机构和基金投资人持股 - 卖家
此页面显示在上一个报告期内减持或平仓的机构、基金和大股东红色行表示平仓。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 8,783 | -11.99 | 947 | -20.24 | ||||
2025-08-14 | 13F | 专题财富顾问有限公司 | 2,163 | -4.04 | 233 | -13.06 | ||||
2025-08-11 | 13F | 塞拉资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | CTC有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | LMCG 投资有限公司 | 84,823 | -0.43 | 9,144 | -9.75 | ||||
2025-08-14 | 13F | 对称投资有限公司 | 24,497 | -45.00 | 2,641 | -50.16 | ||||
2025-05-08 | 13F | 塔克雷斯特资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | 联合银行 | 839,325 | -3.11 | 90 | -12.62 | ||||
2025-07-21 | 13F | 蒙兹哈克斯财富管理有限责任公司 | 14,295 | -0.72 | 1,541 | -9.99 | ||||
2025-08-14 | 13F | 盛德金融有限公司 | 1,878 | -1.88 | 202 | -11.01 | ||||
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 | 799,441 | -43.26 | 86,180 | -48.57 | ||||
2025-07-30 | 13F | 公民与北方公司 | 27,598 | -3.63 | 2,975 | -12.63 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | Put | 6,100 | -3.17 | 15 | -98.00 | |||
2025-05-15 | 13F/A | 克利尔街有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-05-15 | 13F | 两个西格玛证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 3,884 | -3.31 | 419 | -12.37 | ||||
2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 700,509 | -10.83 | 75,515 | -19.18 | ||||
2025-08-08 | 13F | 凯普斯通财务顾问公司 | 13,114 | -3.86 | 1,414 | -12.89 | ||||
2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 31,696 | -5.21 | 3,348 | -6.27 | ||||
2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 95,575 | -8.63 | 10,303 | -17.18 | ||||
2025-08-12 | 13F | 寻路金融有限责任公司 | 5,662 | -0.47 | 1 | |||||
2025-08-13 | 13F | 美德资本管理有限公司 | 9,601 | -49.19 | 1,035 | -53.98 | ||||
2025-07-22 | 13F | 渴望私人资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 20,449 | -4.87 | 2,204 | -13.77 | ||||
2025-08-12 | 13F | 北极星资产管理有限责任公司/新泽西州/ | 5,800 | -2.16 | 625 | -11.35 | ||||
2025-05-15 | 13F | 桥前资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 矩阵信托公司 | 21,482 | -7.09 | 2 | 0.00 | ||||
2025-06-25 | NP | RPGEX - T. Rowe Price 全球成长股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,151 | -56.89 | 1,917 | -57.37 | ||||
2025-08-11 | 13F | 文艺复兴集团有限公司 | 4,940 | -34.76 | 533 | -40.89 | ||||
2025-07-17 | 13F | 蒙蒂斯金融有限责任公司 | 5,948 | -7.54 | 641 | -16.21 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 3,506,254 | -3.44 | 377,979 | -12.48 | ||||
2025-08-06 | 13F | 马斯卡尼财富管理有限公司 | 8,618 | -0.21 | 929 | -9.64 | ||||
2025-07-10 | 13F | 汤普金斯金融公司 | 164,610 | -5.20 | 17,745 | -14.07 | ||||
2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 264,388 | -4.90 | 28,501 | -13.80 | ||||
2025-07-23 | 13F | 金融生活顾问 | 2,215 | -11.54 | 239 | -19.87 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ariadne财富管理有限公司 | 1,879 | -9.23 | 202 | -9.01 | ||||
2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 21,676 | -5.83 | 2,337 | -14.65 | ||||
2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 5,104 | -3.63 | 550 | -12.56 | ||||
2025-08-12 | 13F | 遗产信托公司 | 62,011 | -2.63 | 6,685 | -11.74 | ||||
2025-08-05 | 13F | 亨特联合投资管理有限公司 | 44,691 | -7.84 | 5 | -20.00 | ||||
2025-07-11 | 13F | 阿迪朗达克信托公司 | 23,607 | -0.45 | 2,545 | -9.79 | ||||
2025-08-08 | 13F | eCIO公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 德美银行 | 80,796 | -0.27 | 8,710 | -9.60 | ||||
2025-08-26 | NP | JAVA - 摩根大通活跃价值 ETF | 332,077 | -16.84 | 35,798 | -24.62 | ||||
2025-07-21 | 13F | 库存银行和信托公司 | 258,378 | -3.05 | 27,853 | -12.12 | ||||
2025-07-11 | 13F | Ttp 投资公司 | 34,984 | -1.72 | 3,771 | -10.91 | ||||
2025-07-30 | 13F | Argonautica私人财富管理公司 | 22,008 | -6.08 | 2,372 | -14.86 | ||||
2025-08-01 | 13F | 战略金融服务公司, | 21,105 | -5.75 | 2,275 | -14.57 | ||||
2025-08-27 | NP | Nuveen S&p 500 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,939 | -47.54 | 1,718 | -52.45 | ||||
2025-06-25 | NP | FXN - First Trust Energy 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 | 89,079 | -23.67 | 9,409 | -24.52 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 23,326 | -16.55 | 2,550 | -23.43 | ||||
2025-08-19 | 13F | 霍希默财富管理有限公司 | 46,841 | -2.67 | 5,049 | -11.78 | ||||
2025-08-06 | 13F | 贸易风有限责任公司。 | 4,781 | -70.10 | 515 | -72.91 | ||||
2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 129,646 | -2.85 | 13,263 | -10.73 | ||||
2025-07-03 | 13F | 城市中心顾问有限公司 | 3,476 | -32.39 | 375 | -38.79 | ||||
2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 5,886 | -6.82 | 635 | -15.58 | ||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 446,755 | -4.68 | 48,172 | -13.56 | ||||
2025-08-05 | 13F | 苏兹伯格资本顾问公司 | 2,926 | -0.34 | 315 | -9.74 | ||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 310,425 | -6.53 | 33,465 | -15.27 | ||||
2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 99,893 | -4.88 | 10,768 | -13.79 | ||||
2025-08-11 | 13F | 指导点顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 44,751 | -1.12 | 4,824 | -10.37 | ||||
2025-08-27 | NP | TLLVX - 大盘价值基金 | 16,014 | -19.79 | 1,726 | -27.30 | ||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 85,172 | -48.86 | 9,181 | -53.65 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 6,184 | -2.41 | 667 | -11.55 | ||||
2025-08-11 | 13F | 塔桥顾问 | 99,336 | -2.34 | 10,708 | -11.47 | ||||
2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,453 | -3.26 | 1,274 | -11.17 | ||||
2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 5,994 | -2.50 | 646 | -11.63 | ||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 176,724 | -14.54 | 19,051 | -22.54 | ||||
2025-07-28 | NP | VCAAX - 资产配置基金 | 15,503 | -15.63 | 1,586 | -22.49 | ||||
2025-08-05 | 13F | 诚信金融公司/西澳 | 2,294 | -0.39 | 247 | -9.52 | ||||
2025-08-29 | NP | NETZ - 1 号引擎变革气候 ETF | 69,488 | -28.20 | 7,758 | -24.12 | ||||
2025-07-14 | 13F | 韦斯滕德资本管理有限责任公司 | 10,968 | -6.80 | 1,182 | -15.51 | ||||
2025-08-08 | 13F | 戴维斯精选顾问 | 2,066 | -99.01 | 223 | -98.82 | ||||
2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 41,971 | -0.78 | 4,524 | -10.06 | ||||
2025-07-18 | 13F | 第一太平金融 | 659 | -35.33 | 71 | -41.32 | ||||
2025-07-22 | 13F | 红龟有限责任公司 | 899 | -1.21 | 97 | -11.11 | ||||
2025-08-14 | 13F | 都铎金融公司 | 9,300 | -3.28 | 1,003 | -12.34 | ||||
2025-08-12 | 13F | 毕宿五资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 6,675 | -38.07 | 71,956 | -43.86 | |||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 35,142 | -27.86 | 3,712 | -28.66 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 5,644,181 | -32.81 | 608,443 | -39.09 | ||||
2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 1,305 | -2.90 | 141 | -11.95 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 7,841 | -48.46 | 84,526 | -53.28 | |||
2025-08-05 | 13F | 美国资产投资管理有限公司 | 410,000 | -8.89 | 44,198 | -17.41 | ||||
2025-07-14 | 13F | 克鲁资本管理有限公司 | 6,531 | -2.42 | 704 | -11.56 | ||||
2025-07-10 | 13F | 三角证券财富管理 | 43,875 | -7.74 | 4,730 | -16.39 | ||||
2025-07-30 | 13F | 亚当斯自然资源基金公司 | 1,337,255 | -1.22 | 144,156 | -10.46 | ||||
2025-08-13 | 13F | 丰业资本公司 | 239,288 | -10.42 | 25,794 | -18.81 | ||||
2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 262,728 | -21.02 | 27,752 | -21.91 | ||||
2025-08-19 | 13F | 财富集团有限公司 | 3,113 | -67.29 | 0 | -100.00 | ||||
2025-07-30 | NP | SOAEX - 美国精神能源基金 A 级 | 59,689 | -17.14 | 6,106 | -23.87 | ||||
2025-08-26 | NP | UDIV - 富兰克林 LibertyQ 全球股息 ETF | 5,720 | -5.08 | 617 | -13.97 | ||||
2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 5,700 | -24.00 | 583 | -30.10 | ||||
2025-07-17 | 13F | HCR 财富顾问 | 20,729 | -0.13 | 2,235 | -9.48 | ||||
2025-08-14 | 13F | 沙山全球顾问有限公司 | 15,544 | -0.51 | 1,676 | -9.85 | ||||
2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 地理财富管理有限责任公司 | 12,627 | -12.59 | 1,361 | -20.78 | ||||
2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 2,132 | -57.00 | 225 | -57.47 | ||||
2025-06-06 | NP | CCOR - 核心另类 ETF | 14,070 | -21.16 | 1,486 | -22.04 | ||||
2025-08-15 | 13F | 奥西尔资产管理公司 | 12,885 | -0.03 | 1,389 | -9.33 | ||||
2025-04-30 | 13F | 指数基金顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Krs资本管理有限公司 | 9,053 | -6.71 | 976 | -15.51 | ||||
2025-08-12 | 13F | 联合银行 | 522,657 | -0.16 | 56,342 | -9.50 | ||||
2025-08-14 | 13F | 古德温投资咨询 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 流利金融有限责任公司 | 3,458 | -1.03 | 373 | -10.36 | ||||
2025-06-03 | 13F/A | 奥马哈第一国民银行 | 88,489 | -23.14 | 10,524 | -8.58 | ||||
2025-08-05 | 13F | 古尔德资产管理有限公司 /ca/ | 9,771 | -0.39 | 1,053 | -9.69 | ||||
2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 7,146 | -3.77 | 770 | -12.80 | ||||
2025-07-23 | 13F | 德塔鲁斯顾问有限责任公司 | 4,511 | -1.53 | 486 | -10.66 | ||||
2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 4,658 | -82.83 | 502 | -84.43 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 7,642 | -4.42 | 824 | -13.37 | ||||
2025-08-06 | 13F | Axim 规划与财富 | 2,200 | -1.48 | 237 | -10.57 | ||||
2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 19,460 | -1.17 | 2,098 | -10.42 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林 VolSmart 分配 VIP 基金 2 级 | 2,753 | -8.14 | 297 | -16.85 | ||||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 56,847 | -4.27 | 6,128 | -13.23 | ||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 26,991 | -12.36 | 3,210 | -3.08 | ||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 6,843 | -13.86 | 738 | -21.93 | ||||
2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 6,987 | -4.41 | 753 | -13.35 | ||||
2025-05-08 | 13F | 主权投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 31,334 | -4.70 | 3 | 0.00 | ||||
2025-07-17 | 13F | 华盛顿资本管理公司 | 5,655 | -1.31 | 610 | -10.57 | ||||
2025-07-30 | 13F | OMC 金融服务有限公司 | 8,262 | -0.24 | 891 | -9.55 | ||||
2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 163,333 | -0.95 | 17,607 | -10.22 | ||||
2025-08-04 | 13F | GAM控股公司 | 125,879 | -8.25 | 13,570 | -16.84 | ||||
2025-07-23 | NP | EIPI - FT 能源收入合作伙伴增强收入 ETF | 241,038 | -6.65 | 24,658 | -14.22 | ||||
2025-07-30 | 13F | Axecap 投资有限责任公司 | 3,641 | -0.08 | 392 | -9.47 | ||||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 178,676 | -0.33 | 19,261 | -9.66 | ||||
2025-08-06 | 13F | 长期财富顾问有限责任公司 | 11,544 | -13.99 | 1,244 | -22.06 | ||||
2025-08-13 | 13F | ESL 信托服务有限责任公司 | 2,864 | -2.42 | 309 | -11.75 | ||||
2025-07-29 | 13F | Ifrah 金融服务公司 | 4,285 | -18.05 | 462 | -25.76 | ||||
2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 1,875 | -0.32 | 202 | -9.42 | ||||
2025-08-27 | NP | Nuveen 核心股票阿尔法基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,330 | -8.44 | 1,006 | -17.01 | ||||
2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 342,556 | -2.24 | 35,043 | -10.17 | ||||
2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 7,532 | -18.73 | 812 | -26.41 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 5,703 | -3.45 | 615 | -12.54 | ||||
2025-08-04 | 13F | Lm Kohn 公司 | 17,534 | -3.77 | 1,890 | -12.74 | ||||
2025-08-14 | 13F | Aventail 资本集团有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 富腾金融集团有限公司 | 2,181 | -69.15 | 235 | -72.02 | ||||
2025-08-12 | 13F | RPG 投资咨询有限责任公司 | 3,542 | -49.70 | 382 | -54.48 | ||||
2025-07-31 | 13F | 镇流器顾问有限公司 | 6,424 | -0.65 | 693 | -10.01 | ||||
2025-07-11 | 13F | 林肯资本有限责任公司 | 7,270 | -13.38 | 784 | -13.77 | ||||
2025-07-16 | 13F | 瓦利琴蒂咨询服务公司 | 6,816 | -3.02 | 1 | |||||
2025-08-26 | NP | BVOIX - Barrow Hanley 美国价值机会基金机构股份 | 18,049 | -2.27 | 1,946 | -11.43 | ||||
2025-06-26 | NP | DFEOX - 美国核心股票 1 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,572,192 | -0.88 | 377,331 | -1.99 | ||||
2025-07-09 | 13F | 巴伦金融集团有限责任公司 | 6,645 | -0.37 | 716 | -9.71 | ||||
2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不适用 | 17,820 | -2.40 | 1,921 | -11.56 | ||||
2025-08-01 | 13F | 达美投资管理有限责任公司 | 12,927 | -23.58 | 1,393 | -30.73 | ||||
2025-08-13 | 13F | 北伯克利财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 摄政资本管理公司\DE | 2,706 | -3.56 | 292 | -12.61 | ||||
2025-07-21 | 13F | 金融委员会资产管理公司 | 18,474 | -5.03 | 1,991 | -13.92 | ||||
2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 358,129 | -28.62 | 38,606 | -35.30 | ||||
2025-07-24 | 13F | 维莱尔圣丹尼斯 J & Co 有限公司 | 7,998 | -3.62 | 862 | -12.58 | ||||
2025-07-24 | 13F | 莫斯利投资管理公司 | 6,386 | -0.98 | 688 | -10.18 | ||||
2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 16,066 | -5.89 | 1,732 | -14.73 | ||||
2025-07-29 | NP | CLSE - 融合多/空股票 ETF | 5,499 | -34.54 | 563 | -43.23 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 192,382 | -46.07 | 20,739 | -50.14 | ||||
2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 多尼资产管理公司/ca | 55,713 | -0.63 | 6 | 0.00 | ||||
2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | Put | 20,500 | -52.21 | 2,210 | -56.70 | |||
2025-07-16 | 13F | 猎鹰财富规划 | 4,039 | -11.97 | 435 | -20.18 | ||||
2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | 3,886 | -73.69 | 419 | -76.20 | ||||
2025-08-14 | 13F | LRT 资本管理有限责任公司 | 24,863 | -26.68 | 2,680 | -33.53 | ||||
2025-07-09 | 13F | 网关投资顾问有限公司 | 836,050 | -7.97 | 90,126 | -16.58 | ||||
2025-08-12 | 13F | 库克财富管理集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -83,952 | 293.29 | -9,050 | 256.58 | |||
2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 6,556 | -2.83 | 707 | -11.97 | ||||
2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 17,632 | -3.32 | 1,862 | -4.41 | ||||
2025-07-01 | 13F | Legacy Wealth Management,有限责任公司/MS | 14,275 | -34.30 | 1,539 | -40.46 | ||||
2025-07-29 | 13F | 斯普伦资本管理公司 | 4,687 | -0.11 | 505 | -9.50 | ||||
2025-07-28 | NP | VCGAX - 成长与收益基金 | 40,001 | -5.23 | 4,092 | -12.92 | ||||
2025-07-23 | 13F | 资产管理中心有限责任公司 | 4,098 | -0.46 | 433 | -11.45 | ||||
2025-09-04 | 13F | 荷兰银行投资解决方案 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | Nichols & Pratt Advisers Llp /ma | 76,439 | -0.52 | 8,240 | -9.83 | ||||
2025-07-17 | 13F | 埃文代尔财富管理 | 5,147 | -17.61 | 555 | -25.34 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 99,899 | -75.27 | 10,769 | -77.59 | ||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 496,982 | -11.75 | 53,575 | -20.01 | ||||
2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 2,678 | -2.51 | 289 | -11.66 | ||||
2025-08-13 | 13F | Fi3 财务顾问有限责任公司 | 7,296 | -3.58 | 787 | -12.57 | ||||
2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 塞伊投资公司 | 1,302,325 | -4.36 | 140,390 | -13.31 | ||||
2025-08-01 | 13F | 规划方向公司 | 4,258 | -5.21 | 459 | -14.23 | ||||
2025-08-12 | 13F | 关闭资产管理有限公司 | 48,238 | -3.16 | 5 | 0.00 | ||||
2025-05-09 | 13F | 元素足尖顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 180,421 | -0.71 | 19,449 | -10.00 | ||||
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 | 2,772,300 | -3.07 | 292,838 | -4.16 | ||||
2025-05-12 | 13F | 顾问集团控股公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-11 | 13F | 布伦德尔财务顾问有限责任公司 | 17,112 | -65.52 | 2 | -80.00 | ||||
2025-07-29 | 13F | 财务顾问有限责任公司 | 20,640 | -2.54 | 2,225 | -11.68 | ||||
2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 70 | -88.22 | 8 | -90.00 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Call | 390,100 | -32.57 | 42,053 | -38.88 | |||
2025-08-07 | 13F | 米德资产管理公司 | 44,681 | -54.14 | 4,817 | -58.44 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | Put | 1,034,100 | -35.23 | 111,476 | -41.29 | |||
2025-08-11 | 13F | 霍普伍德金融服务公司 | 47,133 | -0.21 | 5,081 | -9.56 | ||||
2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -179,444 | 129.57 | -19,344 | 108.09 | |||
2025-08-01 | 13F | Equita 金融网络公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 股息机会基金 3 级 | 311,700 | -5.09 | 33,601 | -13.97 | ||||
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 | 14,590 | -9.73 | 1,573 | -18.21 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 34,041 | -2.84 | 3,670 | -11.93 | ||||
2025-07-07 | 13F | 洞察财富策略有限责任公司 | 15,761 | -0.88 | 1,722 | -8.99 | ||||
2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 46,588 | -33.72 | 5,022 | -39.91 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 1,423,791 | -34.02 | 153,485 | -40.19 | ||||
2025-08-14 | 13F | 原子金融集团有限公司 | 50,940 | -9.56 | 5,491 | -18.02 | ||||
2025-08-11 | 13F | 王国金融集团有限责任公司。 | 1,976 | -75.34 | 213 | -77.75 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 800,200 | -17.62 | 86,238 | -25.35 | |||
2025-08-07 | 13F | 阿伯信托财富顾问有限公司 | 7,911 | -9.87 | 853 | -18.31 | ||||
2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 196,844 | -7.65 | 20,793 | -8.69 | ||||
2025-07-24 | 13F | 祖洛投资集团有限公司 | 6,586 | -54.35 | 710 | -58.60 | ||||
2025-08-13 | 13F | 殖民地信托顾问公司 | 21,983 | -1.44 | 2,370 | -10.67 | ||||
2025-07-16 | 13F | 第一美国银行 | 150,849 | -0.40 | 16,262 | -9.73 | ||||
2025-07-22 | 13F | 沿海投资顾问公司 | 5,882 | -23.56 | 634 | -30.71 | ||||
2025-08-07 | 13F | 第1620章 | 5,462 | -0.58 | 589 | -9.95 | ||||
2025-05-09 | 13F | 银海岸投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 108,258 | -1.56 | 11,670 | -10.77 | ||||
2025-08-08 | 13F | 艾伯塔省投资管理公司 | 64,832 | -70.11 | 6,989 | -72.91 | ||||
2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 164,734 | -9.43 | 17,401 | -10.45 | ||||
2025-07-23 | 13F | LifeSteps 金融公司 | 12,481 | -2.83 | 1,345 | -11.92 | ||||
2025-08-13 | 13F | 城镇广场资本有限公司 | 25,823 | -90.85 | 2,784 | -91.71 | ||||
2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 27,320 | -1.51 | 2,945 | -10.73 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 96,447 | -4.75 | 10,397 | -13.67 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 2,202,820 | -0.87 | 237,464 | -10.15 | ||||
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 | 136,375 | -34.93 | 14,701 | -41.02 | ||||
2025-04-22 | 13F | 伊斯兰教投资组合公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-06 | 13F | 九点合伙人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 2,419,418 | -0.07 | 260,813 | -9.42 | ||||
2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 7,793,152 | -10.49 | 840,102 | -18.87 | ||||
2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 52,205 | -5.33 | 5,628 | -14.20 | ||||
2025-08-04 | 13F | 约瑟夫·P·露西亚联合有限责任公司 | 2,126 | -3.32 | 229 | -12.26 | ||||
2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 17,833 | -11.75 | 1,922 | -20.02 | ||||
2025-08-01 | 13F | SYM金融公司 | 9,955 | -4.54 | 1,073 | -13.47 | ||||
2025-07-18 | 13F | 联合银行 | 59,859 | -8.36 | 6,453 | -16.94 | ||||
2025-08-01 | 13F | JDH 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 传统财富管理有限责任公司 | 10,558 | -1.14 | 1,138 | -10.39 | ||||
2025-07-25 | NP | CFIAX - 哥伦比亚灵活资本收益基金 A 类 | 140,000 | -20.00 | 14,322 | -26.49 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 14,040 | -19.48 | 1,514 | -27.01 | ||||
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 | 150,100 | -59.60 | 16,181 | -63.38 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | 760,595 | -1.68 | 81,992 | -10.88 | ||||
2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 8,782 | -34.53 | 947 | -40.69 | ||||
2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 交叉员工投资公司 | 9,662 | -2.64 | 1,042 | -11.78 | ||||
2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 橡树资产管理有限公司 | 16,104 | -0.92 | 1,736 | -10.19 | ||||
2025-08-13 | 13F | 卡里街合伙金融有限责任公司 | 131,610 | -1.49 | 14,188 | -10.71 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 71,094 | -1.50 | 7,664 | -10.72 | ||||
2025-04-02 | 13F/A | 产业联盟投资管理公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 204,911 | -1.65 | 22,089 | -10.86 | ||||
2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 905,639 | -42.91 | 97,628 | -48.25 | ||||
2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,375 | -20.80 | 462 | -21.69 | ||||
2025-06-30 | NP | COWZ - Pacer 美国现金牛 100 ETF | 4,168,585 | -9.79 | 440,328 | -10.80 | ||||
2025-08-14 | 13F | Novus 顾问有限公司 | 4,801 | -28.72 | 518 | -35.46 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 618 | -91.76 | 67 | -92.49 | ||||
2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 87,961 | -2.34 | 9,482 | -11.47 | ||||
2025-08-12 | 13F | Intellus 顾问有限公司 | 14,629 | -49.79 | 1,577 | -54.50 | ||||
2025-07-30 | 13F | 菲利普斯金融管理有限公司 | 2,368 | -5.09 | 255 | -13.85 | ||||
2025-08-14 | NP | FLMFX - MUIRFIELD FUND 零售类 | 15,836 | -67.33 | 1,707 | -70.39 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 63,542 | -8.28 | 6,850 | -16.87 | ||||
2025-07-18 | 13F | 唐纳德·L·哈根有限责任公司 | 8,481 | -4.50 | 914 | -13.45 | ||||
2025-07-29 | 13F | S-Bank基金管理有限公司 | 32,000 | -26.70 | 3,450 | -33.57 | ||||
2025-07-23 | 13F | 湖滨顾问公司 | 13,577 | -6.84 | 1,464 | -15.58 | ||||
2025-07-28 | 13F | Eq 财富顾问有限公司 | 3,346 | -1.01 | 361 | -10.45 | ||||
2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 11,101 | -1.71 | 1,197 | -10.95 | ||||
2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 12,254 | -2.44 | 1,321 | -11.59 | ||||
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 | 722,500 | -21.14 | 77,886 | -28.52 | ||||
2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 386,317 | -8.71 | 39,520 | -16.12 | ||||
2025-07-24 | NP | BACIX - 贝莱德全盘能源和资源投资组合机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 507,982 | -1.57 | 51,967 | -9.56 | ||||
2025-07-25 | 13F | 超越资本集团有限责任公司 | 3,303 | -35.64 | 356 | -41.64 | ||||
2025-07-21 | 13F | Credential证券公司 | 9,004 | -5.42 | 746 | 4.93 | ||||
2025-08-13 | 13F | Wrenne 财务规划有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 重要财富合作伙伴有限责任公司 | 3,740 | -0.35 | 403 | -9.64 | ||||
2025-08-14 | 13F | 犹他州退休系统 | 721,293 | -0.95 | 77,755 | -10.22 | ||||
2025-08-11 | 13F | YD摩尔投资有限公司 | 3,657 | -56.97 | 396 | -60.79 | ||||
2025-08-08 | 13F | 美好生活顾问有限责任公司 | 46,168 | -1.49 | 4,977 | -10.71 | ||||
2025-07-03 | 13F | 南方信托公司 | 14,086 | -1.89 | 1,518 | -11.07 | ||||
2025-06-25 | NP | SHAPX - ClearBridge 增值基金 A 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,112,536 | -0.78 | 117,517 | -1.90 | ||||
2025-08-13 | 13F | 哈弗福德信托公司 | 139,521 | -0.59 | 15,040 | -9.89 | ||||
2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 6,030 | -58.70 | 617 | -58.74 | ||||
2025-05-14 | 13F | 直线集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 战略蓝图有限责任公司 | 63,903 | -26.66 | 6,889 | -33.53 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 1,393,942 | -0.75 | 150,267 | -10.04 | ||||
2025-07-10 | 13F | 选择性财富管理公司 | 11,143 | -14.31 | 1,268 | -5.44 | ||||
2025-04-09 | 13F | 赛威资产管理 | 2,400 | -20.66 | 285 | -12.31 | ||||
2025-08-01 | 13F | 詹姆斯投资研究公司 | 28,853 | -1.77 | 3,110 | -10.96 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 606,917 | -2.90 | 65,426 | -11.99 | ||||
2025-07-16 | 13F | 美国国家银行 | 66,744 | -1.96 | 7,195 | -11.13 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | Put | 57,500 | -13.53 | 6,198 | -21.62 | |||
2025-08-13 | 13F | 卡尔森资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | WMKGX - WesMark 成长基金 | 16,518 | -61.25 | 1,781 | -64.88 | ||||
2025-08-13 | 13F | 纽约州共同退休基金 | 4,602,545 | -2.99 | 496 | -12.06 | ||||
2025-08-14 | 13F | Optiver控股有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-27 | NP | ERX - Direxion 每日能源牛市 3 倍股票 | 299,148 | -23.84 | 31,599 | -24.69 | ||||
2025-07-30 | 13F | 克鲁顾问有限责任公司 | 23,591 | -1.88 | 2,543 | -11.05 | ||||
2025-06-24 | NP | GUNR - FlexShares 晨星全球上游自然资源指数基金 | 2,086,795 | -7.81 | 220,428 | -8.85 | ||||
2025-08-11 | 13F | Sharpepoint 有限责任公司 | 10,082 | -0.25 | 1,087 | -0.82 | ||||
2025-07-31 | 13F | Blake Schutter Theil 财富顾问有限责任公司 | 5,089 | -33.83 | 549 | -40.04 | ||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 54,335 | -0.63 | 5,857 | -9.92 | ||||
2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 306,896 | -0.46 | 33,083 | -9.77 | ||||
2025-08-26 | 13F | 鹦鹉螺顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 7,147 | -11.96 | 770 | -20.21 | ||||
2025-08-12 | 13F | 克拉保险企业控股有限公司 | 262 | -12.08 | 0 | |||||
2025-07-22 | 13F | 斯特里德集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 11,959 | -0.31 | 1,289 | -9.61 | ||||
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 | 95,039 | -24.06 | 10,245 | -31.16 | ||||
2025-08-07 | 13F | AllGen 财务顾问公司 | 6,894 | -55.32 | 743 | -59.51 | ||||
2025-07-29 | 13F | 向量研究管理有限责任公司 | 28,378 | -0.84 | 3,059 | -10.11 | ||||
2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 10,731 | -20.39 | 1,157 | -27.89 | ||||
2025-07-18 | 13F | 明智财富管理公司 | 1,911 | -1.75 | 206 | -11.26 | ||||
2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 40,491 | -6.47 | 4,365 | -15.23 | ||||
2025-08-26 | NP | PNEAX-Virtus NFJ 股息价值基金 A | 97,349 | -4.42 | 10,494 | -13.36 | ||||
2025-07-21 | 13F | Ameriflex 集团公司 | 6,865 | -54.15 | 755 | -57.58 | ||||
2025-08-13 | 13F | 纳夫有限公司 | 62,953 | -3.15 | 6,786 | -12.21 | ||||
2025-07-15 | 13F | 财富效应有限公司 | 11,203 | -7.82 | 1,208 | -16.47 | ||||
2025-08-28 | NP | STFBX - State Farm 平衡基金 | 26,100 | -7.77 | 2,814 | -7.77 | ||||
2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 15,444 | -7.33 | 1,665 | -16.00 | ||||
2025-08-07 | 13F | 维鲁斯资本合伙公司 | 47,166 | -7.75 | 5,085 | -16.38 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 3,738 | -18.74 | 403 | -26.51 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 641 | -72.28 | 69 | -74.82 | ||||
2025-07-16 | 13F | 重新平衡有限公司 | 2,734 | -7.88 | 295 | -16.48 | ||||
2025-07-23 | 13F | 戈德西和吉布事务所 | 50,046 | -0.73 | 5,395 | -10.03 | ||||
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 | 1,980,000 | -16.81 | 213,444 | -24.59 | ||||
2025-07-21 | 13F | Verus 金融合作伙伴公司 | 9,550 | -5.08 | 1,087 | 4.73 | ||||
2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 9,598 | -12.43 | 1,035 | -20.71 | ||||
2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 126,110 | -0.70 | 14 | -13.33 | ||||
2025-07-31 | 13F | 奥尔投资有限责任公司 | 4,023 | -1.45 | 434 | 0.46 | ||||
2025-08-06 | 13F | 自律投资者有限责任公司 | 7,673 | -3.51 | 827 | -12.49 | ||||
2025-08-12 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | CMT 资本市场交易有限公司 | Put | 32,100 | -50.99 | 3 | -57.14 | |||
2025-08-18 | 13F | 新咨询服务有限责任公司 | 3,404 | -11.77 | 367 | -20.09 | ||||
2025-07-29 | 13F | 尼科尔森财富管理集团有限责任公司 | 7,475 | -2.64 | 806 | -11.83 | ||||
2025-08-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-12 | 13F | 维维集团有限公司 | 17,476 | -0.18 | 1,884 | -9.56 | ||||
2025-08-15 | 13F | 库克森财富有限责任公司 | 1,005 | -48.93 | 108 | -52.63 | ||||
2025-05-22 | NP | GVALX - Gotham 大价值基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 加德纳刘易斯资产管理公司 | 36,480 | -31.01 | 3,933 | -37.48 | ||||
2025-07-11 | 13F | Afg 信托服务有限合伙企业 | 9,648 | -0.65 | 1,054 | 2.53 | ||||
2025-08-06 | 13F | 友邦保险集团有限公司 | 89,518 | -10.99 | 9,650 | -19.32 | ||||
2025-07-15 | 13F | Bfsg 有限公司 | 65,933 | -0.93 | 7,108 | -10.20 | ||||
2025-07-17 | 13F | 仅收费财务规划,LC | 6,017 | -3.22 | 649 | -12.31 | ||||
2025-07-11 | 13F | 凯丹财富管理公司 | 4,594 | -1.42 | 495 | -10.65 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 30,385 | -2.37 | 3,276 | -11.51 | ||||
2025-07-28 | 13F | 忠利资产管理有限公司 | 179,126 | -1.38 | 19,310 | -10.61 | ||||
2025-07-08 | 13F | 阿特拉斯·布朗公司 | 45,336 | -0.05 | 4,887 | -9.40 | ||||
2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 3,923,128 | -5.67 | 414,400 | -6.73 | ||||
2025-07-30 | 13F | 帕西恩私人财富有限责任公司 | 7,683 | -29.15 | 828 | -35.76 | ||||
2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 717 | -94.40 | 77 | -94.40 | ||||
2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 10,079 | -4.84 | 1,117 | -1.85 | ||||
2025-07-09 | 13F | 雷耶斯金融架构有限公司 | 4,919 | -5.68 | 530 | -14.52 | ||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 304,314 | -3.40 | 32,805 | -12.44 | ||||
2025-08-04 | 13F | 4wealth 顾问公司 | 3,942 | -0.20 | 425 | -9.59 | ||||
2025-07-16 | 13F | 钻石资产管理公司 | 12,612 | -3.07 | 1,360 | -12.15 | ||||
2025-07-22 | 13F/A | 邓肯·威廉姆斯资产管理有限责任公司 | 7,280 | -3.75 | 785 | -12.79 | ||||
2025-07-29 | 13F | 贸易风资本管理有限公司 | 13,528 | -9.97 | 1,458 | -18.41 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 42,710 | -1.70 | 4,604 | -10.90 | ||||
2025-07-10 | 13F | 管理顾问有限责任公司 | 2,815 | -9.40 | 303 | -17.89 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 2,190,000 | -15.86 | 236,082 | -23.73 | |||
2025-05-15 | 13F | 协和资产管理有限责任公司 | 6,328 | -4.68 | 675 | -5.60 | ||||
2025-07-31 | 13F | 施耐德唐斯财富管理顾问有限合伙人 | 16,070 | -0.02 | 1,732 | -9.37 | ||||
2025-08-05 | 13F | 梅克斯勒投资管理有限公司 | 3,060 | -5.70 | 330 | -14.55 | ||||
2025-08-07 | 13F/A | 艾勒森集团公司 /adv | 31,130 | -20.39 | 3,356 | -27.85 | ||||
2025-07-24 | 13F | 范德波尔投资有限责任公司 | 2,527 | -2.96 | 272 | -11.97 | ||||
2025-08-05 | 13F | EPG财富管理有限责任公司 | 6,777 | -16.85 | 731 | -24.66 | ||||
2025-08-26 | NP | AUUYX - AB精选美国股票投资组合顾问级别 | 38,609 | -5.13 | 4,162 | -14.01 | ||||
2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 76,507 | -19.33 | 8,081 | -20.24 | ||||
2025-08-14 | 13F | 高盛集团公司 | 24,643,009 | -0.43 | 2,656,516 | -9.75 | ||||
2025-07-21 | 13F | Keb资产管理有限公司 | 12,379 | -0.20 | 1,334 | -9.56 | ||||
2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 1,414,447 | -0.89 | 152,477 | -10.17 | ||||
2025-07-24 | NP | FXAIX - 富达 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,919,079 | -0.23 | 5,618,222 | -8.32 | ||||
2025-07-14 | 13F | 边缘财富管理有限责任公司 | 140,878 | -2.59 | 15,200 | -11.63 | ||||
2025-07-29 | 13F | 纪律投资有限责任公司 | 9,807 | -0.47 | 1,057 | -9.74 | ||||
2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 3,354 | -40.42 | 362 | -46.04 | ||||
2025-04-16 | 13F | 新世纪金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 110,827 | -14.53 | 11,947 | -22.53 | ||||
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 | 23,532 | -68.78 | 2,537 | -71.71 | ||||
2025-07-28 | NP | DIG - ProShares Ultra 石油和天然气 | 114,698 | -9.62 | 11,734 | -16.95 | ||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 3,416,934 | -10.03 | 368,345 | -18.45 | ||||
2025-08-25 | NP | KNGZ - 美国股票股息选择 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,474 | -0.94 | 374 | -10.31 | ||||
2025-06-18 | NP | RAZAX - 多元资产增长策略基金A类 | 8,358 | -4.95 | 883 | -6.07 | ||||
2025-08-11 | 13F | 约翰逊金融集团有限责任公司 | 8,829 | -5.34 | 952 | -14.25 | ||||
2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 58,023 | -1.53 | 6,901 | -1.53 | ||||
2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 13,360 | -8.12 | 1,440 | -16.71 | ||||
2025-08-11 | 13F | LSV资产管理 | 2,242,452 | -8.27 | 242 | -16.90 | ||||
2025-08-12 | 13F | 雅可比资本管理有限责任公司 | 51,357 | -4.06 | 5,536 | -13.04 | ||||
2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 8,008 | -0.88 | 863 | -10.10 | ||||
2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 17,208 | -3.13 | 1,855 | -12.17 | ||||
2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 164,927 | -3.62 | 17,779 | -12.64 | ||||
2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 294 | -2.33 | 35 | 6.25 | ||||
2025-08-05 | 13F | TSFG有限公司 | 12,472 | -0.46 | 1 | 0.00 | ||||
2025-07-18 | 13F | 邮政银行资产管理公司 | 7,382 | -10.12 | 796 | -18.55 | ||||
2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 119,335 | -3.98 | 12,864 | -12.97 | ||||
2025-08-04 | 13F | KLCM 顾问公司 | 38,479 | -1.97 | 4,148 | -11.14 | ||||
2025-08-05 | 13F | 塔夫顿资本管理公司 | 82,421 | -8.95 | 9 | -99.93 | ||||
2025-08-29 | NP | DRLL - Strive 美国能源 ETF | 547,214 | -9.65 | 58,990 | -18.11 | ||||
2025-07-23 | 13F | Veritas 投资伙伴(英国)有限公司 | 1,900 | -28.03 | 205 | -35.03 | ||||
2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 12,882 | -7.32 | 1,389 | -16.03 | ||||
2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 466,278 | -0.09 | 50,265 | -9.44 | ||||
2025-07-31 | 13F | 汉隆投资管理有限公司 | 3,146 | -5.61 | 339 | -14.39 | ||||
2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 3,513 | -4.75 | 379 | -13.70 | ||||
2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 45,436 | -8.17 | 4,799 | -9.20 | ||||
2025-08-04 | 13F | 财富管理协会有限公司 | 26,188 | -1.03 | 2,823 | -10.30 | ||||
2025-08-13 | 13F | 新斯科舍银行 | 478,348 | -5.31 | 51,566 | -14.17 | ||||
2025-07-25 | 13F | 明思投资有限公司 | 31,733 | -0.40 | 3,421 | -9.71 | ||||
2025-08-08 | 13F | 金融引力公司 | 8,556 | -1.02 | 922 | -0.75 | ||||
2025-07-16 | 13F | Meridian 投资顾问公司 | 11,388 | -1.05 | 1,228 | -10.31 | ||||
2025-07-09 | 13F | 凯旋资本管理公司 | 2,176 | -0.68 | 235 | -10.00 | ||||
2025-07-28 | 13F | 速递资本有限公司 | 81,064 | -2.69 | 8,739 | -11.80 | ||||
2025-08-12 | 13F | 摩根大通公司 | 94,709,527 | -0.74 | 10,209,687 | -10.03 | ||||
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 | 380,781 | -1.08 | 41,048 | -0.68 | ||||
2025-07-30 | 13F | 海湾国际银行(英国)有限公司 | 224,924 | -10.81 | 24 | -17.24 | ||||
2025-06-25 | NP | ICPAX - 诚信中北美资源基金,A 类 | 50,000 | -16.67 | 5,282 | -17.60 | ||||
2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 37,251 | -3.29 | 4,016 | -12.34 | ||||
2025-04-22 | 13F | Fishman Jay A 有限公司/mi | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 阿卡迪亚投资管理公司/mi | 2,313 | -67.66 | 249 | -70.71 | ||||
2025-08-15 | 13F | CTC有限公司 | Call | 54,100 | -37.60 | 5,832 | -43.45 | |||
2025-05-15 | 13F | 联合资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 华莱士资本管理公司 | 8,910 | -7.53 | 961 | -16.23 | ||||
2025-07-14 | 13F | 机械银行信托部 | 82,998 | -11.32 | 8,947 | -19.62 | ||||
2025-07-16 | 13F | 鹰环球顾问有限公司 | 186,584 | -5.58 | 20,114 | -14.42 | ||||
2025-05-12 | 13F | XY资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 24,426 | -1.32 | 2,633 | -10.53 | ||||
2025-04-10 | 13F | 布雷默银行全国协会 | 3,721 | -7.69 | 443 | 2.08 | ||||
2025-07-09 | 13F | 阿尔肯资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 蓝球顾问有限责任公司 | 2,090 | -7.93 | 225 | -16.36 | ||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | Short | -405 | -44 | |||||
2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 18,131 | -15.67 | 1,955 | -23.55 | ||||
2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 66,832 | -0.01 | 7,204 | -9.36 | ||||
2025-08-12 | 13F | 贝德尔财务咨询公司 | 21,554 | -0.36 | 2,324 | 2.56 | ||||
2025-08-08 | 13F | 布里德山资本有限责任公司 | 6,063 | -8.50 | 654 | -17.13 | ||||
2025-08-11 | 13F | 展望财富顾问有限责任公司 | 26,140 | -6.81 | 2,818 | -15.56 | ||||
2025-08-04 | 13F | 惠伦财富管理公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 141,180 | -1.46 | 15,219 | -10.68 | ||||
2025-07-23 | 13F | 马萨诸塞州财富管理 | 36,796 | -0.88 | 3,967 | -10.15 | ||||
2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 21 | -54.35 | 2 | -60.00 | ||||
2025-07-22 | 13F | Eads & Heald 财富管理 | 16,470 | -1.35 | 2 | 0.00 | ||||
2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 82,558 | -16.65 | 8,721 | -17.59 | ||||
2025-07-09 | 13F | 泰勒霍夫曼资本管理有限责任公司 | 12,115 | -14.30 | 1,306 | -22.41 | ||||
2025-08-15 | 13F | CTC有限公司 | Put | 31,000 | -66.52 | 3,342 | -69.66 | |||
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 | 4,954 | -6.48 | 523 | -7.43 | ||||
2025-07-16 | 13F | FCG投资公司 | 24,554 | -20.48 | 2,647 | -27.94 | ||||
2025-08-13 | 13F | 布朗咨询公司 | 1,860,320 | -0.21 | 200,542 | -9.55 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 114,790 | -6.97 | 12,374 | -15.68 | ||||
2025-08-13 | 13F | 动态财富策略有限责任公司 | 2,314 | -3.46 | 249 | -12.63 | ||||
2025-08-12 | 13F | 恒线顾问公司 | 7,417,069 | -2.97 | 799,560 | -12.05 | ||||
2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 8,188 | -23.85 | 887 | -30.43 | ||||
2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 3,056 | -4.92 | 329 | -13.87 | ||||
2025-07-08 | 13F | 阿特伍德和帕尔默公司 | 16,805 | -0.44 | 1,812 | -9.77 | ||||
2025-08-26 | NP | IVGAX - VY(R) Invesco 增长和收益投资组合 ADV 级 | 20,647 | -0.68 | 2,226 | -9.99 | ||||
2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 2,582 | -29.12 | 278 | -35.80 | ||||
2025-08-14 | 13F | 阿普里姆顾问 | 140,299 | -0.91 | 15,124 | -10.18 | ||||
2025-07-29 | 13F | 大师财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Kerusso资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 格林威治财富管理有限责任公司 | 12,083 | -0.63 | 1 | 0.00 | ||||
2025-08-14 | 13F | 车床资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | 斯普罗特焦点信托公司 | 100,000 | -4.76 | 10,780 | -13.67 | ||||
2025-07-30 | 13F | Securian 资产管理公司 | 225,339 | -2.28 | 24,292 | -11.42 | ||||
2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 223,787 | -4.30 | 24,124 | -13.26 | ||||
2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,070,096 | -0.31 | 825,571 | -8.40 | ||||
2025-08-12 | 13F | 巴尔 ES & Co | 40,991 | -4.21 | 4,419 | -13.19 | ||||
2025-08-14 | 13F | 蓝色资本有限公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 奥克沃斯资本公司 | 25,442 | -20.97 | 2,743 | -28.37 | ||||
2025-07-24 | 13F | 奥罗拉私人财富公司 | 3,371 | -53.55 | 0 | |||||
2025-07-25 | 13F | 全面清晰财富管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 泛美金融顾问公司 | 14,495 | -3.85 | 1,563 | 156,100.00 | ||||
2025-04-30 | 13F | 正确资本财富管理 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 71,405 | -30.01 | 7,543 | -30.80 | ||||
2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 我的遗产顾问有限责任公司 | 2,101 | -73.13 | 241 | -74.09 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-04-22 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
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 | 3,581,603 | -2.05 | 386,097 | -11.22 | ||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 730,983 | -1.15 | 79 | -10.34 | ||||
2025-07-11 | 13F | 梅里韦瑟财富与规划有限责任公司 | 20,973 | -6.19 | 2,261 | -14.97 | ||||
2025-06-25 | NP | WDIAX - 威尔明顿多元化收益基金 A 类股票 | 13,475 | -1.64 | 1,423 | -2.73 | ||||
2025-08-26 | NP | DGAGX - BNY Mellon Appreciation Fund, Inc. 投资者股票 | 279,870 | -3.41 | 30,170 | -12.45 | ||||
2025-07-18 | 13F | 伍德沃德多元化资本有限公司 | 61,622 | -4.08 | 6,643 | -13.06 | ||||
2025-07-30 | 13F | BCK 合作伙伴公司 | 3,058 | -3.07 | 330 | -12.27 | ||||
2025-07-17 | 13F | 阿格斯投资者顾问公司 | 11,325 | -7.67 | 1,221 | -16.32 | ||||
2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 48,313 | -4.21 | 5,208 | -13.17 | ||||
2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 52,324 | -0.67 | 5,640 | -9.96 | ||||
2025-07-10 | 13F | 传统金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | FFT财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 维鲁姆合作伙伴有限责任公司 | 3,450 | -10.02 | 372 | -18.46 | ||||
2025-08-12 | 13F | 装甲投资顾问有限责任公司 | 6,689 | -10.40 | 721 | -18.71 | ||||
2025-04-17 | 13F | 湾桥资本集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | 康普顿财富咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-01 | 13F | 仙人掌资产管理有限公司 | 16,065 | -11.07 | 1,757 | -17.36 | ||||
2025-08-26 | NP | QLMAOX - ClearBridge 可变增值投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 142,474 | -1.21 | 15,359 | -10.46 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 158,450 | -6.89 | 17,152 | -15.25 | ||||
2025-07-30 | 13F | 比奇山顾问公司 | 6,367 | -11.90 | 686 | -20.14 | ||||
2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 303,115 | -2.70 | 32,676 | -11.80 | ||||
2025-07-11 | 13F | 韦瑟利资产管理公司 | 8,875 | -3.13 | 957 | -12.21 | ||||
2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 22,886 | -1.89 | 2,467 | -11.07 | ||||
2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 117,225 | -4.45 | 11,992 | -12.20 | ||||
2025-08-05 | 13F | 里程碑资产管理有限公司 | 7,933 | -6.25 | 855 | -15.01 | ||||
2025-07-17 | 13F | RBA 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 平衡投资组合 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 | 228,082 | -22.47 | 24,587 | -29.72 | ||||
2025-07-16 | 13F | 肯德尔资本管理公司 | 3,295 | -5.91 | 355 | -14.66 | ||||
2025-03-31 | NP | FSUVX - 富达 SAI 美国低波动指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 75,880 | -87.89 | 8,106 | -88.92 | ||||
2025-07-21 | 13F | 投资组合策略公司 | 3,873 | -13.84 | 417 | -21.91 | ||||
2025-08-19 | 13F/A | 皮特凯恩郡 | 48,163 | -8.93 | 5,192 | -17.46 | ||||
2025-07-23 | 13F | SpringVest财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 三合一金融合作伙伴有限责任公司 | 3,405 | -37.14 | 367 | -43.01 | ||||
2025-05-22 | NP | GINDX - Gotham Index Plus 基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | 协调金融服务有限公司 | 4,428 | -5.08 | 477 | -4.79 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 100,194 | -2.15 | 10,803 | -11.28 | ||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 161,399 | -7.50 | 17,399 | -16.16 | ||||
2025-08-25 | NP | MMRFX - MassMutual Select T. Rowe Price 实物资产基金 I 类 | 10,717 | -17.95 | 1,155 | -25.63 | ||||
2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 24,576 | -31.39 | 2,649 | -37.82 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 42,487 | -5.48 | 4,580 | -14.31 | ||||
2025-08-25 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 390,952 | -1.14 | 42,145 | -10.39 | ||||
2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 368,403 | -8.63 | 39,714 | -17.18 | ||||
2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 219,680 | -1.72 | 23,682 | -10.92 | ||||
2025-08-13 | 13F | 资本基金管理公司 | 326,767 | -30.13 | 35,225 | -36.67 | ||||
2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 16,017 | -3.76 | 1,727 | -12.78 | ||||
2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 17,558 | -7.50 | 1,893 | -16.17 | ||||
2025-07-03 | 13F | 麦克莱恩资产管理公司 | 5,328 | -10.03 | 592 | -0.84 | ||||
2025-05-15 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 最佳投资顾问 | 8,414 | -4.27 | 907 | -13.21 | ||||
2025-08-04 | 13F | 地平线财富管理有限公司 | 4,266 | -5.39 | 460 | -14.37 | ||||
2025-08-14 | 13F | 红木投资管理有限公司 | 16,579 | -64.44 | 2 | -80.00 | ||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 29,188 | -26.71 | 3,146 | -33.57 | ||||
2025-08-26 | NP | Profunds - Profunds 石油与天然气副总裁 | 67,765 | -8.08 | 7,305 | -16.68 | ||||
2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 75,572 | -1.79 | 8,147 | -10.98 | ||||
2025-05-09 | 13F | 地平线家族财富有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 5,548 | -1.75 | 598 | -10.88 | ||||
2025-08-07 | 13F | 旗舰财富顾问有限公司 | 11,766 | -2.51 | 1,268 | -11.64 | ||||
2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 254,102 | -22.43 | 27 | -28.95 | ||||
2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 34,375 | -18.60 | 3,706 | -26.22 | ||||
2025-04-22 | 13F | Breakthru 咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 温室财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 车床资本有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-04-01 | NP | PHDG - Invesco S&P 500 下行对冲 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,962 | -7.82 | 744 | -15.76 | ||||
2025-07-22 | 13F | Relyea 扎克伯格汉森有限责任公司 | 34,536 | -1.34 | 3,723 | -10.59 | ||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 242,051 | -7.61 | 27,023 | -13.27 | ||||
2025-07-11 | 13F | 鲍氏建筑事务所 | 36,860 | -3.52 | 3,642 | -16.12 | ||||
2025-08-01 | 13F | 资本投资顾问有限公司 | 59,725 | -7.03 | 6,438 | -15.73 | ||||
2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 22,379 | -0.91 | 2,412 | 2.03 | ||||
2025-07-15 | 13F | 信诺投资公司/新 | 42,562 | -3.62 | 5 | -20.00 | ||||
2025-07-15 | 13F | ACT 顾问有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 新泽西州共同养老基金 D | 1,466,849 | -1.43 | 158,126 | -10.66 | ||||
2025-07-24 | 13F | 支点资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Winnow Wealth 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 51,650 | -47.92 | 5,568 | -52.37 | ||||
2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 121,047 | -1.51 | 12,786 | -2.62 | ||||
2025-05-15 | 13F | Boussard & Gavaudan 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Versor投资有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | VENAX - 先锋能源指数基金海军上将股票 | 18,552,735 | -0.23 | 1,897,945 | -8.32 | ||||
2025-07-15 | 13F | 渴望资本顾问有限责任公司 | 5,403 | -11.86 | 582 | -20.16 | ||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 跨大西洋银行 | 124,494 | -4.49 | 13,510 | -5.70 | ||||
2025-07-22 | 13F | 雪松山顾问有限责任公司 | 1,271 | -6.95 | 137 | -15.43 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 448,373 | -1.69 | 48,335 | -10.89 | ||||
2025-08-07 | 13F | 威斯康星资本管理有限公司 | 25,875 | -7.17 | 2,789 | -15.87 | ||||
2025-07-29 | 13F | Dale Q Rice 投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | 引导资本财富管理有限责任公司 | 17,072 | -2.88 | 1,840 | -11.96 | ||||
2025-07-23 | 13F | HMV 财富顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 108,634 | -33.39 | 11,711 | -39.62 | ||||
2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 9,314 | -0.98 | 1,004 | -10.20 | ||||
2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 53,800 | -0.46 | 5,800 | -9.79 | ||||
2025-08-07 | 13F | SFE投资顾问 | 2,203 | -8.89 | 237 | -17.42 | ||||
2025-03-27 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 176 | -65.89 | 19 | -70.00 | ||||
2025-07-22 | 13F | 萨顿广场投资者有限公司 | 10,532 | -0.74 | 1,135 | -9.99 | ||||
2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 77,133 | -1.17 | 8,315 | -10.42 | ||||
2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 2,120 | -30.83 | 229 | -37.36 | ||||
2025-07-17 | 13F | 宝盛财富管理 | 5,898 | -0.92 | 636 | -10.18 | ||||
2025-07-14 | 13F | Buska 财富管理有限责任公司 | 3,205 | -0.19 | 346 | -9.45 | ||||
2025-08-14 | 13F | 牛津金融集团有限公司 | 19,595 | -1.71 | 2,112 | -10.89 | ||||
2025-04-30 | 13F | 布朗财务咨询 | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | 雷蒙德詹姆斯金融公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-04 | 13F | 哈金森资本管理公司/ca | 130,811 | -4.71 | 14,101 | -13.63 | ||||
2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 40,143 | -2.79 | 4,107 | -10.68 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,028 | -43.81 | 3,594 | -44.44 | ||||
2025-06-27 | NP | RSPG - Invesco S&P 500 等权重能源 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 | 192,001 | -13.77 | 20,281 | -14.74 | ||||
2025-07-14 | 13F | 克莱顿金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 美国合众银行\de\ | 3,509,802 | -1.76 | 378,357 | -10.95 | ||||
2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 19,518 | -6.16 | 2,062 | -7.25 | ||||
2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 8,416 | -0.02 | 907 | -9.39 | ||||
2025-07-25 | 13F | 财富建筑师有限责任公司 | 17,126 | -0.39 | 1,846 | -9.69 | ||||
2025-08-05 | 13F | 主街研究有限责任公司 | 21,984 | -91.27 | 2,370 | -92.09 | ||||
2025-08-14 | 13F | HRT金融有限责任公司 | 89,900 | -12.55 | 10 | -25.00 | ||||
2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 6,810 | -4.06 | 734 | -13.03 | ||||
2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 2,877,058 | -0.63 | 310 | -9.88 | ||||
2025-07-23 | 13F | 哈迪里德有限责任公司 | 28,105 | -1.74 | 3,030 | -10.94 | ||||
2025-07-28 | 13F | 布林莫尔信托公司 | 362,783 | -4.98 | 39,108 | -13.87 | ||||
2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | 12,122 | -10.06 | 1,280 | -11.05 | ||||
2025-08-13 | 13F | 威利斯约翰逊公司 | 81,030 | -2.56 | 8,735 | -11.68 | ||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 117,266 | -48.13 | 12,743 | -52.61 | ||||
2025-07-29 | 13F | 北方资本管理公司 | 4,085 | -0.32 | 440 | -9.65 | ||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 41,146 | -2.54 | 4,436 | -11.67 | ||||
2025-07-29 | 13F | 财富流顾问公司 | 4,170 | -25.80 | 450 | -32.78 | ||||
2025-08-05 | 13F | 木兰资本顾问有限公司 | 13,320 | -0.64 | 1,436 | -9.97 | ||||
2025-03-25 | NP | PEQIX - 先锋股票收益基金:A 类 | 374,964 | -10.69 | 40,057 | -18.30 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 543,612 | -3.82 | 58,601 | -12.82 | ||||
2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 100,378 | -3.43 | 10,603 | -4.51 | ||||
2025-05-15 | 13F | 马斯特斯资本管理有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 891,518 | -6.13 | 96,106 | -14.91 | ||||
2025-04-14 | 13F | 战略财富设计师 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | 莫尔斯资产管理公司 | 30,082 | -43.07 | 3,243 | -48.41 | ||||
2025-08-26 | NP | TLSTX - 股票指数基金 | 63,184 | -4.31 | 6,811 | -13.26 | ||||
2025-07-24 | NP | FSENX - 能源投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,103,272 | -7.32 | 419,765 | -14.84 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 216,684 | -2.97 | 23,359 | -12.05 | ||||
2025-07-08 | 13F | 戴维斯投资合伙人有限责任公司 | 34,449 | -0.23 | 3,763 | 5.44 | ||||
2025-07-29 | 13F | 东北投资管理公司 | 177,163 | -3.43 | 19,098 | -12.47 | ||||
2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 21,795 | -6.80 | 2,350 | -15.53 | ||||
2025-08-05 | 13F | 好事达公司 | 8,516 | -94.29 | 918 | -94.82 | ||||
2025-07-14 | 13F | 财务咨询合作伙伴有限公司 | 21,369 | -1.59 | 2,304 | -10.81 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 3,022 | -17.36 | 326 | -25.12 | ||||
2025-08-12 | 13F | 真实与真实有限责任公司 | 158,575 | -1.07 | 17,094 | -10.33 | ||||
2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
2025-06-10 | 13F/A | 民兵资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | VFLO - VictoryShares 自由现金流 ETF | 1,041,568 | -13.14 | 112,281 | -21.27 | ||||
2025-07-24 | 13F | PDS 规划公司 | 24,153 | -2.93 | 2,604 | -12.03 | ||||
2025-08-12 | 13F | 奥本海默和克洛斯有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 7,323 | -27.72 | 789 | -34.47 | ||||
2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 3,377 | -6.89 | 357 | -8.01 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 60,664 | -0.29 | 6,540 | -9.62 | ||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 10,177 | -5.72 | 1,097 | -14.50 | ||||
2025-07-24 | NP | 贝莱德基金 - 贝莱德商品策略基金投资者 A 股 | 145,800 | -7.51 | 14,915 | -15.01 | ||||
2025-07-16 | 13F | Ascent 资本管理有限公司 | 4,876 | -0.75 | 526 | -10.10 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 1,411,995 | -3.31 | 152,213 | -12.36 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 8,967 | -5.53 | 1,024 | 0.89 | ||||
2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 54,714 | -8.96 | 5,977 | -16.20 | ||||
2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 79,724 | -3.76 | 8,594 | -12.77 | ||||
2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 20,347 | -4.33 | 2,193 | -13.29 | ||||
2025-07-11 | 13F | 乌尔曼金融集团有限公司 | 8,473 | -2.92 | 913 | -12.04 | ||||
2025-08-01 | 13F | 枪证券公司 | 7,217 | -81.05 | 780 | -82.15 | ||||
2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 13,252 | -16.84 | 1,400 | -17.80 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Call | 61,200 | -13.56 | 6,597 | -21.65 | |||
2025-08-13 | 13F | 重大财富管理有限公司 | 6,272 | -2.80 | 676 | -11.86 | ||||
2025-08-05 | 13F | iA全球资产管理公司 | 152,685 | -43.19 | 16 | -48.39 | ||||
2025-08-11 | 13F | LCNB公司 | 19,397 | -0.66 | 2,091 | -9.99 | ||||
2025-04-24 | 13F | Achmea 投资管理公司 | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 21,227 | -3.92 | 2,288 | -12.90 | ||||
2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 1,938,646 | -1.06 | 230,563 | 9.39 | ||||
2025-08-05 | 13F | 战略金融概念有限责任公司 | 20,328 | -33.32 | 2,207 | -39.07 | ||||
2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 30,571 | -8.94 | 3,127 | -16.32 | ||||
2025-07-30 | 13F | 决策地图财富管理有限责任公司 | 2,667 | -3.93 | 288 | -13.03 | ||||
2025-03-27 | NP | 富国银行大师信托 - 富国银行真实回报投资组合 真实回报投资组合 | 5,494 | -21.39 | 587 | -28.19 | ||||
2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 284,338 | -0.86 | 30,652 | -10.14 | ||||
2025-08-08 | 13F | 认可投资者公司 | 16,808 | -4.77 | 1,812 | -13.68 | ||||
2025-07-09 | 13F | 灯塔金融集团 | 81,810 | -11.29 | 8,819 | -19.59 | ||||
2025-05-07 | 13F | 科顿资本公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 836 | -17.39 | 90 | -25.00 | ||||
2025-08-13 | 13F | AMJ金融财富管理 | 3,602 | -1.37 | 388 | -10.60 | ||||
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 | 11,895 | -41.20 | 1,256 | -41.88 | ||||
2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 18,662 | -0.67 | 1,909 | -8.70 | ||||
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 | 337,622 | -4.21 | 36,396 | -13.18 | ||||
2025-07-18 | 13F | BSW财富合作伙伴 | 9,763 | -26.23 | 1,052 | -33.12 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 206,856 | -36.26 | 22,299 | -42.23 | ||||
2025-08-06 | 13F | 米德尔顿公司/马 | 116,869 | -4.68 | 12,598 | -13.60 | ||||
2025-07-30 | 13F | 索纳塔资本集团公司 | 3,556 | -2.89 | 0 | |||||
2025-08-13 | 13F | 埃奇伍德管理有限公司 | 9,047 | -1.29 | 975 | -10.47 | ||||
2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 5,634 | -3.95 | 607 | -12.91 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 2,822 | -2.45 | 0 | |||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 2,332,888 | -0.82 | 251,485 | -10.11 | ||||
2025-07-17 | 13F | BFI Infinity 有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 619,970 | -0.84 | 66,833 | -10.12 | ||||
2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 109,156 | -2.61 | 11,767 | -11.72 | ||||
2025-07-29 | 13F | 美国精神管理公司/纽约 | 61,547 | -26.16 | 6,635 | -33.07 | ||||
2025-08-26 | NP | IVKAX - VY(R) Invesco Comstock 投资组合 ADV 级 | 19,607 | -21.63 | 2,114 | -28.97 | ||||
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 | 40,469 | -44.19 | 4,140 | -48.72 | ||||
2025-08-26 | NP | HLQVX - 摩根大通大盘价值基金 I 类 | 426,013 | -33.94 | 45,924 | -40.12 | ||||
2025-07-21 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 342,920 | -1.57 | 36,967 | -10.78 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 纪律核心基金 3 级 | 173,648 | -1.74 | 18,719 | -10.94 | ||||
2025-07-25 | NP | DIFAX - MFS 多元化收益基金 A | 12,460 | -44.17 | 1,275 | -48.71 | ||||
2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 300,679 | -1.48 | 30,759 | -9.47 | ||||
2025-08-14 | 13F | 阿卡斯有限公司 | 5,854 | -2.63 | 630 | -0.94 | ||||
2025-08-13 | 13F | 麦高恩集团资产管理公司 | 255,748 | -0.37 | 27,570 | -9.70 | ||||
2025-08-14 | 13F | Capitolis Liquid 全球市场有限责任公司 | 132,700 | -63.79 | 14,305 | -67.18 | ||||
2025-08-06 | 13F | 西蒙斯银行 | 112,355 | -0.78 | 12,112 | -10.07 | ||||
2025-08-14 | 13F | PYA沃尔特曼资本有限责任公司 | 5,191 | -23.75 | 560 | -30.90 | ||||
2025-07-23 | 13F | 安全退休顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 费玛塔顾问有限责任公司 | 6,637 | -40.02 | 715 | -45.67 | ||||
2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 1,811 | -9.09 | 215 | 0.47 | ||||
2025-07-16 | 13F | 荷兰咨询服务公司 | 5,250 | -10.21 | 566 | -18.71 | ||||
2025-07-08 | 13F | 金石金融集团有限公司 | 7,522 | -4.80 | 844 | -10.22 | ||||
2025-08-06 | 13F | ZEGA 投资有限责任公司 | 70,714 | -0.13 | 7,623 | -9.49 | ||||
2025-07-07 | 13F | 信托公司 | 4,037 | -23.96 | 435 | -31.06 | ||||
2025-08-01 | 13F | Purkiss 资本顾问有限公司 | 5,961 | -14.90 | 643 | -22.93 | ||||
2025-07-09 | 13F | 企业银行 | 6,133 | -2.39 | 661 | -11.51 | ||||
2025-08-06 | 13F | 安佳资本顾问有限公司 | 10,313 | -2.31 | 1,112 | -11.47 | ||||
2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 175,728 | -0.97 | 18,944 | -10.24 | ||||
2025-08-28 | NP | STFGX - 国营农场增长基金 | 67,800 | -11.26 | 7,309 | -19.57 | ||||
2025-07-31 | 13F | Wealthfront 顾问有限公司 | 436,231 | -7.60 | 47,026 | -16.24 | ||||
2025-04-29 | 13F | 穆迪奥尔德里奇合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-29 | NP | CBHAX - 胜利市场中性收益基金 A 类 | 38,215 | -3.43 | 4,545 | 6.77 | ||||
2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 35,638 | -5.92 | 3,842 | -14.74 | ||||
2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 23,890 | -1.65 | 2,575 | -10.84 | ||||
2025-08-14 | 13F | 韦尔奇资本合伙公司/纽约州 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 密钥银行国家协会/哦 | 1,277,554 | -0.05 | 137,720 | -9.40 | ||||
2025-07-30 | NP | SDOG - ALPS 行业股息狗 ETF | 212,722 | -3.71 | 21,761 | -11.52 | ||||
2025-08-28 | NP | BIGRX - 收入与增长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 233,837 | -52.33 | 25,208 | -56.79 | ||||
2025-08-15 | 13F | 财富合作有限责任公司 | 1,425 | -3.39 | 154 | -12.57 | ||||
2025-05-13 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 麦科勒姆·克里斯托弗森集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 财务管理专业人士公司 | 26,434 | -1.47 | 2,850 | -10.69 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -5,621 | -23.16 | -606 | -30.38 | |||
2025-08-04 | 13F | 卡雷特资产管理有限公司 | 36,763 | -1.01 | 3,963 | -10.26 | ||||
2025-08-05 | 13F | 阿特拉斯私人财富顾问 | 12,993 | -10.06 | 1,400 | -18.51 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 16,195 | -6.62 | 1,746 | -15.37 | ||||
2025-06-26 | NP | AMECX - 美国 A 类收入基金 | 6,492,667 | -18.45 | 685,820 | -19.37 | ||||
2025-07-22 | 13F | 遗产信托 | 8,852 | -0.10 | 954 | -9.40 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 24,949,653 | -11.83 | 2,689,573 | -20.08 | ||||
2025-05-15 | 13F | 吉尔德·加格农·豪公司 | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | 第一国际信托银行 | 2,055 | -34.07 | 222 | -40.27 | ||||
2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 734,219 | -0.70 | 79,149 | -10.00 | ||||
2025-07-31 | 13F | Azzad 资产管理公司 /adv | 26,525 | -37.97 | 2,859 | -43.78 | ||||
2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 2,023 | -99.05 | 218 | -99.13 | ||||
2025-08-14 | 13F | 第一基金会顾问 | 52,489 | -3.45 | 5,658 | -12.48 | ||||
2025-04-02 | 13F | 马库姆财富有限责任公司 | 32,902 | -0.24 | 3,913 | 10.32 | ||||
2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 27,724 | -1.62 | 2,989 | -10.83 | ||||
2025-07-30 | 13F | 诺丁汉顾问公司 | 4,671 | -13.71 | 504 | -21.77 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 5,180,713 | -1.15 | 558,481 | -10.40 | ||||
2025-05-28 | 13F | 硅谷资本合伙人 | 78,732 | -10.67 | 9,269 | -2.24 | ||||
2025-07-15 | 13F | BNC 财富管理有限公司 | 3,256 | -6.46 | 351 | -15.25 | ||||
2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 126,441 | -5.06 | 13,356 | -6.12 | ||||
2025-08-06 | 13F | 嘉实投资组合集团公司 | 14,040 | -14.40 | 1,514 | -22.41 | ||||
2025-07-09 | 13F | HFG 财富管理有限责任公司 | 33,505 | -3.82 | 3,985 | 6.33 | ||||
2025-07-17 | 13F | 多普金斯财富管理有限公司 | 6,748 | -27.25 | 727 | -34.09 | ||||
2025-08-14 | 13F | 马拉松资本管理公司 | 9,349 | -6.03 | 1,008 | -14.88 | ||||
2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 5,029,274 | -1.00 | 542,156 | -10.27 | ||||
2025-07-24 | NP | USRAX - Horizon 防御性多因素基金投资者类别 | 90,678 | -3.33 | 9,276 | -11.17 | ||||
2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 7,296 | -9.47 | 787 | -17.95 | ||||
2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 价值 II 级 | 54,800 | -1.79 | 5,907 | -10.99 | ||||
2025-08-27 | NP | RYZAX - S&P 500 纯价值基金 H 类 | 379 | -63.59 | 41 | -67.48 | ||||
2025-05-15 | 13F | 双树管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 116,635 | -7.05 | 11,932 | -14.59 | ||||
2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 20,966 | -3.24 | 2,260 | 1.16 | ||||
2025-08-22 | NP | 可变保险产品基金 IV - 能源投资组合初始类别 | 1,011,525 | -2.86 | 109,042 | -11.95 | ||||
2025-07-28 | 13F | 戴维森信托公司 | 37,039 | -8.53 | 3,993 | -17.09 | ||||
2025-08-07 | 13F | 唐纳森资本管理有限公司 | 581,548 | -8.04 | 62,691 | -16.65 | ||||
2025-08-14 | 13F | Adage 资本合伙人有限公司 | 3,499,822 | -13.69 | 377,281 | -21.77 | ||||
2025-08-25 | NP | FTXN - First Trust 纳斯达克石油和天然气 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 | 93,072 | -14.52 | 10,033 | -22.51 | ||||
2025-08-14 | 13F | 梅里韦瑟投资管理有限合伙人 | 700,393 | -24.51 | 75,502 | -31.57 | ||||
2025-05-30 | NP | STXG-Strive 1000 成长 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 北极星金融公司 | 5,415 | -44.36 | 584 | -49.61 | ||||
2025-08-04 | 13F | 科瓦克顾问公司 | 38,522 | -7.01 | 4,153 | -15.73 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 144,000 | -51.10 | 15,523 | -55.68 | |||
2025-08-27 | NP | RYEIX - 能源基金投资者类别 | 10,484 | -2.91 | 1,130 | -11.99 | ||||
2025-08-27 | NP | USCF - 主题 美国现金流冠军 ETF | 923 | -6.29 | 99 | -15.38 | ||||
2025-07-31 | 13F | 布莱顿琼斯有限公司 | 131,282 | -3.67 | 14,152 | -12.69 | ||||
2025-07-24 | 13F | 德国商业银行股份公司 /fi | 614,899 | -19.11 | 66 | -26.67 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 1,431 | -85.15 | 154 | -86.56 | ||||
2025-07-24 | NP | FNARX - 自然资源投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,036,359 | -5.24 | 106,020 | -12.93 | ||||
2025-07-18 | 13F | 罗格科,Lp | 1,049 | -21.07 | 113 | -28.48 | ||||
2025-08-08 | 13F | 十字马克全球控股公司 | 325,797 | -3.03 | 35,121 | -12.11 | ||||
2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 469,721 | -1.51 | 50,636 | -10.73 | ||||
2025-07-09 | 13F | 行动财富管理有限公司 | 18,836 | -0.65 | 2,031 | -9.94 | ||||
2025-08-18 | NP | 太平洋精选基金 - Main Street 核心投资组合 I 类 | 438,120 | -10.77 | 47,229 | -19.12 | ||||
2025-07-30 | 13F | 韦奇伍德投资公司 /pa/ | 10,339 | -2.91 | 1,115 | -12.01 | ||||
2025-07-09 | 13F | 肖尔点顾问有限责任公司 | 8,988 | -3.23 | 969 | -12.32 | ||||
2025-08-13 | 13F | 科普利金融集团有限公司 | 3,738 | -7.13 | 403 | -15.90 | ||||
2025-08-12 | 13F | 战略顾问有限责任公司 | 20,917 | -8.27 | 2,255 | -16.86 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 36,067,733 | -0.65 | 3,888,102 | -9.95 | ||||
2025-08-14 | 13F | 工程师 门经理 LP | 6,981 | -45.94 | 753 | -51.01 | ||||
2025-05-06 | 13F | Fpc 投资咨询有限公司 | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | 帕鲁斯金融(英国)有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 2,673,870 | -5.00 | 288,243 | -13.89 | ||||
2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 97,371 | -20.06 | 10,497 | -27.54 | ||||
2025-07-29 | 13F | 奥尔门罗投资管理公司 | 39,680 | -2.34 | 4,278 | -11.49 | ||||
2025-08-12 | 13F | 财富管理资本管理有限公司 | 1,502 | -28.51 | 162 | -35.34 | ||||
2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 8,896 | -1.88 | 959 | -11.13 | ||||
2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 639,171 | -22.58 | 68,903 | -29.83 | ||||
2025-08-08 | 13F | 明智顾问集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 8,697,700 | -17.91 | 937,612 | -25.60 | |||
2025-03-25 | NP | QDVAX - 优质股息基金A类 | 12,730 | -13.69 | 1,360 | -21.08 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 5,394 | -0.79 | 575 | -11.28 | ||||
2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 10,458 | -5.16 | 1,127 | -14.04 | ||||
2025-07-25 | NP | ILVFX - 哥伦比亚综合大盘价值基金机构类别 | 13,895 | -11.72 | 1,421 | -18.89 | ||||
2025-08-12 | 13F | 新英格兰退休计划公司 | 19,876 | -20.89 | 2,143 | -28.31 | ||||
2025-07-10 | 13F | Kmg 信托合伙人有限公司 | 18,130 | -0.67 | 1,954 | -9.95 | ||||
2025-07-29 | 13F | WCM投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | AXS 投资有限责任公司 | 2,650 | -4.88 | 286 | -13.90 | ||||
2025-08-13 | 13F | Virtus 投资顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | XLE - 能源精选行业 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 | 56,879,984 | -12.47 | 6,131,662 | -20.66 | ||||
2025-07-29 | 13F | 有志者有限公司 | 25,610 | -1.45 | 2,761 | -10.68 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 8,706 | -11.82 | 939 | -20.10 | ||||
2025-07-16 | NP | CGUS - Capital Group 核心股票 ETF 股份类别 | 546,939 | -15.63 | 55,952 | -22.47 | ||||
2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 27,003 | -0.71 | 2,911 | -10.02 | ||||
2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 47,105 | -9.01 | 5,078 | -17.53 | ||||
2025-07-15 | 13F | 卡根科科扎资产管理公司 | 3,024 | -0.03 | 326 | -9.47 | ||||
2025-07-14 | 13F | 格里斯金融有限公司 | 9,339 | -6.17 | 1,007 | -14.96 | ||||
2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 12,221 | -38.65 | 1,317 | -44.41 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Call | 1,523,200 | -9.90 | 164,201 | -18.33 | |||
2025-06-24 | NP | QDEF - FlexShares 优质股息防御性指数基金 | 13,456 | -15.21 | 1,421 | -16.17 | ||||
2025-04-17 | 13F | 蒙特西托银行与信托 | 29,384 | -0.85 | 3,495 | 9.63 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 2,881,900 | -18.35 | 310,669 | -25.99 | |||
2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 英国全球资产管理公司 | 205,266 | -26.90 | 22 | -33.33 | ||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 104,542 | -0.13 | 11,270 | -9.48 | ||||
2025-08-12 | 13F | 金融倡导者投资管理 | 11,343 | -42.23 | 1,223 | -47.67 | ||||
2025-07-07 | 13F | 艾布尔斯·伊安诺·摩尔联合公司 | 7,697 | -1.60 | 830 | -10.86 | ||||
2025-08-11 | 13F | FSA财富管理有限责任公司 | 7,628 | -1.04 | 822 | -10.26 | ||||
2025-07-23 | NP | CRTC - Xtrackers 美国国家关键技术 ETF | 26,504 | -3.16 | 2,711 | -11.03 | ||||
2025-08-04 | 13F | 影响合伙财富有限责任公司 | 10,069 | -13.24 | 1,085 | -21.38 | ||||
2025-08-14 | 13F | 资本规划顾问有限责任公司 | 4,984 | -18.01 | 537 | -25.62 | ||||
2025-05-14 | 13F | 哈伯特基金顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | SPHD - Invesco S&P 500 高股息低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 466,473 | -1.23 | 47,720 | -9.24 | ||||
2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 3,789 | -81.83 | 0 | -100.00 | ||||
2025-07-09 | 13F | 林肯资本公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 87,756 | -0.55 | 9,460 | -9.85 | ||||
2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 59,052 | -0.93 | 6,366 | -10.20 | ||||
2025-07-31 | 13F | 180 财富顾问有限公司 | 32,427 | -1.03 | 3,496 | -10.29 | ||||
2025-07-18 | 13F | 三部曲资本公司 | 14,664 | -57.25 | 1,581 | -61.27 | ||||
2025-08-19 | 13F | 坎贝尔资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 荷兰集团 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 纳维利尔联合公司 | 16,752 | -0.96 | 1,806 | 3.38 | ||||
2025-08-14 | 13F | 量化资本有限公司 | 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 | 10,176 | -9.49 | 1,097 | -18.03 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 4,912 | -83.23 | 530 | -84.81 | ||||
2025-07-22 | 13F | 贾米森私人财富管理公司 | 52,319 | -0.72 | 5,640 | -10.00 | ||||
2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 467,813 | -49.78 | 50,430 | -54.48 | ||||
2025-07-16 | 13F | 老虎橡树管理有限公司 | 2,114 | -0.80 | 228 | -10.28 | ||||
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 | 10,484 | -7.57 | 1,073 | -15.06 | ||||
2025-07-09 | 13F | 韦斯特伯恩投资公司 | 3,989 | -4.77 | 430 | -13.65 | ||||
2025-05-14 | 13F | ADAPT 投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-09 | 13F | 达美金融集团有限公司 | 53,693 | -0.59 | 6 | 20.00 | ||||
2025-07-16 | 13F | Embree金融集团 | 31,368 | -3.60 | 3,381 | -12.61 | ||||
2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 277 | -85.91 | 30 | -87.55 | ||||
2025-07-24 | 13F | 洞察投资有限责任公司 | 23,431 | -4.95 | 2,526 | -13.85 | ||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 127,785 | -2.33 | 13,776 | -11.47 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 175,264 | -1.20 | 18,894 | -10.45 | ||||
2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 32,818 | -0.17 | 3,538 | -9.52 | ||||
2025-07-25 | 13F | 年鉴投资伙伴有限责任公司。 | 17,496 | -11.26 | 1,886 | -19.54 | ||||
2025-08-14 | 13F | 亲和投资顾问有限公司 | 24,147 | -3.33 | 2,603 | -12.36 | ||||
2025-08-12 | 13F/A | 布莱特沃特咨询有限公司 | 5,640 | -1.43 | 608 | -10.74 | ||||
2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 201,995 | -10.87 | 22,065 | -12.85 | ||||
2025-07-30 | 13F | 退休计划小组 | 18,844 | -2.89 | 2,031 | -11.96 | ||||
2025-06-25 | NP | FTA - First Trust 大盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84,711 | -12.53 | 8,948 | -13.51 | ||||
2025-08-28 | NP | XOP - SPDR(R) S&P(R) 石油和天然气勘探与生产 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 | 509,316 | -6.86 | 54,904 | -15.57 | ||||
2025-07-18 | 13F | 传统金融服务有限责任公司 | 12,107 | -1.98 | 1,305 | -11.16 | ||||
2025-07-18 | 13F | 布鲁斯克咨询服务有限公司 | 3,424 | -1.67 | 369 | -10.87 | ||||
2025-08-12 | 13F | 论坛私人客户集团有限责任公司 | 2,032 | -6.32 | 219 | -14.79 | ||||
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 | 18,220 | -8.38 | 1,925 | -9.42 | ||||
2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 16,712,298 | -10.62 | 1,765,320 | -11.62 | ||||
2025-08-14 | 13F | 改善有限责任公司 | 2,722 | -2.37 | 0 | |||||
2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 10,034 | -13.54 | 1,060 | -14.53 | ||||
2025-07-17 | 13F | 利维蒂金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-03-25 | NP | DTMGX - 纽约梅隆银行税务管理增长基金 A 类 | 18,150 | -6.85 | 1,939 | -14.81 | ||||
2025-07-29 | 13F | 韦巴·鲁宾纸业财富管理 | 14,033 | -2.84 | 1,513 | -11.94 | ||||
2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 175,295 | -3.93 | 18,516 | -5.01 | ||||
2025-07-15 | 13F | IMS资本管理公司 | 5,473 | -2.44 | 590 | -11.69 | ||||
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 | 134,162 | -1.83 | 14,463 | -11.02 | ||||
2025-08-14 | 13F | Holt Capital Advisors, LLC dba Holt Capital Partners, LP | 42,476 | -12.79 | 4,579 | -20.96 | ||||
2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 4,484 | -2.69 | 483 | -11.86 | ||||
2025-08-11 | 13F | 顾问资源委员会 | 7,603 | -88.99 | 820 | -89.16 | ||||
2025-07-23 | 13F | 奥斯汀资产管理公司 | 4,123 | -4.82 | 444 | -13.79 | ||||
2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 1,588 | -5.76 | 171 | -14.50 | ||||
2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 108,239 | -1.04 | 11,668 | -10.30 | ||||
2025-07-30 | NP | RFDA - RiverFront 动态美国股息优势 ETF | 7,255 | -6.88 | 742 | -14.42 | ||||
2025-08-13 | 13F | 德纳投资顾问公司 | 119,624 | -37.28 | 12,895 | -43.15 | ||||
2025-07-24 | NP | INFIX - Tortoise MLP 和能源收入基金机构类别股票 | 165,743 | -1.21 | 16,956 | -9.22 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 19,459 | -8.27 | 2,098 | -16.85 | ||||
2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 8,356 | -0.49 | 901 | -9.82 | ||||
2025-07-22 | 13F | 古铁雷斯财富咨询有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 保守资本顾问公司 | 7,256 | -3.09 | 782 | -12.13 | ||||
2025-07-18 | 13F | 全景资本合伙有限公司 | 2,181 | -22.05 | 245 | -13.17 | ||||
2025-07-24 | 13F | 鲍德温兄弟公司/马 | 131,833 | -3.60 | 14,212 | -12.62 | ||||
2025-08-07 | 13F | 霍奇斯资本管理公司 | 64,522 | -24.82 | 6,955 | -31.86 | ||||
2025-08-08 | 13F | 繁荣资本管理有限责任公司 | 4,791 | -16.87 | 516 | -24.67 | ||||
2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 41,604 | -6.64 | 4,734 | -10.66 | ||||
2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 31,513 | -1.24 | 3,224 | -9.26 | ||||
2025-07-11 | 13F | 附件咨询服务有限责任公司 | 14,477 | -12.30 | 1,561 | -20.53 | ||||
2025-07-23 | NP | THPGX - 汤普森大型股基金 | 17,170 | -14.24 | 1,756 | -21.18 | ||||
2025-07-22 | 13F | 伯杰金融集团公司 | 16,279 | -0.48 | 1,755 | -9.82 | ||||
2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 22,773 | -8.78 | 2,455 | -16.47 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 720,598 | -2.87 | 77,680 | -11.96 | ||||
2025-07-24 | 13F | 品尼高西资产管理公司 | 20,085 | -0.69 | 2 | 0.00 | ||||
2025-08-13 | 13F | 美国投资服务公司 | 16,856 | -0.56 | 1,817 | -9.83 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 153,616 | -11.53 | 16,560 | -19.82 | ||||
2025-08-08 | 13F | 先锋信托银行 不适用/或 | 55,391 | -5.98 | 5,971 | -14.77 | ||||
2025-07-23 | 13F | 兰辛街顾问公司 | 3,871 | -3.85 | 417 | -12.76 | ||||
2025-08-14 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 22,848 | -0.25 | 2,463 | -9.62 | ||||
2025-08-12 | 13F | 新常春藤资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-18 | 13F | 布朗希普利有限公司 | 1,467 | -8.94 | 158 | -17.28 | ||||
2025-07-10 | 13F | 科扎克联合公司 | 4,480 | -2.71 | 510 | 6.93 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 4,695,785 | -6.62 | 506,206 | -15.36 | ||||
2025-07-22 | 13F | 焦耳金融有限责任公司 | 6,276 | -64.01 | 677 | -67.39 | ||||
2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 342,595 | -3.46 | 35,047 | -11.29 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 181,793 | -0.66 | 19,203 | -1.78 | ||||
2025-08-13 | 13F | 新斯科舍银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-28 | NP | CHDEX - Cullen 高股息股票基金零售类 | 149,989 | -2.09 | 16,169 | -11.25 | ||||
2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 2,894 | -6.46 | 312 | -15.26 | ||||
2025-07-09 | 13F | 外汇银行 | 24,992 | -0.53 | 2,694 | -9.84 | ||||
2025-08-08 | 13F | 伊塔乌联合银行控股公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-22 | NP | PEPS——参数股票加ETF | 2,100 | -5.15 | 226 | -14.07 | ||||
2025-07-22 | 13F | 独特的财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 蓝色地带财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 2,322,056 | -6.23 | 250,318 | -15.00 | ||||
2025-07-25 | 13F | 谷溪资本集团有限公司 | 13,951 | -2.48 | 1,504 | -11.64 | ||||
2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
2025-07-02 | 13F | 多利弗顾问有限合伙人 | 1,079,990 | -0.67 | 116,423 | -9.96 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 选择大型股票基金 1 类 | 467,592 | -31.33 | 50,406 | -37.76 | ||||
2025-06-26 | NP | FFGCX - 富达全球商品股票基金 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 | 465,900 | -5.50 | 49,213 | -6.56 | ||||
2025-07-21 | 13F | 单点合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 自由日解决方案有限责任公司 | 28,883 | -2.17 | 3,114 | -11.34 | ||||
2025-04-15 | 13F | 科里根金融公司 | 11,095 | -0.65 | 1,320 | 9.83 | ||||
2025-08-27 | NP | VTMFX - Vanguard 税务管理平衡基金 Admiral Shares | 355,643 | -3.97 | 38,338 | -12.95 | ||||
2025-08-14 | 13F | Aprio 财富管理有限公司 | 13,837 | -17.91 | 1,492 | -25.60 | ||||
2025-07-29 | 13F | 温德尔大卫联合公司 | 94,015 | -4.08 | 10 | -9.09 | ||||
2025-07-09 | 13F | WealthCare 投资伙伴有限责任公司 | 1,901 | -3.60 | 213 | 2.90 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 7,550,493 | -4.26 | 813,943 | -13.22 | ||||
2025-08-14 | 13F | NCP 公司 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 103,756 | -27.26 | 10,960 | -28.08 | ||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 42,927 | -1.79 | 4,628 | -10.98 | ||||
2025-05-15 | 13F | Qube研究与技术有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-27 | NP | IENAX - 景顺能源基金A级 | 386,542 | -14.83 | 40,830 | -15.79 | ||||
2025-08-11 | 13F | 里夫斯 WH 有限公司 | 17,910 | -94.84 | 1,931 | -95.32 | ||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 159,950 | -2.57 | 17,243 | -11.69 | ||||
2025-08-26 | NP | TRVLX - T. Rowe 价格价值基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,845,791 | -38.99 | 198,976 | -44.70 | ||||
2025-07-30 | 13F | Eqis资本管理公司 | 12,092 | -0.11 | 1,304 | -9.45 | ||||
2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 11,338 | -0.94 | 1,222 | -10.21 | ||||
2025-08-11 | 13F | 独立顾问联盟 | 293,467 | -9.75 | 31,636 | -18.19 | ||||
2025-08-25 | NP | ANCFX - 美国基金基本投资者 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 | 2,354,405 | -10.27 | 253,805 | -18.67 | ||||
2025-08-08 | 13F | 交响金融服务有限公司 | 8,283 | -2.56 | 893 | -11.68 | ||||
2025-05-27 | NP | FTCS - First Trust Capital Strength ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 119,009 | -8.76 | 12,829 | -17.30 | ||||
2025-07-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 48,200 | -13.31 | 4,931 | -20.34 | ||||
2025-08-20 | NP | AQGNX - AQR 全球股票基金 N 类 | 9,875 | -62.65 | 1,065 | -66.16 | ||||
2025-08-12 | 13F | TCTC 控股有限公司 | 67,412 | -0.04 | 7,267 | -9.39 | ||||
2025-07-07 | 13F | 俄克拉荷马州信托公司 | 24,359 | -1.34 | 2,626 | -10.59 | ||||
2025-06-26 | NP | FDLO - 富达低波动因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 113,124 | -14.80 | 11,949 | -15.76 | ||||
2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 44,934 | -2.43 | 4,844 | -11.58 | ||||
2025-07-15 | 13F | 加勒特投资顾问有限责任公司 | 4,779 | -7.10 | 515 | -15.71 | ||||
2025-07-22 | 13F | 欧文投资管理有限公司 | 24,291 | -8.68 | 2,619 | -17.23 | ||||
2025-08-14 | 13F | RBF 资本有限责任公司 | 20,000 | -35.48 | 2,156 | -41.51 | ||||
2025-08-08 | 13F | 查特研究与投资集团有限公司 | 31,204 | -2.95 | 3,364 | -12.06 | ||||
2025-07-28 | 13F | 布里奇斯投资管理公司 | 75,584 | -1.17 | 8,148 | -10.42 | ||||
2025-07-08 | 13F | 红云杉资本有限责任公司 | 14,133 | -0.32 | 1,524 | -9.67 | ||||
2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,990,619 | -0.00 | 214,589 | -9.36 | ||||
2025-08-14 | 13F | 量化投资管理有限责任公司 | 44,898 | -18.22 | 5 | -33.33 | ||||
2025-07-23 | 13F | 海明威信托有限责任公司 | 13,275 | -16.60 | 1,431 | -24.41 | ||||
2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 12,010 | -8.29 | 1,295 | -16.89 | ||||
2025-06-26 | NP | MSTSX - 晨星无约束分配基金 | 5,776 | -4.51 | 610 | -5.57 | ||||
2025-07-10 | 13F | 阿尔投资管理公司 | 52,648 | -0.52 | 5,675 | -9.83 | ||||
2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 5,488 | -46.68 | 580 | -45.27 | ||||
2025-08-12 | 13F | 瓦德尔联合有限公司 | 16,246 | -3.30 | 1,751 | -12.36 | ||||
2025-08-11 | 13F | 启发顾问有限责任公司 | 18,488 | -0.19 | 1,993 | -9.49 | ||||
2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 52,532 | -11.75 | 5,374 | -18.91 | ||||
2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 54,253 | -0.38 | 5,848 | -9.70 | ||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 494,199 | -4.61 | 53,275 | -13.54 | ||||
2025-08-20 | 13F | 前沿财富合作伙伴有限责任公司 | 2,680 | -4.96 | 288 | -14.03 | ||||
2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 57,052 | -1.15 | 6 | 0.00 | ||||
2025-08-13 | 13F | 阿勒格尼金融集团有限公司 | 127,122 | -0.39 | 13,704 | -9.72 | ||||
2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 2,589 | -14.10 | 279 | -22.07 | ||||
2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 465,963 | -19.98 | 47,668 | -26.47 | ||||
2025-07-17 | 13F | 预备退休研究所有限责任公司 | 6,924 | -4.50 | 746 | -13.46 | ||||
2025-07-23 | 13F | 查特信托公司 | 226,667 | -3.47 | 24,435 | -12.51 | ||||
2025-08-18 | NP | 太平洋精选基金 - Comstock 投资组合 I 类 | 266,438 | -4.86 | 28,722 | -13.76 | ||||
2025-08-15 | 13F | 灯笼财富顾问有限责任公司 | 4,743 | -5.52 | 511 | -5.37 | ||||
2025-05-15 | 13F | IronBridge 私人财富有限责任公司 | 3,926 | -93.92 | 467 | -93.29 | ||||
2025-08-13 | 13F | 托比亚斯财务顾问公司 | 4,105 | -7.67 | 443 | -16.29 | ||||
2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
2025-05-29 | NP | 美国基金保险系列-新世界基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,115 | -68.63 | 965 | -65.31 | ||||
2025-07-25 | 13F | 量子财务规划服务有限公司 | 3,887 | -17.02 | 419 | -24.78 | ||||
2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 288,919 | -1.76 | 31,145 | -10.96 | ||||
2025-08-01 | 13F | 中心点顾问有限责任公司 | 6,036 | -2.03 | 1 | |||||
2025-07-14 | 13F | 银行家有限责任公司 | 27,462 | -8.94 | 2,960 | -17.46 | ||||
2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 119,663 | -2.93 | 12,900 | -12.01 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | Put | 16,500 | -39.34 | 36 | -61.54 | |||
2025-07-18 | 13F | 哥伦比亚资产管理公司 | 22,909 | -1.29 | 2,470 | -10.54 | ||||
2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 5,078 | -6.12 | 547 | -14.93 | ||||
2025-07-17 | 13F | 资本洞察合伙人有限公司 | 2,083 | -2.89 | 225 | -12.16 | ||||
2025-07-21 | 13F | 上升集团有限责任公司 | 78,557 | -20.27 | 8,468 | -27.74 | ||||
2025-05-15 | 13F/A | 克利尔街有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | NP | NOBL - ProShares S&P 500 Dividend Aristocrats ETF | 1,498,411 | -3.92 | 153,287 | -11.72 | ||||
2025-08-08 | 13F | Bouchey金融集团有限公司 | 3,453 | -2.13 | 372 | -11.22 | ||||
2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 24,966 | -0.11 | 2,691 | -9.45 | ||||
2025-07-11 | 13F | 米勒霍华德投资公司/纽约 | 31,971 | -7.77 | 3,446 | -16.40 | ||||
2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,476 | -41.48 | 159 | -46.82 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 186,318 | -3.14 | 20,085 | -12.20 | ||||
2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 12,284 | -7.35 | 1,324 | -15.99 | ||||
2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 454,654 | -7.74 | 49,012 | -16.37 | ||||
2025-07-17 | 13F | 峰会金融策略公司 | 12,235 | -1.08 | 1,319 | -10.34 | ||||
2025-08-15 | 13F | 布朗财务顾问 | 4,117 | -2.26 | 444 | -11.40 | ||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 766,011 | -4.53 | 78,363 | -12.27 | ||||
2025-04-23 | 13F | Embree金融集团 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-05-15 | 13F/A | 克利尔街有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-08 | 13F | SEED 规划集团有限责任公司 | 10,121 | -84.13 | 1,091 | -85.62 | ||||
2025-06-26 | NP | TEKX - SPDR Galaxy 变革性技术加速器 ETF | 470 | -60.60 | 50 | -61.42 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 投资者信托系列初始类别 | 32,504 | -4.29 | 3,504 | -13.27 | ||||
2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 479,481 | -2.21 | 51,688 | -11.36 | ||||
2025-07-24 | 13F | 伯纳德财富管理公司 | 10,720 | -0.31 | 1,156 | -9.62 | ||||
2025-05-15 | 13F | 韦斯资产管理有限公司 | 205,310 | -14.30 | 24,418 | -13.05 | ||||
2025-08-19 | NP | Securian Funds Trust - SFT Wellington 核心股票基金 1 级 | 17,412 | -1.93 | 1,877 | -11.08 | ||||
2025-07-23 | 13F | 萨默维尔·库尔特·F | 32,818 | -0.11 | 3,538 | -9.47 | ||||
2025-08-11 | 13F | 花旗集团 | 3,977,361 | -11.66 | 428,760 | -19.93 | ||||
2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 1,849,070 | -3.19 | 195,317 | -4.28 | ||||
2025-07-29 | 13F | 凯尔曼-拉扎罗夫公司 | 2,088 | -4.48 | 225 | -13.13 | ||||
2025-03-31 | NP | FDEQX - 富达纪律股票基金 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 | 6,900 | -57.93 | 737 | -61.51 | ||||
2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 111,514 | -3.88 | 12,021 | -12.87 | ||||
2025-07-22 | 13F | 希科利资产管理公司 | 2,545 | -0.82 | 274 | -10.16 | ||||
2025-08-14 | 13F | 顶峰家庭顾问有限责任公司 | 6,877 | -3.76 | 751 | -11.66 | ||||
2025-07-18 | 13F | 西卡特联合有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 4,842 | -6.18 | 522 | -15.01 | ||||
2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 20,920 | -38.36 | 2,255 | -44.13 | ||||
2025-07-08 | 13F | 亚当斯布朗财富顾问有限公司 | 21,140 | -0.62 | 2,279 | -9.92 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,246,036 | -27.69 | 134,323 | -34.46 | ||||
2025-08-14 | 13F | LifePlan 投资顾问有限公司 | 4,711 | -0.90 | 508 | -10.27 | ||||
2025-08-14 | 13F | Point72 欧洲(伦敦)有限责任合伙 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 509,689 | -1.22 | 54,947 | -10.46 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 11,097 | -1.22 | 1,196 | -10.48 | ||||
2025-08-26 | NP | NOIEX - 北方收入股票基金 | 717 | -97.08 | 77 | -97.36 | ||||
2025-08-12 | 13F | 公共部门养老金投资委员会 | 1,078,623 | -26.26 | 116,276 | -33.17 | ||||
2025-08-08 | 13F | 资本投资顾问公司 | 79,902 | -0.85 | 8,613 | -10.13 | ||||
2025-06-18 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 10,865 | -21.25 | 1,148 | -19.11 | ||||
2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 沃特金融有限公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 阿马里洛国家银行 | 27,102 | -2.43 | 2,922 | -11.57 | ||||
2025-07-28 | 13F | 白羊座财富管理 | 44,618 | -23.92 | 4,810 | -31.04 | ||||
2025-08-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 7,009 | -3.43 | 756 | -12.51 | ||||
2025-08-14 | 13F | 票据顾问有限公司 | 1,883 | -4.85 | 203 | -13.62 | ||||
2025-08-11 | 13F | 国家金融集团公司,/ia/ /adv | 79,505 | -34.11 | 8,571 | -40.28 | ||||
2025-08-08 | 13F | 顾问资本管理有限责任公司 | 98,489 | -7.59 | 10,617 | -16.24 | ||||
2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 23,350 | -3.99 | 2,517 | -12.97 | ||||
2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
2025-06-18 | NP | RWSIX - Redwood 系统宏观趋势(“SMarT”)基金 I 类 | 14,445 | -3.31 | 1,526 | -13.65 | ||||
2025-05-15 | 13F | 钷顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | 13F | 全面投资管理公司 | 2,183 | -19.95 | 235 | -27.47 | ||||
2025-08-08 | 13F | 奥斯汀财富管理有限责任公司 | 6,582 | -7.67 | 735 | -5.17 | ||||
2025-08-14 | 13F | 财富保全顾问有限公司 | 176 | -65.42 | 19 | -70.00 | ||||
2025-07-29 | 13F | 温盖特财富顾问有限公司 | 6,227 | -10.34 | 671 | -18.67 | ||||
2025-07-30 | 13F | 工作室投资管理有限公司 | 8,626 | -2.28 | 930 | -11.44 | ||||
2025-07-24 | 13F | 李氏金融公司 | 21,230 | -5.73 | 2,289 | -14.56 | ||||
2025-08-12 | 13F | AIMZ 投资顾问有限公司 | 13,001 | -0.23 | 1,401 | -9.55 | ||||
2025-07-10 | 13F | 克莱尔市场投资有限公司 | 21,652 | -7.32 | 2,334 | -15.98 | ||||
2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 147,349 | -0.36 | 16,117 | -7.42 | ||||
2025-08-13 | 13F | 格罗夫街信托有限责任公司 | 3,512 | -0.62 | 379 | -10.00 | ||||
2025-04-29 | 13F | Centered Wealth LLC dba 米勒股权资本顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | 吉布森资本有限责任公司 | 2,717 | -2.65 | 293 | -11.78 | ||||
2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 26,416,860 | -1.56 | 2,847,738 | -10.77 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 1,927,832 | -1.07 | 207,820 | -10.33 | ||||
2025-07-30 | 13F | 杜普雷金融集团有限责任公司 | 10,384 | -7.48 | 1,119 | -16.12 | ||||
2025-07-25 | NP | INDZX - 哥伦比亚大盘价值基金 A 类 | 663,900 | -0.63 | 67,917 | -8.69 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 28,061 | -11.35 | 3,025 | -19.66 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | 3,546 | -99.56 | 382 | -99.60 | ||||
2025-07-07 | 13F | 第一公民金融公司 | 3,104 | -0.26 | 335 | -9.73 | ||||
2025-08-14 | 13F | XY资本有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | XY资本有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-06-24 | NP | SWPPX - 嘉信标准普尔 500 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 | 9,644,505 | -0.27 | 1,018,749 | -1.39 | ||||
2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 蒙吉斯资本管理公司 | 55,169 | -21.46 | 5,947 | -28.80 | ||||
2025-07-21 | 13F | 中心星资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 28,002 | -53.04 | 2,881 | -60.90 | ||||
2025-08-08 | 13F | 账户银行信托部 | 20,440 | -20.91 | 2,203 | -28.31 | ||||
2025-07-08 | 13F | 北极星咨询集团有限责任公司 | 19,696 | -0.36 | 2,123 | -9.66 | ||||
2025-05-14 | 13F | 遗产财富合作伙伴有限责任公司 | 10,193 | -32.68 | 1,212 | -25.55 | ||||
2025-08-13 | 13F | 道奇考克斯 | 77,616 | -0.32 | 8,367 | -9.64 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | 42,409 | -81.13 | 4,572 | -82.90 | ||||
2025-07-30 | 13F | 财务视角公司 | 4,156 | -9.75 | 448 | -18.10 | ||||
2025-07-23 | NP | THPMX - 汤普森中型股基金 | 4,974 | -11.16 | 509 | -18.46 | ||||
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 | 148,257 | -1.75 | 15,982 | -10.94 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 30,989 | -17.13 | 3,273 | -18.07 | ||||
2025-07-25 | 13F | 优素福资本管理有限公司 | 663,247 | -2.55 | 71,498 | -11.67 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:A2 系列 | 5,045 | -8.27 | 544 | -16.97 | ||||
2025-08-15 | 13F/A | 佛罗里达财务顾问有限公司 | 10,028 | -0.76 | 1,081 | -9.92 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 606,149 | -6.20 | 65,343 | -14.98 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 10,518,446 | -1.05 | 1,133,888 | -10.31 | ||||
2025-07-25 | 13F | 退休计划集团有限责任公司/纽约 | 11,357 | -0.54 | 1,224 | -9.87 | ||||
2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 9,327 | -3.58 | 1,005 | -12.61 | ||||
2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | BLB&B 顾问有限公司 | 56,953 | -0.83 | 6,140 | -10.12 | ||||
2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 6,973 | -54.17 | 752 | -58.49 | ||||
2025-07-30 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 37,865 | -19.74 | 4,082 | -27.27 | ||||
2025-07-11 | 13F | 专业咨询服务公司 | 7,693 | -1.76 | 1 | |||||
2025-07-09 | 13F | 戈尔泽投资管理公司 | 162,289 | -1.05 | 17,495 | -10.31 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 22,751 | -6.67 | 2 | 0.00 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A3 系列 | 2,098 | -6.13 | 226 | -14.72 | ||||
2025-07-24 | 13F | True Link 财务顾问有限责任公司 | 2,309 | -5.60 | 249 | -14.48 | ||||
2025-08-14 | 13F | 西海岸金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | M&G 有限公司 | 117,024 | -40.88 | 12,639 | -46.35 | ||||
2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 6,809 | -33.56 | 734 | -39.74 | ||||
2025-08-12 | 13F | one8zero8有限责任公司 | 36,030 | -10.83 | 3,884 | -19.17 | ||||
2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 增值投资组合 - 初始股份 | 27,920 | -1.86 | 3,010 | -11.06 | ||||
2025-07-10 | 13F | 红鹰财富顾问公司 | 26,250 | -8.41 | 2,830 | -16.99 | ||||
2025-07-29 | NP | MLOAX - Cohen & Steers MLP 和能源机会基金公司 A 类 | 64,957 | -2.84 | 6,645 | -10.71 | ||||
2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 37,259 | -1.94 | 4,016 | -11.11 | ||||
2025-08-14 | 13F | Stonehaven 财富与税务解决方案有限责任公司 | 2,386 | -0.17 | 257 | -9.51 | ||||
2025-07-11 | 13F | 资本优势公司 | 15,103 | -1.56 | 1,628 | -1.33 | ||||
2025-07-15 | 13F | BKA财富咨询公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Global X 日本株式会社 | 5,497 | -1.35 | 593 | -10.57 | ||||
2025-07-15 | 13F | 伊顿金融控股有限公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 巴伦财富管理有限公司 | 3,117 | -53.62 | 336 | -58.07 | ||||
2025-08-12 | 13F | 博克夫,那 | 1,882,434 | -0.06 | 202,926 | -9.41 | ||||
2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 16,022 | -0.08 | 1,727 | -9.44 | ||||
2025-08-04 | 13F | 小屋街顾问有限责任公司 | 3,185 | -4.10 | 343 | -12.94 | ||||
2025-07-08 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 19,235 | -1.29 | 2,074 | -10.53 | ||||
2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 2,483 | -11.76 | 267 | -20.06 | ||||
2025-07-14 | 13F | 麦克马洪财务顾问有限责任公司 | 38,864 | -5.15 | 4,190 | -14.04 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 328,725 | -0.69 | 35,437 | -9.99 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 190,431 | -9.99 | 20,528 | -18.42 | ||||
2025-06-03 | 13F | 投资有限责任公司 | 14,845 | -16.78 | 1,765 | -7.98 | ||||
2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 7,606 | -1.87 | 1 | |||||
2025-08-19 | 13F | 安佳投资管理有限公司 | 101,516 | -0.49 | 10,943 | -9.80 | ||||
2025-07-25 | NP | IEVAX - 哥伦比亚全球股票价值基金 A 类 | 173,745 | -16.34 | 17,774 | -23.12 | ||||
2025-07-17 | 13F | 西北财富管理有限公司 | 10,876 | -0.64 | 1,172 | -9.92 | ||||
2025-08-15 | 13F | 高瀑布顾问公司 | 7,789 | -6.11 | 840 | -14.91 | ||||
2025-07-25 | 13F | 夏普金融服务有限公司 | 14,130 | -6.45 | 1,523 | -15.20 | ||||
2025-07-30 | 13F | 会员信托公司 | 11,525 | -2.49 | 1,242 | -11.60 | ||||
2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 67,622 | -0.45 | 7,290 | -9.77 | ||||
2025-05-15 | 13F | 伯克利WR公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | SageOak 金融有限责任公司 | 10,106 | -2.62 | 1,089 | -11.75 | ||||
2025-08-04 | 13F | Noesis资本管理公司 | 6,777 | -6.29 | 731 | -15.12 | ||||
2025-04-25 | 13F | 中大西洋资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 507,700 | -43.96 | 54,730 | -49.20 | |||
2025-08-27 | NP | Brighthouse Funds Trust II - MFS 总回报投资组合 A 级 | 48,104 | -1.50 | 5,186 | -10.73 | ||||
2025-07-16 | 13F | 哈特福德投资管理公司 | 259,990 | -2.12 | 28,027 | -11.28 | ||||
2025-08-14 | 13F | 顾问操作系统有限责任公司 | 17,163 | -3.31 | 1,850 | -12.36 | ||||
2025-07-16 | 13F | 真北顾问有限责任公司 | 64,513 | -9.29 | 6,955 | -17.78 | ||||
2025-07-25 | 13F | 格里芬资产管理公司 | 80,409 | -0.20 | 8,668 | -9.54 | ||||
2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 62,310 | -11.87 | 6,717 | -20.12 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 67,900 | -49.55 | 7,320 | -54.28 | |||
2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 2,650 | -4.88 | 286 | -13.90 | ||||
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 | 259,533 | -1.10 | 27,414 | -2.21 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 279,200 | -32.41 | 30,098 | -38.74 | |||
2025-08-26 | NP | MSFRX - MFS 总回报基金 A | 631,258 | -1.03 | 68,050 | -10.29 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 10,600 | -98.70 | 1,143 | -98.82 | |||
2025-07-29 | NP | NELAX - Nuveen 股票多头/空头基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,500 | -19.44 | 1,483 | -25.96 | ||||
2025-08-14 | 13F | 核心第一银行与信托 | 20,889 | -7.97 | 2,252 | -16.60 | ||||
2025-08-14 | 13F | 瑞银集团 | Put | 1,374,800 | -17.35 | 148,203 | -25.09 | |||
2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 15,975 | -30.72 | 1,687 | -31.51 | ||||
2025-07-10 | 13F | 焦点金融网络有限公司 | 24,832 | -22.45 | 2,677 | -29.73 | ||||
2025-08-07 | 13F | HC 顾问有限责任公司 | 3,682 | -15.32 | 397 | -23.40 | ||||
2025-07-08 | 13F | 帕里西格雷财富管理 | 2,477 | -0.12 | 267 | -9.52 | ||||
2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 25,526 | -5.81 | 2,752 | -14.64 | ||||
2025-08-06 | 13F | 南州公司 | 79,146 | -2.25 | 8,532 | -11.40 | ||||
2025-06-25 | NP | FEX - First Trust 大盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 46,269 | -12.02 | 4,887 | -13.01 | ||||
2025-08-12 | 13F | 霍尔德内斯投资公司 | 46,768 | -2.68 | 5,042 | -11.79 | ||||
2025-08-12 | 13F | 埃尔德里奇投资顾问公司 | 13,470 | -1.53 | 1,452 | -10.70 | ||||
2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 1,431 | -14.11 | 154 | -22.22 | ||||
2025-08-14 | 13F | 氦顾问有限责任公司 | 3,840 | -9.84 | 414 | -18.38 | ||||
2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 1,083,487 | -2.46 | 114,449 | -3.56 | ||||
2025-07-30 | 13F | WESPAC 顾问南加州有限责任公司 | 3,131 | -10.29 | 338 | -18.80 | ||||
2025-07-29 | NP | ACGIX - 景顺成长和收益基金 A 类 | 548,451 | -0.50 | 56,107 | -8.57 | ||||
2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 8,154 | -33.15 | 861 | -33.92 | ||||
2025-08-14 | 13F | 停战资本有限公司 | 0 | -100.00 | 0 | |||||
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 | 981,500 | -16.51 | 105,806 | -24.32 | ||||
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 | 221,883 | -1.32 | 23,919 | -10.56 | ||||
2025-07-23 | 13F | 理查森资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 4,803 | -11.02 | 518 | -19.34 | ||||
2025-07-17 | 13F | 查塔姆资本集团有限公司 | 18,443 | -4.42 | 1,988 | -13.34 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / 莫 / | 4,636 | -26.89 | 500 | -33.82 | ||||
2025-07-16 | 13F | 马格纳斯金融集团有限责任公司 | 50,914 | -8.35 | 5,488 | -16.92 | ||||
2025-08-07 | 13F | 峰会 X 有限责任公司 | 24,381 | -47.43 | 2,628 | -52.35 | ||||
2025-08-06 | 13F | Vantage 金融合作伙伴有限责任公司 | 2,909 | -2.55 | 314 | -11.83 | ||||
2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 1,435,160 | -0.44 | 151,596 | -1.56 | ||||
2025-07-25 | 13F | 阿波罗财富管理有限责任公司 | 179,107 | -1.05 | 19,308 | -10.31 | ||||
2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 46,211 | -45.77 | 4,982 | -43.47 | ||||
2025-08-14 | 13F | 基础设施资本顾问有限公司 | 11,157 | -31.79 | 1,203 | -38.20 | ||||
2025-08-08 | 13F | 史密斯菲尔德信托公司 | 74,245 | -0.72 | 8 | 0.00 | ||||
2025-08-06 | 13F | 易普森顾问集团有限责任公司 | 5,559 | -11.18 | 599 | -19.49 | ||||
2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 262 | -45.19 | 28 | -50.00 | ||||
2025-07-25 | NP | USBLX - 增长和税收策略基金 | 35,349 | -19.26 | 3,616 | -25.81 | ||||
2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 南街顾问有限责任公司 | 10,150 | -0.27 | 1,094 | -9.59 | ||||
2025-07-28 | 13F | 纳德勒金融集团公司 | 10,570 | -1.69 | 1,139 | -10.88 | ||||
2025-08-28 | NP | Aim 可变保险基金(invesco 可变保险基金)- Invesco Vi Comstock 基金系列 I | 116,106 | -24.71 | 12,516 | -31.75 | ||||
2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 392,928 | -1.68 | 40,197 | -9.65 | ||||
2025-07-24 | NP | FEQTX - 富达股票股息收入基金 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 | 1,086,100 | -17.86 | 111,108 | -24.52 | ||||
2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 78,511 | -9.06 | 8,463 | -17.57 | ||||
2025-05-15 | 13F | 水产资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | Nuveen S&p 500 Buywrite 收益基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 155,487 | -6.72 | 16,761 | -15.45 | ||||
2025-08-14 | 13F | Optiver控股有限公司 | Put | 2,500 | -59.68 | 270 | -63.50 | |||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 258,997 | -43.88 | 27,920 | -49.13 | ||||
2025-08-06 | 13F | 云资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | 13F | 汇添富资产管理有限公司 | 14,762 | -39.57 | 1,591 | -45.23 | ||||
2025-08-14 | 13F | 卡斯卡德资本资产管理有限责任公司 | 14,649 | -0.93 | 1,579 | -10.18 | ||||
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 | 66,322 | -217.23 | 7,006 | -206.04 | ||||
2025-07-14 | 13F | 霍伊投资公司 | 2,432 | -5.52 | 262 | -14.38 | ||||
2025-08-13 | 13F | 帝国财务管理有限公司 | 16,058 | -11.08 | 1,731 | -19.38 | ||||
2025-07-15 | 13F | 卡夫资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 韦策尔投资顾问公司 | 6,379 | -13.45 | 688 | -21.58 | ||||
2025-07-22 | 13F | 威尔斯特雷卡索金融集团有限责任公司 | 59,856 | -3.96 | 6,453 | -12.95 | ||||
2025-07-29 | 13F | 约翰·G·厄尔曼联合公司 | 107,041 | -0.16 | 11,539 | -9.50 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 95 | -40.25 | 10 | -44.44 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-01 | 13F | 左脑财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 帕金斯资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 34,641 | -5.12 | 3,734 | -3.56 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 148,740 | -39.09 | 16,034 | -44.79 | ||||
2025-07-29 | 13F | 福斯特莫特利公司 | 43,766 | -4.92 | 5 | -20.00 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP MFS 价值基金标准级 | 372,284 | -2.14 | 40,132 | -11.30 | ||||
2025-08-13 | 13F | 博特尔古德曼有限公司 | 1,400 | -30.00 | 0 | |||||
2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 2,827,167 | -21.76 | 304,769 | -29.08 | ||||
2025-07-22 | 13F | 高地资本管理有限公司 | 66,492 | -5.08 | 7,168 | -13.97 | ||||
2025-08-11 | 13F | 西太平洋银行 | 3,531 | -69.05 | 381 | -71.98 | ||||
2025-07-24 | 13F | 麦金利卡特财富服务公司 | 13,911 | -3.49 | 1,500 | -12.54 | ||||
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 | 11,054 | -11.79 | 1,168 | -12.78 | ||||
2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 221,557 | -1.85 | 22,665 | -9.81 | ||||
2025-07-23 | 13F | 印第安纳信托投资管理公司 | 13,596 | -12.18 | 1,466 | -20.42 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 4,868 | -12.23 | 525 | -20.49 | ||||
2025-08-12 | 13F | Axq资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | TILCX - T. Rowe Price 机构大盘价值基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 466,667 | -9.08 | 50,307 | -17.59 | ||||
2025-08-05 | 13F | 连续财富顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | 夏基、豪斯和贾弗 | 3,431 | -0.03 | 370 | -9.56 | ||||
2025-07-23 | 13F | Avantra 家庭财富有限公司 | 2,465 | -2.95 | 266 | -12.25 | ||||
2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 20,556 | -82.38 | 2,283 | -81.98 | ||||
2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 38,728 | -11.12 | 3,962 | -18.33 | ||||
2025-07-16 | 13F | 国会资产管理公司/马 | 50,441 | -4.24 | 5,438 | -13.20 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 39,816 | -51.54 | 4,292 | -56.07 | ||||
2025-07-15 | 13F | 阿特萨资本有限公司 | 3,176 | -3.61 | 342 | -12.53 | ||||
2025-05-15 | 13F | 野村控股公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-05-15 | 13F | 野村控股公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-11 | 13F | 格罗夫银行与信托 | 64,159 | -0.43 | 6,916 | -9.75 | ||||
2025-07-14 | 13F | 福斯特集团有限公司 | 13,918 | -11.73 | 1,500 | -20.00 | ||||
2025-07-07 | 13F | 多明格斯财富管理解决方案公司 | 3,351 | -5.63 | 361 | -14.45 | ||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 31,686 | -2.63 | 3,416 | -11.76 | ||||
2025-07-25 | 13F | 地标财富管理有限责任公司 | 2,831 | -1.63 | 0 | |||||
2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 130,534 | -9.97 | 13,788 | -10.98 | ||||
2025-07-08 | 13F | NBC 证券公司 | 42,357 | -6.48 | 5 | -20.00 | ||||
2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 2,605 | -99.81 | 281 | -99.83 | ||||
2025-08-04 | 13F | 财务规划中心有限公司 | 14,438 | -1.37 | 1,556 | -10.57 | ||||
2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 21,371 | -0.67 | 2,304 | -9.97 | ||||
2025-07-17 | 13F/A | 资本投资顾问有限责任公司 | 216,590 | -1.05 | 23,348 | -10.31 | ||||
2025-08-14 | 13F | 西门子基金投资有限公司 | 26,444 | -0.70 | 2,851 | -10.01 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 225,862 | -3.86 | 24,348 | -12.86 | ||||
2025-07-14 | 13F | 纳鲁斯金融合作伙伴有限责任公司 | 2,398 | -3.66 | 259 | -12.84 | ||||
2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 53,022 | -3.55 | 5,716 | -12.59 | ||||
2025-05-08 | 13F | 美国财务顾问有限公司 | 4,418 | -3.33 | 525 | 6.92 | ||||
2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 中心星资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-25 | 13F | 协和财富合作伙伴 | 36,923 | -5.80 | 3,980 | -14.61 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 36,793 | -7.86 | 3,966 | -16.49 | ||||
2025-05-05 | 13F | 晨星投资服务有限责任公司 | 34,363 | -52.17 | 4 | -42.86 | ||||
2025-08-14 | 13F | NCM资本管理有限责任公司 | 17,711 | -4.47 | 1,909 | -13.38 | ||||
2025-07-08 | 13F | 接合财富策略有限公司 | 2,290 | -18.91 | 247 | -26.57 | ||||
2025-07-31 | 13F | 转折点福利集团有限公司 | 3,600 | -14.91 | 388 | -10.80 | ||||
2025-07-28 | 13F | 港口投资公司 | 59,785 | -1.02 | 6,445 | -10.29 | ||||
2025-08-12 | 13F | 安普夸银行 | 9,698 | -2.90 | 1,107 | -6.74 | ||||
2025-07-07 | 13F | 奥康纳金融集团有限责任公司 | 3,260 | -0.70 | 366 | -6.41 | ||||
2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 9,635,828 | -11.51 | 1,038,742 | -19.79 | ||||
2025-07-31 | 13F | 顶峰财富管理集团有限公司 | 2,608 | -38.42 | 281 | -44.14 | ||||
2025-08-01 | 13F | 吉尼斯资产管理有限公司 | 106,849 | -9.90 | 11,574 | -17.71 | ||||
2025-08-14 | 13F | 美国银行 /de/ | Put | 1,401,300 | -5.20 | 151,060 | -14.07 | |||
2025-07-21 | 13F | 中心星资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 8,977 | -3.60 | 968 | -12.65 | ||||
2025-05-15 | 13F | 黑暗森林资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | FT Vest 总回报收益基金:A3 系列 | 3,318 | -7.55 | 358 | -16.20 | ||||
2025-06-25 | NP | MNDFX - 纪律价值系列 I 类 | 43,702 | -14.48 | 4,616 | -15.44 | ||||
2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 9,636 | -14.79 | 1,039 | -22.77 | ||||
2025-04-11 | 13F | 保障金融有限责任公司 | 5,404 | -5.21 | 643 | 4.73 | ||||
2025-07-30 | 13F | 福格尔资本管理公司 | 2,981 | -9.97 | 321 | -18.32 | ||||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 1,081 | -17.23 | 111 | -24.14 | ||||
2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 6,500 | -14.81 | 701 | -22.82 | ||||
2025-07-31 | 13F | 卡博特财富管理公司 | 3,406 | -9.32 | 367 | -17.71 | ||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 447,698 | -1.37 | 48,270 | -10.60 | ||||
2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 1,870 | -12.62 | 202 | -20.87 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 33,062,597 | -25.34 | 3,564 | -32.32 | ||||
2025-08-08 | 13F | 勘探者合作伙伴有限公司 | 131,973 | -6.33 | 14,227 | -15.10 | ||||
2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 6,087 | -3.53 | 656 | -12.53 | ||||
2025-07-21 | 13F | Clarity 资本合作伙伴有限责任公司 | 7,486 | -12.66 | 807 | -20.90 | ||||
2025-08-04 | 13F | 莱德亚德国家银行 | 40,341 | -2.17 | 4,349 | -11.34 | ||||
2025-08-06 | 13F | 沃克纳·康登财务顾问有限责任公司 | 12,401 | -9.97 | 1,337 | -18.44 | ||||
2025-06-24 | NP | QDF - FlexShares 优质股息指数基金 | 60,416 | -16.45 | 6,382 | -17.39 | ||||
2025-08-01 | 13F | 特维斯投资管理公司 | 15,460 | -11.31 | 1,667 | -11.15 | ||||
2025-08-12 | 13F | 种子投资者有限责任公司 | 4,512 | -3.94 | 486 | -12.90 | ||||
2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 23,200 | -6.08 | 2,683 | -6.62 | ||||
2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 69,256 | -55.68 | 7,466 | -59.83 | ||||
2025-08-05 | 13F | 未来资产证券(美国)有限公司 | 101,056 | -32.80 | 10,894 | -39.09 | ||||
2025-04-17 | 13F | FNY 投资顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | 克里克穆尔资产管理有限责任公司 | 25,198 | -4.70 | 2,716 | -13.61 | ||||
2025-07-25 | NP | FILL - iShares MSCI 全球能源生产商 ETF | 137,852 | -4.98 | 14,102 | -12.69 | ||||
2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 69,532 | -2.58 | 8,269 | 7.71 | ||||
2025-08-06 | 13F | 加拿大钱斯勒金融集团 WB LP | 6,195 | -2.67 | 668 | -11.77 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A2 系列 | 10,888 | -6.15 | 1,174 | -14.94 | ||||
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 | 239,493 | -2.12 | 25,817 | -11.28 | ||||
2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 184,925 | -5.14 | 19,935 | -14.01 | ||||
2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 71,268 | -0.28 | 7,683 | -9.61 | ||||
2025-07-17 | 13F | 遗产投资集团有限公司 | 8,192 | -4.71 | 883 | -13.60 | ||||
2025-08-12 | 13F | 西北互助投资管理公司 | 137,493 | -0.69 | 14,822 | -9.98 | ||||
2025-07-18 | 13F | 普罗维登财富管理有限责任公司 | 6,796 | -1.92 | 733 | -11.17 | ||||
2025-04-09 | 13F | 先锋财富管理集团 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 280,813 | -0.72 | 29,662 | -1.83 | ||||
2025-07-01 | 13F | 港口投资咨询有限公司 | 40,676 | -3.67 | 4,385 | -12.69 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 2,951,211 | -0.09 | 318,197 | -9.41 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 169,436 | -0.69 | 18,265 | -9.98 | ||||
2025-08-13 | 13F | 鼎石金融集团 | 50,137 | -0.56 | 5,405 | -9.80 | ||||
2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 367,949 | -3.89 | 38,866 | -4.97 | ||||
2025-08-13 | 13F | 绿丰资产管理有限公司 | 11,277 | -0.53 | 1,216 | -9.87 | ||||
2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 12,835 | -1.59 | 1,384 | -10.83 | ||||
2025-08-05 | 13F | 财务意识顾问公司 | 45,398 | -0.20 | 4,894 | -9.56 | ||||
2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 8,302 | -8.58 | 895 | -17.22 | ||||
2025-08-07 | 13F | 坎伯兰顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | 谷国家顾问公司 | 21,625 | -5.21 | 2 | 0.00 | ||||
2025-07-29 | 13F | 私人信托公司 | 55,533 | -19.64 | 5,986 | -27.16 | ||||
2025-08-04 | 13F | 诚信联盟有限责任公司 | 31,931 | -46.39 | 3,442 | -51.40 | ||||
2025-08-11 | 13F | PFG 私人财富管理有限责任公司 | 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 | 34,516 | -16.31 | 3,721 | -24.16 | ||||
2025-07-14 | 13F | 帕拉西奥斯财富管理有限责任公司 | 3,179 | -4.42 | 343 | -13.42 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 总回报投资组合 1 级 | 39,949 | -1.03 | 4,220 | -2.16 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 541,500 | -11.27 | 58,374 | -19.58 | |||
2025-08-12 | 13F | 美洲投资伙伴公司 | 98,717 | -1.06 | 10,640 | -10.32 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 2,832 | -3.77 | 305 | -12.86 | ||||
2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 3,044,545 | -24.25 | 328,202 | -31.34 | ||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
2025-04-29 | 13F | 费尔威财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | 信托金融集团有限责任公司 | 7,394 | -0.16 | 808 | 9.05 | ||||
2025-06-27 | NP | PXI - Invesco DWA 能源动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,113 | -7.02 | 1,279 | -8.05 | ||||
2025-07-22 | 13F | 萨菲尔财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 弗鲁斯投资管理公司 | 85,312 | -0.26 | 9 | -10.00 | ||||
2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 18,300 | -8.18 | 1,872 | -15.60 | ||||
2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 694,131 | -0.69 | 74,827 | -9.99 | ||||
2025-07-29 | 13F | 德多拉资本公司 | 2,682 | -4.89 | 289 | -13.73 | ||||
2025-06-26 | NP | FVAL - 富达价值因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 91,630 | -4.69 | 9,679 | -5.76 | ||||
2025-08-07 | 13F | 49 财富管理有限责任公司 | 11,199 | -7.29 | 1,207 | -15.95 | ||||
2025-08-28 | NP | ALVIX - 大型公司价值基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 705,443 | -9.18 | 76,047 | -17.68 | ||||
2025-07-15 | 13F | 克里斯滕森·金与合伙人投资服务公司 | 3,781 | -3.50 | 408 | -10.75 | ||||
2025-07-23 | 13F | 高注财富有限责任公司 | 180 | -98.81 | 19 | -98.94 | ||||
2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 182,325 | -69.35 | 19,655 | -72.22 | ||||
2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 2,674 | -13.24 | 288 | -21.31 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 10,942 | -35.56 | 1,180 | -41.60 | ||||
2025-07-31 | 13F | 基石财务规划公司 | 49,001 | -1.75 | 5,282 | -10.94 | ||||
2025-08-12 | 13F | SFMG有限公司 | 20,356 | -3.07 | 2,194 | -12.13 | ||||
2025-07-24 | NP | FSEKX - 富达可持续发展美国股票基金 富达顾问可持续发展美国股票基金:A 类 | 2,741 | -4.49 | 280 | -12.23 | ||||
2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 5,049 | -19.92 | 544 | -27.37 | ||||
2025-07-28 | NP | ICAP - InfraCap 股票收益基金 ETF | 15,157 | -7.33 | 1,551 | -14.84 | ||||
2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 10,925 | -1.47 | 1,178 | -10.70 | ||||
2025-08-12 | 13F/A | 波士顿合作伙伴 | 484,197 | -4.67 | 52,194 | -13.55 | ||||
2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 200,571 | -2.06 | 21,622 | -11.23 | ||||
2025-07-30 | 13F | 彭定康集团有限公司 | 28,897 | -4.30 | 3,115 | -13.26 | ||||
2025-08-14 | 13F | 水路财富管理有限责任公司 | 9,551 | -31.04 | 1,030 | -37.52 | ||||
2025-08-11 | 13F | 斯通里奇投资合伙公司 | 8,976 | -27.20 | 1 | -100.00 | ||||
2025-07-28 | 13F | 莫里斯金融概念公司 | 6,301 | -27.88 | 679 | -34.65 | ||||
2025-08-07 | 13F | 资本财富规划有限责任公司 | 28,313 | -2.45 | 3,052 | -11.56 | ||||
2025-08-07 | 13F | 半岛资产管理公司 | 22,930 | -1.62 | 2,472 | -10.86 | ||||
2025-05-13 | 13F | RR 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 一河资产管理有限责任公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 266,154 | -2.61 | 27,228 | -10.51 | ||||
2025-04-17 | 13F | 美第奇资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | 朗维财富管理 | 19,565 | -3.18 | 2,109 | -12.23 | ||||
2025-08-14 | 13F | 一河资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 贾里斯洛斯基,弗雷泽有限公司 | 144,227 | -1.31 | 15,548 | -10.55 | ||||
2025-08-14 | 13F | 一河资产管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 2,801 | -6.41 | 296 | -7.52 | ||||
2025-07-29 | 13F | 百丽资本国际有限公司 | 4,499 | -14.45 | 485 | -22.56 | ||||
2025-08-13 | 13F | 咨询研究公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | SummitTX Capital,LP | 7,135 | -8.79 | 769 | -17.31 | ||||
2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 1,820 | -1.30 | 196 | -10.50 | ||||
2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 4,613 | -0.71 | 514 | 2.19 | ||||
2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 13,505 | -1.39 | 1,456 | -10.63 | ||||
2025-08-11 | 13F | GKV资本管理有限公司 | 17,106 | -25.41 | 1,844 | -32.38 | ||||
2025-08-13 | 13F | 宪法资本有限责任公司 | 9,990 | -2.11 | 1,077 | -11.29 | ||||
2025-06-30 | NP | PEXL - Pacer 美国出口领袖 ETF | 3,777 | -27.42 | 399 | -28.29 | ||||
2025-08-12 | 13F | 集中财富管理 | 5,506 | -3.03 | 594 | -12.15 | ||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 135,852 | -1.22 | 14,645 | -10.47 | ||||
2025-05-12 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | 古根海姆战略机会基金 | 146 | -4.58 | 15 | -17.65 | ||||
2025-08-28 | NP | VSMV - VictoryShares 美国多因素最低波动性 ETF | 33,379 | -0.57 | 3,598 | -9.87 | ||||
2025-04-04 | 13F | 库珀投资者有限公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 圣约翰投资管理有限公司 | 17,637 | -9.85 | 1,901 | -18.27 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 4,201,792 | -2.60 | 452,953 | -11.71 | ||||
2025-08-14 | 13F | Evercore财富管理有限责任公司 | 84,629 | -0.80 | 9,123 | -10.08 | ||||
2025-07-21 | 13F | 卡塔利娜资本集团有限责任公司 | 2,591 | -39.74 | 279 | -45.40 | ||||
2025-07-30 | 13F | 信托规划有限责任公司 | 6,675 | -0.19 | 720 | -9.56 | ||||
2025-08-05 | 13F | 未来资产证券(美国)有限公司 | Put | 100,000 | -33.33 | 10,780 | -39.57 | |||
2025-07-22 | 13F | 马克斯集团财富管理公司 | 26,001 | -14.57 | 2,803 | -22.58 | ||||
2025-07-18 | 13F | 米勒财富顾问有限公司 | 291,118 | -6.72 | 31,383 | -15.44 | ||||
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 | 8,300 | -2.92 | 895 | -12.01 | ||||
2025-08-27 | 13F | 巴恩斯财富管理集团 | 3,693 | -4.94 | 398 | -13.85 | ||||
2025-06-26 | NP | 克拉夫全球股息和收益基金 | 7,310 | -49.97 | 772 | -50.51 | ||||
2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 5,675 | -8.67 | 1 | |||||
2025-08-19 | 13F | 德洛斯财富顾问有限责任公司 | 3,830 | -6.22 | 413 | -15.05 | ||||
2025-08-12 | 13F | 马丁沃利集团 | 4,430 | -0.02 | 478 | -9.32 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 69,711 | -0.76 | 7,515 | -10.06 | ||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 2,048,217 | -3.37 | 220,798 | -12.41 | ||||
2025-05-13 | 13F | Trajan 财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 4,737,990 | -12.00 | 510,755 | -20.24 | ||||
2025-07-31 | 13F | 地层财富顾问有限责任公司 | 5,932 | -52.19 | 640 | -56.68 | ||||
2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 27,559 | -0.84 | 2,971 | -10.14 | ||||
2025-07-22 | 13F | 麦克诺顿财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 282,253 | -0.13 | 30 | -9.09 | ||||
2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 14,259 | -93.13 | 1,537 | -25.96 | ||||
2025-07-29 | 13F | 贝尔与布朗财富顾问有限公司 | 74,309 | -0.66 | 8,008 | -9.98 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 11,812 | -4.95 | 1,273 | -13.81 | ||||
2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 7,381 | -1.30 | 796 | -10.57 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 7,983,097 | -1.31 | 860,578 | -10.55 | ||||
2025-05-14 | 13F | 蒙特利私人财富公司 | 13,301 | -18.34 | 1,582 | -9.76 | ||||
2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 2,875 | -18.97 | 310 | -25.90 | ||||
2025-07-07 | 13F | HMS 资本管理有限责任公司 | 2,873 | -29.15 | 310 | -25.90 | ||||
2025-07-17 | 13F | 海岸线信托公司 | 13,107 | -8.09 | 1,413 | -16.75 | ||||
2025-08-04 | 13F | 三角帆信托基金 | 67,626 | -2.59 | 7,290 | -11.70 | ||||
2025-08-14 | 13F | 道富银行 | 208,647,111 | -2.86 | 22,492,159 | -11.95 | ||||
2025-08-19 | 13F | 斯洛克姆戈登律师事务所 | 69,193 | -7.62 | 7,459 | -16.27 | ||||
2025-07-21 | 13F | 克伦威尔控股有限公司 | 12,208 | -3.00 | 1,316 | -12.03 | ||||
2025-06-27 | NP | SMRI - Bushido Capital 美国股票 ETF | 72,773 | -2.40 | 7,687 | -3.49 | ||||
2025-08-29 | NP | LABAX - Loomis Sayles 战略 Alpha 基金 A 类 | 1,107 | -26.98 | 119 | -33.89 | ||||
2025-07-28 | 13F | Omnia 家族财富有限责任公司 | 2,071 | -35.18 | 223 | -41.32 | ||||
2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 69,609 | -0.82 | 7,504 | -10.10 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | Put | 5,200 | -83.17 | 561 | -84.76 | |||
2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 27,095 | -0.35 | 3 | -33.33 | ||||
2025-08-26 | NP | 机构投资策略基金 | 314 | -0.63 | 34 | -10.81 | ||||
2025-07-17 | 13F | 詹尼资本管理有限公司 | 44,720 | -0.46 | 5 | -20.00 | ||||
2025-08-13 | 13F | 奎斯特投资管理有限公司 | 8,000 | -3.61 | 862 | -12.66 | ||||
2025-07-21 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 农民信托公司 | 30,496 | -5.01 | 3,287 | -13.91 | ||||
2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 15,880 | -0.63 | 1,712 | -9.95 | ||||
2025-08-07 | 13F | 马丁投资管理有限责任公司 | 6,798 | -2.02 | 733 | -11.27 | ||||
2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 376,096 | -19.18 | 40,543 | -26.75 | ||||
2025-08-14 | 13F | 英镑财富管理公司 | 10,738 | -1.43 | 1,158 | -1.20 | ||||
2025-07-30 | 13F | 帕拉贡顾问有限责任公司 | 2,941 | -35.93 | 317 | -41.83 | ||||
2025-05-14 | 13F | 传奇财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-05-29 | NP | KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund A 类股票 | 7,406 | -5.99 | 782 | -7.02 | ||||
2025-07-09 | 13F | 诚实资本有限责任公司 | 6,662 | -6.92 | 718 | -15.63 | ||||
2025-08-12 | 13F | 塔博克斯家族办公室有限公司 | 6,754 | -0.19 | 728 | -9.45 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | Call | 141,500 | -68.22 | 0 | -100.00 | |||
2025-07-01 | 13F | 公园国家公司/哦/ | 200,187 | -7.46 | 21,580 | -16.12 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 1,337,738 | -2.06 | 144,208 | -11.23 | ||||
2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 121,724 | -14.95 | 12,452 | -21.85 | ||||
2025-07-10 | 13F | 巴斯储蓄信托公司 | 151,195 | -1.23 | 16,299 | -10.48 | ||||
2025-08-06 | 13F | 圆石顾问有限责任公司 | 33,518 | -3.21 | 3,613 | -12.26 | ||||
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 | 39,160 | -9.74 | 4,221 | -18.20 | ||||
2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 3,813 | -5.24 | 453 | 4.86 | ||||
2025-07-29 | NP | VNSAX - Vaughan Nelson Select 基金 A 类 | 105,310 | -11.78 | 10,773 | -18.94 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 1,296,918 | -1.37 | 139,808 | -10.60 | ||||
2025-06-17 | NP | BHBFX - 麦迪逊股息收益基金 股息收益基金 Y 类 | 22,700 | -5.81 | 2,398 | -6.88 | ||||
2025-06-26 | NP | UVALX - 价值基金份额 | 166,500 | -19.14 | 17,587 | -20.05 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 240,147 | -3.90 | 25,888 | -12.89 | ||||
2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 11,745 | -22.75 | 1,266 | -29.98 | ||||
2025-07-25 | 13F | Presilium 私人财富有限公司 | 18,913 | -0.60 | 2,039 | -9.90 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 399,423 | -7.82 | 43,058 | -16.45 | ||||
2025-07-29 | 13F | 屋顶 Eidam 和 Maycock/adv | 9,333 | -28.50 | 1,006 | -35.18 | ||||
2025-07-23 | 13F | 新英格兰专业规划集团公司 | 10,155 | -3.93 | 1,095 | -12.97 | ||||
2025-04-17 | 13F | 人生规划合作伙伴公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 11,726 | -1.77 | 1,264 | -10.92 | ||||
2025-08-14 | 13F | 西永资本有限公司 | 71,314 | -6.57 | 7,688 | -15.31 | ||||
2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 5,726 | -5.78 | 617 | -14.54 | ||||
2025-08-14 | 13F | 威默联合公司 1 有限公司 | 9,814 | -0.41 | 1,058 | -1.95 | ||||
2025-08-14 | 13F | 克拉夫资本合伙公司 | 7,310 | -49.97 | 1 | -100.00 | ||||
2025-05-06 | 13F | 赫德克财富有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 信托集团有限责任公司 | 52,479 | -0.86 | 5,657 | -10.14 | ||||
2025-07-25 | 13F | 阿尔法金融合作伙伴有限责任公司 | 4,540 | -2.32 | 489 | -11.41 | ||||
2025-07-30 | 13F | 信赖投资管理有限责任公司 | 11,415 | -6.31 | 1,231 | -15.11 | ||||
2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 181,884 | -7.46 | 19,607 | -16.12 | ||||
2025-08-21 | 13F | Aveo 资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 151,652 | -1.98 | 16,348 | -11.15 | ||||
2025-08-05 | 13F | 太平洋财富策略集团有限公司 | 2,000 | -2.44 | 223 | -8.23 | ||||
2025-07-29 | 13F | 罗宾逊价值管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 希尔斯银行信托公司 | 44,353 | -3.33 | 4,781 | -12.37 | ||||
2025-06-25 | NP | EIPX - FT Energy Income Partners 策略 ETF | 154,141 | -1.54 | 16,282 | -2.65 | ||||
2025-08-13 | 13F | 基尔坦合伙人律师事务所 | 58,183 | -6.58 | 6,272 | -15.32 | ||||
2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 137,217 | -1.72 | 14,494 | -2.82 | ||||
2025-08-07 | 13F | 峰会资产管理有限责任公司 | 25,132 | -5.87 | 2,709 | -14.68 | ||||
2025-08-14 | 13F | 布兰迪万信托公司 | 62,466 | -6.83 | 6,734 | -15.56 | ||||
2025-06-27 | NP | VLLU-Harbor AlphaEdge 大盘价值 ETF | 558 | -4.62 | 59 | -6.45 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 173,865 | -3.46 | 18,743 | -12.50 | ||||
2025-07-18 | 13F | 社区金融服务集团有限责任公司 | 171,476 | -11.47 | 18,485 | -19.75 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 战略大盘核心 VIP 基金 | 10,034 | -8.57 | 1,082 | -17.16 | ||||
2025-07-30 | 13F | 德纳利顾问有限公司 | 10,579 | -81.19 | 1,140 | -82.95 | ||||
2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-08 | 13F | 基本规划有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 催化剂金融合作伙伴有限公司 | 29,144 | -3.71 | 3,142 | -12.73 | ||||
2025-07-08 | 13F | 爱华顾问有限公司 | 13,066 | -8.06 | 1,409 | -16.69 | ||||
2025-07-14 | 13F | 基克赫弗集团有限公司 | 71,599 | -0.59 | 7,718 | -9.89 | ||||
2025-07-31 | 13F | Topsail财富管理有限责任公司 | 4,340 | -8.80 | 468 | -17.35 | ||||
2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 47,708 | -0.26 | 5,143 | -9.60 | ||||
2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 102,024 | -2.90 | 10,998 | -11.99 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 43,451 | -0.18 | 4,684 | -9.51 | ||||
2025-07-11 | 13F | 量子金融顾问有限责任公司 | 10,220 | -4.16 | 1,102 | -13.17 | ||||
2025-07-15 | 13F | Avaii 财富管理有限公司 | 6,509 | -1.74 | 702 | -10.93 | ||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 史密斯·谢尔纳特·威尔逊有限公司 /adv | 9,830 | -12.61 | 1,060 | -20.79 | ||||
2025-07-23 | 13F | 克拉克与斯图尔特公司 | 15,599 | -0.71 | 1,682 | -10.01 | ||||
2025-05-30 | NP | WBIF - WBI BullBear Value 3000 ETF | 1,002 | -94.98 | 119 | -93.03 | ||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 21,120 | -54.03 | 2,277 | -58.35 | ||||
2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 14,124 | -0.24 | 1,523 | -9.57 | ||||
2025-07-22 | 13F | 旧国家银行/in/ | 134,077 | -2.59 | 14,454 | -11.71 | ||||
2025-07-08 | 13F | 五重奏私人银行(欧洲)SA | 33,081 | -8.70 | 3,566 | -17.24 | ||||
2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 356,505 | -2.89 | 36,470 | -10.76 | ||||
2025-08-08 | 13F | 布兰金希普和福斯特有限责任公司 | 4,804 | -7.38 | 518 | -16.07 | ||||
2025-08-06 | 13F | DDFG 公司 | 26,701 | -0.34 | 2,878 | -9.67 | ||||
2025-08-13 | 13F | 根据斯特林资本管理有限公司。 | 58,467 | -0.29 | 6,303 | -9.62 | ||||
2025-07-09 | 13F | 韦林尼奇资产管理有限公司 | 2,737 | -4.87 | 295 | -13.74 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 1,398 | -1.69 | 151 | -11.24 | ||||
2025-07-08 | 13F | 希科利角银行与信托公司 | 11,917 | -1.29 | 1,285 | -10.52 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 945,128 | -0.67 | 101,885 | -9.97 | ||||
2025-06-27 | NP | FEAMX - 美国第一鹰基金 C 类 | 108,409 | -1.66 | 11,451 | -2.76 | ||||
2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 4,184 | -0.62 | 498 | 9.96 | ||||
2025-07-17 | 13F | 凯恩投资集团有限公司 | 4,784 | -53.40 | 1 | -100.00 | ||||
2025-08-08 | 13F | CWS 财务顾问有限责任公司 | 11,110 | -12.73 | 1,198 | -20.89 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -538 | -58 | |||||
2025-07-22 | NP | JUST - 高盛 JUST 美国大盘股票 ETF | 44,364 | -1.87 | 4,538 | -9.84 | ||||
2025-08-12 | 13F | 蓝图投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Titleist 资产管理有限公司 | 41,436 | -1.54 | 4,467 | -10.77 | ||||
2025-06-26 | NP | MFWTX - MFS 全球总回报基金 A | 45,838 | -3.87 | 4,842 | -4.95 | ||||
2025-08-14 | 13F | 凯利·劳伦斯 W & Associates Inc/ca | 11,083 | -6.20 | 1,195 | -15.02 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 景顺精选股票收益管理波动基金服务类别 | 16,243 | -0.22 | 1,751 | -9.61 | ||||
2025-06-25 | NP | HDV - iShares 核心高股息 ETF | 8,114,778 | -14.02 | 857,164 | -14.99 | ||||
2025-07-24 | 13F | 百特兄弟公司 | 274,608 | -1.20 | 29,603 | -10.45 | ||||
2025-07-25 | 13F | 范斯特鲁姆和汤公司 | 45,706 | -5.94 | 4,927 | -14.74 | ||||
2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 43,737 | -0.59 | 4,715 | -9.90 | ||||
2025-04-22 | 13F | 光明未来财富管理有限责任公司。 | 3,503 | -24.37 | 369 | -26.64 | ||||
2025-08-06 | 13F | 北京哈迪施特劳斯公司 | 116,617 | -0.86 | 12,571 | -10.14 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 146,143 | -1.44 | 14,950 | -9.43 | ||||
2025-03-31 | NP | ADVAX - North Square 战略收益基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 182,684 | -2.62 | 19,693 | -11.73 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P 500 纯价值基金可变年金 | 757 | -21.06 | 82 | -28.95 | ||||
2025-07-17 | 13F | 起重机咨询有限责任公司 | 2,545 | -5.91 | 294 | 5.40 | ||||
2025-08-12 | 13F | 卡姆登国家银行 | 9,560 | -0.32 | 1,031 | -9.65 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 258,503 | -79.26 | 30,744 | -77.07 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 12,138 | -0.50 | 1,308 | -9.79 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 74,500 | -69.20 | 8,031 | -72.08 | |||
2025-07-28 | NP | James Alpha Funds Trust - Easterly Snow 多/空机会基金 C 类 | Short | -3,400 | -140.48 | -348 | -135.05 | |||
2025-08-26 | NP | DLQAX - 纽约梅隆银行大盘股票基金 A 类 | 16,293 | -22.34 | 1,756 | -29.62 | ||||
2025-08-12 | 13F | 拉瑟与基特雷尔公司 | 6,571 | -6.42 | 708 | -15.21 | ||||
2025-08-13 | 13F | Sepio资本有限合伙人 | 4,794 | -4.62 | 517 | -13.57 | ||||
2025-07-14 | 13F | 太平洋合作伙伴公司 | 42,711 | -0.85 | 4,672 | -3.53 | ||||
2025-08-26 | NP | PPI - AXS Astoria 通胀敏感 ETF | 10,439 | -27.82 | 1,125 | -34.55 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 133,391,807 | -5.93 | 14,379,637 | -14.73 | ||||
2025-07-15 | 13F | 家庭投资中心有限公司 | 8,640 | -0.02 | 931 | -9.35 | ||||
2025-08-12 | 13F | 阿维索金融公司 | 7,040 | -27.43 | 759 | -34.26 | ||||
2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 84,805 | -5.83 | 9,142 | -14.65 | ||||
2025-07-29 | 13F | 基础有限公司 | 32,534 | -23.90 | 3,507 | -31.02 | ||||
2025-07-31 | 13F | CAP 合作伙伴有限责任公司 | 3,622 | -0.30 | 391 | -9.72 | ||||
2025-08-11 | 13F | 安比银行 | 22,519 | -6.20 | 2,428 | -14.99 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 84,500 | -56.31 | 9,109 | -60.40 | |||
2025-08-04 | 13F | 海洋资本管理有限公司 | 11,696 | -5.33 | 1,261 | -14.23 | ||||
2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,417,261 | -19.60 | 758,786 | -26.12 | ||||
2025-06-26 | NP | MSTGX - 晨星全球收益基金 | 3,704 | -27.34 | 391 | -28.12 | ||||
2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 6,189 | -3.24 | 633 | -11.10 | ||||
2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 7,933 | -4.69 | 855 | -13.55 | ||||
2025-08-14 | 13F | 信托信托公司 | 620,970 | -0.45 | 66,941 | -9.76 | ||||
2025-07-28 | NP | LBAY - 棱皮龟多/空另类收益 ETF | 13,198 | -5.54 | 1,350 | -13.18 | ||||
2025-08-05 | 13F | 关键金融公司 | 49,110 | -0.29 | 5,294 | -9.61 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 17,704,769 | -3.85 | 1,908,573 | -12.85 | ||||
2025-08-13 | 13F | M&T银行公司 | Call | 107 | -10.08 | 3 | -92.59 | |||
2025-08-13 | 13F | M&T银行公司 | 1,781,387 | -4.39 | 192,034 | -13.34 | ||||
2025-08-05 | 13F | Rockline 财富管理有限责任公司 | 26,840 | -0.11 | 2,893 | -9.45 | ||||
2025-05-15 | 13F | 安吉利斯投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-19 | NP | 西北互助系列基金公司 - 股票收益投资组合 | 89,416 | -15.98 | 9,639 | -23.84 | ||||
2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 15,763 | -60.45 | 1,699 | -64.15 | ||||
2025-07-31 | 13F | BIP 联盟有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 6,300 | -20.25 | 679 | -27.69 | ||||
2025-07-31 | 13F | 达顿财富集团公司 | 1,955 | -9.28 | 211 | -17.97 | ||||
2025-08-15 | 13F | 海耶克卡伦投资管理公司 | 18,146 | -2.67 | 2 | -50.00 | ||||
2025-07-18 | 13F | 社区银行与信托,德克萨斯州韦科 | 84,685 | -0.47 | 9 | -10.00 | ||||
2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 876 | -21.01 | 95 | -21.01 | ||||
2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 34,571 | -0.01 | 3,727 | -9.37 | ||||
2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 61,343 | -0.46 | 6,613 | -9.78 | ||||
2025-07-14 | 13F | 加州遗产资本集团有限公司 | 5,075 | -1.13 | 547 | -10.33 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 220,950 | -5.11 | 23,818 | -13.99 | ||||
2025-08-22 | 13F/A | TT资本管理有限公司 | 2,775 | -0.68 | 299 | -9.94 | ||||
2025-08-13 | 13F | 德克萨斯州资本银行股份公司/德克萨斯州 | 20,718 | -5.56 | 2,233 | -14.38 | ||||
2025-08-11 | 13F | 沃杜州银行 | 82,575 | -2.94 | 9 | -20.00 | ||||
2025-08-13 | 13F | 肯尼迪资本管理公司 | 46,929 | -14.97 | 5,059 | -22.94 | ||||
2025-09-04 | 13F | ZynergyRetirementPlanning有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 萨瓦资本有限责任公司 | 236,586 | -7.79 | 25,504 | -7.60 | ||||
2025-07-28 | 13F | 德拉普财富咨询有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 3,587 | -7.77 | 387 | -16.45 | ||||
2025-07-21 | 13F | 富通资本顾问有限公司 | 16,089 | -2.08 | 1,734 | -11.26 | ||||
2025-07-24 | NP | FEIAX - 富达顾问股票收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 356,700 | -16.83 | 36,490 | -23.58 | ||||
2025-07-22 | 13F | UniSuper管理有限公司 | 244,668 | -3.90 | 26,375 | -12.89 | ||||
2025-08-14 | 13F | 股息资产资本有限公司 | 21,618 | -0.27 | 2,330 | -9.58 | ||||
2025-05-29 | NP | MIAVX - 美国基金多部门收益基金 T 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 | 12,291 | -3.21 | 1,462 | 6.95 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 1,815,701 | -2.69 | 195,733 | -11.80 | ||||
2025-07-16 | 13F | 百利宫资本管理有限公司 | 3,645 | -3.62 | 393 | -12.47 | ||||
2025-08-05 | 13F | Castlekeep 投资顾问有限责任公司 | 11,120 | -2.36 | 1,199 | -11.52 | ||||
2025-08-14 | 13F | 法国巴黎银行 | 139,528 | -5.44 | 15,077 | -14.02 | ||||
2025-04-23 | 13F | 威廉姆斯金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Altfest LJ & Co 公司 | 25,698 | -0.76 | 2,770 | -10.04 | ||||
2025-07-31 | 13F | 麦卢卡金融有限责任公司 | 36,849 | -0.17 | 3,972 | -9.50 | ||||
2025-07-11 | 13F | 多元化信托公司 | 109,617 | -1.39 | 11,817 | -10.62 | ||||
2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 4,537 | -0.07 | 489 | -9.28 | ||||
2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 2,174 | -8.77 | 234 | -17.31 | ||||
2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 48,604 | -56.15 | 5,240 | -60.26 | ||||
2025-07-29 | 13F | Hartline 投资公司/ | 6,846 | -0.06 | 738 | -9.46 | ||||
2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 900,295 | -0.64 | 97,052 | -9.94 | ||||
2025-07-23 | 13F | 布罗德里克·布赖恩·C | 49,478 | -0.21 | 5,334 | -9.55 | ||||
2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 10,192 | -0.48 | 1 | 0.00 | ||||
2025-08-14 | 13F | 唐资本管理有限公司 | 12,651 | -23.78 | 1,364 | -30.92 | ||||
2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 145,900 | -0.53 | 15,728 | -9.84 | ||||
2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 16,618 | -4.04 | 1,791 | -13.02 | ||||
2025-08-12 | 13F | 伍德塔弗金融集团有限责任公司 | 5,055 | -1.00 | 1 | -100.00 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 28,323 | -3.88 | 3,053 | -12.87 | ||||
2025-08-25 | 13F | 支点股权管理 | 3,816 | -2.88 | 411 | -11.99 | ||||
2025-06-26 | NP | MSTMX - 晨星多部门债券基金 | 609 | -19.66 | 64 | -20.00 | ||||
2025-08-07 | 13F | 明尼阿波利斯投资组合管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Park Capital Management, LLC/WI | 2,238 | -5.81 | 241 | -14.54 | ||||
2025-08-28 | NP | RSMV - 相对强弱管理波动率策略ETF | 10,500 | -66.55 | 1,132 | -69.70 | ||||
2025-08-07 | 13F | Montag A & Associates 公司 | 91,326 | -3.82 | 9,845 | -12.83 | ||||
2025-05-15 | 13F | ISAM 基金(英国)有限公司 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | 信任点公司 | 70,376 | -1.10 | 7,587 | -10.36 | ||||
2025-08-08 | 13F | 创意策划 | 1,766,032 | -0.76 | 190,378 | -10.04 | ||||
2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 52,400 | -35.15 | 5,535 | -35.87 | ||||
2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 6,906 | -4.40 | 744 | -13.39 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 9,306 | -3.65 | 1,003 | -12.63 | ||||
2025-06-23 | NP | IYE - iShares 美国能源 ETF | 2,484,601 | -4.58 | 262,448 | -5.65 | ||||
2025-07-17 | 13F | 克莱·诺瑟姆财富管理有限责任公司 | 2,065 | -1.05 | 223 | -10.48 | ||||
2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 43,410 | -26.67 | 4,441 | -32.63 | ||||
2025-08-26 | NP | UPAR - UPAR 超风险平价 ETF | 9,129 | -12.27 | 984 | -20.45 | ||||
2025-08-07 | 13F | 涵盖更多资产管理 | 3,102 | -10.14 | 334 | -18.54 | ||||
2025-07-30 | 13F | 克鲁恩及合伙人有限公司 | 11,572 | -0.52 | 1,247 | -9.83 | ||||
2025-07-15 | 13F | 密苏里信托投资公司 | 2,039 | -1.88 | 220 | -11.34 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -214,097 | 21.57 | -23,080 | 10.19 | |||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 5,336 | -0.11 | 575 | -9.45 | ||||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | 515,417 | -4.85 | 55,562 | -13.76 | ||||
2025-07-16 | 13F | Cadent 资本顾问有限公司 | 28,990 | -4.43 | 3,125 | -13.36 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 724,749 | -0.17 | 82,831 | 2.35 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 390 | -94.89 | 0 | |||||
2025-08-01 | 13F | Reliant投资合伙公司 | 13,080 | -1.76 | 1,410 | -10.99 | ||||
2025-08-29 | NP | SOAVX - Spirit Of America 大盘价值基金 A 类 | 7,458 | -36.84 | 804 | -42.81 | ||||
2025-05-15 | 13F | 都铎投资公司等 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | Put | 0 | -100.00 | 0 | ||||
2025-07-17 | 13F | 绿叶信托 | 102,512 | -13.99 | 11,051 | -22.04 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 21,010 | -6.58 | 2,265 | -15.33 | ||||
2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 8,322 | -4.00 | 897 | -12.91 | ||||
2025-08-07 | 13F | Proficio 资本合作伙伴有限责任公司 | 16,821 | -11.67 | 1,813 | -19.92 | ||||
2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 14,029 | -33.26 | 1,512 | -39.50 | ||||
2025-08-14 | 13F | Papamarkou Wellner 资产管理公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 艾利投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 阿斯彭投资管理公司 | 14,748 | -0.04 | 2 | 0.00 | ||||
2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 2,410 | -16.03 | 255 | -16.99 | ||||
2025-08-14 | 13F | 家族管理公司 | 5,655 | -10.58 | 610 | -19.02 | ||||
2025-09-02 | NP | EIPIX - EIP 成长和收益基金 I 类 | 15,200 | -8.98 | 1,697 | -3.85 | ||||
2025-05-09 | 13F | 帕西蒂集团公司 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 6,332 | -36.85 | 669 | -37.63 | ||||
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 | 7,685,414 | -20.18 | 828,488 | -27.65 | ||||
2025-08-14 | 13F | 威尔金斯米勒财富管理有限责任公司 | 5,777 | -0.40 | 623 | -9.72 | ||||
2025-07-14 | 13F | 梅森有限责任公司 | 6,539 | -2.88 | 705 | -12.00 | ||||
2025-08-14 | 13F | 艾文尼尔公司 | 8,345 | -4.67 | 900 | -13.64 | ||||
2025-05-29 | NP | VICTORY 可变保险基金 - Victory RS 大盘 Alpha VIP 系列 I 类 | 218,130 | -2.21 | 25,942 | 8.12 | ||||
2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 23,491,241 | -3.41 | 2,481,380 | -4.50 | ||||
2025-07-31 | 13F | Ssa瑞士顾问股份公司 | 650 | -50.57 | 71 | -54.49 | ||||
2025-07-09 | 13F | 第一金融公司/in/ | 17,783 | -4.53 | 1,917 | -13.45 | ||||
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 | 2,870,190 | -2.90 | 309,406 | -11.99 | ||||
2025-07-15 | 13F | 奥克纳斯合伙人财富管理有限责任公司 | 1,995 | -2.59 | 215 | -11.52 | ||||
2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 35,843 | -2.10 | 3,864 | -11.28 | ||||
2025-03-28 | NP | AIM 股票基金(INVESCO 股票基金)- Invesco Oppenheimer Main Street All Cap Fund R6 级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | 法院广场顾问有限责任公司 | 31,381 | -0.21 | 3,383 | -9.55 | ||||
2025-08-12 | 13F | 电力财富管理有限公司 | 3,322 | -2.98 | 358 | -12.04 | ||||
2025-08-14 | 13F | 帕文资产管理有限公司 | 11,586 | -0.77 | 1,249 | -10.09 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 1,171,918 | -0.76 | 126,333 | -10.05 | ||||
2025-07-29 | 13F | 地区金融公司 | 1,821,322 | -0.90 | 196,339 | -10.17 | ||||
2025-07-02 | 13F | 沃勒财务规划集团公司 | 4,026 | -15.97 | 434 | -23.73 | ||||
2025-06-30 | NP | ACSTX - Invesco Comstock 基金 A 类 | 1,000,436 | -23.65 | 105,676 | -24.50 | ||||
2025-06-26 | NP | FANAX - 富达顾问能源基金 A 级 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,145,571 | -13.67 | 226,637 | -14.63 | ||||
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 | 17,213 | -42.58 | 1,761 | -47.26 | ||||
2025-07-31 | 13F | 华盛顿信托顾问公司 | 83,071 | -2.45 | 8,955 | -11.57 | ||||
2025-07-25 | 13F | Kellett Schaffner 财富顾问有限责任公司 | 6,361 | -3.17 | 686 | -12.29 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -347 | -37 | |||||
2025-08-08 | 13F | 斯凯兰兹资本有限责任公司 | 6,966 | -22.52 | 751 | -29.84 | ||||
2025-07-09 | 13F | 哈丁资本合伙有限公司 | 15,673 | -2.69 | 1,712 | -10.60 | ||||
2025-08-28 | NP | BlackRock Funds V - 贝莱德战略收益机会投资组合投资者 A 股 | Short | -21,500 | 85 | |||||
2025-08-07 | 13F | 赛普拉斯资本管理有限责任公司(怀俄明州) | 16,486 | -1.54 | 1,777 | -10.75 | ||||
2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 1,932 | -21.24 | 230 | -12.93 | ||||
2025-07-09 | 13F | 新罕布什尔银行 | 34,884 | -0.20 | 3,760 | -9.55 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic Franklin 股息和收入管理风险投资组合 II 类股票 | 9,193 | -4.76 | 991 | -13.60 | ||||
2025-07-18 | 13F | PBMares 财富管理有限责任公司 | 96,381 | -1.00 | 10,390 | -10.27 | ||||
2025-07-21 | 13F | 机械金融公司 | 720 | -60.44 | 78 | -64.35 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 147,033 | -11.07 | 15,850 | -19.39 | ||||
2025-08-13 | 13F | 正交资本有限公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | FLCSX - 富达大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,089,621 | -0.72 | 220,727 | -1.84 | ||||
2025-08-12 | 13F | 巴恩斯·佩蒂财务顾问有限公司 | 6,096 | -0.44 | 657 | -9.75 | ||||
2025-08-14 | 13F | 牛津资产管理公司 | 5,028 | -43.43 | 542 | -43.31 | ||||
2025-08-11 | 13F | Ironsides 资产顾问有限责任公司 | 3,325 | -25.78 | 358 | -32.71 | ||||
2025-08-12 | 13F | Archvest 财富顾问公司 | 1,248 | -27.86 | 921 | 349.27 | ||||
2025-08-14 | 13F | 合伙人资本投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 资本管理公司/弗吉尼亚州 | 1,940 | -5.73 | 209 | -14.34 | ||||
2025-08-28 | NP | CDC - VictoryShares US EQ 收入增强波动性 Wtd ETF | 78,230 | -3.59 | 8,433 | -12.60 | ||||
2025-07-14 | 13F | 布雷迪马茨财富解决方案有限责任公司 | 12,923 | -0.05 | 1,393 | -9.37 | ||||
2025-08-15 | 13F | 44 财富管理有限公司 | 13,507 | -0.20 | 1,456 | -9.51 | ||||
2025-06-26 | NP | TWQAX - 泛美大盘价值 A | 630,527 | -5.08 | 66,603 | -6.15 | ||||
2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 25,834 | -6.13 | 2,785 | -14.94 | ||||
2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 2,638 | -26.40 | 284 | -33.33 | ||||
2025-07-30 | 13F | Exencial 财富顾问有限公司 | 32,983 | -3.98 | 3,556 | -12.97 | ||||
2025-07-09 | 13F | 主要客户信托顾问有限责任公司 | 12,695 | -3.28 | 1,368 | -12.36 | ||||
2025-07-11 | 13F | 国会公园资本有限责任公司 | 25,242 | -0.72 | 2,721 | -9.99 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:A4系列 | 14,163 | -6.40 | 1,527 | -15.18 | ||||
2025-08-11 | 13F | ARS 投资伙伴有限责任公司 | 37,919 | -83.41 | 4,088 | -83.37 | ||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 939 | -14.17 | 101 | -22.31 | ||||
2025-07-29 | 13F | Consilio 财富顾问有限公司 | 7,009 | -2.18 | 767 | -9.88 | ||||
2025-04-28 | 13F | Fedenia 顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 23,349 | -25.71 | 2,517 | -32.65 | ||||
2025-07-29 | 13F | 戈德斯坦顾问有限责任公司 | 4,455 | -10.07 | 480 | -18.51 | ||||
2025-07-10 | 13F | 温伯格资产管理公司 | 3,215 | -29.25 | 347 | -35.93 | ||||
2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 51,938 | -6.14 | 5,486 | -7.19 | ||||
2025-07-11 | 13F | 卢茨和格林利集团公司 | 239,403 | -0.36 | 25,808 | -9.68 | ||||
2025-07-28 | 13F | 高山森林资本投资者有限公司 | 2,750 | -0.07 | 296 | -9.48 | ||||
2025-08-14 | 13F | Cura 财富顾问有限公司 | 2,431 | -22.73 | 262 | -29.95 | ||||
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 | 3,386 | -5.39 | 365 | -14.12 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 8,041,923 | -0.38 | 866,919 | -9.70 | ||||
2025-08-13 | 13F | 加纳资产管理公司 | 6,546 | -43.01 | 706 | -48.39 | ||||
2025-07-24 | NP | BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,448 | -68.33 | 557 | -70.91 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/惠灵顿能源投资组合 IB 级 | 81,343 | -2.03 | 8,769 | -11.20 | ||||
2025-08-13 | 13F | RIA 咨询集团有限责任公司 | 9,683 | -5.09 | 1,044 | -14.01 | ||||
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 | 599,324 | -1.87 | 63,307 | -2.97 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 82,323 | -0.03 | 8,874 | -9.38 | ||||
2025-08-15 | 13F | 苏达国家银行安全 | 25,915 | -3.28 | 2,794 | -12.34 | ||||
2025-08-14 | NP | FLRUX - 保守配置基金零售类 | 1,028 | -58.06 | 111 | -62.20 | ||||
2025-07-24 | 13F | 艾伦财富管理有限公司 | 53,891 | -1.76 | 5,809 | -10.95 | ||||
2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 21,740 | -3.14 | 2,344 | -12.21 | ||||
2025-08-07 | 13F | 梅林投资管理有限公司 | 12,577 | -13.72 | 1,356 | -21.81 | ||||
2025-08-20 | 13F | 肯塔基州退休系统 | 281,858 | -6.15 | 30,384 | -14.93 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 1,038 | -16.49 | 112 | -19.57 | ||||
2025-08-12 | 13F | 库珀/海姆斯顾问有限公司 | 2,537 | -0.20 | 273 | -9.60 | ||||
2025-07-09 | 13F | 伯克希尔银行 | 49,297 | -0.51 | 5,314 | -9.81 | ||||
2025-08-05 | 13F | 住友生命保险公司 | 36,254 | -5.86 | 3,908 | -14.65 | ||||
2025-05-14 | 13F | Peak6有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 8 | -88.06 | 1 | -100.00 | ||||
2025-05-14 | 13F | 埃尔克霍恩合伙有限合伙企业 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 134,523 | -0.23 | 14,210 | -1.35 | ||||
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 | 95,634 | -14.86 | 10,309 | -22.83 | ||||
2025-05-15 | 13F | 科学技术研究有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 帕普·L·罗伊建筑事务所 | 94,329 | -1.23 | 10,169 | -10.47 | ||||
2025-08-12 | 13F | 瑞石顾问有限责任公司 | 26,160 | -8.45 | 2,820 | -17.04 | ||||
2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 3,107 | -3.93 | 335 | -12.76 | ||||
2025-08-13 | 13F | 埃尔格森资本管理公司 | 7,845 | -12.55 | 846 | -20.73 | ||||
2025-08-18 | 13F | 老北州信托有限责任公司 | 9,724 | -6.34 | 1 | 0.00 | ||||
2025-07-31 | 13F | LJI 财富管理有限责任公司 | 13,208 | -2.55 | 1,424 | -11.67 | ||||
2025-08-14 | 13F | 原资本有限责任公司 | 42,397 | -0.14 | 4,570 | -9.49 | ||||
2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 18,106 | -3.53 | 1,952 | -12.59 | ||||
2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 87,580 | -3.47 | 9,441 | -12.50 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 83,883 | -0.52 | 9,043 | -9.83 | ||||
2025-07-15 | 13F | 波士顿卓越财富有限责任公司 | 6,230 | -68.91 | 672 | -71.84 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 大盘价值投资组合 A 类 | 361,384 | -7.19 | 38,957 | -15.88 | ||||
2025-06-26 | NP | FCLKX - 富达大盘股票 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,607 | -11.28 | 2,494 | -12.28 | ||||
2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 26,465 | -5.04 | 2,853 | -13.94 | ||||
2025-08-28 | NP | GPAFX - Victory RS 大盘 Alpha 基金 A 类 | 118,010 | -18.46 | 12,721 | -26.09 | ||||
2025-07-30 | 13F | 斯洛伊达尔和霍尔斯特有限责任公司 | 7,866 | -0.51 | 848 | -9.89 | ||||
2025-05-15 | 13F | 多伦多道明银行 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-16 | 13F | 老北州财富管理有限责任公司 | 12,558 | -32.88 | 1,355 | -39.16 | ||||
2025-03-28 | NP | AIM 股票基金(INVESCO 股票基金)- Invesco Oppenheimer Main Street Fund C 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 橡蓟有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 内在价值合伙人有限责任公司 | 2,476 | -13.55 | 267 | -21.76 | ||||
2025-08-14 | 13F | 遗产财富管理有限公司 | 20,628 | -6.55 | 2,224 | -15.31 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 110,179 | -3.61 | 11,877 | -12.62 | ||||
2025-07-15 | 13F | 俄勒冈太平洋财富管理有限公司 | 4,566 | -0.48 | 492 | -9.72 | ||||
2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 33,001 | -10.39 | 3,558 | -18.77 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 能源基金可变年金 | 6,535 | -11.81 | 704 | -20.09 | ||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 2,553,910 | -3.50 | 269,770 | -4.58 | ||||
2025-07-30 | 13F | EnRich金融合作伙伴有限责任公司 | 1,893 | -16.42 | 204 | -24.16 | ||||
2025-08-11 | 13F | 财富尖塔顾问有限责任公司 | 139,153 | -2.72 | 15,001 | -11.82 | ||||
2025-07-31 | 13F | 阿尔钛全球公司 | 957,674 | -0.53 | 103,391 | -9.71 | ||||
2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 670 | -27.72 | 69 | -33.98 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 6,247,877 | -2.02 | 674 | -11.21 | ||||
2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 203,820 | -1.96 | 21,530 | -3.07 | ||||
2025-07-11 | 13F | 国际私人财富顾问有限公司 | 2,825 | -5.74 | 305 | -14.61 | ||||
2025-07-24 | 13F | 汤普森投资管理公司 | 156,645 | -0.20 | 16,886 | -9.54 | ||||
2025-07-14 | 13F | 西方资产管理有限责任公司 | 12,914 | -1.91 | 1,392 | -11.05 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 1,130,495 | -1.64 | 121,867 | -10.85 | ||||
2025-08-28 | NP | NANR - SPDR 标普北美自然资源 ETF | 488,594 | -9.36 | 52,670 | -17.84 | ||||
2025-08-13 | 13F | 北方信托公司 | 43,580,736 | -3.16 | 4,698,003 | -12.22 | ||||
2025-07-03 | 13F | 阿维斯特投资公司 | 22,043 | -18.91 | 2,376 | -26.49 | ||||
2025-08-04 | 13F | RWWM 公司 | 474,591 | -43.80 | 51,143 | -49.08 | ||||
2025-07-23 | 13F | 阿布舍尔财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 海峡健全财富管理有限公司 | 2,444 | -4.38 | 263 | -13.20 | ||||
2025-08-12 | 13F | 希尔投资集团合作伙伴有限责任公司 | 3,910 | -17.55 | 421 | -25.22 | ||||
2025-08-12 | 13F | Elo 相互养老保险公司 | 338,411 | -3.06 | 36,481 | -12.13 | ||||
2025-08-12 | 13F | 豪与鲁斯林公司 | 229,332 | -4.54 | 24,722 | -13.48 | ||||
2025-08-13 | 13F | 资本研究全球投资者 | 33,493,461 | -1.73 | 3,610,609 | -10.92 | ||||
2025-07-10 | 13F | Rfg 控股公司 | 9,136 | -5.80 | 985 | -14.66 | ||||
2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 27,825 | -1.10 | 3,000 | -10.37 | ||||
2025-07-09 | 13F | 防波堤资本集团 | 26,266 | -8.21 | 2,831 | -16.81 | ||||
2025-07-21 | 13F | 交易所资本管理公司 | 32,350 | -1.56 | 3,487 | -10.77 | ||||
2025-07-14 | 13F | 切里代尔财富管理有限公司 | 3,772 | -6.12 | 407 | -14.88 | ||||
2025-07-16 | 13F | 汤森资产管理公司 /nc/ /adv | 4,613 | -3.31 | 497 | -12.35 | ||||
2025-08-21 | NP | MXEBX - Great-West 核心策略:美国股票基金机构类 | 58,970 | -0.69 | 6,357 | -10.00 | ||||
2025-08-26 | NP | Nuveen 纳斯达克 100 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,569 | -79.73 | 816 | -81.65 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 503,355 | -1.79 | 54,262 | -10.98 | ||||
2025-08-13 | 13F | 财富信托公理有限责任公司 | 15,796 | -1.43 | 1,703 | -10.66 | ||||
2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 9,696,462 | -17.80 | 1,024,237 | -18.72 | ||||
2025-08-13 | 13F | 阿蒙迪 | 22,533,295 | -14.60 | 2,502,322 | -15.65 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 115,805 | -10.89 | 12,484 | -19.24 | ||||
2025-08-11 | 13F | 科维斯特有限公司 | 2,135 | -5.11 | 0 | |||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 14,365 | -1.12 | 1,549 | -10.36 | ||||
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 | 6,142 | -8.78 | 662 | -17.25 | ||||
2025-07-15 | 13F | 赫布斯特集团有限公司 | 18,940 | -4.70 | 2,042 | -13.63 | ||||
2025-07-18 | 13F | 极限竞速财富管理有限责任公司 | 26,957 | -0.66 | 2,906 | -9.98 | ||||
2025-07-28 | 13F | IFG 顾问有限责任公司 | 19,784 | -2.82 | 2,133 | -11.94 | ||||
2025-07-30 | 13F | 廉洁顾问公司 | 9,967 | -3.54 | 1,074 | -12.54 | ||||
2025-07-30 | NP | LSOFX - LS 机会基金 - 机构类别 | 29,792 | -4.04 | 3,048 | -11.83 | ||||
2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 9,346,172 | -4.45 | 1,007,517 | -13.39 | ||||
2025-07-22 | NP | GSIIX - 高盛机构股票收益基金 | 115,475 | -1.32 | 11,813 | -9.32 | ||||
2025-08-26 | NP | PNBAX - Virtus NFJ 大盘价值基金 A | 47,646 | -7.06 | 5,136 | -15.75 | ||||
2025-07-09 | 13F | 生活方式资产管理公司 | 62,075 | -0.25 | 6,692 | -9.59 | ||||
2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 63,212 | -17.16 | 6,677 | -18.08 | ||||
2025-07-15 | 13F | Hidden Cove 财富管理有限责任公司 | 2,917 | -2.86 | 314 | -12.04 | ||||
2025-08-14 | NP | FLDGX - 动态配置基金零售类 | 6,648 | -54.43 | 717 | -58.71 | ||||
2025-06-26 | NP | FNKLX - 富达系列价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,600,700 | -0.39 | 485,972 | -1.51 | ||||
2025-08-11 | 13F | Primecap 管理公司/ca/ | 4,365,796 | -29.75 | 470,633 | -36.32 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 381,082 | -11.45 | 41,081 | -19.74 | ||||
2025-08-26 | NP | 深思熟虑可变保险信托 - Global Atlantic Wellington Research 管理风险投资组合 | 27,537 | -8.36 | 2,968 | -16.93 | ||||
2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 65,468 | -5.04 | 6,915 | -6.11 | ||||
2025-08-01 | 13F | 丽城贸易有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 七泉财富集团有限责任公司 | 7,099 | -0.60 | 765 | -9.89 | ||||
2025-05-15 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 格兰菲尔德与多德有限公司 | 105,641 | -0.56 | 11,388 | -9.86 | ||||
2025-06-26 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 51,318 | -41.93 | 5,421 | -42.59 | ||||
2025-08-19 | NP | 西北互惠系列基金公司 - 500 指数股票投资组合 | 558,833 | -0.68 | 60,242 | -9.98 | ||||
2025-07-23 | 13F | 圆景资本有限责任公司 | 11,685 | -0.78 | 1,260 | -10.07 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 7,748 | -6.47 | 835 | -15.23 | ||||
2025-07-21 | 13F | 成功的投资组合有限责任公司 | 8,666 | -0.80 | 934 | -10.02 | ||||
2025-07-08 | 13F | 理查德·P·斯劳特联合公司 | 24,481 | -12.89 | 2,639 | -21.04 | ||||
2025-05-01 | 13F | 莱恩与合伙人有限责任公司 | 3,961 | -3.93 | 471 | 7.05 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | 173,932 | -86.17 | 18,750 | -87.46 | ||||
2025-07-25 | 13F | 动态金融集团 | 2,403 | -0.33 | 259 | -9.44 | ||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 82,802 | -2.28 | 8,926 | -11.42 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 5,927,800 | -8.89 | 639,017 | -17.41 | |||
2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 14,203 | -6.40 | 1,531 | -15.13 | ||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 7,136 | -19.38 | 769 | -26.90 | ||||
2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 3,751 | -7.36 | 404 | -16.01 | ||||
2025-08-26 | NP | FT Vest 股息上涨总回报基金 | 4,152 | -36.21 | 448 | -42.25 | ||||
2025-07-10 | 13F | 财务管理网络公司 | 6,501 | -0.02 | 729 | 8.97 | ||||
2025-07-18 | 13F | 库珀金融集团 | 31,961 | -8.96 | 3,445 | -17.49 | ||||
2025-07-02 | 13F | 投资信托 | 44,834 | -40.15 | 4,833 | -45.75 | ||||
2025-07-15 | 13F | 霍尔·劳里·J 受托人 | 8,562 | -18.94 | 923 | -26.59 | ||||
2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 25,427 | -2.92 | 2,741 | -11.98 | ||||
2025-07-17 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 44,294 | -41.16 | 4,775 | -46.68 | ||||
2025-07-17 | 13F | 一财富顾问有限责任公司 | 2,639 | -0.34 | 284 | -9.55 | ||||
2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 1,098,598 | -2.90 | 118,429 | -11.99 | ||||
2025-08-26 | NP | MFUT-Cambria Chesapeake Pure Trend ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 包装管理公司 | 13,805 | -2.51 | 1,488 | -11.64 | ||||
2025-08-13 | 13F | Qtron 投资有限责任公司 | 36,976 | -6.29 | 3,986 | -15.05 | ||||
2025-08-04 | 13F | 巴克海特资本管理有限公司 | 7,223 | -3.92 | 779 | -12.98 | ||||
2025-07-29 | 13F | 石板财务管理 | 6,680 | -5.33 | 720 | -14.18 | ||||
2025-07-29 | 13F | 伯福德兄弟公司 | 41,673 | -0.12 | 4,492 | -9.47 | ||||
2025-08-18 | 13F | 芬沃德银行 | 7,059 | -8.55 | 761 | -17.21 | ||||
2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 10 | -99.94 | 0 | -100.00 | ||||
2025-07-28 | 13F | 双树管理有限公司 | Call | 1,282,500 | -27.22 | 138,254 | -34.03 | |||
2025-08-14 | 13F | 沙特中央银行 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Oppenheimer Main Street 大盘投资组合 1 级 | 99,241 | -9.77 | 10,483 | -10.79 | ||||
2025-08-08 | 13F | IMA 财富公司 | 22,253 | -8.43 | 2,399 | -17.02 | ||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 24,215 | -30.99 | 2,610 | -37.46 | ||||
2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 6,611 | -2.96 | 735 | -9.38 | ||||
2025-08-18 | 13F | Onefund有限责任公司 | 11,967 | -0.51 | 1 | -99.93 | ||||
2025-08-12 | 13F | 普罗维登斯财富顾问有限责任公司 | 16,230 | -6.58 | 1,730 | -15.82 | ||||
2025-07-22 | 13F | Foguth 财富管理有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 乌龟资本顾问有限公司 | 166,490 | -1.54 | 17,948 | -10.76 | ||||
2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 89,967 | -11.03 | 9,204 | -18.25 | ||||
2025-07-29 | NP | JIAFX - 收益分配基金A类 | 3,670 | -5.68 | 375 | -13.39 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 86,698 | -0.29 | 9,346 | -9.63 | ||||
2025-06-26 | NP | LSVVX - LSV 保守价值股票基金机构类别股票 | 25,900 | -4.78 | 2,736 | -5.85 | ||||
2025-07-16 | 13F | 梯度资本顾问有限责任公司 | 3,796 | -1.86 | 409 | -11.09 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 105,324 | -0.30 | 11,354 | -9.63 | ||||
2025-07-22 | 13F | 火棘财富合作伙伴有限公司 | 4,257 | -59.00 | 459 | -62.88 | ||||
2025-07-22 | 13F | 杰默资产管理有限公司 | 3,165 | -9.47 | 341 | -17.83 | ||||
2025-08-05 | 13F | 阿斯特拉财富合伙公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 支付宝证券公司 | 76 | -24.75 | 8 | -33.33 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 1,056 | -40.51 | 114 | -46.45 | ||||
2025-07-02 | 13F | 雅各布斯公司/ca | 10,454 | -9.13 | 1 | 0.00 | ||||
2025-07-23 | NP | DBOAX - 纽约梅隆银行平衡机会基金 A 类 | 15,210 | -35.77 | 1,556 | -35.72 | ||||
2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 100,482 | -4.88 | 10,832 | -13.79 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 40,736 | -2.26 | 4,391 | -11.40 | ||||
2025-07-22 | 13F | Kercheville 顾问有限责任公司 | 59,243 | -6.83 | 6,386 | -15.55 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘混合投资组合 | 28,353 | -6.62 | 3,056 | -15.37 | ||||
2025-08-25 | NP | AIVSX - 美国投资公司 A 级 | 3,651,097 | -32.21 | 393,588 | -38.55 | ||||
2025-07-09 | 13F | 焦点财富顾问有限责任公司 | 12,284 | -0.65 | 1,324 | -9.93 | ||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 1,108,213 | -3.15 | 119 | -12.50 | ||||
2025-07-15 | 13F | 做得好,有限责任公司 | 8,707 | -4.84 | 939 | -4.67 | ||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 1,379 | -14.40 | 149 | -22.51 | ||||
2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 43,394 | -1.99 | 4,678 | -11.17 | ||||
2025-05-19 | 13F | 阿尔法 DNA 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 欧米茄金融集团有限责任公司 | 2,120 | -1.72 | 229 | -10.94 | ||||
2025-07-15 | 13F | Capstone财富管理集团有限责任公司 | 45,028 | -0.87 | 4,854 | -10.14 | ||||
2025-07-25 | 13F | 约翰逊投资顾问公司 | 218,867 | -4.45 | 23,594 | -13.39 | ||||
2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-07 | 13F | 霍特科恩·理查德·查尔斯 | 27,971 | -1.76 | 3,015 | -10.96 | ||||
2025-07-22 | 13F | MBL 财富有限责任公司 | 8,255 | -1.74 | 890 | -11.01 | ||||
2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 3,980 | -1.24 | 429 | -10.44 | ||||
2025-07-10 | 13F | 高净值咨询集团有限责任公司 | 31,110 | -0.06 | 3,354 | -9.43 | ||||
2025-08-04 | 13F | 萨克森资本管理有限责任公司 | 2,484 | -56.67 | 268 | -60.79 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-08 | 13F | 第一西部信托银行 | 13,348 | -0.37 | 1,439 | -9.73 | ||||
2025-08-01 | 13F | 丽城贸易有限责任公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 26,014 | -0.15 | 2,804 | -9.49 | ||||
2025-08-29 | NP | 约翰汉考克对冲股票及收益基金 | 11,460 | -18.75 | 1,235 | -26.36 | ||||
2025-06-27 | NP | POGRX - PRIMECAP奥德赛成长基金 | 72,670 | -43.08 | 7,676 | -43.72 | ||||
2025-07-31 | 13F | 哈特福德财务管理公司 | 32,796 | -33.72 | 3,535 | -39.92 | ||||
2025-04-10 | 13F | Alpha 财富基金有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 商标财务管理有限责任公司 | 2,920 | -0.88 | 315 | -10.29 | ||||
2025-07-23 | 13F | 博蒙特资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-02 | 13F | 麦卡利斯特·斯威特联合公司 | 35,629 | -13.11 | 3,841 | -21.25 | ||||
2025-07-01 | 13F | 苏福尔斯第一国民银行 | 13,151 | -4.89 | 1,418 | -13.81 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 25,190 | -0.61 | 2,715 | -9.92 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 120,820 | -8.73 | 13,024 | -17.28 | ||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 58,898 | -2.92 | 6,349 | -12.00 | ||||
2025-08-14 | 13F | 什未林博伊尔资本管理公司 | 223,224 | -12.65 | 24,064 | -20.82 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 204,771 | -4.77 | 22,074 | -13.69 | ||||
2025-06-26 | NP | FDGFX - 富达股息增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 891,497 | -31.82 | 94,169 | -32.59 | ||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 584 | -0.51 | 69 | 9.52 | ||||
2025-07-16 | 13F | TCI 财富顾问公司 | 52,559 | -8.05 | 5,666 | -16.67 | ||||
2025-07-17 | 13F | 坎皮恩资产管理有限公司 | 17,655 | -2.09 | 1,903 | -11.24 | ||||
2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 森蒂努斯有限责任公司 | 7,242 | -0.21 | 781 | -9.62 | ||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 205,977 | -19.01 | 22,204 | -26.59 | ||||
2025-08-12 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 7,496 | -3.40 | 808 | -12.36 | ||||
2025-05-15 | 13F | 恩康帕斯资本顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | DDVAX - 特拉华价值基金 A 类 | 611,800 | -23.19 | 62,587 | -29.42 | ||||
2025-07-23 | 13F | 下一级财富规划有限责任公司 | 5,552 | -0.61 | 599 | -9.94 | ||||
2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 15,094 | -1.89 | 1,627 | -11.04 | ||||
2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 23,905 | -3.78 | 2,445 | -11.57 | ||||
2025-07-08 | 13F | Heartwood 财富顾问有限责任公司 | 9,445 | -1.18 | 1,018 | -10.39 | ||||
2025-05-15 | 13F | 恩康帕斯资本顾问有限责任公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 7,078 | -10.61 | 763 | -18.92 | ||||
2025-08-14 | 13F | FIL有限公司 | 889,095 | -16.77 | 95,844 | -24.56 | ||||
2025-04-28 | 13F | Hgk资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 联邦退休投资有限责任公司 | 74,999 | -6.45 | 8,085 | -15.21 | ||||
2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 7,343 | -2.08 | 792 | -11.22 | ||||
2025-07-09 | 13F | GSG 顾问有限责任公司 | 5,075 | -1.17 | 547 | 0.74 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 2,610,436 | -1.30 | 281,405 | -10.53 | ||||
2025-08-27 | NP | PJIAX - PGIM JENNISON 股权机会基金 A 类 | 98,100 | -1.28 | 10,575 | -10.52 | ||||
2025-07-22 | 13F | 全球资产咨询有限责任公司 | 92,433 | -69.73 | 10,097 | -69.52 | ||||
2025-07-10 | 13F | 安全资产管理有限责任公司 | 23,388 | -21.24 | 2,521 | -28.60 | ||||
2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 22,433 | -1.36 | 2,389 | -11.65 | ||||
2025-08-11 | 13F | 遗产财富顾问 | 32,868 | -1.10 | 3,543 | -10.35 | ||||
2025-08-12 | 13F | 守望者集团公司 | 2,337 | -8.03 | 252 | -16.89 | ||||
2025-05-01 | 13F | 谢克特投资顾问有限公司 | 24,108 | -8.35 | 2,867 | 1.34 | ||||
2025-07-28 | 13F | 纳维特财富有限责任公司 | 149,104 | -2.91 | 16,073 | -11.10 | ||||
2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 6,222 | -5.73 | 671 | -14.54 | ||||
2025-07-29 | 13F | 帕台农神庙有限公司 | 185,946 | -1.88 | 20,045 | -11.06 | ||||
2025-07-15 | 13F | 退休收入解决方案公司 | 2,941 | -6.04 | 317 | -14.78 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 10,430 | -1.00 | 1,124 | -10.22 | ||||
2025-08-07 | 13F | 阿森松资本顾问公司 | 41,774 | -1.21 | 4,503 | -10.46 | ||||
2025-05-16 | 13F/A | 汉考克勘探有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 13,431 | -4.60 | 1,448 | -13.56 | ||||
2025-07-15 | 13F | 弗洛伊德金融集团有限公司 | 7,643 | -12.55 | 858 | -17.52 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 633,100 | -3.21 | 69,248 | -10.08 | |||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 255,909 | -0.33 | 27,587 | -9.66 | ||||
2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 20,908 | -4.03 | 2,254 | -13.01 | ||||
2025-07-09 | 13F | 弗拉加索集团公司 | 44,550 | -4.64 | 4,802 | -13.57 | ||||
2025-08-05 | 13F | 加里森·布拉德福德联合公司 | 2,323 | -87.99 | 250 | -89.13 | ||||
2025-07-10 | 13F | YHB 投资顾问公司 | 31,701 | -0.23 | 3,419 | -9.53 | ||||
2025-08-12 | 13F | Pfc 资本集团公司 | 5,362 | -20.27 | 1 | |||||
2025-07-16 | 13F | MKT 顾问有限责任公司 | 4,348 | -1.02 | 475 | 5.09 | ||||
2025-08-01 | 13F | FSA 顾问公司 | 3,618 | -0.90 | 390 | -10.14 | ||||
2025-08-01 | 13F | 整体投资顾问公司 | 3,784 | -0.86 | 408 | -10.15 | ||||
2025-07-29 | 13F | 西姆斯投资管理有限公司 | 2,559 | -10.21 | 276 | -18.64 | ||||
2025-07-16 | 13F | 北橡树财富管理公司 | 21,279 | -2.06 | 2,294 | -11.23 | ||||
2025-08-11 | 13F | 安德森金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | 田纳西州财政部 | 1,595,936 | -2.80 | 172,042 | -11.89 | ||||
2025-08-29 | NP | NORTHERN LIGHTS FUND TRUST II - Hodges Blue Chip Equity Income Fund 零售类别股票 | 5,000 | -61.54 | 539 | -65.14 | ||||
2025-07-30 | 13F | Wbh 咨询公司 | 7,494 | -25.59 | 808 | -32.58 | ||||
2025-05-15 | 13F | 前奏资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-15 | 13F | Audent 全球资产管理有限责任公司 | 3,844 | -67.52 | 414 | -70.58 | ||||
2025-07-08 | 13F | Lingohr & Partner 资产管理有限公司 | 8,160 | -82.39 | 1 | -100.00 | ||||
2025-07-29 | 13F | 积极财富管理 | 514 | -54.23 | 55 | -58.65 | ||||
2025-07-08 | 13F | 小房子资本有限公司 | 4,134 | -10.29 | 446 | -18.80 | ||||
2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 1,248,403 | -0.88 | 134,578 | -10.16 | ||||
2025-08-11 | 13F | Actinver 财富管理公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | PrairieView 合作伙伴有限责任公司 | 1,776 | -13.20 | 0 | |||||
2025-07-28 | 13F | 切萨皮克财富管理 | 15,488 | -0.98 | 1,670 | -10.27 | ||||
2025-08-07 | 13F | 威尔金斯投资顾问公司 | 53,586 | -0.55 | 5,777 | -9.86 | ||||
2025-07-28 | 13F | 威尔逊资产管理(国际)有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A4 系列 | 5,323 | -5.23 | 574 | -14.22 | ||||
2025-04-08 | 13F | 佛得资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 西北象限财富管理有限责任公司 | 4,790 | -4.41 | 516 | -13.28 | ||||
2025-07-10 | 13F | 查特奥克资本管理有限责任公司 | 14,722 | -23.17 | 1,587 | -30.33 | ||||
2025-05-15 | 13F | 前奏资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 1,146,727 | -2.47 | 123,617 | -11.59 | ||||
2025-07-02 | 13F | 第一金融银行-信托部 | 68,764 | -11.41 | 7,413 | -19.71 | ||||
2025-08-07 | 13F | 罗斯莫尔私人资本 | 495,316 | -0.02 | 53,395 | -9.37 | ||||
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 | 94,685 | -4.50 | 10,207 | -13.43 | ||||
2025-07-24 | 13F | ADAPT 投资管理公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | 前奏资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | 梅希尔资本有限责任公司 | 5,903 | -11.07 | 636 | -19.39 | ||||
2025-07-29 | 13F | TFC财务管理 | 41,431 | -1.25 | 4,466 | -10.48 | ||||
2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 8,233 | -0.10 | 888 | -9.49 | ||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 55,296 | -1.83 | 6,576 | -1.84 | ||||
2025-07-23 | 13F | 普佐·迈克尔·J | 37,814 | -2.99 | 4,076 | -12.06 | ||||
2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 3,457 | -6.94 | 373 | -15.65 | ||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 1,452,612 | -1.87 | 152,046 | -13.20 | ||||
2025-07-18 | 13F | 九十一 SA (PTY) 有限公司 | 3,529 | -4.49 | 383 | -13.15 | ||||
2025-04-28 | 13F | 主流资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 弗朗西斯金融公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 44,544 | -4.66 | 4,802 | -13.59 | ||||
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 | 1,415,597 | -0.38 | 149,530 | -1.50 | ||||
2025-07-11 | 13F | 温莎资本管理有限公司 | 8,845 | -3.54 | 954 | -12.57 | ||||
2025-07-14 | 13F | E&G 顾问有限合伙人 | 16,248 | -1.49 | 1,751 | -10.71 | ||||
2025-07-08 | 13F | 劳氏财富顾问有限责任公司 | 4,934 | -0.76 | 532 | -10.15 | ||||
2025-06-25 | NP | RLCAX - 哥伦比亚纪律价值基金 A 类 | 43,726 | -2.97 | 4,619 | -4.07 | ||||
2025-08-07 | 13F | 坚决顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | 蒙特利尔银行/can/ | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-15 | 13F | 大街集团有限公司 | 1,247 | -26.26 | 134 | -33.00 | ||||
2025-07-28 | NP | QVML - Invesco S&P 500 QVM 多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 122,446 | -6.53 | 12,526 | -14.11 | ||||
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 | 119,300 | -19.55 | 12,861 | -27.09 | ||||
2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 23,814 | -2.44 | 2,567 | -11.57 | ||||
2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 6,950 | -7.31 | 749 | -15.94 | ||||
2025-07-24 | 13F | 精英财富管理公司 | 2,467 | -9.70 | 266 | -18.21 | ||||
2025-07-23 | 13F | 独立解决方案财富管理有限责任公司 | 37,758 | -1.52 | 4,070 | -10.73 | ||||
2025-08-04 | 13F | 新月英镑有限公司 | 17,508 | -22.40 | 1,887 | -29.67 | ||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 1,944 | -3.62 | 210 | -12.55 | ||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 6,146 | -93.12 | 663 | -93.77 | ||||
2025-08-08 | 13F | 橡树丰收投资服务 | 27,366 | -3.85 | 2,950 | -12.85 | ||||
2025-07-16 | 13F | 奥古斯丁资产管理公司 | 13,107 | -0.97 | 1,413 | -10.29 | ||||
2025-07-24 | 13F | ADAPT 投资管理公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-02 | 13F | 资本市场策略有限责任公司 | 7,464 | -6.98 | 805 | -15.72 | ||||
2025-06-25 | NP | AQEAX - 哥伦比亚纪律核心基金 A 类 | 225,388 | -2.13 | 23,808 | -3.23 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 33,051 | -3.66 | 3,563 | -12.70 | ||||
2025-08-08 | 13F | 家族企业有限公司 | 10,746 | -2.99 | 1,158 | -12.07 | ||||
2025-08-12 | 13F | 哈特兰顾问公司 | 11,543 | -8.66 | 1,244 | -17.18 | ||||
2025-04-11 | 13F | 汤利资本管理公司 / 德国 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 26,196 | -13.38 | 2,824 | -21.50 | ||||
2025-07-18 | 13F | 帕森斯资本管理公司/ri | 249,368 | -0.70 | 26,882 | -9.99 | ||||
2025-07-10 | 13F | Threadgill 金融有限公司 | 10,653 | -0.03 | 1,148 | -9.39 | ||||
2025-07-22 | 13F | 佩诺布斯科特投资管理公司 | 55,564 | -1.29 | 5,990 | -10.53 | ||||
2025-07-15 | 13F | 巴伦坦合作伙伴有限责任公司 | 58,856 | -10.88 | 6,345 | -19.23 | ||||
2025-08-05 | 13F | 德克萨斯银行与信托公司 | 71,388 | -0.10 | 7,696 | -9.45 | ||||
2025-08-11 | 13F | 艾睿金融公司 | 31,402 | -3.98 | 3,385 | -12.96 | ||||
2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 777,567 | -2.14 | 84 | -11.70 | ||||
2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 大价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 218,474 | -0.92 | 23,077 | -2.03 | ||||
2025-07-09 | 13F | PFW 顾问有限责任公司 | 2,387 | -21.58 | 257 | -29.01 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 23,286 | -20.02 | 2,510 | -27.50 | ||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 43,757 | -3.61 | 4,717 | -12.62 | ||||
2025-07-24 | 13F | 东方银行 | 715,237 | -0.15 | 77,103 | -9.50 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - MFS 价值投资组合 A 类 | 462,665 | -3.17 | 49,875 | -12.23 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 2,064,189 | -0.28 | 222,520 | -9.61 | ||||
2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 662,586 | -0.66 | 73,766 | -6.24 | ||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 124,048 | -2.50 | 13,378 | -11.59 | ||||
2025-06-30 | NP | RSP - Invesco S&P 500 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,289,802 | -4.64 | 136,242 | -5.71 | ||||
2025-08-13 | 13F | 梅菲尔咨询集团有限责任公司 | 22,089 | -1.30 | 2,359 | -11.35 | ||||
2025-07-25 | 13F | 霍布斯集团顾问有限责任公司 | 5,254 | -37.99 | 566 | -43.79 | ||||
2025-04-15 | 13F | 转变财富有限责任公司 | 150,557 | -1.94 | 17,906 | 8.42 | ||||
2025-08-15 | NP | PY - 主要股东收益率指数 ETF | 32,744 | -31.63 | 3,530 | -38.03 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 25 | -77.48 | 3 | -84.62 | ||||
2025-07-23 | 13F | CFM 财富合作伙伴有限公司 | 125,273 | -1.49 | 13,504 | -10.71 | ||||
2025-08-14 | 13F | 橡子财富顾问有限责任公司 | 6,679 | -9.65 | 720 | -18.20 | ||||
2025-08-12 | 13F | 传统金融集团公司 | 3,948 | -6.62 | 426 | -15.34 | ||||
2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 51,021,881 | -3.65 | 5,500,159 | -12.66 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 698,051 | -3.28 | 76,353 | -10.14 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Call | 15,200 | -96.62 | 1,639 | -96.94 | |||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 201,933 | -6.85 | 21,768 | -15.57 | ||||
2025-05-22 | NP | HDUS - 哈特福德纪律美国股票 ETF | 6,568 | -44.31 | 781 | -38.41 | ||||
2025-07-08 | 13F | 巴德金融服务公司 | 84,390 | -1.55 | 9,097 | -10.76 | ||||
2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 格伦鹰顾问有限公司 | 8,698 | -1.97 | 938 | -11.18 | ||||
2025-08-14 | 13F | Mission Creek 资本合伙公司 | 22,086 | -25.05 | 1,455 | -41.38 | ||||
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 | 20,795 | -9.60 | 2,242 | -18.06 | ||||
2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 509,647 | -36.22 | 54,940 | -42.19 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 756 | -89.12 | 81 | -90.05 | ||||
2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 1,570,636 | -1.86 | 165,906 | -2.96 | ||||
2025-08-29 | NP | SA 基金投资信托 - SA 美国价值基金 | 182,178 | -6.79 | 19,639 | -15.51 | ||||
2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 144,524 | -8.66 | 15,580 | -17.20 | ||||
2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 142,241 | -5.68 | 15,334 | -14.51 | ||||
2025-07-16 | 13F | LS 投资顾问有限责任公司 | 21,591 | -12.06 | 2,328 | -20.28 | ||||
2025-07-28 | NP | EQRR - ProShares 利率上涨股票 ETF | 2,489 | -26.10 | 255 | -32.09 | ||||
2025-08-08 | 13F | 独立财务顾问有限责任公司 | 5,766 | -1.01 | 622 | -10.26 | ||||
2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 48,932 | -5.11 | 5,275 | -13.99 | ||||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 127,713 | -1.77 | 13,767 | -10.96 | ||||
2025-08-13 | 13F | 精细财富管理公司 | 25,455 | -0.79 | 2,744 | -10.06 | ||||
2025-08-01 | 13F | 贝西默集团公司 | 1,218,051 | -0.26 | 131 | -9.66 | ||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 77,159 | -9.38 | 8,318 | -17.86 | ||||
2025-08-04 | 13F | 遗产投资者管理公司 | 99,434 | -1.39 | 11 | -9.09 | ||||
2025-07-15 | 13F | 诺登集团有限公司 | 32,363 | -16.23 | 3,489 | -24.07 | ||||
2025-07-28 | 13F | JGP 财富管理有限责任公司 | 16,883 | -2.26 | 1,820 | -11.44 | ||||
2025-08-11 | 13F | 综合量化投资有限责任公司 | 2,475 | -0.20 | 267 | -9.52 | ||||
2025-08-14 | 13F | 嘉德财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | FOBAX - 机构平衡基金 | 6,315 | -1.56 | 681 | -10.76 | ||||
2025-07-31 | 13F | 格雷比尔·巴茨联合有限公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 伯克与赫伯特银行与信托公司 | 75,876 | -0.41 | 8,179 | -9.73 | ||||
2025-08-08 | 13F | 坎贝尔迪根财富管理有限责任公司 | 5,336 | -0.50 | 575 | -9.73 | ||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 6,024,550 | -6.07 | 616,311 | -13.69 | ||||
2025-07-14 | 13F | 美国资本财富顾问有限公司 | 296,827 | -0.26 | 31,998 | -9.60 | ||||
2025-08-13 | 13F | F/M 投资有限责任公司 | 50,359 | -61.67 | 5,429 | -65.26 | ||||
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 | 1,419,659 | -0.80 | 149,959 | -1.91 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 110,195 | -1.19 | 11,879 | -10.44 | ||||
2025-04-22 | 13F | 沈氏金融集团 | 7,612 | -1.10 | 905 | 9.43 | ||||
2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 96,126 | -0.55 | 10,362 | -9.86 | ||||
2025-08-13 | 13F | 皇家基金管理有限责任公司 | 3,822 | -1.82 | 412 | -11.02 | ||||
2025-08-08 | 13F | 凡士通资本管理公司 | 22,436 | -2.68 | 2,419 | -11.78 | ||||
2025-08-18 | 13F/A | 哈德逊湾资本管理有限公司 | Put | 87,600 | -59.50 | 9,443 | -63.29 | |||
2025-08-26 | NP | FKINX - 富兰克林收入基金 A1 级 | 9,750,000 | -9.30 | 1,051,050 | -17.79 | ||||
2025-08-13 | 13F | 美国资金管理有限责任公司 | 4,337 | -2.74 | 468 | -11.89 | ||||
2025-07-30 | NP | ZDIVX - Zacks 股息基金投资者类别股份 | 29,981 | -12.07 | 3,067 | -19.20 | ||||
2025-07-17 | 13F | 芝加哥资本有限责任公司 | 305,037 | -0.16 | 32,883 | -9.51 | ||||
2025-07-16 | 13F | 劳埃德咨询服务有限公司。 | 2,668 | -6.02 | 288 | -14.84 | ||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 63,625 | -46.67 | 6,859 | -51.67 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,169 | -4.82 | 3,683 | -13.73 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 4,906 | -2.87 | 524 | -12.83 | ||||
2025-08-14 | 13F | 大使顾问有限责任公司 | 23,246 | -4.88 | 2,506 | -13.80 | ||||
2025-07-17 | 13F | 莫斯亚当斯财富顾问有限责任公司 | 35,898 | -0.59 | 3,870 | -9.90 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 3,400 | -30.61 | 367 | -37.11 | |||
2025-07-02 | 13F | 挪威储蓄银行 | 27,402 | -1.91 | 2,954 | -11.11 | ||||
2025-07-30 | 13F | Greatmark 投资伙伴公司 | 41,785 | -1.38 | 4,504 | -10.60 | ||||
2025-05-09 | 13F | 费尔菲尔德财务顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 877,111 | -0.19 | 89,728 | -8.28 | ||||
2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 172,813 | -1.54 | 18,629 | -10.75 | ||||
2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 24,760 | -2.26 | 763 | -9.18 | ||||
2025-08-01 | 13F | 信托投资顾问 | 12,859 | -3.56 | 1,386 | -12.56 | ||||
2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 122,064 | -0.83 | 12,487 | -8.87 | ||||
2025-08-05 | 13F | Arrowroot 家族办公室有限责任公司 | 3,022 | -10.19 | 326 | -9.97 | ||||
2025-07-11 | 13F | 托马斯维尔国家银行 | 203,788 | -0.63 | 21,968 | -9.93 | ||||
2025-08-13 | 13F | Meridian 财富合作伙伴有限责任公司 | 6,238 | -7.12 | 673 | -15.79 | ||||
2025-04-30 | 13F | TradeWell 证券有限责任公司 | 4,009 | -2.65 | 477 | 7.69 | ||||
2025-08-14 | 13F | 完整投资管理公司 | 41,400 | -6.97 | 4,463 | -15.68 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 2,460,657 | -4.92 | 265 | -13.68 | ||||
2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 158,002 | -19.48 | 17,033 | -27.02 | ||||
2025-05-09 | 13F | R平方有限公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 63,851 | -1.66 | 6,883 | -10.85 | ||||
2025-07-29 | 13F | 曼彻斯特金融公司 | 9,050 | -0.10 | 976 | -9.47 | ||||
2025-05-21 | 13F | 蓝鳍资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 艾伦资本集团有限责任公司 | 24,347 | -8.71 | 2,625 | -17.25 | ||||
2025-07-02 | 13F | 马洛塔资产管理公司 | 4,171 | -8.99 | 450 | -16.39 | ||||
2025-08-04 | 13F | 巴伦汀有限责任公司 | 13,069 | -21.19 | 1,409 | -28.60 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 86,812 | -0.78 | 9,358 | -10.07 | ||||
2025-06-25 | NP | RDVI - FT Cboe Vest Rising Dividend Achievers Target Income ETF | 233,816 | -25.68 | 24,698 | -26.52 | ||||
2025-07-24 | 13F | 有利点金融有限公司 | 3,556 | -9.75 | 383 | -18.16 | ||||
2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 75,826 | -3.02 | 8,174 | -12.10 | ||||
2025-07-09 | 13F | Epiq 合作伙伴有限公司 | 11,713 | -1.82 | 1,263 | -11.00 | ||||
2025-04-21 | 13F | 奥戴尔集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Tme Financial, Inc. | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | 全球财富策略与合伙人 | 1,780 | -43.33 | 192 | -48.79 | ||||
2025-07-15 | 13F | DSG资本顾问有限公司 | 15,276 | -0.40 | 1,647 | -9.76 | ||||
2025-05-12 | 13F | Virtu 金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | EAPDX - 参数股息收入基金投资者类别 | 888 | -12.25 | 91 | -19.64 | ||||
2025-07-30 | 13F | 手指湖财富管理公司 | 3,818 | -1.29 | 412 | -10.65 | ||||
2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 19,676 | -70.80 | 2,121 | -73.53 | ||||
2025-08-13 | 13F | 财富探索公司 | 12,578 | -0.39 | 1,356 | -9.73 | ||||
2025-08-14 | 13F | Ieq资本有限公司 | 219,545 | -8.25 | 23,667 | -16.84 | ||||
2025-06-18 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 683,176 | -16.61 | 72,164 | -17.55 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 1,438,401 | -1.35 | 155,060 | -10.58 | ||||
2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 174,941 | -24.32 | 18,859 | -31.40 | ||||
2025-07-30 | 13F | 哨兵有限责任公司 | 48,594 | -0.22 | 5,238 | -9.55 | ||||
2025-07-24 | 13F | 纪念碑资本管理公司 | 16,287 | -4.51 | 1,756 | -13.46 | ||||
2025-08-12 | 13F | 比顿管理有限公司 | 44,318 | -0.70 | 5 | -20.00 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类 | 371,401 | -1.67 | 40,037 | -10.87 | ||||
2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 11,081 | -2.39 | 1,195 | -11.56 | ||||
2025-08-04 | 13F | 海滨财富公司 | 9,346 | -2.67 | 1,007 | -11.82 | ||||
2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F/A | RK资本管理有限责任公司/佛罗里达州 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-25 | NP | MFS 可变保险信托 - MFS 总回报系列初始类别 | 170,657 | -1.17 | 18,397 | -10.43 | ||||
2025-08-15 | 13F | 东北财务顾问公司 | 60,414 | -10.73 | 6,513 | -19.09 | ||||
2025-08-19 | 13F | MRP 资本投资有限责任公司 | 2,380 | -51.81 | 257 | -56.39 | ||||
2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 130,662 | -15.87 | 13,367 | -22.70 | ||||
2025-08-11 | 13F | 资本广场有限责任公司 | 15,361 | -2.62 | 1,773 | -5.49 | ||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,011 | -9.88 | 2,588 | -18.31 | ||||
2025-08-08 | 13F | 灯塔港财富顾问公司 | 57,200 | -6.24 | 6,166 | -15.01 | ||||
2025-04-14 | 13F | 惠特克-迈尔斯财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 49,324 | -0.39 | 5,317 | -9.71 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球战术配置投资组合初始类别 | 6,267 | -12.84 | 676 | -21.05 | ||||
2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 4,814,964 | -0.57 | 519,053 | -9.88 | ||||
2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,565 | -6.66 | 2,433 | -15.41 | ||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 57,437 | -2.03 | 6,067 | -3.13 | ||||
2025-08-05 | 13F | 百年银行/AR/ | 6,295 | -3.30 | 679 | -12.40 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 30,421 | -1.71 | 3,279 | -10.92 | ||||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 33,280 | -34.00 | 3,588 | -40.18 | ||||
2025-07-22 | 13F | 人民银行/哦 | 14,919 | -1.60 | 1,608 | -10.82 | ||||
2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 45,962 | -8.43 | 4,962 | -17.00 | ||||
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 | 2,813,324 | -30.97 | 297,171 | -31.75 | ||||
2025-07-22 | 13F | 爱荷华州立银行 | 54,759 | -1.16 | 5,903 | -10.40 | ||||
2025-05-05 | 13F | PCA投资咨询服务公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 6,976,934 | -2.84 | 752,400 | -11.84 | ||||
2025-08-26 | 13F | 普罗维登投资管理公司 | 14,389 | -3.94 | 1,551 | -12.91 | ||||
2025-05-12 | 13F | 三菱日联证券欧洲、中东和非洲有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 21,981 | -15.19 | 2,370 | -23.13 | ||||
2025-08-21 | NP | VanEck VIP Trust - VanEck VIP 全球硬资产基金初始级 | 113,426 | -1.39 | 12,227 | -10.62 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 88,096 | -1.81 | 9,497 | -10.99 | ||||
2025-07-10 | 13F | Vista 投资合伙公司 | 103,011 | -0.03 | 11,105 | -9.38 | ||||
2025-07-28 | NP | NPRTX - Neuberger Berman 大盘价值基金投资者类别 | 3,356,614 | -2.56 | 343,382 | -10.47 | ||||
2025-08-06 | 13F | 韦德布什证券公司 | 98,595 | -17.90 | 11 | -28.57 | ||||
2025-08-14 | 13F | 资本与规划有限责任公司 | 16,595 | -12.51 | 1,789 | -20.71 | ||||
2025-07-01 | 13F | Stonehearth资本管理有限责任公司 | 9,870 | -7.81 | 1,064 | -16.50 | ||||
2025-07-28 | 13F | 卡特勒投资顾问有限公司 | 123,602 | -0.08 | 13,324 | -9.43 | ||||
2025-05-15 | 13F | CMT 资本市场交易有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Gts 证券有限公司 | 27,189 | -10.43 | 2,931 | -18.84 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 23,089 | -1.24 | 2,489 | -10.47 | ||||
2025-06-26 | NP | FDVKX - 富达价值发现 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 57,472 | -5.82 | 6,071 | -6.87 | ||||
2025-08-21 | NP | CHCGX - 切萨皮克增长基金 | 7,651 | -6.08 | 854 | -0.70 | ||||
2025-07-29 | 13F | 波特曼广场资本有限责任合伙 | Call | 58,700 | -72.44 | 6,328 | -75.02 | |||
2025-06-27 | NP | GUSH - Direxion 每日标准普尔石油和天然气指数。 & 产品。公牛 3X 股票 Direxion 每日 S&P 石油和天然气指数& 产品。牛市 3 倍股票 | 40,401 | -17.12 | 4,268 | -18.05 | ||||
2025-07-29 | 13F | 波特曼广场资本有限责任合伙 | Put | 90,600 | -75.93 | 9,767 | -78.18 | |||
2025-07-23 | 13F | 登普兹·南希·E | 3,325 | -23.12 | 358 | -30.35 | ||||
2025-07-30 | 13F | 支流资本管理有限责任公司 | 6,315 | -1.56 | 681 | -10.76 | ||||
2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 332,119 | -25.47 | 35,802 | -32.45 | ||||
2025-07-25 | NP | MEIAX - MFS价值基金A | 9,991,290 | -2.76 | 1,022,109 | -10.65 | ||||
2025-08-13 | 13F | DL卡尔森投资集团公司 | 35,992 | -9.18 | 3,880 | -17.70 | ||||
2025-06-27 | NP | FEVAX - 第一鹰美国价值基金 A 类 | 269,349 | -1.01 | 28,451 | -2.12 | ||||
2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 614,100 | -8.71 | 66,200 | -17.26 | ||||
2025-08-06 | 13F | NVWM有限公司 | 428 | -2.73 | 46 | -11.54 | ||||
2025-07-08 | 13F | 贝克埃利斯资产管理有限责任公司 | 72,532 | -1.28 | 7,819 | -10.53 | ||||
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 | 11,019 | -45.29 | 1,127 | -49.73 | ||||
2025-08-07 | 13F | FDx 顾问公司 | 5,047 | -7.33 | 1 | |||||
2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 72,432 | -11.84 | 7,651 | -12.83 | ||||
2025-07-24 | 13F | 韦弗资本管理有限公司 | 31,578 | -1.28 | 3,404 | -10.52 | ||||
2025-05-14 | 13F/A | 车床资本有限公司 | Call | 12,100 | -86.96 | 1,393 | -87.10 | |||
2025-04-14 | 13F | 大水财富管理 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 费希尔金融服务公司 | 4,087 | -11.86 | 441 | -20.15 | ||||
2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 1,008,927 | -0.60 | 103,213 | -8.67 | ||||
2025-08-05 | 13F | 塞拉投资有限公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 2,287 | -1.63 | 247 | -8.89 | ||||
2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 13,127 | -0.60 | 1,461 | -6.17 | ||||
2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 199,050 | -40.40 | 21,458 | -45.98 | ||||
2025-07-14 | 13F | 清港资产管理有限责任公司 | 48,568 | -1.36 | 5,236 | -10.59 | ||||
2025-07-31 | 13F | 拉姆齐、斯塔特曼、维拉和普莱斯公司 | 24,639 | -4.33 | 2,656 | -13.26 | ||||
2025-08-04 | 13F | 罗布尔·贝尔科公司 | 6,333 | -0.27 | 1 | |||||
2025-08-12 | 13F | Ci投资公司 | 536,268 | -7.56 | 58 | -16.18 | ||||
2025-08-08 | 13F | 尼克松皮博迪信托公司 | 55,463 | -18.82 | 5,979 | -26.42 | ||||
2025-06-26 | NP | FLCPX - 富达 SAI 美国大盘指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,304,820 | -0.54 | 137,828 | -1.65 | ||||
2025-08-14 | 13F | Mbb 公共市场 I Llc | 2,239 | -18.73 | 241 | -26.30 | ||||
2025-08-05 | 13F | 机械资本公司 | 9,545 | -39.73 | 1,029 | -45.41 | ||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | 63,054 | -39.57 | 6,797 | -45.22 | ||||
2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁梅隆自然资源投资组合初始级别 | 105,418 | -52.62 | 11,364 | -13.17 | ||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 103,794 | -0.12 | 11,459 | 1.56 | ||||
2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 5,948 | -0.28 | 661 | -6.91 | ||||
2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 12,676 | -4.32 | 1,508 | 5.75 | ||||
2025-08-11 | 13F | 忠利投资管理有限公司 | 44,372 | -0.81 | 4,777 | -10.23 | ||||
2025-08-14 | 13F | 第一曼哈顿公司 | 180,887 | -2.94 | 19,500 | -12.02 | ||||
2025-08-11 | 13F | 威尔金森全球资产管理有限公司 | 22,643 | -1.35 | 2,441 | -10.59 | ||||
2025-08-13 | 13F | RFP 金融集团有限责任公司 | 7,610 | -13.94 | 820 | -21.90 | ||||
2025-07-23 | 13F | 钛信托公司 | 23,751 | -0.10 | 2,560 | -9.44 | ||||
2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 20,621 | -8.67 | 2,223 | -17.24 | ||||
2025-08-29 | NP | DIVL - 麦迪逊股息价值 ETF | 12,598 | -1.79 | 1,358 | -10.95 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 收入与成长基金初始类别 | 11,987 | -6.29 | 1,292 | -15.06 | ||||
2025-07-23 | 13F | 熊山资本公司 | 50 | -16.67 | 5 | -16.67 | ||||
2025-08-28 | NP | SDY - SPDR(R) S&P(R) 股息 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,448,019 | -11.12 | 263,896 | -19.44 | ||||
2025-06-26 | NP | AWEIX - CIBC Atlas 纪律股票基金机构类别股票 | 255,658 | -1.22 | 27,005 | -2.33 | ||||
2025-06-27 | NP | SGENX - 第一鹰环球基金A类 | 5,306,628 | -11.66 | 560,539 | -12.66 | ||||
2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 29,227 | -1.57 | 3,151 | -10.79 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 748,269 | -6.30 | 80,663 | -15.07 | ||||
2025-07-17 | 13F | 对称合作伙伴有限责任公司 | 16,209 | -2.26 | 1,747 | -11.41 | ||||
2025-08-05 | 13F | 纽约以色列贴现银行 | 3,818 | -0.91 | 412 | -10.26 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 67,158 | -47.94 | 7,240 | -52.82 | ||||
2025-08-14 | 13F | 护身符财富顾问有限责任公司 | 5,461 | -15.78 | 589 | -23.74 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 3,129,823 | -1.18 | 337,395 | -10.43 | ||||
2025-07-10 | 13F | 社区信托投资公司 | 5,658 | -3.25 | 610 | -12.37 | ||||
2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 10,893 | -10.17 | 1,174 | -18.59 | ||||
2025-07-23 | 13F | 伍德信托金融公司 | 8,159 | -1.22 | 1 | |||||
2025-07-16 | 13F | 旧港顾问公司 | 10,126 | -1.22 | 1,092 | -10.50 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | TMMAX - SIMT 税收管理波动性基金 F 级 | 15,322 | -27.04 | 1,652 | -33.88 | ||||
2025-08-07 | 13F | 指导资本公司 | 3,464 | -3.08 | 380 | 0.00 | ||||
2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 29,746 | -3.48 | 3,207 | -12.52 | ||||
2025-08-11 | 13F | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 35,072 | -2.65 | 3,845 | 6.81 | ||||
2025-08-14 | 13F | Clg有限责任公司 | 12,119 | -3.92 | 1,306 | -12.93 | ||||
2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 189 | -40.75 | 20 | -45.95 | ||||
2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 20,186 | -4.60 | 2,176 | -13.51 | ||||
2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 31,615 | -52.75 | 3,408 | -57.18 | ||||
2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 99,550 | -16.16 | 10,731 | -24.01 | ||||
2025-08-11 | 13F | 墨水井资本有限责任公司 | 29,361 | -0.85 | 3,165 | -10.11 | ||||
2025-07-22 | 13F | 综合财务顾问机构有限公司 | 3,960 | -4.69 | 427 | -13.77 | ||||
2025-08-04 | 13F | 雷德财富有限责任公司 | 20,141 | -0.54 | 2,171 | -9.84 | ||||
2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,353 | -21.66 | 855 | -28.05 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 364,274 | -3.96 | 39,269 | -12.95 | ||||
2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,495,437 | -0.52 | 255,283 | -8.59 | ||||
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 | 818,910 | -0.03 | 88,278 | -9.38 | ||||
2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 24,854 | -15.03 | 2,625 | -15.97 | ||||
2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 167,664 | -0.28 | 18,074 | -9.61 | ||||
2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 4,963 | -3.56 | 535 | -12.58 | ||||
2025-06-27 | NP | SPGP - 景顺标准普尔 500 GARP 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 | 412,009 | -19.36 | 43,521 | -20.26 | ||||
2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 10,619 | -1.16 | 1,145 | -10.42 | ||||
2025-08-05 | 13F | 环山资本有限责任公司 | 2,881 | -3.22 | 310 | -12.43 | ||||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 291,609 | -31.77 | 31,435 | -38.16 | ||||
2025-08-07 | 13F | 金路德资本管理公司 | 1,645,927 | -1.56 | 177,431 | -10.77 | ||||
2025-08-14 | 13F | CIBC 资产管理公司 | 878,766 | -5.71 | 94,731 | -14.53 | ||||
2025-05-15 | 13F | 家族办公室研究有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 莱克瑞奇财富管理有限责任公司 | 15,876 | -3.02 | 1,711 | -12.12 | ||||
2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 13,858 | -2.61 | 1,494 | -11.76 | ||||
2025-07-16 | 13F | 太平洋贤者合伙人有限责任公司 | 8,718 | -11.26 | 940 | -19.61 | ||||
2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 81,977 | -2.10 | 8,837 | -11.26 | ||||
2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 4,926 | -5.78 | 531 | -14.65 | ||||
2025-05-15 | 13F | 卡普罗克集团有限公司 | 106,039 | -6.32 | 12,611 | 3.57 | ||||
2025-08-14 | 13F | 中西一金融集团有限公司 | 37,567 | -0.60 | 4,050 | -9.90 | ||||
2025-06-30 | NP | VAGVX - Vanguard Advice Select 全球价值基金 Admiral Shares | 61,610 | -13.52 | 6,508 | -14.51 | ||||
2025-07-14 | 13F | 康拉德西格尔投资顾问公司 | 1,885 | -7.01 | 203 | -15.77 | ||||
2025-08-08 | 13F | 纯种金融服务有限公司 | 54,726 | -29.32 | 6 | -44.44 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 78,609 | -0.52 | 8,474 | -9.82 | ||||
2025-07-30 | 13F | 盖布尔斯资本管理公司 | 6,238 | -0.38 | 672 | -9.68 | ||||
2025-08-12 | 13F | 托克维尔资产管理公司 | 126,333 | -28.85 | 13,619 | -35.51 | ||||
2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 12,410 | -2.64 | 1,338 | -11.75 | ||||
2025-08-01 | 13F | 弗格森·夏皮罗有限责任公司 | 2,144 | -4.37 | 231 | -13.16 | ||||
2025-08-05 | 13F | 查普曼投资管理有限责任公司 | 2,695 | -20.81 | 291 | -28.22 | ||||
2025-07-21 | 13F | 纽敦第一国民银行及信托公司 | 48,968 | -1.61 | 5,279 | -10.83 | ||||
2025-07-29 | 13F | 维奥利奇资本管理公司 | 37,650 | -9.67 | 4,059 | 101,350.00 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 32,144 | -3.82 | 3,465 | -12.81 | ||||
2025-07-30 | NP | QDIV - Global X S&P 500 优质股息 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,788 | -2.05 | 490 | -10.11 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 88,443 | -5.77 | 9,534 | -14.59 | ||||
2025-07-30 | 13F | 格林纳普街财富管理有限公司 | 13,463 | -0.60 | 1,451 | -9.88 | ||||
2025-08-13 | 13F | 亨德肖特投资公司 | 8,130 | -0.85 | 876 | -10.15 | ||||
2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 238,143 | -3.58 | 26 | -13.79 | ||||
2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 591,508 | -6.11 | 60,511 | -13.73 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 1,239,800 | -7.14 | 133,650 | -15.83 | |||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 405,271 | -0.97 | 43,688 | -10.23 | ||||
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 | 180,376 | -9.88 | 18,452 | -17.19 | ||||
2025-08-13 | 13F | 顶点规划合作伙伴有限责任公司 | 3,195 | -0.81 | 344 | -10.18 | ||||
2025-07-10 | 13F | 布雷迪家族财富有限公司 | 2,778 | -2.53 | 299 | -11.54 | ||||
2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 13,957 | -3.04 | 1,505 | -12.10 | ||||
2025-07-10 | 13F | 赫洛财富管理集团有限公司 | 3,944 | -0.13 | 425 | -9.38 | ||||
2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 739,641 | -2.38 | 79,733 | -11.52 | ||||
2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 8,025 | -16.87 | 865 | -24.59 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 265,218 | -0.12 | 28,590 | -9.47 | ||||
2025-07-17 | 13F | Enclave 顾问有限公司 | 97,482 | -9.08 | 10,509 | -17.59 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 183,800 | -8.28 | 19,814 | -16.87 | |||
2025-08-15 | 13F | 战略投资顾问/MI | 14,982 | -22.68 | 1,612 | -30.08 | ||||
2025-03-31 | NP | FBCG - 富达蓝筹成长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 | 0 | -100.00 | 0 | -100.00 | ||||
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 | 4,475,745 | -11.79 | 457,869 | -18.95 | ||||
2025-08-04 | 13F | 现场和主要银行 | 23,450 | -8.13 | 2,528 | -16.74 | ||||
2025-08-14 | 13F | 全新世顾问有限合伙人 | 2,187,612 | -29.61 | 235,825 | -36.20 | ||||
2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 409,351 | -3.48 | 44,128 | -12.51 | ||||
2025-08-05 | 13F | 杰赛普财富管理公司 | 2,528 | -0.32 | 273 | -9.63 | ||||
2025-07-16 | 13F | 伊普斯威奇投资管理有限公司 | 91,912 | -3.84 | 9,908 | -12.84 | ||||
2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 4,691 | -2.88 | 506 | -12.02 | ||||
2025-07-25 | 13F | 哈特兰银行信托公司 | 18,611 | -2.07 | 2,006 | -11.24 | ||||
2025-06-24 | NP | JGLO - 摩根大通全球精选股票 ETF | 848,121 | -34.83 | 89,587 | -35.56 | ||||
2025-08-25 | NP | AHITX - 美国高收入信托 A 级 | 130 | -99.19 | 14 | -99.27 | ||||
2025-07-28 | 13F | 阿灵顿财务顾问有限责任公司 | 5,981 | -41.82 | 645 | -47.30 | ||||
2025-07-28 | 13F | SFG 财富管理有限责任公司。 | 8,088 | -4.33 | 872 | -13.33 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 299,115 | -0.31 | 31,596 | -1.43 | ||||
2025-07-25 | 13F | 赛普拉斯资本集团 | 132,142 | -2.15 | 14,245 | -11.31 | ||||
2025-07-18 | 13F | 信托金融公司 | 2,192,670 | -1.42 | 236,370 | -10.65 | ||||
2025-08-15 | 13F | 蓝边资本有限责任公司 | 41,926 | -0.25 | 4,520 | -9.58 | ||||
2025-05-05 | 13F | 澳大利亚超级有限公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | VSTIX - 股票指数基金 | 556,746 | -3.40 | 56,955 | -11.23 | ||||
2025-07-25 | 13F | 普里贝财富控股有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | 富国银行大师信托 - 富国银行纪律大盘投资组合 纪律大盘投资组合 | 21,100 | -5.64 | 2,229 | -6.70 | ||||
2025-06-24 | NP | JDIV-摩根大通股息领先ETF | 818 | -7.05 | 86 | -8.51 | ||||
2025-07-10 | 13F | HWG控股有限公司 | 2,469 | -12.97 | 266 | -21.07 | ||||
2025-08-14 | 13F | 范登伯格管理公司 | 156,771 | -3.56 | 16,900 | -12.59 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks 财富管理有限责任公司 | 102,410 | -0.27 | 11,460 | 7.10 | ||||
2025-07-18 | 13F | 自由资本管理公司 | 3,038 | -3.43 | 327 | -12.57 | ||||
2025-07-11 | 13F | 考德威尔证券公司 | 13,980 | -8.61 | 1,507 | -17.15 | ||||
2025-08-06 | 13F | 范式资产管理有限公司 | 19,650 | -18.97 | 2,118 | -26.56 | ||||
2025-08-28 | NP | ELFNX - ELFUN 信托 Elfun 信托 | 742,837 | -6.51 | 80,078 | -15.26 | ||||
2025-06-27 | NP | RPV - Invesco S&P 500 纯价值 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 | 60,947 | -11.92 | 6,438 | -12.92 | ||||
2025-08-06 | 13F | 韦弗顿投资管理有限公司 | 16,863 | -15.00 | 1,817 | -23.01 | ||||
2025-08-21 | NP | GHAAX - 全球硬资产基金A类 | 199,080 | -7.35 | 21,461 | -16.02 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 133,414 | -10.33 | 14,382 | -18.72 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 71,979 | -2.25 | 7,759 | -11.40 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price 大盘价值基金 1 类 | 296,040 | -7.79 | 31,913 | -16.42 | ||||
2025-05-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 56,201 | -9.57 | 6,058 | -18.04 | ||||
2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 7,944 | -4.02 | 856 | -13.01 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 15,717 | -5.91 | 1,443 | -21.53 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通股票收益投资组合 1 级 | 72,897 | -22.74 | 7,700 | -23.60 | ||||
2025-08-08 | 13F | Keyvanage Wealth, Llc | 4,950 | -7.29 | 534 | -16.06 | ||||
2025-07-18 | 13F | 客户第一咨询集团有限公司 | 31,762 | -11.25 | 3,424 | -19.57 | ||||
2025-08-04 | 13F | 西北财务顾问公司 | 2,892 | -51.07 | 312 | -55.70 | ||||
2025-07-23 | 13F | 内布拉斯加州财富管理 | 2,152 | -5.53 | 235 | -12.96 | ||||
2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 64,333 | -10.05 | 6,581 | -17.34 | ||||
2025-07-14 | 13F | IronOak Wealth LLC。 | 6,129 | -56.51 | 661 | -56.44 | ||||
2025-07-21 | 13F | 格林伍德资本联合有限公司 | 65,169 | -13.91 | 7,025 | -21.96 | ||||
2025-08-06 | 13F | 地平线投资服务有限责任公司 | 4,559 | -0.33 | 492 | -9.74 | ||||
2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 713 | -5.31 | 77 | -14.61 | ||||
2025-08-01 | 13F | 第一指挥咨询服务公司 | 43,009 | -4.30 | 4,636 | -13.25 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 马萨诸塞州投资者信托投资组合 1 级 | 73,274 | -9.14 | 7,740 | -10.17 | ||||
2025-08-08 | 13F | 投资伙伴有限公司 | 15,585 | -4.18 | 1,680 | -13.13 | ||||
2025-08-12 | 13F | 阿彻投资公司 | 23,644 | -0.18 | 2,549 | -9.52 | ||||
2025-07-30 | 13F | 德马斯金融集团有限责任公司 | 2,372 | -98.96 | 256 | 25,400.00 | ||||
2025-08-12 | 13F | 自由格列佛有限公司 | 3,406 | -4.43 | 367 | -13.24 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | 8,773,649 | -1.49 | 946,518 | -10.70 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | Call | 45,700 | -17.66 | 4,947 | -25.32 | |||
2025-07-25 | NP | NSGAX - 哥伦比亚精选大盘股票基金 A 类 | 254,241 | -18.63 | 26,009 | -25.23 | ||||
2025-08-05 | 13F | 退休金融解决方案有限公司 | 3,346 | -2.96 | 361 | -12.20 | ||||
2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 44,247 | -5.90 | 4,770 | -14.72 | ||||
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 | 952,994 | -0.98 | 102,733 | -10.24 | ||||
2025-05-12 | 13F | 瑞穗证券美国有限公司 | 348,544 | -16.33 | 41,452 | -7.49 | ||||
2025-08-14 | 13F | 八31金融有限公司 | 61,861 | -0.24 | 6,669 | -9.57 | ||||
2025-08-25 | NP | 美国基金保险系列 - 增长收益基金 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 | 2,651,600 | -14.07 | 285,842 | -22.11 | ||||
2025-08-13 | 13F | 费城信托公司 | 49,928 | -2.04 | 5 | -16.67 | ||||
2025-07-29 | 13F | 溪畔合作伙伴 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 卡哈巴财富管理公司 | 5,866 | -21.49 | 632 | -28.83 | ||||
2025-07-08 | NP | WSACX - Wellington Shields 全盘基金机构股票 | 2,852 | -49.54 | 292 | -53.74 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 多元化价值投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 169,980 | -2.47 | 18,324 | -11.59 | ||||
2025-08-12 | 13F | 维斯特资本有限公司 | 3,887 | -33.42 | 1 | |||||
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 | 988,147 | -1.12 | 106,522 | -10.37 | ||||
2025-08-11 | 13F | 其他财富有限责任公司 | 57,686 | -0.40 | 6,219 | -9.73 | ||||
2025-07-25 | 13F | SPC 金融公司 | 8,173 | -0.99 | 881 | -10.19 | ||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 88,086 | -1.34 | 9,496 | -10.58 | ||||
2025-08-08 | 13F | 道明资本管理有限公司 | 6,789 | -0.24 | 732 | -9.64 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 888,351 | -2.28 | 96 | -12.04 | ||||
2025-08-28 | NP | TWEIX - 股票收益基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,342,490 | -2.22 | 144,720 | -11.37 | ||||
2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 84,390 | -4.83 | 9,097 | -13.73 | ||||
2025-08-08 | 13F | 大理石港投资顾问有限责任公司 | 139,964 | -1.79 | 15,088 | -10.98 | ||||
2025-08-06 | 13F/A | 海德兰资本有限责任公司 | 2,635 | -5.15 | 284 | -13.94 | ||||
2025-07-10 | 13F | 老父亲金融服务有限责任公司 | 3,764 | -1.77 | 406 | -10.99 | ||||
2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 650 | -15.03 | 70 | -22.22 | ||||
2025-05-15 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 19,959 | -4.44 | 2,152 | -13.41 | ||||
2025-07-30 | 13F | CMG 全球控股有限公司 | 17,260 | -4.81 | 1,923 | -2.34 | ||||
2025-05-01 | 13F | 格兰特/格罗斯门德尔松有限责任公司 | 14,378 | -0.28 | 1,562 | 0.71 | ||||
2025-07-01 | 13F | Rowland & Co 投资顾问/顾问 | 83,859 | -0.32 | 9,040 | -9.65 | ||||
2025-07-23 | 13F | 奥罗拉投资管理有限公司。 | 2,219 | -1.77 | 0 | |||||
2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 14,028,040 | -0.13 | 1,481,782 | -1.25 | ||||
2025-07-31 | 13F | 联合社区银行 | 10,650 | -26.07 | 1,148 | -32.98 | ||||
2025-05-08 | 13F | denkapparat Operations GmbH | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 81,334 | -3.11 | 8,768 | -12.18 | ||||
2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 16,836 | -3.54 | 1,824 | -11.63 | ||||
2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-30 | NP | PUTIX - PIMCO 机构战略债券基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-19 | 13F | 国家资产管理公司 | 61,759 | -74.48 | 6,658 | -74.43 | ||||
2025-05-30 | NP | PUBAX - PIMCO 动态债券基金 A | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 德肖公司 | Call | 1,013,000 | -2.48 | 109,201 | -11.61 | |||
2025-05-30 | NP | SCLAX - SIMT 多资产资本稳定基金 F 级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | NDVR 公司 | 4,541 | -0.44 | 490 | -9.78 | ||||
2025-08-11 | 13F | 石桥投资管理公司,LCC | 5,010 | -1.44 | 540 | -10.60 | ||||
2025-08-27 | NP | Touchstone 变量系列信托 - Touchstone 平衡基金 | 5,663 | -1.80 | 610 | -10.95 | ||||
2025-08-07 | 13F | 马赛克金融集团有限公司 | 6,194 | -6.45 | 1 | |||||
2025-08-26 | NP | JUEAX - 摩根大通美国A级股票基金 | 5,422,039 | -8.91 | 584,496 | -17.43 | ||||
2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 8,667 | -10.53 | 915 | -11.51 | ||||
2025-07-16 | 13F | Pictet & Cie(欧洲)SA | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 德肖公司 | Put | 191,300 | -26.14 | 20,622 | -33.05 | |||
2025-08-05 | 13F | 卡森咨询公司 | 8,044 | -3.13 | 867 | -12.16 | ||||
2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 194,522 | -3.47 | 20,970 | -12.50 | ||||
2025-08-12 | 13F | 东北规划协会有限公司 / Nh / | 2,741 | -0.54 | 295 | -9.79 | ||||
2025-07-25 | 13F | 橡子溪资本有限责任公司 | 3,038 | -12.90 | 327 | -21.01 | ||||
2025-07-24 | 13F | 游戏计划财务顾问有限责任公司 | 75 | -76.56 | 8 | -78.95 | ||||
2025-07-23 | 13F | Elm3 金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | ERTS 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-29 | NP | WCMYX - WCM 优质股息增长基金机构类别股票 | 597 | -65.43 | 71 | -61.62 | ||||
2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 43,540 | -81.00 | 4,454 | -82.54 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 9,111 | -6.08 | 982 | -14.83 | ||||
2025-08-07 | 13F | 弗洛斯巴赫冯斯托奇股份公司 | 335,684 | -26.84 | 36,187 | -33.69 | ||||
2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 8,073,258 | -2.29 | 852,778 | -3.39 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 1,954 | -99.56 | 211 | -99.60 | ||||
2025-07-15 | 13F | 金融合作伙伴集团公司 | 5,552 | -0.04 | 598 | -9.39 | ||||
2025-07-07 | 13F | 大道 1 顾问有限责任公司 | 4,407 | -1.23 | 475 | -10.38 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 10,113 | -0.67 | 1,090 | -9.92 | ||||
2025-08-07 | 13F | 丰维尔财富管理有限责任公司 | 9,410 | -0.37 | 1,014 | -9.14 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 特雷诺资本管理公司 | 15,807 | -31.19 | 1,727 | -36.80 | ||||
2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | ERn 金融有限责任公司 | 6,342 | -46.33 | 684 | -51.39 | ||||
2025-05-22 | NP | PALCX - AllianzGI 全球配置基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 核心商品管理有限责任公司 | 4,052 | -5.33 | 437 | -14.34 | ||||
2025-07-23 | 13F | 诺蒂斯·麦康纳蒂·爱德华 | 23,810 | -0.42 | 2,567 | -9.74 | ||||
2025-07-15 | 13F | RVW 财富有限责任公司 | 8,071 | -3.26 | 870 | -12.30 | ||||
2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 1,642 | -5.74 | 177 | -14.49 | ||||
2025-07-24 | 13F | 科珀温德金融有限责任公司 | 2,136 | -64.63 | 230 | -67.97 | ||||
2025-08-13 | 13F | 空心布鲁克财富管理有限责任公司 | 44,148 | -7.89 | 4,759 | -16.51 | ||||
2025-08-27 | NP | VTCLX - 先锋税务管理资本增值基金 Admiral Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,798,440 | -4.91 | 193,872 | -13.81 | ||||
2025-08-29 | NP | 约翰汉考克投资信托 - 约翰汉考克多元化实物资产基金类别资产净值 | 212,880 | -2.65 | 22,948 | -11.77 | ||||
2025-07-15 | 13F | 克拉鲁斯集团公司 | 95,089 | -0.50 | 10,251 | -9.81 | ||||
2025-06-30 | NP | VGENX - 先锋能源基金投资者股票 | 4,441,900 | -1.18 | 469,198 | -2.29 | ||||
2025-08-18 | NP | ULTRA 系列基金 - 大盘价值基金 I 类 | 29,798 | -8.03 | 3,212 | -16.64 | ||||
2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 16,041 | -7.54 | 1,729 | -16.19 | ||||
2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 112 | -16.42 | 12 | -21.43 | ||||
2025-08-14 | 13F | LM 顾问有限责任公司 | 8,184 | -0.91 | 1 | |||||
2025-07-18 | 13F | Fmb财富管理 | 2,844 | -0.14 | 307 | -9.47 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 100,612 | -4.02 | 10,846 | -13.00 | ||||
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 | 2,071,244 | -0.95 | 218,786 | -2.06 | ||||
2025-07-23 | 13F | 驾驶室咨询集团有限责任公司 | 4,313 | -0.69 | 465 | -10.08 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 14,942 | -4.94 | 1,611 | -13.86 | ||||
2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 60 | -7.69 | 6 | 0.00 | ||||
2025-08-22 | NP | 可变保险产品基金 - 价值投资组合初始类别 | 129,908 | -9.98 | 14,004 | -18.41 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -597 | -64 | |||||
2025-08-07 | 13F | W 顾问有限公司 | 34,890 | -1.23 | 3,761 | -10.45 | ||||
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 | 96,763 | -12.32 | 10,431 | -20.53 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - Invesco Comstock 投资组合 A 类 | 153,140 | -24.73 | 16,508 | -31.78 | ||||
2025-08-05 | 13F | 新泽西更好教育储蓄信托基金 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 中央信托公司 | 305,889 | -2.86 | 32,975 | -11.96 | ||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 7,387,357 | -2.85 | 796,357 | -11.94 | ||||
2025-08-13 | 13F | 吉布森财富顾问有限责任公司 | 31,594 | -1.45 | 3,406 | -10.68 | ||||
2025-08-15 | 13F | 奥卡姆金融集团 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | 天空投资集团有限责任公司 | 83,842 | -1.31 | 9,038 | -10.54 | ||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 2,354,903 | -6.96 | 253,859 | -15.67 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-18 | 13F | TruNorth 资本管理有限公司 | 21 | -95.53 | 2 | -96.36 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -117 | -13 | |||||
2025-07-25 | 13F | 西北资本管理公司 | 1,563 | -29.47 | 168 | -36.12 | ||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 901,002 | -35.62 | 97,128 | -41.65 | ||||
2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 15,608 | -2.25 | 1,683 | -11.43 | ||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 112,214 | -1.28 | 12,097 | -10.52 | ||||
2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 17,814 | -0.35 | 1,920 | -9.69 | ||||
2025-08-14 | 13F | Nfj 投资集团有限公司 | 339,223 | -3.45 | 36,568 | -12.48 | ||||
2025-08-04 | 13F | 尖峰财富管理 | 82,241 | -32.30 | 8,740 | -39.51 | ||||
2025-07-09 | 13F | 塔代路德维希联合公司 | 2,917 | -3.41 | 314 | -12.53 | ||||
2025-08-14 | 13F | 客观资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 艾伦投资管理有限公司 | 10,652 | -2.22 | 1,148 | -11.35 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 163 | -75.74 | 18 | -78.48 | ||||
2025-04-28 | 13F | Tandem 投资顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Accucest全球顾问公司 | 2,174 | -54.95 | 234 | -59.23 | ||||
2025-07-29 | 13F | 卡梅尔资本合伙人有限责任公司 | 4,038 | -33.66 | 435 | -39.83 | ||||
2025-05-27 | NP | 保诚系列基金 - 自然资源投资组合 I 类 | 229,279 | -15.26 | 27,268 | -6.31 | ||||
2025-08-12 | 13F | 爱荷华州财富顾问有限责任公司 | 1,989 | -9.22 | 214 | -17.69 | ||||
2025-05-14 | 13F | 家庭财富集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-01 | 13F | 佩诺布斯科特财富管理 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Intergy 私人财富有限责任公司 | 2,407 | -6.09 | 260 | -14.80 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 股票收益基金 IA 类股票 | 500,436 | -3.44 | 53,947 | -12.47 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 245,799 | -2.33 | 26,497 | -11.47 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 能源行业基金 (A) | 3,840,572 | -2.82 | 414,014 | -11.92 | ||||
2025-07-10 | 13F | SK 财富管理有限责任公司 | 2,158 | -2.22 | 246 | 5.60 | ||||
2025-07-18 | 13F | Generali Investments CEE,一家投资公司, | 48,700 | -25.17 | 5,250 | -32.18 | ||||
2025-07-09 | 13F | 智慧资本有限公司 | 157,017 | -7.96 | 16,926 | -16.57 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 32,228,609 | -2.70 | 3,474,777 | -11.79 | ||||
2025-08-14 | 13F | 劳里恩资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | DMAGX - Driehaus 多元资产增长经济基金 | 5,920 | -27.86 | 638 | -34.56 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通纪律股票基金 II 类 | 195,930 | -6.02 | 21,121 | -14.81 | ||||
2025-07-21 | 13F | 协同财务管理有限责任公司 | 4,693 | -1.41 | 506 | -10.78 | ||||
2025-08-07 | 13F | 布里奥顾问有限责任公司 | 2,100 | -0.43 | 226 | -9.60 | ||||
2025-08-13 | 13F | JBR Co 财务管理公司 | 6,618 | -56.31 | 713 | -60.41 | ||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 3,143 | -27.50 | 339 | -34.37 | ||||
2025-06-26 | NP | JHDV - 约翰汉考克美国高股息 ETF | 297 | -63.69 | 31 | -64.37 | ||||
2025-08-14 | 13F | 马歇尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 资本管理联营公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 1,117,100 | -30.91 | 120,423 | -37.38 | |||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪大型公司价值基金标准 II 类 | 29,115 | -9.23 | 3,139 | -17.72 | ||||
2025-07-25 | 13F | 全面清晰财富管理公司 | 6,256 | -11.92 | 674 | -11.78 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 376,600 | -19.03 | 40,597 | -26.61 | |||
2025-08-14 | 13F | 富勒泰勒资产管理公司 | 10,753 | -0.07 | 1,159 | -9.38 | ||||
2025-07-09 | 13F | 中央谷顾问有限公司 | 6,200 | -3.73 | 668 | -12.68 | ||||
2025-08-14 | 13F | 达美全球管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 珠穆朗玛峰管理公司 | 2,238 | -1.93 | 241 | -11.07 | ||||
2025-08-12 | 13F | EFG 资产管理(美洲)公司 | 14,615 | -17.41 | 1,575 | -25.14 | ||||
2025-08-29 | NP | GCAEX - Gabelli 股票收益基金 A 类 | 9,000 | -5.26 | 970 | -14.08 | ||||
2025-07-28 | 13F | 波士顿信托华登公司 | 679,318 | -0.83 | 73,230 | -10.11 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国行业轮动 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,835 | -22.93 | 194 | -24.02 | ||||
2025-08-22 | NP | MRJIX - I 类实物资产投资组合 | 878 | -2.66 | 95 | -12.15 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 589,353 | -3.52 | 63,532 | -12.55 | ||||
2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 319,105 | -2.27 | 34,400 | -11.42 | ||||
2025-06-27 | NP | FERRX - 第一鹰全球实物资产基金 R6 级 | 533 | -48.80 | 56 | -49.55 | ||||
2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 26,053 | -0.37 | 2,809 | -9.71 | ||||
2025-05-15 | 13F | Citadel 顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | 优点投资组合管理 | 60,859 | -1.06 | 6,561 | -10.32 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 127,996 | -10.48 | 13,798 | -18.86 | ||||
2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT Multi Cap Opportunities Fund I 类 | 37,036 | -11.75 | 3,992 | -20.02 | ||||
2025-05-15 | 13F | Yaupon资本管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 259,929 | -9.46 | 27,456 | -10.48 | ||||
2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 12,630 | -5.83 | 1,362 | -14.67 | ||||
2025-04-24 | 13F | Primoris 财富顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 真正的私人财富顾问 | 39,371 | -1.90 | 4,244 | -11.08 | ||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 73,541 | -0.26 | 7,928 | -9.60 | ||||
2025-08-06 | 13F | 樱桃溪投资顾问公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | DUHP - 维度美国高盈利ETF | 398 | -7.44 | 42 | -6.67 | ||||
2025-08-12 | 13F | 基梅尔曼贝尔德有限责任公司 | 97,589 | -0.01 | 10,520 | -9.37 | ||||
2025-07-11 | 13F | 海岸资本集团有限责任公司 | 2,779 | -2.66 | 300 | -11.80 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 平衡基金 (a) | 584,809 | -22.53 | 63,042 | -29.78 | ||||
2025-08-13 | 13F | 奥默斯管理公司 | 1,120,824 | -0.55 | 120,825 | -9.86 | ||||
2025-08-12 | 13F | 福国相互人寿保险公司 | 147,800 | -1.59 | 15,933 | -10.80 | ||||
2025-08-13 | 13F | 西切斯特资本顾问公司 | 0 | -100.00 | 0 | |||||
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 | 52,272,180 | -0.83 | 5,634,941 | -10.11 | ||||
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 | 20,596 | -26.57 | 2,176 | -27.40 | ||||
2025-06-26 | NP | TLORX - Transamerica 大价值机会 R | 64,003 | -2.74 | 6,761 | -3.84 | ||||
2025-08-12 | 13F | Integras Partners有限责任公司 | 26,091 | -0.37 | 2,813 | -9.70 | ||||
2025-08-12 | 13F | 磁石财富管理有限责任公司 | 8,303 | -0.76 | 895 | -10.05 | ||||
2025-07-25 | 13F | 联邦金融服务有限责任公司 | 18,592 | -1.01 | 2,004 | -10.26 | ||||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 3,962 | -13.49 | 425 | -13.65 | ||||
2025-08-28 | NP | TWVLX - 价值基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 499,574 | -1.69 | 53,854 | -10.89 | ||||
2025-08-11 | 13F | 拉尔夫斯资本有限责任公司 | 37,885 | -1.51 | 4,084 | -10.71 | ||||
2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 5,498 | -4.60 | 593 | -13.58 | ||||
2025-08-14 | 13F | TCW集团公司 | 639,842 | -14.02 | 68,975 | -22.07 | ||||
2025-08-05 | 13F | 北角财富管理有限公司 | 38,183 | -5.26 | 4,116 | -14.12 | ||||
2025-07-22 | 13F | IFS 顾问有限责任公司 | 211 | -91.31 | 23 | -92.36 | ||||
2025-09-03 | 13F | 美国信托 | 4,586 | -3.78 | 494 | -12.72 | ||||
2025-08-14 | 13F | 希尔顿资本管理有限责任公司 | 4,148 | -2.74 | 447 | -11.83 | ||||
2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 150,943 | -4.72 | 16,272 | -13.64 | ||||
2025-07-24 | NP | FADAX - 富达顾问股息增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 196,922 | -28.45 | 20,145 | -34.25 | ||||
2025-07-29 | 13F | 哨兵投资管理有限公司 | 13,148 | -4.83 | 2 | 0.00 | ||||
2025-07-16 | 13F | ORG 财富合伙人有限公司 | 50,894 | -7.20 | 5,563 | -14.83 | ||||
2025-08-11 | 13F | 兰哈姆·奥戴尔公司 | 2,079 | -1.84 | 224 | -10.76 | ||||
2025-08-05 | 13F | 美国高级投资管理研究所有限责任合伙 | 2,000 | -10.11 | 216 | -18.56 | ||||
2025-05-13 | 13F | 蒙德里安投资伙伴有限公司 | 725,095 | -1.26 | 86,236 | 9.92 | ||||
2025-08-12 | 13F | 独立资产合作伙伴有限责任公司 | 2,194 | -69.61 | 237 | -72.49 | ||||
2025-05-28 | NP | DHAMX - 中心美国精选股票基金投资者类别 | 31,395 | -20.47 | 3,734 | -17.85 | ||||
2025-07-18 | 13F/A | MJT & Associates 财务咨询集团有限公司 | 11 | -90.18 | 1 | -92.31 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 综合研究 VIP 基金 | 35,608 | -0.12 | 3,839 | -9.46 | ||||
2025-08-14 | 13F | 第一金融银行股份公司 | 57,335 | -0.41 | 6,181 | -9.74 | ||||
2025-07-29 | NP | SEPIX - 能源和基础材料产品组合 能源和基础材料 I 类 | 664 | -16.48 | 68 | -23.86 | ||||
2025-07-07 | 13F | 福克斯希尔财富管理 | 3,495 | -6.12 | 377 | -14.93 | ||||
2025-08-12 | 13F | 滑铁卢资本有限合伙人 | 28,773 | -1.10 | 3,102 | -10.35 | ||||
2025-08-08 | 13F | 联合资产策略公司 | 53,670 | -12.41 | 5,786 | -20.61 | ||||
2025-07-25 | 13F | 倡导集团有限责任公司 | 8,404 | -39.18 | 906 | -44.92 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 188,265 | -0.90 | 20,295 | -10.18 | ||||
2025-07-29 | 13F | 伯明翰资本管理公司/等 | 40,623 | -21.07 | 4,379 | -28.45 | ||||
2025-08-29 | 13F | 半人马座金融公司 | 41,659 | -0.04 | 4 | 0.00 | ||||
2025-08-26 | NP | PRAFX - T. Rowe Price 实物资产基金公司 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 | 1,205,488 | -8.98 | 129,952 | -17.50 | ||||
2025-08-14 | 13F | 曼氏集团 | Call | 210,900 | -36.91 | 22,735 | -42.82 | |||
2025-08-14 | 13F | 曼氏集团 | Put | 260,300 | -22.14 | 28,060 | -29.42 | |||
2025-07-28 | 13F | 斯特林财务规划公司 | 13,041 | -2.35 | 1,406 | -11.52 | ||||
2025-05-15 | 13F | 卡斯尔拉克管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 24,007 | -35.67 | 2,588 | -41.71 | ||||
2025-08-14 | 13F | 曼氏集团 | 105,315 | -36.29 | 11,353 | -42.25 | ||||
2025-05-13 | 13F | 衡量风险投资组合有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 基调金融服务有限公司 | 11,046 | -1.34 | 1,191 | -10.59 | ||||
2025-08-06 | 13F | Ethos金融集团有限责任公司 | 52,783 | -7.08 | 5,690 | -8.70 | ||||
2025-08-13 | 13F | HAP 贸易有限公司 | Put | 114,900 | -16.25 | 1,637 | 60.24 | |||
2025-07-31 | 13F | 猎户座资本管理有限公司 | 2,220 | -18.38 | 239 | -26.01 | ||||
2025-08-05 | 13F | 奥克韦尔私人财富管理有限责任公司 | 3,839 | -2.81 | 414 | -11.94 | ||||
2025-08-12 | 13F | 万国数据财富管理 | 47,457 | -4.79 | 5,116 | -13.71 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 2,860 | -1.79 | 308 | -10.98 | ||||
2025-07-24 | 13F | 私人财富硕士 | 3,486 | -1.41 | 376 | -10.71 | ||||
2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 535,100 | -5.91 | 57,684 | -14.71 | ||||
2025-07-23 | 13F | 穆洛利资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | 13F | Claris Financial LLC | 7,476 | -30.36 | 806 | -30.24 | ||||
2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 7,317 | -16.79 | 789 | -24.67 | ||||
2025-07-09 | 13F | 里弗塞奇顾问有限公司 | 2,508 | -30.45 | 270 | -36.92 | ||||
2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 9,683 | -2.51 | 1,044 | -11.69 | ||||
2025-07-29 | 13F | BKM 财富管理有限责任公司 | 3,103 | -0.06 | 335 | -9.49 | ||||
2025-05-14 | 13F | 彭宁顿合伙公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 巴林银行 | 123,982 | -0.31 | 13,365 | -9.64 | ||||
2025-08-12 | 13F | 埃德加·洛马克斯·科/va | 317,887 | -1.65 | 34,268 | -10.85 | ||||
2025-07-25 | NP | ACWV - iShares Edge MSCI 最小成交量全球 ETF | 166,690 | -2.58 | 17,052 | -10.48 | ||||
2025-08-08 | 13F | 指南针金融服务公司 | 515 | -7.87 | 55 | -16.67 | ||||
2025-07-15 | 13F | 海湾资本顾问有限公司 | 6,173 | -0.37 | 665 | -9.65 | ||||
2025-08-14 | 13F | 家族管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 斯塔利资本顾问公司 | 9,112 | -1.04 | 982 | -10.32 | ||||
2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 20,218 | -2.33 | 2,179 | -11.46 | ||||
2025-07-21 | 13F | AIFG 顾问有限公司 | 7,470 | -21.66 | 805 | -29.01 | ||||
2025-08-13 | 13F | Grantvest金融集团有限公司 | 3,715 | -2.03 | 401 | -11.11 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Call | 187,800 | -4.48 | 20,245 | -13.42 | |||
2025-08-11 | 13F | 百富金融集团有限责任公司 | 10,453 | -4.34 | 1,127 | -13.32 | ||||
2025-08-14 | 13F | 岩点顾问有限责任公司 | 3,237 | -5.82 | 349 | -14.71 | ||||
2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,216,138 | -4.76 | 238,900 | -13.67 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | Put | 99,800 | -54.41 | 10,758 | -58.68 | |||
2025-07-23 | 13F | 基德·斯蒂芬·W | 21,382 | -1.84 | 2,305 | -11.04 | ||||
2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 77,263 | -5.00 | 8,329 | -13.90 | ||||
2025-08-26 | NP | RPAR - RPAR 风险平价 ETF | 55,281 | -14.44 | 5,959 | -22.45 | ||||
2025-08-06 | 13F | Cm 财富顾问有限公司 | 6,086 | -33.40 | 656 | -39.59 | ||||
2025-05-06 | 13F | Readystate资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | RAPAX - Cohen & Steers Real Assets Fund, Inc. A 类 | 86,088 | -19.50 | 9,280 | -27.04 | ||||
2025-06-26 | NP | FVDFX - 富达价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,086,941 | -4.03 | 114,814 | -5.10 | ||||
2025-07-22 | 13F | 希蒙运河信托公司 | 12,081 | -2.95 | 1,302 | -12.03 | ||||
2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 216 | -91.19 | 23 | -92.10 | ||||
2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 1,031 | -9.48 | 105 | -16.67 | ||||
2025-08-26 | NP | VGIIX - 摩根大通成长和收益基金 I 类 | 599,199 | -18.87 | 64,594 | -26.46 | ||||
2025-08-26 | NP | IOO - iShares Global 100 ETF | 906,841 | -3.76 | 97,757 | -12.77 | ||||
2025-07-24 | 13F | Invictus 私人财富有限公司 | 117,866 | -0.49 | 12,706 | -9.81 | ||||
2025-08-07 | 13F | 斯科公司 | 547,707 | -0.46 | 59 | -9.23 | ||||
2025-08-25 | NP | EHSTX - 伊顿万斯大盘价值基金 A 类 | 283,077 | -25.33 | 30,516 | -32.32 | ||||
2025-07-22 | 13F | 全球战略投资解决方案有限责任公司 | 5,998 | -7.42 | 647 | -16.10 | ||||
2025-07-11 | 13F | 永久有限公司 | 37,235 | -21.08 | 4,014 | -28.47 | ||||
2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 613,012 | -8.89 | 66,083 | -17.41 | ||||
2025-07-09 | 13F | 奥利奥财务规划 | 2,876 | -2.48 | 310 | -11.43 | ||||
2025-08-14 | NP | FLFGX - 全球配置基金零售类 | 414 | -55.05 | 45 | -59.63 | ||||
2025-07-15 | 13F | 西格内特财务管理有限公司 | 4,077 | -0.54 | 439 | -9.86 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - VanEck 全球自然资源投资组合 A 级 | 303,658 | -5.77 | 32,734 | -14.59 | ||||
2025-07-09 | 13F | Post Resch Tallon Group Inc. | 7,241 | -0.33 | 781 | -9.09 | ||||
2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 995 | -1.49 | 107 | -10.08 | ||||
2025-07-18 | 13F | 福布斯律师事务所 | 44,825 | -0.07 | 4,832 | -9.41 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 568,554 | -6.42 | 61,290 | -15.18 | ||||
2025-07-16 | 13F | 迈耶汉德曼公司 | 382,101 | -0.40 | 41,190 | -9.72 | ||||
2025-08-26 | NP | NOSIX - 北方股票指数基金 | 1,274,149 | -3.17 | 137,353 | -12.23 | ||||
2025-08-14 | 13F | 南山人寿保险股份有限公司 | 193,667 | -47.95 | 20,877 | -52.82 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 8,827,674 | -19.76 | 952 | -27.29 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 价值机会投资组合 IB 类 | 96,613 | -34.71 | 10,415 | -40.82 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Call | 830,300 | -69.69 | 90 | -72.62 | |||
2025-08-14 | 13F/A | 巴克莱银行 | Put | 702,500 | -7.60 | 76 | -16.67 | |||
2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 37,964 | -2.13 | 4,093 | -11.29 | ||||
2025-08-06 | 13F | LeClair财富合伙公司 | 17,283 | -0.31 | 1,863 | -9.61 | ||||
2025-07-10 | 13F | 安德森霍格兰公司 | 67,889 | -0.16 | 7,318 | 6.82 | ||||
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 | 77,041 | -0.47 | 7,881 | -8.54 | ||||
2025-07-11 | 13F | 赛普拉斯财务规划有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 美国信安金融集团 | 6,634,640 | -0.31 | 715,214 | -9.64 | ||||
2025-06-26 | NP | PBAIX - 贝莱德战术机会基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,411 | -49.57 | 4,480 | -50.14 | ||||
2025-07-18 | 13F | 荷宝机构资产管理有限公司 | 1,300,588 | -4.32 | 140,203 | -13.28 | ||||
2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 119,626 | -6.48 | 12,896 | -15.24 | ||||
2025-08-13 | 13F | 哈夫斯特联合公司 | 22,053 | -11.93 | 2,377 | -20.15 | ||||
2025-07-24 | 13F | 科伦特资本管理公司 | 10,158 | -0.49 | 1,095 | -9.80 | ||||
2025-05-05 | 13F | 综合资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 审慎投资者网络 | 5,111 | -23.71 | 551 | -30.90 | ||||
2025-05-15 | 13F | 拉戈达投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 签名资源资本管理有限责任公司 | 4,352 | -2.27 | 469 | -11.34 | ||||
2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 261,109 | -2.60 | 28,148 | -11.71 | ||||
2025-08-26 | NP | PRNEX - T. Rowe Price 新时代基金公司 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 | 885,276 | -10.56 | 95,433 | -18.93 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Levin 大盘价值服务副总裁 | 21,923 | -1.74 | 2,363 | -10.93 | ||||
2025-07-30 | 13F | 城堡财富管理有限公司 | 4,404 | -37.74 | 475 | -43.64 | ||||
2025-07-16 | 13F | 阿拉斯加州税务部 | 643,311 | -3.75 | 69 | -12.66 | ||||
2025-08-01 | 13F | 帕萨迪纳私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 雷斯顿财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 纽约州教师退休制度 | 3,661,831 | -0.24 | 395 | -9.63 | ||||
2025-07-31 | 13F | 时刻合作伙伴有限责任公司 | 4,177 | -3.24 | 450 | -12.28 | ||||
2025-07-28 | 13F | 传承财富管理公司/CA/ | 3,920 | -0.83 | 423 | -10.21 | ||||
2025-08-13 | 13F | 韩国投资公司 | 3,259,212 | -0.32 | 351,343 | -9.65 | ||||
2025-08-07 | 13F | Pcg资产管理有限责任公司 | 6,195 | -1.04 | 668 | -6.58 | ||||
2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 2,761 | -65.49 | 298 | -68.77 | ||||
2025-08-13 | 13F | 新港金融集团有限责任公司 | 2,255 | -2.89 | 243 | -11.96 | ||||
2025-08-08 | 13F | 多拉齐奥联合公司 | 10,197 | -19.11 | 1,099 | -26.68 | ||||
2025-07-10 | 13F | 契卡索资本管理有限公司 | 14,929 | -5.69 | 2 | 0.00 | ||||
2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 18,738 | -11.83 | 2 | 0.00 | ||||
2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 14,773 | -2.69 | 1,593 | -11.80 | ||||
2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 169,173 | -9.54 | 18,237 | -18.01 | ||||
2025-07-15 | 13F | 凯利金融集团有限公司 | 3,942 | -0.55 | 425 | -9.98 | ||||
2025-07-17 | 13F | 人民金融服务公司 | 36,113 | -1.02 | 3,893 | -10.30 | ||||
2025-07-30 | 13F | 昌盛金融集团有限公司 | 2,058 | -8.70 | 222 | -17.54 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/富兰克林邓普顿互惠股票基金 (a) | 148,446 | -21.24 | 16,002 | -28.61 | ||||
2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 3,200 | -56.18 | 0 | |||||
2025-07-11 | 13F | 斯普林克财务顾问有限责任公司 | 2,932 | -10.72 | 316 | -18.97 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 6,191 | -68.04 | 667 | -71.05 | ||||
2025-07-25 | 13F | 劳森·克鲁克投资管理公司/ne | 2,000 | -20.00 | 216 | -27.61 | ||||
2025-08-29 | NP | VNSE - Natixis Vaughan Nelson Select ETF | 2,389 | -9.75 | 258 | -18.15 | ||||
2025-07-17 | 13F | LifeGoal 财富顾问 | 2,929 | -11.62 | 316 | -20.05 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 22,275,982 | -2.97 | 2,401,351 | -12.05 | ||||
2025-07-25 | 13F | 阿波罗金融有限责任公司 | 13,257 | -0.28 | 1,429 | -9.61 | ||||
2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 10,921 | -21.93 | 1,154 | -22.82 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 13,156 | -4.56 | 1,418 | -13.48 | ||||
2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 64,770 | -0.59 | 6,842 | -1.71 | ||||
2025-07-10 | 13F | 向日葵银行,NA | 25,707 | -0.24 | 2,771 | -9.56 | ||||
2025-07-21 | 13F | 堪萨斯信托公司 | 71,842 | -0.76 | 8 | -12.50 | ||||
2025-05-15 | 13F | 探索资本管理有限公司/CT | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 财富之星顾问有限公司 | 15,683 | -5.57 | 1,691 | -14.43 | ||||
2025-05-13 | 13F | 量子私人财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 新泽西州雇员递延补偿计划 | 72,417 | -3.98 | 7,807 | -12.97 | ||||
2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 31,600 | -0.21 | 3,407 | -9.56 | ||||
2025-08-27 | NP | FGIPX - 特拉华增长和收入基金机构类别 | 588,957 | -8.23 | 63,490 | -16.81 | ||||
2025-08-15 | 13F | 布鲁克斯摩尔联合公司 | 42,289 | -10.78 | 4,721 | -16.23 | ||||
2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 7,640 | -0.33 | 824 | -9.66 | ||||
2025-08-15 | 13F | 摩根士丹利 | 74,142,366 | -0.27 | 7,992,547 | -9.61 | ||||
2025-08-08 | 13F | 枫树资本管理公司 | 14,367 | -6.74 | 1,549 | -15.50 | ||||
2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 514,567 | -0.67 | 55,470 | -9.97 | ||||
2025-07-18 | 13F | 必要资本管理有限责任公司 | 3,224 | -0.89 | 348 | -10.10 | ||||
2025-07-29 | 13F | 艾尔顾问有限公司 | 8,622 | -1.94 | 929 | -11.10 | ||||
2025-07-09 | 13F | 灵感财富顾问有限公司 | 6,092 | -0.60 | 657 | -9.89 | ||||
2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 2,541 | -26.65 | 274 | -33.58 | ||||
2025-08-14 | NP | FLDOX - 适度配置基金零售类 | 2,297 | -52.18 | 248 | -56.74 | ||||
2025-08-01 | 13F | 洛根资本管理公司 | 29,520 | -15.19 | 3,182 | -23.12 | ||||
2025-08-11 | 13F | 韦斯科特财务咨询集团有限责任公司 | 23,980 | -0.31 | 2,585 | -9.62 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 52,313 | -2.17 | 5,639 | -11.32 | ||||
2025-07-23 | NP | NSOIX - 北极星机会基金 I 类股票 | 22,700 | -10.98 | 2,322 | -18.18 | ||||
2025-07-08 | 13F | 多佛顾问有限公司 | 24,086 | -12.90 | 2,596 | -21.05 | ||||
2025-05-13 | 13F | 基贝克阿尔法,LP | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 布鲁姆资本管理公司 | 20,110 | -0.43 | 2,168 | -9.78 | ||||
2025-07-23 | 13F | 阿卡托资本管理有限责任公司 | 4,224 | -0.12 | 455 | -9.36 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 372,447 | -0.51 | 40,150 | -9.82 | ||||
2025-07-24 | 13F | 冯伯格财富管理集团有限责任公司 | 10,180 | -16.39 | 1,105 | -16.49 | ||||
2025-07-22 | 13F | 费尼莫尔资产管理公司 | 3,378 | -12.89 | 364 | -21.04 | ||||
2025-07-31 | 13F | 普伦蒂斯财富管理有限责任公司 | 14,686 | -1.56 | 1,583 | -10.77 | ||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 19,747,613 | -2.51 | 2,128,793 | -11.64 | ||||
2025-05-08 | 13F | 参数管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 8,413 | -12.37 | 907 | -20.60 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘核心股票投资组合 | 123,244 | -0.89 | 13,286 | -10.17 | ||||
2025-08-14 | 13F | 阳光地带证券公司 | 804,878 | -36.76 | 86,581 | -42.81 | ||||
2025-04-24 | 13F | Mfg 财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-05-16 | 13F | 莱德劳财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 全球财富管理投资咨询公司 | 54,644 | -2.95 | 5,891 | -12.04 | ||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | Short | -65 | 333.33 | -7 | 600.00 | |||
2025-08-06 | 13F | 延龄草资产管理有限公司 | 4,624 | -4.15 | 498 | -13.24 | ||||
2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 145,993 | -3.88 | 16 | -16.67 | ||||
2025-08-14 | 13F | Strive 资产管理有限公司 | 3,304 | -41.26 | 356 | -46.79 | ||||
2025-07-25 | 13F | 第1858章 | 2,496 | -19.20 | 269 | -26.70 | ||||
2025-07-22 | 13F | DB Root 有限公司 | 15,127 | -0.34 | 1,631 | -9.70 | ||||
2025-07-23 | 13F | 公平信托公司 | 82,829 | -3.17 | 8,929 | -12.24 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 81,084 | -0.85 | 8,741 | -10.13 | ||||
2025-08-27 | NP | PLBBX - 铅垂平衡基金 | 10,000 | -16.67 | 1,078 | -24.46 | ||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 131,842 | -3.52 | 14,213 | -12.55 | ||||
2025-07-21 | 13F | 华纳金融公司 | 3,698 | -3.14 | 0 | |||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 87,428 | -7.01 | 9,425 | -15.71 | ||||
2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 5,833 | -9.16 | 629 | -17.69 | ||||
2025-08-05 | 13F | 伯尼公司/ | 95,211 | -0.29 | 10,264 | -9.62 | ||||
2025-08-14 | 13F | 头投资有限公司 | 28,033 | -45.41 | 3,022 | -50.53 | ||||
2025-07-29 | NP | SFYF - SoFi 50 ETF | 1,959 | -10.83 | 200 | -18.03 | ||||
2025-07-18 | 13F | JVL联营公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 33,147 | -10.07 | 3,626 | -16.46 | ||||
2025-08-14 | 13F | 卫报财富顾问有限责任公司/北卡罗来纳州 | 16,423 | -1.66 | 1,770 | -10.88 | ||||
2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 265,494 | -3.67 | 28,620 | -12.68 | ||||
2025-08-08 | 13F | 新英格兰资本财务顾问有限责任公司 | 7,680 | -0.05 | 828 | -9.42 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 1,264,343 | -1.98 | 136,296 | -11.15 | ||||
2025-06-18 | NP | REYX - Y 类股票收益基金 | 12,347 | -7.39 | 1,304 | -8.43 | ||||
2025-08-07 | 13F | 卡希尔财务顾问公司 | 12,115 | -3.06 | 1,306 | -12.11 | ||||
2025-08-14 | 13F | 能源收入合作伙伴有限责任公司 | 605,137 | -6.02 | 65,234 | -14.81 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 2,961,935 | -18.76 | 319,299 | -26.37 | ||||
2025-06-30 | NP | VWNDX - 先锋温莎基金投资者股票 | 2,495,334 | -16.87 | 263,582 | -17.80 | ||||
2025-08-07 | 13F | 基廷投资顾问公司 | 18,844 | -9.95 | 2,031 | -18.37 | ||||
2025-07-16 | 13F | Maridea财富管理有限公司 | 4,186 | -3.73 | 451 | -12.77 | ||||
2025-07-15 | 13F | RTD 财务顾问公司 | 7,706 | -63.44 | 831 | -66.88 | ||||
2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 667,893 | -6.74 | 71,999 | 84,603.53 | ||||
2025-06-27 | NP | NSBAX - Nuveen Santa Barbara 股息增长基金 - A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,113,644 | -2.35 | 117,634 | -3.44 | ||||
2025-07-25 | 13F | 进化顾问公司 | 4,834 | -0.35 | 1 | |||||
2025-08-12 | 13F | 财富桥资本管理有限公司 | 15,367 | -4.95 | 1,657 | -13.84 | ||||
2025-06-25 | NP | WELLS FARGO MASTER TRUST - 富国银行 C&B 大盘价值投资组合 C&B 大盘价值投资组合 | 35,400 | -28.76 | 3,739 | -29.56 | ||||
2025-03-31 | NP | POSKX - PRIMECAP Odyssey 股票基金 | 13,492 | -47.20 | 1,441 | -51.69 | ||||
2025-07-23 | 13F | 普罗菲特古德森公司 | 8,777 | -0.54 | 946 | -9.82 | ||||
2025-07-28 | 13F | 花岗岩集团顾问有限公司 | 3,266 | -2.74 | 352 | -11.78 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 158,954 | -0.67 | 17,135 | -9.96 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-29 | 13F | 山资本投资顾问公司 | 2,548 | -6.32 | 278 | -5.76 | ||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 24,905 | -59.42 | 2,685 | -63.22 | ||||
2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 26,212 | -18.97 | 2,769 | -19.88 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 64,181 | -16.96 | 6,919 | -24.74 | ||||
2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 39,728 | -1.27 | 4 | 0.00 | ||||
2025-07-31 | 13F | 北极星资产管理有限公司 | 34,164 | -1.03 | 3,683 | -10.30 | ||||
2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 2,689,683 | -6.32 | 289,948 | -15.09 | ||||
2025-04-15 | 13F | 斯特林投资管理公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 信号树金融合作伙伴有限责任公司 | 2,254 | -4.29 | 243 | -13.57 | ||||
2025-08-07 | 13F | 霍斯金合伙人律师事务所 | 49,912 | -0.71 | 5,381 | -10.00 | ||||
2025-07-17 | 13F | 马特恩财富管理有限责任公司 | 22,367 | -10.41 | 2,411 | -18.79 | ||||
2025-07-29 | 13F | 阿尔特斯财富集团有限责任公司 | 9,812 | -3.53 | 1,058 | -12.57 | ||||
2025-08-26 | NP | INCE - 富兰克林自由美国低波动率 ETF | 12,129 | -3.03 | 1,308 | -12.10 | ||||
2025-08-26 | NP | JPIVX - 摩根大通无畏价值基金 I 类 | 29,146 | -14.38 | 3,142 | -22.41 | ||||
2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 贝莱德股息价值管理波动基金标准级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 20,765 | -0.72 | 2 | 0.00 | ||||
2025-08-12 | 13F | 创始者有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 2,357,180 | -3.06 | 254 | -12.11 | ||||
2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 52,990 | -1.34 | 5,712 | -10.57 | ||||
2025-08-22 | NP | AAAAX - DWS RREEF 实物资产基金 A 类 | 369,870 | -2.58 | 39,872 | -11.70 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 509,100 | -60.24 | 54,881 | -63.96 | |||
2025-08-13 | 13F | 资本基金管理公司 | Put | 190,200 | -63.92 | 20,504 | -67.30 | |||
2025-07-09 | 13F | 悍马财务咨询服务公司 | 16,850 | -0.01 | 1,816 | -9.38 | ||||
2025-07-22 | 13F | 我的个人首席财务官有限责任公司 | 2,459 | -1.01 | 265 | -10.17 | ||||
2025-05-14 | 13F | 泰坦全球资本管理美国有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 8,572 | -2.34 | 924 | -11.41 | ||||
2025-08-13 | 13F | 莱斯利全球财富有限责任公司 | 2,777 | -3.88 | 299 | -12.83 | ||||
2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 237,077 | -15.50 | 25,042 | -16.45 | ||||
2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 42,100 | -21.54 | 4,538 | -28.88 | ||||
2025-08-11 | 13F | Wbi 投资公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 朱红财富管理有限公司 | 1,062 | -68.51 | 114 | -71.57 | ||||
2025-07-09 | 13F | 湾河集团 | 3,662 | -2.66 | 395 | -11.86 | ||||
2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 4,731 | -16.47 | 510 | -24.37 | ||||
2025-08-14 | 13F | JP Marvel 投资顾问有限公司 | 41,272 | -0.24 | 4,449 | -9.57 | ||||
2025-08-14 | 13F | 贝克资本管理有限公司 | 12,537 | -1.02 | 1,352 | -10.29 | ||||
2025-08-07 | 13F | 达美财务顾问有限公司 | 23,580 | -5.18 | 2,542 | -14.07 | ||||
2025-08-14 | 13F | 采石场LP | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 综合投资顾问有限责任公司 | 10,750 | -24.07 | 1,159 | -31.19 | ||||
2025-06-26 | NP | NEWFX - 新世界基金公司 A 类 | 147,373 | -0.17 | 15,567 | -1.29 | ||||
2025-08-05 | 13F | 集团资本顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 南达科他州投资委员会 | 231,668 | -14.20 | 25 | -25.00 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / 伊利诺伊州 | 3,817 | -46.13 | 411 | -51.19 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 227,400 | -2.86 | 24,514 | -11.95 | ||||
2025-08-12 | 13F | 德意志银行\ | 11,450,244 | -5.21 | 1,234,336 | -14.08 | ||||
2025-05-06 | 13F | WT财富管理 | 2,709 | -22.64 | 322 | -14.36 | ||||
2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 13,795 | -25.03 | 1,487 | -32.04 | ||||
2025-07-31 | 13F | 卡迪尼亚有限公司 | 133,354 | -2.48 | 14,376 | -11.61 | ||||
2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 298,294 | -4.51 | 32,156 | -13.45 | ||||
2025-03-28 | NP | USCGX - 资本增长基金 | 13,033 | -65.37 | 1,392 | -68.81 | ||||
2025-07-29 | 13F | 镇流器公司 | 2,126 | -84.67 | 229 | -86.11 | ||||
2025-07-08 | 13F | D.斯科特尼尔公司 | 2,634 | -0.19 | 284 | -9.58 | ||||
2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 681,438 | -18.93 | 73,459 | -26.51 | ||||
2025-08-04 | 13F | B&l 资产管理有限公司 | 8,311 | -13.28 | 896 | -21.42 | ||||
2025-07-17 | 13F | 阿西奥资本有限责任公司 | 11,673 | -62.14 | 1,258 | -65.68 | ||||
2025-07-15 | 13F | 帆船资本集团有限公司 | 8,442 | -0.86 | 910 | -10.08 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 大型核心价值基金 | 24,677 | -26.93 | 2,660 | -33.76 | ||||
2025-08-26 | NP | NOLVX - 北方大盘价值基金 | 7,881 | -17.09 | 850 | -24.87 | ||||
2025-08-13 | 13F | 谢里登堡顾问有限公司 | 25,797 | -6.11 | 2,781 | -14.91 | ||||
2025-08-14 | 13F | Deprince Race 和 Zollo Inc | 298,918 | -1.03 | 32,223 | -10.29 | ||||
2025-07-07 | 13F | RDA金融网络 | 5,725 | -1.99 | 617 | -11.10 | ||||
2025-08-13 | 13F | 直径资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 阿盖尔资本合伙有限公司 | 6,557 | -4.87 | 707 | -13.80 | ||||
2025-07-11 | 13F | 麋鹿河财富管理有限责任公司 | 69,455 | -1.00 | 7,487 | -10.26 | ||||
2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 72,174 | -2.70 | 7,780 | -11.80 | ||||
2025-04-23 | NP | TEMWX - 邓普顿世界基金 A 级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 范埃克联合公司 | 733,397 | -3.66 | 79 | -12.22 | ||||
2025-08-13 | 13F | 安南代尔资本有限责任公司 | 3,526 | -5.34 | 0 | |||||
2025-07-10 | 13F | 西太平洋财富管理有限合伙人 | 732 | -7.22 | 79 | -16.13 | ||||
2025-08-15 | 13F | 易方达基金管理有限公司 | 44,887 | -20.62 | 4,839 | -28.06 | ||||
2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 348,853 | -26.03 | 37,606 | -32.95 | ||||
2025-05-15 | 13F | 黑石集团公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 63,033 | -4.58 | 6,795 | -13.52 | ||||
2025-07-10 | 13F | 主权顾问有限责任公司 | 11,153 | -2.13 | 1,274 | 4.52 | ||||
2025-08-14 | 13F | 日本生命全球投资者美洲公司 | 6,040 | -45.24 | 651 | -50.34 | ||||
2025-08-12 | 13F | 河滨投资集团有限责任公司 | 54,417 | -71.58 | 5,866 | -74.24 | ||||
2025-08-28 | NP | CNRWX - City National Rochdale 美国核心股票基金 - N 类 | 42,597 | -2.97 | 4,592 | -12.07 | ||||
2025-08-08 | 13F | 安大略省教师养老金计划委员会 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | 第一国民信托公司 | 202,340 | -1.65 | 21,812 | -10.85 | ||||
2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 700,870 | -19.24 | 74,033 | -20.15 | ||||
2025-08-14 | NP | FLDFX - 平衡基金零售类 | 6,422 | -58.18 | 692 | -62.10 | ||||
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 | 1,066,278 | -1.99 | 112,631 | -3.09 | ||||
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 | 208,436 | -4.37 | 22,469 | -13.32 | ||||
2025-08-13 | 13F | 景顺有限公司 | 16,777,467 | -8.34 | 1,808,611 | -16.92 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Invesco Comstock 投资组合 IB 类 | 25,073 | -23.15 | 2,703 | -30.36 | ||||
2025-08-07 | 13F | 第一达拉斯证券公司 | 48,835 | -3.52 | 5,264 | -12.56 | ||||
2025-06-30 | NP | CATH - Global X S&P 500 Catholic Values 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 | 80,236 | -0.25 | 8,475 | -1.37 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 核心股票基金 | 9,871 | -3.58 | 1,064 | -12.57 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 26,178,043 | -3.11 | 2,821,188 | -12.22 | ||||
2025-08-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-11 | 13F | 潮汐有限责任公司 | 1,969 | -26.28 | 212 | -33.12 | ||||
2025-08-14 | 13F | 奥利安投资公司 | 84,195 | -2.35 | 9,076 | -11.49 | ||||
2025-07-29 | NP | BPAIX - Boston Partners 全市值机构价值基金 | 51,652 | -6.20 | 5,284 | -13.82 | ||||
2025-05-16 | NP | 美国互助投资公司 - 综合基金类别 | 11,945 | -5.38 | 1,421 | 4.64 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 36,147 | -33.77 | 3,897 | -36.28 | ||||
2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 解决方案 4 财富有限公司 | 6,295 | -3.15 | 679 | -12.18 | ||||
2025-08-12 | 13F | JMG金融集团有限公司 | 4,145 | -0.10 | 447 | -9.53 | ||||
2025-08-21 | NP | DURA - VanEck Vectors Morningstar 持久股息 ETF | 20,480 | -3.65 | 2,208 | -12.66 | ||||
2025-08-28 | NP | Aim 可变保险基金(景顺可变保险基金)- Invesco Vi 成长和收益基金系列 I | 169,018 | -1.19 | 18,220 | -10.44 | ||||
2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 40 | -9.09 | 4 | 0.00 | ||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 9,795 | -12.76 | 1,056 | -20.97 | ||||
2025-07-10 | 13F | 赛普拉斯点财富管理有限责任公司 | 41,708 | -16.34 | 4,496 | -24.16 | ||||
2025-07-21 | 13F | 先例财富合作伙伴有限公司 | 33,938 | -30.42 | 3,659 | -36.93 | ||||
2025-07-09 | 13F | 鲍曼公司 | 5,717 | -0.26 | 616 | -9.54 |