机构和基金投资人持股 - 买家
在GATX公司中开设新头寸的主要持有者包括 恩康帕斯资本顾问有限责任公司, 旧金山费城财务管理有限责任公司, JHMM - 约翰汉考克多因素中型 ETF, 奥利弗卢克斯资产有限责任公司, 萨斯奎哈纳投资组合策略有限责任公司, CZMVX - 多经理价值策略基金机构类, VSTCX - 先锋战略小型股票基金投资者股票, WSML - iShares MSCI 全球小型股 ETF, 布莱尔·威廉公司, 催化剂基金管理有限公司, 梅里特金融集团有限责任公司, HB 财富管理有限责任公司, RSM美国财富管理有限公司, Vestmark 咨询解决方案公司, 交响金融有限公司, 环球保险及服务有限公司, Peak6有限责任公司, 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, AVLC - Avantis 美国大盘股票 ETF, 和 法国巴黎银行资产管理控股公司 .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-28 | NP | BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index VI 基金 I 类 This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 4,522 | 1.60 | 694 | 0.43 | ||||
2025-08-27 | NP | Brighthouse Funds Trust I - 摩根大通小盘价值投资组合 A 类 | 3,811 | 10.34 | 585 | 40.96 | ||||
2025-07-28 | NP | AVSU - Avantis 责任美国股票 ETF | 1,431 | 11.97 | 228 | 6.57 | ||||
2025-08-13 | 13F | Edgestream 合伙人有限合伙人 | 14,616 | 2,244 | ||||||
2025-08-26 | NP | IUSG - iShares 核心标普美国增长 ETF | 17,894 | 2.02 | 2,748 | 0.88 | ||||
2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 47 | 11.90 | 7 | 0.00 | ||||
2025-08-12 | 13F | 东南资产顾问公司 | 2,658 | 0.19 | 408 | -0.73 | ||||
2025-08-29 | NP | JAEWX - 小盘股指数信托资产净值 | 6,835 | 0.46 | 1,050 | -0.66 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 1,585 | 3.06 | 244 | 2.09 | ||||
2025-08-04 | 13F | 资产标记公司 | 208 | 16.85 | 32 | 14.81 | ||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 32,000 | 7.40 | 5 | 0.00 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 1,613 | 5.77 | 248 | 4.66 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 11,822 | 5.21 | 2 | 0.00 | ||||
2025-08-15 | 13F | 认真的合作伙伴有限责任公司 | 3,086,216 | 0.03 | 473,919 | -1.07 | ||||
2025-08-14 | 13F | 富国银行/百万 | 139,751 | 4.73 | 21,460 | 3.58 | ||||
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 | 188,628 | 1.15 | 27,532 | -10.78 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 1,245 | 198 | ||||||
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 | 1,873 | 6.97 | 288 | 5.90 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,429 | 6.88 | 219 | 5.80 | ||||
2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 179,234 | 9.70 | 28,541 | 4.57 | ||||
2025-08-13 | 13F | 挪威银行 | 381,748 | 58,621 | ||||||
2025-08-13 | 13F | 布朗咨询公司 | 9,974 | 0.22 | 1,532 | -0.91 | ||||
2025-07-24 | 13F | 托莱多信托公司 Na /oh/ | 152 | 23 | ||||||
2025-07-28 | NP | VCSLX - 小盘股指数基金 | 15,174 | 11.30 | 2,416 | 6.10 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 6,017 | 21.19 | 924 | 19.87 | ||||
2025-08-20 | NP | QRPNX - AQR 另类风险溢价基金 N 级 | Short | -4,616 | 66.64 | -709 | 64.65 | |||
2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 21,671 | 6.55 | 3,163 | -6.00 | ||||
2025-08-14 | 13F | 恩康帕斯资本顾问有限责任公司 | 149,944 | 23,025 | ||||||
2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 5,100 | 10.41 | 812 | 5.32 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 410 | 4.86 | 63 | 3.33 | ||||
2025-08-07 | 13F | 康纳克拉克伦投资管理有限公司 | 17,591 | 179.18 | 2,701 | 176.18 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 9,172 | 7.97 | 1,408 | 6.75 | ||||
2025-03-27 | NP | PAMC - Pacer Lunt MidCap 多因子交流发电机 ETF | 2,378 | 10.14 | 393 | 30.56 | ||||
2025-06-27 | NP | SUNAMERICA 系列信托 - SA 中型股指数投资组合 1 级 | 5,994 | 6.14 | 875 | -6.42 | ||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 68 | 3.03 | 10 | 0.00 | ||||
2025-08-14 | 13F | 采石场LP | 220 | 34 | ||||||
2025-08-13 | 13F | 宽博科技有限公司 | 6,418 | 986 | ||||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 163 | 33.61 | 25 | 38.89 | ||||
2025-08-20 | NP | QSPIX - AQR 风格溢价另类基金 I 类 | Short | -28,854 | 6.93 | -4,431 | 5.75 | |||
2025-07-24 | 13F | IFP 顾问公司 | 12 | 300.00 | 2 | |||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 2,596 | 13.16 | 399 | 11.80 | ||||
2025-08-20 | NP | QMNIX - AQR 股票市场中性基金 I 类 | Short | -56,552 | 154.80 | -8,684 | 152.00 | |||
2025-08-27 | NP | VSTCX - 先锋战略小型股票基金投资者股票 | 2,799 | 430 | ||||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 597 | 4.55 | 92 | 3.41 | ||||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 5,083 | 7.26 | 780 | 6.12 | ||||
2025-08-20 | NP | QMHIX - AQR 管理期货策略 HV 基金 I 类 | Short | -6,504 | 113.32 | -999 | 110.99 | |||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 10,477 | 1.16 | 1,609 | 0.00 | ||||
2025-07-25 | NP | NTIAX - 哥伦比亚中盘指数基金 A 类 | 30,284 | 0.80 | 4,822 | -3.91 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 200 | 31 | |||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 70,483 | 7.97 | 10,288 | -4.77 | ||||
2025-08-13 | 13F | 温斯洛资产管理公司 | 48,937 | 0.19 | 8 | 0.00 | ||||
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 | 484 | 8.52 | 74 | 7.25 | ||||
2025-08-04 | 13F | 俄亥俄州 | 3,700 | 2.78 | 568 | 1.79 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 58,317 | 871.79 | 8,955 | 861.87 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 6,795 | 2.29 | 1,043 | 1.07 | ||||
2025-08-13 | 13F | 景顺有限公司 | 113,613 | 104.66 | 17,446 | 102.41 | ||||
2025-06-18 | NP | REBYX - 美国小盘Y类股票基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 9,831 | 2.24 | 1,510 | 1.07 | ||||
2025-08-13 | 13F | 贝尔德金融集团有限公司 | 1,629 | 250 | ||||||
2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 183 | 1.67 | 28 | 3.70 | ||||
2025-08-20 | NP | AQMIX - AQR 管理期货策略基金 I 类 | Short | -4,146 | -10.05 | -637 | -11.05 | |||
2025-08-14 | 13F | Aqr资本管理有限公司 | 9,271 | 20.15 | 1,424 | 18.78 | ||||
2025-08-07 | 13F | Campbell & CO 投资顾问有限责任公司 | 13,196 | 2,026 | ||||||
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 | 125 | 98.41 | 19 | 111.11 | ||||
2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 551,547 | 0.98 | 84,696 | -0.13 | ||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 18,929 | 1.40 | 2,907 | 0.28 | ||||
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 | 1,272 | 195 | ||||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 192 | 60.00 | 28 | 47.37 | ||||
2025-08-08 | 13F/A | 斯特林资本管理有限公司 | 912 | 46.62 | 140 | 45.83 | ||||
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 | 88,746 | 2.85 | 12,953 | -9.27 | ||||
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 | 14,179 | 13.59 | 2,070 | 0.19 | ||||
2025-08-20 | NP | QHFRX - AQR MS Fusion HV 基金 R6 类 | Short | -340 | -52 | |||||
2025-08-14 | 13F | 简街集团有限责任公司 | 84,643 | 57.65 | 12,998 | 55.91 | ||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 1,799 | 3.93 | 276 | 2.99 | ||||
2025-08-12 | 13F | MAI资本管理 | 1,033 | 1.27 | 159 | 0.00 | ||||
2025-08-27 | NP | VBINX - 先锋平衡指数基金投资者股票 | 21,637 | 1.62 | 3,323 | 0.48 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 2,970 | 76.58 | 456 | 74.71 | ||||
2025-07-08 | 13F | 上升顾问有限责任公司 | 127 | 0.79 | 19 | 0.00 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 63 | 18.87 | 10 | 12.50 | ||||
2025-08-11 | 13F | 交响金融有限公司 | 1,382 | 212 | ||||||
2025-08-14 | 13F | 萨斯奎哈纳投资组合策略有限责任公司 | 12,320 | 1,892 | ||||||
2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 5,505 | 1.81 | 845 | 0.72 | ||||
2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 1,735 | 4.64 | 253 | -7.66 | ||||
2025-07-25 | 13F | 约翰逊投资顾问公司 | 2,787 | 54.15 | 428 | 52.50 | ||||
2025-06-25 | NP | FTLS - First Trust 多头/空头股票 ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | Short | -8,375 | -1,222 | |||||
2025-07-29 | NP | EBI-长景优势ETF | 4,129 | 3,312.40 | 658 | 3,185.00 | ||||
2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 937 | 0.32 | 149 | -4.49 | ||||
2025-08-20 | NP | QMFNX - AQR MS 融合基金 N 类 | Short | -307 | -47 | |||||
2025-08-08 | 13F | 拉森金融集团有限责任公司 | 31 | 342.86 | 5 | 300.00 | ||||
2025-08-27 | 13F/A | Squarepoint Ops LLC | 187,835 | 429.50 | 28,844 | 423.66 | ||||
2025-08-12 | 13F | 顾问资产管理公司 | 3,765 | 17.80 | 578 | 16.53 | ||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | 31,709 | 17.07 | 4,869 | 15.79 | ||||
2025-08-27 | NP | VSEQX - 先锋战略股票基金投资者股份 | 29,617 | 5.10 | 4,548 | 93.98 | ||||
2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 4,194 | 5.30 | 612 | -7.13 | ||||
2025-08-14 | 13F | 舍恩菲尔德战略顾问有限责任公司 | 120,144 | 4,578.50 | 18,449 | 4,535.43 | ||||
2025-08-05 | 13F | 新方资本有限责任公司 | 1 | 0 | ||||||
2025-08-13 | 13F | 裸金融服务公司 | 27 | 4 | ||||||
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 | 19,938 | 0.12 | 3,175 | -4.57 | ||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 690 | 318.18 | 106 | 320.00 | ||||
2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 12,840 | 13.69 | 2 | 0.00 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 421 | 0 | ||||||
2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 16,588 | 0.96 | 2,547 | -0.16 | ||||
2025-07-18 | 13F | 巴特利特财富管理有限公司 | 33 | 5 | ||||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 239,607 | 20.86 | 37 | 20.00 | ||||
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 | 775 | 19.41 | 119 | 19.00 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 3,272 | 84.55 | 503 | 82.55 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 中盘波动率管理投资组合 K 级 | 3,311 | 1.75 | 508 | 0.59 | ||||
2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 23,500 | 48.59 | 3,742 | 41.69 | ||||
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 | 3,366 | 12.61 | 517 | 11.21 | ||||
2025-08-28 | NP | IWO - iShares Russell 2000 Growth ETF | 24,079 | 3,698 | ||||||
2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 4,874 | 11.66 | 711 | -1.52 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 2,245 | 4.66 | 345 | 3.30 | ||||
2025-06-23 | NP | MDPIX - 中型深度投资者类别 | 131 | 24.76 | 19 | 11.76 | ||||
2025-08-14 | 13F | HRT金融有限责任公司 | 5,015 | 1 | ||||||
2025-08-26 | NP | Profunds - Profunds 中型价值副总裁 | 97 | 11.49 | 15 | 7.69 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 48,733 | 13.65 | 7,483 | 12.41 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 11,104 | 33.90 | 1,705 | 32.48 | ||||
2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 567 | 31.25 | 87 | 52.63 | ||||
2025-08-27 | NP | RYDEX 可变信托 - Russell 2000(R) 1.5x 策略基金可变年金 | 10 | 11.11 | 2 | 0.00 | ||||
2025-07-29 | NP | SFYX - SoFi Next 500 ETF | 196 | 31 | ||||||
2025-08-13 | 13F | SageView 咨询集团有限责任公司 | 4,785 | 0.25 | 730 | -1.62 | ||||
2025-08-29 | NP | DON - WisdomTree 美国中型股股息基金 不适用 | 42,019 | 0.07 | 6,452 | -1.03 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 8,058 | 3.77 | 1,237 | 2.66 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 4,057 | 2.58 | 592 | -9.48 | ||||
2025-08-14 | 13F | 托罗索投资有限责任公司 | 4,985 | 5.61 | 765 | 4.51 | ||||
2025-07-14 | 13F | 奥利弗卢克斯资产有限责任公司 | 14,519 | 2,230 | ||||||
2025-08-14 | 13F | 双山资本有限责任公司 | 1,574 | 242 | ||||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 7,743 | 65.73 | 1,189 | 64.00 | ||||
2025-08-11 | 13F | 先锋集团公司 | 3,935,460 | 1.21 | 604,329 | 0.10 | ||||
2025-07-16 | 13F | PFS 合作伙伴有限责任公司 | 36 | 6 | ||||||
2025-08-08 | 13F | 创意策划 | 28,831 | 9.88 | 4,427 | 8.69 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 2,891 | 2,010.22 | 444 | 2,009.52 | ||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 151,495 | 29.67 | 23,264 | 28.24 | ||||
2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 84 | 1.20 | 13 | 0.00 | ||||
2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 284 | 4.03 | 44 | 2.38 | ||||
2025-07-29 | NP | IVOV - Vanguard S&P Mid-Cap 400 Value Index Fund ETF 股票 | 9,961 | 2.14 | 1,586 | -2.64 | ||||
2025-08-13 | 13F | 西北互助财富管理公司 | 167 | 17.61 | 26 | 13.64 | ||||
2025-08-14 | 13F | Point72 资产管理有限合伙人 | 5,786 | 889 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 41,739 | 1.35 | 6,409 | 0.23 | ||||
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 | 1,876 | 61.45 | 288 | 88.24 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 4,200 | 950.00 | 645 | 938.71 | |||
2025-08-26 | NP | PSOPX - 摩根大通小盘价值基金 I 类 | 14,204 | 9.91 | 2,181 | 40.44 | ||||
2025-08-19 | 13F | 怀俄明州 | 683 | 105 | ||||||
2025-08-15 | 13F | 摩根士丹利 | 293,512 | 9.47 | 45,072 | 8.27 | ||||
2025-08-14 | 13F | 格雷厄姆资本管理有限合伙人 | 2,403 | 369 | ||||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 41,749 | 2.51 | 6,411 | 1.38 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | 63,029 | 11.06 | 9,679 | 9.84 | ||||
2025-06-26 | NP | PQCCX - PGIM QMA 中型核心股票基金 R6 级 | 160 | 14.29 | 23 | 0.00 | ||||
2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 9,545 | 3.47 | 1,466 | 2.30 | ||||
2025-08-19 | NP | NORTHWESTERN MUTUAL SERIES FUND INC - 400 指数股票投资组合 | 17,039 | 1.09 | 2,617 | -0.04 | ||||
2025-08-14 | 13F | 瑞银集团 | 141,401 | 31.47 | 21,714 | 30.03 | ||||
2025-08-29 | NP | NEFJX - Vaughan Nelson 小盘价值基金 A 类 | 146,074 | 49.53 | 22,431 | 47.88 | ||||
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 | 10,022 | 36.56 | 1,539 | 35.03 | ||||
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 | 6,266 | 1.79 | 962 | 0.73 | ||||
2025-08-29 | NP | STXK-Strive 小型股 ETF | 1,116 | 8.56 | 171 | 7.55 | ||||
2025-06-26 | NP | JHMM - 约翰汉考克多因素中型 ETF | 16,316 | 2,381 | ||||||
2025-08-13 | 13F | 华尔街眼资本有限责任公司 | 92,970 | 14,276 | ||||||
2025-08-13 | 13F | RSM美国财富管理有限公司 | 1,409 | 216 | ||||||
2025-04-24 | NP | OASC-OneAscent 小型股核心 ETF | 644 | 12.00 | 108 | 13.83 | ||||
2025-08-14 | 13F | 美国银行 /de/ | 1,219,746 | 0.50 | 187,304 | -0.60 | ||||
2025-07-17 | 13F | 罗利资本管理公司 | 6 | 1 | ||||||
2025-08-12 | 13F | 催化剂基金管理有限公司 | 1,600 | 246 | ||||||
2025-08-12 | 13F | 西北互助投资管理公司 | 7,971 | 0.87 | 1,224 | -0.16 | ||||
2025-07-29 | 13F | 地区金融公司 | 18,661 | 28.83 | 2,866 | 27.39 | ||||
2025-07-09 | 13F | 万通信托公司 Fsb/adv | 98 | 104.17 | 15 | 114.29 | ||||
2025-08-05 | 13F | 密歇根州退休系统 | 8,612 | 1.17 | 1,322 | 0.08 | ||||
2025-08-20 | NP | QCFIX - AQR CVX 融合基金 I 类 | Short | -68 | -10 | |||||
2025-06-23 | NP | MGPIX - 中型成长型深度基金投资者类别 | 78 | 50.00 | 11 | 37.50 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 40,027 | 0.52 | 6,147 | -0.58 | ||||
2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 2,516 | 4.79 | 386 | 3.76 | ||||
2025-07-28 | NP | AVUVX - Avantis 美国小型价值基金机构类别 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 | 61,955 | 5.83 | 9,866 | 0.88 | ||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 7,019 | 10.54 | 1,024 | -2.48 | ||||
2025-07-14 | 13F | 农商投资公司 | 31 | 10.71 | 5 | 0.00 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 18,240 | 2,662 | ||||||
2025-08-26 | NP | IUSV - iShares 核心标普美国价值 ETF | 10,891 | 0.68 | 1,672 | -0.42 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 410,550 | 11.07 | 63,044 | 9.85 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 154 | 6.21 | 22 | -4.35 | ||||
2025-07-30 | 13F | 道德公司 | 3,533 | 34.44 | 548 | 33.41 | ||||
2025-06-25 | NP | DGRO - iShares 核心股息增长 ETF | 40,018 | 4.37 | 5,841 | -7.93 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 7,100 | 5.97 | 1,090 | 4.81 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 7,333 | 1.38 | 1,126 | 0.27 | ||||
2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 2,002 | 319 | ||||||
2025-08-29 | NP | MFUS - PIMCO RAFI 动态多因素美国股票 ETF | 484 | 8.76 | 74 | 7.25 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 2,849 | 0.07 | 437 | -1.13 | ||||
2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 5,652 | 9.70 | 900 | 4.65 | ||||
2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 17,594 | 11.62 | 2,568 | -1.53 | ||||
2025-06-26 | NP | DFAT - 维度美国目标价值 ETF | 79,052 | 3.73 | 11,538 | -8.50 | ||||
2025-06-26 | NP | DFSU - 维度美国可持续发展核心 1 ETF | 2,585 | 31.28 | 377 | 16.00 | ||||
2025-07-21 | 13F | 沃恩·尼尔森投资管理有限公司 | 434,415 | 52.71 | 66,709 | 151,509.09 | ||||
2025-07-21 | 13F | 山顶国家银行 | 999 | 34.45 | 153 | 33.04 | ||||
2025-08-08 | 13F | SG资本管理有限公司 | 27,711 | 16.51 | 4,255 | 15.22 | ||||
2025-08-12 | 13F | 恒线顾问公司 | 120,642 | 3.07 | 18,526 | 1.93 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 137 | 407.41 | 21 | 425.00 | ||||
2025-08-14 | 13F | 都铎投资公司等 | 98,648 | 1,425.64 | 15,148 | 1,410.27 | ||||
2025-08-11 | 13F | 新边缘财富有限责任公司 | 1,414 | 8.77 | 214 | 5.97 | ||||
2025-08-26 | NP | XJH - iShares ESG 筛选标普中盘 ETF | 3,850 | 1.61 | 591 | 0.51 | ||||
2025-07-24 | 13F | 布莱尔·威廉公司 | 1,764 | 271 | ||||||
2025-08-14 | 13F | 高盛集团公司 | 174,401 | 0.19 | 26,781 | -0.91 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 62 | 24.00 | 10 | 28.57 | ||||
2025-07-30 | 13F | 雷曼资本咨询集团 | 2,002 | 14.20 | 307 | 12.87 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 14,892 | 6.57 | 2,287 | 5.39 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 中盘指数基金 I 类 | 14,871 | 1.59 | 2,284 | 0.48 | ||||
2025-08-06 | 13F | Vestmark 咨询解决方案公司 | 1,406 | 216 | ||||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 111 | 11.00 | 17 | 13.33 | ||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 2,958 | 57.68 | 432 | 39.03 | ||||
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 | 10,535 | 1.66 | 1,538 | -10.33 | ||||
2025-03-27 | NP | PTMC - Pacer Trendpilot 美国中盘 ETF | 5,347 | 2.28 | 885 | 21.26 | ||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 22,047 | 6.41 | 3,218 | -6.16 | ||||
2025-08-12 | 13F | EULAV资产管理 | 78,809 | 66.62 | 12,102 | 64.77 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 187 | 434.29 | 0 | |||||
2025-07-07 | 13F | Versant 资本管理公司 | 286 | 10.42 | 44 | 7.50 | ||||
2025-08-12 | 13F | 普利股权公司 | Put | 0 | 0 | |||||
2025-07-31 | 13F | 新泽西州共同养老基金 D | 12,961 | 8.45 | 1,990 | 7.28 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 118,760 | 37.13 | 18,237 | 35.61 | ||||
2025-07-28 | 13F | 贝福瑞斯特资本有限公司 | 370 | 218.97 | 57 | 211.11 | ||||
2025-08-12 | 13F | 普利股权公司 | Call | 0 | 0 | |||||
2025-07-24 | NP | ESML - iShares ESG MSCI 美国小型股 ETF | 18,474 | 1.20 | 2,942 | -3.54 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-03-31 | NP | PDAVX - PineBridge动态资产配置基金投资者服务股票 | 386 | 38.35 | 64 | 65.79 | ||||
2025-07-28 | NP | QVMM - Invesco S&P MidCap 400 QVM 多因子 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 | 4,863 | 4.65 | 774 | -0.26 | ||||
2025-08-14 | 13F | 加拉格尔信托顾问有限责任公司 | 3,905 | 22.72 | 600 | 21.26 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 623 | 26.88 | 91 | 11.11 | ||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 6 | 100.00 | 1 | |||||
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 | 161,471 | 2.67 | 24,795 | 1.54 | ||||
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 | 51,047 | 8.26 | 8,129 | 3.19 | ||||
2025-08-29 | NP | GAGAX - Gabelli 全球上升收入和股息基金 A 类 | 100 | 15 | ||||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 1,310 | 201 | ||||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 341 | 11.07 | 52 | 10.64 | ||||
2025-08-13 | 13F | M&T银行公司 | 2,549 | 15.50 | 392 | 14.33 | ||||
2025-08-13 | 13F | 古根海姆资本有限公司 | 24,154 | 5.09 | 3,709 | 3.95 | ||||
2025-08-21 | NP | VLEOX - 价值线小盘机会基金公司 | 76,800 | 62.37 | 11,793 | 60.58 | ||||
2025-07-23 | NP | CFMSX - 中盘精选基金栏 | 86,396 | 9.67 | 13,758 | 4.54 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 1,144,893 | 2.11 | 175,810 | 0.99 | ||||
2025-08-12 | 13F | 保德信金融公司 | 5,620 | 53.38 | 863 | 51.94 | ||||
2025-06-25 | NP | FIDU - 富达 MSCI 工业指数 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 | 8,071 | 1.57 | 1,178 | -10.35 | ||||
2025-08-14 | 13F | 旧金山费城财务管理有限责任公司 | 96,174 | 14,768 | ||||||
2025-04-25 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 7,657 | 2.99 | 1,279 | 4.84 | ||||
2025-07-29 | 13F | 互动财务顾问 | 4,505 | 0.02 | 692 | -1.14 | ||||
2025-07-22 | NP | GUSA - 高盛 MarketBeta 美国 1000 股票 ETF | 1,177 | 0.17 | 187 | -4.59 | ||||
2025-06-27 | NP | EBIT - Harbor AlphaEdge 小型股收益者 ETF | 148 | 10.45 | 22 | -4.55 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 45 | 18.42 | 7 | 20.00 | ||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 11,108 | 2.55 | 1,706 | 1.43 | ||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 9,891 | 2.13 | 1,519 | 1.00 | ||||
2025-07-24 | 13F | Jfs 财富顾问有限公司 | 64 | 12.28 | 10 | 12.50 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 13,010 | 4.83 | 1,998 | 3.69 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 3 | 0 | ||||||
2025-08-11 | 13F | CBIZ投资咨询服务有限责任公司 | 2 | 0 | ||||||
2025-07-23 | 13F | Triasima 投资组合管理公司 | 24,176 | 66.89 | 3,712 | 65.05 | ||||
2025-07-29 | 13F | 私人信托公司 | 63 | 12.50 | 10 | 12.50 | ||||
2025-08-26 | NP | GFSYX - 机构战略另类基金 | -210 | -0.95 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 中型股指数投资组合 A 类 | 8,406 | 0.88 | 1,291 | -0.23 | ||||
2025-08-26 | NP | Profunds - Profunds 中型成长股副总裁 | 202 | 9.19 | 31 | 10.71 | ||||
2025-07-28 | 13F | 安联资产管理有限公司 | 7,534 | 460.15 | 1,157 | 455.77 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 9,614 | 9.30 | 1,476 | 8.13 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Put | 1,300 | 200 | |||||
2025-07-23 | NP | CFMCX - 中型股基金 | 15,424 | 1.20 | 2,456 | -3.53 | ||||
2025-07-22 | 13F | 梅里特金融集团有限责任公司 | 1,482 | 228 | ||||||
2025-08-14 | 13F | Peak6有限责任公司 | 192 | 29 | ||||||
2025-08-04 | 13F | 品尼高联合有限公司 | 2,020 | 6.32 | 310 | 5.08 | ||||
2025-06-26 | NP | FLXSX - 富达 Flex 小盘股指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 6,809 | 17.01 | 994 | 3.22 | ||||
2025-07-25 | 13F | CWM有限公司 | 641 | 3.22 | 0 | |||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 57,444 | 2.31 | 8,821 | 1.19 | ||||
2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 7,315 | 1.39 | 1,123 | 0.27 | ||||
2025-08-14 | 13F | 德肖公司 | 82,666 | 281.62 | 12,694 | 277.46 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 449 | 31.67 | 69 | 51.11 | ||||
2025-08-14 | 13F | Optiver控股有限公司 | 247 | 15.42 | 38 | 12.12 | ||||
2025-08-28 | NP | SPDG - SPDR 投资组合标普行业中性股息 ETF | 17 | 21.43 | 3 | 0.00 | ||||
2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 6,489 | 1,033 | ||||||
2025-08-12 | 13F | 艾根投资管理有限公司 | 2,717 | 417 | ||||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 5,477 | 0.66 | 1 | |||||
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 | 27,500 | 4.96 | 4,223 | 3.79 | ||||
2025-07-23 | 13F | 文丘里财富管理有限责任公司 | 1,701 | 9.53 | 261 | 8.30 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 12,916 | 3.60 | 1,983 | 2.48 | ||||
2025-06-18 | NP | 全国共同基金 - 全国基本全盘股票投资组合 R6 级 | 858 | 11.43 | 125 | -1.57 | ||||
2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 82 | 2.50 | 13 | 0.00 | ||||
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 | 18,212 | 2.34 | 2,797 | 1.19 | ||||
2025-06-23 | NP | PJARX - 小盘价值基金 II R-3 | 48,965 | 24.26 | 7,147 | 9.60 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 5,096 | 1 | ||||||
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 | 787 | 5.92 | 121 | 4.35 | ||||
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 | 359,423 | 2.11 | 52,461 | -9.93 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 81,135 | 41.83 | 12 | 50.00 | ||||
2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 1,573 | 16.52 | 250 | 11.11 | ||||
2025-08-20 | NP | QLEIX - AQR 多空股票基金 I 类 | Short | -85,413 | -13,116 | |||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 73,476 | 0.74 | 11,283 | -0.38 | ||||
2025-07-23 | NP | CFSLX - 专栏小型股基金 | 10,106 | 20.51 | 1,609 | 14.93 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 2,370 | 10.23 | 364 | 9.01 | ||||
2025-08-20 | NP | QLFIX - AQR LSE 融合基金 I 类 | Short | -198 | -30 | |||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 25 | 4 | ||||||
2025-08-06 | 13F | 福克斯运行管理有限公司 | 4,677 | 718 | ||||||
2025-08-08 | 13F | Geode资本管理有限公司 | 879,139 | 0.76 | 135,017 | -0.36 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 924,437 | 2.21 | 141,956 | 1.08 | ||||
2025-07-29 | NP | SSMAX - Siit 中小盘股票基金 - A 类 | 8,390 | 9.24 | 1,336 | 4.21 | ||||
2025-08-04 | 13F | 阿拉巴马州退休制度 | 43,633 | 0.88 | 6,700 | -0.24 | ||||
2025-08-26 | NP | JMEE - 摩根大通市场扩张增强型股票 ETF | 20,250 | 129.23 | 3,110 | 126.77 | ||||
2025-08-12 | 13F | 路石控股有限责任公司 | 4,705 | 0.77 | 722 | -0.41 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 923 | 42.66 | 142 | 41.00 | ||||
2025-08-13 | 13F | 四级咨询服务有限公司 | 35,117 | 1.24 | 5,393 | 0.11 | ||||
2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 62,245 | 2.33 | 9,558 | 1.21 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 976 | 28.25 | 150 | 26.27 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 6,738 | 8.22 | 1,035 | 7.04 | ||||
2025-08-14 | 13F | 维登咨询有限责任公司 | 2,752 | 12.56 | 423 | 11.35 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 4,539 | 201.59 | 697 | 199.14 | ||||
2025-07-28 | NP | AVLV - Avantis 美国大盘价值 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 | 15,534 | 56.03 | 2,474 | 48.71 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 2 | 0 | ||||||
2025-07-25 | 13F | 正义投资有限责任公司 | 3,921 | 12.96 | 603 | 11.90 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 3 | 200.00 | 0 | |||||
2025-06-25 | NP | FAD - First Trust Multi Cap Growth AlphaDEX 基金 This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,804 | 7.47 | 409 | -5.10 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 128,192 | 205.39 | 19,685 | 202.06 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 8,406 | 0.88 | 1 | 0.00 | ||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 1,429 | 4.77 | 219 | 3.79 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 2,755 | 65.66 | 423 | 63.32 | ||||
2025-08-05 | 13F | 纽约梅隆银行 | 307,726 | 0.14 | 47,254 | -0.96 | ||||
2025-08-12 | 13F | 摩根大通公司 | 181,659 | 5.62 | 27,896 | 4.46 | ||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 1,446 | 222 | ||||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 3 | 50.00 | 0 | |||||
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 9,719 | 26.14 | 1,419 | 11.30 | ||||
2025-07-29 | NP | IVOO - Vanguard S&P Mid-Cap 400 指数基金 ETF 股票 | 52,823 | 5.83 | 8,412 | 0.88 | ||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 73 | 32.73 | 11 | 37.50 | ||||
2025-06-26 | NP | ISCV - iShares Morningstar 小盘价值 ETF | 3,921 | 5.40 | 572 | -6.99 | ||||
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 | 193,179 | 0.08 | 30,762 | -4.60 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 468 | 8.58 | 72 | 7.58 | ||||
2025-08-26 | NP | IJH - iShares 核心标普中盘 ETF | 1,162,747 | 0.34 | 178,551 | -0.76 | ||||
2025-08-13 | 13F | 百达资产管理控股公司 | 5,303 | 4.76 | 814 | 3.69 | ||||
2025-05-28 | NP | SMLV - SPDR SSGA 美国小盘低波动指数 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 | 2,311 | 28.67 | 359 | 28.78 | ||||
2025-07-18 | 13F | 信托金融公司 | 2,647 | 1.34 | 406 | 0.25 |