机构和基金投资人持股 - 买家
在美国合众银行中开设新头寸的主要持有者包括 瑞穗市场开曼有限合伙人, Glenmede投资管理有限公司, PVFYX - 胜利先锋核心股票基金Y类, 中西部信托公司, PMACX - 胜利先锋多元资产收益基金C类, 哈德逊湾资本管理有限公司, SMRI - Bushido Capital 美国股票 ETF, Horizon Funds - Centre American Select Equity Fund 投资者类别, SGIDX - Steward Global 股票收益基金 A 类, DWLD - 戴维斯精选全球 ETF, 瑞穗证券美国有限公司, Abc 套利 Sa, 洛伊特霍尔德集团有限公司, PMAIX - 先锋多元资产收益基金：A 类, GQHPX - GQG 合作伙伴美国优质股息收益基金投资者股份, PCEQX - 胜利先锋股票收益基金C类, FELC - 富达增强型大盘核心 ETF, 斯莱格金融有限责任公司, 交响金融有限公司, 和 LCORX - Leuthold 核心投资基金零售类 .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | 授权基金有限责任公司 | 283,907 | 725.05 | 12,847 | 784.71 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 2,742 | 0.18 | 124 | 7.83 | ||||
| 2025-03-11 | 13F | Anchor Pointe 财富管理有限责任公司 | 6,309 | 304 | ||||||
| 2025-08-12 | 13F | 博克夫，那 | 205,952 | 6.25 | 9,319 | 13.88 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 24,861 | 44.11 | 1,125 | 54.40 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 56,097 | 15.43 | 2,445 | 7.28 | ||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,623,367 | 9.89 | 105,827 | -7.22 | ||||
| 2025-06-26 | NP | FCLKX - 富达大盘股票 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,917 | 1.13 | 360 | -14.73 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 13,767,323 | 26.57 | 622,971 | 35.65 | ||||
| 2025-06-24 | NP | MTRAX - MainStay Income Builder 基金 A 类 | 101,332 | 12.64 | 4,088 | -4.91 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 13,190 | 0.71 | 557 | -11.18 | ||||
| 2025-08-05 | 13F | 普安特资本管理有限公司 | 4,573 | 207 | ||||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 27,275 | 2.48 | 1,234 | 9.88 | ||||
| 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 | 291,714 | 1.98 | 13,200 | 9.31 | ||||
| 2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 43 | 22.86 | 2 | 0.00 | ||||
| 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 | 80 | 3 | ||||||
| 2025-08-28 | NP | CDL - VictoryShares 美国大盘高股息波动性 Wtd ETF | 69,445 | 1.58 | 3,142 | 8.87 | ||||
| 2025-07-29 | 13F | 波特兰金融顾问公司 | 4,491 | 203 | ||||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 23,679 | 1,071 | ||||||
| 2025-06-26 | NP | FAFDX - 富达顾问金融服务基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 270,400 | 2.04 | 10,908 | -13.85 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 256,715 | 10.89 | 11,616 | 18.86 | ||||
| 2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 163,352 | 15.25 | 7,392 | 23.51 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 96 | 4 | ||||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 77,635 | 6.41 | 3,384 | -1.08 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 1,411,243 | 16.56 | 63,859 | 24.93 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 27,650 | 14.55 | 1,251 | 22.77 | ||||
| 2025-06-26 | NP | FGILX - 富达全球股票收益基金 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 | 38,400 | 7.56 | 1,549 | -9.15 | ||||
| 2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 275 | 1.10 | 12 | 9.09 | ||||
| 2025-08-08 | 13F | 财富联盟 | 30,915 | 3.60 | 1,399 | 11.04 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 858,314 | 2.99 | 39 | 8.57 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 81,402 | 5.36 | 3,691 | 13.16 | ||||
| 2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 1,463,278 | 5.71 | 66,213 | 13.30 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 234,955 | 2.19 | 10,628 | 9.50 | ||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 42,657 | 1.11 | 1,952 | 8.27 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投资组合 S&P 500 价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,690,752 | 2.63 | 76,507 | 10.00 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 931,398 | 86.15 | 42,146 | 101.42 | ||||
| 2025-08-21 | NP | FVALX - Forester 价值基金 N 级 | 2,040 | 36.00 | 92 | 46.03 | ||||
| 2025-08-26 | NP | IXG - iShares 全球金融 ETF | 61,928 | 3.29 | 2,802 | 10.71 | ||||
| 2025-06-26 | NP | DUSA - 戴维斯精选美国股票 ETF | 1,012,196 | 44.77 | 40,832 | 22.23 | ||||
| 2025-08-20 | 13F | 君主资本管理公司/ | 133,802 | 2.78 | 6,097 | 9.64 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 198,811 | 1.06 | 8,996 | 8.32 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 16,054 | 10.31 | 726 | 18.24 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 8,438 | 1.21 | 403 | 0.25 | ||||
| 2025-08-08 | 13F | 戴维斯精选顾问 | 19,331,637 | 29.84 | 874,757 | 39.16 | ||||
| 2025-07-17 | 13F | RH 投资集团有限责任公司 | 82,524 | 1.94 | 3,734 | 9.28 | ||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 2,009 | 66.17 | 88 | 55.36 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 9,216 | 61.43 | 417 | 73.03 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 16,351 | 740 | ||||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 130 | 8.33 | 6 | 0.00 | ||||
| 2025-08-21 | NP | MOTE - VanEck Morningstar ESG 护城河 ETF | 4,222 | 107.06 | 191 | 122.09 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 412,695 | 4.60 | 18,881 | 12.01 | ||||
| 2025-08-13 | 13F | 鼎石金融集团 | 14,117 | 12.21 | 639 | 20.15 | ||||
| 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 | 97,633 | 14.50 | 3,939 | -3.34 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 411,407 | 4.50 | 19 | 12.50 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 242,203 | 703.99 | 10,960 | 762.23 | ||||
| 2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 39,258 | 0.38 | 1,776 | 7.57 | ||||
| 2025-07-30 | NP | DRIPX - MP63 基金 | 34,054 | 0.92 | 1,484 | -6.19 | ||||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 16,167 | 1.23 | 732 | 8.46 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 9,320 | 14.06 | 422 | 22.38 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 14,854,403 | 17.16 | 672,162 | 25.56 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 113,480 | 120.24 | 5,193 | 138.49 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 570,169 | 6.12 | 25,843 | 13.90 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 2,891 | 66.15 | 0 | |||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 42,262 | 1.46 | 1,912 | 8.76 | ||||
| 2025-07-17 | 13F | 凯恩投资集团有限公司 | 29,188 | 12.10 | 1 | 0.00 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 6,288 | 286 | ||||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 1,774 | 6.29 | 77 | -1.28 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 119,983 | 64.85 | 5,429 | 76.67 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 10,353 | 9.06 | 468 | 17.00 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 695 | 31 | ||||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 11,586 | 21.32 | 524 | 30.02 | ||||
| 2025-07-28 | NP | SPVU - Invesco S&P 500 增强价值 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 | 27,637 | 13.96 | 1,205 | 5.89 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 90,815 | 3.08 | 4,109 | 10.49 | ||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 237,790 | 0.76 | 10,365 | -6.34 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 188,626 | 17.94 | 8,535 | 26.41 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 77,619 | 2.32 | 3,551 | 9.57 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 294,561 | 3.31 | 13,329 | 10.73 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 8,611 | 1,204.70 | 347 | 1,019.35 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 632,818 | 109.24 | 28,635 | 124.27 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 12,237 | 23.10 | 554 | 31.98 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 82,780 | 66.69 | 3,746 | 78.67 | ||||
| 2025-08-13 | 13F | 全地形财务顾问有限责任公司 | 95,405 | 0.03 | 4,317 | 7.23 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 5,072,785 | 11.81 | 229,544 | 19.83 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 9,931,308 | 4.70 | 449,392 | 12.21 | ||||
| 2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 65,312 | 106.30 | 2,847 | 90.37 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 1,146,871 | 78.18 | 51,896 | 90.97 | ||||
| 2025-07-17 | 13F | 朱红财富管理有限公司 | 3,710 | 1.17 | 168 | 8.44 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 5,176 | 0.50 | 0 | |||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 31,880 | 0.63 | 1,443 | 7.85 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 101,900 | 51.62 | 4,611 | 50.02 | ||||
| 2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 826,351 | 0.76 | 36,021 | -6.35 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 11,250 | 55.88 | 509 | 67.43 | ||||
| 2025-08-14 | 13F | 清晰度资产管理公司 | 575 | 1.23 | 26 | 13.04 | ||||
| 2025-07-08 | 13F | 希科利角银行与信托公司 | 6,755 | 2.12 | 306 | 9.32 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 399,300 | 97.67 | 18,068 | 111.87 | |||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 34,317 | 1,553 | ||||||
| 2025-08-14 | 13F | Potomac 基金管理公司 /adv | 29,994 | 2.78 | 1,370 | 24.21 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 998,100 | 149.03 | 45,164 | 166.91 | |||
| 2025-07-30 | 13F | 优势信托公司 | 5,600 | 1,766.67 | 253 | 2,008.33 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 842 | 78.01 | 38 | 100.00 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 262,100 | 183.35 | 11,860 | 203.71 | |||
| 2025-08-04 | 13F | 三角帆信托基金 | 5,798 | 12.26 | 262 | 20.18 | ||||
| 2025-08-28 | NP | SYMIX - AlphaCentric 对称策略基金 I 类 | 2,289 | 104 | ||||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 9,409 | 4.60 | 410 | -2.61 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 24,911 | 16.67 | 1,005 | -1.57 | ||||
| 2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 14,844 | 23.47 | 672 | 32.35 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 5,540 | 19.40 | 241 | 11.06 | ||||
| 2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 4,811 | 2.58 | 220 | 10.00 | ||||
| 2025-07-14 | 13F | 战略规划集团有限责任公司 | 121,475 | 24.06 | 5,497 | 32.98 | ||||
| 2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,380 | 16.84 | 3,004 | 25.23 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 339,888 | 12.74 | 15,380 | 20.83 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 6,453 | 1.08 | 292 | 8.55 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 361,412 | 0.26 | 15,754 | -6.82 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 28,925 | 3.99 | 1,309 | 11.41 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 226,588 | 0.83 | 10,253 | 8.07 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 325,101 | 22.51 | 14,711 | 31.30 | ||||
| 2025-06-30 | NP | PBP - Invesco S&P 500 BuyWrite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,702 | 21.31 | 190 | 2.16 | ||||
| 2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 49,271 | 4.28 | 2,230 | 11.79 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 25,500 | 19.42 | 1,154 | 27.97 | ||||
| 2025-08-14 | 13F | ArrowMark 科罗拉多控股有限责任公司 | 105,510 | 13.20 | 4,774 | 21.32 | ||||
| 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 | 9,788 | 16.96 | 427 | 8.67 | ||||
| 2025-07-29 | 13F | 赫斯律师事务所 | 7,980 | 223.08 | 361 | 247.12 | ||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 25,787 | 1,167 | ||||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 49 | 145.00 | 2 | |||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 294,657 | 4.66 | 13,333 | 12.17 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 13,201 | 0.72 | 597 | 7.96 | ||||
| 2025-07-30 | NP | ROPE - 沿海指南针 100 ETF | 1,561 | 15.12 | 68 | 7.94 | ||||
| 2025-06-26 | NP | FNKLX - 富达系列价值发现基金 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 | 2,309,300 | 0.21 | 93,157 | -15.40 | ||||
| 2025-08-26 | NP | IMSCX - IMS 资本价值基金机构类别股票 | 57,900 | 60.83 | 2,620 | 72.42 | ||||
| 2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 5,615 | 14.41 | 254 | 22.71 | ||||
| 2025-08-12 | 13F | 卡姆登国家银行 | 108,144 | 0.04 | 4,894 | 7.23 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 14,684 | 26.62 | 664 | 35.79 | ||||
| 2025-07-10 | 13F | 家族遗产金融解决方案有限责任公司 | 61 | 3 | ||||||
| 2025-08-12 | 13F | MAI资本管理 | 76,749 | 3.33 | 3,473 | 10.75 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 298,924 | 0.22 | 13,526 | 7.42 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 5,517 | 250 | ||||||
| 2025-05-07 | 13F | 霍兰资本顾问有限公司。 | 29,865 | 1.48 | 1,261 | -10.45 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 2,406,013 | 0.47 | 108,872 | 7.68 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 8,523 | 8.52 | 386 | 16.31 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone 股息股票 ETF | 68,458 | 4.96 | 2,984 | -2.45 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 435 | 0.23 | 20 | 5.56 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 219,289 | 4.83 | 9,923 | 12.35 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 29 | 61.11 | 1 | |||||
| 2025-06-24 | NP | FDV-联邦赫尔墨斯美国战略股息ETF | 158,849 | 28.69 | 6,408 | 8.65 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 107,308 | 9.07 | 5,127 | 16.13 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 4,540 | 205 | ||||||
| 2025-08-01 | 13F | 第一国民信托公司 | 5,136 | 232 | ||||||
| 2025-07-15 | 13F | 斯托克顿银行 | 15,204 | 0.52 | 688 | 7.68 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 702,553 | 7.06 | 32 | 14.81 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通美国股票基金标准类别 | 53,837 | 11.86 | 2,436 | 19.94 | ||||
| 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 | 472,204 | 13.48 | 19,049 | -4.19 | ||||
| 2025-07-24 | 13F | Krs资本管理有限公司 | 5,509 | 5.96 | 249 | 13.70 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 23,694 | 2.13 | 1,065 | 13.90 | ||||
| 2025-08-07 | 13F | CSM 顾问有限责任公司 | 688,295 | 31 | ||||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 41,807 | 1.43 | 1,892 | 8.68 | ||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 12,482 | 1.13 | 565 | 8.25 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 1,000,000 | 45,250 | |||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 4,276,525 | 33.47 | 193,587 | 42.95 | ||||
| 2025-08-05 | 13F | 韦克德有限责任公司 | 15,691 | 58.21 | 710 | |||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 105,700 | 89.43 | 4,264 | 59.90 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 1,562 | 83.76 | 71 | 100.00 | ||||
| 2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 5,467 | 247 | ||||||
| 2025-07-14 | 13F | 公园大道证券有限公司 | 184,829 | 1.39 | 8 | 14.29 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 1,182,335 | 6.06 | 53,501 | 14.85 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Put | 124,300 | 1,106.80 | 5,625 | 1,195.85 | |||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 191 | 9.14 | 8 | -12.50 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 282 | 13 | ||||||
| 2025-08-12 | 13F | 河滨投资集团有限责任公司 | 6,502 | 24.65 | 294 | 33.64 | ||||
| 2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 422,161 | 1.08 | 17,030 | -14.66 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 65,943 | 1.89 | 2,660 | -13.97 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 182,600 | 8,263 | |||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 11,313 | 8.14 | 456 | -8.62 | ||||
| 2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 8,058 | 11.10 | 365 | 18.95 | ||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 442,987 | 12.23 | 20,047 | 20.31 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 23,837 | 8.23 | 1,039 | 0.68 | ||||
| 2025-07-18 | 13F | 山猫投资咨询 | 7,839 | 4.15 | 355 | 11.67 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 236,200 | 5.34 | 11 | 11.11 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 162,365 | -189.67 | 7,347 | -196.11 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 28,875 | 11.81 | 1,165 | -5.60 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 71,577 | 1.63 | 3,239 | 8.91 | ||||
| 2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 7,881 | 0.23 | 357 | 7.55 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 5,043 | 1.31 | 228 | 8.57 | ||||
| 2025-07-30 | 13F | 道德公司 | 236,852 | 13.54 | 10,838 | 24.39 | ||||
| 2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 43,054 | 0.19 | 1,948 | 7.39 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 10,746 | 11.81 | 468 | 4.00 | ||||
| 2025-08-12 | 13F | 桑德希尔资本合伙公司 | 1,010,087 | 1.07 | 45,706 | 8.33 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 1,946,256 | 0.12 | 88 | 7.32 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 65,787 | 82.50 | 2,977 | 95.53 | ||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 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 | 329,723 | 66.30 | 13,301 | 15.29 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 33,407 | 1.64 | 1,456 | 16.02 | ||||
| 2025-07-25 | 13F | Kellett Schaffner 财富顾问有限责任公司 | 8,330 | 0.26 | 377 | 7.43 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 81,140 | 8.13 | 3,672 | 15.88 | ||||
| 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 | 104,269 | 46.92 | 4,206 | 24.07 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 42,428 | 3.06 | 1,920 | 10.41 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 1,813 | 82 | ||||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 2,585 | 15.92 | 104 | -1.89 | ||||
| 2025-07-18 | 13F | 艾利投资管理有限公司 | 143,445 | 1.91 | 6,491 | 9.22 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 151,806 | 2.89 | 6,869 | 10.29 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 130,806 | 5,919 | ||||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 10,230 | 10.38 | 463 | 18.16 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 35,917 | 0.94 | 1,625 | 8.19 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 82,049 | 4.88 | 4 | 0.00 | ||||
| 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 | 896,344 | 0.69 | 39,072 | -6.42 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 70,838 | 24.11 | 3,205 | 33.04 | ||||
| 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 | 1,441 | 129.82 | 65 | 150.00 | ||||
| 2025-06-27 | NP | PCLVX - PACE 大型公司价值股权投资 P 类 | 59,972 | 8.50 | 2,419 | -8.37 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 502,882 | 6.16 | 22,755 | 13.79 | ||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 68,339 | 4.09 | 2,979 | -3.28 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 108,824 | 0.09 | 4,924 | 7.28 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 49,703 | 0.18 | 2,249 | 7.40 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 311,435 | 33.53 | 14,247 | 44.56 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 9,140 | 12.84 | 414 | 21.11 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 31,900 | 21.76 | 1,443 | 30.47 | ||||
| 2025-07-08 | 13F | 阿特拉斯·布朗公司 | 13,909 | 21.70 | 629 | 30.50 | ||||
| 2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 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 | 2,042 | 82 | ||||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 215,116 | 11.59 | 9,734 | 25.55 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 153,221 | 3.70 | 6,933 | 11.14 | ||||
| 2025-08-15 | 13F | 44 财富管理有限公司 | 7,612 | 0.42 | 344 | 7.50 | ||||
| 2025-08-04 | 13F | 经济金融服务公司 | 35,050 | 1,586 | ||||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 2,686,873 | 5.18 | 121,581 | 12.73 | ||||
| 2025-07-15 | 13F | 伊顿金融控股有限公司 | 26,475 | 1,198 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 25,770 | 2.76 | 1,166 | 10.21 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 13,162 | 596 | ||||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 16,569,422 | 3.67 | 749,766 | 11.11 | ||||
| 2025-07-11 | 13F | 赖特投资者服务公司 | 5,579 | 3.24 | 252 | 10.53 | ||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 226,078 | 1.00 | 10,230 | 8.25 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 382,115 | 7.11 | 17,291 | 14.79 | ||||
| 2025-08-15 | 13F | 海耶克卡伦投资管理公司 | 27,951 | 4.66 | 1 | 0.00 | ||||
| 2025-07-29 | NP | GQETX - 转基因生物质量基金三级 | 5,236,951 | 9.46 | 228,279 | 1.73 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 1,529 | 38.87 | 69 | 50.00 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 股票收益投资组合 | 149,592 | 12.15 | 6,769 | 20.21 | ||||
| 2025-08-13 | 13F | 德克萨斯州资本银行股份公司/德克萨斯州 | 4,549 | 206 | ||||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 90,658 | 2.14 | 4,147 | 9.39 | ||||
| 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 | 7,065 | 1.19 | 320 | 8.50 | ||||
| 2025-07-16 | 13F | Encompass 财富顾问有限公司 | 5,036 | 0.26 | 228 | 7.08 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 18,513,001 | 5.50 | 837,712 | 13.07 | ||||
| 2025-08-15 | NP | MBOVX - M 大盘价值基金 | 15,200 | 22.58 | 688 | 31.36 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 1,015,432 | 5.11 | 40,963 | -11.26 | ||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 22,077 | 2.74 | 999 | 8.71 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 920,672 | 68.39 | 41,630 | 80.32 | ||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 17,076 | 4.75 | 773 | 12.21 | ||||
| 2025-07-28 | 13F | 纪律股权管理公司 | 29,520 | 22.74 | 1,336 | 31.53 | ||||
| 2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 56,642 | 4.42 | 2,285 | -11.85 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 446 | 65.19 | 18 | 54.55 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 19,955 | 903 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 19,918 | 915 | ||||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 168,367 | 4.45 | 7,619 | 11.95 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：B1 系列 | 4,352 | 197 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 41,016 | 6.82 | 1,655 | -9.81 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 492,175 | 9.21 | 22,271 | 17.05 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 13,803 | 625 | ||||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 4,408,002 | 10.44 | 199,462 | 18.36 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 343 | 16 | ||||||
| 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 | 221,658 | 9.09 | 8,942 | -7.90 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股权收益投资组合初始类别 | 1,056,800 | 7.09 | 47,820 | 14.78 | ||||
| 2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 14,806 | 19.47 | 670 | 27.92 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 3,910 | 177 | ||||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 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 | 6,066 | 17.95 | 245 | -0.41 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 17,482 | 1 | ||||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 47,387 | 5.74 | 2,144 | 13.32 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 39,982 | 0.56 | 1,809 | 7.81 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 35,855 | 0.15 | 1,622 | 7.35 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 837,265 | 1.11 | 38 | 8.82 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 217,705 | 23.75 | 9,851 | 32.64 | ||||
| 2025-06-25 | NP | DVY - iShares 选择股息 ETF | 6,130,533 | 7.36 | 247,306 | -9.36 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 416 | 18 | ||||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 1,258,535 | 0.94 | 56,949 | 8.18 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 13,009 | 2,932.40 | 589 | 3,166.67 | ||||
| 2025-08-14 | 13F | 嘉实投资服务有限公司 | 4,590 | 208 | ||||||
| 2025-08-14 | 13F | 遗产财富管理有限公司 | 279,217 | 0.05 | 12,635 | 7.22 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 466,500 | 21,347 | |||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 59 | 247.06 | 3 | |||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 81,679 | 0.11 | 3,696 | 7.29 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 192,700 | 8,818 | |||||
| 2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 12,356 | 0.85 | 565 | 13.71 | ||||
| 2025-07-21 | 13F | 机械金融公司 | 4,806 | 5.26 | 217 | 13.02 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：B1 系列 | 1,497 | 68 | ||||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 29,684 | 53.26 | 1,343 | 64.38 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 2,644,207 | 7.86 | 119,650 | 16.88 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 372,000 | 0.98 | 16,833 | 8.23 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 47,400 | 2,145 | ||||||
| 2025-08-14 | 13F | Globeflex资本有限公司 | 174,454 | 7,894 | ||||||
| 2025-08-14 | 13F | 富国银行/百万 | Put | 500 | 25.00 | 23 | 37.50 | |||
| 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 | 510,074 | 0.42 | 20,576 | -15.21 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Call | 11,000 | 498 | |||||
| 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 | 385,297 | 1.48 | 15,543 | -14.33 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 6,928 | 3.91 | 292 | -8.18 | ||||
| 2025-08-26 | NP | 石堡金融公司 | 2,300 | 104 | ||||||
| 2025-07-23 | 13F | Klp资本管理公司 | 558,096 | 2.86 | 25,491 | 10.16 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 518,026 | 1.29 | 23,441 | 8.56 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 11,674 | 25.12 | 493 | 10.31 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 1,126 | 14.08 | 51 | 21.95 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 713,934 | 7.78 | 32,306 | 15.52 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 134,559 | 0.37 | 6,089 | 7.58 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 131,572 | 6.95 | 5,954 | 14.61 | ||||
| 2025-06-05 | NP | GQLVX - 量化美国大盘价值股票投资组合 | 1,048 | 42 | ||||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋股票收益 VCT 投资组合 I 类 | 7,177 | 325 | ||||||
| 2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 9,193 | 32.10 | 416 | 41.64 | ||||
| 2025-08-13 | 13F | 挪威银行 | 21,464,864 | 971,285 | ||||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 55,601 | 7.64 | 2,424 | 0.04 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 8,397 | 8.46 | 400 | 35.59 | ||||
| 2025-06-27 | NP | PMACX - 胜利先锋多元资产收益基金C类 | 228,480 | 9,217 | ||||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 1,833,400 | 129.18 | 82,961 | 145.62 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,833,808 | 7.77 | 82,980 | 15.50 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 164 | 84.27 | 8 | 133.33 | ||||
| 2025-06-27 | NP | SPVM - Invesco S&P 500 价值动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,249 | 29.34 | 413 | 9.26 | ||||
| 2025-08-14 | 13F | 范式资本管理有限责任公司/NV | 34,802 | 1.32 | 2 | 0.00 | ||||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 338,781 | 0.42 | 14,767 | -6.67 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 417,800 | 349.25 | 19 | 500.00 | ||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 17,864 | 39.05 | 808 | 49.08 | ||||
| 2025-08-07 | 13F | PFG顾问 | 8,243 | 23.08 | 373 | 31.91 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 28,755,593 | 5.28 | 1,301,191 | 12.84 | ||||
| 2025-06-25 | NP | BVEFX - Becker 价值股票基金零售类 | 20,980 | 13.16 | 846 | -4.41 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 264,370 | 16.71 | 11,963 | 25.09 | ||||
| 2025-08-04 | 13F | 精明顾问公司 | 6,351 | 287 | ||||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 11,554,199 | 1,481.40 | 534,792 | 1,633.69 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 15,503 | 6.51 | 655 | -6.03 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘价值 ETF | 3,684 | 167 | ||||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 295,557 | 6.51 | 13,374 | 14.14 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 66,448 | 0.08 | 3 | 50.00 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 26,132 | 27.11 | 1,182 | 36.33 | ||||
| 2025-08-05 | 13F | 坎比亚投资有限公司 | 948,423 | 6.14 | 42,916 | 13.75 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 97,600 | 4,416 | |||||
| 2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 381,101 | 0.62 | 17,245 | 7.84 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 8,624 | 6.02 | 390 | 13.70 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 688,448 | 31,152 | ||||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 11,720 | 40.36 | 530 | 50.57 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 268,200 | 12,136 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 61,250 | 0.17 | 2,772 | 7.36 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 50,000 | 2,262 | |||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 587,001 | 65.64 | 26,563 | 77.53 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 271 | 32.20 | 0 | |||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 68,522 | 1.39 | 3,101 | 8.66 | ||||
| 2025-08-13 | 13F | 图标顾问公司/公司 | 300 | 14 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 5,107 | 0.73 | 234 | 13.66 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 25,678 | 0.09 | 1,158 | 5.76 | ||||
| 2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 201 | 0.50 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 10,744 | 486 | ||||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 18,956 | 10.35 | 1 | |||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 2,961,069 | 7.06 | 133,988 | 14.75 | ||||
| 2025-06-26 | NP | FDVV - 富达高股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,526,072 | 281.45 | 61,562 | 222.06 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 61,516 | 19.58 | 2,784 | 28.19 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 115,678 | 22.62 | 4,666 | 3.53 | ||||
| 2025-07-15 | 13F | 阿米斯顾问有限公司 | 20,034 | 133.41 | 936 | 170.23 | ||||
| 2025-06-24 | NP | HELO - 摩根大通对冲股票阶梯叠加 ETF | 212,127 | 26.09 | 8,557 | 6.46 | ||||
| 2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,680,945 | 0.73 | 857,892 | -6.38 | ||||
| 2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 5,330 | 4.86 | 241 | 12.62 | ||||
| 2025-07-18 | 13F | 纯财务顾问公司 | 7,815 | 3.81 | 354 | 11.36 | ||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 1,775 | 69.53 | 80 | 81.82 | ||||
| 2025-05-30 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 193,523 | 319.23 | 8,171 | 270.19 | ||||
| 2025-08-14 | 13F | 德肖公司 | 1,288,794 | 232.23 | 58,318 | 256.09 | ||||
| 2025-07-07 | 13F | 德尔福管理公司 /ma/ | 30,145 | 1 | ||||||
| 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 | 9,859 | 35.84 | 398 | 14.74 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 6,222 | 282 | ||||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 21,312 | 6.60 | 964 | 14.22 | ||||
| 2025-08-21 | NP | SMOT - VanEck Morningstar SMID 护城河 ETF | 56,271 | 2,546 | ||||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 940,700 | 24.48 | 42,567 | 33.41 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 54,793 | 28.59 | 2,388 | 19.52 | ||||
| 2025-08-28 | NP | SPYD - SPDR(R) 投资组合 S&P 500 高股息 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,851,115 | 2.92 | 83,763 | 10.31 | ||||
| 2025-08-27 | NP | OFAFX - Olstein 全市值基金顾问级 | 169,000 | 0.60 | 7,647 | 7.83 | ||||
| 2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 8,951 | 9.59 | 405 | 17.73 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT S&P 500 指数基金 IV 级 | 137,205 | 2.17 | 6,209 | 9.51 | ||||
| 2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 5,999 | 2.51 | 271 | 9.72 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 600 | 27 | ||||||
| 2025-08-01 | 13F | 纽约人寿投资管理有限公司 | 232,463 | 1.12 | 10,519 | 8.38 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 361 | 16 | ||||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 59,382 | 16.28 | 2,687 | 24.63 | ||||
| 2025-07-11 | 13F | 兰兹金融有限责任公司 | 48,924 | 1.01 | 2,214 | 8.22 | ||||
| 2025-08-06 | 13F | 荷兰集团 | 75,512 | 74.76 | 3,417 | 87.28 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 25,851 | 1.40 | 1,170 | 8.64 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 52,761 | 26.19 | 2,387 | 36.71 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 640,839 | 11.10 | 28,998 | 19.07 | ||||
| 2025-07-07 | 13F | RDA金融网络 | 9,816 | 0.01 | 444 | 7.25 | ||||
| 2025-06-24 | NP | SVAAX - 联合战略价值股息基金 A 类股票 | 5,968,441 | 3.42 | 240,767 | -12.69 | ||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 337 | 15 | ||||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 206 | 1.48 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 1,549 | 70 | ||||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 5,574 | 19.36 | 252 | 27.92 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 267 | 23.04 | 12 | 33.33 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 32,521 | -324.42 | 1,472 | -340.75 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 37,418 | 1,712 | ||||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 562,894 | 19.19 | 25,471 | 27.75 | ||||
| 2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心中型价值基金 | 265,533 | 11.52 | 10,712 | -5.85 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 28,265 | 1,279 | ||||||
| 2025-07-30 | 13F | 惠蒂尔信托公司 | 11,830 | 4.76 | 535 | 12.39 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 8,526 | 386 | ||||||
| 2025-08-06 | 13F | 尤克斯资产管理公司 | 35,720 | 0.08 | 1,616 | 7.30 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 19,189 | 17.62 | 878 | 26.01 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 9,753 | 58.41 | 441 | 70.27 | ||||
| 2025-07-01 | 13F | 汇流投资管理有限公司 | 1,952,975 | 1.76 | 88,372 | 9.06 | ||||
| 2025-07-18 | 13F | 极限竞速财富管理有限责任公司 | 10,815 | 15.18 | 489 | 23.48 | ||||
| 2025-08-13 | 13F | MBM 财富顾问有限责任公司 | 10,030 | 9.25 | 454 | 15.56 | ||||
| 2025-08-06 | 13F | 霍兰财富有限责任公司 | 29,865 | 1,351 | ||||||
| 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 | 14,442 | 25.81 | 654 | 34.92 | ||||
| 2025-07-29 | 13F | 石板财务管理 | 24,634 | 0.02 | 1,115 | 7.22 | ||||
| 2025-07-30 | 13F | 廉洁顾问公司 | 48,215 | 27.48 | 2,182 | 36.65 | ||||
| 2025-08-14 | 13F | 勇敢的战士顾问有限责任公司 | 15,000 | 679 | ||||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 131,369 | 1.02 | 5,944 | 8.27 | ||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 144,391 | 26.56 | 6,534 | 35.65 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 753 | 40.49 | 34 | 54.55 | ||||
| 2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 12,896 | 584 | ||||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 250,630 | 13.08 | 10,925 | 5.10 | ||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 1,551 | 28.61 | 68 | 19.64 | ||||
| 2025-08-08 | 13F | 霍雷尔资本管理公司 | 231 | 0.87 | 10 | 11.11 | ||||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 126,017 | 0.76 | 5,702 | 7.99 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 10,119 | 3.32 | 458 | 10.65 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 17,309 | 220.54 | 783 | 244.93 | ||||
| 2025-03-26 | NP | WDIAX - 威尔明顿多元化收益基金 A 类股票 | 33,350 | 40.42 | 1,593 | 38.88 | ||||
| 2025-07-11 | 13F | 贝尔银行 | 176,561 | 2.56 | 7,989 | 9.92 | ||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 31,467 | 0.02 | 1,424 | 7.15 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 199,200 | 396.76 | 9,014 | 432.37 | |||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 135,000 | 392.70 | 6,109 | 428.37 | |||
| 2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 148,670 | 48.74 | 6,727 | 59.45 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 439,310 | 1.21 | 19,879 | 8.47 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 45,894 | 2.66 | 2,077 | 10.02 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 200,184 | 8,075 | ||||||
| 2025-08-14 | 13F | 新英格兰资产管理公司 | 167,110 | 0.56 | 7,562 | 7.77 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 24,571 | 17.60 | 1,071 | 9.40 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 24,698 | 157.65 | 1,118 | 176.49 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 15,546 | 0.46 | 703 | 7.66 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 483,600 | 78.34 | 21,883 | 76.47 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 103,782 | 45.49 | 4,696 | 55.96 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 451,713 | 12.48 | 20,440 | 20.55 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 1,994,993 | 191.99 | 90,752 | 218.91 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 66,037 | 0.10 | 2,988 | 7.29 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 41,514 | 91.25 | 2 | |||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 30,262 | 0.57 | 1,369 | 7.80 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 244,191 | 13.32 | 11,050 | 21.46 | ||||
| 2025-08-26 | NP | MADFX - Matrix Advisors 股息基金 | 54,700 | 13.72 | 2,475 | 21.92 | ||||
| 2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 15,031 | 86.54 | 680 | 100.00 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘混合投资组合 | 28,267 | 3.77 | 1,279 | 11.22 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 2,278 | 376.57 | 103 | 415.00 | ||||
| 2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 107,488 | 136.28 | 4,336 | 99.54 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 25,851 | 1,170 | ||||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 34,388 | 9.23 | 1,556 | 17.08 | ||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 81,777 | 3,700 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 3,656 | 0.61 | 165 | 7.84 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 92,036 | 4.48 | 4,012 | -2.90 | ||||
| 2025-08-27 | NP | QDVPAX - 戴维斯价值投资组合 | 99,410 | 51.33 | 4,498 | 62.21 | ||||
| 2025-04-01 | NP | SPDV - AAM S&P 500 高股息价值 ETF | 32,547 | 35.99 | 1,555 | 34.52 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 272,648 | 19.67 | 12,337 | 28.26 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 126,330 | 1.72 | 5,507 | -5.46 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 50,737 | 0.72 | 2,296 | 7.95 | ||||
| 2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 74,250 | 1,162.33 | 3,237 | 933.87 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 97,150 | 24.43 | 4,235 | 15.65 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 13,517 | 24.02 | 612 | 32.83 | ||||
| 2025-08-08 | 13F | 基石顾问有限责任公司 | 97,200 | 16.97 | 4,398 | 25.37 | ||||
| 2025-08-06 | 13F | 尼古拉斯霍夫曼有限公司。 | 34,481 | 19.53 | 1,560 | 28.18 | ||||
| 2025-08-13 | 13F | 法国集团 | 1,019 | 8.29 | 46 | 15.00 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 34,724 | 5.13 | 1,571 | 12.70 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 4,807 | 218 | ||||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 132,777 | 7.19 | 6,008 | 14.90 | ||||
| 2025-07-11 | 13F | Bond & Devick 金融网络公司 | 5,899 | 4.89 | 267 | 12.24 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 547 | 1.30 | 25 | 9.09 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 44,200 | 505.48 | 2,000 | 549.35 | |||
| 2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 769,508 | 11.83 | 34,820 | 19.86 | ||||
| 2025-07-25 | 13F | LRI 投资有限责任公司 | 4,803 | 1.44 | 217 | 9.05 | ||||
| 2025-04-01 | NP | FYLG - Global X Financials 备兑看涨期权和成长 ETF | 459 | 13.33 | 22 | 10.53 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 827 | 38 | ||||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 111,438 | 418.94 | 5,043 | 456.51 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 26,300 | 317.46 | 1,190 | 349.06 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 17,513 | 80.40 | 792 | 93.64 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 91,654 | 41.28 | 4,161 | 51.92 | ||||
| 2025-08-14 | 13F | 马耳他资本管理有限公司 | 20,000 | 905 | ||||||
| 2025-07-29 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 366,700 | 44.38 | 15,984 | 34.20 | ||||
| 2025-06-26 | NP | DWLD - 戴维斯精选全球 ETF | 121,260 | 4,892 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 157,038 | 56.50 | 7,106 | 67.73 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 106,567 | 7.63 | 4,645 | 0.04 | ||||
| 2025-08-15 | 13F | 普威创新财富顾问有限公司 | 16,283 | 737 | ||||||
| 2025-06-26 | NP | FVLAX - 富达顾问价值领袖基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,782 | 6.04 | 435 | -10.52 | ||||
| 2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 36 | 2 | ||||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 126,683 | 5.89 | 5,733 | 13.48 | ||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 6,873 | 11.88 | 311 | 19.69 | ||||
| 2025-06-24 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 118,436 | 13.84 | 4,778 | -3.88 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 50,112 | 10.20 | 2,268 | 18.13 | ||||
| 2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 31,907 | 0.31 | 1,444 | 7.53 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 53,136 | 3.51 | 2,431 | 10.86 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 14,647 | 8.26 | 663 | 15.94 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 4,489 | 203 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 1,826,852 | 2.53 | 82,665 | 9.89 | ||||
| 2025-07-07 | 13F | 西联银行 | 337,801 | 3.92 | 15,286 | 11.38 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 27,787 | 88.98 | 1,257 | 78.81 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 919 | 42 | ||||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 118,831 | 0.17 | 5,377 | 7.37 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 39,786 | 0.63 | 1,800 | 12.43 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 21,170 | 0.74 | 958 | 7.89 | ||||
| 2025-07-31 | 13F | WFA资产管理公司 | 765 | 1.06 | 30 | -9.09 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 79,871 | 2.02 | 3,614 | 9.35 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 677,149 | 4.91 | 30,641 | 12.43 | ||||
| 2025-08-11 | 13F | 独立顾问联盟 | 72,762 | 2.31 | 3,292 | 9.66 | ||||
| 2025-07-24 | 13F | 支付宝证券公司 | 37 | 60.87 | 2 | |||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 3,524 | 21.94 | 159 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 62,450 | 4.98 | 2,826 | 12.50 | ||||
| 2025-08-07 | 13F | 投资管理公司 /va/ /adv | 161 | 0.62 | 7 | 16.67 | ||||
| 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 | 685,038 | 8.90 | 27,634 | -8.06 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 20,162 | 0.12 | 912 | 7.29 | ||||
| 2025-07-28 | 13F | 贾格资本管理有限公司 | 14,125 | 0.30 | 639 | 7.58 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 1 | 0 | ||||||
| 2025-08-12 | 13F | APG 资产管理公司 | 1,544,340 | 52.48 | 59,532 | 50.38 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -1,411 | -7.23 | -64 | -1.56 | |||
| 2025-08-25 | NP | MML 系列投资基金 - MML 股票收益基金初始类别 | 91,739 | 59.30 | 4,151 | 70.75 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 6,740 | 10.91 | 272 | -6.55 | ||||
| 2025-08-27 | NP | PISYX - 胜利先锋内在价值基金Y类 | 750 | 57.89 | 34 | 65.00 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 249,266 | 6.09 | 11,279 | 13.70 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 546 | 25 | ||||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 14,812 | 10.92 | 646 | 3.04 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 116,800 | 43.31 | 4,712 | 20.98 | ||||
| 2025-08-14 | 13F | DRW 证券有限责任公司 | 18,163 | 780 | ||||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 10,017 | 18.98 | 453 | 27.61 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 3,609,066 | 5.49 | 163,310 | 13.06 | ||||
| 2025-06-26 | NP | SGIDX - Steward Global 股票收益基金 A 类 | 129,066 | 5,207 | ||||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 48,090 | 0.90 | 2,176 | 8.15 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 740,430 | 1.55 | 33,509 | 8.83 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 63,860 | 13.87 | 2,890 | 22.05 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 10,115 | 3,702.63 | 458 | 4,054.55 | ||||
| 2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 12,654 | 78.25 | 573 | 91.30 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 81,980 | 4.08 | 3,710 | 11.55 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 66,710 | -284.07 | 3,019 | -297.25 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 117,140 | 4.18 | 5,303 | 11.67 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 59,941 | 8.77 | 2,712 | 16.60 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 5,993 | 4.77 | 242 | -11.72 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 145 | 6.67 | ||||||
| 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 | 302,516 | 27.13 | 13,187 | 18.16 | ||||
| 2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 18,764 | 5.60 | 893 | 18.93 | ||||
| 2025-07-16 | 13F | MKT 顾问有限责任公司 | 4,786 | 223 | ||||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 4,101 | 2.29 | 186 | 9.47 | ||||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 81,711 | 107.60 | 3,697 | 122.58 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 56,941 | 0.82 | 2,577 | 8.05 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 6,516 | 295 | ||||||
| 2025-08-13 | 13F | 莫顿社区银行 | 75,460 | 4.46 | 3,415 | 11.97 | ||||
| 2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 32,377 | 4.06 | 1,465 | 11.58 | ||||
| 2025-04-28 | NP | GMAEX - GMO 周期性焦点基金 VI 级 | 39,800 | 8.49 | 1,867 | -4.50 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 131,925 | 20.81 | 5,751 | 12.28 | ||||
| 2025-07-23 | 13F | 贝尔维尤资产管理有限公司 | 1,198 | 0.59 | 54 | 8.00 | ||||
| 2025-08-11 | 13F | 信托银行 | 13,656 | 0.78 | 618 | 7.87 | ||||
| 2025-08-08 | 13F | 融合资本有限责任公司 | 14,327 | 3.52 | 648 | 10.96 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 837,007 | 0.58 | 37,875 | 7.79 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 34,713 | 18.35 | 1,571 | 26.82 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 1,043 | 153.16 | 47 | 176.47 | ||||
| 2025-08-14 | 13F | Boyer & Corporon 财富管理有限责任公司 | 111,612 | 9.47 | 5,050 | 17.33 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 33,003 | 12.52 | 1,493 | 20.60 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 993 | 7.82 | 43 | 0.00 | ||||
| 2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 130,813 | 2.33 | 5,919 | 9.67 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 235,300 | 49.68 | 10,645 | 60.42 | |||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 1,080,300 | 30.54 | 48,884 | 39.91 | ||||
| 2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 200,000 | 9,050 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 6,138 | 2,652.47 | 278 | 2,977.78 | ||||
| 2025-08-21 | NP | MOTG - VanEck Vectors 晨星全球护城河 ETF | 7,544 | 11.86 | 341 | 20.07 | ||||
| 2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 1,400 | 75.00 | 63 | 85.29 | ||||
| 2025-07-25 | NP | CFIAX - 哥伦比亚灵活资本收益基金 A 类 | 275,000 | 5.77 | 11,987 | -1.70 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 3,799 | 186.07 | 172 | 205.36 | ||||
| 2025-08-05 | 13F | 密歇根州退休系统 | 449,682 | 0.99 | 20,348 | 8.24 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 7,021 | 3.49 | 318 | 10.84 | ||||
| 2025-07-25 | 13F | 级联投资顾问公司 | 68,100 | 1.04 | 3,082 | 8.30 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 41,262,078 | 22.09 | 1,867,109 | 30.85 | ||||
| 2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 979,146 | 13.44 | 44,306 | 21.59 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 134,810 | 4.43 | 5,438 | -11.84 | ||||
| 2025-08-13 | 13F | 湾景资产管理有限公司 | Put | 50,000 | 2,262 | |||||
| 2025-08-13 | 13F | 湾景资产管理有限公司 | 50,000 | 2,262 | ||||||
| 2025-08-05 | 13F | 桥水顾问公司 | 20,428 | 11.70 | 942 | 27.16 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 167,339 | 4.50 | 7,572 | 12.01 | ||||
| 2025-06-26 | NP | TMCVX - Thrivent 中型价值基金 S 级 | 15,326 | 10.25 | 618 | -6.93 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 4,819 | 218 | ||||||
| 2025-08-01 | 13F | 西格内特投资咨询集团有限公司 | 93,057 | 3.68 | 4,211 | 11.11 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 19 | 1 | ||||||
| 2025-06-26 | NP | DFNL - 戴维斯精选金融 ETF | 310,735 | 31.52 | 12,535 | 11.05 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 89,053 | 337.13 | 4,030 | 368.49 | ||||
| 2025-06-26 | NP | FLPSX - 富达低价股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,521,444 | 20.83 | 101,715 | 2.02 | ||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 1,794 | 0.11 | 81 | 8.00 | ||||
| 2025-07-29 | NP | PBUS - Invesco PureBeta MSCI 美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 210,914 | 16.26 | 9,194 | 8.05 | ||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 154,781 | 4.34 | 7,004 | 11.82 | ||||
| 2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 1,318 | 3.78 | 60 | 11.32 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 32,778 | 9.53 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 239,474 | 10.02 | 11 | 11.11 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 30,436 | 73.29 | 1,377 | 85.83 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 42,224 | 7.82 | 1,911 | 1.98 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 2,855,350 | 354.49 | 129,205 | 395.09 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 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 | 22,427 | 17.99 | 905 | -0.44 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 56,297 | 7.96 | 2,547 | 15.72 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 64 | 3 | ||||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 4,434 | 201 | ||||||
| 2025-08-27 | NP | CFIMX - Clipper 基金信托 | 1,420,850 | 25.10 | 64,293 | 34.08 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 14,082 | 1.43 | 637 | 8.70 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 40,087 | 414.93 | 1,814 | 452.74 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 65,959 | 42.22 | 2,985 | 54.29 | ||||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 6,305 | 285 | ||||||
| 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 | 47,699 | 2.27 | 2,079 | -4.94 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 8,856 | 0.07 | 401 | 7.24 | ||||
| 2025-07-30 | NP | SDOG - ALPS 行业股息狗 ETF | 566,536 | 18.15 | 24,695 | 9.81 | ||||
| 2025-08-08 | 13F | MTM 投资管理有限责任公司 | 27 | 1 | ||||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 9,237 | 12.52 | 418 | 20.52 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 69,921 | 94.64 | 3,164 | 108.64 | ||||
| 2025-04-29 | NP | LSOFX - LS 机会基金 - 机构类别 | 45,300 | 2,125 | ||||||
| 2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 956,338 | 4,029.27 | 43,274 | 4,329.27 | ||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 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 | 3,270,000 | 8.46 | 147,968 | 16.24 | ||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 9,813 | 0.68 | 444 | 8.03 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 15,022 | 208.90 | 680 | 231.22 | ||||
| 2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 5,773 | 0.17 | 261 | 7.41 | ||||
| 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 | 50,023 | 2.88 | 2,018 | -13.17 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 1,517 | 69 | ||||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 1,353,999 | 2.36 | 54,620 | -13.58 | ||||
| 2025-07-31 | 13F | Arrien 投资公司 | 4,586 | 208 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management公司 | 165 | 7 | ||||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 3,948,142 | 9.94 | 178,653 | 17.83 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 401,847 | 8.09 | 16,211 | -8.74 | ||||
| 2025-04-17 | 13F | 维斯塔财富管理集团有限责任公司 | 7,992 | 1.41 | 337 | -10.37 | ||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 7,297 | 12.31 | 330 | 20.44 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 252,097 | 17.38 | 10,989 | 9.09 | ||||
| 2025-08-15 | NP | PY - 主要股东收益率指数 ETF | 42,588 | 1,927 | ||||||
| 2025-08-21 | NP | MVAL - VanEck Morningstar Wide Moat 价值 ETF | 2,596 | 0.74 | 117 | 8.33 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 218,635 | 168.58 | 9,893 | 187.92 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 21,381 | 39.14 | 978 | 49.09 | ||||
| 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 | 3,374,553 | 14.56 | 136,129 | -3.28 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 435,014 | 19,684 | ||||||
| 2025-05-14 | 13F | 峰会金融财富顾问有限责任公司 | 106,138 | 2.25 | 4,481 | -7.89 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 250 | 177.78 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 28,765 | 52.04 | 1,302 | 63.03 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 1,778 | 0.06 | 80 | 6.67 | ||||
| 2025-07-17 | 13F | 格里森集团公司 | 526 | 1.35 | 24 | 9.52 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 13,329 | 603 | ||||||
| 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 | 57 | 16.33 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 9,380 | 5.26 | 424 | 12.77 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 1,499,529 | 10.04 | 67,854 | 17.94 | ||||
| 2025-04-08 | 13F/A | iA全球资产管理公司 | 54,528 | 2 | ||||||
| 2025-08-26 | NP | QAAHCX - T. Rowe 价格股票收益投资组合 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 | 156,736 | 10.56 | 7,092 | 18.50 | ||||
| 2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 10,468 | 2.36 | 474 | 9.74 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 5,611 | 12.65 | 254 | 20.48 | ||||
| 2025-07-09 | 13F | LifePlan 金融有限责任公司 | 33,559 | 5.73 | 1,519 | 13.28 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 511,242 | 4.99 | 23,135 | 12.53 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 2,476,107 | 1.88 | 112,044 | 9.19 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 831 | 38 | ||||||
| 2025-07-23 | 13F | 利特曼格雷戈里资产管理有限责任公司 | 25,088 | 0.20 | 1,135 | 7.38 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 2,721 | 11.47 | 123 | 19.42 | ||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 26,711 | 1,209 | ||||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 11,810 | 14.08 | 476 | -3.64 | ||||
| 2025-07-25 | NP | SCHX - 嘉信美国大盘 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,567,787 | 2.98 | 68,340 | -4.29 | ||||
| 2025-08-12 | 13F | 投资者受托顾问网络有限责任公司 | 5,174 | 0 | ||||||
| 2025-08-27 | NP | SLASX - 精选美国股票公司 S 级 | 1,757,190 | 55.48 | 79,513 | 66.64 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 3,936,431 | 5.01 | 178,124 | 12.55 | ||||
| 2025-08-12 | 13F | 哈特兰顾问公司 | 2,000 | 90 | ||||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 5,902 | 267 | ||||||
| 2025-08-13 | 13F | 黑柏资本管理有限责任公司 | 314,557 | 12.92 | 14,234 | 21.02 | ||||
| 2025-07-16 | 13F | LS 投资顾问有限责任公司 | 78,191 | 6.70 | 3,538 | 14.39 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 91,565 | 1.73 | 4,143 | 9.03 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 84,550 | 5.39 | 3,826 | 12.93 | ||||
| 2025-08-26 | NP | JUSA - 摩根大通美国研究增强型大盘股ETF | 1,765 | 89.17 | 80 | 102.56 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 2,442,810 | 123.69 | 110,537 | 139.75 | ||||
| 2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 303,675 | 3.19 | 13,741 | 10.59 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,500 | 42.41 | 1,018 | 41.00 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 22,403 | 0.21 | 1,014 | 7.42 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 1,218 | 78.33 | 55 | 96.43 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 1,481,992 | 1.92 | 67,060 | 9.23 | ||||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 28,109 | 0.31 | 1,272 | 7.44 | ||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 143,678 | 61.25 | 6,072 | 49.83 | ||||
| 2025-08-14 | 13F | 协和金融公司 | 1,012 | 46 | ||||||
| 2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 16,436 | 1.16 | 764 | 23.23 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 357 | 11.21 | 15 | 0.00 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 206 | 15.08 | 9 | 28.57 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 226,427 | 41.58 | 10,246 | 51.73 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 1,840 | 2.79 | 83 | 10.67 | ||||
| 2025-07-28 | 13F | JGP 财富管理有限责任公司 | 19,751 | 7.70 | 894 | 15.37 | ||||
| 2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 233,280 | 15.99 | 10,556 | 24.31 | ||||
| 2025-06-26 | NP | TBLRX - 泛美平衡 II R | 2,810 | 6.04 | 113 | -10.32 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 174,387 | 135.42 | 7,891 | 152.35 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 3,878 | 2.46 | 175 | 10.06 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 60,279 | 3.16 | 2,728 | 7.07 | ||||
| 2025-08-13 | 13F | 卢米尼斯特资本有限公司 | 50 | 2 | ||||||
| 2025-07-29 | NP | KBWB - Invesco KBW 银行 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,411,247 | 20.22 | 148,696 | 11.74 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 18,482 | 7.10 | 836 | 14.84 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 380,837 | 6.34 | 17,233 | 13.97 | ||||
| 2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 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 | 264 | 355.17 | 11 | 400.00 | ||||
| 2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 242 | 1.26 | 11 | 0.00 | ||||
| 2025-07-22 | 13F | HRC财富管理有限公司 | 8,783 | 0.88 | 397 | 8.17 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 133,222 | 557.63 | 6,028 | 605.03 | ||||
| 2025-08-14 | 13F | 椴木资本管理有限公司 | 1,618,081 | 7.33 | 73,218 | 15.03 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 33,256 | 23.15 | 1,342 | 3.95 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 206 | 80.70 | 9 | 125.00 | ||||
| 2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 4,939 | 223 | ||||||
| 2025-07-30 | 13F | CORDA 投资管理有限公司。 | 949,830 | 1.93 | 42,980 | 9.25 | ||||
| 2025-07-31 | 13F | 城邦银行 | 10,876 | 10.13 | 492 | 18.27 | ||||
| 2025-07-15 | 13F | 科维亚金融 | 101,600 | 20.95 | 4,597 | 29.64 | ||||
| 2025-07-30 | 13F | Axiom 金融策略有限公司 | 5,315 | 241 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 38,395 | 4.74 | 1,737 | 12.28 | ||||
| 2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 8,034 | 21.75 | 364 | 30.58 | ||||
| 2025-08-05 | 13F | SS&H 财务顾问公司 | 9,161 | 11.91 | 415 | |||||
| 2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 5,404 | 1.08 | 245 | 8.44 | ||||
| 2025-08-06 | 13F | 股权投资公司 | 3,306,658 | 21.98 | 149,626 | 30.73 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 58,800 | 17.60 | 2,661 | 26.01 | |||
| 2025-07-15 | 13F | 韦克罗斯合伙人有限公司 | 7,021 | 318 | ||||||
| 2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 6,221 | 8.08 | 282 | 15.64 | ||||
| 2025-07-25 | NP | HIDV - AB 美国高股息 ETF | 13,032 | 89.23 | 568 | 75.85 | ||||
| 2025-08-13 | 13F | 财富探索公司 | 25,054 | 0.28 | 1,134 | 7.50 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 79,662 | 14.97 | 3,472 | 6.86 | ||||
| 2025-07-31 | 13F | 加拉格尔资本顾问有限公司 | 16,795 | 1.50 | 773 | 10.74 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 163,234 | 6.80 | 7,386 | 14.46 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 19,807 | 27.33 | 917 | 42.68 | ||||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 1,129,228 | 0.74 | 51,098 | 7.97 | ||||
| 2025-08-04 | 13F | 巴克财富策略有限责任公司 | 23,561 | 5.10 | 1,066 | 12.68 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 5,032 | 233 | ||||||
| 2025-08-06 | 13F | 遗产财富管理有限公司/ID | Call | 23 | ||||||
| 2025-07-29 | NP | FMCE-FM 复合股票 ETF | 30,512 | 0.27 | 1,330 | -6.80 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 44,383 | 57.23 | 2,008 | 68.60 | ||||
| 2025-07-22 | 13F | 雪松山顾问有限责任公司 | 1,014 | 25.96 | 46 | 36.36 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 232,077 | 4.71 | 10,501 | 12.23 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 774 | 18.71 | 35 | 29.63 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 126,903 | 104.17 | 5,742 | 118.83 | ||||
| 2025-03-25 | NP | PMAIX - 先锋多元资产收益基金：A 类 | 88,172 | 4,213 | ||||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 93,131 | 3.70 | 4,214 | 11.16 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 25,142 | 2.95 | 1,138 | 10.28 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 10,581 | 479 | ||||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 5,077 | 230 | ||||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 17,206 | 5.48 | 823 | 19.48 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 7,307 | 13.75 | 331 | 21.77 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 10,268 | 3.10 | 465 | 10.48 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 64,107 | 0.01 | 2,901 | 7.17 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 694,114 | 1.75 | 31,409 | 9.06 | ||||
| 2025-08-26 | NP | FMSGX - Frontier MFG 全球可持续基金机构类别股票 | 24,671 | 22.75 | 1,116 | 31.60 | ||||
| 2025-08-28 | NP | HEJD - VictoryShares 对冲股票收益 ETF | 761 | 34 | ||||||
| 2025-05-28 | 13F | 硅谷资本合伙人 | 273,301 | 25.67 | 11,550 | 11.04 | ||||
| 2025-07-29 | NP | GMUEX - GMO 美国三级股票基金 | 3,991 | 29.12 | 174 | 20.14 | ||||
| 2025-07-22 | 13F | 智者投资顾问有限公司 | 12,045 | 0.11 | 545 | 7.50 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 15,503 | 4.89 | 702 | 12.34 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 2,410 | 285.60 | 109 | 319.23 | ||||
| 2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 967,062 | 43,760 | ||||||
| 2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 130,777 | 53.27 | 5,701 | 42.46 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 12,594 | 12.06 | 570 | 20.04 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 305,384 | 11.59 | 13,312 | 3.72 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 4,217 | 0.91 | 191 | 7.95 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 85,863 | 4.71 | 3,885 | 12.22 | ||||
| 2025-08-08 | 13F | 雪松财富管理有限责任公司 | 32,517 | 0.24 | 1,471 | 7.45 | ||||
| 2025-06-26 | NP | MSTSX - 晨星无约束分配基金 | 13,282 | 21.89 | 536 | 2.88 | ||||
| 2025-08-22 | NP | 德国 DWS 变量系列 II - DWS CROCI US VIP A 级 | 27,219 | 583.55 | 1,232 | 632.74 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 307,626 | 4.00 | 14,103 | 12.91 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 9,330 | 8.32 | 422 | 16.25 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 233 | 137.76 | 11 | 150.00 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 92,769 | 20.73 | 4,198 | 36.40 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 6,219 | 2.84 | 281 | 10.20 | ||||
| 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 | 939,738 | 14.03 | 40,963 | 5.98 | ||||
| 2025-08-11 | 13F | LCNB公司 | 63,289 | 0.21 | 2,864 | 7.39 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 503,895 | 0.13 | 22,801 | 7.32 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 26,810 | 6.42 | 1,213 | 14.11 | ||||
| 2025-07-28 | 13F | 埃德姆普公司 | 5,245 | 237 | ||||||
| 2025-07-23 | 13F | 阿姆斯特朗、弗莱明和摩尔公司 | 4,812 | 218 | ||||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 77,989 | 35.72 | 3,529 | 45.47 | ||||
| 2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 9,479 | 3.28 | 429 | 10.59 | ||||
| 2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 48,209 | 0.73 | 1,945 | -14.96 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 3,697,084 | 0.30 | 167,539 | 8.03 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 10,147 | 459 | ||||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 1,977 | 159.79 | 89 | 178.13 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 109,100 | 23.14 | 4,955 | 33.67 | |||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 79,182 | 1.62 | 3,583 | 8.91 | ||||
| 2025-07-16 | 13F | BOS 资产管理有限责任公司 | 91,365 | 0.98 | 4,134 | 8.25 | ||||
| 2025-07-15 | 13F | Charter Capital Management, LLC\德国 | 42,864 | 1,940 | ||||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 75,913 | 4.13 | 3,435 | 11.63 | ||||
| 2025-08-06 | 13F | 安德拉·AP-丰登 | 458,400 | 175.65 | 20,743 | 195.43 | ||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 729,604 | 2.22 | 33 | 10.00 | ||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 10,855 | 6.32 | 491 | 13.92 | ||||
| 2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,288 | 1,959 | ||||||
| 2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 1,670 | 17.77 | 76 | 27.12 | ||||
| 2025-08-11 | 13F | 战略财富伙伴有限公司 | 573 | 26 | ||||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 101,700 | 125.50 | 4,602 | 141.65 | |||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 9,214 | 1.38 | 417 | 8.62 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 450,702 | 19.99 | 20 | 33.33 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 4,538 | 205 | ||||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 15,533 | 10.22 | 677 | 2.58 | ||||
| 2025-06-26 | NP | NYVTX - 戴维斯纽约风险基金 A 类 | 6,192,160 | 21.37 | 249,792 | 2.47 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 15,747 | 10.33 | 1 | |||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 111,474 | 22.13 | 5,044 | 30.91 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 20,500 | 866 | ||||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 32,400 | 155.12 | 1,368 | 125.21 | |||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 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 | 92,654 | 16.25 | 3,738 | -1.86 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 8,637 | 0.50 | 394 | 8.84 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 12,575 | 2.40 | 569 | 9.65 | ||||
| 2025-08-11 | 13F | 资本广场有限责任公司 | 23,367 | 41.22 | 1,102 | 57.74 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 262,484 | 3.21 | 11,442 | -4.07 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 8,674 | 392 | ||||||
| 2025-06-27 | NP | PCEQX - 胜利先锋股票收益基金C类 | 84,514 | 3,409 | ||||||
| 2025-07-09 | 13F | Lbmc 投资顾问有限公司 | 7,984 | 0.43 | 361 | 7.76 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 121,150 | 5,482 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 133,254 | 28.97 | 6,030 | 38.22 | ||||
| 2025-07-10 | 13F | 韦蒙特私人资本 | 22,121 | 13.72 | 1,046 | 42.12 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 155,539 | 0.60 | 7,038 | 7.81 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 63,097 | 12.45 | 2,855 | 20.51 | ||||
| 2025-08-08 | 13F | KBC 集团 | 247,924 | 15.59 | 11 | 22.22 | ||||
| 2025-08-11 | 13F | 兰达斯公司 /wi /adv | 7,377 | 0.63 | 334 | 7.74 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 514,178 | 16.82 | 23 | 27.78 | ||||
| 2025-08-06 | 13F | ZEGA 投资有限责任公司 | Call | 32,900 | 0.92 | 1,489 | 8.14 | |||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 193,666 | 2.96 | 8,763 | 10.35 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 108,352 | 3.36 | 4,371 | -12.74 | ||||
| 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 | 1,873,494 | 50.37 | 84,776 | 61.16 | ||||
| 2025-08-06 | 13F | ZEGA 投资有限责任公司 | 33,455 | 0.79 | 1,514 | 7.99 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 178,722 | 3.73 | 8,087 | 11.18 | ||||
| 2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 5,128 | 2.01 | 232 | 9.43 | ||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 54,734 | 0.60 | 2,478 | 7.83 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 58,300 | 1,658.67 | 2,638 | 1,569.62 | ||||
| 2025-08-05 | 13F | 吉尔伯特和库克公司 | 15,418 | 5.97 | 698 | 13.52 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 70,836 | 3,205 | ||||||
| 2025-07-14 | 13F | 银行与信托公司 | 4,854 | 38.73 | 220 | 48.98 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 130 | 5 | ||||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 535 | 24 | ||||||
| 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 | 108,705 | 6.67 | 4,385 | -9.94 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 119,059 | 1,351.41 | 5,387 | 1,456.94 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 288,982 | 4.96 | 13,076 | 12.49 | ||||
| 2025-08-07 | 13F | 比斯富尔默投资管理公司 | 4,689 | 212 | ||||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 35,555 | 1,609 | ||||||
| 2025-08-14 | 13F | 安盛公司 | 339,517 | 107.23 | 15,363 | 122.14 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 226,907 | 5.91 | 10,268 | 13.51 | ||||
| 2025-08-05 | 13F | 使命财富管理有限公司 | 22,899 | 23.69 | 1,036 | 32.65 | ||||
| 2025-08-06 | 13F | 西蒙斯银行 | 35,906 | 1.22 | 1,625 | 8.48 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 10,596,240 | 5.22 | 479,480 | 12.78 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 9,184 | 9.70 | 416 | 50.36 | ||||
| 2025-08-04 | 13F | 影响合伙财富有限责任公司 | 28,517 | 68.32 | 1,290 | 80.42 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 158,056 | 0.15 | 7,152 | 7.36 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 10,879 | 20.21 | 492 | 28.80 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 388 | 51.56 | 18 | 70.00 | ||||
| 2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 4,470 | 214 | ||||||
| 2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 282,676 | 21.52 | 12,791 | 30.24 | ||||
| 2025-07-24 | NP | FEQTX - 富达股票股息收入基金 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 | 3,409,400 | 6.02 | 148,616 | -1.47 | ||||
| 2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 2,619 | 0.04 | 119 | 7.27 | ||||
| 2025-05-23 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 3,566 | 94.97 | 162 | 107.69 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 2,222 | 0.18 | 101 | 7.53 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 5,396 | 0.17 | 244 | 7.49 | ||||
| 2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 6,787 | 0.21 | 307 | 7.72 | ||||
| 2025-07-23 | 13F | 北方财务顾问公司 | 5,033 | 5.03 | 228 | 12.38 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 8,929 | 9.13 | 404 | 17.10 | ||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 28 | 250.00 | 1 | |||||
| 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 | 1,136,168 | 22.58 | 45,833 | 3.50 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 561 | 19.87 | 25 | 31.58 | ||||
| 2025-06-24 | NP | JFLI - 摩根大通灵活收入ETF | 268 | 11 | ||||||
| 2025-08-13 | 13F | Wealthedge 投资顾问有限公司 | 7,333 | 35.20 | 332 | 44.54 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 8,998,542 | 21.38 | 407 | 30.03 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 475,133 | 2.96 | 21,500 | 10.35 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 11,000 | 83.33 | 0 | ||||
| 2025-08-25 | NP | MAINSTAY 基金信托副总裁 - MainStay 副总裁 MacKay S&P 500 指数投资组合初始类别 | 151,880 | 1.81 | 6,873 | 9.11 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 16,733 | 33.95 | 675 | 13.26 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 24,322 | 49.00 | 1,101 | 59.65 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 106,200 | 3.87 | 4,806 | 10.87 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Morningstar SMID 护城河焦点指数基金 (I) | 19,109 | 865 | ||||||
| 2025-07-30 | 13F | 战略价值银行合作伙伴有限责任公司 | 100,000 | 4,525 | ||||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 27,295 | 0.95 | 1,235 | 8.24 | ||||
| 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 | 190,900 | 50.02 | 7,701 | 26.64 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 41,361 | 24.15 | 1,872 | 33.07 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 1,344 | 204.76 | 59 | 190.00 | ||||
| 2025-08-06 | 13F | 南州公司 | 44,903 | 23.61 | 2,032 | 32.49 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 9,221 | 8.97 | 417 | 16.81 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 7,690 | 7.40 | 348 | 14.90 | ||||
| 2025-08-14 | 13F | 湾街资本有限责任公司 | 6,202 | 281 | ||||||
| 2025-08-26 | NP | TFNS - T. Rowe Price 金融 ETF | 3,410 | 154 | ||||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 66,811 | 485.45 | 3,023 | 528.48 | ||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 131,957 | 5,571 | ||||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 41,361 | 92.22 | 1,872 | 106.06 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 160,627 | 198.09 | 7 | 250.00 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 36,862 | 3.03 | 1,668 | 10.46 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 1,043 | 4.30 | 47 | 11.90 | ||||
| 2025-08-07 | 13F | FDx 顾问公司 | 7,659 | 4.19 | 0 | |||||
| 2025-06-30 | NP | 北极光基金信托 II - PeakShares 行业轮动 ETF | 2,700 | 31.71 | 118 | 21.88 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 银行基金可变年金 | 4,299 | 76.84 | 195 | 90.20 | ||||
| 2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 7,672 | 32.96 | 347 | 42.80 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 40,172 | 1,818 | ||||||
| 2025-08-13 | 13F | 第1832章 | 54,687 | 2,475 | ||||||
| 2025-06-17 | NP | 商业基金 - 中型价值基金股票 | 10,385 | 12.94 | 419 | -4.78 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 12,572 | 6.80 | 598 | 34.16 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 24,014 | 17.06 | 1 | |||||
| 2025-08-04 | 13F | 俄亥俄州 | 607,172 | 4.68 | 27,475 | 12.19 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | Call | 23 | ||||||
| 2025-07-15 | 13F | 聚焦财富管理公司 | 5,084 | 0.22 | 230 | 7.48 | ||||
| 2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 251 | 11 | ||||||
| 2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 17,785 | 39.25 | 805 | 49.17 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 77,296 | 24.31 | 3,498 | 31.66 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 132,107,712 | 6.33 | 5,977,874 | 13.97 | ||||
| 2025-07-15 | 13F | 林奇建筑事务所/ | 69,845 | 1.30 | 3,160 | 8.59 | ||||
| 2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 26,050 | 2.02 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 原子投资者有限合伙人 | 82,281 | 78.90 | 3,723 | 91.81 | ||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Put | 18,100 | 819 | |||||
| 2025-08-07 | 13F | 中西部信托公司 | 407,569 | 18,442 | ||||||
| 2025-08-14 | 13F | 石灰石投资顾问有限公司 | Call | 7,600 | 344 | |||||
| 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 | 300,250 | 5.49 | 13,088 | -1.96 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 11,834 | 4.58 | 535 | 12.16 | ||||
| 2025-08-12 | 13F | Oak Associates Ltd /哦/ | 20,000 | 905 | ||||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 21,403 | 5.74 | 968 | 13.35 | ||||
| 2025-07-30 | 13F | 舒尔霍夫公司 | 94,304 | 0.28 | 4,267 | 7.48 | ||||
| 2025-08-14 | 13F | FIL有限公司 | 34,382 | 28.14 | 1,556 | 37.37 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 11,002 | 4.59 | 498 | 11.94 | ||||
| 2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 71,108 | 5.15 | 3,218 | 12.68 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 20,296 | 0.88 | 918 | 8.13 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 16,836,068 | 26.41 | 762 | 35.41 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 72,200 | 16.77 | 3,267 | 10.48 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 237,800 | 4.45 | 10,760 | 11.94 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 56,824 | 12.10 | 2,477 | 4.16 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 1,126 | 14.08 | 51 | 21.95 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 6,192 | 6.72 | 280 | 14.75 | ||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 46,514 | 7.55 | 2,105 | 15.29 | ||||
| 2025-08-01 | 13F | 莫特利愚人财富管理有限责任公司 | 30,588 | 7.75 | 1,384 | 15.53 | ||||
| 2025-07-23 | 13F | 元素财富有限责任公司 | 5,087 | 0.51 | 230 | 7.98 | ||||
| 2025-08-14 | 13F | FJ资本管理有限公司 | 150,588 | 2.87 | 6,814 | 10.26 | ||||
| 2025-07-24 | NP | FAVAX - 富达顾问股票价值基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,946 | 0.10 | 1,741 | -6.95 | ||||
| 2025-08-13 | 13F | 韦斯特家族投资公司 | 9,017 | 69.27 | 408 | 82.14 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 351 | 38.19 | 16 | 50.00 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 7,152 | 17.38 | 324 | 25.68 | ||||
| 2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,452,231 | 0.72 | 139,263 | -14.97 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 217 | 9 | ||||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 74,980 | 5.18 | 3,393 | 12.73 | ||||
| 2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 7,640 | 1.11 | 346 | 8.15 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 76,824 | 53.57 | 3,476 | 64.58 | ||||
| 2025-06-30 | NP | NSFKX - Natixis 可持续未来 2050 基金 N 类 | 228 | 5.56 | 9 | -10.00 | ||||
| 2025-06-25 | NP | EICVX - EIC 价值基金 A 类 | 240,365 | 37.32 | 9,696 | 15.94 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 70,920,944 | 5.10 | 3,209,173 | 12.64 | ||||
| 2025-07-31 | 13F | 李丹纳巴斯公司 | 51,134 | 2.56 | 2,314 | 9.88 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 148 | 348.48 | 7 | 500.00 | ||||
| 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 | 712,886 | 1.29 | 28,758 | -14.48 | ||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 41,012 | 329.72 | 1,856 | 361.44 | ||||
| 2025-08-27 | NP | RYKIX - 银行基金投资者类别 | 19,487 | 3.64 | 882 | 11.10 | ||||
| 2025-07-25 | NP | SCHK - 嘉信 1000 指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 116,860 | 2.74 | 5,094 | -4.52 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 1,141 | 7.04 | 52 | 13.33 | ||||
| 2025-07-08 | 13F | 栽培资本公司 | 8,275 | 374 | ||||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 20,982 | 3.01 | 949 | 10.48 | ||||
| 2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 1,527,420 | 89.39 | 69,116 | 102.98 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 53,665 | 416.21 | 2,428 | 454.34 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 9,021 | 2.52 | 408 | 9.97 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 3,472,252 | 1,589.43 | 157,119 | 1,710.75 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 1,683 | 0.06 | 76 | 7.04 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 343 | 1,391.30 | 16 | |||||
| 2025-08-07 | 13F | 恩瓦姆有限公司 | 120,951 | 0.54 | 5,549 | 9.25 | ||||
| 2025-08-22 | NP | 基石总回报基金公司 | 31,800 | 30.33 | 1,439 | 39.61 | ||||
| 2025-08-14 | 13F | 自由金融合作伙伴有限责任公司 | 11,516 | 29.95 | 521 | 39.30 | ||||
| 2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 6,866 | 8.52 | 311 | 16.10 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 11,521 | 521 | ||||||
| 2025-08-12 | 13F | 国家信托银行 | 2,184 | 802.48 | 99 | 880.00 | ||||
| 2025-05-05 | 13F | 铸造合作伙伴有限责任公司 | 514,985 | 21,743 | ||||||
| 2025-08-14 | 13F | 两个西格玛证券有限公司 | 13,276 | 601 | ||||||
| 2025-08-04 | 13F | 现场和主要银行 | 24,183 | 1.36 | 1,094 | 8.64 | ||||
| 2025-06-26 | NP | FDMLX - 富达系列内在机会基金 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 | 414,100 | 21.08 | 16,705 | 2.23 | ||||
| 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 | 39,722 | 11.08 | 1,797 | 19.09 | ||||
| 2025-08-12 | 13F | 东京海洋资产管理有限公司 | 48,561 | 2.56 | 2,197 | 9.90 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 235,293 | 0.92 | 10,647 | 8.17 | ||||
| 2025-07-09 | 13F | 定义财富管理有限公司 | 10,866 | 1.31 | 492 | 8.63 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 427,700 | 0.11 | 19 | 11.76 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 108,827 | 7.70 | 4,924 | 15.42 | ||||
| 2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 220,040 | 0.49 | 9,957 | 7.69 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,283 | 1,295.61 | 963 | 1,237.50 | ||||
| 2025-08-26 | NP | XVOL - Acruence 主动对冲美国股票 ETF | 2,703 | 58.81 | 122 | 71.83 | ||||
| 2025-08-26 | NP | UDI - USCF 股息收入基金 | 1,502 | 9.56 | 68 | 17.54 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 36,388 | -170.93 | 1,647 | -176.03 | ||||
| 2025-06-27 | NP | EQWL - Invesco S&P 100 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 283,581 | 41.18 | 11,440 | 19.19 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 55,802 | 2.75 | 2,525 | 10.17 | ||||
| 2025-07-30 | NP | ENDW - Cambria 捐赠基金 ETF | 302 | 13 | ||||||
| 2025-08-05 | 13F | 塞博尔德资本管理公司 | 6,399 | 1.01 | 290 | 8.24 | ||||
| 2025-04-24 | 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 | 41,084,031 | 3.64 | 1,926,841 | -8.79 | ||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 107,679 | 4,872 | ||||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 209,801 | 21.74 | 9 | 28.57 | ||||
| 2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 76,396 | 116.40 | 3,457 | 131.95 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 6,404 | 290 | ||||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 6,087 | 9.46 | 275 | 17.52 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 687 | 31 | ||||||
| 2025-07-29 | 13F | 积极财富管理 | 814 | 846.51 | 37 | 1,100.00 | ||||
| 2025-07-16 | 13F | 远景资本管理公司 | 38,052 | 1.68 | 1,722 | 8.92 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 8,289 | 375 | ||||||
| 2025-05-30 | NP | FLDZ - RiverNorth Patriot ETF | 235 | 29.12 | 10 | 12.50 | ||||
| 2025-08-26 | NP | TVAL - T. Rowe 价格价值 ETF | 59,790 | 14.67 | 2,705 | 22.90 | ||||
| 2025-08-26 | NP | XUDV - 富兰克林美国股息乘数指数 ETF | 8,451 | 2,608.65 | 382 | 2,838.46 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 4,675 | 212 | ||||||
| 2025-08-05 | 13F | 西格玛规划公司 | 7,428 | 0.94 | 336 | 8.39 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 357,969 | 11.29 | 14,440 | -6.04 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 198 | 235.59 | 9 | 300.00 | ||||
| 2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 89,165 | 4,035 | ||||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 7 | 0 | ||||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 15,248 | 7.54 | 690 | 15.22 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 1,483,214 | 56.70 | 64,653 | 45.64 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 6,908 | 5.35 | 313 | 13.04 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 3,579 | 162 | ||||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 8,364 | 91.22 | 337 | 62.02 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 55,814 | 4.81 | 2,526 | 12.32 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 9,876,816 | 15.69 | 446,989 | 24.02 | ||||
| 2025-07-08 | 13F | SEED 规划集团有限责任公司 | 213,317 | 6.46 | 9,653 | 14.09 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 2,169 | 18.52 | 87 | 0.00 | ||||
| 2025-08-14 | 13F | 山顶控股公司 | 73,454 | 3.06 | 3,324 | 10.44 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 85,600 | 10.74 | 3,873 | 18.69 | |||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 8,966 | 3.55 | 406 | 10.96 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 26,200 | 113.01 | 1,186 | 128.32 | |||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 730,400 | 522.68 | 33,051 | 567.41 | |||
| 2025-08-13 | 13F | RW投资管理有限责任公司 | 50,110 | 0.20 | 2,267 | 7.39 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 50,074,252 | 1.77 | 2,265,860 | 9.07 | ||||
| 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 | 6,856 | 5.23 | 277 | -11.25 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 61,400 | 940.68 | 2,778 | 1,015.66 | |||
| 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 | 467,613 | 0.42 | 18,864 | -15.21 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 168,886 | 26.36 | 7,645 | 35.14 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 274,263 | 81.83 | 12,410 | 94.88 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 12,774 | 24.90 | 563 | 30.63 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 933,850 | 6.31 | 42,257 | 13.95 | ||||
| 2025-08-12 | 13F | 白松资本有限公司 | 10,799 | 0.70 | 489 | 7.96 | ||||
| 2025-08-27 | NP | GBVCX - 胜利先锋全球价值基金C类 | 1,774 | 21.67 | 80 | 31.15 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 266 | 5,220.00 | 12 | |||||
| 2025-08-29 | NP | 约翰汉考克对冲股票及收益基金 | 14,365 | 15.70 | 650 | 24.05 | ||||
| 2025-08-14 | 13F | 科布勒资本管理有限公司 | 4,574 | 204 | ||||||
| 2025-08-06 | 13F | OneAscent 财富管理有限责任公司 | 57,964 | 3 | ||||||
| 2025-07-15 | 13F/A | 吴咨询有限责任公司 | 4,867 | 0.16 | 220 | 7.32 | ||||
| 2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 812,165 | 25.76 | 36,750 | 34.79 | ||||
| 2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 13,186 | 2.51 | 597 | 9.76 | ||||
| 2025-08-11 | 13F | 卢卡斯山管理有限公司 | 16,457 | 745 | ||||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 2,442 | 63.78 | 94 | 62.07 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 272 | 0.74 | 12 | 9.09 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 5,495 | 0.92 | 249 | 8.30 | ||||
| 2025-08-07 | 13F | 拉弗投资公司 | 254,012 | 2,031.15 | 11,494 | 2,185.09 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 516,002 | 24.75 | 23,107 | 32.24 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 67,600 | 0.30 | 3,059 | 7.49 | |||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 27,875 | 22.30 | 1,261 | 31.08 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 25,724 | 2.56 | 1,164 | 9.92 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 6,703 | 6.96 | 321 | 21.59 | ||||
| 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 | 94 | 20.51 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Xponance公司 | 254,032 | 9.48 | 11,495 | 17.33 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 6,019 | 6.66 | 272 | 14.29 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 594,789 | 2.67 | 25,112 | -9.37 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 5,290 | 239 | ||||||
| 2025-08-14 | 13F | 采石场LP | 7,463 | 23.19 | 338 | 32.16 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 2,100 | 95 | |||||
| 2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 167,183 | 250.17 | 7,565 | 339.57 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 8,044 | 3.73 | 364 | 11.31 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 34,529 | 1,562 | ||||||
| 2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 169,000 | 0.60 | 8 | 0.00 | ||||
| 2025-05-23 | NP | FOVL - iShares 聚焦价值因子 ETF | 13,142 | 0.11 | 555 | -11.64 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 266,919 | 7.97 | 12 | 20.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 37,099 | 3.83 | 1,679 | 11.27 | ||||
| 2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 4,659 | 211 | ||||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 7,852 | 62.40 | 359 | 74.27 | ||||
| 2025-08-14 | 13F | 西托资本集团有限责任公司 | 15,000 | 1 | ||||||
| 2025-07-22 | 13F | 加速财富管理 | 6,997 | 0.63 | 317 | 7.85 | ||||
| 2025-07-09 | 13F | 沃尔夫财务管理有限公司 | 13,397 | 0.25 | 1 | |||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 905 | 2.84 | 41 | 8.11 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 4,101 | 0 | ||||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 545,396 | 1.57 | 24,679 | 8.86 | ||||
| 2025-07-22 | 13F | 西尔维娅·麦科尔财富管理有限公司 | 4,627 | 209 | ||||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 1,897,389 | 0.85 | 85,857 | 8.09 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 10,088 | 47.12 | 456 | 57.79 | ||||
| 2025-08-26 | NP | JUEAX - 摩根大通美国A级股票基金 | 5,405,595 | 1.23 | 244,603 | 8.50 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 31,907 | 54.34 | 1,444 | 65.48 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 838,998 | 9.00 | 36,572 | 1.30 | ||||
| 2025-08-28 | NP | SPLG - SPDR(R) 投资组合大盘 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,148,715 | 11.47 | 97,229 | 19.47 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 404,837 | 6.01 | 18,319 | 13.61 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 17,273 | 0.09 | 782 | 7.28 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 11,617 | 14.59 | 526 | 22.66 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通纪律股票基金 II 类 | 195,336 | 4.44 | 8,839 | 11.93 | ||||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 239,849 | 6.27 | 10,455 | -1.23 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 10,041,094 | 0.84 | 454,360 | 8.07 | ||||
| 2025-06-26 | NP | FLKSX - 富达低价股票K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 431,563 | 30.09 | 17,409 | 9.84 | ||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 362,362 | 4,217.43 | 8 | -97.74 | ||||
| 2025-04-29 | 13F | 佩森公司 | 7,078 | 224.38 | 299 | 186.54 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 125 | 127.27 | 6 | 150.00 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 44,224,567 | 2.03 | 2,001,162 | 9.35 | ||||
| 2025-08-11 | 13F | 派恩里奇顾问有限责任公司 | 639 | 446.15 | 29 | 600.00 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 54,566 | 3.18 | 2,496 | 10.49 | ||||
| 2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 4,416 | 202 | ||||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 23,940 | 1,044 | ||||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 14,809 | 474.44 | 670 | 688.24 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 14,019 | 12.87 | 634 | 20.99 | ||||
| 2025-07-30 | 13F | 布莱克利金融集团有限责任公司 | 48,113 | 0.98 | 2,177 | 8.25 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 107,807 | 1.97 | 4,879 | 9.30 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 50,783 | 68.25 | 2,298 | 80.30 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 32,981 | 0.75 | 1,492 | 7.96 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 16,608 | 2.28 | 752 | 9.64 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 346,656 | 1.32 | 15,686 | 8.59 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 40,112 | 1,815 | ||||||
| 2025-08-14 | 13F | 普拉纳资本管理有限合伙人 | 2,490,049 | 0.07 | 112,675 | 7.25 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 22,880 | 17.69 | 997 | 9.44 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 1,229 | 3.45 | 56 | 10.00 | ||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 130 | 73.33 | 6 | 66.67 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 7,387,388 | 2.30 | 334,279 | 9.64 | ||||
| 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 | 531,691 | 2.16 | 21,448 | -13.75 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 1,782 | 81 | ||||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 39,620 | 4.78 | 1,598 | -11.52 | ||||
| 2025-05-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 78,058 | 11.36 | 3,296 | -1.70 | ||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 50,731 | 0.26 | 2,296 | 7.44 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 23,322 | 1,055 | ||||||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 76,631 | 2.99 | 3,468 | 10.38 | ||||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 40,612 | 20.22 | 1,835 | 27.96 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 13,966 | 632 | ||||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 15,156 | 404.53 | 686 | 443.65 | ||||
| 2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 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 | 9,744 | 441 | ||||||
| 2025-08-07 | 13F | 英杰华公司 | 1,176,281 | 7.91 | 53,227 | 15.65 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 1,289 | 21.03 | 58 | 31.82 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 585,200 | 2.90 | 26 | 8.33 | ||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 411,493 | 7.93 | 16,600 | -8.88 | ||||
| 2025-07-15 | 13F | GSB 财富管理有限责任公司 | 4,994 | 4.04 | 226 | 11.39 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / 莫 / | 47,247 | 0.42 | 2,138 | 7.60 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 105,529 | 147.98 | 4,775 | 165.87 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 640,499 | 28,983 | ||||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 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 | 19,610 | 17.95 | 791 | -0.38 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 94,637 | 4,282 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 1,557 | 36.10 | 68 | 26.42 | ||||
| 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 | 49,246 | 16.41 | 2,228 | 24.75 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 20,422 | 0.55 | 924 | 7.82 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 7,011 | 0.30 | 317 | 7.46 | ||||
| 2025-07-10 | 13F | 斯托尔珀公司 | 48,055 | 0.04 | 2 | 0.00 | ||||
| 2025-07-17 | 13F | 西北财富管理有限公司 | 14,408 | 4.02 | 652 | 11.47 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 8,842 | 7.96 | 400 | 15.94 | ||||
| 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 | 425,678 | 0.37 | 17,172 | -15.26 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 61,513 | 2.94 | 2,783 | 10.35 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 10,950 | 19.13 | 495 | 27.58 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 845,908 | 0.28 | 34,124 | -15.33 | ||||
| 2025-07-25 | 13F | 全面清晰财富管理公司 | 25,491 | 88.99 | 1,153 | 78.76 | ||||
| 2025-07-10 | 13F | 瑞典银行 | 722,872 | 6.68 | 32,710 | 14.34 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 332,484 | 64.44 | 15,045 | 76.24 | ||||
| 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 | 10,945 | 27.61 | 442 | 7.82 | ||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 400 | 18 | ||||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 15,937 | 1.76 | 721 | 9.08 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 2,363,435 | 83.43 | 106,945 | 96.60 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 67,068 | 3,035 | ||||||
| 2025-08-27 | NP | PVFYX - 胜利先锋核心股票基金Y类 | 636,853 | 28,818 | ||||||
| 2025-07-09 | 13F | 渠道财富有限公司 | 6,045 | 274 | ||||||
| 2025-08-28 | NP | Horizon Funds - Centre American Select Equity Fund 投资者类别 | 164,968 | 7,465 | ||||||
| 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 | 788,990 | 1.23 | 34,392 | -5.91 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Call | 17,700 | 420.59 | 809 | -16.08 | |||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 22,315 | 15.94 | 1,010 | 24.26 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 168,530 | 27.87 | 7,626 | 37.04 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 341,656 | 0.20 | 15,460 | 7.38 | ||||
| 2025-07-29 | NP | VMVLX - Vanguard Mega Cap Value Index Fund 机构股票 | 866,417 | 10.38 | 37,767 | 2.59 | ||||
| 2025-08-11 | 13F | 斯莱格金融有限责任公司 | 67,261 | 3,044 | ||||||
| 2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 330 | 1.23 | 15 | 7.69 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 39,436 | 8.72 | 1,784 | 16.53 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 183,671 | 10.40 | 8 | 14.29 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 3,136 | 125.29 | 137 | 109.23 | ||||
| 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 | 191,602 | 8.12 | 8,352 | 0.48 | ||||
| 2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 294,219 | 0.19 | 13,313 | 7.38 | ||||
| 2025-07-24 | 13F | 科伦特资本管理公司 | 426,429 | 2.51 | 19,296 | 9.87 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 15,489 | 701 | ||||||
| 2025-08-25 | NP | LVHD - 美盛低波动高股息 ETF | 293,122 | 6.24 | 13,264 | 13.86 | ||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 28,972 | 37.56 | 1,169 | 16.10 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 50,484 | 2.89 | 2,284 | 10.28 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 495 | 4,400.00 | 22 | |||||
| 2025-08-26 | NP | FCFY - First Trust S&P 500 多元化自由现金流 ETF | 213 | 24.56 | 10 | 28.57 | ||||
| 2025-06-26 | NP | SJVCX - Steward 大盘价值基金 C 类 | 25,700 | 29.80 | 1,037 | 9.51 | ||||
| 2025-08-22 | NP | 基石战略价值基金公司 | 65,400 | 11.41 | 2,959 | 19.41 | ||||
| 2025-07-25 | 13F | 优点投资组合管理 | 102,950 | 4,658 | ||||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 84,582 | 236.68 | 3,827 | 261.04 | ||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 161 | 7 | ||||||
| 2025-08-21 | NP | MWMIX - VanEck Morningstar Wide Moat 基金 I 类 | 17,392 | 1.76 | 787 | 9.02 | ||||
| 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 | 547,122 | 19.17 | 24,757 | 27.72 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 126,505 | 58.78 | 5,724 | 70.21 | ||||
| 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 | 33,369 | 1.66 | 1,346 | -14.16 | ||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 5,885 | 30.26 | 340 | 78.95 | ||||
| 2025-08-22 | NP | DCUAX - DWS CROCI 美国基金 A 类 | 134,757 | 584.67 | 6,098 | 634.58 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 股票收益基金 (A) | 408,533 | 23.18 | 18,486 | 32.02 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 227,511 | 6.72 | 10,295 | 14.38 | ||||
| 2025-08-29 | 13F | 全面投资管理公司 | 938 | 42 | ||||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 56,370 | 43.52 | 2,551 | 53.80 | ||||
| 2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 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 | 9,980 | 452 | ||||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 275,501 | 2.04 | 12,466 | 9.36 | ||||
| 2025-08-14 | 13F | 人民币资本管理有限公司 | 52,609 | 65.69 | 2,407 | 77.43 | ||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 45,410 | 10.40 | 2,055 | 18.32 | ||||
| 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 | 742 | 11.58 | 30 | -6.45 | ||||
| 2025-07-25 | 13F | 劳森·克鲁克投资管理公司/ne | 46,109 | 0.54 | 2,086 | 7.75 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 7,184 | 21.39 | 325 | 30.52 | ||||
| 2025-08-06 | 13F | 神剑管理公司 | 10,604 | 2.66 | 480 | 9.86 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 196,059 | 4.19 | 8,872 | 11.67 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 9,394 | 425 | ||||||
| 2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,891,663 | 0.58 | 126,048 | -6.52 | ||||
| 2025-07-18 | 13F | 中西部金融集团有限责任公司 | 33,651 | 2.75 | 1,523 | 10.13 | ||||
| 2025-04-25 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 13,542 | 165.84 | 635 | 125.98 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 55,226 | 16.67 | 2 | 100.00 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 33,459 | 3.55 | 1,514 | 11.00 | ||||
| 2025-07-22 | 13F | 红门财富管理有限责任公司 | 6,872 | 23.38 | 311 | 31.91 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 10,832 | 3.82 | 490 | 11.36 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 40,190 | 2.13 | 1,819 | 9.45 | ||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 302 | 1.34 | 14 | 8.33 | ||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 122,276 | 1.51 | 6 | 0.00 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 24,438 | 9.79 | 1,106 | 17.68 | ||||
| 2025-08-26 | NP | PRISX - T. Rowe Price 金融服务基金公司 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 | 710,800 | 29.68 | 32,164 | 38.99 | ||||
| 2025-08-13 | 13F | 金融复仇者公司 | 464 | 1.31 | 21 | 5.26 | ||||
| 2025-07-21 | 13F | DMKC 咨询服务有限公司 | 118,635 | 34.65 | 5,364 | 44.21 | ||||
| 2025-08-14 | 13F | 财务咨询服务公司 | 18,151 | 3.79 | 821 | 11.25 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 7,963 | 18.23 | 360 | 26.76 | ||||
| 2025-06-30 | NP | XRMI - Global X S&P 500 风险管理收益 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,618 | 23.89 | 65 | 4.84 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 7,499 | 18.71 | 339 | 27.44 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 62,934 | 1.62 | 2,848 | 8.91 | ||||
| 2025-07-24 | NP | FEIAX - 富达顾问股票收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,151,800 | 11.70 | 50,207 | 3.81 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 19,474 | 3.28 | 881 | 10.68 | ||||
| 2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 272,949 | 3.47 | 12,351 | 10.89 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 34,756 | 1.05 | 1,573 | 8.26 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 212 | 10 | ||||||
| 2025-05-28 | NP | VSLU - 应用金融估值大盘 ETF | 1,435 | 4.36 | 61 | -7.69 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,552 | 23.67 | 70 | 34.62 | ||||
| 2025-08-07 | 13F | 毕马威资本有限责任公司 | 62,437 | 15.04 | 2,825 | 23.31 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 28,615 | 243.31 | 1,304 | 267.04 | ||||
| 2025-06-26 | NP | FEKFX - 富达股票收益 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,200 | 6.91 | 1,622 | -9.74 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 3,040 | 6.03 | 138 | 13.22 | ||||
| 2025-07-25 | 13F | MOKAN 财富管理有限公司 | 14,984 | 13.22 | 678 | 21.33 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 784,664 | 52.52 | 35,506 | 63.47 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 55 | 2 | ||||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 40,563 | 15.15 | 1,768 | 7.02 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 486,248 | 0.11 | 23,012 | 3.17 | ||||
| 2025-07-28 | 13F | 费曼集团有限责任公司 | 352 | 1.15 | 16 | -5.88 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 332 | 13 | ||||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 3,422 | 0.12 | 155 | 6.94 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 14,098 | 3.08 | 638 | 10.40 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 4,072,136 | 11.39 | 184,264 | 19.38 | ||||
| 2025-07-28 | NP | ICAP - InfraCap 股票收益基金 ETF | 18,513 | 42.52 | 807 | 32.35 | ||||
| 2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 39,350 | 1.58 | 1,587 | 0.89 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 1,631,379 | 0.65 | 73,820 | 7.87 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 29,578 | 1.10 | 1,338 | 8.34 | ||||
| 2025-07-28 | NP | SPXV - 标准普尔 500 前医疗保健 ETF | 1,020 | 7.03 | 44 | 0.00 | ||||
| 2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 8,211 | 372 | ||||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 8,009 | 20.00 | 362 | 28.83 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 5,405,051 | 16.06 | 218,040 | -2.01 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 1,902,076 | 0.78 | 86,069 | 8.02 | ||||
| 2025-08-14 | 13F | 基础设施资本顾问有限公司 | 18,513 | 42.52 | 838 | 52.74 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 69,910 | 11.95 | 3,163 | 19.99 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 8,560,506 | 10.72 | 387,363 | 18.67 | ||||
| 2025-07-14 | 13F | 福斯特集团有限公司 | 6,942 | 22.05 | 314 | 30.83 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 30,308 | 785.42 | 1 | |||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 228,300 | 17.50 | 10,331 | 25.93 | |||
| 2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 7,090 | 7.59 | 321 | 15.11 | ||||
| 2025-06-26 | NP | DFLV - 维度美国大盘价值 ETF | 228,692 | 39.37 | 9,225 | 17.67 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 67,143 | 12.47 | 3,019 | 19.76 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 10,427 | 24.96 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 12,522 | 0.04 | 567 | 7.20 | ||||
| 2025-08-11 | 13F | 绍克投资顾问公司 | 55,746 | 2,523 | ||||||
| 2025-07-31 | 13F | 阿斯彭资本管理有限公司 | 237,205 | 0.00 | 10,734 | 7.18 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 3,518,368 | 7.50 | 159,206 | 15.21 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 37,868 | 122.58 | 2 | |||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 94,571 | 4 | ||||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,243,311 | 8.59 | 97,786 | 0.93 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 145,100 | 38.06 | 6,566 | 47.96 | |||
| 2025-08-26 | NP | LST——Leuthold 精选行业 ETF | 3,646 | 165 | ||||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 9,279 | 842.03 | 420 | 921.95 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 65,365 | 0.78 | 2,637 | -14.94 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 34,676 | 5.78 | 1,569 | 13.45 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 68,482 | 19.32 | 3,172 | 38.45 | ||||
| 2025-04-24 | 13F | 太平洋环球投资管理公司 | 15,979 | 20.95 | 675 | 6.81 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 151,091 | 1.13 | 6,095 | -14.61 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 36,632,410 | 1.26 | 1,650,305 | 8.40 | ||||
| 2025-08-05 | 13F | 大中西部金融集团有限责任公司 | 7,596 | 1.63 | 344 | 8.89 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 176,350 | 12.90 | 7,114 | -4.69 | ||||
| 2025-06-25 | NP | DIVB - iShares 美国股息和回购 ETF | 53,147 | 45.18 | 2,144 | 22.53 | ||||
| 2025-07-24 | NP | KDHAX - DWS CROCI 股票股息基金 A 类 | 454,976 | 189.83 | 19,832 | 169.38 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 697 | 0.87 | 32 | 6.90 | ||||
| 2025-08-21 | 13F | Pathway 财务顾问有限公司 | 27,321 | 8.18 | 1,236 | 15.95 | ||||
| 2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 120,441 | 11.71 | 5,450 | 19.73 | ||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 15,114 | 113.11 | 684 | 128.43 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 30,143 | 17.73 | 1,364 | 26.20 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 14,793 | 21.59 | 669 | 30.41 | ||||
| 2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 1,732 | 4.72 | 78 | 13.04 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 8,273 | 34.15 | 374 | 43.85 | ||||
| 2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 14,826 | 671 | ||||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 6,414 | 290 | ||||||
| 2025-08-14 | 13F | 顾问操作系统有限责任公司 | 7,017 | 5.36 | 318 | 12.81 | ||||
| 2025-08-13 | 13F | 洛伊特霍尔德集团有限公司 | 91,347 | 4,133 | ||||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 40,545 | 19.59 | 1,835 | 28.16 | ||||
| 2025-08-20 | NP | QCELX - AQR 大盘多风格基金 I 类 | 34,270 | 1,551 | ||||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 763,279 | 11.86 | 34,538 | 19.89 | ||||
| 2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 101,585 | 1.87 | 4,597 | 9.19 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 1,087 | 3.33 | 46 | -10.00 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 217,300 | 4.01 | 9,833 | 11.47 | ||||
| 2025-06-26 | NP | FLCSX - 富达大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 749,194 | 2.43 | 30,222 | -13.52 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 25,110 | 1 | ||||||
| 2025-08-26 | NP | QLMMIX - ClearBridge 可变中盘投资组合 I 类 This fund is a listed as child fund of Clearbridge, 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 | 86,700 | 6.38 | 3,923 | 14.04 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 790,574 | 0.62 | 35,773 | 7.84 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 41,873 | 61.17 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 1,464,564 | 138.26 | 66,272 | 155.36 | ||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 10,060 | 10.92 | 455 | 19.11 | ||||
| 2025-07-15 | 13F | 马塞科律师事务所 | 244 | 11 | ||||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 19,052 | 62.05 | 804 | 43.06 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 112 | 33.33 | 5 | 25.00 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 15,226 | 9.10 | 643 | -3.75 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 383 | 14.67 | 17 | 6.67 | ||||
| 2025-08-01 | 13F | 瑞穗市场开曼有限合伙人 | 787,030 | 35,613 | ||||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 46,214 | 2.01 | 2,091 | 9.36 | ||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 8,700 | 25.25 | 394 | 34.13 | ||||
| 2025-07-23 | 13F | 阿贝尔霍尔有限责任公司 | 6,573 | 297 | ||||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,911 | 176.17 | 539 | 195.60 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 4,591 | 208 | ||||||
| 2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 11,925,300 | 3.89 | 481,067 | -12.29 | ||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 126,513 | 5.07 | 5,725 | 12.61 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 67,846 | 4.99 | 3,070 | 12.54 | ||||
| 2025-08-28 | NP | GQHPX - GQG 合作伙伴美国优质股息收益基金投资者股份 | 84,624 | 3,829 | ||||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 2,165 | 36.42 | 87 | 16.00 | ||||
| 2025-07-29 | 13F | 艾尔顾问有限公司 | 23,891 | 3.46 | 1,081 | 10.99 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 30,971 | 164.33 | 1,401 | 183.60 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 155,090 | 0.01 | 7,018 | 7.18 | ||||
| 2025-08-26 | NP | OEF - iShares S&P 100 ETF | 855,157 | 10.56 | 38,696 | 18.49 | ||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 8,047 | 14.16 | 364 | 22.56 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 1,365,229 | 9.09 | 61,777 | 16.91 | ||||
| 2025-07-29 | NP | FEGE-First Eagle全球股票ETF | 34,060 | 175.21 | 1,485 | 155.86 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 107,734 | 359.15 | 4,875 | 392.32 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 6,310 | 1.87 | 255 | -13.90 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 23,541 | 2.13 | 1,065 | 9.46 | ||||
| 2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 7,806 | 29.86 | 353 | 39.53 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 572,801 | 1.01 | 25,919 | 8.26 | ||||
| 2025-07-28 | 13F | 花岗岩集团顾问有限公司 | 56,422 | 2.75 | 2,553 | 10.14 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 55,242 | 1,287.99 | 2 | |||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 56,611 | 9.68 | 2,562 | 17.53 | ||||
| 2025-08-25 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 82,000 | 21.66 | 3,710 | 30.40 | ||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 1,466,785 | 0.93 | 66,372 | 8.17 | ||||
| 2025-07-18 | 13F | 精准财富策略有限责任公司 | 16,856 | 25.73 | 763 | 34.63 | ||||
| 2025-08-14 | 13F | 长荣资本管理有限公司 | 24,382 | 34.57 | 1,115 | 44.24 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 5,358 | 5.39 | 242 | 13.08 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 347,004 | 45.66 | 15,702 | 56.10 | ||||
| 2025-08-27 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,360 | 142.13 | 1,691 | 129.00 | ||||
| 2025-04-01 | NP | LYLD – Cambria 大型股股东收益 ETF | 6,258 | 162.50 | 299 | 160.00 | ||||
| 2025-08-27 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 7,687 | 4.44 | 348 | 11.94 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 2,600 | 44.44 | 118 | 42.68 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 13,799,392 | 0.86 | 624,422 | 8.10 | ||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 55,693 | 66.51 | 2,520 | 78.47 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 18,697 | 0.14 | 815 | -6.86 | ||||
| 2025-07-29 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 280,533 | 59.08 | 12,228 | 47.86 | ||||
| 2025-06-27 | NP | SMRI - Bushido Capital 美国股票 ETF | 195,139 | 7,872 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 319,512 | 14 | ||||||
| 2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 3,217 | 22.69 | 146 | 31.82 | ||||
| 2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 16,037 | 0.58 | 726 | 7.73 | ||||
| 2025-08-14 | 13F | 美世全球顾问公司 /adv | 184,035 | 0.74 | 8,328 | 7.96 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 468 | 2.86 | 21 | 10.53 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 64,756 | 733.41 | 2,930 | 793.29 | ||||
| 2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 42,080 | 3.57 | 1,904 | 11.02 | ||||
| 2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | 57,175 | 2,587 | ||||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 97,575 | 7.54 | 4,415 | 15.27 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 7,810 | 677.11 | 35,340 | 732.90 | |||
| 2025-08-12 | 13F | 波士顿研究与管理公司 | 98,039 | 5.31 | 4 | 33.33 | ||||
| 2025-07-29 | 13F | 阿里斯顿服务集团 | 4,582 | 207 | ||||||
| 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 | 465,804 | 55.92 | 18,791 | 31.64 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 483,692 | 36.17 | 21,887 | 45.95 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 3,893 | 3.81 | 17,616 | 11.26 | |||
| 2025-08-01 | 13F | 汽车所有者保险公司 | 625,000 | 1,760.23 | 28,281 | 250.36 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 2,400 | 0 | ||||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 162,438 | 9.54 | 7,350 | 17.41 | ||||
| 2025-07-16 | 13F | 西尔维斯特顾问有限责任公司 | 11,442 | 2.90 | 518 | 10.23 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 338 | 193.91 | 15 | 275.00 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 1,017 | 39.89 | 43 | 23.53 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 1,422,000 | 0.23 | 64,346 | 7.43 | ||||
| 2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 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 | 304,554 | 22.86 | 13,781 | 31.69 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 4,685 | 214 | ||||||
| 2025-08-11 | 13F | 交响金融有限公司 | 64,589 | 2,925 | ||||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 11,356 | 18.84 | 514 | 27.30 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 100,636 | 0.24 | 4,060 | -15.37 | ||||
| 2025-07-09 | 13F | 山地资本有限责任公司 | 4,506 | 204 | ||||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 13,293 | 66.62 | 602 | 78.87 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 102,084 | 5.84 | 4,450 | -1.64 | ||||
| 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 | 8,893,392 | 17.37 | 387,663 | 9.09 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 151,325 | 32.92 | 6,104 | 12.23 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 4,792 | 7.25 | 0 | |||||
| 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 | 189,853 | 0.16 | 8,591 | 7.35 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 245,889 | 38.22 | 11,135 | 48.25 | ||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 193 | 80.37 | 9 | 125.00 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 274,841 | 2.00 | 11,087 | -13.88 | ||||
| 2025-08-12 | 13F | 里士满投资服务有限公司 | 10,519 | 102.52 | 476 | 117.35 | ||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 9,759 | 5.18 | 454 | 31.30 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 415 | 19 | ||||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 12,306 | 17.26 | 557 | 25.51 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 143,269,275 | 1.44 | 6,482,935 | 8.72 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 1,800 | 81 | ||||||
| 2025-07-22 | 13F | 达文波特有限公司 | 201,621 | 2.89 | 9,123 | 10.27 |
