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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-27 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- Invesco Oppenheimer VI Main Street 基金系列 II | 11,618 | -23.53 | 9,057 | -27.83 | ||||
2025-07-30 | 13F | 天橡财富有限责任公司 | 18,310 | -0.40 | 14,273 | -5.99 | ||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 17,510 | -2.41 | 13,649 | -7.90 | ||||
2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 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 | 15,903 | -34.99 | 14,296 | -27.95 | ||||
2025-08-14 | 13F | 阔叶合伙人有限责任公司 | 6,365 | -0.39 | 4,962 | -5.99 | ||||
2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 4,093 | -2.10 | 3,191 | -7.62 | ||||
2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-24 | NP | HASAX - Horizon 主动资产配置基金顾问级 | 173 | -84.47 | 128 | -87.61 | ||||
2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 2,528 | -76.72 | 1,979 | -78.00 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | 469 | -80.06 | 366 | -81.20 | ||||
2025-07-10 | 13F | 汤普金斯金融公司 | 30,927 | -6.48 | 24,109 | -11.73 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A3 系列 | 247 | -6.08 | 193 | -11.52 | ||||
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 | 1,325 | -37.17 | 1,033 | -40.72 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 460,808 | -4.17 | 359,229 | -9.55 | ||||
2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 2,013,203 | -15.14 | 1,569,352 | -19.90 | ||||
2025-08-05 | 13F | 核心另类资本 | 13,238 | -9.29 | 10,320 | -14.38 | ||||
2025-08-12 | 13F | 雅典娜投资管理公司 | 1,306 | -0.15 | 1,018 | -5.74 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 蓝筹成长基金初始级 | 17,902 | -4.05 | 13,955 | -9.44 | ||||
2025-07-24 | NP | FPHAX - 药品产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 339,861 | -11.25 | 250,705 | -28.89 | ||||
2025-08-14 | 13F | 哈维资本管理公司 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | 巴斯储蓄信托公司 | 20,928 | -1.08 | 16,314 | -6.63 | ||||
2025-08-13 | 13F | 资本顾问有限公司/纽约州 | 0 | -100.00 | 0 | |||||
2025-05-28 | NP | BNY MELLON Sustainable US Equity Portfolio, INC. - BNY Mellon Sustainable US Equity Portfolio, Inc. - 初始股 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 寻路金融有限责任公司 | 1,011 | -3.44 | 1 | |||||
2025-07-30 | 13F | 公民与北方公司 | 282 | -15.82 | 220 | -20.65 | ||||
2025-03-12 | 13F/A | 私人资本管理有限公司 | 1,357 | -0.07 | 1,229 | 16.29 | ||||
2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 6,843 | -62.17 | 5,334 | -64.29 | ||||
2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 48,027 | -0.30 | 37,438 | -5.90 | ||||
2025-08-08 | 13F | 财务生活规划师 | 1,202 | -18.95 | 937 | -23.45 | ||||
2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 212,616 | -1.29 | 191,131 | 9.41 | ||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 22,343 | -28.41 | 17,417 | -32.43 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 9,045 | -3.76 | 7,051 | -9.16 | ||||
2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 66,841 | -13.82 | 52,105 | -18.66 | ||||
2025-07-24 | 13F | M.克劳斯公司 | 960 | -2.54 | 748 | -8.00 | ||||
2025-06-26 | NP | NUGO - Nuveen 增长机会 ETF | 118,262 | -3.82 | 106,312 | 6.60 | ||||
2025-04-22 | 13F | Jmac企业有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
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 | 41,430 | -2.31 | 30,562 | -21.72 | ||||
2025-08-11 | 13F | Greykasell 财富策略公司 | 351 | -11.81 | 274 | -16.77 | ||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 15,971 | -6.43 | 12,450 | -11.68 | ||||
2025-08-22 | NP | MSVDX - 活力组合 I 级 | 181 | -10.84 | 141 | -15.57 | ||||
2025-08-07 | 13F | 西北银行股份公司 | 3,676 | -2.93 | 2,866 | -8.38 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 1,546,478 | -2.91 | 1,205,524 | -8.36 | ||||
2025-07-01 | 13F | 公园国家公司/哦/ | 10,793 | -0.48 | 8,413 | -6.06 | ||||
2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 2 | -33.33 | 2 | -50.00 | ||||
2025-07-18 | 13F | 埃瓦有限责任公司 | 1,340 | -4.69 | 1,045 | -10.08 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 171,331 | -1.51 | 133,557 | -7.04 | ||||
2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 781 | -9.92 | 609 | -14.83 | ||||
2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 12,617 | -13.05 | 11,342 | -3.62 | ||||
2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 24,526 | -9.38 | 19,119 | -14.47 | ||||
2025-07-25 | 13F | CWM有限公司 | 88,743 | -10.93 | 69 | -15.85 | ||||
2025-08-11 | 13F | 塔桥顾问 | 6,821 | -1.80 | 5,317 | -7.30 | ||||
2025-08-01 | 13F | 战略金融服务公司, | 516 | -2.82 | 402 | -8.22 | ||||
2025-08-12 | 13F | 规划替代方案有限公司/adv | 732 | -16.82 | 571 | -21.49 | ||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 5,011 | -0.28 | 3,906 | -5.86 | ||||
2025-07-30 | 13F | Argonautica私人财富管理公司 | 3,095 | -3.52 | 2,413 | -8.95 | ||||
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 | 523,840 | -2.09 | 408,349 | -7.59 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | 40,016 | -27.24 | 31,030 | -31.41 | ||||
2025-06-03 | 13F/A | 奥马哈第一国民银行 | 10,606 | -44.08 | 8,760 | -20.77 | ||||
2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 3,542 | -0.65 | 2,761 | -6.22 | ||||
2025-07-15 | 13F | FLP财富管理有限责任公司 | 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 | 43,743 | -1.23 | 34,099 | -6.78 | ||||
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 | 809 | -39.31 | 631 | -42.73 | ||||
2025-05-16 | 13F | CTC替代策略有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-18 | 13F | 沃尔夫集团资本顾问 | 2,292 | -57.87 | 1,893 | -25.83 | ||||
2025-08-14 | 13F | 都铎金融公司 | 1,079 | -0.74 | 841 | -6.24 | ||||
2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 32,355 | -1.73 | 25,222 | -7.25 | ||||
2025-07-18 | 13F | 新浪潮财富顾问有限公司 | 1,118 | -9.77 | 872 | -14.86 | ||||
2025-05-15 | 13F/A | Lansdowne Partners(英国)有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 1,698 | -4.71 | 1,324 | -10.06 | ||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 17,003 | -0.15 | 13,254 | -5.76 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 16,317 | -4.12 | 12,720 | -9.51 | ||||
2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 17,898 | -1.26 | 16,089 | 9.44 | ||||
2025-08-11 | 13F | Pin Oak 投资顾问公司 | 168 | -4.00 | 0 | |||||
2025-06-23 | NP | 伊顿万斯税务管理全球多元化股票收益基金 | 49,356 | -2.61 | 44,369 | 7.94 | ||||
2025-08-05 | 13F | 苏兹伯格资本顾问公司 | 842 | -7.88 | 656 | -13.00 | ||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 15,275 | -2.53 | 11,911 | -8.01 | ||||
2025-05-13 | 13F | 格莱斯顿资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | 先行资本管理公司 | 302 | -8.21 | 236 | -13.28 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 2,292 | -21.10 | 1,787 | -25.55 | ||||
2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 4,625 | -1.32 | 4 | 0.00 | ||||
2025-08-19 | 13F | 财富集团有限公司 | 1,057 | -44.80 | 1 | -100.00 | ||||
2025-08-05 | 13F | 亨特联合投资管理有限公司 | 7,563 | -5.63 | 6 | -16.67 | ||||
2025-08-12 | 13F | 石板石财富有限责任公司 | 2,800 | -6.67 | 2 | 0.00 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | Put | 600 | -60.00 | 468 | -62.28 | |||
2025-07-11 | 13F | 沃特弗格森金融公司 | 772 | -29.69 | 602 | -33.66 | ||||
2025-07-28 | 13F | 国际金融公司顾问有限公司 | 4,772 | -1.45 | 3,720 | -6.98 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 12,309 | -10.09 | 9,595 | -15.13 | ||||
2025-07-16 | 13F | 凯斯米尔资本管理有限公司 | 3,979 | -6.35 | 3,102 | -11.60 | ||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 1,735 | -18.43 | 1,352 | 135,100.00 | ||||
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 | 337 | -39.61 | 310 | -30.02 | ||||
2025-08-27 | NP | 中证国际-卡尔弗特平衡基金A类 | 18,200 | -5.70 | 14,187 | -11.00 | ||||
2025-08-26 | NP | SATOX - 税务意识覆盖 A 类投资组合 1 级 | 2,716 | -14.16 | 2,117 | -18.98 | ||||
2025-07-15 | 13F | 杰普森财富管理有限公司 | 4,539 | -7.71 | 3,538 | -12.88 | ||||
2025-08-14 | 13F | 古德温投资咨询 | 0 | -100.00 | 0 | |||||
2025-06-06 | NP | CCOR - 核心另类 ETF | 1,522 | -18.87 | 1,368 | -10.06 | ||||
2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 261 | -99.73 | 205 | -99.74 | ||||
2025-08-15 | 13F | 奥西尔资产管理公司 | 614 | -0.16 | 479 | -5.72 | ||||
2025-07-10 | 13F | 三角证券财富管理 | 4,720 | -1.95 | 3,679 | -7.45 | ||||
2025-06-26 | NP | MSTVX - 晨星另类基金 | 20 | -66.67 | 18 | -64.58 | ||||
2025-06-25 | NP | LRND - IQ 美国大盘研发领导者 ETF | 181 | -9.05 | 163 | 0.62 | ||||
2025-06-30 | NP | CHTRX - 景顺特许基金 A 类 | 73,926 | -14.26 | 66,456 | -4.97 | ||||
2025-08-14 | 13F | 蓝色资本有限公司 | 3,879 | -3.02 | 3,024 | -2.10 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 1,530 | -0.52 | 1,193 | -6.14 | ||||
2025-07-23 | 13F | 德塔鲁斯顾问有限责任公司 | 838 | -0.83 | 654 | -6.45 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 7,501 | -1.06 | 5,848 | -6.61 | ||||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 182 | -13.74 | 142 | -18.97 | ||||
2025-05-13 | 13F | 罗阿诺克资产管理公司/纽约州 | 11,407 | -9.23 | 9 | 0.00 | ||||
2025-08-25 | 13F/A | 普罗穆斯资本有限责任公司 | 221 | -49.43 | 172 | -52.22 | ||||
2025-07-17 | 13F | Poinciana 顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 8,735 | -36.65 | 6,809 | -40.21 | ||||
2025-07-09 | 13F | 布洛吉特财富顾问有限公司 | 4,607 | -8.26 | 3,591 | -13.41 | ||||
2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 1,925 | -6.60 | 1,420 | -25.14 | ||||
2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 589 | -15.98 | 529 | -6.87 | ||||
2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -22,015 | 185.21 | -17,161 | 169.19 | |||
2025-04-02 | 13F/A | 产业联盟投资管理公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 11,504 | -3.79 | 8,968 | -9.19 | ||||
2025-07-25 | 13F | 资产规划有限公司 | 13,982 | -0.34 | 10,899 | -5.94 | ||||
2025-08-06 | 13F | 爱格夫管理有限公司 | 315,701 | -37.42 | 246,098 | -40.94 | ||||
2025-07-14 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 346,975 | -38.86 | 269,648 | -40.89 | ||||
2025-07-31 | 13F | 红波投资有限责任公司 | 592 | -0.84 | 461 | -6.49 | ||||
2025-07-25 | NP | PHSTX - PUTNAM 全球医疗保健基金 A 类股票 | 222,300 | -6.28 | 163,984 | -24.91 | ||||
2025-08-04 | 13F | GAM控股公司 | 19,983 | -43.54 | 15,577 | -46.71 | ||||
2025-06-25 | NP | PRGSX - T. Rowe Price 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 | 180,858 | -41.08 | 162,582 | -34.70 | ||||
2025-07-21 | 13F | 库存银行和信托公司 | 110,170 | -0.71 | 85,881 | -6.29 | ||||
2025-07-30 | 13F | Axecap 投资有限责任公司 | 303 | -1.94 | 236 | -7.45 | ||||
2025-07-09 | 13F | 中央银行和信托公司 | 2,198 | -3.30 | 1,713 | -8.74 | ||||
2025-05-08 | 13F | 主权投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 卡尔·谢尔有限公司 | 5,323 | -3.80 | 4,149 | -9.19 | ||||
2025-07-29 | 13F | Ifrah 金融服务公司 | 2,946 | -0.44 | 2,296 | -6.02 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | Put | 0 | -100.00 | 0 | ||||
2025-06-26 | NP | FFLC - 富达新千年 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 | 14,939 | -7.30 | 13,429 | 2.75 | ||||
2025-08-14 | 13F | 大谷顾问集团有限公司 | 17,937 | -23.23 | 13,983 | -27.55 | ||||
2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 1,828 | -1.51 | 1,425 | -7.05 | ||||
2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 26 | -7.14 | 20 | -13.04 | ||||
2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 7 | -22.22 | 5 | -37.50 | ||||
2025-07-31 | 13F | 镇流器顾问有限公司 | 452 | -0.44 | 352 | -5.88 | ||||
2025-07-17 | 13F | HCR 财富顾问 | 1,252 | -0.63 | 976 | -6.24 | ||||
2025-04-17 | 13F | 最前线财富管理公司 | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | 定制索引系统有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 11,668 | -5.83 | 9,096 | -11.12 | ||||
2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 32,962 | -4.90 | 25,695 | -10.24 | ||||
2025-08-22 | NP | FNIAX - 富达顾问新见解基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 465,083 | -15.90 | 362,546 | -20.62 | ||||
2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 4,695 | -2.67 | 3,660 | -8.16 | ||||
2025-08-14 | 13F | 全景资本有限责任公司 | 1,600 | -57.04 | 1,247 | -59.45 | ||||
2025-05-14 | 13F | BTG Pactual SA 银行 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | BW Gestao de Investimentos Ltda。 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 第1620章 | 196 | -14.41 | 153 | -18.62 | ||||
2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 14,117 | -5.14 | 12,690 | 5.14 | ||||
2025-07-30 | 13F | 达德利资本管理有限公司 | 1,445 | -1.43 | 1,126 | -6.94 | ||||
2025-08-05 | 13F | 沃什伯恩资本管理公司 | 2,407 | -7.21 | 1,877 | -12.42 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Lm Kohn 公司 | 2,524 | -2.47 | 1,968 | -7.96 | ||||
2025-07-11 | 13F | 阿迪朗达克信托公司 | 3,770 | -16.30 | 2,939 | -21.00 | ||||
2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 71,205 | -9.73 | 55,506 | -14.80 | ||||
2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 531 | -10.91 | 392 | -28.65 | ||||
2025-05-08 | 13F | 太平洋资本合伙有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
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 | 277,475 | -6.11 | 216,300 | -11.38 | ||||
2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | Put | 4,500 | -53.12 | 3,508 | -55.76 | |||
2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | 770 | -73.57 | 600 | -75.05 | ||||
2025-07-14 | 13F | 海景资本管理公司 | 1,531 | -0.78 | 1 | 0.00 | ||||
2025-07-23 | 13F | Motiv8 投资有限责任公司 | 783 | -0.38 | 611 | -6.01 | ||||
2025-08-06 | 13F | 马可投资管理有限公司 | 2,010 | -1.81 | 1,567 | -7.34 | ||||
2025-08-01 | 13F | 达美投资管理有限责任公司 | 1,381 | -39.80 | 1,077 | -43.19 | ||||
2025-07-24 | 13F | 莫斯利投资管理公司 | 3,323 | -3.90 | 2,590 | -9.28 | ||||
2025-08-14 | 13F | 明治安田生命保险公司 | 7,250 | -74.21 | 5,652 | -75.66 | ||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 588,598 | -3.50 | 458,830 | -8.92 | ||||
2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 5,708 | -4.74 | 4,450 | -3.81 | ||||
2025-07-23 | 13F | 资产管理中心有限责任公司 | 649 | -0.15 | 502 | -6.34 | ||||
2025-07-10 | 13F | 值得资产管理有限责任公司 | 1,565 | -53.73 | 1,220 | -56.36 | ||||
2025-07-09 | 13F | 网关投资顾问有限公司 | 157,337 | -1.13 | 122,649 | -6.68 | ||||
2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 27,422 | -6.66 | 21,376 | -11.90 | ||||
2025-08-07 | 13F | 米德兰财富顾问有限公司 | 2,852 | -4.07 | 2,223 | -9.45 | ||||
2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 3,119 | -37.88 | 2,431 | -41.37 | ||||
2025-08-01 | 13F | Equita 金融网络公司 | 0 | -100.00 | 0 | |||||
2025-04-24 | NP | USCRX - 基石适度激进基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | 科斯滕、赫斯曼和克拉布特里公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 2,288 | -2.76 | 1,784 | -8.23 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 500 | -0.40 | 390 | -5.80 | ||||
2025-08-13 | 13F | 资本集团私人客户服务公司 | 88,866 | -19.91 | 69,274 | -24.40 | ||||
2025-07-17 | 13F | 帕克普雷斯资本公司 | 833 | -53.39 | 646 | -56.20 | ||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 867 | -32.16 | 676 | -36.02 | ||||
2025-03-26 | NP | ATVPX - Alger 35 基金 P 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | AMF Pensionsforsakring AB | 343,119 | -5.55 | 267,515 | -10.85 | ||||
2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 20 | -90.91 | 18 | -90.45 | ||||
2025-08-08 | 13F | 赫德克财富有限责任公司 | 1,902 | -1.81 | 1,483 | -7.32 | ||||
2025-08-13 | 13F | 城镇广场资本有限公司 | 9,021 | -87.87 | 7,032 | -88.55 | ||||
2025-05-08 | 13F | 特里维斯特顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 11,559 | -4.16 | 9,011 | -9.55 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 629 | -0.94 | 490 | -6.49 | ||||
2025-07-25 | 13F | 捐赠财富管理公司 | 468 | -3.31 | 365 | -8.77 | ||||
2025-08-08 | 13F | 托巴姆 | 3,406 | -32.57 | 3 | -50.00 | ||||
2025-07-31 | 13F | 沃恩大卫投资公司/il | 2,252 | -4.58 | 2 | 0.00 | ||||
2025-05-27 | NP | MFRFX - MFS研究基金A | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 霍普伍德金融服务公司 | 22 | -71.43 | 17 | -73.02 | ||||
2025-08-05 | 13F | 沃斯波因特有限责任公司 | 0 | -100.00 | 0 | |||||
2025-03-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-31 | NP | FGEAX - 富达顾问全球资本增值基金A级 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 2,957 | -0.97 | 2,308 | -6.41 | ||||
2025-06-13 | NP | ADAVX - 安本动态股息基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-29 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 53,262 | -4.72 | 41,519 | -10.07 | ||||
2025-05-29 | NP | MLMIX - 全球核心投资组合 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-25 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-28 | NP | AFPAX - AmericaFirst 收入基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-24 | NP | BMCIX - 贝莱德机构高股票收益基金 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 | ||||
2025-08-12 | 13F | 关闭资产管理有限公司 | 58,957 | -0.02 | 46 | -6.25 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 28,482 | -1.69 | 22,202 | -7.21 | ||||
2025-07-22 | 13F | 沿海投资顾问公司 | 858 | -3.60 | 669 | -8.98 | ||||
2025-08-13 | 13F | 纽约州共同退休基金 | 1,009,269 | -4.72 | 787 | -10.07 | ||||
2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 60,001 | -3.01 | 53,938 | 7.50 | ||||
2025-07-29 | 13F | TrueMark 投资有限责任公司 | 1,565 | -3.69 | 1,220 | -9.17 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 102,000 | -7.52 | 79,518 | -12.69 | |||
2025-05-15 | 13F | 两个西格玛证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 安宏资本管理公司 /de/ | 0 | -100.00 | 0 | |||||
2025-07-30 | NP | 税务 - Cambria Tax Aware ETF | 186 | -3.12 | 137 | -22.16 | ||||
2025-07-29 | NP | PREFX - T. Rowe Price 节税股票基金 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 | 32,100 | -5.03 | 23,679 | -23.90 | ||||
2025-08-07 | 13F | 米德资产管理公司 | 21,230 | -8.63 | 16,549 | -13.76 | ||||
2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 13,967 | -0.44 | 10,888 | -6.03 | ||||
2025-08-01 | 13F | 佩特拉金融顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | 企业银行信托公司 | 5,795 | -0.24 | 4,517 | -5.84 | ||||
2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 2,507 | -10.56 | 1,954 | -15.64 | ||||
2025-07-18 | 13F | 哈德逊价值合伙人有限责任公司 | 2,449 | -1.01 | 1,909 | -6.56 | ||||
2025-06-30 | NP | RGEF——洛克菲勒全球股票ETF | 15,986 | -5.88 | 14,371 | 4.31 | ||||
2025-08-14 | 13F | 萨比管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 28,440 | -85.12 | 22,170 | -85.95 | ||||
2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 7,916 | -38.65 | 7,116 | -32.01 | ||||
2025-08-11 | 13F | 基石投资者私人有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 高盛集团公司 | Call | 213,900 | -54.83 | 166,741 | -57.36 | |||
2025-04-22 | 13F | 资本财富有限公司 | 0 | -100.00 | 0 | |||||
2025-05-27 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-25 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 第一美国银行 | 53,028 | -3.06 | 41,337 | -8.50 | ||||
2025-07-18 | 13F | 阿米资产管理公司 | 63,952 | -5.35 | 49,853 | -10.66 | ||||
2025-08-15 | 13F | 嘉实基金管理有限公司 | 12,002 | -41.99 | 9 | -47.06 | ||||
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 | 244,134 | -16.28 | 219,464 | -7.21 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 25,052 | -3.45 | 19,529 | -8.87 | ||||
2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 1,001,037 | -10.25 | 780 | -15.31 | ||||
2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 3,182 | -22.09 | 2,480 | -26.47 | ||||
2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 841 | -24.37 | 620 | -39.39 | ||||
2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 72,151 | -0.32 | 64,860 | 10.48 | ||||
2025-07-16 | 13F | Encompass 财富顾问有限公司 | 835 | -9.34 | 651 | -14.47 | ||||
2025-07-28 | NP | VCBCX - 蓝筹成长基金 | 25,727 | -2.71 | 18,978 | -22.05 | ||||
2025-08-04 | 13F | 费希尔基金管理有限公司 | 10,451 | -10.00 | 8,147 | -15.06 | ||||
2025-07-16 | 13F | 考克斯资本管理有限责任公司 | 4,960 | -1.72 | 3,867 | -7.25 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 68,291 | -12.76 | 53,235 | -17.66 | ||||
2025-04-24 | NP | DTCAX - 纽约梅隆银行可持续美国股票基金公司 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 亚伯勒资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-24 | NP | UCAGX - 基石积极基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | HMV 财富顾问有限公司 | 845 | -47.32 | 659 | -50.30 | ||||
2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 3,258 | -1.63 | 2,540 | -7.17 | ||||
2025-08-14 | 13F | 萨比管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 大盘精选成长基金 (a) | 180,488 | -7.39 | 140,696 | -12.59 | ||||
2025-08-14 | 13F | 哈伯特基金顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 美国信托投资顾问有限公司 | 933 | -1.79 | 727 | -7.27 | ||||
2025-08-14 | 13F | 萨比管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-24 | 13F | 坎普曼·梅丽莎·S. | 8,258 | -2.97 | 6,437 | -8.42 | ||||
2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 649 | -10.11 | 506 | -15.27 | ||||
2025-07-18 | 13F | 联合银行 | 1,776 | -9.20 | 1,384 | -14.30 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 9,280 | -2.89 | 7,234 | -8.34 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 40,600 | -6.69 | 31,649 | -11.93 | ||||
2025-06-30 | NP | AIM 股票基金(INVESCO 股票基金)- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 32,037 | -13.05 | 28,800 | -3.63 | ||||
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 | 12,759 | -30.05 | 11,470 | -22.47 | ||||
2025-07-09 | 13F | 创业板资产管理有限公司 | 854 | -6.26 | 660 | -9.96 | ||||
2025-08-12 | 13F | 摩根大通公司 | Put | 165,000 | -56.86 | 128,622 | -59.29 | |||
2025-07-10 | 13F | 三季财富有限责任公司 | 1,528 | -10.64 | 1,191 | -15.65 | ||||
2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 14,722 | -1.98 | 11,476 | -7.48 | ||||
2025-05-15 | 13F | 两个西格玛证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-04-23 | 13F | 萨巴尔信托公司 | 5,648 | -2.39 | 4,665 | 4.43 | ||||
2025-08-12 | 13F | 摩根大通公司 | 12,510,973 | -7.19 | 9,752,765 | -12.40 | ||||
2025-08-12 | 13F | 长岛财富管理公司 | 1,020 | -0.49 | 795 | -6.03 | ||||
2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 817 | -16.72 | 603 | -33.33 | ||||
2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 3,833 | -0.18 | 3 | -33.33 | ||||
2025-08-14 | 13F | Point72香港有限公司 | 5,003 | -15.79 | 3,900 | -20.53 | ||||
2025-07-29 | 13F | 路边石金融管理公司 | 3,764 | -10.89 | 2,934 | -15.88 | ||||
2025-08-13 | 13F | 维加投资解决方案 | 111,542 | -0.93 | 86,950 | -6.53 | ||||
2025-06-25 | NP | SHAPX - ClearBridge 增值基金 A 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 | 214,135 | -12.56 | 192,497 | -3.08 | ||||
2025-07-21 | 13F | Credential证券公司 | 3,057 | -3.99 | 261 | 5.69 | ||||
2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Large Cap Focus Growth 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 | 10,249 | -8.20 | 7,989 | -13.36 | ||||
2025-07-11 | 13F | 兰兹金融有限责任公司 | 1,826 | -3.18 | 1,424 | -8.61 | ||||
2025-08-01 | 13F | 孟德尔资金管理 | 1,751 | -5.50 | 1,365 | -10.85 | ||||
2025-07-22 | NP | CAPAX - 联合资本收益基金 A 类股票 | 4,322 | -9.28 | 3,188 | -27.30 | ||||
2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 14,196 | -2.43 | 11,067 | -7.91 | ||||
2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 403 | -7.78 | 314 | -12.78 | ||||
2025-08-01 | 13F | 詹姆斯投资研究公司 | 11,426 | -0.53 | 8,907 | -6.12 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 3,111 | -20.31 | 2,425 | -24.78 | ||||
2025-06-26 | NP | HGXAX - 哈特福德全球影响力基金 A 级 | 6,598 | -2.54 | 5,931 | 8.01 | ||||
2025-07-23 | 13F | 哈维投资有限公司 | 10,775 | -3.13 | 8 | -11.11 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 18,731 | -0.15 | 14,601 | -5.76 | ||||
2025-08-05 | 13F | 马西斯公司 | 435 | -53.97 | 0 | |||||
2025-08-27 | NP | USRD - 主题美国研发冠军 ETF | 19 | -13.64 | 15 | -22.22 | ||||
2025-06-27 | NP | RPG - Invesco S&P 500 Pure Growth ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,559 | -4.45 | 8,593 | 5.90 | ||||
2025-07-30 | 13F | 万博金融 | 17,160 | -4.64 | 13,377 | -9.99 | ||||
2025-07-23 | 13F | 瓦尔马克顾问公司 | 5,424 | -5.83 | 4,228 | -11.12 | ||||
2025-07-24 | 13F | 赖斯合伙有限责任公司 | 18,614 | -0.76 | 14,510 | -6.34 | ||||
2025-07-29 | NP | JHCPX - 资本增值基金类资产净值 | 36,177 | -41.94 | 26,687 | -53.48 | ||||
2025-07-16 | 13F | 欧文·拉鲁有限责任公司 | 745 | -77.38 | 581 | -78.67 | ||||
2025-06-26 | NP | FDWM - 富达女性领导力 ETF | 94 | -12.15 | 85 | -2.33 | ||||
2025-05-14 | 13F | 贝克博德有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | NBC 证券公司 | 6,776 | -7.17 | 5 | -16.67 | ||||
2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 2,242 | -6.58 | 1,748 | -11.86 | ||||
2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 2,878 | -22.86 | 2,243 | -27.20 | ||||
2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 3,298 | -0.63 | 2,571 | 0.35 | ||||
2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 33,751 | -4.36 | 26,310 | -9.73 | ||||
2025-08-11 | 13F | 奥尼尔全球顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 梅雷迪思财富规划 | 360 | -0.83 | 281 | -6.35 | ||||
2025-07-17 | 13F | 汉密尔顿资本合伙有限公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 道明资产管理公司 | 1,213,430 | -6.88 | 945,905 | -12.11 | ||||
2025-07-16 | 13F | 重新平衡有限公司 | 590 | -0.84 | 460 | -6.52 | ||||
2025-07-18 | 13F | 明智财富管理公司 | 312 | -1.27 | 243 | -6.90 | ||||
2025-08-06 | 13F | Kcm 投资顾问有限公司 | 21,877 | -42.05 | 17,054 | -45.30 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 5,213,854 | -4.23 | 4,064,356 | -9.60 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | 斯特里德集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 52,801 | -4.51 | 41,161 | -9.87 | ||||
2025-08-08 | 13F | 帕克投资管理有限公司 | 1,819 | -63.79 | 1,418 | -65.85 | ||||
2025-08-13 | 13F | 纳夫有限公司 | 652 | -40.46 | 508 | -43.81 | ||||
2025-05-15 | 13F | Teewinot 资本顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 两个西格玛证券有限公司 | 352 | -64.80 | 274 | -66.79 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 30,211 | -15.98 | 23,550 | -20.70 | ||||
2025-08-06 | 13F | 圣骑士咨询集团有限责任公司 | 317 | -28.44 | 247 | -32.33 | ||||
2025-08-08 | 13F | Gts 证券有限公司 | 3,256 | -61.03 | 2,538 | -63.22 | ||||
2025-08-27 | NP | WASAX - 常春藤资产策略基金A类 | 25,211 | -4.13 | 19,653 | -9.51 | ||||
2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 1,026 | -14.85 | 800 | -19.70 | ||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 67,722 | -4.17 | 52,791 | -9.55 | ||||
2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 85,341 | -2.07 | 66,526 | -7.57 | ||||
2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 2,456 | -10.10 | 1,915 | -15.20 | ||||
2025-08-25 | NP | 美国互助投资公司 - 综合基金类别 | 2,124 | -13.38 | 1,656 | -18.27 | ||||
2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 655 | -2.53 | 511 | -8.11 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 26,286 | -1.76 | 19,390 | -21.28 | ||||
2025-07-30 | 13F | 海湾国际银行(英国)有限公司 | 41,258 | -11.04 | 32 | -15.79 | ||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 36,863 | -11.20 | 33,138 | -1.59 | ||||
2025-08-26 | NP | AFNAX - AAM/Bahl & Gaynor 收入增长基金 A 类 | 105,132 | -2.67 | 81,954 | -8.14 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,295 | -11.73 | 1,789 | -16.67 | ||||
2025-08-18 | 13F | 新咨询服务有限责任公司 | 662 | -37.55 | 516 | -41.14 | ||||
2025-08-14 | 13F | 犹他州退休系统 | 131,992 | -0.48 | 102,892 | -6.07 | ||||
2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 2,079 | -12.28 | 1,621 | -17.22 | ||||
2025-07-25 | 13F | 前列腺集团有限责任公司 | 331 | -3.50 | 258 | -8.83 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 1,044 | -2.34 | 814 | -7.82 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 2,116 | -4.60 | 1,649 | -9.94 | ||||
2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 31 | -8.82 | 24 | -14.29 | ||||
2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 2,116 | -1.12 | 1,704 | -3.95 | ||||
2025-05-15 | 13F | 沃洛里奇投资管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | NP | FALAX - 富达顾问大盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,100 | -6.72 | 8,188 | -25.26 | ||||
2025-06-26 | NP | AMOM - QRAFT AI 增强型美国大盘动量 ETF | 1,547 | -18.84 | 1,391 | -10.03 | ||||
2025-08-06 | 13F | 北美 Cetera 信托公司 | 2,087 | -0.57 | 1,627 | -6.17 | ||||
2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares 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 | 344,542 | -5.03 | 268,581 | -10.37 | ||||
2025-08-06 | 13F | 一家财富资本管理有限公司 | 1,583 | -2.28 | 1,234 | -7.78 | ||||
2025-08-21 | NP | MXLGX - Great-West 大盘成长基金投资者类别 | 52,434 | -8.70 | 40,874 | -13.83 | ||||
2025-08-14 | 13F | ADAR1 资本管理有限责任公司 | 500 | -16.67 | 390 | -21.41 | ||||
2025-07-24 | 13F | 范德波尔投资有限责任公司 | 373 | -2.36 | 291 | -7.94 | ||||
2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 恒线顾问公司 | 1,465,054 | -2.05 | 1,142,053 | -7.55 | ||||
2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 1,272 | -11.36 | 992 | -16.37 | ||||
2025-08-14 | 13F | 孤松资本有限公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | 人民银行 | 3,071 | -4.45 | 2 | 0.00 | ||||
2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 817 | -98.15 | 637 | -98.26 | ||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 30,697 | -2.02 | 23,929 | -7.52 | ||||
2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 1,797 | -91.56 | 1,401 | -77.03 | ||||
2025-07-29 | 13F | 纪律投资有限责任公司 | 334 | -0.30 | 261 | -5.80 | ||||
2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | 2,868 | -22.76 | 2,236 | -27.10 | ||||
2025-06-27 | NP | TWCIX - 选择基金投资者类别 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 | 121,600 | -19.04 | 109,312 | -10.27 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 1,870 | -29.57 | 1,458 | -33.53 | ||||
2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 2,773 | -0.14 | 2 | 0.00 | ||||
2025-08-28 | NP | TFAFX - 战术增长配置基金 I 类 | 384 | -22.27 | 299 | -33.11 | ||||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 2,289 | -31.28 | 1,784 | -35.15 | ||||
2025-07-09 | 13F | 奥瑟资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 16,390 | -0.15 | 12,776 | -5.76 | ||||
2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 419 | -79.57 | 327 | -80.74 | ||||
2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 991 | -40.37 | 773 | -43.73 | ||||
2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 119,190 | -2.13 | 92,912 | -7.62 | ||||
2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 6,395 | -5.78 | 4,985 | -11.06 | ||||
2025-07-15 | 13F | FMA 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | 亚当斯财富管理 | 335 | -4.29 | 277 | 2.59 | ||||
2025-07-29 | NP | MBCC - Monarch 蓝筹股核心 ETF | 5,180 | -22.44 | 3,821 | -37.85 | ||||
2025-08-08 | 13F | 联合储蓄银行 | 1,531 | -20.38 | 1,133 | -28.65 | ||||
2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 2,948 | -4.69 | 2,298 | -10.02 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 623 | -4.59 | 486 | -10.02 | ||||
2025-08-15 | 13F | 豪兰资本管理有限公司 | 3,175 | -6.84 | 2,475 | -12.05 | ||||
2025-08-14 | 13F | 贝尔维尤集团公司 | 40,920 | -6.25 | 31,898 | -11.51 | ||||
2025-06-25 | NP | TGPEX - T. Rowe Price 全球影响力股票基金 | 666 | -33.73 | 599 | -26.63 | ||||
2025-07-15 | 13F | 财富效应有限公司 | 1,068 | -37.51 | 832 | -41.03 | ||||
2025-07-16 | 13F | 达科他财富管理 | 36,638 | -8.35 | 28,561 | -13.49 | ||||
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 | 895 | -5.99 | 805 | 4.15 | ||||
2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 1,820 | -37.71 | 1,419 | -41.23 | ||||
2025-03-27 | NP | SJCAX - Steward 大盘核心基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | 塔夫顿资本管理公司 | 4,746 | -2.49 | 4 | -99.93 | ||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Virtus 投资顾问公司 | 1,565 | -11.43 | 1,220 | -16.45 | ||||
2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,409 | -4.40 | 3,437 | -9.79 | ||||
2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 1,906 | -13.32 | 1,486 | -18.23 | ||||
2025-08-07 | 13F | 大卫·R·拉恩联合公司 | 5,219 | -6.12 | 4,068 | -11.39 | ||||
2025-08-08 | 13F | 国民年金服务 | 1,543,238 | -5.18 | 1,203,000 | -10.51 | ||||
2025-07-07 | 13F | 萨默塞特信托公司 | 639 | -3.77 | 498 | -9.12 | ||||
2025-08-19 | 13F/A | 皮特凯恩郡 | 7,960 | -9.87 | 6,205 | -14.93 | ||||
2025-07-28 | 13F | 速递资本有限公司 | 4,770 | -0.13 | 3,718 | -5.73 | ||||
2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 3,969 | -27.33 | 3,094 | -31.41 | ||||
2025-08-05 | 13F | 韦斯特伍德财富管理 | 1,035 | -55.19 | 807 | -57.73 | ||||
2025-08-05 | 13F | TSFG有限公司 | 749 | -2.22 | 1 | |||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 38,903 | -12.88 | 30,326 | -17.77 | ||||
2025-03-27 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 10,742 | -7.33 | 8,713 | -6.55 | ||||
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 | 4,358 | -5.63 | 3,918 | 4.59 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 2,055 | -8.34 | 1,602 | -13.51 | ||||
2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 1,857 | -4.62 | 1,448 | -10.01 | ||||
2025-08-26 | NP | PRWCX - T. Rowe Price 资本增值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 617,522 | -11.70 | 481,377 | -16.66 | ||||
2025-07-14 | 13F | 机械银行信托部 | 4,527 | -15.93 | 3,529 | -20.67 | ||||
2025-08-15 | 13F | 莫尔斯资产管理公司 | 10,951 | -0.62 | 8,537 | -6.20 | ||||
2025-08-07 | 13F | 维鲁斯资本合伙公司 | 1,183 | -12.82 | 922 | -17.75 | ||||
2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 1,571 | -12.82 | 1,225 | -17.74 | ||||
2025-07-09 | 13F | 西岸财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 穆迪奥尔德里奇合伙公司 | 393 | -22.64 | 306 | -26.97 | ||||
2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 20,567 | -55.12 | 16,033 | -57.64 | ||||
2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 8,916 | -0.66 | 6,950 | -6.23 | ||||
2025-07-15 | 13F | 灯塔投资咨询服务公司 | 22,500 | -10.67 | 17,539 | -15.69 | ||||
2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 1,032 | -1.15 | 761 | -20.81 | ||||
2025-08-15 | 13F | CTC有限公司 | Put | 4,400 | -71.97 | 3,430 | -73.55 | |||
2025-07-22 | 13F | Eads & Heald 财富管理 | 1,013 | -5.50 | 1 | |||||
2025-08-15 | 13F | CTC有限公司 | Call | 5,300 | -86.91 | 4,132 | -87.65 | |||
2025-07-31 | 13F | 麦克丹尼尔特里公司 | 743 | -4.38 | 579 | |||||
2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 1,739 | -1.02 | 1,355 | -6.62 | ||||
2025-07-07 | 13F | 班戈储蓄银行 | 3,199 | -0.12 | 2,494 | -5.75 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 51,293,980 | -49.37 | 39,985,196 | -52.21 | ||||
2025-06-25 | NP | FHLC - 富达 MSCI 医疗保健指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 353,769 | -1.82 | 318,021 | 8.82 | ||||
2025-07-25 | 13F | 西皮坎资本顾问公司 | 3,127 | -0.64 | 2,438 | -6.23 | ||||
2025-08-07 | 13F | 尼科莱特投资管理公司 | 264 | -65.45 | 0 | |||||
2025-05-12 | 13F | 剪刀尾财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | PHPIX - 制药超行业深度投资者类别 | 100 | -2.91 | 90 | 7.23 | ||||
2025-08-14 | 13F | 安盛公司 | 283,817 | -17.02 | 221,244 | -21.68 | ||||
2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 544 | -12.26 | 424 | -17.19 | ||||
2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 45,084 | -0.07 | 37,235 | -0.07 | ||||
2025-07-09 | 13F | 克拉鲁斯财富顾问 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 56,224 | -0.07 | 43,828 | -5.68 | ||||
2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 432 | -0.69 | 337 | -6.41 | ||||
2025-07-11 | 13F | 韦瑟利资产管理公司 | 285,844 | -1.29 | 222,824 | -6.84 | ||||
2025-07-24 | 13F | 本德罗伯特事务所 | 18,366 | -0.29 | 14,317 | -5.89 | ||||
2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 19,360 | -28.18 | 14,281 | -42.45 | ||||
2025-07-24 | 13F | 奥罗拉私人财富公司 | 442 | -20.65 | 0 | |||||
2025-08-11 | 13F | 花旗集团 | Call | 84,200 | -10.99 | 65,636 | -15.99 | |||
2025-08-11 | 13F | 花旗集团 | 1,063,117 | -7.05 | 828,732 | -12.26 | ||||
2025-06-27 | NP | HAPI - 港湾企业文化ETF | 12,013 | -19.44 | 10,799 | -10.71 | ||||
2025-06-26 | NP | DYNF - 贝莱德美国股票因子轮换 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 | 70,730 | -66.90 | 63,583 | -63.32 | ||||
2025-05-12 | 13F | 受托家族办公室有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-17 | 13F | 阿格斯投资者顾问公司 | 4,784 | -0.83 | 3,730 | -6.40 | ||||
2025-08-11 | 13F | 阿耳忒弥斯投资管理有限公司 | 72,097 | -3.96 | 56,202 | -9.35 | ||||
2025-04-17 | 13F | 湾桥资本集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 近藤财富顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | TFB 顾问有限责任公司 | 1,671 | -4.89 | 1,303 | -10.27 | ||||
2025-08-11 | 13F | 信托银行 | 11,695 | -8.07 | 9,117 | -13.23 | ||||
2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 4,087 | -12.80 | 3,186 | -17.72 | ||||
2025-03-31 | NP | FQAL - 富达质量因子 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 | 24,764 | -1.47 | 20,086 | -3.68 | ||||
2025-08-12 | 13F | 装甲投资顾问有限责任公司 | 1,707 | -0.52 | 1,331 | -6.14 | ||||
2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 89 | -11.00 | 74 | -5.19 | ||||
2025-07-31 | 13F | 史密斯集团资产管理有限责任公司 | 1,594 | -1.24 | 1,243 | -6.83 | ||||
2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 320 | -30.28 | 249 | -34.30 | ||||
2025-05-30 | NP | MBOX - 自由日股息 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | 里程碑资产管理有限公司 | 500 | -46.52 | 390 | -49.61 | ||||
2025-08-13 | 13F | Nbw资本有限公司 | 464 | -25.04 | 362 | -29.35 | ||||
2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 全球增长 II 级 | 3,870 | -1.98 | 3,017 | -7.48 | ||||
2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 2,445 | -0.65 | 1,906 | -6.25 | ||||
2025-08-14 | 13F | 洛德雅培有限公司 | 147,438 | -33.87 | 115 | -38.04 | ||||
2025-08-15 | 13F | 全球视野资本管理有限公司 | 505 | -2.32 | 394 | -7.75 | ||||
2025-08-05 | 13F | 九点合伙人有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 5,229,285 | -5.02 | 4,076,385 | -10.35 | ||||
2025-08-12 | 13F | 基石资本公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 2,415 | -3.52 | 1,883 | -8.95 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -2,554 | 229.12 | -1,991 | 210.94 | |||
2025-08-26 | NP | FCTR - First Trust Lunt 美国因子轮换 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 | 521 | -16.91 | 406 | -21.47 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 10,656 | -3.64 | 8,307 | -9.06 | ||||
2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 3,630 | -28.91 | 2,830 | -32.91 | ||||
2025-08-22 | NP | 哥伦比亚基金可变保险信托 - 哥伦比亚可变投资组合 - 反向核心基金 1 级 | 38,969 | -7.45 | 30,378 | -12.65 | ||||
2025-08-28 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- Invesco Oppenheimer VI 全球基金系列 II | 66,475 | -10.98 | 51,819 | -15.98 | ||||
2025-08-11 | 13F | 协同投资管理有限责任公司 | 1,237 | -0.24 | 964 | -5.87 | ||||
2025-05-15 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 535 | -41.59 | 0 | |||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘核心 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 | 112 | -46.41 | 101 | -40.83 | ||||
2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,729 | -8.63 | 11,443 | 1.27 | ||||
2025-04-22 | 13F | Breakthru 咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 三合一金融合作伙伴有限责任公司 | 508 | -23.95 | 396 | -28.31 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | 386,287 | -13.64 | 301,122 | -18.49 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 5,186 | -5.26 | 4,041 | -10.60 | ||||
2025-07-31 | 13F | 联合投资顾问有限公司 | 267 | -1.11 | 208 | -6.76 | ||||
2025-07-15 | 13F | 信诺投资公司/新 | 7,887 | -2.13 | 6 | 0.00 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 70,465 | -16.58 | 54,930 | -21.27 | ||||
2025-08-07 | 13F | 第一来源银行 | 34,338 | -1.94 | 26,768 | -7.44 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 304,244 | -9.31 | 237,167 | -14.40 | ||||
2025-08-28 | NP | LYFCX - AlphaCentric LifeSci 医疗保健基金 C 类 | 3,657 | -25.58 | 2,851 | -29.77 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 304,467 | -8.24 | 237,341 | -13.40 | ||||
2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 70,807 | -5.08 | 55,196 | -10.41 | ||||
2025-07-31 | 13F | 新泽西州共同养老基金 D | 271,721 | -0.01 | 211,815 | -5.63 | ||||
2025-06-27 | NP | HACAX - 港湾资本增值基金机构级 | 1,007,102 | -2.62 | 905,334 | 7.93 | ||||
2025-04-21 | 13F | 做得好,有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 萨图纳资本公司 | 593,584 | -1.19 | 462,717 | -6.74 | ||||
2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 2,786 | -8.86 | 2,172 | -13.95 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-24 | 13F | True Link 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-01 | 13F | XR 证券有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-29 | 13F | 价值观第一顾问公司 | 363 | -24.53 | 283 | -28.97 | ||||
2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,292 | -19.87 | 9,067 | -35.80 | ||||
2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 30,492 | -2.15 | 23,769 | -7.64 | ||||
2025-05-15 | 13F | Boussard & Gavaudan 投资管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-15 | 13F | 磁星金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | DFVX - 维度美国大盘矢量 ETF | 68 | -8.11 | 61 | 1.67 | ||||
2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 4,331 | -9.62 | 3,376 | -14.68 | ||||
2025-08-14 | 13F | 南岸银行 | 11,343 | -0.86 | 8,842 | -6.42 | ||||
2025-06-26 | NP | FACDX - 富达顾问医疗保健基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 245,000 | -5.77 | 220,243 | 4.44 | ||||
2025-07-28 | 13F | 布林莫尔信托公司 | 37,704 | -4.52 | 29,391 | -9.89 | ||||
2025-08-12 | 13F | 景观资本管理有限公司 | 2,234 | -55.18 | 1,741 | -57.70 | ||||
2025-08-14 | 13F | 泛美金融顾问公司 | 52 | -99.26 | 40 | 700.00 | ||||
2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 8,819 | -3.44 | 6,875 | -8.87 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 设立成长基金 (a) | 294,391 | -17.79 | 229,487 | -22.41 | ||||
2025-07-24 | NP | SUHAX - DWS 健康与保健基金 A 级 | 38,207 | -1.80 | 28,184 | -21.31 | ||||
2025-08-14 | 13F | 迪尔伯恩合伙公司 | 4,872 | -4.88 | 3,798 | -10.24 | ||||
2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 851 | -3.41 | 663 | -2.79 | ||||
2025-08-26 | NP | Profunds - Profunds 医疗保健副总裁 | 4,823 | -1.69 | 3,760 | -7.21 | ||||
2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 1,568 | -9.68 | 1,410 | 0.07 | ||||
2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 1,597 | -14.60 | 1,436 | -5.34 | ||||
2025-07-17 | 13F | 温室财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 支点资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 145,246 | -12.95 | 115,077 | -16.15 | ||||
2025-07-15 | 13F | 渴望资本顾问有限责任公司 | 478 | -24.61 | 372 | -29.01 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 2,003 | -3.70 | 1,527 | -20.60 | ||||
2025-08-13 | 13F | 德布洛集团公司 | 28,528 | -11.37 | 22,238 | -16.35 | ||||
2025-07-21 | 13F | Clarity 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | 联邦退休投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 1,530 | -5.20 | 1,193 | -10.58 | ||||
2025-06-30 | NP | VGHCX - 先锋医疗保健基金投资者股票 | 4,939,757 | -4.25 | 4,440,595 | 6.12 | ||||
2025-08-28 | NP | Tekla 医疗保健投资者 | 38,079 | -7.42 | 29,684 | -12.62 | ||||
2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 20,815 | -1.34 | 16,226 | -6.88 | ||||
2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 928 | -5.31 | 723 | -4.37 | ||||
2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 3,433 | -7.86 | 2,676 | -13.03 | ||||
2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 204,488 | -9.33 | 159,405 | -14.42 | ||||
2025-07-24 | NP | FSPHX - 医疗保健产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 380,000 | -12.04 | 280,315 | -29.52 | ||||
2025-07-25 | 13F | 米切尔资本管理公司 | 7,035 | -43.32 | 5,429 | -47.04 | ||||
2025-07-22 | 13F | 萨顿广场投资者有限公司 | 507 | -1.55 | 395 | -7.06 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 67,370 | -1.94 | 43,175 | -23.91 | ||||
2025-06-10 | 13F | 指南针金融服务公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 木兰资本顾问有限公司 | 2,712 | -0.44 | 2,114 | -6.00 | ||||
2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 2,576 | -39.17 | 2,008 | -42.62 | ||||
2025-08-25 | NP | RGOIX - RBC 全球机会基金 I 级 | 10,800 | -12.20 | 8,419 | -17.13 | ||||
2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 107 | -4.46 | 83 | -9.78 | ||||
2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 7,066 | -3.43 | 5,508 | -8.85 | ||||
2025-05-09 | 13F | 大西洋私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-23 | 13F | JCIC资产管理公司 | 4,199 | -1.71 | 3,468 | 5.16 | ||||
2025-08-26 | NP | GGEYX - 机构成长股票基金 | 8,403 | -40.82 | 6,550 | -44.15 | ||||
2025-08-01 | 13F | 橡树林资本有限责任公司 | 38,304 | -47.32 | 29,859 | -50.27 | ||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 12,987 | -66.07 | 10,125 | -67.97 | ||||
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 | 180,349 | -0.30 | 140,587 | -5.90 | ||||
2025-08-26 | NP | DGAGX - BNY Mellon Appreciation Fund, Inc. 投资者股票 | 24,750 | -1.00 | 19,293 | -6.56 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 成长系列初始类别 | 6,612 | -73.53 | 5,154 | -75.02 | ||||
2025-07-24 | NP | SHSSX - 贝莱德健康科学机会投资组合机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 778,943 | -14.53 | 574,603 | -31.51 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/s&p 4 基金 (a) | 101,270 | -4.14 | 78,943 | -9.52 | ||||
2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 23,384 | -19.91 | 18,228 | -24.41 | ||||
2025-07-22 | 13F | 萨瓦信息公司 | 9,560 | -0.93 | 7,452 | -6.50 | ||||
2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 62,288 | -1.53 | 45,948 | -21.10 | ||||
2025-06-26 | NP | SPECX - Alger Spectra 基金 A 类 | 30,699 | -17.94 | 27,597 | -9.06 | ||||
2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 1,469 | -0.27 | 1,146 | -5.84 | ||||
2025-07-25 | 13F | 财富建筑师有限责任公司 | 2,746 | -4.25 | 2,141 | -9.63 | ||||
2025-08-05 | 13F | 主街研究有限责任公司 | 2,679 | -19.77 | 2,088 | -24.30 | ||||
2025-08-14 | 13F | SIH 合伙人有限责任合伙公司 | 0 | -100.00 | 0 | |||||
2025-04-14 | 13F | 选择性财富管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 威利斯约翰逊公司 | 378 | -10.21 | 294 | -15.52 | ||||
2025-07-30 | 13F | Securian 资产管理公司 | 41,127 | -1.51 | 32,060 | -7.04 | ||||
2025-08-13 | 13F | 麦高恩集团资产管理公司 | 21,607 | -0.92 | 16,843 | -6.48 | ||||
2025-06-30 | 13F/A | 德意志银行\ | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-23 | 13F | 哈迪里德有限责任公司 | 1,036 | -6.50 | 808 | -11.80 | ||||
2025-08-14 | 13F | Ssi投资管理有限公司 | 506 | -31.25 | 394 | -35.09 | ||||
2025-08-12 | 13F | 创始者有限公司 | 428 | -70.50 | 334 | -72.20 | ||||
2025-08-11 | 13F | 绝对投资投资有限公司。 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 11,301 | -3.27 | 8,809 | -8.70 | ||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 100 | -50.00 | 78 | -53.33 | |||
2025-08-28 | NP | XLV - 医疗保健精选行业 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 | 5,515,903 | -3.02 | 4,299,812 | -8.46 | ||||
2025-06-17 | NP | GSRAX - 高盛股息上涨增长基金 A 类 | 6,851 | -4.13 | 6,159 | 6.26 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 644 | -11.78 | 501 | -18.43 | ||||
2025-03-27 | NP | SEEKX - Steward 大盘增强指数基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 1,641 | -2.03 | 1,279 | -7.52 | ||||
2025-08-11 | 13F | 元素资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 335 | -51.66 | 261 | -54.55 | ||||
2025-08-14 | 13F | 克劳福德基金管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-28 | NP | 放大 ETF 信托 - 放大减肥药物和治疗 ETF | 474 | -36.03 | 369 | -39.61 | ||||
2025-06-05 | NP | GTCEX - 战略股票投资组合 | 3,171 | -49.23 | 2,851 | -43.74 | ||||
2025-08-26 | NP | QLMAOX - ClearBridge 可变增值投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,621 | -12.35 | 21,531 | -17.27 | ||||
2025-08-14 | 13F | Tandem 财富顾问有限责任公司 | 952 | -3.25 | 742 | -8.62 | ||||
2025-06-24 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 5,472 | -25.64 | 4,919 | -17.58 | ||||
2025-08-05 | 13F | 好事达公司 | 1,596 | -93.46 | 1,244 | -93.83 | ||||
2025-08-13 | 13F | 莫顿社区银行 | 1,070 | -0.93 | 834 | -6.40 | ||||
2025-08-13 | 13F | 阿尔法家族信托 | 1,660 | -4.87 | 1,294 | -10.20 | ||||
2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 1,091 | -2.85 | 847 | 0.00 | ||||
2025-08-06 | 13F | 石屋投资管理有限公司 | 97 | -11.82 | 76 | -16.67 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -20 | -16 | |||||
2025-07-29 | 13F | 莱尔财富管理有限公司 | 2,391 | -2.21 | 1,864 | -7.73 | ||||
2025-08-07 | 13F | Comgest全球投资公司 | 361,489 | -19.48 | 281,792 | -24.00 | ||||
2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 511 | -11.90 | 398 | -16.91 | ||||
2025-07-24 | NP | FBALX - 富达平衡基金 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 | 486,994 | -0.13 | 359,241 | -19.98 | ||||
2025-07-29 | 13F | 东北投资管理公司 | 54,615 | -1.53 | 42,574 | -7.05 | ||||
2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 288,964 | -1.18 | 225,256 | -6.73 | ||||
2025-07-22 | 13F | 雪松山顾问有限责任公司 | 10 | -61.54 | 8 | -66.67 | ||||
2025-08-11 | 13F | 展望财富顾问有限责任公司 | 296 | -7.21 | 231 | -12.55 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 2,803 | -5.97 | 2,185 | -11.25 | ||||
2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 1,795 | -5.58 | 1,399 | -10.83 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 1,205 | -57.91 | 939 | -60.28 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 6,886 | -1.50 | 5,368 | -7.03 | ||||
2025-07-14 | 13F | 财务增强集团有限责任公司 | 2,190 | -0.54 | 1,737 | -4.72 | ||||
2025-05-14 | 13F | 绝对资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 1,167 | -35.24 | 910 | -38.84 | ||||
2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Ascent 资本管理有限公司 | 493 | -0.40 | 385 | -6.11 | ||||
2025-08-13 | 13F | 第1832章 | 43,828 | -83.69 | 34,165 | -84.61 | ||||
2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 5,491 | -9.43 | 4,280 | -14.52 | ||||
2025-08-22 | NP | MMLNIX - 全球集中投资组合 I 类 | 4,147 | -0.81 | 3,233 | -6.40 | ||||
2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 31,500 | -9.38 | 24,555 | -14.46 | ||||
2025-08-12 | 13F | 阿达塔资本管理有限责任公司 | 505 | -0.98 | 394 | -6.65 | ||||
2025-08-28 | NP | Tekla 医疗保健机会基金 | 97,640 | -18.08 | 76,113 | -22.68 | ||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 3,481 | -2.52 | 2,713 | -8.00 | ||||
2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 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 | 1,719,828 | -6.41 | 1,268,666 | -25.01 | ||||
2025-08-05 | 13F | 百年银行/AR/ | 423 | -23.78 | 330 | -28.17 | ||||
2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | 精英财富管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-20 | 13F/A | 汤普森戴维斯公司 | 1,537 | -4.06 | 1,198 | -9.45 | ||||
2025-08-05 | 13F | 维瑞特资产管理公司 | 678 | -48.71 | 529 | -51.56 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 4,683 | -3.42 | 3,651 | -8.86 | ||||
2025-08-04 | 13F | 密钥银行国家协会/哦 | 120,361 | -10.74 | 93,825 | -15.75 | ||||
2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 4,620 | -60.10 | 3,601 | -62.35 | ||||
2025-06-24 | NP | KLCAX - 联邦考夫曼大盘基金 A 类股票 | 18,680 | -22.17 | 16,792 | -13.73 | ||||
2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 7,323 | -0.16 | 5,402 | -20.01 | ||||
2025-08-11 | 13F | LCNB公司 | 1,845 | -1.23 | 1,438 | -6.74 | ||||
2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | iA全球资产管理公司 | 23,564 | -3.94 | 18 | -10.00 | ||||
2025-07-11 | 13F | 格兰特私人财富管理公司 | 436 | -49.24 | 340 | -52.05 | ||||
2025-08-01 | 13F | 枪证券公司 | 5,053 | -43.74 | 3,988 | -45.73 | ||||
2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 541 | -8.92 | 422 | -14.08 | ||||
2025-07-18 | 13F | Centricity 财富管理有限公司 | 820 | -0.36 | 639 | -5.89 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 14,369 | -2.62 | 11,201 | -8.08 | ||||
2025-08-14 | 13F | Mbb 公共市场 I Llc | 307 | -18.35 | 239 | -22.90 | ||||
2025-08-15 | 13F | Puff 财富管理有限责任公司 | 278 | -2.80 | 217 | -8.05 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 3,866 | -1.60 | 3,014 | -7.12 | ||||
2025-08-12 | 13F | 伊萨卡集团有限公司 | 8,403 | -1.82 | 6,550 | -7.33 | ||||
2025-08-13 | 13F | 埃奇伍德管理有限公司 | 1,982,817 | -4.90 | 1,545,665 | -10.24 | ||||
2025-04-24 | 13F | 家庭投资中心有限公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | BOS 资产管理有限责任公司 | 6,483 | -1.40 | 5,054 | -6.94 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 19,500 | -52.67 | 15,201 | -55.33 | |||
2025-04-30 | 13F | POM 投资策略有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 75,144 | -5.53 | 67,551 | 4.70 | ||||
2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 1,955 | -0.31 | 1,524 | -5.93 | ||||
2025-08-26 | NP | PGLOX - T. Rowe Price 全球消费者基金 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 | 289 | -1.70 | 225 | -7.02 | ||||
2025-08-26 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 6,454 | -22.81 | 5,031 | -27.14 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 367 | -9.61 | 286 | -14.63 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 1,477 | -44.52 | 1,151 | -47.63 | ||||
2025-08-26 | NP | PRWAX - T. Rowe Price 新美国成长基金 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 | 128,385 | -58.33 | 100,080 | -60.67 | ||||
2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 1,025 | -3.48 | 799 | -8.89 | ||||
2025-07-17 | 13F | 清洁收益集团 | 3,391 | -0.09 | 2,643 | -5.71 | ||||
2025-07-18 | 13F | BSW财富合作伙伴 | 3,479 | -3.09 | 2,712 | -8.57 | ||||
2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 200 | -1.48 | 156 | -7.19 | ||||
2025-07-28 | 13F | 刚玉信托公司 | 1,102 | -3.76 | 859 | -9.10 | ||||
2025-07-21 | 13F | TFG 顾问有限责任公司 | 3,461 | -0.09 | 2,698 | -5.70 | ||||
2025-08-13 | 13F | 史密斯摩尔公司 | 5,854 | -9.17 | 4,564 | -14.26 | ||||
2025-08-13 | 13F | 莱德劳财富管理有限责任公司 | 895 | -0.11 | 698 | -5.81 | ||||
2025-07-09 | 13F | 费玛塔顾问有限责任公司 | 441 | -64.75 | 344 | -66.76 | ||||
2025-08-29 | NP | MGNDX - Praxis 增长指数基金 A 类 | 20,910 | -2.34 | 16,300 | -7.82 | ||||
2025-03-31 | NP | VMNVX - 先锋全球最低波动性基金 Admiral Shares | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 史密斯布里奇资产管理公司/德国 | 12,787 | -4.94 | 9,968 | -10.29 | ||||
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 | 17,505 | -2.81 | 13,646 | -8.28 | ||||
2025-06-16 | 13F | 彼得森财富管理 | 4,157 | -16.04 | 3,433 | -10.18 | ||||
2025-07-25 | NP | ILGGX - 哥伦比亚综合大盘成长基金机构类 | 6,443 | -20.21 | 4,753 | -36.08 | ||||
2025-08-13 | 13F | 西切斯特资本顾问公司 | 3,103 | -0.39 | 2,419 | -5.99 | ||||
2025-07-23 | 13F | 吉尔德投资管理公司 | 3,151 | -2.78 | 2,456 | -8.22 | ||||
2025-08-11 | 13F | TSP 资本管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | 贝莱德基金 - 贝莱德可持续优势全球股票基金 K 级 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 131 | -0.76 | 118 | 9.35 | ||||
2025-07-08 | 13F | 金石金融集团有限公司 | 317 | -20.15 | 248 | -24.70 | ||||
2025-07-21 | 13F | 111资本 | 1,518 | -48.03 | 1,183 | -50.95 | ||||
2025-08-11 | 13F | 哈德逊峡谷资本管理公司 | 3,846 | -2.01 | 2,998 | -7.50 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 131,517 | -2.06 | 102,521 | -7.56 | ||||
2025-05-14 | 13F | 托罗索投资有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-09 | 13F | 企业银行 | 344 | -37.23 | 268 | -40.71 | ||||
2025-03-27 | NP | EKJAX - 富国银行高级大型公司成长基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 独立财富网络公司 | 485 | -0.41 | 378 | -5.97 | ||||
2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 869 | -19.31 | 677 | -23.85 | ||||
2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 13,108 | -6.41 | 10,218 | -11.66 | ||||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 1,564 | -0.95 | 1,219 | -6.60 | ||||
2025-08-07 | 13F | 工厂互助保险公司 | 86,500 | -4.42 | 67,429 | -9.79 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Put | 5,800 | -24.68 | 4,521 | -28.90 | |||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 134,292 | -17.51 | 104,685 | 2.94 | ||||
2025-08-13 | 13F | NKCFO有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 930 | -2.52 | 725 | -8.01 | ||||
2025-07-09 | NP | Putnam ETF 信托 - Putnam 可持续领导者 ETF - | 18,225 | -5.36 | 13,444 | -24.17 | ||||
2025-04-21 | 13F | 塔代路德维希联合公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 2,069 | -0.58 | 1,905 | 15.05 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Call | 4,500 | -37.50 | 3,508 | -41.02 | |||
2025-04-22 | 13F | 曼宁纳皮尔顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-01 | 13F | Stonehearth资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 1,244 | -2.12 | 970 | -7.63 | ||||
2025-06-26 | NP | ALARX - 阿尔杰资本增值机构基金I类 | 18,397 | -24.54 | 16,538 | -16.37 | ||||
2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | 255 | -10.84 | 199 | -16.10 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理大盘增长基金 I 类 | 1,042 | -53.54 | 812 | -56.16 | ||||
2025-05-12 | 13F | 三菱日联证券欧洲、中东和非洲有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 五大洋顾问 | 1,210 | -3.51 | 943 | -8.89 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 105,712 | -4.99 | 82,406 | -10.33 | ||||
2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 3,276 | -2.35 | 2,554 | -7.83 | ||||
2025-08-04 | 13F | 卡雷特资产管理有限公司 | 5,253 | -0.10 | 4,095 | -5.71 | ||||
2025-03-31 | NP | JSFBX - 约翰汉考克海港多/空基金 A 类 | 4,484 | -12.61 | 3,637 | -14.59 | ||||
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 | 1,248 | -6.94 | 1,012 | -8.99 | ||||
2025-06-25 | NP | 富国银行全球股息机会基金 | 4,021 | -18.59 | 3,615 | -9.76 | ||||
2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 5,419 | -3.51 | 4,225 | -8.93 | ||||
2025-08-14 | 13F | 合伙人资本投资集团有限责任公司 | 1,012 | -49.90 | 789 | -52.76 | ||||
2025-07-30 | 13F | CORDA 投资管理有限公司。 | 1,550 | -3.37 | 1,208 | -8.76 | ||||
2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 113,102 | -27.32 | 88,166 | -31.40 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 18,312 | -10.85 | 14,274 | -15.85 | ||||
2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 152,490 | -5.56 | 137,081 | 4.67 | ||||
2025-06-25 | NP | DRRAX - 纽约梅隆银行全球真实回报基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | 遗产信托 | 1,024 | -11.50 | 798 | -16.44 | ||||
2025-08-14 | 13F | Sig 经纪公司 | Call | 8,300 | -17.00 | 6,470 | -21.66 | |||
2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 4,821,284 | -0.74 | 3,758,336 | -6.32 | ||||
2025-06-24 | NP | FGRAX - 富兰克林成长机会基金 A 类 | 162,312 | -1.12 | 145,910 | 9.59 | ||||
2025-06-24 | NP | MTRAX - MainStay Income Builder 基金 A 类 | 4,708 | -26.02 | 4,232 | -18.00 | ||||
2025-08-12 | 13F | 北极星金融公司 | 338 | -69.71 | 263 | -71.44 | ||||
2025-07-17 | 13F | 斯托克曼财富管理公司 | 1,631 | -2.04 | 1,271 | -7.56 | ||||
2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | USAAX - 成长基金股票 | 54,106 | -21.38 | 48,639 | -12.87 | ||||
2025-08-26 | NP | GLBIX - Leuthold 全球基金机构类 | Short | -15 | -12 | |||||
2025-07-30 | 13F | 永美财富管理有限公司 | 3,762 | -4.15 | 2,933 | -9.53 | ||||
2025-03-25 | NP | MFSIX - 麦迪逊可持续股票基金可持续股票基金 I 类 | 228 | -71.25 | 185 | -71.99 | ||||
2025-07-30 | NP | AMAGX - 阿曼那成长基金投资者股票 | 290,435 | -4.96 | 214,245 | -23.85 | ||||
2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 23,931 | -0.44 | 18,655 | -6.03 | ||||
2025-07-16 | 13F | 美国资产管理有限公司 | 1,823 | -1.19 | 1,421 | 142,000.00 | ||||
2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 10,181 | -4.05 | 9,152 | 6.34 | ||||
2025-07-15 | 13F | 第一城市资本管理公司 | 6,244 | -1.41 | 4,867 | -6.94 | ||||
2025-07-02 | 13F | 克拉姆利联合公司 | 599 | -38.82 | 467 | -42.33 | ||||
2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-15 | 13F | Soleus 资本管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 7,441 | -21.87 | 5,800 | -26.26 | ||||
2025-08-12 | 13F | 私人管理集团公司 | 608 | -6.32 | 474 | -11.75 | ||||
2025-07-16 | 13F | 百达银行和Cie Sa银行 | 82,992 | -5.99 | 64,695 | -11.27 | ||||
2025-08-13 | 13F | JPB基金会 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 1,256 | -5.28 | 979 | -10.68 | ||||
2025-08-06 | 13F | 霍尔马克资本管理公司 | 2,740 | -4.06 | 2,136 | -9.46 | ||||
2025-07-28 | NP | ETHSX - 伊顿万斯全球健康科学基金 A 级 | 115,906 | -2.22 | 85,500 | -21.65 | ||||
2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 3,299 | -2.14 | 2,572 | -7.65 | ||||
2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 4,849 | -10.75 | 3,780 | -5.03 | ||||
2025-05-23 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 1,159 | -5.77 | 957 | 0.84 | ||||
2025-07-08 | 13F | 赎金咨询有限公司 | 1,151 | -3.76 | 897 | -9.12 | ||||
2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 2,535 | -16.69 | 2,279 | -7.70 | ||||
2025-08-07 | 13F | 恩瓦姆有限公司 | 1,696 | -0.64 | 1,322 | -6.24 | ||||
2025-07-28 | 13F | 戴维森信托公司 | 644 | -24.68 | 502 | -28.90 | ||||
2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 852 | -2.07 | 664 | -7.52 | ||||
2025-08-04 | 13F | 科瓦克顾问公司 | 3,959 | -13.65 | 3,086 | -18.49 | ||||
2025-08-26 | NP | VHIAX - 摩根大通成长优势基金 A 类 | 356,872 | -40.89 | 278,192 | -44.21 | ||||
2025-06-30 | NP | AIM 股票基金(INVESCO 股票基金)- Invesco Oppenheimer Main Street Fund C 类 | 201,671 | -10.82 | 181,292 | -1.16 | ||||
2025-07-29 | 13F | 积极财富管理 | 192 | -16.52 | 150 | -21.16 | ||||
2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 1,187 | -4.81 | 917 | -10.88 | ||||
2025-08-12 | 13F | 有抱负的创业公司 | 347 | -1.98 | 270 | -1.46 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 17,984 | -0.09 | 14,019 | -5.70 | ||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 399,161 | -3.16 | 358,826 | 7.33 | ||||
2025-07-11 | 13F | 利润投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 德国商业银行股份公司 /fi | 40,528 | -0.07 | 32 | -6.06 | ||||
2025-08-12 | 13F | 左脑财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 纽约梅隆银行 | 5,210,715 | -6.70 | 4,061,909 | -11.94 | ||||
2025-07-29 | 13F | 奥尔门罗投资管理公司 | 9,707 | -3.58 | 7,567 | -9.00 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 17,149 | -1.03 | 13,369 | -6.58 | ||||
2025-07-28 | NP | RXL - ProShares 超级医疗保健 | 8,412 | -3.92 | 6,205 | -23.01 | ||||
2025-07-09 | 13F | 市场街财富管理顾问有限公司 | 15,739 | -0.76 | 12,269 | -6.33 | ||||
2025-07-22 | 13F | 麦克诺顿财富管理有限责任公司 | 860 | -1.38 | 670 | -6.94 | ||||
2025-07-23 | 13F | 定义财务规划有限责任公司 | 364 | -13.54 | 281 | -17.40 | ||||
2025-08-04 | 13F | 海滨财富公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 21,800 | -52.81 | 16,994 | -55.47 | ||||
2025-07-14 | 13F | 银行与信托公司 | 11,570 | -2.53 | 9,019 | -8.00 | ||||
2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 252 | -4.55 | 197 | -10.09 | ||||
2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 1,436 | -17.14 | 1,186 | -11.29 | ||||
2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,400 | -9.57 | 9,575 | 4.68 | ||||
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 | 9,540,241 | -0.01 | 7,436,904 | -5.62 | ||||
2025-07-14 | 13F | 格里斯金融有限公司 | 1,987 | -5.47 | 1,549 | -10.83 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 223,357 | -8.32 | 174,113 | -13.47 | ||||
2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 171 | -2.29 | 126 | -21.74 | ||||
2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 3,164 | -21.66 | 2,466 | -26.06 | ||||
2025-07-29 | 13F | 有志者有限公司 | 631 | -3.81 | 492 | -9.24 | ||||
2025-08-12 | 13F | 量子私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 62 | -4.62 | 48 | -9.43 | ||||
2025-08-13 | 13F | 新斯科舍银行信托公司 | 447 | -9.15 | 348 | -14.29 | ||||
2025-07-31 | 13F | BIP 联盟有限责任公司 | 430 | -3.80 | 335 | -9.21 | ||||
2025-08-07 | 13F | 菲德利斯资本合伙人有限责任公司 | 7,900 | -0.69 | 5,896 | -16.22 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州社会意识基金标准级 | 16,936 | -2.98 | 13,202 | -8.43 | ||||
2025-07-24 | 13F | 标准人寿安本有限公司 | 893,856 | -2.22 | 695,053 | -6.28 | ||||
2025-08-14 | 13F | 福帆资本有限责任公司 | 1,636 | -5.87 | 1,275 | -11.15 | ||||
2025-08-05 | 13F | 吉尔伯特和库克公司 | 1,771 | -0.67 | 1,380 | -6.25 | ||||
2025-08-12 | 13F | 新英格兰退休计划公司 | 2,740 | -1.90 | 2,136 | -7.41 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 920 | -4.86 | 717 | -10.15 | ||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 10,981 | -0.42 | 8,560 | -6.01 | ||||
2025-07-18 | 13F | 第一联合银行信托/ | 916 | -1.08 | 714 | -6.54 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Clearbridge 大盘成长 ESG 投资组合 IB 类 | 8,800 | -2.22 | 6,860 | -7.72 | ||||
2025-08-14 | 13F | 资本规划顾问有限责任公司 | 2,985 | -1.58 | 2,327 | -7.11 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 38,259 | -13.62 | 29,824 | -18.47 | ||||
2025-07-01 | 13F | 港口投资咨询有限公司 | 10,113 | -0.09 | 7,884 | -5.71 | ||||
2025-07-10 | 13F | 安德鲁希尔投资顾问公司 | 0 | -100.00 | 0 | |||||
2025-04-23 | 13F | BridgePort 金融解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 569 | -1.22 | 0 | |||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 2,884 | -33.55 | 2,382 | -28.93 | ||||
2025-03-26 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 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 | 8,598 | -2.63 | 6,702 | -8.09 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 9,631 | -7.66 | 7,508 | -12.85 | ||||
2025-05-07 | 13F | 无畏投资集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | Builder投资集团公司/adv | 26,889 | -0.19 | 20,961 | -5.79 | ||||
2025-06-26 | NP | LGLAX - 阿贝特勋爵成长领袖基金 A 类 | 88,327 | -49.11 | 79,402 | -43.12 | ||||
2025-07-24 | 13F | 财务安全顾问公司 | 3,992 | -0.18 | 3,112 | -5.78 | ||||
2025-08-12 | 13F | 马丁可利有限公司 | 34,544 | -0.86 | 26,928 | -6.42 | ||||
2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 21,849 | -6.52 | 19,641 | 3.60 | ||||
2025-07-15 | 13F | 卡根科科扎资产管理公司 | 2,615 | -0.95 | 2,038 | -6.51 | ||||
2025-03-27 | NP | 富国银行大师信托 - 富国银行多元化大盘成长投资组合 多元化大盘成长投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | 米罗娃美国有限责任公司 | 395,255 | -35.28 | 308,113 | -38.92 | ||||
2025-06-27 | NP | UPSD - Aptus 大盘上涨 ETF | 364 | -9.00 | 327 | 0.93 | ||||
2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 3,954 | -6.41 | 3,082 | -11.69 | ||||
2025-08-28 | NP | ARIGX - 亚里士多德成长股票基金 I 类 | 3,164 | -21.86 | 2,466 | -26.26 | ||||
2025-08-14 | 13F | 瑞银集团 | Put | 399,730 | -12.09 | 311,602 | -17.03 | |||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 55,541 | -2.57 | 43,296 | -8.04 | ||||
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 | 23,775 | -16.47 | 21,373 | -7.42 | ||||
2025-08-12 | 13F | 金融倡导者投资管理 | 5,144 | -16.91 | 4,010 | -21.59 | ||||
2025-07-09 | 13F | 林肯资本公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 328 | -3.53 | 256 | -8.93 | ||||
2025-08-12 | 13F | 认可财富管理有限责任公司 | 158 | -63.51 | 123 | -65.55 | ||||
2025-08-13 | 13F | Aspire Growth Partners有限责任公司 | 1,158 | -4.46 | 903 | -4.14 | ||||
2025-05-15 | 13F | Lgl 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Elm3 金融集团有限责任公司 | 5,914 | -7.84 | 4,611 | -13.00 | ||||
2025-07-16 | 13F | 老虎橡树管理有限公司 | 636 | -5.92 | 496 | -11.29 | ||||
2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 18,323 | -0.08 | 14,283 | -5.69 | ||||
2025-08-07 | 13F | 纳维利尔联合公司 | 24,141 | -1.69 | 18,819 | -6.71 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 18,128,627 | -2.15 | 14,069,347 | -7.76 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 2,836 | -0.32 | 2,210 | -5.92 | ||||
2025-08-14 | 13F | 魁北克储蓄银行 | 546,408 | -28.58 | 425,941 | -32.59 | ||||
2025-08-11 | 13F | Sharpepoint 有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 索罗斯基金管理公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 摩根士丹利 | 14,868,496 | -0.04 | 11,590,440 | -5.65 | ||||
2025-08-08 | 13F | 格林资本管理有限公司 | 7,041 | -3.43 | 5,489 | -8.85 | ||||
2025-07-18 | 13F | 传统金融服务有限责任公司 | 1,858 | -1.48 | 1,448 | -7.00 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 2,425 | -0.45 | 1,890 | -6.06 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 102,457 | -34.86 | 79,868 | -38.52 | ||||
2025-08-26 | NP | PINK - 简化医疗保健 ETF | 14,117 | -1.21 | 11,005 | -6.76 | ||||
2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 62,602 | -11.71 | 48,800 | -16.66 | ||||
2025-08-27 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- Invesco Oppenheimer VI 资本增值基金系列 II | 7,680 | -17.19 | 5,987 | -21.84 | ||||
2025-05-01 | 13F | 谢克特投资顾问有限公司 | 7,433 | -3.76 | 6,139 | 2.97 | ||||
2025-07-29 | NP | SGLIX - SGI 全球股票基金 I 类股票 | 516 | -2.64 | 381 | -21.97 | ||||
2025-07-28 | 13F | 英国全球资产管理公司 | 68,769 | -3.47 | 54 | -8.62 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 17,687 | -10.71 | 13,787 | -15.72 | ||||
2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 6,356 | -17.76 | 4,955 | -22.39 | ||||
2025-05-22 | NP | AQGNX - AQR 全球股票基金 N 类 | 1,743 | -70.56 | 1,440 | -68.52 | ||||
2025-07-09 | 13F | 韦斯特伯恩投资公司 | 2,155 | -24.12 | 1,680 | -28.40 | ||||
2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,320 | -5.51 | 26,753 | -10.81 | ||||
2025-08-08 | 13F | 王财富 | 16,538 | -34.81 | 13 | -40.00 | ||||
2025-08-14 | 13F | Artia全球合作伙伴有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 2,787 | -0.21 | 2,173 | -5.81 | ||||
2025-07-17 | 13F | 斯巴达计划与财富管理 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 奥斯汀财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 15,045 | -4.48 | 11,728 | -9.84 | ||||
2025-06-26 | NP | NEWFX - 新世界基金公司 A 类 | 757,351 | -15.38 | 680,821 | -6.21 | ||||
2025-07-29 | 13F | 乌尔曼普莱斯证券有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | IMS资本管理公司 | 359 | -84.25 | 280 | -85.18 | ||||
2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 4,479 | -25.09 | 3,492 | -29.29 | ||||
2025-07-17 | 13F | 利维蒂金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 1,788 | -5.94 | 1,394 | -11.22 | ||||
2025-08-29 | NP | JAGLX - 骏利亨德森全球生命科学基金 T 级 | 501,085 | -6.48 | 390,611 | -11.73 | ||||
2025-08-04 | 13F | 翡翠顾问有限公司 | 1,047 | -18.27 | 816 | -22.80 | ||||
2025-07-23 | 13F | 奥斯汀资产管理公司 | 3,685 | -1.31 | 2,873 | -6.87 | ||||
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 | 38,002 | -5.48 | 29,624 | -10.79 | ||||
2025-06-23 | NP | 伊顿万斯税收优惠全球股息收入基金 | 22,044 | -22.86 | 19,816 | -14.51 | ||||
2025-07-22 | 13F | 古铁雷斯财富咨询有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | 加速财富管理 | 971 | -1.52 | 757 | -7.00 | ||||
2025-07-24 | NP | 贝莱德资本增值基金有限公司 - 贝莱德资本增值基金有限公司 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 | 144,840 | -7.36 | 106,844 | -25.77 | ||||
2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 420 | -1.64 | 327 | -7.10 | ||||
2025-08-25 | NP | PSTAX - Virtus KAR 资本增长基金 A 类 | 21,195 | -0.54 | 16,522 | -6.12 | ||||
2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 1,975 | -21.25 | 1,775 | -12.73 | ||||
2025-04-24 | NP | MRGAX - MFS 核心股票基金 A | 43,970 | -3.21 | 40,480 | 12.04 | ||||
2025-07-28 | NP | NBSSX - Neuberger Berman 焦点基金投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | 附件咨询服务有限责任公司 | 3,927 | -4.78 | 3,062 | -10.10 | ||||
2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 T. Rowe Price 股票收入投资组合初始类别 | 6,363 | -7.70 | 4,960 | -12.88 | ||||
2025-08-26 | NP | QAOSWX - T. Rowe 为新美国增长投资组合定价 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 | 4,218 | -58.72 | 3,288 | -61.04 | ||||
2025-08-26 | NP | TRLGX - T. Rowe Price 机构大盘成长基金 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 | 591,046 | -2.43 | 460,738 | -7.91 | ||||
2025-07-23 | NP | LMUSX - QS 美国大盘股票基金 FI 类 | 2,979 | -24.35 | 2,198 | -39.39 | ||||
2025-07-30 | 13F | 退休计划小组 | 369 | -20.65 | 287 | -25.07 | ||||
2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 1,527 | -0.84 | 1,190 | -6.37 | ||||
2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 739 | -27.48 | 576 | -31.51 | ||||
2025-07-24 | 13F | 品尼高西资产管理公司 | 4,408 | -0.52 | 3 | 0.00 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:A4系列 | 1,668 | -6.40 | 1,300 | -11.62 | ||||
2025-07-21 | 13F | 凭证 Qtrade 证券公司 | 112 | -26.32 | 87 | -1.14 | ||||
2025-07-25 | NP | NFEAX - 哥伦比亚大盘成长机会基金 A 类 | 48,656 | -11.74 | 35,892 | -29.28 | ||||
2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 705,743 | -9.30 | 550,148 | -14.39 | ||||
2025-07-29 | 13F | 巴登资本管理公司 | 2,799 | -5.50 | 2,182 | -10.83 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 16,786 | -3.14 | 13,085 | -8.58 | ||||
2025-07-25 | NP | USAWX - 世界增长基金股票 | 21,837 | -12.98 | 16,108 | -30.27 | ||||
2025-08-20 | NP | AMOMX - AQR 大盘动量型基金 I 类 | 4,218 | -66.74 | 3,288 | -68.61 | ||||
2025-08-08 | 13F | 三菱日联信托银行 | 439,552 | -1.69 | 342,644 | -7.21 | ||||
2025-07-30 | 13F | BCK 合作伙伴公司 | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | Abc 套利 Sa | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 布朗希普利有限公司 | 4,873 | -5.05 | 3,799 | -10.38 | ||||
2025-04-25 | NP | VSRDX - 美国社会责任基金 | 15,500 | -2.26 | 14,270 | 13.14 | ||||
2025-08-04 | 13F | 米尔资本管理有限责任公司 | 1,802 | -0.06 | 1,405 | -5.71 | ||||
2025-08-13 | 13F | 春山基金资产管理(香港)有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 一资本管理有限责任公司 | 2,231 | -1.80 | 1,739 | -7.30 | ||||
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 | 3,338 | -1.27 | 3,001 | 9.41 | ||||
2025-04-18 | 13F | 金融合作伙伴集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 397,671 | -3.29 | 309,996 | -8.72 | ||||
2025-08-14 | 13F | XY资本有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-04-24 | 13F | 贾格资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-18 | 13F | 全景资本合伙有限公司 | 555 | -8.87 | 433 | -2.04 | ||||
2025-08-27 | NP | HRCPX - Carillon ClariVest资本增值基金A级 | 11,299 | -30.97 | 8,808 | -34.85 | ||||
2025-07-11 | 13F | AA 财务顾问有限责任公司 | 3,427 | -26.62 | 2,671 | -30.73 | ||||
2025-05-29 | NP | SEASONS SERIES TRUST - SA T. Rowe 价格增长股票投资组合 1 类 | 7,141 | -6.06 | 5,898 | 0.49 | ||||
2025-05-08 | 13F | 杰富瑞金融集团公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-15 | 13F | Heritage Oak 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | FT Vest 总回报收益基金:A2 系列 | 594 | -8.33 | 463 | -13.46 | ||||
2025-05-13 | 13F | 顶峰财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 2,740 | -2.21 | 2,136 | -7.74 | ||||
2025-07-24 | 13F | 自由日解决方案有限责任公司 | 3,912 | -6.16 | 3,050 | -11.42 | ||||
2025-07-23 | 13F | 巅峰财务管理公司 | 286 | -10.62 | 223 | -15.91 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 10,723 | -0.07 | 8,359 | -5.68 | ||||
2025-06-27 | NP | CVAAX - Calamos 机会主义价值基金 A 类 | 1,508 | -1.18 | 1,356 | 9.54 | ||||
2025-08-22 | NP | 可变保险产品基金 IV - 医疗保健投资组合初始类别 | 61,000 | -12.86 | 47,551 | -17.75 | ||||
2025-08-25 | NP | 美国基金保险系列-新世界基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 40,343 | -14.40 | 31,449 | -19.20 | ||||
2025-08-25 | NP | RND - First Trust Bloomberg 研发领袖 ETF | 110 | -14.73 | 86 | -19.81 | ||||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 2,617 | -10.71 | 2,040 | -15.70 | ||||
2025-08-05 | 13F | 纳维利有限公司 | 1,920 | -0.52 | 1,497 | -6.15 | ||||
2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 外汇银行 | 1,173 | -3.93 | 914 | -9.33 | ||||
2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 204 | -89.40 | 150 | -91.53 | ||||
2025-07-18 | 13F | 北极星集团有限公司 | 1,067 | -0.28 | 832 | -5.89 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 82,301 | -9.14 | 64,155 | -14.24 | ||||
2025-07-11 | 13F | 马歇尔与沙利文公司 /wa/ | 7,214 | -11.28 | 5,624 | -16.26 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | 487 | -44.22 | 380 | -47.43 | ||||
2025-07-25 | NP | MVGAX - MFS 低波动性全球股票基金 A | 1,553 | -44.24 | 1,146 | -55.33 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | Put | 400 | -71.43 | 20 | -51.22 | |||
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 | 1,243 | -46.07 | 969 | -49.13 | ||||
2025-06-23 | NP | 伊顿万斯税务管理多元化股权收益基金 | 58,692 | -1.69 | 52,761 | 8.97 | ||||
2025-07-30 | 13F | Eqis资本管理公司 | 3,875 | -3.00 | 3,020 | -8.46 | ||||
2025-08-12 | 13F | 沃特金融有限公司 | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | 一河资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-07 | 13F | 俄克拉荷马州信托公司 | 514 | -0.39 | 401 | -6.10 | ||||
2025-05-14 | 13F | 一河资产管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 517 | -0.39 | 403 | -5.84 | ||||
2025-07-09 | 13F | 石点财富管理公司 | 980 | -11.95 | 764 | -16.97 | ||||
2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 2,571 | -1.95 | 2,004 | -7.44 | ||||
2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 121,088 | -7.57 | 94,392 | -12.76 | ||||
2025-07-17 | 13F | MBA顾问有限责任公司 | 520 | -0.76 | 405 | -6.25 | ||||
2025-03-27 | NP | 克拉夫全球股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe 价格增长股票基金标准级 | 51,402 | -5.53 | 40,069 | -10.84 | ||||
2025-08-12 | 13F | 频谱财富咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | Short | -373 | -335 | |||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 8,963 | -2.68 | 6,987 | -8.15 | ||||
2025-08-26 | NP | AEPIX - Allspring 管理账户 CoreBuilder 股票系列 EPI CoreBuilder 股票系列 EPI | 92 | -24.59 | 72 | -29.00 | ||||
2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 847,576 | -3.99 | 660,711 | -9.38 | ||||
2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 612 | -5.85 | 550 | 4.36 | ||||
2025-08-20 | 13F | 前沿财富合作伙伴有限责任公司 | 548 | -16.08 | 423 | -21.52 | ||||
2025-07-29 | 13F | 温德尔大卫联合公司 | 41,655 | -2.96 | 32 | -8.57 | ||||
2025-08-12 | 13F | 瓦德尔联合有限公司 | 5,558 | -10.64 | 4,333 | -15.67 | ||||
2025-08-26 | NP | IEOPX - Voya 大盘成长投资组合 ADV 级 | 77,543 | -2.34 | 60,447 | -7.82 | ||||
2025-07-16 | 13F | 远景资本管理公司 | 5,832 | -22.12 | 4,546 | -26.49 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 Janus Henderson 平衡投资组合初始类别 | 29,200 | -0.63 | 22,762 | -6.21 | ||||
2025-07-23 | 13F | 查特信托公司 | 74,974 | -1.50 | 58,444 | -7.03 | ||||
2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 20,340 | -3.14 | 15,856 | -8.59 | ||||
2025-08-26 | NP | NOIEX - 北方收入股票基金 | 887 | -5.54 | 691 | -10.84 | ||||
2025-08-27 | NP | VHGEX - 先锋全球股票基金投资者股票 | 85,150 | -13.08 | 66,377 | -17.96 | ||||
2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 4,106 | -3.55 | 3,201 | -8.96 | ||||
2025-08-13 | 13F | 战略家庭财富顾问有限责任公司 | 263 | -14.89 | 205 | -19.61 | ||||
2025-08-13 | 13F | 托比亚斯财务顾问公司 | 574 | -0.52 | 448 | -6.09 | ||||
2025-07-28 | NP | EARAX - 伊顿万斯理查德伯恩斯坦全资产策略基金 A 类 | 1,343 | -34.46 | 991 | -47.51 | ||||
2025-08-04 | 13F | 影响合伙财富有限责任公司 | 265 | -69.19 | 207 | -70.99 | ||||
2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 4,783 | -5.81 | 3,728 | -11.09 | ||||
2025-08-13 | 13F | 美国投资服务公司 | 1,395 | -1.62 | 1,087 | -7.17 | ||||
2025-06-24 | NP | JDOC - 摩根大通医疗保健领袖 ETF | 895 | -3.66 | 805 | 6.77 | ||||
2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 4,860 | -19.50 | 4 | -25.00 | ||||
2025-05-07 | 13F | 巅峰资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 选择大型股票基金 1 类 | 87,091 | -8.41 | 67,890 | -13.55 | ||||
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 | 193,001 | -1.03 | 173,498 | 9.69 | ||||
2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 737 | -0.67 | 575 | -6.21 | ||||
2025-08-12 | 13F | 美国世纪公司 | 1,840,740 | -6.79 | 1,434,912 | -12.03 | ||||
2025-04-01 | 13F | 中心资产管理有限责任公司 | 6,383 | -7.17 | 5 | 0.00 | ||||
2025-07-17 | 13F | 峰会金融策略公司 | 1,928 | -0.52 | 1,503 | -6.12 | ||||
2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,016 | -7.05 | 1,487 | -25.50 | ||||
2025-07-22 | 13F | 西尔维娅·麦科尔财富管理有限公司 | 444 | -1.11 | 346 | -6.49 | ||||
2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 24,128 | -3.24 | 18,809 | -8.68 | ||||
2025-08-08 | 13F | 交响金融服务有限公司 | 583 | -7.17 | 455 | -12.36 | ||||
2025-08-29 | NP | ETLNX - Eventide 大盘重点基金 N 类 | 2,514 | -36.98 | 1,960 | -40.53 | ||||
2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 12,713 | -2.14 | 9,910 | -7.63 | ||||
2025-07-18 | 13F | 哥伦比亚资产管理公司 | 7,667 | -0.80 | 5,977 | -6.38 | ||||
2025-07-17 | 13F | 资本洞察合伙人有限公司 | 999 | -1.87 | 779 | -7.38 | ||||
2025-08-22 | NP | 可变保险产品基金 II - 反向基金投资组合初始类别 | 778,153 | -4.17 | 606,594 | -9.56 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 402,000 | -9.38 | 313,371 | -14.47 | |||
2025-08-14 | 13F | 美国银行 /de/ | Put | 520,500 | -0.10 | 405,745 | -5.71 | |||
2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 10,258 | -0.48 | 9,221 | 10.31 | ||||
2025-07-24 | 13F | 伯纳德财富管理公司 | 9,991 | -9.01 | 7,788 | -14.12 | ||||
2025-08-13 | 13F | 泰康资产管理(香港)有限公司 | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | 超越资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 132,400 | -7.93 | 103,210 | -13.10 | |||
2025-08-14 | 13F | XY资本有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 1,547 | -3.25 | 1,206 | -8.64 | ||||
2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 2,361 | -4.49 | 2 | -50.00 | ||||
2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 6,483 | -8.87 | 5,053 | -13.87 | ||||
2025-08-07 | 13F | 帕金斯资本管理公司 | 9,520 | -2.81 | 7,421 | -8.26 | ||||
2025-07-24 | 13F | 李氏金融公司 | 1,742 | -1.41 | 1,358 | -6.99 | ||||
2025-08-06 | 13F | 石桥财务规划集团有限责任公司 | 1,738 | -1.42 | 1,355 | -6.94 | ||||
2025-08-22 | NP | PEPS——参数股票加ETF | 347 | -12.37 | 270 | -17.43 | ||||
2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 40,154 | -23.12 | 31,301 | -27.44 | ||||
2025-08-13 | 13F | 法国外贸银行 | 242,053 | -26.32 | 188,688 | -29.35 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 1,617 | -3.86 | 1,261 | -9.29 | ||||
2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 10,390 | -1.73 | 8,099 | -7.26 | ||||
2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 4,600 | -9.43 | 3,586 | -14.52 | ||||
2025-05-14 | 13F | 阿默普莱斯金融公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | LifePlan 投资顾问有限公司 | 307 | -1.60 | 240 | -7.00 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合大盘增长管理波动基金标准类别 | 38,163 | -6.61 | 29,749 | -11.85 | ||||
2025-07-30 | 13F | 私人资本顾问公司 | 433,322 | -0.11 | 337,787 | -5.72 | ||||
2025-08-13 | 13F | 重大财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Readystate资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 87,510 | -1.40 | 68,217 | -6.93 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 236,572 | -0.66 | 184,415 | -6.24 | ||||
2025-08-14 | 13F | 锦绣资本投资管理有限公司 | 326 | -19.70 | 254 | -24.18 | ||||
2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 1,983 | -20.01 | 1,546 | -24.52 | ||||
2025-08-14 | 13F | XY资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | AAGOX - 阿尔及尔大盘成长投资组合 I-2 类 | 209 | -79.85 | 163 | -81.07 | ||||
2025-07-21 | 13F | 哈德曼约翰斯顿全球顾问有限公司 | 17,749 | -2.13 | 13,836 | -7.63 | ||||
2025-08-20 | NP | WGGNX - 威廉·布莱尔全球领袖基金 N 级 | 797 | -8.50 | 621 | -13.63 | ||||
2025-08-28 | NP | RGRYX - Victory RS成长基金Y类 | 14,470 | -15.73 | 11,280 | -20.46 | ||||
2025-08-08 | 13F | 账户银行信托部 | 645 | -2.27 | 503 | -7.89 | ||||
2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 29,299 | -15.85 | 22,839 | -20.58 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 246,232 | -37.04 | 191,945 | -40.57 | ||||
2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 3,787 | -15.83 | 2,952 | -20.54 | ||||
2025-08-13 | 13F | 参议员投资集团有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 16,955 | -9.14 | 13,217 | -14.25 | ||||
2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 10,034 | -29.62 | 7,822 | -33.57 | ||||
2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 1,035 | -1.62 | 807 | -7.25 | ||||
2025-08-12 | 13F | 维亚财富有限公司 | 560 | -1.75 | 437 | -7.23 | ||||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 423 | -45.21 | 330 | -48.35 | ||||
2025-08-12 | 13F | 博克夫,那 | 56,449 | -1.07 | 44,004 | -6.62 | ||||
2025-06-27 | NP | GURU - 全球 X Guru 指数 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 | 688 | -44.47 | 618 | -22.65 | ||||
2025-06-25 | NP | AllianzGI 人工智能与技术机会基金 | 21,480 | -23.34 | 19,309 | -15.04 | ||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 2,498 | -10.27 | 1,947 | -15.31 | ||||
2025-08-06 | 13F | 麦克雷资本管理公司 | 936 | -10.09 | 730 | -15.13 | ||||
2025-07-16 | 13F | 斯蒂尔沃特资本顾问有限公司 | 1,231 | -5.38 | 960 | -10.71 | ||||
2025-08-05 | 13F | 埃莱维斯特公司 | 3,521 | -1.68 | 2,745 | -7.20 | ||||
2025-08-13 | 13F | 北方信托公司 | 9,009,270 | -1.79 | 7,022,996 | -7.31 | ||||
2025-07-10 | 13F | 克莱尔市场投资有限公司 | 4,156 | -1.26 | 3,240 | -6.82 | ||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 92,200 | -1.86 | 71,873 | -7.37 | ||||
2025-07-09 | 13F | 沃尔夫财务管理有限公司 | 8,403 | -4.57 | 7 | -14.29 | ||||
2025-08-28 | NP | Tekla 世界医疗保健基金 | 33,515 | -6.39 | 26,126 | -11.65 | ||||
2025-07-25 | NP | MFEGX - MFS成长基金A | 140,123 | -74.19 | 103,365 | -79.32 | ||||
2025-05-14 | 13F | 遗产财富合作伙伴有限责任公司 | 578 | -42.32 | 477 | -38.29 | ||||
2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 1,899 | -3.90 | 1,480 | -9.26 | ||||
2025-07-31 | 13F | 格雷比尔·巴茨联合有限公司 | 868 | -0.23 | 677 | -5.85 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类 | 46,557 | -1.14 | 36,293 | -6.69 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | NP | UTMAX - 目标管理配置基金 | 3,528 | -41.72 | 2,602 | -53.31 | ||||
2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 3,280 | -1.53 | 2,543 | -7.16 | ||||
2025-07-07 | 13F | 第一公民金融公司 | 2,998 | -13.10 | 2,337 | -17.97 | ||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 1,971 | -5.78 | 1,537 | -11.06 | ||||
2025-06-26 | NP | TGWRX - 泛美大型增长 R | 6,650 | -0.42 | 5,978 | 10.38 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 11,199 | -2.43 | 8,730 | -7.91 | ||||
2025-04-25 | 13F | 子午线金融有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-29 | 13F | 并发投资顾问有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
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 | 6,747 | -21.32 | 5,259 | -25.74 | ||||
2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 393 | -14.94 | 306 | -19.69 | ||||
2025-04-18 | 13F | 皇冠橡树顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 109 | -26.85 | 98 | -19.17 | ||||
2025-05-15 | 13F | Occudo 定量策略 Lp | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 道奇考克斯 | 44,957 | -0.29 | 35,045 | -5.88 | ||||
2025-06-25 | NP | EFCAX - Emerald Insights 基金 A 类 | 403 | -14.62 | 362 | -5.24 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Call | 22,600 | -44.74 | 17,617 | -47.85 | |||
2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 45,885 | -14.39 | 41,248 | -5.12 | ||||
2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 7,250 | -62.72 | 5,652 | -64.82 | ||||
2025-08-18 | 13F/A | 野村控股公司 | 38,906 | -19.46 | 30,328 | -23.99 | ||||
2025-07-09 | 13F | 基石财富服务有限责任公司 | 521 | -4.05 | 406 | -9.37 | ||||
2025-07-02 | 13F | 霍华德金融服务有限公司 | 592 | -15.55 | 461 | -20.38 | ||||
2025-08-06 | 13F | 梵克雅宝资产管理公司 | 2,786 | -17.96 | 2,172 | -22.57 | ||||
2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 42,629 | -9.12 | 38,321 | 0.73 | ||||
2025-07-18 | 13F | 切尔西律师公司 | 580 | -4.13 | 452 | -9.42 | ||||
2025-08-12 | 13F | 埃格顿资本(英国)有限责任合伙 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 6,323 | -32.60 | 4,929 | -35.88 | ||||
2025-07-25 | 13F | 格里芬资产管理公司 | 530 | -21.83 | 413 | -26.12 | ||||
2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 784 | -45.97 | 612 | -49.04 | ||||
2025-08-12 | 13F | 菲达托财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 朗维尤金融顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-15 | 13F | 劳里恩资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 资本国际投资者 | 9,422,128 | -0.82 | 7,344,537 | -6.39 | ||||
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 | 1,975 | -1.25 | 1,457 | -20.91 | ||||
2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 264 | -4.69 | 205 | 1.49 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 23,755 | -2.19 | 18,518 | -7.69 | ||||
2025-07-28 | 13F | 海龟溪财富顾问有限责任公司 | 10,715 | -10.68 | 8,353 | -15.70 | ||||
2025-07-31 | 13F | 明尼苏达财富顾问有限责任公司 | 1,973 | -6.23 | 1,538 | -11.51 | ||||
2025-08-04 | 13F | BLB&B 顾问有限公司 | 2,876 | -2.90 | 2,242 | -8.38 | ||||
2025-08-13 | 13F | 奥西亚姆 | 55,665 | -79.97 | 43,393 | -81.10 | ||||
2025-08-12 | 13F | one8zero8有限责任公司 | 818 | -2.85 | 638 | -8.35 | ||||
2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 352 | -1.68 | 274 | 1.86 | ||||
2025-07-17 | 13F | 景顺有限公司 | 4,571 | -2.77 | 3,563 | -8.22 | ||||
2025-08-27 | NP | 伊顿万斯增强股票收益基金 | 17,590 | -13.78 | 13,712 | -18.62 | ||||
2025-07-14 | 13F | 麦克马洪财务顾问有限责任公司 | 291 | -20.49 | 227 | -25.17 | ||||
2025-07-29 | 13F | 经验资产管理有限责任公司 | 1,513 | -0.13 | 1,179 | -5.76 | ||||
2025-07-08 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 1,340 | -4.22 | 1,045 | -9.61 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 15,072 | -20.57 | 11,749 | -25.03 | ||||
2025-08-14 | 13F | 莱加托资本管理有限公司 | 888 | -38.93 | 692 | -42.33 | ||||
2025-05-15 | 13F | Nwi 管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 75 | -24.24 | 58 | -29.63 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 869,925 | -2.90 | 678,133 | -8.35 | ||||
2025-08-26 | NP | TRBCX - T. Rowe Price 蓝筹成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,353,523 | -2.97 | 1,834,642 | -8.42 | ||||
2025-07-15 | 13F | 皮蒂集团财富管理有限责任公司 | 1,616 | -6.21 | 1,260 | -11.52 | ||||
2025-04-23 | 13F | 斯洛克姆戈登律师事务所 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | 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 | 87,470 | -36.43 | 78,631 | -29.55 | ||||
2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 4,354 | -0.23 | 3 | 0.00 | ||||
2025-06-03 | 13F | 投资有限责任公司 | 3,288 | -41.06 | 2,715 | -36.95 | ||||
2025-07-23 | 13F | 理查森资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | FVWSX - 富达系列机会主义洞察基金 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 | 245,152 | -18.00 | 191,103 | -22.60 | ||||
2025-07-28 | 13F | 纳德勒金融集团公司 | 2,407 | -4.18 | 1,876 | -9.55 | ||||
2025-08-04 | 13F | 肖尔茨公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 7,404,424 | -18.75 | 5,771,971 | -23.32 | ||||
2025-05-15 | 13F | 未来资产证券(美国)有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,032 | -8.10 | 28,088 | -13.26 | ||||
2025-08-06 | 13F | 神剑管理公司 | 1,418 | -3.41 | 1,106 | -8.83 | ||||
2025-07-29 | 13F | 梅扎萨尔玛顾问有限责任公司 | 6,121 | -14.32 | 4,772 | -19.14 | ||||
2025-07-08 | 13F | E. Ohman J:或资产管理公司 | 40,033 | -57.04 | 31,207 | -59.46 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 10,500 | -47.50 | 8,185 | -50.45 | |||
2025-07-28 | 13F | Sagespring 财富合伙人有限责任公司 | 8,767 | -6.62 | 6,834 | -11.86 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 74,500 | -26.82 | 58,075 | -30.93 | |||
2025-08-12 | 13F | 公共部门养老金投资委员会 | 224,145 | -24.96 | 174,728 | -29.18 | ||||
2025-07-18 | 13F | 科恩克林根斯坦有限责任公司 | 130,223 | -0.18 | 101,513 | -5.79 | ||||
2025-04-30 | 13F | 百达银行和Cie Sa银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-15 | 13F | 伯恩斯马特森资本管理有限责任公司 | 862 | -2.82 | 672 | -8.20 | ||||
2025-08-18 | NP | 太平洋精选基金 - 成长投资组合 I 类 | 4,603 | -79.36 | 3,588 | -80.52 | ||||
2025-08-04 | 13F | Noesis资本管理公司 | 300 | -26.65 | 234 | -30.86 | ||||
2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 10,464 | -9.59 | 8,157 | -14.67 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 9,412 | -0.35 | 7,337 | -5.95 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 7,186 | -4.78 | 5,602 | -10.14 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德资本增值投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,013 | -7.46 | 7,805 | -12.66 | ||||
2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 7,458 | -0.64 | 5,502 | -20.39 | ||||
2025-08-07 | 13F | 温思罗普资本管理有限公司 | 17,661 | -1.64 | 14 | -7.14 | ||||
2025-05-15 | 13F | 未来资产证券(美国)有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 48,431 | -2.91 | 37,753 | -8.36 | ||||
2025-06-24 | NP | QLC - FlexShares 美国优质大盘指数基金 | 4,301 | -19.50 | 3,866 | -10.78 | ||||
2025-08-08 | 13F | 第1776章 | 1,990 | -1.24 | 1,551 | -6.79 | ||||
2025-05-07 | 13F | Wincap金融有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 16,845,105 | -11.96 | 13,131 | -16.90 | ||||
2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 真北顾问有限责任公司 | 2,956 | -11.89 | 2,304 | -16.82 | ||||
2025-07-17 | 13F | 西北财富管理有限公司 | 851 | -30.47 | 663 | -34.36 | ||||
2025-08-26 | NP | SEEGX - 摩根大通大盘成长基金 I 类 | 1,778,882 | -20.15 | 1,386,692 | -24.63 | ||||
2025-08-14 | 13F | 氦顾问有限责任公司 | 618 | -10.17 | 482 | -15.32 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 84,669 | -12.08 | 66,002 | -17.02 | ||||
2025-08-14 | 13F | 多伦多道明银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 709 | -14.06 | 553 | -18.94 | ||||
2025-07-31 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 6,916 | -1.30 | 5,391 | -6.84 | ||||
2025-08-12 | 13F | 霍尔德内斯投资公司 | 1,387 | -40.57 | 1,081 | -43.90 | ||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 270 | -58.07 | 243 | -53.64 | ||||
2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 1,348 | -13.81 | 1,051 | -18.67 | ||||
2025-07-11 | 13F | 格罗夫银行与信托 | 9,808 | -1.40 | 7,646 | -6.94 | ||||
2025-08-14 | 13F | 南街顾问有限责任公司 | 27,586 | -1.81 | 21,504 | -7.32 | ||||
2025-07-25 | NP | USBLX - 增长和税收策略基金 | 8,708 | -0.05 | 6,424 | -19.91 | ||||
2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -2,316 | -45.86 | -2,082 | -40.01 | |||
2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 1,900 | -24.00 | 1,481 | -28.25 | |||
2025-07-25 | 13F | 协和财富合作伙伴 | 3,652 | -3.97 | 2,847 | -9.39 | ||||
2025-07-25 | 13F | 比尔·费夫联营公司 | 2,278 | -5.91 | 1,776 | -11.21 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / 莫 / | 452 | -17.22 | 352 | -21.78 | ||||
2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 4,644 | -5.13 | 3,620 | -10.46 | ||||
2025-08-06 | 13F | 云资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 18,344 | -6.36 | 14,300 | -11.61 | ||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 49,047 | -29.61 | 38,226 | -33.88 | ||||
2025-08-07 | 13F | 峰会 X 有限责任公司 | 3,357 | -6.88 | 2,619 | -12.15 | ||||
2025-05-30 | NP | SEIM - SEI 增强型美国大盘动量因子 ETF | 3,969 | -63.97 | 3,278 | -61.46 | ||||
2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 513 | -89.35 | 0 | -100.00 | ||||
2025-07-22 | 13F | Petros 家族财富有限责任公司 | 357 | -0.56 | 278 | -6.08 | ||||
2025-07-22 | NP | GINN - 高盛创新股票 ETF | 2,184 | -24.03 | 1,611 | -39.12 | ||||
2025-08-06 | 13F | 吉纳斯资本管理公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 水产资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | 西密歇根顾问有限公司 | 2,480 | -6.06 | 1,933 | -11.33 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/AQR 大盘防御型基金 (I) | 2,017 | -65.04 | 1,572 | -67.00 | ||||
2025-08-14 | 13F | 财富的力量 | 1,190 | -0.67 | 928 | -6.27 | ||||
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 | 476,682 | -11.93 | 428,513 | -2.39 | ||||
2025-08-07 | 13F | 银色顾问公司 | 4,239 | -0.14 | 3,304 | -5.73 | ||||
2025-05-14 | 13F | HAP 贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 557,710 | -14.93 | 434,397 | -19.74 | ||||
2025-07-22 | 13F | 高地资本管理有限公司 | 7,906 | -12.64 | 6,163 | -17.55 | ||||
2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,367 | -21.64 | 3,027 | -13.17 | ||||
2025-05-29 | NP | AFALX - 应用金融核心基金投资者类别 | 816 | -4.00 | 734 | 6.39 | ||||
2025-05-08 | 13F | Blueshift 资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:A3 系列 | 391 | -7.57 | 305 | -12.89 | ||||
2025-07-25 | NP | IEVAX - 哥伦比亚全球股票价值基金 A 类 | 10,621 | -21.42 | 7,835 | -37.05 | ||||
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 | 682 | -4.21 | 503 | -23.21 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 13,343 | -0.11 | 10,401 | -5.72 | ||||
2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 增值投资组合 - 初始股份 | 3,200 | -0.47 | 2,494 | -6.06 | ||||
2025-07-23 | 13F | Avantra 家庭财富有限公司 | 1,022 | -19.08 | 797 | -23.68 | ||||
2025-08-14 | 13F | 科图管理有限公司 | 117,415 | -36.09 | 91,529 | -39.68 | ||||
2025-08-28 | NP | XPH - SPDR(R) S&P(R) 制药 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 | 7,011 | -0.88 | 5,465 | -6.44 | ||||
2025-07-21 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 东北金融集团有限公司 | 623 | -2.20 | 486 | -7.79 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 28,714 | -13.34 | 22,383 | -18.21 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 7,434 | -1.50 | 5,795 | -7.03 | ||||
2025-07-14 | 13F | 艾金融服务有限公司 | 333 | -0.30 | 260 | -5.82 | ||||
2025-07-24 | 13F | 麦金利卡特财富服务公司 | 6,180 | -0.58 | 4,818 | -6.16 | ||||
2025-08-11 | 13F | 理论金融有限公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -4,627 | -301.70 | -3,607 | -290.39 | |||
2025-08-07 | 13F | 私人咨询集团有限责任公司 | 17,900 | -49.27 | 13,954 | -52.12 | ||||
2025-07-14 | 13F | 福斯特集团有限公司 | 1,725 | -6.66 | 1,345 | -11.93 | ||||
2025-08-26 | NP | QAAAJX - T. Rowe 价格蓝筹成长投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 89,400 | -1.24 | 69,690 | -6.78 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 8,855 | -6.19 | 6,903 | -11.46 | ||||
2025-08-11 | 13F | 西太平洋银行 | 14,576 | -18.28 | 11,362 | -22.86 | ||||
2025-08-07 | 13F | 共同愿景财富集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 国会资产管理公司/马 | 17,410 | -91.22 | 13,572 | -91.71 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 84 | -88.40 | 65 | -89.11 | ||||
2025-08-14 | 13F | NCM资本管理有限责任公司 | 2,963 | -0.27 | 2,310 | -5.87 | ||||
2025-05-12 | 13F | Aveo 资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 4,584 | -3.78 | 3,573 | -9.18 | ||||
2025-05-27 | NP | FMKFX - 富达麦哲伦 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,501 | -2.20 | 7,847 | 4.63 | ||||
2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 1,840 | -7.91 | 1,435 | -13.09 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 800 | -11.11 | 624 | -16.15 | |||
2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 281,049 | -0.44 | 252,649 | 10.34 | ||||
2025-07-11 | 13F | BDF-管理 | 24,098 | -9.83 | 18,785 | -14.89 | ||||
2025-04-25 | 13F | 中大西洋资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘成长基金 3 级 | 99,566 | -13.56 | 77,615 | -18.42 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 4,350 | -2.44 | 3,391 | -7.93 | ||||
2025-07-29 | NP | 古根海姆战略机会基金 | 19 | -13.64 | 14 | -30.00 | ||||
2025-07-16 | 13F | 中西部传统银行、FSB | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 9,921 | -6.82 | 7,734 | -12.04 | ||||
2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 18,720 | -2.90 | 14,593 | -8.36 | ||||
2025-06-26 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | Short | -797 | -716 | |||||
2025-05-15 | 13F | 顶峰家庭顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 14,738 | -3.48 | 11,489 | -8.90 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 1,857 | -8.79 | 1,448 | -13.92 | ||||
2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 949 | -95.56 | 740 | -96.09 | ||||
2025-08-08 | 13F | 库珀资本顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 47,941 | -1.56 | 37,371 | -7.09 | ||||
2025-08-14 | 13F | 平衡石投资顾问 | 276 | -0.36 | 215 | -5.70 | ||||
2025-04-28 | NP | LBAY - 棱皮龟多/空另类收益 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 入口点资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | 美国财务顾问有限责任公司 | 13,385 | -0.10 | 10,434 | -5.72 | ||||
2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | Short | -802 | -625 | |||||
2025-07-23 | 13F | 鹰岩投资公司 | 3,050 | -5.75 | 2,378 | -11.04 | ||||
2025-07-31 | 13F | 卡博特财富管理公司 | 8,657 | -0.75 | 6,748 | -6.32 | ||||
2025-05-20 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -1,965 | -254.12 | -1,623 | -240.55 | |||
2025-07-28 | NP | AIM COUNSELOR系列信托(INVESCO COUNSELOR系列信托)-景顺奥本海默资本增值基金A级 | 56,934 | -17.53 | 41,999 | -33.92 | ||||
2025-08-18 | 13F | 阿什福德资本管理公司 | 336 | -4.82 | 262 | -10.31 | ||||
2025-05-07 | 13F/A | 对称投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | STFBX - State Farm 平衡基金 | 9,485 | -86.83 | 7,394 | -87.57 | ||||
2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | 哈特福德投资管理公司 | 47,459 | -1.29 | 36,996 | -6.83 | ||||
2025-08-13 | 13F | 资本世界投资者 | 17,634,492 | -4.07 | 13,746,398 | -9.46 | ||||
2025-07-15 | 13F | CHB 投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 4,806 | -6.97 | 3,747 | -12.19 | ||||
2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 754 | -2.20 | 588 | -7.70 | ||||
2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 5,944 | -3.60 | 4,633 | -9.01 | ||||
2025-08-28 | NP | ALVOX - 阿尔杰资本增值投资组合 S 级 | 5,520 | -29.08 | 4,303 | -33.06 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 834,368 | -2.34 | 650,415 | -7.83 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 4,384,862 | -3.26 | 3,418,010 | -8.31 | ||||
2025-08-20 | NP | CGBL - Capital Group 核心平衡 ETF 股份类别 | 33,178 | -1.16 | 25,863 | -6.71 | ||||
2025-07-18 | 13F | 普罗维登财富管理有限责任公司 | 1,328 | -0.30 | 1,035 | -5.91 | ||||
2025-07-29 | NP | PFGEX - Parnassus 成长股票基金投资者股票 | 2,335 | -4.89 | 1,820 | -10.21 | ||||
2025-04-25 | 13F | 华尔街金融集团有限公司 | 1,758 | -36.92 | 1,452 | -32.54 | ||||
2025-08-04 | 13F | Premier Path 财富合作伙伴有限责任公司 | 6,067 | -1.29 | 4,730 | -6.84 | ||||
2025-06-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 155,111 | -9.19 | 139,437 | 0.65 | ||||
2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 62,886 | -6.60 | 56,531 | 3.52 | ||||
2025-08-12 | 13F | 特拉诺瓦资产管理有限责任公司 | 2,149 | -23.66 | 1,675 | -27.93 | ||||
2025-08-26 | NP | Profunds - Profunds 制药副总裁 | 358 | -4.79 | 279 | -10.00 | ||||
2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 168 | -26.32 | 131 | -30.85 | ||||
2025-06-23 | NP | CMNWX - 本金资本增值基金(fka西海岸股票基金)A级 | 68,398 | -15.42 | 61,486 | -6.26 | ||||
2025-08-01 | 13F | 特维斯投资管理公司 | 1,311 | -12.95 | 1,022 | -12.13 | ||||
2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 23,320 | -2.10 | 17,202 | -21.56 | ||||
2025-08-26 | NP | 贝莱德战略全球债券基金公司 - 贝莱德战略全球债券基金公司投资者 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 | 191 | -3.54 | 149 | -9.20 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 1,442,238 | -5.33 | 1,124,268 | -10.64 | ||||
2025-08-05 | 13F | 财务意识顾问公司 | 1,642 | -2.38 | 1,280 | -7.92 | ||||
2025-08-04 | 13F | Live Oak 私人财富有限责任公司 | 1,958 | -27.62 | 1,526 | -31.69 | ||||
2025-08-26 | NP | GRZZX-Leuthold Grizzly Short基金 | Short | -515 | -401 | |||||
2025-08-04 | 13F | 诚信联盟有限责任公司 | 3,795 | -63.18 | 2,959 | -65.25 | ||||
2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 898 | -18.44 | 700 | -22.99 | ||||
2025-07-14 | 13F | 帕拉西奥斯财富管理有限责任公司 | 700 | -93.47 | 546 | 55.27 | ||||
2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 120,600 | -0.82 | 94,011 | -6.39 | ||||
2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 1,945 | -7.34 | 1,516 | -12.52 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 360,254 | -1.08 | 280,829 | -6.64 | ||||
2025-08-12 | 13F | 种子投资者有限责任公司 | 1,398 | -13.54 | 1,090 | -18.43 | ||||
2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 71,076 | -0.85 | 52,431 | -20.55 | ||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 4,925 | -36.65 | 3,839 | -40.20 | ||||
2025-03-31 | NP | FAPNX - 富达健康未来基金 富达顾问健康未来基金:Z 类 | 43 | -84.36 | 35 | -85.09 | ||||
2025-05-09 | 13F | 丽城贸易有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 1,424 | -7.89 | 1,110 | -13.01 | ||||
2025-08-06 | 13F | 德克尔退休计划公司 | 60 | -61.04 | 47 | -63.78 | ||||
2025-05-09 | 13F | 丽城贸易有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | NP | FGKFX - 富达成长公司K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 511,139 | -4.46 | 377,052 | -23.45 | ||||
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 | 618 | -4.63 | 482 | -10.09 | ||||
2025-06-25 | NP | JSPJX - 杰克逊广场大盘成长基金投资者类别 | 4,327 | -0.78 | 3,890 | 9.95 | ||||
2025-07-23 | 13F | 利特曼格雷戈里资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 45,228 | -43.05 | 35,256 | -46.25 | ||||
2025-08-14 | 13F | 货币管理集团公司 | 16,280 | -0.64 | 12,691 | -6.22 | ||||
2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 36,891 | -1.02 | 33,163 | 9.70 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 516,347 | -0.76 | 402,508 | -6.34 | ||||
2025-07-10 | 13F | 穆迪国家银行信托部 | 10,832 | -7.80 | 8,444 | -12.99 | ||||
2025-06-26 | NP | ACAAX - 阿尔杰资本增值基金A级 | 15,253 | -30.66 | 13,712 | -23.15 | ||||
2025-05-14 | 13F | 一河资产管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-26 | NP | PRCOX - T. Rowe Price 美国股票研究基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 272,949 | -4.50 | 212,772 | -9.86 | ||||
2025-05-12 | 13F | 瑞穗市场美洲有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 巴尔盖纳公司 | 831,489 | -1.53 | 648,171 | -7.06 | ||||
2025-07-18 | 13F | 维克斯资本 | 381 | -25.73 | 297 | -30.02 | ||||
2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Janus 平衡副总裁服务 | 12,384 | -11.02 | 9,654 | -16.02 | ||||
2025-06-27 | NP | GDIV - Harbour 股息增长领先 ETF | 9,700 | -11.24 | 8,720 | -1.62 | ||||
2025-08-12 | 13F | SFMG有限公司 | 2,909 | -1.56 | 2,268 | -7.09 | ||||
2025-08-07 | 13F | 49 财富管理有限责任公司 | 423 | -16.57 | 330 | -21.29 | ||||
2025-08-13 | 13F | 萨瓦德尔银行 | 4,680 | -2.94 | 4 | 0.00 | ||||
2025-07-25 | 13F | 优素福资本管理有限公司 | 81,191 | -1.27 | 63,291 | -6.81 | ||||
2025-07-09 | 13F | 港湾资本顾问公司 | 12,035 | -0.58 | 9 | 0.00 | ||||
2025-08-28 | NP | RSIFX - 胜利RS科技基金A类 | 4,630 | -46.72 | 3,609 | -49.71 | ||||
2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 188,640 | -1.08 | 147,051 | -6.63 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 110,483 | -5.54 | 86,125 | -10.85 | ||||
2025-08-13 | 13F | 贷款融资 AB (publ) | 311,455 | -10.09 | 242,789 | -15.14 | ||||
2025-07-30 | 13F | 彭定康集团有限公司 | 2,584 | -6.21 | 2,014 | -11.47 | ||||
2025-08-22 | NP | FLCNX - 富达对冲基金 K6 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 | 748,045 | -18.64 | 583,124 | -23.21 | ||||
2025-07-24 | NP | BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH 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 | 69,824 | -13.46 | 51,507 | -30.66 | ||||
2025-07-28 | 13F | 港湾信托投资管理公司 | 5,103 | -6.11 | 3,978 | -11.39 | ||||
2025-07-15 | 13F | 贾里斯洛斯基,弗雷泽有限公司 | 20,547 | -6.27 | 16,017 | -11.53 | ||||
2025-04-14 | 13F | 瑞奥斯资本工程公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | 朗维财富管理 | 429 | -0.46 | 334 | -5.92 | ||||
2025-08-06 | 13F | 穆尔斯与卡博特公司 | 22,011 | -0.11 | 17,159 | -5.72 | ||||
2025-08-14 | 13F | 西海岸金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 皮腾格与安德森公司 | 541 | -0.18 | 422 | -5.82 | ||||
2025-08-26 | NP | QCGRRX - R1 级增长账户 | 1,273,179 | -0.45 | 992,481 | -6.04 | ||||
2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 27,451 | -13.55 | 21,399 | -18.41 | ||||
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 | 10,714 | -30.98 | 8,352 | -34.86 | ||||
2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-30 | NP | LRNZ - TrueShares 技术、人工智能和深度学习 ETF | 1,625 | -6.88 | 1,342 | -0.37 | ||||
2025-07-22 | 13F | 凯斯勒投资集团有限责任公司 | 3,781 | -45.71 | 2,947 | -48.76 | ||||
2025-07-29 | 13F | 百丽资本国际有限公司 | 1,901 | -5.00 | 1,482 | -10.35 | ||||
2025-07-15 | 13F | 爱国者投资管理公司 | 1,365 | -2.43 | 1,064 | -7.97 | ||||
2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 1,451 | -1.89 | 1,173 | -4.17 | ||||
2025-06-27 | NP | TWCUX - 超级基金投资者类别 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 | 406,000 | -46.30 | 364,974 | -40.48 | ||||
2025-05-15 | 13F | 亚历克西斯投资合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-29 | 13F | 智能财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Evercore财富管理有限责任公司 | 35,947 | -1.64 | 28,022 | -7.16 | ||||
2025-07-29 | NP | PRBLX - Parnassus 核心股票基金投资者股票 | 678,026 | -2.28 | 528,542 | -7.77 | ||||
2025-08-14 | 13F | 福吉谷投资顾问公司高级顾问 | 123 | -7.52 | 96 | -12.84 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | 12,495 | -23.26 | 9,740 | -27.57 | ||||
2025-04-28 | NP | 约翰汉考克基金 II - 科技基金类资产净值 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | GKV资本管理有限公司 | 14,929 | -0.17 | 11,638 | -5.77 | ||||
2025-08-06 | 13F | 奥特留斯资本管理公司 | 1,221 | -1.37 | 952 | -6.95 | ||||
2025-07-21 | 13F | 卡塔利娜资本集团有限责任公司 | 1,183 | -26.15 | 922 | -30.31 | ||||
2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 43,509 | -0.09 | 33,917 | -5.70 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 13,188 | -14.70 | 10,280 | -19.49 | ||||
2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 1,376 | -6.46 | 1,072 | -11.70 | ||||
2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 7,437 | -0.75 | 5,797 | -6.32 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 35,600 | -74.20 | 27,751 | -75.65 | |||
2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 5,929 | -10.57 | 4,622 | -15.61 | ||||
2025-08-13 | 13F | 绿丰资产管理有限公司 | 6,722 | -3.43 | 5,240 | -8.85 | ||||
2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 11,653 | -0.82 | 9,084 | -6.39 | ||||
2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 258 | -18.61 | 201 | -22.99 | ||||
2025-07-21 | 13F | 康士廉财富咨询有限责任公司 | 3,032 | -9.14 | 2,363 | -14.23 | ||||
2025-08-13 | 13F | 丹卡金融 | 2,100 | -74.39 | 1,637 | -75.83 | ||||
2025-08-14 | 13F | 山顶控股公司 | 8,326 | -4.93 | 6,490 | -10.27 | ||||
2025-08-14 | 13F | Ariadne财富管理有限公司 | 1,130 | -7.60 | 746 | -16.93 | ||||
2025-07-22 | 13F | 马克斯集团财富管理公司 | 455 | -14.31 | 354 | -19.18 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 683 | -18.01 | 532 | -22.56 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-05-15 | 13F | 韦斯资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | 地层财富顾问有限责任公司 | 296 | -27.98 | 231 | -32.15 | ||||
2025-05-29 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 1,427 | -22.45 | 1,179 | 9.89 | ||||
2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 1,292 | -3.73 | 1,007 | -9.12 | ||||
2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 41,207 | -6.14 | 32,122 | -11.41 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Capital Appreciation 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 | 3,133 | -4.83 | 2,442 | -10.15 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 31,149 | -3.38 | 25,726 | 3.36 | ||||
2025-07-29 | 13F | 贝尔与布朗财富顾问有限公司 | 12,577 | -7.84 | 9,811 | -12.97 | ||||
2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 2,220 | -16.67 | 2 | -50.00 | ||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 2,183 | -4.34 | 1,702 | -9.71 | ||||
2025-08-11 | 13F | 持久资产合伙有限公司 | 3,404 | -24.15 | 2,654 | -28.41 | ||||
2025-08-04 | 13F | 三角帆信托基金 | 12,335 | -18.15 | 9,616 | -22.75 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 1,406 | -6.39 | 1,096 | -11.61 | ||||
2025-05-13 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 布里斯托尔门资本合作伙伴公司 | 96,863 | -18.10 | 75,507 | -22.70 | ||||
2025-06-27 | NP | DLCEX - 德纳大型股票基金投资者类别股票 | 1,500 | -11.76 | 1,348 | -2.18 | ||||
2025-08-27 | NP | PFGRX - 胜利先锋基本面增长基金 R 类 | 334,465 | -3.33 | 260,726 | -8.75 | ||||
2025-05-14 | 13F | 蒙特利私人财富公司 | 1,122 | -8.85 | 927 | -2.53 | ||||
2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 143,200 | -3.89 | 111,629 | -9.29 | ||||
2025-07-09 | 13F | 大卫·J·伊瓦尔斯集团 | 880 | -10.66 | 686 | -15.62 | ||||
2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 474,022 | -2.02 | 369,514 | -7.52 | ||||
2025-07-17 | 13F | 海岸线信托公司 | 18,373 | -0.14 | 14,322 | -5.75 | ||||
2025-07-07 | 13F | HMS 资本管理有限责任公司 | 1,618 | -6.64 | 1,261 | 0.48 | ||||
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 | 3,635 | -12.79 | 2,681 | -30.13 | ||||
2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 4,348 | -3.87 | 3,207 | -22.98 | ||||
2025-08-06 | 13F | 价值财富顾问有限责任公司 | 120 | -11.11 | 94 | -16.22 | ||||
2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 21,840 | -2.21 | 17,025 | -7.70 | ||||
2025-08-14 | 13F | 富国银行/百万 | Put | 454,100 | -6.58 | 353,985 | -11.83 | |||
2025-08-25 | NP | MGFAX - 万通互助理财全球基金 A 类 | 5,962 | -3.12 | 4,648 | -8.56 | ||||
2025-08-05 | 13F | 惠灵顿希尔兹有限责任公司 | 12,765 | -0.82 | 9,950 | -6.40 | ||||
2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS Capital Growth VIP A 级 | 11,485 | -3.99 | 8,953 | -9.38 | ||||
2025-08-14 | 13F | 克利福德集团有限责任公司 | 442 | -9.80 | 345 | -14.85 | ||||
2025-07-17 | 13F | 詹尼资本管理有限公司 | 11,487 | -1.70 | 9 | -11.11 | ||||
2025-07-08 | 13F | ZRC财富管理有限公司 | 562 | -12.05 | 438 | -16.89 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 英镑财富管理公司 | 1,422 | -4.82 | 1,109 | -3.90 | ||||
2025-07-28 | 13F | 汉密尔顿点投资顾问有限公司 | 5,061 | -0.37 | 3,945 | -5.96 | ||||
2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 12,153 | -0.29 | 9,474 | -5.89 | ||||
2025-07-09 | 13F | 诚实资本有限责任公司 | 2,440 | -2.90 | 1,902 | -8.34 | ||||
2025-07-10 | 13F | 焦点金融网络有限公司 | 7,460 | -13.31 | 5,816 | -18.18 | ||||
2025-08-27 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,440 | -1.99 | 3,461 | -7.48 | ||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 75,126 | -1.57 | 58,557 | -7.11 | ||||
2025-04-28 | NP | BCUS - Bancreek 美国大盘股 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 1,202,877 | -20.35 | 936,539 | -24.88 | ||||
2025-08-25 | 13F | 支点股权管理 | 0 | -100.00 | 0 | |||||
2025-03-28 | NP | Advent Claymore 可转换证券和收益基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | FFLG - 富达增长机会 ETF | 9,982 | -7.86 | 8,973 | 2.13 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A2 系列 | 1,282 | -6.15 | 999 | -11.44 | ||||
2025-08-06 | 13F | 华盛顿信托银行 | 6,979 | -1.44 | 5,440 | -6.98 | ||||
2025-08-08 | 13F | AJ 顾问有限责任公司 | 314 | -0.63 | 245 | -6.51 | ||||
2025-08-13 | 13F | 克莱雷资产管理公司 | 440 | -1.57 | 0 | |||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 1,983 | -5.39 | 1,463 | -24.21 | ||||
2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 636 | -8.36 | 496 | -13.44 | ||||
2025-08-13 | 13F | 信托集团有限责任公司 | 7,325 | -0.61 | 5,710 | -6.18 | ||||
2025-05-15 | 13F | 安吉利斯投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 德纳利顾问有限公司 | 12,776 | -5.47 | 9,959 | -10.79 | ||||
2025-08-12 | 13F | 峰会全球投资 | 4,035 | -48.59 | 3 | -50.00 | ||||
2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 15,842 | -4.17 | 12,349 | -9.55 | ||||
2025-05-13 | 13F | 正交资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 34,431 | -14.04 | 26,840 | -18.87 | ||||
2025-08-14 | 13F | 卡玛达财务顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 未来基金有限责任公司 | 2,278 | -14.87 | 1,776 | -19.68 | ||||
2025-08-14 | 13F | 嘉实投资服务有限公司 | 2,345 | -4.21 | 1,828 | -9.55 | ||||
2025-08-11 | 13F | 多元化投资组合公司 | 2,038 | -0.59 | 1,589 | -6.20 | ||||
2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 2,306 | -5.76 | 1,798 | -11.08 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 医疗保健行业基金 (I) | 391,403 | -3.24 | 305,110 | -8.68 | ||||
2025-08-25 | 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 | 1,997 | -39.54 | 1,557 | -42.94 | ||||
2025-08-29 | NP | JAEDX - 蓝筹增长信托资产净值 | 76,667 | -3.84 | 59,764 | -9.24 | ||||
2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 30,280 | -22.44 | 23,604 | -26.79 | ||||
2025-07-08 | 13F | 爱华顾问有限公司 | 2,241 | -10.43 | 1,747 | -15.49 | ||||
2025-07-31 | 13F | Topsail财富管理有限责任公司 | 735 | -5.28 | 573 | -10.62 | ||||
2025-08-05 | 13F | 南达科他州投资委员会 | 62,814 | -0.88 | 49 | -7.69 | ||||
2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 9,846 | -2.51 | 8,851 | 8.06 | ||||
2025-08-05 | 13F | 希尔斯银行信托公司 | 3,129 | -2.04 | 2,439 | -7.51 | ||||
2025-08-08 | 13F | 赫多克公司 | 2,785 | -11.14 | 2,171 | -16.15 | ||||
2025-08-07 | 13F | 国会家族办公室有限公司 | 2,261 | -2.88 | 1,763 | -8.32 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 526 | -4.01 | 410 | -9.29 | ||||
2025-08-28 | NP | WBIF - WBI BullBear Value 3000 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 信赖投资管理有限责任公司 | 979 | -2.20 | 763 | -7.63 | ||||
2025-08-28 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-08 | 13F | 海德兰资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 图标财富顾问有限责任公司 | 14,133 | -0.49 | 11,017 | -6.08 | ||||
2025-04-25 | 13F | 施兰斯基联合公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | JABLX - Janus Henderson 平衡投资组合服务股票 | 133,997 | -3.69 | 104,455 | -9.10 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 500,401 | -22.72 | 390 | -26.97 | ||||
2025-07-08 | 13F | 五重奏私人银行(欧洲)SA | 35,523 | -5.78 | 27,691 | -11.07 | ||||
2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 1,700,056 | -0.59 | 1,325,245 | -6.17 | ||||
2025-07-24 | NP | FMILX - 富达新千年基金 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 | 65,700 | -5.74 | 48,465 | -24.47 | ||||
2025-07-16 | 13F | Kingsman财富管理有限公司 | 1,416 | -31.30 | 1,104 | -35.14 | ||||
2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 1,221 | -1.61 | 952 | -7.13 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | 2,863 | -74.02 | 2,231 | -75.49 | ||||
2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 1,343 | -15.69 | 1,109 | -9.76 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Put | 4,300 | -83.20 | 3,352 | -84.15 | |||
2025-07-25 | NP | MFSG-MFS主动增长ETF | 434 | -51.62 | 320 | -61.21 | ||||
2025-07-09 | 13F | Mfg 财富管理有限公司 | 2,097 | -23.02 | 1,635 | -27.35 | ||||
2025-08-07 | 13F | 峰会资产管理有限责任公司 | 1,394 | -0.99 | 1,087 | -6.54 | ||||
2025-08-22 | NP | FCNTX - 富达对冲基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,184,210 | -8.64 | 3,261,717 | -13.77 | ||||
2025-08-04 | 13F | 背风金融合作伙伴有限责任公司 | 3,730 | -43.94 | 2,908 | -47.09 | ||||
2025-08-28 | NP | OZEM - Roundhill GLP-1 和减肥 ETF | 6,948 | -12.86 | 5,416 | -17.74 | ||||
2025-08-29 | NP | JLGAX - JAG大盘成长基金A类 | 1,680 | -4.38 | 1,310 | -9.79 | ||||
2025-03-28 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 1,265 | -62.32 | 1,026 | -44.84 | ||||
2025-07-31 | 13F | 达顿财富集团公司 | 1,325 | -8.30 | 1,033 | -13.50 | ||||
2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 1,564 | -0.64 | 1,219 | -6.16 | ||||
2025-07-25 | 13F | 范斯特鲁姆和汤公司 | 7,029 | -2.09 | 5,479 | -7.59 | ||||
2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 962 | -0.82 | 750 | -6.49 | ||||
2025-08-01 | 13F | 第一国民信托公司 | 32,588 | -2.46 | 25,403 | -7.94 | ||||
2025-08-04 | 13F | AMG 国家信托银行 | 10,734 | -0.26 | 8,367 | -5.86 | ||||
2025-08-28 | NP | SRVEX - 胜利多元化股票基金A级 | 8,492 | -17.75 | 6,620 | -22.37 | ||||
2025-05-13 | 13F | CacheTech 公司 | 335 | -4.29 | 277 | 2.59 | ||||
2025-05-12 | 13F | 蓝图投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 卡姆登国家银行 | 1,263 | -0.55 | 985 | -6.11 | ||||
2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 2,093 | -9.12 | 1,632 | -14.25 | ||||
2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 900 | -1.10 | 702 | -6.66 | ||||
2025-07-31 | 13F | 国民西敏寺集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 拉瑟与基特雷尔公司 | 1,307 | -0.61 | 1,019 | -6.26 | ||||
2025-07-11 | 13F | 弗吉尼亚信托公司/va | 23,335 | -2.84 | 18,190 | -8.29 | ||||
2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | NWK集团有限公司 | 15,459 | -0.31 | 12,051 | -5.91 | ||||
2025-06-25 | NP | LEGAX - 哥伦比亚大盘成长基金 A 类 | 221,070 | -12.62 | 198,731 | -3.16 | ||||
2025-08-14 | 13F | 离子资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类 | 43,682 | -24.78 | 34,051 | -29.01 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 331,275 | -1.14 | 258,239 | -6.69 | ||||
2025-08-28 | NP | MNNAX - Victory Munder 多股基金 A 类 | 12,500 | -18.30 | 9,744 | -22.89 | ||||
2025-08-07 | 13F | 霍华德贝利证券有限责任公司 | 432 | -0.69 | 336 | -6.15 | ||||
2025-06-30 | NP | CAML - 国会大盘成长 ETF | 9,568 | -0.80 | 8,601 | 9.96 | ||||
2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 507 | -0.59 | 419 | 6.36 | ||||
2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 360 | -4.00 | 281 | -3.11 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 3,690,264 | -2.79 | 2,876,582 | -8.25 | ||||
2025-08-11 | 13F | 无畏财务规划集团有限责任公司 | 8,023 | -0.06 | 6,254 | -5.67 | ||||
2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 117,262 | -0.78 | 91,409 | -6.35 | ||||
2025-05-28 | NP | JPIVX - 摩根大通无畏价值基金 I 类 | 919 | -10.86 | 759 | -4.53 | ||||
2025-08-12 | 13F | 艾德有限责任公司 | 261 | -5.09 | 203 | -10.57 | ||||
2025-08-13 | 13F | 肯尼迪资本管理公司 | 36,234 | -16.24 | 28,245 | -20.94 | ||||
2025-08-28 | NP | NDOW-Anydrus Advantage ETF | 113 | -33.14 | 88 | -36.69 | ||||
2025-08-26 | NP | PUTNAM 可变信托 - Putnam VT 全球医疗保健基金 IA 类股票 | 18,900 | -16.37 | 14,733 | -21.07 | ||||
2025-08-26 | NP | NANC - 不寻常的鲸鱼颠覆性民主交易 ETF | 6,036 | -7.31 | 4,705 | -12.51 | ||||
2025-07-14 | 13F | 战略规划集团有限责任公司 | 453 | -93.94 | 354 | -94.28 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 15,558 | -1.56 | 12,131 | -7.09 | ||||
2025-07-24 | 13F | 百特兄弟公司 | 1,234 | -42.71 | 962 | -45.98 | ||||
2025-08-12 | 13F | 卡尔顿联合公司 | 2,212 | -12.64 | 1,724 | -17.55 | ||||
2025-07-31 | 13F | 朗维尤财务顾问有限公司 | 1,598 | -0.99 | 1,246 | -6.60 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 19,339 | -14.98 | 15,075 | -19.75 | ||||
2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 1,872 | -6.31 | 1,445 | -8.95 | ||||
2025-08-08 | 13F | 家族企业有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 迪克森·米切尔投资顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 德克萨斯州资本银行股份公司/德克萨斯州 | 1,508 | -0.26 | 1,176 | -5.85 | ||||
2025-06-26 | NP | SVBAX - A 类平衡基金 | 184,231 | -4.35 | 165,614 | 6.01 | ||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 47,724 | -3.86 | 37,202 | -9.25 | ||||
2025-08-05 | 13F | 关键金融公司 | 733 | -17.45 | 571 | -22.10 | ||||
2025-08-11 | 13F | 沃杜州银行 | 20,316 | -2.89 | 16 | -11.76 | ||||
2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 1,320 | -94.39 | 1 | -94.44 | ||||
2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 908 | -7.63 | 708 | -12.82 | ||||
2025-08-08 | 13F | 中环资产投资管理控股(香港)有限公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 6,297 | -0.62 | 4,909 | -6.19 | ||||
2025-06-27 | NP | LAVGX - 阿贝特勋爵国际成长基金 R6 级 | 30 | -11.76 | 27 | -3.70 | ||||
2025-08-11 | 13F | 第一美国信托公司、联邦安全局 | 27,732 | -10.50 | 21,619 | -15.53 | ||||
2025-06-23 | NP | IYH - iShares 美国医疗保健 ETF | 453,231 | -1.22 | 407,432 | 9.48 | ||||
2025-08-06 | 13F | 黑斯威夫特集团有限责任公司 | 1,200 | -36.74 | 935 | -40.29 | ||||
2025-07-31 | 13F | BIP 财富有限责任公司 | 885 | -11.94 | 690 | -16.99 | ||||
2025-07-30 | 13F | 黑钻石金融有限责任公司 | 2,919 | -2.57 | 2,276 | -8.00 | ||||
2025-07-29 | 13F | 地区金融公司 | 347,872 | -2.48 | 271,177 | -7.96 | ||||
2025-06-26 | NP | FLCSX - 富达大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,297 | -3.44 | 35,326 | 7.02 | ||||
2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 506 | -9.64 | 394 | -14.72 | ||||
2025-08-01 | 13F | Reliant投资合伙公司 | 3,172 | -0.28 | 2,473 | -5.90 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 1,203 | -10.69 | 938 | -15.74 | ||||
2025-06-18 | NP | GGEAX - 全国全球可持续股票基金 A 类 | 7,130 | -3.44 | 6,410 | 7.01 | ||||
2025-07-14 | 13F | 梅森有限责任公司 | 1,943 | -0.05 | 1,515 | -5.67 | ||||
2025-08-12 | 13F | Meridian 财富顾问有限责任公司 | 6,380 | -0.37 | 4,973 | -5.97 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 716 | -11.17 | 644 | -1.53 | ||||
2025-07-31 | 13F | 洞察财富合作伙伴有限责任公司 | 388 | -0.77 | 302 | -6.50 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | Put | 100 | -88.89 | 5 | -85.19 | |||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica WMC 美国增长副总裁初始 | 216,550 | -0.76 | 168,807 | -6.33 | ||||
2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 1,120 | -2.35 | 826 | -21.71 | ||||
2025-07-28 | NP | EAFGX - 伊顿万斯聚焦增长机会基金 A 类 | 3,459 | -31.21 | 2,552 | -44.88 | ||||
2025-07-16 | 13F | 科尔顿·格鲁姆财务顾问有限公司 | 350 | -12.50 | 273 | -24.23 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 498,841 | -2.84 | 388,862 | -8.30 | ||||
2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 81,816 | -2.65 | 63,778 | -8.11 | ||||
2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 157,609 | -22.37 | 122,861 | -26.73 | ||||
2025-07-09 | 13F | 索耶公司 | 11,826 | -0.87 | 9 | 0.00 | ||||
2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 226 | -26.38 | 176 | -30.43 | ||||
2025-08-13 | 13F | 麦科勒姆·克里斯托弗森集团有限责任公司 | 460 | -10.85 | 359 | -15.96 | ||||
2025-08-06 | 13F | 卡帕索规划合作伙伴有限责任公司 | 1,429 | -22.59 | 1,114 | -26.95 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 33,285 | -1.98 | 25,947 | -7.48 | ||||
2025-06-26 | NP | WLTG - WealthTrust DBS 长期增长 ETF | 871 | -34.46 | 783 | -27.39 | ||||
2025-08-14 | 13F | 伊卡里安资本有限责任公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 40,100 | -36.04 | 31,259 | -39.64 | ||||
2025-07-25 | NP | MMLG - First Trust 多管理人大型增长 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 | 1,252 | -19.28 | 924 | -35.32 | ||||
2025-07-21 | 13F | 肯纳贝克储蓄银行 | 193 | -3.50 | 150 | -9.09 | ||||
2025-08-12 | 13F | 维克曼投资顾问公司 | 490 | -15.37 | 382 | -20.29 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 782 | -11.14 | 609 | -16.23 | ||||
2025-08-07 | 13F | Montag A & Associates 公司 | 22,638 | -1.24 | 17,647 | -6.79 | ||||
2025-06-25 | NP | POLRX - Polen 成长基金投资者类别 | 347,917 | -7.10 | 312,760 | 2.96 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 16,806 | -7.87 | 13,101 | -13.04 | ||||
2025-08-14 | 13F | 萨瓦资本有限责任公司 | 18,816 | -0.53 | 14,668 | 0.44 | ||||
2025-08-14 | 13F | MGB 财富管理有限责任公司 | 1,880 | -9.09 | 1,465 | -14.18 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 958 | -5.99 | 747 | -11.28 | ||||
2025-08-26 | NP | NAINX - VIRTUS 战术配置基金 A 类 | 7,026 | -2.58 | 5,477 | -8.06 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 63 | -22.22 | 49 | -25.76 | ||||
2025-07-10 | 13F | 巴德尔银行 | 3,843 | -27.37 | 2,942 | -30.56 | ||||
2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 20,202 | -8.21 | 15,748 | -13.37 | ||||
2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 4,848 | -55.44 | 3,779 | -57.94 | ||||
2025-08-08 | 13F | 富通集团顾问有限责任公司 | 2,350 | -12.74 | 1,747 | -21.45 | ||||
2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 4,743 | -18.31 | 4,264 | -9.47 | ||||
2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 651 | -11.79 | 507 | -16.75 | ||||
2025-05-07 | 13F | 费曼集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 13,145 | -44.54 | 10,247 | -47.65 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 普通股投资组合初始类别 | 49,111 | -4.01 | 38,283 | -9.40 | ||||
2025-07-09 | 13F | 哈丁资本合伙有限公司 | 1,104 | -13.41 | 857 | -18.71 | ||||
2025-06-25 | NP | RDLAX - 哥伦比亚纪律成长基金 A 类 | 5,085 | -3.29 | 4,571 | 7.20 | ||||
2025-08-13 | 13F | 加纳资产管理公司 | 520 | -2.26 | 405 | -7.74 | ||||
2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 47,061 | -8.57 | 42,305 | 1.33 | ||||
2025-08-13 | 13F | Elios 金融集团公司 | 465 | -6.63 | 363 | -11.92 | ||||
2025-07-29 | 13F | 戈德斯坦顾问有限责任公司 | 636 | -4.36 | 496 | -9.84 | ||||
2025-08-28 | NP | MEDX - 地平线动力学医疗ETF | 3,218 | -4.20 | 2,509 | -9.59 | ||||
2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 1,406 | -6.02 | 1,096 | -11.26 | ||||
2025-08-15 | 13F | 苏达国家银行安全 | 837 | -8.62 | 652 | -13.76 | ||||
2025-08-14 | 13F | J.高盛公司 | 15,053 | -50.46 | 11,734 | -53.25 | ||||
2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 13,157 | -2.08 | 10,256 | -7.58 | ||||
2025-07-25 | 13F | 航点财富顾问 | 629 | -20.58 | 490 | -25.08 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 38,341 | -4.49 | 29,888 | -9.85 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/ClearBridge 大盘成长基金 (A) 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 | 20,959 | -1.41 | 16,338 | -6.95 | ||||
2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 494,343 | -3.53 | 385,355 | -8.95 | ||||
2025-08-08 | 13F | Mv 资本管理公司 | 2,458 | -0.32 | 1,916 | -5.89 | ||||
2025-05-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | J.高盛公司 | Put | 8,000 | -33.33 | 6,236 | -37.07 | |||
2025-07-22 | 13F | 传统 CG 有限责任公司 | 2,358 | -66.29 | 1,838 | -68.18 | ||||
2025-08-13 | 13F | 阿蒙迪 | 3,561,227 | -28.10 | 2,775,193 | -29.08 | ||||
2025-07-22 | 13F | 克拉玛顿投资顾问公司 | 913 | -13.38 | 711 | -18.28 | ||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 93 | -47.16 | 77 | -43.70 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 36,855 | -6.08 | 28,730 | -11.35 | ||||
2025-08-13 | 13F | Serenus 财富顾问有限公司 | 484 | -4.91 | 377 | -10.24 | ||||
2025-08-28 | NP | RSMV - 相对强弱管理波动率策略ETF | 1,448 | -66.59 | 1,129 | -68.48 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 14,678 | -13.51 | 11,442 | -18.37 | ||||
2025-08-06 | 13F | 荷兰集团 | 31,489 | -76.11 | 24,547 | -77.45 | ||||
2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 5,278 | -1.09 | 4,114 | -6.65 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 201,300 | -7.81 | 157 | -13.33 | ||||
2025-07-11 | 13F | 赖特投资者服务公司 | 2,575 | -4.03 | 2,007 | -9.39 | ||||
2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 19,922 | -1.80 | 15,530 | -7.32 | ||||
2025-07-21 | 13F | 基数战略财富指南 | 611 | -4.53 | 476 | -9.85 | ||||
2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 75,943 | -72.16 | 59,200 | -73.72 | ||||
2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 11,148 | -1.53 | 8,690 | -7.06 | ||||
2025-03-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-25 | NP | HART - IQ 健康心脏 ETF | 530 | -11.67 | 476 | -2.06 | ||||
2025-06-26 | NP | FCLKX - 富达大盘股票 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 380 | -26.92 | 342 | -19.00 | ||||
2025-08-26 | NP | IHE - iShares 美国制药 ETF | 156,697 | -5.43 | 122,150 | -10.74 | ||||
2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 6,081 | -14.07 | 4,740 | -18.89 | ||||
2025-08-12 | 13F | 巴恩斯·佩蒂财务顾问有限公司 | 476 | -2.06 | 371 | -7.48 | ||||
2025-07-17 | 13F | 坦帕斯财富规划有限责任公司 | 2,415 | -16.46 | 1,883 | -21.16 | ||||
2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 94,548 | -2.27 | 84,994 | 8.31 | ||||
2025-08-13 | 13F | 资本分析师公司 | 2,085 | -2.66 | 2 | 0.00 | ||||
2025-08-01 | 13F | 丽城贸易有限责任公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 5,549 | -0.47 | 4,325 | -6.06 | ||||
2025-08-15 | 13F | 44 财富管理有限公司 | 1,219 | -24.43 | 950 | -28.68 | ||||
2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 382 | -18.90 | 343 | -10.21 | ||||
2025-07-18 | 13F | 洛克曼金融集团公司 | 621 | -0.16 | 484 | -5.65 | ||||
2025-08-05 | NP | HNASX - 成长基金 | 11,521 | -0.91 | 8,981 | -6.48 | ||||
2025-07-01 | 13F | 伯克特金融服务有限公司 | 356 | -0.56 | 278 | -6.10 | ||||
2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 965 | -3.21 | 752 | -8.63 | ||||
2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 10 | -96.83 | 8 | -97.30 | ||||
2025-07-08 | 13F | GK财富管理有限责任公司 | 415 | -20.35 | 323 | -24.88 | ||||
2025-07-14 | 13F | UMA 金融服务公司 | 1,024 | -26.65 | 799 | -30.73 | ||||
2025-07-18 | 13F | RKL财富管理有限责任公司 | 2,782 | -1.07 | 2,168 | -6.63 | ||||
2025-06-27 | NP | PJP - Invesco Dynamic Pharmaceuticals 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 | 14,374 | -18.43 | 12,922 | -9.59 | ||||
2025-08-13 | 13F | 伯比斯资本管理有限公司 | 632 | -29.15 | 493 | -33.15 | ||||
2025-07-30 | 13F | Exencial 财富顾问有限公司 | 6,012 | -13.07 | 4,687 | -17.96 | ||||
2025-08-12 | 13F | 自由格列佛有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-04-29 | 13F | 佩森公司 | 21,340 | -0.96 | 17,625 | 5.96 | ||||
2025-08-12 | 13F | 自由格列佛有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Consilio 财富顾问有限公司 | 882 | -1.23 | 684 | -7.33 | ||||
2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 22,294 | -9.39 | 17,379 | -14.47 | ||||
2025-05-13 | 13F | Windward资本管理公司/ca | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 卢茨和格林利集团公司 | 1,044 | -1.88 | 814 | -7.40 | ||||
2025-05-15 | 13F | 南塔哈拉资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 3,456 | -15.38 | 2,694 | -20.13 | ||||
2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 12,876 | -6.83 | 9,498 | -25.35 | ||||
2025-08-26 | NP | PXWIX - Pax Elevate 全球女性领导力基金机构班 | 13,589 | -6.46 | 10,593 | -11.71 | ||||
2025-07-15 | 13F | 复地资本有限公司 /adv | 1,820 | -2.83 | 1,419 | -8.21 | ||||
2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 1,718 | -0.41 | 1,339 | -6.04 | ||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 16,182 | -37.47 | 12,614 | -40.98 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. 等 | 27,399 | -8.88 | 21,358 | -14.00 | ||||
2025-08-27 | NP | PVFYX - 胜利先锋核心股票基金Y类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | JAFRX - 资本增值价值信托资产净值类别 | 4,635 | -9.12 | 3,613 | -14.22 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 96,379 | -3.74 | 75,124 | -9.17 | ||||
2025-05-22 | NP | IGMAX - VY(R) Invesco Oppenheimer 全球投资组合 ADV 级 | 14,546 | -2.12 | 12,014 | 4.72 | ||||
2025-07-17 | 13F | 尼科尔森迈耶资本管理公司 | 2,237 | -9.69 | 1,743 | -14.77 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 40,327 | -4.32 | 31,436 | -9.69 | ||||
2025-07-29 | 13F | Aware Super Pty Ltd 担任 Aware Super 的受托人 | 69,204 | -2.93 | 53,947 | -8.38 | ||||
2025-08-26 | NP | PRGFX - T. Rowe 价格增长股票基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,461,071 | -18.48 | 1,138,949 | -23.06 | ||||
2025-05-30 | NP | GQRRX - GQG PARTNERS 全球优质股票基金 R6 股 | 115,861 | -59.33 | 95,691 | -56.49 | ||||
2025-07-28 | NP | VSTIX - 股票指数基金 | 100,776 | -2.47 | 74,339 | -21.85 | ||||
2025-08-12 | 13F | 木材溪资本管理有限责任公司 | 12,677 | -0.56 | 9,710 | -7.77 | ||||
2025-08-08 | 13F | 复兴银行 | 405 | -69.55 | 316 | -71.31 | ||||
2025-07-22 | 13F | 美国顾问财富管理有限责任公司 | 274 | -4.20 | 0 | |||||
2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 69,099 | -0.24 | 53,865 | -5.84 | ||||
2025-07-29 | NP | GQETX - 转基因生物质量基金三级 | 150,650 | -8.09 | 111,130 | -26.35 | ||||
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 | 173,428 | -0.69 | 135,192 | -6.26 | ||||
2025-08-12 | 13F | 瑞石顾问有限责任公司 | 800 | -16.23 | 624 | -20.94 | ||||
2025-05-15 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | 罗马诺兄弟公司 | 6,032 | -0.30 | 4,702 | -5.90 | ||||
2025-08-07 | 13F | 梅林投资管理有限公司 | 1,300 | -13.33 | 1,013 | -18.17 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL T. Rowe Price 资本增值基金 2 级 | 9,104 | -17.24 | 7,097 | -21.89 | ||||
2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 16,192 | -1.98 | 12,622 | -7.48 | ||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 731,963 | -6.44 | 539,947 | -25.03 | ||||
2025-07-24 | 13F | 帕普·L·罗伊建筑事务所 | 2,097 | -1.04 | 1,635 | -6.63 | ||||
2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 40,489 | -0.35 | 31,562 | -5.95 | ||||
2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 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 | 11,499 | -14.05 | 8,482 | -31.14 | ||||
2025-05-14 | 13F | 拉坦资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 8,647 | -8.11 | 6,706 | -13.37 | ||||
2025-08-14 | 13F | 遗产财富管理有限公司 | 8,862 | -3.76 | 6,908 | -9.15 | ||||
2025-07-16 | 13F | 库曼建筑事务所 | 390 | -2.99 | 304 | -8.43 | ||||
2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 380 | -4.52 | 296 | -9.76 | ||||
2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 36,861 | -14.31 | 28,734 | -19.13 | ||||
2025-07-17 | 13F | 绿叶信托 | 24,090 | -7.83 | 18,779 | -13.01 | ||||
2025-08-14 | 13F | Sirios 资本管理有限公司 | 12,297 | -16.20 | 9,586 | -20.92 | ||||
2025-04-10 | 13F | 弗洛伊德金融集团有限公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 皇冠财富集团有限责任公司 | 3,217 | -1.98 | 2,507 | -7.49 | ||||
2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 15,914 | -4.66 | 11,739 | -23.60 | ||||
2025-08-14 | 13F | 南点资本顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 401 | -17.66 | 312 | -22.19 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 1,517 | -22.64 | 1,183 | -26.99 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A4 系列 | 627 | -5.14 | 489 | -10.46 | ||||
2025-07-09 | 13F | 新罕布什尔银行 | 711 | -1.39 | 554 | -6.89 | ||||
2025-07-14 | 13F | 布雷迪马茨财富解决方案有限责任公司 | 718 | -9.57 | 560 | -14.50 | ||||
2025-08-07 | 13F | 卫报合伙公司 | 3,988 | -26.38 | 3,138 | -30.14 | ||||
2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 425,640 | -4.05 | 331,799 | -9.43 | ||||
2025-08-12 | 13F | 普罗维登斯财富顾问有限责任公司 | 12,661 | -0.77 | 8,088 | -20.79 | ||||
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 | 33,727 | -0.99 | 26,291 | -6.55 | ||||
2025-07-22 | NP | GSIIX - 高盛机构股票收益基金 | 5,156 | -1.38 | 3,803 | -20.98 | ||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 190,086 | -1.08 | 140,221 | -20.74 | ||||
2025-07-18 | 13F | 极限竞速财富管理有限责任公司 | 2,495 | -1.46 | 1,945 | -7.03 | ||||
2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 3,967 | -2.34 | 3,092 | -7.81 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe 定价大盘成长投资组合 A 类 | 67,704 | -16.52 | 52,777 | -21.21 | ||||
2025-08-14 | 13F | Haven 资本集团有限公司 | 303 | -0.33 | 236 | -5.98 | ||||
2025-07-22 | 13F | UniSuper管理有限公司 | 144,800 | -10.43 | 112,876 | -15.46 | ||||
2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 7 | -12.50 | 6 | 0.00 | ||||
2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 31,511 | -4.27 | 24,564 | -9.65 | ||||
2025-07-08 | 13F | 棱镜顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 海峡健全财富管理有限公司 | 866 | -6.98 | 675 | -12.24 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Call | 98,100 | -50.30 | 76,472 | -53.10 | |||
2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 5,692 | -1.32 | 5,117 | 9.36 | ||||
2025-07-21 | 13F | 交易所资本管理公司 | 1,702 | -5.81 | 1,326 | -11.13 | ||||
2025-08-14 | 13F | Sphera基金管理有限公司 | 11,540 | -1.28 | 8,996 | -6.83 | ||||
2025-05-22 | NP | QCELX - AQR 大盘多风格基金 I 类 | 1,110 | -86.15 | 917 | -87.10 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 16,634 | -0.38 | 12,966 | -5.98 | ||||
2025-07-09 | 13F | 防波堤资本集团 | 2,817 | -3.86 | 2,196 | -9.26 | ||||
2025-06-17 | NP | CFGRX - 成长基金股票 | 5,205 | -7.96 | 4,679 | 2.03 | ||||
2025-08-13 | 13F | 财富信托公理有限责任公司 | 9,833 | -3.60 | 7,665 | -9.02 | ||||
2025-07-25 | 13F | 我艾利森有限公司 | 1,467 | -1.34 | 1,144 | -6.92 | ||||
2025-08-14 | 13F | 城堡胡克合伙公司 | 105,450 | -66.56 | 82,201 | -68.43 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 40,592 | -10.59 | 32 | -16.22 | ||||
2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 1,000 | -4.85 | 780 | -10.14 | ||||
2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 5,272 | -49.44 | 4 | -50.00 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 19,231 | -0.59 | 14,991 | -6.17 | ||||
2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 43,407 | -0.47 | 32,020 | -20.25 | ||||
2025-08-12 | 13F | RD Lewis 控股公司 | 2,661 | -0.19 | 1,705 | -22.32 | ||||
2025-07-16 | 13F | 汤森资产管理公司 /nc/ /adv | 2,266 | -0.66 | 1,766 | -6.21 | ||||
2025-08-28 | NP | 保德信直布罗陀基金 - 保德信直布罗陀基金 | 5,213 | -2.43 | 4,064 | -7.91 | ||||
2025-07-17 | 13F | 第一乡村银行 /CT/ | 1,953 | -0.05 | 1,522 | -5.64 | ||||
2025-08-06 | 13F | 马尔廷财富管理公司 | 440 | -4.35 | 343 | -9.76 | ||||
2025-08-25 | NP | 伊顿万斯风险管理多元化股票收益基金 | 13,620 | -3.05 | 10,617 | -8.50 | ||||
2025-05-15 | 13F | 多伦多道明银行 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 22,802 | -1.01 | 17,775 | -6.57 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 36,391 | -0.43 | 28,368 | -6.02 | ||||
2025-07-31 | 13F | 第一商业金融服务公司 | 6,180 | -5.36 | 4,817 | -10.68 | ||||
2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 325 | -4.41 | 254 | -9.96 | ||||
2025-07-30 | 13F | 廉洁顾问公司 | 3,227 | -1.56 | 2,516 | -7.09 | ||||
2025-07-15 | 13F | Hidden Cove 财富管理有限责任公司 | 334 | -3.19 | 260 | -8.45 | ||||
2025-06-25 | NP | WRND - IQ 全球股票研发领导者 ETF | 88 | -2.22 | 79 | 9.72 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林大盘增长 VIP 基金 1 级 | 2,753 | -25.11 | 2,146 | -29.31 | ||||
2025-07-23 | 13F | DMG 集团有限责任公司 | 707 | -8.42 | 551 | -13.50 | ||||
2025-08-11 | 13F | Primecap 管理公司/ca/ | 12,154,908 | -17.76 | 9,475,115 | -22.38 | ||||
2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 995,362 | -0.37 | 775,915 | -5.97 | ||||
2025-08-12 | 13F | 布劳恩史黛西联合公司 | 47,653 | -5.31 | 37,147 | -10.63 | ||||
2025-08-11 | 13F | 顾问资源委员会 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | BluePath 资本管理有限责任公司 | 406 | -6.88 | 317 | -12.22 | ||||
2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 1,043,492 | -15.88 | 813,433 | -20.61 | ||||
2025-07-25 | 13F | 利斯惠勒投资顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 极地资本控股有限公司 | 70,602 | -24.10 | 55,036 | -28.37 | ||||
2025-07-18 | 13F | 联合规划公司 | 797 | -27.08 | 621 | -31.15 | ||||
2025-06-24 | NP | PGEOX - 波士顿乔治普特南基金 A 类股 | 27,304 | -2.65 | 24,545 | 7.90 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 223,873 | -11.31 | 174,516 | -16.29 | ||||
2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 1,603 | -0.80 | 1,250 | -6.37 | ||||
2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 2,279 | -9.85 | 1,777 | -14.89 | ||||
2025-05-01 | 13F | 莱恩与合伙人有限责任公司 | 2,537 | -2.27 | 2,095 | -0.52 | ||||
2025-08-26 | NP | NOSIX - 北方股票指数基金 | 232,706 | -2.29 | 181,401 | -7.78 | ||||
2025-07-15 | 13F | 水平财务顾问公司 | 458 | -0.43 | 357 | -6.07 | ||||
2025-06-26 | NP | FTQGX - 富达专注股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 114,000 | -62.50 | 102,480 | -58.44 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 战略大盘核心 VIP 基金 | 2,654 | -8.83 | 2,069 | -13.98 | ||||
2025-08-18 | NP | 太平洋精选基金 - 股息增长投资组合 I 类 | 14,201 | -1.39 | 11,070 | -6.92 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 1,133 | -20.04 | 883 | -24.53 | ||||
2025-06-26 | NP | USSCX - 科技基金份额 | 33,905 | -4.04 | 30,479 | 6.35 | ||||
2025-04-16 | 13F | 财富增值咨询服务有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | Qtron 投资有限责任公司 | 9,374 | -4.66 | 7,307 | -10.01 | ||||
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 | 766 | -15.92 | 597 | -20.61 | ||||
2025-07-15 | 13F | 决明资本合伙人有限责任公司 | 1,418 | -0.77 | 1,105 | -6.28 | ||||
2025-07-02 | 13F | 投资信托 | 6,528 | -39.78 | 5,089 | -43.17 | ||||
2025-08-13 | 13F | 主题 ETFS 有限责任公司 | 11,784 | -2.92 | 9,186 | -8.37 | ||||
2025-06-26 | NP | FDGFX - 富达股息增长基金 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 | 12,900 | -69.43 | 11,596 | -66.12 | ||||
2025-07-30 | NP | GQQQ-Astoria 美国优质增长王者 ETF | 870 | -52.51 | 642 | -61.98 | ||||
2025-08-08 | 13F | 包装管理公司 | 3,003 | -3.66 | 2,341 | -9.09 | ||||
2025-08-26 | NP | TRULX - T. Rowe Price 美国大盘核心基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 276,400 | -27.59 | 215,462 | -31.66 | ||||
2025-08-04 | 13F | 巴克海特资本管理有限公司 | 1,509 | -0.92 | 1,176 | -6.44 | ||||
2025-04-28 | NP | 约翰汉考克基金 II - 健康科学基金类资产净值 | 11,493 | -57.05 | 10,581 | -50.28 | ||||
2025-07-08 | 13F | 劳氏财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 315 | -2.48 | 235 | -9.65 | ||||
2025-08-14 | 13F | 帕克曼医疗保健合作伙伴有限责任公司 | 33,296 | -15.04 | 25,955 | -19.81 | ||||
2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 2,988 | -27.00 | 2,309 | -31.72 | ||||
2025-07-09 | 13F | 伯特财富顾问 | 2,356 | -2.36 | 1,837 | -7.83 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 105 | -55.70 | 82 | -58.46 | ||||
2025-07-31 | 13F | 三井住友信托控股公司 | 1,933,101 | -1.04 | 1,506,910 | -6.60 | ||||
2025-08-06 | 13F | 奥布莱恩格林公司 | 979 | -0.31 | 763 | -5.92 | ||||
2025-07-22 | 13F | 火棘财富合作伙伴有限公司 | 725 | -20.50 | 565 | -24.97 | ||||
2025-08-12 | 13F | 运行点资本顾问有限责任公司 | 2,291 | -1.84 | 1,786 | -7.37 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 632,072 | -2.13 | 493 | -7.69 | ||||
2025-05-07 | 13F | 维斯塔私人财富合作伙伴。有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
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 | 171,248 | -9.96 | 153,943 | -0.20 | ||||
2025-08-06 | 13F | 布鲁克特里资本管理公司 | 2,246 | -8.85 | 1,751 | -14.00 | ||||
2025-07-22 | 13F | Kercheville 顾问有限责任公司 | 8,483 | -1.91 | 6,613 | -7.42 | ||||
2025-08-07 | 13F | 罗斯莫尔私人资本 | 20,500 | -0.21 | 15,980 | -5.81 | ||||
2025-07-24 | 13F | 支付宝证券公司 | 12 | -7.69 | 9 | -10.00 | ||||
2025-07-22 | 13F | 杰默资产管理有限公司 | 1,024 | -6.14 | 798 | -11.33 | ||||
2025-08-27 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- INVESCO VI 核心股票基金系列 I | 15,769 | -7.69 | 12,292 | -12.88 | ||||
2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 3,579 | -85.05 | 2,790 | -85.89 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-25 | NP | ACWV - iShares Edge MSCI 最小成交量全球 ETF | 15,715 | -2.57 | 11,592 | -21.93 | ||||
2025-08-28 | NP | ARILX - 亚里士多德核心股票基金 II I 类 | 8,684 | -0.90 | 6,769 | -6.47 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 5,171 | -21.03 | 4,031 | -25.48 | ||||
2025-08-14 | 13F | 沃特斯帕克森有限公司 | 10,897 | -0.83 | 8,495 | -6.40 | ||||
2025-07-23 | 13F | 分水岭私人财富有限责任公司 | 348 | -7.45 | 271 | -12.58 | ||||
2025-08-20 | 13F | 肯塔基州退休系统 | 51,318 | -6.15 | 40,004 | -11.42 | ||||
2025-08-14 | 13F | 赫罗德顾问公司 | 9,718 | -7.76 | 7,575 | -12.96 | ||||
2025-08-29 | NP | WDNA - WisdomTree BioRevolution 基金 N/A | 57 | -10.94 | 44 | -15.38 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 16,541 | -0.95 | 12,894 | -6.50 | ||||
2025-08-14 | 13F | 科学技术研究有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 18,500 | -8.42 | 14,421 | -13.56 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | 3 | -99.98 | 2 | -99.99 | ||||
2025-07-25 | 13F | Lodestar私人资产管理有限公司 | 764 | -5.91 | 595 | -11.19 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 96,600 | -8.61 | 75,303 | -13.74 | |||
2025-07-10 | 13F | 高净值咨询集团有限责任公司 | 4,392 | -1.55 | 3,425 | -7.08 | ||||
2025-07-31 | 13F | 哈特福德财务管理公司 | 894 | -94.00 | 697 | -94.33 | ||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -31 | -3.12 | -24 | -7.69 | |||
2025-07-25 | 13F | 约翰逊投资顾问公司 | Put | 1,500 | -50.00 | 1,169 | -52.81 | |||
2025-08-07 | 13F | 肯彭资本管理公司 | 44,903 | -11.51 | 35,003 | -16.48 | ||||
2025-04-10 | 13F | Alpha 财富基金有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | IAM 咨询有限责任公司 | 5,008 | -2.02 | 3,904 | -7.53 | ||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 121,678 | -1.60 | 94,410 | -5.18 | ||||
2025-07-24 | NP | HRTS - 心血管和代谢 ETF 主题 | 6,697 | -13.37 | 4,940 | -30.59 | ||||
2025-07-21 | 13F | 25有限责任公司 | 322 | -1.23 | 251 | -6.69 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 医疗保健基金可变年金 | 450 | -27.18 | 351 | -31.37 | ||||
2025-07-10 | 13F | 财务管理网络公司 | 1,522 | -3.91 | 1,188 | 3.58 | ||||
2025-08-08 | 13F | 第一西部信托银行 | 1,203 | -14.13 | 938 | -19.01 | ||||
2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | TCI 财富顾问公司 | 8,047 | -0.57 | 6,273 | -6.15 | ||||
2025-07-29 | 13F | TFC财务管理 | 456 | -10.41 | 356 | -15.48 | ||||
2025-08-14 | 13F | FIL有限公司 | 154,892 | -22.13 | 120,743 | -26.50 | ||||
2025-06-26 | NP | FUMIX - 富达 SAI 美国动量指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,675 | -65.92 | 32,969 | -62.23 | ||||
2025-08-18 | NP | 太平洋精选基金 - 大盘成长投资组合 I 类 | 46,589 | -15.12 | 36,318 | -19.89 | ||||
2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 2,646 | -6.90 | 2,063 | -12.14 | ||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 23,773 | -2.88 | 18,533 | -8.71 | ||||
2025-07-24 | 13F | 卡特资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金:A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,538 | -14.14 | 35,498 | -18.96 | ||||
2025-08-26 | NP | Ivy可变保险投资组合 - Ivy VIP资产策略II级 | 7,987 | -2.42 | 6,226 | -7.90 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -19,996 | 148.61 | -15,587 | 134.67 | |||
2025-08-29 | NP | EGFIX - Edgewood 成长基金机构类别股票 | 1,074,480 | -4.57 | 837,589 | -9.93 | ||||
2025-06-27 | NP | CVTRX - Calamos 增长与收入基金 A 类 | 42,600 | -0.66 | 38,295 | 10.10 | ||||
2025-08-18 | 13F | 前排顾问有限责任公司 | 289 | -4.62 | 225 | -10.00 | ||||
2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 415 | -6.74 | 373 | 3.61 | ||||
2025-07-17 | 13F | 坎皮恩资产管理有限公司 | 2,978 | -2.42 | 2,321 | -7.90 | ||||
2025-08-12 | 13F | 中心财富管理 | 10,202 | -3.62 | 6,383 | -27.00 | ||||
2025-08-07 | 13F | 威尔金斯投资顾问公司 | 2,878 | -9.72 | 2,243 | -14.81 | ||||
2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 3,314 | -2.27 | 2,583 | -7.75 | ||||
2025-08-08 | 13F | 维斯特科公司 | 32,503 | -15.13 | 25 | -19.35 | ||||
2025-08-14 | 13F | 彭宁顿合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 2,682,524 | -6.52 | 2,091,108 | -11.77 | ||||
2025-06-30 | NP | GGHCX - 景顺医疗保健基金A级 | 129,157 | -7.90 | 116,106 | 2.07 | ||||
2025-05-27 | NP | FMAGX - 富达麦哲伦基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,066,544 | -3.17 | 880,869 | 3.59 | ||||
2025-08-08 | 13F | 多诺霍福林有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 44 | -2.22 | 36 | 5.88 | ||||
2025-08-13 | 13F | 波伦资本管理有限公司 | 1,737,910 | -0.95 | 1,354,753 | -6.51 | ||||
2025-07-09 | 13F | 弗拉加索集团公司 | 4,750 | -1.08 | 3,703 | -6.66 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 3,647 | -0.25 | 2,843 | -5.86 | ||||
2025-08-06 | 13F | 泽文资产管理有限公司 | 12,131 | -3.22 | 9 | -10.00 | ||||
2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 11,480 | -0.55 | 8,949 | -6.13 | ||||
2025-08-27 | NP | 保诚系列基金 - I 类股票投资组合 | 57,294 | -3.97 | 44,662 | -9.36 | ||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 31,127 | -3.88 | 24,265 | -9.28 | ||||
2025-07-23 | 13F | 劳布布洛克资本管理有限公司 | 22,123 | -2.41 | 17,245 | -7.89 | ||||
2025-07-22 | 13F | 全球资产咨询有限责任公司 | 2,955 | -5.11 | 2,293 | -3.37 | ||||
2025-07-28 | 13F | 纳维特财富有限责任公司 | 10,702 | -0.92 | 8,342 | -6.09 | ||||
2025-08-05 | 13F | 阿斯特拉财富合伙公司 | 275 | -7.41 | 214 | -12.65 | ||||
2025-08-12 | 13F | Pfc 资本集团公司 | 5,616 | -10.12 | 4 | -20.00 | ||||
2025-08-11 | 13F | 达美资产管理有限公司/TN | 644 | -1.53 | 502 | -7.04 | ||||
2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 5,802 | -8.18 | 5,216 | 1.76 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 17,603 | -3.96 | 13,722 | -9.35 | ||||
2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 2,252 | -16.25 | 1,755 | -20.98 | ||||
2025-08-14 | 13F | 格伦鹰顾问有限公司 | 3,634 | -0.06 | 2,833 | -5.69 | ||||
2025-07-30 | 13F | 汤利资本管理公司 / 德国 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | MML系列投资基金 - MML基本增长基金II类 | 2,050 | -24.88 | 1,598 | -29.07 | ||||
2025-07-24 | 13F | Invictus 私人财富有限公司 | 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 | 3,925 | -5.10 | 3,060 | -10.42 | ||||
2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 15,418 | -1.83 | 12,018 | -7.35 | ||||
2025-07-30 | 13F | Wbh 咨询公司 | 7,671 | -8.68 | 5,979 | -13.81 | ||||
2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 2,592 | -5.64 | 2,021 | -10.93 | ||||
2025-07-08 | 13F | 小房子资本有限公司 | 4,750 | -2.88 | 3,703 | -8.34 | ||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 8,107 | -8.98 | 6,320 | -14.10 | ||||
2025-08-05 | 13F | 德克萨斯银行与信托公司 | 4,405 | -4.13 | 3,434 | -9.54 | ||||
2025-08-07 | 13F | 简化资产管理公司 | 14,117 | -1.21 | 11,005 | -6.76 | ||||
2025-08-15 | 13F | 普威创新财富顾问有限公司 | 281 | -24.66 | 219 | -28.90 | ||||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 15,376 | -12.84 | 11,342 | -30.16 | ||||
2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 53,180 | -14.10 | 41,455 | -18.92 | ||||
2025-08-14 | 13F | 投资公司 | 47,165 | -0.78 | 36,767 | -6.35 | ||||
2025-08-05 | 13F | 长弓金融公司 | 18,953 | -38.21 | 14,774 | -41.68 | ||||
2025-07-25 | 13F | Ccg财富管理有限公司 | 545 | -1.62 | 425 | -7.22 | ||||
2025-06-27 | NP | POGRX - PRIMECAP奥德赛成长基金 | 383,978 | -14.60 | 345,177 | -5.35 | ||||
2025-08-14 | 13F | 683 资本管理公司 | Put | 105,000 | -8.70 | 81,851 | -13.82 | |||
2025-04-15 | 13F | 必要资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 成长型投资组合 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 | 50,432 | -23.73 | 39,313 | -28.01 | ||||
2025-08-26 | NP | TPLGX - T. Rowe Price 机构大盘核心成长基金 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 | 109,403 | -1.50 | 85,283 | -7.03 | ||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 4,302,467 | -20.89 | 3,353,902 | -25.33 | ||||
2025-08-07 | 13F | 坚决顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 4,536 | -1.95 | 3,745 | -1.96 | ||||
2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 18,184 | -2.94 | 14,175 | -8.40 | ||||
2025-07-24 | 13F | KFA 私人财富集团有限责任公司 | 372 | -2.62 | 290 | -7.94 | ||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 19,723 | -2.35 | 15,372 | -7.85 | ||||
2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 872 | -9.07 | 680 | -14.27 | ||||
2025-08-07 | 13F | 杰克逊广场合作伙伴有限责任公司 | 3,767 | -12.94 | 2,936 | -17.83 | ||||
2025-07-18 | 13F | 九十一 SA (PTY) 有限公司 | 600 | -4.46 | 468 | -7.33 | ||||
2025-07-21 | 13F/A | 算盘规划集团有限公司 | 2,431 | -2.29 | 1,895 | -7.79 | ||||
2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 4,327 | -2.89 | 3,192 | -22.21 | ||||
2025-04-22 | 13F | 光明未来财富管理有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 12,925 | -15.46 | 10,076 | -20.21 | ||||
2025-08-08 | 13F | 贝拉德公司 | 12,990 | -0.59 | 10,126 | -6.17 | ||||
2025-08-13 | 13F | 景顺有限公司 | 3,230,079 | -0.06 | 2,517,944 | -5.67 | ||||
2025-08-20 | NP | FOBAX - 机构平衡基金 | 1,130 | -2.59 | 881 | -8.14 | ||||
2025-07-02 | 13F | 资本市场策略有限责任公司 | 1,446 | -55.81 | 1,128 | -58.29 | ||||
2025-08-01 | 13F | FSA 顾问公司 | 506 | -7.50 | 394 | -12.64 | ||||
2025-07-28 | 13F | 切萨皮克财富管理 | 3,095 | -1.43 | 2,413 | -6.98 | ||||
2025-07-07 | 13F | 全球财富策略与合伙人 | 372 | -7.69 | 290 | -12.65 | ||||
2025-04-22 | 13F | 沈氏金融集团 | 1,659 | -2.30 | 1,370 | 4.58 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 可持续领导者基金 IA 类股票 | 22,300 | -12.55 | 17,384 | -17.46 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 18,801 | -3.35 | 14,656 | -8.78 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 1,330 | -8.40 | 1,033 | -12.01 | ||||
2025-06-26 | NP | FEOPX - 富达持久机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 231 | -2.94 | 208 | 7.25 | ||||
2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 1,293 | -2.71 | 1,008 | -8.20 | ||||
2025-08-26 | NP | PNOPX - PUTNAM 可持续领袖基金 A 类股票 | 155,200 | -11.47 | 120,983 | -16.44 | ||||
2025-05-16 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | Ieq资本有限公司 | 72,127 | -10.73 | 56,225 | -15.75 | ||||
2025-07-16 | 13F | Maridea财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 814 | -7.60 | 635 | -12.79 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律成长 VIP 基金 | 13,087 | -7.36 | 10,202 | -12.57 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 17,584 | -2.06 | 13,707 | -7.55 | ||||
2025-08-14 | 13F | 迪亚德马合伙公司 | 14,816 | -23.24 | 11,550 | -27.55 | ||||
2025-08-11 | 13F | 思维财富管理有限责任公司 | 1,180 | -2.64 | 920 | -8.19 | ||||
2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 397 | -7.89 | 309 | -12.96 | ||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 102,370 | -4.18 | 79,800 | -9.56 | ||||
2025-07-21 | 13F | ZWJ投资顾问公司 | 6,347 | -0.74 | 4,948 | -6.31 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 8,632 | -8.08 | 7,760 | 1.88 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型增长系列 | 1,575 | -7.35 | 1,228 | -12.61 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 371,502 | -1.52 | 290 | -7.07 | ||||
2025-08-01 | 13F | 梅希尔资本有限责任公司 | 1,261 | -20.29 | 983 | -24.73 | ||||
2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 9,221 | -3.06 | 7,188 | -8.52 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 166 | -0.60 | 130 | -6.52 | ||||
2025-04-11 | 13F | 赫布斯特集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | KJ 哈里森合伙人公司 | 5,582 | -13.86 | 4,351 | -18.69 | ||||
2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 52,823 | -0.88 | 41,177 | -6.44 | ||||
2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 3,591 | -8.65 | 2,799 | -13.77 | ||||
2025-07-14 | 13F | 怀特纳资本管理公司 | 1,474 | -0.47 | 1,149 | -6.13 | ||||
2025-06-27 | NP | POAGX - PRIMECAP 奥德赛激进增长基金 | 337,094 | -20.42 | 303,031 | -11.80 | ||||
2025-07-11 | 13F | 亚瑟·M·科恩建筑事务所 | 22,726 | -3.71 | 17,716 | -9.12 | ||||
2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 洛布罗肯布罗公司 | 6,785 | -0.66 | 5,289 | -6.22 | ||||
2025-05-07 | 13F | 皮克顿马奥尼资产管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-29 | 13F | 纬度顾问有限责任公司 | 1,895 | -15.63 | 1,477 | -20.43 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | 570,892 | -16.17 | 445,027 | -20.88 | ||||
2025-07-18 | 13F | 帕森斯资本管理公司/ri | 23,695 | -9.40 | 18,471 | -14.49 | ||||
2025-06-27 | NP | POSKX - PRIMECAP Odyssey 股票基金 | 415,673 | -23.53 | 373,669 | -15.25 | ||||
2025-07-25 | 13F | 瑞迪财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | PFW 顾问有限责任公司 | 845 | -1.17 | 659 | -6.80 | ||||
2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 308 | -67.06 | 240 | -68.91 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 311,963 | -5.14 | 257,653 | 1.49 | ||||
2025-07-23 | 13F | CFM 财富合作伙伴有限公司 | 11,310 | -11.03 | 8,816 | -16.02 | ||||
2025-08-14 | 13F | Mission Creek 资本合伙公司 | 1,230 | -2.69 | 959 | -8.15 | ||||
2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 64,532 | -1.97 | 47,603 | -21.45 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 36,856 | -0.24 | 28,731 | -5.84 | ||||
2025-08-13 | 13F/A | 克劳迪娅 Mp Batlle, Crp (r) Llc | 13,246 | -6.68 | 10,326 | -11.92 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 10,239 | -11.24 | 9,204 | -1.62 | ||||
2025-07-29 | NP | FFND - 未来基金主动型 ETF | 1,025 | -0.87 | 756 | -20.50 | ||||
2025-08-04 | 13F | 遗产投资者管理公司 | 1,204 | -7.24 | 1 | -100.00 | ||||
2025-08-12 | 13F | 传统金融集团公司 | 261 | -30.59 | 204 | -34.52 | ||||
2025-08-26 | NP | TGRW - T. Rowe 价格增长股票 ETF This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,594 | -17.51 | 7,479 | -22.15 | ||||
2025-08-12 | 13F | 神秘资产管理公司 | 2,598 | -2.62 | 2,026 | -8.08 | ||||
2025-03-18 | 13F | 客观资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 14,108 | -12.04 | 10,997 | -16.98 | ||||
2025-07-24 | 13F | 格林伍德吉尔哈特公司 | 845 | -0.82 | 659 | -6.40 | ||||
2025-05-15 | 13F | 专题财富顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 坚果壳资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Acima 私人财富有限公司 | 75 | -71.48 | 58 | -73.27 | ||||
2025-08-14 | 13F | 长荣财富解决方案有限责任公司 | 567 | -0.53 | 442 | -5.96 | ||||
2025-07-23 | 13F | 拉拉威金融公司 | 2,680 | -4.08 | 2,089 | -9.49 | ||||
2025-08-13 | 13F | 精细财富管理公司 | 14,564 | -2.89 | 11,353 | -8.34 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 13,962 | -9.93 | 10,889 | -14.96 | ||||
2025-05-02 | 13F | 凯布尔希尔合作伙伴有限责任公司 | 9,889 | -1.86 | 8,890 | 14.30 | ||||
2025-08-11 | 13F | 北四十二公司 | 649 | -1.52 | 506 | -7.17 | ||||
2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 2,807 | -0.14 | 2,188 | -5.73 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam Focused Equity Fund A 类 | 31,500 | -0.63 | 23,237 | -20.38 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 成长与收入基金初始类别 | 2,175 | -2.20 | 1,695 | -7.68 | ||||
2025-07-30 | NP | AMANX - AMANA 收入基金 Amana 收入基金投资者股份 | 296,275 | -0.64 | 218,553 | -20.39 | ||||
2025-04-08 | 13F | 高地财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | 贝莱德增强资本与收益基金公司 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 | 16,262 | -34.49 | 12,677 | -38.17 | ||||
2025-08-26 | NP | ISBAX - VY(R) 哥伦比亚逆势核心投资组合 ADV 级 | 1,812 | -7.12 | 1,413 | -12.35 | ||||
2025-07-28 | 13F | JGP 财富管理有限责任公司 | 1,756 | -0.23 | 1,369 | -5.78 | ||||
2025-07-16 | 13F | 勇敢资产管理公司 | 1,881 | -9.09 | 1,466 | -14.17 | ||||
2025-08-14 | 13F | 部门资产管理公司 | 8,976 | -4.67 | 6,997 | -10.02 | ||||
2025-07-16 | 13F | LS 投资顾问有限责任公司 | 2,130 | -8.97 | 1,660 | -14.08 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 24,279 | -2.45 | 19 | -10.00 | ||||
2025-07-30 | 13F | 受托家族办公室有限责任公司 | 2,241 | -8.79 | 1,747 | -13.95 | ||||
2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-25 | NP | VFMV - Vanguard 美国最低波动性 ETF ETF 股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | NORTHERN LIGHTS FUND TRUST II - 未来基金多/空 ETF | 1,221 | -19.35 | 901 | -35.39 | ||||
2025-07-11 | 13F | 港湾资本顾问有限公司 | 16,292 | -0.04 | 12,696 | -1.28 | ||||
2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 3,846 | -10.95 | 2,998 | -15.98 | ||||
2025-03-27 | NP | 克拉夫全球机会基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 3,279 | -22.30 | 2,556 | -26.66 | ||||
2025-07-31 | 13F | Arrien 投资公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 福斯特·戴克玛·卡博特合伙人有限公司 | 30,199 | -2.66 | 23,540 | -8.13 | ||||
2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 48,176 | -1.67 | 35,538 | -21.21 | ||||
2025-07-08 | 13F | 合伙财富管理有限责任公司 | 21,764 | -0.29 | 16,966 | -5.89 | ||||
2025-07-07 | 13F | 威尔逊和鲍彻资本管理有限责任公司 | 592 | -1.17 | 462 | -6.68 | ||||
2025-07-25 | NP | TEMWX - 邓普顿世界基金 A 级 | 64,107 | -4.08 | 47,290 | -23.14 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 139,262 | -8.08 | 107,991 | -13.34 | ||||
2025-07-11 | 13F | 托马斯维尔国家银行 | 3,451 | -14.32 | 2,690 | -19.12 | ||||
2025-08-28 | NP | SPGIX - Simt 大盘成长基金 I 类 | 14,769 | -23.46 | 11,513 | -27.76 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 2,918,070 | -1.41 | 2,274,418 | -6.96 | ||||
2025-07-28 | NP | VCIGX - 股息价值基金 | 2,722 | -18.43 | 2,008 | -34.67 | ||||
2025-08-26 | NP | RAGHX - AllianzGI 健康科学基金 A | 18,293 | -2.99 | 14,260 | -8.44 | ||||
2025-07-17 | 13F | JLB 联合公司 | 10,796 | -5.46 | 8,416 | -10.77 | ||||
2025-07-16 | 13F | AAFMAA 财富管理与信托有限责任公司 | 3,199 | -15.33 | 2,494 | -20.10 | ||||
2025-08-11 | 13F | 独立顾问联盟 | 43,160 | -2.24 | 33,645 | -7.73 | ||||
2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 29,705 | -12.55 | 23,156 | -17.46 | ||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 221,781 | -25.69 | 172,885 | -29.86 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 70,234 | -6.40 | 54,750 | -11.66 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 168,793 | -0.31 | 131,579 | -5.91 | ||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 1,964 | -7.75 | 1,531 | -12.97 | ||||
2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 9,311,658 | -2.85 | 7,258,717 | -8.30 | ||||
2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 4,297 | -5.23 | 3,863 | 5.03 | ||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 165,491 | -19.17 | 129,005 | -23.71 | ||||
2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 16,301 | -2.37 | 12,707 | -7.85 | ||||
2025-08-22 | NP | FTRNX - 富达趋势基金 | 83,251 | -5.99 | 64,897 | -11.27 | ||||
2025-08-01 | 13F | 信托投资顾问 | 20,783 | -5.79 | 16,201 | -11.08 | ||||
2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 8,757 | -0.11 | 6,826 | -5.72 | ||||
2025-05-06 | 13F | Fpc 投资咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-02 | 13F | 挪威储蓄银行 | 4,843 | -2.59 | 3,775 | -8.06 | ||||
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 | 3,795 | -8.86 | 2,958 | -13.99 | ||||
2025-07-22 | NP | DSHFX - 目的地庇护基金 I 类 | 1,719 | -3.26 | 1,268 | -22.45 | ||||
2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 15,580 | -0.40 | 12,145 | -5.98 | ||||
2025-08-25 | NP | EALCX - 伊顿万斯成长基金 A 类 | 12,581 | -23.07 | 9,807 | -27.39 | ||||
2025-08-07 | 13F | 唐纳森资本管理有限公司 | 22,767 | -3.56 | 17,748 | -8.98 | ||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | 奥戴尔集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | JB资本有限责任公司 | 1,096 | -0.54 | 854 | -6.15 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 37,373 | -3.98 | 29,133 | -9.37 | ||||
2025-08-08 | 13F | 菲埃拉资本公司 | 25,489 | -16.89 | 19,869 | -21.56 | ||||
2025-05-19 | 13F/A | AAFCPA 财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 嘉德财富管理有限公司 | 7,037 | -6.97 | 5,485 | -12.20 | ||||
2025-07-24 | 13F | 有利点金融有限公司 | 1,132 | -8.19 | 882 | -13.36 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 1,424 | -16.28 | 1,110 | -20.94 | ||||
2025-07-28 | 13F | 彭定康公司/TN | 16,732 | -1.11 | 13,043 | -6.66 | ||||
2025-05-14 | 13F | 峰会金融财富顾问有限责任公司 | 852 | -2.96 | 703 | -1.13 | ||||
2025-08-14 | 13F | 桑德勒资本管理公司 | 2,826 | -65.80 | 2,203 | -67.73 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 46,517 | -2.72 | 36,262 | -8.18 | ||||
2025-07-15 | 13F | 哈雷尔投资合伙人有限公司 | 589 | -17.97 | 459 | -22.77 | ||||
2025-07-30 | 13F | 手指湖财富管理公司 | 1,102 | -1.52 | 859 | -7.14 | ||||
2025-05-13 | 13F | 西北及道德投资有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 4,292 | -10.06 | 3,339 | -15.24 | ||||
2025-08-14 | 13F | JPL 财富管理有限责任公司 | 838 | -8.71 | 653 | -13.85 | ||||
2025-06-27 | NP | JOET - Virtus Terranova 美国优质动量 ETF | 1,501 | -7.63 | 1,349 | 2.35 | ||||
2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 280 | -10.83 | 218 | -15.83 | ||||
2025-08-18 | 13F | Onefund有限责任公司 | 2,121 | -0.89 | 2 | -99.94 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,499 | -12.13 | 1,948 | -17.04 | ||||
2025-07-31 | 13F | Fedenia 顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 科技银行/pa | 147 | -3.29 | 115 | -8.80 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 1,165,273 | -44.87 | 908,365 | -47.97 | ||||
2025-07-10 | 13F | 人民银行/堪萨斯州 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 巴林金融有限责任公司 | 282 | -5.69 | 220 | -10.98 | ||||
2025-08-18 | 13F | 战术顾问有限责任公司 | 849 | -31.26 | 662 | -31.15 | ||||
2025-07-24 | 13F | 纪念碑资本管理公司 | 2,590 | -3.97 | 2,019 | -9.38 | ||||
2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 2,217 | -10.10 | 1,993 | -0.40 | ||||
2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 21,606 | -0.35 | 16,843 | -5.95 | ||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 4,487 | -18.85 | 3,498 | -23.41 | ||||
2025-08-12 | 13F | Insigneo 咨询服务有限公司 | 5,934 | -5.40 | 4,626 | -10.73 | ||||
2025-08-12 | 13F | 农民国家银行 | 3,488 | -1.83 | 2,719 | -7.33 | ||||
2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 28,090 | -2.75 | 21,897 | -8.22 | ||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 119,590 | -2.30 | 93,224 | -7.79 | ||||
2025-07-09 | 13F | 瑞典商业银行 (publ) | 0 | -100.00 | 0 | |||||
2025-04-14 | 13F | 惠特克-迈尔斯财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 石板财务管理 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 塞伊投资公司 | 669,332 | -1.03 | 521,779 | -6.59 | ||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 49,932 | -13.71 | 38,923 | -18.56 | ||||
2025-07-30 | 13F | 支流资本管理有限责任公司 | 1,130 | -2.59 | 881 | -8.14 | ||||
2025-08-11 | 13F | 其他财富有限责任公司 | 2,994 | -1.61 | 2,334 | -7.16 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-08 | 13F | 凯恩投资管理有限公司 | 3,753 | -11.40 | 2,929 | -16.27 | ||||
2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 689 | -35.61 | 537 | -39.18 | ||||
2025-08-08 | 13F | 财富信托资产管理有限公司 | 1,238 | -5.21 | 965 | -10.48 | ||||
2025-08-14 | 13F | 基本规划有限责任公司。 | 10,997 | -0.20 | 8,572 | -5.80 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 23,105 | -32.73 | 18,011 | -36.51 | ||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 23,500 | -85.19 | 18,319 | -86.02 | ||||
2025-05-15 | 13F | 特扎资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 战略投资顾问/MI | 2,306 | -8.02 | 1,791 | -13.48 | ||||
2025-07-15 | 13F | 肯塔基信托公司 | 1,040 | -1.89 | 811 | -7.43 | ||||
2025-07-22 | 13F | 卢肯投资分析有限责任公司 | 570 | -2.40 | 444 | -7.88 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 838 | -8.91 | 653 | -13.97 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 34,005 | -2.34 | 26,508 | -7.83 | ||||
2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 4,992,710 | -12.59 | 4,488,197 | -3.12 | ||||
2025-08-13 | 13F | DL卡尔森投资集团公司 | 2,486 | -13.62 | 1,938 | -18.47 | ||||
2025-08-11 | 13F | Gr金融集团有限公司 | 565 | -0.70 | 440 | -6.18 | ||||
2025-07-22 | 13F | 人民银行/哦 | 739 | -3.65 | 576 | -9.00 | ||||
2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 3,264 | -13.72 | 2,934 | -4.37 | ||||
2025-07-14 | 13F | 港湾集团有限公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 财富高治理资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -17,222 | -333.90 | -13,425 | -320.77 | |||
2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,164 | -15.10 | 907 | -19.88 | ||||
2025-08-14 | 13F | 德肖公司 | 528,132 | -7.88 | 411,695 | -13.06 | ||||
2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 8,949 | -3.15 | 6,976 | -8.58 | ||||
2025-08-08 | 13F | 纯种金融服务有限公司 | 18,020 | -18.16 | 14 | -22.22 | ||||
2025-05-13 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | FBDIX - 富兰克林生物技术发现基金 A 级 | 19,571 | -2.97 | 17,593 | 7.54 | ||||
2025-07-07 | 13F | OMNI 360 财富公司 | 272 | -46.88 | 212 | -49.76 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 2,014 | -74.13 | 1,570 | -75.59 | ||||
2025-07-16 | 13F | 费希尔金融服务公司 | 2,351 | -0.34 | 1,835 | -5.85 | ||||
2025-07-24 | 13F | 帝斯曼资本合伙公司 | 7,738 | -2.09 | 6,032 | -7.58 | ||||
2025-05-16 | 13F/A | Axiom 国际投资有限公司 /de | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 都铎投资公司等 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 科洛弗资本集团有限公司 | 3,973 | -1.54 | 3,097 | -7.05 | ||||
2025-08-26 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 2,729 | -0.07 | 2,127 | -5.68 | ||||
2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 42,913 | -5.14 | 31,656 | -23.99 | ||||
2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 14,935 | -1.32 | 11,642 | -6.86 | ||||
2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 5,750 | -37.16 | 4,482 | -40.69 | ||||
2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 210,786 | -3.42 | 155,491 | -22.61 | ||||
2025-07-14 | 13F | 清港资产管理有限责任公司 | 2,078 | -15.39 | 1,620 | -20.17 | ||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 3,486 | -8.60 | 2,658 | -3.35 | ||||
2025-08-04 | 13F | 翡翠共同基金顾问信托 | 338 | -20.28 | 263 | -24.86 | ||||
2025-08-14 | 13F | 护身符财富顾问有限责任公司 | 967 | -3.69 | 754 | -9.17 | ||||
2025-07-23 | 13F | 西特林资本管理有限责任公司 | 6,078 | -8.52 | 4,738 | -13.65 | ||||
2025-08-26 | NP | PRDGX - T. Rowe 价格股息增长基金, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 474,440 | -4.66 | 369,840 | -10.02 | ||||
2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 1,939 | -1.02 | 1,512 | -6.61 | ||||
2025-07-14 | 13F | 农商投资公司 | 46,109 | -2.36 | 35,943 | -7.84 | ||||
2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 1,119 | -1.84 | 872 | -7.33 | ||||
2025-07-29 | NP | JIAFX - 收益分配基金A类 | 406 | -9.58 | 299 | -27.60 | ||||
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 | 27,049 | -1.01 | 21,086 | -6.57 | ||||
2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 1,145 | -28.75 | 1,029 | -21.03 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-23 | 13F | 熊山资本公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 1,112 | -9.59 | 867 | -14.68 | ||||
2025-05-05 | 13F | PCA投资咨询服务公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | NP | NSGAX - 哥伦比亚精选大盘股票基金 A 类 | 40,373 | -7.21 | 29,782 | -25.66 | ||||
2025-08-12 | 13F | Ci投资公司 | 343,886 | -20.65 | 268 | -24.93 | ||||
2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,320 | -66.43 | 2,985 | -62.79 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -13 | -10 | |||||
2025-08-14 | 13F | 纳帕财富管理 | 0 | -100.00 | 0 | |||||
2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 1,325 | -1.63 | 1,191 | 9.07 | ||||
2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 3,859 | -21.26 | 3,008 | -25.67 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 6,800 | -60.47 | 5,301 | -62.69 | |||
2025-08-06 | 13F | 西蒙斯银行 | 7,868 | -2.08 | 6,133 | -7.58 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 16,500 | -62.07 | 12,862 | -64.20 | |||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 325 | -5.25 | 253 | -12.76 | ||||
2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 7,735 | -0.57 | 6,030 | -6.15 | ||||
2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 1,848 | -1.49 | 1,441 | -7.04 | ||||
2025-07-25 | NP | PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类 | 355 | -1.66 | 262 | -21.39 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 3,392 | -21.57 | 2,644 | -26.01 | ||||
2025-08-28 | NP | 规则 - 自适应核心 ETF | 397 | -11.38 | 309 | -16.49 | ||||
2025-07-22 | 13F | 综合财务顾问机构有限公司 | 4,968 | -0.60 | 3,873 | -6.18 | ||||
2025-07-15 | 13F | 聚焦财富管理公司 | 700 | -16.77 | 546 | -21.47 | ||||
2025-06-26 | NP | FWWFX - 富达环球基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,000 | -59.70 | 48,543 | -55.34 | ||||
2025-08-12 | 13F | 保德信金融公司 | 816,459 | -9.67 | 636,454 | -14.75 | ||||
2025-04-17 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 投资者 投资基金公司 股份公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 1,156 | -8.25 | 901 | -13.37 | ||||
2025-08-01 | 13F | 博尔特豪斯投资有限责任公司 | 481 | -31.29 | 375 | -35.29 | ||||
2025-08-14 | 13F | 帕洛阿尔托财富顾问有限公司 | 708 | -0.56 | 552 | 3.77 | ||||
2025-05-13 | 13F | TriaGen 财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 7,770 | -7.21 | 6,057 | -12.43 | ||||
2025-08-05 | 13F | 环山资本有限责任公司 | 331 | -50.82 | 255 | -54.05 | ||||
2025-08-08 | 13F | 万洲基石投资公司 | 623 | -13.71 | 485 | -18.62 | ||||
2025-08-28 | NP | MNRGX - 成长基金 | 1,210 | -5.32 | 943 | -10.62 | ||||
2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 49,681 | -1.06 | 38,728 | -6.62 | ||||
2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 1,020 | -9.01 | 795 | -14.05 | ||||
2025-08-29 | 13F | 半人马座金融公司 | 13,110 | -4.49 | 10 | -9.09 | ||||
2025-03-27 | NP | SCJAX - Steward 备兑看涨期权收入基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 87,844 | -2.64 | 68,477 | -8.11 | ||||
2025-07-03 | 13F | 集体家族办公室有限责任公司 | 1,059 | -2.31 | 826 | -7.82 | ||||
2025-07-22 | 13F | Apexium 金融有限公司 | 1,870 | -0.32 | 1,458 | -5.94 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 20,562 | -26.93 | 16,029 | -31.04 | ||||
2025-07-17 | 13F | 鹰财富策略有限公司 | 4,122 | -0.65 | 3,213 | -6.22 | ||||
2025-07-28 | 13F | 阿灵顿财务顾问有限责任公司 | 508 | -21.85 | 396 | -26.12 | ||||
2025-08-07 | 13F | FDx 顾问公司 | 359 | -10.03 | 0 | |||||
2025-08-13 | 13F | 资本国际有限公司/ca/ | 71,718 | -0.91 | 55,906 | -6.47 | ||||
2025-07-24 | 13F | 阿盖尔资本管理公司 | 11,127 | -3.39 | 8,674 | -8.82 | ||||
2025-06-26 | NP | ALGRX - Alger Focus I 类股票基金 | 18,418 | -32.57 | 16,557 | -25.27 | ||||
2025-07-16 | 13F | 太平洋贤者合伙人有限责任公司 | 1,374 | -1.65 | 1,071 | -7.11 | ||||
2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 3,540 | -4.40 | 2,760 | -9.78 | ||||
2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 440 | -49.43 | 343 | -52.37 | ||||
2025-07-17 | 13F | 大卫·肯农公司 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 康拉德西格尔投资顾问公司 | 301 | -8.51 | 235 | -13.65 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | 1,995,265 | -6.47 | 1,554,357 | -11.46 | ||||
2025-05-13 | 13F | 九桅资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 汇丰控股有限公司 | Call | 40,900 | -18.04 | 31,843 | -22.39 | |||
2025-08-13 | 13F | 汇丰控股有限公司 | Put | 1,200 | -97.60 | 932 | -97.70 | |||
2025-08-14 | 13F | 七英里咨询 | 1,403 | -9.60 | 1,094 | -14.68 | ||||
2025-07-10 | 13F | 赫洛财富管理集团有限公司 | 5,639 | -8.13 | 4,396 | -13.30 | ||||
2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 1,248 | -4.22 | 973 | 1.67 | ||||
2025-07-23 | 13F | 资本管理联营公司 | 416 | -49.88 | 324 | -52.85 | ||||
2025-05-29 | NP | VELA 基金 - VELA 大盘 130/30 基金 I 类 | Short | -191 | -158 | |||||
2025-07-01 | 13F | 卡伦投资集团有限公司 | 12,502 | -1.35 | 9,746 | -6.90 | ||||
2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 727 | -23.07 | 566 | -27.44 | ||||
2025-08-19 | 13F | 国家资产管理公司 | 26,455 | -21.77 | 20,623 | -21.00 | ||||
2025-08-25 | NP | 美国基金保险系列-资产配置基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 314,292 | -28.59 | 245,000 | -32.60 | ||||
2025-05-13 | 13F | 金牛资产管理有限公司 | 2,388 | -1.65 | 1,972 | 5.23 | ||||
2025-07-18 | 13F | 维吉拉尔财富管理 | 1,566 | -25.14 | 1,221 | -29.36 | ||||
2025-07-25 | 13F | 中西部资本顾问有限公司 | 236 | -14.49 | 184 | -19.38 | ||||
2025-08-12 | 13F | 托克维尔资产管理公司 | 24,004 | -5.42 | 18,712 | -10.73 | ||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 26,367 | -26.28 | 20,554 | -30.43 | ||||
2025-04-29 | NP | SILVX - SGI 美国大盘股票基金 I 类 | 3,927 | -7.71 | 3,615 | 6.83 | ||||
2025-08-12 | 13F | 加勒特财富咨询集团有限责任公司 | 942 | -0.53 | 734 | -6.14 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 39,500 | -38.28 | 30,791 | -41.75 | |||
2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 1,418 | -5.15 | 1,105 | -10.45 | ||||
2025-08-28 | NP | EFIV - Spdr S&p 500 Esg ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,933 | -34.35 | 19,436 | -38.03 | ||||
2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 2,442 | -5.71 | 1,903 | -10.99 | ||||
2025-08-25 | NP | ANWPX - 新视角基金A类 | 2,587,855 | -1.85 | 2,017,311 | -7.36 | ||||
2025-08-26 | NP | 第一信托增强型股权收益基金 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 | 8,000 | -15.79 | 6,236 | -20.52 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 46,509 | -17.83 | 36,255 | -22.44 | ||||
2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 23,628 | -9.10 | 21,240 | 0.74 | ||||
2025-08-13 | 13F | Wealthedge 投资顾问有限公司 | 2,556 | -23.17 | 1,993 | -27.48 | ||||
2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 737 | -2.38 | 575 | -7.87 | ||||
2025-07-30 | 13F | 特里卡迪亚资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CIBC 资产管理公司 | 199,125 | -3.96 | 155,224 | -9.35 | ||||
2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 15 | -82.35 | 12 | -81.54 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 10,459 | -0.44 | 8,153 | -6.03 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 17,709 | -7.02 | 9,912 | -14.60 | ||||
2025-07-25 | 13F | 赛普拉斯资本集团 | 52,085 | -0.54 | 40,602 | -6.13 | ||||
2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 61,122 | -3.47 | 47,646 | -8.89 | ||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 133 | -2.21 | 104 | -8.04 | ||||
2025-08-04 | 13F | IMS投资管理服务有限公司分析师 | 1,690 | -43.40 | 1 | -50.00 | ||||
2025-05-15 | 13F | Rmsincerbeaux 资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-25 | 13F | 遗产财富管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | 达文波特有限公司 | 32,058 | -3.65 | 24,986 | -9.06 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks 财富管理有限责任公司 | 392 | -2.49 | 298 | 0.68 | ||||
2025-07-18 | 13F | 自由资本管理公司 | 2,373 | -0.08 | 1,850 | -5.71 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,590 | -3.36 | 2,019 | -8.81 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/T。 Rowe Price资本增值基金(一) | 134,900 | -11.60 | 105,159 | -16.56 | ||||
2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 3,548 | -18.75 | 2,766 | -23.32 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 67,111 | -4.71 | 55,428 | 1.95 | ||||
2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 8,270 | -6.34 | 7,434 | 3.81 | ||||
2025-07-21 | 13F | 格林伍德资本联合有限公司 | 10,496 | -1.44 | 8,182 | -6.97 | ||||
2025-08-13 | 13F | 期权解决方案有限公司 | 2,451 | -0.69 | 1,911 | -6.28 | ||||
2025-07-15 | 13F | 北极星投资管理公司 | 8,161 | -0.33 | 6,362 | -5.93 | ||||
2025-08-06 | 13F | 地平线投资服务有限责任公司 | 1,418 | -1.18 | 1,105 | -6.75 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 946 | -3.96 | 1 | |||||
2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 47 | -20.34 | 37 | -25.00 | ||||
2025-08-26 | NP | VIRTUS 可变保险信托 - VIRTUS 战略配置系列 A 类 | 750 | -3.47 | 585 | -8.89 | ||||
2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 1,721 | -0.69 | 1,270 | -20.44 | ||||
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 | 40,495 | -0.50 | 31,567 | -6.09 | ||||
2025-04-14 | 13F | WFA资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 费城信托公司 | 4,233 | -0.05 | 3 | 0.00 | ||||
2025-08-08 | 13F | 投资伙伴有限公司 | 6,300 | -3.79 | 4,911 | -9.17 | ||||
2025-07-30 | 13F | 德马斯金融集团有限责任公司 | 757 | -99.88 | 590 | |||||
2025-07-09 | 13F | 亚伦财富顾问有限责任公司 | 5,611 | -0.73 | 4,374 | -6.32 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 25,055 | -2.46 | 19,531 | -7.94 | ||||
2025-07-24 | 13F | Brücke Financial, Inc. | 1,087 | -1.72 | 848 | -14.79 | ||||
2025-07-25 | 13F | SPC 金融公司 | 588 | -1.01 | 458 | -6.53 | ||||
2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 2,256 | -5.37 | 1,759 | -10.67 | ||||
2025-05-12 | 13F | 瑞穗证券美国有限公司 | 63,090 | -15.52 | 52,107 | -9.62 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 24,096 | -7.72 | 18,784 | -12.90 | ||||
2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 1,516 | -0.85 | 1,182 | -6.42 | ||||
2025-08-12 | 13F | 智慧基金有限合伙人 | 7,200 | -28.00 | 5,613 | -32.05 | ||||
2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 卡哈巴财富管理公司 | 1,348 | -4.46 | 1,051 | -9.87 | ||||
2025-08-04 | 13F | 现场和主要银行 | 8,367 | -0.12 | 6,522 | -5.72 | ||||
2025-08-19 | 13F | 怀俄明州 | 1,477 | -1.93 | 1,151 | -7.40 | ||||
2025-08-13 | 13F | 蓝鳍资本公司 | 11,047 | -0.37 | 8,612 | 0.60 | ||||
2025-07-15 | 13F | 哈特曼泰勒财富管理有限责任公司 | 430 | -4.87 | 335 | -10.19 | ||||
2025-08-12 | 13F | 维斯特资本有限公司 | 4,126 | -82.10 | 2 | -94.74 | ||||
2025-07-25 | 13F | 西北资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 阿彻投资公司 | 2,785 | -0.29 | 2,171 | -5.85 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 323 | -1.52 | 252 | -7.04 | ||||
2025-03-25 | NP | AOBLX - 先锋平衡 ESG 基金:A 类 | 9,037 | -2.00 | 7,330 | -4.21 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 3,073 | -45.54 | 2,395 | -48.61 | ||||
2025-08-13 | 13F | 阿瓦隆全球资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 24,170 | -3.66 | 18,841 | -9.07 | ||||
2025-08-08 | 13F | Keyvanage Wealth, Llc | 537 | -13.25 | 418 | -18.04 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类 | 19,450 | -3.67 | 15,162 | -9.08 | ||||
2025-05-15 | 13F | Summit Partners 公共资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 128,000 | -14.67 | 99,780 | -19.46 | ||||
2025-08-14 | 13F | 马林银行 | 1,538 | -0.06 | 1,199 | -5.74 | ||||
2025-06-26 | NP | HGHAX - 哈特福德医疗保健基金 A 类 | 138,628 | -4.50 | 124,620 | 5.85 | ||||
2025-05-27 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 1,811 | -5.43 | 1,496 | 1.15 | ||||
2025-07-30 | 13F | CMG 全球控股有限公司 | 3,682 | -1.18 | 2,975 | -7.12 | ||||
2025-07-17 | 13F | ERn 金融有限责任公司 | 692 | -54.26 | 539 | -56.85 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 19,637 | -0.15 | 15,330 | -5.63 | ||||
2025-07-14 | 13F | 克里斯·布尔曼公司 | 457 | -11.78 | 356 | -16.82 | ||||
2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 19,071 | -0.34 | 14,867 | -5.94 | ||||
2025-07-28 | 13F | Variant Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 9,008 | -2.97 | 7,022 | -8.41 | ||||
2025-07-24 | 13F | 科珀温德金融有限责任公司 | 1,482 | -16.27 | 1,155 | -20.94 | ||||
2025-07-07 | 13F | 大道 1 顾问有限责任公司 | 310 | -2.52 | 242 | -8.02 | ||||
2025-08-11 | 13F | 石桥投资管理公司,LCC | 307 | -6.12 | 239 | -11.48 | ||||
2025-08-06 | 13F | 韦德布什证券公司 | 15,913 | -9.26 | 12 | -14.29 | ||||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 234,609 | -70.60 | 182,885 | -7.95 | ||||
2025-08-13 | 13F | 亨德肖特投资公司 | 2,540 | -7.90 | 1,980 | -13.08 | ||||
2025-07-29 | 13F | 卡梅尔资本合伙人有限责任公司 | 646 | -0.46 | 504 | -6.16 | ||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 1,141 | -2.23 | 889 | -7.68 | ||||
2025-07-10 | 13F | 天空投资集团有限责任公司 | 1,473 | -0.67 | 1,148 | -6.21 | ||||
2025-08-06 | 13F | 贸易风有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | ESGMX - Mirova 全球可持续股票基金 A 类 | 25,346 | -42.01 | 19,758 | -45.27 | ||||
2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 98,120 | -1.21 | 76,487 | -6.76 | ||||
2025-08-21 | NP | MXEBX - Great-West 核心策略:美国股票基金机构类 | 6,217 | -2.94 | 4,846 | -8.38 | ||||
2025-08-12 | 13F | NDVR 公司 | 303 | -7.62 | 236 | -12.59 | ||||
2025-07-28 | 13F | 德拉普财富咨询有限公司 | 495 | -62.78 | 386 | -64.94 | ||||
2025-07-23 | 13F | 海城控股私人有限公司有限公司 | 10,125 | -8.99 | 7,893 | -14.11 | ||||
2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 2,542 | -32.39 | 1,944 | -36.38 | ||||
2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 2,504 | -29.90 | 1,952 | -33.83 | ||||
2025-08-27 | NP | DLHAX - 特拉华州医疗保健基金 A 类 | 57,000 | -25.00 | 44,433 | -29.21 | ||||
2025-06-18 | NP | RMYAX - 多策略收益基金 A 类 | 742 | -2.37 | 667 | 8.28 | ||||
2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 1,178 | -0.42 | 918 | -5.94 | ||||
2025-08-01 | 13F | 第一指挥咨询服务公司 | 1,610 | -22.26 | 1,255 | -26.61 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | 1,650 | -31.48 | 1,363 | -26.70 | ||||
2025-05-15 | 13F | 舍布鲁克公园顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 里奇克莱斯特财富合作伙伴有限公司 | 884 | -2.96 | 689 | -8.38 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 122,617 | -5.61 | 81,427 | -18.02 | ||||
2025-08-07 | 13F | 艾伦投资管理有限公司 | 6,539 | -1.31 | 5,097 | -6.85 | ||||
2025-08-14 | 13F | PFM 健康科学,LP | 268,023 | -2.10 | 208,932 | -7.60 | ||||
2025-08-04 | 13F | 尖峰财富管理 | 27,265 | -19.32 | 21,085 | -24.46 | ||||
2025-08-11 | 13F | AXS 投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | PTH - Invesco DWA 医疗保健动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,160 | -33.99 | 4,639 | -28.49 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 1,127 | -39.67 | 879 | -43.06 | ||||
2025-08-14 | 13F | LM 顾问有限责任公司 | 5,031 | -14.41 | 4 | -25.00 | ||||
2025-07-30 | NP | AOTG - AOT 增长与创新 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 新世界顾问有限责任公司 | 961 | -10.85 | 749 | -15.84 | ||||
2025-08-12 | 13F | 国营农场互助汽车保险公司 | 12,513,460 | -0.10 | 9,754,617 | -5.71 | ||||
2025-06-27 | NP | CURE - Direxion Daily Healthcare 牛市 3 倍股票 | 13,440 | -35.90 | 12,082 | -28.96 | ||||
2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 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 | 27,502 | -13.58 | 20,287 | -30.76 | ||||
2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 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 | 7,409 | -14.53 | 5,465 | -31.52 | ||||
2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 378 | -15.25 | 295 | -20.11 | ||||
2025-08-05 | 13F | 新泽西更好教育储蓄信托基金 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | 优点投资组合管理 | 1,432 | -53.48 | 1,116 | -56.10 | ||||
2025-07-18 | 13F | TruNorth 资本管理有限公司 | 332 | -0.90 | 259 | -6.52 | ||||
2025-08-14 | 13F | 曼氏集团 | Put | 63,000 | -16.11 | 49,110 | -20.82 | |||
2025-08-12 | 13F | 北极星资产管理公司 | 15,606 | -2.96 | 12,166 | -8.41 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德资本增值投资组合 A 级 | 70,067 | -5.59 | 54,619 | -10.90 | ||||
2025-06-24 | NP | MECDX - MainStay Epoch 资本增长基金 A 类 | 2,288 | -5.65 | 2,057 | 4.58 | ||||
2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 489 | -20.23 | 381 | -24.70 | ||||
2025-08-14 | 13F | 曼氏集团 | Call | 55,500 | -25.50 | 43,264 | -29.69 | |||
2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 509 | -1.93 | 397 | -7.48 | ||||
2025-07-14 | 13F | 克鲁资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | 衡量风险投资组合有限公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | InTrack投资管理公司 | 2,720 | -7.80 | 2,120 | -12.97 | ||||
2025-08-07 | 13F | 罗林斯财务顾问有限责任公司 | 1,833 | -2.45 | 1,429 | -7.93 | ||||
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 | 16,399 | -0.89 | 12,784 | -6.45 | ||||
2025-06-26 | NP | FDMO - 富达动量因子 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 | 10,327 | -1.17 | 9,283 | 9.55 | ||||
2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 26,779 | -9.25 | 19,754 | -27.29 | ||||
2025-07-08 | 13F | 博尔特伍德资本管理公司 | 1,973 | -1.60 | 1,538 | -7.07 | ||||
2025-07-18 | 13F | Fmb财富管理 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | FWATX - 富达顾问多资产收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,992 | -23.62 | 8,569 | -27.92 | ||||
2025-07-25 | 13F | 橡子溪资本有限责任公司 | 849 | -4.82 | 662 | -10.18 | ||||
2025-07-14 | 13F | Fonder AB 取得进展 | 2,381 | -0.25 | 1,856 | -4.97 | ||||
2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 37,171 | -7.56 | 33,415 | 2.45 | ||||
2025-07-30 | 13F | Rnc资本管理有限公司 | 12,588 | -2.29 | 9,813 | -7.77 | ||||
2025-08-07 | 13F | 雅绅特资本管理有限公司 | 5,747 | -1.14 | 4,480 | -6.71 | ||||
2025-08-26 | 13F | Claris Financial LLC | 901 | -2.49 | 702 | -1.54 | ||||
2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 6,090 | -37.09 | 5,475 | -30.29 | ||||
2025-07-23 | 13F | Intergy 私人财富有限责任公司 | 296 | -2.95 | 231 | -8.37 | ||||
2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 3,141 | -2.30 | 2,449 | -7.80 | ||||
2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 193 | -12.67 | 173 | -3.35 | ||||
2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 平衡投资组合 I 类 | 5,700 | -5.00 | 4,443 | -10.33 | ||||
2025-06-30 | NP | AIM 股票基金(INVESCO 股票基金)- Invesco Oppenheimer Rising Dividends Fund C 类 | 63,423 | -19.27 | 57,014 | -10.53 | ||||
2025-08-14 | 13F | 遗产咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 922,593 | -9.34 | 719,189 | -14.44 | ||||
2025-07-29 | NP | VHCIX - 先锋医疗保健指数基金 Admiral Shares | 2,528,100 | -1.49 | 1,864,904 | -21.07 | ||||
2025-07-24 | NP | FADAX - 富达顾问股息增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,000 | -66.67 | 2,213 | -73.29 | ||||
2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 1,412 | -3.09 | 1,101 | -8.56 | ||||
2025-08-13 | 13F | 加贝利基金有限责任公司 | 103,682 | -0.30 | 80,823 | -5.89 | ||||
2025-08-14 | 13F | 马歇尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 中心点咨询集团 | 373 | -43.48 | 291 | -46.79 | ||||
2025-07-28 | 13F | 波士顿信托华登公司 | 3,274 | -0.30 | 2,552 | -5.90 | ||||
2025-08-11 | 13F | 莫林财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | ICONIQ 资本有限责任公司 | 3,706 | -4.66 | 2,889 | -10.03 | ||||
2025-08-13 | 13F | 伟大的钻石合作伙伴有限责任公司 | 4,257 | -35.60 | 3,318 | -39.22 | ||||
2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 8,579 | -1.91 | 6,656 | -7.85 | ||||
2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 32,000 | -8.57 | 24,945 | -13.71 | ||||
2025-07-22 | 13F | JGP Global Gestao de Recursos Ltda。 | 1,341 | -0.30 | 1,045 | -5.86 | ||||
2025-03-28 | NP | USCGX - 资本增长基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 4,811 | -7.68 | 3,750 | -12.85 | ||||
2025-04-28 | 13F | 布芬顿·莫尔·麦克尼尔 | 602 | -77.61 | 497 | -76.05 | ||||
2025-07-16 | 13F | 肯尼迪投资集团 | 2,783 | -1.73 | 2,169 | -7.27 | ||||
2025-07-29 | 13F | 第一银行公司 /ME/ | 442 | -10.16 | 345 | -15.27 | ||||
2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 1,879 | -1.62 | 1,464 | -7.22 | ||||
2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 3,197 | -2.14 | 2,492 | -7.64 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 2,782 | -4.23 | 2,169 | -9.63 | ||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 11,622 | -2.93 | 9,060 | -8.38 | ||||
2025-08-07 | 13F | 源源AM有限责任公司 | 842 | -0.12 | 657 | -5.75 | ||||
2025-06-26 | NP | SEG Partners多空股票基金 | Short | -620 | -557 | |||||
2025-05-09 | 13F | 阿特里亚财富解决方案公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-10 | 13F | 纳富尔顿银行 | 13,183 | -5.82 | 10,277 | -11.11 | ||||
2025-03-26 | NP | CHUSX - 阿尔杰全球焦点基金A类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 272,594 | -85.10 | 212,518 | -85.93 | ||||
2025-08-13 | 13F | 林基投资 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 10,759 | -40.35 | 8,387 | -43.70 | ||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 92,800 | -21.53 | 72,340 | -25.94 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 100,488 | -2.33 | 78,333 | -7.82 | ||||
2025-08-06 | 13F | Ethos金融集团有限责任公司 | 1,547 | -7.14 | 1,206 | -6.37 | ||||
2025-07-17 | 13F | LexAurum 顾问有限公司 | 1,118 | -3.54 | 872 | -8.99 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 13,430 | -80.27 | 10 | -82.14 | ||||
2025-04-23 | 13F | 易方达基金管理(香港)有限公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 杰克逊霍尔资本合作伙伴有限责任公司 | 1,011 | -4.26 | 788 | -9.64 | ||||
2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 5,224 | -24.10 | 3,854 | -39.19 | ||||
2025-07-22 | 13F | 银湖咨询有限责任公司 | 1,551 | -3.06 | 1,209 | -8.48 | ||||
2025-07-10 | 13F | Stonekeep 投资有限责任公司 | 285 | -5.32 | 222 | -10.48 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 237,148 | -1.08 | 184,864 | -6.64 | ||||
2025-08-14 | 13F | 希尔顿资本管理有限责任公司 | 11,166 | -26.71 | 8,704 | -30.82 | ||||
2025-07-29 | 13F | 舒伯特公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 家族遗产公司 | 7,216 | -0.40 | 5,625 | -5.98 | ||||
2025-07-16 | 13F | 布朗,莱尔/卡明斯公司 | 3,385 | -1.14 | 2,639 | -6.69 | ||||
2025-08-14 | NP | FLMFX - MUIRFIELD FUND 零售类 | 9,780 | -11.58 | 7,624 | -16.55 | ||||
2025-06-24 | NP | TNBIX - 1290 SmartBeta 股票基金 I 类 | 990 | -24.20 | 890 | -16.05 | ||||
2025-07-25 | 13F | 联邦金融服务有限责任公司 | 901 | -0.77 | 702 | -6.28 | ||||
2025-08-12 | 13F | 基梅尔曼贝尔德有限责任公司 | 44,283 | -0.98 | 34,520 | -6.54 | ||||
2025-08-14 | 13F | 前奏资本管理有限公司 | 1,804 | -28.01 | 1,406 | -32.04 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 367 | -26.01 | 286 | -30.32 | ||||
2025-05-28 | NP | DHAMX - 中心美国精选股票基金投资者类别 | 5,853 | -7.77 | 4,834 | -1.33 | ||||
2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 89,672 | -3.07 | 69,902 | -8.51 | ||||
2025-08-29 | NP | Natixis ETF 信托 - Natixis Gateway 优质收入 ETF | 1,169 | -34.84 | 911 | -38.49 | ||||
2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 15,549 | -1.13 | 12,121 | -6.68 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 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 | ||||
2025-08-06 | 13F | 圆石顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 第一银行与信托 | 537 | -0.19 | 419 | -5.86 | ||||
2025-04-24 | 13F | 养老金保障基金委员会 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 配方成长有限公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 考夫曼·罗辛财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | WS 投资组合咨询有限责任公司 | 71 | -79.71 | 55 | -80.97 | ||||
2025-07-24 | 13F | Etesian 财富顾问公司 | 3,682 | -0.11 | 2,870 | -5.72 | ||||
2025-05-14 | 13F | 资本基金管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-01 | 13F | BancFirst信托与投资管理公司 | 329 | -18.16 | 255 | -22.73 | ||||
2025-07-15 | 13F | 西格内特财务管理有限公司 | 10,629 | -0.68 | 8,285 | -6.27 | ||||
2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 72,845 | -4.19 | 53,736 | -23.23 | ||||
2025-08-12 | 13F | 独立资产合作伙伴有限责任公司 | 1,273 | -97.85 | 992 | -97.97 | ||||
2025-06-26 | NP | JHDV - 约翰汉考克美国高股息 ETF | 143 | -23.53 | 129 | -15.23 | ||||
2025-08-26 | NP | EKSAX - 富国银行多元化收益基金 A 类 | 1,656 | -3.83 | 1,291 | -9.28 | ||||
2025-07-29 | 13F | 伯明翰资本管理公司/等 | 10,330 | -7.15 | 8,053 | -12.36 | ||||
2025-08-26 | NP | DMAGX - Driehaus 多元资产增长经济基金 | 1,336 | -1.33 | 1,041 | -6.89 | ||||
2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 16,509 | -0.98 | 12,869 | -6.54 | ||||
2025-07-07 | 13F | 福克斯希尔财富管理 | 9,257 | -0.77 | 7,216 | -6.33 | ||||
2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 7,147 | -4.53 | 5,571 | -9.88 | ||||
2025-08-11 | 13F | Wealthgarden Fs 有限责任公司 | 1,297 | -0.23 | 960 | -10.62 | ||||
2025-05-14 | 13F | Quadcap 财富管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-12 | 13F | Tableaux 有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Summit Partners 公共资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Ntv 资产管理有限公司 | 35,278 | -0.34 | 27,500 | -5.93 | ||||
2025-07-28 | 13F | 斯特林财务规划公司 | 784 | -1.75 | 611 | -7.28 | ||||
2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 9,548 | -4.32 | 7,443 | -9.70 | ||||
2025-08-05 | 13F | 奥克韦尔私人财富管理有限责任公司 | 616 | -1.44 | 480 | -6.98 | ||||
2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 2,004 | -0.30 | 1,562 | -5.90 | ||||
2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 293 | -21.87 | 228 | -26.21 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 20,608 | -0.31 | 16,065 | -5.91 | ||||
2025-05-15 | 13F | 布朗资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 8,900 | -40.27 | 6,938 | -43.63 | |||
2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 3,584 | -22.24 | 2,794 | -26.62 | ||||
2025-07-15 | 13F | 海湾资本顾问有限公司 | 1,482 | -3.20 | 1,155 | -8.62 | ||||
2025-07-29 | 13F | 哨兵投资管理有限公司 | 1,813 | -9.08 | 1 | 0.00 | ||||
2025-08-15 | 13F | 易方达基金管理有限公司 | 8,649 | -19.26 | 6,742 | -23.79 | ||||
2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 1,263 | -19.76 | 984 | -24.31 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 1,504,399 | -15.21 | 1,173 | -20.00 | ||||
2025-07-31 | 13F | 资金存管及寄售 | 9,023 | -9.28 | 7,034 | -14.38 | ||||
2025-07-31 | 13F | 猎户座资本管理有限公司 | 1,602 | -3.73 | 1,249 | -9.17 | ||||
2025-08-13 | 13F | 黑钻财富管理公司 | 1,102 | -4.42 | 855 | 1.06 | ||||
2025-08-14 | 13F | 大和证券集团公司 | 133,210 | -9.65 | 104 | -14.88 | ||||
2025-07-31 | 13F | 奥本海默公司 | 72,733 | -0.85 | 56,698 | -6.42 | ||||
2025-05-02 | 13F | Triasima 投资组合管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-14 | 13F | 霍布斯集团顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 磁石财富管理有限责任公司 | 315 | -14.63 | 245 | -19.41 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 1,241,737 | -3.31 | 967,973 | -8.74 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 3,613 | -3.50 | 2,816 | -8.93 | ||||
2025-08-11 | 13F | 百富金融集团有限责任公司 | 804 | -26.71 | 627 | -30.91 | ||||
2025-08-07 | 13F | 弗洛斯巴赫冯斯托奇股份公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 中央银行 | 1,192 | -5.85 | 929 | -11.10 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - AQR 全球风险平衡投资组合 B 类 | 997 | -4.68 | 777 | -9.97 | ||||
2025-06-27 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 24,241 | -21.78 | 21,791 | -13.30 | ||||
2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 28,699 | -1.05 | 22,372 | -6.60 | ||||
2025-07-22 | 13F | Rockingstone 顾问有限公司 | 2,693 | -27.67 | 2,099 | -31.72 | ||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 10,776 | -1.99 | 9,687 | 8.64 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 24,700 | -51.95 | 3 | -33.33 | |||
2025-05-16 | 13F | 红木投资有限责任公司 | 2,206 | -0.14 | 1,822 | 6.80 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 3,612 | -4.29 | 2,816 | -9.66 | ||||
2025-07-16 | 13F | 迈耶汉德曼公司 | 28,329 | -1.87 | 22,083 | -7.38 | ||||
2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 676,045 | -3.72 | 526,997 | -9.13 | ||||
2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 1,240 | -8.82 | 967 | -13.98 | ||||
2025-06-26 | NP | DFEOX - 美国核心股票 1 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 474,101 | -0.46 | 426,193 | 10.32 | ||||
2025-08-25 | NP | 伊顿万斯增强股票收益基金 Ii | 36,490 | -23.98 | 28,445 | -28.25 | ||||
2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 2,071 | -2.40 | 1,862 | 8.13 | ||||
2025-07-16 | 13F | 阿拉斯加州税务部 | 92,571 | -3.91 | 72 | -8.86 | ||||
2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 1,038 | -9.50 | 810 | -14.57 | ||||
2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 3,400 | -23.84 | 2,650 | -28.11 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘价值 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-29 | NP | GINX - SGI 增强型全球收入 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | AAAGX - Thrivent 大盘成长基金 A 类 | 99,724 | -3.98 | 89,647 | 6.43 | ||||
2025-05-12 | 13F | Qsemble 资本管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 隆奥资产管理(欧洲)有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Intrua 金融有限责任公司 | 1,153 | -4.16 | 899 | -9.47 | ||||
2025-07-29 | 13F | 艾尔顾问有限公司 | 1,943 | -1.27 | 1,515 | -6.83 | ||||
2025-08-07 | 13F | 丰维尔财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 金融复仇者公司 | 1,580 | -0.19 | 1,231 | -5.81 | ||||
2025-07-28 | 13F | 传承财富管理公司/CA/ | 1,046 | -0.85 | 815 | -6.43 | ||||
2025-07-17 | 13F | 新约信托公司,北美 | 2,538 | -13.76 | 1,968 | -18.68 | ||||
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 | 2,058 | -6.28 | 1,518 | -24.89 | ||||
2025-08-06 | 13F | 普林斯顿资本管理有限公司 | 15,148 | -1.71 | 11,809 | -7.23 | ||||
2025-06-18 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 4,447 | -62.39 | 3,998 | -58.32 | ||||
2025-08-26 | NP | IGEAX - VY(R) T. Rowe 价格增长股票投资组合类别 ADV | 42,478 | -20.13 | 33,113 | -24.61 | ||||
2025-08-14 | 13F | 船尾福赛斯公司 | 7,400 | -0.34 | 5,769 | -5.94 | ||||
2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 46,168 | -42.07 | 35,989 | -45.32 | ||||
2025-08-01 | 13F | 红木公园顾问有限公司 | 7 | -36.36 | 5 | -44.44 | ||||
2025-08-08 | 13F | 多拉齐奥联合公司 | 1,984 | -1.29 | 1,547 | -6.87 | ||||
2025-04-23 | 13F | 万博金融 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 59,767 | -10.90 | 46,590 | -15.90 | ||||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 64,204 | -22.65 | 50,049 | -26.99 | ||||
2025-07-08 | 13F | 梯度投资有限责任公司 | 669 | -0.15 | 522 | -5.79 | ||||
2025-07-17 | 13F | LifeGoal 财富顾问 | 261 | -7.12 | 203 | -12.50 | ||||
2025-05-05 | 13F | 忠诚金融集团咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | DREQX - 纽约梅隆银行研究增长基金,Inc. Z 类 | 17,381 | -48.48 | 12,821 | -49.58 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 惠兰金融 | 429 | -7.74 | 335 | -13.02 | ||||
2025-08-26 | NP | FFALX - 富兰克林创始资金分配基金 A 类 | 4,987 | -40.02 | 3,888 | -43.39 | ||||
2025-08-12 | 13F | MAI资本管理 | 82,495 | -24.70 | 64,307 | -28.93 | ||||
2025-07-17 | 13F | Tritonpoint 财富有限公司 | 3,960 | -6.91 | 3,087 | -12.15 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 135,944 | -2.57 | 105,972 | -8.05 | ||||
2025-08-13 | 13F | 内华达投资顾问公司 | 27 | -74.04 | 21 | -75.29 | ||||
2025-08-01 | 13F | 洛根资本管理公司 | 29,826 | -9.38 | 23,250 | -14.47 | ||||
2025-07-15 | 13F | 凯普斯通资本财富顾问 | 309 | -0.96 | 241 | -6.61 | ||||
2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 7,781 | -27.29 | 6,995 | -19.41 | ||||
2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 7,174 | -9.53 | 6 | -16.67 | ||||
2025-04-24 | 13F | 莱克伍德资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 550 | -50.09 | 429 | -52.97 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 191 | -40.50 | 149 | -44.15 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -22 | -17 | |||||
2025-08-11 | 13F | 韦斯科特财务咨询集团有限责任公司 | 9,384 | -0.03 | 7,315 | -5.64 | ||||
2025-07-22 | 13F | 布朗米勒财富管理有限责任公司 | 334 | -4.02 | 260 | -9.41 | ||||
2025-08-14 | 13F | 审慎投资者网络 | 872 | -1.47 | 680 | -6.99 | ||||
2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 21,350 | -4.17 | 17 | -11.11 | ||||
2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 3,143 | -3.53 | 2,326 | -13.53 | ||||
2025-08-05 | 13F | Optimise 咨询服务有限公司 | 1,920 | -5.09 | 1,496 | -10.42 | ||||
2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 21,781 | -6.48 | 16,979 | -11.73 | ||||
2025-07-22 | 13F | 科德尔/莫里森财富管理 | 5,230 | -1.60 | 4,077 | -7.13 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 4,490 | -20.47 | 3,500 | -24.94 | ||||
2025-08-14 | 13F | Strive 资产管理有限公司 | 471 | -37.37 | 367 | -40.90 | ||||
2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 273,398 | -5.16 | 213,122 | -10.49 | ||||
2025-08-14 | 13F | Synovus金融公司 | 102,058 | -3.11 | 79,568 | -8.54 | ||||
2025-08-22 | NP | SDGAX - DWS资本成长基金A类 | 24,955 | -1.18 | 19,453 | -6.73 | ||||
2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 22,918 | -2.37 | 17,865 | -7.85 | ||||
2025-07-17 | 13F | 人民金融服务公司 | 12,619 | -4.46 | 9,837 | -9.83 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,518 | -6.81 | 18,445 | 3.28 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 212,006 | -0.96 | 165,265 | -6.52 | ||||
2025-07-10 | 13F | 斯特林金融集团公司 | 410 | -0.49 | 320 | -6.18 | ||||
2025-07-22 | 13F | 金融洞察公司 | 578 | -4.15 | 451 | -9.64 | ||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 27,886 | -1.69 | 21,738 | -7.21 | ||||
2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 4,682 | -1.74 | 3,650 | -7.27 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 428 | -9.51 | 334 | -14.62 | ||||
2025-07-15 | 13F | 中心线财富顾问有限公司 | 915 | -0.44 | 713 | -6.06 | ||||
2025-03-27 | NP | STNFX - 富国银行大盘成长基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-27 | NP | SJGIX - Steward 大盘成长基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 灵活管理的基金 | 48,500 | -11.50 | 37,807 | -16.47 | ||||
2025-08-05 | 13F | 伯尼公司/ | 28,615 | -5.08 | 22,306 | -10.41 | ||||
2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-27 | NP | WGFCX - 富国银行成长基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | TLSTX - 股票指数基金 | 11,694 | -2.69 | 9,116 | -8.15 | ||||
2025-07-30 | 13F | 沃瑟私人财富有限责任公司 | 2,648 | -5.53 | 2,064 | -10.84 | ||||
2025-07-30 | NP | HCYAX - 希尔顿战术收益基金投资者类别 | 1,200 | -25.47 | 885 | -40.28 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 546 | -32.84 | 0 | |||||
2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 706 | -50.66 | 635 | -45.34 | ||||
2025-07-23 | 13F | Hager 投资管理服务有限公司 | 5,537 | -1.27 | 4,316 | -6.80 | ||||
2025-07-29 | NP | VWUSX - 先锋美国成长基金投资者股票 | 1,276,943 | -16.87 | 941,963 | -33.39 | ||||
2025-07-15 | 13F | RTD 财务顾问公司 | 260 | -7.14 | 203 | -12.55 | ||||
2025-05-13 | 13F | Bridgewealth 咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-24 | 13F | 太平洋环球投资管理公司 | 255 | -32.89 | 210 | -28.33 | ||||
2025-04-23 | 13F | Elwood & Goetz 财富咨询集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 11,591 | -7.34 | 10,420 | 2.70 | ||||
2025-07-29 | 13F | 计划解决方案公司 | 2,414 | -6.07 | 1,882 | -11.36 | ||||
2025-05-09 | 13F | 加州遗产资本集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 贝克资本管理有限公司 | 6,044 | -1.69 | 4,711 | -7.21 | ||||
2025-07-17 | 13F | 朱红财富管理有限公司 | 2,822 | -46.91 | 2,200 | -49.89 | ||||
2025-08-11 | 13F | 法罗金融公司 | 2,581 | -3.48 | 2,012 | -8.92 | ||||
2025-08-05 | 13F | 整体金融合作伙伴 | 68,123 | -1.00 | 53,104 | -6.56 | ||||
2025-06-23 | NP | 伊顿万斯税收优惠全球股息机会基金 | 6,928 | -10.83 | 6,228 | -1.17 | ||||
2025-08-29 | NP | Gabelli 医疗保健与 Wellnessrx 信托基金 | 260 | -17.46 | 203 | -22.31 | ||||
2025-06-24 | NP | PNRAX - 普特南研究基金 A 类股票 | 11,564 | -6.24 | 10,395 | 3.92 | ||||
2025-08-05 | 13F | 纽约梅隆银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-05 | 13F | Trail Ridge 投资顾问有限责任公司 | 1,365 | -2.29 | 1,010 | -12.40 | ||||
2025-08-22 | NP | FGRTX - 富达巨型股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,000 | -6.52 | 25,724 | -11.77 | ||||
2025-08-11 | 13F | Wbi 投资公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 235,567 | -1.67 | 183,632 | -7.19 | ||||
2025-05-07 | 13F | 茨威格-迪梅纳联合有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 385 | -0.77 | 0 | |||||
2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 294 | -16.48 | 229 | -21.03 | ||||
2025-08-26 | NP | IOO - iShares Global 100 ETF | 165,508 | -2.97 | 129,018 | -8.42 | ||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 218,858 | -73.85 | 170,606 | -75.32 | ||||
2025-08-12 | 13F | 一查尔斯私人财富服务有限责任公司 | 376 | -7.84 | 293 | -12.80 | ||||
2025-08-13 | 13F | ASB 咨询有限公司 | 490 | -10.75 | 382 | -15.89 | ||||
2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 15,256 | -15.54 | 13,714 | -6.38 | ||||
2025-08-27 | NP | ARTTX - Artisan 主题基金投资者股份 | 14,720 | -19.18 | 11,475 | -23.72 | ||||
2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 24,861 | -0.68 | 22,349 | 10.08 | ||||
2025-05-14 | 13F | 纪律资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | 乐凯资产管理有限公司 | 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 - 平衡基金 3 级 | 23,198 | -6.08 | 18,084 | -11.36 | ||||
2025-06-26 | NP | AHSAX - 阿尔及尔健康科学基金 A 类 | 2,827 | -15.54 | 2,541 | -6.37 | ||||
2025-03-31 | NP | BIVIX - Invenomic 基金机构类别股票 | Short | -3,880 | -3,147 | |||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 13,137 | -1.45 | 10,241 | -6.99 | ||||
2025-07-22 | 13F | 库里南联合公司 | 8,370 | -10.67 | 6,524 | -15.69 | ||||
2025-08-07 | 13F | 全球财富管理投资咨询公司 | 6,001 | -3.19 | 4,678 | -8.63 | ||||
2025-07-31 | 13F | 莫洛尼证券资产管理有限责任公司 | 6,057 | -11.92 | 4,722 | -16.87 | ||||
2025-08-14 | 13F | JP Marvel 投资顾问有限公司 | 55,725 | -0.68 | 43,439 | -6.26 | ||||
2025-07-28 | 13F | 花岗岩集团顾问有限公司 | 299 | -23.14 | 233 | -27.41 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 296,036 | -13.27 | 230,774 | -18.14 | ||||
2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 1,053 | -0.09 | 821 | -5.75 | ||||
2025-08-14 | 13F | Artia全球合作伙伴有限责任公司 | 30,700 | -67.65 | 23,932 | -69.46 | ||||
2025-08-12 | 13F | 德意志银行\ | 3,502,473 | -0.03 | 2,730,283 | -5.64 | ||||
2025-03-31 | NP | JTKRX - 约翰汉考克全球主题机会基金 R6 级 | 2,505 | -12.20 | 2,032 | -14.20 | ||||
2025-07-31 | 13F | 德雷珀资产管理有限责任公司 | 3,768 | -7.01 | 2,922 | -12.70 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 49,914 | -20.86 | 38,909 | -25.30 | ||||
2025-07-28 | NP | VCULX - 成长基金 | 64,249 | -8.59 | 47,395 | -26.75 | ||||
2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 3,235 | -1.58 | 2,522 | -7.11 | ||||
2025-07-31 | 13F | 卡迪尼亚有限公司 | 5,982 | -68.17 | 4,663 | -69.96 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 4,263 | -5.89 | 3,323 | -11.17 | ||||
2025-07-23 | 13F | 公平信托公司 | 8,311 | -1.33 | 6,479 | -6.87 | ||||
2025-07-29 | 13F | 镇流器公司 | 478 | -88.90 | 372 | -89.54 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 2,388 | -10.09 | 1,937 | -12.12 | ||||
2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 1,798 | -47.97 | 1,458 | -34.65 | ||||
2025-07-07 | 13F | RDA金融网络 | 3,124 | -1.08 | 2,435 | -6.67 | ||||
2025-07-08 | 13F | 艾利希金融集团 | 0 | -100.00 | 0 | |||||
2025-04-28 | NP | MPAY - Akros 每月支付 ETF | 47 | -34.72 | 43 | -24.56 | ||||
2025-07-29 | 13F | 矿山与荒尾财富创造与管理有限责任公司 | 522 | -27.70 | 407 | -31.88 | ||||
2025-07-18 | 13F | 奥洛克公司 | 1,514 | -3.07 | 1,180 | -8.60 | ||||
2025-08-13 | 13F | 谢里登堡顾问有限公司 | 4,869 | -0.06 | 3,796 | -5.67 | ||||
2025-08-27 | NP | PLBBX - 铅垂平衡基金 | 1,950 | -11.36 | 1,520 | -16.35 | ||||
2025-07-10 | 13F | Affiance 金融有限责任公司 | 1,636 | -0.67 | 1,275 | -6.25 | ||||
2025-08-25 | NP | 美国基金保险系列-全球成长基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 205,754 | -1.99 | 160,391 | -7.50 | ||||
2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 40,131 | -5.28 | 31,283 | -10.59 | ||||
2025-08-14 | 13F | 罗杰斯兄弟公司 | 59,420 | -0.82 | 46,320 | -6.39 | ||||
2025-04-25 | NP | FAOFX - 富达顾问系列增长机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 400 | -98.16 | 368 | -97.87 | ||||
2025-08-05 | 13F | 亨廷顿国家银行 | 271,471 | -2.92 | 211,620 | -8.37 | ||||
2025-07-30 | 13F | 杜邦资本管理公司 | 18,202 | -8.66 | 14,189 | -13.78 | ||||
2025-07-30 | 13F | 康纳斯投资者服务公司 | 19,248 | -11.03 | 15,004 | -16.03 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 4,306 | -42.39 | 3,357 | -43.70 | ||||
2025-07-29 | 13F | 哈钦森第一国民银行 | 1,476 | -30.80 | 1,151 | -34.70 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 3,200 | -92.58 | 2,494 | -92.99 | |||
2025-07-11 | 13F | 麋鹿河财富管理有限责任公司 | 8,638 | -0.84 | 6,734 | -6.41 | ||||
2025-07-28 | 13F | CGC 金融服务有限责任公司 | 55 | -48.11 | 43 | -51.72 | ||||
2025-08-26 | NP | TLGWX - 成长与收入基金 | 3,350 | -19.74 | 2,611 | -24.25 | ||||
2025-08-29 | NP | 加贝利股息和收入信托 | 44,600 | -0.67 | 34,767 | -6.25 | ||||
2025-05-14 | 13F | 新港金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-14 | 13F | 新港金融集团有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus KAR 资本增长系列 A 级 | 7,982 | -3.20 | 6,222 | -8.63 | ||||
2025-07-17 | 13F | 坎贝尔纽曼资产管理公司 | 40,995 | -25.88 | 31,957 | -30.04 | ||||
2025-08-29 | NP | BRWIX - AMG 经理 Brandywine 基金 I 级 | 9,795 | -12.23 | 7,635 | -17.16 | ||||
2025-03-25 | NP | KAUAX - 联邦考夫曼基金 A 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-27 | NP | PILL - Direxion Daily Pharmaceutical & Medical Bull 3X 股票 | 457 | -9.68 | 411 | 0.00 | ||||
2025-07-17 | 13F | 拉扎里资本管理公司 | 682 | -0.58 | 532 | -6.18 | ||||
2025-05-15 | 13F | 维也纳资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 计划集团金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | RYHIX - 医疗保健基金投资者类别 | 972 | -3.19 | 758 | -8.69 | ||||
2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | CRA 金融服务有限责任公司 | 3,995 | -1.77 | 3,114 | -7.30 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 2,935 | -2.46 | 2,288 | -7.97 | ||||
2025-06-27 | NP | LLYX - Defiance Daily Target 2X 多头 LLY ETF | 429 | -82.62 | 386 | -80.77 | ||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 10,892 | -0.12 | 8,491 | -5.73 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 资本增长投资组合 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 | 202,471 | -15.77 | 157,832 | -20.50 | ||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 438,948 | -6.63 | 342,173 | -11.87 | ||||
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 | 193,690 | -5.63 | 174,118 | 4.60 | ||||
2025-08-14 | 13F | FC咨询有限责任公司 | 1,037 | -2.81 | 808 | -8.29 | ||||
2025-08-25 | NP | MBCGX - MassMutual 选择蓝筹成长基金 A 类 | 43,465 | -5.00 | 33,882 | -10.33 | ||||
2025-08-13 | 13F | 韩国投资公司 | 643,336 | -0.68 | 501,500 | -6.26 | ||||
2025-07-17 | 13F | 西方金融公司/CA | 311 | -77.51 | 242 | -78.81 | ||||
2025-07-31 | 13F | GenTrust 有限责任公司 | 782 | -10.83 | 610 | -15.88 | ||||
2025-08-14 | 13F | 花园州投资咨询服务有限责任公司 | 3,149 | -8.22 | 2,462 | -13.35 | ||||
2025-07-11 | 13F | 大水财富管理 | 768 | -0.26 | 599 | -5.83 | ||||
2025-07-24 | 13F | 美国合众银行\de\ | 1,372,106 | -4.32 | 1,069,602 | -9.70 | ||||
2025-08-14 | 13F | 富国银行/百万 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-27 | NP | IVINX - 常春藤全球成长基金 A 类 | 21,588 | -2.75 | 16,828 | -8.21 | ||||
2025-08-28 | NP | CNRWX - City National Rochdale 美国核心股票基金 - N 类 | 5,806 | -2.97 | 4,526 | -8.44 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 25,629,773 | -9.97 | 19,979,177 | -15.03 | ||||
2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 2,280 | -41.01 | 1,777 | -44.33 | ||||
2025-06-27 | NP | RSPH - Invesco S&P 500 等权重医疗保健 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,875 | -7.25 | 14,271 | 2.79 | ||||
2025-08-05 | 13F | JW Coons 顾问有限公司 | 1,866 | -7.39 | 1,455 | -12.62 | ||||
2025-08-06 | 13F | 峰会财富集团有限责任公司 | 333 | -4.86 | 0 | |||||
2025-08-14 | 13F | 平戈拉合作伙伴有限责任公司 | 1,600 | -15.79 | 1,247 | -20.52 | ||||
2025-07-30 | NP | AGNG - Global X 长寿主题 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 | 2,135 | -3.31 | 1,575 | -22.54 | ||||
2025-08-11 | 13F | 霍华德财富管理有限公司 | 656 | -1.35 | 511 | -6.92 | ||||
2025-08-14 | 13F | 奥利安投资公司 | 471 | -1.05 | 367 | -6.62 | ||||
2025-07-11 | 13F | 谢尔顿财富管理有限公司 | 1,194 | -1.32 | 931 | -6.91 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 41,500 | -2.12 | 32,350 | -7.62 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 大型成长股票基金 | 11,466 | -14.45 | 8,938 | -19.24 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 67,301 | -3.62 | 52,463 | -9.04 | ||||
2025-07-24 | NP | FAGAX - 富达顾问成长机会基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93,300 | -8.08 | 68,825 | -26.35 | ||||
2025-06-25 | NP | TMSRX - T. Rowe Price 多策略总回报基金 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 | 1,088 | -34.54 | 978 | -27.45 | ||||
2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 145,384 | -15.84 | 113,331 | -20.57 | ||||
2025-03-27 | NP | 富国银行主信托 - 富国银行大型公司价值投资组合大型公司价值投资组合 | 2,341 | -8.95 | 1,899 | -11.02 | ||||
2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 8,913 | -37.28 | 6,575 | -49.75 | ||||
2025-08-13 | 13F | 法国外贸银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 西北及道德投资有限公司 | 28,605 | -4.35 | 22,291 | -9.75 | ||||
2025-06-26 | NP | USAUX - 积极增长基金股票 | 93,829 | -17.14 | 84,348 | -8.16 | ||||
2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 4,497 | -1.23 | 3,505 | -6.78 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 3,984 | -21.33 | 3,106 | -25.75 |