机构和基金投资人持股 - 买家
在优比快公司中开设新头寸的主要持有者包括 长行管理有限责任公司, TRPWX - TIAA-CREF 机构级中型成长基金, GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF, 金斯维尤财富管理有限公司, GSEW - 高盛等权重美国大盘股 ETF, MVFD - 君主成交量因子股息树指数 ETF, Daymark 财富合作伙伴有限公司, 私人咨询集团有限责任公司, 融合金融有限公司, CZMVX - 多经理价值策略基金机构类, 德克萨斯州雇员退休制度, 交响金融有限公司, 催化剂基金管理有限公司, 巴伦财富管理有限公司, RHS 金融有限责任公司, Readystate资产管理有限公司, SEIQ - SEI 增强型美国大盘质量因子 ETF, KVLE - KFA Value Line(R) 动态核心股票指数 ETF, 金瑞基金顾问有限责任公司, 和 阿特里亚财富解决方案公司 .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 1,025 | 2.50 | 422 | 35.81 | ||||
2025-07-25 | 13F | CWM有限公司 | 2,699 | 6.55 | 1 | |||||
2025-07-29 | NP | LONAX - Longboard 另类增长基金 A 类 | 374 | 148 | ||||||
2025-08-12 | 13F | 北极星资产管理公司 | 500 | 206 | ||||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 17,402 | 75.21 | 7,164 | 132.56 | ||||
2025-08-22 | NP | FMDGX - 富达中型成长指数基金 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 | 4,032 | 210.87 | 1,660 | 312.69 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 2,260 | 9.02 | 1 | |||||
2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 27,636 | 151.67 | 11,376 | 234.10 | ||||
2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 1,237 | 9.66 | 489 | 26.75 | ||||
2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 728 | 300 | ||||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 2,643 | 1,088 | ||||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 15,018 | 6,182 | ||||||
2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 5 | 150.00 | 2 | |||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 70 | 45.83 | 29 | 100.00 | ||||
2025-08-28 | NP | STMSX - Simt 税务管理中小盘基金 F 级 | 597 | 246 | ||||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 23 | 0 | ||||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 12 | 140.00 | 5 | 300.00 | ||||
2025-08-12 | 13F | AIMZ 投资顾问有限公司 | 525 | 216 | ||||||
2025-08-14 | 13F | 长行管理有限责任公司 | 69,185 | 28,480 | ||||||
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 | 2,086 | 0.48 | 825 | 16.22 | ||||
2025-08-28 | NP | HSGFX - 赫斯曼战略增长基金 | 16,000 | 33.33 | 6,586 | 77.00 | ||||
2025-08-14 | 13F | 美国银行 /de/ | 16,220 | 5.64 | 6,677 | 40.22 | ||||
2025-08-07 | 13F | 艾伦投资管理有限公司 | 616 | 254 | ||||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 44 | 175.00 | 18 | 350.00 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 86 | 160.61 | 35 | 250.00 | ||||
2025-07-28 | NP | VCULX - 成长基金 | 37 | 15 | ||||||
2025-08-12 | 13F | 改变路径有限责任公司 | 1,085 | 37.52 | 447 | 82.79 | ||||
2025-08-14 | 13F | Point72香港有限公司 | 1,915 | 410.67 | 788 | 579.31 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 1,057 | 27.97 | 435 | 69.92 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 15 | 50.00 | 6 | 100.00 | ||||
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 | 2,056 | 504.71 | 813 | 600.00 | ||||
2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | Short | -168 | -69 | |||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 1,202 | 10.78 | 373 | 3.33 | ||||
2025-07-11 | 13F | TrimTabs 资产管理有限责任公司 | 33,302 | 0.56 | 13,709 | 33.48 | ||||
2025-08-14 | 13F | 都铎投资公司等 | 856 | 352 | ||||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 932 | 42.51 | 384 | 89.60 | ||||
2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 388 | 53.36 | 160 | 103.85 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 1,008 | 3.70 | 415 | 37.54 | ||||
2025-08-12 | 13F | Axq资本有限合伙人 | 1,928 | 98.35 | 794 | 163.46 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -53 | -22 | |||||
2025-08-15 | 13F | Captrust 财务顾问 | 952 | 16.81 | 392 | 55.16 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 789 | 325 | ||||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 374 | 73.95 | 116 | 61.97 | ||||
2025-08-12 | 13F | 德意志银行\ | 5,068 | 10.56 | 2,086 | 46.80 | ||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 3 | 1 | ||||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 574 | 889.66 | 236 | 1,288.24 | ||||
2025-07-10 | 13F | 韦蒙特私人资本 | 697 | 4.65 | 281 | 36.59 | ||||
2025-08-12 | 13F | 德国商业银行 | 1,300 | 1 | ||||||
2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 746 | 295 | ||||||
2025-08-14 | 13F | 北卡罗来纳州财政部长 | 20,234 | 142.82 | 8 | 300.00 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 2,092 | 22.84 | 861 | 63.69 | ||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 226,864 | 9.72 | 93,389 | 45.63 | ||||
2025-07-29 | NP | SXQG-6经络优质增长ETF | 58 | 23 | ||||||
2025-07-29 | NP | MVFD - 君主成交量因子股息树指数 ETF | 5,581 | 2,206 | ||||||
2025-08-13 | 13F | bLong Financial, LLC | 500 | 206 | ||||||
2025-08-12 | 13F | 美国世纪公司 | 8,456 | 54.56 | 3,481 | 105.19 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 217 | 13.61 | 87 | 47.46 | ||||
2025-07-17 | 13F | 罗利资本管理公司 | 451 | 24.93 | 186 | 66.67 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 5,371 | 34.58 | 2,211 | 78.66 | ||||
2025-08-04 | 13F | 资产标记公司 | 3,455 | 4.25 | 1,422 | 38.46 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 5 | 2 | ||||||
2025-05-27 | NP | SMMD - iShares Russell 2500 ETF | 933 | 1.97 | 289 | -4.62 | ||||
2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 344 | 2.99 | 142 | 36.89 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 47 | 56.67 | 19 | 80.00 | ||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 2 | 1 | ||||||
2025-07-22 | 13F | 铁马财富管理有限公司 | 132 | 54 | ||||||
2025-07-25 | 13F | 正义投资有限责任公司 | 1,317 | 72.83 | 543 | 129.66 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | 800 | 329 | ||||||
2025-08-01 | 13F | Envestnet资产管理公司 | 8,672 | 15.00 | 3,570 | 52.65 | ||||
2025-08-15 | 13F | 嘉实基金管理有限公司 | 4,178 | 7.93 | 1 | 0.00 | ||||
2025-08-14 | 13F | 水产资本管理有限责任公司 | 2,000 | 632.60 | 823 | 879.76 | ||||
2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 315 | 27.02 | 125 | 47.62 | ||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 632 | 260 | ||||||
2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 2,298 | 8.91 | 908 | 26.11 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 39,919 | 41.90 | 16,433 | 88.35 | ||||
2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 1,434 | 567 | ||||||
2025-08-04 | 13F | 联合银行 | 373 | 42.37 | 0 | |||||
2025-08-04 | 13F | 汉兹金融服务公司 | 4 | 100.00 | 0 | |||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 34 | 3.03 | 14 | 30.00 | ||||
2025-08-14 | 13F | Occudo 定量策略 Lp | 3,674 | 290.44 | 1,512 | 419.59 | ||||
2025-07-30 | 13F | 生命财富投资有限公司 | 540 | 222 | ||||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 27 | 42.11 | 8 | 33.33 | ||||
2025-07-24 | 13F | 纪念碑资本管理公司 | 8,387 | 578.01 | 3,453 | 801.31 | ||||
2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 2,971 | 105.18 | 970 | 65.92 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 9,711 | 78.61 | 3,998 | 137.07 | ||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 11,800 | 98.42 | 4,857 | 163.39 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 1,062 | 3.61 | 437 | 37.85 | ||||
2025-07-23 | 13F | 阿布舍尔财富管理有限公司 | 507 | 209 | ||||||
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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 120 | 49 | ||||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 111,216 | 24.03 | 45,782 | 64.63 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 370 | 8.50 | 152 | 44.76 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 1,382 | 204.41 | 569 | 305.71 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 563 | 232 | ||||||
2025-08-11 | 13F | 达美资产管理有限公司/TN | 913 | 0.11 | 376 | 33.33 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 7,603 | 57.58 | 3,130 | 109.16 | ||||
2025-07-17 | 13F | 绿叶信托 | 552 | 227 | ||||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 43,383 | 21.65 | 17,859 | 61.46 | ||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 165 | 200.00 | 68 | 294.12 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -3 | -1 | |||||
2025-08-08 | 13F | 哈特兰有限公司 | 63 | 142.31 | 26 | 212.50 | ||||
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 | 777 | 2.10 | 254 | -17.59 | ||||
2025-08-14 | 13F | 瑞银集团 | 66,426 | 131.43 | 27,344 | 207.20 | ||||
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 | 674 | 220 | ||||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 4,785 | 19.62 | 1,970 | 58.79 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -90 | -37 | |||||
2025-08-14 | 13F | 信托信托公司 | 500 | 206 | ||||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -1,404 | 104.07 | -578 | 170.89 | |||
2025-08-26 | NP | XOVR - ERShares Entrepreneur 30 ETF | 23,056 | 1.33 | 9,491 | 34.51 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 8,618 | 18.89 | 3,548 | 57.78 | ||||
2025-07-17 | 13F | 一财富顾问有限责任公司 | 531 | 219 | ||||||
2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 126,874 | 47.57 | 41,418 | 19.38 | ||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 484 | 18.34 | 191 | 324.44 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 21,515 | 212.35 | 9 | 300.00 | ||||
2025-07-30 | 13F | 财务视角公司 | 206 | 21.89 | 85 | 61.54 | ||||
2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 16 | 7 | ||||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 185 | 98.92 | 76 | 171.43 | ||||
2025-08-13 | 13F | 景顺有限公司 | 13,564 | 2.25 | 5,584 | 35.71 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 6 | 2 | ||||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 600 | 247 | ||||||
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 | 171 | 3.64 | 56 | -16.67 | ||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 15,924 | 135.70 | 6,555 | 212.89 | ||||
2025-08-07 | 13F | 米德资产管理公司 | 3,895 | 3.59 | 1,603 | 37.48 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 757 | 312 | ||||||
2025-08-12 | 13F | 顾问资产管理公司 | 46 | 70.37 | 19 | 125.00 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | 29,974 | 117.71 | 12,339 | 188.95 | ||||
2025-08-12 | 13F | MAI资本管理 | 30 | 650.00 | 12 | 1,100.00 | ||||
2025-07-15 | 13F | 准确财富管理有限责任公司 | 529 | 211 | ||||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 930 | 9.15 | 368 | 26.12 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 900 | 28.57 | 370 | 70.51 | ||||
2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 1,376 | 142.68 | 566 | 223.43 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 792 | 23.17 | 326 | 63.82 | ||||
2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 14,284 | 1.61 | 5,880 | 34.89 | ||||
2025-07-25 | NP | XPND - First Trust 扩展技术 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 | 179 | 71 | ||||||
2025-08-05 | 13F | 西区投资管理公司 | 51 | 21 | ||||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 39 | 16 | ||||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 469 | 185 | ||||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 5,184 | 6.38 | 2,134 | 41.23 | ||||
2025-06-25 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 223 | 45.75 | 73 | 18.03 | ||||
2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 885 | 6,707.69 | 364 | 9,000.00 | ||||
2025-08-05 | 13F | 赫斯曼战略顾问公司 | 16,800 | 33.33 | 6,916 | 76.99 | ||||
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 | 689 | 15.03 | 225 | -7.05 | ||||
2025-08-13 | 13F | 宽博科技有限公司 | 6,762 | 67.25 | 2,784 | 122.11 | ||||
2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 4,147 | 26.36 | 1,707 | 67.85 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 18,133 | 34.10 | 7,464 | 78.01 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 53,158 | 380.37 | 21,882 | 537.59 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 304 | 32.75 | 125 | 64.47 | ||||
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 | 23,098 | 0.61 | 9,130 | 16.39 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -82 | -34 | |||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 1,829 | 68.57 | 753 | 123.81 | ||||
2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 92 | 113.95 | 38 | 184.62 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 373 | 21.10 | 154 | 61.05 | ||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 31 | 416.67 | 13 | 1,100.00 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 528 | 217 | ||||||
2025-08-08 | 13F | Geode资本管理有限公司 | 70,152 | 4.61 | 28,886 | 38.84 | ||||
2025-03-31 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 17,312 | 1.64 | 6,986 | 54.39 | ||||
2025-08-01 | 13F | 贝西默集团公司 | 709 | 7,777.78 | 0 | |||||
2025-06-05 | NP | GTTMX - 定量美国总市场股票投资组合 | Short | -320 | -104 | |||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 809 | 333 | ||||||
2025-08-20 | NP | WALSX - Wasatch 多头/空头 Alpha 基金投资者类别股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Xponance公司 | 869 | 358 | ||||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 875 | 1.86 | 360 | 35.34 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | 1,262 | 213.15 | 520 | 315.20 | ||||
2025-08-14 | 13F | 峰会步道顾问有限公司 | 558 | 230 | ||||||
2025-08-20 | NP | QCELX - AQR 大盘多风格基金 I 类 | 24,857 | 31.69 | 10,232 | 74.82 | ||||
2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 824 | 143.07 | 339 | 222.86 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 1,066 | 53.82 | 439 | 104.67 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 137 | 56 | ||||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 196 | 33.33 | 64 | 6.78 | ||||
2025-07-18 | 13F | 信托金融公司 | 1,472 | 16.64 | 606 | 54.73 | ||||
2025-08-11 | 13F | 先锋集团公司 | 86,279 | 3.08 | 35,517 | 36.82 | ||||
2025-08-07 | 13F | 私人咨询集团有限责任公司 | 2,527 | 1,040 | ||||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 21,770 | 8,605 | ||||||
2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 786 | 324 | ||||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 45,607 | 1.32 | 18,774 | 34.48 | ||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 15,676 | 6,453 | ||||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 9 | 80.00 | 4 | 200.00 | ||||
2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 1,054 | 1.44 | 434 | 34.47 | ||||
2025-07-30 | NP | SMIZ - Zacks 中小型股 ETF | 1,264 | 4.72 | 500 | 21.12 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 569 | 234 | ||||||
2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 568 | 14.75 | 185 | -7.04 | ||||
2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 166 | 54 | ||||||
2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 250 | 150.00 | 103 | 209.09 | ||||
2025-07-29 | NP | PTL-Inspire 500 ETF | 1,356 | 18.32 | 536 | 37.08 | ||||
2025-07-09 | 13F | 巴伦财富管理有限公司 | 927 | 382 | ||||||
2025-08-08 | 13F | 维斯特科公司 | 6,460 | 184.58 | 3 | |||||
2025-08-12 | 13F | 韦莱投资顾问 | 4,945 | 90.05 | 2,036 | 152.48 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 1,429 | 13.23 | 622 | 59.08 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 3,511 | 422.47 | 1,445 | 594.71 | ||||
2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 4,876 | 127.74 | 1,592 | 84.36 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 3,033 | 0.53 | 1,249 | 33.48 | ||||
2025-08-07 | 13F | 塞拉海洋有限责任公司 | 24 | 10 | ||||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 6,842 | 2,705 | ||||||
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 | 2,203 | 8.20 | 719 | -12.42 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 1,617 | 208.59 | 1 | |||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 183 | 3.39 | 60 | -16.90 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 579 | 101.04 | 238 | 167.42 | ||||
2025-06-24 | NP | JPME - 摩根大通多元化回报美国中盘股票ETF | 4,452 | 4.98 | 1,453 | -15.08 | ||||
2025-07-21 | 13F/A | 算盘规划集团有限公司 | 515 | 212 | ||||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | 11,317 | 130.68 | 4,659 | 206.25 | ||||
2025-06-25 | NP | REVS - 哥伦比亚研究增强价值 ETF | 22 | 4.76 | 7 | -12.50 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 554 | 3.17 | 228 | 37.35 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 1 | 0 | ||||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 4,418 | 1,819 | ||||||
2025-07-30 | NP | GROZ-Zacks Focus Growth ETF | 613 | 58.40 | 242 | 83.33 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 3 | 1 | ||||||
2025-08-14 | 13F | 大使顾问有限责任公司 | 9,307 | 0.87 | 3,831 | 33.90 | ||||
2025-07-15 | 13F | 大街集团有限公司 | 100 | 41 | ||||||
2025-07-29 | 13F | 积极财富管理 | 3 | 1 | ||||||
2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 1,964 | 1 | ||||||
2025-08-13 | 13F | 北方信托公司 | 31,872 | 9.26 | 13,120 | 45.02 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 518 | 213 | ||||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 128 | 20.75 | 53 | 62.50 | ||||
2025-08-15 | 13F | 乐观退休集团有限责任公司 | 836 | 7.87 | 344 | 43.33 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 1,356 | 1 | ||||||
2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 728 | 300 | ||||||
2025-08-13 | 13F | 施罗德投资管理集团 | 5,595 | 175.62 | 2,303 | 266.14 | ||||
2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 685 | 26.15 | 271 | 45.95 | ||||
2025-08-18 | 13F | 资本影响顾问有限责任公司 | 23,056 | 1.61 | 9,491 | 34.87 | ||||
2025-08-14 | 13F | 山顶控股公司 | 1,002 | 41.33 | 412 | 88.13 | ||||
2025-08-13 | 13F | 挪威银行 | 2,850 | 1,173 | ||||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 103 | 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 | 128 | 30.61 | 42 | 5.13 | ||||
2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 70 | 268.42 | 28 | 350.00 | ||||
2025-08-29 | 13F | 全面投资管理公司 | 11 | 5 | ||||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 159 | 20.45 | 65 | 62.50 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 7,489 | 5.63 | 3 | 50.00 | ||||
2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,894 | 2.02 | 3,120 | 18.05 | ||||
2025-07-25 | 13F | RHS 金融有限责任公司 | 809 | 333 | ||||||
2025-08-12 | 13F | 催化剂基金管理有限公司 | 1,000 | 412 | ||||||
2025-08-06 | 13F | 福克斯运行管理有限公司 | 2,149 | 885 | ||||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 490 | 202 | ||||||
2025-08-08 | 13F | OmniStar 金融集团公司 | 1,018 | 7.50 | 419 | 43.00 | ||||
2025-06-25 | NP | TDVI - FT Vest Technology Dividend Target Income ETF | 953 | 17.08 | 311 | -5.18 | ||||
2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 479 | 156 | ||||||
2025-08-14 | 13F | 骑士桥资产管理有限公司 | 600 | 247 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 543 | 201.67 | 224 | 305.45 | ||||
2025-08-06 | 13F | 融合金融有限公司 | 2,281 | 939 | ||||||
2025-08-14 | 13F | 高盛集团公司 | 66,936 | 97.82 | 27,554 | 162.59 | ||||
2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 4,449 | 3.25 | 1,831 | 37.05 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 1,143 | 67.35 | 471 | 122.75 | ||||
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 | 6,184 | 8.43 | 2,444 | 25.46 | ||||
2025-08-15 | 13F | 摩根士丹利 | 107,863 | 55.90 | 44,403 | 106.93 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 1,521 | 7.64 | 626 | 42.92 | ||||
2025-08-22 | NP | PEPS——参数股票加ETF | 31 | 13 | ||||||
2025-08-14 | 13F | 双山资本有限责任公司 | 6,135 | 55.08 | 2,525 | 105.95 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 7,067 | 232.25 | 2,909 | 341.43 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 3 | 50.00 | 1 | |||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 3,395 | 1,398 | ||||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 1,307 | 1.95 | 538 | 35.52 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 94 | 1,075.00 | 39 | 1,800.00 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 563 | 232 | ||||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 490 | 202 | ||||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 5,392 | 8.56 | 2,220 | 44.09 | ||||
2025-08-28 | NP | HSAFX - 赫斯曼战略配置基金 | 800 | 33.33 | 329 | 76.88 | ||||
2025-06-26 | NP | TRPWX - TIAA-CREF 机构级中型成长基金 | 25,650 | 8,373 | ||||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 743 | 2.20 | 306 | 35.56 | ||||
2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 2,037 | 0.15 | 665 | -19.02 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 1 | 0 | ||||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 262 | 67.95 | 108 | 122.92 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 375 | 128.66 | 154 | 208.00 | ||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 38 | 18.75 | 16 | 66.67 | ||||
2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | M&T银行公司 | 1,204 | 2.56 | 495 | 36.36 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 589 | 242 | ||||||
2025-08-26 | NP | FLQM - 富兰克林 LibertyQ 美国中型股票 ETF | 1,232 | 528.57 | 507 | 789.47 | ||||
2025-08-11 | 13F | 交响金融有限公司 | 1,235 | 508 | ||||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 1,305 | 44.20 | 620 | 111.60 | ||||
2025-08-11 | 13F | 花旗集团 | 19,133 | 3,052.06 | 7,876 | 4,089.36 | ||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 8,256 | 3,399 | ||||||
2025-07-28 | NP | AVLV - Avantis 美国大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,619 | 59.28 | 1,826 | 84.34 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 7,549 | 310.27 | 3,108 | 445.09 | ||||
2025-05-27 | 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 | 258 | 3.61 | 80 | -2.44 | ||||
2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 154 | 9.22 | 63 | 46.51 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 1,408 | 20.75 | 580 | 60.39 | ||||
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 | 10,783 | 6.96 | 4,262 | 23.75 | ||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 1,225 | 504 | ||||||
2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 32,816 | 651.28 | 10,713 | 507.95 | ||||
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 | 11,184 | 3.02 | 4,421 | 19.17 | ||||
2025-08-12 | 13F | 恒线顾问公司 | 42,787 | 856.78 | 17,613 | 1,170.78 | ||||
2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 182 | 15.19 | 72 | 33.96 | ||||
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 | 1,724 | 67.38 | 681 | 94.02 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 108 | 20.00 | 44 | 57.14 |