机构和基金投资人持股 - 买家
在T. Rowe Price 集团公司中开设新头寸的主要持有者包括 萨斯奎哈纳投资组合策略有限责任公司, FSWCX - 富达 SAI 美国价值指数基金, LVHD - 美盛低波动高股息 ETF, 基金会投资顾问有限责任公司, 联邦退休投资有限责任公司, 新时代阿尔法顾问有限责任公司, Kerusso资本管理有限公司, 霍兰财富有限责任公司, 新时代阿尔法可变基金信托 - NAA 大盘价值系列, 瑞穗证券美国有限公司, BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股, 账户银行信托部, RAA - SMI 3Fourteen 真实资产配置 ETF SMI 3Fourteen 真实资产配置 ETF, 阿维斯特投资公司, 百年财富咨询有限责任公司, BTG Pactual SA 银行, 卡里街合伙金融有限责任公司, 德鲁克财富 3.0 有限责任公司, 托马资本管理有限公司, 和 生命财富投资有限公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 117 | 1.74 | 11 | 10.00 | ||||
| 2025-08-12 | 13F | Rbo & Co 有限责任公司 | 92,772 | 4.12 | 8,952 | 9.37 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 5,672 | 547 | ||||||
| 2025-07-17 | 13F | 迪努佐私人财富有限公司 | 25 | 25.00 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 54,034 | 6.13 | 5,214 | 11.48 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 2,215,323 | 1.31 | 213,779 | 6.42 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 66,613 | 1.27 | 6,428 | 6.37 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 2,306 | 2.40 | 223 | 7.77 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 315,521 | 0.56 | 30 | 7.14 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 145 | 7.41 | 14 | -7.14 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 3,625 | 350 | ||||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 2,715 | 89.99 | 262 | 99.24 | ||||
| 2025-07-30 | NP | 鹰资本成长基金公司 | 23,400 | 6.85 | 2,258 | 12.28 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 263,991 | 76.83 | 25 | 92.31 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 8,330 | 21.96 | 780 | 7.89 | ||||
| 2025-07-16 | 13F | 十二点财富管理有限责任公司 | 8,614 | 2.66 | 831 | 7.92 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 16,194 | 2.92 | 1,563 | 8.10 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 2,376,665 | 0.11 | 229,348 | 5.15 | ||||
| 2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 13,110 | 55.20 | 1,265 | 63.02 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 421,009 | 10.82 | 40,627 | 16.40 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 90,131 | 3.67 | 8,698 | 8.89 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 51,453 | 0.28 | 4,815 | -11.23 | ||||
| 2025-07-30 | 13F | 道德公司 | 23,560 | 43.35 | 2,264 | 49.34 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 250 | 66.67 | 25 | 84.62 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 5,709 | 551 | ||||||
| 2025-08-29 | 13F | 全面投资管理公司 | 11 | 1 | ||||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 9,579 | 59.65 | 880 | 29.79 | ||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 4,850 | 12.01 | 0 | |||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,559 | 49.41 | 4,396 | 56.94 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 42,414 | 0.39 | 4,093 | 5.44 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 4,829 | 23.73 | 466 | 29.89 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 82,753 | 5.64 | 7,986 | 10.96 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 15,280 | 8.17 | 1,787 | 10.73 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 2,490 | 240 | ||||||
| 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 | 12 | 1 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 509,139 | 8.20 | 49,132 | 13.66 | ||||
| 2025-07-31 | 13F | Curio Wealth, 有限责任公司 | 416 | 20,700.00 | 40 | -25.93 | ||||
| 2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -4,400 | 7.32 | -412 | -5.08 | |||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,843 | 8.69 | 640 | -3.76 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 4,900 | 0.41 | 473 | 5.36 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 713 | 0.28 | 69 | 4.62 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 41,315 | 451.97 | 3,987 | 480.20 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 33,245 | 5.40 | 3 | 50.00 | ||||
| 2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 19,510 | 22.18 | 1,883 | 28.38 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 17,890 | 4.34 | 1,726 | 9.59 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 58,100 | 55.76 | 5,607 | 63.63 | |||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 116,210 | 0.76 | 10,876 | -10.80 | ||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 798 | 3.64 | 77 | 10.00 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 1,345 | 0.82 | 130 | 10.26 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 3,135 | 1.85 | 303 | 7.09 | ||||
| 2025-07-03 | 13F | 城市中心顾问有限公司 | 3,220 | 311 | ||||||
| 2025-08-22 | NP | FIMVX - 富达中盘价值指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,272 | 42.15 | 3,404 | 49.32 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 6,101 | 35.10 | 560 | 9.80 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 3,545 | 17.23 | 314 | -11.33 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 8 | 1 | ||||||
| 2025-06-25 | NP | HDV - iShares 核心高股息 ETF | 610,186 | 11.09 | 54,032 | -15.87 | ||||
| 2025-08-22 | NP | MAADX - 动态价值投资组合类别 IS | 630 | 61 | ||||||
| 2025-08-01 | 13F | 贝西默集团公司 | 23,122 | 3.52 | 2 | 0.00 | ||||
| 2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,580 | 36.13 | 2,113 | 20.54 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 22,201 | 25.12 | 2,142 | 31.41 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 3,302 | 29.19 | 309 | 14.44 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 151,701 | 18.74 | 14,639 | 24.73 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 27,359 | 2,640 | ||||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 34,953 | 1.63 | 3,373 | 6.74 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 30 | 150.00 | 3 | 200.00 | ||||
| 2025-08-20 | 13F | 萨拉托加研究与投资管理 | 2,986 | 15.38 | 288 | 21.52 | ||||
| 2025-04-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 18,370 | 4.94 | 1,942 | -10.38 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 16,065 | 8.55 | 2 | 0.00 | ||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 2,266 | 219 | ||||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 171 | 21.28 | 16 | 14.29 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 40 | 100.00 | 0 | |||||
| 2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 137 | 0.74 | 13 | 8.33 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 726 | 70 | ||||||
| 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 | 306,171 | 11.90 | 29,546 | 17.55 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 41,932 | 7.15 | 4,046 | 12.55 | ||||
| 2025-07-22 | 13F | 财富资本合伙有限公司 | 9,761 | 3.52 | 942 | 8.66 | ||||
| 2025-05-27 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2 | 0 | ||||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 214 | 19 | ||||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 70,162 | 3.53 | 6,771 | 8.76 | ||||
| 2025-08-13 | 13F | 中医顾问有限责任公司 | 907 | 9.81 | ||||||
| 2025-08-13 | 13F | 挪威银行 | 857,577 | 82,756 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 50,370 | 39.19 | 4,861 | 46.21 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 131 | 3.15 | 13 | 9.09 | ||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 8,281 | 1.81 | 799 | 6.96 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 227 | 22 | ||||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 3,384 | 2.14 | 343 | 17.06 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 28,115 | 7.59 | 2,713 | 13.04 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 股息股票 ETF | 29,973 | 4.95 | 2,805 | -7.09 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 64,577 | 0.56 | 6,232 | 5.63 | ||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 626 | 60 | ||||||
| 2025-07-30 | 13F | 奥罗拉投资顾问 | 4,585 | 35.49 | 442 | 42.58 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 5,206 | 4.90 | 461 | -20.69 | ||||
| 2025-06-26 | NP | FYEE - 富达收益增强型股票 ETF | 279 | 43.81 | 25 | 9.09 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 25,399 | 69.35 | 2,441 | 77.71 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 3,431 | 15.02 | 331 | 20.80 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 2,471 | 3.61 | 238 | 8.68 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 41,896 | 2.74 | 4,043 | 7.90 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 44,332 | 2.07 | 4 | 33.33 | ||||
| 2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 1,534 | 4.78 | 148 | 10.45 | ||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 83,067 | 3.31 | 8,016 | 8.50 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 15 | 1 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 128,116 | 2.89 | 12,363 | 8.08 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,549 | 3,623 | ||||||
| 2025-07-11 | 13F | 格罗夫银行与信托 | 60 | 50.00 | 6 | 66.67 | ||||
| 2025-09-12 | 13F/A | 法雷奥财务顾问有限责任公司 | 3,609 | 32.15 | 348 | 39.20 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 5,315 | 38.27 | 513 | 45.04 | ||||
| 2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | 13,400 | 43 | ||||||
| 2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 994 | 151.65 | 88 | 91.30 | ||||
| 2025-07-29 | 13F | 统一顾问有限责任公司 | 17,553 | 1.55 | 1,694 | 6.68 | ||||
| 2025-07-11 | 13F | 布伦德尔财务顾问有限责任公司 | 30,904 | 3 | ||||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 14,234 | 5.06 | 1,374 | 10.37 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 549,563 | 29.64 | 53,033 | 36.17 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 1,343 | 4.76 | 126 | -7.41 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 481,323 | 9.53 | 46,448 | 15.05 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 12 | 33.33 | 1 | |||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 172,918 | 24.47 | 16,687 | 30.74 | ||||
| 2025-07-21 | 13F | 创意资本管理投资有限责任公司 | 20 | 2 | ||||||
| 2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 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 | 43,626 | 21.34 | 3,863 | -8.09 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 113,700 | 10,972 | |||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 149 | 14 | ||||||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 45,600 | 4,400 | |||||
| 2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 139,138 | 19.22 | 13,427 | 25.23 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 1,430 | 0 | ||||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 57,039 | 17.10 | 5,504 | 22.99 | ||||
| 2025-06-27 | NP | PEY - 景顺高收益股票股息实现者 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 232,797 | 20.49 | 20,614 | -8.74 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 1,181 | 22.51 | 114 | 28.41 | ||||
| 2025-06-26 | NP | FITLX - 富达美国可持续发展指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,156 | 13.49 | 3,113 | -14.03 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 393,777 | 7.16 | 37,999 | 12.56 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 3,369 | 325 | ||||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 352 | 35.38 | 34 | 43.48 | ||||
| 2025-08-08 | 13F | 赫德克财富有限责任公司 | 11,494 | 0.24 | 1,109 | 5.32 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 7,756 | 8.43 | 726 | -4.10 | ||||
| 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 | 127,455 | 0.15 | 11,929 | -11.34 | ||||
| 2025-07-23 | 13F | 帕克圆公司 | 69,345 | 7.77 | 6,692 | 13.20 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 3,675 | 0 | ||||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 30,931 | 20.38 | 2,985 | 26.44 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 17,225 | 19.26 | 1,662 | 25.34 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -172 | -17 | |||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 213,579 | 26.44 | 19,989 | 11.93 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 1,234 | 62.16 | 115 | 22.34 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 8,427 | 13.51 | 813 | 19.21 | ||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 4,829 | 23.73 | 466 | 29.89 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 663 | 1.53 | 64 | 6.78 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 142 | -56.88 | ||||||
| 2025-07-03 | 13F | 阿维斯特投资公司 | 9,358 | 903 | ||||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 623 | 2.47 | 60 | 9.09 | ||||
| 2025-07-18 | 13F | 山猫投资咨询 | 5,392 | 3.18 | 520 | 8.33 | ||||
| 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 | 55,091 | 1.90 | 4,878 | -22.83 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 46,837 | 0.59 | 4,519 | 5.66 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 6,528 | 630 | ||||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 149 | 16 | ||||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 108,932 | 8.17 | 10,512 | 13.62 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 9,306 | 0.79 | 824 | -23.63 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 2,147 | 207 | ||||||
| 2025-08-12 | 13F | YANKCOM 合作伙伴关系 | 8 | 1 | ||||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 29,924 | 0.65 | 2,888 | 5.71 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 31,160 | 91.59 | 3,007 | 101.20 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 188 | 8.67 | 18 | 20.00 | ||||
| 2025-07-24 | 13F | 艾伦财富管理有限公司 | 2,477 | 2.06 | 239 | 7.66 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 707,632 | 35.73 | 68 | 44.68 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 2,728 | 9.03 | 263 | 14.85 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 20,427 | 7.99 | 1,960 | 14.42 | ||||
| 2025-06-26 | NP | FSMDX - 富达中盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 747,606 | 8.04 | 66,201 | -18.17 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 26,416,718 | 0.50 | 2,549,213 | 5.56 | ||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 15,629 | 18.58 | 1,508 | 24.63 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 2,989 | 7.02 | 288 | 12.50 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 41,689 | 21.84 | 4,023 | 27.97 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 62 | 40.91 | 6 | 25.00 | ||||
| 2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 61,626 | 3.47 | 5,457 | -21.64 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 19,862 | 15.52 | 1,859 | 2.26 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 19,255 | 4.43 | 1,705 | -20.88 | ||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 6,225 | 5.06 | 601 | 10.29 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 12,013 | 45.12 | 1,064 | 9.93 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 30,822 | 2,974 | ||||||
| 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 | 2,808,593 | 0.94 | 262,856 | -10.64 | ||||
| 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 | 222 | 15.62 | 20 | -13.64 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 17,162 | 26.23 | 1,656 | 32.59 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 6,128 | 5.66 | 543 | -20.06 | ||||
| 2025-04-25 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 8,790 | 1,836.12 | 929 | 1,329.23 | ||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 10,256 | 1.18 | 986 | 5.80 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 24,589 | 83.68 | 2 | 100.00 | ||||
| 2025-06-25 | NP | FNCL - 富达 MSCI 金融指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 60,324 | 0.32 | 5,342 | -24.03 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 42,882 | 1.22 | 4,138 | 21.71 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 163,507 | 15,778 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 48 | 5 | ||||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 31 | 3 | ||||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 21 | 23.53 | 2 | 100.00 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 5 | 0 | ||||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 13,393 | 0.04 | 1,288 | 3.54 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 2,244 | 217 | ||||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 2,294 | 221 | ||||||
| 2025-06-17 | NP | CFVLX - 价值基金股票 | 33,000 | 25.71 | 2,922 | -4.79 | ||||
| 2025-08-14 | 13F | 范式资本管理有限责任公司/NV | 3,199 | 42.81 | 0 | |||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 39,223 | 2.21 | 3,473 | -22.58 | ||||
| 2025-07-11 | 13F | 国际私人财富顾问有限公司 | 5,335 | 515 | ||||||
| 2025-08-14 | 13F | 农林中金银行 | 12,657 | 8.11 | 1,221 | 13.58 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 11,003 | 8.39 | 1,062 | 13.84 | ||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -4,086 | 24.54 | -362 | -5.74 | |||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 1,391 | 14.96 | 134 | 20.72 | ||||
| 2025-08-25 | NP | KNGZ - 美国股票股息选择 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 | 7,686 | 48.61 | 742 | 56.00 | ||||
| 2025-07-25 | NP | SCHV - 嘉信美国大盘价值 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 112,808 | 1.49 | 10,558 | -10.15 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 175,403 | 56.79 | 16,926 | 64.70 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 15,769 | 1.82 | 1,522 | 6.96 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 951 | 10.58 | 84 | -16.00 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 25,900 | 20.16 | 2,424 | 6.37 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 4,638 | 446 | ||||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 31,788 | 67.69 | 3,068 | 76.16 | ||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,506,813 | 21.32 | 133,428 | -8.12 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -111 | -11 | |||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 1,048 | 39.92 | 98 | 24.05 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 122,000 | 11,724 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 99,400 | 9,552 | |||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 6,880 | 0.94 | 609 | -23.49 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 26,408 | 8.72 | 2,548 | 14.21 | ||||
| 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 | 492,628 | 1.24 | 43,622 | -23.33 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 5,226 | 1.04 | 504 | 5.89 | ||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 4,401 | 425 | ||||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 7,269 | 2.93 | 701 | 8.18 | ||||
| 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 | 16,800 | 3.74 | 1,572 | -8.18 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 14,060 | 3.06 | 1,357 | 8.22 | ||||
| 2025-08-14 | 13F | 牛津资产管理公司 | 9,430 | 10.73 | 910 | 16.24 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 15,766 | 3.32 | 1,521 | 8.57 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 64,944 | 1.16 | 6,267 | 6.26 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 402,918 | 0.61 | 38,882 | 5.68 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 122,900 | 1.91 | 10,103 | -1.49 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 5,254 | 84.87 | 507 | 94.25 | ||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 67 | 13.56 | 8 | 16.67 | ||||
| 2025-08-07 | 13F | BHK 投资顾问有限公司 | 4,968 | 0.75 | 479 | 5.74 | ||||
| 2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 4,891 | 35.26 | 433 | 2.61 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 354,105 | 2.59 | 34,171 | 7.76 | ||||
| 2025-07-30 | 13F | Capstone Triton 金融集团有限责任公司 | 8,147 | 28.36 | 786 | 9.62 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 16,433 | 1,586 | ||||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 6,293 | 0.38 | 607 | 8.98 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 8,736 | 1.91 | 843 | 6.99 | ||||
| 2025-07-07 | 13F | 西联银行 | 3,276 | 316 | ||||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 51,446 | 3.98 | 4,556 | -21.25 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 15,595 | 1.32 | 1,505 | 6.36 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 522,992 | 22.75 | 50,469 | 28.93 | ||||
| 2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 41,312 | 3.32 | 3,987 | 8.05 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 173,545 | 29.57 | 16,747 | 36.11 | ||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 84,105 | 11.54 | 7,447 | -15.53 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 5,190 | 43.09 | 501 | 50.15 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 122,932 | 11,863 | ||||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 16,397 | 4.97 | 1,582 | 10.24 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 109,800 | 4,475.00 | 10,596 | 4,715.91 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 354 | 140.82 | 34 | 161.54 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 99,000 | 492.81 | 9,554 | 522.75 | |||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 1,004 | 5.80 | 97 | 10.34 | ||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 4,652 | 5.06 | 412 | -20.50 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 39,717 | 5.57 | 3,833 | 10.88 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 33,289 | 17.91 | 3,213 | 23.87 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 5,016 | 484 | ||||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 42,459 | 19.36 | 3,760 | -9.62 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 278 | 20.87 | 27 | 23.81 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 700 | 16.67 | 66 | 3.17 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 14,552 | 310.03 | 1,404 | 330.67 | ||||
| 2025-08-27 | NP | VIMSX - 先锋中盘指数基金投资者股票 | 4,862,871 | 1.42 | 469,267 | 6.53 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 14,052 | 1.24 | 1,356 | 6.35 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 8,770 | 4.12 | 846 | 9.44 | ||||
| 2025-08-14 | 13F | 古尔德资本有限责任公司 | 31,038 | 2.39 | 2,995 | 7.58 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 25,764 | 10.25 | 2,486 | 15.84 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 4,882 | 0.70 | 471 | 5.84 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 200 | 19 | ||||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 17 | 30.77 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 23 | 2 | ||||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 10,235 | 1,038.49 | 988 | 1,103.66 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 2,800 | 270 | ||||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 685,522 | 9.55 | 66,153 | 15.07 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,309 | 2.75 | 126 | 7.69 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 3,832 | 370 | ||||||
| 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 | 97,674 | 10.40 | 8,649 | -16.38 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 2,042 | 7.19 | 197 | -8.37 | ||||
| 2025-08-05 | 13F | 联邦退休投资有限责任公司 | 28,651 | 2,765 | ||||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 22 | 2 | ||||||
| 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 | 242,226 | 3.29 | 23,375 | 8.49 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 12,265 | 3.46 | 1,183 | 15.19 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 5,872 | 44.59 | 567 | 51.74 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 16,503 | 18.62 | 1,592 | 24.57 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 229,015 | 0.94 | 22,100 | 6.03 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 2,904 | 6.45 | 280 | 12.00 | ||||
| 2025-07-30 | 13F | 生命财富投资有限公司 | 5,835 | 563 | ||||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 1,543 | 10.37 | 0 | |||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 12,900 | 34.38 | 1,245 | 41.20 | |||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 103,200 | 140.00 | 9,959 | 152.10 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 73,800 | 117.70 | 7,122 | 128.68 | |||
| 2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 1,640 | 158 | ||||||
| 2025-08-13 | 13F | Alerus 金融纳 | 100 | 10 | ||||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 1,216 | 97.40 | 117 | 108.93 | ||||
| 2025-08-21 | NP | SMOT - VanEck Morningstar SMID 护城河 ETF | 53,026 | 79.19 | 5,117 | 88.26 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 49 | 5 | ||||||
| 2025-08-12 | 13F | 恒线顾问公司 | 470,067 | 3.60 | 45,361 | 8.82 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 33,372 | 4.21 | 3,220 | 9.45 | ||||
| 2025-03-18 | 13F | 托马资本管理有限公司 | 6,049 | 684 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 64 | 6 | ||||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 49 | 206.25 | 5 | 300.00 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 10,151 | 42.01 | 950 | 25.83 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,195 | 1.55 | 393 | -10.09 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 7,578 | 731 | ||||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 1,229 | 1,207.45 | 109 | 980.00 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 340 | 282.02 | 33 | 300.00 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 1,642 | 2.56 | 158 | 7.48 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 190 | 313.04 | 18 | 350.00 | ||||
| 2025-08-05 | 13F | 峰会投资咨询服务有限责任公司 | 2,800 | 270 | ||||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 7,058 | 98.54 | 648 | 61.19 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 3,294 | 21.55 | 318 | 26.80 | ||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 150 | 455.56 | 14 | 600.00 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,528 | 13.00 | 5,980 | -14.43 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 4,864 | 455 | ||||||
| 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 | 73,755 | 12.68 | 7,117 | 18.36 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 2,737 | 18.48 | 294 | 38.86 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 31 | 3 | ||||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 1,357 | 17.29 | 131 | 22.64 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 4,850 | 12.01 | 468 | 17.88 | ||||
| 2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,345 | 22.88 | 407 | 8.85 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 4,369 | 20.13 | 422 | 26.05 | ||||
| 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 | 8 | 14.29 | 1 | |||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 695 | 3.89 | 62 | -21.79 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 1,651 | 67.11 | 155 | 48.08 | ||||
| 2025-04-29 | NP | SMIZ - Zacks 中小型股 ETF | 8,804 | 35.95 | 931 | 16.10 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 7,846,636 | 1.82 | 757,200 | 6.95 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 3,658 | 2.35 | 353 | 7.32 | ||||
| 2025-04-17 | NP | FLSPX - SPECTRUM FUND 零售类 | 5,185 | 3.51 | 476 | -15.90 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 102,178 | 1.80 | 10 | 0.00 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 5,845 | 112.78 | 564 | 123.81 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 7,426 | 0.16 | 695 | -11.37 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 5,188 | 28.89 | 501 | 35.50 | ||||
| 2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 289 | 0.70 | 28 | 3.85 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 60,200 | 82.98 | 5,809 | 92.22 | |||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 65,000 | 50.12 | 6,272 | 57.71 | |||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 13,064 | 1,261 | ||||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 2,275 | 220 | ||||||
| 2025-07-24 | 13F | IFP 顾问公司 | 3,749 | 0.54 | 456 | 33.04 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 7 | 1 | ||||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 780 | 5.98 | 75 | 11.94 | ||||
| 2025-07-15 | 13F | 卡迪纳尔资本管理公司 | 69,443 | 7.21 | 6,701 | 12.62 | ||||
| 2025-07-16 | 13F | 北橡树财富管理公司 | 29,365 | 6.00 | 2,834 | 11.36 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 59 | 5 | ||||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 2,975 | 0.07 | 287 | 5.13 | ||||
| 2025-08-14 | 13F | PYA沃尔特曼资本有限责任公司 | 22,175 | 24.33 | 2,140 | 30.59 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 2,025,458 | 13.61 | 195,458 | 19.34 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 64,300 | 52.01 | 6,205 | 59.65 | |||
| 2025-07-25 | NP | SCHD - 嘉信美国股息股票 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 | 6,347,397 | 8.31 | 594,053 | -4.12 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 63,200 | 8.97 | 6,099 | 14.45 | |||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 8,545 | 18.12 | 825 | 24.10 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 23,760 | 2,104 | ||||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 77,548 | 60.43 | 7,483 | 68.54 | ||||
| 2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 2,154 | 208 | ||||||
| 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 | 223,249 | 3.49 | 20,894 | -8.39 | ||||
| 2025-07-30 | 13F | 贝宁管理公司 | 7,169 | 2.14 | 692 | 7.30 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 41,569 | 71.76 | 4,011 | 80.43 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 3,507 | 17.88 | 328 | 4.46 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 12,330 | 5.16 | 1,190 | 10.40 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 3 | 50.00 | 0 | |||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 42 | 20.00 | 4 | -25.00 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 6,140 | 7.14 | 593 | 12.55 | ||||
| 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 | 42,129 | 2.00 | 4,065 | 7.14 | ||||
| 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 | 11,407 | 5.09 | 1,101 | 10.33 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 158,888 | 9.98 | 15 | 15.38 | ||||
| 2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 87,469 | 58.44 | 8,441 | 66.44 | ||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 49,281 | 2.12 | 4,756 | 7.26 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 61,016 | 16.07 | 5,403 | -12.11 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,806 | 76.69 | 464 | 85.94 | ||||
| 2025-07-31 | 13F | 城邦银行 | 10 | 100.00 | 1 | |||||
| 2025-08-29 | NP | RAA - SMI 3Fourteen 真实资产配置 ETF SMI 3Fourteen 真实资产配置 ETF | 10,302 | 994 | ||||||
| 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 | 206,713 | 5.29 | 19,346 | -6.79 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 2,537 | 4.70 | 245 | 9.91 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 293 | 2.45 | 28 | 7.69 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 15,479 | 3.20 | 1,494 | 8.42 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 839 | 258.55 | 79 | 225.00 | ||||
| 2025-08-29 | NP | DAEIX - Dean 股权收益基金 | 18,798 | 8.35 | 1,814 | 13.87 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 259 | 14.10 | 23 | -15.38 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 62,197 | 1.74 | 6,002 | 6.87 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 2,074 | 200 | ||||||
| 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 | 797,875 | 3.25 | 76,995 | 8.45 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 3,252 | 314 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 14,363 | 0.46 | 1,272 | -23.94 | ||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 3,345 | 38.34 | 323 | 45.05 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 18,896 | 68.23 | 1,823 | 76.82 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 3,021,602 | 7.75 | 291,585 | 13.18 | ||||
| 2025-06-26 | NP | NUMV - Nuveen ESG 中盘价值 ETF | 30,096 | 5.89 | 2,665 | -19.80 | ||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 6,079 | 3.54 | 600 | 14.31 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 7,744 | 1.40 | 747 | 6.56 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | Put | 103,800 | 246.00 | 10,017 | 263.43 | |||
| 2025-07-09 | 13F | 捷克国家银行 | 53,853 | 5.32 | 5,197 | 10.62 | ||||
| 2025-08-28 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 38,458 | 3.87 | 3,711 | 9.11 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 5,711 | 111.83 | 551 | 123.08 | ||||
| 2025-07-30 | NP | SDOG - ALPS 行业股息狗 ETF | 256,009 | 25.29 | 23,960 | 10.92 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 850 | 183.33 | 82 | 148.48 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 453 | 1,787.50 | 44 | 2,050.00 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 70,738 | 17.50 | 6,798 | 23.31 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -1,090 | 14.02 | -105 | 20.69 | |||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 20,594 | 6.13 | 1,987 | 11.50 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 253 | 86.03 | 0 | |||||
| 2025-08-13 | 13F | 卡里街合伙人投资咨询有限公司 | 244 | 24 | ||||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 3,010 | 290 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 2,107 | 0 | ||||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 106 | 152.38 | 10 | 233.33 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 2,229 | 226 | ||||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 7,982 | 0.66 | 770 | 5.77 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 1,910 | 22.67 | 184 | 28.67 | ||||
| 2025-08-14 | 13F | BTG Pactual SA 银行 | 8,330 | 804 | ||||||
| 2025-08-13 | 13F | 新斯科舍银行 | 52,185 | 127.75 | 5,036 | 139.31 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 9,771 | 90.10 | 943 | 99.58 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 86,093 | 0.33 | 8,308 | 5.39 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares 罗素中型股指数机构基金 | 37,883 | 1.40 | 3,355 | -23.21 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 346 | 1.47 | 33 | 6.45 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 2,322 | 224 | ||||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 6 | 500.00 | 1 | |||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 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 | 35,248 | 88.29 | 3,121 | 42.64 | ||||
| 2025-08-08 | 13F | 创意策划 | 23,167 | 0.67 | 2,236 | 5.72 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 506,588 | 160.32 | 48,886 | 173.45 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 23,819 | 24.39 | 2,299 | 30.64 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 1,042 | 3.78 | 100 | 9.89 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,060 | 239.74 | 99 | 209.38 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 1,755,401 | 24.72 | 169,396 | 31.00 | ||||
| 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 | 98 | 20.99 | 9 | -11.11 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 110,600 | 414.42 | 10,673 | 440.35 | |||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 86,900 | 44.83 | 8,386 | 52.12 | |||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 2,383 | 230 | ||||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 11,192 | 10.99 | 1,080 | 16.63 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 10,123 | 5.40 | 977 | 8.69 | ||||
| 2025-07-23 | 13F | 贝内特财富管理公司 | 3,454 | 333 | ||||||
| 2025-08-22 | NP | FVHKV - 对冲股票投资组合服务类别 | 136 | 46.24 | 13 | 62.50 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 371 | 12.77 | 0 | |||||
| 2025-08-08 | 13F | 汤普森戴维斯公司 | 18,910 | 40.54 | 1,825 | 19.37 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 4,336 | 418 | ||||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 2,753 | 25.08 | 266 | 31.19 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 70,643 | 2.96 | 6,817 | 8.15 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 3,394 | 8.26 | 318 | -4.23 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 143,389 | 15.33 | 13,837 | 21.14 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 29,797 | 2.11 | 2,875 | 7.28 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 39,477 | 533.66 | 3,810 | 565.91 | ||||
| 2025-08-14 | 13F | 南岸银行 | 90,776 | 896.01 | 8,760 | 946.48 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 1,563 | 117.99 | 151 | 130.77 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 738 | 30.85 | 71 | 39.22 | ||||
| 2025-08-05 | 13F | Arrowroot 家族办公室有限责任公司 | 2,325 | 224 | ||||||
| 2025-08-29 | NP | PKAIX - PIMCO RAE 美国基金机构类 | 111,943 | 39.51 | 10,802 | 46.55 | ||||
| 2025-08-14 | 13F | Xponance公司 | 32,570 | 3.07 | 3,143 | 8.27 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 20,580 | 92.34 | 1,986 | 101.93 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 5,076 | 99.22 | 490 | 108.97 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 93,869 | 9,058 | ||||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 11,006 | 32.05 | 1,062 | 38.64 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 1 | 0 | ||||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 423 | 5.75 | 42 | 13.89 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 110,178 | 30.50 | 10,588 | 36.97 | ||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 14,626 | 17.75 | 1,411 | 23.66 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 113,900 | 2.24 | 10,991 | 7.40 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 19 | 280.00 | 2 | |||||
| 2025-07-21 | 13F | TFG 顾问有限责任公司 | 2,779 | 3.62 | 268 | 8.94 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 20,336 | 61.06 | 1,862 | 34.73 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 5,578 | 22.06 | 538 | 28.40 | ||||
| 2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 733 | 24.45 | 65 | -5.88 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 478 | 2.14 | 46 | 9.52 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 1,236 | 87.27 | 119 | 98.33 | ||||
| 2025-08-11 | 13F | LCNB公司 | 2,898 | 2.95 | 280 | 8.14 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 7,809 | 24.62 | 754 | 30.96 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 8,866 | 125.54 | 856 | 136.84 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 3 | 50.00 | 0 | |||||
| 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 | 29,864 | 15.58 | 2,795 | 2.31 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 159,195 | 0.91 | 15,362 | 6.00 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 4,535 | 3.23 | 438 | 8.44 | ||||
| 2025-07-29 | 13F | 史密斯布里奇资产管理公司/德国 | 37,571 | 1.41 | 3,626 | 6.52 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 36,368 | 6.84 | 3,509 | 12.22 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 106,153 | 0.44 | 10,244 | 5.50 | ||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 29,999 | 2.74 | 2,895 | 7.90 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 158,788 | 4.02 | 15,323 | 9.26 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 2,624 | 253 | ||||||
| 2025-08-26 | NP | WAMFX - 华登中型股基金 | 16,455 | 1.57 | 1,588 | 6.65 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 14,560 | 19.37 | 1,405 | 25.45 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 426 | 39 | ||||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,663 | 7.78 | 501 | -18.40 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 3,684 | 4.16 | 356 | 9.57 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 15,221 | 25.14 | 1,469 | 31.42 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 18 | 260.00 | 2 | |||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 15,978 | 1,542 | ||||||
| 2025-08-13 | 13F | 阿蒙迪 | 1,607,616 | 16.90 | 153,714 | 24.57 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 615,354 | 26.95 | 59,382 | 33.35 | ||||
| 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 | 13 | 30.00 | 1 | 0.00 | ||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 5,208 | 6.74 | 1 | |||||
| 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 | 2,112 | 6.72 | 187 | -19.05 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 36,781 | 1.03 | 3,549 | 6.13 | ||||
| 2025-06-24 | NP | SWMCX - 嘉信美国中盘指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,517 | 16.53 | 3,234 | -11.74 | ||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 43,058 | 4,155 | ||||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 393,926 | 25.33 | 38 | 35.71 | ||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 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 | 51,319 | 0.49 | 4,803 | -11.06 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 357 | 110.00 | 38 | 76.19 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 909,075 | 1.69 | 87,730 | 6.82 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 22 | 57.14 | 2 | 100.00 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 14,045 | 8.26 | 1,355 | 13.77 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 5,768 | 14.04 | 557 | 19.83 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 86,041 | 9.03 | 8,303 | 14.53 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 14,216 | 0.15 | 1,330 | -11.33 | ||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 10 | 1 | ||||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 15,222 | 1,469 | ||||||
| 2025-08-14 | 13F | 德肖公司 | 8,094 | 44.05 | 781 | 51.36 | ||||
| 2025-06-26 | NP | FSWCX - 富达 SAI 美国价值指数基金 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 | 162,070 | 14,351 | ||||||
| 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 | 101,823 | 1.45 | 9,016 | -23.17 | ||||
| 2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 21,304 | 17.13 | 2,056 | 23.05 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 4,260 | 13.09 | 411 | 18.79 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 623 | 0.97 | 60 | 7.14 | ||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 1,118 | 19.32 | 105 | 5.05 | ||||
| 2025-07-23 | 13F | LK 本森公司 | 324,512 | 0.18 | 31,315 | 5.23 | ||||
| 2025-07-28 | NP | RDIV - Invesco S&P Ultra Dividend Revenue 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 | 97,352 | 34.36 | 9,111 | 18.94 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 0 | 0 | ||||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 11,753 | 13.58 | 1,100 | 0.55 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 462 | 45 | ||||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 2,266 | 219 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21,228 | 7.20 | 2,049 | 12.71 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 1,651,008 | 2.30 | 159,322 | 7.45 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 72,711 | 9.72 | 7,017 | 15.24 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 15,000 | 1,448 | |||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 2,135 | 0 | ||||||
| 2025-08-12 | 13F | 创始者有限公司 | 8,279 | 799 | ||||||
| 2025-07-23 | 13F | 资本管理联营公司 | 4,604 | 444 | ||||||
| 2025-08-05 | 13F | 西格玛规划公司 | 18,866 | 15.71 | 1,821 | 21.58 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 35,675 | 152.94 | 3,443 | 165.79 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 5,653 | 3.42 | 501 | -21.75 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 2,200 | 212 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 25,065 | 319.36 | 2,419 | 340.44 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 25,600 | 2,470 | |||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 9,419 | 909 | ||||||
| 2025-06-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 109,663 | 19.04 | 9,711 | -9.84 | ||||
| 2025-08-11 | 13F | 波林资本管理有限责任公司 | 15,757 | 2.68 | 1,521 | 7.88 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 26,728 | 2.17 | 2,579 | 7.32 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 169,452 | 134.35 | 16,352 | 146.19 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 3,245 | 0.06 | 313 | 5.39 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 576 | 0 | ||||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 616,351 | 31.15 | 59,478 | 37.75 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 14,823 | 2.70 | 1,313 | -22.23 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 9,181 | 843 | ||||||
| 2025-08-26 | 13F | 普罗维登投资管理公司 | 8,447 | 17.86 | 815 | 23.86 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 4,000 | 100.00 | 367 | 62.39 | |||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 2,400 | 84.62 | 220 | 49.66 | |||
| 2025-08-06 | 13F | NVWM有限公司 | 6 | 1 | ||||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 155 | 181.82 | 15 | 180.00 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 71,242 | 2.69 | 6,875 | 7.86 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 7,076,702 | 0.75 | 682,902 | 5.83 | ||||
| 2025-07-08 | 13F | 马丁资本合伙人有限责任公司 | 56,155 | 224.00 | 5 | 400.00 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 76,340 | 10.89 | 7,367 | 16.48 | ||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | Short | -2,648 | 102.76 | -256 | 114.29 | |||
| 2025-08-13 | 13F | Westerkirk资本公司 | 4,700 | 454 | ||||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 5,430 | 84.26 | 524 | 93.70 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 12,111 | 44.66 | 1,072 | 9.61 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 123,916 | 41.12 | 11,828 | 46.46 | ||||
| 2025-07-23 | 13F | Horizon 咨询服务有限公司 | 2,866 | 1.31 | 277 | 6.56 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 6,737 | 683 | ||||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 269 | 89.44 | 25 | 50.00 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 1,546 | 44.76 | 149 | 52.04 | ||||
| 2025-06-27 | NP | FDIV - MarketDesk 重点关注美国股息 ETF | 21,176 | 9.56 | 1,875 | -17.00 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 2,236,750 | 345.35 | 215,848 | 367.80 | ||||
| 2025-08-26 | NP | PDIAX - Virtus Rampart 增强型核心股票基金 A 类 | 39,538 | 5.63 | 3,815 | 10.97 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 0 | 0 | ||||||
| 2025-08-26 | NP | FSCS - 中型股美国股票精选 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 | 4,381 | 423 | ||||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 21,186 | 6.44 | 2 | 100.00 | ||||
| 2025-07-30 | 13F | 中美财富咨询集团有限公司 | 9 | 1 | ||||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 365 | 35 | ||||||
| 2025-08-13 | 13F | 奥西亚姆 | 16,809 | 929.33 | 1,622 | 981.33 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 58,295 | 1.30 | 5,625 | 6.41 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 121,239 | 11.31 | 11,700 | 16.92 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 23,786 | 30.04 | 2,226 | 15.16 | ||||
| 2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 38,995 | 2.08 | 3,763 | 7.24 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 3,237 | 7.40 | 312 | 13.04 | ||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 4,831 | 1.26 | 466 | 6.39 | ||||
| 2025-07-31 | 13F | ARGA 投资管理有限合伙人 | 477,161 | 3,807.31 | 46,046 | 4,007.58 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 53,241 | 0.29 | 4,714 | -24.04 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 13 | 1 | ||||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 77,917 | 47.74 | 7,519 | 55.17 | ||||
| 2025-04-18 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,290 | 23.44 | 982 | 5.36 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 5,343 | 11.50 | 516 | 17.54 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 3,734 | 26.75 | 360 | 33.33 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Morningstar SMID 护城河焦点指数基金 (I) | 18,007 | 103.49 | 1,738 | 113.92 | ||||
| 2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 52,240 | 591.83 | 5,041 | 627.42 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,037 | 3.17 | 623 | -21.83 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 72,272 | 10.84 | 6,971 | 16.44 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 4,883 | 23.90 | 471 | 30.11 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 69,200 | 153.48 | 6,678 | 166.23 | |||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 179 | 20.13 | 17 | 30.77 | ||||
| 2025-08-28 | NP | TWEIX - 股票收益基金投资者类别 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 | 789,204 | 5.00 | 76,158 | 10.29 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 238 | 46.91 | 23 | 57.14 | ||||
| 2025-03-28 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Apex 财富管理有限公司 | 5,732 | 2.50 | 553 | 7.80 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 3,322 | 30.12 | 321 | 36.75 | ||||
| 2025-08-29 | NP | 约翰汉考克对冲股票及收益基金 | 7,111 | 25.26 | 686 | 31.67 | ||||
| 2025-08-25 | NP | LVHD - 美盛低波动高股息 ETF | 92,077 | 8,885 | ||||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 143,261 | 5.67 | 13,825 | 11.00 | ||||
| 2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 17,867 | 1.62 | 1,724 | 6.75 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 721,973 | 43.23 | 69,670 | 50.45 | ||||
| 2025-08-07 | 13F | 英杰华公司 | 170,059 | 5.55 | 16,411 | 10.87 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 531,491 | 7.41 | 51,289 | 12.82 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 15,691 | 20.54 | 1,469 | 6.69 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 6,000 | 445.45 | 579 | 386.55 | ||||
| 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 | 66,735 | 0.60 | 5,909 | -23.81 | ||||
| 2025-07-22 | 13F | 优势投资伙伴有限责任公司 | 127,189 | 2.12 | 12,274 | 7.26 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 245,037 | 11,027.93 | 23,646 | 11,605.94 | ||||
| 2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 83 | 20.29 | 8 | 0.00 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 94,825 | 28.39 | 9,151 | 34.86 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 1,043,390 | 14.01 | 100,687 | 19.76 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 4,358 | 11.54 | 408 | -1.45 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 5,397 | 11.00 | 478 | -16.02 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 351,907 | 20.06 | 33,959 | 26.12 | ||||
| 2025-08-14 | 13F | 道富银行 | 14,510,271 | 1.48 | 1,400,241 | 6.59 | ||||
| 2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 2,201 | 212 | ||||||
| 2025-07-10 | 13F | 穆勒金融服务公司 | 7,205 | 0.07 | 695 | 5.14 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 11,423 | 9.21 | 1,102 | 14.79 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 1,125 | 78.57 | 92 | 73.58 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 11,367 | 14.58 | 1,064 | 1.43 | ||||
| 2025-07-25 | NP | QARP - Xtrackers Russell 1000 美国优质价格合理 ETF | 1,399 | 6.39 | 131 | -6.47 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,185 | 53.30 | 105 | 15.56 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 86,984 | 32.69 | 8,394 | 39.37 | ||||
| 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 | 14,173 | 5.90 | 1,255 | -19.76 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 5,853 | 7.04 | 518 | -18.94 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 117,983 | 9.01 | 11,042 | -3.50 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 27,807 | 3.63 | 2,683 | 8.84 | ||||
| 2025-08-08 | 13F | 资本投资顾问公司 | 54,620 | 1.81 | 5,271 | 6.94 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 547 | 5.60 | 50 | -13.79 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 19,253 | 1,858 | ||||||
| 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 | 4,386 | 1.95 | 388 | -22.71 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 29,100 | 2.30 | 2,808 | 7.46 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 12,385 | 60.51 | 1,097 | 21.51 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 14,964 | 3.31 | 1,444 | 8.57 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -16,086 | 51.17 | -1,552 | 58.85 | |||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 89,611 | 1.98 | 8,647 | 7.11 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 36 | 350.00 | 3 | |||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 44,277 | 13.89 | 4 | 33.33 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 1,017 | 27.12 | 98 | 34.25 | ||||
| 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 | 413,105 | 1.03 | 38,662 | -10.56 | ||||
| 2025-08-28 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 3,759 | 66.84 | 363 | 75.73 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 10 | 100.00 | 1 | |||||
| 2025-08-28 | NP | SDY - SPDR(R) S&P(R) 股息 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,600,258 | 7.73 | 250,925 | 13.16 | ||||
| 2025-07-17 | 13F | 飞轮私人财富有限责任公司 | 2,077 | 200 | ||||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 33,997 | 7.59 | 3,182 | -4.76 | ||||
| 2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 15 | 1 | ||||||
| 2025-08-19 | 13F | 怀俄明州 | 4,031 | 43.15 | 389 | 50.39 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 42,152 | 337.72 | 4,068 | 360.07 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 157,524 | 43.30 | 15,201 | 50.53 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 6,867 | 7.85 | 663 | 13.36 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 4,043 | 2.38 | 390 | 7.73 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 17,414 | 1.57 | 2 | 0.00 | ||||
| 2025-06-26 | NP | SEG Partners多空股票基金 | Short | -18,150 | -1,607 | |||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 212 | 31.68 | 20 | 11.76 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 2,621 | 6.94 | 253 | 12.00 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 3,653 | 48.44 | 353 | 55.75 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 88 | 8 | ||||||
| 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 | 74,472 | 1.58 | 6,594 | -23.07 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 3,261 | 24.99 | 315 | 31.38 | ||||
| 2025-09-11 | NP | 商业基金 - 中型价值基金股票 | 4,930 | 2.92 | 500 | 17.92 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 5,102 | 35.04 | 492 | 15.22 | ||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 28,500 | 2.24 | 2,750 | 7.42 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 13,107 | 1,265 | ||||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 3,242 | 313 | ||||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 105,803 | 3.04 | 10,210 | 8.23 | ||||
| 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 | 4,959 | 5.67 | 479 | 10.90 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 228,706 | 2.68 | 22,070 | 7.85 | ||||
| 2025-04-11 | 13F | 戴维斯资本管理公司 | 2,357 | 101.45 | 217 | 63.64 | ||||
| 2025-08-14 | 13F | 金洛克资本有限责任公司 | 34,715 | 2.90 | 3,350 | 8.07 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 17,963 | 37.61 | 1,734 | 44.54 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 86,780 | 559.82 | 8 | 700.00 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 9,310 | 1.26 | 824 | -23.28 | ||||
| 2025-08-26 | NP | MDIV - 多资产多元化收益指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,134 | 30.14 | 2,039 | 36.75 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 75,423 | 6.86 | 6,929 | -13.19 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 180 | 17 | ||||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 8,307 | 3.50 | 1 | |||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 8,436 | 815 | ||||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 624,101 | 96.47 | 60,226 | 110.83 | ||||
| 2025-07-29 | 13F | 国际资产投资管理有限公司 | 9,699 | 10.04 | 936 | 15.57 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 18 | 2 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 2,823,401 | 50.75 | 272,458 | 58.35 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 23,832 | 26.71 | 2,300 | 33.12 | ||||
| 2025-08-05 | 13F | 北角财富管理有限公司 | 4,035 | 6.61 | 389 | 12.10 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 326,949 | 16.25 | 31,551 | 22.11 | ||||
| 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 | 320,137 | 8.70 | 29,962 | -3.77 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 3,872 | 374 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 149,600 | 22.82 | 14,436 | 29.02 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 474,300 | 50.91 | 45,770 | 58.51 | |||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 236 | 15.12 | 23 | 22.22 | ||||
| 2025-07-30 | NP | MVEIX - Monteagle Select 价值基金机构类别 | 3,980 | 372 | ||||||
| 2025-07-15 | 13F | 修订者财富管理有限责任公司 | 3,460 | 5.68 | 355 | 18.33 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 1,468 | 7.70 | 0 | |||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 827,247 | 9.13 | 68,285 | 14.01 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 82,233 | 1.73 | 8 | 0.00 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 472 | 28.96 | 42 | -2.38 | ||||
| 2025-08-08 | 13F | 西特纳纳尔逊有限公司 | 3,578 | 0.03 | 345 | 5.18 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 13,334 | 30.71 | 1,287 | 37.25 | ||||
| 2025-08-14 | 13F | 锦绣资本投资管理有限公司 | 2,281 | 220 | ||||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 7,354 | 3.24 | 710 | 8.41 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 82,865 | 24.68 | 7,996 | 30.97 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 33,755 | 3.92 | 3,257 | 9.15 | ||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 202 | 8.60 | 20 | 11.76 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 3,986 | 385 | ||||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 2,570 | 6.46 | 248 | 12.22 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 569 | 8.59 | 55 | 12.50 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 6,014,236 | 3.39 | 578,059 | 8.50 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 6,253,230 | 1.07 | 603,437 | 6.17 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 30,610 | 1.65 | 2,954 | 6.76 | ||||
| 2025-08-05 | 13F | 特雷杰·AP-丰登 | 20,015 | 13.93 | 1,931 | 19.71 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -38,373 | -25.11 | -3,703 | -21.35 | |||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 136,454 | 18.26 | 12,771 | 4.69 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 2,270 | 219 | ||||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 5,966 | 17.46 | 576 | 23.39 | ||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 3,702 | 2.21 | 357 | 7.53 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 717 | 3.17 | 69 | 9.52 | ||||
| 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 | 27,243 | 8.17 | 2,550 | -4.24 | ||||
| 2025-08-08 | 13F | 凤凰财富顾问 | 2,202 | 0.14 | 212 | 4.95 | ||||
| 2025-08-26 | NP | FTCS - First Trust Capital Strength ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,856,981 | 125.66 | 179,199 | 10.71 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 1,569 | 6.30 | 151 | 11.85 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 3,807 | 15.50 | 367 | 21.52 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 113,295 | 11.49 | 10,933 | 17.11 | ||||
| 2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 319 | 120.00 | 31 | 130.77 | ||||
| 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 | 672 | 21.96 | 60 | -7.81 | ||||
| 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 | 112,031 | 0.82 | 10,811 | 5.90 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 9,652 | 931 | ||||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 10,449 | 4,423.38 | 1,008 | 4,700.00 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 2,895,566 | 30.09 | 279,422 | 36.64 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 14,500 | 286.98 | 1,399 | 242.89 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 2,513 | 10.51 | 235 | -2.08 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 7,831 | 14.91 | 756 | 20.61 | ||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 4,407 | 13.35 | 425 | 5.46 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 2,667 | 1.48 | 250 | -10.11 | ||||
| 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 | 59,898 | 19.74 | 5,304 | -9.32 | ||||
| 2025-08-04 | 13F | Kerusso资本管理有限公司 | 16,829 | 1,624 | ||||||
| 2025-08-14 | 13F | 运营顾问有限责任公司 | 2,000 | 100.00 | 193 | 112.09 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 17,600 | 730.58 | 1,698 | 638.26 | ||||
| 2025-06-25 | NP | FXO - 第一信托金融 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 | 369,012 | 16.83 | 32,676 | -11.52 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 112,832 | 5.25 | 10,888 | 10.56 | ||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 5,872 | 13.53 | 550 | 0.55 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 22,701 | 18.87 | 2 | 100.00 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 16 | 2 | ||||||
| 2025-08-26 | NP | FTQI - First Trust 对冲 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 | 21,032 | 369.36 | 2,030 | 300.99 | ||||
| 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 | 11,236 | 53.18 | 1,052 | 35.61 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 10,179 | 6.96 | 982 | 12.36 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 831 | 9.78 | 80 | 15.94 | ||||
| 2025-06-27 | NP | HIBL - Direxion 每日 S&P 500(R) 高贝塔牛市 3 倍股票 | 2,190 | 40.66 | 194 | 6.04 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 5,073 | 6.96 | 449 | -18.95 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 97,422 | 2.00 | 9,401 | 7.15 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 55,462 | 4.38 | 5,273 | 9.72 | ||||
| 2025-08-26 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 123,200 | 20.06 | 11,889 | 26.11 | ||||
| 2025-08-28 | NP | Acap战略基金 | Short | -681,598 | -23.87 | -65,774 | -20.04 | |||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 1,193 | 76.22 | 106 | 32.91 | ||||
| 2025-08-01 | 13F | 吉尼斯资产管理有限公司 | 3,624 | 2.37 | 350 | 7.38 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 7,010 | 28.69 | 676 | 35.20 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 1,256 | 102.58 | 0 | |||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 18,038 | 58.55 | 1,741 | 66.51 | ||||
| 2025-07-22 | 13F | 永利资本有限责任公司 | 5,105 | 1.45 | 493 | 6.49 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 2,342 | 226 | ||||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 117,194 | 14.80 | 11,309 | 20.59 | ||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 33,517 | 136.27 | 3,234 | 148.20 | ||||
| 2025-07-28 | NP | NOBL - ProShares S&P 500 Dividend Aristocrats ETF | 1,856,877 | 25.14 | 173,785 | 10.78 | ||||
| 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 | 9,986 | 2.57 | 964 | 7.72 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 430 | 3,483.33 | 41 | 4,000.00 | ||||
| 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 | 9,794 | 5.61 | 917 | -6.53 | ||||
| 2025-07-23 | NP | DQIAX - 纽约梅隆银行 A 类股票收益基金 | 112,172 | 184.28 | 10,498 | 151.69 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 307,785 | 1.30 | 29,701 | 6.41 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 9,663 | 126.19 | 932 | 137.76 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 148,585 | 2,168.82 | 14,338 | 2,285.69 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 6,827 | 0.06 | 659 | 5.11 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 1,556 | 136.47 | 150 | 150.00 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 144,636 | 4.93 | 12,808 | -20.53 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 11,700 | 1,129 | |||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 32,200 | 12.98 | 3,107 | 18.68 | |||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 701 | 91.53 | 0 | |||||
| 2025-08-18 | NP | 优势顾问 Xanthus 基金有限责任公司 | Short | -197,742 | -22.84 | -19,082 | -18.95 | |||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -192 | -19 | |||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 77 | 10.00 | 7 | 16.67 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 127,359 | 5.54 | 12,290 | 10.86 | ||||
| 2025-06-25 | NP | KNG - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income 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 | 602,656 | 31.46 | 53,365 | -0.43 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 2,212 | 12.06 | 213 | 17.68 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 2,577 | 4.33 | 249 | 9.73 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 2,272 | 219 | ||||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 133,377 | 50.32 | 12,871 | 57.91 | ||||
| 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 | 69,285 | 2.19 | 6,484 | -9.53 | ||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 48,941 | 0.38 | 4,580 | -11.14 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 14,602 | 1.98 | 1,409 | 7.15 | ||||
| 2025-07-28 | NP | AVMC - Avantis 美国中型股票 ETF | 5,541 | 8.75 | 519 | -3.72 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 9,063 | 875 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 97,235 | 96.89 | 9,383 | 106.81 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 4,953 | 17.26 | 464 | 3.81 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 中型股指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,185 | 0.56 | 7,545 | 5.63 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 1,327 | 3.59 | 128 | 9.40 | ||||
| 2025-06-26 | NP | MSTGX - 晨星全球收益基金 | 2,375 | 5.42 | 210 | -20.15 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 3,349 | 323 | ||||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 3,441,458 | 137.75 | 332,101 | 149.73 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 938 | 91 | ||||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 79 | 17.91 | 8 | 16.67 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 66,295 | 11.46 | 6,397 | 17.08 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 7,725 | 808.82 | 745 | 855.13 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -190 | -18 | |||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 426 | 54.91 | 41 | 64.00 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 8,059 | 31.21 | 778 | 37.77 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 4,022 | 388 | ||||||
| 2025-07-28 | NP | TMDV - ProShares Russell 美国股息增长者 ETF ProShares Russell 美国股息增长者 ETF | 691 | 8.14 | 65 | -4.48 | ||||
| 2025-05-30 | NP | SEIV - SEI 增强型美国大盘价值因子 ETF | 23,957 | 9.71 | 2,201 | -10.90 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 759 | 154.70 | 73 | 170.37 | ||||
| 2025-08-28 | NP | ARUIX - ARGA VALUE FUND 机构股票 | 991 | 96 | ||||||
| 2025-07-17 | 13F | SC&H 财务顾问公司 | 3,790 | 0.13 | 366 | 5.19 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 3,941 | 380 | ||||||
| 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 | 21,477 | 0.88 | 2,073 | 5.98 | ||||
| 2025-08-13 | 13F | BCJ 资本管理有限公司 | 5,289 | 49.36 | 510 | 56.92 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 5,702 | 550 | ||||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 12,322 | 1,189 | ||||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 14,663 | 10.81 | 1,415 | 16.37 | ||||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 12,072 | 76.70 | 1,175 | 97.48 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 2,154 | 1.99 | 208 | 6.70 | ||||
| 2025-08-06 | 13F | 贝利·吉福德公司 | 506,947 | 17.50 | 48,920 | 23.42 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 11,130 | 94.04 | 1,074 | 104.18 | ||||
| 2025-08-06 | 13F | 南州公司 | 8,682 | 6.61 | 838 | 11.90 | ||||
| 2025-08-22 | NP | PAPI - 参数股票溢价收入 ETF | 11,878 | 58.84 | 1,146 | 66.81 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 49,406 | 3.51 | 4,375 | -21.61 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 179,258 | 1.21 | 17,298 | 6.32 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 11,163 | 84.79 | 1,077 | 94.05 | ||||
| 2025-07-23 | 13F | 温德尔财富有限责任公司 | 73,624 | 13.63 | 7,105 | 19.35 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 2,830 | 0.39 | 273 | 5.81 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 5,699 | 4.30 | 550 | 9.58 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 38,100 | 164.58 | 3,677 | 178.06 | |||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 2,223 | 20.68 | 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 | ||||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | Call | 15,000 | 1,634 | |||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 87,600 | 440.74 | 8,453 | 468.08 | |||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 805 | 4.82 | 78 | 10.00 | ||||
| 2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 6,228 | 3.61 | 601 | 8.88 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 90,565 | 83.96 | 8,476 | 62.86 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 5,536 | 65.85 | 534 | 74.51 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 21 | 2 | ||||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 193,740 | 14.20 | 17,156 | -13.51 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 12,811 | 5.16 | 1,236 | 10.46 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 18,844 | 23.85 | 1,764 | 9.64 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 58,128 | 0.33 | 5,609 | 5.39 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 307,958 | 12.57 | 29,717 | 18.24 | ||||
| 2025-08-06 | 13F | 西耶纳管理 | 121,719 | 10.17 | 10,724 | 8.69 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 376 | 3.01 | 35 | -17.07 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 6 | 1 | ||||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 493,465 | 27.12 | 47,773 | 33.95 | ||||
| 2025-06-26 | NP | FHEQ——富达对冲股票 ETF | 11,050 | 47.57 | 978 | 11.77 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 576 | 2.31 | 56 | 7.84 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 767,294 | 3.46 | 74,044 | 8.67 | ||||
| 2025-07-28 | NP | AVMV - Avantis 美国中盘价值 ETF | 15,860 | 44.44 | 1,484 | 27.93 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 3,710 | 358 | ||||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 19,457 | 7.54 | 1,878 | 12.94 | ||||
| 2025-07-25 | NP | SNPD - Xtrackers S&P ESG Dividend Aristocrats ETF | 985 | 12.83 | 92 | 0.00 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 2,690 | 260 | ||||||
| 2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 278,061 | 12.28 | 24,622 | -14.96 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 117,306 | 63.75 | 11,320 | 72.01 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,684 | 8.37 | 163 | 14.08 | ||||
| 2025-07-29 | 13F | 百丽资本国际有限公司 | 17,212 | 12.90 | 1,661 | 18.57 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 1,887,935 | 21.74 | 182,186 | 27.87 | ||||
| 2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 1,558 | 2.77 | 150 | 7.91 | ||||
| 2025-07-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | Short | -16,987 | -0.28 | -1,590 | -11.72 | |||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 8 | 33.33 | 1 | |||||
| 2025-08-28 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 2,949 | 20.76 | 285 | 6.77 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 894,365 | 12.98 | 86 | 19.44 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 209,174 | 3.25 | 20,185 | 8.45 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 3,444,720 | 0.32 | 332,415 | 5.38 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 419,800 | 41.20 | 40,511 | 48.32 | |||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 234,516 | 35.79 | 22,631 | 42.63 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 7 | 133.33 | 1 | |||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 276 | 217.24 | 0 | |||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 28,369 | 4.80 | 2,738 | 10.10 | ||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,855 | 21.41 | 3,262 | 7.48 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 97,120 | 6.22 | 9,359 | 11.51 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 772,082 | 1.47 | 68,368 | -23.15 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 215 | 18.13 | 20 | -5.00 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 767 | 1.86 | 68 | -23.86 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 7,768 | 1.44 | 750 | 6.54 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 3,666 | 27.42 | 354 | 33.71 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 201,893 | 10.72 | 19,356 | 16.66 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 249 | 24 | ||||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 238,779 | 11.70 | 23,042 | 17.72 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 23,443 | 5.44 | 2,262 | 10.77 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 932 | 23.28 | 90 | 28.99 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 133,763 | 1.03 | 12,908 | 6.13 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 20,989 | 30.53 | 1,964 | 15.60 | ||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 2,986,168 | 47.78 | 264,425 | 11.92 | ||||
| 2025-03-24 | NP | KTRAX - DWS Global Income Builder 基金 A 级 | 20,800 | 732.00 | 2,432 | 787.23 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 69,441 | 7 | ||||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 110,160 | 4.27 | 9,755 | -21.03 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 494 | 0.82 | 48 | 4.44 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 11,195 | 37.75 | 1,080 | 44.77 |
