机构和基金投资人持股 - 卖家
此页面显示在上一个报告期内减持或平仓的机构、基金和大股东红色行表示平仓。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | 核心另类资本 | 51,604 | -5.99 | 14,961 | 11.11 | ||||
| 2025-08-15 | 13F | CTC有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 加州公务员退休制度 | 5,532,836 | -6.84 | 1,604,024 | 10.11 | ||||
| 2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 101,427 | -1.09 | 29,405 | 16.89 | ||||
| 2025-08-26 | NP | IRVIX - Voya RussellTM 大盘价值指数投资组合 I 类 | 39,935 | -11.60 | 11,578 | 4.48 | ||||
| 2025-08-12 | 13F | 寻路金融有限责任公司 | 4,498 | -6.72 | 1 | 0.00 | ||||
| 2025-08-15 | 13F | Semmax 财务顾问公司 | 34,274 | -6.12 | 9,897 | 7.11 | ||||
| 2025-06-26 | NP | SVBAX - A 类平衡基金 | 569,706 | -0.69 | 139,361 | -9.12 | ||||
| 2025-05-15 | 13F | FinDec 财富服务公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | PSKIX - PIMCO StocksPLUS 国际基金（未对冲）机构 | 309 | -86.96 | 76 | -86.77 | ||||
| 2025-07-28 | 13F | 弗雷泽财务顾问有限责任公司 | 6,414 | -1.05 | 1,859 | 16.92 | ||||
| 2025-07-25 | 13F | 潘多拉财富公司 | 5,113 | -1.43 | 1,482 | 16.51 | ||||
| 2025-08-14 | 13F | SummitTX Capital，LP | 2,100 | -80.04 | 609 | -76.44 | ||||
| 2025-08-12 | 13F | 雅典娜投资管理公司 | 24,925 | -1.06 | 7,226 | 16.94 | ||||
| 2025-08-05 | 13F | AAFCPA 财富管理有限责任公司 | 989 | -7.40 | 287 | 9.58 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 灵活管理投资组合 I 类 | 113,794 | -31.03 | 32,990 | -18.49 | ||||
| 2025-07-17 | 13F | 海岸线信托公司 | 21,225 | -1.19 | 6,153 | 16.78 | ||||
| 2025-05-14 | 13F | 绝对投资投资有限公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 17,402 | -71.38 | 5,067 | -66.09 | ||||
| 2025-07-16 | 13F | 长荣私人财富有限责任公司 | 28,080 | -1.00 | 8,141 | 17.00 | ||||
| 2025-08-14 | 13F | 货币概念资本公司 | 9,359 | -14.72 | 2,713 | 0.82 | ||||
| 2025-07-30 | 13F | 阿维迪安财富解决方案有限责任公司 | 19,826 | -0.74 | 5,748 | 17.31 | ||||
| 2025-07-22 | 13F | 维康资本管理有限公司 | 749 | -44.64 | 217 | -34.44 | ||||
| 2025-06-23 | NP | BKPIX - 银行超行业深度投资者类别 | 320 | -66.84 | 78 | -69.65 | ||||
| 2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 5,890 | -5.23 | 1,708 | 12.01 | ||||
| 2025-08-13 | 13F | CMT 资本市场交易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 伍德利法拉曼尼恩投资组合管理公司 | 67,971 | -3.53 | 19,705 | 14.01 | ||||
| 2025-08-14 | 13F | 港口资本有限责任公司 | 3,756 | -8.52 | 1,089 | 8.14 | ||||
| 2025-07-17 | 13F | 伦帕特资产管理公司 | 97,749 | -6.14 | 28,338 | 10.93 | ||||
| 2025-07-24 | 13F | LMCG 投资有限公司 | 167,501 | -3.80 | 48,560 | 13.69 | ||||
| 2025-08-06 | 13F | 价值财富顾问有限责任公司 | 678 | -9.96 | 197 | 6.52 | ||||
| 2025-08-12 | 13F | 港口咨询公司 /ma/ | 31,328 | -6.93 | 9,082 | 10.00 | ||||
| 2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 2,009 | -1.23 | 582 | 16.87 | ||||
| 2025-05-29 | NP | LSHIX - Loomis Sayles 机构高收入基金机构类别 | 933 | -54.84 | 229 | -53.94 | ||||
| 2025-08-11 | 13F | 塔桥顾问 | 126,821 | -3.18 | 36,767 | 14.43 | ||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 35,045 | -9.46 | 10,160 | 7.00 | ||||
| 2025-07-24 | 13F | 戴维斯雷有限公司 | 85,790 | -0.73 | 24,871 | 17.32 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 混合研究核心股票投资组合初始类别 | 5,703 | -3.73 | 1,653 | 13.76 | ||||
| 2025-08-05 | 13F | 苏兹伯格资本顾问公司 | 5,772 | -4.34 | 1,673 | 13.04 | ||||
| 2025-08-27 | 13F | 巴恩斯财富管理集团 | 858 | -5.09 | 249 | 12.22 | ||||
| 2025-07-17 | 13F | 嘉德投资管理公司 | 8,449 | -36.23 | 2,449 | -24.62 | ||||
| 2025-08-08 | 13F | 戴维斯精选顾问 | 636,042 | -0.60 | 184,395 | 17.48 | ||||
| 2025-08-29 | NP | JABAX - Janus Henderson T 类平衡基金 | 1,310,868 | -2.16 | 380,034 | 15.63 | ||||
| 2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 63,513 | -8.71 | 18,413 | 7.90 | ||||
| 2025-07-30 | 13F | 公民与北方公司 | 24,901 | -4.38 | 7,219 | 13.03 | ||||
| 2025-08-25 | NP | DVLU - First Trust Dorsey Wright 动量和价值 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 | 1,556 | -13.27 | 451 | 2.50 | ||||
| 2025-08-06 | 13F | 奥戴尔集团有限责任公司 | 17,306 | -0.24 | 5,017 | 17.91 | ||||
| 2025-07-24 | 13F | 维莱尔圣丹尼斯 J & Co 有限公司 | 209,269 | -1.63 | 60,669 | 16.26 | ||||
| 2025-08-11 | 13F | Pin Oak 投资顾问公司 | 2,814 | -8.22 | 1 | |||||
| 2025-08-06 | 13F | 长期财富顾问有限责任公司 | 19,110 | -12.28 | 5,540 | 3.69 | ||||
| 2025-08-22 | NP | MIMPX - 全球策略师投资组合 I 级 | 1,481 | -7.61 | 429 | 9.16 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 1,682,982 | -1.25 | 487,913 | 16.71 | ||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 55,437 | -0.51 | 16 | 23.08 | ||||
| 2025-07-14 | 13F | 克鲁资本管理有限公司 | 6,197 | -2.73 | 1,797 | 14.98 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 29,173 | -2.13 | 8,458 | 15.68 | ||||
| 2025-07-30 | 13F | OMC 金融服务有限公司 | 10,445 | -0.14 | 3,028 | 18.05 | ||||
| 2025-07-29 | 13F | 麦迪逊财富合作伙伴公司 | 5,272 | -29.32 | 1,529 | -16.46 | ||||
| 2025-08-01 | 13F | 杰里科金融有限责任公司 | 25,730 | -1.43 | 7,459 | 16.51 | ||||
| 2025-06-06 | NP | CCOR - 核心另类 ETF | 6,600 | -21.15 | 1,614 | -27.85 | ||||
| 2025-08-28 | NP | TMLCX - Simt 税务管理大盘基金 F 类 | 226,735 | -11.23 | 65,733 | 4.91 | ||||
| 2025-08-06 | 13F | Axim 规划与财富 | 1,809 | -3.37 | 524 | 14.16 | ||||
| 2025-08-05 | 13F | 亨特联合投资管理有限公司 | 9,804 | -6.40 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | GAM控股公司 | 54,668 | -7.41 | 15,849 | 9.42 | ||||
| 2025-07-16 | 13F | 西科资本有限责任公司 | 33,914 | -0.55 | 9,832 | 17.53 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 533 | -7.94 | 155 | 8.45 | ||||
| 2025-08-14 | 13F | 卡拉尼资产管理有限责任公司 | 2,016 | -16.56 | 584 | -1.35 | ||||
| 2025-07-18 | 13F | 创始人资本管理公司 | 34,337 | -1.06 | 9,955 | 16.93 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 32,898,442 | -3.28 | 9,537,587 | 14.31 | ||||
| 2025-08-05 | 13F | 狄龙联合公司 | 15,824 | -1.03 | 5 | 33.33 | ||||
| 2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 129,067 | -7.30 | 37 | 8.82 | ||||
| 2025-05-15 | 13F | 两个西格玛证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-30 | 13F | Argonautica私人财富管理公司 | 1,436 | -13.44 | 416 | 2.46 | ||||
| 2025-08-19 | 13F | 财富集团有限公司 | 4,052 | -44.10 | 1 | 0.00 | ||||
| 2025-08-01 | 13F | 战略金融服务公司， | 26,520 | -1.98 | 7,688 | 15.85 | ||||
| 2025-04-23 | 13F | 萨巴尔信托公司 | 211,479 | -5.45 | 51,876 | -3.25 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理（欧洲）有限公司 | 5,986 | -51.87 | 4,230 | 14.05 | ||||
| 2025-07-09 | 13F | 中央银行和信托公司 | 16,759 | -2.86 | 4,859 | 14.79 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld 财富管理有限责任公司 | 1,607 | -26.08 | 466 | -12.76 | ||||
| 2025-07-29 | 13F | 近藤财富顾问公司 | 1,343 | -0.59 | 390 | 17.82 | ||||
| 2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 16,433 | -4.55 | 4,764 | 12.81 | ||||
| 2025-06-26 | NP | LQAI - LG QRAFT 人工智能驱动的美国大盘核心 ETF | 64 | -90.42 | 16 | -91.57 | ||||
| 2025-08-26 | NP | SOPAX - ClearBridge 股息策略基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 698,090 | -33.58 | 202,383 | -21.50 | ||||
| 2025-05-30 | NP | PCFIX - PIMCO RAE PLUS 小基金机构类别 | 309 | -85.12 | 76 | -84.91 | ||||
| 2025-07-17 | 13F | HCR 财富顾问 | 29,791 | -0.72 | 8,637 | 17.34 | ||||
| 2025-07-11 | 13F | 阿迪朗达克信托公司 | 22,170 | -0.44 | 6,427 | 17.67 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 4,304,434 | -11.50 | 1,247,898 | 4.59 | ||||
| 2025-06-23 | NP | 税务管理价值投资组合 - 税务管理价值投资组合 | 137,858 | -18.91 | 33,723 | -25.79 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 价值基金 (a) | 142,095 | -12.28 | 41,195 | 3.67 | ||||
| 2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 1,912 | -1.90 | 554 | 15.90 | ||||
| 2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 35,229 | -4.76 | 10,213 | 12.56 | ||||
| 2025-07-24 | 13F/A | TFR 资本有限责任公司 | 6,791 | -2.39 | 1,969 | 15.36 | ||||
| 2025-04-25 | 13F | 基克赫弗集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 埃塞克斯储蓄银行 | 28,823 | -1.35 | 8,356 | 16.59 | ||||
| 2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 953,673 | -0.94 | 276,479 | 17.07 | ||||
| 2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | 1,771 | -81.55 | 513 | -78.21 | ||||
| 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 | 9,722 | -14.84 | 2,819 | 0.64 | ||||
| 2025-05-02 | 13F | 认可投资者服务有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Candriam 卢森堡 SCA | 687,449 | -10.06 | 199,307 | 6.31 | ||||
| 2025-07-25 | 13F | 资产规划有限公司 | 2,527 | -1.10 | 733 | 16.93 | ||||
| 2025-07-11 | 13F | 林肯资本有限责任公司 | 29,189 | -0.59 | 8,461 | 22.32 | ||||
| 2025-06-27 | NP | PWV - 景顺动态大盘价值 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 137,385 | -2.01 | 33,607 | -10.32 | ||||
| 2025-08-08 | 13F | 赫德克财富有限责任公司 | 18,359 | -0.57 | 5,323 | 17.51 | ||||
| 2025-03-11 | 13F/A | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 哈伯特基金顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 28,455 | -7.49 | 6,961 | -15.35 | ||||
| 2025-08-12 | 13F | 富腾金融集团有限公司 | 11,278 | -6.78 | 3,270 | 10.18 | ||||
| 2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 3,680 | -40.45 | 972 | -40.61 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 4,406,500 | -1.57 | 1,277,409 | 17.50 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Call | 2,000 | -45.95 | 580 | -36.16 | |||
| 2025-08-29 | NP | JGYIX - John Hancock 全球股东收益基金 I 类 | 39,625 | -2.42 | 11,488 | 15.33 | ||||
| 2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 13,321 | -7.97 | 3,862 | 8.76 | ||||
| 2025-07-14 | 13F | 海景资本管理公司 | 21,676 | -4.08 | 6 | 20.00 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 46,703 | -1.89 | 13,540 | 15.95 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 1,954 | -72.05 | 566 | -66.98 | ||||
| 2025-07-30 | 13F | 达德利资本管理有限公司 | 24,831 | -0.08 | 7,199 | 18.10 | ||||
| 2025-08-15 | 13F | 库克森财富有限责任公司 | 608 | -5.44 | 176 | 37.50 | ||||
| 2025-07-09 | 13F | 网关投资顾问有限公司 | 689,807 | -2.56 | 199,982 | 15.16 | ||||
| 2025-08-06 | 13F | 联邦股权服务有限公司 | 1,762,557 | -5.24 | 511 | 11.84 | ||||
| 2025-07-25 | 13F | 威彻斯特资本管理公司 | 86,805 | -1.46 | 25,166 | 16.46 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 58,950 | -3.39 | 17,090 | 14.18 | ||||
| 2025-07-18 | 13F | 布鲁克蒙特资本管理公司 | 17,665 | -15.47 | 5,121 | -0.10 | ||||
| 2025-08-13 | 13F | 威廉姆森遗产集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 黑点财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Junto资本管理有限责任公司 | 315,892 | -0.06 | 91,580 | 18.12 | ||||
| 2025-07-31 | 13F | 沃恩大卫投资公司/il | 349,640 | -0.75 | 101 | 17.44 | ||||
| 2025-07-07 | 13F | 企业银行信托公司 | 29,540 | -1.06 | 8,564 | 16.93 | ||||
| 2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 14,365 | -21.27 | 4,165 | -6.95 | ||||
| 2025-07-11 | 13F | 橡树资产管理有限公司 | 18,088 | -0.44 | 5,244 | 17.66 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 7,921 | -7.00 | 2,296 | 9.91 | ||||
| 2025-08-08 | 13F | 艾雷岛资本管理有限公司 | 2,675 | -7.69 | 776 | 9.15 | ||||
| 2025-08-12 | 13F | Mmbg 投资顾问公司 | 143,207 | -1.18 | 41,517 | 16.79 | ||||
| 2025-07-17 | 13F | 石点财富有限责任公司 | 30,424 | -1.11 | 8,820 | 16.87 | ||||
| 2025-08-11 | 13F | Qsemble 资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 肯塔基独立银行 | 92,242 | -0.58 | 26,742 | 17.50 | ||||
| 2025-08-05 | 13F | 斯卡伯勒顾问有限责任公司 | 1,810 | -2.48 | 525 | 15.16 | ||||
| 2025-08-14 | 13F | 蓝色资本有限公司 | 14,659 | -2.73 | 4,250 | 17.64 | ||||
| 2025-07-18 | 13F | 联合银行 | 99,580 | -0.86 | 28,869 | 17.17 | ||||
| 2025-06-25 | NP | ILCV - iShares Morningstar 大盘价值 ETF | 117,146 | -0.07 | 28,656 | -8.54 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 2,693,747 | -1.27 | 780,944 | 16.69 | ||||
| 2025-07-24 | 13F | 坎普曼·梅丽莎·S. | 19,501 | -2.16 | 5,654 | 15.63 | ||||
| 2025-08-05 | 13F | 马里恩财富管理 | 13,815 | -4.52 | 4,005 | 12.85 | ||||
| 2025-07-18 | 13F | 阿米资产管理公司 | 5,289 | -35.52 | 1,533 | -23.77 | ||||
| 2025-03-27 | NP | PWS - Pacer WealthShield ETF | 1,654 | -14.96 | 442 | 7.02 | ||||
| 2025-08-04 | 13F | Lm Kohn 公司 | 17,895 | -2.59 | 5,188 | 15.14 | ||||
| 2025-08-12 | 13F | 联合银行 | 395,656 | -1.21 | 114,705 | 16.76 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 28,685 | -19.66 | 8,316 | -5.05 | ||||
| 2025-08-13 | 13F | 资本集团私人客户服务公司 | 734,341 | -0.69 | 212,893 | 17.37 | ||||
| 2025-07-25 | 13F | G2 资本管理有限公司 / 哦 | 1,244 | -2.81 | 361 | 15.02 | ||||
| 2025-05-14 | 13F | 南山人寿保险股份有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 2,069 | -5.78 | 600 | 11.34 | ||||
| 2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 5,566 | -10.30 | 1,362 | -17.91 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 196,222 | -3.07 | 56,887 | 14.56 | ||||
| 2025-04-09 | 13F | 赛威资产管理 | 39,462 | -2.58 | 9,680 | -0.30 | ||||
| 2025-08-11 | 13F | 花旗集团 | Call | 262,300 | -13.86 | 76,043 | 1.81 | |||
| 2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 9,905 | -1.44 | 2,872 | 16.47 | ||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | 23,535 | -14.12 | 4,963 | -10.47 | ||||
| 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 | 3,978 | -2.38 | 1,153 | 15.42 | ||||
| 2025-08-06 | 13F | 马太25管理公司 | 52,000 | -5.45 | 15,075 | 11.74 | ||||
| 2025-08-14 | 13F | 客观资本管理有限责任公司 | 2,846 | -1.76 | 825 | 16.20 | ||||
| 2025-04-28 | NP | SIXH - 6 Meridian 对冲股票指数期权策略 ETF | 22,295 | -13.43 | 5,900 | -8.26 | ||||
| 2025-07-09 | 13F | 格雷夫斯莱特私人财富管理公司 | 38,583 | -5.39 | 11,185 | 11.82 | ||||
| 2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 3,052 | -6.01 | 806 | -6.29 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 6,755,668 | -0.50 | 1,958,536 | 17.60 | ||||
| 2025-07-21 | 13F | Credential证券公司 | 29,990 | -6.30 | 3,129 | -11.09 | ||||
| 2025-08-05 | 13F | 坎比亚投资有限公司 | 200,152 | -2.60 | 58,026 | 15.12 | ||||
| 2025-04-28 | NP | SIXA - 6 Meridian Mega Cap 股票 ETF | 15,480 | -7.50 | 4,097 | -1.99 | ||||
| 2025-08-14 | 13F | 大谷顾问集团有限公司 | 101,172 | -17.05 | 29,331 | -1.97 | ||||
| 2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 1,425 | -6.13 | 414 | 11.02 | ||||
| 2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,868 | -11.01 | 493 | -11.17 | ||||
| 2025-08-12 | 13F | 艾斯勒资本管理有限公司 | 89,147 | -30.75 | 25,857 | -18.07 | ||||
| 2025-07-30 | NP | ILESX - 费舍尔投资机构集团美国大型股票环境和社会价值基金 | 29 | -6.45 | 8 | -12.50 | ||||
| 2025-08-27 | NP | DVND - Touchstone 股息选择 ETF | 1,999 | -28.91 | 580 | 42.26 | ||||
| 2025-08-07 | 13F | 费根联合公司 | 61,772 | -1.41 | 17,908 | 16.52 | ||||
| 2025-08-04 | 13F | 费希尔基金管理有限公司 | 144,193 | -5.05 | 41,803 | 12.22 | ||||
| 2025-07-10 | 13F | 选择性财富管理公司 | 2,268 | -4.14 | 642 | 15.05 | ||||
| 2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 119,240 | -4.83 | 34,569 | 12.48 | ||||
| 2025-08-05 | 13F | EPG财富管理有限责任公司 | 20,946 | -10.72 | 6,072 | 5.53 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 20,399 | -7.23 | 5,914 | 9.64 | ||||
| 2025-08-11 | 13F | 鲍德温投资管理有限公司 | 48,966 | -0.75 | 14,196 | 17.29 | ||||
| 2025-07-07 | 13F | 艾布纳赫尔曼和布洛克有限责任公司 | 123,233 | -3.82 | 36 | 12.90 | ||||
| 2025-07-25 | 13F | 塞罗太平洋财富顾问有限责任公司 | 15,632 | -1.61 | 4,532 | 18.99 | ||||
| 2025-08-08 | 13F | 策略财富顾问有限责任公司 | 9,466 | -1.68 | 2,744 | 16.22 | ||||
| 2025-05-14 | 13F | 斯通里奇投资合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-16 | 13F | 重新平衡有限公司 | 1,875 | -3.35 | 544 | 14.32 | ||||
| 2025-06-25 | NP | FNCL - 富达 MSCI 金融指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 764,821 | -0.66 | 187,091 | -9.09 | ||||
| 2025-06-23 | NP | UDPIX - Ultradow 30 深度投资者类别 | 3,943 | -15.93 | 965 | -23.06 | ||||
| 2025-07-24 | 13F | Edge 财务顾问有限公司 | 7,906 | -0.99 | 2,293 | 17.06 | ||||
| 2025-07-24 | 13F | 范德波尔投资有限责任公司 | 1,079 | -3.75 | 313 | 13.87 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 114,602 | -13.63 | 33,224 | 2.07 | ||||
| 2025-07-14 | 13F | 边缘财富管理有限责任公司 | 88,812 | -1.58 | 25,759 | 16.38 | ||||
| 2025-08-14 | 13F | 伯恩财务自由有限责任公司 | 4,177 | -1.99 | 1,211 | 15.89 | ||||
| 2025-08-27 | NP | NEUBERGER BERMAN ADVISERS 管理信托 - 可持续股票投资组合 I 类 | 67,275 | -4.31 | 19,504 | 13.09 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 13,413 | -3.63 | 3,889 | 13.88 | ||||
| 2025-07-24 | 13F | 易方达基金管理（香港）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Gts 证券有限公司 | 10,429 | -28.12 | 3,023 | -15.04 | ||||
| 2025-06-27 | NP | 景顺交易所交易基金信托 II - 景顺 MSCI 全球气候 500 ETF | 45,567 | -29.98 | 11,147 | -35.92 | ||||
| 2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 17,174 | -19.99 | 5 | -20.00 | ||||
| 2025-07-23 | 13F | 戈德西和吉布事务所 | 2,339 | -3.86 | 678 | 13.76 | ||||
| 2025-08-14 | 13F | 道富银行 | 125,287,735 | -1.75 | 36,322,167 | 16.12 | ||||
| 2025-07-14 | 13F | 施泰格瓦尔德、戈登和科赫公司 | 126,021 | -0.63 | 36,535 | 17.43 | ||||
| 2025-08-11 | 13F | YD摩尔投资有限公司 | 8,912 | -12.73 | 2,581 | 3.08 | ||||
| 2025-08-05 | 13F | 阿特拉斯财富有限责任公司 | 27,524 | -0.50 | 7,993 | 17.80 | ||||
| 2025-08-01 | 13F | 里程碑资产管理集团有限责任公司 | 823 | -3.06 | 239 | 14.42 | ||||
| 2025-07-16 | 13F | 巴格利菲尔普斯财富管理有限责任公司 | 297,568 | -0.66 | 86,268 | 17.41 | ||||
| 2025-07-22 | 13F | 人民银行 | 17,527 | -8.27 | 5 | 25.00 | ||||
| 2025-07-07 | 13F | 萨默塞特信托公司 | 34,617 | -2.15 | 10,036 | 15.64 | ||||
| 2025-05-15 | 13F | Epacria 资本合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 塔夫顿资本管理公司 | 74,260 | -3.11 | 22 | -99.89 | ||||
| 2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 7,028 | -4.90 | 2,037 | 12.42 | ||||
| 2025-07-16 | 13F | 普兰公司有限责任公司 | 10,820 | -1.30 | 3,137 | 16.67 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 2,604,636 | -2.52 | 755,110 | 15.21 | ||||
| 2025-06-16 | 13F | 彼得森财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 8,672 | -1.64 | 2,514 | 16.28 | ||||
| 2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 9,183 | -2.97 | 2,723 | 19.48 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 1,685,265 | -7.69 | 488,173 | 9.09 | ||||
| 2025-08-12 | 13F | 维维集团有限公司 | 6,544 | -1.33 | 1,897 | 16.67 | ||||
| 2025-08-06 | 13F | 北美 Cetera 信托公司 | 16,994 | -0.71 | 4,927 | 17.34 | ||||
| 2025-05-15 | 13F | 放大投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 7,566 | -55.76 | 2,193 | -47.72 | ||||
| 2025-08-14 | 13F | 犹他州退休系统 | 461,316 | -0.86 | 133,740 | 17.16 | ||||
| 2025-07-28 | 13F | 橡子财务咨询服务公司 /adv | 1,278 | -1.01 | 371 | 17.09 | ||||
| 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 | 5,184,012 | -0.04 | 1,368,579 | -0.28 | ||||
| 2025-08-05 | 13F | 惠灵顿希尔兹资本管理有限责任公司 | 68,333 | -1.31 | 19,810 | 16.64 | ||||
| 2025-08-13 | 13F | 城镇广场资本有限公司 | 31,432 | -84.12 | 9,112 | -81.23 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Call | 1,200 | -20.00 | 348 | -5.45 | |||
| 2025-08-14 | 13F | 夏威夷银行 | 39,761 | -29.25 | 11,527 | -16.39 | ||||
| 2025-06-27 | NP | DJD - 景顺道琼斯工业平均股息 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 | 49,504 | -13.84 | 12,110 | -21.15 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | Put | 2,500 | -43.18 | 725 | -32.90 | |||
| 2025-08-01 | 13F | 詹姆斯投资研究公司 | 75,866 | -2.62 | 21,994 | 15.09 | ||||
| 2025-07-31 | 13F | 麦克丹尼尔特里公司 | 5,745 | -6.83 | 1,666 | 166,400.00 | ||||
| 2025-08-08 | 13F | 进化财富顾问有限责任公司 | 6,498 | -1.52 | 1,884 | 16.38 | ||||
| 2025-07-24 | NP | FGKFX - 富达成长公司K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 144,219 | -3.69 | 38,074 | -3.93 | ||||
| 2025-05-09 | 13F | 马克西投资CY有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 贸易风资本管理有限公司 | 1,024 | -4.92 | 297 | 12.12 | ||||
| 2025-08-13 | 13F | 温斯洛资产管理公司 | 65,874 | -0.46 | 19 | 18.75 | ||||
| 2025-07-30 | 13F | 洛林·沃尔科特和柯立芝信托顾问有限责任公司/马 | 75,592 | -1.81 | 21,915 | 18.17 | ||||
| 2025-07-28 | 13F | 迪克森金融服务公司 | 7,495 | -1.32 | 2,173 | 16.59 | ||||
| 2025-07-10 | 13F | 罗克兰信托公司 | 113,510 | -17.85 | 32,908 | -2.91 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪价值基金标准 II 类 | 95,800 | -2.09 | 27,773 | 15.72 | ||||
| 2025-07-25 | 13F | 前列腺集团有限责任公司 | 2,775 | -14.59 | 804 | 1.01 | ||||
| 2025-08-26 | NP | BLCN - Siren 纳斯达克 NexGen 经济 ETF | 704 | -81.62 | 204 | -78.27 | ||||
| 2025-07-21 | 13F | 门多塔金融集团有限责任公司 | 631 | -1.25 | 183 | 16.67 | ||||
| 2025-08-13 | 13F | 可可企业有限责任公司 | 2,328 | -2.47 | 675 | 30.37 | ||||
| 2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 7,983 | -0.08 | 2,314 | 18.12 | ||||
| 2025-07-15 | 13F | 灯塔投资咨询服务公司 | 255,237 | -3.18 | 73,996 | 14.43 | ||||
| 2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 42,833 | -0.15 | 12,418 | 18.01 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 17,235 | -3.63 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 466,333 | -0.25 | 135,195 | 17.89 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 25,436 | -0.82 | 7,374 | 17.22 | ||||
| 2025-03-21 | NP | PCLCX - PACE 大型共同成长股权投资 P 类 | 7,868 | -38.95 | 2,103 | -14.86 | ||||
| 2025-08-14 | 13F | 坦帕湾有限责任公司财富顾问 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Eads & Heald 财富管理 | 12,516 | -6.01 | 4 | 0.00 | ||||
| 2025-04-14 | 13F | 海滩投资顾问公司/pa | 72,055 | -12.55 | 18 | -10.53 | ||||
| 2025-07-14 | 13F | 机械银行信托部 | 39,058 | -0.81 | 11,323 | 17.23 | ||||
| 2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 227,894 | -0.08 | 66,069 | 18.09 | ||||
| 2025-06-26 | NP | CAMWX - Cambiar 机会基金机构类别股票 | 45,000 | -10.00 | 11,008 | -17.64 | ||||
| 2025-07-24 | 13F | 康宁公司 | 146,262 | -7.63 | 42,403 | 9.17 | ||||
| 2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 92,587 | -4.18 | 26,842 | 13.24 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 1,644,216 | -3.71 | 476,675 | 13.80 | ||||
| 2025-07-09 | 13F | 凯旋资本管理公司 | 1,423 | -20.64 | 413 | -6.15 | ||||
| 2025-08-13 | 13F | 加德纳·罗素·奎恩律师事务所 | 573,700 | -45.01 | 166,321 | -35.01 | ||||
| 2025-08-01 | 13F | 双湖资本管理有限公司 | 13,908 | -0.44 | 4,032 | 17.66 | ||||
| 2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 173,014 | -2.13 | 50,158 | 15.67 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 290,889 | -2.56 | 84,332 | 15.16 | ||||
| 2025-08-21 | NP | TSAMX - Thornburg Summit 基金 - A 类 | 2,746 | -20.68 | 796 | -6.24 | ||||
| 2025-07-16 | 13F | 鹰环球顾问有限公司 | 173,204 | -1.18 | 50,214 | 16.79 | ||||
| 2025-07-28 | 13F | 速递资本有限公司 | 83,059 | -1.87 | 24,080 | 15.97 | ||||
| 2025-05-12 | 13F | 受托家族办公室有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 1,498 | -20.02 | 434 | -5.45 | ||||
| 2025-08-14 | 13F | 红木投资管理有限公司 | 7,075 | -17.47 | 2 | 0.00 | ||||
| 2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 10,191 | -7.48 | 2,690 | -7.72 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 37,589 | -1.24 | 10,897 | 16.72 | ||||
| 2025-07-14 | 13F | 财富咨询解决方案有限责任公司 | 36,554 | -0.86 | 10,597 | 17.17 | ||||
| 2025-07-29 | 13F | 斯坦利拉曼集团有限公司 | 7,196 | -38.73 | 2,086 | -27.57 | ||||
| 2025-08-15 | 13F | 豪兰资本管理有限公司 | 35,994 | -4.42 | 10,435 | 12.97 | ||||
| 2025-07-15 | 13F | SJS投资咨询公司 | 1,991 | -8.33 | 577 | 8.46 | ||||
| 2025-07-15 | 13F | 轴财富合伙有限公司 | 2,122 | -4.89 | 615 | 12.43 | ||||
| 2025-08-12 | 13F | 三合一金融合作伙伴有限责任公司 | 1,611 | -18.84 | 467 | -3.91 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 551,821 | -2.87 | 159,978 | 14.79 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理大盘价值投资组合 1 类 | 28,782 | -0.17 | 8,344 | 18.00 | ||||
| 2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 2,172 | -6.50 | 531 | -14.35 | ||||
| 2025-08-06 | 13F | Cornercap投资顾问公司 | 8,540 | -20.62 | 2,476 | -6.21 | ||||
| 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 | 151,999 | -9.36 | 44,066 | 7.12 | ||||
| 2025-07-29 | 13F | 东方投资合作伙伴有限公司 | 94,696 | -2.33 | 27,453 | 15.44 | ||||
| 2025-07-24 | 13F | 协调金融服务有限公司 | 2,495 | -16.22 | 723 | 1.40 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 6,561 | -9.17 | 1,902 | 7.40 | ||||
| 2025-07-11 | 13F | 鲍氏建筑事务所 | 33,593 | -4.72 | 9,099 | 8.05 | ||||
| 2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 里程碑资产管理有限公司 | 6,662 | -64.52 | 1,931 | -58.08 | ||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 11,180 | -4.16 | 3,241 | 13.28 | ||||
| 2025-08-12 | 13F | 装甲投资顾问有限责任公司 | 7,753 | -7.32 | 2,248 | 9.56 | ||||
| 2025-08-13 | 13F | 哈弗福德信托公司 | 1,446,522 | -0.59 | 419,361 | 17.49 | ||||
| 2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 101,311 | -0.06 | 29,371 | 18.12 | ||||
| 2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 187,733 | -2.45 | 54,426 | 15.29 | ||||
| 2025-08-13 | 13F | 桑伯格投资管理公司 | 93,487 | -83.82 | 27,103 | -98.09 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 大盘纪律价值 VIP 基金 | 13,109 | -5.68 | 3,800 | 11.47 | ||||
| 2025-07-07 | 13F | 班戈储蓄银行 | 43,717 | -0.94 | 12,674 | 17.07 | ||||
| 2025-08-11 | 13F | Birchbrook公司 | 9,002 | -1.65 | 2,610 | 16.21 | ||||
| 2025-08-05 | 13F | 阿维安斯资本合作伙伴有限责任公司 | 82,412 | -0.59 | 23,892 | 17.49 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 74,958 | -62.43 | 21,731 | -55.60 | ||||
| 2025-07-21 | 13F | Ameriflex 集团公司 | 5,620 | -25.06 | 1,623 | -11.80 | ||||
| 2025-08-12 | 13F | MWA资产管理 | 10,039 | -2.45 | 2,911 | 15.29 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 1,794,359 | -0.10 | 520 | 18.18 | ||||
| 2025-08-12 | 13F | 第一长岛投资者有限责任公司 | 118,124 | -1.31 | 34,245 | 16.64 | ||||
| 2025-08-04 | 13F | 地平线财富管理有限公司 | 5,242 | -3.36 | 1,520 | 14.21 | ||||
| 2025-07-07 | 13F | 泽文伯根资本投资有限公司 | 29,538 | -0.74 | 8,563 | 17.32 | ||||
| 2025-05-29 | NP | CAPOX - 绝对资本机会基金机构股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 12,815 | -8.60 | 3,383 | -8.81 | ||||
| 2025-08-12 | 13F | 萨图纳资本公司 | 2,873 | -1.03 | 833 | 16.85 | ||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 584,358 | -2.83 | 169 | 14.97 | ||||
| 2025-07-31 | 13F | 联合投资顾问有限公司 | 69,418 | -1.05 | 20,125 | 16.95 | ||||
| 2025-04-23 | 13F | JCIC资产管理公司 | 66,465 | -0.72 | 16,304 | 1.60 | ||||
| 2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 54,068 | -1.59 | 15,675 | 16.30 | ||||
| 2025-07-16 | 13F | 斯威舍金融概念公司 | 2,634 | -3.69 | 764 | 13.88 | ||||
| 2025-08-14 | 13F | 泛美金融顾问公司 | 6,658 | -12.14 | 1,930 | 192,800.00 | ||||
| 2025-07-24 | 13F | 卡森艾拉利亚财富管理有限公司 | 1,238 | -0.88 | 359 | 17.32 | ||||
| 2025-08-25 | NP | MDDAX - MassMutual Select 多元化价值基金 A 类 | 62,900 | -5.70 | 18,235 | 11.45 | ||||
| 2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 4,907 | -4.18 | 1,423 | 13.22 | ||||
| 2025-07-15 | 13F | 信诺投资公司/新 | 27,360 | -3.25 | 8 | 16.67 | ||||
| 2025-08-14 | 13F | Voya 财务顾问公司 | 18,547 | -12.72 | 5,325 | 3.18 | ||||
| 2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 2,452 | -22.97 | 693 | -6.10 | ||||
| 2025-07-17 | 13F | XML 金融有限责任公司 | 44,371 | -1.63 | 12,864 | 16.27 | ||||
| 2025-07-25 | 13F | 米切尔资本管理公司 | 58,405 | -12.10 | 17,012 | 4.37 | ||||
| 2025-08-29 | NP | RAFE - PIMCO RAFI ESG 美国 ETF | 9,632 | -0.77 | 2,792 | 17.26 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica BlackRock 全球分配副总裁初始 | 16,599 | -6.90 | 4,812 | 10.04 | ||||
| 2025-08-05 | 13F | 好事达公司 | 5,476 | -94.49 | 1,588 | -93.49 | ||||
| 2025-08-27 | NP | RYLDX - 道指 2x 策略基金 A | 4,436 | -31.79 | 1,286 | -19.37 | ||||
| 2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 193,381 | -1.06 | 51,053 | -1.30 | ||||
| 2025-07-29 | 13F | 东北投资管理公司 | 197,271 | -1.38 | 57,191 | 16.55 | ||||
| 2025-06-23 | NP | IYF - iShares 美国金融 ETF | 1,260,308 | -21.09 | 308,297 | -27.78 | ||||
| 2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 105,704 | -3.33 | 30,645 | 14.25 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 46,343 | -2.03 | 13,435 | 15.79 | ||||
| 2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 27,327 | -42.10 | 7,922 | -31.57 | ||||
| 2025-07-17 | 13F | 金融合作伙伴集团有限责任公司 | 46,413 | -1.09 | 13,456 | 16.90 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 62,983 | -13.45 | 18,259 | 2.30 | ||||
| 2025-07-25 | 13F | 财富建筑师有限责任公司 | 13,471 | -1.49 | 3,905 | 16.43 | ||||
| 2025-07-29 | NP | JIEMX - 股票收益基金类别资产净值 | 21,369 | -80.37 | 5,641 | -80.42 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 1,383,212 | -6.74 | 338,361 | -14.65 | ||||
| 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 | 4,460 | -7.81 | 1,192 | 11.09 | ||||
| 2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 99,610 | -4.24 | 28,878 | 13.17 | ||||
| 2025-08-13 | 13F | 平克顿退休专家有限责任公司 | 21,725 | -2.17 | 6,298 | 15.62 | ||||
| 2025-05-06 | 13F | M. Kulyk & Associates, 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | 塔嘉资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 帕克赛德投资有限责任公司 | 2,343 | -8.41 | 679 | 8.29 | ||||
| 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 | 12,291 | -5.00 | 3,563 | 12.29 | ||||
| 2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 2,058 | -26.76 | 597 | -13.50 | ||||
| 2025-08-14 | 13F | 克劳福德投资顾问公司 | 221,178 | -7.39 | 64,122 | 9.46 | ||||
| 2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 56,752 | -37.29 | 16,453 | -25.89 | ||||
| 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 | 287,165 | -13.07 | 83,252 | 2.74 | ||||
| 2025-08-13 | 13F | AMJ金融财富管理 | 2,899 | -3.01 | 840 | 14.60 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 22,572 | -83.86 | 7 | -82.35 | ||||
| 2025-07-24 | NP | FALAX - 富达顾问大盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 52,018 | -19.12 | 13,733 | -19.32 | ||||
| 2025-07-30 | 13F | 汤森联合公司 | 1,643 | -83.71 | 491 | -78.79 | ||||
| 2025-07-14 | 13F | 财务增强集团有限责任公司 | 2,301 | -0.95 | 660 | 20.66 | ||||
| 2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 682,907 | -0.85 | 197,982 | 17.18 | ||||
| 2025-08-08 | 13F | Turn8私人财富公司 | 13,543 | -7.35 | 3,935 | 9.76 | ||||
| 2025-08-12 | 13F | 奥兹克银行 | 18,849 | -2.77 | 5,465 | 14.91 | ||||
| 2025-08-12 | 13F | 国家信托银行 | 208,552 | -7.96 | 60,461 | 8.78 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 3,568,836 | -2.14 | 1,035 | 15.66 | ||||
| 2025-07-30 | 13F | 索纳塔资本集团公司 | 10,700 | -3.61 | 3 | 50.00 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 价值系列初始类别 | 415,759 | -1.69 | 120,533 | 16.19 | ||||
| 2025-07-15 | 13F | 亲和财富管理有限公司 | 17,856 | -0.06 | 5,177 | 18.12 | ||||
| 2025-07-15 | 13F | 退休有限责任公司 | 1,115 | -12.75 | 323 | 4.19 | ||||
| 2025-08-07 | 13F | Tfo-tdc 有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 木兰资本顾问有限公司 | 17,221 | -3.28 | 4,993 | 14.31 | ||||
| 2025-06-26 | NP | FDRR - 利率上涨的富达股息 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 45,200 | -6.09 | 11,057 | -14.06 | ||||
| 2025-08-11 | 13F | Bulltick 财富管理有限责任公司 | 7,384 | -29.57 | 2,141 | -16.76 | ||||
| 2025-08-13 | 13F | 布兰德斯投资合伙公司 | 213,684 | -8.03 | 61,951 | 8.70 | ||||
| 2025-08-06 | 13F | 保尔森财富管理公司 | 8,544 | -0.25 | 2,477 | 17.90 | ||||
| 2025-07-28 | 13F | Kiker 财富管理有限公司 | 585 | -41.67 | 170 | -31.30 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 73,512 | -6.86 | 21,312 | 10.07 | ||||
| 2025-08-05 | 13F | 格鲁斯有限公司 | 1,000 | -50.00 | 290 | -41.02 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 246,234 | -3.48 | 71,386 | 14.07 | ||||
| 2025-08-04 | 13F | 米格达勒保险金融控股有限公司 | 251,992 | -0.14 | 73 | 19.67 | ||||
| 2025-07-24 | 13F | 乐肯投资集团有限责任公司 | 1,848 | -14.64 | 536 | 0.94 | ||||
| 2025-07-29 | NP | KBWB - Invesco KBW 银行 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 | 1,209,223 | -0.15 | 319,235 | -0.40 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | Call | 4,159 | -12.15 | 120,574 | 3.83 | |||
| 2025-06-24 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 37,645 | -28.29 | 9,209 | -34.38 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 1,045 | -20.41 | 303 | -6.21 | ||||
| 2025-05-29 | NP | NEFZX - Loomis Sayles 战略收益基金 A 类 | 8,667 | -49.70 | 2,126 | -48.52 | ||||
| 2025-07-28 | 13F | 刚玉信托公司 | 2,504 | -0.04 | 726 | 18.08 | ||||
| 2025-08-29 | NP | DIVL - 麦迪逊股息价值 ETF | 6,405 | -1.78 | 1,857 | 16.07 | ||||
| 2025-08-04 | 13F | 卡雷特资产管理有限公司 | 146,836 | -0.34 | 42,569 | 17.78 | ||||
| 2025-07-17 | 13F | 阿尔卑斯银行财富管理 | 17,649 | -0.71 | 5,117 | 17.34 | ||||
| 2025-06-25 | NP | PRIGX - T. Rowe Price 机构全球价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,717 | -12.99 | 2,866 | -20.37 | ||||
| 2025-04-10 | 13F | Myriad Asset Management 美国有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 招牌财富管理集团 | 2,062 | -6.82 | 598 | 10.15 | ||||
| 2025-08-13 | 13F | Echo45 顾问有限责任公司 | 1,868 | -0.95 | 542 | 17.10 | ||||
| 2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 4,939 | -0.80 | 1,432 | 17.20 | ||||
| 2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | Call | 400 | -20.00 | 116 | -5.74 | |||
| 2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 13,574 | -1.67 | 3,935 | 16.21 | ||||
| 2025-07-24 | 13F | 综合资金管理服务有限公司 | 917 | -4.38 | 266 | 12.77 | ||||
| 2025-08-07 | 13F | 嘉德资本有限责任公司 | 12,036 | -19.21 | 3,489 | -4.52 | ||||
| 2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 3,451 | -9.42 | 1,000 | 7.07 | ||||
| 2025-08-14 | 13F | 格伦鹰顾问有限公司 | 16,915 | -3.97 | 4,904 | 13.50 | ||||
| 2025-07-16 | 13F | 美国资产管理有限公司 | 9,934 | -0.27 | 2,880 | 143,850.00 | ||||
| 2025-08-13 | 13F | 波特兰投资顾问公司 | 3,000 | -52.01 | 870 | -43.31 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 250,958 | -0.29 | 72,755 | 17.84 | ||||
| 2025-06-27 | NP | 卡拉莫斯战略总回报基金 | 190,495 | -10.15 | 46,599 | -17.78 | ||||
| 2025-06-25 | NP | 安联股票及可转换收益基金 | 32,045 | -25.57 | 7,839 | -31.89 | ||||
| 2025-08-05 | 13F | BCGM 财富管理有限责任公司 | 18,250 | -0.41 | 5,291 | 17.69 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 29,687 | -7.90 | 8,606 | 8.85 | ||||
| 2025-04-18 | 13F | 太平洋资本财富顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 医生金融服务公司 | 7,487 | -0.33 | 2 | 100.00 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MFS 价值投资组合 A 类 | 425,582 | -3.17 | 123,380 | 14.44 | ||||
| 2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 银行与信托公司 | 3,357 | -0.71 | 973 | 17.37 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林增长与收入 VIP 基金 1 级 | 8,839 | -1.05 | 2,563 | 16.93 | ||||
| 2025-07-25 | 13F | 米切尔·辛克勒和斯塔尔/pa | 11,659 | -75.51 | 3,380 | -71.06 | ||||
| 2025-08-14 | 13F | 马拉松资本管理公司 | 21,276 | -1.85 | 6,168 | 16.01 | ||||
| 2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 11,939 | -0.67 | 3,461 | 17.40 | ||||
| 2025-07-28 | 13F | 特鲁姆 | 8,226 | -0.42 | 2,385 | 17.67 | ||||
| 2025-08-12 | 13F | 有抱负的创业公司 | 998 | -0.70 | 289 | 15.60 | ||||
| 2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 3,480 | -1.28 | 1,011 | 17.58 | ||||
| 2025-08-13 | 13F | 尊贵退休有限公司 | 1,319 | -4.14 | 382 | 13.35 | ||||
| 2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 102,343 | -18.38 | 27,019 | -18.58 | ||||
| 2025-07-15 | 13F | 第一城市资本管理公司 | 16,110 | -1.03 | 4,670 | 16.98 | ||||
| 2025-07-28 | 13F | 戴维森信托公司 | 12,587 | -1.99 | 3,649 | 15.84 | ||||
| 2025-05-28 | 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 | 23 | -58.18 | 6 | -61.54 | ||||
| 2025-07-31 | 13F | 信托财富合作伙伴有限责任公司 | 1,682 | -23.86 | 488 | -9.98 | ||||
| 2025-07-14 | 13F | 格里斯金融有限公司 | 6,674 | -15.21 | 1,935 | 0.21 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 411,478 | -0.56 | 119,292 | 17.52 | ||||
| 2025-08-26 | NP | QLMETX - ClearBridge 可变股息策略投资组合 II 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,664 | -34.24 | 10,629 | -22.29 | ||||
| 2025-07-22 | 13F | 遗产信托 | 36,198 | -4.41 | 10,494 | 12.98 | ||||
| 2025-04-14 | 13F | 格里菲斯与沃纳公司 | 3,670 | -1.34 | 900 | 1.01 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州社会意识基金标准级 | 72,325 | -2.98 | 20,968 | 14.66 | ||||
| 2025-06-30 | NP | AIM 股票基金（INVESCO 股票基金）- Invesco Oppenheimer Main Street Fund C 类 | 1,055,872 | -1.15 | 258,287 | -9.53 | ||||
| 2025-08-04 | 13F | 阿拉巴马州退休制度 | 912,580 | -1.10 | 264,566 | 16.89 | ||||
| 2025-06-26 | NP | FEOPX - 富达持久机会基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 828 | -2.59 | 203 | -11.01 | ||||
| 2025-08-26 | NP | ISBAX - VY(R) 哥伦比亚逆势核心投资组合 ADV 级 | 6,228 | -1.83 | 1,806 | 16.00 | ||||
| 2025-07-09 | 13F | 行动财富管理有限公司 | 1,042 | -7.46 | 302 | 9.42 | ||||
| 2025-07-02 | 13F | 克拉姆利联合公司 | 6,040 | -2.01 | 1,751 | 15.81 | ||||
| 2025-04-25 | 13F | EnRich金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 赎金咨询有限公司 | 31,964 | -1.27 | 9,267 | 16.69 | ||||
| 2025-04-02 | 13F | 马库姆财富有限责任公司 | 26,761 | -23.94 | 6,564 | -22.17 | ||||
| 2025-08-25 | NP | DDIV - First Trust Dorsey Wright 动量和股息 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 | 3,771 | -15.16 | 1,093 | 0.28 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁银行 | 164 | -19.21 | 48 | -4.08 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 2,928 | -22.21 | 845 | -8.45 | ||||
| 2025-07-09 | 13F | 亲和资本顾问有限责任公司 | 4,246 | -0.98 | 1,231 | 21.54 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 37,929 | -5.50 | 10,996 | 11.68 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 52,566 | -19.40 | 15,239 | -4.74 | ||||
| 2025-05-14 | 13F | ADAPT 投资管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 729,479 | -0.54 | 211,377 | 17.50 | ||||
| 2025-05-15 | 13F | Proquility 私人财富合作伙伴有限责任公司 | 17,154 | -12.84 | 4,208 | -10.81 | ||||
| 2025-08-25 | NP | FTXO - 第一信托纳斯达克银行 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 | 69,205 | -5.47 | 20,063 | 11.72 | ||||
| 2025-07-16 | 13F | Builder投资集团公司/adv | 2,045 | -5.76 | 593 | 11.28 | ||||
| 2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 8,540 | -20.62 | 2,476 | -6.21 | ||||
| 2025-08-06 | 13F | Raelipskie 合伙公司 | 16,178 | -10.35 | 4,690 | 5.96 | ||||
| 2025-06-25 | NP | SINAX - ClearBridge 大盘价值基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 477,755 | -2.47 | 116,868 | -10.75 | ||||
| 2025-07-31 | 13F | 白金汉战略合作伙伴 | 65,923 | -11.59 | 19,110 | 4.48 | ||||
| 2025-08-14 | 13F | 资本规划顾问有限责任公司 | 6,058 | -0.23 | 1,756 | 17.93 | ||||
| 2025-08-27 | NP | VIVAX - 先锋价值指数基金投资者股票 | 24,317,511 | -0.82 | 7,049,890 | 17.22 | ||||
| 2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 11,104 | -5.76 | 3,219 | 11.38 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Legg Mason BW 大盘价值投资组合 1 级 | 235,100 | -3.17 | 57,510 | -11.39 | ||||
| 2025-07-30 | 13F | 怀特灯塔投资管理公司 | 1,911 | -2.50 | 554 | 15.42 | ||||
| 2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS 核心股票 VIP A 级 | 15,297 | -2.49 | 4,435 | 15.23 | ||||
| 2025-07-31 | 13F | Lountzis资产管理有限公司 | 1,216 | -7.03 | 353 | 10.00 | ||||
| 2025-08-04 | 13F | 创意金融设计公司 /adv | 4,896 | -0.65 | 1,419 | 17.47 | ||||
| 2025-07-29 | NP | GINX - SGI 增强型全球收入 ETF | 745 | -8.36 | 197 | -8.84 | ||||
| 2025-07-18 | 13F | 菲利普·詹姆斯财富管理有限责任公司 | 5,697 | -6.68 | 1,652 | 10.29 | ||||
| 2025-07-21 | 13F | 北极星资本管理有限责任公司 | 150,744 | -6.34 | 43,702 | 10.70 | ||||
| 2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 151,671 | -15.23 | 37,102 | -22.43 | ||||
| 2025-08-07 | 13F | 霍奇斯资本管理公司 | 36,218 | -0.74 | 10,500 | 17.31 | ||||
| 2025-08-25 | NP | HADAX - 哈特福德平衡 Hls 基金 Ia | 103,767 | -1.85 | 30,083 | 16.01 | ||||
| 2025-08-12 | 13F | 综合顾问网络有限责任公司 | 62,274 | -3.88 | 18,054 | 13.60 | ||||
| 2025-08-13 | 13F | JPB基金会 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 独立顾问联盟 | 173,617 | -6.34 | 50,333 | 10.69 | ||||
| 2025-07-31 | 13F | 180 财富顾问有限公司 | 18,734 | -1.50 | 5,431 | 16.42 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 95,598 | -6.66 | 27,715 | 10.31 | ||||
| 2025-08-13 | 13F | 奥西亚姆 | 30,452 | -6.11 | 8,828 | 10.96 | ||||
| 2025-08-12 | 13F | 认可财富管理有限责任公司 | 3,823 | -7.28 | 1,108 | 9.59 | ||||
| 2025-08-07 | 13F | 拉斯伯恩兄弟公司 | 2,773,075 | -2.53 | 803,942 | 15.20 | ||||
| 2025-07-08 | 13F | 米拉博与Cie SA | 31,345 | -5.60 | 9,087 | 11.57 | ||||
| 2025-08-12 | 13F | 景观资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 咨询研究公司 | 6,872 | -1.91 | 1,992 | 15.95 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 734,953 | -2.17 | 213,070 | 15.63 | ||||
| 2025-06-27 | NP | 卡拉莫斯全球动态收入基金 | 25,370 | -15.36 | 6,206 | -22.54 | ||||
| 2025-07-15 | 13F | IMS资本管理公司 | 9,701 | -1.06 | 2,812 | 16.92 | ||||
| 2025-08-05 | 13F | 昌盛财富管理有限公司 | 3,239 | -5.43 | 939 | 11.67 | ||||
| 2025-07-29 | 13F | 有志者有限公司 | 24,330 | -7.32 | 7,054 | 9.54 | ||||
| 2025-07-18 | 13F | 传统金融服务有限责任公司 | 2,489 | -3.56 | 722 | 13.90 | ||||
| 2025-08-04 | 13F | 科瓦克顾问公司 | 30,081 | -1.39 | 8,721 | 16.55 | ||||
| 2025-08-14 | 13F | 亲和投资顾问有限公司 | 14,805 | -4.37 | 4,292 | 13.04 | ||||
| 2025-07-24 | 13F | 品尼高西资产管理公司 | 14,590 | -2.24 | 4 | 33.33 | ||||
| 2025-08-14 | 13F | 第一基金会顾问 | 116,285 | -3.49 | 33,712 | 14.06 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 205,887,833 | -1.12 | 59,688,942 | 16.86 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | Call | 267,600 | -11.68 | 77,580 | 4.38 | |||
| 2025-08-27 | NP | 高级系列信托 - Ast 高级策略投资组合 | 48,160 | -13.69 | 13,962 | 2.01 | ||||
| 2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 3,609 | -5.52 | 1,046 | 11.63 | ||||
| 2025-05-14 | 13F | ADAPT 投资管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Allium 财务顾问有限公司 | 3,027 | -0.98 | 878 | 17.09 | ||||
| 2025-08-13 | 13F | 阿朱那资本 | 32,021 | -4.53 | 9,283 | 12.84 | ||||
| 2025-07-22 | 13F | 提升资本顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EWMCX - Evercore 股票基金 | 65,015 | -12.75 | 18,848 | 3.12 | ||||
| 2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 30,797 | -18.18 | 8,721 | -5.55 | ||||
| 2025-05-14 | 13F | Sellwood投资合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | 奥斯汀资产管理公司 | 945 | -12.90 | 274 | 2.63 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 85,508 | -9.92 | 24,790 | 6.46 | ||||
| 2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 2,286 | -2.14 | 663 | 15.53 | ||||
| 2025-07-21 | 13F | 老奥罗拉第二国家银行 | 39,582 | -6.00 | 11,475 | 11.09 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend 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 | 13,495 | -28.62 | 3,912 | -15.64 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 339,703 | -2.42 | 98,483 | 15.32 | ||||
| 2025-07-22 | 13F | 回声财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 三菱日联信托银行 | 1,367,205 | -9.39 | 396,366 | 7.09 | ||||
| 2025-08-05 | 13F | 康纳布尔办公公司 | 20,910 | -3.93 | 6,062 | 13.56 | ||||
| 2025-07-29 | 13F | JTC雇主解决方案信托有限公司 | 246,878 | -19.77 | 72 | -5.33 | ||||
| 2025-06-18 | NP | 两条路共享信托 - LeaderShares(R) Equity Skew ETF | 1,569 | -78.24 | 384 | -69.53 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 557,654 | -12.04 | 161,670 | 3.95 | ||||
| 2025-08-11 | 13F | 顾问资源委员会 | 4,280 | -87.81 | 1,241 | -83.68 | ||||
| 2025-06-25 | NP | WWIDX - 富国银行大型公司价值基金管理员课程 | 11,507 | -2.42 | 2,815 | -10.72 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 4,374,152 | -0.42 | 1,268,110 | 17.69 | ||||
| 2025-07-17 | 13F | 最前线财富管理公司 | 9,759 | -0.18 | 2,829 | 17.97 | ||||
| 2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 10,795 | -6.77 | 3,130 | 10.21 | ||||
| 2025-07-18 | 13F | 布朗希普利有限公司 | 37,342 | -9.87 | 10,826 | 6.52 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 22,766,452 | -2.47 | 6,600,221 | 15.27 | ||||
| 2025-05-16 | 13F | 资本与规划有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 泰隆私人财富有限责任公司 | 10,647 | -8.29 | 3,087 | 6.41 | ||||
| 2025-07-02 | 13F | 多利弗顾问有限合伙人 | 19,200 | -7.00 | 5,566 | 9.91 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FSLVX - 富达股票选择大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,133 | -7.70 | 10,551 | -15.53 | ||||
| 2025-07-24 | 13F | 自由日解决方案有限责任公司 | 1,555 | -0.06 | 451 | 18.11 | ||||
| 2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 2,252 | -8.83 | 1 | |||||
| 2025-05-12 | 13F | 金刚狼资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 埃尔姆伍德财富管理公司 | 9,619 | -2.02 | 2,789 | 15.78 | ||||
| 2025-08-14 | 13F | 赛科斯特管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 肯塔基州教师退休制度 | 457,341 | -0.61 | 133 | 17.86 | ||||
| 2025-08-08 | 13F | 先锋信托银行 不适用/或 | 46,820 | -2.10 | 13,574 | 15.70 | ||||
| 2025-08-14 | 13F | 双山资本有限责任公司 | 4,098 | -92.63 | 1,188 | -91.29 | ||||
| 2025-07-18 | 13F | 太平洋山投资顾问公司/id | 22,057 | -3.53 | 6,395 | 14.02 | ||||
| 2025-08-08 | 13F | POM 投资策略有限责任公司 | 24 | -62.50 | 7 | -60.00 | ||||
| 2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 3,274 | -2.50 | 949 | 15.31 | ||||
| 2025-07-22 | 13F | 伯杰金融集团公司 | 12,338 | -1.11 | 3,577 | 16.86 | ||||
| 2025-07-17 | 13F | MBA顾问有限责任公司 | 7,909 | -6.20 | 2,293 | 10.83 | ||||
| 2025-07-09 | 13F | 石点财富管理公司 | 35,716 | -2.65 | 10,354 | 15.06 | ||||
| 2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 10,579 | -4.38 | 3,067 | 13.01 | ||||
| 2025-08-05 | 13F | 纳维利有限公司 | 9,086 | -4.97 | 2,634 | 12.32 | ||||
| 2025-07-22 | 13F | 加速财富管理 | 8,204 | -1.75 | 2,378 | 16.11 | ||||
| 2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 24,478 | -2.83 | 7,096 | 14.84 | ||||
| 2025-07-28 | NP | EARAX - 伊顿万斯理查德伯恩斯坦全资产策略基金 A 类 | 3,900 | -46.87 | 1,030 | -47.01 | ||||
| 2025-07-09 | 13F | WealthCare 投资伙伴有限责任公司 | 897 | -2.07 | 266 | 26.79 | ||||
| 2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 403,865 | -4.17 | 117,084 | 13.25 | ||||
| 2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 6,801 | -0.47 | 1,972 | 17.60 | ||||
| 2025-04-29 | 13F | Centered Wealth LLC dba 米勒股权资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | NP | APUE - ActivePassive 美国股票 ETF | 96,124 | -4.20 | 25,377 | -4.44 | ||||
| 2025-06-24 | NP | EPLIX - MainStay Epoch 美国股票收益基金投资者类别 | 98,245 | -2.69 | 24,033 | -10.95 | ||||
| 2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 2,267,675 | -2.70 | 657,422 | 14.99 | ||||
| 2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 108,075 | -0.88 | 31,332 | 17.14 | ||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 2,706,677 | -0.17 | 784,693 | 17.98 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - Comstock 投资组合 I 类 | 47,292 | -4.83 | 13,710 | 12.48 | ||||
| 2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 1,804 | -5.70 | 523 | 11.30 | ||||
| 2025-07-08 | 13F | SEED 规划集团有限责任公司 | 11,239 | -2.88 | 3,258 | 14.80 | ||||
| 2025-07-21 | 13F | J2资本管理公司 | 1,416 | -30.28 | 410 | -17.67 | ||||
| 2025-07-16 | 13F | 强大的资产管理有限责任公司 | 27,905 | -0.24 | 6,845 | -0.23 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -45,028 | -331.42 | -13,054 | -373.55 | |||
| 2025-08-12 | 13F | 金融倡导者投资管理 | 13,604 | -29.52 | 3,944 | -16.69 | ||||
| 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 | 10,582 | -1.77 | 3,068 | 16.09 | ||||
| 2025-08-14 | 13F | XY资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FDETX - 富达顾问资本发展基金 O 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,100 | -79.34 | 12,495 | -75.58 | ||||
| 2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | 银行家有限责任公司 | 25,952 | -0.61 | 7,524 | 17.47 | ||||
| 2025-07-17 | 13F | 资本洞察合伙人有限公司 | 31,422 | -4.05 | 9,110 | 13.39 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 117,668 | -2.35 | 34,113 | 15.41 | ||||
| 2025-08-13 | 13F | 道奇考克斯 | 267,683 | -3.37 | 77,604 | 14.20 | ||||
| 2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 3,164 | -2.41 | 917 | 15.35 | ||||
| 2025-08-26 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,515 | -19.30 | 1,309 | -4.66 | ||||
| 2025-08-07 | 13F | 拉弗投资公司 | 52,356 | -6.85 | 15,178 | 10.10 | ||||
| 2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类，2017 年 1 月 31 日生效（原 A 类） | 15,835 | -9.09 | 4,180 | -9.31 | ||||
| 2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 13,130 | -12.28 | 3,807 | 3.68 | ||||
| 2025-08-14 | 13F | 田纳西河谷资产管理合作伙伴 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Call | 3,200 | -8.57 | 928 | 8.04 | |||
| 2025-07-23 | 13F | 阿米投资管理公司 | 28,994 | -5.10 | 8,406 | 12.16 | ||||
| 2025-08-14 | 13F | Creegan & Nassoura 金融集团有限责任公司 | 30,249 | -4.41 | 8,770 | 12.97 | ||||
| 2025-07-31 | 13F | 希克森苏尔彻有限责任公司 | 34,030 | -12.77 | 9,866 | 3.09 | ||||
| 2025-08-14 | 13F | 现代财富管理有限责任公司 | 155,990 | -0.51 | 45,223 | 17.58 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | 34,590 | -2.69 | 10,028 | 15.00 | ||||
| 2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 15,764 | -31.52 | 4,570 | -19.07 | ||||
| 2025-06-26 | NP | FDLO - 富达低波动因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 83,962 | -19.28 | 20,539 | -26.13 | ||||
| 2025-08-05 | 13F | 莱文资本策略有限公司 | 173,066 | -1.40 | 50,174 | 16.53 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 26,332 | -0.31 | 7,634 | 17.81 | ||||
| 2025-07-25 | NP | CBLAX - 哥伦比亚平衡基金 A 类 | 492,648 | -0.70 | 130,059 | -0.94 | ||||
| 2025-08-08 | 13F | 账户银行信托部 | 86,495 | -16.50 | 25,076 | -1.32 | ||||
| 2025-07-30 | 13F | 普林斯顿全球资产管理有限公司 | 64,611 | -0.28 | 18,732 | 17.86 | ||||
| 2025-07-28 | NP | UYG - ProShares Ultra 金融 | 239,186 | -3.82 | 63,145 | -4.05 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 2,411 | -18.41 | 699 | -3.59 | ||||
| 2025-07-22 | NP | GALLX - 高盛灵活上限基金 A 类股票 | 20,321 | -15.87 | 5,365 | -16.08 | ||||
| 2025-07-08 | 13F | 亚当斯布朗财富顾问有限公司 | 1,611 | -0.98 | 467 | 17.04 | ||||
| 2025-07-11 | 13F | CMH 财富管理有限责任公司 | 884 | -5.35 | 256 | 11.79 | ||||
| 2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 47,240 | -6.83 | 13,695 | 10.11 | ||||
| 2025-08-26 | NP | RPBAX - T. Rowe 价格平衡基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 123,284 | -3.75 | 35,741 | 13.76 | ||||
| 2025-07-31 | 13F | 普伦投资管理有限责任公司 | 3,144 | -0.60 | 911 | 17.55 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/梅隆道琼斯指数基金 (I) | 177,322 | -2.32 | 51,407 | 15.45 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 40,537 | -3.87 | 11,752 | 13.61 | ||||
| 2025-08-25 | NP | MML 系列投资基金 II - MML 股票基金初始类别 | 161,600 | -3.69 | 46,849 | 13.82 | ||||
| 2025-07-16 | 13F | 斯蒂尔沃特资本顾问有限公司 | 110,467 | -0.42 | 32,025 | 17.69 | ||||
| 2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 512,399 | -16.90 | 148,550 | -1.78 | ||||
| 2025-08-14 | 13F | 鹰资本管理有限公司 | 1,109 | -22.39 | 322 | -8.29 | ||||
| 2025-08-20 | NP | WGGNX - 威廉·布莱尔全球领袖基金 N 级 | 2,704 | -20.63 | 784 | -6.23 | ||||
| 2025-08-12 | 13F | 韦弗·C·巴克斯代尔联合公司 | 8,176 | -8.28 | 2,371 | 8.42 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP ClearBridge QS 选择大盘管理波动基金标准级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,453 | -5.71 | 10,568 | 11.44 | ||||
| 2025-07-17 | 13F | 百年财富咨询有限责任公司 | 1,999 | -3.10 | 580 | 14.62 | ||||
| 2025-08-12 | 13F | 牧羊人财富管理有限公司责任有限公司 | 13,686 | -22.74 | 3,955 | -8.98 | ||||
| 2025-07-15 | 13F | 萨拉湾金融公司 | 61,964 | -1.77 | 17,964 | 17.27 | ||||
| 2025-08-13 | 13F | 资本国际投资者 | 28,137,573 | -2.23 | 8,155,777 | 15.55 | ||||
| 2025-07-28 | 13F | 白羊座财富管理 | 17,239 | -6.54 | 4,998 | 10.46 | ||||
| 2025-08-07 | 13F | HC 顾问有限责任公司 | 2,661 | -7.22 | 772 | 9.67 | ||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 376,735 | -0.23 | 109,219 | 17.92 | ||||
| 2025-07-22 | 13F | 马斯科玛财富管理有限责任公司 | 2,063 | -9.24 | 598 | 7.36 | ||||
| 2025-07-28 | 13F | 哈德森资本管理有限公司 | 23,764 | -0.65 | 6,889 | 17.42 | ||||
| 2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 171,192 | -3.29 | 49,630 | 14.30 | ||||
| 2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 125,397 | -2.35 | 36,354 | 15.41 | ||||
| 2025-08-05 | 13F | AGH 财富顾问有限公司 | 6,521 | -2.79 | 1,891 | 14.89 | ||||
| 2025-08-12 | 13F | 菲达托财富有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 100,210 | -6.71 | 29,052 | 10.25 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 埃利财务管理公司 | 8,427 | -1.31 | 2,443 | 17.45 | ||||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-05-14 | 13F | 一河资产管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 7,816 | -0.18 | 2,266 | 17.97 | ||||
| 2025-04-15 | 13F | 尊贵财富管理 PBC | 1,959 | -0.25 | 481 | 2.13 | ||||
| 2025-07-29 | 13F | 弗拉文金融服务有限公司 | 14,400 | -6.43 | 4,175 | 10.60 | ||||
| 2025-08-06 | 13F | 麦克雷资本管理公司 | 26,452 | -0.84 | 7,669 | 17.19 | ||||
| 2025-07-02 | 13F | 霍华德金融服务有限公司 | 6,064 | -26.52 | 1,758 | -13.14 | ||||
| 2025-08-27 | NP | Nuveen Dow 30sm 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 81,760 | -4.93 | 23,703 | 12.37 | ||||
| 2025-08-01 | 13F | 阿什顿托马斯私人财富有限责任公司 | 85,703 | -1.46 | 24,846 | 16.46 | ||||
| 2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 7,100 | -31.73 | 2,058 | -19.33 | |||
| 2025-07-11 | 13F | 菲利普斯财富规划师有限责任公司 | 7,135 | -2.06 | 2,018 | 17.27 | ||||
| 2025-06-26 | NP | 贝莱德股票股息基金 - 贝莱德股票股息基金投资者 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 | 994,693 | -16.06 | 243,322 | -23.18 | ||||
| 2025-08-13 | 13F | Skandinaviska Enskilda Banken AB（出版） | 939,097 | -25.32 | 272,371 | -11.65 | ||||
| 2025-08-26 | NP | NOIEX - 北方收入股票基金 | 8,036 | -2.02 | 2,330 | 15.81 | ||||
| 2025-08-07 | 13F | 威尔公司 | 14,747 | -6.84 | 4,275 | 10.12 | ||||
| 2025-08-13 | 13F | 德克萨斯资本银行财富管理服务公司 | 40,885 | -4.31 | 11,853 | 13.09 | ||||
| 2025-08-08 | 13F | 明智顾问集团有限责任公司 | 6,192 | -16.14 | 1,795 | -0.88 | ||||
| 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 | 122,880 | -1.49 | 30,059 | -9.85 | ||||
| 2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 13,290 | -3.87 | 3,509 | -4.10 | ||||
| 2025-08-07 | 13F | 温思罗普资本管理有限公司 | 13,025 | -0.12 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | 梵克雅宝资产管理公司 | 16,620 | -1.31 | 4,818 | 16.66 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 投资者信托系列初始类别 | 28,747 | -6.12 | 8,334 | 10.96 | ||||
| 2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 676,264 | -8.67 | 196,056 | 7.93 | ||||
| 2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 2,884 | -6.94 | 705 | -14.86 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 10,242 | -0.96 | 2,969 | 17.07 | ||||
| 2025-08-05 | 13F | 埃莱维斯特公司 | 3,697 | -4.84 | 1,072 | 12.50 | ||||
| 2025-08-13 | 13F | 四级咨询服务有限公司 | 101,520 | -1.71 | 29,432 | 16.17 | ||||
| 2025-08-14 | 13F | HRT金融有限责任公司 | 68,779 | -46.69 | 20 | -38.71 | ||||
| 2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 3,243,112 | -0.93 | 940,211 | 17.08 | ||||
| 2025-07-30 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 11,089 | -44.51 | 3,215 | -34.23 | ||||
| 2025-07-30 | 13F | 永美财富管理有限公司 | 19,225 | -1.11 | 5,574 | 16.88 | ||||
| 2025-08-04 | 13F | Arbor 资本管理公司 /adv | 7,992 | -2.26 | 2,355 | 17.11 | ||||
| 2025-08-13 | 13F | 团结财富有限责任公司 | 6,834 | -1.41 | 1,981 | 16.53 | ||||
| 2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP 平衡投资组合初始类别 | 27,774 | -13.87 | 8,052 | 1.78 | ||||
| 2025-07-28 | 13F | Nexus 投资管理 ULC | 197,419 | -0.61 | 57,234 | -18.34 | ||||
| 2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 111,395 | -17.13 | 32,295 | -2.06 | ||||
| 2025-06-25 | NP | CLSUX - ClearBridge 可持续发展领袖基金 A 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,290 | -21.51 | 2,517 | -28.17 | ||||
| 2025-08-13 | 13F | 资本顾问有限公司/纽约州 | 1,526 | -27.64 | 442 | -14.51 | ||||
| 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 | 4,988,556 | -5.06 | 1,220,301 | -13.11 | ||||
| 2025-05-29 | NP | AFALX - 应用金融核心基金投资者类别 | 3,041 | -8.98 | 744 | -16.80 | ||||
| 2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 5,355 | -16.86 | 1,552 | -1.71 | ||||
| 2025-03-31 | NP | PZFVX - 经典价值基金A类 | 14,411 | -83.55 | 3,852 | -80.19 | ||||
| 2025-08-26 | NP | ITEAX - VY(R) T. Rowe 价格股票收益投资组合类别 ADV | 18,520 | -4.39 | 5,369 | 13.01 | ||||
| 2025-08-06 | 13F | 神剑管理公司 | 35,147 | -0.70 | 10,189 | 17.36 | ||||
| 2025-08-13 | 13F | 大纪元投资伙伴公司 | 1,378,918 | -13.67 | 399,762 | 2.03 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 147,034 | -1.42 | 42,627 | 16.51 | ||||
| 2025-08-12 | 13F | 艾姆斯国民公司 | 8,490 | -6.60 | 2,461 | 10.41 | ||||
| 2025-08-05 | 13F | 直布罗陀资本管理公司 | 4,234 | -22.40 | 1,228 | -8.30 | ||||
| 2025-07-17 | 13F | Norris Perne & French Llp/mi | 10,948 | -15.43 | 3,174 | -0.06 | ||||
| 2025-07-22 | 13F | 威尔斯特雷卡索金融集团有限责任公司 | 64,080 | -0.03 | 18,577 | 18.15 | ||||
| 2025-04-25 | 13F | 中大西洋资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 96,524 | -8.37 | 23,612 | -16.14 | ||||
| 2025-07-14 | 13F | 伦纳德·里基投资顾问公司 | 4,702 | -1.36 | 1,363 | 21.91 | ||||
| 2025-07-15 | 13F | Xcel 财富管理有限责任公司 | 43,109 | -0.48 | 12,498 | 17.62 | ||||
| 2025-07-28 | 13F | 纳德勒金融集团公司 | 5,796 | -1.09 | 1,680 | 16.91 | ||||
| 2025-08-04 | 13F | Noesis资本管理公司 | 137,377 | -1.35 | 39,827 | 16.58 | ||||
| 2025-08-12 | 13F | 寨湖规划与财富管理有限公司 | 8,876 | -18.79 | 2,573 | -4.03 | ||||
| 2025-07-08 | 13F | 布劳恩-博斯蒂奇联合公司 | 2,756 | -3.94 | 799 | 13.51 | ||||
| 2025-07-31 | 13F | 多兹财富有限责任公司 | 1,507 | -9.11 | 437 | 7.39 | ||||
| 2025-07-28 | 13F | Virtus Wealth Solutions 有限责任公司 | 12,243 | -1.34 | 3,549 | 16.63 | ||||
| 2025-07-08 | 13F | E. Ohman J：或资产管理公司 | 328,404 | -4.05 | 95,208 | 13.40 | ||||
| 2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 65,988 | -2.21 | 19,131 | 15.58 | ||||
| 2025-07-25 | 13F | 比尔·费夫联营公司 | 32,844 | -1.47 | 9,522 | 16.44 | ||||
| 2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 1,957 | -11.17 | 567 | 5.00 | ||||
| 2025-08-27 | 13F | 塞内卡财务顾问有限责任公司 | 713 | -53.40 | 207 | -20.77 | ||||
| 2025-05-05 | 13F | 晨星投资服务有限责任公司 | 29,387 | -51.74 | 7 | -50.00 | ||||
| 2025-07-29 | 13F | 巴洛财富合作伙伴公司 | 85,754 | -1.42 | 25,040 | 18.19 | ||||
| 2025-08-05 | 13F | 贝克曼机构有限责任公司 | 2,401 | -4.00 | 1 | |||||
| 2025-08-07 | NP | USPVX - Union Street Partners 价值基金 A 类股票 | 22,500 | -10.00 | 6,523 | 6.36 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 核心股票基金 3 级 | 82,930 | -9.88 | 24,042 | 6.51 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Put | 179,400 | -24.27 | 52,010 | -10.50 | |||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 556 | -95.65 | 161 | -94.86 | ||||
| 2025-08-14 | 13F | 西海岸金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 吉尔德·加格农·豪公司 | 17,745 | -14.72 | 5,144 | 0.80 | ||||
| 2025-08-07 | 13F | 坎伯兰顾问公司 | 1,000 | -26.85 | 290 | -13.73 | ||||
| 2025-07-16 | 13F | Spirepoint 私人客户有限责任公司 | 18,824 | -2.28 | 5,457 | 15.49 | ||||
| 2025-08-12 | 13F | NFP 退休公司 | 3,962 | -6.64 | 1,149 | 10.28 | ||||
| 2025-08-11 | 13F | 国家金融集团公司，/ia/ /adv | 54,357 | -7.43 | 15,759 | 9.40 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 64,200 | -43.24 | 18,612 | -32.91 | |||
| 2025-08-01 | 13F | 戴维环球基金管理有限公司 | 95,144 | -1.22 | 27,583 | 16.74 | ||||
| 2025-07-11 | 13F | 先锋资本财富顾问 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,185 | -18.29 | 633 | -3.51 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指数 ETF | 20,009 | -7.15 | 5,801 | 9.72 | ||||
| 2025-06-30 | NP | VYM - Vanguard 高股息收益率指数基金 ETF 股票 | 10,678,153 | -8.77 | 2,612,090 | -16.51 | ||||
| 2025-06-24 | NP | MXCCX - 联邦最大上限指数基金 C 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,847 | -2.30 | 2,898 | -10.58 | ||||
| 2025-07-16 | 13F | 哈特福德投资管理公司 | 167,742 | -1.69 | 48,630 | 16.19 | ||||
| 2025-07-29 | 13F | 福斯特莫特利公司 | 55,962 | -3.08 | 16 | 14.29 | ||||
| 2025-07-25 | 13F | 自然投资有限公司 | 15,358 | -2.58 | 4 | 33.33 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 26,268 | -1.83 | 7,615 | 16.03 | ||||
| 2025-06-24 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 5,265 | -15.14 | 1,288 | -22.38 | ||||
| 2025-08-14 | 13F | 核心第一银行与信托 | 8,246 | -4.27 | 2,391 | 13.11 | ||||
| 2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 8,110 | -25.66 | 2,351 | -12.14 | ||||
| 2025-07-29 | 13F | FLC资本顾问公司 | 15,957 | -2.84 | 4,626 | 14.85 | ||||
| 2025-06-26 | NP | HAIAX - 哈特福德核心股票基金 A 类 | 982,757 | -0.44 | 240,402 | -8.89 | ||||
| 2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 8,442 | -14.55 | 2,229 | -14.77 | ||||
| 2025-08-12 | 13F | 史蒂文斯资本管理有限公司 | 6,196 | -81.36 | 2 | -87.50 | ||||
| 2025-05-29 | NP | AFVLX - 应用金融精选基金投资者类别 | 51,162 | -3.08 | 12,515 | -11.30 | ||||
| 2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 409,708 | -1.98 | 118,778 | 29.40 | ||||
| 2025-08-08 | 13F | eCIO公司 | 809 | -0.61 | 235 | 17.59 | ||||
| 2025-08-14 | 13F | 挑战者财富管理 | 4,454 | -0.20 | 1,291 | 18.01 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 243,194 | -16.67 | 70,504 | -1.52 | ||||
| 2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 2,508 | -17.50 | 727 | -2.42 | ||||
| 2025-05-13 | 13F | 肖点资本合伙公司 | 51,308 | -6.61 | 12,586 | -4.43 | ||||
| 2025-08-01 | 13F | 特维斯投资管理公司 | 4,204 | -0.21 | 1,219 | 20.71 | ||||
| 2025-08-05 | 13F | 大中西部金融集团有限责任公司 | 10,642 | -0.32 | 3,085 | 17.84 | ||||
| 2025-08-14 | 13F | USS投资管理有限公司 | 449,292 | -0.62 | 130,189 | 17.41 | ||||
| 2025-06-24 | NP | ESGG - FlexShares STOXX 全球 ESG 影响指数基金 | 13,889 | -1.05 | 3,398 | -9.44 | ||||
| 2025-05-14 | 13F | 蒙特利私人财富公司 | 9,319 | -2.36 | 2,286 | -0.09 | ||||
| 2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 136 | -33.33 | 39 | -22.00 | ||||
| 2025-05-12 | 13F | 瑞穗市场美洲有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | RSGGX - 胜利RS全球基金A级 | 83,909 | -14.52 | 24,326 | 1.02 | ||||
| 2025-08-13 | 13F | Wrenne 财务规划有限责任公司 | 1,159 | -3.17 | 336 | 14.68 | ||||
| 2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 31,021 | -1.13 | 8,993 | 16.85 | ||||
| 2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 82,939 | -2.70 | 21,896 | -2.94 | ||||
| 2025-07-21 | 13F | Jmac企业有限公司 | 8,191 | -1.21 | 2,375 | 16.77 | ||||
| 2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 22,195 | -12.09 | 6,434 | 3.89 | ||||
| 2025-08-13 | 13F | 新月格罗夫顾问有限责任公司 | 9,468 | -12.49 | 2,745 | 3.43 | ||||
| 2025-08-04 | 13F | 莱德亚德国家银行 | 81,288 | -1.95 | 23,566 | 15.88 | ||||
| 2025-07-24 | 13F | JNBA财务顾问 | 8,585 | -0.48 | 2,489 | 17.64 | ||||
| 2025-07-25 | 13F | 瑞迪财富管理有限公司 | 1,409 | -31.90 | 408 | -19.53 | ||||
| 2025-08-06 | 13F | 阿特拉斯遗产顾问有限公司 | 14,984 | -8.65 | 4,344 | 7.98 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP MFS 价值基金标准级 | 342,363 | -2.14 | 99,254 | 15.65 | ||||
| 2025-07-23 | 13F | 巅峰财务管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 8,993 | -8.54 | 2,607 | 8.08 | ||||
| 2025-07-17 | 13F | G&S资本有限责任公司 | 11,410 | -0.84 | 3,308 | 17.19 | ||||
| 2025-07-16 | 13F | 国会资产管理公司/马 | 110,480 | -2.01 | 32,029 | 15.82 | ||||
| 2025-07-29 | 13F | 德多拉资本公司 | 19,845 | -2.37 | 5,753 | 15.41 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT Wellington 核心股票基金 1 级 | 11,516 | -5.02 | 3,339 | 12.24 | ||||
| 2025-08-13 | 13F | 博特尔古德曼有限公司 | 32,650 | -8.00 | 9 | 12.50 | ||||
| 2025-07-17 | 13F | 遗产投资集团有限公司 | 4,872 | -4.62 | 1,412 | 12.78 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap 核心基金 IA 类股票 | 9,483 | -2.27 | 2,749 | 15.50 | ||||
| 2025-07-17 | 13F | 斯特内克资本管理有限责任公司 | 5,137 | -2.34 | 1,489 | 15.43 | ||||
| 2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 209 | -45.57 | 0 | |||||
| 2025-08-07 | 13F | 塞尔公司 | 16,671 | -0.10 | 4,833 | 18.08 | ||||
| 2025-05-15 | 13F | 库克财富管理集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 朝日生命资产管理有限公司 | 13,572 | -11.66 | 3,935 | 4.41 | ||||
| 2025-08-07 | 13F | 资本财富规划有限责任公司 | 2,405,225 | -2.12 | 697,299 | 15.68 | ||||
| 2025-08-13 | 13F | 布鲁克兰基金管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | 瑞奇财富管理有限公司 | 50,333 | -0.09 | 14,592 | 18.09 | ||||
| 2025-07-11 | 13F | 布滕斯基和科恩金融安全公司 | 22,035 | -4.40 | 6,388 | 13.00 | ||||
| 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 | 2,183 | -5.05 | 633 | 12.26 | ||||
| 2025-08-28 | 13F | 汇添富资产管理有限公司 | 9,543 | -39.01 | 2,767 | -27.93 | ||||
| 2025-08-13 | 13F | 伯克希尔资产管理有限公司/pa | 356,372 | -0.36 | 103,316 | 14.57 | ||||
| 2025-08-11 | 13F | 绍克投资顾问公司 | 24,037 | -0.71 | 6,969 | 17.35 | ||||
| 2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 56,016 | -0.19 | 16,240 | 17.96 | ||||
| 2025-07-28 | 13F | 第五街顾问有限责任公司 | 6,111 | -13.59 | 1,772 | 2.13 | ||||
| 2025-08-12 | 13F | 巴尔盖纳公司 | 2,069,375 | -0.91 | 599,932 | 17.11 | ||||
| 2025-07-08 | 13F | 化学财富管理有限责任公司 | 37,688 | -1.51 | 10,926 | 16.41 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界战略因素 ETF | 3,107 | -8.54 | 901 | 8.04 | ||||
| 2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 29,610 | -0.28 | 8,584 | 17.86 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 股票收益投资组合 IB 类 | 60,666 | -3.51 | 17,588 | 14.04 | ||||
| 2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 32,275 | -1.47 | 9,357 | 16.46 | ||||
| 2025-08-12 | 13F | 西北互助投资管理公司 | 88,655 | -0.31 | 25,702 | 17.82 | ||||
| 2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 11,437 | -4.25 | 3,316 | 13.14 | ||||
| 2025-06-17 | NP | BHBFX - 麦迪逊股息收益基金 股息收益基金 Y 类 | 13,700 | -5.19 | 3,351 | -13.23 | ||||
| 2025-05-02 | 13F | 超越资本集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | 13F | 全面投资管理公司 | 3,918 | -0.20 | 1,136 | 17.86 | ||||
| 2025-06-27 | NP | AFDIX - 可持续股票基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 274,798 | -3.72 | 67,221 | -11.89 | ||||
| 2025-08-12 | 13F | SFMG有限公司 | 14,718 | -3.48 | 4,267 | 14.06 | ||||
| 2025-05-15 | 13F | 卡兹投资有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 山顶国家银行 | 10,422 | -3.07 | 3,021 | 17.23 | ||||
| 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 | 131 | -8.39 | 35 | -2.86 | ||||
| 2025-07-10 | 13F | 焦点金融网络有限公司 | 31,480 | -9.98 | 9,126 | 6.39 | ||||
| 2025-05-07 | 13F | 谢夫布罗克投资顾问有限责任公司 | 31,252 | -0.84 | 7,666 | 1.47 | ||||
| 2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 257,230 | -0.89 | 74,573 | 17.14 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：A2 系列 | 4,498 | -6.15 | 1,304 | 10.98 | ||||
| 2025-07-25 | NP | CWGIX - CAPITAL WORLD GROWTH & INCOME FUND A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,089,412 | -10.45 | 815,605 | -10.67 | ||||
| 2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 167,285 | -2.26 | 48 | 17.07 | ||||
| 2025-07-11 | 13F | 四城投资集团有限责任公司 | 1,185 | -0.92 | 343 | 17.06 | ||||
| 2025-07-21 | 13F | 卡塔利娜资本集团有限责任公司 | 2,470 | -27.27 | 716 | -14.05 | ||||
| 2025-07-31 | 13F | Perissos 私人财富管理有限公司 | 1,305 | -1.14 | 378 | 17.03 | ||||
| 2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 77,159 | -2.55 | 22,369 | 15.17 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 5,595 | -0.67 | 1,622 | 17.45 | ||||
| 2025-08-27 | NP | HIGJX - Carillon Eagle 成长与收入基金 I 类 | 86,576 | -17.11 | 25,099 | -2.03 | ||||
| 2025-07-14 | 13F | 农民信托公司 | 68,513 | -13.86 | 19,863 | 1.80 | ||||
| 2025-07-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | 26,941 | -8.79 | 7,112 | -9.01 | ||||
| 2025-07-16 | 13F | 一+一财富管理有限公司 | 8,717 | -2.90 | 2,527 | 14.76 | ||||
| 2025-08-12 | 13F | Trivant 定制投资组合集团有限责任公司 | 15,930 | -0.72 | 4,618 | 17.33 | ||||
| 2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 186,382 | -1.41 | 54,034 | 16.52 | ||||
| 2025-07-23 | NP | Lmp 资本与收入基金公司 | 24,962 | -23.57 | 6,590 | -23.76 | ||||
| 2025-07-16 | 13F | 巴顿基金管理公司 | 12,600 | -44.84 | 3,653 | -34.81 | ||||
| 2025-07-23 | 13F | 亨德利公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 4,991 | -6.24 | 1,447 | 10.80 | ||||
| 2025-08-13 | 13F | 贷款融资 AB (publ) | 912,286 | -6.16 | 264,481 | 10.91 | ||||
| 2025-06-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 553,751 | -4.89 | 135,459 | -12.96 | ||||
| 2025-08-26 | NP | 贝莱德战略全球债券基金公司 - 贝莱德战略全球债券基金公司投资者 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 | 430 | -40.61 | 125 | -29.94 | ||||
| 2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 布朗资本管理有限公司 | 2,319 | -16.70 | 672 | -1.47 | ||||
| 2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 53,737 | -0.63 | 15,579 | 17.44 | ||||
| 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 | 1,330,589 | -0.66 | 325,489 | -9.09 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 7,324,579 | -0.39 | 2,123,927 | 17.95 | ||||
| 2025-08-27 | NP | BEEX - 蜂巢ETF | 13,973 | -31.65 | 4,051 | -19.23 | ||||
| 2025-07-31 | 13F | GenTrust 有限责任公司 | 7,194 | -8.67 | 2,086 | 7.92 | ||||
| 2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 440,519 | -18.18 | 127,711 | -3.30 | ||||
| 2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 67,656 | -0.99 | 19,614 | 17.02 | ||||
| 2025-07-09 | 13F | 林肯资本公司 | 1,748 | -3.69 | 507 | 13.71 | ||||
| 2025-07-16 | 13F | 注册财务顾问有限责任公司 | 16,468 | -5.45 | 4,774 | 11.75 | ||||
| 2025-08-26 | NP | TEBIX - 富兰克林共同信标基金 A 类 | 558,022 | -5.87 | 161,776 | 11.25 | ||||
| 2025-08-07 | 13F | 国会家族办公室有限公司 | 2,033 | -3.56 | 589 | 13.93 | ||||
| 2025-07-15 | 13F | 百达北美顾问公司 | 72,957 | -5.77 | 21,151 | 11.37 | ||||
| 2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 6,416 | -10.47 | 1,860 | 5.81 | ||||
| 2025-08-13 | 13F | Sepio资本有限合伙人 | 2,055 | -5.82 | 596 | 11.21 | ||||
| 2025-08-07 | 13F | 第一达拉斯证券公司 | 14,076 | -2.22 | 4,081 | 15.55 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 1,195,502 | -0.27 | 346,466 | 17.92 | ||||
| 2025-08-13 | 13F | 托德资产管理有限公司 | 248,079 | -1.07 | 71,921 | 16.92 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | Call | 415,800 | -47.64 | 120,545 | -38.12 | |||
| 2025-08-13 | 13F | 资本基金管理公司 | Put | 434,400 | -55.33 | 125,937 | -47.21 | |||
| 2025-08-14 | 13F | 沿海桥梁顾问有限责任公司 | 46,309 | -1.44 | 13,426 | 16.49 | ||||
| 2025-07-31 | 13F | 达顿财富集团公司 | 4,670 | -4.30 | 1,354 | 13.12 | ||||
| 2025-08-12 | 13F | Quadcap 财富管理有限责任公司 | 18,026 | -0.08 | 5,226 | 18.08 | ||||
| 2025-08-14 | 13F | Deprince Race 和 Zollo Inc | 241,734 | -5.91 | 70,081 | 11.21 | ||||
| 2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 7,122 | -0.71 | 2,065 | 17.34 | ||||
| 2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 10,654 | -0.08 | 3,089 | 18.09 | ||||
| 2025-08-18 | 13F | 布里克和凯尔合伙人 | 32,813 | -0.08 | 10 | 28.57 | ||||
| 2025-08-13 | 13F | 阿盖尔资本合伙有限公司 | 7,221 | -1.74 | 2,093 | 16.15 | ||||
| 2025-08-14 | 13F | 赫尔利资本有限责任公司 | 5,936 | -1.17 | 1,721 | 16.77 | ||||
| 2025-08-11 | 13F | 安比银行 | 8,636 | -1.87 | 2,504 | 15.99 | ||||
| 2025-07-22 | 13F | 玛丽埃塔财富管理有限责任公司 | 49,395 | -0.22 | 14,320 | 17.93 | ||||
| 2025-07-25 | 13F | 投资咨询集团有限责任公司 | 4,112 | -12.16 | 1,192 | 3.83 | ||||
| 2025-07-17 | 13F | 橡树家族顾问有限公司 | Put | 2,400 | -4.00 | 696 | 13.38 | |||
| 2025-05-29 | NP | SSVSX - 胜利特别价值基金 A 类 | 2,448 | -9.33 | 600 | -7.26 | ||||
| 2025-07-17 | 13F | 白松投资公司 | 32,519 | -4.72 | 9 | 12.50 | ||||
| 2025-07-11 | 13F | 弗吉尼亚信托公司/va | 88,907 | -0.19 | 25,775 | 17.96 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 1,533,788 | -4.85 | 444,660 | 12.45 | ||||
| 2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 第一国民信托公司 | 183,686 | -1.24 | 53,252 | 16.73 | ||||
| 2025-08-26 | NP | Profunds - Profunds 大盘价值副总裁 | 716 | -28.90 | 208 | -16.19 | ||||
| 2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 20,511 | -1.47 | 5,946 | 16.45 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 19,788,561 | -0.29 | 5,736,395 | 17.84 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 5,325,094 | -1.72 | 1,543,798 | 16.15 | ||||
| 2025-08-26 | NP | BLACKROCK BOND FUND, INC. - 贝莱德总回报基金投资者 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 | 48,038 | -15.73 | 13,927 | -0.40 | ||||
| 2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 166,979 | -9.20 | 40,846 | -16.90 | ||||
| 2025-08-14 | 13F | 合伙人资本投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 鹰湾顾问有限责任公司 | 5,069 | -2.39 | 1,470 | 15.40 | ||||
| 2025-05-12 | 13F | 桑迪泉银行 | 158,527 | -5.79 | 38,887 | -3.59 | ||||
| 2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 4,477 | -1.95 | 1,298 | 15.80 | ||||
| 2025-08-14 | 13F | 摩尔资本管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | 资本分析师公司 | 52,832 | -3.93 | 15 | 15.38 | ||||
| 2025-06-26 | NP | FIDAX - 金融产业基金 A 类 | 40,193 | -28.74 | 9,832 | -34.78 | ||||
| 2025-08-26 | NP | BUSA - Brandes 美国价值 ETF | 14,530 | -2.58 | 4,212 | 15.14 | ||||
| 2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 1,813 | -13.91 | 526 | 1.74 | ||||
| 2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 230,381 | -8.14 | 66,790 | 8.56 | ||||
| 2025-08-13 | 13F | 德克萨斯州资本银行股份公司/德克萨斯州 | 8,559 | -1.50 | 2,481 | 16.42 | ||||
| 2025-07-21 | 13F | 河景信托公司 | 3,936 | -49.91 | 1,141 | -40.79 | ||||
| 2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 43,616 | -2.39 | 11,515 | -2.63 | ||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 1,552 | -10.50 | 410 | -10.70 | ||||
| 2025-08-07 | 13F/A | 工商信用 | Put | 7,000 | -26.32 | 2,029 | -12.92 | |||
| 2025-08-11 | 13F | 先锋集团公司 | 271,954,190 | -0.31 | 78,842,239 | 17.82 | ||||
| 2025-07-09 | 13F | 索耶公司 | 15,465 | -0.83 | 4 | 33.33 | ||||
| 2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 9,279 | -1.48 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | 信托集团有限责任公司 | 91,665 | -0.44 | 26,575 | 17.67 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 56,486 | -1.05 | 16,376 | 16.94 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 294,676 | -2.42 | 85,448 | 15.35 | ||||
| 2025-07-16 | 13F | 百利宫资本管理有限公司 | 3,028 | -1.94 | 878 | 15.85 | ||||
| 2025-07-10 | 13F | Park Capital Management, LLC/WI | 5,191 | -9.36 | 1,505 | 7.19 | ||||
| 2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 41,098 | -8.29 | 10,850 | -8.52 | ||||
| 2025-07-17 | 13F | 西德卢瑟福有限公司 | 22,134 | -3.28 | 6,417 | 20.28 | ||||
| 2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 艾德有限责任公司 | 1,414 | -23.94 | 410 | -10.31 | ||||
| 2025-08-04 | 13F | AMG 国家信托银行 | 66,477 | -0.49 | 19,272 | 17.61 | ||||
| 2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 249,795 | -0.20 | 72,418 | 17.95 | ||||
| 2025-08-14 | 13F | 唐资本管理有限公司 | 6,312 | -28.71 | 1,830 | -15.75 | ||||
| 2025-08-14 | 13F | 德肖公司 | 636,978 | -21.37 | 184,666 | -7.07 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 13,013 | -2.92 | 3,773 | 14.72 | ||||
| 2025-08-14 | 13F | 德肖公司 | Put | 73,700 | -67.62 | 21,366 | -61.73 | |||
| 2025-07-03 | 13F | 惠特科姆和赫斯公司 | 1,094 | -15.19 | 317 | 0.32 | ||||
| 2025-08-14 | 13F | 灯塔投资伙伴有限责任公司 | 40,886 | -59.58 | 11,853 | -52.23 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪平衡基金服务类 | 13,266 | -15.04 | 3,846 | 0.39 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 27,294 | -7.35 | 7,913 | 9.49 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 3,591 | -0.50 | 878 | -8.92 | ||||
| 2025-07-22 | NP | GSIIX - 高盛机构股票收益基金 | 68,055 | -1.32 | 17,967 | -1.56 | ||||
| 2025-07-24 | 13F | 美国环球投资公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 家族企业有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 库欣资本合伙公司 | 2,093 | -12.65 | 607 | 3.24 | ||||
| 2025-08-26 | NP | FLQL - 富兰克林 LibertyQ 美国股票 ETF | 68,302 | -3.12 | 19,801 | 14.50 | ||||
| 2025-07-24 | 13F | 法院广场顾问有限责任公司 | 12,614 | -1.66 | 3,657 | 16.24 | ||||
| 2025-08-12 | 13F | 电力财富管理有限公司 | 1,732 | -0.80 | 502 | 17.29 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 2,540,069 | -6.92 | 736,391 | 10.01 | ||||
| 2025-08-13 | 13F | 加纳资产管理公司 | 1,677 | -19.38 | 486 | -4.71 | ||||
| 2025-06-27 | NP | TWSMX - 战略配置：中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,070 | -3.91 | 751 | -12.18 | ||||
| 2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 2,635 | -38.61 | 764 | -27.47 | ||||
| 2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 338,099 | -2.50 | 98,018 | 15.23 | ||||
| 2025-08-08 | 13F | 斯凯兰兹资本有限责任公司 | 30,055 | -14.82 | 8,713 | 0.67 | ||||
| 2025-04-01 | NP | CCAPX - CHIRON 资本配置基金 I 类股票 | 32,741 | -11.53 | 8,752 | 6.56 | ||||
| 2025-06-26 | NP | SCJAX - Steward 备兑看涨期权收入基金 A 类 | 6,700 | -6.94 | 1,639 | -14.86 | ||||
| 2025-07-02 | 13F | 沃勒财务规划集团公司 | 2,976 | -8.23 | 863 | 8.43 | ||||
| 2025-07-14 | 13F | 布雷迪马茨财富解决方案有限责任公司 | 11,225 | -1.13 | 3,254 | 16.88 | ||||
| 2025-07-29 | NP | SLCAX - Siit 大盘基金 - A 类 | 40,090 | -4.54 | 10,584 | -4.78 | ||||
| 2025-07-22 | 13F | 勤奋投资者有限责任公司 | 10,907 | -1.44 | 3,162 | 16.51 | ||||
| 2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 70,384 | -2.24 | 20,405 | 15.54 | ||||
| 2025-07-17 | 13F | 亨吉霍德资本管理有限公司 | 28,633 | -2.34 | 8,301 | 15.44 | ||||
| 2025-08-07 | 13F | 赛普拉斯资本管理有限责任公司（怀俄明州） | 8,355 | -0.96 | 2,422 | 17.06 | ||||
| 2025-08-14 | 13F | 范式资本管理有限责任公司/NV | 12,134 | -0.94 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | 百富勤资产顾问公司 | 4,891 | -3.40 | 1,418 | 14.18 | ||||
| 2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 34,896 | -7.72 | 10,117 | 9.06 | ||||
| 2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 1,713,720 | -4.70 | 496,825 | 12.63 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 37,459 | -6.65 | 10,755 | 10.36 | ||||
| 2025-07-30 | 13F | 黑钻石金融有限责任公司 | 7,312 | -2.82 | 2,120 | 14.85 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 305,757 | -0.29 | 88,642 | 17.84 | ||||
| 2025-07-11 | 13F | 卡普斯通财务顾问有限责任公司 | 9,306 | -0.21 | 2,698 | 17.93 | ||||
| 2025-08-14 | 13F | 威尔金斯米勒财富管理有限责任公司 | 5,566 | -2.93 | 1,614 | 14.72 | ||||
| 2025-08-22 | NP | FELV - 富达增强型大盘价值 ETF | 219,657 | -13.81 | 63,681 | 1.86 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 1,173,730 | -1.77 | 287,916 | 0.52 | ||||
| 2025-08-18 | 13F | 泰勒-斯通财富管理 | 10,908 | -3.30 | 3,162 | 14.28 | ||||
| 2025-08-28 | NP | BLACKROCK BOND FUND, INC. - 贝莱德可持续总回报基金 K 级 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 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | 奥克纳斯合伙人财富管理有限责任公司 | 1,881 | -2.39 | 545 | 15.47 | ||||
| 2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 1,804 | -5.70 | 523 | 11.30 | ||||
| 2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 211,962 | -0.31 | 61,450 | 17.82 | ||||
| 2025-07-17 | 13F | 罗利资本管理公司 | 7,512 | -2.83 | 2,178 | 14.82 | ||||
| 2025-07-22 | 13F | 斯特里德集团有限责任公司 | 2,873 | -4.33 | 833 | 13.04 | ||||
| 2025-07-17 | 13F | 诺依曼资本管理有限公司 | 11,530 | -5.34 | 3,343 | 11.88 | ||||
| 2025-08-14 | 13F | 布拉格金融顾问公司 | 92,604 | -0.56 | 26,847 | 17.52 | ||||
| 2025-07-22 | 13F | 传统 CG 有限责任公司 | 22,141 | -1.46 | 6,419 | 16.46 | ||||
| 2025-06-27 | NP | ADME - Aptus 回撤管理股票 ETF | 15,991 | -16.22 | 3,912 | -23.34 | ||||
| 2025-04-10 | 13F | JBGlobal.com 有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | MGO 私人财富有限责任公司 | 1,393 | -0.71 | 404 | 17.15 | ||||
| 2025-08-12 | 13F | 蓝图投资伙伴有限责任公司 | 18,181 | -23.56 | 5,271 | -9.67 | ||||
| 2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 财富财务顾问有限责任公司 | 11,096 | -0.59 | 3,217 | 17.46 | ||||
| 2025-08-13 | 13F | 基尔特霍林有限责任公司 | 5,215 | -0.29 | 1,512 | 14.04 | ||||
| 2025-07-03 | 13F | 阿维斯特投资公司 | 29,690 | -2.31 | 8,608 | 15.45 | ||||
| 2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 38,347 | -2.44 | 11,117 | 15.31 | ||||
| 2025-08-26 | NP | FFALX - 富兰克林创始资金分配基金 A 类 | 24,613 | -20.89 | 7,136 | -6.51 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 407,880 | -11.85 | 118 | 4.42 | ||||
| 2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 526,824 | -3.39 | 152,732 | 14.18 | ||||
| 2025-08-04 | 13F | 梅多布鲁克投资顾问有限责任公司 | 17,265 | -1.41 | 5,005 | 16.53 | ||||
| 2025-08-13 | 13F | 肯尼迪资本管理公司 | 27,330 | -14.64 | 7,923 | 0.88 | ||||
| 2025-04-23 | 13F | TABR资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 佛罗里达州卡南代瓜国家信托公司 | 5,263 | -0.57 | 1,526 | 17.49 | ||||
| 2025-07-22 | 13F | 铁马财富管理有限公司 | 1,091 | -13.82 | 316 | 1.94 | ||||
| 2025-07-09 | 13F | 吉尔曼希尔资产管理有限责任公司 | 6,462 | -5.28 | 1,873 | 11.95 | ||||
| 2025-08-07 | 13F | 卫报合伙公司 | 88,979 | -2.13 | 25,195 | 15.05 | ||||
| 2025-05-30 | NP | PSPTX - PIMCO StocksPLUS 绝对回报基金机构 | 3,260 | -89.57 | 800 | -89.33 | ||||
| 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 | 613,460 | -1.03 | 177,848 | 16.97 | ||||
| 2025-07-14 | 13F | ABLE 金融集团有限责任公司 | 7,576 | -4.75 | 2,196 | 12.56 | ||||
| 2025-08-13 | 13F | 埃尔格森资本管理公司 | 4,902 | -0.33 | 1,421 | 17.83 | ||||
| 2025-07-30 | 13F | 斯洛伊达尔和霍尔斯特有限责任公司 | 2,564 | -2.10 | 743 | 15.73 | ||||
| 2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 580,326 | -0.33 | 168,242 | 17.80 | ||||
| 2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 193,210 | -6.62 | 56,014 | 10.36 | ||||
| 2025-08-13 | 13F/A | Matrix Asset Advisors Inc/纽约 | 139,183 | -3.72 | 40,350 | 13.79 | ||||
| 2025-07-11 | 13F | 国会公园资本有限责任公司 | 13,858 | -3.15 | 4,018 | 14.48 | ||||
| 2025-07-22 | 13F | 格莱姆斯公司 | 87,294 | -3.23 | 25,307 | 14.37 | ||||
| 2025-07-16 | 13F | 雷尼尔家族财富公司 | 5,762 | -3.24 | 1,670 | 14.38 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 1,592,411 | -8.42 | 461,656 | 8.24 | ||||
| 2025-06-25 | NP | PGROX - 纽约梅隆银行全球增长基金公司 A 类 | 109,470 | -5.28 | 26,779 | -13.31 | ||||
| 2025-07-25 | NP | ADGAX - AB 核心机会基金公司 A 类 | 19,209 | -4.18 | 5,071 | -4.41 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 1,333 | -2.42 | 386 | 15.22 | ||||
| 2025-08-14 | 13F | 遗产财富管理有限公司 | 31,743 | -2.20 | 9,203 | 15.59 | ||||
| 2025-08-27 | NP | QDFPAX - 戴维斯金融投资组合 | 16,180 | -5.98 | 4,691 | 11.11 | ||||
| 2025-08-13 | 13F | bLong Financial, LLC | 7,525 | -0.66 | 2,182 | 17.38 | ||||
| 2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 3,497,410 | -3.82 | 1,020,625 | 13.57 | ||||
| 2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 2 | -93.75 | 1 | -100.00 | ||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 54,987 | -4.00 | 15,941 | 13.45 | ||||
| 2025-08-13 | 13F | 柏瑞投资有限公司 | 867,790 | -46.65 | 251,581 | -36.95 | ||||
| 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 | 119,156 | -1.41 | 34,545 | 16.52 | ||||
| 2025-07-23 | 13F | 观点资本管理有限责任公司 | 6,660 | -0.75 | 1,931 | 17.33 | ||||
| 2025-08-01 | 13F | 佩特拉金融顾问公司 | 1,029 | -1.06 | 298 | 16.86 | ||||
| 2025-08-29 | NP | 加贝利股息和收入信托 | 256,900 | -0.96 | 74,478 | 17.05 | ||||
| 2025-08-07 | 13F | Axiom 国际投资有限公司 /de | 1,665,236 | -3.13 | 482,769 | 14.48 | ||||
| 2025-07-15 | 13F | 俄勒冈太平洋财富管理有限公司 | 1,366 | -1.01 | 396 | 17.16 | ||||
| 2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 46 | -14.81 | 11 | -21.43 | ||||
| 2025-07-31 | 13F | LJI 财富管理有限责任公司 | 27,375 | -1.13 | 7,936 | 16.84 | ||||
| 2025-08-29 | NP | JABLX - Janus Henderson 平衡投资组合服务股票 | 448,803 | -2.57 | 130,112 | 15.15 | ||||
| 2025-07-23 | 13F | DMG 集团有限责任公司 | 5,166 | -13.87 | 1,498 | 1.77 | ||||
| 2025-06-30 | NP | NSFDX - Natixis 可持续未来 2020 基金 N 类 | 25 | -7.41 | 6 | -14.29 | ||||
| 2025-08-14 | 13F | 阿博特财务管理公司 | 30,772 | -1.28 | 8,921 | 16.68 | ||||
| 2025-07-22 | 13F | 美国顾问财富管理有限责任公司 | 1,113 | -9.29 | 0 | |||||
| 2025-08-22 | NP | MBAAX - 全球策略师投资组合 A 类股 | 10,129 | -5.52 | 2,936 | 11.68 | ||||
| 2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 111 | -64.98 | 32 | -58.44 | ||||
| 2025-07-18 | 13F | 劳登投资管理有限公司 | 13,833 | -17.23 | 4,010 | -2.17 | ||||
| 2025-08-14 | 13F | 家族管理公司 | 22,375 | -0.67 | 6,487 | 17.39 | ||||
| 2025-08-14 | 13F | 哈维资本管理公司 | 33,872 | -0.56 | 9,837 | 17.73 | ||||
| 2025-07-25 | 13F | 法律优势投资有限公司 | 5,378 | -4.02 | 1,559 | 13.46 | ||||
| 2025-08-15 | 13F | TAM资本管理公司 | 114,518 | -4.83 | 29,516 | 0.00 | ||||
| 2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 80,513 | -0.94 | 23,342 | 17.07 | ||||
| 2025-06-24 | NP | EQNAX - MFS 股票收益基金 A | 59,543 | -14.19 | 14,565 | -21.47 | ||||
| 2025-07-11 | 13F | 国际私人财富顾问有限公司 | 1,493 | -16.17 | 433 | -0.92 | ||||
| 2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 3,485 | -14.75 | 1,010 | 0.80 | ||||
| 2025-06-27 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 658,733 | -5.40 | 161,139 | -13.42 | ||||
| 2025-07-31 | 13F | 菲尔德资本集团有限责任公司 | 7,713 | -9.24 | 2,236 | 7.29 | ||||
| 2025-06-26 | NP | TWQAX - 泛美大盘价值 A | 346,543 | -9.28 | 84,771 | -16.97 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 72,145 | -3.09 | 20,916 | 14.53 | ||||
| 2025-08-14 | 13F | 彭宁顿合伙公司 | 3,048 | -5.02 | 884 | 12.20 | ||||
| 2025-08-14 | 13F | 奥尔雷德资本管理有限责任公司 | 12,155 | -2.09 | 3,524 | 15.70 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 84,638 | -1.53 | 24,538 | 16.38 | ||||
| 2025-07-11 | 13F | 沃尔特公共投资公司 | 24,547 | -57.91 | 7,116 | -50.26 | ||||
| 2025-07-22 | 13F | 三线真财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 13,377 | -1.93 | 3,878 | 15.90 | ||||
| 2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 679 | -40.44 | 197 | -29.75 | ||||
| 2025-06-27 | NP | ACIO - Aptus 领式收入机会 ETF | 125,701 | -8.76 | 30,749 | -16.50 | ||||
| 2025-03-21 | NP | PCLVX - PACE 大型公司价值股权投资 P 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 170,961 | -2.34 | 45,134 | -2.58 | ||||
| 2025-07-17 | 13F | 第一乡村银行 /CT/ | 8,322 | -5.55 | 2,413 | 11.61 | ||||
| 2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 15,047,748 | -2.57 | 3,680,980 | -10.84 | ||||
| 2025-08-14 | 13F | 联信银行 | 1,163,368 | -0.28 | 337,272 | 17.86 | ||||
| 2025-08-14 | 13F | 信托信托公司 | 334,267 | -1.41 | 96,907 | 16.52 | ||||
| 2025-08-14 | 13F | 沃特斯帕克森有限公司 | 351,321 | -1.09 | 101,851 | 16.89 | ||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 28,141 | -1.82 | 8,158 | 16.05 | ||||
| 2025-08-26 | NP | TRULX - T. Rowe Price 美国大盘核心基金公司 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 | 1,417,254 | -7.76 | 410,876 | 9.02 | ||||
| 2025-07-16 | 13F | 汤森资产管理公司 /nc/ /adv | 43,214 | -3.18 | 12,528 | 14.43 | ||||
| 2025-07-08 | 13F | 理查德·P·斯劳特联合公司 | 13,344 | -7.65 | 3,869 | 9.14 | ||||
| 2025-08-13 | 13F | 铁路养老金投资有限公司 | 81,164 | -45.18 | 23,530 | -35.21 | ||||
| 2025-08-15 | NP | MBOVX - M 大盘价值基金 | 30,200 | -3.51 | 8,755 | 14.04 | ||||
| 2025-08-18 | 13F | 芬沃德银行 | 6,699 | -0.30 | 1,942 | 17.84 | ||||
| 2025-07-28 | NP | ERBAX - 伊顿万斯理查德伯恩斯坦股票策略基金 A 类 | 20,996 | -22.08 | 5,543 | -22.27 | ||||
| 2025-08-12 | 13F | Skba资本管理有限公司 | 4,387 | -5.80 | 1,272 | 11.30 | ||||
| 2025-07-31 | 13F | 海峡健全财富管理有限公司 | 8,890 | -5.95 | 2,577 | 11.17 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 12,820 | -4.18 | 3,717 | 13.26 | ||||
| 2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - Franklin Mutual Shares VIP 基金 1 级 | 149,729 | -2.26 | 43,408 | 15.51 | ||||
| 2025-08-08 | 13F | 凯恩投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | PXWIX - Pax Elevate 全球女性领导力基金机构班 | 52,363 | -6.47 | 15,181 | 10.54 | ||||
| 2025-07-28 | 13F | 码头街资产管理公司 | 3,505 | -81.00 | 1,016 | -77.54 | ||||
| 2025-06-26 | NP | FSAEX - 富达系列全行业股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 74,238 | -16.06 | 18,160 | -23.18 | ||||
| 2025-08-01 | 13F | Equita 金融网络公司 | 962 | -44.87 | 279 | -35.05 | ||||
| 2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 747,053 | -0.63 | 216,578 | 17.44 | ||||
| 2025-07-15 | 13F | 主流资本管理有限公司 | 8,454 | -0.32 | 2,451 | 17.79 | ||||
| 2025-08-01 | 13F | 奥斯曼资本公司 | 8,757 | -1.98 | 2,539 | 15.84 | ||||
| 2025-08-05 | 13F | 联邦退休投资有限责任公司 | 36,192 | -26.33 | 10,492 | -12.93 | ||||
| 2025-08-07 | 13F | 肯彭资本管理公司 | 257,885 | -3.01 | 74,763 | 14.63 | ||||
| 2025-08-13 | 13F | 阿维斯塔资本有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-18 | 13F | 联合规划公司 | 58,608 | -1.33 | 16,991 | 16.61 | ||||
| 2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 安联保险 | 207,993 | -1.23 | 60,299 | 16.73 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 94,480 | -21.83 | 27,391 | -7.61 | ||||
| 2025-05-15 | 13F | 肖尔茨公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | GVEYX - 机构价值股票基金 | 42,998 | -1.35 | 12,466 | 16.59 | ||||
| 2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 37,857 | -4.55 | 10,975 | 12.81 | ||||
| 2025-08-07 | 13F | 中央证券公司 | 150,000 | -6.25 | 43,486 | 10.80 | ||||
| 2025-07-17 | 13F | 一财富顾问有限责任公司 | 8,043 | -0.10 | 2,332 | 18.09 | ||||
| 2025-04-23 | 13F | 频谱投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | LVW 顾问有限责任公司 | 26,183 | -2.16 | 7,591 | 15.63 | ||||
| 2025-06-26 | NP | FGRIX - 富达增长和收入投资组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 424,818 | -15.71 | 103,919 | -22.86 | ||||
| 2025-07-09 | 13F | 焦点财富顾问有限责任公司 | 1,286 | -5.09 | 373 | 12.05 | ||||
| 2025-08-08 | 13F | 包装管理公司 | 12,950 | -9.45 | 3,754 | 7.01 | ||||
| 2025-07-16 | 13F | 史蒂芬森国家银行和信托公司 | 4,984 | -1.54 | 1,445 | 16.36 | ||||
| 2025-08-11 | 13F | 诺瓦克和鲍威尔金融服务公司 | 5,520 | -4.83 | 1,600 | 12.52 | ||||
| 2025-06-27 | NP | POGRX - PRIMECAP奥德赛成长基金 | 42,700 | -30.23 | 10,445 | -36.15 | ||||
| 2025-07-17 | 13F | 坎皮恩资产管理有限公司 | 4,662 | -3.80 | 1,352 | 13.72 | ||||
| 2025-07-03 | 13F | 三一财务顾问有限责任公司 | 20,270 | -0.11 | 5,877 | 26.64 | ||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：A4 系列 | 2,199 | -5.26 | 638 | 11.95 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 186,211 | -11.01 | 53,984 | 5.17 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 12,654 | -1.94 | 3,669 | 15.89 | ||||
| 2025-07-07 | 13F | 霍特科恩·理查德·查尔斯 | 52,412 | -1.66 | 15,195 | 16.22 | ||||
| 2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 6,299 | -5.56 | 1,839 | 12.41 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 29,897 | -20.24 | 8,667 | -5.74 | ||||
| 2025-05-29 | NP | LABAX - Loomis Sayles 战略 Alpha 基金 A 类 | 377 | -46.98 | 92 | -45.88 | ||||
| 2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 113,722 | -4.12 | 32,969 | 13.32 | ||||
| 2025-07-22 | 13F | 火棘财富合作伙伴有限公司 | 3,348 | -1.30 | 971 | 16.59 | ||||
| 2025-07-15 | 13F | Capstone财富管理集团有限责任公司 | 2,312 | -5.63 | 670 | 11.48 | ||||
| 2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 20,930 | -18.13 | 6,069 | -3.25 | ||||
| 2025-07-31 | 13F | 哈特福德财务管理公司 | 28,293 | -46.65 | 8,203 | -36.95 | ||||
| 2025-08-05 | NP | HOVLX - 价值基金 | 181,391 | -4.33 | 52,587 | 13.08 | ||||
| 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 | 12,082 | -5.28 | 3,503 | 11.92 | ||||
| 2025-06-27 | NP | CADVX - Calamos 股息增长基金 A 类 | 1,705 | -4.48 | 417 | -12.58 | ||||
| 2025-08-12 | 13F | Pfc 资本集团公司 | 7,955 | -5.24 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | 分水岭私人财富有限责任公司 | 3,741 | -2.35 | 1,085 | 15.44 | ||||
| 2025-07-29 | 13F | 西姆斯投资管理有限公司 | 975 | -0.81 | 283 | 17.01 | ||||
| 2025-08-14 | 13F | 极地资本控股有限公司 | 120,852 | -46.05 | 35,036 | -36.24 | ||||
| 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 | 617,359 | -0.53 | 151,018 | -8.97 | ||||
| 2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 4,194 | -1.50 | 1,216 | 16.38 | ||||
| 2025-04-16 | 13F | 财富增值咨询服务有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 25,953 | -1.22 | 6,852 | -1.47 | ||||
| 2025-07-16 | 13F | TCI 财富顾问公司 | 15,141 | -0.92 | 4,390 | 17.10 | ||||
| 2025-08-29 | NP | 约翰汉考克对冲股票及收益基金 | 5,366 | -16.63 | 1,556 | -1.46 | ||||
| 2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 46,397 | -20.93 | 13,451 | -6.55 | ||||
| 2025-07-09 | 13F | 克拉鲁斯财富顾问 | 1,366 | -8.01 | 386 | 10.92 | ||||
| 2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 51,287 | -37.81 | 14,869 | -26.50 | ||||
| 2025-08-14 | 13F/A | 佩里特资本管理公司 | 2,752 | -4.24 | 798 | 13.05 | ||||
| 2025-08-11 | 13F | 凯斯、斯坦奇和伍腾财富管理有限责任公司 | 6,625 | -5.93 | 1,921 | 11.18 | ||||
| 2025-08-07 | 13F | 威尔金斯投资顾问公司 | 20,485 | -5.03 | 5,939 | 12.23 | ||||
| 2025-08-07 | 13F | 坚决顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 贝克大道资产管理有限合伙人 | 208,089 | -2.12 | 60,327 | 15.68 | ||||
| 2025-08-11 | 13F | 思维财富管理有限责任公司 | 2,781 | -5.28 | 806 | 11.94 | ||||
| 2025-05-01 | 13F | 谢克特投资顾问有限公司 | 36,181 | -14.57 | 8,875 | -12.58 | ||||
| 2025-08-14 | 13F | Mission Creek 资本合伙公司 | 51,803 | -7.13 | 8,918 | 4.62 | ||||
| 2025-08-05 | 13F | KJ 哈里森合伙人公司 | 22,835 | -36.28 | 6,620 | -24.69 | ||||
| 2025-06-27 | NP | POSKX - PRIMECAP Odyssey 股票基金 | 264,400 | -7.42 | 64,678 | -15.28 | ||||
| 2025-07-16 | 13F | 北橡树财富管理公司 | 24,319 | -0.50 | 7,050 | 17.60 | ||||
| 2025-08-07 | 13F | 前景金融集团有限公司 | 2,585 | -0.73 | 749 | 17.40 | ||||
| 2025-07-18 | 13F | 九十一 SA (PTY) 有限公司 | 39,551 | -61.42 | 11,469 | -53.91 | ||||
| 2025-07-25 | NP | USBLX - 增长和税收策略基金 | 30,491 | -0.05 | 8,050 | -0.30 | ||||
| 2025-08-14 | 13F | Boyer & Corporon 财富管理有限责任公司 | 41,769 | -2.33 | 12,109 | 15.43 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股权收益投资组合初始类别 | 821,834 | -12.72 | 238,258 | 3.16 | ||||
| 2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 6,175,737 | -11.24 | 1,790,408 | 4.90 | ||||
| 2025-07-15 | 13F | BigSur 财富管理有限责任公司 | 38,691 | -0.01 | 11,217 | 18.16 | ||||
| 2025-07-24 | 13F | 路透詹姆斯财富管理有限公司 | 2,655 | -3.63 | 770 | 13.93 | ||||
| 2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 71,113 | -4.58 | 20,616 | 12.77 | ||||
| 2025-07-21 | 13F/A | 算盘规划集团有限公司 | 21,414 | -0.42 | 6,208 | 17.69 | ||||
| 2025-08-08 | 13F | 指南针金融服务公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SOA 财富顾问有限责任公司。 | 43,706 | -1.63 | 6,564 | 24.96 | ||||
| 2025-07-16 | 13F | 多元化企业有限责任公司 | 21,713 | -1.17 | 6,295 | 16.79 | ||||
| 2025-08-12 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 50 | -16.67 | 14 | 0.00 | ||||
| 2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Deka银行德意志Girozentrale | 3,427,167 | -0.06 | 989 | 20.17 | ||||
| 2025-07-10 | 13F | 杰克逊广场资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-23 | NP | 桑伯格收入创造者机会信托 | 15,100 | -49.83 | 3,704 | -48.66 | ||||
| 2025-07-28 | 13F | 切萨皮克财富管理 | 9,777 | -2.61 | 2,834 | 15.11 | ||||
| 2025-06-30 | NP | NSFBX - Natixis 可持续未来 2015 年 N 类基金 | 18 | -5.26 | 4 | -20.00 | ||||
| 2025-07-17 | 13F | 创世纪私人财富有限责任公司 | 2,151 | -0.65 | 624 | 17.33 | ||||
| 2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 143,220 | -6.79 | 41,521 | 10.16 | ||||
| 2025-08-04 | 13F | 遗产投资者管理公司 | 204,014 | -2.05 | 59 | 15.69 | ||||
| 2025-07-17 | 13F | 格里森集团公司 | 12,156 | -8.59 | 3,524 | 8.03 | ||||
| 2025-07-31 | 13F | 欧佩斯财富管理有限责任公司 | 717 | -37.11 | 208 | -25.81 | ||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | FT Vest 股息上涨总回报基金 | 3,899 | -11.41 | 1,130 | 4.73 | ||||
| 2025-07-14 | 13F | 怀特纳资本管理公司 | 78,335 | -1.46 | 22,710 | 16.46 | ||||
| 2025-08-07 | 13F | 灰石金融集团有限责任公司 | 59,744 | -0.70 | 17,320 | 17.36 | ||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Epoch 美国股票收益率投资组合初始类别 | 75,404 | -12.88 | 21,860 | 2.97 | ||||
| 2025-07-11 | 13F | 平博银行公司 | 20,011 | -1.39 | 5,801 | 16.56 | ||||
| 2025-07-18 | 13F | 沃伦街财富顾问有限责任公司 | 3,917 | -0.61 | 1,136 | 17.49 | ||||
| 2025-03-31 | NP | EQTY - Kovitz 核心股票 ETF | 73,759 | -42.12 | 19,716 | -30.28 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 1,851,758 | -4.05 | 536,843 | 13.41 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Dogs of Wall Street 投资组合 1 级 | 68,788 | -3.84 | 16,827 | -12.00 | ||||
| 2025-07-28 | 13F | RMR资本管理有限责任公司 | 5,677 | -34.59 | 1,646 | -22.70 | ||||
| 2025-06-26 | NP | LRGF - iShares Edge MSCI 多因子美国 ETF | 153,941 | -2.69 | 37,657 | -10.94 | ||||
| 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 | 128,116 | -7.59 | 37,142 | 9.22 | ||||
| 2025-06-27 | NP | BRNY - 伯尼美国因子轮换 ETF | 49,222 | -16.15 | 12,041 | -23.26 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 成长与收入基金初始类别 | 7,870 | -16.46 | 2,282 | -1.26 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 23,844 | -1.81 | 5,849 | -1.81 | ||||
| 2025-08-14 | 13F | 嘉德财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 33,445 | -10.39 | 8,181 | -17.99 | ||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 1,118,557 | -7.82 | 324,282 | 8.96 | ||||
| 2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 51,820 | -40.28 | 15,023 | -29.42 | ||||
| 2025-04-25 | NP | KDHAX - DWS CROCI 股票股息基金 A 类 | 64,555 | -35.96 | 17,084 | -32.13 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 贝莱德 A 级债券收入投资组合 | 6,929 | -7.22 | 2,009 | 9.67 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 708,098 | -2.53 | 205,285 | 15.19 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 9,136 | -19.99 | 2,235 | -26.80 | ||||
| 2025-07-22 | 13F | 综合资本管理有限责任公司 | 1,742 | -80.00 | 1 | -100.00 | ||||
| 2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 209,886 | -0.54 | 61 | 17.65 | ||||
| 2025-07-30 | 13F | 美国资本投资服务公司 | 751 | -9.19 | 218 | 7.43 | ||||
| 2025-05-14 | 13F | 许可资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 杜蒙和布莱克投资顾问有限公司 | 15,415 | -0.10 | 4,469 | 18.08 | ||||
| 2025-06-26 | NP | LSVVX - LSV 保守价值股票基金机构类别股票 | 17,300 | -4.42 | 4,232 | -12.55 | ||||
| 2025-08-05 | 13F | Arrowroot 家族办公室有限责任公司 | 1,069 | -3.61 | 310 | 16.60 | ||||
| 2025-07-09 | 13F | 伍德斯托克公司 | 68,926 | -2.64 | 19,982 | 15.06 | ||||
| 2025-07-10 | 13F | 阿伯财富顾问有限责任公司 | 3,138 | -0.48 | 910 | 17.59 | ||||
| 2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -8,176 | 36.04 | -2,370 | 60.79 | |||
| 2025-08-14 | 13F | BTG Pactual SA 银行 | 28,574 | -31.13 | 8,284 | -18.61 | ||||
| 2025-05-06 | 13F | Fpc 投资咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 富达 D & D 银行公司 | 5,780 | -9.40 | 1,676 | 7.03 | ||||
| 2025-07-28 | NP | VCIGX - 股息价值基金 | 44,076 | -27.18 | 11,636 | -27.36 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：A4系列 | 5,852 | -6.38 | 1,697 | 10.63 | ||||
| 2025-07-31 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | 马洛塔资产管理公司 | 1,390 | -46.10 | 403 | -25.97 | ||||
| 2025-08-13 | 13F | 美国资金管理有限责任公司 | 39,656 | -0.59 | 11,497 | 17.49 | ||||
| 2025-07-29 | 13F | 安吉利斯财富管理有限公司 | 17,854 | -0.74 | 5,176 | 17.32 | ||||
| 2025-08-07 | 13F | 顶峰财富管理咨询集团有限责任公司 | 40,906 | -0.02 | 11,859 | 18.16 | ||||
| 2025-08-12 | 13F | 神秘资产管理公司 | 45,880 | -0.16 | 13,301 | 18.00 | ||||
| 2025-07-25 | NP | UGIEX - 全球股票收益基金份额 | 2,333 | -53.24 | 616 | -53.41 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 974,872 | -2.71 | 282,625 | 14.99 | ||||
| 2025-08-13 | 13F | 资本集团投资管理私人有限公司有限公司 | 37,012 | -8.57 | 10,730 | 8.07 | ||||
| 2025-07-31 | 13F | B&T 资本管理 DBA Alpha 资本管理 | 39,510 | -3.20 | 11,454 | 14.41 | ||||
| 2025-08-22 | NP | BEARX - 联邦审慎熊基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 600 | -20.00 | 174 | 9.49 | ||||
| 2025-08-28 | NP | DIVO - Amplify CWP 增强型股息收入 ETF | 766,798 | -5.91 | 222,302 | 11.21 | ||||
| 2025-07-15 | 13F | 大街集团有限公司 | 429 | -8.53 | 124 | 7.83 | ||||
| 2025-07-21 | 13F | ASR资产管理公司 | 505,552 | -1.92 | 146,557 | 15.92 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | 49,414 | -4.83 | 14,334 | 11.66 | ||||
| 2025-08-13 | 13F | 皇家基金管理有限责任公司 | Call | 1,400 | -17.65 | 406 | -0.25 | |||
| 2025-08-26 | NP | MSFRX - MFS 总回报基金 A | 384,397 | -1.03 | 111,441 | 16.97 | ||||
| 2025-08-28 | NP | QUS - SPDR MSCI 美国StrategicFactors 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 | 55,336 | -5.84 | 16,042 | 11.28 | ||||
| 2025-07-11 | 13F | 天际线顾问公司 | 1,086 | -2.51 | 315 | 15.02 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 富兰克林邓普顿全球股票管理波动基金标准级 | 31,724 | -0.11 | 9,197 | 18.06 | ||||
| 2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 4,239 | -2.28 | 1,229 | 15.41 | ||||
| 2025-08-06 | 13F | 温泉顾问公司 | 8,975 | -1.73 | 2,602 | 16.12 | ||||
| 2025-07-22 | 13F | 格拉斯财富管理有限公司 | 3,353 | -4.93 | 972 | 12.37 | ||||
| 2025-08-08 | 13F | 凡士通资本管理公司 | 3,481 | -0.51 | 1,009 | 17.60 | ||||
| 2025-08-28 | NP | XLF - 金融精选行业 SPDR 基金 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,749,495 | -9.53 | 5,435,666 | 6.93 | ||||
| 2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 15,375,410 | -16.30 | 4,457,485 | -1.08 | ||||
| 2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 81,442 | -4.55 | 19,922 | -12.65 | ||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 24,323 | -16.36 | 7,052 | -1.15 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 1,057 | -2.40 | 306 | 15.47 | ||||
| 2025-07-14 | 13F | 巴林金融有限责任公司 | 5,514 | -0.76 | 1,599 | 17.33 | ||||
| 2025-08-14 | 13F | JPL 财富管理有限责任公司 | 15,920 | -0.35 | 4,615 | 17.79 | ||||
| 2025-08-08 | 13F | Summerhill Capital Management lnc. | 30,741 | -0.52 | 8,912 | 17.57 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 425,818 | -0.32 | 123 | 18.27 | ||||
| 2025-08-21 | NP | NICSX - 尼古拉斯基金公司 | 208,430 | -3.82 | 60,426 | 13.67 | ||||
| 2025-04-16 | 13F | 财富增值咨询服务有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 645,723 | -7.46 | 187,524 | 10.30 | ||||
| 2025-07-28 | 13F | 中科威金融集团 | 10,250 | -1.73 | 3 | 0.00 | ||||
| 2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 94,227 | -0.53 | 24,876 | -0.78 | ||||
| 2025-07-28 | NP | EQRR - ProShares 利率上涨股票 ETF | 605 | -18.68 | 160 | -18.88 | ||||
| 2025-07-29 | NP | GBFFX - GMO 无基准基金 III 类 | 7,590 | -2.09 | 2,004 | -2.34 | ||||
| 2025-07-10 | 13F | 希拉岭财富管理 | 2,087 | -1.18 | 605 | 16.83 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 5,021 | -1.99 | 1,456 | 15.84 | ||||
| 2025-07-30 | 13F | 支流资本管理有限责任公司 | 3,975 | -1.24 | 1,152 | 16.72 | ||||
| 2025-08-14 | 13F | CIBC 世界市场公司 | 1,789,997 | -22.03 | 518,938 | -7.85 | ||||
| 2025-08-08 | 13F | 财富信托资产管理有限公司 | 3,076 | -16.50 | 892 | -1.33 | ||||
| 2025-07-17 | 13F | 罗宾斯法利有限公司 | 323 | -6.65 | 94 | 10.71 | ||||
| 2025-08-11 | 13F | 资本广场有限责任公司 | 6,646 | -8.95 | 1,907 | 6.48 | ||||
| 2025-08-06 | 13F | 西蒙斯银行 | 61,369 | -1.34 | 17,791 | 16.60 | ||||
| 2025-08-06 | 13F | 加里森点顾问有限公司 | 7,670 | -2.29 | 2,224 | 15.48 | ||||
| 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 | 24,782 | -7.73 | 7,185 | 9.05 | ||||
| 2025-07-09 | 13F | 灯塔金融集团 | 40,705 | -2.08 | 11,801 | 15.73 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 943,981 | -0.63 | 273,670 | 17.44 | ||||
| 2025-07-09 | 13F | 费玛塔顾问有限责任公司 | 1,430 | -52.68 | 414 | -44.13 | ||||
| 2025-08-06 | 13F | 安佳资本顾问有限公司 | 154,303 | -1.18 | 44,734 | 16.79 | ||||
| 2025-07-31 | 13F | 拉扎德兄弟管理公司 | 175,551 | -3.46 | 51 | 13.64 | ||||
| 2025-07-18 | 13F | BSW财富合作伙伴 | 11,978 | -0.22 | 3,472 | 17.93 | ||||
| 2025-07-23 | 13F | 登普兹·南希·E | 4,768 | -4.60 | 1,382 | 12.72 | ||||
| 2025-08-26 | NP | MPGFX - Mais & Power 增长基金 | 1,083,000 | -11.81 | 313,973 | 4.23 | ||||
| 2025-07-21 | 13F | 安角储蓄银行 | 7,597 | -9.80 | 2,202 | 6.63 | ||||
| 2025-07-25 | NP | LBSAX - 哥伦比亚股息收入基金 A 类 | 7,033,776 | -1.03 | 1,856,917 | -1.27 | ||||
| 2025-07-22 | 13F | 伯克希尔资金管理公司 | 1,516 | -21.90 | 440 | -7.77 | ||||
| 2025-07-15 | 13F | 肯塔基信托公司 | 22,597 | -0.53 | 6,551 | 17.57 | ||||
| 2025-07-23 | 13F | 西区顾问有限责任公司 | 169,492 | -12.02 | 49,138 | 3.99 | ||||
| 2025-07-23 | 13F | 熊山资本公司 | 202 | -6.91 | 59 | 9.43 | ||||
| 2025-08-14 | 13F | 都铎投资公司等 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 威尔金森全球资产管理有限公司 | 393,242 | -12.33 | 114,005 | 3.62 | ||||
| 2025-07-08 | 13F | 贝克埃利斯资产管理有限责任公司 | 52,083 | -0.06 | 15,099 | 18.12 | ||||
| 2025-08-12 | 13F | 农民国家银行 | 61,445 | -3.53 | 17,814 | 14.02 | ||||
| 2025-08-12 | 13F | 沃瑙资产管理公司 | 10,108 | -12.55 | 2,930 | 3.35 | ||||
| 2025-07-29 | 13F | 帕尔默·奈特公司 | 26,489 | -20.23 | 7,679 | -5.72 | ||||
| 2025-08-08 | 13F | 纯种金融服务有限公司 | 76,702 | -26.76 | 22 | -12.00 | ||||
| 2025-08-11 | 13F | 卢卡斯山管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 131,498 | -2.07 | 38,123 | 15.74 | ||||
| 2025-08-14 | 13F | 索罗斯基金管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 37,673 | -1.53 | 10,933 | 16.37 | ||||
| 2025-07-29 | NP | TMFC - Motley Fool 100 指数 ETF | 142,182 | -0.14 | 37,536 | -0.38 | ||||
| 2025-07-31 | 13F | MQS 管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 伦敦资本资产管理有限公司 | 10,612 | -0.38 | 3,077 | 17.76 | ||||
| 2025-07-07 | 13F | 信托公司 | 8,239 | -4.20 | 2,389 | 13.23 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 纪律核心基金 3 级 | 59,490 | -65.96 | 17,247 | -59.77 | ||||
| 2025-07-23 | 13F | 西特林资本管理有限责任公司 | 27,085 | -8.87 | 7,852 | 7.71 | ||||
| 2025-08-07 | 13F | 野山羊财富顾问 | 8,235 | -67.45 | 2,387 | -61.53 | ||||
| 2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 17,837 | -6.96 | 5,171 | 9.97 | ||||
| 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 | 135,572 | -17.60 | 39,304 | -2.62 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 2,078 | -91.74 | 603 | -90.23 | ||||
| 2025-08-27 | NP | BDVG - iMGP 伯克希尔股息增长 ETF | 1,381 | -6.50 | 400 | 10.50 | ||||
| 2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 3,621 | -3.90 | 1,050 | 13.53 | ||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 3,116 | -0.61 | 762 | -8.96 | ||||
| 2025-04-11 | 13F | 第一平权金融网络 | 2,675 | -4.50 | 656 | -2.24 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 9,158 | -6.04 | 2,655 | 11.05 | ||||
| 2025-07-29 | 13F | 维奥利奇资本管理公司 | 19,175 | -5.36 | 5,559 | 138,875.00 | ||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,718,283 | -23.30 | 717,627 | -23.49 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 77,872 | -1.85 | 19,049 | -10.18 | ||||
| 2025-08-11 | 13F | 波林资本管理有限责任公司 | 4,254 | -78.17 | 1,233 | -74.21 | ||||
| 2025-08-06 | 13F | 索尔蒂斯投资顾问有限责任公司 | 36,742 | -12.47 | 10,652 | 3.45 | ||||
| 2025-08-13 | 13F | 顶点规划合作伙伴有限责任公司 | 2,260 | -0.40 | 655 | 17.81 | ||||
| 2025-07-29 | NP | SFPIX - I 类金融服务投资组合 | 208 | -15.79 | 55 | -16.92 | ||||
| 2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 31,165 | -3.86 | 9,035 | 13.63 | ||||
| 2025-08-18 | NP | JAMEX - 詹姆斯敦股票基金 | 7,200 | -6.49 | 2,087 | 10.54 | ||||
| 2025-07-29 | NP | PRSIX - T. Rowe 价格谱保守配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,412 | -8.61 | 8,029 | -8.83 | ||||
| 2025-08-28 | NP | ELFNX - ELFUN 信托 Elfun 信托 | 398,921 | -9.09 | 115,651 | 7.44 | ||||
| 2025-08-26 | NP | SBRAX - Segall Bryant & Hamill All Cap 基金零售类 | 11,176 | -5.42 | 3,240 | 11.80 | ||||
| 2025-07-21 | 13F | 格拉西投资管理公司 | 104,353 | -0.57 | 30 | 20.00 | ||||
| 2025-08-15 | 13F | 前街资本管理公司 | 974 | -1.12 | 0 | |||||
| 2025-08-07 | 13F | FDx 顾问公司 | 2,525 | -0.51 | 1 | |||||
| 2025-08-14 | 13F | 淡马锡控股（私人）有限公司 | 49,870 | -53.71 | 14,458 | -45.29 | ||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-08 | 13F | 斯库拉蒂财富管理有限责任公司 | 18,651 | -2.27 | 5,407 | 15.51 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 218,772 | -1.49 | 57,756 | -1.73 | ||||
| 2025-06-26 | NP | FDVKX - 富达价值发现 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,854 | -41.17 | 3,878 | -46.16 | ||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-06-26 | NP | AWEIX - CIBC Atlas 纪律股票基金机构类别股票 | 118,048 | -1.22 | 28,877 | -9.60 | ||||
| 2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 3,053 | -4.11 | 885 | 13.32 | ||||
| 2025-08-07 | 13F | Readystate资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | 格林斯普林顾问有限责任公司 | 1,342 | -8.02 | 329 | -5.73 | ||||
| 2025-07-09 | 13F | 拉德诺资本管理有限公司 | 55,165 | -0.66 | 16 | 15.38 | ||||
| 2025-07-17 | 13F | 鹰财富策略有限公司 | 8,050 | -12.31 | 2,334 | 3.64 | ||||
| 2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 865 | -21.15 | 251 | -7.06 | ||||
| 2025-08-06 | 13F | 斯托克斯家族办公室有限责任公司 | 47,703 | -1.69 | 13,830 | 16.19 | ||||
| 2025-07-29 | 13F | Mb，Levis＆Associates，Llc | 14,240 | -1.15 | 4,128 | 16.84 | ||||
| 2025-08-12 | 13F | Oak Associates Ltd /哦/ | 125,638 | -7.83 | 36,424 | 8.93 | ||||
| 2025-08-14 | 13F | 基本规划有限责任公司。 | 1,228 | -1.44 | 356 | 16.72 | ||||
| 2025-07-23 | NP | DTCAX - 纽约梅隆银行可持续美国股票基金公司 A 类 | 68,674 | -13.46 | 18,130 | -13.67 | ||||
| 2025-07-03 | 13F | 集体家族办公室有限责任公司 | 3,431 | -12.67 | 995 | 3.22 | ||||
| 2025-08-12 | 13F | 托克维尔资产管理公司 | 269,066 | -3.18 | 78,005 | 14.43 | ||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks 财富管理有限责任公司 | 12,706 | -1.37 | 3,807 | 28.70 | ||||
| 2025-08-04 | 13F | 尤贝尔·布雷迪和萨特曼资产管理公司 | 4,418 | -4.70 | 1 | 0.00 | ||||
| 2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 9,752 | -5.07 | 2,827 | 12.23 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 1,695,961 | -0.33 | 491,676 | 17.79 | ||||
| 2025-08-14 | 13F | 沃隆资本管理有限公司 | 43,176 | -13.84 | 12,517 | 1.84 | ||||
| 2025-08-14 | 13F | 第一曼哈顿公司 | 293,530 | -2.90 | 85,097 | 14.76 | ||||
| 2025-07-14 | 13F | 康拉德西格尔投资顾问公司 | 1,161 | -1.94 | 337 | 15.86 | ||||
| 2025-08-07 | 13F | 莱克瑞奇财富管理有限责任公司 | 11,649 | -1.58 | 3,377 | 16.33 | ||||
| 2025-07-30 | NP | RFFC - RiverFront 动态美国 Flex-Cap ETF | 2,245 | -15.76 | 593 | -16.03 | ||||
| 2025-05-30 | NP | PXTIX - PIMCO RAE PLUS 基金机构 | 2,210 | -85.76 | 542 | -85.43 | ||||
| 2025-07-10 | 13F | 布雷迪家族财富有限公司 | 13,213 | -0.23 | 3,831 | 17.92 | ||||
| 2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 11,096 | -2.76 | 3,217 | 14.90 | ||||
| 2025-07-15 | 13F | 林奇建筑事务所/ | 54,979 | -2.05 | 15,939 | 15.75 | ||||
| 2025-07-29 | 13F | Oxbow 顾问有限责任公司 | 1,685 | -14.81 | 489 | 0.62 | ||||
| 2025-08-07 | 13F | 艾伦投资管理有限公司 | 156,314 | -0.12 | 45,317 | 18.04 | ||||
| 2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 14,312 | -2.75 | 4,149 | 14.96 | ||||
| 2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 131,529 | -2.37 | 38 | 15.15 | ||||
| 2025-06-23 | NP | MTUM - iShares Edge MSCI 美国动量因子 ETF | 2,868,084 | -4.92 | 701,591 | -12.99 | ||||
| 2025-07-23 | 13F | 安全退休顾问有限责任公司 | 7,554 | -3.27 | 2,190 | 14.31 | ||||
| 2025-07-07 | 13F | 视野财富管理 | 185 | -7.50 | 54 | 8.16 | ||||
| 2025-07-22 | 13F | 毅力咨询集团有限责任公司 | 8,417 | -3.13 | 2,440 | 22.31 | ||||
| 2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 252,248 | -1.47 | 66,593 | -1.71 | ||||
| 2025-07-28 | 13F | 阿灵顿财务顾问有限责任公司 | 23,351 | -6.70 | 6,770 | 10.26 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 18,301,953 | -3.42 | 5,305,919 | 14.14 | ||||
| 2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 67,471 | -54.88 | 19,649 | -46.43 | ||||
| 2025-08-14 | 13F | 目的地财富管理 | 214,806 | -2.60 | 62,274 | 15.11 | ||||
| 2025-07-09 | 13F | 韦斯特蒙特合伙公司 | 8,883 | -0.09 | 2,575 | 18.12 | ||||
| 2025-09-04 | 13F | 七桥金融集团有限责任公司 | 43,880 | -1.09 | 12,850 | 11.39 | ||||
| 2025-08-08 | 13F | Keyvanage Wealth, Llc | 4,559 | -2.06 | 1,322 | 15.78 | ||||
| 2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 154,479 | -0.64 | 37,789 | -9.07 | ||||
| 2025-08-28 | NP | TWEIX - 股票收益基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 692,115 | -9.07 | 200,651 | 7.47 | ||||
| 2025-03-19 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 15,884 | -22.40 | 4,246 | 8.18 | ||||
| 2025-06-26 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 3,487 | -76.28 | 853 | -78.32 | ||||
| 2025-08-05 | 13F | 塞博尔德资本管理公司 | 1,063 | -1.94 | 308 | 15.79 | ||||
| 2025-08-26 | NP | MAPOX - Mais & Power 平衡基金 | 59,922 | -23.54 | 17,372 | -9.64 | ||||
| 2025-08-08 | 13F | 大理石港投资顾问有限责任公司 | 11,074 | -10.02 | 3,211 | 6.36 | ||||
| 2025-07-30 | 13F | 德马斯金融集团有限责任公司 | 1,078 | -98.91 | 313 | 235.48 | ||||
| 2025-08-07 | 13F | 金路德资本管理公司 | 1,795,437 | -2.65 | 520,515 | 15.05 | ||||
| 2025-07-30 | 13F | 盖布尔斯资本管理公司 | 21,236 | -4.34 | 6,157 | 13.06 | ||||
| 2025-08-12 | 13F | 自由格列佛有限公司 | 210,679 | -0.25 | 61,078 | 17.89 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 西托资本集团有限责任公司 | 15,613 | -2.64 | 5 | 33.33 | ||||
| 2025-08-13 | 13F | 期权解决方案有限公司 | 1,900 | -15.22 | 551 | 0.18 | ||||
| 2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GILIX - NAA 大型核心基金 机构类 | 12,754 | -2.83 | 3,698 | 14.85 | ||||
| 2025-08-14 | 13F | Summit Partners 公共资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-24 | 13F | 罗伯逊·斯蒂芬斯财富管理有限责任公司 | 37,229 | -9.81 | 10,793 | 6.59 | ||||
| 2025-05-05 | 13F | 铸造合作伙伴有限责任公司 | 186,466 | -19.67 | 45,740 | -17.79 | ||||
| 2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 1,740 | -24.97 | 505 | -11.27 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 66,985,321 | -3.42 | 19,419,715 | 14.15 | ||||
| 2025-07-23 | NP | DQIAX - 纽约梅隆银行 A 类股票收益基金 | 210,285 | -0.72 | 55,515 | -0.97 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 20,067 | -2.96 | 5,818 | 14.69 | ||||
| 2025-08-20 | NP | LKBAX - LKCM 平衡基金 | 5,900 | -11.94 | 1,710 | 4.08 | ||||
| 2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 226,505 | -1.14 | 65,666 | 16.84 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Call | 70,300 | -11.46 | 17,245 | -9.39 | |||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | Put | 57,600 | -28.62 | 14,129 | -26.96 | |||
| 2025-08-14 | 13F/A | 最前沿分析有限责任公司 | 3,321 | -1.16 | 963 | 16.87 | ||||
| 2025-07-18 | 13F | 克拉蒂金融有限责任公司 | 53,479 | -34.98 | 15,504 | -23.16 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 4,175 | -7.86 | 1,024 | -5.71 | ||||
| 2025-08-26 | NP | MFRFX - MFS研究基金A | 712,343 | -4.82 | 206,515 | 12.49 | ||||
| 2025-08-05 | 13F | 卡梅尔资本管理有限责任公司 | 61,272 | -0.16 | 17,763 | 18.00 | ||||
| 2025-07-29 | NP | VOOV - Vanguard S&P 500 价值指数基金 ETF 股票 | 278,695 | -0.32 | 73,575 | -0.57 | ||||
| 2025-08-14 | 13F | IPG 投资顾问有限责任公司 | 17,812 | -4.90 | 5,164 | 12.39 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 737,114 | -6.11 | 213,697 | 10.97 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Call | 20,100 | -50.74 | 5,827 | -41.78 | |||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 62,700 | -17.39 | 18,177 | -2.37 | |||
| 2025-07-31 | 13F | 惠普伍德顾问有限公司 | 1,357 | -85.77 | 393 | 19.45 | ||||
| 2025-08-14 | 13F | L2 资产管理有限责任公司 | 30,731 | -0.25 | 8,909 | 17.91 | ||||
| 2025-08-04 | 13F | 西北财务顾问公司 | 1,496 | -73.17 | 434 | -68.32 | ||||
| 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 | 42,467 | -49.50 | 10,388 | -53.78 | ||||
| 2025-05-29 | NP | WCMYX - WCM 优质股息增长基金机构类别股票 | 383 | -65.43 | 94 | -64.91 | ||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 41,110 | -95.01 | 12 | -94.55 | ||||
| 2025-08-14 | 13F | 人类投资有限责任公司 | 3,604 | -13.82 | 1,045 | 1.85 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 2,298,435 | -7.18 | 666,864 | 9.79 | ||||
| 2025-07-09 | 13F | 定义财富管理有限公司 | 8,665 | -0.20 | 2,512 | 17.99 | ||||
| 2025-07-25 | 13F | Lincluden管理有限公司 | 19,190 | -21.42 | 6 | 0.00 | ||||
| 2025-08-15 | 13F | 易方达基金管理有限公司 | 28,999 | -27.20 | 8,407 | -13.96 | ||||
| 2025-05-07 | 13F/A | 对称投资有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 340,891 | -3.60 | 98,828 | 13.93 | ||||
| 2025-08-18 | NP | ULTRA 系列基金 - 大盘价值基金 I 类 | 17,774 | -11.13 | 5,153 | 5.01 | ||||
| 2025-06-25 | NP | ALIBX - 阿尔卑斯山 |史密斯平衡机会基金投资者类别 | 344 | -66.89 | 84 | -69.68 | ||||
| 2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 10,404 | -0.04 | 2,747 | -0.29 | ||||
| 2025-08-07 | 13F | 特雷诺资本管理公司 | 57,170 | -3.23 | 16,603 | 14.56 | ||||
| 2025-08-05 | 13F | 卡森咨询公司 | 9,933 | -0.50 | 2,880 | 17.61 | ||||
| 2025-06-26 | NP | TOK - iShares MSCI Kokusai ETF | 8,709 | -0.18 | 2,130 | -8.66 | ||||
| 2025-08-05 | 13F | 沃斯波因特有限责任公司 | 1,017 | -29.13 | 295 | -16.48 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 9,488 | -0.88 | 2,751 | 17.12 | ||||
| 2025-07-10 | 13F | 穆勒金融服务公司 | 5,793 | -3.06 | 1,679 | 14.61 | ||||
| 2025-07-30 | 13F | Rnc资本管理有限公司 | 271,969 | -0.16 | 78,846 | 17.99 | ||||
| 2025-08-12 | 13F | NDVR 公司 | 1,938 | -1.37 | 562 | 16.39 | ||||
| 2025-07-28 | 13F | 波士顿信托华登公司 | 955,538 | -5.73 | 277,020 | 11.42 | ||||
| 2025-07-10 | 13F | 纳富尔顿银行 | 46,427 | -5.70 | 13,460 | 11.45 | ||||
| 2025-08-07 | 13F | W 顾问有限公司 | 8,604 | -1.61 | 2,494 | 16.27 | ||||
| 2025-08-13 | 13F | 费城信托公司 | 34,388 | -0.15 | 10 | 12.50 | ||||
| 2025-08-14 | 13F | CIBC 资产管理公司 | 495,492 | -4.32 | 142,775 | 12.43 | ||||
| 2025-08-26 | NP | NOLVX - 北方大盘价值基金 | 9,209 | -4.85 | 2,670 | 12.43 | ||||
| 2025-06-23 | NP | FNPIX - 金融超行业深度投资者类别 | 8,170 | -29.06 | 1,999 | -35.09 | ||||
| 2025-07-30 | 13F | 大西洋边缘私人财富管理有限责任公司 | 17,867 | -0.39 | 5,180 | 17.73 | ||||
| 2025-08-13 | 13F | Peloton 财富策略师 | 24,925 | -1.58 | 7 | 16.67 | ||||
| 2025-07-25 | 13F | SPC 金融公司 | 35,016 | -1.90 | 10,152 | 15.95 | ||||
| 2025-07-16 | 13F | ORG 财富合伙人有限公司 | 10,893 | -0.68 | 3,172 | 18.37 | ||||
| 2025-07-29 | 13F | Dale Q Rice 投资管理有限公司 | 993 | -51.98 | 284 | -44.18 | ||||
| 2025-07-25 | 13F | 乔尔亚当斯及合伙人公司 | 1,899 | -3.36 | 551 | 14.11 | ||||
| 2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 14,281 | -0.92 | 4,140 | 17.11 | ||||
| 2025-06-25 | NP | EXEYX - 股票系列 S 级 | 3,996 | -13.51 | 978 | -20.83 | ||||
| 2025-05-30 | NP | SPGIX - Simt 大盘成长基金 I 类 | 12,973 | -12.76 | 3,182 | -10.72 | ||||
| 2025-07-16 | 13F | 埃塞克斯金融服务公司 | 65,511 | -1.10 | 18,992 | 16.89 | ||||
| 2025-07-25 | 13F | 优点投资组合管理 | 58,953 | -1.75 | 17,091 | 16.12 | ||||
| 2025-07-23 | 13F | 奥普塔斯有限责任公司 | 16,313 | -0.75 | 4,729 | 17.29 | ||||
| 2025-08-14 | 13F | 斯塔利资本顾问公司 | 436,748 | -1.50 | 126,618 | 16.42 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 39,791 | -1.17 | 9,761 | 1.13 | ||||
| 2025-05-28 | NP | DHAMX - 中心美国精选股票基金投资者类别 | 20,685 | -22.05 | 5,074 | -5.44 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Hotchkis & Wiley 大盘价值投资组合 | 370,269 | -4.04 | 107,345 | 13.41 | ||||
| 2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 13,663 | -12.08 | 3,961 | 3.91 | ||||
| 2025-08-11 | 13F | 韦斯托弗资本顾问有限公司 | 45,400 | -0.32 | 13,162 | 17.82 | ||||
| 2025-07-29 | 13F | 所罗门与路德温有限责任公司 | 4,905 | -2.12 | 1,432 | 16.52 | ||||
| 2025-07-17 | 13F | KG&L 资本管理有限公司 | 51,210 | -2.60 | 14,675 | 14.84 | ||||
| 2025-07-28 | 13F | 创新财富合作伙伴 | 1,686 | -4.42 | 489 | 12.96 | ||||
| 2025-08-12 | 13F | 独立资产合作伙伴有限责任公司 | 3,803 | -11.70 | 1,103 | 4.36 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 99,900 | -29.10 | 28,962 | -16.20 | |||
| 2025-08-11 | 13F | 真正的私人财富顾问 | 23,354 | -4.05 | 6,771 | 13.40 | ||||
| 2025-08-11 | NP | VOLMX - 容量基金 | 1,900 | -24.00 | 551 | -8.18 | ||||
| 2025-08-29 | NP | JADIX - 基本大盘价值信托资产净值 | 34,358 | -16.09 | 9,961 | -0.83 | ||||
| 2025-08-19 | 13F | 国家资产管理公司 | 73,561 | -31.50 | 21,326 | -17.16 | ||||
| 2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 39,520 | -3.73 | 11,457 | 13.77 | ||||
| 2025-08-21 | NP | BUZZ - VanEck Vectors 社会情绪 ETF | 1,600 | -42.53 | 464 | -32.11 | ||||
| 2025-07-31 | 13F | Tandem 投资顾问公司 | 934 | -23.57 | 0 | |||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 北角财富管理有限公司 | 19,322 | -2.33 | 5,602 | 15.44 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 1,366,402 | -0.89 | 396,134 | 17.13 | ||||
| 2025-07-28 | 13F | 互助顾问有限责任公司 | 95,090 | -0.88 | 28,396 | 21.53 | ||||
| 2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 3,658 | -1.96 | 966 | -2.23 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 骑士投资有限责任公司 | 33,748 | -1.94 | 9,784 | 15.88 | ||||
| 2025-07-09 | 13F | 中央谷顾问有限公司 | 20,132 | -1.66 | 5,837 | 16.23 | ||||
| 2025-05-30 | NP | PSTKX - PIMCO StocksPLUS 基金机构 | 4,945 | -85.73 | 1,213 | -85.39 | ||||
| 2025-07-17 | 13F | 梅尔法财富管理有限公司 | 2,666 | -2.74 | 773 | 15.03 | ||||
| 2025-08-26 | NP | BNY MELLON Sustainable US Equity Portfolio, INC. - BNY Mellon Sustainable US Equity Portfolio, Inc. - 初始股 | 54,529 | -1.37 | 15,809 | 16.56 | ||||
| 2025-06-25 | NP | CFLGX - ClearBridge 战术股息收入基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,757 | -16.54 | 7,035 | -23.63 | ||||
| 2025-08-06 | 13F | Cm 财富顾问有限公司 | 4,083 | -11.80 | 1,184 | 4.23 | ||||
| 2025-06-25 | NP | SPQAX - Pgim Jennison 全球股票收益基金 A 类 | 128,095 | -17.19 | 31,335 | -24.21 | ||||
| 2025-07-17 | 13F | Exane资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 50,162 | -23.29 | 14,542 | -9.33 | ||||
| 2025-07-29 | 13F | 哨兵投资管理有限公司 | 8,831 | -2.05 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | 基梅尔曼贝尔德有限责任公司 | 244,063 | -0.20 | 70,756 | 17.95 | ||||
| 2025-07-17 | 13F | LexAurum 顾问有限公司 | 8,453 | -4.97 | 2,451 | 12.33 | ||||
| 2025-08-12 | 13F | 埃德加·洛马克斯·科/va | 99,190 | -1.58 | 28,756 | 16.32 | ||||
| 2025-07-22 | 13F | 达文波特有限公司 | 586,514 | -0.13 | 169,725 | 18.04 | ||||
| 2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 7,612 | -2.35 | 2,207 | 15.38 | ||||
| 2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 158,796 | -6.00 | 46,037 | 11.10 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 9,028 | -34.76 | 2,617 | -22.89 | ||||
| 2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 120,558 | -6.84 | 34,951 | 10.10 | ||||
| 2025-08-07 | 13F | 斯科公司 | 24,318 | -0.46 | 7 | 40.00 | ||||
| 2025-07-31 | 13F | 中央银行 | 15,443 | -6.19 | 4,477 | 10.87 | ||||
| 2025-08-04 | 13F | 品尼高联合有限公司 | 437,680 | -1.21 | 126,888 | 16.76 | ||||
| 2025-07-28 | 13F | 斯特林财务规划公司 | 2,018 | -5.66 | 585 | 11.64 | ||||
| 2025-05-13 | 13F | VGI 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 希蒙运河信托公司 | 33,773 | -27.42 | 9,791 | -14.21 | ||||
| 2025-07-09 | 13F | 奥利奥财务规划 | 2,224 | -2.20 | 645 | 15.62 | ||||
| 2025-08-13 | 13F | 安全港信托有限责任公司 | 2,793 | -3.72 | 810 | 13.78 | ||||
| 2025-07-23 | NP | SMVLX - Smead 价值基金投资者类别股票 | 578,330 | -35.60 | 152,679 | -35.76 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 87,960,640 | -0.43 | 25,500,669 | 17.68 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Rockingstone 顾问有限公司 | 11,162 | -24.08 | 3,236 | -10.29 | ||||
| 2025-05-14 | 13F | 奥夫曼联合公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | LeClair财富合伙公司 | 7,490 | -3.50 | 2,171 | 14.02 | ||||
| 2025-08-14 | 13F | 审慎投资者网络 | 1,562 | -0.64 | 453 | 17.40 | ||||
| 2025-08-07 | 13F | Pcg资产管理有限责任公司 | 9,695 | -2.50 | 2,811 | 15.21 | ||||
| 2025-08-29 | NP | VNSE - Natixis Vaughan Nelson Select ETF | 1,981 | -9.67 | 574 | 6.89 | ||||
| 2025-08-14 | 13F | TCW集团公司 | 493,318 | -2.04 | 143,018 | 15.77 | ||||
| 2025-08-14 | 13F | 星云研究与开发有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 索诺玛私人财富有限责任公司 | 2,717 | -1.13 | 788 | 16.77 | ||||
| 2025-06-26 | NP | FVDFX - 富达价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 300,970 | -37.91 | 73,623 | -43.18 | ||||
| 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 | 637,175 | -0.74 | 184,723 | 17.31 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 股票收益基金 IA 类股票 | 92,564 | -3.44 | 26,835 | 14.13 | ||||
| 2025-04-15 | 13F | 远见卓识有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 基德·斯蒂芬·W | 10,253 | -2.72 | 2,972 | 14.97 | ||||
| 2025-07-21 | 13F | 丰盛财富顾问 | 14,095 | -0.13 | 4 | 0.00 | ||||
| 2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 93,000 | -0.75 | 22,750 | -9.17 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪大型公司价值基金标准 II 类 | 20,694 | -7.71 | 5,999 | 9.07 | ||||
| 2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 29,562 | -22.40 | 8,570 | -8.28 | ||||
| 2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 160,923 | -22.78 | 46,653 | -8.74 | ||||
| 2025-07-21 | 13F | Ntv 资产管理有限公司 | 30,792 | -1.21 | 8,927 | 16.77 | ||||
| 2025-07-11 | 13F | 永久有限公司 | 8,047 | -33.66 | 2,333 | -21.61 | ||||
| 2025-08-07 | 13F | 基调金融服务有限公司 | 6,359 | -1.17 | 1,844 | 16.79 | ||||
| 2025-07-10 | 13F | 安德森霍格兰公司 | 88,807 | -1.66 | 25,746 | 31.46 | ||||
| 2025-08-12 | 13F | 明桥投资有限责任公司 | 5,305,311 | -15.35 | 1,538,033 | 0.04 | ||||
| 2025-07-11 | 13F | 布西财富管理 | 217,196 | -1.59 | 62,967 | 16.30 | ||||
| 2025-08-27 | NP | VFINX - Vanguard 500 指数基金投资者股票 | 77,584,643 | -0.14 | 22,492,564 | 18.02 | ||||
| 2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 4,235 | -32.76 | 1 | 0.00 | ||||
| 2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 99,002 | -2.86 | 28,702 | 14.80 | ||||
| 2025-07-09 | 13F | 萨弗·弗鲁曼财富顾问公司 | 580 | -14.33 | 168 | 1.20 | ||||
| 2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 3,424,433 | -1.00 | 992,777 | 17.01 | ||||
| 2025-07-10 | 13F | 契卡索资本管理有限公司 | 1,571 | -13.25 | 0 | |||||
| 2025-08-08 | 13F | 枫树资本管理公司 | 191,841 | -1.23 | 55,617 | 16.73 | ||||
| 2025-06-26 | 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 | 33,057 | -7.36 | 8,086 | -15.22 | ||||
| 2025-07-03 | 13F | 加德资本公司 | 4,992 | -0.70 | 1,447 | 17.36 | ||||
| 2025-07-11 | 13F | 斯普林克财务顾问有限责任公司 | 2,216 | -3.36 | 642 | 14.23 | ||||
| 2025-05-13 | 13F | 衡量风险投资组合有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 超越财富集体有限责任公司 | 52,161 | -23.90 | 15,122 | -10.07 | ||||
| 2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 53,199 | -16.15 | 13,014 | -23.26 | ||||
| 2025-07-17 | 13F | 人民金融服务公司 | 14,649 | -10.42 | 4,247 | 5.86 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 1,802,786 | -0.31 | 522,646 | 17.82 | ||||
| 2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 263,056 | -3.11 | 69,447 | -3.35 | ||||
| 2025-08-08 | 13F | 多拉齐奥联合公司 | 6,147 | -2.48 | 1,782 | 15.20 | ||||
| 2025-06-26 | NP | AMECX - 美国 A 类收入基金 | 7,073,743 | -19.95 | 1,730,379 | -26.74 | ||||
| 2025-07-23 | 13F | TPG 财务顾问有限责任公司 | 1,100 | -0.09 | 319 | 17.78 | ||||
| 2025-07-30 | 13F | 布鲁姆资本管理公司 | 21,744 | -1.05 | 6,304 | 16.94 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 17,366,071 | -4.57 | 5,034,598 | 12.79 | ||||
| 2025-08-07 | 13F | 全球财富管理投资咨询公司 | 41,999 | -3.90 | 12,176 | 13.58 | ||||
| 2025-08-14 | 13F | 圆财富管理有限公司 | 72,993 | -0.62 | 21,161 | 17.46 | ||||
| 2025-07-15 | 13F | 中心线财富顾问有限公司 | 2,515 | -1.60 | 729 | 16.45 | ||||
| 2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 680,077 | -3.63 | 179,540 | -3.86 | ||||
| 2025-08-26 | NP | 贝莱德资本配置信托 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 | 54,208 | -9.78 | 15,715 | 6.63 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 836,934 | -0.98 | 242,636 | 17.03 | ||||
| 2025-08-08 | 13F | 神鹰资本管理公司 | 16,298 | -1.19 | 4,725 | 16.78 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 3,726,019 | -1.93 | 1,080,217 | 15.91 | ||||
| 2025-08-26 | NP | IOO - iShares Global 100 ETF | 584,732 | -3.39 | 169,520 | 14.17 | ||||
| 2025-06-25 | NP | WELLS FARGO MASTER TRUST - 富国银行 C&B 大盘价值投资组合 C&B 大盘价值投资组合 | 7,176 | -67.71 | 1,755 | -70.46 | ||||
| 2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 16,638 | -0.69 | 4,824 | 17.38 | ||||
| 2025-08-07 | 13F | Bradley & Co. 私人财富管理有限责任公司 | 39,411 | -1.08 | 11,426 | 16.90 | ||||
| 2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德美国碳转型准备 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 73,374 | -3.04 | 17,949 | -11.27 | ||||
| 2025-07-11 | 13F | 利润投资管理有限责任公司 | 4,623 | -3.83 | 1,340 | 13.66 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 综合研究 VIP 基金 | 24,262 | -4.84 | 7,034 | 12.46 | ||||
| 2025-07-17 | 13F | 斯巴达计划与财富管理 | 5,456 | -1.48 | 1,582 | 16.42 | ||||
| 2025-07-28 | 13F | 智能投资组合有限责任公司 | 4,919 | -0.51 | 1,426 | 17.66 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 23,648,318 | -1.45 | 6,855,884 | 16.47 | ||||
| 2025-08-13 | 13F | 韩国投资公司 | 1,975,994 | -8.39 | 572,860 | 8.28 | ||||
| 2025-08-14 | 13F | CM Bidwell & Associates 有限公司 | 2,119 | -3.33 | 614 | 14.34 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 15,551,003 | -3.98 | 4,508,391 | 13.48 | ||||
| 2025-08-14 | 13F | Strive 资产管理有限公司 | 2,521 | -29.05 | 731 | -16.19 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 20,436,627 | -6.96 | 5,924,783 | 9.95 | ||||
| 2025-07-21 | 13F | 乐凯资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | 联合消化控股公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | NWF咨询服务公司 | 15,694 | -7.86 | 3,850 | -5.71 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | Call | 4,100 | -71.92 | 1,189 | -66.82 | |||
| 2025-07-09 | 13F | 情报驱动顾问有限责任公司 | 2,042 | -1.59 | 592 | 16.34 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 14,573 | -0.76 | 4,225 | 17.27 | ||||
| 2025-07-08 | 13F/A | 赫温斯团队有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 瑞银集团 | Call | 739,620 | -29.16 | 214,423 | -16.27 | |||
| 2025-08-14 | 13F | 瑞银集团 | Put | 1,583,600 | -32.10 | 459,101 | -19.76 | |||
| 2025-05-15 | 13F | 斯廷博特资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | JAFNX - 金融行业信托资产净值 | 18,018 | -3.68 | 5,224 | 13.84 | ||||
| 2025-08-29 | 13F | 半人马座金融公司 | 49,228 | -2.42 | 14 | 16.67 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 9,274 | -59.28 | 2,689 | -51.88 | ||||
| 2025-08-12 | 13F | DnB 资产管理公司 | 690,396 | -8.79 | 200,153 | 7.80 | ||||
| 2025-07-28 | 13F | 花岗岩集团顾问有限公司 | 10,279 | -0.22 | 2,980 | 17.89 | ||||
| 2025-07-22 | 13F | 科德尔/莫里森财富管理 | 9,484 | -9.03 | 2,749 | 7.51 | ||||
| 2025-08-14 | 13F | 贝克资本管理有限公司 | 13,751 | -4.53 | 3,986 | 12.82 | ||||
| 2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 728,362 | -5.12 | 211,159 | 112,218.62 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 1,531,660 | -7.23 | 444,044 | 9.64 | ||||
| 2025-07-25 | 13F | 第1858章 | 3,265 | -4.14 | 947 | 13.29 | ||||
| 2025-08-05 | 13F | 哈雷尔保险投资与金融服务有限公司 | 10,308 | -8.31 | 3 | 0.00 | ||||
| 2025-06-26 | NP | OWACX - 老韦斯特伯里全资本核心基金 | 283,708 | -6.54 | 69,401 | -14.47 | ||||
| 2025-07-10 | 13F | 安德鲁希尔投资顾问公司 | 20,760 | -0.11 | 6,019 | 18.05 | ||||
| 2025-08-07 | 13F | 达美财务顾问有限公司 | 15,516 | -1.80 | 4,498 | 16.08 | ||||
| 2025-08-08 | 13F | 桑德斯资本有限责任公司 | 4,544,040 | -41.49 | 1,317,363 | -30.85 | ||||
| 2025-08-11 | 13F | Parr Mcknight 财富管理集团有限责任公司 | 44,804 | -1.17 | 12,989 | 16.81 | ||||
| 2025-07-17 | 13F | 莱克伍德资产管理有限公司 | 1,960 | -0.31 | 568 | 17.84 | ||||
| 2025-08-14 | 13F | 前奏资本管理有限公司 | 2,424 | -29.96 | 703 | -17.22 | ||||
| 2025-08-28 | NP | SRVEX - 胜利多元化股票基金A级 | 18,768 | -5.66 | 5,441 | 11.52 | ||||
| 2025-08-05 | 13F | 韦克菲尔德资产管理有限责任公司 | 21,106 | -1.60 | 6,119 | 16.29 | ||||
| 2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 430 | -2.27 | 125 | 14.81 | ||||
| 2025-04-21 | 13F | 汉密尔顿资本合伙有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Opus资本集团有限责任公司 | 2,885 | -1.74 | 1 | |||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 3,248,027 | -0.06 | 941,636 | 33.59 | ||||
| 2025-06-25 | NP | EIVAX - 富国银行经典价值基金（原名富国银行内在价值基金）A 类 | 68,605 | -50.37 | 16,782 | -54.58 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 总回报投资组合 1 级 | 24,327 | -0.82 | 5,951 | -9.24 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 哥伦比亚可变投资组合 - 核心股票基金 | 3,366 | -66.64 | 976 | -60.61 | ||||
| 2025-07-22 | 13F | 库里南联合公司 | 78,342 | -2.54 | 22,712 | 15.19 | ||||
| 2025-07-11 | 13F | 奥舍·范德沃德投资管理公司 | 72,287 | -2.27 | 20,957 | 15.50 | ||||
| 2025-08-05 | 13F | Trail Ridge 投资顾问有限责任公司 | 8,600 | -3.11 | 2,548 | 17.00 | ||||
| 2025-05-06 | 13F | WT财富管理 | 1,794 | -0.28 | 440 | 1.86 | ||||
| 2025-07-31 | 13F | 北极星资产管理有限公司 | 13,325 | -1.77 | 3,863 | 16.11 | ||||
| 2025-05-15 | 13F | 安吉利斯投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 综合基金类别 | 11,417 | -14.82 | 3,310 | 0.67 | ||||
| 2025-05-14 | 13F | 新港金融集团有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-29 | 13F | 哈钦森第一国民银行 | 11,881 | -0.18 | 3,444 | 17.99 | ||||
| 2025-08-12 | 13F | 科斯顿·麦克艾萨克合伙人事务所 | 955 | -22.86 | 0 | |||||
| 2025-08-13 | 13F | 资本顾问财富管理有限责任公司 | 11,793 | -0.81 | 3,419 | 17.22 | ||||
| 2025-08-15 | 13F | 蓝筹合伙人公司 | 153,793 | -8.39 | 44,586 | 8.27 | ||||
| 2025-05-29 | NP | LSIOX - Loomis Sayles 高收入机会基金机构类别 | 417 | -26.58 | 102 | -25.00 | ||||
| 2025-05-14 | 13F | 皇家基金管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-23 | 13F | 公平信托公司 | 58,209 | -3.32 | 16,875 | 14.27 | ||||
| 2025-05-15 | 13F | 瑞特资本合伙公司 | 125,000 | -18.09 | 30,658 | -16.28 | ||||
| 2025-05-02 | 13F | 因维拉财富顾问有限责任公司 | 18,338 | -24.80 | 4,496 | -30.64 | ||||
| 2025-08-05 | 13F | 整体金融合作伙伴 | 15,344 | -1.11 | 4,448 | 16.87 | ||||
| 2025-08-08 | 13F | 皇家港口合作伙伴有限责任公司 | 13,382 | -1.55 | 3,880 | 16.35 | ||||
| 2025-08-11 | 13F | Wbi 投资公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 10,405 | -2.43 | 3,017 | 15.33 | ||||
| 2025-08-14 | 13F | 头投资有限公司 | 19,829 | -22.91 | 5,749 | -8.89 | ||||
| 2025-08-27 | NP | RYDHX - 道琼斯工业平均指数 H 类基金 | 2,583 | -23.65 | 749 | -9.77 | ||||
| 2025-07-17 | 13F | 拉扎里资本管理公司 | 8,636 | -3.23 | 2,504 | 14.34 | ||||
| 2025-07-11 | 13F | 麋鹿河财富管理有限责任公司 | 43,946 | -0.84 | 12,740 | 17.19 | ||||
| 2025-07-31 | 13F | 学校工艺资本有限责任公司 | 2,099 | -29.73 | 609 | -16.94 | ||||
| 2025-07-10 | 13F | 博钦信托公司 | 22,897 | -0.50 | 6,638 | 17.59 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 120,138 | -2.77 | 34,829 | 14.91 | ||||
| 2025-07-29 | NP | BPAIX - Boston Partners 全市值机构价值基金 | 126,748 | -6.19 | 33,461 | -6.42 | ||||
| 2025-08-22 | NP | DCUAX - DWS CROCI 美国基金 A 类 | 73,654 | -30.34 | 21,353 | -17.67 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | Arrowpoint 投资伙伴（新加坡）私人有限公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-08-21 | NP | MXEQX - Great-West 大型价值基金投资者类别 | 88,269 | -0.56 | 25,590 | 17.52 | ||||
| 2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 49,364 | -1.04 | 14,311 | 16.96 | ||||
| 2025-07-29 | 13F | 矿山与荒尾财富创造与管理有限责任公司 | 24,014 | -0.27 | 6,962 | 17.86 | ||||
| 2025-06-25 | NP | PTMAX - PGIM QMA 大盘核心股票基金 A 类 | 34,881 | -32.64 | 8,533 | -38.36 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 69,438 | -8.61 | 20,131 | 8.01 | ||||
| 2025-07-31 | 13F | 国民西敏寺集团有限公司 | 31,617 | -48.71 | 9,166 | -39.38 | ||||
| 2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 29,020 | -6.30 | 7,099 | -14.25 | ||||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 565,838 | -5.65 | 164,042 | 11.51 | ||||
| 2025-08-04 | 13F | HBK 资源咨询有限责任公司 | 110,046 | -12.32 | 31,903 | 3.62 | ||||
| 2025-08-13 | 13F | 普罗维登斯资本顾问有限公司 | 40,413 | -6.53 | 11,716 | 10.48 | ||||
| 2025-07-25 | NP | SLVAX - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun A 类 | 268,129 | -4.44 | 70,786 | -4.67 | ||||
| 2025-06-26 | NP | CRTVX - 天主教责任投资多风格美国股票基金投资者股份 | 45,152 | -19.42 | 11,045 | -26.25 | ||||
| 2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -592 | -88.09 | -172 | -83.67 | |||
| 2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 128,053 | -1.07 | 37,124 | 16.92 | ||||
| 2025-07-29 | NP | VGWAX - 先锋全球惠灵顿基金海军上将股票 | 98,916 | -19.50 | 26,114 | -19.70 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 583,668 | -6.25 | 169,211 | 10.80 | ||||
| 2025-07-10 | 13F | 巴斯储蓄信托公司 | 10,093 | -0.50 | 2,926 | 17.60 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 1,000 | -9.09 | 290 | 8.24 | ||||
| 2025-07-15 | 13F | 松港投资顾问公司 | 3,886 | -3.62 | 1,127 | 13.85 | ||||
| 2025-08-12 | 13F | Stelac咨询服务有限责任公司 | 2,047 | -39.44 | 595 | -28.31 | ||||
| 2025-05-15 | 13F | 谢伊资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | FT Vest 对冲股票收益基金：A3 系列 | 866 | -6.18 | 251 | 11.06 | ||||
| 2025-04-22 | 13F | FSC 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F/A | 利斯惠勒投资顾问有限公司 | 70,688 | -6.84 | 20,493 | 10.11 | ||||
| 2025-08-12 | 13F | Rbo & Co 有限责任公司 | 76,377 | -29.49 | 22,142 | -16.67 | ||||
| 2025-08-05 | 13F | X-Square 资本有限责任公司 | 22,100 | -0.45 | 6 | 20.00 | ||||
| 2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 60,668 | -9.35 | 16,016 | -9.57 | ||||
| 2025-07-28 | 13F | 埃塞克斯有限责任公司 | 33,279 | -2.89 | 9,648 | 14.76 | ||||
| 2025-07-28 | NP | SPUSX - Symmetry Panoramic 美国股票基金 I 类股票 | 11,130 | -33.23 | 2,938 | -33.39 | ||||
| 2025-08-25 | NP | GSPFX - Gotham 增强型 S&P 500 指数基金机构类别股票 | 1,136 | -2.74 | 329 | 15.03 | ||||
| 2025-07-09 | 13F | 诚实资本有限责任公司 | 7,170 | -5.45 | 2,079 | 11.72 | ||||
| 2025-06-26 | NP | ITHAX - 哈特福德资本增值基金 A 类 | 286,866 | -7.34 | 70,173 | -15.20 | ||||
| 2025-07-01 | 13F | 公园国家公司/哦/ | 348,262 | -5.32 | 100,965 | 11.90 | ||||
| 2025-06-27 | NP | RSPF - Invesco S&P 500 等权重金融 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 | 17,856 | -0.63 | 4,368 | -9.08 | ||||
| 2025-08-14 | 13F | Evercore财富管理有限责任公司 | 600,108 | -5.68 | 173,977 | 11.48 | ||||
| 2025-06-18 | NP | RGEAX - 全球股票基金 A 类 | 44,517 | -10.72 | 10,890 | -18.30 | ||||
| 2025-07-29 | NP | VNSAX - Vaughan Nelson Select 基金 A 类 | 87,390 | -11.78 | 23,071 | -11.99 | ||||
| 2025-07-31 | 13F | FSR 财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 坚决财富策略有限责任公司 | 13,256 | -1.50 | 3,843 | 16.42 | ||||
| 2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 198,928 | -17.00 | 57,671 | -1.90 | ||||
| 2025-08-14 | 13F | 维斯塔投资管理公司 | 21,269 | -0.60 | 6,166 | 17.47 | ||||
| 2025-07-31 | 13F | 卡雷拉资本顾问公司 | 5,648 | -3.14 | 1,637 | 14.48 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 109,253 | -0.31 | 31,674 | 17.82 | ||||
| 2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 2,719 | -55.22 | 788 | -47.08 | ||||
| 2025-07-16 | 13F | 顾问管理集团公司 /adv | 22,113 | -1.67 | 6 | 20.00 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 23,420,985 | -5.56 | 6,789,978 | 11.61 | ||||
| 2025-08-14 | 13F | 弗里施金融集团公司 | 38,115 | -3.16 | 11 | 22.22 | ||||
| 2025-07-30 | 13F | 天橡财富有限责任公司 | 27,623 | -1.30 | 8,008 | 16.65 | ||||
| 2025-08-14 | 13F | 德美银行 | 72,687 | -0.64 | 21,073 | 17.43 | ||||
| 2025-07-30 | 13F | 克林根斯坦菲尔兹有限公司 | 200,043 | -2.68 | 57,994 | 15.02 | ||||
| 2025-08-07 | 13F | 西北银行股份公司 | 30,131 | -1.99 | 8,735 | 15.83 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 41,171 | -1.26 | 11,936 | 16.69 | ||||
| 2025-08-05 | 13F | 亚历山大伦道夫咨询公司 | 10,193 | -19.92 | 2,955 | -5.35 | ||||
| 2025-07-14 | 13F | 矩阵信托公司 | 9,952 | -0.73 | 3 | 0.00 | ||||
| 2025-07-29 | NP | GIMFX - 转基因生物实施基金 | 16,123 | -7.02 | 4,256 | -7.26 | ||||
| 2025-06-03 | 13F/A | 奥马哈第一国民银行 | 138,048 | -33.02 | 33,863 | -3.41 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - 贝莱德管理波动 VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,177 | -2.43 | 1,211 | 15.24 | ||||
| 2025-08-14 | 13F | SRN 顾问有限公司 | 704 | -81.62 | 204 | -78.27 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 3,811 | -29.29 | 1,105 | -16.49 | ||||
| 2025-07-15 | 13F | 杰普森财富管理有限公司 | 12,656 | -5.35 | 3,669 | 11.89 | ||||
| 2025-08-20 | 13F | 君主资本管理公司/ | 22,000 | -2.44 | 6,378 | 15.31 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 23,281 | -1.72 | 6,749 | 16.16 | ||||
| 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 | 28,992 | -1.99 | 7,654 | -2.24 | ||||
| 2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | PEPS——参数股票加ETF | 1,347 | -1.54 | 391 | 16.42 | ||||
| 2025-08-07 | 13F | CVFG有限责任公司 | 1,796 | -5.22 | 521 | 12.07 | ||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 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 | 8,700 | -1.92 | 2,522 | 15.95 | ||||
| 2025-05-30 | NP | PMVIEQS - PIMCO StocksPLUS 全球投资组合机构类别 | 355 | -87.85 | 87 | -87.57 | ||||
| 2025-07-17 | 13F | 蒙蒂斯金融有限责任公司 | 3,233 | -7.04 | 937 | 9.85 | ||||
| 2025-08-14 | 13F | BTG Pactual 资产管理美国有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-14 | 13F | 克里斯·布尔曼公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Citadel 投资咨询公司 | 8,599 | -3.23 | 2 | 0.00 | ||||
| 2025-08-22 | NP | FGLGX - 富达系列大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 178,271 | -78.76 | 51,683 | -74.89 | ||||
| 2025-07-08 | 13F | ZRC财富管理有限公司 | 3,273 | -0.43 | 949 | 17.62 | ||||
| 2025-06-25 | NP | FTC - First Trust 大盘成长 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 | 37,613 | -8.41 | 9,201 | -16.19 | ||||
| 2025-05-15 | 13F | 八31金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | 汤普金斯金融公司 | 72,456 | -2.64 | 21,006 | 15.06 | ||||
| 2025-06-26 | NP | FBCV - 富达蓝筹价值 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 | 12,676 | -34.62 | 3,101 | -40.18 | ||||
| 2025-07-30 | 13F | 绿色广场资本顾问有限公司 | 24,792 | -7.46 | 7,188 | 9.37 | ||||
| 2025-08-11 | 13F | 维滕贝格投资管理公司 | 21,220 | -3.19 | 6,152 | 14.42 | ||||
| 2025-08-13 | 13F | 范赫尔岑资产管理有限责任公司 | 46,685 | -0.79 | 13,534 | 17.25 | ||||
| 2025-08-11 | 13F | 顶峰财富合作伙伴有限责任公司 | 4,344 | -6.86 | 1,259 | 10.05 | ||||
| 2025-05-22 | NP | VMAX - 哈特福德美国价值 ETF | 2,349 | -17.32 | 576 | -15.42 | ||||
| 2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 4,265 | -7.34 | 1,236 | 9.48 | ||||
| 2025-08-08 | 13F | 卡尔·谢尔有限公司 | 12,588 | -2.65 | 3,649 | 15.07 | ||||
| 2025-07-08 | 13F | 先行资本管理公司 | 3,804 | -1.35 | 1,103 | 16.61 | ||||
| 2025-07-29 | 13F | S-Bank基金管理有限公司 | 29,962 | -18.88 | 8,686 | -4.13 | ||||
| 2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 6,305 | -6.63 | 2 | 0.00 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 1,122 | -7.43 | 325 | 9.43 | ||||
| 2025-08-14 | 13F | 帕克伍德有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 美国财富集团有限责任公司 | 10,525 | -11.31 | 3,051 | 4.85 | ||||
| 2025-08-05 | 13F | 再顾问公司 | 721,936 | -4.49 | 209,296 | 12.89 | ||||
| 2025-08-05 | 13F | 古尔德资产管理有限公司 /ca/ | 5,701 | -5.06 | 1,653 | 12.15 | ||||
| 2025-07-10 | 13F | 三角证券财富管理 | 22,631 | -14.08 | 6,561 | 1.55 | ||||
| 2025-07-15 | 13F | 真正的独立有限责任公司 | 28,417 | -1.98 | 8,238 | 15.85 | ||||
| 2025-08-14 | 13F | 明治安田生命保险公司 | 31,284 | -75.12 | 9,070 | -70.60 | ||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 8,999 | -18.29 | 2,609 | -3.26 | ||||
| 2025-08-06 | 13F | 穆尔斯与卡博特公司 | 126,622 | -0.75 | 36,709 | 17.30 | ||||
| 2025-07-23 | 13F | 资产管理中心有限责任公司 | 4,270 | -1.27 | 1,022 | -3.58 | ||||
| 2025-05-30 | NP | PISIX - PIMCO StocksPLUS 国际基金（美元对冲）机构 | 6,382 | -83.70 | 1,566 | -83.33 | ||||
| 2025-08-01 | NP | TCBAX - Covered Bridge 基金 A 类股票 | 4,000 | -33.33 | 1,160 | -21.21 | ||||
| 2025-07-16 | 13F | 瓦利琴蒂咨询服务公司 | 56,714 | -0.27 | 16 | 23.08 | ||||
| 2025-07-29 | 13F | 北欧联合银行投资管理公司 | 3,204,332 | -0.34 | 931,980 | 20.12 | ||||
| 2025-08-07 | 13F | 米德兰财富顾问有限公司 | 23,171 | -1.06 | 6,718 | 16.94 | ||||
| 2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 21,998 | -1.46 | 6,377 | 16.45 | ||||
| 2025-08-08 | 13F | 福斯塔·阿普丰登 | 708,200 | -1.31 | 205,314 | 16.64 | ||||
| 2025-08-12 | 13F | William B. Walkup 及 Associates, Inc. | 30,579 | -0.01 | 8,865 | 18.18 | ||||
| 2025-08-12 | 13F | 遗产信托公司 | 67,232 | -3.03 | 19,491 | 14.61 | ||||
| 2025-06-25 | NP | PJDAX - PGIM JENNISON 上升股息基金 A 类 | 8,874 | -9.25 | 2,171 | -16.95 | ||||
| 2025-05-08 | 13F | 主权投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Legacy Wealth Management，有限责任公司/MS | 12,448 | -4.56 | 3,609 | 12.79 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 股票收益基金 (A) | 100,718 | -23.45 | 29,199 | -9.53 | ||||
| 2025-07-18 | 13F | 美国金融组合公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 布伦德尔财务顾问有限责任公司 | 12,891 | -3.55 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | 规划方向公司 | 698 | -55.26 | 202 | -47.12 | ||||
| 2025-08-13 | 13F | ESL 信托服务有限责任公司 | 2,573 | -2.54 | 746 | 15.15 | ||||
| 2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 40,644 | -4.21 | 11,783 | 13.21 | ||||
| 2025-08-14 | 13F | Novus 顾问有限公司 | 985 | -9.30 | 286 | 7.14 | ||||
| 2025-08-27 | NP | 胜利可变保险基金 II - 胜利先锋股票收益 VCT 投资组合 I 类 | 9,306 | -11.03 | 2,698 | 5.15 | ||||
| 2025-07-17 | 13F | 城市控股公司 | 42,672 | -1.84 | 12,371 | 16.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 132,036 | -4.41 | 38,279 | 12.97 | ||||
| 2025-04-02 | 13F/A | 产业联盟投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 帕特里克·M·斯威尼联合公司 | 23,917 | -0.05 | 7,079 | 20.62 | ||||
| 2025-08-07 | 13F | 阿伯信托财富顾问有限公司 | 16,762 | -8.59 | 4,859 | 8.03 | ||||
| 2025-07-31 | 13F | 镇流器顾问有限公司 | 45,296 | -1.26 | 13,132 | 16.70 | ||||
| 2025-08-12 | 13F | Intellus 顾问有限公司 | 65,511 | -1.10 | 18,992 | 16.90 | ||||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Call | 242,700 | -62.84 | 70,361 | -56.09 | |||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | Put | 713,900 | -21.23 | 206,967 | -6.90 | |||
| 2025-08-14 | 13F | 视差波动率顾问公司，有限合伙人 | 13,514 | -54.75 | 3,918 | -46.53 | ||||
| 2025-08-22 | NP | FLCNX - 富达对冲基金 K6 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,168,178 | -1.98 | 628,576 | 15.84 | ||||
| 2025-08-12 | 13F | RPG 投资咨询有限责任公司 | 45,612 | -49.66 | 13,223 | -40.50 | ||||
| 2025-08-29 | NP | STXV - Strive 1000 价值 ETF | 6,938 | -6.88 | 2,011 | 10.07 | ||||
| 2025-06-26 | NP | MFWTX - MFS 全球总回报基金 A | 25,580 | -3.84 | 6,257 | -12.00 | ||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 62,192 | -4.38 | 18,030 | 13.01 | ||||
| 2025-07-23 | 13F | HMV 财富顾问有限公司 | 6,255 | -2.04 | 1,813 | 15.77 | ||||
| 2025-07-08 | 13F | NBC 证券公司 | 40,355 | -2.98 | 12 | 10.00 | ||||
| 2025-08-13 | 13F | 殖民地信托顾问公司 | 110,783 | -0.76 | 32,117 | 17.28 | ||||
| 2025-07-25 | 13F | 指数基金顾问公司 | 1,415 | -6.35 | 410 | 10.81 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 108,215 | -84.27 | 31,373 | -81.42 | ||||
| 2025-07-07 | 13F | 洞察财富策略有限责任公司 | 10,604 | -11.94 | 3,080 | 4.27 | ||||
| 2025-08-11 | 13F | 霍普伍德金融服务公司 | 4,040 | -2.98 | 1,171 | 14.69 | ||||
| 2025-07-15 | 13F | 重要财富合作伙伴有限责任公司 | 1,154 | -0.86 | 335 | 17.19 | ||||
| 2025-07-23 | 13F | 鹰策略有限责任公司 | 5,425 | -0.64 | 1,573 | 17.40 | ||||
| 2025-07-23 | 13F | 湖滨顾问公司 | 1,365 | -3.47 | 396 | 14.16 | ||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 28,000 | -68.69 | 8,117 | -62.99 | ||||
| 2025-04-30 | 13F | Silphium资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 三浦全球管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 9,592 | -3.94 | 2,781 | 13.52 | ||||
| 2025-07-29 | 13F | 向量研究管理有限责任公司 | 15,196 | -3.82 | 4,406 | 13.68 | ||||
| 2025-06-24 | NP | SWDSX - 嘉信股息股票基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 100,000 | -9.09 | 24,462 | -16.80 | ||||
| 2025-07-31 | 13F | Blake Schutter Theil 财富顾问有限责任公司 | 4,433 | -0.02 | 1,285 | 18.22 | ||||
| 2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 16,286 | -13.00 | 3,984 | -20.39 | ||||
| 2025-07-24 | NP | FPURX - 富达清教徒基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 445,432 | -19.49 | 117,594 | -19.69 | ||||
| 2025-07-03 | 13F | 南方信托公司 | 6,232 | -0.97 | 1,807 | 17.04 | ||||
| 2025-08-05 | 13F | 马西斯公司 | 22,011 | -4.95 | 6 | 20.00 | ||||
| 2025-07-18 | 13F | 唐纳德·L·哈根有限责任公司 | 6,189 | -41.07 | 1,794 | -30.36 | ||||
| 2025-06-26 | NP | FBLEX - 富达系列选股大盘价值基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 586,238 | -18.56 | 143,406 | -25.47 | ||||
| 2025-08-14 | 13F | Rokos 资本管理有限公司 | Put | 15,000 | -80.03 | 4,348 | -76.39 | |||
| 2025-07-22 | 13F | Foguth 财富管理有限责任公司。 | 1,609 | -11.40 | 466 | 4.72 | ||||
| 2025-08-07 | 13F | 桑切斯财富管理集团 | 1,747 | -0.46 | 507 | 17.67 | ||||
| 2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | 19,371 | -1.58 | 5,616 | 16.32 | ||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 16,907 | -3.20 | 4,902 | 14.40 | ||||
| 2025-08-11 | 13F | Actinver 财富管理公司 | 1,985 | -1.83 | 575 | 16.16 | ||||
| 2025-08-13 | 13F | 殖民地信托公司 / SC | 51,886 | -0.66 | 15,042 | 17.41 | ||||
| 2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 13,905 | -0.81 | 4,031 | 17.25 | ||||
| 2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 24,192 | -0.49 | 7,013 | 17.61 | ||||
| 2025-08-05 | 13F | 尼古拉斯公司 | 250,190 | -3.21 | 72,533 | 14.39 | ||||
| 2025-07-29 | 13F | 切维蔡斯信托控股公司 | 2,138,495 | -1.55 | 619,971 | 16.36 | ||||
| 2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 679,848 | -1.44 | 197,095 | 16.48 | ||||
| 2025-08-04 | 13F | 4wealth 顾问公司 | 2,256 | -1.70 | 654 | 15.99 | ||||
| 2025-08-12 | 13F | 克拉保险企业控股有限公司 | 264 | -16.46 | 0 | |||||
| 2025-07-01 | 13F | 汇流投资管理有限公司 | 725 | -14.61 | 210 | 0.96 | ||||
| 2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 6,882 | -4.14 | 1,995 | 13.29 | ||||
| 2025-08-19 | NP | GSPKX - 高盛美国股票股息和溢价基金机构 | 188,441 | -3.28 | 54,631 | 14.31 | ||||
| 2025-06-26 | NP | LAFFX - Lord Abbett 附属基金公司 A 类 | 746,776 | -9.07 | 182,676 | -16.78 | ||||
| 2025-08-26 | NP | AFNAX - AAM/Bahl & Gaynor 收入增长基金 A 类 | 214,374 | -2.19 | 62,149 | 15.60 | ||||
| 2025-07-17 | 13F | 圣犀牛资本有限公司 | 9,991 | -0.43 | 2,896 | 17.68 | ||||
| 2025-07-23 | 13F | Nbt 银行 NA /纽约 | 132,483 | -3.16 | 38,408 | 14.45 | ||||
| 2025-06-25 | NP | BVEFX - Becker 价值股票基金零售类 | 12,815 | -16.05 | 3,135 | -23.19 | ||||
| 2025-07-07 | 13F | 德尔福管理公司 /ma/ | 5,426 | -4.96 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | 孟德尔资金管理 | 7,808 | -3.45 | 2,264 | 14.12 | ||||
| 2025-08-07 | 13F/A | 艾勒森集团公司 /adv | 12,204 | -0.34 | 3,538 | 17.82 | ||||
| 2025-08-11 | 13F | 湖街金融有限公司 | 32,422 | -0.83 | 9,400 | 17.21 | ||||
| 2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 4,003 | -6.01 | 1,160 | 10.80 | ||||
| 2025-06-25 | NP | SHAPX - ClearBridge 增值基金 A 级 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,071,223 | -0.78 | 262,043 | -9.20 | ||||
| 2025-06-26 | NP | FDEQX - 富达纪律股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 158,914 | -16.98 | 38,874 | -24.02 | ||||
| 2025-07-16 | 13F | 剑桥顾问公司 | 5,026 | -9.05 | 1,457 | 7.53 | ||||
| 2025-08-06 | 13F | 友邦保险集团有限公司 | 96,475 | -9.81 | 27,969 | 6.60 | ||||
| 2025-07-23 | 13F | 埃尔斯沃斯顾问有限责任公司 | 8,225 | -10.10 | 2,385 | 6.24 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - 道指 2x 策略基金可变年金 | 779 | -11.07 | 226 | 5.14 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 20,132 | -2.24 | 5,836 | 15.54 | ||||
| 2025-05-15 | 13F | 维度资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 联合储蓄银行 | 11,160 | -13.17 | 3,306 | 4.85 | ||||
| 2025-08-14 | 13F | 阿普里姆顾问 | 44,774 | -12.10 | 12,981 | 3.89 | ||||
| 2025-03-31 | NP | DAACX - 多元化股票基金 | 15,284 | -1.29 | 4,085 | 18.89 | ||||
| 2025-08-13 | 13F | 动态财富策略有限责任公司 | 1,375 | -5.69 | 399 | 11.48 | ||||
| 2025-07-10 | 13F | 贝克天职金融有限公司 | 9,708 | -15.27 | 2,814 | 0.14 | ||||
| 2025-07-31 | 13F | 施耐德唐斯财富管理顾问有限合伙人 | 6,473 | -2.87 | 1,877 | 14.81 | ||||
| 2025-04-29 | NP | Northern Lights Fund Trust IV - Brookstone 价值股票 ETF | 40 | -99.65 | 11 | -99.65 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 117,539 | -1.24 | 28,832 | -1.24 | ||||
| 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 | 19,277 | -5.64 | 4,716 | -13.64 | ||||
| 2025-06-26 | NP | FDWM - 富达女性领导力 ETF | 310 | -10.14 | 76 | -18.48 | ||||
| 2025-08-13 | 13F | 方舟与 Tlk 投资有限公司 | 6,005 | -4.83 | 1,741 | 12.48 | ||||
| 2025-07-11 | 13F | 山顶财富顾问有限公司 | 1,112 | -6.24 | 322 | 10.65 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 108,845 | -15.85 | 31,555 | -0.55 | ||||
| 2025-08-12 | 13F | 沃特金融有限公司 | 931 | -76.56 | 270 | -72.38 | ||||
| 2025-07-22 | 13F | 威尔纳和海勒有限公司 | 4,986 | -0.91 | 1,445 | 17.10 | ||||
| 2025-08-11 | 13F | 奥德投资管理有限公司 | 10,729 | -0.62 | 3,111 | 17.45 | ||||
| 2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 38,886 | -10.31 | 11,273 | 6.00 | ||||
| 2025-05-15 | 13F | 联合资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 麦卡锡与考克斯 | 3,451 | -4.98 | 1,001 | 12.36 | ||||
| 2025-07-23 | 13F | 马萨诸塞州财富管理 | 20,379 | -2.14 | 5,908 | 15.66 | ||||
| 2025-04-25 | NP | SNPE - Xtrackers S&P 500 ESG ETF | 132,608 | -0.30 | 35,095 | 5.66 | ||||
| 2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 701,037 | -6.13 | 203,238 | 10.94 | ||||
| 2025-08-12 | 13F | 铭文资本有限责任公司 | 10,824 | -66.50 | 3,138 | -51.53 | ||||
| 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 | 911,904 | -0.52 | 223,070 | -8.96 | ||||
| 2025-08-14 | 13F | 华莱士资本管理公司 | 2,383 | -4.03 | 691 | 13.30 | ||||
| 2025-08-26 | NP | PNEAX-Virtus NFJ 股息价值基金 A | 20,402 | -23.68 | 5,915 | -9.81 | ||||
| 2025-07-30 | 13F | 海湾国际银行（英国）有限公司 | 144,252 | -10.70 | 42 | 5.13 | ||||
| 2025-07-11 | 13F | 财富桥投资顾问公司 | 59,721 | -2.31 | 17 | 21.43 | ||||
| 2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 35,152 | -8.93 | 10,191 | 7.64 | ||||
| 2025-07-31 | 13F | 汉隆投资管理有限公司 | 2,749 | -6.24 | 797 | 10.71 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 55,639 | -88.79 | 16,130 | -86.75 | ||||
| 2025-07-29 | 13F | 纪律投资有限责任公司 | 1,135 | -3.24 | 329 | 14.63 | ||||
| 2025-08-26 | NP | PRFDX - T. Rowe Price 股票收益基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,060,000 | -5.36 | 307,305 | 11.85 | ||||
| 2025-07-17 | 13F | RBA 财富管理有限责任公司 | 3,272 | -1.00 | 949 | 17.04 | ||||
| 2025-07-17 | 13F | 蓝球顾问有限责任公司 | 4,153 | -1.56 | 1,204 | 16.44 | ||||
| 2025-08-12 | 13F | 巴尔 ES & Co | 384,012 | -5.74 | 111,329 | 11.40 | ||||
| 2025-08-08 | 13F | Opinicus 资本公司 | 18,157 | -0.09 | 5,264 | 18.08 | ||||
| 2025-07-25 | 13F | 西皮坎资本顾问公司 | 6,957 | -0.19 | 2,017 | 17.96 | ||||
| 2025-07-28 | 13F | 忠利资产管理有限公司 | 179,815 | -18.32 | 52,130 | -3.46 | ||||
| 2025-07-22 | 13F | 汇合财富服务公司 | 49,639 | -0.28 | 14,391 | 20.02 | ||||
| 2025-08-14 | 13F | 认证咨询公司 | 17,889 | -17.29 | 5,186 | -2.24 | ||||
| 2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-11 | 13F | 约翰逊金融集团有限责任公司 | 1,957 | -28.29 | 567 | -15.25 | ||||
| 2025-07-25 | NP | CFIAX - 哥伦比亚灵活资本收益基金 A 类 | 27,500 | -26.67 | 7,260 | -26.84 | ||||
| 2025-08-15 | 13F | CTC有限公司 | Call | 343,600 | -20.30 | 99,613 | -5.80 | |||
| 2025-08-15 | 13F | CTC有限公司 | Put | 408,800 | -4.44 | 118,515 | 12.94 | |||
| 2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 63,536 | -15.17 | 16,774 | -15.38 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/wmc 平衡基金 (a) | 379,141 | -8.65 | 109,917 | 7.97 | ||||
| 2025-08-13 | 13F | 方位资本投资管理有限责任公司 | 103,068 | -3.59 | 29,880 | 13.95 | ||||
| 2025-06-26 | NP | LDFVX - Lord Abbett 基本股票基金 A 类 | 315,708 | -6.85 | 77,228 | -14.75 | ||||
| 2025-07-30 | 13F | 比奇山顾问公司 | 12,057 | -17.15 | 3,496 | -2.07 | ||||
| 2025-07-24 | 13F | 本德罗伯特事务所 | 2,570 | -0.16 | 745 | 17.91 | ||||
| 2025-07-21 | 13F | 基斯通金融集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 卡特勒资本管理有限责任公司 | 1,188 | -9.31 | 344 | 7.17 | ||||
| 2025-08-27 | NP | OALVX - 最佳大盘价值基金 A 类 | 291,402 | -5.70 | 84,480 | 11.44 | ||||
| 2025-07-17 | 13F | 阿格斯投资者顾问公司 | 15,329 | -13.03 | 4,444 | 2.80 | ||||
| 2025-08-13 | 13F | 布伦特维尤投资管理有限公司 | 24,924 | -1.77 | 7,226 | 16.08 | ||||
| 2025-07-11 | 13F | 梅里韦瑟财富与规划有限责任公司 | 14,802 | -7.09 | 4,291 | 9.83 | ||||
| 2025-07-21 | 13F | 博雅尔资产管理公司 | 50,806 | -0.32 | 14,729 | 17.81 | ||||
| 2025-08-14 | 13F | 奥伯维斯资产管理公司/ | 3,450 | -1.93 | 1,000 | 16.01 | ||||
| 2025-08-15 | 13F/A | 乐天证券公司 | 1,610 | -29.76 | 467 | -17.08 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变保险信托 - 哥伦比亚可变投资组合 - 反向核心基金 1 级 | 133,716 | -4.59 | 38,766 | 12.76 | ||||
| 2025-06-27 | NP | AADEX - 美国灯塔大盘价值基金机构类别 | 177,035 | -11.15 | 43,306 | -18.69 | ||||
| 2025-04-25 | NP | SNPV - Xtrackers S&P 500 价值 ESG ETF | 701 | -56.97 | 186 | -54.43 | ||||
| 2025-08-14 | 13F | 迪尔伯恩合伙公司 | 86,376 | -20.89 | 25,041 | -6.50 | ||||
| 2025-08-25 | NP | 伊顿万斯税务管理买卖收益基金 | 32,619 | -7.94 | 9,457 | 8.80 | ||||
| 2025-08-14 | 13F | 花岗岩 FO 有限责任公司 | 1,653 | -26.14 | 479 | -12.59 | ||||
| 2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 3,100 | -22.50 | 1 | |||||
| 2025-06-27 | NP | HAPI - 港湾企业文化ETF | 55,056 | -10.03 | 13,468 | -17.67 | ||||
| 2025-08-14 | 13F | 卡姆登资本有限责任公司 | 14,915 | -3.27 | 4,324 | 14.30 | ||||
| 2025-08-26 | NP | NOSIX - 北方股票指数基金 | 822,555 | -2.68 | 238,467 | 15.02 | ||||
| 2025-05-15 | 13F | 咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | 仙人掌资产管理有限公司 | 10,410 | -4.58 | 2,989 | 12.80 | ||||
| 2025-07-15 | 13F | 梧桐金融顾问公司 | 3,447 | -21.27 | 999 | -6.90 | ||||
| 2025-08-14 | 13F | 盛德金融有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 1,981,725 | -38.89 | 574,522 | -27.77 | ||||
| 2025-07-16 | 13F | 达科他财富管理 | 252,486 | -1.55 | 73,198 | 16.36 | ||||
| 2025-06-26 | NP | DFNL - 戴维斯精选金融 ETF | 59,864 | -2.23 | 14,644 | -10.53 | ||||
| 2025-08-01 | 13F | 资本投资顾问有限公司 | 36,066 | -2.92 | 10,456 | 14.74 | ||||
| 2025-05-15 | 13F | PharVision 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Securian 资产管理公司 | 145,299 | -1.90 | 42,124 | 15.94 | ||||
| 2025-08-06 | 13F | OneAscent 家族办公室有限责任公司 | 2,777 | -3.17 | 1 | |||||
| 2025-07-25 | NP | BLACKROCK FUNDS - BlackRock Advantage ESG 美国股票基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,764 | -17.44 | 10,498 | -17.64 | ||||
| 2025-08-05 | 13F | 大通投资顾问公司 | 897 | -6.27 | 0 | |||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 65,660 | -2.91 | 19,036 | 14.74 | ||||
| 2025-04-22 | 13F | Breakthru 咨询服务有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | 韦瑟利资产管理公司 | 14,042 | -0.83 | 4,071 | 17.19 | ||||
| 2025-08-25 | NP | RGOIX - RBC 全球机会基金 I 级 | 34,900 | -12.31 | 10,118 | 3.64 | ||||
| 2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 147 | -3.92 | 36 | 0.00 | ||||
| 2025-08-13 | 13F | 卡米尼亚克妊娠 | 11,057 | -17.32 | 3,206 | -2.29 | ||||
| 2025-05-15 | 13F | FFT财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 美国资本咨询有限责任公司 | 3,582 | -3.06 | 1,038 | 14.57 | ||||
| 2025-07-15 | 13F | 卡尔金融集团公司 | 5,901 | -2.58 | 1,711 | 15.15 | ||||
| 2025-08-12 | 13F | 贝德尔财务咨询公司 | 30,980 | -0.31 | 8,981 | 15.96 | ||||
| 2025-07-17 | 13F | HB 财富管理有限责任公司 | 197,166 | -10.03 | 57,161 | 6.33 | ||||
| 2025-08-14 | 13F | 马耳他资本管理有限公司 | 32,500 | -23.53 | 9,422 | -9.62 | ||||
| 2025-07-21 | 13F | 111资本 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | 单点合作伙伴有限责任公司 | 4,803 | -2.75 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 128,248 | -8.22 | 37,180 | 8.47 | ||||
| 2025-07-17 | 13F | 主帆金融集团有限责任公司 | 4,568 | -0.09 | 1,309 | 16.77 | ||||
| 2025-08-25 | NP | HIAGX - 哈特福德纪律股票 Hls 基金 Ia | 257,115 | -4.06 | 74,540 | 13.39 | ||||
| 2025-06-25 | NP | WDIAX - 威尔明顿多元化收益基金 A 类股票 | 16,250 | -1.96 | 3,975 | -10.27 | ||||
| 2025-08-14 | 13F | 南岸银行 | 53,692 | -1.32 | 15,566 | 16.63 | ||||
| 2025-07-29 | NP | SUVAX - PGIM QMA 大盘价值基金 A 类 | 23,764 | -12.52 | 6,274 | -12.73 | ||||
| 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 | 6,760 | -6.71 | 1,785 | -6.94 | ||||
| 2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 563,640 | -13.73 | 163,405 | 1.96 | ||||
| 2025-07-15 | 13F | 阿罕布拉投资伙伴有限责任公司 | 7,393 | -4.35 | 2,143 | 13.09 | ||||
| 2025-08-13 | 13F | 德布洛集团公司 | 9,508 | -1.35 | 2,756 | 16.58 | ||||
| 2025-08-14 | 13F | 布罗伊希尔资产管理公司 | 2,844 | -8.08 | 825 | 8.71 | ||||
| 2025-07-30 | 13F | Bcm 顾问有限公司 | 4,293 | -29.61 | 1,275 | -17.21 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 5,725,987 | -6.13 | 1,660,021 | 10.94 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | Call | 80,200 | -6.42 | 23,251 | 10.60 | |||
| 2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 88,140 | -1.45 | 21,561 | -9.81 | ||||
| 2025-07-14 | 13F | 克莱顿金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 布朗咨询公司 | 1,235,106 | -1.09 | 358,070 | 16.90 | ||||
| 2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 13,368 | -0.13 | 3,876 | 18.03 | ||||
| 2025-07-17 | 13F | 强生怀特财富管理有限责任公司 | 8,291 | -0.85 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 跨大西洋银行 | 87,955 | -38.81 | 25,512 | -21.71 | ||||
| 2025-08-28 | NP | SEUIX - Simt 大盘价值基金 I 类 | 61,323 | -37.48 | 17,778 | -26.11 | ||||
| 2025-07-23 | 13F | 第一招商局 | 85,102 | -4.40 | 24,672 | 12.98 | ||||
| 2025-07-23 | 13F | 哈迪里德有限责任公司 | 400,505 | -0.02 | 116,110 | 18.16 | ||||
| 2025-07-10 | 13F | 弗格森威尔曼资本管理公司 | 761,725 | -1.66 | 220,832 | 16.22 | ||||
| 2025-06-05 | NP | GTCEX - 战略股票投资组合 | 20,031 | -5.79 | 4,900 | -13.80 | ||||
| 2025-07-22 | 13F | 佐治亚州投资者资产管理公司 /ga/ /adv | 26,796 | -1.22 | 7,768 | 16.74 | ||||
| 2025-06-05 | NP | GEQIX - 股票收益投资组合 | 2,045 | -20.43 | 500 | -27.11 | ||||
| 2025-04-14 | 13F | 韦拉策略公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 28,727,851 | -0.62 | 8,328 | 17.46 | ||||
| 2025-07-22 | 13F | 切奇资本顾问有限公司 | 32,549 | -5.81 | 9,436 | 11.33 | ||||
| 2025-08-19 | 13F/A | 皮特凯恩郡 | 39,837 | -10.44 | 11,549 | 5.85 | ||||
| 2025-08-12 | 13F | 真实与真实有限责任公司 | 124,040 | -1.63 | 35,960 | 16.26 | ||||
| 2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 5,437 | -1.00 | 1,576 | 19.76 | ||||
| 2025-07-25 | 13F | 埃利斯投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Centricity 财富管理有限公司 | 2,962 | -4.42 | 859 | 12.89 | ||||
| 2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 898,814 | -0.37 | 260,575 | 17.75 | ||||
| 2025-07-24 | 13F | 威廉姆斯和诺瓦克有限责任公司 | 1,193 | -7.73 | 346 | 9.87 | ||||
| 2025-08-01 | 13F | 西格内特投资咨询集团有限公司 | 23,327 | -0.43 | 6,763 | 17.68 | ||||
| 2025-08-12 | 13F | 阿达塔资本管理有限责任公司 | 48,212 | -1.92 | 13,977 | 15.91 | ||||
| 2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 51,350 | -3.02 | 14,887 | 14.61 | ||||
| 2025-08-26 | NP | QLMAOX - ClearBridge 可变增值投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 137,396 | -1.21 | 39,832 | 16.75 | ||||
| 2025-07-14 | 13F | 财务咨询合作伙伴有限公司 | 19,263 | -5.40 | 5,585 | 11.79 | ||||
| 2025-08-07 | 13F | 第一来源银行 | 67,805 | -2.52 | 19,657 | 15.21 | ||||
| 2025-08-12 | 13F | OneAscent投资解决方案有限责任公司 | 3,072 | -4.54 | 1 | |||||
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 251,688 | -1.14 | 71,501 | 15.65 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 4,184,962 | -7.39 | 1,213,176 | 9.45 | ||||
| 2025-07-15 | 13F | 舒尔曼·德梅奥资产管理有限责任公司 | 3,996 | -11.24 | 1,158 | 4.89 | ||||
| 2025-08-15 | 13F | 费尔菲尔德布什公司 | 19,296 | -1.78 | 5,594 | 16.09 | ||||
| 2025-08-13 | 13F | 重大财富管理有限公司 | 1,756 | -1.57 | 509 | 16.48 | ||||
| 2025-07-16 | 13F | MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 宾夕法尼亚资本管理公司 /adv | 1,838 | -4.91 | 533 | 12.24 | ||||
| 2025-08-06 | 13F | 米德尔顿公司/马 | 76,464 | -6.51 | 22,168 | 10.49 | ||||
| 2025-08-26 | NP | PRDGX - T. Rowe 价格股息增长基金, Inc. This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,538,248 | -0.71 | 735,863 | 17.34 | ||||
| 2025-07-11 | 13F | 格兰特私人财富管理公司 | 3,619 | -50.86 | 1,049 | -41.92 | ||||
| 2025-07-21 | 13F | 刚玉集团有限公司 | 10,041 | -0.23 | 2,911 | 17.91 | ||||
| 2025-07-31 | 13F | 加拉格尔资本顾问有限公司 | 12,245 | -0.71 | 3,647 | 20.53 | ||||
| 2025-07-15 | 13F | Kwmg 有限公司 | 1,694 | -0.99 | 491 | 17.18 | ||||
| 2025-08-14 | 13F | Ssi投资管理有限公司 | 2,717 | -25.36 | 788 | -11.77 | ||||
| 2025-08-06 | 13F | 苏德斯财务顾问 | 21,320 | -6.05 | 6,181 | 11.05 | ||||
| 2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 92,686 | -0.46 | 26,871 | 17.64 | ||||
| 2025-05-15 | 13F | 卡伦资本管理有限责任公司 | 1,067,210 | -17.31 | 261,787 | -15.38 | ||||
| 2025-07-11 | 13F | 桥溪资本管理有限责任公司 | 40,982 | -3.29 | 11,881 | 14.30 | ||||
| 2025-08-14 | 13F | Fwl投资管理有限公司 | 14,896 | -1.88 | 4,318 | 15.95 | ||||
| 2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 33,309 | -1.86 | 9,657 | 15.99 | ||||
| 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 | 7,449,859 | -15.47 | 2,159,789 | -0.10 | ||||
| 2025-08-13 | 13F | 埃奇伍德管理有限公司 | 19,776 | -0.70 | 5,733 | 17.36 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 464,643 | -2.49 | 134,705 | 15.24 | ||||
| 2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 4,869 | -1.04 | 1,412 | 17.00 | ||||
| 2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 8,576 | -0.59 | 2,270 | 5.34 | ||||
| 2025-08-05 | 13F | iA全球资产管理公司 | 255,534 | -16.33 | 74 | 0.00 | ||||
| 2025-08-11 | 13F | 哈德逊峡谷资本管理公司 | 12,484 | -2.09 | 3,619 | 15.73 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 390,846 | -5.84 | 113,310 | 11.29 | ||||
| 2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 32,582 | -6.22 | 9,462 | 10.80 | ||||
| 2025-07-30 | 13F | CORDA 投资管理有限公司。 | 6,043 | -11.77 | 1,752 | 4.23 | ||||
| 2025-08-05 | 13F | 维瑞特资产管理公司 | 1,247 | -0.80 | 362 | 17.21 | ||||
| 2025-07-29 | 13F | 史密斯布里奇资产管理公司/德国 | 46,168 | -0.82 | 13,385 | 17.22 | ||||
| 2025-08-26 | NP | QAAGRX - T. Rowe 价格适度配置投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,817 | -6.65 | 1,396 | 10.36 | ||||
| 2025-07-16 | 13F | 霍华德资本管理集团有限责任公司 | 205,880 | -1.17 | 59,687 | 16.80 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 180,379 | -0.44 | 44,124 | -8.89 | ||||
| 2025-08-11 | 13F | LCNB公司 | 12,210 | -0.45 | 3,540 | 17.65 | ||||
| 2025-08-13 | 13F | 西切斯特资本顾问公司 | 1,537 | -0.19 | 446 | 18.04 | ||||
| 2025-07-22 | 13F | 弗农山联合公司 /md/ | 24,772 | -0.85 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | 牛津金融集团有限公司 | 40,072 | -2.28 | 11,617 | 15.49 | ||||
| 2025-06-26 | NP | AWSHX - 华盛顿共同投资者基金 A 类 | 11,420,442 | -9.33 | 2,793,669 | -17.02 | ||||
| 2025-06-26 | NP | NUGAX - Nuveen Santa Barbara 全球股息增长基金 A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,853 | -1.11 | 698 | -9.60 | ||||
| 2025-04-09 | 13F | 达科他社区银行和信托 NA | 2,939 | -2.10 | 721 | 0.14 | ||||
| 2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 120 | -14.89 | 32 | -16.22 | ||||
| 2025-08-14 | 13F | 波士顿私人财富有限公司 | 117,632 | -34.85 | 34,103 | -23.00 | ||||
| 2025-08-26 | NP | EDOW - First Trust Dow 30 等权重 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 | 26,920 | -24.87 | 7,804 | -11.21 | ||||
| 2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 1,091 | -5.46 | 316 | |||||
| 2025-08-06 | 13F | 罗宾逊史密斯财富顾问有限公司 | 2,998 | -7.13 | 869 | 9.86 | ||||
| 2025-07-16 | 13F | 克劳利财富管理有限公司 | 16,922 | -3.56 | 4,906 | 13.96 | ||||
| 2025-03-25 | NP | MFSIX - 麦迪逊可持续股票基金可持续股票基金 I 类 | 420 | -71.27 | 112 | -65.43 | ||||
| 2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 8,175 | -10.41 | 2,441 | 15.36 | ||||
| 2025-07-29 | 13F | WCM投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 纪念碑资本管理公司 | 13,541 | -3.08 | 3,926 | 14.53 | ||||
| 2025-07-18 | 13F | 哥伦比亚资产管理公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | NP | NMUAX - Neuberger Berman Multi-Cap Opportunities Fund A 类 | 28,000 | -3.45 | 7,392 | -3.67 | ||||
| 2025-08-04 | 13F | 海滨财富公司 | 9,617 | -1.16 | 2,788 | 16.85 | ||||
| 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 | 33,705,168 | -0.45 | 9,771,465 | 17.65 | ||||
| 2025-06-26 | NP | TGDIX - TCW 相对价值大盘基金 I 类 | 75,270 | -4.05 | 18,413 | -12.19 | ||||
| 2025-07-18 | 13F | 第一联合银行信托/ | 17,684 | -1.22 | 5,127 | 16.74 | ||||
| 2025-06-13 | NP | ADAVX - 安本动态股息基金 A 类 | 6,500 | -2.99 | 1,590 | -11.17 | ||||
| 2025-08-14 | 13F | 希尔特尔卡拉汉有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 霍尔马克资本管理公司 | 21,706 | -1.46 | 6,293 | 16.45 | ||||
| 2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | 2,134 | -455.67 | 619 | -520.41 | ||||
| 2025-08-15 | 13F | 东北财务顾问公司 | 111,715 | -7.42 | 32,387 | 9.42 | ||||
| 2025-07-30 | 13F | 诺丁汉顾问公司 | 1,502 | -22.62 | 435 | -8.61 | ||||
| 2025-08-11 | 13F | AXS 投资有限责任公司 | 2,508 | -17.50 | 727 | -2.42 | ||||
| 2025-07-30 | 13F | 韦奇伍德投资公司 /pa/ | 2,227 | -3.55 | 646 | 13.96 | ||||
| 2025-08-11 | 13F | 莫林财务顾问有限责任公司 | 1,942 | -63.37 | 563 | -56.69 | ||||
| 2025-08-12 | 13F | 卡温顿投资顾问公司 | 32,662 | -3.20 | 9 | 12.50 | ||||
| 2025-08-06 | 13F | 嘉实投资组合集团公司 | 97,353 | -0.56 | 28,224 | 17.52 | ||||
| 2025-07-14 | 13F | 美国资本财富顾问有限公司 | 85,321 | -4.96 | 24,735 | 12.32 | ||||
| 2025-08-14 | 13F | 完整投资管理公司 | 40,500 | -15.62 | 11,741 | -0.28 | ||||
| 2025-08-14 | 13F | 里格斯资产管理有限公司 | 1,629 | -1.75 | 472 | 16.26 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 23,724 | -7.51 | 6,878 | 9.31 | ||||
| 2025-08-26 | NP | WSEFX - 华登股票基金 | 41,290 | -10.02 | 11,970 | 6.34 | ||||
| 2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 7,015 | -21.72 | 1,716 | -28.35 | ||||
| 2025-08-04 | 13F | UNIVEST金融公司 | 38,208 | -3.63 | 11,077 | 13.90 | ||||
| 2025-07-18 | 13F | 罗格科，Lp | 6,061 | -11.85 | 1,757 | 4.21 | ||||
| 2025-07-24 | 13F | 德国商业银行股份公司 /fi | 522,740 | -10.10 | 152 | 6.34 | ||||
| 2025-06-26 | NP | DVRAX - MFS 全球另类策略基金 A | 2,013 | -3.27 | 492 | -11.51 | ||||
| 2025-08-13 | 13F | 科普利金融集团有限公司 | 3,100 | -5.43 | 899 | 11.69 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 大盘价值投资组合 I 类 | 165,395 | -4.30 | 47,950 | 13.10 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 66,359 | -8.64 | 19,238 | 7.98 | ||||
| 2025-07-28 | 13F | 彭定康公司/TN | 126,848 | -2.74 | 36,774 | 14.95 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 32,541,931 | -1.74 | 9,434,231 | 16.13 | ||||
| 2025-05-15 | 13F | 采石场LP | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | 卡根科科扎资产管理公司 | 1,849 | -0.27 | 536 | 18.06 | ||||
| 2025-08-13 | 13F | 盟友金融公司 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | RSEAX - 美国战略股票基金A类 | 80,076 | -11.65 | 19,588 | -19.14 | ||||
| 2025-07-24 | 13F | 洞察投资有限责任公司 | 13,402 | -54.38 | 3,885 | 14.50 | ||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 基本股票投资组合 VC 级 | 27,744 | -12.21 | 8,043 | 3.75 | ||||
| 2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 196 | -34.01 | 48 | -32.39 | ||||
| 2025-06-25 | NP | GEND - Genter Capital 股息收入 ETF | 90 | -25.00 | 22 | -31.25 | ||||
| 2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 1,181,534 | -1.18 | 289,027 | -9.57 | ||||
| 2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 234,735 | -3.88 | 68,052 | 13.60 | ||||
| 2025-07-07 | 13F | 艾布尔斯·伊安诺·摩尔联合公司 | 24,902 | -2.41 | 7,219 | 15.34 | ||||
| 2025-07-29 | 13F | 奥尔门罗投资管理公司 | 13,172 | -9.90 | 3,819 | 6.47 | ||||
| 2025-08-13 | 13F | Aspire Growth Partners有限责任公司 | 9,850 | -0.73 | 2,856 | 15.49 | ||||
| 2025-08-12 | 13F | 战略顾问有限责任公司 | 38,323 | -1.82 | 11,110 | 16.04 | ||||
| 2025-08-13 | 13F | 首都国际有限公司 | 349,587 | -3.08 | 101,349 | 14.54 | ||||
| 2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 11,763 | -22.40 | 2,885 | -20.59 | ||||
| 2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 50,261 | -4.79 | 14,571 | 12.53 | ||||
| 2025-08-14 | 13F | 贝克尔资本管理公司 | 374,702 | -0.74 | 108,630 | 17.31 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 2,495,366 | -0.97 | 723,432 | 17.04 | ||||
| 2025-08-14 | 13F | 纪律资本管理有限责任公司 | 234 | -7.14 | 68 | 9.84 | ||||
| 2025-07-29 | NP | VWELX - VANGUARD WELLINGTON 基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,840,170 | -15.63 | 1,277,805 | -15.83 | ||||
| 2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 717,478 | -3.85 | 208,004 | 13.64 | ||||
| 2025-07-28 | NP | ACLC-美国世纪可持续股票ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,627 | -6.49 | 3,598 | -6.72 | ||||
| 2025-08-14 | 13F | 福帆资本有限责任公司 | 4,564 | -12.78 | 1,323 | 3.12 | ||||
| 2025-07-10 | 13F | 科扎克联合公司 | 7,259 | -0.87 | 2,055 | 19.62 | ||||
| 2025-08-07 | 13F | Gs 投资公司 | 14,024 | -1.17 | 4,066 | 16.81 | ||||
| 2025-08-08 | 13F | 王财富 | 79,918 | -0.15 | 23 | 21.05 | ||||
| 2025-07-23 | NP | THPGX - 汤普森大型股基金 | 9,220 | -14.59 | 2,434 | -14.78 | ||||
| 2025-07-30 | 13F | 舒尔霍夫公司 | 45,150 | -1.79 | 13,089 | 16.07 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 133,996 | -10.03 | 39 | 5.56 | ||||
| 2025-07-29 | NP | SFY - SoFi Select 500 ETF | 25,561 | -16.13 | 6,748 | -16.33 | ||||
| 2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 79,278 | -1.98 | 22,983 | 15.84 | ||||
| 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 | 3,190 | -6.12 | 780 | -14.10 | ||||
| 2025-05-16 | 13F | 协调金融服务有限公司/CO | 2,451 | -17.47 | 601 | 0.17 | ||||
| 2025-07-24 | 13F | 东方银行 | 421,682 | -1.13 | 122,250 | 16.84 | ||||
| 2025-08-14 | 13F | 大使顾问有限责任公司 | 9,531 | -8.06 | 2,763 | 8.65 | ||||
| 2025-08-01 | 13F | 佩诺布斯科特财富管理 | 1,432 | -0.42 | 415 | 17.90 | ||||
| 2025-07-23 | 13F | HTG 投资顾问公司 | 3,130 | -3.63 | 907 | 13.94 | ||||
| 2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | 杰克逊格兰特投资顾问公司 | 1,692 | -0.35 | 490 | 17.79 | ||||
| 2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 20,680 | -2.37 | 5,995 | 15.40 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 156,692 | -12.25 | 45,427 | 3.70 | ||||
| 2025-07-22 | 13F | 焦耳金融有限责任公司 | 3,587 | -1.05 | 1,040 | 16.87 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：A2 系列 | 2,083 | -8.32 | 604 | 8.26 | ||||
| 2025-05-15 | 13F | IronBridge 私人财富有限责任公司 | 1,774 | -1.11 | 435 | 1.40 | ||||
| 2025-07-18 | 13F | 三部曲资本公司 | 7,157 | -3.60 | 2,075 | 13.89 | ||||
| 2025-08-14 | 13F | 魁北克储蓄银行 | 1,766,385 | -33.35 | 512,093 | -21.23 | ||||
| 2025-08-04 | 13F | 米尔资本管理有限责任公司 | 204,137 | -1.95 | 59,181 | 15.88 | ||||
| 2025-08-27 | NP | 保诚系列基金 - 价值投资组合 I 类 | 329,152 | -10.77 | 95,424 | 5.45 | ||||
| 2025-08-06 | 13F | Ar资产管理公司 | 59,825 | -0.37 | 17 | 21.43 | ||||
| 2025-06-26 | NP | CAIBX - 资本收益创造者 A 级 | 6,337,373 | -4.71 | 1,550,248 | -12.79 | ||||
| 2025-07-23 | 13F | Elm3 金融集团有限责任公司 | 1,634 | -1.27 | 474 | 16.50 | ||||
| 2025-08-15 | 13F | 灯笼财富顾问有限责任公司 | 13,260 | -2.59 | 3,844 | 17.81 | ||||
| 2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 47,101 | -16.67 | 13,655 | -1.51 | ||||
| 2025-08-26 | NP | DVAL - BrandywineGLOBAL-动态美国大盘价值 ETF | 853 | -1.39 | 247 | 16.51 | ||||
| 2025-08-26 | NP | AEPIX - Allspring 管理账户 CoreBuilder 股票系列 EPI CoreBuilder 股票系列 EPI | 330 | -24.66 | 96 | -11.21 | ||||
| 2025-06-26 | NP | CABDX - AB 相对价值基金公司 A 类 | 261,437 | -16.10 | 63,953 | -23.21 | ||||
| 2025-08-13 | 13F | 美国投资服务公司 | 2,837 | -74.02 | 822 | -69.31 | ||||
| 2025-07-11 | 13F | 卡迪纳尔资本管理公司 | 830 | -2.92 | 241 | 14.83 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦考夫曼基金 II 主要股票 | 1,584 | -2.22 | 459 | 15.62 | ||||
| 2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 255 | -1.16 | 74 | 15.87 | ||||
| 2025-07-16 | 13F | 阿肯色州金融集团公司 | 2,877 | -6.23 | 814 | 16.81 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 20,522,665 | -14.01 | 5,949,726 | 1.63 | ||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 2,391 | -86.70 | 693 | -84.29 | ||||
| 2025-08-12 | 13F/A | 布莱特沃特咨询有限公司 | 2,209 | -7.92 | 640 | 8.84 | ||||
| 2025-08-28 | NP | KBE - SPDR(R) 标准普尔银行 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 | 56,994 | -36.39 | 16,523 | -24.82 | ||||
| 2025-07-09 | 13F | 外汇银行 | 10,992 | -2.26 | 3,187 | 15.52 | ||||
| 2025-08-26 | NP | TRVLX - T. Rowe 价格价值基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,983,735 | -0.53 | 1,154,925 | 17.56 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 全市值系列 | 3,274 | -0.91 | 949 | 17.16 | ||||
| 2025-08-28 | NP | CHDEX - Cullen 高股息股票基金零售类 | 70,190 | -2.09 | 20,349 | 15.72 | ||||
| 2025-05-09 | 13F | Conquis Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 德纳投资顾问公司 | 132,059 | -2.04 | 38,285 | 15.78 | ||||
| 2025-05-13 | 13F | 圆山资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 479,817 | -0.83 | 139,104 | 17.21 | ||||
| 2025-08-19 | 13F | 坎贝尔资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 非常规投资者有限责任公司 | 940 | -5.62 | 273 | 11.48 | ||||
| 2025-06-24 | NP | MBNAX - MainStay 平衡基金 A 类 | 40,638 | -5.98 | 9,941 | -13.96 | ||||
| 2025-08-12 | 13F | 支点资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-13 | 13F | Ceredex 价值顾问有限责任公司 | 228,503 | -5.57 | 66,245 | 11.61 | ||||
| 2025-07-10 | 13F | 阿尔投资管理公司 | 29,209 | -7.67 | 8,468 | 9.12 | ||||
| 2025-07-22 | 13F | 优势投资伙伴有限责任公司 | 60,441 | -0.45 | 17,522 | 17.65 | ||||
| 2025-08-25 | NP | ANCFX - 美国基金基本投资者 A 类 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,783,274 | -7.74 | 1,096,809 | 9.04 | ||||
| 2025-07-11 | 13F | AA 财务顾问有限责任公司 | 9,703 | -9.01 | 2,813 | 7.53 | ||||
| 2025-07-02 | 13F/A | 新斯科舍银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 2,005,949 | -0.87 | 581,545 | 17.15 | ||||
| 2025-08-12 | 13F | 克利尔沃特资本顾问有限公司 | 4,382 | -0.36 | 1,270 | 17.81 | ||||
| 2025-07-29 | NP | JDVRX - PGIM JENNISON 价值基金 R 级 | 115,373 | -11.71 | 30,458 | -11.93 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 5,421,472 | -0.36 | 1,572 | 17.77 | ||||
| 2025-08-14 | 13F | 量化资本有限公司 | 0 | -100.00 | 0 | |||||
| 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 | 17,946 | -1.64 | 5,203 | 16.25 | ||||
| 2025-07-28 | 13F | 布里奇斯投资管理公司 | 530,730 | -0.22 | 153,864 | 17.93 | ||||
| 2025-07-15 | 13F | 席茨·史密斯财富管理 | 22,313 | -0.34 | 6,469 | 17.79 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 605,755 | -0.57 | 175,614 | 17.52 | ||||
| 2025-07-23 | 13F | 海明威信托有限责任公司 | 10,574 | -3.03 | 3,066 | 14.62 | ||||
| 2025-03-25 | NP | QDVAX - 优质股息基金A类 | 5,823 | -27.22 | 1,556 | -12.34 | ||||
| 2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 7,702 | -7.26 | 2,233 | 9.57 | ||||
| 2025-07-16 | 13F | 远景资本管理公司 | 8,535 | -7.63 | 2,474 | 9.18 | ||||
| 2025-08-07 | 13F/A | 约瑟夫集团资本管理 | 19,718 | -7.69 | 5,716 | 9.10 | ||||
| 2025-07-17 | 13F | 申万斯合作伙伴 | 13,564 | -7.40 | 3,933 | 9.44 | ||||
| 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 | 684,897 | -1.70 | 167,540 | -10.04 | ||||
| 2025-08-25 | NP | MAINSTAY 副总裁基金信托 - MainStay 副总裁 T. Rowe Price 股票收入投资组合初始类别 | 23,290 | -20.28 | 6,752 | -5.78 | ||||
| 2025-07-10 | 13F | 锰服务 Vermogensbeheer BV | 538,100 | -1.75 | 156 | 16.42 | ||||
| 2025-08-14 | 13F | 核心财富顾问公司 | 1,749 | -1.30 | 507 | 16.82 | ||||
| 2025-08-13 | 13F | 布里斯托尔约翰 W & Co Inc /纽约/ | 914,002 | -0.12 | 264,978 | 18.05 | ||||
| 2025-08-15 | 13F | 布朗财务顾问 | 9,662 | -2.62 | 2,801 | 15.13 | ||||
| 2025-08-06 | 13F | 汤普森·西格尔和沃姆斯利有限公司 | 92,188 | -0.97 | 27 | 18.18 | ||||
| 2025-07-23 | 13F | 查特信托公司 | 79,809 | -2.75 | 23,137 | 14.94 | ||||
| 2025-08-12 | 13F | 瓦德尔联合有限公司 | 11,022 | -7.20 | 3,195 | 9.68 | ||||
| 2025-06-26 | NP | HBLAX - 哈特福德平衡收入基金 A 类 | 523,557 | -32.66 | 128,073 | -38.37 | ||||
| 2025-08-12 | 13F | 地平线动力学资产管理有限公司 | 2,405 | -17.50 | 697 | -2.52 | ||||
| 2025-07-22 | 13F | Orca 财富管理有限公司 | 14,147 | -1.67 | 4,101 | 16.21 | ||||
| 2025-07-22 | 13F | 西尔维娅·麦科尔财富管理有限公司 | 5,608 | -1.41 | 1,626 | 16.49 | ||||
| 2025-08-15 | 13F | 资源管理公司 /ct/ /adv | 121,026 | -1.35 | 35 | 16.67 | ||||
| 2025-07-25 | 13F | 苏玛公司 | 3,600 | -10.00 | 1,044 | 6.32 | ||||
| 2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 37,809 | -0.23 | 9,249 | -8.70 | ||||
| 2025-08-13 | 13F | 资本财富有限公司 | 8,462 | -0.26 | 2,453 | 17.88 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 42,043,115 | -10.56 | 12,188,720 | 5.71 | ||||
| 2025-08-14 | 13F | Ruggaard & Associates 有限责任公司 | 3,123 | -2.95 | 905 | 14.70 | ||||
| 2025-08-04 | 13F | 库克和比勒有限合伙公司 | 172,311 | -2.66 | 49,955 | 15.04 | ||||
| 2025-08-06 | 13F | 石桥财务规划集团有限责任公司 | 2,287 | -10.59 | 663 | 5.74 | ||||
| 2025-06-24 | NP | QDF - FlexShares 优质股息指数基金 | 106,496 | -0.87 | 26,051 | -9.28 | ||||
| 2025-07-24 | 13F | 蒙吉斯资本管理公司 | 55,465 | -1.47 | 16,080 | 16.45 | ||||
| 2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 74,257 | -2.02 | 21,528 | 15.80 | ||||
| 2025-04-22 | 13F | 连接投资组合管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 45,088 | -18.13 | 13,071 | -3.24 | ||||
| 2025-06-03 | 13F | 投资有限责任公司 | 11,307 | -25.26 | 2,774 | -23.52 | ||||
| 2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 17,591 | -6.53 | 5,100 | 10.46 | ||||
| 2025-04-30 | 13F | 吉纳斯资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-24 | 13F | 伯纳德财富管理公司 | 12,519 | -28.93 | 3,629 | -16.00 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 65,673 | -5.28 | 19,039 | 11.95 | ||||
| 2025-08-14 | 13F | 财富保全顾问有限公司 | 1,749 | -0.17 | 507 | 18.18 | ||||
| 2025-08-13 | 13F | 库恩公司投资顾问 | 2,796 | -1.45 | 811 | 16.55 | ||||
| 2025-07-25 | 13F | 吉布森资本有限责任公司 | 1,359 | -6.02 | 394 | 11.02 | ||||
| 2025-07-31 | 13F | 明尼苏达财富顾问有限责任公司 | 1,880 | -88.25 | 545 | -86.11 | ||||
| 2025-07-25 | NP | UCMCX - 基石适度保守基金 | 1,307 | -60.47 | 345 | -60.53 | ||||
| 2025-05-15 | 13F | Kodai资本管理有限责任公司 | 91,534 | -15.57 | 22,453 | -13.60 | ||||
| 2025-08-11 | 13F | 联合资本财务顾问有限公司 | 364,338 | -1.63 | 105,625 | 16.26 | ||||
| 2025-08-21 | NP | TIBAX - Thornburg Investment Income Builder 基金 - A 类 | 89,331 | -83.84 | 25,898 | -80.90 | ||||
| 2025-07-25 | NP | INDZX - 哥伦比亚大盘价值基金 A 类 | 374,100 | -0.64 | 98,762 | -0.88 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 1,103,889 | -0.07 | 320,028 | 18.11 | ||||
| 2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 36,481 | -0.19 | 11 | 25.00 | ||||
| 2025-08-04 | 13F | 小屋街顾问有限责任公司 | 32,490 | -3.06 | 9,419 | 14.57 | ||||
| 2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 960 | -17.74 | 278 | -2.80 | ||||
| 2025-07-24 | 13F | 吉利兰·杰特财富管理有限责任公司 | 24,586 | -0.83 | 7,128 | 17.20 | ||||
| 2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 17,033,863 | -1.18 | 4,938,287 | 16.79 | ||||
| 2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 697,040 | -1.84 | 170,510 | -10.17 | ||||
| 2025-07-15 | 13F | 牵引金融合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | WWICX - Westwood 收入机会基金 C 类股票 | 22,935 | -50.83 | 5,610 | -55.00 | ||||
| 2025-07-17 | 13F | 景顺有限公司 | 12,418 | -5.77 | 3,600 | 11.39 | ||||
| 2025-08-13 | 13F | MD Sass 投资者服务公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | WWLAX - Westwood 质量价值基金 A 类股票 | 25,686 | -2.77 | 6,283 | -11.02 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 美国价值基金 | 87,889 | -12.09 | 25,480 | 3.90 | ||||
| 2025-07-30 | 13F | 保罗·达蒙联合公司 | 1,146 | -7.36 | 332 | 9.57 | ||||
| 2025-07-24 | 13F | True Link 财务顾问有限责任公司 | 1,504 | -7.96 | 436 | 9.00 | ||||
| 2025-08-07 | 13F | Apeiron RIA 有限责任公司 | 2,133 | -20.56 | 618 | -6.08 | ||||
| 2025-07-30 | 13F | 工作室投资管理有限公司 | 21,916 | -1.48 | 6,354 | 16.44 | ||||
| 2025-07-25 | 13F | 布尔街顾问有限责任公司 | 16,826 | -0.71 | 5 | 0.00 | ||||
| 2025-08-08 | 13F | 奥斯汀财富管理有限责任公司 | 1,271 | -0.39 | 377 | 20.51 | ||||
| 2025-08-14 | 13F | 特扎资本管理有限责任公司 | 2,662 | -85.60 | 772 | -82.99 | ||||
| 2025-08-04 | 13F | 联合银行 | 541,154 | -0.76 | 157 | 17.29 | ||||
| 2025-08-14 | 13F | 锦绣资本投资管理有限公司 | 5,814 | -4.04 | 1,686 | 13.39 | ||||
| 2025-08-06 | 13F | 卡内基湖顾问有限公司 | 21,174 | -1.31 | 6 | 20.00 | ||||
| 2025-08-12 | 13F | 马歇尔与斯特林财富顾问公司 | 1,157 | -0.94 | 334 | 16.78 | ||||
| 2025-07-23 | 13F | 乡村俱乐部银行 /gfn | 59,781 | -0.65 | 17,164 | 17.46 | ||||
| 2025-07-23 | 13F | 石门投资集团有限责任公司 | 590,089 | -17.13 | 171,073 | -2.06 | ||||
| 2025-07-11 | 13F | 资本优势公司 | 3,209 | -4.72 | 930 | 15.24 | ||||
| 2025-06-27 | NP | Calamos 全球总回报基金 | 6,465 | -22.34 | 1,581 | -28.94 | ||||
| 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 | 2,708 | -4.18 | 785 | 13.28 | ||||
| 2025-08-12 | 13F | one8zero8有限责任公司 | 51,951 | -6.49 | 15,061 | 10.52 | ||||
| 2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 6,661 | -8.04 | 1,931 | 8.73 | ||||
| 2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 24,335 | -1.63 | 7,055 | 16.27 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德股息价值管理波动基金标准级 | 53,468 | -31.69 | 15,501 | -19.27 | ||||
| 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 | 22,432 | -4.95 | 5,487 | -13.02 | ||||
| 2025-05-07 | 13F | 频谱财富顾问有限责任公司 | 56,869 | -0.10 | 13,950 | 2.22 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 360,666 | -1.50 | 104,593 | 16.59 | ||||
| 2025-07-18 | 13F | 木兰私人财富有限责任公司 | 3,075 | -0.87 | 891 | 17.24 | ||||
| 2025-08-04 | 13F | BLB&B 顾问有限公司 | 130,136 | -0.29 | 37,728 | 17.84 | ||||
| 2025-07-30 | 13F | Eqis资本管理公司 | 7,147 | -4.69 | 2,072 | 12.67 | ||||
| 2025-08-15 | 13F | 查普曼金融集团有限公司 | 13,631 | -3.51 | 3,952 | 16.69 | ||||
| 2025-06-26 | NP | FBUF - 富达动态缓冲股票 ETF | 720 | -1.64 | 176 | -9.74 | ||||
| 2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 157,441 | -2.00 | 45,644 | 15.82 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 68,963 | -0.55 | 15,992 | 17.36 | ||||
| 2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 13,378 | -7.21 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | 财务顾问网络公司 | 1,831 | -2.97 | 531 | 14.72 | ||||
| 2025-08-14 | 13F | 格伦维尤信托公司 | 410,131 | -0.43 | 118,901 | 17.68 | ||||
| 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 | 60,685 | -4.13 | 17,593 | 13.31 | ||||
| 2025-07-15 | 13F | 弗洛伊德金融集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 6,818 | -0.53 | 1,977 | 17.55 | ||||
| 2025-07-17 | 13F | Claris Advisors, Llc / 莫 / | 1,129 | -53.73 | 327 | -45.32 | ||||
| 2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 36,728 | -45.89 | 11 | 11.11 | ||||
| 2025-07-16 | 13F | 真北顾问有限责任公司 | 17,904 | -13.34 | 5,191 | 2.43 | ||||
| 2025-08-07 | 13F | 瓦尔玛互助养老保险公司 | 371,511 | -1.75 | 107,705 | 16.12 | ||||
| 2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -51 | -15 | |||||
| 2025-05-07 | 13F/A | 子午线管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | 夏普金融服务有限公司 | 1,702 | -4.49 | 493 | 12.81 | ||||
| 2025-03-13 | 13F | PKO投资管理股份公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 9,191 | -0.77 | 2,665 | 17.25 | ||||
| 2025-08-08 | 13F | 凤凰财富顾问 | 14,169 | -6.43 | 4,108 | 10.58 | ||||
| 2025-08-13 | 13F | 洛伊特霍尔德集团有限公司 | 30,882 | -1.64 | 8,953 | 16.26 | ||||
| 2025-08-28 | NP | TLCHX - 社会选择股票基金 | 7,874 | -3.89 | 2,283 | 13.59 | ||||
| 2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 10,471 | -0.39 | 3,036 | 17.73 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 1,997,882 | -0.06 | 579,206 | 18.11 | ||||
| 2025-08-13 | 13F | 帝国财务管理有限公司 | 39,819 | -0.05 | 11,544 | 18.13 | ||||
| 2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 130,892 | -1.71 | 32,019 | -10.05 | ||||
| 2025-08-12 | 13F | 玛丽埃塔投资合伙公司 | 29,735 | -1.64 | 8,620 | 16.25 | ||||
| 2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 1,464 | -17.19 | 424 | -2.08 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 16,725 | -5.45 | 4,849 | 11.73 | ||||
| 2025-06-25 | NP | MNDFX - 纪律价值系列 I 类 | 22,154 | -18.69 | 5,419 | -25.58 | ||||
| 2025-05-14 | 13F/A | 车床资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | 安普夸银行 | 23,109 | -4.58 | 6,535 | 10.00 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 13,015,760 | -1.78 | 3,773,400 | 16.08 | ||||
| 2025-07-31 | 13F | 剑桥投资研究顾问公司 | 615,532 | -0.99 | 178 | 17.11 | ||||
| 2025-07-22 | 13F | 高地资本管理有限公司 | 161,814 | -1.21 | 46,912 | 16.76 | ||||
| 2025-08-08 | 13F | 史密斯菲尔德信托公司 | 26,692 | -0.73 | 8 | 16.67 | ||||
| 2025-04-24 | 13F | 对冲资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PSI 顾问有限责任公司 | 4,084 | -4.82 | 1,184 | 12.45 | ||||
| 2025-07-24 | 13F | GFG 资本有限责任公司 | 902 | -74.94 | 261 | -70.41 | ||||
| 2025-08-26 | NP | FT Vest 总回报收益基金：A3 系列 | 1,371 | -7.55 | 397 | 9.37 | ||||
| 2025-08-11 | 13F | 贝塔财富集团有限公司 | 692 | -24.70 | 201 | -11.11 | ||||
| 2025-07-22 | 13F | 高威投资管理有限公司 | 958 | -3.82 | 278 | 13.52 | ||||
| 2025-08-07 | 13F | 银色顾问公司 | 27,384 | -6.79 | 7,939 | 10.16 | ||||
| 2025-07-15 | 13F | Peddock 资本顾问有限公司 | 27,993 | -0.33 | 8,115 | 17.80 | ||||
| 2025-07-18 | 13F | 韦策尔投资顾问公司 | 44,208 | -0.60 | 12,816 | 17.47 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 总回报系列初始类别 | 104,279 | -1.18 | 30,232 | 16.80 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 13,614 | -5.50 | 3,947 | 11.69 | ||||
| 2025-08-14 | 13F | 布拉姆斯希尔投资有限责任公司 | 2,000 | -20.00 | 580 | -5.55 | ||||
| 2025-08-08 | 13F | 顾问资本管理有限责任公司 | 422,983 | -4.88 | 122,627 | 12.42 | ||||
| 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 | 19,468 | -43.19 | 5,644 | -32.86 | ||||
| 2025-08-19 | 13F | 斯洛克姆戈登律师事务所 | 11,373 | -31.05 | 3,297 | -18.49 | ||||
| 2025-08-28 | NP | STFBX - State Farm 平衡基金 | 7,600 | -62.75 | 2,203 | -55.98 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Call | 107,700 | -57.91 | 31,223 | -50.26 | |||
| 2025-08-18 | 13F/A | 野村控股公司 | Put | 74,000 | -82.13 | 21,453 | -78.88 | |||
| 2025-07-15 | 13F | CHB 投资集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | 野村控股公司 | 30,180 | -83.07 | 8,749 | -79.99 | ||||
| 2025-07-10 | 13F | 夏基、豪斯和贾弗 | 1,751 | -6.61 | 508 | 10.46 | ||||
| 2025-07-14 | 13F | 霍伊投资公司 | 30,331 | -8.58 | 8,793 | 8.05 | ||||
| 2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 115,887 | -1.70 | 33,597 | 16.18 | ||||
| 2025-08-12 | 13F | 特拉诺瓦资产管理有限责任公司 | 7,523 | -8.57 | 2,181 | 8.03 | ||||
| 2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | ALVIX - 大型公司价值基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 384,222 | -17.95 | 111,390 | -3.03 | ||||
| 2025-07-22 | 13F | 谷国家顾问公司 | 11,823 | -1.56 | 3 | 50.00 | ||||
| 2025-07-23 | 13F | 鹰岩投资公司 | 61,917 | -3.11 | 17,950 | 14.51 | ||||
| 2025-07-31 | 13F | 顶峰财富管理集团有限公司 | 10,999 | -2.31 | 3,189 | 15.47 | ||||
| 2025-06-24 | NP | FISEX - 富兰克林股票收益基金 A 类 | 716,500 | -3.83 | 175,270 | -11.99 | ||||
| 2025-08-27 | NP | TLLVX - 大盘价值基金 | 12,281 | -6.39 | 3,560 | 10.63 | ||||
| 2025-05-15 | 13F | 旧使命资本有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Globeflex资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 峰会 X 有限责任公司 | 4,498 | -5.07 | 1,304 | 12.13 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 309,170 | -1.83 | 89,631 | 16.02 | ||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 374,921 | -1.85 | 108,693 | 16.00 | ||||
| 2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 9,506 | -8.51 | 2,756 | 8.12 | ||||
| 2025-08-04 | 13F | 财务规划中心有限公司 | 17,011 | -1.41 | 4,932 | 16.52 | ||||
| 2025-08-04 | 13F | Amplius 财富顾问有限责任公司 | 9,649 | -13.37 | 2,797 | 2.38 | ||||
| 2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 孟德尔资本管理有限公司 | 9,057 | -1.52 | 2,626 | 16.36 | ||||
| 2025-05-28 | NP | EFIV - Spdr S&p 500 Esg ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 134,642 | -2.98 | 33,028 | -0.72 | ||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 294,800 | -41.48 | 85,465 | -30.84 | |||
| 2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 241,003 | -2.16 | 58,954 | -10.46 | ||||
| 2025-05-12 | 13F | 雷兹尼财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 43,701 | -55.86 | 12,669 | -47.83 | ||||
| 2025-07-18 | 13F | PGGM 投资 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F/A | 亚飞财富 | 1,027 | -21.60 | 0 | |||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 46,500 | -59.91 | 13,481 | -52.63 | |||
| 2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | 36,603 | -31.12 | 10,612 | -18.60 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 652 | -12.83 | 159 | -20.10 | ||||
| 2025-06-26 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 521 | -9.08 | 127 | -16.99 | ||||
| 2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 609,420 | -0.29 | 176,677 | 17.84 | ||||
| 2025-07-10 | 13F | 皮斯卡塔夸储蓄银行 | 19,072 | -0.91 | 5,529 | 17.09 | ||||
| 2025-07-31 | 13F | 卡博特财富管理公司 | 75,670 | -0.68 | 21,938 | 17.39 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Janus 平衡副总裁服务 | 37,499 | -10.01 | 10,871 | 6.35 | ||||
| 2025-08-13 | 13F | 萨瓦德尔银行 | 20,825 | -0.15 | 6 | 20.00 | ||||
| 2025-07-28 | 13F | 港湾信托投资管理公司 | 92,372 | -0.06 | 26,780 | 18.11 | ||||
| 2025-08-13 | 13F | 资本世界投资者 | 24,257,328 | -3.66 | 7,031,999 | 13.86 | ||||
| 2025-08-11 | 13F | PFG 私人财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 680,705 | -10.98 | 166,514 | -18.53 | ||||
| 2025-07-22 | 13F | 净值顾问小组 | 9,720 | -2.93 | 2,818 | 14.70 | ||||
| 2025-07-30 | 13F | 彭定康集团有限公司 | 30,358 | -1.73 | 8,801 | 16.14 | ||||
| 2025-08-06 | 13F | 奥特留斯资本管理公司 | 21,807 | -1.77 | 6,322 | 16.11 | ||||
| 2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 486,012 | -5.25 | 128,307 | -5.48 | ||||
| 2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 22,982 | -2.63 | 6,663 | 15.08 | ||||
| 2025-07-28 | 13F | 莫里斯金融概念公司 | 9,884 | -0.97 | 2,865 | 17.03 | ||||
| 2025-08-22 | NP | FELC - 富达增强型大盘核心 ETF | 301,162 | -2.62 | 87,310 | 15.09 | ||||
| 2025-08-13 | 13F | 马丁公司 /tn/ | 15,404 | -0.43 | 4,466 | 17.69 | ||||
| 2025-08-04 | 13F | 诚信联盟有限责任公司 | 13,640 | -54.79 | 3,954 | -46.57 | ||||
| 2025-05-15 | 13F | 隆奥资产管理（欧洲）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 文艺复兴集团有限公司 | 3,740 | -16.91 | 1,084 | -1.81 | ||||
| 2025-07-09 | 13F | 品牌资产管理集团有限公司 | 2,158 | -12.67 | 626 | 3.14 | ||||
| 2025-07-15 | 13F | 贾里斯洛斯基，弗雷泽有限公司 | 926,080 | -2.14 | 268,480 | 15.66 | ||||
| 2025-07-14 | 13F | 凯茜·帕累托及合伙人公司 | 1,256 | -13.85 | 364 | 1.96 | ||||
| 2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 6,260 | -10.65 | 1,815 | 5.59 | ||||
| 2025-07-23 | 13F | 尼尔森资本管理有限责任公司 | 41,748 | -0.22 | 12,103 | 17.94 | ||||
| 2025-06-25 | NP | FXO - 第一信托金融 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 | 26,602 | -6.29 | 6,507 | -14.25 | ||||
| 2025-07-23 | 13F | Evexia 财富有限公司 | 32,081 | -12.09 | 9,344 | 9.27 | ||||
| 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 | 1,850,702 | -2.53 | 536,537 | 15.19 | ||||
| 2025-08-13 | 13F | 绿丰资产管理有限公司 | 13,542 | -1.95 | 3,926 | 15.91 | ||||
| 2025-08-01 | 13F | 自由财富管理有限公司 | 4,930 | -96.21 | 1,429 | 37.40 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Basic 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 | 5,566 | -1.59 | 1,614 | 16.29 | ||||
| 2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 20,255 | -0.68 | 5,872 | 117,340.00 | ||||
| 2025-07-11 | 13F | 朗维财富管理 | 3,079 | -8.17 | 893 | 8.52 | ||||
| 2025-08-07 | 13F | 49 财富管理有限责任公司 | 4,376 | -19.77 | 1,269 | -5.16 | ||||
| 2025-08-14 | 13F | 马歇尔投资管理有限公司 | 1,441 | -90.02 | 418 | -88.22 | ||||
| 2025-07-08 | 13F | 花岗岩湾财富管理有限责任公司 | 24,843 | -0.17 | 7 | 16.67 | ||||
| 2025-08-12 | 13F | 塔博克斯家族办公室有限公司 | 2,623 | -0.04 | 760 | 18.20 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 5,335 | -17.62 | 1,547 | -2.64 | ||||
| 2025-07-28 | 13F | 汉密尔顿点投资顾问有限公司 | 28,818 | -3.78 | 8,355 | 13.72 | ||||
| 2025-07-10 | 13F | ARS 财富顾问集团有限责任公司 | 112,768 | -0.08 | 32,693 | 18.09 | ||||
| 2025-04-22 | 13F | 惠伦财富管理公司 | 0 | -100.00 | 0 | |||||
| 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 | 13,408 | -9.26 | 3,887 | 7.26 | ||||
| 2025-07-07 | 13F | HMS 资本管理有限责任公司 | 10,991 | -3.43 | 3,186 | 30.57 | ||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 18,788 | -10.96 | 5,447 | 5.24 | ||||
| 2025-08-28 | NP | Milliman 可变保险信托 - Milliman - Capital Group 对冲美国收入和增长基金 3 级 | 397 | -2.46 | 115 | 16.16 | ||||
| 2025-07-30 | 13F | 信托规划有限责任公司 | 4,707 | -1.18 | 1,365 | 16.78 | ||||
| 2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 483,636 | -12.63 | 127,680 | -12.84 | ||||
| 2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 3,837 | -7.03 | 941 | -4.85 | ||||
| 2025-06-26 | NP | Advent Claymore 可转换证券和收益基金 | 10,000 | -33.33 | 2,446 | -14.95 | ||||
| 2025-06-27 | NP | TWBIX - 平衡基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,475 | -3.57 | 8,923 | -11.75 | ||||
| 2025-07-22 | 13F | 马克斯集团财富管理公司 | 14,983 | -26.01 | 4,344 | -12.56 | ||||
| 2025-07-23 | 13F | 湖滨资本集团有限公司 | 4,323 | -10.01 | 1,253 | 6.37 | ||||
| 2025-06-25 | NP | RPGAX - T. Rowe Price 全球配置基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,746 | -10.49 | 4,341 | -18.08 | ||||
| 2025-08-11 | 13F | LSV资产管理 | 689,700 | -2.93 | 200 | 14.37 | ||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 21,646 | -7.23 | 6,275 | 9.65 | ||||
| 2025-08-11 | 13F | GKV资本管理有限公司 | 10,658 | -1.39 | 3,090 | 16.52 | ||||
| 2025-06-27 | NP | AACRX - 战略配置：保守基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 815 | -3.89 | 199 | -11.95 | ||||
| 2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 103,846 | -0.29 | 30,106 | 17.85 | ||||
| 2025-06-26 | NP | MSTGX - 晨星全球收益基金 | 6,598 | -40.56 | 1,614 | -45.60 | ||||
| 2025-07-17 | 13F | 詹尼资本管理有限公司 | 112,017 | -1.45 | 32 | 18.52 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 学术策略资产配置投资组合 | 8,300 | -19.67 | 2,406 | -5.05 | ||||
| 2025-08-14 | 13F | 克利福德集团有限责任公司 | 5,512 | -3.92 | 1,598 | 13.57 | ||||
| 2025-07-30 | 13F | 信赖投资管理有限责任公司 | 911 | -14.70 | 264 | 1.15 | ||||
| 2025-08-05 | 13F | 史密斯·谢尔纳特·威尔逊有限公司 /adv | 1,955 | -4.49 | 567 | 12.75 | ||||
| 2025-08-14 | 13F | 宝藏海岸财务规划 | 853 | -10.21 | 247 | 6.01 | ||||
| 2025-07-21 | 13F | 塞奇沃斯信托公司 | 1,319 | -23.89 | 382 | -10.12 | ||||
| 2025-07-22 | 13F | SOL资本管理公司 | 20,794 | -0.87 | 6 | 20.00 | ||||
| 2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 选择大盘价值基金 3 类 | 242,240 | -5.52 | 70,228 | 11.66 | ||||
| 2025-06-27 | NP | FAS - Direxion 每日金融牛市 3 倍股票 | 630,613 | -14.55 | 154,261 | -21.80 | ||||
| 2025-05-01 | 13F | Quest 10 财富建设者有限公司 | 784 | -34.99 | 192 | -33.56 | ||||
| 2025-07-25 | 13F | 北美社区银行 | 72,203 | -3.50 | 20,932 | 14.04 | ||||
| 2025-08-28 | NP | MNNAX - Victory Munder 多股基金 A 类 | 29,700 | -3.88 | 8,610 | 13.60 | ||||
| 2025-08-25 | NP | LBWAX - BrandywineGLOBAL - 多元化美国大盘价值基金 A 类 | 16,702 | -4.57 | 4,842 | 12.79 | ||||
| 2025-05-30 | NP | MML 系列投资基金 - MML 基本价值基金 II 类 | 25,402 | -23.25 | 6,231 | -21.45 | ||||
| 2025-07-22 | 13F | 资产规划服务公司 /la/ /adv | 41,907 | -0.56 | 12 | 20.00 | ||||
| 2025-08-14 | 13F | 赢顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 狮桥财富管理有限责任公司 | 5,135 | -1.72 | 1,489 | 16.16 | ||||
| 2025-08-21 | 13F | Aveo 资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 比昂多投资顾问有限责任公司 | 83,362 | -0.63 | 24,168 | 17.44 | ||||
| 2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 33,929 | -19.31 | 9,836 | -4.63 | ||||
| 2025-08-05 | 13F | 南达科他州投资委员会 | 63,271 | -41.41 | 18 | -30.77 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 19,280,322 | -4.07 | 5,589,402 | 13.39 | ||||
| 2025-08-11 | 13F | 霍华德财富管理有限公司 | 3,730 | -0.88 | 1,081 | 17.12 | ||||
| 2025-06-26 | NP | MSTMX - 晨星多部门债券基金 | 97 | -41.57 | 24 | -47.73 | ||||
| 2025-08-08 | 13F | 戴维斯财务顾问有限公司 | 2,680 | -2.15 | 777 | 15.65 | ||||
| 2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 56,131 | -3.17 | 16,273 | 14.43 | ||||
| 2025-06-30 | NP | WOGSX - 白橡树精选成长基金 | 121,957 | -7.58 | 29,833 | -15.42 | ||||
| 2025-07-25 | 13F | 阿尔法金融合作伙伴有限责任公司 | 2,770 | -1.63 | 803 | 16.23 | ||||
| 2025-07-25 | 13F | 范斯特鲁姆和汤公司 | 39,531 | -0.61 | 11,460 | 17.47 | ||||
| 2025-07-16 | 13F | Kingsman财富管理有限公司 | 4,027 | -22.44 | 1,168 | -8.33 | ||||
| 2025-07-08 | 13F | 五重奏私人银行（欧洲）SA | 326,754 | -3.60 | 94,729 | 13.93 | ||||
| 2025-08-08 | 13F | 毕尔巴鄂比斯开阿根廷银行 | 248,947 | -7.51 | 72,177 | 9.30 | ||||
| 2025-07-24 | 13F | 生动财富管理有限责任公司 | 10,264 | -7.46 | 2,976 | 9.38 | ||||
| 2025-08-20 | NP | AQRNX - AQR N 类多资产基金 | 10,857 | -6.50 | 3,148 | 10.50 | ||||
| 2025-08-13 | 13F | 谢里登堡顾问有限公司 | 93,188 | -0.70 | 27,016 | 17.36 | ||||
| 2025-04-22 | 13F | 光明未来财富管理有限责任公司。 | 2,980 | -9.56 | 682 | -22.32 | ||||
| 2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 16,841 | -18.71 | 4,120 | -25.61 | ||||
| 2025-08-14 | 13F | 凯利·劳伦斯 W & Associates Inc/ca | 8,903 | -1.38 | 2,581 | 16.58 | ||||
| 2025-07-14 | 13F | 太平洋合作伙伴公司 | 21,276 | -1.52 | 6,109 | 23.64 | ||||
| 2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 76,864 | -4.23 | 22,284 | 13.19 | ||||
| 2025-06-26 | NP | USGRX - 增长与收益基金份额 | 199,949 | -4.04 | 48,912 | -12.18 | ||||
| 2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 613,725 | -1.20 | 148,960 | 5.91 | ||||
| 2025-07-15 | 13F | 斯托克顿银行 | 23,014 | -1.04 | 6,672 | 16.95 | ||||
| 2025-07-24 | 13F | 百特兄弟公司 | 76,265 | -1.43 | 22,110 | 16.50 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 资本增长资产配置投资组合 | 156,666 | -9.19 | 45,419 | 7.32 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MFS 总回报投资组合 A 级 | 29,325 | -1.50 | 8,502 | 16.40 | ||||
| 2025-08-29 | NP | WEBCX - Teton Westwood 平衡基金 A 类 | 2,593 | -4.91 | 752 | 12.43 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 II - MFS 核心股票投资组合初始类别 | 20,843 | -0.73 | 6,043 | 17.32 | ||||
| 2025-07-18 | NP | WPLCX - WP Large Cap Income Plus 基金机构类别股票 | 11,900 | -7.75 | 3,142 | -7.97 | ||||
| 2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 14,977 | -27.90 | 4,342 | -14.80 | ||||
| 2025-07-28 | 13F | Axxcess 财富管理有限公司 | 132,115 | -3.02 | 38,301 | 14.62 | ||||
| 2025-08-08 | 13F | AJ 顾问有限责任公司 | 6,301 | -9.22 | 1,827 | 7.29 | ||||
| 2025-08-14 | 13F | MGB 财富管理有限责任公司 | 13,089 | -1.82 | 3,787 | 16.10 | ||||
| 2025-08-12 | 13F | Titleist 资产管理有限公司 | 14,022 | -0.02 | 4,065 | 18.17 | ||||
| 2025-08-11 | 13F | 达美资产管理有限公司/TN | 13,954 | -5.10 | 4,045 | 12.17 | ||||
| 2025-08-06 | 13F | 北京哈迪施特劳斯公司 | 9,615 | -18.17 | 2,787 | -3.30 | ||||
| 2025-08-14 | 13F | Potomac 基金管理公司 /adv | 8,113 | -1.93 | 2,319 | 22.39 | ||||
| 2025-07-18 | 13F | 三菱日联资产管理（英国）有限公司 | 19,000 | -9.52 | 6 | 0.00 | ||||
| 2025-07-23 | 13F | 马登证券公司 | 2,571 | -1.42 | 745 | 16.59 | ||||
| 2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 31,485 | -1.68 | 9,128 | 16.19 | ||||
| 2025-08-27 | NP | RYFIX - 金融服务基金投资者类别 | 3,258 | -2.54 | 945 | 15.12 | ||||
| 2025-08-04 | 13F/A | 626 金融有限责任公司 | 10,741 | -0.90 | 3,114 | 17.12 | ||||
| 2025-07-23 | 13F | 博蒙特资产管理有限责任公司 | 5,024 | -0.28 | 1,457 | 17.89 | ||||
| 2025-08-28 | NP | RSMV - 相对强弱管理波动率策略ETF | 4,355 | -71.41 | 1,263 | -66.22 | ||||
| 2025-08-14 | 13F | 萨尔茨豪尔·迈克尔 | 4,668 | -9.67 | 1,353 | 6.79 | ||||
| 2025-05-30 | NP | PSCSX - PIMCO StocksPLUS 小型基金机构 | 726 | -95.17 | 178 | -95.05 | ||||
| 2025-08-13 | 13F | Ecofi投资公司 | 4,050 | -10.99 | 1,165 | 22.01 | ||||
| 2025-08-05 | 13F | 希尔斯银行信托公司 | 57,794 | -0.69 | 16,755 | 17.37 | ||||
| 2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 3,456 | -93.97 | 1 | -100.00 | ||||
| 2025-07-30 | 13F | 德纳利顾问有限公司 | 17,370 | -4.40 | 5,036 | 12.97 | ||||
| 2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 19,034 | -0.26 | 5,518 | 17.88 | ||||
| 2025-06-24 | NP | MAPAX - MainStay MAP 股票基金 A 类 | 147,914 | -8.01 | 36,183 | -15.81 | ||||
| 2025-07-29 | 13F | Hartline 投资公司/ | 13,837 | -4.19 | 4,011 | 13.24 | ||||
| 2025-07-29 | NP | TRPBX - T. Rowe 价格谱适度配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 47,217 | -5.78 | 12,465 | -6.02 | ||||
| 2025-07-31 | 13F | 华盛顿信托顾问公司 | 31,328 | -0.91 | 9,082 | 17.11 | ||||
| 2025-08-08 | 13F | CWS 财务顾问有限责任公司 | 4,595 | -5.47 | 1,332 | 11.74 | ||||
| 2025-08-12 | 13F | 卡姆登国家银行 | 61,533 | -1.91 | 17,839 | 15.94 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 238,357 | -3.76 | 69,102 | 13.74 | ||||
| 2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 25,902 | -13.57 | 7,509 | 2.15 | ||||
| 2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 44,871 | -0.76 | 13,009 | 17.29 | ||||
| 2025-08-25 | NP | YLDE - ClearBridge 股息策略 ESG ETF 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 | 8,806 | -33.42 | 2,553 | -21.33 | ||||
| 2025-08-01 | 13F | Reliant投资合伙公司 | 2,520 | -2.96 | 731 | 14.60 | ||||
| 2025-08-26 | NP | GSPY - Gotham 增强型 500 ETF | 28,351 | -11.10 | 8,219 | 5.08 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 大盘价值基金 A 类 | 3,243 | -1.96 | 940 | 15.91 | ||||
| 2025-07-18 | 13F | PFG 投资有限责任公司 | 67,564 | -1.43 | 19,587 | 16.51 | ||||
| 2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 23,882 | -11.64 | 6,923 | 4.42 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 2,140 | -9.01 | 627 | 14.23 | ||||
| 2025-08-05 | 13F | 斯奈德金融集团 | 17,364 | -0.54 | 5,034 | 17.54 | ||||
| 2025-08-11 | 13F | 美国第一投资顾问有限责任公司 | 2,529 | -0.35 | 733 | 17.85 | ||||
| 2025-07-24 | 13F | Tandem 资本管理公司 /adv | 16,440 | -0.93 | 4,766 | 17.10 | ||||
| 2025-07-30 | 13F | Exencial 财富顾问有限公司 | 29,821 | -0.96 | 8,645 | 17.05 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 614,600 | -16.66 | 178 | -1.11 | ||||
| 2025-07-25 | NP | USAWX - 世界增长基金股票 | 65,986 | -16.06 | 17,420 | -16.26 | ||||
| 2025-08-08 | 13F | Altfest LJ & Co 公司 | 19,668 | -0.69 | 5,702 | 17.38 | ||||
| 2025-08-15 | NP | USMC - 主要美国巨型股多因素指数 ETF | 409,453 | -7.18 | 118,705 | 9.70 | ||||
| 2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 9,843 | -25.53 | 2,854 | -12.00 | ||||
| 2025-08-06 | 13F | 黑斯威夫特集团有限责任公司 | 5,740 | -0.33 | 1,664 | 17.85 | ||||
| 2025-07-23 | 13F | TriaGen 财富管理有限责任公司 | 7,717 | -49.50 | 2,237 | -40.31 | ||||
| 2025-08-12 | 13F | 基石财富管理有限责任公司 | 22,612 | -0.26 | 6,555 | 17.87 | ||||
| 2025-08-25 | 13F | 支点股权管理 | 1,530 | -2.24 | 444 | 15.67 | ||||
| 2025-08-04 | 13F | 海洋资本管理有限公司 | 18,686 | -1.87 | 5,417 | 15.97 | ||||
| 2025-05-07 | 13F | 霍兰资本顾问有限公司。 | 30,872 | -2.03 | 7,573 | 0.25 | ||||
| 2025-08-13 | 13F | 特鲁投资资本有限公司 | 5,039 | -5.65 | 1,461 | 11.45 | ||||
| 2025-07-18 | 13F | 艾利投资管理有限公司 | 128,570 | -0.73 | 37,274 | 17.33 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 817,422 | -0.36 | 236,979 | 17.76 | ||||
| 2025-05-23 | NP | 嘉德可变产品信托-嘉德平衡配置VIP基金 | 1,500 | -85.43 | 368 | -82.37 | ||||
| 2025-07-14 | 13F | 梅森有限责任公司 | 4,158 | -0.14 | 1,205 | 18.02 | ||||
| 2025-07-21 | 13F | 肯纳贝克储蓄银行 | 10,449 | -1.51 | 3,029 | 16.41 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 大型公司价值投资组合 | 20,470 | -14.03 | 5,934 | 1.61 | ||||
| 2025-07-30 | 13F | 自由一投资管理有限公司 | 20,013 | -11.09 | 5,802 | 5.09 | ||||
| 2025-07-23 | 13F | 忠诚金融集团咨询服务有限责任公司 | 960 | -44.57 | 278 | -34.43 | ||||
| 2025-08-14 | 13F | TCG 咨询服务有限责任公司 | 154,234 | -0.43 | 44,714 | 17.68 | ||||
| 2025-07-18 | 13F | 佛蒙特州信托公司 | 211,639 | -0.25 | 61,356 | 17.89 | ||||
| 2025-08-07 | 13F | 涵盖更多资产管理 | 2,292 | -37.07 | 664 | -25.64 | ||||
| 2025-08-13 | 13F | RIA 咨询集团有限责任公司 | 1,841 | -4.01 | 534 | 13.40 | ||||
| 2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 1,714,994 | -1.15 | 497 | 16.94 | ||||
| 2025-08-01 | 13F | 科拉多顾问有限公司 | 8,853 | -3.67 | 2,567 | 13.84 | ||||
| 2025-07-17 | 13F | Nova R 财富公司 | 1,461 | -14.31 | 424 | 1.20 | ||||
| 2025-07-23 | 13F | 理查森资本管理有限责任公司 | 1,261 | -0.39 | 366 | 17.74 | ||||
| 2025-07-09 | 13F | 哈丁资本合伙有限公司 | 3,912 | -4.82 | 1,136 | 12.70 | ||||
| 2025-07-10 | 13F | 巴德尔银行 | 25,090 | -13.55 | 7,149 | 0.52 | ||||
| 2025-07-28 | NP | VCGAX - 成长与收益基金 | 31,058 | -4.09 | 8,199 | -4.32 | ||||
| 2025-07-08 | 13F | GK财富管理有限责任公司 | 1,499 | -4.40 | 435 | 13.02 | ||||
| 2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 81 | -6.90 | 21 | -8.70 | ||||
| 2025-07-15 | 13F | 复地资本有限公司 /adv | 29,974 | -1.29 | 8,690 | 16.66 | ||||
| 2025-05-14 | 13F | 索罗斯资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 阿斯彭投资管理公司 | 17,898 | -0.16 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 1,298,315 | -4.62 | 376,395 | 12.72 | ||||
| 2025-07-15 | 13F | 密苏里信托投资公司 | 18,332 | -0.48 | 5,315 | 17.62 | ||||
| 2025-06-24 | NP | NLSAX - Neuberger Berman 多头空头基金 A 类 | 474,651 | -13.62 | 116,109 | -20.95 | ||||
| 2025-07-29 | 13F | 西德尔资产管理公司 | 92,869 | -7.63 | 26,924 | 9.16 | ||||
| 2025-08-26 | NP | NANC - 不寻常的鲸鱼颠覆性民主交易 ETF | 1,776 | -7.11 | 515 | 9.59 | ||||
| 2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 137,542 | -0.63 | 39,875 | 17.44 | ||||
| 2025-07-16 | 13F | Cadent 资本顾问有限公司 | 1,856 | -3.88 | 538 | 13.74 | ||||
| 2025-07-17 | 13F | 正佳资产管理有限公司 | 14,807 | -0.49 | 4 | 33.33 | ||||
| 2025-08-11 | 13F | 沃尔特与基南财务咨询公司 /mi/ /adv | 43,172 | -3.11 | 12,516 | 14.51 | ||||
| 2025-05-13 | 13F | Windward资本管理公司/ca | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | 同心资本策略有限合伙人 | 9,432 | -29.28 | 2,734 | -16.42 | ||||
| 2025-07-01 | 13F | 伯克特金融服务有限公司 | 3,135 | -1.04 | 909 | 16.86 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 68,132 | -9.92 | 19,752 | 6.47 | ||||
| 2025-07-21 | 13F | 资本规划有限责任公司 | 883 | -56.42 | 256 | -48.59 | ||||
| 2025-07-28 | 13F | 高山森林资本投资者有限公司 | 53,090 | -2.50 | 15,391 | 15.24 | ||||
| 2025-08-04 | 13F | 银海岸投资有限责任公司 | 2,393 | -4.81 | 694 | 12.50 | ||||
| 2025-07-09 | 13F | 第一金融公司/in/ | 11,173 | -4.85 | 3,239 | 12.47 | ||||
| 2025-05-29 | NP | VICTORY 可变保险基金 - Victory RS 大盘 Alpha VIP 系列 I 类 | 67,360 | -1.91 | 16,523 | 0.38 | ||||
| 2025-08-06 | 13F | 奥菲特金融有限责任公司 | 16,712 | -2.48 | 4,845 | 15.25 | ||||
| 2025-07-21 | 13F | 基数战略财富指南 | 4,115 | -0.36 | 1,193 | 17.67 | ||||
| 2025-08-26 | NP | IGHSX - Voya 全球股票投资组合 S 级 | 2,255 | -82.81 | 654 | -70.73 | ||||
| 2025-08-12 | 13F | 迪梅奥施耐德有限公司 | 3,321 | -46.89 | 963 | -37.25 | ||||
| 2025-07-23 | 13F | 账户管理有限责任公司 | 13,513 | -3.91 | 3,918 | 13.57 | ||||
| 2025-08-14 | 13F | 明治安田资产管理有限公司 | 85,197 | -28.99 | 24,699 | -16.07 | ||||
| 2025-07-22 | 13F | 罗马诺兄弟公司 | 27,997 | -0.60 | 8,117 | 17.47 | ||||
| 2025-07-08 | 13F | 遗产私人信托公司 | 64,830 | -3.50 | 18,795 | 14.05 | ||||
| 2025-06-27 | NP | THMEX - CCT 主题股票基金机构股 | 5,395 | -19.15 | 1,320 | -26.02 | ||||
| 2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 1,524 | -88.17 | 442 | -85.92 | ||||
| 2025-07-18 | 13F | 洛克曼金融集团公司 | 3,170 | -0.72 | 919 | 17.37 | ||||
| 2025-08-11 | 13F | 沃杜州银行 | 78,476 | -1.27 | 23 | 15.79 | ||||
| 2025-08-14 | 13F | 斯米德资本管理公司 | 648,003 | -34.36 | 187,862 | -22.42 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 股票收益投资组合 | 47,987 | -2.78 | 13,912 | 14.90 | ||||
| 2025-07-09 | 13F | 新罕布什尔银行 | 27,625 | -4.70 | 8,009 | 12.63 | ||||
| 2025-07-08 | 13F | 第一国民军 /ma/ /adv | 4,405 | -0.63 | 1,277 | 17.48 | ||||
| 2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 168,906 | -0.43 | 48,968 | 17.68 | ||||
| 2025-08-06 | 13F | 尤克斯资产管理公司 | 9,432 | -0.35 | 2,735 | 17.79 | ||||
| 2025-07-17 | 13F | 绿叶信托 | 115,294 | -14.33 | 33,425 | 1.25 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 2,535,489 | -2.51 | 735,064 | 15.22 | ||||
| 2025-07-28 | NP | VSTIX - 股票指数基金 | 357,620 | -3.13 | 94,412 | -3.37 | ||||
| 2025-08-14 | 13F | 安大略省投资管理公司 | 266,700 | -26.19 | 77,319 | -12.77 | ||||
| 2025-08-26 | NP | DREVX - 纽约梅隆银行大型证券基金公司 | 318,769 | -4.41 | 92,414 | 12.98 | ||||
| 2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 20,113 | -9.54 | 5,831 | 6.91 | ||||
| 2025-07-29 | 13F | 戈德斯坦顾问有限责任公司 | 4,101 | -0.29 | 1,189 | 17.86 | ||||
| 2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 7,985 | -3.14 | 2,315 | 6.10 | ||||
| 2025-07-09 | 13F | 伯克希尔银行 | 36,614 | -3.34 | 10,615 | 14.24 | ||||
| 2025-08-01 | 13F | 澳大利亚超级有限公司 | 62,712 | -70.75 | 18,181 | -65.43 | ||||
| 2025-08-08 | 13F | 富通集团顾问有限责任公司 | 6,378 | -15.71 | 1,888 | 1.67 | ||||
| 2025-07-24 | 13F | 艾伦财富管理有限公司 | 3,016 | -3.21 | 874 | 14.40 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 14,529,255 | -0.61 | 4,212,175 | 17.47 | ||||
| 2025-08-14 | 13F | 卡玛达财务顾问有限责任公司 | 10,770 | -2.62 | 3,122 | 15.12 | ||||
| 2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 1,415 | -12.92 | 410 | 3.02 | ||||
| 2025-07-31 | 13F | 规划中心有限公司 | 3,674 | -20.48 | 1,065 | -6.00 | ||||
| 2025-08-01 | 13F | 霍华德资本管理公司 | 20,727 | -6.96 | 6,009 | 9.96 | ||||
| 2025-08-12 | 13F | 武尔夫汉森公司 | 12,231 | -2.78 | 3,546 | 14.87 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 13,000 | -20.25 | 3,769 | -5.75 | |||
| 2025-08-13 | 13F | 七泉财富集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 地区金融公司 | 1,168,149 | -1.12 | 338,658 | 16.87 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Call | 204,300 | -2.01 | 59,229 | 15.80 | |||
| 2025-08-11 | 13F | 博蒙特资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | FLCSX - 富达大盘股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 174,958 | -20.93 | 42,798 | -27.64 | ||||
| 2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 197,583 | -0.57 | 57,281 | 17.84 | ||||
| 2025-07-24 | 13F | 汤普森投资管理公司 | 45,163 | -4.71 | 13,093 | 12.63 | ||||
| 2025-07-23 | 13F | Tcfg 财富管理有限责任公司 | 3,482 | -2.60 | 1,009 | 15.18 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 165,500 | -22.15 | 47,980 | -8.00 | |||
| 2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 8,290 | -1.11 | 2,394 | 13.04 | ||||
| 2025-08-14 | 13F | 曼氏集团 | Put | 170,500 | -18.69 | 49,430 | -3.91 | |||
| 2025-08-05 | 13F | 住友生命保险公司 | 102,272 | -2.84 | 29,650 | 14.83 | ||||
| 2025-06-17 | NP | CFVLX - 价值基金股票 | 30,250 | -4.72 | 7,400 | -12.81 | ||||
| 2025-07-23 | 13F | Trueblood 财富管理有限责任公司 | 44,793 | -3.53 | 12,986 | 14.02 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Put | 349,900 | -5.69 | 101,440 | 11.46 | |||
| 2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 142,855 | -0.94 | 37,714 | -1.19 | ||||
| 2025-08-07 | 13F | 梅林投资管理有限公司 | 4,144 | -7.27 | 1,201 | 9.58 | ||||
| 2025-08-26 | NP | GMOV-GMO 美国价值 ETF | 5,838 | -23.38 | 1,692 | -9.42 | ||||
| 2025-08-12 | 13F | 布劳恩史黛西联合公司 | 188,409 | -0.65 | 54,622 | 17.41 | ||||
| 2025-08-11 | 13F | Trajan 财富有限责任公司 | 51,193 | -2.54 | 14,841 | 15.18 | ||||
| 2025-06-26 | NP | HQIAX - 哈特福德股票收益基金 A 类 | 483,506 | -34.09 | 118,275 | -39.68 | ||||
| 2025-08-15 | NP | Guardian 可变产品信托 - Guardian 战略大盘核心 VIP 基金 | 10,833 | -16.75 | 3,141 | -1.63 | ||||
| 2025-07-25 | 13F | 我艾利森有限公司 | 6,080 | -4.85 | 1,763 | 12.44 | ||||
| 2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 31,171 | -4.75 | 9,037 | 12.57 | ||||
| 2025-07-24 | 13F | 支点资本有限责任公司 | 46,858 | -3.51 | 13,585 | 14.05 | ||||
| 2025-05-15 | 13F | 田中资本管理公司 | 217 | -6.47 | 0 | |||||
| 2025-07-21 | 13F | 交易所资本管理公司 | 32,762 | -1.69 | 9,498 | 16.19 | ||||
| 2025-08-04 | 13F | 巴克海特资本管理有限公司 | 17,417 | -40.87 | 5,049 | -30.12 | ||||
| 2025-06-26 | NP | HECO - SPDR Galaxy 对冲数字资产生态系统 ETF | 9,285 | -6.21 | 2,271 | -14.17 | ||||
| 2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 7 | -99.96 | 2 | -99.98 | ||||
| 2025-07-18 | 13F | 极限竞速财富管理有限责任公司 | 17,907 | -0.20 | 5,191 | 17.95 | ||||
| 2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 7,370 | -3.42 | 2,137 | 14.16 | ||||
| 2025-08-06 | 13F | 马尔廷财富管理公司 | 3,489 | -12.09 | 1,011 | 3.91 | ||||
| 2025-08-26 | NP | IWX - iShares Russell 价值 200 强 ETF | 409,654 | -22.34 | 118,763 | -8.22 | ||||
| 2025-07-21 | 13F | 成功的投资组合有限责任公司 | 2,892 | -0.07 | 838 | 18.19 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 4,700,000 | -4.49 | 1,362,577 | 12.89 | |||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 核心股票基金系列 I | 83,812 | -2.80 | 24,298 | 14.88 | ||||
| 2025-08-12 | 13F | APG 资产管理公司 | 2,748,925 | -0.86 | 678,912 | 7.83 | ||||
| 2025-08-26 | NP | QAAHCX - T. Rowe 价格股票收益投资组合 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 51,275 | -1.94 | 14,865 | 15.90 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 1,152,256 | -2.07 | 334,051 | 15.74 | ||||
| 2025-08-12 | 13F | 豪与鲁斯林公司 | 183,468 | -0.38 | 53,189 | 17.74 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL Fidelity 机构资产管理多策略基金 2 级 | 38,138 | -5.66 | 11,057 | 11.50 | ||||
| 2025-08-14 | 13F | 赫罗德顾问公司 | 28,425 | -6.48 | 8,241 | 10.52 | ||||
| 2025-07-30 | 13F | 廉洁顾问公司 | 4,450 | -14.75 | 1,290 | 0.78 | ||||
| 2025-08-06 | 13F | TKG 顾问有限责任公司 | 9,054 | -0.84 | 2,625 | 17.20 | ||||
| 2025-07-28 | NP | DDM - ProShares Ultra Dow30 | 45,012 | -14.84 | 11,883 | -15.05 | ||||
| 2025-08-28 | NP | ARILX - 亚里士多德核心股票基金 II I 类 | 67,098 | -0.90 | 19,452 | 17.12 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 220,100 | -25.87 | 63,809 | -12.39 | |||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 168,300 | -13.82 | 48,792 | 1.85 | |||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 增长和收入投资组合 VC 级 | 71,248 | -10.47 | 20,656 | 5.81 | ||||
| 2025-08-26 | NP | DLQAX - 纽约梅隆银行大盘股票基金 A 类 | 10,821 | -20.36 | 3,137 | -5.85 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 9,955,099 | -8.99 | 2,886,083 | 7.57 | ||||
| 2025-08-14 | 13F | Shellback 资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 第一西部信托银行 | 43,912 | -1.51 | 12,731 | 16.39 | ||||
| 2025-07-02 | 13F | 投资信托 | 21,739 | -47.63 | 6,302 | -38.11 | ||||
| 2025-05-01 | 13F | 莱恩与合伙人有限责任公司 | 2,640 | -1.90 | 648 | -10.01 | ||||
| 2025-06-26 | NP | FCLKX - 富达大盘股票 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,837 | -23.20 | 449 | -29.73 | ||||
| 2025-08-07 | 13F | BHK 投资顾问有限公司 | 7,977 | -8.83 | 2,313 | 7.74 | ||||
| 2025-08-08 | 13F | 咨询资源组 | 1,026 | -6.13 | 297 | 10.82 | ||||
| 2025-07-14 | 13F | 斯威尼与米歇尔有限公司 | 18,050 | -1.02 | 5,178 | 30.93 | ||||
| 2025-07-24 | 13F | 支付宝证券公司 | 47 | -14.55 | 14 | 0.00 | ||||
| 2025-07-15 | 13F | 霍尔·劳里·J 受托人 | 5,665 | -0.44 | 1,642 | 17.71 | ||||
| 2025-08-13 | 13F | 哈梅尔联合公司 | 20,902 | -5.11 | 6,061 | 12.16 | ||||
| 2025-08-14 | 13F | 原资本有限责任公司 | 4,631 | -11.22 | 1,343 | 4.93 | ||||
| 2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 170,147 | -0.70 | 49,327 | 17.35 | ||||
| 2025-08-05 | 13F | 关键金融公司 | 23,233 | -0.09 | 6,735 | 18.10 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 1,964,798 | -15.60 | 480,629 | -22.76 | ||||
| 2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 1,813 | -13.91 | 526 | 1.74 | ||||
| 2025-07-14 | 13F | 蓝天财富顾问有限责任公司 | 3,458 | -8.23 | 1,003 | 8.44 | ||||
| 2025-08-07 | 13F | 提克豪投资管理公司 | 4,070 | -50.00 | 1,180 | -40.93 | ||||
| 2025-08-13 | 13F | Alerus 金融纳 | 80,627 | -4.04 | 23,375 | 13.42 | ||||
| 2025-06-26 | NP | FNKLX - 富达系列价值发现基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,248,600 | -35.59 | 305,433 | -41.05 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 4,141 | -2.47 | 1,201 | 15.27 | ||||
| 2025-08-14 | 13F | 什未林博伊尔资本管理公司 | 124,625 | -11.06 | 36,130 | 5.12 | ||||
| 2025-07-01 | 13F | 苏福尔斯第一国民银行 | 8,294 | -0.84 | 2,405 | 17.21 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 14,949 | -8.26 | 4,334 | 8.43 | ||||
| 2025-06-25 | NP | AQEAX - 哥伦比亚纪律核心基金 A 类 | 77,244 | -66.03 | 18,895 | -68.91 | ||||
| 2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 4,793 | -12.87 | 1,390 | 2.97 | ||||
| 2025-07-25 | 13F | 乌迪内财富管理有限公司 | 30,752 | -6.23 | 8,915 | 10.83 | ||||
| 2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 25,755 | -1.88 | 7,467 | 15.97 | ||||
| 2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 8,072,782 | -1.13 | 1,974,764 | -9.52 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 5,420,044 | -6.00 | 1,582,653 | 20.02 | ||||
| 2025-08-04 | 13F | 五月花财务顾问有限责任公司 | 17,916 | -3.82 | 5,194 | 13.66 | ||||
| 2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 1,944 | -45.15 | 564 | -35.21 | ||||
| 2025-07-24 | NP | FSDIX - 富达战略股息和收益基金 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 | 45,774 | -7.10 | 12,084 | -7.33 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 82,295 | -2.02 | 20,131 | -10.33 | ||||
| 2025-07-30 | 13F | 家族资本信托公司 | 49,894 | -4.06 | 14,464 | 13.39 | ||||
| 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 | 1,603,195 | -0.26 | 423,243 | -0.51 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 70,278 | -17.93 | 20 | -4.76 | ||||
| 2025-08-04 | 13F | 萨克森资本管理有限责任公司 | 1,252 | -12.93 | 363 | 3.13 | ||||
| 2025-03-27 | NP | 富国银行大师信托 - 富国银行多元化大盘成长投资组合 多元化大盘成长投资组合 | 3,683 | -10.78 | 984 | 7.42 | ||||
| 2025-07-31 | 13F | WFA资产管理公司 | 1,053 | -13.40 | 213 | -12.76 | ||||
| 2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 15,355 | -3.51 | 4,054 | -3.75 | ||||
| 2025-05-30 | NP | PWLBX - PIMCO RAE Worldwide 多头/空头 PLUS 基金 A 类 | 958 | -80.72 | 235 | -80.35 | ||||
| 2025-08-11 | 13F | Primecap 管理公司/ca/ | 5,045,127 | -0.06 | 1,462,633 | 18.11 | ||||
| 2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 18,440 | -0.39 | 5,346 | 17.75 | ||||
| 2025-06-25 | NP | 安联多元化收益及可转换基金 | 5,835 | -26.23 | 1,427 | -32.50 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 178,684 | -13.57 | 51,802 | 2.15 | ||||
| 2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 237,421 | -22.78 | 68,831 | -8.74 | ||||
| 2025-08-07 | 13F | 传统财务顾问公司 | 34,280 | -9.69 | 9,938 | 6.73 | ||||
| 2025-08-11 | 13F | 遗产财富顾问 | 10,853 | -9.78 | 3,146 | 6.64 | ||||
| 2025-08-04 | 13F | NBZ 投资顾问有限公司 | 3,999 | -13.89 | 1,159 | 1.76 | ||||
| 2025-05-30 | NP | PTSOX - PIMCO RAE PLUS 国际基金 A 类 | 278 | -80.57 | 68 | -80.17 | ||||
| 2025-07-15 | 13F | 退休收入解决方案公司 | 4,099 | -2.27 | 1,188 | 15.56 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 1,402 | -8.43 | 406 | 8.27 | ||||
| 2025-08-26 | NP | 贝莱德增强股本股息信托 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 | 72,516 | -33.07 | 21,023 | -20.90 | ||||
| 2025-07-10 | 13F | 高净值咨询集团有限责任公司 | 10,176 | -5.17 | 2,951 | 12.08 | ||||
| 2025-08-14 | 13F | 投资公司 | 6,316 | -5.62 | 1,831 | 11.58 | ||||
| 2025-05-15 | 13F | 托尔森财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | MBL 财富有限责任公司 | 9,917 | -2.14 | 2,875 | 15.69 | ||||
| 2025-08-12 | 13F | 马里波财富管理有限公司 | 4,131 | -14.35 | 1,196 | 1.01 | ||||
| 2025-08-08 | 13F | 橡树丰收投资服务 | 99,057 | -0.29 | 28,718 | 17.85 | ||||
| 2025-06-25 | NP | RLCAX - 哥伦比亚纪律价值基金 A 类 | 29,860 | -9.31 | 7,304 | -17.00 | ||||
| 2025-07-29 | 13F | 霍斯特与格拉本财富管理有限责任公司 | 2,732 | -0.22 | 792 | 18.03 | ||||
| 2025-08-06 | 13F | 方正金融证券有限公司 | 15,309 | -0.56 | 4,438 | 18.54 | ||||
| 2025-08-15 | 13F | Audent 全球资产管理有限责任公司 | 11,159 | -0.48 | 3,235 | 17.64 | ||||
| 2025-07-08 | 13F | 小房子资本有限公司 | 27,820 | -16.14 | 8,065 | -0.88 | ||||
| 2025-08-12 | 13F | 泰仁资本有限公司 | 17,000 | -71.18 | 4,928 | -65.95 | ||||
| 2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
| 2025-05-30 | NP | PEFIX - PIMCO RAE PLUS EMG 机构基金 | 371 | -85.56 | 91 | -85.20 | ||||
| 2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 6,666 | -4.79 | 1,921 | 11.82 | ||||
| 2025-08-06 | 13F | 可持续洞察资本管理有限责任公司 | 8,225 | -61.48 | 2,385 | -54.48 | ||||
| 2025-07-08 | 13F | Lingohr & Partner 资产管理有限公司 | 1,776 | -93.31 | 1 | -100.00 | ||||
| 2025-08-07 | 13F | 罗斯莫尔私人资本 | 93,308 | -1.03 | 27,051 | 16.97 | ||||
| 2025-04-25 | NP | FGIRX - 富达顾问成长与收入基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,643 | -3.53 | 14,461 | 2.24 | ||||
| 2025-04-09 | 13F | 韦博塞特研究与管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-11 | 13F | 赫布斯特集团有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 艾睿金融公司 | 26,321 | -2.21 | 7,631 | 15.57 | ||||
| 2025-08-13 | 13F | 丹佛财富管理公司 | 1,845 | -0.70 | 535 | 17.36 | ||||
| 2025-07-16 | 13F | 流苏资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 长荣财富解决方案有限责任公司 | 5,161 | -5.82 | 1,496 | 11.31 | ||||
| 2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 319,664 | -4.01 | 92,674 | 13.45 | ||||
| 2025-07-17 | 13F | 阿尔特斯财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | E&G 顾问有限合伙人 | 31,016 | -2.51 | 8,974 | 15.17 | ||||
| 2025-07-21 | 13F | ZWJ投资顾问公司 | 232,641 | -1.99 | 67,445 | 15.83 | ||||
| 2025-07-24 | 13F | 第一信托投资顾问公司 | 132,411 | -1.35 | 38 | 18.75 | ||||
| 2025-08-20 | NP | FOBAX - 机构平衡基金 | 3,975 | -1.24 | 1,152 | 16.72 | ||||
| 2025-07-22 | 13F | 普利茅斯信托有限公司 | 45,502 | -0.65 | 13,191 | 17.42 | ||||
| 2025-08-14 | 13F | 有远见的财富顾问 | 55,694 | -0.49 | 16,146 | 17.61 | ||||
| 2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 大盘价值系列 | 9,160 | -3.91 | 2,656 | 13.56 | ||||
| 2025-08-04 | 13F | 新月英镑有限公司 | 15,685 | -9.73 | 4,547 | 6.69 | ||||
| 2025-07-11 | 13F | 温莎资本管理有限公司 | 9,991 | -4.71 | 2,897 | 12.64 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 1,135,803 | -0.28 | 329,281 | 17.86 | ||||
| 2025-08-18 | 13F | Onefund有限责任公司 | 7,619 | -1.22 | 2 | -99.89 | ||||
| 2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 1,053 | -86.04 | 305 | -83.50 | ||||
| 2025-08-13 | 13F | 湾景资产管理有限公司 | 9,000 | -0.63 | 2,609 | 17.47 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 32,651 | -4.40 | 7,987 | -12.51 | ||||
| 2025-07-31 | 13F | 城邦银行 | 8,538 | -1.49 | 2,475 | 16.42 | ||||
| 2025-07-08 | 13F | 巴德金融服务公司 | 44,660 | -2.24 | 12,947 | 15.54 | ||||
| 2025-07-29 | 13F | 纬度顾问有限责任公司 | 5,148 | -0.96 | 1,492 | 17.02 | ||||
| 2025-07-29 | 13F | Arcus 资本合伙人有限责任公司 | 1,338 | -1.47 | 388 | 16.22 | ||||
| 2025-07-28 | 13F | 双树管理有限公司 | Call | 65,100 | -26.69 | 18,873 | -13.36 | |||
| 2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 11,508 | -0.03 | 3,336 | 18.17 | ||||
| 2025-07-29 | NP | SCPAX - Siit 大盘纪律股票基金 - A 类 | 87,400 | -6.80 | 23,074 | -7.03 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 10,255 | -4.62 | 2,973 | 12.70 | ||||
| 2025-08-12 | 13F | EULAV资产管理 | 13,000 | -13.35 | 3,769 | 2.39 | ||||
| 2025-08-12 | 13F | 传统金融集团公司 | 1,967 | -11.16 | 570 | 4.97 | ||||
| 2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 7,203 | -0.36 | 2,088 | 17.77 | ||||
| 2025-08-11 | 13F | 北四十二公司 | 3,414 | -2.37 | 990 | 15.40 | ||||
| 2025-08-27 | NP | PJIAX - PGIM JENNISON 股权机会基金 A 类 | 47,229 | -8.88 | 13,692 | 7.70 | ||||
| 2025-08-19 | 13F | 西姆有限责任公司 | 8,600 | -0.76 | 2,493 | 17.32 | ||||
| 2025-08-13 | 13F | 波士顿家族办公室有限公司 | 46,211 | -1.55 | 13 | 18.18 | ||||
| 2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 123,591 | -1.50 | 35,830 | 16.42 | ||||
| 2025-07-15 | 13F | Am投资策略有限公司 | 25,786 | -1.05 | 7 | 16.67 | ||||
| 2025-07-24 | 13F | 灯塔桥财富合作伙伴有限责任公司 | 2,118 | -5.06 | 614 | 12.25 | ||||
| 2025-07-09 | 13F | PFW 顾问有限责任公司 | 4,888 | -2.80 | 1,417 | 14.92 | ||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 1,690 | -61.83 | 490 | -54.97 | ||||
| 2025-08-13 | 13F | 法国集团 | Put | 7,000 | -26.32 | 2,029 | -12.92 | |||
| 2025-05-15 | 13F | 专题财富顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 55,851 | -3.15 | 14,745 | -3.39 | ||||
| 2025-08-07 | 13F | PCG 财富顾问有限责任公司 | 715 | -22.62 | 207 | -8.41 | ||||
| 2025-07-30 | 13F | 受托家族办公室有限责任公司 | 14,238 | -0.56 | 4,128 | 17.51 | ||||
| 2025-07-30 | 13F | Wbh 咨询公司 | 12,589 | -10.24 | 3,650 | 6.08 | ||||
| 2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 32,432 | -69.41 | 9,402 | -63.85 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 21,907,008 | -2.28 | 6,354,802 | 15.54 | ||||
| 2025-05-29 | NP | BWLAX - American Beacon Bridgeway 大盘价值基金 A 类 | 28,500 | -3.39 | 6,991 | -1.13 | ||||
| 2025-07-14 | 13F | 拉弗勒尔和戈弗雷有限责任公司 | 138,838 | -0.32 | 40,250 | 17.81 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 108,900 | -43.98 | 31,571 | -33.79 | ||||
| 2025-08-07 | 13F | 深刻顾问有限公司 | 40,115 | -8.74 | 11,630 | 7.86 | ||||
| 2025-08-14 | 13F | LWM 咨询服务有限公司 | 5,269 | -3.74 | 1,528 | 13.87 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 191,012 | -1.23 | 55 | 17.02 | ||||
| 2025-08-14 | 13F | 明星金融银行 | 5,366 | -3.94 | 1,556 | 13.50 | ||||
| 2025-08-13 | 13F | 梅菲尔咨询集团有限责任公司 | 3,718 | -0.56 | 1,074 | 17.01 | ||||
| 2025-07-28 | 13F | 卡拉汉顾问有限责任公司 | 99,012 | -1.52 | 28,705 | 16.38 | ||||
| 2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 23,671 | -0.20 | 6,863 | 17.94 | ||||
| 2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 229,054 | -2.59 | 60,470 | -2.83 | ||||
| 2025-08-07 | 13F | 布里奥顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | 信托投资顾问 | 9,582 | -8.45 | 2,778 | 8.18 | ||||
| 2025-05-15 | 13F | 格兰德吉恩资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 15,502 | -29.05 | 4,494 | -16.14 | ||||
| 2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 3,459 | -17.99 | 1,003 | -3.09 | ||||
| 2025-06-26 | NP | TRLIX - TIAA-CREF 大盘价值基金机构类别 | 1,015,164 | -7.07 | 248,329 | -14.96 | ||||
| 2025-07-22 | NP | FSTBX - 联邦全球配置基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,279 | -38.46 | 866 | -38.65 | ||||
| 2025-07-15 | 13F | 诺登集团有限公司 | 20,892 | -1.30 | 6,057 | 16.64 | ||||
| 2025-07-25 | NP | NMIAX - 哥伦比亚大盘增强型核心基金 A 类 | 37,726 | -4.28 | 9,960 | -4.52 | ||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 19,178 | -44.85 | 5,560 | -34.19 | ||||
| 2025-08-27 | NP | VPCCX - Vanguard PRIMECAP 核心基金投资者股份 | 764,828 | -16.01 | 221,731 | -0.73 | ||||
| 2025-07-16 | 13F | 勇敢资产管理公司 | 47,682 | -2.02 | 13,828 | 15.84 | ||||
| 2025-08-11 | 13F | 洛布罗肯布罗公司 | 143,416 | -1.42 | 41,578 | 16.51 | ||||
| 2025-07-23 | 13F | 独角鲸资本管理公司 | 126,494 | -3.13 | 36,672 | 14.48 | ||||
| 2025-08-18 | 13F | 战术顾问有限责任公司 | 2,477 | -26.85 | 718 | 5.75 | ||||
| 2025-07-21 | 13F | 阿什顿托马斯证券有限责任公司 | 4,451 | -6.18 | 1,292 | 11.01 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 6,622 | -0.03 | 1,920 | 18.17 | ||||
| 2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 18,479 | -5.21 | 4,520 | -13.26 | ||||
| 2025-08-04 | 13F | 双城私人财富有限责任公司 | 12,396 | -33.11 | 3,594 | -20.95 | ||||
| 2025-07-07 | 13F | 威尔逊和鲍彻资本管理有限责任公司 | 2,051 | -3.98 | 595 | 13.58 | ||||
| 2025-07-18 | 13F | 帕森斯资本管理公司/ri | 140,314 | -41.89 | 40,678 | -31.32 | ||||
| 2025-07-02 | 13F | 挪威储蓄银行 | 21,920 | -0.83 | 6,355 | 17.21 | ||||
| 2025-07-11 | 13F | 托马斯维尔国家银行 | 102,110 | -2.10 | 29,603 | 15.70 | ||||
| 2025-08-12 | 13F | 北极星金融公司 | 2,295 | -8.96 | 665 | 7.61 | ||||
| 2025-09-03 | 13F | Q3 资产管理 | 0 | -100.00 | 0 | |||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 145,086 | -10.16 | 35,491 | -17.78 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 保存资产配置组合 | 12,400 | -5.34 | 3,595 | 11.86 | ||||
| 2025-08-13 | 13F | F/M 投资有限责任公司 | 112,773 | -0.77 | 32,694 | 17.28 | ||||
| 2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 10,548 | -2.13 | 3,058 | 15.66 | ||||
| 2025-08-14 | 13F | 晴雨表资本管理公司 | 43,400 | -17.51 | 12,522 | -2.38 | ||||
| 2025-07-11 | 13F | 港湾资本顾问有限公司 | 47,002 | -0.38 | 13,725 | 27.19 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 4,086,843 | -0.63 | 1,184,845 | 17.44 | ||||
| 2025-07-30 | NP | ZDIVX - Zacks 股息基金投资者类别股份 | 21,872 | -9.96 | 5,774 | -10.17 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 37,702 | -0.77 | 10,930 | 17.27 | ||||
| 2025-07-30 | 13F | Axiom 金融策略有限公司 | 1,539 | -31.51 | 446 | -19.06 | ||||
| 2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,283,114 | -9.52 | 338,742 | -9.74 | ||||
| 2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 60,471 | -11.09 | 14,792 | -18.64 | ||||
| 2025-07-23 | 13F | 比林尼联营公司 | 10,713 | -0.46 | 3 | 50.00 | ||||
| 2025-07-17 | 13F | 联盟财富顾问有限责任公司 | 4,209 | -7.98 | 1,220 | 8.73 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 935,524 | -0.56 | 271,218 | 17.52 | ||||
| 2025-08-12 | 13F | 伊利诺伊大学基金会 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 达格科公司 | 13,950 | -1.21 | 4,044 | 16.78 | ||||
| 2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 11,315 | -0.67 | 2,987 | -0.90 | ||||
| 2025-07-31 | 13F | 新罕布什尔信托 | 33,566 | -0.02 | 9,731 | 18.17 | ||||
| 2025-08-13 | 13F | Flow Traders 美国有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 1,795,338 | -1.60 | 520 | 16.33 | ||||
| 2025-08-01 | 13F | 枪证券公司 | 10,758 | -48.64 | 3,185 | -40.43 | ||||
| 2025-07-28 | 13F | 卡特勒投资顾问有限公司 | 48,062 | -1.50 | 13,934 | 16.41 | ||||
| 2025-07-22 | 13F | 人民银行/哦 | 9,868 | -0.75 | 2,861 | 17.26 | ||||
| 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 | 95,630 | -1.39 | 27,724 | 16.54 | ||||
| 2025-05-05 | 13F | PCA投资咨询服务公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 定制索引系统有限公司 | 3,889 | -0.66 | 1,127 | 17.40 | ||||
| 2025-08-14 | 13F | Clg有限责任公司 | 2,879 | -3.97 | 835 | 13.47 | ||||
| 2025-08-14 | 13F | 沃顿商业集团有限责任公司 | 194,443 | -9.73 | 56 | 7.69 | ||||
| 2025-08-25 | NP | ANWPX - 新视角基金A类 | 6,025,319 | -9.54 | 1,746,800 | 6.91 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 1,329,821 | -6.99 | 385,528 | 12.64 | ||||
| 2025-08-05 | 13F | 托丽有限公司 | 53,404 | -14.00 | 15,482 | 1.64 | ||||
| 2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 83,847 | -9.72 | 20,511 | -17.38 | ||||
| 2025-07-22 | 13F | 爱荷华州立银行 | 67,257 | -0.78 | 19,498 | 17.27 | ||||
| 2025-07-16 | 13F | 旧港顾问公司 | 26,201 | -0.35 | 7,596 | 17.79 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 240,248 | -12.75 | 69,650 | 3.12 | ||||
| 2025-08-05 | 13F | 纽约以色列贴现银行 | 1,629 | -10.69 | 472 | 5.59 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 67,204 | -0.38 | 19,483 | 17.74 | ||||
| 2025-07-10 | 13F | PMV 资本顾问有限责任公司 | 22 | -91.20 | 6 | -90.16 | ||||
| 2025-08-08 | 13F | 公民金融集团公司/ri | 305,191 | -0.52 | 88,478 | 17.57 | ||||
| 2025-08-05 | 13F | 百年银行/AR/ | 9,178 | -0.92 | 2,661 | 17.08 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 33,792 | -3.69 | 9,797 | 13.83 | ||||
| 2025-07-16 | 13F | 费希尔金融服务公司 | 18,989 | -1.87 | 5,495 | 15.78 | ||||
| 2025-07-18 | 13F | 布尔金资本管理有限公司 | 92,194 | -2.49 | 26,728 | 15.24 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 548,139 | -1.00 | 158,911 | 17.00 | ||||
| 2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 339,666 | -28.07 | 98,473 | -14.99 | ||||
| 2025-07-10 | 13F | 社区信托投资公司 | 166,410 | -1.51 | 48,244 | 16.41 | ||||
| 2025-07-29 | NP | VFAIX - 先锋金融指数基金海军上将股票 | 4,515,361 | -3.66 | 1,192,055 | -3.89 | ||||
| 2025-08-05 | 13F | 高线资本管理有限责任公司 | 28,417 | -0.40 | 8,238 | 17.72 | ||||
| 2025-08-08 | 13F | 万洲基石投资公司 | 1,845 | -11.30 | 535 | 4.71 | ||||
| 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 | 154,425 | -1.74 | 44,769 | 16.12 | ||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 721 | -3.74 | 209 | 14.21 | ||||
| 2025-07-24 | 13F | 韦弗资本管理有限公司 | 15,329 | -0.99 | 4,444 | 17.04 | ||||
| 2025-07-17 | 13F | 大卫·肯农公司 | 861 | -5.49 | 250 | 11.66 | ||||
| 2025-08-13 | 13F | 资本国际有限公司/ca/ | 168,102 | -8.98 | 48,734 | 7.58 | ||||
| 2025-07-15 | 13F | 威尔西资产管理公司 | 143,934 | -0.15 | 41,728 | 18.01 | ||||
| 2025-07-30 | 13F | 第一州际银行 | 32,248 | -16.72 | 9,349 | -1.57 | ||||
| 2025-08-12 | 13F | JL 班布里奇公司 | 3,138 | -0.06 | 910 | 18.05 | ||||
| 2025-07-23 | 13F | Cornerstone Enterprises, Llc | 9,495 | -37.15 | 2,753 | -25.72 | ||||
| 2025-08-14 | 13F | 七英里咨询 | 8,360 | -0.91 | 2,424 | 17.11 | ||||
| 2025-07-14 | 13F | 清港资产管理有限责任公司 | 108,244 | -1.76 | 31,381 | 16.11 | ||||
| 2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 266,020 | -19.63 | 77,122 | -5.02 | ||||
| 2025-05-12 | 13F | 瑞穗证券美国有限公司 | 223,884 | -16.09 | 54,919 | -14.14 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 836,670 | -11.52 | 242,559 | 4.58 | ||||
| 2025-06-18 | NP | REYX - Y 类股票收益基金 | 14,868 | -17.43 | 3,637 | -24.43 | ||||
| 2025-08-01 | 13F | 弗格森·夏皮罗有限责任公司 | 923 | -1.39 | 267 | 16.59 | ||||
| 2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 22,796 | -2.95 | 6,609 | 14.72 | ||||
| 2025-08-08 | 13F | 尼克松皮博迪信托公司 | 84,708 | -0.44 | 24,558 | 17.67 | ||||
| 2025-08-15 | 13F | 战略投资顾问/MI | 20,354 | -5.23 | 5,885 | 11.69 | ||||
| 2025-08-13 | 13F | 万博特联合有限责任公司 | 4,267 | -4.35 | 1,239 | 13.98 | ||||
| 2025-05-13 | 13F | 金牛资产管理有限公司 | 203,431 | -1.17 | 49,902 | 1.13 | ||||
| 2025-08-28 | NP | MNRMX - 庄园基金 | 1,583 | -5.77 | 459 | 11.17 | ||||
| 2025-07-10 | 13F | 赫洛财富管理集团有限公司 | 5,824 | -4.48 | 1,688 | 12.91 | ||||
| 2025-07-22 | 13F | Apexium 金融有限公司 | 37,832 | -19.15 | 10,968 | -4.45 | ||||
| 2025-07-17 | 13F | 哈尔伯特·哈格罗夫全球顾问有限公司 | 293 | -8.15 | 85 | 7.69 | ||||
| 2025-07-22 | 13F | 综合财务顾问机构有限公司 | 29,397 | -5.36 | 8,522 | 11.85 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 14,018 | -2.77 | 4,064 | 14.90 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | 动态顾问解决方案有限责任公司 | 82,557 | -0.25 | 23,934 | 17.90 | ||||
| 2025-08-14 | 13F | Mbb 公共市场 I Llc | 1,096 | -18.27 | 318 | -3.35 | ||||
| 2025-07-29 | NP | TRSGX - T. Rowe 价格谱适度增长配置基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 111,627 | -6.38 | 29,470 | -6.61 | ||||
| 2025-07-25 | 13F | 哈特兰银行信托公司 | 13,550 | -2.91 | 3,928 | 14.75 | ||||
| 2025-05-14 | 13F | 希尔投资集团合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 66,651 | -1.07 | 19,323 | 16.93 | ||||
| 2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -55,546 | -16,103 | |||||
| 2025-07-21 | 13F | 纽敦第一国民银行及信托公司 | 7,919 | -6.88 | 2,296 | 10.02 | ||||
| 2025-07-18 | 13F | 信托金融公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-27 | NP | RYKIX - 银行基金投资者类别 | 4,140 | -5.24 | 1,200 | 12.04 | ||||
| 2025-08-13 | 13F | DL卡尔森投资集团公司 | 35,594 | -4.93 | 10,319 | 12.36 | ||||
| 2025-08-08 | 13F | 灯塔港财富顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Enclave 顾问有限公司 | 4,717 | -0.46 | 1,367 | 17.64 | ||||
| 2025-08-27 | NP | CDGCX - 克劳福德股息增长基金 - C 类 | 2,000 | -33.33 | 580 | -21.22 | ||||
| 2025-05-22 | NP | HLGE - 哈特福德长寿经济 ETF | 169 | -11.05 | 41 | -8.89 | ||||
| 2025-08-04 | 13F | 雷德财富有限责任公司 | 3,491 | -0.51 | 1,012 | 17.67 | ||||
| 2025-07-29 | NP | PPADX - GMO 美国机会主义价值基金 III 级 | 49,194 | -28.00 | 12,987 | -28.18 | ||||
| 2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 6,811 | -6.08 | 1,975 | 10.96 | ||||
| 2025-08-05 | 13F | WG Shaheen & Associates DBA Whitney & Co | 92,493 | -1.29 | 26,815 | 16.66 | ||||
| 2025-07-22 | 13F | Hillcrest 财富顾问 - 纽约有限责任公司 | 2,995 | -11.65 | 868 | 4.45 | ||||
| 2025-07-25 | NP | MEIAX - MFS价值基金A | 9,168,141 | -2.76 | 2,420,389 | -3.00 | ||||
| 2025-08-05 | 13F | 新泽西更好教育储蓄信托基金 | 847 | -71.93 | 246 | -66.89 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds II, Inc. - BlackRock Total Return 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 | 2,358 | -7.49 | 684 | 9.28 | ||||
| 2025-07-30 | 13F | 洛恩·斯坦伯格财富管理公司 | 38,520 | -0.79 | 11,167 | 17.26 | ||||
| 2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 92,063 | -2.56 | 26,690 | 15.16 | ||||
| 2025-07-29 | 13F | Sage 私人财富集团有限责任公司 | 4,474 | -1.61 | 1,297 | 16.32 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 86,029 | -3.35 | 25 | 14.29 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 4,599 | -3.73 | 1,333 | 13.83 | ||||
| 2025-07-30 | NP | VUSE - Vident 核心美国股票基金 | 45,612 | -16.30 | 12,042 | -16.51 | ||||
| 2025-05-14 | 13F | ExodusPoint 资本管理公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-05-14 | 13F | ExodusPoint 资本管理公司 | Call | 0 | -100.00 | 0 | ||||
| 2025-07-07 | 13F | 圣克莱尔顾问有限责任公司 | 6,160 | -3.14 | 1,786 | 14.42 | ||||
| 2025-04-28 | 13F | 布芬顿·莫尔·麦克尼尔 | 54,788 | -18.43 | 13,440 | -16.53 | ||||
| 2025-06-26 | NP | FRBAX - 区域银行基金 A 类 | 62,054 | -13.50 | 15,180 | -20.84 | ||||
| 2025-08-25 | NP | SDVGX - Sit 股息增长基金 - I 类 | 15,000 | -4.91 | 4,349 | 12.38 | ||||
| 2025-08-14 | 13F | Matrix私人资本集团有限公司 | 8,693 | -11.07 | 2,520 | 5.13 | ||||
| 2025-08-14 | 13F | 总督巷 LP | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | TLARX - Transamerica 大核心 R | 15,023 | -0.93 | 3,675 | -9.35 | ||||
| 2025-06-26 | NP | QUVU - 哈特福德质量价值 ETF | 31,976 | -0.58 | 7,822 | -9.03 | ||||
| 2025-07-29 | 13F | TrueMark 投资有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 1,830,051 | -1.35 | 530,550 | 16.59 | ||||
| 2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 9,680 | -3.39 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | 阿德尔·哈里曼和卡彭特公司 | 115,465 | -0.97 | 33,474 | 17.04 | ||||
| 2025-08-08 | 13F | ERTS 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 143,064 | -0.95 | 41,476 | 17.06 | ||||
| 2025-06-26 | NP | ITTAX - 哈特福德多元资产收入和增长基金 A 类 | 9,138 | -3.73 | 2,235 | -11.90 | ||||
| 2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 314,466 | -3.94 | 91,167 | 13.53 | ||||
| 2025-08-15 | 13F | 曼哈顿西资产管理有限公司 | 28,115 | -23.41 | 8,151 | -9.47 | ||||
| 2025-07-24 | 13F | 3Chopt 投资伙伴有限责任公司 | 17,993 | -0.42 | 5,216 | 17.69 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 490,538 | -13.83 | 142,212 | 1.84 | ||||
| 2025-08-04 | 13F | 现场和主要银行 | 31,459 | -3.97 | 9,120 | 13.48 | ||||
| 2025-07-29 | 13F | 雷莫尔社区银行 | 54,390 | -2.39 | 15,768 | 15.36 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 4,960,424 | -3.00 | 1,438,076 | 14.64 | ||||
| 2025-07-22 | 13F/A | 德克萨斯州金斯顿资本合伙有限公司 | 9,836 | -17.70 | 2,851 | -2.76 | ||||
| 2025-08-13 | 13F | 亨德肖特投资公司 | 7,945 | -6.56 | 2,303 | 10.46 | ||||
| 2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 1,605 | -19.47 | 465 | -4.71 | ||||
| 2025-07-24 | 13F | Brücke Financial, Inc. | 7,373 | -3.62 | 2,137 | 14.22 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 1,196 | -4.55 | 347 | 12.70 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 1,372,090 | -1.48 | 397,779 | 16.43 | ||||
| 2025-08-14 | 13F | 马林银行 | 3,922 | -4.43 | 1,137 | 13.02 | ||||
| 2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 103,297 | -28.25 | 29,947 | -15.21 | ||||
| 2025-08-29 | NP | JAEEX - 股权收益信托资产净值 | 53,421 | -3.80 | 15,487 | 13.69 | ||||
| 2025-08-28 | NP | SUSSX - 道富机构美国股票基金服务类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 23,082 | -9.90 | 6,692 | 6.48 | ||||
| 2025-07-30 | 13F | CMG 全球控股有限公司 | 2,400 | -2.87 | 716 | 18.38 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 收入与成长基金初始类别 | 8,463 | -4.30 | 2,454 | 13.09 | ||||
| 2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 654,128 | -4.25 | 189,638 | 13.16 | ||||
| 2025-08-13 | NP | DIVHX - 卡特勒股票基金 II 类股票 | 23,428 | -2.09 | 6,792 | 15.73 | ||||
| 2025-07-23 | 13F | 诺蒂斯·麦康纳蒂·爱德华 | 9,843 | -1.11 | 2,854 | 16.88 | ||||
| 2025-08-08 | 13F | 投资伙伴有限公司 | 18,093 | -9.48 | 5,245 | 6.98 | ||||
| 2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 80,867 | -2.19 | 23,444 | 15.60 | ||||
| 2025-08-12 | 13F | Accordant 咨询集团 | 500 | -0.20 | 145 | 18.03 | ||||
| 2025-08-12 | 13F | Ci投资公司 | 1,193,043 | -13.14 | 346 | 2.68 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 66,519 | -32.92 | 19,032 | -21.76 | ||||
| 2025-08-12 | 13F | 哈弗福德金融服务公司 | 66,079 | -0.26 | 19,157 | 17.87 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 5,240 | -2.71 | 1,519 | 14.99 | ||||
| 2025-08-22 | NP | 德国 DWS 变量系列 II - DWS CROCI US VIP A 级 | 14,877 | -30.46 | 4,313 | -17.82 | ||||
| 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 | 5,852 | -6.77 | 1,697 | 10.20 | ||||
| 2025-08-07 | 13F | 马赛克金融集团有限公司 | 9,281 | -0.16 | 3 | 0.00 | ||||
| 2025-06-30 | NP | CVY - Invesco Zacks 多资产收益 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,392 | -9.22 | 1,074 | -16.94 | ||||
| 2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 5,714 | -3.82 | 1,656 | 13.66 | ||||
| 2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 42,036 | -4.18 | 10,283 | -12.31 | ||||
| 2025-07-16 | 13F | 卡哈巴财富管理公司 | 2,500 | -4.40 | 725 | 12.95 | ||||
| 2025-05-09 | 13F | 韦德财务咨询公司 | 1,010 | -3.26 | 248 | -1.20 | ||||
| 2025-07-23 | 13F | 科恩资本管理公司 | 86,118 | -0.23 | 24,966 | 17.91 | ||||
| 2025-08-12 | 13F | 维斯特资本有限公司 | 1,277 | -99.16 | 0 | -100.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA MFS 马萨诸塞州投资者信托投资组合 1 级 | 64,805 | -18.62 | 15,853 | -25.53 | ||||
| 2025-08-14 | 13F | 迈尔斯电力公司 | 1,500,966 | -9.73 | 435,145 | 6.69 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 蓝筹收入和增长基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 666,861 | -3.73 | 193,330 | 13.78 | ||||
| 2025-07-17 | 13F | ERn 金融有限责任公司 | 1,820 | -72.06 | 528 | -67.00 | ||||
| 2025-08-08 | 13F | 加拿大邮政公司注册养老金计划 | 71,045 | -20.63 | 20,597 | -6.19 | ||||
| 2025-07-15 | 13F | 克拉鲁斯集团公司 | 5,506 | -1.47 | 1,596 | 16.50 | ||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 24,855 | -22.63 | 7,206 | -8.55 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 4,130 | -43.58 | 1,197 | -33.31 | ||||
| 2025-07-31 | 13F | 李丹纳巴斯公司 | 25,865 | -6.24 | 7,498 | 10.82 | ||||
| 2025-08-12 | 13F | 普特南佛罗里达投资管理公司 | 330,730 | -1.02 | 95,882 | 16.98 | ||||
| 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 | 838,138 | -0.26 | 205,025 | -8.72 | ||||
| 2025-08-06 | 13F | 贸易风有限责任公司。 | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | 华侨银行 | 82,885 | -16.60 | 24,020 | -1.25 | ||||
| 2025-08-11 | 13F | 石桥投资管理公司，LCC | 2,487 | -0.88 | 721 | 17.24 | ||||
| 2025-07-15 | 13F/A | 吴咨询有限责任公司 | 1,008 | -0.69 | 292 | 17.74 | ||||
| 2025-08-14 | 13F | 布里奇威资本管理公司 | 115,206 | -6.63 | 33,399 | 10.35 | ||||
| 2025-07-18 | 13F | TruNorth 资本管理有限公司 | 3,095 | -15.41 | 897 | 0.00 | ||||
| 2025-07-30 | 13F | 罗曼·巴特勒·富勒顿公司 | 11,446 | -1.45 | 3,418 | 26.27 | ||||
| 2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 26,033 | -3.29 | 7,547 | 14.31 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 11,482 | -1.12 | 3,329 | 16.85 | ||||
| 2025-07-24 | NP | FBALX - 富达平衡基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 678,879 | -18.09 | 179,224 | -18.29 | ||||
| 2025-07-24 | 13F | 玛瑙通行证投资管理有限公司 | 27,313 | -1.04 | 7,918 | 16.96 | ||||
| 2025-07-25 | 13F | 黑兹利特伯特与沃森公司 | 10,148 | -2.82 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 20,579 | -3.19 | 6 | 0.00 | ||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 10,047 | -13.31 | 2,458 | -20.69 | ||||
| 2025-08-01 | 13F | 施密特 PJ 投资管理公司 | 33,248 | -0.09 | 9,639 | 18.08 | ||||
| 2025-07-29 | NP | TIME - 顺时针核心股票与创新 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | NP | FBKFX - 富达平衡K6基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,092 | -12.55 | 7,152 | -12.76 | ||||
| 2025-08-19 | 13F | 开普投资咨询公司 | 3,379 | -13.16 | 980 | 2.62 | ||||
| 2025-07-31 | 13F | 联合社区银行 | 8,800 | -8.02 | 2,551 | 8.74 | ||||
| 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 | 3,542 | -11.89 | 1,027 | 4.06 | ||||
| 2025-07-29 | 13F | 巴登资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | BLUIX - 蓝图成长基金机构级 | 8,015 | -25.14 | 2,116 | -25.34 | ||||
| 2025-08-05 | 13F | 王朝财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 拉尔夫斯资本有限责任公司 | 738 | -11.93 | 214 | 3.90 | ||||
| 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 | 6,668 | -10.59 | 1,933 | 5.69 | ||||
| 2025-08-12 | 13F | 朗费罗投资管理有限公司 | 4,779 | -18.67 | 1,385 | -3.89 | ||||
| 2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 2,027,499 | -5.32 | 495,967 | -13.35 | ||||
| 2025-08-27 | NP | VWINX - VANGUARD WELLESLEY 收入基金投资者股份 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,051,798 | -24.02 | 594,837 | -10.20 | ||||
| 2025-06-26 | NP | USCGX - 资本增长基金 | 52,815 | -2.04 | 12,920 | -10.35 | ||||
| 2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 77,847 | -2.42 | 22,569 | 15.33 | ||||
| 2025-07-14 | 13F | 农商投资公司 | 158,601 | -3.51 | 45,980 | 14.04 | ||||
| 2025-04-17 | 13F | 克鲁姆卢比公司 | 1,503 | -0.20 | 369 | 1.94 | ||||
| 2025-07-29 | 13F | 伯明翰资本管理公司/等 | 7,735 | -30.97 | 2,242 | -18.41 | ||||
| 2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 82,122 | -6.72 | 23,755 | 10.14 | ||||
| 2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 1,813 | -4.53 | 526 | 13.12 | ||||
| 2025-08-12 | 13F | 莎士比亚财富管理公司 | 5,775 | -0.93 | 1,674 | 17.14 | ||||
| 2025-07-25 | 13F | 倡导集团有限责任公司 | 40,519 | -3.14 | 11,747 | 14.47 | ||||
| 2025-08-28 | NP | MXXVX - 马太福音 25 基金 | 52,000 | -5.45 | 15,075 | 11.74 | ||||
| 2025-07-23 | 13F | 家族遗产公司 | 27,667 | -5.02 | 8,021 | 12.26 | ||||
| 2025-07-09 | 13F | 智慧资本有限公司 | 472,376 | -0.80 | 136,947 | 17.24 | ||||
| 2025-08-14 | 13F | 温莎咨询集团有限责任公司 | 5,938 | -18.66 | 1,721 | -3.85 | ||||
| 2025-08-12 | 13F | EFG 资产管理（美洲）公司 | 55,961 | -3.00 | 16,224 | 14.65 | ||||
| 2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 98,455 | -11.23 | 28,543 | 4.91 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球增长和收入基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 44,526 | -14.58 | 12,909 | 0.95 | ||||
| 2025-07-25 | 13F | RW Roge 公司 | 2,147 | -14.15 | 1 | |||||
| 2025-08-14 | 13F | 亚里士多德资本管理有限公司 | 12,158 | -0.02 | 3,525 | 18.18 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 3,604 | -13.82 | 1,045 | 1.85 | ||||
| 2025-08-14 | 13F | 多伦多道明银行 | Put | 4,000 | -88.57 | 1,160 | -86.50 | |||
| 2025-08-14 | 13F | 多伦多道明银行 | Call | 575,000 | -72.96 | 166,698 | -28.71 | |||
| 2025-08-13 | 13F | 牧羊人金融合作伙伴有限责任公司 | 48,068 | -0.10 | 13,935 | 18.07 | ||||
| 2025-07-23 | 13F | 萨切塔有限责任公司 | 4,521 | -8.59 | 1,311 | 8.00 | ||||
| 2025-08-08 | 13F | 阿瓦隆信托公司 | 3,963 | -9.56 | 1,149 | 6.89 | ||||
| 2025-07-10 | 13F | 斯托尔珀公司 | 57,092 | -1.25 | 17 | 14.29 | ||||
| 2025-05-09 | 13F | 科尔宾投资管理公司/MD | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | 三洲公司 | 39,820 | -45.52 | 11,544 | -35.61 | ||||
| 2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 471,818 | -37.30 | 136,785 | -25.90 | ||||
| 2025-08-14 | 13F | 私人资本管理有限责任公司 | 112,701 | -1.10 | 32,673 | 16.89 | ||||
| 2025-07-11 | 13F/A | Umb Bank 北美/月 | 423,014 | -2.60 | 122,636 | 15.11 | ||||
| 2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 108,025 | -7.51 | 31,318 | 9.31 | ||||
| 2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 142,470 | -4.75 | 41,303 | 12.58 | ||||
| 2025-08-27 | NP | VQNPX - 先锋成长和收入基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 195,396 | -46.56 | 56,647 | -36.84 | ||||
| 2025-07-31 | 13F | 吉尔资本合伙人有限公司 | 1,936 | -1.33 | 561 | 16.63 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 7,269 | -20.62 | 2,107 | -4.01 | ||||
| 2025-07-24 | 13F | Etesian 财富顾问公司 | 12,529 | -4.92 | 3,632 | 12.38 | ||||
| 2025-08-26 | NP | AZNAX - AllianzGI 收入与增长基金 A 类 | 113,165 | -12.22 | 32,808 | 3.75 | ||||
| 2025-07-23 | 13F | 阿布舍尔财富管理有限公司 | 111,190 | -5.65 | 32,235 | 11.51 | ||||
| 2025-08-12 | 13F | 磁石财富管理有限责任公司 | 14,881 | -15.82 | 4,314 | -0.51 | ||||
| 2025-07-17 | 13F | 芥菜籽金融有限责任公司 | 1,576 | -6.69 | 457 | 10.14 | ||||
| 2025-08-14 | 13F | Nfj 投资集团有限公司 | 133,128 | -2.81 | 38,595 | 14.86 | ||||
| 2025-07-09 | 13F | 第一银行与信托 | 10,202 | -2.92 | 2,958 | 14.75 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 246,141 | -0.03 | 71,359 | 18.15 | ||||
| 2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 572,275 | -1.08 | 165,908 | 16.91 | ||||
| 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 | 62,017 | -12.01 | 17,979 | 4.00 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 平衡投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 148,986 | -8.61 | 43,193 | 8.01 | ||||
| 2025-07-25 | NP | ANEFX - 新经济基金A类 | 243,700 | -28.35 | 64,337 | -28.53 | ||||
| 2025-04-28 | 13F | 伟大的点财富顾问有限责任公司 | 5,665 | -2.53 | 1,390 | -0.29 | ||||
| 2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德平衡资本投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,088 | -36.12 | 2,055 | -24.51 | ||||
| 2025-08-07 | 13F | 联盟财富管理集团 | 4,346 | -8.47 | 1,260 | 8.16 | ||||
| 2025-07-30 | 13F | 城堡财富管理有限公司 | 8,369 | -3.63 | 2,426 | 13.90 | ||||
| 2025-07-28 | 13F | 传承财富管理公司/CA/ | 1,732 | -0.12 | 502 | 18.12 | ||||
| 2025-07-30 | 13F | 费尔威财富有限责任公司 | 71 | -50.69 | 21 | -42.86 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast 平衡资产配置投资组合 | 232,900 | -8.57 | 67,520 | 8.06 | ||||
| 2025-06-27 | NP | AAARX - 战略配置：进取型基金 R 级 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,920 | -4.39 | 714 | -12.50 | ||||
| 2025-07-23 | 13F | 富通顾问有限责任公司 | 849 | -31.42 | 246 | -18.81 | ||||
| 2025-08-04 | 13F | ELCO管理有限公司 | 7,169 | -3.24 | 2,078 | 14.36 | ||||
| 2025-08-13 | 13F | 奥默斯管理公司 | 928,826 | -38.70 | 269,276 | -27.56 | ||||
| 2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 6,438 | -5.13 | 1,866 | 12.14 | ||||
| 2025-08-13 | 13F | 纳维斯财富顾问有限责任公司 | 4,606 | -0.99 | 1,335 | 17.00 | ||||
| 2025-07-24 | 13F | Invictus 私人财富有限公司 | 57,918 | -1.77 | 16,791 | 16.10 | ||||
| 2025-08-12 | 13F | 福国相互人寿保险公司 | 156,509 | -0.55 | 45,374 | 17.54 | ||||
| 2025-08-05 | 13F | 入口私人财富有限责任公司 | 50,464 | -0.32 | 14,630 | 17.81 | ||||
| 2025-07-24 | 13F | 科伦特资本管理公司 | 43,446 | -1.14 | 12,595 | 16.85 | ||||
| 2025-07-25 | 13F | 西北资本管理公司 | 422 | -8.06 | 122 | 8.93 | ||||
| 2025-08-14 | 13F | 综合投资顾问有限责任公司 | 26,045 | -12.57 | 7,551 | 3.33 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 1,167 | -37.79 | 308 | -37.90 | ||||
| 2025-07-21 | 13F | 蒂利亚信托合伙公司 | 6,735 | -1.75 | 1,953 | 16.12 | ||||
| 2025-08-28 | NP | TWVLX - 价值基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 232,923 | -2.45 | 67,527 | 15.29 | ||||
| 2025-07-29 | 13F | 罗杰斯联合有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | 福布斯律师事务所 | 96,792 | -0.21 | 28,061 | 17.94 | ||||
| 2025-08-13 | 13F | WCG 财富顾问有限责任公司 | 31,601 | -0.84 | 9,161 | 17.19 | ||||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2025-07-31 | 13F | 普伦蒂斯财富管理有限责任公司 | 9,314 | -3.62 | 2,700 | 13.92 | ||||
| 2025-08-05 | 13F | 未来资产证券（美国）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | 西步顾问公司 | 11,250 | -0.50 | 3,261 | 17.60 | ||||
| 2025-08-07 | 13F | NS合作伙伴有限公司 | 162,663 | -7.95 | 47,158 | 8.79 | ||||
| 2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 12,635 | -1.40 | 3,663 | 16.54 | ||||
| 2025-07-28 | 13F | Triton 财富管理公司 | 1,372 | -40.71 | 407 | -28.77 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 千禧管理有限公司 | Put | 1,000,500 | -31.26 | 290,055 | -18.75 | |||
| 2025-08-13 | 13F | 加贝利基金有限责任公司 | 354,138 | -1.70 | 102,668 | 16.18 | ||||
| 2025-08-22 | NP | 可变保险产品基金 - 股票选择器全盘投资组合投资者类别 | 77,118 | -2.16 | 22,357 | 15.64 | ||||
| 2025-08-05 | 13F | 麦金投资管理公司 | 41,462 | -11.24 | 12 | 9.09 | ||||
| 2025-07-17 | 13F | 新约信托公司，北美 | 5,949 | -0.93 | 1,708 | 17.15 | ||||
| 2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 33,662 | -4.93 | 9,759 | 12.35 | ||||
| 2025-07-15 | 13F | LVZ 顾问公司 | 7,927 | -0.01 | 2,298 | 18.16 | ||||
| 2025-07-22 | 13F | 永利资本有限责任公司 | 22,392 | -0.81 | 6,492 | 17.23 | ||||
| 2025-07-24 | 13F | 财富之星顾问有限公司 | 2,475 | -5.82 | 718 | 11.34 | ||||
| 2025-08-01 | 13F | 科斯-奥林格咨询有限公司 | 3,627 | -2.87 | 1,052 | 14.74 | ||||
| 2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 77,311 | -0.04 | 22,413 | 18.14 | ||||
| 2025-08-13 | 13F | Grantvest金融集团有限公司 | 1,238 | -8.43 | 359 | 8.46 | ||||
| 2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 64,275 | -0.19 | 18,634 | 17.96 | ||||
| 2025-08-13 | 13F/A | 哈特福德基金管理有限公司 | 16,921 | -2.03 | 4,907 | 15.82 | ||||
| 2025-07-24 | 13F | 西方银行公司 | 5,375 | -0.46 | 1,558 | 17.67 | ||||
| 2025-08-26 | NP | BTEFX - 波士顿信托股票基金 | 41,000 | -1.56 | 11,886 | 16.35 | ||||
| 2025-07-30 | 13F | 杏财富有限责任公司 | 14,097 | -3.76 | 4,087 | 13.72 | ||||
| 2025-04-11 | 13F | 戴维斯资本管理公司 | 530 | -4.50 | 130 | -2.26 | ||||
| 2025-08-07 | 13F | 卡希尔财务顾问公司 | 6,879 | -5.20 | 1,994 | 12.09 | ||||
| 2025-08-29 | NP | MBOX - 自由日股息 ETF | 12,238 | -2.37 | 3,548 | 15.39 | ||||
| 2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达美国股票中央基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 301,344 | -4.68 | 87,363 | 12.65 | ||||
| 2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 1,866 | -9.55 | 541 | 6.72 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 3,681 | -2.88 | 1,067 | 14.85 | ||||
| 2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 274 | -48.59 | 79 | -39.23 | ||||
| 2025-05-22 | NP | CHNTX - 切斯特纳特街外汇基金 | 36,214 | -6.84 | 8,883 | -4.67 | ||||
| 2025-07-29 | 13F | BXM 财富有限责任公司 | 5,731 | -3.60 | 1,661 | 14.00 | ||||
| 2025-05-02 | 13F | 德拉沃湾有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | 多佛顾问有限公司 | 23,176 | -12.51 | 6,719 | 3.39 | ||||
| 2025-07-24 | NP | FAVAX - 富达顾问股票价值基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,894 | -36.61 | 5,516 | -36.76 | ||||
| 2025-08-29 | NP | MAVF-Matrix Advisors价值ETF | 10,758 | -23.43 | 3,119 | -9.52 | ||||
| 2025-08-08 | 13F | Intrua 金融有限责任公司 | 6,851 | -6.24 | 1,986 | 10.83 | ||||
| 2025-07-17 | 13F | SC&H 财务顾问公司 | 6,992 | -2.10 | 2,027 | 15.71 | ||||
| 2025-04-29 | 13F | 汉森联合金融集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | 奥戈雷克·安东尼·约瑟夫 /ny/ /adv | 1,695 | -6.20 | 0 | |||||
| 2025-08-01 | 13F | 莫特科 | 86,476 | -1.85 | 25,618 | 18.53 | ||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 159,387 | -9.98 | 46,208 | 6.39 | ||||
| 2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 52,978 | -1.49 | 15,359 | 16.43 | ||||
| 2025-07-15 | 13F | 西橡树资本有限责任公司 | 19,752 | -0.15 | 57 | 18.75 | ||||
| 2025-07-15 | 13F | 信号树金融合作伙伴有限责任公司 | 1,073 | -2.98 | 311 | 14.76 | ||||
| 2025-08-14 | 13F | 休闲资本管理 | 18,547 | -1.70 | 5,377 | 16.16 | ||||
| 2025-07-21 | 13F | DHJJ财务顾问有限公司 | 1,860 | -0.16 | 539 | 17.94 | ||||
| 2025-04-24 | 13F | 太平洋环球投资管理公司 | 9,462 | -6.16 | 2,321 | -3.97 | ||||
| 2025-05-14 | 13F | 法国农业信贷银行 | 1,552,777 | -21.43 | 380,896 | -19.60 | ||||
| 2025-06-27 | NP | GDIIX - RNC Genter 股息收入基金 | 4,950 | -24.43 | 1,211 | -30.86 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica Levin 大盘价值服务副总裁 | 10,475 | -14.57 | 3,037 | 0.96 | ||||
| 2025-07-30 | 13F | 沃瑟私人财富有限责任公司 | 2,138 | -12.91 | 620 | 2.82 | ||||
| 2025-08-13 | 13F | 西北及道德投资有限公司 | 92,945 | -9.94 | 26,935 | 6.41 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | Put | 502,300 | -9.85 | 145,622 | 6.54 | |||
| 2025-06-30 | 13F | 沙特基础工业公司养老基金 | 22,900 | -13.58 | 6 | -16.67 | ||||
| 2025-07-29 | 13F | Crux 财富顾问 | 11,130 | -15.68 | 3,227 | -0.34 | ||||
| 2025-07-07 | 13F | Nova财富管理有限公司 | 3,848 | -18.47 | 1,116 | -3.63 | ||||
| 2025-05-02 | 13F | 丰泽财富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | CIBC 世界市场公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 145,722 | -2.56 | 42 | 16.67 | ||||
| 2025-07-23 | 13F | 哥伦布宏有限责任公司 | 2,020 | -1.70 | 586 | 16.07 | ||||
| 2025-08-14 | 13F | 阿穆森亨萨克联合有限责任公司 | 2,468 | -18.82 | 715 | -4.03 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 11,500 | -94.26 | 3,334 | -93.21 | |||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 2,309,022 | -0.45 | 669 | 17.78 | ||||
| 2025-07-17 | 13F | Tritonpoint 财富有限公司 | 95,972 | -2.00 | 27,823 | 15.83 | ||||
| 2025-08-07 | 13F | 霍斯金合伙人律师事务所 | 119,366 | -16.14 | 34,605 | -0.89 | ||||
| 2025-06-27 | NP | NSBAX - Nuveen Santa Barbara 股息增长基金 - A 类 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 909,517 | -2.35 | 222,486 | -10.64 | ||||
| 2025-08-05 | 13F | 塔克雷斯特资本管理公司 | 4,377 | -8.41 | 1,269 | 8.19 | ||||
| 2025-08-14 | 13F | 劳里恩资本管理有限公司 | Call | 174,700 | -31.19 | 50,647 | -18.68 | |||
| 2025-07-28 | 13F | RFG 咨询有限责任公司 | 34,327 | -0.60 | 9,952 | 17.47 | ||||
| 2025-08-12 | 13F | 绗缝公司 | 715,816 | -1.13 | 207,522 | 16.85 | ||||
| 2025-08-14 | 13F | 亚里士多德大西洋合作伙伴有限公司 | 286,454 | -2.16 | 83,046 | 15.64 | ||||
| 2025-07-17 | 13F | 马特恩财富管理有限责任公司 | 26,575 | -1.11 | 7,704 | 16.89 | ||||
| 2025-08-01 | 13F | 洛根资本管理公司 | 79,063 | -9.39 | 22,921 | 7.09 | ||||
| 2025-08-13 | 13F | 直径资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 安东内利财务顾问有限公司 | 16,794 | -0.13 | 4,869 | 18.01 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 348,425 | -3.52 | 101,012 | 14.03 | ||||
| 2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 130,207 | -6.50 | 37,748 | 10.51 | ||||
| 2025-07-24 | 13F | 石桥金融集团有限公司 | 26,941 | -2.04 | 7,810 | 15.77 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 144,061 | -2.06 | 41,765 | 15.75 | ||||
| 2025-08-14 | 13F | Lebenthal 全球顾问有限责任公司 | 5,549 | -53.17 | 1,609 | -44.67 | ||||
| 2025-07-18 | 13F | 奥洛克公司 | 22,963 | -1.43 | 6,657 | 16.50 | ||||
| 2025-07-10 | 13F | 西太平洋财富管理有限合伙人 | 1,146 | -12.92 | 332 | 3.11 | ||||
| 2025-08-06 | 13F | 森吉咨询小组 | 40,361 | -3.21 | 10,655 | 10.16 | ||||
| 2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 6,942 | -33.19 | 1,856 | -19.52 | ||||
| 2025-08-28 | NP | CNRWX - City National Rochdale 美国核心股票基金 - N 类 | 43,759 | -2.97 | 12,686 | 14.68 | ||||
| 2025-06-30 | NP | BLKC - Invesco Alerian Galaxy 区块链用户和去中心化商业 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 | 148 | -24.10 | 36 | -30.77 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 312,506 | -4.58 | 91 | 12.50 | ||||
| 2025-07-30 | 13F | 康纳斯投资者服务公司 | 68,397 | -2.51 | 19,829 | 15.27 | ||||
| 2025-07-29 | 13F | 山资本投资顾问公司 | 1,043 | -5.18 | 303 | 12.27 | ||||
| 2025-04-28 | 13F | 银橡树财富顾问服务有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | INCE - 富兰克林自由美国低波动率 ETF | 5,664 | -3.03 | 1,642 | 14.66 | ||||
| 2025-07-30 | 13F | 杜邦资本管理公司 | 89,042 | -15.75 | 25,814 | -0.43 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型股票投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 104,343 | -1.97 | 25,524 | -10.29 | ||||
| 2025-08-11 | 13F | 法罗金融公司 | 10,224 | -4.31 | 2,964 | 13.09 | ||||
| 2025-08-01 | 13F | 加兰资本管理公司 | 8,070 | -68.54 | 2,340 | -62.83 | ||||
| 2025-06-30 | NP | SATO - Invesco Alerian Galaxy 加密经济 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 | 321 | -27.05 | 79 | -33.33 | ||||
| 2025-07-24 | 13F | 加强家庭和社区有限责任公司 | 313 | -18.91 | 91 | -4.26 | ||||
| 2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 146,600 | -2.53 | 42,501 | 15.20 | ||||
| 2025-08-22 | NP | FGRTX - 富达巨型股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 185,030 | -21.61 | 53,642 | -7.35 | ||||
| 2025-04-25 | 13F | PMC FIG 机会有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | 灰狐财富顾问有限责任公司 | 3,607 | -0.33 | 1,046 | 17.81 | ||||
| 2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 111,909 | -10.45 | 32,444 | 5.83 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 6,969,705 | -6.97 | 2,023,998 | 10.48 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Call | 11,200 | -59.71 | 3,244 | -52.18 | |||
| 2025-08-21 | NP | VALIX - 价值线资本增值基金公司 | 13,000 | -13.33 | 3,769 | 2.42 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | Put | 8,300 | -94.98 | 2,420 | -93.98 | |||
| 2025-07-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-24 | 13F | 橡树财富顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-26 | NP | CRQSX - 天主教责任投资股票指数基金机构股 | 221,900 | -1.98 | 54,281 | -10.29 | ||||
| 2025-08-14 | 13F | 红木金融网络公司 | 1,301 | -10.95 | 377 | 5.31 | ||||
| 2025-05-29 | NP | SYMIX - AlphaCentric 对称策略基金 I 类 | 854 | -49.65 | 209 | -48.52 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 全球资产配置基金 IA 类股票 | 264 | -5.38 | 77 | 11.76 | ||||
| 2025-07-24 | NP | FPKFX - 富达清教徒 K6 基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 30,683 | -18.84 | 8,100 | -19.03 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - BlackRock NVIT 股票股息基金 I 类 | 24,663 | -28.64 | 7,150 | -15.66 | ||||
| 2025-08-12 | 13F | 波士顿研究与管理公司 | 35,088 | -1.52 | 10 | 25.00 | ||||
| 2025-07-29 | 13F | 镇流器公司 | 1,338 | -90.64 | 388 | -88.96 | ||||
| 2025-07-23 | 13F | Hager 投资管理服务有限公司 | 13,624 | -1.71 | 3,950 | 16.15 |
