机构和基金投资人持股 - 卖家
此页面显示在上一个报告期内减持或平仓的机构、基金和大股东红色行表示平仓。点击链接图标查看完整的交易历史记录。
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| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 7,541 | -5.65 | 3,848 | 10.93 | ||||
| 2025-08-08 | 13F | KBC 集团 | 1,010 | -35.83 | 1 | |||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 4,330 | -8.61 | 2,210 | 7.97 | ||||
| 2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | HLGEX - 摩根大通中型成长基金 I 类 | 219,022 | -31.35 | 111,760 | -19.29 | ||||
| 2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 23,414 | -1.83 | 10,250 | 3.76 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 2,093 | -6.94 | 1,068 | 9.32 | ||||
| 2025-08-08 | 13F | 帕拉贡资本管理有限公司 | 24,957 | -3.58 | 12,735 | 13.36 | ||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 907 | -73.13 | 463 | -68.46 | ||||
| 2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson Enterprise Portfolio | 90 | -52.63 | 46 | -45.12 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 多元化财富管理有限责任公司 | 1,569 | -8.94 | 815 | 2.13 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 102 | -15.70 | 44 | -6.38 | ||||
| 2025-07-29 | NP | VMFGX - Vanguard S&P Mid-Cap 400 Growth Index Fund 机构股票 | 21,342 | -1.45 | 9,343 | 4.16 | ||||
| 2025-06-26 | NP | CHTTX - AMG 管理公司 Fairpointe 中型基金 N 类股票 | 17,113 | -21.97 | 7,916 | -14.41 | ||||
| 2025-07-24 | NP | FSKGX - 富达增长策略 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 | 17,100 | -10.47 | 7,486 | -5.38 | ||||
| 2025-08-14 | 13F | 拉弗蒂资产管理有限责任公司 | 1,367 | -2.70 | 698 | 14.45 | ||||
| 2025-07-28 | NP | MVV - ProShares Ultra MidCap400 | 1,408 | -1.61 | 616 | 4.05 | ||||
| 2025-04-23 | 13F | 荷宝机构资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 金融引力公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | DMKC 咨询服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 20,240 | -27.01 | 10,328 | -14.19 | ||||
| 2025-08-13 | 13F | 河路资产管理有限责任公司 | 40,879 | -68.29 | 21,262 | -62.00 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 438,484 | -11.09 | 223,736 | 4.53 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 1,000 | -23.08 | 510 | -9.57 | |||
| 2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 德纳利顾问有限公司 | 3,323 | -2.01 | 1,696 | 15.23 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 899 | -8.55 | 459 | 7.51 | ||||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 3,155 | -68.24 | 1,610 | -62.68 | ||||
| 2025-08-27 | NP | WMGRX - 常春藤中型成长基金 R 级 | 114,918 | -21.24 | 58,639 | -7.40 | ||||
| 2025-05-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 托丽有限公司 | 18,477 | -4.95 | 9,428 | 11.75 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | OSCV - Opus 小盘价值 ETF | 28,955 | -18.83 | 13,394 | -10.98 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 1,232 | -24.18 | 629 | -10.92 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 70,239 | -18.27 | 35,841 | 96,764.86 | ||||
| 2025-07-31 | 13F | 沙克投资有限公司/哦 | 9,285 | -4.46 | 4,738 | 12.30 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian Growth & Income VIP 基金 | 2,467 | -26.36 | 1,259 | -13.48 | ||||
| 2025-08-28 | NP | IJK - iShares S&P Mid-Cap 400 Growth ETF | 148,152 | -5.75 | 75,598 | 10.80 | ||||
| 2025-08-27 | NP | 卡尔弗特管理系列 - 卡尔弗特全球小型股票基金 I 类 | 108 | -44.62 | 55 | -34.52 | ||||
| 2025-06-25 | NP | PESPX - 纽约梅隆中型股指数基金公司投资者股票 | 18,013 | -3.98 | 8,333 | 5.31 | ||||
| 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 | 702 | -6.52 | 358 | 10.15 | ||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 2,167 | -43.26 | 1,106 | -33.31 | ||||
| 2025-08-12 | 13F | 艾姆斯国民公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | VVJEX - Voya VACS系列MCV基金 | 322 | -11.05 | 141 | -6.04 | ||||
| 2025-06-27 | NP | PSL - Invesco DWA 必需消费品动量 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 | 7,183 | -18.51 | 3,323 | -10.63 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 1,189 | -26.33 | 607 | -13.43 | ||||
| 2025-08-26 | NP | Spdr S&p Midcap 400 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 | 291,452 | -1.66 | 148,719 | 15.61 | ||||
| 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 | 18,200 | -4.21 | 8,419 | 5.07 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 2,300 | -5.93 | 1,007 | -0.59 | ||||
| 2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 1,111 | -32.87 | 567 | -21.17 | ||||
| 2025-08-27 | NP | 自由全明星成长基金公司 | 8,050 | -0.62 | 4,108 | 16.84 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型成长基金 | 2,937 | -19.22 | 1,499 | -5.07 | ||||
| 2025-08-11 | 13F | Aptus 资本顾问有限公司 | 31,087 | -8.02 | 15,863 | 8.13 | ||||
| 2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 9,128 | -3.52 | 4,658 | 13.42 | ||||
| 2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 126 | -76.92 | 64 | -72.88 | ||||
| 2025-05-29 | NP | MDCP - VictoryShares 泰铢中型 ESG ETF | 2,879 | -62.29 | 1,250 | -58.70 | ||||
| 2025-08-27 | NP | VHCOX - Vanguard Capital Opportunity 基金投资者股份 | 49,200 | -33.60 | 25,105 | -21.94 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 18,651 | -50.22 | 9,517 | -41.47 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 852 | -12.16 | 370 | -3.91 | ||||
| 2025-08-26 | NP | PXWGX - PAX ESG Beta 优质基金投资者类别 | 2,065 | -72.10 | 1,054 | -67.22 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 中型成长基金 3 级 | 17,741 | -1.30 | 9,053 | 16.04 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 9,397 | -0.52 | 4,795 | 16.98 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 82,046 | -19.79 | 41,866 | -5.70 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 8,989 | -10.66 | 4,587 | 5.01 | ||||
| 2025-06-30 | NP | CMIDX - 国会中型成长基金零售类别 | 58,460 | -29.65 | 27,043 | -22.84 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 9,677 | -8.45 | 4,938 | 7.63 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - T. Rowe Price 中型成长投资组合 A 类 | 24,992 | -21.66 | 12,753 | -7.89 | ||||
| 2025-07-24 | NP | FDEGX - 富达增长策略基金 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 | 79,605 | -19.10 | 34,848 | -14.51 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 116,081 | -13.10 | 59,010 | 2.00 | ||||
| 2025-06-23 | NP | MPSIX - 中型股标准普尔 400 指数基金机构类 | 15,452 | -1.45 | 7,148 | 8.09 | ||||
| 2025-08-15 | 13F | 嘉实基金管理有限公司 | 47 | -76.02 | 0 | |||||
| 2025-08-27 | 13F/A | 布林克资本投资有限公司 | 20,621 | -9.55 | 10,522 | 6.34 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林股息上升投资组合 IB 级 | 6,282 | -0.41 | 3,206 | 17.10 | ||||
| 2025-06-27 | NP | PCSVX - PACE 中小型共同价值股票投资 P 级 | 3,020 | -4.13 | 1,397 | 5.20 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultramid-cap | 77 | -15.38 | 39 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 2,068 | -11.89 | 1,055 | 3.63 | ||||
| 2025-06-25 | NP | BKMC - 纽约梅隆银行美国中盘核心股票 ETF | 3,944 | -30.60 | 1,824 | -23.87 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -8 | -4 | |||||
| 2025-07-30 | NP | SPMIX - 标普中盘指数基金直接股票 | 1,320 | -2.22 | 578 | 3.22 | ||||
| 2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 326 | -27.56 | 151 | -20.63 | ||||
| 2025-08-26 | NP | IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 | 678 | -67.84 | 346 | -62.25 | ||||
| 2025-06-27 | NP | XMMO - Invesco S&P MidCap Momentum 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 | 165,026 | -21.60 | 76,339 | -14.01 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 740 | -46.22 | 378 | -36.85 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 22,405 | -1.53 | 11,433 | 15.77 | ||||
| 2025-05-15 | 13F | Point72香港有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 539 | -2.53 | 275 | 14.58 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 信任点公司 | 939 | -33.40 | 479 | -21.60 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 76 | -21.65 | 39 | -9.52 | ||||
| 2025-08-29 | NP | BIASX - Brown Advisory 小型成长基金投资者股票 | 38,544 | -50.30 | 19,668 | -41.58 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 87 | -43.87 | 44 | -34.33 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 4,398 | -76.24 | 2,244 | -72.07 | ||||
| 2025-08-14 | 13F | 股息资产资本有限公司 | 6,357 | -0.92 | 3,244 | 16.52 | ||||
| 2025-03-27 | NP | REUYX - Y 类可持续股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 29,446 | -13.55 | 15,026 | 1.62 | ||||
| 2025-08-15 | 13F | 公平控股公司 | 1,366 | -2.22 | 697 | 15.02 | ||||
| 2025-08-11 | 13F | 尼古拉财富管理有限公司 | 10,400 | -80.71 | 5,307 | -77.32 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 580 | -11.99 | 296 | 3.15 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 1,940 | -11.42 | 990 | 4.11 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 5 | -44.44 | 3 | -33.33 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 850 | -7.41 | 434 | 8.79 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 II - DWS 中小盘增长 VIP A 级 | 2,871 | -9.46 | 1,465 | 6.40 | ||||
| 2025-08-27 | NP | TMFCX - Touchstone 中型价值基金 C 类 | 11,929 | -18.24 | 6,087 | -3.88 | ||||
| 2025-07-17 | 13F | 西德卢瑟福有限公司 | 8,088 | -5.92 | 4,127 | 3.38 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 942 | -15.36 | 436 | -7.25 | ||||
| 2025-07-25 | NP | ADGAX - AB 核心机会基金公司 A 类 | 4,286 | -20.11 | 1,876 | -15.57 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 9,384 | -0.03 | 4,788 | 17.53 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 2,134 | -2.47 | 1,089 | 14.65 | ||||
| 2025-08-14 | 13F | 量化资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-29 | NP | SSVSX - 胜利特别价值基金 A 类 | 1,367 | -9.29 | 593 | -0.67 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON AB 相对价值投资组合 | 2,812 | -26.35 | 1,435 | -13.46 | ||||
| 2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 3,352 | -0.18 | 1,551 | 9.46 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 15,506 | -7.22 | 7,912 | 9.07 | ||||
| 2025-05-15 | 13F | Point72 资产管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 24,636 | -21.86 | 11,396 | -14.30 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 615 | -13.87 | 314 | 0.00 | ||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 661 | -9.82 | 337 | 5.97 | ||||
| 2025-08-14 | 13F | 索罗斯资本管理公司 | 30,405 | -6.05 | 15,515 | 10.45 | ||||
| 2025-08-25 | NP | HIMCX - 哈特福德中型股 Hls 基金 Ia | 9,722 | -54.56 | 4,961 | -46.59 | ||||
| 2025-04-21 | 13F | 老奥罗拉第二国家银行 | 0 | -100.00 | 0 | |||||
| 2025-03-27 | NP | Thrivent 核心基金 - Thrivent 核心小盘价值基金 | 8,930 | -1.93 | 3,766 | 4.99 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 37,723 | -3.90 | 19,249 | 12.98 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 438 | -6.01 | 192 | -1.04 | ||||
| 2025-07-28 | 13F | 道明资产管理公司 | 124,973 | -8.91 | 63,770 | 7.08 | ||||
| 2025-08-07 | 13F | Zions Bancorporation，全国协会 /ut/ | 7,602 | -0.45 | 3,879 | 17.05 | ||||
| 2025-08-06 | 13F | 华盛顿信托银行 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 第五第三银行 | 754 | -58.78 | 385 | -51.58 | ||||
| 2025-08-14 | 13F | 迪恩资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAMVX - Janus Henderson 中型价值投资组合服务股票 | 6,340 | -12.59 | 3,235 | 2.76 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 27,552 | -15.85 | 14 | 0.00 | ||||
| 2025-07-23 | 13F | 西步顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -61 | -31 | |||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 1,098 | -9.78 | 560 | 6.06 | ||||
| 2025-07-16 | 13F | 圣日耳曼 DJ 公司 | 35 | -27.08 | 18 | -15.00 | ||||
| 2025-08-27 | NP | WASAX - 常春藤资产策略基金A类 | 36,604 | -19.67 | 18,678 | -5.56 | ||||
| 2025-07-25 | NP | USAWX - 世界增长基金股票 | 1,416 | -6.78 | 620 | -1.59 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 7,963 | -1.70 | 4,063 | 15.56 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 485 | -5.09 | 247 | 11.76 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 878 | -0.45 | 448 | 17.28 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 239 | -15.85 | 122 | -0.81 | ||||
| 2025-08-26 | NP | FTQI - First Trust 对冲 BuyWrite 收益 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 | 5,368 | -13.45 | 2,739 | 1.78 | ||||
| 2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 46,173 | -2.77 | 23,561 | 14.31 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 136,687 | -22.41 | 69,747 | 118.18 | ||||
| 2025-08-26 | NP | SBHCX - Segall Bryant & Hamill 小盘股核心基金零售类别 | 2,762 | -2.81 | 1,409 | 14.27 | ||||
| 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 | 809 | -9.00 | 413 | 7.01 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 1,076 | -4.10 | 498 | 5.07 | ||||
| 2025-08-25 | NP | MMBUX - MassMutual Select T. Rowe Price 中小盘混合基金 I 类 | 1,028 | -31.83 | 525 | -19.88 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 4,921 | -5.60 | 2,511 | 11.01 | ||||
| 2025-08-28 | NP | SLLAX - SIMT 小盘基金 F 类 | 2,898 | -11.24 | 1,479 | 4.30 | ||||
| 2025-07-16 | 13F | Cadent 资本顾问有限公司 | 939 | -12.00 | 479 | 3.46 | ||||
| 2025-07-28 | NP | RWK - Invesco S&P MidCap 400 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,244 | -16.04 | 5,360 | -11.27 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 1,747 | -37.27 | 891 | -26.24 | ||||
| 2025-04-28 | 13F | Fedenia 顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 传统金融集团有限责任公司 | 8,233 | -1.37 | 4,201 | 15.95 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 14,876 | -1.23 | 7,589 | 16.09 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 501 | -12.87 | 256 | 2.41 | ||||
| 2025-06-27 | NP | FIRST EAGLE FUNDS - First Eagle 美国中型股机会基金 A 类 | 1,293 | -48.13 | 598 | -43.10 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 574 | -6.21 | 293 | 10.19 | ||||
| 2025-07-21 | 13F | 格林伍德资本联合有限公司 | 1,565 | -18.53 | 799 | -4.20 | ||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 1,265,005 | -27.87 | 645 | -15.24 | ||||
| 2025-04-25 | 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Xponance公司 | 4,706 | -4.49 | 2,401 | 12.30 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 2,805 | -4.92 | 1,228 | 0.49 | ||||
| 2025-06-27 | NP | LSEQ - Harbor 多空股票 ETF | 308 | -45.20 | 142 | -40.08 | ||||
| 2025-05-06 | 13F | 橡蓟有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | JSGAX - 约翰汉考克美国质量增长基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | JACFX - 约翰汉考克中型成长基金类别资产净值 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 28,534 | -8.52 | 14,560 | 7.54 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 969 | -6.29 | 494 | 10.27 | ||||
| 2025-07-28 | NP | REGL - ProShares S&P MidCap 400 Dividend Aristocrats ETF | 70,585 | -3.48 | 30,899 | 2.01 | ||||
| 2025-08-28 | NP | JAEVX - 中型股票信托资产净值 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 390 | -5.57 | 199 | 11.17 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 600 | -40.00 | 306 | -29.49 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 954 | -17.04 | 487 | -2.61 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 9,131 | -3.48 | 4,659 | 13.47 | ||||
| 2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 140 | -33.33 | 71 | -21.98 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 1,300 | -40.91 | 663 | -30.50 | |||
| 2025-08-27 | NP | JNL 系列信托 - JNL 中盘指数基金 (I) | 41,863 | -1.07 | 21,361 | 16.30 | ||||
| 2025-07-24 | NP | FMCDX - 富达顾问选股中盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,400 | -6.82 | 13,746 | -1.53 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 721 | -0.41 | 368 | 16.88 | ||||
| 2025-06-18 | NP | GMXAX - 全国中盘市场指数基金 A 类 | 6,786 | -6.61 | 3,139 | 2.45 | ||||
| 2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 成长和收入投资组合 A 类 | 22,875 | -22.63 | 11,672 | -9.04 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 261,854 | -2.81 | 133,616 | 14.26 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert S&P MidCap 400 指数投资组合副总裁 - I 类 | 7,207 | -1.31 | 3,678 | 16.03 | ||||
| 2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 1,794 | -4.73 | 915 | 12.00 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 3,785,312 | -0.01 | 1,931,531 | 17.55 | ||||
| 2025-08-25 | NP | SSETX - 纽约梅隆银行小盘成长基金 I 类 | 457 | -26.29 | 233 | -13.38 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 3,318,465 | -0.14 | 1,693,313 | 17.39 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 45 | -27.42 | 23 | -15.38 | ||||
| 2025-08-29 | NP | FTHMX - FullerThaler 行为中型股票基金机构股票 | 2,445 | -43.34 | 1,248 | -33.39 | ||||
| 2025-08-13 | 13F | 布朗咨询公司 | 242,594 | -31.55 | 123,789 | -19.53 | ||||
| 2025-04-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -12,570 | -59.27 | -6,414 | -52.12 | |||
| 2025-07-29 | 13F | 巴登资本管理公司 | 3,088 | -3.86 | 1,576 | 12.98 | ||||
| 2025-08-26 | NP | VHIAX - 摩根大通成长优势基金 A 类 | 202,463 | -2.80 | 103,311 | 14.27 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 非必需消费品行业基金 (A) | 9,225 | -8.80 | 4,707 | 7.22 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 1,350 | -1.53 | 689 | 15.63 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 11,702 | -7.14 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | 古根海姆资本有限公司 | 1,381 | -17.26 | 705 | -2.76 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通中型成长基金 (a) | 60,134 | -34.88 | 30,685 | -23.44 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 781 | -14.92 | 399 | 0.00 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 554 | -6.58 | 0 | |||||
| 2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 13,467 | -27.89 | 6,872 | -15.21 | ||||
| 2025-08-29 | NP | JAEYX - 中型股指数信托资产净值 | 14,518 | -2.22 | 7,408 | 14.96 | ||||
| 2025-04-28 | 13F | 佳能全球投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 718 | -3.36 | 366 | 13.66 | ||||
| 2025-06-30 | NP | VMGRX - 先锋中型成长基金投资者股票 | 71,397 | -19.32 | 33,028 | -11.51 | ||||
| 2025-08-27 | NP | RYCIX - 消费品基金投资者类别 | 1,081 | -17.86 | 552 | -3.50 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 715 | -10.74 | 331 | -2.08 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 1,195 | -2.69 | 610 | 14.45 | ||||
| 2025-07-30 | 13F | 自由一投资管理有限公司 | 41,966 | -13.92 | 21,414 | 1.20 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 5,090 | -18.69 | 2,598 | -4.38 | ||||
| 2025-07-24 | 13F | 自由日解决方案有限责任公司 | 6,742 | -3.03 | 3,440 | 14.02 | ||||
| 2025-08-14 | 13F | 道富银行 | 1,257,087 | -4.71 | 641,454 | 12.02 | ||||
| 2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F/A | StoneX集团公司 | 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 | 3,405 | -50.19 | 1,737 | -41.46 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST T. Rowe 价格增长机会投资组合 | 612 | -64.85 | 312 | -58.68 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P MidCap 400® 指数投资组合 | 6,737 | -2.02 | 3,438 | 15.18 | ||||
| 2025-08-01 | 13F | 中心点顾问有限责任公司 | 49 | -14.04 | 0 | |||||
| 2025-06-27 | NP | FQUAX - AMG FQ 多空股票基金 N 类 | 4,339 | -10.05 | 2,007 | -1.33 | ||||
| 2025-08-26 | NP | PRDSX - T. Rowe Price QM 美国小盘成长股票基金 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 | 67,179 | -12.05 | 34,279 | 3.40 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 32,489 | -13.29 | 16,578 | 1.94 | ||||
| 2025-04-30 | 13F | 吉纳斯资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,117 | -10.93 | 489 | -5.97 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 1,001 | -4.03 | 511 | 12.83 | ||||
| 2025-05-22 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-05-22 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | 王朝财富管理有限责任公司 | 1,570 | -16.67 | 801 | -2.08 | ||||
| 2025-08-14 | NP | BSGSX - 贝雅中小型成长基金投资者类别 | 9,430 | -12.07 | 4,812 | 3.37 | ||||
| 2025-05-21 | 13F | 阿卡迪亚资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 174,923 | -0.52 | 89,258 | 16.95 | ||||
| 2025-08-12 | 13F | NDVR 公司 | 449 | -41.08 | 229 | -30.61 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 16,823 | -4.62 | 8,584 | 12.14 | ||||
| 2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 8,100 | -63.45 | 3,546 | -61.38 | ||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 11 | -42.11 | 6 | -37.50 | ||||
| 2025-06-26 | NP | TMCGX - Thrivent 中型成长基金 S 级 | 945 | -1.36 | 437 | 8.17 | ||||
| 2025-04-29 | NP | SFYX - SoFi Next 500 ETF | 166 | -72.79 | 69 | -73.44 | ||||
| 2025-04-29 | 13F | 美国资本财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 世界股权集团有限公司 | 685 | -5.52 | 350 | 26.45 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 中型股票指数基金类别 | 18,362 | -2.86 | 9,370 | 14.20 | ||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 8,911 | -66.83 | 4 | -63.64 | ||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 586 | -4.56 | 257 | 0.79 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 625 | -0.95 | 319 | 16.48 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 113,916 | -15.30 | 58,128 | -0.42 | ||||
| 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 | 770 | -10.36 | 393 | 5.38 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST 摩根大通全球主题投资组合 | 396 | -67.62 | 202 | -61.89 | ||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 2,496 | -42.97 | 1,274 | -32.96 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 3,658 | -37.82 | 1,867 | -26.91 | ||||
| 2025-08-26 | NP | IWF - iShares Russell 1000 Growth ETF | 20,949 | -12.08 | 10,690 | 3.36 | ||||
| 2025-08-08 | 13F | 联合储蓄银行 | 1,072 | -1.65 | 558 | 17.76 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 4,406 | -6.02 | 2,248 | 10.52 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿中盘股指数投资组合 A 类 | 14,310 | -4.00 | 7,302 | 12.86 | ||||
| 2025-08-27 | NP | EAASX - 伊顿万斯亚特兰大资本 SMID-Cap 基金 A 类 | 925,567 | -6.42 | 472,289 | 10.01 | ||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 债券-债券投资组合 VC 级 | 1,125 | -59.05 | 574 | -51.85 | ||||
| 2025-08-07 | 13F | 维鲁斯资本合伙公司 | 902 | -9.44 | 460 | 6.48 | ||||
| 2025-07-24 | 13F | 东方银行 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 189,206 | -44.64 | 97 | -35.14 | ||||
| 2025-07-02 | 13F | Lvm资本管理有限公司/mi | 3,780 | -2.83 | 2 | 0.00 | ||||
| 2025-07-29 | NP | MPSSX - 纽约梅隆银行小型多策略基金 M 类股票 | 4,857 | -10.06 | 2,126 | -4.92 | ||||
| 2025-06-24 | NP | BBMC - 摩根大通 BetaBuilders 美国中型股票 ETF | 18,048 | -1.36 | 8,349 | 8.19 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-23 | NP | PPNMX - 小型股成长基金 I R-3 | 34,463 | -16.16 | 15,942 | -8.05 | ||||
| 2025-06-26 | NP | FZFLX - 富达 SAI 中小盘 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 | 8,578 | -14.61 | 3,968 | -6.35 | ||||
| 2025-08-21 | NP | MXMDX - Great-West S&P Mid Cap 400 指数基金投资者类别 | 16,910 | -8.00 | 8,629 | 8.16 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 494 | -12.26 | 252 | 3.28 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 53,584 | -19.78 | 27,342 | -5.69 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 14,736 | -2.88 | 7,519 | 14.18 | ||||
| 2025-05-21 | 13F | Reliant投资合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级 | 562 | -77.56 | 287 | -73.69 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 913 | -4.30 | 400 | 1.01 | ||||
| 2025-07-24 | NP | FNCMX - 富达纳斯达克综合指数基金 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 | 22,027 | -0.43 | 9,643 | 5.23 | ||||
| 2025-08-28 | NP | VNUAX - Vontobel 美国股票基金 A 股 | 793 | -8.00 | 405 | 8.02 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,930 | -76.02 | 985 | -71.84 | ||||
| 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 | 226 | -36.69 | 115 | -25.32 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 56 | -39.13 | 28 | -28.21 | ||||
| 2025-07-10 | 13F | 阿克菲尔德财富策略有限责任公司 | 20,953 | -1.39 | 11,024 | 17.99 | ||||
| 2025-08-14 | 13F | 萨姆林资本有限公司 | 123,388 | -51.74 | 62,961 | -43.26 | ||||
| 2025-08-26 | NP | 纽约梅隆银行投资组合 - 中型股股票投资组合 - 初始股 | 1,662 | -1.48 | 848 | 15.85 | ||||
| 2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 3 | -25.00 | 1 | 0.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 2,867 | -14.24 | 1,463 | 0.83 | ||||
| 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 | 39,800 | -4.33 | 20,309 | 12.47 | ||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | VSNGX - 摩根大通中型股票基金 I 类 | 34,688 | -31.23 | 17,700 | -19.16 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 22,611 | -2.62 | 11,538 | 14.48 | ||||
| 2025-07-28 | NP | QQQJ - 景顺纳斯达克下一代 100 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,058 | -3.54 | 6,154 | 1.95 | ||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 1,019 | -40.23 | 520 | -29.86 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 2,568 | -5.52 | 1,310 | 11.11 | ||||
| 2025-08-27 | NP | IYSYX - 常春藤小盘核心基金 Y 级 | 12,730 | -1.42 | 6,496 | 15.90 | ||||
| 2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 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 | 29,823 | -4.48 | 15,218 | 12.29 | ||||
| 2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 37,202 | -0.22 | 18,983 | 17.31 | ||||
| 2025-07-22 | 13F | 奥利斯蒂科财富有限责任公司 | 1,613 | -25.60 | 823 | -12.54 | ||||
| 2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 348 | -7.69 | 152 | -2.56 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 724,365 | -8.46 | 369,622 | 7.62 | ||||
| 2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 1,010 | -42.61 | 515 | -32.50 | ||||
| 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 | 57,427 | -6.68 | 26,565 | 2.35 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 125 | -3.85 | 64 | 12.50 | ||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 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 | Short | -6,268 | 72.96 | -3,198 | 103.44 | |||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 173,097 | -10.75 | 88 | 4.76 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 13,316 | -1.30 | 7 | 20.00 | ||||
| 2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 巴克海特资本管理有限公司 | 8,989 | -24.35 | 4,587 | -11.05 | ||||
| 2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 258 | -29.12 | 132 | -16.56 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 8,492 | -10.61 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | USMIX - 扩展市场指数基金 | 4,451 | -2.11 | 2,059 | 7.36 | ||||
| 2025-07-31 | 13F | Leeward Investments, LLC - 马萨诸塞州 | 15,120 | -18.44 | 7,715 | -4.11 | ||||
| 2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 62,475 | -11.37 | 28,900 | -2.79 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 400 | -2.68 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通中型增长投资组合 1 级 | 17,354 | -5.56 | 8,028 | 3.57 | ||||
| 2025-05-14 | 13F | 繁荣金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 500 | -72.22 | 0 | ||||
| 2025-08-26 | NP | NOMIX - 北方中型股指数基金 | 24,732 | -3.98 | 12,620 | 12.88 | ||||
| 2025-07-17 | 13F | LexAurum 顾问有限公司 | 821 | -40.89 | 419 | -30.56 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 73,908 | -2.82 | 37,713 | 14.25 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 64 | -33.33 | 33 | -21.95 | ||||
| 2025-07-31 | 13F | 城邦银行 | 1,872 | -1.37 | 955 | 16.04 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 1,600 | -62.79 | 1 | -100.00 | |||
| 2025-07-15 | 13F | 退休人员方程式有限责任公司 | 444 | -8.26 | 226 | 8.13 | ||||
| 2025-07-17 | 13F | 帕克普雷斯资本公司 | 397 | -8.10 | 203 | 8.02 | ||||
| 2025-08-27 | NP | CSMEX - Carillon Scout 中盘基金 A 类 | 109,814 | -16.26 | 56,035 | -1.56 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 196 | -82.21 | 0 | |||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 36 | -43.75 | 18 | -33.33 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 中型股 1.5 倍策略基金可变年金 | 31 | -16.22 | 16 | -6.25 | ||||
| 2025-08-12 | 13F | 维亚财富有限公司 | 1,453 | -21.25 | 741 | -7.37 | ||||
| 2025-07-25 | 13F | 动态金融集团 | 985 | -2.57 | 503 | 14.61 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 1,645 | -62.54 | 840 | -55.96 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 1,447 | -63.92 | 738 | -57.59 | ||||
| 2025-08-06 | 13F | 吉纳斯资本管理公司 | 2,100 | -32.26 | 1,072 | -20.37 | ||||
| 2025-08-11 | 13F | Primecap 管理公司/ca/ | 58,900 | -27.82 | 30,055 | -15.14 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 165 | -11.29 | 84 | 5.00 | ||||
| 2025-08-12 | 13F | 迪恩投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-25 | NP | SBMAX - ClearBridge 中盘基金 A 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 | 103,000 | -12.71 | 47,647 | -4.26 | ||||
| 2025-08-19 | NP | DEOPX - 达文波特股权机会基金 | 49,350 | -13.40 | 25,182 | 1.81 | ||||
| 2025-07-09 | 13F | 第一银行与信托 | 1,716 | -0.98 | 876 | 16.36 | ||||
| 2025-08-28 | NP | MDYG - SPDR(R) S & P 400 中型成长 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 | 37,869 | -18.40 | 19,323 | -4.07 | ||||
| 2025-07-23 | 13F | 冯托贝尔控股有限公司 | 388,780 | -5.40 | 198,383 | 11.22 | ||||
| 2025-06-23 | NP | MLPIX - 中型价值深度投资者类别 | 24 | -93.72 | 11 | -93.17 | ||||
| 2025-07-23 | 13F | 构造顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | MIDU - Direxion 每日中型股牛市 3 倍股 | 640 | -24.17 | 296 | -16.62 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS 全球小型股 VIP A 级 | 2,687 | -3.62 | 1,371 | 13.31 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 3,550 | -10.87 | 1,812 | 4.80 | ||||
| 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 | 103,327 | -0.07 | 52,725 | 17.48 | ||||
| 2025-05-15 | 13F | 布斯贝基金管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 11,611 | -4.22 | 5,371 | 5.07 | ||||
| 2025-08-04 | 13F | 西蒙快速顾问有限公司 | 512 | -23.35 | 261 | -9.69 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 17 | -29.17 | 9 | -20.00 | ||||
| 2025-08-04 | 13F | 4wealth 顾问公司 | 531 | -55.53 | 271 | -47.68 | ||||
| 2025-08-08 | 13F | 创意策划 | 9,543 | -3.91 | 4,870 | 12.97 | ||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 0 | -100.00 | 0 | |||||
| 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 | 233 | -54.84 | 108 | -23.57 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型成长投资组合 A 类 | 2,432 | -2.01 | 1,241 | 15.13 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 3,887 | -27.31 | 1,798 | -20.27 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 1,580 | -68.42 | 806 | -62.87 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 795,622 | -23.23 | 405,982 | -9.75 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 1,136 | -36.22 | 580 | -25.10 | ||||
| 2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 中期成长基金机构类 | 1,669 | -36.61 | 724 | -30.58 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 55,061 | -25.10 | 28,096 | -11.94 | ||||
| 2025-05-15 | 13F | Hook Mill 资本合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 河景信托公司 | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | 交易所交易概念有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 2,086 | -24.28 | 1,064 | -10.96 | ||||
| 2025-07-22 | NP | GSMYX - 高盛机构中小盘增长基金 | 35,191 | -9.20 | 15,405 | -4.04 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 536 | -2.19 | 274 | 15.19 | ||||
| 2025-03-31 | NP | 税务管理小型股投资组合 - 税务管理小型股投资组合 | 2,388 | -32.62 | 1,007 | -27.87 | ||||
| 2025-05-15 | 13F | Virtus 投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT 财富管理有限责任公司 | 1,304 | -7.71 | 665 | 8.48 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类 | 5,283 | -68.40 | 2,696 | -62.85 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 295,475 | -23.95 | 150,772 | -10.59 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 15,277 | -4.22 | 7,067 | 5.04 | ||||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 2,634 | -0.04 | 1,344 | 17.59 | ||||
| 2025-08-27 | NP | STSNX - Sterling Capital Stratton 小盘价值基金 A 股 | 13,276 | -16.22 | 6,774 | -1.50 | ||||
| 2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 801 | -12.46 | 409 | 2.77 | ||||
| 2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 504 | -6.49 | 257 | 10.30 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 6,393 | -4.48 | 3,262 | 12.29 | ||||
| 2025-08-14 | 13F | 德肖公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | MDYV - SPDR(R) S & P 400 中盘价值 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 | 19,787 | -1.79 | 10,097 | 15.46 | ||||
| 2025-08-14 | 13F | 选择股权集团，有限合伙人 | 59,177 | -40.26 | 30,196 | -29.77 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级 | 2,750 | -31.59 | 1,403 | -19.55 | ||||
| 2025-05-02 | 13F | Edgestream 合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 22,977 | -3.56 | 11,724 | 13.37 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 35,514 | -3.35 | 18,122 | 13.62 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 21,873 | -2.41 | 9,575 | 3.13 | ||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 7,562 | -0.84 | 3,859 | 16.59 | ||||
| 2025-08-14 | 13F | 隆奥资产管理（美国）公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 825 | -5.61 | 421 | 10.82 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 274 | -72.98 | 140 | -68.41 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 937 | -9.82 | 410 | -4.65 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 2,725 | -46.01 | 1,390 | -36.53 | ||||
| 2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 908,754 | -1.88 | 463,710 | 15.35 | ||||
| 2025-04-25 | 13F | 卡南代瓜国家银行和信托公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 城市控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 15,131 | -36.22 | 7,721 | -25.02 | ||||
| 2025-08-14 | 13F | 综合财富概念有限责任公司 | 2,593 | -12.34 | 1,323 | 3.12 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica T. Rowe Price 小盘股副总裁初始 | 5,239 | -17.35 | 2,673 | -2.84 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 385 | -11.49 | 178 | -2.73 | ||||
| 2025-07-28 | NP | UMDD - ProShares UltraPro MidCap400 | 210 | -35.98 | 92 | -32.59 | ||||
| 2025-08-27 | NP | HAGAX - Carillon Eagle 中型成长基金 A 类 | 221,210 | -2.09 | 112,877 | 15.11 | ||||
| 2025-08-27 | NP | RYMDX - 中型股 1.5 倍策略基金 H 级 | 110 | -9.09 | 56 | 7.69 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 2,194 | -29.43 | 1,120 | -17.05 | ||||
| 2025-06-26 | NP | MCGAX - Transamerica 中型成长 A | 8,449 | -21.20 | 3,908 | -13.58 | ||||
| 2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 顾问股份投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 6,649 | -1.06 | 3,393 | 16.32 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 238,024 | -12.87 | 121,456 | 2.44 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 消费品基金可变年金 | 159 | -18.46 | 81 | -3.57 | ||||
| 2025-07-17 | 13F | 景顺有限公司 | 2,485 | -4.53 | 1,268 | 12.31 | ||||
| 2025-05-15 | 13F | 凯普斯通投资顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | PEDGX - EDGE 机构中型基金 | 3,849 | -23.49 | 1,685 | -19.16 | ||||
| 2025-06-26 | NP | MSTVX - 晨星另类基金 | 2 | -75.00 | 1 | -100.00 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | JDVSX - 摩根大通多元化基金 I 类 | 331 | -26.93 | 169 | -14.29 | ||||
| 2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 3,283 | -3.27 | 1,675 | 13.71 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 690,521 | -0.10 | 352,438 | 17.44 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 6,730 | -48.96 | 3,434 | -40.01 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 8,940 | -24.24 | 4,562 | -10.94 | ||||
| 2025-08-08 | 13F | Impax资产管理集团有限公司 | 2,065 | -72.10 | 1,054 | -67.22 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 1,834 | -1.98 | 936 | 15.15 | ||||
| 2025-08-29 | NP | JATTX - Janus Henderson Triton 基金 T 级 | 243,802 | -1.17 | 124,405 | 16.19 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中盘指数基金标准类别 | 11,598 | -0.84 | 5,918 | 16.59 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 603,975 | -3.92 | 308,190 | 13.49 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 7,553 | -4.90 | 3,854 | 11.81 | ||||
| 2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 36,270 | -47.25 | 15,878 | -44.25 | ||||
| 2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,436 | -3.60 | 7,195 | 1.88 | ||||
| 2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 成长和收益投资组合 - 初始股份 | 1,052 | -1.59 | 537 | 15.77 | ||||
| 2025-08-26 | NP | RPMGX - T. Rowe Price 中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 569,600 | -27.02 | 290,650 | -14.20 | ||||
| 2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 19,667 | -27.36 | 9,098 | -20.33 | ||||
| 2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 182 | -74.93 | 93 | -70.79 | ||||
| 2025-08-15 | 13F | FSB Premier 财富管理公司 | 2,318 | -4.06 | 1,183 | 12.79 | ||||
| 2025-07-16 | 13F | 中西部传统银行、FSB | 510 | -3.95 | 260 | 13.04 | ||||
| 2025-08-08 | 13F | 基金会投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 471,172 | -8.62 | 240,425 | 7.43 | ||||
| 2025-08-28 | NP | SEMCX - Simt 中盘基金 F 级 | 403 | -19.08 | 206 | -5.09 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 107,942 | -34.11 | 55,080 | -22.54 | ||||
| 2025-05-20 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 3,451 | -13.72 | 1,498 | -5.49 | ||||
| 2025-08-27 | NP | 泛美系列信托 - 泛美摩根大通战术分配副总裁初始 | 565 | -1.22 | 288 | 16.13 | ||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 103 | -98.31 | 45 | -95.92 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP Eagle 小型股成长投资组合初始类别 | 8,942 | -32.55 | 4,563 | -20.72 | ||||
| 2025-08-26 | NP | PMEGX - T. Rowe Price 机构中型股票成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 84,820 | -30.36 | 43,281 | -18.13 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 3,715 | -16.29 | 1,896 | -1.61 | ||||
| 2025-08-05 | 13F | 伯尼公司/ | 3,588 | -5.78 | 1,831 | 10.77 | ||||
| 2025-04-14 | 13F | 瑞奥斯资本工程公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | BAFMX - Brown Advisory 中型成长基金机构股 | 1,054 | -46.66 | 538 | -37.34 | ||||
| 2025-08-26 | NP | GEIZX - 成长股票指数基金投资者 | 60 | -52.00 | 31 | -44.44 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 3,465 | -1.42 | 1,768 | 15.93 | ||||
| 2025-08-25 | NP | CALVERT VARIABLE SERIES INC - Calvert VP SRI 中盘投资组合 | 252 | -43.75 | 129 | -34.02 | ||||
| 2025-08-12 | 13F | 旅程战略财富有限公司 | 533 | -0.93 | 272 | 16.31 | ||||
| 2025-08-21 | NP | MXMGX - Great-West T. Rowe Price 中型成长基金投资者类别 | 40,911 | -21.02 | 20,876 | -7.15 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 180 | -72.93 | 92 | -68.40 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 1,135 | -60.47 | 493 | -56.73 | ||||
| 2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 10,370 | -29.27 | 5,291 | -16.85 | ||||
| 2025-08-26 | NP | TRMNX - T. Rowe Price 中盘指数基金 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 | 2,129 | -1.89 | 1,086 | 15.41 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 2,193 | -7.12 | 1,119 | 9.28 | ||||
| 2025-08-13 | 13F | 第1832章 | 27,849 | -1.40 | 14,211 | 15.92 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 2,104 | -51.70 | 1,074 | -43.23 | ||||
| 2025-08-13 | 13F | 贝尔德金融集团有限公司 | 172,033 | -14.65 | 87,784 | 0.34 | ||||
| 2025-08-01 | 13F | 洛根资本管理公司 | 2,682 | -46.10 | 1,369 | -36.64 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe Price 结构性中型成长基金标准级 | 10,137 | -23.20 | 5,173 | -9.72 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 200 | -97.10 | 102 | -96.59 | ||||
| 2025-08-26 | NP | QLMSIX - ClearBridge 可变小盘增长投资组合 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 | 22,573 | -10.33 | 11,518 | 5.42 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型成长基金 | 1,620 | -1.16 | 827 | 16.17 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 3,255 | -66.56 | 1,661 | -60.70 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股票投资组合 A 类 | 45,285 | -51.57 | 23,108 | -43.06 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州社会意识基金标准级 | 16,028 | -2.98 | 8,179 | 14.06 | ||||
| 2025-08-28 | NP | LBNDX - 雅培勋爵债券债券基金公司 A 类 | 21,098 | -59.92 | 10,766 | -52.88 | ||||
| 2025-07-28 | NP | VMIDX - 中型股指数基金 | 33,443 | -4.34 | 14,640 | 1.10 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 410 | -26.92 | 209 | -13.64 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 717 | -15.85 | 332 | -7.80 | ||||
| 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 | 81,965 | -7.18 | 41,824 | 9.12 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 16,895 | -2.96 | 8,621 | 14.09 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL 中型股指数基金 2 级 | 6,130 | -0.45 | 3,128 | 17.03 | ||||
| 2025-06-26 | NP | NUSC - Nuveen ESG 小盘股 ETF | 21,223 | -1.38 | 9,818 | 8.16 | ||||
| 2025-08-29 | NP | JVSAX - Janus Henderson 中小盘价值基金 A 类 | 4,290 | -23.10 | 2,189 | -9.58 | ||||
| 2025-05-28 | NP | CDEI - Calvert 美国大盘多元化、股票和包容性指数 ETF | 24 | -25.00 | 10 | -16.67 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 1,937 | -34.91 | 988 | -23.47 | ||||
| 2025-08-28 | NP | IJJ - iShares S&P Mid-Cap 400 价值 ETF | 63,992 | -1.22 | 32,653 | 16.13 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 45 | -2.17 | 23 | 15.79 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 4,767 | -12.06 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 1,187 | -16.82 | 606 | -2.26 | ||||
| 2025-07-09 | 13F | 克拉鲁斯财富顾问 | 574 | -10.45 | 294 | 4.63 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Jp Morgan 战略机会投资组合 | 479 | -67.57 | 244 | -61.93 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 621,804 | -4.31 | 317,288 | 12.50 | ||||
| 2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | NBSM - 纽伯格伯曼中小型股 ETF | 5,147 | -7.49 | 2,253 | -2.21 | ||||
| 2025-05-08 | 13F | 奋进私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 949 | -17.05 | 484 | -2.42 | ||||
| 2025-08-25 | NP | Calvert管理系列-Calvert中小盘基金I类 | 249 | -25.45 | 127 | -11.81 | ||||
| 2025-08-25 | NP | SDSCX - 纽约梅隆银行中小型成长基金 I 类 | 61,456 | -19.35 | 31,359 | -5.18 | ||||
| 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 | 5,071 | -55.60 | 2,346 | -51.32 | ||||
| 2025-07-28 | NP | SCAP-InfraCap 小型股收入 ETF | 1,005 | -14.61 | 440 | -9.86 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 48,788 | -10.32 | 24,895 | 5.43 | ||||
| 2025-08-26 | NP | IAXAX - VY(R) T. Rowe 价格多元化中型成长投资组合 ADV 级 | 7,367 | -25.59 | 3,759 | -12.50 | ||||
| 2025-08-07 | 13F | 中央信托公司 | 1,626 | -0.61 | 830 | 16.76 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 200 | -60.00 | 102 | -53.00 | |||
| 2025-08-12 | 13F | 银色信托公司 | 986 | -29.97 | 503 | -17.68 | ||||
| 2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 7,064 | -26.32 | 3,092 | -22.14 | ||||
| 2025-07-23 | 13F | 第一招商局 | 3,978 | -23.25 | 2,030 | -9.78 | ||||
| 2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 544 | -49.44 | 0 | |||||
| 2025-08-14 | 13F | CM Bidwell & Associates 有限公司 | 114 | -0.87 | 58 | 18.37 | ||||
| 2025-08-26 | NP | MAPOX - Mais & Power 平衡基金 | 17,000 | -19.05 | 8,675 | -4.83 | ||||
| 2025-08-25 | NP | MEFAX - MassMutual Select 中盘增长基金 A 类 | 64,364 | -27.76 | 32,843 | -15.07 | ||||
| 2025-06-26 | NP | FEOPX - 富达持久机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 131 | -2.96 | 61 | 7.14 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 中盘增长 II 级 | 8,833 | -20.55 | 4,507 | -6.59 | ||||
| 2025-07-29 | NP | JSJIX - 小盘成长基金类别资产净值 | 13,230 | -6.04 | 5,792 | -0.70 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 87 | -20.18 | 44 | -6.38 | ||||
| 2025-09-11 | NP | CFAGX - 中型成长基金股票 | 4,415 | -21.44 | 2,296 | -11.66 | ||||
| 2025-06-18 | NP | NWFAX - 全国基金A类 | 4,093 | -49.00 | 1,893 | -44.06 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 10,407 | -41.84 | 5,311 | -31.63 | ||||
| 2025-08-14 | 13F | 基础设施资本顾问有限公司 | 787 | -33.14 | 402 | -21.37 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 中型价值基金 | 4,553 | -18.07 | 2,323 | -3.65 | ||||
| 2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 1,248 | -3.26 | 637 | 5.65 | ||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 100 | -75.00 | 51 | -70.52 | ||||
| 2025-08-26 | NP | IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类 | 1,810 | -6.99 | 924 | 9.36 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 1,689 | -2.43 | 862 | 14.65 | ||||
| 2025-05-12 | 13F | RIA 咨询集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Maridea财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 史密斯摩尔公司 | 665 | -5.00 | 339 | 11.88 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 22,427 | -9.39 | 11,444 | 6.53 | ||||
| 2025-05-15 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 2,339 | -2.05 | 1,194 | 15.15 | ||||
| 2025-07-22 | 13F | 亨特帕金斯资本管理有限责任公司 | 52,771 | -9.29 | 27 | 4.00 | ||||
| 2025-08-26 | NP | QAMWEX - T. Rowe 定价中型成长投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,933 | -19.91 | 6,089 | -5.85 | ||||
| 2025-08-14 | 13F | Rip Road 资本合伙公司 | 11,240 | -26.43 | 5,735 | -13.51 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 22,452 | -59.87 | 11 | -54.17 | ||||
| 2025-06-23 | NP | UMPIX - 超中型深度投资者类别 | 295 | -26.80 | 136 | -19.53 | ||||
| 2025-05-13 | 13F | 施罗德投资管理集团 | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 1,112 | -7.79 | 567 | 8.41 | ||||
| 2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 大盘核心股票投资组合 | 1,495 | -67.87 | 763 | -62.26 | ||||
| 2025-08-04 | 13F | 肖尔茨公司 | 5,595 | -1.84 | 2,855 | 15.36 | ||||
| 2025-08-29 | NP | JSIVX - Janus Henderson 小盘价值基金 L 级 | 38,552 | -12.85 | 19,672 | 2.45 | ||||
| 2025-08-11 | 13F | 花旗集团 | 9,032 | -22.07 | 4,609 | -8.39 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 172 | -7.53 | 88 | 8.75 | ||||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | TMCAX - RBC SMID 资本成长基金 A 股 | 5,905 | -7.66 | 3,013 | 8.58 | ||||
| 2025-07-29 | 13F | VELA 投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 442 | -12.99 | 226 | 2.27 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | Short | -27,192 | 184.32 | -12,579 | 211.88 | |||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 2,842 | -18.96 | 1,450 | -4.73 | ||||
| 2025-07-31 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | 法国外贸银行 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wbi 投资公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian Select 中盘核心 VIP 基金 | 2,519 | -4.87 | 1,285 | 11.84 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 234 | -22.52 | 119 | -9.16 | ||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 小盘核心 II 类 | 6,646 | -11.34 | 3,391 | 4.24 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -13,719 | -79.08 | -7,000 | -75.40 | |||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 585 | -67.02 | 299 | -61.25 | ||||
| 2025-08-13 | 13F | RSM美国财富管理有限公司 | 1,346 | -6.79 | 687 | 9.58 | ||||
| 2025-07-30 | 13F | 契约伙伴有限责任公司 | 713 | -8.59 | 364 | 7.40 | ||||
| 2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 10,041 | -13.80 | 4,396 | -8.91 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 1,964 | -3.96 | 1,002 | 12.97 | ||||
| 2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -95 | -48 | |||||
| 2025-05-14 | 13F | 文艺复兴科技有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 4,970 | -2.68 | 2,536 | 14.44 | ||||
| 2025-08-04 | 13F | 罗布尔·贝尔科公司 | 0 | -100.00 | 0 | |||||
| 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 | 6,577 | -9.08 | 3,356 | 6.91 | ||||
| 2025-08-28 | NP | IWP - iShares Russell 中型成长 ETF | 35,732 | -6.18 | 18,233 | 10.29 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 2,805 | -7.03 | 1,431 | 9.32 | ||||
| 2025-07-29 | NP | CSMDX - Copeland SMID Cap 股息增长基金 I 类股票 | 6,189 | -23.86 | 2,709 | -19.52 | ||||
| 2025-07-29 | NP | SEHAX - SIIT美国股票因子配置基金A类 | 2,086 | -4.71 | 913 | 0.77 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 180 | -33.33 | 92 | -18.75 | ||||
| 2025-06-26 | NP | HFMCX - 哈特福德中型股基金 A 类 | 96,097 | -27.68 | 44,454 | -20.68 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 13,467 | -1.54 | 6,872 | 15.75 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 3,204 | -2.26 | 1,635 | 14.90 | ||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 175,400 | -3.20 | 81,138 | 6.17 | ||||
| 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 | 147 | -52.27 | 75 | -43.61 | ||||
| 2025-08-26 | NP | Ivy可变保险投资组合 - Ivy VIP资产策略II级 | 11,506 | -18.89 | 5,871 | -4.63 | ||||
| 2025-05-14 | 13F | 安大略省医疗保健养老金计划信托基金 | 0 | -100.00 | 0 | |||||
| 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 | 2,145 | -6.74 | 1,095 | 9.62 | ||||
| 2025-07-10 | 13F | 信号顾问财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -105 | -54 | |||||
| 2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP 全球增长 II 级 | 5,568 | -18.55 | 2,841 | -4.25 | ||||
| 2025-08-26 | NP | WOOPX - 摩根大通无畏中型基金 I 类 | 4,197 | -45.12 | 2,142 | -35.49 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 财务管理专业人士公司 | 219 | -9.50 | 112 | 5.71 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 中型成长基金 (a) | 102,622 | -23.13 | 52,365 | -9.63 | ||||
| 2025-08-27 | NP | VISGX - 先锋小盘成长指数基金投资者股票 | 503,865 | -2.98 | 257,107 | 14.06 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 1 | -98.41 | 1 | -100.00 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 9,902 | -0.77 | 5,053 | 16.65 | ||||
| 2025-07-29 | NP | GLRY - Inspire Faithward Mid Cap Momentum ESG ETF | 5,049 | -18.58 | 2,210 | -13.94 | ||||
| 2025-08-14 | 13F | 阿利斯卡投资集团有限合伙人 | 99,160 | -34.09 | 50,598 | -22.51 | ||||
| 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 | 79,916 | -19.89 | 40,779 | -5.82 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变保险信托 - 哥伦比亚可变投资组合 - 小型公司成长基金 1 级 | 4,003 | -0.60 | 2,043 | 16.89 | ||||
| 2025-06-24 | NP | FMDCX - 联合中型股指数基金服务股票 | 3,515 | -0.90 | 1,626 | 8.69 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 12,143 | -7.14 | 6,196 | 9.18 | ||||
| 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 | 4,678 | -443.97 | 2,164 | -730.61 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 703 | -65.96 | 352 | -60.78 | ||||
| 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 | 1,653 | -1.96 | 843 | 15.32 | ||||
| 2025-06-27 | NP | ESCQX - 推出小型股票基金退休课程 | 4,788 | -8.45 | 2,215 | 0.41 | ||||
| 2025-08-14 | 13F | 瑞银集团 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-27 | NP | POGRX - PRIMECAP奥德赛成长基金 | 7,500 | -38.52 | 3,469 | -32.58 | ||||
| 2025-08-26 | NP | VSEIX - 摩根大通小盘股票基金 I 类 | 14,835 | -71.85 | 7,570 | -66.91 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 819 | -2.15 | 418 | 14.88 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 46,425 | -13.64 | 23,687 | 1.52 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 14,555 | -5.76 | 7,432 | 10.98 | ||||
| 2025-05-05 | 13F | Kestra 私人财富服务有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 79,662 | -0.18 | 40,649 | 17.35 | ||||
| 2025-08-28 | NP | SSMHX - 道富中小盘股指数投资组合 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 | 11,675 | -14.63 | 5,957 | 0.37 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 376,389 | -69.75 | 192,060 | -64.44 | ||||
| 2025-07-11 | 13F | 弗鲁斯投资管理公司 | 10,805 | -2.06 | 6 | 25.00 | ||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 摩根士丹利 | 1,605,009 | -11.06 | 818,990 | 4.56 | ||||
| 2025-08-11 | 13F | 文艺复兴集团有限公司 | 1,283 | -23.95 | 655 | -10.66 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 30,918 | -16.10 | 15,679 | -1.98 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 56,119 | -8.93 | 28,636 | 7.06 | ||||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 10 | -9.09 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 314,181 | -6.06 | 160,317 | 10.44 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 1,629 | -35.23 | 832 | -23.83 | ||||
| 2025-08-26 | NP | MSCFX - Mais & Power 小型股基金 | 9,245 | -63.84 | 4,717 | -57.49 | ||||
| 2025-08-22 | NP | SSDIX - DWS 小盘成长基金机构类别 | 17,094 | -15.77 | 8,723 | -0.98 | ||||
| 2025-06-25 | NP | SASMX - ClearBridge 小盘成长基金 A 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 | 149,789 | -13.91 | 69,291 | -5.58 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 2,767 | -3.92 | 1,412 | 12.88 | ||||
| 2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 8,970 | -0.92 | 4,577 | 16.49 | ||||
| 2025-08-06 | 13F | 安佳资本顾问有限公司 | 113,898 | -4.09 | 58,119 | 12.75 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 26,968 | -10.72 | 14 | 0.00 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 15,231 | -0.91 | 7,772 | 16.49 | ||||
| 2025-04-03 | 13F | 第一夏威夷银行 | 11,427 | -7.54 | 4,960 | 1.27 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 603 | -13.86 | 308 | 1.32 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 12 | -66.67 | 6 | -60.00 | ||||
| 2025-08-14 | NP | BMDIX - 贝尔德机构中型基金 | 63,986 | -23.89 | 32,650 | -10.53 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 中型成长股票投资组合 | 18,663 | -33.10 | 9,523 | -21.35 | ||||
| 2025-06-26 | NP | CABDX - AB 相对价值基金公司 A 类 | 54,098 | -9.80 | 25,025 | -1.07 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 1,611 | -6.06 | 822 | 10.48 | ||||
| 2025-06-11 | NP | KGDAX - DWS 全球小盘基金 A 类 | 6,707 | -16.78 | 3,103 | -8.74 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 183,876 | -13.73 | 93,826 | 1.42 | ||||
| 2025-07-16 | 13F/A | CX 机构 | 63 | -88.00 | 0 | |||||
| 2025-08-28 | NP | AXMNX - Acclivity 中盘多风格基金 Acclivity 中盘多风格 N 股 | 52 | -24.64 | 27 | -10.34 | ||||
| 2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 10 | -79.17 | 5 | -73.68 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 709 | -9.22 | 308 | -0.65 | ||||
| 2025-08-29 | NP | LSMIX - Loomis Sayles 中小盘成长基金机构类别 | 9,148 | -2.67 | 4,668 | 14.42 | ||||
| 2025-08-28 | NP | SRVEX - 胜利多元化股票基金A级 | 6,720 | -38.77 | 3,429 | -28.01 | ||||
| 2025-07-29 | NP | SECAX - SIIT 小盘 II 基金 - A 类 | 2,092 | -15.88 | 916 | -11.17 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 7,700 | -2.53 | 3,929 | 14.61 | ||||
| 2025-08-26 | NP | PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 26,289 | -16.25 | 13,414 | -1.54 | ||||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 45 | -61.54 | 23 | 15.79 | ||||
| 2025-07-25 | 13F | 第五第三财富顾问有限责任公司 | 4,514 | -0.04 | 2,303 | 17.50 | ||||
| 2025-08-14 | 13F | 联信银行 | 13,859 | -9.45 | 7,072 | 6.44 | ||||
| 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 | 8,882 | -16.87 | 4,109 | -8.83 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 460 | -21.23 | 235 | -7.51 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 621 | -18.93 | 317 | -4.82 | ||||
| 2025-08-26 | NP | FSGS - 小型股美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 571 | -27.54 | 291 | -14.91 | ||||
| 2025-08-28 | NP | MNNAX - Victory Munder 多股基金 A 类 | 9,900 | -38.89 | 5,052 | -28.16 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 70,887 | -1.39 | 36,172 | 15.93 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 938 | -48.69 | 479 | -39.72 | ||||
| 2025-07-16 | 13F | 独立财富网络公司 | 1,528 | -2.36 | 780 | 14.73 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 442 | -66.74 | 226 | -60.94 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 14,917 | -0.67 | 8 | 16.67 | ||||
| 2025-08-26 | NP | QLMMIX - ClearBridge 可变中盘投资组合 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 | 15,800 | -9.20 | 8,062 | 6.75 | ||||
| 2025-05-12 | 13F | 珠穆朗玛峰财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 克莱雷资产管理公司 | 458 | -12.93 | 0 | |||||
| 2025-08-01 | 13F | 枪证券公司 | 6,251 | -2.75 | 3,196 | 14.39 | ||||
| 2025-06-20 | NP | JSMD - Janus Henderson 中小盘增长 Alpha ETF | 5,352 | -18.32 | 2,476 | -10.42 | ||||
| 2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 198,345 | -2.80 | 91,752 | 6.61 | ||||
| 2025-08-12 | 13F | 守望者集团公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 大盘价值基金 | 3,791 | -28.08 | 1,934 | -15.44 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘股指数投资组合 IB 类 | 31,148 | -0.57 | 15,894 | 16.89 | ||||
| 2025-06-27 | NP | RETL - Direxion 每日零售牛市 3 倍股票 | 736 | -21.45 | 340 | -13.92 | ||||
| 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 | 362,640 | -4.58 | 185,044 | 12.18 | ||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 4,801 | -1.86 | 2 | 0.00 | ||||
| 2025-07-10 | 13F | 主权顾问有限责任公司 | 766 | -6.13 | 392 | 4.53 | ||||
| 2025-08-28 | NP | SMAP - 扩大中小型股票 ETF | 50 | -16.67 | 26 | -3.85 | ||||
| 2025-08-28 | NP | MGOAX - Victory Munder 中盘核心成长基金 A 类 | 5,800 | -40.21 | 2,960 | -29.71 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 中型成长基金初始级 | 6,412 | -45.34 | 3,272 | -35.75 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe Price 小盘成长投资组合 A 类 | 9,140 | -16.45 | 4,664 | -1.79 | ||||
| 2025-04-28 | 13F | WCM投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-19 | NP | CCVAX - Calvert 小盘基金 A 类 | 30,951 | -1.72 | 13,434 | 7.65 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 890 | -5.32 | 454 | 11.55 | ||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 10,178 | -12.70 | 5,194 | 2.63 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 69,951 | -7.31 | 35,694 | 8.97 | ||||
| 2025-08-13 | 13F | 莱德劳财富管理有限责任公司 | 1,056 | -5.21 | 539 | 11.39 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/400 管理波动性投资组合 IB 级 | 8,892 | -5.73 | 4,537 | 10.85 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 714 | -51.36 | 364 | -42.86 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 18,459 | -3.37 | 9,419 | 13.61 | ||||
| 2025-08-29 | NP | JMIVX - Janus Henderson 中盘价值基金 L 级 | 108,538 | -18.00 | 55,384 | -3.60 | ||||
| 2025-08-27 | NP | IVINX - 常春藤全球成长基金 A 类 | 31,048 | -19.23 | 15,843 | -5.05 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 841 | -6.56 | 429 | 10.00 | ||||
| 2025-08-21 | NP | MSCQX - 美世美国中小型股票基金 I 类 | 7,635 | -32.87 | 3,896 | -21.09 | ||||
| 2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 中期增长系列 | 3,524 | -34.87 | 1,530 | -28.68 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 481 | -42.87 | 245 | -29.60 | ||||
| 2025-08-14 | 13F | 阳光地带证券公司 | 1,844 | -1.39 | 731 | -9.99 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 59 | -78.47 | 27 | -76.52 | ||||
| 2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 904 | -4.34 | 418 | 5.03 | ||||
| 2025-08-27 | NP | CCAFX - Calvert 中型基金 A 类 | 2,197 | -44.24 | 1,121 | -34.44 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 52,393 | -15.59 | 26,735 | -0.76 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 109,959 | -53.81 | 56,109 | -45.70 | ||||
| 2025-08-26 | NP | IJH - iShares 核心标普中盘 ETF | 1,209,039 | -0.10 | 616,936 | 17.45 | ||||
| 2025-07-28 | NP | QVMM - Invesco S&P MidCap 400 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 | 4,754 | -0.34 | 2,081 | 5.37 | ||||
| 2025-07-23 | 13F | 壳牌资产管理公司 | 1,848 | -14.76 | 1 | |||||
| 2025-07-29 | NP | SSMAX - Siit 中小盘股票基金 - A 类 | 12,759 | -7.63 | 5,585 | -2.38 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 110,838 | -1.17 | 56,557 | 16.19 | ||||
| 2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 3,633 | -16.60 | 1,681 | -8.55 | ||||
| 2025-07-28 | NP | EQRR - ProShares 利率上涨股票 ETF | 455 | -38.51 | 199 | -34.97 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-24 | NP | JPME - 摩根大通多元化回报美国中盘股票ETF | 3,568 | -12.81 | 1,651 | -4.35 | ||||
| 2025-05-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 498 | -0.20 | 254 | 17.59 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 1,299 | -51.04 | 663 | -42.48 | ||||
| 2025-05-06 | 13F | 邓普顿菲利普斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 21,829 | -4.74 | 11 | 22.22 | ||||
| 2025-07-18 | 13F | 信托金融公司 | 8,345 | -7.11 | 4,258 | 9.21 | ||||
| 2025-08-14 | 13F | Scopus 资产管理有限公司 | 17,232 | -13.84 | 8,793 | 1.29 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,036 | -2.08 | 454 | 3.42 |
