基本數據
| 機構持有者 | 1195 total, 1184 long only, 6 short only, 5 long/short - change of -12.55% MRQ |
| 平均投資組合配置 | 0.2101 % - change of -6.14% MRQ |
| 機構持股（長期） | 273,570,385 (ex 13D/G) - change of -4.64MM shares -1.61% MRQ |
| 機構市值（長期） | $ 16,582,558 USD ($1000) |
機構持股和股東
Alliant Energy Corporation (IT:1LNT)擁有 1195 家已向美國證券交易委員會（SEC）提交了13D/G或13F表格的機構持有人和股東。 這些機構持有總共273,845,296股。 最大的股東包括 Vanguard Group Inc, BlackRock, Inc., State Street Corp, Janus Henderson Group Plc, Victory Capital Management Inc, Price T Rowe Associates Inc /md/, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, Nuveen, LLC, VFINX - Vanguard 500 Index Fund Investor Shares, and JAENX - Janus Henderson Enterprise Fund Class T .
Alliant Energy Corporation (BIT:1LNT)的機構持股結構顯示了機構和基金在該公司的當前持倉情況，以及最新的持倉變動。主要的股東可能包括個人投資者，互惠基金，對沖基金或機構。《13D附表》表示投資者持有（或曾持有）該公司超過5%的股份並且打算（或曾打算）積極追求業務策略的變化。《13G附表》表示被動投資超過5%。
The share price as of November 20, 2025 is 59.00 / share. Previously, on April 28, 2025, the share price was 54.00 / share. This represents an increase of 9.26% over that period.
基金情緒分數
「基金情緒分數」（前身為「持股累積分數」）識別被基金大量購買的股票。它是一個複雜的多因素量化模型的結果，該模型能夠辨識具有最高機構累積持有水平的公司。該評分模型結合了披露持股人數的總增加量，持股人之間的投資組合分配變化以及其他指標。該分數的範圍從0到100，數值越高表示相對於同行業而言具有更高程度的累積水平，50為平均值。
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13F和NPORT申報文件
13F文件的詳細信息可免費查閱。而NP文件的詳細信息則需要高級會員資格。 綠色行表示新增倉位。 紅色行表示已平倉位。 點擊連結 查看完整交易記錄。
升級
解鎖高級數據並導出至Excel 
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Important Note
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Load All| 呈報日期 | 來源 | 投資者 | 類型 | 均價 (預計) |
股份數量 | Δ 持股 (%) |
申報 價值 （$1000） |
Δ 市值 (%) |
投組占比 （%） |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-15 | 13F | 皇家基金管理有限公司 | 4,444 | 0.00 | 289 | -3.68 | ||||
| 2025-08-27 | NP | 俄亥俄國家基金公司 - S&P 500® 指數投資組合 | 5,773 | -3.28 | 349 | -9.11 | ||||
| 2025-09-26 | NP | FLRAX - Nuveen 大盤精選基金 A 類 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,671 | 0.00 | 434 | 6.39 | ||||
| 2025-09-29 | NP | XTR - Global X S&P 500 尾部風險 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 | 0.00 | 1 | |||||
| 2026-02-05 | 13F | Elyxium 財富有限責任公司 | 105 | 7 | ||||||
| 2026-02-17 | 13F | 弗默爾有限公司 | 2,312,362 | 63.31 | 150,327 | 57.50 | ||||
| 2026-02-12 | 13F | 加拿大帝國商業銀行世界市場公司 | 35,756 | 10.62 | 2,324 | 18.94 | ||||
| 2026-01-23 | 13F | Stonehaven 財富與稅務解決方案有限公司 | 3,110 | 202 | ||||||
| 2026-02-17 | 13F | 開普投資顧問公司 | 15 | 1 | ||||||
| 2026-02-13 | 13F | 華爾街眼資本有限責任公司 | 5,628 | 366 | ||||||
| 2026-02-13 | 13F | 動態技術實驗室私人有限公司 | 25,625 | 1,666 | ||||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 310 | 0 | ||||||
| 2026-02-13 | 13F | 華爾街眼資本有限責任公司 | Put | 2,800 | 182 | |||||
| 2025-09-26 | NP | ETLGX - E*TRADE 免費大盤指數基金 | 125 | 346.43 | 8 | 700.00 | ||||
| 2026-02-05 | 13F | Avantax 規劃合作夥伴公司 | 28,148 | 10.12 | 1,830 | 6.15 | ||||
| 2025-08-28 | NP | SPYV - SPDR(R) 投資組合 S&P 500 價值 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 | 279,027 | 3.37 | 16,873 | -2.87 | ||||
| 2026-02-17 | 13F | 羅素投資集團有限公司 | 437,740 | -5.05 | 28,457 | -8.42 | ||||
| 2025-08-27 | NP | 保誠系列基金 - 股票指數投資組合 I 類 | 43,500 | 0.00 | 2,630 | -6.04 | ||||
| 2026-02-13 | 13F | 斯特林資本管理有限公司 | 15,228 | -4.11 | 990 | -7.57 | ||||
| 2025-09-29 | NP | PWS - Pacer WealthShield ETF | 1,040 | 18.18 | 68 | 31.37 | ||||
| 2026-01-16 | 13F | 主題 ETFS 股份有限公司 | 2,184 | 142 | ||||||
| 2025-08-28 | NP | GMLGX - GuideMark(R) 大盤核心基金服務股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-29 | NP | SPXUX - WisdomTree 500 數位基金 不適用 | 56 | 211.11 | 3 | 200.00 | ||||
| 2026-01-30 | 13F | 詹尼森聯合有限公司 | 1,805,214 | 92.46 | 117,357 | 85.61 | ||||
| 2026-02-05 | 13F | 永星資產管理有限公司 | 15,898 | 9.66 | 1,034 | 5.73 | ||||
| 2026-02-13 | 13F | 塞伊投資公司 | 245,652 | 26.01 | 15,970 | 21.53 | ||||
| 2026-02-09 | 13F | 白松資本股份有限公司 | 10,889 | -0.37 | 708 | -3.94 | ||||
| 2026-02-13 | 13F | 澳洲金融合作夥伴公司 | 4,396 | -10.05 | 286 | -13.37 | ||||
| 2026-02-17 | 13F | 埃勒昆資本有限責任公司 | 220 | 14 | ||||||
| 2025-09-25 | NP | TAAAX - Thrivent 積極配置基金 A 類 | 18,886 | -16.16 | 1,228 | -10.76 | ||||
| 2026-02-23 | 13F | Mv 資本管理公司 | 334 | 0.60 | 22 | 5.00 | ||||
| 2026-02-13 | 13F | Umb Bank 北美/月 | 16,046 | 16.60 | 1,043 | 12.51 | ||||
| 2026-02-17 | 13F | 公平控股公司 | 5,841 | 30.41 | 380 | 25.91 | ||||
| 2026-02-04 | 13F | 克拉克財星合夥公司 | 16 | 0.00 | 1 | 0.00 | ||||
| 2025-08-27 | NP | PSIAX - PGIM QMA 股票指數基金 A 類 | 4,300 | 0.00 | 260 | -5.80 | ||||
| 2026-02-12 | 13F | 紐約州共同退休基金 | 106,836 | 0.00 | 6,945 | -3.56 | ||||
| 2026-02-04 | 13F | Pensionmark 金融集團有限公司 | 4,522 | -0.09 | 283 | -7.21 | ||||
| 2026-02-12 | 13F | 歐普斯投資管理公司 | 32,678 | 0.00 | 2,124 | -3.54 | ||||
| 2026-02-04 | 13F | TSFG有限公司 | 594 | 0.00 | 0 | |||||
| 2025-11-14 | 13F | 安盛投資管理有限公司 | 79 | 5 | ||||||
| 2025-09-29 | NP | CFMCX - 專欄中盤基金 | 3,831 | 0.00 | 249 | 4.62 | ||||
| 2026-01-28 | 13F | 聯合資產策略公司 | 78,449 | 2.32 | 5,100 | -1.34 | ||||
| 2026-02-13 | 13F | 貝爾德金融集團有限公司 | 24,192 | -0.67 | 1,573 | -4.20 | ||||
| 2026-02-11 | 13F | 休斯金融服務有限公司 | 420 | 0.96 | 27 | 0.00 | ||||
| 2026-02-06 | 13F | 瑞索納資產管理股份有限公司 | 94,780 | -0.35 | 6,168 | -3.69 | ||||
| 2025-09-25 | NP | WMLIX - 威明頓大盤策略基金 I 類股票 | 2,600 | 0.00 | 169 | 6.96 | ||||
| 2025-08-27 | NP | JNL 系列信託 - JNL/RAFI 多因素美國股票基金 (I) | 4,672 | -18.02 | 283 | -22.95 | ||||
| 2026-01-22 | 13F | 金融領事館有限公司 | 32 | 2 | ||||||
| 2026-02-02 | 13F | CX 機構 | 2,982 | 17.87 | 0 | |||||
| 2026-02-17 | 13F | 法國農業信貸銀行 | 88,511 | 819.59 | 5,754 | 787.96 | ||||
| 2026-02-17 | 13F | 迪恩投資有限公司 | 66,671 | -4.44 | 4,334 | -7.85 | ||||
| 2026-01-21 | 13F | 羅利資本管理公司 | 173 | -16.43 | 11 | -15.38 | ||||
| 2025-08-29 | NP | SA 基金投資信託 - SA 美國核心市場基金 | 4,621 | 0.00 | 279 | -6.06 | ||||
| 2026-02-13 | 13F | 第一信託顧問股份有限公司 | 1,496,083 | -1.70 | 97,260 | -5.20 | ||||
| 2025-08-28 | NP | 科恩斯蒂爾斯基礎設施基金公司 | 945,688 | 0.00 | 57,186 | -6.03 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index VI 基金 I 類 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,365 | 0.00 | 869 | -6.06 | ||||
| 2026-02-11 | 13F | Zions Bancorporation，全國協會 /ut/ | 98 | 0.00 | 6 | 0.00 | ||||
| 2025-08-27 | NP | JNL 系列信託 - JNL/梅隆 MSCI 世界指數基金 (I) | 2,579 | 52.24 | 156 | 42.20 | ||||
| 2026-02-11 | 13F | 米德諮詢服務公司 | 14,394 | 936 | ||||||
| 2026-01-07 | 13F | 港口投資顧問有限公司 | 20 | -93.01 | 1 | -94.74 | ||||
| 2025-08-27 | NP | CCAFX - Calvert 中型基金 A 類 | 81,923 | 0.00 | 4,954 | -6.03 | ||||
| 2026-01-08 | 13F | 桑德斯·莫里斯·哈里斯有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | CFJAX - Calvert 美國大盤價值責任指數基金 A 類 | 47,733 | 6.46 | 2,886 | 0.03 | ||||
| 2025-11-03 | 13F | 哈欽斯和克萊默投資管理集團有限責任公司 | 0 | -100.00 | 0 | |||||
| 2026-01-27 | 13F | GHP 投資顧問公司 | 289 | 0.00 | 19 | -5.26 | ||||
| 2026-02-09 | 13F | 哈特蘭有限公司 | 1,223 | 12.72 | 80 | 8.22 | ||||
| 2025-09-25 | NP | DVY - iShares 選擇股息 ETF | 3,160,649 | -0.93 | 205,474 | 5.52 | ||||
| 2025-09-29 | NP | CRQSX - 天主教責任投資股票指數基金機構股 | 31,800 | -24.64 | 2,067 | -19.73 | ||||
| 2025-08-28 | NP | CDL - VictoryShares 美國大盤高股息波動性 Wtd ETF | 74,885 | 1.79 | 4,528 | -4.33 | ||||
| 2026-01-16 | 13F | 霍普伍德金融服務公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-09-25 | NP | ILCB - iShares Morningstar 大盤 ETF | 4,960 | 1.22 | 322 | 7.69 | ||||
| 2026-02-13 | 13F | 德洛斯財富顧問有限公司 | 67,812 | 1.76 | 4,408 | -1.87 | ||||
| 2026-02-13 | 13F | 維維恩基金管理有限責任公司 | 118,530 | -81.60 | 7,706 | -82.26 | ||||
| 2026-01-20 | 13F | 托萊多信託公司 Na /oh/ | 1,200 | 0.00 | 78 | -2.50 | ||||
| 2026-02-12 | 13F | UniSuper管理有限公司 | 35,193 | -10.78 | 2,288 | -13.99 | ||||
| 2026-02-10 | 13F | 肯塔基州退休系統 | 16,126 | 0.00 | 1,048 | -3.59 | ||||
| 2026-02-17 | 13F | 安科拉顧問有限責任公司 | 613 | 513.00 | 40 | 550.00 | ||||
| 2025-08-29 | NP | 加貝利公用事業信託 | 78,345 | 0.00 | 4,738 | -6.03 | ||||
| 2026-01-07 | 13F | VERITY 財富顧問 | 16,443 | 0.00 | 1,069 | -3.61 | ||||
| 2025-08-29 | NP | JAFEX - 總股票市場指數信託資產淨值 | 4,250 | 3.06 | 257 | -3.40 | ||||
| 2026-02-02 | 13F | LMG 財富合作夥伴有限公司 | 28,666 | -2.47 | 1,864 | -5.96 | ||||
| 2026-02-05 | 13F | 劍橋投資研究顧問公司 | 95,879 | 4.52 | 6 | 0.00 | ||||
| 2026-02-13 | 13F | 施羅德投資管理集團 | 340,788 | -1.06 | 22,155 | -4.58 | ||||
| 2026-01-15 | 13F | 尼庫斯基金融公司 | 7,819 | 508 | ||||||
| 2025-11-14 | 13F | Qube研究與技術有限公司 | 0 | -100.00 | 0 | |||||
| 2025-09-26 | NP | FZROX - 富達零總市場指數基金 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 | 120,197 | 2.49 | 7,814 | 9.16 | ||||
| 2025-09-24 | NP | PPSFX - 大型股價值基金 III R-3 | 4,652 | -25.78 | 302 | -20.94 | ||||
| 2025-09-17 | NP | NMFAX - 全國動態美國成長基金 A 類 | 6,949 | 10.90 | 452 | 18.06 | ||||
| 2025-09-26 | NP | EMLP - 第一信託北美能源基礎設施基金 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 | 544,241 | 1.04 | 35,381 | 7.62 | ||||
| 2026-02-13 | 13F | 財通國際資產管理股份有限公司 | 634 | 235.45 | 41 | 241.67 | ||||
| 2026-02-17 | 13F | 弗里斯通格羅夫合夥公司 | 160,286 | 0.00 | 10,420 | -3.55 | ||||
| 2025-10-30 | 13F | 雙峰財富顧問有限公司 | 0 | -100.00 | 0 | |||||
| 2025-11-13 | 13F | 匯豐控股有限公司 | 386,715 | -5.70 | 26,051 | 5.17 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型價值投資組合 A 類 | 11,239 | -0.06 | 680 | -6.09 | ||||
| 2026-01-28 | 13F | 克蘭布魯克財富管理有限公司 | 188 | 0.00 | 12 | 0.00 | ||||
| 2025-11-06 | 13F | MQS 管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-13 | 13F | 瑞銀奧康納有限責任公司 | 0 | -100.00 | 0 | |||||
| 2026-02-19 | 13F | CI 私人財富有限責任公司 | 38,602 | 10.44 | 2,453 | 4.12 | ||||
| 2025-10-27 | 13F | 第一地平線公司 | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | AE 財富管理有限公司 | 21,815 | 15.64 | 1,418 | 11.57 | ||||
| 2026-02-11 | 13F | LPL 金融股份有限公司 | 794,730 | 0.06 | 51,665 | -3.50 | ||||
| 2026-02-12 | 13F | Xponance公司 | 44,682 | 4.73 | 2,905 | 1.01 | ||||
| 2026-01-23 | 13F | Altfest LJ & Co 公司 | 10,037 | -19.86 | 653 | -22.75 | ||||
| 2026-02-10 | 13F | 賓州公立學校就業重新註冊系統 | 556,037 | -0.34 | 36,148 | -3.89 | ||||
| 2026-02-17 | 13F | 綠地資本管理有限公司 | 168,953 | -12.53 | 10,984 | -15.65 | ||||
| 2026-02-13 | 13F | Virtus ETF 顧問股份有限公司 | 9,114 | 0.00 | 593 | -3.58 | ||||
| 2026-02-10 | 13F | 銀色信託公司 | 6,162 | -6.08 | 401 | -9.50 | ||||
| 2026-01-21 | 13F | 旗艦港顧問有限公司 | 354 | 23 | ||||||
| 2026-01-26 | 13F | 芝加哥資本有限責任公司 | 14,379 | 0.00 | 935 | -3.61 | ||||
| 2026-02-17 | 13F | 能源收入合作夥伴有限責任公司 | 802,252 | 4.15 | 52,154 | 0.45 | ||||
| 2026-02-17 | 13F | 舍恩菲爾德策略顧問有限責任公司 | 12,360 | 804 | ||||||
| 2025-10-07 | 13F | GFG 資本有限責任公司 | 0 | -100.00 | 0 | |||||
| 2026-01-20 | 13F | 漢森與多雷姆斯投資管理公司 | 9,875 | -0.76 | 1 | |||||
| 2026-02-13 | 13F | Cornerstone Financial Management LLC | 26 | 2 | ||||||
| 2025-09-24 | NP | 創新者 ETF 信託 - 創新者梯度戰術輪換策略 ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-13 | 13F | 路石控股有限公司 | 40,395 | 29.86 | 2,626 | 25.29 | ||||
| 2026-02-17 | 13F | 威斯康辛州投資委員會 | 250,692 | 3.60 | 16,297 | -0.09 | ||||
| 2025-08-27 | NP | 保誠系列基金 - 靈活管理投資組合 I 類 | 28,700 | 1,735 | ||||||
| 2026-02-13 | 13F | 碼頭有限責任公司 | 32,318 | 2,101 | ||||||
| 2025-09-24 | NP | NLSAX - Neuberger Berman 多頭空頭基金 A 類 | 284,815 | -24.07 | 18,516 | -19.13 | ||||
| 2025-09-26 | NP | FLCPX - 富達 SAI 美國大盤指數基金 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 | 67,247 | -12.57 | 4,372 | -6.88 | ||||
| 2026-02-17 | 13F | 瓊斯金融公司有限責任公司 | 107,052 | 12.22 | 6,959 | 10.25 | ||||
| 2026-01-21 | 13F | 雅各森與施密特顧問有限公司 | 0 | -100.00 | 0 | |||||
| 2026-01-07 | 13F | 新英格蘭研究與管理公司 | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | 泛微諮詢集團 | 6,039 | 393 | ||||||
| 2026-02-13 | 13F | 美國世紀公司 | 65,622 | 14.61 | 4,266 | 10.55 | ||||
| 2025-11-14 | 13F | 財富管理資本管理股份有限公司 | 0 | -100.00 | 0 | |||||
| 2026-01-08 | 13F | 遺產私人信託公司 | 5,570 | -2.62 | 362 | -5.97 | ||||
| 2026-02-10 | 13F | Core Wealth Advisors, LLC | 16 | 1 | ||||||
| 2026-02-03 | 13F | FSB Premier 財富管理公司 | 4,577 | 0.00 | 298 | -3.57 | ||||
| 2026-02-13 | 13F | 第一生命保險株式會社 | 13,996 | -33.34 | 910 | -35.76 | ||||
| 2026-01-29 | 13F | 登喜路金融股份有限公司 | 23 | 15.00 | 2 | 0.00 | ||||
| 2026-01-14 | 13F | 奧格合作夥伴有限責任公司 | 68 | 1.49 | 4 | 0.00 | ||||
| 2026-02-13 | 13F | 奧斯特魯姆資產管理公司 | 808 | -24.91 | 53 | -27.78 | ||||
| 2025-11-12 | 13F | 白金漢策略夥伴 | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-06 | 13F | 基梅爾曼貝爾德有限公司 | 600 | 0.00 | 39 | -2.50 | ||||
| 2025-09-26 | NP | FSMDX - 富達中盤指數基金 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 | 910,777 | 6.22 | 59,210 | 13.13 | ||||
| 2025-09-29 | NP | SPUU - Direxion 每日 S&P 500(R) 牛市 2 倍股票 | 804 | 25.04 | 52 | 33.33 | ||||
| 2025-09-25 | NP | DGRO - iShares 核心股利成長 ETF | 638,035 | 6.73 | 41,479 | 13.67 | ||||
| 2026-01-06 | 13F | 贖金諮詢有限公司 | 1,203 | 0.00 | 78 | -3.70 | ||||
| 2026-01-15 | 13F | 三季財富有限公司 | 4,834 | 0.00 | 314 | -3.38 | ||||
| 2026-02-17 | 13F | 創意規劃 | 149,756 | 33.07 | 9,736 | 28.33 | ||||
| 2026-02-05 | 13F | 阿特里亞投資有限公司 | 43,666 | 3.01 | 2,839 | -0.67 | ||||
| 2025-08-27 | NP | 高級系列信託 - Ast 學術策略資產配置投資組合 | 2,400 | 18,361.54 | 145 | |||||
| 2026-01-28 | 13F | 邊緣財務顧問有限責任公司 | 3,104 | 0.00 | 202 | -3.83 | ||||
| 2025-08-28 | NP | SPTM - SPDR(R) 投資組合總股票市場 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 | 47,014 | 2.03 | 2,843 | -4.15 | ||||
| 2025-09-24 | NP | TNXAX - 1290 DoubleLine動態配置基金A類 | 906 | -0.88 | 59 | 7.41 | ||||
| 2026-02-17 | 13F | 克利爾街市場有限公司 | 1,457 | 228.89 | 95 | 224.14 | ||||
| 2025-09-25 | NP | SMDVX - 哈特福德施羅德美國中型股機會基金 A 類 | 199,900 | 0.00 | 12,995 | 6.51 | ||||
| 2026-02-17 | 13F | 加州教師退休制度 | 304,707 | -1.54 | 19,809 | -5.05 | ||||
| 2026-02-17 | 13F | 駿利亨德森集團有限公司 | 11,134,938 | 2.05 | 723,882 | -1.58 | ||||
| 2025-09-29 | NP | SPXL - Direxion 每日 S&P 500(R) 牛市 3 倍股票 | 17,822 | 16.29 | 1,159 | 23.85 | ||||
| 2025-09-25 | NP | ILCV - iShares Morningstar 大盤價值 ETF | 10,378 | -2.54 | 675 | 3.85 | ||||
| 2025-08-27 | NP | LSEIX - Persimmon 多/空基金 I 類股票 | 279 | 0.00 | 17 | -5.88 | ||||
| 2026-02-10 | 13F | 遺產信託公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | ONEO - SPDR Russell 1000 動量焦點 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,820 | 10.84 | 110 | 4.76 | ||||
| 2026-02-09 | 13F | 亨廷頓國家銀行 | 9,012 | 0.39 | 586 | -3.31 | ||||
| 2025-11-13 | 13F | 箭街資本有限合夥企業 | 0 | -100.00 | 0 | |||||
| 2025-09-29 | NP | XYLD - Global X S&P 500 備兌買權 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 | 15,689 | -11.96 | 1,020 | -6.26 | ||||
| 2026-02-13 | 13F | 管家顧問有限公司 | 6 | 50.00 | 0 | |||||
| 2026-01-16 | 13F | 標準人壽安本股份有限公司 | 86,551 | 0.52 | 5,627 | -3.05 | ||||
| 2026-01-29 | 13F | 聯信銀行 | 49,531 | -4.83 | 3,220 | -8.21 | ||||
| 2025-11-14 | 13F | Mbb 公共市場 I Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-10 | 13F | 道明資產管理公司 | 110,407 | -0.32 | 7,178 | -3.87 | ||||
| 2026-01-20 | 13F | 美國國家銀行 | 60 | 0.00 | 4 | -25.00 | ||||
| 2026-02-13 | 13F | 採石場LP | 126 | -41.40 | 8 | -42.86 | ||||
| 2025-08-28 | NP | IWR - iShares Russell 中型 ETF | 893,811 | 3.19 | 54,049 | -3.03 | ||||
| 2026-02-12 | 13F | 韋德布希證券公司 | 8,036 | 8.33 | 1 | |||||
| 2025-08-27 | NP | VINIX - 先鋒機構指數基金機構股票 | 1,575,598 | -0.51 | 95,276 | -6.50 | ||||
| 2025-08-29 | NP | GCPAX - Gateway 股票認購溢價基金 A 類 | 11,920 | 0.00 | 721 | -6.13 | ||||
| 2026-02-17 | 13F | DL卡爾森投資集團公司 | 4,301 | 0.00 | 280 | -3.46 | ||||
| 2026-02-17 | 13F | 韋斯特伍德控股集團公司 | 144,295 | 0.55 | 9,381 | -3.04 | ||||
| 2025-08-28 | NP | MUXAX - Victory S&P 500 指數基金 A 類 | 1,295 | -2.12 | 78 | -8.24 | ||||
| 2025-09-24 | NP | MTUM - iShares Edge MSCI 美國動量因子 ETF | 271,307 | 5.65 | 17,638 | 12.52 | ||||
| 2025-09-24 | NP | ACWI - iShares MSCI ACWI ETF | 71,476 | -2.32 | 4,647 | 4.03 | ||||
| 2025-09-02 | NP | EIPIX - EIP 成長與收益基金 I 類 | 16,690 | 0.00 | 1,085 | 6.58 | ||||
| 2025-09-26 | NP | 鄧普頓全球收入基金 | Short | -627 | -41 | |||||
| 2026-02-09 | 13F | 港口投資公司 | 154,850 | 89.04 | 10,067 | 82.32 | ||||
| 2025-08-27 | NP | VMVIX - 先鋒中盤價值指數基金投資人股票 | 1,621,705 | -1.51 | 98,065 | -7.45 | ||||
| 2026-01-22 | 13F | 平博銀行公司 | 98 | 0.00 | 6 | 0.00 | ||||
| 2025-09-26 | NP | PFM - Invesco Dividend Achievers ETF | 7,390 | -0.93 | 480 | 5.49 | ||||
| 2026-02-10 | 13F | 美國互助資本管理有限公司 | 27,596 | -0.91 | 1,794 | -4.42 | ||||
| 2026-02-17 | 13F | Citadel 顧問有限公司 | Put | 0 | -100.00 | 0 | ||||
| 2026-02-12 | 13F | 創辦人金融聯盟有限責任公司 | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | DT 投資夥伴有限責任公司 | 1,636 | 0.00 | 106 | -3.64 | ||||
| 2026-02-11 | 13F | Tiaa 信託、全國協會 | 9,306 | -8.95 | 605 | -12.21 | ||||
| 2026-02-13 | 13F | 花旗集團 | 432,007 | 49.39 | 28,085 | 44.06 | ||||
| 2026-02-13 | 13F | MAI資本管理 | 1,764 | 223.08 | 115 | 216.67 | ||||
| 2025-11-14 | 13F | Point72 歐洲（倫敦）有限責任合夥 | 3,927 | 265 | ||||||
| 2026-02-13 | 13F | 資源投資顧問有限責任公司。 | 6,345 | -3.07 | 412 | -6.58 | ||||
| 2025-08-27 | NP | RYDEX 可變信託 - S&P 500 2x 策略基金可變年金 | 397 | 285.44 | 24 | 300.00 | ||||
| 2026-02-17 | 13F | 普萊斯 T Rowe Associates Inc /md/ | 8,393,496 | 799.26 | 546 | 779.03 | ||||
| 2025-09-26 | NP | UTPIX - 公用事業 Ultrasector 深度投資者類別 | 2,288 | 37.50 | 149 | 46.53 | ||||
| 2025-08-29 | NP | MFUS - PIMCO RAFI 動態多因子美國股票 ETF | 709 | 8.74 | 43 | 2.44 | ||||
| 2026-02-03 | 13F | 西格瑪投資顧問公司 | 3,580 | 0.00 | 233 | -3.73 | ||||
| 2026-02-06 | 13F | 烏龜投資管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | 保誠系列基金 - 保守平衡投資組合 I 類 | 6,800 | 0.00 | 411 | -5.95 | ||||
| 2025-09-25 | NP | TMCVX - Thrivent 中型價值基金 S 級 | 5,505 | -10.49 | 358 | -4.80 | ||||
| 2025-09-26 | NP | LVPIX - 大盤價值深度投資者類別 | 47 | -96.68 | 3 | -96.51 | ||||
| 2025-09-23 | NP | EPLIX - MainStay Epoch 美國股票收益基金投資者類別 | 110,995 | -0.85 | 7,216 | 5.59 | ||||
| 2025-09-24 | NP | SWPPX - 嘉信標準普爾 500 指數基金 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 | 571,909 | 0.00 | 37,180 | 6.50 | ||||
| 2026-02-11 | 13F | 槍證券公司 | 56,732 | 5.74 | 3,688 | 1.68 | ||||
| 2026-02-13 | 13F | 切維蔡斯信託控股公司 | 131,573 | -0.21 | 8,554 | -3.76 | ||||
| 2026-01-23 | 13F | 巴頓基金管理公司 | 3,459 | -4.61 | 225 | -8.20 | ||||
| 2026-02-13 | 13F | 勝利資本管理公司 | 8,578,743 | -5.96 | 557,704 | -9.31 | ||||
| 2025-09-25 | NP | JFLI - 摩根大通彈性收入ETF | 258 | 17 | ||||||
| 2025-08-29 | NP | JAFRX - 資本增值價值信託資產淨值類別 | 2,300 | 0.00 | 139 | -6.08 | ||||
| 2026-02-12 | 13F | APG 資產管理公司 | 129,707 | -52.96 | 7,180 | -54.61 | ||||
| 2026-02-13 | 13F | Centiva 資本有限合夥人 | 6,189 | 402 | ||||||
| 2025-09-25 | NP | AALGX - Thrivent 全球股票基金 A 類 | 5,466 | -53.43 | 355 | -50.42 | ||||
| 2025-09-26 | NP | 約翰漢考克稅收優惠股息收入基金 | 320,000 | 0.00 | 20,803 | 6.51 | ||||
| 2026-02-17 | 13F | 雷蒙德詹姆斯金融公司 | 269,635 | 1.05 | 17,529 | -2.55 | ||||
| 2026-01-12 | 13F | CVA 家族辦公室有限公司 | 153 | -6.13 | 10 | -10.00 | ||||
| 2026-02-12 | 13F | 貝萊德公司 | 24,325,896 | 1.22 | 1,581,427 | -2.38 | ||||
| 2025-08-27 | NP | 安聯可變保險產品信託 - AZL Russell 1000 價值指數基金 2 級 | 5,735 | -10.92 | 347 | -16.43 | ||||
| 2025-08-28 | NP | CDC - VictoryShares US EQ 收入增強波動性 Wtd ETF | 157,249 | -3.51 | 9,509 | -9.34 | ||||
| 2026-02-17 | 13F | 萊爾德諾頓信託公司 | 6,138 | 399 | ||||||
| 2026-01-23 | 13F | Optima Capital LLC | 9 | 1 | ||||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 42 | 3 | ||||||
| 2025-08-27 | NP | TRANSAMERICA 系列信託 - Transamerica BlackRock 全球分配副總裁初始 | 1,507 | -3.46 | 91 | -9.00 | ||||
| 2026-01-28 | 13F | Deka銀行德意志Girozentrale | 52,190 | 0.00 | 3 | -33.33 | ||||
| 2026-02-17 | 13F | 猶他州退休系統 | 42,171 | 0.00 | 2,742 | -3.55 | ||||
| 2026-02-06 | 13F | 麥金利卡特財富服務公司 | 4,020 | 0.00 | 261 | -3.33 | ||||
| 2026-02-13 | 13F | 凱恩·安德森·魯德尼克投資管理有限公司 | 4 | 300.00 | 0 | |||||
| 2025-09-26 | NP | FLAPX - 富達 Flex 中型股指數基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 5,838 | -48.11 | 380 | -44.75 | ||||
| 2026-02-12 | 13F | 殖民信託公司 / SC | 578 | -83.14 | 38 | -83.98 | ||||
| 2025-09-26 | NP | ULPIX - Ultrabull Profund 投資者類別 | 574 | 12.55 | 37 | 19.35 | ||||
| 2026-01-21 | 13F | 新橋金融服務集團有限公司 | 767 | 0.79 | 50 | -3.92 | ||||
| 2026-02-02 | 13F | 新英格蘭資本財務顧問有限責任公司 | 1,486 | 0.00 | 97 | -4.00 | ||||
| 2026-02-09 | 13F | 漢茲金融服務公司 | 2,813 | 402.32 | 0 | |||||
| 2026-02-10 | 13F | 墨菲與穆里克資本管理公司 | 1 | 0 | ||||||
| 2026-01-23 | 13F | 鮑曼公司 | 5,741 | 0.30 | 373 | -3.12 | ||||
| 2026-02-02 | 13F | 奧本海默公司 | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | 農商投資公司 | 3,379 | -13.05 | 220 | -16.09 | ||||
| 2026-02-17 | 13F | GAM控股公司 | 0 | -100.00 | 0 | |||||
| 2026-01-07 | 13F | 埃弗哈特金融集團有限公司 | 4,180 | 272 | ||||||
| 2026-02-10 | 13F | 基金會投資顧問有限責任公司 | 8,730 | 19.36 | 568 | 15.01 | ||||
| 2026-02-17 | 13F | FIL有限公司 | 2,941 | 13.12 | 191 | 9.14 | ||||
| 2026-01-23 | 13F | RSM美國財富管理股份有限公司 | 56,630 | -2.21 | 3,705 | -5.10 | ||||
| 2026-01-15 | 13F | 錳服務 Vermogensbeheer BV | 97,489 | 1.55 | 6 | 0.00 | ||||
| 2025-09-25 | NP | JCTR - 摩根大通碳轉型美國股票 ETF | 49 | -83.04 | 3 | -81.25 | ||||
| 2026-01-13 | 13F | 史蒂芬斯諮詢有限公司 | 3 | 0 | ||||||
| 2025-08-28 | NP | SSTIX - 道富總回報 VIS 基金 1 類股票 | 1,656 | 22.12 | 100 | 14.94 | ||||
| 2026-01-16 | 13F | 路易斯安那州僱員退休制度 | 13,100 | -2.96 | 852 | -6.48 | ||||
| 2026-01-28 | 13F | 芝加哥合夥人投資集團股份有限公司 | 4,369 | 1.11 | 292 | -0.34 | ||||
| 2025-08-27 | NP | JNL 系列信託 - JNL 多經理另類基金 (A) | Short | -723 | -44 | |||||
| 2026-01-26 | 13F | 私人信託公司 | 4,340 | 0.44 | 282 | -3.09 | ||||
| 2026-02-11 | 13F | Simplex 貿易有限公司 | 140 | -98.78 | 9 | |||||
| 2026-02-11 | 13F | Simplex 貿易有限公司 | Call | 3,400 | 36.00 | 221 | ||||
| 2025-08-29 | NP | JAGMX - 500 指數信託資產淨值 | 53,489 | 0.00 | 3,234 | -6.04 | ||||
| 2026-02-02 | 13F | 基石規劃集團有限公司 | 45 | 309.09 | 3 | |||||
| 2026-02-11 | 13F | Simplex 貿易有限公司 | Put | 1,200 | 100.00 | 78 | ||||
| 2026-01-23 | 13F | 三井住友信託控股公司 | 602,064 | -1.06 | 39,140 | -4.59 | ||||
| 2026-02-10 | 13F | 西太平洋銀行 | 20,610 | 39.81 | 1,340 | 34.84 | ||||
| 2025-09-24 | NP | FXU - First Trust Utilities 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 | 672,589 | 71.14 | 43,725 | 82.27 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 稅務管理中小型股基金 | 116,233 | 2.86 | 7,029 | -3.34 | ||||
| 2026-02-10 | 13F | Natixis 顧問有限公司 | 243,413 | -0.61 | 16 | -6.25 | ||||
| 2026-02-12 | 13F | 文藝復興科技有限公司 | 421,400 | 61.83 | 27,395 | 56.07 | ||||
| 2026-02-17 | 13F | 布萊爾威廉公司 | 18,108 | 3.25 | 1,177 | -0.42 | ||||
| 2025-10-28 | 13F | 布林莫爾信託公司 | 1,653 | 39.38 | 111 | 56.34 | ||||
| 2025-09-24 | NP | FUTY - 富達 MSCI 公用事業指數 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 | 341,359 | 3.22 | 22,192 | 9.93 | ||||
| 2026-02-17 | 13F | 薩斯奎哈納基本投資有限公司 | 158,422 | 0.00 | 10,299 | -3.56 | ||||
| 2026-02-13 | 13F | 肯彭資本管理公司 | 123,553 | -3.86 | 8,032 | -7.28 | ||||
| 2025-08-28 | NP | FSMSX - FS 多重策略另類基金 I 類 | Short | -5,234 | -316 | |||||
| 2026-01-16 | 13F | 克魯顧問有限公司 | 27 | 0.00 | 2 | 0.00 | ||||
| 2026-01-27 | 13F | 退休收入解決方案公司 | 6,502 | 0.00 | 423 | -3.65 | ||||
| 2026-02-05 | 13F | 希爾斯銀行信託公司 | 71,979 | 41.90 | 4,679 | 36.85 | ||||
| 2025-09-25 | NP | DFQTX - 美國核心股票 2 投資組合 - 機構類別 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 | 189,574 | 0.00 | 12,324 | 6.51 | ||||
| 2026-02-13 | 13F | 恆線顧問公司 | 563,919 | -3.24 | 36,660 | -6.68 | ||||
| 2025-11-13 | 13F | 地理財富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2026-02-17 | 13F | SageView 顧問集團股份有限公司 | 135 | 9 | ||||||
| 2025-11-14 | 13F | 法國外貿銀行 | 0 | -100.00 | 0 | |||||
| 2026-02-03 | 13F | 道德公司 | 18,895 | -1.17 | 1,228 | -4.66 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理中型價值投資組合 1 級 | 11,908 | 11.64 | 720 | 4.96 | ||||
| 2026-02-06 | 13F | Pnc 金融服務集團公司 | 49,388 | 0.50 | 3,211 | -3.08 | ||||
| 2026-02-17 | 13F | 達美全球管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | STXV - Strive 1000 價值 ETF | 1,100 | -5.58 | 67 | -10.81 | ||||
| 2026-02-13 | 13F | Motiv8 投資有限公司 | 78 | 0 | ||||||
| 2025-08-27 | NP | JNL 系列信託 - JNL/Mellon MSCI KLD 400 社會指數基金 (A) | 4,465 | -4.02 | 270 | -10.03 | ||||
| 2026-02-09 | 13F | 大西洋信託有限公司 | 383 | 62.29 | 25 | 60.00 | ||||
| 2025-08-28 | NP | SLGFX - SIMT 大盤指數基金 F 類 | 5,221 | 0.00 | 316 | -5.97 | ||||
| 2026-02-10 | 13F/A | 西北互助財富管理公司 | 39,472 | 2.63 | 2,566 | -1.00 | ||||
| 2026-02-13 | 13F | Alerus 金融納 | 93,578 | 3.95 | 6,084 | 0.25 | ||||
| 2026-02-17 | 13F | Nissay 資產管理公司 /日本/ /adv | 33,387 | 1.67 | 2,170 | -1.94 | ||||
| 2026-02-12 | 13F | 大谷顧問集團有限公司 | 3,162 | 0.54 | 206 | -3.30 | ||||
| 2026-01-28 | 13F | 亞利桑那州退休系統 | 70,502 | -7.02 | 4,583 | -10.33 | ||||
| 2026-02-09 | 13F | 吉尼斯資產管理股份有限公司 | 1,718 | 44.49 | 112 | 41.77 | ||||
| 2026-02-04 | 13F | 美洲諮詢服務有限公司 | 0 | -100.00 | 0 | |||||
| 2025-09-26 | NP | EIPX - FT Energy Income Partners 策略 ETF | 15,596 | -2.32 | 1,014 | 4.00 | ||||
| 2026-01-12 | 13F | 豐富財富管理 | 55 | 3.77 | 4 | 0.00 | ||||
| 2025-09-25 | NP | THMAX - Thrivent適度配置基金A類 | 2,806 | -14.19 | 182 | -8.54 | ||||
| 2025-11-12 | 13F | 克里克穆爾資產管理有限公司 | 1,060 | 0.00 | 71 | 10.94 | ||||
| 2026-02-02 | 13F | 美國信安金融集團 | 939,609 | -0.43 | 61,085 | -3.97 | ||||
| 2026-02-13 | 13F | 海德蘭茲技術有限公司 | 19,783 | 1,286 | ||||||
| 2026-02-10 | 13F | 康納克拉克倫投資管理有限公司 | 0 | -100.00 | 0 | |||||
| 2026-01-27 | 13F | 蘇黎世州立銀行 (Zurich Cantonalbank) | 79,195 | 5,148 | ||||||
| 2026-02-05 | 13F | 必要資本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-11-14 | 13F | Polymer資本管理（美國）有限責任公司 | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | 紐約州教師退休制度 | 266,287 | -0.98 | 17 | -5.56 | ||||
| 2025-08-27 | NP | 高級系列信託 - Ast Prudential Growth Allocation Portfolio | 5,856 | -5.64 | 354 | -11.28 | ||||
| 2026-02-09 | 13F | 新時代阿爾法顧問有限責任公司 | 354 | -7.09 | 23 | -8.00 | ||||
| 2026-02-10 | 13F | 私人財富資產管理有限公司 | 1,963 | -2.29 | 128 | -5.93 | ||||
| 2026-02-13 | 13F | 加拿大國家銀行/fi/ | 113,533 | 31.79 | 7,380 | 27.09 | ||||
| 2025-09-25 | NP | DFUS - 維度美國股票 ETF | 67,631 | -3.68 | 4,397 | 2.57 | ||||
| 2026-02-13 | 13F | 財務自由有限責任公司 | 451 | 0.00 | 29 | -3.33 | ||||
| 2026-01-27 | 13F | 一號資產管理有限公司 | 158,077 | -0.43 | 10,341 | -3.38 | ||||
| 2025-08-29 | NP | DAEIX - Dean 股權收益基金 | 27,272 | -30.26 | 1,649 | -34.46 | ||||
| 2026-02-03 | 13F | 科辛斯基資產管理公司 | 17,239 | -1.68 | 1,121 | -5.17 | ||||
| 2026-02-11 | 13F | 第一指揮諮詢服務公司 | 530 | 0.00 | 34 | -2.86 | ||||
| 2026-02-12 | 13F | 卡倫家族辦公室有限公司 | 6,617 | 29.24 | 430 | 24.64 | ||||
| 2026-01-09 | 13F | 戰術顧問有限公司 | 3,187 | 207 | ||||||
| 2026-02-06 | 13F | 全球退休夥伴有限責任公司 | 2,703 | -13.92 | 176 | -17.06 | ||||
| 2026-02-06 | 13F | ProShare 顧問有限公司 | 49,154 | 7.71 | 3,196 | 3.87 | ||||
| 2026-02-03 | 13F | 巴倫坦合作夥伴有限責任公司 | 4,239 | 5.74 | 276 | 1.85 | ||||
| 2026-02-11 | 13F | 賽普拉斯資本集團 | 5,553 | 0.00 | 361 | -3.48 | ||||
| 2025-09-26 | NP | FFEIX - Nuveen 股利價值基金 A 類 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 | 753,138 | -3.23 | 48,962 | 3.07 | ||||
| 2025-08-27 | NP | HCIGX - 機構成長股票投資組合 HC 策略性股票 | 20,369 | 10.96 | 1,232 | 4.23 | ||||
| 2026-02-10 | 13F | 寬博科技有限公司 | 16,187 | 1,930.99 | 1,052 | 1,884.91 | ||||
| 2026-02-11 | 13F | Jw 科爾顧問公司 | 50,124 | 11.34 | 3,170 | 4.48 | ||||
| 2026-02-17 | 13F | 前奏資本管理有限公司 | 5,804 | 377 | ||||||
| 2026-02-04 | 13F | 帕瑟顧問公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-01-12 | 13F | 羅布爾貝爾科公司 | 833 | 0 | ||||||
| 2026-02-09 | 13F | 探索合作夥伴有限責任公司 | 52,354 | 168.56 | 3,404 | 158.98 | ||||
| 2026-02-17 | 13F | Ameriflex 集團公司 | 113 | -50.00 | 7 | -53.33 | ||||
| 2025-09-25 | NP | AABFX - Thrivent 平衡收益加基金 A 類 | 1,690 | -64.85 | 110 | -62.80 | ||||
| 2026-02-12 | 13F | 簡街集團股份有限公司 | Call | 35,200 | 259.18 | 2,288 | 246.67 | |||
| 2026-02-12 | 13F | 簡街集團股份有限公司 | 93,466 | 216.06 | 6,076 | 204.87 | ||||
| 2025-08-27 | NP | Jnl 系列信託 - Jnl 多重管理人中盤基金 (a) | 126,900 | -14.08 | 7,674 | -19.27 | ||||
| 2026-01-13 | 13F | CoreCap 顧問有限責任公司 | 900 | 2.04 | 58 | -1.69 | ||||
| 2025-08-27 | NP | Jnl 系列信託 - Jnl/mellon 公用事業部門基金 (a) | 124,954 | 15.99 | 7,556 | 8.99 | ||||
| 2026-02-27 | 13F | 策略投資解決方案公司/伊利諾州 | 247 | 0.82 | 16 | 0.00 | ||||
| 2026-01-26 | 13F/A | 生命財富投資股份有限公司 | 0 | -100.00 | 0 | |||||
| 2026-01-15 | 13F | 沃恩·尼爾森投資管理有限公司 | 869,740 | 23.09 | 56,542 | 18.71 | ||||
| 2026-01-07 | 13F | 林奇建築事務所/ | 4,406 | -2.22 | 286 | -5.61 | ||||
| 2026-02-17 | 13F | Optiver控股有限公司 | 254 | 17 | ||||||
| 2025-11-06 | 13F | LexAurum 顧問有限公司 | 7,220 | 0.00 | 487 | 11.47 | ||||
| 2026-01-15 | 13F | 尼薩投資顧問有限公司 | 199,794 | 1.12 | 12,989 | -2.48 | ||||
| 2026-02-17 | 13F | DV貿易有限公司 | 7 | 0 | ||||||
| 2026-02-05 | 13F | 德納投資顧問公司 | 12,922 | 6.60 | 840 | 2.82 | ||||
| 2026-02-17 | 13F | BTG Pactual 資產管理美國有限責任公司 | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | 瑞銀資產管理美洲公司 | 1,173,170 | -5.07 | 76,268 | -8.45 | ||||
| 2025-08-27 | NP | VIMSX - 先鋒中盤指數基金投資人股票 | 5,670,997 | 2.59 | 342,925 | -3.60 | ||||
| 2026-01-12 | 13F | 對抗投資管理公司 | 8,373 | -4.88 | 544 | -8.26 | ||||
| 2026-02-13 | 13F | 第1832章 | 181,028 | 11,769 | ||||||
| 2025-10-28 | 13F | 活橡樹投資夥伴 | 8,844 | 428 | -4.89 | |||||
| 2025-09-25 | NP | QLV - FlexShares 美國品質低波動指數基金 | 9,877 | 54.33 | 642 | 64.62 | ||||
| 2026-01-29 | 13F | 昆特資本有限責任公司 | 1,115 | 21.33 | 72 | 18.03 | ||||
| 2025-09-26 | NP | FSUVX - 富達 SAI 美國低波動指數基金 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 | 165,711 | -43.91 | 10,773 | -40.26 | ||||
| 2025-08-27 | NP | RYSOX - S&P 500 基金 A 類 | 732 | -6.39 | 44 | -12.00 | ||||
| 2026-01-28 | 13F | 華僑銀行 | 10,201 | 70.02 | 663 | 64.11 | ||||
| 2026-02-18 | 13F | VGI 合作夥伴有限公司 | 20,482 | 1,332 | ||||||
| 2026-01-14 | 13F | 西北財富管理股份有限公司 | 6,527 | -0.55 | 424 | -4.07 | ||||
| 2026-01-26 | 13F | KBC 集團 | 24,515 | 0.00 | 2 | 0.00 | ||||
| 2026-02-13 | 13F | 新斯科細亞銀行 | 147,162 | 365.33 | 9,567 | 348.94 | ||||
| 2025-09-24 | NP | 貝萊德 ETF 信託 - iShares 基礎設施主動式 ETF | 1,680 | 109 | ||||||
| 2026-01-29 | 13F | 百達資產管理控股公司 | 4,067,962 | 5.59 | 264,458 | 1.83 | ||||
| 2026-02-13 | 13F | 10Elms律師事務所 | 2,388 | 0.00 | 155 | -3.12 | ||||
| 2026-02-12 | 13F | 阿爾卑斯顧問公司 | 20,276 | 50.01 | 1,318 | 44.68 | ||||
| 2025-09-29 | NP | PUI - Invesco DWA 公用事業動量 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 | 32,152 | 3.40 | 2,090 | 10.17 | ||||
| 2026-01-27 | 13F | 長榮資本管理有限公司 | 3,449 | -2.49 | 224 | -5.88 | ||||
| 2025-08-27 | NP | 安聯可變保險產品信託 - AZL T. Rowe Price 資本增值基金 2 級 | 5,300 | 0.00 | 320 | -6.16 | ||||
| 2025-11-12 | 13F | Tounjian Advisory Partners有限責任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-09-29 | NP | CVSIX - 卡拉莫斯市場中性收益基金 A 類 | Short | -266,700 | 74.66 | -17,338 | 86.03 | |||
| 2026-01-30 | 13F | 第一信託投資顧問公司 | 5,000 | 0.00 | 0 | |||||
| 2026-02-05 | 13F | 北達科他州投資委員會 | 8,809 | 573 | ||||||
| 2026-02-06 | 13F | 深刻顧問有限公司 | 12,758 | -5.02 | 829 | -8.40 | ||||
| 2026-02-12 | 13F | 聯邦股權服務有限公司 | 103,673 | -18.58 | 6,740 | 84,137.50 | ||||
| 2026-02-13 | 13F | 資本廣場有限公司 | 4,540 | 0.07 | 295 | -3.28 | ||||
| 2025-09-23 | NP | MYSPX - MainStay MacKay S&P 500 指數基金投資者類別 | 8,034 | 1.31 | 522 | 7.85 | ||||
| 2025-09-29 | NP | UTSL - Direxion 每日公用事業牛市 3 倍股票 | 4,283 | -1.68 | 278 | 4.91 | ||||
| 2026-01-20 | 13F | Ethos金融集團有限責任公司 | 3,175 | 206 | ||||||
| 2026-02-26 | 13F | 安佳投資管理有限公司 | 11 | 0.00 | 1 | |||||
| 2026-02-11 | 13F | 德匯惠特尼信託有限責任公司 | 155,054 | -0.12 | 10,080 | -3.68 | ||||
| 2026-02-17 | 13F | 野山羊財富顧問 | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | 佛蒙特州信託公司 | 1,875 | 0.00 | 122 | -3.97 | ||||
| 2026-01-14 | 13F | Kmg 信託合夥人股份有限公司 | 3,422 | 0.00 | 222 | -3.48 | ||||
| 2026-01-28 | 13F | 巴雷特公司 | 350 | 0.00 | 23 | -4.35 | ||||
| 2025-11-14 | 13F | 工程師 門經理 LP | 0 | -100.00 | 0 | |||||
| 2026-01-26 | 13F | 百特兄弟公司 | 4,007 | 0.00 | 260 | -3.70 | ||||
| 2026-02-12 | 13F | JPL 財富管理有限公司 | 0 | -100.00 | 0 | |||||
| 2026-01-30 | 13F | 策略藍圖有限責任公司 | 22,453 | 1.17 | 1,460 | -2.47 | ||||
| 2026-01-26 | 13F | 梅里特金融集團股份有限公司 | 44,187 | 271.73 | 2,873 | 258.55 | ||||
| 2026-02-13 | 13F | 阿雷特財富顧問有限責任公司 | 3,614 | 0 | ||||||
| 2026-02-19 | 13F | 範迪斯特資本有限責任公司 | 5,223 | 340 | ||||||
| 2026-01-27 | 13F | 戈德西和吉布事務所 | 369,980 | -0.71 | 24,052 | -4.24 | ||||
| 2025-09-26 | NP | BKLC - 紐約梅隆銀行美國大盤核心股票 ETF | 17,035 | 26.25 | 1,107 | 34.51 | ||||
| 2026-01-26 | 13F | 內華達州惠蒂爾信託公司 | 2,171 | 0.00 | 142 | -2.76 | ||||
| 2025-09-26 | NP | TIGRX - TIAA-CREF 成長與收入基金機構類別 | 1,121,046 | -19.33 | 72,879 | -14.09 | ||||
| 2026-02-06 | 13F | 勞埃德諮詢服務有限公司。 | 9 | 1 | ||||||
| 2025-09-25 | NP | MMUFX - MFS 公用事業基金 A | 1,104,515 | 17.76 | 71,805 | 25.42 | ||||
| 2025-08-28 | NP | MMTM - SPDR S&P 1500 動量傾斜 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 | 1,100 | 44.74 | 67 | 37.50 | ||||
| 2026-02-17 | 13F | 高峰會全球投資 | 0 | -100.00 | 0 | |||||
| 2025-11-13 | 13F | 德州僱員退休制度 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | NTSX - WisdomTree 90/60 美國平衡基金 不適用 | 4,130 | -19.93 | 250 | -24.77 | ||||
| 2025-09-26 | NP | RTDAX - 多因子美國股票基金 A 類 | 3,297 | 64.77 | 214 | 75.41 | ||||
| 2025-09-26 | NP | FLCOX - 富達大盤價值指數基金 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 | 105,813 | -5.31 | 6,879 | 0.85 | ||||
| 2025-08-28 | NP | TPHD - 蒂莫西計劃高股息股票 ETF | 63,980 | 15.24 | 3,869 | 8.29 | ||||
| 2025-08-29 | NP | FORTX - 亞伯拉罕堡壘基金 I 類 | 2,283 | 0.00 | 138 | -5.48 | ||||
| 2026-02-04 | 13F | 尼可拉斯公司 | 88,235 | 5,736 | ||||||
| 2025-09-26 | NP | PASIX - PACE 另類策略投資 A 類 | Short | -1,627 | 429.97 | -106 | 483.33 | |||
| 2026-02-10 | 13F | 里夫斯 WH 有限公司 | 3,057,253 | 71.84 | 198,752 | 65.73 | ||||
| 2026-01-30 | 13F/A | M&T銀行公司 | 51,486 | 3.44 | 3,346 | -0.27 | ||||
| 2026-02-04 | 13F | Securian 資產管理公司 | 6,962 | -43.54 | 453 | -45.61 | ||||
| 2026-02-10 | 13F | CIBC 資產管理公司 | 232,310 | 11.65 | 15,088 | 7.70 | ||||
| 2025-11-14 | 13F | 兩家西格瑪證券有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-11-10 | 13F | 科維茨投資集團合作夥伴有限責任公司 | 0 | -100.00 | 0 | |||||
| 2026-02-05 | 13F | 約翰·G·厄爾曼聯合公司 | 11,300 | 0.00 | 735 | -3.55 | ||||
| 2026-02-13 | 13F | 公共部門退休金投資委員會 | 0 | -100.00 | 0 | |||||
| 2026-01-14 | 13F | 湯普森投資管理公司 | 82,341 | 0.34 | 5,353 | -3.22 | ||||
| 2026-02-17 | 13F | 基礎建設資本顧問有限公司 | 14,164 | 5.73 | 921 | 2.79 | ||||
| 2026-01-22 | 13F | 馬薩諸塞州金融服務公司 /ma/ | 7,173,906 | 2.39 | 466,376 | -1.25 | ||||
| 2026-01-29 | 13F | 肯塔基州教師退休制度 | 20,106 | 0.00 | 1 | 0.00 | ||||
| 2026-02-11 | 13F | 富蘭克林資源公司 | 3,684,906 | 0.12 | 239,556 | -3.44 | ||||
| 2026-02-12 | 13F | IFM 投資者有限公司 | 57,868 | 0.40 | 4 | -99.92 | ||||
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小型價值基金 | 448,560 | -50.56 | 27,124 | -53.54 | ||||
| 2026-02-13 | 13F | 皇家倫敦資產管理有限公司 | 13,318 | -0.07 | 866 | -3.67 | ||||
| 2026-01-26 | 13F | 帕西恩私人財富有限責任公司 | 7,205 | 3.91 | 468 | 0.21 | ||||
| 2026-02-17 | 13F | 阿蒙迪 | 575,242 | 13.46 | 37,396 | 8.28 | ||||
| 2026-02-04 | 13F | Oxbow 顧問有限責任公司 | 4,916 | 0.00 | 320 | -3.63 | ||||
| 2026-02-12 | 13F/A | 松橋投資有限公司 | 11,134 | 724 | ||||||
| 2026-02-06 | 13F | 聯合銀行 | 8,342 | -19.34 | 542 | -22.24 | ||||
| 2026-02-13 | 13F | 巴克萊銀行 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2026-02-17 | 13F | 加拿大退休金計畫投資委員會 | 5,100 | 332 | ||||||
| 2025-08-29 | NP | LOPP - 加貝利愛我們的星球和人類 ETF | 3,345 | -10.10 | 202 | -15.48 | ||||
| 2025-08-28 | NP | 指數 - S&P 500(R) 等權重空載股 | 657 | 2.34 | 40 | -4.88 | ||||
| 2026-02-12 | 13F | 麥克米蘭辦公用品有限公司 | 1,544 | 100 | ||||||
| 2026-01-26 | 13F | Grace & White Inc /紐約 | 37,262 | -28.70 | 2,422 | -31.23 | ||||
| 2026-02-13 | 13F | Sourcerock集團有限責任公司 | 299,473 | 99.65 | 19,469 | 92.54 | ||||
| 2026-02-10 | 13F | 法國巴黎銀行套利公司 | 469,689 | 8.46 | 30,534 | 4.60 | ||||
| 2025-09-26 | NP | IMCB - iShares 晨星中型 ETF | 24,995 | 4.43 | 1,625 | 11.23 | ||||
| 2025-08-27 | NP | 進階系列信任 - AST 定量建模投資組合 | 220 | -35.29 | 13 | -38.10 | ||||
| 2026-02-06 | 13F | 蓋布爾斯資本管理公司 | 310 | 0.00 | 20 | 0.00 | ||||
| 2025-09-25 | NP | GASFX - 軒尼詩天然氣公用事業基金投資者類別 | 38,050 | 26.62 | 2,474 | 34.84 | ||||
| 2026-01-15 | 13F | 大水財富管理 | 3,447 | 0.00 | 224 | -3.45 | ||||
| 2026-02-17 | 13F | T. Rowe Price 投資管理公司 | 230,459 | -53.83 | 15 | -57.58 | ||||
| 2026-02-05 | 13F | 紐約人壽投資管理股份有限公司 | 35,669 | 1.02 | 2,319 | -2.61 | ||||
| 2025-08-27 | NP | Jnl 系列信託 - Jnl/mellon 標準普爾 500 指數基金 (a) | 74,730 | 0.00 | 4,519 | -6.03 | ||||
| 2026-01-14 | 13F | Nova財富管理有限公司 | 6 | 0.00 | 0 | |||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股票投資組合 A 類 | 405,644 | -39.18 | 24,529 | -42.85 | ||||
| 2025-09-25 | NP | VYM - Vanguard 高股息殖利率指數基金 ETF 股票 | 986,782 | 1.37 | 64,151 | 7.97 | ||||
| 2026-02-14 | 13F | 惠普伍德顧問有限公司 | 13 | 1 | ||||||
| 2026-01-05 | 13F | 公園大道證券有限公司 | 5,315 | 0.72 | 0 | |||||
| 2026-02-11 | 13F | 巴羅漢利莫威尼和施特勞斯有限公司 | 415 | 0.00 | 27 | -3.70 | ||||
| 2025-08-28 | NP | CFA - VictoryShares US 500 Volatility Wtd ETF | 24,612 | -2.44 | 1,488 | -8.32 | ||||
| 2026-02-02 | 13F | 薩切塔有限責任公司 | 29 | 0.00 | 2 | 0.00 | ||||
| 2026-02-11 | 13F | 沙漠互利管理員 | 340 | 0.00 | 22 | 0.00 | ||||
| 2025-10-21 | 13F | 麥克爾亨尼謝菲爾德資本管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-11 | 13F | GW&K 投資管理有限公司 | 57 | 0 | ||||||
| 2026-02-11 | 13F | 德意志銀行\ | 682,914 | 1.29 | 44,396 | -2.32 | ||||
| 2026-02-03 | 13F | 華盛頓信託顧問公司 | 3,866 | 0.00 | 251 | -3.46 | ||||
| 2026-02-13 | 13F | 斑眼貿易有限公司 | Call | 1,400 | -98.33 | 91 | -98.39 | |||
| 2026-02-13 | 13F | 艾姆斯國民公司 | 22,418 | 423.17 | 1,457 | 405.90 | ||||
| 2026-02-13 | 13F | 斑眼貿易有限公司 | 14,479 | 941 | ||||||
| 2025-09-26 | NP | FSAEX - 富達系列全行業股票基金 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 | 4,600 | 299 | ||||||
| 2025-08-27 | NP | 安聯可變保險產品信託 - AZL MSCI 全球股票指數基金 | 1,338 | 0.00 | 81 | -6.98 | ||||
| 2026-02-13 | 13F | 斑眼貿易有限公司 | Put | 1,600 | 300.00 | 104 | 300.00 | |||
| 2026-02-12 | 13F | 布林克資本投資有限公司 | 95,949 | 6.00 | 6,238 | 2.23 | ||||
| 2026-02-04 | 13F | 哈特福德投資管理公司 | 14,832 | -2.24 | 964 | -5.68 | ||||
| 2026-02-04 | 13F | 哨兵投資管理有限公司 | 652 | 0.00 | 0 | |||||
| 2026-02-12 | 13F | Ci投資公司 | 0 | -100.00 | 0 | |||||
| 2026-01-23 | 13F | 奧克斯勒私人財富有限責任公司 | 7,276 | 0.47 | 473 | -3.07 | ||||
| 2025-08-28 | NP | VICTORY 可變保險基金 - Victory S&P 500 指數 VIP 系列 I 類 | 422 | -3.87 | 26 | -10.71 | ||||
| 2026-01-22 | 13F | 巴特利特財富管理有限公司 | 2,515 | 52.42 | 164 | 46.85 | ||||
| 2026-02-04 | 13F | 顧問作業系統有限責任公司 | 16,157 | -2.91 | 1,050 | -6.33 | ||||
| 2025-08-29 | NP | NACP - 影響力股票 NAACP 少數族裔賦權 ETF | 425 | -5.35 | 26 | -10.71 | ||||
| 2026-02-17 | 13F | 北方信託公司 | 2,144,834 | -2.66 | 139,436 | -6.12 | ||||
| 2026-01-20 | 13F | 牧羊人財富管理股份有限公司責任股份有限公司 | 4,400 | 0.00 | 296 | 0.68 | ||||
| 2025-08-27 | NP | Jnl 系列信託 - Jnl/dfa 美國核心股票基金 (a) | 7,360 | 0.00 | 445 | -5.92 | ||||
| 2025-08-28 | NP | CBHAX - 勝利市場中性收益基金 A 類 | 111,338 | 4.21 | 6,733 | -2.08 | ||||
| 2026-02-10 | 13F | 黑茲利特伯特與沃森公司 | 182 | 0.00 | 0 | |||||
| 2026-01-08 | 13F | Versant 資本管理公司 | 298 | 23.14 | 19 | 18.75 | ||||
| 2026-01-09 | 13F | SG美洲證券股份有限公司 | 96,789 | 14.68 | 6 | 20.00 | ||||
| 2026-01-22 | 13F | 阿爾法歐米茄財富管理有限公司 | 44,250 | -18.29 | 2,877 | -21.21 | ||||
| 2026-01-30 | 13F | 價值財富顧問有限公司 | 7 | 0.00 | 0 | |||||
| 2026-02-19 | 13F | 景順有限公司 | 4,723,542 | -0.50 | 307,077 | -4.05 | ||||
| 2026-01-21 | 13F | Prime資本投資顧問有限公司 | 6,053 | -1.00 | 394 | -4.61 | ||||
| 2026-02-17 | 13F | 安大略省投資管理公司 | 17,291 | 43.59 | 1,124 | 38.59 | ||||
| 2026-02-17 | 13F | 顧問服務網絡股份有限公司 | 3,272 | -1.71 | 213 | -5.36 | ||||
| 2026-02-13 | 13F | Squarepoint Ops LLC | 64,327 | -40.66 | 4,182 | -42.78 | ||||
| 2026-01-28 | 13F | FORM財富顧問有限責任公司 | 4,925 | 3.84 | 320 | 11.89 | ||||
| 2026-01-05 | 13F | 海岸線信託公司 | 18,870 | 0.00 | 1,227 | -3.62 | ||||
| 2026-02-17 | 13F | 等投資顧問公司 | 195,956 | 4.53 | 12,739 | 0.82 | ||||
| 2025-11-13 | 13F | Glenmede投資管理有限公司 | 22,793 | 0.68 | 1,536 | 12.20 | ||||
| 2025-09-24 | NP | SNXFX - 嘉信 1000 指數基金 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 | 84,456 | 1.20 | 5,490 | 7.77 | ||||
| 2025-09-29 | NP | PHDG - Invesco S&P 500 下行對沖 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 | 294 | -27.59 | 19 | -17.39 | ||||
| 2026-02-04 | 13F | 山茱萸財富管理股份有限公司 | 4,056 | -15.82 | 264 | -18.83 | ||||
| 2025-08-27 | NP | BBVLX - Bridge Builder 大盤價值基金 | 11,018 | -6.90 | 666 | -12.48 | ||||
| 2026-01-12 | 13F | 悍馬財務顧問服務公司 | 4,400 | -6.38 | 286 | -9.49 | ||||
| 2025-11-14 | 13F | 耶魯山投資顧問有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2026-02-03 | 13F | 絞車諮詢服務有限責任公司 | 91 | 1.11 | 6 | -16.67 | ||||
| 2026-01-30 | 13F | Wealthfront 顧問有限公司 | 94,325 | 8.76 | 6,132 | 4.89 | ||||
| 2026-02-12 | 13F | 約翰遜金融集團公司 | 4,427 | -49.69 | 288 | -51.60 | ||||
| 2026-02-13 | 13F | Quattro Advisors LLC | 7 | 0 | ||||||
| 2026-02-13 | 13F | 密蘇裡信託投資公司 | 0 | -100.00 | 0 | |||||
| 2026-01-13 | 13F | 馬瑟集團有限責任公司。 | 0 | -100.00 | 0 | |||||
| 2026-02-11 | 13F | 資本分析師公司 | 148 | -32.73 | 0 | |||||
| 2026-02-02 | 13F | 塞羅太平洋財富顧問有限責任公司 | 4,000 | 0.00 | 260 | -3.35 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 16,930 | 13.15 | 1,101 | 9.13 | ||||
| 2026-02-11 | 13F | 石板石財富有限公司 | 3,869 | 0.00 | 0 | |||||
| 2026-02-17 | 13F | Massar 資本管理有限公司 | 20,125 | 1,308 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 積極配置投資組合 A 類 | 1,584 | -87.86 | 96 | -88.68 | ||||
| 2026-02-04 | 13F | 黑鷹資本合夥人有限責任公司。 | 15,056 | -8.98 | 979 | -12.29 | ||||
| 2026-02-06 | 13F | 第一商業金融服務公司 | 5,444 | -65.13 | 354 | -66.44 | ||||
| 2025-08-27 | NP | RYTTX - 標準普爾 500 2x 策略基金 A | 832 | 1.59 | 50 | -3.85 | ||||
| 2025-10-27 | 13F | 基克財富管理股份有限公司 | 0 | -100.00 | 0 | |||||
| 2025-11-14 | 13F | 德州永久學校基金 | 0 | -100.00 | 0 | |||||
| 2025-09-25 | NP | Thrivent 核心基金 - Thrivent 核心中型價值基金 | 55,505 | -48.71 | 3,608 | -45.37 | ||||
| 2026-02-04 | 13F | 大西洋聯合銀行股份公司 | 888 | 58 | ||||||
| 2025-08-28 | NP | AXMNX - Acclivity 中盤多風格基金 Acclivity 中盤多風格 N 股 | 154 | 15.79 | 9 | 12.50 | ||||
| 2026-02-11 | 13F | 埃弗里特哈里斯公司 /ca/ | 16,272 | 0.00 | 1,058 | -3.56 | ||||
| 2026-02-10 | 13F | 阿卡迪亞資產管理有限公司 | 1,732 | 0.00 | 0 | |||||
| 2026-02-17 | 13F | 畢爾巴鄂比斯開阿根廷銀行 | 0 | -100.00 | 0 | |||||
| 2026-01-16 | 13F | 迪努佐私人財富有限公司 | 38 | 0.00 | 2 | 0.00 | ||||
| 2026-02-05 | 13F | 奧爾沃斯金融有限公司 | 3,254 | 0.99 | 212 | -2.76 | ||||
| 2026-02-18 | 13F | Galaxy Group Investments LLC | 1,041 | 68 | ||||||
| 2026-01-12 | 13F | Fonder AB 取得進展 | 1,667 | 108 | ||||||
| 2026-02-13 | 13F | Gts 證券有限公司 | 0 | -100.00 | 0 | |||||
| 2025-09-29 | NP | XRMI - Global X S&P 500 風險管理收益 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 | 202 | -23.19 | 13 | -18.75 | ||||
| 2025-09-24 | NP | 貝萊德基金 - iShares 羅素中型股指數機構基金 | 44,251 | 0.00 | 2,877 | 6.48 | ||||
| 2026-02-17 | 13F | 費爾斯卡爾資本有限責任公司 | 200 | 0.00 | 13 | 0.00 | ||||
| 2026-01-23 | 13F | Nbt 銀行 NA /紐約 | 130 | -3.70 | 178 | -3.26 | ||||
| 2026-02-02 | 13F | 地平線投資有限公司 | 4,143 | 3.19 | 269 | 0.37 | ||||
| 2026-02-10 | 13F | 瑪麗埃塔投資合夥公司 | 29,722 | 0.00 | 1,932 | -3.54 | ||||
| 2026-02-18 | 13F | 維登顧問有限公司 | 11,560 | -19.27 | 752 | -22.18 | ||||
| 2026-02-11 | 13F | 威望財富管理集團股份有限公司 | 143 | 0.00 | 9 | 0.00 | ||||
| 2025-09-26 | NP | LQAI - LG QRAFT 人工智慧驅動的美國大盤核心 ETF | 614 | 40 | ||||||
| 2026-02-06 | 13F | 卡倫/弗羅斯特銀行家公司 | 7,771 | -0.12 | 505 | -3.63 | ||||
| 2025-08-27 | NP | AAHYX - Thrivent Diversified Income Plus 基金 A 類 | 2,434 | -66.14 | 147 | -68.18 | ||||
| 2026-02-05 | 13F | 路德會的 Thrivent 金融 | 1,194,883 | -9.18 | 78 | -12.50 | ||||
| 2026-02-06 | 13F | BOK Financial Private Wealth, Inc. 韓國銀行金融私人財富有限公司 | 283 | 18 | ||||||
| 2026-02-17 | 13F | 邁爾斯電力公司 | 2,956,947 | -1.23 | 192,231 | -4.74 | ||||
| 2026-01-29 | 13F | 阿什頓·托馬斯私人財富有限責任公司 | 6,876 | 14.14 | 447 | 10.10 | ||||
| 2026-01-15 | 13F | 毅力家族辦公室股份有限公司 | 111 | 5.71 | 7 | 0.00 | ||||
| 2026-02-02 | 13F | 上升財富夥伴有限責任公司 | 25,585 | -0.28 | 1,663 | -3.82 | ||||
| 2026-02-14 | 13F | 洛克斐勒資本管理有限公司 | 19,078 | 36.44 | 1,240 | 31.63 | ||||
| 2026-02-05 | 13F | 高注財富有限公司 | 352 | -2.22 | 23 | -8.33 | ||||
| 2026-02-10 | 13F | Basepoint財富有限責任公司 | 17,112 | -2.94 | 1,112 | -6.40 | ||||
| 2026-02-17 | 13F | 雙山資本有限公司 | 12,500 | 813 | ||||||
| 2026-02-10 | 13F | 高盛集團公司 | 1,094,144 | 7.15 | 71,130 | 3.33 | ||||
| 2026-02-05 | 13F | 聯合銀行 | 47,599 | -4.57 | 3 | 0.00 | ||||
| 2025-09-25 | NP | JPME - 摩根大通多角化回報美國中盤股票ETF | 23,034 | 1.34 | 1,497 | 7.93 | ||||
| 2026-01-23 | 13F | 亞飛財富 | 34 | 88.89 | 0 | |||||
| 2026-02-13 | 13F | Parkside 金融銀行與信託 | 762 | 9.01 | 50 | 4.26 | ||||
| 2025-10-22 | 13F | 史丹利拉曼集團有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | HCESX - ESG 成長投資組合 HC 策略股票 | 393 | 0.00 | 24 | -8.00 | ||||
| 2026-02-12 | 13F | 英傑華公司 | 4,250 | 0.00 | 276 | -3.50 | ||||
| 2026-02-13 | 13F | 奧斯曼資本公司 | 8,439 | 0.00 | 549 | -3.52 | ||||
| 2025-09-26 | NP | 兩條路共享信任 - Hypatia 女性執行長 ETF | 166 | -55.73 | 11 | -54.55 | ||||
| 2025-08-28 | NP | Nuveen 多元資產收益基金 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 | 9,804 | 2.81 | 593 | -3.43 | ||||
| 2025-08-29 | NP | Aim 可變保險基金（景順可變保險基金）- Invesco Vi 等權重標普 500 基金系列 I | 15,535 | 6.36 | 939 | 0.00 | ||||
| 2026-02-13 | 13F | SRS 資本顧問公司 | 303 | -82.87 | 20 | -84.03 | ||||
| 2025-09-26 | NP | TISPX - TIAA-CREF S&P 500 指數基金機構類別 | 52,675 | 0.00 | 3,424 | 6.50 | ||||
| 2025-09-26 | NP | BLPIX - 牛市深度投資者類別 | 173 | -13.07 | 11 | -8.33 | ||||
| 2026-02-13 | 13F | 科恩與史蒂爾斯公司 | 3,614,890 | 41.67 | 235 | 36.63 | ||||
| 2026-02-06 | 13F | 裸金融服務公司 | 57 | 375.00 | 4 | |||||
| 2025-09-24 | NP | EIVPX - 參數波動率風險溢酬 - 防禦性基金機構類別 | 25,603 | -0.74 | 1,664 | 5.72 | ||||
| 2026-02-11 | 13F | 授權基金有限責任公司 | 6,443 | 3.04 | 419 | -0.71 | ||||
| 2025-09-24 | NP | 貝萊德基金 - iShares Total 美國股市指數基金投資人 A | 17,050 | 0.00 | 1,108 | 6.54 | ||||
| 2026-01-15 | 13F | 銀橡樹證券公司 | 4,770 | 14.36 | 312 | 11.03 | ||||
| 2026-01-13 | 13F | 信任點公司 | 3,181 | 0.00 | 207 | -3.74 | ||||
| 2025-09-26 | NP | FPWR - First Trust EIP 碳影響 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 | 4,081 | 10.00 | 265 | 17.26 | ||||
| 2026-02-12 | 13F | 羅斯比金融（LCC） | 530 | 4.33 | 34 | 0.00 | ||||
| 2025-11-14 | 13F | 沃洛里奇投資管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-09-26 | NP | RSPU - Invesco S&P 500 等權重公用事業 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 | 223,523 | 3.17 | 14,531 | 9.88 | ||||
| 2026-02-13 | 13F | 創投遠見夥伴有限責任公司 | 9,351 | 608 | ||||||
| 2025-09-25 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 180,200 | 3.94 | 11,715 | 10.70 | ||||
| 2026-02-17 | 13F | 兩西格碼投資有限合夥人 | 240,943 | 1,835.29 | 15,664 | 1,766.87 | ||||
| 2025-09-25 | NP | DIVB - iShares 美國股利與回購 ETF | 5,591 | 16.00 | 363 | 23.47 | ||||
| 2026-01-30 | 13F | 積極財富管理 | 211 | 51.80 | 14 | 44.44 | ||||
| 2025-09-25 | NP | DFUSX - 美國大型公司投資組合 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 | 61,570 | -2.58 | 4,003 | 3.76 | ||||
| 2025-08-29 | NP | FTVNX - Fuller & Thaler 行為中型價值基金投資人股票 | 32,990 | 0.00 | 1,995 | -6.03 | ||||
| 2026-02-17 | 13F | LMR 合夥人律師事務所 | 15,732 | 21.26 | 1,023 | 16.93 | ||||
| 2026-01-21 | 13F | 聖騎士顧問集團有限公司 | 286 | 0.00 | 19 | -5.26 | ||||
| 2026-02-05 | 13F | 加貝利基金有限責任公司 | 352,895 | 0.30 | 22,942 | -3.27 | ||||
| 2026-01-29 | 13F | 克林曼聯合有限責任公司 | 5,472 | 0.09 | 356 | -3.53 | ||||
| 2026-02-17 | 13F | DZ BANK AG Deutsche Zentral Genossenschafts Bank，美因河畔法蘭克福 | 769,456 | 50,022 | ||||||
| 2026-01-30 | 13F | 鮑嘉財富有限責任公司 | 208 | 0.00 | 14 | -7.14 | ||||
| 2026-02-06 | 13F | IFP 顧問公司 | 9,688 | -1.65 | 630 | -5.27 | ||||
| 2026-02-13 | 13F | 桑坦德銀行, SA | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | VTSMX - 先鋒總股票市場指數基金投資人份額 | 8,274,467 | 1.86 | 500,357 | -4.28 | ||||
| 2026-01-20 | 13F | 加速財富管理 | 8,135 | 34.15 | 529 | 29.41 | ||||
| 2026-02-17 | 13F | 千禧管理有限公司 | 76,514 | -94.11 | 4,974 | -94.32 | ||||
| 2025-09-25 | NP | TMAAX - Thrivent 適度激進配置基金 A 類 | 2,846 | -13.50 | 185 | -7.50 | ||||
| 2026-02-17 | 13F | 百年銀行/AR/ | 7,500 | 0.00 | 488 | -3.56 | ||||
| 2026-02-17 | 13F | Captrust 財務顧問 | 12,818 | 1.54 | 833 | -2.00 | ||||
| 2026-02-11 | 13F | RWC 資產管理有限公司 | 77,800 | -8.02 | 5,058 | -11.30 | ||||
| 2025-11-17 | 13F | Kestra 私人財富服務有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-09-26 | NP | PRF - Invesco FTSE RAFI US 1000 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 58,810 | -12.28 | 3,823 | -6.57 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 447 | 29 | ||||||
| 2026-01-22 | 13F | 阿波羅財富管理有限公司 | 3,517 | 4.80 | 229 | 0.88 | ||||
| 2026-02-09 | 13F | 好事達公司 | 17,648 | 86.30 | 1,147 | 79.78 | ||||
| 2026-02-13 | 13F | USS投資管理有限公司 | 22,037 | 0.00 | 1,433 | -3.57 | ||||
| 2026-02-18 | 13F/A | 品尼高金融合作夥伴公司 | 8,550 | 556 | ||||||
| 2025-09-26 | NP | WWICX - Westwood 收入機會基金 C 類股票 | 49,517 | 7.06 | 3,219 | 14.03 | ||||
| 2025-08-27 | NP | LGH - HCM Defender 500 指數 ETF | 1,401 | -17.83 | 85 | -22.94 | ||||
| 2026-02-10 | 13F | 肯塔基州退休系統保險信託基金 | 6,759 | 0.00 | 439 | -3.52 | ||||
| 2026-02-11 | 13F | 虎鉗技術公司 | 6,742 | 438 | ||||||
| 2026-02-11 | 13F | 美洲投資夥伴公司 | 30,860 | 2,006 | ||||||
| 2025-09-24 | NP | SWTSX - 施瓦布總股票市場指數基金 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 | 124,307 | 1.64 | 8,081 | 8.25 | ||||
| 2026-01-05 | 13F | 伽瑪投資有限公司 | 22,066 | 6.36 | 1,435 | 2.58 | ||||
| 2026-02-13 | 13F | 斯蒂菲爾金融公司 | 181,387 | -0.22 | 11,792 | -3.78 | ||||
| 2026-01-30 | 13F | CFC 規劃有限公司 | 3,897 | -23.36 | 253 | -26.02 | ||||
| 2025-08-28 | NP | SSSPX - 道富標準普爾 500 指數 VIS 基金 1 類股票 | 1,002 | 0.00 | 61 | -6.25 | ||||
| 2025-09-26 | NP | DSEFX - Domini Impact 股票基金投資者股票 | 8,500 | 0.00 | 553 | 6.56 | ||||
| 2026-02-10 | 13F | 國民年金服務 | 10,284 | 50.44 | 669 | 45.22 | ||||
| 2026-02-09 | 13F | 安尼斯·加德納·惠廷資本顧問有限責任公司 | 1,468 | 1.24 | 95 | -2.06 | ||||
| 2026-02-12 | 13F | 帝國財務管理有限公司 | 9,000 | 0.00 | 585 | -3.47 | ||||
| 2025-09-23 | NP | Dnp精選收入基金公司 | 1,570,312 | 0.00 | 102,086 | 6.50 | ||||
| 2025-09-24 | NP | SWMCX - 嘉信美國中盤指數基金 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 | 44,602 | 4.87 | 2,900 | 11.67 | ||||
| 2025-09-29 | NP | CATH - Global X S&P 500 Catholic Values 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 | 4,700 | -0.80 | 306 | 5.54 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指數基金投資類別 | 1,265 | 0.00 | 76 | -6.17 | ||||
| 2025-09-25 | NP | SPRAX - Pgim Qma 中盤價值基金 A 類 | 17,000 | 0.00 | 1,105 | 6.56 | ||||
| 2025-08-27 | NP | Jnl 系列信託 - Jnl/mfs 中盤價值基金 Jnl/mfs 中盤價值基金 (a) | 288,283 | 1.04 | 17,432 | -5.05 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美國股票市場 ETF | 309,115 | 7.00 | 18,692 | 0.55 | ||||
| 2025-09-24 | NP | PLFMX - 大股標準普爾 500 指數基金 R-3 | 44,414 | -1.76 | 2,887 | 4.64 | ||||
| 2026-02-04 | 13F | 中西部信託公司 | 3,949 | 3.95 | 257 | 0.00 | ||||
| 2026-02-17 | 13F | Aventail 資本集團有限合夥人 | 440,362 | 79.94 | 28,628 | 73.54 | ||||
| 2025-09-25 | NP | BBUS - 摩根大通 BetaBuilders 美國股票 ETF | 23,899 | 8.09 | 1,554 | 15.12 | ||||
| 2026-02-13 | 13F | 布朗顧問公司 | 0 | -100.00 | 0 | |||||
| 2025-09-26 | NP | SPVM - Invesco S&P 500 價值動量 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 | 6,041 | 4.41 | 393 | 11.05 | ||||
| 2026-02-13 | 13F | Smartleaf資產管理有限責任公司 | 3,430 | 0.59 | 224 | -1.32 | ||||
| 2026-02-13 | 13F | 嘉信理財投資管理公司 | 2,327,921 | 0.83 | 151,338 | -2.76 | ||||
| 2026-02-17 | 13F | 沃隆資本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2026-02-06 | 13F | CWS 財務顧問有限責任公司 | 4,444 | 0.20 | 289 | -3.36 | ||||
| 2026-01-23 | 13F | 遠遠財務顧問有限責任公司 | 9,506 | 52.98 | 618 | 47.85 | ||||
| 2026-02-03 | 13F | 我們是一七有限責任公司 | 6,867 | 5.48 | 446 | 1.83 | ||||
| 2026-01-21 | 13F | 優素福資本管理有限公司 | 43,165 | -3.99 | 2,904 | -4.16 | ||||
| 2026-02-10 | 13F | 馬歇爾與斯特林財富顧問公司 | 0 | -100.00 | 0 | |||||
| 2026-02-10 | 13F | 海灣國際銀行（英國）有限公司 | 13,381 | 0.41 | 1 | |||||
| 2026-02-10 | 13F | 福斯塔·阿普豐登 | 48,200 | -21.11 | 3,133 | -23.92 | ||||
| 2025-09-26 | NP | UTES - Virtus Reaves 公用事業 ETF | 404,455 | 201.37 | 26,294 | 221.00 | ||||
| 2026-01-21 | 13F | MBE 財富管理有限公司 | 5,505 | -1.13 | 358 | -4.80 | ||||
| 2026-02-10 | 13F | 連續諮詢有限責任公司 | 10,894 | 5.67 | 708 | 2.02 | ||||
| 2025-09-29 | NP | XYLG - Global X S&P 500 備兌買權與成長 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 | 253 | -21.67 | 16 | -15.79 | ||||
| 2026-02-10 | 13F | 大和證券集團公司 | 68,909 | 3.77 | 4 | 0.00 | ||||
| 2025-09-29 | NP | KCXIX - Knights of Columbus 美國全盤指數基金 I 股 | 1,149 | 2.59 | 75 | 8.82 | ||||
| 2025-08-29 | NP | STRV - Strive 500 ETF | 4,324 | 3.52 | 261 | -2.61 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 適度保守配置投資組合 A 類 | 1,698 | -21.86 | 103 | -26.62 | ||||
| 2025-08-28 | NP | SDY - SPDR(R) S&P(R) 股利 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,971,067 | 4.87 | 179,660 | -1.46 | ||||
| 2026-01-14 | 13F | 克拉姆利聯合公司 | 3,163 | 0.00 | 206 | -3.76 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指數基金 K 類 | 1,516 | 1.54 | 92 | -5.21 | ||||
| 2026-01-06 | 13F | 第一公民金融公司 | 3,178 | 0.00 | 207 | -3.74 | ||||
| 2026-01-27 | 13F | 道明沃特豪斯加拿大公司 | 1,080 | 9.64 | 70 | 6.06 | ||||
| 2026-02-12 | 13F | 管家合夥人投資顧問股份有限公司 | 2,505 | -6.63 | 163 | -10.00 | ||||
| 2026-01-29 | 13F | 樂天證券公司 | 0 | -100.00 | 0 | |||||
| 2026-01-13 | 13F | 西方財務顧問有限責任公司 | 10,768 | 0.00 | 700 | -3.45 | ||||
| 2026-01-23 | 13F | 北卡羅來納州韋伯斯特銀行 | 36 | 0.00 | 2 | 0.00 | ||||
| 2026-02-17 | 13F | 野村控股公司 | 4,738 | -49.36 | 308 | -51.11 | ||||
| 2026-02-17 | 13F | 瓦爾科夫公司 | 9,422 | 613 | ||||||
| 2026-02-10 | 13F | 英泰投資管理有限公司 | 14,866 | -40.43 | 966 | -42.57 | ||||
| 2026-02-17 | 13F | 德肖公司 | 536,460 | 531.43 | 34,875 | 508.96 | ||||
| 2026-02-17 | 13F | Mpwm 諮詢解決方案有限責任公司 | 0 | -100.00 | 0 | |||||
| 2025-09-29 | NP | HCMT - Direxion HCM 戰術增強型美國 ETF | 1,911 | 23.61 | 124 | 31.91 | ||||
| 2026-02-13 | 13F | 尼科萊特顧問服務有限公司 | 5,259 | 1.62 | 343 | -2.84 | ||||
| 2026-02-13 | 13F | 商業銀行 | 30,409 | -3.20 | 1,977 | -6.66 | ||||
| 2026-02-13 | 13F | 景觀資本管理有限公司 | 42,892 | -16.49 | 2,788 | -19.47 | ||||
| 2026-01-20 | 13F | 簽名有限責任公司 | 5,391 | -1.82 | 350 | -5.41 | ||||
| 2026-02-12 | 13F | 哥倫比亞河金融集團股份有限公司 | 7,720 | 0.00 | 1 | |||||
| 2026-02-05 | 13F | HFM投資顧問股份有限公司 | 9 | 0.00 | 1 | |||||
| 2026-02-11 | 13F | 皮克頓馬奧尼資產管理公司 | 0 | -100.00 | 0 | |||||
| 2026-02-09 | 13F | HBK 資源諮詢有限責任公司 | 10,889 | -0.42 | 726 | -3.20 | ||||
| 2025-09-24 | NP | SEEKX - Steward 大盤增強指數基金 A 類 | 2,090 | 0.00 | 136 | 6.30 | ||||
| 2025-08-29 | NP | DEW - WisdomTree 全球高股息基金 不適用 | 3,004 | -2.40 | 182 | -8.59 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 2,132 | 139 | ||||||
| 2025-09-24 | NP | EQIN - 哥倫比亞可持續美國股票收益 ETF | 9,192 | 22.99 | 598 | 30.92 | ||||
| 2026-02-13 | 13F | 自由一投資管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-11-13 | 13F | 雷曼資本諮詢集團 | 4,316 | 4.66 | 291 | 16.87 | ||||
| 2026-02-11 | 13F | Livforsakringsbolaget Skandia, Omsesidigt | 3,033 | 0.00 | 197 | -3.43 | ||||
| 2025-09-26 | NP | TIEIX - TIAA-CREF 機構類股票指數基金 | 232,775 | 0.00 | 15,133 | 6.50 | ||||
| 2026-01-30 | 13F | 美國合眾銀行\de\ | 98,814 | -0.56 | 6,424 | -4.11 | ||||
| 2026-01-30 | 13F | 三菱日聯信託銀行 | 133,286 | -2.73 | 8,665 | -6.19 | ||||
| 2025-08-27 | NP | 高級系列信託 - Ast 保存資產配置組合 | 3,800 | 645.10 | 230 | 663.33 | ||||
| 2026-01-08 | 13F | 聲景財富顧問集團股份有限公司 | 3,844 | 0.00 | 250 | -3.86 | ||||
| 2026-01-20 | 13F | 克倫威爾控股有限公司 | 865 | 0.00 | 56 | -3.45 | ||||
| 2026-02-11 | 13F | 創始者有限公司 | 0 | -100.00 | 0 | |||||
| 2026-02-13 | 13F | Peak6有限責任公司 | 0 | -100.00 | 0 | |||||
| 2026-02-18 | 13F | 燈塔普安特顧問有限責任公司 | 11,968 | 8.46 | 778 | 4.71 | ||||
| 2026-02-17 | 13F | Aqr資本管理有限公司 | 86,874 | 3.04 | 5,648 | 0.16 | ||||
| 2026-02-12 | 13F | 沃亞投資管理有限公司 | 54,249 | -7.82 | 3,527 | -11.09 | ||||
| 2025-11-14 | 13F | 財務顧問網絡公司 | 5,637 | 4.49 | 380 | 16.26 | ||||
| 2025-08-27 | NP | ARTQX - Artisan 中型價值基金投資者股票 | 404,159 | -2.14 | 24,439 | -8.04 | ||||
| 2026-01-26 | 13F | 惠蒂爾信託公司 | 1,741 | 0.00 | 114 | -2.59 | ||||
| 2026-02-11 | 13F | 誠信合作夥伴有限責任公司 | 50,561 | -17.21 | 3,288 | -20.12 | ||||
| 2026-01-14 | 13F | 赫斯律師事務所 | 1,675 | 0.00 | 109 | -3.57 | ||||
| 2026-02-04 | 13F | 貝拉德公司 | 5,694 | 8.50 | 370 | 4.82 | ||||
| 2025-09-26 | NP | USSPX - 500 指數基金 - 成員股票 | 62,425 | -0.94 | 4,058 | 5.51 | ||||
| 2025-08-28 | NP | QWLD - SPDR MSCI 世界策略因素 ETF | 657 | -2.67 | 40 | -9.30 | ||||
| 2026-02-12 | 13F | 聯合愛馬仕有限公司 | 16,082 | -1.64 | 1,045 | -5.17 | ||||
| 2026-02-17 | 13F | 峰會步道顧問有限公司 | 13,779 | 25.63 | 896 | 21.11 | ||||
| 2025-08-27 | NP | HCSRX - 天主教 SRI 成長投資組合 HC 策略股票 | 251 | 36.41 | 15 | 36.36 | ||||
| 2026-02-02 | 13F | 皮騰格與安德森公司 | 4,173 | 0.43 | 271 | -3.21 | ||||
| 2026-02-13 | 13F | 布拉薩達資本管理有限公司 | 79,208 | 5,195 | ||||||
| 2026-02-11 | 13F | 珍尼蒙哥馬利史考特有限責任公司 | 44,112 | -2.84 | 3 | -33.33 | ||||
| 2025-08-28 | NP | FGIAX - Nuveen 全球基礎設施基金 A 類 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 | 77,380 | 10.86 | 4,679 | 4.19 | ||||
| 2026-02-09 | 13F | 瓦爾丁森布魯納財務規劃有限公司 | 3,386 | 0.00 | 220 | -3.51 | ||||
| 2026-01-15 | 13F | 非凡美分投資股份有限公司 | 11,754 | -7.01 | 764 | -10.33 | ||||
| 2026-01-28 | 13F | 奎克財富管理有限公司 | 7 | 0.00 | 0 | |||||
| 2026-01-29 | 13F | 基石國家銀行及信託公司 | 112 | 7 | ||||||
| 2026-02-06 | 13F | 大理石港投資顧問有限公司 | 4,000 | 0.00 | 260 | -3.35 | ||||
| 2025-10-14 | 13F | TCI 財富顧問公司 | 0 | -100.00 | 0 | |||||
| 2025-09-26 | NP | ETTOX - E*TRADE 免費總市場指數基金 | 121 | 63.51 | 8 | 75.00 | ||||
| 2026-02-11 | 13F | 易普森顧問集團股份有限公司 | 7,000 | 0.00 | 455 | -3.40 | ||||
| 2026-02-13 | 13F | 指娛天地管理股份有限公司 | 6,545 | 425 | ||||||
| 2025-09-24 | 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 | 5,137 | 58.84 | 334 | 69.04 | ||||
| 2025-08-27 | NP | RYDEX 可變信託 - Nova 基金可變年金 | 130 | -7.14 | 8 | -22.22 | ||||
| 2025-10-28 | 13F | 品尼高金融合作夥伴公司 | 8,719 | 8.04 | 588 | 20.53 | ||||
| 2026-02-03 | 13F | 三井住友DS資產管理有限公司 | 37,957 | 3.21 | 2,468 | -0.48 | ||||
| 2026-02-03 | 13F | 三菱UFJ國際資產管理有限公司 | 541,724 | 2.49 | 35,532 | -0.27 | ||||
| 2026-02-11 | 13F | 洛杉磯資本管理有限公司 | 1,154 | 78 | ||||||
| 2026-01-23 | 13F | 奧戈雷克·安東尼·約瑟夫 /ny/ /adv | 18 | 0.00 | 0 | |||||
| 2026-02-09 | 13F | 萊維爾投資管理公司 | 6,061 | 0.00 | 394 | -3.43 | ||||
| 2026-01-16 | 13F | 羅納德布魯信託公司 | 13,194 | -12.37 | 858 | -15.48 | ||||
| 2025-09-22 | NP | GRASX - 高盛多經理實體資產策略基金 R6 類股票 | 26,682 | 23.42 | 1,735 | 36.32 | ||||
| 2025-08-28 | NP | IVV - iShares 核心 S&P 500 ETF | 3,041,165 | -2.54 | 183,899 | -8.42 | ||||
| 2026-02-10 | 13F | 布里奇斯投資管理公司 | 4,825 | 0.00 | 314 | -3.69 | ||||
| 2025-08-28 | NP | SPYX - SPDR S&P 500 化石燃料儲備免 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 | 11,008 | -0.94 | 666 | -6.99 | ||||
| 2026-01-14 | 13F | 四城投資集團股份有限公司 | 5,687 | 0.39 | 370 | -3.15 | ||||
| 2026-01-28 | 13F | HB 財富管理有限公司 | 9,803 | 10.32 | 637 | 6.34 | ||||
| 2026-02-13 | 13F | Storgate, LLC | 6,460 | 420 | ||||||
| 2025-08-29 | NP | VNVAX - Vaughan Nelson 價值機會基金 A 類 | 64,390 | -53.93 | 3,894 | -56.71 | ||||
| 2026-01-23 | 13F | TFC財務管理 | 1,412 | 0.00 | 92 | -4.21 | ||||
| 2026-02-13 | 13F | 阿卡迪奧斯財富顧問 | 4,042 | 9.63 | 263 | 5.65 | ||||
| 2025-08-27 | NP | 卡爾弗特管理系列 - 卡爾弗特全球小型股票基金 I 類 | 1,493 | 0.00 | 90 | -6.25 | ||||
| 2026-01-12 | 13F | 第一銀行與信託 | 8,222 | 0.12 | 535 | -3.44 | ||||
| 2026-01-28 | 13F | B.梅茨勒塞爾。索恩公司 | 65,739 | 46.48 | 4,274 | 41.26 | ||||
| 2026-02-05 | 13F | 加拿大郵政公司註冊退休金計劃 | 5,543 | 32.51 | 360 | 29.03 | ||||
| 2026-01-30 | 13F | 北極星投資管理公司 | 21,167 | 0.11 | 1,376 | -3.44 | ||||
| 2026-01-20 | 13F | 瑟斯頓、施普林格、米勒、赫德和蒂塔克公司 | 20 | 1 | ||||||
| 2025-09-25 | NP | DVRAX - MFS 全球另類策略基金 A | 1,536 | 18.24 | 100 | 25.32 | ||||
| 2025-08-28 | NP | TPMN - Timothy Plan 市場中性 ETF | 2,437 | -2.01 | 147 | -8.12 | ||||
| 2026-02-05 | 13F | Qsemble 資本管理有限合夥人 | 53,642 | 181.72 | 3,487 | 171.78 | ||||
| 2026-02-17 | 13F | VestGen Advisors, LLC | 5,718 | -25.80 | 372 | -28.52 | ||||
| 2026-02-04 | 13F | KLCM 顧問公司 | 16,054 | -0.56 | 1,044 | -4.14 | ||||
| 2026-01-27 | 13F | 切奇資本顧問有限公司 | 3,133 | 2.82 | 204 | -0.98 | ||||
| 2025-10-30 | 13F | Envestnet 投資組合解決方案公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | VETAX - 勝利梧桐成立價值基金 A 類 | 6,910,000 | -5.92 | 417,848 | -11.59 | ||||
| 2025-09-24 | NP | FTA - First Trust 大盤價值 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 | 95,323 | 52.21 | 6,197 | 62.11 | ||||
| 2026-02-09 | 13F | 工作室投資管理有限公司 | 42,222 | -0.33 | 2,745 | -3.89 | ||||
| 2025-08-28 | NP | ONEV - SPDR Russell 1000 低波動性焦點 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 | 20,860 | 1.70 | 1,261 | -4.40 | ||||
| 2026-01-23 | 13F | 方面合作夥伴有限責任公司 | 1,611 | 0.00 | 105 | -3.70 | ||||
| 2026-01-27 | 13F | 東京海洋資產管理有限公司 | 8,755 | 0.00 | 569 | -3.56 | ||||
| 2026-02-13 | 13F | 信託信託公司 | 13,533 | 0.27 | 880 | -3.30 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus 投資組合 A 類 | 1,619 | -68.64 | 98 | -70.78 | ||||
| 2025-08-28 | NP | JEQIX - 約翰遜股票收益基金 | 352,910 | 0.00 | 21,340 | -6.03 | ||||
| 2025-08-27 | NP | RYUIX - 公用事業基金投資者類別 | 6,907 | 46.52 | 418 | 37.62 | ||||
| 2026-01-28 | 13F | 城邦銀行 | 72,576 | 0.81 | 4,718 | -2.78 | ||||
| 2026-01-20 | 13F | 糖楓資產管理有限公司 | 20,183 | 0.00 | 1,312 | -3.53 | ||||
| 2026-02-03 | 13F | 增強資本有限責任公司 | 31,560 | 0.00 | 2,052 | -3.57 | ||||
| 2026-01-26 | 13F | 羅曼·巴特勒·富勒頓公司 | 4,528 | 11.55 | 303 | 9.82 | ||||
| 2025-08-27 | NP | VTMFX - Vanguard 稅務管理平衡基金 Admiral Shares | 24,226 | -0.00 | 1,465 | -6.09 |
