机构和基金投资人持股 - 买家
在阿吉利系统公司中开设新头寸的主要持有者包括 IHSAX - 哈特福德小型公司基金 A 类, RTSSX - 税收管理的美国中小型基金 S 级, 格拉纳汉投资管理公司/马, 韦斯资产管理有限公司, 资本基金管理公司, VT - Vanguard Total World Stock Index Fund ETF 股票, Glenmede投资管理有限公司, DSCIX - 德纳小型股票基金机构类别股票, PFSVX - PartnerSelect SBH 专注小价值基金机构类别, ILDR - 第一信托创新领袖 ETF, 巴克利财富管理有限责任公司, 萨凡特资本有限责任公司, 萨米特里有限公司, 匡蒂诺资本管理有限公司, 财富联盟, SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF, WSML - iShares MSCI 全球小型股 ETF, 奎克财富管理有限责任公司, RUSC - 美国小型股主动型股票ETF, 和 耶鲁山投资顾问有限公司 .
本页面显示了上一报告期内增持或开仓的上市机构、基金和大股东的股权结构变化绿色行表示新头寸。点击链接图标查看完整的交易历史记录。
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| 文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 61 | 15.09 | 7 | 100.00 | ||||
| 2025-08-06 | NP | 林肯可变保险产品信托 - LVIP 男爵成长机会基金标准级 | 43,713 | 337.13 | 5,011 | 591.17 | ||||
| 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 | 3,225 | 16.34 | 370 | 83.58 | ||||
| 2025-08-14 | 13F | Punch & Associates 投资管理公司 | 61,850 | 0.67 | 7,090 | 59.11 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 126,637 | 6.43 | 14,518 | 68.20 | ||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 13,699 | 6.69 | 1,019 | -12.09 | ||||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 87,974 | 87.70 | 10,085 | 196.70 | ||||
| 2025-07-29 | NP | VITAX - 先锋信息技术指数基金 Admiral Shares | 596,503 | 2.33 | 63,176 | 33.82 | ||||
| 2025-06-26 | NP | FSST - 富达可持续发展美国股票 ETF | 62 | 55.00 | 5 | 33.33 | ||||
| 2025-08-28 | NP | DTSGX - 小型公司成长投资组合投资类别 | 893 | 56.67 | 102 | 148.78 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 0 | 5 | ||||||
| 2025-07-15 | 13F | MCF 顾问有限责任公司 | 126 | 14 | ||||||
| 2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 938 | 11.01 | 99 | 45.59 | ||||
| 2025-07-07 | 13F | Versant 资本管理公司 | 111 | 170.73 | 13 | 500.00 | ||||
| 2025-08-15 | 13F | CI 私人财富有限责任公司 | 2,302 | 264 | ||||||
| 2025-08-26 | NP | Profunds - Profund 小盘成长股副总裁 | 515 | 2.18 | 59 | 63.89 | ||||
| 2025-08-07 | 13F | 纳维利尔联合公司 | 3,173 | 1.44 | 364 | 53.16 | ||||
| 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 | 2,427 | 28.01 | 278 | 102.92 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 3,083 | 15.17 | 229 | -4.98 | ||||
| 2025-08-14 | 13F | Aster 资本管理（DIFC）有限公司 | 256 | 29 | ||||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 3,827 | 19.00 | 439 | 87.98 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 63 | 173.91 | 7 | 600.00 | ||||
| 2025-08-14 | 13F | 韦斯资产管理有限公司 | 21,217 | 2,432 | ||||||
| 2025-08-14 | 13F | 洛德雅培有限公司 | 91,082 | 73.43 | 10 | 233.33 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 11,221 | 2.36 | 1,286 | 61.76 | ||||
| 2025-08-14 | 13F | Synovus金融公司 | 15,978 | 55.79 | 1,832 | 146.43 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 5,700 | 1.79 | 653 | 60.84 | ||||
| 2025-08-26 | NP | IBSAX - VY(R) Baron Growth 投资组合 ADV 级 | 21,460 | 329.20 | 2,460 | 579.56 | ||||
| 2025-08-12 | 13F | 公共部门养老金投资委员会 | 76,485 | 7.38 | 8,768 | 69.69 | ||||
| 2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 632 | 71.27 | 71 | 173.08 | ||||
| 2025-07-29 | 13F | 威廉·布莱尔投资管理有限公司 | 514,590 | 58,993 | ||||||
| 2025-08-14 | 13F | 塞伊投资公司 | 129,948 | 6.45 | 14,897 | 68.23 | ||||
| 2025-08-11 | 13F | 道明沃特豪斯加拿大公司 | 58 | 7 | ||||||
| 2025-08-14 | 13F | 安科拉顾问有限责任公司 | 9 | 1 | ||||||
| 2025-08-13 | 13F | 河公园顾问有限责任公司 | 988 | 113 | ||||||
| 2025-08-26 | NP | PNSAX - Putnam 小盘成长基金 C 类股票 | 258,909 | 0.70 | 29,681 | 59.15 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 9,324 | 15.44 | 1,069 | 82.56 | ||||
| 2025-08-19 | NP | 西北互助系列基金公司 - 600 指数股票投资组合 | 7,969 | 3.56 | 914 | 63.62 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国 Social Core Equity 2 投资组合股票 | 1,456 | 20.73 | 108 | 8.00 | ||||
| 2025-07-30 | 13F | 斯蒂芬斯投资管理集团有限责任公司 | 132,384 | 33.03 | 15,177 | 110.25 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 3,577,520 | 2.10 | 410,127 | 61.36 | ||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 6,806 | 14.81 | 780 | 81.40 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 5 | 0 | ||||||
| 2025-08-25 | NP | MMGEX - MassMutual Select 小盘成长股票基金 A 类 | 14,394 | 0.80 | 1,650 | 59.42 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 5 | 1 | ||||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 1,073 | 0.94 | 123 | 59.74 | ||||
| 2025-08-14 | 13F | 惠灵顿管理集团有限责任公司 | 392,652 | 0.94 | 45,014 | 59.53 | ||||
| 2025-07-15 | 13F | LVZ 顾问公司 | 4,305 | 0.09 | 494 | 58.52 | ||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 | 16,507 | 0.11 | 1,892 | 58.19 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 24,441 | 2.06 | 2,802 | 61.26 | ||||
| 2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 29,064 | 15.10 | 3,332 | 81.92 | ||||
| 2025-08-20 | NP | WBSNX - William Blair 小盘成长基金 N 类 | 83,800 | 0.70 | 9,607 | -12.35 | ||||
| 2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 112 | 13 | ||||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 154,735 | 6.81 | 17,739 | 68.80 | ||||
| 2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 8,873 | 1,017 | ||||||
| 2025-05-12 | 13F | 野村资产管理有限公司 | 0 | 0 | ||||||
| 2025-08-27 | NP | 保诚系列基金 - 小盘股票投资组合 I 类 | 20,123 | 0.75 | 2,307 | 59.25 | ||||
| 2025-08-27 | NP | Jnl 系列信托 - Jnl/invesco 小盘成长基金 (a) | 157,309 | 41.00 | 18,034 | 122.85 | ||||
| 2025-08-14 | 13F | 联信银行 | 68,382 | 0.26 | 7,839 | 58.46 | ||||
| 2025-08-14 | 13F | 阿尔格特全球有限公司 | 13,590 | 2 | ||||||
| 2025-08-01 | 13F | 贝西默集团公司 | 140 | 27.27 | 0 | |||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 9,430 | 21.99 | 1,081 | 93.04 | ||||
| 2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 223,647 | 11.67 | 25,639 | 76.47 | ||||
| 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 | 32,539 | 10.89 | 3,446 | 45.03 | ||||
| 2025-05-15 | 13F | 格伦梅德信托公司 | 4,327 | 92.91 | 314 | 6.10 | ||||
| 2025-08-14 | 13F | 下世纪成长投资者有限公司 | 107,830 | 12,362 | ||||||
| 2025-08-14 | 13F | 凯普斯通投资顾问有限公司 | 4,313 | 494 | ||||||
| 2025-07-25 | 13F | 优素福资本管理有限公司 | 8,407 | 1.13 | 964 | 59.70 | ||||
| 2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 1,062 | 291.88 | 122 | 536.84 | ||||
| 2025-08-14 | 13F | 瓦萨奇顾问公司 | 1,004,918 | 5.30 | 115,204 | 66.41 | ||||
| 2025-07-25 | 13F | CWM有限公司 | 292 | 10.61 | 0 | |||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 337,102 | 44.38 | 38,645 | 128.17 | ||||
| 2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 119 | 296.67 | 14 | 333.33 | ||||
| 2025-08-08 | 13F | 财富联盟 | 1,902 | 218 | ||||||
| 2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 191,805 | 106.03 | 21,989 | 225.60 | ||||
| 2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 6,414 | 14.09 | 477 | -6.11 | ||||
| 2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica T. Rowe Price 小盘股副总裁初始 | 23,748 | 7.89 | 2,722 | 70.55 | ||||
| 2025-08-08 | 13F | 大西洋信托有限责任公司 | 9 | 1 | ||||||
| 2025-08-26 | NP | DMCRX - Driehaus 微型资本成长基金 | 31,266 | 107.73 | 3,584 | 228.51 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 21,400 | 122.92 | 2,453 | 252.44 | |||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 2,600 | 294 | |||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | 2,333 | 263 | ||||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 7,704 | 67.84 | 573 | 38.16 | ||||
| 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 | 41,565 | 0.82 | 4,402 | 31.88 | ||||
| 2025-08-14 | 13F | Bamco Inc /纽约/ | 93,809 | 245.33 | 10,754 | 445.89 | ||||
| 2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 90 | 11.11 | 10 | 100.00 | ||||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 11,972 | 16.73 | 1,372 | 84.66 | ||||
| 2025-08-14 | 13F | 格拉纳汉投资管理公司/马 | 24,252 | 2,780 | ||||||
| 2025-08-04 | 13F | 俄亥俄州 | 3,300 | 6.45 | 378 | 68.75 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 24,331 | 0.97 | 3 | 100.00 | ||||
| 2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 12,959 | 37.28 | 964 | 13.16 | ||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 14,002 | 2.25 | 1,605 | 61.63 | ||||
| 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 | 55,991 | 2.89 | 4,163 | -15.22 | ||||
| 2025-07-11 | 13F | 远远财务顾问有限责任公司 | 116 | 13 | ||||||
| 2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 17,450 | 37.23 | 1,297 | 13.08 | ||||
| 2025-06-26 | NP | TSCGX - Thrivent 小盘成长基金 S 级 | 35,707 | 19.75 | 2,655 | -1.34 | ||||
| 2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 272,466 | 53.22 | 31,236 | 142.15 | ||||
| 2025-08-15 | NP | SPWAX - 美国灯塔斯蒂芬斯小型股成长基金 A 类 | 33,171 | 46.08 | 3,803 | 130.84 | ||||
| 2025-08-14 | 13F | 瑞银资产管理美洲公司 | 78,558 | 38.93 | 9,006 | 119.58 | ||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 4,947 | 14.01 | 567 | 80.57 | ||||
| 2025-08-06 | 13F | 第一地平线顾问公司 | 231 | 10.00 | 26 | 73.33 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 2,013 | 231 | ||||||
| 2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 1,145 | 3.81 | 85 | -14.14 | ||||
| 2025-07-01 | 13F | 港口投资咨询有限公司 | 695 | 14.12 | 80 | 79.55 | ||||
| 2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 9,279 | 37.24 | 690 | 13.14 | ||||
| 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 | 10,222 | 1.60 | 760 | -16.21 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/小型公司指数投资组合 IB 类 | 14,420 | 16.10 | 1,653 | 83.67 | ||||
| 2025-08-07 | 13F | ProShare 顾问有限责任公司 | 5,717 | 7.79 | 655 | 70.57 | ||||
| 2025-08-12 | 13F | 银色信托公司 | 2,165 | 248 | ||||||
| 2025-08-13 | 13F | 耶鲁山投资顾问有限公司 | 263 | 30 | ||||||
| 2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘股指数基金 | 776 | 14.79 | 89 | 79.59 | ||||
| 2025-08-14 | 13F | 富国银行/百万 | 53,624 | 27.87 | 6,147 | 102.07 | ||||
| 2025-08-04 | 13F | 奎克财富管理有限责任公司 | 985 | 113 | ||||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 1,763 | 1.03 | 202 | 60.32 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 978,822 | 8.89 | 112,212 | 72.08 | ||||
| 2025-08-13 | 13F | 约翰逊金融集团公司 | 817 | 94 | ||||||
| 2025-07-16 | 13F | 阿拉斯加州税务部 | 13,370 | 7.48 | 2 | |||||
| 2025-08-27 | NP | Brighthouse Funds Trust I - Invesco 小型股成长投资组合 A 类 | 81,360 | 51.39 | 9,327 | 139.28 | ||||
| 2025-08-13 | 13F | 资本基金管理公司 | 20,984 | 2,406 | ||||||
| 2025-07-28 | NP | VCSLX - 小盘股指数基金 | 9,243 | 7.39 | 979 | 40.32 | ||||
| 2025-08-12 | 13F | 美国世纪公司 | 627,660 | 38.70 | 71,955 | 119.20 | ||||
| 2025-07-28 | 13F | 纽约州教师退休制度 | 32,140 | 0.31 | 4 | 50.00 | ||||
| 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 | 11,841 | 16.51 | 880 | -3.93 | ||||
| 2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 15,623 | 1,162 | ||||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 7,659 | 86.53 | 811 | 144.28 | ||||
| 2025-08-12 | 13F | 顾问资产管理公司 | 785 | 14.10 | 90 | 81.63 | ||||
| 2025-07-29 | NP | PSCNX - Penn Capital 特殊情况小型股股票基金机构类别 | 9,504 | 72.02 | 1,007 | 125.06 | ||||
| 2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 11,750 | 27.65 | 1,244 | 66.98 | ||||
| 2025-08-14 | 13F | Optiver控股有限公司 | 90 | 32.35 | 10 | 150.00 | ||||
| 2025-08-28 | NP | IGM - iShares 扩展科技板块 ETF | 10,247 | 3.45 | 1,175 | 63.51 | ||||
| 2025-06-26 | NP | DFA INVESTMENT DIMENSIONS GROUP INC - 美国可持续发展核心 1 投资组合股票 | 6,275 | 542.27 | 467 | 429.55 | ||||
| 2025-07-30 | 13F | 康尼斯托加资本顾问有限公司 | 732,264 | 0.17 | 83,947 | 58.30 | ||||
| 2025-05-28 | NP | TFAFX - 战术增长配置基金 I 类 | 1,630 | 306.48 | 118 | 126.92 | ||||
| 2025-08-14 | 13F | 佩恩资本管理公司 | 157,944 | 11.10 | 18,156 | 75.65 | ||||
| 2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 160 | 56.86 | 18 | 157.14 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 5,833 | 21.65 | 669 | 92.51 | ||||
| 2025-08-11 | 13F | 巴克利财富管理有限责任公司 | 3,408 | 391 | ||||||
| 2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 632,241 | 5.58 | 72,480 | 66.86 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 全美国基金类别 | 4,324 | 46.43 | 496 | 131.31 | ||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 1,817 | 20.81 | 208 | 90.83 | ||||
| 2025-08-08 | 13F | 萨米特里有限公司 | 2,341 | 268 | ||||||
| 2025-08-20 | NP | WAAEX - Wasatch 小盘成长基金投资者类别股票 | 501,403 | 3.68 | 57,481 | 63.85 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 3,482 | 5.23 | 399 | 66.25 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 6,381 | 118.90 | 732 | 246.45 | ||||
| 2025-08-26 | NP | IVSOX - Voya SmallCap 机会投资组合 I 类 | 22,174 | 24.73 | 2,542 | 97.21 | ||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 470 | 4.68 | 54 | 65.63 | ||||
| 2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 7 | 16.67 | 1 | |||||
| 2025-08-13 | 13F | 亚利桑那州退休系统 | 7,736 | 1.71 | 887 | 60.80 | ||||
| 2025-08-21 | NP | MXMTX - Great-West 小盘成长基金投资者类别 | 22,166 | 23.94 | 2,541 | 95.91 | ||||
| 2025-08-19 | 13F | 西姆有限责任公司 | 4,514 | 3.84 | 517 | 64.13 | ||||
| 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 | 17,511 | 24.01 | 2,007 | 96.00 | ||||
| 2025-08-13 | 13F | 基尔特集团有限公司 | 14 | 2 | ||||||
| 2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 小盘成长投资组合 A 类 | 25,866 | 19.34 | 2,965 | 88.61 | ||||
| 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 | 10,871 | 1,013.83 | 808 | 818.18 | ||||
| 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 | 8,981 | 0.45 | 951 | 31.35 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 66,226 | 0.61 | 7,592 | 59.03 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 15,445 | 14.83 | 1,771 | 81.54 | ||||
| 2025-08-26 | NP | IPSIX - Voya 指数加上小型股投资组合 I 类 | 2,832 | 6.79 | 325 | 44.64 | ||||
| 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 | 29,443 | 16.93 | 3,118 | 52.92 | ||||
| 2025-08-01 | 13F | 百富勤资本管理有限公司 | 106,098 | 1.69 | 12,163 | 60.72 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 4,035 | 3.97 | 463 | 64.41 | ||||
| 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 | 4,396 | 19.20 | 327 | -1.81 | ||||
| 2025-07-31 | 13F | 财通国际资产管理有限公司 | 10 | 1 | ||||||
| 2025-08-27 | NP | RYDEX 可变信托 - S&P SmallCap 600 纯增长基金可变年金 | 428 | 28.14 | 49 | 104.17 | ||||
| 2025-08-26 | NP | PUTNAM VARIABLE TRUST - Putnam VT 小盘成长基金 IA 类股票 | 3,150 | 3.79 | 361 | 64.09 | ||||
| 2025-08-07 | 13F | 三菱UFJ国际资产管理有限公司 | 1,521 | 8.26 | 174 | 72.28 | ||||
| 2025-08-06 | 13F | 福克斯运行管理有限公司 | 4,571 | 524 | ||||||
| 2025-08-20 | NP | RUSC - 美国小型股主动型股票ETF | 534 | 61 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 4,139 | 18.46 | 474 | 87.35 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 29,754 | 14.85 | 3,411 | 81.48 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 8,202 | 5.94 | 940 | 67.56 | ||||
| 2025-08-14 | 13F | 加拿大皇家银行 | 336,953 | 27.43 | 38,628 | 101.38 | ||||
| 2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 4,100 | 32.26 | 434 | 72.91 | ||||
| 2025-06-26 | NP | FSMD - 富达中小因子 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 | 20,939 | 847.89 | 1,557 | 745.65 | ||||
| 2025-08-29 | NP | JAGPX - 小盘股信托资产净值 | 22,275 | 1.38 | 2,554 | 60.26 | ||||
| 2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 201,601 | 7.33 | 23,112 | 69.62 | ||||
| 2025-08-13 | 13F | 景顺有限公司 | 545,386 | 28.13 | 62,523 | 102.50 | ||||
| 2025-08-15 | NP | 罗伊斯价值信托公司 | 72,937 | 3.55 | 8,361 | 63.65 | ||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 36 | 16.13 | 4 | 100.00 | ||||
| 2025-06-24 | NP | BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF | 8,172 | 11.52 | 608 | -8.17 | ||||
| 2025-06-26 | NP | HSLAX - 哈特福德小型股成长基金 A 类 | 20,058 | 10.35 | 1,491 | -9.03 | ||||
| 2025-08-11 | 13F | 先锋集团公司 | 2,299,009 | 3.19 | 263,558 | 63.07 | ||||
| 2025-08-25 | NP | MML 系列投资基金 - MML 小盘成长股票基金初始类别 | 5,611 | 1.01 | 643 | 59.95 | ||||
| 2025-06-18 | NP | NWHZX - 全国日内瓦小盘成长基金 A 类 | 257,970 | 15.46 | 19,180 | -4.85 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 2,496 | 23.02 | 186 | 1.09 | ||||
| 2025-07-25 | NP | CZMSX - 多管理人小盘股票策略基金机构类别 | 108,016 | 11.46 | 11,440 | 45.74 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 4 | 0 | ||||||
| 2025-06-26 | NP | IHSAX - 哈特福德小型公司基金 A 类 | 48,368 | 3,596 | ||||||
| 2025-06-26 | NP | FMPX - Nuveen 小盘成长机会基金 A 类 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 | 29,992 | 1.12 | 2,230 | -16.70 | ||||
| 2025-05-29 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 2,018 | 0.20 | 146 | -44.91 | ||||
| 2025-08-07 | 13F | Parkside 金融银行与信托 | 1,421 | 2.30 | 163 | 62.00 | ||||
| 2025-08-27 | NP | ARTJX - Artisan International 中小型基金投资者股票 | 418,339 | 6.44 | 47,958 | 68.21 | ||||
| 2025-08-04 | 13F | 汉兹金融服务公司 | 3 | 200.00 | 0 | |||||
| 2025-05-15 | 13F | 德克萨斯州永久学校基金 | 43,464 | 3,232 | ||||||
| 2025-08-14 | 13F | 全新世顾问有限合伙人 | 17,933 | 66.46 | 2,056 | 163.12 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 23,874 | 7.86 | 2,883 | 7.86 | ||||
| 2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 6,501 | 6.35 | 483 | -12.34 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Put | 100 | 0 | |||||
| 2025-06-27 | NP | SUNAMERICA 系列信托 - SA Invesco 增长机会投资组合 1 级 | 19,785 | 10.06 | 1,471 | -9.25 | ||||
| 2025-08-05 | 13F | Simplex 贸易有限公司 | Call | 1,500 | 650.00 | 0 | ||||
| 2025-08-05 | 13F | 日内瓦资本管理有限公司 | 816,637 | 6.70 | 93,619 | 68.63 | ||||
| 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 | 3,826 | 22.20 | 405 | 60.08 | ||||
| 2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | Short | -390 | -45 | |||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 379,587 | 23.90 | 43,516 | 95.81 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - Loomis Sayles 小盘成长投资组合 A 类 | 33,281 | 1.17 | 3,815 | 59.89 | ||||
| 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 | 489 | 6.30 | 56 | 69.70 | ||||
| 2025-06-18 | NP | GMRAX - 全国小盘指数基金 A 类 | 1,977 | 0.10 | 147 | -17.98 | ||||
| 2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 2,249 | 258 | ||||||
| 2025-08-19 | 13F | 怀俄明州 | 3,945 | 4.34 | 452 | 64.96 | ||||
| 2025-08-14 | 13F | Glenmede投资管理有限公司 | 5,598 | 642 | ||||||
| 2025-08-11 | 13F | HighTower 顾问有限责任公司 | 3,241 | 6.33 | 372 | 67.87 | ||||
| 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 | 228,526 | 2.67 | 16,991 | -15.39 | ||||
| 2025-08-25 | NP | 美国互助投资公司 - 小盘成长基金类别 | 57,566 | 54.40 | 6,599 | 144.05 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Call | 28,300 | 99.30 | 3,244 | 214.95 | |||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | 14,006 | 1,606 | ||||||
| 2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 1,789 | 36.98 | 133 | 13.68 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 59 | 15.69 | 7 | 100.00 | ||||
| 2025-08-28 | NP | TPSC - Timothy Plan 美国小盘股核心 ETF | 4,241 | 42.36 | 486 | 125.00 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 53,088 | 136.84 | 6,086 | 274.29 | ||||
| 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 | 3,263 | 1.71 | 374 | 61.21 | ||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 132 | 15.79 | 15 | 87.50 | ||||
| 2025-08-13 | 13F | ExodusPoint 资本管理公司 | 25,208 | 3 | ||||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 8,480 | 69.09 | 972 | 167.77 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 401,086 | 1.33 | 46 | 60.71 | ||||
| 2025-08-26 | NP | OGGFX - 摩根大通小盘成长基金 I 类 | 161,394 | 0.54 | 18,502 | 58.90 | ||||
| 2025-07-29 | 13F | 美国互助资本管理有限公司 | 64,774 | 48.89 | 7,426 | 135.34 | ||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 30 | 11.11 | 3 | 50.00 | ||||
| 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 | 925 | 7.56 | 106 | 70.97 | ||||
| 2025-08-12 | 13F | AltraVue 资本有限责任公司 | 342,937 | 3.20 | 39,314 | 63.09 | ||||
| 2025-06-18 | NP | NWSAX - 全国小型公司成长基金 A 类 | 22,888 | 18.63 | 1,702 | -2.24 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 2,644 | 15.81 | 303 | 83.64 | ||||
| 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 | 6,737 | 2.67 | 501 | -15.54 | ||||
| 2025-04-28 | NP | SXQG-6经络优质增长ETF | 523 | 7.17 | 42 | -35.38 | ||||
| 2025-08-13 | 13F | 佛罗里达州退休系统国家管理局 | 6,536 | 15.46 | 749 | 82.68 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 327,831 | 8.94 | 37,583 | 72.17 | ||||
| 2025-07-29 | NP | RBB FUND, INC. - 阿达拉小型公司基金 | 13,941 | 106.72 | 1,476 | 170.33 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 1,037 | 228.16 | 77 | 175.00 | ||||
| 2025-08-26 | NP | DFDSX - DF Dent 小盘成长基金投资者股票 | 34,465 | 12.93 | 3,951 | 78.54 | ||||
| 2025-08-14 | 13F | 伍德莱合伙公司 | 3,068 | 352 | ||||||
| 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 | 19,804 | 20.00 | 2,270 | 89.64 | ||||
| 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 | 1,187 | 5.98 | 136 | 67.90 | ||||
| 2025-08-28 | NP | IGV - iShares 扩展科技软件板块 ETF | 85,054 | 0.13 | 9,751 | 58.25 | ||||
| 2025-08-12 | 13F | 恒线顾问公司 | 57,689 | 10.47 | 6,613 | 74.58 | ||||
| 2025-08-14 | 13F | 斯蒂菲尔金融公司 | 6,595 | 16.03 | 756 | 83.50 | ||||
| 2025-08-28 | NP | VYSVX - Vericimetry 美国小型股价值基金 | 170 | 19 | ||||||
| 2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 5,144 | 1.88 | 590 | 60.93 | ||||
| 2025-08-28 | NP | RPNIX - Riverpark/Next Century Growth Fund 机构类别股票 | 988 | 113 | ||||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 50,860 | 65.85 | 6 | 150.00 | ||||
| 2025-07-31 | 13F | 新泽西州共同养老基金 D | 18,341 | 2,103 | ||||||
| 2025-06-18 | NP | RTSSX - 税收管理的美国中小型基金 S 级 | 26,174 | 1,946 | ||||||
| 2025-06-30 | NP | SMDX - Intech 标准普尔小型中型多元化阿尔法 ETF | 1,646 | 122 | ||||||
| 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 | 122,694 | 0.63 | 12,995 | 31.60 | ||||
| 2025-08-12 | 13F | 工匠合伙人有限合伙企业 | 629,891 | 9.26 | 72,211 | 72.66 | ||||
| 2025-06-30 | NP | TRFM - AAM 变形金刚 ETF | 2,174 | 79.23 | 162 | 47.71 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 2,644 | 15.81 | 303 | 83.64 | ||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 2,515 | 294 | ||||||
| 2025-07-28 | NP | VVSGX - 小盘成长基金 | 34,828 | 6.38 | 3,689 | 39.12 | ||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 2,561 | 2.56 | 190 | -15.56 | ||||
| 2025-08-14 | 13F | 九十资本管理有限责任公司 | 363,239 | 20.98 | 41,642 | 91.20 | ||||
| 2025-08-29 | NP | STXK-Strive 小型股 ETF | 768 | 2.81 | 88 | 62.96 | ||||
| 2025-08-14 | 13F | 极地资产管理合伙公司 | 37,200 | 4,265 | ||||||
| 2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 32,553 | 367.11 | 3,732 | 638.81 | ||||
| 2025-07-23 | NP | TCMSX - Voya 小盘成长基金 I 类 | 172,182 | 32.72 | 18,236 | 73.55 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 607,664 | 8.00 | 69,670 | 70.67 | ||||
| 2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 5,764 | 7.30 | 661 | 69.67 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 706 | 45.57 | 81 | 128.57 | ||||
| 2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 14,192 | 5.95 | 1,627 | 67.46 | ||||
| 2025-08-27 | NP | GTSAX - INVESCO 小盘成长基金 A 类 | 172,061 | 40.17 | 19,725 | 121.53 | ||||
| 2025-06-27 | NP | ANONX - 小盘成长基金 I 类 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 | 284,689 | 3.93 | 21,167 | -14.35 | ||||
| 2025-08-26 | NP | SBHCX - Segall Bryant & Hamill 小盘股核心基金零售类别 | 16,409 | 56.14 | 1,881 | 146.85 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 19,826 | 62.55 | 1,474 | 34.00 | ||||
| 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 | 77,716 | 33.20 | 5,778 | 9.79 | ||||
| 2025-08-14 | 13F | 莱加托资本管理有限公司 | 74,135 | 0.42 | 8,499 | 58.69 | ||||
| 2025-07-08 | 13F | 并行顾问有限责任公司 | 29 | 107.14 | 3 | 200.00 | ||||
| 2025-08-05 | 13F | Versor投资有限公司 | 10,527 | 1,207 | ||||||
| 2025-07-28 | NP | QVMS - Invesco S&P SmallCap 600 QVM 多因素 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 | 3,778 | 5.00 | 400 | 37.46 | ||||
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 5,280 | 14.63 | 605 | 81.14 | ||||
| 2025-06-26 | NP | FSOPX - 富达系列小型股机会基金 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 | 127,100 | 16.50 | 9,450 | -4.00 | ||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 26,374 | 3.00 | 3,024 | 62.79 | ||||
| 2025-08-13 | 13F | 纽约州共同退休基金 | 427,690 | 15.15 | 49 | 88.46 | ||||
| 2025-08-26 | NP | FLQS - 富兰克林 LibertyQ 美国小盘股 ETF | 1,541 | 45.93 | 177 | 131.58 | ||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 55 | 83.33 | 6 | 200.00 | ||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 44,255 | 14.84 | 5,073 | 81.50 | ||||
| 2025-07-25 | NP | PMSAX - 全球多策略基金A类 | 291 | 2.83 | 31 | 36.36 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 4,814 | 20.59 | 552 | 90.66 | ||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 816,905 | 0.90 | 93,650 | 59.46 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 1,353 | 2.73 | 155 | 63.16 | ||||
| 2025-08-14 | 13F | 贝叶斯资本管理有限合伙人 | 1,992 | 228 | ||||||
| 2025-06-26 | NP | FSSLX - 富达系列小盘核心基金 | 65,650 | 6.66 | 4,881 | -12.10 | ||||
| 2025-08-13 | 13F | 布朗资本管理有限公司 | 645,183 | 0.29 | 73,964 | 58.49 | ||||
| 2025-06-26 | NP | DFAS - 维度美国小型股 ETF | 58,015 | 21.11 | 4,313 | -0.19 | ||||
| 2025-08-27 | NP | PFSVX - PartnerSelect SBH 专注小价值基金机构类别 | 5,039 | 578 | ||||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 113,367 | 10.08 | 12,007 | 43.94 | ||||
| 2025-08-15 | NP | RVPIX - 罗伊斯小型公司成长基金机构级 | 36,500 | 7.35 | 4,184 | 69.67 | ||||
| 2025-06-27 | NP | DSCIX - 德纳小型股票基金机构类别股票 | 5,312 | 395 | ||||||
| 2025-08-04 | 13F | 翡翠共同基金顾问信托 | 182,066 | 31.29 | 20,872 | 107.50 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 316,629 | 39.70 | 36,298 | 120.78 | ||||
| 2025-08-13 | 13F | M&T银行公司 | 7,678 | 12.38 | 880 | 77.58 | ||||
| 2025-06-27 | NP | BIVIX - Invenomic 基金机构类别股票 | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 3 | 0 | ||||||
| 2025-08-14 | 13F | Df Dent & Co 公司 | 215,083 | 19.01 | 24,657 | 88.08 | ||||
| 2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 25,126 | 37.26 | 1,868 | 13.14 | ||||
| 2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 40,646 | 13.14 | 4,660 | 78.78 | ||||
| 2025-08-11 | 13F | 花旗集团 | 47,700 | 27.23 | 5,468 | 101.10 | ||||
| 2025-08-14 | 13F | Mpwm 咨询解决方案有限责任公司 | 557 | 4.31 | 64 | 65.79 | ||||
| 2025-07-25 | NP | ILDR - 第一信托创新领袖 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 | 3,771 | 399 | ||||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 216,023 | 8.52 | 24,765 | 71.51 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 154,186 | 4.53 | 17,676 | 65.20 | ||||
| 2025-08-07 | 13F | 塞拉海洋有限责任公司 | 50 | 6 | ||||||
| 2025-08-07 | 13F | Montag A & Associates 公司 | 21 | 50.00 | 2 | 100.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 | 9,853 | 86.47 | 1,130 | 194.78 | ||||
| 2025-06-27 | NP | PCSGX - PACE 中小型共同成长股权投资 P 类 | 13,119 | 277.74 | 975 | 236.21 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 2,767 | 317 | ||||||
| 2025-07-14 | 13F | 伽玛投资有限责任公司 | 305 | 43.19 | 35 | 126.67 | ||||
| 2025-08-14 | 13F | Xponance公司 | 2,095 | 240 | ||||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 1,547 | 164 | ||||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 2,677 | 162.71 | 307 | 319.18 | ||||
| 2025-08-15 | NP | PSC - 主要美国小盘多因素指数 ETF | 18,429 | 48.75 | 2,113 | 135.19 | ||||
| 2025-05-29 | NP | SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 | 167 | 3.09 | 12 | -42.86 | ||||
| 2025-08-11 | 13F | 信托银行 | 3,156 | 362 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 175 | 116.05 | 19 | 260.00 | ||||
| 2025-08-11 | 13F | 罗伊斯联合有限责任公司 | 205,216 | 2.50 | 23,526 | 61.98 | ||||
| 2025-07-16 | 13F | 签名有限责任公司 | 34 | 25.93 | 4 | 200.00 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 3,966 | 16.30 | 455 | 83.81 |
