | 3,381 | 38.64 | ||||
| 2025-07-16 | 13F | Encompass 财富顾问有限公司 | 1,171 | 213 | ||||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 159,410 | 29,033 | ||||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 32,570,347 | 13.61 | 5,932,037 | 30.36 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 14,418 | 2,626 | ||||||
| 2025-08-07 | 13F | 虎钳技术公司 | 50,991 | 131.00 | 9,287 | 249.62 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,048 | 191 | ||||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 72,909 | 10.32 | 13,279 | 26.58 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 27,278 | 527.22 | 4,943 | 648.79 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 16,158 | 11.68 | 2,943 | 28.14 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,444,941 | 0.70 | 590,325 | 32.53 | ||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 2,594 | 0.89 | 472 | 15.69 | ||||
| 2025-08-14 | 13F | 沙山全球顾问有限公司 | 1,957 | 9.94 | 356 | 26.24 | ||||
| 2025-08-12 | 13F | 新共和资本有限责任公司 | 2,411 | 9.00 | 442 | 24.86 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 36,660 | 3.91 | 6,677 | 19.21 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 25,573 | 16.13 | 4,658 | 33.25 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 12,040 | 9.11 | 2,193 | 25.19 | ||||
| 2025-07-17 | 13F | 巴伦·西尔弗·史蒂文斯财务顾问有限公司 | 2,829 | 34.65 | 515 | 54.65 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 8,452 | 4.22 | 1,539 | 19.58 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 6,964 | 5,703.33 | 940 | 17.35 | ||||
| 2025-08-14 | 13F | 骑士桥资产管理有限公司 | 1,514 | 276 | ||||||
| 2025-08-07 | 13F | 费根联合公司 | 2,020 | 7.91 | 368 | 23.57 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 18,921 | 1,067.24 | 3,446 | 1,240.86 | ||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 25,780 | 37.38 | 4,697 | 57.58 | ||||
| 2025-08-12 | 13F | 联合银行 | 549,762 | 1.06 | 100,128 | 15.96 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 613,419 | 2,226.20 | 111,722 | 2,569.58 | ||||
| 2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 545,965 | 13.53 | 99,437 | 30.27 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 2,034 | 17.30 | 323 | 54.81 | ||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 76 | 13 | ||||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 28,073 | 1.11 | 5,113 | 16.00 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 21,706 | 21.74 | 3,953 | 39.68 | ||||
| 2025-08-25 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 214,331 | 39,036 | ||||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 12,424 | 26.47 | 2,263 | 45.09 | ||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 205,194 | 1,518.50 | 35,162 | 3,011.68 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 186,371 | 10.40 | 31,937 | 45.30 | ||||
| 2025-07-24 | 13F | 喀斯喀特投资集团有限公司 | 1,230 | 224 | ||||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 145 | 18.85 | 26 | 36.84 | ||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 24,274 | 17.57 | 4,421 | 34.88 | ||||
| 2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 96,913 | 0.52 | 17,249 | 16.26 | ||||
| 2025-06-24 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 56,391 | 17.34 | 9,663 | 54.44 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 7,981 | 40.04 | 1,441 | 52.16 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 6,047 | 56.86 | 1,092 | 82.61 | ||||
| 2025-07-14 | 13F | 银色资本管理有限公司 | 1,240 | 226 | ||||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 97,700 | 216.18 | 17,794 | 262.85 | |||
| 2025-08-22 | NP | CLCEX - 多经理大盘成长策略基金机构类 | 127,710 | 23,260 | ||||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 30,940 | 5.75 | 5,635 | 21.37 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 89,599 | 3.97 | 16,319 | 19.29 | ||||
| 2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 1,476 | 0.61 | 271 | 12.50 | ||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 208,177 | 1.82 | 37,915 | 16.83 | ||||
| 2025-08-13 | 13F | 波特兰全球顾问有限责任公司 | 2,305 | 1.77 | 420 | 16.71 | ||||
| 2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 1,843 | 18.22 | 338 | 36.84 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 4,982 | 12.06 | 907 | 28.65 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 9,091 | 41.83 | 2 | 0.00 | ||||
| 2025-07-31 | 13F | 彼得森财富服务 | 33,233 | 3.54 | 6,053 | 18.81 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 4,350 | 792 | ||||||
| 2025-08-13 | 13F | 计划集团金融有限责任公司 | 20,261 | 10.00 | 3,690 | 26.24 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 267,901 | 1.06 | 45,908 | 33.01 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 3,793 | 6.66 | 691 | 22.34 | ||||
| 2025-07-18 | 13F | 明智财富管理公司 | 1,560 | 284 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 350,735 | 59.15 | 63,879 | 82.61 | ||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 3,528 | 87.36 | 626 | 110.07 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 129,110 | 26.13 | 23,515 | 44.73 | ||||
| 2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 1,014 | 6.51 | 185 | 21.85 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 43,147,647 | 7.37 | 7,393,781 | 41.31 | ||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 200 | 36 | ||||||
| 2025-07-29 | 13F | 增值财富合作伙伴有限责任公司 | 14,679 | 0.83 | 2,673 | 5.49 | ||||
| 2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 28,613 | 6.21 | 5,211 | 21.87 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 135,303 | 2.45 | 24,643 | 17.55 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 4,729 | 861 | ||||||
| 2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 2,493 | 5.55 | 454 | 21.12 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 1,972 | 1.13 | 359 | 16.18 | ||||
| 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 | 891,544 | 0.53 | 161,004 | 16.92 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 237 | 41 | ||||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 30,761 | 13.99 | 5,603 | 72.53 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 23,648 | 2.13 | 3,879 | -2.22 | ||||
| 2025-07-23 | 13F | 阿姆布鲁斯特资本管理公司 | 6,027 | 0.77 | 1,098 | 15.60 | ||||
| 2025-08-12 | 13F | 德尔赛特资本管理有限公司 | 17,844 | 21.95 | 3,250 | 39.92 | ||||
| 2025-07-28 | 13F | Copia财富管理 | 884 | 0.68 | 161 | 15.83 | ||||
| 2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,877,526 | 0.25 | 3,438,164 | 15.03 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 21,784 | 2.09 | 3,968 | 17.12 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 21,706 | 0.41 | 3,953 | 15.21 | ||||
| 2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 197 | 185.51 | 36 | 250.00 | ||||
| 2025-08-11 | 13F | Vista Cima 财富管理有限责任公司 | 1,132 | 206 | ||||||
| 2025-07-23 | NP | NLCAX - Voya大盘成长基金A类 | 48,550 | 37.06 | 8,768 | 59.40 | ||||
| 2025-08-04 | 13F | 4J 财富管理有限责任公司 | 1,183 | 216 | ||||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,456 | 74.43 | 3,544 | 100.17 | ||||
| 2025-08-04 | 13F | 联合银行 | 337,768 | 3.44 | 62 | 19.61 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 22,783 | 1.80 | 4,149 | 16.81 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 459,224 | 3,013.81 | 83,639 | 3,472.75 | ||||
| 2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 20,033 | 51.51 | 3,649 | 73.88 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 富达机构资产管理全球基金 II 类 | 347 | 63 | ||||||
| 2025-07-21 | 13F | 部门财富管理有限责任公司 | 2,907 | 4.27 | 529 | 19.68 | ||||
| 2025-07-31 | 13F | 施耐德唐斯财富管理顾问有限合伙人 | 1,531 | 279 | ||||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 4,787 | 7.12 | 872 | 22.85 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 42,393 | 58.62 | 7,721 | 81.99 | ||||
| 2025-07-17 | 13F | 李约翰逊资本管理有限公司 | 3,000 | 0.81 | 546 | 15.68 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 4,288 | 7.52 | 781 | 23.22 | ||||
| 2025-08-14 | NP | FLRUX - 保守配置基金零售类 | 1,674 | 13.80 | 305 | 30.47 | ||||
| 2025-07-11 | 13F | 凯丹财富管理公司 | 1,243 | 226 | ||||||
| 2025-08-14 | NP | FLDGX - 动态配置基金零售类 | 12,107 | 21.26 | 2,205 | 39.20 | ||||
| 2025-08-14 | 13F | 系统阿尔法投资有限责任公司 | 1,126 | 205 | ||||||
| 2025-06-30 | NP | GCOW - Pacer 全球现金牛股息 ETF | 319,746 | 6.66 | 54,792 | 40.38 | ||||
| 2025-07-28 | NP | NBSSX - Neuberger Berman 焦点基金投资者类别 | 155,498 | 78.57 | 28,081 | 107.68 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 613 | 2.85 | 112 | 18.09 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 2,140 | 23.20 | 367 | 61.95 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 2,433 | 30.53 | 443 | 50.17 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 2,961 | 0.58 | 539 | 15.42 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 27,429 | 1.18 | 4,996 | 16.08 | ||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 2,042 | 10.68 | 372 | 34.42 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 537 | 10.04 | 98 | 25.97 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 9,393 | 29.77 | 1,711 | 48.95 | ||||
| 2025-08-21 | NP | MXLGX - Great-West 大盘成长基金投资者类别 | 92,002 | 64.53 | 16,756 | 88.80 | ||||
| 2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 3,317 | 122.47 | 599 | 159.31 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 8,050 | 3.03 | 1,466 | 18.23 | ||||
| 2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 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 | 28,000 | 207.69 | 5,057 | 546.55 | ||||
| 2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 65,144 | 82.89 | 11,865 | 109.87 | ||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 23,443 | 42.57 | 4,234 | 65.80 | ||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 6,118 | 2.86 | 1,114 | 18.01 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 32,668 | 4.95 | 5,950 | 20.43 | ||||
| 2025-07-07 | 13F | 西联银行 | 28,978 | 5.54 | 5,278 | 21.09 | ||||
| 2025-08-04 | 13F | 财富管理协会有限公司 | 1,531 | 0.07 | 279 | 14.88 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/WCM 聚焦国际股票基金 (I) | 469,844 | 85,573 | ||||||
| 2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 357 | 2,280.00 | 65 | 3,150.00 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 211,081 | 24.81 | 38,444 | 43.21 | ||||
| 2025-07-29 | 13F | 财务协同财富顾问公司 | 1,122 | 204 | ||||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 5,195 | 16.98 | 946 | 34.38 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 2,919 | 148.00 | 527 | 189.56 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 832,522 | 1.22 | 151,627 | 16.14 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 74,127 | 18.13 | 13,501 | 78.76 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 休闲基金可变年金 | 1,412 | 2.84 | 257 | 18.43 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 773 | 82.74 | 132 | 140.00 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 4,774 | 11.88 | 870 | 28.36 | ||||
| 2025-08-04 | 13F | Savoir Faire 资本管理有限合伙人 | 44,055 | 446.52 | 8,024 | 527.29 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 267,920 | 0.79 | 48,796 | 15.64 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 1,271 | 14.20 | 209 | 18.18 | ||||
| 2025-08-08 | 13F | 贝克博德有限责任公司 | 10,077 | 1,835 | ||||||
| 2025-07-17 | 13F | 蓝球顾问有限责任公司 | 17,270 | 11.35 | 3,145 | 27.79 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 12,985 | 0.82 | 2,365 | 15.70 | ||||
| 2025-06-27 | NP | YOKE——Yoke核心ETF | 1,325 | 227 | ||||||
| 2025-06-30 | NP | XYLD - Global X S&P 500 备兑看涨期权 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 106,900 | 8.52 | 18,318 | 42.83 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 38,374 | 43.92 | 6,989 | 65.15 | ||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 6,967 | 14.19 | 1,258 | 32.84 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 1,870 | 4.18 | 341 | 19.72 | ||||
| 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 | 1,561,330 | 2.91 | 281,961 | 19.69 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 217,035 | 5.79 | 39,529 | 21.38 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 327 | 0.93 | 60 | 15.69 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 8,415 | 0.79 | 1,096 | -1.08 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 11,503 | 7.38 | 2,095 | 23.24 | ||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 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 | 55,270 | 31.56 | 9,981 | 53.01 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 2,279 | 0.04 | 415 | 14.96 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 236,646 | 4.54 | 43,100 | 19.95 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 115,139 | 166.70 | 20,970 | 411.34 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 4,949 | 238.05 | 901 | 288.36 | ||||
| 2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 650 | 118 | ||||||
| 2025-08-14 | 13F | 尼亚影响顾问有限公司 | 1,577 | 4.16 | 287 | 19.58 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 7,912 | 4.16 | 1,441 | 19.59 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 23,695 | 30.42 | 4,316 | 49.67 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 1,501,347 | 1.34 | 273,440 | 16.27 | ||||
| 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 | 507,091 | 0.20 | 86,895 | 31.87 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 68,624 | 33.66 | 12,498 | 53.37 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 1,221 | 222 | ||||||
| 2025-08-29 | NP | JSGAX - 约翰汉考克美国质量增长基金 A 类 | 82,734 | 15,068 | ||||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 8,630 | 9.74 | 1,572 | 25.88 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 56,073 | 12.08 | 10,213 | 28.60 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 413,054 | 6.00 | 75,198 | 21.58 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 5,624 | 5.00 | 1,024 | 20.47 | ||||
| 2025-08-13 | 13F | SCS资本管理有限责任公司 | 5,928 | 14.57 | 1,082 | 31.51 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 3,403 | 120.40 | 615 | 156.90 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 39,944 | 7,275 | ||||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 5,350 | 4.96 | 982 | 20.37 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 17,093 | 23.67 | 3,113 | 41.95 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 3,748 | 21.69 | 665 | 36.83 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 7,294 | 47.68 | 1,328 | 69.60 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 408,477 | 10.98 | 69,997 | 46.07 | ||||
| 2025-07-17 | 13F | 遗产财富管理公司 | 1,141 | 208 | ||||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 664 | 27.69 | 121 | 93.55 | ||||
| 2025-06-27 | NP | ZABDFX - 美国灯塔多元化基金 AAL 级 | 22,908 | 20.07 | 3,926 | 58.01 | ||||
| 2025-07-07 | 13F | Vishria Bird 金融集团有限责任公司 | 1,132 | 206 | ||||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 65,900 | 4.60 | 12,002 | 20.03 | ||||
| 2025-07-31 | 13F | 帕西蒂集团公司 | 8,043 | 0.05 | 1,472 | 14.74 | ||||
| 2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 8,326 | 1,504 | ||||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 78,085 | 665.24 | 14,222 | 778.38 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 63,450 | 16.69 | 11,556 | 33.89 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 12,262 | 0.20 | 2,233 | 14.98 | ||||
| 2025-08-04 | 13F | 穆迪奥尔德里奇合伙公司 | 5,721 | 0.21 | 1,042 | 14.90 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 10,368 | 18,750.91 | 1,777 | 35,420.00 | ||||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 54,260 | 9,882 | ||||||
| 2025-08-19 | 13F | Marex 集团 | 14,500 | 2,641 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 46,400 | 10.48 | 8,451 | 26.76 | |||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 62,500 | 11,383 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 228,000 | 64.98 | 41,275 | 92.48 | |||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 1,195 | 218 | ||||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 412,100 | 44.04 | 74,602 | 68.06 | |||
| 2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 73,052 | 251.75 | 9,511 | 359.47 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 8,500 | 269.57 | 1,548 | 324.11 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 112 | 9.80 | 20 | 25.00 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 9,556 | 1,638 | ||||||
| 2025-08-14 | 13F | 夏威夷银行 | 13,326 | 42.92 | 2,427 | 64.10 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 13,307 | 7.38 | 2,191 | 0.87 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 6,445 | 7.22 | 1,166 | 22.22 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 12 | 2 | ||||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 17,348 | 373.47 | 3,160 | 443.72 | ||||
| 2025-07-24 | NP | FDFIX - Fidelity Flex 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 190,315 | 7.44 | 34,369 | 24.95 | ||||
| 2025-08-26 | NP | WCMIX - WCM 聚焦国际成长基金机构类别 | 4,630,821 | 843,411 | ||||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 66,590 | 34.23 | 12,128 | 54.03 | ||||
| 2025-07-24 | 13F | 奥罗拉私人财富公司 | 1,620 | 0.06 | 0 | |||||
| 2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 3,227 | 0.16 | 588 | 14.87 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 34,809 | 32.11 | 6,340 | 51.58 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 14,608 | 13.07 | 2,661 | 29.76 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 2,705 | 7.09 | 493 | 22.69 | ||||
| 2025-08-28 | NP | XLSR - SPDR(R) SSGA 美国行业轮动 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,436 | 2,447 | ||||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 53,164 | 19.09 | 9,683 | 36.65 | ||||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 280,735 | 8.45 | 51,130 | 24.44 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 96,250 | 1,238.11 | 17,530 | 1,436.37 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 8,823 | 18.52 | 1,607 | 36.07 | ||||
| 2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 21,656 | 0.27 | 3,944 | 17.73 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 5,839 | 8.09 | 1,063 | 24.04 | ||||
| 2025-07-23 | 13F | 瓦尔马克顾问公司 | 5,434 | 16.73 | 990 | 34.01 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 14,944 | 17.75 | 2,722 | 35.10 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 265,947 | 48,437 | ||||||
| 2025-07-24 | NP | FDGRX - 富达成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,321,080 | 5.73 | 599,754 | 22.97 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 75,965 | 29.51 | 13,836 | 48.60 | ||||
| 2025-07-30 | 13F | TFB 顾问有限责任公司 | 2,751 | 2.27 | 501 | 17.61 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 17,000 | 3,096 | ||||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,065 | 3,290 | ||||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,858,767 | 41.22 | 516,265 | 64.24 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 2,865 | 6.47 | 517 | 23.98 | ||||
| 2025-08-14 | 13F | 谢伊资本有限责任公司 | 5,250 | 5.00 | 956 | 20.55 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 54,829 | 9,986 | ||||||
| 2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 623 | 406.50 | 113 | 494.74 | ||||
| 2025-08-20 | NP | RGLO——全球股票主动型ETF | 3,003 | 547 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 5,134 | 7.34 | 935 | 23.19 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 396,800 | 56.28 | 72,269 | 79.32 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 482,500 | 34.66 | 87,878 | 54.52 | |||
| 2025-08-04 | 13F | 哈金森资本管理公司/ca | 1,397 | 10.79 | 254 | 27.00 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 26,707 | 4.20 | 4,864 | 19.57 | ||||
| 2025-07-22 | 13F | 萨顿广场投资者有限公司 | 1,835 | 22.82 | 334 | 40.93 | ||||
| 2025-06-26 | NP | FCMVX - 富达中型价值 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 | 1,064 | 40.00 | 182 | 85.71 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 5,939 | 13.77 | 1,082 | 30.56 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 65,040 | 0.62 | 11,145 | 32.44 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 85,106 | 12.48 | 15,500 | 29.06 | ||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 8,371 | 1,525 | ||||||
| 2025-06-26 | NP | FQAL - 富达质量因子 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 | 55,440 | 5.82 | 9,500 | 39.28 | ||||
| 2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 1,526 | 6.94 | 278 | 22.57 | ||||
| 2025-08-14 | 13F | 格柏川崎财富与投资管理 | 1,811 | 3.66 | 330 | 18.77 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 6,024,901 | 5.33 | 1,097,315 | 20.86 | ||||
| 2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 8,703 | 21.28 | 1,585 | 39.16 | ||||
| 2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 632 | 285.37 | 108 | 414.29 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 2,598 | 0.89 | 473 | 15.93 | ||||
| 2025-06-27 | NP | Calamos 全球总回报基金 | 5,715 | 979 | ||||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 44,038 | 7.05 | 8,021 | 22.84 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 49,920 | 10.17 | 9,093 | 26.41 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 2,610 | 26.09 | 478 | 44.41 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 24,455 | 0.98 | 4,485 | 15.72 | ||||
| 2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 4,782 | 0.97 | 871 | 15.85 | ||||
| 2025-07-31 | 13F | 霍巴特私人资本有限责任公司 | 1,715 | 312 | ||||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 164 | 30 | ||||||
| 2025-08-11 | 13F | 展望财富顾问有限责任公司 | 1,246 | 227 | ||||||
| 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 | 2,233,801 | 8.65 | 403,402 | 26.36 | ||||
| 2025-08-20 | NP | RINT - 国际发达股票主动型ETF | 441 | 80 | ||||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Call | 12,500 | 525.00 | 2,277 | 617.98 | |||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 41,611 | 0.96 | 7,579 | 15.84 | ||||
| 2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 1,156 | 212 | ||||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 15,629 | 23.78 | 2,847 | 42.02 | ||||
| 2025-06-26 | NP | CBLS - Clough 对冲股票 ETF | 6,526 | 1,118 | ||||||
| 2025-08-29 | NP | JAFGX - 资本增值信托资产净值 | 41,152 | 7,495 | ||||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 13,109 | 0.44 | 2,388 | 15.26 | ||||
| 2025-08-08 | 13F | 基贝克阿尔法，LP | 1,539 | 280 | ||||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,150,517 | 12.06 | 391,674 | 28.58 | ||||
| 2025-07-16 | 13F | EdgeRock 资本有限责任公司 | 1,404 | 256 | ||||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 2,209 | 3.03 | 402 | 18.24 | ||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 3,399 | 6.29 | 619 | 22.09 | ||||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 研究投资组合服务类 | 13,397 | 8.83 | 2,440 | 24.88 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 89,279 | 3.31 | 16 | 23.08 | ||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,418 | 250.07 | 2,444 | 301.81 | ||||
| 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 | 678,787 | 8.21 | 116,317 | 42.41 | ||||
| 2025-07-15 | 13F | Kwmg 有限公司 | 2,876 | 1.84 | 524 | 16.74 | ||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 7,068 | 5.01 | 1,287 | 20.51 | ||||
| 2025-08-08 | 13F | Mjp 联营公司 /adv | 5,131 | 8.82 | 935 | 24.87 | ||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 7,314 | 11.54 | 1,332 | 28.08 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 3,948 | 1,207.28 | 677 | 1,633.33 | ||||
| 2025-07-16 | 13F | Ascent 资本管理有限公司 | 2,939 | 4.15 | 535 | 19.69 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | Call | 250,300 | 100.24 | 45,587 | 129.76 | |||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 607,200 | 2.54 | 110,589 | 17.65 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 292 | 24.79 | 53 | 43.24 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 12,153 | 1.65 | 1,929 | 34.14 | ||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 5,377 | 8.41 | 979 | 24.40 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,836 | 1.73 | 1,791 | 16.75 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 160 | 566.67 | 29 | 866.67 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 10,451 | 3.88 | 1,903 | 19.24 | ||||
| 2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 2,569 | 6.82 | 468 | 22.57 | ||||
| 2025-08-05 | 13F | TSFG有限公司 | 2,941 | 1.87 | 1 | |||||
| 2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares 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 | 558,103 | 21.58 | 101,647 | 39.50 | ||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 9,383 | 1,709 | ||||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 1,631 | 290 | ||||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 194,280 | 33,292 | ||||||
| 2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 1,833,020 | 3.45 | 333,848 | 18.70 | ||||
| 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 | 49,920 | 2.96 | 8,554 | 35.52 | ||||
| 2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 389,300 | 70,903 | ||||||
| 2025-07-23 | 13F | 绅士私人财富有限责任公司 | 2,838 | 0.39 | 517 | 15.18 | ||||
| 2025-08-14 | 13F | 安盛公司 | 66,392 | 4,401.15 | 12,092 | 5,067.09 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 134,549 | 4.44 | 23,056 | 37.45 | ||||
| 2025-07-23 | 13F | Pure Portfolios Holdings Llc | 1,133 | 206 | ||||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 28,893 | 2.77 | 5,262 | 17.93 | ||||
| 2025-07-28 | 13F | J.Safra资产管理公司 | 4,707 | 8.23 | 852 | 23.48 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 37,491 | 30.49 | 6,673 | 50.92 | ||||
| 2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 4,392 | 800 | ||||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 37,181,107 | 1.84 | 6,760,346 | 16.72 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘成长投资组合 1 级 | 3,208 | 9.56 | 584 | 25.86 | ||||
| 2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,240 | 226 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 150,271 | 145.26 | 27,369 | 181.42 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 17,208 | 6.73 | 3,108 | 24.13 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 36,679 | 14.41 | 6,683 | 31.33 | ||||
| 2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 3,986 | 61.31 | 726 | 85.20 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 4,471 | 1.43 | 803 | 17.42 | ||||
| 2025-06-17 | 13F | Ridgepath资本管理有限公司 | 39,102 | 1.16 | 6,207 | 33.43 | ||||
| 2025-07-29 | NP | VOOG - Vanguard S&P 500 Growth Index Fund ETF 股票 | 528,077 | 2.64 | 95,365 | 19.37 | ||||
| 2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 466,071 | 0.43 | 79,866 | 32.17 | ||||
| 2025-04-24 | NP | BlackRock Funds II - 贝莱德全球股息投资组合机构股票 | 177,455 | 7.51 | 27,555 | 25.46 | ||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 11,359 | 1,946 | ||||||
| 2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 10,446 | 1,903 | ||||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 3,645 | 5.53 | 664 | 20.99 | ||||
| 2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 81,762 | 102.37 | 14,011 | 166.35 | ||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 2,096 | 382 | ||||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 121,416 | 0.06 | 22,114 | 14.81 | ||||
| 2025-08-13 | 13F | 麦高恩集团资产管理公司 | 6,392 | 0.03 | 1,164 | 14.79 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 599 | 105.14 | 109 | 136.96 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 10,467 | 5.93 | 1,906 | 21.56 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 1,512 | 9.64 | 275 | 26.15 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 1,486 | 183.59 | 271 | 225.30 | ||||
| 2025-08-22 | NP | PHEQ - 参数对冲股票 ETF | 1,630 | 297 | ||||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 23,759 | 8.24 | 4,291 | 25.88 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 6,109 | 0.64 | 1,113 | 15.47 | ||||
| 2025-06-26 | NP | FFLV - 富达基本面大盘价值 ETF | 1,300 | 40.39 | 223 | 85.00 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 12,279 | 157.91 | 2,236 | 196.16 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 50,066,435 | 1.94 | 9,118,600 | 16.97 | ||||
| 2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 530 | 0.76 | 0 | |||||
| 2025-07-16 | 13F | 荷兰咨询服务公司 | 7,612 | 0.09 | 1,386 | 14.83 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 11,394 | 6.77 | 2,075 | 22.56 | ||||
| 2025-08-14 | 13F | 南岸银行 | 56,967 | 1.87 | 10,375 | 16.89 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 3,398 | 0.50 | 619 | 15.30 | ||||
| 2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 1,190,826 | 0.40 | 216,885 | 15.20 | ||||
| 2025-08-05 | 13F | BCGM 财富管理有限责任公司 | 26,433 | 1.94 | 4,814 | 16.99 | ||||
| 2025-07-23 | 13F | 阳光资本管理有限公司 | 1,834 | 2.98 | 336 | 17.89 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 2,517,673 | 6.72 | 458 | 25.21 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 175,105 | 3.98 | 31,892 | 19.30 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 4,261 | 43.47 | 776 | 64.76 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 309 | 7.29 | 52 | 13.33 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 304 | 96.13 | 55 | 129.17 | ||||
| 2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 2,071 | 355 | ||||||
| 2025-07-28 | 13F | 双树管理有限公司 | 168,864 | 793.18 | 30,755 | 925.17 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 10,437 | 2.85 | 1,901 | 18.01 | ||||
| 2025-08-12 | 13F | 北极星金融公司 | 1,534 | 2.06 | 279 | 17.23 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 4,464 | 61.33 | 813 | 85.19 | ||||
| 2025-08-11 | 13F | 铜叶资本有限责任公司 | 6,406 | 11.70 | 1,167 | 28.13 | ||||
| 2025-08-08 | 13F | WP 顾问有限责任公司 | 6,432 | 2.73 | 1,172 | 17.93 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 220,216 | 14.48 | 40,108 | 31.36 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 7,379 | 5.61 | 1,344 | 21.10 | ||||
| 2025-08-12 | 13F | 向上战略财富投资顾问有限公司 | 1,433 | 0.84 | 261 | 15.56 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 16,584 | 2.96 | 3,020 | 18.15 | ||||
| 2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 2,245 | 6.35 | 409 | 21.79 | ||||
| 2025-07-14 | 13F | Proathlete 财富管理有限公司 | 1,674 | 0.42 | 305 | 15.15 | ||||
| 2025-05-22 | NP | GONIX - Gotham 中性基金机构类 | 869 | 17.43 | 138 | 53.93 | ||||
| 2025-07-22 | 13F | 团队金融集团有限责任公司 | 72 | 13 | ||||||
| 2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 429,633 | 29.77 | 77,587 | 50.92 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 5,050 | 16.49 | 927 | 33.62 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 3,610 | 3.94 | 657 | 19.24 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 281,423 | 36.44 | 51,256 | 56.56 | ||||
| 2025-08-14 | 13F | 狂热财富合作伙伴有限责任公司 | 1,092 | 200 | ||||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 4,304 | 18.34 | 780 | 35.01 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 26,995 | 6.37 | 4,917 | 22.05 | ||||
| 2025-08-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 2,060 | 3.10 | 375 | 18.30 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 291,288 | 53,052 | ||||||
| 2025-08-14 | 13F | 富国银行/百万 | 3,477,278 | 0.39 | 633,317 | 15.19 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 1,150 | 209 | ||||||
| 2025-07-24 | 13F | JB资本有限责任公司 | 5,719 | 4.74 | 1,042 | 20.21 | ||||
| 2025-06-27 | NP | DIVD - Altrius 全球股息 ETF | 1,003 | 43.49 | 172 | 87.91 | ||||
| 2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 3,161 | 92.04 | 576 | 120.31 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 51,253 | 8.80 | 9,335 | 24.84 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 78,737 | 13.77 | 14,340 | 30.54 | ||||
| 2025-08-11 | 13F | 福吉金融服务有限公司 | 1,908 | 0.10 | 345 | 14.24 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 19,279 | 3.58 | 3,511 | 18.86 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 10,762 | 3.82 | 1,960 | 19.15 | ||||
| 2025-07-30 | 13F | 帕拉贡金融合作伙伴公司 | 9,271 | 0.01 | 1,689 | 14.75 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 750,009 | 5.25 | 131,934 | 14.24 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 32,994 | 16.72 | 6,009 | 33.95 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 4,997 | 28.33 | 910 | 47.25 | ||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 3,596 | 655 | ||||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 6,054 | 8.22 | 1,103 | 24.24 | ||||
| 2025-08-14 | 13F | Xponance公司 | 218,859 | 11.95 | 39,861 | 28.46 | ||||
| 2025-07-22 | 13F | 卡罗莱纳财富顾问有限责任公司 | 546 | 1,113.33 | 99 | 1,314.29 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 1,199 | 218 | ||||||
| 2025-08-06 | 13F | 南州公司 | 18,106 | 0.16 | 3,298 | 14.92 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 42,136 | 7,674 | ||||||
| 2025-07-25 | 13F | CWM有限公司 | 99,590 | 33.03 | 18 | 63.64 | ||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 12,522 | 68.42 | 2,281 | 93.22 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 9,151 | 3.28 | 1,667 | 18.39 | ||||
| 2025-08-06 | 13F | 罗宾逊史密斯财富顾问有限公司 | 1,146 | 209 | ||||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 3,313 | 1.16 | 603 | 16.18 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 38,322 | 1.43 | 6,980 | 16.37 | ||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,848 | 3.27 | 6,486 | 35.93 | ||||
| 2025-08-12 | 13F | Councilmark 资产管理有限公司 | 20,831 | 0.00 | 3,794 | 14.73 | ||||
| 2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 7,957 | 2.99 | 1,449 | 18.19 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 79,215 | 74.58 | 14,427 | 100.32 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 600 | 44.23 | 109 | 67.69 | ||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 20,148 | 8.68 | 3,670 | 24.71 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 210,229 | 16.07 | 37,965 | 34.99 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 24 | 4 | ||||||
| 2025-08-12 | 13F | 银色信托公司 | 83,369 | 31.65 | 15,184 | 51.07 | ||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 3,419 | 3.86 | 623 | 19.16 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 13,489 | 10.23 | 2,457 | 26.47 | ||||
| 2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 3,800 | 686 | ||||||
| 2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 404,685 | 25.71 | 73,705 | 44.25 | ||||
| 2025-07-15 | 13F | ACT 顾问有限责任公司。 | 2,368 | 18.34 | 431 | 35.96 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 9,998 | 7.98 | 1,821 | 23.89 | ||||
| 2025-08-27 | NP | TLCI - Touchstone 国际股票 ETF | 7,301 | 89.64 | 1,330 | 117.51 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 31,713 | 0.32 | 5,776 | 15.11 | ||||
| 2025-06-27 | NP | FMTM - MarketDesk 聚焦美国动量 ETF | 2,814 | 482 | ||||||
| 2025-08-12 | 13F | 私人管理集团公司 | 54,159 | 9,864 | ||||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 422,423 | 30.89 | 77 | 49.02 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 66,800 | 6.37 | 12,166 | 22.05 | |||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 1,211 | 72.75 | 221 | 98.20 | ||||
| 2025-07-28 | NP | NBCR - Neuberger Berman 核心股票 ETF | 13,245 | 12.04 | 2,392 | 30.30 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 25,886 | 16.22 | 4,715 | 33.35 | ||||
| 2025-07-16 | 13F | Builder投资集团公司/adv | 1,160 | 211 | ||||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 484,687 | 182.21 | 88,276 | 223.82 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 13,775 | 4.78 | 2,509 | 20.23 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 1,352 | 1.73 | 246 | 17.14 | ||||
| 2025-07-09 | 13F | 韦斯特伯恩投资公司 | 2,560 | 45.45 | 466 | 67.03 | ||||
| 2025-05-09 | 13F | 达美金融集团有限公司 | 4,672 | 0.28 | 1 | |||||
| 2025-08-26 | NP | PINK - 简化医疗保健 ETF | 27,969 | 51.94 | 5,094 | 74.36 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 3,419 | 9.58 | 621 | 25.45 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 1,015,874 | 5.18 | 174,080 | 38.43 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 893 | 0.68 | 153 | 82.14 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 9,241 | 4.41 | 1,683 | 19.87 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 2,211 | 22.70 | 403 | 40.56 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 29,622 | 68.58 | 5,395 | 93.44 | ||||
| 2025-08-14 | 13F | 德肖公司 | Call | 431,700 | 151.87 | 78,626 | 189.00 | |||
| 2025-08-04 | 13F | 拉斯罗普投资管理公司 | 1,145 | 0 | ||||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 460,443 | 3.47 | 84 | 18.57 | ||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 2,381 | 434 | ||||||
| 2025-07-29 | 13F | 积极财富管理 | 1,409 | 2.32 | 257 | 17.43 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 38,859 | 0.37 | 7,077 | 15.17 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 32,072 | 0.39 | 5,841 | 15.21 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 49,919 | 18.46 | 9,092 | 35.91 | ||||
| 2025-08-13 | 13F | 咨询研究公司 | 146,974 | 12.60 | 26,768 | 29.20 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 65,418 | 59.82 | 11,915 | 83.38 | ||||
| 2025-07-08 | 13F | Range金融集团有限责任公司 | 24,464 | 0.37 | 4,456 | 15.18 | ||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 9,038 | 5.91 | 1,646 | 21.57 | ||||
| 2025-06-26 | NP | FFEIX - Nuveen 股息价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 607,775 | 2.75 | 104,148 | 35.24 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 4,789 | 131.13 | 872 | 165.85 | ||||
| 2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 3,397 | 33.90 | 619 | 53.73 | ||||
| 2025-07-18 | 13F | 全景资本合伙有限公司 | 1,701 | 5.13 | 304 | 26.14 | ||||
| 2025-08-13 | 13F | 蓝鲸资本 | 524,859 | 9.42 | 95,593 | 25.55 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 48,437 | 14.14 | 8,822 | 30.97 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 11,626 | 2,117 | ||||||
| 2025-07-30 | 13F | 舒尔霍夫公司 | 4,234 | 0.05 | 771 | 14.90 | ||||
| 2025-07-28 | 13F | 邓克街公司 | 7,011 | 0.10 | 1,277 | 14.85 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 45,918,050 | 24.60 | 8,363,055 | 42.97 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 65,000 | 200.93 | 11,838 | 245.33 | |||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 2,951 | 1.44 | 537 | 16.49 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 7,332 | 0.88 | 1,335 | 15.78 | ||||
| 2025-07-15 | 13F | BCS财富管理 | 2,752 | 91.11 | 1 | |||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 30,279 | 4.51 | 5,514 | 19.90 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 7,400 | 9 | ||||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 14,672 | 3.07 | 2,672 | 18.28 | ||||
| 2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 6,722 | 14.55 | 1,233 | 31.31 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation 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 | 18,312 | 24.18 | 3,335 | 87.99 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 4,512,311 | 69.03 | 821,826 | 93.95 | ||||
| 2025-07-25 | 13F | 狮子街顾问有限责任公司 | 4,609 | 5.61 | 839 | 21.24 | ||||
| 2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 9,618 | 10.95 | 1,606 | 8.88 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 197 | 34 | ||||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,752 | 1.23 | 1,958 | 16.20 | ||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 1,151 | 210 | ||||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 82 | 13.89 | 15 | 27.27 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 40,408 | 13.09 | 7,297 | 31.52 | ||||
| 2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 17,963 | 21.05 | 3,078 | 59.32 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 18,805 | 6.82 | 3,222 | 40.58 | ||||
| 2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 1,146 | 209 | ||||||
| 2025-04-25 | NP | VCULX - 成长基金 | 13,604 | 65.68 | 2,112 | 93.41 | ||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 2,654 | 0.64 | 483 | 15.55 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 23,089 | 14.49 | 4,205 | 31.37 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 10,152 | 1,849 | ||||||
| 2025-06-27 | NP | NEWZ - StockSnips 人工智能情绪美国全市值 ETF | 5,105 | 875 | ||||||
| 2025-07-09 | 13F | 阿莱斯科顾问有限公司 | 1,339 | 244 | ||||||
| 2025-07-16 | NP | CGGE - 资本集团全球股票 ETF 份额类别 | 32,897 | 94.62 | 5,941 | 126.37 | ||||
| 2025-07-30 | 13F | 退休计划小组 | 10,211 | 502.42 | 1,860 | 593.66 | ||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 3,588 | 0.08 | 653 | 14.76 | ||||
| 2025-08-13 | 13F | 资本国际公司/ca/ | 1,454,720 | 19.21 | 264,948 | 36.78 | ||||
| 2025-08-08 | 13F | Bouchey金融集团有限公司 | 7,588 | 2.60 | 1,386 | 17.87 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 82 | 331.58 | 15 | 366.67 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 89,459 | 12.53 | 16,293 | 29.13 | ||||
| 2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 10,662 | 1.61 | 1,942 | 16.58 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 25,421 | 31.90 | 4,591 | 53.41 | ||||
| 2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 1,145 | 209 | ||||||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 154,756 | 1.14 | 28,186 | 16.05 | ||||
| 2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 1,897 | 2.82 | 325 | 35.42 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 18,105 | 1.25 | 3,297 | 16.17 | ||||
| 2025-07-09 | 13F | 石点财富管理公司 | 8,173 | 2.05 | 1,489 | 17.07 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 118,072 | 20.46 | 21,323 | 40.09 | ||||
| 2025-08-13 | 13F | Trustmark 国家银行信托部 | 6,112 | 3.49 | 1,113 | 18.78 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 8,154 | 47.16 | 1,485 | 68.94 | ||||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 66,733 | 12.69 | 12,154 | 29.31 | ||||
| 2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 3,275 | 10.49 | 596 | 26.81 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 11,180 | 4.96 | 2,036 | 20.47 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 551,583 | 7.93 | 100,460 | 23.84 | ||||
| 2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 4,897 | 229.99 | 892 | 279.15 | ||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 3,796 | 19.22 | 691 | 36.83 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 685 | 36.18 | 117 | 80.00 | ||||
| 2025-07-11 | 13F | AA 财务顾问有限责任公司 | 9,244 | 10.49 | 1,684 | 26.83 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 314 | 31.38 | 57 | 54.05 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 3,727 | 2.84 | 679 | 17.91 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 35,534 | 56.76 | 6,472 | 79.85 | ||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 3,919 | 22.05 | 714 | 40.08 | ||||
| 2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 46,320 | 74.83 | 8,436 | 100.62 | ||||
| 2025-07-11 | 13F | 附件咨询服务有限责任公司 | 35,183 | 1.35 | 6,408 | 16.28 | ||||
| 2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 54,321 | 420.42 | 9,893 | 497.40 | ||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 6,473 | 6.60 | 1,179 | 22.33 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 117,873 | 19.24 | 21,468 | 36.82 | ||||
| 2025-08-06 | 13F | 福布斯财务规划公司 | 3,611 | 658 | ||||||
| 2025-08-07 | 13F | 拉弗投资公司 | 1,156 | 211 | ||||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 2,782 | 0.22 | 507 | 15.00 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 3,886 | 102.08 | 708 | 131.80 | ||||
| 2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 41,210 | 30.45 | 7,442 | 51.72 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 131 | 35.05 | 24 | 53.33 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 21,309 | 4.42 | 3,652 | 37.46 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 3,462 | 0.14 | 631 | 14.96 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 2,406 | 14.19 | 438 | 31.14 | ||||
| 2025-07-16 | NP | CGIC - 资本集团国际核心股票 ETF 份额类别 | 18,544 | 155.11 | 3,349 | 196.81 | ||||
| 2025-07-29 | 13F | 凯尔曼-拉扎罗夫公司 | 3,029 | 3.41 | 552 | 18.75 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 4,814,013 | 0.49 | 870,853 | 15.38 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 195 | 8.33 | 36 | 25.00 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 2,191 | 640.20 | 399 | 767.39 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 74,850 | 703.80 | 13,632 | 822.33 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 13,475 | 2,454 | ||||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 5,092 | 172.45 | 927 | 212.12 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 446,948 | 18,113.04 | 2 | -99.49 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 10,239 | 141.20 | 1,998 | 196.73 | ||||
| 2025-07-14 | 13F | 查平戴维斯公司 | 35,447 | 52.16 | 6,456 | 74.60 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 54,568 | 11.44 | 9,854 | 29.61 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 4,919 | 0.12 | 896 | 14.89 | ||||
| 2025-08-28 | NP | GQJPX - GQG PARTNERS 国际优质股息收益基金投资者股份 | 224,903 | 15.27 | 40,962 | 32.26 | ||||
| 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 | 116,690 | 2.95 | 21,073 | 19.73 | ||||
| 2025-07-22 | 13F | Orca 财富管理有限公司 | 27,548 | 0.53 | 5,017 | 15.36 | ||||
| 2025-08-05 | 13F | 第四维度财富有限责任公司 | 1,483 | 16.31 | 270 | 33.66 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 3,114 | 1 | ||||||
| 2025-06-30 | NP | XTR - Global X S&P 500 尾部风险 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 58 | 16.00 | 10 | 50.00 | ||||
| 2025-07-07 | 13F | 惠特克-迈尔斯财富管理有限公司 | 1,133 | 206 | ||||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 19,690 | 2.29 | 3,586 | 17.38 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Wellington 核心股票基金 1 级 | 9,485 | 1,728 | ||||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 27,487 | 70.75 | 5,006 | 95.93 | ||||
| 2025-07-16 | 13F | 阿马里洛国家银行 | 1,130 | 206 | ||||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 2,050 | 6.11 | 373 | 21.90 | ||||
| 2025-08-08 | 13F | 财富四分卫有限责任公司 | 4,571 | 0.26 | 833 | 15.08 | ||||
| 2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 4,555 | 16.23 | 830 | 33.28 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 2,210 | 0.91 | 403 | 15.85 | ||||
| 2025-06-03 | 13F | 投资有限责任公司 | 17,074 | 254.75 | 2,710 | 368.05 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 5,967 | 1,087 | ||||||
| 2025-07-23 | 13F | 查特信托公司 | 9,209 | 3.95 | 1,677 | 19.27 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 9,372 | 24.10 | 1,707 | 42.40 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 1,564 | 285 | ||||||
| 2025-08-25 | NP | AEPGX - 欧洲太平洋增长基金 A 类 | 4,772,995 | 37.12 | 869,306 | 57.33 | ||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,573 | 37.86 | 284 | 60.45 | ||||
| 2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 4,051 | 44.42 | 738 | 65.62 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 156,400 | 2,042.47 | 28,485 | 2,359.84 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 9,391 | 19.68 | 1,710 | 37.35 | ||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 5,711 | 1.15 | 1,040 | 16.07 | ||||
| 2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 13,804 | 0.31 | 2,514 | 15.11 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 763,818 | 12.85 | 139,114 | 29.49 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 1,233 | 172.19 | 22,457 | 212.32 | |||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 32,224 | 39.41 | 5,869 | 59.98 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 33,525 | 37.42 | 5,745 | 104.49 | ||||
| 2025-08-14 | NP | FLMFX - MUIRFIELD FUND 零售类 | 40,636 | 34.25 | 7,401 | 54.06 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 73,985 | 7.49 | 13,475 | 23.33 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 4,826 | 1.07 | 827 | 33.01 | ||||
| 2025-07-24 | 13F | 东方银行 | 3,423 | 2.33 | 623 | 17.55 | ||||
| 2025-07-22 | 13F | 希科利资产管理公司 | 4,234 | 0.86 | 771 | 15.77 | ||||
| 2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 1,601 | 292 | ||||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 13,265 | 1.69 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 214,200 | 8.79 | 39,012 | 24.83 | |||
| 2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 70,968 | 0.20 | 12,925 | 14.97 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 183,600 | 16.13 | 33,439 | 33.25 | |||
| 2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 323,683 | 89.06 | 58,952 | 116.93 | ||||
| 2025-07-30 | 13F | 保罗·达蒙联合公司 | 2,492 | 454 | ||||||
| 2025-07-21 | 13F | 三合财富合伙有限公司 | 2,735 | 24.60 | 498 | 43.10 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 11,304 | 2,059 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 79,276 | 0.86 | 14,439 | 15.74 | ||||
| 2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 3,060 | 557 | ||||||
| 2025-06-25 | NP | NAWGX - Voya 全球股票基金 A 类 | 7,499 | 91.89 | 1,285 | 152.95 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 280,113 | 0.65 | 51 | 15.91 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 639,729 | 4.28 | 117 | 19.59 | ||||
| 2025-07-10 | 13F | 克莱尔市场投资有限公司 | 7,484 | 16.12 | 1,363 | 33.24 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 14,080 | 408.30 | 2,564 | 484.05 | ||||
| 2025-07-24 | 13F | 李氏金融公司 | 16,365 | 9.47 | 2,984 | 25.55 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 180,904 | 60.41 | 32,948 | 84.07 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 18,747 | 6.18 | 3,414 | 21.84 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 401 | 3.35 | 73 | 18.03 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 215 | 39 | ||||||
| 2025-07-28 | 13F | 达世币收购公司 | 212,121 | 0.20 | 34,930 | 0.72 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 17,371 | 3.29 | 3,164 | 18.51 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 69 | 13 | ||||||
| 2025-08-14 | 13F | 金洛克资本有限责任公司 | 26,165 | 0.93 | 4,765 | 15.80 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 341,324 | 0.43 | 62,165 | 15.23 | ||||
| 2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 781,807 | 133,970 | ||||||
| 2025-07-07 | 13F | 第一公民金融公司 | 2,505 | 5.92 | 456 | 21.60 | ||||
| 2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 31,710 | 35.03 | 5,434 | 77.72 | ||||
| 2025-07-31 | 13F | 莱维尔投资管理公司 | 11,142 | 3.23 | 2,044 | 18.36 | ||||
| 2025-08-28 | NP | VNIE - Vontobel 国际股票主动型 ETF | 3,725 | 678 | ||||||
| 2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 14,496 | 11.83 | 2,484 | 47.24 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 614,600 | 111,937 | ||||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 261,779 | 3.29 | 47,275 | 20.13 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 8,044 | 2.68 | 1,465 | 17.86 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 168,366 | 28.17 | 30,664 | 47.06 | ||||
| 2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 3,881 | 21.62 | 707 | 39.53 | ||||
| 2025-08-26 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 56,380 | 7.58 | 10,268 | 23.44 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 37,119 | 4.05 | 6,760 | 19.39 | ||||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 139,444 | 170.98 | 25,397 | 210.92 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | Call | 214,677 | 37,982 | |||||
| 2025-06-25 | NP | BKDV-纽约梅隆银行动态价值ETF | 36,091 | 1,621.08 | 6,185 | 2,165.20 | ||||
| 2025-07-02 | 13F | 霍华德金融服务有限公司 | 4,691 | 2.74 | 854 | 17.96 | ||||
| 2025-05-20 | 13F | 蓝岩财富管理有限公司 | 2,150 | 341 | ||||||
| 2025-07-25 | NP | MFEGX - MFS成长基金A | 4,599,685 | 31.03 | 830,657 | 52.39 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 47,225 | 33.85 | 8,601 | 53.59 | ||||
| 2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 56,242 | 212.21 | 10,243 | 258.27 | ||||
| 2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 14 | 3 | ||||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 350,038 | 6.64 | 63,787 | 22.35 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 407,733 | 8.00 | 69,869 | 42.14 | ||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 2,680 | 11.34 | 488 | 27.75 | ||||
| 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 | |||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 1,425,654 | 0.54 | 259,654 | 15.37 | ||||
| 2025-07-28 | NP | SPMV - Invesco S&P 500 最小方差 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 | 464 | 84 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 112 | 20 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 224,230 | 167.48 | 40,839 | 206.92 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 6,295 | 0.11 | 1,146 | 14.83 | ||||
| 2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 1,996 | 0.91 | 364 | 15.97 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 594,777 | 2.05 | 108,327 | 17.09 | ||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 7,406 | 9.93 | 1,349 | 26.10 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 467 | 8.10 | 85 | 25.00 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 1,142 | 208 | ||||||
| 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 | 285,905 | 2.02 | 52,072 | 17.06 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 139,225 | 11.10 | 25,543 | 27.33 | ||||
| 2025-07-30 | 13F | 会员信托公司 | 2,285 | 40.44 | 416 | 61.24 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 921 | 53.50 | 168 | 75.79 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 3,341 | 2.08 | 608 | 17.15 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 6,590 | 55.68 | 1,200 | 78.84 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 579,044 | 1.30 | 105,461 | 16.23 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 46,697 | 47.04 | 8,505 | 68.73 | ||||
| 2025-06-26 | NP | FCPI - 富达通胀股票 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 | 34,531 | 42.50 | 5,917 | 168.83 | ||||
| 2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 2,797 | 509 | ||||||
| 2025-07-28 | 13F | 纳德勒金融集团公司 | 1,108 | 202 | ||||||
| 2025-08-12 | 13F | 寨湖规划与财富管理有限公司 | 1,264 | 0.08 | 230 | 15.00 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,071 | 0.60 | 3,263 | 17.00 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 79,754 | 6.87 | 14,526 | 22.63 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 98,780 | 54.00 | 17,535 | 73.19 | ||||
| 2025-07-08 | 13F | 布劳恩-博斯蒂奇联合公司 | 1,205 | 219 | ||||||
| 2025-07-25 | 13F | 格里芬资产管理公司 | 22,821 | 0.16 | 4,156 | 14.93 | ||||
| 2025-09-09 | 13F | NWF咨询服务公司 | 2,649 | 94.21 | 482 | 123.15 | ||||
| 2025-06-26 | 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 | 93,334 | 116.98 | 15,994 | 185.59 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 1,230 | 224 | ||||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 3,441 | 13.49 | 627 | 30.15 | ||||
| 2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 4,789 | 2.48 | 872 | 18.48 | ||||
| 2025-07-29 | NP | FCUS - Pinnacle Focused Opportunities ETF | 4,662 | 842 | ||||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 49,237 | 252.57 | 8,968 | 304.65 | ||||
| 2025-05-30 | NP | DIVZ - TrueShares 低波动性股票收益 ETF | 55,577 | 10.66 | 8,822 | 45.95 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 5,636 | 53.74 | 1,027 | 76.59 | ||||
| 2025-07-25 | 13F | 夏普金融服务有限公司 | 2,306 | 22.40 | 420 | 40.47 | ||||
| 2025-08-26 | NP | NMIEX - Active M 国际股票基金 | 4,084 | 744 | ||||||
| 2025-08-14 | 13F | 纽布鲁克资本顾问公司 | 90,357 | 16,457 | ||||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 855,131 | 10.92 | 155,745 | 27.27 | ||||
| 2025-08-01 | 13F | 育空财富管理有限公司 | 3,715 | 1.61 | 677 | 16.55 | ||||
| 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 | 529,841 | 2.06 | 90,794 | 34.33 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 1,495 | 183.68 | 272 | 227.71 | ||||
| 2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 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 | 33,100 | 6,029 | ||||||
| 2025-08-07 | 13F | 银色顾问公司 | 1,352 | 246 | ||||||
| 2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 616,300 | 1,323.33 | 112,247 | 2,556.08 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 606 | 6.88 | 0 | |||||
| 2025-07-25 | 13F | MOKAN 财富管理有限公司 | 1,237 | 225 | ||||||
| 2025-07-22 | 13F | 威尔斯特雷卡索金融集团有限责任公司 | 2,698 | 0.22 | 491 | 14.99 | ||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 2,847 | 3.38 | 519 | 18.54 | ||||
| 2025-08-28 | NP | GQFPX - GQG PARTNERS 全球优质股息收益基金投资者股份 | 51,564 | 2.90 | 9,391 | 18.08 | ||||
| 2025-06-25 | NP | WGHX - Westwood 高收入基金机构股票 | 3,080 | 528 | ||||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 331 | 60 | ||||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 67,717 | 295.84 | 12,333 | 354.25 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 239,194 | 6.20 | 43,196 | 23.52 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 816,052 | 0.66 | 148,628 | 15.50 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 352 | 60 | ||||||
| 2025-07-09 | 13F | 基石财富服务有限责任公司 | 7,568 | 0.12 | 1,378 | 14.93 | ||||
| 2025-06-26 | NP | FNILX - 富达零大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 384,070 | 1.49 | 65,814 | 33.58 | ||||
| 2025-08-14 | 13F | Stonehaven 财富与税务解决方案有限责任公司 | 1,301 | 1.64 | 237 | 16.26 | ||||
| 2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 5,479 | 0.11 | 998 | 14.86 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 18,213 | 20.81 | 3,317 | 38.61 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 58,257 | 3.56 | 10,610 | 18.83 | ||||
| 2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 11,376 | 0.98 | 2,072 | 15.83 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 7,598 | 1.50 | 1,384 | 16.41 | ||||
| 2025-08-06 | 13F | Vantage 金融合作伙伴有限责任公司 | 1,568 | 0.19 | 286 | 14.92 | ||||
| 2025-07-24 | 13F | 应用资本有限责任公司/佛罗里达州 | 17,690 | 0.10 | 3,222 | 14.83 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 56,682 | 280.54 | 10,323 | 336.68 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 48,200 | 57.34 | 8,779 | 80.54 | ||||
| 2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 11,295 | 6.31 | 2,057 | 22.00 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 10,825 | 561.67 | 1,972 | 661.00 | ||||
| 2025-07-17 | 13F | 查塔姆资本集团有限公司 | 1,826 | 333 | ||||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 7,061 | 12.15 | 1,286 | 28.73 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Put | 59,400 | 379.03 | 25,421 | 119.05 | |||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 267,804 | 36.04 | 48,775 | 56.09 | ||||
| 2025-07-29 | 13F | 约翰·G·厄尔曼联合公司 | 1,197 | 218 | ||||||
| 2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 2,994 | 105.21 | 545 | 135.93 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 1,764 | 321 | ||||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 245,596 | 4.56 | 44,730 | 19.98 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 6,747 | 29.50 | 1,238 | 48.32 | ||||
| 2025-08-14 | 13F | 卡斯卡德资本资产管理有限责任公司 | 841 | 0.84 | 153 | 15.91 | ||||
| 2025-08-28 | NP | WBIL - WBI BullBear Quality 3000 ETF | 3,727 | 679 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,825,071 | 2.95 | 332,400 | 18.12 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 128 | 103.17 | 23 | 130.00 | ||||
| 2025-07-16 | 13F | 诺维姆集团 | 6,413 | 10.40 | 1,168 | 26.68 | ||||
| 2025-07-22 | 13F | 施瓦布慈善基金 | 8,500 | 1,548 | ||||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 1,411 | 4.75 | 257 | 20.19 | ||||
| 2025-08-06 | 13F | 贝利·吉福德公司 | 15,921 | 33.54 | 2,900 | 53.22 | ||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth 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 | 6,947 | 39.69 | 1,190 | 83.93 | ||||
| 2025-07-11 | 13F | 先锋资本财富顾问 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 | 3,475 | 0.20 | 633 | 14.91 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 62,434 | 8.24 | 11,371 | 24.65 | ||||
| 2025-07-15 | 13F | Surience 私人财富有限公司 | 12,173 | 2,217 | ||||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 5,083 | 1.76 | 926 | 16.79 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 消费者必需品行业基金 (A) | 172,654 | 3.36 | 31,445 | 18.60 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 2,141 | 0.23 | 390 | 14.75 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 674,953 | 1.64 | 122,929 | 16.62 | ||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 2,569,456 | 1.59 | 467,975 | 16.57 | ||||
| 2025-07-09 | 13F | 堡垒资本公司 | 317 | 58 | ||||||
| 2025-08-11 | 13F | 黄铜税财富管理有限公司 | 8,237 | 2.27 | 1,500 | 17.37 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 122,310 | 6.20 | 22,276 | 21.85 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 2,473 | 5.50 | 450 | 20.97 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 1,740 | 10.83 | 317 | 26.91 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 14,893 | 2.40 | 2,712 | 8.44 | ||||
| 2025-08-05 | 13F | Telos 资本管理公司 | 3,224 | 4.40 | 587 | 19.80 | ||||
| 2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 3,060 | 0.53 | 557 | 15.32 | ||||
| 2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 4,334 | 17.52 | 789 | 34.87 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 9,403 | 16.43 | 1,712 | 33.54 | ||||
| 2025-08-19 | 13F | 斯洛克姆戈登律师事务所 | 1,885 | 2.45 | 343 | 17.47 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 1,376,345 | 0.22 | 251 | 15.21 | ||||
| 2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 18,462 | 1.65 | 3,362 | 16.66 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 22,451 | 30.76 | 4,089 | 50.02 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 346 | 63 | ||||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 9 | 2 | ||||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 30,542 | 72.28 | 5,563 | 97.72 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 43,183 | 0.25 | 6,854 | 32.24 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 9,876 | 2.32 | 1,799 | 17.36 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,480,555 | 2.16 | 269,653 | 17.22 | ||||
| 2025-07-21 | 13F | Clarity 资本合作伙伴有限责任公司 | 1,447 | 264 | ||||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 52,367 | 92.72 | 9,538 | 121.12 | ||||
| 2025-08-26 | NP | SEEGX - 摩根大通大盘成长基金 I 类 | 11,540,385 | 67.33 | 2,101,850 | 92.00 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 15,174 | 3.59 | 2,784 | 18.77 | ||||
| 2025-07-15 | 13F | LeConte财富管理有限责任公司 | 2,330 | 424 | ||||||
| 2025-08-13 | 13F | 伯纳多财富规划有限责任公司 | 3,584 | 1.76 | 1 | |||||
| 2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 8,789 | 24.14 | 1,601 | 42.48 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 32,445 | 9.76 | 5,909 | 25.94 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 42,829 | 732.28 | 7,801 | 855.88 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 2,311 | 11.97 | 421 | 28.44 | ||||
| 2025-08-06 | 13F | SP资产管理有限责任公司 | 68,952 | 2.23 | 12,558 | 17.30 | ||||
| 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 | 34,668 | 22.91 | 5,941 | 61.76 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 2,370 | 1.37 | 397 | 6.72 | ||||
| 2025-08-12 | 13F | 种子投资者有限责任公司 | 2,223 | 12.96 | 405 | 29.49 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 75,004 | 0.87 | 13,660 | 15.74 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 10,462 | 1.48 | 2 | 0.00 | ||||
| 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 | 2,882,646 | 0.65 | 520,577 | 17.05 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 7,939 | 29.51 | 1,446 | 48.51 | ||||
| 2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 3,596 | 0.31 | 655 | 14.94 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 1,801 | 328 | ||||||
| 2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 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 | 213,753 | 114.14 | 38,602 | 149.04 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 4,050 | 12.91 | 738 | 29.53 | ||||
| 2025-06-24 | NP | FISEX - 富兰克林股票收益基金 A 类 | 255,000 | 43,697 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 465,031 | 47.37 | 84,696 | 69.09 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 33,799 | 4.20 | 6,156 | 19.56 | ||||
| 2025-08-07 | 13F | 私人咨询集团有限责任公司 | 3,849 | 701 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 1,966,000 | 34.24 | 358,068 | 54.03 | |||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 4,485 | 5.83 | 810 | 22.95 | ||||
| 2025-08-12 | 13F | 费尔斯凯资本有限责任公司 | 1,832 | 5.77 | 301 | 8.30 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 27,265 | 2.32 | 4,924 | 19.00 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 90,942 | 7.01 | 16,563 | 22.79 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 2,238 | 5.62 | 408 | 21.13 | ||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 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 | 92,933 | 16,926 | ||||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 76,601 | 4.01 | 13,951 | 26.99 | ||||
| 2025-06-27 | NP | PMYRX - 胜利先锋股票溢价收益基金 Y 类 | 13,585 | 2,328 | ||||||
| 2025-08-06 | NP | SQBIX - X-Square 平衡基金有限责任公司机构类别 | 6,479 | 2.96 | 1,180 | 18.24 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 133 | 24 | ||||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 1,141,224 | 2.42 | 207,851 | 17.52 | ||||
| 2025-08-12 | 13F | 集中财富管理 | 2,570 | 4.73 | 468 | 20.31 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 5,131 | 0.02 | 941 | 14.62 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 58,318 | 3.94 | 10,622 | 19.26 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 9,730 | 43.19 | 1,772 | 64.38 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 5,039 | 1.55 | 918 | 16.52 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 6,954 | 8.23 | 1,267 | 24.24 | ||||
| 2025-08-14 | 13F | 英镑财富管理公司 | 1,246 | 227 | ||||||
| 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 | 740,229 | 0.01 | 126,846 | 31.63 | ||||
| 2025-08-07 | 13F | 49 财富管理有限责任公司 | 6,198 | 16.20 | 1,129 | 33.33 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 4,805 | 0.95 | 875 | 15.89 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 1,174 | 19.67 | 215 | 37.18 | ||||
| 2025-07-30 | 13F | 契约伙伴有限责任公司 | 3,060 | 17.78 | 557 | 35.19 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 3,777 | 0.16 | 688 | 14.88 | ||||
| 2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 1,124 | 205 | ||||||
| 2025-08-14 | 13F | 福吉谷投资顾问公司高级顾问 | 1,331 | 0.08 | 242 | 14.69 | ||||
| 2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 3,351 | 15.35 | 615 | 33.19 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 2,846 | 518 | ||||||
| 2025-07-17 | 13F | 瓦格纳财富管理有限公司 | 6,624 | 2.55 | 1,206 | 17.66 | ||||
| 2025-07-30 | 13F | 雅各布森资本管理公司 | 2,747 | 18.61 | 500 | 36.24 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 1,426 | 2.22 | 260 | 17.19 | ||||
| 2025-07-22 | 13F | 渴望私人资本有限责任公司 | 10,863 | 2.16 | 1,978 | 17.25 | ||||
| 2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 60,207 | 32.60 | 10,873 | 54.21 | ||||
| 2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 530,100 | 2.22 | 96,547 | 17.29 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 118 | 21 | ||||||
| 2025-06-26 | 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 | 270,500 | 157.62 | 46,353 | 239.05 | ||||
| 2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国收入和增长基金 3 级 | 1,141 | 18.85 | 208 | 36.18 | ||||
| 2025-07-22 | 13F | 凯斯勒投资集团有限责任公司 | 11,936 | 3.41 | 2,174 | 18.61 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 1,988 | 1.27 | 0 | |||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 9,773 | 1,780 | ||||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 8,820 | 9.84 | 1,606 | 26.06 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 464,405 | 110.87 | 84,582 | 143.28 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 9,512 | 2.39 | 1,732 | 17.50 | ||||
| 2025-06-25 | NP | WWICX - Westwood 收入机会基金 C 类股票 | 22,217 | 3,807 | ||||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 663 | 83.66 | 114 | 140.43 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 3,697,308 | 23.43 | 673 | 41.68 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 265,200 | 0.34 | 48,301 | 15.13 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 17,492 | 0.50 | 3,186 | 15.31 | ||||
| 2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 47 | 8 | ||||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 5,945 | 4.04 | 1,083 | 19.43 | ||||
| 2025-07-23 | 13F | 尼尔森资本管理有限责任公司 | 1,709 | 24.20 | 311 | 42.66 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 7,775 | 15.96 | 1,416 | 33.08 | ||||
| 2025-08-28 | NP | GQHPX - GQG 合作伙伴美国优质股息收益基金投资者股份 | 122,070 | 15.61 | 22,233 | 32.66 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 438,074 | 7.48 | 79,786 | 23.32 | ||||
| 2025-08-18 | 13F | V2金融集团有限责任公司 | 1,275 | 232 | ||||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 372,816 | 111.27 | 68 | 139.29 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 9,273 | 1.78 | 1,689 | 16.74 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 2,268 | 2.25 | 413 | 17.33 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 9,516 | 1.57 | 1,733 | 16.54 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 508,166 | 5.35 | 92,466 | 21.19 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 6,264 | 31.02 | 1,141 | 50.40 | ||||
| 2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 230,222 | 5.61 | 41,930 | 21.17 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Put | 2,800 | 7.69 | 510 | 23.54 | |||
| 2025-07-22 | 13F | 净值顾问小组 | 6,862 | 2.65 | 1,250 | 17.72 | ||||
| 2025-06-25 | NP | WQAUX - Westwood Quality AllCap 基金超级股票 | 2,007 | 344 | ||||||
| 2025-07-17 | 13F | 沃克资产管理有限责任公司 | 7,519 | 0.28 | 1,369 | 15.04 | ||||
| 2025-08-07 | 13F | 加尔达资本合伙公司 | Call | 2,800 | 7.69 | 510 | 23.54 | |||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 2,518 | 0.68 | 459 | 15.66 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 6,615 | 44.53 | 1,205 | 65.84 | ||||
| 2025-07-16 | 13F | 光明财务顾问有限公司 | 1,621 | 0.06 | 295 | 14.79 | ||||
| 2025-05-07 | 13F | 霍兰资本顾问有限公司。 | 1,321 | 210 | ||||||
| 2025-07-09 | 13F | Krilogy金融有限责任公司 | 26,600 | 14.94 | 4,845 | 31.88 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 126,390 | 5.32 | 23,019 | 20.85 | ||||
| 2025-07-17 | 13F | 西方金融公司/CA | 11,909 | 2,169 | ||||||
| 2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 8,410 | 13.50 | 1,532 | 30.19 | ||||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 16,795 | 4.58 | 3,059 | 19.97 | ||||
| 2025-08-28 | NP | SELV - SEI 增强型低波动性美国大盘 ETF | 9,843 | 957.25 | 1,793 | 1,119.05 | ||||
| 2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 533,840 | 2.51 | 97,228 | 17.63 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 163,305 | 58.68 | 29,743 | 69.93 | ||||
| 2025-08-07 | 13F | 布莱克斯顿财务咨询集团有限责任公司 | 1,527 | 278 | ||||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 1,512,514 | 142.25 | 275,474 | 177.96 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 209 | 38 | ||||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 1,370 | 250 | ||||||
| 2025-08-26 | NP | Profunds - Profund 大盘成长股副总裁 | 1,055 | 11.40 | 192 | 28.00 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 1,057 | 6.02 | 181 | 40.31 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 58,599 | 10,673 | ||||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 24,150 | 27.67 | 4,399 | 46.50 | ||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 32,900 | 153.08 | 5,638 | 233.16 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 45,200 | 11,200.00 | 8,232 | 17,050.00 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 9,624 | 2.70 | 1,753 | 17.82 | ||||
| 2025-07-17 | 13F | 朱红财富管理有限公司 | 145 | 0.69 | 26 | 18.18 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 611,612 | 0.86 | 111,393 | 15.73 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 427,022 | 13.45 | 77,774 | 30.18 | ||||
| 2025-08-12 | 13F | 拉瑟与基特雷尔公司 | 1,100 | 200 | ||||||
| 2025-07-29 | 13F | 屋顶 Eidam 和 Maycock/adv | 1,156 | 211 | ||||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 350 | 201.72 | 64 | 250.00 | ||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 21,552 | 1.73 | 3,925 | 16.75 | ||||
| 2025-07-25 | 13F | 投资咨询集团有限责任公司 | 1,198 | 218 | ||||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 22,861 | 2.07 | 4,164 | 17.10 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 62,270 | 1.32 | 11,341 | 16.27 | ||||
| 2025-08-28 | NP | CPAI - Counterpoint 量化股票 ETF | 10,446 | 21.32 | 1,903 | 39.24 | ||||
| 2025-08-08 | 13F | 赫多克公司 | 2,818 | 1.18 | 513 | 16.06 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 9,031 | 13.01 | 1,645 | 29.65 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 2,516 | 6.66 | 0 | |||||
| 2025-08-14 | 13F | SIH 合伙人有限责任合伙公司 | 12,829 | 2,337 | ||||||
| 2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 29,230 | 560.56 | 5,324 | 658.26 | ||||
| 2025-07-08 | 13F | RMR 财富创造者 | 2,917 | 5.46 | 531 | 20.96 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 24,832 | 16.67 | 4,255 | 53.55 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 资本增长投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,800 | 2,878 | ||||||
| 2025-07-22 | 13F | MAS 顾问有限责任公司 | 2,534 | 2.72 | 462 | 17.90 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 8,529 | 1.92 | 1,553 | 16.94 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 15,722 | 17.10 | 2,863 | 34.35 | ||||
| 2025-07-24 | NP | FMILX - 富达新千年基金 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 | 243,100 | 18.18 | 43,901 | 37.44 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 23,696 | 8.91 | 4,316 | 24.96 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 343 | 69.80 | 63 | 93.75 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 2,719 | 3,098.82 | 495 | 3,707.69 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 5,399 | 125.81 | 983 | 159.37 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 27,526 | 13.21 | 5,013 | 29.90 | ||||
| 2025-07-30 | 13F | 道德公司 | 37,406 | 13.16 | 6,772 | 29.59 | ||||
| 2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 14,913 | 4.82 | 2,716 | 20.28 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 1,695 | 2.67 | 309 | 17.56 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 60,300 | 106.32 | 10,982 | 136.73 | ||||
| 2025-07-11 | 13F | 量子金融顾问有限责任公司 | 1,330 | 5.47 | 242 | 21.00 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 113,307 | 4.06 | 21 | 17.65 | ||||
| 2025-08-04 | 13F/A | 626 金融有限责任公司 | 3,457 | 0.03 | 630 | 14.78 | ||||
| 2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,220 | 31.11 | 2,043 | 50.44 | ||||
| 2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 433,979 | 79,041 | ||||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 431,979 | 244.55 | 78,676 | 295.36 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 580 | 106 | ||||||
| 2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 23,928 | 1.41 | 4,390 | 16.23 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 9 | 7 | ||||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 57,666 | 2.28 | 10,503 | 17.35 | ||||
| 2025-08-25 | 13F | 支点股权管理 | 1,189 | 217 | ||||||
| 2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 17,718 | 11.72 | 3,227 | 28.17 | ||||
| 2025-08-15 | 13F | 海耶克卡伦投资管理公司 | 30,111 | 2.72 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 14,354 | 0.26 | 2,614 | 15.05 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 30,800 | 41.94 | 5,610 | 62.86 | ||||
| 2025-05-07 | 13F | 布里奥顾问有限责任公司 | 2,454 | 390 | ||||||
| 2025-08-14 | 13F | MGB 财富管理有限责任公司 | 10,120 | 13.05 | 1,843 | 29.79 | ||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 3,301 | 45.87 | 601 | 67.41 | ||||
| 2025-08-01 | 13F | 第一国民信托公司 | 66,689 | 1.45 | 12,146 | 16.41 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | 145 | 26 | ||||||
| 2025-08-13 | 13F | 泰康资产管理（香港）有限公司 | 122,658 | 38.77 | 22,340 | 59.23 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 5,919 | 59.63 | 1,078 | 83.33 | ||||
| 2025-08-07 | 13F | 峰会资产管理有限责任公司 | 2,391 | 0.67 | 435 | 15.38 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 134,496 | 0.67 | 24,496 | 15.52 | ||||
| 2025-06-27 | NP | CARK - CastleArk 大型增长 ETF | 73,700 | 12,629 | ||||||
| 2025-07-16 | 13F | Kerntke Otto McGlone 财富管理集团 | 1,648 | 0.80 | 300 | 15.83 | ||||
| 2025-07-30 | 13F | 优势信托公司 | 125 | 400.00 | 23 | 633.33 | ||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 27,429 | 7.11 | 4,996 | 22.91 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 2,541 | 463 | ||||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 1,658 | 44.68 | 272 | 41.67 | ||||
| 2025-08-28 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 7,680 | 7.96 | 1,399 | 23.83 | ||||
| 2025-08-28 | NP | RSMV - 相对强弱管理波动率策略ETF | 6,431 | 1,171 | ||||||
| 2025-08-13 | 13F | 中医顾问有限责任公司 | 765 | -45.89 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 55,291 | 7.63 | 9,985 | 25.19 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 17,567 | 338.52 | 3,010 | 477.74 | ||||
| 2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 17,909 | 8.43 | 3,262 | 24.42 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 61,190 | 0.41 | 11,145 | 15.21 | ||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 1,127 | 205 | ||||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 7,370 | 47.19 | 1,342 | 69.02 | ||||
| 2025-07-22 | 13F | JSF 金融有限责任公司 | 1,344 | 245 | ||||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 10,879 | 3.61 | 1,981 | 18.91 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 7,946 | 12.26 | 1,447 | 28.85 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 1,943 | 6.06 | 354 | 21.72 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 21,506 | 4.77 | 3,917 | 20.20 | ||||
| 2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 2,344 | 11.14 | 423 | 29.36 | ||||
| 2025-07-03 | 13F | 惠特科姆和赫斯公司 | 1,188 | 216 | ||||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 60,700 | 11,055 | |||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 3,585,002 | 0.03 | 652,936 | 14.78 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 190,100 | 109.13 | 34,623 | 139.96 | |||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 171,951 | 21.00 | 31,149 | 40.86 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 358 | 39.84 | 65 | 62.50 | ||||
| 2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 5,967 | 1.97 | 1,087 | 17.03 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 39,353 | 8.55 | 7,167 | 24.56 | ||||
| 2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 1,554 | 16.49 | 283 | 34.12 | ||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 13 | 85.71 | 2 | 100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类 | 294,171 | 63.61 | 53,577 | 87.73 | ||||
| 2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 1,918 | 5.10 | 350 | 20.69 | ||||
| 2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 1,092 | 6.95 | 199 | 22.22 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 5,261 | 0.02 | 958 | 14.87 | ||||
| 2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 2,360 | 57.33 | 430 | 80.25 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 1,754 | 5.35 | 319 | 20.83 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 2,879 | 7.35 | 524 | 23.29 | ||||
| 2025-07-21 | 13F | 富通资本顾问有限公司 | 2,540 | 8.04 | 463 | 23.86 | ||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 36,773 | 4.00 | 6,747 | 19.25 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 71,517 | 51.82 | 13,026 | 74.20 | ||||
| 2025-07-23 | 13F | TriaGen 财富管理有限责任公司 | 2,433 | 25.28 | 443 | 43.83 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 2,191 | 4.09 | 399 | 19.46 | ||||
| 2025-08-28 | NP | SPYD - SPDR(R) 投资组合 S&P 500 高股息 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 | 714,741 | 3.07 | 130,176 | 18.27 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 88,312 | 2.23 | 16,084 | 17.30 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 15,232 | 17.66 | 2,774 | 35.05 | ||||
| 2025-06-26 | NP | FLCSX - 富达大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 132,800 | 120.60 | 22,757 | 190.33 | ||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 16,921 | 1.90 | 3,082 | 16.93 | ||||
| 2025-08-14 | 13F | 戴蒙亚洲资本（新加坡）私人有限公司有限公司 | 12,000 | 300.00 | 2,186 | 359.03 | ||||
| 2025-08-07 | 13F | PFG顾问 | 6,087 | 91.42 | 1,109 | 119.84 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 4,412 | 107.23 | 804 | 138.28 | ||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 6,805 | 0.18 | 1,239 | 14.94 | ||||
| 2025-08-11 | 13F | 潮汐有限责任公司 | 272 | 7.94 | 50 | 22.50 | ||||
| 2025-07-30 | 13F | 德纳利顾问有限公司 | 23,247 | 21.57 | 4,234 | 39.47 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 1,350 | 246 | ||||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 3,277 | 7.55 | 597 | 23.40 | ||||
| 2025-07-28 | NP | ERBAX - 伊顿万斯理查德伯恩斯坦股票策略基金 A 类 | 20,035 | 121.90 | 3,618 | 158.06 | ||||
| 2025-07-30 | 13F | 克鲁恩及合伙人有限公司 | 1,099 | 200 | ||||||
| 2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 440,140 | 2.95 | 80,163 | 18.13 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 9,186 | 0.15 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 18,366 | 64.72 | 3,345 | 89.03 | ||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 3,849 | 4.99 | 701 | 20.48 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,070 | 0.81 | 13,207 | 32.67 | ||||
| 2025-07-07 | 13F | RDA金融网络 | 1,403 | 2.11 | 256 | 16.97 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 4,177 | 7.32 | 761 | 23.18 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 32,746 | 0.98 | 5,521 | 0.00 | ||||
| 2025-08-01 | 13F | Reliant投资合伙公司 | 2,307 | 0.04 | 420 | 15.07 | ||||
| 2025-07-15 | 13F | 奥克纳斯合伙人财富管理有限责任公司 | 2,748 | 2.61 | 501 | 17.65 | ||||
| 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 | 786,190 | 1.18 | 141,978 | 17.67 | ||||
| 2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 2,419 | 2.85 | 441 | 17.96 | ||||
| 2025-08-06 | 13F | 霍兰证券公司 | 1,127 | 205 | ||||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 29,861 | 44.24 | 5,117 | 89.83 | ||||
| 2025-06-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 31,440 | 10.53 | 5,388 | 45.48 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 4,631 | 36.29 | 823 | 48.38 | ||||
| 2025-07-29 | 13F | Consilio 财富顾问有限公司 | 1,640 | 5.60 | 297 | 20.33 | ||||
| 2025-07-25 | 13F | 航点财富顾问 | 1,884 | 45.82 | 343 | 67.32 | ||||
| 2025-07-30 | 13F | 驱动财富管理有限公司 | 7,407 | 69.03 | 1,359 | 93.72 | ||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 4,984 | 24.97 | 908 | 43.29 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 81,613 | 0.26 | 14,865 | 15.05 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 13,121 | 9.16 | 2,321 | 21.66 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 387,100 | 7.41 | 70,503 | 23.24 | |||
| 2025-09-03 | 13F | Q3 资产管理 | 16,551 | 3 | ||||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 9,002 | 3.09 | 1,640 | 18.25 | ||||
| 2025-08-07 | 13F | 策略资产管理公司 | 37,872 | 1.67 | 6,898 | 16.66 | ||||
| 2025-03-27 | NP | 富国银行主信托 - 富国银行大型公司价值投资组合大型公司价值投资组合 | 21,598 | 10.36 | 2,812 | 8.32 | ||||
| 2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 8,009 | 4.83 | 1,459 | 20.30 | ||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 4,336 | 2.77 | 776 | 23.21 | ||||
| 2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 2,409 | 345.29 | 439 | 415.29 | ||||
| 2025-08-26 | NP | JVASX - 摩根大通价值优势基金 I 类 | 802,236 | 0.79 | 146,111 | 15.64 | ||||
| 2025-07-09 | 13F | 米拉多资本合伙公司 | 1,562 | 11.49 | 284 | 27.93 | ||||
| 2025-08-14 | 13F | 全球战略顾问有限责任公司 | 29,575 | 5,386 | ||||||
| 2025-07-18 | 13F | PBMares 财富管理有限责任公司 | 14,638 | 0.64 | 2,666 | 15.51 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 67,873 | 16.65 | 12,453 | 33.72 | ||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 43,087 | 0.70 | 7,847 | 15.55 | ||||
| 2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 6,191 | 6.69 | 1,128 | 22.37 | ||||
| 2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,122 | 4,356 | ||||||
| 2025-04-14 | 13F | 摄政峰财富顾问有限责任公司 | 2,357 | 2.39 | 374 | 35.02 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 215,596 | 26.10 | 39 | 44.44 | ||||
| 2025-07-22 | 13F | 哈贝尔·斯特里克兰财富管理有限责任公司 | 1,926 | 0.57 | 351 | 15.51 | ||||
| 2025-08-11 | 13F | 埃勒昆资本有限责任公司 | 663 | 121 | ||||||
| 2025-07-18 | 13F | 洛克曼金融集团公司 | 1,668 | 4.05 | 304 | 19.29 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 29,413 | 1.24 | 5,357 | 16.16 | ||||
| 2025-08-07 | 13F | 涵盖更多资产管理 | 1,575 | 287 | ||||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 187,277 | 280.19 | 34,109 | 336.28 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 13,362 | 2,413 | ||||||
| 2025-07-14 | 13F | 梅森有限责任公司 | 1,011 | 0.50 | 184 | 15.72 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 1,125,308 | 0.50 | 204,952 | 15.32 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 13,926 | 36.73 | 2,536 | 56.93 | ||||
| 2025-08-05 | 13F | 茨威格-迪梅纳联合有限责任公司 | 98,100 | 5.14 | 17,867 | 20.64 | ||||
| 2025-07-18 | 13F | RKL财富管理有限责任公司 | 14,428 | 0.84 | 2,628 | 15.68 | ||||
| 2025-08-27 | NP | LQPE - PEO AlphaQuest(TM) 主题 PE ETF | 440 | 80 | ||||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 725 | 43.56 | 132 | 63.75 | ||||
| 2025-07-11 | 13F | 卢茨和格林利集团公司 | 8,533 | 0.09 | 1,554 | 14.86 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 544,107 | 19.65 | 99,098 | 37.29 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 498,082 | 13.44 | 89,097 | 27.84 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 165 | 1.23 | 30 | 16.00 | ||||
| 2025-08-14 | 13F | Rmsincerbeaux 资本管理有限公司 | 9,816 | 6.89 | 1,788 | 22.65 | ||||
| 2025-08-28 | NP | SEEIX - 坐国际股票基金 - I 类 | 65,341 | 11,901 | ||||||
| 2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 664,894 | 2.31 | 121,097 | 17.39 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 71,066 | 1.47 | 12,943 | 23.84 | ||||
| 2025-06-26 | NP | FCLKX - 富达大盘股票 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 | 1,510 | 196.08 | 259 | 290.91 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 14,207 | 10.95 | 2,588 | 27.31 | ||||
| 2025-08-13 | 13F | 埃尔格森资本管理公司 | 4,626 | 0.17 | 843 | 15.03 | ||||
| 2025-07-16 | 13F | 财富财务顾问有限责任公司 | 13,902 | 1.19 | 2,532 | 16.10 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 27 | 5 | ||||||
| 2025-07-29 | NP | JHGEX - 全球股票基金A类 | 142,220 | 1.55 | 25,684 | 18.10 | ||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 1,495 | 272 | ||||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 452 | 0.89 | 82 | 54.72 | ||||
| 2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 16,621 | 11.37 | 3,050 | 27.63 | ||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 413,400 | 118.73 | 70,840 | 187.89 | ||||
| 2025-08-11 | 13F | JW 资产管理有限责任公司 | 15,350 | 48.31 | 2,796 | 70.22 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,685 | 21.25 | 803 | 59.44 | ||||
| 2025-08-14 | 13F | Hook Mill 资本合伙人有限合伙人 | 80,336 | 8.09 | 14,632 | 24.02 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 6,305 | 14.28 | 1,148 | 31.20 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 32,618 | 36.86 | 5,941 | 57.02 | ||||
| 2025-06-26 | 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 | 409,310 | 118.36 | 70,139 | 187.38 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 1,795 | 327 | ||||||
| 2025-08-14 | 13F | 威尔金斯米勒财富管理有限责任公司 | 1,789 | 0.51 | 326 | 15.25 | ||||
| 2025-08-14 | 13F | Papamarkou Wellner 资产管理公司 | 25,337 | 0.22 | 4,615 | 14.98 | ||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 1,878 | 0.48 | 342 | 17.93 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 13,885 | 122.02 | 2,529 | 154.84 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 2,122,447 | 21.12 | 386,561 | 38.98 | ||||
| 2025-08-14 | 13F | 坎托·菲茨杰拉德，LP | 8,801 | 1,603 | ||||||
| 2025-08-14 | 13F | 卡登萨资本有限公司 | 142,720 | 125.37 | 25,994 | 158.59 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 131,900 | 23.02 | 24,023 | 41.16 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 1,838,118 | 47.04 | 334,776 | 68.72 | ||||
| 2025-07-18 | 13F | 劳登投资管理有限公司 | 3,925 | 6.51 | 715 | 22.26 | ||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 4,531 | 17.57 | 719 | 55.29 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 1,213 | 204 | ||||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 59,412 | 69.42 | 10,821 | 94.39 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 122,478 | 0.88 | 22,307 | 15.76 | ||||
| 2025-07-23 | 13F | 萨克斯财富顾问有限公司 | 9,136 | 3.14 | 1,664 | 18.36 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 3,623 | 21.17 | 660 | 39.03 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 4,461 | 59.89 | 806 | 85.91 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 790,948 | 1.10 | 144,055 | 16.01 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,747 | 76.86 | 4,583 | 132.76 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 675,930 | 3.72 | 123,108 | 19.01 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 1,238 | 227 | ||||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 240 | 0.84 | 44 | 16.22 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 678,552 | 287.30 | 123,585 | 344.40 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 696 | 4.50 | 127 | 20.00 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 38,443 | 23.72 | 6,588 | 62.84 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 3,653 | 0.61 | 665 | 15.45 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 1,371,001 | 4.31 | 234,935 | 37.29 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 6,450 | 10.18 | 1,175 | 26.37 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 9,997 | 1,821 | ||||||
| 2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 11,324 | 2.85 | 2,062 | 18.03 | ||||
| 2025-06-27 | NP | XLG - Invesco S&P 500 Top 50 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 | 459,819 | 4.01 | 78,795 | 36.89 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 37,609 | 7.10 | 6,850 | 22.90 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 24,490 | 17.62 | 4,423 | 36.78 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 2,408 | 286.52 | 439 | 346.94 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 11,008 | 12.38 | 2,020 | 28.84 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 32,297 | 10.37 | 5,882 | 26.66 | ||||
| 2025-08-05 | 13F | 住友生命保险公司 | 29,002 | 59.71 | 5,282 | 83.28 | ||||
| 2025-07-15 | 13F | Hidden Cove 财富管理有限责任公司 | 1,410 | 6.33 | 257 | 21.90 | ||||
| 2025-08-07 | 13F | Axiom 国际投资有限公司 /de | 1,532,403 | 279,097 | ||||||
| 2025-05-15 | 13F | 田中资本管理公司 | 6,380 | 0.30 | 1 | |||||
| 2025-08-12 | 13F | 普罗维登斯财富顾问有限责任公司 | 1,750 | 293 | ||||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 2,144 | 3.18 | 390 | 18.54 | ||||
| 2025-08-26 | NP | TGRT - T. Rowe 价格增长 ETF | 10,980 | 2,000 | ||||||
| 2025-04-28 | 13F | 雷德蒙特财富顾问有限公司 | 219 | 35 | ||||||
| 2025-07-31 | 13F | 海峡健全财富管理有限公司 | 2,978 | 29.59 | 542 | 48.90 | ||||
| 2025-07-24 | 13F | 强塔咨询服务 | 16,729 | 4.71 | 3,047 | 26.08 | ||||
| 2025-07-30 | 13F | VCI 财富管理有限责任公司 | 7,742 | 9.44 | 1,410 | 25.67 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 76,004 | 20.68 | 13,024 | 58.85 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 775,336 | 2.65 | 141,212 | 17.78 | ||||
| 2025-06-26 | NP | FTQGX - 富达专注股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 548,000 | 62.61 | 93,905 | 114.02 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 174,944 | 4.04 | 31,863 | 19.38 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 273,935 | 2.00 | 46,942 | 34.25 | ||||
| 2025-07-29 | NP | Voya 全球优势及优质机会基金 | 4,374 | 87.16 | 790 | 117.96 | ||||
| 2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 10,582,098 | 3.70 | 1,813,348 | 36.48 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 5,345 | 973 | ||||||
| 2025-07-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 54,961 | 81.02 | 9,925 | 110.54 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 40,400 | 277.57 | 7,358 | 333.33 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 10,168 | 1,852 | ||||||
| 2025-07-24 | 13F | 汤普森投资管理公司 | 1,867 | 4.77 | 340 | 20.57 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 79,400 | 41.53 | 14,461 | 62.41 | |||
| 2025-08-05 | 13F | 密歇根州退休系统 | 423,258 | 0.36 | 77,088 | 15.15 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 1,690 | 8.33 | 308 | 24.29 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 245,700 | 16.34 | 44,749 | 33.49 | |||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 65,765 | 8.29 | 11,978 | 15.83 | ||||
| 2025-07-28 | NP | UGE - ProShares 超级消费品 | 2,560 | 88.93 | 462 | 120.00 | ||||
| 2025-07-14 | 13F | 西方资产管理有限责任公司 | 6,078 | 23.84 | 1,107 | 41.98 | ||||
| 2025-07-28 | NP | VBCVX - 系统价值基金 | 40,290 | 74.08 | 7,276 | 102.48 | ||||
| 2025-07-11 | 13F | Bond & Devick 金融网络公司 | 1,261 | 230 | ||||||
| 2025-07-23 | 13F | 圆景资本有限责任公司 | 2,645 | 1.89 | 482 | 16.75 | ||||
| 2025-08-11 | 13F | 十月效应有限公司 | 1,703 | 310 | ||||||
| 2025-05-27 | NP | NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund 零售类别股票 | 7,500 | 7.14 | 1,190 | 41.33 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 10,676,908 | 7.91 | 1,944,585 | 23.82 | ||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 100,805 | 19.31 | 18,360 | 36.91 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 61 | 190.48 | 11 | 266.67 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 2,645 | 9.12 | 482 | 25.26 | ||||
| 2025-07-25 | 13F | 缪菲尔德财富顾问有限公司 | 1,104 | 201 | ||||||
| 2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 93 | 9.41 | 17 | 23.08 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 87,586 | 6.10 | 15,952 | 21.74 | ||||
| 2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 6,712 | 5.52 | 1,222 | 21.11 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 11,279 | 18.01 | 2,069 | 36.39 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 522 | 95 | ||||||
| 2025-07-24 | 13F | 支付宝证券公司 | 31 | 3.33 | 6 | 25.00 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 2,753 | 18.15 | 501 | 35.77 | ||||
| 2025-07-29 | 13F | 伯福德兄弟公司 | 5,742 | 0.16 | 1,046 | 14.96 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 3,125 | 12.69 | 536 | 48.20 | ||||
| 2025-08-14 | 13F | Rip Road 资本合伙公司 | 14,200 | 2,586 | ||||||
| 2025-07-08 | 13F | IAM 咨询有限责任公司 | 3,696 | 0.11 | 673 | 14.85 | ||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 6,911 | 6.59 | 1,259 | 22.25 | ||||
| 2025-08-05 | 13F | 桥水顾问公司 | 6,981 | 3.87 | 1,136 | -0.70 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 3,176,001 | 2.04 | 578,445 | 17.08 | ||||
| 2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 169,980 | 94.75 | 30,958 | 123.48 | ||||
| 2025-08-07 | 13F | 坚决顾问有限责任公司 | 1,437 | 4.59 | 264 | 20.09 | ||||
| 2025-07-31 | 13F | WFA资产管理公司 | 2,317 | 1.36 | 235 | 11.96 | ||||
| 2025-07-10 | 13F | 财务管理网络公司 | 1,164 | 208 | ||||||
| 2025-08-27 | NP | BBIEX - Bridge Builder 国际股票基金 | 728,792 | 132,735 | ||||||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 5,460 | 0.09 | 994 | 14.91 | ||||
| 2025-07-08 | 13F | Heartwood 财富顾问有限责任公司 | 3,358 | 16.23 | 612 | 33.41 | ||||
| 2025-04-30 | 13F | 索福斯投资公司 | 109 | 1,111.11 | 17 | |||||
| 2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 2,878 | 524 | ||||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 1,450,258 | 28.22 | 264 | 47.49 | ||||
| 2025-07-28 | NP | ZIFRX-美国Beacon Ninety One国际特许经营基金R6类 | 1,870 | 25.25 | 338 | 45.89 | ||||
| 2025-07-22 | 13F | 阿尔塔财富顾问有限责任公司 | 1,257 | 229 | ||||||
| 2025-08-05 | 13F | 联邦退休投资有限责任公司 | 1,468 | 0.34 | 267 | 15.09 | ||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 5,647 | 11.58 | 1,028 | 28.02 | ||||
| 2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 76,000 | 13,842 | ||||||
| 2025-08-11 | 13F | 遗产顾问有限责任公司 | 19,672 | 3,583 | ||||||
| 2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 1,503 | 258 | ||||||
| 2025-08-28 | NP | ULVM - VictoryShares USAA MSCI 美国价值动量 ETF | 7,828 | 1,426 | ||||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 2,163 | 143.86 | 371 | 221.74 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 30,010 | 11.79 | 5,466 | 28.26 | ||||
| 2025-07-28 | NP | VAPPX - 资本增值基金 | 12,861 | 2,323 | ||||||
| 2025-06-27 | NP | CVLOX - Calamos 全球增长与收入基金 A 类 | 17,340 | 2,971 | ||||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 18,060 | 81.36 | 3,289 | 108.16 | ||||
| 2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 1,157 | 211 | ||||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 44,724 | 1.46 | 7,664 | 33.53 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 13,650 | 244.00 | 2,486 | 295.23 | ||||
| 2025-03-27 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 12,147 | 154.92 | 1,582 | 242.21 | ||||
| 2025-06-27 | NP | 信息 - Harbor PanAgora 动态大盘核心 ETF | 5,444 | 933 | ||||||
| 2025-08-14 | 13F | 指南针财富管理有限责任公司/GA | 7,014 | 1,277 | ||||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 53,860 | 0.64 | 9,810 | 15.47 | ||||
| 2025-07-09 | NP | Putnam ETF Trust - Putnam Focused Large Cap Value ETF - | 504,342 | 10.85 | 91,079 | 28.92 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 6,299 | 4.76 | 1,079 | 37.98 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 1,244 | 227 | ||||||
| 2025-06-18 | NP | HULIX - Huber Capital 股票收益基金投资者类别 | 117,259 | 4.45 | 20,094 | 37.47 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 4,711,600 | 7.44 | 858,124 | 23.28 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 25,817 | 3.31 | 4,702 | 18.56 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 11,279 | 25.04 | 2,054 | 43.54 | ||||
| 2025-07-22 | 13F | 杰默资产管理有限公司 | 1,803 | 0.50 | 328 | 15.49 | ||||
| 2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 85,200 | 4.28 | 15,517 | 19.66 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 10 | 2 | ||||||
| 2025-06-27 | NP | BIGY - YieldMax(TM) Target 12(TM) Big 50 期权收入 ETF | 407 | 16.62 | 70 | 53.33 | ||||
| 2025-06-26 | NP | JIJIX - 约翰汉考克国际动态增长基金类别资产净值 | 478,679 | 82,026 | ||||||
| 2025-06-30 | NP | XCLR - Global X S&P 500 Collar 95-110 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93 | 19.23 | 16 | 50.00 | ||||
| 2025-08-12 | 13F | 泛微咨询集团 | 1,350 | 2.12 | 246 | 17.22 | ||||
| 2025-08-25 | NP | QCVAX - Clearwater 国际基金 | 67,824 | 12,353 | ||||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 1,114 | 3.82 | 203 | 18.82 | ||||
| 2025-08-27 | NP | RYLIX - 休闲基金投资者类别 | 2,815 | 26.46 | 513 | 45.04 | ||||
| 2025-07-16 | 13F | MKT 顾问有限责任公司 | 3,306 | 0.46 | 587 | 17.91 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 8,197 | 29.11 | 1,493 | 48.26 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 3,233,938 | 0.34 | 588,972 | 15.15 | ||||
| 2025-08-14 | 13F | J.高盛公司 | 18,920 | 4.14 | 3,446 | 19.49 | ||||
| 2025-07-25 | 13F | M3 咨询集团有限责任公司 | 1,589 | 3.05 | 289 | 18.44 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 5,290 | 963 | ||||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 8,061 | 8.36 | 1,468 | 24.41 | ||||
| 2025-07-29 | 13F | Woodard & Co 资产管理集团公司 /adv | Call | 300 | 55 | |||||
| 2025-07-22 | 13F | MBL 财富有限责任公司 | 2,075 | 21.35 | 378 | 39.11 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 39,108 | 2.57 | 7,123 | 17.70 | ||||
| 2025-08-11 | 13F | Primecap 管理公司/ca/ | 915,300 | 599.24 | 166,704 | 702.34 | ||||
| 2025-08-14 | 13F | 投资公司 | 1,100 | 200 | ||||||
| 2025-07-25 | 13F | 萨瑟金融集团公司 | 4,205 | 766 | ||||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 16,325 | 166.53 | 2,973 | 205.86 | ||||
| 2025-08-13 | 13F | 精细财富管理公司 | 1,258 | 229 | ||||||
| 2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 4,119 | 2.85 | 688 | 8.19 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 79,232 | 14.85 | 14,309 | 33.57 | ||||
| 2025-07-09 | 13F | GSG 顾问有限责任公司 | 1,874 | 4.58 | 341 | 25.37 | ||||
| 2025-08-13 | 13F | 梅菲尔咨询集团有限责任公司 | 4,083 | 0.12 | 695 | 7.26 | ||||
| 2025-07-22 | 13F | 全球资产咨询有限责任公司 | 1,174 | 208 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 848,630 | 12.52 | 155 | 29.41 | ||||
| 2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 332,286 | 1.35 | 56,941 | 33.39 | ||||
| 2025-08-27 | NP | FAIEX - PFM 多经理国际股票基金机构类 | 28,840 | 5,253 | ||||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 9,860 | 6.10 | 1,796 | 21.69 | ||||
| 2025-08-07 | 13F | 简化资产管理公司 | 28,051 | 51.79 | 5,109 | 74.16 | ||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 1,923 | 350 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 75,727 | 4.17 | 13,792 | 19.53 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 5,200 | 947 | |||||
| 2025-08-01 | 13F | 梅希尔资本有限责任公司 | 3,505 | 4.41 | 638 | 19.92 | ||||
| 2025-03-27 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 39,864 | 46.19 | 5,190 | 43.45 | ||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 1,842 | 31.48 | 335 | 50.90 | ||||
| 2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 543,891 | 11.02 | 93,201 | 46.11 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 80,993 | 31.72 | 14,751 | 51.15 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 8,126 | 202.76 | 1,480 | 247.18 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 1,159 | 12,777.78 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 9,396 | 167.01 | 1,711 | 206.63 | ||||
| 2025-07-28 | 13F | 纳维特财富有限责任公司 | 6,412 | 206.79 | 1,172 | 258.41 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 7,040 | 48.84 | 1,282 | 70.93 | ||||
| 2025-07-14 | 13F | E&G 顾问有限合伙人 | 3,469 | 6.12 | 632 | 21.81 | ||||
| 2025-08-08 | 13F | KBC 集团 | 132,800 | 7.73 | 24 | 26.32 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,608 | 18.67 | 276 | 56.25 | ||||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 3,134 | 58.04 | 571 | 81.53 | ||||
| 2025-06-26 | NP | NEWFX - 新世界基金公司 A 类 | 610,632 | 24.90 | 104,638 | 64.39 | ||||
| 2025-07-18 | 13F | 影响资本合伙公司 | 15,901 | 3.77 | 2,896 | 19.08 | ||||
| 2025-07-14 | 13F | 金州股权合伙人 | 3,996 | 2.41 | 728 | 17.45 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 17,551 | 1.61 | 3,170 | 18.16 | ||||
| 2025-08-14 | 13F | 橡子财富顾问有限责任公司 | 1,375 | 0.81 | 250 | 15.74 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 13,787,849 | 1.13 | 2,511,181 | 16.04 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 193,594 | 99.07 | 35,259 | 128.42 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 3,993 | 7.86 | 727 | 23.85 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 19,714 | 60.51 | 3,591 | 84.20 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 5,000 | 911 | |||||
| 2025-08-08 | 13F | 维斯特科公司 | 114,991 | 68.30 | 21 | 100.00 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 336 | 61 | ||||||
| 2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 4,585 | 0.77 | 835 | 15.65 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 291,801 | 53,146 | ||||||
| 2025-07-02 | 13F | 资本市场策略有限责任公司 | 1,180 | 215 | ||||||
| 2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 21,833 | 1.89 | 3,976 | 16.91 | ||||
| 2025-08-14 | 13F | 松港财富管理有限责任公司 | 2,416 | 440 | ||||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 11,263 | 11.61 | 2,051 | 28.11 | ||||
| 2025-07-09 | 13F | PFW 顾问有限责任公司 | 1,166 | 212 | ||||||
| 2025-08-14 | 13F | 格拉尼与金有限责任公司 | 98 | 1.03 | 18 | 13.33 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 2,547 | 31.63 | 464 | 50.81 | ||||
| 2025-04-22 | 13F | 沈氏金融集团 | 5,783 | 0.10 | 918 | 31.00 | ||||
| 2025-08-05 | 13F | 德克萨斯银行与信托公司 | 1,173 | 214 | ||||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 2,782 | 0.61 | 507 | 15.53 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 11,401 | 2,076 | ||||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 18,635 | 342.11 | 3,394 | 403.41 | ||||
| 2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 1,996 | 21.63 | 364 | 39.62 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 1,692,192 | 75.86 | 308,199 | 101.78 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 97,180 | 108.95 | 17,699 | 139.76 | ||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 12,844 | 0.34 | 2,339 | 15.16 | ||||
| 2025-08-08 | 13F | 坎贝尔迪根财富管理有限责任公司 | 8,050 | 0.05 | 1,466 | 14.80 | ||||
| 2025-07-23 | 13F | 海山金融集团公司 | 1,102 | 201 | ||||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 449,300 | 73.21 | 81,831 | 98.74 | |||
| 2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金：A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 290,300 | 59.16 | 52,872 | 82.62 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 8,426,775 | 4.00 | 1,534,769 | 19.33 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 380,468 | 6.54 | 69,295 | 22.24 | ||||
| 2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 1,122 | 204 | ||||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 98,956 | 10.99 | 18,023 | 27.35 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 8,938 | 23.54 | 1,628 | 87.01 | ||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 581 | 4.68 | 106 | 19.32 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 38,393 | 2.39 | 6,992 | 17.49 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 14,688 | 215.13 | 2,675 | 261.98 | ||||
| 2025-07-29 | 13F | 西北象限财富管理有限责任公司 | 2,966 | 0.85 | 540 | 15.88 | ||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 1,761 | 0.74 | 321 | 15.52 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 199,498 | 3.13 | 31,666 | 36.02 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 14,057 | 0.58 | 2,560 | 15.42 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 363,785 | 8.17 | 66,256 | 24.11 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 10 | 100.00 | 2 | |||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 1,923 | 350 | ||||||
| 2025-08-12 | 13F | 勃朗特资本管理有限公司 | 541,101 | 4.38 | 111,169 | 15.21 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 5,806 | 8.77 | 1,032 | 22.16 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 307 | 49 | ||||||
| 2025-08-07 | 13F | 鼎石金融服务 | 11,140 | 1.68 | 2,029 | 16.74 | ||||
| 2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 56,144 | 3.00 | 9,621 | 35.55 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 7,600 | 12.58 | 1,384 | 29.23 | ||||
| 2025-08-15 | 13F | 剪刀尾财富管理有限责任公司 | 1,769 | 322 | ||||||
| 2025-08-04 | 13F | 双城私人财富有限责任公司 | 23,305 | 4.18 | 4,276 | 19.31 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 232,806 | 5.05 | 42,404 | 20.53 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 105,826 | 2.00 | 18,134 | 34.26 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 3,056 | 557 | ||||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 3,871 | 6.87 | 705 | 22.82 | ||||
| 2025-07-08 | 13F | 合伙财富管理有限责任公司 | 1,415 | 0.21 | 258 | 14.73 | ||||
| 2025-06-30 | NP | BDIV - AAM BRENTVIEW 股息增长 ETF | 900 | 66.67 | 154 | 120.00 | ||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 32 | 6 | ||||||
| 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 | 142,424 | 61.23 | 24,406 | 112.20 | ||||
| 2025-07-30 | 13F | Greatmark 投资伙伴公司 | 5,177 | 9.52 | 943 | 25.60 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 16,940 | 0.05 | 3,085 | 14.81 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 282,435 | 88.61 | 51,440 | 116.41 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 35,145 | 31.87 | 193 | 72.32 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Call | 118,600 | 5.42 | 21,601 | 20.96 | |||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 151,733 | 2.05 | 27,635 | 17.10 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 518,000 | 1,797.44 | 94,343 | 2,077.31 | |||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 150,300 | 140.10 | 27,374 | 175.50 | |||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 354,141 | 1.13 | 60,686 | 33.10 | ||||
| 2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 1,140 | 208 | ||||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 1,234,400 | 99.03 | 224,821 | 128.37 | |||
| 2025-07-29 | NP | FMCE-FM 复合股票 ETF | 11,234 | 2.88 | 2,029 | 19.65 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 97,465 | 4.13 | 17,751 | 19.48 | ||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 2,196 | 10.97 | 400 | 27.39 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 2,028 | 369 | ||||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 1,033 | 17.65 | 188 | 35.25 | ||||
| 2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 100 | 18 | ||||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 338,366 | 24.70 | 61,627 | 43.08 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 201,998 | 1.76 | 36,790 | 16.76 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 76,980 | 3.44 | 13,191 | 36.14 | ||||
| 2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,100 | 131.72 | 6,693 | 170.49 | ||||
| 2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 6,307 | 1,149 | ||||||
| 2025-08-13 | 13F | 世代资本管理有限公司 | 7,301 | 122.86 | 1,330 | 156.07 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 100,304 | 0.25 | 17,188 | 31.94 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 7,716 | 1.37 | 1,405 | 16.31 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 6,637 | 3.28 | 1,209 | 18.43 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 大盘成长指数投资组合 1 类 | 22,052 | 4.87 | 3,779 | 38.03 | ||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 6,206 | 1,130 | ||||||
| 2025-08-14 | 13F | 达美全球管理有限公司 | 250,994 | 45,714 | ||||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 109,981 | 4.44 | 20,031 | 19.83 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 82,051 | 121.22 | 14,944 | 153.83 | ||||
| 2025-07-28 | 13F | JGP 财富管理有限责任公司 | 1,108 | 202 | ||||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 38,116 | 22.92 | 6,942 | 41.07 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 213 | 91.89 | 39 | 123.53 | ||||
| 2025-08-01 | 13F | 亚历山大实验室有限公司 | 3,084 | 0.03 | 562 | 14.72 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 6,624 | 4.43 | 1,206 | 19.88 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 36,951 | 1.33 | 6,730 | 15.28 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 825 | 2.23 | 150 | 17.19 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 15,327 | 8.80 | 2,792 | 24.88 | ||||
| 2025-07-23 | 13F | SGL投资顾问有限公司 | 2,407 | 24.26 | 428 | 28.23 | ||||
| 2025-07-25 | NP | AFLG - First Trust Active Factor 大盘 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 | 17,892 | 53.63 | 3,231 | 78.71 | ||||
| 2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 16,419 | 0.40 | 2,990 | 15.22 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 163,117 | 0.56 | 29,708 | 15.38 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 4,802 | 0.86 | 875 | 15.76 | ||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 1,453 | 265 | ||||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 10,376 | 1.26 | 1,890 | 16.17 | ||||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 6,659 | 17.59 | 1,213 | 34.97 | ||||
| 2025-07-16 | 13F | 牛顿一投资有限责任公司 | 855 | 0.35 | 156 | 14.81 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 450,600 | 173.26 | 82,068 | 213.54 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 151,300 | 29.32 | 27,556 | 48.38 | |||
| 2025-05-15 | 13F | 乐天投资管理公司 | 142,115 | 61.32 | 22,051 | 107.51 | ||||
| 2025-08-14 | 13F | 采石场LP | 1,742 | 294.12 | 317 | 352.86 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 5,765 | 15.69 | 1,050 | 32.91 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 126,289 | 24.55 | 22,963 | 45.82 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 15,363 | 2.54 | 2,798 | 17.62 | ||||
| 2025-08-05 | 13F | 战略金融概念有限责任公司 | 3,309 | 156.71 | 603 | 195.10 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 165,798 | 0.40 | 29,941 | 16.77 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 930,150 | 137.66 | 169,408 | 172.70 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 44,900 | 304.50 | 8,178 | 364.34 | |||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 65,100 | 251.89 | 11,857 | 303.81 | |||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 361 | 90.00 | 66 | 116.67 | ||||
| 2025-08-26 | NP | NMMEX - Active M 新兴市场股票基金 | 980 | 178 | ||||||
| 2025-07-28 | NP | NBHAX - Neuberger Berman A 类股票收益基金 | 90,576 | 12.88 | 16,357 | 31.29 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 59,827 | 5.91 | 10,896 | 21.53 | ||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 14,455 | 58.55 | 2,633 | 81.89 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 114,200 | 37.92 | 20,799 | 58.26 | ||||
| 2025-08-06 | 13F | Aspetuck 财务管理有限责任公司 | 1,200 | 219 | ||||||
| 2025-08-12 | 13F | 国家信托银行 | 302 | 115.71 | 55 | 150.00 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 7,756 | 1,413 | ||||||
| 2025-07-16 | 13F | 五大洋顾问 | 2,081 | 0.58 | 379 | 15.55 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 3,952 | 211.18 | 720 | 257.71 | ||||
| 2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 2,092 | 381 | ||||||
| 2025-08-28 | NP | IDVO - 扩大国际增强股息收入 ETF | 52,079 | 91.66 | 9,485 | 119.92 | ||||
| 2025-08-26 | NP | NOLVX - 北方大盘价值基金 | 1,084 | 197 | ||||||
| 2025-07-16 | 13F | 独立财富网络公司 | 1,762 | 4.69 | 321 | 19.85 | ||||
| 2025-07-25 | NP | ILGGX - 哥伦比亚综合大盘成长基金机构类 | 8,050 | 1,454 | ||||||
| 2025-07-28 | NP | SPMO - Invesco S&P 500 Momentum ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 856,087 | 4,651.55 | 154,601 | 8,888.37 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 88,216 | 117.51 | 16,067 | 149.59 | ||||
| 2025-08-15 | 13F | DCM 顾问有限责任公司 | 24,441 | 8.41 | 4,451 | 24.54 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 498 | 74.13 | 91 | 100.00 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,320 | 42.19 | 6,017 | 65.39 | ||||
| 2025-08-08 | 13F | 凯恩投资管理有限公司 | 3,848 | 701 | ||||||
| 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 | 7,846 | 23.40 | 1,429 | 41.53 | ||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 7,454 | 0.27 | 1,358 | 15.10 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 4,453 | 7.33 | 763 | 41.30 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 142,857,055 | 1.59 | 26,018,555 | 16.57 | ||||
| 2025-08-15 | 13F | Puff 财富管理有限责任公司 | 1,156 | 210 | ||||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 15,967 | 0.05 | 2,534 | 31.98 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 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 | 841,252 | 34.27 | 151,922 | 56.15 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 11,270 | 4.01 | 2,038 | 22.27 | ||||
| 2025-07-17 | 13F | 非凡美分投资有限责任公司 | 5,666 | 1.09 | 1,032 | 15.97 | ||||
| 2025-07-23 | 13F | 钛信托公司 | 5,453 | 7.77 | 993 | 23.66 | ||||
| 2025-06-26 | NP | Elevation Series Trust - Opal 国际股息收入 ETF | 11,142 | 89.10 | 1,909 | 148.89 | ||||
| 2025-08-12 | 13F | JL 班布里奇公司 | 3,384 | 0.48 | 616 | 15.36 | ||||
| 2025-07-08 | 13F | 利夫斯伯格财务咨询 | 584 | 106 | ||||||
| 2025-08-07 | 13F | FDx 顾问公司 | 7,318 | 145.24 | 1 | |||||
| 2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 115,200 | 20,981 | ||||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 26,635 | 21.54 | 4,851 | 38.45 | ||||
| 2025-07-08 | 13F | 贝克埃利斯资产管理有限责任公司 | 1,100 | 200 | ||||||
| 2025-08-28 | NP | WLCTX - 威尔希尔国际股票基金投资类别 | 11,275 | 2,054 | ||||||
| 2025-06-24 | NP | PGEOX - 波士顿乔治普特南基金 A 类股 | 50,504 | 8,654 | ||||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 107,577 | 19,593 | ||||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 69,787 | 379.80 | 12,710 | 450.69 | ||||
| 2025-08-08 | 13F | 斯库拉蒂财富管理有限责任公司 | 1,200 | 219 | ||||||
| 2025-08-13 | 13F | 万博特联合有限责任公司 | 6,234 | 0.14 | 1,107 | 12.40 | ||||
| 2025-07-07 | 13F | 加速投资顾问有限责任公司 | 1,528 | 8.22 | 278 | 24.11 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 64,236 | 73.46 | 12 | 120.00 | ||||
| 2025-08-13 | 13F | Wealthedge 投资顾问有限公司 | 2,796 | 0.90 | 509 | 15.95 | ||||
| 2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 4,256 | 48.66 | 775 | 70.70 | ||||
| 2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 315,023 | 4.04 | 57,375 | 19.38 | ||||
| 2025-08-13 | 13F | 顶点规划合作伙伴有限责任公司 | 1,130 | 206 | ||||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 29,530 | 5,378 | ||||||
| 2025-08-11 | 13F | 多尔西赖特事务所 | 36,169 | 44.82 | 6,587 | 66.17 | ||||
| 2025-07-07 | 13F | OMNI 360 财富公司 | 1,772 | 323 | ||||||
| 2025-08-15 | 13F | 摩根士丹利 | 21,734,004 | 1.82 | 3,958,414 | 16.83 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 6,904 | 0.01 | 1,258 | 14.79 | ||||
| 2025-08-15 | 13F | 蓝边资本有限责任公司 | 3,110 | 0.10 | 566 | 14.81 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 24,600 | 969.57 | 4,480 | 1,127.40 | |||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 490,589 | 1.17 | 89,323 | 16.04 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 228,553 | 0.92 | 41,618 | 15.85 | ||||
| 2025-06-26 | NP | FWWFX - 富达环球基金 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 | 299,000 | 99.33 | 51,237 | 162.35 | ||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 1,971 | 1,502.44 | 359 | 1,784.21 | ||||
| 2025-07-23 | 13F | 莫顿资本管理有限责任公司/加利福尼亚州 | 1,869 | 0.38 | 340 | 15.25 | ||||
| 2025-08-05 | 13F | 艾利克西姆财富有限责任公司 | 6,236 | 60.51 | 1,136 | 84.25 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 45,323 | 69.57 | 8,252 | 94.60 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 48,051 | 0.74 | 8,234 | 32.59 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 12,476 | 370.44 | 2,272 | 440.95 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 157,900 | 1.97 | 28,758 | 17.01 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 115,504 | 39.02 | 21,160 | 59.16 | ||||
| 2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 1,729 | 0.29 | 315 | 15.02 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 10,700 | 1,949 | |||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 1,163 | 0.87 | 212 | 15.30 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 44,182,707 | 2.27 | 8,046,996 | 17.34 | ||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 2,938 | 0.69 | 535 | 15.55 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 2,596 | 3.63 | 473 | 18.89 | ||||
| 2025-08-12 | 13F | 乔特投资顾问公司 | 5,029 | 17.42 | 916 | 34.76 | ||||
| 2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 130,285 | 103.74 | 22,326 | 163.11 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 208,175 | 8.23 | 37,915 | 24.19 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 1,256 | 230 | ||||||
| 2025-08-01 | 13F | 博尔特豪斯投资有限责任公司 | 2,096 | 382 | ||||||
| 2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 1,934 | 0.47 | 352 | 15.41 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 12,744 | 6.26 | 2,321 | 21.97 | ||||
| 2025-07-10 | 13F | 赫洛财富管理集团有限公司 | 3,271 | 0.03 | 596 | 14.64 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 65,951 | 1.84 | 11,301 | 34.04 | ||||
| 2025-08-15 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 25,043 | 315.58 | 4,561 | 377.09 | ||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 29,600 | 38.31 | 5,391 | 58.75 | ||||
| 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 | 710,489 | 1.35 | 121,749 | 33.39 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 59,101 | 5.17 | 10,764 | 20.67 | ||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 6,185 | 293.70 | 1,127 | 352.21 | ||||
| 2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 89,988 | 0.98 | 15,420 | 32.91 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 6,299 | 3.18 | 1,147 | 18.37 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 9,245 | 32.96 | 1,684 | 52.58 | ||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 21,330 | 39.28 | 3,885 | 59.84 | ||||
| 2025-07-18 | 13F | 维吉拉尔财富管理 | 3,306 | 114.26 | 602 | 146.72 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 86,695 | 15.51 | 15,790 | 32.54 | ||||
| 2025-08-06 | 13F | NVWM有限公司 | 341 | 0.59 | 62 | 16.98 | ||||
| 2025-05-28 | NP | INTX - Ariel 国际基金投资者类别 | 13,561 | 2.21 | 2,153 | 34.84 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 326,748 | 18.16 | 59,511 | 35.58 | ||||
| 2025-08-08 | 13F | Keyvanage Wealth, Llc | 2,039 | 33.70 | 371 | 53.31 | ||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 594 | 35.93 | 108 | 56.52 | ||||
| 2025-07-25 | 13F | 赛普拉斯资本集团 | 50,200 | 4.05 | 9,143 | 19.39 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 1,869,000 | 17.24 | 340,401 | 34.52 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 909,229 | 237.83 | 165,598 | 287.63 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 1,215,100 | 80.93 | 221,306 | 107.60 | |||
| 2025-07-15 | 13F | 全面财富规划有限公司 | 1,700 | 310 | ||||||
| 2025-08-14 | 13F | 金融策略集团公司 | 2,327 | 1.79 | 419 | 14.52 | ||||
| 2025-07-22 | 13F | 华威投资管理公司 | 1,965 | 9.05 | 358 | 24.83 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 41,571 | 44.25 | 7,571 | 65.52 | ||||
| 2025-06-26 | NP | GLOF - iShares Edge MSCI 多因子全球 ETF | 2,449 | 16.12 | 420 | 52.92 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 1,240 | 14.08 | 226 | 33.93 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 118,716 | 0.41 | 21,622 | 15.21 | ||||
| 2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 2,135 | 1.62 | 389 | 16.52 | ||||
| 2025-08-15 | 13F | 战略投资顾问/MI | 3,124 | 569 | ||||||
| 2025-07-29 | 13F | 卡顿伍德资本顾问有限公司 | 2,711 | 0.26 | 494 | 14.92 | ||||
| 2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 1,287 | 0.86 | 235 | 15.84 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 72,023 | 272.19 | 13,007 | 272.24 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 11,638 | 3.54 | 2,120 | 18.78 | ||||
| 2025-08-25 | NP | IGAAX - 国际成长和收益基金 A 类 | 1,202,405 | 1.01 | 218,994 | 15.90 | ||||
| 2025-08-25 | NP | ANWPX - 新视角基金A类 | 8,349,263 | 0.70 | 1,520,651 | 15.54 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 8,623 | 178.61 | 1,571 | 219.76 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 12,419 | 2,262 | ||||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 3,209 | 19.74 | 584 | 37.41 | ||||
| 2025-08-14 | NP | FLDOX - 适度配置基金零售类 | 3,771 | 29.86 | 687 | 49.13 | ||||
| 2025-08-14 | NP | FLFGX - 全球配置基金零售类 | 576 | 12.50 | 105 | 28.40 | ||||
| 2025-08-11 | 13F | 阿维索财富管理 | 4,279 | 6.44 | 779 | 22.10 | ||||
| 2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 1,308 | 238 | ||||||
| 2025-08-26 | NP | RBB 基金公司 - SGI 增强型市场领先者 ETF | 12,640 | 2,302 | ||||||
| 2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 57 | 10 | ||||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 27,634 | 31.42 | 5,033 | 50.79 | ||||
| 2025-08-14 | NP | FLDFX - 平衡基金零售类 | 13,587 | 25.82 | 2,475 | 44.34 | ||||
| 2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 21,011 | 320.22 | 3,827 | 382.47 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 41,035 | 28.38 | 7,474 | 47.31 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 49,457 | 20.36 | 9,008 | 82.14 | ||||
| 2025-08-04 | 13F | IMS投资管理服务有限公司分析师 | 9,110 | 3.57 | 2 | 0.00 | ||||
| 2025-08-18 | 13F | 惠灵顿资本管理公司 | 3,067 | 1 | ||||||
| 2025-08-14 | 13F | 七英里咨询 | 3,310 | 6.53 | 603 | 22.11 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 11,681 | 33.56 | 2,128 | 53.24 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 13,913 | 10.18 | 2,534 | 26.40 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 2,138,118 | 88.86 | 389,415 | 116.71 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 23,124 | 8.95 | 4,212 | 25.03 | ||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 29,986 | 4.56 | 5,461 | 19.97 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 217,226 | 39,563 | ||||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 9,931 | 8.68 | 1,809 | 24.69 | ||||
| 2025-08-06 | 13F | 范式资产管理有限公司 | 19,300 | 135.37 | 3,515 | 170.18 | ||||
| 2025-08-28 | NP | Elevation Series Trust - Opal股息收入ETF | 60,465 | 11,012 | ||||||
| 2025-06-26 | NP | DYNF - 贝莱德美国股票因子轮换 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 | 333,727 | 30,128.89 | 57,187 | 56,520.79 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 5,651 | 1,029 | ||||||
| 2025-07-24 | NP | FCGSX - 富达系列成长公司基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 901,000 | 8.82 | 162,712 | 26.55 | ||||
| 2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 5,316 | 30.94 | 968 | 50.31 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 32,483 | 40.57 | 5,916 | 61.33 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 37,170 | 6.93 | 6,369 | 40.75 | ||||
| 2025-08-14 | 13F/A | 最前沿分析有限责任公司 | 1,413 | 0.86 | 257 | 15.77 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 7,472 | 102.22 | 1,371 | 131.81 | ||||
| 2025-07-31 | 13F | Wealthfront 顾问有限公司 | 210,530 | 7.80 | 38,344 | 23.69 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 34,497 | 25.34 | 6,283 | 43.82 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 2,349,573 | 0.99 | 427,928 | 15.88 | ||||
| 2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 2,309 | 17.15 | 421 | 34.62 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林收入焦点 ETF | 49,721 | 20.70 | 9,056 | 38.50 | ||||
| 2025-06-23 | NP | LGPIX - 大盘成长型基金投资者类别 | 1,789 | 108.27 | 307 | 175.68 | ||||
| 2025-06-27 | NP | 卡拉莫斯全球动态收入基金 | 23,310 | 3,994 | ||||||
| 2025-08-28 | NP | SRFMX - Sarofim 股票基金 | 5,000 | 4.95 | 911 | 108.72 | ||||
| 2025-08-13 | 13F | 智能财富有限责任公司 | 7,950 | 1,448 | ||||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 525,439 | 0.08 | 95,698 | 14.83 | ||||
| 2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 20,770 | 3,783 | ||||||
| 2025-08-14 | 13F | 艾尔伍德资本合伙公司 | Call | 12,500 | 2,400.00 | 2,277 | -71.32 | |||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 1,638,902 | 679.11 | 298 | 803.03 | ||||
| 2025-07-23 | 13F | 驾驶室咨询集团有限责任公司 | 3,862 | 1.18 | 704 | 16.20 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 81,582 | 10.09 | 13,383 | 13.78 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 41,172 | 0.11 | 7,499 | 14.88 | ||||
| 2025-07-09 | 13F | 圣路易斯财务规划师资产管理有限责任公司 | 13,383 | 2,437 | ||||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 140,935 | 5.37 | 25,669 | 20.90 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 1,840 | 5.93 | 335 | 21.82 | ||||
| 2025-07-16 | 13F | 卡哈巴财富管理公司 | 1,292 | 1.25 | 235 | 16.34 | ||||
| 2025-08-18 | 13F | 第二线资本有限责任公司 | 1,338 | 4.78 | 245 | 20.10 | ||||
| 2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 313,910 | 47.00 | 53,792 | 93.47 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 48,500 | 208.92 | 8,833 | 254.45 | |||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 2,221 | 27.35 | 405 | 46.38 | ||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 1,711 | 312 | ||||||
| 2025-08-11 | 13F | 花旗集团 | 1,624,966 | 6.19 | 295,955 | 21.84 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 17,739 | 14.70 | 3,231 | 31.62 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 112,489 | 0.22 | 20,488 | 15.00 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 6,725,857 | 12.25 | 1,224,980 | 28.79 | ||||
| 2025-08-11 | 13F | 花旗集团 | Put | 618,600 | 214.01 | 112,666 | 260.31 | |||
| 2025-08-22 | NP | 基石总回报基金公司 | 27,800 | 20.35 | 5,063 | 38.11 | ||||
| 2025-08-12 | 13F | 加勒特财富咨询集团有限责任公司 | 3,104 | 2.17 | 565 | 17.22 | ||||
| 2025-07-24 | 13F | 全面财富规划与管理有限公司 | 1,100 | 200 | ||||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 13,545 | 6.25 | 2,467 | 21.90 | ||||
| 2025-08-12 | 13F | 爱荷华州财富顾问有限责任公司 | 1,638 | 0.18 | 298 | 15.06 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 59,964 | 0.65 | 10,921 | 15.49 | ||||
| 2025-08-05 | 13F | 基准金融财富顾问有限责任公司 | 2,566 | 2.15 | 467 | 17.34 | ||||
| 2025-07-25 | 13F | 橡子溪资本有限责任公司 | 1,756 | 1.80 | 320 | 16.85 | ||||
| 2025-08-01 | 13F | 愿景金融市场有限责任公司 | 3,922 | 283.76 | 714 | 340.74 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 165 | 266.67 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 15,676 | 0.65 | 2,855 | 15.49 | ||||
| 2025-07-25 | NP | BRUDX - MFS 混合研究价值股票基金 A | 21,039 | 0.95 | 3,799 | 17.40 | ||||
| 2025-08-04 | 13F | 西弗森斯特雷格公司 | 2,798 | 510 | ||||||
| 2025-07-28 | NP | SWP - SWP 增长与收入 ETF | 15,093 | 5.72 | 2,726 | 22.97 | ||||
| 2025-08-06 | 13F | 云资本管理有限责任公司 | 1,935 | 137.42 | 0 | |||||
| 2025-08-12 | 13F | CFC 规划有限公司 | 23,609 | 14.75 | 4,300 | 31.67 | ||||
| 2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 13,988 | 1.86 | 2,279 | 9.83 | ||||
| 2025-07-23 | 13F | Intergy 私人财富有限责任公司 | 2,227 | 28.14 | 406 | 47.27 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 国际增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,581 | 0.91 | 5,023 | 15.79 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 5,712 | 7.77 | 1,040 | 23.66 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 328,000 | 163.67 | 59,739 | 202.53 | |||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 83,000 | 59.92 | 15,117 | 83.49 | |||
| 2025-08-05 | 13F | 卡森咨询公司 | 3,949 | 0.03 | 719 | 14.86 | ||||
| 2025-07-23 | 13F | Cortland Associates Inc/月 | 144,061 | 0.78 | 26,238 | 15.64 | ||||
| 2025-07-24 | 13F | 游戏计划财务顾问有限责任公司 | 8,325 | 9.40 | 1,516 | 25.60 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 9,099 | 1.27 | 1,657 | 16.20 | ||||
| 2025-08-12 | 13F | 无畏资本管理公司 | 21,699 | 15.94 | 3,952 | 33.06 | ||||
| 2025-08-05 | 13F | 下一个资本管理有限责任公司 | 7,588 | 3.35 | 1,382 | 18.63 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 563,903 | 3.94 | 102,704 | 19.27 | ||||
| 2025-08-06 | 13F | Ethos金融集团有限责任公司 | 1,567 | 288 | ||||||
| 2025-07-22 | 13F | 资本顾问公司/ok | 7,180 | 0.76 | 1,308 | 15.56 | ||||
| 2025-08-07 | 13F | 罗林斯财务顾问有限责任公司 | 1,270 | 0.16 | 231 | 14.93 | ||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 1,141,371 | 270.59 | 207,878 | 325.22 | ||||
| 2025-07-29 | 13F | 第一银行公司 /ME/ | 2,318 | 2.52 | 422 | 17.88 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 7,273 | 27.06 | 1,334 | 45.63 | ||||
| 2025-08-14 | 13F | 道富银行 | 55,831,655 | 1.59 | 10,243,429 | 16.45 | ||||
| 2025-07-10 | 13F | 阿克菲尔德财富策略有限责任公司 | 1,302 | 236 | ||||||
| 2025-06-26 | 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 | 1,554,603 | 170.93 | 266,397 | 256.58 | ||||
| 2025-08-12 | 13F | 新世界顾问有限责任公司 | 1,238 | 225 | ||||||
| 2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 51,697,845 | 6.56 | 9,415,734 | 22.27 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达国际股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,200 | 17.72 | 7,139 | 35.08 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 942 | 0.64 | 172 | 15.54 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 2,295 | 3.15 | 418 | 14.25 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 4,876 | 35.22 | 888 | 55.24 | ||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 2,610 | 0.62 | 475 | 15.57 | ||||
| 2025-07-23 | 13F | SpringVest财富管理有限公司 | 1,622 | 2.79 | 298 | 17.86 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 304,929 | 16,373.74 | 55,537 | 18,854.27 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 629 | 86.09 | 115 | 115.09 | ||||
| 2025-08-14 | 13F | 帕克伍德有限责任公司 | 157,746 | 114.90 | 29 | 154.55 | ||||
| 2025-07-16 | 13F | 肯尼迪投资集团 | 4,747 | 2.33 | 865 | 17.39 | ||||
| 2025-07-24 | NP | FADAX - 富达顾问股息增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 141,800 | 2.90 | 25,608 | 19.68 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 9,167 | 9.09 | 1,670 | 25.21 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 8,540 | 0.28 | 1,555 | 15.10 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 150 | 11.94 | 27 | 28.57 | ||||
| 2025-06-24 | NP | PNRAX - 普特南研究基金 A 类股票 | 21,635 | 3,707 | ||||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 50,012 | 1.06 | 9,109 | 15.97 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 3,728 | 6.73 | 679 | 22.56 | ||||
| 2025-08-13 | 13F | 黑钻财富管理公司 | 2,287 | 21.33 | 406 | 27.27 | ||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 7,836 | 14.59 | 1,427 | 31.52 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 35,900 | 955.88 | 6,538 | 1,112.99 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 13,037 | 8.02 | 2,374 | 23.97 | ||||
| 2025-06-26 | NP | USCGX - 资本增长基金 | 33,903 | 8.97 | 5,810 | 43.43 | ||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 4,298 | 4.35 | 783 | 19.75 | ||||
| 2025-07-29 | 13F | 乌尔曼普莱斯证券有限责任公司 | 1,221 | 222 | ||||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 57,796 | 0.04 | 10,526 | 14.79 | ||||
| 2025-07-23 | 13F | 佳能财富管理服务有限公司 | 1,840 | 0.27 | 335 | 4.36 | ||||
| 2025-08-13 | 13F | 财务自由有限责任公司 | 154 | 0.65 | 28 | 16.67 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 141,757 | 24.17 | 25,818 | 42.48 | ||||
| 2025-07-31 | 13F | Tandem 投资顾问公司 | 2,106 | 1.20 | 0 | |||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 53,017 | 9,656 | ||||||
| 2025-07-25 | 13F | SPC 金融公司 | 4,173 | 0.48 | 760 | 15.33 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 217 | 21.23 | 40 | 39.29 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 38,763 | 0.40 | 7,000 | 16.76 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 6,816 | 124.14 | 1,241 | 157.47 | ||||
| 2025-07-18 | 13F | BCU 财富顾问有限责任公司 | 2,054 | 0.29 | 374 | 15.08 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 175,807 | 24.94 | 32,228 | 43.17 | ||||
| 2025-08-14 | 13F | 纳帕财富管理 | 15,466 | 922.88 | 2,817 | 1,073.33 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 29,269 | 11.27 | 5,331 | 27.66 | ||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 7,808 | 446.40 | 1,424 | 524.12 | ||||
| 2025-07-15 | 13F | 西格内特财务管理有限公司 | 1,374 | 2.31 | 250 | 17.37 | ||||
| 2025-08-12 | 13F | 磁石财富管理有限责任公司 | 1,255 | 229 | ||||||
| 2025-07-14 | 13F | CJM财富顾问有限公司 | 1,104 | 201 | ||||||
| 2025-08-14 | 13F | 亚里士多德资本管理有限公司 | 1,314 | 0.08 | 239 | 14.90 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 2,637 | 1.42 | 480 | 16.50 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 2,903 | 0.07 | 529 | 14.78 | ||||
| 2025-08-13 | 13F | 洛克波特财富有限责任公司 | 1,342 | 244 | ||||||
| 2025-08-08 | 13F | 真点公司 | 1,165 | 212 | ||||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 120,940 | 22,027 | ||||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 1,100 | 120.00 | 200 | 153.16 | |||
| 2025-08-13 | 13F | 华人文化金融集团 | 1,596 | 291 | ||||||
| 2025-07-25 | 13F | Ball & Co 财富管理公司 | 313 | 0.97 | 0 | |||||
| 2025-07-17 | 13F | 梅尔法财富管理有限公司 | 1,119 | 204 | ||||||
| 2025-08-06 | 13F | 双创资本管理公司 | 1,480 | 270 | ||||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 6,102 | 44.36 | 1,111 | 65.82 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 8,111 | 8.28 | 1,477 | 24.22 | ||||
| 2025-07-18 | 13F | Generali Investments CEE，一家投资公司， | 30,008 | 0.66 | 5,465 | 15.49 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 30,353 | 31.60 | 5,528 | 51.00 | ||||
| 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 | 252,795 | 11.56 | 43,319 | 44.07 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 712 | 129 | ||||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 4,660 | 37.06 | 849 | 57.33 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 63,082 | 44.03 | 11 | 83.33 | ||||
| 2025-08-07 | 13F | 基调金融服务有限公司 | 6,687 | 0.75 | 1,218 | 15.57 | ||||
| 2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 12,870 | 30.14 | 2,345 | 49.39 | ||||
| 2025-08-07 | 13F | 摩纳哥资产管理 SAM | Put | 15,700 | 2,859 | |||||
| 2025-07-25 | 13F | 联邦金融服务有限责任公司 | 2,825 | 3.40 | 515 | 18.71 | ||||
| 2025-09-03 | 13F | 美国信托 | 1,844 | 336 | ||||||
| 2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 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 | 5,821,585 | 117.47 | 1,051,320 | 152.92 | ||||
| 2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 1,327 | 242 | ||||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 1,016 | 7.06 | 183 | 24.49 | ||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 4,483 | 0.04 | 816 | 14.77 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 26,267 | 0.85 | 4,784 | 15.70 | ||||
| 2025-08-07 | 13F | 梅波特有限公司 | 1,331 | 242 | ||||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 1,313 | 3.22 | 239 | 18.91 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 28,051 | 45.94 | 5,109 | 67.48 | ||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 9,424 | 0.45 | 1,716 | 15.25 | ||||
| 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 | 34,566 | 5.87 | 6,296 | 21.48 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 33,724 | 26.47 | 6,142 | 45.72 | ||||
| 2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 204 | 37 | ||||||
| 2025-08-05 | 13F | 美国高级投资管理研究所有限责任合伙 | 1,726 | 11.28 | 314 | 27.64 | ||||
| 2025-07-29 | NP | FEOE - First Eagle 海外股票 ETF | 7,176 | 453.70 | 1,296 | 544.28 | ||||
| 2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 94,101 | 67.95 | 17,139 | 92.71 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 362,312 | 124.97 | 65,988 | 158.13 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 8,953 | 461.67 | 1,631 | 544.27 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 8,356 | 29.23 | 1,509 | 50.30 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 191,522 | 1.97 | 34,882 | 17.00 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 9,538 | 7.73 | 1,737 | 23.63 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 37,622 | 20.06 | 6,852 | 37.76 | ||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 1,584 | 288 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 39,629 | 5.15 | 6,791 | 38.40 | ||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 4,786 | 23.54 | 872 | 41.86 | ||||
| 2025-07-10 | 13F | 传统金融策略有限责任公司 | 1,649 | 300 | ||||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 6,506 | 1,185 | ||||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 108,600 | 1,570.77 | 19,779 | 1,818.43 | |||
| 2025-07-01 | 13F | 私人客户服务有限公司 | 3,821 | 33.79 | 696 | 53.42 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 43,617 | 10.09 | 7,944 | 26.32 | ||||
| 2025-07-23 | 13F | TPG 财务顾问有限责任公司 | 1,328 | 1.92 | 242 | 16.99 | ||||
| 2025-07-29 | 13F | 天鹅全球投资有限公司 | 1,554 | 16.49 | 283 | 34.12 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 9,065 | 31.05 | 1,651 | 50.50 | ||||
| 2025-07-24 | 13F | 利奥财富有限责任公司 | 5,935 | 61.98 | 1,081 | 85.89 | ||||
| 2025-08-12 | 13F | 万国数据财富管理 | 1,790 | 11.60 | 326 | 28.35 | ||||
| 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 | 29,323 | 5,295 | ||||||
| 2025-08-13 | 13F | 胜利金融集团有限公司 | 9,796 | 82.90 | 1,784 | 98.44 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 40,255 | 14.62 | 7,332 | 31.52 | ||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 114,492 | 109.19 | 20,676 | 143.30 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 23,794 | 8.13 | 4,334 | 24.08 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 2,559 | 6.85 | 466 | 22.63 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 315 | 15.81 | 57 | 32.56 | ||||
| 2025-08-13 | 13F | 莱斯利全球财富有限责任公司 | 4,022 | 733 | ||||||
| 2025-08-14 | 13F | 迈文证券有限公司 | 3,447 | 628 | ||||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 5,500 | 1,002 | |||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 26,200 | 9.62 | 4,772 | 25.78 | |||
| 2025-07-15 | 13F | 凯利金融集团有限公司 | 1,812 | 10.83 | 330 | 27.03 | ||||
| 2025-08-22 | NP | FGRTX - 富达巨型股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 155,200 | 1.37 | 28,267 | 16.32 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 20,402 | 10.38 | 3,716 | 26.66 | ||||
| 2025-08-05 | 13F | Optimise 咨询服务有限公司 | 1,901 | 346 | ||||||
| 2025-07-31 | 13F | 猎户座资本管理有限公司 | 2,616 | 0.23 | 476 | 14.98 | ||||
| 2025-08-11 | 13F | 根金融合作伙伴有限责任公司 | 1,366 | 249 | ||||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 140 | 25 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 21,868 | 5.47 | 3,983 | 21.03 | ||||
| 2025-07-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 52,996 | 2.43 | 9,652 | 17.54 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 9,761 | 30.95 | 1,778 | 50.21 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 225 | 9.22 | 41 | 25.00 | ||||
| 2025-08-15 | NP | USMC - 主要美国巨型股多因素指数 ETF | 425,810 | 77,553 | ||||||
| 2025-06-24 | NP | 创新者ETF信托 - 创新者股票溢价收益 - 每日看跌期权ETF | 82 | 14 | ||||||
| 2025-07-31 | 13F | 普伦蒂斯财富管理有限责任公司 | 1,969 | 30.66 | 359 | 49.79 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 75,674 | 4.43 | 13,783 | 19.82 | ||||
| 2025-08-07 | 13F | 卡希尔财务顾问公司 | 2,694 | 0.22 | 491 | 15.02 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 106,021 | 8.79 | 13,804 | 23.00 | ||||
| 2025-07-15 | 13F | 中心线财富顾问有限公司 | 1,205 | 219 | ||||||
| 2025-08-07 | 13F | 源源AM有限责任公司 | 2,085 | 42.03 | 380 | 63.36 | ||||
| 2025-08-08 | 13F | 安全金融服务公司 | 2,551 | 11.74 | 465 | 28.18 | ||||
| 2025-07-10 | 13F | 向日葵银行，NA | 2,760 | 6.56 | 503 | 22.14 | ||||
| 2025-08-14 | 13F | 圆财富管理有限公司 | 5,155 | 2.40 | 939 | 17.40 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 3,379,196 | 12.56 | 612,682 | 29.35 | ||||
| 2025-08-14 | 13F | 哈里斯联合有限合伙人 | 5,099 | 8.49 | 929 | 24.40 | ||||
| 2025-07-29 | 13F | 银橡财富管理有限责任公司 | 2,121 | 0.14 | 386 | 14.88 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 197,895 | 14.13 | 36,043 | 30.96 | ||||
| 2025-07-29 | NP | FEGE-First Eagle全球股票ETF | 37,837 | 106.47 | 6,833 | 140.14 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 85 | 117.95 | 15 | 150.00 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 9,200 | 2.22 | 1,676 | 17.30 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 4,176 | 38.60 | 761 | 59.00 | ||||
| 2025-07-25 | NP | MFSG-MFS主动增长ETF | 9,954 | 527.22 | 1,798 | 630.49 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 107,106 | 263.27 | 19,507 | 316.91 | ||||
| 2025-07-17 | 13F | 斯巴达计划与财富管理 | 3,302 | 13.12 | 601 | 29.81 | ||||
| 2025-06-23 | NP | IYK - iShares 美国消费品 ETF | 933,755 | 11.60 | 160,008 | 46.88 | ||||
| 2025-08-05 | 13F | 韦克菲尔德资产管理有限责任公司 | 1,918 | 349 | ||||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 37,698 | 288.56 | 6,504 | 321.79 | ||||
| 2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 13,213 | 0.45 | 2,406 | 15.29 | ||||
| 2025-08-13 | 13F | HAP 贸易有限公司 | Call | 15,100 | 27.97 | 318 | 38.86 | |||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 18,256 | 30.76 | 3,325 | 50.00 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 6,241 | 8.71 | 1,137 | 24.70 | ||||
| 2025-07-15 | 13F | 詹姆斯·J·伯恩斯有限公司 | 7,889 | 0.96 | 1,437 | 15.81 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 1,262,740 | 23.63 | 229,982 | 41.86 | ||||
| 2025-07-17 | 13F | 凯利金融服务有限公司 | 2,269 | 10.09 | 413 | 26.30 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 21,656 | 2.73 | 2,606 | -22.12 | ||||
| 2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 337,749 | 272.71 | 61,514 | 327.66 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 266,351 | 13.85 | 48,511 | 30.64 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 36,000 | 39.00 | 6,557 | 59.47 | |||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 4,107 | 32.70 | 754 | 52.12 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 25,300 | 48.82 | 4,608 | 70.76 | |||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 122,299 | 2.99 | 22,274 | 18.18 | ||||
| 2025-06-23 | NP | CNPIX - 消费品超行业深度投资者类别 | 2,165 | 118.47 | 371 | 186.82 | ||||
| 2025-08-13 | 13F | WCG 财富顾问有限责任公司 | 32,786 | 1.24 | 5,971 | 16.17 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 18,342 | 1.58 | 3,341 | 16.54 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 111,741 | 10.90 | 20,351 | 27.25 | ||||
| 2025-07-28 | NP | VAFAX - 景顺美国特许经营基金 A 类 | 1,291,405 | 42.93 | 233,215 | 155.38 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 23,535 | 2.30 | 4,286 | 17.39 | ||||
| 2025-07-29 | 13F | WCM投资管理有限公司 | 11,275,606 | 24,968.04 | 2,041,223 | 29,148.06 | ||||
| 2025-07-31 | 13F | 霍格金融服务有限公司 | 1,429 | 6.09 | 261 | 22.54 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 236 | 0.43 | 43 | 13.51 | ||||
| 2025-08-12 | 13F | 阿彻投资公司 | 1,439 | 11.72 | 262 | 28.43 | ||||
| 2025-08-13 | 13F | ASB 咨询有限公司 | 6,361 | 19.75 | 1,159 | 37.37 | ||||
| 2025-08-11 | 13F | 韦斯科特财务咨询集团有限责任公司 | 1,347 | 0.45 | 245 | 15.57 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 6,212 | 1,131 | ||||||
| 2025-08-13 | 13F | 麦克摩根公司 | 4,693 | 22.60 | 855 | 40.69 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 2,435 | 22.12 | 0 | |||||
| 2025-08-07 | 13F | 全球财富管理投资咨询公司 | 1,248 | 227 | ||||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 6,771 | 1,226 | ||||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 797 | 0.76 | 145 | 16.00 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 52 | 85.71 | 10 | 125.00 | ||||
| 2025-07-10 | 13F | 西太平洋财富管理有限合伙人 | 220 | 40 | ||||||
| 2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 35,159 | 34.19 | 6,404 | 53.99 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 4,550 | 829 | ||||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 23,942 | 1.49 | 4,361 | 16.45 | ||||
| 2025-08-12 | 13F | 里士满投资服务有限公司 | 1,371 | 250 | ||||||
| 2025-08-14 | 13F | 维京全球投资有限责任公司 | 3,454,186 | 7.49 | 629,111 | 23.34 | ||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 2,567 | 0.08 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 2,057 | 375 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 4,156 | 2.26 | 757 | 17.21 | ||||
| 2025-07-28 | 13F | 花岗岩集团顾问有限公司 | 3,349 | 610 | ||||||
| 2025-07-29 | 13F | Crux 财富顾问 | 14,589 | 37.65 | 2,657 | 57.97 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 46,134 | 2.75 | 8,402 | 17.91 | ||||
| 2025-07-14 | 13F | 刘易斯资产管理有限责任公司 | 5,703 | 120.62 | 1,039 | 153.17 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 1,763 | 321 | ||||||
| 2025-07-01 | 13F | 石桥资本管理公司 | 1,200 | 0 | ||||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 355 | 65 | ||||||
| 2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 1,224 | 223 | ||||||
| 2025-08-14 | 13F | 夜之平方 LP | 27,811 | 5,065 | ||||||
| 2025-08-14 | 13F | 贾斯珀里奇合伙人有限合伙人 | 1,205 | 219 | ||||||
| 2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 2,828 | 1.40 | 515 | 16.52 | ||||
| 2025-07-15 | 13F | 百达银行信托有限公司 | 11,210 | 2,042 | ||||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 21,854 | 36.53 | 3,957 | 59.32 | ||||
| 2025-07-22 | 13F | LGT集团基金会 | 13,986 | 2,547 | ||||||
| 2025-08-12 | 13F | 峰会全球投资 | 12,800 | 2 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 2,779 | 89.95 | 506 | 118.10 | ||||
| 2025-08-25 | 13F | 山顶合伙人有限责任公司 | 4,906 | 0.53 | 894 | 15.37 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 13,910 | 12.07 | 2,533 | 28.58 | ||||
| 2025-08-20 | NP | QCELX - AQR 大盘多风格基金 I 类 | 27,367 | 247.08 | 4,984 | 298.40 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 321,906 | 2.40 | 58,629 | 17.50 | ||||
| 2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 28,888 | 17.36 | 4,558 | 16.64 | ||||
| 2025-08-28 | NP | SPYG - SPDR(R) 投资组合标普 500 增长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,132,634 | 4.86 | 206,287 | 20.31 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 836,612 | 8.99 | 151,084 | 26.75 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 379 | 26.76 | 69 | 46.81 | ||||
| 2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 2,505 | 1.17 | 0 | |||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 7,534,710 | 7.24 | 1,372,297 | 23.04 | ||||
| 2025-07-29 | 13F | Primoris 财富顾问有限公司 | 20,813 | 41.94 | 3,791 | 62.87 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | Call | 200 | 16 | |||||
| 2025-08-14 | 13F | 卡迪夫公园顾问有限公司 | 13,249 | 0.66 | 2,413 | 15.46 | ||||
| 2025-08-06 | 13F | 金塞尔资本集团公司 | 82,157 | 7.74 | 14,963 | 23.62 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 17,890 | 82.03 | 3,258 | 108.98 | ||||
| 2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 77,464 | 8.51 | 13,989 | 26.20 | ||||
| 2025-08-08 | 13F | 客户第一资本有限责任公司 | 1,425 | 260 | ||||||
| 2025-08-14 | 13F | Divisadero Street 资本管理有限合伙人 | 28,244 | 5,144 | ||||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 158,446 | 43.72 | 28,858 | 64.91 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 5,749 | 1.88 | 985 | 34.20 | ||||
| 2025-08-05 | 13F | 整体金融合作伙伴 | 1,464 | 267 | ||||||
| 2025-08-04 | 13F | WNY资产管理有限责任公司 | 1,657 | 31.51 | 302 | 50.50 | ||||
| 2025-07-17 | 13F | 拉扎里资本管理公司 | 2,596 | 0.54 | 473 | 15.40 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 660,459 | 4.10 | 120,285 | 19.46 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 388,372 | 44.69 | 70,734 | 66.02 | ||||
| 2025-07-23 | 13F | 公平信托公司 | 42,343 | 230.49 | 7,712 | 279.29 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 241,178 | 13.20 | 43,926 | 32.88 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 768 | 204.76 | 139 | 253.85 | ||||
| 2025-08-29 | NP | JVLAX - 约翰汉考克纪律价值基金 A 类 | 2,894,329 | 2.20 | 527,144 | 17.27 |
