机构和基金投资人持股 - 卖家
此页面显示在上一个报告期内减持或平仓的机构、基金和大股东红色行表示平仓。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-25 | NP | MDEV - First Trust Indxx 医疗器械 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 | 364 | -15.94 | 33 | -32.65 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 325 | -4.41 | 30 | -23.68 | ||||
| 2025-05-15 | 13F | HRT金融有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 商业银行 | 17,005 | -12.83 | 1,551 | -29.72 | ||||
| 2025-08-14 | 13F | 沙特中央银行 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IXJ - iShares 全球医疗保健 ETF | 106,130 | -0.44 | 9,680 | -19.76 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 24,381 | -5.55 | 2,223 | -23.92 | ||||
| 2025-06-23 | NP | IYH - iShares 美国医疗保健 ETF | 112,082 | -1.26 | 11,550 | -7.06 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 1,429,665 | -3.42 | 130,400 | -22.17 | ||||
| 2025-04-24 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 锦绣资本投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CSS 有限公司/il | 9,907 | -5.56 | 904 | -23.93 | ||||
| 2025-07-18 | 13F | 巴特利特财富管理有限公司 | 1,402 | -3.51 | 128 | -21.95 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 240 | -13.36 | 22 | -32.26 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 50,766 | -50.06 | 4,630 | -59.75 | ||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 212,004 | -0.14 | 19 | -20.83 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 425 | -5.56 | 39 | -24.00 | ||||
| 2025-07-18 | 13F | Old Point 信托与金融服务 NA | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 119,545 | -4.12 | 10,904 | -22.73 | ||||
| 2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 印第安纳信托投资管理公司 | 1,999 | -9.10 | 182 | -26.61 | ||||
| 2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 3,548 | -0.42 | 327 | -11.86 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 4,548 | -17.26 | 415 | -33.44 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Qrg 资本管理公司 | 6,130 | -9.52 | 559 | -27.02 | ||||
| 2025-05-05 | 13F | Montag A & Associates 公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -8,979 | -62.52 | -925 | -64.72 | |||
| 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 | 940 | -9.00 | 86 | -26.72 | ||||
| 2025-08-11 | 13F | 赖斯霍尔詹姆斯联合有限公司 | 4,461 | -7.89 | 407 | -25.91 | ||||
| 2025-08-01 | 13F | 汽车所有者保险公司 | 22,350 | -67.13 | 2,039 | -80.82 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 15,242 | -44.14 | 1,390 | -54.99 | ||||
| 2025-08-05 | 13F | 好事达公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 716,669 | -14.77 | 65,367 | -31.32 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Boyer & Corporon 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 5,386 | -6.49 | 491 | -24.58 | ||||
| 2025-08-04 | 13F | 联合银行 | 38,462 | -0.53 | 4 | -25.00 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 6,600 | -8.15 | 602 | -26.08 | ||||
| 2025-08-08 | 13F | 华盛顿信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPlan投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 多伦多道明银行 | 80,255 | -6.64 | 7,320 | -24.75 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 6,485 | -0.93 | 591 | -20.14 | ||||
| 2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 2,426 | -6.87 | 221 | -24.83 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 41 | -74.21 | 0 | |||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 104 | -2.80 | 9 | -25.00 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 10 | -50.00 | 1 | -100.00 | ||||
| 2025-07-21 | 13F | 克伦威尔控股有限公司 | 188 | -6.47 | 17 | -22.73 | ||||
| 2025-07-23 | 13F | 西步顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 23,831 | -25.60 | 2,174 | -40.06 | ||||
| 2025-03-25 | NP | PCGRX - 先锋中型价值基金：A 类 | 171,132 | -1.75 | 18,736 | 0.60 | ||||
| 2025-05-14 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 98 | -76.72 | 9 | -82.98 | ||||
| 2025-05-14 | 13F | Tri Locum 合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 4,158 | -0.43 | 379 | -19.70 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 228 | -12.98 | 21 | -31.03 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Peak6有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | OFSFX - Olstein 战略机会基金顾问班 | 12,000 | -7.69 | 1,095 | -25.63 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 10,400 | -2.80 | 949 | -21.72 | ||||
| 2025-08-27 | NP | 胜利变额保险基金 II - 胜利先锋中盘价值 VCT 投资组合 I 类 | 24,948 | -0.69 | 2,276 | -19.98 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 3,643 | -2.18 | 332 | -21.14 | ||||
| 2025-08-27 | NP | HCMAX - 希尔曼价值基金 | 29,700 | -8.90 | 2,709 | -26.59 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 39,934 | -9.89 | 3,642 | -27.38 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 1,736 | -7.46 | 160 | -17.95 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 8,143 | -20.56 | 839 | -25.22 | ||||
| 2025-08-12 | 13F | 博克夫，那 | 1,580 | -23.63 | 144 | -38.46 | ||||
| 2025-08-14 | 13F | ISAM 基金（英国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 11,878 | -2.16 | 1,083 | -21.18 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 61,284 | -9.14 | 5,590 | -26.78 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 5,742 | -4.17 | 524 | -22.86 | ||||
| 2025-07-15 | 13F | 第五第三银行 | 15,827 | -9.51 | 1,444 | -27.08 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 11,142 | -21.99 | 1,016 | -37.13 | ||||
| 2025-08-14 | 13F | 野村控股公司 | 4,708 | -25.07 | 429 | -39.66 | ||||
| 2025-05-15 | 13F | 字幕管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | 拉弗勒尔和戈弗雷有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 12,238 | -46.19 | 1,116 | -56.63 | ||||
| 2025-08-14 | 13F | 罗杰斯兄弟公司 | 29,691 | -13.54 | 2,708 | -30.31 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,416 | -2.05 | 2,803 | -13.46 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 5,137 | -2.97 | 469 | -21.87 | ||||
| 2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 9,413 | -10.87 | 859 | -28.20 | ||||
| 2025-08-13 | 13F | 铜锣湾资本管理有限公司 | 578,238 | -28.21 | 52,741 | -42.15 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 46,992 | -6.88 | 4,285 | -25.01 | ||||
| 2025-05-05 | 13F | 晨星投资服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 摩根士丹利 | 1,838,284 | -11.86 | 167,670 | -28.97 | ||||
| 2025-05-27 | NP | PQNAX - AllianzGI NFJ 中盘价值基金 A | 50,555 | -0.42 | 5,722 | 6.70 | ||||
| 2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 3,991 | -4.32 | 368 | -15.63 | ||||
| 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 | 76,529 | -26.23 | 6,980 | -40.55 | ||||
| 2025-04-22 | 13F/A | 诺斯罗克合伙人有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-29 | NP | BPAIX - Boston Partners 全市值机构价值基金 | 84,900 | -6.13 | 7,825 | -17.06 | ||||
| 2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 876 | -3.84 | 80 | -23.30 | ||||
| 2025-07-15 | 13F | 灰点有限责任公司 | 3,255 | -8.72 | 297 | -26.55 | ||||
| 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 | 128,519 | -27.20 | 11,722 | -41.33 | ||||
| 2025-08-25 | NP | SAEF - Schwab Ariel ESG ETF | 2,820 | -5.18 | 257 | -23.51 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 35,433 | -2.19 | 3,232 | -21.20 | ||||
| 2025-07-18 | 13F | 社区银行与信托，德克萨斯州韦科 | 5,475 | -0.90 | 0 | |||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 170 | -48.48 | 16 | -59.46 | ||||
| 2025-07-25 | NP | RPMMX - Reinhart 中型 PMV 基金投资者类别 | 24,340 | -5.07 | 2,243 | -16.12 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 123,968 | -22.22 | 11,307 | -37.32 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 博伊特 CF 大卫 | 1,500 | -34.78 | 137 | -47.69 | ||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 291,623 | -5.56 | 26,599 | -23.89 | ||||
| 2025-06-27 | NP | LYLD – Cambria 大型股股东收益 ETF | 844 | -66.56 | 87 | -68.84 | ||||
| 2025-08-01 | 13F | 皮蒂投资者公司 | 4,337 | -2.30 | 396 | -21.31 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 500 | -21.14 | 52 | -26.09 | ||||
| 2025-06-26 | NP | FLRAX - Nuveen 大盘精选基金 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 | 5,580 | -17.35 | 575 | -22.19 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 5,011 | -2.24 | 457 | -21.21 | ||||
| 2025-04-30 | 13F | 阿尔卑斯顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 54,516 | -1.35 | 5,618 | -7.16 | ||||
| 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 | 125,426 | -1.50 | 12,925 | -7.29 | ||||
| 2025-08-05 | 13F | 希尔斯银行信托公司 | 23,429 | -2.58 | 2,137 | -21.50 | ||||
| 2025-08-14 | 13F | 西永资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 23,560 | -31.91 | 2 | -33.33 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 681,921 | -1.15 | 62,204 | -20.26 | ||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 5,523 | -2.44 | 504 | -21.41 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 583 | -5.97 | 53 | -24.29 | ||||
| 2025-07-21 | 13F | 纽敦第一国民银行及信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 2,270 | -4.22 | 207 | -22.76 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,582 | -26.27 | 236 | -40.66 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 149,003 | -3.50 | 13,591 | -22.23 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 认证咨询公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 2,860 | -69.64 | 261 | -75.61 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 459 | -5.17 | 42 | -19.61 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 9,328 | -9.26 | 853 | -26.78 | ||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 3,262 | -49.19 | 297 | -59.09 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 8,070 | -3.77 | 736 | -22.44 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 63,949 | -9.61 | 6,590 | -14.93 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 10 | -72.22 | 1 | -102.63 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 2,451 | -1.76 | 224 | -20.92 | ||||
| 2025-07-29 | NP | VHCIX - 先锋医疗保健指数基金 Admiral Shares | 623,708 | -3.55 | 57,487 | -14.79 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 344,906 | -3.44 | 31,459 | -22.18 | ||||
| 2025-08-14 | 13F | PZU SA 投资基金公司 | 1,465 | -9.29 | 134 | -26.92 | ||||
| 2025-07-31 | 13F | 扇区伽玛As | 88,631 | -22.00 | 8,084 | -37.14 | ||||
| 2025-07-30 | 13F | 道德公司 | 6,208 | -7.82 | 568 | -25.00 | ||||
| 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 | 55,697 | -18.89 | 5,080 | -34.63 | ||||
| 2025-08-27 | NP | VMVIX - 先锋中盘价值指数基金投资者股票 | 1,248,878 | -2.20 | 113,910 | -21.18 | ||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 4,430 | -8.00 | 404 | -25.74 | ||||
| 2025-05-15 | 13F | Qube研究与技术有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Point72 亚洲（新加坡）私人有限公司有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | CFMCX - 中型股基金 | 47,804 | -0.14 | 4,406 | -11.76 | ||||
| 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 | 8,535 | -0.91 | 778 | -20.12 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 1,213,459 | -1.04 | 110,680 | -20.25 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 农商投资公司 | 8,155 | -6.85 | 744 | -24.95 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 337 | -10.37 | 31 | -28.57 | ||||
| 2025-07-28 | NP | LBAY - 棱皮龟多/空另类收益 ETF | 11,761 | -9.26 | 1,084 | -19.82 | ||||
| 2025-08-14 | 13F | 希尔曼资本管理公司 | 55,598 | -5.05 | 5,071 | -23.48 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 81,412 | -3.39 | 8,390 | -9.06 | ||||
| 2025-08-08 | 13F | 王财富 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 沙漏资本有限公司 | 62,930 | -6.67 | 5,740 | -24.79 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 陶尔信托投资公司 | 7,376 | -1.06 | 673 | -12.50 | ||||
| 2025-08-15 | 13F | 奥西尔资产管理公司 | 63,728 | -0.42 | 5,813 | -19.76 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 17,076 | -4.18 | 1,558 | -22.77 | ||||
| 2025-05-15 | 13F | 人力投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | NP | VVJEX - Voya VACS系列MCV基金 | 548 | -10.89 | 51 | -21.87 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 6,311 | -0.32 | 576 | -19.69 | ||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 6,543 | -68.03 | 603 | -71.76 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 6,437 | -1.26 | 663 | -7.01 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 358 | -10.05 | 0 | |||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 179 | -61.17 | 16 | -69.23 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 59,693 | -1.40 | 5,445 | -20.55 | ||||
| 2025-05-27 | NP | WFMDX - 富国银行特殊中型价值基金管理员班 | 1,502,550 | -28.61 | 170,059 | -23.51 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 22,011 | -1.84 | 2,008 | -20.89 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 4,259 | -23.32 | 388 | -38.12 | ||||
| 2025-07-11 | 13F | CMH 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | NBRVX - Neuberger Berman 中型内在价值基金投资者类别 | 7,988 | -1.71 | 736 | -13.11 | ||||
| 2025-05-13 | 13F | 美国教师保险与年金协会 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Rhenman & Partners 资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | NP | HLAL - 瓦赫德富时美国伊斯兰教法 ETF | 5,325 | -0.87 | 491 | -12.50 | ||||
| 2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 6,316 | -5.07 | 576 | -23.51 | ||||
| 2025-07-09 | 13F | 莱因哈特合伙公司 | 73,795 | -8.11 | 6,731 | -25.95 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 5,525 | -27.46 | 504 | -41.58 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 佩里特资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | 荷兰集团 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 11 | -8.33 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 德国商业银行 | 125,815 | -9.12 | 11 | -26.67 | ||||
| 2025-05-07 | 13F | 第一中心咨询公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-30 | 13F | 希蒙运河信托公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 399 | -8.90 | 41 | -12.77 | ||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 200 | -33.33 | 18 | -45.45 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 33,078 | -2.50 | 3,017 | -21.41 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 2,969 | -8.62 | 274 | -19.23 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 28,874 | -2.37 | 2,634 | -21.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 11,796 | -6.96 | 1,076 | -25.03 | ||||
| 2025-08-25 | NP | MMBUX - MassMutual Select T. Rowe Price 中小盘混合基金 I 类 | 8,600 | -14.82 | 784 | -31.35 | ||||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 1,852 | -0.64 | 171 | -12.37 | ||||
| 2025-05-15 | 13F | PharVision 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 耆那全球有限公司 | 14,251 | -67.54 | 1,300 | -73.85 | ||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 31,137 | -18.23 | 2,840 | -34.09 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 2,342,294 | -3.30 | 213,641 | -22.07 | ||||
| 2025-08-20 | NP | LSAAX - LoCorr 战略配置基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 7,263 | -3.48 | 662 | -22.21 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 744 | -4.98 | 68 | -23.86 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 2,572 | -12.52 | 235 | -29.52 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 708,199 | -17.86 | 64,595 | -33.80 | ||||
| 2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 525,064 | -0.83 | 54,108 | -6.66 | ||||
| 2025-08-27 | NP | OFAFX - Olstein 全市值基金顾问级 | 66,000 | -1.49 | 6,020 | -20.63 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 34,600 | -49.86 | 3,156 | -59.60 | ||||
| 2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 580 | -9.38 | 53 | -27.78 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 55,173 | -33.44 | 5,034 | -46.23 | ||||
| 2025-05-14 | 13F | HMS 资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML基本增长基金II类 | 9,827 | -19.71 | 896 | -35.31 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 7,386 | -0.38 | 761 | -6.17 | ||||
| 2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 56 | -66.47 | 6 | -72.22 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 2,693 | -2.21 | 246 | -21.22 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 12,011 | -14.57 | 1,096 | -30.48 | ||||
| 2025-07-22 | 13F | 旧国家银行/in/ | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 24,500 | -8.92 | 2,525 | -15.73 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 5,241 | -0.70 | 478 | -19.93 | ||||
| 2025-05-15 | 13F | Cinctive资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-21 | NP | SMOT - VanEck Morningstar SMID 护城河 ETF | 23,771 | -10.41 | 2,168 | -27.81 | ||||
| 2025-08-28 | NP | LYFCX - AlphaCentric LifeSci 医疗保健基金 C 类 | 3,840 | -18.12 | 350 | -33.96 | ||||
| 2025-08-13 | 13F | 肯尼迪资本管理公司 | 25,595 | -11.71 | 2,335 | -28.86 | ||||
| 2025-07-24 | 13F | 洞察投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 3,812 | -14.85 | 348 | -31.42 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 81,177 | -13.16 | 7,404 | -30.01 | ||||
| 2025-05-13 | 13F | ASB 咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 191 | -22.36 | 0 | |||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 185 | -5.61 | 17 | -19.05 | ||||
| 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 | 4,886 | -6.24 | 450 | -17.13 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 12,109 | -98.21 | 1,104 | -98.56 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 2,561 | -14.92 | 0 | |||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 13,302 | -75.66 | 1,213 | -77.90 | ||||
| 2025-08-11 | 13F | 达美资产管理有限公司/TN | 430 | -10.42 | 39 | -27.78 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 678 | -58.10 | 62 | -66.12 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 9,727 | -5.18 | 887 | -23.60 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 私人顾问集团有限责任公司 | 13,775 | -2.16 | 1,256 | -21.16 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 7,020 | -10.88 | 640 | -28.17 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 470,409 | -27.69 | 42,906 | -41.72 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 126,923 | -3.18 | 11,577 | -21.98 | ||||
| 2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 4,564 | -1.06 | 416 | -20.31 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Pathway 财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 2,500 | -65.28 | 228 | -71.99 | |||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 8,700 | -51.12 | 794 | -60.63 | |||
| 2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 249,669 | -21.47 | 22,772 | -36.71 | ||||
| 2025-07-30 | 13F | 廉洁顾问公司 | 3,065 | -0.65 | 280 | -20.06 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 3,730,865 | -18.33 | 340,302 | -34.18 | ||||
| 2025-08-13 | 13F | 圆山资产管理公司 | 16,849 | -0.30 | 1,537 | -19.67 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 120 | -4.00 | 11 | -28.57 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 166,965 | -8.14 | 15 | -25.00 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/晨星宽护城河指数基金 (A) | 244,627 | -1.90 | 22,312 | -20.95 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 4,243 | -2.21 | 387 | -21.18 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 9 | -47.06 | 1 | -100.00 | ||||
| 2025-08-12 | 13F | 联合银行 | 12,466 | -7.48 | 1,137 | -25.39 | ||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 592 | -7.79 | 55 | -18.18 | ||||
| 2025-04-09 | 13F | 赛威资产管理 | 23,879 | -5.16 | 2,703 | 1.62 | ||||
| 2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | SDVGX - Sit 股息增长基金 - I 类 | 17,650 | -14.32 | 1,998 | -8.18 | ||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 2,041 | -22.31 | 186 | -37.37 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 320 | -3.03 | 0 | |||||
| 2025-08-14 | 13F | Synovus金融公司 | 18,191 | -9.53 | 1,659 | -27.08 | ||||
| 2025-05-13 | 13F | 中心点顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | Profunds - Profunds 医疗保健副总裁 | 1,213 | -2.10 | 111 | -21.43 | ||||
| 2025-07-21 | 13F | 交易所资本管理公司 | 21,301 | -22.43 | 1,943 | -37.52 | ||||
| 2025-07-02 | 13F | 雅各布斯公司/ca | 4,879 | -45.11 | 0 | -100.00 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 52,634 | -0.77 | 4,801 | -20.04 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 中盘核心股票基金系列 I | 19,794 | -1.70 | 1,805 | -20.80 | ||||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 3,283 | -16.25 | 299 | -27.78 | ||||
| 2025-08-26 | NP | NANC - 不寻常的鲸鱼颠覆性民主交易 ETF | 3,110 | -7.11 | 284 | -25.13 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 321 | -18.73 | 29 | |||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 346 | -8.22 | 32 | -26.19 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 9,444 | -0.53 | 861 | -19.83 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 43,098 | -29.12 | 3,931 | -42.89 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 12,315 | -0.15 | 1,126 | -19.46 | ||||
| 2025-08-06 | 13F | Kcm 投资顾问有限公司 | 31,913 | -1.54 | 2,911 | -20.67 | ||||
| 2025-06-26 | NP | FDVLX - 富达价值基金 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 | 66,230 | -87.57 | 6,825 | -88.30 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 1,414 | -48.81 | 129 | -56.01 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 3,409 | -19.84 | 311 | -35.55 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 2,378 | -0.04 | 217 | -19.70 | ||||
| 2025-08-14 | 13F | 德肖公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MFVAX - 万通互惠理财精选股票机会基金 A 类 | 33,800 | -20.47 | 3,083 | -35.93 | ||||
| 2025-08-20 | 13F | 肯塔基州退休系统 | 12,692 | -6.15 | 1,158 | -24.38 | ||||
| 2025-08-04 | 13F | KLCM 顾问公司 | 72,994 | -2.55 | 6,658 | -21.47 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 402,349 | -4.95 | 36,698 | -23.40 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 医疗保健基金可变年金 | 648 | -20.00 | 59 | -35.16 | ||||
| 2025-05-08 | 13F | 梅纳德金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 63,988 | -0.40 | 5,836 | -19.74 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -4,049 | 72.59 | -369 | 39.25 | |||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 1,203 | -40.50 | 124 | -44.34 | ||||
| 2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 费尔沃伊私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 5,949 | -32.85 | 543 | -45.91 | ||||
| 2025-04-10 | 13F | 对抗投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 35,700 | -26.54 | 3,256 | -40.80 | ||||
| 2025-07-22 | 13F | 罗马诺兄弟公司 | 8,529 | -4.96 | 778 | -23.45 | ||||
| 2025-08-07 | 13F | 米德咨询服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 西方财富管理有限责任公司 | 3,234 | -0.46 | 295 | -19.89 | ||||
| 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 | 218 | -6.44 | 22 | -12.00 | ||||
| 2025-05-22 | NP | IIFAX - Voya 平衡收益投资组合 ADV 级 | 2,437 | -21.41 | 276 | -15.90 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 22,077 | -6.82 | 2,014 | -24.92 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 2,231 | -53.93 | 203 | -62.96 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 9,146 | -6.05 | 834 | -24.25 | ||||
| 2025-06-18 | NP | REUYX - Y 类可持续股票基金 | Short | -143 | -145.54 | -15 | -141.18 | |||
| 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 | 1,387,346 | -3.46 | 126,540 | -22.20 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -23 | -2 | |||||
| 2025-08-14 | 13F | 道富银行 | 8,748,246 | -0.08 | 799,997 | -19.43 | ||||
| 2025-07-07 | 13F | 西联银行 | 19,699 | -1.56 | 1,797 | -20.67 | ||||
| 2025-06-26 | NP | FAVFX - 富达顾问价值基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,775 | -87.07 | 286 | -87.86 | ||||
| 2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 174 | -46.63 | 16 | -58.33 | ||||
| 2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 8,027 | -7.76 | 732 | -25.61 | ||||
| 2025-04-29 | NP | Northern Lights Fund Trust IV - Brookstone 价值股票 ETF | 100 | -99.60 | 10 | -99.64 | ||||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 10,173 | -0.47 | 938 | -12.10 | ||||
| 2025-04-28 | 13F | 朱红财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 第一西部信托银行 | 12,636 | -0.10 | 1,153 | -19.50 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 25,703 | -1.54 | 2,369 | -13.00 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 克拉保险企业控股有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 4,426 | -45.47 | 404 | -56.10 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 5,590 | -1.41 | 510 | -20.59 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 761 | -68.30 | 69 | -74.54 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 1,734 | -2.80 | 158 | -21.39 | ||||
| 2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 301 | -55.60 | 28 | -64.47 | ||||
| 2025-08-14 | 13F | 峰会步道顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | 凯龙资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 15,243 | -1.59 | 1,405 | -13.07 | ||||
| 2025-08-12 | 13F | 白松资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 624 | -42.86 | 57 | -54.47 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 3,148 | -31.30 | 287 | -44.59 | ||||
| 2025-08-26 | NP | TRMCX - T. Rowe Price 中型价值基金公司 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 | 2,821,971 | -0.87 | 257,392 | -20.11 | ||||
| 2025-05-09 | 13F | 地理财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 12,194 | -22.30 | 1,113 | -37.39 | ||||
| 2025-08-28 | NP | DTLVX - 大型公司价值投资组合投资类别 | 2,884 | -12.18 | 263 | -29.11 | ||||
| 2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,685 | -40.33 | 277 | -43.90 | ||||
| 2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 38,370 | -16.35 | 3,500 | -32.59 | ||||
| 2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 33,675 | -0.82 | 3,071 | -20.07 | ||||
| 2025-08-14 | 13F | 霍奇基斯和威利资本管理有限公司 | 1,629,187 | -1.02 | 148,598 | -20.23 | ||||
| 2025-08-29 | NP | MVIAX - Praxis 价值指数基金 A 类 | 20 | -99.54 | 2 | -99.80 | ||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 6,989 | -58.05 | 649 | -65.35 | ||||
| 2025-04-22 | 13F | 世界股权集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 4,412 | -1.34 | 402 | -20.55 | ||||
| 2025-08-14 | 13F | 贝尔维尤集团公司 | 267,716 | -8.11 | 24,418 | -25.95 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 267,748 | -17.90 | 24,421 | -33.84 | ||||
| 2025-08-14 | 13F | Camber资本管理有限责任公司 | 1,000,000 | -55.56 | 91,210 | -64.18 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 307 | -11.01 | 35 | -5.56 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 1,287 | -9.68 | 119 | -20.27 | ||||
| 2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 8,355 | -0.52 | 861 | -6.42 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 49,127 | -1.12 | 5,063 | -6.93 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 医疗保健行业基金 (I) | 96,863 | -3.07 | 8,835 | -21.89 | ||||
| 2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,426 | -9.61 | 500 | -20.13 | ||||
| 2025-08-14 | 13F | 嘉德财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 4,806 | -14.27 | 438 | -30.91 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | QWVPX - Clearwater 核心股票基金 | 3,374 | -70.85 | 308 | -76.55 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 5,546 | -31.04 | 506 | -44.51 | ||||
| 2025-07-07 | 13F | 第一社区信托基金 | 9,382 | -2.60 | 856 | -21.56 | ||||
| 2025-07-24 | 13F | 拉米雷斯资产管理公司 | 350 | -22.22 | 32 | -38.00 | ||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,405,000 | -1.64 | 219,360 | -20.73 | ||||
| 2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 284 | -1.39 | 26 | -13.33 | ||||
| 2025-06-27 | NP | POSKX - PRIMECAP Odyssey 股票基金 | 263,050 | -7.98 | 27,107 | -13.38 | ||||
| 2025-05-14 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 2,971 | -11.21 | 271 | -28.31 | ||||
| 2025-04-28 | 13F | 战略金融概念有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 652 | -6.05 | 59 | -24.36 | ||||
| 2025-08-13 | 13F | 丰业资本公司 | 11,743 | -3.09 | 1,071 | -21.88 | ||||
| 2025-07-25 | 13F | 钢铁金融有限责任公司 | 6,676 | -0.30 | 609 | -19.68 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 12,434 | -96.52 | 1,134 | -97.20 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 554 | -6.89 | 63 | 0.00 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 64,236 | -3.41 | 5,859 | -22.17 | ||||
| 2025-05-29 | NP | Jnl 系列信托 - Jnl/mfs 中盘价值基金 Jnl/mfs 中盘价值基金 (a) | 88,369 | -2.25 | 10,002 | 4.73 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 45,678 | -70.13 | 4,166 | -75.93 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 1,375 | -45.18 | 142 | -48.54 | ||||
| 2025-05-28 | 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 | 9,584 | -2.52 | 1,085 | 4.43 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 117,220 | -2.38 | 10,692 | -21.33 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 1,119 | -6.36 | 103 | -16.94 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 4,491 | -13.13 | 463 | -18.37 | ||||
| 2025-07-31 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 6,668 | -4.81 | 608 | -23.23 | ||||
| 2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -34,048 | 19.13 | -3,106 | -3.99 | |||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 5,845 | -13.57 | 602 | -18.65 | ||||
| 2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,352,992 | -4.46 | 139,426 | -10.07 | ||||
| 2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 3,937 | -0.40 | 359 | -19.69 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | 卡兰资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 全新世顾问有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 23,600 | -47.67 | 2,153 | -57.84 | |||
| 2025-08-12 | 13F | Elo 相互养老保险公司 | 23,492 | -1.05 | 2,143 | -20.28 | ||||
| 2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 954 | -14.90 | 88 | -25.00 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 27,635 | -82.14 | 2,521 | -85.61 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 2,021 | -7.29 | 229 | -0.87 | ||||
| 2025-04-22 | 13F | 卡斯尔维尤合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | POGRX - PRIMECAP奥德赛成长基金 | 175,620 | -14.54 | 18,098 | -19.56 | ||||
| 2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 3,164 | -24.18 | 289 | -38.98 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 39,125 | -24.73 | 3,569 | -39.35 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 21,268 | -13.01 | 1,940 | -29.92 | ||||
| 2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 4,244 | -2.77 | 387 | -21.66 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 118,536 | -1.00 | 10,812 | -20.22 | ||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 515 | -6.19 | 47 | -25.81 | ||||
| 2025-05-15 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 5 | -37.50 | 1 | |||||
| 2025-08-15 | NP | SHXIX - 美国灯塔夏皮罗股票机会基金机构类别 | 44,965 | -13.76 | 4,101 | -30.50 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 多元化价值投资组合 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 | 33,811 | -1.17 | 3,084 | -20.38 | ||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -73,973 | 264.49 | -7,623 | 243.18 | |||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 2,670 | -0.37 | 244 | -19.80 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型价值基金 | 3,811 | -52.11 | 348 | -61.44 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 27,323 | -0.27 | 2,492 | -19.61 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 2,814 | -5.06 | 257 | -23.58 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 11,620 | -2.44 | 1,060 | -21.44 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 246,507 | -1.15 | 22,484 | -20.33 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 790 | -2.71 | 72 | -20.88 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 9,767 | -8.17 | 891 | -26.02 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 431 | -27.44 | 3,931 | -41.52 | |||
| 2025-05-28 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 56,422 | -4.76 | 6,386 | 2.05 | ||||
| 2025-04-28 | 13F | 金融倡导者投资管理 | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | 瑞穗证券美国有限公司 | 15,940 | -15.52 | 1,804 | -9.48 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 1,492,599 | -12.85 | 136,140 | -29.77 | ||||
| 2025-08-07 | 13F | 简化资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 148,581 | -2.06 | 14 | -23.53 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 788 | -5.85 | 72 | -24.47 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 50,696 | -0.08 | 4,624 | -19.49 | ||||
| 2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 455 | -49.94 | 50 | -57.02 | ||||
| 2025-08-05 | 13F | 新泽西州雇员递延补偿计划 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 12,775 | -50.60 | 1,165 | -60.18 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 8,085 | -5.07 | 737 | -23.47 | ||||
| 2025-07-29 | 13F | 地区金融公司 | 3,197 | -5.89 | 292 | -24.22 | ||||
| 2025-05-15 | 13F | 韦斯资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 6,561 | -23.00 | 598 | -37.97 | ||||
| 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 | 10,135 | -1.42 | 924 | -20.55 | ||||
| 2025-07-31 | 13F | Ag2r La Mondiale 资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 1,867 | -3.76 | 170 | -22.37 | ||||
| 2025-08-11 | 13F | 花旗集团 | 170,942 | -12.48 | 15,592 | -29.47 | ||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 5,849 | -5.72 | 603 | -11.34 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 2,507 | -43.68 | 229 | -54.67 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 34,880 | -46.34 | 3,181 | -56.76 | ||||
| 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 | 2,411,078 | -0.04 | 219,914 | -19.44 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 66,572 | -5.22 | 6,072 | -23.61 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 加州遗产资本集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-18 | NP | LVOL - 美国世纪低波动性 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 49 | -39.51 | 4 | -55.56 | ||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 97,467 | -0.29 | 10,044 | -6.15 | ||||
| 2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | SUSSX - 道富机构美国股票基金服务类别 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 熊山资本公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 151,964 | -7.11 | 13,860 | -25.14 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 13,970 | -3.14 | 1,274 | -21.94 | ||||
| 2025-05-27 | NP | MGRO - VanEck Morningstar 宽护城河增长 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 4,327 | -6.34 | 395 | -24.52 | ||||
| 2025-07-10 | 13F | 人民银行/堪萨斯州 | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | 亨特联合投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 25 | -59.68 | 2 | -71.43 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 2,882 | -43.71 | 263 | -54.75 | ||||
| 2025-08-14 | 13F | Nfj 投资集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 2,218 | -58.25 | 202 | -66.39 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 172 | -18.10 | 16 | -34.78 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 11,877 | -4.69 | 1,083 | -23.19 | ||||
| 2025-08-26 | NP | ISBAX - VY(R) 哥伦比亚逆势核心投资组合 ADV 级 | 6,052 | -27.09 | 552 | -41.21 | ||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 55 | -12.70 | 5 | -28.57 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 2,469 | -3.25 | 225 | -21.87 | ||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 122,354 | -6.86 | 11,277 | -17.70 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | ONOF - Global X 适应性美国风险管理 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 477 | -11.67 | 44 | -23.21 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 75 | -36.44 | 7 | -53.85 | ||||
| 2025-07-25 | 13F | 西北资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 城邦银行 | 1,257 | -5.63 | 115 | -24.00 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 2,893 | -4.24 | 264 | -22.87 | ||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 11,394 | -1.69 | 1,039 | -20.75 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 249,483 | -28.28 | 22,755 | -42.20 | ||||
| 2025-05-15 | 13F | Ameriflex 集团公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 186,925 | -2.90 | 17,049 | -21.75 | ||||
| 2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 7,562 | -1.09 | 690 | -20.35 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 945 | -6.16 | 86 | -23.89 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 10 | -95.00 | 1 | -100.00 | ||||
| 2025-08-11 | 13F | 信托银行 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 旅程咨询集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 南方平原金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 1,145 | -3.46 | 0 | |||||
| 2025-08-07 | 13F | 工厂互助保险公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 山茱萸财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 邓克街公司 | 3,906 | -1.51 | 356 | -20.54 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,756 | -6.99 | 160 | -24.88 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 130,324 | -18.71 | 11,887 | -34.49 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 2,267 | -7.24 | 234 | -12.73 | ||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 等投资顾问公司 | 22,531 | -5.61 | 2,055 | -23.92 | ||||
| 2025-06-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,004 | -34.09 | 5,359 | -37.96 | ||||
| 2025-08-12 | 13F | TCTC 控股有限公司 | 848 | -4.93 | 77 | -23.00 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 4,422 | -10.27 | 403 | -27.65 | ||||
| 2025-04-17 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 47,561 | -80.35 | 4,384 | -82.64 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 219,996 | -2.92 | 20,066 | -21.77 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 2 | -99.71 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 联信银行 | 45,689 | -1.12 | 4,167 | -20.31 | ||||
| 2025-05-14 | 13F | 道明资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 8,644 | -9.42 | 1 | -100.00 | ||||
| 2025-07-31 | 13F | 拉姆齐、斯塔特曼、维拉和普莱斯公司 | 9,526 | -6.89 | 869 | -24.98 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 22,923 | -0.37 | 2,091 | -19.71 | ||||
| 2025-08-26 | NP | PINK - 简化医疗保健 ETF | 2,026 | -10.12 | 185 | -27.84 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 10,886 | -0.34 | 993 | -19.74 | ||||
| 2025-05-05 | 13F | 铸造合作伙伴有限责任公司 | 5,154 | -5.54 | 583 | 1.22 | ||||
| 2025-07-25 | 13F | 约翰逊投资顾问公司 | 46,854 | -32.61 | 4,274 | -45.70 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 45 | -25.00 | 4 | -33.33 | ||||
| 2025-05-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 43,048 | -0.40 | 3,937 | -19.69 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 11,123 | -14.11 | 1,146 | -19.12 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 47,298 | -65.18 | 4 | -73.33 | ||||
| 2025-05-28 | 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 | 1,314 | -76.59 | 149 | -75.04 | ||||
| 2025-08-13 | 13F | 第1832章 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 11,216 | -16.39 | 1,034 | -26.16 | ||||
| 2025-05-08 | 13F | 豪兰资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 33,071 | -57.70 | 3,016 | -65.91 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 21,814 | -35.21 | 2,248 | -39.04 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 300 | -17.81 | 27 | -34.15 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 10,240 | -1.92 | 934 | -21.00 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 230,881 | -0.94 | 21,059 | -20.17 | ||||
| 2025-05-15 | 13F | 量化资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 12,349 | -13.92 | 1,126 | -30.62 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 41 | -26.79 | 4 | -50.00 | ||||
| 2025-08-14 | 13F | 汉考克·惠特尼公司 | 2,434 | -28.18 | 222 | -42.04 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 74,019 | -5.34 | 6,751 | -23.72 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 645 | -25.95 | 59 | -34.44 | ||||
| 2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 33,394 | -5.86 | 3,441 | -11.38 | ||||
| 2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 8,360 | -0.01 | 763 | -19.45 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 西特投资联营公司 | 22,907 | -43.66 | 2 | -50.00 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 32,638 | -0.71 | 2,977 | -20.00 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 4,867 | -0.73 | 444 | -20.04 | ||||
| 2025-07-30 | NP | ABCS - ALPHA BLUE CAPITAL 美国中小型股动态 ETF | 876 | -2.67 | 81 | -13.98 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 99 | -30.77 | 9 | -43.75 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 440,343 | -10.01 | 40,164 | -27.48 | ||||
| 2025-08-11 | 13F | GW&K 投资管理有限公司 | 96 | -10.28 | 0 | |||||
| 2025-08-08 | 13F | 尼克松皮博迪信托公司 | 3,250 | -20.34 | 296 | -35.79 | ||||
| 2025-04-15 | 13F | 阿特伍德和帕尔默公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 2,848 | -2.40 | 260 | -21.52 | ||||
| 2025-05-15 | 13F | 贝叶斯资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | NP | RXL - ProShares 超级医疗保健 | 2,126 | -3.84 | 196 | -15.22 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 2,488 | -12.46 | 0 | |||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 16,171 | -15.01 | 1,475 | -31.49 | ||||
| 2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 800 | -85.05 | 73 | -88.10 | ||||
| 2025-05-01 | 13F | ELCO管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 尖峰财富管理 | 88 | -99.49 | 8 | -99.59 | ||||
| 2025-08-08 | 13F | KBC 集团 | 27,906 | -2.90 | 3 | -33.33 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 26,665 | -8.06 | 2,432 | -25.90 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 5,239 | -5.31 | 478 | -23.80 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 11,883 | -8.67 | 1,225 | -14.04 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 16,454 | -11.68 | 1,501 | -28.84 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 2,185,172 | -5.05 | 199,310 | -23.48 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 280,401 | -55.18 | 25,575 | -63.88 | ||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 1,550 | -17.99 | 141 | -33.80 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 468 | -8.95 | 43 | -27.59 | ||||
| 2025-06-27 | NP | FIRST EAGLE FUNDS - First Eagle 美国中型股机会基金 A 类 | 4,136 | -6.76 | 426 | -12.16 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 1,941 | -43.74 | 200 | -46.95 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 986 | -4.55 | 90 | -23.28 | ||||
| 2025-07-30 | 13F | 热情资本管理公司 | 11,715 | -0.20 | 1,069 | -19.58 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 928,902 | -55.37 | 84,725 | -64.03 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 130 | -13.91 | 13 | -18.75 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 32 | -98.37 | 3 | -99.10 | ||||
| 2025-07-14 | 13F/A | 风险投资远见伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | GLBL - Pacer MSCI 世界行业优势 ETF | 5 | -16.67 | 1 | |||||
| 2025-08-06 | 13F | 爱格夫管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 3,639 | -8.50 | 332 | -26.44 | ||||
| 2025-06-25 | NP | WWMCX - WESTWOOD 优质中型基金机构股 | 227 | -18.64 | 23 | -23.33 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 998 | -2.73 | 91 | -21.55 | ||||
| 2025-06-25 | NP | FXH - 第一信托医疗保健 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 143,641 | -15.74 | 14,802 | -20.68 | ||||
| 2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 13,435 | -0.01 | 1,225 | -19.41 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 4,490 | -1.75 | 410 | -20.89 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 量化投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型价值投资组合 1 级 | 13,915 | -11.14 | 1,269 | -28.39 | ||||
| 2025-07-23 | 13F | 科恩资本管理公司 | 31,359 | -7.38 | 2,860 | -25.37 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | BTMFX - 波士顿信托中型股基金 | 32,330 | -3.72 | 2,949 | -22.42 | ||||
| 2025-08-14 | 13F | 安盛公司 | 35,632 | -50.91 | 3,250 | -60.45 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 1,195 | -18.49 | 123 | -23.12 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 安盟资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 7,778 | -0.32 | 709 | -19.71 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 1,024 | -50.96 | 94 | -56.68 | ||||
| 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 | 45,471 | -0.35 | 4,147 | -19.69 | ||||
| 2025-08-13 | 13F | 新斯科舍银行 | 20,685 | -81.16 | 1,887 | -84.82 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 5,068 | -19.26 | 462 | -34.93 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 9,184 | -2.49 | 838 | -21.48 | ||||
| 2025-07-31 | 13F | 李丹纳巴斯公司 | 2,461 | -6.46 | 224 | -24.58 | ||||
| 2025-07-29 | 13F | 路边石金融管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 安佳投资管理有限公司 | 7,149 | -28.32 | 652 | -42.20 | ||||
| 2025-07-25 | NP | ILVFX - 哥伦比亚综合大盘价值基金机构类别 | 1,654 | -11.69 | 152 | -22.05 | ||||
| 2025-05-14 | 13F | 柏瑞投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | MFUT-Cambria Chesapeake Pure Trend ETF | Short | -1,445 | -6.53 | -132 | -24.71 | |||
| 2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 4,702 | -48.84 | 429 | -58.85 | ||||
| 2025-08-07 | 13F | 阿塔拉金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 170,068 | -81.00 | 15,512 | -84.69 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - Catholic Values Index 基金类别 | 77 | -8.33 | 7 | -22.22 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 8,149 | -42.16 | 743 | -53.39 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 4,537 | -35.64 | 414 | -48.18 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 22,733 | -2.02 | 2,073 | -21.03 | ||||
| 2025-08-14 | 13F | 法国巴黎银行 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | TFC财务管理 | 671 | -0.89 | 61 | -19.74 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 373,505 | -14.30 | 34,052 | -30.87 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 574 | -15.21 | 52 | -31.58 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 42,391 | -41.84 | 4,798 | -37.69 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 16,489 | -3.21 | 1,504 | -14.11 | ||||
| 2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 17,979 | -0.66 | 1,657 | -12.24 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 1,694 | -9.80 | 155 | -27.36 | ||||
| 2025-07-30 | 13F | 伯恩佐特资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Edgestream 合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 4,680 | -2.90 | 427 | -21.83 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 6,612 | -11.02 | 609 | -21.42 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,575 | -11.76 | 144 | -23.94 | ||||
| 2025-05-23 | NP | Guardian 可变产品信托 - Guardian 中盘相对价值 VIP 基金 | 12,375 | -29.90 | 1,401 | -24.89 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 636,657 | -38.65 | 59,527 | -49.08 | ||||
| 2025-08-14 | 13F | 桑德勒资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 23,169 | -0.29 | 2,113 | -19.63 | ||||
| 2025-05-29 | NP | CUSUX - 六环美国无约束股票基金 | 2,442 | -86.41 | 276 | -85.46 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 3,956 | -5.00 | 361 | -23.57 | ||||
| 2025-04-22 | 13F | 注册财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪大型公司价值基金标准 II 类 | 39,227 | -6.02 | 3,578 | -24.28 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 4,135 | -0.58 | 0 | |||||
| 2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 3,648 | -3.70 | 333 | -22.43 | ||||
| 2025-08-05 | 13F | 新方资本有限责任公司 | 37 | -66.36 | 3 | -75.00 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 50,412 | -2.46 | 4,598 | -21.39 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 7,053 | -4.39 | 645 | -22.97 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 786,735 | -26.60 | 81,073 | -30.91 | ||||
| 2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 2,482 | -13.64 | 226 | -30.46 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 296,324 | -5.93 | 27,028 | -24.19 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 2 | -86.67 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 2,296 | -19.10 | 209 | -34.89 | ||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 3,154 | -23.80 | 288 | -38.68 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 154 | -6.10 | 16 | -11.76 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 100 | -16.67 | 9 | -30.77 | ||||
| 2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 78,000 | -2.50 | 7 | -22.22 | ||||
| 2025-05-13 | 13F | 斯托克斯家族办公室有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 11 | -68.57 | 1 | -66.67 | ||||
| 2025-07-25 | NP | CBLAX - 哥伦比亚平衡基金 A 类 | 498,847 | -19.45 | 45,979 | -28.83 | ||||
| 2025-07-18 | 13F | 联合银行 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 信托信托公司 | 6,724 | -3.92 | 613 | -22.60 | ||||
| 2025-07-29 | NP | 古根海姆战略机会基金 | 153 | -4.38 | 14 | -12.50 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | CURE - Direxion Daily Healthcare 牛市 3 倍股票 | 3,395 | -35.91 | 350 | -39.72 | ||||
| 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 | 87,957 | -1.35 | 8,023 | -20.50 | ||||
| 2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | Short | -6,301 | -8.75 | -581 | -19.44 | |||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 22,641 | -58.57 | 2,065 | -66.61 | ||||
| 2025-07-23 | 13F | 查特信托公司 | 3,575 | -6.80 | 326 | -24.88 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 123,618 | -47.98 | 11,274 | -57.73 | ||||
| 2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 38,896 | -27.38 | 4,008 | -31.64 | ||||
| 2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 3,000 | -4.70 | 309 | -10.17 | ||||
| 2025-04-17 | 13F | 长滩农商信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 西格玛规划公司 | 2,612 | -54.16 | 238 | -63.04 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | 基贝克阿尔法，LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 42,452 | -0.76 | 3,872 | -20.02 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 110 | -40.54 | 10 | -50.00 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 15,090 | -0.32 | 1,376 | -19.67 | ||||
| 2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 8,662 | -26.22 | 893 | -30.58 | ||||
| 2025-07-28 | NP | FLV - 美国世纪专注大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 66,994 | -14.37 | 6,175 | -24.35 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 1,115 | -0.27 | 126 | 6.78 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 564 | -7.08 | 51 | -25.00 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 3 | -94.12 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | 博尔特伍德资本管理公司 | 3,687 | -2.92 | 336 | -21.68 | ||||
| 2025-07-29 | 13F | 第一银行公司 /ME/ | 2,200 | -3.30 | 201 | -22.18 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 913 | -3.49 | 83 | -22.43 | ||||
| 2025-05-14 | 13F | 直径资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-20 | NP | HWLIX - Hotchkis & Wiley 大盘价值基金 I 类 | 33,500 | -4.29 | 3,056 | -22.87 | ||||
| 2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 3,790 | -15.51 | 391 | -20.57 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 18,493 | -0.59 | 1,687 | -19.90 | ||||
| 2025-08-27 | NP | MFADX - Cromwell Marketfield L/S 基金投资者类别 | Short | -1,902 | -173 | |||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 248 | -8.82 | 23 | -26.67 | ||||
| 2025-08-29 | NP | JMIVX - Janus Henderson 中盘价值基金 L 级 | 86,426 | -54.74 | 7,883 | -63.53 | ||||
| 2025-05-09 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 马特森金融服务有限公司 | 19,036 | -3.06 | 1,736 | -21.87 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 美国信安证券公司 | 1,987 | -6.84 | 181 | -19.56 | ||||
| 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 | 87,278 | -3.94 | 8,994 | -9.59 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 3,774 | -1.31 | 344 | -20.37 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 2,527 | -7.13 | 230 | -25.08 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 12,172 | -1.66 | 1,122 | -13.17 | ||||
| 2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 2,320 | -0.98 | 212 | -20.38 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 8,435 | -1.01 | 869 | -6.76 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 40,826 | -28.11 | 4,207 | -32.33 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 415,239 | -13.58 | 37,874 | -30.35 | ||||
| 2025-05-16 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 8,972 | -13.63 | 827 | -23.73 | ||||
| 2025-07-02 | 13F | 挪威储蓄银行 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 3,845 | -7.73 | 375 | -7.41 | ||||
| 2025-08-14 | 13F | 夏皮罗资本管理有限公司 | 749,888 | -12.58 | 68,397 | -29.55 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 2,542 | -15.07 | 232 | -31.66 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 1,024 | -21.29 | 93 | -36.73 | ||||
| 2025-07-16 | 13F | Highline Wealth Partners有限责任公司 | 4,635 | -0.13 | 423 | -19.62 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 85,408 | -1.67 | 7,790 | -20.75 | ||||
| 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 | 131,996 | -1.73 | 12,039 | -20.81 | ||||
| 2025-08-06 | 13F | 圆石顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 7,434 | -74.09 | 678 | -79.12 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 6,096 | -8.88 | 556 | -26.55 | ||||
| 2025-05-14 | 13F | 资本基金管理公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 102 | -1.92 | 9 | -18.18 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 12,896 | -82.31 | 1,460 | -81.06 | ||||
| 2025-04-22 | 13F | 希维克全球医疗保健有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 财富管理资本管理有限公司 | 5 | -16.67 | 0 | |||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 84,518 | -2.85 | 7,709 | -21.71 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 261 | -1.14 | 24 | -11.11 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 120,684 | -0.49 | 11,008 | -19.81 | ||||
| 2025-05-19 | 13F | SageView 咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 16,284 | -2.40 | 1,501 | -13.79 | ||||
| 2025-07-28 | NP | VSRDX - 美国社会责任基金 | 482 | -6.59 | 44 | -16.98 | ||||
| 2025-08-12 | 13F | 比顿管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 105 | -28.57 | 10 | -43.75 | ||||
| 2025-08-14 | 13F | 布斯贝基金管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 7,109 | -1.76 | 648 | -20.78 | ||||
| 2025-08-06 | 13F | 卡内基湖顾问有限公司 | 3,972 | -31.47 | 0 | |||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 18,400 | -4.14 | 1,696 | -15.33 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 2,321 | -7.82 | 212 | -25.70 | ||||
| 2025-05-27 | NP | Brighthouse Funds Trust I - Wells Capital Management 中型价值投资组合 A 类 | 34,967 | -28.52 | 3,958 | -23.42 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 16,318 | -8.31 | 1,488 | -26.12 | ||||
| 2025-08-13 | 13F | 西奥资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | GoalVest咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | Short | -40 | 90.48 | -4 | 50.00 | |||
| 2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 819 | -46.08 | 75 | -52.53 | ||||
| 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 | 315 | -10.51 | 34 | -8.11 | ||||
| 2025-07-25 | NP | LCCAX - 哥伦比亚逆向核心基金 A 类 | 1,245,583 | -18.16 | 114,805 | -27.69 | ||||
| 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 | 155 | -5.49 | 14 | -22.22 | ||||
| 2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 8,651 | -2.72 | 789 | -21.57 | ||||
| 2025-08-13 | 13F | Transce3nd有限责任公司 | 2 | -95.24 | 0 | -100.00 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 523,797 | -7.16 | 48 | -25.40 | ||||
| 2025-08-04 | 13F | BLB&B 顾问有限公司 | 4,375 | -2.23 | 399 | -21.15 | ||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 5,484 | -1.79 | 500 | -20.76 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 12,225 | -2.28 | 1,115 | -21.20 | ||||
| 2025-08-29 | NP | JAMVX - Janus Henderson 中型价值投资组合服务股票 | 5,145 | -55.86 | 469 | -64.44 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 2,090 | -7.52 | 215 | -12.96 | ||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 12,344 | -4.60 | 1,126 | -23.16 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 19 | -36.67 | 2 | -66.67 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 14,280 | -1.18 | 1,302 | -20.37 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 1,160 | -53.78 | 0 | |||||
| 2025-04-24 | 13F | 莱克伍德资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | CGVIX - Causeway 全球价值基金机构类别 | 9,570 | -18.65 | 873 | -34.49 | ||||
| 2025-08-13 | 13F | 法国外贸银行 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 6,429 | -50.98 | 586 | -60.51 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 880 | -96.67 | 80 | -97.32 | ||||
| 2025-03-27 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 429 | -28.26 | 47 | -26.98 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 范埃克联合公司 | 3,394,531 | -7.06 | 310 | -25.18 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 395 | -13.00 | 41 | -18.37 | ||||
| 2025-07-09 | 13F | 萨弗·弗鲁曼财富顾问公司 | 602 | -18.43 | 55 | -34.94 | ||||
| 2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 69,201 | -6.77 | 7,131 | -12.24 | ||||
| 2025-07-16 | 13F | 迈耶汉德曼公司 | 37,444 | -3.36 | 3,415 | -22.12 | ||||
| 2025-07-11 | 13F | Global X 日本株式会社 | 89 | -32.06 | 8 | -42.86 | ||||
| 2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | IHI - iShares 美国医疗器械 ETF | 1,037,318 | -5.96 | 94,614 | -24.22 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 5,660 | -8.41 | 516 | -26.18 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 13,106 | -8.45 | 1,195 | -26.23 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 605 | -20.50 | 0 | |||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 18,037 | -3.06 | 1,645 | -21.85 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 41,857 | -1.41 | 3,818 | -20.56 | ||||
| 2025-08-28 | NP | ALVIX - 大型公司价值基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 740,282 | -7.11 | 67,521 | -25.14 | ||||
| 2025-08-21 | NP | 护城河 - VanEck Vectors Morningstar Wide Moat ETF | 3,082,435 | -8.95 | 281,149 | -26.62 | ||||
| 2025-05-27 | NP | 可变保险产品基金 - 价值投资组合初始类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 1,867 | -3.76 | 170 | -22.37 | ||||
| 2025-07-29 | 13F | 约翰·G·厄尔曼联合公司 | 25,850 | -14.26 | 2,358 | -30.92 | ||||
| 2025-05-27 | NP | 可变保险产品基金 III - 价值策略投资组合初始类别 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 极地资产管理合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | INDZX - 哥伦比亚大盘价值基金 A 类 | 255,300 | -0.62 | 23,531 | -12.19 | ||||
| 2025-07-22 | NP | GINN - 高盛创新股票 ETF | 2,813 | -23.39 | 259 | -32.38 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 8,699 | -99.52 | 818 | -99.60 | ||||
| 2025-07-15 | 13F | Peddock 资本顾问有限公司 | 5,420 | -20.92 | 494 | -36.26 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-04-24 | 13F | Mfg 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 华盛顿堡投资顾问公司 /oh/ | 13,894 | -0.44 | 1,267 | -19.76 | ||||
| 2025-04-24 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | JMVNX - 中值基金类别资产净值 | 238,186 | -0.59 | 21,954 | -12.17 | ||||
| 2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 3,437 | -7.61 | 0 | |||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 5,090 | -0.59 | 464 | -19.86 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 7,640 | -35.98 | 697 | -48.44 | ||||
| 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 | 10,595 | -30.64 | 1,092 | -34.75 | ||||
| 2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 19,841 | -2.64 | 1,810 | -21.55 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 25 | -21.88 | 2 | -33.33 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 38,506 | -28.54 | 3,513 | -42.31 | ||||
| 2025-07-09 | 13F | 戈尔泽投资管理公司 | 2,213 | -8.74 | 202 | -26.64 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 4,446 | -4.02 | 406 | -22.71 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 85,690 | -8.64 | 7,816 | -26.38 | ||||
| 2025-08-15 | 13F | 查普曼金融集团有限公司 | 2,389 | -78.23 | 218 | -81.45 | ||||
| 2025-08-19 | 13F | 资产奉献有限责任公司 | 66 | -67.16 | 6 | -72.73 | ||||
| 2025-05-15 | 13F | Gts 证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 255,810 | -1.25 | 23 | -20.69 | ||||
| 2025-05-15 | 13F | 远景管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 795 | -40.23 | 73 | -48.57 | ||||
| 2025-08-14 | 13F | Meridiem资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 120,359 | -41.60 | 10,978 | -52.93 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 3,597 | -7.58 | 371 | -13.15 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 4,000 | -35.48 | 365 | -48.07 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 1,663 | -17.67 | 152 | -33.77 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 6,900 | -44.35 | 629 | -55.17 | |||
| 2025-08-05 | 13F | Tiaa 信托、全国协会 | 6,052 | -1.40 | 552 | -20.46 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 2,822 | -64.72 | 257 | -71.60 | ||||
| 2025-04-22 | 13F | 门多塔金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 121,523 | -4.47 | 11,084 | -23.01 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 3,716 | -3.88 | 343 | -15.14 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 62,039 | -1.06 | 5,659 | -20.26 | ||||
| 2025-05-14 | 13F | 殖民地信托顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 40,384 | -24.92 | 4 | -50.00 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 6,800 | -76.13 | 620 | -80.77 | ||||
| 2025-06-24 | NP | SWHFX - 施瓦布医疗保健基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,761 | -71.95 | 1,418 | -74.04 | ||||
| 2025-08-25 | NP | 税收管理增长投资组合 - 税收管理增长投资组合 | 76,827 | -0.30 | 7,007 | -19.65 | ||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 基石财富集团有限责任公司 | 3,117 | -2.32 | 284 | -21.33 | ||||
| 2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 5,307 | -0.90 | 547 | -6.83 | ||||
| 2025-08-08 | 13F | 洛克菲勒资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 100 | -8.26 | 9 | -25.00 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 27,720 | -8.16 | 2,528 | -25.97 | ||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 3,265 | -0.88 | 298 | -20.16 | ||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 2,350 | -16.96 | 214 | -33.12 | ||||
| 2025-08-11 | 13F | 布里杰管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 红龟有限责任公司 | 95 | -39.10 | 9 | -52.94 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 69,300 | -50.61 | 6,321 | -60.20 | |||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 34,700 | -15.37 | 3,165 | -31.81 | |||
| 2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,782 | -56.30 | 801 | -64.78 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 8,553 | -2.77 | 780 | -21.61 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 43,386 | -0.29 | 3,957 | -19.64 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 7 | -86.00 | 1 | -100.00 | ||||
| 2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 4,882 | -8.15 | 445 | -18.94 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 梯度投资有限责任公司 | 185,733 | -1.15 | 16,941 | -20.34 | ||||
| 2025-08-06 | 13F | 哥伦比亚河金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 田纳西州财政部 | 40,446 | -54.07 | 3,689 | -62.98 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 1,234,715 | -10.36 | 112,618 | -27.76 | ||||
| 2025-08-12 | 13F | 新世界顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAGWX - 中等价值信托资产净值 | 108,295 | -2.29 | 9,878 | -21.26 | ||||
| 2025-08-29 | NP | MAVF-Matrix Advisors价值ETF | 11,160 | -47.26 | 1,018 | -57.52 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 24,261 | -71.98 | 2,213 | -77.43 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 18,406 | -2.72 | 2 | -50.00 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 2,493 | -4.45 | 227 | -23.05 | ||||
| 2025-05-15 | 13F | 桥前资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 博钦信托公司 | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | 摩根大通公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 83,139 | -0.49 | 7,583 | -19.80 | ||||
| 2025-08-08 | 13F | 十字马克全球控股公司 | 12,062 | -6.18 | 1,100 | -24.40 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 51 | -49.00 | 5 | -63.64 | ||||
| 2025-08-14 | 13F | LMR 合伙人律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 6,832 | -2.84 | 623 | -21.64 | ||||
| 2025-05-12 | 13F | 摩根大通公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 42 | -2.33 | 4 | -25.00 | ||||
| 2025-08-14 | 13F | 阿里尔投资有限公司 | 253,190 | -15.58 | 23,093 | -31.97 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 9,269 | -6.52 | 845 | -24.69 | ||||
| 2025-05-19 | 13F/A | 优化财务公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 348 | -12.78 | 32 | -31.11 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 118 | -28.92 | 11 | -44.44 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 3,859 | -2.48 | 0 | |||||
| 2025-05-15 | 13F | 霍尔·劳里·J 受托人 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 4,541 | -5.32 | 414 | -23.62 |
