机构投资人持股和股东
UMH Properties, Inc. (IL:UMH) 有 455 已向美国证券交易委员会（SEC）提交13D/G或13F表格的机构股东和股东。 这些机构共持有 84,781,360 股股票。 最大股东包括 Vanguard Group Inc, BlackRock, Inc., T. Rowe Price Investment Management, Inc., Capital Research Global Investors, SMCWX - SMALLCAP WORLD FUND INC Class A, State Street Corp, PRSVX - T. Rowe Price Small-Cap Value Fund, Inc., VGSIX - Vanguard Real Estate Index Fund Investor Shares, Fmr Llc, and Copeland Capital Management, LLC .
UMH Properties, Inc. (TASE:UMH)机构投资人持股结构显示了机构和基金在公司中的当前头寸，以及头寸规模的最新变化。主要股东可以包括个人投资者、共同基金、对冲基金或机构。附表13D表明投资者持有（或之前持有）公司5%以上的股份，并打算（或打算）积极寻求改变业务战略。附表13G表示消极投资超过5%。
基金情绪分数
基金情绪分数（fka 持股累积分数）找到基金买入最多的股票。它是复杂的多因素量化模型的结果，该模型确定了具有最高机构积累水平的公司。分数模型结合使用已披露持有人的总增长、这些持有人的投资组合配置变化以及其他指标。该数字的范围从 0 到 100，数字越大表示对等方的积累水平越高，50 是平均值。
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13F和NPORT备案
关于13F备案的详细信息是免费的。NP备案的详细信息需要高级会员资格。 绿色行表示新头寸。 红色行表示平仓。 点击链接图标查看完整的交易历史记录。
更新
解锁高级数据并导出到Excel 
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| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 193,923 | -0.05 | 3,256 | -10.28 | ||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 3,108 | 52 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone 金融公司 | 72,951 | 0.00 | 1 | 0.00 | ||||
| 2025-08-28 | NP | SIVIX - 道富机构小型股票基金投资类别 This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,631 | -32.53 | 296 | -39.34 | ||||
| 2025-06-26 | NP | FRIFX - 富达房地产收入基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 335,723 | 0.00 | 5,932 | -1.77 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 85,711 | 33.11 | 1,434 | 19.10 | ||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 281 | -16.12 | 5 | -33.33 | ||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 5,759 | 13.50 | 97 | 2.13 | ||||
| 2025-08-05 | 13F | 克雷斯特伍德顾问集团有限责任公司 | 13,836 | 1.77 | 232 | -8.66 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 174,981 | 0.00 | 2,938 | -10.24 | ||||
| 2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 169,522 | 10.99 | 2,846 | -1.56 | ||||
| 2025-07-23 | 13F | 克利尔溪财务管理有限责任公司 | 43,189 | 0.34 | 725 | -9.83 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 336,602 | -8.24 | 5,652 | -17.61 | ||||
| 2025-08-08 | 13F | 凡士通资本管理公司 | 11,297 | 0.00 | 190 | -10.43 | ||||
| 2025-08-14 | 13F | Deprince Race 和 Zollo Inc | 170,378 | -13.44 | 2,861 | -22.28 | ||||
| 2025-08-05 | 13F | 巴德联合公司 | 48,985 | 0.00 | 822 | -10.26 | ||||
| 2025-06-24 | NP | SWSSX - 嘉信小盘指数基金 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 | 179,969 | 2.75 | 3,180 | 0.95 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 43,753 | 6.32 | 773 | 4.46 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 47,529 | 2.96 | 798 | -7.53 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 69,547 | 0.00 | 1,168 | -10.23 | ||||
| 2025-06-26 | NP | FLXSX - 富达 Flex 小盘股指数基金 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 | 13,902 | 16.01 | 246 | 13.95 | ||||
| 2025-08-04 | 13F | 尖峰财富管理 | 3,520 | -5.88 | 59 | -14.49 | ||||
| 2025-04-25 | 13F | 斯莫尔伍德财富投资管理有限公司 | 26 | 0 | ||||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 小型公司价值基金 II 类 | 18,817 | -2.73 | 316 | -12.74 | ||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 178 | 9.20 | 3 | -33.33 | ||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 美国世纪公司 | 2,389,308 | 13.47 | 40,116 | 1.88 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 22,888 | 6.45 | 384 | -4.48 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 8,214 | 2.53 | 145 | 0.69 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 1,208 | 3,926.67 | 20 | |||||
| 2025-08-26 | NP | FRI - First Trust S&P REIT 指数基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,267 | 4.47 | 172 | -6.01 | ||||
| 2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 36,187 | -38.75 | 608 | -45.02 | ||||
| 2025-05-27 | NP | FISVX - 富达小盘价值指数基金 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 | 68,180 | 7.04 | 1,275 | 5.99 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 100 | 2 | ||||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 14,286 | -36.17 | 240 | -42.82 | ||||
| 2025-08-28 | NP | TIAA 独立账户 VA 1 - 股票指数账户 教师个人年金 个人递延可变年金 | 994 | 0.00 | 17 | -11.11 | ||||
| 2025-07-28 | NP | URTY - ProShares UltraPro Russell2000 | 5,285 | -28.49 | 89 | -36.69 | ||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 183 | 9.58 | 3 | 0.00 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - DFA 全球房地产证券投资组合股票 | 300,261 | -6.90 | 5,306 | -8.57 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 48,954 | 9.11 | 822 | -2.03 | ||||
| 2025-08-26 | NP | IASAX - VY(R) 美国世纪中小型股价值投资组合 ADV 级 | 26,316 | -2.25 | 442 | -12.33 | ||||
| 2025-08-29 | NP | PRRSX - PIMCO RealEstateRealReturn 策略基金机构 | 7,667 | 0.00 | 129 | -10.49 | ||||
| 2025-07-29 | 13F | 约菲投资管理有限公司 | 11,612 | 0.01 | 195 | -10.60 | ||||
| 2025-08-06 | 13F | 瑞索纳资产管理有限公司 | 31,174 | -2.18 | 522 | -12.44 | ||||
| 2025-07-30 | NP | PPTY - PPTY - 美国多元化房地产 ETF | 6,661 | -29.18 | 112 | -37.64 | ||||
| 2025-07-25 | NP | PSLAX - Putnam 小盘价值基金 A 类股票 | 126,300 | -1.33 | 2,121 | -12.51 | ||||
| 2025-08-08 | 13F | KBC 集团 | 3,005 | 74.00 | 0 | |||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 1,218,214 | 6.55 | 20,454 | -4.34 | ||||
| 2025-08-14 | 13F | Nissay 资产管理公司 /日本/ /adv | 10,918 | 183 | ||||||
| 2025-06-18 | NP | GMRAX - 全国小盘指数基金 A 类 | 6,379 | 0.00 | 113 | -1.75 | ||||
| 2025-05-15 | 13F | 工程师 门经理 LP | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 60 | 900.00 | 0 | |||||
| 2025-06-23 | NP | PPNMX - 小型股成长基金 I R-3 | 1,088 | -8.42 | 19 | -9.52 | ||||
| 2025-05-15 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 梅蒂斯全球合作伙伴有限责任公司 | 12,907 | 217 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 13,062 | 6.76 | 219 | -3.95 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 7,564 | 0.00 | 127 | -9.93 | ||||
| 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 | 34,350 | 0.00 | 607 | -1.78 | ||||
| 2025-08-06 | 13F | 石屋投资管理有限公司 | 1,816 | 0.00 | 30 | -9.09 | ||||
| 2025-05-02 | 13F | Cornercap投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | 广发基金管理有限公司 | 1,355 | -4.58 | 23 | -15.38 | ||||
| 2025-08-25 | NP | MMYAX - MassMutual 选择小型公司价值基金 A 类 | 4,483 | -22.10 | 75 | -29.91 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 256 | 0.00 | 4 | 0.00 | ||||
| 2025-06-25 | NP | FYX - First Trust 小盘核心 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 27,433 | -14.24 | 485 | -15.83 | ||||
| 2025-08-11 | 13F | 领头羊顾问有限责任公司 | 128 | 0.00 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 22 | 0.00 | 0 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 28,213 | 9.66 | 474 | -1.66 | ||||
| 2025-08-13 | 13F | Gamco Investors, Inc. 等 | 70,300 | 0.00 | 1,180 | -10.20 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 101,183 | 2.60 | 1,699 | -7.92 | ||||
| 2025-07-17 | 13F | 斯托克曼财富管理公司 | 10,000 | -6.98 | 168 | -16.92 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 2,000 | 0.00 | 34 | -10.81 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - AB 全球动态配置投资组合 B 类 | 3,680 | -0.05 | 62 | -10.29 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 57,204 | -12.60 | 960 | -21.50 | ||||
| 2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 1,690 | 0.66 | 28 | -9.68 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 4,368 | 73 | ||||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 11,928 | 7.97 | 200 | -2.91 | ||||
| 2025-08-26 | NP | IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 | 2,909 | -9.12 | 49 | -18.64 | ||||
| 2025-08-25 | NP | 美国基金保险系列 - 全球小资本基金 1 级 This fund is a listed as child fund of Capital World Investors and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 410,600 | 3.53 | 6,894 | -7.05 | ||||
| 2025-06-23 | NP | PJARX - 小盘价值基金 II R-3 | 4,841 | 15.59 | 86 | 13.33 | ||||
| 2025-08-08 | 13F | 贝拉德公司 | 44,700 | 162.94 | 751 | 136.59 | ||||
| 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 | 33,689 | -1.72 | 595 | -3.41 | ||||
| 2025-07-07 | 13F | 退休财富解决方案有限责任公司 | 946 | 0.32 | 16 | -11.76 | ||||
| 2025-07-18 | 13F | 维特资产管理有限公司 | 34,594 | -7.30 | 581 | -16.79 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 88,747 | 7.44 | 1,490 | -3.50 | ||||
| 2025-07-21 | 13F | 谷轮资本管理有限责任公司 | 2,552,058 | -6.99 | 42,849 | -16.49 | ||||
| 2025-08-13 | 13F | 坎布里亚投资管理有限公司 | 29,728 | 499 | ||||||
| 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 | 21,849 | 1.25 | 386 | -0.52 | ||||
| 2025-05-22 | NP | 布鲁克菲尔德实物资产收入基金公司 | 18 | -97.76 | 0 | -100.00 | ||||
| 2025-07-28 | NP | OMFS - Invesco Russell 2000(R) 动态多因子 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 24,374 | -2.65 | 409 | -13.53 | ||||
| 2025-07-24 | 13F | CWM 顾问有限责任公司 | 23,546 | 5.21 | 395 | -5.50 | ||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 567 | 0.00 | 10 | -10.00 | ||||
| 2025-08-06 | 13F | 樱桃溪投资顾问公司 | 37,282 | 3.32 | 626 | -7.27 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 7,283,388 | 1.43 | 122,288 | -8.93 | ||||
| 2025-07-24 | 13F | 科斯特洛资产管理公司 | 103 | 0.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 28,440 | 28.46 | 478 | 15.22 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 14,716 | 15.46 | 247 | 3.78 | ||||
| 2025-08-08 | 13F | Avantax 咨询服务公司 | 26,261 | -0.01 | 441 | -10.39 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 17,193 | 289 | ||||||
| 2025-08-14 | 13F | EP 财富顾问公司 | 10,159 | -0.36 | 171 | -10.53 | ||||
| 2025-08-26 | NP | PEXMX - T. Rowe Price 扩展股票市场指数基金 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 | 15,372 | 0.00 | 258 | -10.10 | ||||
| 2025-08-12 | 13F/A | 波士顿合作伙伴 | 40,442 | 0.15 | 679 | -10.07 | ||||
| 2025-06-25 | NP | FYC - First Trust 小盘增长 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 54,199 | 75.65 | 958 | 72.43 | ||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 36,176 | 7.77 | 607 | -3.19 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 203,827 | 12.79 | 3,422 | 1.27 | ||||
| 2025-08-06 | 13F | 南州公司 | 26 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 15,909 | 0.00 | 267 | -10.10 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-11 | 13F | 顾问资源委员会 | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | 蒙塔格考德威尔有限公司 | 6,900 | 0.00 | 116 | -10.85 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 16,020 | 716.51 | 269 | 644.44 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 133,082 | -2.38 | 2,234 | -12.36 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 470,800 | 3,361.76 | 7,905 | 3,011.81 | ||||
| 2025-08-14 | 13F | 马歇尔投资管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 185,845 | 38.80 | 3 | 50.00 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 419 | 179.33 | 7 | 250.00 | ||||
| 2025-08-19 | 13F | 霍希默财富管理有限公司 | 11,333 | 3.00 | 190 | -7.32 | ||||
| 2025-06-23 | NP | HSCVX - Hunter 小盘价值基金 I 类 | 84,045 | 0.00 | 1,485 | -1.72 | ||||
| 2025-05-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 283,771 | -3.07 | 4,765 | -12.97 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 2,152 | 37.77 | 36 | 24.14 | ||||
| 2025-08-13 | 13F | 德克萨斯州雇员退休制度 | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | 标准人寿安本有限公司 | 21,626 | 13.04 | 363 | 1.68 | ||||
| 2025-08-12 | 13F | 私人管理集团公司 | 1,218,717 | -0.76 | 20,462 | -10.90 | ||||
| 2025-07-21 | 13F | 未来资产环球投资有限公司 | 1,624 | -19.80 | 27 | -27.03 | ||||
| 2025-08-26 | NP | TRSYX - T. Rowe Price 小盘股指数基金 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 | 7,320 | 22.78 | 123 | 9.91 | ||||
| 2025-08-15 | 13F | Binnacle投资公司 | 1,250 | 27.16 | 21 | 11.11 | ||||
| 2025-05-27 | NP | IWN - iShares Russell 2000 价值 ETF | 571,996 | -4.76 | 10,696 | -5.66 | ||||
| 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 | 45,219 | 0.11 | 759 | -11.23 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 2,416 | -11.11 | 41 | -20.00 | ||||
| 2025-06-23 | NP | UAPIX - 超小盘深度投资者类别 | 738 | -29.98 | 13 | -27.78 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 16,014 | 2.32 | 269 | -8.22 | ||||
| 2025-05-15 | 13F | 长城汽车顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 道富银行 | 3,475,892 | 6.95 | 58,360 | -3.97 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 19,245 | 34.34 | 323 | 20.97 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 36,493 | -11.90 | 626 | -19.56 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 603 | -12.23 | 10 | -16.67 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 31,802 | 0.00 | 534 | -10.27 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 1,193 | 5.11 | 20 | -4.76 | ||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 196,458 | -25.62 | 3,299 | -33.23 | ||||
| 2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 96,368 | 0.00 | 1,618 | -10.21 | ||||
| 2025-08-26 | NP | PSOPX - 摩根大通小盘价值基金 I 类 | 40,715 | -1.29 | 684 | -11.41 | ||||
| 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 | 406,673 | 0.51 | 6,828 | -10.85 | ||||
| 2025-08-26 | NP | PCVAX - AllianzGI NFJ 小盘价值基金 A | 151,351 | -0.66 | 2,541 | -10.78 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 111 | 60.87 | 2 | 0.00 | ||||
| 2025-07-22 | NP | GSSIX - 高盛机构小型股价值基金 | 164,213 | 2,757 | ||||||
| 2025-08-01 | 13F | 贝西默集团公司 | 23,919 | -1.59 | 0 | |||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 3,059 | 13.34 | 51 | 0.00 | ||||
| 2025-06-26 | NP | BLACKROCK FUNDS - iShares 开发的房地产指数基金投资者 A | 8,720 | -8.01 | 154 | -9.41 | ||||
| 2025-05-14 | 13F | 定制索引系统有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 70 | 0.00 | 1 | 0.00 | ||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 110 | 11.11 | 2 | 0.00 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 369 | 6 | ||||||
| 2025-07-28 | NP | BBRE - 摩根大通 BetaBuilders MSCI 美国 REIT ETF | 59,307 | 1.38 | 996 | -10.12 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 1,546 | 28.83 | 26 | 13.64 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 80,188 | 9.05 | 1 | 0.00 | ||||
| 2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 1,938,921 | 0.57 | 32,554 | -9.70 | ||||
| 2025-08-27 | NP | VITNX - 先锋机构总股票市场指数基金机构股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 37,313 | 9.79 | 626 | -1.42 | ||||
| 2025-07-18 | 13F | BCO 财富管理有限责任公司 | 19,954 | 0.00 | 335 | -10.19 | ||||
| 2025-07-30 | NP | HOMZ - Hoya Capital 住房 ETF | 30,523 | -7.84 | 512 | -18.21 | ||||
| 2025-07-10 | 13F | 三井住友DS资产管理有限公司 | 17,656 | 0.00 | 296 | -10.30 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 175,937 | -8.15 | 2,954 | -17.56 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 22,214 | 6.73 | 0 | |||||
| 2025-08-12 | 13F | AlphaCore资本有限责任公司 | 5,367 | 90 | ||||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 25,027 | 7.22 | 420 | -3.67 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 33,452 | -2.77 | 562 | -12.75 | ||||
| 2025-08-14 | 13F | 大和证券集团公司 | 27,334 | 8.70 | 0 | |||||
| 2025-06-18 | NP | NWHDX - 全国贝拉德认知价值基金 A 类 | 22,400 | 76.38 | 396 | 73.25 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 25,093 | 1.78 | 421 | -8.68 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 91,430 | 7.93 | 1,535 | -3.09 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 1,536,362 | 10.88 | 25,796 | -0.45 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 99,133 | 31.62 | 1,664 | 18.18 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 2,726,944 | 0.03 | 45,785 | -10.19 | ||||
| 2025-08-26 | NP | REZ - iShares 住宅房地产 ETF | 147,187 | 6.70 | 2,471 | -4.19 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 5,624 | -2.38 | 94 | -13.76 | ||||
| 2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 209,881 | -0.29 | 3,524 | -10.49 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 23,199 | -61.42 | 390 | -65.39 | ||||
| 2025-06-26 | NP | TISBX - TIAA-CREF 小型股混合指数基金机构类别 | 91,461 | 0.00 | 1,616 | -1.76 | ||||
| 2025-07-25 | 13F | 海明顿财富管理 | 305 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | 基石规划集团有限责任公司 | 27 | -91.64 | 0 | -100.00 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 37,174 | 0.00 | 657 | -1.80 | ||||
| 2025-05-22 | NP | ROSC - 哈特福德多因素小盘股 ETF | 453 | 3.42 | 8 | 0.00 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 1,136 | 60.00 | 20 | 66.67 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 21 | 0 | ||||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 169,933 | -5.04 | 2,853 | -14.73 | ||||
| 2025-06-26 | NP | TISEX - TIAA-CREF 机构级量化小型股票基金 | 355,020 | -2.43 | 6,273 | -4.16 | ||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 房地产指数投资组合 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 58,177 | 3.53 | 977 | -7.05 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 392 | 0.00 | 7 | -14.29 | ||||
| 2025-08-25 | NP | TETAX - RBC企业基金A股 | 19,650 | -11.21 | 330 | -20.34 | ||||
| 2025-08-12 | 13F | 维度基金顾问有限公司 | 1,115,275 | 1.31 | 18,725 | -9.04 | ||||
| 2025-07-07 | 13F | 塞勒姆投资顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 两个 Sigma 顾问，有限合伙人 | 18,300 | 55.08 | 307 | 39.55 | ||||
| 2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - Partners 小盘价值基金 3 级 | 129,274 | -1.29 | 2,171 | -11.39 | ||||
| 2025-07-11 | 13F | IFM 投资者有限公司 | 12,517 | -13.78 | 210 | -22.51 | ||||
| 2025-07-28 | 13F | 安联资产管理有限公司 | 44,462 | 5.56 | 747 | -5.21 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 518 | 640.00 | 9 | 700.00 | ||||
| 2025-08-14 | 13F | Globeflex资本有限公司 | 35,200 | 0.00 | 591 | -10.18 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 14,600 | 0.00 | 245 | -10.26 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 1,058,160 | 18.07 | 17,767 | 6.02 | ||||
| 2025-08-28 | NP | AMALX - 小盘股股息基金 G 级 | 42,832 | -3.87 | 719 | -13.69 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 7,536 | -1.26 | 133 | -2.92 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 81 | 0.00 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | 梅斯罗金融投资管理公司 | 12,913 | 1.33 | 217 | -9.24 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 290 | 7.41 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 149,800 | 3.10 | 2,515 | -7.43 | ||||
| 2025-08-26 | NP | PRSVX - T. Rowe Price 小盘价值基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,312,457 | 8.97 | 55,616 | -2.16 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 1,126,243 | 10.25 | 18,910 | -1.01 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,916 | 10.39 | 166 | -0.60 | ||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 13,800 | 45.26 | 232 | 29.05 | ||||
| 2025-06-26 | NP | FSRNX - 富达房地产指数基金 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 | 129,326 | 2.91 | 2,285 | 1.11 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 289,734 | -0.63 | 4,865 | -10.79 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 123 | 0.00 | 2 | 0.00 | ||||
| 2025-07-29 | NP | SLPAX - Siit 小盘基金 - A 类 | 2,430 | 15.17 | 41 | 2.56 | ||||
| 2025-06-26 | NP | USMIX - 扩展市场指数基金 | 9,192 | 1.56 | 162 | 0.00 | ||||
| 2025-06-27 | NP | PRPFX - 永久投资组合 I 类 | 250,000 | 0.00 | 4,418 | -1.78 | ||||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 669 | 0.00 | 11 | -8.33 | ||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 135,303 | 8.90 | 2,272 | -2.24 | ||||
| 2025-08-28 | NP | SSSEX - 道富小盘股 VIS 基金 1 类股票 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 | 851 | -0.93 | 14 | -12.50 | ||||
| 2025-08-28 | NP | 新时代阿尔法基金信托 - NAA 风险管理房地产基金机构类 | Short | -36,032 | 23.50 | -605 | 10.83 | |||
| 2025-08-28 | NP | RWR - SPDR(R) 道琼斯 REIT 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 | 165,854 | 17.54 | 2,785 | 5.53 | ||||
| 2025-08-11 | 13F | 花旗集团 | 314,409 | 19.18 | 5,279 | 6.99 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 122,475 | -0.81 | 2,056 | -10.92 | ||||
| 2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 273 | 4.60 | 5 | 0.00 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 111,394 | 8.01 | 1,870 | -3.01 | ||||
| 2025-08-26 | NP | NURE - Nuveen 短期 REIT ETF | 27,690 | -10.93 | 465 | -20.14 | ||||
| 2025-07-25 | NP | SCHH - 嘉信美国 REIT 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 | 448,453 | 6.79 | 7,530 | -5.28 | ||||
| 2025-08-27 | NP | VGSR - Vert 全球可持续房地产 ETF | 34,594 | -7.30 | 581 | -16.79 | ||||
| 2025-07-30 | 13F | 达戴维森公司 | 1,083,734 | 10.01 | 18,196 | -1.23 | ||||
| 2025-07-22 | 13F | 银湖咨询有限责任公司 | 110,280 | 1.17 | 1,852 | -9.18 | ||||
| 2025-06-26 | NP | DFGR - Dimensional 全球房地产 ETF | 123,245 | 3.03 | 2,178 | 1.21 | ||||
| 2025-08-13 | 13F | 奥尔良资本管理公司/la | 15,000 | 0.00 | 252 | -10.36 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 500 | 8 | |||||
| 2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 255,962 | -3.92 | 4,298 | -13.73 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 700 | -22.22 | 12 | -31.25 | |||
| 2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 127,561 | 106.55 | 2,254 | 102.88 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,114 | -44.30 | 19 | -51.35 | ||||
| 2025-08-19 | NP | RIFBX - 美国小型股票基金 | 28,654 | -13.26 | 481 | -22.04 | ||||
| 2025-07-29 | NP | VRTGX - Vanguard Russell 2000 增长指数基金机构股票 | 9,358 | -4.83 | 157 | -15.59 | ||||
| 2025-06-25 | NP | USRT - iShares 核心美国 REIT ETF | 181,651 | 5.53 | 3,210 | 3.65 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 44,503 | 0.00 | 747 | -10.22 | ||||
| 2025-08-11 | 13F | 舒夫罗玫瑰有限公司 | 84,850 | -1.39 | 1,587 | -1.43 | ||||
| 2025-05-22 | NP | ASMOX - AQR 小盘动量型基金 I 类 | 1,918 | -73.49 | 36 | -74.26 | ||||
| 2025-08-26 | NP | 北方基金 - 北方小盘核心基金 K 类 | 5,864 | -5.54 | 98 | -15.52 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 541,930 | -47.24 | 9,099 | -52.63 | ||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 37,849 | 9.09 | 1 | |||||
| 2025-07-28 | 13F | 港口投资公司 | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 297 | -56.83 | 5 | -66.67 | ||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 52,114 | 0.00 | 921 | -1.81 | ||||
| 2025-08-05 | 13F | 梅克斯勒投资管理有限公司 | 16,225 | -10.61 | 272 | -19.76 | ||||
| 2025-08-06 | 13F | 彭塞拉资本管理有限公司 | 29,391 | -5.71 | 0 | |||||
| 2025-07-29 | NP | ISMD - Inspire 中小型影响力 ETF | 19,166 | -4.67 | 322 | -15.53 | ||||
| 2025-05-15 | 13F | 布鲁克菲尔德资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 672,836 | 634.15 | 11,297 | 559.43 | ||||
| 2025-08-12 | 13F | 路石控股有限责任公司 | 27,402 | -1.00 | 460 | -11.03 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 419,242 | 1.82 | 7,039 | -8.57 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 12,658 | 651.66 | 213 | 583.87 | ||||
| 2025-08-28 | NP | ASVIX - 小盘价值基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,535,000 | -3.15 | 25,773 | -13.05 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 253 | 4 | ||||||
| 2025-08-26 | NP | NGREX - 北方全球房地产指数基金 | 30,367 | -32.10 | 510 | -39.11 | ||||
| 2025-04-15 | 13F | SG美洲证券有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 托罗索投资有限责任公司 | 22,088 | 0.17 | 371 | -10.19 | ||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 363,202 | 9.71 | 6,098 | -2.70 | ||||
| 2025-05-30 | NP | STMSX - Simt 税务管理中小盘基金 F 级 | 13,000 | 0.00 | 243 | -0.82 | ||||
| 2025-08-11 | 13F | 入口点资本有限责任公司 | 11,547 | 0.79 | 194 | -9.81 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 114 | -24.00 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | 云资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | RWO - SPDR(R) 道琼斯全球房地产 ETF | 54,720 | -0.81 | 919 | -10.96 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 2,039 | 0.00 | 34 | -10.53 | ||||
| 2025-05-28 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 10,560 | -39.61 | 197 | -40.30 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 1,654 | 0.00 | 28 | -12.90 | ||||
| 2025-06-25 | NP | PQJCX - PGIM Jennison 小盘核心股票基金 R6 级 | 5,696 | 25.24 | 101 | 23.46 | ||||
| 2025-08-13 | 13F | 肯尼迪资本管理公司 | 550,879 | -3.79 | 9,249 | -13.62 | ||||
| 2025-06-30 | NP | PRFZ - Invesco FTSE RAFI US 1500 中小型 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 | 76,093 | -7.06 | 1,345 | -8.70 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 419,419 | -3.42 | 7,042 | -13.29 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 21 | 10.53 | 0 | |||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 180,400 | 3,029 | ||||||
| 2025-06-26 | NP | AMTAX - AB 所有市场实际回报投资组合 A 类 | 158,022 | 14.18 | 2,792 | 12.17 | ||||
| 2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 594,019 | 5.98 | 9,974 | -4.85 | ||||
| 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 | 346,373 | -2.40 | 5,816 | -13.43 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 10,060 | 181 | ||||||
| 2025-06-30 | NP | VRTPX - Vanguard Real Estate II 指数基金 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 | 484,884 | 1.03 | 8,568 | -0.76 | ||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘股指数基金 | 2,168 | 0.00 | 36 | -10.00 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 9,319 | 4.92 | 165 | 3.14 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 605 | -8.89 | 0 | |||||
| 2025-08-12 | 13F | SRS 资本顾问公司 | 2,274 | 6.31 | 38 | -2.56 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 51,854 | -3.41 | 871 | -13.26 | ||||
| 2025-05-15 | 13F | 采石场LP | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 418 | 0.48 | 7 | 0.00 | ||||
| 2025-07-31 | 13F | 奥本海默公司 | 35,770 | -0.53 | 601 | -10.71 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 | 208 | 2.97 | 4 | 0.00 | ||||
| 2025-08-13 | 13F | 财富信托公理有限责任公司 | 114,730 | -6.94 | 1,926 | -16.44 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 0 | 1 | ||||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 10,996 | -21.91 | 185 | -30.04 | ||||
| 2025-08-22 | NP | KVALX - 肯尼迪资本小型股价值基金机构类别股票 | 9,374 | 33.61 | 157 | 19.85 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 57,728 | 969 | ||||||
| 2025-08-12 | 13F | 摩根大通公司 | 299,890 | -19.76 | 5,035 | -27.95 | ||||
| 2025-08-28 | NP | PZRMX - PIMCO 通胀应对多资产基金 A 类 | 3,548 | 0.00 | 60 | -10.61 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 31,593 | -27.06 | 530 | -34.49 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 7,907,970 | 5.11 | 132,775 | -5.63 | ||||
| 2025-08-07 | 13F | 萨马林投资顾问有限责任公司 | 13,221 | 27.36 | 222 | 13.92 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 房地产投资组合 IB 级 | 1,525 | 9.71 | 26 | 0.00 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 | 9,939 | 3.53 | 186 | 2.21 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 11,764 | 0.22 | 198 | -10.05 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 54,125 | 11.21 | 909 | -0.22 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 | 810 | -5.37 | 14 | -18.75 | ||||
| 2025-08-14 | 13F | Nfj 投资集团有限公司 | 161,532 | -0.62 | 2,712 | -10.76 | ||||
| 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 | 1,632 | 7.72 | 27 | -3.57 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 36,166 | -24.72 | 607 | -32.41 | ||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 3,696 | 7.35 | 65 | 6.56 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 360,975 | 5.69 | 6,061 | -5.10 | ||||
| 2025-05-28 | NP | TLEQX - 小盘股票基金 | 7,077 | -3.92 | 132 | -5.04 | ||||
| 2025-08-04 | 13F | 联合银行 | 2,504 | 0.00 | 0 | |||||
| 2025-05-13 | 13F | Versor投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | PIMCO FUNDS - PIMCO All Asset：多元真实基金 | 24,470 | 7.47 | 411 | -3.53 | ||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 29,778 | 7.83 | 500 | -4.41 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 24,981 | 3.15 | 419 | -7.30 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 | 10,925 | 0.74 | 183 | -9.41 | ||||
| 2025-08-14 | 13F | 斯诺登资本顾问有限责任公司 | 30,100 | -1.55 | 505 | -11.56 | ||||
| 2025-06-30 | NP | VGSIX - 先锋房地产指数基金投资者股票 | 2,814,961 | -2.16 | 49,740 | -3.90 | ||||
| 2025-08-06 | 13F | 卡内基湖顾问有限公司 | 29,946 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | 克利尔街市场有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | SMCWX - 小盘世界基金公司 A 类 | 5,060,703 | 10.26 | 84,969 | -1.00 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 53,468 | 10.32 | 898 | -0.99 | ||||
| 2025-06-26 | NP | DFAR - 维度美国房地产 ETF | 80,445 | 10.33 | 1,421 | 8.39 | ||||
| 2025-06-27 | NP | DASVX - Dunham 小盘价值基金 A 类 | 44,236 | 10.37 | 782 | 8.32 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 180 | 44.00 | 3 | 50.00 | ||||
| 2025-06-25 | NP | FREL - 富达 MSCI 房地产指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 58,165 | 5.63 | 1,028 | 3.74 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 | 2,658 | 406.29 | 45 | 388.89 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 46,141 | 775 | ||||||
| 2025-08-22 | NP | FECGX - 富达小盘成长指数基金 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 | 52,806 | 692.29 | 887 | 614.52 | ||||
| 2025-07-28 | NP | ITWO - ProShares Russell 2000 高收益 ETF | 1,228 | -3.00 | 21 | -13.04 | ||||
| 2025-06-26 | NP | ISCV - iShares Morningstar 小盘价值 ETF | 8,122 | 4.22 | 144 | 2.14 | ||||
| 2025-08-21 | NP | MXREX - 大西部房地产指数基金投资者类别 | 76,768 | 16.41 | 1,289 | 4.46 | ||||
| 2025-07-28 | NP | VVSCX - 小盘价值基金 | 9,063 | -15.65 | 152 | -25.12 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 11,091 | 11.14 | 189 | -0.53 | ||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 1,560 | 0.00 | 26 | |||||
| 2025-08-14 | 13F | 美国银行 /de/ | 1,189,252 | 8.31 | 19,968 | -2.76 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 108,017 | 21.59 | 1,814 | 9.15 | ||||
| 2025-06-26 | NP | HAUS - 家居升值美国 REIT ETF | 19,156 | 9.55 | 338 | 7.64 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理增长投资组合 1 级 | 150 | -0.66 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 118,627 | 13.75 | 2 | 0.00 | ||||
| 2025-06-25 | NP | FAD - First Trust Multi Cap Growth 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 | 6,714 | 121.51 | 119 | 118.52 | ||||
| 2025-07-29 | NP | BOGIX - 博格尔投资管理小型股成长基金 | 16,802 | -2.63 | 282 | -13.50 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 15,214 | 2.15 | 255 | -8.27 | ||||
| 2025-08-29 | NP | SA 基金投资信托 - SA 房地产证券基金 | 7,290 | 0.00 | 122 | -10.29 | ||||
| 2025-06-26 | NP | ARIIX - AB 全球房地产投资基金 II I 类 | 96,660 | 0.00 | 1,708 | -1.78 | ||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 398 | 9.34 | 7 | 0.00 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | WPG顾问有限责任公司 | 92 | -75.92 | 2 | -85.71 | ||||
| 2025-08-29 | NP | DHS - WisdomTree 美国高股息基金 不适用 | 4,106 | 1.99 | 69 | -9.33 | ||||
| 2025-06-26 | NP | FESIX - 富达 SAI 房地产指数基金 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 | 8,604 | 74.95 | 152 | 72.73 | ||||
| 2025-08-12 | 13F | 个人首席财务官解决方案有限公司 | 15,699 | 0.40 | 264 | -9.93 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 157,605 | -62.53 | 2,646 | -66.36 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 365,488 | -2.59 | 6,137 | -12.54 | ||||
| 2025-08-05 | 13F | 登喜路金融有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 11,883 | 21.35 | 200 | 8.74 | ||||
| 2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 20,169 | 0.00 | 377 | -0.79 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 388 | 21.25 | 7 | 20.00 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 374,511 | 4.85 | 6,288 | -5.85 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 13,820 | -28.07 | 232 | -35.38 | ||||
| 2025-07-22 | 13F | 财富咨询合作伙伴有限责任公司 | 15,328 | -7.04 | 257 | -16.56 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 331,643 | 37.17 | 5,568 | 23.16 | ||||
| 2025-07-11 | 13F | 考德威尔证券公司 | 89,473 | -0.80 | 1,502 | -10.91 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类 | 2,834 | 4.50 | 48 | -6.00 | ||||
| 2025-08-29 | NP | JAEQX - 小型公司价值信托资产净值 | 43,948 | 9.02 | 738 | -2.12 | ||||
| 2025-08-06 | 13F | 韦德布什证券公司 | 180,389 | -1.61 | 3 | 0.00 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 189 | -82.39 | 3 | -85.00 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 12,528 | -2.52 | 210 | -12.50 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 4,183 | 70 | ||||||
| 2025-08-14 | 13F | T. Rowe Price 投资管理公司 | 6,107,591 | 14.71 | 103 | 3.03 | ||||
| 2025-05-05 | 13F | 洛杉矶资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 1,216 | 20 | ||||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 5,471,303 | 8.63 | 91,863 | -2.46 | ||||
| 2025-07-24 | NP | FCFMX - 富达系列总市场指数基金 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 | 105,506 | 8.42 | 1,771 | -3.85 | ||||
| 2025-06-24 | NP | TNXAX - 1290 DoubleLine动态配置基金A类 | 1,485 | 0.00 | 26 | 0.00 | ||||
| 2025-05-28 | NP | PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 | 9,838 | 58.17 | 184 | 56.41 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 29,527 | 1.77 | 496 | -8.67 | ||||
| 2025-07-23 | NP | WSCVX - 北极星小盘价值基金投资者类别 | 49,561 | 0.00 | 832 | -11.30 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 1,999,240 | 5.46 | 33,571 | -5.32 | ||||
| 2025-07-23 | NP | NSDVX - 北极星股息基金 I 类股票 | 125,000 | 0.00 | 2,099 | -11.33 | ||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 15,427 | -0.77 | 259 | -10.69 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 房地产证券投资组合 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-27 | NP | FESRX - 首支 Eagle 小盘股机会基金 R6 级 | 506,544 | 27.67 | 8,951 | 25.40 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 摩根大通小型股核心基金服务类别 | 3,321 | -13.22 | 56 | -22.54 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 22,039 | 15.96 | 370 | 4.23 | ||||
| 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 | 137,837 | 0.00 | 2,314 | -11.31 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 5,405 | -47.22 | 91 | -52.88 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 9,182 | 127.50 | 154 | 105.33 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 42,796 | -0.42 | 719 | -10.59 | ||||
| 2025-07-30 | 13F | 太平洋高地资产管理有限公司 | 250,000 | 0.00 | 4,198 | -10.22 | ||||
| 2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 15,180 | 0.62 | 255 | -10.88 | ||||
| 2025-05-28 | NP | 太平洋精选基金 - 小盘股票投资组合 I 类 | 5,370 | -20.77 | 100 | -21.26 | ||||
| 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 | 23,400 | -12.03 | 393 | -21.13 | ||||
| 2025-05-15 | 13F | 维登咨询有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | 亨特帕金斯资本管理有限责任公司 | 87,620 | 0.00 | 1 | 0.00 | ||||
| 2025-07-28 | NP | AVRE - Avantis 房地产 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 | 25,018 | 3.12 | 420 | -8.50 | ||||
| 2025-08-08 | 13F | 维斯特科公司 | 59,830 | 1 | ||||||
| 2025-06-26 | NP | REET - iShares 全球 REIT ETF | 174,555 | 2.35 | 3,084 | 0.52 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 小盘指数基金标准类别 | 59,967 | 14.08 | 1,007 | 2.34 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 扩展市场指数投资组合初始类别 | 3,953 | 5.11 | 66 | -5.71 | ||||
| 2025-08-26 | NP | GSCYX - 机构小型股股票基金 | 40,041 | -0.56 | 672 | -10.64 | ||||
| 2025-08-26 | NP | 美国空军 - 阿特拉斯美国基金 | 363 | 6.45 | 6 | 0.00 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 473,300 | -4.56 | 7,947 | -14.31 | ||||
| 2025-08-29 | NP | DES - WisdomTree 美国小型股股息基金 不适用 | 66,163 | -0.34 | 1,111 | -10.56 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 51,375 | 863 | ||||||
| 2025-08-14 | 13F | 范埃克联合公司 | 17,142 | 20.17 | 0 | |||||
| 2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Pathway 财务顾问有限公司 | 0 | -100.00 | 0 | |||||
| 2025-04-28 | NP | AREAX - AB 全球房地产投资基金公司 A 类 | 24,340 | 461 | ||||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 34,103 | 16.00 | 573 | 4.19 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 3,850 | 0.00 | 68 | -1.45 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 1,757,148 | -7.73 | 29,503 | -17.16 | ||||
| 2025-08-12 | 13F | 美国APG资产管理公司 | 483,116 | 0.00 | 8,194 | -9.26 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 14,385 | 468.58 | 242 | 412.77 | ||||
| 2025-07-24 | 13F | 乌兰投资顾问有限责任公司 | 28,915 | 220.57 | 0 | |||||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 16,280 | 16.85 | 273 | 5.00 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 65,204 | 48.75 | 1,095 | 33.58 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 161,689 | -39.04 | 2,715 | -45.27 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 496 | 1,884.00 | 8 | |||||
| 2025-06-25 | NP | WMMRX - 威尔明顿实物资产基金 A 类股票 | 6,072 | 0.00 | 107 | -1.83 | ||||
| 2025-06-26 | NP | DFREX - Dfa 房地产证券投资组合 - 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 | 428,307 | 8.70 | 7,568 | 6.77 | ||||
| 2025-07-31 | 13F | 三井住友信托控股公司 | 80,606 | 1.40 | 1,353 | -8.95 | ||||
| 2025-06-23 | NP | SLPIX - 小盘股深度投资者类别 | 70 | -11.39 | 1 | 0.00 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 2,394,750 | 5.15 | 40,208 | -5.59 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares FTSE NAREIT 全股票 REIT 指数基金 | 97,171 | 0.00 | 1,717 | -1.77 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 265,811 | 0.00 | 4,463 | -10.22 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 2,431 | 0.00 | 41 | -11.11 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 17,636 | 0.00 | 0 | |||||
| 2025-05-27 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - 合作伙伴小型股成长基金 1 级 | 1,394 | -0.64 | 26 | 0.00 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 1,174,768 | -4.49 | 19,724 | -14.24 | ||||
| 2025-08-25 | NP | MMBUX - MassMutual Select T. Rowe Price 中小盘混合基金 I 类 | 9,358 | -3.12 | 157 | -12.78 | ||||
| 2025-08-26 | NP | JSCSX - 摩根大通美国小公司基金 I 类 | 16,453 | -11.00 | 276 | -20.00 | ||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 95 | 11.76 | 2 | 0.00 | ||||
| 2025-07-29 | NP | VTWV - Vanguard Russell 2000 价值指数基金 ETF 股票 | 40,907 | -4.78 | 687 | -15.62 | ||||
| 2025-07-22 | 13F | UniSuper管理有限公司 | 20,700 | 0.00 | 348 | -10.34 | ||||
| 2025-08-12 | 13F | 皮克顿马奥尼资产管理公司 | 56 | -99.73 | 0 | |||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘价值基金 | 27,215 | 457 | ||||||
| 2025-05-22 | NP | BLRCX - 布鲁克菲尔德全球上市房地产基金 C 类 | 2,784 | -97.81 | 52 | -97.83 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 8,674 | 7.95 | 153 | 6.25 | ||||
| 2025-08-29 | NP | EES - WisdomTree 美国小型股基金 不适用 | 13,318 | -2.57 | 224 | -12.55 | ||||
| 2025-06-30 | 13F | 沙特基础工业公司养老基金 | 24,564 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | 创意策划 | 14,505 | 244 | ||||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 1,400 | 1,300.00 | 0 | ||||
| 2025-08-11 | 13F | 野村资产管理有限公司 | 112,200 | 14.14 | 1,884 | 2.45 | ||||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 3,691 | 0.00 | 62 | -11.59 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 7,564 | 0.00 | 127 | -10.64 | ||||
| 2025-04-08 | 13F | 并行顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-27 | NP | IWC - iShares 微型股 ETF | 161,413 | -2.50 | 3,018 | -3.42 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 4,900 | 96.00 | 0 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | 1,170 | 417.70 | 0 | |||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 10 | -9.09 | 0 | |||||
| 2025-05-15 | NP | PSC - 主要美国小盘多因素指数 ETF | 33,845 | 2.42 | 633 | 1.44 | ||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 15,366 | 8.28 | 258 | -3.02 | ||||
| 2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 377 | 0.00 | 6 | -14.29 | ||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 116,815 | 7.84 | 1,961 | -3.16 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 367,609 | -29.85 | 6,172 | -37.01 | ||||
| 2025-05-23 | NP | EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 | 12,653 | -9.60 | 237 | -10.61 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 587,345 | 116.68 | 9,862 | 94.57 | ||||
| 2025-06-26 | NP | FSSNX - 富达小型股指数基金 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 | 737,107 | 0.92 | 13,025 | -0.88 | ||||
| 2025-05-15 | 13F | ClearAlpha 技术公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 177,992 | -2.67 | 2,988 | -12.61 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 536,004 | 604.75 | 9,000 | 532.84 | ||||
| 2025-06-26 | NP | IRET - iREIT(R) - MarketVector 优质房地产投资信托指数 ETF | 4,127 | -2.94 | 73 | -8.86 | ||||
| 2025-07-14 | 13F | 里奇伍德投资有限责任公司 | 4,497 | 0.33 | 75 | -9.64 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 39,770 | 22.11 | 668 | 9.52 | ||||
| 2025-04-30 | 13F | 基石投资伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | 劳雷尔财富顾问有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 拉扎德资产管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | 怀俄明州 | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | 新泽西州雇员递延补偿计划 | 13,400 | 0.00 | 225 | -10.40 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 1,366 | 0.00 | 23 | -12.00 | ||||
| 2025-07-01 | 13F | 养老金基金 DSM 荷兰 | 43,900 | 0.00 | 1 | |||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 15 | -34.78 | 0 | |||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 929,074 | -9.83 | 15,599 | -19.04 | ||||
| 2025-08-07 | NP | HLRRX - REMS 房地产价值机会基金机构股票 | 39,697 | 0.00 | 667 | -10.24 | ||||
| 2025-08-12 | 13F | 峰会全球投资 | 16,802 | -2.63 | 0 | |||||
| 2025-07-28 | NP | UWM - ProShares Ultra Russell2000 | 7,211 | -18.71 | 121 | -27.54 | ||||
| 2025-08-08 | 13F | 切罗基保险公司 | 379,138 | 1.38 | 6,366 | -8.98 | ||||
| 2025-08-20 | NP | WBVNX - William Blair 小盘价值基金 N 级 | 664,112 | -8.66 | 11,150 | -17.99 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 小盘价值投资组合 | 202,526 | 10.27 | 3,400 | -0.99 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 20,970 | 13.51 | 352 | 2.03 | ||||
| 2025-08-20 | NP | RUSC - 美国小型股主动型股票ETF | 4,199 | 71 | ||||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 小盘价值基金 IA 类股票 | 50,800 | -2.68 | 853 | -12.70 | ||||
| 2025-07-30 | 13F | 康纳斯投资者服务公司 | 155,395 | 26.92 | 2,609 | 13.98 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 80,989 | -17.83 | 1,360 | -26.26 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 370 | 162.41 | 6 | 200.00 | ||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 56 | 0.00 | 1 | -100.00 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 132,774 | 11.21 | 2,229 | -0.13 | ||||
| 2025-07-15 | 13F | Bfsg 有限公司 | 11,815 | 0.00 | 198 | -10.00 | ||||
| 2025-07-22 | 13F | LDR资本管理有限责任公司 | 138,168 | 1.24 | 2,320 | -9.13 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 18,293 | -1.48 | 307 | -11.53 | ||||
| 2025-07-30 | NP | RDOG - 阿尔卑斯房地产投资信托股息狗 ETF | 15,124 | 0.87 | 254 | -10.60 |
