机构和基金投资人持股 - 卖家
此页面显示在上一个报告期内减持或平仓的机构、基金和大股东红色行表示平仓。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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-30 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-23 | 13F | 财富效应有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 格林菲尔德储蓄银行 | 856 | -0.81 | 280 | 3.70 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 1,748,914 | -8.20 | 572,769 | -4.09 | ||||
| 2025-06-17 | NP | BHBFX - 麦迪逊股息收益基金 股息收益基金 Y 类 | 5,450 | -7.04 | 1,601 | -23.32 | ||||
| 2025-08-13 | 13F | 托德资产管理有限公司 | 138,828 | -1.10 | 45,466 | 3.34 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 111,861 | -24.71 | 37 | -21.74 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 15,557 | -0.70 | 5,095 | 3.75 | ||||
| 2025-07-25 | NP | INUTX - 哥伦比亚股息机会基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 11,278 | -1.74 | 3,626 | -14.20 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 1,001 | -0.10 | 328 | 4.14 | ||||
| 2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 1,754 | -20.74 | 574 | -17.17 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 1,845 | -49.19 | 604 | -46.92 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 1,187 | -6.54 | 389 | -2.51 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 96,161 | -39.11 | 31,493 | -36.38 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 232 | -10.08 | 76 | -6.25 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 34,651 | -2.80 | 11,348 | 1.57 | ||||
| 2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 1,597 | -0.56 | 513 | -13.20 | ||||
| 2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -5,245 | -223.27 | -1,541 | -251.08 | |||
| 2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 16,292 | -3.09 | 5,336 | 1.25 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 908 | -4.72 | 297 | -0.34 | ||||
| 2025-07-21 | 13F | 塞奇沃斯信托公司 | 1,410 | -0.91 | 462 | 3.36 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 19,452 | -14.32 | 6,371 | -10.48 | ||||
| 2025-08-05 | 13F | 好事达公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus 信托部 | 75 | -50.98 | 25 | -48.94 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 564 | -0.53 | 185 | 3.95 | ||||
| 2025-05-15 | 13F | 安吉利斯投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 650 | -3.27 | 213 | 0.95 | ||||
| 2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,992 | -0.30 | 640 | -12.93 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 10,932 | -32.92 | 3,580 | -29.90 | ||||
| 2025-08-13 | 13F | 地理财富管理有限责任公司 | 3,050 | -8.44 | 999 | -4.41 | ||||
| 2025-07-25 | NP | UTMAX - 目标管理配置基金 | 2,214 | -46.98 | 712 | -53.74 | ||||
| 2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 720 | -6.49 | 236 | -2.49 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 453 | -95.46 | 148 | -95.26 | ||||
| 2025-07-18 | 13F | 第一太平金融 | 2,964 | -11.71 | 971 | -7.79 | ||||
| 2025-08-06 | 13F | 遗产投资解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | CTEX - ProShares S&P Kensho Cleantech ETF | 115 | -46.76 | 37 | -54.43 | ||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 1,941 | -34.11 | 570 | -45.66 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 47,735 | -0.17 | 15,633 | 4.31 | ||||
| 2025-05-15 | 13F | LMR 合伙人律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 58,400 | -0.20 | 18,305 | -10.27 | ||||
| 2025-05-13 | 13F | 洛伊特霍尔德集团有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 44,505 | -8.42 | 14,307 | -20.04 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 6,982 | -5.79 | 2,287 | -11.50 | ||||
| 2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 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 | 59,690 | -2.25 | 19,189 | -14.64 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index 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 | 7,652 | -1.12 | 2,506 | 3.34 | ||||
| 2025-08-04 | 13F | 旗舰港顾问有限公司 | 687 | -1.01 | 225 | 3.23 | ||||
| 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 | 81,903 | -8.21 | 26,330 | -19.85 | ||||
| 2025-05-09 | 13F | CenterBook 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 多元化信托公司 | 11,486 | -0.39 | 3,762 | 4.07 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 2,919 | -2.41 | 956 | 1.92 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 822 | -79.75 | 269 | -78.85 | ||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 23,006 | -3.97 | 6,760 | -20.80 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 980 | -5.41 | 321 | -1.23 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 12,320 | -4.56 | 4 | 0.00 | ||||
| 2025-04-21 | 13F | 公民与北方公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 6,666 | -1.74 | 2,183 | 2.68 | ||||
| 2025-08-13 | 13F | Natixis 顾问有限公司 | 102,993 | -11.04 | 34 | -8.33 | ||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 2,688 | -2.86 | 880 | 1.50 | ||||
| 2025-05-15 | 13F | 字幕管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 爱荷华州苏城国家银行安全 /ia/ | 6,404 | -0.16 | 2,097 | 4.33 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 16,200 | -57.48 | 5,306 | -55.58 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 1,300 | -2.77 | 426 | 1.43 | ||||
| 2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 634 | -31.53 | 208 | -28.62 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 20 | -95.97 | 0 | |||||
| 2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 85,616 | -46.24 | 28,039 | -43.82 | ||||
| 2025-07-21 | 13F/A | Point72 资产管理有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 641,578 | -37.25 | 208,879 | -33.68 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 4,600 | -77.78 | 1,506 | -76.79 | ||||
| 2025-07-21 | 13F | 河景信托公司 | 200 | -24.81 | 66 | -21.69 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 6,453 | -5.73 | 2,113 | -1.49 | ||||
| 2025-08-13 | 13F | 信托集团有限责任公司 | 4,977 | -1.13 | 1,630 | 3.30 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 3,600 | -56.10 | 1,179 | -54.12 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,511 | -45.92 | 1,032 | -55.41 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 160,750 | -0.13 | 52,646 | 4.35 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | REYX - Y 类股票收益基金 | 916 | -9.22 | 269 | -25.07 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 2,570 | -85.31 | 806 | -86.80 | ||||
| 2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 20 | -61.54 | 7 | -62.50 | ||||
| 2025-04-25 | NP | VGLSX - 全球策略基金 | 369 | -80.25 | 136 | -65.47 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 10,586 | -1.67 | 3,403 | -14.13 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 12,148 | -13.81 | 3,978 | -9.94 | ||||
| 2025-08-12 | 13F | Mediolanum国际基金有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 40,562 | -2.68 | 13,284 | 1.68 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 878 | -2.23 | 288 | 2.14 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,111 | -20.50 | 1,346 | -16.91 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 2,615 | -0.95 | 856 | 3.51 | ||||
| 2025-08-08 | 13F | KBC 集团 | 103,744 | -2.65 | 34 | 0.00 | ||||
| 2025-07-22 | 13F | 罗马诺兄弟公司 | 10,205 | -0.09 | 3,342 | 4.40 | ||||
| 2025-05-09 | 13F | 新时代阿尔法顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 邮政银行资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 793 | -4.92 | 260 | -0.77 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 17,002 | -62.08 | 6 | -64.29 | ||||
| 2025-07-08 | 13F | 阿佩拉资本有限责任公司 | 1,249 | -1.34 | 410 | 9.07 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 1,368 | -4.87 | 448 | -0.44 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 5,898 | -21.41 | 1,932 | -17.90 | ||||
| 2025-08-13 | 13F | 第一生命保险株式会社 | 6,890 | -24.16 | 2,256 | -20.76 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 916 | -9.84 | 300 | -5.66 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 52,219 | -1.74 | 17,102 | 2.67 | ||||
| 2025-05-12 | 13F | 普罗维登斯第一信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F/A | 工商信用 | 2,903 | -5.50 | 951 | -1.25 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 87,268 | -12.83 | 25,643 | -28.11 | ||||
| 2025-05-01 | 13F | 布莱克利金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 54 | -41.94 | 18 | -41.38 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 848 | -8.42 | 278 | -4.48 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 5,919 | -26.05 | 1,938 | -22.73 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 5,799 | -2.13 | 1,899 | 2.26 | ||||
| 2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 联合银行 | 49,287 | -0.33 | 16,141 | 4.15 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 2,472 | -70.09 | 809 | -68.76 | ||||
| 2025-07-24 | 13F | 资本顾问有限公司 | 139 | -5.44 | 0 | |||||
| 2025-08-13 | 13F | 福拉资本有限责任公司 | 1,277 | -85.93 | 418 | -85.30 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 2,305 | -2.54 | 755 | 1.75 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 77,184 | -0.05 | 25,278 | 4.43 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 659 | -11.42 | 216 | -7.73 | ||||
| 2025-04-21 | 13F | 弗里登塔尔金融公司 | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 133 | -8.90 | 47 | 14.63 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 1,199 | -55.11 | 392 | -53.06 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 378,963 | -1.79 | 124,110 | 2.61 | ||||
| 2025-05-08 | 13F | 遗产财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 540 | -4.59 | 177 | -10.66 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 820 | -0.36 | 269 | 3.88 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 3,081 | -3.66 | 1,009 | 0.70 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 352 | -5.38 | 115 | -0.86 | ||||
| 2025-07-17 | 13F | 西德卢瑟福有限公司 | 9,912 | -3.46 | 3,246 | 10.03 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 1,062 | -0.28 | 348 | 4.20 | ||||
| 2025-07-25 | 13F | 主权金融集团公司 | 908 | -0.66 | 297 | 3.85 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 1,463 | -33.23 | 0 | |||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 27,068 | -4.90 | 8,865 | -0.64 | ||||
| 2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,809 | -35.73 | 4,522 | -32.85 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 449 | -45.97 | 147 | -43.46 | ||||
| 2025-05-15 | 13F | Albar资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 33,704 | -2.42 | 11,038 | 1.97 | ||||
| 2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 1,753 | -48.77 | 564 | -55.28 | ||||
| 2025-08-07 | 13F | 米德资产管理公司 | 20 | -61.54 | 7 | -62.50 | ||||
| 2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 11,200 | -47.17 | 3,671 | -44.75 | |||
| 2025-08-05 | 13F | 密歇根州退休系统 | 40,837 | -0.49 | 13,374 | 3.98 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 2,262 | -80.38 | 741 | -79.48 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 25,647 | -4.56 | 8,399 | -0.34 | ||||
| 2025-09-04 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PREIX - T. Rowe 价格股票指数 500 基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 91,666 | -1.03 | 30,021 | 3.41 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 9,099 | -34.52 | 2,980 | -31.60 | ||||
| 2025-08-14 | 13F | Xponance公司 | 21,232 | -7.15 | 6,953 | -2.99 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 174 | -61.07 | 51 | -67.92 | ||||
| 2025-08-13 | 13F | Vinva投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 协和资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 诺依曼资本管理有限公司 | 950 | -9.52 | 311 | -5.47 | ||||
| 2025-07-21 | 13F | 机械金融公司 | 2,217 | -0.14 | 726 | 4.46 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 550 | -1.79 | 180 | 2.86 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 10,940 | -12.86 | 3,215 | -28.13 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 1,370 | -2.63 | 449 | 1.59 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 274 | -6.16 | 90 | -2.20 | ||||
| 2025-06-27 | NP | TWBIX - 平衡基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,250 | -16.70 | 3,306 | -31.30 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 22,593 | -0.31 | 7,399 | 4.17 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 62,281 | -49.11 | 20,397 | -46.83 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 116,088 | -27.36 | 37,320 | -36.57 | ||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 311,000 | -0.64 | 101,852 | 3.82 | ||||
| 2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 732 | -0.41 | 229 | -10.55 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类 | 78,949 | -21.01 | 25,856 | -17.47 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,751 | -4.11 | 4,922 | -20.91 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 4,707 | -12.12 | 1,542 | -8.16 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 195 | -2.01 | 63 | -15.07 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 5,425 | -0.18 | 1,594 | -17.67 | ||||
| 2025-05-09 | 13F | J. Safra Sarasin 控股公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 里索尔兹财富管理 | 5,019 | -12.36 | 1,644 | -8.42 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 12,480 | -5.75 | 4,012 | -17.70 | ||||
| 2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 14,773 | -15.75 | 4,838 | -11.97 | ||||
| 2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 1,219 | -6.95 | 399 | -2.68 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 91,669 | -3.58 | 30,022 | 0.74 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 272,150 | -4.01 | 89,129 | 0.29 | ||||
| 2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 296,477 | -0.75 | 97,096 | 3.70 | ||||
| 2025-07-30 | NP | HYDR - 全球 X 氢 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,738 | -3.50 | 559 | -15.84 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 7 | -36.36 | 2 | -33.33 | ||||
| 2025-08-27 | NP | IEYAX - 常春藤能源基金A级 | 12,347 | -2.74 | 4,044 | 1.61 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 14,961 | -25.21 | 4,900 | -21.85 | ||||
| 2025-07-14 | 13F | 富达财富管理 | 16 | -20.00 | 5 | -16.67 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Epoch 美国股票收益率投资组合初始类别 | 55,087 | -8.97 | 18,041 | -4.89 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | HMCNX - 港湾中型基金投资者类别 | 8,858 | -1.04 | 2,603 | -18.38 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 14,771 | -65.94 | 4,838 | -64.42 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | 橡蓟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FNKLX - 富达系列价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48,800 | -52.34 | 14,339 | -60.69 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Loomis Sayles 全球配置投资组合 A 类 | 19,039 | -1.43 | 6,235 | 2.99 | ||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 84,622 | -2.88 | 27,714 | 1.48 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 4,730 | -15.73 | 1,549 | -20.81 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 12,400 | -15.07 | 4,061 | -11.25 | |||
| 2025-05-22 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 38 | -24.00 | 12 | -35.29 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 3,451 | -17.10 | 1,109 | -27.61 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 42,439 | -49.40 | 13,899 | -47.13 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 1,024,681 | -7.35 | 336 | -3.18 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 83,622 | -0.18 | 27,386 | 4.30 | ||||
| 2025-04-23 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 565 | -1.40 | 185 | 3.35 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 9,900 | -44.38 | 3,242 | -41.89 | |||
| 2025-08-06 | 13F | 尤克斯资产管理公司 | 11,046 | -0.19 | 3,618 | 4.30 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 1,120 | -18.84 | 367 | -15.28 | ||||
| 2025-04-01 | NP | RPGAX - T. Rowe Price 全球配置基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 835 | -78.95 | 297 | -77.22 | ||||
| 2025-08-12 | 13F | 传统财富管理有限责任公司 | 950 | -18.73 | 311 | -15.03 | ||||
| 2025-08-14 | 13F | 美国信托投资顾问有限公司 | 625 | -15.77 | 205 | -12.07 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 4,097 | -9.26 | 1,204 | -25.19 | ||||
| 2025-08-14 | 13F | Point72香港有限公司 | 12,100 | -69.04 | 3,963 | -67.65 | ||||
| 2025-05-15 | 13F | 对称投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 39,823 | -52.18 | 11,702 | -60.55 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 117,762 | -1.16 | 38,567 | 3.28 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 429 | -6.33 | 140 | -2.10 | ||||
| 2025-05-16 | 13F | 遗产财富管理有限公司/ID | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 2,000 | -2.87 | 627 | -12.69 | ||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 758 | -2.57 | 248 | 2.06 | ||||
| 2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 12,286 | -8.31 | 3,610 | -24.37 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 94,373 | -39.43 | 30,911 | -36.70 | ||||
| 2025-08-15 | 13F | 苏达国家银行安全 | 7,592 | -0.13 | 2,486 | 4.37 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 7,077 | -6.60 | 2,318 | -2.40 | ||||
| 2025-07-16 | 13F | 美国国家银行 | 1,661 | -1.19 | 544 | 3.23 | ||||
| 2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 灯塔投资顾问有限公司 | 4,095 | -18.21 | 1,334 | -15.04 | ||||
| 2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 1,523,048 | -1.44 | 498,798 | 2.98 | ||||
| 2025-04-22 | 13F | GAM控股公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | HAMVX - 港湾中盘价值基金机构级 | 11,300 | -16.30 | 3,320 | -30.96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 2,553 | -6.55 | 836 | -2.34 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 90,272 | -3.59 | 29,564 | 0.74 | ||||
| 2025-07-30 | 13F | 克鲁顾问有限责任公司 | 525 | -2.78 | 172 | 1.18 | ||||
| 2025-08-01 | 13F | SYM金融公司 | 1,568 | -4.45 | 514 | -0.19 | ||||
| 2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 15,700 | -0.97 | 5,142 | 3.48 | ||||
| 2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | BlackRock Funds II - 贝莱德管理收益基金 K 类股票 | 34 | -34.62 | 11 | -31.25 | ||||
| 2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 7,691 | -5.41 | 2,519 | -1.18 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 410 | -10.68 | 134 | -6.29 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 1,550 | -7.68 | 508 | -3.61 | ||||
| 2025-05-29 | NP | BBISX - Sterling Capital 行为大盘价值股票基金机构类别 | 470 | -70.25 | 147 | -73.27 | ||||
| 2025-08-08 | 13F | 美好生活顾问有限责任公司 | 948 | -5.29 | 310 | -0.96 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 1,532 | -6.13 | 502 | -1.96 | ||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 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 | 5,880 | -0.88 | 1,926 | 3.55 | ||||
| 2025-08-01 | 13F | 杰克逊霍尔信托银行 | 2,766 | -2.23 | 906 | -13.06 | ||||
| 2025-08-14 | 13F | 安盛公司 | 246,804 | -4.53 | 80,828 | -0.25 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 1,050 | -3.67 | 344 | 0.59 | ||||
| 2025-04-28 | 13F | 主流资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | 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 | 1,316 | -25.18 | 431 | -21.96 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 6,103 | -7.36 | 1,999 | -3.20 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 45,115 | -1.47 | 14,775 | 2.95 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 46,667 | -34.02 | 15,283 | -31.06 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 35 | -37.50 | 11 | -35.29 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 3,489 | -1.44 | 1,143 | 2.98 | ||||
| 2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 36,033 | -22.00 | 11,801 | -18.50 | ||||
| 2025-06-27 | NP | RPG - Invesco S&P 500 Pure Growth 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 | 39,914 | -3.94 | 11,728 | -20.77 | ||||
| 2025-04-25 | 13F | IMPACTfolio, 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 2,621 | -5.75 | 858 | -1.49 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 桥水顾问公司 | 6,125 | -5.05 | 2,244 | 18.61 | ||||
| 2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 332 | -31.55 | 109 | -28.95 | ||||
| 2025-04-18 | 13F | 贝尔银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 11,866 | -16.54 | 3,886 | -12.79 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,309,895 | -9.40 | 428,991 | -5.34 | ||||
| 2025-04-22 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,209 | -31.02 | 5,938 | -43.11 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 成长与收入基金初始类别 | 2,884 | -17.15 | 945 | -13.47 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 8,004 | -57.83 | 2,638 | -55.92 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 852 | -26.17 | 279 | -22.71 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 6,990 | -13.25 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 3,060 | -0.13 | 1,002 | 4.38 | ||||
| 2025-08-15 | 13F | 离子资产管理有限公司 | 3,085 | -10.58 | 1,010 | -6.57 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 6,017 | -12.91 | 1,971 | -9.01 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 907 | -5.22 | 297 | -0.67 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,272 | -134.70 | 1,549 | -130.99 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 36 | -35.71 | 12 | -35.29 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 300,506 | -5.10 | 99 | 1.03 | ||||
| 2025-08-18 | 13F | 老北州信托有限责任公司 | 668 | -6.96 | 0 | |||||
| 2025-08-13 | 13F | 布朗咨询公司 | 54,300 | -9.95 | 17,784 | -5.92 | ||||
| 2025-05-13 | 13F | 标准家族办公室有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 185 | -2.63 | 61 | 1.69 | ||||
| 2025-07-29 | 13F | 温德尔大卫联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 股票指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,582 | -0.03 | 10,343 | 4.45 | ||||
| 2025-08-14 | 13F | 穆巴达拉投资公司 PJSC | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F | 肯塔基州退休系统 | 8,754 | -6.15 | 2,867 | -1.95 | ||||
| 2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 4,622 | -4.64 | 1,514 | -0.39 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 5,713 | -12.61 | 1,871 | -8.64 | ||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 达科他财富管理 | 19,351 | -58.81 | 6,337 | -56.96 | ||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 哈特福德财务管理公司 | 139 | -98.00 | 46 | -97.93 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 1,600 | -0.50 | 524 | 3.97 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 3,001 | -18.25 | 983 | -14.61 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 11,336 | -0.96 | 3,713 | 3.48 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 2,082 | -27.53 | 682 | -24.33 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 1,995 | -6.60 | 653 | -2.39 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 5,198 | -1.87 | 1,702 | 2.53 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 1,081,260 | -0.42 | 354,122 | 4.05 | ||||
| 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 | 119,255 | -3.26 | 39,056 | 1.08 | ||||
| 2025-07-08 | 13F | 理查德·P·斯劳特联合公司 | 714 | -26.99 | 234 | -23.86 | ||||
| 2025-08-27 | NP | HAGAX - Carillon Eagle 中型成长基金 A 类 | 125,272 | -2.09 | 41,027 | 2.31 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 74,816 | -1.38 | 24,503 | 3.05 | ||||
| 2025-05-05 | 13F | 水手投资集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 西格玛规划公司 | 1,690 | -17.60 | 554 | -13.86 | ||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 90 | -62.03 | 30 | -60.81 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-15 | 13F | 莫尔斯资产管理公司 | 1,078 | -83.78 | 353 | -83.05 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 3,096 | -35.78 | 1,014 | -32.96 | ||||
| 2025-05-30 | NP | CPEAX - Catalyst Dynamic Alpha 基金 A 类 | 9,970 | -7.43 | 3,125 | -16.78 | ||||
| 2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 1,361 | -4.63 | 446 | -0.45 | ||||
| 2025-08-14 | 13F | 投资公司 | 34,252 | -1.59 | 11,217 | 2.82 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 3,055 | -5.09 | 958 | -14.71 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 7,170 | -1.69 | 2,348 | 2.76 | ||||
| 2025-08-12 | 13F | 熵技术有限公司 | 3,629 | -50.75 | 1,188 | -48.55 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 4,170 | -30.03 | 1,225 | -42.30 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 694 | -1.98 | 227 | 2.71 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 1,523 | -81.56 | 499 | -80.76 | ||||
| 2025-05-12 | 13F | FIL有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 8,700 | -0.14 | 2,849 | 4.36 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 23,032 | -1.70 | 7,543 | 2.71 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 13,752 | -3.18 | 4,504 | 1.17 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 131,919 | -44.07 | 43,203 | -41.56 | ||||
| 2025-08-28 | NP | BIGRX - 收入与增长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 82,617 | -4.59 | 27,057 | -0.31 | ||||
| 2025-05-30 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 386 | -7.88 | 121 | -17.81 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 6,679 | -39.47 | 2,187 | -36.76 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 18,355 | -0.56 | 6 | 20.00 | ||||
| 2025-05-15 | 13F | 澳大利亚金融合作伙伴公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 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 | 471,456 | -6.73 | 138,533 | -23.07 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 7,472 | -14.02 | 2,196 | -29.08 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 62,682 | -3.61 | 21 | 0.00 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 4,273 | -96.15 | 1,399 | -95.98 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 18,548 | -1.43 | 6,074 | 2.98 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 1,689 | -1.86 | 553 | 2.60 | ||||
| 2025-07-08 | 13F | Heartwood 财富顾问有限责任公司 | 952 | -0.21 | 312 | 4.01 | ||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | 埃利斯投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 223 | -3.46 | 73 | 1.39 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 3,087 | -7.05 | 1,011 | -2.88 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 3,618 | -4.49 | 1,185 | -0.25 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 3,030 | -1.37 | 992 | 3.12 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 2,614 | -6.21 | 856 | -1.95 | ||||
| 2025-04-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 1,012 | -28.23 | 373 | -29.55 | ||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 7,746 | -14.60 | 2,490 | -25.43 | ||||
| 2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 440 | -3.08 | 144 | 1.41 | ||||
| 2025-08-06 | 13F | 奥布莱恩格林公司 | 4,708 | -5.99 | 1,542 | -1.78 | ||||
| 2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 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 | 10,354 | -4.21 | 3,042 | -20.99 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 113 | -56.03 | 37 | -53.75 | ||||
| 2025-08-05 | 13F | 长弓金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 1,071 | -0.19 | 351 | 4.17 | ||||
| 2025-04-09 | 13F | 赛威资产管理 | 17,583 | -0.17 | 5,511 | -10.23 | ||||
| 2025-03-17 | 13F | 普通养老金协会 PZU 股份公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 36,216 | -0.77 | 11,861 | 3.68 | ||||
| 2025-07-22 | 13F | AMF Pensionsforsakring AB | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 17,184 | -7.21 | 5,628 | -3.05 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 18,554 | -19.44 | 6,076 | -15.82 | ||||
| 2025-04-23 | 13F | Nvest金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | 太平洋精选基金 - 股息增长投资组合 I 类 | 4,912 | -23.39 | 1,540 | -31.14 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 1,102,479 | -4.62 | 361,062 | -0.34 | ||||
| 2025-05-30 | NP | PQIIX - PIMCO 股息和收入基金机构类别 | 2,068 | -13.18 | 648 | -21.93 | ||||
| 2025-07-10 | 13F | YHB 投资顾问公司 | 16,640 | -1.13 | 5,450 | 3.30 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 6,288 | -1.80 | 2,059 | 2.64 | ||||
| 2025-07-24 | 13F | 东方银行 | 950 | -5.75 | 311 | -1.27 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 55,795 | -1.88 | 18,273 | 2.52 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 2,312 | -2.20 | 757 | 2.30 | ||||
| 2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 23,548 | -21.09 | 7,712 | -17.56 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 5,400 | -31.65 | 1,768 | -28.59 | |||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 6,193 | -79.85 | 1,991 | -82.41 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 5,672 | -20.84 | 1,667 | -34.72 | ||||
| 2025-08-25 | NP | CARZ - 第一信托纳斯达克全球汽车指数基金 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 | 516 | -11.03 | 169 | -7.18 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 4,235 | -3.99 | 1,387 | 0.29 | ||||
| 2025-08-27 | NP | BCAMX - Boston Common ESG 影响美国股票基金 Boston Common ESG 影响美国股票 | 2,226 | -16.66 | 729 | -12.90 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 5,397 | -30.90 | 2 | -50.00 | ||||
| 2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 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 | 217 | -7.26 | 77 | 1.32 | ||||
| 2025-08-11 | 13F | 塞泽特资本合伙公司 | 2,580 | -89.11 | 845 | -88.63 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 6 | -66.67 | 2 | -80.00 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 56,400 | -54.55 | 18,471 | -52.52 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 107,603 | -8.30 | 35,240 | -4.19 | ||||
| 2025-04-15 | 13F | 墨菲、米德尔顿、欣克尔和帕克公司 | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Ccm投资集团有限责任公司 | 6,228 | -27.67 | 1,956 | -34.81 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 桥前资本有限责任公司 | 4,185 | -29.91 | 1,371 | -26.78 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 2,029 | -0.98 | 664 | 3.43 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 28,290 | -15.22 | 9,265 | -11.43 | ||||
| 2025-04-18 | 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 | 895 | -98.99 | 330 | -99.01 | ||||
| 2025-08-27 | NP | VMVIX - 先锋中盘价值指数基金投资者股票 | 869,472 | -1.40 | 284,752 | 3.02 | ||||
| 2025-03-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 332 | -11.70 | 118 | -4.07 | ||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 84 | -13.40 | 28 | -10.00 | ||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 12,217 | -6.90 | 3,590 | -23.23 | ||||
| 2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 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 | 295 | -48.25 | 97 | -46.07 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 103,251 | -1.59 | 33,815 | 2.82 | ||||
| 2025-08-12 | 13F | 守望者集团公司 | 11,728 | -0.38 | 3,841 | 4.07 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 139,617 | -10.62 | 44,884 | -21.96 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 15,325 | -1.03 | 5,019 | 3.40 | ||||
| 2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 245 | -4.67 | 80 | 0.00 | ||||
| 2025-07-02 | 13F | 第一金融银行-信托部 | 1,418 | -2.34 | 464 | 1.98 | ||||
| 2025-08-11 | 13F | 新边缘财富有限责任公司 | 834 | -5.33 | 321 | 15.94 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | IFG 咨询有限责任公司 | 6,514 | -1.12 | 2,133 | 3.34 | ||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 681 | -52.54 | 200 | -52.15 | ||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 1,255 | -0.55 | 411 | 4.05 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 1,339 | -2.90 | 0 | |||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 8,566 | -9.05 | 2,517 | -24.98 | ||||
| 2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 820 | -0.36 | 269 | 4.28 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 2,600 | -68.29 | 852 | -66.89 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 5,600 | -37.78 | 1,834 | -34.96 | |||
| 2025-05-08 | 13F | 沃尔德伦私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 1,054 | -49.18 | 0 | |||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 4,209 | -13.25 | 1,237 | -28.47 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 4,185 | -52.70 | 1,371 | -50.60 | ||||
| 2025-06-26 | NP | DFEOX - 美国核心股票 1 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 | 119,761 | -0.10 | 35,191 | -17.60 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 1,740 | -1.75 | 570 | 2.52 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 3,398 | -2.05 | 1,113 | 111,100.00 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 1,299 | -6.34 | 425 | -2.07 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 871 | -3.76 | 285 | 0.71 | ||||
| 2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 3,747 | -3.75 | 1,227 | 0.57 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 886,654 | -2.47 | 290,379 | 1.90 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 107,717 | -9.82 | 35,272 | -5.80 | ||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 21,249 | -0.17 | 6,244 | -17.67 | ||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 3,331 | -4.69 | 1,091 | -0.46 | ||||
| 2025-07-30 | 13F | Wbh 咨询公司 | 6,076 | -0.91 | 1,990 | 3.54 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁收入创造者投资组合初始类别 | 11,665 | -1.42 | 3,820 | 3.02 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 51,315 | -2.60 | 16,357 | -1.13 | ||||
| 2025-07-23 | 13F | 第一招商局 | 15,629 | -7.58 | 5,118 | -3.43 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 8,978 | -3.80 | 2,940 | 0.51 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 9,866 | -46.86 | 3,231 | -44.47 | |||
| 2025-07-25 | 13F | 级联投资顾问公司 | 6,884 | -0.29 | 2,255 | 4.21 | ||||
| 2025-08-26 | NP | TSPA - T. Rowe Price 美国股票研究 ETF | 10,543 | -11.08 | 3,453 | -7.10 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 2,551 | -92.21 | 835 | -91.87 | |||
| 2025-05-14 | 13F | Semmax 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 12,800 | -67.84 | 4,192 | -66.39 | ||||
| 2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 8,300 | -34.65 | 2,668 | -42.93 | ||||
| 2025-05-06 | 13F | 普林斯顿资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 1,472 | -10.52 | 482 | -6.41 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 1,423 | -2.33 | 466 | 1.97 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 4,525 | -2.79 | 1,482 | 1.51 | ||||
| 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 | 4,820 | -15.01 | 1,579 | -11.20 | ||||
| 2025-08-04 | 13F | 新月英镑有限公司 | 2,890 | -6.02 | 946 | -1.77 | ||||
| 2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 21,434 | -1.65 | 7,020 | 2.77 | ||||
| 2025-05-19 | 13F | 阿尔法 DNA 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 3,100 | -1.59 | 1,015 | 2.84 | ||||
| 2025-08-28 | NP | HAIL - SPDR S&P Kensho 智能移动 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 | 988 | -1.00 | 324 | 3.53 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 291 | -3.96 | 95 | 1.06 | ||||
| 2025-08-11 | 13F | 威尔金森全球资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | PDS 规划公司 | 844 | -1.40 | 276 | 2.99 | ||||
| 2025-04-22 | 13F | 完整投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 31,219 | -0.41 | 10,224 | 4.06 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 62 | -8.82 | 20 | -4.76 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 560 | -18.13 | 183 | -14.49 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 107 | -4.46 | 31 | -20.51 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 1,146 | -1.29 | 375 | 3.31 | ||||
| 2025-05-30 | NP | PRDGX - T. Rowe 价格股息增长基金, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 168,699 | -27.91 | 52,877 | -35.18 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 306,025 | -9.53 | 100,223 | -5.47 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 10,318 | -24.87 | 3,379 | -21.49 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 42,097 | -2.68 | 13,787 | 1.68 | ||||
| 2025-08-14 | 13F | 公共投资基金 | 1,095,578 | -33.16 | 358,802 | -30.16 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 5,924 | -3.41 | 1,940 | 0.94 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 47,892 | -23.19 | 15,685 | -19.74 | ||||
| 2025-04-17 | 13F | 凯丹财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 3,744 | -16.93 | 1,226 | -13.24 | ||||
| 2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 48 | -93.21 | 16 | -93.21 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 1,001 | -6.36 | 328 | -2.10 | ||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 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 | 348 | -0.85 | 112 | -13.95 | ||||
| 2025-08-07 | 13F | 休斯金融服务有限责任公司 | 2 | -75.00 | 1 | -100.00 | ||||
| 2025-08-11 | 13F | 艾睿金融公司 | 4,776 | -0.42 | 1,564 | 4.06 | ||||
| 2025-07-29 | NP | VINAX - 先锋工业指数基金 Admiral Shares | 142,741 | -5.02 | 45,888 | -17.06 | ||||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 12,263 | -10.85 | 4,016 | -6.84 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 明星金融银行 | 617 | -13.95 | 202 | -9.82 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 27,936 | -2.03 | 8,209 | -19.20 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 霍布斯集团顾问有限责任公司 | 2,107 | -24.78 | 690 | -21.41 | ||||
| 2025-08-29 | NP | LOPP - 加贝利爱我们的星球和人类 ETF | 1,040 | -10.34 | 341 | -6.34 | ||||
| 2025-07-07 | 13F | 全球财富策略与合伙人 | 153 | -15.47 | 50 | -10.71 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 4,879 | -8.75 | 1,598 | -4.66 | ||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-03-28 | NP | HAPY - 港湾企业文化领袖ETF | 129 | -77.80 | 46 | -76.44 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 546 | -19.23 | 179 | -15.64 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 31,234 | -2.23 | 10,229 | 2.16 | ||||
| 2025-08-11 | 13F | 北四十二公司 | 1,433 | -0.69 | 469 | 3.76 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 1,950 | -6.47 | 639 | -2.30 | ||||
| 2025-07-30 | 13F | 雷曼资本咨询集团 | 2,747 | -14.10 | 900 | -10.28 | ||||
| 2025-07-29 | 13F | 公民商业银行 | 1,992 | -1.29 | 652 | 3.16 | ||||
| 2025-08-15 | 13F | 视凯威投资顾问有限公司 | 2,559 | -4.26 | 1 | |||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 3,066 | -0.29 | 1,004 | 4.26 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 124,602 | -1.10 | 40,807 | 3.33 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 2,611 | -1.51 | 855 | 3.01 | ||||
| 2025-06-26 | NP | FDVKX - 富达价值发现 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 806 | -44.45 | 237 | -54.26 | ||||
| 2025-07-09 | 13F | 灯塔金融集团 | 1,248 | -20.05 | 409 | -16.56 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 10,498 | -66.94 | 3,439 | -65.45 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 658 | -24.11 | 217 | -22.02 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 1,016 | -11.03 | 299 | -26.60 | ||||
| 2025-07-18 | 13F | TruNorth 资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | BEARX - 联邦审慎熊基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -300 | -121.43 | -98 | -134.15 | |||
| 2025-04-30 | 13F | POM 投资策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 35,004 | -1.65 | 11,464 | 2.75 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 120,879 | -17.59 | 39,588 | -13.90 | ||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 16,562 | -13.60 | 5,424 | -9.72 | ||||
| 2025-08-29 | NP | BVALX - Brown Advisory - Beutel Goodman 大盘价值基金机构股 | 122,745 | -9.77 | 40,199 | -5.72 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 876 | -70.43 | 257 | -75.64 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-17 | 13F | 芝加哥资本有限责任公司 | 3,355 | -1.93 | 1,099 | 2.43 | ||||
| 2025-08-13 | 13F | BLI - 卢森堡投资银行 | 66,440 | -28.15 | 21,635 | -25.35 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 1,945 | -9.15 | 625 | -20.69 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 18,297 | -1.05 | 5,735 | -11.02 | ||||
| 2025-04-29 | 13F | 哈雷尔保险投资与金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 1,045 | -7.69 | 336 | -19.47 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,682 | -43.46 | 2,188 | -40.93 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 2,648 | -3.43 | 867 | 0.93 | ||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 1,511 | -1.69 | 495 | 2.70 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 36,931 | -2.10 | 12,095 | 2.29 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 9,047 | -13.67 | 2,963 | -9.81 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 788 | -18.85 | 258 | -15.13 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 1,704 | -5.80 | 558 | -1.59 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 3,246 | -34.46 | 1,063 | -31.51 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 500 | -73.68 | 164 | -72.61 | ||||
| 2025-08-14 | 13F | 原型财富合作伙伴 | 998 | -1.09 | 0 | |||||
| 2025-08-12 | 13F/A | 科扎德资产管理公司 | 3,174 | -18.07 | 1,039 | -14.42 | ||||
| 2025-04-21 | 13F | True Link 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 1,630,455 | -2.51 | 533,974 | 1.86 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/ClearBridge Select 股票管理波动性投资组合 IB 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 669 | -8.61 | 219 | -4.37 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 9,726 | -2.14 | 3,185 | 2.25 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 117,677 | -5.85 | 38,539 | -1.63 | ||||
| 2025-08-06 | 13F | 科技银行/pa | 20,075 | -6.91 | 6,575 | -2.74 | ||||
| 2025-05-13 | 13F | 蒸馏资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | FTCE - First Trust 新构建核心盈利领先 ETF | 605 | -9.16 | 190 | -18.53 | ||||
| 2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 767 | -2.66 | 247 | -15.17 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 50,990 | -73.78 | 16,699 | -72.61 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 164,191 | -26.36 | 53,773 | -23.05 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 17,751 | -1.33 | 5,707 | -13.85 | ||||
| 2025-08-28 | 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 | 1,675 | -1.82 | 549 | 2.62 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 2,715 | -1.27 | 889 | 3.25 | ||||
| 2025-07-21 | 13F | 111资本 | 2,717 | -26.84 | 890 | -23.63 | ||||
| 2025-05-06 | 13F | 统一顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F/A | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | 13F | 新咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-08 | 13F | 投资者研究公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 6,574 | -3.15 | 2,153 | 1.18 | ||||
| 2025-08-28 | NP | ONEY - SPDR Russell 1000 收益率焦点 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 | 14,743 | -47.44 | 4,828 | -45.08 | ||||
| 2025-07-10 | 13F | 人民银行/堪萨斯州 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | 西太平洋财富管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | 费玛塔顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 花旗集团 | 524,459 | -4.24 | 171,760 | 0.05 | ||||
| 2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 唐纳森资本管理有限公司 | 12,872 | -10.10 | 4,216 | -6.06 | ||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 313 | -49.19 | 112 | -24.49 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 4,036 | -4.97 | 1,186 | -21.63 | ||||
| 2025-08-14 | 13F | 德肖公司 | 91,925 | -29.76 | 30,105 | -26.61 | ||||
| 2025-03-27 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 924 | -2.33 | 329 | 5.79 | ||||
| 2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法兰克福 | 3,588 | -92.75 | 1,175 | -92.43 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 13,937 | -1.41 | 4,564 | 3.00 | ||||
| 2025-08-06 | 13F | 西蒙斯银行 | 5,726 | -1.51 | 1,875 | 2.91 | ||||
| 2025-06-24 | NP | MTRAX - MainStay Income Builder 基金 A 类 | 23,991 | -2.70 | 7,050 | -19.75 | ||||
| 2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 2,104 | -36.03 | 659 | -42.50 | ||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 204,117 | -3.23 | 66,848 | 1.11 | ||||
| 2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 1,113 | -4.13 | 365 | 0.28 | ||||
| 2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 38,447 | -4.24 | 12,591 | 0.06 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 1,880 | -4.47 | 616 | -0.16 | ||||
| 2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | 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 | 1,437 | -24.49 | 471 | -21.14 | ||||
| 2025-08-06 | 13F | 加里森点顾问有限公司 | 3,025 | -1.63 | 991 | 2.80 | ||||
| 2025-07-28 | 13F | 埃德姆普公司 | 4,846 | -12.34 | 1,587 | -8.37 | ||||
| 2025-05-14 | 13F | 峰会金融财富顾问有限责任公司 | 34,033 | -0.71 | 10,667 | -10.62 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 386 | -27.99 | 126 | -25.00 | ||||
| 2025-07-31 | 13F | 最佳投资顾问 | 800 | -11.11 | 262 | -7.09 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 3,993 | -3.97 | 1,173 | -20.80 | ||||
| 2025-08-13 | 13F | NKCFO有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 843,885 | -0.41 | 276,372 | 4.05 | ||||
| 2025-06-10 | 13F | Birchbrook公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | 13F | 史密斯布里奇资产管理公司/德国 | 4,044 | -6.43 | 1,324 | -2.22 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 2,758 | -27.06 | 903 | -23.80 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 962,229 | -5.52 | 315,130 | -1.28 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 57,996 | -0.02 | 17,042 | -17.54 | ||||
| 2025-05-09 | 13F | 安联保险 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 23,522 | -33.76 | 7,562 | -42.17 | ||||
| 2025-07-28 | 13F | 英国全球资产管理公司 | 210,203 | -7.47 | 69 | -4.23 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 1,438 | -6.07 | 423 | -22.57 | ||||
| 2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,093 | -0.11 | 2,323 | 4.36 | ||||
| 2025-07-25 | NP | ILVFX - 哥伦比亚综合大盘价值基金机构类别 | 3,011 | -11.73 | 968 | -22.95 | ||||
| 2025-05-15 | 13F | 科恩与斯蒂尔斯公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 777 | -6.27 | 250 | -18.36 | ||||
| 2025-04-21 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 64,325 | -21.86 | 21,066 | -18.36 | ||||
| 2025-07-14 | 13F | 芝加哥信托公司 | 6,169 | -1.85 | 2,020 | 2.59 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 6,850 | -0.65 | 2,202 | -13.24 | ||||
| 2025-07-29 | 13F | 科辛斯基资产管理公司 | 1,364 | -7.15 | 447 | -3.04 | ||||
| 2025-06-26 | NP | OWSMX - 老韦斯特伯里中小型股策略基金 | 915 | -90.71 | 269 | -92.36 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 17,688 | -11.47 | 5,793 | -7.51 | ||||
| 2025-04-17 | 13F | Traphagen 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | FTHMX - FullerThaler 行为中型股票基金机构股票 | 6,060 | -9.28 | 1,985 | -5.21 | ||||
| 2025-07-22 | 13F | 遗产信托 | 18,034 | -8.91 | 5,906 | -4.82 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 5,159 | -0.86 | 1,690 | 3.56 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 488 | -20.65 | 160 | -17.19 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 480 | -82.16 | 0 | |||||
| 2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 16,977 | -33.41 | 5,458 | -41.87 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 13,371 | -92.05 | 4,379 | -91.69 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 544 | -26.59 | 160 | -39.54 | ||||
| 2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 641 | -0.16 | 210 | 4.48 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 4,200 | -4.55 | 1,377 | 1.10 | |||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 17,100 | -34.98 | 5,608 | -31.13 | |||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 1,283 | -0.62 | 412 | -13.26 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 1,381 | -2.68 | 452 | 1.80 | ||||
| 2025-08-22 | NP | 德意志 DWS 股票 500 指数投资组合 - 德意志 DWS 股票 500 指数投资组合 | 4,721 | -1.95 | 1,546 | 2.45 | ||||
| 2025-08-13 | 13F | 第1832章 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 1,605 | -16.80 | 526 | -13.08 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 22,050 | -7.21 | 7,221 | -3.05 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | 熊山资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 834 | -85.37 | 273 | -84.71 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 885 | -25.32 | 290 | -22.10 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 666 | -16.23 | 209 | -24.91 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 5,136 | -1.80 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 英杰华公司 | 158,827 | -18.39 | 52,016 | -14.73 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 560 | -0.18 | 183 | 4.57 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 8,409 | -2.41 | 2,754 | 1.96 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 353 | -6.37 | 116 | -2.54 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 6,871 | -42.97 | 2,250 | -40.41 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 1,660 | -2.92 | 544 | 1.50 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | 佳能顾问公司 | 10,143 | -2.74 | 3,322 | 1.62 | ||||
| 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 | 9,464 | -10.17 | 3,042 | -21.58 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | Put | 1,100 | -64.52 | 360 | -62.92 | |||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 4,135 | -32.32 | 1,354 | -29.30 | ||||
| 2025-07-25 | 13F | 西北资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 4,096 | -2.57 | 1,342 | 1.82 | ||||
| 2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 2,629 | -0.04 | 861 | 4.37 | ||||
| 2025-05-14 | 13F | 斑眼贸易有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | NP | QDIV - Global X S&P 500 优质股息 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,440 | -2.31 | 463 | -14.76 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 2,969 | -20.81 | 931 | -28.79 | ||||
| 2025-07-29 | 13F | 奥尔门罗投资管理公司 | 9,904 | -18.21 | 3,244 | -14.55 | ||||
| 2025-04-29 | 13F | 贝克博耶国家银行 | 0 | -100.00 | 0 | |||||
| 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 | 766 | -24.08 | 251 | -20.89 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 226 | -4.64 | 0 | |||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 50,950 | -3.89 | 16,686 | 0.42 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 1,570 | -3.15 | 1 | |||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 2,219 | -5.17 | 727 | -0.95 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 40,799 | -2.25 | 13,362 | 2.13 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 750 | -3.10 | 246 | 1.24 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 84,200 | -28.63 | 27,576 | -25.43 | ||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 39 | -61.76 | 11 | -69.44 | ||||
| 2025-08-14 | 13F | 沃顿商业集团有限责任公司 | 54,086 | -3.59 | 18 | 0.00 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 12,567 | -1.30 | 4 | 33.33 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 2,593 | -14.98 | 762 | -29.93 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 613 | -9.32 | 201 | -5.21 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 3,206 | -0.25 | 1,050 | 4.17 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 1,495 | -58.05 | 490 | -56.22 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 18,479 | -9.77 | 6,052 | -5.72 | ||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 250 | -61.72 | 82 | -60.29 | ||||
| 2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 6,920 | -4.62 | 2,266 | -0.35 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 453 | -5.43 | 148 | -1.33 | ||||
| 2025-08-26 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 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 | 9,111 | -22.73 | 2,984 | -14.13 | ||||
| 2025-08-05 | 13F | 机械资本公司 | 1,445 | -72.42 | 473 | -71.19 | ||||
| 2025-04-10 | 13F | 哥伦比亚资产管理公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-05-05 | 13F | 鹰湾顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Windward资本管理公司/ca | 54,582 | -0.23 | 17,875 | 4.25 | ||||
| 2025-04-09 | 13F | 量子金融顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 35,099 | -1.66 | 11,495 | 2.74 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc（d/b/a Bay Colony Advisors） | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 32,266 | -24.95 | 10,373 | -34.47 | ||||
| 2025-05-01 | 13F | 奥罗拉投资顾问 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 636 | -3.78 | 204 | -16.05 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 8 | -80.49 | 3 | -83.33 | ||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,315 | -3.48 | 2,723 | 0.85 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 1,505 | -24.56 | 493 | -21.28 | ||||
| 2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 5,602 | -3.61 | 1,835 | 0.71 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 87,138 | -2.33 | 28,538 | 2.05 | ||||
| 2025-04-28 | 13F | WT资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 11,631 | -3.15 | 3,809 | 1.20 | ||||
| 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 | 8,471 | -18.99 | 2,774 | -15.35 | ||||
| 2025-04-17 | 13F | 蒙特西托银行与信托 | 2,626 | -9.48 | 823 | -18.60 | ||||
| 2025-07-25 | 13F | 哈特兰银行信托公司 | 2,599 | -1.52 | 851 | 2.90 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 1,219 | -46.23 | 399 | -43.80 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 767 | -97.61 | 251 | -97.51 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 4,657 | -0.11 | 1,525 | 4.38 | ||||
| 2025-07-01 | 13F | 卡伦投资集团有限公司 | 15,690 | -1.59 | 5,139 | 2.82 | ||||
| 2025-08-13 | 13F | 河流财富顾问有限责任公司 | 666 | -8.26 | 218 | -3.96 | ||||
| 2025-05-15 | 13F | Scopus 资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 11,423 | -1.41 | 3,741 | 3.00 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 172,985 | -6.41 | 56,653 | -2.21 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 4,900 | -67.33 | 1,605 | -65.88 | |||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 8,100 | -34.15 | 2,653 | -31.21 | |||
| 2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 3,982 | -3.75 | 1,304 | 0.62 | ||||
| 2025-05-28 | NP | CVSE - Calvert 美国精选股票 ETF | 852 | -12.88 | 267 | -21.47 | ||||
| 2025-04-15 | 13F | 汤普森投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 2,015 | -3.40 | 660 | 0.92 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 17,824 | -20.98 | 6 | -28.57 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 6,984 | -0.47 | 2,245 | -13.09 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 2,393 | -16.45 | 784 | -12.71 | ||||
| 2025-04-10 | 13F | 哥伦比亚资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 31,072 | -4.08 | 9,130 | -20.88 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 13,560 | -7.53 | 4,441 | -3.37 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 6,564 | -1.53 | 2,150 | 2.87 | ||||
| 2025-08-14 | 13F | 目的地财富管理 | 730 | -9.09 | 239 | -4.78 | ||||
| 2025-08-28 | NP | MNRMX - 庄园基金 | 1,056 | -5.80 | 346 | -1.71 | ||||
| 2025-04-25 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 393 | -6.21 | 129 | -2.29 | ||||
| 2025-04-23 | 13F | 莫兰财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EXI - iShares 全球工业 ETF | 15,676 | -11.55 | 5,134 | -7.60 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 4,591 | -0.13 | 1,503 | 4.38 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 3,550 | -5.33 | 1,163 | -1.11 | ||||
| 2025-05-12 | 13F | 克拉罗顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 160,590 | -12.82 | 52,593 | -8.91 | ||||
| 2025-05-15 | 13F | USS投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 8,211 | -8.42 | 2,413 | -24.48 | ||||
| 2025-06-23 | NP | VLUE - iShares Edge MSCI 美国价值因子 ETF | 113,578 | -5.34 | 33,374 | -21.92 | ||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 1,341 | -80.08 | 439 | -79.19 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 2,439 | -0.53 | 799 | 3.91 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 27,388 | -3.44 | 8,970 | 0.89 | ||||
| 2025-05-05 | 13F | AMG 国家信托银行 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 18,807 | -21.87 | 6,159 | -18.36 | ||||
| 2025-08-12 | 13F | 独立资产合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 9,169 | -21.12 | 3,003 | -17.60 | ||||
| 2025-08-12 | 13F | 瑞士宝盛银行，苏黎世 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 国家资产管理公司 | 3,636 | -16.49 | 1,191 | -21.56 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 1,288 | -46.47 | 414 | -53.22 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 2,349 | -9.69 | 755 | -21.11 | ||||
| 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 | 4,995 | -6.50 | 1,606 | -18.36 | ||||
| 2025-08-04 | 13F | 现场和主要银行 | 2,516 | -1.64 | 824 | 2.75 | ||||
| 2025-07-28 | NP | UXI - ProShares Ultra 工业 | 507 | -2.69 | 163 | -15.18 | ||||
| 2025-08-14 | 13F | 联信银行 | 32,524 | -2.94 | 10,652 | 1.41 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 17,017 | -10.44 | 5,573 | -6.41 | ||||
| 2025-04-21 | 13F | 红木财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 3,205 | -3.06 | 1,050 | 1.25 | ||||
| 2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 1,253 | -1.57 | 410 | 2.76 | ||||
| 2025-05-23 | NP | SHRT - Gotham 空头策略 ETF | 104 | -44.09 | 33 | -46.67 | ||||
| 2025-04-29 | 13F | 全球财富管理投资咨询公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 2,031,243 | -19.45 | 665 | -15.82 | ||||
| 2025-04-29 | 13F | 布什投资集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 7,600 | -71.43 | 2,489 | -70.15 | ||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 16,680 | -91.86 | 4,901 | -89.82 | ||||
| 2025-08-01 | 13F | 张氏金融有限责任公司 | 920 | -7.26 | 301 | -2.90 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 1,454 | -53.37 | 427 | -61.53 | ||||
| 2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 1,495 | -5.02 | 490 | -0.81 | ||||
| 2025-08-12 | 13F | 马克西投资CY有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | 文艺复兴投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 1,401 | -0.50 | 459 | 3.85 | ||||
| 2025-04-18 | 13F | 金融合作伙伴集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 6,254 | -0.27 | 2,048 | 4.22 | ||||
| 2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 87,418 | -17.71 | 28,629 | -14.02 | ||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 1,040 | -10.34 | 341 | -6.34 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 4,100 | -32.79 | 1,343 | -29.77 | |||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 245,933 | -25.64 | 80,543 | -22.30 | ||||
| 2025-03-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,821 | -11.70 | 2,074 | -4.38 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 20,923 | -90.91 | 6,852 | -90.51 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 1,472 | -4.35 | 482 | 0.00 | ||||
| 2025-05-20 | NP | RIFAX - 美国战略股票基金 | 3,403 | -7.35 | 1,067 | -16.72 | ||||
| 2025-05-15 | 13F | 悖论资本管理有限公司 | 11,677 | -56.44 | 3,660 | -60.83 | ||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 5,461 | -1.21 | 1,789 | 3.23 | ||||
| 2025-08-14 | 13F | 采石场LP | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 2,312 | -2.20 | 757 | 2.30 | ||||
| 2025-08-11 | 13F | 品尼高财富规划服务公司 | 1,063 | -9.38 | 348 | -5.18 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 阿利斯卡投资集团有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 改善有限责任公司 | 650 | -0.61 | 0 | |||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 7,720 | -6.76 | 2,528 | -2.58 | ||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 6,139 | -9.31 | 2,011 | -5.23 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 115,824 | -1.93 | 37,932 | 2.47 | ||||
| 2025-07-11 | 13F | 卡迪纳尔资本管理公司 | 107,330 | -2.82 | 35,151 | 1.53 | ||||
| 2025-06-23 | NP | IDPIX - 工业超行业深度投资者类别 | 130 | -30.11 | 38 | -42.42 | ||||
| 2025-05-15 | 13F | 威默联合公司 1 有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 50 | -52.38 | 16 | -50.00 | ||||
| 2025-05-27 | NP | NOLVX - 北方大盘价值基金 | 844 | -2.20 | 265 | -12.00 | ||||
| 2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 3,184 | -2.81 | 1,043 | 1.56 | ||||
| 2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 23,465 | -0.85 | 7,685 | 3.60 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 44,533 | -0.61 | 15 | 0.00 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 2,235 | -7.72 | 732 | -3.56 | ||||
| 2025-05-05 | 13F | 满达人寿保险有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F/A | 综合投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | DQIAX - 纽约梅隆银行 A 类股票收益基金 | 43,582 | -0.72 | 14,011 | -13.32 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 1,724 | -1.03 | 565 | 3.30 | ||||
| 2025-07-21 | 13F | DHJJ财务顾问有限公司 | 131 | -18.63 | 43 | -16.00 | ||||
| 2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 163,733 | -12.81 | 54 | -8.62 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 324 | -8.99 | 106 | -4.50 | ||||
| 2025-07-25 | NP | LBSAX - 哥伦比亚股息收入基金 A 类 | 680,021 | -1.03 | 218,613 | -13.58 | ||||
| 2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 2,704 | -4.45 | 869 | -16.52 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | FineMark 国家银行和信托银行 | 3,958 | -1.74 | 1,296 | 2.69 | ||||
| 2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 209 | -22.88 | 61 | -36.46 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 54 | -77.69 | 18 | -77.33 | ||||
| 2025-04-10 | 13F | 布雷默银行全国协会 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 82,274 | -12.45 | 26,945 | -8.52 | ||||
| 2025-04-30 | 13F | 吉纳斯资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-31 | 13F | 联合社区银行 | 364 | -7.61 | 119 | -3.25 | ||||
| 2025-03-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 367 | -5.90 | 131 | 1.56 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 283 | -34.34 | 93 | -31.85 | ||||
| 2025-08-08 | 13F | OmniStar 金融集团公司 | 2,213 | -17.15 | 725 | -13.71 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 33,907 | -2.77 | 11,105 | 1.58 | ||||
| 2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 342,038 | -2.54 | 112,017 | 1.83 | ||||
| 2025-08-13 | 13F | 峰会金融有限责任公司 | 903 | -8.32 | 296 | -4.22 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 657 | -31.42 | 193 | -31.32 | ||||
| 2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 9,576 | -69.07 | 3,136 | -67.68 | ||||
| 2025-05-15 | 13F | 同心资本策略有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | 超越资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 51 | -23.88 | 19 | 0.00 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 3,589 | -32.46 | 1,175 | -29.43 | ||||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 1,812 | -2.00 | 593 | 2.42 | ||||
| 2025-08-12 | 13F | 普林特纳资本集团公司 | 17,074 | -1.34 | 5,592 | 3.08 | ||||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 960 | -10.86 | 315 | -6.82 | ||||
| 2025-08-12 | 13F | 韦弗·C·巴克斯代尔联合公司 | 6,785 | -0.96 | 2,224 | 3.63 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 19,692 | -1.21 | 6,449 | 3.20 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 1,508 | -6.74 | 494 | -2.76 | ||||
| 2025-08-14 | 13F | Summit Partners 公共资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-05-06 | 13F | 旧港顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | NP | ULTRA 系列基金 - 大盘价值基金 I 类 | 7,003 | -11.71 | 2,293 | -7.76 | ||||
| 2025-05-12 | 13F | 富豪投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-03-26 | NP | DWAFX - ARROW DWA 平衡基金 A 类股票 | 234 | -8.24 | 83 | 0.00 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 345 | -21.05 | 101 | -34.84 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 4,538 | -0.59 | 1,486 | 3.92 | ||||
| 2025-08-14 | 13F | 迈文证券有限公司 | 1,133 | -38.39 | 371 | -35.59 | ||||
| 2025-07-25 | 13F | 我们是一七有限责任公司 | 3,197 | -51.95 | 1,047 | -49.83 | ||||
| 2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 52,439 | -3.01 | 17,665 | 4.24 | ||||
| 2025-07-24 | NP | FAVAX - 富达顾问股票价值基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 700 | -56.25 | 225 | -61.80 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 迈文证券有限公司 | Put | 6,300 | -1.56 | 2,063 | 2.84 | |||
| 2025-08-18 | 13F/A | 野村控股公司 | 19,757 | -12.69 | 6,470 | -8.77 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 4,237 | -8.17 | 1,388 | -4.08 | ||||
| 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 | 1,524 | -10.30 | 499 | -6.20 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 15,801 | -1.18 | 5,175 | 3.25 | ||||
| 2025-08-01 | 13F | 第一指挥咨询服务公司 | 1,943 | -2.36 | 636 | 2.09 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 3,251 | -14.67 | 1,065 | -10.89 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 1,430 | -3.38 | 420 | -20.30 | ||||
| 2025-07-09 | 13F | 西北及道德投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 优点投资组合管理 | 10,796 | -2.69 | 3,536 | 1.67 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 1,375 | -0.15 | 450 | 4.41 | ||||
| 2025-07-17 | 13F | 史密斯·萨利事务所 | 1,470 | -5.04 | 481 | -0.82 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT Multi Cap Opportunities Fund I 类 | 845 | -87.24 | 277 | -86.71 | ||||
| 2025-07-22 | 13F | 银湖咨询有限责任公司 | 1,231 | -7.23 | 403 | -2.89 | ||||
| 2025-08-12 | 13F | Axq资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 1,044 | -13.43 | 342 | -9.79 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,332 | -65.20 | 436 | -63.64 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 758 | -2.57 | 248 | 2.06 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 67,691 | -5.07 | 22,169 | -0.81 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 60 | -76.28 | 20 | -75.95 | ||||
| 2025-08-20 | NP | QCELX - AQR 大盘多风格基金 I 类 | 5,311 | -70.05 | 1,739 | -68.71 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 65,696 | -2.79 | 19,304 | -19.82 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 3,073 | -10.62 | 1,006 | -6.59 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 1,203 | -36.62 | 394 | -33.67 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 2,000 | -28.57 | 655 | -25.31 | |||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 3,800 | -2.56 | 1,244 | 1.80 | |||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 9,895 | -13.60 | 3,241 | -9.72 | ||||
| 2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 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 | 155 | -8.82 | 46 | -25.00 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 4,387 | -31.12 | 1,439 | -27.85 | ||||
| 2025-07-23 | NP | VVJEX - Voya VACS系列MCV基金 | 967 | -10.88 | 311 | -22.31 | ||||
| 2025-07-16 | 13F | 布朗，莱尔/卡明斯公司 | 8,512 | -0.56 | 2,788 | 3.88 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 901,194 | -5.60 | 295,142 | -1.36 | ||||
| 2025-05-12 | 13F | 瑞穗证券美国有限公司 | 11,008 | -15.34 | 3,450 | -23.87 | ||||
| 2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 701 | -6.03 | 230 | -1.72 | ||||
| 2025-08-07 | 13F | Mirabaud资产管理有限公司 | 6,906 | -5.18 | 2,249 | -1.66 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 240 | -81.75 | 79 | -81.07 | ||||
| 2025-08-13 | 13F | Blueshift 资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | TBG - TBG 股息焦点 ETF | 7,148 | -35.57 | 2,100 | -46.86 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 774 | -2.52 | 254 | 1.61 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 8,406 | -1.45 | 2,702 | -13.95 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 3,464 | -14.02 | 1,134 | -10.14 | ||||
| 2025-05-14 | 13F | 安盟资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 1,042 | -22.18 | 341 | -18.62 | ||||
| 2025-05-09 | 13F | 马拉加湾资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 双创资本管理公司 | 932 | -5.28 | 305 | -0.97 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 8,299 | -0.86 | 2,718 | 3.58 | ||||
| 2025-08-14 | 13F | Ssi投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 19,500 | -2.01 | 6,386 | 2.39 | |||
| 2025-05-28 | 13F | Intrua 金融有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 5,955 | -1.98 | 1,950 | 2.42 | ||||
| 2025-06-26 | NP | DFUSX - 美国大型公司投资组合 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 | 33,748 | -0.79 | 9,917 | -18.17 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 110,824 | -49.24 | 36,281 | -46.98 | ||||
| 2025-05-08 | 13F | 特雷杰·AP-丰登 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | XLI - 工业精选行业 SPDR 基金 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 | 669,585 | -1.94 | 219,289 | 2.46 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 97 | -8.49 | 32 | -6.06 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Call | 7,900 | -45.14 | 2,558 | -45.15 | |||
| 2025-08-12 | 13F | Integras Partners有限责任公司 | 7,964 | -0.50 | 2,608 | 3.99 | ||||
| 2025-08-13 | 13F | 达美累积有限责任公司 | Put | 3,000 | -79.31 | 971 | -79.31 | |||
| 2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-23 | NP | PQIAX - 股票收益基金（原股票收益基金 I A 类） | 572,879 | -1.67 | 168,335 | -18.89 | ||||
| 2025-05-15 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 4,754 | -64.36 | 1,557 | -62.78 | ||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | 衡量风险投资组合有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 190 | -8.21 | 62 | -3.12 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 7,857 | -1.81 | 2,573 | 2.59 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 3,276 | -2.90 | 1,073 | 1.42 | ||||
| 2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TILCX - T. Rowe Price 机构大盘价值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 101,676 | -23.02 | 33,299 | -19.56 | ||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 725 | -0.68 | 237 | 3.95 | ||||
| 2025-05-30 | NP | LAVLX - 雅培勋爵中型股票基金公司 A 类 | 50,959 | -34.27 | 15,973 | -40.90 | ||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 109,606 | -6.02 | 36 | -2.78 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 31,007 | -18.58 | 10,155 | -14.93 | ||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 4,559 | -8.84 | 1,466 | -20.42 | ||||
| 2025-07-29 | 13F | 伯明翰资本管理公司/等 | 14,700 | -2.39 | 4,814 | 1.99 | ||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 7,386 | -3.84 | 2,419 | 0.46 | ||||
| 2025-08-06 | 13F | 吉纳斯资本管理公司 | 5,458 | -87.94 | 1,787 | -87.40 | ||||
| 2025-05-30 | NP | TDVG - T. Rowe 价格股息增长 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,227 | -19.08 | 1,952 | -27.26 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 7 | -46.15 | 2 | -50.00 | ||||
| 2025-08-04 | 13F | JDM 金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 1,168 | -8.25 | 383 | -4.26 | ||||
| 2025-08-15 | 13F | 蒙塔格考德威尔有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 福国相互人寿保险公司 | 1,040 | -7.39 | 341 | -3.13 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 24,155 | -14.42 | 8 | -22.22 | ||||
| 2025-04-21 | 13F | 卡塔利娜资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 210 | -76.08 | 69 | -75.27 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 1,917 | -7.84 | 624 | -4.44 | ||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 753 | -8.28 | 247 | -4.28 | ||||
| 2025-07-30 | 13F | 阿伯投资顾问有限责任公司 | 651 | -0.46 | 213 | 4.41 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 15,468 | -3.94 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 7,235 | -27.74 | 2,369 | -24.51 | ||||
| 2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 7,216 | -1.29 | 2,363 | 3.14 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 458,801 | -2.00 | 150,257 | 2.39 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 41,129 | -1.43 | 13,470 | 2.99 | ||||
| 2025-05-12 | 13F | 资本规划顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 联合银行 | 27,269 | -8.96 | 9 | -11.11 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 416,967 | -3.57 | 136,557 | 0.76 | ||||
| 2025-07-23 | 13F | 理查森资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 300 | -75.81 | 98 | -74.74 | ||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 329,414 | -24.55 | 107,883 | -21.17 | ||||
| 2025-08-04 | 13F | 三角帆信托基金 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 829 | -6.12 | 272 | -1.81 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 100 | -36.71 | 33 | -34.69 | ||||
| 2025-08-13 | 13F | 黑钻财富管理公司 | 1,181 | -0.25 | 389 | 7.16 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 5 | -66.67 | 1 | -80.00 | ||||
| 2025-06-26 | NP | FVDFX - 富达价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,000 | -55.10 | 3,232 | -62.97 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 630 | -3.37 | 206 | 0.98 | ||||
| 2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 1,794 | -10.30 | 588 | -6.23 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 500 | -82.76 | 164 | -82.05 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 1,979 | -7.09 | 648 | -2.85 | ||||
| 2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 布西财富管理 | 73,916 | -1.40 | 24,208 | 3.03 | ||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 65,142 | -6.57 | 19,141 | -22.94 | ||||
| 2025-04-24 | 13F | BSW财富合作伙伴 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 凤凰财富顾问 | 6,480 | -2.56 | 2,122 | 1.82 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 836 | -17.15 | 246 | -31.75 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 26,446 | -0.53 | 9 | 0.00 | ||||
| 2025-05-14 | 13F | 迈文证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 11,341 | -7.77 | 3,714 | -3.63 | ||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 78 | -20.41 | 25 | -16.67 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 36 | -50.00 | 0 | |||||
| 2025-08-18 | 13F | 1248 管理有限责任公司 | 273 | -16.26 | 89 | -12.75 | ||||
| 2025-08-04 | 13F | Noesis资本管理公司 | 35,978 | -0.76 | 11,783 | 3.69 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 13,943 | -3.86 | 4,566 | 0.46 | ||||
| 2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 295,422 | -0.12 | 96,751 | 4.36 | ||||
| 2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 富国银行/百万 | 333,962 | -1.14 | 109,372 | 3.30 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 8,251 | -4.74 | 2,702 | -0.48 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 4,575 | -61.85 | 1,498 | -60.15 | ||||
| 2025-07-11 | 13F | 增强资本有限责任公司 | 7,046 | -0.01 | 2,308 | 4.48 | ||||
| 2025-08-06 | 13F | Achmea 投资管理公司 | 51,766 | -15.39 | 17 | -15.79 | ||||
| 2025-03-28 | NP | LDFVX - Lord Abbett 基本股票基金 A 类 | 110,122 | -3.13 | 39,231 | 4.89 | ||||
| 2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 848 | -5.78 | 278 | -1.77 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 62,720 | -12.77 | 20,541 | -8.85 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 18,684 | -0.27 | 6,119 | 4.22 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 1,312 | -12.06 | 422 | -23.32 | ||||
| 2025-08-01 | 13F | 洛根资本管理公司 | 16,544 | -8.85 | 5,418 | -4.76 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 7,650 | -46.53 | 2,505 | -44.13 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 138 | -19.30 | 43 | -27.12 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 33,613 | -1.07 | 9,877 | -18.40 | ||||
| 2025-07-24 | NP | FSLEX - 环境和替代能源产品组合 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 | 27,912 | -14.65 | 8,973 | -25.47 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 1,284 | -1.83 | 421 | 2.69 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 3,715 | -6.49 | 1,217 | -2.33 | ||||
| 2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 2,576 | -42.00 | 844 | -39.40 | ||||
| 2025-07-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 韦斯科特财务咨询集团有限责任公司 | 830 | -0.12 | 272 | 4.23 | ||||
| 2025-05-14 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 霍伊投资公司 | 864 | -38.42 | 283 | -35.76 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 6,021 | -1.62 | 1,769 | -18.85 | ||||
| 2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 176,703 | -3.43 | 57,870 | 0.71 | ||||
| 2025-04-28 | 13F | FSM 财富顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Peddock 资本顾问有限公司 | 8,176 | -0.97 | 2,678 | 3.48 | ||||
| 2025-06-27 | NP | GDIV - Harbour 股息增长领先 ETF | 11,796 | -11.63 | 3,466 | -27.11 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 38,094 | -3.90 | 12,476 | 0.40 | ||||
| 2025-04-28 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | BDF-管理 | 5,042 | -9.85 | 1,651 | -5.82 | ||||
| 2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 733,183 | -2.50 | 215,438 | -19.58 | ||||
| 2025-08-13 | 13F | 博特尔古德曼有限公司 | 589,186 | -2.87 | 193 | 1.05 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 21,523 | -0.17 | 7,049 | 18.33 | ||||
| 2025-08-13 | 13F | 哈夫斯特联合公司 | 7,584 | -21.53 | 2,484 | -18.03 | ||||
| 2025-08-25 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 11,600 | -2.52 | 3,799 | 1.88 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 12,228,476 | -2.66 | 4,004,826 | 1.71 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 3,771,594 | -0.22 | 1,235,198 | 4.25 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 81,346 | -14.48 | 26,651 | -10.68 | ||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 315 | -22.79 | 99 | -12.50 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 52,316 | -3.48 | 17,133 | 0.85 | ||||
| 2025-08-05 | 13F | 直布罗陀资本管理公司 | 21,434 | -1.03 | 7,019 | 3.40 | ||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 8,525 | -1.80 | 2,792 | 2.61 | ||||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 20,551 | -4.96 | 6,730 | -0.69 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 3,930 | -4.33 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 8,099 | -25.53 | 2,652 | -22.18 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 40,279 | -10.30 | 13,191 | -6.27 | ||||
| 2025-08-12 | 13F | 创始者有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 景顺有限公司 | 1,124,476 | -7.52 | 368,266 | -3.38 | ||||
| 2025-04-14 | 13F | 战略财富设计师 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 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 | 3,592 | -16.47 | 1,155 | -27.10 | ||||
| 2025-08-11 | 13F | 赛普拉斯咨询集团有限责任公司 | 8,700 | -0.80 | 2,849 | 3.68 | ||||
| 2025-04-22 | 13F | 协同财务管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 应用资本有限责任公司/佛罗里达州 | 6,503 | -0.02 | 2,130 | 4.47 | ||||
| 2025-07-08 | 13F | 多佛顾问有限公司 | 775 | -26.19 | 254 | -23.10 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 398 | -3.40 | 128 | -15.89 | ||||
| 2025-06-23 | NP | CMNWX - 本金资本增值基金（fka西海岸股票基金）A级 | 78,850 | -25.19 | 23,169 | -38.29 | ||||
| 2025-06-25 | NP | MNDFX - 纪律价值系列 I 类 | 4,843 | -17.69 | 1,423 | -32.11 | ||||
| 2025-07-25 | NP | INDZX - 哥伦比亚大盘价值基金 A 类 | 83,200 | -15.19 | 26,747 | -25.95 | ||||
| 2025-08-12 | 13F | 改变路径有限责任公司 | 1,220 | -3.79 | 400 | 0.50 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 3,972 | -5.74 | 1,301 | -1.52 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 1,530,907 | -1.55 | 501,407 | 2.87 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 7,128 | -3.17 | 2,334 | 1.17 | ||||
| 2025-04-09 | 13F | 道格拉斯莱恩联合有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 308,736 | -4.31 | 101,111 | -0.02 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 3,262 | -70.39 | 1,068 | -69.07 | ||||
| 2025-05-29 | NP | MAIMX - Victory Integrity 中型价值基金 A 类 | 7,147 | -34.23 | 2,240 | -40.87 | ||||
| 2025-08-07 | 13F | 坎伯兰顾问公司 | 8,250 | -3.51 | 2,702 | 0.82 | ||||
| 2025-08-29 | NP | LSWWX - Loomis Sayles 全球配置基金 Y 级 | 146,302 | -0.89 | 47,914 | 3.55 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 926 | -0.96 | 303 | 3.77 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 91,530 | -6.00 | 29,976 | -1.78 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-04-24 | 13F | 温盖特财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | 13F | 沙特基础工业公司养老基金 | 3,900 | -17.02 | 1 | 0.00 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 9,700 | -17.09 | 3 | 0.00 | |||
| 2025-07-28 | 13F | 港湾信托投资管理公司 | 5,573 | -0.45 | 1,825 | 4.05 | ||||
| 2025-05-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 13,104 | -11.63 | 4,107 | -20.55 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 17,182 | -17.92 | 5,627 | -14.22 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 5,200 | -50.48 | 1,703 | -48.25 | |||
| 2025-08-14 | 13F | 西海岸金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 鹰岩投资公司 | 9,647 | -0.20 | 3,159 | 4.29 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 1,496 | -1.19 | 490 | 3.16 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 1,944 | -0.66 | 1 | |||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 181 | -2.69 | 59 | 1.72 | ||||
| 2025-04-29 | 13F | YANKCOM 合作伙伴关系 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 2,930 | -1.74 | 960 | 2.68 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DB Root 有限公司 | 2,028 | -9.95 | 664 | -5.82 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 2,288 | -34.31 | 1 | -100.00 | ||||
| 2025-05-14 | 13F | 资本基金管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 4,700 | -68.46 | 2 | -75.00 | |||
| 2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 260 | -11.26 | 76 | -26.92 | ||||
| 2025-08-12 | 13F | 财富桥资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 751 | -90.67 | 246 | -90.29 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | 15,991 | -66.50 | 5,237 | -65.00 | ||||
| 2025-06-24 | NP | JPME - 摩根大通多元化回报美国中盘股票ETF | 4,213 | -8.31 | 1,238 | -24.39 | ||||
| 2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 1,096 | -1.79 | 359 | 2.58 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 274 | -9.27 | 81 | -25.23 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 3,147 | -8.06 | 1,031 | -4.01 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 7,129 | -3.45 | 2,335 | 0.86 | ||||
| 2025-05-15 | 13F | 宝利资本管理（香港）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 127,028 | -8.22 | 41,602 | -4.11 | ||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 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 | 50,541 | -0.03 | 16,248 | -12.71 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 1,515 | -52.45 | 496 | -53.43 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 36,480 | -70.84 | 11,947 | -69.53 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 279,329 | -2.45 | 91,479 | 1.92 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 1,680 | -3.34 | 550 | 1.10 | ||||
| 2025-07-10 | 13F | 博钦信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | PARWX - Parnassus Endeavor 基金投资者股票 | 341,308 | -2.59 | 111,778 | 1.78 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 6,021 | -13.62 | 1,972 | -9.75 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 35,253 | -1.30 | 11,545 | 3.14 | ||||
| 2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 11,874 | -52.60 | 3,889 | -50.48 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 50 | -16.67 | 16 | -11.11 | ||||
| 2025-07-09 | 13F | 埃尔德雷德·洛克合伙人有限责任公司 | 34,631 | -5.07 | 11,342 | -0.88 | ||||
| 2025-05-30 | NP | 多策略成长与收益基金 | 1,517 | -24.15 | 475 | -14.10 | ||||
| 2025-08-06 | 13F | 北方资本有限公司 | 132 | -44.07 | 43 | -41.10 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 19,602 | -3.68 | 6,420 | 0.64 | ||||
| 2025-07-22 | 13F | 凯斯勒投资集团有限责任公司 | 1,614 | -3.41 | 529 | 0.96 | ||||
| 2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 61 | -29.89 | 20 | -40.62 | ||||
| 2025-05-07 | 13F | 频谱财富顾问有限责任公司 | 19,868 | -0.85 | 6,227 | -10.85 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 12 | -64.71 | 4 | -60.00 | ||||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 210 | -32.26 | 68 | -41.23 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 1,151 | -7.18 | 377 | -2.84 | ||||
| 2025-05-15 | 13F | CSS 有限公司/il | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 3,807 | -3.13 | 1,247 | 1.22 | ||||
| 2025-04-25 | 13F | 纪念碑资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | Lord Abbett SERIES FUND INC - 中型股票投资组合 VC 级 | 10,866 | -35.46 | 3,406 | -41.98 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 27,324 | -9.54 | 8,948 | -5.48 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 7,300 | -1.35 | 2,391 | 3.06 | ||||
| 2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 1,404 | -0.64 | 460 | 3.85 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美麦迪逊多元化收入副总裁服务 | 2,000 | -4.17 | 655 | 0.15 | ||||
| 2025-06-26 | NP | FBCV - 富达蓝筹价值 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 504 | -52.81 | 148 | -61.05 | ||||
| 2025-06-27 | NP | RSPN - Invesco S&P 500 等权重工业 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,240 | -7.23 | 6,535 | -23.48 | ||||
| 2025-04-23 | 13F | 价值星资产管理(香港)有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | 门多塔金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | SMNCX - Steward 股票市场中性基金 C 类 | 3,000 | -11.76 | 1,069 | 7.66 | ||||
| 2025-08-11 | 13F | 西太平洋银行 | 156 | -98.82 | 51 | -98.77 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 25,200 | -27.38 | 8,208 | -24.67 | |||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 达美财务顾问有限公司 | 6,334 | -1.71 | 2,075 | 2.72 | ||||
| 2025-08-13 | 13F | StoneX集团公司 | 3,372 | -25.86 | 1,104 | -22.53 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 1,240 | -5.70 | 406 | -1.70 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 37,430 | -38.34 | 12,258 | -35.57 | ||||
| 2025-04-21 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 519,013 | -8.78 | 152,507 | -24.76 | ||||
| 2025-07-17 | 13F | 莱克伍德资产管理有限公司 | 1,488 | -3.94 | 487 | 0.41 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 2,291 | -1.59 | 750 | 2.88 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 指数资产配置基金 2 级 | 108 | -4.42 | 35 | 0.00 | ||||
| 2025-07-24 | 13F | 游戏计划财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 1,113 | -17.13 | 358 | -0.83 | ||||
| 2025-08-28 | NP | EFIV - Spdr S&p 500 Esg ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,353 | -34.10 | 1,426 | -31.16 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 13 | -71.11 | 4 | -71.43 | ||||
| 2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Hager 投资管理服务有限公司 | 160 | -45.76 | 52 | -43.48 | ||||
| 2025-05-09 | 13F | 普罗维登投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 3,642 | -25.64 | 1,193 | -22.35 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 69 | -8.00 | 23 | -4.35 | ||||
| 2025-07-21 | 13F | 阿特沃特马利克有限责任公司 | 35,983 | -0.08 | 11,784 | 4.40 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 13,245 | -55.49 | 4,338 | -53.50 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 602,096 | -19.66 | 197,186 | -16.06 | ||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 10,482 | -0.05 | 3,433 | 4.41 | ||||
| 2025-07-28 | 13F | 汉密尔顿点投资顾问有限公司 | 17,883 | -4.45 | 5,857 | -0.17 | ||||
| 2025-07-11 | 13F | 韦博塞特研究与管理有限公司 | 40,879 | -0.79 | 13,388 | 3.65 | ||||
| 2025-07-25 | 13F | 北美社区银行 | 10,881 | -3.55 | 3,564 | 0.79 | ||||
| 2025-07-17 | 13F | 蒂尔伍德资产管理公司 | 8,467 | -2.15 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M&T银行公司 | 41,246 | -1.70 | 13,508 | 2.71 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 5,053 | -1.83 | 1,655 | 2.54 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 647 | -7.97 | 212 | -4.09 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 7,126 | -14.07 | 2,334 | -10.23 | ||||
| 2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 680 | -32.74 | 200 | -44.72 | ||||
| 2025-05-09 | 13F | 木星资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 2,931 | -11.66 | 960 | -7.70 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 9,512 | -59.55 | 3,115 | -57.74 | ||||
| 2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 114 | -4.20 | 37 | 0.00 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,867 | -8.43 | 1,243 | -20.01 | ||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 2,840 | -0.11 | 930 | 4.38 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 12,432 | -0.31 | 3,997 | -12.96 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 2,680 | -69.44 | 878 | -68.09 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 2,468 | -18.71 | 808 | -15.04 | ||||
| 2025-05-30 | NP | Lord Abbett SERIES FUND INC - 增长和收入投资组合 VC 级 | 22,081 | -23.60 | 6,921 | -31.30 | ||||
| 2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 989 | -8.26 | 324 | -4.15 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 3,993 | -18.86 | 1,308 | -15.24 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 238,154 | -6.94 | 76,562 | -18.74 | ||||
| 2025-07-16 | 13F | 卡斯尔维尤合伙人有限公司 | 2,039 | -0.29 | 668 | 4.22 | ||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 21,673 | -17.39 | 7,098 | -13.69 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 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 | 302 | -49.58 | 99 | -47.59 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 340 | -18.85 | 0 | |||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 11,856 | -0.16 | 3,883 | 4.30 | ||||
| 2025-07-29 | 13F | 基础有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 霍尔·劳里·J 受托人 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 615,541 | -21.92 | 200,500 | -17.45 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 120 | -17.81 | 39 | -13.33 | ||||
| 2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 2,300 | -82.24 | 753 | -81.44 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 27,661 | -0.62 | 8,670 | -10.64 | ||||
| 2025-07-14 | 13F | CRA 金融服务有限责任公司 | 671 | -2.04 | 220 | 2.34 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | Call | 6,200 | -68.69 | 2,030 | -67.29 | |||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 1,853 | -11.00 | 607 | -7.06 | ||||
| 2025-08-14 | 13F | 英镑财富管理公司 | 1,109 | -6.33 | 363 | -11.89 | ||||
| 2025-03-28 | NP | UVALX - 价值基金份额 | 8,720 | -57.03 | 3,106 | -53.48 | ||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 202,571 | -4.96 | 66,342 | -0.70 | ||||
| 2025-08-28 | NP | CNRG - SPDR S&P Kensho 清洁电力 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 | 8,048 | -0.40 | 2,636 | 4.07 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 60,582 | -20.94 | 19,841 | -17.39 | ||||
| 2025-08-14 | 13F | Globeflex资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 2,130 | -60.12 | 698 | -58.36 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 6,243 | -10.22 | 2,045 | -6.20 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 3,322 | -1.25 | 976 | -18.53 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 8,184 | -1.02 | 2,680 | 3.43 | ||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 43,468 | -9.59 | 12,773 | -25.43 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 11,513 | -3.82 | 3,771 | 0.51 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 11,603 | -80.24 | 4 | -83.33 |
