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。
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文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-31 | 13F | 国民西敏寺集团有限公司 | 46,498 | -49.82 | 5,995 | -54.52 | ||||
2025-08-05 | 13F | 史密斯·谢尔纳特·威尔逊有限公司 /adv | 1,771 | -4.63 | 228 | -13.64 | ||||
2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 4,217 | -2.11 | 544 | -11.27 | ||||
2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 52,192 | -18.18 | 6,731 | -25.81 | ||||
2025-08-26 | NP | GVIZX - 价值股票指数基金投资者 | 1,847 | -4.10 | 238 | -12.82 | ||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -481 | 261.65 | -62 | 244.44 | |||
2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 奥本海默公司 | 18,534 | -1.33 | 2,389 | -10.56 | ||||
2025-08-06 | 13F | 北方资本有限公司 | 91 | -13.33 | 12 | -21.43 | ||||
2025-08-14 | 13F | 范埃克联合公司 | 25,869 | -17.21 | 3 | -25.00 | ||||
2025-08-11 | 13F | FSC 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-29 | NP | KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund A 类股票 | Short | -14 | -100.22 | -3 | -100.24 | |||
2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 73,093 | -5.46 | 9,632 | -4.14 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 1,232,184 | -16.78 | 158,853 | -24.56 | ||||
2025-07-28 | 13F | 肯农格林公司有限责任公司 | 21,509 | -0.65 | 2,831 | -8.06 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 2,372 | -73.21 | 306 | -75.77 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 15,545 | -5.90 | 2,004 | -14.69 | ||||
2025-08-12 | 13F | 峰会全球投资 | 2,412 | -94.54 | 0 | -100.00 | ||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 5,167 | -4.53 | 666 | -13.39 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 28,115 | -2.36 | 3,625 | -11.50 | ||||
2025-05-12 | 13F | 塞拉峰会顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 20,637 | -2.43 | 2,661 | -11.57 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 31,798 | -5.53 | 4,099 | -14.37 | ||||
2025-07-09 | 13F | 鲍曼公司 | 3,031 | -10.83 | 391 | -19.25 | ||||
2025-07-24 | 13F | 莫斯利投资管理公司 | 0 | -100.00 | 0 | |||||
2025-04-28 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 856 | -64.48 | 122 | -63.88 | ||||
2025-07-23 | 13F | 克拉克与斯图尔特公司 | 34,030 | -0.77 | 4,429 | -9.96 | ||||
2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | JDM 金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 435 | -1.58 | 63 | 0.00 | ||||
2025-08-14 | 13F | 威默联合公司 1 有限公司 | 4,380 | -0.68 | 565 | -4.57 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 96 | -97.62 | 12 | -97.91 | ||||
2025-08-04 | 13F | 人力投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-09 | NP | 优势顾问 Xanthus 基金有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | X-Square 资本有限责任公司 | 13,966 | -0.58 | 2 | 0.00 | ||||
2025-08-14 | 13F | SummitTX Capital,LP | 21,032 | -47.37 | 2,711 | -52.30 | ||||
2025-08-13 | 13F | Certior 金融集团有限公司 | 2,121 | -0.56 | 273 | -9.90 | ||||
2025-07-10 | 13F | 三角证券财富管理 | 6,913 | -0.39 | 891 | -9.63 | ||||
2025-08-12 | 13F | 美国世纪公司 | 2,328,322 | -3.44 | 300,168 | -12.47 | ||||
2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 115,687 | -18.30 | 14,914 | -25.94 | ||||
2025-07-09 | 13F | 渠道财富有限公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | M.克劳斯公司 | 2,078 | -0.24 | 268 | -9.80 | ||||
2025-07-11 | 13F | 春天资本管理有限公司 | 25,891 | -0.39 | 3,338 | -9.71 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 10,922 | -4.89 | 1,408 | -13.78 | ||||
2025-07-07 | 13F | 格林菲尔德储蓄银行 | 5,938 | -2.88 | 766 | -11.97 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | 5,112 | -29.95 | 659 | -36.45 | ||||
2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 16,212 | -55.70 | 2,331 | -55.17 | ||||
2025-07-23 | 13F | 尼尔森资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Evercore财富管理有限责任公司 | 9,335 | -0.11 | 1,203 | -9.48 | ||||
2025-04-21 | 13F | 秋季荣耀合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 种子财富管理公司 | 1,752 | -5.14 | 226 | -14.12 | ||||
2025-08-13 | 13F | StoneX集团公司 | 4,985 | -9.48 | 645 | -17.96 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 5,928 | -0.99 | 764 | -10.22 | ||||
2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 2,199 | -0.45 | 283 | -9.87 | ||||
2025-05-15 | 13F | 舍布鲁克公园顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 星云研究与开发有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 29,986 | -20.20 | 3,866 | -27.66 | ||||
2025-08-11 | 13F | 塔桥顾问 | 4,355 | -22.30 | 561 | -29.61 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 92,930 | -1.84 | 11,984 | -10.99 | ||||
2025-07-01 | 13F | 公园国家公司/哦/ | 2,966 | -2.14 | 382 | -11.37 | ||||
2025-08-12 | 13F | 拉瑟与基特雷尔公司 | 4,375 | -0.05 | 564 | -9.32 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 4,283 | -2.66 | 552 | -11.68 | ||||
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 | 7,738 | -2.67 | 1,020 | -4.41 | ||||
2025-08-01 | 13F | 第一国民信托公司 | 2,911 | -2.93 | 375 | -11.97 | ||||
2025-08-15 | 13F | 蓝筹合伙人公司 | 2,690 | -30.83 | 347 | -37.43 | ||||
2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 32,049 | -55.38 | 4,133 | -59.54 | ||||
2025-04-29 | 13F | 佩森公司 | 9,757 | -8.65 | 1,388 | -0.86 | ||||
2025-08-14 | 13F | 罗杰斯兄弟公司 | 72,011 | -0.92 | 9,284 | -10.19 | ||||
2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 1,255 | -95.69 | 165 | -95.64 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 46,800 | -44.02 | 6,033 | -49.26 | |||
2025-08-13 | 13F | 资本基金管理公司 | Put | 31,200 | -36.20 | 4,022 | -42.16 | |||
2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 31,152 | -3.25 | 4,478 | -2.06 | ||||
2025-07-16 | 13F | 顾问管理集团公司 /adv | 3,262 | -0.40 | 0 | |||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 消费者必需品行业基金 (A) | 43,815 | -3.77 | 5,649 | -12.77 | ||||
2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 190,043 | -0.27 | 27,321 | 0.96 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 10,357 | -7.74 | 1,473 | 0.07 | ||||
2025-05-15 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 0 | -100.00 | 0 | ||||
2025-05-09 | 13F | 木星资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-06-03 | 13F/A | 奥马哈第一国民银行 | 2,071 | -19.45 | 295 | -5.77 | ||||
2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 3,370 | -2.63 | 434 | -11.79 | ||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 655 | -10.64 | 93 | -3.12 | ||||
2025-07-10 | 13F | 西太平洋财富管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 专题财富顾问有限公司 | 68,695 | -0.58 | 8,943 | -9.80 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 10,959 | -2.97 | 1,413 | -12.08 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 396,631 | -5.42 | 51,134 | -14.26 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -37,728 | -44.82 | -4,864 | -49.99 | |||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 541 | -7.68 | 70 | -16.87 | ||||
2025-08-13 | 13F | 施罗德投资管理集团 | 361,289 | -15.50 | 46,577 | -22.58 | ||||
2025-07-30 | NP | DRIPX - MP63 基金 | 10,531 | -3.07 | 1,514 | -1.88 | ||||
2025-05-13 | 13F | 费尔菲尔德布什公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 7,034 | -0.10 | 907 | -9.49 | ||||
2025-05-15 | 13F | Occudo 定量策略 Lp | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 摩根大通公司 | Call | 100 | -80.00 | 13 | -83.10 | |||
2025-05-09 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-29 | NP | SLGYX - 大型资本增长投资组合 A 类 | 1,410 | -69.28 | 200 | -68.70 | ||||
2025-08-14 | 13F | 清晰度资产管理公司 | 223 | -0.45 | 29 | -9.68 | ||||
2025-08-08 | 13F | 家族企业有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 76,874 | -0.16 | 11,051 | 1.07 | ||||
2025-06-17 | NP | NMVLX - Nuance 中盘价值基金机构类别 | 19,557 | -92.00 | 2,577 | -91.89 | ||||
2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 8,290 | -45.07 | 1,192 | -44.42 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 110,633 | -11.72 | 14,617 | -17.99 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 96,956 | -0.93 | 12,500 | -10.20 | ||||
2025-06-17 | NP | NCVLX - Nuance 集中价值基金机构类别股票 | 13,097 | -43.57 | 1,726 | -42.81 | ||||
2025-05-16 | NP | 全国可变保险信托 - Neuberger Berman NVIT Multi Cap Opportunities Fund I 类 | 5,168 | -59.78 | 735 | -56.39 | ||||
2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 5,414 | -9.62 | 778 | -8.47 | ||||
2025-08-14 | 13F | Ilex Capital Partners (英国) LLP | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 卡瓦尔资本合作伙伴集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 德肖公司 | 516,235 | -43.02 | 66,553 | -48.35 | ||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 6,682 | -29.93 | 861 | -36.50 | ||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 147,979 | -5.12 | 21,273 | -3.95 | ||||
2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 65 | -47.15 | 8 | -52.94 | ||||
2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 7,073 | -29.54 | 912 | -36.16 | ||||
2025-07-22 | 13F | 旧国家银行/in/ | 9,028 | -10.37 | 1,164 | -18.78 | ||||
2025-07-10 | 13F | 汤普金斯金融公司 | 55,766 | -3.90 | 7,189 | -12.88 | ||||
2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 2,001 | -18.56 | 264 | -17.55 | ||||
2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 8,404 | -1.59 | 1,083 | -10.79 | ||||
2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 453 | -14.04 | 58 | -21.62 | ||||
2025-07-25 | 13F | 主权金融集团公司 | 10,103 | -0.13 | 1,302 | -9.46 | ||||
2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 10,431 | -2.90 | 1,375 | -1.58 | ||||
2025-07-09 | 13F | 港湾资本顾问公司 | 5,803 | -0.03 | 1 | |||||
2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 2,805 | -25.99 | 362 | -33.02 | ||||
2025-07-21 | 13F | 河景信托公司 | 431 | -19.74 | 56 | -27.63 | ||||
2025-08-13 | 13F | Sepio资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 资本分析师公司 | 862 | -0.12 | 0 | |||||
2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 17,336 | -14.08 | 2,285 | -12.89 | ||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 1,065 | -17.70 | 137 | -25.54 | ||||
2025-07-21 | 13F | 库存银行和信托公司 | 8,418 | -14.54 | 1,085 | -22.50 | ||||
2025-08-01 | 13F | KS联合资本管理公司 | 8,522 | -51.01 | 1,099 | -55.60 | ||||
2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 3,605 | -31.66 | 465 | -38.13 | ||||
2025-08-05 | 13F | 纽约梅隆银行 | 2,898,923 | -3.44 | 373,729 | -12.47 | ||||
2025-08-18 | NP | HNMDX - HEARTLAND 中型价值基金机构级 | 78,071 | -21.64 | 10,065 | -28.97 | ||||
2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 782 | -2.62 | 101 | -12.28 | ||||
2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 19,806 | -9.09 | 2,610 | -7.81 | ||||
2025-03-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 639 | -0.62 | 83 | -3.49 | ||||
2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 16,960 | -2.30 | 2,186 | -11.43 | ||||
2025-07-09 | 13F | 中央银行和信托公司 | 15,239 | -6.97 | 1,965 | -15.67 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 490,550 | -0.89 | 63,242 | -10.15 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 438,796 | -1.58 | 56,570 | -10.78 | ||||
2025-05-16 | 13F | CTC替代策略有限公司 | 0 | -100.00 | 0 | |||||
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 | 16,795 | -14.89 | 2,165 | -22.84 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 175,622 | -0.70 | 25,247 | 0.53 | ||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 穆尔斯与卡博特公司 | 23,212 | -1.80 | 2,992 | -10.98 | ||||
2025-07-28 | NP | VSTIX - 股票指数基金 | 42,825 | -2.07 | 6,157 | -0.87 | ||||
2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 3,450 | -5.48 | 455 | -4.22 | ||||
2025-04-22 | 13F | Jmac企业有限公司 | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | 阿迪朗达克信托公司 | 2,392 | -0.83 | 308 | -10.20 | ||||
2025-05-27 | NP | GVEYX - 机构价值股票基金 | 15,132 | -53.73 | 2,152 | -49.78 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 143 | -67.05 | 18 | -70.97 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 101,064 | -9.09 | 13,029 | -17.59 | ||||
2025-05-14 | 13F | 量化投资管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 8,546 | -3.30 | 1,102 | -12.34 | ||||
2025-07-28 | NP | VSRDX - 美国社会责任基金 | 26,864 | -22.35 | 3,862 | -21.41 | ||||
2025-06-25 | NP | HDV - iShares 核心高股息 ETF | 598,741 | -20.75 | 78,902 | -19.64 | ||||
2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 基石财富管理有限责任公司 | 2,301 | -43.27 | 297 | -48.61 | ||||
2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 15,139 | -9.06 | 1,952 | -17.57 | ||||
2025-05-12 | 13F | 桑迪泉银行 | 6,060 | -10.63 | 862 | -3.04 | ||||
2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 15,860 | -8.73 | 2,090 | -7.44 | ||||
2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 1,100 | -73.81 | 142 | -76.38 | ||||
2025-03-21 | NP | PASIX - PACE 另类策略投资 A 类 | 991 | -80.34 | 129 | -81.40 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 30,528 | -0.03 | 3,936 | -9.39 | ||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 10,378 | -4.76 | 1,338 | -13.69 | ||||
2025-08-12 | 13F | 遗产信托公司 | 2,560 | -53.85 | 330 | -58.12 | ||||
2025-08-06 | 13F | 马可投资管理有限公司 | 13,165 | -0.38 | 1,697 | -9.69 | ||||
2025-08-08 | 13F | 多拉齐奥联合公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 艾利投资管理有限公司 | 2,222 | -4.51 | 286 | -13.33 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 22,594 | -38.94 | 2,913 | -44.66 | ||||
2025-05-09 | 13F | 内华达投资顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 沙特中央银行 | 0 | -100.00 | 0 | |||||
2025-05-16 | 13F | 美国信托 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 257 | -6.55 | 34 | -5.71 | ||||
2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 15,709 | -8.16 | 2,025 | -16.74 | ||||
2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-30 | NP | WBIL - WBI BullBear Quality 3000 ETF | 4,756 | -63.70 | 676 | -60.61 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 71,689 | -42.18 | 9,242 | -47.58 | ||||
2025-08-13 | 13F | 加纳资产管理公司 | 5,257 | -19.30 | 678 | -26.89 | ||||
2025-08-15 | 13F | 苏达国家银行安全 | 7,652 | -0.33 | 986 | -9.62 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -13,366 | 46.48 | -1,723 | 32.85 | |||
2025-08-08 | 13F | 哈特兰有限公司 | 19,750 | -6.07 | 2,546 | -14.85 | ||||
2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 946 | -6.34 | 122 | -15.38 | ||||
2025-06-26 | NP | DURPX - 美国高相对盈利能力投资组合机构类别 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 | 213,895 | -14.34 | 28,187 | -13.15 | ||||
2025-08-07 | 13F | 明尼阿波利斯投资组合管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-25 | NP | DVY - iShares 选择股息 ETF | 1,588,761 | -6.30 | 209,367 | -5.00 | ||||
2025-06-05 | NP | GQLVX - 量化美国大盘价值股票投资组合 | 132 | -40.54 | 17 | -39.29 | ||||
2025-07-09 | 13F | 索耶公司 | 4,998 | -0.50 | 1 | |||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 1,748 | -2.07 | 228 | -11.33 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 114,128 | -0.02 | 14,713 | -9.37 | ||||
2025-08-13 | 13F | RIA 咨询集团有限责任公司 | 2,706 | -60.20 | 349 | -63.98 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 17,195 | -3.29 | 2,217 | -12.34 | ||||
2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-15 | 13F | 美国金融组合公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 5,606 | -8.89 | 723 | -17.49 | ||||
2025-05-09 | 13F | Pathway 财务顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 14,672 | -3.18 | 1,892 | -12.25 | ||||
2025-08-08 | 13F | 创意策划 | 95,364 | -0.57 | 12,294 | -9.87 | ||||
2025-06-25 | NP | RDLAX - 哥伦比亚纪律成长基金 A 类 | 34,027 | -5.78 | 4,484 | -4.45 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 72,731 | -2.68 | 9,376 | -11.78 | ||||
2025-08-13 | 13F | 第一生命保险株式会社 | 18,265 | -28.52 | 2,355 | -35.22 | ||||
2025-07-14 | 13F | 太平洋合作伙伴公司 | 311 | -6.04 | 40 | -18.75 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 81 | -39.10 | 11 | -42.11 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 29,347 | -9.49 | 4 | -25.00 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 6,300 | -69.57 | 812 | -72.41 | |||
2025-05-23 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 3,141 | -1.72 | 405 | -11.01 | ||||
2025-07-23 | 13F | 西步顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | 主权顾问有限责任公司 | 4,798 | -5.90 | 630 | -13.46 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 30 | -99.53 | 0 | |||||
2025-06-27 | NP | AAARX - 战略配置:进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,827 | -31.51 | 504 | -30.58 | ||||
2025-08-14 | 13F | 科学技术研究有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 6,716 | -1.76 | 866 | -11.01 | ||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 5,927 | -19.28 | 765 | -26.89 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 17,400 | -20.55 | 2,243 | -27.97 | |||
2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 2,100 | -7.53 | 271 | -16.15 | ||||
2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 2,071 | -1.71 | 267 | -11.04 | ||||
2025-07-23 | NP | CFMCX - 中型股基金 | 14,454 | -6.93 | 2,078 | -5.80 | ||||
2025-07-31 | 13F | 沃恩大卫投资公司/il | 281,810 | -0.10 | 36 | -10.00 | ||||
2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 2,404 | -11.52 | 310 | -19.95 | ||||
2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 3,849 | -28.19 | 496 | -34.91 | ||||
2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 96,505 | -27.08 | 12,441 | -33.90 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 284,142 | -1.03 | 37 | -10.00 | ||||
2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 3,442 | -0.41 | 444 | -9.78 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 16,800 | -50.15 | 2 | -50.00 | |||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 40,100 | -22.29 | 5 | -28.57 | |||
2025-07-09 | 13F | 第一金融公司/in/ | 330 | -41.90 | 43 | -47.50 | ||||
2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 20,566 | -2.06 | 2,651 | -11.22 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 120,178 | -17.74 | 17,092 | -10.72 | ||||
2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 1,372 | -6.03 | 177 | -14.98 | ||||
2025-08-14 | 13F | 韦瑟比资产管理公司 | 6,622 | -8.84 | 854 | -10.30 | ||||
2025-08-11 | 13F | 达美资产管理有限公司/TN | 1,531 | -1.29 | 197 | -10.45 | ||||
2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 1,015 | -20.95 | 146 | -20.33 | ||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 27,011 | -71.50 | 3 | -76.92 | ||||
2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Campbell & CO 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 353,949 | -16.02 | 45,631 | -23.87 | ||||
2025-05-14 | 13F | Peak6有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球战术配置投资组合初始类别 | 8,004 | -2.51 | 1,032 | -11.65 | ||||
2025-07-15 | 13F | 复地资本有限公司 /adv | 11,449 | -0.23 | 1,476 | -9.50 | ||||
2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 嘉实基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 诚信联盟有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 129,291 | -84.53 | 16,668 | -85.98 | ||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 13,981 | -2.20 | 1,802 | -11.36 | ||||
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 | 14,207 | -0.91 | 1,832 | -10.20 | ||||
2025-08-12 | 13F | 联合银行 | 450,644 | -0.45 | 58,097 | -9.76 | ||||
2025-07-11 | 13F | 多元化信托公司 | 45,672 | -30.94 | 5,888 | -37.40 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 287 | -18.23 | 37 | -24.49 | ||||
2025-05-07 | 13F | 布兰迪橡树私人财富有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 顾问首选有限责任公司 | 25,895 | -65.16 | 3,408 | -67.94 | ||||
2025-08-15 | 13F | 44 财富管理有限公司 | 9,268 | -0.96 | 1,195 | -10.23 | ||||
2025-07-08 | 13F | 遗产私人信托公司 | 32,408 | -0.34 | 4,178 | -9.65 | ||||
2025-08-04 | 13F | 梅多布鲁克投资顾问有限责任公司 | 7,914 | -1.43 | 1,020 | -10.60 | ||||
2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 5,100 | -1.92 | 657 | -11.10 | ||||
2025-07-29 | 13F | 镇流器公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 8,305 | -50.83 | 1,071 | -55.45 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 6,381 | -12.20 | 823 | -20.43 | ||||
2025-07-08 | 13F | Heartwood 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 曼氏集团 | 389,551 | -11.56 | 50,221 | -19.83 | ||||
2025-08-26 | NP | NOSIX - 北方股票指数基金 | 97,897 | -2.63 | 12,621 | -11.74 | ||||
2025-07-17 | 13F | 绿叶信托 | 13,487 | -12.23 | 1,739 | -20.46 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 783 | -8.63 | 101 | -17.36 | ||||
2025-07-21 | 13F | Credential证券公司 | 3,182 | -7.23 | 335 | -11.14 | ||||
2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 4,721 | -1.67 | 622 | -0.16 | ||||
2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 1,334 | -5.52 | 172 | -14.50 | ||||
2025-07-14 | 13F | 布雷迪马茨财富解决方案有限责任公司 | 5,855 | -1.36 | 755 | -10.66 | ||||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 1,600 | -13.23 | 206 | -21.37 | ||||
2025-07-30 | NP | LSOFX - LS 机会基金 - 机构类别 | Short | -10,118 | -1,455 | |||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 100 | -99.36 | 13 | -99.46 | |||
2025-08-26 | NP | Profunds - Profunds 消费品副总裁 | 2,132 | -13.26 | 275 | -21.49 | ||||
2025-07-18 | 13F | RKL财富管理有限责任公司 | 2,456 | -0.16 | 317 | -9.46 | ||||
2025-07-10 | 13F | 长板资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 3,500 | -94.01 | 451 | -94.57 | |||
2025-05-14 | 13F | 凯利·劳伦斯 W & Associates Inc/ca | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | NBC 证券公司 | 4,708 | -36.97 | 1 | -100.00 | ||||
2025-08-14 | 13F | 大谷顾问集团有限公司 | 13,416 | -15.52 | 1,730 | -23.43 | ||||
2025-08-13 | 13F | 财富信托公理有限责任公司 | 2,275 | -0.44 | 293 | -9.85 | ||||
2025-08-27 | NP | OFAFX - Olstein 全市值基金顾问级 | 35,000 | -25.53 | 4,512 | -32.50 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 48,897 | -2.59 | 6,304 | -11.71 | ||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 1,382 | -1.36 | 178 | -10.55 | ||||
2025-05-28 | NP | MSEFX - Litman Gregory Masters 股票基金机构类 | 2,272 | -43.64 | 323 | -38.83 | ||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 7,743 | -3.62 | 998 | -12.61 | ||||
2025-07-24 | 13F | 帕普·L·罗伊建筑事务所 | 1,934 | -2.03 | 249 | -11.07 | ||||
2025-08-26 | NP | FLSP - 富兰克林自由系统型溢价 ETF | 6,182 | -9.96 | 797 | -18.44 | ||||
2025-07-09 | 13F | 新罕布什尔银行 | 400 | -9.09 | 52 | -17.74 | ||||
2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 545 | -3.88 | 70 | -12.50 | ||||
2025-07-29 | 13F | 百丽资本国际有限公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 36,913 | -1.20 | 4,759 | -10.45 | ||||
2025-08-04 | 13F | 费希尔基金管理有限公司 | 21,593 | -10.00 | 2,784 | -18.43 | ||||
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 | 1,614 | -6.38 | 208 | -15.10 | ||||
2025-07-02 | 13F | Lvm资本管理有限公司/mi | 4,821 | -2.19 | 1 | |||||
2025-08-14 | 13F | 华莱士资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 125 | -85.75 | 123 | -43.06 | ||||
2025-08-18 | 13F | 新咨询服务有限责任公司 | 3,363 | -10.13 | 434 | -18.61 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 507,702 | -1.23 | 65,453 | -10.46 | ||||
2025-08-11 | 13F | 鲍德温投资管理有限公司 | 12,922 | -13.98 | 1,666 | -22.05 | ||||
2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 1,360 | -1.02 | 175 | -10.26 | ||||
2025-08-06 | 13F | Kcm 投资顾问有限公司 | 87,025 | -1.69 | 11,219 | -10.88 | ||||
2025-07-25 | NP | PRDAX - 多元化实物资产基金 A 类 | 7,407 | -15.15 | 1,065 | -14.12 | ||||
2025-07-23 | 13F | Nbt 银行 NA /纽约 | 5,875 | -1.72 | 757 | -10.94 | ||||
2025-07-21 | 13F | 资产顾问投资管理有限责任公司 | 13,305 | -8.11 | 1,715 | -16.71 | ||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,641 | -12.06 | 2,919 | -20.30 | ||||
2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 6,751 | -1.26 | 890 | 0.11 | ||||
2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 18,667 | -1.93 | 2,407 | -11.12 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 18,431 | -18.01 | 2,376 | -25.68 | ||||
2025-08-14 | 13F | 帕文资产管理有限公司 | 625 | -2.80 | 81 | -12.09 | ||||
2025-04-02 | 13F/A | 皮克顿马奥尼资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 618 | -74.65 | 80 | -77.17 | ||||
2025-04-15 | 13F | SG美洲证券有限责任公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 1,945 | -2.41 | 251 | -11.66 | ||||
2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | 奥斯曼资本公司 | 2,824 | -5.30 | 364 | -14.15 | ||||
2025-05-08 | 13F | 杰富瑞金融集团公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-08 | 13F | Gts 证券有限公司 | 3,649 | -66.00 | 470 | -69.20 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 286,427 | -1.49 | 36,927 | -10.71 | ||||
2025-06-25 | NP | RLCAX - 哥伦比亚纪律价值基金 A 类 | 2,058 | -2.97 | 271 | -1.45 | ||||
2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 2,559 | -4.83 | 330 | -13.87 | ||||
2025-05-28 | 13F | 伯明翰资本管理公司/等 | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 475 | -3.06 | 68 | -1.45 | ||||
2025-07-07 | 13F | 西联银行 | 7,059 | -1.53 | 910 | -10.70 | ||||
2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 15,398 | -3.02 | 2,029 | -1.65 | ||||
2025-07-09 | 13F | 定义财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
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 | 51,330 | -8.77 | 6,617 | -17.30 | ||||
2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 14,231 | -4.45 | 1,835 | -13.41 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 213,623 | -34.19 | 27,540 | -40.35 | ||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Virtus 投资顾问公司 | 0 | -100.00 | 0 | |||||
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 | 62,989 | -3.94 | 9,055 | -2.75 | ||||
2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 452,613 | -10.78 | 58,351 | -19.13 | ||||
2025-07-25 | NP | UGIEX - 全球股票收益基金份额 | 5,331 | -1.02 | 766 | 0.26 | ||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 2,371 | -0.21 | 306 | -9.50 | ||||
2025-06-27 | NP | UPGD - Invesco Raymond James SB-1 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 | 15,988 | -2.87 | 2,107 | -1.54 | ||||
2025-08-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-25 | NP | ACWV - iShares Edge MSCI 最小成交量全球 ETF | 73,828 | -3.38 | 10,614 | -2.18 | ||||
2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 4,335 | -0.23 | 559 | -9.56 | ||||
2025-05-13 | 13F | 唤起财富有限公司 | 0 | -100.00 | 0 | |||||
2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 4,148 | -48.57 | 535 | -53.44 | ||||
2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 10,453 | -1.21 | 1,361 | -10.35 | ||||
2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 42,710 | -1.10 | 5,506 | -10.34 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 71,987 | -1.01 | 10,349 | 0.20 | ||||
2025-08-14 | 13F | 沃特斯帕克森有限公司 | 10,075 | -2.81 | 1,299 | -11.94 | ||||
2025-07-24 | 13F | 汤普森投资管理公司 | 31,949 | -9.34 | 4,119 | -17.82 | ||||
2025-08-12 | 13F | 传统财富管理有限责任公司 | 1,821 | -0.76 | 235 | -10.00 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 63,941 | -2.94 | 8,243 | -12.02 | ||||
2025-05-30 | NP | RMHX - 城市国家罗奇代尔股息和收入基金 N 级 | 9,000 | -2.17 | 1,280 | 6.14 | ||||
2025-07-29 | 13F | 芝加哥合伙人投资集团有限责任公司 | 7,678 | -8.96 | 981 | -12.97 | ||||
2025-08-08 | 13F | Mv 资本管理公司 | 2,272 | -0.39 | 293 | -9.88 | ||||
2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 6,338 | -15.58 | 835 | -14.36 | ||||
2025-05-15 | 13F | 灯塔投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 铁路养老金投资有限公司 | 226,401 | -8.34 | 29,188 | -16.91 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 6,546 | -2.15 | 844 | -11.36 | ||||
2025-08-14 | 13F | 阿普里姆顾问 | 2,070 | -6.97 | 267 | -15.82 | ||||
2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 12,273 | -0.18 | 1,617 | 1.25 | ||||
2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 46,734 | -1.62 | 6,025 | -10.83 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 95 | -40.99 | 12 | -45.45 | ||||
2025-08-21 | NP | SMOT - VanEck Morningstar SMID 护城河 ETF | 19,028 | -20.93 | 2,453 | -28.32 | ||||
2025-07-29 | 13F | 地区金融公司 | 54,626 | -1.02 | 7,042 | -10.27 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -25,289 | 73.77 | -3,260 | 57.56 | |||
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 | |||||
2025-08-13 | 13F | 定制索引系统有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 花旗集团 | 385,244 | -24.40 | 49,666 | -31.47 | ||||
2025-08-14 | 13F | 道富银行 | 19,833,493 | -1.11 | 2,581,146 | -10.28 | ||||
2025-08-07 | 13F | 罗斯莫尔私人资本 | 11,258 | -0.01 | 1,451 | -9.37 | ||||
2025-08-14 | 13F | 犹他州退休系统 | 54,652 | -0.36 | 7,046 | -9.68 | ||||
2025-07-25 | 13F | 阿尔塔顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-05-29 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 4,360 | -12.56 | 562 | -20.73 | ||||
2025-08-13 | 13F | 城镇广场资本有限公司 | 5,366 | -89.18 | 692 | -90.20 | ||||
2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 38,068 | -14.52 | 4,908 | -22.52 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 2,860 | -4.38 | 369 | -13.41 | ||||
2025-05-29 | NP | ALVIX - 大型公司价值基金投资者类别 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 | 160,160 | -54.87 | 22,778 | -51.02 | ||||
2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 17,010 | -0.47 | 2,445 | 0.74 | ||||
2025-08-08 | 13F | 国民年金服务 | 569,910 | -40.10 | 73,496 | -45.68 | ||||
2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 2,032,645 | -0.64 | 262,049 | -9.93 | ||||
2025-08-08 | 13F | KBC 集团 | 150,527 | -69.20 | 19 | -72.46 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 137,380 | -1.41 | 17,711 | -10.63 | ||||
2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 2,239 | -46.07 | 0 | |||||
2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 2,945 | -2.64 | 380 | -11.86 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 59 | -32.95 | 8 | -36.36 | ||||
2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 298 | -91.68 | 38 | -92.45 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -268 | -35 | |||||
2025-05-27 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 51,378 | -0.75 | 7,307 | 7.71 | ||||
2025-08-11 | NP | CMEUX - 六圈管理股票投资组合美国无限制基金 | 33,192 | -0.09 | 4,279 | -9.42 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 1,955 | -1.31 | 252 | -10.32 | ||||
2025-07-10 | 13F | 罗克兰信托公司 | 76,335 | -0.23 | 9,841 | -9.56 | ||||
2025-08-08 | 13F | 安联保险 | 6,770 | -37.05 | 873 | -42.97 | ||||
2025-05-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 格莱斯顿机构咨询有限责任公司 | 2,781 | -18.13 | 359 | -25.88 | ||||
2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 26,068 | -65.81 | 3,361 | -69.01 | ||||
2025-07-24 | 13F | 资本顾问有限公司 | 617 | -3.74 | 0 | |||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 15,200 | -86.85 | 1,960 | -88.08 | |||
2025-04-22 | 13F | 蒙特金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 17,949 | -0.15 | 2,337 | -9.42 | ||||
2025-07-09 | 13F | 沙拉信律师事务所 | 1,084,566 | -10.70 | 139,822 | -19.05 | ||||
2025-08-07 | 13F | 理查德杨有限公司 | 1,670 | -1.36 | 215 | -10.42 | ||||
2025-08-28 | NP | CDC - VictoryShares US EQ 收入增强波动性 Wtd ETF | 69,583 | -3.52 | 8,971 | -12.55 | ||||
2025-05-13 | 13F | 中心点顾问有限责任公司 | 0 | -100.00 | 0 | |||||
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 | 2,930 | -7.86 | 378 | -16.59 | ||||
2025-07-21 | 13F | 资本规划有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 101,596 | -11.25 | 14,605 | -10.16 | ||||
2025-06-25 | NP | 富国银行大师信托 - 富国银行纪律大盘投资组合 纪律大盘投资组合 | 8,711 | -5.64 | 1,148 | -4.34 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 7,876 | -4.10 | 1,015 | -13.10 | ||||
2025-08-20 | 13F | 肯塔基州退休系统 | 21,236 | -6.15 | 2,738 | -14.95 | ||||
2025-04-14 | 13F | 海滩投资顾问公司/pa | 3,784 | -1.30 | 1 | |||||
2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 20,280 | -2.20 | 2,915 | -0.99 | ||||
2025-08-05 | 13F | 联邦退休投资有限责任公司 | 13,951 | -3.55 | 1,799 | -12.59 | ||||
2025-06-25 | NP | AQEAX - 哥伦比亚纪律核心基金 A 类 | 78,375 | -68.52 | 10,328 | -68.59 | ||||
2025-07-15 | 13F | Bfsg 有限公司 | 979 | -0.51 | 126 | -9.35 | ||||
2025-07-22 | 13F | 汇合财富服务公司 | 1,605 | -2.01 | 207 | -5.50 | ||||
2025-05-15 | 13F | 威廉姆斯和诺瓦克有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-05 | 13F | 苏兹伯格资本顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 机械银行信托部 | 5,531 | -2.85 | 713 | -11.87 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | 6,212 | -7.67 | 801 | -16.32 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 142,700 | -45.07 | 18,397 | -50.21 | |||
2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 33,592 | -4.70 | 4,331 | -13.61 | ||||
2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 53,789 | -4.68 | 7,088 | -3.35 | ||||
2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 4,365 | -58.82 | 563 | -62.71 | ||||
2025-07-28 | 13F | 道明资产管理公司 | 423,284 | -22.14 | 54,570 | -29.43 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 124,700 | -30.88 | 16,076 | -37.34 | |||
2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 1,673 | -2.16 | 216 | -11.52 | ||||
2025-07-24 | 13F | 康宁公司 | 248,209 | -0.10 | 31,999 | -9.44 | ||||
2025-08-29 | NP | BVALX - Brown Advisory - Beutel Goodman 大盘价值基金机构股 | 555,435 | -9.74 | 71,607 | -18.18 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 107,042 | -56.93 | 13,800 | -60.96 | ||||
2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 167 | -8.24 | 22 | -16.00 | ||||
2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 6,986 | -18.99 | 921 | -17.86 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl 多管理人中盘基金 (a) | 12,078 | -25.37 | 1,557 | -32.33 | ||||
2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 82,411 | -1.63 | 10,860 | -0.26 | ||||
2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 13,196 | -7.48 | 1,897 | -6.32 | ||||
2025-08-06 | 13F | 福克斯运行管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 20,600 | -4.19 | 2,656 | -13.15 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 83 | -41.55 | 11 | -50.00 | ||||
2025-05-15 | 13F | 布里奇威资本管理公司 | 0 | -100.00 | 0 | |||||
2025-05-27 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,667 | -40.93 | 1,375 | -35.91 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 55,477 | -1.86 | 7,152 | -11.03 | ||||
2025-08-14 | 13F | IHT 财富管理有限责任公司 | 4,283 | -14.39 | 552 | -22.36 | ||||
2025-07-16 | 13F | ORG 财富合伙人有限公司 | 698 | -77.90 | 92 | -79.82 | ||||
2025-07-28 | 13F | 速递资本有限公司 | 14,921 | -2.87 | 1,924 | -11.95 | ||||
2025-07-10 | 13F | Vista 投资合伙公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 哈特福德财务管理公司 | 7,591 | -59.54 | 979 | -63.33 | ||||
2025-08-12 | 13F | 德意志银行\ | 1,317,687 | -7.76 | 169,876 | -16.38 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 501 | -53.26 | 65 | -57.89 | ||||
2025-04-22 | 13F | 阿普尔顿合作伙伴公司/马 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 英国保诚集团 | 50,110 | -1.86 | 6,460 | -11.03 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 阿蒙迪 | 1,494,793 | -20.73 | 197,851 | -27.75 | ||||
2025-07-30 | 13F | 海湾国际银行(英国)有限公司 | 17,076 | -11.38 | 2 | 0.00 | ||||
2025-08-14 | 13F | Xponance公司 | 73,033 | -25.65 | 9,415 | -32.60 | ||||
2025-08-29 | NP | 约翰汉考克对冲股票及收益基金 | 457 | -16.76 | 59 | -25.64 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 11,183 | -1.56 | 1,608 | -0.37 | ||||
2025-08-08 | 13F | 维斯特科公司 | 40,782 | -0.12 | 5 | 0.00 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 1,394 | -1.34 | 180 | -10.50 | ||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 4,929 | -69.60 | 635 | -72.46 | ||||
2025-07-18 | 13F | 库珀金融集团 | 1,658 | -4.44 | 214 | -13.41 | ||||
2025-05-15 | 13F | Candlestick 资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 沃洛里奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 勇敢资产管理公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 汤利资本管理公司 / 德国 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 453 | -14.04 | 58 | -21.62 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 426 | -5.75 | 55 | -15.62 | ||||
2025-08-15 | 13F | 豪兰资本管理有限公司 | 5,621 | -4.58 | 732 | -13.39 | ||||
2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 829 | -13.74 | 118 | -6.40 | ||||
2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 10,613 | -3.38 | 1,368 | -12.42 | ||||
2025-07-09 | 13F | 新英格兰研究与管理公司 | 9,949 | -10.76 | 1 | 0.00 | ||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | IWY - iShares Russell 200 强增长 ETF | 71,417 | -10.80 | 9,207 | -19.14 | ||||
2025-04-01 | 13F | 中心资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 期权解决方案有限公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | DAEIX - Dean 股权收益基金 | 10,260 | -31.29 | 1,323 | -37.73 | ||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 67,135 | -8.12 | 8,649 | -16.70 | ||||
2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 1,843 | -3.10 | 265 | -2.22 | ||||
2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Securian 资产管理公司 | 17,261 | -1.54 | 2,225 | -10.75 | ||||
2025-08-13 | 13F | 资本基金管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | Cornercap投资顾问公司 | 9,444 | -2.30 | 1,218 | -11.43 | ||||
2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 5,798 | -0.92 | 747 | -10.22 | ||||
2025-07-11 | 13F | 韦瑟利资产管理公司 | 11,018 | -0.37 | 1,434 | -9.58 | ||||
2025-08-11 | 13F | 独立顾问联盟 | 16,737 | -39.45 | 2,158 | -45.13 | ||||
2025-08-13 | 13F | SCS资本管理有限责任公司 | 28,640 | -28.88 | 3,694 | -35.53 | ||||
2025-08-04 | 13F | 坎顿哈撒韦有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 安联资产管理有限公司 | Put | 1,600 | -36.00 | 206 | -41.97 | |||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 11,820 | -0.07 | 1,524 | -9.45 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | Call | 900 | -43.75 | 116 | -48.90 | |||
2025-07-28 | 13F | 安联资产管理有限公司 | 128,800 | -10.32 | 16,605 | -18.71 | ||||
2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 5,230 | -85.06 | 744 | -83.80 | ||||
2025-07-10 | 13F | YHB 投资顾问公司 | 2,467 | -4.79 | 318 | -13.59 | ||||
2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-17 | 13F | 使命财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 381,778 | -35.90 | 49,188 | -41.90 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 16 | -46.67 | 2 | -50.00 | ||||
2025-08-12 | 13F | 贝德尔财务咨询公司 | 4,529 | -1.09 | 584 | -3.95 | ||||
2025-08-08 | 13F | 莱特科、布罗索联合公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 436 | -3.54 | 56 | -12.50 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 58,194 | -4.71 | 7,502 | -13.62 | ||||
2025-08-13 | 13F | 哈弗福德信托公司 | 21,326 | -4.29 | 2,749 | -13.23 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 19,293 | -4.86 | 2,487 | -13.74 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 7,413 | -3.93 | 956 | -12.94 | ||||
2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus Rampart 增强核心股票系列 A 类 | 14,325 | -6.20 | 1,847 | -14.97 | ||||
2025-04-08 | 13F | 大道 1 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Maridea财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 7,139 | -51.71 | 920 | -56.23 | ||||
2025-06-26 | NP | HFLGX - 轩尼诗基石大型成长基金投资者类别 | 21,200 | -1.85 | 2,794 | -0.50 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 697,962 | -0.01 | 89 | -8.25 | ||||
2025-08-01 | 13F | Vienna Powszechne Towarzystwo Emerytalne SA 维也纳保险集团 | 6,199 | -27.73 | 799 | -34.45 | ||||
2025-08-04 | 13F | 新月英镑有限公司 | 5,773 | -5.28 | 744 | -14.09 | ||||
2025-08-12 | 13F | 哈特兰顾问公司 | 102,743 | -18.51 | 13,246 | -26.13 | ||||
2025-05-15 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 0 | -100.00 | 0 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 36,783 | -27.99 | 4,742 | -34.72 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 227,615 | -28.04 | 29 | -34.09 | ||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 2,075 | -10.33 | 267 | -18.84 | ||||
2025-08-14 | 13F | 布莱克希尔资本公司 | 29,000 | -40.82 | 3,739 | -46.35 | ||||
2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 7,208 | -3.53 | 929 | -12.52 | ||||
2025-08-13 | 13F | M&T银行公司 | 133,314 | -6.76 | 17,187 | -15.48 | ||||
2025-08-28 | NP | Spdr S&p 500 ETF 信托 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 | 4,015,458 | -0.02 | 517,673 | -9.37 | ||||
2025-05-15 | 13F | 视差波动率顾问公司,有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 山顶控股公司 | 13,115 | -2.48 | 1,691 | -11.61 | ||||
2025-08-11 | 13F | 波洛克投资顾问有限公司 | 2,222 | -18.79 | 286 | -26.48 | ||||
2025-04-17 | NP | FLFGX - 全球配置基金零售类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 347,373 | -11.63 | 44,784 | -19.89 | ||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 普通股投资组合初始类别 | 59,266 | -5.26 | 7,641 | -14.12 | ||||
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 | 373 | -7.44 | 49 | -5.77 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 928,333 | -22.21 | 120 | -29.59 | ||||
2025-08-11 | 13F | 凯龙资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 14,415 | -1.33 | 2 | -50.00 | ||||
2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 659 | -10.34 | 87 | -9.47 | ||||
2025-07-21 | 13F | ZWJ投资顾问公司 | 2,907 | -0.17 | 375 | -9.66 | ||||
2025-08-12 | 13F | 迪恩投资有限公司 | 33,542 | -32.57 | 4,324 | -38.87 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 427,151 | -13.57 | 55,068 | -21.65 | ||||
2025-07-15 | 13F | 信诺投资公司/新 | 3,225 | -4.07 | 0 | |||||
2025-07-31 | 13F | 城邦银行 | 2,319 | -0.17 | 299 | -9.70 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 73,765 | -9.16 | 9,510 | -17.66 | ||||
2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 70 | -9.09 | 9 | -10.00 | ||||
2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 42,369 | -4.69 | 5,462 | -13.60 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 25,607 | -25.64 | 3,301 | -32.59 | ||||
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 | 53,161 | -7.21 | 6,854 | -15.89 | ||||
2025-05-13 | 13F | 蒙特利尔银行/can/ | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-05-13 | 13F | 蒙特利尔银行/can/ | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 南岸银行 | 3,235 | -9.28 | 417 | -17.75 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 205 | -30.03 | 26 | -36.59 | ||||
2025-08-13 | 13F | 布朗咨询公司 | 57,531 | -1.38 | 7,417 | -10.61 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 1,289,568 | -18.36 | 166,293 | -25.99 | ||||
2025-08-12 | 13F | 普罗维登斯财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 特扎资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 法院广场顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 78,773 | -9.10 | 10,155 | -17.60 | ||||
2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 834,785 | -12.53 | 110,008 | -11.31 | ||||
2025-07-21 | 13F | Ameriflex 集团公司 | 34 | -79.27 | 4 | -82.61 | ||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 17,925 | -7.98 | 2 | 0.00 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 21,398 | -0.29 | 2,820 | 1.08 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 195 | -11.76 | 25 | -19.35 | ||||
2025-08-13 | 13F | 史密斯摩尔公司 | 8,816 | -5.46 | 1,137 | -14.33 | ||||
2025-08-08 | 13F | 杰克逊维尔财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 92,846 | -0.99 | 11,970 | -10.26 | ||||
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 | 4,689 | -5.08 | 605 | -13.96 | ||||
2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 14,119 | -0.16 | 1,820 | -9.50 | ||||
2025-08-04 | 13F | 遗产投资者管理公司 | 2,536 | -1.17 | 0 | |||||
2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 6,117 | -4.90 | 789 | -13.79 | ||||
2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 157,868 | -0.49 | 20,804 | 0.89 | ||||
2025-07-14 | 13F | 怀特纳资本管理公司 | 10,338 | -3.97 | 1,333 | -12.94 | ||||
2025-08-13 | 13F | 波士顿家族办公室有限公司 | 5,075 | -17.39 | 1 | |||||
2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 7,804 | -5.92 | 1,006 | -14.67 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 3,900 | -5.80 | 503 | -14.63 | ||||
2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 18,777 | -24.15 | 2,421 | -31.25 | ||||
2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 43,225 | -79.42 | 6,214 | -79.16 | ||||
2025-07-30 | 13F | 受托家族办公室有限责任公司 | 3,628 | -7.57 | 468 | -16.31 | ||||
2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 193,500 | -20.27 | 24,946 | -27.73 | ||||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 6,570 | -82.41 | 847 | -84.05 | ||||
2025-07-30 | 13F | Wbh 咨询公司 | 6,702 | -4.12 | 864 | -13.18 | ||||
2025-08-19 | 13F/A | 皮特凯恩郡 | 2,808 | -12.00 | 362 | -20.09 | ||||
2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 5,390 | -0.39 | 695 | -9.75 | ||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 9,391 | -16.63 | 1,211 | -24.42 | ||||
2025-08-12 | 13F | MAI资本管理 | 70,224 | -1.43 | 9,053 | -10.65 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 18,007 | -0.83 | 2,322 | -10.11 | ||||
2025-07-30 | 13F | 费尔威财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 10,805 | -0.92 | 1 | 0.00 | ||||
2025-07-14 | 13F | 拉弗勒尔和戈弗雷有限责任公司 | 4,921 | -26.97 | 634 | -33.82 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 42,224 | -26.57 | 5,444 | -33.44 | ||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 8,196 | -1.09 | 1,166 | -1.10 | ||||
2025-08-07 | 13F | 第一来源银行 | 11,200 | -1.26 | 1,444 | -10.54 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 4,312 | -21.24 | 556 | -28.66 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -77 | -10 | |||||
2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 布鲁姆资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 40,040 | -14.86 | 5,162 | -22.83 | ||||
2025-07-09 | 13F | 西北及道德投资有限公司 | 7,330 | -79.83 | 948 | -78.53 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 342,966 | -49.88 | 44 | -54.64 | ||||
2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 1,709 | -9.10 | 220 | -17.60 | ||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 3,933 | -0.73 | 507 | -9.95 | ||||
2025-08-12 | 13F/A | 科扎德资产管理公司 | 1,637 | -5.76 | 211 | -14.57 | ||||
2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 2,132 | -21.50 | 275 | -29.02 | ||||
2025-08-13 | 13F | 精细财富管理公司 | 4,382 | -2.88 | 565 | -12.01 | ||||
2025-06-30 | NP | AIM 行业基金(INVESCO 行业基金)- Invesco Oppenheimer Value Fund C 类 | 132,388 | -1.16 | 17,446 | 0.22 | ||||
2025-08-04 | 13F | 尖峰财富管理 | 1,074 | -13.53 | 138 | -21.59 | ||||
2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 51 | -91.02 | 7 | -92.50 | ||||
2025-05-15 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 22,206 | -17.12 | 2,863 | -24.88 | ||||
2025-08-04 | 13F | 巴克财富策略有限责任公司 | 8,249 | -9.17 | 1,063 | -17.66 | ||||
2025-05-02 | 13F | 哈迪里德有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 伍德斯托克公司 | 12,313 | -2.69 | 1,587 | -11.78 | ||||
2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 3,794 | -9.30 | 489 | -17.68 | ||||
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 | 99,149 | -16.07 | 12,782 | -23.92 | ||||
2025-05-05 | 13F | 鹰湾顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 1,623 | -7.47 | 209 | -16.06 | ||||
2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 6,015 | -18.10 | 775 | -17.38 | ||||
2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 27,952 | -3.11 | 3,604 | -12.16 | ||||
2025-08-14 | 13F | 克劳福德投资顾问公司 | 11,037 | -0.62 | 1,423 | -9.94 | ||||
2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 11,071 | -10.07 | 1,592 | -8.98 | ||||
2025-08-11 | 13F | 洛布罗肯布罗公司 | 30,111 | -0.55 | 3,882 | -10.66 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 428,916 | -32.10 | 55,296 | -38.45 | ||||
2025-07-21 | 13F | ASR资产管理公司 | 38,722 | -2.38 | 4,992 | -11.52 | ||||
2025-04-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 6,911 | -4.93 | 981 | -3.06 | ||||
2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 5,511 | -6.04 | 710 | -14.87 | ||||
2025-07-17 | 13F | 芝加哥资本有限责任公司 | 4,990 | -2.25 | 643 | -11.43 | ||||
2025-08-14 | 13F | 量化资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | JNL 系列信托 - JNL/Morningstar SMID 护城河焦点指数基金 (I) | 6,462 | -10.20 | 833 | -18.57 | ||||
2025-05-14 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 帕森斯资本管理公司/ri | 5,325 | -3.53 | 686 | -12.61 | ||||
2025-08-08 | 13F | 贝拉德公司 | 6,020 | -6.32 | 776 | -15.01 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 128,359 | -4.03 | 16,550 | -13.01 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 129,093 | -1.69 | 16,643 | -10.89 | ||||
2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | 309 | -10.69 | 40 | -20.41 | ||||
2025-07-21 | 13F | 部门财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 10,279 | -0.65 | 1,325 | -9.93 | ||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 2,567 | -53.77 | 331 | -58.17 | ||||
2025-07-28 | 13F | 港口投资公司 | 14,959 | -3.43 | 1,928 | -12.48 | ||||
2025-06-26 | NP | FDLO - 富达低波动因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,999 | -7.90 | 3,690 | -6.63 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 60,361 | -4.67 | 7,862 | -13.45 | ||||
2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 43,260 | -73.72 | 5,693 | -75.82 | ||||
2025-07-11 | 13F | 托马斯维尔国家银行 | 3,604 | -16.17 | 465 | -24.06 | ||||
2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 31,362 | -14.40 | 4,043 | -22.40 | ||||
2025-08-05 | 13F | iA全球资产管理公司 | 6,926 | -73.23 | 1 | -100.00 | ||||
2025-08-14 | 13F | 泛美金融顾问公司 | 7,905 | -3.68 | 1,019 | 101,700.00 | ||||
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 | 19,744 | -3.60 | 2,545 | -12.60 | ||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 6,687 | -4.32 | 870 | -12.39 | ||||
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 | 11,320 | -2.11 | 1,459 | -11.25 | ||||
2025-08-15 | NP | PY - 主要股东收益率指数 ETF | 11,989 | -28.22 | 1,546 | -34.95 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 17,528 | -23.51 | 2,286 | -30.43 | ||||
2025-07-23 | 13F | 安全退休顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 卡雷特资产管理有限公司 | 10,956 | -2.27 | 1,412 | -11.42 | ||||
2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 3,928,091 | -2.64 | 506,409 | -11.74 | ||||
2025-08-14 | 13F | DoubleLine ETF 顾问 LP | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 阿塔拉金融公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 12,725 | -1.33 | 1,641 | -10.58 | ||||
2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 3,893 | -0.15 | 502 | -9.57 | ||||
2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 817 | -0.85 | 117 | 0.00 | ||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 25,231 | -17.51 | 3,253 | -25.22 | ||||
2025-08-06 | 13F | 荷兰集团 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | MFVAX - 万通互惠理财精选股票机会基金 A 类 | 30,000 | -17.36 | 3,868 | -25.09 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 13,800 | -30.53 | 1,779 | -37.03 | ||||
2025-06-27 | NP | FDIV - MarketDesk 重点关注美国股息 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | 南州公司 | 385 | -31.74 | 50 | -38.75 | ||||
2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 2,823 | -0.88 | 364 | -10.15 | ||||
2025-08-14 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 简街集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 146,221 | -48.55 | 18,851 | -53.37 | ||||
2025-08-08 | 13F | 汤普森戴维斯公司 | 13,715 | -4.43 | 1,768 | -8.82 | ||||
2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 2,218 | -7.24 | 292 | -5.81 | ||||
2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | TrimTabs 资产管理有限责任公司 | 24,130 | -49.13 | 3,111 | -53.90 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 49,974 | -43.97 | 6,443 | -49.22 | ||||
2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 1,170 | -42.79 | 168 | -42.07 | ||||
2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 1,793,588 | -0.13 | 236,359 | 1.26 | ||||
2025-05-12 | 13F | 朗费罗投资管理有限公司 | 0 | -100.00 | 0 | |||||
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 | 839 | -3.78 | 121 | -2.44 | ||||
2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | |||||
2025-04-30 | 13F | 吉纳斯资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 41,746 | -63.85 | 5,382 | -67.23 | ||||
2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 14,690 | -7.05 | 1,894 | -15.75 | ||||
2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 472 | -2.88 | 68 | -2.90 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 3,676 | -80.02 | 474 | -81.91 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 28,874 | -0.83 | 3,724 | -10.07 | ||||
2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 10,891 | -2.45 | 1,404 | -11.53 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 11,804 | -8.64 | 1,522 | -17.69 | ||||
2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,202 | -13.75 | 1,035 | -12.66 | ||||
2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 纪律核心基金 3 级 | 37,432 | -4.26 | 4,826 | -13.22 | ||||
2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 1,259,246 | -10.08 | 165,943 | -8.83 | ||||
2025-05-09 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Godshalk威尔士资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 62,900 | -76.85 | 8,109 | -79.01 | ||||
2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 1,886 | -0.53 | 243 | -9.67 | ||||
2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 532 | -32.83 | 70 | -31.37 | ||||
2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 11,242 | -2.95 | 1,449 | -12.02 | ||||
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 | 3,215 | -2.07 | 462 | -0.86 | ||||
2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 3,367 | -9.32 | 434 | -17.80 | ||||
2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 85,277 | -6.51 | 11,238 | -5.21 | ||||
2025-07-21 | 13F | 111资本 | 1,914 | -76.02 | 247 | -78.33 | ||||
2025-08-26 | NP | TQGEX - T. Rowe Price QM 全球股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,231 | -0.43 | 417 | -9.76 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 3,049 | -3.63 | 393 | -12.47 | ||||
2025-05-14 | 13F | 南方平原金融公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 1,381,035 | -11.21 | 178,043 | -19.51 | ||||
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 | 289,912 | -2.11 | 37,375 | -11.26 | ||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 23,428 | -3.03 | 3,020 | -12.11 | ||||
2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 55,924 | -3.06 | 7,370 | -1.71 | ||||
2025-08-13 | 13F | 纽约州共同退休基金 | 348,784 | -1.77 | 45 | -12.00 | ||||
2025-05-29 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 2,243 | -2.14 | 319 | 6.00 | ||||
2025-08-08 | 13F | 明智顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | Brighthouse Funds Trust II - MFS 价值投资组合 A 类 | 130,463 | -3.17 | 16,819 | -12.23 | ||||
2025-08-15 | 13F/A | 乐天证券公司 | 20 | -28.57 | 3 | -33.33 | ||||
2025-07-30 | 13F | 达戴维森公司 | 84,378 | -0.01 | 10,878 | -9.36 | ||||
2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 28,519 | -8.31 | 3,758 | -7.03 | ||||
2025-07-11 | 13F/A | Livforsakringsbolaget Skandia, Omsesidigt | 2,578 | -79.98 | 335 | -81.83 | ||||
2025-08-28 | NP | TPHE - Timothy Plan 高股息股票增强型 ETF | 2,243 | -58.79 | 289 | -62.66 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 71,201 | -75.02 | 9,179 | -77.35 | ||||
2025-03-25 | NP | QDVAX - 优质股息基金A类 | 10,342 | -13.69 | 1,344 | -16.37 | ||||
2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-14 | 13F | 格里菲斯与沃纳公司 | 1,853 | -1.54 | 264 | 6.91 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 26,110 | -71.21 | 3,366 | -73.90 | ||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 211 | -89.50 | 27 | -90.53 | ||||
2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 3,085 | -0.64 | 443 | 0.68 | ||||
2025-07-07 | 13F | 信托公司 | 3,382 | -2.31 | 436 | -11.38 | ||||
2025-05-07 | 13F | 布莱斯角资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | 利润投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 15,283 | -1.04 | 1,970 | -10.29 | ||||
2025-08-26 | NP | IGHSX - Voya 全球股票投资组合 S 级 | 22,827 | -3.23 | 2,943 | -12.28 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 402,040 | -6.19 | 51,831 | -14.97 | ||||
2025-08-11 | 13F | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | 养老金保障基金委员会 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-08 | 13F | 梅纳德金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | 衡量风险投资组合有限公司 | 14,992 | -0.29 | 1,933 | -9.64 | ||||
2025-07-25 | 13F | 西北资本管理公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 13,919 | -62.97 | 1,980 | -59.83 | ||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 1,238 | -16.86 | 160 | -24.64 | ||||
2025-03-27 | NP | PEXL - Pacer 美国出口领袖 ETF | 4,401 | -2.85 | 572 | -6.55 | ||||
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 | 3,346 | -31.55 | 441 | -30.71 | ||||
2025-04-02 | 13F | 马库姆财富有限责任公司 | 2,016 | -1.66 | 287 | 6.72 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 229,473 | -17.34 | 29,584 | -25.07 | ||||
2025-05-15 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 完整投资管理公司 | 9,300 | -39.22 | 1,199 | -44.92 | ||||
2025-06-26 | NP | MFWTX - MFS 全球总回报基金 A | 51,795 | -3.93 | 6,826 | -2.58 | ||||
2025-06-20 | NP | ABFL - TrimTabs 全美自由现金流 ETF | 47,552 | -2.39 | 6,266 | -1.03 | ||||
2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 42,848 | -0.31 | 6 | -16.67 | ||||
2025-08-07 | 13F | 唐纳森资本管理有限公司 | 1,936 | -22.37 | 250 | -29.66 | ||||
2025-08-06 | 13F | 西蒙斯银行 | 26,265 | -5.65 | 3,386 | -14.47 | ||||
2025-04-17 | 13F | 蒙特西托银行与信托 | 2,700 | -2.60 | 384 | 5.51 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 16,493 | -20.94 | 2,126 | -28.32 | ||||
2025-07-28 | 13F | 彭定康公司/TN | 11,099 | -4.40 | 1,431 | -13.39 | ||||
2025-06-26 | NP | SJCAX - Steward 大盘核心基金 A 类 | 11,000 | -15.38 | 1,450 | -14.21 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 18,432 | -4.02 | 2,376 | -13.00 | ||||
2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 207 | -97.06 | 27 | -97.40 | ||||
2025-05-23 | NP | BRAGX - 激进投资者 1 基金 N 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-03 | 13F | 三一财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 科技银行/pa | 12,748 | -10.52 | 1,643 | -18.90 | ||||
2025-05-28 | NP | Acap战略基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-29 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 维奥利奇资本管理公司 | 18,042 | -9.30 | 2,326 | 116,150.00 | ||||
2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 9,444 | -2.30 | 1,218 | -11.43 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc(d/b/a Bay Colony Advisors) | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 卡根科科扎资产管理公司 | 5,707 | -1.62 | 736 | -10.91 | ||||
2025-06-27 | NP | BMVP - 景顺动态市场 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 | 14,439 | -0.14 | 1,903 | 1.22 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Call | 1,100 | -94.21 | 142 | -94.78 | |||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Put | 500 | -93.98 | 64 | -94.58 | |||
2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 韦斯特家族投资公司 | 2,189 | -6.85 | 282 | -15.57 | ||||
2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 82,356 | -2.73 | 10,853 | -1.38 | ||||
2025-05-06 | 13F | 瑞士宝盛银行,苏黎世 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 7,966 | -0.80 | 1,041 | -5.80 | ||||
2025-05-14 | 13F | 高级投资组合管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | XLP - 必需消费品精选行业 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 | 3,309,890 | -1.70 | 426,711 | -10.89 | ||||
2025-06-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,796 | -6.17 | 1,818 | -8.41 | ||||
2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 8,400 | -3.45 | 1,083 | -12.53 | ||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 612 | -11.30 | 79 | -20.41 | ||||
2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 29,698 | -8.02 | 3,829 | -16.62 | ||||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 37,461 | -4.53 | 4,830 | -13.46 | ||||
2025-07-30 | 13F | 施尼德资本管理有限公司 | 9,886 | -21.06 | 1,275 | -28.47 | ||||
2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 752 | -8.18 | 108 | -6.90 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 7,451 | -2.80 | 961 | -11.93 | ||||
2025-07-15 | 13F | 财务管理专业人士公司 | 3,078 | -6.36 | 401 | -14.35 | ||||
2025-08-06 | 13F | 贸易风有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | 瑞穗证券美国有限公司 | 26,558 | -15.97 | 3,777 | -8.79 | ||||
2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 833 | -21.49 | 110 | -20.44 | ||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 11,828 | -3.37 | 1,525 | -12.41 | ||||
2025-07-29 | NP | GINX - SGI 增强型全球收入 ETF | 1,739 | -1.47 | 250 | -0.40 | ||||
2025-06-26 | NP | FSUVX - 富达 SAI 美国低波动指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 383,929 | -14.71 | 50,594 | -13.53 | ||||
2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 9,234 | -1.05 | 1,190 | -10.32 | ||||
2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 25,594 | -1.60 | 3,300 | -10.81 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 349 | -31.57 | 45 | -38.89 | ||||
2025-08-13 | 13F | Trustmark 国家银行信托部 | 20,824 | -12.76 | 2,685 | -20.92 | ||||
2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 6,490 | -48.99 | 933 | -48.34 | ||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 15,157 | -97.48 | 1,954 | -97.72 | ||||
2025-08-28 | NP | SEIQ - SEI 增强型美国大盘质量因子 ETF | 18,962 | -57.91 | 2,445 | -61.85 | ||||
2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 新英格兰退休计划公司 | 5,557 | -1.16 | 716 | -10.39 | ||||
2025-07-22 | 13F | 综合财务顾问机构有限公司 | 5,625 | -1.56 | 725 | -10.71 | ||||
2025-07-22 | 13F | Apexium 金融有限公司 | 9,879 | -19.90 | 1,287 | -27.25 | ||||
2025-08-14 | 13F | Mbb 公共市场 I Llc | 1,842 | -18.57 | 237 | -26.17 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 76,000 | -6.29 | 9,720 | -14.83 | |||
2025-08-14 | 13F | 第一集团贸易有限公司 | 3,906 | -6.91 | 504 | -15.60 | ||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 139 | -50.18 | 18 | -52.78 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 48,102 | -0.59 | 6,201 | -9.88 | ||||
2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 托克维尔资产管理公司 | 32,154 | -44.81 | 4,145 | -49.97 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 6,328 | -4.61 | 816 | -13.57 | ||||
2025-07-31 | 13F | 180 财富顾问有限公司 | 4,042 | -0.37 | 521 | -9.71 | ||||
2025-05-21 | NP | CAPE - DoubleLine Shiller CAPE 美国股票 ETF | 15,045 | -19.82 | 2,140 | -12.98 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 185,504 | -39.37 | 23,915 | -45.04 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks 财富管理有限责任公司 | 5,706 | -3.19 | 715 | -13.24 | ||||
2025-08-12 | 13F | 认可财富管理有限责任公司 | 32 | -78.67 | 4 | -80.95 | ||||
2025-07-15 | 13F | 聚焦财富管理公司 | 3,975 | -14.53 | 512 | -22.54 | ||||
2025-07-01 | 13F | 卡伦投资集团有限公司 | 4,534 | -0.37 | 584 | -9.74 | ||||
2025-04-25 | 13F | 钢铁金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 恩瓦姆有限公司 | 6,080 | -4.79 | 762 | -16.19 | ||||
2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 852 | -6.99 | 110 | -16.15 | ||||
2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 27,945 | -1.60 | 3,603 | -10.82 | ||||
2025-07-25 | NP | MEIAX - MFS价值基金A | 2,921,977 | -2.76 | 420,063 | -1.56 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 6,466 | -5.65 | 834 | -14.48 | ||||
2025-07-21 | 13F | 纽敦第一国民银行及信托公司 | 20,506 | -0.44 | 2,644 | -9.76 | ||||
2025-08-04 | 13F | 密钥银行国家协会/哦 | 132,880 | -0.62 | 17,131 | -9.91 | ||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 9,766 | -29.63 | 1,259 | -36.19 | ||||
2025-08-14 | 13F | 第一曼哈顿公司 | 18,838 | -11.44 | 2,451 | -19.64 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 11,584 | -11.00 | 1,493 | -19.30 | ||||
2025-07-17 | 13F | 长滩农商信托公司 | 3,341 | -9.06 | 431 | -17.62 | ||||
2025-07-24 | 13F | 东方银行 | 10,181 | -6.48 | 1,313 | -15.25 | ||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 301,500 | -18.45 | 38,869 | -26.07 | ||||
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 | 81,052 | -1.75 | 10,681 | -0.37 | ||||
2025-07-23 | NP | THPGX - 汤普森大型股基金 | 10,393 | -24.65 | 1,494 | -23.70 | ||||
2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 3,294 | -24.19 | 0 | |||||
2025-07-15 | 13F | 做得好,有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 林奇建筑事务所/ | 15,400 | -1.03 | 1,985 | -10.26 | ||||
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 | 17,072 | -0.43 | 2,201 | -9.76 | ||||
2025-03-27 | NP | AGCX - Allspring Global 多空股票基金 C 类 | 8,762 | -18.42 | 1,139 | -21.52 | ||||
2025-08-05 | 13F | 机械资本公司 | 3,446 | -76.26 | 444 | -78.49 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 科瓦克顾问公司 | 1,726 | -2.04 | 223 | -11.20 | ||||
2025-08-13 | 13F | 河流财富顾问有限责任公司 | 4,818 | -0.19 | 621 | -9.48 | ||||
2025-06-26 | NP | TLARX - Transamerica 大核心 R | 10,066 | -2.01 | 1,326 | -0.67 | ||||
2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 778 | -3.83 | 103 | -2.86 | ||||
2025-08-11 | 13F | Martingale 资产管理公司 | 188,992 | -1.05 | 24,365 | -10.31 | ||||
2025-08-12 | 13F | Windward资本管理公司/ca | 22,956 | -2.14 | 2,959 | -11.30 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 20,679 | -0.06 | 2,666 | -9.42 | ||||
2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 6,390 | -2.29 | 824 | -11.51 | ||||
2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 327 | -33.13 | 42 | -39.13 | ||||
2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 15,083 | -0.72 | 1,945 | -10.00 | ||||
2025-08-19 | 13F | 怀俄明州 | 2,166 | -24.77 | 279 | -31.78 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 2,648 | -4.78 | 341 | -13.67 | ||||
2025-03-27 | NP | 富国银行全球股息机会基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 1,193 | -0.50 | 154 | -10.00 | ||||
2025-07-16 | 13F/A | CX 机构 | 6,341 | -2.39 | 1 | |||||
2025-04-15 | 13F | 中央谷顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 22,326 | -2.51 | 2,878 | -11.61 | ||||
2025-05-09 | 13F | 桑坦德银行, SA | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 3,318 | -16.90 | 428 | -24.69 | ||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 12,138 | -61.24 | 1,581 | -64.76 | ||||
2025-09-04 | 13F | 七桥金融集团有限责任公司 | 7,448 | -21.80 | 995 | -23.52 | ||||
2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 425 | -49.70 | 56 | -45.10 | ||||
2025-07-29 | 13F | 科辛斯基资产管理公司 | 13,121 | -4.88 | 1,695 | -13.61 | ||||
2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 1,325 | -2.07 | 171 | -11.46 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 2,282 | -0.04 | 294 | -9.26 | ||||
2025-07-17 | 13F | 索诺拉投资管理集团有限责任公司 | 64,203 | -0.05 | 8,277 | -9.39 | ||||
2025-08-08 | 13F | 三菱日联信托银行 | 227,239 | -7.01 | 29,296 | -15.71 | ||||
2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,652 | -5.34 | 6,132 | -4.17 | ||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 759 | -5.60 | 98 | -14.91 | ||||
2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 3,386 | -3.83 | 487 | -2.80 | ||||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 555 | -65.97 | 72 | -69.26 | ||||
2025-08-28 | NP | DEMZ - DEMZ 政治捐款 ETF | 1,622 | -59.76 | 209 | -63.53 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 1,843 | -3.10 | 238 | -12.22 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 2,155 | -9.64 | 278 | -18.29 | ||||
2025-08-07 | 13F | 美国合作伙伴有限责任公司 | 14,190 | -8.55 | 1,829 | -17.09 | ||||
2025-05-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 22,035 | -3.02 | 2,841 | -12.10 | ||||
2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 468 | -12.20 | 60 | -20.00 | ||||
2025-08-04 | 13F | 现场和主要银行 | 3,335 | -1.91 | 430 | -11.18 | ||||
2025-07-25 | 13F | 赛普拉斯资本集团 | 3,306 | -35.45 | 426 | -41.48 | ||||
2025-07-28 | NP | SPHD - Invesco S&P 500 高股息低波动性 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 | 411,786 | -1.23 | 59,198 | -0.02 | ||||
2025-05-06 | 13F | 韦克菲尔德资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 附件咨询服务有限责任公司 | 3,062 | -9.41 | 395 | -17.92 | ||||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 24 | -7.69 | 3 | 0.00 | ||||
2025-08-07 | 13F | 金路德资本管理公司 | 802,125 | -2.15 | 103,410 | -11.30 | ||||
2025-08-06 | 13F | 顾问投资有限责任公司 | 17,726 | -0.03 | 2,285 | -9.36 | ||||
2025-05-23 | NP | 俄亥俄国家基金公司 - ON 联合战略价值股息投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-13 | 13F | 卡姆登国家银行 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | SFY - SoFi Select 500 ETF | 1,993 | -7.47 | 287 | -6.23 | ||||
2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,193 | -8.90 | 1,322 | -7.82 | ||||
2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 6,349 | -0.28 | 827 | -9.53 | ||||
2025-07-24 | 13F | 鲍德温兄弟公司/马 | 5,282 | -2.71 | 681 | -11.92 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 17,759 | -17.49 | 2,289 | -25.20 | ||||
2025-07-29 | NP | Voya 全球股票股息及溢价机会基金 | 22,265 | -5.15 | 3,201 | -3.99 | ||||
2025-08-08 | 13F | 十字马克全球控股公司 | 41,645 | -2.09 | 5,371 | -11.22 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 1,315,976 | -4.94 | 169,656 | -13.83 | ||||
2025-05-01 | 13F | 谢克特投资顾问有限公司 | 1,608 | -11.75 | 229 | -4.20 | ||||
2025-07-31 | 13F | 卫报财富顾问有限责任公司 | 2,171 | -8.32 | 280 | -16.96 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 43,293 | -1.56 | 5,581 | -10.76 | ||||
2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 9,642 | -4.29 | 1,271 | -2.98 | ||||
2025-07-21 | 13F | 格林伍德资本联合有限公司 | 11,378 | -0.52 | 1,467 | -9.84 | ||||
2025-05-30 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 3,068 | -50.60 | 436 | -46.37 | ||||
2025-07-10 | 13F | 天空投资集团有限责任公司 | 39,938 | -1.16 | 5,149 | -10.41 | ||||
2025-08-15 | 13F | 战略投资顾问/MI | 3,310 | -14.87 | 422 | -23.73 | ||||
2025-08-13 | 13F | 北方信托公司 | 3,880,242 | -1.53 | 500,241 | -10.74 | ||||
2025-08-11 | 13F | 核心财富合作伙伴有限责任公司 | 4,228 | -7.85 | 545 | -16.41 | ||||
2025-07-29 | 13F | 多拉山第一国民银行信托投资服务 | 3,255 | -9.28 | 420 | -17.84 | ||||
2025-08-14 | 13F | 马歇尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 250 | -18.03 | 32 | -30.43 | ||||
2025-08-13 | 13F | 德纳投资顾问公司 | 122,572 | -1.05 | 15,802 | -10.30 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 1,249,926 | -9.29 | 161,140 | -17.78 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 165,584 | -14.36 | 21,347 | -22.37 | ||||
2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 4,377 | -27.03 | 564 | -33.88 | ||||
2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 14,859 | -1.03 | 1,916 | -10.30 | ||||
2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 21,419 | -0.55 | 2,761 | -9.86 | ||||
2025-08-13 | 13F | 百达资产管理控股公司 | 508,490 | -2.37 | 65,555 | -11.50 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 15,855 | -3.10 | 2,044 | -12.16 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/s&p 4 基金 (a) | 377,486 | -4.14 | 48,665 | -13.10 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 2,322,775 | -5.63 | 299,453 | -14.46 | ||||
2025-07-22 | 13F | 伯杰金融集团公司 | 2,199 | -2.74 | 283 | -11.84 | ||||
2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 44,498 | -0.56 | 5,737 | -9.87 | ||||
2025-05-14 | 13F | 魁北克储蓄银行 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | TLSTX - 股票指数基金 | 4,781 | -3.47 | 616 | -12.50 | ||||
2025-07-15 | 13F | 里奇克莱斯特财富合作伙伴有限公司 | 3,269 | -0.37 | 421 | -9.66 | ||||
2025-08-06 | 13F | 韦德布什证券公司 | 5,620 | -30.69 | 1 | -100.00 | ||||
2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 17,889 | -2.59 | 2,328 | -11.62 | ||||
2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 4,227 | -98.43 | 545 | -98.58 | ||||
2025-07-29 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 46,653 | -22.55 | 6,707 | -21.60 | ||||
2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,959 | -12.06 | 639 | -20.22 | ||||
2025-07-16 | NP | CGMM - 资本集团美国中小型股ETF份额类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 2,406 | -7.21 | 306 | -17.07 | ||||
2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 1,093 | -5.53 | 141 | -14.63 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 649,831 | -10.92 | 83,776 | -19.25 | ||||
2025-07-28 | 13F | 布里奇斯投资管理公司 | 4,149 | -7.82 | 535 | -16.56 | ||||
2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 2,404 | -11.52 | 310 | -19.95 | ||||
2025-08-13 | 13F | 尼科莱特银行股份公司 | 2,841 | -0.53 | 366 | -9.85 | ||||
2025-08-01 | 13F | 华侨银行 | 285,332 | -2.00 | 36,785 | -11.05 | ||||
2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 4,078 | -3.39 | 526 | -12.50 | ||||
2025-08-12 | 13F | 金融倡导者投资管理 | 2,007 | -15.35 | 259 | -23.44 | ||||
2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 6,606 | -4.43 | 950 | -3.26 | ||||
2025-07-23 | NP | DQIAX - 纽约梅隆银行 A 类股票收益基金 | 71,628 | -0.72 | 10,297 | 0.50 | ||||
2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 136,909 | -12.08 | 17,650 | -20.31 | ||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 24,902 | -1.39 | 3,242 | -10.59 | ||||
2025-04-21 | 13F | 卡塔利娜资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 港口投资管理有限公司 | 16,861 | -1.14 | 2,195 | -10.30 | ||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 15,803 | -3.32 | 2,037 | -12.35 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 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 | 4,839 | -1.12 | 624 | -10.49 | ||||
2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 10,329 | -8.99 | 1,332 | -17.53 | ||||
2025-08-07 | 13F | 特雷诺资本管理公司 | 1,828 | -24.68 | 241 | -30.43 | ||||
2025-08-11 | 13F | 中西部专业规划师有限公司 | 2,479 | -1.86 | 320 | -11.14 | ||||
2025-08-12 | 13F | 创始者有限公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | LGT基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 2,186 | -4.79 | 282 | -13.80 | ||||
2025-08-22 | NP | MAGA - Point Bridge GOP 股票追踪 ETF | 1,571 | -9.09 | 203 | -17.55 | ||||
2025-07-23 | 13F | 查特信托公司 | 8,077 | -8.30 | 1,041 | -16.85 | ||||
2025-07-28 | 13F | 布林莫尔信托公司 | 36,011 | -3.41 | 4,643 | -12.45 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -70 | -9 | |||||
2025-08-12 | 13F | 景观资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 7,956 | -2.90 | 1,026 | -12.02 | ||||
2025-05-07 | 13F | one8zero8有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 53,265 | -43.06 | 7,019 | -42.26 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 15,179 | -0.21 | 1,957 | -9.57 | ||||
2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 8,606 | -2.51 | 1,109 | -11.63 | ||||
2025-08-28 | NP | HSGFX - 赫斯曼战略增长基金 | 10,000 | -16.67 | 1,289 | -24.44 | ||||
2025-08-28 | NP | TWEIX - 股票收益基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 402,272 | -19.04 | 51,861 | -26.61 | ||||
2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 6,426 | -0.70 | 828 | -10.00 | ||||
2025-07-18 | 13F | TruNorth 资本管理有限公司 | 195 | -82.97 | 25 | -84.57 | ||||
2025-07-15 | 13F | GSB 财富管理有限责任公司 | 9,779 | -1.33 | 1,261 | -10.57 | ||||
2025-08-07 | 13F | W 顾问有限公司 | 3,260 | -2.86 | 420 | -11.95 | ||||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 纯种金融服务有限公司 | 3,152 | -49.07 | 0 | |||||
2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -1,161 | -0.26 | -153 | 0.66 | |||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 1,581 | -4.12 | 204 | -13.25 | ||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 2,797 | -6.42 | 361 | -15.29 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 22,493 | -27.32 | 2,900 | -34.13 | ||||
2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 1,609,332 | -27.86 | 207,475 | -34.61 | ||||
2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 35,000 | -25.53 | 5 | -33.33 | ||||
2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | 资本顾问公司/ok | 1,717 | -14.96 | 221 | -23.00 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 6,299 | -3.20 | 812 | -12.22 | ||||
2025-05-14 | 13F | 安盟资产管理公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 北极星资产管理公司 | 109,439 | -1.55 | 14,109 | -10.76 | ||||
2025-05-15 | 13F | 米拉贝拉金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | NOIEX - 北方收入股票基金 | 8,446 | -17.98 | 1,089 | -25.68 | ||||
2025-07-29 | NP | 古根海姆战略机会基金 | 114 | -12.98 | 16 | -11.11 | ||||
2025-08-12 | 13F | 熵技术有限公司 | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | 斯洛克姆戈登律师事务所 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 787 | -0.63 | 101 | -9.82 | ||||
2025-07-29 | 13F | 第一银行公司 /ME/ | 1,738 | -5.13 | 224 | -13.85 | ||||
2025-08-13 | 13F | 地峡合伙人有限公司 | 1,585 | -84.29 | 204 | -85.78 | ||||
2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,216 | -5.26 | 292 | -3.63 | ||||
2025-06-26 | NP | FVAL - 富达价值因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,346 | -1.02 | 3,999 | 0.35 | ||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 纳维利尔联合公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 赋能咨询集团有限责任公司 | 3,936 | -3.98 | 507 | -12.89 | ||||
2025-08-12 | 13F | 韦弗·C·巴克斯代尔联合公司 | 13,340 | -0.58 | 1,720 | -9.86 | ||||
2025-08-19 | 13F | 财富集团有限公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 4,678 | -1.35 | 673 | -0.15 | ||||
2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 7,765 | -1.02 | 1,001 | -10.22 | ||||
2025-08-28 | NP | SDY - SPDR(R) S&P(R) 股息 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,097,024 | -11.06 | 270,348 | -19.38 | ||||
2025-07-17 | 13F | 史密斯·萨利事务所 | 2,600 | -0.15 | 335 | -9.46 | ||||
2025-08-14 | 13F | Ssi投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | 优点投资组合管理 | 30,500 | -2.38 | 3,932 | -11.50 | ||||
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 | 261 | -4.40 | 34 | -13.16 | ||||
2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 2,797 | -52.67 | 402 | -52.09 | ||||
2025-07-14 | 13F | 农商投资公司 | 42,386 | -6.71 | 5,464 | -15.43 | ||||
2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 32,101 | -0.86 | 4,138 | -10.14 | ||||
2025-05-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 9,775 | -37.47 | 1,390 | -32.13 | ||||
2025-04-25 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 495 | -28.78 | 70 | -27.08 | ||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 83,262 | -38.64 | 10,734 | -44.38 | ||||
2025-08-19 | 13F | 国家资产管理公司 | 5,184 | -45.60 | 668 | -46.98 | ||||
2025-07-17 | 13F | 斯特林投资顾问有限公司 | 1,621 | -0.31 | 209 | -9.96 | ||||
2025-07-21 | 13F | 协同财务管理有限责任公司 | 19,130 | -50.07 | 2,466 | -54.74 | ||||
2025-07-28 | 13F | 白羊座财富管理 | 2,732 | -10.78 | 352 | -19.08 | ||||
2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 25,572 | -3.99 | 3,676 | -2.80 | ||||
2025-05-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-14 | 13F/A | 综合投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-19 | NP | RIFAX - 美国战略股票基金 | 3,356 | -57.84 | 433 | -61.84 | ||||
2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 2,916 | -6.60 | 376 | -15.54 | ||||
2025-08-12 | 13F | 磁星金融有限责任公司 | 17,812 | -32.17 | 2,296 | -38.51 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 27,261 | -3.10 | 3,514 | -12.15 | ||||
2025-07-24 | 13F | 蒙吉斯资本管理公司 | 18,730 | -26.85 | 2,415 | -33.70 | ||||
2025-05-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 一号资产管理有限公司 | 210,663 | -0.18 | 27,159 | -9.52 | ||||
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 | 9,848 | -28.01 | 1,298 | -27.01 | ||||
2025-07-15 | 13F | 西格内特财务管理有限公司 | 14,094 | -0.17 | 1,817 | -9.47 | ||||
2025-07-25 | 13F | 倡导集团有限责任公司 | 52,855 | -1.83 | 6,814 | -11.01 | ||||
2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 1,754 | -5.95 | 231 | -13.21 | ||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 1,231 | -2.53 | 159 | -11.73 | ||||
2025-08-13 | 13F | 福拉资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 双创资本管理公司 | 9,874 | -0.24 | 1,273 | -9.59 | ||||
2025-06-27 | NP | RSPS - Invesco S&P 500 等权重消费必需品 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49,716 | -11.76 | 6,552 | -10.53 | ||||
2025-04-28 | 13F | 战略金融概念有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | 13F | 银湖财富管理有限公司 | 17,859 | -0.36 | 2,302 | -9.69 | ||||
2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 199 | -28.42 | 26 | -35.90 | ||||
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 | 1,035 | -31.55 | 136 | -30.61 | ||||
2025-07-28 | 13F | 大象马克B | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 6,160 | -8.09 | 794 | -16.68 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 40,742 | -3.21 | 5,252 | -12.26 | ||||
2025-07-09 | 13F | 智慧资本有限公司 | 7,539 | -1.81 | 981 | -10.90 | ||||
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 | 114 | -76.20 | 16 | -75.76 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 42,700 | -1.84 | 5,505 | -11.02 | |||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德股息价值管理波动基金标准级 | 50,877 | -5.27 | 6,559 | -14.13 | ||||
2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 10,742 | -1.34 | 1,385 | -10.59 | ||||
2025-08-04 | 13F | Kerusso资本管理有限公司 | 9,918 | -53.05 | 1,279 | -57.46 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 14,344 | -2.14 | 1,849 | -11.28 | ||||
2025-07-15 | 13F | 北极星投资管理公司 | 20,396 | -9.52 | 2,629 | -17.97 | ||||
2025-08-14 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | SHRY - 大型美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,538 | -15.88 | 456 | -23.75 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪大型公司价值基金标准 II 类 | 7,287 | -20.73 | 939 | -28.16 | ||||
2025-08-22 | NP | 三洲公司 | 9,282 | -4.17 | 1,197 | -13.14 | ||||
2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 4,849 | -2.18 | 1 | |||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 80 | -30.43 | 10 | -37.50 | ||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 38,065 | -1.37 | 4,909 | -10.57 | ||||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 3,030 | -18.72 | 391 | -26.42 | ||||
2025-05-15 | 13F | DRW 证券有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 9,637 | -4.43 | 1,255 | -13.28 | ||||
2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 4,853 | -3.58 | 626 | -12.59 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 90,001 | -2.25 | 11,603 | -11.39 | ||||
2025-05-15 | 13F | DRW 证券有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 143,463 | -25.51 | 18,495 | -32.48 | ||||
2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 3,744 | -7.42 | 0 | |||||
2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 斯科公司 | 17,606 | -5.50 | 2 | 0.00 | ||||
2025-08-14 | 13F | 多伦多道明银行 | 151,541 | -14.88 | 19,540 | -22.83 | ||||
2025-08-12 | 13F | Axq资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Klp资本管理公司 | 162,668 | -28.64 | 21,164 | -35.21 | ||||
2025-07-31 | 13F | 时刻合作伙伴有限责任公司 | 4,750 | -5.00 | 612 | -13.92 | ||||
2025-08-08 | 13F | M&G 有限公司 | 8,911 | -38.30 | 1,150 | -43.95 | ||||
2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 203 | -8.14 | 26 | -16.13 | ||||
2025-05-30 | NP | RAYD - 瑞联量化发达市场股票ETF | 3,043 | -24.68 | 433 | -18.34 | ||||
2025-05-16 | 13F/A | 亚特兰大咨询集团顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 9,963 | -26.98 | 1,313 | -26.00 | ||||
2025-07-30 | 13F | Eqis资本管理公司 | 1,727 | -18.23 | 223 | -26.00 | ||||
2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 128 | -78.34 | 17 | -80.95 | ||||
2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 1,288 | -3.01 | 166 | -11.70 | ||||
2025-08-04 | 13F | BLB&B 顾问有限公司 | 3,688 | -3.53 | 475 | -12.52 | ||||
2025-05-15 | 13F | 全新世顾问有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 21,819 | -4.28 | 2,813 | -13.21 | ||||
2025-08-12 | 13F | 磁石财富管理有限责任公司 | 2,010 | -9.78 | 259 | -18.04 | ||||
2025-05-05 | 13F | 米格达勒保险金融控股有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 弗里施金融集团公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 15,475 | -0.08 | 1,995 | -9.40 | ||||
2025-08-13 | 13F | 宽博科技有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 2,600 | -94.02 | 335 | -94.58 | ||||
2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 3,618 | -0.96 | 463 | -10.12 | ||||
2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 5,368 | -13.67 | 692 | -21.72 | ||||
2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 9,547 | -7.73 | 1,372 | -6.60 | ||||
2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 155 | -1.27 | 20 | -13.64 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 16,255 | -9.78 | 2,096 | -18.23 | ||||
2025-08-01 | 13F | 枪证券公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 26,900 | -8.81 | 3,468 | -17.35 | |||
2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,205 | -35.77 | 155 | -41.73 | ||||
2025-08-28 | NP | TWVLX - 价值基金投资者类别 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 | 157,567 | -2.52 | 20,314 | -11.64 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 46,400 | -19.02 | 5,982 | -26.60 | |||
2025-08-14 | 13F | 千禧管理有限公司 | 371,614 | -36.61 | 47,908 | -42.54 | ||||
2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 1,854 | -81.34 | 239 | -83.07 | ||||
2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 4,568 | -0.50 | 1 | |||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 5,825 | -1.00 | 751 | -10.29 | ||||
2025-08-13 | 13F | 法国外贸银行 | 29,238 | -9.09 | 3,769 | -17.36 | ||||
2025-03-27 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 63,135 | -56.60 | 8,206 | -57.96 | ||||
2025-07-11 | 13F | Global X 日本株式会社 | 4,496 | -6.97 | 580 | -15.72 | ||||
2025-04-30 | 13F | 自由一投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 75,216 | -5.41 | 9,697 | -14.26 | ||||
2025-06-25 | NP | MNDFX - 纪律价值系列 I 类 | 6,314 | -34.17 | 832 | -33.23 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 12,389 | -5.50 | 1,597 | -14.32 | ||||
2025-08-05 | 13F | 登喜路金融有限责任公司 | 26 | -68.67 | 3 | -72.73 | ||||
2025-05-09 | 13F | 加州遗产资本集团有限公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 劳里恩资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | 联合顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 布西财富管理 | 5,434 | -2.34 | 701 | -11.50 | ||||
2025-08-06 | 13F | 云资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Achmea 投资管理公司 | 205,959 | -4.35 | 27 | -13.33 | ||||
2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 3,222 | -0.59 | 415 | -9.78 | ||||
2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | MGB 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 15,250 | -7.72 | 1,966 | -16.34 | ||||
2025-03-27 | NP | 贝莱德股票股息基金 - 贝莱德股票股息基金投资者 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 | 682,506 | -3.88 | 88,705 | -6.90 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 6,031 | -19.46 | 778 | -26.97 | ||||
2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 387,169 | -0.28 | 49,914 | -9.61 | ||||
2025-08-13 | 13F | BCJ 资本管理有限公司 | 2,040 | -29.39 | 263 | -36.10 | ||||
2025-07-29 | NP | Voya 全球优势及优质机会基金 | 7,294 | -4.89 | 1,049 | -3.76 | ||||
2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 1,913 | -7.23 | 247 | -16.04 | ||||
2025-07-23 | 13F | Hager 投资管理服务有限公司 | 2,514 | -2.33 | 324 | -11.48 | ||||
2025-08-05 | 13F | 南达科他州投资委员会 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | AFPAX - AmericaFirst 收入基金 A 类 | 1,969 | -22.30 | 254 | -29.72 | ||||
2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 712 | -18.63 | 94 | -21.19 | ||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 61,392 | -1.81 | 7,915 | -10.99 | ||||
2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 110,547 | -2.83 | 14,252 | -11.92 | ||||
2025-07-24 | 13F | 活橡树投资伙伴 | 7,834 | -3.18 | 1,010 | -12.17 | ||||
2025-08-04 | 13F | 联合银行 | 68,685 | -2.94 | 9 | -20.00 | ||||
2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 1,978 | -4.12 | 255 | -12.97 | ||||
2025-05-28 | NP | ADSIX - 纪律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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 史密斯菲尔德信托公司 | 11,347 | -0.36 | 1 | 0.00 | ||||
2025-07-22 | 13F | 落基山顾问有限公司 | 3,125 | -26.90 | 403 | -33.77 | ||||
2025-05-12 | 13F | 摩根大通公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-29 | 13F | 福斯特莫特利公司 | 3,264 | -3.77 | 0 | |||||
2025-07-25 | 13F | 诺斯罗克合伙人有限责任公司 | 10,819 | -0.38 | 1,408 | -9.57 | ||||
2025-08-05 | 13F | 赫斯曼战略顾问公司 | 10,500 | -16.67 | 1,354 | -24.46 | ||||
2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 2,338 | -23.52 | 301 | -30.80 | ||||
2025-06-23 | NP | ESMV - iShares ESG MSCI USA Min Vol Factor ETF | 353 | -0.28 | 47 | 0.00 | ||||
2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 13,190 | -11.08 | 1,700 | -19.39 | ||||
2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 2,226 | -5.44 | 317 | 2.60 | ||||
2025-05-14 | 13F/A | 瓦德尔联合有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Wbi 投资公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 基调金融服务有限公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 7,213 | -12.04 | 930 | -20.33 | ||||
2025-05-30 | NP | Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF | 4,422 | -8.52 | 629 | -0.79 | ||||
2025-07-18 | 13F | 山茱萸财富管理有限公司 | 1 | -50.00 | 0 | |||||
2025-08-04 | 13F | 顾问股份投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | NAWGX - Voya 全球股票基金 A 类 | 12,505 | -2.50 | 1,648 | -1.14 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 31,308 | -9.30 | 4,036 | -17.78 | ||||
2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 7,582 | -11.87 | 977 | -20.11 | ||||
2025-03-27 | NP | 管理账户系列 - BlackRock GA 纪律波动股票基金 K 级 | 31,048 | -31.20 | 4,035 | -33.36 | ||||
2025-07-25 | NP | BRWAX - MFS 混合研究增长股票基金 A | 25,823 | -14.41 | 3,712 | -13.35 | ||||
2025-07-28 | 13F | 草原天空金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 哈特福德投资管理公司 | 19,994 | -1.09 | 2,578 | -10.33 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | 3,396 | -25.92 | 438 | -32.87 | ||||
2025-07-30 | 13F | 杏财富有限责任公司 | 7,494 | -1.32 | 966 | -10.56 | ||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 4,746 | -4.14 | 612 | -13.21 | ||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 15,174 | -4.34 | 1,956 | -13.26 | ||||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 14,238 | -2.92 | 1,836 | -11.99 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 47,346 | -3.50 | 6,104 | -12.53 | ||||
2025-08-14 | 13F | 西海岸金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 布朗,莱尔/卡明斯公司 | 3,518 | -21.65 | 454 | -29.00 | ||||
2025-07-28 | 13F | 戴维森信托公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 39,100 | -25.10 | 5,041 | -32.10 | |||
2025-07-07 | 13F | 多明格斯财富管理解决方案公司 | 17,333 | -0.94 | 2,235 | -10.21 | ||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 17,747 | -5.37 | 2,551 | -4.21 | ||||
2025-08-14 | 13F | 挑战者财富管理 | 2,153 | -0.97 | 278 | -10.36 | ||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 193,658 | -7.99 | 24,966 | -16.60 | ||||
2025-07-25 | 13F | 优素福资本管理有限公司 | 101,768 | -3.64 | 13,120 | -12.65 | ||||
2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 776 | -0.51 | 110 | 7.84 | ||||
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 | 76,066 | -0.19 | 9,806 | -9.52 | ||||
2025-06-26 | NP | MSTGX - 晨星全球收益基金 | 1,878 | -22.75 | 247 | -21.59 | ||||
2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 14,750 | -7.61 | 1,902 | -16.26 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -45 | -6 | |||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 4,255 | -10.63 | 549 | -19.05 | ||||
2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 1,581 | -2.95 | 204 | -12.12 | ||||
2025-04-17 | 13F | FNY 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 55,932 | -4.74 | 7,371 | -3.42 | ||||
2025-07-17 | 13F | 人民金融服务公司 | 4,991 | -1.07 | 643 | -10.32 | ||||
2025-07-17 | 13F | 阿尔比恩金融集团 /ut | 23,882 | -1.12 | 3,079 | -10.37 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 159,620 | -1.66 | 20,578 | -10.85 | ||||
2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 100 | -49.75 | 13 | -57.14 | ||||
2025-07-08 | 13F | 多佛顾问有限公司 | 1,603 | -31.35 | 207 | -38.51 | ||||
2025-08-13 | 13F | 殖民地信托顾问公司 | 10,611 | -6.31 | 1,368 | -15.09 | ||||
2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 9,013 | -6.48 | 1,162 | -15.26 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 95,475 | -10.06 | 13,578 | -2.39 | ||||
2025-07-28 | NP | VCULX - 成长基金 | 2,003 | -28.95 | 288 | -17.53 | ||||
2025-08-26 | NP | FTCS - First Trust Capital Strength ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,119,702 | -16.00 | 144,352 | -23.86 | ||||
2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 27,156 | -2.51 | 3,904 | -1.31 | ||||
2025-08-08 | 13F | Intrua 金融有限责任公司 | 3,800 | -9.29 | 490 | -17.82 | ||||
2025-07-23 | 13F | 鹰岩投资公司 | 2,554 | -1.08 | 329 | -10.35 | ||||
2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,635 | -11.36 | 3,254 | -10.26 | ||||
2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 684 | -39.95 | 88 | -45.34 | ||||
2025-07-23 | 13F | 伍德信托金融公司 | 0 | -100.00 | 0 | |||||
2025-05-29 | NP | DELAWARE VIP TRUST - 特拉华 VIP 全额回报系列服务 | 153 | -36.78 | 22 | -32.26 | ||||
2025-08-07 | 13F | 峰会 X 有限责任公司 | 7,805 | -0.41 | 1,006 | -9.69 | ||||
2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -2,262 | -2.04 | -298 | -0.67 | |||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 1,330 | -5.47 | 191 | -4.02 | ||||
2025-07-28 | NP | NOBL - ProShares S&P 500 Dividend Aristocrats ETF | 1,205,979 | -8.62 | 173,372 | -7.49 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 87,905 | -0.77 | 11,333 | -10.05 | ||||
2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,004,907 | -13.20 | 132,427 | -11.99 | ||||
2025-08-13 | 13F | 韩国投资公司 | 266,946 | -14.43 | 34,415 | -22.43 | ||||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 90,935 | -15.43 | 13,073 | -14.39 | ||||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 2,713 | -15.95 | 350 | -23.97 | ||||
2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 291 | -22.19 | 38 | -30.19 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 12,909 | -72.42 | 1,669 | -74.92 | ||||
2025-07-30 | 13F | 战略蓝图有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 9,184 | -1.82 | 1,184 | -10.98 | ||||
2025-06-30 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 9,720 | -43.80 | 1,281 | -45.18 | ||||
2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | DnB 资产管理公司 | 60,402 | -35.15 | 7,787 | -41.21 | ||||
2025-08-12 | 13F | 基石资本公司 | 117,649 | -5.00 | 15,167 | -13.89 | ||||
2025-08-04 | 13F | 莱德亚德国家银行 | 7,785 | -3.36 | 1,004 | -12.40 | ||||
2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 29,955 | -1.33 | 4,306 | -0.12 | ||||
2025-06-25 | NP | KNG - FT Cboe Vest S&P 500 Dividend Aristocrats Target Income 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 | 391,500 | -3.98 | 51,592 | -2.64 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP MFS 价值基金标准级 | 105,884 | -2.15 | 13,651 | -11.29 | ||||
2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 316,154 | -52.05 | 40,759 | -56.54 | ||||
2025-08-13 | 13F | 博特尔古德曼有限公司 | 2,938,215 | -1.67 | 379 | -10.85 | ||||
2025-04-21 | 13F | PUREfi 财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 3,075 | -1.13 | 396 | -10.41 | ||||
2025-05-08 | 13F | 贝福瑞斯特资本有限公司 | 0 | -100.00 | 0 | |||||
2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-06-30 | 13F | 沙特基础工业公司养老基金 | 10,300 | -19.53 | 1 | 0.00 | ||||
2025-08-07 | 13F | 全球财富管理投资咨询公司 | 31,754 | -3.66 | 4,094 | -12.67 | ||||
2025-06-26 | NP | MSTVX - 晨星另类基金 | 596 | -18.13 | 205 | -29.66 | ||||
2025-07-28 | 13F | ForthRight 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | 洛根资本管理公司 | 2,675 | -33.82 | 345 | -40.07 | ||||
2025-07-17 | 13F | 马特恩财富管理有限责任公司 | 2,454 | -30.97 | 316 | -37.43 | ||||
2025-07-21 | 13F | 乐凯资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 4,800 | -52.48 | 619 | -56.96 | |||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 13,900 | -63.03 | 1,792 | -66.50 | |||
2025-08-14 | 13F | NCM资本管理有限责任公司 | 2,065 | -3.28 | 266 | -12.21 | ||||
2025-07-11 | 13F | 弗鲁斯投资管理公司 | 19,934 | -0.87 | 3 | 0.00 | ||||
2025-08-29 | NP | PQIIX - PIMCO 股息和收入基金机构类别 | 7,250 | -3.15 | 935 | -12.22 | ||||
2025-07-24 | NP | EVUS - iShares ESG Aware MSCI 美国价值 ETF | 485 | -13.55 | 70 | -12.66 | ||||
2025-07-22 | 13F | 橡树山财富顾问有限公司 | 1,810 | -0.11 | 238 | -7.78 | ||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 5,323,554 | -3.62 | 686,313 | -12.63 | ||||
2025-04-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 3,929 | -6.09 | 507 | -14.96 | ||||
2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 249,584 | -17.24 | 32,186 | -24.97 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 699 | -5.03 | 90 | -13.46 | ||||
2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 6,995 | -0.23 | 902 | -3.74 | ||||
2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 99,423 | -0.10 | 13,102 | 1.28 | ||||
2025-07-24 | 13F | 美国合众银行\de\ | 267,153 | -3.06 | 34,441 | -12.13 | ||||
2025-08-26 | NP | IOO - iShares Global 100 ETF | 69,735 | -2.89 | 8,990 | -11.97 | ||||
2025-05-09 | 13F | 阿朱那资本 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 瑞银集团 | Put | 6,400 | -84.28 | 825 | -85.75 | |||
2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 9,861 | -11.67 | 1,299 | -10.41 | ||||
2025-08-21 | NP | DURA - VanEck Vectors Morningstar 持久股息 ETF | 4,879 | -3.65 | 629 | -12.64 | ||||
2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 205,277 | -4.29 | 26,464 | -13.24 | ||||
2025-08-07 | 13F | 戴维斯 RM 公司 | 19,210 | -1.08 | 2,477 | -10.32 | ||||
2025-04-28 | NP | FMCE-FM 复合股票 ETF | 1,134 | -8.25 | 161 | -6.40 | ||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 984 | -20.52 | 141 | -19.43 | ||||
2025-07-21 | 13F | 轩尼诗顾问公司 | 20,800 | -1.89 | 2,682 | -11.08 | ||||
2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 3,057 | -2.58 | 394 | -11.66 | ||||
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 | 220,195 | -2.70 | 28,388 | -11.80 | ||||
2025-07-15 | 13F | 贾里斯洛斯基,弗雷泽有限公司 | 19,460 | -0.51 | 2,509 | -9.82 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 1,723 | -1.99 | 222 | -11.20 | ||||
2025-08-11 | 13F | 顾问资源委员会 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 森吉咨询小组 | 2,422 | -1.50 | 348 | -0.85 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 核心股票基金 | 2,109 | -6.89 | 272 | -15.84 | ||||
2025-07-28 | NP | QGRO - American Century STOXX 美国优质增长 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,288 | -67.92 | 1,479 | -67.52 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 5,491 | -1.67 | 708 | -10.96 | ||||
2025-08-08 | NP | QBDSX - 量化管理收益基金投资者类别股票 | 2,855 | -44.44 | 368 | -49.59 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型成长型投资组合机构类别 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 | 261,181 | -2.81 | 34,418 | -1.46 | ||||
2025-08-12 | 13F | SFMG有限公司 | 8,578 | -5.31 | 1,106 | -14.21 | ||||
2025-08-05 | 13F | 集团资本顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | Aim 可变保险基金(invesco 可变保险基金)- Invesco Vi Comstock 基金系列 I | 164,066 | -1.26 | 21,151 | -10.49 | ||||
2025-07-28 | NP | TMDV - ProShares Russell 美国股息增长者 ETF ProShares Russell 美国股息增长者 ETF | 480 | -18.51 | 69 | -16.87 | ||||
2025-07-30 | 13F | 康纳斯投资者服务公司 | 2,930 | -3.30 | 378 | -12.33 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 96 | -28.89 | 0 | |||||
2025-05-09 | 13F | 戴维环球基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | 进化顾问公司 | 1,567 | -2.43 | 0 | |||||
2025-08-28 | NP | HSAFX - 赫斯曼战略配置基金 | 500 | -16.67 | 64 | -24.71 | ||||
2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 5,228 | -5.80 | 744 | 2.20 | ||||
2025-05-12 | 13F | Simplex 贸易有限公司 | 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 | -100.00 | |||
2025-08-12 | 13F | 帕特里克·莫罗投资顾问有限公司 | 20,651 | -0.72 | 2,662 | -10.01 | ||||
2025-08-01 | 13F | 澳大利亚超级有限公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 公平信托公司 | 9,073 | -1.41 | 1,170 | -10.63 | ||||
2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 19,091 | -4.99 | 2,516 | -3.68 | ||||
2025-06-24 | NP | QABGX - 联邦 MDT 平衡基金 A 类股票 | 6,237 | -12.74 | 822 | -11.63 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 482,600 | -45.39 | 62,217 | -50.50 | |||
2025-08-14 | 13F | 头投资有限公司 | 2,238 | -32.77 | 289 | -39.11 | ||||
2025-08-13 | 13F | Vinva投资管理有限公司 | 16,977 | -0.71 | 2,171 | -9.77 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 20,824 | -15.10 | 2,685 | -23.05 | ||||
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 | 557 | -8.99 | 72 | -18.39 | ||||
2025-07-17 | 13F | 拉扎里资本管理公司 | 1,940 | -0.36 | 250 | -9.42 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 2,958,438 | -14.50 | 381,404 | -22.49 | ||||
2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 特拉华州财富建立基金标准级 | 682 | -54.53 | 97 | -51.02 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 288,400 | -6.33 | 37,181 | -15.09 | |||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 264 | -4.35 | 34 | -12.82 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 477 | -8.09 | 62 | -16.22 | ||||
2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 1,980 | -10.89 | 255 | -19.05 | ||||
2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 472,801 | -2.16 | 60,954 | -11.31 | ||||
2025-06-24 | NP | JQUA - 摩根大通美国品质因素 ETF | 148,404 | -1.25 | 19,557 | 0.12 | ||||
2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
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 | 18,427 | -1.08 | 2,376 | -10.34 | ||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 2,833 | -63.01 | 365 | -66.48 | ||||
2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 1,938 | -14.32 | 255 | -12.97 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 1,521 | -4.04 | 196 | -12.89 | ||||
2025-07-25 | NP | DIFAX - MFS 多元化收益基金 A | 74,882 | -12.53 | 10,765 | -11.44 | ||||
2025-07-10 | 13F | 焦点金融网络有限公司 | 2,603 | -2.18 | 339 | -11.29 | ||||
2025-08-07 | 13F | 马丁投资管理有限责任公司 | 2,800 | -1.41 | 361 | -10.67 | ||||
2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 3,259 | -3.27 | 429 | -1.83 | ||||
2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 6,273 | -2.03 | 809 | -11.21 | ||||
2025-08-14 | 13F | 水产资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 1,686 | -8.86 | 217 | -17.49 | ||||
2025-08-05 | 13F | 好事达公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 35,171 | -2.91 | 4,534 | -6.09 | ||||
2025-08-08 | NP | QCGDX - 量化共同基金投资者类别股票 | 23,040 | -66.70 | 2,970 | -69.81 | ||||
2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 8,850 | -4.08 | 1,166 | -2.75 | ||||
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 | 528 | -8.33 | 69 | -11.69 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 10,663 | -11.05 | 1,375 | -19.37 | ||||
2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 3,018 | -2.39 | 389 | -11.39 | ||||
2025-08-12 | 13F | XTX Topco有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 5,446 | -6.14 | 1 | |||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 80 | -40.74 | 10 | -47.37 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 534 | -18.84 | 70 | -17.65 | ||||
2025-08-07 | 13F | 中央信托公司 | 46,715 | -2.33 | 6,022 | -11.47 | ||||
2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 10,047 | -6.90 | 1,295 | -15.58 | ||||
2025-08-13 | 13F | 贷款融资 AB (publ) | 101,866 | -8.67 | 13,137 | -17.19 | ||||
2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 2,839 | -8.98 | 408 | -7.69 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 86,169 | -6.73 | 11,109 | -15.46 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | 1,017,775 | -14.68 | 131,200 | -22.59 | ||||
2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 174 | -2.25 | 22 | -12.00 | ||||
2025-04-14 | 13F | 北极星咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 289,255 | -0.85 | 37,291 | -10.13 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 17,500 | -1.69 | 2,256 | -10.87 |