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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-14 | 13F | 福拉资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 世界股票收益基金 P 类 | 645 | -41.94 | 188 | -37.75 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 66,700 | -9.38 | 19,454 | -3.03 | |||
2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 75,062 | -2.10 | 21,893 | 4.75 | ||||
2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 10,799 | -9.39 | 3,150 | -3.05 | ||||
2025-07-23 | 13F | 新英格兰专业规划集团公司 | 1,150 | -41.42 | 335 | -37.38 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 5,867 | -1.66 | 1,711 | 5.23 | ||||
2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 134 | -27.17 | 39 | -22.00 | ||||
2025-06-25 | NP | LEGAX - 哥伦比亚大盘成长基金 A 类 | 183,610 | -22.18 | 49,964 | -17.60 | ||||
2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 3,095 | -19.92 | 903 | -14.34 | ||||
2025-05-29 | NP | KNGAX - CBOE Vest S&P 500 Dividend Aristocrats Target Income Fund A 类股票 | Short | -7 | -100.22 | -2 | -100.12 | |||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 1,163 | -5.14 | 339 | 1.50 | ||||
2025-08-13 | 13F | 信托集团有限责任公司 | 6,776 | -1.37 | 1,976 | 5.56 | ||||
2025-07-09 | 13F | 诚实资本有限责任公司 | 2,308 | -1.28 | 673 | 5.65 | ||||
2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 108,528 | -1.73 | 31,653 | 5.14 | ||||
2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 4,471 | -0.27 | 1,304 | 6.80 | ||||
2025-05-30 | 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 4,232 | -4.51 | 1,234 | 2.15 | ||||
2025-05-13 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
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 | 1,462 | -2.34 | 426 | 4.41 | ||||
2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 119 | -27.88 | 35 | -22.73 | ||||
2025-08-25 | NP | HIADX - 哈特福德股息和增长 Hls 基金 Ia | 156,402 | -1.91 | 45,616 | 4.96 | ||||
2025-08-26 | NP | TLSTX - 股票指数基金 | 3,705 | -10.09 | 1,081 | -3.83 | ||||
2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 700 | -25.61 | 204 | -20.31 | ||||
2025-07-10 | 13F | 汤普金斯金融公司 | 26,119 | -4.26 | 7,618 | 2.45 | ||||
2025-07-01 | 13F | 公园国家公司/哦/ | 11,265 | -5.94 | 3,286 | 0.64 | ||||
2025-05-23 | 13F | 双湖资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | SVOAX - Simt US 管理波动性基金 F 级 | 2,709 | -66.87 | 790 | -64.56 | ||||
2025-07-16 | 13F | 西科资本有限责任公司 | 352 | -22.12 | 103 | -17.07 | ||||
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 | 76,062 | -1.25 | 20,698 | 4.56 | ||||
2025-08-12 | 13F | 雅典娜投资管理公司 | 759 | -2.19 | 221 | 4.74 | ||||
2025-08-11 | 13F | PFG 私人财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 12,400 | -14.07 | 3,374 | -9.01 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 6,253 | -50.00 | 1,824 | -46.52 | ||||
2025-05-30 | NP | MML 系列投资基金 - MML 基本价值基金 II 类 | 6,142 | -3.61 | 1,674 | -0.24 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 369,960 | -2.84 | 108 | 3.88 | ||||
2025-08-13 | 13F | 蒸馏资本合作伙伴有限责任公司 | 74,934 | -3.84 | 21,855 | 2.90 | ||||
2025-08-01 | 13F | 第一国民信托公司 | 23,784 | -0.06 | 6,937 | 6.94 | ||||
2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,363 | -7.62 | 3,164 | 1.87 | ||||
2025-08-05 | 13F | 史密斯·谢尔纳特·威尔逊有限公司 /adv | 1,232 | -26.80 | 359 | -21.62 | ||||
2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 15,515 | -3.31 | 4,321 | 6.59 | ||||
2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,246 | -3.34 | 363 | 3.42 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度配置投资组合 IB 级 | 591 | -0.51 | 172 | 6.83 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 214,987 | -0.15 | 62,703 | 6.84 | ||||
2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 105 | -89.56 | 29 | -89.15 | ||||
2025-04-25 | NP | VGWAX - 先锋全球惠灵顿基金海军上将股票 | 24,380 | -41.05 | 6,158 | -47.57 | ||||
2025-04-22 | 13F | 光明未来财富管理有限责任公司。 | 2,728 | -20.42 | 745 | -13.57 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 65,866 | -9.40 | 19,210 | -3.05 | ||||
2025-05-22 | NP | GDLFX - Gotham 防御性多头 500 基金机构类别 | 230 | -67.24 | 63 | -66.30 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 645,536 | -11.06 | 188 | -4.57 | ||||
2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 25 | -71.26 | 7 | -69.57 | ||||
2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 1,160 | -6.75 | 338 | -0.29 | ||||
2025-07-30 | 13F | 原则财富合作伙伴有限责任公司 | 27,693 | -1.16 | 8,077 | 5.75 | ||||
2025-08-12 | 13F | 德意志银行\ | 343,685 | -72.76 | 100,239 | -70.85 | ||||
2025-07-18 | 13F | 佛蒙特州信托公司 | 7,031 | -0.10 | 2,051 | 6.88 | ||||
2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 2,940 | -38.94 | 858 | -34.68 | ||||
2025-05-07 | 13F/A | 对称投资有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 8,958 | -16.62 | 2,613 | -10.79 | ||||
2025-07-15 | 13F | 斯托克顿银行 | 3,458 | -0.95 | 1,009 | 5.99 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 74,795 | -3.36 | 21,815 | 3.41 | ||||
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 | 57,750 | -0.89 | 16,843 | 6.05 | ||||
2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 5,557 | -0.73 | 1,621 | 6.23 | ||||
2025-07-11 | 13F | 阿迪朗达克信托公司 | 2,797 | -1.13 | 816 | 5.71 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 14,934 | -1.07 | 4,356 | 5.24 | ||||
2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 403 | -95.69 | 110 | -95.47 | ||||
2025-07-23 | 13F | BankPlus 信托部 | 117 | -7.14 | 34 | 0.00 | ||||
2025-05-15 | 13F | 安吉利斯投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 1,305,016 | -4.11 | 380,621 | 2.61 | ||||
2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 704 | -12.87 | 205 | -6.82 | ||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 9,456 | -4.26 | 2,758 | 2.41 | ||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛美国股票洞察基金机构 | 5,142 | -68.26 | 1,500 | -66.06 | ||||
2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 30,493 | -0.19 | 8,894 | 6.80 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 19,213 | -0.43 | 5,604 | 6.54 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 4,996 | -6.65 | 1,457 | -0.07 | ||||
2025-08-26 | NP | 主要投资组合 - 标准普尔 500 指数主要投资组合 | 239,618 | -0.38 | 69,887 | 6.59 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 世界股票收入系列 | 1,558 | -40.31 | 454 | -36.15 | ||||
2025-05-12 | 13F | 莫顿社区银行 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 6,380 | -2.36 | 1,861 | 4.44 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 24,504 | -5.60 | 7,149 | 2.39 | ||||
2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 726 | -11.03 | 212 | -4.95 | ||||
2025-07-28 | 13F | 港口投资公司 | 2,983 | -1.26 | 870 | 5.71 | ||||
2025-08-05 | 13F | Citadel 投资咨询公司 | 8,411 | -5.56 | 2 | 0.00 | ||||
2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 1,613 | -4.61 | 470 | 2.17 | ||||
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 | 10,452 | -19.56 | 3,048 | -13.92 | ||||
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 | 562,207 | -0.90 | 152,988 | 4.94 | ||||
2025-08-12 | 13F | 联合银行 | 953 | -2.36 | 278 | 4.14 | ||||
2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 270 | -8.47 | 83 | 2.50 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 5,635 | -2.41 | 1,644 | 4.45 | ||||
2025-07-10 | 13F | 人民银行/堪萨斯州 | 7,467 | -0.99 | 2,178 | 5.94 | ||||
2025-07-30 | NP | AUSF - Global X 自适应美国因子 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 | 14,894 | -31.19 | 4,148 | -24.14 | ||||
2025-07-17 | 13F | 城市控股公司 | 749 | -18.59 | 218 | -12.80 | ||||
2025-07-14 | 13F | 加州遗产资本集团有限公司 | 4,010 | -1.86 | 1,170 | 5.03 | ||||
2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 151 | -29.11 | 44 | -24.14 | ||||
2025-04-29 | 13F | 佩森公司 | 131,926 | -0.98 | 35,960 | 2.44 | ||||
2025-06-24 | NP | JVAL - 摩根大通美国价值因子 ETF | 6,599 | -29.36 | 1,796 | -25.21 | ||||
2025-08-15 | 13F | 嘉实基金管理有限公司 | 66 | -77.08 | 0 | |||||
2025-08-14 | 13F | 头投资有限公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Optiver控股有限公司 | 0 | -100.00 | 0 | |||||
2025-05-22 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 87,193 | -6.60 | 23,767 | -3.38 | ||||
2025-06-27 | NP | RSPN - Invesco S&P 500 等权重工业 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 | 28,308 | -15.33 | 7,703 | -10.35 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 2,609 | -74.81 | 761 | -73.08 | ||||
2025-08-14 | 13F | 瑞银集团 | Put | 31,500 | -1.87 | 9,187 | 5.01 | |||
2025-08-14 | 13F | 瑞银集团 | 1,176,905 | -27.85 | 343,256 | -22.80 | ||||
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 | 409 | -6.62 | 105 | -17.32 | ||||
2025-07-10 | 13F | 三角证券财富管理 | 3,463 | -0.20 | 1,010 | 6.88 | ||||
2025-05-15 | 13F | 巴利亚斯尼资产管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-05-15 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 6,383 | -7.48 | 1,778 | 2.01 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 532,537 | -1.49 | 155,320 | 5.40 | ||||
2025-07-30 | 13F | Argonautica私人财富管理公司 | 10,143 | -2.53 | 2,958 | 4.30 | ||||
2025-08-08 | 13F | 资本投资咨询服务有限责任公司 | 2,104 | -3.22 | 614 | 3.55 | ||||
2025-08-25 | NP | GVALX - Gotham 大价值基金机构类别 | 141 | -84.33 | 41 | -83.27 | ||||
2025-08-07 | 13F | 米德兰财富顾问有限公司 | 2,306 | -10.76 | 673 | -4.55 | ||||
2025-08-12 | 13F | 催化剂基金管理有限公司 | 800 | -52.38 | 233 | -49.02 | ||||
2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 7,858 | -5.64 | 2,138 | -0.09 | ||||
2025-08-14 | 13F | 布拉格金融顾问公司 | 9,400 | -0.07 | 2,741 | 6.90 | ||||
2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 6,086 | -4.80 | 1,695 | 5.02 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 石板石财富有限责任公司 | 4,262 | -0.23 | 1 | 0.00 | ||||
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 | 82,875 | -1.29 | 22,552 | 4.52 | ||||
2025-08-01 | 13F | KS联合资本管理公司 | 3,247 | -51.08 | 947 | -47.71 | ||||
2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 2,257 | -35.39 | 658 | -30.88 | ||||
2025-08-29 | NP | Aim 可变保险基金(景顺可变保险基金)- Invesco Vi 等权重标普 500 基金系列 I | 3,443 | -1.43 | 1,004 | 5.46 | ||||
2025-08-14 | 13F | 大谷顾问集团有限公司 | 2,013 | -43.06 | 587 | -39.21 | ||||
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 | 2,812 | -10.98 | 820 | -4.76 | ||||
2025-08-05 | 13F | Castlekeep 投资顾问有限责任公司 | 4,600 | -5.10 | 1,342 | 1.51 | ||||
2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 4,588 | -19.34 | 1,278 | -11.07 | ||||
2025-07-29 | NP | 古根海姆战略机会基金 | 61 | -6.15 | 17 | 0.00 | ||||
2025-08-20 | 13F | 萨拉托加研究与投资管理 | 206,088 | -4.08 | 60,108 | 2.63 | ||||
2025-07-29 | 13F | 镇流器公司 | 0 | -100.00 | 0 | |||||
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 | 4,200 | -84.58 | 39 | -99.49 | ||||
2025-07-23 | 13F | 理查森资本管理有限责任公司 | 400 | -0.74 | 117 | 6.42 | ||||
2025-04-22 | 13F | 协同财务管理有限责任公司 | 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 | 518 | -12.35 | 151 | -6.21 | ||||
2025-08-11 | 13F | 西方财富管理有限责任公司 | 1,692 | -1.17 | 493 | 5.79 | ||||
2025-08-08 | 13F/A | 点燃规划师有限责任公司 | 1,630 | -9.70 | 487 | -0.61 | ||||
2025-07-17 | 13F | 肯塔基独立银行 | 8,602 | -2.05 | 2,509 | 4.81 | ||||
2025-08-15 | 13F | 战略投资顾问/MI | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 33,200 | -42.56 | 9,683 | -38.54 | |||
2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 1,292 | -3.65 | 377 | 3.01 | ||||
2025-04-28 | 13F | Fedenia 顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 3,598 | -5.61 | 1,049 | 0.96 | ||||
2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | AAUTX - Thrivent 大盘价值基金 A 类 | 97,026 | -10.83 | 26,403 | -5.58 | ||||
2025-07-24 | 13F | 莫斯利投资管理公司 | 1,329 | -16.15 | 387 | -10.21 | ||||
2025-06-27 | NP | HMCNX - 港湾中型基金投资者类别 | 8,332 | -1.05 | 2,267 | 4.81 | ||||
2025-05-09 | 13F | 施尼德资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | UniSuper管理有限公司 | 18,140 | -2.68 | 5,291 | 4.13 | ||||
2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 92,032 | -8.29 | 25,044 | -2.89 | ||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 2,396 | -12.90 | 699 | -6.81 | ||||
2025-07-15 | 13F | 杰普森财富管理有限公司 | 1,280 | -0.47 | 373 | 6.57 | ||||
2025-05-29 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 144 | -4.00 | 39 | 0.00 | ||||
2025-07-22 | 13F | 艾略特·芬克尔投资顾问有限责任公司 | 26,582 | -1.46 | 7,753 | 5.43 | ||||
2025-07-17 | 13F | 罗利资本管理公司 | 1,584 | -5.21 | 462 | 1.32 | ||||
2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 沃杜州银行 | 218 | -32.51 | 0 | |||||
2025-06-26 | NP | FZROX - 富达零总市场指数基金 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 | 115,947 | -0.31 | 31,551 | 5.56 | ||||
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 | 403,073 | -22.75 | 117,560 | -17.34 | ||||
2025-07-09 | 13F | 第一金融公司/in/ | 813 | -25.34 | 237 | -19.93 | ||||
2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 10,510 | -0.85 | 3,065 | 6.09 | ||||
2025-05-13 | 13F | 菲达托财富有限责任公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-12 | 13F | 贝莱德公司 | 16,538,442 | -1.64 | 4,823,602 | 5.24 | ||||
2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 58,793 | -1.44 | 16,373 | 8.66 | ||||
2025-04-28 | 13F | 凯普斯通财富管理集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | NP | FLCGX - QUANTEX FUND 零售类 | 34 | -67.62 | 10 | -67.86 | ||||
2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 613 | -5.98 | 179 | 0.56 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/Wellington 核心股权投资组合 A 类 | 41,202 | -35.17 | 12,017 | -30.64 | ||||
2025-07-29 | 13F | 地区金融公司 | 154,827 | -2.25 | 45,157 | 4.59 | ||||
2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 69,710 | -14.87 | 20,332 | -8.92 | ||||
2025-07-28 | 13F | 双树管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | 网关投资顾问有限公司 | 2,692 | -2.22 | 785 | 4.67 | ||||
2025-07-17 | 13F | 绿叶信托 | 5,636 | -10.45 | 1,644 | -4.20 | ||||
2025-08-28 | NP | ARIOX - 亚里士多德/索尔全球股票基金 I 类 | 2,150 | -2.27 | 627 | 4.67 | ||||
2025-07-28 | 13F | 国际金融公司顾问有限公司 | 801 | -2.32 | 234 | 4.48 | ||||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 48,952 | -7.36 | 13,633 | 2.14 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 7,780 | -15.65 | 2,269 | -9.75 | ||||
2025-05-15 | 13F | 哈里斯联合有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 945 | -1.05 | 276 | 5.77 | ||||
2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 2,384 | -4.87 | 695 | 1.76 | ||||
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 | 411 | -22.16 | 120 | -16.78 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 248 | -5.34 | 72 | 1.41 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 582 | -4.12 | 170 | 2.42 | ||||
2025-07-21 | 13F | 机械金融公司 | 8,424 | -0.39 | 2,457 | 6.55 | ||||
2025-05-14 | 13F | 量化投资管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | 新罕布什尔银行 | 1,386 | -2.05 | 404 | 4.94 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 29,454 | -1.16 | 8,591 | 5.76 | ||||
2025-08-12 | 13F | 富腾金融集团有限公司 | 2,699 | -29.47 | 787 | -24.54 | ||||
2025-07-08 | 13F | 遗产私人信托公司 | 1,994 | -7.69 | 582 | -1.19 | ||||
2025-04-14 | 13F | 摄政峰财富顾问有限责任公司 | 2,968 | -11.56 | 809 | -8.48 | ||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 1,692 | -14.07 | 493 | -8.02 | ||||
2025-04-30 | 13F | 纽约以色列贴现银行 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | 库欣资本合伙公司 | 2,568 | -5.48 | 749 | 1.22 | ||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力投资组合 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 | 11,712 | -4.65 | 3,416 | 2.00 | ||||
2025-08-11 | 13F | 花旗集团 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-11 | 13F | 花旗集团 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 86,771 | -30.33 | 25,308 | -25.45 | ||||
2025-04-25 | 13F | 凯恩投资集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 认证咨询公司 | 938 | -0.74 | 274 | 6.23 | ||||
2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 127 | -8.63 | 37 | 0.00 | ||||
2025-07-07 | 13F | 企业银行信托公司 | 8,377 | -2.27 | 2,443 | 4.58 | ||||
2025-06-24 | NP | JPUS - 摩根大通多元化回报美国股票ETF | 4,318 | -25.67 | 1,175 | -21.25 | ||||
2025-07-15 | 13F | 克兰布鲁克财富管理有限责任公司 | 50 | -21.88 | 15 | -17.65 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 104,041 | -8.54 | 30,345 | -2.14 | ||||
2025-07-22 | 13F | 铁马财富管理有限公司 | 68 | -2.86 | 20 | 0.00 | ||||
2025-07-18 | 13F | 联合银行 | 45,770 | -1.28 | 13,349 | 5.63 | ||||
2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | 1,949 | -42.76 | 568 | -38.79 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/摩根大通全球配置基金 (a) | 612 | -3.32 | 178 | 3.49 | ||||
2025-06-26 | NP | Dfa Investment Trust Co - 美国大盘价值系列 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 472,813 | -3.12 | 128,662 | 2.59 | ||||
2025-08-08 | 13F | Mv 资本管理公司 | 179 | -2.19 | 52 | 6.12 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 644,155 | -0.75 | 187,874 | 6.20 | ||||
2025-05-15 | 13F | 双树管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-05-12 | 13F | 第一美国信托公司、联邦安全局 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-07 | 13F | 西联银行 | 2,025 | -0.30 | 591 | 6.69 | ||||
2025-07-28 | NP | NBRVX - Neuberger Berman 中型内在价值基金投资者类别 | 1,008 | -3.82 | 281 | 6.06 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL S&P 500 指数基金 (I) | 2,535 | -2.16 | 739 | 4.67 | ||||
2025-08-11 | 13F | ARS 投资伙伴有限责任公司 | 7,378 | -1.65 | 2,152 | 8.86 | ||||
2025-07-22 | 13F | Gratus 财富顾问有限公司 | 854 | -2.29 | 249 | 4.62 | ||||
2025-07-23 | 13F | 马里兰州退休金系统 | 12,282 | -3.80 | 3,582 | 2.93 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 58,835 | -73.44 | 17 | -71.67 | ||||
2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 1,762 | -3.82 | 514 | 3.01 | ||||
2025-05-14 | 13F | Peak6有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 山顶控股公司 | 2,961 | -4.82 | 864 | 1.89 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 475 | -97.80 | 74 | 7.35 | ||||
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 | 9,310 | -7.31 | 2,533 | -1.86 | ||||
2025-05-05 | 13F | 科珀温德金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 438 | -4.78 | 128 | 1.60 | ||||
2025-04-23 | 13F | 萨巴尔信托公司 | 104,532 | -0.53 | 28,493 | 2.90 | ||||
2025-07-31 | 13F | 沃恩大卫投资公司/il | 33,680 | -1.15 | 10 | 0.00 | ||||
2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 1,357 | -1.24 | 396 | 13.83 | ||||
2025-08-14 | 13F | 纽波特信托公司 | 14,417,513 | -2.33 | 4,205,012 | 4.51 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 68,512 | -0.44 | 19,982 | 6.54 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,628 | -69.35 | 1,058 | -68.36 | ||||
2025-08-26 | NP | NANC - 不寻常的鲸鱼颠覆性民主交易 ETF | 672 | -7.05 | 196 | -1.02 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 66,872 | -8.31 | 19,504 | -1.90 | ||||
2025-08-13 | 13F | M&T银行公司 | 46,077 | -2.85 | 13,439 | 3.94 | ||||
2025-08-13 | 13F | 加纳资产管理公司 | 4,021 | -9.31 | 1,173 | -2.98 | ||||
2025-08-11 | 13F | 顾问资源委员会 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 谨慎人顾问有限责任公司 | 2,401 | -2.16 | 700 | 4.79 | ||||
2025-04-25 | 13F | 财富桥资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 协同投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 信托信托公司 | 24,566 | -3.92 | 7,165 | 2.81 | ||||
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 | 120,652 | -1.72 | 32,832 | 4.07 | ||||
2025-05-08 | 13F | 基本规划有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 1,701 | -0.70 | 496 | 6.44 | ||||
2025-08-13 | 13F | 资本研究全球投资者 | 6,940,714 | -0.99 | 2,024,326 | 5.94 | ||||
2025-06-18 | NP | REYX - Y 类股票收益基金 | 5,180 | -15.85 | 1,410 | -10.88 | ||||
2025-04-15 | 13F | InTrack投资管理公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 第一商业金融服务公司 | 9,805 | -5.05 | 2,860 | 1.60 | ||||
2025-08-25 | NP | 美国基金保险系列-全球平衡基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,978 | -3.33 | 2,327 | 3.42 | ||||
2025-05-22 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 51 | -84.64 | 14 | -85.06 | ||||
2025-07-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | |||||
2025-03-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 2,576 | -13.87 | 662 | -24.20 | ||||
2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
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 | 168,510 | -2.21 | 49,148 | 4.64 | ||||
2025-07-22 | NP | DGEFX - 目的地股票收益基金 I 类 | 6,878 | -11.03 | 1,915 | -1.90 | ||||
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 | 17,600 | -38.46 | 4,789 | -34.83 | ||||
2025-07-01 | 13F | 汇流投资管理有限公司 | 82,310 | -2.50 | 24,007 | 4.32 | ||||
2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 1,551 | -56.62 | 453 | -53.59 | ||||
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 | 6,120 | -5.57 | 1,785 | 1.02 | ||||
2025-08-28 | NP | GPIGX - GuidePath(R) 增长和收入基金 | 685 | -1.15 | 200 | 5.85 | ||||
2025-07-22 | NP | GLOV - 高盛 ActiveBeta(R) 世界低波动率股票 ETF | 8,121 | -13.22 | 2,262 | -4.32 | ||||
2025-08-13 | 13F | 哈弗福德信托公司 | 32,475 | -2.67 | 9,472 | 4.15 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 133,495 | -0.02 | 38,935 | 6.98 | ||||
2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 2,048 | -8.20 | 597 | 1.70 | ||||
2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 41,403 | -0.18 | 12,076 | 6.80 | ||||
2025-07-15 | 13F | 俄勒冈太平洋财富管理有限公司 | 4,131 | -1.46 | 1,205 | 5.43 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 14,045 | -2.36 | 4,096 | 4.46 | ||||
2025-04-21 | 13F | 引导资本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 | 771 | -4.70 | 225 | 1.82 | ||||
2025-05-07 | 13F | 维斯塔私人财富合作伙伴。有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-03 | 13F | 阿维斯特投资公司 | 6,407 | -41.32 | 1,869 | -37.23 | ||||
2025-08-14 | 13F | 犹他州退休系统 | 43,977 | -2.96 | 12,826 | 3.83 | ||||
2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 2,572 | -8.14 | 716 | 1.27 | ||||
2025-07-29 | 13F | 向量研究管理有限责任公司 | 7,767 | -0.69 | 2,265 | 6.29 | ||||
2025-08-20 | 13F | 肯塔基州退休系统 | 17,500 | -6.15 | 5,104 | 0.43 | ||||
2025-07-21 | 13F | 交易所资本管理公司 | 10,528 | -2.79 | 3,070 | 4.03 | ||||
2025-05-30 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 3,064 | -70.21 | 835 | -69.18 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - MFS 总回报投资组合 A 级 | 11,201 | -1.50 | 3,267 | 5.39 | ||||
2025-07-25 | NP | SCHV - 嘉信美国大盘价值 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 | 128,287 | -0.47 | 35,727 | 9.73 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 9,863 | -15.59 | 3 | -33.33 | ||||
2025-07-09 | 13F | 防波堤资本集团 | 6,778 | -0.06 | 1,977 | 6.93 | ||||
2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 0 | -100.00 | 0 | |||||
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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 2,825 | -1.40 | 824 | 5.38 | ||||
2025-08-14 | 13F | 安大略省投资管理公司 | 5,590 | -15.17 | 1,630 | -9.24 | ||||
2025-06-24 | NP | MTRAX - MainStay Income Builder 基金 A 类 | 12,762 | -2.70 | 3,473 | 3.03 | ||||
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 | 6,813 | -11.62 | 1,897 | -2.57 | ||||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 508 | -1.36 | 148 | 5.71 | ||||
2025-07-21 | 13F | 巴雷特公司 | 334 | -1.47 | 97 | 5.43 | ||||
2025-07-23 | 13F | 瓦尔马克顾问公司 | 7,033 | -1.69 | 2,051 | 5.18 | ||||
2025-08-13 | 13F | 城镇广场资本有限公司 | 2,630 | -93.06 | 767 | -92.58 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球研究投资组合初始类别 | 1,554 | -2.08 | 453 | 4.86 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 35,463 | -5.18 | 10,343 | 1.46 | ||||
2025-07-14 | 13F | 富达财富管理 | 103 | -2.83 | 30 | 3.57 | ||||
2025-04-28 | 13F | 主流资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 123,896 | -0.11 | 36,136 | 6.88 | ||||
2025-07-23 | 13F | 戈德西和吉布事务所 | 370 | -0.27 | 108 | 5.94 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 股权收益投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,146 | -5.67 | 6,459 | 0.94 | ||||
2025-08-01 | 13F | 杰克逊霍尔信托银行 | 3,377 | -3.49 | 985 | 11.44 | ||||
2025-07-15 | 13F | Bfsg 有限公司 | 21,126 | -0.14 | 6,162 | 6.85 | ||||
2025-05-12 | 13F | 桑迪泉银行 | 1,631 | -1.69 | 444 | 1.60 | ||||
2025-07-14 | 13F | 边缘财富管理有限责任公司 | 50,679 | -0.19 | 14,813 | 7.03 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 14,657 | -0.91 | 4,275 | 6.03 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 70 | -6.67 | 20 | 0.00 | ||||
2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 380 | -41.63 | 111 | -37.85 | ||||
2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 33,620 | -39.87 | 9,806 | -35.66 | ||||
2025-08-07 | 13F | 理查德杨有限公司 | 37,673 | -0.80 | 10,988 | 6.14 | ||||
2025-07-07 | 13F | 萨默塞特信托公司 | 14,794 | -0.60 | 4,315 | 6.33 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 108,799 | -2.61 | 31,732 | 4.21 | ||||
2025-07-10 | 13F | 管理顾问有限责任公司 | 857 | -7.45 | 250 | -1.19 | ||||
2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 39,363 | -3.05 | 10,962 | 6.88 | ||||
2025-08-13 | 13F | 正交资本有限公司 | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | 进化顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 安联保险 | 340 | -54.73 | 99 | -51.47 | ||||
2025-08-14 | 13F | 富国银行/百万 | 5,861,657 | -1.64 | 1,709,611 | 5.25 | ||||
2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 2,668 | -51.81 | 1 | -100.00 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 4,653 | -2.45 | 1,357 | 4.38 | ||||
2025-08-13 | 13F | 布朗咨询公司 | 46,144 | -1.93 | 13,458 | 4.94 | ||||
2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 21,201 | -1.61 | 5,904 | 8.47 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 6,700 | -0.24 | 1,954 | 6.78 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - Brighthouse/惠灵顿大型股研究投资组合 A 类 | 10,587 | -6.61 | 3,088 | -0.06 | ||||
2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 159 | -51.38 | 43 | -48.81 | ||||
2025-07-16 | 13F | 达科他财富管理 | 3,141 | -2.70 | 916 | 4.21 | ||||
2025-04-29 | NP | SVYAX - SIIT 美国管理波动性基金 - A 类 | 10,152 | -4.22 | 2,564 | -14.82 | ||||
2025-07-25 | 13F | 前列腺集团有限责任公司 | 2,847 | -0.42 | 830 | 6.55 | ||||
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 | 55,680 | -1.94 | 16,240 | 4.92 | ||||
2025-06-24 | NP | GAOAX - 摩根大通全球配置基金A级 | 1,924 | -19.23 | 524 | -14.54 | ||||
2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 9,618 | -9.49 | 2,805 | -3.14 | ||||
2025-07-31 | 13F | R平方有限公司 | 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 | 372 | -58.76 | 101 | -56.28 | ||||
2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 27,215 | -3.10 | 7,406 | 2.60 | ||||
2025-07-28 | 13F | 速递资本有限公司 | 6,381 | -0.79 | 1,861 | 6.16 | ||||
2025-07-28 | NP | SPXN - S&P 500 除金融 ETF | 361 | -4.24 | 101 | 5.26 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 980,088 | -1.95 | 285,852 | 4.91 | ||||
2025-07-24 | 13F | 康宁公司 | 123,256 | -10.38 | 35,949 | -4.11 | ||||
2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 748 | -7.54 | 218 | -0.91 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 15,460 | -58.01 | 4,509 | -55.06 | ||||
2025-04-09 | 13F | 机械银行信托部 | 0 | -100.00 | 0 | |||||
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 | 731 | -8.85 | 213 | -2.29 | ||||
2025-08-12 | 13F | 熵技术有限公司 | 27,432 | -6.94 | 8,001 | -0.44 | ||||
2025-08-25 | NP | SWP1Z - 嘉信标准普尔 500 指数投资组合 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,971 | -0.96 | 3,783 | 6.00 | ||||
2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 5,840 | -43.77 | 1,703 | -39.84 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 11,755 | -7.38 | 3,428 | -0.90 | ||||
2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 3,728 | -1.71 | 1,087 | 5.23 | ||||
2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 45 | -32.84 | 13 | -27.78 | ||||
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 | 2,165 | -27.88 | 632 | -22.86 | ||||
2025-05-14 | 13F | 哈德逊湾资本管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 6,124 | -8.76 | 1,786 | -2.35 | ||||
2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 1,924 | -4.89 | 567 | 2.90 | ||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 30,000 | -89.51 | 8,750 | -88.77 | ||||
2025-08-28 | NP | GPAFX - Victory RS 大盘 Alpha 基金 A 类 | 21,830 | -0.09 | 6,367 | 6.90 | ||||
2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 2,473 | -1.71 | 721 | 5.26 | ||||
2025-07-17 | 13F | LVW 顾问有限责任公司 | 8,219 | -12.68 | 2,397 | -6.55 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 2,259 | -70.38 | 659 | -69.45 | ||||
2025-08-13 | 13F | SCS资本管理有限责任公司 | 1,515 | -5.43 | 442 | 1.15 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - ON 联合战略价值股息投资组合 | 3,768 | -28.72 | 1,099 | -23.75 | ||||
2025-08-28 | NP | FITE - SPDR S&P Kensho 未来证券 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 | 2,870 | -31.24 | 837 | -26.39 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 27,210 | -8.21 | 7,936 | -1.78 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 194,159 | -0.38 | 56,628 | 6.59 | ||||
2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 10,859 | -4.15 | 3,167 | 2.56 | ||||
2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 3,684 | -4.34 | 1,074 | 2.38 | ||||
2025-08-11 | 13F | Primecap 管理公司/ca/ | 534,680 | -11.31 | 155,945 | -5.10 | ||||
2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 28,025 | -1.95 | 8,174 | 4.92 | ||||
2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 70,477 | -0.12 | 20,555 | 6.87 | ||||
2025-08-01 | 13F | 奥斯曼资本公司 | 2,256 | -1.96 | 658 | 4.78 | ||||
2025-08-11 | 13F | 科维斯特有限公司 | 617 | -7.50 | 0 | |||||
2025-08-14 | 13F | 夏威夷银行 | 6,904 | -17.40 | 2,014 | -11.63 | ||||
2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 12,082 | -2.06 | 3,288 | 3.69 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - MFS 价值基金 1 级 | 48,541 | -29.93 | 14,157 | -25.02 | ||||
2025-07-21 | 13F | 资本规划有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -23 | -7 | |||||
2025-08-05 | 13F | TSFG有限公司 | 503 | -4.73 | 0 | |||||
2025-08-14 | 13F | 沃特斯帕克森有限公司 | 722 | -25.72 | 211 | -20.45 | ||||
2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 28,737 | -1.73 | 8,381 | 5.14 | ||||
2025-07-07 | 13F | 班戈储蓄银行 | 4,953 | -7.09 | 1,445 | -0.62 | ||||
2025-08-14 | 13F | 迪尔伯恩合伙公司 | 46,225 | -16.50 | 13,482 | -10.66 | ||||
2025-06-27 | NP | POGRX - PRIMECAP奥德赛成长基金 | 15,950 | -14.89 | 4,340 | -9.87 | ||||
2025-07-08 | 13F | GK财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 32 | -79.35 | 9 | -80.00 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 53,769 | -17.85 | 15,682 | -12.10 | ||||
2025-07-15 | 13F | 梧桐金融顾问公司 | 2,100 | -0.05 | 612 | 6.99 | ||||
2025-06-27 | NP | POSKX - PRIMECAP Odyssey 股票基金 | 19,670 | -52.07 | 5,353 | -49.25 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 170,634 | -1.69 | 49,767 | 5.19 | ||||
2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 968 | -13.73 | 283 | -7.84 | ||||
2025-05-06 | 13F | 财务与税务建筑师有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | NP | PY - 主要股东收益率指数 ETF | 6,698 | -13.42 | 1,954 | 4.72 | ||||
2025-08-13 | 13F | 布兰德斯投资合伙公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 基梅尔曼贝尔德有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | MEIAX - MFS价值基金A | 3,795,665 | -8.94 | 1,057,055 | 0.40 | ||||
2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 1,630 | -8.43 | 475 | -2.06 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 29,648 | -5.04 | 8,081 | -1.76 | ||||
2025-07-11 | 13F | 梅里韦瑟财富与规划有限责任公司 | 3,596 | -1.96 | 1,049 | 4.90 | ||||
2025-08-14 | 13F | 格柏川崎财富与投资管理 | 1,696 | -26.77 | 495 | -21.71 | ||||
2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 651 | -8.05 | 190 | -1.56 | ||||
2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 1,059 | -24.89 | 309 | -19.79 | ||||
2025-06-26 | NP | FNILX - 富达零大盘指数基金 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 | 62,677 | -0.20 | 17,056 | 5.68 | ||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 6,145 | -2.17 | 1,792 | 4.67 | ||||
2025-07-29 | NP | VINAX - 先锋工业指数基金 Admiral Shares | 243,165 | -5.13 | 67,719 | 4.60 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 85,671 | -3.37 | 24,987 | 3.40 | ||||
2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | Haven Private, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 131,272 | -2.12 | 38 | 5.56 | ||||
2025-07-21 | 13F | Credential证券公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 嘉德财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 科顿资本公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 3,548 | -4.62 | 1,035 | 1.97 | ||||
2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 1,228 | -7.11 | 358 | -0.56 | ||||
2025-07-28 | NP | VBCVX - 系统价值基金 | 20,113 | -1.51 | 5,601 | 8.59 | ||||
2025-04-28 | 13F | Hgk资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 9,895 | -12.22 | 2,693 | -7.04 | ||||
2025-07-30 | 13F | Securian 资产管理公司 | 13,182 | -1.74 | 3,845 | 5.14 | ||||
2025-07-16 | 13F | Kingsman财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,145 | -0.83 | 4,126 | 6.12 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 326,100 | -9.34 | 95,110 | -3.00 | |||
2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 940 | -29.90 | 274 | -24.93 | ||||
2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 22,951 | -2.20 | 6,392 | 7.81 | ||||
2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 61,742 | -1.62 | 18,008 | 5.26 | ||||
2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 5,107 | -9.34 | 1,490 | -3.00 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 3,815 | -12.54 | 1,113 | -6.48 | ||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 2,724 | -1.20 | 794 | 5.73 | ||||
2025-06-18 | NP | NWJCX - 全国 Ziegler NYSE Arca Tech 100 指数基金 A 类 | 35,145 | -3.47 | 9,564 | 2.21 | ||||
2025-08-13 | 13F | 纽约州共同退休基金 | 322,436 | -7.49 | 94 | -1.05 | ||||
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 | 8,628 | -1.35 | 2,516 | 5.58 | ||||
2025-04-15 | 13F | 资本咨询集团咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 730 | -6.65 | 213 | -0.47 | ||||
2025-07-22 | 13F | 贝尔普安特资产管理有限责任公司 | 3,961 | -1.10 | 1,155 | 5.87 | ||||
2025-08-08 | 13F | 贝拉德公司 | 3,401 | -2.99 | 992 | 3.77 | ||||
2025-08-13 | 13F | 北方信托公司 | 2,469,525 | -3.48 | 720,262 | 3.28 | ||||
2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 5,580 | -2.41 | 1,627 | 4.43 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - MFS 价值投资组合 A 类 | 174,677 | -3.17 | 50,946 | 3.61 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 468 | -12.36 | 136 | -6.21 | ||||
2025-07-02 | 13F | 第一金融银行-信托部 | 1,451 | -1.29 | 423 | 5.75 | ||||
2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 1,544,012 | -1.29 | 450,327 | 5.62 | ||||
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 | 540,931 | -5.04 | 147,198 | 0.56 | ||||
2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 4,467 | -0.80 | 1,303 | 6.11 | ||||
2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 4,624 | -17.22 | 1,258 | -12.33 | ||||
2025-07-24 | 13F | Cyndeo 财富合作伙伴有限责任公司 | 1,246 | -1.58 | 363 | 5.22 | ||||
2025-08-27 | NP | OFAFX - Olstein 全市值基金顾问级 | 31,000 | -6.06 | 9,041 | 0.51 | ||||
2025-05-15 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 1,722 | -12.23 | 502 | -5.99 | ||||
2025-07-10 | 13F | 安全资产管理有限责任公司 | 4,813 | -38.01 | 1,404 | -33.70 | ||||
2025-07-28 | 13F | 切萨皮克财富管理 | 3,412 | -0.44 | 995 | 6.53 | ||||
2025-06-25 | NP | FXR - 第一信托工业/耐用品生产商 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 | 31,340 | -13.65 | 8,528 | -8.57 | ||||
2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 50,862 | -2.15 | 14,834 | 4.70 | ||||
2025-06-30 | NP | SZNE - Pacer CFRA-Stovall 等权季节性轮换 ETF | 263 | -30.24 | 72 | -26.04 | ||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 40,754 | -62.91 | 11,997 | -60.18 | ||||
2025-06-24 | NP | EPSPX - MainStay Epoch 全球股票收益基金 A 类 | 14,861 | -2.03 | 4,044 | 3.72 | ||||
2025-07-25 | 13F | 瑞迪财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 奥斯特鲁姆资产管理公司 | 13,032 | -2.15 | 3,801 | 4.68 | ||||
2025-08-14 | 13F | 明治安田生命保险公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | Amplify ETF 信托 - Amplify 网络安全 ETF | 406,534 | -4.95 | 118,570 | 1.71 | ||||
2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 1,410 | -3.42 | 393 | 6.52 | ||||
2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 272 | -26.88 | 79 | -21.78 | ||||
2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 17,772 | -35.56 | 5,183 | -31.06 | ||||
2025-08-14 | 13F | Polymer资本管理(美国)有限责任公司 | 746 | -56.83 | 218 | -53.93 | ||||
2025-08-19 | 13F/A | 皮特凯恩郡 | 1,348 | -17.85 | 393 | -12.08 | ||||
2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 504 | -11.27 | 137 | -5.52 | ||||
2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,978 | -69.94 | 2,222 | -66.87 | ||||
2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 信诺投资公司/新 | 2,433 | -9.52 | 1 | |||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 20,117 | -18.56 | 6,269 | -6.91 | ||||
2025-08-14 | 13F | 达美全球管理有限公司 | 5,679 | -40.52 | 1,656 | -36.36 | ||||
2025-07-02 | 13F | 资本市场策略有限责任公司 | 872 | -31.45 | 254 | -26.59 | ||||
2025-08-11 | 13F | 洛布罗肯布罗公司 | 11,460 | -0.35 | 3,342 | 6.64 | ||||
2025-07-17 | 13F | XML 金融有限责任公司 | 6,986 | -0.07 | 2,038 | 6.93 | ||||
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 | 3,074 | -9.61 | 897 | -3.34 | ||||
2025-08-14 | 13F | Numerai GP 有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 布鲁姆资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 41,960 | -2.76 | 12,238 | 4.05 | ||||
2025-08-28 | NP | TPLC - Timothy Plan 美国大盘核心 ETF | 4,775 | -6.32 | 1,393 | 0.22 | ||||
2025-08-26 | NP | TFPN - 蓝图切萨皮克多资产趋势 ETF | 1,062 | -141.07 | 310 | -143.89 | ||||
2025-07-23 | 13F | 哈迪里德有限责任公司 | 1,317 | -0.53 | 384 | 6.67 | ||||
2025-08-14 | 13F | 格伦鹰顾问有限公司 | 79 | -38.76 | 23 | -34.29 | ||||
2025-06-25 | NP | GSELX - 高盛美国股票洞察基金机构 | 44,012 | -14.43 | 11,977 | -9.38 | ||||
2025-07-31 | 13F | 彼得森财富服务 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 弗兰克,里默曼顾问有限责任公司 | 2,097 | -0.10 | 612 | 6.82 | ||||
2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 3,098 | -7.72 | 904 | -1.31 | ||||
2025-06-26 | NP | MSTVX - 晨星另类基金 | 8 | -69.23 | 2 | -66.67 | ||||
2025-08-14 | 13F | 字幕管理有限责任公司 | 15,265 | -50.12 | 4,452 | -46.63 | ||||
2025-08-13 | 13F | 第1832章 | 9,094 | -32.89 | 2,652 | -28.19 | ||||
2025-04-17 | 13F | 信任点公司 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 克莱顿金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-10 | 13F | 巅峰财务顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | FFT财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 恒线顾问公司 | 488,951 | -2.00 | 142,607 | 4.86 | ||||
2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 5,855 | -24.39 | 1,708 | -19.10 | ||||
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 | 5,523 | -10.22 | 1,611 | -3.94 | ||||
2025-08-11 | 13F | Lummis 资产管理有限合伙人 | 15,003 | -0.62 | 4,482 | 9.00 | ||||
2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 636 | -22.53 | 173 | -17.62 | ||||
2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio I 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | PFW 顾问有限责任公司 | 3,791 | -4.12 | 1,106 | 2.60 | ||||
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 | 3,201,371 | -0.95 | 891,550 | 9.20 | ||||
2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 4,973 | -2.16 | 1,450 | 4.69 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 19,214 | -1.50 | 6 | 0.00 | ||||
2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 9,527 | -12.22 | 2,592 | -7.06 | ||||
2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 量化资本有限公司 | 3,930 | -18.12 | 1,146 | -12.39 | ||||
2025-07-30 | 13F | Greatmark 投资伙伴公司 | 24,187 | -1.36 | 7,054 | 5.55 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 433,497 | -33.62 | 126,434 | -28.98 | ||||
2025-08-14 | 13F | 泛美金融顾问公司 | 2,556 | -2.37 | 745 | |||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 180,100 | -23.17 | 52,528 | -17.79 | |||
2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 2,454 | -4.36 | 716 | 2.29 | ||||
2025-07-30 | 13F | 受托家族办公室有限责任公司 | 1,694 | -2.25 | 494 | 4.66 | ||||
2025-07-18 | 13F | 帕森斯资本管理公司/ri | 881 | -3.82 | 257 | 2.81 | ||||
2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 272,997 | -0.58 | 80 | 6.76 | ||||
2025-07-31 | 13F | 新泽西州共同养老基金 D | 76,059 | -2.34 | 22,183 | 4.49 | ||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 5,787 | -36.37 | 1,688 | -31.95 | ||||
2025-05-15 | 13F | 德肖公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 41 | -14.58 | 11 | -8.33 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 27,812 | -18.43 | 8,112 | -12.72 | ||||
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 | 558 | -66.12 | 163 | -63.84 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 2,630 | -0.45 | 767 | 6.53 | ||||
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 | 3,055,086 | -0.57 | 891,046 | 6.39 | ||||
2025-08-19 | 13F | 新桥金融服务集团有限公司 | 374 | -3.61 | 109 | 3.81 | ||||
2025-05-14 | 13F | 入口点资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 明星金融银行 | 820 | -11.83 | 239 | -5.53 | ||||
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 | 653,953 | -0.58 | 190,732 | 6.38 | ||||
2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 1,006 | -2.90 | 293 | 3.90 | ||||
2025-07-08 | 13F | 巴德金融服务公司 | 11,500 | -2.50 | 3,354 | 4.32 | ||||
2025-08-14 | 13F | 高盛集团公司 | Put | 29,900 | -40.67 | 8,721 | -36.53 | |||
2025-08-14 | 13F | 橡子财富顾问有限责任公司 | 836 | -0.12 | 244 | 6.58 | ||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 3,719 | -2.41 | 1,085 | 4.43 | ||||
2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 1,714 | -52.89 | 500 | -49.65 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 4,713 | -6.32 | 1,375 | 0.22 | ||||
2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 摩根登普西资本管理有限公司 | 22,935 | -0.81 | 6,689 | 6.14 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 8,012 | -0.52 | 2,337 | 6.42 | ||||
2025-07-16 | 13F | LS 投资顾问有限责任公司 | 12,091 | -0.90 | 3,526 | 6.05 | ||||
2025-08-14 | 13F | 高盛集团公司 | Call | 39,100 | -25.10 | 11,404 | -19.86 | |||
2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 5,968 | -0.85 | 1,741 | 6.10 | ||||
2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 使命财富管理有限公司 | 15,977 | -1.03 | 4,660 | 5.89 | ||||
2025-06-26 | NP | AABFX - Thrivent 平衡收益加基金 A 类 | 1,349 | -12.00 | 367 | -6.62 | ||||
2025-07-30 | 13F | 费尔威财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-01 | 13F | 斯蒂尔沃特财富管理集团 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 鹏瑞利投资顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 279,576 | -3.78 | 81,541 | 2.95 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通全球主动配置投资组合 B 类 | 2,340 | -4.49 | 682 | 2.25 | ||||
2025-08-05 | 13F | 维瑞特资产管理公司 | 1,708 | -48.80 | 498 | -45.21 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 总回报投资组合 1 级 | 9,305 | -0.95 | 2,532 | 4.89 | ||||
2025-06-18 | NP | NWFAX - 全国基金A类 | 10,673 | -20.29 | 2,904 | -15.58 | ||||
2025-05-09 | 13F | 阿瓦隆信托公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 独角鲸资本管理公司 | 41,392 | -9.28 | 12,072 | -2.93 | ||||
2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 172 | -8.02 | 47 | -6.12 | ||||
2025-08-08 | 13F | 费尔班克斯资本管理公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | NP | ZDIVX - Zacks 股息基金投资者类别股份 | 5,123 | -7.41 | 1,427 | 2.08 | ||||
2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 2,172 | -10.32 | 640 | -4.34 | ||||
2025-07-29 | 13F | 联合银行 | 7,899 | -0.14 | 2,304 | 6.82 | ||||
2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 2,005 | -0.69 | 585 | 6.18 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | 石屋投资管理有限公司 | 407 | -8.13 | 119 | -1.67 | ||||
2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 1,011 | -0.20 | 295 | 6.52 | ||||
2025-08-07 | 13F | 传统财务顾问公司 | 2,234 | -50.61 | 652 | -47.16 | ||||
2025-06-26 | NP | KCEVX - Knights of Columbus 多头/空头股票基金投资者股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-28 | 13F | 金融倡导者投资管理 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 17,334 | -38.90 | 5,064 | -34.51 | ||||
2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 196 | -7.55 | 53 | -1.85 | ||||
2025-07-09 | 13F | 伍德斯托克公司 | 6,119 | -0.20 | 1,785 | 6.76 | ||||
2025-07-24 | 13F | 东方银行 | 16 | -98.42 | 5 | -98.55 | ||||
2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 2,402 | -32.96 | 701 | -28.28 | ||||
2025-07-02 | 13F | 挪威储蓄银行 | 3,983 | -4.19 | 1,162 | 2.47 | ||||
2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 333 | -2.63 | 97 | 4.30 | ||||
2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 621 | -25.09 | 0 | |||||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 1,024 | -33.12 | 285 | -26.17 | ||||
2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 6,500 | -2.99 | 1,896 | 3.78 | ||||
2025-06-23 | NP | IDPIX - 工业超行业深度投资者类别 | 240 | -31.62 | 65 | -27.78 | ||||
2025-04-10 | 13F | 本森投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 1,549 | -4.26 | 452 | 2.50 | ||||
2025-04-10 | 13F | 费玛塔顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 1,163 | -11.42 | 339 | -5.04 | ||||
2025-05-01 | 13F | 谢克特投资顾问有限公司 | 5,350 | -4.91 | 1,458 | -1.62 | ||||
2025-05-06 | 13F | Fpc 投资咨询有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 哈特福德基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 南方平原金融公司 | 3,764 | -3.78 | 1,098 | 2.91 | ||||
2025-08-12 | 13F | Mediolanum国际基金有限公司 | 14,117 | -31.22 | 4,104 | -25.68 | ||||
2025-08-13 | 13F | 费城信托公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 10,703 | -2.11 | 3,122 | 4.73 | ||||
2025-08-26 | NP | FTDS - 第一信托全美国市场 AlphaDEX 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 | 1,727 | -11.93 | 504 | -5.81 | ||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 165 | -17.91 | 48 | -11.11 | ||||
2025-06-26 | NP | TMCVX - Thrivent 中型价值基金 S 级 | 883 | -2.00 | 240 | 3.90 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 1,148 | -5.36 | 335 | 1.21 | ||||
2025-08-07 | 13F | Gryphon 金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 克劳利财富管理有限公司 | 2,219 | -0.67 | 647 | 6.41 | ||||
2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 密钥银行国家协会/哦 | 15,523 | -4.23 | 4,527 | 2.49 | ||||
2025-08-12 | 13F | 寻路金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | MSFRX - MFS 总回报基金 A | 147,037 | -1.03 | 42,885 | 5.89 | ||||
2025-08-14 | 13F | 西特投资联营公司 | 9,482 | -10.01 | 3 | 0.00 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 收入与成长基金初始类别 | 5,803 | -15.79 | 1,693 | -9.90 | ||||
2025-08-26 | NP | NQGAX - Nuveen NWQ 全球股票收益基金 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 | 6,215 | -3.85 | 1,813 | 2.90 | ||||
2025-08-21 | NP | MXMVX - Great-West 中盘价值基金投资者类别 | 1,876 | -89.00 | 547 | -88.23 | ||||
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 | 1,848 | -7.55 | 539 | -1.10 | ||||
2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 4,671 | -2.22 | 1,362 | 4.61 | ||||
2025-07-29 | 13F | 曼彻斯特金融公司 | 1,225 | -3.01 | 357 | 3.78 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus 投资组合 A 类 | 830 | -11.98 | 242 | -5.84 | ||||
2025-07-25 | NP | ACWV - iShares Edge MSCI 最小成交量全球 ETF | 20,376 | -1.49 | 5,675 | 8.59 | ||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 850 | -30.27 | 237 | -23.13 | ||||
2025-06-05 | 13F | 西姆有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 2,807 | -6.40 | 819 | 0.12 | ||||
2025-08-04 | 13F | 卡雷特资产管理有限公司 | 1,925 | -1.53 | 561 | 5.45 | ||||
2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 68,591 | -2.42 | 19,102 | 7.57 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 276,980 | -4.51 | 80,781 | 2.17 | ||||
2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 123 | -13.99 | 36 | -7.89 | ||||
2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 1,925 | -4.04 | 561 | 2.75 | ||||
2025-08-01 | 13F | 贝西默集团公司 | 7,773 | -6.50 | 2 | 0.00 | ||||
2025-08-05 | 13F | iA全球资产管理公司 | 1,532 | -1.10 | 0 | |||||
2025-08-06 | 13F | 股权投资公司 | 301,519 | -1.62 | 87,941 | 5.27 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | RBCGX - 雷诺蓝筹成长基金 | 200 | -27.27 | 58 | -26.58 | ||||
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 | 2,011 | -2.33 | 560 | 7.69 | ||||
2025-08-08 | 13F | 公民金融集团公司/ri | 7,666 | -11.64 | 2,236 | -5.46 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 3,748 | -18.56 | 1,093 | -12.84 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 182,517 | -7.10 | 53,233 | -0.60 | ||||
2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 84,070 | -12.37 | 24,520 | -6.24 | ||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 35,324 | -0.58 | 10,303 | 6.38 | ||||
2025-05-15 | 13F | 两个西格玛证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | UNIVEST金融公司 | 1,274 | -2.82 | 372 | 3.92 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 830,552 | -10.86 | 242,239 | -4.62 | ||||
2025-06-23 | NP | IYJ - iShares 美国工业 ETF | 62,127 | -4.06 | 16,906 | 1.59 | ||||
2025-07-23 | NP | CRTC - Xtrackers 美国国家关键技术 ETF | 1,639 | -3.87 | 456 | 6.05 | ||||
2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 5,640 | -0.41 | 1,660 | 6.62 | ||||
2025-05-22 | NP | GARIX - Gotham 绝对回报基金机构级 | 5,097 | -50.74 | 1,389 | -49.05 | ||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 4,184 | -6.13 | 1,300 | 7.35 | ||||
2025-07-22 | 13F | 伯克希尔资金管理公司 | 989 | -6.61 | 288 | 0.00 | ||||
2025-07-16 | 13F | ORG 财富合伙人有限公司 | 447 | -7.84 | 132 | -0.76 | ||||
2025-07-21 | 13F | 安角储蓄银行 | 5,631 | -3.60 | 1,642 | 3.14 | ||||
2025-04-02 | 13F | 马库姆财富有限责任公司 | 852 | -10.22 | 232 | -7.20 | ||||
2025-04-15 | 13F | BancFirst信托与投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | 托丽有限公司 | 37,672 | -32.77 | 10,987 | -28.07 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 31,670 | -9.69 | 9,237 | -3.38 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 24,001 | -22.69 | 7,000 | -17.28 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 7,337 | -3.22 | 2,155 | 4.26 | ||||
2025-05-15 | 13F | 两个西格玛证券有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-28 | 13F | 彭定康公司/TN | 2,016 | -2.84 | 588 | 4.07 | ||||
2025-08-14 | 13F | 贝克尔资本管理公司 | 83,379 | -0.02 | 24,318 | 6.98 | ||||
2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 3,723 | -50.46 | 1,037 | -45.42 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 54,056 | -0.87 | 15,766 | 6.07 | ||||
2025-08-11 | 13F | 佳能顾问公司 | 1,400 | -30.31 | 408 | -25.41 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 643,092 | -5.11 | 187,564 | 1.54 | ||||
2025-08-18 | NP | 太平洋精选基金 - 价值优势投资组合 I 类 | 21,993 | -4.67 | 6,414 | 2.00 | ||||
2025-06-26 | NP | TISPX - TIAA-CREF S&P 500 指数基金机构类别 | 54,294 | -3.05 | 14,774 | 2.66 | ||||
2025-07-30 | 13F | 第一公民银行和信托公司 | 728 | -8.20 | 212 | -1.85 | ||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 63 | -38.83 | 18 | -35.71 | ||||
2025-08-08 | 13F | 尼克松皮博迪信托公司 | 55,958 | -1.58 | 16,321 | 5.30 | ||||
2025-06-27 | NP | HAVLX - 港湾大型价值基金机构类别 | 95,900 | -25.95 | 26,096 | -21.58 | ||||
2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 281 | -76.39 | 82 | -75.00 | ||||
2025-05-15 | 13F | Lgl 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
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 | 133,633 | -12.95 | 38,975 | -6.86 | ||||
2025-04-28 | 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-22 | 13F | 哈特兰银行信托公司 | 0 | -100.00 | 0 | |||||
2025-03-27 | NP | HBLAX - 哈特福德平衡收入基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 4,608 | -1.85 | 1,344 | 5.08 | ||||
2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 333 | -2.92 | 93 | 6.98 | ||||
2025-07-29 | 13F | 奥尔门罗投资管理公司 | 1,202 | -5.87 | 351 | 0.57 | ||||
2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 399 | -5.67 | 116 | 0.87 | ||||
2025-07-30 | 13F | 第一州际银行 | 2,223 | -3.14 | 648 | 3.68 | ||||
2025-05-29 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | DAACX - 多元化股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-05 | 13F | 恩瓦姆有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | EXI - iShares 全球工业 ETF | 28,918 | -11.92 | 8,434 | -5.74 | ||||
2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 37,274 | -27.28 | 10,871 | -22.19 | ||||
2025-07-24 | 13F | 美国合众银行\de\ | 108,150 | -0.77 | 31,543 | 6.18 | ||||
2025-05-27 | NP | Securian Funds Trust - SFT Wellington 核心股票基金 1 级 | 3,871 | -6.63 | 1,055 | -3.39 | ||||
2025-05-14 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 321 | -0.93 | 94 | 5.68 | ||||
2025-08-11 | 13F | Sharpepoint 有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 摩根大通股票收益投资组合 1 级 | 47,991 | -7.66 | 13,059 | -2.22 | ||||
2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 790 | -0.63 | 200 | -11.56 | ||||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Call | 800 | -81.82 | 233 | -80.57 | |||
2025-08-14 | 13F | Point72(迪拜国际金融中心)有限公司 | Put | 1,400 | -51.72 | 408 | -48.35 | |||
2025-08-04 | 13F | 科瓦克顾问公司 | 2,145 | -6.41 | 626 | 0.16 | ||||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 7,552 | -59.29 | 2,203 | -56.45 | ||||
2025-08-12 | 13F | 卡温顿投资顾问公司 | 1,847 | -3.75 | 1 | |||||
2025-08-14 | 13F | Mbb 公共市场 I Llc | 993 | -18.20 | 290 | -12.42 | ||||
2025-07-21 | 13F | 昆特资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 990 | -5.08 | 289 | 1.41 | ||||
2025-08-28 | NP | TPHE - Timothy Plan 高股息股票增强型 ETF | 990 | -67.63 | 289 | -65.43 | ||||
2025-06-27 | NP | PPA - 景顺航空航天与国防 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 | 799,109 | -6.46 | 217,454 | -0.95 | ||||
2025-07-09 | 13F | 拉德诺资本管理有限公司 | 6,583 | -1.30 | 2 | 0.00 | ||||
2025-08-07 | 13F | 指导资本公司 | 3,484 | -1.22 | 1,083 | 12.47 | ||||
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 | 62,225 | -2.56 | 16,933 | 3.18 | ||||
2025-07-25 | 13F | 芝加哥期权交易所背心金融有限责任公司 | 201,790 | -2.31 | 58,854 | 4.53 | ||||
2025-04-28 | 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 64,647 | -88.00 | 18,855 | -87.16 | ||||
2025-03-26 | NP | ALBAX - 阿尔及尔增长与收益基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-30 | NP | 两条道路共享信任 - Hypatia 女性首席执行官 ETF | 83 | -4.60 | 23 | 0.00 | ||||
2025-04-28 | 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | 清港资产管理有限责任公司 | 1,776 | -0.56 | 518 | 6.38 | ||||
2025-07-24 | 13F | 韦弗资本管理有限公司 | 776 | -3.36 | 226 | 3.67 | ||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | 11,215 | -58.55 | 3,271 | -55.66 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 331 | -4.34 | 97 | 2.13 | ||||
2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 8,637 | -13.68 | 2,519 | -6.98 | ||||
2025-08-13 | 13F | 胜利资本管理公司 | 163,039 | -16.11 | 47,552 | -10.23 | ||||
2025-08-13 | 13F | 德纳投资顾问公司 | 14,572 | -0.27 | 4,250 | 6.73 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 101 | -1.94 | 29 | 11.54 | ||||
2025-05-27 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 增长投资组合初始类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | 北极星资本管理有限责任公司 | 110,254 | -5.89 | 32,157 | 0.70 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 12,600 | -60.99 | 3,675 | -58.27 | |||
2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁收入创造者投资组合初始类别 | 6,205 | -1.41 | 1,810 | 5.48 | ||||
2025-08-12 | 13F | Ci投资公司 | 18,709 | -1.02 | 5 | 0.00 | ||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 11,300 | -17.52 | 3,296 | -11.76 | |||
2025-08-14 | 13F | 卡塔纳资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-06-30 | NP | PTLC - Pacer Trendpilot 美国大盘 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 永美财富管理有限公司 | 1,199 | -4.00 | 350 | 2.65 | ||||
2025-08-07 | 13F | 纳维利尔联合公司 | 10,415 | -0.66 | 3,038 | 6.45 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 218 | -18.66 | 64 | -13.70 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 30,356 | -0.20 | 8,854 | 6.79 | ||||
2025-08-07 | 13F | 阿塔拉金融公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 803 | -21.04 | 234 | -15.52 | ||||
2025-07-21 | 13F | 格拉西投资管理公司 | 10,650 | -5.12 | 3 | 0.00 | ||||
2025-07-30 | 13F | 布鲁克斯通资本管理公司 | 27,331 | -2.19 | 7,971 | 4.66 | ||||
2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 855 | -10.00 | 249 | -3.49 | ||||
2025-07-24 | 13F | 洞察投资有限责任公司 | 7,560 | -4.05 | 2,205 | 2.65 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 595 | -9.30 | 174 | -2.81 | ||||
2025-08-11 | 13F | 独立顾问联盟 | 21,830 | -0.46 | 6,367 | 6.51 | ||||
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 | 10,476 | -3.68 | 3,055 | 3.07 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 500 | -16.67 | 146 | -11.04 | |||
2025-03-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | Short | -4,900 | -1,259 | |||||
2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 1,347 | -1.10 | 393 | 5.66 | ||||
2025-08-26 | NP | NOSIX - 北方股票指数基金 | 74,153 | -3.50 | 21,627 | 3.25 | ||||
2025-08-22 | NP | BTAL - AGFiQ 美国市场中性反贝塔基金 | 5,010 | -20.32 | 1,461 | -14.71 | ||||
2025-07-29 | 13F | WCM投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-05-23 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 680 | -52.48 | 185 | -50.93 | ||||
2025-03-27 | NP | HQIAX - 哈特福德股票收益基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | NP | OMFL - Invesco Russell 1000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 22,080 | -2.59 | 6,149 | 7.41 | ||||
2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 4,011 | -8.32 | 1,117 | 1.09 | ||||
2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 2,830 | -6.60 | 770 | -1.03 | ||||
2025-07-31 | 13F | 180 财富顾问有限公司 | 3,167 | -1.83 | 924 | 5.01 | ||||
2025-04-29 | NP | LSOFX - LS 机会基金 - 机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
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 | 636 | -64.05 | 185 | -61.62 | ||||
2025-08-07 | 13F | 英杰华公司 | 5,431 | -8.57 | 1,584 | -2.16 | ||||
2025-05-07 | 13F/A | 地平线金融服务有限公司 | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | 战略投资解决方案公司/伊利诺伊州 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 102,524 | -2.15 | 29,902 | 4.70 | ||||
2025-05-27 | 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 1,429,579 | -10.13 | 389,017 | -4.83 | ||||
2025-05-22 | NP | SDVGX - Sit 股息增长基金 - I 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 舒尔霍夫公司 | 11,346 | -2.35 | 3,309 | 4.48 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | SPLV - Invesco S&P 500 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 | 275,621 | -6.10 | 76,758 | 3.52 | ||||
2025-03-27 | NP | EQNAX - MFS 股票收益基金 A | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-01 | 13F | 卡伦投资集团有限公司 | 4,488 | -8.58 | 1,309 | -2.09 | ||||
2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 852 | -10.32 | 248 | -3.88 | ||||
2025-07-10 | 13F | 赫洛财富管理集团有限公司 | 1,449 | -0.07 | 423 | 6.84 | ||||
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 | 1,125 | -13.33 | 328 | -7.08 | ||||
2025-04-24 | NP | DIFAX - MFS 多元化收益基金 A | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | 布雷迪家族财富有限公司 | 13,938 | -0.84 | 4,065 | 6.11 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 2,747,752 | -26.11 | 801,409 | -20.94 | ||||
2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 4,463 | -1.93 | 1 | 0.00 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 347,658 | -8.39 | 101,398 | -1.98 | ||||
2025-04-30 | 13F | Highview 资本管理有限责任公司/DE/ | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 16,370 | -1.43 | 4,455 | 4.38 | ||||
2025-08-14 | 13F | 跨大西洋银行 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 140,722 | -0.62 | 41,043 | 6.34 | ||||
2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 831 | -6.10 | 242 | 0.41 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 7,608 | -7.25 | 2,219 | 2.64 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 51,588 | -4.60 | 15,046 | 2.08 | ||||
2025-05-23 | NP | GVLU - Gotham 1000 价值 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-23 | NP | Guardian 可变产品信托 - Guardian 股权收益 VIP 基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-27 | NP | CDAZX - 多经理定向另类策略基金机构类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 929 | -2.11 | 271 | 4.65 | ||||
2025-04-15 | 13F | Axecap 投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 1,876 | -27.96 | 563 | -20.73 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 7,120 | -12.22 | 2,077 | -6.06 | ||||
2025-08-13 | 13F | 河流财富顾问有限责任公司 | 2,189 | -1.35 | 638 | 5.63 | ||||
2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 2,948 | -1.27 | 860 | 5.66 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 1,476 | -2.12 | 431 | 4.62 | ||||
2025-05-15 | 13F | USS投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 7,105 | -0.31 | 2,072 | 6.69 | ||||
2025-05-22 | NP | AQRNX - AQR N 类多资产基金 | 0 | -100.00 | 0 | -100.00 | ||||
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 | 7,197 | -54.50 | 1,958 | -51.82 | ||||
2025-04-08 | 13F | 第一社区信托基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | SGLC - SGI 美国大盘核心 ETF | 590 | -17.83 | 164 | -16.33 | ||||
2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 9,592 | -0.15 | 2,798 | 6.84 | ||||
2025-08-07 | 13F | 金路德资本管理公司 | 21,527 | -0.80 | 6,279 | 6.15 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 55,241 | -0.41 | 16,112 | 6.57 | ||||
2025-07-22 | NP | GSLC - 高盛 ActiveBeta(R) 美国大盘股 ETF | 47,341 | -16.56 | 13,184 | -8.01 | ||||
2025-07-29 | 13F | 温德尔大卫联合公司 | 700 | -5.02 | 0 | |||||
2025-07-28 | NP | UXI - ProShares Ultra 工业 | 936 | -4.49 | 261 | 5.26 | ||||
2025-07-14 | 13F | 农商投资公司 | 3,372 | -1.46 | 983 | 5.47 | ||||
2025-05-07 | 13F | 文艺复兴投资集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-15 | 13F | 新弗农资本控股 II 有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 范埃克联合公司 | 38,396 | -6.00 | 11 | 0.00 | ||||
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 | 4,000 | -39.39 | 1,114 | -33.23 | ||||
2025-08-27 | NP | VPMCX - Vanguard PRIMECAP 基金投资者股票 | 412,740 | -9.90 | 120,380 | -3.59 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 81,475 | -0.48 | 23,763 | 6.48 | ||||
2025-08-07 | 13F | 商业银行 | 59,714 | -6.63 | 17,416 | -0.09 | ||||
2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 30,639 | -6.52 | 8,936 | 0.02 | ||||
2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 7,967 | -2.08 | 2,168 | 3.68 | ||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 2,773 | -0.07 | 809 | 6.88 | ||||
2025-08-13 | 13F | 期权解决方案有限公司 | 1,000 | -15.90 | 292 | -10.19 | ||||
2025-08-19 | 13F | 国家资产管理公司 | 3,620 | -35.54 | 1,056 | -28.67 | ||||
2025-07-10 | 13F | NorthCrest 资产管理有限责任公司 | 61,131 | -0.83 | 18,019 | 7.25 | ||||
2025-08-12 | 13F | 白松资本有限公司 | 885 | -6.35 | 258 | 0.39 | ||||
2025-08-12 | 13F | 峰会全球投资 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 2,175 | -17.55 | 634 | -11.82 | ||||
2025-07-22 | NP | FLCC-联邦 Hermes MDT 大型核心 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-28 | NP | VANGUARD 可变保险基金 - 成长型投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | 伯杰金融集团公司 | 3,050 | -5.60 | 889 | 1.02 | ||||
2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 3,514 | -1.13 | 1 | |||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 64,201 | -3.10 | 18,725 | 3.68 | ||||
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 | 65,200 | -52.23 | 18,158 | -47.34 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 8,899 | -0.50 | 2,595 | 6.48 | ||||
2025-07-31 | 13F | 圣山顾问有限责任公司 | 790 | -18.22 | 230 | -12.55 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 3,262 | -3.55 | 951 | 3.26 | ||||
2025-06-27 | NP | FDIV - MarketDesk 重点关注美国股息 ETF | 3,746 | -14.57 | 1,019 | -9.50 | ||||
2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 3,634 | -17.22 | 1,060 | -11.45 | ||||
2025-08-04 | 13F | 金刚狼资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 29,100 | -15.16 | 8 | -11.11 | |||
2025-07-18 | 13F | 那不勒斯全球顾问有限公司 | 1,271 | -0.47 | 371 | 6.32 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 66,900 | -43.45 | 20 | -40.62 | |||
2025-09-04 | 13F | 七桥金融集团有限责任公司 | 6,172 | -14.36 | 1,938 | -2.61 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 4,361 | -15.01 | 1,121 | -25.13 | ||||
2025-07-09 | 13F | WealthCare 投资伙伴有限责任公司 | 703 | -5.89 | 207 | 1.97 | ||||
2025-05-07 | 13F | 史蒂文斯资本管理有限公司 | 0 | -100.00 | 0 | |||||
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 | 1,743 | -3.81 | 448 | -15.34 | ||||
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 | 470,118 | -1.07 | 130,923 | 9.07 | ||||
2025-05-12 | 13F | C2P Capital Advisory Group, LLC dba 繁荣资本顾问 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 155,929 | -10.47 | 45,478 | -4.21 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 2,158 | -0.09 | 629 | 6.97 | ||||
2025-05-29 | NP | WCMYX - WCM 优质股息增长基金机构类别股票 | 246 | -65.50 | 67 | -64.17 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 73,676 | -11.38 | 21,488 | -5.18 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 20,137 | -51.96 | 6 | -54.55 | ||||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 10,844 | -20.29 | 3,163 | -14.72 | ||||
2025-07-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | 理查森金融服务公司 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | JMOM - 摩根大通美国动量因子 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | 加速财富管理 | 1,574 | -1.19 | 459 | 5.76 | ||||
2025-04-30 | 13F | 主街研究有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-16 | 13F | Spectrum 资产管理公司 (NB/CA) | 0 | -100.00 | 0 | |||||
2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 322 | -43.01 | 88 | -41.61 | ||||
2025-08-14 | 13F | 奇尔顿投资有限公司 | 1,059 | -49.48 | 309 | -46.06 | ||||
2025-04-16 | 13F | 霍伊投资公司 | 0 | -100.00 | 0 | |||||
2025-03-28 | NP | USISX - 收益股票基金份额 | 92,476 | -1.15 | 23,764 | -12.89 | ||||
2025-03-25 | NP | HUSV - First Trust Horizon 管理波动性国内 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 | 3,139 | -0.13 | 807 | -12.01 | ||||
2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 1,175 | -22.24 | 350 | -15.25 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 76,857 | -0.37 | 22,416 | 14.22 | ||||
2025-04-15 | 13F | BFI Infinity 有限公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | QRFT - QRAFT AI 增强型美国大盘 ETF | 76 | -46.10 | 21 | -52.38 | ||||
2025-06-27 | NP | DFEN - Direxion 每日航空航天与国防牛市 3 倍股票 | 17,350 | -17.76 | 4,721 | -12.91 | ||||
2025-08-13 | 13F | Ceredex 价值顾问有限责任公司 | 88,125 | -20.30 | 25,703 | -14.72 | ||||
2025-07-31 | 13F | 联合社区银行 | 689 | -39.72 | 201 | -35.69 | ||||
2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 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 | 115,887 | -0.06 | 33,800 | 6.94 | ||||
2025-08-06 | 13F | 森吉咨询小组 | 1,352 | -33.46 | 377 | -32.86 | ||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 199,300 | -73.86 | 58,128 | -72.03 | ||||
2025-08-29 | NP | AIVL - WisdomTree 美国股息除金融基金 不适用 | 3,380 | -86.88 | 986 | -81.66 | ||||
2025-07-18 | 13F | 影响资本合伙公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 比特币资本管理公司 | 7,372 | -0.49 | 2,123 | 5.10 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 1,410 | -4.41 | 411 | 2.24 | ||||
2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 5,616 | -2.90 | 1,638 | 3.87 | ||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 47,489 | -1.75 | 13,851 | 5.13 | ||||
2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 1,037,552 | -8.78 | 282,339 | -3.41 | ||||
2025-03-28 | NP | CAIBX - 资本收益创造者 A 级 | 103,700 | -53.79 | 26,649 | -59.28 | ||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 10,326 | -13.18 | 3,012 | -7.10 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,005 | -28.80 | 585 | -23.86 | ||||
2025-07-22 | NP | FLCV-联邦 Hermes MDT 大盘价值 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 78,158 | -1.33 | 22,796 | 5.58 | ||||
2025-06-25 | NP | WWLAX - Westwood 质量价值基金 A 类股票 | 13,396 | -11.53 | 3,645 | -6.32 | ||||
2025-07-24 | 13F | 全面财富规划与管理有限公司 | 1,564 | -7.07 | 456 | -0.44 | ||||
2025-05-15 | 13F | 都铎投资公司等 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 5,643 | -17.67 | 1,646 | -11.94 | ||||
2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 610,549 | -10.60 | 178,073 | -4.35 | ||||
2025-08-25 | NP | DSTL - 美国馏分油基本稳定和价值 ETF | 70,872 | -4.05 | 20,671 | 2.66 | ||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 3,695 | -1.23 | 1,078 | 5.69 | ||||
2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 2,094 | -0.57 | 583 | 9.79 | ||||
2025-04-24 | 13F | 传家宝财富管理 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 贸易风有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 埃塞克斯金融服务公司 | 14,107 | -4.75 | 4,115 | 1.91 | ||||
2025-07-17 | 13F | 预备退休研究所有限责任公司 | 862 | -12.40 | 251 | -6.34 | ||||
2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 971 | -0.82 | 270 | 9.31 | ||||
2025-07-17 | 13F | ERn 金融有限责任公司 | 1,287 | -1.45 | 375 | 5.63 | ||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 28,847 | -2.10 | 8,414 | 4.74 | ||||
2025-05-12 | 13F | 瑞穗证券美国有限公司 | 20,318 | -16.93 | 5,538 | -14.06 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 170,280 | -2.84 | 50 | 4.26 | ||||
2025-08-08 | 13F | 纯种金融服务有限公司 | 4,288 | -20.94 | 1 | 0.00 | ||||
2025-08-07 | 13F | PFG顾问 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | NOLVX - 北方大盘价值基金 | 1,636 | -3.48 | 477 | 3.25 | ||||
2025-08-12 | 13F | 韦弗·C·巴克斯代尔联合公司 | 7,390 | -0.85 | 2,156 | 6.15 | ||||
2025-04-21 | 13F | 卡塔利娜资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 银行家有限责任公司 | 1,826 | -9.92 | 533 | -3.62 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 41,270 | -2.58 | 12,037 | 4.23 | ||||
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 | 295 | -2.32 | 80 | 3.90 | ||||
2025-08-12 | 13F | 公共部门养老金投资委员会 | 22,198 | -40.24 | 6,474 | -36.06 | ||||
2025-08-26 | 13F | Claris Financial LLC | 1,144 | -5.53 | 334 | 4.39 | ||||
2025-07-24 | NP | FCYIX - 工业产品组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 41,600 | -4.59 | 11,585 | 5.19 | ||||
2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 1,046 | -7.10 | 285 | -1.73 | ||||
2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 522 | -67.94 | 152 | -65.69 | ||||
2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 10,197 | -1.06 | 2,775 | 4.76 | ||||
2025-08-14 | 13F | 特扎资本管理有限责任公司 | 2,744 | -41.15 | 800 | -37.06 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 831 | -7.77 | 242 | -1.22 | ||||
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 | 1,209 | -9.84 | 353 | -3.56 | ||||
2025-04-11 | 13F | 亲和财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 9,903 | -0.43 | 2,888 | 6.53 | ||||
2025-07-22 | 13F | 西尔维娅·麦科尔财富管理有限公司 | 4,769 | -1.10 | 1,391 | 5.78 | ||||
2025-06-26 | NP | FSUVX - 富达 SAI 美国低波动指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 297,090 | -13.81 | 80,844 | -8.73 | ||||
2025-05-08 | 13F | 第一基金会顾问 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | SEED 规划集团有限责任公司 | 743 | -16.61 | 217 | -10.74 | ||||
2025-07-31 | 13F | 一号资产管理有限公司 | 93,518 | -1.32 | 27,275 | 5.59 | ||||
2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 1,290 | -0.08 | 376 | 7.12 | ||||
2025-07-25 | 13F | 橡子溪资本有限责任公司 | 824 | -1.44 | 240 | 5.73 | ||||
2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 30,030 | -2.79 | 8,172 | 2.94 | ||||
2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 7,026 | -1.87 | 2,049 | 5.02 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | 1,007,123 | -5.30 | 293,791 | 1.38 | ||||
2025-08-14 | 13F | SummitTX Capital,LP | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-11 | 13F | 苏兹伯格资本顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 上升集团有限责任公司 | 4,794 | -18.01 | 1,398 | -12.24 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘价值投资组合 A 类 | 108,821 | -12.15 | 31,739 | -6.01 | ||||
2025-08-05 | 13F | 王朝财富管理有限责任公司 | 4,505 | -8.23 | 1,314 | -1.87 | ||||
2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 3,053 | -4.83 | 890 | 1.83 | ||||
2025-06-24 | NP | JMNAX - 摩根大通研究市场中性基金 A 类 | Short | -1,756 | -66.35 | -478 | -64.43 | |||
2025-05-13 | 13F | 河景资本顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 31,000 | -6.06 | 9 | 12.50 | ||||
2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 1,472 | -3.79 | 429 | 2.88 | ||||
2025-08-14 | 13F | 亚里士多德资本管理有限公司 | 2,776,090 | -3.00 | 809,700 | 3.80 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/价值股票投资组合 IB 类 | 106,565 | -5.66 | 31,081 | 0.94 | ||||
2025-07-23 | 13F | 钢峰财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Eqis资本管理公司 | 1,569 | -66.85 | 458 | -64.57 | ||||
2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 1,379,244 | -2.32 | 375,320 | 3.44 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 858 | -14.88 | 250 | -8.76 | ||||
2025-07-24 | 13F | 伯纳德财富管理公司 | 1,125 | -0.79 | 328 | 6.15 | ||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 845 | -13.86 | 246 | -7.87 | ||||
2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 382,166 | -5.69 | 103,995 | -0.13 | ||||
2025-08-28 | NP | SVTAX - Simt 全球管理波动性基金 F 级 | 174 | -97.24 | 51 | -97.09 | ||||
2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 114,746 | -1.03 | 31,225 | 4.80 | ||||
2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 1,286 | -9.69 | 358 | -0.28 | ||||
2025-08-08 | 13F | 奥斯汀财富管理有限责任公司 | 851 | -0.70 | 265 | 14.22 | ||||
2025-08-25 | NP | GINDX - Gotham Index Plus 基金机构类别 | 690 | -88.80 | 201 | -88.02 | ||||
2025-07-17 | 13F | 申万斯合作伙伴 | 8,716 | -4.53 | 2,542 | 2.17 | ||||
2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | CHDEX - Cullen 高股息股票基金零售类 | 63,045 | -2.09 | 18,388 | 4.77 | ||||
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 | 1,111 | -5.93 | 309 | 3.69 | ||||
2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 117,159 | -4.47 | 34,171 | 2.22 | ||||
2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | Axq资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 工作室投资管理有限公司 | 23,912 | -2.64 | 6,974 | 4.18 | ||||
2025-08-05 | 13F | 纽约梅隆银行 | 1,560,013 | -5.55 | 454,993 | 1.06 | ||||
2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 4,794 | -1.84 | 1,398 | 5.03 | ||||
2025-07-31 | 13F | 中央银行 | 1,058 | -6.04 | 309 | 0.65 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP MFS 价值基金标准级 | 140,847 | -2.14 | 41,079 | 4.71 | ||||
2025-08-11 | 13F | GKV资本管理有限公司 | 0 | -100.00 | 0 | |||||
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 | 198 | -5.26 | 58 | 1.79 | ||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 265 | -3.64 | 72 | 0.00 | ||||
2025-07-22 | 13F | Fishman Jay A 有限公司/mi | 14,249 | -18.80 | 4,156 | -13.13 | ||||
2025-06-30 | NP | VWNDX - 先锋温莎基金投资者股票 | 792,201 | -1.56 | 215,574 | 4.24 | ||||
2025-07-02 | 13F | 海伦·斯蒂芬斯集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 史密斯·萨利事务所 | 868 | -11.25 | 253 | -4.89 | ||||
2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 925 | -17.78 | 258 | -9.51 | ||||
2025-08-08 | 13F | 账户银行信托部 | 43,655 | -18.86 | 12,732 | -13.18 | ||||
2025-07-14 | 13F | 阿灵顿合作伙伴有限责任公司 | 15,972 | -5.13 | 4,658 | 1.53 | ||||
2025-08-28 | NP | ROKT - SPDR S&P Kensho Final Frontiers 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 | 1,882 | -4.66 | 549 | 1.86 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/惠灵顿平衡投资组合 A 类 | 3,069 | -6.77 | 895 | -0.22 | ||||
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 | 832 | -6.62 | 243 | 0.00 | ||||
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 | 229 | -9.84 | 67 | -4.35 | ||||
2025-07-17 | 13F | KG&L 资本管理有限公司 | 1,034 | -50.74 | 302 | -47.38 | ||||
2025-05-23 | NP | Guardian 可变产品信托 - Guardian 综合研究 VIP 基金 | 6,987 | -10.77 | 1,905 | -7.71 | ||||
2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 6,437 | -1.26 | 1,752 | 4.54 | ||||
2025-07-11 | 13F | 专业咨询服务公司 | 73,773 | -9.95 | 22 | -4.55 | ||||
2025-07-23 | 13F | 嘉湖财富顾问有限公司 | 11,098 | -2.25 | 3,237 | 4.59 | ||||
2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 1,572 | -9.19 | 458 | -2.76 | ||||
2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 984 | -14.81 | 287 | -8.92 | ||||
2025-04-28 | 13F | 提升资本顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 博克夫,那 | 59,468 | -1.01 | 17,344 | 5.92 | ||||
2025-08-07 | 13F | Zions Bancorporation,全国协会 /ut/ | 370 | -15.53 | 108 | -10.08 | ||||
2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 16,575 | -10.91 | 4,510 | -5.65 | ||||
2025-08-11 | 13F | 朗维尤资产管理有限公司 | 28,034,055 | -0.23 | 8,176,412 | 6.76 | ||||
2025-05-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-20 | NP | HWLIX - Hotchkis & Wiley 大盘价值基金 I 类 | 6,500 | -4.41 | 1,896 | 2.27 | ||||
2025-05-07 | 13F | Agp Franklin 有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 15,554 | -3.14 | 4,536 | 3.63 | ||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 5,177 | -7.17 | 1,510 | -0.72 | ||||
2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | 全球财富策略与合伙人 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | MYSPX - MainStay MacKay S&P 500 指数基金投资者类别 | 7,842 | -0.95 | 2,134 | 4.87 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘成长基金 3 级 | 66,658 | -40.90 | 19,441 | -36.77 | ||||
2025-04-24 | 13F | 养老金保障基金委员会 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | MFWTX - MFS 全球总回报基金 A | 9,423 | -3.84 | 2,564 | 1.83 | ||||
2025-07-25 | 13F | 全面清晰财富管理公司 | 3,227 | -4.39 | 941 | 5.85 | ||||
2025-08-28 | NP | ARIQX - 亚里士多德价值股票基金 I 类 | 38,700 | -7.64 | 11,287 | -1.17 | ||||
2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 达美累积有限责任公司 | Call | 5,000 | -9.09 | 1,511 | -9.09 | |||
2025-08-13 | 13F | 达美累积有限责任公司 | Put | 5,000 | -9.09 | 1,511 | -9.09 | |||
2025-08-13 | 13F | 奥默斯管理公司 | 8,326 | -3.48 | 2,428 | 3.28 | ||||
2025-08-28 | NP | XLI - 工业精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,224,472 | -2.83 | 357,130 | 3.97 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 5,769,294 | -0.04 | 1,679,349 | 6.87 | ||||
2025-04-23 | 13F | 财务生活规划师 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 创始人金融联盟有限责任公司 | 1,453 | -1.56 | 424 | 5.22 | ||||
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 | 9,969 | -22.76 | 2,713 | -18.21 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 6,100 | -46.49 | 1,779 | -42.74 | |||
2025-08-26 | NP | JLPSX - 摩根大通美国大型核心Plus基金I类 | Short | -13,302 | -32.74 | -3,880 | -28.03 | |||
2025-08-08 | 13F | 联合资产策略公司 | 3,060 | -2.55 | 893 | 4.33 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 14,500 | -40.82 | 4,229 | -36.67 | |||
2025-08-14 | 13F | 主街金融解决方案有限责任公司 | 3,047 | -1.90 | 889 | 4.96 | ||||
2025-07-29 | 13F | 梅扎萨尔玛顾问有限责任公司 | 2,359 | -0.13 | 688 | 7.00 | ||||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 1,536 | -12.58 | 448 | -6.49 | ||||
2025-07-09 | 13F | 西北及道德投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 256,800 | -2.38 | 74,898 | 4.46 | ||||
2025-08-28 | NP | TPLE - Timothy Plan 美国大/中盘核心增强型 ETF | 271 | -80.09 | 79 | -78.65 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 5,636 | -4.52 | 1,644 | 2.11 | ||||
2025-07-28 | NP | NOBL - ProShares S&P 500 Dividend Aristocrats ETF | 605,428 | -4.81 | 168,606 | 4.94 | ||||
2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 312,774 | -6.66 | 85,112 | -1.16 | ||||
2025-08-14 | 13F | 德肖公司 | 178,485 | -70.34 | 52,057 | -68.27 | ||||
2025-06-25 | NP | IMRFX - 哥伦比亚全球机会基金 A 类 | 3,420 | -30.66 | 931 | -26.60 | ||||
2025-08-04 | 13F | 联合银行 | 49,369 | -4.92 | 14 | 0.00 | ||||
2025-07-25 | 13F | 优素福资本管理有限公司 | 51,095 | -3.92 | 14,902 | 2.80 | ||||
2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 11,566 | -0.46 | 3,221 | 9.74 | ||||
2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 11,878 | -3.67 | 3,464 | 3.06 | ||||
2025-08-14 | 13F | 嘉实投资顾问有限公司 | 6,989 | -0.34 | 2,038 | 6.65 | ||||
2025-08-12 | 13F | 埃德加·洛马克斯·科/va | 142,819 | -1.62 | 41,655 | 5.27 | ||||
2025-08-04 | 13F | Daymark 财富合作伙伴有限公司 | 8,307 | -0.75 | 2,423 | 6.18 | ||||
2025-04-28 | 13F | Tandem 投资顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 14,656 | -2.79 | 4,275 | 4.02 | ||||
2025-08-11 | 13F | 百富金融集团有限责任公司 | 992 | -33.95 | 289 | -29.34 | ||||
2025-04-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 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 | 7,366 | -46.47 | 1,861 | -54.84 | ||||
2025-08-14 | 13F | 财务顾问网络公司 | 1,464 | -3.11 | 427 | 3.89 | ||||
2025-07-11 | 13F | Global X 日本株式会社 | 2,221 | -2.29 | 648 | 4.52 | ||||
2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 20,760 | -3.71 | 5,781 | 6.15 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-13 | 13F | 黑钻财富管理公司 | 1,178 | -1.51 | 347 | 6.79 | ||||
2025-08-25 | NP | GEFPX - Gotham 增强型 500 Plus 基金机构类别 | 44 | -73.01 | 13 | -72.73 | ||||
2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 1,270 | -2.91 | 370 | 3.93 | ||||
2025-08-12 | 13F | 福国相互人寿保险公司 | 980 | -15.52 | 286 | -9.81 | ||||
2025-07-29 | 13F | BKM 财富管理有限责任公司 | 6,937 | -0.53 | 2,023 | 6.47 | ||||
2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 15,151 | -10.11 | 4,123 | -4.83 | ||||
2025-04-28 | 13F | TKG 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 哈特福德投资管理公司 | 15,177 | -1.98 | 4,427 | 4.88 | ||||
2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 1,540 | -8.93 | 449 | -2.39 | ||||
2025-07-23 | 13F | 高注财富有限责任公司 | 7,824 | -0.95 | 2,282 | 5.95 | ||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 121,762 | -7.34 | 35,513 | -0.85 | ||||
2025-07-31 | 13F | 加拉格尔资本顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | 海德兰兹技术有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 307 | -0.32 | 90 | 7.23 | ||||
2025-05-02 | 13F | 五月花财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 先锋集团公司 | 23,560,896 | -0.21 | 6,871,771 | 6.77 | ||||
2025-08-11 | 13F | 国家金融集团公司,/ia/ /adv | 8,939 | -0.60 | 2,607 | 6.36 | ||||
2025-07-11 | 13F | 布西财富管理 | 46,587 | -1.63 | 13,588 | 5.25 | ||||
2025-08-07 | 13F | 中央信托公司 | 23,849 | -2.32 | 6,956 | 4.51 | ||||
2025-07-22 | 13F | 伍德蒙特投资顾问有限公司 | 7,603 | -0.04 | 2,217 | 6.95 | ||||
2025-08-13 | 13F | 法国外贸银行 | 48,222 | -11.94 | 14,064 | -5.26 | ||||
2025-07-16 | 13F | 布朗,莱尔/卡明斯公司 | 2,973 | -24.41 | 867 | -19.12 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 2,378 | -1.65 | 694 | 5.16 | ||||
2025-08-11 | 13F | 花旗集团 | 282,798 | -20.67 | 82,481 | -15.12 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 1,771 | -67.38 | 517 | -66.34 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 30,356 | -16.94 | 8,853 | -11.13 | ||||
2025-07-22 | 13F | IFS 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 921 | -22.21 | 269 | -7.90 | ||||
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 | 1,882 | -5.62 | 512 | 0.00 | ||||
2025-08-14 | 13F | 绿线合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 联信银行 | 74,924 | -0.37 | 21,852 | 6.61 | ||||
2025-08-06 | 13F | 方面合作伙伴有限责任公司 | 74 | -8.64 | 22 | -4.55 | ||||
2025-08-11 | 13F | 大西洋私人财富有限责任公司 | 334 | -1.47 | 97 | 5.43 | ||||
2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 8,725 | -11.49 | 2,545 | -5.32 | ||||
2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 337 | -31.22 | 98 | -26.32 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 55,885 | -2.81 | 16,300 | 3.99 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 1,509,000 | -1.26 | 440,115 | 5.66 | ||||
2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 56,639 | -2.50 | 16,520 | 4.33 | ||||
2025-08-14 | 13F | 综合投资顾问有限责任公司 | 842 | -0.36 | 246 | 6.52 | ||||
2025-05-01 | 13F | 布莱克利金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Occudo 定量策略 Lp | 16,576 | -43.21 | 4,835 | -38.45 | ||||
2025-08-08 | 13F | 华盛顿信托公司 | 1,702 | -7.45 | 496 | -1.00 | ||||
2025-08-07 | 13F | 银色顾问公司 | 1,952 | -2.25 | 569 | 4.60 | ||||
2025-06-30 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 5,044 | -31.54 | 1,373 | -37.64 | ||||
2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 953 | -79.33 | 278 | -77.95 | ||||
2025-07-14 | 13F | 创始人资本管理有限公司 | 24,768 | -1.64 | 7,224 | 5.25 | ||||
2025-08-08 | 13F | 多拉齐奥联合公司 | 724 | -21.13 | 211 | -15.60 | ||||
2025-08-14 | 13F | 阿尔格特全球有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 福斯特莫特利公司 | 16,974 | -1.62 | 5 | 0.00 | ||||
2025-07-30 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 225 | -20.21 | 66 | -14.47 | ||||
2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 1,666 | -12.27 | 486 | -6.19 | ||||
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 | 963 | -13.63 | 262 | -8.39 | ||||
2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 4,350 | -1.20 | 1,269 | 5.67 | ||||
2025-07-18 | 13F | 第一联合银行信托/ | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 蒂利亚信托合伙公司 | 2,882 | -0.72 | 841 | 6.19 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 2,476 | -70.66 | 722 | -68.61 | ||||
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 | 556 | -3.97 | 155 | 5.48 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 37,900 | -51.22 | 11,054 | -47.81 | |||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 11,802 | -6.61 | 3,442 | -0.06 | ||||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 190 | -12.04 | 60 | 3.51 | ||||
2025-08-08 | 13F | 华尔街访问资产管理有限责任公司 | 1,519 | -0.39 | 443 | 6.75 | ||||
2025-07-24 | 13F | 应用资本有限责任公司/佛罗里达州 | 4,470 | -0.51 | 1,304 | 6.45 | ||||
2025-08-01 | 13F | 奇尔顿资本管理有限公司 | 3,311 | -96.56 | 966 | -96.32 | ||||
2025-04-25 | NP | SPMV - Invesco S&P 500 最小方差 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 | -7.69 | 3 | 0.00 | ||||
2025-08-08 | 13F | 神鹰资本管理公司 | 9,946 | -0.92 | 2,901 | 6.03 | ||||
2025-08-11 | 13F | 赛普拉斯咨询集团有限责任公司 | 3,207 | -1.41 | 935 | 5.53 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 406,534 | -5.68 | 119 | 0.85 | ||||
2025-08-26 | NP | SAMVX - Virtus Ceredex 中盘价值股票基金 A 类 | 80,000 | -20.00 | 23,333 | -14.40 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 467 | -6.22 | 136 | 0.74 | ||||
2025-07-09 | 13F | Lineweaver 财富顾问有限责任公司 | 774 | -1.65 | 226 | 5.14 | ||||
2025-07-31 | 13F | 奥本海默公司 | 36,620 | -0.67 | 10,681 | 6.29 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 3,448 | -68.79 | 1,006 | -66.62 | ||||
2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 2,982,381 | -3.37 | 869,841 | 3.39 | ||||
2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 1,217 | -59.73 | 355 | -56.99 | ||||
2025-07-28 | NP | PWTAX - 瑞银美国配置基金 A 类 | 118 | -22.88 | 33 | -15.79 | ||||
2025-06-30 | NP | VDIGX - 先锋股息增长基金投资者股票 | 1,039,285 | -19.32 | 282,810 | -14.56 | ||||
2025-06-26 | NP | IHGIX - 哈特福德股息和增长基金 A 类 | 866,779 | -1.45 | 235,868 | 4.36 | ||||
2025-08-12 | 13F | 创始者有限公司 | 0 | -100.00 | 0 | |||||
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 | 495 | -47.51 | 144 | -43.97 | ||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 6,452,076 | -3.77 | 1,881,812 | 2.96 | ||||
2025-04-01 | 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 | 1,968 | -57.84 | 506 | -62.89 | ||||
2025-07-16 | 13F | 国会资产管理公司/马 | 4,585 | -0.11 | 1,337 | 6.87 | ||||
2025-07-14 | 13F | 纳鲁斯金融合作伙伴有限责任公司 | 724 | -14.12 | 211 | -7.86 | ||||
2025-07-24 | 13F | 麦金利卡特财富服务公司 | 7,511 | -0.07 | 2,191 | 6.93 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 98 | -18.33 | 29 | -12.50 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 12,653 | -6.78 | 3,690 | -0.24 | ||||
2025-07-23 | 13F | Avantra 家庭财富有限公司 | 726 | -3.33 | 212 | 3.43 | ||||
2025-07-23 | 13F | 印第安纳信托投资管理公司 | 3,839 | -9.11 | 1,120 | -2.78 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 205,583 | -2.02 | 60 | 3.51 | ||||
2025-03-31 | NP | PWB - Invesco 动态大盘成长 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 | ||||
2025-03-31 | 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-31 | NP | FDMO - 富达动量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | 亨特帕金斯资本管理有限责任公司 | 25,612 | -0.62 | 7 | 0.00 | ||||
2025-03-28 | NP | BMVP - 景顺动态市场 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 | ||||
2025-07-28 | 13F | 纽约州教师退休制度 | 221,038 | -0.27 | 64 | 6.67 | ||||
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 | 8,075 | -5.97 | 2,197 | -0.41 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 10,890 | -2.88 | 3,176 | 3.93 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 2,125 | -8.33 | 620 | -1.90 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 11,917 | -4.93 | 3,476 | 1.73 | ||||
2025-05-28 | 13F | 安德森金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 718 | -7.12 | 209 | -0.48 | ||||
2025-07-17 | 13F | E 六十三有限公司 | 34,418 | -38.85 | 10,038 | -34.57 | ||||
2025-05-05 | 13F | 晨星投资服务有限责任公司 | 8,752 | -32.61 | 2 | -33.33 | ||||
2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 266,230 | -1.05 | 77,649 | 5.88 | ||||
2025-03-26 | NP | KLGAX - MainStay MacKay 成长基金 A 类 | 22,396 | -45.87 | 5,755 | -52.30 | ||||
2025-08-13 | 13F | StoneX集团公司 | 1,094 | -44.01 | 319 | -40.04 | ||||
2025-05-14 | 13F | 晴雨表资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 4,771 | -1.59 | 1,298 | 4.26 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 4,211 | -1.91 | 1,228 | 4.96 | ||||
2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 337 | -5.34 | 98 | 1.03 | ||||
2025-08-14 | 13F | Strive 资产管理有限公司 | 1,120 | -47.86 | 327 | -44.27 | ||||
2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 3,641 | -7.00 | 1,062 | -0.56 | ||||
2025-07-21 | 13F | Jmac企业有限公司 | 3,337 | -2.91 | 973 | 3.95 | ||||
2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 103 | -17.60 | 30 | -11.76 | ||||
2025-05-12 | 13F | 资本国际投资者 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 1,403 | -62.52 | 409 | -59.90 | ||||
2025-08-26 | NP | NQCAX - Nuveen NWQ 大盘价值基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,015 | -3.36 | 588 | 3.35 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 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 | 131 | -64.40 | 38 | -63.11 | ||||
2025-07-16 | 13F | 阿拉斯加州税务部 | 34,356 | -4.00 | 10 | 11.11 | ||||
2025-08-27 | NP | 自由全明星股票基金 | 28,000 | -3.11 | 8,166 | 3.67 | ||||
2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 859 | -11.26 | 251 | -4.94 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 22,255 | -2.14 | 6,491 | 4.69 | ||||
2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 29,800 | -89.01 | 8,691 | -88.24 | ||||
2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 280 | -1.41 | 0 | |||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 2,058 | -0.96 | 600 | 6.01 | ||||
2025-07-17 | 13F | Tritonpoint 财富有限公司 | 3,334 | -1.59 | 972 | 5.31 | ||||
2025-08-04 | 13F | 诚信联盟有限责任公司 | 2,033 | -76.07 | 593 | -74.43 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 200,099 | -1.77 | 58,361 | 5.11 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 18,696 | -46.99 | 5,453 | -43.29 | ||||
2025-08-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-05 | 13F | 好事达公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 休闲资本管理 | 2,258 | -7.23 | 659 | -0.75 | ||||
2025-08-14 | 13F | 本杰明·爱德华兹公司 | 38,750 | -2.50 | 11,302 | 4.32 | ||||
2025-08-13 | 13F | 施罗德投资管理集团 | 22,180 | -10.50 | 6,469 | -2.98 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 281,488 | -1.51 | 82,099 | 5.39 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 5,764 | -77.37 | 1,681 | -75.78 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 21,745 | -0.46 | 6,342 | 6.52 | ||||
2025-08-14 | 13F | 魁北克储蓄银行 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,411 | -23.43 | 7,120 | -18.07 | ||||
2025-08-27 | NP | PSQGX - 港口街质量增长基金机构类别股票 | 15,006 | -21.93 | 4,377 | -16.46 | ||||
2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 944 | -86.40 | 275 | -85.46 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 38,335 | -3.67 | 11,181 | 3.07 | ||||
2025-08-25 | 13F | 银湖财富管理有限公司 | 1,128 | -4.81 | 329 | 1.86 | ||||
2025-05-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 皮腾格与安德森公司 | 3,164 | -6.36 | 923 | 0.11 | ||||
2025-08-13 | 13F | 宽博科技有限公司 | 2,941 | -54.53 | 858 | -51.39 | ||||
2025-07-17 | 13F | 马特恩财富管理有限责任公司 | 2,851 | -9.49 | 832 | -3.15 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 6,100 | -60.65 | 1,779 | -57.88 | |||
2025-08-26 | NP | MISL - First Trust Indxx 航空航天与国防 ETF | 18,843 | -51.09 | 5,496 | -47.67 | ||||
2025-08-12 | 13F | 17 资本合伙公司 | 4,907 | -9.35 | 1,431 | -2.98 | ||||
2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 3,354 | -1.61 | 978 | 5.27 | ||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 2,301 | -39.75 | 671 | -35.48 | ||||
2025-05-13 | 13F | 勘探者合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | 摩根大通公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-11 | 13F | CFS 投资咨询服务有限责任公司 | 7,077 | -2.17 | 2 | 100.00 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT GS Large Cap Equity Insights Fund Y 级 | 21,900 | -54.04 | 6,387 | -50.82 | ||||
2025-08-01 | 13F | 枪证券公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 20,422 | -3.80 | 5,956 | 2.94 | ||||
2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 8,108 | -12.22 | 2,206 | -7.04 | ||||
2025-05-15 | 13F | Gts 证券有限公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | GCVIX - 高盛大盘价值洞察基金机构 | 26,230 | -7.28 | 7,138 | -1.82 | ||||
2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 7,427 | -6.48 | 2,166 | 0.09 | ||||
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 | 21,200 | -52.14 | 5,904 | -47.25 | ||||
2025-08-14 | 13F | 货币管理集团公司 | 1,650 | -2.94 | 481 | 3.89 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 171,000 | -33.33 | 49,874 | -28.67 | |||
2025-08-12 | 13F | 富达国家金融公司 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 459,000 | -28.77 | 133,872 | -23.79 | |||
2025-08-25 | NP | MFS 可变保险信托 - MFS 总回报系列初始类别 | 39,765 | -1.17 | 11,598 | 5.74 | ||||
2025-08-07 | 13F | 全球财富管理投资咨询公司 | 15,773 | -4.53 | 4,600 | 2.15 | ||||
2025-07-23 | 13F | 公平信托公司 | 1,461 | -22.74 | 426 | -17.28 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 165,938 | -77.43 | 48,397 | -75.85 | ||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 17,787 | -2.91 | 5,188 | 3.89 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 13,900 | -47.15 | 4,054 | -43.44 | |||
2025-08-08 | 13F | 桑德斯资本有限责任公司 | 3,940,964 | -5.76 | 1,149,422 | 0.83 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 2,500 | -78.07 | 729 | -76.54 | |||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 137,591 | -1.50 | 40,130 | 5.39 | ||||
2025-08-12 | 13F | 西北互助投资管理公司 | 8,035 | -0.43 | 2,343 | 6.55 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 7,094 | -0.74 | 2,069 | 6.16 | ||||
2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 类 | 1,492 | -11.92 | 435 | -5.64 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 65,192 | -25.56 | 19,014 | -20.36 | ||||
2025-08-08 | 13F | 螃蟹 | 4,550 | -0.78 | 1,327 | 6.16 | ||||
2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 23,025 | -7.53 | 6,412 | 1.96 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 481 | -6.78 | 140 | 0.00 | ||||
2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 8,805 | -4.55 | 2,568 | 2.15 | ||||
2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 1,128 | -68.81 | 329 | -66.60 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 741,800 | -15.71 | 216,353 | -9.81 | ||||
2025-08-05 | 13F | 集团资本顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 8,747 | -6.69 | 2,436 | 2.87 | ||||
2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料储备免费 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,862 | -0.95 | 3,168 | 5.99 | ||||
2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 7,558 | -11.85 | 2,057 | -6.67 | ||||
2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 66,995 | -2.83 | 18,231 | 2.89 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 66,691 | -2.77 | 19,451 | 4.04 | ||||
2025-08-06 | 13F | 穆尔斯与卡博特公司 | 4,341 | -5.84 | 1,266 | 0.80 | ||||
2025-05-01 | 13F | 支点股权管理 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | NP | VSTIX - 股票指数基金 | 32,762 | -3.19 | 9,124 | 6.74 | ||||
2025-06-24 | NP | JNBAX - 摩根大通创收基金 A 类 | 2,992 | -7.48 | 814 | -2.05 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 322,278 | -10.89 | 94 | -5.10 | ||||
2025-05-15 | 13F | 森蒂努斯有限责任公司 | 0 | -100.00 | 0 | |||||
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 | 6,650 | -1.92 | 1,940 | 4.92 | ||||
2025-07-11 | 13F | 韦博塞特研究与管理有限公司 | 43,130 | -0.67 | 12,579 | 6.28 | ||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 1,808 | -6.80 | 526 | 0.57 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 374,153 | -26.40 | 109,127 | -21.24 | ||||
2025-07-10 | 13F | 博钦信托公司 | 115 | -1.71 | 34 | 6.45 | ||||
2025-08-07 | 13F | 戴维斯 RM 公司 | 1,992 | -10.39 | 581 | -4.13 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 战略财富设计师 | 4 | -99.98 | 1 | -99.98 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 13,300 | -2.21 | 3,879 | 4.64 | ||||
2025-08-01 | 13F | GoalVest咨询有限责任公司 | 179 | -1.65 | 52 | 6.12 | ||||
2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 988 | -26.81 | 288 | -21.53 | ||||
2025-08-12 | 13F | 巴尔盖纳公司 | 250,133 | -0.81 | 72,954 | 6.13 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投资组合 A 类 | 1,156 | -12.02 | 337 | -5.87 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 42,118 | -2.61 | 12,284 | 4.22 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 65,592 | -54.52 | 17,879 | -52.95 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 3,563 | -2.54 | 1,039 | 4.32 | ||||
2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 5,321 | -2.13 | 1,552 | -7.68 | ||||
2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 1,146 | -11.51 | 334 | -5.11 | ||||
2025-08-14 | 13F | 罗杰斯兄弟公司 | 9,016 | -53.74 | 2,630 | -50.51 | ||||
2025-08-11 | 13F | Wbi 投资公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 35,894 | -19.70 | 10,469 | -14.08 | ||||
2025-07-18 | 13F | Nabity-Jensen 投资管理公司 | 1,526 | -0.65 | 445 | 6.46 | ||||
2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 200 | -50.00 | 58 | -46.79 | ||||
2025-08-05 | 13F | 登喜路金融有限责任公司 | 10 | -77.27 | 3 | -83.33 | ||||
2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 111,513 | -1.00 | 32,524 | 5.93 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 12,841 | -12.24 | 3,745 | -6.09 | ||||
2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 1,528 | -19.75 | 416 | -15.13 | ||||
2025-04-28 | 13F | 战略金融概念有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | 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 | 579,197 | -8.92 | 168,929 | -2.55 | ||||
2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 4,927 | -12.17 | 1,437 | -6.02 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 109,971 | -0.26 | 32,453 | 7.98 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 股票收益投资组合 IB 类 | 41,627 | -11.54 | 12,141 | -5.35 | ||||
2025-08-07 | 13F | 马丁投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 16 | -96.58 | 5 | -96.85 | ||||
2025-08-05 | 13F | X-Square 资本有限责任公司 | 11,395 | -0.06 | 3 | 0.00 | ||||
2025-07-25 | 13F | 北美社区银行 | 5,136 | -7.64 | 1,498 | -1.19 | ||||
2025-05-15 | 13F | K2 主要基金有限合伙人 | Put | 0 | -100.00 | 0 | ||||
2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 1,086 | -0.37 | 317 | 6.40 | ||||
2025-08-26 | NP | HLIEX - 摩根大通股票收益基金 I 类 | 2,574,976 | -5.20 | 751,018 | 1.44 | ||||
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 | 145,502 | -1.45 | 40,521 | 8.65 | ||||
2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 4,407 | -2.52 | 1,285 | 4.30 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 7,518 | -1.88 | 2,094 | 8.17 | ||||
2025-04-23 | 13F | FFG 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 278 | -81.56 | 76 | -83.52 | ||||
2025-07-22 | 13F | 马克斯集团财富管理公司 | 31,253 | -1.16 | 9,115 | 5.77 | ||||
2025-05-09 | 13F | DJE 资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 1,760 | -1.23 | 513 | 5.77 | ||||
2025-05-15 | 13F | 视差波动率顾问公司,有限合伙人 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-29 | 13F | BKD 财富顾问有限责任公司 | 2,387 | -2.29 | 696 | 4.66 | ||||
2025-07-10 | 13F | CWC Advisors, LLC。 | 2,196 | -4.85 | 640 | 1.75 | ||||
2025-08-06 | 13F | 普洛斯佩拉金融服务公司 | 9,255 | -23.64 | 2,703 | -18.29 | ||||
2025-08-14 | 13F | Synovus金融公司 | 35,943 | -1.67 | 10,489 | 5.28 | ||||
2025-08-14 | 13F | 弗吉尼亚伦敦公司 | 1,865 | -3.92 | 544 | 2.65 | ||||
2025-07-14 | 13F | 蛋白石财富顾问有限责任公司 | 221 | -9.43 | 65 | -3.03 | ||||
2025-07-23 | 13F | 亨德利公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 千禧管理有限公司 | Put | 26,100 | -18.44 | 7,612 | -12.73 | |||
2025-08-14 | 13F | 奥利安投资公司 | 19,801 | -1.77 | 5,775 | 5.11 | ||||
2025-07-29 | 13F | 私人信托公司 | 3,976 | -10.89 | 1,160 | -4.69 | ||||
2025-08-21 | NP | DURA - VanEck Vectors Morningstar 持久股息 ETF | 2,229 | -3.67 | 650 | 3.17 | ||||
2025-07-30 | 13F | 旅程咨询集团有限责任公司 | 1,510 | -3.27 | 440 | 3.53 | ||||
2025-05-14 | 13F | Virtus ETF 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | DUSL - Direxion 每日工业牛市 3 倍股票 | 1,255 | -33.98 | 342 | -30.12 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 86,309 | -5.89 | 25,160 | 0.74 | ||||
2025-07-29 | NP | TORYX - 托丽基金 | 51,255 | -7.24 | 14,274 | 2.27 | ||||
2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 561,924 | -16.89 | 163,891 | -11.07 | ||||
2025-07-10 | 13F | 巴斯储蓄信托公司 | 12,647 | -0.59 | 3,689 | 6.37 |