机构和基金投资人持股 - 卖家
此页面显示在上一个报告期内减持或平仓的机构、基金和大股东红色行表示平仓。点击链接图标查看完整的交易历史记录。
升级以解锁高级数据。
文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-26 | NP | IWS - iShares Russell 中盘价值 ETF | 41,258 | -11.23 | 8,118 | 3.96 | ||||
2025-08-04 | 13F | 联合银行 | 13,119 | -2.05 | 3 | 0.00 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 7,394 | -11.53 | 1,455 | 3.56 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 8,754 | -4.60 | 1,723 | 11.75 | ||||
2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 79 | -35.25 | 16 | -25.00 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 17,619 | -2.54 | 3,467 | 14.13 | ||||
2025-08-01 | 13F | 第一指挥咨询服务公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 22 | -81.82 | 4 | -80.00 | ||||
2025-07-25 | 13F | 优素福资本管理有限公司 | 10,342 | -4.52 | 2,035 | 11.76 | ||||
2025-07-17 | 13F | 绿叶信托 | 1,776 | -1.44 | 349 | 15.56 | ||||
2025-08-14 | 13F | 魁北克储蓄银行 | 2,347 | -83.12 | 462 | -80.26 | ||||
2025-08-26 | NP | 纽约梅隆银行投资组合 - 中型股股票投资组合 - 初始股 | 1,887 | -6.45 | 371 | 21.64 | ||||
2025-08-28 | NP | IJJ - iShares S&P Mid-Cap 400 价值 ETF | 93,276 | -4.00 | 18,354 | 12.42 | ||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 4,641 | -2.38 | 913 | 14.41 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 14,239 | -1.15 | 3 | 0.00 | ||||
2025-06-26 | NP | FZFLX - 富达 SAI 中小盘 500 指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,895 | -13.42 | 1,142 | -23.66 | ||||
2025-08-11 | 13F | 联合资本财务顾问有限公司 | 1,191 | -41.53 | 234 | -31.58 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 1,336 | -19.18 | 263 | -5.42 | ||||
2025-04-29 | 13F | 伍德塔弗金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 基尔坦合伙人律师事务所 | 300,114 | -7.83 | 59,053 | 7.93 | ||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 14,138 | -6.12 | 2,782 | 9.92 | ||||
2025-08-14 | 13F | 采石场LP | 320 | -22.14 | 63 | -10.14 | ||||
2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 3,140 | -1.57 | 618 | 15.11 | ||||
2025-07-11 | 13F | 韦奇资本管理有限公司/NC | 8,502 | -0.37 | 1,673 | 16.68 | ||||
2025-04-25 | NP | VBCVX - 系统价值基金 | 7,212 | -51.25 | 1,232 | -55.59 | ||||
2025-08-12 | 13F | 布兰迪万全球投资管理有限公司 | 75,336 | -1.25 | 14,824 | 15.63 | ||||
2025-08-28 | NP | SRVEX - 胜利多元化股票基金A级 | 15,550 | -5.65 | 3,060 | 10.47 | ||||
2025-06-26 | NP | FZIPX - 富达零扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 8,752 | -0.71 | 1,450 | -12.50 | ||||
2025-08-14 | 13F | 长荣资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 661,569 | -4.62 | 130,177 | 11.70 | ||||
2025-08-11 | 13F | 波林资本管理有限责任公司 | 18,392 | -0.07 | 3,619 | 17.01 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值指数投资组合 IB 类 | 860 | -13.22 | 169 | 1.81 | ||||
2025-08-04 | 13F | 顾问股份投资有限责任公司 | 2,395 | -14.46 | 471 | -0.63 | ||||
2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 28,342 | -0.14 | 4,694 | -12.00 | ||||
2025-08-11 | 13F | 先锋集团公司 | 2,812,114 | -6.09 | 553,340 | 9.97 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 2,128 | -1.07 | 358 | -10.08 | ||||
2025-05-28 | NP | VSTCX - 先锋战略小型股票基金投资者股票 | 27,297 | -57.37 | 4,587 | -61.27 | ||||
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 | 19,266 | -2.99 | 3,191 | -14.50 | ||||
2025-05-30 | NP | TQMVX - T. Rowe Price QM 美国价值股票基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | 加拉赫资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | Short | -2,121 | 30.04 | -417 | 52.19 | |||
2025-08-11 | 13F | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-03-27 | NP | RETSX - 税收管理的美国大盘基金 S 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 北礁资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 阿蒙迪 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 纽约梅隆银行 | 255,779 | -7.71 | 50,330 | 8.07 | ||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 加贝利基金有限责任公司 | 2,383 | -10.72 | 469 | 4.46 | ||||
2025-06-24 | NP | FMDCX - 联合中型股指数基金服务股票 | 2,770 | -0.61 | 459 | -12.43 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 多因素美国股票基金 (I) | 4,855 | -12.95 | 955 | 1.92 | ||||
2025-07-30 | NP | SPMIX - 标普中盘指数基金直接股票 | 1,059 | -5.87 | 186 | -3.12 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 犹他州退休系统 | 1,477 | -7.69 | 291 | 8.21 | ||||
2025-08-11 | 13F | 威尔金森全球资产管理有限公司 | 1,065 | -66.72 | 210 | -61.08 | ||||
2025-06-30 | NP | PTMC - Pacer Trendpilot 美国中盘 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-29 | NP | EZM - WisdomTree 美国中型股基金 不适用 | 16,752 | -0.23 | 3,296 | 16.84 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 55,000 | -6.14 | 10,822 | 9.91 | ||||
2025-07-28 | 13F | 布林莫尔信托公司 | 251 | -1.95 | 49 | 13.95 | ||||
2025-06-23 | NP | MLPIX - 中型价值深度投资者类别 | 36 | -93.92 | 6 | -95.50 | ||||
2025-05-08 | 13F | 诺斯罗克合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 8,529 | -7.30 | 1,678 | 8.54 | ||||
2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 2,662 | -2.10 | 1 | |||||
2025-08-04 | 13F | 阿特里亚投资有限公司 | 0 | -100.00 | 0 | |||||
2025-05-06 | 13F | Proficio 资本合作伙伴有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 21,235 | -8.05 | 4,178 | 7.68 | ||||
2025-08-14 | 13F | 富国银行/百万 | 51,394 | -2.12 | 10,113 | 14.62 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 8,000 | -2.44 | 1,574 | 14.31 | ||||
2025-07-28 | NP | UMDD - ProShares UltraPro MidCap400 | 167 | -36.02 | 29 | -34.09 | ||||
2025-07-16 | 13F | 阿拉斯加州税务部 | 18,205 | -1.25 | 4 | 0.00 | ||||
2025-05-15 | 13F | 野村控股公司 | 0 | -100.00 | 0 | |||||
2025-05-29 | NP | CSF - VictoryShares US Discovery 增强波动性 Wtd ETF | 494 | -24.00 | 83 | -30.83 | ||||
2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 199 | -1.49 | 39 | 18.18 | ||||
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 | 1,451 | -50.19 | 255 | -48.69 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 4,445 | -9.38 | 875 | 6.07 | ||||
2025-08-14 | 13F | HRT金融有限责任公司 | 9,420 | -65.86 | 2 | -75.00 | ||||
2025-07-28 | 13F | 纽约州教师退休制度 | 36,813 | -0.77 | 7 | 16.67 | ||||
2025-07-29 | 13F | 舒伯特公司 | 2,197 | -30.69 | 432 | -18.80 | ||||
2025-08-28 | NP | SMMD - iShares Russell 2500 ETF | 6,592 | -5.08 | 1,297 | 11.23 | ||||
2025-07-25 | NP | RPMMX - Reinhart 中型 PMV 基金投资者类别 | 20,730 | -5.47 | 3,648 | -2.62 | ||||
2025-06-25 | NP | PESPX - 纽约梅隆中型股指数基金公司投资者股票 | 14,099 | -6.21 | 2,335 | -17.35 | ||||
2025-07-14 | 13F | 海景资本管理公司 | 16,737 | -0.02 | 3 | 50.00 | ||||
2025-05-14 | 13F | 卡洛丁资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Optiver控股有限公司 | 27 | -20.59 | 5 | 0.00 | ||||
2025-04-29 | NP | PSCNX - Penn Capital 特殊情况小型股股票基金机构类别 | 3,414 | -22.86 | 583 | -29.76 | ||||
2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 12,457 | -2.37 | 2,451 | 14.32 | ||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | GABF - Gabelli 金融服务机会 ETF | 2,133 | -11.82 | 420 | 3.20 | ||||
2025-08-27 | NP | RYMDX - 中型股 1.5 倍策略基金 H 级 | 84 | -11.58 | 17 | 6.67 | ||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 2,308 | -4.90 | 454 | 11.55 | ||||
2025-08-13 | 13F | 连续咨询有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Cadent 资本顾问有限公司 | 1,184 | -16.03 | 233 | -1.69 | ||||
2025-08-27 | NP | RYDEX 可变信托 - 中型股 1.5 倍策略基金可变年金 | 24 | -17.24 | 5 | 0.00 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 8,400 | -3.10 | 1,653 | 13.46 | ||||
2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 13,361 | -1.15 | 2,213 | -12.91 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 11,947 | -6.63 | 2,348 | 9.62 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL 中型股指数基金 2 级 | 4,888 | -2.77 | 962 | 13.86 | ||||
2025-07-23 | NP | VVJEX - Voya VACS系列MCV基金 | 1,014 | -10.90 | 178 | -8.25 | ||||
2025-05-09 | 13F | 海德兰兹技术有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 北方信托公司 | 335,151 | -13.01 | 65,948 | 1.86 | ||||
2025-06-30 | NP | OWLLX - 钱宁内在价值小盘基金机构类别 | 1,284 | -20.50 | 213 | -30.03 | ||||
2025-06-27 | NP | MIDU - Direxion 每日中型股牛市 3 倍股 | 505 | -26.49 | 84 | -35.66 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | JMEE - 摩根大通市场扩张增强型股票 ETF | 26,517 | -14.86 | 5,218 | -0.31 | ||||
2025-08-12 | 13F | XTX Topco有限公司 | 12,013 | -18.25 | 2,364 | -4.29 | ||||
2025-07-11 | 13F | CX 机构 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | BBVLX - Bridge Builder 大盘价值基金 | 50,299 | -0.46 | 9,897 | 16.57 | ||||
2025-07-29 | NP | VFVA - Vanguard US Value Factor ETF ETF 股票 | 3,175 | -60.69 | 559 | -59.54 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 7,939 | -0.44 | 1,562 | 16.65 | ||||
2025-08-29 | NP | STXK-Strive 小型股 ETF | 841 | -4.54 | 165 | 11.49 | ||||
2025-05-08 | 13F | LGT 财务顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 恒线顾问公司 | 78,601 | -3.98 | 15,466 | 12.45 | ||||
2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 438,857 | -2.56 | 86,354 | 14.10 | ||||
2025-08-28 | NP | MNNAX - Victory Munder 多股基金 A 类 | 24,300 | -3.95 | 4,782 | 12.47 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 24,818 | -4.84 | 5 | 0.00 | ||||
2025-06-25 | NP | HSMV - First Trust Horizon 管理波动性中小型 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 | 487 | -36.09 | 81 | -44.06 | ||||
2025-03-27 | NP | RECS - 哥伦比亚研究增强型核心 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | 联合服务汽车协会 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | MDYG - SPDR(R) S & P 400 中型成长 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,286 | -20.67 | 3,401 | -7.10 | ||||
2025-08-29 | NP | JVMAX - 约翰汉考克纪律价值中盘基金 A 类 | 815,907 | -2.04 | 160,546 | 14.72 | ||||
2025-08-28 | NP | ONEV - SPDR Russell 1000 低波动性焦点 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,677 | -33.17 | 920 | -21.70 | ||||
2025-05-14 | 13F | 柏瑞投资有限公司 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | VRNIX - Vanguard Russell 1000 指数基金机构股票 | 4,342 | -5.32 | 764 | -2.43 | ||||
2025-03-27 | NP | FCEUX - 富兰克林美国核心股票 (IU) 基金顾问 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/400 管理波动性投资组合 IB 级 | 6,672 | -17.20 | 1,313 | -3.03 | ||||
2025-05-28 | NP | LLPFX - Longleaf Partners 基金 | 326,197 | -25.89 | 54,811 | -32.66 | ||||
2025-08-27 | NP | 俄亥俄国家基金公司 - S&P MidCap 400® 指数投资组合 | 5,158 | -4.83 | 1,015 | 11.43 | ||||
2025-07-30 | 13F | 惠蒂尔信托公司 | 190 | -41.54 | 37 | -31.48 | ||||
2025-08-28 | NP | GMLGX - GuideMark(R) 大盘核心基金服务股票 | 1,187 | -69.83 | 234 | -64.75 | ||||
2025-08-26 | NP | TRMNX - T. Rowe Price 中盘指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,607 | -7.38 | 316 | 8.59 | ||||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 49 | -52.88 | 10 | -47.06 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 990 | -1.00 | 174 | 2.35 | ||||
2025-07-16 | 13F | 弗吉尼亚退休系统等 | 0 | -100.00 | 0 | |||||
2025-06-03 | 13F | 投资有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | 遗产财富资产管理有限责任公司 | 3,864 | -1.20 | 760 | 15.68 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 35,877 | -32.14 | 7,060 | -20.54 | ||||
2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 18,482 | -57.31 | 3,637 | -50.01 | ||||
2025-08-08 | 13F | 投资伙伴有限公司 | 1,480 | -2.95 | 291 | 13.67 | ||||
2025-04-30 | 13F | 吉纳斯资本管理公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-04-24 | 13F | 奥泉环球投资控股有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 美国银行 /de/ | 184,640 | -6.07 | 36,332 | 10.00 | ||||
2025-05-28 | NP | LLGLX - Longleaf Partners 全球基金 | 54,247 | -31.03 | 9,115 | -37.32 | ||||
2025-07-29 | 13F | 积极财富管理 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | MPSIX - 中型股标准普尔 400 指数基金机构类 | 12,181 | -4.60 | 2,018 | -15.92 | ||||
2025-08-28 | NP | SSMHX - 道富中小盘股指数投资组合 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,139 | -15.68 | 1,798 | -1.26 | ||||
2025-05-15 | 13F | Cinctive资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
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 | 736 | -25.96 | 145 | -13.77 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert S&P MidCap 400 指数投资组合副总裁 - I 类 | 5,520 | -4.10 | 1,086 | 12.31 | ||||
2025-08-14 | 13F | 普罗米索斯资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | 高地资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 加拿大皇家银行 | 18,699 | -4.75 | 3,680 | 11.55 | ||||
2025-08-25 | NP | SURE - AdvisorShares DoubleLine 价值股票 ETF | 2,395 | -14.46 | 471 | 0.21 | ||||
2025-08-21 | NP | MXMDX - Great-West S&P Mid Cap 400 指数基金投资者类别 | 12,951 | -11.65 | 2,548 | 3.49 | ||||
2025-05-02 | 13F | Cornercap投资顾问公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-27 | NP | RTDAX - 多因素美国股票基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 60,192 | -0.16 | 9,970 | -12.01 | ||||
2025-08-26 | NP | IWD - iShares Russell 1000 价值 ETF | 62,124 | -14.10 | 12,224 | 0.59 | ||||
2025-06-26 | NP | TILVX - TIAA-CREF 大盘价值指数基金机构类别 | 11,911 | -13.01 | 1,973 | -23.36 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 23,408 | -0.55 | 4,606 | 16.43 | ||||
2025-07-09 | 13F | 莱因哈特合伙公司 | 64,410 | -8.30 | 12,674 | 7.39 | ||||
2025-08-14 | 13F | Polymer资本管理(美国)有限责任公司 | 2,139 | -27.32 | 421 | -14.98 | ||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 44,400 | -5.53 | 8,737 | 10.62 | ||||
2025-07-31 | 13F | 新泽西州共同养老基金 D | 10,732 | -7.97 | 2,112 | 7.76 | ||||
2025-08-06 | 13F | 布鲁尼合资公司/co | 293,735 | -1.30 | 57,798 | 15.58 | ||||
2025-08-12 | 13F | 北极星资产管理公司 | 102,081 | -0.06 | 20,086 | 17.03 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 69 | -4.17 | 14 | 30.00 | ||||
2025-08-13 | 13F | 钱宁资本管理有限公司 | 430,464 | -3.09 | 84,702 | 13.49 | ||||
2025-03-31 | NP | 两条路共享信托 - Conductor 全球股票价值 ETF | 6,790 | -3.69 | 1,276 | -6.59 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 10,885 | -11.14 | 2,142 | 4.03 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 5,847 | -1.68 | 1,151 | 15.12 | ||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 1,451 | -15.59 | 286 | -1.04 | ||||
2025-03-27 | NP | REVS - 哥伦比亚研究增强价值 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 1,144 | -18.40 | 225 | -4.26 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 克拉克斯顿资本合伙人有限责任公司 | 1,435,354 | -9.46 | 282,435 | 6.03 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA Franklin 美国股票智能 Beta 投资组合 3 级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘股指数投资组合 IB 类 | 24,552 | -0.57 | 4,831 | 16.44 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | 1,438 | -5.27 | 283 | 10.59 | ||||
2025-08-26 | NP | IJH - iShares 核心标普中盘 ETF | 925,952 | -2.93 | 182,200 | 13.67 | ||||
2025-08-25 | NP | ARGFX - Ariel 基金投资者类别 | 466,974 | -9.45 | 91,886 | 6.04 | ||||
2025-04-29 | 13F | 李丹纳巴斯公司 | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Lingohr & Partner 资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/大盘价值管理波动性投资组合 IB 类 | 1,837 | -18.36 | 361 | -4.50 | ||||
2025-06-27 | NP | AVFIX - 美国灯塔小型价值基金机构类别 | 10,300 | -85.44 | 1,706 | -83.51 | ||||
2025-08-26 | NP | Profunds - Profunds 副总裁 Ultramid-cap | 59 | -18.06 | 12 | -8.33 | ||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 72,965 | -1.68 | 14,357 | 15.13 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 674 | -8.55 | 133 | 7.32 | ||||
2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 17,198 | -9.11 | 3,027 | -6.37 | ||||
2025-05-06 | 13F | 绞车咨询服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 阿拉斯加永久基金公司 | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Captrust 财务顾问 | 1,793 | -84.99 | 353 | -82.45 | ||||
2025-07-30 | 13F | 道德公司 | 2,899 | -3.11 | 573 | 13.04 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | TRDFX - Steward 中小盘增强指数基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-24 | 13F | 韦斯滕德资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 998 | -14.70 | 196 | 0.00 | ||||
2025-04-25 | NP | BLUIX - 蓝图成长基金机构级 | 330 | -41.80 | 56 | -47.17 | ||||
2025-08-14 | 13F | 阿奇舒勒·沙汉姆有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 抒情资产管理公司 | 539,040 | -11.09 | 106,067 | 4.12 | ||||
2025-07-25 | NP | FNDX - 嘉信基本面美国大型公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 34,800 | -1.16 | 6,125 | 1.81 | ||||
2025-04-15 | 13F | 阿塞纳贡资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 华莱士资本管理公司 | 67,085 | -0.61 | 13,200 | 16.39 | ||||
2025-08-08 | 13F | Lgt 资本合伙有限公司 | 61,815 | -68.64 | 12,163 | -63.28 | ||||
2025-07-29 | NP | VMFGX - Vanguard S&P Mid-Cap 400 Growth Index Fund 机构股票 | 9,996 | -4.56 | 1,759 | -1.68 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 27,452 | -0.33 | 5,402 | 16.70 | ||||
2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 97,636 | -1.42 | 19,212 | 15.44 | ||||
2025-08-27 | NP | EAASX - 伊顿万斯亚特兰大资本 SMID-Cap 基金 A 类 | 1,283,741 | -13.59 | 252,602 | 1.19 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 16 | -11.11 | 3 | 0.00 | ||||
2025-07-22 | NP | GVUS - 高盛 MarketBeta(R) 罗素 1000 价值股票 ETF | 441 | -8.12 | 78 | -6.10 | ||||
2025-08-14 | 13F | 阿尔格特全球有限公司 | 57,220 | -17.36 | 11 | 0.00 | ||||
2025-08-06 | 13F | 吉纳斯资本管理公司 | 2,460 | -29.51 | 484 | -17.41 | ||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 4,490 | -6.77 | 883 | 9.15 | ||||
2025-08-05 | 13F | 樱桃树财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 宽博科技有限公司 | 2,272 | -82.41 | 447 | -79.40 | ||||
2025-05-15 | 13F | 普拉纳资本管理有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 贝莱德公司 | 2,822,700 | -3.85 | 555,423 | 12.59 | ||||
2025-08-28 | NP | IJK - iShares S&P Mid-Cap 400 Growth ETF | 67,357 | -8.63 | 13,254 | 7.00 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 26,734 | -6.86 | 5,260 | 9.08 | ||||
2025-08-13 | 13F | M&T银行公司 | 1,638 | -16.26 | 322 | -1.83 | ||||
2025-08-12 | 13F | 西北互助投资管理公司 | 6,347 | -2.41 | 1,249 | 14.29 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-13 | 13F | 胜利资本管理公司 | 107,345 | -20.38 | 21,122 | -6.76 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 28,509 | -3.62 | 5,610 | 12.86 | ||||
2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,601 | -22.70 | 2,087 | -31.86 | ||||
2025-08-08 | 13F | 艾恩伍德投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | 古德曼咨询集团有限责任公司 | 81 | -49.69 | 16 | -44.44 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - 大都会人寿中盘股指数投资组合 A 类 | 10,960 | -6.72 | 2,157 | 9.22 | ||||
2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 6,280 | -1.26 | 1,040 | -12.97 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | JCTR - 摩根大通碳转型美国股票 ETF | 8 | -27.27 | 1 | -50.00 | ||||
2025-07-23 | NP | IMCVX - Voya 多管理人中盘价值基金 I 类 | 1,095 | -7.75 | 193 | -4.95 | ||||
2025-08-15 | 13F | 摩根士丹利 | 2,017,494 | -12.07 | 396,983 | 2.97 | ||||
2025-05-07 | 13F | 莫特科 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 一号资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 中盘指数基金 I 类 | 12,216 | -2.62 | 2,404 | 14.05 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 311,367 | -2.23 | 61,268 | 14.49 | ||||
2025-07-29 | NP | SFYX - SoFi Next 500 ETF | 125 | -8.76 | 22 | -4.35 | ||||
2025-08-12 | 13F | 德国商业银行 | 7,600 | -5.00 | 1 | 0.00 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 552 | -15.21 | 109 | -0.92 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 金融部门基金 (I) | 5,882 | -4.09 | 1,157 | 12.33 | ||||
2025-06-24 | NP | BBMC - 摩根大通 BetaBuilders 美国中型股票 ETF | 14,508 | -1.42 | 2,403 | -13.13 | ||||
2025-08-13 | 13F | 费希尔资产管理有限责任公司 | 168,374 | -0.24 | 33,131 | 16.82 | ||||
2025-08-11 | 13F | 德汇惠特尼信托有限责任公司 | 1,419 | -9.96 | 279 | 5.68 | ||||
2025-06-26 | NP | DFAT - 维度美国目标价值 ETF | 8,492 | -3.46 | 1,407 | -14.94 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 865,465 | -0.34 | 170,298 | 16.71 | ||||
2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 2,361 | -1.01 | 416 | 1.97 | ||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 11,902 | -4.68 | 2 | 0.00 | ||||
2025-08-04 | 13F | 穆迪奥尔德里奇合伙公司 | 7,922 | -27.64 | 1,559 | -15.28 | ||||
2025-06-26 | NP | MSTVX - 晨星另类基金 | Short | -2,346 | 0.13 | -389 | -11.82 | |||
2025-05-09 | 13F | 新时代阿尔法顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中盘指数基金标准类别 | 9,042 | -1.92 | 1,779 | 14.85 | ||||
2025-08-14 | 13F | 红木投资管理有限公司 | 6,966 | -10.41 | 1 | 0.00 | ||||
2025-05-05 | 13F | 鹰湾顾问有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 正交资本有限公司 | 3,230 | -27.63 | 635 | -15.35 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL Russell 1000 价值指数基金 2 级 | 680 | -12.71 | 134 | 2.31 | ||||
2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP 顾问公司 | 76 | -33.33 | 15 | -26.32 | ||||
2025-08-13 | 13F | Millstone Evans 集团有限责任公司 | 124 | -26.19 | 24 | -14.29 | ||||
2025-08-14 | 13F | EP 财富顾问公司 | 2,602 | -0.54 | 512 | 16.40 | ||||
2025-06-26 | NP | NUSC - Nuveen ESG 小盘股 ETF | 27,045 | -1.01 | 4,479 | -12.76 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 卡内基资本资产管理有限责任公司 | 15,927 | -4.85 | 3,134 | 28.61 | ||||
2025-05-09 | 13F | 阿特里亚财富解决方案公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-08 | 13F | 贝拉德公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 3,441 | -26.24 | 677 | -13.67 | ||||
2025-08-14 | 13F | 德肖公司 | 47,072 | -11.59 | 9,262 | 3.53 | ||||
2025-06-23 | NP | UMPIX - 超中型深度投资者类别 | 233 | -28.96 | 39 | -37.70 | ||||
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 | 13,909 | -5.20 | 2,304 | -16.47 | ||||
2025-07-25 | NP | MIDE - Xtrackers S&P MidCap 400 ESG ETF | 78 | -30.36 | 14 | -31.58 | ||||
2025-08-14 | 13F | 东南资产管理公司/tn/ | 6,838 | -98.57 | 1,346 | -98.33 | ||||
2025-07-29 | NP | LYRIX - Lyrical 美国价值股票基金机构类 | 85,539 | -11.86 | 15,055 | -9.20 | ||||
2025-08-22 | NP | MAADX - 动态价值投资组合类别 IS | 316 | -11.24 | 62 | 5.08 | ||||
2025-08-14 | 13F | 道富银行 | 980,889 | -1.71 | 193,010 | 15.10 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 4,888 | -22.51 | 962 | -9.25 | ||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 3 | -81.25 | 1 | -100.00 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 2,343 | -0.76 | 461 | 16.41 | ||||
2025-08-13 | 13F | 麦肯齐金融公司 | 3,812 | -1.58 | 750 | 15.38 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 676,225 | -4.67 | 133,065 | 11.64 | ||||
2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 170,235 | -26.87 | 33,497 | -14.36 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 15,170 | -6.54 | 2,985 | 9.42 | ||||
2025-05-07 | 13F | 卡皮塔罗投资有限公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 5,589 | -27.02 | 1,100 | -14.54 | ||||
2025-05-28 | 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F/A | 波士顿合作伙伴 | 1,133,127 | -1.88 | 223,011 | 14.95 | ||||
2025-08-14 | 13F | 联信银行 | 11,118 | -6.57 | 2,188 | 9.40 | ||||
2025-05-14 | 13F | REAP金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 7,004 | -4.40 | 1,378 | 12.03 | ||||
2025-08-28 | NP | SPMD - SPDR(R) 投资组合中型 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 | 128,604 | -0.66 | 25,305 | 16.33 | ||||
2025-05-19 | NP | 林肯可变保险产品信托 - LVIP 美国世纪纪律核心价值基金服务类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Invenomic 资本管理公司 | 22,398 | -13.70 | 4,407 | 1.05 | ||||
2025-08-28 | NP | MDYV - SPDR(R) S & P 400 中盘价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 28,739 | -4.65 | 5,655 | 11.65 | ||||
2025-05-30 | NP | 新时代阿尔法基金信托 - NAA 机会基金 C 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 3,896 | -68.30 | 767 | -62.91 | ||||
2025-05-01 | 13F | 凯斯米尔资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | 使命财富管理有限公司 | 3,443 | -0.40 | 677 | 16.72 | ||||
2025-08-28 | NP | KCE - SPDR(R) 标准普尔资本市场 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 | 43,141 | -12.69 | 8,489 | 2.24 | ||||
2025-07-28 | NP | VMIDX - 中型股指数基金 | 26,463 | -7.05 | 4,657 | -4.24 | ||||
2025-06-24 | NP | SFLNX - 嘉信基本美国大公司指数基金机构股 | 18,616 | -2.69 | 3,083 | -14.24 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 68,586 | -28.24 | 13,496 | -15.97 | ||||
2025-08-05 | 13F | 普兰特莫兰财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类 | 6,694 | -2.42 | 1,317 | 14.32 | ||||
2025-08-27 | NP | CFJAX - Calvert 美国大盘价值责任指数基金 A 类 | 3,737 | -27.30 | 735 | -14.83 | ||||
2025-08-06 | 13F | 南州公司 | 6 | -33.33 | 1 | 0.00 | ||||
2025-08-12 | 13F | 摩根大通公司 | 138,865 | -5.28 | 27,326 | 10.93 | ||||
2025-07-31 | 13F | 卡雷拉资本顾问公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 俄亥俄州 | 10,547 | -17.63 | 2,075 | -3.53 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 中型股指数投资组合 P 级 | 630 | -12.86 | 124 | 1.65 | ||||
2025-05-28 | NP | LUSIX - Lazard 美国系统性小型股股票投资组合机构股 | 529 | -12.85 | 89 | -21.43 | ||||
2025-07-29 | 13F | 地区金融公司 | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | CFSMX - Clarkston Partners 基金创始人班 | 360,000 | -8.86 | 70,837 | 6.73 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 8 | -99.89 | 0 | -100.00 | ||||
2025-07-14 | 13F | 矩阵信托公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 3,831 | -5.78 | 635 | -17.02 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级 | 13,216 | -1.97 | 2,601 | 14.79 | ||||
2025-07-15 | 13F | 马瑟集团有限责任公司。 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | SYLD - Cambria 股东收益 ETF | 61,994 | -15.50 | 10,268 | -25.52 | ||||
2025-08-14 | 13F | 椴木资本管理有限公司 | 15,955 | -79.81 | 3,139 | -76.36 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 185,985 | -8.20 | 36,596 | 7.51 | ||||
2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 16,721 | -34.08 | 3,290 | -22.81 | ||||
2025-07-28 | NP | MVV - ProShares Ultra MidCap400 | 1,109 | -4.89 | 195 | -2.01 | ||||
2025-07-23 | 13F | 萨切塔有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 7,974 | -1.85 | 1,569 | 14.95 | ||||
2025-07-23 | NP | VYMYX - Voya 中型股研究增强型指数基金 W 级 | 3,839 | -0.70 | 676 | 2.27 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 97,232 | -0.88 | 19,132 | 16.08 | ||||
2025-05-14 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-25 | NP | 美国互助投资公司 - 中型股票指数基金类别 | 14,064 | -5.61 | 2,767 | 10.55 | ||||
2025-07-29 | NP | IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF 股票 | 12,732 | -1.13 | 2,241 | 1.82 | ||||
2025-07-09 | 13F | Procyon 私人财富合作伙伴有限责任公司 | 1,598 | -13.67 | 314 | 0.96 | ||||
2025-08-29 | NP | DGRW - WisdomTree 美国优质股息增长基金 不适用 | 14,984 | -22.06 | 2,948 | -8.73 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/中盘价值管理波动性投资组合 IB 类 | 2,318 | -14.56 | 456 | 0.22 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 2,700 | -2.42 | 531 | 14.44 | ||||
2025-08-28 | NP | BUYO - KraneShares Man Buyout Beta 指数 ETF | 167 | -17.33 | 33 | -3.03 | ||||
2025-08-26 | NP | IRMAX - Voya RussellTM 中型股指数投资组合 ADV 级 | 2,282 | -4.28 | 449 | 12.25 | ||||
2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 1,200 | -84.66 | 236 | -82.04 | ||||
2025-07-24 | 13F | 美国合众银行\de\ | 3,512 | -11.25 | 691 | 4.07 | ||||
2025-07-24 | NP | HSMNX - Horizon 美国防御性中小盘基金投资者类别 | 5,033 | -33.76 | 886 | -31.82 | ||||
2025-08-26 | NP | VVIMX - Voya VACS 指数系列 MC 投资组合 | 839 | -36.92 | 165 | -26.01 | ||||
2025-07-25 | NP | FNDB - 嘉信基本美国广泛市场指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,649 | -3.57 | 290 | -0.68 | ||||
2025-07-16 | 13F | 肯德尔资本管理公司 | 3,855 | -3.62 | 759 | 12.80 | ||||
2025-07-03 | 13F | 第一夏威夷银行 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 1,300 | -65.79 | 256 | -60.03 | |||
2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,222 | -3.63 | 202 | -15.13 | ||||
2025-08-14 | 13F | 佩恩资本管理公司 | 7,606 | -29.50 | 1,523 | -17.18 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 6 | -64.71 | 1 | 0.00 | ||||
2025-08-26 | NP | NORTHERN FUNDS - 美国优质ESG基金I类 | 1,223 | -16.29 | 241 | -2.04 | ||||
2025-08-22 | NP | 可变保险产品基金 II - 总市场指数投资组合初始类别 | 649 | -1.22 | 128 | 15.45 | ||||
2025-07-16 | 13F | 奥格合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | DEUS - Xtrackers Russell 1000 综合因子 ETF | 1,698 | -9.58 | 299 | -6.87 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 | 13,563 | -2.27 | 2,669 | 14.46 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 10,604 | -2.88 | 2,087 | 13.74 | ||||
2025-06-18 | NP | GMXAX - 全国中盘市场指数基金 A 类 | 5,374 | -9.91 | 890 | -20.61 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 中盘指数基金 (I) | 32,459 | -4.39 | 6,387 | 11.96 | ||||
2025-06-26 | NP | USMIX - 扩展市场指数基金 | 3,417 | -5.45 | 566 | -16.79 | ||||
2025-08-12 | 13F | Ci投资公司 | 679 | -4.23 | 0 | |||||
2025-06-25 | NP | FNK - First Trust 中型价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,898 | -4.15 | 1,143 | -15.53 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 48,220 | -0.71 | 9,488 | 16.27 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 2,668 | -5.66 | 525 | 10.32 | ||||
2025-04-21 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 克雷塞特资产管理有限责任公司 | 3,171 | -1.89 | 624 | 14.73 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 475 | -0.21 | 93 | 17.72 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 10,196 | -9.22 | 2,006 | 6.31 | ||||
2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 120 | -25.00 | 24 | -11.54 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 29 | -3.33 | 6 | 0.00 | ||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Gamco Investors, Inc. 等 | 2,400 | -8.19 | 472 | 7.52 | ||||
2025-07-29 | 13F | 北欧联合银行投资管理公司 | 42,172 | -0.29 | 8,208 | 16.51 | ||||
2025-08-11 | 13F | EMC资本管理公司 | 1,061 | -10.84 | 0 | |||||
2025-06-25 | NP | BKSE - 纽约梅隆银行美国小盘核心股票 ETF | 1,463 | -19.75 | 242 | -29.24 | ||||
2025-08-14 | 13F | 雅各布斯利维股权管理公司 | 100,422 | -39.40 | 19,760 | -29.03 | ||||
2025-08-12 | 13F | 德意志银行\ | 50,932 | -8.41 | 10,022 | 7.25 | ||||
2025-08-13 | 13F | 景顺有限公司 | 82,261 | -38.79 | 16,186 | -28.32 | ||||
2025-08-12 | 13F | Axq资本有限合伙人 | 0 | -100.00 | 0 | |||||
2025-04-29 | NP | ORSIX - NORTH SQUARE 动态小盘基金 I 类 | 22,490 | -20.05 | 3,842 | -27.17 | ||||
2025-04-29 | 13F | 罗利资本管理公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | 壳牌资产管理公司 | 1,197 | -17.05 | 0 | |||||
2025-05-29 | NP | CSA - VictoryShares 美国小盘股波动性 Wtd ETF | 388 | -33.56 | 65 | -39.25 | ||||
2025-08-29 | NP | JAEYX - 中型股指数信托资产净值 | 11,119 | -4.99 | 2,188 | 11.24 | ||||
2025-05-06 | 13F | AE 财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 4,431 | -16.68 | 872 | -2.46 | ||||
2025-07-25 | 13F | CWM有限公司 | 6,486 | -3.53 | 1 | 0.00 | ||||
2025-08-12 | 13F | MAI资本管理 | 1,113 | -3.80 | 219 | 12.89 | ||||
2025-07-28 | NP | RWK - Invesco S&P MidCap 400 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,155 | -7.13 | 731 | -4.32 | ||||
2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 101,673 | -1.63 | 20,006 | 15.20 | ||||
2025-08-26 | NP | Spdr S&p Midcap 400 ETF 信托 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 223,206 | -4.45 | 43,920 | 11.90 | ||||
2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 目标价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,674 | -12.77 | 277 | -23.06 | ||||
2025-08-26 | NP | XJH - iShares ESG 筛选标普中盘 ETF | 3,067 | -0.26 | 603 | 16.86 | ||||
2025-08-08 | 13F | 艾伯塔省投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 2,617 | -15.50 | 527 | 1.35 | ||||
2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 57,648 | -2.68 | 11,344 | 13.97 | ||||
2025-04-25 | NP | XMLV - Invesco S&P MidCap 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 | 48,957 | -3.27 | 8,364 | -11.87 | ||||
2025-06-27 | NP | PKW - 景顺回购成功者 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 | 13,415 | -18.81 | 2,222 | -28.47 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Martingale 资产管理公司 | 6,652 | -21.42 | 1,309 | -8.02 | ||||
2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,523 | -9.65 | 796 | -6.90 | ||||
2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 13,316 | -6.95 | 2,620 | 8.99 | ||||
2025-08-15 | NP | SSIJX - American Beacon SSI 另类收入基金机构类别 | Short | -9,568 | 50.46 | -1,883 | 76.22 | |||
2025-07-15 | 13F | 第五第三银行 | 325 | -10.22 | 64 | 5.00 | ||||
2025-06-25 | NP | WMLIX - 威尔明顿大盘策略基金 I 类股票 | 270 | -27.03 | 45 | -36.23 | ||||
2025-08-14 | 13F | 阿里尔投资有限公司 | 1,355,075 | -3.70 | 266,638 | 12.77 | ||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 11,276 | -62.66 | 2,219 | -56.29 | ||||
2025-08-26 | NP | NOLCX - 北方大盘核心基金 | 561 | -83.62 | 110 | -80.87 | ||||
2025-06-26 | NP | DFSTX - 美国小型股投资组合 - 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 | 155,954 | -14.10 | 25,831 | -24.30 | ||||
2025-08-08 | 13F | KBC 集团 | 873 | -31.21 | 0 | |||||
2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,715 | -1.15 | 2,942 | 1.84 | ||||
2025-07-25 | NP | SCHM - 嘉信美国中型 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 77,636 | -0.22 | 13,664 | 2.78 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 117,747 | -5.84 | 23,169 | 10.27 | ||||
2025-06-26 | NP | JHSC - 约翰汉考克多因素小盘股 ETF | 10,947 | -13.39 | 1,813 | -23.66 | ||||
2025-05-28 | NP | BIGRX - 收入与增长基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-23 | NP | IYF - iShares 美国金融 ETF | 18,359 | -2.37 | 3,041 | -13.98 | ||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 370 | -60.81 | 73 | -54.43 | ||||
2025-05-15 | 13F | 两西格码投资有限合伙人 | 0 | -100.00 | 0 | |||||
2025-07-29 | NP | TMFX - Motley Fool Next 指数 ETF | 465 | -3.12 | 82 | -1.22 | ||||
2025-08-26 | NP | POMIX - T. Rowe Price 股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,279 | -1.62 | 252 | 15.14 | ||||
2025-05-12 | 13F | 经验资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 大盘价值指数投资组合 P 类 | 990 | -15.09 | 195 | -0.51 | ||||
2025-07-28 | NP | VVMCX - 中型价值基金 | 13,385 | -21.61 | 2,356 | -19.27 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 64,442 | -4.36 | 12,680 | 11.99 | ||||
2025-08-22 | NP | 联邦保险系列 - 联邦管理波动性基金 II 主要股票 | 1,836 | -10.26 | 361 | 5.25 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 504,358 | -7.06 | 99,258 | 8.82 | ||||
2025-05-02 | 13F | Wealthfront 顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-29 | NP | VFAIX - 先锋金融指数基金海军上将股票 | 48,605 | -0.30 | 8,554 | 2.70 | ||||
2025-08-13 | 13F | Sepio资本有限合伙人 | 2,688 | -58.00 | 529 | -50.88 | ||||
2025-08-13 | 13F | 定制索引系统有限公司 | 2,350 | -4.04 | 462 | 12.41 | ||||
2025-07-29 | NP | MPMCX - 纽约梅隆银行中型多策略基金 M 类股票 | 3,923 | -20.38 | 690 | -17.95 | ||||
2025-06-11 | NP | KGDAX - DWS 全球小盘基金 A 类 | 11,575 | -1.51 | 1,917 | -13.18 | ||||
2025-08-07 | 13F | 艾迪生顾问有限责任公司 | 15 | -65.12 | 3 | -71.43 | ||||
2025-07-24 | NP | FSMAX - 富达扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 159,629 | -2.73 | 28,095 | 0.20 | ||||
2025-07-25 | NP | SCHA - 嘉信美国小型股 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 138,930 | -4.61 | 24,452 | -1.74 | ||||
2025-07-11 | 13F | 多元化信托公司 | 7,896 | -4.13 | 1,554 | 12.29 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 15,597 | -8.73 | 3,069 | 6.90 | ||||
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 | 50,548 | -9.02 | 8,372 | -19.82 | ||||
2025-08-26 | NP | IPMIX - Voya 指数 Plus 中型股投资组合 I 类 | 18,469 | -1.90 | 3,634 | 14.89 | ||||
2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 57,232 | -13.09 | 11,262 | 1.78 | ||||
2025-08-27 | NP | VISVX - 先锋小型股价值指数基金投资者股票 | 422,178 | -6.07 | 83,072 | 10.00 | ||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 5,520 | -4.10 | 1,086 | 12.31 | ||||
2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 5,271 | -2.28 | 928 | 0.65 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 5 | -37.50 | 1 | -100.00 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 2,894 | -20.71 | 569 | -7.18 | ||||
2025-08-26 | NP | NOMIX - 北方中型股指数基金 | 18,978 | -6.81 | 3,734 | 9.15 | ||||
2025-08-07 | 13F | 第1620章 | 40 | -27.27 | 8 | -22.22 | ||||
2025-06-23 | NP | PMPRX - 中型价值基金 I R-3 | 23,607 | -0.02 | 3,910 | -11.88 | ||||
2025-08-26 | NP | DVAL - BrandywineGLOBAL-动态美国大盘价值 ETF | 2,476 | -0.72 | 487 | 16.23 | ||||
2025-05-28 | 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 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 6,819 | -2.85 | 1,342 | 13.74 | ||||
2025-06-23 | NP | IYG - iShares 美国金融服务 ETF | 8,381 | -0.88 | 1,388 | -12.65 | ||||
2025-07-24 | NP | FSKAX - 富达全市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,023 | -2.93 | 9,508 | 0.00 | ||||
2025-08-14 | 13F | Xponance公司 | 3,178 | -7.08 | 625 | 8.89 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 576 | -27.73 | 113 | -15.04 | ||||
2025-08-11 | 13F | 花旗集团 | 9,286 | -22.53 | 1,827 | -9.29 | ||||
2025-04-30 | 13F | 十字马克全球控股公司 | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | 第一太平金融 | 34 | -12.82 | 7 | 0.00 | ||||
2025-08-28 | NP | MGOAX - Victory Munder 中盘核心成长基金 A 类 | 17,300 | -3.89 | 3,404 | 12.57 | ||||
2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 83,675 | -12.05 | 13,859 | -22.49 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 15,613 | -14.92 | 3,072 | -0.36 | ||||
2025-07-25 | NP | NTIAX - 哥伦比亚中盘指数基金 A 类 | 24,931 | -2.43 | 4,388 | 0.50 | ||||
2025-05-08 | 13F | HHM 财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | 拉森金融集团有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 百达资产管理控股公司 | 4,558 | -4.46 | 897 | 11.99 |