机构和基金投资人持股 - 买家
在南方公司中开设新头寸的主要持有者包括 声音观察资本有限责任公司, 瑞穗市场美洲有限公司, ABALX - 美国平衡基金 A 类, 保诚系列基金 - I 类股票投资组合, 中西部信托公司, EVTMX - Eaton Vance Dividend Builder Fund A 类, 韦克罗斯合伙人有限公司, 美国基金保险系列-成长基金1级, 未来资产证券(美国)有限公司, 乐天投资管理公司, 未来资产证券(美国)有限公司, 美国基金保险系列-资产配置基金1级, 瑞穗证券美国有限公司, 长弓金融公司, FELC - 富达增强型大盘核心 ETF, 格兰特私人财富管理公司, Glenmede投资管理有限公司, 龟资系列信托 - 龟精能源基金, FSTRX - 联邦 MDT 大盘价值基金 A 类股票, 和 QGRO - American Century STOXX 美国优质增长 ETF .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 481,309 | 8.34 | 44,145 | 8.18 | ||||
2025-06-03 | 13F/A | 奥马哈第一国民银行 | 37,051 | 3,407 | ||||||
2025-08-13 | 13F | 系柱集团有限责任公司 | 426,494 | 10.73 | 39 | 11.43 | ||||
2025-07-15 | 13F | 灰点有限责任公司 | 9,963 | 7.45 | 915 | 7.28 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 101,609 | 2.51 | 9,331 | 2.37 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 302,992 | 2.77 | 27,824 | 2.63 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 102 | 9 | ||||||
2025-08-12 | 13F | 巴尔盖纳公司 | 19,312 | 2.99 | 1,773 | 2.84 | ||||
2025-08-08 | 13F | 比昂多投资顾问有限责任公司 | 138,499 | 1.19 | 12,718 | 1.06 | ||||
2025-08-12 | 13F | 峰会全球投资 | 9,395 | 2.89 | 1 | |||||
2025-08-05 | 13F | 伯尼公司/ | 11,432 | 1.29 | 1,050 | 1.16 | ||||
2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 100,186 | 1.40 | 9,200 | 1.28 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 34,043 | 8.27 | 3,126 | 8.13 | ||||
2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 13,861 | 3.94 | 1,273 | 3.75 | ||||
2025-08-26 | NP | JPIVX - 摩根大通无畏价值基金 I 类 | 10,644 | 977 | ||||||
2025-07-09 | 13F | 大卫·J·伊瓦尔斯集团 | 7,237 | 0.06 | 665 | -0.15 | ||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 889,343 | 1.56 | 81,668 | 1.42 | ||||
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 | 1,665 | 25.28 | 150 | 25.21 | ||||
2025-07-23 | 13F | 格柏有限公司 | 2,989 | 0.17 | 274 | 0.00 | ||||
2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 12,298 | 2.98 | 1 | 0.00 | ||||
2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 254,181 | 0.45 | 22,876 | 0.69 | ||||
2025-07-25 | NP | MFSV-MFS主动价值ETF | 13,499 | 16.88 | 1,215 | 17.18 | ||||
2025-07-29 | 13F | Arista 财富管理有限责任公司 | 2,245 | 206 | ||||||
2025-07-23 | 13F | 公平信托公司 | 34,527 | 24.72 | 3,171 | 24.56 | ||||
2025-08-14 | 13F | 专题财富顾问有限公司 | 5,088 | 467 | ||||||
2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 18 | 2 | ||||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 121,479 | 11.46 | 11,155 | 11.32 | ||||
2025-06-26 | NP | ACVF - 美国保守价值 ETF | 10,554 | 1.87 | 970 | 11.51 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 34 | 78.95 | 3 | 200.00 | ||||
2025-07-29 | NP | WAYFX - WAYCROSS 专注股票基金 | 11,701 | 1,053 | ||||||
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 | 35,163 | 2.96 | 3,231 | 12.74 | ||||
2025-07-28 | 13F | 布林莫尔信托公司 | 18,702 | 2.76 | 1,717 | 2.63 | ||||
2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 52,463 | 27.01 | 4,818 | 26.86 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,290,893 | 3.35 | 118,543 | 3.21 | ||||
2025-07-14 | 13F | 农民信托公司 | 66,560 | 35.08 | 6,112 | 34.92 | ||||
2025-06-26 | NP | CAIBX - 资本收益创造者 A 级 | 3,076,756 | 7.31 | 282,723 | 17.46 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,168,862 | 7.13 | 107,337 | 6.99 | ||||
2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 99,130 | 7.13 | 9,103 | 6.99 | ||||
2025-08-14 | 13F | 都铎金融公司 | 2,299 | 4.55 | 211 | 4.46 | ||||
2025-08-15 | 13F | 龙骨点有限责任公司 | 105,700 | 3.78 | 9,706 | 3.64 | ||||
2025-07-15 | 13F | 爱国者投资管理公司 | 3,409 | 6.56 | 313 | 6.46 | ||||
2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 9,729 | 2.78 | 893 | 2.64 | ||||
2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 204,567 | 6.41 | 18,785 | 6.52 | ||||
2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 65,571 | 2.28 | 6,021 | 2.14 | ||||
2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 139 | 20.87 | 13 | 20.00 | ||||
2025-07-17 | 13F | RH 投资集团有限责任公司 | 2,467 | 2.79 | 227 | 2.73 | ||||
2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 14,711 | 0.82 | 1,351 | 0.67 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 494 | 28.98 | 45 | 28.57 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通美国股票基金标准类别 | 43,819 | 7.77 | 4,024 | 7.62 | ||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 49,487 | 13.35 | 4,544 | 13.20 | ||||
2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 15 | 1 | ||||||
2025-08-14 | 13F | 瑞银奥康纳有限公司 | 226,135 | 7.84 | 20,766 | 7.70 | ||||
2025-07-16 | 13F | 注册财务顾问有限责任公司 | 14,811 | 2.98 | 1,360 | 2.87 | ||||
2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 8,368 | 753 | ||||||
2025-03-28 | NP | HAPI - 港湾企业文化ETF | 27,416 | 3.72 | 2,302 | -4.36 | ||||
2025-07-25 | 13F | 协和财富合作伙伴 | 44,504 | 3.90 | 4,087 | 3.76 | ||||
2025-07-28 | 13F | Copia财富管理 | 2,195 | 0.64 | 202 | 0.50 | ||||
2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 94,602 | 20.42 | 8,514 | 20.71 | ||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 24,862 | 4.38 | 2,283 | 4.25 | ||||
2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 4,833 | 0.73 | 444 | 0.45 | ||||
2025-07-21 | 13F | 克伦威尔控股有限公司 | 3,586 | 3.67 | 329 | 3.46 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 213,898 | 10.12 | 19,642 | 9.98 | ||||
2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 1,751,765 | 2.62 | 160,865 | 2.49 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 54,000 | 424.27 | 4,959 | 423.55 | |||
2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 18,578 | 0.81 | 1,706 | 0.65 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 27,700 | 2.21 | 2,544 | 2.09 | |||
2025-07-30 | 13F | 克林曼联合有限责任公司 | 4,111 | 4.82 | 378 | 4.72 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 37,103 | 0.17 | 3,339 | 0.42 | ||||
2025-08-13 | 13F | 威尔斯金融集团有限责任公司 | 43,461 | 4.81 | 3,991 | 4.70 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 43,859 | 8.05 | 4,028 | 8.05 | ||||
2025-08-12 | 13F | 旅程战略财富有限公司 | 10,572 | 86.52 | 971 | 86.18 | ||||
2025-08-28 | NP | SHE - SPDR SSGA 性别多样性指数 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,588 | 605 | ||||||
2025-08-29 | NP | MDLV - 摩根登普西大盘价值 ETF | 7,143 | 17.46 | 656 | 17.17 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -65,097 | 6.98 | -5,978 | 6.85 | |||
2025-08-13 | 13F | StoneX集团公司 | 100,152 | 2.59 | 9,197 | 2.45 | ||||
2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 38,946 | 8.15 | 3,505 | 8.41 | ||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 93,737 | 16.41 | 8,608 | 16.26 | ||||
2025-08-15 | 13F | 圣地亚哥 WFA 有限责任公司 | 7,860 | 1,646.67 | 722 | 1,702.50 | ||||
2025-07-17 | 13F | 朱红财富管理有限公司 | 2,990 | 0.37 | 275 | 0.37 | ||||
2025-08-12 | 13F | 摩根大通公司 | 68,964,026 | 8.46 | 6,332,967 | 8.32 | ||||
2025-08-21 | NP | MXVIX - Great-West S&P 500 指数基金投资者类别 | 166,060 | 8.10 | 15,249 | 7.96 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 9,351,679 | 2.52 | 858,763 | 2.39 | ||||
2025-07-17 | 13F | 帕克普雷斯资本公司 | 4,672 | 17.39 | 431 | 18.08 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 20,347 | 5.22 | 1,870 | 15.16 | ||||
2025-08-12 | 13F | 摩根大通公司 | Call | 1,900 | 174 | |||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 150,000 | 13,774 | |||||
2025-07-23 | 13F | RMG财富管理有限责任公司 | 1,672 | 157 | ||||||
2025-08-12 | 13F | 西北互助投资管理公司 | 35,061 | 0.61 | 3,220 | 0.47 | ||||
2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 117,189 | 0.29 | 10,761 | 0.16 | ||||
2025-08-01 | 13F | KS联合资本管理公司 | 6,132 | 2.23 | 563 | 2.18 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 180,809 | 2.83 | 16,604 | 2.70 | ||||
2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 193,039 | 2.00 | 17,738 | 11.65 | ||||
2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 13,234 | 5.38 | 1,215 | 5.29 | ||||
2025-08-08 | 13F | CWS 财务顾问有限责任公司 | 13,413 | 12.20 | 1,232 | 12.01 | ||||
2025-07-24 | 13F | Mainstay 资本管理有限公司 /adv | 85,744 | 108.66 | 7,874 | 108.39 | ||||
2025-08-14 | 13F | 货币概念资本公司 | 54,981 | 1.22 | 5,049 | 1.08 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 79,564 | 0.44 | 7,306 | 0.32 | ||||
2025-08-12 | 13F | 坚决财富策略有限责任公司 | 4,747 | 0.11 | 436 | -0.23 | ||||
2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 3,558 | 1.74 | 327 | 1.56 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-13 | 13F | 百达资产管理控股公司 | 3,976,531 | 9.04 | 365,165 | 8.90 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 484,908 | 7.75 | 44,529 | 8.10 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 167,698 | 12.36 | 15,400 | 41.16 | ||||
2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 167 | 1.21 | 15 | 0.00 | ||||
2025-07-21 | 13F | 山顶国家银行 | 28,833 | 2.70 | 2,648 | 14.54 | ||||
2025-08-11 | 13F | 塔桥顾问 | 11,744 | 70.35 | 1,078 | 70.30 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 24,790 | 2,276 | ||||||
2025-07-30 | 13F | 优势信托公司 | 321 | 1,428.57 | 29 | 2,800.00 | ||||
2025-07-14 | 13F | 战略规划集团有限责任公司 | 48,484 | 4,452 | ||||||
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 | 9,591 | 295.83 | 881 | 333.99 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 115,534 | 4.30 | 10,609 | 4.16 | ||||
2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 28,350 | 14.16 | 2,552 | 14.45 | ||||
2025-08-25 | NP | 美国基金保险系列-成长基金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 | 123,900 | 11,378 | ||||||
2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 47,746 | 0.40 | 4,385 | 0.27 | ||||
2025-08-07 | 13F/A | 全球清洁有限责任公司 | 574 | 7.49 | 53 | 8.16 | ||||
2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 1,429 | 77.74 | 131 | 79.45 | ||||
2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 74,963 | 7.38 | 6,747 | 7.63 | ||||
2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 4,697 | 2.31 | 431 | 2.13 | ||||
2025-08-15 | 13F | Semmax 财务顾问公司 | 4,097 | 0.74 | 388 | 5.45 | ||||
2025-07-17 | 13F | 嘉信信托公司 | 11,242 | 211.50 | 1,032 | 211.78 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,048,182 | 2.64 | 96,255 | 2.50 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 14,079 | 6.02 | 1,293 | 5.90 | ||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 86,489 | 7.82 | 7,942 | 7.69 | ||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 311 | 220.62 | 29 | 250.00 | ||||
2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 4,429 | 232.26 | 407 | 318.56 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 8,244 | 2.92 | 757 | 2.85 | ||||
2025-07-16 | 13F | 巴顿基金管理公司 | 2,435 | 224 | ||||||
2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 190 | 58.33 | 17 | 70.00 | ||||
2025-08-04 | 13F | GAM控股公司 | 27,089 | 0.31 | 2,488 | 0.16 | ||||
2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 4,280 | 24.06 | 393 | 62.40 | ||||
2025-08-06 | 13F | 霍兰证券公司 | 2,546 | 0.08 | 234 | 0.00 | ||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 168,746 | 6.52 | 15,496 | 6.39 | ||||
2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 874 | 1.86 | 80 | 3.90 | ||||
2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 48,539 | 1.15 | 4,457 | 1.02 | ||||
2025-06-24 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 85,741 | 5.31 | 7,879 | 15.28 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 2,997 | 15.94 | 275 | 16.03 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 2,580 | 1.06 | 237 | 0.85 | ||||
2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 11,688 | 9.20 | 1,073 | 9.04 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 74,256 | 1.89 | 6,823 | 11.52 | ||||
2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 28,121 | 0.11 | 2,582 | 0.00 | ||||
2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 3,605 | 1,033.65 | 331 | 1,339.13 | ||||
2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 284 | 26 | ||||||
2025-07-18 | 13F | 社区银行与信托,德克萨斯州韦科 | 65,692 | 0.73 | 6 | 20.00 | ||||
2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 353,005 | 2.10 | 32,416 | 1.97 | ||||
2025-07-10 | 13F | 值得资产管理有限责任公司 | 3,228 | 3.20 | 296 | 3.14 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 2,120,654 | 1.43 | 194,740 | 1.30 | ||||
2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 3,761 | 345 | ||||||
2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 318 | 0.63 | 29 | 0.00 | ||||
2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 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 | 70,632 | 5.27 | 6,486 | 5.14 | ||||
2025-07-31 | 13F | 红波投资有限责任公司 | 6,007 | 0.55 | 552 | 0.36 | ||||
2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 33,317 | 1.10 | 3,060 | 0.96 | ||||
2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 2,808 | 2.18 | 258 | 1.98 | ||||
2025-07-31 | 13F | 朗维尤财务顾问有限公司 | 4,511 | 4.52 | 414 | 4.55 | ||||
2025-08-13 | 13F | 全地形财务顾问有限责任公司 | 50,129 | 0.02 | 4,603 | -0.11 | ||||
2025-08-13 | 13F | 根据斯特林资本管理有限公司。 | 2,519 | 0.68 | 231 | 0.43 | ||||
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 | 80,276 | 244.71 | 7,377 | 277.29 | ||||
2025-07-30 | 13F | 奥罗拉投资顾问 | 28,017 | 1.87 | 2,573 | 1.74 | ||||
2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 4,340 | 43.19 | 399 | 43.17 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 166,660 | 5.98 | 15 | 7.14 | ||||
2025-07-30 | NP | ALPS ETF 信托 - ALPS 电气化基础设施 ETF | 2,679 | 241 | ||||||
2025-08-05 | 13F | 韦克德有限责任公司 | 4,665 | 47.02 | 428 | |||||
2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 16,630 | 2.13 | 1,571 | 5.01 | ||||
2025-08-13 | 13F | SCP投资有限合伙人 | 11,600 | 18.37 | 1,065 | 18.20 | ||||
2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 14,055 | 10.70 | 1,291 | 10.54 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 95,344 | 3.07 | 8,755 | 2.93 | ||||
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 | 13,823,247 | 0.73 | 1,244,092 | 0.97 | ||||
2025-04-23 | 13F | 萨巴尔信托公司 | 254,586 | 0.59 | 23,409 | 12.36 | ||||
2025-08-07 | 13F | 峰会资产管理有限责任公司 | 6,995 | 21.74 | 642 | 21.59 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 35,407,898 | 2.36 | 3,251,507 | 2.22 | ||||
2025-07-09 | 13F | 比特摩尔财富管理有限责任公司 | 3,196 | 0.06 | 293 | 0.00 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 94,970 | 0.85 | 8,721 | 0.73 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类 | 442,764 | 1.10 | 40,659 | 0.97 | ||||
2025-08-13 | 13F | 挪威银行 | 12,846,730 | 1,179,715 | ||||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 13,661 | 15.18 | 1,284 | 18.36 | ||||
2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 4,754 | 0.53 | 437 | 0.46 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 1,521,288 | 2.62 | 139,700 | 2.49 | ||||
2025-08-15 | 13F | 44 财富管理有限公司 | 2,879 | 4.54 | 264 | 4.35 | ||||
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 | 35,907 | 43.12 | 3,299 | 44.50 | ||||
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 | 270,648 | 1.49 | 24,870 | 11.09 | ||||
2025-08-08 | 13F | Altfest LJ & Co 公司 | 5,224 | 1.67 | 480 | 1.48 | ||||
2025-07-17 | 13F | Nova R 财富公司 | 2,618 | 0.08 | 240 | 0.00 | ||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 675 | 24.54 | 62 | 26.53 | ||||
2025-07-14 | 13F | 湖岸财务规划公司 | 8,171 | 0.71 | 750 | 0.54 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 1,151 | 0.96 | 109 | 3.85 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 102,970 | 43.35 | 9,456 | 43.17 | ||||
2025-07-30 | 13F | 基石咨询有限责任公司 | 5,276 | 1.44 | 485 | 2.11 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 155,267 | 128.73 | 14,258 | 128.46 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 167,496 | 16.61 | 15,373 | 16.30 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 947 | 0.96 | 0 | |||||
2025-08-12 | 13F | AlphaCore资本有限责任公司 | 7,867 | 9.07 | 722 | 8.90 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 21,051 | 2.15 | 1,933 | 13.97 | ||||
2025-06-26 | NP | PGJAX - PGIM Jennison 全球基础设施基金 A 类 | 21,806 | 191.52 | 2,004 | 219.46 | ||||
2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 154,550 | 4.62 | 14,192 | 4.48 | ||||
2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 99,723 | 11.97 | 9,158 | 11.82 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 27,606 | 0.36 | 2,535 | 0.24 | ||||
2025-04-29 | 13F | 卡兰资本有限责任公司 | 3,301 | 304 | ||||||
2025-07-25 | NP | MainStay 世邦魏理仕全球基础设施大趋势基金 | 172,000 | 15,480 | ||||||
2025-07-31 | 13F | 莫泽财富顾问有限责任公司 | 573 | 6.70 | 53 | 6.12 | ||||
2025-08-06 | 13F | 价值财富顾问有限责任公司 | 40 | 33.33 | 4 | 50.00 | ||||
2025-08-01 | 13F | 詹尼森联合有限公司 | 2,565,858 | 18.68 | 235,623 | 18.53 | ||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 585 | 0.52 | 54 | 0.00 | ||||
2025-07-21 | 13F | 肯纳贝克储蓄银行 | 930 | 66.97 | 85 | 66.67 | ||||
2025-07-10 | 13F | 焦点金融网络有限公司 | 16,439 | 3.28 | 1,510 | 3.14 | ||||
2025-08-01 | 13F | Reliant投资合伙公司 | 6,042 | 0.02 | 555 | -0.18 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 8,419 | 236.76 | 774 | 269.86 | ||||
2025-07-24 | 13F/A | TFR 资本有限责任公司 | 7,511 | 12.78 | 690 | 12.58 | ||||
2025-07-25 | 13F | 资产规划有限公司 | 12,857 | 0.03 | 1,181 | -0.08 | ||||
2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 2,589 | 5.24 | 238 | 4.87 | ||||
2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 161 | 15 | ||||||
2025-08-15 | 13F | 公平控股公司 | 75,581 | 4.35 | 6,941 | 4.22 | ||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 454,799 | 3.67 | 41,764 | 3.54 | ||||
2025-08-06 | 13F | 马可投资管理有限公司 | 10,234 | 1.12 | 940 | 0.97 | ||||
2025-08-14 | 13F | Principia 财富咨询有限公司 | 60 | 17.65 | 6 | 25.00 | ||||
2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 350,927 | 286.62 | 32,226 | 286.11 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 4,608 | 17.88 | 423 | 17.83 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/惠灵顿能源投资组合 IB 级 | 12,765 | 0.42 | 1,172 | 0.34 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 3,194 | 0.41 | 293 | 0.34 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 3,530 | 50.79 | 324 | 50.70 | ||||
2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 186,110 | 0.73 | 17,091 | 0.60 | ||||
2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 2,551 | 6.65 | 234 | 6.85 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 606,446 | 5.29 | 55,690 | 5.15 | ||||
2025-08-08 | 13F | 萨米特里有限公司 | 6,164 | 0.23 | 566 | 0.18 | ||||
2025-08-13 | 13F | 贝瑞财富集团有限合伙人 | 3,016 | 1.69 | 277 | 1.47 | ||||
2025-08-05 | 13F | 顾问首选有限责任公司 | 50,017 | 446.63 | 4,617 | 449.52 | ||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 3,743 | 15.45 | 344 | 15.10 | ||||
2025-08-07 | 13F | PFG顾问 | 2,549 | 234 | ||||||
2025-08-11 | 13F | 诺德万德顾问有限责任公司 | 2,850 | 262 | ||||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 15,012 | 1,379 | ||||||
2025-07-29 | 13F | 财务顾问有限责任公司 | 3,945 | 0.84 | 362 | 0.84 | ||||
2025-07-18 | 13F | 权力咨询集团有限责任公司 | 15,252 | 0.55 | 1,401 | 0.43 | ||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 285,100 | 8.94 | 26,181 | 8.80 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Call | 69,900 | 6,419 | |||||
2025-08-12 | 13F | 声音观察资本有限责任公司 | 1,125,364 | 2,491 | ||||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 245,077 | 9.88 | 22,505 | 9.74 | ||||
2025-05-27 | NP | FELC - 富达增强型大盘核心 ETF | 63,210 | 5,812 | ||||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 13,876 | 2.43 | 1,274 | 2.33 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 44,300 | 120.40 | 4,068 | 120.13 | |||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 406,249 | 347.35 | 37,306 | 346.77 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 376,734 | 3.97 | 34,596 | 3.84 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 142,324 | 15.76 | 12,944 | 15.48 | ||||
2025-07-11 | 13F | IFM 投资者有限公司 | 258,169 | 6.95 | 23,708 | 6.81 | ||||
2025-08-11 | 13F | 绿地资本管理有限公司 | 179,428 | 28.52 | 16,477 | 28.35 | ||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 184,499 | 1.80 | 16,954 | 11.42 | ||||
2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 48,042 | 0.56 | 4,412 | 0.43 | ||||
2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 26,297 | 5.51 | 2,415 | 5.37 | ||||
2025-08-12 | 13F | 新共和资本有限责任公司 | 3,684 | 4.51 | 338 | 4.32 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 29,000 | 15.54 | 2,663 | 15.43 | |||
2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 238,000 | 22.69 | 21,870 | 34.29 | ||||
2025-07-18 | 13F | PBMares 财富管理有限责任公司 | 3,280 | 0.03 | 301 | 0.00 | ||||
2025-08-04 | 13F | 资产标记公司 | 21,832 | 16.18 | 2,005 | 16.04 | ||||
2025-07-14 | 13F | 梅森有限责任公司 | 1,708 | 7.56 | 157 | 6.85 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 44,632 | 4 | ||||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 2,111,001 | 8.43 | 193,853 | 8.29 | ||||
2025-08-12 | 13F | 电力财富管理有限公司 | 3,442 | 7.43 | 316 | 7.48 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 3,000 | 275 | ||||||
2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 118,980 | 2.70 | 10,926 | 2.55 | ||||
2025-08-28 | NP | Horizon Funds - 中心全球基础设施基金投资者类别 | 9,573 | 879 | ||||||
2025-07-25 | 13F | 航点财富顾问 | 2,721 | 11.61 | 250 | 11.16 | ||||
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 | 49,171 | 11.37 | 4,518 | 21.91 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 611 | 56 | ||||||
2025-08-13 | 13F | VestGen Advisors, LLC | 4,472 | 55.01 | 411 | 54.72 | ||||
2025-07-09 | 13F | 米拉多资本合伙公司 | 6,320 | 6.33 | 580 | 6.23 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 299 | 15.44 | 27 | 17.39 | ||||
2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 30,086 | 13.24 | 2,765 | 23.95 | ||||
2025-08-08 | 13F | 策略财富顾问有限责任公司 | 6,337 | 0.03 | 582 | -0.17 | ||||
2025-07-10 | 13F | 信任点公司 | 10,640 | 14.83 | 977 | 14.67 | ||||
2025-08-12 | 13F | 改变路径有限责任公司 | 25,025 | 11.51 | 2,298 | 11.39 | ||||
2025-07-15 | 13F | 圣托里与彼得斯公司 | 2,474 | 0.28 | 227 | 0.44 | ||||
2025-07-31 | 13F | 沃恩大卫投资公司/il | 580,501 | 0.35 | 53 | 0.00 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 9,706 | 91.52 | 891 | 91.20 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 3,698 | 2.75 | 340 | 2.73 | ||||
2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 6,578 | 10.74 | 604 | 21.29 | ||||
2025-07-22 | NP | CAPAX - 联合资本收益基金 A 类股票 | 33,803 | 4.85 | 3,042 | 5.11 | ||||
2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 118,110 | 19.79 | 10,846 | 19.63 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 88,649 | 2.38 | 8,141 | 2.25 | ||||
2025-07-31 | 13F | 奥本海默公司 | 67,980 | 15.43 | 6,243 | 15.27 | ||||
2025-08-13 | 13F | NEOS投资管理有限责任公司 | 103,398 | 26.08 | 9,495 | 25.93 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 1,503 | 26.20 | 138 | 26.61 | ||||
2025-07-30 | 13F | 蓝筹财富顾问有限责任公司 | 11,624 | 18.87 | 1,067 | 18.69 | ||||
2025-08-11 | 13F | Ironsides 资产顾问有限责任公司 | 3,171 | 4.65 | 291 | 4.68 | ||||
2025-07-28 | NP | UPW - ProShares Ultra 实用程序 | 10,508 | 10.47 | 946 | 10.66 | ||||
2025-07-17 | 13F | 正佳资产管理有限公司 | 3,013 | 0.17 | 0 | |||||
2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 11,152 | 0.90 | 1,022 | 5.36 | ||||
2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 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 | 817,829 | 11.00 | 75,101 | 10.86 | ||||
2025-07-09 | 13F | 创业板资产管理有限公司 | 4,290 | 1.42 | 393 | 1.29 | ||||
2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 2,936 | 0.41 | 270 | 0.37 | ||||
2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | Short | -185,520 | 5.54 | -17,047 | 15.53 | |||
2025-08-26 | NP | FT Vest 对冲股票收益基金:B1 系列 | 3,146 | 289 | ||||||
2025-07-17 | 13F | 城市控股公司 | 73,474 | 2.28 | 6,747 | 2.13 | ||||
2025-06-24 | NP | HEQQ - 摩根大通纳斯达克对冲股票阶梯式覆盖ETF | 1,804 | 166 | ||||||
2025-07-21 | 13F | 三位一体传统合作伙伴有限责任公司 | 59,974 | 0.71 | 5,596 | 9.81 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 152,861 | 24.32 | 14,041 | 24.20 | ||||
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 | 1,089,654 | 3.07 | 100,063 | 2.93 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,966 | 108.70 | 177 | 109.52 | ||||
2025-07-23 | 13F | REAP金融集团有限责任公司 | 1,743 | 80.43 | 160 | 81.82 | ||||
2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 2,873 | 2.31 | 264 | 1.94 | ||||
2025-04-10 | 13F | 布雷默银行全国协会 | 52,595 | 7.40 | 4,836 | 19.97 | ||||
2025-07-15 | 13F | 福斯特维克多财富顾问有限责任公司 | 83,551 | 3.81 | 7,683 | 6.24 | ||||
2025-07-23 | 13F | 鹰策略有限责任公司 | 9,408 | 0.03 | 864 | -0.12 | ||||
2025-07-10 | 13F | 巴德尔银行 | 4,384 | 44.21 | 400 | 45.09 | ||||
2025-08-06 | 13F | 佳能金融策略师有限公司 | 14,174 | 1.16 | 1,302 | 1.01 | ||||
2025-06-26 | NP | TBLRX - 泛美平衡 II R | 4,037 | 3.67 | 371 | 13.50 | ||||
2025-07-03 | 13F | 南方信托公司 | 4,432 | 1.81 | 407 | 1.50 | ||||
2025-07-14 | 13F | 太平洋合作伙伴公司 | 145 | 13 | ||||||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 2,579 | 16.28 | 237 | 16.26 | ||||
2025-08-27 | NP | ACUSX - Advisors Capital 美国股息基金 | 44,800 | 9.80 | 4,114 | 9.65 | ||||
2025-07-11 | 13F | 卢茨和格林利集团公司 | 2,979 | 0.10 | 274 | 0.00 | ||||
2025-07-18 | 13F | 纯财务顾问公司 | 5,294 | 69.46 | 486 | 69.34 | ||||
2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 17,258 | 17.63 | 1,553 | 17.92 | ||||
2025-08-12 | 13F | 卡尔顿联合公司 | 5,439 | 70.29 | 499 | 70.31 | ||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 291,381 | 6.26 | 26,758 | 6.12 | ||||
2025-07-30 | 13F | 驱动财富管理有限公司 | 5,309 | 14.89 | 488 | 14.86 | ||||
2025-05-29 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 6,126 | 352.44 | 563 | 511.96 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 18,253 | 3.69 | 1,676 | 3.58 | ||||
2025-06-25 | NP | VLPAX - Virtus Duff & Phelps 选择 MLP 和能源基金 A 类 | 7,354 | 676 | ||||||
2025-08-13 | 13F | 第一国家顾问有限责任公司 | 38,327 | 1.19 | 3,519 | 1.03 | ||||
2025-08-06 | 13F | 奥菲特金融有限责任公司 | 4,780 | 93.91 | 439 | 93.81 | ||||
2025-07-21 | 13F | 机械金融公司 | 8,913 | 1.13 | 818 | 0.99 | ||||
2025-07-29 | NP | PRUAX - PGIM Jennison 公用事业基金 A 类 | 1,831,888 | 51.57 | 164,870 | 51.93 | ||||
2025-07-14 | 13F | LCM资本管理公司 | 3,877 | 1.41 | 356 | 1.42 | ||||
2025-07-22 | 13F | 勤奋投资者有限责任公司 | 5,859 | 0.07 | 538 | 0.00 | ||||
2025-06-26 | NP | FUGAX - 富达顾问公用事业基金 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 | 694,272 | 41.99 | 63,797 | 55.41 | ||||
2025-07-11 | 13F | 格罗夫银行与信托 | 8,402 | 0.95 | 772 | 0.78 | ||||
2025-08-04 | 13F | 五大湖退休公司 | 34,571 | 5.59 | 3,175 | 5.45 | ||||
2025-08-14 | 13F | 灯塔投资顾问有限公司 | 7,291 | 1.10 | 663 | -0.15 | ||||
2025-06-26 | NP | FDRR - 利率上涨的富达股息 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 | 24,455 | 6.47 | 2,247 | 16.55 | ||||
2025-08-06 | 13F | 荷兰集团 | 2,630 | 242 | ||||||
2025-07-15 | 13F | 阿米斯顾问有限公司 | 30,528 | 25.58 | 2,825 | 26.45 | ||||
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 | 477,689 | 8.11 | 43,895 | 18.33 | ||||
2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 149,620 | 2.21 | 13,740 | 2.07 | ||||
2025-08-06 | 13F | 爱格夫管理有限公司 | 49,238 | 9.46 | 4,522 | 9.31 | ||||
2025-08-13 | 13F | 计划集团金融有限责任公司 | 22,047 | 11.74 | 2,025 | 11.58 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 65,349 | 1.65 | 5,958 | 0.20 | ||||
2025-07-29 | NP | WAYEX - WAYCROSS 多头/空头股票基金 | 3,909 | 352 | ||||||
2025-08-01 | 13F | 达美投资管理有限责任公司 | 2,579 | 4.58 | 237 | 4.42 | ||||
2025-08-04 | 13F | 精明顾问公司 | 6,838 | 116.74 | 628 | 116.21 | ||||
2025-07-22 | 13F | 旧国家银行/in/ | 50,443 | 4,632 | ||||||
2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 6,849 | 1.15 | 629 | 0.96 | ||||
2025-06-26 | NP | FDVV - 富达高股息 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 | 814,316 | 5.26 | 74,827 | 15.21 | ||||
2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 2,801 | 257 | ||||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 820 | 6.77 | 75 | 7.14 | ||||
2025-07-30 | 13F | Exencial 财富顾问有限公司 | 14,182 | 63.20 | 1,302 | 62.95 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 75,509 | 1.67 | 6,934 | 1.52 | ||||
2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 9,470 | 60.21 | 870 | 78.81 | ||||
2025-08-18 | 13F | 新咨询服务有限责任公司 | 2,877 | 0.10 | 264 | 0.00 | ||||
2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 3,159 | 1.41 | 290 | 1.40 | ||||
2025-08-12 | 13F | Intellus 顾问有限公司 | 3,225 | 11.13 | 296 | 11.28 | ||||
2025-07-10 | 13F | 信号顾问财富有限责任公司 | 7,992 | 106.03 | 734 | 105.90 | ||||
2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 185 | 585.19 | 17 | 750.00 | ||||
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 | 2,032,230 | 0.70 | 182,901 | 0.93 | ||||
2025-07-07 | 13F | RDA金融网络 | 21,302 | 2.03 | 1,956 | 1.93 | ||||
2025-08-13 | 13F | 玛亚财富有限责任公司 | 3,022 | 278 | ||||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 740 | 68 | ||||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 80,528 | 27.97 | 7,400 | 40.08 | ||||
2025-08-08 | 13F | 适应财富顾问有限责任公司 | 19,665 | 6.67 | 1,806 | 6.49 | ||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 408 | 37 | ||||||
2025-08-28 | NP | TPHD - 蒂莫西计划高股息股票 ETF | 41,279 | 11.17 | 3,791 | 11.01 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 608,418 | 12.77 | 55,676 | 12.23 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 178,783 | 6.43 | 16,418 | 7.34 | ||||
2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 203,309 | 23.88 | 18,670 | 23.71 | ||||
2025-07-09 | 13F | 新罕布什尔银行 | 4,932 | 49.77 | 453 | 49.67 | ||||
2025-07-24 | 13F | Edge 财务顾问有限公司 | 11,144 | 9.06 | 1,024 | 8.95 | ||||
2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 3,049 | 10.91 | 274 | 11.38 | ||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 97,085 | 24.99 | 8,918 | 24.85 | ||||
2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,324 | 2,729 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 12,539 | 81.41 | 1,151 | 81.26 | ||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 93,800 | 297.32 | 8,619 | 301.07 | ||||
2025-06-25 | NP | EMLP - 第一信托北美能源基础设施基金 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 | 832,821 | 44.44 | 76,528 | 58.10 | ||||
2025-04-16 | NP | CLSE - 融合多/空股票 ETF | 7,029 | 631 | ||||||
2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 6,217 | 560 | ||||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 811,737 | 790.57 | 74,542 | 789.40 | ||||
2025-07-29 | NP | SIXL - 6 Meridian 低 Beta 股票策略 ETF | 9,009 | 3.41 | 811 | 3.58 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 研究基金 IA 类股票 | 4,045 | 73.31 | 371 | 73.36 | ||||
2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 20,701 | 0.04 | 1,901 | -0.11 | ||||
2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 183,137 | 2.98 | 16,817 | 2.84 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 49,664 | 3.48 | 4,561 | 3.35 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 23,663 | 6.20 | 2,173 | 6.05 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/MFS 公用事业系列投资组合 IB 级 | 94,656 | 0.19 | 8,692 | 0.06 | ||||
2025-08-07 | 13F | 虎钳技术公司 | 35,191 | 97.59 | 3,232 | 120.40 | ||||
2025-06-25 | NP | BVEFX - Becker 价值股票基金零售类 | 32,295 | 5.47 | 2,968 | 15.45 | ||||
2025-08-14 | 13F | 农林中金银行 | 48,471 | 0.65 | 4,451 | 0.52 | ||||
2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 55,872 | 15.09 | 5,028 | 15.35 | ||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 35,826 | 2.82 | 3,290 | 2.68 | ||||
2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 13,290 | 425.71 | 1,220 | 425.86 | ||||
2025-08-26 | NP | JXI - iShares 全球公用事业 ETF | 105,436 | 7.97 | 9,682 | 7.83 | ||||
2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 1,009,374 | 2.10 | 92,691 | 1.97 | ||||
2025-07-21 | 13F | 交易所资本管理公司 | 3,120 | 8.75 | 287 | 8.75 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 449,960 | 7.10 | 41,320 | 6.96 | ||||
2025-08-13 | 13F | 景顺有限公司 | 5,099,967 | 2.42 | 468,330 | 2.29 | ||||
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 | 82,251 | 2.94 | 7,403 | 3.18 | ||||
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 | 500,640 | 1.39 | 46,004 | 10.98 | ||||
2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 4,058 | 16.44 | 373 | 16.25 | ||||
2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 3,123 | 0.26 | 287 | 0.00 | ||||
2025-08-14 | 13F | 霍华德休斯医学院 | 236 | 22 | ||||||
2025-08-04 | 13F | KLCM 顾问公司 | 2,862 | 5.69 | 263 | 5.22 | ||||
2025-07-07 | 13F | 投资者研究公司 | 5,623 | 1,982.59 | 516 | 2,050.00 | ||||
2025-08-01 | 13F | 霍华德资本管理公司 | 8,725 | 29.09 | 801 | 28.99 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 46,590 | 2.40 | 4,281 | 12.10 | ||||
2025-07-29 | 13F | 西塔集团有限责任公司 | 4,500 | 413 | ||||||
2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 17,993 | 10.18 | 1,652 | 10.06 | ||||
2025-08-08 | 13F | Opinicus 资本公司 | 2,502 | 0.85 | 230 | 0.44 | ||||
2025-07-31 | 13F | 汉隆投资管理有限公司 | 2,628 | 0.84 | 241 | 0.84 | ||||
2025-08-11 | 13F | 安菲尔德资本管理有限公司 | 430 | 309.52 | 39 | 333.33 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 13,110 | 2.38 | 1,204 | 2.21 | ||||
2025-08-14 | 13F | 乌龟资本顾问有限公司 | 39,174 | 3,597 | ||||||
2025-08-26 | NP | THEQ - T. Rowe Price 对冲股票 ETF | 188 | 8.05 | 17 | 13.33 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 155,900 | 71.32 | 14,316 | 71.10 | |||
2025-08-14 | 13F | Aventail 资本集团有限合伙人 | 688,765 | 485.23 | 63,249 | 484.50 | ||||
2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 11,518 | 15.99 | 1,058 | 15.77 | ||||
2025-08-15 | 13F | 阿拉西斯财富有限责任公司 | 20,952 | 831.20 | 1,924 | 833.98 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 20,400 | 52.24 | 1,873 | 52.03 | |||
2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 904 | 81 | ||||||
2025-06-25 | NP | FXU - First Trust Utilities 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 | 137,861 | 112.48 | 12,668 | 132.61 | ||||
2025-08-18 | 13F | 老北州信托有限责任公司 | 25,756 | 3.09 | 2 | 0.00 | ||||
2025-08-14 | 13F | 奥斯特维斯资本管理公司 | 1,981 | 13,106.67 | 182 | 18,000.00 | ||||
2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 534 | 1,953.85 | 49 | 2,350.00 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 1,858 | 62.98 | 171 | 63.46 | ||||
2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 53,192 | 1.81 | 4,885 | 1.69 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 1,876 | 1.68 | 172 | 11.69 | ||||
2025-08-11 | 13F | Trajan 财富有限责任公司 | 53,430 | 0.42 | 4,907 | 0.29 | ||||
2025-08-06 | 13F | Kcm 投资顾问有限公司 | 33,476 | 2.29 | 3,074 | 2.16 | ||||
2025-08-01 | 13F | 桑坦德银行, SA | 10,914 | 25.98 | 1,002 | 25.88 | ||||
2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 246 | 846.15 | 23 | 1,000.00 | ||||
2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 58,964 | 38.04 | 5,415 | 53.98 | ||||
2025-07-16 | 13F | MBE 财富管理有限责任公司 | 2,829 | 0.07 | 260 | 0.00 | ||||
2025-07-25 | 13F | 我艾利森有限公司 | 7,574 | 31.58 | 696 | 31.38 | ||||
2025-07-21 | 13F | 成功的投资组合有限责任公司 | 8,315 | 0.01 | 764 | -0.13 | ||||
2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 4,575 | 4.31 | 420 | 4.22 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 1,044,101 | 1,518.41 | 95,880 | 1,516.30 | ||||
2025-08-12 | 13F | 维维集团有限公司 | 7,935 | 3.27 | 729 | 3.12 | ||||
2025-08-07 | 13F | 第1620章 | 11,340 | 0.84 | 1,041 | 0.77 | ||||
2025-08-13 | 13F | 约翰逊金融集团公司 | 18,224 | 12.98 | 1,674 | 12.81 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 584,575 | 19.53 | 53,682 | 19.37 | ||||
2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 4,321 | 16.03 | 389 | 16.17 | ||||
2025-07-30 | 13F | IMG 财富管理有限公司 | 409 | 38 | ||||||
2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 542,303 | 49,800 | ||||||
2025-06-23 | NP | USMV - iShares Edge MSCI Min Vol USA ETF | 3,608,119 | 1.11 | 331,550 | 10.67 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | 235 | 22 | ||||||
2025-07-25 | 13F | 明思投资有限公司 | 9,878 | 0.26 | 907 | 0.22 | ||||
2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 21,173 | 0.50 | 1,944 | 0.36 | ||||
2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 283,067 | 7.59 | 26,011 | 17.77 | ||||
2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 3,960 | 7.67 | 364 | 7.40 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 110,100 | 13.39 | 10,116 | 13.35 | |||
2025-08-08 | 13F | 创意策划 | 449,301 | 0.85 | 41,259 | 0.72 | ||||
2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 13,821 | 8.12 | 1,269 | 8.00 | ||||
2025-08-12 | 13F | APG 资产管理公司 | 1,168,486 | 400.73 | 91,410 | 360.20 | ||||
2025-07-03 | 13F | 三一财务顾问有限责任公司 | 6,034 | 0.28 | 554 | -0.36 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 17,526,556 | 17.89 | 1,609 | 17.70 | ||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 4,370 | 9.36 | 401 | 9.26 | ||||
2025-07-09 | 13F | 防波堤资本集团 | 8,956 | 0.01 | 822 | -0.12 | ||||
2025-08-15 | 13F | 摩根士丹利 | 12,861,163 | 5.37 | 1,181,041 | 5.23 | ||||
2025-04-30 | 13F | 索福斯投资公司 | 1,207 | 7,946.67 | 111 | 10,900.00 | ||||
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 | 1,573,387 | 8.64 | 141,605 | 8.89 | ||||
2025-08-07 | 13F | 肯彭资本管理公司 | 91,747 | 8,425 | ||||||
2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 89,043 | 4.46 | 8,014 | 4.70 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 37,775 | 0.66 | 3,469 | 0.52 | ||||
2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 3,145 | 3.15 | 289 | 2.86 | ||||
2025-07-07 | 13F | 西联银行 | 54,012 | 5.08 | 4,960 | 4.93 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 7,102 | 14.99 | 652 | 17.69 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 6,008 | 2.72 | 552 | 14.76 | ||||
2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 288,453 | 17.88 | 26,506 | 29.02 | ||||
2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 44 | 4 | ||||||
2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 2,783 | 19.49 | 256 | 19.16 | ||||
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 | 554,124 | 1.24 | 49,871 | 1.48 | ||||
2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 2,610 | 0.04 | 0 | -100.00 | ||||
2025-07-22 | 13F | 汇合财富服务公司 | 15,575 | 1.16 | 1,430 | 1.92 | ||||
2025-07-15 | 13F | 弗洛伊德金融集团有限公司 | 2,567 | 6.65 | 235 | 5.88 | ||||
2025-04-15 | 13F | 会员财富有限责任公司 | 4,467 | 0.29 | 411 | 6.22 | ||||
2025-07-15 | 13F | 诺登集团有限公司 | 8,956 | 14.64 | 822 | 14.48 | ||||
2025-07-29 | NP | Voya 基础设施、工业和材料基金 | 1,856 | 167 | ||||||
2025-08-12 | 13F | 传统财富管理有限责任公司 | 7,599 | 7.29 | 698 | 7.07 | ||||
2025-07-23 | 13F | 圆景资本有限责任公司 | 10,009 | 1.62 | 919 | 1.55 | ||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 13,915 | 0.25 | 1,278 | 0.08 | ||||
2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 658 | 0.77 | 60 | 0.00 | ||||
2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 2,261 | 208 | ||||||
2025-07-31 | 13F | 帕西蒂集团公司 | 25,132 | 7.61 | 2,308 | 7.45 | ||||
2025-08-07 | 13F | 理查德杨有限公司 | 225,165 | 0.95 | 20,677 | 0.81 | ||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 401,802 | 1.93 | 37 | 0.00 | ||||
2025-08-04 | 13F | 财富管理协会有限公司 | 4,923 | 2.71 | 452 | 2.73 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 274,222 | 1.46 | 25,215 | 13.33 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 794,187 | 0.66 | 72,930 | 0.53 | ||||
2025-07-18 | 13F | BOSS 退休顾问有限责任公司 | 4,156 | 382 | ||||||
2025-07-17 | 13F | LVW 顾问有限责任公司 | 21,643 | 10.13 | 1,987 | 9.96 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 408,105 | 1.22 | 37,474 | 1.08 | ||||
2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 6,048 | 1,206.26 | 556 | 1,360.53 | ||||
2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 9,929 | 79.48 | 912 | 79.33 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 236 | 22 | ||||||
2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 43,291 | 2.68 | 3,975 | 2.55 | ||||
2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 7,625 | 63.24 | 1 | |||||
2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 8,069 | 31.85 | 741 | 31.67 | ||||
2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 32,548 | 209.42 | 2,989 | 209.00 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 912,450 | 2.98 | 83,790 | 2.85 | ||||
2025-08-20 | NP | ADANX - AQR 多元化套利基金 N 级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 5,089 | 18.96 | 467 | 52.61 | ||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 7,587 | 15.69 | 697 | 15.42 | ||||
2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 5,772 | 0.12 | 530 | 11.81 | ||||
2025-04-22 | 13F | Rappaport Reiches 资本管理有限责任公司 | 3,068 | 7.76 | 282 | 20.51 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 26,383 | 1.42 | 2,423 | 1.30 | ||||
2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 20,865 | 5.91 | 1,916 | 5.80 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 347,277 | 2.02 | 31,891 | 1.89 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 226,234 | 0.53 | 20,775 | 0.40 | ||||
2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 4,089 | 4.66 | 376 | 14.68 | ||||
2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 31,536 | 2.82 | 2,891 | 2.48 | ||||
2025-07-22 | NP | LEIFX - 联邦股权收益基金公司 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 153,425 | 35.71 | 13,808 | 36.04 | ||||
2025-05-30 | NP | VPVGMMV - PIMCO 全球管理资产配置投资组合管理级 | 6,300 | 152.00 | 579 | 182.44 | ||||
2025-08-26 | NP | IFRA - iShares 美国基础设施 ETF | 224,076 | 19.36 | 20,577 | 19.21 | ||||
2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 207 | 19 | ||||||
2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 3,517 | 9.02 | 323 | 8.78 | ||||
2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 6,225 | 0.44 | 572 | 0.35 | ||||
2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 87 | 8 | ||||||
2025-07-16 | 13F | 美国国家银行 | 6,649 | 217.37 | 611 | 217.71 | ||||
2025-06-27 | NP | YOKE——Yoke核心ETF | 6,028 | 554 | ||||||
2025-07-22 | 13F | 简单财富有限责任公司 | 14,908 | 277.61 | 1,369 | 276.86 | ||||
2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 5,701 | 1.95 | 523 | 1.75 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 584,676 | 1.02 | 53,691 | 0.88 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 2,764,813 | 13.17 | 254 | 12.95 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -1,152 | -106 | |||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 131,270 | 12,062 | ||||||
2025-08-05 | 13F | 桥水顾问公司 | 5,336 | 6.59 | 497 | 8.53 | ||||
2025-07-22 | 13F | MBL 财富有限责任公司 | 5,376 | 6.22 | 494 | 6.02 | ||||
2025-07-16 | 13F | TCI 财富顾问公司 | 5,652 | 27.53 | 519 | 27.52 | ||||
2025-07-30 | 13F | Caliber Wealth Management,LLC/KS | 4,638 | 426 | ||||||
2025-08-05 | 13F | 密歇根州退休系统 | 298,823 | 0.54 | 27,441 | 0.41 | ||||
2025-07-25 | 13F | 财富咨询团队有限责任公司 | 4,490 | 412 | ||||||
2025-07-08 | 13F | 巴卢顾问公司 | 5,738 | 0.14 | 525 | 2.14 | ||||
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 | 107,138 | 2.26 | 9,838 | 2.12 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 453 | 11.85 | 42 | 10.81 | ||||
2025-08-14 | 13F | 认证咨询公司 | 8,686 | 0.05 | 798 | -0.13 | ||||
2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 377 | 13.90 | 35 | 13.33 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 2,308 | 1.81 | 212 | 1.44 | ||||
2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 1,063 | 0.66 | 98 | 0.00 | ||||
2025-08-08 | 13F | 美好生活顾问有限责任公司 | 19,946 | 1.72 | 1,832 | 1.55 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 313,645 | 12.16 | 28,802 | 12.01 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 135,782 | 1.41 | 12,469 | 1.28 | ||||
2025-07-10 | 13F | 卡德罗克资本管理公司 | 130 | 12 | ||||||
2025-08-05 | 13F | 新方资本有限责任公司 | 1,926 | 5.13 | 40 | 29.03 | ||||
2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 104,100 | 1.52 | 9,560 | 1.39 | ||||
2025-07-28 | 13F | 纳维特财富有限责任公司 | 30,817 | 2.75 | 2,830 | 3.51 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 11,119 | 244.03 | 1,021 | 243.77 | ||||
2025-07-30 | 13F | Greatmark 投资伙伴公司 | 51,230 | 2.90 | 4,704 | 2.77 | ||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 4,462 | 5.78 | 410 | 5.68 | ||||
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 | 383,159 | 19.08 | 35,185 | 18.93 | ||||
2025-08-05 | 13F | 木兰资本顾问有限公司 | 11,527 | 1.86 | 1,058 | 1.73 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 3,800 | 349 | |||||
2025-08-08 | 13F | 哈特兰有限公司 | 55,947 | 0.94 | 5,138 | 0.80 | ||||
2025-08-13 | 13F | 莫顿社区银行 | 47,327 | 3.71 | 4,346 | 3.57 | ||||
2025-08-15 | 13F | 豪兰资本管理有限公司 | 2,222 | 204 | ||||||
2025-07-18 | 13F | 库珀金融集团 | 4,953 | 24.57 | 455 | 24.38 | ||||
2025-08-12 | 13F | 贝莱德公司 | 87,174,120 | 3.35 | 8,005,199 | 3.21 | ||||
2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 11,192 | 178.82 | 1,028 | 178.32 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 92,900 | 18,480.00 | 8,531 | 18,857.78 | |||
2025-07-16 | 13F | MKT 顾问有限责任公司 | 4,793 | 0.19 | 442 | 6.00 | ||||
2025-07-03 | 13F | 麦克莱恩资产管理公司 | 7,794 | 0.84 | 710 | 5.81 | ||||
2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 163 | 13.99 | 15 | 16.67 | ||||
2025-08-08 | 13F | IMA 财富公司 | 8 | 1 | ||||||
2025-08-14 | 13F | 明星金融银行 | 4,055 | 0.85 | 372 | 0.81 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 6,131 | 15,227.50 | 552 | 18,266.67 | ||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 8,739 | 11.04 | 803 | 10.93 | ||||
2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 27,425 | 493.74 | 2,597 | 512.26 | ||||
2025-08-12 | 13F | Agp Franklin 有限责任公司 | 16,725 | 289.86 | 1,536 | 293.59 | ||||
2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 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 | 56,600 | 0.02 | 5,198 | -0.12 | ||||
2025-07-25 | 13F | 韦尔奇集团有限责任公司 | 767,455 | 0.13 | 70,475 | 0.90 | ||||
2025-07-30 | 13F | Syntegra 私人财富集团有限责任公司 | 4,681 | 2.29 | 430 | 2.14 | ||||
2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 14,558 | 4.53 | 1,337 | 4.38 | ||||
2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 850 | 168.99 | 78 | 254.55 | ||||
2025-03-31 | NP | DAACX - 多元化股票基金 | 5,927 | 1.06 | 498 | -6.75 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 4,209 | 21.86 | 387 | 21.77 | ||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 326 | 30 | ||||||
2025-08-08 | 13F | 融合资本有限责任公司 | 4,953 | 34.78 | 455 | 34.72 | ||||
2025-07-21 | 13F | 基斯通金融集团有限公司 | 2,569 | 0.43 | 242 | 3.43 | ||||
2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 285 | 13.10 | 26 | 13.04 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 19,841 | 12.53 | 1,822 | 12.34 | ||||
2025-08-06 | 13F | 几何财富顾问 | 8,027 | 0.29 | 737 | 0.27 | ||||
2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 4,367 | 2.34 | 401 | 2.30 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 1,425,255 | 6.30 | 130,881 | 6.16 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 27,098 | 4.23 | 2,488 | 4.10 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 70,210 | 3.39 | 6,447 | 3.25 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 102 | 12.09 | 9 | 12.50 | ||||
2025-07-29 | 13F | 地区金融公司 | 232,068 | 7.37 | 21,311 | 7.23 | ||||
2025-08-13 | 13F | 峰会财富集团有限公司 | 5,402 | 496 | ||||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 10,389 | 9.11 | 954 | 9.03 | ||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 57,264 | 0.10 | 5,259 | -0.04 | ||||
2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 66 | 6 | ||||||
2025-07-23 | 13F | 瓦尔马克顾问公司 | 14,584 | 15.18 | 1,339 | 15.03 | ||||
2025-07-15 | 13F | 统一投资管理 | 2,658 | 0.08 | 244 | 0.00 | ||||
2025-07-31 | 13F | 三井住友信托控股公司 | 2,651,091 | 1.28 | 243,450 | 1.15 | ||||
2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 8,763 | 1.90 | 805 | 1.77 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 19 | 58.33 | 2 | 0.00 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 389,010 | 5.03 | 35,723 | 4.89 | ||||
2025-08-13 | 13F | 萨托夫斯基资产管理公司 | 3,475 | 0.84 | 319 | 0.95 | ||||
2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 68,186 | 0.67 | 6,262 | 0.55 | ||||
2025-08-12 | 13F | 马里波财富管理有限公司 | 2,722 | 1.95 | 250 | 1.63 | ||||
2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 7,385 | 0.45 | 678 | 0.30 | ||||
2025-08-13 | 13F | 资本研究全球投资者 | 824,394 | 0.03 | 75,704 | -0.10 | ||||
2025-07-14 | 13F | 金州股权合伙人 | 7,953 | 0.79 | 730 | 0.69 | ||||
2025-08-06 | 13F | 象限私人财富管理有限责任公司 | 3,231 | 1.89 | 297 | 1.72 | ||||
2025-08-19 | 13F | 安佳投资管理有限公司 | 75,684 | 0.93 | 6,950 | 0.81 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 1,186 | 111 | ||||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 28,620 | 0.59 | 2,628 | 0.46 | ||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 库欣文艺复兴优势投资组合初始类别 | 5,725 | 50.54 | 526 | 50.43 | ||||
2025-08-14 | 13F | 指南针财富管理有限责任公司/GA | 18,645 | 1,712 | ||||||
2025-08-11 | 13F | 联合顾问集团有限责任公司 | 4,275 | 0.02 | 393 | 0.00 | ||||
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 | 559,252 | 1.49 | 51,356 | 1.36 | ||||
2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 64,233 | 10.03 | 5,902 | 20.45 | ||||
2025-07-21 | 13F | ZWJ投资顾问公司 | 24,442 | 5.80 | 2,245 | 5.65 | ||||
2025-08-11 | 13F | 思维财富管理有限责任公司 | 6,325 | 18.09 | 581 | 17.89 | ||||
2025-07-30 | 13F | 贝宁管理公司 | 8,483 | 1.19 | 779 | 1.04 | ||||
2025-07-10 | 13F | YHB 投资顾问公司 | 9,468 | 2.11 | 869 | 2.00 | ||||
2025-07-28 | 13F | 戴维森投资顾问公司 | 173,413 | 1.11 | 15,925 | 0.98 | ||||
2025-08-11 | 13F | 艾睿金融公司 | 4,848 | 445 | ||||||
2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 21,459 | 72.92 | 1,971 | 72.66 | ||||
2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 1,928 | 2.66 | 177 | 2.91 | ||||
2025-07-23 | NP | FAAAX - 富兰克林 K2 另类策略基金 A 类 | Short | -7,219 | -26.61 | -650 | -26.50 | |||
2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 225,667 | 1.62 | 20,723 | 1.49 | ||||
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 | 491 | 76.62 | 44 | 83.33 | ||||
2025-08-29 | NP | Aim 可变保险基金(景顺可变保险基金)- Invesco Vi 等权重标普 500 基金系列 I | 10,605 | 3.55 | 974 | 3.40 | ||||
2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 354,407 | 9.21 | 32,545 | 9.07 | ||||
2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 94,829 | 2.93 | 8,708 | 2.80 | ||||
2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 3,410 | 3.02 | 313 | 13.00 | ||||
2025-08-05 | 13F | 长弓金融公司 | 73,524 | 6,752 | ||||||
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 | 58 | 5 | ||||||
2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 305,997 | 5.85 | 28,100 | 5.71 | ||||
2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 39,153 | 11.54 | 3,524 | 11.81 | ||||
2025-07-15 | 13F | Am投资策略有限公司 | 98,838 | 1.08 | 9 | 12.50 | ||||
2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 8,265 | 0.67 | 759 | 0.53 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 20,861 | 24.26 | 1,917 | 35.98 | ||||
2025-07-28 | 13F | 切萨皮克财富管理 | 7,801 | 145.86 | 716 | 146.05 | ||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 2,407 | 1,046.19 | 221 | 1,057.89 | ||||
2025-07-09 | 13F | PFW 顾问有限责任公司 | 6,200 | 1.41 | 569 | 1.25 | ||||
2025-08-01 | 13F | 梅希尔资本有限责任公司 | 3,255 | 3.76 | 299 | 3.47 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -466 | -43 | |||||
2025-08-08 | 13F | 维斯特科公司 | 142,453 | 4.35 | 13 | 8.33 | ||||
2025-07-29 | 13F | 价值观第一顾问公司 | 7,425 | 9.71 | 682 | 9.66 | ||||
2025-07-15 | 13F | 亲和财富管理有限公司 | 9,337 | 0.68 | 857 | 0.59 | ||||
2025-07-28 | 13F | 整体规划有限责任公司 | 4,988 | 0.04 | 458 | 0.00 | ||||
2025-07-08 | 13F | 金石金融集团有限公司 | 7,145 | 11.52 | 654 | 10.87 | ||||
2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 6,456 | 5.25 | 593 | 4.96 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 2,629 | 14.21 | 242 | 14.69 | ||||
2025-08-20 | 13F | 北达拉斯银行与信托公司 | 12,176 | 1,118 | ||||||
2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 17,100 | 44.92 | 1,570 | 44.70 | ||||
2025-08-11 | 13F | 遗产财富顾问 | 6,229 | 2.05 | 572 | 1.96 | ||||
2025-07-07 | 13F | 班戈储蓄银行 | 21,133 | 3.45 | 1,941 | 3.30 | ||||
2025-07-11 | 13F | 格兰特私人财富管理公司 | 60,811 | 5,584 | ||||||
2025-08-07 | 13F | 传统财务顾问公司 | 5,663 | 4.39 | 520 | 4.42 | ||||
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 | 24,367 | 5.98 | 2,238 | 5.82 | ||||
2025-07-16 | 13F | 多元化企业有限责任公司 | 44,390 | 11.57 | 4,076 | 11.43 | ||||
2025-07-17 | 13F | 格里森集团公司 | 17,123 | 0.84 | 1,572 | 0.70 | ||||
2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 204,839 | 0.14 | 18,810 | 0.01 | ||||
2025-08-01 | 13F | 威廉·艾伦有限公司 | 9,563 | 0.84 | 878 | 0.80 | ||||
2025-08-14 | 13F | BCS私人财富管理有限公司 | 3,030 | 0 | ||||||
2025-08-07 | 13F | 第一来源银行 | 5,518 | 32.96 | 507 | 32.81 | ||||
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 | 865 | 154.41 | 79 | 182.14 | ||||
2025-08-12 | 13F | 频谱财富咨询集团有限责任公司 | 4,304 | 0.14 | 395 | 0.00 | ||||
2025-07-10 | 13F | HF 咨询集团有限责任公司 | 29,473 | 17.10 | 2,706 | 16.94 | ||||
2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 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 | 41,174 | 1.41 | 3,781 | 1.29 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 83,483 | 7.03 | 7,666 | 6.90 | ||||
2025-07-23 | 13F | 绅士私人财富有限责任公司 | 4,877 | 0.60 | 448 | 0.45 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 136,800 | 0.83 | 12,562 | 0.71 | ||||
2025-07-15 | 13F | Bfsg 有限公司 | 72,229 | 0.12 | 6,633 | -0.02 | ||||
2025-06-18 | NP | RGIAX - 全球基础设施基金 A 类 | 28,601 | 62.05 | 2,628 | 77.45 | ||||
2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,136 | 28.77 | 380 | 41.26 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 93,638 | 45.79 | 9 | 60.00 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 3,274 | 5.14 | 301 | 4.90 | ||||
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 | 75,798 | 10.38 | 6,965 | 20.84 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 20,036 | 18.06 | 1,840 | 17.88 | ||||
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 | 1,187,595 | 2.64 | 109,057 | 2.51 | ||||
2025-07-09 | 13F | 伍德斯托克公司 | 63,725 | 0.00 | 5,852 | -0.14 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 53,557 | 4.59 | 4,918 | 4.46 | ||||
2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 4,498 | 5.64 | 413 | 5.63 | ||||
2025-08-14 | 13F | 南岸银行 | 15,664 | 2.92 | 1,438 | 2.79 | ||||
2025-07-30 | NP | ZECP - Zacks 收益一致投资组合 ETF | 28,150 | 5.95 | 2,534 | 6.21 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 75,445 | 15.95 | 6,928 | 15.79 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 290,167 | 928.52 | 26,646 | 927.22 | ||||
2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 82,141 | 0.99 | 7,543 | 0.86 | ||||
2025-08-14 | 13F | JPL 财富管理有限责任公司 | 39,943 | 0.32 | 3,668 | 0.16 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 76,700 | 539.17 | 7,043 | 538.53 | |||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 13,980 | 0.31 | 1,276 | -0.31 | ||||
2025-08-13 | 13F | 巴尔的摩华盛顿金融顾问公司 | 106,443 | 18.89 | 9,775 | 18.73 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 92,536 | 0.99 | 8,498 | 0.85 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 601,900 | 36.55 | 55,272 | 36.37 | |||
2025-07-09 | 13F | 捷克国家银行 | 268,648 | 6.80 | 24,670 | 6.66 | ||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 7,130 | 655 | ||||||
2025-07-23 | 13F | 哈迪里德有限责任公司 | 2,280 | 3.07 | 209 | 2.96 | ||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 85,084 | 15.95 | 7,813 | 15.80 | ||||
2025-08-08 | 13F | 金融引力公司 | 1,087 | 805.83 | 100 | 1,000.00 | ||||
2025-07-10 | 13F | 科扎克联合公司 | 838 | 0.84 | 77 | 2.67 | ||||
2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,118,326 | 0.04 | 103 | 0.00 | ||||
2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 15,414 | 1,416 | ||||||
2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 40,259 | 5.01 | 3,697 | 4.88 | ||||
2025-07-24 | 13F | KC 投资顾问有限公司 | 7,768 | 1.01 | 713 | 0.85 | ||||
2025-07-31 | 13F | 布莱恩·洛金融集团有限责任公司 | 2,609 | 240 | ||||||
2025-08-14 | 13F | 橡子财富顾问有限责任公司 | 10,204 | 0.60 | 937 | 0.54 | ||||
2025-07-17 | 13F | XML 金融有限责任公司 | 16,566 | 3.69 | 1,521 | 3.61 | ||||
2025-07-22 | 13F | 雪松山顾问有限责任公司 | 3,341 | 0.81 | 307 | 0.66 | ||||
2025-08-14 | 13F | 原型财富合作伙伴 | 4,546 | 6.84 | 0 | |||||
2025-06-26 | NP | CBLS - Clough 对冲股票 ETF | 7,600 | 698 | ||||||
2025-07-31 | 13F | 新罕布什尔信托 | 3,936 | 11.09 | 361 | 11.08 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 1,700 | 287.24 | 156 | 290.00 | ||||
2025-08-01 | 13F | 亚历山大实验室有限公司 | 2,624 | 5.55 | 241 | 5.26 | ||||
2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,123 | 1.70 | 1,849 | 11.32 | ||||
2025-08-12 | 13F | 北极星金融公司 | 12,010 | 46.30 | 1,103 | 46.15 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 362,559 | 4.54 | 33,294 | 4.40 | ||||
2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 3,496 | 10.70 | 321 | 10.69 | ||||
2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 58,956 | 0.68 | 5,414 | 0.54 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 1,186,232 | 8.04 | 109 | 8.00 | ||||
2025-04-17 | 13F | 蒙特西托银行与信托 | 9,876 | 5.29 | 908 | 17.62 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 50,402 | 151.66 | 4,628 | 151.39 | ||||
2025-08-08 | 13F | KBC 集团 | 99,350 | 17.65 | 9 | 28.57 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 131,053 | 12.65 | 12,042 | 23.31 | ||||
2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 10,839 | 260.94 | 995 | 260.51 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 974 | 1.56 | 89 | 1.14 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 公用事业部门基金 (a) | 534,238 | 15.99 | 49,059 | 15.84 | ||||
2025-08-14 | 13F | 有远见的财富顾问 | 98,495 | 2.36 | 9,045 | 2.23 | ||||
2025-08-11 | 13F | 道夫菲尔普斯投资管理公司 | 1,345,974 | 3.47 | 123,601 | 3.33 | ||||
2025-07-29 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 33,120 | 3.97 | 2,981 | 4.20 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 100,147 | 9,126 | ||||||
2025-08-14 | 13F | 维斯塔资本合伙公司 | 8,710 | 0.51 | 800 | 0.38 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 355,458 | 0.56 | 32,642 | 0.43 | ||||
2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 43,346 | 3.99 | 3,980 | 3.86 | ||||
2025-08-13 | 13F | 麦高恩集团资产管理公司 | 4,758 | 0.04 | 437 | -0.23 | ||||
2025-08-11 | 13F | 其他财富有限责任公司 | 2,655 | 3.03 | 244 | 2.97 | ||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 514,736 | 2.67 | 47 | 2.17 | ||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 7,436 | 15.99 | 683 | 15.79 | ||||
2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 17,502 | 16.64 | 1,608 | 27.72 | ||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 69,351 | 6,369 | ||||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 242 | 195.12 | 22 | 214.29 | ||||
2025-08-12 | 13F | 奥兹克银行 | 37,359 | 3.34 | 3,431 | 3.22 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 14,225 | 5.94 | 1,306 | 5.83 | ||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 3,084 | 11.58 | 283 | 11.42 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 22,955 | 1.33 | 2,108 | 1.20 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 25,479 | 19.88 | 2,340 | 19.70 | ||||
2025-07-08 | 13F | NBC 证券公司 | 21,272 | 2.07 | 2 | 0.00 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 5,020 | 7.54 | 461 | 7.23 | ||||
2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 158,554 | 14,560 | ||||||
2025-07-29 | 13F | 美国精神管理公司/纽约 | 6,700 | 13.56 | 615 | 13.47 | ||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 2,026 | 36.98 | 186 | 36.76 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 19,086 | 11.91 | 1,755 | 14.56 | ||||
2025-06-27 | NP | PUI - Invesco DWA 公用事业动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,333 | 87.47 | 2,879 | 105.20 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 266,360 | 153.63 | 24,460 | 153.30 | ||||
2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 7,600 | 160.01 | 698 | 233.49 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 101,011 | 239.03 | 9,276 | 238.63 | ||||
2025-08-21 | NP | MXEBX - Great-West 核心策略:美国股票基金机构类 | 7,389 | 5.47 | 679 | 5.28 | ||||
2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 422,564 | 3.37 | 38,804 | 3.24 | ||||
2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 2,580 | 0.16 | 237 | 0.00 | ||||
2025-08-14 | 13F | 比恩维尔资本管理有限公司 | 5,442 | 0.78 | 500 | 0.60 | ||||
2025-07-21 | 13F | Ameriflex 集团公司 | 300 | 275.00 | 27 | 285.71 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 113,435 | 149.52 | 10,417 | 149.19 | ||||
2025-08-12 | 13F/A | 科扎德资产管理公司 | 5,350 | 3.88 | 491 | 3.81 | ||||
2025-07-24 | 13F | 美国合众银行\de\ | 425,296 | 0.27 | 39,055 | 0.14 | ||||
2025-08-11 | 13F | 资本广场有限责任公司 | 25,586 | 0.63 | 2,371 | 1.37 | ||||
2025-08-14 | 13F | 安盛公司 | 101,923 | 1,152.13 | 9,360 | 1,151.20 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 32,598 | 7.34 | 2,993 | 7.20 | ||||
2025-08-08 | 13F | 凡士通资本管理公司 | 4,619 | 0.15 | 424 | 0.00 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 167,593 | 4.97 | 15,390 | 4.84 | ||||
2025-07-18 | 13F | 帕森斯资本管理公司/ri | 20,324 | 2.52 | 1,866 | 2.41 | ||||
2025-08-13 | 13F | 皇家基金管理有限责任公司 | 3,640 | 11.90 | 334 | 11.71 | ||||
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 | 41 | 17.14 | 4 | 50.00 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 134,197 | 6.14 | 12,323 | 6.00 | ||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 89,739 | 5.65 | 8,241 | 5.51 | ||||
2025-08-14 | 13F | 维德曼金融服务公司 | 12,871 | 8.27 | 1,182 | 8.05 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 9,445 | 3.17 | 867 | 3.09 | ||||
2025-07-30 | 13F | 哨兵有限责任公司 | 7,085 | 0.06 | 651 | -0.15 | ||||
2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 5,401 | 1.45 | 496 | 1.23 | ||||
2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 183,953 | 3.10 | 16,556 | 3.33 | ||||
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 | 1,521,500 | 12.62 | 139,719 | 12.48 | ||||
2025-08-11 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 1,450 | 314.29 | 133 | 315.63 | ||||
2025-08-12 | 13F | 景观资本管理有限公司 | 20,358 | 654.28 | 1,869 | 653.63 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 2,616 | 13.15 | 240 | 13.21 | ||||
2025-08-26 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 976,492 | 247.30 | 89,671 | 246.85 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 10,495 | 6.29 | 964 | 6.17 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 10 | 150.00 | 1 | |||||
2025-08-13 | 13F | 第1832章 | 615,958 | 8.89 | 56,563 | 8.75 | ||||
2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 118,655 | 20.96 | 10,896 | 20.80 | ||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 20,037 | 8.99 | 1,840 | 8.82 | ||||
2025-08-14 | 13F | 阳光地带证券公司 | 5,626 | 39.12 | 463 | 24.80 | ||||
2025-08-13 | 13F | 尊贵退休有限公司 | 5,286 | 8.41 | 485 | 8.26 | ||||
2025-07-14 | 13F | 富达财富管理 | 7,085 | 0.45 | 651 | 0.31 | ||||
2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 628,350 | 0.46 | 56,552 | 0.70 | ||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 6,241 | 6.57 | 573 | 6.51 | ||||
2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 3,879 | 356 | ||||||
2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 86,873 | 1.87 | 7,978 | 1.73 | ||||
2025-07-28 | 13F | 道明资产管理公司 | 403,551 | 2.43 | 37,058 | 2.30 | ||||
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 | 13,329,442 | 0.51 | 1,224,043 | 0.38 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 53,874 | 6.68 | 4,947 | 6.55 | ||||
2025-07-31 | 13F | 基石管理公司 | 3,798 | 0.05 | 349 | -0.29 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 45,770 | 0.59 | 4,206 | 10.11 | ||||
2025-06-24 | NP | FSTRX - 联邦 MDT 大盘价值基金 A 类股票 | 31,755 | 2,918 | ||||||
2025-08-14 | 13F | 信托信托公司 | 9,421 | 18.34 | 865 | 18.33 | ||||
2025-08-05 | 13F | iA全球资产管理公司 | 227,902 | 4.18 | 21 | 0.00 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 49,400 | 72.13 | 4,536 | 71.95 | |||
2025-08-06 | 13F | 方正金融证券有限公司 | 2,267 | 2.39 | 208 | 4.00 | ||||
2025-08-12 | 13F | 豪与鲁斯林公司 | 6,328 | 2.54 | 581 | 2.47 | ||||
2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 2,685 | 8.27 | 247 | 7.89 | ||||
2025-07-17 | 13F | 克莱因帕夫利斯和皮斯利金融公司 | 25,611 | 2,352 | ||||||
2025-07-15 | 13F | 韦拉策略公司 | 3,162 | 0.06 | 290 | 0.00 | ||||
2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 10,846 | 14.77 | 996 | 14.63 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 25,747 | 0.74 | 2,364 | 0.64 | ||||
2025-08-26 | NP | IGF - iShares 全球基础设施 ETF | 2,524,268 | 13.36 | 231,804 | 13.22 | ||||
2025-06-30 | NP | ZAP-Global X 美国电气化 ETF | 27,067 | 7.55 | 2,487 | 17.76 | ||||
2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 111,122 | 1.39 | 10,204 | 1.26 | ||||
2025-07-17 | 13F | 值得财务咨询集团有限责任公司 | 5,997 | 48.92 | 551 | 48.65 | ||||
2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 2,255 | 207 | ||||||
2025-08-12 | 13F | JL 班布里奇公司 | 4,523 | 1.59 | 415 | 1.47 | ||||
2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 5,902 | 5.17 | 542 | 4.84 | ||||
2025-07-17 | 13F | 罗宾斯法利有限公司 | 33,219 | 2.36 | 3,051 | 2.21 | ||||
2025-08-29 | NP | STRV - Strive 500 ETF | 18,751 | 6.69 | 1,722 | 6.50 | ||||
2025-07-24 | 13F | 纪念碑资本管理公司 | 4,059 | 373 | ||||||
2025-08-05 | 13F | 亨廷顿国家银行 | 250,551 | 8.97 | 23,008 | 8.83 | ||||
2025-04-14 | 13F | 格里菲斯与沃纳公司 | 59,013 | 6.40 | 5,426 | 18.86 | ||||
2025-08-08 | 13F | 贝拉德公司 | 44,096 | 1.25 | 4,049 | 1.12 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 9,704 | 2.14 | 891 | 2.06 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 34,200 | 755.00 | 3,141 | 755.59 | |||
2025-07-15 | 13F | 第一城市资本管理公司 | 20,332 | 2.86 | 1,867 | 2.75 | ||||
2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 2,838 | 261 | ||||||
2025-07-24 | 13F | PDS 规划公司 | 6,034 | 70.93 | 554 | 70.99 | ||||
2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 11,596 | 1.40 | 1,106 | 5.34 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -7,446 | 34.14 | -684 | 33.92 | |||
2025-07-25 | 13F | 康科德资产管理有限公司/VA | 44,504 | 13.59 | 4,087 | 14.45 | ||||
2025-07-24 | 13F | JB资本有限责任公司 | 5,059 | 0.80 | 465 | 0.65 | ||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 43,360 | 0.03 | 3,982 | -0.10 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 161,618 | 700.56 | 14,841 | 699.62 | ||||
2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 6,575,961 | 0.41 | 603,870 | 0.28 | ||||
2025-07-16 | 13F | BankPlus财富管理有限公司 | 2,545 | 8.21 | 234 | 7.87 | ||||
2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 153,719 | 519.83 | 14,116 | 519.12 | ||||
2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 28,298 | 12.59 | 2,600 | 23.28 | ||||
2025-07-14 | 13F | 金融丰收有限责任公司 | 3,363 | 309 | ||||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 258,900 | 21.09 | 23,534 | 20.79 | |||
2025-08-13 | 13F | 橡子顾问有限责任公司 | 2,685 | 0 | ||||||
2025-07-24 | 13F | 财务安全顾问公司 | 12,936 | 5.23 | 1,188 | 5.04 | ||||
2025-08-25 | NP | EVTMX - Eaton Vance Dividend Builder Fund A 类 | 185,000 | 16,989 | ||||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 971 | 14.64 | 0 | |||||
2025-08-14 | 13F | 克劳福德投资顾问公司 | 260,685 | 1.19 | 23,939 | 1.06 | ||||
2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 40,147 | 203.04 | 3,687 | 202.63 | ||||
2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | Short | -963 | -21.39 | -88 | -21.43 | |||
2025-07-18 | 13F | 美国金融组合公司 | 7,403 | 680 | ||||||
2025-07-28 | 13F | Kiker 财富管理有限公司 | 14,120 | 0.06 | 1,297 | -0.08 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通纳斯达克对冲股票基金 (I) | 2,950 | 25.48 | 271 | 25.00 | ||||
2025-08-06 | 13F | 南州公司 | 32,068 | 0.85 | 2,945 | 0.72 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 6,768,667 | 1.32 | 621,567 | 1.18 | ||||
2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 25,322 | 0.55 | 2,325 | 0.43 | ||||
2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 3,353 | 32.58 | 308 | 32.33 | ||||
2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 3,712 | 5.57 | 341 | 5.26 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 7,387 | 2.93 | 678 | 2.88 | ||||
2025-06-24 | NP | JDIV-摩根大通股息领先ETF | 1,751 | 4.98 | 161 | 14.29 | ||||
2025-08-04 | 13F | IFG 咨询有限责任公司 | 103,041 | 2.81 | 9,462 | 2.68 | ||||
2025-08-07 | 13F | 中西部信托公司 | 225,772 | 20,733 | ||||||
2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 3,578 | 329 | ||||||
2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 94,611 | 4.42 | 8,694 | 14.29 | ||||
2025-08-11 | 13F | 先锋集团公司 | 105,904,243 | 1.63 | 9,725,187 | 1.49 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 229,180 | 7.03 | 21,046 | 6.89 | ||||
2025-08-12 | 13F | 私人管理集团公司 | 2,248 | 206 | ||||||
2025-07-14 | 13F | Proathlete 财富管理有限公司 | 1,773 | 0.57 | 163 | 0.00 | ||||
2025-08-13 | 13F | 阿蒙迪 | 2,340,475 | 36.65 | 213,334 | 34.57 | ||||
2025-08-05 | 13F | 吉尔伯特和库克公司 | 10,712 | 2.07 | 984 | 1.87 | ||||
2025-08-07 | 13F | 比斯富尔默投资管理公司 | 4,937 | 1.06 | 453 | 0.89 | ||||
2025-08-01 | 13F | 弗格森·夏皮罗有限责任公司 | 4,305 | 395 | ||||||
2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 16,743 | 8.24 | 1,507 | 8.50 | ||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 168,705 | 6.37 | 15,183 | 6.62 | ||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 985,858 | 2.86 | 90,531 | 2.73 | ||||
2025-08-08 | 13F | 弗朗西斯金融公司 | 2,624 | 2.10 | 241 | 1.69 | ||||
2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 606,899 | 2.36 | 55,732 | 2.23 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 90,424 | 8.30 | 8,304 | 8.15 | ||||
2025-07-15 | 13F | 席茨·史密斯财富管理 | 13,272 | 0.34 | 1,219 | 0.16 | ||||
2025-07-18 | 13F | 罗格科,Lp | 10,836 | 0.39 | 995 | 0.30 | ||||
2025-07-15 | 13F | ACT 顾问有限责任公司。 | 2,274 | 4.03 | 209 | 3.48 | ||||
2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 504 | 46 | ||||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 2,500,656 | 0.58 | 229,606 | 0.44 | ||||
2025-06-26 | NP | CBSE - Clough 精选股票 ETF | 5,908 | 543 | ||||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 1,709,072 | 5.66 | 153,816 | 5.91 | ||||
2025-07-23 | 13F | 钢峰财富管理有限公司 | 9,139 | 26.98 | 839 | 26.93 | ||||
2025-08-06 | 13F | 西蒙斯银行 | 70,632 | 2.19 | 6,486 | 2.06 | ||||
2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 29,702 | 2,728 | ||||||
2025-08-14 | 13F | 目的地财富管理 | 7,158 | 1.16 | 657 | 1.08 | ||||
2025-08-04 | 13F | 俄亥俄州 | 328,702 | 1.91 | 30,185 | 1.77 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 9,149 | 85.54 | 840 | 85.43 | ||||
2025-07-30 | 13F | 怀特灯塔投资管理公司 | 8,205 | 0.56 | 753 | 0.40 | ||||
2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 29,405 | 0.43 | 2,700 | 0.30 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 683,100 | 33.44 | 62,729 | 33.27 | |||
2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 7,103 | 653 | ||||||
2025-07-07 | 13F | OMNI 360 财富公司 | 4,011 | 0.10 | 368 | 0.00 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 21,462 | 7.39 | 1,971 | 7.24 | ||||
2025-08-14 | 13F | Xponance公司 | 173,817 | 10.72 | 15,962 | 10.58 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 373,438 | 12.08 | 34,293 | 11.93 | ||||
2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | Short | -808,147 | 14.12 | -74,261 | 24.92 | |||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 3,091 | 22.17 | 293 | 25.86 | ||||
2025-08-13 | 13F | 盖特威财富合作伙伴有限责任公司 | 5,061 | 14.27 | 465 | 14.00 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 589,277 | 8.98 | 53,035 | 9.23 | ||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 43,843 | 235.63 | 4,026 | 235.22 | ||||
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 | 1,674,768 | 3,578.06 | 153,894 | 3,926.53 | ||||
2025-08-12 | 13F | 银色信托公司 | 43,039 | 8.55 | 3,952 | 8.42 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 84,206 | 6.59 | 7,732 | 7.43 | ||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 747 | 35.08 | 69 | 47.83 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 353,600 | 111.74 | 32,471 | 111.47 | |||
2025-09-04 | 13F/A | 顾问集团控股公司 | 624,649 | 25.17 | 57,391 | 25.03 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 37,375 | 39.26 | 3,432 | 39.12 | ||||
2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 15,561 | 0.01 | 1,429 | -0.14 | ||||
2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 231,151 | 3.15 | 21,227 | 3.01 | ||||
2025-08-26 | NP | GEQYX - 机构股票指数基金 | 136,927 | 5.49 | 12,574 | 5.35 | ||||
2025-07-18 | 13F | 第一联合银行信托/ | 23,224 | 5.79 | 2,133 | 5.65 | ||||
2025-08-14 | 13F | 资本与规划有限责任公司 | 139,178 | 1.59 | 12,781 | 1.46 | ||||
2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 2,471 | 39.68 | 227 | 39.51 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | 1,197,502 | 109,967 | ||||||
2025-08-06 | 13F | 顾问投资有限责任公司 | 4,568 | 419 | ||||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 19,186 | 2.06 | 1,789 | 5.92 | ||||
2025-07-23 | 13F | Mainsail Asset Management, Llc | 9,178 | 0.14 | 843 | 0.00 | ||||
2025-07-30 | 13F | 施尼德资本管理有限公司 | 59,217 | 0.67 | 5,438 | 0.54 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 7,337 | 6.58 | 674 | 6.49 | ||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 122,408 | 5.27 | 11,241 | 5.14 | ||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 11,471 | 1,053 | ||||||
2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 215,850 | 42.08 | 19,822 | 41.89 | ||||
2025-08-26 | NP | PDIAX - Virtus Rampart 增强型核心股票基金 A 类 | 52,654 | 5.47 | 4,835 | 5.34 | ||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 266,378 | 1,201.56 | 24,461 | 1,200.43 | ||||
2025-07-22 | 13F | 综合财务顾问机构有限公司 | 2,908 | 12.71 | 267 | 12.66 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 184,531 | 2.82 | 17 | 0.00 | ||||
2025-08-28 | NP | FGIAX - Nuveen 全球基础设施基金 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 | 102,880 | 45.21 | 9,447 | 45.03 | ||||
2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 922 | 27.70 | 85 | 27.27 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 628 | 17.60 | 58 | 16.33 | ||||
2025-07-14 | 13F | 芝加哥信托公司 | 10,729 | 11.14 | 985 | 11.05 | ||||
2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 16,552 | 59.06 | 1,520 | 58.89 | ||||
2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 2,580 | 12.42 | 237 | 11.85 | ||||
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 | 521,404 | 0.01 | 47,912 | 9.46 | ||||
2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 4,736 | 8.42 | 431 | 7.77 | ||||
2025-08-13 | 13F | DL卡尔森投资集团公司 | 23,670 | 4.03 | 2,174 | 3.87 | ||||
2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 536,099 | 12.34 | 49,230 | 12.19 | ||||
2025-07-30 | 13F | 格林纳普街财富管理有限公司 | 7,014 | 0.72 | 644 | 0.63 | ||||
2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 3,042 | 0.46 | 279 | 0.36 | ||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 12,440 | 21.33 | 1,142 | 21.23 | ||||
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 | 328,433 | 0.44 | 30,180 | 9.94 | ||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 13,005 | 4.73 | 1,231 | 9.71 | ||||
2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 4,350 | 0.32 | 399 | 0.25 | ||||
2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 2,048 | 0.79 | 188 | 1.08 | ||||
2025-07-17 | 13F | Enclave 顾问有限公司 | 3,807 | 7.97 | 350 | 7.72 | ||||
2025-07-22 | 13F | 华威投资管理公司 | 3,294 | 7.19 | 302 | 7.09 | ||||
2025-07-22 | 13F | Apexium 金融有限公司 | 5,957 | 5.94 | 547 | 5.80 | ||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 51,277 | 2.80 | 4,709 | 2.66 | ||||
2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 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 | 965,318 | 12.81 | 86,879 | 13.08 | ||||
2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 4,426 | 0.05 | 406 | 0.00 | ||||
2025-06-25 | NP | FUTY - 富达 MSCI 公用事业指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,412,214 | 2.59 | 129,768 | 12.30 | ||||
2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 995 | 23.14 | 91 | 22.97 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 1,014,384 | 0.05 | 93,151 | -0.08 | ||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 914 | 110.11 | 84 | 112.82 | ||||
2025-07-15 | 13F | BCS财富管理 | 4,572 | 0 | ||||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 13,801 | 1,316 | ||||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 3,970 | 0.20 | 365 | 0.00 | ||||
2025-08-14 | 13F | 山顶控股公司 | 21,548 | 20.62 | 1,979 | 20.46 | ||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 3,696 | 25.08 | 339 | 25.09 | ||||
2025-08-05 | 13F | 西区投资管理公司 | 2,984 | 11.26 | 274 | 11.38 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 26,771 | 33.02 | 2,458 | 32.86 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 55,252 | 28.03 | 5,074 | 27.85 | ||||
2025-07-01 | 13F | 卡伦投资集团有限公司 | 79,392 | 16.37 | 7,291 | 16.21 | ||||
2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 158,859 | 2.60 | 14,588 | 2.47 | ||||
2025-07-25 | 13F | CWM有限公司 | 98,283 | 5.49 | 9 | 12.50 | ||||
2025-07-29 | NP | GINX - SGI 增强型全球收入 ETF | 2,916 | 262 | ||||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 33,411 | 2.53 | 3,068 | 2.40 | ||||
2025-08-13 | 13F | 正交资本有限公司 | 26,372 | 2,421 | ||||||
2025-07-17 | 13F | 最前线财富管理公司 | 2,874 | 0.07 | 264 | -0.38 | ||||
2025-08-26 | NP | JEPQ - 摩根大通纳斯达克股票溢价收入 ETF | 1,043,745 | 8.00 | 95,847 | 7.86 | ||||
2025-07-16 | 13F/A | CX 机构 | 8,377 | 3.30 | 1 | |||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 10 | 1 | ||||||
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 | 66 | 22.22 | 6 | 50.00 | ||||
2025-08-14 | 13F | 贝克尔资本管理公司 | 234,052 | 5.28 | 21,493 | 5.14 | ||||
2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 12,418 | 3.93 | 1,140 | 3.83 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 31,950 | 15.27 | 2,934 | 15.11 | ||||
2025-08-01 | 13F | 瑞穗证券美国有限公司 | 75,957 | 6,975 | ||||||
2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 59,896 | 228.72 | 5,500 | 228.36 | ||||
2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 31,197,611 | 2.47 | 2,864,877 | 2.34 | ||||
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 | 372,834 | 2.00 | 34,260 | 11.65 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 3,320,200 | 7.44 | 304,894 | 7.30 | ||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 480 | 2.13 | 44 | 2.33 | ||||
2025-07-17 | 13F | 长滩农商信托公司 | 14,385 | 0.73 | 1,321 | 0.53 | ||||
2025-07-18 | 13F | 自由资本管理公司 | 2,756 | 12.86 | 253 | 12.95 | ||||
2025-07-29 | 13F | Mb,Levis&Associates,Llc | 423 | 0.24 | 39 | 0.00 | ||||
2025-08-12 | 13F | 三菱日联证券美国公司 | 24,358 | 15.13 | 2,237 | 14.96 | ||||
2025-07-24 | 13F | 鲍德温兄弟公司/马 | 7,166 | 2.90 | 658 | 2.81 | ||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 25,010 | 2,297 | ||||||
2025-08-14 | 13F | 资本规划顾问有限责任公司 | 3,112 | 0.26 | 286 | 0.00 | ||||
2025-07-28 | NP | XRLV - Invesco S&P 500 除息敏感低波动性 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 | 5,486 | 20.78 | 494 | 21.13 | ||||
2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 6,261 | 3.73 | 575 | 3.42 | ||||
2025-07-08 | 13F | 栽培资本公司 | 2,795 | 257 | ||||||
2025-08-15 | 13F | Binnacle投资公司 | 442 | 11.90 | 41 | 11.11 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 9,302 | 29.10 | 837 | 29.57 | ||||
2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 37,921 | 3,482 | ||||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 630,200 | 39.46 | 57,871 | 39.27 | |||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 174,085 | 109.77 | 15,986 | 109.52 | ||||
2025-07-28 | NP | VCGAX - 成长与收益基金 | 8,185 | 38.35 | 737 | 38.61 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 1,103,400 | 7.48 | 101,325 | 7.34 | |||
2025-08-26 | NP | DMAGX - Driehaus 多元资产增长经济基金 | 13,456 | 101.29 | 1,236 | 101.14 | ||||
2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 2,201 | 202 | ||||||
2025-08-14 | 13F | 第一基金会顾问 | 3,314 | 304 | ||||||
2025-07-11 | 13F | 银橡树证券公司 | 15,763 | 1.77 | 1,448 | 2.55 | ||||
2025-07-25 | 13F | 谷溪资本集团有限公司 | 8,409 | 0.62 | 772 | 0.52 | ||||
2025-08-11 | 13F | 斯通布鲁克私人公司 | 2,250 | 207 | ||||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 144,094 | 16.45 | 13,233 | 17.25 | ||||
2025-07-29 | 13F | 诺瓦资本管理有限公司 | 9,803 | 46.12 | 900 | 46.10 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 6,357 | 13.38 | 584 | 13.20 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 11,595 | 1.49 | 1,065 | 1.33 | ||||
2025-08-13 | 13F | 资本国际公司/ca/ | 306,546 | 60.35 | 28,150 | 60.15 | ||||
2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 3,575 | 3.56 | 328 | 3.47 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 29,719 | 13.43 | 2,729 | 13.28 | ||||
2025-04-01 | 13F | 基石规划有限责任公司 | 9,402 | 774 | ||||||
2025-07-21 | 13F | 老奥罗拉第二国家银行 | 2,061 | 1.23 | 189 | 1.07 | ||||
2025-08-13 | 13F | Trustmark 国家银行信托部 | 79,017 | 0.79 | 7,256 | 0.67 | ||||
2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 7,947 | 4.02 | 730 | 3.85 | ||||
2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 39,974 | 21.05 | 3,673 | 32.50 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 363,426 | 6.24 | 33,373 | 6.10 | ||||
2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | Short | -2,880 | -5.85 | -265 | 3.13 | |||
2025-06-26 | NP | FVAL - 富达价值因子 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 | 44,218 | 45.33 | 4,063 | 84.68 | ||||
2025-08-07 | 13F | 恩瓦姆有限公司 | 10,997 | 0.30 | 1,044 | 3.47 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 213,251 | 9.44 | 19,583 | 9.29 | ||||
2025-08-28 | NP | BULIX - 公用事业基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 147,943 | 3.26 | 13,586 | 3.12 | ||||
2025-08-26 | NP | TRVLX - T. Rowe 价格价值基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,144,100 | 177.32 | 105,063 | 254.99 | ||||
2025-05-30 | NP | PGMAX - PIMCO全球核心资产配置基金A | 6,400 | 146.15 | 588 | 174.77 | ||||
2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 1,108 | 45.60 | 102 | 46.38 | ||||
2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 9,798 | 14.40 | 900 | 14.23 | ||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | 164 | 0.00 | ||||||
2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 58,539 | 14.61 | 5,376 | 14.46 | ||||
2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 12,554 | 0.28 | 1,153 | 0.09 | ||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 12,218 | 0.44 | 1,122 | 0.27 | ||||
2025-07-23 | NP | Virtus 全球股息和收入基金公司 | 94,724 | 28.55 | 8,525 | 28.85 | ||||
2025-06-26 | NP | ELCV-Eventide 高股息 ETF | 68,548 | 40.40 | 6,299 | 53.68 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 70,683 | 0.24 | 6,495 | 9.73 | ||||
2025-08-11 | 13F | FSA财富管理有限责任公司 | 2,900 | 3.13 | 266 | 3.10 | ||||
2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 25,402 | 0.98 | 2,286 | 1.24 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 26,006,919 | 0.94 | 2,377,494 | 0.70 | ||||
2025-08-14 | 13F | 财富保全顾问有限公司 | 231 | 0.43 | 21 | 0.00 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 92,413 | 2.61 | 8,486 | 2.48 | ||||
2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 11,877 | 0.20 | 1,091 | 0.09 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 30,683 | 47.51 | 2,818 | 47.33 | ||||
2025-08-13 | 13F | 战略家庭财富顾问有限责任公司 | 2,179 | 200 | ||||||
2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 89,595 | 14.28 | 8,228 | 27.49 | ||||
2025-08-28 | NP | NCGFX - 新约成长基金 | 5,384 | 18.59 | 494 | 18.47 | ||||
2025-07-23 | 13F | 德雷克联合有限责任公司 | 6,015 | 15.27 | 552 | 15.24 | ||||
2025-07-30 | 13F | 达戴维森公司 | 79,075 | 8.11 | 7,261 | 7.97 | ||||
2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 3,661 | 12.68 | 336 | 12.75 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 75 | 971.43 | 7 | |||||
2025-07-16 | 13F | 卡哈巴财富管理公司 | 350,849 | 9.70 | 32,218 | 9.56 | ||||
2025-07-11 | 13F | AA 财务顾问有限责任公司 | 3,772 | 50.82 | 346 | 51.09 | ||||
2025-07-15 | 13F | 克罗诺斯财富管理有限责任公司 | 86,545 | 0.94 | 7,947 | 0.81 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 235,837 | 0.16 | 21,657 | 0.03 | ||||
2025-08-28 | NP | Amplify ETF Trust - Amplify AI 驱动的股票 ETF | 2,649 | 243 | ||||||
2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 71,783 | 7.62 | 6,460 | 7.88 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 1,243,669 | 2.39 | 114,206 | 2.26 | ||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 9,099 | 8.32 | 833 | 7.77 | ||||
2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 255 | 121.74 | 23 | 130.00 | ||||
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 | 204,385 | 1.97 | 18,769 | 1.84 | ||||
2025-07-25 | NP | LBSAX - 哥伦比亚股息收入基金 A 类 | 5,610,351 | 7.59 | 504,932 | 7.85 | ||||
2025-07-23 | 13F | 石门投资集团有限责任公司 | 890,861 | 1.20 | 81,808 | 1.07 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -1,038 | -95 | |||||
2025-07-22 | 13F | Orca 财富管理有限公司 | 4,487 | 0.16 | 412 | 0.24 | ||||
2025-04-01 | 13F | 中心资产管理有限责任公司 | 8,317 | 6.66 | 1 | |||||
2025-08-04 | 13F | 西弗森斯特雷格公司 | 6,418 | 48.36 | 589 | 48.36 | ||||
2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 12,656 | 32.75 | 1,162 | 32.65 | ||||
2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 20,489 | 34.47 | 1,883 | 47.15 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 36,991 | 8.79 | 3,397 | 8.64 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 321,244 | 8.55 | 29,538 | 21.25 | ||||
2025-08-19 | NP | RIFAX - 美国战略股票基金 | 17,807 | 66.53 | 1,635 | 66.33 | ||||
2025-08-26 | NP | Profunds - Profunds 公用事业副总裁 | 43,511 | 52.16 | 3,996 | 51.96 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 6,089 | 19.42 | 559 | 19.44 | ||||
2025-08-07 | 13F | 霍奇斯资本管理公司 | 4,250 | 2.41 | 390 | 2.09 | ||||
2025-08-08 | 13F | OmniStar 金融集团公司 | 38,055 | 4.84 | 3,495 | 4.52 | ||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 5,317 | 1.96 | 505 | 9.07 | ||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 7,292 | 670 | ||||||
2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 1,283,998 | 0.18 | 117,910 | 0.05 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 125,486 | 37.39 | 11,523 | 37.21 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 235,561 | 2.17 | 21,632 | 2.03 | ||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 108,226 | 199.85 | 9,938 | 199.52 | ||||
2025-08-07 | 13F | 罗林斯财务顾问有限责任公司 | 19,044 | 2.89 | 1,749 | 2.76 | ||||
2025-06-27 | NP | RSPU - Invesco S&P 500 等权重公用事业 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 | 151,910 | 7.40 | 13,959 | 17.56 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 241,009 | 0.63 | 22,132 | 0.50 | ||||
2025-08-13 | 13F | Transce3nd有限责任公司 | 371 | 9.12 | 34 | 9.68 | ||||
2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 4,421,331 | 9,099.61 | 48 | -98.91 | ||||
2025-08-12 | 13F | 保德信金融公司 | 1,164,431 | 92.23 | 106,930 | 91.98 | ||||
2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 26,822 | 16.68 | 2,463 | 16.56 | ||||
2025-08-13 | 13F | 安宏资本管理公司 /de/ | 2,200 | 202 | ||||||
2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 73,948 | 14.69 | 6,791 | 14.54 | ||||
2025-08-07 | 13F | 英杰华公司 | 18,714 | 4.30 | 1,719 | 4.18 | ||||
2025-07-18 | 13F | 哥伦比亚资产管理公司 | 11,443 | 0.03 | 1,051 | -0.10 | ||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 1,207,378 | 90.24 | 111 | 89.66 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 78 | 1,460.00 | 7 | |||||
2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 184 | 7.60 | 17 | 14.29 | ||||
2025-07-22 | 13F | 加速财富管理 | 2,347 | 1.73 | 216 | 1.42 | ||||
2025-07-28 | 13F | 布朗财务咨询 | 4,043 | 44.24 | 371 | 44.36 | ||||
2025-08-27 | NP | RYUIX - 公用事业基金投资者类别 | 11,789 | 45.27 | 1,083 | 45.04 | ||||
2025-08-12 | 13F | PKS 咨询服务有限公司 | 2,333 | 214 | ||||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 25,168 | 629.08 | 2,311 | 629.02 | ||||
2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 30,335 | 5.58 | 2,786 | 5.45 | ||||
2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 5,858 | 8.66 | 538 | 8.48 | ||||
2025-07-31 | 13F | 共振资本顾问有限责任公司 | 3,513 | 32.02 | 323 | 31.97 | ||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 33,860 | 0.73 | 3,111 | 10.28 | ||||
2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 95 | 9 | ||||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 117,585 | 1.31 | 10,798 | 1.18 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 25,815 | 13.71 | 2,371 | 13.56 | ||||
2025-08-08 | 13F | 三菱日联信托银行 | 822,403 | 5.45 | 75,521 | 5.32 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 58,714 | 14.33 | 5,392 | 14.17 | ||||
2025-08-28 | NP | XLU - 公用事业精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,587,871 | 2.72 | 1,523,264 | 2.59 | ||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 54,803 | 5,033 | ||||||
2025-08-06 | 13F | Wsfs 资本管理有限公司 | 10,209 | 7.01 | 937 | 6.84 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 592,538 | 2.12 | 54 | 1.89 | ||||
2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 39,293 | 18.25 | 4 | 0.00 | ||||
2025-08-14 | 13F | L2 资产管理有限责任公司 | 4,905 | 6.17 | 450 | 6.13 | ||||
2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 3,853 | 10.21 | 354 | 9.97 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 201,876 | 33.32 | 18,538 | 33.15 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 165,089 | 4.15 | 15,160 | 4.02 | ||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 1,310 | 120 | ||||||
2025-07-15 | 13F | 财务管理专业人士公司 | 1,501 | 1.49 | 138 | 0.74 | ||||
2025-08-13 | 13F | 蓝鳍资本公司 | 13,588 | 16.29 | 1,248 | 29.76 | ||||
2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 198,245 | 16.40 | 17,842 | 16.68 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 4,749 | 10.67 | 436 | 21.11 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 45,111 | 5.43 | 4,141 | 5.26 | ||||
2025-08-26 | NP | PGUAX - Virtus Duff & Phelps 全球基础设施基金 A 类 | 36,640 | 30.20 | 3,365 | 30.03 | ||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 1,200,624 | 71.36 | 110,253 | 71.14 | ||||
2025-08-06 | 13F | 科技银行/pa | 685 | 5.71 | 63 | 5.08 | ||||
2025-07-29 | 13F | 科辛斯基资产管理公司 | 21,698 | 18.30 | 1,993 | 18.15 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 3,520 | 20.14 | 1,373 | 410.41 | ||||
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 | 190,400 | 0.42 | 17,096 | 1.17 | ||||
2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 4,193 | 0.07 | 385 | 0.00 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 19,537 | 14.75 | 1,794 | 17.33 | ||||
2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,061 | 31.97 | 95 | 31.94 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 1,300 | 119 | |||||
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 | 58,200 | 18.78 | 5,348 | 30.00 | ||||
2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 1,490 | 2.76 | 137 | 2.26 | ||||
2025-07-22 | NP | DRAFX - 目的地实物资产基金 I 类 | 11,398 | 60.76 | 1,026 | 61.16 | ||||
2025-07-16 | 13F | 肯尼迪投资集团 | 8,721 | 0.32 | 801 | 0.13 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 383,341 | 3.03 | 35,202 | 2.89 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 252,066 | 0.18 | 23,147 | 0.05 | ||||
2025-04-17 | 13F | 克鲁姆卢比公司 | 11,684 | 0.01 | 1,074 | 11.76 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 170,000 | 218.95 | 15,611 | 218.59 | |||
2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 921 | 85 | ||||||
2025-08-06 | 13F | SNS 金融集团有限责任公司 | 4,459 | 0.09 | 410 | 0.00 | ||||
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 | 134,402 | 7.44 | 12,096 | 7.69 | ||||
2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 17,432 | 1,601 | ||||||
2025-08-14 | 13F | 西永资本有限公司 | 8,517 | 35.23 | 782 | 35.06 | ||||
2025-07-16 | NP | CGCV - 资本集团保守股票 ETF 份额类别 | 22,414 | 26.09 | 2,017 | 26.38 | ||||
2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,987 | 15.65 | 550 | 26.73 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 4,633 | 153.45 | 425 | 152.98 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 6,083 | 55.93 | 559 | 55.87 | ||||
2025-06-24 | NP | QLV - FlexShares 美国质量低波动指数基金 | 14,240 | 6.76 | 1,309 | 16.89 | ||||
2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 75,092 | 1.51 | 6,896 | 1.38 | ||||
2025-08-05 | 13F | 访问投资管理有限责任公司 | 441 | 40 | ||||||
2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 12,415 | 1.21 | 1,140 | 1.15 | ||||
2025-08-14 | 13F | 索罗班资本合伙公司 | 4,097,422 | 83.78 | 376,266 | 83.54 | ||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 5,872 | 50.83 | 539 | 50.98 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:B1 系列 | 9,144 | 840 | ||||||
2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 6,810 | 43.52 | 626 | 57.04 | ||||
2025-08-14 | 13F | 人民币资本管理有限公司 | 3,276 | 38.52 | 301 | 38.25 | ||||
2025-08-12 | 13F | 北极星资产管理公司 | 2,957 | 4.64 | 272 | 4.63 | ||||
2025-07-25 | 13F | SPC 金融公司 | 12,792 | 0.63 | 1,175 | 0.51 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 7,468 | 26.53 | 686 | 26.38 | ||||
2025-07-23 | 13F | 提升财富咨询公司 | 6,603 | 6.74 | 606 | 6.69 | ||||
2025-07-21 | 13F | 三合财富合伙有限公司 | 9,904 | 16.72 | 909 | 16.54 | ||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 164,956 | 15.69 | 15,148 | 15.54 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 11,301 | 2.45 | 1,038 | 2.27 | ||||
2025-07-28 | 13F | 布里奇斯投资管理公司 | 4,726 | 0.79 | 434 | 0.46 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 1,918 | 15.68 | 176 | 15.79 | ||||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 85 | 13.33 | 8 | 16.67 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 123,591 | 2.80 | 11,677 | 5.63 | ||||
2025-07-25 | 13F | BCR 财富策略有限责任公司 | 6,292 | 0.11 | 1 | |||||
2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 110,932 | 4.91 | 9,984 | 5.15 | ||||
2025-08-04 | 13F | 惠伦财富管理公司 | 2,486 | 0.85 | 228 | 0.88 | ||||
2025-07-22 | 13F | 资本顾问公司/ok | 928,504 | 1.85 | 85,265 | 1.72 | ||||
2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 718 | 7.16 | 65 | 6.67 | ||||
2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 134 | 8.94 | 12 | 9.09 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 519 | 3.39 | 48 | 2.17 | ||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 11,475 | 25.56 | 1,054 | 25.36 | ||||
2025-08-25 | NP | 美国基金保险系列-资产配置基金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 | 79,500 | 7,300 | ||||||
2025-08-14 | 13F | 伍德莱合伙公司 | 118,883 | 28.43 | 10,917 | 28.27 | ||||
2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 91 | 3.41 | 8 | 0.00 | ||||
2025-07-17 | 13F | 景顺有限公司 | 15,276 | 12.66 | 1,403 | 12.52 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 9,050 | 0.75 | 1 | |||||
2025-07-24 | 13F | MSH资本顾问有限公司 | 21,336 | 1.43 | 1,959 | 1.29 | ||||
2025-07-18 | 13F | 综合投资组合审查公司 | 5,436 | 4.28 | 499 | 4.18 | ||||
2025-07-10 | 13F | 瑞典银行 | 52,275 | 19.52 | 4,800 | 19.37 | ||||
2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 71,554 | 0.66 | 6,571 | 0.52 | ||||
2025-08-26 | NP | 贝莱德公用事业和基础设施信托 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 | 137,158 | 0.93 | 12,595 | 0.80 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 259,700 | 11.16 | 23,848 | 11.02 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 34 | 3 | ||||||
2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 2,874 | 264 | ||||||
2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 607,989 | 10.38 | 54,719 | 10.64 | ||||
2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 1,670 | 55.35 | 150 | 56.25 | ||||
2025-09-04 | 13F | VM 曼宁公司 | 2,780 | 257 | ||||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 138,210 | 4.58 | 12,692 | 4.44 | ||||
2025-07-15 | 13F | 萨拉湾金融公司 | 4,025 | 370 | ||||||
2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 187,300 | 0.54 | 17,200 | 0.40 | ||||
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 | 1,100,205 | 3.08 | 99,018 | 3.32 | ||||
2025-06-30 | NP | SPDV - AAM S&P 500 高股息价值 ETF | 15,994 | 1,470 | ||||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 2,623 | 241 | ||||||
2025-05-28 | NP | DHIVX - 中心全球基础设施基金投资者类别 | 7,736 | 8.32 | 711 | 21.12 | ||||
2025-08-26 | NP | 富兰克林邓普顿 ETF 信托 - 富兰克林收入焦点 ETF | 62,967 | 20.67 | 5,782 | 20.53 | ||||
2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 91,248 | 3.11 | 8,379 | 2.97 | ||||
2025-08-14 | 13F | 量化投资管理有限责任公司 | 5,994 | 1 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 11,080 | 0.85 | 1,017 | 0.69 | ||||
2025-08-06 | 13F | 大西洋联合银行股份公司 | 23,780 | 183.64 | 2,184 | 183.51 | ||||
2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 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 | 5,500 | 505 | ||||||
2025-07-31 | 13F | 莱维尔投资管理公司 | 191,572 | 3.58 | 17,592 | 3.45 | ||||
2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 129,466 | 10.58 | 11,889 | 10.43 | ||||
2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 1,471,380 | 2.25 | 135,117 | 2.11 | ||||
2025-08-28 | NP | FSMSX - FS 多策略另类基金 I 类 | Short | -18,400 | -14.56 | -1,690 | -14.70 | |||
2025-07-15 | 13F | EWG 电梯公司 | 5,316 | 13.91 | 488 | 13.75 | ||||
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 | 1,135 | 22.57 | 104 | 35.06 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -496,493 | 5,427.64 | -45,593 | 5,426.30 | |||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 43,206 | 0.61 | 3,968 | 0.48 | ||||
2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 32,851 | 12.31 | 3,017 | 12.16 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 3,007,951 | 2.46 | 276,220 | 2.33 | ||||
2025-08-13 | 13F | 胡贝尔资本管理有限责任公司 | 17,500 | 17.45 | 1,607 | 17.30 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通纪律股票基金 II 类 | 158,986 | 0.08 | 14,600 | -0.05 | ||||
2025-08-14 | 13F | 斯塔莫斯资本合伙公司 | 26,017 | 22.24 | 2,389 | 22.14 | ||||
2025-08-05 | 13F | AGH 财富顾问有限公司 | 2,346 | 4.50 | 215 | 4.37 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 14,160 | 3.63 | 1,300 | 3.50 | ||||
2025-08-18 | 13F | 第二线资本有限责任公司 | 10,974 | 1.04 | 1,008 | 0.90 | ||||
2025-06-24 | NP | FMUAX - 联邦市政和股票优势基金 A 类股票 | 74,239 | 6.62 | 6,822 | 16.70 | ||||
2025-08-14 | 13F | 沃特福德顾问有限责任公司 | 351,703 | 13,067.47 | 245 | 0.00 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 81,840 | 8.61 | 7,515 | 8.47 | ||||
2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 228,000 | 8.57 | 21 | 5.26 | ||||
2025-07-22 | 13F | 中吴投资集团有限公司 | 600 | 55 | ||||||
2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 30,167 | 22.11 | 2,715 | 22.41 | ||||
2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 11,392 | 1.04 | 1,046 | 0.97 | ||||
2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 19,123 | 2.14 | 1,807 | 4.94 | ||||
2025-08-13 | 13F | 资本国际投资者 | 25,891,240 | 0.47 | 2,377,325 | 0.33 | ||||
2025-08-05 | 13F | 登喜路金融有限责任公司 | 450 | 0.45 | 41 | 0.00 | ||||
2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 18,536 | 4.29 | 1,702 | 4.16 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 130,629 | 394.15 | 11,996 | 393.62 | ||||
2025-07-09 | 13F | 智慧资本有限公司 | 3,107 | 0.55 | 285 | 0.35 | ||||
2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 550,782 | 50,578 | ||||||
2025-08-04 | 13F | 联合银行 | 216,793 | 0.01 | 20 | 0.00 | ||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -1,578 | -34.03 | -145 | -34.25 | |||
2025-08-14 | 13F | Sig 经纪公司 | Call | 30,000 | 2,755 | |||||
2025-06-26 | NP | FBCV - 富达蓝筹价值 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 | 2,533 | 2.01 | 233 | 11.54 | ||||
2025-07-15 | 13F | Ccm 投资顾问有限公司 | 145,040 | 1.37 | 13,319 | 1.24 | ||||
2025-08-29 | NP | SOIUX - 美国精神公用事业基金机构股票 | 6,700 | 13.56 | 615 | 13.47 | ||||
2025-08-19 | 13F | 开普投资咨询公司 | 24,045 | 2.45 | 2,208 | 2.32 | ||||
2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 3,535 | 2.91 | 318 | 3.25 | ||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 44,489 | 0.80 | 4,086 | 0.67 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 2,414 | 30.20 | 222 | 30.00 | ||||
2025-08-11 | 13F | 斯莱格金融有限责任公司 | 32,042 | 545.36 | 2,942 | 545.18 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | Short | -3,503 | -322 | |||||
2025-07-25 | 13F | Inman Jager 财富管理有限责任公司 | 24,171 | 2.05 | 2,220 | 1.93 | ||||
2025-08-26 | NP | TCAL - T. Rowe Price 资本增值溢价收益 ETF | 7,625 | 63.24 | 700 | 63.17 | ||||
2025-07-21 | 13F | 投资规划顾问有限公司 | 5,011 | 34.16 | 460 | 34.11 | ||||
2025-07-14 | 13F | 凯普斯通财富管理有限公司 | 6,039 | 0.07 | 555 | 0.00 | ||||
2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 59,056 | 11.63 | 5,423 | 11.49 | ||||
2025-08-08 | 13F | 道明资本管理有限公司 | 1,327 | 15.79 | 122 | 15.24 | ||||
2025-08-06 | 13F | 韦德布什证券公司 | 22,390 | 3.21 | 2 | 100.00 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 8,910 | 122.81 | 818 | 122.89 | ||||
2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 14,110 | 9.98 | 1,283 | 9.67 | ||||
2025-04-29 | 13F | 佩森公司 | 9,678 | 9.50 | 890 | 22.28 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 522,032 | 0.73 | 47,938 | 0.59 | ||||
2025-08-01 | 13F | 中心点顾问有限责任公司 | 354 | 2.31 | 0 | |||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 85,856 | 1.43 | 8 | 0.00 | ||||
2025-07-11 | 13F | Mallini 完整财务规划有限责任公司 | 303 | 0.00 | ||||||
2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 933,700 | 324.41 | 85,742 | 323.85 | ||||
2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 125,556 | 17.47 | 11,530 | 17.32 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 7,174 | 13.76 | 659 | 13.64 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 19,009 | 27.97 | 1,746 | 27.84 | ||||
2025-06-24 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 7,005 | 364.83 | 644 | 410.32 | ||||
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 | 3,841 | 30.87 | 353 | 30.86 | ||||
2025-08-14 | 13F | 阿伯丁财富管理有限公司 | 9,176 | 0.05 | 843 | -0.12 | ||||
2025-07-28 | NP | VCAAX - 资产配置基金 | 12,580 | 19.67 | 1,132 | 20.04 | ||||
2025-07-29 | NP | 龟资系列信托 - 龟精能源基金 | 40,230 | 3,621 | ||||||
2025-08-07 | 13F | 银色顾问公司 | 5,040 | 0.76 | 463 | 0.65 | ||||
2025-08-01 | 13F | GoalVest咨询有限责任公司 | 15,613 | 1.28 | 1,434 | 1.13 | ||||
2025-08-06 | 13F | 易普森顾问集团有限责任公司 | 2,888 | 0.31 | 265 | 0.38 | ||||
2025-08-12 | 13F | Ci投资公司 | 24,091 | 3.09 | 2 | 0.00 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 24,506 | 12.80 | 2,250 | 12.67 | ||||
2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 82,844 | 1.09 | 7,608 | 0.96 | ||||
2025-08-12 | 13F | one8zero8有限责任公司 | 8,706 | 0.09 | 799 | 0.00 | ||||
2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 118,726 | 9.35 | 10,685 | 9.60 | ||||
2025-07-08 | 13F | 布劳恩-博斯蒂奇联合公司 | 2,624 | 13.59 | 241 | 13.21 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 105,038 | 47.93 | 9,646 | 47.73 | ||||
2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 9,246 | 4.93 | 849 | 4.81 | ||||
2025-08-25 | 13F | 银湖财富管理有限公司 | 10,875 | 4.87 | 999 | 4.72 | ||||
2025-07-22 | 13F | 谷国家顾问公司 | 1,564 | 38.65 | 0 | |||||
2025-07-22 | 13F | 红门财富管理有限责任公司 | 18,739 | 27.71 | 1,721 | 27.50 | ||||
2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类 | 43,579 | 7.03 | 4,002 | 6.89 | ||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 68,666 | 268.99 | 6,306 | 268.50 | ||||
2025-03-26 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 1,408,321 | 1.73 | 118,229 | -6.18 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 28,807 | 6.82 | 2,647 | 16.92 | ||||
2025-07-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 12,449 | 235.64 | 1,120 | 349.80 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 5,528 | 508.14 | 1 | |||||
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 | 585 | 8.33 | 54 | 8.16 | ||||
2025-04-29 | NP | SGMAX - SIIT 全球管理波动性基金 A 类 | 22,583 | 4,345.47 | 2,028 | 15,492.31 | ||||
2025-07-21 | 13F | 上升集团有限责任公司 | 10,347 | 6.59 | 950 | 6.50 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 285,270 | 11.30 | 26,213 | 21.83 | ||||
2025-04-24 | 13F | 支点资产管理有限公司 | Put | 0 | 1,745 | |||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 711,981 | 5.04 | 65,424 | 14.97 | ||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 21,109 | 185.53 | 1,938 | 185.42 | ||||
2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 2,580 | 0.27 | 237 | 0.00 | ||||
2025-07-15 | 13F | LVZ 顾问公司 | 19,122 | 2.02 | 1,756 | 1.86 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 672,387 | 0.18 | 61,745 | 0.05 | ||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 77,447 | 11.47 | 7,112 | 11.32 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -181,353 | 108.95 | -16,654 | 108.68 | |||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 84,302 | 17.23 | 7,741 | 17.08 | ||||
2025-08-14 | 13F | 范埃克联合公司 | 394,793 | 8.87 | 36 | 9.09 | ||||
2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 6,467 | 19.12 | 594 | 18.84 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 27,024 | 1.99 | 2,482 | 1.85 | ||||
2025-06-26 | NP | FEKFX - 富达股票收益 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 | 25,223 | 5.88 | 2,318 | 15.91 | ||||
2025-07-16 | 13F | Maridea财富管理有限公司 | 16,440 | 1,510 | ||||||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 430 | 49.83 | 39 | 50.00 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 102,596 | 0.78 | 9,421 | 0.65 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 172,700 | 156.62 | 15,859 | 228.55 | ||||
2025-08-13 | 13F | M&T银行公司 | 156,555 | 2.17 | 14,377 | 2.05 | ||||
2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 25,071 | 2.03 | 2,302 | 1.90 | ||||
2025-08-13 | 13F | 瑞奇财富管理有限公司 | 44,786 | 0.67 | 4,113 | 0.54 | ||||
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 | 357,339 | 0.40 | 32,836 | 9.89 | ||||
2025-08-14 | 13F | 格伦维尤信托公司 | 115,283 | 711.97 | 10,586 | 711.19 | ||||
2025-07-24 | 13F | 利奥财富有限责任公司 | 32,303 | 22.17 | 2,966 | 22.01 | ||||
2025-08-05 | 13F | Telos 资本管理公司 | 69,521 | 0.60 | 6,384 | 0.47 | ||||
2025-07-11 | 13F | 布西财富管理 | 12,474 | 5.58 | 1,145 | 5.43 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 221,972 | 241.66 | 20,384 | 241.25 | ||||
2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 11,201 | 14.32 | 1,029 | 14.22 | ||||
2025-06-26 | NP | MSTVX - 晨星另类基金 | 938 | 86 | -76.24 | |||||
2025-08-25 | NP | ANCFX - 美国基金基本投资者 A 类 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 | 4,323,764 | 46.53 | 397,051 | 46.34 | ||||
2025-08-12 | 13F | 德意志银行\ | 1,932,571 | 0.32 | 177,468 | 0.19 | ||||
2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 537,711 | 0.89 | 48,394 | 1.12 | ||||
2025-07-23 | 13F | 西步顾问公司 | 31,466 | 14.76 | 2,890 | 14.60 | ||||
2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 12,696 | 1,166 | ||||||
2025-07-21 | 13F | Ntv 资产管理有限公司 | 21,178 | 0.01 | 1,945 | -0.15 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 464,377 | 17.34 | 42,645 | 17.19 | ||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 1,312,546 | 0.91 | 120,531 | 0.78 | ||||
2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 37,046 | 69.21 | 3,402 | 68.95 | ||||
2025-08-13 | 13F | 莱斯利全球财富有限责任公司 | 3,386 | 0.21 | 311 | 0.00 | ||||
2025-08-11 | 13F | 黄铜税财富管理有限公司 | 3,886 | 10.18 | 357 | 9.88 | ||||
2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 5,720 | 525 | ||||||
2025-08-01 | 13F | 红木公园顾问有限公司 | 1,028 | 0.78 | 94 | 1.08 | ||||
2025-07-22 | 13F | Petros 家族财富有限责任公司 | 3,253 | 0.43 | 299 | 0.34 | ||||
2025-08-13 | 13F | ASB 咨询有限公司 | 2,217 | 204 | ||||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 132,500 | 17.88 | 12,167 | 17.73 | |||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 15,300 | 88.89 | 1,405 | 88.71 | |||
2025-08-26 | NP | OEF - iShares S&P 100 ETF | 603,807 | 11.14 | 55,448 | 11.00 | ||||
2025-08-13 | 13F | WCG 财富顾问有限责任公司 | 11,986 | 1,101 | ||||||
2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 6,929 | 0.74 | 636 | 0.63 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 83,825 | 0.61 | 7,698 | 0.47 | ||||
2025-08-08 | 13F | 多拉齐奥联合公司 | 3,861 | 4.01 | 355 | 3.81 | ||||
2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 20,154 | 10.10 | 1,851 | 9.99 | ||||
2025-08-01 | 13F | 瑞穗市场美洲有限公司 | Put | 933,700 | 159 | |||||
2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 16,830 | 1,547 | ||||||
2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,137 | 1.68 | 2,400 | 1.57 | ||||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 26,837 | 371.98 | 2,464 | 372.03 | ||||
2025-07-28 | 13F | 港口投资公司 | 25,524 | 8.97 | 2,344 | 8.82 | ||||
2025-07-28 | NP | ICAP - InfraCap 股票收益基金 ETF | 11,613 | 25.09 | 1,045 | 25.45 | ||||
2025-07-28 | 13F | Triton 财富管理公司 | 5,250 | 15.13 | 499 | 25.13 | ||||
2025-08-21 | 13F | Pathway 财务顾问有限公司 | 47,441 | 1.23 | 4,357 | 1.09 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 392,334 | 1.83 | 36 | 2.86 | ||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 22,312 | 0.45 | 2,049 | 0.29 | ||||
2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 41,460 | 10.27 | 3,807 | 10.12 | ||||
2025-08-13 | 13F | 殖民地信托顾问公司 | 5,469 | 3.54 | 502 | 3.51 | ||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 34,981 | 4.16 | 3,335 | 9.85 | ||||
2025-07-09 | 13F | 巴伦财富管理有限公司 | 3,174 | 13.85 | 291 | 13.67 | ||||
2025-08-08 | 13F | 华盛顿信托公司 | 7,560 | 112.36 | 694 | 112.23 | ||||
2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 7,390 | 332.16 | 679 | 331.85 | ||||
2025-08-15 | 13F/A | 交响金融有限公司 | 18,848 | 124.59 | 1,685 | 123.18 | ||||
2025-06-30 | NP | PEVC——Pacer PE/VC ETF | 23 | 2 | ||||||
2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 9,745,818 | 1.51 | 894,958 | 1.38 | ||||
2025-07-17 | 13F | Presper Financial Architects, LLC | 2,177 | 0 | ||||||
2025-08-01 | 13F | 索尔斯坦资本有限责任公司 | 258 | 24 | ||||||
2025-08-08 | 13F | 指南针金融服务公司 | 100 | 35.14 | 9 | 50.00 | ||||
2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 426 | 38 | ||||||
2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 30,532 | 1.56 | 3 | 0.00 | ||||
2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 4,062 | 32.01 | 373 | 32.27 | ||||
2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 1,129 | 14.62 | 104 | 14.44 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 2,942 | 12.03 | 270 | 12.03 | ||||
2025-08-08 | 13F | Intrua 金融有限责任公司 | 6,521 | 10.39 | 599 | 10.13 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 17,873 | 10.18 | 1,641 | 10.06 | ||||
2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 52,685 | 0.75 | 4,838 | 0.62 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,233 | 3.10 | 3,789 | 12.84 | ||||
2025-07-24 | 13F | 石桥金融集团有限公司 | 34,008 | 1.04 | 3,123 | 0.90 | ||||
2025-07-31 | 13F | 卡博特财富管理公司 | 4,005 | 3.89 | 368 | 3.67 | ||||
2025-08-14 | 13F | 基础设施资本顾问有限公司 | 11,613 | 25.09 | 1,066 | 24.97 | ||||
2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 8,373 | 48.67 | 769 | 62.92 | ||||
2025-08-14 | 13F | 富国银行/百万 | Call | 100,000 | 9,183 | |||||
2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 6,863 | 3.06 | 630 | 2.94 | ||||
2025-07-29 | 13F | 罗杰斯联合有限公司 | 2,728 | 0.85 | 250 | 0.81 | ||||
2025-08-12 | 13F | MAI资本管理 | 238,293 | 6.98 | 21,882 | 6.84 | ||||
2025-07-24 | 13F | 贝-道格拉斯有限责任公司 | 5,266 | 19.06 | 484 | 18.97 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 2,469,887 | 5.02 | 226,810 | 4.88 | ||||
2025-08-14 | 13F | 富国银行/百万 | Put | 1,800 | 165 | |||||
2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 81,380 | 2.13 | 7,478 | 11.80 | ||||
2025-08-14 | 13F | CIBC 资产管理公司 | 389,634 | 8.50 | 35,779 | 8.36 | ||||
2025-08-06 | 13F | AE 财富管理有限责任公司 | 43,986 | 0.41 | 4,039 | 0.30 | ||||
2025-07-29 | NP | SFY - SoFi Select 500 ETF | 7,468 | 8.09 | 672 | 8.39 | ||||
2025-07-14 | 13F | 福斯特集团有限公司 | 2,605 | 1.56 | 239 | 1.70 | ||||
2025-08-11 | 13F | 国家金融集团公司,/ia/ /adv | 7,678 | 27.69 | 705 | 27.72 | ||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 36,505 | 0.50 | 3,352 | 0.39 | ||||
2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 158 | 15 | ||||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 1,147,022 | 11.97 | 105,320 | 11.82 | ||||
2025-08-11 | 13F | 绍克投资顾问公司 | 30,579 | 0.61 | 2,808 | 0.50 | ||||
2025-07-28 | 13F | 基石财富集团有限责任公司 | 91,413 | 0.86 | 8,394 | 0.73 | ||||
2025-05-13 | 13F | 肖点资本合伙公司 | 49,256 | 3.13 | 4,529 | 15.21 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 6,440,323 | 35.39 | 591,415 | 35.22 | ||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 9,575 | 108.38 | 879 | 108.29 | ||||
2025-07-28 | 13F | Keeler & Nadler 财务规划与财富管理 | 2,502 | 0.24 | 230 | 0.88 | ||||
2025-08-14 | 13F | 财务咨询服务公司 | 31,329 | 6.77 | 2,877 | 6.60 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 116,700 | 295.59 | 10,717 | 295.13 | |||
2025-08-01 | 13F | 特维斯投资管理公司 | 2,413 | 222 | ||||||
2025-08-29 | 13F | 全面投资管理公司 | 60 | 6 | ||||||
2025-08-05 | 13F | 未来资产证券(美国)有限公司 | 100,260 | 9,207 | ||||||
2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 2,736 | 66.02 | 246 | 67.35 | ||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 300,348 | 3.70 | 27,581 | 3.57 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 939 | 1.95 | 86 | 11.69 | ||||
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 | 148,790 | 16.96 | 13,391 | 17.24 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 82,742 | 4.42 | 7,598 | 4.28 | ||||
2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 23,596 | 5.59 | 2,167 | 5.45 | ||||
2025-07-31 | 13F | 转折点福利集团有限公司 | 2,861 | 1.67 | 263 | 6.94 | ||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 305,808 | 15.94 | 28,082 | 7.83 | ||||
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 | 3,301 | 21.27 | 303 | 32.89 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 515,060 | 0.18 | 47,298 | 0.04 | ||||
2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 27,300 | 2,507 | ||||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 10,309 | 40.93 | 947 | 40.77 | ||||
2025-07-10 | 13F | 美国财务顾问有限责任公司 | 4,042 | 0.52 | 371 | 0.54 | ||||
2025-07-25 | 13F | 阿波罗金融有限责任公司 | 46,012 | 1.54 | 4,225 | 1.42 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -669 | -61 | |||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 70 | 6 | ||||||
2025-08-11 | 13F | 科维斯特有限公司 | 765 | 2.41 | 0 | |||||
2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 246 | 23 | ||||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 4,529 | 8.19 | 427 | 11.20 | ||||
2025-07-23 | 13F | 温德尔财富有限责任公司 | 89,931 | 1.17 | 8,258 | 1.04 | ||||
2025-08-13 | 13F | 奎斯特投资管理有限公司 | 2,220 | 204 | ||||||
2025-08-05 | 13F | 未来资产证券(美国)有限公司 | Put | 100,000 | 9,183 | |||||
2025-07-30 | 13F | 雅各布森资本管理公司 | 2,916 | 18.15 | 268 | 18.14 | ||||
2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 7,145 | 23.64 | 656 | 23.54 | ||||
2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 157,800 | 14,491 | ||||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 1,283,955 | 0.92 | 117,906 | 0.79 | ||||
2025-08-14 | 13F | 道富银行 | 59,116,535 | 1.23 | 5,428,671 | 1.10 | ||||
2025-07-30 | 13F | 战略蓝图有限责任公司 | 17,674 | 6.23 | 1,623 | 6.08 | ||||
2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 133,311 | 7.63 | 12,250 | 17.81 | ||||
2025-08-13 | 13F | 鼎石金融集团 | 12,624 | 0.13 | 1,159 | 0.00 | ||||
2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 3,736 | 0.51 | 343 | 0.59 | ||||
2025-07-24 | 13F | 麦金利卡特财富服务公司 | 5,057 | 5.09 | 464 | 4.98 | ||||
2025-08-06 | 13F | 朝日生命资产管理有限公司 | 5,710 | 2.15 | 524 | 1.95 | ||||
2025-06-30 | NP | CNGLX - 英联邦全球基金 | 1,800 | 100.00 | 165 | 120.00 | ||||
2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 28,075 | 5.71 | 2,580 | 15.70 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 1,312,583 | 0.65 | 120,534 | 0.52 | ||||
2025-08-14 | 13F | 英镑财富管理公司 | 2,206 | 203 | ||||||
2025-07-08 | 13F | 梯度投资有限责任公司 | 2,785 | 2.20 | 256 | 2.00 | ||||
2025-07-21 | 13F | 塔景投资管理与研究有限责任公司 | 191 | 1.06 | 18 | 0.00 | ||||
2025-08-13 | 13F | 宪法资本有限责任公司 | 17,100 | 31.34 | 1,570 | 31.16 | ||||
2025-07-16 | 13F | 投资伙伴资产管理公司 | 10,139 | 0.02 | 931 | -0.11 | ||||
2025-08-13 | 13F | 资本世界投资者 | 7,981,421 | 732,934 | ||||||
2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 6,158 | 6.12 | 565 | 6.00 | ||||
2025-08-07 | 13F | LOM资产管理有限公司 | 3,265 | 0 | ||||||
2025-08-27 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,470 | 35.97 | 961 | 35.73 | ||||
2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 6,608 | 4.56 | 595 | 4.76 | ||||
2025-07-23 | 13F | 哥伦布宏有限责任公司 | 22,233 | 0.56 | 2,042 | 0.39 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 154,413 | 1.73 | 14,180 | 1.60 | ||||
2025-07-18 | 13F | 奥洛克公司 | 5,784 | 0.10 | 531 | 0.00 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -33,353 | 128.93 | -3,063 | 128.68 | |||
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 | 53,768 | 17.63 | 4,938 | 17.46 | ||||
2025-07-17 | 13F | Tritonpoint 财富有限公司 | 7,480 | 2.85 | 687 | 2.69 | ||||
2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 25,863 | 3.11 | 2 | 0.00 | ||||
2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 245 | 22 | ||||||
2025-07-22 | 13F | 橡树山财富顾问有限公司 | 4,475 | 9.82 | 408 | 9.09 | ||||
2025-08-14 | 13F | 德肖公司 | Call | 130,000 | 11,938 | |||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 968,225 | 3.32 | 88,970 | 13.10 | ||||
2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 257 | 5.33 | 24 | 4.55 | ||||
2025-08-13 | 13F | Vinva投资管理有限公司 | 26,340 | 22.94 | 2,394 | 22.64 | ||||
2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 74,272 | 7.83 | 6,235 | 8.40 | ||||
2025-08-14 | 13F | 福吉谷投资顾问公司高级顾问 | 2,400 | 220 | ||||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 640 | 3.06 | 59 | 1.75 | ||||
2025-08-14 | 13F | 阿拉米亚管理有限公司 | 9,220 | 50.02 | 847 | 49.73 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 6,508 | 0.88 | 598 | 0.67 | ||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 7,477 | 8.66 | 687 | 8.54 | ||||
2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 89,244 | 5.53 | 8,195 | 5.40 | ||||
2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 4,290 | 0.68 | 394 | 0.51 | ||||
2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 164 | 15 | ||||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 273,854 | 7.25 | 25,148 | 7.11 | ||||
2025-07-22 | 13F | 库里南联合公司 | 125,152 | 8.25 | 11,493 | 8.11 | ||||
2025-07-23 | 13F | 印第安纳信托投资管理公司 | 2,525 | 22.57 | 232 | 22.22 | ||||
2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 14,496 | 6.59 | 1,331 | 6.48 | ||||
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 | 50,659 | 36.32 | 4,655 | 49.25 | ||||
2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 75,084 | 0.75 | 7 | 0.00 | ||||
2025-08-28 | NP | GII - SPDR(R) 标普全球基础设施 ETF | 185,886 | 1.66 | 17,070 | 1.52 | ||||
2025-08-07 | 13F | 米德咨询服务公司 | 24,890 | 10.76 | 2,286 | 10.60 | ||||
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 | 2,427,597 | 0.82 | 223,072 | 10.36 | ||||
2025-08-26 | NP | PRAFX - T. Rowe Price 实物资产基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 270,556 | 6.40 | 24,845 | 6.27 | ||||
2025-07-30 | NP | AUSF - Global X 自适应美国因子 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 | 6,832 | 27.37 | 615 | 27.65 | ||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 56,084 | 2.69 | 5,150 | 2.57 | ||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 1,132 | 0.71 | 104 | 13.04 | ||||
2025-08-14 | 13F | 核心第一银行与信托 | 200 | 18 | ||||||
2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 234,358 | 2.61 | 21,521 | 2.48 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 2,710 | 7.45 | 249 | 7.36 | ||||
2025-06-23 | NP | IDU - iShares 美国公用事业 ETF | 1,108,812 | 10.54 | 101,889 | 20.99 | ||||
2025-07-17 | 13F | 瓦格纳财富管理有限公司 | 9,480 | 7.98 | 871 | 7.81 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 438,303 | 120.04 | 40,261 | 119.83 | ||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 4,184 | 1.19 | 384 | 1.05 | ||||
2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 30,422 | 981.86 | 2,794 | 982.56 | ||||
2025-07-09 | 13F | 萨尔财富管理集团有限公司 | 7,694 | 0.79 | 707 | 0.71 | ||||
2025-08-12 | 13F | 东南资产顾问公司 | 23,089 | 0.25 | 2,120 | 0.14 | ||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 3,687 | 8.99 | 339 | 8.68 | ||||
2025-08-04 | 13F | 西蒙快速顾问有限公司 | 10,320 | 54.49 | 948 | 54.23 | ||||
2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 6,552 | 7.96 | 602 | 18.27 | ||||
2025-08-14 | 13F | 决议资本有限公司 | 61,987 | 75.33 | 5,692 | 75.14 | ||||
2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 230 | 0.88 | 21 | 5.00 | ||||
2025-08-08 | 13F | 客户第一资本有限责任公司 | 2,418 | 222 | ||||||
2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 31,191 | 0.95 | 2,864 | 0.85 | ||||
2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 4,892 | 449 | ||||||
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 | 1,714,566 | 1.10 | 157,551 | 10.67 | ||||
2025-08-06 | 13F | 世邦魏理仕歌乐证券有限公司 | 599,631 | 114.15 | 55,064 | 113.87 | ||||
2025-07-24 | 13F | JNBA财务顾问 | 1,262 | 188.79 | 116 | 187.50 | ||||
2025-08-14 | 13F | TCW集团公司 | 16,522 | 2.13 | 1,517 | 2.02 | ||||
2025-07-17 | 13F | 拉扎里资本管理公司 | 2,962 | 0.41 | 272 | 0.00 | ||||
2025-07-28 | 13F | 莫里斯金融概念公司 | 3,485 | 5.48 | 320 | 5.61 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 3,050,380 | 0.37 | 280,116 | 0.24 | ||||
2025-08-14 | 13F | 地平线投资有限责任公司 | 42,169 | 96.57 | 3,872 | 96.35 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 68,500 | 247.72 | 6,290 | 247.32 | |||
2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 41,546 | 2.72 | 3,815 | 2.58 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 9,753,110 | 4.95 | 895,644 | 4.82 | ||||
2025-08-15 | 13F | 尼库斯基金融公司 | 5,078 | 7.20 | 466 | 7.13 | ||||
2025-08-14 | 13F | 休闲资本管理 | 11,408 | 0.88 | 1,048 | 0.77 | ||||
2025-07-21 | 13F | 轩尼诗顾问公司 | 282,900 | 3.89 | 25,979 | 3.76 | ||||
2025-07-23 | 13F | 霍尔资本管理公司 | 4,527 | 25.23 | 416 | 25.00 |