机构和基金投资人持股 - 买家
在永远报价公司中开设新头寸的主要持有者包括 HFCGX - 轩尼诗基石成长基金投资者类别, 帕瑟顾问公司, 五大湖顾问有限公司, 地平线投资服务有限责任公司, 韦克菲尔德资产管理有限责任公司, 波伦资本管理有限公司, 财富增值咨询服务有限公司, PSC - 主要美国小盘多因素指数 ETF, CenterBook 合作伙伴有限责任公司, 萨凡特资本有限责任公司, FESM - 富达增强型小型股 ETF, ONEQ - 富达纳斯达克综合指数跟踪股票, JPSE - 摩根大通多元化回报美国小盘股 ETF, 催化剂基金管理有限公司, 诚信合作伙伴有限责任公司, BFOR - 巴伦 400 ETF, FSGS - 小型股美国股票精选 ETF, SPCSX - Sterling Capital 行为小盘价值股票基金机构股, 卡皮塔罗投资有限公司, 和 水手有限责任公司 .
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。
升级以解锁高级数据。
| 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 5,595 | 8.18 | 135 | 0.00 | ||||
| 2025-08-13 | 13F | 安大略省医疗保健养老金计划信托基金 | 49,000 | 1,185 | ||||||
| 2025-07-29 | NP | SSMAX - Siit 中小盘股票基金 - A 类 | 46,930 | 10.27 | 1,082 | -5.51 | ||||
| 2025-06-24 | NP | JPSE - 摩根大通多元化回报美国小盘股 ETF | 15,486 | 368 | ||||||
| 2025-08-12 | 13F | 恒线顾问公司 | 42,372 | 20.07 | 1,025 | 10.82 | ||||
| 2025-08-12 | 13F | 埃塞克斯投资管理有限公司 | 234,677 | 40.58 | 5,674 | 29.81 | ||||
| 2025-08-06 | 13F | 基石投资伙伴有限责任公司 | 8,603 | 0.03 | 208 | -7.56 | ||||
| 2025-08-04 | 13F | 翡翠共同基金顾问信托 | 362,967 | 13.39 | 8,777 | 4.69 | ||||
| 2025-08-27 | NP | SPCSX - Sterling Capital 行为小盘价值股票基金机构股 | 11,840 | 286 | ||||||
| 2025-08-14 | 13F | 制造商人寿保险公司 | 9,938 | 10.71 | 240 | 2.13 | ||||
| 2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 675,352 | 1.35 | 16,330 | -6.42 | ||||
| 2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 13,146 | 3.63 | 318 | -4.52 | ||||
| 2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 1,032 | 28.68 | 25 | 33.33 | ||||
| 2025-06-25 | NP | FCOM - 富达 MSCI 通信服务指数 ETF This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31,166 | 3.84 | 740 | 21.95 | ||||
| 2025-08-14 | 13F | 曼氏集团 | 45,905 | 1,110 | ||||||
| 2025-08-25 | NP | SQLV - Legg Mason 小型股优质价值 ETF | 1,911 | 46 | ||||||
| 2025-08-14 | 13F | 都铎投资公司等 | 178,591 | 0.41 | 4,318 | -7.30 | ||||
| 2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 26,933 | 3.18 | 639 | 21.25 | ||||
| 2025-08-13 | 13F | Centiva 资本有限合伙人 | 30,128 | 72.27 | 728 | 58.95 | ||||
| 2025-08-06 | 13F | 真实财富设计有限责任公司 | 262 | 40.86 | 6 | 50.00 | ||||
| 2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 16,145 | 14.51 | 390 | 5.69 | ||||
| 2025-08-26 | NP | NVSOX - 富国银行纪律小盘基金管理员班 | 17,328 | 25.17 | 419 | 15.47 | ||||
| 2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 12,400 | 301 | |||||
| 2025-08-14 | 13F | Polymer资本管理（美国）有限责任公司 | 9,158 | 221 | ||||||
| 2025-08-12 | 13F | 催化剂基金管理有限公司 | 14,000 | 339 | ||||||
| 2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 827,850 | 3.90 | 20,017 | -4.08 | ||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Total 美国股市指数基金投资者 A | 2,540 | 107.52 | 60 | 150.00 | ||||
| 2025-08-14 | 13F | 哥谭资产管理有限公司 | 60,377 | 34.37 | 1,460 | 24.06 | ||||
| 2025-05-05 | 13F | 林布鲁克资本有限公司 | 46 | 1 | ||||||
| 2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 47,445 | 9.53 | 1,147 | 1.15 | ||||
| 2025-06-26 | NP | TSMOX - TIAA-CREF 量化小型/中型股票基金退休类别 | 99,200 | 2.20 | 2,355 | 74.83 | ||||
| 2025-08-08 | 13F | Pnc 金融服务集团公司 | 69 | 2 | ||||||
| 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 | 9,187 | 212 | ||||||
| 2025-07-29 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 24,607 | 11.97 | 567 | -3.90 | ||||
| 2025-08-14 | 13F | 法国巴黎银行套利公司 | 48,701 | 22.47 | 1,178 | 13.06 | ||||
| 2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 33 | 10.00 | 1 | |||||
| 2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 32,471 | 43.72 | 785 | 32.83 | ||||
| 2025-08-26 | 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 | 11,966 | 289 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 17,334 | 43.99 | 419 | 33.02 | ||||
| 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 | 146,684 | 1.03 | 3,381 | -13.35 | ||||
| 2025-08-13 | 13F | 麦肯齐金融公司 | 68,867 | 16.01 | 1,665 | 7.14 | ||||
| 2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 97,498 | 372.03 | 2,358 | 336.48 | ||||
| 2025-08-25 | NP | GENIX - Gotham 增强回报基金机构类别 | 3,550 | 31.29 | 86 | 21.43 | ||||
| 2025-05-29 | NP | CPAI - Counterpoint 量化股票 ETF | 48,966 | 1,282 | ||||||
| 2025-08-13 | 13F | 布朗咨询公司 | 67,109 | 0.09 | 1,623 | -7.58 | ||||
| 2025-08-11 | 13F | Mach-1 金融集团有限公司 | 13,465 | 22.40 | 326 | 12.85 | ||||
| 2025-08-08 | 13F | 等投资顾问公司 | 16,204 | 4.35 | 392 | -3.69 | ||||
| 2025-08-05 | 13F | 西格玛规划公司 | 34,517 | 212.51 | 835 | 188.58 | ||||
| 2025-08-04 | 13F | 俄亥俄州 | 19,800 | 17.16 | 479 | 8.14 | ||||
| 2025-08-14 | 13F | 弗默尔有限公司 | 23,848 | 215.74 | 577 | 192.39 | ||||
| 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 | 15,500 | 357 | ||||||
| 2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 575 | 14 | ||||||
| 2025-08-26 | NP | AZBAX - AllianzGI 小盘基金 A 类 | 27,763 | 152.39 | 671 | 132.99 | ||||
| 2025-08-12 | 13F | 富兰克林资源公司 | 105,403 | 2.97 | 2,549 | -4.93 | ||||
| 2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 6,268 | 23.14 | 152 | 13.53 | ||||
| 2025-08-26 | NP | Profunds - Profund 超小型股副总裁 | 96 | 5.49 | 2 | 0.00 | ||||
| 2025-08-28 | NP | QCSTRX - 股票账户类别 R1 | 122,710 | 28.75 | 2,967 | 18.87 | ||||
| 2025-08-11 | 13F | Martingale 资产管理公司 | 27,295 | 660 | ||||||
| 2025-06-27 | NP | PCSGX - PACE 中小型共同成长股权投资 P 类 | 17,877 | 256.47 | 424 | 319.80 | ||||
| 2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 140 | 10.24 | 3 | 0.00 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 31,770 | 9.97 | 768 | 1.59 | ||||
| 2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 64 | 8.47 | 2 | 0.00 | ||||
| 2025-08-28 | NP | IWC - iShares 微型股 ETF | 61,466 | 9.68 | 1,486 | 1.30 | ||||
| 2025-08-19 | 13F | 怀俄明州 | 16,058 | 107.15 | 388 | 91.13 | ||||
| 2025-08-14 | 13F | 加州教师退休制度 | 42,727 | 72.42 | 1,033 | 59.17 | ||||
| 2025-08-14 | 13F | 采石场LP | 2,048 | 130.37 | 50 | 113.04 | ||||
| 2025-07-24 | 13F | IFP 顾问公司 | 416 | 197.14 | 10 | 233.33 | ||||
| 2025-06-27 | NP | CTOGX - Calamos Timpani SMID 成长基金 R6 级 | 9,290 | 10.27 | 221 | 0.46 | ||||
| 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 | 2,569 | 22.39 | 62 | 14.81 | ||||
| 2025-07-09 | 13F | 万通信托公司 Fsb/adv | 46 | 1 | ||||||
| 2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 377 | 18,750.00 | 9 | |||||
| 2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 122,613 | 1.25 | 2,965 | -6.53 | ||||
| 2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 239,440 | 6.83 | 5,790 | -1.36 | ||||
| 2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 981 | 8,075.00 | 23 | |||||
| 2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 5,278 | 8.65 | 128 | 0.00 | ||||
| 2025-08-14 | 13F | 第一集团贸易有限公司 | 876 | 21 | ||||||
| 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 | 7,634 | 181 | ||||||
| 2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 66,244 | 13.89 | 2 | 0.00 | ||||
| 2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 17 | 0 | ||||||
| 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 | 72,890 | 25.68 | 1,730 | 47.74 | ||||
| 2025-07-23 | 13F | Klp资本管理公司 | 14,200 | 215.56 | 343 | 193.16 | ||||
| 2025-07-25 | 13F | 奥泉环球投资控股有限公司 | 347,265 | 42.68 | 8,480 | 31.19 | ||||
| 2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 5,485 | 70.93 | 133 | 57.14 | ||||
| 2025-08-13 | 13F | 波伦资本管理有限公司 | 28,806 | 697 | ||||||
| 2025-08-08 | 13F | 美国信安金融集团 | 19,306 | 467 | ||||||
| 2025-08-04 | 13F | 翡翠顾问有限公司 | 619,585 | 39.64 | 14,982 | 28.92 | ||||
| 2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 107 | 9.18 | 3 | 100.00 | ||||
| 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 | 12,194 | 5.80 | 289 | 24.57 | ||||
| 2025-07-28 | NP | AVSBX - Avantis 美国小型股股票基金 G 类 | 3,108 | 125.22 | 72 | 91.89 | ||||
| 2025-08-15 | NP | PSC - 主要美国小盘多因素指数 ETF | 17,359 | 420 | ||||||
| 2025-08-14 | 13F | 德肖公司 | 110,594 | 176.43 | 2,674 | 155.40 | ||||
| 2025-08-14 | 13F | Globeflex资本有限公司 | 8,173 | 5,954.07 | 198 | 9,750.00 | ||||
| 2025-08-08 | 13F | 拉森金融集团有限责任公司 | 35 | 40.00 | 1 | |||||
| 2025-08-13 | 13F | 托罗纳多合作伙伴有限责任公司 | 531,884 | 14.73 | 12,861 | 5.91 | ||||
| 2025-08-12 | 13F | 保德信金融公司 | 124,354 | 50.41 | 3,007 | 38.85 | ||||
| 2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 1,380 | 1.62 | 33 | -5.71 | ||||
| 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 | 3,582 | 12.50 | 87 | 3.61 | ||||
| 2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 13,012 | 315 | ||||||
| 2025-09-04 | 13F/A | 顾问集团控股公司 | 483 | 2,583.33 | 12 | |||||
| 2025-08-15 | 13F | 塔尔研究资本有限责任公司（TRC） | 3,259 | 271.18 | 79 | 254.55 | ||||
| 2025-08-11 | 13F | 环球保险及服务有限公司 | 20,277 | 20.52 | 490 | 11.36 | ||||
| 2025-08-14 | 13F | 千禧管理有限公司 | 487,365 | 8.88 | 11,784 | 0.52 | ||||
| 2025-08-11 | 13F | 阿尔卑斯顾问公司 | 12,967 | 1.23 | 314 | -6.57 | ||||
| 2025-08-25 | NP | GONIX - Gotham 中性基金机构类 | 5,150 | 25.09 | 125 | 15.89 | ||||
| 2025-08-14 | 13F | 美国银行 /de/ | 475,166 | 38.01 | 11,490 | 27.41 | ||||
| 2025-08-14 | 13F/A | 巴克莱银行 | 75,379 | 38.01 | 2 | 0.00 | ||||
| 2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 695 | 51.09 | 17 | 33.33 | ||||
| 2025-08-15 | 13F | 田纳西州财政部 | 6,310 | 153 | ||||||
| 2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 3,528 | 25.82 | 84 | 48.21 | ||||
| 2025-08-12 | 13F | Legal & General 集团有限公司 | 23,525 | 7.83 | 569 | -0.53 | ||||
| 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 | 549 | 5.78 | 13 | 0.00 | ||||
| 2025-08-13 | 13F | 箭街资本有限合伙企业 | 700,976 | 6.76 | 16,950 | -1.44 | ||||
| 2025-08-08 | 13F | 哈特兰有限公司 | 1,007 | 24 | ||||||
| 2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 1,918 | 12.36 | 46 | 4.55 | ||||
| 2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 9,942 | 23.30 | 240 | 13.74 | ||||
| 2025-08-05 | 13F | 纽约梅隆银行 | 71,492 | 4.58 | 1,729 | -3.46 | ||||
| 2025-08-12 | 13F | 希尔斯代尔投资管理公司 | 234,300 | 7.92 | 5,665 | -0.35 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 4,431 | 12.49 | 107 | 3.88 | ||||
| 2025-06-26 | NP | DFUS - 维度美国股票 ETF | 26,497 | 418.53 | 629 | 510.68 | ||||
| 2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 17,345 | 419 | ||||||
| 2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 866,481 | 1.20 | 21 | -9.09 | ||||
| 2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,027 | 24 | ||||||
| 2025-08-11 | 13F | 五大湖顾问有限公司 | 158,275 | 3,827 | ||||||
| 2025-08-19 | 13F | 新桥金融服务集团有限公司 | 445 | 11 | ||||||
| 2025-06-26 | NP | HFCGX - 轩尼诗基石成长基金投资者类别 | 320,000 | 7,597 | ||||||
| 2025-08-12 | 13F | 动态技术实验室私人有限公司 | 30,030 | 726 | ||||||
| 2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 7,406 | 12.78 | 179 | 4.68 | ||||
| 2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
| 2025-08-14 | 13F | Qube研究与技术有限公司 | 800,114 | 27.34 | 19,347 | 17.57 | ||||
| 2025-07-24 | 13F | 美国合众银行\de\ | 69 | 1,050.00 | 2 | |||||
| 2025-08-06 | 13F | 地平线投资服务有限责任公司 | 41,265 | 998 | ||||||
| 2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 15,143 | 5.17 | 359 | 23.79 | ||||
| 2025-08-14 | 13F | 塞伊投资公司 | 146,454 | 1.29 | 3,541 | -6.47 | ||||
| 2025-08-01 | 13F | 德克萨斯州教师退休制度 | 54,318 | 1.78 | 1,313 | -6.01 | ||||
| 2025-08-28 | NP | SFLO - VictoryShares 小盘股自由现金流 ETF | 44,503 | 110.23 | 1,076 | 94.22 | ||||
| 2025-08-12 | 13F | MAI资本管理 | 52 | 1 | ||||||
| 2025-07-30 | NP | BFOR - 巴伦 400 ETF | 12,967 | 299 | ||||||
| 2025-07-25 | 13F | CWM有限公司 | 27,354 | 115.37 | 1 | |||||
| 2025-08-13 | 13F | 期权解决方案有限公司 | 28,806 | 49.39 | 697 | 38.10 | ||||
| 2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 1,820 | 42 | ||||||
| 2025-08-13 | 13F | 雅各布斯资产管理有限公司 | 209,410 | 11.69 | 5,064 | 3.12 | ||||
| 2025-07-22 | 13F | Gsa资本合伙公司 | 51,206 | 308.41 | 1 | |||||
| 2025-08-14 | 13F | 两西格码投资有限合伙人 | 142,292 | 27.48 | 3,441 | 17.69 | ||||
| 2025-08-13 | 13F | 斑眼贸易有限责任公司 | Call | 12,600 | 121.05 | 305 | 104.03 | |||
| 2025-08-08 | 13F | 英泰投资管理有限公司 | 17,273 | 8.71 | 418 | 0.24 | ||||
| 2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 4,082 | 13.93 | 99 | 5.38 | ||||
| 2025-08-13 | 13F | 罗素投资集团有限公司 | 72,484 | 3.55 | 1,753 | -4.57 | ||||
| 2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 1,998 | 0.81 | 48 | -5.88 | ||||
| 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 | 19,100 | 2.69 | 462 | -5.34 | ||||
| 2025-08-14 | 13F | Aqr资本管理有限公司 | 655,615 | 95.13 | 15,853 | 80.16 | ||||
| 2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 63 | 10.53 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | S Squared 技术有限责任公司 | 50,000 | 1,209 | ||||||
| 2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 7,479 | 172 | ||||||
| 2025-08-04 | 13F | 资产标记公司 | 3 | 0 | ||||||
| 2025-08-14 | 13F | 道富银行 | 564,524 | 2.17 | 13,650 | -5.67 | ||||
| 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 | 9,016 | 165.18 | 214 | 409.52 | ||||
| 2025-08-05 | 13F | 韦克菲尔德资产管理有限责任公司 | 39,893 | 965 | ||||||
| 2025-08-11 | 13F | 先锋集团公司 | 2,077,610 | 4.13 | 50,237 | -3.86 | ||||
| 2025-08-08 | 13F | Geode资本管理有限公司 | 650,471 | 3.76 | 15,730 | -4.21 | ||||
| 2025-08-14 | 13F | 阿默普莱斯金融公司 | 98,120 | 2,371 | ||||||
| 2025-08-13 | 13F | 景顺有限公司 | 31,290 | 46.83 | 757 | 35.48 | ||||
| 2025-08-14 | 13F | 拉扎德资产管理公司 | 208,214 | 31.76 | 5 | 25.00 | ||||
| 2025-08-11 | 13F | 布朗兄弟哈里曼公司 | 204 | 5 | ||||||
| 2025-08-13 | 13F | 第一信托顾问有限公司 | 14,720 | 356 | ||||||
| 2025-08-27 | NP | VMNFX - 先锋市场中性基金投资者股票 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 | 10,106 | 39.72 | 244 | -12.54 | ||||
| 2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 987 | 677.17 | 24 | 666.67 | ||||
| 2025-08-14 | 13F | 布雷文·霍华德资本管理有限责任公司 | 16,537 | 111.01 | 400 | 94.63 | ||||
| 2025-08-26 | NP | IPSIX - Voya 指数加上小型股投资组合 I 类 | 7,011 | 3.56 | 170 | 25.19 | ||||
| 2025-08-25 | NP | Calvert Variable Products, Inc. - Calvert VP Russell 2000 小型股指数投资组合 - I 类 | 2,796 | 25.78 | 68 | 15.52 | ||||
| 2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 13,910 | 25.20 | 0 | |||||
| 2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 14,583 | 1,650.66 | 336 | 1,427.27 | ||||
| 2025-07-14 | 13F | 卡皮塔罗投资有限公司 | 10,933 | 264 | ||||||
| 2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 126,051 | 10.02 | 2,905 | -5.65 | ||||
| 2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 676 | 11,166.67 | 16 | |||||
| 2025-08-14 | 13F | 舍布鲁克公园顾问有限公司 | 15,849 | 383 | ||||||
| 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 | 93,037 | 39.62 | 2,209 | 64.04 | ||||
| 2025-08-12 | 13F | XTX Topco有限公司 | 23,648 | 572 | ||||||
| 2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 550 | 8.27 | 13 | 0.00 | ||||
| 2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 18,726 | 3.67 | 453 | -4.44 | ||||
| 2025-08-12 | 13F | 美洲投资伙伴公司 | 2,796 | 25.78 | 68 | 15.52 | ||||
| 2025-06-23 | NP | PPNMX - 小型股成长基金 I R-3 | 136,070 | 5,075.73 | 3,230 | 5,994.34 | ||||
| 2025-07-29 | NP | BPLSX - Boston Partners 机构多头/空头股票基金 | 13,967 | 27.69 | 322 | 9.18 | ||||
| 2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 379,543 | 9,177 | ||||||
| 2025-07-30 | NP | SMIZ - Zacks 中小型股 ETF | 16,351 | 4.82 | 377 | -10.26 | ||||
| 2025-07-21 | 13F | 轩尼诗顾问公司 | 420,600 | 171.35 | 10,170 | 232.57 | ||||
| 2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 3,908 | 120.67 | 93 | 162.86 | ||||
| 2025-08-14 | 13F | Peak6有限责任公司 | Call | 62,700 | 103.57 | 1,516 | 88.09 | |||
| 2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 12,694 | 9.91 | 307 | 1.32 | ||||
| 2025-06-25 | NP | HSPGX - Emerald Growth 基金 A 类 | 219,646 | 375.69 | 5,214 | 459.44 | ||||
| 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 | 1,367 | 7.47 | 33 | 0.00 | ||||
| 2025-08-12 | 13F | Nuveen有限责任公司 | 640,742 | 9.23 | 15,493 | 0.85 | ||||
| 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 | 1,432 | 33 | ||||||
| 2025-08-14 | 13F | Mml 投资者服务有限公司 | 11,727 | 0 | ||||||
| 2025-06-24 | NP | ESCKX - 1290 Essex 小盘成长基金 R 级 | 23,070 | 1.08 | 548 | 18.66 | ||||
| 2025-08-13 | 13F | 文艺复兴科技有限公司 | 689,587 | 20.77 | 16,674 | 11.50 | ||||
| 2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 26,433 | 15.43 | 609 | -0.98 | ||||
| 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 | 61,891 | 2.03 | 1,469 | 19.92 | ||||
| 2025-08-05 | 13F | 亨廷顿国家银行 | 40 | 21.21 | 1 | |||||
| 2025-08-11 | 13F | 综合量化投资有限责任公司 | 50,338 | 440.80 | 1,217 | 400.82 | ||||
| 2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 5,661 | 15.34 | 137 | 6.25 | ||||
| 2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
| 2025-08-13 | 13F | 汇丰控股有限公司 | 31,639 | 9.13 | 771 | 0.13 | ||||
| 2025-08-11 | 13F | 科维斯特有限公司 | 1,419 | 54.58 | 0 | |||||
| 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 | 18,521 | 18.60 | 448 | 9.29 | ||||
| 2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 11,906 | 45,692.31 | 288 | |||||
| 2025-08-14 | 13F | Point72（迪拜国际金融中心）有限公司 | 2,226 | 54 | ||||||
| 2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 32,800 | 156.25 | 793 | 136.72 | |||
| 2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 426,150 | 1.25 | 10,304 | -6.51 | ||||
| 2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 2,909 | 67 | ||||||
| 2025-07-10 | 13F | 财富增值咨询服务有限公司 | 18,550 | 455 | ||||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 8,306 | 1.90 | 201 | -6.10 | ||||
| 2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Put | 21,000 | 135.96 | 508 | 117.60 | |||
| 2025-08-28 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 29,557 | 5.72 | 715 | -2.46 | ||||
| 2025-06-27 | NP | CTSIX - Calamos Timpani 小盘成长基金 I 类 | 137,176 | 271.52 | 3,257 | 391.10 | ||||
| 2025-08-26 | NP | FLQS - 富兰克林 LibertyQ 美国小盘股 ETF | 1,748 | 39.39 | 42 | 31.25 | ||||
| 2025-08-08 | 13F | 创意策划 | 10,526 | 32.40 | 255 | 22.12 | ||||
| 2025-08-01 | 13F | Y-Intercept (香港) 有限公司 | 65,246 | 579.29 | 1,578 | 528.29 | ||||
| 2025-08-22 | NP | FESM - 富达增强型小型股 ETF | 16,215 | 392 | ||||||
| 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 | 33,651 | 299.18 | 776 | 242.92 | ||||
| 2025-08-11 | 13F | 美国信安证券公司 | 336 | 8 | ||||||
| 2025-07-31 | 13F | 一号资产管理有限公司 | 4,682 | 28.70 | 113 | 18.95 | ||||
| 2025-08-26 | NP | DMCRX - Driehaus 微型资本成长基金 | 61,858 | 6.34 | 1,496 | 21.94 | ||||
| 2025-07-25 | NP | BRSDX - MFS 混合研究小型股票基金 A | 99,621 | 0.53 | 2,296 | -13.78 | ||||
| 2025-08-14 | 13F | 瑞银集团 | 595,728 | 1.31 | 14,405 | -6.46 | ||||
| 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 | 5,085 | 22.44 | 121 | 44.58 | ||||
| 2025-07-31 | 13F | 林登托马斯咨询服务有限责任公司 | 8,684 | 5.50 | 210 | -2.79 | ||||
| 2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 4,198 | 10.59 | 102 | 2.02 | ||||
| 2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 13,577 | 231.07 | 322 | 292.68 | ||||
| 2025-08-28 | NP | SPGM - SPDR(R) 投资组合 MSCI 全球股票市场 ETF | 684 | 2.70 | 17 | -5.88 | ||||
| 2025-08-12 | 13F | LPL 金融有限责任公司 | 17,074 | 96.89 | 413 | 81.50 | ||||
| 2025-07-25 | 13F | 并发投资顾问有限公司 | 10,004 | 7.47 | 242 | -0.82 | ||||
| 2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 187 | 4 | ||||||
| 2025-08-12 | 13F | 美国世纪公司 | 86,469 | 146.77 | 2,091 | 127.92 | ||||
| 2025-08-12 | 13F | 贝莱德公司 | 3,387,462 | 0.26 | 81,909 | -7.43 | ||||
| 2025-08-14 | 13F | Ieq资本有限公司 | 69,130 | 144.28 | 1,672 | 125.51 | ||||
| 2025-07-09 | 13F | 帕拉斯资本顾问有限责任公司 | 9,196 | 222 | ||||||
| 2025-08-15 | 13F | 财富合作有限责任公司 | 51 | 1 | ||||||
| 2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 38 | 8.57 | 1 | |||||
| 2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 615 | 134.73 | 15 | 133.33 | ||||
| 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 | 13,551 | 1,248.36 | 312 | 1,200.00 | ||||
| 2025-08-12 | 13F | 帕瑟顾问公司 | 169,260 | 4,093 | ||||||
| 2025-08-25 | NP | GARIX - Gotham 绝对回报基金机构级 | 26,721 | 58.83 | 646 | 46.82 | ||||
| 2025-08-14 | 13F | 沃亚投资管理有限公司 | 14,524 | 351 | ||||||
| 2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 2,853 | 2.55 | 68 | 19.64 | ||||
| 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 | 39,384 | 12.69 | 908 | -3.41 | ||||
| 2025-07-31 | 13F | 尼萨投资顾问有限公司 | 475 | 172.99 | 11 | 175.00 | ||||
| 2025-08-14 | 13F | 高盛集团公司 | 276,800 | 77.31 | 6,693 | 63.72 | ||||
| 2025-08-06 | 13F | 萨凡特资本有限责任公司 | 16,927 | 409 | ||||||
| 2025-08-14 | 13F | 水手有限责任公司 | 9,492 | 230 | ||||||
| 2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 70 | 40.00 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Trexquant 投资有限责任公司 | 249,298 | 11.88 | 6,028 | 3.29 | ||||
| 2025-08-12 | 13F | 嘉信理财投资管理公司 | 257,518 | 3.89 | 6,227 | -4.08 | ||||
| 2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 | 5,735 | 25.41 | 139 | 15.97 | ||||
| 2025-07-30 | 13F | 战略蓝图有限责任公司 | 9,622 | 2.68 | 233 | -5.31 | ||||
| 2025-08-14 | 13F | 骏利亨德森集团有限公司 | 152,130 | 1,136.83 | 3,679 | 1,014.55 | ||||
| 2025-08-26 | NP | 简化交易所交易基金 - 简化派珀桑德勒小型股 ETF | 732 | 18 | ||||||
| 2025-08-12 | 13F | 扎克斯投资管理公司 | 61,664 | 1.22 | 1,491 | -6.52 | ||||
| 2025-08-28 | NP | SEIS – SEI 精选小型股 ETF | 13,836 | 11.91 | 335 | 3.41 | ||||
| 2025-08-14 | 13F | 威斯康星州投资委员会 | 239,670 | 18.55 | 5,795 | 9.46 | ||||
| 2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 35,852 | 23.56 | 867 | 14.10 | ||||
| 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 | 254,930 | 1.88 | 6,052 | 19.75 | ||||
| 2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 5,310 | 26.13 | 128 | 16.36 | ||||
| 2025-08-01 | 13F | Envestnet资产管理公司 | 45,146 | 20.29 | 1,092 | 11.10 |
