机构投资人持股和股东
iRhythm Technologies, Inc. (IT:1IRTC) 有 577 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 45,385,798 股股票。 最大股东包括 Vanguard Group Inc, Sands Capital Management, Llc, BlackRock, Inc., Artisan Partners Limited Partnership, Capital Research Global Investors, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, State Street Corp, SMCWX - SMALLCAP WORLD FUND INC Class A, IWM - iShares Russell 2000 ETF, and NAESX - Vanguard Small-Cap Index Fund Investor Shares .
iRhythm Technologies, Inc. (BIT:1IRTC)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%。
The share price as of September 8, 2025 is 156.00 / share. Previously, on April 28, 2025, the share price was 92.50 / share. This represents an increase of 68.65% over that period.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | 赖夫艾森银行国际股份公司 | 680 | 0.00 | 105 | 46.48 | ||||
| 2025-08-27 | NP | ARBOX - 绝对可转换套利基金投资者股份 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-06-23 | NP | UAPIX - 超小盘深度投资者类别 | 320 | -29.82 | 34 | -30.61 | ||||
| 2025-08-14 | 13F | 麦格理集团有限公司 | 57,523 | 4.75 | 8,856 | 54.04 | ||||
| 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 | 58,134 | 0.69 | 8,168 | 28.41 | ||||
| 2025-06-23 | NP | PPNMX - 小型股成长基金 I R-3 | 3,132 | -3.60 | 335 | -5.38 | ||||
| 2025-08-15 | NP | PSC - 主要美国小盘多因素指数 ETF | 20,623 | 379.72 | 3,175 | 490.15 | ||||
| 2025-08-15 | NP | MFCPX - M资本增值基金 | 13,162 | -34.96 | 2,026 | -4.34 | ||||
| 2025-08-07 | 13F | 未来基金有限责任公司 | 6,608 | 1,017 | ||||||
| 2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 2,800 | 833.33 | 431 | 1,290.32 | ||||
| 2025-08-14 | 13F | Cinctive资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 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 | 49,337 | 0.00 | 7,596 | 47.08 | ||||
| 2025-07-29 | NP | BKIV - 纽约梅隆银行创新者 ETF | 3,747 | 0.00 | 526 | 27.67 | ||||
| 2025-08-06 | 13F | 金州财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 1,033,093 | 4.10 | 159,055 | 53.11 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 20,793 | 67.40 | 3,201 | 146.23 | ||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 54,846 | 2.94 | 8,444 | 51.41 | ||||
| 2025-06-26 | NP | OWSMX - 老韦斯特伯里中小型股策略基金 | 246,000 | 0.00 | 26,295 | -1.80 | ||||
| 2025-05-14 | 13F | 华尔街眼资本有限责任公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 30,413 | 4,682 | ||||||
| 2025-05-14 | 13F | 华尔街眼资本有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 2,935 | -28.45 | 452 | 5.13 | ||||
| 2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 11,119 | -45.76 | 1,712 | -20.23 | ||||
| 2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 3,500 | 0.00 | 1 | |||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘股指数基金 | 980 | 11.36 | 151 | 63.04 | ||||
| 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 | 44,819 | 7.28 | 6,297 | 36.83 | ||||
| 2025-08-13 | 13F | 跳跃金融有限责任公司 | 62,795 | 9,668 | ||||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 1,820 | 256 | ||||||
| 2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 7,900 | -0.79 | 1,216 | 45.98 | ||||
| 2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | Short | -5,074 | -37.50 | -781 | -8.01 | |||
| 2025-07-29 | 13F | 弗吉尼亚退休系统等 | 2,700 | 416 | ||||||
| 2025-07-22 | NP | GINN - 高盛创新股票 ETF | 1,771 | -27.92 | 249 | -8.15 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 99 | -54.79 | 15 | -31.82 | ||||
| 2025-08-14 | 13F | 第一轻资产管理有限责任公司 | 187,355 | -42.36 | 28,845 | -15.22 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 347,632 | -6.53 | 53,521 | 37.47 | ||||
| 2025-08-25 | NP | EKG - First Trust 纳斯达克 Lux 数字健康解决方案 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 | 345 | 33.20 | 53 | 96.30 | ||||
| 2025-08-08 | 13F | 美国信安金融集团 | 79,169 | 56.93 | 12,189 | 130.79 | ||||
| 2025-08-08 | 13F | 荷兰银行投资解决方案 | 8,333 | -7.59 | 1,283 | 35.95 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 45,825 | 1,914.29 | 7,055 | 2,864.29 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 13,223 | -18.74 | 2,036 | 19.50 | ||||
| 2025-08-26 | NP | IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 | 9,628 | -9.12 | 1,482 | 33.75 | ||||
| 2025-08-14 | 13F | 联信银行 | 27,538 | -55.75 | 4,240 | -34.92 | ||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 13,290 | 11.30 | 1,867 | 41.98 | ||||
| 2025-08-28 | NP | VICTORY 可变保险基金 - Victory RS 小盘成长股票 VIP 系列 I 类 | 2,340 | -59.30 | 360 | -39.90 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 60,150 | 968.38 | 9,261 | 1,472.16 | ||||
| 2025-08-06 | 13F | 盈丰资产管理（北美）公司 | 30,612 | -12.05 | 4,710 | 29.44 | ||||
| 2025-08-26 | NP | 高盛可变保险信托 - 高盛小型股股票洞察基金机构 | 2,053 | 0.00 | 316 | 47.66 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 900 | -25.00 | 0 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 800 | -90.12 | 0 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 116,467 | 5.76 | 17,931 | 55.56 | ||||
| 2025-08-25 | NP | HISCX - 哈特福德小型股成长 Hls 基金 Ia | 30,453 | -5.86 | 4,689 | 38.45 | ||||
| 2025-08-04 | 13F | 密钥银行国家协会/哦 | 3,072 | -3.15 | 473 | 42.17 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 16,504 | 570.35 | 2,541 | 888.33 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 4,769 | 4.24 | 734 | 53.56 | ||||
| 2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 2,041 | 1,183.65 | 218 | 1,182.35 | ||||
| 2025-08-18 | 13F | 霍伦克雷斯特资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | GMSMX - GuideMark(R) 中小盘核心基金服务股票 | 580 | 0.00 | 89 | 48.33 | ||||
| 2025-07-24 | 13F | 布莱尔·威廉公司 | 739,331 | -6.41 | 113,827 | 37.64 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 7,838 | 1.24 | 1,207 | 48.89 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Loomis Sayles 小盘股核心投资组合 A 类 | 5,496 | 130.83 | 846 | 380.68 | ||||
| 2025-05-15 | 13F | 感知顾问有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 183,257 | 5,169.03 | 28,214 | 7,651.10 | ||||
| 2025-08-14 | 13F | 德肖公司 | 247,836 | 38,157 | ||||||
| 2025-08-28 | NP | NCGFX - 新约成长基金 | 210 | 0.00 | 32 | 52.38 | ||||
| 2025-08-18 | 13F/A | Kestra 投资管理有限责任公司 | 14 | 0.00 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 2,740,841 | -2.61 | 421,980 | 43.24 | ||||
| 2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 6,662 | -21.80 | 712 | -23.19 | ||||
| 2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 208 | -64.01 | 32 | -46.67 | ||||
| 2025-08-13 | 13F | 正交资本有限公司 | 2,360 | 363 | ||||||
| 2025-07-09 | 13F | 港湾资本顾问公司 | 28,336 | -47.75 | 4 | -20.00 | ||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 发现基金 2 级 | 18,569 | -8.18 | 2,859 | 35.07 | ||||
| 2025-08-01 | 13F | 詹尼森联合有限公司 | 297,492 | 6.18 | 45,802 | 56.16 | ||||
| 2025-08-14 | 13F | 水产资本管理有限责任公司 | 5,804 | -68.68 | 894 | -53.95 | ||||
| 2025-06-26 | NP | ALSAX - Alger SmallCap Growth Fund A 类 | 14,308 | 1,529 | ||||||
| 2025-08-29 | NP | FTXNX - Fuller & Thaler 行为小盘成长基金投资者股票 | 370,900 | 7.91 | 57,104 | 58.72 | ||||
| 2025-08-11 | 13F | 安比银行 | 1,826 | 281 | ||||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 2,529 | -66.71 | 389 | -51.07 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 4,462 | 75.19 | 687 | 157.89 | ||||
| 2025-08-29 | NP | STXK-Strive 小型股 ETF | 1,002 | 15.17 | 154 | 69.23 | ||||
| 2025-08-22 | 13F | Cim投资管理公司 | 5,601 | -51.42 | 862 | -23.17 | ||||
| 2025-07-16 | 13F | 百达银行和Cie Sa银行 | 31,641 | -32.02 | 4,871 | -0.02 | ||||
| 2025-07-11 | 13F | 银橡树证券公司 | 2,742 | -4.23 | 422 | 40.67 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 3 | 0 | ||||||
| 2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | FFOX - FundX 未来基金机会 ETF | 6,608 | 1,017 | ||||||
| 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 | 4,005 | 4.38 | 617 | 53.62 | ||||
| 2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 3,930 | -43.35 | 605 | -16.67 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 420,201 | -9.29 | 64,694 | 33.42 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 22,652 | 9.29 | 3,488 | 60.77 | ||||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 493,314 | 2.76 | 75,951 | 51.14 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 5,496 | 42.75 | 846 | 109.93 | ||||
| 2025-07-29 | 13F | 私人信托公司 | 46 | 7 | ||||||
| 2025-08-28 | NP | Lord Abbett SERIES FUND INC - 发展增长投资组合 VC 级 | 6,533 | 36.93 | 1,006 | 101.40 | ||||
| 2025-07-29 | NP | MPSSX - 纽约梅隆银行小型多策略基金 M 类股票 | 15,705 | -11.22 | 2,207 | 13.24 | ||||
| 2025-08-13 | 13F | 象限资本集团有限公司 | 1,940 | 0.00 | 299 | 46.80 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 487 | 75 | ||||||
| 2025-08-26 | NP | JDSCX - 摩根大通小型股混合基金 I 类 | 50,061 | -1.38 | 7,707 | 45.06 | ||||
| 2025-07-29 | NP | MMSC - First Trust 多经理小盘股机会 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,269 | 4.02 | 178 | 32.84 | ||||
| 2025-07-31 | 13F | 理查兹·美林和彼得森公司 | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | OWTEX - 老韦斯特伯里全股票基金 | 6,220 | 665 | ||||||
| 2025-08-08 | 13F | 乌龟投资管理有限公司 | 2 | 0 | ||||||
| 2025-08-12 | 13F | 尚普兰投资伙伴有限责任公司 | 661,232 | -19.64 | 101,803 | 18.20 | ||||
| 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 | 24,450 | 6.07 | 3,764 | 56.05 | ||||
| 2025-08-28 | NP | SPWIX - Simt 小盘成长基金 I 类 | 3,400 | -45.78 | 523 | -33.38 | ||||
| 2025-08-12 | 13F | 少尉峰顾问公司 | 13,203 | 24.05 | 2,033 | 82.41 | ||||
| 2025-08-28 | NP | AASOX - 阿尔及尔小盘成长投资组合 I-2 类 | 9,371 | 166.98 | 1,443 | 292.92 | ||||
| 2025-08-04 | 13F | 金刚狼资产管理有限公司 | Put | 300 | 0.00 | 46 | 48.39 | |||
| 2025-08-14 | 13F | 韦瑟比资产管理公司 | 6,742 | 0.07 | 1,038 | 70.84 | ||||
| 2025-06-25 | NP | 富国银行主信托 - 富国银行小型公司成长投资组合小型公司成长投资组合 | 38,631 | -11.85 | 4,129 | -13.44 | ||||
| 2025-08-14 | 13F | 维登咨询有限责任公司 | 2,301 | -2.17 | 354 | 43.90 | ||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 819 | -0.97 | 115 | 26.37 | ||||
| 2025-07-23 | 13F | 伍德信托金融公司 | 10,675 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 56,197 | 65.97 | 8,652 | 144.13 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 48,477 | 5.51 | 7,464 | 55.19 | ||||
| 2025-08-13 | 13F | 金沙资本管理有限公司 | 2,915,527 | -3.34 | 448,875 | 42.17 | ||||
| 2025-08-14 | 13F | Adage 资本合伙人有限公司 | 75,000 | -25.00 | 11,547 | 10.31 | ||||
| 2025-08-26 | NP | SBHCX - Segall Bryant & Hamill 小盘股核心基金零售类别 | 8,254 | 12.54 | 1,271 | 65.58 | ||||
| 2025-06-27 | NP | CVSIX - 卡拉莫斯市场中性收益基金 A 类 | Short | -22,800 | -0.00 | -2,437 | -1.77 | |||
| 2025-08-14 | 13F | 弗雷德·阿尔杰管理有限公司 | 325,543 | 30.37 | 50,121 | 91.74 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 132 | 3.94 | 14 | 7.69 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 522 | 3.78 | 80 | 53.85 | ||||
| 2025-06-26 | NP | USMIX - 扩展市场指数基金 | 3,679 | -3.03 | 393 | -4.61 | ||||
| 2025-07-14 | 13F | 托特金融咨询公司 | 85 | 0.00 | 13 | 62.50 | ||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 6,084 | 1.00 | 937 | 48.57 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 405 | 78.41 | 62 | 169.57 | ||||
| 2025-08-28 | NP | RSEGX - Victory RS 小盘成长基金 A 类 | 17,500 | -64.82 | 2,694 | -48.08 | ||||
| 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 | 6,057 | 18.51 | 647 | 16.37 | ||||
| 2025-08-13 | 13F | 美德资本管理有限公司 | 5,685 | 875 | ||||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 33,809 | -5.60 | 5,205 | 38.84 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 7,976 | 1,228 | ||||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 44,004 | 2.55 | 6,775 | 50.84 | ||||
| 2025-08-26 | NP | WCMLX - WCM 小盘成长基金机构类别股票 | 2,938 | -51.05 | 452 | -28.03 | ||||
| 2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 2,440 | -1.97 | 343 | 24.82 | ||||
| 2025-06-26 | NP | FSUMX - 富达系列可持续美国市场基金 | 94 | 0.00 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 64,668 | 17.35 | 9,956 | 72.61 | ||||
| 2025-08-05 | 13F | 再顾问公司 | 32,400 | 0.00 | 4,988 | 47.10 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 36,500 | -19.96 | 5,620 | 17.72 | |||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 4,707 | 5.40 | 725 | 55.03 | ||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 41 | 10.81 | 6 | 25.00 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 51,700 | -3.90 | 7,960 | 41.34 | |||
| 2025-08-25 | NP | LGHT-兰格全球健康科技 ETF | 306 | 118.57 | 47 | 235.71 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 233 | -38.36 | 36 | -10.26 | ||||
| 2025-07-25 | NP | MNDAX - MFS 新发现基金 A | 57,282 | 8,048 | ||||||
| 2025-06-11 | NP | SGGAX - DWS 大盘焦点成长基金 A 类 | 26,217 | -0.53 | 2,802 | -2.34 | ||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 9,158 | 2.22 | 1,410 | 50.37 | ||||
| 2025-08-26 | NP | 北方基金 - 北方小盘核心基金 K 类 | 3,501 | -5.53 | 539 | 39.28 | ||||
| 2025-06-26 | NP | OWLSX - 老韦斯特伯里大盘策略基金 | 389,583 | 0.00 | 41,643 | -1.80 | ||||
| 2025-07-11 | 13F | 多元化信托公司 | 7,495 | -16.20 | 1,154 | 23.18 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 65,217 | 213.68 | 10,041 | 361.40 | ||||
| 2025-08-14 | 13F | 采石场LP | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | 联合银行 | 1,091 | 0.00 | 0 | |||||
| 2025-08-26 | NP | EHLS - 均势多空 ETF | 923 | 142 | ||||||
| 2025-08-14 | 13F | Fieldview 资本管理有限公司 | 15,507 | -35.93 | 2,387 | -5.76 | ||||
| 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 | 18,633 | -49.94 | 2,869 | -26.39 | ||||
| 2025-06-26 | NP | USCAX - 小盘股票基金份额 | 1,651 | -71.06 | 176 | -71.61 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 8,200 | 164.52 | 1,269 | 290.15 | |||
| 2025-08-14 | 13F | 加拿大皇家银行 | 77,721 | 926.29 | 11,965 | 1,408.83 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 6,900 | 6.15 | 1,067 | 56.45 | |||
| 2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 8,741 | 5.76 | 934 | 3.89 | ||||
| 2025-08-01 | 13F | 贝西默集团公司 | 569,196 | -0.85 | 88 | 45.00 | ||||
| 2025-08-05 | 13F | 卡罗莱纳州财富咨询有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | EAM 投资者有限责任公司 | 33,968 | 5,230 | ||||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Put | 7,400 | 0.00 | 1,139 | 47.16 | |||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 50,000 | -30.68 | 7,698 | 1.96 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | 160,449 | 435.56 | 24,703 | 687.69 | ||||
| 2025-08-13 | 13F | 百达资产管理控股公司 | 4,598 | -10.23 | 708 | 31.90 | ||||
| 2025-08-22 | NP | WUSAX - 万格美国 | 12,380 | 1,906 | ||||||
| 2025-06-25 | NP | HART - IQ 健康心脏 ETF | 443 | -19.01 | 47 | -20.34 | ||||
| 2025-08-05 | NP | HSCSX - 小型公司股票基金 | 32,400 | 0.00 | 4,988 | 47.10 | ||||
| 2025-08-13 | 13F | 裸金融服务公司 | 7 | 1 | ||||||
| 2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 255,517 | 39,339 | ||||||
| 2025-08-29 | NP | ETGLX - Eventide 吉利德 N 类基金 | 464,252 | 0.00 | 71,476 | 47.08 | ||||
| 2025-08-05 | 13F | 科顿资本公司 | 2,223 | 342 | ||||||
| 2025-08-11 | 13F | Semanteon 资本管理公司 | 9,951 | -3.49 | 1,532 | 41.98 | ||||
| 2025-05-15 | 13F | SRS 资本顾问公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | GCSIX - 高盛小型股股票洞察基金机构 | 12,464 | 631.46 | 1,332 | 620.00 | ||||
| 2025-08-14 | 13F | PFM 健康科学，LP | 88,157 | 13,573 | ||||||
| 2025-08-14 | 13F | 工程师 门经理 LP | 74,842 | 37.13 | 11,523 | 101.68 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 135,288 | 96.99 | 20,829 | 189.72 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 77 | 133.33 | 12 | 266.67 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 37,500 | 5,774 | ||||||
| 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 | 10,339 | -9.62 | 1,592 | 32.92 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 5,128 | 6.79 | 790 | 57.17 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 35,273 | -80.74 | 5,431 | -71.67 | ||||
| 2025-08-13 | 13F | 联合爱马仕有限公司 | 48,424 | 7,455 | ||||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 6,540 | -5.94 | 1,007 | 38.38 | ||||
| 2025-08-13 | 13F | 胜利资本管理公司 | 59,899 | 1,523.72 | 9,222 | 2,289.12 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | 322,098 | -23.37 | 49,590 | 12.71 | ||||
| 2025-08-26 | NP | 主投资组合 - 活跃股票 主投资组合 活跃股票投资组合 | 9,761 | 24.19 | 1,503 | 82.73 | ||||
| 2025-08-14 | 13F | Point72 资产管理有限合伙人 | Call | 80,000 | 12,317 | |||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 163 | 3.82 | 25 | 56.25 | ||||
| 2025-08-14 | 13F | 元盛资本集团有限公司 | 12,877 | 1,983 | ||||||
| 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 | 689 | -15.77 | 106 | 24.71 | ||||
| 2025-04-30 | 13F | 布朗咨询公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | 港口投资公司 | 10 | 0.00 | 2 | 0.00 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 发展成长型投资组合 I 类 | 11,465 | 1,765 | ||||||
| 2025-08-26 | NP | 富国银行可变信托 - 富国银行 VT 小盘成长基金 2 级 | 44,810 | -5.81 | 6,899 | 38.54 | ||||
| 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 | 16,250 | 2.85 | 2,502 | 51.30 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 28,917 | 0.34 | 4,452 | 47.61 | ||||
| 2025-05-15 | 13F | Aster 资本管理（DIFC）有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-22 | NP | FDHT - 富达数字健康 ETF | 1,232 | -18.57 | 190 | 19.62 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 3,235,660 | 4.10 | 498,162 | 53.11 | ||||
| 2025-05-15 | 13F | Deerfield Management Company, Lp（C 轮） | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 867 | 29.60 | 133 | 90.00 | ||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 156,900 | 9.60 | 22,044 | 39.78 | ||||
| 2025-07-29 | NP | PBQAX - PGIM Jennison 混合基金 A 类 | 19,475 | 133.43 | 2,736 | 197.71 | ||||
| 2025-08-15 | 13F | 摩根士丹利 | 177,898 | -23.54 | 27,389 | 12.46 | ||||
| 2025-06-27 | NP | HTEC - ROBO Global(R) 医疗保健技术与创新 ETF | 6,830 | -18.35 | 730 | -19.78 | ||||
| 2025-08-27 | NP | TLEQX - 小盘股票基金 | 1,415 | 218 | ||||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 395,316 | 138.66 | 60,863 | 251.01 | ||||
| 2025-07-28 | NP | ITWO - ProShares Russell 2000 高收益 ETF | 530 | -3.28 | 74 | 23.33 | ||||
| 2025-08-12 | 13F | 伊芙琳合伙投资管理有限公司 | 245 | -18.60 | 38 | 48.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 10,345 | -2.01 | 1,593 | 44.07 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 36,970 | 2.35 | 5,692 | 50.52 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 0 | -100.00 | 3 | |||||
| 2025-07-25 | 13F | CWM有限公司 | 564 | 9.09 | 0 | |||||
| 2025-08-19 | 13F | 怀俄明州 | 1,163 | 179 | ||||||
| 2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 1,611 | 248 | ||||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 9,087 | 0.00 | 1,399 | 47.11 | ||||
| 2025-08-25 | NP | SMCWX - 小盘世界基金公司 A 类 | 793,700 | -46.86 | 122,198 | -21.85 | ||||
| 2025-08-27 | NP | 自由全明星成长基金公司 | 15,956 | -8.73 | 2,457 | 34.21 | ||||
| 2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 166 | 0.00 | 26 | 47.06 | ||||
| 2025-08-04 | 13F | 资产标记公司 | 111 | 6.73 | 17 | 70.00 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 336,307 | -15.87 | 51,778 | 23.74 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 400 | 0.00 | 62 | 48.78 | ||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 2,367 | -38.85 | 364 | -24.17 | ||||
| 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 | 14,270 | 2.18 | 1,525 | 0.33 | ||||
| 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 | 9,367 | 2.62 | 1,001 | 0.81 | ||||
| 2025-05-14 | 13F | 布里奇沃特合伙人有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 94,298 | 324.46 | 14,518 | 524.43 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 5,400 | 285.71 | 831 | 469.18 | ||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 11 | 0.00 | 2 | 0.00 | ||||
| 2025-07-28 | NP | URTY - ProShares UltraPro Russell2000 | 2,287 | -28.44 | 321 | -8.81 | ||||
| 2025-05-01 | 13F | 卡斯资本管理有限公司 | 2,502 | 262 | ||||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 313,094 | 2,023.10 | 48,204 | 3,023.98 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 967 | -1.12 | 149 | 45.10 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 267,603 | 41,200 | ||||||
| 2025-08-08 | 13F | 艾伯塔省投资管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SG美洲证券有限责任公司 | 27,989 | 232.13 | 4 | |||||
| 2025-08-14 | 13F | 整体健康资产管理有限责任公司 | 40,000 | 6,158 | ||||||
| 2025-07-14 | 13F | 健康投资合作伙伴公司 | 25,302 | 23.14 | 3,895 | 81.16 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 25 | 38.89 | 4 | 200.00 | ||||
| 2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 10 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 13,856 | 0.00 | 2,132 | 46.56 | ||||
| 2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | JNL 系列信托 - JNL 多管理人小型股成长基金 (A) | 49,257 | -35.38 | 7,584 | -4.96 | ||||
| 2025-08-13 | 13F | 肯尼迪资本管理公司 | 15,844 | -10.78 | 2,439 | 31.20 | ||||
| 2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 19,250 | 0.00 | 2,964 | 47.05 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 小盘成长基金类别 | 21,131 | 10.02 | 3,253 | 61.84 | ||||
| 2025-07-22 | NP | GSC - 高盛小盘核心股票 ETF | 11,771 | -11.02 | 1,654 | 13.45 | ||||
| 2025-05-15 | 13F | 阿利斯卡投资集团有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | 极地资产管理合伙公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 7 | 0.00 | 1 | |||||
| 2025-08-12 | 13F | 曼彻斯特资本管理有限公司 | 23 | 0.00 | 4 | 50.00 | ||||
| 2025-07-24 | 13F | 坎普曼·梅丽莎·S. | 24,550 | -1.90 | 3,780 | 44.29 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 9,622 | 1,481 | ||||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 | 689 | 3.14 | 72 | 20.00 | ||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 262 | 9.17 | 40 | 60.00 | ||||
| 2025-05-29 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 241 | 288.71 | 37 | 516.67 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 214,012 | 130.79 | 32,949 | 239.47 | ||||
| 2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 7 | 1 | ||||||
| 2025-08-26 | NP | JSCSX - 摩根大通美国小公司基金 I 类 | 54,457 | -11.00 | 8,384 | 30.90 | ||||
| 2025-04-16 | NP | CLSE - 融合多/空股票 ETF | Short | -3,136 | -345 | |||||
| 2025-05-07 | 13F | 拉米雷斯资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Fonder AB 取得进展 | 1,137 | 0.00 | 175 | 42.28 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 8,304 | 1,278 | ||||||
| 2025-08-08 | 13F | 时代广场资本管理有限公司 | 71,660 | 11,033 | ||||||
| 2025-08-22 | 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 | 15,810 | -49.64 | 2,434 | -25.93 | ||||
| 2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 3,787 | -10.11 | 583 | 32.20 | ||||
| 2025-08-29 | NP | MMSCX - Praxis 小盘股指数基金 A 类 | 2,590 | 399 | ||||||
| 2025-05-14 | 13F/A | 挪威银行 | 235,170 | -5.09 | 27,280 | 2.86 | ||||
| 2025-07-24 | NP | BDSIX - 贝莱德优势小型核心基金机构股 | 45,249 | 5.89 | 6,357 | 35.05 | ||||
| 2025-07-15 | 13F | 亚伯勒资本有限责任公司 | 4,650 | 0.00 | 716 | 47.12 | ||||
| 2025-07-29 | NP | SLPAX - Siit 小盘基金 - A 类 | 1,580 | 36.56 | 222 | 30.00 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 19,005 | 2.45 | 2,926 | 50.75 | ||||
| 2025-06-18 | NP | GMRAX - 全国小盘指数基金 A 类 | 2,669 | 0.00 | 285 | -1.72 | ||||
| 2025-04-21 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 4,000 | -2.44 | 616 | 43.36 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 24,251 | 16.33 | 3,734 | 71.08 | ||||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 6,497 | 2.87 | 1,000 | 51.29 | ||||
| 2025-05-15 | 13F | 都铎投资公司等 | Put | 0 | -100.00 | 0 | ||||
| 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 | 899 | -27.09 | 138 | 6.98 | ||||
| 2025-08-13 | 13F | 资本研究全球投资者 | 1,506,864 | -31.59 | 231,997 | 0.62 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 197 | 111.83 | 21 | 110.00 | ||||
| 2025-08-26 | NP | OGGFX - 摩根大通小盘成长基金 I 类 | 222,362 | 0.54 | 34,235 | 47.88 | ||||
| 2025-07-31 | 13F | R平方有限公司 | 2,621 | 404 | ||||||
| 2025-07-24 | NP | ONEQ - 富达纳斯达克综合指数跟踪股票 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 | 9,262 | 0.43 | 1,301 | 28.18 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级 | 5,039 | 0.00 | 776 | 47.06 | ||||
| 2025-08-14 | 13F | 道富银行 | 868,525 | -5.36 | 133,718 | 39.20 | ||||
| 2025-08-14 | NP | FLSPX - SPECTRUM FUND 零售类 | Short | -198 | -51.82 | -30 | -18.92 | |||
| 2025-07-30 | NP | HEAL - Global X 远程医疗和数字健康 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 | 9,505 | -35.78 | 1,335 | -18.10 | ||||
| 2025-08-28 | NP | LYFCX - AlphaCentric LifeSci 医疗保健基金 C 类 | 2,377 | -18.15 | 366 | 20.46 | ||||
| 2025-08-26 | NP | BlackRock Advantage US Total Market Fund, Inc. - BlackRock Advantage US Total Market Fund, Inc. 投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,943 | 299 | ||||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 20,127 | 3.68 | 2,151 | 1.85 | ||||
| 2025-07-16 | 13F | Pictet & Cie（欧洲）SA | 1,542 | -29.52 | 237 | 3.49 | ||||
| 2025-08-14 | 13F | 范埃克联合公司 | 554 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | 富国银行/百万 | 25,132 | 4.75 | 3,869 | 54.08 | ||||
| 2025-08-14 | 13F | 前沿资本管理有限公司 | 106,415 | -52.69 | 16,384 | -30.41 | ||||
| 2025-08-26 | NP | WFDDX - 富国银行发现基金管理员班 | 127,684 | -11.11 | 19,658 | 30.75 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 1,300 | -89.68 | 200 | -84.83 | |||
| 2025-07-08 | 13F | 上升顾问有限责任公司 | 69 | 0.00 | 11 | 42.86 | ||||
| 2025-06-26 | NP | ALSRX - 阿尔及尔小盘成长机构基金 I 类 | 5,252 | 561 | ||||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 1,527 | 3.88 | 163 | 1.88 | ||||
| 2025-08-12 | 13F | 艾根投资管理有限公司 | 1,686 | 260 | ||||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 3,256 | 2.94 | 501 | 51.36 | ||||
| 2025-08-12 | 13F | 德意志银行\ | 192,190 | -6.21 | 29,590 | 37.94 | ||||
| 2025-08-14 | 13F | 罗克斯普林资本管理有限公司 | 242,500 | -4.64 | 37,335 | 40.25 | ||||
| 2025-07-29 | NP | SEIAX - SIIT 多元资产真实回报基金 - A 类 | 208 | 0.00 | 29 | 31.82 | ||||
| 2025-06-26 | NP | SCMGX - 金沙资本全球成长基金机构类别股票 | 201,441 | -5.81 | 21,532 | -7.51 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 小盘成长股票投资组合 | 40,712 | -3.71 | 6,268 | 41.65 | ||||
| 2025-08-08 | 13F | 创意策划 | 10,475 | 22.63 | 1,613 | 80.31 | ||||
| 2025-08-28 | NP | RPNIX - Riverpark/Next Century Growth Fund 机构类别股票 | 1,916 | -6.08 | 295 | 38.03 | ||||
| 2025-08-05 | 13F | 蒙特利尔银行/can/ | 1,454 | 224 | ||||||
| 2025-08-08 | 13F | Mv 资本管理公司 | 3 | 0.00 | 0 | |||||
| 2025-08-25 | NP | SSETX - 纽约梅隆银行小盘成长基金 I 类 | 1,479 | -13.41 | 228 | 27.53 | ||||
| 2025-08-26 | NP | SCDS - 摩根大通基础数据科学小型核心 ETF | 458 | 0.00 | 71 | 48.94 | ||||
| 2025-08-11 | 13F | 一资本管理有限责任公司 | 6,608 | 1,017 | ||||||
| 2025-08-27 | NP | VISGX - 先锋小盘成长指数基金投资者股票 | 433,261 | -1.52 | 66,705 | 44.84 | ||||
| 2025-07-24 | NP | FNCMX - 富达纳斯达克综合指数基金 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 | 18,507 | 0.00 | 2,600 | 27.58 | ||||
| 2025-08-01 | 13F | 布林克资本投资有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 1,521 | 0.00 | 234 | 47.17 | ||||
| 2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 高盛集团公司 | 394,613 | -9.03 | 60,755 | 33.80 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 5 | 400.00 | 1 | |||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 729,813 | -36.86 | 112,362 | -7.14 | ||||
| 2025-07-15 | 13F | 北极星投资管理公司 | 170 | 0.00 | 26 | 52.94 | ||||
| 2025-08-14 | 13F | 弗里斯通格罗夫合伙公司 | 154,317 | 12.66 | 23,759 | 65.70 | ||||
| 2025-08-08 | 13F | KBC 集团 | 870 | -34.93 | 0 | |||||
| 2025-07-10 | 13F | 安全国家银行 | 9 | 0.00 | 1 | |||||
| 2025-06-27 | NP | HASGX - 港湾小盘成长基金机构类别 | 305,574 | 0.00 | 32,663 | -1.80 | ||||
| 2025-08-27 | 13F/A | Squarepoint Ops LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 1,900 | 293 | ||||||
| 2025-07-25 | NP | CZMSX - 多管理人小盘股票策略基金机构类别 | 40,108 | 10.55 | 5,635 | 41.02 | ||||
| 2025-07-10 | 13F | 交易所交易概念有限公司 | 4,691 | -31.32 | 722 | 1.12 | ||||
| 2025-07-21 | 13F | 上升集团有限责任公司 | 8,946 | 6.63 | 1,377 | 56.83 | ||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 220 | 0.00 | 34 | 47.83 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 100 | 15 | ||||||
| 2025-07-31 | 13F | 奥本海默资产管理公司 | 2,386 | -40.19 | 367 | -11.99 | ||||
| 2025-08-29 | NP | LSSIX - Loomis Sayles 小盘成长基金机构类别 | 143,786 | 108.44 | 22,137 | 332.28 | ||||
| 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 | 14,707 | 0.00 | 1,572 | -1.75 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 4,558 | 702 | ||||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 38,578 | 1.21 | 5,939 | 48.85 | ||||
| 2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 3,245 | 500 | ||||||
| 2025-08-14 | 13F | Ophir 资产管理有限公司 | 202,084 | -46.49 | 28,308 | -28.40 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 215,289 | 7.39 | 33 | 65.00 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 110 | 10.00 | 17 | 60.00 | ||||
| 2025-08-27 | NP | PGOAX - PGIM JENNISON 小型公司基金 A 类 | 61,368 | 2.40 | 9,448 | 50.61 | ||||
| 2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 73,822 | 11,366 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 91 | 9.64 | 14 | 75.00 | ||||
| 2025-08-29 | NP | TSCIX - AMG TimesSquare 小盘成长基金 Z 级 | 3,800 | 585 | ||||||
| 2025-06-26 | NP | TISBX - TIAA-CREF 小型股混合指数基金机构类别 | 39,651 | -3.36 | 4,238 | -5.11 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 200 | -90.00 | 31 | -85.65 | |||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 5,450 | -65.63 | 839 | -49.43 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 54,100 | 0.37 | 8,329 | 47.62 | |||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Loomis Sayles 小盘成长投资组合 A 类 | 22,493 | 112.98 | 3,463 | 341.71 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理增长投资组合 1 级 | 498 | -0.60 | 52 | 15.56 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 20,700 | 146.43 | 3,187 | 262.46 | |||
| 2025-08-27 | NP | APHMX - Artisan 中型基金机构股票 | 623,375 | -4.31 | 95,975 | 40.73 | ||||
| 2025-07-29 | NP | SECAX - SIIT 小盘 II 基金 - A 类 | 2,579 | 53.60 | 362 | 46.56 | ||||
| 2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 2 | 0 | ||||||
| 2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 9,470 | 238.46 | 1,458 | 398.97 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 100,023 | 3,124.47 | 15,400 | 4,652.78 | ||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 21,900 | -24.48 | 3,372 | 11.07 | |||
| 2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 6,717 | 0.54 | 944 | 28.30 | ||||
| 2025-08-15 | 13F | 大西人寿保险公司 /can/ | 3,125 | 1.73 | 0 | |||||
| 2025-08-14 | 13F | 多伦多道明银行 | 20 | 3 | ||||||
| 2025-08-27 | NP | ARTSX - Artisan 小盘基金投资者股票 | 216,631 | -5.44 | 33,353 | 39.08 | ||||
| 2025-08-14 | 13F | 下世纪成长投资者有限公司 | 224,863 | 7.99 | 34,620 | 58.83 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 4,287 | 5.36 | 458 | 3.62 | ||||
| 2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 281 | 0.00 | 43 | 48.28 | ||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 2,236 | 7.35 | 344 | 57.80 | ||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 6,161 | 38.20 | 949 | 103.43 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 8,423 | 3.40 | 1,297 | 52.11 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | Call | 600 | 92 | |||||
| 2025-08-27 | NP | VANGUARD 可变保险基金 - 小型公司成长投资组合 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 | 6,942 | -15.33 | 1,069 | 21.78 | ||||
| 2025-08-14 | 13F | 立体派系统策略有限责任公司 | 110,727 | 153.28 | 17,048 | 272.53 | ||||
| 2025-08-14 | 13F | 水手有限责任公司 | 2,848 | -24.22 | 438 | 11.45 | ||||
| 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 | 19,364 | 47.03 | 2,070 | 44.38 | ||||
| 2025-08-15 | 13F | Captrust 财务顾问 | 5,760 | 38.06 | 887 | 103.21 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 4,886 | 3.36 | 752 | 52.23 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 3,552 | 2.54 | 380 | 0.53 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 195,642 | -0.36 | 30,121 | 46.55 | ||||
| 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 | 1,141 | -4.44 | 176 | 41.13 | ||||
| 2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 9,049 | 4.01 | 1,393 | 53.08 | ||||
| 2025-08-27 | NP | OASGX - 最佳中小盘成长基金A类 | 57,779 | 5.21 | 8,896 | 54.75 | ||||
| 2025-07-24 | 13F | Jfs 财富顾问有限公司 | 9 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | 科学技术研究有限责任公司 | 6,465 | -0.61 | 995 | 46.32 | ||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | 5,800 | -22.54 | 893 | 13.92 | ||||
| 2025-08-26 | NP | SHRT - Gotham 空头策略 ETF | 79 | 12 | ||||||
| 2025-07-23 | 13F | 钢峰财富管理有限公司 | Call | 46 | ||||||
| 2025-08-11 | 13F | 贝尔投资顾问公司 | 25 | 92.31 | 4 | 200.00 | ||||
| 2025-08-28 | NP | SIFAX - SIMT 多资产通胀管理基金 F 类 | 135 | 154.72 | 21 | 300.00 | ||||
| 2025-05-15 | 13F | 立体派系统策略有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-06-25 | NP | PQJCX - PGIM Jennison 小盘核心股票基金 R6 级 | 823 | 203.69 | 88 | 200.00 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 29,811 | -15.48 | 4,590 | 24.30 | ||||
| 2025-08-29 | NP | ETAHX - Eventide 医疗保健与生命科学基金 A 类股 | 223,127 | -18.00 | 34,353 | 20.61 | ||||
| 2025-05-15 | 13F | 安盛公司 | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | 埃勒昆资本有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | 宽博科技有限公司 | 23,242 | 3,578 | ||||||
| 2025-07-18 | 13F | 信托金融公司 | 9,683 | -4.39 | 1,491 | 40.57 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 208 | 63.78 | 32 | 146.15 | ||||
| 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 | 5,570 | 30.35 | 595 | 27.96 | ||||
| 2025-07-25 | NP | ANEFX - 新经济基金A类 | 625,218 | -0.23 | 87,843 | 27.25 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 6,600 | 10.00 | 1,016 | 61.78 | ||||
| 2025-07-30 | 13F | 斯蒂芬斯投资管理集团有限责任公司 | 552,916 | 6.21 | 85,127 | 56.21 | ||||
| 2025-08-28 | NP | OBSOX - Oberweis 小盘股机会基金投资者类别 | 81,200 | 12,502 | ||||||
| 2025-07-29 | 13F | 斯蒂芬斯公司/ar/ | 2,166 | 2.07 | 333 | 50.00 | ||||
| 2025-08-08 | 13F | IMA 财富公司 | 3,230 | 0.00 | 497 | 47.04 | ||||
| 2025-08-22 | NP | 可变保险产品基金 II - 纪律严明的小型股投资组合初始类别 | 10,105 | -47.96 | 1,556 | -23.47 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 65 | 8.33 | 10 | 66.67 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 3,256 | 2.94 | 501 | 51.36 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 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 | 170,393 | 0.12 | 23,940 | 27.70 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 37 | 85.00 | 6 | 150.00 | ||||
| 2025-08-14 | 13F | 富勒泰勒资产管理公司 | 586,478 | 13.17 | 90,294 | 66.44 | ||||
| 2025-08-08 | 13F | M&G 有限公司 | 74,398 | 11,457 | ||||||
| 2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 44,713 | 319.72 | 6,884 | 517.40 | ||||
| 2025-08-26 | NP | EGWAX - 富国银行基本小盘成长基金（前身为富国银行传统小盘成长基金）A 类 | 13,705 | 15.82 | 2,110 | 70.44 | ||||
| 2025-08-19 | NP | RIFBX - 美国小型股票基金 | 1,833 | -3.78 | 282 | 41.71 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 中小盘 200 基金标准级 | 3,406 | 209.07 | 524 | 312.60 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 8,733 | 3.98 | 1,345 | 52.90 | ||||
| 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 | 3,957 | 38.50 | 609 | 103.68 | ||||
| 2025-05-12 | 13F | 摩根大通公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-12 | 13F | 熵技术有限公司 | 11,189 | 1,723 | ||||||
| 2025-08-28 | NP | CIPSX - CHAMPLAIN 小公司基金顾问股份 | 215,000 | -24.45 | 33,101 | 11.11 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 68,475 | -8.75 | 10,542 | 34.21 | ||||
| 2025-08-14 | 13F | 奥伯维斯资产管理公司/ | 81,200 | 12,502 | ||||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 468 | 0 | ||||||
| 2025-08-14 | 13F | 红迈集团有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 库克森皮尔斯公司 | 7,072 | 1,089 | ||||||
| 2025-07-14 | 13F | AdvisorNet 金融公司 | 53 | 1.92 | 8 | 60.00 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 17,484 | 0.00 | 2,692 | 47.05 | ||||
| 2025-08-27 | NP | PIBAX - PGIM 平衡基金 A 类 | 1,800 | 277 | ||||||
| 2025-05-15 | 13F | 法灵顿资本有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-26 | NP | TLSTX - 股票指数基金 | 477 | 0.00 | 73 | 48.98 | ||||
| 2025-06-25 | NP | BKSE - 纽约梅隆银行美国小盘核心股票 ETF | 1,550 | -20.27 | 166 | -21.80 | ||||
| 2025-06-17 | NP | MMSMX - 多管理人美国小型股票基金 P 类股票 | 29,923 | 4.87 | 3,198 | 3.00 | ||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 1,916 | -6.08 | 295 | 38.03 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 8,014 | 86.16 | 1 | |||||
| 2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 53,926 | 8,302 | ||||||
| 2025-05-15 | 13F | Monimus资本管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 165 | 41.03 | 25 | 108.33 | ||||
| 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 | 77,847 | 3.01 | 8,321 | 1.15 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 5,447 | 83.65 | 839 | 170.32 | ||||
| 2025-08-18 | 13F | 吉诺斯财富管理公司 | 24 | 0.00 | 4 | 50.00 | ||||
| 2025-08-05 | 13F | 布莱斯角资本有限责任公司 | 4,860 | 748 | ||||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 4,081 | -11.09 | 631 | 32.91 | ||||
| 2025-08-05 | 13F | ANTIPODES 合作伙伴有限公司 | 255 | 39 | ||||||
| 2025-06-25 | NP | GSAOX - 高盛小盘成长洞察基金 A 类 | 5,375 | 21.11 | 575 | 18.84 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 2,361 | 0.00 | 252 | -1.56 | ||||
| 2025-07-25 | 13F | 正义投资有限责任公司 | 2,410 | 13.84 | 371 | 67.87 | ||||
| 2025-08-04 | 13F | 阿特里亚投资有限公司 | 1,300 | 200 | ||||||
| 2025-06-27 | NP | MEDI - 港湾医疗保健 ETF | 827 | 0.00 | 88 | -2.22 | ||||
| 2025-08-25 | NP | SDSCX - 纽约梅隆银行中小型成长基金 I 类 | 127,174 | -5.67 | 19,580 | 38.74 | ||||
| 2025-08-28 | NP | DTSGX - 小型公司成长投资组合投资类别 | 15 | -84.85 | 2 | -81.82 | ||||
| 2025-08-14 | 13F | 极地资本控股有限公司 | 1,350 | -97.29 | 208 | -96.03 | ||||
| 2025-07-21 | 13F | DHJJ财务顾问有限公司 | 2 | 0.00 | 0 | |||||
| 2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 48,180 | -0.23 | 7,418 | 46.76 | ||||
| 2025-06-26 | NP | FSSLX - 富达系列小盘核心基金 | 76,198 | 6.72 | 8,145 | 4.80 | ||||
| 2025-06-26 | NP | HSLAX - 哈特福德小型股成长基金 A 类 | 18,601 | -7.44 | 1,988 | -9.10 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 26,247 | 14.58 | 4 | 100.00 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 1,300 | 200 | ||||||
| 2025-08-13 | 13F | 法国外贸银行 | 23,500 | 291.67 | 3,618 | 487.34 | ||||
| 2025-05-15 | 13F | 德肖公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-26 | NP | PSGIX - 贝莱德优势小型股成长基金机构 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,710 | 68.38 | 2,727 | 147.59 | ||||
| 2025-08-25 | NP | MFS 可变保险信托 - MFS 新发现系列初始类别 | 29,287 | 4,509 | ||||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 169 | 6.29 | 18 | 21.43 | ||||
| 2025-08-13 | 13F | 阿蒙迪 | 60,608 | -36.77 | 8,654 | -14.77 | ||||
| 2025-08-28 | NP | XHE - SPDR(R) S&P(R) 医疗保健设备 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 | 20,639 | -31.02 | 3,178 | 1.44 | ||||
| 2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 24,799 | 0.00 | 2,651 | -1.82 | ||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 3,842 | 296.49 | 592 | 485.15 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 29,966 | 129.75 | 5 | 300.00 | ||||
| 2025-08-14 | 13F | 布雷德韦尔有限合伙人 | 300,029 | -46.08 | 46,192 | -20.69 | ||||
| 2025-06-25 | NP | FHLC - 富达 MSCI 医疗保健指数 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 | 13,631 | -2.10 | 1,457 | -3.83 | ||||
| 2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 3,945 | 0.03 | 607 | 59.32 | ||||
| 2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 5,083 | -9.60 | 714 | 15.35 | ||||
| 2025-08-26 | NP | NXTI - 简化下一个无形核心指数 ETF | 13 | 2 | ||||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 5 | 1 | ||||||
| 2025-08-14 | 13F | Xponance公司 | 2,478 | 3.68 | 382 | 52.40 | ||||
| 2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 0 | -100.00 | 0 | |||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 5,000 | 16.28 | 702 | 48.41 | ||||
| 2025-08-12 | 13F | 摩根大通公司 | 563,201 | 0.12 | 86,710 | 47.26 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 306 | 13.75 | 47 | 67.86 | ||||
| 2025-07-28 | NP | UWM - ProShares Ultra Russell2000 | 3,118 | -18.72 | 438 | 3.79 | ||||
| 2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 9,250 | -42.56 | 968 | -33.33 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 | 5,466 | -13.35 | 842 | 27.42 | ||||
| 2025-07-28 | 13F | 布林莫尔信托公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | SBI 证券股份有限公司 | 1 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 23 | 4 | ||||||
| 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 | 2,988 | 14.00 | 460 | 67.88 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Call | 10,000 | -73.05 | 1,540 | -60.37 | |||
| 2025-08-27 | NP | HCEGX - 成长型股票投资组合 HC 战略股票 | 933 | 0.00 | 144 | 47.42 | ||||
| 2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 785,136 | -5.33 | 120,880 | 39.23 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | Put | 96,400 | -0.62 | 14,842 | 46.17 | |||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 101 | 0.00 | 16 | 50.00 | ||||
| 2025-08-14 | 13F | 简街集团有限责任公司 | 88,168 | 92.70 | 13,574 | 183.44 | ||||
| 2025-08-26 | NP | IHI - iShares 美国医疗器械 ETF | 167,396 | -3.47 | 25,772 | 41.98 | ||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 15,519 | -15.78 | 2,180 | 7.44 | ||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 9,292 | 507.32 | 1,044 | 552.50 | ||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 126,455 | 19,469 | ||||||
| 2025-06-26 | NP | AOFAX - 阿尔及尔小盘股焦点基金 A 类 | 95,692 | 10,229 | ||||||
| 2025-08-27 | NP | APFDX - Artisan 全球发现基金投资者股票 | 46,096 | -1.26 | 7,097 | 45.20 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 467,991 | 7.97 | 72,052 | 58.80 | ||||
| 2025-07-29 | 13F | WCM投资管理有限公司 | 77,170 | -44.26 | 11,939 | -17.87 | ||||
| 2025-08-12 | 13F | 德国商业银行 | 9,139 | -27.69 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 10 | 0.00 | 2 | 0.00 | ||||
| 2025-07-08 | 13F | 莫里斯退休顾问有限责任公司 | 3,323 | 512 | ||||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 37,394 | 1.48 | 5,757 | 49.26 | ||||
| 2025-06-30 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 287,248 | 0.00 | 30,704 | -1.80 | ||||
| 2025-08-28 | NP | KOMP - SPDR S&P Kensho 新经济综合 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 105,242 | -37.91 | 16,203 | -8.68 | ||||
| 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 | 699 | 8.20 | 108 | 59.70 | ||||
| 2025-08-27 | NP | 高级系列信托 - Ast Prudential Growth Allocation Portfolio | 11,323 | 1,275.82 | 1,743 | 1,926.74 | ||||
| 2025-05-12 | 13F | 加拿大国家银行/fi/ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 47,425 | 7,302 | ||||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 104 | 60.00 | 16 | 166.67 | ||||
| 2025-07-29 | 13F | 价值观第一顾问公司 | 6,525 | 5.19 | 1,005 | 54.70 | ||||
| 2025-08-13 | 13F/A | DLD资产管理有限合伙人 | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | 道德公司 | 1,566 | 242 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 5,964 | 9.43 | 918 | 61.05 | ||||
| 2025-08-14 | 13F | 柏图斯信托公司 (LTA) | 1,792 | -67.15 | 276 | -51.84 | ||||
| 2025-07-29 | 13F | 积极财富管理 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | 南州公司 | 14 | -69.57 | 2 | -50.00 | ||||
| 2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 10,972 | 3.32 | 1,173 | 1.47 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 349,338 | -2.28 | 53,784 | 43.72 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 11,473 | 1.89 | 1,766 | 49.92 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 18,987 | 6.60 | 2,030 | 4.70 | ||||
| 2025-08-01 | 13F | 百富勤资本管理有限公司 | 76,594 | -7.78 | 11,792 | 35.63 | ||||
| 2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Advantage 美国总市场 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 | 458 | 71 | ||||||
| 2025-07-22 | NP | FSCC - 联邦 Hermes MDT 小型股核心 ETF | 343 | 48 | ||||||
| 2025-08-14 | 13F | Numerai GP 有限责任公司 | 9,757 | 1,502 | ||||||
| 2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 41,864 | -1.30 | 6,445 | 45.19 | ||||
| 2025-08-14 | 13F | 格拉纳汉投资管理公司/马 | 12,664 | -14.27 | 1,950 | 26.07 | ||||
| 2025-06-24 | NP | BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF | 10,980 | 11.49 | 1,174 | 9.52 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 4,526 | -36.83 | 697 | -7.20 | ||||
| 2025-08-14 | 13F | Occudo 定量策略 Lp | 6,135 | 945 | ||||||
| 2025-05-15 | 13F | 瑞银奥康纳有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-15 | 13F | 第五第三银行 | 90 | 0.00 | 14 | 44.44 | ||||
| 2025-08-12 | 13F | 杰富瑞金融集团公司 | 0 | -100.00 | 0 | |||||
| 2025-07-25 | NP | SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,953 | 0.00 | 2,522 | 27.57 | ||||
| 2025-06-25 | NP | WFGDX - 富国银行新兴增长基金管理员班 | 43,473 | 0.60 | 4,647 | -1.21 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 112 | 0.00 | 0 | |||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 434,343 | -16.25 | 63,392 | 14.37 | ||||
| 2025-07-22 | NP | GSBDX - 高盛小盘成长基金 A 类股票 | 32,220 | -16.50 | 4,527 | 6.49 | ||||
| 2025-06-23 | NP | SLPIX - 小盘股深度投资者类别 | 30 | -11.76 | 3 | 0.00 | ||||
| 2025-06-27 | NP | ESCQX - 推出小型股票基金退休课程 | 52,527 | -31.67 | 5,615 | -32.91 | ||||
| 2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 734,624 | -16.50 | 113 | 22.83 | ||||
| 2025-08-27 | NP | BBTSX - Bridge Builder 税务管理中小型股基金 | 9,409 | 0.00 | 1,449 | 47.15 | ||||
| 2025-07-29 | NP | VHCIX - 先锋医疗保健指数基金 Admiral Shares | 98,227 | -1.14 | 13,801 | 26.08 | ||||
| 2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 11,167 | -4.05 | 1,569 | 22.31 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 1,047 | 0.29 | 161 | 47.71 | ||||
| 2025-07-25 | 13F | 协和财富合作伙伴 | 1 | 0 | ||||||
| 2025-06-26 | NP | SCUVX - 哈特福德施罗德美国小型股机会基金 A 级 | 15,697 | 0.00 | 1,678 | -1.81 | ||||
| 2025-08-14 | 13F | 石板路径资本有限合伙人 | 0 | -100.00 | 0 | |||||
| 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 | 2,398 | 85.46 | 256 | 82.86 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 20 | 33.33 | 3 | 200.00 | ||||
| 2025-08-21 | NP | MXMTX - Great-West 小盘成长基金投资者类别 | 12,611 | 2.02 | 1,942 | 50.12 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 2,749,635 | 1.71 | 423,334 | 49.60 | ||||
| 2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 2,590 | 0 | ||||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 45 | 4.65 | 7 | 50.00 | ||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 287,476 | 11.15 | 44 | 62.96 | ||||
| 2025-07-29 | 13F | TFC财务管理 | 1 | 0 | ||||||
| 2025-08-11 | 13F | 弗兰克，里默曼顾问有限责任公司 | 2,045 | 0.00 | 315 | 46.73 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Call | 17,200 | 2,648 | |||||
| 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 | 21,561 | 10.41 | 3,320 | 62.38 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | Put | 5,800 | 893 | |||||
| 2025-07-30 | NP | FCTDX - 战略顾问富达美国总股票基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 60,250 | 0.00 | 8,465 | 27.54 | ||||
| 2025-08-18 | 13F/A | 野村控股公司 | 16,031 | 2,468 | ||||||
| 2025-08-27 | NP | 俄亥俄国家基金公司 - ON BlackRock Advantage Small Cap Growth Portfolio | 3,897 | 88.53 | 600 | 177.31 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 767,336 | 2.26 | 118,154 | 50.39 | ||||
| 2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 188 | 0.00 | 29 | 47.37 | ||||
| 2025-08-26 | NP | GSCYX - 机构小型股股票基金 | 3,351 | -45.07 | 516 | -45.15 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 6,985 | -15.87 | 1,075 | 23.71 | ||||
| 2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 111 | -1.77 | 17 | 54.55 | ||||
| 2025-07-10 | 13F | 穆迪国家银行信托部 | 1,602 | 247 | ||||||
| 2025-08-12 | 13F | 韦斯特菲尔德资本管理有限公司 | 290,570 | -52.91 | 44,736 | -30.74 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 | 1,074 | -34.87 | 165 | -4.07 | ||||
| 2025-07-29 | NP | VRTGX - Vanguard Russell 2000 增长指数基金机构股票 | 27,302 | -4.89 | 3,836 | 21.28 | ||||
| 2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 0 | -100.00 | 0 | |||||
| 2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | NP | ANEW - ProShares MSCI 转型变革 ETF | 184 | 0.00 | 26 | 25.00 | ||||
| 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 | 1,650 | 6.52 | 254 | 56.79 | ||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 14,741 | 3.18 | 2,270 | 51.77 | ||||
| 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 | 148,970 | -1.06 | 20,930 | 26.19 | ||||
| 2025-08-14 | 13F | 埃文泰德资产管理有限公司 | 691,573 | -6.55 | 106,478 | 37.44 | ||||
| 2025-08-13 | 13F | 施罗德投资管理集团 | 220,969 | -29.78 | 34,186 | 3.46 | ||||
| 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 | 10,993 | -13.23 | 1,692 | 27.60 | ||||
| 2025-08-26 | NP | DVSMX - Driehaus 小盘成长基金投资者股票类别 | 32,941 | 5,072 | ||||||
| 2025-07-11 | 13F | 西克雷斯特财富管理有限公司 | 2,030 | 0.00 | 313 | 47.17 | ||||
| 2025-07-11 | 13F | 港湾资本顾问有限公司 | 2,235 | 319 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 9 | 12.50 | 1 | |||||
| 2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 25,929 | 56.10 | 3,992 | 130.48 | ||||
| 2025-08-14 | 13F | Corient IA LLC | 1,500 | 231 | ||||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理中型增长基金 I 类 | 58,679 | -9.06 | 9,034 | 33.76 | ||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 3,230 | -19.25 | 497 | 18.90 | ||||
| 2025-08-15 | NP | SPWAX - 美国灯塔斯蒂芬斯小型股成长基金 A 类 | 38,547 | 10.22 | 5,935 | 62.13 | ||||
| 2025-07-24 | NP | FMED - 富达颠覆性医药 ETF | 2,803 | 0.00 | 394 | 27.60 | ||||
| 2025-06-26 | NP | ALMAX - 阿尔及尔韦瑟比专业成长基金 A 类 | 61,574 | -32.92 | 6,582 | -34.13 | ||||
| 2025-05-12 | 13F | Simplex 贸易有限公司 | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | 签名有限责任公司 | 137 | 0.00 | 21 | 50.00 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 290,634 | -7.08 | 44,746 | 36.67 | ||||
| 2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,025 | 3.04 | 1,851 | 51.60 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 27 | -54.24 | 4 | -33.33 | ||||
| 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 | |||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 277,008 | -0.32 | 42,648 | 46.61 | ||||
| 2025-07-14 | 13F | UMA 金融服务公司 | 3 | 0 | ||||||
| 2025-06-27 | NP | LAGWX - 雅培勋爵发展成长基金公司 A 类 | 178,850 | -4.00 | 19,117 | -6.36 | ||||
| 2025-08-22 | NP | LACAX - 哥伦比亚橡子基金 A 类 | 65,279 | 10,050 | ||||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 73 | 4.29 | 11 | 57.14 | ||||
| 2025-08-27 | NP | AIM 可变保险基金（INVESCO 可变保险基金）- INVESCO VI 医疗保健基金系列 I | 4,859 | 36.03 | 748 | 94.79 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 271,467 | 6.63 | 41,795 | 56.84 | ||||
| 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 | 315,884 | 2.52 | 33,765 | 0.67 | ||||
| 2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 161,646 | 24,887 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 17,560 | 0.00 | 2,704 | 47.06 | ||||
| 2025-06-26 | NP | NUSC - Nuveen ESG 小盘股 ETF | 8,553 | -1.02 | 914 | -2.77 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 607,652 | -32.71 | 93,554 | -1.04 | ||||
| 2025-06-25 | NP | MSSCX - AMG Frontier 小盘成长基金 I 类 | 4,748 | 225.21 | 508 | 220.89 | ||||
| 2025-07-30 | 13F | 财务视角公司 | 7 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 781,054 | -0.40 | 120,251 | 46.48 | ||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 87,511 | -47.43 | 13,473 | -22.68 | ||||
| 2025-08-11 | 13F | 花旗集团 | 166,744 | -9.94 | 25,672 | 32.46 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 141,200 | 538.91 | 21,739 | 839.86 | ||||
| 2025-08-13 | 13F | 北方信托公司 | 289,317 | -0.92 | 44,543 | 45.72 | ||||
| 2025-08-12 | 13F | 瑞士国家银行 | 60,000 | -1.15 | 9,238 | 45.37 | ||||
| 2025-08-14 | 13F | 瑞银奥康纳有限公司 | 7,993 | -40.82 | 1,231 | -12.95 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | C环球集团控股公司 | 80,000 | 0.00 | 12 | 50.00 | ||||
| 2025-08-20 | NP | ASMOX - AQR 小盘动量型基金 I 类 | 371 | -44.04 | 57 | -17.39 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 137,293 | 5.01 | 21,138 | 54.44 | ||||
| 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 | 19,602 | 192.70 | 2,095 | 187.77 | ||||
| 2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 226 | 0.00 | 35 | 47.83 | ||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 923 | 18.49 | 99 | 16.67 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 11,606 | 5.45 | 1,787 | 55.03 | ||||
| 2025-08-27 | NP | HRSCX - Carillon Eagle 小盘成长基金 A 类 | 29,888 | -5.94 | 4,602 | 38.33 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 250 | 1.21 | 38 | 52.00 | ||||
| 2025-08-22 | NP | FESM - 富达增强型小型股 ETF | 29,233 | -52.60 | 4,501 | -30.29 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 170,013 | 5.67 | 26 | 62.50 | ||||
| 2025-07-22 | NP | GDOC - 高盛未来医疗保健股票 ETF | 3,115 | 39.50 | 438 | 78.37 | ||||
| 2025-08-11 | 13F | 奥尼尔全球顾问公司 | 9,176 | 1 | ||||||
| 2025-08-14 | 13F | 银冠资产管理集团有限公司 | 49,123 | -48.23 | 7,563 | -23.86 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,257 | 344.17 | 194 | 565.52 | ||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 75 | 4.17 | 12 | 57.14 | ||||
| 2025-08-13 | 13F | 西北互助财富管理公司 | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 7,153 | 6.51 | 1,101 | 56.61 |
