机构投资人持股和股东
Axcelis Technologies, Inc. (US:ACLS) 有 675 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 39,895,458 股股票。 最大股东包括 BlackRock, Inc., Vanguard Group Inc, IJR - iShares Core S&P Small-Cap ETF, American Century Companies Inc, Reinhart Partners, Inc., State Street Corp, VTSMX - Vanguard Total Stock Market Index Fund Investor Shares, ASVIX - Small Cap Value Fund Investor Class, Geode Capital Management, Llc, and BNP Paribas Asset Management Holding S.A. .
Axcelis Technologies, Inc. (NasdaqGS:ACLS)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 5, 2025 is 80.61 / share. Previously, on September 9, 2024, the share price was 97.56 / share. This represents a decline of 17.37% 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。
更新频率:每日
13D/G备案
由于SEC的处理方式不同,我们将13D/G备案与13F备案分开提交,13D/G备案可以由投资者群体(一个主导)提交,而13F备案不能。这导致投资者可以提交13D / G报告总股份的一个价值(代表投资者群体拥有的所有股份),但随后提交13F报告总股份的不同价值(严格代表他们自己的持股)。这意味着13D/G备案和13F备案的持股通常没有直接可比性,因此我们单独提供它们。
注意:自 2021 年 5 月 16 日起,我们不再显示在过去一年内未提交 13D/G 的持有人。以前,我们显示了13D / G申请的完整历史记录。一般来说,需要提交13D / G备案的实体必须在提交交割备案之前至少每年提交一次。但是,基金有时会在没有提交交割备案的情况下退出头寸(即,它们逐渐减少),因此显示完整的历史记录有时会导致对当前持股的混淆。为防止混淆,我们现在只显示“当前”持有人,即在过去一年内提交申请的持有人。
Upgrade to unlock premium data.
13F和NPORT备案
Important Note
In an effort to reduce load times for our mobile users, we are testing some ways to deliver lighter pages.
In this first test, we will deliver only the most recent 750 transactions (out of 812 for this stock). If you are interested in loading *all* the transactions for this company, click the "load all" button below. This is just a test and if you don't like it, please let us know by submitting some gentle feedback via the link at the bottom of this page.
Load All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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | 德肖公司 | 78,253 | 1,140.14 | 5,453 | 1,642.17 | ||||
2025-07-15 | 13F | 第五第三银行 | 489 | -15.83 | 34 | 21.43 | ||||
2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 84,591 | 5,895 | ||||||
2025-06-20 | NP | JSML - Janus Henderson 小型股成长阿尔法 ETF | 20,097 | -62.29 | 984 | -72.84 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 22 | 2 | ||||||
2025-06-26 | NP | DFSCX - 美国微型资本投资组合 - 机构级 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 | 92,647 | 0.00 | 4,538 | -27.97 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 74,209 | -17.12 | 5,172 | 16.28 | ||||
2025-08-14 | 13F | 德肖公司 | Put | 25,700 | -55.99 | 1,791 | -38.24 | |||
2025-08-13 | 13F | 肯尼迪资本管理公司 | 133,206 | 2.56 | 9,283 | 43.90 | ||||
2025-07-30 | 13F | 天橡财富有限责任公司 | 4,594 | -35.24 | 320 | -9.09 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 210 | 452.63 | 15 | 600.00 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 8 | 0 | ||||||
2025-08-22 | NP | FEAC - 富达增强型美国全市值股票 ETF | 28 | 2 | ||||||
2025-08-14 | 13F | 两个西格玛证券有限公司 | 3,295 | 230 | ||||||
2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 163,396 | 9.71 | 9,206 | 12.82 | ||||
2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 787,257 | -2.83 | 54,864 | 36.34 | ||||
2025-06-27 | NP | HAPS - 港湾企业文化小型股 ETF | 9,290 | 455 | ||||||
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 | 14,878 | 3.05 | 729 | -25.79 | ||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 13,967 | 14.78 | 1 | |||||
2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 1,430 | 17.89 | 81 | 21.21 | ||||
2025-06-26 | NP | TIEIX - TIAA-CREF 机构类别股票指数基金 | 27,218 | 0.00 | 1,333 | -27.95 | ||||
2025-05-15 | 13F | 都铎投资公司等 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | 14,322 | 1 | ||||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 8,300 | -56.08 | 1 | ||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 2,748 | 36.17 | 191 | 91.00 | ||||
2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 17,500 | 90.22 | 1 | ||||
2025-08-06 | 13F | 第一地平线顾问公司 | 12 | 1 | ||||||
2025-08-27 | NP | 保诚系列基金 - 小盘股票投资组合 I 类 | 28,950 | 0.00 | 2,018 | 40.36 | ||||
2025-05-15 | 13F | 原子投资者有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | SPSM - SPDR(R) 投资组合小型股 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 | 276,579 | -1.39 | 19,275 | 38.35 | ||||
2025-08-13 | 13F | 阿蒙迪 | 5,353 | -99.03 | 391 | -98.42 | ||||
2025-08-12 | 13F | 美洲投资伙伴公司 | 3,300 | 0.00 | 230 | 40.49 | ||||
2025-08-14 | 13F | 两西格码投资有限合伙人 | 35,893 | -19.06 | 2,501 | 13.58 | ||||
2025-08-26 | NP | XJR - iShares ESG 筛选标普小盘 ETF | 2,520 | -7.89 | 176 | 29.63 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 4,064 | 283 | ||||||
2025-08-28 | NP | NCGFX - 新约成长基金 | 951 | 0.00 | 66 | 40.43 | ||||
2025-08-13 | 13F | 宽博科技有限公司 | 35,278 | -45.80 | 2,459 | -23.97 | ||||
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 | |||||
2025-04-28 | NP | VUSE - Vident 核心美国股票基金 | 23,399 | 7.05 | 1,282 | -20.96 | ||||
2025-07-11 | 13F | 鹰湾顾问有限责任公司 | 7,485 | -1.32 | 522 | 38.56 | ||||
2025-07-08 | 13F/A | 塞勒姆投资顾问公司 | 685 | 0.00 | 48 | 38.24 | ||||
2025-07-10 | 13F | 阿迪克斯财富管理有限公司 | 14 | 0.00 | 1 | |||||
2025-08-27 | NP | Jnl 系列信托 - Jnl/dfa 美国核心股票基金 (a) | 1,529 | 0.00 | 107 | 41.33 | ||||
2025-07-28 | NP | AVUV - Avantis 美国小型股价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 19,036 | 0.22 | 1,072 | 3.08 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 2 基金标准类别 | 1,222 | 0.00 | 85 | 41.67 | ||||
2025-08-05 | 13F | 再顾问公司 | 34,200 | 0.00 | 2,383 | 40.34 | ||||
2025-08-08 | 13F | 洛克菲勒资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 未来金融财富管理有限责任公司 | 1,000 | 0.00 | 70 | 40.82 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 16 | -20.00 | 1 | |||||
2025-08-26 | NP | TLSTX - 股票指数基金 | 510 | 0.00 | 36 | 40.00 | ||||
2025-08-14 | 13F | 法国巴黎银行套利公司 | 192,188 | 42.28 | 13,394 | 99.63 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 9 | 1 | ||||||
2025-07-14 | 13F | 富达财富管理 | 2 | 0.00 | 0 | |||||
2025-08-13 | 13F | 麦肯齐金融公司 | 6,346 | 0.00 | 442 | 40.32 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 1 | 0 | ||||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica T. Rowe Price 小盘股副总裁初始 | 30,998 | 0.00 | 2,160 | 40.35 | ||||
2025-08-28 | NP | GMSMX - GuideMark(R) 中小盘核心基金服务股票 | 848 | 0.00 | 59 | 40.48 | ||||
2025-08-14 | 13F | 采石场LP | 467 | 33 | ||||||
2025-08-27 | NP | RYDEX 可变信托 - 科技基金可变年金 | 575 | 44.11 | 40 | 110.53 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘价值基金 | 9,192 | 64.88 | 641 | 131.88 | ||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 6,978 | -48.55 | 0 | |||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 210 | 0.00 | 10 | -28.57 | ||||
2025-07-31 | 13F | 奥本海默资产管理公司 | 6,972 | 11.21 | 486 | 55.95 | ||||
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 | 49,519 | 16.07 | 2,790 | 19.34 | ||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,772 | 75.89 | 193 | 147.44 | ||||
2025-08-25 | NP | MML 系列投资基金 - MML 小型公司价值基金 II 类 | 12,468 | 21.85 | 869 | 70.87 | ||||
2025-08-29 | NP | Gabelli 全球公用事业和收入信托 | 800 | 0.00 | 56 | 41.03 | ||||
2025-05-23 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson 风险投资组合 | 200 | 0.00 | 10 | -30.77 | ||||
2025-05-29 | NP | SEASONS 系列信托 - SA 多管理增长投资组合 1 级 | 45 | 0.00 | 2 | -33.33 | ||||
2025-07-25 | 13F | 理查森金融服务公司 | 107 | 8 | ||||||
2025-08-14 | 13F | BlackBarn 资本合伙公司 | 360,000 | -25.07 | 25,088 | 5.13 | ||||
2025-04-28 | NP | GMAYX - GMO 小盘优质基金 I 级 | 109,379 | -24.76 | 5,993 | -44.48 | ||||
2025-08-04 | 13F | 资产标记公司 | 36 | -80.33 | 3 | -77.78 | ||||
2025-08-26 | NP | IJSIX - VY(R) 摩根大通小盘核心股票投资组合 I 类 | 865 | -9.04 | 60 | 27.66 | ||||
2025-08-14 | 13F | Globeflex资本有限公司 | 43,512 | 134.53 | 3,032 | 229.21 | ||||
2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 7,588 | 31.21 | 546 | 87.63 | ||||
2025-08-05 | NP | HSCSX - 小型公司股票基金 | 34,200 | 0.00 | 2,383 | 40.34 | ||||
2025-08-15 | NP | ROFCX - 罗伊斯机会基金顾问班 | 61,658 | 106.91 | 4,297 | 688.26 | ||||
2025-07-16 | 13F | 鲁弗律师事务所 | 24,731 | 1,724 | ||||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 20,900 | 1,457 | |||||
2025-08-14 | 13F | Peak6有限责任公司 | 11,617 | 86.80 | 810 | 162.66 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 56,400 | 117.76 | 3,931 | 205.60 | |||
2025-08-15 | 13F | 田纳西州财政部 | 9,923 | -28.58 | 692 | 0.14 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 3,714 | 259 | ||||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 3,504 | 244 | ||||||
2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 8,539 | 0.00 | 595 | 40.33 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 24 | 0.00 | 2 | 0.00 | ||||
2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 4,217 | 451.96 | 294 | 691.89 | ||||
2025-08-13 | 13F | 百达资产管理控股公司 | 5,265 | 7.54 | 367 | 50.62 | ||||
2025-08-18 | 13F | 第二线资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-25 | NP | BKSE - 纽约梅隆银行美国小盘核心股票 ETF | 1,558 | -22.91 | 76 | -44.53 | ||||
2025-06-26 | NP | DFSTX - 美国小型股投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 145,712 | -10.81 | 7,137 | -35.76 | ||||
2025-06-25 | NP | CDAZX - 多经理定向另类策略基金机构类别 | Short | -20,807 | -54.03 | -1,019 | -66.88 | |||
2025-08-29 | NP | GATAX - Gabelli 资产基金 A 类 | 2,000 | 0.00 | 139 | 40.40 | ||||
2025-08-01 | 13F | 贝西默集团公司 | 163 | -13.30 | 0 | |||||
2025-06-24 | NP | TILT - FlexShares Morningstar 美国市场因素倾斜指数基金 | 2,832 | -1.26 | 139 | -29.23 | ||||
2025-08-15 | NP | PENNX - 罗伊斯宾夕法尼亚共同基金投资类别 | 44,508 | -35.08 | 3,102 | -8.93 | ||||
2025-08-12 | 13F | 保德信金融公司 | 33,415 | 5.01 | 2,329 | 47.34 | ||||
2025-08-11 | 13F | 花旗集团 | 362,457 | 127.07 | 25,260 | 218.60 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 1,151 | 565.32 | 80 | 566.67 | ||||
2025-05-14 | 13F | 布里奇沃特合伙人有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | 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 | 865 | 0.00 | 60 | 42.86 | ||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 3 | 0 | ||||||
2025-08-28 | NP | SLYV - SPDR(R) S & P 600 小盘价值 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 75,198 | -9.82 | 5,241 | 26.54 | ||||
2025-05-19 | NP | RYPRX - Royce Premier 基金投资类别 | 46,808 | -52.78 | 2,325 | -66.45 | ||||
2025-08-15 | 13F | 摩根士丹利 | 550,161 | 8.43 | 38,341 | 52.14 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 28,000 | 98.45 | 1,951 | 178.71 | ||||
2025-08-01 | 13F | 布鲁克伍德投资集团有限责任公司 | 8,400 | 0.00 | 585 | 40.29 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 925,305 | -0.03 | 64,492 | 40.26 | ||||
2025-08-06 | 13F | 第一鹰投资管理有限责任公司 | 73,000 | 5,087 | ||||||
2025-08-22 | NP | QQMNX - Federated Hermes MDT 市场中性基金机构股票 | 39,828 | 77.44 | 2,776 | 149.10 | ||||
2025-07-28 | NP | QQQS - Invesco NASDAQ Future Gen 200 ETF | 769 | 25.04 | 43 | 30.30 | ||||
2025-08-26 | NP | BTSMX - 波士顿信托 SMID 上限基金 | 81,469 | -5.46 | 5,678 | 32.64 | ||||
2025-08-13 | 13F | 第一信托顾问有限公司 | 70,034 | 859.37 | 4,881 | 1,248.07 | ||||
2025-08-27 | NP | BBVSX - Bridge Builder 中小盘价值基金 | 148,839 | 67.02 | 10,373 | 134.34 | ||||
2025-06-23 | NP | SGPIX - 小盘成长型深度投资者类别 | 116 | -4.13 | 6 | -37.50 | ||||
2025-06-24 | NP | QASGX - 联邦 MDT 小盘成长基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,627 | 24.82 | 3,459 | -10.09 | ||||
2025-08-28 | NP | XITK - SPDR FactSet 创新技术 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 | 12,403 | -9.14 | 864 | 27.43 | ||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 38,441 | 2.74 | 2,679 | 44.13 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 78,287 | 39.03 | 5 | 150.00 | ||||
2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 2,249 | 4.41 | 157 | 47.17 | ||||
2025-07-31 | 13F | 彼得森财富服务 | 9,154 | 0.25 | 638 | 40.62 | ||||
2025-08-19 | NP | 西北互助系列基金公司 - 600 指数股票投资组合 | 11,468 | 2.86 | 799 | 44.48 | ||||
2025-08-18 | NP | PACIFIC SELECT FUND - PD 小盘价值指数投资组合 P 级 | 4,256 | 664.09 | 297 | 1,245.45 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 4,890 | 2.88 | 341 | 44.07 | ||||
2025-08-01 | 13F | 詹姆斯投资研究公司 | 3,976 | 277 | ||||||
2025-08-14 | 13F | 加拿大皇家银行 | 210,572 | 79.11 | 14,675 | 151.37 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-08-11 | 13F | 先锋集团公司 | 4,323,949 | -2.61 | 301,336 | 36.64 | ||||
2025-08-11 | 13F | 科罗拉多州公共雇员退休协会 | 3,457 | 0.00 | 0 | |||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 37,357 | 30.88 | 2,603 | 83.70 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-05-29 | NP | SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 | 62 | 3.33 | 3 | -25.00 | ||||
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 | 17,421 | 3.46 | 853 | -25.50 | ||||
2025-08-22 | 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 | 32,625 | 3,143.04 | 2,274 | 5,443.90 | ||||
2025-07-09 | 13F | 莱因哈特合伙公司 | 1,518,544 | 5.38 | 105,828 | 47.86 | ||||
2025-05-15 | 13F | 立体派系统策略有限责任公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-19 | 13F | 怀俄明州 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Optiver控股有限公司 | 68 | -29.90 | 5 | 0.00 | ||||
2025-05-28 | 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 | 7,374 | 0.00 | 366 | -28.93 | ||||
2025-07-30 | NP | DEEP - Roundhill 收购方深度价值 ETF | 4,549 | 256 | ||||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 14,363 | -1.03 | 1,001 | 38.89 | ||||
2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 36,000 | 2,509 | ||||||
2025-06-26 | NP | USMIX - 扩展市场指数基金 | 3,785 | -3.96 | 185 | -30.71 | ||||
2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 150 | 0.00 | 10 | 42.86 | ||||
2025-07-30 | 13F | 达戴维森公司 | 5,022 | 2.24 | 350 | 43.62 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 3,019 | 210 | ||||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL DFA 美国核心股票基金 | 815 | 0.00 | 57 | 40.00 | ||||
2025-06-25 | NP | FAB - First Trust Multi Cap Value AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,385 | 12.55 | 117 | 43.21 | ||||
2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 113 | -4.24 | 8 | 40.00 | ||||
2025-05-05 | 13F | 霍伦克雷斯特资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | 107,395 | -41.63 | 7,484 | -18.11 | ||||
2025-07-29 | NP | VRTGX - Vanguard Russell 2000 增长指数基金机构股票 | 28,499 | -4.55 | 1,606 | -1.83 | ||||
2025-08-14 | 13F | DecisionPoint 金融有限责任公司 | 6 | 0 | ||||||
2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 42,412 | 0.00 | 2,077 | -27.98 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 4,663 | 21.50 | 228 | -12.31 | ||||
2025-05-13 | 13F | 标准人寿安本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | VSM 财富咨询有限责任公司 | 275 | 0.00 | 19 | 46.15 | ||||
2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 17,674 | 0.00 | 866 | -27.98 | ||||
2025-08-08 | 13F | 维斯特科公司 | 6,744 | 0.00 | 0 | |||||
2025-08-14 | 13F | 加拿大帝国商业银行世界市场公司 | 3,973 | -45.04 | 277 | -23.12 | ||||
2025-05-14 | 13F | Campbell & CO 投资顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | HRT金融有限责任公司 | 22,275 | -59.32 | 2 | -50.00 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 48,635 | -9.22 | 3,389 | 27.36 | ||||
2025-07-30 | NP | FSAKX - 战略顾问美国全股票基金 | 62,508 | -7.90 | 3,522 | -5.30 | ||||
2025-05-14 | 13F | 福拉资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-04-23 | 13F | 西方财富管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | 纽约梅隆银行 | 226,063 | 6.37 | 15,754 | 49.24 | ||||
2025-07-29 | 13F | TFC财务管理 | 1 | 0 | ||||||
2025-08-12 | 13F | 埃塞克斯投资管理有限公司 | 3,725 | 0.00 | 260 | 40.00 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展目标价值投资组合机构类别 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 | 2,974 | 98.27 | 146 | 42.16 | ||||
2025-04-29 | 13F | 奇尔顿资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 安科拉顾问有限责任公司 | 500 | 0.00 | 35 | 41.67 | ||||
2025-08-13 | 13F | ExodusPoint 资本管理公司 | 27,436 | -38.50 | 2 | -50.00 | ||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 20,854 | 10.97 | 1,453 | 55.73 | ||||
2025-04-24 | NP | NDVAX - MFS新发现价值基金A | 79,923 | -43.10 | 4,379 | -58.01 | ||||
2025-08-08 | 13F | 史密斯菲尔德信托公司 | 80 | 0.00 | 0 | |||||
2025-08-14 | 13F | Glenmede投资管理有限公司 | 947 | 66 | ||||||
2025-08-12 | 13F | 富兰克林资源公司 | 23,281 | -1.46 | 1,622 | 38.28 | ||||
2025-08-14 | 13F | 威望财富管理集团有限责任公司 | 28 | 2 | ||||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 5,500 | 1,000.00 | 383 | 1,495.83 | |||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 3,300 | -32.65 | 230 | -5.76 | |||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 1 | 0 | ||||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 90,748 | 6,324 | ||||||
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 | 708 | 5.04 | 49 | 48.48 | ||||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国小型成长型投资组合机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 3,705 | 2.60 | 181 | -26.12 | ||||
2025-08-27 | NP | VISGX - 先锋小盘成长指数基金投资者股票 | 219,051 | -51.71 | 15,266 | -32.25 | ||||
2025-07-16 | 13F | 新洞察财富顾问 | 31,847 | 0.00 | 2,219 | 40.35 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 40,996 | -37.27 | 2,857 | -11.98 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 83,800 | -10.76 | 5,840 | 25.21 | |||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 136,600 | 10.79 | 9,520 | 55.44 | |||
2025-06-18 | NP | GMRAX - 全国小盘指数基金 A 类 | 2,829 | 0.00 | 139 | -28.12 | ||||
2025-08-11 | 13F | Primecap 管理公司/ca/ | 852,296 | 2.06 | 59,397 | 43.20 | ||||
2025-08-14 | 13F | Numerai GP 有限责任公司 | 10,490 | -82.73 | 731 | -75.77 | ||||
2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,216 | 0.00 | 632 | 2.77 | ||||
2025-08-08 | 13F | 创意策划 | 67,212 | 41.66 | 4,684 | 98.81 | ||||
2025-07-29 | NP | VIOV - Vanguard S&P Small-Cap 600 Value Index Fund ETF 股票 | 27,051 | -1.71 | 1,524 | 1.13 | ||||
2025-08-13 | 13F | 胜利资本管理公司 | 886,755 | 4,527.43 | 63,623 | 6,590.01 | ||||
2025-07-17 | 13F | 奥克沃斯资本公司 | 450 | 0.00 | 31 | 40.91 | ||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 7,187 | 524 | ||||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 301 | 14.02 | 21 | 81.82 | ||||
2025-05-13 | 13F | 路博迈伯曼集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 15,242 | 747 | ||||||
2025-08-26 | NP | GVLU - Gotham 1000 价值 ETF | 2,343 | 1.96 | 163 | 42.98 | ||||
2025-08-26 | NP | LMBAX - QS美国小盘股票基金A类 | 3,916 | 0.00 | 273 | 40.21 | ||||
2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 3,376 | 0.00 | 165 | -27.95 | ||||
2025-07-15 | 13F | SJS投资咨询公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | FESM - 富达增强型小型股 ETF | 28,006 | -34.52 | 1,952 | -8.15 | ||||
2025-08-12 | 13F | Trexquant 投资有限责任公司 | 81,043 | 5,648 | ||||||
2025-05-15 | 13F | 拉扎德资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 帕卢斯资本管理公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | NP | GSSIX - 高盛机构小型股价值基金 | 36,357 | -6.06 | 2,048 | -3.40 | ||||
2025-08-07 | 13F | 中央信托公司 | 1,350 | 1,094.69 | 94 | 1,780.00 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 5,670 | 395 | ||||||
2025-06-27 | NP | ESCQX - 推出小型股票基金退休课程 | 128,806 | 36.96 | 6,309 | -1.36 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 小型增长系列 | 955 | -2.65 | 67 | 37.50 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 136 | 3.03 | 7 | -25.00 | ||||
2025-08-15 | NP | 罗伊斯价值信托公司 | 50,887 | -19.14 | 3,546 | 13.47 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 921,126 | -9.76 | 64 | 28.00 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理进取型股票投资组合 IB 级 | 700 | 0.00 | 49 | 41.18 | ||||
2025-08-28 | NP | Humankind Benefit Corp - Humankind 美国股票 ETF | 112 | 8 | ||||||
2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 43 | 13.16 | 2 | 0.00 | ||||
2025-06-24 | NP | JPSE - 摩根大通多元化回报美国小盘股 ETF | 5,577 | -17.91 | 273 | -40.78 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | 65,504 | -46.03 | 4,565 | -24.29 | ||||
2025-05-15 | 13F | Aster 资本管理(DIFC)有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 19,700 | 31.33 | 1,373 | 84.16 | |||
2025-07-25 | 13F | 海明顿财富管理 | 1 | -66.67 | 0 | |||||
2025-07-29 | NP | GCAVX - GMO 美国小型价值基金 VI 级 | 1,500 | 433.81 | 85 | 460.00 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 100,023 | 37.01 | 6,971 | 92.22 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 95 | 0.00 | 7 | 50.00 | ||||
2025-08-07 | 13F | Illumine投资管理有限公司 | 9,938 | 2.13 | 693 | 43.27 | ||||
2025-05-15 | 13F | Centiva 资本有限合伙人 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 22 | 175.00 | 2 | |||||
2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 1,911 | 108 | ||||||
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 | 84,780 | 4.45 | 4,777 | 7.40 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 254,493 | 1,051.92 | 17,736 | 1,516.68 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 191,800 | -33.54 | 13,367 | -6.75 | |||
2025-07-29 | NP | GAAVX - GMO 另类配置基金 VI 类 | 12,180 | -13.37 | 686 | -10.91 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 15,000 | -1.96 | 1,045 | 37.68 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 132,000 | -34.26 | 9,199 | -7.76 | |||
2025-08-08 | 13F | 布里德山资本有限责任公司 | 3,000 | 209 | ||||||
2025-08-12 | 13F | Axq资本有限合伙人 | 6,914 | 482 | ||||||
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 | 3,909 | -32.63 | 272 | -5.56 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 61,500 | -2.38 | 4,286 | 36.94 | ||||
2025-06-27 | NP | PASIX - PACE 另类策略投资 A 类 | 94 | -27.13 | 5 | -50.00 | ||||
2025-08-01 | 13F | 瑞穗市场美洲有限公司 | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 517 | 6.38 | 36 | 56.52 | ||||
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 | 12,295 | 0.00 | 857 | 40.33 | ||||
2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 74 | 1.37 | 5 | 66.67 | ||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 221,164 | 13.89 | 15,413 | 59.79 | ||||
2025-05-07 | 13F | 布莱斯角资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 1,979 | 0.00 | 97 | -28.36 | ||||
2025-08-05 | 13F | 大通投资顾问公司 | 24,000 | 0.00 | 2 | 0.00 | ||||
2025-07-25 | NP | NMSAX - 哥伦比亚小型股指数基金 A 类 | 61,952 | -5.53 | 3,490 | -2.87 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 1,250 | -3.85 | 87 | 35.94 | ||||
2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 14,240 | -2.97 | 992 | 36.26 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 306 | 363.64 | 15 | 275.00 | ||||
2025-08-14 | 13F | 海德兰兹技术有限责任公司 | 5,550 | 918.35 | 387 | 1,329.63 | ||||
2025-05-22 | NP | GONIX - Gotham 中性基金机构类 | 1,040 | -26.35 | 52 | -47.96 | ||||
2025-06-23 | NP | SMPIX - 半导体超行业深度投资者类别 | 735 | -23.52 | 36 | -44.62 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 71,588 | 16.37 | 4,989 | 63.27 | ||||
2025-08-28 | NP | SSBIX - 道富平衡指数基金 K 类 | 192 | 0.00 | 13 | 44.44 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 158 | -68.71 | 11 | -56.00 | ||||
2025-05-05 | 13F | 洛杉矶资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-07-22 | NP | FSCC - 联邦 Hermes MDT 小型股核心 ETF | 1,370 | 38.24 | 77 | 42.59 | ||||
2025-05-27 | NP | AXVNX - Acclivity 小盘价值基金 Acclivity 小盘价值 N 类股票 | 400 | 0.00 | 20 | -29.63 | ||||
2025-05-15 | 13F | 柏图斯信托公司 (LTA) | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | 13F | 私人财富资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 联信银行 | 11,714 | 5.20 | 816 | 47.56 | ||||
2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 380 | 2.43 | 26 | 44.44 | ||||
2025-08-06 | 13F | 南州公司 | 16 | -33.33 | 1 | 0.00 | ||||
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 | 3,050 | 11.31 | 213 | 55.88 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 18,300 | 0.00 | 1,275 | 40.42 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 12,500 | 0.00 | 871 | 40.48 | ||||
2025-05-02 | 13F | 马萨诸塞州金融服务公司 /ma/ | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 55,725 | 0.00 | 3,883 | 40.33 | ||||
2025-05-28 | NP | QCEQRX - 股票指数账户类别 R1 | 16,075 | 0.00 | 798 | -28.94 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 2,131 | -9.63 | 149 | 26.50 | ||||
2025-08-27 | NP | Jnl 系列信托 - Jnl 多管理人小盘价值基金 (a) | 219,824 | 0.00 | 15,320 | 40.31 | ||||
2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 85,115 | 0.68 | 4,169 | -27.49 | ||||
2025-08-26 | NP | BOSOX - 波士顿信托小型股基金 | 191,050 | -2.23 | 13,314 | 37.17 | ||||
2025-08-11 | 13F | EMC资本管理公司 | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Klp资本管理公司 | 11,100 | 0.00 | 774 | 40.29 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 1,015 | -21.56 | 71 | 9.38 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 735,459 | 4.87 | 51,255 | 47.15 | ||||
2025-06-24 | NP | SFSNX - Schwab Fundamental 美国小公司指数基金机构股票 | 14,537 | 45.69 | 712 | 5.01 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 406,412 | 5.29 | 28,323 | 47.73 | ||||
2025-07-28 | NP | VCSLX - 小盘股指数基金 | 13,459 | 8.16 | 758 | 11.31 | ||||
2025-08-29 | NP | 加贝利股权信托公司 | 1,200 | 0.00 | 84 | 40.68 | ||||
2025-07-10 | 13F | 三季财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | 布鲁斯·艾伦投资有限责任公司 | 10 | 42.86 | 1 | |||||
2025-06-26 | NP | DFAT - 维度美国目标价值 ETF | 49,075 | 138.80 | 2,404 | 72.01 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 30,130 | 1.20 | 2,100 | 42.02 | ||||
2025-08-07 | 13F | 杰克逊广场合作伙伴有限责任公司 | 35,049 | -83.34 | 2,443 | -76.62 | ||||
2025-05-28 | NP | PVIVX - Paradigm 微型资本基金 | 50,000 | 0.00 | 2,484 | -28.91 | ||||
2025-08-20 | NP | ASMOX - AQR 小盘动量型基金 I 类 | 1,917 | 0.00 | 134 | 40.00 | ||||
2025-06-26 | NP | USSCX - 科技基金份额 | 6,551 | 0.00 | 321 | -28.09 | ||||
2025-08-13 | 13F | 汇丰控股有限公司 | 14,345 | 1,012 | ||||||
2025-08-29 | NP | NIXT - 研究附属机构删除 ETF | 3,714 | 47.85 | 259 | 108.06 | ||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 122 | -90.98 | 9 | -88.06 | ||||
2025-05-15 | 13F | 耆那全球有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | MMTM - SPDR S&P 1500 动量倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12 | 0.00 | 1 | |||||
2025-08-14 | 13F | 德肖公司 | Call | 0 | -100.00 | 0 | ||||
2025-06-30 | NP | CAFG - Pacer 美国小型现金牛成长领袖 ETF | 864 | -17.08 | 42 | -40.00 | ||||
2025-08-01 | 13F | Envestnet资产管理公司 | 38,260 | 52.66 | 2,666 | 114.31 | ||||
2025-08-14 | 13F | 富国银行/百万 | 32,827 | -7.51 | 2,288 | 29.80 | ||||
2025-06-24 | NP | BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF | 11,539 | 11.50 | 565 | -19.63 | ||||
2025-03-25 | NP | AOBLX - 先锋平衡 ESG 基金:A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | 第一手资本管理公司 | 4,000 | 0.00 | 279 | 40.40 | ||||
2025-07-29 | NP | VRTTX - Vanguard Russell 3000 指数基金机构股票 | 2,566 | 0.00 | 145 | 2.86 | ||||
2025-08-14 | 13F | 哥谭资产管理有限公司 | 13,631 | 177.17 | 950 | 288.93 | ||||
2025-08-14 | 13F | 韦克斯福德资本有限责任公司 | 730 | 51 | ||||||
2025-08-25 | NP | QWVOX - Clearwater 小公司基金 | 3,673 | 256 | ||||||
2025-08-08 | 13F | 荷兰银行投资解决方案 | 17,390 | -0.38 | 1,212 | 39.68 | ||||
2025-06-23 | NP | IYY - iShares 道琼斯美国 ETF | 1,384 | 1.76 | 68 | -27.17 | ||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 262 | 18 | ||||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 15,396 | 1,073 | ||||||
2025-08-14 | 13F | 桥前资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | PharVision 顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | URTY - ProShares UltraPro Russell2000 | 2,384 | -28.41 | 134 | -26.37 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,041 | 12.91 | 59 | 16.00 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 20 | -16.67 | 1 | 0.00 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 小盘股指数基金 (I) | 55,503 | -2.34 | 3,868 | 37.07 | ||||
2025-08-11 | 13F | 经验金融有限责任公司 | 3,300 | 230 | ||||||
2025-07-14 | 13F | 农商投资公司 | 23 | 0.00 | 2 | 0.00 | ||||
2025-08-18 | NP | 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 | 85 | -95.07 | 6 | -94.12 | ||||
2025-06-27 | NP | POAGX - PRIMECAP 奥德赛激进增长基金 | 778,366 | -8.73 | 38,124 | -34.26 | ||||
2025-07-28 | NP | AVSC - Avantis 美国小盘股 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 | 16,862 | 41.06 | 950 | 45.26 | ||||
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 | 7,915 | 0.38 | 446 | 3.01 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 9,966 | -25.44 | 695 | 4.68 | ||||
2025-08-28 | NP | BUYO - KraneShares Man Buyout Beta 指数 ETF | 341 | -47.21 | 24 | -28.12 | ||||
2025-08-07 | 13F | 英杰华公司 | 7,530 | -26.10 | 525 | 3.56 | ||||
2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 9 | 0.00 | 1 | |||||
2025-08-12 | 13F | 美国世纪公司 | 1,659,463 | 45.50 | 115,648 | 104.15 | ||||
2025-06-27 | NP | PMACX - 胜利先锋多元资产收益基金C类 | 33,978 | 1,664 | ||||||
2025-07-15 | 13F | 昆山市金茂资产管理有限公司 | 60,416 | 4,222 | ||||||
2025-08-27 | NP | RYSIX - 电子基金投资者类别 | 5,414 | 1.39 | 377 | 42.26 | ||||
2025-08-15 | NP | PSC - 主要美国小盘多因素指数 ETF | 46,350 | 46.14 | 3,230 | 105.08 | ||||
2025-07-22 | NP | GSBDX - 高盛小盘成长基金 A 类股票 | 54,025 | 105.27 | 3,044 | 111.03 | ||||
2025-07-29 | NP | PGSYX - 胜利先锋全球股票基金Y类 | 69,641 | -2.07 | 3,924 | 0.69 | ||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 32,134 | -11.21 | 1,574 | -36.06 | ||||
2025-08-19 | NP | RIFBX - 美国小型股票基金 | 1,094 | 0.00 | 76 | 40.74 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 1,661 | -80.24 | 0 | |||||
2025-08-12 | 13F | 杰富瑞金融集团公司 | 18,089 | 1,261 | ||||||
2025-08-06 | 13F | 安德拉·AP-丰登 | 17,990 | -10.01 | 1,254 | 26.31 | ||||
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 | 81,080 | 3.24 | 3,971 | -25.64 | ||||
2025-07-23 | 13F | 壳牌资产管理公司 | 2,648 | -19.46 | 0 | |||||
2025-07-28 | NP | UWM - ProShares Ultra Russell2000 | 3,250 | -18.73 | 183 | -16.44 | ||||
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 | 51,640 | 2,529 | ||||||
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 | 154,799 | -1.25 | 8,721 | 1.54 | ||||
2025-05-15 | 13F | 乐天投资管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 23,176 | -15.37 | 1,615 | 18.75 | ||||
2025-06-23 | NP | SLPIX - 小盘股深度投资者类别 | 32 | -11.11 | 2 | -50.00 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 11,682 | 0.00 | 814 | 40.34 | ||||
2025-07-30 | NP | SMCIX - 标准普尔小型股指数基金直接股票 | 1,227 | -9.18 | 69 | -6.76 | ||||
2025-08-15 | 13F/A | 乐天证券公司 | 141 | -25.79 | 10 | 0.00 | ||||
2025-05-30 | NP | ETNEX - Eventide Exponential Technologies 基金 N 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 道富银行 | 1,248,708 | 0.04 | 87,022 | 40.36 | ||||
2025-08-26 | NP | WASMX - Walden SMID 上限基金 | 35,275 | 6.93 | 2,458 | 50.06 | ||||
2025-05-13 | 13F | 加州公务员退休制度 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 7,465 | 7.58 | 520 | 51.16 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 0 | -100.00 | 0 | |||||
2025-05-22 | NP | FSGS - 小型股美国股票精选 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,283 | 56.60 | 213 | 10.99 | ||||
2025-08-11 | 13F | 贝尔投资顾问公司 | 22 | -73.81 | 2 | -75.00 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 16,746 | -11.66 | 1,167 | 24.02 | ||||
2025-06-26 | NP | CRSSX - 天主教责任投资小盘基金机构股 | 13,045 | -5.33 | 639 | -31.91 | ||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 90,573 | 15.43 | 6,312 | 61.97 | ||||
2025-05-27 | NP | BUFSX - 布法罗小型基金投资者类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-29 | NP | JSTC - Adasina 社会正义全盘全球 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-27 | NP | MFS 可变保险信托 III - MFS 混合研究小型股票投资组合初始类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-22 | NP | GARIX - Gotham 绝对回报基金机构级 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-20 | NP | QSMLX - AQR 小盘多风格基金 I 类 | 608 | -73.30 | 42 | -62.83 | ||||
2025-05-15 | 13F | 埃德蒙德罗斯柴尔德控股公司 | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 197 | -41.37 | 14 | -18.75 | ||||
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 | 16,049 | -4.57 | 1,118 | 33.89 | ||||
2025-05-14 | 13F | 奥斯曼资本公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-03-31 | NP | 税务管理小型股投资组合 - 税务管理小型股投资组合 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | 阿塞纳贡资产管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-27 | NP | MFS 可变保险信托 III - MFS 新发现价值投资组合初始类别 | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-25 | 13F | 迪努佐私人财富有限公司 | 0 | -100.00 | 0 | |||||
2025-03-31 | NP | YOVAX - YORKTOWN 小型股基金 A 类 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | NP | VIOG - Vanguard S&P Small-Cap 600 Growth Index Fund ETF 股票 | 23,091 | -7.04 | 1,301 | -4.41 | ||||
2025-06-24 | NP | QASCX - 联邦 MDT 小盘股核心基金 A 类股票 | 127,375 | 58.62 | 6,239 | 14.25 | ||||
2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 15 | 0.00 | 1 | |||||
2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 4,555 | 0.00 | 223 | -27.83 | ||||
2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 866 | 0.00 | 49 | 2.13 | ||||
2025-07-25 | 13F | CWM有限公司 | 3,520 | 112.43 | 0 | |||||
2025-08-28 | NP | DTSVX - 小型公司价值投资组合投资类别 | 150 | -37.50 | 10 | -37.50 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 9,036 | 70.94 | 630 | 140.08 | ||||
2025-08-12 | 13F | 贝莱德公司 | 5,021,946 | -5.93 | 349,979 | 31.99 | ||||
2025-08-29 | NP | QSML - WisdomTree 美国小型股优质增长基金 | 371 | 32.03 | 26 | 92.31 | ||||
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 | 26,509 | 524.33 | 1,847 | 779.52 | ||||
2025-07-17 | 13F | 灯塔资本管理有限责任公司 | 708 | 0.00 | 49 | 40.00 | ||||
2025-08-11 | 13F | 罗伊斯联合有限责任公司 | 265,038 | -5.67 | 18,470 | 32.34 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 1,825 | -7.31 | 127 | 30.93 | ||||
2025-08-29 | NP | JASCX - 詹姆斯小型股基金 | 3,952 | 0.00 | 275 | 40.31 | ||||
2025-06-26 | NP | HTECX - 轩尼诗科技基金投资者类别 | 2,067 | 11.73 | 101 | -19.20 | ||||
2025-08-13 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | M&G 有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 巴罗·汉利·莫威尼与施特劳斯有限公司 | 44 | 3 | ||||||
2025-06-26 | NP | TRDFX - Steward 中小盘增强指数基金 A 类 | 1,637 | 0.00 | 80 | -27.93 | ||||
2025-08-14 | 13F | 伍德莱合伙公司 | 4,159 | 290 | ||||||
2025-05-12 | 13F | 艾根投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | RYDEX 可变信托 - 电子基金可变年金 | 749 | -57.80 | 52 | -40.91 | ||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 4,604 | 336 | ||||||
2025-08-27 | NP | VISVX - 先锋小型股价值指数基金投资者股票 | 251,147 | 17,502 | ||||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 维度美国核心股票 1 基金标准类别 | 2,339 | 0.00 | 163 | 40.52 | ||||
2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 538 | -91.50 | 37 | -88.22 | ||||
2025-05-12 | 13F | 创始者有限公司 | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | 真实财富设计有限责任公司 | 25 | 66.67 | 2 | |||||
2025-08-13 | 13F | Arrowpoint 投资伙伴(新加坡)私人有限公司 | 0 | -100.00 | 0 | |||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 187 | -25.79 | 13 | 8.33 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL 小盘股指数基金 2 级 | 10,567 | 0.94 | 736 | 41.81 | ||||
2025-04-01 | 13F/A | 泰隆私人财富有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 全新世顾问有限合伙人 | 35,798 | -62.97 | 2,495 | -48.06 | ||||
2025-08-19 | 13F | 开普投资咨询公司 | 35 | 0.00 | 2 | 100.00 | ||||
2025-07-28 | NP | SAA - ProShares Ultra SmallCap600 | 565 | -15.80 | 32 | -13.89 | ||||
2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 19,765 | 6.45 | 968 | -23.30 | ||||
2025-06-24 | NP | QAACX - Federated MDT All Cap 核心基金 A 类股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 景顺有限公司 | 139,796 | 1.12 | 9,742 | 41.89 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Call | 33,800 | 28.52 | 2,356 | 80.32 | |||
2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 5,425 | 0.00 | 266 | -27.99 | ||||
2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 76 | -1.30 | 5 | 66.67 | ||||
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 | 1,642 | -91.95 | 114 | -88.75 | ||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 38,923 | 103.75 | 3 | |||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 8,249 | 6.04 | 575 | 48.70 | ||||
2025-05-15 | 13F | Fieldview 资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-06-27 | NP | EBIT - Harbor AlphaEdge 小型股收益者 ETF | 191 | 11.05 | 9 | -18.18 | ||||
2025-08-05 | 13F | 第四维度财富有限责任公司 | 92 | 0.00 | 6 | 50.00 | ||||
2025-08-27 | NP | VTMSX - 先锋税务管理小型基金海军上将股票 | 222,207 | -3.75 | 15,486 | 35.04 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 多经理人技术投资组合 IB 类 | 931 | -3.92 | 65 | 33.33 | ||||
2025-07-23 | NP | IMANX - 伊曼基金 K 级 | 1,700 | 0.00 | 96 | -24.60 | ||||
2025-08-12 | 13F | MAI资本管理 | 38 | 3 | ||||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 | 1,322 | 1.46 | 92 | 43.75 | ||||
2025-07-15 | 13F | 北极星投资管理公司 | 7,392 | 0.00 | 515 | 40.33 | ||||
2025-04-22 | 13F | 卡斯尔维尤合伙人有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | STMSX - Simt 税务管理中小盘基金 F 级 | 9,058 | 0.00 | 631 | 40.53 | ||||
2025-06-26 | NP | DFSVX - 美国小盘价值投资组合 - 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 | 18,180 | -58.74 | 890 | -62.90 | ||||
2025-08-12 | 13F | 科尔德斯特里姆资本管理公司 | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 37,492 | -1.08 | 2,613 | 38.79 | ||||
2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 759,903 | 2.43 | 42,813 | 5.33 | ||||
2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 5,506 | -12.66 | 310 | -10.14 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | Put | 20,800 | -25.98 | 1,450 | 3.87 | |||
2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 5,250 | 0.00 | 296 | 2.79 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 1,599 | 527.06 | 78 | 271.43 | ||||
2025-08-14 | 13F | 阿尔格特全球有限公司 | 17,100 | 13.17 | 1 | |||||
2025-08-26 | NP | 北方基金 - 北方小盘核心基金 K 类 | 8,002 | -5.54 | 558 | 32.62 | ||||
2025-08-14 | 13F | 魁北克加丁储蓄银行联合会 | 5,402 | 0.19 | 376 | 40.82 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 205,677 | 6.00 | 14,334 | 48.73 | ||||
2025-08-18 | NP | 太平洋精选基金 - 小盘股票投资组合 I 类 | 2,289 | 227.94 | 160 | 467.86 | ||||
2025-08-14 | 13F | 星云研究与开发有限责任公司 | 16,839 | -14.81 | 1,174 | 19.57 | ||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘股指数基金 | 999 | 0.00 | 70 | 40.82 | ||||
2025-05-27 | NP | 高盛可变保险信托 - 高盛小型股股票洞察基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 640 | 285.54 | 31 | 181.82 | ||||
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 | 9,810 | 2.49 | 480 | -26.15 | ||||
2025-08-12 | 13F | 公共部门养老金投资委员会 | 109,575 | 6.31 | 7,636 | 49.17 | ||||
2025-05-28 | NP | VSTCX - 先锋战略小型股票基金投资者股票 | 24,055 | -47.35 | 1,195 | -81.62 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 19,887 | -19.23 | 1,386 | 13.34 | ||||
2025-07-10 | 13F | 交易所交易概念有限公司 | 3,666 | -18.08 | 255 | 14.86 | ||||
2025-07-25 | NP | RPMAX - Reinhart Genesis PMV 基金投资者类别 | 323,845 | 2.53 | 18,245 | 5.43 | ||||
2025-03-17 | 13F/A | NorthCrest 资产管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 德意志银行\ | 22,545 | -14.48 | 1,571 | 20.02 | ||||
2025-07-25 | NP | FNDA - 嘉信基本面美国小公司指数 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 70,004 | 30.06 | 3,944 | 33.79 | ||||
2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 2,744 | 10.07 | 134 | -20.71 | ||||
2025-06-17 | NP | MMSMX - 多管理人美国小型股票基金 P 类股票 | 12,382 | 16.56 | 606 | -16.07 | ||||
2025-05-02 | 13F | 科尼泽资本管理公司 /ks | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-26 | NP | ALTEX - 第一手替代能源基金 | 4,000 | 0.00 | 279 | 40.40 | ||||
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 | 6,336 | 18.92 | 310 | -14.36 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 4,778 | 0.00 | 234 | -27.78 | ||||
2025-08-28 | NP | IJT - iShares S&P Small-Cap 600 Growth ETF | 166,936 | -4.19 | 11,634 | 34.42 | ||||
2025-07-28 | 13F/A | 彭布鲁克管理有限责任公司 | 16,895 | -13.98 | 1,177 | 20.72 | ||||
2025-08-14 | 13F | 弗默尔有限公司 | 382,573 | 671.21 | 26,662 | 982.46 | ||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 737 | 159.51 | 51 | 264.29 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 11,365 | -4.62 | 792 | 34.01 | ||||
2025-08-26 | NP | IJR - iShares 核心标普小盘股 ETF | 1,918,627 | -4.48 | 133,709 | 34.02 | ||||
2025-08-12 | 13F | 摩根大通公司 | 177,867 | 4.62 | 12,396 | 46.79 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 7,592 | 65.26 | 529 | 132.02 | ||||
2025-08-12 | 13F | 磁星金融有限责任公司 | 5,769 | -53.87 | 402 | -35.27 | ||||
2025-08-26 | NP | IJS - iShares S&P 小型股 600 价值 ETF | 125,534 | -7.46 | 8,748 | 29.85 | ||||
2025-06-23 | NP | UAPIX - 超小盘深度投资者类别 | 333 | -29.89 | 16 | -50.00 | ||||
2025-08-12 | 13F | 帕瑟顾问公司 | 106,522 | -34.03 | 7,424 | -7.44 | ||||
2025-08-21 | NP | MXISX - Great-West S&P Small Cap 600 指数基金投资者类别 | 23,342 | -5.98 | 1,627 | 31.87 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 5,864 | -2.45 | 409 | 36.91 | ||||
2025-08-26 | NP | NVSOX - 富国银行纪律小盘基金管理员班 | 4,564 | 24.97 | 318 | 75.69 | ||||
2025-08-15 | 13F | Kestra 投资管理有限责任公司 | 8 | 0.00 | 0 | |||||
2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 804,144 | -7.84 | 56,041 | 29.30 | ||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 4,739 | 2.95 | 330 | 44.74 | ||||
2025-07-25 | 13F | 优素福资本管理有限公司 | 12,076 | 0.40 | 842 | 40.87 | ||||
2025-06-20 | NP | JSMD - Janus Henderson 中小盘增长 Alpha ETF | 26,602 | 12.33 | 1,303 | -19.13 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 5,426 | -4.30 | 378 | 34.52 | ||||
2025-06-26 | NP | DFEOX - 美国核心股票 1 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 | 53,944 | 0.00 | 2,642 | -27.97 | ||||
2025-06-26 | NP | Dfa Investment Dimensions Group Inc - Va US 目标价值投资组合 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,566 | 930.64 | 175 | 656.52 | ||||
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 | 11,504 | -13.61 | 802 | 21.18 | ||||
2025-07-28 | 13F | 港口投资公司 | 30 | 0.00 | 2 | 100.00 | ||||
2025-06-25 | NP | FYT - First Trust 小盘价值 AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,946 | -25.08 | 634 | -4.80 | ||||
2025-08-14 | 13F | 波士顿私人财富有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-01 | 13F | 愿景金融市场有限责任公司 | 30 | 0.00 | 2 | 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 | 5,832 | -74.03 | 406 | -63.59 | ||||
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 | 1,020,000 | 20.00 | 71,084 | 68.37 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 17,672 | -8.89 | 1,232 | 27.83 | ||||
2025-07-31 | 13F | 最佳投资顾问 | 90 | 0.00 | 6 | 50.00 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 25,000 | -22.60 | 1,742 | 8.60 | |||
2025-08-14 | 13F | 长城汽车顾问有限责任公司 | 18 | -35.71 | 1 | 0.00 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 1,105 | 48.52 | 77 | 113.89 | ||||
2025-08-14 | 13F | 都铎投资公司等 | Put | 20,900 | -58.70 | 1,457 | -42.06 | |||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 4,145 | 86.88 | 289 | 161.82 | ||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 122,351 | 22.61 | 8,527 | 72.03 | ||||
2025-08-13 | 13F | 挪威银行 | 62,448 | 4,352 | ||||||
2025-08-12 | 13F | 白松资本有限公司 | 6,900 | 0.00 | 481 | 40.35 | ||||
2025-04-25 | 13F | 理查森资本管理有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-24 | NP | SWSCX - 嘉信小盘股票基金 This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 242 | 1,761.54 | 17 | |||||
2025-08-29 | NP | GAST - Gabelli 自动化 ETF | 422 | 0.00 | 29 | 45.00 | ||||
2025-08-26 | NP | FLQS - 富兰克林 LibertyQ 美国小盘股 ETF | 2,231 | 11.44 | 155 | 56.57 | ||||
2025-08-11 | 13F | 基石规划集团有限责任公司 | 7 | 0.00 | 1 | |||||
2025-06-26 | NP | DFFVX - 美国目标价值投资组合 - 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 | 25,222 | 86.93 | 1,235 | 34.68 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 10,843 | -3.59 | 756 | 35.30 | ||||
2025-08-13 | 13F | 加贝利基金有限责任公司 | 6,422 | 0.00 | 448 | 40.57 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 42 | 200.00 | 0 | |||||
2025-07-21 | 13F | Ameriflex 集团公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 451 | 145.11 | 31 | 244.44 | ||||
2025-08-14 | 13F | 高盛集团公司 | 591,177 | -6.96 | 41,199 | 30.55 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 6,056 | 5.01 | 422 | 47.55 | ||||
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 | 987 | -13.19 | 69 | 21.43 | ||||
2025-08-13 | 13F | Skandinaviska Enskilda Banken AB(出版) | 2,637 | -11.48 | 184 | 24.49 | ||||
2025-08-04 | 13F | 联合银行 | 9,190 | -1.28 | 1 | |||||
2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 23 | 2 | ||||||
2025-06-26 | NP | DFSV - 维度美国小盘价值 ETF | 23,436 | 1,148 | ||||||
2025-07-22 | 13F | Gsa资本合伙公司 | 10,161 | -45.98 | 1 | |||||
2025-08-28 | NP | IWN - iShares Russell 2000 价值 ETF | 264,120 | 786.46 | 18,407 | 1,403.76 | ||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 9,400 | 655 | |||||
2025-07-10 | 13F | 科扎克联合公司 | 107 | 8 | ||||||
2025-08-13 | 13F | 斑眼贸易有限责任公司 | Put | 10,800 | 753 | |||||
2025-07-28 | 13F | 布里奇斯投资管理公司 | 29,775 | 15.44 | 2,075 | 61.98 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-08 | 13F | LGT 财务顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | 奥本海默公司 | 6,256 | -3.84 | 436 | 34.67 | ||||
2025-04-28 | 13F | 战略金融概念有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 1,781 | 0 | ||||||
2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 54,521 | 62.65 | 3,800 | 128.31 | ||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 25 | 0.00 | 2 | 0.00 | ||||
2025-08-13 | 13F | 地峡合伙人有限公司 | 34,168 | 8.05 | 2,381 | 51.66 | ||||
2025-08-14 | 13F | 萨斯奎哈纳基本投资有限公司 | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | 新弗农资本控股 II 有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 602 | -16.39 | 42 | 17.14 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 9,392 | 0.79 | 655 | 41.56 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 811 | 2,217.14 | 57 | 5,500.00 | ||||
2025-07-16 | 13F | 阿拉斯加州税务部 | 19,097 | 6.02 | 1 | |||||
2025-07-28 | 13F | 纽约州教师退休制度 | 16,267 | 0.00 | 1 | |||||
2025-07-31 | 13F | ARGA 投资管理有限合伙人 | 18,534 | 1,292 | ||||||
2025-08-28 | NP | VLU - SPDR S&P 1500 价值倾斜 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 704 | 264.77 | 49 | 444.44 | ||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 7,010 | 2.43 | 395 | 5.35 | ||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 97,205 | 56.15 | 6,775 | 118.94 | ||||
2025-08-26 | NP | SCRSX - 小型股核心投资组合 SCB 类别 | 34,220 | 42.05 | 2,385 | 99.33 | ||||
2025-07-28 | 13F | 波士顿信托华登公司 | 845,911 | 2.37 | 58,952 | 43.63 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 16,746 | -16.15 | 1,167 | 17.76 | ||||
2025-08-26 | NP | Profunds - Profunds 半导体副总裁 | 121 | -45.98 | 8 | -27.27 | ||||
2025-07-29 | 13F | 私人信托公司 | 43 | 0.00 | 3 | 0.00 | ||||
2025-08-13 | 13F | 基尔特集团有限公司 | 42 | 3 | ||||||
2025-05-05 | 13F | 蓝钟私人财富管理有限公司 | 0 | -100.00 | 0 | |||||
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 | 29,388 | 99.62 | 1,439 | 43.76 | ||||
2025-05-14 | 13F | 景观资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 807 | -2.18 | 56 | 36.59 | ||||
2025-03-26 | NP | DVRAX - MFS 全球另类策略基金 A | 172 | 0.00 | 12 | -21.43 | ||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 50,227 | 43.44 | 3,500 | 101.27 | ||||
2025-08-05 | 13F | GPS 财富策略集团有限责任公司 | 50 | 0.00 | 3 | 50.00 | ||||
2025-08-14 | 13F | 双山资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 0 | -100.00 | 0 | -100.00 | |||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 索维罗资产管理有限合伙人 | 48,000 | 3,345 | ||||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-26 | NP | IPSIX - Voya 指数加上小型股投资组合 I 类 | 14,376 | -23.04 | 1,002 | 7.98 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 23,626 | -13.69 | 2 | 0.00 | ||||
2025-05-29 | NP | CSA - VictoryShares 美国小盘股波动性 Wtd ETF | 622 | 50.97 | 31 | 7.14 | ||||
2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 164 | -0.61 | 11 | 37.50 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 8,666 | -0.76 | 604 | 39.26 | ||||
2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 6,551 | 0.00 | 457 | 40.31 | ||||
2025-06-26 | NP | TISBX - TIAA-CREF 小型股混合指数基金机构类别 | 40,948 | -4.39 | 2,006 | -31.15 | ||||
2025-08-13 | 13F | 资本基金管理公司 | Call | 31,900 | -3.33 | 2,223 | 35.63 | |||
2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 6,122 | -1.21 | 427 | 38.76 | ||||
2025-05-15 | 13F | 舍布鲁克公园顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 资本基金管理公司 | Put | 33,600 | 24.91 | 2,342 | 75.22 | |||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 21,474 | 11.83 | 1,052 | -19.46 | ||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 170 | 39.34 | 12 | 83.33 | ||||
2025-08-14 | 13F | 瑞银集团 | 198,017 | -27.24 | 13,800 | 2.09 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 16,736 | -6.11 | 1,166 | 31.75 | ||||
2025-07-28 | NP | AVSBX - Avantis 美国小型股股票基金 G 类 | 940 | 0.00 | 53 | 1.96 | ||||
2025-05-15 | 13F | Summit Partners 公共资产管理有限公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-13 | 13F | 北方信托公司 | 441,658 | 9.88 | 30,779 | 54.18 | ||||
2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 7,100 | 0.00 | 495 | 40.34 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 7,360 | -1.34 | 513 | 38.38 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 3,995 | -27.24 | 278 | 2.21 | ||||
2025-05-15 | 13F | 埃文泰德资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 范式资本管理公司/纽约 | 88,100 | -51.62 | 6,140 | -32.12 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Call | 0 | -100.00 | 0 | ||||
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 | 10,767 | -10.03 | 750 | 26.26 | ||||
2025-06-26 | NP | ISCV - iShares Morningstar 小盘价值 ETF | 2,373 | 7.72 | 116 | -22.15 | ||||
2025-08-14 | 13F | 沃洛里奇投资管理有限公司 | 311,838 | -35.21 | 21,732 | -9.10 | ||||
2025-07-28 | NP | 景顺交易所交易基金信托 II - 景顺标准普尔小型股 600 GARP ETF | 537 | 0.00 | 30 | 3.45 | ||||
2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 45 | 0.00 | 3 | 50.00 | ||||
2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 3,300 | 0.00 | 230 | 40.49 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | 纽约梅隆银行投资组合 - 小盘股指数投资组合 - 服务股票 | 12,529 | -6.20 | 873 | 31.67 | ||||
2025-08-14 | 13F | 水产资本管理有限责任公司 | 34,572 | 72.98 | 2,409 | 142.84 | ||||
2025-08-14 | 13F | ISAM 基金(英国)有限公司 | 11,369 | 41.09 | 792 | 98.00 | ||||
2025-08-14 | 13F/A | 瑞士宝盛银行,苏黎世 | 6,282 | 3.24 | 438 | 28.15 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 10,411 | -93.42 | 726 | -90.77 | ||||
2025-07-29 | NP | VIOO - Vanguard S&P Small-Cap 600 指数基金 ETF 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 | 109,742 | -1.69 | 6,183 | 1.08 | ||||
2025-08-11 | 13F | Aptus 资本顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 8,756 | -0.79 | 610 | 39.27 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 1,184 | 3,100.00 | 58 | 2,750.00 | ||||
2025-08-12 | 13F | SRS 资本顾问公司 | 73 | 386.67 | 5 | |||||
2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 14,925 | -0.13 | 1,040 | 40.16 | ||||
2025-05-06 | 13F | 四树岛咨询有限公司 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | PSSMX - 小型股标准普尔 600 指数基金 R-3 | 31,573 | -5.22 | 1,546 | -31.74 | ||||
2025-08-07 | 13F | 休斯金融服务有限责任公司 | 0 | -100.00 | 0 | |||||
2025-03-28 | NP | FESRX - 首支 Eagle 小盘股机会基金 R6 级 | 57,957 | 3,941 | ||||||
2025-07-15 | 13F | 马塞科律师事务所 | 97 | 7 | ||||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 12,268 | -33.64 | 855 | -6.97 | ||||
2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 67,866 | 4,730 | ||||||
2025-05-28 | 13F | 俄亥俄州 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-28 | NP | TINY - ProShares 纳米技术 ETF | 3,338 | 11.79 | 188 | 15.34 | ||||
2025-05-27 | NP | GCTIX - 高盛美国税务管理股票基金机构 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 40 | 3 | ||||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 2,585 | 683.33 | 180 | 1,025.00 | ||||
2025-04-25 | 13F | 新浪潮财富顾问有限公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | AFSM - First Trust Active Factor 小盘股 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 | 1,390 | 0.22 | 78 | 4.00 | ||||
2025-08-25 | NP | 美国互助投资公司 - 小盘股票指数基金类别 | 4,161 | -12.10 | 290 | 22.98 | ||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 14,476 | -3.64 | 1,009 | 35.12 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 | 23,626 | -1.05 | 1,646 | 38.90 | ||||
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 | 24,533 | 2.94 | 1,710 | 44.46 | ||||
2025-05-30 | NP | STXK-Strive 小型股 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-14 | 13F | 资本基金管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-06-30 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 37,567 | -40.67 | 1,840 | -57.26 | ||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 6,407 | 0.00 | 314 | -28.05 | ||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 35,550 | -4.01 | 2 | 100.00 | ||||
2025-07-22 | 13F | 净值顾问小组 | 3,874 | 270 | ||||||
2025-08-14 | 13F | 元盛资本集团有限公司 | 54,317 | -46.41 | 3,785 | -24.81 | ||||
2025-05-12 | 13F | 康纳克拉克伦投资管理有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-28 | NP | TPSC - Timothy Plan 美国小盘股核心 ETF | 5,931 | 138.67 | 413 | 235.77 | ||||
2025-08-26 | NP | IASAX - VY(R) 美国世纪中小型股价值投资组合 ADV 级 | 17,564 | 22.25 | 1,224 | 71.67 | ||||
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 | 1,725 | 8.29 | 120 | 51.90 | ||||
2025-08-26 | NP | NOSGX - 北方小盘价值基金 | 57,459 | 4,004 | ||||||
2025-05-29 | NP | CSF - VictoryShares US Discovery 增强波动性 Wtd ETF | 791 | 71.58 | 39 | 21.88 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 10,544 | 0.45 | 735 | 40.88 | ||||
2025-08-12 | 13F | 动态技术实验室私人有限公司 | 5,610 | -52.82 | 391 | -33.73 | ||||
2025-07-09 | 13F | 港湾资本顾问公司 | 135,583 | -3.56 | 9 | 50.00 | ||||
2025-08-11 | 13F | HighTower 顾问有限责任公司 | 3,367 | 235 | ||||||
2025-06-23 | NP | SVPIX - 小盘价值深度投资者类别 | 49 | -12.50 | 2 | -33.33 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 208 | 3,366.67 | 0 | |||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 955 | -2.65 | 67 | 37.50 | ||||
2025-08-14 | 13F | 加拿大养老金计划投资委员会 | 15,600 | 1,087 | ||||||
2025-07-28 | NP | 美元 - ProShares Ultra 半导体 | 3,743 | -11.41 | 211 | -9.09 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 405 | -91.89 | 28 | -88.66 | ||||
2025-08-25 | NP | MMYAX - MassMutual 选择小型公司价值基金 A 类 | 2,948 | -2.83 | 205 | 36.67 | ||||
2025-05-12 | 13F | Qsemble 资本管理有限合伙人 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | MMSCX - Praxis 小盘股指数基金 A 类 | 4,880 | 0.00 | 340 | 40.50 | ||||
2025-06-30 | NP | CALF - Pacer 美国小型现金牛 100 ETF | 138,127 | -81.23 | 6,765 | -86.48 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 43,303 | 21.24 | 3,018 | 70.07 | ||||
2025-08-29 | NP | JADMX - 小盘机会信托资产净值 | 200 | 0.00 | 14 | 44.44 | ||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 10,899 | -87.82 | 760 | -82.92 | ||||
2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 1,171 | 0.00 | 57 | -27.85 | ||||
2025-08-12 | 13F | 熵技术有限公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | PFSLX - 范式精选基金 | 24,000 | -50.00 | 1,673 | -29.87 | ||||
2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 22,411 | -92.30 | 1,562 | -89.20 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 403 | 21.02 | 28 | 75.00 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 481 | 50.31 | 34 | 120.00 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 878 | 25.43 | 61 | 79.41 | ||||
2025-07-29 | NP | NKMCX - 北广场肯尼迪微型资本基金 I 类 | 1,980 | 81.32 | 112 | 88.14 | ||||
2025-08-12 | 13F/A | 波士顿合作伙伴 | 474,043 | 42.34 | 33,616 | 106.06 | ||||
2025-06-25 | NP | DISSX - 纽约梅隆银行小型股票指数基金投资者股票 | 21,942 | -13.01 | 1,075 | -37.38 | ||||
2025-08-29 | NP | OPTZ-优化策略指数ETF | 32,021 | -0.71 | 2,232 | 39.35 | ||||
2025-07-17 | 13F | 健全收入策略有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 545 | 128.99 | 38 | 236.36 | ||||
2025-05-15 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 4,880 | 0.00 | 0 | |||||
2025-08-05 | 13F | 新方资本有限责任公司 | 15 | 0.00 | 1 | |||||
2025-08-29 | NP | SA 基金投资信托 - SA 美国小型公司基金 | 3,412 | 0.00 | 238 | 40.24 | ||||
2025-07-28 | NP | PSCT - Invesco S&P SmallCap 信息技术 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 | 51,919 | -9.30 | 2,925 | -6.73 | ||||
2025-05-14 | 13F | 凯特琳约翰有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 恒线顾问公司 | 94,758 | -1.95 | 6,604 | 37.56 | ||||
2025-08-26 | NP | Profunds - Profund 小盘股价值副总裁 | 288 | -1.03 | 20 | 42.86 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 1,047,834 | 1.94 | 73,024 | 43.02 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/RAFI 基本美国小型股基金 (A) | 1,825 | 91.70 | 127 | 170.21 | ||||
2025-08-06 | 13F | 穆尔斯与卡博特公司 | 7,630 | -2.55 | 532 | 36.86 | ||||
2025-08-05 | 13F | 韦克菲尔德资产管理有限责任公司 | 18,067 | 1,259 | ||||||
2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 1,622 | 6.85 | 79 | -23.30 | ||||
2025-08-25 | NP | DSMC - 馏分油中小型现金流 ETF | 9,346 | -5.74 | 651 | 32.32 | ||||
2025-05-15 | 13F | 立体派系统策略有限责任公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 17,116 | 0.00 | 1,193 | 40.24 | ||||
2025-08-11 | 13F | 海克斯康资本合伙人有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 0 | -100.00 | 0 | |||||
2025-08-22 | NP | KVALX - 肯尼迪资本小型股价值基金机构类别股票 | 2,078 | 33.46 | 145 | 87.01 | ||||
2025-05-28 | NP | Nuveen S&p 500 动态覆盖基金 This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 814 | 40 | ||||||
2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe Price 小盘成长投资组合 A 类 | 52,717 | 0.00 | 3,674 | 40.30 | ||||
2025-05-15 | 13F | CSS 有限公司/il | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 535 | 1.71 | 37 | 42.31 | ||||
2025-08-12 | 13F | 德国商业银行 | 8,100 | -20.59 | 1 | |||||
2025-08-07 | 13F | 虎钳技术公司 | 2,870 | 200 | ||||||
2025-05-15 | 13F | 财富管理资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | PPNMX - 小型股成长基金 I R-3 | 3,263 | -4.09 | 160 | -31.17 | ||||
2025-07-23 | NP | WSCVX - 北极星小盘价值基金投资者类别 | 7,392 | 0.00 | 416 | 2.72 | ||||
2025-07-29 | 13F | 弗吉尼亚退休系统等 | 16,938 | 0.59 | 1,180 | 41.15 | ||||
2025-07-28 | NP | RWJ - Invesco S&P SmallCap 600 收入 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,494 | -7.28 | 1,042 | -4.67 | ||||
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 | 325,380 | 1.14 | 15,937 | -27.15 | ||||
2025-07-10 | 13F | 全球金融私人客户有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | 轩尼诗顾问公司 | 2,067 | 144 | ||||||
2025-06-27 | NP | RHJSX - Rice Hall James Micro Cap 投资组合机构类别股票 | 1,280 | 0.00 | 63 | -28.74 | ||||
2025-08-13 | 13F | 优化财务公司 | 32,021 | -0.71 | 2,232 | 39.35 | ||||
2025-07-28 | NP | AVUSX - Avantis 美国股票基金机构类别 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 | 1,807 | 0.00 | 102 | 2.02 | ||||
2025-04-14 | 13F | 托特金融咨询公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | SPTM - SPDR(R) 投资组合总股票市场 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,114 | 1.83 | 426 | 42.95 | ||||
2025-07-29 | NP | BPSIX - Boston Partners 小盘价值基金 II 机构 | 50,481 | 31.82 | 2,844 | 35.56 | ||||
2025-08-29 | NP | EES - WisdomTree 美国小型股基金 不适用 | 24,124 | -1.16 | 1,681 | 38.70 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 529,143 | 0.52 | 37 | 38.46 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 19,984 | 0.00 | 1,393 | 40.32 | ||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 10,699 | 0.00 | 1 | |||||
2025-05-15 | 13F | 马歇尔·韦斯律师事务所 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | 加贝利股息和收入信托 | 2,000 | 0.00 | 139 | 40.40 | ||||
2025-08-11 | 13F | 赖斯霍尔詹姆斯联合有限公司 | 31,728 | -3.51 | 2,211 | 35.39 | ||||
2025-07-29 | 13F | 私人财富管理集团有限责任公司 | 71 | 5 | ||||||
2025-07-24 | 13F | IFP 顾问公司 | 19 | -63.46 | 9 | 300.00 | ||||
2025-08-14 | 13F | 麦克拉斯和埃克有限责任公司 | 32 | 0.00 | 2 | 100.00 | ||||
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 | 19,189 | -1.87 | 1,081 | 0.93 | ||||
2025-07-07 | 13F | Versant 资本管理公司 | 1,019 | 74.49 | 71 | 144.83 | ||||
2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 4,127 | 288 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 小盘价值投资组合 IB 级 | 4,806 | 1,383.33 | 335 | 2,469.23 | ||||
2025-07-28 | NP | ITWO - ProShares Russell 2000 高收益 ETF | 552 | -2.99 | 31 | 0.00 | ||||
2025-07-22 | 13F | IMC-芝加哥有限责任公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | 美国互助资本管理有限公司 | 4,127 | -12.82 | 288 | 22.13 | ||||
2025-08-06 | 13F | 福克斯运行管理有限公司 | 27,543 | 1,919 | ||||||
2025-08-26 | NP | GSCYX - 机构小型股股票基金 | 27,031 | 23.99 | 1,884 | 74.03 | ||||
2025-07-31 | 13F | CVA 家族办公室有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 纽约州共同退休基金 | 10,150 | 0.00 | 1 | |||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 3,002 | 277.14 | 209 | 435.90 | ||||
2025-08-01 | 13F | 瑞穗市场开曼有限合伙人 | 42,420 | 2,956 | ||||||
2025-08-13 | 13F | 格兰瑟姆·梅奥·范·奥特卢有限公司 | 442,065 | -23.70 | 30,808 | 7.05 | ||||
2025-07-24 | NP | BDSIX - 贝莱德优势小型核心基金机构股 | 63,314 | -41.79 | 3,567 | -40.13 | ||||
2025-08-14 | 13F | 阳光地带证券公司 | 100 | 0.00 | 7 | 50.00 | ||||
2025-08-27 | NP | RYTIX - 科技基金投资者类别 | 1,160 | 25.81 | 81 | 77.78 | ||||
2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 0 | -100.00 | 0 |