TW 机构投资人持股, 买家 - Tradeweb Markets Inc.

机构和基金投资人持股 - 买家

在Tradeweb 市场公司中开设新头寸的主要持有者包括格兰瑟姆·梅奥·范·奥特卢有限公司, TRULX - T. Rowe Price 美国大盘核心基金公司, GQETX - 转基因生物质量基金三级, AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级, 费希尔基金管理有限公司, AIM COUNSELOR系列信托（INVESCO COUNSELOR系列信托）-景顺奥本海默资本增值基金A级, 农林中金银行, QLTY - GMO 美国质量 ETF, 索恩资本管理有限公司, 蒙罗合伙公司, 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级, PDP - Invesco DWA 动量 ETF, 邮政银行资产管理公司, FNILX - 富达零大盘指数基金, 九十一 SA (PTY) 有限公司, CLCEX - 多经理大盘成长策略基金机构类, AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 资本增值基金系列 II, 双树管理有限公司, 西姆有限责任公司, 和 Ieq资本有限公司 .

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	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-08-12	13F	景观资本管理有限公司		13,970		2,045
2025-08-12	13F	Mediolanum国际基金有限公司		11,045	11.90	1,601	10.50
2025-06-30	NP	AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer 全球配置基金 R 级		6,828	20.19	944	31.11
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		41,322	1.86	6,050	0.45
2025-06-26	NP	EUSM-Eventide 美国市场 ETF		1,567	24.66	217	35.85
2025-07-31	13F	卡内基资本资产管理有限责任公司		164,033	7.15	24,014	19.78
2025-08-27	NP	BBVLX - Bridge Builder 大盘价值基金		4,582	45.69	671	43.78
2025-07-28	NP	AIM COUNSELOR系列信托（INVESCO COUNSELOR系列信托）-景顺奥本海默资本增值基金A级		162,036		23,406
2025-08-12	13F	Elo 相互养老保险公司		19,727	84.05	2,888	81.52
2025-08-11	13F	授权基金有限责任公司		2,567	10.55	376	9.01
2025-08-12	13F	博克夫，那		7,276	4.78	1,065	3.40
2025-08-13	13F	帕克沃斯财富管理有限公司		4	100.00	1
2025-06-23	NP	PPSFX - 大型股价值基金 III R-3		1,719	10.26	238	20.30
2025-08-14	13F	阿默普莱斯金融公司		163,531	66.22	23,858	62.36
2025-06-25	NP	富国银行大师信托 - 富国银行真实回报投资组合真实回报投资组合		4,093	156.94	566	180.20
2025-06-23	NP	IYG - iShares 美国金融服务 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		31,547	0.96	4,363	10.01
2025-07-29	NP	PREFX - T. Rowe Price 节税股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		45,240	1.12	6,535	7.89
2025-06-24	NP	创新者 ETF 信托 - 创新者股票管理场内 ETF		5,620	18.29	777	29.07
2025-08-13	13F	佛罗里达州退休系统国家管理局		102,070	0.56	14,943	-0.83
2025-07-29	NP	SFY - SoFi Select 500 ETF		1,496		216
2025-07-15	13F	道明私人客户财富有限责任公司		488	38.64	71	36.54
2025-07-11	13F	港湾资本顾问有限公司		11,734	36.86	1,626	27.33
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		59,336	1.32	8,687	-0.09
2025-07-31	13F	奥本海默资产管理公司		4,431	15.36	649	13.68
2025-08-13	13F	双峰财富顾问有限责任公司		2		0
2025-08-14	13F	劳里恩资本管理有限公司		1,430		209
2025-08-20	NP	QNZNX - AQR 可持续多空股票碳意识基金 N 类	Short	-165	371.43	-24	380.00
2025-07-11	13F/A	Financiere des Professionnels - 投资基金公司		1,229		180
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		2,588	5.37	379	3.85
2025-07-14	13F	索维尔金融服务有限责任公司		7,182	6.51	1,051	5.00
2025-08-13	13F	联合爱马仕有限公司		26,521	6.66	3,883	5.17
2025-08-14	13F	综合财富概念有限责任公司		4,945	23.44	724	21.72
2025-08-28	NP	ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		800	10.34	117	9.35
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		1,018		149
2025-08-13	13F	资本世界投资者		2,698,340	17.39	395,037	15.76
2025-08-14	13F	CSS 有限公司/il	Call	4,000		586
2025-08-06	13F	安德拉·AP-丰登		132,600	75.17	19,413	72.74
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		5,329	4,834.26	770	6,890.91
2025-08-26	NP	IIFAX - Voya 平衡收益投资组合 ADV 级		9,068	0.85	1,328	-0.52
2025-08-14	13F	加拿大皇家银行		239,676	97.42	35,088	94.66
2025-08-13	13F	汇丰控股有限公司		33,934	17.38	4,943	15.25
2025-08-27	NP	VIMSX - 先锋中盘指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,570,014	2.73	376,250	1.31
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		17,206	116.62	2,519	113.57
2025-08-12	13F	DnB 资产管理公司		20,705	3.12	3,031	1.71
2025-06-30	NP	VT - Vanguard Total World Stock Index Fund ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		75,582	2.23	10,453	11.40
2025-07-10	13F	交易所交易概念有限公司		3,311	8.45	485	6.84
2025-08-13	13F	Vinva投资管理有限公司		125,088	21.44	18,129	19.92
2025-08-14	13F	Nissay 资产管理公司 /日本/ /adv		14,795	2.59	2,166	1.12
2025-08-28	NP	SSTIX - 道富总回报 VIS 基金 1 类股票 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		663	15.71	97	14.12
2025-07-28	13F	道明资产管理公司		2,277,940	209.43	333,490	205.14
2025-08-06	13F	瑞索纳资产管理有限公司		37,914	10.82	5,543	9.31
2025-07-25	13F	红杉财务顾问有限责任公司		62,292	5.29	9,120	3.83
2025-06-26	NP	TMAAX - Thrivent 适度激进配置基金 A 类		39,857	26.23	5,512	37.59
2025-08-26	NP	EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类		3,288	38.68	481	37.04
2025-08-13	13F	景顺有限公司		1,629,894	16.80	238,617	15.18
2025-06-26	NP	IMCB - iShares 晨星中型 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		10,830	1.50	1,498	10.56
2025-07-22	13F	湾港财富管理有限责任公司		4	33.33	1
2025-06-26	NP	TAAAX - Thrivent 积极配置基金 A 类		41,489	12.03	5,738	22.09
2025-08-14	13F	索恩资本管理有限公司		72,201		10,570
2025-07-22	13F	HFM投资顾问有限责任公司		5	150.00	1
2025-08-14	13F	Mml 投资者服务有限公司		4,275	0.47	1
2025-08-14	13F/A	巴克莱银行		113,724	35.69	17	33.33
2025-08-14	13F	都铎投资公司等	Call	10,400	25.30	1,523	23.54
2025-08-14	13F	都铎投资公司等	Put	7,400	124.24	1,083	121.47
2025-08-22	NP	CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF		149	96.05	22	90.91
2025-08-14	13F/A	巴克莱银行	Put	11,300		2
2025-07-17	13F	HB 财富管理有限责任公司		2,569	57.51	376	55.37
2025-08-12	13F	峰会全球投资		5,004		1
2025-07-31	13F	尼萨投资顾问有限公司		273	30.00	40	25.81
2025-08-13	13F	斑眼贸易有限责任公司	Call	47,100	4.43	6,895	2.99
2025-08-12	13F	美国世纪公司		1,774,612	0.49	259,803	-0.90
2025-08-11	13F	罗斯柴尔德投资有限公司		70	7.69	10	11.11
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Put	167,900	16.68	24,581	15.06
2025-08-14	13F	波士顿私人财富有限公司		9,418		1,379
2025-08-20	NP	QMFNX - AQR MS 融合基金 N 类		38		6
2025-07-30	NP	VUSE - Vident 核心美国股票基金		25,165		3,635
2025-08-13	13F	DL卡尔森投资集团公司		26,507	12.28	3,881	10.73
2025-08-04	13F	俄亥俄州		617,321	4.37	90,376	2.92
2025-06-26	NP	FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		6,288	120.01	870	172.41
2025-08-28	NP	RSMOX - Victory RS 中型成长基金 A 类		4,950	17.02	725	15.47
2025-06-30	NP	PRFZ - Invesco FTSE RAFI US 1500 中小型 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		38,207	10.19	5,284	20.09
2025-07-30	NP	OUSM - ALPS \| O'Shares 美国小型股优质股息 ETF 股票		52,197	2.56	7,540	9.44
2025-06-23	NP	IYY - iShares 道琼斯美国 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		4,953	1.85	685	10.86
2025-05-27	NP	FELC - 富达增强型大盘核心 ETF		33	230.00	5	300.00
2025-05-27	NP	保诚系列基金 - SP 保诚美国新兴增长投资组合 I 类		44,688	25.83	6,634	42.70
2025-08-13	13F	格兰瑟姆·梅奥·范·奥特卢有限公司		1,483,629		217,203
2025-08-14	13F	安科拉顾问有限责任公司		450		66
2025-06-26	NP	贝莱德基金 - iShares 罗素中型股指数机构基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		20,046	1.41	2,772	10.53
2025-08-08	13F	马萨诸塞州金融服务公司 /ma/		1,301,903	12.76	190,599	11.19
2025-08-22	NP	PHEQ - 参数对冲股票 ETF		807	9.80	118	8.26
2025-07-24	13F	罗纳德·布鲁信托公司		1,046	35.14	153	34.21
2025-08-29	NP	STXG-Strive 1000 成长 ETF		327	4.14	48	2.17
2025-08-14	13F	道富银行		2,623,826	2.40	384,128	0.98
2025-08-14	13F	EP 财富顾问公司		13,716		2,008
2025-08-22	NP	CVMC - Calvert 美国中盘核心责任指数 ETF		835	3.73	122	2.52
2025-07-23	NP	CFMCX - 中型股基金		25,462	25.54	3,678	33.95
2025-08-14	13F	哈丁洛夫纳有限公司		1,782,816	42.50	261,000	40.52
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		8,531,608	23.98	1,249	22.33
2025-07-24	NP	EUSA - iShares MSCI 美国等权重 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		20,326	20.15	2,936	28.21
2025-08-07	13F	康纳克拉克伦投资管理有限公司		17,991	33.38	2,634	31.52
2025-07-31	13F	地面膨胀资本有限责任公司		1,404		206
2025-08-12	13F	LPL 金融有限责任公司		44,210	12.13	6,472	10.58
2025-08-11	13F	美国信安证券公司		2,216	160.71	324	191.89
2025-08-08	13F	新泽西州警察和消防员退休系统		17,723	4.56	2,595	3.10
2025-08-14	13F	美世全球顾问公司 /adv		9,074	17.10	1,328	15.48
2025-08-13	13F	基尔特集团有限公司		9		1
2025-08-14	13F	维登咨询有限责任公司		33,054	14.39	4,839	12.82
2025-06-26	NP	DFUS - 维度美国股票 ETF		29,793	11.92	4,120	21.97
2025-08-27	NP	VMGIX - 先锋中型成长指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		948,768	4.68	138,900	3.22
2025-08-14	13F	安盛公司		15,573	0.63	2,280	-0.78
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		2,358	32.62	326	44.89
2025-08-13	13F	第1832章		12,561		1,839
2025-08-13	13F	新斯科舍银行		4,410	7.19	646	5.74
2025-08-08	13F	Avantax 咨询服务公司		1,881	24.65	275	22.77
2025-08-11	13F	先锋集团公司		11,858,095	0.77	1,736,025	-0.63
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		385,135	5.19	53,264	14.64
2025-07-17	13F	风险投资远见伙伴有限责任公司		3,100	10.71	454	9.16
2025-08-27	NP	ARTYX - Artisan 发展中国家基金投资者股份		685,747	141.32	100,393	137.98
2025-07-28	NP	NBCR - Neuberger Berman 核心股票 ETF		2,575	1.66	372	8.48
2025-07-29	13F	私人信托公司		8,388	0.77	1,228	-0.57
2025-06-27	NP	SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级		1,234		171
2025-08-12	13F	博雷尔资本管理有限公司		110		16
2025-08-27	NP	安联可变保险产品信托 - AZL DFA 美国核心股票基金		1,632	23.73	239	22.05
2025-08-26	NP	富兰克林邓普顿可变保险产品信托 - 富兰克林灵活上限增长 VIP 基金 2 级		14,008	12.01	2,051	10.45
2025-08-12	13F	银色信托公司		1,540		225
2025-08-28	NP	RAYD - 瑞联量化发达市场股票ETF		1,813		265
2025-08-13	13F	华尔街眼资本有限责任公司	Put	5,300	120.83	776	117.70
2025-07-30	13F	Deka银行德意志Girozentrale		18,226	0.14	3	0.00
2025-08-13	13F	华尔街眼资本有限责任公司		2,009		294
2025-07-29	NP	GQETX - 转基因生物质量基金三级		372,155		53,758
2025-08-04	13F	阿特里亚投资有限公司		10,488	55.59	1,535	53.50
2025-07-25	NP	USAWX - 世界增长基金股票		13,316	34.30	1,923	43.29
2025-08-13	13F	华尔街眼资本有限责任公司	Call	9,400	224.14	1,376	220.00
2025-07-25	NP	AGTHX - 美国 A 类成长基金		1,955,240	90.81	282,434	103.61
2025-08-13	13F	琼斯金融公司有限责任公司		560	72.84	81	72.34
2025-08-27	NP	THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类		7,965	48.13	1,166	46.12
2025-06-24	NP	GAOAX - 摩根大通全球配置基金A级		6,910		956
2025-08-13	13F	韦斯特家族投资公司		1,753		257
2025-08-14	13F	Citadel 顾问有限公司		230,797	951.23	33,789	936.76
2025-08-26	NP	PRMTX - T. Rowe Price 通信与技术基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		873,700	23.98	127,910	22.26
2025-08-13	13F	奥西亚姆		7,794	4.06	1,141	2.70
2025-08-06	13F	NVWM有限公司		2,444		358
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		28,694		3,968
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		66,540	0.15	9,612	6.86
2025-06-26	NP	ACWI - iShares MSCI ACWI 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		30,688	8.41	4,244	18.15
2025-08-13	13F	胜利资本管理公司		629,203	56.18	92,115	54.01
2025-06-27	NP	VEGN - 美国纯素气候 ETF		559	4.49	77	14.93
2025-06-26	NP	Thrivent 核心基金 - Thrivent 核心低波动性股票基金		493		68
2025-07-16	13F	奥格合作伙伴有限责任公司		65	441.67	9	700.00
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		3,662	18.55	506	29.41
2025-08-13	13F	麦肯齐金融公司		7,317	5.55	1,071	4.08
2025-06-23	NP	USMV - iShares Edge MSCI Min Vol USA 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		342,445	1.41	47,360	10.53
2025-08-18	13F/A	加拿大国家银行/fi/		812	36.01	119	34.09
2025-08-22	NP	FMDE - 富达增强型中盘 ETF		125,324	23.38	18,347	21.67
2025-08-27	NP	TGVFX - 成长机会基金 A 类		3,802		557
2025-08-01	13F	CCLA投资管理有限公司		1,112,095	6.59	163	5.19
2025-08-22	NP	CVLC - Calvert 美国大盘核心责任指数 ETF		1,377	7.41	202	5.79
2025-08-26	NP	GFSYX - 机构战略另类基金				60	-1.67
2025-08-14	13F	凯普斯通投资顾问有限公司		2,985		437
2025-06-26	NP	ETLGX - E*TRADE 免费大盘指数基金		21		3
2025-08-18	13F/A	野村控股公司		2,222	35.49	325	33.74
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		44,121		6,459
2025-06-26	NP	THMAX - Thrivent适度配置基金A类		27,652	27.52	3,824	39.00
2025-08-14	13F	峰会步道顾问有限公司		8,773		1,284
2025-08-22	NP	MIMPX - 全球策略师投资组合 I 级		61	3.39	9	0.00
2025-08-26	NP	IPLIX - Voya Index Plus 大盘投资组合 I 类		25,184	5.50	3,687	4.01
2025-08-28	NP	TPLC - Timothy Plan 美国大盘核心 ETF		10,046	8.23	1,471	6.68
2025-08-13	13F	耶鲁山投资顾问有限公司		50		7
2025-08-22	NP	MBAAX - 全球策略师投资组合 A 类股		420	7.42	61	5.17
2025-08-13	13F	第一信托顾问有限公司		301,475	4.44	44,136	2.99
2025-07-24	NP	PABU - iShares 巴黎气候 MSCI 美国 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,976	9.96	574	17.38
2025-08-14	13F	乔治·凯撒家庭基金会		21,848	16.27	3,199	14.66
2025-08-11	13F	新边缘财富有限责任公司		12,513	518.84	1,731	476.67
2025-06-23	NP	规模 - iShares Edge MSCI 美国规模因子 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		4,735	7.91	655	17.63
2025-08-14	13F	大和证券集团公司		9,467	1.07	1	0.00
2025-08-12	13F	维度基金顾问有限公司		362,099	3.65	53,005	2.22
2025-08-11	13F	私人顾问集团有限责任公司		2,288	1.15	335	-0.30
2025-05-15	13F	Square Wave Partners, LP		106,274	7.23	15,777	21.60
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		23,842	2.59	3,297	11.80
2025-07-25	13F	海明顿财富管理		91	31.88	0
2025-07-24	NP	FSMAX - 富达扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		634,384	0.30	91,637	7.03
2025-08-20	NP	QMNIX - AQR 股票市场中性基金 I 类		11,909	-159.93	1,743	-159.08
2025-07-23	13F	Klp资本管理公司		42,600	0.47	6,237	-0.92
2025-08-28	NP	ITOT - iShares Core S&P Total 美国股票市场 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		136,549	2.50	19,991	1.08
2025-08-28	NP	NZAC - SPDR MSCI ACWI 低碳目标 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		198	2.59	29	0.00
2025-07-16	NP	CGGO - Capital Group 全球成长股票 ETF 股份类别		338,439	8.79	48,888	16.08
2025-08-14	13F	骏利亨德森集团有限公司		15,938	5.93	2,333	5.66
2025-07-23	13F	海城控股私人有限公司有限公司		65,800		9,633
2025-08-05	13F	亨廷顿国家银行		157	25.60	23	22.22
2025-07-28	13F	双树管理有限公司	Call	21,100		3,089
2025-07-29	13F	诺瓦资本管理有限公司		1,900		278
2025-06-26	NP	MSTVX - 晨星另类基金		9		1
2025-08-14	13F	HRT金融有限责任公司		14,634		2
2025-03-31	NP	FZIPX - 富达零扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		33,964	3.06	4,310	2.99
2025-05-30	NP	SVOAX - Simt US 管理波动性基金 F 级		2,568	205.35	381	246.36
2025-08-19	13F	怀俄明州		1,668	220.15	244	216.88
2025-07-11	13F	IFM 投资者有限公司		22,172	1.94	3,246	0.53
2025-08-08	13F	安大略省教师养老金计划委员会		2,136		313
2025-08-08	13F	乌龟投资管理有限公司		5		1
2025-08-11	13F	布朗兄弟哈里曼公司		346	195.73	51	194.12
2025-08-14	13F	嘉实投资服务有限公司		10,007		1,465
2025-08-14	13F	联伯恩斯坦有限责任公司		50,086	5.53	7,333	4.07
2025-08-04	13F	费希尔基金管理有限公司		175,357		25,672
2025-08-26	NP	JOGEX - JOHCM 全球精选基金顾问股票		1,407		206
2025-08-20	NP	QCFIX - AQR CVX 融合基金 I 类		41		6
2025-06-27	NP	SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级		68,655	16.95	9,495	27.45
2025-07-11	13F/A	Umb Bank 北美/月		23,833	1,191,550.00	3,489
2025-08-13	13F	德克萨斯州雇员退休制度		914		0
2025-07-14	13F	美国资本财富顾问有限公司		1,405	0.36	206	-0.97
2025-08-11	13F	道明沃特豪斯加拿大公司		8,057	48.79	1,109	38.63
2025-08-25	NP	MFS 可变保险信托 - MFS 中型成长系列初始类别		23,076	12.10	3,378	10.54
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		34		5
2025-08-14	13F	Bamco Inc /纽约/		393,877	0.68	57,664	-0.72
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		474	7.73	68	15.25
2025-07-22	13F	PUREfi 财富有限责任公司		2,054	15.59	301	14.07
2025-08-06	NP	林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级		34,403	2.68	5,037	1.25
2025-07-14	13F	UMA 金融服务公司		3		0
2025-08-27	NP	安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级		2,385	32.50	349	30.71
2025-08-27	NP	VTSMX - 先锋总股票市场指数基金投资者份额 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,740,547	1.89	547,616	0.48
2025-08-08	13F	木星资产管理有限公司		104,839	39.40	15,348	37.47
2025-06-26	NP	FLAPX - 富达 Flex 中型股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,105	9.22	706	19.06
2025-06-24	NP	KLGAX - MainStay MacKay 成长基金 A 类		78,245	9.40	10,821	19.23
2025-08-05	13F	西格玛规划公司		5,806	129.49	850	126.67
2025-08-11	13F	花旗集团		93,853	0.30	13,740	-1.09
2025-07-25	NP	URTH - iShares MSCI 世界 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7,865	6.04	1,136	13.15
2025-07-28	NP	AVMC - Avantis 美国中型股票 ETF		2,282	7.49	330	14.63
2025-07-31	13F	财通国际资产管理有限公司		245		36
2025-08-14	13F/A	斯科波斯实验室有限公司		578	40.98	84	40.00
2025-07-11	13F	远远财务顾问有限责任公司		1,452	720.34	213	715.38
2025-08-28	NP	SSBIX - 道富平衡指数基金 K 类		714	5.15	105	4.00
2025-03-31	NP	JSFBX - 约翰汉考克海港多/空基金 A 类		31,219	138.28	3,962	138.18
2025-08-14	13F	美国银行 /de/	Call	25,000		3,660
2025-08-14	13F	美国银行 /de/		966,779	21.22	141,536	19.54
2025-08-28	NP	RGRYX - Victory RS成长基金Y类		26,430	21.35	3,869	19.67
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		1,928	3.05	282	1.81
2025-08-14	13F	方波资本有限责任公司		106,870	0.56	15,646	-0.84
2025-08-28	NP	IWR - iShares Russell 中型 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		405,528	3.33	59,369	1.89
2025-08-14	13F	瑞银集团	Call	66,200		9,692
2025-07-15	13F	俄亥俄州公共雇员退休制度		80,830	3.22	11,834	1.78
2025-08-08	13F	福斯塔·阿普丰登		22,300	6.70	3,265	5.22
2025-08-28	NP	BCDF - Horizon Kinetics 区块链开发 ETF		5,283	11.15	773	9.65
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		1,486	0.61	215	7.54
2025-07-28	13F	纽约州教师退休制度		1,971		0
2025-07-09	13F	万通信托公司 Fsb/adv		44	15.79	6	20.00
2025-06-24	NP	SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		37,638	0.15	5,205	9.14
2025-08-07	13F	资源投资顾问有限责任公司。		1,989		291
2025-08-14	13F	加州教师退休制度		188,339	5.04	27,573	3.59
2025-07-23	NP	NLCAX - Voya大盘成长基金A类		58,723	1.42	8,483	8.22
2025-08-13	13F	卡普拉管理有限公司		4,407		645
2025-08-06	13F	第一地平线顾问公司		300	6.01	44	2.38
2025-08-06	13F	爱格夫管理有限公司		129,576	42.88	18,970	40.90
2025-07-28	NP	AVSU - Avantis 责任美国股票 ETF		655	10.27	95	17.50
2025-06-26	NP	JHMM - 约翰汉考克多因素中型 ETF		30,881	6.30	4,271	15.84
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		57	1.79	8	0.00
2025-07-31	13F	白金汉战略合作伙伴		1,644		240
2025-08-20	NP	QHFRX - AQR MS Fusion HV 基金 R6 类		41		6
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		6		1
2025-08-14	13F	光圈投资者有限责任公司		37,742	70.38	5,525	68.04
2025-07-14	13F	托特金融咨询公司		5,315	76.29	778	74.05
2025-07-25	NP	OTCAX - MFS 中型成长基金 A		966,491	24.99	139,610	33.37
2025-07-29	NP	GAAVX - GMO 另类配置基金 VI 类		5,054	-376.02	730	-395.55
2025-08-13	13F	Westerkirk资本公司		2,200		322
2025-07-22	NP	GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF		612	7.37	88	14.29
2025-06-26	NP	AABFX - Thrivent 平衡收益加基金 A 类		3,617	30.91	500	42.86
2025-06-26	NP	TCAAX - Thrivent 适度保守配置基金 A 类		5,437	32.64	752	44.42
2025-06-26	NP	FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,056	26.96	423	38.36
2025-08-13	13F	正交资本有限公司		11,470	96.98	1,679	94.33
2025-08-14	13F	里格斯资产管理有限公司		36	414.29	5	400.00
2025-08-26	NP	AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类		259	0.78	38	-2.63
2025-08-07	13F	休斯金融服务有限责任公司		12	200.00	2
2025-08-13	13F	挪威银行		1,392,461		203,856
2025-08-26	NP	富兰克林邓普顿 ETF 信托 - 富兰克林聚焦增长 ETF		14,459	9.65	2,117	8.12
2025-08-14	13F	简街集团有限责任公司	Call	32,900	22.76	4,817	21.07
2025-08-01	13F	Fjarde Ap-fonden /第四瑞典国家养老基金		37,294	17.67	5	25.00
2025-08-13	13F	施罗德投资管理集团		127,346	4.06	18,643	2.62
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		29,913	5.61	4,137	15.08
2025-08-14	13F	简街集团有限责任公司	Put	21,300	217.91	3,118	213.68
2025-08-07	13F	英杰华公司		56,646	1,159.36	8,293	1,143.18
2025-08-14	13F	维维恩基金管理有限责任公司		5,270	11.75	772	10.14
2025-08-26	NP	IPMIX - Voya 指数 Plus 中型股投资组合 I 类		12,916	33.87	1,891	31.98
2025-08-27	NP	TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始		688	6.01	101	4.17
2025-07-22	NP	GUSA - 高盛 MarketBeta 美国 1000 股票 ETF		3,986	0.15	576	6.88
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级		766	61.95	112	60.00
2025-08-15	13F	大西人寿保险公司 /can/		42,387	7.22	6	20.00
2025-08-15	13F	Captrust 财务顾问		9,810	30.75	1,436	29.02
2025-08-26	NP	IWB - iShares Russell 1000 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		84,755	0.67	12,408	-0.73
2025-08-14	13F	第一资产管理有限公司		1,800		261
2025-07-28	13F	布里奇斯投资管理公司		10,060	15.39	1,473	13.76
2025-08-07	13F	洛杉矶资本管理有限公司		337,895	14.55	49,468	12.96
2025-08-14	13F	Aqr资本管理有限公司		356,055	271.72	52,126	269.56
2025-07-29	13F	北欧联合银行投资管理公司		1,477,454	34.16	212,059	30.45
2025-08-12	13F	催化剂基金管理有限公司		10,400		1,523
2025-07-28	NP	AVLC - Avantis 美国大盘股票 ETF		1,036	32.99	150	41.90
2025-07-25	NP	SCHG - 嘉信美国大盘成长 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		181,636	8.32	26,237	15.59
2025-06-26	NP	FEQHX - 富达对冲股票基金		1,933	121.17	267	142.73
2025-08-06	NP	林肯可变保险产品信托 - LVIP T. Rowe Price 结构性中型成长基金标准级		38,638	3.26	5,657	1.84
2025-06-25	NP	WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票		2,550	6.92	353	16.56
2025-07-28	NP	VCULX - 成长基金		674		97
2025-08-14	13F	西门子基金投资有限公司		2,128	14.47	312	13.09
2025-08-22	NP	FEAC - 富达增强型美国全市值股票 ETF		50	13.64	7	16.67
2025-08-27	13F	蒙罗合伙公司		55,235		8,086
2025-08-06	13F	萨凡特资本有限责任公司		4,834		708
2025-08-26	NP	PRDMX - T. Rowe Price 多元化中型成长基金公司 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		113,101	25.88	16,558	24.12
2025-08-12	13F	地平线动力学资产管理有限公司		5,283	11.15	773	9.65
2025-08-27	NP	RYFIX - 金融服务基金投资者类别		1,258	3.03	184	1.66
2025-08-14	13F	匡蒂诺资本管理有限公司		19,139	80.92	2,802	78.41
2025-06-26	NP	JHML - 约翰汉考克多因素大盘 ETF		2,621	5.30	362	14.92
2025-07-29	NP	VRVIX - Vanguard Russell 1000 价值指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		37,793	8.99	5,459	16.30
2025-08-01	13F	达美投资管理有限责任公司		3,594		526
2025-07-24	13F	IFP 顾问公司		1,522	67.25	223	64.44
2025-08-14	13F	威斯康星州投资委员会		67,626	3.15	9,900	1.72
2025-08-14	13F	CIBC 世界市场公司		2,960	15.58	433	13.95
2025-07-29	NP	SILVX - SGI 美国大盘股票基金 I 类		3,109		449
2025-06-24	NP	SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 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		13,615	5.03	1,883	14.41
2025-08-06	13F	联邦股权服务有限公司		4,565	33.56	1
2025-08-01	13F	Envestnet资产管理公司		86,374	4.94	12,645	3.49
2025-08-14	13F	墨菲与穆里克资本管理公司		5		1
2025-07-11	13F	阿塞纳贡资产管理公司		23,696		3,469
2025-06-25	NP	FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		51,191	40.67	7,080	53.32
2025-08-13	13F	宏伟峰全球顾问有限责任公司		32,457	2.34	4,752	0.91
2025-07-09	13F	生活方式资产管理公司		2,863	3.10	419	1.70
2025-04-29	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		4,885	34.80	661	34.62
2025-07-10	13F	财富增值咨询服务有限公司		5,336	94.60	742	82.06
2025-08-25	NP	MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类		6,364	4,511.59	932	6,550.00
2025-08-27	NP	AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 资本增值基金系列 II		21,832		3,196
2025-08-28	NP	CIPTX - CHAMPLAIN 战略重点基金机构股		730	5.04	107	2.91
2025-08-26	NP	EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类		7,020	30.34	1,028	28.54
2025-06-26	NP	DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 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		12,590	111.31	1,741	130.29
2025-05-05	13F	林布鲁克资本有限公司		400	63.27	59	84.38
2025-08-20	NP	AQMIX - AQR 管理期货策略基金 I 类	Short	-4,351	-16.42	-637	-17.62
2025-07-31	13F	MQS 管理有限责任公司		1,439		211
2025-08-11	13F	HighTower 顾问有限责任公司		8,150	12.48	1,193	10.98
2025-08-12	13F	路石控股有限责任公司		14,113	2.13	2,066	0.73
2025-08-05	13F	特雷杰·AP-丰登		18,745	9.39	2,744	7.86
2025-08-14	13F	舍恩菲尔德战略顾问有限责任公司		11,938	12.39	1,748	10.85
2025-07-10	13F	锰服务 Vermogensbeheer BV		22,300	9.31	3	0.00
2025-08-20	NP	QLFIX - AQR LSE 融合基金 I 类		25		4
2025-07-25	NP	SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,728	2.75	1,261	9.66
2025-08-14	13F	水产资本管理有限责任公司		17,913		2,622
2025-07-29	NP	SMXAX - SIIT 扩展市场指数基金 - A 类		19,000	9.83	2,745	17.21
2025-08-12	13F	保德信金融公司		8,633	42.15	1,264	40.18
2025-07-11	13F	多元化信托公司		4,629	1.16	678	-0.29
2025-08-14	13F	亨廷希尔全球资本有限责任公司		11,600	21.91	1,698	20.25
2025-08-07	13F	Illumine投资管理有限公司		17,075	0.49	2,500	-0.91
2025-08-14	13F	亨廷希尔全球资本有限责任公司	Put	2,000		293
2025-08-14	13F	Praesidium 投资管理有限公司		234,042	14.70	34,264	13.11
2025-08-26	NP	EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类		8,773	42.05	1,284	40.17
2025-08-26	NP	NXTI - 简化下一个无形核心指数 ETF		11		2
2025-08-11	13F	赖夫艾森银行国际股份公司		17,400	105.53	2,506	101.77
2025-08-29	NP	EPS - WisdomTree 美国大型基金不适用		1,189	1.28	174	0.00
2025-08-22	NP	FELV - 富达增强型大盘价值 ETF		12		2
2025-08-14	13F	本杰明·爱德华兹公司		1,501		220
2025-08-26	NP	JDVSX - 摩根大通多元化基金 I 类		954	3.02	140	1.46
2025-08-14	13F	法国巴黎银行套利公司		55,658	29.98	8,148	28.17
2025-08-15	13F	塔尔研究资本有限责任公司（TRC）		6,548	3.67	959	2.24
2025-08-14	13F	星云研究与开发有限责任公司		4,820		706
2025-08-08	13F	等投资顾问公司		10,778	2.73	1,578	1.28
2025-08-13	13F	卡米尼亚克妊娠		572,900	73.08	83,873	70.68
2025-07-25	NP	SCHM - 嘉信美国中型 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		307,815	2.58	44,464	9.46
2025-08-13	13F	资本国际投资者		560,028	0.77	81,988	-0.63
2025-07-24	NP	FDFF - 富达颠覆性金融 ETF		6,111	7.44	883	14.69
2025-08-18	13F	吉诺斯财富管理公司		302	8.63	44	7.32
2025-07-30	NP	QUSA - VistaShares Target 15 美国优质收入 ETF		652		94
2025-07-29	NP	VRNIX - Vanguard Russell 1000 指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		17,939	6.35	2,591	13.49
2025-08-08	13F	拉森金融集团有限责任公司		188	106.59	28	107.69
2025-08-27	NP	VEXMX - 先锋扩展市场指数基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,798,547	0.55	263,307	-0.85
2025-08-26	NP	TRULX - T. Rowe Price 美国大盘核心基金公司 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		873,073		127,818
2025-08-12	13F	全球退休合作伙伴有限责任公司		40	73.91	6	66.67
2025-08-08	13F/A	斯特林资本管理有限公司		7,124	75.55	1,043	73.09
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		53,089	1.11	7,342	10.21
2025-07-31	13F	布莱顿琼斯有限公司		1,571		230
2025-07-18	13F	九十一英国有限公司		1,229,500	630.66	179,999	620.54
2025-07-10	13F	阿迪克斯财富管理有限公司		3		0
2025-08-20	NP	QRPNX - AQR 另类风险溢价基金 N 级		0	-100.00	0	-100.00
2025-06-30	NP	DADGX - Dunham 小盘成长基金 A 类		9,183	27.19	1,270	38.65
2025-06-26	NP	FSMD - 富达中小因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		40,527	101.89	5,605	120.02
2025-08-08	13F	英泰投资管理有限公司		43,619	93.56	6,386	90.88
2025-08-27	NP	SUNAMERICA SERIES TRUST - SA 惠灵顿资本增值投资组合 3 级		295,823	6.18	43,308	4.70
2025-06-27	NP	YOKE——Yoke核心ETF		422		58
2025-07-31	13F	惠普伍德顾问有限公司		3		0
2025-08-26	NP	SPFFX-Sphere 500 气候基金		96	21.52	14	27.27
2025-08-26	NP	TGRT - T. Rowe 价格增长 ETF		36,908	3.00	5,403	1.58
2025-08-14	13F	加拿大养老金计划投资委员会		164,506	23.27	24,084	21.56
2025-06-26	NP	TIEIX - TIAA-CREF 机构类别股票指数基金		103,978	7.79	14,380	17.47
2025-08-13	13F	诚信合作伙伴有限责任公司		8,006	5.86	1,172	4.46
2025-07-24	NP	FSKGX - 富达增长策略 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		27,700	9.92	4,001	17.30
2025-08-14	13F	农林中金银行		89,082		13,042
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		2,261	2.82	313	11.83
2025-08-15	13F	摩根士丹利		2,004,665	3.80	293,483	2.36
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		215,170	0.47	31,081	7.21
2025-08-12	13F	万国数据财富管理		59,573	35.49	8,721	33.61
2025-07-28	13F	威尔逊资产管理（国际）有限公司		143,579	7.93	21,020	6.43
2025-06-26	NP	OWTEX - 老韦斯特伯里全股票基金		14,231		1,968
2025-08-12	13F	坚果壳资产管理有限公司		23,655	39.15	3,463	37.26
2025-06-27	NP	PDP - Invesco DWA 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		49,107		6,791
2025-07-10	13F	纳富尔顿银行		1,895	9.98	277	8.63
2025-08-14	13F	制造商人寿保险公司		222,825	10.80	32,622	9.26
2025-07-21	13F	美洲咨询服务有限责任公司		775		113
2025-08-13	13F	EverSource 财富顾问有限责任公司		1,100	226.41	161	222.00
2025-08-15	13F	Binnacle投资公司		16	23.08	2	100.00
2025-08-08	13F	国民年金服务		1,885	340.42	276	336.51
2025-08-27	NP	VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		2,909		426
2025-08-12	13F	APG 资产管理公司		65,600	3.63	8,181	-5.95
2025-07-21	13F	克伦威尔控股有限公司		15	150.00	2
2025-08-22	NP	CLCEX - 多经理大盘成长策略基金机构类		24,983		3,658
2025-08-27	NP	HCIGX - 机构成长股票投资组合 HC 战略股票		6,355	19.70	930	18.02
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		506	10.00	70	18.97
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		19,267	16.40	2,665	26.86
2025-08-14	13F	哥谭资产管理有限公司		133,717	31.37	19,576	29.55
2025-07-18	13F	邮政银行资产管理公司		29,129		4,264
2025-08-08	13F	Geode资本管理有限公司		2,070,924	0.17	302,239	-1.31
2025-08-26	NP	IWD - iShares Russell 1000 价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		237,488	35.97	34,768	34.09
2025-06-24	NP	JMOM - 摩根大通美国动量因子 ETF		15,920	1.80	2,202	10.94
2025-08-05	13F	Simplex 贸易有限公司	Put	13,200	71.43	2	0.00
2025-04-25	NP	USCA - Xtrackers MSCI 美国气候行动股票 ETF		8,750	0.26	1,184	0.17
2025-07-29	NP	EBI-长景优势ETF		378	1,889.47	55	2,600.00
2025-08-19	13F	西姆有限责任公司		14,829		2,171
2025-08-13	13F	Skandinaviska Enskilda Banken AB（出版）		27,687	16.40	4,053	14.72
2025-08-04	13F	奎克财富管理有限责任公司		4		1
2025-08-27	NP	HCSRX - 天主教 SRI 增长投资组合 HC 战略股票		115	38.55	17	33.33
2025-08-07	13F	苏黎世州银行 (Zurcher Kantonalbank)		134,226	183.21	19,651	179.28
2025-07-24	NP	USCL - iShares 气候意识与转型 MSCI 美国 ETF		7,910	7.33	1,143	14.54
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		116,178	2.18	16,782	9.02
2025-07-30	13F	Eqis资本管理公司		4,153	6.84	608	5.20
2025-08-26	NP	IWS - iShares Russell 中盘价值 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		156,507	41.69	22,913	39.72
2025-08-14	13F	量化资本有限公司		1,813		265
2025-07-22	13F	高地资本管理有限公司		8,484		1,242
2025-05-27	NP	可变保险产品基金 II - 扩展市场指数投资组合初始类别		5,722	9.39	849	24.12
2025-08-29	NP	JAFNX - 金融行业信托资产净值		19,580	6.60	2,867	5.14
2025-07-11	13F	永久有限公司		394,969		57,823
2025-07-18	13F	信托金融公司		3,673	4.26	538	2.68
2025-06-26	NP	贝莱德基金 - iShares Total 美国股市指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		7,952	3.29	1,100	12.49
2025-07-28	13F	忠利资产管理有限公司		13,660		2,000
2025-08-26	NP	JGRO - 摩根大通主动增长 ETF		101,682	45.17	14,886	43.16
2025-08-14	13F	弗里斯通格罗夫合伙公司		6,721		984
2025-07-18	13F	九十一 SA (PTY) 有限公司		26,811		3,922
2025-08-14	13F	黑暗森林资本管理有限公司		10,135	56.69	1,484	54.48
2025-08-27	NP	PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF		281		41
2025-07-30	NP	APUE - ActivePassive 美国股票 ETF		10,277	36.14	1,485	45.35
2025-08-26	NP	QLTY - GMO 美国质量 ETF		80,200		11,741
2025-06-30	NP	AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer Discovery 中型成长基金 R6 级		857,181	11.95	118,548	22.00
2025-08-20	NP	QLEIX - AQR 多空股票基金 I 类		19,861	-491.43	2,908	-486.06
2025-08-12	13F	磁星金融有限责任公司		1,853		271
2025-08-26	NP	IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级		9,523	2.36	1,394	0.94
2025-07-29	13F	价值观第一顾问公司		2,872	1.09	420	-0.24
2025-05-27	NP	Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票		443		66
2025-08-21	NP	MXMGX - Great-West T. Rowe Price 中型成长基金投资者类别		84,000	3.70	12,298	2.26
2025-08-28	NP	DTLVX - 大型公司价值投资组合投资类别		190		28
2025-08-12	13F	普利股权公司	Put	0		0
2025-06-26	NP	DFAU - 维度美国核心股票市场 ETF		17,422	25.35	2,409	36.64
2025-08-12	13F	普利股权公司	Call	0		0
2025-08-12	13F	普利股权公司		0		0
2025-06-26	NP	DFSU - 维度美国可持续发展核心 1 ETF		2,486	184.44	344	211.82
2025-08-13	13F	跳跃金融有限责任公司		2,409		353
2025-08-29	NP	DLN - WisdomTree 美国大型股红利基金不适用		5,392	2.67	789	1.28
2025-08-18	NP	PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类		3,786	32.05	554	30.35
2025-08-12	13F	SRS 资本顾问公司		130	109.68	22	133.33
2025-08-22	NP	可变保险产品基金 II - 反向基金投资组合初始类别		438,300	2.45	64,167	1.03
2025-06-30	NP	AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer Global Opportunities Fund R5 级		199,937		27,651
2025-07-23	13F	罗伯茨财富顾问有限责任公司		15,023	0.88	2,199	-0.50
2025-08-19	NP	GARTX - 高盛绝对回报跟踪基金 A 类		17,175	500.94	2,514	492.92
2025-07-22	13F	梅里特金融集团有限责任公司		1,906		279
2025-08-27	NP	AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI Discovery Mid Cap Growth Fund Series II		127,047	6.97	18,600	5.48
2025-08-07	13F	阿卡迪亚资产管理有限公司		1,597		0
2025-06-26	NP	IMCG - iShares Morningstar 中型成长 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		52,636	1.22	7,280	10.30
2025-08-14	13F	2Xideas AG		57,878	6.33	8,473	4.85
2025-08-13	13F	威廉姆森遗产集团有限责任公司		6,827		999
2025-08-12	13F	Ci投资公司		24,145	1,388.59	4
2025-07-31	13F	三井住友信托控股公司		236,661	1.94	34,647	0.53
2025-08-12	13F	少尉峰顾问公司		67,793	2.61	9,925	1.18
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		167,309	8.50	24,168	15.78
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		15,334	15.11	2,215	22.80
2025-08-06	13F	真实财富设计有限责任公司		10	150.00	1
2025-07-28	NP	MSLC - 摩根士丹利 Pathway 大盘股 ETF		4,109	8.56	594	15.82
2025-07-22	NP	GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF		60,019	2.21	8,670	9.07
2025-09-04	13F/A	顾问集团控股公司		6,326	865.80	936	864.95
2025-07-25	13F	橡树岭投资有限公司		1,418		208
2025-07-22	NP	GINN - 高盛创新股票 ETF		3,258	11.58	471	18.99
2025-08-13	13F	阿蒂卡资本管理有限责任公司		50,000	34.21	7,320	32.34
2025-08-13	13F	亚利桑那州退休系统		34,005	1.29	4,978	-0.10
2025-07-14	13F	伽玛投资有限责任公司		873	7.12	128	5.83
2025-08-07	13F	商业银行		51,207	0.15	7,497	-1.24
2025-08-20	NP	QMHIX - AQR 管理期货策略 HV 基金 I 类		4,303		630
2025-08-14	13F	投资者投资基金公司股份公司		19,340	203.85	2,831	199.89
2025-07-29	NP	VRGWX - Vanguard Russell 1000 增长指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		56,676	5.88	8,187	12.97
2025-08-20	NP	QSPIX - AQR 风格溢价另类基金 I 类	Short	-6,650	-28.78	-974	-29.80
2025-06-26	NP	FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		54,391	8.28	7,522	18.01
2025-07-24	13F	布莱尔·威廉公司		136,537	8.15	19,989	6.65
2025-08-14	13F	长荣资本管理有限公司		3,785	134.80	554	131.80
2025-07-14	13F	公园大道证券有限公司		5,740	22.78	1
2025-05-15	13F	乐天投资管理公司		3,207		471
2025-08-14	13F	格柏川崎财富与投资管理		3,492		511
2025-08-14	13F	CoreCap 顾问有限责任公司		187	9,250.00	27
2025-08-27	NP	TIFF 投资计划 - TIFF 多元资产基金		102		15
2025-07-16	NP	CGMM - 资本集团美国中小型股ETF份额类别		11,944	262.60	1,725	287.64
2025-07-09	13F	帕拉斯资本顾问有限责任公司		2,734		400
2025-08-07	13F	奥尔沃斯金融有限公司		15,553	4,730.12	2,277	5,193.02
2025-08-13	13F	古根海姆资本有限公司		7,036	18.03	1,030	16.52
2025-07-22	13F	简单财富有限责任公司		3,388		496
2025-07-29	NP	PTL-Inspire 500 ETF		4,928	15.52	712	23.22
2025-07-24	NP	DESRX - DWS ESG 核心股票基金 R 类		16,849	4.89	2,434	11.91
2025-07-15	13F	第五第三银行		4		1
2025-07-15	13F	毅力家族办公室有限责任公司		28	47.37	4	100.00
2025-04-28	NP	BFOR - 巴伦 400 ETF		3,046	1.20	412	1.23
2025-08-14	13F	原子金融集团有限公司		2,219	8.93	325	7.28
2025-08-14	13F	北卡罗来纳州财政部长		54,460	2.54	8	0.00
2025-08-14	13F	水手有限责任公司		11,360	42.36	1,663	40.46
2025-08-14	13F	威廉姆斯琼斯财富管理有限责任公司。		9,782	68.16	1,432	65.93
2025-07-25	13F	CWM有限公司		5,421	145.74	1
2025-08-27	NP	高级系列信托 - Ast Prudential Growth Allocation Portfolio		2,063	21.14	302	19.84
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		29,446	0.48	4,253	7.21
2025-05-22	NP	DVOL - First Trust Dorsey Wright 动量和低波动性 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		8,457	88.56	1,256	113.80
2025-08-14	13F	间隔合伙人有限合伙人	Call	32,300	142.86	4,729	139.51
2025-07-22	13F	LGT集团基金会		7,833		1,147
2025-07-16	13F	达科他财富管理		6,708	5.89	982	4.47
2025-08-13	13F	宽博科技有限公司		2,753		403
2025-08-14	13F	高盛集团公司		158,130	21.89	23,150	20.20
2025-08-26	NP	FTKI - First Trust Small Cap BuyWrite Income ETF		18		3
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		60,624	4.70	8,384	14.11
2025-08-22	NP	FVHKV - 对冲股票投资组合服务类别		30	66.67	4	100.00
2025-08-11	13F	Wbi 投资公司		7,389		1,082
2025-08-26	NP	TMSL - T. Rowe 价格中小型股 ETF		11,350	18.03	1,662	16.40
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		230,129	47.60	31,827	60.86
2025-08-12	13F	坎伯兰合伙人有限公司		23,781	44.13	3,482	42.14
2025-08-27	NP	RMEAX - Aspiriant 风险管理股票分配基金顾问股票		10,255	23.66	1,501	21.93
2025-08-28	NP	WBIL - WBI BullBear Quality 3000 ETF		4,431		649
2025-07-29	NP	JSTC - Adasina 社会正义全盘全球 ETF		6,672	16.81	964	24.58
2025-08-05	13F	蒙塔纳罗资产管理有限公司		52,500	11.70	7,686	10.16
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		7,915	4.88	1,159	3.39
2025-08-11	13F	交响金融有限公司		10,120		1,481
2025-08-14	13F	多伦多道明银行		24,314	20.40	3,561	18.75
2025-08-14	13F	瑞银资产管理美洲公司		737,366	18.06	107,950	16.42
2025-08-22	NP	哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级		50,811		7,439
2025-08-14	13F	阿雷特财富顾问有限责任公司		2,245		0
2025-08-18	13F/A	哈德逊湾资本管理有限公司		4,880		714
2025-06-24	NP	SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		5,448	5.17	753	14.61
2025-08-14	13F	Ieq资本有限公司		14,662		2,146
2025-07-22	NP	JUST - 高盛 JUST 美国大盘股票 ETF		1,412	1.51	204	7.98
2025-07-28	NP	VCBCX - 蓝筹成长基金		16,800	8.27	2,427	15.52
2025-08-28	NP	DTLGX - 大型公司成长投资组合投资类别		3,254	133.43	476	131.07
2025-08-27	NP	VHCOX - Vanguard Capital Opportunity 基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		661,800	0.46	96,888	-0.94
2025-08-08	13F	创意策划		9,791	50.05	1,433	48.04
2025-07-25	13F	斯蒂芬斯咨询有限公司		5		1

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