APPF 机构投资人持股, 买家

机构和基金投资人持股 - 买家

在AppFolio 公司中开设新头寸的主要持有者包括喀里多尼亚（私人）投资有限公司, PRNHX - T. Rowe Price 新视野基金公司, 周大福资本管理有限合伙人, WBSNX - William Blair 小盘成长基金 N 类, TRPWX - TIAA-CREF 机构级中型成长基金, FMCDX - 富达顾问选股中盘基金 A 类, FCTDX - 战略顾问富达美国总股票基金, 斯坦利拉曼集团有限公司, PPNMX - 小型股成长基金 I R-3, 爱格夫管理有限公司, 金路德资本管理公司, BTAL - AGFiQ 美国市场中性反贝塔基金, 红木投资管理有限公司, 瑞索纳资产管理有限公司, TBDAX - PGIM JENNISON 多元化增长基金 A 类, 布雷文·霍华德资本管理有限责任公司, LKSMX - LKCM 中小型股票基金, Mach-1 金融集团有限公司, 全国共同基金 - 全国美国 130/30 股票投资组合 R6 级, 和指数基金顾问公司 .

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	股份	Δ 股份 (%)	报告价值 ($1000)	Δ 价值 (%)
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司	Call	43,100	32.62	9,925	38.89
2025-03-28	NP	JMOM - 摩根大通美国动量因子 ETF		4,698	7.78	1,099	21.19
2025-08-29	NP	STXM-Strive 中型股 ETF		101	4.12	23	9.52
2025-08-13	13F	挪威银行		149,491		34,425
2025-06-27	NP	SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级		3,916	6.76	809	-5.72
2025-08-14	13F	长行管理有限责任公司		276,325	78.50	63,632	86.93
2025-08-26	NP	XOVR - ERShares Entrepreneur 30 ETF		26,951	1.56	6,206	6.36
2025-08-14	13F	普莱斯 T Rowe Associates Inc /md/		454,478	731.77	105	766.67
2025-07-29	NP	SFYX - SoFi Next 500 ETF		408	2.26	86	1.18
2025-08-06	13F	法国巴黎银行资产管理控股公司		225		0
2025-08-11	13F	Mach-1 金融集团有限公司		3,488		803
2025-07-08	13F	战略倡导者有限责任公司		1,088	9.90	251	15.21
2025-08-14	13F	萨斯奎哈纳国际集团有限责任公司		6,753		1,555
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		10,618	2.60	2,193	-9.42
2025-05-30	NP	QMID - WisdomTree 美国中型优质增长基金		44	2.33	10	-10.00
2025-07-29	NP	EBI-长景优势ETF		224	22,300.00	47
2025-06-26	NP	DFAS - 维度美国小型股 ETF		42,314	22.83	8,739	8.45
2025-08-14	13F	第一集团贸易有限公司	Put	2,100		484
2025-08-20	NP	RUSC - 美国小型股主动型股票ETF		267		61
2025-08-14	13F	第一集团贸易有限公司	Call	500		115
2025-08-07	13F	金路德资本管理公司		7,744		1,783
2025-08-20	NP	QHFRX - AQR MS Fusion HV 基金 R6 类	Short	-141		-32
2025-07-10	13F	奥利弗·拉戈尔·万万林投资集团		409		90
2025-06-26	NP	DCOR - 维度美国核心股票 1 ETF		770	20.31	159	6.71
2025-08-08	13F	美国信安金融集团		832,891	107.24	191,806	117.04
2025-07-23	NP	CFSLX - 专栏小型股基金		12,956	4.72	2,736	3.09
2025-08-14	13F	千禧管理有限公司		52,285	189.59	12,040	203.27
2025-07-29	13F	斯坦利拉曼集团有限公司		25,615		5,899
2025-08-15	13F	田纳西州财政部		10,923	22.41	2,515	28.19
2025-08-29	NP	JAFEX - 总股票市场指数信托资产净值		386	4.61	89	8.64
2025-06-23	NP	MGPIX - 中型成长型深度基金投资者类别		82	49.09	17	33.33
2025-08-13	13F	贝尔德金融集团有限公司		2,530	15.68	583	21.25
2025-06-23	NP	PPNMX - 小型股成长基金 I R-3		20,490		4,232
2025-08-20	NP	WSMNX - William Blair 中小型成长基金 N 类		94,000	33.52	21,646	39.83
2025-07-29	NP	IVOO - Vanguard S&P Mid-Cap 400 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		34,554	6.60	7,297	4.93
2025-08-13	13F	西北互助财富管理公司		129	21.70	30	26.09
2025-08-12	13F	全球退休合作伙伴有限责任公司		51	6.25	12	0.00
2025-08-29	NP	BIASX - Brown Advisory 小型成长基金投资者股票		42,564	41.72	9,802	48.41
2025-04-25	NP	VFMF - Vanguard 美国多因素 ETF 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		605	4.49	130	81.69
2025-08-06	13F	瑞索纳资产管理有限公司		4,203		968
2025-07-29	NP	VRGWX - Vanguard Russell 1000 增长指数基金机构股票 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		28,003	5.88	5,913	4.25
2025-05-15	13F/A	Orion 投资组合解决方案有限责任公司		13,757	81.11	3,025	61.42
2025-06-26	NP	ASGTX - 泛美小型股成长 A		10,310	4.09	2,129	-8.07
2025-08-14	13F	红木投资管理有限公司		5,967		1
2025-08-14	13F	雷蒙德詹姆斯金融公司		94,155	2.66	21,682	7.51
2025-08-27	NP	Brighthouse Funds Trust II - T.Rowe Price 小盘成长投资组合 A 类		22,274	141.11	5,129	135.92
2025-06-25	NP	RECS - 哥伦比亚研究增强型核心 ETF		1,228	45.33	254	28.43
2025-06-17	NP	MMSMX - 多管理人美国小型股票基金 P 类股票		5,852		1,209
2025-08-14	13F	TFJ 管理有限责任公司		34,030	52.79	7,836	60.02
2025-08-11	13F	阿尔卑斯顾问公司		1,680	1.20	387	5.75
2025-07-29	13F	威廉·布莱尔投资管理有限公司		733,428	73.55	168,894	81.75
2025-07-29	NP	SLPAX - Siit 小盘基金 - A 类		1,190	16.67	251	15.14
2025-08-14	13F	凯普斯通投资顾问有限公司		1,031		237
2025-06-26	NP	DFAC - 维度美国核心股票 2 ETF		29,570	34.20	6,107	18.49
2025-07-28	NP	EQAL - Invesco Russell 1000 等权重 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		1,942	21.45	410	19.88
2025-08-08	13F	乌龟投资管理有限公司		1		0
2025-07-10	13F	交易所交易概念有限公司		500	7.76	115	12.75
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		2,788	99.29	576	75.84
2025-08-08	13F	Geode资本管理有限公司		438,522	0.33	100,999	5.06
2025-08-14	13F	桥前资本有限责任公司		1,432		330
2025-07-22	13F	HFM投资顾问有限责任公司		2	100.00	0
2025-08-14	13F	Melqart资产管理（英国）有限公司		16,832	23.47	3,876	29.33
2025-07-15	13F	LVZ 顾问公司		2,442	0.21	562	5.05
2025-08-28	NP	ITOT - iShares Core S&P Total 美国股票市场 ETF 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		27,009	2.93	6,220	7.78
2025-08-12	13F	嘉信理财投资管理公司		159,670	0.08	36,769	4.80
2025-08-15	13F	摩根士丹利		375,436	40.50	86,456	47.13
2025-07-25	NP	NTIAX - 哥伦比亚中盘指数基金 A 类		19,805	1.50	4,182	-0.07
2025-08-13	13F	M&T银行公司		5,842	5.66	1,345	10.70
2025-06-18	NP	REBYX - 美国小盘Y类股票基金		9,353	111.32	1,932	86.57
2025-05-14	13F	朝圣者伙伴亚洲私人有限公司		220		48
2025-08-13	13F	双峰财富顾问有限责任公司		15		4
2025-06-23	NP	MDPIX - 中型深度投资者类别		86	24.64	18	6.25
2025-03-31	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		5,397	41.28	1,262	58.94
2025-08-14	13F	CoreCap 顾问有限责任公司		35	20.69	8	33.33
2025-07-29	NP	PREFX - T. Rowe Price 节税股票基金 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		1,000	11.11	211	9.33
2025-06-18	NP	全国共同基金 - 全国美国 130/30 股票投资组合 R6 级		3,452		713
2025-06-24	NP	创新者 ETF 信托 - 创新者美国小型股管理式 ETF		241	59.60	50	40.00
2025-08-08	13F	木星资产管理有限公司		28,760	134.99	6,623	146.08
2025-06-24	NP	BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF		7,666	11.49	1,583	-1.55
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		1,227	7.63	283	12.80
2025-03-28	NP	HAPS - 港湾企业文化小型股 ETF		4,227	17.35	989	32.09
2025-05-30	NP	LQPE - PEO AlphaQuest(TM) 主题 PE ETF		1,086		239
2025-08-27	NP	PGOAX - PGIM JENNISON 小型公司基金 A 类		64,945	50.52	14,956	57.62
2025-04-28	NP	VUSE - Vident 核心美国股票基金		4,310	6.95	924	-9.59
2025-07-29	NP	VRNIX - Vanguard Russell 1000 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		3,564	7.16	753	5.47
2025-06-23	NP	PMBMX - 中型股基金 (又名中型股混合基金) R-3		401,191	302.64	82,854	255.50
2025-08-06	NP	林肯可变保险产品信托 - LVIP 混合中型波动性管理基金标准级		2,936	56.59	676	64.08
2025-08-27	NP	JNL 系列信托 - JNL/Mellon 信息技术行业基金 (A)		34,878	65.98	8,032	73.83
2025-08-26	NP	PEXMX - T. Rowe Price 扩展股票市场指数基金 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,793	19.13	873	24.71
2025-08-14	13F	Aster 资本管理（DIFC）有限公司		684	98.84	158	115.07
2025-08-05	13F	布莱斯角资本有限责任公司		2,178		502
2025-08-13	13F	周大福资本管理有限合伙人		61,253		14,105
2025-08-28	NP	新时代阿尔法基金信托 - NAA 中期成长基金机构类		1,548	2.93	356	7.88
2025-07-29	NP	CLSE - 融合多/空股票 ETF	Short	-4,354	-32.52	-919	-33.55
2025-08-07	13F	Zions Bancorporation，全国协会 /ut/		6,766	16.78	1,558	22.29
2025-04-29	NP	SVYAX - SIIT 美国管理波动性基金 - A 类		1,455	120.79	312	108.00
2025-08-04	13F	尖峰财富管理		4		1
2025-08-25	NP	PRINCIPAL VARIABLE CONTRACTS FUNDS INC - 中型股账户 1 类		12,761	119.00	2,939	129.35
2025-03-27	NP	PTMC - Pacer Trendpilot 美国中盘 ETF		3,362	7.17	786	13.26
2025-06-26	NP	TRPWX - TIAA-CREF 机构级中型成长基金		43,210		8,924
2025-08-14	13F	Smartleaf资产管理有限责任公司		608	18.52	138	22.12
2025-07-30	NP	PTEC - Global X PropTech ETF		384	23.47	81	22.73
2025-08-04	13F	阿特里亚投资有限公司		3,830	4.87	882	9.71
2025-07-15	13F	毅力家族办公室有限责任公司		15		3
2025-03-31	NP	PDAVX - PineBridge动态资产配置基金投资者服务股票		156	38.05	36	56.52
2025-04-29	NP	SSCYX - 小资本投资组合 A 类		244	8.44	52	-8.77
2025-08-14	13F	瑞银集团		101,781	45.25	23,438	52.12
2025-08-28	NP	ONEO - SPDR Russell 1000 动量焦点 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		210	85.84	48	100.00
2025-08-13	13F	Natixis 顾问有限公司		33,964	41.75	8	40.00
2025-08-13	13F	布朗咨询公司		222,889	76.31	51,327	84.63
2025-08-14	13F	简街集团有限责任公司	Call	22,400	49.33	5,158	56.40
2025-07-30	13F	Deka银行德意志Girozentrale		1,523	57.99	0
2025-08-15	13F	肯辛顿投资顾问有限责任公司		900		207
2025-08-20	NP	QRPNX - AQR 另类风险溢价基金 N 级	Short	-1,381	7.64	-318	12.77
2025-08-08	13F	哈特兰有限公司		247	128.70	57	143.48
2025-08-14	13F	美国银行 /de/		140,505	3.06	32,355	7.92
2025-08-26	NP	IUSG - iShares 核心标普美国增长 ETF 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		18,191	1.98	4,189	6.81
2025-08-28	NP	新时代阿尔法可变基金信托 - NAA 中期增长系列		3,593	13.20	827	18.65
2025-06-26	NP	FSPGX - 富达大盘成长指数基金 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		26,878	8.30	5,551	-4.39
2025-04-29	NP	ORSIX - NORTH SQUARE 动态小盘基金 I 类		13,131	13.58	2,817	-3.99
2025-08-14	13F	Optiver控股有限公司		19		4
2025-08-25	NP	MAINSTAY VP 基金信托 - MainStay VP Eagle 小型股成长投资组合初始类别		9,262	98.20	2,133	107.59
2025-07-21	13F	克伦威尔控股有限公司		1		0
2025-05-15	13F	德克萨斯州永久学校基金		9,559		1,974
2025-06-25	NP	IQSM - IQ Candriam ESG 美国中型股票 ETF		2,387		493
2025-08-08	13F	英泰投资管理有限公司		8,415		1,938
2025-08-26	NP	PRNHX - T. Rowe Price 新视野基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		107,485		24,752
2025-08-26	NP	IRGJX - Voya RussellTM 中盘成长指数投资组合 I 类		7,184	4.36	1,654	9.32
2025-07-11	13F	阿塞纳贡资产管理公司		6,923		1,594
2025-08-12	13F	维度基金顾问有限公司		266,040	6.87	61,262	11.91
2025-08-27	NP	高级系列信托 - Ast Prudential Growth Allocation Portfolio		821	39.39	189	46.51
2025-08-08	13F	Pnc 金融服务集团公司		2,202	18.58	507	24.26
2025-08-11	13F	新时代阿尔法顾问有限责任公司		5,141	9.90	1,184	15.08
2025-08-26	NP	GFSYX - 机构战略另类基金				-267	-1,670.59
2025-08-08	13F	大西洋信托有限责任公司		9		2
2025-08-27	NP	高级系列信托 - Ast 小型成长型投资组合		2,242	18.88	516	24.64
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		29,600		6,251
2025-08-14	13F	缓存顾问有限责任公司		883		203
2025-07-31	13F	奎斯特合作伙伴有限责任公司		1,408	60.00	324	67.88
2025-06-26	NP	JHMM - 约翰汉考克多因素中型 ETF		10,860	21.03	2,243	6.86
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		127,042	1.03	26,827	-0.54
2025-08-14	13F	立体派系统策略有限责任公司	Call	1,400		322
2025-08-22	NP	CVLC - Calvert 美国大盘核心责任指数 ETF		227	6.57	52	13.04
2025-08-11	13F	科维斯特有限公司		1,093	5.81	0
2025-06-25	NP	WMLIX - 威尔明顿大盘策略基金 I 类股票		200		41
2025-06-26	NP	FULVX - 富达美国低波动股票基金		600		124
2025-08-13	13F	马歇尔·韦斯律师事务所		57,429	2,568.63	13,225	2,695.77
2025-08-29	NP	QSML - WisdomTree 美国小型股优质增长基金		249		57
2025-06-26	NP	FHOFX - 富达系列大盘成长指数基金 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		1,506	22.64	311	8.36
2025-08-07	13F	ProShare 顾问有限责任公司		1,078	3.55	248	8.77
2025-07-28	13F	纽约州教师退休制度		8,940	1.90	2	100.00
2025-08-20	NP	LKSMX - LKCM 中小型股票基金		3,551		818
2025-08-14	13F	内洛尔资本管理有限责任公司		506,892	25.86	116,727	31.80
2025-08-06	13F	第一地平线顾问公司		564	1.81	130	6.61
2025-07-22	NP	GGUS - 高盛 MarketBeta(R) 罗素 1000 成长股票 ETF		294	7.69	62	6.90
2025-08-14	13F	维维恩基金管理有限责任公司		35,298	254.26	8,128	270.97
2025-04-29	NP	SMIZ - Zacks 中小型股 ETF		2,037	36.62	437	15.34
2025-08-11	13F	美国信安证券公司		391	551.67	90	542.86
2025-08-15	NP	Guardian 可变产品信托 - Guardian 大盘基本增长 VIP 基金		395	25.40	91	30.43
2025-06-20	NP	JMID - Janus Henderson 中型股成长阿尔法 ETF		260		54
2025-08-27	NP	TRANSAMERICA 系列信托 - Transamerica T. Rowe Price 小盘股副总裁初始		12,788	148.65	2,945	143.31
2025-08-14	13F	联信银行		7,199	1.01	1,658	5.74
2025-08-13	13F	琼斯金融公司有限责任公司		396	15.79	90	20.00
2025-06-30	NP	RFISX - Ranger 小盘基金机构类别		3,565	26.06	736	11.35
2025-07-23	NP	CFMCX - 中型股基金		358		76
2025-08-28	NP	IGM - iShares 扩展科技板块 ETF 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		10,448	2.34	2,406	7.17
2025-08-18	13F	吉诺斯财富管理公司		3		1
2025-08-20	NP	QSPIX - AQR 风格溢价另类基金 I 类	Short	-7,707	56.97	-1,775	64.41
2025-08-08	13F	SG美洲证券有限责任公司		20,342		5
2025-08-13	13F	耶鲁山投资顾问有限公司		240		55
2025-07-15	13F	诺登集团有限公司		3,801	2.70	875	7.63
2025-07-24	NP	FMCDX - 富达顾问选股中盘基金 A 类 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		33,700		7,116
2025-08-22	NP	BTAL - AGFiQ 美国市场中性反贝塔基金		6,346		1,461
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		20,004	23.22	4,131	8.80
2025-06-24	NP	SWMCX - 嘉信美国中盘指数基金 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		3,786	16.56	782	2.90
2025-08-04	13F	米格达勒保险金融控股有限公司		1		0
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		6,959	3.22	1,437	-8.88
2025-08-11	13F	环球保险及服务有限公司		11,008	0.27	2,535	4.97
2025-06-25	NP	TBDAX - PGIM JENNISON 多元化增长基金 A 类		3,981		822
2025-08-27	NP	SEASONS SERIES TRUST - SA 多管理中型成长投资组合 1 级		904	27.86	208	34.19
2025-08-28	NP	DTSGX - 小型公司成长投资组合投资类别		1,035	19.79	238	25.93
2025-06-23	NP	IYY - iShares 道琼斯美国 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,020	12.33	211	-0.94
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		59,206	157.74	12,227	127.56
2025-08-06	NP	林肯可变保险产品信托 - LVIP T. Rowe Price 结构性中型成长基金标准级		9,200	31.43	2,119	37.62
2025-07-29	13F	卡顿伍德资本顾问有限公司		876		202
2025-08-18	13F	金刚狼贸易有限公司	Call	6,700	76.32	1,523	81.31
2025-08-14	13F	瑞银资产管理美洲公司		94,459	29.89	21,752	36.02
2025-05-28	NP	太平洋精选基金 - 中型成长投资组合 I 类		41,164	25.07	9,052	11.47
2025-08-27	NP	VTSMX - 先锋总股票市场指数基金投资者份额 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		670,315	2.01	154,360	6.82
2025-08-14	13F	阿什资本管理有限合伙人		1,331,260	17.18	306,563	22.71
2025-08-20	NP	WBSNX - William Blair 小盘成长基金 N 类		44,950		10,351
2025-08-26	NP	IWB - iShares Russell 1000 ETF 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		16,803	0.67	3,869	5.42
2025-07-22	13F	戴维森卡恩资本管理有限责任公司		9,225	6.57	2,127	11.77
2025-08-25	NP	MMBUX - MassMutual Select T. Rowe Price 中小盘混合基金 I 类		142	914.29	33	966.67
2025-08-14	13F	维登咨询有限责任公司		3,219	14.80	741	20.29
2025-07-24	NP	FSKGX - 富达增长策略 K6 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		11,000	10.00	2,323	8.25
2025-08-14	13F	Wiley Bros.-aintree Capital, Llc		3,190	11.85	735	15.41
2025-07-14	13F	农商投资公司		17	21.43	4	0.00
2025-08-06	13F	帕纳塞斯投资公司/ca		6,858	16.97	1,579	22.50
2025-08-28	NP	TPSC - Timothy Plan 美国小盘股核心 ETF		1,718	42.10	396	49.06
2025-08-26	NP	JMEE - 摩根大通市场扩张增强型股票 ETF		10,459	3.24	2,408	8.13
2025-08-13	13F	新斯科舍银行		1,691		390
2025-08-14	13F	舍恩菲尔德战略顾问有限责任公司		4,886		1,125
2025-06-26	NP	PQCCX - PGIM QMA 中型核心股票基金 R6 级		105	16.67	22	0.00
2025-08-19	13F	Ranger投资管理有限合伙人		140,685	17.36	32,397	22.89
2025-06-26	NP	DFUS - 维度美国股票 ETF		6,539	39.93	1,350	23.51
2025-08-08	13F	顾问资本管理有限责任公司		19,202	11.50	4,422	16.77
2025-08-12	13F	XTX Topco有限公司		6,142		1,414
2025-08-14	13F	斯诺登资本顾问有限责任公司		1,552	0.45	357	5.31
2025-07-29	13F	路边石金融管理公司		3,090	8.80	712	13.94
2025-06-27	NP	PCSGX - PACE 中小型共同成长股权投资 P 类		6,245	516.49	1,290	446.19
2025-07-18	13F	信托金融公司		3,885	6.97	895	12.03
2025-07-28	NP	VCGAX - 成长与收益基金		1,388		293
2025-08-07	13F	Readystate资产管理有限公司		1,837		423
2025-07-28	NP	VCULX - 成长基金		333		70
2025-08-12	13F	美国世纪公司		4,466	9.49	1,028	14.73
2025-06-30	NP	GPRIX - Grandeur Peak Global Reach 基金机构级		1,071		221
2025-08-14	13F	地平线投资有限责任公司		1		0
2025-07-31	13F	尼萨投资顾问有限公司		9,370	62.98	2,158	70.65
2025-08-04	13F	俄亥俄州		525		121
2025-07-29	13F	私人财富管理集团有限责任公司		26	44.44	6	66.67
2025-08-12	13F	普利股权公司	Put	0		0
2025-08-12	13F	普利股权公司	Call	0		0
2025-08-12	13F	普利股权公司		0		0
2025-08-14	13F	伍德莱合伙公司		2,070	18.02	477	23.64
2025-08-14	13F	加拿大皇家银行		97,111	113.66	22,363	123.79
2025-07-31	13F	林登托马斯咨询服务有限责任公司		1,469	5.38	338	10.46
2025-08-14	13F	弗里斯通格罗夫合伙公司		1,130		260
2025-08-12	13F	博克夫，那		1,399		322
2025-08-27	NP	PFSVX - PartnerSelect SBH 专注小价值基金机构类别		3,252		749
2025-08-26	NP	EQ ADVISORS TRUST - EQ/大盘成长管理波动性投资组合 IB 类		3,934	159.16	906	171.77
2025-08-05	13F	纽约梅隆银行		221,812	6.48	51,079	11.50
2025-08-27	13F/A	布林克资本投资有限公司		14,006	1.81	3,225	6.61
2025-08-12	13F	LPL 金融有限责任公司		11,662	13.45	2,686	20.40
2025-08-01	13F	阿什顿托马斯私人财富有限责任公司		1,010		233
2025-08-05	13F	新方资本有限责任公司		10	11.11	2	100.00
2025-08-14	13F	Citadel 顾问有限公司	Call	27,000	22.73	6,218	28.53
2025-07-14	13F	公园大道证券有限公司		1,251		0
2025-08-13	13F	法国外贸银行		2,373	3.22	546	8.76
2025-08-12	13F	熵技术有限公司		2,730		629
2025-08-13	13F	亚利桑那州退休系统		6,489	3.43	1,494	8.34
2025-08-26	NP	DFDMX - DF Dent 中型成长基金投资者股票		61,466	29.05	14,154	35.15
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		3,933	2.88	906	7.74
2025-08-14	13F	Mml 投资者服务有限公司		1,500	3.59	0
2025-08-08	13F	菲埃拉资本公司		166,161	1.79	38,264	6.59
2025-07-28	NP	MSSM - 摩根士丹利 Pathway 中小型股 ETF		1,008	16.13	213	13.98
2025-06-18	NP	REUYX - Y 类可持续股票基金		444	-170.81	92	-244.44
2025-08-20	NP	QLFIX - AQR LSE 融合基金 I 类	Short	-82		-19
2025-08-01	13F	詹尼森联合有限公司		90,171	47.37	20,765	54.33
2025-08-14	13F	Point72 亚洲（新加坡）私人有限公司有限公司		12		3
2025-08-11	13F	潮汐有限责任公司		120	380.00	28	440.00
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		91	225.00	21	233.33
2025-07-29	NP	PTL-Inspire 500 ETF		847	17.31	179	15.58
2025-08-12	13F	Legal & General 集团有限公司		36,775	2.63	8,469	7.48
2025-08-14	13F	绿石合作伙伴有限责任公司		134,229	20.13	30,910	25.80
2025-08-11	13F	贝尔投资顾问公司		42	31.25	10	28.57
2025-04-29	NP	PUTNAM FUNDS TRUST - Putnam 动态资产配置股票基金 A 类		49	22.50	11	0.00
2025-06-26	NP	FLAPX - 富达 Flex 中型股指数基金 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		1,014	10.70	209	-2.34
2025-08-22	NP	FMDGX - 富达中型成长指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		21,049	33.38	4,847	39.68
2025-08-27	NP	JNL 系列信托 - JNL/DFA 美国小型股基金 (A)		2,828	12.62	651	17.93
2025-08-14	13F	洞察控股集团有限责任公司		152,600		35,141
2025-05-30	NP	HHCAX - Highland 多/空医疗保健基金 A 类	Short	-870		-191
2025-09-04	13F/A	顾问集团控股公司		553	266.23	124	275.76
2025-07-24	13F	美国合众银行\de\		2,022	17.42	466	23.02
2025-07-29	NP	TMFE - Motley Fool 资本效率 100 指数 ETF		422	36.57	89	34.85
2025-07-28	NP	AVLC - Avantis 美国大盘股票 ETF		228	13.43	48	11.63
2025-07-29	NP	PFGEX - Parnassus 成长股票基金投资者股票		6,307	17.45	1,452	23.05
2025-08-14	13F	EP 财富顾问公司		1,457	0.21	336	5.02
2025-05-05	13F	林布鲁克资本有限公司		310	313.33	68	277.78
2025-08-14	13F	信托信托公司		1,470	0.41	338	5.30
2025-08-28	NP	SPMD - SPDR(R) 投资组合中型 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		104,121	1.40	23,977	6.18
2025-06-26	NP	SMLF - iShares Edge MSCI 多因子美国小型股 ETF 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		5,019	12.23	1,037	-0.96
2025-07-25	13F	指数基金顾问公司		3,373		777
2025-07-30	13F	第一公民银行和信托公司		4,556	263.03	1,049	281.45
2025-07-28	13F	德拉普财富咨询有限公司		876		202
2025-07-25	NP	SCHB - 嘉信美国广泛市场 ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		13,616	5.07	2,875	3.45
2025-08-08	13F	等投资顾问公司		2,222	21.09	512	26.80
2025-07-28	NP	MSLC - 摩根士丹利 Pathway 大盘股 ETF		836	23.12	177	21.38
2025-08-13	13F	裸金融服务公司		5		1
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		5,131	0.39	1,084	-1.19
2025-07-28	NP	RWK - Invesco S&P MidCap 400 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		1,226	0.66	259	-1.15
2025-07-29	NP	TMFX - Motley Fool Next 指数 ETF		578	1.58	122	0.00
2025-06-26	NP	ETTOX - E*TRADE 免费总市场指数基金		9		2
2025-08-22	NP	可变保险产品基金 II - 反向基金投资组合初始类别		132,700	3.03	30,558	7.89
2025-07-30	13F	华莱士咨询集团有限责任公司		1,134		249
2025-07-29	NP	VITAX - 先锋信息技术指数基金 Admiral Shares 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		415,058	2.32	87,648	0.73
2025-08-14	13F	峰会步道顾问有限公司		1,289		297
2025-08-26	NP	FLQM - 富兰克林 LibertyQ 美国中型股票 ETF		12,936	37.60	2,979	44.07
2025-06-18	NP	RSEAX - 美国战略股票基金A类		9,274	265.41	1,915	233.04
2025-08-05	13F	Versor投资有限公司		5,111	231.67	1,177	247.93
2025-06-26	NP	FSMDX - 富达中盘指数基金 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		76,638	7.25	15,827	-5.31
2025-06-24	NP	QLV - FlexShares 美国质量低波动指数基金 This fund is a listed as child fund of Northern Trust 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		1,360	1,273.74	281	3,011.11
2025-08-28	NP	GMLGX - GuideMark(R) 大盘核心基金服务股票		2,077		478
2025-07-31	13F	阿拉马尔资本管理有限责任公司		18,300	60.88	4,214	68.49
2025-07-25	13F	斯蒂芬斯咨询有限公司		2		0
2025-08-14	13F	魁北克加丁储蓄银行联合会		7	250.00	2
2025-08-06	13F	里亚托财富管理有限责任公司		1		0
2025-08-14	13F	匡蒂诺资本管理有限公司		21,863	0.05	5,035	4.77
2025-03-27	NP	PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF		1,890		442
2025-08-11	13F	波特赛德财富集团有限责任公司		3,828	8.72	882	13.82
2025-08-20	NP	QMFNX - AQR MS 融合基金 N 类	Short	-127		-29
2025-08-14	13F	星云研究与开发有限责任公司		7,711		1,776
2025-06-20	NP	JSMD - Janus Henderson 中小盘增长 Alpha ETF		19,029	330.81	3,930	757.86
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		518	7.02	119	12.26
2025-07-29	NP	BLES - 激励全球希望 ETF		1,364		288
2025-08-20	NP	QCFIX - AQR CVX 融合基金 I 类	Short	-23		-5
2025-07-09	13F	雷耶斯金融架构有限公司		418		96
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		43,299	2.11	9,143	0.53
2025-07-14	13F	刘易斯资产管理有限责任公司		1,105	1.56	254	6.28
2025-07-25	13F	Envestnet 投资组合解决方案公司		5,634	195.28	1,297	209.55
2025-06-17	NP	GSEQX - 高盛多经理全球股票基金 R6 类股票		3,333	8.11	688	-4.58
2025-08-14	13F	曼氏集团		66,666	7.95	15,352	13.04
2025-06-26	NP	ISCG - iShares Morningstar 小盘成长 ETF 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		6,079	5.21	1,255	-7.11
2025-05-29	NP	CSF - VictoryShares US Discovery 增强波动性 Wtd ETF		288	23.08	63	10.53
2025-08-14	13F	高盛集团公司		68,494	2.57	15,773	7.41
2025-08-14	13F	ISAM 基金（英国）有限公司		2,385		549
2025-08-13	13F	定制索引系统有限公司		4,263	16.38	982	21.86
2025-08-13	13F	塞拉隆达全球管理有限公司		85,000	6.25	19,574	11.26
2025-08-26	NP	XJH - iShares ESG 筛选标普中盘 ETF 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		2,486	1.80	572	6.72
2025-08-05	13F	亨廷顿国家银行		200	58.73	46	70.37
2025-08-29	NP	EZM - WisdomTree 美国中型股基金不适用		2,232	5.43	514	10.32
2025-08-26	NP	TQSMX - T. Rowe Price QM 美国中小盘核心股票基金 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		3,108		716
2025-08-14	13F	富国银行/百万		102,637	0.76	23,635	5.51
2025-06-30	NP	TRFM - AAM 变形金刚 ETF		769	24.84	159	9.72
2025-06-26	NP	贝莱德基金 - iShares Russell 中小型股指数基金投资者 A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		3,095	9.67	639	-3.18
2025-08-20	NP	全国可变保险信托 - NVIT 中盘指数基金 I 类		9,591	2.26	2,209	7.08
2025-06-25	NP	ISCB - iShares 晨星小型股 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		1,071	5.93	221	-6.36
2025-08-28	NP	SMMD - iShares Russell 2500 ETF 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		5,108	1.59	1,176	6.43
2025-07-25	13F	Verdence 资本顾问有限责任公司		4,195	45.01	966	51.89
2025-07-31	13F	新泽西州共同养老基金 D		9,041	0.49	2,082	5.21
2025-08-26	NP	EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级		2,094	1.80	482	6.64
2025-07-24	13F	卡伦家族办公室有限责任公司		2,720		626
2025-08-27	NP	安联可变保险产品信托 - AZL DFA 美国核心股票基金		425	137.43	98	148.72
2025-06-26	NP	KCXIX - Knights of Columbus 美国全盘指数基金 I 股		93	5.68	19	-5.00
2025-08-19	13F	开普投资咨询公司		12		3
2025-06-30	NP	VT - Vanguard Total World Stock Index Fund 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		15,019	9.14	3,102	-3.64
2025-08-13	13F	佛罗里达州退休系统国家管理局		16,772	1.27	3,862	6.07
2025-08-22	NP	CVMC - Calvert 美国中盘核心责任指数 ETF		174	10.83	40	17.65
2025-07-30	NP	BFOR - 巴伦 400 ETF		1,680		355
2025-07-25	NP	WSML - iShares MSCI 全球小型股 ETF		1,274		269
2025-07-07	13F	萨默塞特信托公司		1,105	6.66	254	11.89
2025-08-08	13F	宾夕法尼亚州公立学校就业重新注册系统		5,921	6.57	1,363	11.63
2025-08-26	NP	PRDMX - T. Rowe Price 多元化中型成长基金公司 This fund is a listed as child fund of Price T Rowe Associates Inc /md/ and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value		28,850	45.71	6,644	52.57
2025-07-09	13F	第一银行与信托		1,307	8.65	301	13.64
2025-07-25	13F	海明顿财富管理		10	66.67	0
2025-08-14	13F	布雷文·霍华德资本管理有限责任公司		3,681		848
2025-08-29	NP	USMF - WisdomTree 美国多因素基金不适用		14,599		3,362
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		11,277	0.17	2,329	-11.58
2025-07-15	13F	道明私人客户财富有限责任公司		6		1
2025-08-14	13F	喀里多尼亚（私人）投资有限公司		238,880		55,009
2025-08-28	NP	Elevation Series Trust - RiverNorth Patriot ETF		28		6
2025-07-25	13F	约翰逊投资顾问公司		13,242	22.38	3,049	28.16
2025-08-06	13F	爱格夫管理有限公司		14,314		3,296
2025-07-22	NP	GUSA - 高盛 MarketBeta 美国 1000 股票 ETF		750	0.27	158	-1.25
2025-07-29	NP	ESGV - 先锋ESG美国股票ETF 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		4,933	1.34	1,042	-0.29
2025-08-14	13F	Point72 资产管理有限合伙人		6,103		1,405
2025-08-07	13F	伊利诺伊州市政退休基金		6,115	86.38	1,408	95.28
2025-08-26	NP	Profunds - Profunds 中型成长股副总裁		210	7.69	48	14.29
2025-07-31	13F	Azzad 资产管理公司 /adv		15,935	2.95	3,670	7.82
2025-08-14	13F	Df Dent & Co 公司		494,818	26.26	113,947	32.22
2025-08-04	13F	汉兹金融服务公司		30	500.00	0
2025-08-28	NP	IWP - iShares Russell 中型成长 ETF 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		142,353	5.94	32,781	10.94
2025-08-15	NP	Guardian 可变产品信托 - Guardian Select 中盘核心 VIP 基金		2,771		638
2025-08-13	13F	宏伟峰全球顾问有限责任公司		2,106		485
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		33,423	9.03	7,058	7.33
2025-08-26	NP	PRDSX - T. Rowe Price QM 美国小盘成长股票基金 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		163,177	117.40	37,576	112.68
2025-05-29	NP	CSA - VictoryShares 美国小盘股波动性 Wtd ETF		226	7.62	50	-3.92
2025-08-27	13F/A	Squarepoint Ops LLC		126,689	24.97	29,174	30.87
2025-08-14	13F	克里斯代尔顾问有限责任公司		12,942	32.77	2,980	39.06
2025-08-28	NP	JOPPX - 约翰逊机会基金		12,000	22.45	2,763	28.21
2025-08-13	13F	罗素投资集团有限公司		70,407	1.01	16,213	5.77
2025-08-26	NP	TMSL - T. Rowe 价格中小型股 ETF		9,382	1,247.99	2,160	1,225.15
2025-08-01	13F	莫特利愚人资产管理有限责任公司		1,048	9.74	241	14.76
2025-07-16	13F	圣日耳曼 DJ 公司		727		167
2025-07-15	13F	伯恩斯马特森资本管理有限责任公司		1,441	0.49	332	5.08
2025-08-18	13F	资本影响顾问有限责任公司		26,687	0.84	6,206	6.65

IT:1APPF	€266.20
DE:4P0	€237.80

APPF / AppFolio, Inc. - 机构投资人持股 - 买家

机构和基金投资人持股 - 买家

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