机构和基金投资人持股 - 买家
在硕腾公司中开设新头寸的主要持有者包括 莫尔投资管理有限公司, FVD - 第一信托价值线股息指数基金, Glenmede投资管理有限公司, 边境到海岸养老金合伙有限公司, 施瓦茨投资顾问公司, AVLV - Avantis 美国大盘价值 ETF, Summit Partners 公共资产管理有限公司, 韦奇伍德合伙公司, 中西部信托公司, PGRNX - Pax 全球环境市场基金投资者类别, CZMVX - 多经理价值策略基金机构类, AVEGX - 万福玛利亚成长基金, 萨拉托加研究与投资管理, AVEDX - 万福玛利亚股息上涨基金, ARTRX - Artisan 全球机会基金投资者股票, 康帕斯资本管理公司, EVTMX - Eaton Vance Dividend Builder Fund A 类, 威尔逊资产管理（国际）有限公司, GXXAX - 安本美国多股股票基金（原安本美国股票基金）A 类, 和 CVFCX - 先锋纪律价值基金：A 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Versor投资有限公司 | 3,436 | 536 | ||||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 12,488 | 45.36 | 1,947 | 37.69 | ||||
| 2025-07-15 | 13F | 帆船资本集团有限公司 | 12,365 | 7.67 | 1,928 | 2.01 | ||||
| 2025-08-07 | 13F | LFA - 卢加诺财务顾问公司 | 1,027 | 2.70 | 160 | -3.05 | ||||
| 2025-06-30 | NP | AIM 投资基金（INVESCO 投资基金）- Invesco Oppenheimer 全球配置基金 R 级 | 785 | 48.39 | 123 | 35.56 | ||||
| 2025-04-28 | NP | DFDPX - DF Dent Premier 成长基金 | 24,981 | 35.17 | 4,113 | 36.60 | ||||
| 2025-08-08 | 13F | 比昂多投资顾问有限责任公司 | 18,067 | 0.31 | 2,818 | -4.99 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Call | 18,600 | 10.71 | 2,901 | 4.84 | |||
| 2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 53,990 | 1.55 | 8,420 | -3.83 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 56,227 | 213.56 | 8,769 | 197.02 | ||||
| 2025-06-24 | NP | SWLVX - 嘉信美国大盘价值指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,539 | 2.01 | 397 | -6.59 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 1,815 | 10.27 | 284 | 0.71 | ||||
| 2025-08-06 | 13F | 大西洋联合银行股份公司 | 61,227 | 872.32 | 9,548 | 821.62 | ||||
| 2025-08-26 | NP | GDMYX - 机构防御性市场策略基金 | 29,537 | 4,606 | ||||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 2,358 | 0.68 | 368 | -4.68 | ||||
| 2025-07-14 | 13F | 边境到海岸养老金合伙有限公司 | 215,755 | 34 | ||||||
| 2025-06-27 | NP | AIM国际互惠基金（INVESCO INTERNATIONAL MUTUAL FUNDS）——景顺奥本海默全球基金C类 | 146,824 | 54.09 | 22,963 | 41.02 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 367,390 | 4.00 | 57,295 | -1.50 | ||||
| 2025-08-12 | 13F | Rbo & Co 有限责任公司 | 111,432 | 0.71 | 17,378 | -4.61 | ||||
| 2025-07-29 | 13F | Arista 财富管理有限责任公司 | 3,228 | 503 | ||||||
| 2025-08-01 | 13F | 莫特科 | 58,430 | 7.44 | 8,519 | -4.86 | ||||
| 2025-06-23 | NP | 规模 - iShares Edge MSCI 美国规模因子 ETF | 3,248 | 6.84 | 508 | -2.31 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 9,890 | 58.14 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 106,035 | 32.94 | 16,528 | 25.86 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 26 | 4 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 7,428 | 1.99 | 1,158 | -3.42 | ||||
| 2025-08-28 | NP | SCLZ-天鹅增强股息收入ETF | 1,083 | 27.11 | 169 | 20.00 | ||||
| 2025-08-22 | NP | MSFAX - 全球特许经营组合 I 级 | 413,986 | 213.73 | 64,561 | 197.16 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 64,297 | 249.92 | 10,027 | 231.47 | ||||
| 2025-07-29 | NP | SXQG-6经络优质增长ETF | 5,860 | 988 | ||||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 77,741 | 4.88 | 12,124 | -0.66 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 21,881 | 7.52 | 3,412 | 1.85 | ||||
| 2025-08-14 | 13F | 韦奇伍德合伙公司 | 123,343 | 18,725 | ||||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 41 | 127.78 | 6 | 200.00 | ||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 15 | 2 | ||||||
| 2025-07-03 | 13F | 信托金融集团有限责任公司 | 1,922 | 18.50 | 306 | 28.15 | ||||
| 2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 4,704 | 734 | ||||||
| 2025-03-25 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 38,841 | 10.10 | 6,638 | 5.23 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 13,224 | 35.23 | 2,230 | 36.33 | ||||
| 2025-07-29 | 13F | VELA 投资管理有限公司 | Put | 6,000 | 936 | |||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 19,616 | 61.08 | 3,059 | 52.57 | ||||
| 2025-07-29 | 13F | VELA 投资管理有限公司 | 14,827 | 16.04 | 2,312 | 9.94 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 5,658 | 17.02 | 882 | 10.80 | ||||
| 2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 3,872 | 11.59 | 604 | 5.60 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 4,434 | 0.57 | 691 | -4.69 | ||||
| 2025-08-11 | 13F | 授权基金有限责任公司 | 13,163 | 16.56 | 2,053 | 10.38 | ||||
| 2025-08-27 | NP | LITMAN GREGORY FUNDS TRUST - Polen Capital 全球增长 ETF | 37,472 | 23.06 | 5,844 | 16.56 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 32,234 | 2.45 | 5,027 | -2.97 | ||||
| 2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 1,432 | 223 | ||||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 3,865 | 2.66 | 603 | -2.75 | ||||
| 2025-07-28 | NP | AVLVX - Avantis 美国大型价值基金机构类别 | 24,752 | 4,174 | ||||||
| 2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 6,115 | 12.35 | 954 | 6.36 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 58 | 13.73 | 0 | |||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 1,428 | 10.70 | 0 | |||||
| 2025-08-11 | 13F | 特劳布资本管理有限公司 | 100 | 16 | ||||||
| 2025-08-01 | 13F | 利普和道尔顿 | 8,140 | 0.63 | 1 | 0.00 | ||||
| 2025-07-25 | NP | LRGC - AB 美国大盘战略股票 ETF | 13,395 | 7.01 | 2,259 | 7.88 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | 188,383 | 15.34 | 29,380 | 9.26 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 236 | 0.43 | 37 | -5.26 | ||||
| 2025-08-11 | 13F | 伯克利公司 | 43,545 | 68.32 | 6,791 | 59.43 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 460 | 32.18 | 72 | 20.34 | ||||
| 2025-04-01 | NP | HYLG - Global X 医疗保健备兑看涨期权和成长 ETF | 140 | 26.13 | 24 | 21.05 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 7,059 | 25.23 | 1,162 | 26.58 | ||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 7,957 | 19.69 | 1,241 | 13.35 | ||||
| 2025-07-09 | 13F | 韦林尼奇资产管理有限公司 | 3,073 | 0.99 | 479 | -4.39 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 30,959 | 2.29 | 4,828 | -3.11 | ||||
| 2025-07-28 | NP | Invesco 交易所交易基金信托 II - Invesco S&P 500 High Dividend Growers ETF | 182 | 237.04 | 31 | 233.33 | ||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 15,432 | 2,407 | ||||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 105 | 22.09 | 16 | 14.29 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 5,624 | 6.90 | 877 | 1.15 | ||||
| 2025-06-26 | NP | TILIX - TIAA-CREF 大盘成长指数基金机构类别 | 205,252 | 2.09 | 32,101 | -6.57 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 104,230 | 17,576 | ||||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-06-27 | NP | SPHQ - Invesco S&P 500 优质 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 529,835 | 12.70 | 82,866 | 3.14 | ||||
| 2025-06-26 | NP | FSPGX - 富达大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 442,306 | 6.95 | 69,177 | -2.12 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 29,284 | 29.47 | 4,573 | 23.96 | ||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 2,617 | 6.21 | 408 | 0.74 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 3,902 | 4.33 | 609 | -1.14 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 4,104 | 24.25 | 640 | 17.86 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 1,967 | 2.08 | 307 | -3.47 | ||||
| 2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 2,309 | 1.41 | 360 | -3.74 | ||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | 41,239 | 96.65 | 6,431 | 86.30 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 1,441 | 225 | ||||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 402,029 | 10.32 | 62,707 | 4.63 | ||||
| 2025-07-09 | 13F | 斯托克斯资本顾问有限责任公司 | 31,289 | 10.59 | 4,880 | 4.74 | ||||
| 2025-08-29 | NP | BLUEX - AMG 经理布兰迪万蓝色基金 I 级 | 13,617 | 84.56 | 2,124 | 74.88 | ||||
| 2025-08-14 | 13F | 股息资产资本有限公司 | 46,393 | 6.27 | 7,235 | 0.65 | ||||
| 2025-07-14 | 13F | 萨尔维斯财富管理有限责任公司 | 4,005 | 0.70 | 625 | -4.59 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 1,243 | 194 | ||||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 14,378 | 292.63 | 2,242 | 276.17 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 4,087 | 14.58 | 637 | 8.52 | ||||
| 2025-05-22 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 光通信株式会社 | 7,544 | 1,176 | ||||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 8,889,680 | 46.56 | 1,386,346 | 38.82 | ||||
| 2025-08-05 | 13F | GHP 投资顾问公司 | 2,943 | 152.40 | 459 | 140.31 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 聚焦股票基金 II 类 | 22,871 | 3,567 | ||||||
| 2025-08-12 | 13F | 新常春藤资本管理公司 | 15,836 | 270.87 | 2,470 | 251.21 | ||||
| 2025-05-27 | NP | FTCS - First Trust Capital Strength ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,022,309 | 168,323 | ||||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 5,174,732 | 21.68 | 806,999 | 15.25 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 89,363 | 13.72 | 15,069 | 14.66 | ||||
| 2025-08-07 | 13F | 未来基金有限责任公司 | 4,537 | 15.36 | 708 | 9.27 | ||||
| 2025-08-14 | 13F | Potomac 基金管理公司 /adv | 1,743 | 8.60 | 264 | 12.34 | ||||
| 2025-06-18 | NP | NMFAX - 全国动态美国成长基金 A 类 | 11,374 | 4.01 | 1,779 | -4.82 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -1,828 | -34.69 | -285 | -38.04 | |||
| 2025-07-09 | 13F | Krilogy金融有限责任公司 | 17,738 | 49.39 | 2,766 | 41.48 | ||||
| 2025-08-18 | 13F | 雷克斯福德资本公司 | 1,060 | 165 | ||||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 2,966 | 4.92 | 488 | 6.09 | ||||
| 2025-07-28 | NP | MSLC - 摩根士丹利 Pathway 大盘股 ETF | 74,824 | 10.81 | 12,618 | 11.72 | ||||
| 2025-06-26 | NP | ACVF - 美国保守价值 ETF | 1,085 | 1.88 | 170 | -7.14 | ||||
| 2025-08-15 | 13F | 龙骨点有限责任公司 | 5,490 | 0.05 | 856 | -5.20 | ||||
| 2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 423,481 | 0.70 | 66,042 | -4.62 | ||||
| 2025-07-30 | 13F | 皮腾格与安德森公司 | 124,335 | 4.79 | 19,390 | -0.74 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 282,647 | 4.90 | 44,079 | -0.64 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 3,032 | 51.15 | 473 | 43.03 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 88,228 | 1.92 | 13,759 | -3.46 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 13,302 | 2,074 | ||||||
| 2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 686 | 23.60 | 116 | 25.00 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 38,748 | 1.78 | 6,043 | -3.61 | ||||
| 2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 15,329 | 10.45 | 2,585 | 11.33 | ||||
| 2025-07-23 | 13F | RMG财富管理有限责任公司 | 488 | 72 | ||||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value 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 | 1,052 | 108.73 | 173 | 110.98 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 318,969 | 114.91 | 49,743 | 124.79 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 11,081,301 | 0.87 | 1,721,356 | -4.56 | ||||
| 2025-07-30 | 13F | 克林曼联合有限责任公司 | 1,370 | 1.03 | 214 | -4.48 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 545,448 | 43.16 | 85,063 | 35.59 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 619 | 8.98 | 97 | 3.23 | ||||
| 2025-08-13 | 13F | 米罗娃 | 63,170 | 102.33 | 9,851 | 91.65 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 85,842 | 153.09 | 13,387 | 139.74 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 5,296 | 39.19 | 826 | 31.79 | ||||
| 2025-08-27 | NP | MSEFX - Litman Gregory Masters 股票基金机构类 | 16,080 | 185.92 | 2,508 | 171.03 | ||||
| 2025-08-14 | 13F | 地平线投资有限责任公司 | 14,993 | 24.23 | 2,330 | 17.68 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 35,922 | 60.60 | 6 | 66.67 | ||||
| 2025-07-28 | 13F | 国际金融公司顾问有限公司 | 6,045 | 0.68 | 943 | -4.66 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 26,951 | 63.83 | 4,203 | 55.21 | ||||
| 2025-08-14 | 13F | Summit Partners 公共资产管理有限公司 | Put | 145,000 | 22,613 | |||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 47,369 | 9.94 | 7,409 | 0.61 | ||||
| 2025-08-12 | 13F | 企业金融服务公司 | 2,645 | 1.15 | 412 | -4.19 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 32,931 | 10.70 | 5,136 | 4.86 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 89,877 | 12.20 | 14,010 | 6.24 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 2,352 | 43.94 | 368 | 31.54 | ||||
| 2025-07-08 | 13F | 五重奏私人银行（欧洲）SA | 4,954 | 2.48 | 773 | -2.89 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 267,387 | 4.45 | 41,699 | -1.07 | ||||
| 2025-07-29 | NP | CVFCX - 先锋纪律价值基金：A 类 | 36,287 | 6,119 | ||||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 2,379 | 371 | ||||||
| 2025-08-04 | 13F | 三角帆信托基金 | 1,823 | 37.07 | 284 | 30.28 | ||||
| 2025-08-25 | NP | 伊顿万斯风险管理多元化股票收益基金 | 41,725 | 26.39 | 6,507 | 19.72 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 奥本海默全球股票投资组合 B 类 | 18,098 | 55.48 | 2,822 | 47.29 | ||||
| 2025-08-07 | 13F | 康帕斯资本管理公司 | 60,082 | 9,370 | ||||||
| 2025-08-12 | 13F | 地平线金融服务有限公司 | 24 | 71.43 | 4 | 50.00 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 181,230 | 28,263 | ||||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 284,888 | 44,428 | ||||||
| 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 | 3,283 | 5.46 | 554 | 6.35 | ||||
| 2025-06-30 | NP | EGLE - Global X 标准普尔 500 美国收入领先者 ETF | 39 | 6 | ||||||
| 2025-08-07 | 13F | 高斯资本有限责任公司 | 17,301 | 4.89 | 2,698 | -0.63 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 3,409 | 53.01 | 532 | 45.08 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 1,173 | 6.73 | 183 | 1.11 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 1,434 | 224 | ||||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 8,383 | 5.99 | 1,307 | 0.38 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 86,506 | 0.89 | 13,489 | -4.43 | ||||
| 2025-07-24 | NP | USCL - iShares 气候意识与转型 MSCI 美国 ETF | 30,851 | 7.08 | 5,202 | 7.97 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 367,052 | 91.00 | 57 | 83.87 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 130,722 | 3.64 | 20,386 | -1.83 | ||||
| 2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 7,556 | 1,178 | ||||||
| 2025-07-08 | 13F | 爱华顾问有限公司 | 1,677 | 11.58 | 262 | 5.67 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 7,973 | 17.75 | 1,243 | 11.58 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 819 | 88.71 | 128 | 72.97 | ||||
| 2025-08-04 | 13F | 阿卡迪奥斯财富顾问 | 11,978 | 8.15 | 1,868 | 2.47 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 42,719 | 0.76 | 6,662 | -3.41 | ||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 19,694 | 3,071 | ||||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | 121,123 | 1.13 | 18,944 | -7.46 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 12,892,987 | 1.30 | 2,010,661 | -4.05 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 781,341 | 1.37 | 121,850 | -3.99 | ||||
| 2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 72,720 | 11.99 | 11,973 | 13.18 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 408 | 31.61 | 64 | 23.53 | ||||
| 2025-08-29 | NP | 投票 - 1 号引擎 Transform 500 ETF | 6,803 | 0.99 | 992 | -5.89 | ||||
| 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 | 18,777 | 1.10 | 2,928 | -4.25 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 30,875 | 1.34 | 4,829 | -7.26 | ||||
| 2025-07-16 | 13F | 瓦利琴蒂咨询服务公司 | 28,805 | 0.21 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | 阿维索金融公司 | 5,565 | 298.64 | 868 | 278.60 | ||||
| 2025-08-14 | 13F | Sagard 控股管理公司 | 46 | 7 | ||||||
| 2025-07-01 | 13F | 凯拉资本合伙公司 | 2,526 | 394 | ||||||
| 2025-06-27 | NP | RSPH - Invesco S&P 500 等权重医疗保健 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 | 80,710 | 5.09 | 12,623 | -3.82 | ||||
| 2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 1,405 | 4.62 | 219 | -0.90 | ||||
| 2025-07-22 | 13F | 湾港财富管理有限责任公司 | 36 | 33.33 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 24,684 | 3,849 | ||||||
| 2025-07-28 | 13F | 港口投资公司 | 1,311 | 2.26 | 205 | -3.32 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 成长与收入基金初始类别 | 6,450 | 3.18 | 1,006 | -2.33 | ||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 1,155,604 | 5.40 | 179,720 | 0.92 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 10,564 | 1,647 | ||||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 2,109 | 4.98 | 0 | |||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 11,569 | 31.00 | 1,951 | 32.11 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 743,302 | 115,918 | ||||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 11,682 | 27.23 | 2 | 0.00 | ||||
| 2025-08-22 | NP | MSBWX - 美国弹性投资组合 C 级 | 325 | 144.36 | 51 | 138.10 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 4,900 | 1,527.91 | 764 | 1,459.18 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 67,448 | 64.06 | 10,519 | 55.41 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 27,544 | 6.47 | 4,295 | 0.85 | ||||
| 2025-08-11 | 13F/A | 阳光海岸股权管理 | 12,256 | 3.96 | 1,911 | -1.55 | ||||
| 2025-08-14 | 13F | CTC替代策略有限公司 | 3,700 | 577 | ||||||
| 2025-07-21 | 13F | 马特恩资本管理有限公司 | 53,497 | 2.15 | 8,343 | -3.25 | ||||
| 2025-08-01 | 13F | CCLA投资管理有限公司 | 959,604 | 14.89 | 150 | 8.76 | ||||
| 2025-08-05 | 13F | Fullcircle Wealth Llc | 8,419 | 5.98 | 1,278 | 4.84 | ||||
| 2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 225,248 | 3.78 | 35,199 | -1.51 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 153,450 | 12.98 | 23,973 | 7.83 | ||||
| 2025-07-30 | 13F | 道德公司 | 53,253 | 10.82 | 8,317 | 6.89 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 1,102 | 0.09 | 172 | -5.52 | ||||
| 2025-08-13 | 13F | 帕克沃斯财富管理有限公司 | 15 | 150.00 | 2 | |||||
| 2025-08-14 | 13F | 斯特纳姆资产管理有限公司 | 30,200 | 80.84 | 4,710 | 71.30 | ||||
| 2025-08-26 | NP | GPIX - 高盛 S&P 500 核心溢价收入 ETF | 8,565 | 71.20 | 1,336 | 62.21 | ||||
| 2025-08-20 | 13F | 萨拉托加研究与投资管理 | 98,597 | 15,376 | ||||||
| 2025-08-12 | 13F | 电力财富管理有限公司 | 6,061 | 0.95 | 945 | -4.35 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 438 | 0.00 | ||||||
| 2025-08-04 | 13F | 精明顾问公司 | 3,177 | 54.00 | 495 | 46.02 | ||||
| 2025-06-23 | NP | LVPIX - 大盘价值深度投资者类别 | 2,472 | 1,194.24 | 387 | 1,106.25 | ||||
| 2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 239,810 | 2.54 | 37,398 | -2.88 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 42,624 | 6.78 | 6,647 | 1.14 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 3,715 | 1.78 | 612 | 2.86 | ||||
| 2025-06-30 | NP | COWG - Pacer 美国大盘现金牛成长领袖 ETF | 43,218 | 84.97 | 6,759 | 69.27 | ||||
| 2025-08-08 | 13F | 赫德克财富有限责任公司 | 15,567 | 105.70 | 2,428 | 94.78 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 718,028 | 1.88 | 111,976 | -3.50 | ||||
| 2025-08-13 | 13F | 德克萨斯州资本银行股份公司/德克萨斯州 | 4,447 | 0.27 | 694 | -5.07 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 1,464 | 228 | ||||||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 6,913 | 16.38 | 1,078 | 10.22 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 5,590 | 5.35 | 872 | -0.23 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 38 | 6 | ||||||
| 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 | 85 | 129.73 | 13 | 116.67 | ||||
| 2025-04-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 447 | 370.53 | 75 | 362.50 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 14,481 | 14.91 | 2,258 | 8.87 | ||||
| 2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 5,537 | 1.47 | 864 | -3.90 | ||||
| 2025-08-22 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 572 | 93.24 | 89 | 85.42 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 87,722 | 40.34 | 13,680 | 32.93 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 6,800 | 58.14 | 1,060 | 49.93 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 295,084 | 3.90 | 46,151 | -4.91 | ||||
| 2025-08-26 | NP | QCEQRX - 股票指数账户类别 R1 | 219,975 | 11.90 | 34,305 | 5.99 | ||||
| 2025-08-27 | NP | TRANSAMERICA SERIES TRUST - Transamerica 美国股票指数副总裁服务 | 10,598 | 3.26 | 1,653 | -2.19 | ||||
| 2025-08-14 | 13F | 第一资产管理有限公司 | 138,776 | 33.50 | 21,657 | 26.96 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 6,098 | 2.44 | 951 | -3.06 | ||||
| 2025-04-01 | NP | XYLE - Global X S&P 500 ESG 备兑看涨 ETF | 32 | 33.33 | 5 | 25.00 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 2,833 | 7.31 | 442 | 1.61 | ||||
| 2025-07-24 | 13F | 莫斯利投资管理公司 | 5,759 | 0.70 | 898 | -4.57 | ||||
| 2025-08-07 | 13F | 莫尔投资管理有限公司 | 293,580 | 45,784 | ||||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 17,700 | 16.45 | 2,760 | 10.31 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 5,358 | 2.94 | 836 | -2.57 | ||||
| 2025-07-25 | 13F | 指数基金顾问公司 | 3,980 | 621 | ||||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 5,032 | 8.28 | 785 | 2.48 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 33,844 | 0.40 | 5,278 | -4.92 | ||||
| 2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 4,364 | 16.37 | 681 | 10.21 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 3,414 | 41.78 | 532 | 34.34 | ||||
| 2025-08-26 | NP | TMED - T. Rowe Price 医疗保健 ETF | 615 | 96 | ||||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 577 | 25.16 | 0 | |||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 142,049 | 15.43 | 22,176 | 10.20 | ||||
| 2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 165,389 | 1.78 | 25,792 | -3.60 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 17,823 | 2,779 | ||||||
| 2025-07-09 | 13F | 派恩斯财富管理有限公司 | 2,651 | 1.92 | 422 | 12.27 | ||||
| 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 | 15,400 | 10.79 | 2,409 | 1.39 | ||||
| 2025-04-29 | 13F/A | Huntleigh Advisors, Inc. | 19,483 | 1.26 | 3,208 | 2.30 | ||||
| 2025-08-28 | NP | Tekla 医疗保健投资者 | 54,317 | 19.62 | 8,471 | 13.30 | ||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | 384 | 60 | ||||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 3,200 | 0.50 | 499 | -4.77 | ||||
| 2025-08-27 | NP | 中证国际-卡尔弗特平衡基金A类 | 56,750 | 18.60 | 8,850 | 12.34 | ||||
| 2025-05-15 | 13F | 卡普罗克集团有限公司 | 22,685 | 78.43 | 3,735 | 80.35 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 3,766 | 63.38 | 587 | 54.88 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 38,554 | 610.41 | 6,030 | 550.38 | ||||
| 2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 2,770 | 2.33 | 432 | -3.15 | ||||
| 2025-07-11 | 13F | 国会公园资本有限责任公司 | 9,150 | 1.95 | 1,427 | -3.45 | ||||
| 2025-07-23 | 13F | 哈维投资有限公司 | 36,813 | 13.24 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | 图标财富顾问有限责任公司 | 36,202 | 14.39 | 5,646 | 8.35 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 10,700 | 1,669 | |||||
| 2025-08-12 | 13F | 石板石财富有限责任公司 | 29,505 | 4.91 | 5 | 0.00 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 9,029 | 126.97 | 1,408 | 115.29 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 1,354 | 211 | ||||||
| 2025-08-14 | 13F | 多元化咨询服务有限公司 | 29,169 | 79.32 | 4,369 | 72.78 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 9,500 | 1,482 | |||||
| 2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 8,350 | 1,302 | ||||||
| 2025-08-11 | 13F | 艾迪生资本公司 | 23,994 | 0.21 | 3,742 | -5.10 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 2,872 | 3.27 | 448 | -2.19 | ||||
| 2025-08-13 | 13F | 艾恩伍德投资管理有限公司 | 9,391 | 7.47 | 1,465 | 1.81 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 74,738 | 9.09 | 11,655 | 4.23 | ||||
| 2025-08-27 | NP | ACUSX - Advisors Capital 美国股息基金 | 27,800 | 11.20 | 4,335 | 5.32 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 187,875 | 29,299 | ||||||
| 2025-08-15 | 13F | 第一中心咨询公司 | 2,070 | 6.43 | 323 | 0.63 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 1,971 | 9.62 | 307 | 3.72 | ||||
| 2025-08-13 | 13F | 安盟资产管理公司 | 7,157 | 10.43 | 1,118 | 5.68 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆 MSCI 世界指数基金 (I) | 5,140 | 78.91 | 802 | 69.34 | ||||
| 2025-07-28 | 13F | 晨星投资管理有限责任公司 | 6,052 | 1 | ||||||
| 2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 248,431 | 5.68 | 38,743 | 0.10 | ||||
| 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 | 79,634 | 9.31 | 13,429 | 10.21 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 129,045 | 16.72 | 20,125 | 10.55 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 32,300 | 32,200.00 | 5,037 | 31,381.25 | |||
| 2025-07-22 | 13F | 旧国家银行/in/ | 33,671 | 1,589.46 | 5,251 | 1,500.61 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/Wellington 核心股权投资组合 A 类 | 405,646 | 37.23 | 63,260 | 29.98 | ||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 1,490 | 0 | ||||||
| 2025-08-28 | NP | Tekla 医疗保健机会基金 | 134,938 | 30.38 | 21,044 | 23.49 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 32,120 | 5,289 | ||||||
| 2025-08-28 | NP | Nuveen 多元资产收益基金 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 | 3,445 | 25.64 | 537 | 19.07 | ||||
| 2025-04-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,593 | 10.90 | 601 | 5.82 | ||||
| 2025-08-14 | 13F | 芬德史密斯律师事务所 | 2,884,831 | 13.29 | 449,889 | 7.30 | ||||
| 2025-05-28 | 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 | 9,830 | 27.83 | 1,619 | 21.38 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 179,913 | 1,072.91 | 28,057 | 1,011.17 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 12,873 | 2,008 | ||||||
| 2025-08-26 | NP | INGIX - Voya 美国股票指数投资组合 I 类 | 36,151 | 4.63 | 5,638 | -0.90 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 109,190 | 6.63 | 17,028 | 1.00 | ||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 643,350 | 7.80 | 108,488 | 8.70 | ||||
| 2025-08-13 | 13F | 布兰特点投资管理有限公司 | 28,248 | 5.75 | 4,405 | 0.16 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 116,047 | 7.35 | 18,150 | -1.75 | ||||
| 2025-05-27 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 231 | 38 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 116,738 | 6.58 | 18,205 | 0.95 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 30 | 100.00 | 5 | 100.00 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 90,084 | 13.64 | 14 | 7.69 | ||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 59,107 | 9,244 | ||||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 1,589 | 94.73 | 248 | 84.33 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 12,068 | 25.68 | 1,882 | 19.11 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 14,561 | 2,271 | ||||||
| 2025-08-12 | 13F | 德意志银行\ | 3,842,232 | 27.33 | 599,196 | 20.60 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 1,980 | 6.68 | 169 | 9.09 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 8,252 | 58.66 | 1,287 | 50.23 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 44,764 | 1.63 | 6,982 | -3.75 | ||||
| 2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 3,441 | 537 | ||||||
| 2025-08-08 | 13F | 木星资产管理有限公司 | 422,743 | 2,954.94 | 65,927 | 2,794.03 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 183,100 | 23.05 | 28,554 | 16.55 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 1,452 | 2.76 | 226 | -2.59 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 342,815 | 196.74 | 53,462 | 181.06 | ||||
| 2025-06-30 | NP | NSFGX - Natixis 可持续未来 2035 基金 N 类 | 65 | 4.84 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | Call | 17,500 | 50.86 | 2,729 | 42.95 | |||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 8,100 | 20.90 | 1,366 | 21.88 | ||||
| 2025-07-28 | NP | UPRO - ProShares UltraPro S&P500 | 22,897 | 13.99 | 3,861 | 14.94 | ||||
| 2025-06-26 | NP | NULC - Nuveen ESG 大盘 ETF | 1,247 | 2.30 | 195 | -6.25 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 203,521 | 0.01 | 32 | -6.06 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 343 | 29.43 | 56 | 30.23 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 339,555 | 7.88 | 52,964 | 2.34 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 428 | 41.25 | 70 | 42.86 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 449,503 | 5.28 | 70,100 | -0.28 | ||||
| 2025-08-14 | 13F | 法灵顿资本有限公司 | 10,627 | 1,657 | ||||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 2,578,593 | 85.94 | 400,619 | 75.46 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 457 | 2.24 | 71 | -2.74 | ||||
| 2025-06-30 | NP | NSFJX - Natixis 可持续未来 2045 基金 N 类 | 110 | 3.77 | 17 | -5.56 | ||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 33,536 | 12.46 | 5,023 | 8.35 | ||||
| 2025-08-26 | NP | IGFAX - VY(R) 摩根士丹利全球特许经营投资组合 ADV 级 | 42,852 | 214.21 | 6,683 | 197.64 | ||||
| 2025-08-08 | 13F | Advyzon投资管理有限责任公司 | 1,380 | 215 | ||||||
| 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 | 33,578 | 2.12 | 5,662 | 2.96 | ||||
| 2025-08-07 | 13F | PFG顾问 | 12,400 | 28.80 | 1,934 | 21.96 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 83 | 277.27 | 13 | 300.00 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 1,595 | 159,400.00 | 249 | |||||
| 2025-07-16 | 13F | 海湾私人财富有限责任公司 | 5,760 | 21.14 | 898 | 14.83 | ||||
| 2025-08-26 | NP | GFSYX - 机构战略另类基金 | 158 | 55.45 | ||||||
| 2025-07-10 | 13F | 巴德尔银行 | 3,590 | 43.54 | 540 | 32.43 | ||||
| 2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 8,933 | 7.72 | 1,393 | 2.05 | ||||
| 2025-07-11 | 13F | 第一总理银行 | 49 | 0 | ||||||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 7,988 | 130.47 | 1,246 | 118.42 | ||||
| 2025-07-29 | NP | LCIAX - Siit 大盘指数基金 - A 类 | 16,144 | 13.34 | 2,722 | 14.27 | ||||
| 2025-07-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 22,563 | 6.09 | 3,805 | 6.97 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 12,606 | 3.09 | 1,966 | -2.38 | ||||
| 2025-07-29 | NP | VRGWX - Vanguard Russell 1000 增长指数基金机构股票 | 460,692 | 4.65 | 77,686 | 5.52 | ||||
| 2025-08-08 | NP | TANDX - Castle Tandem 机构基金 | 7,600 | 111.11 | 1,185 | 100.17 | ||||
| 2025-08-04 | 13F | 五大湖退休公司 | 12,719 | 8.01 | 1,984 | 2.32 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 408,020 | 8.11 | 64 | 1.61 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 1,409 | 1.66 | 220 | -3.95 | ||||
| 2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 2,251 | 38.18 | 371 | 39.62 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 4,369 | 9.03 | 1 | |||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | Call | 37 | 1 | |||||
| 2025-08-13 | 13F | 挪威银行 | 5,190,711 | 809,491 | ||||||
| 2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 3,261 | 10.58 | 509 | 4.74 | ||||
| 2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 1,812 | 3.78 | 283 | -1.74 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 86,814 | 3.09 | 13,539 | -2.36 | ||||
| 2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 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 | 7,854 | 15.30 | 1,324 | 16.24 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 594,840 | 19.26 | 92,769 | 12.97 | ||||
| 2025-08-05 | 13F | 柏拉图投资管理有限公司 | 12,575 | 59.58 | 1,954 | 48.97 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 1,570,326 | 857.12 | 247,081 | 814.67 | ||||
| 2025-08-29 | NP | JIDVX - Janus Henderson 美国股息收入基金 I 类 | 3,344 | 6.80 | 521 | 1.17 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 204,640 | 7.28 | 32 | 0.00 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 1,567 | 244 | ||||||
| 2025-07-23 | 13F | REAP金融集团有限责任公司 | 196 | 201.54 | 31 | 200.00 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 117,808 | 0.98 | 18,372 | -4.36 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 3,752 | 0.70 | 585 | -4.57 | ||||
| 2025-08-13 | 13F | 法国集团 | 40,802 | 111.76 | 6,337 | 109.94 | ||||
| 2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 1,899 | 2.65 | 296 | -2.63 | ||||
| 2025-07-30 | NP | GDE - WisdomTree高效金加股票策略基金 N/A | 1,184 | 170.32 | 200 | 172.60 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 104,395 | 380.88 | 16 | 433.33 | ||||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 11,455 | 12.03 | 1,786 | 6.12 | ||||
| 2025-07-24 | 13F | 支点资本有限责任公司 | 56,393 | 7.32 | 8,794 | 1.65 | ||||
| 2025-08-29 | NP | BAFLX - Brown Advisory 全球领袖基金机构股票 | 409,572 | 2.14 | 63,873 | -3.25 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 7,160 | 4.74 | 1,117 | -0.80 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 1,977 | 11.25 | 308 | 5.48 | ||||
| 2025-06-23 | NP | PHPIX - 制药超行业深度投资者类别 | 509 | 8.99 | 80 | 0.00 | ||||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 6,180 | 10.87 | 964 | 5.02 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 5,539,972 | 8.28 | 863,959 | 2.56 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 86,890 | 266.02 | 13,550 | 246.72 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 41,589 | 14.48 | 6,486 | 8.43 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Call | 148,000 | 492.00 | 23,081 | 460.74 | |||
| 2025-08-05 | 13F | 住友生命保险公司 | 56,290 | 7.93 | 8,778 | 2.24 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 17,823 | 2,779 | ||||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 7,155 | 2.01 | 1,116 | -3.38 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | Put | 19,500 | 3,041 | |||||
| 2025-07-23 | 13F | 国民国家银行信托部 | 8,119 | 19.78 | 1,266 | 13.54 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 13,206 | 18.26 | 2,060 | 12.02 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 563,929 | 0.37 | 88 | -5.43 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 2,071 | 8.26 | 323 | 2.55 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 14 | 2 | ||||||
| 2025-08-13 | 13F | 第一国家顾问有限责任公司 | 30,555 | 7.80 | 4,766 | 2.12 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 3,632 | 46.33 | 566 | 38.73 | ||||
| 2025-08-14 | 13F | Principia 财富咨询有限公司 | 17 | 54.55 | 3 | 100.00 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 2,256 | 19.87 | 380 | 21.02 | ||||
| 2025-09-11 | NP | CFGRX - 成长基金股票 | 13,730 | 9.14 | 2,002 | 1.73 | ||||
| 2025-08-18 | 13F | 老北州信托有限责任公司 | 2,112 | 46.46 | 0 | |||||
| 2025-07-31 | 13F/A | 亚飞财富 | 115 | 49.35 | 0 | |||||
| 2025-08-13 | 13F | NEOS投资管理有限责任公司 | 41,562 | 27.31 | 6,482 | 20.58 | ||||
| 2025-08-27 | NP | RYTTX - 标准普尔 500 2x 策略基金 A | 1,441 | 0.84 | 225 | -4.68 | ||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 21,810 | 3,401 | ||||||
| 2025-08-14 | 13F | Synovus金融公司 | 5,629 | 4.82 | 878 | -0.79 | ||||
| 2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION 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 | 102,025 | 29.00 | 15,957 | 18.05 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 68,513 | 10.06 | 10,685 | 4.24 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 3,761,920 | 112.97 | 586,671 | 101.71 | ||||
| 2025-07-02 | 13F | 雅各布斯公司/ca | 97,926 | 1.38 | 15 | 0.00 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 59,342 | 0.31 | 9,254 | -4.99 | ||||
| 2025-07-17 | 13F | 催化财富 RIA 有限责任公司 | 8,352 | 143.36 | 1,302 | 130.44 | ||||
| 2025-05-12 | 13F | 卡希尔财富管理有限责任公司 | 1,455 | 0.07 | 240 | 1.27 | ||||
| 2025-08-01 | 13F | 桑坦德银行, SA | 22,888 | 15.94 | 3,569 | 9.82 | ||||
| 2025-07-29 | NP | EBI-长景优势ETF | 1,066 | 323.02 | 180 | 326.19 | ||||
| 2025-07-22 | NP | GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF | 5,041 | 8.08 | 850 | 8.97 | ||||
| 2025-09-10 | NP | Putnam ETF 信托 - Putnam BioRevolution ETF - | 1,148 | 39.83 | 167 | 30.47 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 150 | 23 | ||||||
| 2025-06-26 | NP | FEQHX - 富达对冲股票基金 | 6,736 | 1,054 | ||||||
| 2025-08-11 | 13F | 沃杜州银行 | 66,897 | 8.42 | 10 | 0.00 | ||||
| 2025-07-09 | 13F | 沙拉信律师事务所 | 1,611,579 | 3.71 | 251,326 | -1.77 | ||||
| 2025-08-13 | 13F | 资本分析师公司 | 67,898 | 9.03 | 11 | 0.00 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 3,103 | 11.62 | 484 | 5.69 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | 345 | 54 | ||||||
| 2025-07-30 | 13F | LGT 财务顾问有限责任公司 | 3 | 0 | ||||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 104 | 16 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 86,600 | 77.46 | 14 | 62.50 | |||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 59,013 | 371.65 | 9,203 | 346.75 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 5,376 | 4.13 | 838 | -1.41 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 2,197 | 343 | ||||||
| 2025-08-29 | NP | STXG-Strive 1000 成长 ETF | 1,280 | 4.23 | 200 | -1.49 | ||||
| 2025-07-16 | 13F | 汤森资产管理公司 /nc/ /adv | 26,510 | 7.81 | 4,134 | 2.12 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 548,312 | 3.57 | 85,509 | -1.90 | ||||
| 2025-08-14 | 13F | 农林中金银行 | 322,094 | 10.74 | 50,231 | 4.89 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 1,650 | 25.00 | 257 | 18.43 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 2,374 | 10.62 | 370 | 4.82 | ||||
| 2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 175,099 | 37.89 | 27,307 | 30.61 | ||||
| 2025-07-24 | NP | NEOS ETF 信托 - NEOS 标准普尔 500(R) 对冲股票收益 ETF | 20 | 3 | ||||||
| 2025-07-30 | NP | QUSA - VistaShares Target 15 美国优质收入 ETF | 2,043 | 345 | ||||||
| 2025-08-26 | NP | AVEDX - 万福玛利亚股息上涨基金 | 80,000 | 12,476 | ||||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 3,457 | 1.56 | 539 | -3.75 | ||||
| 2025-08-14 | 13F | 选择股权集团，有限合伙人 | 693,776 | 95.25 | 108,194 | 84.93 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠全球股息机会基金 | 40,704 | 4.54 | 6,366 | -4.33 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | 160 | 25 | ||||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 2,356,166 | 10.04 | 368,245 | 5.72 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 226,847 | 31.47 | 35,377 | 24.52 | ||||
| 2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 1,216 | 1.42 | 190 | -4.06 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 4,240 | 65.24 | 661 | 56.64 | ||||
| 2025-08-25 | NP | MFVAX - 万通互惠理财精选股票机会基金 A 类 | 24,312 | 3,791 | ||||||
| 2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 5,754 | 13.07 | 900 | 3.45 | ||||
| 2025-06-27 | NP | DUBS - Aptus 大盘增强收益 ETF | 1,856 | 4.39 | 290 | -4.29 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 200,715 | 1.51 | 31,302 | -3.86 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 402,807 | 62,819 | ||||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 332,030 | 7.99 | 51,791 | 2.30 | ||||
| 2025-08-12 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 4,099 | 5.94 | 639 | 0.31 | ||||
| 2025-07-08 | 13F | IAM 咨询有限责任公司 | 10,362 | 2.57 | 1,616 | -2.89 | ||||
| 2025-08-07 | 13F | BHK 投资顾问有限公司 | 4,197 | 21.58 | 655 | 15.14 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 7,025 | 10.13 | 1,096 | 4.29 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 4,125 | 12.46 | 657 | 10.62 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 900 | 12.50 | 140 | 6.87 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 1,239 | 143.90 | 0 | |||||
| 2025-06-26 | NP | FAPNX - 富达健康未来基金 富达顾问健康未来基金：Z 类 | 345 | 13.11 | 54 | 1.92 | ||||
| 2025-06-26 | NP | FUQIX - 富达 SAI 美国质量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,159,361 | 15.20 | 181,324 | 5.43 | ||||
| 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 | 12,681 | 1.20 | 2,138 | 2.05 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 241,000 | 242.33 | 37,584 | 224.24 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | 1,174,805 | 115.79 | 183,211 | 104.38 | ||||
| 2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 14,377 | 7.22 | 2,242 | 1.59 | ||||
| 2025-07-29 | 13F | 商财富合作伙伴有限责任公司 | 4,391 | 38.65 | 685 | 31.29 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 105,963 | 6,723.12 | 16,525 | 6,380.00 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 20,781 | 400.99 | 3,241 | 375.07 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 7,616 | 3.00 | 1,188 | -2.47 | ||||
| 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 | 54,851 | 6.47 | 9,250 | 7.35 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 86,600 | 431.29 | 13,505 | 403.35 | |||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 56,700 | 8,842 | |||||
| 2025-06-26 | NP | ACWI - iShares MSCI ACWI ETF | 119,788 | 7.81 | 18,735 | -1.34 | ||||
| 2025-07-30 | 13F | IMG 财富管理有限公司 | 37 | 6 | ||||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 4,147 | 0.14 | 647 | -5.14 | ||||
| 2025-08-07 | 13F | 虎钳技术公司 | 11,555 | 106.27 | 1,802 | 97.48 | ||||
| 2025-07-28 | 13F | 威尔逊资产管理（国际）有限公司 | 52,798 | 8,234 | ||||||
| 2025-08-14 | 13F | 霍华德休斯医学院 | 96 | 15 | ||||||
| 2025-08-26 | NP | WTMVX - Segall Bryant & Hamill 全球大型基金 - 零售类 | 3,666 | 40.89 | 572 | 33.41 | ||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 11,124 | 11.87 | 1,747 | 6.72 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 26,979 | 41.20 | 4,207 | 33.73 | ||||
| 2025-08-14 | 13F | 沃特斯帕克森有限公司 | 132,066 | 0.81 | 20,596 | -4.52 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 1,138,701 | 325.34 | 177,580 | 302.87 | ||||
| 2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 401,051 | 18.80 | 62,724 | 8.72 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪平衡基金服务类 | 10,804 | 6.56 | 1,685 | 0.90 | ||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 139,749 | 1.61 | 21,794 | -3.76 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 15,133 | 3.64 | 2,360 | -1.87 | ||||
| 2025-07-17 | 13F | 一财富顾问有限责任公司 | 6,470 | 1,009 | ||||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 2,241 | 64.54 | 350 | 55.80 | ||||
| 2025-06-24 | NP | SWLGX - 嘉信美国大盘成长指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,771 | 3.22 | 6,846 | -5.55 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 8,000 | 122.22 | 1,248 | 110.64 | |||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 6,600 | 560.00 | 1,029 | 527.44 | |||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 2,644 | 2.01 | 412 | -3.29 | ||||
| 2025-07-09 | 13F | 弗拉加索集团公司 | 10,357 | 5.92 | 1,615 | 0.37 | ||||
| 2025-09-11 | 13F | 硅谷资本合伙人 | 11 | 2 | ||||||
| 2025-07-29 | NP | SDLAX - SIIT 动态资产配置基金 - A 类 | 11,626 | 14.06 | 1,960 | 15.02 | ||||
| 2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 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 | 239,776 | 37,393 | ||||||
| 2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 592,564 | 4.17 | 92,410 | -1.34 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 661 | 8.36 | 103 | 3.00 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 232 | 56.76 | 37 | 50.00 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 19,466 | 0.26 | 3,036 | -5.04 | ||||
| 2025-07-28 | NP | ACGR-美国世纪可持续增长ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 480 | 2.78 | 81 | 2.56 | ||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 73,396 | 0.93 | 11,446 | -4.40 | ||||
| 2025-08-21 | NP | MOO - VanEck Vectors 农业综合企业 ETF | 307,166 | 9.77 | 47,903 | 3.97 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 19,096 | 1.89 | 2,987 | -6.77 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 100,840 | 8.45 | 15,726 | 2.72 | ||||
| 2025-07-15 | 13F | 传统解决方案有限责任公司 | 1,417 | 9.42 | 221 | 3.29 | ||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 5,876 | 43.70 | 916 | 36.11 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 465 | 20.16 | 72 | 14.29 | ||||
| 2025-07-09 | 13F | 新英格兰研究与管理公司 | 24,788 | 0.69 | 4 | -25.00 | ||||
| 2025-07-29 | 13F | 斯威格有限公司 | 1,884 | 19.32 | 284 | 17.36 | ||||
| 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 | 156,920 | 17.70 | 24,472 | 11.48 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 118,961 | 15.25 | 18,552 | 9.16 | ||||
| 2025-07-14 | 13F | 马里兰资本顾问公司 | 57 | 9 | ||||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 451 | 3.92 | 74 | 5.71 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 1,381 | 15.76 | 215 | 9.69 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 12,094 | 1,886 | ||||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 112,534 | 7.39 | 17,550 | 1.72 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 1,296 | 11.82 | 202 | 6.32 | ||||
| 2025-07-22 | 13F | 简单财富有限责任公司 | 8,291 | 385.14 | 1,293 | 360.14 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 7,234 | 6.49 | 1,128 | 0.89 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 52,816 | 5.10 | 8,237 | -0.46 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 1,573 | 1.75 | 245 | 5.15 | ||||
| 2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 6,999 | 5.68 | 1,092 | 0.09 | ||||
| 2025-08-13 | 13F | 莫顿社区银行 | 19,154 | 9.18 | 2,987 | 3.43 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 94,600 | 14,753 | ||||||
| 2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 20,313 | 8.23 | 3,169 | 2.49 | ||||
| 2025-07-17 | 13F | 宝盛财富管理 | 2,971 | 10.08 | 463 | 4.28 | ||||
| 2025-08-08 | 13F | 国民年金服务 | 1,371,358 | 3.97 | 213,863 | -1.52 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 288,797 | 4.21 | 45,038 | -1.30 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 3,932 | 327.39 | 613 | 287.97 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 69,325 | 23.89 | 10,819 | 17.43 | ||||
| 2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 1,151 | 191.39 | 190 | 195.31 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 11,563 | 21.35 | 1,803 | 14.99 | ||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 152,469 | 2.81 | 24,270 | -0.61 | ||||
| 2025-08-08 | 13F | 安联保险 | 2,923 | 30.55 | 456 | 23.64 | ||||
| 2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 72,868 | 65.90 | 11,364 | 49.24 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 272,563 | 2.43 | 36,211 | -10.72 | ||||
| 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 | 36,550 | 13.18 | 5,716 | 3.57 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 101,552 | 6.80 | 15,837 | 1.16 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 13,979 | 21.07 | 2,180 | 14.68 | ||||
| 2025-07-31 | 13F | 阿尔钛全球公司 | 3,937 | 75.29 | 619 | 67.48 | ||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 43,444 | 9.71 | 6,775 | 3.93 | ||||
| 2025-07-28 | NP | VCULX - 成长基金 | 5,407 | 52.05 | 912 | 46.23 | ||||
| 2025-08-13 | 13F | Virtus 投资顾问公司 | 9,030 | 1,408 | ||||||
| 2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 25 | 8.70 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 4,375 | 8.83 | 682 | 1.49 | ||||
| 2025-08-26 | NP | PXWIX - Pax Elevate 全球女性领导力基金机构班 | 45,441 | 4.36 | 7,087 | -1.16 | ||||
| 2025-08-27 | NP | PRAXIS FUNDS - Praxis Impact 大盘成长型 ETF | 487 | 76 | ||||||
| 2025-08-29 | NP | Aim 可变保险基金（景顺可变保险基金）- Invesco Vi 等权重标普 500 基金系列 I | 5,710 | 3.29 | 890 | -2.20 | ||||
| 2025-08-25 | NP | LEGR - First Trust Indxx 创新交易和流程 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,117 | 5.37 | 1,266 | -0.24 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 16,180 | 4.79 | 2,523 | -0.75 | ||||
| 2025-08-14 | 13F | 投资公司 | 91,026 | 0.96 | 14,196 | -4.38 | ||||
| 2025-08-13 | 13F | Geo Capital Gestora de Recursos 有限公司 | 22,455 | 90.01 | 4 | 200.00 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 40,212 | 7.69 | 6,271 | 2.02 | ||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 220,971 | 28.70 | 34,460 | 21.90 | ||||
| 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 | 455 | 129.80 | 71 | 118.75 | ||||
| 2025-08-12 | 13F | 韦莱投资顾问 | 75,849 | 23.40 | 11,829 | 16.88 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 33,391 | 2.25 | 5,207 | -3.14 | ||||
| 2025-07-15 | 13F | 统一投资管理 | 1,890 | 295 | ||||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 50,480 | 2.21 | 7,872 | -3.19 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 447 | 1.36 | 74 | 2.82 | ||||
| 2025-07-29 | NP | FFND - 未来基金主动型 ETF | 4,409 | 23.78 | 743 | 24.87 | ||||
| 2025-08-01 | 13F | 整体投资顾问公司 | 3,865 | 7.81 | 603 | 2.03 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 34,446 | 1.48 | 5,372 | -3.88 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 123 | 19 | ||||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 2,665 | 95.24 | 439 | 97.30 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 168,835 | 2.23 | 26,330 | -3.17 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 241,167 | 0.81 | 37,610 | -4.51 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 5,197 | 11.28 | 810 | 5.47 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 6,718 | 24.71 | 1,133 | 25.78 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 2,268 | 354 | ||||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 10,303 | 11.28 | 1,607 | 5.38 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl 多管理人中盘基金 (a) | 32,630 | 4.82 | 5,373 | 5.91 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 5,549 | 23.70 | 865 | 17.21 | ||||
| 2025-08-11 | 13F | 卓越基金管理有限公司 | 59,858 | 8.92 | 9 | 12.50 | ||||
| 2025-07-24 | NP | EGUS - iShares ESG Aware MSCI 美国增长 ETF | 1,108 | 23.25 | 187 | 24.00 | ||||
| 2025-07-22 | 13F | 萨瓦信息公司 | 12,150 | 10.96 | 1,895 | 5.11 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 78,142 | 10.49 | 12,186 | 4.65 | ||||
| 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 | 869,313 | 1.86 | 135,961 | -6.78 | ||||
| 2025-07-24 | NP | ETF 信托主题 - 标准普尔 500 历史权重 ETF 策略主题 | 28 | 5 | ||||||
| 2025-05-15 | 13F | 乐天投资管理公司 | 41,022 | 59.43 | 6,691 | 33.50 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 119,049 | 2.35 | 18,566 | -3.06 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 3,062 | 60.48 | 477 | 51.91 | ||||
| 2025-08-11 | 13F | 信托银行 | 2,105 | 8.95 | 328 | 3.14 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 127,643 | 3.53 | 19,906 | -1.94 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 157 | 6.08 | 24 | 0.00 | ||||
| 2025-07-23 | 13F | 利特曼格雷戈里资产管理有限责任公司 | 7,762 | 1,210 | ||||||
| 2025-08-14 | 13F | 本杰明·爱德华兹公司 | 231,729 | 0.40 | 36,138 | -4.90 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 325,061 | 31.97 | 50,693 | 25.00 | ||||
| 2025-08-21 | NP | MXEBX - Great-West 核心策略：美国股票基金机构类 | 3,005 | 6.71 | 469 | 1.08 | ||||
| 2025-08-27 | NP | 卡尔弗特管理系列 - 卡尔弗特全球股票基金 I 类 | 1,737 | 5.34 | 271 | -0.37 | ||||
| 2025-08-29 | NP | EPS - WisdomTree 美国大型基金 不适用 | 7,032 | 1.44 | 1,097 | -3.94 | ||||
| 2025-07-29 | 13F | 帕台农神庙有限公司 | 9,485 | 0.80 | 1,479 | -4.52 | ||||
| 2025-08-28 | NP | Tekla 世界医疗保健基金 | 54,301 | 46.54 | 8,468 | 38.80 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 7,913 | 1.12 | 1,238 | -7.48 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 32,153 | 7.67 | 5,014 | 1.99 | ||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 18,408 | 27.94 | 2,871 | 21.20 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 97,109 | 48.15 | 15,349 | 41.91 | ||||
| 2025-03-25 | NP | CVGRX - Calamos 成长基金 A 类 | 81,400 | 42.81 | 13,911 | 36.52 | ||||
| 2025-08-29 | NP | JABLX - Janus Henderson 平衡投资组合服务股票 | 203,190 | 3.73 | 31,687 | -1.75 | ||||
| 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 | 485,335 | 2.63 | 75,688 | -2.79 | ||||
| 2025-08-12 | 13F | 鹭湾资本管理公司 | 31,734 | 66.79 | 4,949 | 57.98 | ||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 3,539 | 552 | ||||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 16,672 | 28.25 | 3 | 0.00 | ||||
| 2025-08-29 | NP | DLN - WisdomTree 美国大型股红利基金 不适用 | 33,185 | 2.93 | 5,175 | -2.51 | ||||
| 2025-07-28 | NP | SPXT - S&P 500 除科技 ETF | 2,701 | 3.69 | 455 | 4.60 | ||||
| 2025-08-01 | 13F | 威廉·艾伦有限公司 | 17,927 | 0.07 | 2,796 | -5.22 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 1,054,743 | 0.82 | 164,487 | -4.51 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 221,230 | 0.72 | 34,600 | -7.83 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 284,921 | 14.59 | 44,433 | 8.53 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 50,261 | 774.56 | 7,838 | 728.54 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,845 | 69.58 | 288 | 60.34 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 2,710 | 15.57 | 423 | 9.33 | ||||
| 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 | 223 | 1,211.76 | 35 | 1,033.33 | ||||
| 2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 2,975 | 18.95 | 464 | 12.65 | ||||
| 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 | 17,040 | 11.20 | 2,873 | 12.14 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 11,895 | 151.06 | 1,855 | 141.85 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 10,265 | 18.17 | 1,605 | 8.15 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 26,409 | 12.22 | 4,119 | 6.30 | ||||
| 2025-07-10 | 13F | 艾尔郡资本管理有限责任公司 | 33,025 | 0.05 | 5,150 | -5.23 | ||||
| 2025-08-14 | 13F | 索恩资本管理有限公司 | 177,930 | 963.79 | 27,748 | 907.92 | ||||
| 2025-08-07 | 13F | Comgest全球投资公司 | 1,417,728 | 1.48 | 221,095 | -3.88 | ||||
| 2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 4,510 | 8.57 | 704 | 2.93 | ||||
| 2025-08-20 | 13F | 北达拉斯银行与信托公司 | 5,911 | 922 | ||||||
| 2025-07-10 | 13F | 安全资产管理有限责任公司 | 2,448 | 2.86 | 382 | -2.56 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 21,800 | 46.31 | 3,400 | 38.57 | |||
| 2025-08-07 | 13F | 奥特曼顾问公司 | 9,203 | 0.58 | 1,465 | 2.38 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 2,137 | 4.50 | 333 | -0.89 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Call | 31,200 | 140.00 | 4,866 | 127.34 | |||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 97,300 | 6.46 | 15,174 | 0.82 | |||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 24,083 | 40.09 | 3,756 | 32.69 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 563,151 | 463.54 | 87,823 | 433.78 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 32,390 | 0.36 | 5,051 | -4.95 | ||||
| 2025-07-23 | 13F | 罗伯茨财富顾问有限责任公司 | 19,748 | 3.06 | 3,080 | -2.41 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 18,446 | 0.50 | 2,877 | -4.83 | ||||
| 2025-08-25 | NP | FTXH - First Trust 纳斯达克制药 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 | 3,394 | 0.38 | 529 | -4.86 | ||||
| 2025-08-04 | 13F | 联合银行 | 96,278 | 2.07 | 15 | 0.00 | ||||
| 2025-07-30 | 13F | 贝宁管理公司 | 4,901 | 1.98 | 764 | -3.41 | ||||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 1,587 | 247 | ||||||
| 2025-08-07 | 13F | 中央信托公司 | 27,798 | 8.47 | 4,335 | 2.75 | ||||
| 2025-08-14 | 13F | 德肖公司 | 767,644 | 131.73 | 119,714 | 119.49 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 554 | 25.34 | 86 | 19.44 | ||||
| 2025-07-17 | 13F | 斯科特与塞尔伯公司 | 11,652 | 0.58 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 272,385 | 5.12 | 42,478 | -0.43 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 1,417,939 | 0.23 | 221,128 | -5.07 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 2,052 | 7.55 | 320 | 1.91 | ||||
| 2025-07-25 | NP | USCA - Xtrackers MSCI 美国气候行动股票 ETF | 36,252 | 3.44 | 6,113 | 4.30 | ||||
| 2025-06-30 | NP | FLAG - Global X 标普500美国市场领先者50支ETF | 188 | 29 | ||||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 98 | 15 | ||||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 34,415 | 3.46 | 5 | 0.00 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 1,458 | 10.20 | 227 | 4.61 | ||||
| 2025-07-23 | 13F | 海山金融集团公司 | 1,425 | 222 | ||||||
| 2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 2,072 | 0.73 | 323 | -4.44 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 2,687,670 | 0.60 | 419,150 | -4.71 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 12,618 | 18.09 | 1,968 | 11.82 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 61,126 | 2.95 | 9,533 | -2.49 | ||||
| 2025-08-07 | 13F | SFE投资顾问 | 34,012 | 6.37 | 5,304 | 0.76 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 113,767 | 47.25 | 16,767 | 42.01 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 14,357 | 5.82 | 2,239 | 0.22 | ||||
| 2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 4,346 | 28.62 | 678 | 21.76 | ||||
| 2025-07-29 | 13F | 卡拉莫斯财富管理有限责任公司 | 87,147 | 1.71 | 13,591 | -3.66 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 2,954 | 12.28 | 461 | 6.24 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 6,237 | 23.04 | 973 | 16.55 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 3,484,969 | 6.44 | 543,481 | 0.81 | ||||
| 2025-08-14 | 13F | 兰辛管理有限公司 | 33,671 | 27.88 | 5,251 | 21.11 | ||||
| 2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 8,650 | 1,353 | ||||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 18,524 | 47.34 | 2,889 | 39.52 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 467,346 | 18.69 | 72,883 | 12.42 | ||||
| 2025-08-13 | 13F | 峰会财富集团有限公司 | 3,124 | 487 | ||||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 196,467 | 0.71 | 31 | -6.25 | ||||
| 2025-07-09 | 13F | 捷克国家银行 | 108,824 | 5.81 | 16,971 | 0.22 | ||||
| 2025-07-23 | 13F | 第一招商局 | 26,547 | 2.89 | 4,140 | -2.54 | ||||
| 2025-07-29 | NP | JHBCDX - 蓝筹成长基金类资产净值 | 9,081 | 102.47 | 1,531 | 104.13 | ||||
| 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 | 27 | 28.57 | 4 | 33.33 | ||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 13,498 | 4.05 | 2,105 | -1.45 | ||||
| 2025-08-11 | 13F | 经验金融有限责任公司 | 16,090 | 0.61 | 2,509 | -4.71 | ||||
| 2025-08-11 | 13F | 花旗集团 | 885,049 | 7.42 | 138,023 | 1.74 | ||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 1,678 | 262 | ||||||
| 2025-04-18 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,424 | 27.87 | 1,074 | 22.05 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 99,006 | 0.39 | 15,440 | -4.91 | ||||
| 2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 10,580 | 11.49 | 1,650 | 5.63 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 1,322,001 | 13.03 | 206,166 | 7.05 | ||||
| 2025-07-24 | NP | Horizon Funds - HORIZON EXPEDITION PLUS ETF | 192 | 204.76 | 32 | 220.00 | ||||
| 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 | 204,630 | 0.59 | 32,004 | -7.95 | ||||
| 2025-08-12 | 13F | 指娱天地管理有限公司 | 2,961 | 25.10 | 462 | 18.51 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 8,996 | 3.55 | 1,403 | -1.96 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 5,084 | 95.76 | 794 | 87.47 | ||||
| 2025-07-31 | 13F | 拉扎德兄弟管理公司 | 1,038,636 | 7.91 | 162 | 1.90 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 31,812 | 3.60 | 4,961 | -1.88 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 4,336 | 10.50 | 676 | 4.64 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 1,297 | 202 | ||||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 8,532 | 0.20 | 1,331 | -5.07 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 3,631 | 566 | ||||||
| 2025-08-14 | 13F | 北卡罗来纳州财政部长 | 208,458 | 0.84 | 33 | -5.88 | ||||
| 2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 4,886 | 67.04 | 750 | 64.25 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 40,446 | 9.49 | 6,308 | 3.70 | ||||
| 2025-08-13 | 13F | 正确资本财富管理 | 7,340 | 1,145 | ||||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 21,832 | 65.72 | 3 | 50.00 | ||||
| 2025-08-26 | NP | AVEGX - 万福玛利亚成长基金 | 100,000 | 15,595 | ||||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 12,637,051 | 1.56 | 1,970,748 | -3.80 | ||||
| 2025-07-23 | 13F | 独角鲸资本管理公司 | 4,215 | 657 | ||||||
| 2025-08-28 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- Invesco Oppenheimer VI 全球基金系列 II | 28,976 | 37.18 | 4,519 | 29.94 | ||||
| 2025-08-06 | 13F | 顾问投资有限责任公司 | 2,852 | 2.74 | 445 | -2.84 | ||||
| 2025-07-17 | 13F | 健全收入策略有限责任公司 | 432 | 54.29 | 67 | 45.65 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 5,879 | 2.23 | 917 | -3.17 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 17,524 | 2.01 | 2,733 | -5.66 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 2,382 | 9.42 | 371 | 3.63 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 87,472 | 3.78 | 13,641 | -1.71 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 11,057 | 1.95 | 1,724 | -3.42 | ||||
| 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 | 616,124 | 11.48 | 96,085 | 5.59 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 1,480 | 231 | ||||||
| 2025-07-10 | 13F | Alecta Pensionsforsakring, 奥姆塞西迪格 | 709,900 | 24.46 | 110,659 | 17.86 | ||||
| 2025-08-13 | 13F | 通用汽车咨询集团有限公司 | 2,977 | 29.55 | 464 | 22.75 | ||||
| 2025-07-30 | 13F | 决策地图财富管理有限责任公司 | 3,805 | 593 | ||||||
| 2025-08-11 | 13F | 哈德逊峡谷资本管理公司 | 11,550 | 5.96 | 1,801 | 0.39 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -29,136 | -32.48 | -4,544 | -36.05 | |||
| 2025-08-13 | 13F | 新斯科舍银行信托公司 | 1,692 | 4.57 | 264 | -1.13 | ||||
| 2025-08-11 | 13F | 联合顾问集团有限责任公司 | 3,958 | 1.36 | 617 | -3.89 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 10,833 | 1,689 | ||||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 129,509 | 33.52 | 20,197 | 26.46 | ||||
| 2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 18,000 | 500.00 | 2,807 | 469.37 | ||||
| 2025-08-12 | 13F | 英国保诚集团 | 168,150 | 1.75 | 26,223 | -3.63 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 2,983 | 165.63 | 491 | 169.78 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 48,486 | 11.52 | 7,561 | 5.63 | ||||
| 2025-07-30 | 13F | 拉斐特投资公司 | 3,473 | 13.87 | 542 | 7.77 | ||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 367 | 0.82 | 57 | -3.39 | ||||
| 2025-08-14 | 13F | 佛罗里达城市国家银行/msd | 2,663 | 55.82 | 415 | 47.69 | ||||
| 2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 1,029 | 174 | ||||||
| 2025-08-13 | 13F | 科洛弗资本集团有限公司 | 23,012 | 3,589 | ||||||
| 2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 351,320 | 6.40 | 54,788 | 0.78 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 231 | 46.20 | 36 | 38.46 | ||||
| 2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 129,033 | 6,578.73 | 20,123 | 6,227.67 | ||||
| 2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 119,331 | 132.76 | 18,610 | 109.40 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 142,321 | 18.53 | 22,195 | 12.26 | ||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 22,725 | 7.90 | 3,544 | 2.19 | ||||
| 2025-07-18 | 13F | QTR 家庭财富有限责任公司 | 1,285 | 200 | ||||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 8 | 1 | ||||||
| 2025-07-21 | 13F | 河街顾问有限责任公司 | 3,614 | 33.31 | 564 | 26.23 | ||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | 222 | 35 | ||||||
| 2025-07-17 | 13F | 奥克沃斯资本公司 | 5,571 | 0.20 | 869 | -5.14 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 股票指数投资组合 I 类 | 45,427 | 2.09 | 7,084 | -3.30 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Call | 26,500 | 341.67 | 4,133 | 318.64 | |||
| 2025-07-21 | 13F | 安角储蓄银行 | 5,070 | 0.60 | 791 | -4.70 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 1,483 | 11.25 | 231 | 5.48 | ||||
| 2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 32,626 | 8.83 | 5,088 | 3.08 | ||||
| 2025-08-27 | NP | 胜利变额保险基金 II - 胜利先锋基金 VCT 投资组合 II 类 | 9,501 | 28.60 | 1,482 | 21.79 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 211,304 | 7.53 | 32,999 | 2.95 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 2,005 | 5.25 | 313 | -0.32 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 135,214 | 6.39 | 21,087 | 0.76 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 17,707,439 | 38.92 | 2,761,476 | 31.58 | ||||
| 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 | 17 | 13.33 | 3 | 0.00 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 13,939 | 220.07 | 2,174 | 190.12 | ||||
| 2025-07-22 | 13F | 遗产信托 | 13,560 | 0.10 | 2,115 | -5.20 | ||||
| 2025-07-24 | NP | HNDRX - Horizon 定义风险基金投资者类别 | 6,843 | 7.46 | 1,154 | 8.36 | ||||
| 2025-08-08 | 13F | 认可投资者公司 | 4,118 | 35.28 | 642 | 28.14 | ||||
| 2025-08-26 | NP | IVE - iShares S&P 500 价值 ETF | 710,753 | 1.88 | 110,842 | -3.50 | ||||
| 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 | 2,822 | 13.70 | 441 | 4.01 | ||||
| 2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 18,003 | 2.73 | 2,808 | -2.70 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,224,620 | 98.68 | 190,979 | 89.89 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 2,300 | 359 | |||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 123,846 | 0.09 | 19,314 | -5.19 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 8,246 | 138.95 | 1,286 | 126.23 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 3,713 | 125.71 | 579 | 114.44 | ||||
| 2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 1,321 | 206 | ||||||
| 2025-08-25 | NP | EVTMX - Eaton Vance Dividend Builder Fund A 类 | 59,800 | 9,326 | ||||||
| 2025-08-08 | 13F | 等投资顾问公司 | 116,714 | 1.27 | 18,201 | -4.08 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 475,590 | 45.54 | 74,168 | 37.85 | ||||
| 2025-07-10 | 13F | Vista 投资合伙公司 | 24,925 | 0.42 | 3,887 | -4.87 | ||||
| 2025-08-27 | NP | PIODX-胜利先锋基金A类 | 565,510 | 30.51 | 88,191 | 23.61 | ||||
| 2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 5,120 | 0.20 | 798 | -5.11 | ||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 19 | 11.76 | 3 | 0.00 | ||||
| 2025-08-26 | NP | GEQYX - 机构股票指数基金 | 105,677 | 15.16 | 16,480 | 9.07 | ||||
| 2025-08-07 | 13F | M. Kulyk & Associates, 有限责任公司 | 17,404 | 0.57 | 2,714 | -4.74 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 2,275 | 9.85 | 356 | 0.57 | ||||
| 2025-08-26 | NP | XVV - iShares ESG 筛选的 S&P 500 ETF | 3,870 | 23.96 | 604 | 17.32 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 31,145 | 0.35 | 4,857 | -4.95 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 13,102 | 73.47 | 2,043 | 64.36 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 27,479 | 21.78 | 4,298 | 11.44 | ||||
| 2025-07-23 | 13F | 马里兰州退休金系统 | 21,690 | 2.56 | 3,383 | -2.87 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 17,683 | 28.11 | 2,758 | 21.35 | ||||
| 2025-08-27 | NP | SSPY - 分层大盘指数 ETF | 1,933 | 23.12 | 301 | 16.67 | ||||
| 2025-08-08 | 13F | 希伯尼亚财富合作伙伴有限责任公司 | 1,692 | 264 | ||||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 279,505 | 1.37 | 43,589 | -3.99 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 2,719 | 10.48 | 443 | 9.14 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 23,610 | 20.03 | 3,682 | 13.71 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 741 | 17.62 | 116 | 11.65 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 1,237 | 40.09 | 209 | 41.50 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 583 | 51.82 | 91 | 49.18 | ||||
| 2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 29,610 | 1.77 | 4,618 | -3.61 | ||||
| 2025-08-13 | 13F | 第1832章 | 32,164 | 41.74 | 5,016 | 34.23 | ||||
| 2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 8,056 | 64.48 | 1,256 | 55.83 | ||||
| 2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 9,806 | 0.53 | 1,529 | -4.74 | ||||
| 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 | 5,109 | 77.58 | 862 | 79.00 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 18,139 | 75.92 | 2,829 | 66.65 | ||||
| 2025-08-05 | 13F | KDT 顾问有限公司 | 4,559 | 4.35 | 711 | -1.25 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 4,210 | 0.19 | 657 | -5.07 | ||||
| 2025-08-07 | 13F | FDx 顾问公司 | 1,624 | 1.31 | 0 | |||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 5,222 | 814 | ||||||
| 2025-07-18 | 13F | 罗格科，Lp | 2,639 | 19.95 | 412 | 13.54 | ||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票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 | 11,107 | 15.96 | 1,873 | 16.93 | ||||
| 2025-07-31 | 13F | 布里奥财务规划公司 | 1,022 | 3.55 | 0 | |||||
| 2025-07-10 | 13F | 社区信托投资公司 | 110,394 | 1.53 | 17,216 | -3.84 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 746 | 11.51 | 116 | 5.45 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 17,890 | 0.33 | 2,790 | -5.01 | ||||
| 2025-06-30 | NP | 两条道路共享信任 - Hypatia 女性首席执行官 ETF | 190 | 104.30 | 30 | 93.33 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 1,583,957 | 0.01 | 247,018 | -5.27 | ||||
| 2025-03-25 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 24,634 | 22.78 | 4,210 | 17.34 | ||||
| 2025-08-12 | 13F | 新英格兰退休计划公司 | 2,859 | 14.45 | 446 | 8.27 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 426 | 31.08 | 67 | 20.00 | ||||
| 2025-08-14 | 13F | 隆奥资产管理公司（瑞士） | 21,765 | 11.94 | 3,394 | 6.03 | ||||
| 2025-08-14 | 13F | 原子金融集团有限公司 | 7,762 | 7.09 | 1,210 | 1.42 | ||||
| 2025-04-24 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,733 | 106.65 | 3,300 | 97.25 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 2,115 | 20.58 | 330 | 14.24 | ||||
| 2025-05-27 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 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 | 1,745 | 12.00 | 287 | 13.44 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 增长投资组合 HC 战略股票 | 448 | 39.56 | 70 | 32.69 | ||||
| 2025-06-30 | NP | 北极光基金信托 II - PeakShares 行业轮动 ETF | 753 | 36.17 | 127 | 36.96 | ||||
| 2025-07-28 | NP | POWA - 景顺防御性股票 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 | 23,353 | 8.02 | 3,938 | 8.93 | ||||
| 2025-08-25 | NP | 股票投资组合 - 股票投资组合 | 47,957 | 26.59 | 7,479 | 19.90 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 1,318 | 0.15 | 206 | -5.09 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 1,627 | 5.58 | 254 | 0.00 | ||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 1,121 | 1.91 | 175 | -6.42 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 3,116 | 0.68 | 486 | -4.72 | ||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 7,547 | 24.81 | 1,177 | 18.19 | ||||
| 2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,066 | 65.53 | 167 | 50.91 | ||||
| 2025-07-24 | 13F | PDS 规划公司 | 2,607 | 11.55 | 407 | 5.73 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 81 | 14.08 | 13 | 9.09 | ||||
| 2025-07-28 | NP | AVUQ-Avantis美国优质ETF | 175 | 30 | ||||||
| 2025-08-12 | 13F | 马丁可利有限公司 | 311,872 | 2.91 | 48,636 | -2.53 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 3,614 | 3.20 | 564 | -2.26 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 402 | 50.00 | 63 | 40.91 | ||||
| 2025-08-14 | 13F | 索罗斯资本管理公司 | 31,468 | 80.43 | 4,907 | 70.92 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 43 | 7.50 | 7 | 0.00 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 396 | 15.45 | 62 | 8.93 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 25,815 | 781.36 | 4,026 | 735.06 | ||||
| 2025-08-14 | 13F | 芬史密斯投资服务有限公司 | 871,773 | 20.84 | 135,953 | 14.46 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 2,536 | 13.67 | 395 | 7.63 | ||||
| 2025-06-30 | NP | QDPL - Pacer Metaurus 美国大盘股息乘数 400 ETF | 7,153 | 15.82 | 1,119 | 5.97 | ||||
| 2025-07-07 | 13F | 赛勒恩投资管理有限公司 | 62,637 | 4.48 | 9,768 | -1.03 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 616,275 | 19.16 | 96,109 | 12.87 | ||||
| 2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 35,520 | 191.27 | 5,555 | 166.55 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 446,766 | 1.25 | 69,673 | -4.10 | ||||
| 2025-07-15 | 13F | 准确财富管理有限责任公司 | 2,347 | 6.88 | 373 | 13.41 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 10,994 | 6.82 | 1,715 | 1.18 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 763,170 | 45.27 | 119,016 | 37.59 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 28,801 | 3.47 | 4,492 | -1.99 | ||||
| 2025-07-24 | 13F | 卡伦家族办公室有限责任公司 | 15,717 | 140.06 | 2,451 | 127.58 | ||||
| 2025-08-14 | 13F | Deerfield Management Company, Lp（C 轮） | 1,310 | 204 | ||||||
| 2025-07-21 | 13F | 111资本 | 26,014 | 4,057 | ||||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 45 | 12.50 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 1,968 | 307 | ||||||
| 2025-07-22 | 13F | HFM投资顾问有限责任公司 | 29 | 20.83 | 5 | 33.33 | ||||
| 2025-07-25 | 13F | 红杉财务顾问有限责任公司 | 39,283 | 1.34 | 6,126 | -4.01 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 25,016 | 7.29 | 3,901 | 1.64 | ||||
| 2025-08-26 | NP | PXGOX - PAX GLOBAL OPPORTUNITIES FUND 机构级 | 19,871 | 3,099 | ||||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 20,409 | 3,442 | ||||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 48,962 | 74.43 | 7,636 | 65.22 | ||||
| 2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 174 | 10.83 | 27 | 8.00 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 55,076 | 9.97 | 8,614 | 0.64 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 2,111 | 18.40 | 329 | 12.29 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 26,400 | 2,833.33 | 4,117 | 2,681.76 | |||
| 2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 15,294 | 2,385 | ||||||
| 2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 339,946 | 1.07 | 52,989 | -4.31 | ||||
| 2025-06-26 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 7,536 | 29.66 | 1,179 | 18.63 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 59,431 | 4.31 | 9,268 | -1.19 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 42,100 | 18.59 | 6,575 | 13.54 | |||
| 2025-04-30 | 13F | 索福斯投资公司 | 301 | 7,425.00 | 50 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 33,748 | 14.21 | 5,270 | 9.36 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 114 | 128.00 | 18 | 112.50 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 122,800 | 7.06 | 19,178 | 2.51 | |||
| 2025-06-23 | NP | HCPIX - 医疗保健 Ultrasector 深度投资者类别 | 1,081 | 0.56 | 169 | -7.65 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P 500 2x 策略基金可变年金 | 689 | 284.92 | 107 | 268.97 | ||||
| 2025-08-13 | 13F | Peloton 财富策略师 | 12,904 | 3.26 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 6,543 | 47.46 | 1,020 | 39.73 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 1,802 | 2.04 | 281 | -3.10 | ||||
| 2025-08-13 | 13F | Westerkirk资本公司 | 33,700 | 5,256 | ||||||
| 2025-08-11 | 13F | 斯通布鲁克私人公司 | 1,513 | 8.30 | 236 | 2.17 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 18,475 | 885.33 | 2,881 | 835.39 | ||||
| 2025-08-12 | 13F | 博雷尔资本管理有限公司 | 120 | 19 | ||||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 124,430 | 0.57 | 19,405 | -4.75 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 54,526 | 656.78 | 8,503 | 616.95 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 208 | 69.11 | 32 | 60.00 | ||||
| 2025-08-26 | NP | SPFFX-Sphere 500 气候基金 | 369 | 20.59 | 58 | 14.00 | ||||
| 2025-05-16 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 22,086 | 5.83 | 3,636 | 6.94 | ||||
| 2025-07-24 | NP | EUSA - iShares MSCI 美国等权重 ETF | 16,514 | 35.57 | 2,785 | 36.67 | ||||
| 2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 46,254 | 28.15 | 7,213 | 26.92 | ||||
| 2025-08-07 | 13F | 中西部信托公司 | 119,015 | 18,560 | ||||||
| 2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 232,755 | 6.70 | 36,403 | -2.35 | ||||
| 2025-08-29 | NP | BEEZ - Honeytree 美国股票 ETF | 1,993 | 7.04 | 311 | 1.31 | ||||
| 2025-08-26 | NP | SBRAX - Segall Bryant & Hamill All Cap 基金零售类 | 8,363 | 10.71 | 1,304 | 4.91 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 16,946 | 4.53 | 2,697 | 2.51 | ||||
| 2025-06-26 | NP | FEMWX - 富达股票市场中性基金富达顾问股票市场中性基金：Z 类 | 1,132 | 177 | ||||||
| 2025-07-17 | 13F | 长滩农商信托公司 | 1,627 | 24.39 | 254 | 17.67 | ||||
| 2025-07-29 | 13F | 诺瓦资本管理有限公司 | 96,171 | 0.52 | 14,998 | -4.79 | ||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | 伊顿万斯增强股票收益基金 | 53,818 | 27.68 | 8,393 | 20.92 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 7,694 | 1,200 | ||||||
| 2025-08-14 | 13F | 目的地财富管理 | 131,805 | 2.90 | 20,555 | -2.54 | ||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 1,300 | 0.39 | 203 | -5.16 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 1,422,494 | 31.02 | 221,838 | 24.09 | ||||
| 2025-07-16 | 13F | 远景资本管理公司 | 37,207 | 2.54 | 5,802 | -2.88 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 3,357 | 2.38 | 524 | -2.97 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 1,298 | 1.17 | 202 | -4.27 | ||||
| 2025-07-07 | 13F | 鱼鹰私人财富有限责任公司 | 17,180 | 0.35 | 2,735 | -2.98 | ||||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 1,971 | 7.24 | 308 | -1.91 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 5,716 | 335.34 | 894 | 298.66 | ||||
| 2025-06-26 | NP | NUDV - Nuveen ESG 股息 ETF | 2,420 | 378 | ||||||
| 2025-08-25 | NP | EMOT - First Trust 标准普尔 500 经济护城河 ETF | 540 | 10.43 | 84 | 5.00 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 13,179 | 2.10 | 2 | 0.00 | ||||
| 2025-08-26 | NP | 机构投资策略基金 | 29 | 3.57 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 29 | 45.00 | 5 | 33.33 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 155,760 | 6.00 | 24,291 | 0.40 | ||||
| 2025-06-26 | NP | NDVG - Nuveen 股息增长 ETF | 1,379 | 2.83 | 216 | -6.11 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 363,253 | 8.07 | 56,649 | 2.36 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 522,430 | 2.06 | 81,473 | -3.34 | ||||
| 2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 288,156 | 2,056.21 | 44,938 | 1,942.59 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 1,712 | 6.47 | 267 | 0.76 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 15,690 | 33.09 | 2,447 | 26.02 | ||||
| 2025-06-25 | NP | BKCG——纽约梅隆银行集中增长ETF | 14,050 | 2,197 | ||||||
| 2025-07-29 | 13F | TFC财务管理 | 1,103 | 0.27 | 172 | -4.97 | ||||
| 2025-08-14 | 13F | 和谐资产管理有限公司 | 11,057 | 9.95 | 1,724 | 4.17 | ||||
| 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 | 24 | 4 | ||||||
| 2025-08-27 | NP | VMGAX - Vanguard Mega Cap Growth Index Fund 机构股票 | 542,903 | 1.53 | 84,666 | -3.83 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 17,748 | 35.88 | 2,768 | 28.70 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 24,201 | 0.47 | 3,774 | -4.82 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 71 | 16.39 | 11 | 10.00 | ||||
| 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 | 9,959 | 5.02 | 1,553 | -0.51 | ||||
| 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 | 82,901 | 2.04 | 12,928 | -3.35 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 13,693 | 17.10 | 2,135 | 10.91 | ||||
| 2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 14,694 | 2,292 | ||||||
| 2025-08-26 | NP | MFUT-Cambria Chesapeake Pure Trend ETF | Short | -682 | -6.58 | -106 | -11.67 | |||
| 2025-08-29 | NP | 多策略成长与收益基金 | 2,014 | 314 | ||||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,970 | 19.64 | 4,531 | 9.47 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 3,686 | 0.52 | 575 | -4.81 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Invesco 全球投资组合 IB 类 | 8,370 | 65.84 | 1,305 | 57.23 | ||||
| 2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 14,844 | 65.25 | 2,315 | 56.46 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 4,659,371 | 5.69 | 726,629 | 0.10 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 12,294 | 38.35 | 1,841 | 28.03 | ||||
| 2025-08-13 | 13F | 吉布斯财富管理 | 17,397 | 2,713 | ||||||
| 2025-08-01 | 13F | 瑞穗证券美国有限公司 | 30,770 | 4,799 | ||||||
| 2025-08-12 | 13F | Jw 科尔顾问公司 | 5,066 | 35.74 | 790 | 28.66 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 47,179 | 8.73 | 7,358 | 11.33 | ||||
| 2025-06-27 | NP | AIM INTERNATIONAL 互惠基金（INVESCO INTERNATIONAL 互惠基金）- Invesco Oppenheimer 全球焦点基金 R6 级 | 34,105 | 112.00 | 5,334 | 94.03 | ||||
| 2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 213,234 | 8.52 | 33,254 | 2.78 | ||||
| 2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 3,328 | 29.09 | 519 | 22.41 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 18,946 | 0.51 | 2,955 | -4.80 | ||||
| 2025-07-22 | 13F | PUREfi 财富有限责任公司 | 2,756 | 20.72 | 430 | 14.40 | ||||
| 2025-07-07 | 13F | 俄克拉荷马州信托公司 | 7,101 | 2.75 | 1,107 | -2.64 | ||||
| 2025-07-22 | 13F | 优势投资伙伴有限责任公司 | 77,103 | 0.78 | 12,024 | -4.55 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 4,591 | 49.11 | 774 | 50.58 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 15,237 | 77.73 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 32,273 | 1.78 | 5,033 | -3.60 | ||||
| 2025-07-28 | NP | ISPY - ProShares 标准普尔 500 高收益 ETF | 7,053 | 16.75 | 1,189 | 17.72 | ||||
| 2025-07-30 | NP | VUSE - Vident 核心美国股票基金 | 25,684 | 10.21 | 4,331 | 11.14 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 1,832 | 3.33 | 286 | -2.06 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 396,166 | 2.44 | 61,960 | -6.25 | ||||
| 2025-08-19 | NP | RIFAX - 美国战略股票基金 | 4,335 | 6.80 | 676 | 1.20 | ||||
| 2025-07-29 | 13F | 康芒斯资本有限公司 | 6,958 | 6.70 | 1,085 | 1.12 | ||||
| 2025-07-30 | 13F | 第一公民银行和信托公司 | 43,101 | 449.20 | 6,722 | 420.20 | ||||
| 2025-08-07 | 13F | 埃弗哈特金融集团有限公司 | 2,389 | 28.58 | 373 | 21.97 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 16,706 | 56.88 | 2,605 | 48.60 | ||||
| 2025-08-13 | 13F | Bls Capital Fondsmaeglerselskab A/s | 1,340,039 | 29.98 | 208,979 | 23.11 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 24,960 | 14.55 | 3,893 | 8.50 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 2,181 | 44.44 | 368 | 45.63 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 1,470,742 | 126.82 | 229,362 | 114.84 | ||||
| 2025-08-26 | NP | IGMAX - VY(R) Invesco Oppenheimer 全球投资组合 ADV 级 | 84,367 | 0.96 | 13,157 | -4.37 | ||||
| 2025-08-28 | NP | 指数 - S&P 500(R) 等权重空载股 | 1,196 | 2.66 | 187 | -2.62 | ||||
| 2025-08-08 | 13F | 柏灵财富合伙有限公司 | 27,100 | 21.96 | 4,226 | 15.53 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 67,712 | 3.29 | 10,560 | -2.17 | ||||
| 2025-07-28 | NP | IUS - Invesco RAFI(TM) 战略美国 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,231 | 0.65 | 545 | 1.49 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 146,899 | 5.66 | 22,909 | 0.07 | ||||
| 2025-08-25 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 749 | 12.63 | 117 | 6.42 | ||||
| 2025-08-26 | 13F/A | MASTERINVEST 资本投资有限公司 | 5,841 | 911 | ||||||
| 2025-08-12 | 13F | 国家信托银行 | 777 | 2,777.78 | 121 | 2,925.00 | ||||
| 2025-08-14 | 13F | 马林银行 | 3,857 | 601 | ||||||
| 2025-08-14 | 13F | 奇尔顿投资有限公司 | 4,944 | 5.21 | 771 | -0.26 | ||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 392 | 61 | ||||||
| 2025-08-14 | 13F | 主要街道合作伙伴有限责任公司 | 2,004 | 313 | ||||||
| 2025-08-20 | 13F | 前沿财富合作伙伴有限责任公司 | 1,580 | 25.60 | 255 | 22.71 | ||||
| 2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 36,649 | 11.57 | 5,715 | 5.68 | ||||
| 2025-07-29 | NP | VMCTX - Vanguard Mega Cap 指数基金机构股票 | 67,867 | 2.52 | 11,444 | 3.37 | ||||
| 2025-07-07 | 13F | 惠理投资公司 | 14,367 | 7.15 | 2,237 | 1.22 | ||||
| 2025-08-06 | 13F | AE 财富管理有限责任公司 | 66,578 | 3,128.81 | 10,383 | 2,962.54 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 590 | 273.42 | 92 | 253.85 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 397,382 | 2.67 | 61,972 | -2.76 | ||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 11,650 | 537.31 | 1,817 | 503.65 | ||||
| 2025-08-28 | NP | TLCHX - 社会选择股票基金 | 4,422 | 3.20 | 690 | -2.27 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 25,568 | 11.19 | 4,312 | 12.12 | ||||
| 2025-07-25 | 13F | 奥菲投资资产管理公司 | 305,311 | 28.65 | 40,562 | 12.13 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,582 | 7.94 | 403 | 2.29 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 99 | 2.06 | 17 | 0.00 | ||||
| 2025-05-27 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core 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 | 1,654 | 12.29 | 272 | 13.81 | ||||
| 2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 13,832 | 3.98 | 2,157 | -1.51 | ||||
| 2025-04-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 420 | 315.84 | 70 | 311.76 | ||||
| 2025-08-12 | 13F | 三菱日联证券美国公司 | 9,867 | 24.49 | 1,539 | 17.85 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,218 | 12.30 | 711 | 13.22 | ||||
| 2025-09-11 | NP | 商业基金 - 中型价值基金股票 | 2,795 | 2.57 | 407 | -4.46 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC dba 实证财富管理 | 6,107 | 6.69 | 952 | 1.06 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 2,140,346 | 8.19 | 333,777 | 3.44 | ||||
| 2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 7,235 | 4.52 | 1,128 | -0.97 | ||||
| 2025-05-30 | NP | ERNZ - TrueShares 主动收益 ETF | 1,385 | 228 | ||||||
| 2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 6 | 1 | ||||||
| 2025-07-31 | 13F | Tandem 投资顾问公司 | 791,067 | 99.95 | 123 | 89.23 | ||||
| 2025-08-07 | 13F | 唤起财富有限公司 | 3,334 | 66.87 | 520 | 57.75 | ||||
| 2025-07-31 | 13F | 共振资本顾问有限责任公司 | 2,382 | 15.46 | 371 | 9.44 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 105,824 | 324.50 | 16,503 | 302.12 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 9,535 | 20.64 | 1,487 | 14.22 | ||||
| 2025-08-05 | 13F | 王朝财富管理有限责任公司 | 28,401 | 4.51 | 4,429 | -1.01 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 100 | 163.16 | 16 | 150.00 | ||||
| 2025-07-25 | NP | URTH - iShares MSCI 世界 ETF | 29,808 | 5.85 | 5,027 | 6.73 | ||||
| 2025-08-27 | NP | VSLU - 应用金融估值大盘 ETF | 3,796 | 33.94 | 592 | 26.82 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 5,578 | 0.72 | 870 | -4.61 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 3,325 | 3.10 | 518 | -2.26 | ||||
| 2025-03-27 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 30,510 | 7.57 | 5,214 | 2.12 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 1,487 | 237 | ||||||
| 2025-08-13 | 13F | 迪克森·米切尔投资顾问公司 | 91,784 | 6.84 | 14,314 | 1.19 | ||||
| 2025-04-25 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 3,622 | 683.98 | 606 | 740.28 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 1,818 | 0.11 | 299 | 1.36 | ||||
| 2025-07-25 | NP | AQLT - iShares MSCI 全球质量因子 ETF | 4,264 | 2.01 | 719 | 2.86 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 12,383 | 3.55 | 1,931 | -1.88 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 3,545 | 14.21 | 598 | 15.03 | ||||
| 2025-08-01 | 13F | Fjarde Ap-fonden /第四瑞典国家养老基金 | 128,511 | 14.94 | 20 | 11.11 | ||||
| 2025-08-07 | 13F/A | 贝尔投资咨询有限公司 | 18,021 | 39.14 | 3,053 | 45.59 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 11,887 | 492.87 | 1,854 | 461.52 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 926 | 844.90 | 144 | 800.00 | ||||
| 2025-08-13 | 13F | 河公园资本管理有限公司 | 4,828 | 12.65 | 753 | 6.67 | ||||
| 2025-06-26 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 42,794 | 86.34 | 6,693 | 70.54 | ||||
| 2025-08-05 | 13F | Triglav 基金有限公司 | 13,000 | 191.48 | 2,027 | 176.16 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 504,474 | 8.84 | 78,673 | 3.09 | ||||
| 2025-08-13 | 13F | 丽都顾问有限责任公司 | 37,889 | 33.20 | 5,909 | 26.16 | ||||
| 2025-07-28 | 13F | 达世币收购公司 | 33,163 | 5,089 | ||||||
| 2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 15,066 | 1.74 | 2,350 | -3.65 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 45,121 | 7.75 | 7,037 | 2.78 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 31 | 6.90 | 5 | 0.00 | ||||
| 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 | 449,675 | 2.16 | 75,829 | 3.01 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 11,281 | 0.88 | 1,759 | -3.46 | ||||
| 2025-08-22 | NP | DFVE-DoubleLine财富500指数等权重ETF | 200 | 13.64 | 31 | 10.71 | ||||
| 2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 1,456 | 227 | ||||||
| 2025-08-12 | 13F | 劳雷尔财富顾问有限责任公司 | 62,225 | 15,495.24 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 151 | 22.76 | 24 | 15.00 | ||||
| 2025-08-13 | 13F | 地峡合伙人有限公司 | 70,400 | 0.48 | 10,979 | -4.83 | ||||
| 2025-07-23 | 13F | 高注财富有限责任公司 | 87 | 6.10 | 14 | 0.00 | ||||
| 2025-08-06 | 13F | Wsfs 资本管理有限公司 | 14,669 | 12.48 | 2,288 | 6.52 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 1,196 | 0 | ||||||
| 2025-08-14 | 13F | Xponance公司 | 108,705 | 1.09 | 16,953 | -4.25 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 137 | 30.48 | 21 | 23.53 | ||||
| 2025-07-10 | 13F | 独木舟金融有限合伙人 | 13,369 | 859.04 | 2,085 | 810.04 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 1,405 | 11.69 | 219 | 5.80 | ||||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 6,804 | 10.87 | 1,025 | 2.30 | ||||
| 2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 2,654 | 0.19 | 0 | |||||
| 2025-06-26 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 236,043 | 3.54 | 36,917 | -5.24 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 9,269 | 0.71 | 1,446 | -4.62 | ||||
| 2025-08-14 | 13F | 采石场LP | 693 | 777.22 | 108 | 730.77 | ||||
| 2025-08-07 | 13F | 阿米卡互助保险公司 | 21,613 | 3 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 338,000 | 76.04 | 52,711 | 66.74 | |||
| 2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 69,577 | 5.00 | 11,733 | 5.87 | ||||
| 2025-08-08 | 13F | Abc 套利 Sa | 14,387 | 2,244 | ||||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 66,723 | 1.41 | 10,405 | -3.95 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 11 | 57.14 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | 论坛财务管理有限合伙人 | 3,662 | 4.18 | 571 | -1.21 | ||||
| 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 | 43,400 | 1.35 | 6,768 | -4.00 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 4,134 | 13.88 | 645 | 7.87 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 281,873 | 2,337.29 | 43,958 | 2,208.72 | ||||
| 2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 1,854 | 14.66 | 289 | 8.65 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 41,886,987 | 0.80 | 6,532,276 | -4.53 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 87,093 | 2.23 | 13,582 | -3.17 | ||||
| 2025-08-12 | 13F | 北极星资产管理公司 | 1,441 | 4.88 | 225 | -0.88 | ||||
| 2025-03-26 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 3,768 | 14.88 | 644 | 9.73 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 14,800 | 2,308 | |||||
| 2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 160,420 | 12.34 | 25,090 | 2.81 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 700 | 109 | |||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 28,487 | 4.86 | 4,443 | -0.69 | ||||
| 2025-08-07 | 13F | 阿米卡退休医疗信托基金 | 1,891 | 0 | ||||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 139,615 | 132.63 | 21,773 | 120.34 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 29,525 | 4,604 | ||||||
| 2025-06-30 | NP | NSFLX - Natixis 可持续未来 2055 基金 N 类 | 103 | 8.42 | 16 | 0.00 | ||||
| 2025-07-30 | 13F | 施瓦茨投资顾问公司 | 180,000 | 28,071 | ||||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -11,675 | -1,826 | |||||
| 2025-08-14 | 13F | PDT 合作伙伴有限责任公司 | 23,010 | 64.32 | 3,588 | 55.66 | ||||
| 2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 16,660 | 2,598 | ||||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 42 | 250.00 | 7 | 500.00 | ||||
| 2025-06-24 | NP | BBUS - 摩根大通 BetaBuilders 美国股票 ETF | 39,130 | 4.41 | 6,120 | -4.45 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 173,483 | 7.03 | 28,564 | 8.16 | ||||
| 2025-06-13 | NP | GXXAX - 安本美国多股股票基金（原安本美国股票基金）A 类 | 39,271 | 6,142 | ||||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 2,604 | 6.20 | 406 | 0.74 | ||||
| 2025-08-08 | 13F | KBC 集团 | 340,527 | 7.82 | 53 | 1.92 | ||||
| 2025-07-10 | 13F | 安全国家银行 | 51,425 | 2.77 | 8,020 | -2.67 | ||||
| 2025-07-28 | NP | VSRDX - 美国社会责任基金 | 25,760 | 37.72 | 4,344 | 38.84 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 2,175 | 25.50 | 339 | 18.95 | ||||
| 2025-07-21 | 13F | 语法研究公司 | 13,918 | 2,171 | ||||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 2,427,388 | 3.08 | 378,570 | -2.35 | ||||
| 2025-08-13 | 13F | 西万特资本管理有限责任公司 | 9,319 | 1,453 | ||||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 53,572 | 1.52 | 8,355 | -3.84 | ||||
| 2025-08-14 | 13F | 蓝云杉投资有限公司 | 752,351 | 21,663.12 | 117,329 | 20,520.21 | ||||
| 2025-07-24 | 13F | 科珀温德金融有限责任公司 | 6,448 | 5.55 | 1,006 | 0.00 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 1,296 | 0.15 | 202 | -5.16 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 5,854 | 11.76 | 913 | 5.80 | ||||
| 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 | 110,610 | 0.73 | 17,299 | -7.81 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 32,470 | 5.11 | 5,064 | -0.45 | ||||
| 2025-07-31 | 13F | 时刻合作伙伴有限责任公司 | 2,354 | 3.16 | 367 | -2.13 | ||||
| 2025-08-28 | NP | RWGFX - RiverPark/Wedgewood 基金零售类 | 7,035 | 1,097 | ||||||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 1,898 | 26.28 | 300 | 33.48 | ||||
| 2025-07-22 | 13F | LGT基金管理有限公司 | 3,656 | 9.53 | 570 | 3.83 | ||||
| 2025-08-27 | NP | ARTRX - Artisan 全球机会基金投资者股票 | 77,789 | 12,131 | ||||||
| 2025-05-27 | NP | 第一信托可变保险信托 - 第一信托资本实力投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,745 | 3,251 | ||||||
| 2025-07-29 | NP | Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF | 445 | 34.85 | 75 | 36.36 | ||||
| 2025-07-31 | 13F | 圣山顾问有限责任公司 | 2,976 | 104.40 | 464 | 94.14 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 95,468 | 94.76 | 14,888 | 84.49 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 912,477 | 737.87 | 142,301 | 693.60 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 71,093 | 4.11 | 11,087 | -1.39 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 6,192 | 8.69 | 966 | 2.88 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 7,243 | 58.11 | 1,130 | 49.73 | ||||
| 2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 3,446 | 5.58 | 537 | 0.00 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 639 | 234.55 | 100 | 219.35 | ||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 229 | 8.02 | 36 | 2.94 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 88,600 | 13,817 | ||||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 342 | 36.80 | 53 | 29.27 | ||||
| 2025-08-13 | 13F | PharVision 顾问有限责任公司 | 2,099 | 327 | ||||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 3,293 | 160.32 | 514 | 146.63 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 1,350,332 | 6.12 | 210,584 | 0.52 | ||||
| 2025-08-25 | NP | MGFAX - 万通互助理财全球基金 A 类 | 2,599 | 49.28 | 405 | 41.61 | ||||
| 2025-06-26 | NP | FHOFX - 富达系列大盘成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,808 | 23.10 | 3,880 | 12.63 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 25,243 | 17.55 | 3,937 | 11.34 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 2,273 | 3.04 | 354 | -2.48 | ||||
| 2025-08-14 | 13F | 字幕管理有限责任公司 | Call | 15,800 | 53.40 | 2,464 | 45.37 | |||
| 2025-07-09 | 13F | 智慧资本有限公司 | 2,042 | 31.15 | 318 | 24.22 | ||||
| 2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 68,718 | 5.97 | 10,717 | 0.37 | ||||
| 2025-08-13 | 13F | Fairtree 资产管理（私人）有限公司 | 4,562 | 711 | ||||||
| 2025-07-25 | NP | SCHG - 嘉信美国大盘成长 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 690,909 | 6.39 | 116,508 | 7.27 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 29,853 | 204.65 | 5 | 300.00 | ||||
| 2025-07-31 | 13F | 布莱顿琼斯有限公司 | 6,647 | 24.27 | 1,037 | 17.73 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Call | 32,500 | 5 | |||||
| 2025-07-30 | 13F/A | KPP 咨询服务有限责任公司 | 6,875 | 3.45 | 1,072 | -2.01 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | Put | 32,500 | 5 | |||||
| 2025-08-04 | 13F | BLB&B 顾问有限公司 | 75,875 | 4.08 | 11,833 | -1.42 | ||||
| 2025-05-27 | NP | GMEZX - 影响力股票基金投资者 | 276 | 45 | ||||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 35,435 | 25.46 | 5,526 | 18.84 | ||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 62,800 | 81.50 | 9,794 | 71.93 | |||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 35,304 | 1.35 | 6 | 0.00 | ||||
| 2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 4,874 | 8.60 | 760 | 2.98 | ||||
| 2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 580 | 90 | ||||||
| 2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 22,273 | 0.41 | 3,756 | 1.24 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 821 | 0.61 | 128 | -4.48 | ||||
| 2025-07-21 | 13F | 安迪纳资本管理有限责任公司 | 3,569 | 2.35 | 557 | -3.14 | ||||
| 2025-08-05 | 13F | 西区投资管理公司 | 119 | 19 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 102,174 | 61.19 | 15,936 | 54.20 | ||||
| 2025-08-14 | 13F | Aprio 财富管理有限公司 | 2,170 | 338 | ||||||
| 2025-08-14 | 13F | 金融引擎顾问有限责任公司 | 1,956 | 305 | ||||||
| 2025-07-18 | 13F | 柴尔德里斯资本顾问有限公司 | 2,943 | 11.90 | 459 | 5.77 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 2,198 | 20.70 | 343 | 14.38 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML全球基金I类 | 6,196 | 966 | ||||||
| 2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 20,250 | 3.18 | 3,158 | -2.29 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 1,490 | 10.86 | 232 | 4.98 | ||||
| 2025-07-31 | 13F | Rational 顾问有限公司 | 108 | 17 | ||||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 324 | 2.86 | 0 | |||||
| 2025-08-28 | NP | RPXFX - RiverPark 大型增长基金零售类 | 3,693 | 13.32 | 576 | 7.28 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 222,574 | 34,710 | ||||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 40,201 | 3.60 | 6,269 | -1.88 | ||||
| 2025-07-10 | 13F | 安德森霍格兰公司 | 21,287 | 0.21 | 3,320 | 8.22 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 359,877 | 0.30 | 56,123 | -5.00 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘价值指数投资组合 1 类 | 11,774 | 6.02 | 1,841 | -2.95 | ||||
| 2025-08-11 | 13F | 平台技术合作伙伴 | 5,713 | 7.53 | 891 | 1.83 | ||||
| 2025-05-15 | NP | PSET - 主要价格制定者指数 ETF | 4,061 | 7.29 | 669 | 8.44 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 631,253 | 1.76 | 98 | -3.92 | ||||
| 2025-08-06 | 13F | 德克尔退休计划公司 | 85 | 13 | ||||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 13,432 | 3.28 | 2,095 | -2.20 | ||||
| 2025-06-23 | NP | PLFMX - 大型股标准普尔 500 指数基金 R-3 | 78,893 | 1.24 | 12,339 | -7.36 | ||||
| 2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 7,105 | 0.94 | 1,108 | -4.32 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 66,458 | 4.73 | 10,364 | -0.80 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 12,823 | 0.25 | 2,000 | -5.08 | ||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -90 | -6.25 | -14 | -6.67 | |||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 3,348 | 73.83 | 522 | 64.67 | ||||
| 2025-08-28 | NP | IPDP - 股息执行者 ETF | 2,694 | 420 | ||||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/奥本海默全球增长基金 (a) | 22,463 | 53.56 | 3,503 | 45.47 | ||||
| 2025-06-23 | NP | 伊顿万斯税收优惠股息收入基金 | 206,256 | 25.43 | 32,258 | 14.79 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 9,167 | 12.16 | 1 | 0.00 | ||||
| 2025-07-24 | NP | PABU - iShares 巴黎气候 MSCI 美国 ETF | 78,289 | 10.74 | 13,202 | 11.66 | ||||
| 2025-08-08 | 13F | 枫树资本管理公司 | 87,552 | 1.90 | 13,654 | -3.49 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 3,585,702 | 2.34 | 559,192 | -3.07 | ||||
| 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 | 29,874 | 5.58 | 4,672 | -3.37 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 1,176,996 | 362.64 | 182,705 | 337.84 | ||||
| 2025-08-14 | 13F | 海特对冲资产管理有限责任公司 | 6,313 | 985 | ||||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 5,142 | 1.48 | 803 | -2.78 | ||||
| 2025-07-15 | 13F | 马丁资本顾问有限公司 | 1,581 | 247 | ||||||
| 2025-08-08 | 13F | 道明资本管理有限公司 | 104 | 1,055.56 | 16 | 1,500.00 | ||||
| 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 | 449 | 15.42 | 70 | 6.06 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 116,174 | 26.67 | 18,123 | 19.77 | ||||
| 2025-08-12 | 13F | one8zero8有限责任公司 | 2,500 | 8.70 | 390 | 2.91 | ||||
| 2025-05-02 | 13F | 纳帕特里资本有限公司 | 3,362 | 7.65 | 554 | 8.86 | ||||
| 2025-06-23 | NP | 伊顿万斯税务管理多元化股权收益基金 | 155,386 | 40.80 | 24,302 | 40.26 | ||||
| 2025-08-11 | 13F | 百富金融集团有限责任公司 | 1,729 | 270 | ||||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,607 | 2.36 | 251 | -3.10 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 118 | 18 | ||||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 2,179 | 77.59 | 340 | 67.82 | ||||
| 2025-09-03 | 13F | 美国信托 | 17,499 | 2.72 | 2,729 | -2.71 | ||||
| 2025-07-25 | 13F | MOKAN 财富管理有限公司 | 7,933 | 10.23 | 1,236 | 4.39 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 46,755 | 7.95 | 7 | 0.00 | ||||
| 2025-08-28 | NP | TOPC - iShares 标准普尔 500 指数 3% 上限 ETF | 98 | 15 | ||||||
| 2025-08-14 | 13F/A | 瑞士宝盛银行，苏黎世 | 687,257 | 32.42 | 107,151 | 16.51 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 2,927 | 44.69 | 456 | 36.94 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 28,318 | 7.31 | 4,508 | 3.75 | ||||
| 2025-07-15 | 13F | Peddock 资本顾问有限公司 | 7,619 | 2.93 | 1,188 | -2.46 | ||||
| 2025-08-28 | NP | NZAC - SPDR MSCI ACWI 低碳目标 ETF | 1,457 | 2.46 | 227 | -2.99 | ||||
| 2025-08-14 | 13F | 阿斯彭格罗夫资本有限责任公司 | 2,704 | 3.40 | 422 | -2.09 | ||||
| 2025-07-29 | 13F | 经验资产管理有限责任公司 | 4,109 | 25.62 | 641 | 18.96 | ||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 48,845 | 8.63 | 7,639 | -0.59 | ||||
| 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 | 61,523 | 16.52 | 10,375 | 17.49 | ||||
| 2025-08-15 | NP | BCHP - 本金聚焦蓝筹 ETF 本金聚焦蓝筹 ETF | 18,577 | 4.41 | 2,897 | -1.09 | ||||
| 2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 55,324 | 4.84 | 8,628 | -0.70 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 3,223,761 | 16.99 | 502,745 | 10.81 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 13,875 | 10.21 | 2,284 | 11.36 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 39,635 | 5.33 | 6,181 | -0.23 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 56,059 | 3.50 | 8,742 | -1.97 | ||||
| 2025-08-01 | 13F | 特维斯投资管理公司 | 2,887 | 450 | ||||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 13,398 | 125.97 | 2,089 | 114.04 | ||||
| 2025-06-30 | NP | VDIGX - 先锋股息增长基金投资者股票 | 4,833,940 | 10.00 | 756,028 | 0.67 | ||||
| 2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 10,665 | 578.87 | 1,663 | 544.57 | ||||
| 2025-07-09 | 13F | 第一银行与信托 | 9,183 | 7.74 | 1,432 | 2.07 | ||||
| 2025-07-29 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 北美气候 ETF | 24,834 | 5.33 | 4,188 | 6.19 | ||||
| 2025-06-26 | NP | ETLGX - E*TRADE 免费大盘指数基金 | 69 | 11 | ||||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,688 | 9.35 | 2,766 | 0.07 | ||||
| 2025-08-14 | 13F | 水路财富管理有限责任公司 | 4,435 | 692 | ||||||
| 2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,146 | 3.58 | 3,397 | 4.46 | ||||
| 2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 1,449 | 226 | ||||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 20,445 | 31.23 | 3,448 | 32.32 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 59,292 | 2.93 | 9,356 | -1.36 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 9,030 | 0.97 | 1,408 | -4.35 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 14,358 | 138.11 | 2,239 | 125.71 | ||||
| 2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 12,294 | 12.38 | 1,917 | 6.44 | ||||
| 2025-07-21 | 13F | 联合投资集团有限责任公司 | 26,235 | 59.63 | 4,091 | 51.18 | ||||
| 2025-07-09 | 13F | 巴伦财富管理有限公司 | 2,497 | 37.73 | 389 | 30.54 | ||||
| 2025-08-14 | 13F | 哈里斯联合有限合伙人 | 1,405 | 219 | ||||||
| 2025-07-17 | 13F | 贝内特·塞尔比投资有限责任公司 | 12,531 | 14.18 | 1,954 | 8.14 | ||||
| 2025-08-01 | 13F | 罗斯比金融（LCC） | 5,866 | 31.55 | 915 | 33.63 | ||||
| 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 | 1,349 | 20.12 | 211 | 9.95 | ||||
| 2025-07-22 | 13F | 奇迹英里顾问有限责任公司 | 3,793 | 59.84 | 592 | 51.54 | ||||
| 2025-08-14 | 13F | 西门子基金投资有限公司 | 18,940 | 3.99 | 2,954 | -1.50 | ||||
| 2025-06-26 | NP | EUSM-Eventide 美国市场 ETF | 2,986 | 64.61 | 467 | 50.65 | ||||
| 2025-07-29 | NP | VRVIX - Vanguard Russell 1000 价值指数基金机构股票 | 42,510 | 7.59 | 7,168 | 8.49 | ||||
| 2025-07-24 | NP | SHP ETF 信托 - NEOS S&P 500(R) 高收入 ETF | 37,894 | 21.42 | 6,390 | 22.44 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89,619 | 12.07 | 15,112 | 13.00 | ||||
| 2025-06-26 | NP | CVAR - 品种 ETF | 1,892 | 0.69 | 296 | -8.10 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 46,386 | 0.54 | 7,637 | 1.56 | ||||
| 2025-08-29 | NP | USMF - WisdomTree 美国多因素基金 不适用 | 8,342 | 5.01 | 1,301 | -0.54 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 556 | 39.70 | 94 | 40.91 | ||||
| 2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 9,299 | 1.95 | 1,450 | -3.40 | ||||
| 2025-08-25 | NP | SBSPX - QS S&P 500 指数基金 A 类 | 5,538 | 2.01 | 864 | -3.36 | ||||
| 2025-08-26 | NP | BGDV——Bahl & Gaynor 股息 ETF | 47,814 | 0.94 | 7,457 | -4.40 | ||||
| 2025-08-26 | NP | PGRNX - Pax 全球环境市场基金投资者类别 | 118,201 | 18,433 | ||||||
| 2025-04-22 | NP | FLCG-联邦 Hermes MDT 大型股成长 ETF | 194 | 151.95 | 32 | 146.15 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 38,800 | 70.93 | 6,051 | 61.89 | |||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 1,315 | 205 | ||||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 4,500 | 136.84 | 702 | 124.68 | |||
| 2025-08-15 | 13F/A | 交响金融有限公司 | 1,893 | 201 | ||||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 142,837 | 5.74 | 22,276 | 0.16 | ||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 480,925 | 14.84 | 75,000 | 8.77 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 111 | 17 | ||||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 915 | 58.30 | 143 | 51.06 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 3,128 | 0.32 | 488 | -3.37 | ||||
| 2025-07-29 | 13F | 银橡财富管理有限责任公司 | 3,750 | 6.20 | 585 | 0.52 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 48,957 | 27.93 | 7,635 | 21.17 | ||||
| 2025-07-24 | 13F | 峰会广场财务顾问有限责任公司 | 19,293 | 0.78 | 3,009 | -4.57 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 164,954 | 5.89 | 26 | 0.00 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 60,071 | 9,368 | ||||||
| 2025-08-12 | 13F | 荷兰银行 | 319,715 | 5.01 | 50,125 | 0.16 | ||||
| 2025-08-08 | 13F | 北卡罗来纳州维拉银行 | 3,804 | 153.60 | 593 | 141.06 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 3,278 | 0.06 | 553 | 0.91 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 19 | 216.67 | 3 | |||||
| 2025-08-08 | 13F | 创意策划 | 89,416 | 0.63 | 13,944 | -4.69 | ||||
| 2025-08-19 | 13F | 咨询服务网络有限责任公司 | 26,080 | 7.02 | 3,802 | -5.23 | ||||
| 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 | 203,603 | 0.55 | 31,752 | -4.77 | ||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 2,712 | 20.16 | 423 | 13.75 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 2,671 | 1.48 | 417 | -3.93 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 342,569 | 6.98 | 53,424 | 1.33 | ||||
| 2025-05-27 | 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 | 1,464 | 10.99 | 241 | 12.62 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 131,200 | 2.26 | 20,461 | -3.14 | |||
| 2025-07-30 | 13F | Eqis资本管理公司 | 6,431 | 14.23 | 1,003 | 8.21 | ||||
| 2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 3,659 | 40.25 | 571 | 32.87 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 241,061 | 3.96 | 37,542 | -1.52 | ||||
| 2025-07-31 | 13F | 卡博特财富管理公司 | 66,613 | 2.97 | 10,388 | -2.47 | ||||
| 2025-08-05 | 13F | 凯斯勒·诺曼·赖德有限责任公司 | 26,842 | 385.39 | 4,187 | 359.60 | ||||
| 2025-08-29 | NP | SPXUX-WisdomTree 500 数字基金 N/A | 98 | 196.97 | 15 | 200.00 | ||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 4 | 1 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 251,400 | 38.67 | 39,206 | 31.34 | |||
| 2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类 | 7,909 | 1,233 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 710,816 | 754.49 | 110,852 | 709.37 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 398,344 | 5.99 | 62,122 | 0.39 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 41,504 | 1.94 | 6,473 | -3.45 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 2,976 | 464 | ||||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -11,780 | -18.55 | -1,842 | -25.46 | |||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 4,554 | 6.25 | 710 | 0.71 | ||||
| 2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 28,106 | 2.86 | 4,383 | -2.56 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 26,806 | 2.02 | 4,180 | -3.37 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 20,997 | 17.92 | 3,274 | 11.70 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 116 | 222.22 | 18 | 0.00 | ||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 98 | 1.03 | 15 | -6.25 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 7,808 | 4.23 | 1,218 | -1.30 | ||||
| 2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 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 | 46,307 | 176.16 | 7,222 | 161.63 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 602 | 36.82 | 94 | 29.17 | ||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 54,169 | 82.46 | 8,919 | 52.21 | ||||
| 2025-07-16 | 13F | 西尔维斯特顾问有限责任公司 | 5,212 | 813 | ||||||
| 2025-08-15 | 13F | 田纳西州财政部 | 196,467 | 38.25 | 30,639 | 30.95 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 7,824 | 0.14 | 1,220 | -5.13 | ||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 396,481 | 259.11 | 62 | 238.89 | ||||
| 2025-08-04 | 13F | B&l 资产管理有限公司 | 3,893 | 8.96 | 607 | 3.23 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 2,779 | 2.77 | 433 | -2.70 | ||||
| 2025-07-28 | NP | AVLV - Avantis 美国大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 171,947 | 28,995 | ||||||
| 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 | 992,128 | 0.05 | 155,169 | -8.44 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 6,622 | 21.06 | 1,007 | 20.02 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 24,450 | 3.74 | 3,813 | -1.75 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 8,462 | 38.18 | 1,320 | 30.85 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 1 | 0 | ||||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 235 | 0.86 | 0 | |||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 9,323 | 9.41 | 1,454 | 3.64 | ||||
| 2025-05-27 | NP | 第一信托可变保险信托 - 第一信托资本实力对冲股票投资组合 I 类 | 1,259 | 207 | ||||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 344,731 | 2.00 | 53,761 | -3.39 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 T. Rowe Price 股票收入投资组合初始类别 | 19,400 | 3.62 | 3,025 | -1.85 | ||||
| 2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 17 | 3 | ||||||
| 2025-08-22 | NP | MSVDX - 活力组合 I 级 | 411 | 2.49 | 64 | -3.03 | ||||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 15 | 275.00 | 2 | |||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 20,791 | 16.72 | 3,242 | 10.57 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 9,543 | 8.55 | 1,488 | 2.83 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 49,012 | 13.59 | 7,643 | 7.59 | ||||
| 2025-08-07 | 13F | LOM资产管理有限公司 | 170 | 0 | ||||||
| 2025-08-29 | NP | VELA 基金 - VELA 收入机会基金 A 类 | 2,128 | 12.35 | 332 | 6.43 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 235,090 | 36.74 | 36,662 | 29.52 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 19 | 3 | ||||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 2,189,242 | 0.80 | 341,412 | -4.53 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 4,780 | 11.84 | 745 | 5.97 | ||||
| 2025-06-23 | NP | QUAL - iShares Edge MSCI 美国质量因子 ETF | 1,138,583 | 1.68 | 178,074 | -6.95 | ||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 18,622 | 12.00 | 2,904 | 6.10 | ||||
| 2025-07-09 | 13F | 信托联盟有限责任公司 | 4,114 | 1.28 | 642 | -4.04 | ||||
| 2025-08-12 | 13F | 磁星金融有限责任公司 | 3,425 | 534 | ||||||
| 2025-06-27 | NP | PILL - Direxion Daily Pharmaceutical & Medical Bull 3X 股票 | 2,324 | 1.93 | 363 | -6.68 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 2,701,905 | 3.62 | 421 | -1.86 | ||||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 106,714 | 14.13 | 17 | 6.67 |
