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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-19 | 13F | 霍希默财富管理有限公司 | 32,672 | -3.65 | 4,602 | 16.33 | ||||
2025-08-14 | 13F | 原资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | NP | 税务 - Cambria Tax Aware ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 3,470,112 | -8.50 | 488,800 | 10.48 | ||||
2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 1,871 | -5.07 | 264 | 14.85 | ||||
2025-05-15 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 达美累积有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 391,800 | -4.53 | 55,189 | 15.26 | |||
2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 317,245 | -1.63 | 45 | 18.92 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 50,062 | -58.29 | 7,052 | -49.65 | ||||
2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 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 | 1,391,038 | -0.64 | 178,095 | -4.43 | ||||
2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 11,313 | -0.27 | 1,594 | 20.41 | ||||
2025-05-15 | 13F | 两个西格玛证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 17,379 | -6.09 | 2,448 | 13.39 | ||||
2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 3,628 | -4.93 | 464 | -8.48 | ||||
2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 10,529 | -1.08 | 1,483 | 19.50 | ||||
2025-08-07 | 13F | 私人咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 4,647 | -13.09 | 655 | 4.98 | ||||
2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 7,539 | -74.01 | 1,067 | -68.58 | ||||
2025-07-25 | NP | SLVAX - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun A 类 | 487,320 | -4.44 | 62,392 | -8.09 | ||||
2025-08-26 | NP | TEQI - T. Rowe 价格股票收益 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 | 5,606 | -5.64 | 790 | 13.85 | ||||
2025-07-17 | 13F | 海岸线信托公司 | 16,661 | -1.09 | 2,347 | 19.39 | ||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 116,744 | -22.88 | 16,445 | -6.90 | ||||
2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 12,966 | -10.37 | 1,826 | 8.24 | ||||
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 | 4,453 | -6.92 | 627 | 12.37 | ||||
2025-05-13 | 13F | 费尔菲尔德布什公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 贷款融资 AB (publ) | 445,491 | -4.91 | 62,752 | 14.81 | ||||
2025-08-19 | 13F | 怀俄明州 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 313,576 | -5.20 | 44,170 | 14.45 | ||||
2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 57,513 | -1.99 | 6,638 | -18.27 | ||||
2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 11,831 | -7.07 | 1,366 | -22.53 | ||||
2025-08-22 | NP | PEPS——参数股票加ETF | 493 | -5.56 | 69 | 15.00 | ||||
2025-08-14 | 13F | 德美银行 | 79,181 | -0.07 | 11,153 | 20.65 | ||||
2025-05-15 | 13F | 卡玛达财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 核心另类资本 | 39,590 | -4.29 | 5,577 | 15.56 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | Call | 182,000 | -42.59 | 25,637 | -30.68 | |||
2025-08-14 | 13F | 加拿大皇家银行 | Put | 281,900 | -75.60 | 39,708 | -70.54 | |||
2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 5,031 | -1.51 | 709 | 18.99 | ||||
2025-06-06 | NP | CCOR - 核心另类 ETF | 17,650 | -9.44 | 2,037 | -24.50 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 9,341,223 | -0.50 | 1,315,805 | 20.13 | ||||
2025-06-26 | NP | MSTGX - 晨星全球收益基金 | 691 | -96.58 | 80 | -97.17 | ||||
2025-08-06 | 13F | 长期财富顾问有限责任公司 | 12,285 | -7.97 | 1,731 | 11.11 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 2,047,882 | -24.39 | 288,465 | -8.71 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 104,424 | -3.80 | 14,709 | 16.15 | ||||
2025-07-10 | 13F | 三角证券财富管理 | 8,894 | -2.25 | 1,253 | 18.00 | ||||
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 | 822,358 | -2.40 | 115,837 | 17.83 | ||||
2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 5,224 | -3.72 | 736 | 16.11 | ||||
2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 14,623,470 | -2.85 | 2,059,862 | 17.29 | ||||
2025-05-14 | 13F | 绿丰资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 国际金融公司顾问有限公司 | 16,342 | -1.94 | 2,302 | 18.36 | ||||
2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 遗产桥有限责任公司 | 8,918 | -7.66 | 1,256 | 11.55 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 1,062 | -7.57 | 150 | 11.19 | ||||
2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 66,936 | -2.22 | 9,428 | 18.06 | ||||
2025-07-24 | NP | FAVAX - 富达顾问股票价值基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | JCAVX - 资本增值价值基金类别资产净值 | 35,831 | -18.19 | 4,587 | 7.05 | ||||
2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 616,575 | -0.26 | 86,851 | 20.41 | ||||
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 | 1,090,920 | -7.33 | 153,667 | 11.88 | ||||
2025-08-12 | 13F | 克利尔街市场有限责任公司 | 2,031 | -34.48 | 286 | -20.78 | ||||
2025-04-24 | 13F | 德克尔退休计划公司 | 0 | -100.00 | 0 | |||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 344 | -35.58 | 40 | -40.30 | ||||
2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 4,013 | -11.00 | 514 | -14.50 | ||||
2025-08-12 | 13F | 改变路径有限责任公司 | 25,366 | -0.44 | 3,573 | 20.22 | ||||
2025-06-26 | NP | 克拉夫全球股息和收益基金 | 12,428 | -33.00 | 1,434 | -44.14 | ||||
2025-08-25 | NP | 美国互助投资公司 - 综合基金类别 | 14,598 | -3.50 | 2,056 | 16.55 | ||||
2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 4,664 | -19.96 | 657 | -3.39 | ||||
2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 遗产信托公司 | 14,440 | -76.39 | 2,034 | -71.49 | ||||
2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 453,611 | -2.16 | 52,356 | -18.43 | ||||
2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 21,665 | -0.40 | 3,052 | 20.26 | ||||
2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 960 | -6.16 | 111 | -21.99 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 119,400 | -86.63 | 1 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 3,180 | -3.61 | 371 | -10.39 | ||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 739,439 | -39.50 | 104,157 | -26.96 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 5,221 | -2.23 | 735 | 17.98 | ||||
2025-05-08 | 13F | 格拉迪斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 中央银行和信托公司 | 1,709 | -24.61 | 241 | -9.09 | ||||
2025-08-05 | 13F | 亨特联合投资管理有限公司 | 18,971 | -25.53 | 3 | 0.00 | ||||
2025-05-08 | 13F | 格拉迪斯资本管理有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-05-12 | 13F | 奥尼尔全球顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 5,969 | -24.75 | 841 | -9.19 | ||||
2025-08-14 | 13F | 明治安田生命保险公司 | 8,219 | -0.71 | 1,158 | 19.90 | ||||
2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 嘉实基金管理有限公司 | 1,565 | -42.84 | 0 | |||||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 3,209 | -2.55 | 452 | 17.71 | ||||
2025-08-12 | 13F | 富腾金融集团有限公司 | 4,648 | -0.21 | 655 | 20.44 | ||||
2025-08-29 | NP | JORNX - 骏利亨德森全球精选基金 T 类 | 401,457 | -4.74 | 56,549 | 15.01 | ||||
2025-07-25 | 13F | 奥卡投资管理有限责任公司 | 4,793 | -0.13 | 675 | 20.75 | ||||
2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 875,292 | -8.62 | 123,294 | 10.33 | ||||
2025-08-06 | 13F | 穆尔斯与卡博特公司 | 4,281 | -8.25 | 603 | 10.85 | ||||
2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 59,295 | -0.97 | 7,592 | -4.74 | ||||
2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 5,809 | -2.21 | 818 | 18.04 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 206,536 | -2.06 | 29,093 | 18.25 | ||||
2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 8,938 | -10.49 | 1,259 | 8.16 | ||||
2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 53,228 | -4.00 | 7,498 | 15.91 | ||||
2025-04-02 | 13F/A | 产业联盟投资管理公司 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | 信号顾问财富有限责任公司 | 3,710 | -1.77 | 523 | 18.64 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -622 | -88 | |||||
2025-08-12 | 13F | 美国世纪公司 | 1,095,548 | -43.16 | 154,319 | -31.38 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 494,832 | -5.78 | 69,705 | 13.76 | ||||
2025-08-13 | 13F | 资本集团私人客户服务公司 | 174,626 | -2.67 | 24,598 | 17.51 | ||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 10,295 | -3.32 | 1,450 | 16.75 | ||||
2025-07-24 | NP | FPURX - 富达清教徒基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 916,432 | -46.66 | 117,331 | -48.69 | ||||
2025-08-15 | 13F | 库克森财富有限责任公司 | 865 | -4.21 | 122 | 42.35 | ||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 5,160 | -49.47 | 727 | -39.04 | ||||
2025-07-09 | 13F | 港湾资本顾问公司 | 24,871 | -0.92 | 4 | 50.00 | ||||
2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 372,902 | -50.98 | 52,527 | -40.82 | ||||
2025-08-08 | 13F | 福斯塔·阿普丰登 | 259,463 | -7.98 | 36,548 | 11.10 | ||||
2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 61,197 | -5.58 | 8,620 | 13.99 | ||||
2025-07-24 | 13F | 祖洛投资集团有限公司 | 10,780 | -1.15 | 1,519 | 19.34 | ||||
2025-04-09 | 13F | 普通养老金协会 PZU 股份公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | TruWealth 顾问有限责任公司 | 1,985 | -0.05 | 280 | 20.78 | ||||
2025-08-12 | 13F | 联合银行 | 2,757 | -10.98 | 388 | 7.48 | ||||
2025-04-21 | 13F | 弗里登塔尔金融公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 聚焦投资者有限责任公司 | 1,249,900 | -2.12 | 176,061 | 18.17 | ||||
2025-08-13 | 13F | 峰会金融有限责任公司 | 46,531 | -2.58 | 6,554 | 17.62 | ||||
2025-08-13 | 13F | CMT 资本市场交易有限公司 | 6,682 | -11.14 | 1 | |||||
2025-07-30 | 13F | 战略蓝图有限责任公司 | 6,442 | -2.22 | 907 | 18.10 | ||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 11,418 | -4.38 | 1,608 | 15.43 | ||||
2025-07-09 | 13F | 网关投资顾问有限公司 | 441,659 | -0.51 | 62,212 | 20.12 | ||||
2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 5,921 | -7.56 | 834 | 11.65 | ||||
2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 2,312 | -43.54 | 267 | -53.00 | ||||
2025-08-13 | 13F | 殖民地信托顾问公司 | 46 | -73.86 | 6 | -70.00 | ||||
2025-08-04 | 13F | Lm Kohn 公司 | 2,538 | -18.68 | 358 | -1.92 | ||||
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 | 514,896 | -0.70 | 72,528 | 19.89 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -318,342 | 483.49 | -44,842 | 604.49 | |||
2025-08-29 | NP | SRIGX - Gabelli ESG 基金公司 AAA 级 | 435 | -12.12 | 61 | 7.02 | ||||
2025-07-21 | 13F | 杰克逊财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | FBLEX - 富达系列选股大盘价值基金 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 | 388,002 | -62.04 | 44,783 | -68.35 | ||||
2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 3,561 | -10.12 | 502 | 8.44 | ||||
2025-08-14 | 13F | 索科罗资产管理有限公司 | 94,697 | -6.16 | 13,339 | 13.30 | ||||
2025-04-22 | 13F | GAM控股公司 | 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 | 5,944 | -4.70 | 837 | 15.13 | ||||
2025-08-18 | 13F | 新咨询服务有限责任公司 | 1,328 | -69.80 | 187 | -63.55 | ||||
2025-08-19 | NP | 西北互助系列基金公司 - 成长型股票投资组合 | 44,387 | -6.53 | 6,252 | 12.85 | ||||
2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 13,036 | -22.33 | 1,836 | -6.23 | ||||
2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 12,833 | -60.81 | 2 | -66.67 | ||||
2025-06-26 | NP | SPEGX - 阿尔及尔责任投资基金 A 级 | 8,711 | -10.35 | 1,005 | -25.28 | ||||
2025-06-24 | NP | SWDSX - 嘉信股息股票基金 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 | 155,000 | -6.06 | 17,890 | -21.67 | ||||
2025-07-21 | 13F | 爱国者金融集团保险代理有限责任公司 | 4,812 | -10.14 | 678 | 8.49 | ||||
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 | 42,434 | -1.11 | 5,977 | 19.40 | ||||
2025-05-15 | 13F | 桑德勒资本管理公司 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 319,061 | -4.13 | 36,826 | -20.07 | ||||
2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 4,390 | -1.68 | 507 | -18.12 | ||||
2025-05-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 890,400 | -40.66 | 125,422 | -28.36 | |||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | Call | 668,700 | -0.03 | 94,193 | 20.70 | |||
2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 9,980 | -9.11 | 1,278 | -12.59 | ||||
2025-08-22 | NP | FELG - 富达增强型大盘成长 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 519,424 | -14.10 | 73,169 | 3.72 | ||||
2025-05-08 | 13F | 梅纳德金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 89,143 | -2.79 | 11,413 | -6.50 | ||||
2025-07-22 | 13F | 沿海投资顾问公司 | 244 | -35.28 | 34 | -20.93 | ||||
2025-07-18 | 13F | 美国金融组合公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 1,072 | -17.98 | 151 | -0.66 | ||||
2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 2,413 | -4.25 | 340 | 15.70 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 0 | -100.00 | 0 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 58,645 | -3.91 | 8,261 | 16.01 | ||||
2025-07-31 | 13F | 基点资本管理公司,ULC | 2,545 | -3.16 | 358 | 16.99 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 463,321 | -0.78 | 65 | 20.37 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律价值 VIP 基金 | 8,547 | -5.26 | 1,204 | 14.35 | ||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | VLLU-Harbor AlphaEdge 大盘价值 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | ISAM 基金(英国)有限公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 1,738 | -6.91 | 245 | 12.44 | ||||
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 | 331,853 | -6.61 | 46,745 | 12.75 | ||||
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 | 90,283 | -15.71 | 11,559 | -18.93 | ||||
2025-08-13 | 13F | 第一生命保险株式会社 | 114,857 | -14.55 | 16,179 | 3.16 | ||||
2025-05-08 | 13F | 特里维斯特顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 163,426 | -25.74 | 23 | -8.00 | ||||
2025-08-12 | 13F | XTX Topco有限公司 | 15,855 | -47.19 | 2,233 | -36.24 | ||||
2025-08-26 | NP | PNEAX-Virtus NFJ 股息价值基金 A | 37,385 | -10.97 | 5,266 | 7.51 | ||||
2025-04-28 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 43,379 | -19.00 | 5,774 | 4.07 | ||||
2025-08-20 | NP | 全国可变保险信托 - American Century NVIT Multi Cap Value Fund I 类 | 22,996 | -66.45 | 3,239 | -49.33 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 26,633,092 | -0.11 | 3,736,186 | 20.50 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Call | 0 | -100.00 | 0 | ||||
2025-04-28 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 30,118 | -11.93 | 4,009 | 13.15 | ||||
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 | 382,400 | -5.02 | 53,865 | 14.68 | ||||
2025-08-12 | 13F | 泰仁资本有限公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | 德尔福管理公司 /ma/ | 11,321 | -2.67 | 2 | 0.00 | ||||
2025-08-08 | 13F | Gts 证券有限公司 | 4,393 | -60.16 | 619 | -51.94 | ||||
2025-07-15 | 13F | 财富效应有限公司 | 5,075 | -1.93 | 715 | 18.41 | ||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 786,655 | -2.96 | 110,808 | 17.16 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 11,245 | -2.45 | 1,584 | 17.78 | ||||
2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 288,064 | -0.26 | 40,577 | 20.42 | ||||
2025-08-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 部门财富管理有限责任公司 | 3,815 | -0.26 | 537 | 20.40 | ||||
2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 79,824 | -0.01 | 9,213 | -16.62 | ||||
2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 2,863 | -5.98 | 403 | 13.52 | ||||
2025-07-07 | 13F | 西联银行 | 158,507 | -0.37 | 22,327 | 20.29 | ||||
2025-08-14 | 13F | 霍奇基斯和威利资本管理有限公司 | 3,100 | -5.78 | 437 | 13.84 | ||||
2025-07-23 | 13F | Nbt 银行 NA /纽约 | 13,497 | -1.82 | 1,901 | 18.59 | ||||
2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 1,638 | -4.15 | 231 | 7.48 | ||||
2025-06-27 | NP | HAPI - 港湾企业文化ETF | 24,827 | -13.00 | 2,866 | -27.47 | ||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 5,292 | -14.88 | 745 | 2.76 | ||||
2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 5,898 | -5.04 | 831 | 14.64 | ||||
2025-06-24 | NP | SVAAX - 联合战略价值股息基金 A 类股票 | 688,205 | -14.67 | 79,433 | -28.86 | ||||
2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 3,826 | -37.31 | 539 | -24.33 | ||||
2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 49,800 | -8.29 | 7,015 | 10.72 | ||||
2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 9,928 | -11.92 | 1,398 | 6.39 | ||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-11 | 13F | 鲍德温投资管理有限公司 | 19,867 | -1.03 | 2,799 | 19.52 | ||||
2025-08-06 | 13F | Kcm 投资顾问有限公司 | 20,553 | -8.77 | 2,895 | 10.16 | ||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 3,564 | -1.14 | 502 | 19.52 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Call | 109,900 | -4.02 | 15,488 | 15.95 | |||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 88 | -99.54 | 12 | -99.46 | ||||
2025-03-28 | NP | AIM 股票基金(INVESCO 股票基金)- Invesco Oppenheimer Rising Dividends Fund C 类 | 243,563 | -29.20 | 33,716 | -15.69 | ||||
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 | 240,000 | -15.79 | 33,806 | 1.67 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 729,749 | -1.10 | 102,792 | 19.41 | ||||
2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 综合财富概念有限责任公司 | 27,389 | -10.91 | 3,858 | 7.56 | ||||
2025-04-30 | 13F | BCJ 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 | 92,161 | -0.15 | 12,982 | 20.55 | ||||
2025-08-08 | 13F | 美好生活顾问有限责任公司 | 7,812 | -0.48 | 1,100 | 20.22 | ||||
2025-08-14 | 13F | 蓝鳍资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 22,063 | -1.82 | 3,108 | 18.54 | ||||
2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | 39,679 | -1.46 | 5,589 | 18.97 | ||||
2025-03-27 | NP | PWS - Pacer WealthShield ETF | 725 | -14.30 | 100 | 14.94 | ||||
2025-08-12 | 13F | 卡尔顿联合公司 | 0 | -100.00 | 0 | |||||
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 | 25,165 | -2.95 | 3,545 | 17.16 | ||||
2025-07-25 | 13F | 西皮坎资本顾问公司 | 5,645 | -2.59 | 795 | 17.60 | ||||
2025-07-22 | 13F | Eads & Heald 财富管理 | 6,715 | -4.85 | 1 | |||||
2025-08-11 | 13F | YD摩尔投资有限公司 | 1,638 | -23.71 | 230 | -8.00 | ||||
2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | LDFVX - Lord Abbett 基本股票基金 A 类 | 202,915 | -28.37 | 23,420 | -40.27 | ||||
2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 896,454 | -5.66 | 126,275 | 13.90 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 39,270 | -30.69 | 5,532 | -16.32 | ||||
2025-07-23 | 13F | 马萨诸塞州财富管理 | 1,725 | -1.54 | 243 | 18.63 | ||||
2025-08-05 | 13F | 长弓金融公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 友邦保险集团有限公司 | 12,874 | -30.97 | 1,813 | -16.64 | ||||
2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 8,846,550 | -0.13 | 1,021,069 | -16.73 | ||||
2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 170,227 | -13.01 | 19,648 | -27.47 | ||||
2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 21,137 | -1.59 | 2,977 | 23.42 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 380,200 | -35.15 | 53,555 | -21.71 | |||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 1,033,100 | -26.90 | 145,522 | -11.75 | |||
2025-08-29 | NP | GCAEX - Gabelli 股票收益基金 A 类 | 3,200 | -8.57 | 451 | 10.29 | ||||
2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 13,494 | -12.34 | 1,901 | 5.79 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 40,828 | -4.19 | 5,751 | 15.69 | ||||
2025-08-12 | 13F | 马里波财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 综合量化投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 12,191 | -36.34 | 1,717 | -23.14 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 1,995,635 | -18.09 | 281,105 | -1.11 | ||||
2025-07-30 | 13F | 海湾国际银行(英国)有限公司 | 62,091 | -10.42 | 9 | 0.00 | ||||
2025-07-31 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | 2,469 | -62.35 | 0 | |||||
2025-08-13 | 13F | 布伦特维尤投资管理有限公司 | 38,463 | -1.79 | 5,418 | 18.56 | ||||
2025-07-18 | 13F | 邮政银行资产管理公司 | 66,449 | -23.34 | 9,360 | -7.45 | ||||
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 | 39,141 | -12.95 | 5,513 | 24.93 | ||||
2025-08-14 | 13F | 犹他州退休系统 | 189,258 | -0.32 | 26,659 | 20.34 | ||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 117,308 | -17.00 | 16,524 | 0.21 | ||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 4,861 | -29.33 | 685 | 5.72 | ||||
2025-07-24 | 13F | 康宁公司 | 267,502 | -7.89 | 37,680 | 11.20 | ||||
2025-08-13 | 13F | 城镇广场资本有限公司 | 18,186 | -79.52 | 2,562 | -75.28 | ||||
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 | 2,101 | -65.66 | 296 | -48.25 | ||||
2025-08-13 | 13F | 资本基金管理公司 | 384,756 | -53.74 | 54,197 | -44.15 | ||||
2025-06-27 | NP | CPLSX - Calamos Phineus 多头/空头基金 A 类 | 223,000 | -29.09 | 25,739 | -29.60 | ||||
2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 100 | -50.00 | 14 | -39.13 | ||||
2025-08-05 | 13F | 大通投资顾问公司 | 5,398 | -2.42 | 1 | |||||
2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 3,501 | -17.97 | 404 | -31.53 | ||||
2025-04-07 | 13F | 汤普金斯金融公司 | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 3,932 | -9.04 | 554 | 9.72 | ||||
2025-07-01 | 13F | 仙人掌资产管理有限公司 | 20,000 | -6.98 | 2,814 | 13.47 | ||||
2025-08-14 | 13F | 夏威夷银行 | 3,432 | -9.04 | 483 | 9.77 | ||||
2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 226,009 | -1.03 | 31,836 | 19.48 | ||||
2025-07-23 | 13F | 瓦尔马克顾问公司 | 3,728 | -9.60 | 525 | 9.15 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 37,097 | -10.98 | 5,226 | 7.49 | ||||
2025-08-15 | 13F | 豪兰资本管理有限公司 | 16,074 | -1.37 | 2,264 | 19.10 | ||||
2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 30,284 | -0.12 | 4,266 | 20.58 | ||||
2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 20,862 | -4.57 | 2,671 | -8.25 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 292,594 | -0.43 | 41,215 | 20.21 | ||||
2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 3,521 | -6.58 | 496 | 12.76 | ||||
2025-07-11 | 13F | 鲍氏建筑事务所 | 66,144 | -4.53 | 8,555 | 10.39 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -400 | -56 | |||||
2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 5,764 | -5.34 | 812 | 14.23 | ||||
2025-08-14 | 13F | 间隔合伙人有限合伙人 | Put | 26,900 | -15.67 | 3,789 | 1.83 | |||
2025-04-22 | 13F | Breakthru 咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-22 | 13F | 世界股权集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 2,915 | -8.82 | 411 | 10.22 | ||||
2025-07-28 | 13F | 道明资产管理公司 | 565,320 | -3.58 | 79,631 | 16.41 | ||||
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 | 63,566 | -0.53 | 8,954 | 20.09 | ||||
2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 39,008 | -1.01 | 4,502 | -17.47 | ||||
2025-04-10 | 13F | Myriad Asset Management 美国有限合伙人 | 0 | -100.00 | 0 | |||||
2025-03-31 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 2,831 | -48.32 | 392 | -18.03 | ||||
2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 3,073 | -26.96 | 433 | -11.84 | ||||
2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 1,996 | -47.31 | 0 | |||||
2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 307,736 | -1.10 | 35,519 | -17.54 | ||||
2025-07-10 | 13F | 值得资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
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 | 24 | -98.91 | 3 | -98.99 | ||||
2025-08-19 | 13F/A | 皮特凯恩郡 | 19,957 | -12.53 | 2,811 | 5.64 | ||||
2025-08-04 | 13F | 地平线财富管理有限公司 | 2,405 | -3.57 | 339 | 16.55 | ||||
2025-06-25 | NP | WDIAX - 威尔明顿多元化收益基金 A 类股票 | 19,025 | -1.42 | 2,196 | -17.82 | ||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 528,774 | -2.66 | 74,483 | 17.52 | ||||
2025-08-27 | NP | VEIPX - 先锋股票收益基金投资者股份 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 | 4,295,197 | -5.13 | 605,021 | 14.54 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 2,587,544 | -1.43 | 364,481 | 19.01 | ||||
2025-07-23 | 13F | 钢峰财富管理有限公司 | 24,667 | -59.64 | 3,475 | -51.28 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 35,447 | -4.08 | 4,993 | 15.82 | ||||
2025-08-26 | NP | PPI - AXS Astoria 通胀敏感 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | ORG 财富合伙人有限公司 | 753 | -9.60 | 106 | 10.42 | ||||
2025-08-14 | 13F | 两个西格玛证券有限公司 | 5,310 | -26.01 | 748 | -10.75 | ||||
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 | 39,071 | -34.41 | 5,504 | -20.82 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 4,667,050 | -33.15 | 657,401 | -19.29 | ||||
2025-07-30 | 13F | TFB 顾问有限责任公司 | 2,280 | -5.43 | 321 | 14.23 | ||||
2025-08-06 | 13F | Cornercap投资顾问公司 | 6,363 | -2.27 | 896 | 18.05 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 2,871 | -27.72 | 404 | -12.74 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 1,328 | -0.15 | 170 | -3.95 | ||||
2025-08-05 | 13F | 好事达公司 | 2,622 | -91.75 | 369 | -90.05 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | Put | 79,200 | -3.41 | 11,156 | 16.62 | |||
2025-07-28 | 13F | 安联资产管理有限公司 | Call | 50,500 | -19.07 | 7,113 | -2.29 | |||
2025-07-28 | 13F | 安联资产管理有限公司 | 1,645,224 | -23.36 | 231,746 | -7.47 | ||||
2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 1,662,599 | -9.15 | 193,975 | -15.69 | ||||
2025-07-17 | 13F | 奥克沃斯资本公司 | 2,687 | -4.92 | 378 | 14.89 | ||||
2025-08-12 | 13F | 真实与真实有限责任公司 | 8,772 | -3.21 | 1,236 | 16.84 | ||||
2025-08-11 | 13F | 卓越基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 5,743 | -0.59 | 764 | 0.53 | ||||
2025-07-23 | 13F | REAP金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 4,006 | -0.15 | 564 | 20.51 | ||||
2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 315,944 | -5.61 | 36,466 | -21.30 | ||||
2025-06-05 | NP | GEQIX - 股票收益投资组合 | 2,989 | -8.93 | 345 | -24.23 | ||||
2025-07-14 | 13F | 克莱顿金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Securian 资产管理公司 | 64,550 | -1.52 | 9,093 | 18.90 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 1,255,176 | -0.21 | 176,807 | 20.97 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 34 | -39.29 | 5 | -33.33 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 16,516 | -1.36 | 2,326 | 19.10 | ||||
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 | 46,400 | -6.98 | 5,355 | -22.45 | ||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
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 | 65,669 | -19.82 | 9,250 | 15.06 | ||||
2025-07-15 | 13F | 信诺投资公司/新 | 11,411 | -1.67 | 2 | 0.00 | ||||
2025-04-24 | 13F | Surience 私人财富有限公司 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | IYF - iShares 美国金融 ETF | 682,446 | -8.34 | 78,768 | -23.57 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 245,698 | -2.87 | 34,609 | 17.27 | ||||
2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 2,016 | -47.06 | 284 | -36.26 | ||||
2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 7,500 | -6.25 | 1,056 | 13.18 | ||||
2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 7,145 | -48.52 | 1,007 | -37.86 | ||||
2025-04-07 | 13F | 峰会全球投资 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 采石场LP | 341 | -35.90 | 48 | -22.58 | ||||
2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 40,064 | -9.66 | 5,129 | -13.10 | ||||
2025-07-14 | 13F | 财务咨询合作伙伴有限公司 | 34,865 | -3.90 | 4,911 | 16.04 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 615 | -9.16 | 87 | 10.26 | ||||
2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 181,692 | -0.37 | 26 | 19.05 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 123,922 | -30.07 | 17,456 | -15.57 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通精选中盘价值管理波动基金标准级 | 5,879 | -5.30 | 828 | 14.36 | ||||
2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 1,799 | -11.81 | 254 | 13.96 | ||||
2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 2,463 | -9.88 | 284 | -24.87 | ||||
2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 3,120 | -1.89 | 439 | 18.33 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 3,896 | -3.56 | 549 | 16.35 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 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 | 159,743 | -4.39 | 22,501 | 15.44 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 173,505 | -5.33 | 24,440 | 14.30 | ||||
2025-03-25 | NP | PEQIX - 先锋股票收益基金:A 类 | 192,417 | -2.07 | 26,636 | 16.61 | ||||
2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 66,059 | -44.10 | 9,305 | -32.50 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 750,583 | -10.64 | 105,708 | 8.03 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 738 | -31.54 | 104 | -17.60 | ||||
2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 9,864 | -22.33 | 1,389 | -6.21 | ||||
2025-05-15 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 73,039 | -45.60 | 8,430 | -54.64 | ||||
2025-07-29 | 13F | 东北投资管理公司 | 24,401 | -0.74 | 3,437 | 19.88 | ||||
2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 427 | -45.26 | 60 | -34.07 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理服务有限公司 | 180 | -93.49 | 26 | 23.81 | ||||
2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 35,168 | -1.26 | 4,059 | -17.67 | ||||
2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 1,815 | -2.94 | 256 | 16.97 | ||||
2025-08-29 | NP | CVRD - 麦迪逊备兑看涨期权 ETF | 5,000 | -41.18 | 704 | -28.96 | ||||
2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Voya 财务顾问公司 | 3,677 | -1.37 | 517 | 20.51 | ||||
2025-08-04 | 13F | 卡雷特资产管理有限公司 | 34,914 | -0.20 | 4,918 | 20.49 | ||||
2025-08-11 | 13F | LCNB公司 | 1,900 | -7.32 | 268 | 11.72 | ||||
2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 149,371 | -6.27 | 21,040 | 13.17 | ||||
2025-08-29 | NP | JADDX - 基本全盘核心信托资产净值 | 403,425 | -32.43 | 56,826 | -18.42 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 610,282 | -18.00 | 85,964 | -1.00 | ||||
2025-05-09 | 13F | 塔嘉资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 68,049 | -1.35 | 9,585 | 19.11 | ||||
2025-08-14 | 13F | 泛美金融顾问公司 | 5,293 | -4.30 | 745 | |||||
2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 2,414 | -45.24 | 340 | -33.85 | ||||
2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 4,598 | -83.81 | 589 | -84.44 | ||||
2025-08-15 | 13F | Captrust 财务顾问 | 168,430 | -0.27 | 23,725 | 20.41 | ||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 500 | -50.00 | 70 | -39.66 | |||
2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 375,427 | -15.50 | 52,883 | 2.02 | ||||
2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 160,800 | -3.77 | 22,650 | 16.18 | |||
2025-08-11 | 13F | 花旗集团 | 2,661,035 | -0.95 | 374,833 | 19.58 | ||||
2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 1,050 | -16.67 | 148 | 0.00 | ||||
2025-08-26 | NP | FVD - 第一信托价值线股息指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 281,540 | -14.28 | 39,658 | 3.49 | ||||
2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | Short | -10,688 | -12.27 | -1,506 | 5.91 | |||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 158,208 | -7.60 | 22,285 | 11.56 | ||||
2025-05-15 | 13F | BTG Pactual 资产管理美国有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | 熊山资本公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 199,600 | -4.53 | 28,116 | 15.26 | ||||
2025-08-13 | 13F | 新斯科舍银行信托公司 | 3,830 | -0.70 | 539 | 20.04 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 44,784 | -3.85 | 6,308 | 16.08 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 371,519 | -1.48 | 52,332 | 18.95 | ||||
2025-07-31 | 13F | 沙克投资有限公司/哦 | 18,048 | -4.80 | 2,542 | 14.97 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -29,153 | 53.56 | -4,106 | 85.46 | |||
2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 6,757 | -55.38 | 952 | -46.18 | ||||
2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 特鲁姆 | 13,791 | -0.52 | 1,943 | 20.10 | ||||
2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 2,665 | -0.86 | 375 | 19.81 | ||||
2025-08-14 | 13F | 完整投资管理公司 | 73,400 | -17.06 | 10,339 | 0.14 | ||||
2025-08-13 | 13F | HAP 贸易有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-10 | 13F | 人民银行/堪萨斯州 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 216 | -89.49 | 25 | -91.55 | ||||
2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 12,871 | -80.48 | 1,813 | -76.43 | ||||
2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 82,756 | -0.96 | 11,657 | 19.58 | ||||
2025-08-04 | 13F | 海滨财富公司 | 14,774 | -2.37 | 2,081 | 17.90 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 10,539 | -6.92 | 1,485 | 12.42 | ||||
2025-07-16 | 13F | 美国资产管理有限公司 | 2,226 | -71.58 | 314 | |||||
2025-08-08 | 13F | 凡士通资本管理公司 | 2,373 | -1.12 | 334 | 19.29 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 2,548 | -4.46 | 359 | 15.11 | ||||
2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 29,484 | -1.34 | 4,153 | 19.13 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 26,900 | -96.18 | 3,789 | -95.39 | |||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 937,800 | -14.30 | 132 | 3.94 | |||
2025-08-18 | 13F | Onefund有限责任公司 | 3,230 | -1.13 | 0 | -100.00 | ||||
2025-07-28 | 13F | 彭定康公司/TN | 30,636 | -13.10 | 4,315 | 4.94 | ||||
2025-08-13 | 13F | 科普利金融集团有限公司 | 4,761 | -9.57 | 671 | 9.12 | ||||
2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 2,130 | -73.80 | 300 | -68.35 | ||||
2025-08-07 | 13F | 唐纳森资本管理有限公司 | 458,190 | -0.83 | 64,541 | 19.73 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 77,205 | -36.69 | 10,875 | -23.57 | ||||
2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 623 | -7.98 | 88 | 11.54 | ||||
2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 1,719 | -1.15 | 242 | 19.80 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -106,196 | 437.59 | -14,959 | 502.42 | |||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 1,604,613 | -0.90 | 226,029 | 19.65 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 143,577 | -56.88 | 20 | -47.37 | ||||
2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 2,277 | -2.69 | 292 | -6.43 | ||||
2025-04-11 | 13F | 保障金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | TGDIX - TCW 相对价值大盘基金 I 类 | 85,576 | -7.15 | 9,877 | -22.59 | ||||
2025-06-30 | NP | GLBL - Pacer MSCI 世界行业优势 ETF | 32 | -3.03 | 4 | -25.00 | ||||
2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 3,691,762 | -0.08 | 472,656 | -3.89 | ||||
2025-08-04 | 13F | IFG 咨询有限责任公司 | 21,767 | -3.08 | 3,066 | 17.02 | ||||
2025-05-14 | 13F | PKS 咨询服务有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 积极财富管理 | 492 | -38.88 | 69 | -25.81 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 11,253 | -64.98 | 1,585 | -57.71 | ||||
2025-08-13 | 13F | Transce3nd有限责任公司 | 214 | -29.14 | 30 | -14.29 | ||||
2025-08-14 | 13F | Fieldview 资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 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 | 20,517 | -3.64 | 2,890 | 16.34 | ||||
2025-08-27 | NP | WASAX - 常春藤资产策略基金A类 | 132,438 | -1.29 | 18,655 | 19.18 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 13,140 | -53.47 | 1,851 | -43.84 | ||||
2025-07-24 | 13F | 洞察投资有限责任公司 | 17,674 | -3.83 | 2,490 | 16.09 | ||||
2025-08-14 | 13F | 第一基金会顾问 | 4,786 | -13.55 | 674 | 4.50 | ||||
2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 10,102 | -7.23 | 1,166 | -22.69 | ||||
2025-07-14 | 13F | 芝加哥信托公司 | 1,438 | -33.40 | 203 | -19.52 | ||||
2025-08-26 | NP | NOIEX - 北方收入股票基金 | 6,239 | -5.58 | 879 | 14.03 | ||||
2025-08-14 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 赛普拉斯财务规划有限公司 | 37,713 | -4.41 | 5,312 | 15.43 | ||||
2025-07-16 | 13F | 百达银行和Cie Sa银行 | 87,342 | -2.13 | 12,303 | 18.16 | ||||
2025-08-12 | 13F | 新英格兰退休计划公司 | 9,001 | -0.25 | 1,268 | 20.44 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 22,981 | -7.34 | 3,237 | 11.89 | ||||
2025-08-13 | 13F | 景顺有限公司 | 8,834,557 | -1.40 | 1,244,436 | 19.05 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 249,125 | -0.84 | 31,895 | -4.63 | ||||
2025-08-13 | 13F | 布朗资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 1,499 | -1.90 | 211 | 18.54 | ||||
2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 3,237 | -2.47 | 456 | 17.57 | ||||
2025-08-06 | 13F | 霍尔马克资本管理公司 | 198,396 | -2.00 | 27,946 | 18.32 | ||||
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 | 2,703 | -27.63 | 312 | -39.85 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 31,040 | -9.39 | 4,372 | 9.41 | ||||
2025-08-07 | 13F | 恩瓦姆有限公司 | 3,229 | -6.35 | 468 | 16.42 | ||||
2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 16,731 | -1.24 | 2,142 | -5.01 | ||||
2025-04-24 | NP | UTMAX - 目标管理配置基金 | 11,593 | -42.41 | 1,543 | -21.64 | ||||
2025-07-25 | 13F | 狮子街顾问有限责任公司 | 2,698 | -0.48 | 380 | 20.25 | ||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 162,873 | -1.67 | 22,942 | 18.72 | ||||
2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | Lord Abbett SERIES FUND INC - 基本股票投资组合 VC 级 | 19,656 | -17.26 | 2,769 | -0.11 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 2,683 | -6.39 | 378 | 13.17 | ||||
2025-08-18 | NP | 太平洋精选基金 - Main Street 核心投资组合 I 类 | 242,527 | -2.38 | 34,162 | 17.87 | ||||
2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 145,518 | -16.90 | 20,498 | 0.33 | ||||
2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 72,903 | -4.11 | 8,414 | -20.05 | ||||
2025-07-08 | 13F | 米拉博与Cie SA | 27,332 | -44.47 | 3,850 | -32.97 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 817,264 | -6.27 | 115,120 | 13.16 | ||||
2025-05-14 | 13F | ADAPT 投资管理公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-25 | NP | ABVAX - AB 价值基金 A 类 | 50,174 | -28.15 | 6,424 | -30.90 | ||||
2025-07-29 | NP | VFTNX - 先锋富时社会指数基金机构股票 | 607,906 | -0.45 | 77,830 | -4.25 | ||||
2025-05-14 | 13F | ADAPT 投资管理公司 | Put | 0 | -100.00 | 0 | ||||
2025-07-30 | 13F | 达戴维森公司 | 74,555 | -1.74 | 10,502 | 18.63 | ||||
2025-07-29 | 13F | 有志者有限公司 | 3,211 | -4.60 | 452 | 15.31 | ||||
2025-03-31 | NP | ACSTX - Invesco Comstock 基金 A 类 | 334,120 | -58.27 | 46,252 | -50.31 | ||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 22,931 | -0.84 | 3,230 | 19.72 | ||||
2025-08-14 | 13F | 亲和投资顾问有限公司 | 6,278 | -6.83 | 884 | 12.47 | ||||
2025-06-27 | NP | CVAAX - Calamos 机会主义价值基金 A 类 | 4,882 | -24.51 | 563 | -37.09 | ||||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 2,206 | -34.25 | 311 | -20.72 | ||||
2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 903 | -71.50 | 104 | -62.32 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 483 | -9.55 | 68 | 9.68 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 442,369 | -3.16 | 62,312 | 16.92 | ||||
2025-05-06 | 13F | Fpc 投资咨询有限公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 3,021 | -15.52 | 425 | 1.92 | ||||
2025-08-13 | 13F | Allium 财务顾问有限公司 | 1,666 | -3.03 | 235 | 17.00 | ||||
2025-08-13 | 13F | 德纳投资顾问公司 | 34,626 | -1.08 | 4,877 | 19.45 | ||||
2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 1,404,213 | -0.85 | 197,797 | 19.70 | ||||
2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 7,481 | -0.69 | 958 | -4.49 | ||||
2025-08-28 | NP | CHDEX - Cullen 高股息股票基金零售类 | 137,945 | -2.09 | 19,431 | 18.22 | ||||
2025-08-12 | 13F | TCTC 控股有限公司 | 21,812 | -0.23 | 3,072 | 20.47 | ||||
2025-08-07 | 13F | 霍奇斯资本管理公司 | 27,363 | -0.25 | 3,854 | 20.44 | ||||
2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 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 | 18,033 | -64.03 | 2,081 | -70.01 | ||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 26 | -7.14 | 4 | 0.00 | ||||
2025-06-23 | NP | SUSA - iShares MSCI 美国 ESG 选择 ETF | 297,433 | -6.60 | 34,330 | -22.13 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 3,072,419 | -48.89 | 433 | -38.37 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Call | 432,400 | -31.47 | 61 | -17.81 | |||
2025-08-11 | 13F | 环球保险及服务有限公司 | 1,186,683 | -1.43 | 167,156 | 19.00 | ||||
2025-08-14 | 13F | 财富保全顾问有限公司 | 3,338 | -6.60 | 470 | 12.98 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Put | 1,106,000 | -4.23 | 156 | 15.67 | |||
2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 6,363 | -2.27 | 896 | 18.05 | ||||
2025-08-11 | 13F | 独立顾问联盟 | 39,935 | -5.88 | 5,625 | 13.64 | ||||
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 | 6,313 | -2.52 | 729 | -18.75 | ||||
2025-04-30 | 13F | 索福斯投资公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | 科瓦克顾问公司 | 3,316 | -41.02 | 467 | -28.70 | ||||
2025-07-21 | 13F | 老奥罗拉第二国家银行 | 53,112 | -1.23 | 7,481 | 19.26 | ||||
2025-05-12 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 魁北克储蓄银行 | 167,560 | -55.88 | 23,603 | -46.73 | ||||
2025-08-12 | 13F | 认可财富管理有限责任公司 | 192 | -81.07 | 27 | -77.12 | ||||
2025-06-26 | NP | CAIBX - 资本收益创造者 A 级 | 7,839,864 | -7.15 | 904,877 | -22.58 | ||||
2025-08-14 | 13F | NCP 公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 493,616 | -18.22 | 69,531 | -1.26 | ||||
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 | 970 | -4.62 | 137 | 15.25 | ||||
2025-06-26 | NP | HLFNX - 轩尼诗大型金融基金投资者类别 | 7,500 | -11.76 | 866 | -26.45 | ||||
2025-08-14 | 13F | 桥前资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 大街集团有限公司 | 239 | -22.15 | 34 | -5.71 | ||||
2025-07-24 | 13F | 自由日解决方案有限责任公司 | 17,444 | -1.50 | 2,457 | 18.93 | ||||
2025-07-24 | 13F | 东方银行 | 8,640 | -0.53 | 1,217 | 20.14 | ||||
2025-07-16 | NP | CGDG - Capital Group Dividend Growers ETF 股票类别 | 218,296 | -8.00 | 27,948 | -11.51 | ||||
2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 汉密尔顿资本有限责任公司 | 6,385 | -0.03 | 899 | 20.67 | ||||
2025-08-14 | 13F | 贝克尔资本管理公司 | 56,748 | -2.32 | 7,994 | 17.93 | ||||
2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 3,785 | -2.10 | 1 | |||||
2025-08-08 | 13F | 三菱日联信托银行 | 497,229 | -5.59 | 70,040 | 13.99 | ||||
2025-05-07 | 13F | 财富集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 奇尔顿投资有限公司 | 212,113 | -18.53 | 29,878 | -1.64 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 11,660 | -1.09 | 1,642 | 19.42 | ||||
2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 5,063 | -25.66 | 713 | -10.20 | ||||
2025-05-15 | 13F | 韦斯资产管理有限公司 | 3,582 | -98.53 | 418 | -98.64 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 17,527 | -2.18 | 2,469 | 18.09 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -164 | -23 | |||||
2025-07-22 | 13F | 伯杰金融集团公司 | 5,967 | -2.24 | 840 | 17.98 | ||||
2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 78 | -58.95 | 11 | -54.55 | ||||
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 | 1,965 | -7.22 | 272 | 10.57 | ||||
2025-08-12 | 13F | BlueStem Wealth Partners 有限责任公司 | 1,991 | -17.52 | 281 | -0.36 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,917 | -6.41 | 1,679 | 13.00 | ||||
2025-08-26 | NP | ITRAX - VY(R) T. Rowe 价格资本增值投资组合类别 ADV | 78,436 | -83.10 | 11,048 | -74.72 | ||||
2025-07-17 | 13F | 预备退休研究所有限责任公司 | 1,997 | -18.16 | 281 | -1.06 | ||||
2025-08-12 | 13F | 伊芙琳合伙资产管理有限公司 | 653 | -98.58 | 92 | 19.74 | ||||
2025-05-14 | 13F | 一河资产管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-06-26 | NP | DFQTX - 美国核心股票 2 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 | 734,478 | -0.76 | 84,773 | -17.26 | ||||
2025-05-14 | 13F | 一河资产管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 217,039 | -11.69 | 30,626 | 7.81 | ||||
2025-08-19 | 13F | 安佳投资管理有限公司 | 5,062 | -15.79 | 713 | 1.71 | ||||
2025-08-12 | 13F | 瓦德尔联合有限公司 | 2,781 | -10.78 | 392 | 7.71 | ||||
2025-07-21 | 13F | J2资本管理公司 | 2,028 | -50.79 | 286 | -40.62 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 5,493,015 | -16.50 | 773,746 | 0.81 | ||||
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 | 16,397 | -19.45 | 2,310 | -2.74 | ||||
2025-07-14 | 13F | 查平戴维斯公司 | 5,140 | -7.07 | 724 | 12.09 | ||||
2025-08-15 | 13F | 布朗财务顾问 | 17,062 | -6.43 | 2,403 | 12.98 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 12,164 | -9.10 | 1,713 | 9.74 | ||||
2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 3,105 | -21.35 | 358 | -34.43 | ||||
2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 2,561,002 | -4.17 | 360,743 | 15.70 | ||||
2025-08-28 | NP | TLCHX - 社会选择股票基金 | 7,622 | -1.22 | 1,074 | 19.22 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -690 | -97 | |||||
2025-06-25 | NP | 安联股票及可转换收益基金 | 22,345 | -33.13 | 2,579 | -44.24 | ||||
2025-08-08 | 13F | 十字马克全球控股公司 | 195,849 | -15.35 | 27,587 | 2.20 | ||||
2025-08-14 | 13F | Ssi投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 7,460 | -1.62 | 1,051 | 18.78 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 35,459 | -3.92 | 4,995 | 16.00 | ||||
2025-06-24 | NP | QDF - FlexShares 优质股息指数基金 | 133,120 | -0.87 | 15,365 | -17.35 | ||||
2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 6,119 | -1.26 | 862 | 19.09 | ||||
2025-08-08 | 13F | 资本投资顾问公司 | 18,851 | -1.34 | 2,655 | 19.11 | ||||
2025-06-25 | NP | AllianzGI 人工智能与技术机会基金 | 55,780 | -25.71 | 6,438 | -38.05 | ||||
2025-06-23 | NP | CMNWX - 本金资本增值基金(fka西海岸股票基金)A级 | 222,557 | -45.12 | 25,688 | -54.25 | ||||
2025-08-12 | 13F | 金融倡导者投资管理 | 2,992 | -46.06 | 421 | -34.93 | ||||
2025-07-08 | 13F | 北极星咨询集团有限责任公司 | 2,668 | -29.81 | 376 | -15.35 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 73,632 | -41.93 | 10,372 | -29.90 | ||||
2025-08-14 | 13F | 双山资本有限责任公司 | 3,657 | -52.91 | 515 | -43.16 | ||||
2025-08-14 | 13F | 量化投资管理有限责任公司 | 8,074 | -60.88 | 1 | -50.00 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:A2 系列 | 1,113 | -8.32 | 157 | 10.64 | ||||
2025-06-27 | NP | TBG - TBG 股息焦点 ETF | 19,166 | -8.17 | 2,212 | -23.43 | ||||
2025-07-18 | 13F | 马里诺斯特拉姆联合有限公司 | 3,657 | -3.48 | 515 | 16.52 | ||||
2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 1,801 | -1.80 | 254 | 18.22 | ||||
2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 231,700 | -0.77 | 33 | 18.52 | ||||
2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 76,931 | -14.68 | 8,879 | -28.87 | ||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 24,889 | -1.78 | 3,506 | 18.57 | ||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 1,732 | -7.82 | 200 | -23.46 | ||||
2025-04-23 | NP | GAGVX - 高盛蓝筹基金A级 | 6,747 | -6.59 | 898 | -5.47 | ||||
2025-08-01 | 13F | 贝西默集团公司 | 1,409,071 | -4.12 | 198 | 15.79 | ||||
2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 46,923 | -3.92 | 5,416 | -19.90 | ||||
2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 平衡 II 级 | 14,573 | -1.31 | 2,053 | 19.16 | ||||
2025-08-07 | 13F | 阿米卡互助保险公司 | 38,295 | -10.58 | 5 | 25.00 | ||||
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 | 1,837,056 | -13.96 | 258,768 | 3.87 | ||||
2025-07-21 | 13F | 三合财富合伙有限公司 | 6,679 | -0.74 | 941 | 19.75 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 275,471 | -2.03 | 38,819 | 18.16 | ||||
2025-08-07 | 13F | 阿米卡退休医疗信托基金 | 3,345 | -13.12 | 0 | |||||
2025-07-25 | NP | INDZX - 哥伦比亚大盘价值基金 A 类 | 263,200 | -0.64 | 33,697 | -4.43 | ||||
2025-07-28 | NP | UYG - ProShares Ultra 金融 | 105,849 | -3.40 | 13,552 | -7.08 | ||||
2025-08-12 | 13F | 支点资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-30 | 13F | 工作室投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | SFY - SoFi Select 500 ETF | 10,318 | -21.95 | 1,321 | -24.90 | ||||
2025-06-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 534,143 | -0.84 | 61,651 | -17.32 | ||||
2025-07-24 | NP | LAMAX - Lord Abbett 校准股息增长基金 A 类 | 674,513 | -19.60 | 86,358 | -22.67 | ||||
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 | 25,718 | -5.05 | 3,623 | 14.62 | ||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 138,729 | -0.90 | 19,541 | 19.65 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 1,500 | -48.28 | 211 | -37.57 | |||
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 | 51,816 | -12.00 | 7,299 | 6.25 | ||||
2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 4,358,292 | -9.88 | 503,034 | -24.86 | ||||
2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 1,479 | -27.96 | 208 | -12.97 | ||||
2025-04-29 | 13F | 萨顿广场投资者有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 迈文证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-02 | 13F | 霍华德金融服务有限公司 | 2,853 | -8.70 | 402 | 10.16 | ||||
2025-07-24 | 13F | 莫顿·布朗家族财富有限责任公司 | 135 | -12.90 | 19 | 5.56 | ||||
2025-07-25 | NP | USBLX - 增长和税收策略基金 | 14,862 | -0.05 | 1,903 | -3.89 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 52,191 | -2.13 | 7,352 | 18.16 | ||||
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 | 3,072 | -1.29 | 355 | -17.67 | ||||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
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 | 37,573 | -6.87 | 5,293 | 12.45 | ||||
2025-08-05 | 13F | 埃莱维斯特公司 | 3,243 | -29.16 | 457 | -14.61 | ||||
2025-05-07 | 13F | 频谱财富顾问有限责任公司 | 60,420 | -1.08 | 7,049 | -8.19 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 2,234 | -4.77 | 315 | 15.02 | ||||
2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 67,364 | -5.69 | 9,489 | 13.86 | ||||
2025-08-04 | 13F | BLB&B 顾问有限公司 | 2,565 | -9.46 | 361 | 9.39 | ||||
2025-08-06 | 13F | 云资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 638,958 | -3.83 | 90,004 | 16.11 | ||||
2025-04-16 | 13F | 唐纳德·L·哈根有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | SAMM - Strategas 宏观动量 ETF | 4,145 | -28.56 | 584 | -13.76 | ||||
2025-08-13 | 13F | 福拉资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 2,567 | -0.27 | 362 | 20.33 | ||||
2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 56,224 | -9.20 | 7,920 | 9.62 | ||||
2025-04-24 | NP | BRUDX - MFS 混合研究价值股票基金 A | 4,642 | -1.36 | 618 | -0.32 | ||||
2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 8,209 | -12.29 | 1,156 | 5.96 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 19,124,172 | -0.94 | 2,693,831 | 19.60 | ||||
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 | 4,983 | -8.10 | 702 | 10.92 | ||||
2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 2,435 | -9.18 | 344 | 18.69 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 1,855,318 | -0.35 | 261,340 | 20.31 | ||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 总回报系列初始类别 | 100,652 | -1.17 | 14,178 | 19.31 | ||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 1,970,570 | -10.62 | 277,575 | 7.91 | ||||
2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 858 | -46.64 | 121 | -35.83 | ||||
2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 7,571,574 | -0.74 | 1,066,532 | 19.84 | ||||
2025-08-28 | NP | Lord Abbett SERIES FUND INC - 校准股息增长投资组合 VC 级 | 31,001 | -3.15 | 4,367 | 16.93 | ||||
2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 16,561 | -4.56 | 2,333 | 15.22 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 919 | -1.71 | 129 | 18.35 | ||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 34,678 | -12.71 | 4,885 | 5.37 | ||||
2025-06-25 | NP | CLSUX - ClearBridge 可持续发展领袖基金 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 | 16,490 | -21.66 | 1,903 | -34.67 | ||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 13,755 | -1.06 | 1,761 | -4.81 | ||||
2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 49,570 | -0.81 | 6,982 | 19.76 | ||||
2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 2,632 | -0.53 | 371 | 20.13 | ||||
2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 6,025 | -3.83 | 771 | -7.44 | ||||
2025-08-14 | 13F | 基础设施资本顾问有限公司 | 25,621 | -12.45 | 3,609 | 5.68 | ||||
2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 787 | -18.53 | 111 | -1.79 | ||||
2025-08-11 | 13F | 西太平洋银行 | 44,525 | -3.85 | 6,272 | 16.09 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 41,546 | -0.53 | 5,852 | 20.09 | ||||
2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 3,633 | -70.03 | 1 | |||||
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 | 70,849 | -11.53 | 9,980 | 6.81 | ||||
2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 11,415 | -3.35 | 1,608 | 16.62 | ||||
2025-04-29 | NP | BPGSX - 波士顿合作伙伴全球可持续发展基金机构级 | 566 | -12.38 | 75 | -11.76 | ||||
2025-07-16 | 13F | 真北顾问有限责任公司 | 22,371 | -8.40 | 3,151 | 10.60 | ||||
2025-08-01 | 13F | 枪证券公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 平衡投资组合初始类别 | 24,334 | -14.71 | 3,428 | 2.97 | ||||
2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 11,849 | -6.29 | 1,669 | 13.15 | ||||
2025-05-23 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 13,569 | -77.34 | 1,583 | -78.97 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 121,960 | -10.47 | 17,179 | 8.09 | ||||
2025-07-23 | 13F | 高注财富有限责任公司 | 113 | -1.74 | 16 | 15.38 | ||||
2025-08-14 | 13F | XY资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A2 系列 | 2,404 | -6.13 | 339 | 13.42 | ||||
2025-07-17 | 13F | 查塔姆资本集团有限公司 | 13,801 | -22.58 | 1,944 | -6.49 | ||||
2025-07-29 | 13F | 巴尔博亚财富合作伙伴 | 2,812 | -4.22 | 396 | 15.79 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 3,227 | -2.12 | 455 | 18.23 | ||||
2025-03-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,139 | -73.73 | 2,234 | -68.72 | ||||
2025-07-08 | 13F | E. Ohman J:或资产管理公司 | 50,168 | -6.13 | 7,067 | 13.33 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:A3 系列 | 733 | -7.45 | 103 | 11.96 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 3,400 | -45.16 | 479 | -33.89 | |||
2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 307,590 | -5.25 | 39,381 | -8.87 | ||||
2025-07-24 | NP | FCAJX - 富达气候行动基金 富达顾问气候行动基金:A 类 | 5,924 | -4.14 | 758 | -7.79 | ||||
2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 18,323 | -0.64 | 2,581 | 19.94 | ||||
2025-08-13 | 13F | 北方信托公司 | 13,703,501 | -0.75 | 1,930,275 | 19.83 | ||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 16,670 | -24.77 | 2,348 | -9.17 | ||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 7,051 | -0.55 | 993 | 20.07 | ||||
2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 887,312 | -12.36 | 102,414 | -26.93 | ||||
2025-08-11 | 13F | PFG 私人财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 贝塔财富集团有限公司 | 3,632 | -23.18 | 512 | -7.26 | ||||
2025-04-23 | 13F | 亚当斯多元化股票基金公司 | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | 超越资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 达美累积有限责任公司 | Call | 2,700 | -50.91 | 281 | -86.84 | |||
2025-07-16 | 13F | 诺维姆集团 | 2,526 | -4.50 | 356 | 15.26 | ||||
2025-07-22 | 13F | 高地资本管理有限公司 | 36,370 | -21.60 | 5,123 | -5.34 | ||||
2025-06-24 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 5,109 | -12.04 | 590 | -26.74 | ||||
2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 6,813 | -1.84 | 960 | 18.54 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 11,616 | -90.24 | 1,636 | -88.21 | ||||
2025-07-11 | 13F | 先锋资本财富顾问 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 | 12,711 | -4.15 | 1,790 | 15.71 | ||||
2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 137,427 | -1.40 | 19,358 | 19.05 | ||||
2025-08-05 | 13F | GHP 投资顾问公司 | 1,516 | -18.76 | 214 | -1.84 | ||||
2025-08-26 | NP | NQCAX - Nuveen NWQ 大盘价值基金 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 | 2,775 | -2.73 | 391 | 17.47 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 股票收益基金 (A) | 153,309 | -43.19 | 21,595 | -14.19 | ||||
2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 175,112 | -4.84 | 24,666 | 14.90 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 2,519 | -99.64 | 355 | -99.57 | ||||
2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 116,416 | -2.70 | 14,905 | -6.42 | ||||
2025-08-12 | 13F | 贝莱德公司 | 95,012,109 | -1.27 | 13,383,406 | 19.20 | ||||
2025-08-12 | 13F | 公共部门养老金投资委员会 | 254,256 | -40.98 | 35,814 | -28.75 | ||||
2025-05-08 | 13F | 霍尔资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 2,070 | -9.57 | 292 | 9.40 | ||||
2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 25,123 | -2.60 | 3,539 | 17.58 | ||||
2025-08-14 | 13F | XY资本有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 11 | -97.75 | 2 | -98.25 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP MFS 价值基金标准级 | 313,790 | -14.71 | 44,200 | 2.98 | ||||
2025-08-08 | 13F | POM 投资策略有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 联合银行 | 235,470 | -0.66 | 33 | 22.22 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通多元化平衡投资组合 1 级 | 7,513 | -12.05 | 867 | -26.65 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 2,590,500 | -0.18 | 364,898 | 20.52 | |||
2025-08-08 | 13F | eCIO公司 | 1,427 | -0.76 | 201 | 20.36 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 价值基金 (a) | 124,480 | -13.35 | 17,534 | 4.62 | ||||
2025-08-12 | 13F | 博克夫,那 | 116,045 | -20.49 | 16,346 | -4.00 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 31,364 | -0.43 | 4,418 | 20.22 | ||||
2025-08-14 | 13F | Optiver控股有限公司 | 104,456 | -70.79 | 14,714 | -64.73 | ||||
2025-07-21 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | ICAP - InfraCap 股票收益基金 ETF | 18,621 | -16.36 | 2,384 | -19.54 | ||||
2025-07-31 | 13F | 顶峰财富管理集团有限公司 | 31,927 | -0.52 | 4,497 | 20.11 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 20,823,553 | -11.50 | 2,933,206 | 6.85 | ||||
2025-07-29 | 13F | 福斯特莫特利公司 | 12,012 | -6.94 | 2 | 0.00 | ||||
2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 5,364 | -1.83 | 766 | 21.01 | ||||
2025-08-18 | 13F | 阿什福德资本管理公司 | 2,670 | -36.58 | 376 | -23.42 | ||||
2025-08-14 | 13F | KKM 金融有限责任公司 | 4,094 | -1.11 | 578 | 17.28 | ||||
2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 194,340 | -33.60 | 27,375 | -19.83 | ||||
2025-05-12 | 13F | 经验资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 6,906 | -92.84 | 973 | -91.36 | ||||
2025-07-21 | 13F | 中心星资产管理有限公司 | 2,184 | -66.68 | 308 | -59.87 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 4,198 | -3.43 | 591 | 16.57 | ||||
2025-06-30 | NP | LCEAX - 景顺多元化股息基金 A 类 | 861,411 | -30.25 | 99,424 | -41.84 | ||||
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 | 509,400 | -5.00 | 71,754 | 14.70 | ||||
2025-08-05 | 13F | Telos 资本管理公司 | 143,372 | -0.47 | 20,195 | 20.17 | ||||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 16,045 | -2.21 | 2,260 | 18.08 | ||||
2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 67,579 | -14.40 | 7,800 | -28.63 | ||||
2025-08-13 | 13F | 洛伊特霍尔德集团有限公司 | 67,646 | -1.48 | 9,529 | 18.95 | ||||
2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 386 | -90.37 | 45 | -92.06 | ||||
2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 9,376 | -0.24 | 1,321 | 20.44 | ||||
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 | 33,043 | -6.18 | 4,654 | 13.29 | ||||
2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 5,112 | -7.27 | 720 | 11.98 | ||||
2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 1,114 | -16.24 | 157 | 0.65 | ||||
2025-08-13 | 13F | 博特尔古德曼有限公司 | 500 | -50.00 | 0 | |||||
2025-08-14 | 13F | XY资本有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 5,159 | -0.48 | 727 | 2.40 | ||||
2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 1,611 | -3.36 | 227 | 16.49 | ||||
2025-05-07 | 13F/A | 对称投资有限公司 | 0 | -100.00 | 0 | |||||
2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 34,262 | -2.22 | 4,826 | 18.05 | ||||
2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 101,309 | -2.13 | 12,971 | -5.86 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州美国成长基金标准级 | 14,000 | -50.57 | 1,972 | -40.31 | ||||
2025-07-16 | 13F | 哈特福德投资管理公司 | 74,604 | -1.25 | 10,509 | 19.22 | ||||
2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 186,100 | -51.54 | 26,214 | -41.49 | |||
2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 1,545 | -1.84 | 218 | 18.58 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 21,328 | -75.65 | 3,004 | -70.60 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 33,600 | -38.01 | 4,733 | -25.16 | |||
2025-08-04 | 13F | 诚信联盟有限责任公司 | 3,029 | -21.32 | 427 | -5.12 | ||||
2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 7,640 | -2.40 | 1,076 | 17.85 | ||||
2025-08-18 | 13F/A | 野村控股公司 | 94,655 | -63.93 | 13,333 | -56.45 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Call | 59,100 | -78.89 | 8,325 | -74.52 | |||
2025-08-13 | 13F | 宪法资本有限责任公司 | 1,600 | -60.98 | 225 | -52.93 | ||||
2025-08-14 | 13F | 克利福德集团有限责任公司 | 6,002 | -1.01 | 845 | 19.52 | ||||
2025-07-25 | 13F | 优素福资本管理有限公司 | 166,900 | -1.61 | 23,510 | 18.79 | ||||
2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 2,214 | -76.95 | 256 | -80.81 | ||||
2025-08-01 | 13F | 自由财富管理有限公司 | 1,657 | -96.75 | 233 | 76.52 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A3 系列 | 463 | -6.28 | 65 | 14.04 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 5,774 | -420.78 | 739 | -409.21 | ||||
2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 90,188 | -0.86 | 12,704 | 19.69 | ||||
2025-06-26 | NP | ITHAX - 哈特福德资本增值基金 A 类 | 359,915 | -17.38 | 41,541 | -31.11 | ||||
2025-06-26 | NP | TAGRX - 基本大盘核心基金 A 类 | 1,189,852 | -25.60 | 137,333 | -37.97 | ||||
2025-06-26 | NP | IHGIX - 哈特福德股息和增长基金 A 类 | 2,485,247 | -1.45 | 286,847 | -17.83 | ||||
2025-08-08 | 13F | 财富联盟 | 5,809 | -1.96 | 818 | 18.38 | ||||
2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 8,788 | -11.49 | 1,238 | 6.82 | ||||
2025-05-14 | 13F | 箭街资本有限合伙企业 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | MML 系列投资基金 - MML 蓝筹成长基金初始级 | 13,987 | -14.73 | 1,970 | 2.98 | ||||
2025-08-14 | 13F | Point72 欧洲(伦敦)有限责任合伙 | 2,100 | -89.60 | 296 | -87.48 | ||||
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 | 16,804 | -54.25 | 2,367 | -44.76 | ||||
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 | 5,952 | -8.98 | 838 | 9.97 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 股票收益基金 (A) | 98,183 | -6.89 | 13,830 | 12.42 | ||||
2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 5,192,832 | -14.65 | 731,462 | 3.04 | ||||
2025-07-16 | 13F | 国会资产管理公司/马 | 13,557 | -6.07 | 1,910 | 13.43 | ||||
2025-08-18 | 13F/A | 野村控股公司 | Put | 165,000 | -78.08 | 23,242 | -73.53 | |||
2025-06-17 | NP | BHBFX - 麦迪逊股息收益基金 股息收益基金 Y 类 | 33,400 | -4.53 | 3,855 | -20.38 | ||||
2025-08-01 | 13F | 河水合作伙伴有限责任公司 | 2,390 | -41.45 | 337 | -29.41 | ||||
2025-06-25 | NP | GCEQX - GREEN CENTURY Equity Fund 个人投资者类别 | 31,616 | -4.71 | 3,649 | -20.54 | ||||
2025-07-10 | 13F | 穆迪国家银行信托部 | 30,624 | -1.97 | 4,314 | 18.36 | ||||
2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 13,400 | -26.78 | 1,888 | -11.62 | |||
2025-05-14 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 17,105 | -0.17 | 2,409 | 20.51 | ||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 161,094 | -1.80 | 23 | 15.79 | ||||
2025-07-24 | NP | FIDSX - 金融服务组合 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 | 189,100 | -6.34 | 24,210 | -9.91 | ||||
2025-07-23 | 13F | Evexia 财富有限公司 | 5,044 | -14.61 | 710 | 7.74 | ||||
2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 詹尼资本管理有限公司 | 113,400 | -1.24 | 16 | 15.38 | ||||
2025-06-26 | NP | GBLAX - 美国基金全球平衡基金 A 类 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 | 726,652 | -41.42 | 83,870 | -51.16 | ||||
2025-07-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | 9,380 | -23.55 | 1,201 | -26.52 | ||||
2025-06-25 | NP | IQSU - IQ Candriam ESG 美国股票 ETF | 17,414 | -1.55 | 2,010 | -17.93 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 22,160 | -23.44 | 3,121 | -7.55 | ||||
2025-08-07 | 13F | DJE 资本管理公司 | 331,071 | -23.06 | 46,651 | -4.12 | ||||
2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 皮腾格与安德森公司 | 159,347 | -0.20 | 22,446 | 20.49 | ||||
2025-07-21 | 13F | 山顶国家银行 | 25 | -90.35 | 4 | -90.62 | ||||
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 | 1,400 | -6.98 | 162 | -22.60 | ||||
2025-07-25 | NP | AUIAX - AB 股票收益基金公司 A 类 | 74,230 | -22.38 | 9,504 | -25.34 | ||||
2025-05-12 | 13F | 桑迪泉银行 | 2,598 | -3.10 | 303 | -10.09 | ||||
2025-06-24 | NP | SWTSX - 施瓦布总股票市场指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 588,575 | -0.30 | 67,933 | -16.88 | ||||
2025-08-07 | 13F | 中央信托公司 | 31,061 | -1.94 | 4,375 | 18.40 | ||||
2025-05-09 | 13F | SFMG有限公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -1,229 | -173 | |||||
2025-07-28 | 13F | 纽约州教师退休制度 | 1,065,312 | -6.93 | 150 | 12.78 | ||||
2025-08-04 | 13F | 财务规划中心有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 34,346 | -14.13 | 4,838 | 3.66 | ||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 134,001 | -4.45 | 18,875 | 15.36 | ||||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 1,870 | -43.94 | 263 | -32.39 | ||||
2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 33,750 | -2.32 | 4,754 | 17.97 | ||||
2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 1,985 | -2.93 | 280 | 17.23 | ||||
2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 47,532 | -5.39 | 6,695 | 14.23 | ||||
2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 65,200 | -1.95 | 9,184 | 18.38 | ||||
2025-05-23 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 5,956 | -1.49 | 695 | -8.68 | ||||
2025-05-15 | 13F | 人力投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 字幕管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA S&P 500 指数基金标准类别 | 272,388 | -0.29 | 38,369 | 20.38 | ||||
2025-08-14 | 13F | 摩尔资本管理有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 15,786 | -9.33 | 2,021 | -12.78 | ||||
2025-07-23 | 13F | 西步顾问公司 | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | 保尔森财富管理公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | 13F/A | 布林克资本投资有限公司 | 85,584 | -0.97 | 12,055 | 19.57 | ||||
2025-08-14 | 13F | 字幕管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 选择大盘价值基金 3 类 | 432,470 | -5.52 | 60,918 | 14.07 | ||||
2025-06-30 | NP | IAUTX - 景顺股息收益基金 A 类 | 317,108 | -50.56 | 36,601 | -58.78 | ||||
2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 14,441 | -7.17 | 2,034 | 12.13 | ||||
2025-08-14 | 13F | 克拉夫资本合伙公司 | 9,928 | -20.12 | 1 | -99.93 | ||||
2025-05-12 | 13F | 蓝图投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 204 | -44.57 | 29 | -31.71 | ||||
2025-08-13 | 13F | Sepio资本有限合伙人 | 2,339 | -5.95 | 329 | 13.45 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 蓝筹合伙人公司 | 268,859 | -3.02 | 37,871 | 17.09 | ||||
2025-08-29 | NP | JAEDX - 蓝筹增长信托资产净值 | 62,629 | -10.82 | 8,822 | 7.67 | ||||
2025-06-27 | NP | FAS - Direxion 每日金融牛市 3 倍股票 | 279,073 | -14.18 | 32,211 | -28.44 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 104,797 | -10.63 | 14,762 | 7.89 | ||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 172 | -24.56 | 20 | -28.57 | ||||
2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 414,283 | -0.78 | 58,356 | 19.79 | ||||
2025-08-05 | 13F | 机械资本公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Bouvel 投资合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 681,622 | -10.11 | 96,013 | 8.53 | ||||
2025-05-30 | NP | EHLS - 均势多空 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | 信托联盟有限责任公司 | 98,486 | -14.86 | 13,873 | 2.79 | ||||
2025-07-24 | 13F | 德国商业银行股份公司 /fi | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Aster 资本管理(DIFC)有限公司 | 15,889 | -43.44 | 2,238 | -40.14 | ||||
2025-05-14 | 13F | Eqis资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-30 | NP | NITE-夜景基金 | 9,203 | -5.00 | 1,062 | -20.75 | ||||
2025-08-08 | 13F | 赫多克公司 | 4,134 | -1.31 | 582 | 19.26 | ||||
2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 2,451 | -0.81 | 345 | 19.79 | ||||
2025-07-14 | 13F | 格里斯金融有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 顾问资源委员会 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 阿拉斯加州税务部 | 138,824 | -4.26 | 20 | 18.75 | ||||
2025-05-15 | 13F | 前奏资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-09 | 13F | 韦林尼奇资产管理有限公司 | 20,070 | -3.37 | 2,827 | 16.67 | ||||
2025-07-25 | 13F | 北美社区银行 | 11,388 | -26.09 | 1,604 | -10.74 | ||||
2025-08-29 | NP | JAFRX - 资本增值价值信托资产净值类别 | 5,653 | -78.83 | 796 | -68.34 | ||||
2025-08-11 | 13F | 布拉德利·福斯特和萨金特公司/ct | 17,061 | -0.50 | 2,403 | 20.15 | ||||
2025-05-15 | 13F | 前奏资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 1,450 | -18.59 | 204 | -1.45 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | 3,370,723 | -8.35 | 474,168 | 10.91 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Put | 38,700 | -61.14 | 5,424 | -52.76 | |||
2025-08-07 | 13F | Readystate资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-08 | 13F | 家族企业有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 294,909 | -0.18 | 41,541 | 40.18 | ||||
2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 34,580 | -43.90 | 4,427 | -46.05 | ||||
2025-08-05 | 13F | 希尔斯银行信托公司 | 6,661 | -1.86 | 938 | 18.58 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 171,344 | -39.68 | 24,109 | -27.10 | ||||
2025-07-17 | 13F | 白松投资公司 | 56,038 | -2.42 | 8 | 16.67 | ||||
2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 3,692 | -12.97 | 431 | -19.32 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | 510,993 | -87.86 | 71,978 | -85.34 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 716,200 | -17.34 | 100,884 | -0.20 | |||
2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 13,960 | -0.18 | 1,966 | 20.54 | ||||
2025-08-12 | 13F | 卡姆登国家银行 | 2,671 | -2.27 | 376 | 18.24 | ||||
2025-08-13 | 13F | 迪克森·米切尔投资顾问公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 23,675 | -15.62 | 2,733 | -29.66 | ||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 22,965 | -8.50 | 2,651 | -23.72 | ||||
2025-06-24 | NP | Putnam Funds Trust - Putnam Multi-cap 核心基金 A 类 | 43,619 | -45.93 | 5,035 | -39.53 | ||||
2025-04-22 | 13F | 协同财务管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Hartline 投资公司/ | 67,012 | -17.89 | 9,439 | -0.86 | ||||
2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 4,330 | -93.88 | 1 | -100.00 | ||||
2025-08-14 | 13F | 萨尔茨豪尔·迈克尔 | 4,131 | -2.22 | 582 | 18.09 | ||||
2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | VestGen Advisors, LLC | 11,868 | -3.33 | 1,673 | 16.83 | ||||
2025-05-02 | 13F | 波特曼广场资本有限责任合伙 | Put | 0 | -100.00 | 0 | ||||
2025-08-04 | 13F | 背风金融合作伙伴有限责任公司 | 1,975 | -2.66 | 278 | 17.80 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 720,474 | -2.00 | 101,486 | 18.32 | ||||
2025-08-26 | NP | GVEYX - 机构价值股票基金 | 51,312 | -14.56 | 7,228 | 3.15 | ||||
2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 8,011 | -0.52 | 1,128 | 20.13 | ||||
2025-05-15 | 13F | 间隔合伙人有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 13,802 | -4.83 | 1,944 | 14.96 | ||||
2025-07-31 | 13F | Topsail财富管理有限责任公司 | 3,685 | -13.42 | 519 | 4.64 | ||||
2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 59,921 | -20.55 | 8,440 | -4.08 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 74,419 | -8.11 | 10,483 | 10.94 | ||||
2025-08-13 | 13F | 托德资产管理有限公司 | 382,663 | -1.08 | 53,902 | 19.43 | ||||
2025-07-22 | NP | GSIIX - 高盛机构股票收益基金 | 49,319 | -1.32 | 6,314 | -5.08 | ||||
2025-06-26 | NP | FIDAX - 金融产业基金 A 类 | 42,035 | -26.90 | 4,852 | -39.05 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 376,600 | -52.49 | 53,048 | -42.64 | |||
2025-08-13 | 13F | 资本基金管理公司 | Put | 452,800 | -36.44 | 63,781 | -23.26 | |||
2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 8,521 | -28.43 | 1,200 | -13.54 | ||||
2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 190,581 | -17.52 | 26,845 | -0.42 | ||||
2025-07-08 | 13F | 艾伦穆尼巴恩斯投资顾问有限责任公司 | 2,200 | -10.09 | 310 | 8.42 | ||||
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 | 248,800 | -20.74 | 31,854 | -23.77 | ||||
2025-08-26 | NP | JPIVX - 摩根大通无畏价值基金 I 类 | 18,141 | -9.72 | 2,555 | 9.00 | ||||
2025-08-29 | NP | VELA 基金 - VELA 大盘 130/30 基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | 加州遗产资本集团有限公司 | 5,051 | -3.70 | 711 | 16.37 | ||||
2025-06-25 | NP | RDLAX - 哥伦比亚纪律成长基金 A 类 | 38,625 | -3.29 | 4,458 | -19.36 | ||||
2025-08-26 | NP | PNBAX - Virtus NFJ 大盘价值基金 A | 32,750 | -1.00 | 4,613 | 19.54 | ||||
2025-06-26 | NP | USISX - 收益股票基金份额 | 195,681 | -22.42 | 22,586 | -35.32 | ||||
2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 2,693 | -0.52 | 379 | 20.32 | ||||
2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 75,846 | -3.42 | 10,684 | 16.60 | ||||
2025-07-18 | 13F | 信托金融公司 | 599,415 | -0.58 | 84,434 | 20.04 | ||||
2025-07-23 | 13F | BankPlus 信托部 | 4,231 | -4.47 | 596 | 15.31 | ||||
2025-08-14 | 13F | 沙特中央银行 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 2,146 | -0.60 | 302 | 20.32 | ||||
2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 63,014 | -0.48 | 8,068 | -4.28 | ||||
2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 23,277 | -1.63 | 3,279 | 18.77 | ||||
2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 1,914 | -0.62 | 270 | 20.09 | ||||
2025-08-11 | 13F | 达美资产管理有限公司/TN | 11,052 | -0.45 | 1,557 | 20.15 | ||||
2025-08-14 | 13F | 图标财富顾问有限责任公司 | 7,279 | -1.23 | 1,025 | 19.32 | ||||
2025-08-07 | 13F/A | 工商信用 | 1,002 | -88.28 | 141 | -85.86 | ||||
2025-08-25 | NP | 美国基金保险系列 - 资本收益创造者 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 | 105,303 | -5.44 | 14,833 | 14.16 | ||||
2025-08-25 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 128,100 | -8.30 | 18,044 | 10.71 | ||||
2025-06-27 | NP | Calamos 多头/空头股票和动态收入信托 | 69,000 | -30.65 | 7,964 | -31.15 | ||||
2025-04-01 | 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 | 511,600 | -52.12 | 70,821 | -27.61 | ||||
2025-08-28 | NP | CDC - VictoryShares US EQ 收入增强波动性 Wtd ETF | 46,328 | -3.75 | 6,526 | 16.21 | ||||
2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 421,200 | -2.68 | 59 | 18.00 | ||||
2025-08-14 | 13F | 多元化财富管理有限责任公司 | 5,528 | -6.92 | 814 | 17.97 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 4,021,051 | -1.18 | 566,405 | 19.30 | ||||
2025-08-26 | NP | JVASX - 摩根大通价值优势基金 I 类 | 504,691 | -0.44 | 71,091 | 20.21 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 5,937 | -17.67 | 685 | -31.36 | ||||
2025-08-13 | 13F | 加纳资产管理公司 | 12,056 | -11.51 | 1,698 | 6.86 | ||||
2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 3,083 | -2.74 | 434 | 17.62 | ||||
2025-05-08 | 13F | 基本规划有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | 加拿大国家银行/fi/ | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-09 | 13F | 派恩斯财富管理有限公司 | 2,517 | -6.81 | 363 | 34.07 | ||||
2025-05-23 | NP | ACSI - 美国客户满意度 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 2,048 | -9.38 | 288 | 9.51 | ||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 18,109 | -6.39 | 2,551 | 13.03 | ||||
2025-07-29 | 13F | 沙漏资本有限公司 | 72,785 | -1.62 | 10,252 | 18.78 | ||||
2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类,2017 年 1 月 31 日生效(原 A 类) | 16,157 | -17.75 | 2,069 | -20.89 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 144,626 | -3.02 | 16,874 | -10.00 | ||||
2025-07-24 | 13F | 伯纳德财富管理公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | AMG 国家信托银行 | 15,452 | -4.34 | 2,177 | 15.50 | ||||
2025-08-04 | 13F | 银海岸投资有限责任公司 | 2,549 | -8.04 | 359 | 11.15 | ||||
2025-07-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 布里杰管理有限公司 | 153,693 | -18.12 | 21,649 | -1.15 | ||||
2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 20,690 | -1.90 | 2,914 | 18.46 | ||||
2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 23,466 | -1.55 | 3,305 | 18.88 | ||||
2025-07-29 | 13F | 西德尔资产管理公司 | 6,961 | -3.81 | 981 | 16.11 | ||||
2025-08-26 | NP | NOSIX - 北方股票指数基金 | 365,257 | -2.42 | 51,450 | 17.82 | ||||
2025-08-29 | NP | 加贝利股息和收入信托 | 169,860 | -8.89 | 23,926 | 10.00 | ||||
2025-08-14 | 13F | 高盛集团公司 | Call | 215,000 | -20.28 | 30,285 | -3.75 | |||
2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 601,327 | -2.54 | 76,988 | -6.26 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 2,223,850 | -1.40 | 313,252 | 19.05 | ||||
2025-05-27 | 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 | 164,895 | -84.91 | 19,238 | -86.00 | ||||
2025-08-14 | 13F | 高盛集团公司 | 15,771,472 | -4.86 | 2,221,569 | 14.86 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 1,350,320 | -3.02 | 190,206 | 17.14 | ||||
2025-08-14 | 13F | 布拉格金融顾问公司 | 2,553 | -1.54 | 360 | 18.87 | ||||
2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 3,824 | -6.14 | 539 | 13.26 | ||||
2025-08-14 | 13F | 法国巴黎银行 | 4,273 | -55.84 | 602 | -46.72 | ||||
2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 31,919 | -3.62 | 4,496 | 16.39 | ||||
2025-07-21 | 13F | 机械金融公司 | 6,481 | -16.78 | 913 | 0.44 | ||||
2025-08-25 | NP | HIADX - 哈特福德股息和增长 Hls 基金 Ia | 398,171 | -12.90 | 56,086 | 5.16 | ||||
2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 894,317 | -8.37 | 125,973 | 10.63 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Call | 697,100 | -32.17 | 98,194 | -18.10 | |||
2025-08-14 | 13F | 美国银行 /de/ | Put | 593,600 | -45.48 | 83,614 | -34.17 | |||
2025-08-14 | 13F | 美国银行 /de/ | 17,074,635 | -19.11 | 2,405,133 | -2.34 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 8,301 | -9.70 | 1,435 | 33.77 | ||||
2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 7,268 | -2.46 | 1,024 | 17.72 | ||||
2025-05-12 | 13F | 瑞穗市场开曼有限合伙人 | Put | 0 | -100.00 | 0 | ||||
2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 16,300 | -0.82 | 2,296 | 19.77 | ||||
2025-08-15 | NP | MBOVX - M 大盘价值基金 | 24,000 | -5.88 | 3,381 | 13.61 | ||||
2025-07-11 | 13F | 卢茨和格林利集团公司 | 2,201 | -0.63 | 310 | 20.16 | ||||
2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 2,135 | -91.15 | 273 | -91.50 | ||||
2025-08-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 3,354 | -12.88 | 472 | 5.12 | ||||
2025-03-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 920 | -73.74 | 127 | -68.80 | ||||
2025-05-05 | 13F | 鹰湾顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 12,981 | -7.15 | 1,829 | 12.08 | ||||
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 | 4,048,200 | -6.13 | 570,229 | 13.34 | ||||
2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 1,792 | -4.02 | 252 | 16.13 | ||||
2025-08-01 | 13F | 澳大利亚超级有限公司 | 28,480 | -37.54 | 4,012 | -24.59 | ||||
2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 8,023,833 | -0.17 | 1,130,248 | 20.55 | ||||
2025-07-02 | 13F | Lvm资本管理有限公司/mi | 195,366 | -0.92 | 28 | 17.39 | ||||
2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 7,449 | -18.43 | 860 | -32.04 | ||||
2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 1,479 | -27.96 | 208 | -12.97 | ||||
2025-07-29 | 13F | 戈德斯坦顾问有限责任公司 | 1,643 | -9.53 | 231 | 9.48 | ||||
2025-08-28 | NP | Lord Abbett SERIES FUND INC - 增长和收入投资组合 VC 级 | 50,595 | -15.23 | 7,127 | 2.34 | ||||
2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 13,676 | -1.01 | 1,578 | -17.47 | ||||
2025-08-13 | 13F | bLong Financial, LLC | 8,659 | -2.26 | 1,220 | 18.01 | ||||
2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,427 | -2.41 | 3,640 | -6.14 | ||||
2025-08-26 | NP | IAI - iShares 美国经纪交易商和证券交易所 ETF | 1,178,952 | -12.31 | 166,067 | 5.87 | ||||
2025-07-17 | 13F | 绿叶信托 | 28,715 | -8.07 | 4,045 | 10.98 | ||||
2025-05-14 | 13F | Flow Traders 美国有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 住友生命保险公司 | 20,803 | -5.86 | 2,930 | 13.65 | ||||
2025-08-26 | NP | NANC - 不寻常的鲸鱼颠覆性民主交易 ETF | 8,645 | -7.29 | 1,218 | 11.96 | ||||
2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 73,885 | -8.81 | 8,528 | -23.97 | ||||
2025-07-17 | 13F | LexAurum 顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 新罕布什尔银行 | 5,368 | -8.68 | 756 | 10.36 | ||||
2025-08-14 | 13F | 富国银行/百万 | 4,107,018 | -0.56 | 578,514 | 20.05 | ||||
2025-08-19 | NP | 西北互助系列基金公司 - 股票收益投资组合 | 11,470 | -8.66 | 1,616 | 10.24 | ||||
2025-07-22 | 13F | 铁马财富管理有限公司 | 259 | -2.63 | 36 | 16.13 | ||||
2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 109 | -0.91 | 15 | 25.00 | ||||
2025-07-09 | 13F | 伯克希尔银行 | 7,536 | -5.31 | 1,062 | 14.33 | ||||
2025-08-14 | 13F | 家族管理公司 | 1,950 | -4.88 | 275 | 14.64 | ||||
2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 4,146 | -0.34 | 584 | 20.21 | ||||
2025-05-27 | NP | Brighthouse Funds Trust I - Invesco Comstock 投资组合 A 类 | 43,700 | -27.53 | 5,098 | -32.74 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 灵活管理的基金 | 61,274 | -79.29 | 8,631 | -69.01 | ||||
2025-08-06 | 13F | 尤克斯资产管理公司 | 426 | -8.58 | 60 | 11.11 | ||||
2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 4,070 | -5.66 | 573 | 13.92 | ||||
2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 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 | 58,928 | -66.24 | 6,801 | -71.85 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 327,631 | -1.70 | 46 | 21.05 | ||||
2025-08-05 | 13F | 特雷杰·AP-丰登 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 10,295 | -4.72 | 1,450 | 15.08 | ||||
2025-06-26 | NP | HECO - SPDR Galaxy 对冲数字资产生态系统 ETF | 13,417 | -46.37 | 1,549 | -55.30 | ||||
2025-08-08 | 13F | 财务生活规划师 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | WCEAX - 常春藤核心股票基金 A 类 | 428,910 | -1.80 | 60,416 | 18.57 | ||||
2025-04-16 | 13F | 财富增值咨询服务有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-20 | 13F | 肯塔基州退休系统 | 73,511 | -6.15 | 10,355 | 13.31 | ||||
2025-07-25 | 13F | 瑞迪财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Tcfg 财富管理有限责任公司 | 1,718 | -39.23 | 242 | -26.75 | ||||
2025-07-25 | 13F | 利斯惠勒投资顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 5,674 | -3.75 | 799 | 16.30 | ||||
2025-07-25 | NP | ANEFX - 新经济基金A类 | 268,484 | -0.23 | 34,374 | -4.03 | ||||
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 | 12,087 | -80.88 | 1,703 | -71.39 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 31,794 | -4.44 | 4,479 | 15.38 | ||||
2025-05-15 | 13F | Virtus 投资顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 麦肯齐金融公司 | 415,882 | -69.47 | 58,581 | -63.15 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 28,068 | -0.11 | 3,954 | 20.59 | ||||
2025-08-14 | 13F | 马克资产管理公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 955 | -17.81 | 135 | -0.74 | ||||
2025-07-22 | 13F | UniSuper管理有限公司 | 610,630 | -26.15 | 86,013 | -10.84 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 41,060 | -0.02 | 5,784 | 21.19 | ||||
2025-08-06 | 13F | 马尔廷财富管理公司 | 1,731 | -0.17 | 244 | 20.30 | ||||
2025-07-08 | 13F | 理查德·P·斯劳特联合公司 | 1,740 | -52.26 | 245 | -42.35 | ||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 11,770 | -10.10 | 1,656 | 9.67 | ||||
2025-05-02 | 13F | 波特曼广场资本有限责任合伙 | Call | 0 | -100.00 | 0 | ||||
2025-08-13 | 13F | 资本研究全球投资者 | 19,384,370 | -2.90 | 2,730,482 | 17.24 | ||||
2025-07-24 | 13F | 汤普森投资管理公司 | 886 | -17.12 | 125 | 0.00 | ||||
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 | 14,982,100 | -0.01 | 2,110,379 | 20.72 | ||||
2025-07-17 | 13F | 第一乡村银行 /CT/ | 4,884 | -3.63 | 688 | 16.24 | ||||
2025-05-01 | 13F | 莱恩与合伙人有限责任公司 | 2,680 | -7.23 | 313 | -21.80 | ||||
2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 1,844,057 | -9.18 | 259,754 | 9.65 | ||||
2025-04-25 | 13F | 殖民河财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 87,222 | -2.32 | 12,286 | 17.93 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A4 系列 | 1,175 | -5.24 | 166 | 14.58 | ||||
2025-08-28 | NP | PWDAX - 电力红利指数基金A类 | 9,923 | -12.49 | 1,398 | 5.67 | ||||
2025-07-09 | 13F | 防波堤资本集团 | 7,998 | -0.03 | 1,127 | 20.69 | ||||
2025-08-08 | 13F | 包装管理公司 | 5,584 | -3.59 | 787 | 16.44 | ||||
2025-07-24 | 13F | 支付宝证券公司 | 27 | -12.90 | 4 | 0.00 | ||||
2025-07-29 | 13F | 地区金融公司 | 20,636 | -1.89 | 2,907 | 18.47 | ||||
2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 169,878 | -16.16 | 23,929 | 1.23 | ||||
2025-07-31 | 13F | 三井住友信托控股公司 | 2,839,512 | -5.06 | 399,974 | 14.62 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 43,742 | -9.33 | 6,161 | 9.47 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通全球股票投资组合 1 级 | 14,488 | -11.90 | 1,672 | -26.54 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 6,918 | -15.65 | 974 | -10.72 | ||||
2025-08-29 | NP | LSIOX - Loomis Sayles 高收入机会基金机构类别 | 1,571 | -8.77 | 221 | 10.50 | ||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 219,440 | -66.00 | 30,910 | -58.95 | ||||
2025-07-30 | 13F | Exencial 财富顾问有限公司 | 3,645 | -17.27 | 513 | -0.19 | ||||
2025-08-11 | 13F | Trajan 财富有限责任公司 | 44,798 | -1.30 | 6,310 | 19.17 | ||||
2025-08-07 | 13F | Montag A & Associates 公司 | 66,718 | -1.70 | 9,398 | 18.68 | ||||
2025-08-27 | NP | QCGLRX - 全球股票账户 R1 级 | 471,704 | -60.11 | 66,444 | -51.84 | ||||
2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 6 | -14.29 | 1 | |||||
2025-07-30 | 13F | 亚历克西斯投资合伙公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 331,932 | -4.18 | 48,379 | 19.70 | ||||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 924 | -67.29 | 118 | -68.62 | ||||
2025-08-18 | NP | 太平洋精选基金 - 大盘成长投资组合 I 类 | 28,836 | -15.03 | 4,062 | 2.58 | ||||
2025-07-17 | 13F | LVW 顾问有限责任公司 | 6,093 | -32.18 | 858 | -18.13 | ||||
2025-08-14 | 13F | 信托信托公司 | 358,324 | -1.60 | 50,474 | 18.80 | ||||
2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 1,862 | -6.43 | 262 | 12.93 | ||||
2025-08-14 | 13F | 梅诺拉·米夫塔希姆控股有限公司 | 529,127 | -50.47 | 74,533 | -40.20 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 52,427 | -1.46 | 6,051 | -17.84 | ||||
2025-08-14 | 13F | 瑞银集团 | Put | 1,007,700 | -40.26 | 141,945 | -27.87 | |||
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 | 86,382 | -12.05 | 12,168 | 6.18 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 97,775 | -1.47 | 13,773 | 18.96 | ||||
2025-08-11 | 13F | Primecap 管理公司/ca/ | 635,781 | -44.72 | 89,556 | -33.26 | ||||
2025-05-27 | NP | QBA2Q - 平衡投资组合初始类别 | 52,273 | -76.82 | 6,099 | -78.49 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 成长与收入基金初始类别 | 12,842 | -2.36 | 1,809 | 17.86 | ||||
2025-05-19 | 13F | 阿尔法 DNA 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 3,930 | -25.90 | 454 | -38.28 | ||||
2025-04-28 | 13F | 主流资本管理有限公司 | 0 | -100.00 | 0 | |||||
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 | 59,823 | -2.27 | 8,427 | 17.99 | ||||
2025-07-31 | 13F | 哈特福德财务管理公司 | 806 | -11.91 | 114 | 6.60 | ||||
2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 6,795 | -3.44 | 870 | -7.16 | ||||
2025-06-26 | NP | FBCGX - 富达蓝筹成长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 | 188,688 | -7.40 | 21,778 | -22.79 | ||||
2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 2,391 | -40.58 | 0 | |||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 8,012 | -11.78 | 1,129 | 7.33 | ||||
2025-08-08 | 13F | Mv 资本管理公司 | 921 | -0.11 | 130 | 20.56 | ||||
2025-08-08 | 13F | 安联保险 | 85,567 | -2.76 | 12,053 | 17.40 | ||||
2025-07-22 | 13F | 阿尔塔财富顾问有限责任公司 | 2,049 | -10.87 | 289 | 7.46 | ||||
2025-08-25 | NP | 美国基金保险系列-全球平衡基金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 | 10,945 | -42.49 | 1,542 | -30.59 | ||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 35,834 | -2.28 | 5,048 | 17.98 | ||||
2025-08-26 | NP | QAAHCX - T. Rowe 价格股票收益投资组合 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 | 12,264 | -7.25 | 1,728 | 12.00 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 303 | -40.00 | 43 | -27.59 | ||||
2025-08-29 | NP | Aim 可变保险基金(景顺可变保险基金)- Invesco Vi 等权重标普 500 基金系列 I | 7,205 | -9.56 | 1,015 | 9.15 | ||||
2025-08-12 | 13F | 中心财富管理 | 3,661 | -0.41 | 524 | 22.43 | ||||
2025-07-28 | 13F | 米切尔·麦克劳德·皮尤威廉姆斯公司 | 9,855 | -2.47 | 1,388 | 17.83 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 11,600 | -8.66 | 1,634 | 10.26 | |||
2025-08-11 | 13F | Mach-1 金融集团有限公司 | 16,962 | -30.23 | 2,389 | -15.76 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 202,001 | -23.64 | 28,454 | -7.80 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 26,900 | -73.60 | 3,789 | -68.13 | |||
2025-08-13 | 13F | 西北互助财富管理公司 | 130,752 | -0.28 | 18,418 | 20.40 | ||||
2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 33,442 | -30.49 | 4,711 | -6.08 | ||||
2025-08-08 | 13F | OmniStar 金融集团公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 2,814 | -18.10 | 396 | -1.00 | ||||
2025-08-07 | 13F | 威尔金斯投资顾问公司 | 11,349 | -12.36 | 1,599 | 5.83 | ||||
2025-08-12 | 13F | 摩根大通公司 | Call | 614,300 | -17.97 | 86,530 | -0.97 | |||
2025-07-31 | 13F | 格雷比尔·巴茨联合有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 关键金融公司 | 2,932 | -6.30 | 413 | 12.88 | ||||
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 | 7,425 | -11.33 | 951 | -14.72 | ||||
2025-08-14 | 13F/A | 佩里特资本管理公司 | 14 | -75.00 | 2 | -83.33 | ||||
2025-07-09 | 13F | 新英格兰研究与管理公司 | 15,519 | -1.12 | 2 | 100.00 | ||||
2025-08-14 | 13F | 瑞银集团 | 11,121,603 | -8.29 | 1,566,589 | 10.73 | ||||
2025-05-07 | 13F | 布莱斯角资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 德肖公司 | Put | 458,700 | -51.41 | 64,612 | -41.34 | |||
2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 3,180 | -6.42 | 448 | 12.88 | ||||
2025-07-10 | 13F | YHB 投资顾问公司 | 22,608 | -0.49 | 3,185 | 20.15 | ||||
2025-05-02 | 13F | 平克顿退休专家有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 191,926 | -73.29 | 27,035 | -67.75 | ||||
2025-08-11 | 13F | 艾睿金融公司 | 16,962 | -1.72 | 2,389 | 18.68 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 3,658,300 | -12.06 | 515,308 | 6.18 | |||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 24,547 | -3.71 | 3,458 | 16.24 | ||||
2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 16,034 | -0.40 | 2,259 | 20.23 | ||||
2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 4,721 | -0.61 | 665 | 20.04 | ||||
2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 切萨皮克财富管理 | 14,066 | -4.23 | 1,981 | 15.65 | ||||
2025-08-14 | 13F | 明星金融银行 | 1,692 | -12.69 | 238 | 5.31 | ||||
2025-04-21 | 13F | 赫利俄斯资本管理私人有限公司有限公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | FOBAX - 机构平衡基金 | 4,265 | -2.74 | 601 | 17.42 | ||||
2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 2,795 | -1.52 | 394 | 18.73 | ||||
2025-07-14 | 13F | 金州股权合伙人 | 13,243 | -2.73 | 1,865 | 17.44 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 304,307 | -0.76 | 42,865 | 19.81 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 27,648 | -3.95 | 3,894 | 15.96 | ||||
2025-08-26 | NP | ISBAX - VY(R) 哥伦比亚逆势核心投资组合 ADV 级 | 3,060 | -70.28 | 431 | -57.33 | ||||
2025-06-26 | NP | JHAC - 约翰汉考克基本全盘核心 ETF | 730 | -30.81 | 84 | -42.47 | ||||
2025-08-28 | NP | XLF - 金融精选行业 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 | 8,334,314 | -9.13 | 1,173,971 | 9.72 | ||||
2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 1,975 | -11.59 | 278 | 6.92 | ||||
2025-08-01 | 13F | 梅希尔资本有限责任公司 | 2,132 | -4.14 | 300 | 15.83 | ||||
2025-07-25 | 13F | Verdence 资本顾问有限责任公司 | 16,416 | -0.83 | 2,312 | 19.73 | ||||
2025-08-14 | 13F | 曼氏集团 | Call | 98,300 | -32.02 | 13,847 | -17.93 | |||
2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 63,585 | -6.01 | 8,957 | 13.48 | ||||
2025-07-18 | 13F | 影响资本合伙公司 | 3,944 | -10.42 | 556 | 8.19 | ||||
2025-08-13 | 13F | Gamco Investors, Inc. 等 | 139,704 | -3.78 | 19,679 | 16.17 | ||||
2025-08-14 | 13F | 曼氏集团 | 371,908 | -10.96 | 52,387 | 7.51 | ||||
2025-08-05 | 13F | 主街研究有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | 安全资产管理有限责任公司 | 1,615 | -6.81 | 227 | 12.38 | ||||
2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 47,527 | -1.93 | 5,486 | -18.23 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 474,775 | -0.10 | 66,877 | 20.61 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 53,402 | -2.34 | 7,522 | 17.92 | ||||
2025-08-11 | 13F | GW&K 投资管理有限公司 | 305,288 | -1.85 | 43 | 19.44 | ||||
2025-06-26 | NP | TDFAX - 泛美股息聚焦 A | 33,794 | -4.51 | 3,901 | -20.38 | ||||
2025-07-16 | 13F | 多元化企业有限责任公司 | 3,118 | -2.56 | 439 | 17.69 | ||||
2025-08-13 | 13F | 金融复仇者公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 15,206 | -22.82 | 2,142 | -6.83 | ||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 3,030 | -2.79 | 427 | 17.36 | ||||
2025-05-14 | 13F | 奥斯曼资本公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 2,098 | -15.03 | 296 | 2.43 | ||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 994 | -2.55 | 140 | 17.65 | ||||
2025-08-05 | 13F | KJ 哈里森合伙人公司 | 32,909 | -15.40 | 4,636 | 2.14 | ||||
2025-07-18 | 13F | TruNorth 资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 33,668 | -36.99 | 4,742 | -23.93 | ||||
2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 252 | -26.96 | 29 | -38.30 | ||||
2025-05-01 | 13F | 谢克特投资顾问有限公司 | 11,001 | -20.45 | 1,283 | -26.18 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - MFS 价值投资组合 A 类 | 386,046 | -16.22 | 54,378 | 1.16 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 73,683 | -34.66 | 10,379 | -21.12 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 15,416 | -10.62 | 2,171 | 7.90 | ||||
2025-07-30 | 13F | Deka银行德意志Girozentrale | 587,689 | -15.17 | 83 | 5.13 | ||||
2025-05-15 | 13F | 格兰德吉恩资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | 华侨银行 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 贝拉德公司 | 213,830 | -0.23 | 30,120 | 20.46 | ||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 9,124 | -59.43 | 1,285 | -51.01 | ||||
2025-04-02 | 13F | 马库姆财富有限责任公司 | 5,513 | -1.55 | 643 | -8.66 | ||||
2025-05-16 | 13F | CTC有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 洛布罗肯布罗公司 | 88,439 | -1.32 | 12,458 | 19.14 | ||||
2025-07-16 | 13F | AAFMAA 财富管理与信托有限责任公司 | 9,471 | -38.79 | 1,334 | -26.09 | ||||
2025-07-23 | 13F | 温思罗普咨询集团有限责任公司 | 2,574 | -7.71 | 363 | 11.38 | ||||
2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 117,700 | -12.13 | 13,585 | -1.74 | ||||
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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | MSFRX - MFS 总回报基金 A | 371,312 | -1.03 | 52,303 | 19.49 | ||||
2025-08-12 | 13F | 神秘资产管理公司 | 14,921 | -0.16 | 2,102 | 20.54 | ||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 3,906 | -23.50 | 550 | -7.56 | ||||
2025-07-28 | 13F | JGP 财富管理有限责任公司 | 3,565 | -3.28 | 502 | 16.74 | ||||
2025-08-08 | 13F | 多诺霍福林有限责任公司 | 11,177 | -12.39 | 1,574 | 5.78 | ||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 37,786 | -0.53 | 5,323 | 20.11 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 46,100 | -94.29 | 6,494 | -93.10 | |||
2025-05-13 | 13F | 沃恩大卫投资公司/il | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 146,288 | -5.82 | 20,606 | 13.71 | ||||
2025-06-27 | NP | POAGX - PRIMECAP 奥德赛激进增长基金 | 195,733 | -5.91 | 22,592 | -21.55 | ||||
2025-07-07 | 13F | 全球财富策略与合伙人 | 33 | -10.81 | 5 | 0.00 | ||||
2025-08-13 | 13F | 蠕虫资本有限公司 | 46,858 | -15.46 | 6,600 | 2.07 | ||||
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 | 163,600 | -32.90 | 23,045 | -18.98 | ||||
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 | 302,535 | -1.39 | 34,919 | -17.78 | ||||
2025-08-25 | NP | HADAX - 哈特福德平衡 Hls 基金 Ia | 99,123 | -1.85 | 13,962 | 18.50 | ||||
2025-07-22 | NP | DGEFX - 目的地股票收益基金 I 类 | 25,337 | -6.75 | 3,244 | -10.32 | ||||
2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 7,710 | -0.66 | 1,086 | 20.00 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | 121,873 | -3.52 | 17,167 | 16.49 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 2,247,993 | -8.19 | 316,652 | 10.85 | ||||
2025-08-07 | 13F | 灰石金融集团有限责任公司 | 97,192 | -0.69 | 13,691 | 19.91 | ||||
2025-08-06 | 13F | 新千年集团有限责任公司 | 29 | -29.27 | 4 | 0.00 | ||||
2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 1,015 | -2.31 | 143 | 17.36 | ||||
2025-05-13 | 13F | 罗普公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-04 | 13F | 遗产投资者管理公司 | 246,115 | -2.34 | 35 | 17.24 | ||||
2025-08-28 | NP | Northern Lights Variable Trust - Power Dividend Index VIT 基金 2 类股票 | 1,215 | -11.96 | 171 | 6.21 | ||||
2025-07-02 | 13F | 挪威储蓄银行 | 1,911 | -2.15 | 269 | 18.50 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 本金资本增值账户 1 类 | 10,824 | -9.77 | 1,525 | 8.93 | ||||
2025-07-21 | 13F | ASR资产管理公司 | 158,196 | -10.62 | 22,282 | 7.91 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 320,700 | -20.02 | 45,174 | -3.44 | |||
2025-08-14 | 13F | 曼氏集团 | Put | 85,200 | -41.08 | 12,001 | -28.86 | |||
2025-05-23 | NP | EQ ADVISORS TRUST - EQ/Invesco Comstock 投资组合 IB 类 | 7,131 | -26.15 | 832 | -31.49 | ||||
2025-07-28 | 13F | 绩效财富合作伙伴有限责任公司 | 3,188 | -0.41 | 449 | 20.38 | ||||
2025-08-13 | 13F | Alphinity投资管理有限公司 | 4,171,730 | -22.00 | 587,630 | -5.83 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 86,418 | -2.35 | 10,082 | -9.38 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 16,134 | -7.98 | 2,270 | 12.22 | ||||
2025-08-01 | 13F | 信托投资顾问 | 14,825 | -6.33 | 2,088 | 13.11 | ||||
2025-08-12 | 13F | 南方平原金融公司 | 7,366 | -6.30 | 1,038 | 13.09 | ||||
2025-06-25 | NP | 安联多元化收益及可转换基金 | 4,190 | -32.47 | 484 | -43.71 | ||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 57,910 | -12.93 | 6,684 | -27.41 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | Put | 100,000 | -77.78 | 14,086 | -73.17 | |||
2025-08-14 | 13F | 都铎投资公司等 | 21,772 | -95.07 | 3,067 | -94.05 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 157,250 | -11.89 | 22,150 | 6.38 | ||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 2,058 | -0.05 | 240 | -6.98 | ||||
2025-07-09 | 13F | 灯塔金融集团 | 5,709 | -4.24 | 804 | 15.68 | ||||
2025-07-29 | NP | VFAIX - 先锋金融指数基金海军上将股票 | 1,937,746 | -3.07 | 248,090 | -6.77 | ||||
2025-08-27 | NP | 俄亥俄州国家基金公司 - Janus Henderson 40 投资组合 | 2,350 | -3.69 | 331 | 16.55 | ||||
2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 5,929 | -2.52 | 835 | 17.77 | ||||
2025-08-05 | 13F | 托丽有限公司 | 44,071 | -2.74 | 6,208 | 17.42 | ||||
2025-05-13 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 13,276 | -0.80 | 1,870 | 19.80 | ||||
2025-08-05 | 13F | iA全球资产管理公司 | 2,965 | -81.66 | 0 | -100.00 | ||||
2025-07-25 | 13F | 康科德资产管理有限公司/VA | 23,690 | -3.04 | 3,337 | 21.62 | ||||
2025-05-28 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 7,395 | -3.21 | 863 | -10.21 | ||||
2025-07-23 | 13F | 登普兹·南希·E | 8,000 | -27.27 | 1,127 | -12.24 | ||||
2025-07-22 | 13F | 爱荷华州立银行 | 63,040 | -2.34 | 8,880 | 17.90 | ||||
2025-08-14 | 13F | 沃顿商业集团有限责任公司 | 3,514 | -44.52 | 0 | |||||
2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 战略金融概念有限责任公司 | 2,609 | -16.24 | 367 | 1.10 | ||||
2025-08-07 | 13F | 第1620章 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | JDIV-摩根大通股息领先ETF | 880 | -17.53 | 102 | -31.29 | ||||
2025-05-15 | 13F | 布雷文·霍华德资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 工厂互助保险公司 | 329,050 | -19.02 | 46,350 | -2.23 | ||||
2025-07-21 | 13F | 安角储蓄银行 | 10,337 | -2.32 | 1,456 | 17.99 | ||||
2025-08-12 | 13F | 农民国家银行 | 3,513 | -0.23 | 495 | 20.49 | ||||
2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 167,531 | -0.14 | 23,599 | 20.56 | ||||
2025-08-14 | 13F | 道富银行 | 104,124,618 | -2.82 | 14,666,994 | 17.33 | ||||
2025-05-14 | 13F | 高级投资组合管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 111资本 | 6,224 | -41.12 | 877 | -28.95 | ||||
2025-08-14 | 13F | 克劳福德投资顾问公司 | 2,930 | -12.43 | 413 | 5.64 | ||||
2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 核心股票 II 类 | 73,003 | -2.37 | 10,283 | 17.88 | ||||
2025-05-05 | 13F | 海岸资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 158,510 | -5.23 | 22,328 | 14.42 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 17,452 | -6.85 | 2,459 | 12.54 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 59,871 | -6.32 | 8,433 | 13.10 | ||||
2025-04-29 | 13F | 布劳恩史黛西联合公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 23,648 | -3.69 | 3,331 | 16.31 | ||||
2025-07-30 | 13F | 支流资本管理有限责任公司 | 4,265 | -2.74 | 601 | 17.42 | ||||
2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,240,531 | -28.99 | 158,825 | -31.70 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 13,412 | -1.08 | 1,889 | 19.48 | ||||
2025-08-08 | 13F | 灯塔港财富顾问公司 | 52,972 | -8.72 | 7,462 | 10.21 | ||||
2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | FT Vest 总回报收益基金:A4系列 | 3,128 | -6.38 | 441 | 13.11 | ||||
2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 8,005 | -1.00 | 1,128 | 19.51 | ||||
2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 43,834 | -1.79 | 6,174 | 18.57 | ||||
2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 3,286 | -3.07 | 463 | 16.96 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 591,147 | -24.85 | 83,269 | -9.27 | ||||
2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 710,590 | -4.05 | 100,094 | 15.84 | ||||
2025-08-14 | 13F | Mbb 公共市场 I Llc | 2,086 | -18.90 | 294 | -2.33 | ||||
2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 5,798 | -8.88 | 817 | 9.97 | ||||
2025-07-21 | 13F | 格拉西投资管理公司 | 120,050 | -0.58 | 17 | 14.29 | ||||
2025-08-27 | NP | 泛美系列信托 - 泛美麦迪逊多元化收入副总裁服务 | 12,325 | -4.04 | 1,736 | 15.89 | ||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 27,300 | -63.38 | 3,845 | -55.79 | ||||
2025-05-22 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 5,425 | -28.16 | 633 | -33.40 | ||||
2025-07-25 | NP | MEIAX - MFS价值基金A | 8,810,445 | -11.47 | 1,128,001 | -14.84 | ||||
2025-07-23 | 13F | 西区顾问有限责任公司 | 27 | -27.03 | 4 | -25.00 | ||||
2025-08-08 | 13F | 斯库拉蒂财富管理有限责任公司 | 31,172 | -1.78 | 4,391 | 18.58 | ||||
2025-08-08 | 13F | 尼克松皮博迪信托公司 | 116,999 | -0.58 | 16,480 | 20.03 | ||||
2025-07-25 | NP | LBSAX - 哥伦比亚股息收入基金 A 类 | 4,832,518 | -1.03 | 618,707 | -4.81 | ||||
2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 2,774 | -2.77 | 391 | 17.47 | ||||
2025-08-08 | 13F | 蒂曼投资顾问有限公司 | 3,496 | -3.45 | 492 | 16.59 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 总回报投资组合 1 级 | 23,499 | -1.14 | 2,712 | -17.57 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 贸易风有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 75,118 | -0.81 | 10,581 | 19.76 | ||||
2025-07-10 | 13F | 社区信托投资公司 | 25,954 | -18.57 | 3,656 | -1.69 | ||||
2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 36,638 | -1.87 | 4,691 | -5.63 | ||||
2025-05-15 | 13F | 马拉松资本管理公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 3,611 | -28.05 | 462 | -30.84 | ||||
2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 14,994 | -4.30 | 2,112 | 15.60 | ||||
2025-08-01 | 13F | 红灯塔投资管理有限公司 | 5,454 | -9.13 | 768 | 35.93 | ||||
2025-08-07 | 13F | 阿塔拉金融公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 111,711 | -0.97 | 14,302 | -4.75 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 9,978 | -20.02 | 1,406 | -3.44 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -4,827 | 20.13 | -680 | 45.09 | |||
2025-08-13 | 13F | DL卡尔森投资集团公司 | 18,837 | -12.24 | 2,653 | 5.95 | ||||
2025-05-12 | 13F | 瑞穗证券美国有限公司 | 99,078 | -15.73 | 11,559 | -21.80 | ||||
2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 110,106 | -14.41 | 15,510 | 3.34 | ||||
2025-08-15 | 13F/A | 乐天证券公司 | 671 | -40.83 | 95 | -28.79 | ||||
2025-07-28 | 13F | 码头街资产管理公司 | 0 | -100.00 | 0 | |||||
2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 1,926 | -23.75 | 0 | |||||
2025-07-22 | 13F | 综合财务顾问机构有限公司 | 19,888 | -0.83 | 2,801 | 19.75 | ||||
2025-06-30 | NP | VAGVX - Vanguard Advice Select 全球价值基金 Admiral Shares | 81,708 | -43.85 | 9,431 | -53.18 | ||||
2025-04-16 | 13F | 罗克兰信托公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 71 | -25.26 | 10 | -9.09 | ||||
2025-07-23 | 13F | 乔尔·艾萨克森有限公司 | 48,383 | -0.24 | 6,815 | 20.45 | ||||
2025-05-27 | 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 | 41,099 | -84.27 | 4,795 | -85.40 | ||||
2025-07-29 | NP | SFPIX - I 类金融服务投资组合 | 91 | -9.90 | 12 | -15.38 | ||||
2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 33,304 | -11.99 | 4,691 | 6.25 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 5,085 | -4.47 | 587 | 30.80 | ||||
2025-06-25 | NP | FNCL - 富达 MSCI 金融指数 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 | 328,647 | -0.02 | 37,932 | -16.64 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 130,630 | -26.23 | 18,401 | -10.93 | ||||
2025-08-07 | 13F | 唤起财富有限公司 | 10,755 | -17.37 | 1,515 | -0.20 | ||||
2025-08-07 | 13F | 加尔达资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | 范式资产管理有限公司 | 20,700 | -10.78 | 2,916 | 7.72 | ||||
2025-07-23 | NP | VYGNX - Voya 全球多元资产基金 R6 级 | 7,280 | -13.49 | 932 | -16.79 | ||||
2025-08-14 | 13F | 中西一金融集团有限公司 | 7,308 | -1.06 | 1,029 | 19.51 | ||||
2025-07-15 | 13F | 财务管理专业人士公司 | 7,810 | -6.40 | 1,100 | 13.05 | ||||
2025-08-19 | NP | RIFAX - 美国战略股票基金 | 15,550 | -3.07 | 2,190 | 17.05 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 5,022 | -18.42 | 586 | -24.32 | ||||
2025-07-30 | 13F | 洛恩·斯坦伯格财富管理公司 | 52,228 | -0.36 | 7,357 | 20.29 | ||||
2025-04-25 | 13F | J.Safra资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | MFRFX - MFS研究基金A | 498,075 | -4.82 | 70,159 | 14.92 | ||||
2025-08-14 | 13F | 全新世顾问有限合伙人 | 3,784 | -99.04 | 533 | -98.84 | ||||
2025-03-28 | NP | CHTRX - 景顺特许基金 A 类 | 221,016 | -28.18 | 30,595 | -14.48 | ||||
2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 3,986 | -5.30 | 561 | 14.26 | ||||
2025-07-15 | 13F | 第五第三银行 | 1,513,135 | -0.09 | 213,140 | 20.63 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 30,170 | -0.08 | 4,298 | 22.00 | ||||
2025-08-12 | 13F | 保德信金融公司 | 1,081,545 | -32.95 | 152,346 | -19.05 | ||||
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 | 710 | -11.03 | 100 | 7.53 | ||||
2025-07-25 | 13F | 赛普拉斯资本集团 | 1,803 | -1.04 | 254 | 19.34 | ||||
2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 647 | -5.69 | 91 | 13.75 | ||||
2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 1,834,801 | -2.36 | 258 | 17.81 | ||||
2025-08-11 | 13F | 洞察 2811 公司 | 4,596 | -0.33 | 647 | 20.48 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 295,948 | -10.54 | 41,687 | 8.01 | ||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 16,958 | -60.24 | 2,391 | -51.95 | ||||
2025-08-08 | 13F | 艾伯塔省投资管理公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 3,721 | -10.85 | 524 | 7.82 | ||||
2025-08-27 | NP | VWINX - VANGUARD WELLESLEY 收入基金投资者股份 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 | 2,025,712 | -12.88 | 285,342 | 5.18 | ||||
2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 174,749 | -3.93 | 20,170 | -19.90 | ||||
2025-04-28 | 13F | 布芬顿·莫尔·麦克尼尔 | 8,765 | -23.38 | 1,023 | -28.93 | ||||
2025-07-21 | 13F | 格林伍德资本联合有限公司 | 63,152 | -20.17 | 8,896 | -3.62 | ||||
2025-08-12 | 13F | 维斯特资本有限公司 | 1,385 | -99.05 | 0 | -100.00 | ||||
2025-08-12 | 13F | 德国商业银行 | 448,563 | -4.70 | 63 | 16.67 | ||||
2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 5,127 | -0.64 | 722 | 19.93 | ||||
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 | 68,695 | -1.23 | 9,676 | 19.25 | ||||
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 | 295,317 | -77.19 | 37,809 | -78.06 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/T。 Rowe Price资本增值基金(一) | 169,699 | -78.59 | 23,904 | -67.98 | ||||
2025-08-26 | NP | TLSTX - 股票指数基金 | 16,735 | -3.23 | 2,357 | 16.86 | ||||
2025-08-04 | 13F | 金刚狼资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 富豪投资顾问有限责任公司 | 9,679 | -28.99 | 1,363 | -14.28 | ||||
2025-08-13 | 13F | 纽约州共同退休基金 | 1,512,664 | -0.76 | 213 | 20.34 | ||||
2025-08-19 | 13F | Liontrust Investment Partners LLP | 70,229 | -30.86 | 9,892 | -16.53 | ||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc(d/b/a Bay Colony Advisors) | 2,831 | -28.20 | 399 | -12.33 | ||||
2025-08-18 | NP | 太平洋精选基金 - 价值优势投资组合 I 类 | 45,153 | -24.79 | 6,360 | -9.18 | ||||
2025-08-08 | 13F | denkapparat Operations GmbH | 2,002 | -21.80 | 282 | -5.37 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 77,628 | -7.29 | 10,935 | 11.94 | ||||
2025-08-04 | 13F | 密钥银行国家协会/哦 | 241,886 | -1.85 | 34,072 | 18.51 | ||||
2025-07-30 | 13F | Rnc资本管理有限公司 | 34,450 | -0.97 | 4,853 | 19.57 | ||||
2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 4,493 | -4.22 | 633 | 15.54 | ||||
2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 71,102 | -19.78 | 10,015 | -3.14 | ||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | 40,623 | -15.62 | 5,722 | 1.89 | ||||
2025-07-30 | 13F | 达戴维森公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-29 | 13F | 卡梅尔资本合伙人有限责任公司 | 10,553 | -1.87 | 1,486 | 18.50 | ||||
2025-07-25 | 13F | Lincluden管理有限公司 | 32,386 | -11.85 | 5 | 0.00 | ||||
2025-05-16 | 13F/A | 亚特兰大咨询集团顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 34,577 | -10.61 | 4,871 | 2.01 | ||||
2025-07-24 | NP | FBKFX - 富达平衡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 | 11,062 | -77.13 | 1,416 | -78.01 | ||||
2025-06-24 | NP | SNXFX - 嘉信 1000 指数基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 403,384 | -0.16 | 46,559 | -16.76 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 198,741 | -23.44 | 27,995 | -5.00 | ||||
2025-08-08 | 13F | Lgt 资本合伙有限公司 | 326,967 | -20.08 | 46,057 | -3.52 | ||||
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 | 14,554 | -463.49 | 1,680 | -558.74 | ||||
2025-08-14 | 13F | 人类投资有限责任公司 | 3,073 | -26.96 | 433 | -11.84 | ||||
2025-07-11 | 13F | 比特币资本管理公司 | 109,031 | -0.28 | 15,299 | 19.93 | ||||
2025-08-07 | 13F | 马赛克金融集团有限公司 | 2,167 | -1.23 | 0 | |||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 153,663 | -2.19 | 21,645 | 18.09 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/s&p 4 基金 (a) | 133,529 | -3.18 | 18,809 | 16.89 | ||||
2025-07-15 | 13F | RVW 财富有限责任公司 | 3,388 | -2.62 | 477 | 17.78 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通股票收益投资组合 1 级 | 106,702 | -26.53 | 12,316 | -38.74 | ||||
2025-07-14 | 13F | Capital CS 集团有限责任公司 | Call | 0 | -100.00 | 0 | ||||
2025-04-30 | 13F | 九十一英国有限公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 7,762 | -13.64 | 1,093 | 4.29 | ||||
2025-07-31 | 13F | 李丹纳巴斯公司 | 5,827 | -11.90 | 821 | 6.36 | ||||
2025-08-26 | 13F | Claris Financial LLC | 1,904 | -21.42 | 268 | -11.84 | ||||
2025-08-18 | NP | ULTRA 系列基金 - 大盘价值基金 I 类 | 44,956 | -6.34 | 6,333 | 13.07 | ||||
2025-04-21 | 13F | 卡塔利娜资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-03-25 | NP | PMARX - Pioneer灵活机会基金:A类股票 | 18,055 | -20.46 | 2,499 | -5.27 | ||||
2025-06-23 | NP | FNPIX - 金融超行业深度投资者类别 | 3,616 | -28.73 | 417 | -40.60 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 1,180,424 | -30.13 | 166,275 | -15.64 | ||||
2025-07-14 | 13F | Fonder AB 取得进展 | 82,494 | -12.17 | 11,620 | 3.74 | ||||
2025-08-12 | 13F | Ci投资公司 | 5,754 | -86.96 | 1 | -100.00 | ||||
2025-08-27 | NP | ARTLX - Artisan 价值基金投资者股票 | 45,131 | -2.85 | 6,357 | 17.29 | ||||
2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 21,235 | -4.87 | 2,991 | 14.86 | ||||
2025-07-23 | 13F | Intergy 私人财富有限责任公司 | 2,250 | -2.64 | 317 | 17.47 | ||||
2025-08-05 | 13F | 王朝财富管理有限责任公司 | 11,927 | -18.50 | 1,680 | -1.64 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 20,573 | -1.60 | 2,898 | 18.78 | ||||
2025-05-14 | 13F | ExodusPoint 资本管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-05-14 | 13F | ExodusPoint 资本管理公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 57,877 | -6.08 | 8,153 | 13.40 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 1,088 | -99.61 | 153 | 18.60 | ||||
2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 98,468 | -1.28 | 11,365 | -17.69 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - MFS 总回报投资组合 A 级 | 28,349 | -1.50 | 3,993 | 18.95 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 73,100 | -34.32 | 0 | ||||
2025-08-26 | NP | NOLVX - 北方大盘价值基金 | 7,196 | -3.44 | 1,014 | 16.57 | ||||
2025-07-11 | 13F | 考德威尔证券公司 | 955 | -2.05 | 135 | 18.58 | ||||
2025-08-26 | NP | JUEAX - 摩根大通美国A级股票基金 | 3,001,994 | -0.42 | 422,861 | 20.23 | ||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Ethos金融集团有限责任公司 | 1,607 | -15.55 | 226 | -5.44 | ||||
2025-08-07 | 13F | 艾伦投资管理有限公司 | 3,944 | -2.23 | 556 | 18.09 | ||||
2025-08-12 | 13F | 艾根投资管理有限公司 | 3,307 | -86.49 | 466 | -83.71 | ||||
2025-08-15 | 13F | 易方达基金管理有限公司 | 3,143 | -2.69 | 443 | 17.55 | ||||
2025-05-30 | NP | Gabelli Capital 系列基金公司 - Gabelli Capital 资产基金 Aaa 级 | 7,400 | -20.43 | 863 | -26.18 | ||||
2025-08-04 | 13F | JDM 金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 1,643 | -66.63 | 210 | -66.67 | ||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 273,157 | -7.55 | 38,477 | 11.62 | ||||
2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 37,106 | -9.33 | 4,283 | -24.40 | ||||
2025-04-11 | 13F | 戴维斯资本管理公司 | 246 | -8.21 | 29 | -15.15 | ||||
2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 13,928 | -2.42 | 1,962 | 17.78 | ||||
2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 1,620 | -1.40 | 207 | -5.05 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 14,600 | -71.58 | 2,057 | -65.69 | ||||
2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 310 | -26.54 | 36 | -32.08 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 16,774 | -1.98 | 1,936 | -18.24 | ||||
2025-08-06 | 13F | 双创资本管理公司 | 11,081 | -3.37 | 1,561 | 16.68 | ||||
2025-08-13 | 13F | 法国外贸银行 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 史密斯·萨利事务所 | 21,370 | -1.41 | 3,010 | 19.07 | ||||
2025-07-29 | 13F | 马特森金融服务有限公司 | 31,443 | -0.87 | 4,429 | 19.70 | ||||
2025-03-25 | NP | AOBLX - 先锋平衡 ESG 基金:A 类 | 27,529 | -2.06 | 3,811 | 16.62 | ||||
2025-08-14 | 13F | 多伦多道明银行 | Put | 2,500 | -50.00 | 352 | -39.62 | |||
2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 202,664 | -4.47 | 23,391 | -20.35 | ||||
2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 24,501 | -18.82 | 3,451 | -1.99 | ||||
2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 37,784 | -0.51 | 5,322 | 20.14 | ||||
2025-08-07 | 13F | W 顾问有限公司 | 9,425 | -0.26 | 1,328 | 20.42 | ||||
2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 464,888 | -11.61 | 59,520 | -14.98 | ||||
2025-05-13 | 13F | Invenio 财富合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 2,611 | -31.09 | 368 | -16.97 | ||||
2025-08-13 | 13F | 百达资产管理控股公司 | 789,947 | -0.81 | 111,272 | 19.76 | ||||
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 | 283,238 | -0.30 | 39,897 | 20.37 | ||||
2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 5,745 | -2.49 | 809 | 17.76 | ||||
2025-07-10 | 13F | 纳富尔顿银行 | 28,614 | -4.45 | 4,031 | 15.34 | ||||
2025-08-12 | 13F | 埃德加·洛马克斯·科/va | 359,675 | -1.57 | 50,664 | 18.83 | ||||
2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 圣约资产管理有限责任公司 | 18,890 | -54.38 | 2,661 | -44.94 | ||||
2025-07-22 | 13F | LGT基金管理有限公司 | 3,838 | -52.02 | 541 | -42.12 | ||||
2025-07-25 | 13F | 倡导集团有限责任公司 | 74,992 | -2.48 | 10,563 | 17.75 | ||||
2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 23,886 | -2.87 | 3,365 | 17.25 | ||||
2025-08-14 | 13F | CIBC 资产管理公司 | 194,961 | -12.04 | 27,462 | 6.20 | ||||
2025-06-26 | NP | JHDV - 约翰汉考克美国高股息 ETF | 264 | -12.00 | 30 | -26.83 | ||||
2025-07-31 | 13F | 中央银行 | 4,319 | -4.26 | 608 | 15.59 | ||||
2025-08-14 | 13F | 嘉实投资顾问有限公司 | 19,329 | -1.30 | 2,723 | 19.18 | ||||
2025-08-07 | 13F | 商业银行 | 1,175,100 | -1.08 | 165,525 | 19.43 | ||||
2025-06-26 | NP | NULV - Nuveen ESG 大盘价值 ETF | 196,574 | -0.07 | 22,689 | -16.68 | ||||
2025-05-09 | 13F | Ritter Daniher 财务咨询有限责任公司/德国 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 智能财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 33,791 | -19.97 | 4,760 | -3.39 | ||||
2025-07-28 | NP | VCULX - 成长基金 | 995 | -89.00 | 127 | -89.44 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a) | 171,511 | -5.98 | 24,159 | 13.52 | ||||
2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 朗费罗投资管理有限公司 | 9,925 | -12.16 | 1,398 | 6.07 | ||||
2025-08-05 | 13F | 北角财富管理有限公司 | 14,647 | -0.37 | 2,063 | 20.29 | ||||
2025-08-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 32,635 | -8.77 | 4,597 | 10.14 | ||||
2025-08-12 | 13F | 恒线顾问公司 | 2,264,771 | -2.08 | 319,016 | 18.23 | ||||
2025-04-25 | 13F | 贸易风资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-22 | 13F | 希蒙运河信托公司 | 11,360 | -2.31 | 1,600 | 17.99 | ||||
2025-07-30 | 13F | 城堡财富管理有限公司 | 3,019 | -8.57 | 425 | 10.39 | ||||
2025-04-11 | 13F | 第一平权金融网络 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 第一银行与信托 | 9,263 | -25.68 | 1,305 | -10.32 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 8,136,401 | -0.92 | 1,146,093 | 19.63 | ||||
2025-08-13 | 13F | 纳维斯财富顾问有限责任公司 | 2,942 | -0.54 | 414 | 20.00 | ||||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 6,108 | -22.80 | 860 | -6.83 | ||||
2025-07-23 | NP | DQIAX - 纽约梅隆银行 A 类股票收益基金 | 98,400 | -0.72 | 12,598 | -4.51 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 559,867 | -5.62 | 78,863 | 13.95 | ||||
2025-07-29 | 13F | BKM 财富管理有限责任公司 | 2,033 | -0.20 | 286 | 20.68 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 453,078 | -1.66 | 63,821 | 18.73 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 63,879 | -3.84 | 8,998 | 16.09 | ||||
2025-05-07 | 13F | 德克萨斯大学/德克萨斯大学投资管理公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 6,170 | -57.04 | 790 | -58.71 | ||||
2025-08-29 | NP | LABAX - Loomis Sayles 战略 Alpha 基金 A 类 | 760 | -51.03 | 107 | -40.88 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 274,667 | -5.68 | 38,690 | 13.87 | ||||
2025-08-28 | NP | KCE - SPDR(R) 标准普尔资本市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,986 | -14.33 | 8,450 | 3.43 | ||||
2025-07-14 | 13F | 农商投资公司 | 1,078 | -0.28 | 152 | 19.84 | ||||
2025-08-08 | 13F | 阿瓦隆信托公司 | 8,000 | -20.00 | 1,127 | -3.43 | ||||
2025-07-15 | 13F | 北极星投资管理公司 | 7,004 | -2.78 | 987 | 17.38 | ||||
2025-08-26 | NP | IOO - iShares Global 100 ETF | 259,441 | -3.15 | 36,545 | 16.94 | ||||
2025-08-07 | 13F | 斯科公司 | 36,152 | -0.54 | 5 | 25.00 | ||||
2025-07-16 | 13F | 迈耶汉德曼公司 | 27,338 | -0.83 | 3,851 | 19.71 | ||||
2025-08-14 | 13F | Nfj 投资集团有限公司 | 164,569 | -5.69 | 23,181 | 13.87 | ||||
2025-08-12 | 13F | 福国相互人寿保险公司 | 209,554 | -0.33 | 29,518 | 20.34 | ||||
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 | 17,709 | -8.72 | 2,267 | -12.20 | ||||
2025-08-08 | 13F | 枫树资本管理公司 | 236,161 | -5.11 | 33,266 | 14.56 | ||||
2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 15,020 | -2.65 | 2,116 | 17.50 | ||||
2025-07-11 | 13F | 布西财富管理 | 9,193 | -0.98 | 1,295 | 19.48 | ||||
2025-07-17 | 13F | 新约信托公司,北美 | 2,962 | -1.76 | 417 | 19.88 | ||||
2025-07-08 | 13F | 圣骑士财富有限责任公司 | 8,761 | -0.83 | 1,234 | 19.81 | ||||
2025-07-11 | 13F | 永久有限公司 | 5,330 | -26.83 | 751 | -11.66 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 313,372 | -2.89 | 44,142 | 17.24 | ||||
2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 84,126 | -6.02 | 11,850 | 13.46 | ||||
2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 1,996 | -0.05 | 281 | 20.60 | ||||
2025-05-15 | 13F/A | 克利尔街有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 33,776 | -18.59 | 4,758 | -1.71 | ||||
2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 2,945 | -9.02 | 415 | 9.81 | ||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 385,043 | -4.65 | 54,237 | 15.12 | ||||
2025-08-18 | 13F | 1248 管理有限责任公司 | 713 | -29.34 | 100 | -14.53 | ||||
2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 6,231 | -2.34 | 878 | 17.88 | ||||
2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 4,932 | -2.34 | 695 | 17.83 | ||||
2025-06-26 | NP | JFCAX - 基本全盘核心基金 A 类 | 97,757 | -31.35 | 11,283 | -42.76 | ||||
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 | 2,949 | -7.90 | 378 | -11.50 | ||||
2025-07-17 | 13F | 人民金融服务公司 | 8,787 | -14.81 | 1,238 | 2.83 | ||||
2025-08-07 | 13F | 全球财富管理投资咨询公司 | 41,270 | -1.45 | 5,813 | 19.00 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | Intrua 金融有限责任公司 | 4,840 | -11.98 | 682 | 6.24 | ||||
2025-07-10 | 13F | 向日葵银行,NA | 2,161 | -1.50 | 304 | 19.22 | ||||
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 | 4,809 | -11.03 | 616 | -14.46 | ||||
2025-08-14 | 13F | JP Marvel 投资顾问有限公司 | 197,574 | -0.38 | 27,830 | 20.28 | ||||
2025-07-25 | NP | SNPV - Xtrackers S&P 500 价值 ESG ETF | 279 | -29.37 | 36 | -32.69 | ||||
2025-05-15 | 13F | CSS 有限公司/il | Put | 0 | -100.00 | 0 | ||||
2025-08-29 | NP | GAGAX - Gabelli 全球上升收入和股息基金 A 类 | 4,000 | -4.76 | 563 | 14.90 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 1,797,450 | -22.68 | 253,189 | -6.65 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 3,432 | -27.32 | 48,343 | -12.25 | |||
2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 407 | -28.47 | 57 | -13.64 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 10,711 | -18.56 | 150,875 | -1.67 | |||
2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 18,066 | -3.79 | 2,545 | 16.16 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 1,652 | -1.26 | 233 | 18.97 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 173,054 | -3.63 | 24,376 | 16.36 | ||||
2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 31,200 | -6.48 | 4,395 | 12.90 | ||||
2025-05-15 | 13F | 富登基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | 13F | 斯坦斯资本有限公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 沃瑟私人财富有限责任公司 | 2,115 | -1.95 | 298 | 18.33 | ||||
2025-07-31 | 13F | 猎户座资本管理有限公司 | 7,760 | -7.51 | 1,093 | 11.76 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 41,746 | -12.19 | 4,818 | -26.78 | ||||
2025-05-12 | 13F | 熵技术有限公司 | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | 帕玛利坎资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 24,200 | -44.87 | 3,409 | -33.45 | |||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 4,500 | -71.70 | 634 | -65.88 | |||
2025-07-08 | 13F | 梯度投资有限责任公司 | 331,198 | -1.43 | 46,653 | 19.01 | ||||
2025-05-15 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 75,657 | -1.91 | 9,686 | -5.66 | ||||
2025-08-01 | 13F | 洛根资本管理公司 | 33,973 | -0.11 | 4,785 | 20.62 | ||||
2025-08-13 | 13F | 加贝利基金有限责任公司 | 219,437 | -10.24 | 30,910 | 8.37 | ||||
2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 23,827 | -4.37 | 3,051 | -8.02 | ||||
2025-07-10 | 13F | 博钦信托公司 | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | PUREfi 财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 55,965 | -6.86 | 7,883 | 12.45 | ||||
2025-08-05 | 13F | 韦克菲尔德资产管理有限责任公司 | 19,146 | -1.22 | 2,697 | 19.24 | ||||
2025-08-07 | 13F | 毕马威资本有限责任公司 | 5,407 | -3.50 | 762 | 16.54 | ||||
2025-08-26 | NP | VGIIX - 摩根大通成长和收益基金 I 类 | 686,136 | -3.23 | 96,649 | 16.83 | ||||
2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 3,202 | -2.20 | 451 | 18.37 | ||||
2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 31,372 | -76.95 | 4,419 | -72.18 | ||||
2025-06-30 | NP | VWNDX - 先锋温莎基金投资者股票 | 2,563,698 | -26.03 | 295,902 | -38.33 | ||||
2025-05-29 | NP | Aim 可变保险基金(invesco 可变保险基金)- Invesco Vi Comstock 基金系列 I | 33,619 | -27.62 | 3,922 | -32.83 | ||||
2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 11,227 | -0.67 | 1,437 | -4.45 | ||||
2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 275 | -13.25 | 39 | 5.56 | ||||
2025-08-13 | 13F | 奥默斯管理公司 | 75,616 | -0.13 | 10,651 | 20.58 | ||||
2025-08-25 | NP | MBCGX - MassMutual 选择蓝筹成长基金 A 类 | 34,264 | -15.39 | 4,826 | 2.16 | ||||
2025-08-26 | NP | AZNAX - AllianzGI 收入与增长基金 A 类 | 81,370 | -22.09 | 11,462 | -5.94 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 217,800 | -5.88 | 30,679 | 13.64 | |||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-06-26 | NP | FBGRX - 富达蓝筹成长基金 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 | 819,704 | -6.38 | 94,610 | -21.94 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | 10,742 | -55.90 | 1,513 | -46.76 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Unisphere成立 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 31,286 | -1.80 | 4,407 | 18.54 | ||||
2025-07-24 | 13F | 安东内利财务顾问有限公司 | 1,500 | -13.74 | 211 | 4.46 | ||||
2025-07-24 | NP | FPKFX - 富达清教徒 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 | 63,074 | -45.60 | 8,075 | -47.68 | ||||
2025-08-05 | 13F | 伯尼公司/ | 24,495 | -46.68 | 3,450 | -35.63 | ||||
2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 714,540 | -25.28 | 100,650 | -9.79 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 271,200 | -32.57 | 38,201 | -18.59 | |||
2025-07-18 | 13F | 奥洛克公司 | 2,984 | -2.20 | 420 | 17.98 | ||||
2025-08-29 | NP | GABF - Gabelli 金融服务机会 ETF | 3,742 | -11.91 | 527 | 6.46 | ||||
2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -37 | -5 | |||||
2025-05-30 | NP | SLGAX - SIMT 大盘基金 F 类 | 51,066 | -9.67 | 5,958 | -16.18 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -6,505 | -10.58 | -916 | 8.02 | |||
2025-07-23 | 13F | 公平信托公司 | 2,206 | -4.91 | 311 | 14.81 | ||||
2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 1,201,425 | -0.59 | 169,233 | 20.03 | ||||
2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 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 | 1,829 | -55.68 | 234 | -57.38 | ||||
2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 3,404 | -3.60 | 479 | 16.55 | ||||
2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 2,111 | -3.21 | 0 | |||||
2025-05-13 | 13F | 沃茨·格威廉有限公司 | 3,022 | -1.63 | 353 | -9.51 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 456 | -1.72 | 64 | 18.52 | ||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 13,714,110 | -15.90 | 1,931,770 | 1.54 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 128,156 | -1.60 | 18,052 | 18.80 | ||||
2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 霍斯金合伙人律师事务所 | 191,936 | -0.67 | 27,036 | 19.92 | ||||
2025-08-14 | 13F | 富国银行/百万 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-06 | 13F | 朝日生命资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 29,062 | -0.77 | 4,094 | 19.78 | ||||
2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 2,291 | -22.44 | 264 | -35.29 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 10,164 | -1.03 | 1,173 | -17.45 | ||||
2025-07-30 | 13F | 康纳斯投资者服务公司 | 172,437 | -20.81 | 24,289 | -4.37 | ||||
2025-08-04 | 13F | 尖峰财富管理 | 8,754 | -30.90 | 1,233 | -16.58 | ||||
2025-07-08 | 13F | 卡南代瓜国家银行和信托公司 | 23,768 | -11.47 | 3,348 | 6.86 | ||||
2025-05-09 | 13F | 戴维环球基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 45,100 | -2.80 | 6,353 | 17.35 | |||
2025-08-26 | NP | INCE - 富兰克林自由美国低波动率 ETF | 10,268 | -3.02 | 1,446 | 17.09 | ||||
2025-07-11 | 13F | 麋鹿河财富管理有限责任公司 | 49,662 | -1.08 | 6,995 | 19.43 | ||||
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 | 53,005 | -0.90 | 7,466 | 19.65 | ||||
2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 55,600 | -62.53 | 7,832 | -54.77 | ||||
2025-08-22 | NP | 可变保险产品基金 IV - 金融服务投资组合初始类别 | 55,200 | -2.65 | 7,775 | 17.54 | ||||
2025-08-14 | 13F | 头投资有限公司 | 1,687 | -9.01 | 238 | 9.72 | ||||
2025-05-30 | NP | MML 系列投资基金 - MML 基本价值基金 II 类 | 16,499 | -13.97 | 1,925 | -20.20 | ||||
2025-07-28 | NP | VSTIX - 股票指数基金 | 158,261 | -2.71 | 20,262 | -6.42 | ||||
2025-08-06 | 13F | 峰会财富集团有限责任公司 | 2,986 | -0.30 | 0 | |||||
2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 2,026 | -4.07 | 285 | 15.85 | ||||
2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 61 | -1.61 | 9 | 14.29 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 13,191 | -0.73 | 1,858 | 19.87 | ||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 85,837 | -16.46 | 12,091 | 0.86 | ||||
2025-07-09 | 13F | Krilogy金融有限责任公司 | 14,001 | -4.51 | 1,972 | 15.32 | ||||
2025-08-15 | 13F | 摩根士丹利 | 6,016,114 | -2.19 | 847,430 | 18.09 | ||||
2025-05-15 | 13F/A | 克利尔街有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | MBOX - 自由日股息 ETF | 21,966 | -2.40 | 3,094 | 17.87 | ||||
2025-07-29 | NP | VWUSX - 先锋美国成长基金投资者股票 | 904,371 | -37.99 | 115,787 | -40.36 | ||||
2025-07-17 | 13F | 拉扎里资本管理公司 | 4,978 | -8.61 | 701 | 10.39 | ||||
2025-08-13 | 13F | 韩国投资公司 | 945,678 | -9.68 | 133,208 | 9.05 | ||||
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 | 22,105 | -30.04 | 2,551 | -41.66 | ||||
2025-08-04 | 13F | B&l 资产管理有限公司 | 3,137 | -0.16 | 442 | 20.49 |