机构和基金投资人持股 - 卖家
此页面显示在上一个报告期内减持或平仓的机构、基金和大股东红色行表示平仓。点击链接图标查看完整的交易历史记录。
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文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | Sagace财富管理有限责任公司 | 1,305 | -11.35 | 463 | -10.10 | ||||
2025-08-13 | 13F | CMT 资本市场交易有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-27 | NP | OHIO NATIONAL FUND INC - ON Janus Henderson 美国低波动性投资组合 | 11,420 | -33.55 | 4,055 | -32.69 | ||||
2025-07-09 | 13F | 文艺复兴投资集团有限责任公司 | 36,824 | -0.69 | 13,074 | 0.62 | ||||
2025-08-13 | 13F | CMT 资本市场交易有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-18 | 13F/A | KP管理有限公司 | 17,500 | -28.57 | 6,213 | -27.64 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 59,315 | -1.24 | 20,493 | -0.17 | ||||
2025-06-27 | NP | ESGIX - Dana Epiphany ESG 股票基金机构类别股票 | 3,700 | -5.13 | 1,278 | -4.13 | ||||
2025-07-28 | 13F | 德罗伊和德弗罗私人投资顾问公司 | 1,751 | -8.52 | 1 | |||||
2025-04-23 | 13F | 萨巴尔信托公司 | 18,100 | -2.43 | 6,343 | 8.21 | ||||
2025-07-30 | 13F | 圣约翰投资管理有限公司 | 4,981 | -3.69 | 1,769 | -2.43 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/摩根大通对冲股票基金 (A) | 39,679 | -9.58 | 14,088 | -8.39 | ||||
2025-08-12 | 13F | 寻路金融有限责任公司 | 1,735 | -10.98 | 1 | |||||
2025-08-22 | NP | MSFAX - 全球特许经营组合 I 级 | 483,978 | -4.40 | 171,836 | -3.15 | ||||
2025-08-27 | 13F | 巴恩斯财富管理集团 | 747 | -8.12 | 265 | -6.69 | ||||
2025-08-26 | NP | GOP - 异常鲸鱼颠覆共和党交易ETF | 1,129 | -8.29 | 401 | -7.19 | ||||
2025-08-14 | 13F | 韦奇伍德合伙公司 | 85,603 | -4.55 | 29,289 | -8.39 | ||||
2025-08-08 | 13F | 施瓦茨·戴戈斯·惠勒投资顾问有限公司 | 7,606 | -3.82 | 2,700 | -2.56 | ||||
2025-07-22 | 13F | 提升资本顾问有限责任公司 | 7,242 | -4.19 | 2,571 | -2.94 | ||||
2025-08-05 | 13F | Versor投资有限公司 | 891 | -23.06 | 316 | -21.98 | ||||
2025-07-16 | 13F | 一+一财富管理有限公司 | 1,461 | -3.25 | 519 | -2.08 | ||||
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 | 272,768 | -67.76 | 99,612 | -67.54 | ||||
2025-08-29 | NP | 加贝利股权信托公司 | 12,100 | -7.63 | 4,296 | -6.43 | ||||
2025-07-24 | NP | HESGX - Horizon ESG 防御核心基金投资者类别 | 17,875 | -39.10 | 6,528 | -38.69 | ||||
2025-08-12 | 13F | SFMG有限公司 | 21,287 | -0.98 | 7,558 | 0.33 | ||||
2025-08-14 | 13F | USS投资管理有限公司 | 1,004,407 | -4.88 | 356,369 | -3.68 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -3,479 | -55.46 | -1,235 | -54.88 | |||
2025-08-01 | 13F | 克拉克资产管理有限公司 | 12,285 | -1.30 | 4,362 | -0.02 | ||||
2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 11,770 | -13.73 | 4,179 | -12.59 | ||||
2025-08-25 | NP | ABALX - 美国平衡基金 A 类 | 5,785,354 | -0.62 | 2,054,090 | 0.68 | ||||
2025-08-05 | 13F | GHP 投资顾问公司 | 34,855 | -0.52 | 12,375 | 0.79 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 贝莱德全球配置基金标准级 | 5,133 | -38.82 | 1,822 | -38.03 | ||||
2025-06-27 | NP | DLCEX - 德纳大型股票基金投资者类别股票 | 3,800 | -5.00 | 1,313 | -4.02 | ||||
2025-04-22 | 13F | 威瑞丹财富有限公司 | 750 | -1.83 | 263 | -0.76 | ||||
2025-08-12 | 13F | 米勒金融服务有限公司 | 4,804 | -1.82 | 1,706 | -0.53 | ||||
2025-08-13 | 13F | M&T银行公司 | 302,019 | -3.01 | 107,232 | -1.74 | ||||
2025-07-28 | 13F | 塔尔财富合作伙伴公司 | 2,018 | -0.25 | 716 | 1.13 | ||||
2025-07-14 | 13F | 农民信托公司 | 21,568 | -13.19 | 7,658 | -12.05 | ||||
2025-08-01 | 13F | 利普和道尔顿 | 7,428 | -0.67 | 3 | 0.00 | ||||
2025-03-27 | NP | PWS - Pacer WealthShield ETF | 1,016 | -4.69 | 347 | 22.61 | ||||
2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 796,463 | -11.93 | 282,784 | -10.78 | ||||
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 | 83,727 | -3.57 | 30,576 | -2.91 | ||||
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 | 10,547 | -66.64 | 3,852 | -66.42 | ||||
2025-07-30 | 13F | 桦树山投资顾问有限责任公司 | 9,045 | -0.81 | 3,212 | 0.50 | ||||
2025-08-11 | 13F | 伯克利公司 | 47,168 | -0.48 | 16,747 | 0.82 | ||||
2025-07-24 | 13F | JNBA财务顾问 | 1,876 | -6.62 | 666 | -5.40 | ||||
2025-08-28 | 13F | 汇添富资产管理有限公司 | 32,682 | -29.43 | 11,604 | -28.51 | ||||
2025-08-01 | 13F | 规划方向公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 巴尔盖纳公司 | 20,584 | -1.33 | 7,308 | -0.04 | ||||
2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 687,781 | -15.14 | 237,628 | -14.22 | ||||
2025-06-23 | NP | 伊顿万斯税收优惠全球股息收入基金 | 58,376 | -28.32 | 20,169 | -27.54 | ||||
2025-08-06 | 13F | 华盛顿信托银行 | 3,173 | -11.49 | 1,127 | -10.35 | ||||
2025-07-11 | 13F | Westfuller 顾问有限公司 | 1,980 | -6.25 | 703 | -5.00 | ||||
2025-08-14 | 13F | 弗吉尼亚伦敦公司 | 305,114 | -1.23 | 108,331 | 0.06 | ||||
2025-07-17 | 13F | 伦帕特资产管理公司 | 74,919 | -3.82 | 26,600 | -2.57 | ||||
2025-07-31 | 13F | 尼尔森合作伙伴有限责任公司 | 30,697 | -0.20 | 10,899 | 1.11 | ||||
2025-07-09 | 13F | 太平洋资本财富顾问公司 | 3,021 | -2.45 | 1,077 | -0.74 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
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 | 485,096 | -29.12 | 172,233 | -28.20 | ||||
2025-07-24 | 13F | 奋进私人财富有限公司 | 1,301 | -5.86 | 462 | -4.55 | ||||
2025-04-25 | 13F | Prakash 投资顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 戴维斯雷有限公司 | 17,944 | -2.53 | 6,371 | -1.24 | ||||
2025-07-24 | 13F | 维莱尔圣丹尼斯 J & Co 有限公司 | 124,350 | -3.36 | 44,151 | -2.09 | ||||
2025-08-05 | 13F | 核心另类资本 | 18,706 | -6.92 | 6,641 | -5.71 | ||||
2025-07-16 | 13F | 国会资产管理公司/马 | 582,011 | -0.93 | 206,643 | 0.37 | ||||
2025-08-13 | 13F | 米拉贝拉金融服务有限责任公司 | 10,579 | -94.07 | 3,773 | -93.98 | ||||
2025-08-14 | 13F | 帕拉贡私人财富管理有限责任公司 | 8,273 | -0.40 | 2,937 | 0.89 | ||||
2025-07-18 | 13F | 财富管理研究所有限责任公司。 | 13,377 | -1.65 | 4,749 | -0.36 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon MSCI KLD 400 社会指数基金 (A) | 30,631 | -1.50 | 10,876 | -0.21 | ||||
2025-07-29 | NP | INVNX - 进化树创新者基金 | 1,518 | -24.96 | 554 | -24.42 | ||||
2025-07-16 | 13F | 哈特福德投资管理公司 | 103,237 | -1.82 | 36,654 | -0.53 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理(欧洲)有限公司 | 3,717 | -63.26 | 5,235 | 45.58 | ||||
2025-08-13 | 13F | 贷款融资 AB (publ) | 695,173 | -0.59 | 246,821 | 0.72 | ||||
2025-07-10 | 13F | 穆迪国家银行信托部 | 32,114 | -0.44 | 11,402 | 0.87 | ||||
2025-07-17 | 13F | 嘉德投资管理公司 | 6,730 | -3.58 | 291 | -7.91 | ||||
2025-08-14 | 13F | 凯姆奈咨询服务公司 | 41,489 | -4.71 | 14,731 | -3.47 | ||||
2025-07-16 | 13F | 长荣私人财富有限责任公司 | 544 | -18.56 | 193 | -17.52 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 马萨诸塞州投资者成长股票投资组合初始类别 | 108,083 | -2.38 | 38,375 | -1.10 | ||||
2025-05-15 | 13F | 双树管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-05-15 | 13F | 蓝冠资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/高盛适度增长配置 IB 级 | 7,902 | -3.77 | 2,806 | -2.50 | ||||
2025-07-23 | 13F | Tyche 财富合作伙伴有限责任公司 | 26,378 | -1.02 | 9,366 | 0.27 | ||||
2025-07-30 | 13F | 亚当斯多元化股票基金公司 | 116,861 | -16.39 | 41,491 | -15.29 | ||||
2025-08-05 | 13F | 苏兹伯格资本顾问公司 | 805 | -0.74 | 286 | 0.35 | ||||
2025-08-12 | 13F | FCA 公司 /tx | 2,295 | -14.75 | 815 | -13.68 | ||||
2025-07-22 | 13F | Awm 资本有限公司 | 1,034 | -0.58 | 367 | 0.82 | ||||
2025-08-11 | 13F | GFI 投资顾问有限公司 | 247,995 | -0.71 | 88,051 | 0.59 | ||||
2025-07-24 | 13F | LMCG 投资有限公司 | 66,258 | -3.51 | 23,525 | -2.25 | ||||
2025-07-29 | 13F | 比佛利山庄私人财富有限责任公司 | 14,284 | -6.14 | 5,072 | -4.91 | ||||
2025-04-25 | 13F | 红杰资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | Put | 9,400 | -54.59 | 3,337 | -54.00 | |||
2025-08-21 | NP | TSAMX - Thornburg Summit 基金 - A 类 | 4,166 | -6.19 | 1,479 | -4.95 | ||||
2025-08-05 | 13F | 格拉迪斯资本管理有限公司 | 2,278 | -62.42 | 809 | -61.96 | ||||
2025-06-25 | NP | BKLC - 纽约梅隆银行美国大盘核心股票 ETF | 92,737 | -11.30 | 32,041 | -10.34 | ||||
2025-07-30 | 13F | 坎蒂隆资本管理有限公司 | 1,956,163 | -2.82 | 694,536 | -1.55 | ||||
2025-07-30 | 13F | Argonautica私人财富管理公司 | 10,989 | -2.27 | 3,902 | -0.99 | ||||
2025-08-14 | 13F | Df Dent & Co 公司 | 772,655 | -1.44 | 274,331 | -0.14 | ||||
2025-08-14 | 13F | Oddo Bhf 资产管理公司 | 193,999 | -9.73 | 68,869 | -8.55 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 富达机构 AM 国际成长投资组合 1 级 | 10,998 | -1.12 | 3,800 | -0.05 | ||||
2025-07-21 | 13F | 哈德逊谷投资顾问公司 /adv | 35,351 | -4.05 | 12,552 | -2.79 | ||||
2025-07-25 | NP | MLVAX - MFS 低波动股票基金 A | 23,164 | -7.49 | 8,459 | -6.85 | ||||
2025-07-29 | NP | SXQG-6经络优质增长ETF | 7,064 | -5.27 | 2,580 | -4.62 | ||||
2025-08-05 | 13F | 韦克德有限责任公司 | 626 | -2.80 | 222 | |||||
2025-07-10 | 13F | 值得资产管理有限责任公司 | 1,775 | -72.18 | 630 | -71.82 | ||||
2025-07-22 | 13F | 阿普尔顿合作伙伴公司/马 | 84,510 | -2.83 | 30 | 0.00 | ||||
2025-07-30 | 13F | OMC 金融服务有限公司 | 52,779 | -3.50 | 18,739 | -2.23 | ||||
2025-07-25 | NP | ILDR - 第一信托创新领袖 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 | 1,602 | -28.77 | 585 | -28.22 | ||||
2025-07-17 | 13F | 海岸线信托公司 | 33,904 | -0.05 | 12,038 | 1.26 | ||||
2025-07-22 | 13F | AMF Pensionsforsakring AB | 1,387,546 | -10.92 | 492,719 | -9.76 | ||||
2025-08-01 | 13F | 战略金融服务公司, | 16,666 | -0.17 | 5,917 | 1.15 | ||||
2025-08-29 | NP | SA 基金投资信托 - SA 美国核心市场基金 | 28,029 | -0.89 | 9,952 | 0.40 | ||||
2025-08-01 | 13F | 杰里科金融有限责任公司 | 16,690 | -2.78 | 5,926 | -1.51 | ||||
2025-07-23 | 13F | 冠层合作伙伴有限责任公司 | 7,795 | -11.52 | 2,768 | -10.37 | ||||
2025-08-11 | 13F | 塔桥顾问 | 62,545 | -0.00 | 22,207 | 1.31 | ||||
2025-08-27 | NP | PSIAX - PGIM QMA 股票指数基金 A 类 | 28,700 | -2.38 | 10,190 | -1.11 | ||||
2025-08-14 | 13F | 哈伯特基金顾问公司 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | EDIAX - 伊顿万斯全球收益构建基金 A 级 | 4,000 | -41.65 | 1,382 | -41.02 | ||||
2025-07-16 | 13F | 埃克塞特金融有限责任公司 | 826 | -1.43 | 293 | 0.00 | ||||
2025-08-11 | 13F | 波特赛德财富集团有限责任公司 | 34,239 | -3.50 | 12,156 | -2.24 | ||||
2025-07-17 | 13F | SFM有限责任公司 | 6,971 | -1.04 | 2,475 | 0.28 | ||||
2025-03-27 | NP | SUNAMERICA 系列信托 - SA BlackRock VCP Global 多元资产投资组合 3 级 | 6,267 | -10.94 | 2,142 | 5.05 | ||||
2025-07-07 | 13F | 好管家财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 斯普伦资本管理公司 | 3,857 | -6.25 | 1,369 | -5.00 | ||||
2025-08-12 | 13F | Cutter & CO 经纪公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 西北互助投资管理公司 | 54,582 | -0.42 | 19,379 | 0.89 | ||||
2025-08-25 | NP | 伊顿万斯税务管理买卖机会基金 | 47,293 | -19.39 | 16,791 | -18.33 | ||||
2025-07-22 | NP | GSLIX - 高盛机构大盘价值基金 | 18,512 | -0.97 | 6,760 | -0.29 | ||||
2025-07-25 | 13F | 协和财富合作伙伴 | 9,295 | -2.54 | 3,300 | -1.26 | ||||
2025-07-21 | 13F | 库存银行和信托公司 | 212,276 | -1.89 | 75,369 | -0.61 | ||||
2025-05-14 | 13F | 催化剂基金管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类 | 230,759 | -10.54 | 81,931 | -9.37 | ||||
2025-07-22 | NP | GSUS - 高盛 MarketBeta 美国股票 ETF | 88,367 | -0.48 | 32,271 | 0.20 | ||||
2025-08-05 | 13F | Fullcircle Wealth Llc | 4,571 | -6.83 | 1,564 | -5.56 | ||||
2025-08-26 | NP | IWL - iShares Russell Top 200 ETF | 64,826 | -3.49 | 23,016 | -2.23 | ||||
2025-07-28 | 13F | 财富跨度合作伙伴有限公司 | 852 | -1.50 | 303 | -0.33 | ||||
2025-08-26 | NP | PRMTX - T. Rowe Price 通信与技术基金 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 | 467,400 | -30.80 | 165,950 | -29.89 | ||||
2025-07-09 | 13F | 中央银行和信托公司 | 37,371 | -2.16 | 13,269 | -0.87 | ||||
2025-08-22 | NP | CZMGX - 多经理增长策略基金机构类别 | 8,595 | -98.21 | 3,052 | -98.18 | ||||
2025-08-12 | 13F/A | 波士顿合作伙伴 | 516,330 | -1.61 | 183,217 | -0.34 | ||||
2025-08-04 | 13F | GAM控股公司 | 89,789 | -3.10 | 31,880 | -1.83 | ||||
2025-08-05 | 13F | 亨特联合投资管理有限公司 | 18,554 | -2.99 | 7 | 0.00 | ||||
2025-07-29 | NP | HVEIX - HVIA 股票基金机构类别 | 4,610 | -13.51 | 1,684 | -12.93 | ||||
2025-06-23 | NP | UDPIX - Ultradow 30 深度投资者类别 | 3,946 | -15.86 | 1,363 | -14.97 | ||||
2025-07-17 | 13F | HCR 财富顾问 | 31,923 | -0.62 | 11,334 | 0.68 | ||||
2025-05-14 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | 三井住友金融集团 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 厚利瀚金融资源集团有限公司 | 10,990 | -1.57 | 4 | 0.00 | ||||
2025-07-14 | 13F | 恩子财富 | 786 | -4.15 | 273 | -0.73 | ||||
2025-08-15 | 13F | 奥西尔资产管理公司 | 39,883 | -0.77 | 14,160 | 0.53 | ||||
2025-08-28 | NP | SLGFX - SIMT 大盘指数基金 F 类 | 34,629 | -1.14 | 12,295 | 0.15 | ||||
2025-05-14 | 13F | 三井住友金融集团 | Call | 0 | -100.00 | 0 | ||||
2025-08-22 | NP | QBA2Q - 平衡投资组合初始类别 | 20,263 | -80.17 | 7,194 | -79.91 | ||||
2025-07-29 | NP | CDGRX - 谷轮风险管理股息增长基金 A 类股票 | 1,681 | -10.96 | 614 | -10.38 | ||||
2025-07-14 | 13F | 海景资本管理公司 | 15,696 | -2.53 | 6 | 0.00 | ||||
2025-07-23 | 13F | 第一金融集团 | 1,022 | -4.84 | 363 | -3.72 | ||||
2025-08-08 | 13F | 赫德克财富有限责任公司 | 23,490 | -1.28 | 8,340 | 0.01 | ||||
2025-08-19 | 13F | 财富集团有限公司 | 2,889 | -37.40 | 1 | 0.00 | ||||
2025-08-14 | 13F | 克拉尔顾问有限责任公司 | 25,747 | -6.39 | 9,141 | -5.17 | ||||
2025-08-01 | 13F | 摩根罗塞尔财富管理有限责任公司 | 481 | -4.56 | 171 | -3.41 | ||||
2025-08-29 | NP | DTD - WisdomTree 美国总股息基金 不适用 | 36,299 | -0.86 | 12,888 | 0.44 | ||||
2025-07-11 | 13F | 埃塞克斯储蓄银行 | 14,554 | -3.20 | 5,167 | -1.94 | ||||
2025-08-27 | NP | FAEQX - PFM 多经理国内股票基金机构类 | 7,734 | -10.98 | 2,746 | -9.82 | ||||
2025-05-27 | 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 | 920 | -67.33 | 322 | -63.78 | ||||
2025-08-08 | 13F | 索格拉斯资产管理有限公司 | 5,762 | -70.89 | 2,046 | -70.52 | ||||
2025-07-17 | 13F | 帕克普雷斯资本公司 | 11,189 | -5.18 | 3,977 | -3.82 | ||||
2025-07-21 | 13F | WT资产管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-17 | 13F | 海桥投资顾问有限责任公司 | 2,383 | -0.83 | 846 | 0.48 | ||||
2025-08-07 | 13F | 莫尔投资管理有限公司 | 2,113,894 | -12.43 | 750,538 | -11.29 | ||||
2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 4,684 | -0.38 | 1,663 | 0.97 | ||||
2025-06-26 | NP | NULG - Nuveen ESG 大盘成长 ETF | 143,087 | -3.49 | 49,437 | -2.45 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/景顺适度增长配置投资组合 IB 级 | 4,813 | -0.25 | 1,709 | 1.07 | ||||
2025-07-11 | 13F | 阿迪朗达克信托公司 | 4,877 | -1.83 | 1,732 | -0.57 | ||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 214 | -37.97 | 76 | -37.50 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Bull | 1,484 | -18.55 | 527 | -17.55 | ||||
2025-08-13 | 13F | 投资组合设计实验室有限责任公司 | 22,835 | -19.48 | 8,108 | -18.43 | ||||
2025-07-22 | 13F | 北角资本有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 路边石金融管理公司 | 11,060 | -0.13 | 3,927 | 1.19 | ||||
2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 109,660 | -0.51 | 38,935 | 0.79 | ||||
2025-07-16 | 13F | 第一美国银行 | 120,860 | -0.16 | 42,911 | 1.15 | ||||
2025-08-04 | 13F | Lm Kohn 公司 | 15,451 | -15.02 | 5,486 | -13.91 | ||||
2025-07-07 | 13F | 企业银行信托公司 | 10,805 | -0.25 | 3,836 | 1.05 | ||||
2025-05-13 | 13F | 亚当斯财富管理 | 621 | -2.20 | 218 | 8.50 | ||||
2025-06-26 | NP | FQAL - 富达质量因子 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 48,301 | -13.51 | 16,688 | -12.58 | ||||
2025-08-08 | 13F | 策略财富顾问有限责任公司 | 1,263 | -2.09 | 448 | -0.67 | ||||
2025-07-15 | 13F | 阿尔法欧米茄财富管理有限责任公司 | 10,080 | -0.45 | 3,579 | 0.85 | ||||
2025-07-29 | 13F | 梅·巴恩哈德投资有限责任公司 | 1,470 | -1.28 | 522 | -0.19 | ||||
2025-07-15 | 13F | 河桥合伙人有限公司 | 165,761 | -2.81 | 58,853 | -1.53 | ||||
2025-08-11 | 13F | Pin Oak 投资顾问公司 | 737 | -11.31 | 0 | |||||
2025-05-13 | 13F | HighTower 顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-04-14 | 13F | 海滩投资顾问公司/pa | 39,587 | -2.40 | 14 | 8.33 | ||||
2025-05-14 | 13F | 贝克博德有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 联合银行 | 5,365 | -26.38 | 1,905 | -25.42 | ||||
2025-08-11 | 13F | 哈罗德·戴维森及合伙人公司 | 15,953 | -25.94 | 5,664 | -24.97 | ||||
2025-08-14 | 13F | Godshalk威尔士资本管理公司 | 3,750 | -0.92 | 1,331 | 0.38 | ||||
2025-07-24 | 13F | 祖洛投资集团有限公司 | 7,334 | -0.30 | 2,604 | 1.05 | ||||
2025-08-11 | 13F | 奥尼尔全球顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 古尔德资本有限责任公司 | 4,017 | -1.45 | 1,426 | -0.14 | ||||
2025-07-10 | 13F | 选择性财富管理公司 | 8,258 | -2.64 | 2,954 | 4.49 | ||||
2025-04-01 | 13F | Modus 顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | 约曼斯咨询集团有限公司 | 987 | -3.89 | 351 | -2.51 | ||||
2025-05-30 | NP | PCFIX - PIMCO RAE PLUS 小基金机构类别 | 309 | -85.12 | 108 | -83.54 | ||||
2025-05-14 | 13F | Lionshead 财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Candriam 卢森堡 SCA | 501,341 | -6.12 | 178,009 | -4.89 | ||||
2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 174,260 | -43.88 | 109,757 | -0.57 | ||||
2025-07-14 | 13F | 算盘财富合作伙伴有限责任公司 | 1,131 | -22.21 | 402 | -21.22 | ||||
2025-07-14 | 13F | 银色资本管理有限公司 | 256,263 | -1.05 | 90,986 | 0.24 | ||||
2025-07-28 | NP | SPGEX - Symmetry Panoramic Global Equity Fund I 类股票 | 2,499 | -5.05 | 913 | -4.40 | ||||
2025-08-14 | 13F | SummitTX Capital,LP | 8,806 | -35.61 | 3,127 | -34.77 | ||||
2025-08-28 | NP | KVLE - KFA Value Line(R) 动态核心股票指数 ETF | 1,341 | -22.93 | 476 | -21.84 | ||||
2025-07-30 | 13F | 永美财富管理有限公司 | 9,076 | -8.20 | 3,222 | -6.99 | ||||
2025-08-06 | 13F | 卡内基湖顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | Profunds - Profunds 财务副总裁 | 8,201 | -8.07 | 2,912 | -6.88 | ||||
2025-07-10 | 13F | 焦点金融网络有限公司 | 11,750 | -19.10 | 4,172 | -18.06 | ||||
2025-07-24 | 13F | 易方达基金管理(香港)有限公司 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | 费尔菲尔德财务顾问有限公司 | 14,574 | -0.97 | 5,174 | 0.33 | ||||
2025-08-27 | NP | TGVFX - 成长机会基金 A 类 | 7,801 | -56.37 | 2,770 | -55.81 | ||||
2025-08-04 | 13F | 费希尔基金管理有限公司 | 25,796 | -10.00 | 9,159 | -8.82 | ||||
2025-07-28 | NP | VLCGX - 大型资本增长基金 | 68,628 | -20.61 | 25,062 | -20.06 | ||||
2025-08-19 | 13F | 怀俄明州 | 3,230 | -62.45 | 1,147 | -61.98 | ||||
2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 3,722 | -2.05 | 1,321 | -0.75 | ||||
2025-08-29 | NP | WOMN -影响力股票 YWCA 女性赋权 ETF | 5,064 | -1.17 | 1,798 | 0.11 | ||||
2025-05-21 | NP | PXWIX - Pax Elevate 全球女性领导力基金机构班 | 28,273 | -2.41 | 9,909 | 8.23 | ||||
2025-07-28 | NP | NBSSX - Neuberger Berman 焦点基金投资者类别 | 26,219 | -44.75 | 9,575 | -44.37 | ||||
2025-07-24 | 13F | 范德波尔投资有限责任公司 | 1,217 | -3.03 | 432 | -1.59 | ||||
2025-07-22 | 13F | 施瓦布慈善基金 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 网关投资顾问有限公司 | 464,948 | -2.02 | 165,080 | -0.74 | ||||
2025-08-13 | 13F | 奥卡贝纳投资服务公司 | 7,178 | -6.68 | 2,549 | -5.45 | ||||
2025-08-14 | 13F | 浸入资本有限责任合伙公司 | 50,911 | -21.92 | 18,076 | -20.89 | ||||
2025-08-01 | 13F | 达美投资管理有限责任公司 | 3,906 | -4.43 | 1,387 | -3.21 | ||||
2025-08-14 | 13F | LMR 合伙人律师事务所 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 赖斯合伙有限责任公司 | 2,282 | -0.31 | 810 | 1.00 | ||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-06 | 13F | 一家财富资本管理有限公司 | 6,723 | -1.75 | 2,387 | -0.46 | ||||
2025-07-18 | 13F | 纽曼迪尼昂和希拉尔公司 | 4,640 | -2.21 | 1,648 | -0.90 | ||||
2025-07-22 | 13F | 沿海投资顾问公司 | 2,882 | -1.60 | 1,023 | -0.29 | ||||
2025-08-04 | 13F | 波尔多财富顾问有限责任公司 | 13,248 | -14.06 | 4,704 | -12.94 | ||||
2025-08-07 | 13F | 阿斯彭财富策略有限责任公司 | 2,491 | -3.60 | 884 | -2.32 | ||||
2025-05-15 | 13F | 克雷斯特莱恩管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 59,507 | -64.27 | 20,560 | -63.88 | ||||
2025-05-15 | 13F | 放大投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 费根联合公司 | 35,889 | -1.79 | 12,743 | -0.51 | ||||
2025-08-26 | NP | JHDRX - 摩根大通对冲股票 2 基金 R6 类 | 242,141 | -13.33 | 85,972 | -12.20 | ||||
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 | 11,980 | -20.16 | 4,139 | -19.29 | ||||
2025-06-25 | NP | MNHCX - Pro-Blend(R) 最大期限系列 L 级 | 28,016 | -26.45 | 9,680 | -25.66 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/景顺多元化股息基金 (A) | 26,375 | -20.61 | 9,364 | -19.57 | ||||
2025-07-15 | 13F | 财富效应有限公司 | 3,196 | -4.05 | 1,135 | -2.83 | ||||
2025-08-13 | 13F | 资本集团私人客户服务公司 | 510,483 | -2.02 | 181,247 | -0.74 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 多管理人美国精选股票基金 (A) | 31,197 | -59.00 | 11,076 | -58.46 | ||||
2025-07-25 | 13F | 阿斯托里亚投资组合顾问有限责任公司。 | 7,254 | -1.92 | 2,568 | 3.84 | ||||
2025-08-13 | 13F | ESG规划 | 4,945 | -2.96 | 1,756 | -1.74 | ||||
2025-08-13 | 13F | 加州公务员退休制度 | 3,592,450 | -2.81 | 1,275,499 | -1.54 | ||||
2025-08-07 | 13F | 资源投资顾问有限责任公司。 | 35,016 | -20.82 | 12,432 | -19.78 | ||||
2025-07-10 | 13F | 管理顾问有限责任公司 | 1,083 | -9.37 | 385 | -8.13 | ||||
2025-07-21 | 13F | 斯特林投资顾问有限责任公司 | 4,284 | -65.49 | 1,521 | -65.03 | ||||
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 | 62,957 | -82.07 | 22,353 | -81.84 | ||||
2025-08-11 | 13F | 鲍德温投资管理有限公司 | 21,506 | -2.27 | 7,636 | -1.00 | ||||
2025-05-30 | NP | 新时代阿尔法可变基金信托 - NAA 大型核心系列 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Vista Cima 财富管理有限责任公司 | 744 | -0.40 | 264 | 1.15 | ||||
2025-08-13 | 13F | 温斯洛资产管理公司 | 2,250 | -4.26 | 1 | |||||
2025-08-05 | 13F | 塔夫顿资本管理公司 | 2,906 | -1.19 | 1 | -99.90 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 58,253 | -0.12 | 21,273 | 0.56 | ||||
2025-08-08 | 13F/A | 前景金融服务有限责任公司 | 628 | -42.28 | 223 | -41.47 | ||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 568,388 | -2.95 | 201,835 | -1.67 | ||||
2025-08-06 | 13F | 北美 Cetera 信托公司 | 9,990 | -0.35 | 3,547 | 0.94 | ||||
2025-07-11 | 13F | 指南针离子顾问有限责任公司 | 8,646 | -5.64 | 3,070 | -4.42 | ||||
2025-07-25 | 13F | Kinneret 咨询有限责任公司 | 46,180 | -0.15 | 16,396 | 1.16 | ||||
2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 22,384 | -5.54 | 7,947 | -4.30 | ||||
2025-08-13 | 13F | Rosenblum Silverman Sutton SF Inc /ca | 58,367 | -0.45 | 20,723 | 0.85 | ||||
2025-06-26 | NP | NSCR-Nuveen 可持续核心 ETF | 270 | -29.69 | 93 | -29.01 | ||||
2025-08-26 | NP | BUYZ - 富兰克林颠覆性商业 ETF | 472 | -33.33 | 168 | -32.66 | ||||
2025-08-28 | NP | 首席财务官 - VictoryShares US 500 增强波动性 Wtd ETF | 3,296 | -2.49 | 1,170 | -1.18 | ||||
2025-08-22 | NP | 可变保险产品基金 III - 增长机会投资组合初始类别 | 239,633 | -1.48 | 85,082 | -0.19 | ||||
2025-07-22 | 13F | Eads & Heald 财富管理 | 8,515 | -4.06 | 3 | 0.00 | ||||
2025-08-05 | 13F | 繁荣咨询集团有限责任公司 | 29,587 | -2.13 | 10,505 | -0.85 | ||||
2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT Omega 成长基金 1 级 | 2,195 | -7.27 | 779 | -6.03 | ||||
2025-08-14 | 13F | 蓝色资本有限公司 | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | 瑞穗银行 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 亨吉斯特伯里投资合伙公司 | 188,318 | -5.53 | 66,862 | -4.29 | ||||
2025-07-25 | 13F | 明思投资有限公司 | 17,363 | -0.65 | 6,165 | 0.65 | ||||
2025-08-14 | 13F | 夏威夷银行 | 34,378 | -0.76 | 12,206 | 0.54 | ||||
2025-07-17 | 13F | 汉森与多雷姆斯投资管理公司 | 22,042 | -1.29 | 8 | 0.00 | ||||
2025-08-14 | 13F | 14B资本管理有限合伙人 | 75,000 | -9.64 | 26,629 | -8.46 | ||||
2025-08-26 | NP | DGAGX - BNY Mellon Appreciation Fund, Inc. 投资者股票 | 200,120 | -12.50 | 71,053 | -11.36 | ||||
2025-07-25 | 13F | 前列腺集团有限责任公司 | 2,367 | -14.02 | 840 | -12.86 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 动态美国成长基金 II 类 | 72,567 | -2.29 | 25,765 | -1.01 | ||||
2025-08-13 | 13F | 梅纳德金融集团有限责任公司 | 6,181 | -1.33 | 2,194 | 0.78 | ||||
2025-07-14 | 13F | UMA 金融服务公司 | 1,552 | -5.71 | 551 | -4.34 | ||||
2025-07-16 | 13F | FCG投资公司 | 7,992 | -21.96 | 2,838 | -20.95 | ||||
2025-07-22 | 13F | 维康资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 加德纳·罗素·奎恩律师事务所 | 126,944 | -2.87 | 45,071 | -1.60 | ||||
2025-07-24 | 13F/A | 麦克尔亨尼谢菲尔德资本管理有限责任公司 | 2,345 | -2.90 | 833 | -1.65 | ||||
2025-08-14 | 13F | 富国银行/百万 | 8,185,760 | -0.89 | 2,906,354 | 0.41 | ||||
2025-08-11 | 13F | 塞姆斯财富合作伙伴有限责任公司 | 3,375 | -2.15 | 1,198 | -0.83 | ||||
2025-08-12 | 13F | 马文和帕尔默联合公司 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | LMBO - Direxion 每日加密货币行业牛市 2X 股 | 813 | -0.12 | 281 | 0.72 | ||||
2025-07-24 | 13F | 协调金融服务有限公司 | 4,229 | -3.54 | 1,502 | 8.38 | ||||
2025-08-13 | 13F | 灯塔普安特顾问有限责任公司 | 224,712 | -9.15 | 79,784 | -7.96 | ||||
2025-08-11 | 13F | YD摩尔投资有限公司 | 16,513 | -15.96 | 5,860 | -14.89 | ||||
2025-07-10 | 13F | 罗克兰信托公司 | 129,735 | -2.08 | 46,062 | -0.80 | ||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托/道琼斯股息和收入分配投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,149 | -10.14 | 2,893 | -8.97 | ||||
2025-07-23 | 13F | 戈德西和吉布事务所 | 80,349 | -1.13 | 28,528 | 0.17 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - 对冲股票投资组合 P 类 | 20,969 | -3.09 | 7,445 | -1.82 | ||||
2025-07-28 | 13F | 贾格资本管理有限公司 | 14,036 | -2.04 | 4,983 | -0.76 | ||||
2025-07-22 | 13F | 摩羯座基金管理有限公司 | 18,075 | -5.99 | 6,418 | -4.75 | ||||
2025-05-15 | 13F | 蓝云杉投资有限公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F/A | Point72 资产管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 9,017,859 | -2.16 | 3,201,791 | 99,026.63 | ||||
2025-05-15 | 13F | 立体派系统策略有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 1,036,085 | -1.37 | 367,862 | -0.08 | ||||
2025-07-16 | 13F | 普兰公司有限责任公司 | 6,408 | -1.72 | 2,275 | -0.39 | ||||
2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 4,815 | -37.93 | 1,710 | -37.12 | ||||
2025-07-14 | 13F | 机械银行信托部 | 31,479 | -5.41 | 11,177 | -4.18 | ||||
2025-07-15 | 13F | 灯塔投资咨询服务公司 | 1,365 | -62.64 | 485 | -62.19 | ||||
2025-08-08 | 13F | 进化财富顾问有限责任公司 | 1,055 | -1.12 | 375 | 0.27 | ||||
2025-08-12 | 13F | 艾斯勒资本管理有限公司 | Put | 231,100 | -16.12 | 82,061 | -14.97 | |||
2025-07-16 | 13F | 鹰环球顾问有限公司 | 64,309 | -1.02 | 22,833 | 0.28 | ||||
2025-07-17 | 13F | 投资咨询服务公司 /tx /adv | 3,315 | -1.46 | 1,177 | -0.08 | ||||
2025-08-08 | 13F | 美好生活顾问有限责任公司 | 7,057 | -7.99 | 2,506 | -6.81 | ||||
2025-07-30 | 13F | 库克森皮尔斯公司 | 2,091 | -16.39 | 742 | -15.30 | ||||
2025-07-09 | 13F | 港湾资本顾问公司 | 23,969 | -0.57 | 9 | 0.00 | ||||
2025-06-24 | NP | MECDX - MainStay Epoch 资本增长基金 A 类 | 7,139 | -5.66 | 2,467 | -4.64 | ||||
2025-07-21 | 13F | 康奈尔波奇利投资顾问公司 | 5,919 | -10.85 | 2,102 | -9.67 | ||||
2025-05-15 | 13F | Boussard & Gavaudan 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 尼科莱特投资管理公司 | 35,986 | -4.07 | 13 | -7.69 | ||||
2025-04-10 | 13F | 勇敢资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | FTGS - 第一信托增长强度 ETF | 57,407 | -13.39 | 20,382 | -12.26 | ||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 81,858 | -13.43 | 29,064 | -12.30 | ||||
2025-08-14 | 13F | 红木投资管理有限公司 | 3,789 | -5.16 | 1 | 0.00 | ||||
2025-07-24 | 13F | 拉米雷斯资产管理公司 | 8,885 | -2.20 | 3,155 | -0.91 | ||||
2025-07-28 | NP | VSTIX - 股票指数基金 | 220,417 | -2.73 | 80,494 | -2.07 | ||||
2025-08-12 | 13F | 装甲投资顾问有限责任公司 | 11,722 | -0.66 | 4,162 | 0.63 | ||||
2025-08-13 | 13F | 桑伯格投资管理公司 | 4,224 | -6.57 | 1,500 | -90.54 | ||||
2025-07-28 | NP | VCULX - 成长基金 | 181,487 | -4.17 | 66,277 | -3.52 | ||||
2025-05-13 | 13F | 地面膨胀资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 埃斯塔布鲁克资本管理公司 | 4,166 | -0.48 | 1,479 | 0.82 | ||||
2025-07-21 | 13F | 塞罗斯金融有限责任公司 | 785 | -2.24 | 279 | -1.07 | ||||
2025-08-14 | 13F | 沃伦·艾弗里特资产管理有限责任公司 | 113,147 | -2.09 | 40,173 | -0.80 | ||||
2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 13,933 | -87.94 | 4,947 | -87.78 | ||||
2025-04-23 | 13F | JCIC资产管理公司 | 26,406 | -1.54 | 9,254 | 9.19 | ||||
2025-08-04 | 13F | 地平线财富管理有限公司 | 922 | -14.23 | 327 | -13.03 | ||||
2025-08-13 | 13F | 丰业资本公司 | 1,518,178 | -0.10 | 538,990 | 1.20 | ||||
2025-07-17 | 13F | 米歇尔斯家族金融有限责任公司 | 2,425 | -2.02 | 861 | -0.81 | ||||
2025-07-25 | 13F | 米切尔资本管理公司 | 31,044 | -10.06 | 10,836 | -10.42 | ||||
2025-08-11 | 13F | 卓越基金管理有限公司 | 294,744 | -2.56 | 103 | -0.97 | ||||
2025-08-08 | 13F | 鹰爪资本管理有限责任公司 | 20,427 | -1.99 | 7,253 | -0.71 | ||||
2025-07-28 | NP | NGUAX - Neuberger Berman Guardian 基金投资者类别 | 198,142 | -4.64 | 72,359 | -3.99 | ||||
2025-07-16 | 13F | 三角帆投资集团有限责任公司 | 955 | -13.89 | 339 | -12.89 | ||||
2025-07-30 | 13F | 克利福德·斯旺投资顾问有限公司 | 4,674 | -0.17 | 1,660 | 1.16 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 1,406,729 | -8.18 | 499,459 | -6.97 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | Put | 100 | -94.44 | 0 | ||||
2025-08-04 | 13F | 哈金森资本管理公司/ca | 3,007 | -8.43 | 1,068 | -7.22 | ||||
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 | 559,462 | -1.79 | 198,637 | 4.28 | ||||
2025-07-15 | 13F | 渴望资本顾问有限责任公司 | 774 | -21.66 | 275 | -20.81 | ||||
2025-08-20 | NP | 全国可变保险信托 - Neuberger Berman NVIT I 级社会责任基金 | 5,627 | -59.43 | 1,998 | -58.91 | ||||
2025-03-25 | NP | AOBLX - 先锋平衡 ESG 基金:A 类 | 26,961 | -2.03 | 9,215 | 15.53 | ||||
2025-08-06 | 13F | Cornercap投资顾问公司 | 4,846 | -2.12 | 1,721 | -0.86 | ||||
2025-07-16 | 13F | 斯威舍金融概念公司 | 1,261 | -5.47 | 448 | -4.28 | ||||
2025-08-11 | 13F/A | 普鲁斯财富管理有限公司 | 23,843 | -0.28 | 8,465 | 1.03 | ||||
2025-08-08 | 13F | Gts 证券有限公司 | 5,189 | -40.64 | 1,842 | -39.86 | ||||
2025-08-13 | 13F | AMJ金融财富管理 | 22,583 | -2.14 | 8,018 | -0.85 | ||||
2025-08-13 | 13F | Vulcan 价值合作伙伴有限责任公司 | 668,397 | -25.90 | 245,076 | -22.45 | ||||
2025-07-25 | 13F | 财富建筑师有限责任公司 | 2,955 | -0.94 | 1,049 | 0.38 | ||||
2025-07-24 | 13F | MFA财富服务 | 1,630 | -2.98 | 579 | -1.70 | ||||
2025-07-30 | 13F | 杰克逊桑顿资产管理有限公司 | 1,212 | -2.96 | 430 | 4.38 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 2,437 | -49.89 | 865 | -49.24 | ||||
2025-08-27 | NP | Touchstone 变量系列信托 - Touchstone 平衡基金 | 2,541 | -1.78 | 902 | -0.44 | ||||
2025-08-13 | 13F | 爱达荷信托银行 | 896 | -6.86 | 318 | -5.64 | ||||
2025-08-14 | 13F | Voya 财务顾问公司 | 11,690 | -5.06 | 4,075 | -3.46 | ||||
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 | 15,957 | -2.50 | 5,666 | -1.22 | ||||
2025-07-28 | 13F | 戴维森投资顾问公司 | 89,327 | -0.08 | 31,716 | 1.23 | ||||
2025-05-29 | NP | SHUS - 分层大盘对冲 ETF | 36 | -14.29 | 13 | -7.69 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 指数 500 基金 | 28,574 | -1.99 | 10,145 | -0.70 | ||||
2025-05-30 | NP | PSTKX - PIMCO StocksPLUS 基金机构 | 4,945 | -85.73 | 1,733 | -84.17 | ||||
2025-07-10 | 13F | Burns JW & Co Inc/纽约 | 108,122 | -2.87 | 38,389 | -1.60 | ||||
2025-08-06 | 13F | 瑞欧盈财务顾问有限公司 | 17,952 | -0.02 | 6,374 | 1.29 | ||||
2025-07-10 | 13F | HF 咨询集团有限责任公司 | 9,986 | -9.56 | 3,545 | -8.37 | ||||
2025-07-29 | 13F | 贸易风资本管理有限公司 | 179 | -69.03 | 64 | -68.81 | ||||
2025-07-08 | 13F | 北卡罗来纳州韦伯斯特银行 | 38,212 | -1.95 | 13,567 | -0.67 | ||||
2025-08-13 | 13F | 莫内科顾问有限责任公司 | 8,364 | -0.05 | 2,969 | 1.26 | ||||
2025-08-12 | 13F | MWA资产管理 | 9,653 | -0.87 | 3,427 | 0.44 | ||||
2025-04-21 | 13F | True Link 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Comgest全球投资公司 | 1,084,999 | -0.81 | 385,229 | 0.49 | ||||
2025-08-28 | NP | SSAQX - 道富美国核心股票基金 | 234,886 | -22.15 | 83,396 | -21.13 | ||||
2025-06-26 | NP | TECB - iShares 美国科技突破多部门 ETF | 41,993 | -3.44 | 14,509 | -2.40 | ||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 33,967 | -4.33 | 12,057 | -3.10 | ||||
2025-08-27 | NP | CSIEX-卡尔弗特A类股票基金 | 763,104 | -3.85 | 270,940 | -2.60 | ||||
2025-08-05 | 13F | 好事达公司 | 3,574 | -94.02 | 1,269 | -93.94 | ||||
2025-08-27 | NP | 卡尔弗特管理系列 - 卡尔弗特全球股票基金 I 类 | 770 | -6.55 | 273 | -5.21 | ||||
2025-05-30 | NP | PXTIX - PIMCO RAE PLUS 基金机构 | 2,210 | -85.76 | 775 | -84.22 | ||||
2025-07-28 | NP | SPLV - Invesco S&P 500 低波动性 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 212,984 | -3.81 | 77,780 | -3.15 | ||||
2025-08-14 | 13F | 大谷顾问集团有限公司 | 50,873 | -27.61 | 18,062 | -26.67 | ||||
2025-07-10 | 13F | HWG控股有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | VICTORY 可变保险基金 - Victory S&P 500 指数 VIP 系列 I 类 | 2,833 | -3.87 | 1,006 | -2.62 | ||||
2025-07-14 | 13F | 财务增强集团有限责任公司 | 35,747 | -6.24 | 12,437 | -1.57 | ||||
2025-06-23 | NP | BLPIX - 牛市深度投资者类别 | 1,338 | -6.24 | 462 | -5.13 | ||||
2025-07-29 | 13F | 康威资本管理有限公司 | 5,385 | -15.66 | 1,912 | -14.57 | ||||
2025-08-27 | NP | RYLDX - 道指 2x 策略基金 A | 4,436 | -31.79 | 1,575 | -30.89 | ||||
2025-08-07 | 13F | SFE投资顾问 | 684 | -15.56 | 243 | -14.13 | ||||
2025-08-08 | 13F | 坦格尔伍德遗产顾问有限责任公司 | 443 | -5.94 | 157 | -4.27 | ||||
2025-04-11 | 13F | 第一平权金融网络 | 5,618 | -0.30 | 1,969 | 10.50 | ||||
2025-08-12 | 13F | 奥兹克银行 | 827 | -10.40 | 294 | -9.29 | ||||
2025-08-20 | NP | AUENX - AQR 大盘防御型基金 N 类 | 84,858 | -4.90 | 30,129 | -3.66 | ||||
2025-08-25 | NP | MMLRX - MassMutual Select T. Rowe Price 大盘混合基金 I 类 | 35,063 | -22.13 | 12,449 | -21.10 | ||||
2025-07-07 | 13F | 班戈储蓄银行 | 6,445 | -3.46 | 2,288 | -2.18 | ||||
2025-07-28 | 13F | 旋转财富合作伙伴有限责任公司 | 12,170 | -0.02 | 4,321 | 1.29 | ||||
2025-08-12 | 13F | 亚特兰大索斯诺夫资本有限公司 | 977 | -21.02 | 347 | -19.86 | ||||
2025-08-27 | NP | 俄亥俄州国家基金公司 - ON BlackRock 平衡配置投资组合 | 4,150 | -62.16 | 1,473 | -61.67 | ||||
2025-08-05 | 13F | 木兰资本顾问有限公司 | 4,800 | -0.46 | 1,704 | 0.83 | ||||
2025-07-29 | 13F | 东北投资管理公司 | 247,779 | -2.24 | 87,974 | -0.96 | ||||
2025-08-26 | NP | SAOOX - 叠加 A 投资组合 1 级 | 22,076 | -9.39 | 7,838 | -8.20 | ||||
2025-07-15 | 13F | 信诺投资公司/新 | 16,759 | -3.45 | 6 | -16.67 | ||||
2025-08-14 | 13F | 咨询有限公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Lgl 合作伙伴有限公司 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 巴林金融有限责任公司 | 1,060 | -0.19 | 376 | 1.08 | ||||
2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 288,919 | -11.07 | 102,581 | -9.90 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | NP | AWAX - AB税控财富增值策略A级 | 54,512 | -4.74 | 19,907 | -4.09 | ||||
2025-07-11 | 13F | 天际线顾问公司 | 792 | -1.98 | 281 | -0.71 | ||||
2025-07-28 | 13F | 英国全球资产管理公司 | 268,552 | -9.50 | 95 | -7.77 | ||||
2025-07-30 | 13F | 梅多溪财富顾问有限公司 | 5,098 | -4.91 | 1,810 | -3.62 | ||||
2025-07-28 | 13F | 特鲁姆 | 5,407 | -0.39 | 1,920 | 0.89 | ||||
2025-08-19 | NP | Securian Funds Trust - SFT T. Rowe 价格价值基金 | 2,831 | -37.92 | 1,005 | -37.11 | ||||
2025-06-27 | NP | FICEX - FROST 增长股票基金机构类别股票 | 23,191 | -4.49 | 8,012 | -3.46 | ||||
2025-07-31 | 13F | 英格尔斯和斯奈德有限公司 | 19,777 | -12.02 | 7 | 0.00 | ||||
2025-08-19 | 13F | 安佳投资管理有限公司 | 106,081 | -0.95 | 37,664 | 0.35 | ||||
2025-07-18 | 13F | 唐纳雀财富管理有限公司 | 942 | -16.34 | 334 | -15.23 | ||||
2025-08-14 | 13F | 医生金融服务公司 | 16,968 | -2.71 | 6 | 0.00 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 新斯科舍银行信托公司 | 54,307 | -0.02 | 19,282 | 1.29 | ||||
2025-05-07 | 13F | WMS 合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | ISBAX - VY(R) 哥伦比亚逆势核心投资组合 ADV 级 | 3,127 | -2.49 | 1,110 | -1.16 | ||||
2025-08-15 | 13F | 富达 D & D 银行公司 | 793 | -2.46 | 282 | -1.06 | ||||
2025-06-26 | NP | 贝莱德 ETF 信托 - 贝莱德大盘成长型 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 | 861 | -11.33 | 297 | -10.27 | ||||
2025-08-07 | 13F | 嘉德资本有限责任公司 | 5,153 | -0.58 | 1,830 | 0.72 | ||||
2025-07-22 | NP | GFVAX - 高盛聚焦价值基金 A 类股票 | 4,160 | -1.26 | 1,519 | -0.59 | ||||
2025-07-16 | 13F | 美国资产管理有限公司 | 6,581 | -0.27 | 2,337 | 116,700.00 | ||||
2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 1,105 | -19.99 | 382 | -4.75 | ||||
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 | 25,427 | -29.24 | 9,028 | -28.32 | ||||
2025-07-17 | 13F | 芝加哥资本有限责任公司 | 407,369 | -0.55 | 144,636 | 0.75 | ||||
2025-08-06 | 13F | 顾问投资有限责任公司 | 166,276 | -1.29 | 59,036 | 0.00 | ||||
2025-08-04 | 13F | 七月的一天有限责任公司 | 1,430 | -0.35 | 508 | 0.80 | ||||
2025-04-09 | 13F | 中心星资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-26 | NP | ZZZ - CYBER HORNET 标准普尔 500(R) 和比特币 75/25 策略 ETF | 138 | -4.83 | 49 | -4.00 | ||||
2025-04-21 | 13F | 奥戴尔集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Stratos 财富顾问有限责任公司 | 36,813 | -2.91 | 13,071 | -1.64 | ||||
2025-08-12 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 126,535 | -0.88 | 44,926 | 0.42 | ||||
2025-07-24 | NP | 贝莱德资本增值基金有限公司 - 贝莱德资本增值基金有限公司 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 | 435,135 | -0.94 | 158,907 | -0.26 | ||||
2025-07-25 | NP | TEMWX - 邓普顿世界基金 A 级 | 176,378 | -36.25 | 64,411 | -35.81 | ||||
2025-08-05 | 13F | 欧博迈亚伍德投资顾问有限责任公司 | 24,006 | -2.51 | 8,523 | -1.23 | ||||
2025-07-22 | 13F | 遗产信托 | 35,132 | -5.14 | 12,474 | -3.90 | ||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 31,011 | -1.01 | 1,980 | -4.16 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 4,958,668 | -5.53 | 1,760,581 | -4.30 | ||||
2025-08-12 | 13F | TCTC 控股有限公司 | 29,431 | -0.03 | 10,449 | 1.28 | ||||
2025-07-29 | 13F | 曼彻斯特金融公司 | 7,178 | -34.09 | 2,549 | -33.23 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP T. Rowe 价格增长股票基金标准级 | 201,790 | -7.52 | 71,646 | -6.30 | ||||
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 | 150,168 | -2.47 | 51,883 | -1.41 | ||||
2025-07-24 | NP | FEQTX - 富达股票股息收入基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 39,000 | -40.55 | 14,242 | -40.14 | ||||
2025-08-29 | NP | FUNL - CornerCap Fundametrics 大盘 ETF | 4,846 | -2.12 | 1,721 | -0.86 | ||||
2025-04-02 | 13F/A | 产业联盟投资管理公司 | 484 | -90.67 | 0 | -100.00 | ||||
2025-07-17 | 13F | 詹姆斯·汉布罗及合伙人事务所 | 466,773 | -0.83 | 165,613 | 0.42 | ||||
2025-07-23 | 13F | 梅塔夫·达什投资有限公司 | 197,951 | -6.93 | 70,238 | -5.70 | ||||
2025-07-22 | NP | GSPIX - 高盛机构资本增长基金 | 22,487 | -3.46 | 8,212 | -2.79 | ||||
2025-07-25 | 13F | 约翰逊投资顾问公司 | 357,020 | -2.09 | 126,760 | -0.80 | ||||
2025-07-14 | 13F | 格里斯金融有限公司 | 2,762 | -8.27 | 981 | -7.11 | ||||
2025-07-30 | NP | RFDA - RiverFront 动态美国股息优势 ETF | 3,224 | -6.93 | 1,177 | -6.29 | ||||
2025-07-25 | NP | NFEAX - 哥伦比亚大盘成长机会基金 A 类 | 120,023 | -1.90 | 43,831 | -1.23 | ||||
2025-08-28 | NP | NZUS - SPDR MSCI 美国气候巴黎调整ETF | 177 | -29.48 | 63 | -28.74 | ||||
2025-08-27 | NP | HCESX - ESG 增长投资组合 HC 战略股票 | 2,608 | -2.21 | 926 | -0.96 | ||||
2025-06-27 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 102,902 | -8.85 | 35,553 | -7.86 | ||||
2025-04-29 | 13F | 并发投资顾问有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-11 | 13F | 财富管理合作伙伴有限责任公司 | 4,178 | -1.86 | 1,490 | -0.07 | ||||
2025-08-25 | NP | PSTAX - Virtus KAR 资本增长基金 A 类 | 122,262 | -0.54 | 43,409 | 0.76 | ||||
2025-07-28 | NP | TDV - ProShares S&P Technology Dividend Aristocrats ETF | 16,527 | -21.65 | 6,035 | -21.11 | ||||
2025-07-02 | 13F | 克拉姆利联合公司 | 2,125 | -2.57 | 755 | -1.31 | ||||
2025-07-16 | 13F | Builder投资集团公司/adv | 28,110 | -0.27 | 9,980 | 1.04 | ||||
2025-08-13 | 13F | Tranquilli 财务顾问有限责任公司 | 2,064 | -2.96 | 733 | -1.74 | ||||
2025-07-18 | 13F | 马德罗纳金融服务有限责任公司 | 966 | -0.82 | 343 | 0.29 | ||||
2025-08-14 | 13F | DRW 证券有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-10 | 13F | 安德鲁希尔投资顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 遗产财富管理公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 赛普拉斯资产管理公司/德克萨斯州 | 27,531 | -1.22 | 9,775 | 0.07 | ||||
2025-07-14 | 13F | 银行与信托公司 | 306 | -6.99 | 109 | -6.09 | ||||
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 | 429,250 | -26.44 | 148,306 | -25.65 | ||||
2025-08-14 | 13F | 隆奥资产管理公司(瑞士) | 90,141 | -1.17 | 32,005 | 0.12 | ||||
2025-08-13 | 13F | 尊贵退休有限公司 | 708 | -2.75 | 251 | -1.57 | ||||
2025-07-17 | 13F | 投资研究与咨询集团有限公司 | 19,209 | -2.31 | 6,820 | -1.03 | ||||
2025-06-26 | NP | HFIGX - 哈特福德施罗德多元化增长基金 I 类 | 1,539 | -7.84 | 532 | -6.84 | ||||
2025-06-26 | NP | AGRFX - AB成长基金A类 | 191,751 | -10.62 | 66,250 | -9.65 | ||||
2025-08-12 | 13F | 新英格兰退休计划公司 | 8,372 | -2.52 | 2,973 | -1.26 | ||||
2025-07-24 | NP | PROVX - 公积金信托策略基金 | 43,042 | -15.42 | 15,282 | -14.31 | ||||
2025-08-14 | NP | DFMAX - 戴维森多股股票基金 A 类 | 10,081 | -1.57 | 3,579 | -0.28 | ||||
2025-07-08 | 13F | 赎金咨询有限公司 | 9,567 | -2.05 | 3,397 | -0.76 | ||||
2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 28,777 | -6.96 | 10,217 | -5.74 | ||||
2025-08-13 | 13F | 皇家基金管理有限责任公司 | 770 | -0.77 | 273 | 0.74 | ||||
2025-07-31 | 13F | 赛布鲁克资本 /nc | 62,821 | -4.05 | 22,305 | -2.80 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 2,789,285 | -10.92 | 990,336 | 2.60 | ||||
2025-05-15 | 13F | 格雷厄姆资本管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | 贝莱德长期股票基金 - 贝莱德长期股票基金投资者 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 | 179,295 | -17.75 | 61,946 | -16.86 | ||||
2025-08-27 | NP | BOPIX - Sterling Capital 特别机会基金机构类别 | 42,500 | -8.54 | 15,090 | -7.34 | ||||
2025-08-14 | 13F | 芬史密斯投资服务有限公司 | 1,311,888 | -6.78 | 465,786 | -5.56 | ||||
2025-08-04 | 13F | 翡翠顾问有限公司 | 2,178 | -4.35 | 773 | -3.01 | ||||
2025-08-14 | 13F | 迈文证券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | 沙盒金融合作伙伴有限责任公司 | 5,970 | -0.30 | 2,120 | 1.00 | ||||
2025-06-30 | NP | VESGX - Vanguard Global ESG 选择股票基金 Admiral Shares | 140,661 | -15.86 | 48,598 | -14.95 | ||||
2025-07-28 | 13F | 邓克街公司 | 12,275 | -0.91 | 4,358 | 0.39 | ||||
2025-08-26 | NP | PXGOX - PAX GLOBAL OPPORTUNITIES FUND 机构级 | 7,566 | -19.87 | 2,686 | -18.83 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | Put | 0 | -100.00 | 0 | ||||
2025-07-09 | 13F | 韦斯特伯恩投资公司 | 10,195 | -4.48 | 3,620 | -3.24 | ||||
2025-08-14 | 13F | 佩斯费里财富顾问有限公司 | 6,717 | -7.83 | 2,385 | -6.66 | ||||
2025-05-14 | 13F | Sellwood投资合伙公司 | 0 | -100.00 | 0 | |||||
2025-03-12 | 13F/A | 私人资本管理有限公司 | 13,208 | -1.40 | 3,467 | -7.28 | ||||
2025-08-11 | NP | CUSUX - 六环美国无约束股票基金 | 687,461 | -2.53 | 244,083 | -1.26 | ||||
2025-07-21 | 13F | 大都会资本有限公司 | 127,726 | -19.33 | 45,349 | -18.28 | ||||
2025-07-28 | 13F | 戴维森信托公司 | 4,020 | -1.28 | 1,427 | 0.00 | ||||
2025-08-13 | 13F | RPg 家庭财富咨询有限责任公司 | 14,159 | -45.98 | 5,027 | -45.28 | ||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 211,091 | -2.07 | 74,948 | -0.79 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 投资者信托系列初始类别 | 18,684 | -19.60 | 6,634 | -18.55 | ||||
2025-05-15 | 13F | 永久资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 里奇伍德投资顾问有限公司 | 10,886 | -0.18 | 3,865 | 1.13 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Clearbridge 大盘成长 ESG 投资组合 IB 类 | 62,861 | -5.98 | 22,319 | -4.75 | ||||
2025-06-30 | NP | PFM - Invesco Dividend Achievers ETF | 50,207 | -4.15 | 17,347 | -3.12 | ||||
2025-06-26 | NP | HLFNX - 轩尼诗大型金融基金投资者类别 | 4,700 | -2.08 | 1,624 | -1.04 | ||||
2025-08-29 | NP | BEEZ - Honeytree 美国股票 ETF | 875 | -6.12 | 311 | -4.91 | ||||
2025-07-17 | 13F | 博斯曼财富管理有限责任公司 | 600 | -14.29 | 213 | -13.06 | ||||
2025-07-15 | 13F | IMS资本管理公司 | 10,440 | -1.52 | 3,707 | -0.24 | ||||
2025-07-23 | 13F | 奥斯汀资产管理公司 | 1,152 | -10.07 | 409 | -8.71 | ||||
2025-08-13 | 13F | 阿朱那资本 | 11,918 | -8.39 | 4,231 | -7.19 | ||||
2025-07-24 | 13F | 品尼高西资产管理公司 | 5,300 | -1.03 | 2 | 0.00 | ||||
2025-07-25 | NP | AWAAX - AB 财富增值策略A级 | 86,068 | -7.05 | 31,431 | -6.42 | ||||
2025-07-16 | 13F | 百达银行和Cie Sa银行 | 414,253 | -8.70 | 147,081 | -7.50 | ||||
2025-07-25 | NP | USNZ - Xtrackers 净零路径巴黎联盟美国股票 ETF | 8,246 | -3.85 | 3,011 | -3.18 | ||||
2025-08-14 | 13F | ValueAct 控股有限公司 | 1,244,950 | -5.18 | 442,019 | -3.94 | ||||
2025-07-29 | 13F | 有志者有限公司 | 4,599 | -1.41 | 1,633 | -0.12 | ||||
2025-07-18 | 13F | 布朗希普利有限公司 | 31,766 | -10.44 | 11,279 | -9.27 | ||||
2025-08-08 | 13F | 格林资本管理有限公司 | 5,858 | -49.59 | 2,080 | -48.94 | ||||
2025-08-27 | NP | 保诚系列基金 - 全球投资组合 I 类 | 14,152 | -27.48 | 5,025 | -26.53 | ||||
2025-07-08 | 13F | 红云杉资本有限责任公司 | 3,233 | -0.68 | 1,148 | 0.61 | ||||
2025-07-02 | 13F | 多利弗顾问有限合伙人 | 13,060 | -2.04 | 4,637 | -0.77 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 大盘增长账户 I 1 类 | 26,029 | -3.76 | 9,242 | -2.50 | ||||
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 | 4,268 | -11.21 | 1,515 | -10.04 | ||||
2025-06-25 | NP | SHGTX - 哥伦比亚塞利格曼全球科技基金 A 类 | 192,381 | -5.91 | 66,468 | -4.89 | ||||
2025-08-14 | 13F | 资本规划顾问有限责任公司 | 29,991 | -2.01 | 10,648 | -0.73 | ||||
2025-08-11 | 13F | 顾问资源委员会 | 1,547 | -76.82 | 549 | -70.24 | ||||
2025-07-14 | 13F | 艾姆斯财富管理有限公司 | 603 | -66.01 | 214 | -65.54 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 专注升值投资组合 | 221,432 | -1.93 | 78,619 | -0.64 | ||||
2025-08-22 | NP | CVSE - Calvert 美国精选股票 ETF | 748 | -42.64 | 266 | -41.89 | ||||
2025-07-17 | 13F | 圭亚苏塔投资顾问公司 | 5,620 | -2.36 | 1,995 | -1.09 | ||||
2025-08-11 | 13F | 来自 Borstel & Associates, Inc. | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | Brighthouse Funds Trust I - ClearBridge 激进增长投资组合 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 | 469,696 | -2.89 | 166,766 | -1.62 | ||||
2025-07-09 | 13F | 伯恩资产管理有限责任公司 | 8,090 | -6.33 | 2,872 | -5.09 | ||||
2025-08-05 | 13F | 昌盛财富管理有限公司 | 716 | -1.65 | 254 | -0.39 | ||||
2025-07-28 | 13F | 埃尔姆伍德财富管理公司 | 3,710 | -3.89 | 1,317 | -2.59 | ||||
2025-08-08 | 13F | 先锋信托银行 不适用/或 | 27,755 | -3.20 | 9,854 | -1.93 | ||||
2025-08-01 | 13F | 财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 513,375 | -1.80 | 182,274 | -0.51 | ||||
2025-07-07 | 13F | 俄克拉荷马州信托公司 | 27,127 | -1.67 | 9,631 | -0.38 | ||||
2025-08-14 | 13F | 贝克·麦克奥利弗有限公司 | 13,425 | -6.20 | 4,767 | -4.97 | ||||
2025-05-12 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | NP | 景顺交易所交易基金信托 II - 景顺 ESG 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 | 357 | -15.00 | 130 | -14.47 | ||||
2025-07-24 | 13F | 德鲁克财富 3.0 有限责任公司 | 6,386 | -17.68 | 2,284 | -16.00 | ||||
2025-08-14 | 13F | 鹰资本管理有限公司 | 5,244 | -51.37 | 1,862 | -50.75 | ||||
2025-08-28 | NP | ELDFX - ELFUN 多元化基金 Elfun 多元化基金 | 2,229 | -4.01 | 791 | -2.71 | ||||
2025-08-05 | 13F | 九点合伙人有限公司 | 2,777 | -6.69 | 986 | -5.47 | ||||
2025-07-18 | 13F | 太平洋山投资顾问公司/id | 2,441 | -28.02 | 867 | -27.10 | ||||
2025-07-08 | 13F | SEED 规划集团有限责任公司 | 13,657 | -6.41 | 4,849 | -5.16 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 41,163,421 | -3.57 | 14,615 | -2.30 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/梅隆道琼斯指数基金 (I) | 177,322 | -2.32 | 62,958 | -1.04 | ||||
2025-04-11 | 13F | 保障金融有限责任公司 | 1,573 | -5.30 | 551 | 5.15 | ||||
2025-07-09 | 13F | WealthCare 投资伙伴有限责任公司 | 645 | -2.12 | 231 | 10.00 | ||||
2025-06-23 | NP | PPSFX - 大型股价值基金 III R-3 | 90,867 | -29.24 | 31,395 | -28.48 | ||||
2025-07-31 | 13F | 180 财富顾问有限公司 | 11,472 | -0.94 | 4,073 | 0.37 | ||||
2025-08-06 | 13F | 马拉加湾资本有限责任公司 | 9,687 | -0.90 | 3,439 | 0.41 | ||||
2025-08-08 | 13F | POM 投资策略有限责任公司 | 24 | -29.41 | 9 | -27.27 | ||||
2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-07 | 13F | 伯奇克里克财富管理有限责任公司 | 985 | -1.40 | 350 | -0.29 | ||||
2025-06-24 | NP | FEUS - FlexShares ESG 和气候美国大型股核心指数基金 | 3,432 | -15.22 | 1,186 | -14.32 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -9,271 | -3,292 | |||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 728,817 | -1.30 | 258,766 | -0.01 | ||||
2025-04-24 | NP | UCMCX - 基石适度保守基金 | 778 | -15.62 | 282 | -2.76 | ||||
2025-05-30 | NP | PEFIX - PIMCO RAE PLUS EMG 机构基金 | 371 | -85.56 | 130 | -83.97 | ||||
2025-07-23 | 13F | 阿米投资管理公司 | 15,552 | -1.15 | 5,522 | 0.15 | ||||
2025-08-29 | NP | JAGRX - Janus Henderson 研究投资组合服务股票 | 49,782 | -1.97 | 17,675 | -0.68 | ||||
2025-07-29 | 13F | 积极财富管理 | 599 | -12.81 | 213 | -11.67 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 大盘成长投资组合 A 类 | 128,816 | -2.69 | 45,736 | -1.41 | ||||
2025-07-22 | NP | GINN - 高盛创新股票 ETF | 4,842 | -14.83 | 1,768 | -14.26 | ||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 39,298 | -2.56 | 13,953 | -1.29 | ||||
2025-08-11 | 13F | 战略财富伙伴有限公司 | 32,001 | -16.68 | 11,362 | -16.81 | ||||
2025-07-18 | 13F | 哥伦比亚资产管理公司 | 53,570 | -1.57 | 19,020 | -0.28 | ||||
2025-07-14 | 13F | 查平戴维斯公司 | 3,440 | -5.55 | 1,221 | -4.31 | ||||
2025-08-12 | 13F | 景观资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 银行家有限责任公司 | 12,696 | -0.14 | 4,508 | 1.17 | ||||
2025-08-04 | 13F | 科瓦克顾问公司 | 4,696 | -9.38 | 1,667 | -8.20 | ||||
2025-07-22 | 13F | 奥尔斯坦资本管理有限合伙人 | 6,000 | -14.29 | 2 | 0.00 | ||||
2025-07-24 | 13F | 美国合众银行\de\ | 1,002,899 | -0.87 | 356,089 | 0.43 | ||||
2025-07-24 | NP | FCAJX - 富达气候行动基金 富达顾问气候行动基金:A 类 | 2,141 | -4.16 | 782 | -3.58 | ||||
2025-08-14 | 13F | 希尔特尔卡拉汉有限公司 | 928 | -23.05 | 329 | -22.04 | ||||
2025-07-29 | NP | VFAIX - 先锋金融指数基金海军上将股票 | 1,688,703 | -3.05 | 616,697 | -2.38 | ||||
2025-08-13 | 13F | 卡普拉管理有限公司 | 87 | -94.06 | 31 | -94.15 | ||||
2025-08-05 | 13F | 纳维利有限公司 | 10,512 | -2.66 | 3,732 | -1.37 | ||||
2025-07-24 | 13F | 布莱恩特·伍兹投资顾问有限责任公司 | 677 | -1.60 | 240 | -0.41 | ||||
2025-07-11 | 13F | CMH 财富管理有限责任公司 | 19,745 | -21.89 | 7,010 | -20.87 | ||||
2025-07-29 | 13F | CapWealth 顾问有限责任公司 | 911 | -0.22 | 323 | 1.25 | ||||
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 | 7,574 | -2.98 | 2,617 | -1.95 | ||||
2025-07-22 | 13F | 伯杰金融集团公司 | 29,002 | -3.08 | 10,297 | -1.80 | ||||
2025-05-05 | 13F | 晨星投资服务有限责任公司 | 18,623 | -56.83 | 7 | -53.85 | ||||
2025-07-16 | 13F | 强大的资产管理有限责任公司 | 12,557 | -0.33 | 4,401 | -0.34 | ||||
2025-05-30 | NP | GILIX - NAA 大型核心基金 机构类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 资本投资顾问公司 | 11,372 | -2.52 | 4,038 | -1.25 | ||||
2025-07-14 | 13F | 内普西斯公司 | 53,272 | -17.90 | 18,914 | -16.82 | ||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 24,728 | -2.13 | 8,780 | -0.86 | ||||
2025-08-14 | 13F | XY资本有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-29 | 13F | 弗拉文金融服务有限公司 | 6,817 | -6.74 | 2,420 | -5.51 | ||||
2025-07-16 | 13F | 斯蒂尔沃特资本顾问有限公司 | 60,770 | -0.34 | 21,576 | 0.97 | ||||
2025-07-17 | 13F | 资本洞察合伙人有限公司 | 5,180 | -2.67 | 1,839 | -1.39 | ||||
2025-08-21 | NP | MXEBX - Great-West 核心策略:美国股票基金机构类 | 14,528 | -8.28 | 5,158 | -7.08 | ||||
2025-07-14 | 13F | AdvisorNet 金融公司 | 6,861 | -3.50 | 2,436 | -2.21 | ||||
2025-07-22 | 13F | 加速财富管理 | 1,380 | -0.43 | 490 | 1.03 | ||||
2025-08-08 | 13F | 三菱日联信托银行 | 1,145,508 | -1.57 | 406,713 | -0.28 | ||||
2025-08-14 | 13F | Palestra资本管理有限责任公司 | 308,278 | -3.67 | 109,454 | -2.41 | ||||
2025-08-13 | 13F | 团结财富有限责任公司 | 44,726 | -3.94 | 15,880 | -2.69 | ||||
2025-08-08 | 13F | 亚特兰大咨询集团顾问有限公司 | 10,284 | -7.13 | 3,651 | -5.90 | ||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 12,580 | -3.39 | 4,467 | -2.13 | ||||
2025-08-08 | 13F | ProVise 管理集团有限责任公司 | 46,882 | -3.20 | 16,645 | -1.93 | ||||
2025-07-31 | 13F | 橡树港财富合作伙伴有限公司 | 16,909 | -0.10 | 6,004 | 1.21 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/T. Rowe Price 资本增值股票基金 (I) | 26,777 | -11.55 | 9,507 | -10.39 | ||||
2025-08-13 | 13F | 维加投资解决方案 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 阿梅利奥拉财富管理有限公司 | 9,980 | -32.71 | 3,543 | -31.83 | ||||
2025-07-28 | 13F | 大象马克B | 1,975 | -0.50 | 701 | 0.86 | ||||
2025-07-21 | 13F | 新世纪金融集团有限责任公司 | 1,450 | -65.49 | 515 | -65.08 | ||||
2025-07-31 | 13F | 普伦投资管理有限责任公司 | 1,783 | -3.36 | 633 | -2.01 | ||||
2025-06-26 | NP | CRBN - iShares MSCI ACWI 低碳目标 ETF | 23,567 | -0.02 | 8,142 | 1.07 | ||||
2025-08-14 | 13F | 西海岸金融有限责任公司 | 0 | -100.00 | 0 | |||||
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 | 4,903 | -35.10 | 1,741 | -34.27 | ||||
2025-07-24 | 13F | 李氏金融公司 | 2,783 | -4.66 | 988 | -3.33 | ||||
2025-07-15 | 13F | 萨拉湾金融公司 | 973 | -2.99 | 345 | 0.58 | ||||
2025-08-14 | 13F | 公共投资基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 特拉华州美国成长基金标准级 | 11,920 | -43.20 | 4,232 | -42.45 | ||||
2025-08-07 | 13F | 温思罗普资本管理有限公司 | 5,082 | -3.44 | 2 | 0.00 | ||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 22,950 | -7.38 | 8,001 | -5.83 | ||||
2025-08-25 | NP | LDVCX - AXS 汤森路透风险投资回报跟踪基金 C 类股票 | 11,805 | -1.09 | 4,191 | 0.22 | ||||
2025-08-22 | 13F | 斯坦斯资本有限公司 | 4,591 | -56.21 | 1,630 | -55.63 | ||||
2025-07-28 | NP | UYG - ProShares Ultra 金融 | 147,421 | -3.42 | 53,837 | -2.76 | ||||
2025-07-28 | 13F | 纳德勒金融集团公司 | 2,543 | -6.20 | 903 | -5.05 | ||||
2025-08-05 | 13F | AGH 财富顾问有限公司 | 3,781 | -4.04 | 1,342 | -2.75 | ||||
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 | 7,090 | -6.59 | 2,450 | -5.59 | ||||
2025-07-11 | 13F | 专业咨询服务公司 | 54,305 | -1.55 | 19 | 0.00 | ||||
2025-05-29 | NP | SEASONS SERIES TRUST - SA T. Rowe 价格增长股票投资组合 1 类 | 16,192 | -6.29 | 5,675 | 3.92 | ||||
2025-08-05 | 13F | 亨廷顿国家银行 | 535,366 | -0.11 | 190,082 | 1.20 | ||||
2025-08-07 | 13F | 阿米卡互助保险公司 | 46,181 | -6.26 | 16 | -5.88 | ||||
2025-08-13 | 13F | 奥西亚姆 | 27,604 | -48.60 | 9,801 | -47.93 | ||||
2025-06-26 | NP | CUSEX - Capital Group 美国股票基金股票类别 | 31,002 | -19.80 | 10,711 | -18.94 | ||||
2025-06-25 | NP | TBDAX - PGIM JENNISON 多元化增长基金 A 类 | 25,885 | -26.05 | 8,943 | -25.25 | ||||
2025-08-26 | NP | IEOPX - Voya 大盘成长投资组合 ADV 级 | 199,604 | -2.34 | 70,869 | -1.06 | ||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 33,967 | -6.57 | 12,054 | -5.38 | ||||
2025-08-05 | 13F | 第四维度财富有限责任公司 | 879 | -3.30 | 312 | -1.89 | ||||
2025-08-22 | NP | FMAGX - 富达麦哲伦基金 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 | 2,540,693 | -2.75 | 902,073 | -1.47 | ||||
2025-07-08 | 13F | 吉莱斯皮·罗宾逊与格林公司 | 140,598 | -11.11 | 49,919 | -9.95 | ||||
2025-05-12 | 13F | 奥斯汀私人财富有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-05-15 | 13F | 未来资产证券(美国)有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 道奇考克斯 | 859 | -10.43 | 305 | -9.52 | ||||
2025-05-15 | 13F | 未来资产证券(美国)有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-29 | NP | JLFSX - 全球气候行动基金 - I 类 | 682 | -12.79 | 242 | -11.68 | ||||
2025-07-11 | 13F | BDF-管理 | 43,628 | -9.83 | 15,490 | -8.64 | ||||
2025-08-25 | NP | SHRY - 大型美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 668 | -18.14 | 237 | -16.84 | ||||
2025-08-12 | 13F | 寨湖规划与财富管理有限公司 | 4,095 | -1.30 | 1,454 | 0.00 | ||||
2025-03-26 | NP | MVSRX - Mar Vista 战略增长基金退休股票 | 4,145 | -28.37 | 1,417 | -15.56 | ||||
2025-07-02 | 13F | 霍华德金融服务有限公司 | 1,469 | -20.51 | 522 | -19.47 | ||||
2025-07-14 | 13F | 麦克马洪财务顾问有限责任公司 | 714 | -39.34 | 254 | -38.59 | ||||
2025-08-08 | 13F | 第1776章 | 9,205 | -1.51 | 3,268 | -0.21 | ||||
2025-07-23 | 13F | 理查森资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 艾姆斯国民公司 | 1,999 | -3.62 | 710 | -2.34 | ||||
2025-08-25 | NP | MML系列投资基金 - MML股票指数基金I类 | 20,724 | -5.00 | 7,358 | -3.75 | ||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 132,354 | -0.21 | 46,992 | 1.09 | ||||
2025-08-01 | 13F | 育空财富管理有限公司 | 2,918 | -32.89 | 1,036 | -31.98 | ||||
2025-08-14 | 13F | XY资本有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-13 | 13F | 资本顾问有限公司/纽约州 | 762,278 | -1.52 | 270,647 | -0.23 | ||||
2025-08-12 | 13F | Kohmann Bosshard 金融服务有限责任公司 | 588 | -5.31 | 209 | -4.15 | ||||
2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 446 | -2.83 | 158 | -1.25 | ||||
2025-07-25 | NP | XPND - First Trust 扩展技术 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 | 3,032 | -22.36 | 1,107 | -21.82 | ||||
2025-08-19 | 13F | 资产奉献有限责任公司 | 19,747 | -0.77 | 7,011 | 0.53 | ||||
2025-07-30 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 3,863 | -59.54 | 1,372 | -58.73 | ||||
2025-08-14 | 13F | Palisade 资本管理有限公司/新泽西州 | 84,846 | -0.07 | 30,124 | 1.24 | ||||
2025-04-29 | 13F | 金融网络财富管理有限责任公司 | 4,891 | -2.67 | 2 | 0.00 | ||||
2025-04-25 | 13F | 中大西洋资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 梵克雅宝资产管理公司 | 755 | -9.25 | 268 | -7.90 | ||||
2025-07-16 | 13F | Minichmacgregor 财富管理有限公司 | 1,070 | -34.99 | 380 | -34.20 | ||||
2025-07-30 | 13F | 达戴维森公司 | 350,673 | -0.03 | 124,507 | 1.28 | ||||
2025-08-04 | 13F | 肖尔茨公司 | 22,183 | -5.87 | 7,876 | -4.63 | ||||
2025-08-06 | 13F | 峰会投资顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | GCHDX - Gotham 对冲核心基金机构类别 | 151 | -7.93 | 54 | -7.02 | ||||
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 | 29,029 | -3.68 | ||||
2025-06-26 | NP | HEIIX - 轩尼诗股票及收益基金机构类 | 4,900 | -6.91 | 1,693 | -5.95 | ||||
2025-08-14 | 13F | Matrix私人资本集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 科尔福德投资管理有限公司 | 72,967 | -0.67 | 25,907 | 0.63 | ||||
2025-08-25 | NP | MGFAX - 万通互助理财全球基金 A 类 | 14,867 | -3.12 | 5,279 | -1.86 | ||||
2025-06-26 | NP | DURPX - 美国高相对盈利能力投资组合机构类别 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 | 714,513 | -1.63 | 246,864 | -0.56 | ||||
2025-08-05 | 13F | 埃莱维斯特公司 | 6,064 | -17.75 | 2,153 | -16.68 | ||||
2025-07-30 | 13F | Schaper Benz 和 Wise Investment Counsel Inc/wi | 64,301 | -7.69 | 22,830 | -6.48 | ||||
2025-08-06 | 13F | 神剑管理公司 | 12,920 | -1.12 | 4,587 | 0.17 | ||||
2025-07-25 | 13F | 格里芬资产管理公司 | 50,570 | -1.21 | 17,955 | 0.08 | ||||
2025-08-25 | NP | RDVY - First Trust Rising Dividend Achievers ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 897,427 | -0.02 | 318,631 | 1.28 | ||||
2025-05-07 | 13F | 晨星投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 卡普拉管理有限公司 | Put | 4,100 | -19.61 | 1,456 | -18.58 | |||
2025-07-08 | 13F | 布劳恩-博斯蒂奇联合公司 | 1,265 | -3.29 | 449 | -1.97 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 大型核心成长基金 | 18,286 | -0.84 | 6,492 | 0.46 | ||||
2025-08-25 | NP | DVOL - First Trust Dorsey Wright 动量和低波动性 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,838 | -6.51 | 1,718 | -5.30 | ||||
2025-08-22 | NP | 德意志 DWS 变量系列 I - DWS Capital Growth VIP A 级 | 42,185 | -3.98 | 14,978 | -2.73 | ||||
2025-07-29 | NP | PARWX - Parnassus Endeavor 基金投资者股票 | 256,686 | -2.08 | 91,136 | -0.80 | ||||
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 | 25,226 | -3.76 | 8,956 | -2.50 | ||||
2025-08-29 | NP | JAGMX - 500 指数信托资产净值 | 357,381 | -0.43 | 126,888 | 0.87 | ||||
2025-07-29 | 13F | 梅扎萨尔玛顾问有限责任公司 | 35,036 | -0.24 | 12,440 | 1.06 | ||||
2025-06-25 | NP | NAWGX - Voya 全球股票基金 A 类 | 4,484 | -2.48 | 1,549 | -1.40 | ||||
2025-08-08 | 13F | 华盛顿信托公司 | 222,573 | -1.37 | 79,024 | -0.08 | ||||
2025-08-12 | 13F | 维纳管理有限责任公司 | 101,115 | -0.73 | 35,901 | 0.57 | ||||
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 | 562,046 | -0.14 | 194,187 | 0.94 | ||||
2025-04-17 | 13F | FNY 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
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 | 27,028 | -9.48 | 9,870 | -8.86 | ||||
2025-08-08 | 13F | eCIO公司 | 588 | -0.68 | 209 | 0.48 | ||||
2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 博特尔古德曼有限公司 | 145 | -16.18 | 0 | |||||
2025-08-13 | 13F | 大纪元投资伙伴公司 | 517,758 | -31.66 | 183,830 | -30.76 | ||||
2025-05-06 | 13F | 哈梅尔联合公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 韦斯特伯恩投资顾问公司 | 4,149 | -1.19 | 1,473 | 0.14 | ||||
2025-05-29 | NP | Northern Lights Variable Trust - Power Momentum Index VIT 基金 2 类股票 | 3,525 | -22.88 | 1,235 | -3.14 | ||||
2025-07-23 | 13F | Avantra 家庭财富有限公司 | 4,737 | -1.52 | 1,682 | -0.24 | ||||
2025-08-08 | 13F | Impax资产管理集团有限公司 | 295,517 | -23.10 | 104,191 | -22.11 | ||||
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 | 422,639 | -12.30 | 146,022 | -11.35 | ||||
2025-07-17 | 13F | 查塔姆资本集团有限公司 | 6,739 | -3.65 | 2,393 | -2.41 | ||||
2025-08-07 | 13F | 坎伯兰顾问公司 | 640 | -1.54 | 227 | 0.00 | ||||
2025-06-26 | NP | TISCX - TIAA-CREF 社会选择股票基金机构级 | 360,884 | -8.27 | 124,685 | -7.28 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 99,370 | -4.32 | 35,281 | -3.06 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA AB 成长投资组合 1 级 | 240,641 | -7.33 | 83,141 | -6.33 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 259,803 | -5.16 | 92,243 | -3.92 | ||||
2025-07-22 | NP | RIVBX - Riverbridge 成长基金机构级 | 11,404 | -2.91 | 4,165 | -2.25 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 大盘成长基金 | 7,954 | -0.71 | 2,824 | 0.61 | ||||
2025-08-14 | 13F | 皇家伦敦资产管理有限公司 | 2,533,080 | -11.97 | 899,370 | -10.82 | ||||
2025-08-14 | 13F | 新港资本集团有限责任公司 | 2,024 | -2.79 | 719 | -1.51 | ||||
2025-06-26 | NP | IBALX - Transamerica 多管理平衡 A | 39,751 | -2.07 | 13,734 | -1.02 | ||||
2025-07-08 | 13F | E. Ohman J:或资产管理公司 | 263,027 | -2.61 | 93,388 | -1.34 | ||||
2025-07-30 | 13F | 加冕基金管理有限公司 | 12,082 | -51.52 | 4,290 | -50.89 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 9,911 | -1.59 | 3,519 | -0.31 | ||||
2025-08-18 | 13F/A | 韦斯特伍德控股集团公司 | 254,527 | -1.71 | 90,370 | -0.42 | ||||
2025-06-25 | NP | JSPJX - 杰克逊广场大盘成长基金投资者类别 | 23,580 | -6.12 | 8,147 | -5.11 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio I 类股票 | 12,897 | -57.20 | 4,579 | -56.64 | ||||
2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 7,479 | -20.51 | 3 | -33.33 | ||||
2025-07-11 | 13F | 布滕斯基和科恩金融安全公司 | 16,732 | -3.41 | 5,941 | -2.16 | ||||
2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 17,633 | -55.92 | 6,261 | -55.35 | ||||
2025-08-14 | 13F | 摩尔资本管理有限公司 | 15,037 | -67.19 | 5,339 | -66.77 | ||||
2025-07-16 | 13F | 诺维姆集团 | 9,391 | -8.08 | 3,334 | -6.87 | ||||
2025-08-14 | 13F | 现代财富管理有限责任公司 | 10,997 | -10.11 | 3,905 | -8.93 | ||||
2025-08-14 | 13F | 阿尔格特全球有限公司 | 9,743 | -1.16 | 3 | 0.00 | ||||
2025-06-25 | NP | WGFCX - 富国银行成长基金 C 类 | 111,105 | -4.16 | 38,387 | -3.12 | ||||
2025-05-14 | 13F | 蒙特利私人财富公司 | 4,872 | -1.34 | 1,708 | 9.42 | ||||
2025-08-01 | 13F | 特维斯投资管理公司 | 3,789 | -6.54 | 1,345 | 5.00 | ||||
2025-08-08 | 13F | 康帕斯财富管理有限责任公司 | 8,597 | -2.69 | 3,052 | -1.42 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘核心管理波动性投资组合 IB 类 | 52,638 | -11.48 | 18,689 | -10.32 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 摩根大通增强指数副总裁初始 | 138,066 | -10.41 | 49,020 | -9.24 | ||||
2025-07-09 | 13F | 戈尔泽投资管理公司 | 25,674 | -1.48 | 9,116 | -0.20 | ||||
2025-08-13 | 13F | XXEC 公司 | 24,210 | -19.40 | 8,596 | -18.35 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 施罗德全球多元资产投资组合 B 类 | 10,912 | -4.52 | 3,874 | -3.27 | ||||
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 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-29 | 13F | 相和金融集团有限公司 | 14,078 | -0.73 | 5 | 0.00 | ||||
2025-07-28 | 13F | 策划财富合作伙伴有限责任公司 | 3,045 | -7.16 | 1,081 | -5.92 | ||||
2025-08-07 | 13F | 全景投资顾问有限公司 | 602 | -2.75 | 214 | -1.39 | ||||
2025-06-30 | NP | VWNFX - Vanguard Windsor II 基金投资者股票 | 2,143,443 | -16.13 | 740,560 | -15.22 | ||||
2025-08-29 | NP | JAGIX - Janus Henderson 增长和收入基金 T 类 | 714,337 | -2.39 | 253,625 | -1.11 | ||||
2025-07-29 | 13F | 奥唐纳金融服务有限责任公司 | 767 | -4.36 | 272 | -3.20 | ||||
2025-07-29 | NP | SCAUX - 景顺低波动股票收益基金 A 类 | 5,131 | -8.26 | 1,874 | -7.64 | ||||
2025-07-21 | 13F | 上升集团有限责任公司 | 58,983 | -2.64 | 20,942 | -1.36 | ||||
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 | 93,524 | -7.01 | 33,206 | -5.79 | ||||
2025-07-28 | 13F | WealthPLAN 合作伙伴有限责任公司 | 3,171 | -12.18 | 1,126 | -11.07 | ||||
2025-07-29 | 13F | 百丽资本国际有限公司 | 1,134 | -36.96 | 403 | -36.19 | ||||
2025-08-14 | 13F | 核心第一银行与信托 | 2,060 | -0.48 | 731 | 0.83 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A2 系列 | 3,349 | -6.14 | 1,189 | -4.88 | ||||
2025-05-15 | 13F | ClearAlpha 技术公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 日本财产保险日本兴亚资产管理有限公司 | 41,058 | -2.46 | 14,578 | -1.19 | ||||
2025-07-31 | 13F | Fedenia 顾问有限公司 | 3,946 | -6.05 | 1,401 | -4.76 | ||||
2025-08-26 | NP | FKGRX - 富兰克林成长基金 A 类 | 825,886 | -4.72 | 293,231 | -3.47 | ||||
2025-08-08 | 13F | 财富信托资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 鹏瑞利顾问有限公司 | 37,022 | -2.96 | 13,145 | -1.69 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 大盘成长基金初始级 | 30,631 | -5.81 | 10,876 | -4.58 | ||||
2025-07-17 | 13F | 蒂尔伍德资产管理公司 | 5,676 | -3.32 | 2 | 0.00 | ||||
2025-06-26 | NP | HGOAX - 哈特福德成长机会基金 A 类 | 422,747 | -22.88 | 146,059 | -22.05 | ||||
2025-08-05 | 13F | 弗林·齐托资本管理有限公司 | 3,191 | -4.80 | 1,133 | -3.58 | ||||
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 | 2,738 | -3.59 | 936 | 13.61 | ||||
2025-07-21 | 13F | Pflug Koory 有限责任公司 | 3,629 | -0.03 | 1,288 | 1.26 | ||||
2025-08-06 | 13F | 南州公司 | 175,146 | -2.69 | 62,186 | -1.96 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 1,086,560 | -9.63 | 385,821 | -8.40 | ||||
2025-04-28 | NP | UTRN - Vesper 美国大盘短期反转策略 ETF | 1,382 | -56.31 | 501 | -41.81 | ||||
2025-08-05 | 13F | 罗夫曼米勒联合公司 /pa/ | 126,185 | -0.16 | 44,802 | 1.15 | ||||
2025-08-27 | NP | APDWX - Artisan 价值收益基金顾问股票 | 642 | -13.48 | 228 | -12.69 | ||||
2025-06-26 | NP | FFLC - 富达新千年 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,658 | -7.50 | 12,320 | -6.50 | ||||
2025-07-16 | 13F | 西尔维斯特顾问有限责任公司 | 1,385 | -9.95 | 492 | -8.91 | ||||
2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 50,918 | -0.93 | 18,078 | 0.37 | ||||
2025-07-21 | 13F | 卡塔利娜资本集团有限责任公司 | 1,546 | -29.85 | 549 | -29.02 | ||||
2025-08-11 | 13F | 精英金融有限公司 | 0 | -100.00 | 0 | |||||
2025-06-30 | NP | 景顺主动管理型交易所交易基金信托 - 景顺标普 500 等权重收益优势 ETF | 1,371 | -2.42 | 474 | -1.46 | ||||
2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 5,947 | -2.03 | 2,112 | -0.75 | ||||
2025-08-12 | 13F | Trivant 定制投资组合集团有限责任公司 | 9,558 | -0.76 | 3,393 | 0.53 | ||||
2025-08-28 | NP | EFIV - Spdr S&p 500 Esg ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,161 | -34.75 | 19,230 | -33.89 | ||||
2025-08-06 | 13F | SP资产管理有限责任公司 | 19,746 | -0.30 | 7,011 | 0.99 | ||||
2025-07-25 | 13F | 潘多拉财富公司 | 5,301 | -0.24 | 1,882 | 1.07 | ||||
2025-08-04 | 13F | 莱德亚德国家银行 | 47,356 | -1.55 | 16,814 | -0.27 | ||||
2025-05-27 | NP | MFRFX - MFS研究基金A | 733,853 | -5.21 | 257,186 | 5.11 | ||||
2025-08-26 | NP | JGRO - 摩根大通主动增长 ETF | 167,388 | -6.81 | 59,431 | -5.58 | ||||
2025-04-18 | 13F | 沃尔夫集团资本顾问 | 14,345 | -17.32 | 5,028 | 22.01 | ||||
2025-07-17 | 13F | 拉扎里资本管理公司 | 5,789 | -0.62 | 2,056 | 0.69 | ||||
2025-08-13 | 13F | 阿盖尔资本合伙有限公司 | 3,416 | -8.25 | 1,213 | -7.06 | ||||
2025-06-26 | NP | SCJAX - Steward 备兑看涨期权收入基金 A 类 | 4,600 | -17.86 | 1,589 | -16.98 | ||||
2025-04-23 | 13F | 马斯卡尼财富管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | Affiance 金融有限责任公司 | 751 | -13.78 | 267 | -12.79 | ||||
2025-08-26 | NP | VIRTUS 可变保险信托 - Virtus KAR 资本增长系列 A 级 | 46,442 | -3.19 | 16,489 | -1.92 | ||||
2025-08-27 | NP | 高级系列信托 - AST QMA 大盘股投资组合 | 85,413 | -3.82 | 30,326 | -2.56 | ||||
2025-07-28 | 13F | 肯农格林公司有限责任公司 | 10,468 | -1.59 | 3,721 | -0.16 | ||||
2025-07-22 | 13F | 达文波特有限公司 | 494,164 | -0.17 | 174,893 | 1.19 | ||||
2025-06-26 | NP | MSTVX - 晨星另类基金 | 44 | -66.41 | 15 | -65.91 | ||||
2025-06-25 | NP | LEGAX - 哥伦比亚大盘成长基金 A 类 | 523,875 | -2.85 | 180,999 | -1.79 | ||||
2025-08-06 | 13F | C环球集团控股公司 | 1,880,185 | -14.94 | 668 | -13.82 | ||||
2025-06-30 | NP | AKREX - Akre 焦点基金零售类 | 3,156,500 | -2.97 | 1,090,571 | -1.92 | ||||
2025-07-11 | 13F | 谢尔顿财富管理有限公司 | 4,047 | -2.81 | 1,437 | -1.58 | ||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 16,989 | -0.12 | 6,032 | 1.19 | ||||
2025-08-14 | 13F | 科学技术研究有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | EDENTREE资产管理有限公司 | 12,098 | -12.95 | 4,292 | -11.87 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 1,168,623 | -9.06 | 415 | -8.00 | ||||
2025-07-09 | 13F | 林肯资本公司 | 652 | -3.83 | 232 | -2.53 | ||||
2025-08-13 | 13F | 韩国投资公司 | 1,290,261 | -5.72 | 458,107 | -4.49 | ||||
2025-08-14 | 13F | TCW集团公司 | 697,867 | -0.34 | 247,778 | 0.96 | ||||
2025-07-29 | 13F | VELA 投资管理有限公司 | 4,225 | -12.98 | 1,500 | -11.82 | ||||
2025-04-22 | 13F/A | 诺斯罗克合伙人有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-10 | 13F | 博钦信托公司 | 28,006 | -1.84 | 9,943 | -0.55 | ||||
2025-07-15 | 13F | 百达北美顾问公司 | 59,810 | -6.75 | 21,236 | -5.53 | ||||
2025-07-25 | NP | CTCAX - 哥伦比亚全球科技增长基金 A 类 | 227,599 | -2.62 | 83,117 | -1.96 | ||||
2025-08-20 | 13F | 肯塔基州退休系统保险信托基金 | 46,933 | -6.48 | 16,664 | -5.26 | ||||
2025-07-31 | 13F | GenTrust 有限责任公司 | 2,834 | -11.69 | 1,006 | -10.50 | ||||
2025-03-28 | NP | STNC - Hennessy Stance ESG 大盘 ETF | 8,292 | -2.03 | 2,834 | 22.58 | ||||
2025-07-25 | NP | PBCKX - 蓝筹基金机构类 | 1,415,619 | -6.32 | 516,970 | -5.68 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 全国基金 I 类 | 29,121 | -6.38 | 10,339 | -5.15 | ||||
2025-07-29 | NP | PFSAX - PGIM Jennison 金融服务基金 A 类 | 30,098 | -11.48 | 10,991 | -10.88 | ||||
2025-07-10 | 13F | 杰克逊广场资本有限公司 | 9,968 | -7.45 | 3,539 | -6.23 | ||||
2025-08-19 | 13F | 国家资产管理公司 | 25,328 | -42.18 | 8,993 | -35.05 | ||||
2025-08-27 | NP | RYDHX - 道琼斯工业平均指数 H 类基金 | 2,583 | -23.65 | 917 | -22.62 | ||||
2025-08-27 | NP | WPOPX - Partners III 机会基金 - 机构类别 | 59,000 | -9.23 | 20,948 | -8.04 | ||||
2025-08-29 | 13F | 半人马座金融公司 | 11,818 | -13.92 | 4 | 0.00 | ||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 8,453,073 | -24.00 | 3,001,264 | -23.01 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 530,400 | -29.30 | 188,319 | -28.37 | |||
2025-07-29 | NP | BPAIX - Boston Partners 全市值机构价值基金 | 63,980 | -6.19 | 23,365 | -5.55 | ||||
2025-04-10 | 13F | 更好的资金决策有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 家族企业有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 安比银行 | 18,544 | -6.25 | 6,584 | -5.02 | ||||
2025-07-02 | 13F | 中央太平洋银行 - 信托部 | 5,808 | -12.15 | 2,062 | -10.97 | ||||
2025-07-10 | 13F | 毕格罗投资顾问有限责任公司 | 3,811 | -0.03 | 1,353 | 1.35 | ||||
2025-04-01 | NP | CCAPX - CHIRON 资本配置基金 I 类股票 | 13,315 | -74.48 | 4,551 | -62.52 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica 多重管理平衡副总裁初始 | 38,085 | -6.31 | 13,522 | -5.08 | ||||
2025-07-17 | 13F | 凯恩投资集团有限公司 | 1,682 | -10.63 | 1 | |||||
2025-07-25 | 13F | 投资咨询集团有限责任公司 | 994 | -0.10 | 353 | 1.15 | ||||
2025-08-26 | NP | BlackRock Funds IV - 贝莱德系统性多策略基金投资者 A 股 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,571 | -48.93 | 913 | -48.30 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 4,879,881 | -7.04 | 1,732,602 | -5.82 | ||||
2025-08-13 | 13F | Sepio资本有限合伙人 | 28,910 | -0.98 | 10,265 | 0.32 | ||||
2025-07-28 | 13F | 港口投资公司 | 19,079 | -0.30 | 6,774 | 1.00 | ||||
2025-08-27 | NP | 自由全明星股票基金 | 102,887 | -7.59 | 36,530 | -6.38 | ||||
2025-05-16 | 13F | CTC有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-07-23 | NP | VYCBX - Voya Corporate Leaders(R) 100 基金 C 类 | 30,895 | -8.90 | 11,283 | -8.28 | ||||
2025-07-17 | 13F | 卡米洛投资组合有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 311,900 | -21.87 | 110,740 | -20.85 | |||
2025-04-24 | NP | MRSAX - MFS 研究国际基金 A | 691,941 | -8.34 | 250,974 | 5.52 | ||||
2025-07-25 | NP | ADGAX - AB 核心机会基金公司 A 类 | 16,589 | -0.65 | 6,058 | 0.03 | ||||
2025-07-31 | 13F | 达顿财富集团公司 | 1,446 | -1.03 | 513 | 0.20 | ||||
2025-08-13 | 13F | 泰康资产管理(香港)有限公司 | 41,015 | -7.82 | 14,562 | -6.61 | ||||
2025-08-25 | NP | HIADX - 哈特福德股息和增长 Hls 基金 Ia | 98,267 | -39.79 | 34,890 | -39.00 | ||||
2025-08-15 | 13F | 蓝筹合伙人公司 | 88,620 | -3.81 | 31,465 | -2.55 | ||||
2025-07-11 | 13F | 量子金融顾问有限责任公司 | 3,024 | -24.21 | 1,074 | -23.25 | ||||
2025-08-01 | 13F | 卫斯理保险公司 | 66,290 | -0.44 | 24 | 0.00 | ||||
2025-07-28 | NP | SPXE - S&P 500 除能源 ETF | 2,254 | -1.62 | 823 | -0.84 | ||||
2025-08-26 | NP | BGRWX - BARRETT GROWTH FUND 零售类 | 3,450 | -12.66 | 1,225 | -11.56 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 207,584 | -6.34 | 73,703 | -5.11 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 高盛多元资产洞察投资组合 1 级 | 224 | -86.39 | 77 | -82.58 | ||||
2025-07-09 | 13F | 索耶公司 | 20,606 | -0.46 | 7 | 0.00 | ||||
2025-07-11 | 13F | 弗吉尼亚信托公司/va | 69,613 | -3.01 | 24,716 | -1.74 | ||||
2025-07-11 | 13F | 米切尔和帕尔私人财富有限公司 | 3,662 | -0.89 | 1,300 | 0.46 | ||||
2025-06-30 | NP | CAML - 国会大盘成长 ETF | 23,664 | -0.85 | 8,176 | 0.22 | ||||
2025-08-15 | 13F | 蒙塔格考德威尔有限公司 | 55,278 | -2.58 | 19,626 | -1.30 | ||||
2025-07-28 | NP | SSO - ProShares Ultra S&P500 | 155,444 | -1.07 | 56,767 | -0.39 | ||||
2025-08-04 | 13F | FRG 家族财富顾问有限责任公司 | 25,628 | -0.91 | 9,099 | 0.40 | ||||
2025-08-07 | 13F | 康帕斯资本管理公司 | 187,843 | -5.27 | 66,694 | -4.03 | ||||
2025-08-07 | 13F | 高斯资本有限责任公司 | 31,903 | -2.25 | 11,327 | -0.97 | ||||
2025-07-31 | 13F | Topsail财富管理有限责任公司 | 6,977 | -0.80 | 2,477 | 0.53 | ||||
2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 社区银行与信托,德克萨斯州韦科 | 1,497 | -1.84 | 1 | |||||
2025-08-29 | NP | JAEDX - 蓝筹增长信托资产净值 | 188,444 | -2.63 | 66,907 | -1.35 | ||||
2025-08-13 | 13F | 麦科勒姆·克里斯托弗森集团有限责任公司 | 38,708 | -1.29 | 13,743 | 0.00 | ||||
2025-04-23 | 13F | 蓝球顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | Prime资本投资顾问有限责任公司 | 97,577 | -30.49 | 34,645 | -29.58 | ||||
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 | 490 | -2.78 | 169 | -1.74 | ||||
2025-07-30 | 13F/A | Old Point 信托与金融服务 NA | 6,072 | -4.24 | 2,156 | -3.02 | ||||
2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 39,031 | -0.64 | 13,858 | 0.66 | ||||
2025-07-17 | 13F | 范式金融合作伙伴有限公司 | 25,705 | -3.89 | 9,126 | -2.64 | ||||
2025-08-13 | 13F | 萨尼贝尔 Captiva 信托公司 | 264,702 | -3.53 | 93,982 | -2.27 | ||||
2025-07-10 | 13F | Park Capital Management, LLC/WI | 1,607 | -7.11 | 571 | -5.94 | ||||
2025-07-14 | 13F | Lederer & Associates 投资顾问/ca | 11,354 | -0.12 | 4 | 33.33 | ||||
2025-07-22 | NP | GSIIX - 高盛机构股票收益基金 | 8,669 | -39.41 | 3,166 | -39.01 | ||||
2025-07-16 | 13F | 博蒙特财务顾问有限责任公司 | 64,681 | -6.04 | 22,965 | -4.80 | ||||
2025-07-21 | 13F | 河景信托公司 | 167 | -90.82 | 59 | -90.74 | ||||
2025-08-15 | 13F | 玛雅资本有限公司 | 2,880 | -50.17 | 1,023 | -49.53 | ||||
2025-08-13 | 13F | 凯恩·安德森·鲁德尼克投资管理有限公司 | 325,018 | -6.42 | 115,398 | -5.20 | ||||
2025-07-28 | NP | LBAY - 棱皮龟多/空另类收益 ETF | 3,883 | -5.55 | 1,418 | -4.90 | ||||
2025-07-17 | 13F | 西德卢瑟福有限公司 | 15,002 | -3.21 | 5,326 | 2.34 | ||||
2025-08-06 | 13F | 北方资本有限公司 | 1,288 | -0.16 | 457 | 1.11 | ||||
2025-08-11 | 13F | 复兴金融顾问有限责任公司 | 4,153 | -8.34 | 1,475 | -7.12 | ||||
2025-08-26 | NP | PHEFX - T. Rowe 价格对冲股票基金 | 133,099 | -5.07 | 47,257 | -3.82 | ||||
2025-08-15 | 13F | 44 财富管理有限公司 | 5,264 | -10.46 | 1,869 | -9.27 | ||||
2025-08-14 | 13F | 两溪资本管理有限合伙人 | 230,958 | -25.66 | 82,002 | -24.69 | ||||
2025-07-18 | 13F | 山猫投资咨询 | 3,908 | -0.18 | 1,388 | 1.09 | ||||
2025-08-11 | 13F | 无畏财务规划集团有限责任公司 | 10,304 | -7.32 | 3,658 | -6.11 | ||||
2025-08-01 | 13F | 第一国民信托公司 | 75,532 | -1.44 | 26,818 | -0.15 | ||||
2025-07-17 | 13F | 穆迪林恩利伯森有限公司 | 38,662 | -29.14 | 13,727 | -28.22 | ||||
2025-08-07 | 13F | 峰会资产管理有限责任公司 | 5,290 | -5.77 | 1,878 | -4.52 | ||||
2025-08-14 | 13F | 不列颠哥伦比亚省投资管理公司 | 472,512 | -12.29 | 167,765 | -11.14 | ||||
2025-08-26 | NP | JHQAX - 摩根大通对冲股票基金 A 类 | 929,727 | -8.95 | 330,100 | -7.76 | ||||
2025-08-13 | 13F | 克莱雷资产管理公司 | 4,265 | -8.67 | 2 | 0.00 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 511,697 | -6.68 | 181,678 | -5.46 | ||||
2025-06-25 | NP | POLRX - Polen 成长基金投资者类别 | 1,077,640 | -6.51 | 372,325 | -5.49 | ||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 2,714,532 | -3.83 | 963,790 | -2.57 | ||||
2025-07-17 | 13F | Smith Chas P & Associates Pa Cpas | 161,068 | -1.05 | 57,187 | 0.25 | ||||
2025-07-22 | 13F | 传统 CG 有限责任公司 | 20,739 | -3.08 | 7,363 | -1.80 | ||||
2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 112,200 | -4.74 | 39,837 | -3.50 | ||||
2025-08-13 | 13F | 信托集团有限责任公司 | 43,856 | -0.63 | 15,571 | 0.68 | ||||
2025-07-15 | 13F | 伊顿金融控股有限公司 | 2,757 | -27.77 | 979 | -26.85 | ||||
2025-08-12 | 13F | 蓝图投资伙伴有限责任公司 | 7,993 | -26.44 | 2,838 | -25.50 | ||||
2025-07-14 | 13F | 布雷迪马茨财富解决方案有限责任公司 | 3,876 | -1.10 | 1,376 | 0.15 | ||||
2025-07-30 | 13F | 黑钻石金融有限责任公司 | 1,879 | -8.25 | 667 | -6.97 | ||||
2025-08-22 | NP | 可变保险产品基金 - 股权收益投资组合初始类别 | 101,370 | -25.27 | 35,991 | -24.29 | ||||
2025-08-05 | 13F | 百富勤资产顾问公司 | 11,938 | -0.13 | 4,239 | 1.17 | ||||
2025-08-20 | 13F | 萨拉托加研究与投资管理 | 121,642 | -26.79 | 43,189 | -25.83 | ||||
2025-08-08 | 13F | 斯凯兰兹资本有限责任公司 | 40,195 | -1.25 | 14,271 | 0.04 | ||||
2025-07-15 | 13F | 奥克纳斯合伙人财富管理有限责任公司 | 590 | -16.43 | 209 | -15.38 | ||||
2025-08-14 | 13F | 唐资本管理有限公司 | 4,869 | -25.89 | 1,729 | -24.93 | ||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 164,489 | -1.70 | 57,647 | 9.00 | ||||
2025-08-07 | 13F | 赛普拉斯资本管理有限责任公司(怀俄明州) | 6,394 | -1.72 | 2,270 | -0.44 | ||||
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 | 4,194 | -6.05 | 1,532 | -5.44 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultrabull | 420 | -40.26 | 149 | -39.43 | ||||
2025-04-30 | 13F | Arcus 资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | 詹尼森联合有限公司 | 7,368,920 | -0.20 | 2,616,335 | 1.11 | ||||
2025-07-11 | 13F | 赖特投资者服务公司 | 18,908 | -8.93 | 6,713 | -7.74 | ||||
2025-07-14 | 13F | 加州遗产资本集团有限公司 | 1,053 | -35.32 | 374 | -34.56 | ||||
2025-08-22 | NP | FDTOX - 富达顾问多元化股票基金:A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 137,800 | -16.89 | 48,926 | -15.80 | ||||
2025-08-25 | NP | SURE - AdvisorShares DoubleLine 价值股票 ETF | 1,250 | -26.25 | 444 | -0.23 | ||||
2025-07-25 | 13F | CWM有限公司 | 217,847 | -8.40 | 77 | -7.23 | ||||
2025-05-27 | NP | MFS 可变保险信托 - MFS 研究系列初始类别 | 34,403 | -53.57 | 12,057 | -48.52 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 2,441,693 | -12.93 | 866,923 | -11.79 | ||||
2025-07-28 | 13F | 阿尔塔资本管理有限公司/ | 85,765 | -1.73 | 30,451 | -0.44 | ||||
2025-08-04 | 13F | AMG 国家信托银行 | 15,163 | -4.86 | 5,384 | -3.62 | ||||
2025-08-11 | 13F | 金瑞基金顾问有限责任公司 | 1,341 | -22.93 | 476 | -21.84 | ||||
2025-07-22 | 13F | 旧国家银行/in/ | 113,208 | -0.23 | 40,194 | 1.07 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | Put | 614 | -26.73 | 21,800 | -25.77 | |||
2025-08-21 | NP | LZFIX - Lazard 股权特许经营投资组合机构股票 | 1,271 | -92.23 | 451 | -92.14 | ||||
2025-07-29 | NP | BPRRX - Boston Partners 多头/空头研究基金投资者类别 | 5,156 | -12.76 | 1,883 | -12.18 | ||||
2025-08-29 | NP | NTSX - WisdomTree 90/60 美国平衡基金 不适用 | 39,913 | -5.65 | 14,171 | -4.42 | ||||
2025-07-30 | NP | BFOR - 巴伦 400 ETF | 1,089 | -11.54 | 398 | -10.99 | ||||
2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 275 | -12.14 | 95 | -10.38 | ||||
2025-08-07 | 13F/A | 工商信用 | Put | 600 | -98.19 | 213 | -98.17 | |||
2025-07-28 | 13F | 布林莫尔信托公司 | 111,368 | -5.25 | 39,541 | -4.01 | ||||
2025-07-24 | NP | CMVIX - Blackrock Advantage 大盘成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 69,868 | -30.55 | 25,515 | -30.07 | ||||
2025-05-14 | 13F | 景林资产管理香港有限公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 国会公园资本有限责任公司 | 5,796 | -3.34 | 2,058 | -2.09 | ||||
2025-06-26 | NP | TBLRX - 泛美平衡 II R | 1,971 | -0.61 | 681 | 0.44 | ||||
2025-05-27 | NP | Brighthouse Funds Trust I - MFS Research International 投资组合 A 类 | 54,658 | -15.13 | 19,155 | -5.89 | ||||
2025-07-28 | 13F | 资本管理公司/弗吉尼亚州 | 33,222 | -2.10 | 11,795 | -0.82 | ||||
2025-08-15 | 13F | 第一中心咨询公司 | 6,851 | -0.71 | 2,432 | 0.58 | ||||
2025-08-14 | 13F | 彭宁顿合伙公司 | 930 | -11.76 | 330 | -10.57 | ||||
2025-07-16 | 13F | 雷尼尔家族财富公司 | 2,310 | -3.71 | 820 | -2.38 | ||||
2025-08-15 | 13F | 罗斯约翰逊及合伙人有限公司 | 12 | -42.86 | 4 | -42.86 | ||||
2025-07-22 | 13F | 三线真财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL T. Rowe Price 资本增值基金 2 级 | 16,197 | -5.16 | 5,751 | -3.93 | ||||
2025-07-21 | 13F | 机械金融公司 | 6,802 | -0.06 | 2,415 | 1.26 | ||||
2025-08-14 | 13F | 范式资本管理有限责任公司/NV | 3,443 | -1.01 | 1 | 0.00 | ||||
2025-08-05 | 13F | 新泽西州补充年金集体信托 | 12,600 | -7.35 | 4,474 | -6.15 | ||||
2025-08-12 | 13F | 木材溪资本管理有限责任公司 | 45,567 | -1.30 | 15,376 | -4.97 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTACTS FUNDS INC - 蓝筹账户 3 级 | 3,278 | -1.35 | 1,164 | -0.09 | ||||
2025-07-28 | NP | VCIGX - 股息价值基金 | 21,182 | -37.17 | 7,735 | -36.74 | ||||
2025-08-14 | 13F | Cura 财富顾问有限公司 | 984 | -0.40 | 349 | 0.87 | ||||
2025-07-09 | 13F | 米拉多资本合伙公司 | 18,336 | -1.67 | 6,510 | -0.38 | ||||
2025-08-11 | 13F | 潮汐有限责任公司 | 555 | -1.07 | 197 | 0.51 | ||||
2025-07-16 | 13F | 库曼建筑事务所 | 627 | -0.48 | 223 | 0.91 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-12 | 13F | 卡尔顿联合公司 | 3,280 | -6.42 | 1,164 | -5.21 | ||||
2025-07-16 | 13F | 皇冠财富集团有限责任公司 | 3,432 | -2.19 | 1,219 | -0.90 | ||||
2025-07-18 | 13F | RKL财富管理有限责任公司 | 2,049 | -6.40 | 728 | -5.22 | ||||
2025-08-27 | NP | HCIGX - 机构成长股票投资组合 HC 战略股票 | 57,169 | -7.16 | 20,298 | -5.95 | ||||
2025-07-15 | 13F | 俄勒冈太平洋财富管理有限公司 | 1,853 | -3.29 | 658 | -2.09 | ||||
2025-07-31 | 13F | BIP 财富有限责任公司 | 2,768 | -5.66 | 983 | -4.47 | ||||
2025-08-14 | 13F | 哈维资本管理公司 | 24,022 | -1.36 | 8,539 | 0.06 | ||||
2025-08-14 | 13F | 威尔金斯米勒财富管理有限责任公司 | 703 | -16.41 | 250 | -15.59 | ||||
2025-07-02 | 13F | Lvm资本管理有限公司/mi | 2,118 | -1.17 | 1 | |||||
2025-06-27 | NP | POSKX - PRIMECAP Odyssey 股票基金 | 111,560 | -4.74 | 38,544 | -3.71 | ||||
2025-08-26 | NP | QCSCRX - 社会选择账户类别 R1 | 475,099 | -1.87 | 168,684 | -0.58 | ||||
2025-08-07 | 13F | Axiom 国际投资有限公司 /de | 606,954 | -30.66 | 215,499 | -29.75 | ||||
2025-08-26 | NP | PXLIX - PAX 大盘基金机构类别 | 54,952 | -42.89 | 19,511 | -42.14 | ||||
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 | 11,543,369 | -9.63 | 4,098,473 | -8.44 | ||||
2025-08-01 | 13F | 佩特拉金融顾问公司 | 1,062 | -2.66 | 377 | -1.31 | ||||
2025-08-12 | 13F | 绝对资本管理有限责任公司 | 5,800 | -0.19 | 2,059 | 1.13 | ||||
2025-08-14 | 13F | 水产资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-19 | 13F | 阿尔法 DNA 投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | NP | MONTX - 莫内塔基金 | 2,400 | -20.00 | 852 | -18.93 | ||||
2025-08-14 | 13F | 法拉隆资本管理有限公司 | 308,810 | -34.88 | 109,643 | -34.03 | ||||
2025-07-31 | 13F | LJI 财富管理有限责任公司 | 1,312 | -7.08 | 466 | -5.87 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 1,641 | -4.59 | 583 | -3.32 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A4 系列 | 1,637 | -5.27 | 581 | -3.97 | ||||
2025-08-14 | 13F | 法耶兹·萨罗菲姆公司 | 3,054,374 | -3.72 | 1,093,413 | -2.56 | ||||
2025-08-27 | NP | LQPE - PEO AlphaQuest(TM) 主题 PE ETF | 559 | -10.70 | 198 | -9.59 | ||||
2025-08-26 | NP | IGFAX - VY(R) 摩根士丹利全球特许经营投资组合 ADV 级 | 50,107 | -4.24 | 17,790 | -2.98 | ||||
2025-07-28 | 13F | Nvest金融有限责任公司 | 8,799 | -0.93 | 3,124 | 0.39 | ||||
2025-06-25 | NP | ILCB - iShares Morningstar 大盘 ETF | 32,821 | -16.05 | 11,340 | -15.15 | ||||
2025-08-26 | NP | FT Vest 股息上涨总回报基金 | 2,990 | -11.80 | 1,062 | -10.69 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 管理波动指数账户 1 类 | 4,040 | -9.25 | 1,434 | -8.08 | ||||
2025-07-22 | 13F | 格莱姆斯公司 | 51,988 | -1.15 | 18,458 | 0.15 | ||||
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 | 11,282 | -5.09 | 4,006 | -3.84 | ||||
2025-07-17 | 13F | 史密斯安格林金融有限责任公司 | 2,349 | -57.33 | 834 | -56.82 | ||||
2025-06-25 | NP | PGROX - 纽约梅隆银行全球增长基金公司 A 类 | 118,635 | -18.05 | 40,988 | -17.16 | ||||
2025-08-13 | 13F | 铁路养老金投资有限公司 | 359,139 | -21.23 | 127,512 | -20.20 | ||||
2025-08-28 | NP | SDYAX - SIMT动态资产配置基金F级 | 19,183 | -3.96 | 6,811 | -2.71 | ||||
2025-08-14 | 13F | 巅峰资产管理有限责任公司 | 53,689 | -1.08 | 19,062 | 0.22 | ||||
2025-08-14 | 13F | 帕文资产管理有限公司 | 25 | -66.67 | 9 | -69.23 | ||||
2025-08-04 | 13F | 肖尔帕斯资本管理有限公司 | 24,561 | -3.21 | 8,720 | -1.93 | ||||
2025-07-22 | 13F | Foguth 财富管理有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | GBCIX - Gabelli 股息增长基金 I 类 | 1,300 | -13.33 | 462 | -12.19 | ||||
2025-08-14 | 13F | Synovus金融公司 | 84,545 | -2.01 | 30,025 | -0.70 | ||||
2025-07-21 | 13F | 菲莱克申管理有限公司 | 17,244 | -15.45 | 6,122 | -14.34 | ||||
2025-07-16 | 13F | 汤森资产管理公司 /nc/ /adv | 33,608 | -1.14 | 11,932 | 0.15 | ||||
2025-07-09 | 13F | 焦点财富顾问有限责任公司 | 7,656 | -0.29 | 2,718 | 1.04 | ||||
2025-08-13 | 13F | 本尼迪克特财务顾问公司 | 21,632 | -0.59 | 7,680 | 0.72 | ||||
2025-08-26 | NP | FTQI - First Trust 对冲 BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 15,213 | -10.44 | 5,401 | -9.26 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA T. Rowe Price 资产配置增长投资组合 1 类 | 25,564 | -0.98 | 8,832 | 0.09 | ||||
2025-06-26 | NP | MSTQX - 晨星美国股票基金 | 61,978 | -6.25 | 21,413 | -5.23 | ||||
2025-08-14 | 13F | 遗产财富管理有限公司 | 2,880 | -0.17 | 1,023 | 1.09 | ||||
2025-07-17 | 13F | 第一乡村银行 /CT/ | 3,040 | -8.46 | 1,079 | -7.22 | ||||
2025-07-31 | 13F | 海峡健全财富管理有限公司 | 14,500 | -1.07 | 5,148 | 0.23 | ||||
2025-08-27 | NP | BCAMX - Boston Common ESG 影响美国股票基金 Boston Common ESG 影响美国股票 | 7,417 | -7.50 | 2,633 | -6.27 | ||||
2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 2,226 | -3.30 | 790 | -1.99 | ||||
2025-08-27 | NP | RYNVX - Nova 基金投资者类别 | 6,831 | -2.87 | 2,425 | -1.58 | ||||
2025-07-02 | 13F | 雅各布斯公司/ca | 82,359 | -1.60 | 29 | 0.00 | ||||
2025-06-26 | NP | BlackRock Funds II - 贝莱德多元资产收益投资组合投资者 C 股 | 6,888 | -36.52 | 2,380 | -35.84 | ||||
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 | 57,333 | -2.98 | 20,356 | -1.71 | ||||
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 | 1,596,630 | -3.71 | 566,883 | -2.45 | ||||
2025-08-06 | 13F | 泽文资产管理有限公司 | 91,346 | -0.59 | 32 | 0.00 | ||||
2025-08-05 | 13F | 弗雷德里克财务顾问有限公司 | 1,561 | -0.76 | 554 | 0.54 | ||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 325,422 | -40.41 | 115,543 | -39.63 | ||||
2025-08-12 | 13F | Pfc 资本集团公司 | 5,604 | -4.94 | 2 | -50.00 | ||||
2025-08-28 | NP | Amplify ETF Trust - Amplify Etho 气候领导力美国 ETF | 1,301 | -35.72 | 462 | -34.98 | ||||
2025-08-14 | 13F | 选择股权集团,有限合伙人 | 540,316 | -29.71 | 191,839 | -28.79 | ||||
2025-06-27 | NP | POGRX - PRIMECAP奥德赛成长基金 | 143,050 | -10.88 | 49,424 | -9.91 | ||||
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 | 20,484 | -14.16 | 7,273 | -13.05 | ||||
2025-08-13 | 13F | 柏瑞投资有限公司 | 257,060 | -1.62 | 91,269 | -0.33 | ||||
2025-07-15 | 13F | 佩恩·戴维斯·麦克法兰公司 | 3,368 | -1.23 | 1,196 | 0.00 | ||||
2025-08-08 | 13F | 包装管理公司 | 9,373 | -2.83 | 3,328 | -1.57 | ||||
2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 196,536 | -4.44 | 69,780 | -3.18 | ||||
2025-07-17 | 13F | 坎皮恩资产管理有限公司 | 2,997 | -1.96 | 1,064 | -0.65 | ||||
2025-05-15 | 13F | 特立独行资本有限公司 | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | 财务管理网络公司 | 18,298 | -0.93 | 6,567 | 13.83 | ||||
2025-07-18 | 13F | 九十一英国有限公司 | 6,240,048 | -0.16 | 2,215,529 | 1.15 | ||||
2025-07-09 | 13F | 达德利和尚利公司 | 97,211 | -0.04 | 34,515 | 1.27 | ||||
2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Bond & Devick 金融网络公司 | 1,088 | -1.36 | 386 | 0.00 | ||||
2025-08-20 | 13F | 肯塔基州退休系统 | 110,584 | -6.15 | 39,263 | -4.92 | ||||
2025-08-25 | NP | MIEAX - MM S&P 500 指数基金 R4 级 | 73,412 | -4.90 | 26,065 | -3.65 | ||||
2025-08-29 | NP | BIAFX - Brown Advisory 灵活股票基金投资者股票 | 135,190 | -6.27 | 47,999 | -5.04 | ||||
2025-08-25 | NP | MFVAX - 万通互惠理财精选股票机会基金 A 类 | 26,673 | -25.98 | 9,470 | -25.01 | ||||
2025-08-07 | 13F | Vista 投资合作伙伴 Ii, Llc | 1,774 | -12.91 | 630 | -11.78 | ||||
2025-08-12 | 13F | 奥斯本合伙人资本管理有限公司 | 46,436 | -2.09 | 16,487 | -0.81 | ||||
2025-08-27 | NP | HDCAX - Rational Equity Armor 基金 A 类股票 | 1,968 | -5.25 | 699 | -3.99 | ||||
2025-07-17 | 13F | 一财富顾问有限责任公司 | 6,382 | -21.19 | 2,266 | -20.19 | ||||
2025-05-16 | 13F | CTC有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 凯斯、斯坦奇和伍腾财富管理有限责任公司 | 992 | -4.15 | 352 | -2.76 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -11 | -4 | |||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 20,922,894 | -1.03 | 7,428,674 | 0.27 | ||||
2025-07-15 | 13F | 弗洛伊德金融集团有限公司 | 2,680 | -14.02 | 962 | -12.00 | ||||
2025-07-28 | 13F | 威尔逊资产管理(国际)有限公司 | 70,074 | -4.40 | 24,880 | -3.15 | ||||
2025-07-30 | 13F | Caliber Wealth Management,LLC/KS | 6,400 | -8.41 | 2,272 | -7.23 | ||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 7,899 | -2.03 | 2,805 | -0.74 | ||||
2025-08-11 | 13F | 安德森金融策略有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 坚定资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 601 | -14.63 | 213 | -13.41 | ||||
2025-08-07 | 13F | 坚决顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | OFAFX - Olstein 全市值基金顾问级 | 6,000 | -14.29 | 2,130 | -13.17 | ||||
2025-07-08 | 13F | 巴卢顾问公司 | 804 | -1.11 | 289 | 6.27 | ||||
2025-08-14 | 13F | 沃特斯帕克森有限公司 | 301,714 | -1.22 | 107,124 | 0.07 | ||||
2025-09-08 | 13F | 另类投资顾问有限责任公司。 | 792 | -6.49 | 281 | -5.07 | ||||
2025-05-16 | 13F | CTC有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 40,803 | -0.40 | 14,487 | 0.91 | ||||
2025-08-12 | 13F | 迈诺特·德布洛伊斯顾问有限公司 | 62 | -19.48 | 22 | -18.52 | ||||
2025-06-26 | NP | JHAAX - 多元资产绝对回报基金A类 | 16,762 | -19.35 | 5,791 | -18.47 | ||||
2025-08-18 | 13F | 芬沃德银行 | 2,565 | -2.29 | 911 | -0.98 | ||||
2025-07-10 | 13F | 马歇尔金融集团有限责任公司 | 10,514 | -10.06 | 3,750 | -8.49 | ||||
2025-07-31 | 13F | 哈特福德财务管理公司 | 11,205 | -24.84 | 3,978 | -23.85 | ||||
2025-08-14 | 13F | 麦格理集团有限公司 | 2,232,445 | -6.33 | 792,630 | -5.10 | ||||
2025-07-09 | 13F | 新英格兰研究与管理公司 | 4,354 | -16.78 | 2 | 0.00 | ||||
2025-08-14 | 13F | 嘉德财富管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | JPGSX - 摩根大通无畏成长基金 I 类 | 49,411 | -11.96 | 17,543 | -10.80 | ||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 7,405 | -23.19 | 2,629 | -22.17 | ||||
2025-07-30 | NP | AUSF - Global X 自适应美国因子 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,142 | -94.47 | 417 | -94.43 | ||||
2025-08-14 | 13F | Junto资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 892,419 | -37.97 | 316,673 | -37.19 | ||||
2025-08-05 | 13F | 桥水顾问公司 | 19,658 | -0.05 | 6,906 | 2.81 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Fidelity 机构 AM 大盘投资组合 IB 级 | 5,120 | -80.69 | 1,818 | -80.45 | ||||
2025-08-21 | NP | NICSX - 尼古拉斯基金公司 | 200,995 | -24.16 | 71,363 | -23.17 | ||||
2025-08-13 | 13F | 精细财富管理公司 | 908 | -18.57 | 322 | -17.44 | ||||
2025-05-22 | NP | HQGO - 哈特福德美国质量增长 ETF | 2,000 | -37.56 | 701 | -30.83 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 5,665 | -12.41 | 2,011 | -11.25 | ||||
2025-05-14 | 13F | 许可资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | NP | SBLGX - ClearBridge 大盘成长基金 A 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,758,237 | -0.50 | 642,091 | 0.18 | ||||
2025-08-12 | 13F | 运行点资本顾问有限责任公司 | 2,017 | -0.35 | 716 | 0.99 | ||||
2025-08-04 | 13F | 巴恩斯丹尼格私人财富管理有限公司 | 4,770 | -2.03 | 1,694 | -0.76 | ||||
2025-08-25 | NP | HIACX - 哈特福德资本增值 Hls 基金 Ia | 122,202 | -17.02 | 43,388 | -15.94 | ||||
2025-07-18 | 13F | 九十一 SA (PTY) 有限公司 | 62,694 | -27.54 | 22,097 | -26.31 | ||||
2025-08-29 | NP | JAMRX - Janus Henderson 研究基金 T 级 | 1,730,066 | -0.91 | 614,260 | 0.39 | ||||
2025-05-29 | NP | CUHAX - Victory US 500 增强波动性 Wtd 指数基金 A 类 | 199 | -35.39 | 70 | -28.87 | ||||
2025-07-16 | 13F | TCI 财富顾问公司 | 3,500 | -14.13 | 1,243 | -13.03 | ||||
2025-05-30 | NP | AQLGX - 阿尔塔质量增长基金机构股票 | 3,073 | -45.42 | 1,077 | -39.52 | ||||
2025-08-22 | NP | ELGAX - 哥伦比亚精选大盘成长基金 A 类 | 75,742 | -7.27 | 26,892 | -6.06 | ||||
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 | 88,082 | -1.05 | 31,274 | 0.25 | ||||
2025-07-22 | 13F | 全球资产咨询有限责任公司 | 3,280 | -56.81 | 1,166 | -53.23 | ||||
2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 881,351 | -12.03 | 304,507 | -11.07 | ||||
2025-08-08 | 13F | 塞卡诺管理有限责任公司 | 143,181 | -44.84 | 50,836 | -44.12 | ||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 962,127 | -4.71 | 341,603 | -3.46 | ||||
2025-07-23 | NP | RJMG - FT Raymond James 多元成长股票 ETF | 870 | -17.06 | 318 | -16.58 | ||||
2025-07-31 | 13F | GLOBALT 投资有限责任公司 / GA | 16,676 | -0.88 | 5,921 | 0.41 | ||||
2025-07-28 | 13F | 切萨皮克财富管理 | 1,453 | -5.16 | 516 | -3.92 | ||||
2025-08-14 | 13F | 极地资本控股有限公司 | 157,399 | -22.58 | 55,885 | -21.57 | ||||
2025-08-13 | 13F | 钱宁全球顾问有限公司 | 21,309 | -10.55 | 7,566 | -9.39 | ||||
2025-07-15 | 13F | 史密斯霍华德财富管理有限公司 | 1,226 | -20.03 | 435 | -18.99 | ||||
2025-07-22 | 13F | DT 投资伙伴有限责任公司 | 7,681 | -13.11 | 2,727 | -11.98 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | 11,809 | -1.96 | 4,193 | -0.69 | ||||
2025-07-15 | 13F | 大街集团有限公司 | 2,201 | -6.06 | 782 | -4.76 | ||||
2025-08-07 | 13F | 罗伯茨格洛尔公司/il/ | 4,638 | -0.06 | 1,647 | 1.23 | ||||
2025-08-28 | NP | ONEO - SPDR Russell 1000 动量焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 63 | -32.26 | 22 | -31.25 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 31,641 | -5.26 | 11,234 | -4.02 | ||||
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 | 271,700 | -4.30 | 96,467 | -3.04 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 17,240 | -85.93 | 6,121 | -85.74 | ||||
2025-08-29 | NP | EGFIX - Edgewood 成长基金机构类别股票 | 3,057,672 | -4.41 | 1,085,626 | -3.16 | ||||
2025-08-14 | 13F | JPL 财富管理有限责任公司 | 1,370 | -9.75 | 487 | -8.65 | ||||
2025-05-21 | NP | CHGX - AXS Change Finance ESG ETF | 3,644 | -16.71 | 1,277 | -7.60 | ||||
2025-07-31 | 13F | 欧佩斯财富管理有限责任公司 | 813 | -12.49 | 289 | -11.38 | ||||
2025-08-04 | 13F | 资本绩效顾问有限责任公司 | 4,341 | -5.01 | 1,541 | -3.75 | ||||
2025-07-23 | 13F | 利特曼格雷戈里资产管理有限责任公司 | 47,708 | -18.66 | 16,939 | -17.59 | ||||
2025-07-21 | 13F/A | 算盘规划集团有限公司 | 1,998 | -1.04 | 709 | 0.28 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -7 | -2 | |||||
2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 343,454 | -0.14 | 121,942 | 1.17 | ||||
2025-08-27 | NP | RMEAX - Aspiriant 风险管理股票分配基金顾问股票 | 15,009 | -26.34 | 5,329 | -25.38 | ||||
2025-08-27 | NP | ESEAX - 伊顿万斯亚特兰大资本精选股票基金 A 类 | 72,659 | -16.64 | 25,798 | -15.55 | ||||
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 | 55,283 | -13.87 | 19,100 | -12.93 | ||||
2025-08-14 | 13F | Kensico 资本管理公司 | 845,900 | -1.73 | 300,337 | -0.44 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Loomis Sayles 全球增长基金 (I) | 89,261 | -2.51 | 31,692 | -1.23 | ||||
2025-07-10 | 13F | 丰泽财富管理有限公司 | 1,120 | -0.09 | 398 | 1.53 | ||||
2025-08-14 | 13F | Mission Creek 资本合伙公司 | 19,767 | -11.28 | 7,018 | -10.12 | ||||
2025-08-05 | 13F | KJ 哈里森合伙人公司 | 21,360 | -9.71 | 7,584 | -8.53 | ||||
2025-08-07 | 13F | Montag A & Associates 公司 | 72,852 | -3.72 | 25,866 | -2.46 | ||||
2025-08-28 | NP | MOJAX - Power Momentum Index 基金 A 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 11,678 | -2.23 | 4,093 | -2.25 | ||||
2025-08-12 | 13F | 坎伯兰合伙人有限公司 | 135,895 | -9.34 | 48,250 | -8.15 | ||||
2025-08-14 | 13F | 萨金特投资集团有限责任公司 | 5,184 | -7.77 | 1,761 | -10.56 | ||||
2025-08-22 | NP | 哥伦比亚塞利格曼优质技术增长基金公司 | 42,625 | -6.58 | 15,134 | -5.35 | ||||
2025-08-06 | 13F | 温泉顾问公司 | 9,545 | -2.32 | 3,389 | -1.05 | ||||
2025-08-11 | 13F | 麦迪逊资产管理有限责任公司 | 360,027 | -1.38 | 127,828 | -0.08 | ||||
2025-08-12 | 13F | 神秘资产管理公司 | 11,612 | -0.13 | 4,123 | 1.18 | ||||
2025-07-16 | 13F | 多元化企业有限责任公司 | 8,505 | -4.94 | 3,020 | -3.70 | ||||
2025-07-23 | 13F | 沃姆瑟兄弟管理公司 | 29,574 | -17.74 | 10,497 | -15.16 | ||||
2025-07-24 | 13F | 路易斯堡投资公司 | 9,719 | -11.15 | 2,629 | -9.63 | ||||
2025-07-16 | 13F | AAFMAA 财富管理与信托有限责任公司 | 6,193 | -13.91 | 2,199 | -12.81 | ||||
2025-07-22 | 13F | UniSuper管理有限公司 | 789,998 | -1.65 | 280,489 | -0.36 | ||||
2025-07-16 | 13F | LS 投资顾问有限责任公司 | 67,525 | -1.92 | 23,975 | -0.63 | ||||
2025-08-08 | 13F | Mv 资本管理公司 | 15,457 | -2.53 | 5,488 | -1.26 | ||||
2025-07-15 | 13F | 科维亚金融 | 198,863 | -12.01 | 70,606 | -10.86 | ||||
2025-08-05 | 13F | Arrowroot 家族办公室有限责任公司 | 3,818 | -3.05 | 1,355 | 8.92 | ||||
2025-08-13 | 13F | 布里奇沃特合伙人有限合伙人 | 644,314 | -7.44 | 228,764 | -6.23 | ||||
2025-05-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-05-08 | 13F | 蒙吉斯资本管理公司 | 0 | -100.00 | 0 | |||||
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 | 704 | -59.79 | 257 | -59.53 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 11,700 | -47.77 | 4,154 | -47.08 | |||
2025-07-18 | 13F | 信托金融公司 | 1,568,196 | -0.98 | 556,788 | 0.31 | ||||
2025-08-04 | 13F | 遗产投资者管理公司 | 40,631 | -2.88 | 14 | 0.00 | ||||
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 | 4,016 | -38.70 | 1,426 | -37.91 | ||||
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 | 58,864 | -1.45 | 20,900 | -0.17 | ||||
2025-08-26 | NP | TPLGX - T. Rowe Price 机构大盘核心成长基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 267,925 | -0.71 | 95,127 | 0.59 | ||||
2025-07-31 | 13F | B&T 资本管理 DBA Alpha 资本管理 | 16,460 | -1.53 | 5,844 | -0.24 | ||||
2025-07-14 | 13F | 怀特纳资本管理公司 | 32,574 | -0.53 | 11,566 | 0.78 | ||||
2025-08-13 | 13F | JT 斯特拉特福德有限责任公司 | 3,263 | -56.38 | 1,159 | -55.82 | ||||
2025-07-17 | 13F | 频谱战略资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 荷兰银行投资解决方案 | 66,059 | -7.25 | 23,454 | -6.03 | ||||
2025-04-10 | 13F | 联合消化控股公司 | 162,459 | -1.13 | 56,918 | 9.60 | ||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 376,811 | -0.28 | 134 | 0.76 | ||||
2025-08-26 | NP | NOSIX - 北方股票指数基金 | 506,470 | -2.78 | 179,822 | -1.50 | ||||
2025-08-13 | 13F | RFP 金融集团有限责任公司 | 2,364 | -7.15 | 839 | -5.94 | ||||
2025-08-19 | NP | Securian 基金信托 - SFT 常春藤成长基金 | 86,455 | -2.23 | 30,696 | -0.95 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/blackrock 全球配置基金 (a) | 6,540 | -39.04 | 2,322 | -38.23 | ||||
2025-08-13 | 13F | Virtus ETF 顾问有限责任公司 | 1,139 | -2.73 | 404 | -1.46 | ||||
2025-07-31 | 13F | 拉扎德兄弟管理公司 | 630,836 | -3.13 | 224 | -2.19 | ||||
2025-05-14 | 13F | 三叶合伙人有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | LCNB公司 | 918 | -2.65 | 326 | -1.52 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 2,648 | -35.08 | 940 | -34.22 | ||||
2025-08-19 | 13F/A | 皮特凯恩郡 | 31,252 | -3.20 | 11,096 | -1.93 | ||||
2025-07-28 | NP | EQAL - Invesco Russell 1000 等权重 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 890 | -10.19 | 325 | -9.47 | ||||
2025-08-15 | 13F | Puff 财富管理有限责任公司 | 2,340 | -0.85 | 831 | 0.36 | ||||
2025-08-29 | NP | MRLIX - AMG Renaissance 大盘成长基金 Z 类 | 6,973 | -2.37 | 2,476 | -1.08 | ||||
2025-06-26 | NP | ALGRX - Alger Focus I 类股票基金 | 142,286 | -0.54 | 49,160 | 0.54 | ||||
2025-05-15 | 13F | CMT 资本市场交易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | UGOFX - 全球管理波动性基金机构股票 | 8,275 | -9.20 | 2,859 | -8.19 | ||||
2025-07-14 | 13F | 哈林顿投资公司 | 1,130 | -4.24 | 401 | -2.91 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 9,515,713 | -1.18 | 3,378,554 | 0.12 | ||||
2025-07-07 | 13F | 资本资产咨询服务有限责任公司 | 12,979 | -6.27 | 4,614 | -3.80 | ||||
2025-07-03 | 13F | TrueWealth 顾问有限责任公司 | 728 | -2.93 | 259 | -1.53 | ||||
2025-04-10 | 13F | 退休有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 蔡资本公司 | 9,781 | -1.46 | 3,473 | -0.17 | ||||
2025-08-14 | 13F | 护身符财富顾问有限责任公司 | 1,777 | -0.22 | 631 | 1.12 | ||||
2025-08-11 | 13F | 哈德逊峡谷资本管理公司 | 7,641 | -2.04 | 2,713 | -0.77 | ||||
2025-07-22 | 13F | 伯克希尔资金管理公司 | 1,377 | -7.02 | 489 | -5.97 | ||||
2025-08-26 | NP | VIRTUS 可变保险信托 - VIRTUS 战略配置系列 A 类 | 4,320 | -3.49 | 1,534 | -2.23 | ||||
2025-07-30 | 13F | 决策地图财富管理有限责任公司 | 3,510 | -1.79 | 1,246 | -0.48 | ||||
2025-07-23 | 13F | 熊山资本公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | NAINX - VIRTUS 战术配置基金 A 类 | 40,667 | -2.58 | 14,439 | -1.30 | ||||
2025-08-22 | NP | FWATX - 富达顾问多资产收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 166 | -23.50 | 59 | -23.68 | ||||
2025-08-12 | 13F | 摩根大通公司 | 22,785,614 | -14.44 | 8,090,117 | -13.32 | ||||
2025-08-01 | 13F | 百富勤资本管理有限公司 | 174,471 | -4.78 | 61,946 | -3.53 | ||||
2025-07-29 | NP | SLGYX - 大型资本增长投资组合 A 类 | 480 | -7.69 | 175 | 22.38 | ||||
2025-08-05 | 13F | 战略金融概念有限责任公司 | 934 | -72.52 | 332 | -72.21 | ||||
2025-07-23 | 13F | 西区顾问有限责任公司 | 38 | -44.93 | 13 | -45.83 | ||||
2025-08-06 | 13F | 安佳资本顾问有限公司 | 38,990 | -2.36 | 13,843 | -1.09 | ||||
2025-07-30 | 13F | Securian 资产管理公司 | 89,456 | -2.01 | 31,761 | -0.73 | ||||
2025-07-15 | 13F | Town & Country Bank & Trust CO dba 第一银行家信托公司 | 6,946 | -1.42 | 2,466 | -0.12 | ||||
2025-07-17 | 13F | 罗宾斯法利有限公司 | 13,535 | -12.87 | 4,806 | -11.74 | ||||
2025-08-13 | 13F | 埃奇伍德管理有限公司 | 5,623,117 | -6.99 | 1,996,488 | -5.77 | ||||
2025-07-21 | 13F | 安角储蓄银行 | 4,887 | -16.77 | 1,735 | -15.65 | ||||
2025-08-06 | 13F | 加里森点顾问有限公司 | 10,453 | -3.60 | 3,711 | -2.34 | ||||
2025-07-23 | 13F | 登普兹·南希·E | 6,659 | -10.84 | 2,364 | -9.67 | ||||
2025-05-09 | 13F | 塔嘉资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | GQERX - GQG 合作伙伴美国精选优质股票基金 R6 股票 | 256,992 | -16.76 | 91,245 | -15.66 | ||||
2025-05-27 | NP | MFS 可变保险信托 II - MFS Research International 投资组合初始类别 | 19,496 | -12.14 | 6,833 | -2.58 | ||||
2025-08-05 | 13F | 堡垒财富集团有限责任公司 | 3,419 | -0.12 | 1,170 | 0.09 | ||||
2025-08-14 | 13F | 牛津金融集团有限公司 | 1,890 | -37.52 | 671 | -36.70 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 283 | -32.46 | 100 | -31.51 | ||||
2025-07-18 | 13F | 坎托·菲茨杰拉德投资顾问有限公司 | 4,235 | -5.15 | 1,504 | -3.90 | ||||
2025-08-08 | 13F | 帕拉贡资本管理有限公司 | 9,152 | -2.07 | 3,250 | -0.79 | ||||
2025-08-11 | 13F | 其他财富有限责任公司 | 4,737 | -7.19 | 1,682 | -5.93 | ||||
2025-08-15 | 13F/A | 三菱日联证券欧洲、中东和非洲有限公司 | 1,050,000 | -1.41 | 374,598 | 0.36 | ||||
2025-06-26 | NP | USSPX - 500 指数基金 - 成员股票 | 430,052 | -1.45 | 148,583 | -0.38 | ||||
2025-08-14 | 13F | 布斯贝基金管理有限公司 | 1,195 | -39.52 | 424 | -38.73 | ||||
2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 2,573 | -17.77 | 940 | -17.20 | ||||
2025-08-06 | 13F | 苏德斯财务顾问 | 12,622 | -7.90 | 4,481 | -6.68 | ||||
2025-08-13 | 13F | IAG 财富合作伙伴有限责任公司 | 396 | -9.79 | 141 | -8.50 | ||||
2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Fwl投资管理有限公司 | 5,606 | -7.90 | 1,990 | -6.70 | ||||
2025-08-14 | 13F | 合伙人资本投资集团有限责任公司 | 14,363 | -55.81 | 5,100 | -55.23 | ||||
2025-05-01 | 13F | 卡斯资本管理有限公司 | 5,375 | -28.33 | 1,884 | -20.55 | ||||
2025-06-26 | NP | AWEIX - CIBC Atlas 纪律股票基金机构类别股票 | 182,556 | -1.96 | 63,073 | -0.90 | ||||
2025-07-25 | NP | ACWV - iShares Edge MSCI 最小成交量全球 ETF | 61,871 | -2.47 | 22,595 | -1.80 | ||||
2025-08-11 | 13F | 威尔金森全球资产管理有限公司 | 158,274 | -3.54 | 56,195 | -2.28 | ||||
2025-08-14 | 13F | 视差波动率顾问公司,有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-27 | NP | 可变保险产品基金 IV - 金融服务投资组合初始类别 | 9,500 | -61.22 | 3,329 | -57.00 | ||||
2025-08-12 | 13F | 农民国家银行 | 23,355 | -0.98 | 8,292 | 0.33 | ||||
2025-07-22 | 13F | 切奇资本顾问有限公司 | 16,115 | -0.64 | 5,722 | 0.67 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 5,825,867 | -2.76 | 2,068,472 | -1.49 | ||||
2025-08-08 | 13F | 科尔宾投资管理公司/MD | 13,168 | -3.09 | 4,675 | -1.83 | ||||
2025-08-22 | NP | Calamos Antetokounmpo 可持续股票信托 - Calamos Antetokounmpo 可持续股票基金 R6 级 | 284 | -2.07 | 101 | -0.99 | ||||
2025-06-18 | NP | RTDAX - 多因素美国股票基金 A 类 | 10,074 | -5.21 | 3,481 | -4.19 | ||||
2025-05-15 | 13F | 猎犬合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | 道明资产管理公司 | 4,039,781 | -7.26 | 1,434,324 | -6.04 | ||||
2025-07-23 | 13F | 西特林资本管理有限责任公司 | 21,086 | -12.81 | 7,487 | -11.67 | ||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 2,050 | -5.44 | 728 | -4.22 | ||||
2025-07-10 | 13F | Vista 投资合伙公司 | 3,683 | -0.03 | 1,308 | 1.24 | ||||
2025-08-05 | 13F | iA全球资产管理公司 | 304,742 | -26.72 | 108 | -25.52 | ||||
2025-07-09 | 13F | 费玛塔顾问有限责任公司 | 2,058 | -55.66 | 731 | -55.10 | ||||
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 | 1,339 | -46.95 | 475 | -46.27 | ||||
2025-07-18 | 13F | 维吉拉尔财富管理 | 4,410 | -7.08 | 1,566 | -5.89 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 美国世纪超级基金标准类 | 35,889 | -1.12 | 12,742 | 0.18 | ||||
2025-08-07 | 13F | M. Kulyk & Associates, 有限责任公司 | 28,207 | -0.45 | 10,015 | 0.85 | ||||
2025-08-26 | NP | Ivy 可变保险投资组合 - Ivy VIP Growth Class II | 81,839 | -15.51 | 29,057 | -14.41 | ||||
2025-07-25 | 13F | 克拉伦登私人有限责任公司 | 1,982 | -11.28 | 704 | -10.10 | ||||
2025-06-23 | NP | ULPIX - Ultrabull Profund 投资者类别 | 3,431 | -9.92 | 1,185 | -8.92 | ||||
2025-08-18 | NP | ULTRA 系列基金 - 大盘成长基金 I 类 | 19,661 | -9.88 | 6,981 | -8.70 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT George Putnam 平衡基金 IA 类股票 | 4,098 | -11.85 | 1,455 | -10.74 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 48,758 | -63.82 | 17 | -63.83 | ||||
2025-07-22 | 13F | 图 8 投资策略有限责任公司 | 8,544 | -0.93 | 3,034 | 0.36 | ||||
2025-08-07 | 13F | 艾伦投资管理有限公司 | 1,342,743 | -27.03 | 476,741 | -26.07 | ||||
2025-08-20 | 13F/A | 科佩尔咨询解决方案有限责任公司 | 4,653 | -83.29 | 1,622 | -82.94 | ||||
2025-07-10 | 13F | Mogy Joel R 投资顾问公司 | 185,399 | -0.05 | 65,826 | 1.26 | ||||
2025-08-14 | 13F | 富登基金管理有限公司 | 3,115 | -43.86 | 1,106 | -43.16 | ||||
2025-05-19 | NP | 西北互惠系列基金公司 - Research International 核心投资组合 | 36,065 | -11.36 | 12,639 | -1.70 | ||||
2025-07-21 | 13F | 格拉西投资管理公司 | 98,967 | -0.25 | 35 | 2.94 | ||||
2025-08-08 | 13F | 纯种金融服务有限公司 | 26,931 | -31.95 | 10 | -30.77 | ||||
2025-08-07 | 13F | FDx 顾问公司 | 2,874 | -7.44 | 1 | 0.00 | ||||
2025-08-13 | 13F | 拉布和莫斯科维茨资产管理有限责任公司 | 9,886 | -1.36 | 3,510 | -0.06 | ||||
2025-08-07 | 13F | 野山羊财富顾问 | 33,545 | -26.57 | 11,910 | -25.61 | ||||
2025-06-17 | NP | GSRAX - 高盛股息上涨增长基金 A 类 | 16,458 | -4.11 | 5,686 | -3.07 | ||||
2025-08-26 | 13F | 普罗维登投资管理公司 | 264,182 | -0.90 | 93,798 | 0.40 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 181,658 | -5.85 | 64,498 | -4.62 | ||||
2025-04-14 | 13F | 格林斯普林顾问有限责任公司 | 1,049 | -10.03 | 368 | -0.27 | ||||
2025-07-08 | 13F | 贝克埃利斯资产管理有限责任公司 | 4,294 | -16.98 | 1,525 | -15.89 | ||||
2025-06-30 | NP | VIG - 先锋股息增值指数基金 ETF 股票 | 8,791,546 | -3.51 | 3,037,479 | -2.46 | ||||
2025-08-12 | 13F | 美国世纪公司 | 2,447,558 | -4.88 | 869,006 | -3.64 | ||||
2025-08-13 | 13F | 北方信托公司 | 18,586,956 | -2.11 | 6,599,299 | -0.82 | ||||
2025-08-14 | 13F | Ssi投资管理有限公司 | 1,287 | -41.71 | 457 | -41.01 | ||||
2025-07-17 | 13F | 鹰财富策略有限公司 | 1,554 | -0.26 | 552 | 0.92 | ||||
2025-07-14 | 13F | 富达财富管理 | 757 | -12.69 | 269 | -11.84 | ||||
2025-03-31 | 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 | 27,934 | -1.63 | 9,548 | 16.00 | ||||
2025-07-07 | 13F | 阿勒瑟安财富顾问有限责任公司 | 1,758 | -4.25 | 624 | -2.95 | ||||
2025-08-08 | 13F | 斯库拉蒂财富管理有限责任公司 | 8,294 | -2.05 | 2,945 | -0.78 | ||||
2025-08-13 | 13F | 阿科资本有限责任公司 | 1,643,373 | -7.47 | 583 | -6.27 | ||||
2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 841,575 | -7.51 | 290,764 | -6.51 | ||||
2025-08-12 | 13F | 麦当劳合作伙伴有限公司 | 805 | -8.73 | 286 | -7.77 | ||||
2025-07-29 | 13F | 维奥利奇资本管理公司 | 134,380 | -9.22 | 47,712 | 93,450.98 | ||||
2025-08-26 | NP | MPGFX - Mais & Power 增长基金 | 444,000 | -3.27 | 157,642 | -2.00 | ||||
2025-07-07 | 13F | 信托公司 | 3,586 | -23.75 | 1,273 | -22.75 | ||||
2025-05-13 | 13F | 阿尔文资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 维瑞特资产管理公司 | 2,386 | -3.52 | 847 | -2.19 | ||||
2025-08-15 | 13F | Binnacle投资公司 | 446 | -12.38 | 158 | -11.24 | ||||
2025-08-14 | 13F | 韦斯资产管理有限公司 | 32,352 | -47.65 | 11,487 | -46.97 | ||||
2025-07-03 | 13F | 集体家族办公室有限责任公司 | 1,782 | -7.09 | 633 | -5.95 | ||||
2025-08-19 | 13F | Liontrust Investment Partners LLP | 665,745 | -9.28 | 236,373 | -8.09 | ||||
2025-07-07 | 13F | 赛勒恩投资管理有限公司 | 19,761 | -18.81 | 7,016 | -17.75 | ||||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 10,831 | -24.99 | 3,955 | -24.48 | ||||
2025-05-08 | 13F | 克利尔沃特资本顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-29 | NP | JAFGX - 资本增值信托资产净值 | 38,927 | -2.39 | 13,642 | 8.24 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL MSCI 全球股票指数基金 | 8,417 | -4.74 | 2,988 | -3.49 | ||||
2025-07-10 | 13F | 布雷迪家族财富有限公司 | 23,962 | -3.67 | 8,508 | -2.41 | ||||
2025-07-11 | 13F | 奥尔斯顿金融服务公司 | 8,101 | -1.39 | 2,876 | -0.10 | ||||
2025-06-24 | NP | SWANX - 嘉信核心股票基金 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 | 114,272 | -15.15 | 39,481 | -14.23 | ||||
2025-07-23 | 13F | 资本管理联营公司 | 1,242 | -48.64 | 441 | -48.05 | ||||
2025-04-30 | 13F | 梅多布鲁克投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | 高级系列信任 - AST 定量建模投资组合 | 5,455 | -17.54 | 1,937 | -16.48 | ||||
2025-07-28 | 13F | 阿灵顿财务顾问有限责任公司 | 2,720 | -1.70 | 966 | -0.41 | ||||
2025-06-25 | NP | PGIRX - Polen 全球增长基金投资者类别 | 50,137 | -14.48 | 17,322 | -13.55 | ||||
2025-08-14 | 13F | 沃隆资本管理有限公司 | 21,523 | -11.92 | 7,642 | -10.78 | ||||
2025-08-28 | NP | SRFMX - Sarofim 股票基金 | 7,760 | -18.62 | 2,755 | -17.54 | ||||
2025-07-28 | 13F | SFG 财富管理有限责任公司。 | 986 | -8.70 | 350 | -7.41 | ||||
2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 8,694 | -27.16 | 3,087 | -26.23 | ||||
2025-08-12 | 13F | 自由格列佛有限公司 | 1,090 | -27.81 | 387 | -27.03 | ||||
2025-08-08 | 13F | Keyvanage Wealth, Llc | 1,072 | -17.60 | 381 | -16.48 | ||||
2025-08-14 | 13F | 目的地财富管理 | 175,631 | -2.02 | 62,358 | -0.74 | ||||
2025-07-09 | 13F | 奥布莱恩财富合作伙伴有限责任公司 | 89 | -42.58 | 32 | -42.59 | ||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 59,157 | -28.98 | 21,004 | -28.05 | ||||
2025-08-15 | 13F | 蓝边资本有限责任公司 | 19,240 | -0.25 | 6,831 | 1.05 | ||||
2025-08-13 | 13F | 顶点规划合作伙伴有限责任公司 | 904 | -5.54 | 321 | -4.48 | ||||
2025-08-14 | 13F | OV管理有限责任公司 | 6,167 | -61.46 | 2,190 | -60.96 | ||||
2025-08-14 | 13F | 马歇尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 5,639 | -6.14 | 2,002 | -4.89 | ||||
2025-08-12 | 13F | 东京海洋资产管理有限公司 | 151,202 | -14.55 | 53,684 | -13.43 | ||||
2025-06-26 | NP | FSOSX - 富达系列海外基金 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 | 548,800 | -2.12 | 189,610 | -1.06 | ||||
2025-07-29 | NP | SFPIX - I 类金融服务投资组合 | 153 | -16.39 | 56 | -16.67 | ||||
2025-07-02 | 13F | 内维尔·罗迪和肖公司 | 121,574 | -0.22 | 43 | 2.38 | ||||
2025-08-26 | NP | SBRAX - Segall Bryant & Hamill All Cap 基金零售类 | 8,466 | -5.43 | 3,006 | -4.21 | ||||
2025-05-15 | 13F | Centiva 资本有限合伙人 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-23 | NP | DQIAX - 纽约梅隆银行 A 类股票收益基金 | 25,607 | -0.72 | 9,351 | -0.04 | ||||
2025-07-31 | 13F | Carlton Hofferkamp & Jenks 财富管理有限责任公司 | 3,393 | -1.79 | 1,191 | 4.02 | ||||
2025-08-27 | NP | PIODX-胜利先锋基金A类 | 642,161 | -14.91 | 227,999 | -13.80 | ||||
2025-05-15 | 13F/A | 克利尔街有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-06-27 | NP | DSEFX - Domini Impact 股票基金投资者股票 | 57,800 | -0.34 | 19,970 | 0.73 | ||||
2025-08-29 | NP | GATEX - Gateway 基金 A 类股票 | 356,233 | -2.80 | 126,481 | -1.53 | ||||
2025-08-13 | 13F | 期权解决方案有限公司 | 1,948 | -5.89 | 692 | -4.69 | ||||
2025-07-25 | NP | USSG - Xtrackers MSCI 美国 ESG 领先股票 ETF | 33,970 | -4.92 | 12,406 | -4.28 | ||||
2025-08-14 | 13F | 博勒丹顿联合公司 | 21,661 | -0.23 | 7,691 | 1.08 | ||||
2025-08-14 | 13F | 西托资本集团有限责任公司 | 16,728 | -5.85 | 6 | -16.67 | ||||
2025-06-23 | NP | EADIX - 伊顿万斯税务管理全球股息收入基金 A 类 | 18,096 | -21.89 | 6,252 | -21.04 | ||||
2025-03-27 | NP | 两条路共享信托 - LeaderSharesTM AlphaFactor(R) 美国核心股票 ETF | 4,420 | -18.03 | 1,511 | 5.45 | ||||
2025-08-13 | 13F | GQG 合作伙伴有限责任公司 | 3,029,600 | -18.76 | 1,075,671 | -17.69 | ||||
2025-08-14 | 13F | 第一曼哈顿公司 | 1,297,120 | -0.17 | 460,543 | 1.14 | ||||
2025-07-29 | NP | STPIX - I 类技术与通信产品组合 | 7,350 | -5.16 | 2,684 | -4.52 | ||||
2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 增长机会基金 IA 类股票 | 90,166 | -2.17 | 32,013 | -0.89 | ||||
2025-08-05 | 13F | 新泽西更好教育储蓄信托基金 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 爱荷华州财富顾问有限责任公司 | 2,566 | -4.61 | 911 | -3.29 | ||||
2025-08-14 | 13F | 莱特森投资管理公司 | 54,033 | -0.09 | 19,185 | 1.21 | ||||
2025-07-25 | NP | ABWAX - AB 全市场总回报投资组合 A 类 | 4,432 | -0.89 | 1,619 | -0.25 | ||||
2025-08-07 | 13F | 弗洛斯巴赫冯斯托奇股份公司 | 2,151,030 | -3.10 | 763,723 | -1.83 | ||||
2025-08-11 | 13F | 塞拉资本有限责任公司 | 2,400 | -13.98 | 1 | |||||
2025-08-26 | NP | USPX - 富兰克林 LibertyQ 全球股票 ETF | 40,716 | -1.78 | 14,456 | -0.49 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,495 | -81.92 | 531 | -81.71 | ||||
2025-08-04 | 13F | 西北财务顾问公司 | 2,088 | -38.43 | 741 | -37.63 | ||||
2025-08-13 | 13F | 费城信托公司 | 17,070 | -0.23 | 6 | 20.00 | ||||
2025-08-08 | 13F | denkapparat Operations GmbH | 966 | -2.03 | 343 | -0.87 | ||||
2025-08-01 | 13F | 愿景金融市场有限责任公司 | 1,186 | -2.39 | 421 | -1.18 | ||||
2025-08-26 | NP | TLSTX - 股票指数基金 | 24,876 | -3.46 | 8,832 | -2.19 | ||||
2025-08-05 | 13F | 下一个资本管理有限责任公司 | 665 | -2.64 | 236 | -1.26 | ||||
2025-07-16 | 13F | 战略投资解决方案公司/伊利诺伊州 | 153 | -31.08 | 54 | -29.87 | ||||
2025-07-30 | 13F | 北角投资组合管理公司/oh | 73,309 | -1.80 | 26,028 | -0.52 | ||||
2025-07-21 | 13F | 格林伍德资本联合有限公司 | 902 | -15.23 | 320 | -13.98 | ||||
2025-08-13 | 13F | 湾景资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-27 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- INVESCO VI 多元化股息基金系列 I | 14,352 | -20.84 | 5,096 | -19.81 | ||||
2025-07-29 | NP | John Hancock Funds II - 美国行业轮换基金类别资产净值 | 162,137 | -2.71 | 59,211 | -2.05 | ||||
2025-07-11 | 13F | 银橡树证券公司 | 6,471 | -0.83 | 2,298 | 2.68 | ||||
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 | 1,139,409 | -2.64 | 404,547 | -1.36 | ||||
2025-05-07 | 13F | 凤凰控股有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-05-13 | 13F | 衡量风险投资组合有限公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 盖布尔斯资本管理公司 | 11,446 | -2.30 | 4,064 | -1.02 | ||||
2025-08-06 | 13F | TenCore 合伙人有限合伙人 | 11,404 | -30.90 | 4,049 | -30.00 | ||||
2025-07-29 | 13F | 多拉山第一国民银行信托投资服务 | 16,395 | -1.19 | 5,821 | 0.10 | ||||
2025-08-22 | NP | 可变保险产品基金II - 国际资本增值投资组合初始类别 | 32,486 | -3.18 | 11,534 | -1.91 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 8,015,190 | -33.15 | 2,846 | -32.28 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | Put | 51,300 | -99.42 | 18 | -99.42 | |||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 大盘 100 基金标准级 | 97,198 | -0.34 | 34,510 | 0.97 | ||||
2025-05-15 | 13F/A | 克利尔街有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | Rnc资本管理有限公司 | 21,139 | -1.21 | 7,505 | 0.08 | ||||
2025-07-15 | 13F | RVW 财富有限责任公司 | 4,331 | -6.48 | 1,538 | -5.24 | ||||
2025-08-15 | 13F | 石桥资本顾问有限责任公司 | 59,217 | -8.24 | 21,025 | -7.03 | ||||
2025-08-13 | 13F | 湾景资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 卡森咨询公司 | 683 | -1.16 | 243 | 0.00 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 55,851,575 | -2.31 | 19,830,102 | -1.03 | ||||
2025-07-30 | NP | DTEC - 阿尔卑斯颠覆性技术 ETF | 2,399 | -16.87 | 876 | -16.25 | ||||
2025-08-05 | 13F | 北角财富管理有限公司 | 14,146 | -1.31 | 5,023 | -0.02 | ||||
2025-08-12 | 13F | 韦茨投资管理公司 | 298,075 | -8.06 | 105,832 | -6.85 | ||||
2025-07-23 | 13F | 钢峰财富管理有限公司 | 20,111 | -17.91 | 7,140 | -16.84 | ||||
2025-06-25 | NP | EXEYX - 股票系列 S 级 | 5,419 | -28.05 | 1,872 | -27.27 | ||||
2025-08-07 | 13F | 金路德资本管理公司 | 926,323 | -1.58 | 328,891 | -0.29 | ||||
2025-08-07 | 13F | 特雷诺资本管理公司 | 47,716 | -2.18 | 16,961 | -0.78 | ||||
2025-07-14 | 13F | 南国股权合伙人有限责任公司 | 710 | -8.97 | 252 | -7.69 | ||||
2025-08-01 | 13F | 超越财富集体有限责任公司 | 31,280 | -3.34 | 11,106 | -2.08 | ||||
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 | 26,756 | -68.62 | 9,244 | -68.28 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国大型成长型投资组合机构类别 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 | 467,244 | -11.17 | 161,433 | -10.21 | ||||
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 | 1,344 | -5.15 | 477 | -3.83 | ||||
2025-07-31 | 13F | 基勒托马斯管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 4,949 | -1.24 | 1,757 | 0.06 | ||||
2025-05-28 | NP | DHAMX - 中心美国精选股票基金投资者类别 | 12,687 | -13.46 | 4,446 | 15.54 | ||||
2025-08-06 | 13F | 莫德拉财富管理有限责任公司 | 132,942 | -0.10 | 47,201 | 1.21 | ||||
2025-08-27 | NP | VLACX - Vanguard 大盘指数基金投资者股票 | 1,846,868 | -1.13 | 655,730 | 0.16 | ||||
2025-08-14 | 13F | 人类投资有限责任公司 | 601 | -14.63 | 213 | -13.41 | ||||
2025-07-09 | 13F | 中央谷顾问有限公司 | 9,605 | -0.48 | 3,410 | 0.83 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - Templeton Growth VIP 基金 1 级 | 17,661 | -15.64 | 6,271 | -14.54 | ||||
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 | 61,500 | -22.25 | 21,248 | -21.41 | ||||
2025-07-29 | 13F | 马特森金融服务有限公司 | 13,407 | -4.73 | 4,760 | -3.49 | ||||
2025-08-07 | 13F | 英杰华公司 | 1,925,352 | -0.37 | 683,596 | 0.93 | ||||
2025-08-12 | 13F | 独立资产合作伙伴有限责任公司 | 1,152 | -7.17 | 409 | -5.76 | ||||
2025-07-23 | 13F | 亨德利公司 | 74,477 | -0.33 | 26 | 0.00 | ||||
2025-08-28 | NP | MODL - VictoryShares WestEnd 美国板块 ETF | 18,401 | -22.29 | 6,533 | -21.27 | ||||
2025-07-28 | 13F | 波士顿信托华登公司 | 550,016 | -14.98 | 195,283 | -13.87 | ||||
2025-07-15 | 13F | 财务管理专业人士公司 | 819 | -3.19 | 291 | -2.03 | ||||
2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 1,473 | -25.72 | 523 | -24.78 | ||||
2025-07-21 | 13F | 25有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | DTLGX - 大型公司成长投资组合投资类别 | 14,681 | -23.92 | 5,212 | -22.92 | ||||
2025-06-30 | NP | AIM 投资基金(INVESCO 投资基金)- Invesco Oppenheimer Fundamental Alternatives Fund R6 级 | 1,983 | -29.05 | 685 | -10.22 | ||||
2025-07-11 | 13F | 海岸资本集团有限责任公司 | 1,413 | -27.87 | 502 | -26.97 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/全球股票管理波动性投资组合 IB 类 | 38,455 | -3.11 | 13,653 | -1.84 | ||||
2025-07-25 | NP | AMCPX - AMCAP 基金 A 类 | 1,396,882 | -24.83 | 510,127 | -24.32 | ||||
2025-08-12 | 13F | 北极星资产管理公司 | 145,033 | -0.80 | 51,494 | 0.50 | ||||
2025-08-26 | NP | MAPOX - Mais & Power 平衡基金 | 43,011 | -13.98 | 15,271 | -12.85 | ||||
2025-05-13 | 13F | 塞卡诺管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-06 | 13F | LeClair财富合伙公司 | 4,208 | -5.52 | 1,494 | -4.23 | ||||
2025-07-15 | 13F | 海湾资本顾问有限公司 | 3,077 | -3.15 | 1,093 | -1.89 | ||||
2025-07-30 | 13F | 伯克利资本合作伙伴有限责任公司 | 3,304 | -18.62 | 1,173 | -17.51 | ||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 78,058 | -0.89 | 27,714 | 0.41 | ||||
2025-08-14 | 13F | 审慎投资者网络 | 1,385 | -3.35 | 492 | -2.19 | ||||
2025-08-01 | 13F | 比特摩尔家族办公室有限责任公司 | 6,259 | -0.81 | 2,222 | 0.50 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:A4系列 | 4,357 | -6.38 | 1,547 | -5.21 | ||||
2025-06-26 | NP | APGAX - AB 大盘成长基金公司 A 类 | 3,659,277 | -9.89 | 1,264,280 | -8.91 | ||||
2025-07-23 | NP | DGLAX - 纽约梅隆银行全球股票基金 A 类 | 33,600 | -8.94 | 12,270 | -8.32 | ||||
2025-07-30 | NP | OUSA - ALPS | O'Shares 美国优质股息 ETF 股票 | 118,937 | -15.41 | 43,435 | -14.83 | ||||
2025-07-31 | 13F | 新泽西州共同养老基金 D | 583,475 | -0.15 | 207,163 | 1.15 | ||||
2025-06-13 | 13F | 顶峰投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | BKM 财富管理有限责任公司 | 691 | -0.86 | 245 | 0.41 | ||||
2025-08-01 | 13F | 罗斯比金融(LCC) | 3,623 | -0.28 | 1,286 | 5.67 | ||||
2025-08-06 | 13F | 360金融公司 | 3,649 | -2.33 | 1,296 | -1.07 | ||||
2025-07-22 | 13F | 中吴投资集团有限公司 | 4,480 | -0.02 | 1,591 | 1.27 | ||||
2025-07-23 | 13F | 奥普塔斯有限责任公司 | 5,941 | -46.21 | 2,109 | -45.50 | ||||
2025-08-13 | 13F | 索诺玛私人财富有限责任公司 | 2,497 | -0.99 | 886 | 0.34 | ||||
2025-08-06 | 13F | Cm 财富顾问有限公司 | 1,671 | -3.24 | 593 | -1.98 | ||||
2025-06-30 | NP | VDIGX - 先锋股息增长基金投资者股票 | 4,334,542 | -5.37 | 1,497,584 | -4.35 | ||||
2025-07-22 | 13F | Rockingstone 顾问有限公司 | 3,279 | -42.56 | 1,164 | -41.80 | ||||
2025-08-27 | NP | EAALX - 伊顿万斯亚特兰大资本聚焦增长基金 A 类 | 233,296 | -5.23 | 82,832 | -3.99 | ||||
2025-08-14 | 13F | 第一金融银行股份公司 | 2,823 | -9.64 | 1,002 | -8.41 | ||||
2025-05-12 | 13F | 桑迪泉银行 | 42,078 | -4.15 | 14,747 | 6.29 | ||||
2025-06-23 | NP | FNPIX - 金融超行业深度投资者类别 | 5,036 | -28.77 | 1,740 | -28.02 | ||||
2025-08-11 | 13F | 托马斯故事父子公司 | 50,873 | -9.49 | 18,062 | -8.31 | ||||
2025-08-28 | NP | Amplify ETF 信托 - Amplify 移动支付 ETF | 45,550 | -10.01 | 16,173 | -8.83 | ||||
2025-08-14 | 13F | 全新世顾问有限合伙人 | 653,664 | -36.05 | 232,083 | -35.21 | ||||
2025-08-25 | NP | VVSIX - 受人尊敬的美国大盘股战略股票基金 I 类 | 171,545 | -1.29 | 60,907 | 0.00 | ||||
2025-08-19 | NP | Securian Funds Trust - SFT 指数 500 基金 1 级 | 47,504 | -2.66 | 16,866 | -1.39 | ||||
2025-07-14 | 13F | 彩绘门廊顾问有限责任公司 | 22,998 | -1.52 | 8,165 | -0.23 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 386,892 | -2.54 | 135,590 | 8.07 | ||||
2025-08-13 | 13F | 尼科莱特咨询服务有限公司 | 5,467 | -7.57 | 1,855 | -3.39 | ||||
2025-08-04 | 13F | 密钥银行国家协会/哦 | 179,249 | -0.16 | 63,642 | 1.15 | ||||
2025-07-24 | NP | FEIAX - 富达顾问股票收益基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,800 | -40.74 | 4,674 | -40.34 | ||||
2025-07-17 | 13F | LexAurum 顾问有限公司 | 2,288 | -4.55 | 812 | -3.22 | ||||
2025-07-17 | 13F | V-Square 定量管理有限责任公司 | 36,172 | -0.38 | 12,843 | 0.93 | ||||
2025-08-26 | NP | JDESX - 摩根大通美国研究增强型股票基金 I 类 | 488,924 | -3.68 | 173,592 | -2.41 | ||||
2025-08-07 | 13F | 基调金融服务有限公司 | 808 | -11.01 | 287 | -10.06 | ||||
2025-08-14 | 13F | 帕克伍德有限责任公司 | 23,884 | -54.89 | 8 | -55.56 | ||||
2025-07-10 | 13F | 安德森霍格兰公司 | 46,862 | -0.85 | 16,638 | 14.20 | ||||
2025-08-27 | NP | GRSPX - Cromwell Greenspring 中盘基金机构级 | 1,853 | -8.18 | 658 | -7.07 | ||||
2025-08-14 | 13F | 希尔顿资本管理有限责任公司 | 911 | -4.81 | 323 | -3.58 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 大盘波动率管理投资组合 K 级 | 81,290 | -4.51 | 28,862 | -3.26 | ||||
2025-07-21 | 13F | 堪萨斯信托公司 | 18,763 | -0.80 | 7 | 0.00 | ||||
2025-08-25 | NP | VVLVX-尊贵大盘指数基金 V 类 | 105,396 | -3.43 | 37,421 | -2.16 | ||||
2025-06-23 | NP | DSI - iShares MSCI KLD 400 社交 ETF | 290,069 | -0.68 | 100,219 | 0.40 | ||||
2025-07-08 | 13F | 圣骑士财富有限责任公司 | 3,782 | -3.17 | 1,343 | -1.90 | ||||
2025-04-10 | 13F | 糖枫资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | HUSV - First Trust Horizon 管理波动性国内 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,996 | -1.94 | 1,381 | -0.86 | ||||
2025-04-08 | 13F | 斯特内克资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | PSQGX - 港口街质量增长基金机构类别股票 | 7,733 | -47.77 | 2,746 | -47.10 | ||||
2025-07-10 | 13F | 纳富尔顿银行 | 30,385 | -2.73 | 10,788 | -1.45 | ||||
2025-08-26 | NP | IVW - iShares S&P 500 Growth ETF | 3,698,605 | -1.11 | 1,313,190 | 0.18 | ||||
2025-06-26 | NP | OWACX - 老韦斯特伯里全资本核心基金 | 264,034 | -23.12 | 91,224 | -22.29 | ||||
2025-07-28 | 13F | 智能投资组合有限责任公司 | 3,879 | -0.51 | 1,377 | 0.81 | ||||
2025-08-29 | NP | JAFNX - 金融行业信托资产净值 | 10,269 | -35.52 | 3,646 | -34.67 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert 标准普尔 500 指数投资组合副总裁 | 16,174 | -1.49 | 5,743 | -0.21 | ||||
2025-05-27 | NP | MFS 可变保险信托 II - MFS 全球研究投资组合初始类别 | 5,322 | -12.75 | 1,865 | -3.22 | ||||
2025-08-11 | 13F | 赛普拉斯咨询集团有限责任公司 | 8,720 | -2.13 | 3,096 | -0.83 | ||||
2025-08-14 | 13F | 东海岸资产管理有限公司。 | 16,681 | -0.02 | 5,922 | 1.28 | ||||
2025-07-10 | 13F | 契卡索资本管理有限公司 | 27,839 | -1.47 | 10 | 0.00 | ||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 49,025 | -48.31 | 17,432 | -47.55 | ||||
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 | 37,217 | -4.09 | 13,214 | -2.84 | ||||
2025-08-13 | 13F | ASB 咨询有限公司 | 3,127 | -0.79 | 1,110 | 0.54 | ||||
2025-08-05 | 13F | 莱克豪斯资本有限公司 | 13,118 | -63.85 | 5 | -66.67 | ||||
2025-06-26 | NP | JHML - 约翰汉考克多因素大盘 ETF | 21,859 | -1.86 | 7,552 | -0.80 | ||||
2025-08-08 | 13F | 枫树资本管理公司 | 1,774 | -8.46 | 630 | -7.36 | ||||
2025-07-11 | 13F | 考德威尔证券公司 | 14,024 | -1.90 | 4,979 | -0.60 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/奥本海默全球增长基金 (a) | 126,796 | -1.68 | 45,019 | -0.39 | ||||
2025-08-07 | 13F | Pcg资产管理有限责任公司 | 4,059 | -2.99 | 1,441 | -1.71 | ||||
2025-08-12 | 13F | 基梅尔曼贝尔德有限责任公司 | 107,165 | -0.37 | 38,049 | 0.94 | ||||
2025-07-31 | 13F | 中央银行 | 9,630 | -1.42 | 3,419 | -0.12 | ||||
2025-08-12 | 13F | PSI 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 利润投资管理有限责任公司 | 3,550 | -15.48 | 1,260 | -14.34 | ||||
2025-08-25 | NP | 美国基金保险系列-新世界基金1级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 35,083 | -3.45 | 12,456 | -2.18 | ||||
2025-07-11 | 13F | 永久有限公司 | 2,208 | -60.60 | 784 | -60.11 | ||||
2025-07-25 | 13F | 富兰克林·帕拉皮亚诺·特纳·韦尔奇有限责任公司 | 29,516 | -4.35 | 10,480 | -3.10 | ||||
2025-07-10 | 13F | 向日葵银行,NA | 3,986 | -0.90 | 1,415 | 0.43 | ||||
2025-08-08 | 13F | 桑德斯资本有限责任公司 | 3,076,760 | -3.32 | 1,092,404 | -2.05 | ||||
2025-08-13 | 13F | 安全港信托有限责任公司 | 1,514 | -16.95 | 538 | -15.83 | ||||
2025-08-14 | 13F | 星云研究与开发有限责任公司 | 11,314 | -6.48 | 4,017 | -5.24 | ||||
2025-05-29 | NP | SSVSX - 胜利特别价值基金 A 类 | 2,306 | -9.32 | 808 | 0.62 | ||||
2025-08-05 | 13F | Optimise 咨询服务有限公司 | 1,157 | -19.88 | 411 | -18.81 | ||||
2025-08-05 | 13F | 纽约梅隆银行 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-05 | 13F | 纽约梅隆银行 | 13,181,708 | -4.73 | 4,680,165 | -3.48 | ||||
2025-08-08 | 13F | 华尔街访问资产管理有限责任公司 | 1,921 | -0.10 | 682 | 1.34 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 1,957 | -1.76 | 695 | -0.29 | ||||
2025-07-17 | 13F | 人民金融服务公司 | 1,920 | -23.78 | 682 | -22.79 | ||||
2025-08-25 | NP | LGILX - Laudus 美国大盘成长基金 | 79,456 | -22.56 | 28,211 | -21.54 | ||||
2025-08-13 | 13F | 普罗西莫顾问有限责任公司 | 18,437 | -0.18 | 7 | 0.00 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 884,926 | -3.75 | 314,193 | -2.49 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 7,531 | -1.75 | 2,674 | -0.48 | ||||
2025-07-21 | 13F | Ntv 资产管理有限公司 | 14,651 | -0.04 | 5,202 | 1.27 | ||||
2025-09-04 | 13F | 雷德斯·麦克维资本管理有限责任公司 | 17,034 | -0.28 | 6 | 20.00 | ||||
2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 58,100 | -13.80 | 21 | -13.04 | ||||
2025-08-08 | 13F | 莫内塔金融服务公司 | 2,400 | -20.00 | 852 | -18.93 | ||||
2025-08-25 | NP | 纽约人寿投资副总裁基金信托 - NYLI 副总裁 MFS 投资者信托投资组合服务类 | 28,036 | -10.12 | 9,954 | -8.95 | ||||
2025-05-02 | 13F | 因维拉财富顾问有限责任公司 | 5,643 | -12.39 | 1,972 | -6.54 | ||||
2025-07-11 | 13F | 奥舍·范德沃德投资管理公司 | 61,305 | -8.04 | 21,766 | -6.84 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/500 管理波动性投资组合 IB 级 | 240,629 | -5.94 | 85,435 | -4.71 | ||||
2025-06-26 | NP | USGLX - 美国全球领袖成长基金A级 | 286,568 | -15.99 | 99,009 | -15.08 | ||||
2025-07-11 | 13F | 韦博塞特研究与管理有限公司 | 760 | -1.17 | 270 | 0.00 | ||||
2025-05-22 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -33,808 | -281.25 | -11,848 | -300.98 | |||
2025-08-29 | NP | NEFSX - Natixis 美国股票机会基金 A 类 | 63,985 | -0.55 | 22,718 | 0.75 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian All Cap Core VIP 基金 | 3,802 | -58.66 | 1,350 | -58.14 | ||||
2025-07-31 | 13F | 猎户座资本管理有限公司 | 4,020 | -0.59 | 1,427 | 0.71 | ||||
2025-08-05 | 13F | 整体金融合作伙伴 | 1,747 | -3.59 | 620 | -2.36 | ||||
2025-07-29 | 13F | 哈钦森第一国民银行 | 5,030 | -1.31 | 1,786 | -0.06 | ||||
2025-07-21 | 13F | 铂金投资管理有限公司 | 25,209 | -4.20 | 8,950 | -2.95 | ||||
2025-05-15 | 13F | 安吉利斯投资顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
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 | 28,786 | -1.70 | 10,220 | -0.41 | ||||
2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 17,605 | -2.22 | 6,251 | -0.95 | ||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 217,089 | -14.76 | 77,055 | -13.65 | ||||
2025-08-14 | 13F | 澳大利亚金融合作伙伴公司 | 17,453 | -1.92 | 6,197 | -0.64 | ||||
2025-08-14 | 13F | 克里斯代尔顾问有限责任公司 | 27,384 | -39.21 | 9,723 | -38.42 | ||||
2025-08-14 | 13F | AllSquare 财富管理有限责任公司 | 820 | -5.75 | 291 | -4.28 | ||||
2025-08-13 | 13F | 优化财务公司 | 1,064 | -0.56 | 378 | 0.80 | ||||
2025-08-14 | 13F | 头投资有限公司 | 3,266 | -18.68 | 1,160 | -17.63 | ||||
2025-08-15 | 13F | 帕鲁斯金融(英国)有限公司 | 95,911 | -3.51 | 34,053 | -2.25 | ||||
2025-05-15 | 13F | 黑石集团公司 | 0 | -100.00 | 0 | |||||
2025-05-06 | 13F | WT财富管理 | 8,459 | -13.04 | 2,964 | -3.58 | ||||
2025-08-07 | 13F | 达美财务顾问有限公司 | 25,812 | -2.19 | 9,164 | -0.91 | ||||
2025-08-08 | 13F | 神鹰资本管理公司 | 23,974 | -2.62 | 8,512 | -1.33 | ||||
2025-07-30 | 13F | 布鲁姆资本管理公司 | 1,548 | -44.10 | 549 | -43.40 | ||||
2025-06-26 | NP | IETC - iShares Evolved 美国科技 ETF | 1,307 | -69.87 | 452 | -61.29 | ||||
2025-08-15 | 13F | 易方达基金管理有限公司 | 17,868 | -32.83 | 6,344 | -31.95 | ||||
2025-07-17 | 13F | 杨氏咨询集团有限公司 | 1,194 | -16.09 | 425 | -14.83 | ||||
2025-08-26 | NP | VVIPX - Voya VACS 指数 S 系列投资组合 | 130,497 | -0.42 | 46,333 | 0.88 | ||||
2025-07-25 | 13F | AdviceOne 咨询服务有限公司 | 941 | -11.73 | 334 | -10.46 | ||||
2025-08-14 | 13F | Strive 资产管理有限公司 | 3,393 | -39.83 | 1,205 | -39.07 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 管理波动性基金初始类别 | 3,073 | -6.54 | 1,091 | -5.30 | ||||
2025-08-29 | NP | DHLAX - 钻石山大盘基金 A 类 | 281,781 | -7.88 | 100,046 | -6.68 | ||||
2025-08-25 | NP | MMBDX - MassMutual Premier 平衡基金 A 类 | 3,575 | -13.77 | 1,269 | -12.66 | ||||
2025-07-31 | 13F | 德雷珀资产管理有限责任公司 | 1,016 | -7.04 | 354 | -7.33 | ||||
2025-07-28 | 13F | 互助顾问有限责任公司 | 43,542 | -0.80 | 15,546 | 5.68 | ||||
2025-08-04 | 13F | 品尼高联合有限公司 | 183,241 | -0.31 | 65,060 | 1.00 | ||||
2025-08-05 | 13F | Trail Ridge 投资顾问有限责任公司 | 1,677 | -4.99 | 579 | -6.31 | ||||
2025-07-31 | 13F | 北极星资产管理有限公司 | 7,227 | -2.03 | 2,566 | -0.77 | ||||
2025-07-22 | 13F | 科德尔/莫里森财富管理 | 11,578 | -3.08 | 4,111 | -1.82 | ||||
2025-08-07 | 13F | Readystate资产管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-17 | 13F | 坎贝尔纽曼资产管理公司 | 123,797 | -3.32 | 43,954 | -2.05 | ||||
2025-08-12 | 13F | 明桥投资有限责任公司 | 8,208,697 | -10.31 | 2,914,498 | -9.14 | ||||
2025-08-14 | 13F | CIBC 资产管理公司 | 516,743 | -5.81 | 182,595 | -4.95 | ||||
2025-07-22 | 13F | 库里南联合公司 | 66,595 | -2.74 | 23,645 | -1.47 | ||||
2025-07-15 | 13F | 帕伦博财富管理有限责任公司 | 17,369 | -1.74 | 6,167 | -0.47 | ||||
2025-08-12 | 13F | Rbo & Co 有限责任公司 | 5,230 | -1.15 | 1,857 | 0.11 | ||||
2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 8,695 | -4.21 | 3,087 | -2.92 | ||||
2025-08-13 | 13F | 绿丰资产管理有限公司 | 2,539 | -3.17 | 902 | -1.96 | ||||
2025-08-13 | 13F | 殖民地信托顾问公司 | 81,461 | -1.14 | 28,923 | 0.15 | ||||
2025-07-24 | 13F | 东方银行 | 340,004 | -1.05 | 120,718 | 0.24 | ||||
2025-04-04 | 13F | 资本市场策略有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 南方金融有限公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 朗维财富管理 | 1,293 | -0.61 | 459 | 0.88 | ||||
2025-07-03 | 13F | 信托金融集团有限责任公司 | 4,373 | -3.51 | 1,554 | 5.64 | ||||
2025-07-14 | 13F | 边境到海岸养老金合伙有限公司 | 195,519 | -21.14 | 69 | -19.77 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘成长指数投资组合 IB 类 | 151,762 | -0.07 | 53,883 | 1.24 | ||||
2025-04-22 | 13F | Jmac企业有限公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 湖滨资本集团有限公司 | 3,386 | -2.39 | 1,202 | -1.07 | ||||
2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 11,403 | -0.84 | 4,049 | 0.45 | ||||
2025-06-26 | NP | FAFDX - 富达顾问金融服务基金 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 | 7,500 | -82.80 | 2,591 | -82.61 | ||||
2025-08-29 | NP | GRW-TCW 复合股 ETF | 14,006 | -24.97 | 4,839 | -24.98 | ||||
2025-08-14 | 13F | 德美银行 | 6,133 | -0.98 | 2,178 | 0.32 | ||||
2025-08-08 | 13F | 伊塔乌联合银行控股公司 | 6,312 | -2.53 | 2,241 | 111,950.00 | ||||
2025-08-11 | 13F | 文艺复兴集团有限公司 | 103,848 | -3.87 | 36,871 | -2.61 | ||||
2025-07-30 | 13F | 彭定康集团有限公司 | 40,236 | -1.26 | 14,286 | 0.03 | ||||
2025-04-29 | 13F | 卡拉莫斯顾问有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | 传统资本财富合作伙伴有限责任公司 | 6,221 | -1.39 | 2,209 | -0.14 | ||||
2025-08-13 | 13F | 马丁公司 /tn/ | 9,846 | -0.45 | 3,496 | 0.84 | ||||
2025-07-17 | 13F | 詹尼资本管理有限公司 | 41,450 | -1.70 | 15 | 0.00 | ||||
2025-08-01 | 13F | 雷德蒙德资产管理有限责任公司 | 24,856 | -3.74 | 8,825 | -2.48 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Growth Portfolio | 15,797 | -47.66 | 5,609 | -46.98 | ||||
2025-08-13 | 13F | 贝尔资产管理有限公司 | 19,951 | -30.48 | 7,084 | -29.58 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 213,712 | -3.61 | 75,878 | -2.35 | ||||
2025-07-10 | 13F | 三角证券财富管理 | 11,009 | -1.96 | 3,909 | -0.69 | ||||
2025-08-12 | 13F | 规划替代方案有限公司/adv | 1,292 | -1.60 | 459 | -0.43 | ||||
2025-08-27 | NP | LITMAN GREGORY FUNDS TRUST - Polen Capital 全球增长 ETF | 24,119 | -3.37 | 8,563 | -2.10 | ||||
2025-07-28 | 13F | 埃塞克斯有限责任公司 | 1,110 | -2.46 | 394 | -1.01 | ||||
2025-07-11 | 13F | 春天资本管理有限公司 | 23,383 | -0.29 | 8,302 | 1.02 | ||||
2025-07-16 | 13F | NovaPoint 资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 诚信联盟有限责任公司 | 22,453 | -47.96 | 7,972 | -47.28 | ||||
2025-08-11 | 13F | 马拉松资产管理有限公司 | 182,670 | -1.22 | 64,854 | 0.07 | ||||
2025-07-10 | 13F | 巴斯储蓄信托公司 | 17,418 | -2.07 | 6,184 | -0.79 | ||||
2025-07-30 | 13F | 皮腾格与安德森公司 | 103,233 | -0.66 | 36,653 | 0.64 | ||||
2025-07-31 | 13F | 卡雷拉资本顾问公司 | 1,556 | -9.85 | 553 | -8.61 | ||||
2025-08-14 | 13F | 舞台港金融有限公司 | 1,090 | -31.58 | 387 | -30.65 | ||||
2025-07-28 | 13F | 汉密尔顿点投资顾问有限公司 | 24,486 | -5.01 | 8,694 | -3.76 | ||||
2025-08-12 | 13F | 阿特拉斯资本顾问有限公司 | 23,700 | -2.87 | 8,415 | -1.60 | ||||
2025-07-30 | 13F | 华莱士咨询集团有限责任公司 | 5,247 | -0.83 | 1,839 | 9.93 | ||||
2025-08-26 | NP | FT Vest 对冲股票收益基金:A3 系列 | 645 | -6.25 | 229 | -4.98 | ||||
2025-07-22 | 13F | 马克斯集团财富管理公司 | 55,664 | -2.26 | 19,764 | -0.98 | ||||
2025-08-07 | 13F/A | 利斯惠勒投资顾问有限公司 | 82,813 | -18.32 | 29,403 | -17.25 | ||||
2025-08-14 | 13F | ICW 投资顾问有限责任公司 | 15,958 | -0.68 | 5,666 | 0.64 | ||||
2025-07-15 | 13F | 松港投资顾问公司 | 3,675 | -0.41 | 1,305 | 0.85 | ||||
2025-08-13 | 13F | 威尔斯金融集团有限责任公司 | 11,019 | -1.91 | 3,912 | -0.64 | ||||
2025-08-12 | 13F | 公共部门养老金投资委员会 | 630,900 | -14.37 | 224,001 | -13.25 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 多经理另类基金 (A) | 36,878 | -3.52 | 13,094 | -2.26 | ||||
2025-07-30 | NP | ROE - Astoria 美国优质王者 ETF | 4,785 | -7.87 | 1,747 | -7.22 | ||||
2025-08-07 | 13F | 西北银行股份公司 | 7,220 | -2.97 | 2,563 | -1.69 | ||||
2025-07-29 | NP | 古根海姆战略机会基金 | 48 | -12.73 | 18 | -10.53 | ||||
2025-08-08 | 13F | 卡尔·谢尔有限公司 | 5,712 | -1.81 | 2,028 | -0.49 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | 2 | -33.33 | 1 | -100.00 | ||||
2025-07-07 | 13F | 国联咨询私人有限公司 | 106,700 | -33.35 | 37,884 | -32.48 | ||||
2025-07-22 | 13F | 谷国家顾问公司 | 788 | -0.13 | 0 | |||||
2025-07-30 | 13F | 帆布财富顾问有限责任公司 | 1,933 | -16.75 | 687 | -10.66 | ||||
2025-08-29 | NP | WEQCX - Teton Westwood C 类股票基金 | 2,810 | -11.33 | 998 | -10.18 | ||||
2025-06-30 | NP | PALC - Pacer Lunt 大盘多因素交流发电机 ETF | 4,360 | -79.38 | 1,506 | -79.16 | ||||
2025-06-27 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 4,322 | -21.42 | 1,493 | -20.54 | ||||
2025-08-07 | 13F | BOK Financial Private Wealth, Inc. 韩国银行金融私人财富有限公司 | 1,253 | -8.87 | 445 | -7.69 | ||||
2025-08-04 | 13F | 财务规划中心有限公司 | 2,033 | -0.97 | 722 | 0.28 | ||||
2025-08-08 | 13F | 凯普斯通财务顾问公司 | 651 | -0.46 | 231 | 0.87 | ||||
2025-08-14 | 13F | 盛德金融有限公司 | 1,144 | -1.12 | 406 | 0.25 | ||||
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 | 12,225 | -12.35 | 4,224 | -11.41 | ||||
2025-06-26 | NP | ALTFX - AB 可持续全球主题基金, INC. A 类 | 92,548 | -36.56 | 31,975 | -35.87 | ||||
2025-06-27 | NP | PWB - Invesco 动态大盘成长 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 96,538 | -9.55 | 33,354 | -8.57 | ||||
2025-07-31 | 13F | 科尼泽资本管理公司 /ks | 70,407 | -2.43 | 24,998 | -1.15 | ||||
2025-08-12 | 13F | 新常春藤资本管理公司 | 3,393 | -5.33 | 1,205 | -4.14 | ||||
2025-07-16 | 13F | 顾问管理集团公司 /adv | 1,424 | -0.07 | 1 | |||||
2025-07-23 | 13F | 摄政资本管理公司\DE | 10,542 | -5.19 | 3,743 | -3.95 | ||||
2025-08-12 | 13F | 坚决财富策略有限责任公司 | 3,182 | -0.47 | 1,130 | 0.80 | ||||
2025-07-17 | 13F | 蒙蒂斯金融有限责任公司 | 1,422 | -2.47 | 505 | -1.18 | ||||
2025-08-14 | 13F | 明治安田生命保险公司 | 19,670 | -74.62 | 6,984 | -74.29 | ||||
2025-07-23 | 13F | 德塔鲁斯顾问有限责任公司 | 3,724 | -2.82 | 1,322 | -1.49 | ||||
2025-07-09 | 13F | 诚实资本有限责任公司 | 3,058 | -2.52 | 1,086 | -1.27 | ||||
2025-07-01 | 13F | 公园国家公司/哦/ | 102,321 | -6.07 | 36,329 | -4.84 | ||||
2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 196 | -8.41 | 72 | -7.79 | ||||
2025-07-15 | 13F | 杰普森财富管理有限公司 | 1,816 | -0.11 | 645 | 1.10 | ||||
2025-07-24 | NP | FSVLX - 消费金融投资组合 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 | 37,610 | -14.97 | 13,735 | -14.39 | ||||
2025-07-25 | 13F | Pathway 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | 埃文森资产管理有限责任公司 | 2,178 | -2.77 | 773 | -1.40 | ||||
2025-07-09 | 13F | 布洛吉特财富顾问有限公司 | 1,835 | -9.83 | 652 | -8.70 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 508,846 | -0.12 | 180,666 | 1.19 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 9,947,862 | -9.40 | 3,531,988 | -8.21 | ||||
2025-04-16 | 13F | 斯坦利拉曼集团有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | FLRG - 富达美国多因素 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 | 11,611 | -1.98 | 4,012 | -0.91 | ||||
2025-07-23 | 13F | Integris 财富管理有限责任公司 | 1,026 | -2.19 | 364 | -0.82 | ||||
2025-07-17 | 13F | 嘉信信托公司 | 2,201 | -45.44 | 781 | -44.73 | ||||
2025-05-08 | 13F | 主权投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 殖民地信托公司 / SC | 30,520 | -3.30 | 10,836 | -2.03 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 聚焦股票基金 II 类 | 25,106 | -4.42 | 8,914 | -3.17 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 6,224 | -18.09 | 2,210 | -17.01 | ||||
2025-08-14 | 13F | 野村控股公司 | 91,329 | -22.76 | 32,426 | -21.75 | ||||
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 | 5,040 | -52.54 | 1,789 | -51.92 | ||||
2025-07-25 | 13F | 下半年金融合作伙伴有限责任公司 | 1,972 | -4.09 | 700 | -2.78 | ||||
2025-08-01 | 13F | KS联合资本管理公司 | 8,370 | -7.47 | 2,972 | -6.28 | ||||
2025-07-10 | 13F | 人民银行/堪萨斯州 | 5,100 | -1.45 | 1,811 | -0.17 | ||||
2025-07-23 | 13F | 蒙特金融集团有限责任公司 | 5,446 | -0.18 | 1,934 | 7.51 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 大盘指数投资组合 A 类 | 67,263 | -0.42 | 23,882 | 0.88 | ||||
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 | 7,079 | -6.97 | 2,513 | -5.74 | ||||
2025-05-14 | 13F | BTG Pactual SA 银行 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 23,375 | -7.97 | 8,299 | -6.76 | ||||
2025-08-12 | 13F | RPG 投资咨询有限责任公司 | 645 | -49.29 | 229 | -48.54 | ||||
2025-08-12 | 13F | 德意志银行\ | 8,859,653 | -7.44 | 3,145,620 | -6.23 | ||||
2025-08-18 | 13F | 新咨询服务有限责任公司 | 3,127 | -26.15 | 1,110 | -25.15 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 129,400 | -41.92 | 45,943 | -41.16 | |||
2025-07-29 | 13F | S-Bank基金管理有限公司 | 45,620 | -14.36 | 16,197 | -13.24 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | 44,494 | -66.55 | 15,798 | -66.12 | ||||
2025-08-06 | 13F | 马可投资管理有限公司 | 1,465 | -0.07 | 520 | 1.36 | ||||
2025-08-05 | 13F | 古尔德资产管理有限公司 /ca/ | 3,363 | -1.26 | 1,194 | 0.08 | ||||
2025-08-25 | NP | 美国互助投资公司 - 综合基金类别 | 7,347 | -3.51 | 2,609 | -2.25 | ||||
2025-08-22 | NP | MSBWX - 美国弹性投资组合 C 级 | 222 | -3.06 | 79 | -2.50 | ||||
2025-05-02 | 13F | 资本 A 财富管理有限责任公司 | 1,305 | -6.18 | 458 | 4.10 | ||||
2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 1,620 | -7.53 | 575 | -6.35 | ||||
2025-08-27 | NP | IWIRX - 吉尼斯阿特金森全球创新者基金 - 投资者类别 | 20,297 | -7.34 | 7,206 | -6.12 | ||||
2025-08-25 | NP | MFS 可变保险信托 - MFS 全球股票系列初始类别 | 4,356 | -1.04 | 1,547 | 0.26 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | 104,843 | -35.27 | 37,225 | -34.42 | ||||
2025-08-14 | 13F | 拉萨尔街投资顾问有限责任公司 | 5,791 | -13.81 | 2 | 0.00 | ||||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 703 | -0.28 | 250 | 0.81 | ||||
2025-04-22 | 13F | Ergawealth 顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 米德兰财富顾问有限公司 | 2,902 | -21.65 | 1,030 | -20.65 | ||||
2025-07-01 | 13F | Legacy Wealth Management,有限责任公司/MS | 20,535 | -12.16 | 7,291 | -11.01 | ||||
2025-08-12 | 13F | 库克财富管理集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | 霍希默财富管理有限公司 | 16,158 | -0.07 | 5,737 | 1.24 | ||||
2025-07-30 | 13F | Onyx Bridge 财富集团有限责任公司 | 6,870 | -5.99 | 2,439 | -4.76 | ||||
2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 2,426,068 | -18.45 | 861,376 | -17.38 | ||||
2025-08-13 | 13F | 美德资本管理有限公司 | 5,585 | -42.31 | 1,983 | -41.45 | ||||
2025-07-08 | 13F | ZRC财富管理有限公司 | 938 | -0.11 | 333 | 1.22 | ||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 888,679 | -7.57 | 315,525 | -6.36 | ||||
2025-07-25 | NP | SNPG - Xtrackers S&P 500 Growth ESG ETF | 1,788 | -13.37 | 653 | -12.83 | ||||
2025-08-07 | 13F | 阿伯信托财富顾问有限公司 | 10,013 | -5.88 | 3,555 | -4.64 | ||||
2025-07-23 | 13F | HMV 财富顾问有限公司 | 3,673 | -14.34 | 1,304 | -13.18 | ||||
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 | 73,360 | -1.52 | 26,046 | -0.23 | ||||
2025-07-16 | 13F | 考克斯资本管理有限责任公司 | 15,444 | -3.65 | 5,483 | -2.39 | ||||
2025-05-30 | NP | PMVIEQS - PIMCO StocksPLUS 全球投资组合机构类别 | 355 | -87.85 | 124 | -86.57 | ||||
2025-08-12 | 13F | 遗产信托公司 | 35,559 | -2.98 | 12,625 | -1.71 | ||||
2025-08-26 | NP | WFIOX - 富国银行指数基金管理员班 | 43,333 | -2.34 | 15,385 | -1.06 | ||||
2025-07-25 | 13F | 优素福资本管理有限公司 | 209,518 | -1.78 | 74,389 | -0.49 | ||||
2025-07-22 | 13F | Gratus 财富顾问有限公司 | 3,181 | -1.73 | 1,129 | -0.44 | ||||
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 | 67,181 | -2.23 | 23,853 | -0.95 | ||||
2025-08-13 | 13F | 纳夫有限公司 | 5,200 | -8.13 | 1,846 | -6.91 | ||||
2025-08-11 | 13F | Actinver 财富管理公司 | 2,680 | -31.81 | 952 | -30.94 | ||||
2025-08-08 | 13F | CFO4Life 集团有限责任公司 | 27,938 | -1.93 | 9,919 | -0.64 | ||||
2025-07-22 | NP | GVIP - 高盛对冲行业 VIP ETF | 18,039 | -8.76 | 6,588 | -8.13 | ||||
2025-06-26 | NP | SPEGX - 阿尔及尔责任投资基金 A 级 | 11,908 | -9.28 | 4,114 | -8.29 | ||||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Call | 49,700 | -31.07 | 17,646 | -30.17 | |||
2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | Put | 133,300 | -37.24 | 47,328 | -36.42 | |||
2025-08-12 | 13F | MAI资本管理 | 359,628 | -7.05 | 127,686 | -5.83 | ||||
2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | Put | 10,000 | -33.33 | 3,550 | -32.46 | |||
2025-06-26 | NP | FAPCX - 富达国际资本增值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 | 72,079 | -7.24 | 24,903 | -6.23 | ||||
2025-08-01 | 13F | 贝西默集团公司 | 3,156,309 | -0.11 | 1,121 | 1.17 | ||||
2025-08-14 | 13F | 保障投资咨询集团有限责任公司 | 3,019 | -15.15 | 1,072 | -14.11 | ||||
2025-08-21 | NP | MXLGX - Great-West 大盘成长基金投资者类别 | 91,818 | -21.42 | 32,600 | -20.39 | ||||
2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 骑士桥资产管理有限公司 | 25,968 | -1.41 | 9,220 | -0.12 | ||||
2025-08-26 | NP | PORIX - Trillium ESG 全球股票基金机构股份 | 57,517 | -2.47 | 20,421 | -1.20 | ||||
2025-07-11 | 13F | 斯宾塞资产管理公司 | 115,623 | -0.42 | 41 | 2.50 | ||||
2025-08-08 | 13F | 萨米特里有限公司 | 183,370 | -21.32 | 65,105 | -20.28 | ||||
2025-08-27 | NP | CIAOX - 资本顾问成长基金投资者类别 | 7,680 | -17.42 | 2,727 | -16.35 | ||||
2025-08-14 | 13F | 曼氏集团 | Put | 69,800 | -37.90 | 24,782 | -37.09 | |||
2025-06-18 | NP | NWJCX - 全国 Ziegler NYSE Arca Tech 100 指数基金 A 类 | 35,145 | -3.47 | 12,143 | -2.43 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -13 | -5 | |||||
2025-08-14 | 13F | 曼氏集团 | Call | 89,900 | -19.52 | 31,919 | -18.46 | |||
2025-08-21 | NP | GESIX - Lazard 全球股票精选投资组合机构股票 | 5,683 | -13.92 | 2,018 | -12.80 | ||||
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 | 42,062 | -8.84 | 15,361 | -8.22 | ||||
2025-04-16 | 13F | 林氏集团有限公司 | 0 | -100.00 | 0 | |||||
2025-05-30 | NP | MML系列投资基金II - MML股票轮换基金II类 | 5,205 | -0.61 | 1,824 | 10.21 | ||||
2025-08-25 | NP | MPGAX - 万通互助理财 A 级纪律成长基金 | 16,670 | -2.78 | 5,919 | -1.50 | ||||
2025-06-26 | NP | JHJIX - John Hancock ESG 大盘核心基金 I 类 | 5,933 | -11.20 | 2,050 | -10.25 | ||||
2025-08-14 | 13F | Evercore财富管理有限责任公司 | 35,516 | -3.48 | 12,610 | -2.23 | ||||
2025-07-11 | 13F | 第一总理银行 | 3,267 | -0.31 | 1 | 0.00 | ||||
2025-07-16 | 13F | 钻石资产管理公司 | 28,065 | -2.93 | 9,964 | -1.66 | ||||
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 | 772,979 | -4.27 | 267,064 | -3.23 | ||||
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 | 425,656 | -2.25 | 155,445 | -1.58 | ||||
2025-06-25 | NP | PEOPX - 纽约梅隆标准普尔 500 指数基金 | 80,597 | -1.40 | 27,846 | -0.34 | ||||
2025-06-26 | NP | SCMGX - 金沙资本全球成长基金机构类别股票 | 146,824 | -22.78 | 50,728 | -21.94 | ||||
2025-05-22 | NP | ROUS - Hartford 多因子美国股票 ETF | 4,670 | -19.84 | 1,637 | -11.14 | ||||
2025-06-27 | NP | RPG - Invesco S&P 500 Pure Growth 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 | 32,425 | -3.97 | 11,203 | -2.93 | ||||
2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 363,896 | -6.23 | 125,704 | -5.96 | ||||
2025-07-29 | NP | JHCPX - 资本增值基金类资产净值 | 56,085 | -41.94 | 20,482 | -41.54 | ||||
2025-07-23 | 13F | 鹰策略有限责任公司 | 2,479 | -9.62 | 880 | -8.43 | ||||
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 | 4,535 | -33.90 | 1,610 | -33.03 | ||||
2025-07-29 | NP | MBCC - Monarch 蓝筹股核心 ETF | 13,142 | -22.05 | 4,799 | -21.51 | ||||
2025-07-23 | 13F | 宾厄姆私人财富有限责任公司 | 4,230 | -6.48 | 1,502 | -5.30 | ||||
2025-06-30 | NP | XYLG - Global X S&P 500 备兑看涨期权和成长 ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,968 | -5.75 | 680 | -4.77 | ||||
2025-08-11 | 13F | 奥德投资管理有限公司 | 1,785 | -1.60 | 634 | -0.31 | ||||
2025-06-27 | NP | HACAX - 港湾资本增值基金机构级 | 1,777,455 | -2.62 | 614,111 | -1.56 | ||||
2025-07-29 | 13F | 阿尔伯特·D·梅森公司 | 707 | -0.56 | 251 | 0.80 | ||||
2025-08-08 | 13F | 艾伯塔省投资管理公司 | 37,500 | -82.16 | 13,314 | -81.93 | ||||
2025-08-01 | 13F | 孟德尔资金管理 | 18,839 | -4.53 | 6,689 | -3.28 | ||||
2025-08-26 | NP | HLEIX - 摩根大通股票指数基金 I 类 | 375,197 | -0.40 | 133,214 | 0.91 | ||||
2025-07-18 | 13F | 百老汇财富解决方案有限公司 | 1,186 | -3.42 | 421 | -2.33 | ||||
2025-08-11 | 13F | 瓦拉塔资本顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 部门财富管理有限责任公司 | 64,831 | -1.52 | 23,018 | -0.23 | ||||
2025-08-13 | 13F | ESL 信托服务有限责任公司 | 240 | -17.53 | 85 | -15.84 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent ESG 指数投资组合 A 类 | 3,188 | -0.38 | 1,132 | 0.89 | ||||
2025-07-24 | NP | FBSOX - IT 服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,158,848 | -8.27 | 423,200 | -7.64 | ||||
2025-07-16 | 13F | 剑桥顾问公司 | 4,116 | -14.80 | 1,461 | -13.65 | ||||
2025-08-27 | NP | Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco Vi 美国特许经营基金系列 I | 64,767 | -1.04 | 22,996 | 0.26 | ||||
2025-07-17 | 13F | 汉密尔顿资本合伙有限公司 | 2,143 | -90.49 | 761 | -90.38 | ||||
2025-04-24 | NP | OALC - OneAscent 大盘核心 ETF | 6,116 | -0.60 | 2,218 | 14.45 | ||||
2025-07-01 | 13F | 汇流投资管理有限公司 | 590 | -8.39 | 209 | -7.11 | ||||
2025-07-25 | NP | MIGFX - 马萨诸塞州投资者成长股票基金 A | 1,373,501 | -19.36 | 501,589 | -18.80 | ||||
2025-08-28 | NP | VSDA - VictoryShares 股息加速器 ETF | 5,141 | -12.91 | 1,825 | -11.75 | ||||
2025-08-11 | 13F | 约翰逊金融集团有限责任公司 | 1,085 | -52.05 | 385 | -51.45 | ||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 64,294 | -2.41 | 22,828 | -1.13 | ||||
2025-07-11 | 13F | 格罗夫银行与信托 | 18,388 | -2.40 | 6,529 | -1.14 | ||||
2025-07-15 | 13F | 世界股权集团有限公司 | 4,505 | -36.16 | 1,599 | -34.57 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 82,242 | -4.03 | 29,200 | -2.77 | ||||
2025-08-05 | 13F | 尼古拉斯公司 | 196,200 | -26.30 | 69,661 | -25.33 | ||||
2025-08-13 | 13F | 第一生命保险株式会社 | 115,028 | -23.14 | 40,841 | -22.13 | ||||
2025-08-04 | 13F | 4J 财富管理有限责任公司 | 1,052 | -2.32 | 374 | -1.06 | ||||
2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 6,115 | -6.31 | 2,171 | -5.07 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 | 22,009 | -23.02 | 7,814 | -22.01 | ||||
2025-07-15 | 13F | 麦卡锡与考克斯 | 783 | -32.85 | 278 | -31.86 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 金融服务基金可变年金 | 807 | -4.95 | 287 | -3.70 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 2,898,338 | -16.57 | 1,018,360 | -14.40 | ||||
2025-08-13 | 13F | 动态财富策略有限责任公司 | 593 | -11.23 | 211 | -10.26 | ||||
2025-08-06 | 13F | 友邦保险集团有限公司 | 209,822 | -0.22 | 74,497 | 1.08 | ||||
2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 1,765,637 | -0.43 | 627 | 0.81 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 道指 2x 策略基金可变年金 | 779 | -11.07 | 277 | -10.10 | ||||
2025-08-07 | 13F | 绞车咨询服务有限责任公司 | 18,670 | -2.07 | 6,629 | -0.79 | ||||
2025-06-26 | NP | RGLGX - 美国基金全球洞察基金 R-6 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 | 412,796 | -9.55 | 142,621 | -8.57 | ||||
2025-07-24 | NP | FIDJX - 富达 SAI 可持续部门基金 | 4,650 | -50.72 | 1,698 | -50.38 | ||||
2025-08-27 | NP | OALGX - 最佳大盘成长基金 A 类 | 86,182 | -30.85 | 30,599 | -29.94 | ||||
2025-07-25 | NP | USAWX - 世界增长基金股票 | 15,531 | -1.55 | 5,672 | -0.87 | ||||
2025-08-07 | 13F | 理查德杨有限公司 | 85,924 | -0.05 | 30,507 | 1.26 | ||||
2025-08-25 | NP | HSTAX - 哈特福德股票 Hls 基金 Ia | 107,834 | -5.30 | 38,286 | -4.05 | ||||
2025-08-06 | 13F | Kcm 投资顾问有限公司 | 154,101 | -1.20 | 54,714 | 0.09 | ||||
2025-08-08 | 13F | 联合储蓄银行 | 864 | -1.03 | 298 | -2.30 | ||||
2025-08-05 | 13F | 韦尔奇与福布斯有限公司 | 732,353 | -0.77 | 260,022 | 0.53 | ||||
2025-08-14 | 13F | 尼亚影响顾问有限公司 | 1,136 | -12.62 | 403 | -11.43 | ||||
2025-08-05 | 13F | 克拉罗顾问有限责任公司 | 6,029 | -38.01 | 2,141 | -37.21 | ||||
2025-07-31 | 13F | 汉隆投资管理有限公司 | 652 | -5.37 | 231 | -4.15 | ||||
2025-04-22 | 13F | Breakthru 咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 施耐德唐斯财富管理顾问有限合伙人 | 2,606 | -5.17 | 925 | -3.95 | ||||
2025-06-27 | NP | TWCIX - 选择基金投资者类别 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 | 71,700 | -47.70 | 24,772 | -47.14 | ||||
2025-07-17 | 13F | RBA 财富管理有限责任公司 | 21,426 | -3.30 | 7,607 | -2.02 | ||||
2025-07-10 | 13F | 贝克天职金融有限公司 | 11,586 | -7.05 | 4,114 | -5.84 | ||||
2025-07-22 | 13F | 威尔纳和海勒有限公司 | 3,739 | -1.19 | 1,327 | 0.08 | ||||
2025-08-13 | 13F | 布伦特维尤投资管理有限公司 | 15,185 | -1.68 | 5,391 | -0.39 | ||||
2025-08-13 | 13F | 曼宁纳皮尔顾问有限公司 | 493,580 | -4.72 | 175,246 | -3.48 | ||||
2025-08-11 | 13F | 展望财富顾问有限责任公司 | 4,439 | -0.52 | 1,576 | 0.83 | ||||
2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 368,467 | -7.19 | 130,824 | -5.97 | ||||
2025-08-05 | 13F | 红木财富管理集团有限责任公司 | 858 | -0.46 | 304 | 1.00 | ||||
2025-07-11 | 13F | 梅里韦瑟财富与规划有限责任公司 | 3,440 | -10.30 | 1,221 | -9.15 | ||||
2025-08-04 | 13F | Bristlecone 顾问有限责任公司 | 22,560 | -5.63 | 8,010 | -4.39 | ||||
2025-07-30 | NP | FILFX - 战略顾问国际基金 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 | 40,325 | -49.71 | 14,726 | -49.36 | ||||
2025-08-27 | NP | SUNAMERICA SERIES TRUST - SA 惠灵顿资本增值投资组合 3 级 | 176,125 | -18.20 | 62,533 | -17.12 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全市值投资组合 A 类 | 3,234 | -56.24 | 1,148 | -28.29 | ||||
2025-06-25 | NP | WRAAX - 威尔明顿全球阿尔法股票基金 A 类股票 | 2,148 | -37.90 | 742 | -37.23 | ||||
2025-08-12 | 13F | 克拉保险企业控股有限公司 | 219,182 | -12.09 | 78 | -11.49 | ||||
2025-07-15 | 13F | 梧桐金融顾问公司 | 14,773 | -1.03 | 5,245 | 0.27 | ||||
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 | 378,328 | -0.81 | 134,325 | 0.49 | ||||
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 | 3,505 | -20.34 | 1,211 | -19.49 | ||||
2025-08-14 | 13F | 墨菲与穆里克资本管理公司 | 995 | -2.45 | 344 | -3.64 | ||||
2025-08-14 | 13F | 都铎投资公司等 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-25 | NP | MNECX - Pro-Blend(R) 延长期限系列 L 级 | 19,604 | -27.70 | 6,773 | -26.91 | ||||
2025-07-30 | 13F | 比奇山顾问公司 | 8,645 | -27.95 | 3,069 | -27.00 | ||||
2025-07-11 | 13F | 韦瑟利资产管理公司 | 53,751 | -0.04 | 19,084 | 1.27 | ||||
2025-07-23 | 13F | Nbt 银行 NA /纽约 | 17,015 | -1.17 | 6,041 | 0.13 | ||||
2025-08-22 | NP | Fidelity Central Investment Portfolios LLC - 富达国际股票中央基金 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 | 108,900 | -1.63 | 38,665 | -0.34 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe Price 设立成长基金 (a) | 794,815 | -2.09 | 282,199 | -0.81 | ||||
2025-07-29 | 13F | 切维蔡斯信托控股公司 | 1,474,513 | -0.13 | 523,526 | 1.18 | ||||
2025-08-13 | 13F | 河景资本顾问有限公司 | 10,494 | -0.81 | 3,726 | 0.49 | ||||
2025-07-21 | 13F | Clarity 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | 资本投资顾问有限公司 | 1,487 | -4.06 | 528 | -2.95 | ||||
2025-07-22 | 13F | 波士顿共同资产管理有限公司 | 93,661 | -6.83 | 33,254 | -5.61 | ||||
2025-07-10 | 13F | 奥利弗·拉戈尔·万万林投资集团 | 1,465 | -4.25 | 514 | 6.21 | ||||
2025-08-13 | 13F | Virtus 投资顾问公司 | 4,133 | -2.71 | 1,467 | -1.41 | ||||
2025-08-28 | NP | SPIN - SPDR SSGA 美国股票溢价收益 ETF | 600 | -11.37 | 213 | -10.13 | ||||
2025-08-13 | 13F | 德布洛集团公司 | 23,327 | -2.08 | 8,282 | -0.79 | ||||
2025-08-28 | NP | AIM 可变保险基金(INVESCO 可变保险基金)- Invesco Oppenheimer VI 全球基金系列 II | 165,776 | -10.98 | 58,859 | -9.81 | ||||
2025-08-08 | 13F | 埃弗里特·哈里斯公司 /ca/ | 14,268 | -3.50 | 5,066 | -2.24 | ||||
2025-08-26 | NP | WTMVX - Segall Bryant & Hamill 全球大型基金 - 零售类 | 2,814 | -7.89 | 999 | -6.64 | ||||
2025-07-09 | 13F | 伯尔金融服务有限责任公司 | 1,195 | -4.40 | 424 | -3.20 | ||||
2025-07-31 | 13F | 格拉斯雅各布森投资顾问有限公司 | 270 | -80.15 | 96 | -77.86 | ||||
2025-08-01 | 13F | 西格内特投资咨询集团有限公司 | 16,515 | -0.57 | 5,864 | 0.72 | ||||
2025-07-23 | 13F | REAP金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 强生怀特财富管理有限责任公司 | 897 | -2.61 | 0 | |||||
2025-08-07 | 13F | 声景财富顾问集团有限责任公司 | 20,899 | -1.32 | 7,420 | -0.03 | ||||
2025-08-06 | 13F | RFG - 布里斯托尔财富顾问有限责任公司 | 9,756 | -13.65 | 3,464 | -12.53 | ||||
2025-08-05 | 13F | 雅各布森与施密特顾问有限公司 | 35,304 | -3.04 | 12,535 | -1.77 | ||||
2025-08-14 | 13F | 莫尼塔集团投资顾问有限公司 | 37,185 | -0.81 | 13,203 | 0.49 | ||||
2025-07-21 | 13F | 111资本 | 0 | -100.00 | 0 | |||||
2025-06-10 | 13F/A | 民兵资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Tandem 财富顾问有限责任公司 | 1,037 | -6.24 | 368 | -4.91 | ||||
2025-08-26 | NP | QGRPX - 瑞银美国优质增长合理价格基金 P 类 | 33,187 | -1.67 | 11,783 | -0.37 | ||||
2025-07-14 | 13F | 克莱顿金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 2,209 | -5.68 | 784 | 5.95 | ||||
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 | 8,255 | -9.36 | 2,931 | -8.18 | ||||
2025-07-24 | NP | USXF - iShares ESG 高级 MSCI 美国 ETF | 97,612 | -11.63 | 35,647 | -11.03 | ||||
2025-08-14 | 13F | 比尔德·哈里斯财富管理有限责任公司 | 305 | -7.01 | 108 | -5.26 | ||||
2025-08-14 | 13F | 认证咨询公司 | 10,889 | -13.28 | 3,866 | -12.16 | ||||
2025-08-12 | 13F | 铭文资本有限责任公司 | 11,647 | -0.52 | 4,135 | 26.57 | ||||
2025-08-11 | 13F | 元素资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-04-30 | 13F | 圆石顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-30 | 13F | 财富咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 汉兹金融服务公司 | 183,276 | -4.71 | 65 | -2.99 | ||||
2025-07-24 | NP | ESGU - iShares ESG MSCI 美国 ETF | 477,811 | -0.68 | 174,492 | 0.00 | ||||
2025-05-12 | 13F | 瑞穗证券美国有限公司 | 137,989 | -15.75 | 48,360 | -6.57 | ||||
2025-08-12 | 13F | 伊萨卡集团有限公司 | 65,748 | -3.36 | 23,344 | -2.10 | ||||
2025-08-13 | 13F | 英国资本市场交易有限责任合伙 | Put | 11,200 | -30.00 | 4 | -40.00 | |||
2025-08-13 | 13F | 稳定点合作伙伴有限责任公司 | 6,820 | -0.99 | 2,421 | 0.33 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 1,612,431 | -19.84 | 570,707 | -18.93 | ||||
2025-08-01 | 13F | 威廉·艾伦有限公司 | 15,768 | -1.21 | 5,598 | 0.09 | ||||
2025-08-12 | 13F | 真实与真实有限责任公司 | 4,002 | -7.40 | 1,421 | -6.21 | ||||
2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 7,110 | -1.96 | 2,524 | -0.67 | ||||
2025-07-07 | 13F | 百夫长财富管理有限责任公司 | 5,746 | -2.89 | 2,040 | 9.09 | ||||
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 | 90,940 | -10.77 | 32,288 | -9.60 | ||||
2025-07-30 | 13F | TFB 顾问有限责任公司 | 4,682 | -2.88 | 1,662 | -1.60 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/mellon 标准普尔 500 指数基金 (a) | 514,303 | -1.20 | 182,603 | 0.09 | ||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 125,450 | -0.77 | 44,541 | 0.53 | ||||
2025-07-24 | NP | BMCIX - 贝莱德机构高股票收益基金 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,324 | -46.43 | 4,135 | -46.06 | ||||
2025-06-30 | NP | NSFEX - Natixis 可持续未来 2025 基金 N 类 | 100 | -9.91 | 35 | -8.11 | ||||
2025-07-14 | 13F | 财务咨询合作伙伴有限公司 | 11,876 | -5.94 | 4,217 | -4.70 | ||||
2025-07-30 | 13F | 海湾国际银行(英国)有限公司 | 88,648 | -10.83 | 31 | -8.82 | ||||
2025-08-14 | 13F | 舍尔投资顾问有限责任公司 | 9,414 | -1.64 | 3,342 | -0.36 | ||||
2025-08-27 | NP | 保诚系列基金 - 股票指数投资组合 I 类 | 291,500 | -0.48 | 103,497 | 0.83 | ||||
2025-08-15 | 13F | FFT财富管理有限公司 | 3,678 | -9.36 | 1,221 | -14.14 | ||||
2025-06-26 | NP | ALARX - 阿尔杰资本增值机构基金I类 | 152,471 | -6.39 | 52,679 | -5.38 | ||||
2025-06-23 | NP | 伊顿万斯税务管理全球多元化股票收益基金 | 111,398 | -17.60 | 38,488 | -16.71 | ||||
2025-08-08 | 13F | Mjp 联营公司 /adv | 6,572 | -1.08 | 2,333 | 0.21 | ||||
2025-08-11 | 13F | 野村资产管理有限公司 | 787,473 | -8.79 | 279,592 | -7.60 | ||||
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 | 19,335 | -21.20 | 6,865 | -20.18 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 1,145 | -2.14 | 406 | -0.98 | ||||
2025-07-31 | 13F | 最佳投资顾问 | 3,561 | -1.47 | 1,264 | -0.16 | ||||
2025-08-06 | 13F | 米德尔顿公司/马 | 75,357 | -4.43 | 26,756 | -3.18 | ||||
2025-08-15 | 13F | 费尔菲尔德布什公司 | 2,351 | -4.66 | 835 | -3.47 | ||||
2025-08-26 | NP | SFAAX - 富国银行指数资产配置基金 A 类 | 25,023 | -4.32 | 8,884 | -3.07 | ||||
2025-08-14 | 13F | 科恩与斯蒂尔斯公司 | 1,400 | -51.72 | 0 | -100.00 | ||||
2025-07-23 | 13F | 第一招商局 | 62,897 | -4.58 | 22,332 | -3.33 | ||||
2025-08-14 | 13F | 阿尔塔洛克合伙公司 | 535,412 | -37.04 | 190,098 | -36.22 | ||||
2025-08-27 | NP | 胜利变额保险基金 II - 胜利先锋基金 VCT 投资组合 II 类 | 10,872 | -15.12 | 3,860 | -14.01 | ||||
2025-08-14 | 13F | 金融网络财富顾问有限责任公司 | 926 | -10.53 | 329 | -9.39 | ||||
2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 30,024 | -5.81 | 10,660 | -4.57 | ||||
2025-08-14 | 13F | 苏黎世保险集团有限公司/FI | 428,381 | -19.17 | 152,097 | -18.11 | ||||
2025-08-13 | 13F | 西切斯特资本顾问公司 | 2,135 | -0.19 | 758 | 1.20 | ||||
2025-08-25 | NP | 美国基金保险系列 - 增长收益基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 445,602 | -10.88 | 158,211 | -9.71 | ||||
2025-07-16 | 13F | 霍华德资本管理集团有限责任公司 | 104,741 | -0.64 | 37,188 | 0.67 | ||||
2025-08-14 | 13F | 卡姆登资本有限责任公司 | 10,365 | -5.92 | 3,680 | -4.69 | ||||
2025-07-31 | 13F | 加拉格尔资本顾问有限公司 | 11,245 | -0.93 | 3,984 | 0.15 | ||||
2025-06-26 | NP | USAAX - 成长基金股票 | 318,119 | -6.32 | 109,910 | -5.30 | ||||
2025-08-06 | 13F | 霍尔马克资本管理公司 | 4,566 | -14.86 | 1,621 | -13.73 | ||||
2025-08-11 | 13F | 洛布罗肯布罗公司 | 39,389 | -0.61 | 13,985 | 0.70 | ||||
2025-05-01 | 13F | 谢克特投资顾问有限公司 | 19,466 | -15.16 | 6,822 | -5.92 | ||||
2025-05-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-10 | 13F | Alecta Pensionsforsakring, 奥姆塞西迪格 | 1,522,600 | -10.52 | 540,112 | -9.40 | ||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 428 | -0.70 | 152 | 0.00 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 503,813 | -2.00 | 178,879 | -0.72 | ||||
2025-07-30 | 13F | Wbh 咨询公司 | 6,447 | -0.28 | 2,289 | 1.06 | ||||
2025-06-27 | NP | CVAAX - Calamos 机会主义价值基金 A 类 | 4,213 | -1.22 | 1,456 | -0.14 | ||||
2025-07-23 | 13F | 独角鲸资本管理公司 | 50,246 | -4.49 | 17,840 | -3.24 | ||||
2025-07-14 | 13F | 雅典卫城投资管理有限公司 | 14,787 | -0.03 | 5,250 | 1.27 | ||||
2025-06-26 | NP | TGCEX - TCW精选股票基金I类 | 82,255 | -2.59 | 28,419 | -1.53 | ||||
2025-07-15 | 13F | BNC 财富管理有限公司 | 6,064 | -0.61 | 2,153 | 0.70 | ||||
2025-07-11 | 13F | 托马斯维尔国家银行 | 112,833 | -2.70 | 40,061 | -1.42 | ||||
2025-08-13 | 13F | HAP 贸易有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-06-18 | NP | NWZLX - 全国卢米斯全盘成长基金 A 类 | 21,888 | -3.15 | 7,562 | -2.10 | ||||
2025-07-11 | 13F | 港湾资本顾问有限公司 | 28,173 | -0.48 | 9,979 | 3.87 | ||||
2025-07-29 | 13F | 史泰布尔福德资本II有限责任公司 | 9,421 | -0.78 | 3,364 | 7.48 | ||||
2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 529 | -76.19 | 188 | -69.34 | ||||
2025-08-14 | 13F | 改善有限责任公司 | 852 | -5.12 | 0 | |||||
2025-03-25 | NP | MFSIX - 麦迪逊可持续股票基金可持续股票基金 I 类 | 388 | -71.32 | 133 | -66.33 | ||||
2025-08-12 | 13F | 恒线顾问公司 | 3,361,979 | -2.42 | 1,193,671 | -1.14 | ||||
2025-07-31 | 13F/A | 森德罗财富管理有限责任公司 | 14,721 | -10.60 | 5,227 | -9.43 | ||||
2025-05-12 | 13F | 加拿大国家银行/fi/ | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-05 | 13F | Lifeworks 顾问有限责任公司 | 3,612 | -6.79 | 1,282 | -5.60 | ||||
2025-07-25 | 13F | 理查森金融服务公司 | 4,307 | -0.51 | 1,531 | 0.92 | ||||
2025-04-17 | 13F | 生动财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-06 | 13F | Fpc 投资咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | 洞察投资有限责任公司 | 1,542 | -89.74 | 547 | -4.20 | ||||
2025-07-31 | 13F | 沙克投资有限公司/哦 | 7,585 | -4.05 | 2,693 | -2.78 | ||||
2025-04-22 | 13F | 科丹特公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 定义财务规划有限责任公司 | 902 | -9.26 | 313 | -9.01 | ||||
2025-08-22 | NP | XAOKX - 指数 500 投资组合初始类别 | 553,367 | -0.48 | 196,473 | 0.82 | ||||
2025-07-18 | 13F | 帕森斯资本管理公司/ri | 40,115 | -17.57 | 14,243 | -16.49 | ||||
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,516 | -38.23 | 3,734 | -37.43 | ||||
2025-08-19 | 13F | MRP 资本投资有限责任公司 | 200 | -60.00 | 71 | -59.43 | ||||
2025-07-25 | NP | MRGAX - MFS 核心股票基金 A | 104,296 | -70.37 | 38,088 | -70.17 | ||||
2025-08-26 | NP | AEPIX - Allspring 管理账户 CoreBuilder 股票系列 EPI CoreBuilder 股票系列 EPI | 179 | -25.73 | 64 | -25.00 | ||||
2025-07-25 | NP | KOKU - Xtrackers MSCI Kokusai 股票 ETF | 16,026 | -0.16 | 5,853 | 0.52 | ||||
2025-08-06 | 13F | 霍克斯顿规划与管理有限责任公司 | 1,851 | -0.54 | 657 | 0.77 | ||||
2025-07-07 | 13F | 艾布尔斯·伊安诺·摩尔联合公司 | 23,996 | -1.26 | 8,520 | 0.02 | ||||
2025-05-16 | 13F | 协调金融服务有限公司/CO | 4,444 | -1.75 | 1,558 | 31.17 | ||||
2025-07-30 | 13F | VCI 财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 韦奇伍德投资公司 /pa/ | 3,425 | -1.67 | 1,216 | -0.33 | ||||
2025-05-09 | 13F | 达美金融集团有限公司 | 7,052 | -8.30 | 2 | 0.00 | ||||
2025-07-31 | 13F | FSM 财富顾问有限责任公司 | 10,379 | -4.13 | 3,701 | -2.45 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Schroders VCP 全球配置投资组合 3 级 | 6,074 | -5.86 | 2,099 | -4.85 | ||||
2025-08-28 | NP | ARIGX - 亚里士多德成长股票基金 I 类 | 25,565 | -21.86 | 9,077 | -20.84 | ||||
2025-08-05 | 13F | 关键金融公司 | 1,918 | -1.89 | 681 | -0.73 | ||||
2025-08-11 | 13F | AXS 投资有限责任公司 | 12,505 | -23.18 | 4,440 | -22.19 | ||||
2025-06-26 | NP | FSUVX - 富达 SAI 美国低波动指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,138,464 | -19.80 | 393,339 | -18.93 | ||||
2025-07-10 | 13F | 资本咨询集团咨询服务有限责任公司 | 1,605 | -0.37 | 570 | 0.89 | ||||
2025-03-25 | NP | DTMGX - 纽约梅隆银行税务管理增长基金 A 类 | 18,770 | -15.87 | 6,416 | -0.79 | ||||
2025-08-27 | NP | 保诚系列基金 - 保守平衡投资组合 I 类 | 44,300 | -3.90 | 15,729 | -2.65 | ||||
2025-08-14 | 13F | 福帆资本有限责任公司 | 13,359 | -3.41 | 4,743 | -2.15 | ||||
2025-07-21 | 13F | 克鲁斯银行及信托公司 | 21,087 | -0.74 | 7,487 | 0.55 | ||||
2025-07-22 | 13F | 灯塔财务咨询有限责任公司 | 8,265 | -0.63 | 2,935 | 0.69 | ||||
2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 2,463,570 | -3.46 | 875 | -2.24 | ||||
2025-07-28 | 13F | 彭定康公司/TN | 104,704 | -1.55 | 37,175 | -0.26 | ||||
2025-04-15 | 13F | 杏财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 西特投资联营公司 | 75,401 | -0.48 | 27 | 0.00 | ||||
2025-06-11 | NP | SGGAX - DWS 大盘焦点成长基金 A 类 | 42,273 | -0.53 | 14,605 | 0.54 | ||||
2025-08-13 | 13F | 进化树资本管理有限公司 | 5,343 | -11.72 | 1,897 | -10.52 | ||||
2025-07-16 | 13F | 克劳利财富管理有限公司 | 3,994 | -5.09 | 1,418 | -3.80 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Legg Mason 适度配置投资组合 IB 级 | 2,269 | -2.91 | 806 | -1.71 | ||||
2025-08-04 | 13F | UNIVEST金融公司 | 65,311 | -12.01 | 23,189 | -10.86 | ||||
2025-08-29 | NP | JAWWX - Janus Henderson 全球研究基金 T 级 | 181,175 | -0.61 | 64,326 | 0.69 | ||||
2025-08-12 | 13F | 斯奈德资本管理公司 | 130,917 | -19.84 | 46,482 | -18.79 | ||||
2025-04-17 | 13F | 人生规划合作伙伴公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 王财富 | 74,303 | -0.01 | 26 | 0.00 | ||||
2025-08-12 | 13F | 战略顾问有限责任公司 | 32,595 | -6.28 | 11,573 | -5.05 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 3,872 | -3.39 | 1,338 | -2.34 | ||||
2025-05-12 | 13F | 槐木资本顾问有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-12 | 13F | 上升财富合作伙伴有限责任公司 | 27,095 | -1.04 | 9,620 | 0.26 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 770,484 | -5.47 | 274 | -4.21 | ||||
2025-07-23 | NP | THPGX - 汤普森大型股基金 | 10,935 | -17.66 | 3,993 | -17.09 | ||||
2025-08-08 | 13F | 贝拉德公司 | 161,755 | -1.44 | 57,431 | -0.15 | ||||
2025-06-27 | NP | HCMT - Direxion HCM 战术增强型美国 ETF | 10,375 | -18.42 | 3,585 | -17.55 | ||||
2025-08-18 | NP | 太平洋精选基金 - 成长投资组合 I 类 | 81,982 | -19.27 | 29,108 | -18.22 | ||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 11,910 | -6.97 | 4,228 | -5.75 | ||||
2025-08-14 | 13F | 完整投资管理公司 | 2,600 | -55.17 | 923 | -54.58 | ||||
2025-08-14 | 13F | 索罗斯资本管理公司 | 12,345 | -46.02 | 4,383 | -45.32 | ||||
2025-05-14 | 13F | 哈伯特基金顾问公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-01 | 13F | 港口投资咨询有限公司 | 39,234 | -1.32 | 13,930 | -0.02 | ||||
2025-08-06 | 13F | 嘉实投资组合集团公司 | 55,609 | -0.09 | 19,744 | 1.22 | ||||
2025-07-29 | 13F | TFC财务管理 | 1,510 | -0.20 | 536 | 1.13 | ||||
2025-07-28 | NP | RWL - Invesco S&P 500 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 33,009 | -2.14 | 12,055 | -1.47 | ||||
2025-06-26 | NP | MWEFX - MFS 全球股票基金 A | 213,496 | -6.85 | 73,763 | -5.85 | ||||
2025-08-04 | 13F | IFG 咨询有限责任公司 | 4,155 | -11.20 | 1,475 | -10.01 | ||||
2025-08-07 | 13F | 麦克拉伦财务顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | Voya 全球股票股息及溢价机会基金 | 7,983 | -5.16 | 2,915 | -4.49 | ||||
2025-08-26 | NP | WSEFX - 华登股票基金 | 28,275 | -6.68 | 10,039 | -5.45 | ||||
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 | 5,024 | -13.41 | 1,736 | -12.51 | ||||
2025-08-07 | 13F | 唐纳森资本管理有限公司 | 36,645 | -4.92 | 13,011 | -3.67 | ||||
2025-07-23 | 13F | 元素财富有限责任公司 | 1,689 | -2.99 | 600 | -1.80 | ||||
2025-08-14 | 13F | FIL有限公司 | 1,465,015 | -19.19 | 520,154 | -18.13 | ||||
2025-08-14 | 13F | FJ资本管理有限公司 | 1,806 | -38.82 | 641 | -38.01 | ||||
2025-08-07 | 13F | Gs 投资公司 | 22,414 | -1.06 | 7,958 | 0.24 | ||||
2025-06-26 | NP | MSTSX - 晨星无约束分配基金 | 8,545 | -15.08 | 2,952 | -14.16 | ||||
2025-07-15 | 13F | 席茨·史密斯财富管理 | 55,704 | -0.23 | 19,778 | 1.07 | ||||
2025-08-26 | NP | JEPI - 摩根大通股票溢价收入 ETF | 1,862,879 | -1.55 | 661,415 | -0.26 | ||||
2025-05-15 | 13F | 无题投资有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | PWLBX - PIMCO RAE Worldwide 多头/空头 PLUS 基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | RGRYX - Victory RS成长基金Y类 | 34,757 | -1.92 | 12,340 | -0.64 | ||||
2025-07-29 | 13F | Huntleigh Advisors, Inc. | 14,682 | -1.09 | 5,213 | 0.19 | ||||
2025-07-22 | 13F | 焦耳金融有限责任公司 | 773 | -3.25 | 274 | -2.14 | ||||
2025-07-29 | 13F | 巴登资本管理公司 | 6,876 | -3.93 | 2,441 | -2.67 | ||||
2025-08-06 | 13F | 理查德·伯恩斯坦顾问有限责任公司 | 8,867 | -10.56 | 3,148 | -9.38 | ||||
2025-07-14 | 13F | 沙夫投资有限公司 | 474,828 | -4.38 | 168,593 | -3.13 | ||||
2025-07-09 | 13F | 外汇银行 | 1,528 | -4.92 | 543 | -3.73 | ||||
2025-08-22 | NP | MSDKX - 国际弹性投资组合 I 类 | 188 | -9.62 | 67 | -8.33 | ||||
2025-08-04 | 13F | 米尔资本管理有限责任公司 | 196,883 | -2.66 | 69,903 | -1.39 | ||||
2025-08-13 | 13F | Aspire Growth Partners有限责任公司 | 3,668 | -2.03 | 1,302 | -0.53 | ||||
2025-07-16 | 13F | 佩里贡财富管理有限责任公司 | 125,375 | -0.26 | 44,514 | 1.04 | ||||
2025-08-06 | 13F | 基石投资伙伴有限责任公司 | 269,045 | -1.06 | 95,524 | 0.24 | ||||
2025-08-07 | 13F | 帕利塞德资产管理有限责任公司 | 44,996 | -0.61 | 15,976 | 0.69 | ||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 795,468 | -6.68 | 282,431 | -5.46 | ||||
2025-08-12 | 13F | 支点资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-25 | 13F | 谷溪资本集团有限公司 | 7,098 | -0.99 | 2,520 | 0.32 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 大盘指数投资组合 1 级 | 111,175 | -0.03 | 38,411 | 1.05 | ||||
2025-07-30 | 13F | 泰拉阿尔法投资有限责任公司 | 14,656 | -0.79 | 5,204 | 0.50 | ||||
2025-07-22 | 13F | IVC 财富顾问有限责任公司 | 5,246 | -0.10 | 1,862 | 1.20 | ||||
2025-07-30 | 13F | 亚历克西斯投资合伙公司 | 4,371 | -1.93 | 1,531 | -0.52 | ||||
2025-07-24 | NP | HNDDX - Horizon 主动股息基金投资者类别 | 4,490 | -0.73 | 1,640 | -0.06 | ||||
2025-08-13 | 13F | 蓝鲸资本 | 108,534 | -21.41 | 38,535 | -20.38 | ||||
2025-08-27 | NP | WVALX - 价值基金 - 投资者类别 | 125,000 | -13.79 | 44,381 | -12.66 | ||||
2025-08-14 | 13F | 顺序规划有限责任公司 | 3,121 | -1.61 | 1,108 | -0.27 | ||||
2025-07-31 | 13F | 港口投资管理有限公司 | 6,253 | -1.73 | 2,220 | -0.40 | ||||
2025-08-28 | NP | BEQGX - 股票成长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 43,545 | -54.52 | 15,461 | -53.93 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 21,500 | -53.36 | 7,634 | -52.75 | |||
2025-08-07 | 13F | 恩瓦姆有限公司 | 8,643 | -8.25 | 3,033 | -8.12 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | Put | 11,800 | -51.04 | 4,190 | -50.40 | |||
2025-08-19 | NP | RIFAX - 美国战略股票基金 | 7,581 | -12.68 | 2,692 | -11.54 | ||||
2025-08-18 | 13F | Onefund有限责任公司 | 4,469 | -0.97 | 2 | -99.94 | ||||
2025-08-06 | 13F | 帕纳塞斯投资公司/ca | 266,080 | -1.81 | 94,472 | -0.52 | ||||
2025-07-28 | 13F | 双树管理有限公司 | 3,980 | -72.27 | 1,413 | -71.90 | ||||
2025-07-24 | 13F | 鲍德温兄弟公司/马 | 123,989 | -1.64 | 44,022 | -0.36 | ||||
2025-07-23 | 13F | 兰辛街顾问公司 | 751 | -0.53 | 267 | 0.76 | ||||
2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 20,811 | -3.88 | 7,389 | -2.61 | ||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 774,901 | -1.60 | 275,129 | -0.31 | ||||
2025-08-14 | 13F | Corient IA LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 温德尔大卫联合公司 | 19,657 | -0.38 | 7 | 0.00 | ||||
2025-07-08 | 13F | 下一级私人有限责任公司 | 3,289 | -0.90 | 1,168 | 0.34 | ||||
2025-07-18 | 13F | 三部曲资本公司 | 3,117 | -1.20 | 1,107 | 0.09 | ||||
2025-08-12 | 13F | 左脑财富管理有限责任公司 | 15,171 | -0.21 | 5,386 | 1.09 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 3,552,784 | -3.65 | 1,261,470 | -2.39 | ||||
2025-07-24 | 13F | 巴斯金金融服务公司 | 173,417 | -0.89 | 62 | 0.00 | ||||
2025-05-15 | 13F | SIH 合伙人有限责任合伙公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 白松资本有限公司 | 15,042 | -0.53 | 5,341 | 0.77 | ||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 26,870 | -11.57 | 9,540 | -10.41 | ||||
2025-08-14 | 13F | 帝国人寿投资公司 | 111,064 | -4.69 | 39,433 | -3.45 | ||||
2025-05-28 | NP | 规则 - 自适应核心 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | AA 财务顾问有限责任公司 | 4,098 | -16.93 | 1,455 | -15.86 | ||||
2025-06-25 | NP | EFCAX - Emerald Insights 基金 A 类 | 703 | -14.79 | 243 | -13.88 | ||||
2025-05-14 | 13F | 遗产财富合作伙伴有限责任公司 | 791 | -17.86 | 277 | -8.88 | ||||
2025-03-19 | NP | NWFAX - 全国基金A类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-30 | 13F | 吉纳斯资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | Bls Capital Fondsmaeglerselskab A/s | 435,372 | -2.03 | 154,579 | -0.74 | ||||
2025-03-13 | 13F | PKO投资管理股份公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 桃树投资伙伴有限责任公司 | 49,717 | -0.39 | 17,652 | 0.91 | ||||
2025-08-28 | NP | SSPIX - SIMT S&P 500 指数基金 F 类 | 32,639 | -1.54 | 11,588 | -0.25 | ||||
2025-06-25 | NP | WWLAX - Westwood 质量价值基金 A 类股票 | 13,465 | -10.81 | 4,652 | -9.84 | ||||
2025-08-08 | 13F | 柏灵财富合伙有限公司 | 9,879 | -15.03 | 3,508 | -13.92 | ||||
2025-05-16 | 13F | TAM资本管理公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | 惠特克-迈尔斯财富管理有限公司 | 628 | -24.79 | 223 | -23.63 | ||||
2025-08-20 | 13F | 前沿财富合作伙伴有限责任公司 | 1,591 | -1.61 | 503 | -11.31 | ||||
2025-08-14 | 13F | Ruggaard & Associates 有限责任公司 | 1,818 | -0.93 | 646 | 0.31 | ||||
2025-08-13 | 13F | 阿蒙迪 | 6,506,452 | -25.34 | 2,304,715 | -22.13 | ||||
2025-08-12 | 13F | 锻造第一资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | SSUSX - 道富美国股票 VIS 基金 1 类股票 | 1,012 | -10.28 | 359 | -9.11 | ||||
2025-08-12 | 13F | FourThought 金融合作伙伴有限责任公司 | 59,954 | -1.49 | 21,287 | -0.20 | ||||
2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 14,732 | -10.54 | 5,231 | -9.37 | ||||
2025-08-01 | 13F | 博伊德沃特森资产管理有限公司/哦 | 14,762 | -0.17 | 5,241 | 1.14 | ||||
2025-07-02 | 13F | 马洛塔资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 金斯维尤财富管理有限公司 | 56,082 | -6.92 | 19,912 | -5.70 | ||||
2025-08-06 | 13F | 科技银行/pa | 761 | -2.19 | 270 | -0.74 | ||||
2025-07-23 | 13F | 查特信托公司 | 10,868 | -2.27 | 3,859 | -1.00 | ||||
2025-08-18 | 13F | 太平洋金融服务中心 | 5,047 | -2.51 | 1,792 | -1.21 | ||||
2025-08-14 | 13F | 索罗班资本合伙公司 | 1,389,004 | -6.97 | 493,166 | -5.75 | ||||
2025-07-28 | 13F | 布里奇斯投资管理公司 | 420,172 | -1.78 | 149,182 | -0.49 | ||||
2025-08-15 | 13F | 布朗财务顾问 | 7,130 | -2.07 | 2,532 | -0.78 | ||||
2025-07-14 | 13F | 麦格隆·萨特纳财富管理公司 | 1,294 | -2.71 | 460 | -1.50 | ||||
2025-08-05 | 13F | 跨大西洋私人财富有限公司 | 2,858 | -8.78 | 1,015 | -7.57 | ||||
2025-08-13 | 13F | Whalerock Point 合伙人有限公司 | 52,038 | -0.07 | 18,476 | 1.24 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 8,310,123 | -1.90 | 2,950,224 | -0.61 | ||||
2025-05-15 | 13F | 弗里斯通格罗夫合伙公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Readystate资产管理有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 733,670 | -1.89 | 260,490 | -0.61 | ||||
2025-07-25 | 13F | 吉布森资本有限责任公司 | 1,328 | -18.02 | 472 | -16.93 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 28,112 | -2.60 | 9,981 | -1.32 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe价格价值基金(a) | 64,552 | -38.34 | 22,919 | -37.53 | ||||
2025-07-17 | 13F | 景顺有限公司 | 15,789 | -6.41 | 5,606 | -5.19 | ||||
2025-08-05 | 13F | 西格玛规划公司 | 38,069 | -3.48 | 13,516 | -2.21 | ||||
2025-06-26 | NP | FCPI - 富达通胀股票 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 | 7,307 | -7.74 | 2,525 | -6.76 | ||||
2025-05-12 | 13F | Aveo 资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 签名房地产与投资顾问有限公司 | 3,975 | -10.27 | 1,411 | -9.09 | ||||
2025-05-15 | 13F | Kodai资本管理有限责任公司 | 123,032 | -18.88 | 43,118 | -10.05 | ||||
2025-08-14 | 13F | 魁北克储蓄银行 | 489,693 | -52.94 | 173,865 | -52.33 | ||||
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 | 100,336 | -8.25 | 36,642 | -7.62 | ||||
2025-08-13 | 13F | 福拉资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-02 | 13F | SR 席尔建筑事务所 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 工作室投资管理有限公司 | 1,819 | -2.36 | 646 | -1.07 | ||||
2025-08-25 | NP | MFS 可变保险信托 II - MFS 全球增长投资组合初始类别 | 5,004 | -2.11 | 1,777 | -0.84 | ||||
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 | 1,098,993 | -4.14 | 390,197 | -2.89 | ||||
2025-08-11 | 13F | Cordatus 财富管理有限责任公司 | 11,840 | -0.40 | 4 | 0.00 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 11,827 | -2.02 | 4,199 | -0.73 | ||||
2025-08-14 | 13F | 道格拉斯·温思罗普顾问有限责任公司 | 45,763 | -2.12 | 16,248 | -0.84 | ||||
2025-07-15 | 13F | 赫布斯特集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank,美因河畔法兰克福 | 587,706 | -83.04 | 208,662 | -82.82 | ||||
2025-08-04 | 13F | 小屋街顾问有限责任公司 | 17,899 | -3.36 | 6,355 | -2.10 | ||||
2025-08-06 | 13F | 石桥财务规划集团有限责任公司 | 8,410 | -5.27 | 2,986 | -4.02 | ||||
2025-08-07 | 13F | Apeiron RIA 有限责任公司 | 1,974 | -7.45 | 701 | -6.29 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:A2 系列 | 1,552 | -8.27 | 551 | -6.93 | ||||
2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 367 | -13.24 | 127 | -12.50 | ||||
2025-07-15 | 13F | StoneCrest 财富管理公司 | 1,347 | -2.11 | 478 | -0.83 | ||||
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 | 424,937 | -38.28 | 150,874 | -37.47 | ||||
2025-08-01 | 13F | Cobblestone Capital Advisors Llc /纽约/ | 105,202 | -8.29 | 37,352 | -7.08 | ||||
2025-08-07 | 13F | 阿米卡退休医疗信托基金 | 4,185 | -6.25 | 1 | 0.00 | ||||
2025-08-26 | NP | 纽约梅隆银行可变投资基金 - 增值投资组合 - 初始股份 | 19,370 | -15.30 | 6,877 | -14.20 | ||||
2025-07-28 | 13F | 创始人 Grove Wealth Partners, Llc | 2,937 | -10.29 | 1,043 | -9.15 | ||||
2025-07-24 | NP | BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. - BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 208,012 | -7.96 | 75,964 | -7.33 | ||||
2025-08-11 | 13F | Invenio 财富合作伙伴有限公司 | 2,334 | -7.34 | 829 | -6.12 | ||||
2025-07-31 | 13F | 西密歇根顾问有限公司 | 2,627 | -1.46 | 933 | -0.21 | ||||
2025-07-17 | 13F | 圣路易斯财富顾问有限责任公司 | 9,855 | -15.98 | 3 | -25.00 | ||||
2025-08-11 | 13F | FineMark 国家银行和信托银行 | 51,956 | -1.84 | 18,447 | -0.56 | ||||
2025-08-18 | 13F | 前排顾问有限责任公司 | 13,432 | -7.25 | 4,769 | -6.03 | ||||
2025-08-28 | NP | ALVOX - 阿尔杰资本增值投资组合 S 级 | 20,054 | -42.33 | 7,120 | -41.57 | ||||
2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 2,920 | -3.98 | 1,037 | -2.81 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - S&P 500® 指数投资组合 | 38,289 | -4.49 | 13,595 | -3.24 | ||||
2025-08-28 | NP | WBIL - WBI BullBear Quality 3000 ETF | 1,122 | -75.08 | 398 | -72.01 | ||||
2025-08-01 | 13F | 私人财富合作伙伴有限责任公司 | 148,479 | -6.71 | 52,718 | -5.49 | ||||
2025-08-26 | NP | NSRKX - 北方全球可持续发展指数基金 K 类 | 85,597 | -5.60 | 30,391 | -4.36 | ||||
2025-08-14 | 13F | 一河资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-06 | 13F | 热那亚资本资产管理有限公司 | 0 | -100.00 | 0 | |||||
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 | 2,837 | -17.65 | 980 | -16.74 | ||||
2025-08-29 | NP | JRSAX - Janus Henderson 美国管理波动性基金 A 类 | 23,095 | -21.80 | 8,200 | 0.97 | ||||
2025-06-30 | NP | GLBL - Pacer MSCI 世界行业优势 ETF | 45 | -2.17 | 16 | 0.00 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 蓝筹成长基金初始级 | 43,881 | -4.14 | 15,580 | -2.89 | ||||
2025-07-11 | 13F | 资本优势公司 | 3,358 | -1.06 | 1,192 | 11.19 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - BlackRock Advantage 大盘核心投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,555 | -82.96 | 552 | -82.73 | ||||
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 | 392,292 | -0.85 | 139,283 | 0.45 | ||||
2025-08-28 | NP | BlackRock Series Fund, Inc. - 贝莱德全球配置投资组合 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 381 | -37.44 | 135 | -36.62 | ||||
2025-07-08 | 13F | 帕里西格雷财富管理 | 4,030 | -0.86 | 1,431 | 0.42 | ||||
2025-07-24 | NP | SUPAX - DWS 多元资产增长配置基金 A 类 | 2,480 | -3.88 | 906 | -3.21 | ||||
2025-08-26 | NP | FT Vest 总回报收益基金:A3 系列 | 1,021 | -7.52 | 363 | -6.22 | ||||
2025-08-29 | NP | DIAMX - 钻石山多空基金 A 级 | 74,077 | -7.06 | 26,301 | -5.84 | ||||
2025-08-14 | 13F | 氦顾问有限责任公司 | 8,227 | -0.40 | 2,921 | 0.93 | ||||
2025-08-01 | 13F | 吉尼斯资产管理有限公司 | 145,662 | -2.01 | 51,705 | -0.72 | ||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 120,806 | -3.19 | 42,892 | -1.92 | ||||
2025-07-30 | 13F | 阿拉波卡斯投资伙伴公司 | 39,361 | -7.10 | 13,975 | -5.88 | ||||
2025-08-11 | 13F | PFG 私人财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | MUEAX - MFS 混合研究核心股票基金 A | 97,330 | -1.47 | 34,557 | -0.17 | ||||
2025-06-18 | NP | GRMAX - 全国标准普尔 500 指数基金 A 类 | 54,324 | -1.04 | 18,769 | 0.03 | ||||
2025-07-14 | 13F | 纳鲁斯金融合作伙伴有限责任公司 | 1,709 | -4.42 | 607 | -3.19 | ||||
2025-07-22 | 13F | 克拉瑞斯集团有限责任公司 | 17,738 | -0.77 | 6,298 | 0.53 | ||||
2025-08-04 | 13F | BLB&B 顾问有限公司 | 62,040 | -1.20 | 22,027 | 0.09 | ||||
2025-08-27 | NP | PJGRX - PGIM JENNISON 成长基金 R 级 | 467,022 | -5.08 | 165,816 | -3.84 | ||||
2025-07-29 | NP | SVSPX - 道富标准普尔 500 指数基金 N 类 | 51,363 | -1.72 | 18,757 | -1.05 | ||||
2025-08-27 | NP | PVFYX - 胜利先锋核心股票基金Y类 | 33,840 | -70.61 | 12,015 | -70.23 | ||||
2025-08-14 | 13F | 屏障资本管理有限责任公司 | 41,718 | -2.22 | 14,812 | -0.94 | ||||
2025-08-14 | 13F | 第一联邦金融公司 /pa/ | 4,343 | -0.48 | 1,542 | 0.78 | ||||
2025-08-27 | NP | RYDEX 可变信托 - Nova 基金可变年金 | 863 | -8.58 | 306 | -7.27 | ||||
2025-07-18 | 13F | 韦策尔投资顾问公司 | 858 | -8.92 | 305 | -7.88 | ||||
2025-07-16 | 13F | 真北顾问有限责任公司 | 15,124 | -6.52 | 5,370 | -5.29 | ||||
2025-08-05 | 13F | Tiaa 信托、全国协会 | 193,628 | -1.67 | 68,747 | -0.38 | ||||
2025-08-12 | 13F | 安普夸银行 | 9,757 | -1.16 | 3,459 | 0.00 | ||||
2025-08-13 | 13F | 洛伊特霍尔德集团有限公司 | 20,066 | -9.05 | 7,124 | -7.85 | ||||
2025-06-24 | NP | ESG - FlexShares STOXX 美国 ESG 影响指数基金 | 3,264 | -65.84 | 1,128 | -65.48 | ||||
2025-07-09 | 13F | 基石财富服务有限责任公司 | 3,835 | -8.58 | 1,362 | -7.41 | ||||
2025-07-31 | 13F | 顶峰财富管理集团有限公司 | 4,259 | -1.59 | 1,512 | -0.26 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘成长基金 3 级 | 258,472 | -1.00 | 91,770 | 0.30 | ||||
2025-07-09 | 13F | 西维亚资本合伙人有限责任公司 | 3,747 | -5.24 | 1,330 | -3.97 | ||||
2025-08-05 | 13F | Firetrail投资有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | VADCX - Invesco 等权重标普 500 基金 C 类 | 38,241 | -14.45 | 13,965 | -13.86 | ||||
2025-08-12 | 13F | one8zero8有限责任公司 | 4,605 | -8.21 | 1,635 | -7.00 | ||||
2025-07-28 | 13F | 赛普拉斯财富服务有限责任公司 | 3,409 | -0.47 | 1,211 | 0.83 | ||||
2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 92 | -39.87 | 33 | -39.62 | ||||
2025-07-18 | 13F | Union Bancaire Privee, UBP SA | 525,630 | -17.68 | 182,258 | -14.11 | ||||
2025-08-01 | 13F | Pavion Blue 资本有限责任公司 | 7,178 | -0.10 | 2,549 | 1.19 | ||||
2025-08-22 | NP | Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - 大盘指数基金 3 类 | 73,965 | -2.88 | 26,261 | -1.60 | ||||
2025-08-08 | 13F | M&G 有限公司 | 629,116 | -2.45 | 223,336 | -1.05 | ||||
2025-08-11 | 13F | 玛维斯塔投资合伙公司 | 113,432 | -30.13 | 40,274 | -29.22 | ||||
2025-08-13 | 13F | BCJ 资本管理有限公司 | 5,863 | -0.96 | 2,082 | 0.34 | ||||
2025-08-15 | NP | MTCGX - M 大盘成长基金 | 5,952 | -76.84 | 2,113 | -76.54 | ||||
2025-07-22 | 13F | 高地资本管理有限公司 | 68,474 | -0.74 | 24,312 | 0.55 | ||||
2025-08-11 | 13F | 卡尔伯森 AN & Co 公司 | 21,099 | -1.36 | 7,491 | -0.05 | ||||
2025-07-30 | 13F | Eqis资本管理公司 | 7,883 | -1.38 | 2,799 | -0.11 | ||||
2025-08-01 | 13F | 吉尼斯阿特金森资产管理公司 | 20,297 | -7.34 | 7,206 | -6.12 | ||||
2025-06-27 | NP | Calamos ETF 信托 - Calamos Antetokounmpo 全球可持续股票 ETF | 690 | -12.55 | 238 | -11.52 | ||||
2025-08-14 | 13F | 南街顾问有限责任公司 | 61,135 | -1.97 | 21,706 | -0.69 | ||||
2025-08-08 | 13F | 史密斯菲尔德信托公司 | 14,365 | -0.55 | 5 | 0.00 | ||||
2025-08-26 | NP | FTCS - First Trust Capital Strength ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 485,134 | -8.57 | 172,247 | -7.37 | ||||
2025-08-12 | 13F | 特拉诺瓦资产管理有限责任公司 | 7,995 | -0.49 | 2,838 | 0.82 | ||||
2025-08-15 | 13F | 查普曼金融集团有限公司 | 3,181 | -52.22 | 1,129 | -48.68 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 3,605,699 | -17.53 | 1,280 | -16.45 | ||||
2025-04-14 | 13F | 瑞奥斯资本工程公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | ACAAX - 阿尔杰资本增值基金A级 | 139,074 | -5.47 | 48,050 | -4.44 | ||||
2025-08-14 | 13F | NCM资本管理有限责任公司 | 649 | -1.07 | 230 | 0.44 | ||||
2025-08-26 | NP | TRBCX - T. Rowe Price 蓝筹成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,785,883 | -2.93 | 2,054,278 | -1.66 | ||||
2025-08-14 | 13F | 特扎资本管理有限责任公司 | 3,680 | -2.90 | 1,307 | -1.66 | ||||
2025-07-29 | NP | MPBLX - 纽约梅隆银行资产配置基金 M 类股票 | 6,310 | -0.09 | 2,304 | 0.61 | ||||
2025-08-12 | 13F | 基石资本公司 | 129,721 | -4.45 | 46,057 | -3.20 | ||||
2025-08-28 | NP | SSSPX - 道富标准普尔 500 指数 VIS 基金 1 类股票 | 6,364 | -3.55 | 2,260 | -2.29 | ||||
2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 31,252 | -4.73 | 10,798 | -3.70 | ||||
2025-07-24 | 13F | GFG 资本有限责任公司 | 26,922 | -19.67 | 9,559 | -18.62 | ||||
2025-08-26 | NP | LCORX - Leuthold 核心投资基金零售类 | 12,601 | -1.28 | 4,474 | 0.00 | ||||
2025-08-21 | NP | SUSLX - Lazard 美国可持续股票投资组合公开股票 | 1,326 | -1.70 | 471 | -0.42 | ||||
2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 2,092 | -9.67 | 743 | -8.51 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -1,475 | 1,070.63 | -524 | 1,088.64 | |||
2025-06-17 | NP | GSBIX - 高盛机构收益建设基金 | 19,918 | -38.08 | 6,882 | -37.42 | ||||
2025-06-26 | NP | 贝莱德基金 II - 贝莱德动态高收入投资组合投资者 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 | 379 | -70.55 | 131 | -70.39 | ||||
2025-07-23 | 13F | 鹰岩投资公司 | 39,338 | -2.00 | 13,967 | -0.71 | ||||
2025-07-31 | 13F | 卡博特财富管理公司 | 51,178 | -1.80 | 18,171 | -0.51 | ||||
2025-07-18 | 13F | 维克斯资本 | 1,012 | -1.08 | 359 | 0.28 | ||||
2025-07-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘核心基金投资者 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 | 71,564 | -29.65 | 26,134 | -29.17 | ||||
2025-08-14 | 13F | Ariadne财富管理有限公司 | 4,962 | -2.76 | 1,703 | -5.39 | ||||
2025-08-07 | 13F | 私人咨询集团有限责任公司 | 3,618 | -3.31 | 1,285 | -2.06 | ||||
2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,632,459 | -9.24 | 596,158 | -8.62 | ||||
2025-07-30 | 13F | 太平洋太阳金融公司 | 1,121 | -0.88 | 398 | 0.51 | ||||
2025-08-26 | NP | SEEGX - 摩根大通大盘成长基金 I 类 | 5,476,596 | -29.91 | 1,944,465 | -28.99 | ||||
2025-08-14 | 13F | 阿雷特财富顾问有限责任公司 | 20,533 | -3.66 | 7 | 0.00 | ||||
2025-08-14 | 13F | Fortress Private Ledger 有限责任公司 | 8,002 | -1.08 | 2,841 | 0.25 | ||||
2025-07-15 | 13F | 贾里斯洛斯基,弗雷泽有限公司 | 5,984 | -3.47 | 2,125 | -2.21 | ||||
2025-07-22 | NP | DLCFX - 目的地大盘股票基金 I 类 | 37,745 | -9.63 | 13,784 | -9.02 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/AQR 大盘防御型基金 (I) | 17,386 | -1.24 | 6,173 | 0.05 | ||||
2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 19,243 | -15.81 | 7,027 | -15.24 | ||||
2025-07-29 | 13F | 进步投资管理公司 | 42,734 | -1.05 | 15,173 | 0.24 | ||||
2025-04-24 | 13F | 阿耳忒弥斯投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 49 财富管理有限责任公司 | 3,991 | -0.35 | 1,417 | 1.00 | ||||
2025-08-07 | 13F | DJE 资本管理公司 | 340,360 | -35.24 | 119,555 | -32.55 | ||||
2025-06-27 | NP | TWCUX - 超级基金投资者类别 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 | 781,000 | -17.44 | 269,836 | -16.55 | ||||
2025-08-13 | 13F | 布里斯托尔门资本合作伙伴公司 | 253,109 | -18.76 | 89,866 | -17.70 | ||||
2025-06-03 | 13F/A | 奥马哈第一国民银行 | 28,267 | -10.75 | 9,906 | 20.15 | ||||
2025-08-07 | 13F | 马丁投资管理有限责任公司 | 1,300 | -7.14 | 462 | -5.92 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 267,920 | -1.82 | 95,125 | -0.53 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 11,715 | -28.75 | 4,160 | -24.48 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 144,822 | -3.90 | 51,419 | -2.64 | ||||
2025-07-15 | 13F | FLP财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
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 | 5,799,185 | -0.16 | 2,059,001 | 1.15 | ||||
2025-07-24 | 13F | 麦金利卡特财富服务公司 | 7,399 | -4.70 | 2,627 | -3.49 | ||||
2025-03-19 | 13F/A | 旋转财富合作伙伴有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-22 | NP | FMKFX - 富达麦哲伦 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 | 22,973 | -1.25 | 8,157 | 0.05 | ||||
2025-08-27 | NP | WLGRX - 常春藤大盘成长基金 R 级 | 1,084,588 | -6.91 | 385,083 | -5.69 | ||||
2025-07-30 | NP | KRMA - Global X Conscious Companies ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,041 | -9.36 | 3,302 | -8.76 | ||||
2025-08-14 | 13F | Adage 资本合伙人有限公司 | 1,635,840 | -2.82 | 580,805 | -1.55 | ||||
2025-07-31 | 13F | 莉琳史密斯有限责任公司 | 15,600 | -1.82 | 5,539 | -0.54 | ||||
2025-08-08 | NP | QBDSX - 量化管理收益基金投资者类别股票 | 1,046 | -50.21 | 371 | -49.59 | ||||
2025-07-31 | 13F | 传家宝财富管理 | 68,826 | -0.29 | 24,437 | 1.02 | ||||
2025-08-27 | NP | PFGRX - 胜利先锋基本面增长基金 R 类 | 432,968 | -8.96 | 153,725 | -7.77 | ||||
2025-08-14 | 13F | 复星国际有限公司 | 3,670 | -29.71 | 1,303 | -28.76 | ||||
2025-08-01 | 13F | 自由财富管理有限公司 | 3,576 | -66.80 | 1,270 | -66.38 | ||||
2025-08-14 | 13F | 维度资本管理有限公司 | 3,523 | -2.17 | 1,251 | -0.95 | ||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 8,949 | -4.20 | 3,177 | -2.93 | ||||
2025-07-22 | 13F | 秋季荣耀合作伙伴有限责任公司 | 5,167 | -12.04 | 1,834 | 191.11 | ||||
2025-07-30 | NP | GFGF - 大师最爱股票 ETF | 4,170 | -3.61 | 1,523 | -3.00 | ||||
2025-08-08 | 13F | 戴维斯财务顾问有限公司 | 1,001 | -9.82 | 355 | -8.74 | ||||
2025-08-14 | 13F | 瑞银集团 | Call | 705,368 | -35.89 | 250,441 | -35.05 | |||
2025-07-21 | 13F | 轩尼诗顾问公司 | 4,300 | -8.51 | 1,527 | -7.35 | ||||
2025-08-26 | NP | FFTYX - AB FlexFee 美国主题投资组合顾问课程 | 4,154 | -20.39 | 1,475 | -19.37 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 464,469 | -5.61 | 164,910 | -4.37 | ||||
2025-08-25 | NP | 贝莱德 ETF 信托 - 贝莱德优势大盘收益 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,549 | -47.10 | 2,325 | -46.40 | ||||
2025-08-06 | 13F | 德克萨斯州耶鲁资本公司 | 33,662 | -2.98 | 11,952 | -1.71 | ||||
2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 414,900 | -5.23 | 147 | -3.92 | |||
2025-08-20 | NP | 全国可变保险信托 - BlackRock NVIT 股票股息基金 I 类 | 8,944 | -35.55 | 3,176 | -34.71 | ||||
2025-08-28 | 13F/A | 托尔森财富管理公司 | 1,446 | -48.52 | 513 | -47.87 | ||||
2025-08-18 | 13F/A | KP管理有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-01 | 13F | 洛根资本管理公司 | 27,957 | -3.09 | 9,926 | -1.81 | ||||
2025-08-14 | 13F | 凯利·劳伦斯 W & Associates Inc/ca | 45,767 | -5.04 | 16,250 | -3.80 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 摩根大通 Y 类大型成长基金 | 1,319 | -20.35 | 468 | -19.31 | ||||
2025-07-23 | 13F | H&H 退休设计与管理公司 | 2,075 | -9.35 | 728 | -0.55 | ||||
2025-08-14 | 13F | 斯坦斯伯里资产管理有限公司 | 71,474 | -3.69 | 25,377 | -2.43 | ||||
2025-08-01 | 13F | 莫特科 | 34,849 | -0.51 | 12,039 | -1.92 | ||||
2025-07-22 | 13F | SOL资本管理公司 | 2,564 | -0.58 | 1 | |||||
2025-07-28 | 13F | CGC 金融服务有限责任公司 | 100 | -26.47 | 36 | -25.53 | ||||
2025-08-22 | 13F | Cim投资管理公司 | 4,469 | -0.33 | 1,587 | 0.95 | ||||
2025-07-09 | 13F | DLK 投资管理有限公司 | 30,685 | -0.43 | 10,895 | 0.87 | ||||
2025-07-30 | 13F | Exencial 财富顾问有限公司 | 72,015 | -2.90 | 25,569 | -1.62 | ||||
2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 114,522 | -8.25 | 40,661 | -7.05 | ||||
2025-08-12 | 13F | 私人港口投资管理与顾问有限责任公司 | 6,655 | -1.76 | 2,363 | -0.51 | ||||
2025-07-18 | 13F | 社区金融服务集团有限责任公司 | 41,491 | -0.93 | 14,731 | 0.37 | ||||
2025-07-14 | 13F | 太平洋合作伙伴公司 | 19,468 | -0.35 | 6,787 | 2.37 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 6,090 | -0.31 | 2,162 | 1.03 | ||||
2025-08-27 | NP | CAPOX - 绝对资本机会基金机构股票 | 4,733 | -31.04 | 1,680 | -30.15 | ||||
2025-06-26 | NP | USAUX - 积极增长基金股票 | 272,858 | -1.49 | 94,272 | -0.43 | ||||
2025-08-05 | 13F | 史密斯·谢尔纳特·威尔逊有限公司 /adv | 1,816 | -0.82 | 645 | 0.47 | ||||
2025-06-30 | NP | EQTY - Kovitz 核心股票 ETF | 135,155 | -9.68 | 46,696 | -8.70 | ||||
2025-08-08 | 13F | AJ 顾问有限责任公司 | 1,671 | -0.36 | 593 | 1.02 | ||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 20,056 | -3.27 | 7,129 | -1.89 | ||||
2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 4,169 | -2.46 | 1,480 | -1.14 | ||||
2025-07-29 | 13F | 奥特溪顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 平戈拉合作伙伴有限责任公司 | 235 | -14.55 | 83 | -13.54 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 861 | -8.70 | 306 | -7.58 | ||||
2025-07-17 | 13F | MBA顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 9,842 | -6.53 | 3,494 | -5.31 | ||||
2025-07-09 | 13F | 斯托克斯资本顾问有限责任公司 | 33,163 | -0.00 | 11,775 | 1.31 | ||||
2025-09-10 | NP | VVPLX - Vulcan Value Partners 基金投资者类别股票 | 29,834 | -24.36 | 10,307 | -24.37 | ||||
2025-08-06 | 13F | DDFG 公司 | 769 | -14.27 | 273 | -13.06 | ||||
2025-08-12 | 13F | 内梅斯拉什集团有限责任公司 | 28,873 | -19.77 | 10,251 | -18.72 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Large Cap Core Portfolio | 4,505 | -62.79 | 1,600 | -62.31 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 90,300 | -2.59 | 32,061 | -1.31 | ||||
2025-03-31 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | 14,800 | -13.62 | 5,059 | 11.14 | ||||
2025-08-28 | NP | RSMV - 相对强弱管理波动率策略ETF | 3,312 | -69.00 | 1,176 | -68.62 | ||||
2025-05-15 | 13F | 赛勒斯·劳伦斯有限责任公司 | 200 | -52.61 | 0 | |||||
2025-07-28 | 13F | RFG 咨询有限责任公司 | 13,934 | -0.46 | 4,947 | 0.84 | ||||
2025-08-04 | 13F | NWK集团有限公司 | 34,694 | -0.81 | 12,318 | 0.49 | ||||
2025-06-27 | NP | FAS - Direxion 每日金融牛市 3 倍股票 | 388,673 | -14.20 | 134,287 | -13.27 | ||||
2025-07-22 | 13F | 首都信托公司/佛罗里达州 | 24,874 | -0.60 | 8,832 | 0.71 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 13,063,915 | -1.69 | 4,638,344 | -0.40 | ||||
2025-08-20 | NP | QNZNX - AQR 可持续多空股票碳意识基金 N 类 | 355 | -22.15 | 126 | -20.75 | ||||
2025-07-08 | 13F | 五重奏私人银行(欧洲)SA | 247,216 | -3.48 | 87,774 | -2.21 | ||||
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 | 254,400 | -18.77 | 87,895 | -17.89 | ||||
2025-08-07 | 13F | 霍华德贝利证券有限责任公司 | 3,244 | -0.55 | 1,152 | 0.70 | ||||
2025-08-14 | 13F | MGB 财富管理有限责任公司 | 6,277 | -3.09 | 2,217 | -1.73 | ||||
2025-08-27 | NP | HSUAX - Rational Dynamic Brands 基金 A 类股票 | 6,000 | -43.06 | 2,130 | -22.35 | ||||
2025-07-21 | 13F | 影响力投资者公司 | 5,263 | -1.90 | 1,869 | -0.64 | ||||
2025-08-06 | 13F | 延龄草资产管理有限公司 | 103,072 | -10.27 | 36,596 | -9.09 | ||||
2025-08-05 | 13F | 伯尼公司/ | 35,286 | -3.69 | 12,528 | -2.42 | ||||
2025-07-16 | 13F | 奥克塔维亚财富顾问有限责任公司 | 5,511 | -2.03 | 1,957 | -0.76 | ||||
2025-07-29 | 13F | AssuredPartners 投资顾问有限责任公司 | 8,254 | -8.32 | 2,930 | -7.13 | ||||
2025-08-28 | NP | CNRWX - City National Rochdale 美国核心股票基金 - N 类 | 23,454 | -2.97 | 8,327 | -1.70 | ||||
2025-07-14 | 13F | 梅森有限责任公司 | 4,708 | -2.12 | 1,672 | -0.83 | ||||
2025-08-13 | 13F | 谢里登堡顾问有限公司 | 23,543 | -4.88 | 8,359 | -3.64 | ||||
2025-08-05 | 13F | 南达科他州投资委员会 | 110,661 | -6.12 | 39 | -4.88 | ||||
2025-08-04 | 13F | 海洋资本管理有限公司 | 17,677 | -4.87 | 6,276 | -3.61 | ||||
2025-08-14 | 13F | 威默联合公司 1 有限公司 | 19,523 | -1.21 | 6,932 | -1.52 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL S&P 500 指数基金 1 级 | 87,714 | -4.85 | 31,143 | -3.61 | ||||
2025-06-30 | NP | POGSX - Pin Oak 股票基金 | 27,620 | -2.13 | 9,543 | -1.07 | ||||
2025-06-27 | NP | THMEX - CCT 主题股票基金机构股 | 3,228 | -19.18 | 1,115 | -18.32 | ||||
2025-07-31 | 13F | CAP 合作伙伴有限责任公司 | 2,447 | -1.69 | 869 | -0.46 | ||||
2025-08-11 | 13F | 美国第一投资顾问有限责任公司 | 71,366 | -2.25 | 25,338 | -0.97 | ||||
2025-03-18 | 13F | 标准 Caixa、Sau | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-14 | 13F | 股息资产资本有限公司 | 51,453 | -1.24 | 18,268 | 0.05 | ||||
2025-05-14 | 13F | 量化投资管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | ILCG - iShares Morningstar 大盘成长 ETF | 155,263 | -0.87 | 53,643 | 0.20 | ||||
2025-05-07 | 13F | 霍兰资本顾问有限公司。 | 10,155 | -1.14 | 3,559 | 9.61 | ||||
2025-08-29 | NP | BRWIX - AMG 经理 Brandywine 基金 I 级 | 33,975 | -1.91 | 12,063 | -0.63 | ||||
2025-08-29 | NP | GABF - Gabelli 金融服务机会 ETF | 1,680 | -11.58 | 596 | -10.38 | ||||
2025-08-18 | NP | 太平洋精选基金 - 大盘成长投资组合 I 类 | 99,363 | -15.34 | 35,279 | -14.23 | ||||
2025-08-29 | NP | JAWGX - Janus Henderson 全球研究组合服务股票 | 43,412 | -0.90 | 15,413 | 0.40 | ||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 116,254 | -0.19 | 40,166 | 0.89 | ||||
2025-07-25 | 13F | 北美社区银行 | 13,374 | -2.99 | 4,748 | -1.72 | ||||
2025-03-18 | 13F | 标准 Caixa、Sau | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-22 | NP | QGI2Q - 增长和收入投资组合初始类别 | 153,776 | -3.82 | 54,598 | -2.56 | ||||
2025-08-29 | NP | VELA 基金 - VELA 大盘 130/30 基金 I 类 | 4,021 | -13.55 | 1,428 | -12.40 | ||||
2025-07-18 | 13F | 艾利投资管理有限公司 | 1,163 | -6.13 | 413 | -5.07 | ||||
2025-07-31 | 13F | Kranot Histalmut Le Morim Tichoniim Havera Menahelet LTD | 31,182 | -1.03 | 11,078 | 0.38 | ||||
2025-07-24 | 13F | 百特兄弟公司 | 98,185 | -1.42 | 34,861 | -0.13 | ||||
2025-08-05 | 13F | 斯奈德金融集团 | 9,790 | -0.55 | 3,476 | 0.75 | ||||
2025-06-18 | NP | REUYX - Y 类可持续股票基金 | 8,552 | -16.90 | 2,955 | -16.01 | ||||
2025-07-17 | 13F | 巴顿·艾伯森·米勒集团有限责任公司 | 10,262 | -1.06 | 3,643 | 0.25 | ||||
2025-07-14 | 13F | 农商投资公司 | 72,321 | -2.96 | 25,678 | -1.69 | ||||
2025-05-15 | 13F | 卡登资本合伙公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | 镇流器公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 6,795 | -7.94 | 2,412 | -6.73 | ||||
2025-08-13 | 13F | 朗维尤合伙人(根西岛)有限公司 | 1,638,726 | -5.77 | 581,830 | -4.54 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿股票指数投资组合 A 类 | 286,063 | -2.60 | 101,567 | -1.33 | ||||
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 | 2,544 | -6.78 | 903 | -5.54 | ||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托资本实力投资组合 I 类 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,810 | -4.27 | 3,483 | -3.01 | ||||
2025-08-14 | 13F | 明治安田资产管理有限公司 | 65,216 | -25.75 | 23,155 | -24.78 | ||||
2025-08-21 | NP | 拉扎德全球总回报和收入基金公司 | 16,947 | -1.43 | 6,017 | -0.13 | ||||
2025-07-07 | 13F | 罗克斯伯里金融有限公司 | 10,478 | -1.61 | 3,720 | -3.68 | ||||
2025-07-23 | 13F | TriaGen 财富管理有限责任公司 | 6,218 | -4.72 | 2,208 | -3.50 | ||||
2025-08-14 | 13F | 法国巴黎银行 | 167,873 | -4.93 | 59,397 | -4.01 | ||||
2025-08-26 | NP | AB VARIABLE PRODUCTS SERIES FUND, INC. - AB 动态资产配置投资组合 A 类 | 3,630 | -4.92 | 1,289 | -3.74 | ||||
2025-08-13 | 13F | 伯比斯资本管理有限公司 | 17,402 | -1.97 | 6,179 | -0.69 | ||||
2025-05-13 | 13F | 特瑞尔兄弟公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 希尔斯银行信托公司 | 14,548 | -3.01 | 5,165 | -1.73 | ||||
2025-08-14 | 13F | 高迪安资本新加坡私人有限公司 | 255 | -97.76 | 91 | -97.70 | ||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 735,170 | -22.09 | 261,022 | -21.07 | ||||
2025-08-12 | 13F | 卡姆登国家银行 | 43,353 | -2.15 | 15,392 | -0.87 | ||||
2025-08-14 | 13F | 艾文尼尔公司 | 41,944 | -1.03 | 14,892 | 0.26 | ||||
2025-07-23 | 13F | 马登证券公司 | 3,348 | -0.18 | 1,189 | 1.11 | ||||
2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 79,774 | -2.05 | 28,324 | -0.76 | ||||
2025-07-17 | 13F | Nova R 财富公司 | 1,645 | -0.78 | 584 | 0.69 | ||||
2025-06-26 | NP | FDGFX - 富达股息增长基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 409,693 | -20.48 | 141,549 | -19.62 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/ClearBridge 大盘成长基金 (A) 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 | 216,585 | -8.18 | 76,899 | -6.98 | ||||
2025-08-11 | 13F/A | 阳光海岸股权管理 | 151,690 | -0.04 | 53,857 | 1.27 | ||||
2025-07-21 | 13F | 蒙蒂塞洛财富管理有限公司 | 4,313 | -0.90 | 1,531 | 0.39 | ||||
2025-07-25 | 13F | 宁静合作伙伴有限责任公司 | 7,651 | -0.42 | 2,716 | 0.89 | ||||
2025-08-08 | 13F | Avantax 咨询服务公司 | 178,702 | -8.27 | 63,448 | -7.07 | ||||
2025-05-08 | 13F | 基本规划有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 洞察顾问有限责任公司/ PA | 2,005 | -6.87 | 712 | -5.70 | ||||
2025-07-30 | 13F | 自由一投资管理有限公司 | 1,932 | -10.68 | 686 | -9.63 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/JPMorgan 成长股票投资组合 IB 类 | 134,127 | -33.27 | 47,622 | -32.40 | ||||
2025-07-24 | 13F | 布兰迪橡树私人财富有限公司 | 2,700 | -2.00 | 958 | -0.73 | ||||
2025-07-29 | 13F | 卡纳瓦资本管理有限公司 | 3,447 | -0.14 | 1,224 | 1.16 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 多元化研究 VIP 基金 | 2,374 | -8.55 | 843 | -7.37 | ||||
2025-06-26 | NP | Thrivent 核心基金 - Thrivent 核心低波动性股票基金 | 229 | -31.64 | 79 | -30.70 | ||||
2025-05-13 | 13F | Windward资本管理公司/ca | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 哈丁资本合伙有限公司 | 624 | -13.33 | 222 | -12.30 | ||||
2025-08-06 | 13F | 北京哈迪施特劳斯公司 | 4,790 | -5.37 | 1,701 | -4.17 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 1,721,493 | -4.33 | 609,825 | -3.06 | ||||
2025-07-29 | NP | GQETX - 转基因生物质量基金三级 | 822,987 | -27.36 | 300,547 | -26.87 | ||||
2025-08-13 | 13F | 切维厄特价值管理有限责任公司 | 71,033 | -0.15 | 23,922 | -3.54 | ||||
2025-08-28 | NP | 保德信直布罗陀基金 - 保德信直布罗陀基金 | 20,577 | -2.43 | 7,306 | -1.15 | ||||
2025-08-06 | 13F | 森吉咨询小组 | 12,859 | -2.18 | 4,696 | 8.38 | ||||
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 | 14,448 | -10.18 | 4,992 | -9.21 | ||||
2025-08-26 | NP | IRLIX - Voya RussellTM 大盘指数投资组合 ADV 级 | 34,424 | -3.30 | 12,222 | -2.03 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-21 | 13F | 未来资产环球投资有限公司 | 415,304 | -6.47 | 147,454 | -3.40 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-30 | 13F | 公民与北方公司 | 0 | -100.00 | 0 | |||||
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 | 6,106 | -29.45 | 2,168 | -28.55 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-06-26 | NP | HECO - SPDR Galaxy 对冲数字资产生态系统 ETF | 6,486 | -16.85 | 2,241 | -15.98 | ||||
2025-07-21 | 13F | 资本规划有限责任公司 | 787 | -33.70 | 279 | -32.77 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 147,944 | -0.14 | 52,528 | 1.17 | ||||
2025-08-12 | 13F | 迪梅奥施耐德有限公司 | 4,280 | -2.28 | 1,520 | -1.04 | ||||
2025-08-12 | 13F | 豪与鲁斯林公司 | 31,358 | -1.74 | 11,134 | -0.45 | ||||
2025-07-25 | 13F | 养老金保障基金委员会 | 1,800 | -28.00 | 639 | -27.05 | ||||
2025-08-13 | 13F | 西北及道德投资有限公司 | 114,824 | -7.25 | 40,768 | -6.04 | ||||
2025-06-26 | NP | AMRMX - 美国互惠基金 A 类 | 1,513,816 | -42.38 | 523,023 | -41.76 | ||||
2025-07-31 | 13F | Ssa瑞士顾问股份公司 | 10,689 | -12.81 | 3,782 | -11.86 | ||||
2025-07-30 | 13F | 德纳利顾问有限公司 | 11,980 | -1.74 | 4,254 | -0.44 | ||||
2025-05-15 | 13F | AlphaQ 顾问有限责任公司 | 2,275 | -0.66 | 797 | 10.24 | ||||
2025-08-08 | 13F | 翡翠投资伙伴有限公司 | 14,236 | -1.30 | 5,055 | 0.00 | ||||
2025-05-01 | 13F | 莱恩与合伙人有限责任公司 | 2,558 | -0.81 | 897 | 1.70 | ||||
2025-08-05 | 13F | 顾问首选有限责任公司 | 6,746 | -13.52 | 2,398 | -11.22 | ||||
2025-08-14 | 13F | 道富银行 | 82,014,263 | -0.89 | 29,119,164 | 0.41 | ||||
2025-07-29 | NP | INYDX - 胜利先锋纪律增长基金Y类 | 176,421 | -36.80 | 64,427 | -36.37 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者梯度战术轮换策略 ETF | 2,178 | -44.76 | 752 | -44.17 | ||||
2025-08-15 | 13F | 同心资本策略有限合伙人 | 22,361 | -9.26 | 7,939 | -8.07 | ||||
2025-08-14 | 13F | 芬德史密斯律师事务所 | 3,854,071 | -6.84 | 1,368,388 | -5.62 | ||||
2025-08-12 | 13F | 登陆点金融集团有限责任公司 | 4,636 | -3.40 | 1,646 | -2.08 | ||||
2025-08-08 | 13F | 复兴银行 | 3,598 | -1.26 | 1,277 | 0.00 | ||||
2025-08-29 | NP | STXD - Strive 1000 股息增长 ETF | 5,372 | -3.21 | 1,907 | -1.95 | ||||
2025-07-23 | 13F | 普拉萨德财富合伙人有限责任公司 | 5,303 | -1.58 | 1,883 | -0.32 | ||||
2025-08-11 | 13F | 达美资产管理有限公司/TN | 5,142 | -1.06 | 1,826 | 0.22 | ||||
2025-08-12 | 13F | 武尔夫汉森公司 | 6,840 | -9.76 | 2,429 | -8.58 | ||||
2025-08-14 | 13F | Papamarkou Wellner 资产管理公司 | 13,681 | -2.19 | 4,857 | -0.90 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 27,936 | -0.51 | 9,754 | -0.89 | ||||
2025-07-24 | 13F | 艾伦财富管理有限公司 | 2,866 | -8.26 | 1,018 | -7.04 | ||||
2025-07-09 | 13F | 第一金融公司/in/ | 4,491 | -2.96 | 1,595 | -1.67 | ||||
2025-08-26 | NP | QLMLOX - ClearBridge 可变大盘增长投资组合 I 类 This fund is a listed as child fund of Clearbridge, Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 79,087 | -4.35 | 28,080 | -3.10 | ||||
2025-07-08 | 13F | 遗产私人信托公司 | 12,757 | -6.40 | 4,529 | -5.17 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 1,793,184 | -6.85 | 636,670 | -5.63 | ||||
2025-07-28 | 13F | Axxcess 财富管理有限公司 | 54,244 | -1.82 | 19,259 | -0.53 | ||||
2025-08-07 | 13F | 马拉松交易投资管理有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
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 | 95,074 | -1.85 | 33,756 | -0.57 | ||||
2025-08-15 | 13F | 苏达国家银行安全 | 1,872 | -2.95 | 665 | -1.78 | ||||
2025-08-14 | 13F | Gen-Wealth Partners 有限公司 | 4,882 | -9.12 | 1,733 | -7.92 | ||||
2025-07-29 | 13F | 戈德斯坦顾问有限责任公司 | 1,845 | -19.04 | 655 | -18.05 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - Brighthouse/Wellington 核心股权投资组合 A 类 | 250,037 | -5.19 | 88,776 | -3.95 | ||||
2025-08-19 | NP | WRLDX - Scharf 全球机会基金零售类 | 2,811 | -13.67 | 998 | -12.53 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 成长型投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 36,205 | -0.75 | 12,855 | 0.55 | ||||
2025-08-28 | NP | ARILX - 亚里士多德核心股票基金 II I 类 | 37,870 | -0.90 | 13,446 | 0.40 | ||||
2025-08-26 | NP | PRGFX - T. Rowe 价格增长股票基金公司 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 | 3,944,773 | -2.95 | 1,400,592 | -1.67 | ||||
2025-07-09 | 13F | 伯克希尔银行 | 22,761 | -1.93 | 8,081 | -0.64 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 22,215 | -35.24 | 7,888 | -34.40 | ||||
2025-07-15 | 13F | 密苏里信托投资公司 | 2,640 | -1.31 | 937 | 0.00 | ||||
2025-07-24 | 13F | 帕普·L·罗伊建筑事务所 | 101,697 | -0.89 | 36,107 | 0.41 | ||||
2025-07-28 | 13F | 纽约州教师退休制度 | 1,418,996 | -0.48 | 504 | 0.80 | ||||
2025-08-08 | 13F | 富通集团顾问有限责任公司 | 13,361 | -3.34 | 4,620 | -4.62 | ||||
2025-08-08 | 13F | 弗拉哈蒂资产管理有限责任公司 | 648 | -2.26 | 230 | -0.86 | ||||
2025-08-19 | NP | LOGIX - Scharf 基金机构类 | 51,499 | -5.16 | 18,285 | -3.92 | ||||
2025-08-04 | 13F | 五大湖退休公司 | 15,488 | -1.41 | 5,499 | -0.11 | ||||
2025-08-26 | NP | TCAF - T. Rowe 价格资本增值股票 ETF | 145,801 | -5.92 | 51,767 | -4.69 | ||||
2025-05-15 | 13F | 南点资本顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | PSCSX - PIMCO StocksPLUS 小型基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | CAVAX - Catholic Values 股票基金 F 类,2017 年 1 月 31 日生效(原 A 类) | 13,765 | -2.07 | 5,027 | -1.41 | ||||
2025-08-01 | 13F | 澳大利亚超级有限公司 | 945,764 | -17.92 | 335,794 | -16.84 | ||||
2025-07-07 | 13F | 阿姆斯特朗亨利 H 联合公司 | 6,645 | -5.14 | 2,359 | -3.87 | ||||
2025-08-26 | NP | 贝莱德增强资本与收益基金公司 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 | 118,944 | -13.98 | 42,231 | -12.85 | ||||
2025-03-27 | NP | 管理账户系列 - BlackRock GA 动态股票基金 K 级 | 16,709 | -36.39 | 5,711 | -24.98 | ||||
2025-05-30 | NP | PISIX - PIMCO StocksPLUS 国际基金(美元对冲)机构 | 6,382 | -83.70 | 2,237 | -81.93 | ||||
2025-07-11 | 13F | 库珀投资者有限公司 | 81,003 | -16.74 | 28,760 | -15.64 | ||||
2025-08-14 | 13F | 索拉投资者有限公司 | 6,326 | -90.16 | 2,246 | -90.03 | ||||
2025-07-21 | 13F | 交易所资本管理公司 | 13,081 | -5.15 | 4,644 | -3.91 | ||||
2025-08-13 | 13F | United Super Pty Ltd 作为建筑工会养老金基金受托人 | 276,032 | -6.98 | 98,005 | -5.76 | ||||
2025-07-28 | NP | DDM - ProShares Ultra Dow30 | 45,011 | -14.84 | 16,438 | -14.26 | ||||
2025-07-09 | 13F | 新罕布什尔银行 | 3,744 | -0.27 | 1,329 | 1.06 | ||||
2025-04-11 | 13F | 永久资本管理有限公司 | 2,568 | -14.40 | 900 | -5.17 | ||||
2025-08-14 | 13F | 卡玛达财务顾问有限责任公司 | 7,159 | -2.94 | 2,542 | -1.70 | ||||
2025-08-19 | NP | BUFEX - 布法罗大盘基金投资者类别 | 7,615 | -10.83 | 2,704 | -9.66 | ||||
2025-07-07 | 13F | RDA金融网络 | 17,081 | -0.36 | 6,065 | 0.93 | ||||
2025-08-04 | 13F | 精英生活管理有限责任公司 | 1,397 | -1.55 | 496 | -0.20 | ||||
2025-07-24 | 13F | 支点资本有限责任公司 | 4,652 | -2.19 | 1,652 | -0.90 | ||||
2025-08-25 | NP | LRGE - ClearBridge 大盘成长 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 | 59,074 | -2.64 | 20,974 | -1.36 | ||||
2025-07-23 | 13F | 富尔顿·布雷克菲尔德·布罗尼曼有限公司 | 103,280 | -0.80 | 36,670 | 0.50 | ||||
2025-07-30 | NP | SPFIX - 标准普尔 500 指数基金直接股票 | 9,464 | -3.11 | 3,456 | -2.43 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 40,540 | -4.46 | 14,007 | -3.43 | ||||
2025-08-13 | 13F | Flow Traders 美国有限公司 | 0 | -100.00 | 0 | |||||
2025-05-06 | 13F | 卢卡斯山管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | 阿拉斯加州税务部 | 192,307 | -4.74 | 68 | -2.86 | ||||
2025-08-07 | 13F | 提克豪投资管理公司 | 9,300 | -49.18 | 3,302 | -48.53 | ||||
2025-08-27 | NP | VINIX - 先锋机构指数基金机构股票 | 10,487,253 | -1.28 | 3,723,499 | 0.01 | ||||
2025-05-07 | 13F | 维斯塔私人财富合作伙伴。有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 住友生命保险公司 | 25,316 | -5.00 | 8,988 | -3.76 | ||||
2025-07-15 | 13F | 决明资本合伙人有限责任公司 | 3,674 | -1.66 | 1,304 | -0.38 | ||||
2025-08-26 | NP | PALCX - AllianzGI 全球配置基金 C 类 | 1,139 | -2.73 | 404 | -1.46 | ||||
2025-07-18 | 13F | 极限竞速财富管理有限责任公司 | 1,008 | -13.40 | 358 | -12.29 | ||||
2025-08-05 | 13F | Intellectus 合作伙伴有限责任公司 | 10,570 | -0.65 | 3,753 | 0.64 | ||||
2025-07-29 | 13F | 伯福德兄弟公司 | 2,812 | -4.06 | 998 | -2.82 | ||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 291,100 | -5.88 | 103,355 | -4.65 | ||||
2025-05-15 | 13F | 两个西格玛证券有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-14 | 13F | 斯威尼与米歇尔有限公司 | 1,614 | -5.94 | 562 | 6.25 | ||||
2025-08-19 | NP | LOGOX - Scharf 多元资产机会基金机构类别 | 4,340 | -4.59 | 1,541 | -3.39 | ||||
2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 764,119 | -18.34 | 271,300 | -17.27 | ||||
2025-08-12 | 13F | 守望者集团公司 | 14,628 | -2.96 | 5,194 | -1.68 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 7,340 | -8.56 | 2,606 | -7.36 | ||||
2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 4,596 | -5.68 | 1,632 | -4.45 | ||||
2025-07-31 | 13F | 奥本海默公司 | 177,965 | -1.42 | 63,186 | -0.13 | ||||
2025-08-08 | 13F | 第一西部信托银行 | 30,795 | -1.79 | 10,934 | -0.50 | ||||
2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 749 | -65.66 | 266 | -65.18 | ||||
2025-07-14 | 13F | 西方资产管理有限责任公司 | 17,772 | -0.06 | 6,310 | 1.25 | ||||
2025-08-13 | 13F | 奥克斯勒私人财富有限责任公司 | 14,991 | -1.70 | 5,322 | -0.41 | ||||
2025-07-24 | 13F | 汤普森投资管理公司 | 26,560 | -4.31 | 9,430 | -3.05 | ||||
2025-08-13 | 13F | 百达资产管理控股公司 | 2,646,249 | -2.69 | 939,383 | -1.41 | ||||
2025-08-14 | 13F | 赫罗德顾问公司 | 24,613 | -3.79 | 8,739 | -2.53 | ||||
2025-08-29 | NP | PSKIX - PIMCO StocksPLUS 国际基金(未对冲)机构 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | SPINX - SIIT S&P 500 指数基金 - A 类 | 141,180 | -2.15 | 51,558 | -1.48 | ||||
2025-07-22 | 13F | Kercheville 顾问有限责任公司 | 1,040 | -28.28 | 369 | -27.36 | ||||
2025-08-08 | 13F | 多诺霍福林有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 马修戈夫投资顾问有限责任公司 | 70,141 | -1.05 | 24,903 | 0.25 | ||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - CTIVP - Loomis Sayles 增长基金 1 级 | 92,561 | -65.55 | 32,864 | -65.10 | ||||
2025-08-12 | 13F | 塞拉峰会顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | PFG 投资有限责任公司 | 28,996 | -6.09 | 10,295 | -4.86 | ||||
2025-07-24 | 13F | 斯泰尔斯金融服务公司 | 9,440 | -7.87 | 3,352 | -6.68 | ||||
2025-08-26 | NP | NANC - 不寻常的鲸鱼颠覆性民主交易 ETF | 1,793 | -7.05 | 637 | -5.92 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/t。 Rowe 价格管理波动性平衡基金 (a) | 10,789 | -9.24 | 3,831 | -8.04 | ||||
2025-06-23 | NP | 伊顿万斯税收优惠全球股息机会基金 | 17,340 | -21.68 | 5,991 | -20.84 | ||||
2025-07-22 | 13F | 罗马诺兄弟公司 | 8,580 | -1.08 | 3,046 | 0.23 | ||||
2025-07-09 | 13F | 弗拉加索集团公司 | 16,964 | -6.58 | 6,023 | -5.34 | ||||
2025-07-01 | 13F | 苏福尔斯第一国民银行 | 12,767 | -0.66 | 4,533 | 0.62 | ||||
2025-04-28 | 13F | Hgk资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 罗斯莫尔私人资本 | 32,807 | -1.76 | 11,648 | -0.47 | ||||
2025-08-15 | 13F | Audent 全球资产管理有限责任公司 | 3,252 | -0.64 | 1,155 | 0.61 | ||||
2025-07-30 | 13F | Capstone Triton 金融集团有限责任公司 | 4,020 | -3.16 | 1,427 | 8.85 | ||||
2025-07-09 | 13F | 切斯利塔夫脱联合有限责任公司 | 126,923 | -1.29 | 45,064 | 0.00 | ||||
2025-08-26 | NP | IPLIX - Voya Index Plus 大盘投资组合 I 类 | 13,558 | -70.77 | 4,814 | -70.39 | ||||
2025-07-11 | 13F | 多元化信托公司 | 62,234 | -2.37 | 22,096 | -1.09 | ||||
2025-08-11 | 13F | 花旗集团 | Call | 109,100 | -3.62 | 38,736 | -2.36 | |||
2025-08-13 | 13F | 加贝利基金有限责任公司 | 193,112 | -1.75 | 68,564 | -0.47 | ||||
2025-07-15 | 13F | 做得好,有限责任公司 | 2,098 | -3.81 | 745 | 7.98 | ||||
2025-06-17 | NP | CFGRX - 成长基金股票 | 10,045 | -3.65 | 3,471 | -2.61 | ||||
2025-07-17 | 13F | 绿叶信托 | 231,575 | -58.88 | 82,221 | -58.35 | ||||
2025-07-23 | 13F | Tcfg 财富管理有限责任公司 | 9,219 | -2.73 | 3,273 | -1.45 | ||||
2025-08-14 | 13F | 哈伍德咨询集团有限责任公司 | 5,344 | -25.54 | 1,898 | -16.36 | ||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 431,324 | -16.73 | 149 | -18.23 | ||||
2025-07-31 | 13F | WFA资产管理公司 | 2,094 | -7.47 | 550 | -13.00 | ||||
2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 股票 500 指数 VIP A 类 | 25,346 | -1.34 | 8,999 | -0.03 | ||||
2025-08-08 | 13F | 里程碑资源集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 普罗维登信托公司 | 1,430,436 | -0.96 | 507,876 | 0.34 | ||||
2025-05-27 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio I 类股票 | 2,184 | -56.33 | 765 | -51.58 | ||||
2025-08-29 | NP | CWEAX - Catalyst/Welton Advantage 多策略基金 A 类 | 907 | -42.59 | 322 | -41.77 | ||||
2025-08-06 | 13F | 方正金融证券有限公司 | 15,841 | -0.73 | 5,624 | 4.44 | ||||
2025-07-30 | 13F | 家族资本信托公司 | 28,277 | -4.60 | 10,039 | -3.36 | ||||
2025-08-06 | 13F | 可持续洞察资本管理有限责任公司 | 619 | -54.42 | 220 | -53.89 | ||||
2025-08-14 | 13F | Bbr 合作伙伴有限公司 | 10,730 | -0.57 | 3,810 | 0.74 | ||||
2025-08-14 | 13F | Aureus 资产管理有限责任公司 | 191,207 | -2.00 | 67,888 | -0.72 | ||||
2025-07-23 | 13F | 普佐·迈克尔·J | 1,330 | -40.49 | 472 | -39.72 | ||||
2025-08-11 | 13F | 波洛克投资顾问有限公司 | 3,687 | -7.52 | 1,309 | -6.30 | ||||
2025-08-08 | 13F | 融合资本有限责任公司 | 1,232 | -4.35 | 437 | -3.10 | ||||
2025-08-14 | 13F | LWM 咨询服务有限公司 | 2,306 | -9.64 | 819 | -7.87 | ||||
2025-08-12 | 13F | 中心财富管理 | 9,955 | -6.37 | 3,353 | -10.04 | ||||
2025-05-02 | 13F | 贝莱德公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 46,040 | -15.85 | 16,346 | -14.74 | ||||
2025-08-06 | 13F | 奥尔巴财富顾问有限责任公司 | 620 | -70.59 | 220 | -70.19 | ||||
2025-08-18 | NP | 太平洋精选基金 - 大盘价值投资组合 I 类 | 50,892 | -4.30 | 18,069 | -3.05 | ||||
2025-06-26 | NP | MWOFX - MFS 全球成长基金 A | 94,511 | -22.16 | 32,654 | -21.32 | ||||
2025-05-30 | NP | WBIG - WBI BullBear 收益率 3000 ETF | 433 | -34.79 | 152 | -27.75 | ||||
2025-07-25 | 13F | 萨瑟金融集团公司 | 219,332 | -0.10 | 77,874 | 1.21 | ||||
2025-08-12 | 13F | 马里波财富管理有限公司 | 3,360 | -5.19 | 1,208 | -2.66 | ||||
2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 13,756 | -2.63 | 4,884 | -1.37 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - ON 联合战略价值股息投资组合 | 800 | -84.91 | 284 | -84.71 | ||||
2025-08-14 | 13F | 明星金融银行 | 1,020 | -17.14 | 362 | -16.01 | ||||
2025-08-08 | 13F | 可持续增长顾问,有限合伙人 | 2,903,722 | -11.73 | 1,030,966 | -10.58 | ||||
2025-08-14 | 13F | 长荣财富解决方案有限责任公司 | 1,253 | -3.02 | 445 | -1.55 | ||||
2025-04-17 | 13F | 蒙特西托银行与信托 | 11,722 | -2.50 | 4,108 | 8.13 | ||||
2025-07-22 | 13F | MBL 财富有限责任公司 | 5,047 | -2.21 | 1,792 | -0.94 | ||||
2025-07-25 | 13F | M3 咨询集团有限责任公司 | 1,281 | -6.15 | 455 | -5.02 | ||||
2025-08-29 | NP | NACP - 影响力股票 NAACP 少数族裔赋权 ETF | 2,984 | -6.31 | 1,059 | -5.11 | ||||
2025-08-07 | 13F | 杰克逊广场合作伙伴有限责任公司 | 19,618 | -21.29 | 6,965 | -20.25 | ||||
2025-05-13 | 13F | 蒙特利尔银行/can/ | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-07-10 | 13F | 高净值咨询集团有限责任公司 | 1,396 | -1.41 | 496 | -0.20 | ||||
2025-06-26 | NP | AWIIX - CIBC Atlas 收入机会基金机构类别 | 45,100 | -9.80 | 15,582 | -8.82 | ||||
2025-07-22 | 13F | 杰默资产管理有限公司 | 2,853 | -13.60 | 1,013 | -12.45 | ||||
2025-07-21 | 13F | HighMark 财富管理有限责任公司 | 199 | -57.20 | 71 | -56.79 | ||||
2025-08-07 | 13F | HighPoint 顾问集团有限责任公司 | 43,514 | -0.42 | 15,450 | 3.52 | ||||
2025-07-29 | 13F | 水平财富管理有限公司 | 5,051 | -8.13 | 1,793 | -6.91 | ||||
2025-08-08 | 13F | 独立财务顾问有限责任公司 | 566 | -2.92 | 201 | -1.96 | ||||
2025-08-12 | 13F | 迪恩投资有限公司 | 653 | -1.66 | 232 | -0.43 | ||||
2025-08-13 | 13F | Geo Capital Gestora de Recursos 有限公司 | 5,340 | -49.86 | 2 | -66.67 | ||||
2025-03-18 | 13F | 客观资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-23 | NP | PPUMX - 大型股增长基金 I R-3 | 380,974 | -6.46 | 131,627 | -5.44 | ||||
2025-08-07 | 13F | 奥特曼顾问公司 | 7,486 | -2.89 | 2,661 | -0.08 | ||||
2025-08-13 | 13F | Alerus 金融纳 | 10,033 | -1.67 | 3,562 | -0.36 | ||||
2025-08-12 | 13F | OneAscent 金融服务有限责任公司 | 7,840 | -8.35 | 3 | 0.00 | ||||
2025-04-25 | 13F | PMC FIG 机会有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | 殖民河财富管理有限责任公司 | 3,981 | -8.67 | 1,417 | -7.27 | ||||
2025-07-25 | NP | ANEFX - 新经济基金A类 | 1,138,762 | -3.02 | 415,864 | -2.36 | ||||
2025-07-11 | 13F | 温莎资本管理有限公司 | 3,486 | -3.33 | 1,238 | -2.06 | ||||
2025-08-26 | NP | QLTY - GMO 美国质量 ETF | 156,276 | -9.11 | 55,486 | -7.92 | ||||
2025-05-15 | 13F | 格兰德吉恩资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-28 | NP | MPAY - Akros 每月支付 ETF | 106 | -38.01 | 38 | -28.30 | ||||
2025-07-21 | 13F | 杰克逊财富管理有限责任公司 | 13,940 | -2.40 | 4,949 | -1.14 | ||||
2025-07-24 | 13F | KFA 私人财富集团有限责任公司 | 1,388 | -0.07 | 493 | 1.23 | ||||
2025-07-23 | 13F | 构造顾问有限公司 | 3,877 | -2.66 | 1,376 | -1.36 | ||||
2025-07-24 | 13F | WMG 财务顾问有限责任公司 | 1,263 | -0.55 | 448 | 0.67 | ||||
2025-08-12 | 13F | 第二幕投资者有限公司 | 106,166 | -0.92 | 37,694 | 0.38 | ||||
2025-07-10 | 13F | YHB 投资顾问公司 | 82,257 | -0.78 | 29,201 | 0.50 | ||||
2025-08-07 | 13F | 麦哲伦资产管理有限公司 | 876,673 | -1.80 | 311,263 | -0.51 | ||||
2025-07-18 | 13F | 影响资本合伙公司 | 10,153 | -1.88 | 3,605 | -0.61 | ||||
2025-08-13 | 13F | 万斯财富公司 | 1,306 | -0.68 | 464 | 0.65 | ||||
2025-08-21 | NP | LZUOX - Lazard 美国股票焦点投资组合公开股票 | 8,092 | -26.64 | 2,873 | -25.67 | ||||
2025-07-21 | 13F | ZWJ投资顾问公司 | 187,460 | -0.07 | 66,558 | 1.24 | ||||
2025-08-26 | NP | 富兰克林邓普顿可变保险产品信托 - 富兰克林分配 VIP 基金 1 级 | 4,100 | -54.04 | 1,456 | -54.06 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 60,408 | -1.88 | 21,448 | -0.59 | ||||
2025-08-27 | NP | 自由全明星成长基金公司 | 14,820 | -7.49 | 5,262 | -6.29 | ||||
2025-07-30 | 13F/A | 发散规划有限责任公司 | 1,604 | -3.72 | 570 | -1.04 | ||||
2025-08-05 | 13F | 德克萨斯银行与信托公司 | 10,621 | -0.43 | 3,771 | 0.86 | ||||
2025-07-14 | 13F | E&G 顾问有限合伙人 | 6,956 | -2.79 | 2,470 | -1.52 | ||||
2025-07-23 | 13F | 罗伯茨财富顾问有限责任公司 | 16,574 | -2.37 | 5,885 | -1.09 | ||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 1,511 | -2.39 | 537 | -1.11 | ||||
2025-08-14 | 13F | 康涅狄格州财富管理有限责任公司 | 16,154 | -0.90 | 5,736 | 0.39 | ||||
2025-07-29 | 13F | 地区金融公司 | 143,375 | -0.00 | 50,905 | 1.31 | ||||
2025-08-14 | 13F | 达格科公司 | 6,452 | -0.15 | 2,291 | 1.15 | ||||
2025-07-08 | 13F | 巴德金融服务公司 | 6,915 | -30.29 | 2,455 | -29.37 | ||||
2025-07-09 | 13F | PFW 顾问有限责任公司 | 8,533 | -2.35 | 3,030 | -1.08 | ||||
2025-07-15 | 13F | Am投资策略有限公司 | 4,039 | -1.78 | 1 | 0.00 | ||||
2025-08-13 | 13F | 科普利金融集团有限公司 | 1,988 | -15.44 | 706 | -14.34 | ||||
2025-08-12 | 13F | 传统金融集团公司 | 731 | -64.91 | 260 | -62.63 | ||||
2025-07-15 | 13F | 诺登集团有限公司 | 24,820 | -4.31 | 8,812 | -3.06 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | Put | 454,100 | -33.47 | 161,228 | -32.59 | |||
2025-07-21 | 13F | 沃灵顿资产管理有限责任公司 | 68,150 | -17.39 | 24,197 | -16.31 | ||||
2025-07-30 | 13F | 贝宁管理公司 | 47,237 | -1.52 | 16,771 | -0.23 | ||||
2025-08-14 | 13F | 毅力国际资产管理公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 繁荣财富管理有限责任公司 | 8,993 | -0.18 | 3,193 | 1.14 | ||||
2025-04-09 | 13F | 中心星资产管理有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-07-24 | 13F | KC 投资顾问有限公司 | 6,413 | -0.71 | 2,277 | 0.57 | ||||
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 | 19,424 | -37.65 | 6,896 | -36.83 | ||||
2025-08-15 | 13F | 摩根士丹利 | 50,055,517 | -0.91 | 17,772,213 | 0.39 | ||||
2025-08-26 | NP | IWB - iShares Russell 1000 ETF | 1,230,208 | -1.00 | 436,785 | 0.30 | ||||
2025-07-24 | 13F | 有利点金融有限公司 | 980 | -0.91 | 348 | 0.58 | ||||
2025-08-11 | 13F | 遗产财富顾问 | 20,160 | -0.13 | 7,158 | 1.17 | ||||
2025-08-06 | 13F | 遗产财富管理有限公司/ID | 258 | -10.73 | 92 | -9.90 | ||||
2025-08-13 | 13F | 波伦资本管理有限公司 | 5,611,098 | -6.85 | 1,992,220 | -5.63 | ||||
2025-08-12 | 13F | 向上战略财富投资顾问有限公司 | 2,815 | -3.36 | 999 | -2.06 | ||||
2025-08-12 | 13F | 奥克萨诺顾问有限责任公司 | 9,621 | -4.97 | 3,416 | -3.75 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 15,952 | -98.74 | 5,664 | -98.73 | ||||
2025-08-25 | NP | 美国互助投资公司 - 股票指数基金类别 | 190,345 | -1.94 | 67,582 | -0.66 | ||||
2025-08-01 | 13F | 信托投资顾问 | 4,971 | -14.81 | 1,765 | -13.70 | ||||
2025-08-05 | 13F | SS&H 财务顾问公司 | 9,246 | -3.09 | 3,283 | 109,300.00 | ||||
2025-07-29 | NP | FMCE-FM 复合股票 ETF | 7,863 | -23.48 | 2,871 | -22.97 | ||||
2025-07-30 | 13F | 受托家族办公室有限责任公司 | 10,735 | -3.57 | 3,811 | -2.31 | ||||
2025-05-28 | 13F | 硅谷资本合伙人 | 3,889 | -11.49 | 1,333 | -3.96 | ||||
2025-07-17 | 13F | TBH 全球资产管理有限责任公司 | 9,991 | -29.13 | 3,547 | -28.20 | ||||
2025-08-07 | 13F | 鼎石金融服务 | 2,874 | -6.69 | 1,020 | -5.47 | ||||
2025-08-14 | 13F | J.高盛公司 | Put | 6,000 | -93.75 | 2,130 | -93.67 | |||
2025-08-14 | 13F | 达美全球管理有限公司 | 7,071 | -6.48 | 2,511 | -5.25 | ||||
2025-08-25 | NP | MAINSTAY VP 基金信托 - MainStay VP MacKay 普通股投资组合初始类别 | 127,978 | -1.34 | 45,439 | -0.05 | ||||
2025-08-12 | 13F | EULAV资产管理 | 58,024 | -9.37 | 20,602 | -8.18 | ||||
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 | 3,050 | -14.13 | 1,042 | 1.26 | ||||
2025-04-25 | NP | FIDSX - 金融服务组合 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 74,100 | -11.79 | 26,877 | 1.55 | ||||
2025-08-15 | 13F | Provenance Wealth Advisors, LLC | 2,511 | -28.64 | 892 | -27.74 | ||||
2025-08-13 | 13F | 史密斯摩尔公司 | 9,539 | -1.03 | 3,387 | 0.27 | ||||
2025-08-11 | 13F | 佳能顾问公司 | 2,229 | -3.13 | 791 | -1.86 | ||||
2025-07-16 | 13F | 旧港顾问公司 | 3,394 | -2.08 | 1,205 | -0.74 | ||||
2025-07-17 | 13F | CWA资产管理集团有限责任公司 | 67,106 | -1.09 | 23,826 | 0.20 | ||||
2025-07-22 | 13F | 雪松山顾问有限责任公司 | 162 | -2.99 | 58 | -1.72 | ||||
2025-08-14 | 13F | 犹他州退休系统 | 283,155 | -0.90 | 100,534 | 0.40 | ||||
2025-07-17 | 13F | XML 金融有限责任公司 | 5,915 | -2.78 | 2,100 | -1.50 | ||||
2025-06-27 | NP | PFI - Invesco DWA 金融动量 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 7,194 | -11.16 | 2,486 | -10.19 | ||||
2025-08-04 | 13F | 卡雷特资产管理有限公司 | 21,012 | -0.94 | 7,460 | 0.35 | ||||
2025-08-13 | 13F | 城镇广场资本有限公司 | 34,790 | -87.29 | 12,352 | -87.13 | ||||
2025-08-14 | 13F | 克劳福德投资顾问公司 | 346,645 | -2.00 | 123,076 | -0.71 | ||||
2025-07-28 | NP | VALQ - American Century STOXX 美国优质价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 680 | -61.71 | 248 | -61.49 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 340,451 | -2.87 | 120,877 | -1.60 | ||||
2025-07-31 | 13F | 梅森联合公司 | 1,741 | -11.22 | 618 | -10.04 | ||||
2025-08-05 | 13F | 弗里斯通资本控股有限责任公司 | 63,025 | -8.21 | 22,377 | -7.01 | ||||
2025-07-23 | 13F | Traphagen 投资顾问有限责任公司 | 6,153 | -1.01 | 2,184 | 0.28 | ||||
2025-07-18 | 13F | 西汉普顿资本有限责任公司 | 1,882 | -4.95 | 668 | -3.75 | ||||
2025-07-15 | 13F | Bfsg 有限公司 | 353 | -1.94 | 125 | -0.79 | ||||
2025-08-27 | NP | BBGLX - Bridge Builder 大盘成长基金 | 2,335,766 | -12.30 | 829,314 | -11.16 | ||||
2025-08-14 | 13F | 泛美金融顾问公司 | 16,842 | -4.09 | 5,980 | 99,550.00 | ||||
2025-08-14 | 13F | 纳帕财富管理 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | Spdr S&p 500 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 20,751,006 | -0.56 | 7,367,645 | 0.74 | ||||
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 | 4,541 | -2.57 | 1,658 | -1.89 | ||||
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 | 16,581 | -81.07 | 5,887 | -80.82 | ||||
2025-08-26 | NP | DFND - Siren DIVCON 股息卫士 ETF | 638 | -10.77 | 227 | -9.60 | ||||
2025-07-28 | 13F | 罗森伯格马修·汉密尔顿 | 1,549 | -1.09 | 550 | 0.18 | ||||
2025-08-13 | 13F | 威利斯约翰逊公司 | 874 | -6.92 | 310 | -5.49 | ||||
2025-08-13 | 13F | 哈弗福德信托公司 | 87,465 | -0.97 | 31,054 | 0.33 | ||||
2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 16,009 | -78.15 | 5,684 | -77.87 | ||||
2025-08-05 | 13F | TSFG有限公司 | 674 | -6.78 | 0 | |||||
2025-07-28 | 13F | 卡特勒投资顾问有限公司 | 1,030 | -3.74 | 366 | -2.67 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 227,830 | -3.27 | 78,715 | -2.22 | ||||
2025-08-27 | NP | VANGUARD 可变保险基金 - 多元化价值投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 67,515 | -22.54 | 23,971 | -21.53 | ||||
2025-08-14 | 13F | 美国银行 /de/ | 23,654,770 | -4.58 | 8,398,626 | -3.33 | ||||
2025-07-22 | 13F | 人民银行/哦 | 1,123 | -7.19 | 399 | -6.13 | ||||
2025-05-05 | 13F | PCA投资咨询服务公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | 法雷奥财务顾问有限责任公司 | 60,613 | -38.02 | 21,521 | -0.54 | ||||
2025-08-25 | NP | MITTX - 马萨诸塞州投资者信托 A | 425,065 | -18.02 | 150,919 | -16.94 | ||||
2025-08-08 | 13F | 凯恩投资管理有限公司 | 5,197 | -13.57 | 1,845 | -12.43 | ||||
2025-08-12 | 13F | 钻石山资本管理公司 | 661,891 | -5.63 | 235,004 | -4.40 | ||||
2025-08-26 | NP | Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio I 类股票 | 3,047 | -51.70 | 1,082 | -51.11 | ||||
2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 38,465 | -1.26 | 13,290 | -0.19 | ||||
2025-08-06 | 13F | ZEGA 投资有限责任公司 | 10,228 | -1.00 | 3,631 | 0.30 | ||||
2025-08-11 | 13F | 兰达斯公司 /wi /adv | 1,013 | -0.10 | 360 | 1.41 | ||||
2025-07-18 | 13F | 美国金融组合公司 | 4,257 | -1.37 | 1,511 | -0.07 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 399,514 | -5.05 | 141,847 | -3.80 | ||||
2025-07-24 | 13F | 帝斯曼资本合伙公司 | 450,536 | -13.38 | 159,963 | -12.24 | ||||
2025-04-14 | 13F | 大水财富管理 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 吉特曼财富管理有限责任公司 | 1,049 | -44.73 | 373 | -43.99 | ||||
2025-08-28 | NP | RLSIX - RiverPark 多/空机会基金机构类别 | 2,476 | -6.03 | 879 | -4.77 | ||||
2025-08-05 | 13F | 托丽有限公司 | 20,779 | -6.21 | 7,378 | -4.98 | ||||
2025-08-01 | 13F | 奥斯汀私人财富有限责任公司 | 5,334 | -9.64 | 1,894 | -8.46 | ||||
2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 2,926 | -22.12 | 1,039 | -12.55 | ||||
2025-08-26 | NP | IAVGX - Voya 增长和收入投资组合 ADV 类 | 124,515 | -3.73 | 44,209 | -2.47 | ||||
2025-07-18 | 13F | 布尔金资本管理有限公司 | 2,186 | -36.44 | 776 | -35.60 | ||||
2025-08-07 | 13F | 黑鹰资本合伙人有限责任公司。 | 6,499 | -11.82 | 2,308 | -10.65 | ||||
2025-07-30 | NP | VUSE - Vident 核心美国股票基金 | 34,073 | -23.51 | 12,443 | -22.98 | ||||
2025-05-07 | 13F | 诺丁汉顾问公司 | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | 金牛资产管理有限公司 | 118,140 | -1.67 | 41,403 | 9.04 | ||||
2025-07-31 | 13F | 拉姆齐、斯塔特曼、维拉和普莱斯公司 | 54,698 | -1.71 | 19,421 | -0.42 | ||||
2025-08-05 | 13F | 卡萨迪公司财富管理有限责任公司 | 36,201 | -0.50 | 12,853 | 0.81 | ||||
2025-08-21 | NP | VALLX - 专注于价值线大型公司的基金公司 | 36,000 | -5.26 | 12,782 | -4.02 | ||||
2025-08-13 | 13F | 第1832章 | 2,859,530 | -17.61 | 1,015,276 | -16.53 | ||||
2025-08-04 | 13F | 翡翠共同基金顾问信托 | 703 | -4.87 | 250 | -3.49 | ||||
2025-08-14 | 13F | 白骑士战略财富顾问有限责任公司 | 4,558 | -14.96 | 1,618 | -13.84 | ||||
2025-08-27 | 13F/A | 普特尼金融集团有限公司 | 5,488 | -0.20 | 1,949 | 1.09 | ||||
2025-08-14 | 13F | 七英里咨询 | 4,795 | -1.48 | 1,702 | -0.18 | ||||
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 | 45,644 | -22.92 | 15,770 | -22.08 | ||||
2025-08-08 | 13F | 林塞尔火车有限公司 | 10,000 | -10.71 | 3,550 | -9.55 | ||||
2025-08-05 | 13F | 百年银行/AR/ | 1,150 | -3.77 | 408 | -2.39 | ||||
2025-07-09 | 13F | 诺曼·菲尔兹 (Norman Fields),Gottscho 资本管理有限责任公司 | 94,893 | -0.30 | 34 | 0.00 | ||||
2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 86,500 | -4.02 | 30,712 | -2.76 | ||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 33,728 | -5.35 | 11,975 | -4.11 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA T. Rowe 价格 VCP 平衡投资组合 3 级 | 26,373 | -4.45 | 9,112 | -3.42 | ||||
2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 69,600 | -0.32 | 24,712 | 0.99 | ||||
2025-08-05 | 13F | 查普曼投资管理有限责任公司 | 28,635 | -0.15 | 10,167 | 1.15 | ||||
2025-08-12 | 13F | JL 班布里奇公司 | 881 | -1.56 | 313 | -0.32 | ||||
2025-07-10 | 13F | 社区信托投资公司 | 113,038 | -0.88 | 40,134 | 0.42 | ||||
2025-08-29 | NP | ESGMX - Mirova 全球可持续股票基金 A 类 | 54,557 | -6.28 | 19,370 | -5.05 | ||||
2025-08-29 | NP | BAFWX - 布朗咨询可持续增长基金机构股 | 1,029,421 | -6.99 | 365,496 | -5.77 | ||||
2025-06-26 | NP | DYNF - 贝莱德美国股票因子轮换 ETF This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 464,282 | -55.97 | 160,409 | -55.50 | ||||
2025-07-16 | 13F | 伊斯托弗投资顾问有限责任公司 | 21,282 | -7.67 | 7,556 | -6.46 | ||||
2025-07-30 | 13F | 第一州际银行 | 3,296 | -3.51 | 1,170 | -2.26 | ||||
2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 配置基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | NP | FADAX - 富达顾问股息增长基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 93,723 | -24.43 | 34,227 | -23.92 | ||||
2025-08-13 | 13F | 万博特联合有限责任公司 | 16,099 | -3.99 | 5,723 | -1.46 | ||||
2025-08-14 | 13F | Peapack Gladstone 金融公司 | 241,966 | -1.07 | 86 | 0.00 | ||||
2025-06-27 | NP | SPGP - 景顺标准普尔 500 GARP ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 99,975 | -19.03 | 34,541 | -18.15 | ||||
2025-07-28 | 13F | Kiker 财富管理有限公司 | 378 | -6.44 | 134 | -4.96 | ||||
2025-08-14 | 13F | 斯皮尔斯算盘顾问有限责任公司 | 24,016 | -0.51 | 8,527 | 0.79 | ||||
2025-08-01 | 13F | 枪证券公司 | 4,696 | -71.23 | 1,674 | -71.08 | ||||
2025-08-08 | 13F | 尼克松皮博迪信托公司 | 2,170 | -9.70 | 770 | -8.55 | ||||
2025-08-06 | 13F | 贸易风有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 定制索引系统有限公司 | 2,880 | -0.55 | 1,023 | 0.79 | ||||
2025-06-26 | NP | USGRX - 增长与收益基金份额 | 69,995 | -10.46 | 24,183 | -9.49 | ||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 200,510 | -3.50 | 71,191 | -2.24 | ||||
2025-08-26 | NP | JHTRX - 摩根大通对冲股票 3 基金 R6 级 | 148,220 | -0.10 | 52,626 | 1.21 | ||||
2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -5,125 | -46.63 | -1,820 | -45.94 | |||
2025-07-24 | 13F | 韦弗资本管理有限公司 | 9,588 | -0.95 | 3,404 | 0.35 | ||||
2025-07-22 | 13F | 综合财务顾问机构有限公司 | 7,034 | -10.11 | 2,497 | -8.94 | ||||
2025-07-25 | 13F | 哈特兰银行信托公司 | 5,306 | -1.32 | 1,884 | -0.05 | ||||
2025-08-05 | 13F | 杰赛普财富管理公司 | 4,602 | -0.56 | 1,634 | 0.74 | ||||
2025-08-08 | 13F | ERTS 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 马赛克家族财富合作伙伴有限公司 | 1,974 | -7.45 | 701 | -6.29 | ||||
2025-07-25 | 13F | 斯通哈奇弗莱明金融服务控股有限公司 | 506,341 | -0.40 | 179,776 | 0.91 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 450,732 | -2.29 | 160,032 | -1.01 | ||||
2025-08-13 | 13F | 亨德肖特投资公司 | 66,927 | -0.35 | 23,762 | 0.96 | ||||
2025-05-30 | NP | PSPTX - PIMCO StocksPLUS 绝对回报基金机构 | 3,260 | -89.57 | 1,142 | -88.44 | ||||
2025-07-28 | NP | CSM - ProShares 大盘核心增强版 | 7,418 | -4.21 | 2,709 | -3.56 | ||||
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 | 820,103 | -0.26 | 283,346 | 0.82 | ||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 1,631,629 | -3.59 | 595,855 | -2.93 | ||||
2025-04-24 | 13F | 温盖特财富顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 沃尔德伦私人财富有限责任公司 | 9,067 | -1.62 | 3,219 | -0.31 | ||||
2025-07-17 | 13F | Enclave 顾问有限公司 | 1,036 | -0.86 | 368 | 0.27 | ||||
2025-07-01 | 13F | 卡伦投资集团有限公司 | 28,545 | -4.99 | 10,135 | -3.74 | ||||
2025-04-28 | 13F | 布芬顿·莫尔·麦克尼尔 | 36,732 | -11.31 | 12,873 | -1.64 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | 617,743 | -5.43 | 216,494 | 4.87 | ||||
2025-05-14 | 13F | 法国农业信贷银行 | Put | 40,000 | -27.27 | 14,018 | -19.35 | |||
2025-07-16 | 13F | 特拉维卡财富有限责任公司 | 2,619 | -0.83 | 930 | 0.54 | ||||
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 | 4,295 | -23.30 | 1,568 | -22.80 | ||||
2025-08-21 | NP | VALIX - 价值线资本增值基金公司 | 22,000 | -15.38 | 7,811 | -14.27 | ||||
2025-08-04 | 13F | 洛克希德马丁投资管理公司 | 21,980 | -6.35 | 7,804 | -5.13 | ||||
2025-07-16 | 13F | 太平洋贤者合伙人有限责任公司 | 4,252 | -8.14 | 1,510 | -6.97 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 社会责任投资组合 IB 类 | 15,978 | -3.02 | 5,673 | -1.75 | ||||
2025-08-14 | 13F | Mbb 公共市场 I Llc | 764 | -18.38 | 271 | -17.38 | ||||
2025-08-04 | 13F | 雷德财富有限责任公司 | 2,294 | -0.26 | 814 | 0.99 | ||||
2025-07-18 | 13F | 自由资本管理公司 | 34,783 | -0.65 | 12,350 | 0.65 | ||||
2025-08-28 | NP | TLGQX - 成长股票基金 | 18,801 | -2.49 | 6,675 | -1.21 | ||||
2025-08-13 | 13F | 霍布斯财富管理有限责任公司 | 948 | -0.42 | 337 | 0.90 | ||||
2025-04-24 | NP | BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage 大盘价值基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,647 | -80.96 | 1,686 | -78.09 | ||||
2025-08-13 | 13F | Wealthedge 投资顾问有限公司 | 2,467 | -2.76 | 876 | -1.46 | ||||
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 | 422,136 | -1.31 | 145,848 | -0.24 | ||||
2025-07-14 | 13F | 清港资产管理有限责任公司 | 33,144 | -0.86 | 11,768 | 0.44 | ||||
2025-08-04 | 13F | 现场和主要银行 | 15,957 | -1.98 | 5,665 | -0.68 | ||||
2025-08-26 | NP | 第一信托可变保险信托 - 第一信托成长实力投资组合 I 类 | 1,408 | -2.56 | 500 | -1.38 | ||||
2025-07-23 | 13F | 科恩资本管理公司 | 37,293 | -0.11 | 13,241 | 1.20 | ||||
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 | 91,336 | -11.81 | 32,429 | -10.65 | ||||
2025-08-04 | 13F | 尖峰财富管理 | 40,678 | -34.70 | 14,415 | -33.97 | ||||
2025-07-30 | 13F | 洛恩·斯坦伯格财富管理公司 | 27,973 | -0.66 | 9,932 | 0.64 | ||||
2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 20,254,657 | -3.38 | 7,191,416 | -2.12 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 10,652 | -1.84 | 3,782 | -0.55 | ||||
2025-08-12 | 13F | 鲍文汉斯公司 | 214,305 | -0.03 | 76,089 | 1.28 | ||||
2025-07-25 | 13F | 赛普拉斯资本集团 | 70,182 | -0.84 | 24,918 | 0.46 | ||||
2025-08-07 | 13F | Meridian 金融合作伙伴有限责任公司 | 8,015 | -2.49 | 3 | 0.00 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 20,474 | -91.03 | 7,269 | -90.91 | ||||
2025-07-15 | 13F | 克罗诺斯财富管理有限责任公司 | 30,636 | -0.04 | 10,877 | 1.28 | ||||
2025-08-14 | 13F | 科维茨投资集团合作伙伴有限责任公司 | 534,657 | -13.79 | 189,830 | -12.66 | ||||
2025-06-24 | NP | QALGX - 联邦 MDT 大盘成长基金 A 类股票 | 133,176 | -1.26 | 46,012 | -0.19 | ||||
2025-08-14 | 13F | 阿万达投资管理私人有限公司有限公司 | 19,250 | -44.51 | 6,835 | -43.78 | ||||
2025-07-29 | 13F | Rockbridge资本管理有限公司 | 15,690 | -0.45 | 5,571 | 0.85 | ||||
2025-08-13 | 13F | 蓝鳍资本公司 | 43,060 | -0.90 | 15,289 | 11.33 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 3,501,063 | -9.61 | 1,242,899 | -6.39 | ||||
2025-06-26 | NP | FIVFX - 富达国际资本增值基金 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 | 164,126 | -4.66 | 56,706 | -3.63 | ||||
2025-08-25 | NP | MBCGX - MassMutual 选择蓝筹成长基金 A 类 | 252,018 | -4.73 | 89,479 | -3.49 | ||||
2025-06-27 | NP | Calamos 全球总回报基金 | 2,165 | -1.86 | 748 | 26.35 | ||||
2025-07-17 | 13F | 皇冠橡树顾问有限责任公司 | 64,673 | -0.23 | 22,962 | 1.07 | ||||
2025-07-17 | 13F | 全球信托资产管理有限责任公司 | 9,477 | -10.89 | 3,365 | -9.74 | ||||
2025-08-05 | 13F | 日内瓦资本管理有限公司 | 7,651 | -3.23 | 2,716 | -1.95 | ||||
2025-08-26 | NP | IGEAX - VY(R) T. Rowe 价格增长股票投资组合类别 ADV | 114,163 | -5.30 | 40,534 | -4.06 | ||||
2025-08-08 | 13F | 投资伙伴有限公司 | 4,599 | -2.77 | 1,633 | -1.51 | ||||
2025-08-26 | NP | IRLAX - Voya RussellTM 大盘成长指数投资组合类别 ADV | 107,913 | -1.00 | 38,315 | 0.30 | ||||
2025-07-16 | 13F | 卡哈巴财富管理公司 | 2,545 | -7.89 | 904 | -6.71 | ||||
2025-08-06 | 13F | 地平线投资服务有限责任公司 | 16,416 | -3.65 | 5,829 | -2.39 | ||||
2025-08-28 | NP | BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,450 | -65.18 | 2,290 | -64.73 | ||||
2025-07-11 | 13F | 格兰特私人财富管理公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | RYSOX - S&P 500 基金 A 类 | 4,877 | -7.09 | 1,732 | -5.87 | ||||
2025-05-29 | NP | IMAYX - Ivy Apollo 多资产收益基金 Y 级 | 2,305 | -8.71 | 808 | 1.13 | ||||
2025-09-09 | 13F | 剑桥金融集团有限责任公司 | 1,517 | -38.13 | 539 | -36.41 | ||||
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 | 4,716 | -20.91 | 1,674 | -19.87 | ||||
2025-08-12 | 13F | 贝莱德公司 | 140,654,301 | -2.55 | 49,939,310 | -1.27 | ||||
2025-07-23 | 13F | Cortland Associates Inc/月 | 170,266 | -0.09 | 60,453 | 1.22 | ||||
2025-07-14 | 13F | Fonder AB 取得进展 | 117,768 | -2.09 | 41,814 | 0.37 | ||||
2025-08-14 | 13F | 维瓦尔第资本管理有限公司 | 22,121 | -1.83 | 7,854 | -0.56 | ||||
2025-07-17 | 13F | ERn 金融有限责任公司 | 1,293 | -75.16 | 459 | -74.84 | ||||
2025-07-22 | NP | GSEW - 高盛等权重美国大盘股 ETF | 6,748 | -2.96 | 2,464 | -2.30 | ||||
2025-06-26 | NP | FCPAX - 富达顾问国际资本增值基金A级 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 424,671 | -3.35 | 146,724 | -2.31 | ||||
2025-07-29 | NP | VWUSX - 先锋美国成长基金投资者股票 | 1,280,520 | -10.33 | 467,633 | -9.71 | ||||
2025-08-13 | 13F | 景顺有限公司 | 10,615,070 | -1.02 | 3,768,880 | 0.28 | ||||
2025-07-23 | 13F | 城堡石财富管理有限责任公司 | 11,756 | -7.51 | 4,150 | -5.36 | ||||
2025-07-24 | 13F | 全面财富规划与管理有限公司 | 1,672 | -3.91 | 594 | -2.63 | ||||
2025-08-12 | 13F | 新世界顾问有限责任公司 | 3,441 | -8.34 | 1,222 | -7.15 | ||||
2025-08-22 | NP | MGQIX - 全球可持续产品组合 I 类 | 6,089 | -13.95 | 2,162 | -12.83 | ||||
2025-08-12 | 13F | 维斯特资本有限公司 | 3,990 | -89.97 | 0 | -100.00 | ||||
2025-07-25 | 13F | 奥菲投资资产管理公司 | 151,140 | -5.34 | 45,715 | -11.75 | ||||
2025-08-13 | 13F | 阿尔科斯塔资本管理公司 | 13,960 | -0.43 | 4,956 | 0.88 | ||||
2025-06-18 | NP | NWAYX - 全国GQG美国优质股票基金鹰级 | 9,371 | -45.24 | 3,238 | -44.66 | ||||
2025-07-29 | NP | SPIAX - Invesco S&p 500 指数基金 A 类 | 119,573 | -0.35 | 43,667 | 0.34 | ||||
2025-07-24 | 13F | 福尔格·诺兰·弗莱明·道格拉斯资本管理公司 | 55,473 | -1.23 | 19,696 | 0.06 | ||||
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 | 188,888 | -0.63 | 67,065 | 0.67 | ||||
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 | 28,083 | -30.09 | 9,703 | -29.34 | ||||
2025-07-29 | NP | Voya 全球优势及优质机会基金 | 2,615 | -4.91 | 955 | -4.31 | ||||
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 | 11,611 | -5.63 | 4,012 | -4.61 | ||||
2025-07-31 | 13F | DDD 合作伙伴有限责任公司 | 3,642 | -0.05 | 1,293 | 1.25 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 增长指数基金 2 级 | 34,865 | -2.21 | 12,379 | -0.93 | ||||
2025-05-09 | 13F | 海德兰兹技术有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 飞轮私人财富有限责任公司 | 786 | -23.84 | 279 | -22.71 | ||||
2025-08-05 | 13F | 王朝财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | Call | 14,000 | -79.56 | 4,971 | -79.30 | |||
2025-07-16 | 13F | Pictet & Cie(欧洲)SA | 582,321 | -1.73 | 206,753 | -0.44 | ||||
2025-07-10 | 13F | Stonekeep 投资有限责任公司 | 603 | -0.82 | 214 | 0.47 | ||||
2025-08-11 | 13F | 莫林财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 3,006 | -2.53 | 1,067 | -1.20 | ||||
2025-09-09 | 13F | NWF咨询服务公司 | Call | 0 | -100.00 | 0 | ||||
2025-07-24 | NP | SUSL - iShares ESG MSCI 美国领先 ETF | 57,394 | -5.94 | 20,960 | -5.30 | ||||
2025-07-16 | 13F | 肯尼迪投资集团 | 4,574 | -0.24 | 1,624 | 1.12 | ||||
2025-07-25 | 13F | 里程碑 Administradora de Recursos Ltda。 | 7,905 | -50.00 | 2,807 | -49.35 | ||||
2025-07-17 | 13F | 阿尔特斯财富管理有限责任公司 | 571 | -17.37 | 203 | -16.53 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 1,550 | -3.06 | 522 | -2.98 | ||||
2025-07-25 | 13F | 西北资本管理公司 | 301 | -5.05 | 107 | -4.50 | ||||
2025-08-01 | 13F | 华侨银行 | 75,557 | -19.62 | 26,810 | -18.60 | ||||
2025-05-08 | 13F | Invictus 私人财富有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
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 | 4,471 | -68.98 | 1,587 | -68.58 | ||||
2025-08-11 | 13F | 米尔溪资本顾问有限责任公司 | 8,918 | -3.94 | 3,166 | -2.67 | ||||
2025-08-28 | NP | SPGSX - State Street Premier Growth 股票 VIS 基金 1 类股票 | 2,660 | -3.17 | 944 | -1.87 | ||||
2025-05-14 | 13F | 霍布斯集团顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 布朗资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 卡希尔财务顾问公司 | 4,327 | -7.52 | 1,536 | -6.28 | ||||
2025-04-30 | 13F | 杜普雷金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-29 | 13F | 佩森公司 | 408,604 | -0.06 | 143,199 | 10.82 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 156,190 | -1.70 | 55,455 | -0.41 | ||||
2025-08-25 | NP | PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 大盘 S&P 500 指数账户 1 类 | 80,164 | -6.60 | 28,462 | -5.37 | ||||
2025-06-25 | NP | MNCCX - Pro-Blend(R) 保守术语系列 L 级 | 4,398 | -18.63 | 1,520 | -17.76 | ||||
2025-08-15 | 13F | 战略投资顾问/MI | 3,742 | -6.26 | 1,321 | -5.65 | ||||
2025-07-23 | 13F | 家族遗产公司 | 16,735 | -2.19 | 5,942 | -0.92 | ||||
2025-08-11 | 13F | MainStreet 投资顾问有限责任公司 | 19,172 | -3.08 | 6,807 | -1.80 | ||||
2025-08-26 | NP | AUXAX - 奥克斯焦点基金A股 | 29,000 | -1.02 | 10,296 | 0.27 | ||||
2025-05-14 | 13F | 资本基金管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | 哈钦斯和克莱默投资管理集团有限责任公司 | 3,169 | -7.07 | 1,126 | -5.77 | ||||
2025-06-30 | NP | ALTL - Pacer Lunt 大盘交流发电机 ETF | 3,810 | -59.52 | 1,316 | -47.36 | ||||
2025-07-07 | 13F | Nova财富管理有限公司 | 1,323 | -17.83 | 470 | -16.70 | ||||
2025-08-07 | 13F | 布里奥顾问有限责任公司 | 2,917 | -1.78 | 1,036 | -0.48 | ||||
2025-08-07 | 13F | 雅绅特资本管理有限公司 | 14,711 | -1.55 | 5,223 | -0.25 | ||||
2025-07-28 | NP | VSRDX - 美国社会责任基金 | 40,765 | -35.78 | 14,887 | -35.35 | ||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Etesian 财富顾问公司 | 5,486 | -2.07 | 1,948 | -0.82 | ||||
2025-07-25 | NP | AGTHX - 美国 A 类成长基金 | 8,520,635 | -0.08 | 3,111,651 | 0.60 | ||||
2025-07-10 | 13F | 卢森堡银行 | 34,433 | -0.20 | 12,067 | -0.20 | ||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 600,332 | -1.41 | 213,148 | -0.12 | ||||
2025-08-06 | 13F | 普莱斯资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-23 | 13F | 阿布舍尔财富管理有限公司 | 88,761 | -0.50 | 31,515 | 0.80 | ||||
2025-07-22 | 13F/A | HS 管理合作伙伴有限责任公司 | 39,630 | -46.64 | 14,071 | -45.94 | ||||
2025-07-24 | 13F | 科珀温德金融有限责任公司 | 4,576 | -13.82 | 1,625 | -12.74 | ||||
2025-07-17 | 13F | Claris Advisors, Llc / 莫 / | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 磁石财富管理有限责任公司 | 5,884 | -3.89 | 2,089 | -2.61 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 48,504 | -9.94 | 17,221 | -8.76 | ||||
2025-08-12 | 13F | 佩蒂约翰伍德与怀特公司 | 6,640 | -0.09 | 2,358 | 1.20 | ||||
2025-06-26 | NP | TIGRX - TIAA-CREF 增长与收入基金机构类别 | 291,954 | -25.61 | 100,870 | -24.81 | ||||
2025-07-23 | 13F | 富通顾问有限责任公司 | 1,395 | -11.15 | 495 | -10.00 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/s&p 4 基金 (a) | 255,057 | -4.14 | 90,558 | -2.88 | ||||
2025-07-24 | 13F | MSH资本顾问有限公司 | 5,976 | -1.32 | 2,122 | -0.05 | ||||
2025-08-14 | 13F | Worldquant Millennium Advisors Llc | 186,502 | -44.41 | 66,218 | -43.68 | ||||
2025-04-11 | 13F | 戴维斯资本管理公司 | 6,754 | -0.07 | 2,367 | 10.81 | ||||
2025-08-14 | 13F | Nfj 投资集团有限公司 | 28,047 | -51.94 | 9,958 | -51.32 | ||||
2025-07-22 | 13F | LGT基金管理有限公司 | 107,659 | -8.55 | 38,224 | -7.35 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 1,607,656 | -2.21 | 570,798 | -0.93 | ||||
2025-07-24 | 13F | 科伦特资本管理公司 | 75,179 | -0.31 | 26,692 | 1.00 | ||||
2025-08-13 | 13F | Grantvest金融集团有限公司 | 1,005 | -4.74 | 357 | -3.52 | ||||
2025-08-11 | 13F | 瑞特资本合伙公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | RWGFX - RiverPark/Wedgewood 基金零售类 | 4,219 | -40.48 | 1,498 | -39.73 | ||||
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 | 82,283 | -6.38 | 29,215 | -5.16 | ||||
2025-07-21 | 13F | J. Safra Sarasin 控股公司 | 56,377 | -29.82 | 19,886 | -28.97 | ||||
2025-08-14 | 13F | 迈尔斯电力公司 | 794,996 | -3.53 | 282,263 | -2.27 | ||||
2025-05-30 | NP | PTSOX - PIMCO RAE PLUS 国际基金 A 类 | 278 | -80.57 | 97 | -78.54 | ||||
2025-06-26 | NP | NEWFX - 新世界基金公司 A 类 | 664,847 | -27.05 | 229,705 | -26.27 | ||||
2025-07-24 | 13F | 高尔文、高斯塔和斯坦有限责任公司 | 59,228 | -26.30 | 21,029 | -25.34 | ||||
2025-08-27 | NP | 高级系列信托 - Ast T. Rowe 定价大盘成长投资组合 | 482,343 | -0.39 | 171,256 | 0.91 | ||||
2025-07-30 | 13F | 城堡财富管理有限公司 | 4,223 | -1.52 | 1,499 | -0.20 | ||||
2025-08-13 | 13F | 黑钻财富管理公司 | 2,394 | -4.28 | 851 | -3.41 | ||||
2025-08-04 | 13F | ELCO管理有限公司 | 864 | -5.47 | 307 | -4.37 | ||||
2025-08-06 | 13F | SNS 金融集团有限责任公司 | 1,494 | -0.53 | 530 | 0.76 | ||||
2025-07-29 | 13F | 应用金融资本管理有限责任公司 | 18,372 | -9.71 | 6,523 | -8.54 | ||||
2025-07-24 | 13F | 活橡树投资伙伴 | 5,354 | -1.85 | 1,901 | -0.52 | ||||
2025-08-14 | 13F | NCP 公司 | 646 | -34.01 | 229 | -33.24 | ||||
2025-05-15 | 13F | CSS 有限公司/il | Put | 0 | -100.00 | 0 | ||||
2025-08-29 | NP | OPTZ-优化策略指数ETF | 1,064 | -0.56 | 378 | 0.80 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP Loomis Sayles 全球增长基金标准级 | 25,280 | -5.27 | 8,976 | -4.03 | ||||
2025-05-15 | 13F | 原子投资者有限合伙人 | 0 | -100.00 | 0 | |||||
2025-05-27 | NP | 高盛可变保险信托 - 高盛大型价值基金机构 | 11,536 | -3.07 | 4,043 | 7.47 | ||||
2025-07-18 | 13F | 中西部金融集团有限责任公司 | 1,709 | -2.12 | 607 | -0.82 | ||||
2025-07-18 | 13F | 福布斯律师事务所 | 65,739 | -0.15 | 23,341 | 1.16 | ||||
2025-08-22 | NP | SDGAX - DWS资本成长基金A类 | 90,737 | -1.19 | 32,216 | 0.11 | ||||
2025-07-28 | 13F | 传承财富管理公司/CA/ | 785 | -1.26 | 279 | 0.00 | ||||
2025-07-17 | 13F | 新约信托公司,北美 | 2,048 | -1.68 | 714 | -0.14 | ||||
2025-06-25 | NP | FundVantage Trust - Polen 成长与收入基金机构类别 | 595 | -5.85 | 206 | -5.09 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/Loomis Sayles 成长投资组合 IB 类 | 101,230 | -3.22 | 35,942 | -1.95 | ||||
2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 182 | -17.65 | 65 | -16.88 | ||||
2025-07-29 | 13F | 国际资产投资管理有限公司 | 36,747 | -1.98 | 13,047 | -0.70 | ||||
2025-07-29 | NP | VGWAX - 先锋全球惠灵顿基金海军上将股票 | 34,083 | -0.17 | 12,447 | 0.52 | ||||
2025-08-26 | NP | PRISX - T. Rowe Price 金融服务基金公司 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 | 221,772 | -5.70 | 78,740 | -4.46 | ||||
2025-08-07 | 13F | NS合作伙伴有限公司 | 164,451 | -3.56 | 58,388 | -2.29 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 1,541 | -6.38 | 547 | -5.03 | ||||
2025-08-05 | 13F | 子午线管理公司 | 10,945 | -25.95 | 3,781 | -27.01 | ||||
2025-08-14 | 13F | 特洛伊资产管理有限公司 | 1,386,290 | -1.86 | 492,202 | -0.58 | ||||
2025-07-25 | NP | NEIAX - 哥伦比亚大盘指数基金 A 类 | 105,371 | -1.94 | 38,480 | -1.26 | ||||
2025-08-13 | 13F | 美国投资服务公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | JP Marvel 投资顾问有限公司 | 62,972 | -0.04 | 22,358 | 1.27 | ||||
2025-04-28 | 13F | 品尼高金融合作伙伴公司 | 430,190 | -0.18 | 144,160 | 12.37 | ||||
2025-08-08 | 13F | 阿瓦隆信托公司 | 168,576 | -1.68 | 59,853 | -0.39 | ||||
2025-08-26 | NP | EVUAX - 富国银行公用事业和电信基金 A 类 | 13,958 | -6.88 | 4,956 | -5.67 | ||||
2025-07-30 | 13F | 沃瑟私人财富有限责任公司 | 2,724 | -4.92 | 967 | -3.69 | ||||
2025-08-14 | 13F | 亚里士多德大西洋合作伙伴有限公司 | 341,432 | -3.02 | 121,225 | -1.75 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 795,929 | -5.46 | 283 | -4.41 | ||||
2025-07-15 | 13F | 伦巴底奥迪尔 SCmA 公司 | 1,032,305 | -0.65 | 366,520 | 0.66 | ||||
2025-07-24 | 13F | 财富之星顾问有限公司 | 568 | -17.56 | 202 | -16.60 | ||||
2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 62,050 | -4.61 | 22,031 | -3.37 | ||||
2025-07-24 | 13F | 石桥金融集团有限公司 | 2,030 | -0.68 | 721 | 0.56 | ||||
2025-07-31 | 13F | 普伦蒂斯财富管理有限责任公司 | 4,618 | -9.15 | 1,640 | -7.97 | ||||
2025-08-11 | 13F | 百富金融集团有限责任公司 | 2,008 | -36.80 | 713 | -36.03 | ||||
2025-08-11 | 13F | 艾奇穆尔投资顾问公司 | 60,341 | -2.49 | 21,424 | -1.21 | ||||
2025-08-26 | NP | 主投资组合 - 大盘指数主投资组合 | 1,050,989 | -4.82 | 373,154 | -3.57 | ||||
2025-07-28 | 13F | Triton 财富管理公司 | 1,211 | -5.17 | 429 | 9.74 | ||||
2025-08-14 | 13F | 间隔合伙人有限合伙人 | Call | 0 | -100.00 | 0 | ||||
2025-08-15 | NP | Guardian 可变产品信托 - Guardian 战略大盘核心 VIP 基金 | 12,450 | -6.18 | 4,420 | -4.95 | ||||
2025-07-09 | 13F | 第一银行与信托 | 4,044 | -0.12 | 1,436 | 1.13 | ||||
2025-08-26 | NP | JEPAX - 摩根大通股票溢价收入基金 A 类 | 290,279 | -5.37 | 103,064 | -4.13 | ||||
2025-08-12 | 13F | 理查德·W·保罗联合有限责任公司 | 1,549 | -0.39 | 550 | 0.92 | ||||
2025-08-14 | 13F | 伊尔马里宁互助养老金保险公司 | 317,660 | -2.01 | 113 | -0.88 | ||||
2025-04-28 | 13F | WS 投资组合咨询有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-28 | 13F | 班克里克资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | 团队合作财务顾问有限责任公司 | 6,687 | -5.96 | 2,376 | -4.70 | ||||
2025-08-12 | 13F | Cornerstone Select Advisors, LLC | 3,515 | -0.11 | 1,248 | 1.22 | ||||
2025-07-18 | 13F | 中银香港资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | Allianzgi Nfj 股息、利息和溢价策略基金 | 29,180 | -14.68 | 10,082 | -13.76 | ||||
2025-08-04 | 13F | AlphaStar 资本管理有限责任公司 | 15,036 | -2.61 | 5,338 | -1.33 | ||||
2025-04-24 | 13F | 太平洋环球投资管理公司 | 923 | -15.32 | 324 | -6.10 | ||||
2025-08-13 | 13F | 哈夫斯特联合公司 | 8,893 | -15.19 | 3,157 | -14.07 | ||||
2025-08-13 | 13F | 河公园顾问有限责任公司 | 10,061 | -23.12 | 3,572 | -22.11 | ||||
2025-08-27 | NP | BBTLX - Bridge Builder 税务管理大盘基金 | 319,096 | -1.13 | 113,295 | 0.17 | ||||
2025-08-14 | 13F | Meridiem资本合伙公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 哈里斯联合有限合伙人 | 773,849 | -7.66 | 274,755 | -6.45 | ||||
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 | 259,748 | -1.59 | 89,743 | -0.53 | ||||
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 | 26,772 | -34.38 | 9,505 | -33.52 | ||||
2025-07-16 | 13F | 传奇财务顾问公司 | 301 | -81.85 | 107 | -81.76 | ||||
2025-08-28 | NP | SLGAX - SIMT 大盘基金 F 类 | 68,040 | -23.93 | 24,158 | -22.94 | ||||
2025-05-02 | 13F | 德拉沃湾有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Unisphere成立 | 1,108,100 | -15.29 | 393,431 | -14.18 | ||||
2025-08-28 | NP | MUXAX - Victory S&P 500 指数基金 A 类 | 8,630 | -2.87 | 3,064 | -1.57 | ||||
2025-08-18 | 13F | 1248 管理有限责任公司 | 5,081 | -2.68 | 1,804 | -1.37 | ||||
2025-08-08 | 13F | Intrua 金融有限责任公司 | 2,747 | -3.38 | 975 | -2.11 | ||||
2025-03-31 | NP | JTKRX - 约翰汉考克全球主题机会基金 R6 级 | 7,278 | -70.16 | 2,488 | -64.82 | ||||
2025-08-18 | NP | 太平洋精选基金 - PD 大盘成长指数投资组合 P 类 | 62,252 | -17.03 | 22,103 | -15.95 | ||||
2025-05-15 | 13F | 奥比斯艾伦格雷有限公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | DSPIX - 纽约梅隆银行机构 S&P 500 股票指数基金 I 类 | 51,679 | -9.35 | 17,855 | -8.37 | ||||
2025-05-13 | 13F | CacheTech 公司 | 621 | -2.20 | 218 | 8.50 | ||||
2025-08-26 | NP | BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - 初始股 | 114,802 | -1.48 | 40,760 | -0.19 | ||||
2025-08-07 | 13F | 霍斯金合伙人律师事务所 | 31,620 | -1.90 | 11,227 | -0.62 | ||||
2025-06-30 | 13F | 沙特基础工业公司养老基金 | 14,500 | -12.65 | 5 | 0.00 | ||||
2025-08-14 | 13F | 威廉姆斯琼斯财富管理有限责任公司。 | 1,104,508 | -1.24 | 392,156 | 0.05 | ||||
2025-05-13 | 13F | 全球视野资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | 马特恩财富管理有限责任公司 | 10,340 | -0.03 | 3,671 | 1.30 | ||||
2025-08-11 | 13F | 绿地资本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 绗缝公司 | 760,816 | -0.85 | 270,128 | 0.45 | ||||
2025-07-29 | 13F | Koa 财富管理有限公司 | 9,401 | -0.37 | 3,338 | 0.94 | ||||
2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 1,471,021 | -1.30 | 522 | 0.00 | ||||
2025-08-14 | 13F | 维京全球投资有限责任公司 | 1,620,722 | -23.73 | 575,437 | -22.74 | ||||
2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,095 | -73.62 | 1,809 | -73.29 | ||||
2025-06-18 | NP | GGEAX - 全国全球可持续股票基金 A 类 | 8,734 | -3.30 | 3,018 | -2.27 | ||||
2025-07-10 | 13F | Waypoint 财富合作伙伴公司 | 1,113 | -2.54 | 395 | -1.25 | ||||
2025-07-23 | 13F | 司法部有限责任公司 | 10,967 | -15.27 | 3,667 | -19.14 | ||||
2025-07-31 | 13F | 华盛顿信托顾问公司 | 143,503 | -0.69 | 50,951 | 0.61 | ||||
2025-06-30 | NP | GGEFX - Summitry 股票基金 | 8,802 | -33.35 | 3,041 | -32.63 | ||||
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 | 103 | -32.24 | 36 | -31.37 | ||||
2025-08-19 | 13F | 开普投资咨询公司 | 5,030 | -10.00 | 1,786 | -8.84 | ||||
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 | 225 | -34.21 | 78 | -33.62 | ||||
2025-04-25 | 13F | 情报驱动顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | 富兰克林街顾问公司 /nc | 1,161 | -10.97 | 0 | |||||
2025-08-04 | 13F | B&l 资产管理有限公司 | 4,052 | -4.79 | 1,439 | -3.55 | ||||
2025-06-25 | NP | MNMCX - Pro-Blend(R) 中期系列 L 级 | 8,714 | -24.40 | 3,011 | -23.58 | ||||
2025-07-10 | 13F | 宾夕法尼亚州钱伯斯堡农商信托公司 | 11,940 | -0.38 | 4 | 0.00 | ||||
2025-05-08 | 13F | FSA 顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | 梯度投资有限责任公司 | 145,123 | -4.09 | 51,526 | -2.83 | ||||
2025-07-30 | 13F | 康纳斯投资者服务公司 | 43,363 | -1.29 | 15,393 | 0.08 | ||||
2025-08-12 | 13F | 福国相互人寿保险公司 | 63,488 | -0.20 | 22,541 | 1.11 | ||||
2025-07-28 | NP | AVLV - Avantis 美国大盘价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 105,305 | -58.43 | 38,456 | -58.15 | ||||
2025-08-26 | NP | IGHSX - Voya 全球股票投资组合 S 级 | 8,184 | -3.23 | 2,906 | -1.96 | ||||
2025-07-14 | 13F | 斯特林集团财富管理有限责任公司 | 1,361 | -0.95 | 483 | 0.42 | ||||
2025-07-17 | 13F | Tritonpoint 财富有限公司 | 61,561 | -3.84 | 21,857 | -2.58 | ||||
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 | 2,841 | -12.61 | 982 | -11.70 | ||||
2025-08-04 | 13F | 奎克财富管理有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-06 | 13F | 吉纳斯资本管理公司 | 43,782 | -6.97 | 15,545 | -5.75 | ||||
2025-08-07 | 13F | 阿尔法立方投资有限责任公司 | 72,067 | -2.31 | 25,588 | -1.03 | ||||
2025-07-30 | NP | FUSIX - 富达国际基金战略顾问 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 297,764 | -0.87 | 108,740 | -0.19 | ||||
2025-08-05 | 13F | Palogic 价值管理有限合伙人 | 2,417 | -7.64 | 858 | -6.43 | ||||
2025-05-15 | 13F | 人力投资有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | LGLV - SPDR SSGA 美国大盘低波动指数 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 | 21,101 | -5.88 | 7,492 | -4.65 |