机构和基金投资人持股 - 买家
在斯特林基础设施公司中开设新头寸的主要持有者包括 IJR - iShares 核心标普小盘股 ETF, ANONX - 小盘成长基金 I 类, IJT - iShares S&P Small-Cap 600 Growth ETF, CALF - Pacer 美国小型现金牛 100 ETF, VTMSX - 先锋税务管理小型基金海军上将股票, 信托基金, JATTX - Janus Henderson Triton 基金 T 级, FTRNX - 富达趋势基金, 前沿资本管理有限公司, SLYG - SPDR(R) S & P 600 小盘成长 ETF, JAVTX - Janus Henderson 风险基金 T 级, VIOO - Vanguard S&P Small-Cap 600 指数基金 ETF 股票, 光圈投资者有限责任公司, 公共部门养老金投资委员会, NMSAX - 哥伦比亚小型股指数基金 A 类, 翡翠顾问有限公司, JNL 系列信托 - JNL 小盘股指数基金 (I), ALMAX - 阿尔及尔韦瑟比专业成长基金 A 类, CIBC 世界市场公司, 和 VIOG - Vanguard S&P Small-Cap 600 Growth Index Fund ETF 股票 .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-06-26 | NP | DFUS - 维度美国股票 ETF | 8,099 | 18.48 | 1,210 | 24.36 | ||||
2025-06-25 | NP | ACWDX - AMG 管理公司 LMCG 小盘成长基金 N 类股票 | 5,905 | 50.06 | 882 | 57.50 | ||||
2025-07-11 | 13F/A | Financiere des Professionnels - 投资基金公司 | 1,023 | 236 | ||||||
2025-08-14 | 13F | 4D 顾问有限公司 | 30,000 | 6,922 | ||||||
2025-08-11 | 13F | 安尼斯·加德纳·惠廷资本顾问有限责任公司 | 10 | 2 | ||||||
2025-07-25 | 13F | Envestnet 投资组合解决方案公司 | 1,935 | 3.75 | 446 | 111.37 | ||||
2025-08-15 | 13F | 摩根士丹利 | 490,209 | 59.99 | 113,106 | 226.07 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 3,220 | 743 | ||||||
2025-08-26 | NP | WCMLX - WCM 小盘成长基金机构类别股票 | 5,870 | 27.80 | 1,354 | 160.89 | ||||
2025-07-08 | 13F | NBC 证券公司 | 738 | 0 | ||||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 35,960 | 6.24 | 8,297 | 116.58 | ||||
2025-08-14 | 13F | 柯罗尼集团有限责任公司 | 2,767 | 19.63 | 638 | 144.44 | ||||
2025-08-25 | NP | 美国互助投资公司 - 小盘股票指数基金类别 | 3,938 | 909 | ||||||
2025-08-13 | 13F | EverSource 财富顾问有限责任公司 | 81 | 24.62 | 19 | 157.14 | ||||
2025-08-12 | 13F | LPL 金融有限责任公司 | 80,375 | 34.26 | 18,545 | 173.63 | ||||
2025-07-15 | 13F | 鼓山资本有限责任公司 | 1,580 | 365 | ||||||
2025-07-17 | 13F | HB 财富管理有限责任公司 | 1,093 | 252 | ||||||
2025-08-13 | 13F | 箭街资本有限合伙企业 | 25,698 | 5,929 | ||||||
2025-07-24 | 13F | 美国合众银行\de\ | 754 | 38.10 | 174 | 183.61 | ||||
2025-08-28 | NP | SPWIX - Simt 小盘成长基金 I 类 | 8,274 | 25.59 | 1,909 | 156.24 | ||||
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 | 15,304 | 83.63 | 2,287 | 92.75 | ||||
2025-08-14 | 13F | 安盛公司 | 19,417 | 56.75 | 4,480 | 219.54 | ||||
2025-05-29 | NP | SEASONS 系列信托 - SA 多管理适度增长投资组合 1 级 | 275 | 3.38 | 31 | -29.55 | ||||
2025-07-22 | 13F | HFM投资顾问有限责任公司 | 2 | 0 | ||||||
2025-08-22 | NP | 哥伦比亚基金可变系列信托 II - 可变投资组合 - 合作伙伴小型股成长基金 1 级 | 12,113 | 211.55 | 2,795 | 535.00 | ||||
2025-07-22 | 13F | 湾港财富管理有限责任公司 | 1 | 0 | ||||||
2025-08-14 | 13F | 德肖公司 | 11,456 | 2,643 | ||||||
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 | 1,620 | 6.93 | 374 | 118.13 | ||||
2025-08-29 | NP | STXK-Strive 小型股 ETF | 938 | 3.08 | 216 | 109.71 | ||||
2025-07-14 | 13F | 农商投资公司 | 14 | 3 | ||||||
2025-04-17 | NP | FLFGX - 全球配置基金零售类 | 161 | 347.22 | 18 | 200.00 | ||||
2025-08-14 | 13F | 加洛合伙公司 | 7,600 | 1,754 | ||||||
2025-08-11 | 13F | Avantax 规划合作伙伴公司 | 870 | 201 | ||||||
2025-08-27 | NP | VISGX - 先锋小盘成长指数基金投资者股票 | 392,015 | 91.99 | 90,450 | 291.28 | ||||
2025-06-04 | 13F | Legacy Capital Wealth Management, LLC | 12,043 | 2,029 | ||||||
2025-08-11 | 13F | 授权基金有限责任公司 | 3,366 | 0.84 | 777 | 105.84 | ||||
2025-06-26 | NP | FDSCX - 富达股票选择小盘股基金 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 | 189,300 | 27.99 | 28,287 | 34.30 | ||||
2025-07-16 | 13F | 国会资产管理公司/马 | 547,688 | 2.91 | 126,368 | 109.74 | ||||
2025-08-11 | 13F | 先锋集团公司 | 3,437,398 | 28.12 | 793,111 | 161.11 | ||||
2025-07-17 | 13F | 芝加哥资本有限责任公司 | 1,558 | 359 | ||||||
2025-07-30 | NP | SMIZ - Zacks 中小型股 ETF | 2,843 | 4.91 | 535 | 55.23 | ||||
2025-07-23 | 13F | 路易斯安那州雇员退休制度 | 14,200 | 3,276 | ||||||
2025-07-29 | 13F | 埃弗伦斯资本管理公司 | 1,160 | 0 | ||||||
2025-06-26 | NP | ISCG - iShares Morningstar 小盘成长 ETF | 8,816 | 5.66 | 1,317 | 10.86 | ||||
2025-08-26 | NP | 纽约梅隆银行投资组合 - 小盘股指数投资组合 - 服务股票 | 11,859 | 2,736 | ||||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Call | 10,300 | 63.49 | 2,377 | 233.24 | |||
2025-08-22 | NP | LACAX - 哥伦比亚橡子基金 A 类 | 203,718 | 10.11 | 47,004 | 124.40 | ||||
2025-08-27 | NP | RYDEX 可变信托 - S&P SmallCap 600 纯增长基金可变年金 | 360 | 83 | ||||||
2025-05-29 | NP | JADMX - 小盘机会信托资产净值 | 8,175 | 43.14 | 925 | -3.85 | ||||
2025-08-19 | 13F | MRP 资本投资有限责任公司 | 11,775 | 11.19 | 2,717 | 126.71 | ||||
2025-08-14 | 13F | 汉考克·惠特尼公司 | 6,790 | 80.54 | 1,567 | 268.47 | ||||
2025-08-14 | 13F | 第一集团贸易有限公司 | Put | 3,700 | 131.25 | 854 | 371.27 | |||
2025-08-14 | 13F | 弗默尔有限公司 | 1,820,638 | 47.80 | 420,076 | 201.23 | ||||
2025-08-07 | 13F | ProShare 顾问有限责任公司 | 6,674 | 3.31 | 1,540 | 110.53 | ||||
2025-08-14 | 13F | 洛德雅培有限公司 | 69,828 | 14.14 | 16 | 166.67 | ||||
2025-07-29 | 13F | Hartline 投资公司/ | 1,100 | 254 | ||||||
2025-08-11 | 13F | 美国信安证券公司 | 4,964 | 290.87 | 1,145 | 437.56 | ||||
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 | 684 | 6.88 | 158 | 118.06 | ||||
2025-08-26 | NP | VVICX - Voya VACS 指数系列 SC 投资组合 | 2,086 | 5.46 | 481 | 115.70 | ||||
2025-07-24 | NP | FSCDX - 富达顾问小型基金 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 | 164,100 | 23.11 | 30,852 | 81.94 | ||||
2025-07-10 | 13F | CWC Advisors, LLC。 | 1,858 | 2.37 | 429 | 108.78 | ||||
2025-07-29 | NP | VIOG - Vanguard S&P Small-Cap 600 Growth Index Fund ETF 股票 | 37,036 | 6,963 | ||||||
2025-08-14 | 13F | 堡点资本合作伙伴有限责任公司 | 1,525 | 352 | ||||||
2025-08-27 | NP | VEXMX - 先锋扩展市场指数基金投资者股票 | 470,485 | 0.01 | 108,555 | 103.82 | ||||
2025-08-08 | 13F | 乌龟投资管理有限公司 | 2 | 0 | ||||||
2025-07-08 | 13F | 信托基金 | 191,300 | 44,527 | ||||||
2025-07-14 | 13F | 富达财富管理 | 2 | 0 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 小盘成长投资组合 A 类 | 7,699 | 2.35 | 1,776 | 108.70 | ||||
2025-08-01 | 13F | 贝西默集团公司 | 125 | 119.30 | 0 | |||||
2025-07-15 | 13F | 毅力家族办公室有限责任公司 | 21 | 5 | ||||||
2025-08-05 | 13F | 新方资本有限责任公司 | 5 | 1 | ||||||
2025-08-08 | 13F | 马萨诸塞州金融服务公司 /ma/ | 21,061 | 1.24 | 4,859 | 106.33 | ||||
2025-08-08 | 13F | 新泽西州警察和消防员退休系统 | 6,735 | 4.55 | 1,554 | 113.03 | ||||
2025-07-25 | NP | BRSDX - MFS 混合研究小型股票基金 A | 17,113 | 0.52 | 3,217 | 48.59 | ||||
2025-06-30 | NP | CALF - Pacer 美国小型现金牛 100 ETF | 217,810 | 32,547 | ||||||
2025-08-13 | 13F | 联合爱马仕有限公司 | 32,461 | 19.98 | 7,490 | 144.58 | ||||
2025-08-25 | 13F/A | 路博迈伯曼集团有限责任公司 | 21,999 | 5,076 | ||||||
2025-08-11 | 13F | 五大湖顾问有限公司 | 117,649 | 347.64 | 27,145 | 812.44 | ||||
2025-06-25 | NP | GSAOX - 高盛小盘成长洞察基金 A 类 | 7,127 | 17.01 | 1,065 | 22.72 | ||||
2025-08-21 | NP | MXMTX - Great-West 小盘成长基金投资者类别 | 3,408 | 36.05 | 786 | 177.74 | ||||
2025-07-17 | 13F | 沃尔夫维斯马加纳有限责任公司 | 68 | 94.29 | 16 | 400.00 | ||||
2025-07-16 | 13F | 签名有限责任公司 | 392 | 21.74 | 90 | 150.00 | ||||
2025-08-14 | 13F | Fwl投资管理有限公司 | 30 | 7 | ||||||
2025-08-14 | 13F | 道富银行 | 1,131,751 | 62.04 | 261,129 | 230.25 | ||||
2025-08-27 | NP | NAESX - 先锋小型股指数基金投资者股票 | 706,990 | 95.15 | 163,124 | 297.74 | ||||
2025-07-25 | NP | AFMC - First Trust Active Factor Mid Cap 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 | 476 | 48.75 | 89 | 122.50 | ||||
2025-08-13 | 13F | 谢尔顿资本管理公司 | 1,180 | 272 | ||||||
2025-08-27 | NP | CSXAX - Calvert 美国大盘核心责任指数基金 A 类 | 4,037 | 931 | ||||||
2025-07-29 | NP | VRTIX - Vanguard Russell 2000 指数基金机构股票 | 149,721 | 9.60 | 28,149 | 61.99 | ||||
2025-08-22 | NP | FTRNX - 富达趋势基金 | 177,700 | 41,001 | ||||||
2025-08-14 | 13F | 工程师 门经理 LP | 966 | 223 | ||||||
2025-06-26 | NP | FOCSX - 富达小盘成长 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 | 178,923 | 123.00 | 26,736 | 133.99 | ||||
2025-08-22 | NP | CVMC - Calvert 美国中盘核心责任指数 ETF | 235 | 54 | ||||||
2025-08-14 | 13F | 德里豪斯资本管理有限公司 | 416,820 | 96,173 | ||||||
2025-06-30 | NP | CSMD - 国会 SMid 增长 ETF | 47,729 | 20.53 | 7,132 | 26.48 | ||||
2025-08-26 | NP | XJR - iShares ESG 筛选标普小盘 ETF | 2,385 | 550 | ||||||
2025-08-14 | 13F | 大和证券集团公司 | 3,600 | 260.00 | 1 | |||||
2025-08-28 | NP | CPAEX - Counterpoint Tactical Equity Fund A 类股票 | 3,327 | 768 | ||||||
2025-06-27 | NP | AACRX - 战略配置:保守基金 R 级 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 | 173 | 26 | ||||||
2025-06-26 | NP | DFAU - 维度美国核心股票市场 ETF | 6,430 | 30.03 | 961 | 36.36 | ||||
2025-07-23 | NP | CFSSX-专栏小盘精选基金 | 13,080 | 13.80 | 2,459 | 10.02 | ||||
2025-07-29 | 13F | TFC财务管理 | 136 | 0.74 | 31 | 106.67 | ||||
2025-07-09 | 13F | VisionPoint 咨询集团有限责任公司 | 957 | 221 | ||||||
2025-08-01 | 13F | 融合投资伙伴有限责任公司 | 5,774 | 1.05 | 1,332 | 106.19 | ||||
2025-06-25 | NP | MSSCX - AMG Frontier 小盘成长基金 I 类 | 4,023 | 601 | ||||||
2025-06-26 | NP | DCOR - 维度美国核心股票 1 ETF | 2,902 | 65.54 | 434 | 73.90 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 小盘指数基金 II 类 | 5,628 | 6.96 | 1,299 | 118.15 | ||||
2025-03-31 | NP | OTTRX - Otter Creek 多/空机会基金机构类别 | Short | -4,500 | -641 | |||||
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 | 7,390 | 2.62 | 1,104 | 7.71 | ||||
2025-08-04 | 13F | 翡翠共同基金顾问信托 | 34,197 | 7,890 | ||||||
2025-07-29 | 13F | 私人信托公司 | 591 | 9.44 | 136 | 122.95 | ||||
2025-08-14 | 13F | Smartleaf资产管理有限责任公司 | 286 | 257.50 | 66 | 633.33 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - 1290 VT 微型资本投资组合 IB 级 | 7,470 | 21.05 | 1,724 | 146.85 | ||||
2025-07-17 | 13F | 迪努佐私人财富有限公司 | 6 | 50.00 | 1 | |||||
2025-08-13 | 13F | 帕纳戈拉资产管理公司 | 131,027 | 1.88 | 30,232 | 107.64 | ||||
2025-08-28 | NP | SEIS – SEI 精选小型股 ETF | 6,776 | 134.22 | 1,563 | 377.98 | ||||
2025-07-08 | 13F | 贝克埃利斯资产管理有限责任公司 | 55,475 | 0.10 | 12,800 | 104.00 | ||||
2025-06-26 | NP | AZTD - Aztlan 全球股票精选 DM SMID ETF | 3,968 | 17.08 | 593 | 22.82 | ||||
2025-08-07 | 13F | 未来基金有限责任公司 | 3,958 | 913 | ||||||
2025-06-26 | NP | USCAX - 小盘股票基金份额 | 24,357 | 5.51 | 3,640 | 10.71 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/AB 小型股成长投资组合 IB 类 | 10,870 | 4.72 | 2,508 | 113.45 | ||||
2025-08-14 | 13F | MGB 财富管理有限责任公司 | 950 | 219 | ||||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA 小型股指数投资组合 1 级 | 3,393 | 2.63 | 507 | 7.87 | ||||
2025-07-22 | NP | DSMFX - 目的地中小型股票基金 I 类 | 783 | 0.90 | 147 | 50.00 | ||||
2025-08-04 | 13F | 精明顾问公司 | 1,015 | 234 | ||||||
2025-07-28 | NP | SAA - ProShares Ultra SmallCap600 | 532 | 100 | ||||||
2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 39,216 | 70.86 | 9,048 | 248.27 | ||||
2025-08-08 | 13F | 宾夕法尼亚州公立学校就业重新注册系统 | 7,808 | 1,802 | ||||||
2025-08-04 | 13F | Pensionmark 金融集团有限公司 | 1,112 | 257 | ||||||
2025-08-07 | 13F | 肯塔基州教师退休制度 | 8,034 | 2 | ||||||
2025-08-27 | NP | Brighthouse Funds Trust II - MetLife Russell 2000 指数投资组合 A 类 | 10,731 | 1.60 | 2,476 | 107.11 | ||||
2025-07-17 | 13F | 风险投资远见伙伴有限责任公司 | 931 | 215 | ||||||
2025-08-11 | 13F | 新时代阿尔法顾问有限责任公司 | 1,281 | 296 | ||||||
2025-08-26 | NP | JMEE - 摩根大通市场扩张增强型股票 ETF | 12,343 | 2,848 | ||||||
2025-08-15 | NP | PENNX - 罗伊斯宾夕法尼亚共同基金投资类别 | 39,165 | 42.05 | 9,037 | 189.52 | ||||
2025-08-15 | 13F | Kestra 咨询服务有限责任公司 | 1,138 | 13.23 | 263 | 131.86 | ||||
2025-08-12 | 13F | 公园广场金融集团有限责任公司 | 125 | 40.45 | 29 | 180.00 | ||||
2025-08-19 | 13F | 霍希默财富管理有限公司 | 1,024 | 236 | ||||||
2025-07-15 | 13F | SJS投资咨询公司 | 7 | 250.00 | 2 | |||||
2025-08-28 | NP | SLYG - SPDR(R) S & P 600 小盘成长 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 | 150,367 | 34,694 | ||||||
2025-06-26 | NP | TSCGX - Thrivent 小盘成长基金 S 级 | 17,078 | 2,552 | ||||||
2025-06-25 | NP | DISSX - 纽约梅隆银行小型股票指数基金投资者股票 | 20,499 | 3,063 | ||||||
2025-06-26 | NP | DFAC - 维度美国核心股票 2 ETF | 60,093 | 5.67 | 8,980 | 10.87 | ||||
2025-08-08 | 13F | 大西洋信托有限责任公司 | 8 | 2 | ||||||
2025-08-12 | 13F | Jw 科尔顾问公司 | 3,088 | 712 | ||||||
2025-08-14 | 13F | 科学技术研究有限责任公司 | 5,684 | 9.81 | 1,311 | 124.10 | ||||
2025-08-14 | 13F | 美国银行 /de/ | 295,133 | 53.76 | 68,096 | 213.39 | ||||
2025-06-26 | NP | ETTOX - E*TRADE 免费总市场指数基金 | 10 | 1 | ||||||
2025-08-12 | 13F | EAM 投资者有限责任公司 | 26,584 | 6,134 | ||||||
2025-08-14 | 13F | 两个西格玛证券有限公司 | 4,053 | 935 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL 小盘股指数基金 (I) | 52,064 | 12,013 | ||||||
2025-07-14 | 13F | 伽玛投资有限责任公司 | 901 | 193.49 | 208 | 508.82 | ||||
2025-08-26 | NP | NSIDX - 北方小盘股指数基金 | 13,794 | 0.75 | 3,183 | 105.42 | ||||
2025-07-30 | 13F | 道德公司 | 1,081 | 250 | ||||||
2025-08-14 | 13F | 骏利亨德森集团有限公司 | 556,963 | 415.35 | 128,494 | 924.02 | ||||
2025-08-26 | NP | PENN SERIES FUNDS INC - 小盘成长基金 | 3,889 | 897 | ||||||
2025-04-22 | NP | GSBDX - 高盛小盘成长基金 A 类股票 | 15,832 | 52.16 | 2,014 | -0.49 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 117 | 24.47 | 27 | 160.00 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA 多管理小型股投资组合 1 级 | 2,070 | 83.19 | 478 | 275.59 | ||||
2025-07-23 | 13F | Klp资本管理公司 | 8,400 | 3.70 | 1,938 | 111.34 | ||||
2025-08-26 | NP | NVSOX - 富国银行纪律小盘基金管理员班 | 3,401 | 44.29 | 785 | 194.74 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 1,746 | 67.72 | 403 | 235.00 | ||||
2025-08-29 | NP | JAFEX - 总股票市场指数信托资产净值 | 511 | 3.44 | 118 | 112.73 | ||||
2025-06-30 | NP | VEXPX - VANGUARD EXPLORER 基金投资者股票 | 150,444 | 41.73 | 22,481 | 48.70 | ||||
2025-08-28 | NP | IJT - iShares S&P Small-Cap 600 Growth ETF | 267,813 | 61,792 | ||||||
2025-08-05 | 13F | 蓝色谷仓财富有限责任公司 | 931 | 215 | ||||||
2025-08-14 | 13F | 美世全球顾问公司 /adv | 1,691 | 390 | ||||||
2025-07-07 | 13F | 财富联盟咨询集团有限责任公司 | 1,680 | 388 | ||||||
2025-08-13 | 13F | 双峰财富顾问有限责任公司 | 111 | 34 | ||||||
2025-08-04 | 13F | 翡翠顾问有限公司 | 54,955 | 12,680 | ||||||
2025-07-29 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 7,896 | 411.40 | 1,485 | 657.14 | ||||
2025-07-25 | NP | NMSAX - 哥伦比亚小型股指数基金 A 类 | 58,535 | 11,005 | ||||||
2025-08-05 | 13F | 码头资本有限责任公司 | 51,494 | 58.26 | 11,881 | 222.59 | ||||
2025-08-27 | NP | 俄亥俄州国家基金公司 - ON Janus Henderson 风险投资组合 | 1,221 | 282 | ||||||
2025-06-30 | NP | VT - Vanguard Total World Stock Index Fund ETF 股票 | 19,372 | 6.99 | 2,895 | 12.26 | ||||
2025-08-11 | 13F | 绝对投资投资有限公司。 | 870 | 201 | ||||||
2025-07-25 | 13F | Gw Henssler & Associates 有限公司 | 926 | 214 | ||||||
2025-08-11 | 13F | B.梅茨勒塞尔。索恩公司 | 19,758 | 19.33 | 4,559 | 143.22 | ||||
2025-08-12 | 13F | 管家合伙人投资咨询有限公司 | 837 | 1.95 | 193 | 109.78 | ||||
2025-08-27 | NP | 安联可变保险产品信托 - AZL 小盘股指数基金 2 级 | 9,893 | 2,283 | ||||||
2025-07-25 | 13F | 优素福资本管理有限公司 | 11,500 | 2,653 | ||||||
2025-08-14 | 13F | 多元化咨询服务有限公司 | 2,829 | 8.02 | 872 | 123.59 | ||||
2025-06-26 | NP | JHSC - 约翰汉考克多因素小盘股 ETF | 6,244 | 933 | ||||||
2025-08-07 | 13F | 伊利诺伊州市政退休基金 | 15,195 | 3,506 | ||||||
2025-08-12 | 13F | 银色信托公司 | 8,331 | 0.43 | 1,922 | 104.69 | ||||
2025-08-22 | NP | WUSAX - 万格美国 | 38,634 | 10.14 | 8,914 | 124.48 | ||||
2025-07-15 | 13F | 俄亥俄州公共雇员退休制度 | 894 | 336.10 | 206 | 795.65 | ||||
2025-06-26 | NP | DXUV-美国维度矢量股票 ETF | 730 | 26.52 | 109 | 32.93 | ||||
2025-08-11 | 13F | 私人顾问集团有限责任公司 | 1,660 | 383 | ||||||
2025-06-24 | NP | QASGX - 联邦 MDT 小盘成长基金 A 类股票 This fund is a listed as child fund of Federated Hermes, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 12,273 | 161.68 | 1,834 | 174.81 | ||||
2025-07-25 | 13F | 海明顿财富管理 | 33 | 65.00 | 0 | |||||
2025-08-05 | 13F | 沃什伯恩资本管理公司 | 900 | 208 | ||||||
2025-07-11 | 13F/A | Umb Bank 北美/月 | 102 | 24 | ||||||
2025-08-06 | 13F | 森吉咨询小组 | 1,449 | 272 | ||||||
2025-08-12 | 13F | 摩根大通公司 | 122,623 | 8.28 | 28,293 | 120.69 | ||||
2025-05-29 | NP | SFLO - VictoryShares 小盘股自由现金流 ETF | 16,059 | 108.07 | 1,818 | 62.47 | ||||
2025-06-26 | NP | CRSSX - 天主教责任投资小盘基金机构股 | 12,400 | 1,853 | ||||||
2025-08-14 | 13F | 维维恩基金管理有限责任公司 | 19,503 | 337.97 | 4,500 | 792.66 | ||||
2025-08-12 | 13F | Jaffetilchin 投资伙伴有限责任公司 | 2,580 | 595 | ||||||
2025-08-27 | NP | RYRRX - 罗素 2000 基金 A 类 | 70 | 1.45 | 16 | 128.57 | ||||
2025-08-14 | 13F/A | 斯科波斯实验室有限公司 | 318 | 85.96 | 73 | 284.21 | ||||
2025-08-21 | NP | LAZARD RETIRMENT SERIES INC - Lazard Retirement 全球动态多资产投资组合投资者股票 | 550 | 127 | ||||||
2025-08-28 | NP | SPSM - SPDR(R) 投资组合小型股 ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 258,795 | 1,079.72 | 59,712 | 19,286.69 | ||||
2025-08-12 | 13F | 嘉信理财投资管理公司 | 341,997 | 6.17 | 78,909 | 116.38 | ||||
2025-07-31 | 13F | 催化剂资本顾问有限责任公司 | 9,050 | 2,088 | ||||||
2025-07-31 | 13F | 财通国际资产管理有限公司 | 25 | 6 | ||||||
2025-08-06 | 13F | 地平线投资服务有限责任公司 | 14,209 | 1.03 | 3,278 | 105.90 | ||||
2025-08-27 | NP | CSSAX - Carillon Scout 小盘基金 A 类 | 24,426 | 75.35 | 5,636 | 257.32 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 935 | 1.30 | 233 | 123.08 | ||||
2025-07-31 | 13F/A | 亚飞财富 | 4 | 0 | ||||||
2025-05-29 | NP | THBVX - 胜利泰铢美国小机会基金 A | 780 | 4.00 | 88 | -30.16 | ||||
2025-07-25 | 13F | 我们是一七有限责任公司 | 4,378 | 1,010 | ||||||
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 | 74,232 | 2.92 | 11,092 | 7.99 | ||||
2025-07-22 | 13F | 旧国家银行/in/ | 1,083 | 250 | ||||||
2025-05-29 | NP | USVM - VictoryShares USAA MSCI 美国小盘股价值动量 ETF | 13,278 | 278.18 | 1,503 | 154.31 | ||||
2025-07-30 | 13F | 卡伦/弗罗斯特银行家公司 | 105 | 176.32 | 24 | 500.00 | ||||
2025-07-30 | NP | BFOR - 巴伦 400 ETF | 3,022 | 8.74 | 568 | 60.91 | ||||
2025-07-23 | 13F | 冯托贝尔控股有限公司 | 1,324 | 305 | ||||||
2025-08-18 | NP | 太平洋精选基金 - 小盘股指数投资组合 I 类 | 7,962 | 4.56 | 1,837 | 113.11 | ||||
2025-07-29 | NP | SFYX - SoFi Next 500 ETF | 138 | 26 | ||||||
2025-08-05 | 13F | 西格玛规划公司 | 1,500 | 346 | ||||||
2025-08-06 | 13F | 联邦股权服务有限公司 | 6,018 | 26.69 | 1 | |||||
2025-08-14 | 13F | Xponance公司 | 2,336 | 2.82 | 539 | 109.34 | ||||
2025-06-25 | NP | FNY - First Trust 中型成长 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 | 4,571 | 683 | ||||||
2025-07-29 | NP | BPSIX - Boston Partners 小盘价值基金 II 机构 | 24,240 | 4.07 | 4,557 | 53.85 | ||||
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 | 219,914 | 27.18 | 50,741 | 159.21 | ||||
2025-08-22 | NP | CVLC - Calvert 美国大盘核心责任指数 ETF | 341 | 79 | ||||||
2025-07-25 | NP | WSML - iShares MSCI 全球小型股 ETF | 1,820 | 342 | ||||||
2025-08-01 | 13F | Envestnet资产管理公司 | 111,884 | 42.61 | 25,815 | 190.68 | ||||
2025-08-26 | NP | Profunds - Profund 小盘成长股副总裁 | 698 | 161 | ||||||
2025-07-29 | NP | RBB FUND, INC. - 阿达拉小型公司基金 | 8,397 | 114.15 | 1,579 | 216.87 | ||||
2025-08-29 | NP | EZM - WisdomTree 美国中型股基金 不适用 | 3,513 | 4.68 | 811 | 113.72 | ||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 1,083,371 | 5.24 | 249,966 | 114.48 | ||||
2025-08-07 | 13F | 深刻顾问有限公司 | 1,505 | 347 | ||||||
2025-04-17 | NP | FLDGX - 动态配置基金零售类 | 2,353 | 39.89 | 266 | -6.01 | ||||
2025-06-26 | NP | TISEX - TIAA-CREF 机构级量化小型股票基金 | 109,890 | 18.01 | 16,421 | 23.81 | ||||
2025-08-05 | 13F | 纽约梅隆银行 | 177,546 | 101.77 | 40,965 | 311.25 | ||||
2025-08-14 | 13F | 联盟财富顾问有限责任公司/UT | 5,948 | 0.49 | 1,372 | 104.78 | ||||
2025-07-15 | 13F | 重要财富合作伙伴有限责任公司 | 2,079 | 7.94 | 480 | 119.72 | ||||
2025-07-28 | NP | AVLC - Avantis 美国大盘股票 ETF | 54 | 200.00 | 10 | 400.00 | ||||
2025-08-14 | 13F | Globeflex资本有限公司 | 14,906 | 188.60 | 3,439 | 488.87 | ||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 30,761 | 20.79 | 7,097 | 146.17 | ||||
2025-08-25 | NP | MMGEX - MassMutual Select 小盘成长股票基金 A 类 | 14,185 | 18.89 | 3,273 | 142.37 | ||||
2025-04-17 | NP | FLRUX - 保守配置基金零售类 | 447 | 254.76 | 51 | 138.10 | ||||
2025-08-14 | 13F | 多元化财富管理有限责任公司 | 7,379 | 12.48 | 2,276 | 132.38 | ||||
2025-08-27 | NP | VTSMX - 先锋总股票市场指数基金投资者份额 | 933,752 | 1.50 | 215,445 | 106.87 | ||||
2025-08-28 | NP | Elevation Series Trust - RiverNorth Patriot ETF | 80 | 18 | ||||||
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 | 3,773 | 1.32 | 871 | 106.65 | ||||
2025-06-27 | NP | EBIT - Harbor AlphaEdge 小型股收益者 ETF | 96 | 1.05 | 14 | 7.69 | ||||
2025-07-30 | 13F | 论坛财务管理有限合伙人 | 1,332 | 307 | ||||||
2025-05-22 | NP | GONIX - Gotham 中性基金机构类 | 1,160 | 634.18 | 131 | 495.45 | ||||
2025-08-05 | 13F | 柏拉图投资管理有限公司 | 218 | 50 | ||||||
2025-08-06 | 13F | 第一地平线顾问公司 | 226 | 111.21 | 52 | 333.33 | ||||
2025-08-04 | 13F | 汉兹金融服务公司 | 295 | 16.14 | 0 | |||||
2025-08-04 | 13F | 联合银行 | 8,645 | 736.07 | 2 | |||||
2025-08-14 | 13F | 前沿资本管理有限公司 | 155,729 | 35,931 | ||||||
2025-06-03 | 13F | 投资有限责任公司 | 8,206 | 13.31 | 929 | -23.79 | ||||
2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 61,004 | 20.67 | 14,075 | 145.94 | ||||
2025-07-28 | NP | AGCVX - 全球小型基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,578 | 673 | ||||||
2025-08-28 | NP | ASQIX - 小公司基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 10,243 | 7.89 | 2,363 | 120.02 | ||||
2025-08-26 | NP | SCDS - 摩根大通基础数据科学小型核心 ETF | 34 | 8 | ||||||
2025-08-18 | 13F/A | 加拿大国家银行/fi/ | 81 | 19 | ||||||
2025-08-15 | 13F | 大西人寿保险公司 /can/ | 30,984 | 260.66 | 7 | |||||
2025-08-04 | 13F | 科瓦克顾问公司 | 3,381 | 16.03 | 780 | 137.08 | ||||
2025-07-28 | 13F | 纽约州教师退休制度 | 17,620 | 549.94 | 4 | |||||
2025-08-15 | 13F | 嘉实基金管理有限公司 | 3,908 | 1,863.82 | 1 | |||||
2025-08-15 | 13F | Captrust 财务顾问 | 39,678 | 11.98 | 9,155 | 128.22 | ||||
2025-07-23 | 13F | 高注财富有限责任公司 | 18 | 4 | ||||||
2025-08-14 | 13F | 里格斯资产管理有限公司 | 34,372 | 34.88 | 7,931 | 174.97 | ||||
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 | 279,717 | 41,798 | ||||||
2025-07-31 | 13F | 奥本海默公司 | 8,343 | 106.77 | 1,925 | 321.93 | ||||
2025-07-28 | NP | HDG - ProShares 对冲复制 ETF | 39 | 11.43 | 7 | 75.00 | ||||
2025-07-25 | 13F | 正义投资有限责任公司 | 1,874 | 433 | ||||||
2025-07-08 | 13F | GK财富管理有限责任公司 | 869 | 201 | ||||||
2025-07-16 | 13F | 阿拉斯加州税务部 | 18,083 | 4 | ||||||
2025-08-13 | 13F | 杰克逊溪投资顾问有限责任公司 | 6,150 | 1 | ||||||
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 | 20,181 | 8.30 | 4,656 | 120.77 | ||||
2025-07-30 | 13F | 达戴维森公司 | 2,456 | 1.32 | 567 | 106.57 | ||||
2025-08-13 | 13F | 丽都顾问有限责任公司 | 1,620 | 374 | ||||||
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 | 4,570 | 4.58 | 1,054 | 113.36 | ||||
2025-08-27 | NP | TRANSAMERICA 系列信托 - Transamerica T. Rowe Price 小盘股副总裁初始 | 17,237 | 32.22 | 3,977 | 169.63 | ||||
2025-07-29 | 13F | 科辛斯基资产管理公司 | 6,074 | 1,401 | ||||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 小盘股指数投资组合 A 类 | 22,362 | 5,160 | ||||||
2025-08-12 | 13F | 路石控股有限责任公司 | 10,185 | 18.82 | 2,350 | 142.16 | ||||
2025-08-15 | 13F | 公平控股公司 | 1,058 | 244 | ||||||
2025-07-29 | NP | SMXAX - SIIT 扩展市场指数基金 - A 类 | 4,500 | 2.27 | 846 | 51.34 | ||||
2025-06-25 | NP | ISCB - iShares 晨星小型股 ETF | 1,552 | 5.08 | 232 | 10.00 | ||||
2025-08-26 | NP | 简化交易所交易基金 - 简化派珀桑德勒小型股 ETF | 90 | 21 | ||||||
2025-07-25 | NP | CZMVX - 多经理价值策略基金机构类 | 4,041 | 760 | ||||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 85,828 | 140.33 | 19,803 | 389.93 | ||||
2025-08-14 | 13F | 山顶控股公司 | 1,667 | 385 | ||||||
2025-08-14 | 13F | 光圈投资者有限责任公司 | 103,780 | 23,945 | ||||||
2025-08-13 | 13F | 期权解决方案有限公司 | 2,238 | 516 | ||||||
2025-07-08 | 13F | 阿灵顿信托有限责任公司 | 5 | 1 | ||||||
2025-08-12 | 13F | 综合顾问网络有限责任公司 | 4,353 | 1,004 | ||||||
2025-08-13 | 13F | 吉布斯财富管理 | 6,261 | 1,445 | ||||||
2025-08-14 | 13F | 斯科特·马什金融有限责任公司 | 4,385 | 1,012 | ||||||
2025-08-11 | 13F | 罗斯柴尔德投资有限公司 | 204 | 42.66 | 47 | 193.75 | ||||
2025-08-18 | 13F | 吉诺斯财富管理公司 | 40 | 110.53 | 9 | 350.00 | ||||
2025-07-30 | NP | SMCIX - 标准普尔小型股指数基金直接股票 | 1,135 | 213 | ||||||
2025-08-08 | 13F | 创意策划 | 10,313 | 43.58 | 2,380 | 192.62 | ||||
2025-07-31 | 13F | 白金汉战略合作伙伴 | 1,262 | 291 | ||||||
2025-06-26 | NP | SPEDX - 阿尔及尔动态机会基金 A 类 | 2,699 | 403 | ||||||
2025-08-06 | 13F | 萨凡特资本有限责任公司 | 11,555 | 54.56 | 2,666 | 215.13 | ||||
2025-08-14 | 13F | 克拉克资本管理集团有限公司 | 434,952 | 239.50 | 100,356 | 591.92 | ||||
2025-08-14 | 13F | 基贝克财富管理有限责任公司 | 2,745 | 633 | ||||||
2025-08-13 | 13F | 西北互助财富管理公司 | 102 | 24 | ||||||
2025-09-04 | 13F/A | 顾问集团控股公司 | 27,402 | 135.19 | 5,335 | 304.78 | ||||
2025-06-23 | NP | SGPIX - 小盘成长型深度投资者类别 | 186 | 28 | ||||||
2025-07-25 | 13F | CWM有限公司 | 5,485 | 32.07 | 1 | |||||
2025-07-29 | 13F | 斯特拉托斯财富合作伙伴有限公司 | 47,124 | 0.39 | 10,873 | 104.59 | ||||
2025-08-11 | 13F | 品尼高财富规划服务公司 | 1,606 | 371 | ||||||
2025-08-29 | NP | JATTX - Janus Henderson Triton 基金 T 级 | 180,259 | 41,591 | ||||||
2025-08-27 | NP | CGJAX - 卡尔弗特美国大盘成长负责任指数基金 A 类 | 641 | 148 | ||||||
2025-08-14 | 13F | 立体派系统策略有限责任公司 | Put | 42,100 | 300.95 | 9,714 | 717.59 | |||
2025-08-12 | 13F | EAM全球投资者有限责任公司 | 22,064 | 5,091 | ||||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | Call | 93,800 | 168.77 | 21,642 | 447.76 | |||
2025-08-26 | NP | Profunds - Profunds 小型股副总裁 | 68 | 1.49 | 16 | 114.29 | ||||
2025-08-07 | 13F | Axiom 国际投资有限公司 /de | 52,012 | 59.95 | 12,001 | 226.00 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理小盘成长基金 I 类 | 13,252 | 37.41 | 3,058 | 180.20 | ||||
2025-07-29 | NP | SSMAX - Siit 中小盘股票基金 - A 类 | 16,375 | 87.83 | 3,079 | 177.55 | ||||
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 | 5,715 | 17.38 | 854 | 23.09 | ||||
2025-08-08 | 13F | 等投资顾问公司 | 38,434 | 76.97 | 8,868 | 260.74 | ||||
2025-08-11 | 13F | 罗伊斯联合有限责任公司 | 125,745 | 33.50 | 29,013 | 172.09 | ||||
2025-08-15 | 13F | 田纳西州财政部 | 14,006 | 3,232 | ||||||
2025-06-26 | NP | DFUV - 维度美国市场价值 ETF | 12,800 | 594.52 | 1,913 | 629.77 | ||||
2025-08-07 | 13F | 利桑蒂资本成长有限责任公司 | 27,780 | 6,410 | ||||||
2025-08-20 | NP | RUSC - 美国小型股主动型股票ETF | 269 | 62 | ||||||
2025-07-10 | 13F | 财富增值咨询服务有限公司 | 5,251 | 9.30 | 1,243 | 128.73 | ||||
2025-08-12 | 13F | 保德信金融公司 | 80,833 | 6.00 | 18,651 | 116.03 | ||||
2025-08-08 | 13F | Geode资本管理有限公司 | 739,302 | 0.47 | 170,600 | 104.75 | ||||
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 | 43,768 | 7.20 | 8,229 | 58.44 | ||||
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 | 57,084 | 0.32 | 10,732 | 48.27 | ||||
2025-08-26 | NP | RMDAX - AllianzGI 中型基金 A | 10,278 | 2,371 | ||||||
2025-08-08 | 13F | 史密斯菲尔德信托公司 | 58 | 0 | ||||||
2025-08-19 | NP | 西北互助系列基金公司 - 600 指数股票投资组合 | 10,796 | 2,491 | ||||||
2025-08-27 | NP | TLEQX - 小盘股票基金 | 1,865 | 3.10 | 430 | 110.78 | ||||
2025-08-14 | 13F | 匡蒂诺资本管理有限公司 | 2,260 | 19.45 | 521 | 143.46 | ||||
2025-08-26 | NP | IJR - iShares 核心标普小盘股 ETF | 1,811,370 | 417,937 | ||||||
2025-06-26 | NP | FZIPX - 富达零扩展市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 9,186 | 2.40 | 1,373 | 7.44 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/摩根士丹利小型股成长投资组合 IB 级 | 4,839 | 5.52 | 1,117 | 115.03 | ||||
2025-06-23 | NP | PSSMX - 小型股标准普尔 600 指数基金 R-3 | 29,782 | 4,450 | ||||||
2025-06-26 | NP | SMLF - iShares Edge MSCI 多因子美国小型股 ETF | 29,293 | 11.48 | 4,377 | 16.97 | ||||
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 | 5,716 | 32.68 | 1,319 | 2,096.67 | ||||
2025-08-14 | 13F | 雷蒙德詹姆斯金融公司 | 147,735 | 32.79 | 34,087 | 170.63 | ||||
2025-08-15 | 13F | 塔尔研究资本有限责任公司(TRC) | 4,023 | 135.26 | 928 | 380.83 | ||||
2025-08-27 | NP | CMJAX - Calvert 美国中盘核心责任指数基金 A 类 | 1,481 | 342 | ||||||
2025-08-29 | NP | JAFVX - 战略股权配置信托系列资产净值 | 4,408 | 3.82 | 1,017 | 111.88 | ||||
2025-08-28 | NP | RPNIX - Riverpark/Next Century Growth Fund 机构类别股票 | 1,668 | 0.42 | 385 | 104.26 | ||||
2025-08-14 | 13F | 制造商人寿保险公司 | 19,597 | 0.67 | 4,522 | 105.22 | ||||
2025-08-13 | 13F | 诚信合作伙伴有限责任公司 | 19,522 | 195.74 | 4,504 | 502.95 | ||||
2025-08-14 | 13F | CIBC 世界市场公司 | 41,521 | 9,580 | ||||||
2025-08-04 | 13F | 旗舰港顾问有限公司 | 1,219 | 281 | ||||||
2025-06-26 | NP | FZROX - 富达零总市场指数基金 This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 14,039 | 1.67 | 2,098 | 6.66 | ||||
2025-08-06 | 13F | 马克·谢普托夫财务规划有限公司 | 46 | 11 | ||||||
2025-05-15 | 13F/A | Orion 投资组合解决方案有限责任公司 | 4,802 | 151.28 | 544 | 69.16 | ||||
2025-08-14 | 13F | 拉扎德资产管理公司 | 31,841 | 776.68 | 7 | |||||
2025-07-11 | 13F | 多元化信托公司 | 6,117 | 5.74 | 1,411 | 115.75 | ||||
2025-08-28 | NP | 新时代阿尔法可变基金信托 - NAA 小型增长系列 | 1,281 | 296 | ||||||
2025-07-28 | NP | VCSLX - 小盘股指数基金 | 12,608 | 10.64 | 2,370 | 63.56 | ||||
2025-05-15 | 13F | 德克萨斯州永久学校基金 | 11,303 | 1,689 | ||||||
2025-08-06 | 13F | 里亚托财富管理有限责任公司 | 5 | 25.00 | 1 | |||||
2025-07-29 | NP | ESGV - 先锋ESG美国股票ETF ETF股票 | 6,440 | 0.56 | 1,211 | 48.65 | ||||
2025-08-28 | NP | SSTIX - 道富总回报 VIS 基金 1 类股票 | 798 | 25.08 | 184 | 155.56 | ||||
2025-08-27 | NP | 保诚系列基金 - 小盘股票投资组合 I 类 | 27,320 | 6,304 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/普通股指数投资组合 IA 级 | 3,800 | 877 | ||||||
2025-06-26 | NP | TCAAX - Thrivent 适度保守配置基金 A 类 | 857 | 495.14 | 128 | 1,180.00 | ||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 3,601 | 66.87 | 831 | 240.16 | ||||
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 | |||||
2025-06-26 | NP | FSSLX - 富达系列小盘核心基金 | 67,368 | 67.30 | 10,067 | 75.55 | ||||
2025-08-12 | 13F | 普利股权公司 | 0 | 0 | ||||||
2025-08-13 | 13F | 景顺有限公司 | 735,910 | 82.65 | 169,797 | 272.27 | ||||
2025-08-07 | 13F | 苏黎世州银行 (Zurcher Kantonalbank) | 9,957 | 11.13 | 2,297 | 126.53 | ||||
2025-07-29 | NP | EBI-长景优势ETF | 163 | 2,616.67 | 31 | |||||
2025-07-07 | 13F | 道格拉斯莱恩联合有限责任公司 | 1,600 | 369 | ||||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 3,674 | 1 | ||||||
2025-07-31 | 13F | 剑桥投资研究顾问公司 | 34,649 | 10.25 | 8 | 133.33 | ||||
2025-07-21 | 13F | 美洲咨询服务有限责任公司 | 125 | 29 | ||||||
2025-08-11 | 13F | 阿尔卑斯顾问公司 | 5,178 | 73.47 | 1,195 | 254.30 | ||||
2025-08-12 | 13F | 量子私人财富有限责任公司 | 1,099 | 254 | ||||||
2025-08-19 | NP | RIFBX - 美国小型股票基金 | 1,740 | 17.73 | 401 | 140.12 | ||||
2025-07-25 | 13F | 阿特里亚财富解决方案公司 | 2,744 | 633 | ||||||
2025-08-12 | 13F | 恒线顾问公司 | 87,624 | 83.43 | 20,217 | 273.84 | ||||
2025-06-24 | NP | BBSC - 摩根大通 BetaBuilders 美国小盘股 ETF | 11,095 | 11.59 | 1,658 | 17.02 | ||||
2025-05-23 | NP | SHRT - Gotham 空头策略 ETF | 292 | 145.38 | 33 | 65.00 | ||||
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 | 97,960 | 9.66 | 14,638 | 15.06 | ||||
2025-08-12 | 13F | 全球退休合作伙伴有限责任公司 | 1,520 | 1,688.24 | 351 | 2,400.00 | ||||
2025-08-27 | NP | RYMKX - 罗素 2000 1.5 倍策略基金 H 级 | 42 | 2.44 | 10 | 125.00 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT 多经理小型公司基金 I 类 | 8,574 | 29.20 | 1,978 | 163.38 | ||||
2025-04-17 | NP | FLMFX - MUIRFIELD FUND 零售类 | 9,556 | 216.63 | 1,082 | 112.80 | ||||
2025-08-12 | 13F | 少尉峰顾问公司 | 600 | 138 | ||||||
2025-06-30 | NP | DADGX - Dunham 小盘成长基金 A 类 | 6,163 | 921 | ||||||
2025-08-14 | 13F | 下世纪成长投资者有限公司 | 150,972 | 85.50 | 34,834 | 278.09 | ||||
2025-08-28 | NP | GFLW-VictoryShares 自由现金流增长 ETF | 24,748 | 5,710 | ||||||
2025-08-11 | 13F | WPG顾问有限责任公司 | 61 | 134.62 | 14 | 600.00 | ||||
2025-08-29 | NP | MMSCX - Praxis 小盘股指数基金 A 类 | 1,160 | 268 | ||||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/2000 管理波动性投资组合 IB 级 | 34,732 | 0.69 | 8,014 | 105.20 | ||||
2025-06-26 | NP | 克拉夫全球机会基金 | Short | -19,860 | -2,968 | |||||
2025-07-09 | 13F | 凯旋资本管理公司 | 2,152 | 497 | ||||||
2025-07-22 | NP | FSCC - 联邦 Hermes MDT 小型股核心 ETF | 174 | 397.14 | 33 | 700.00 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 172 | 97.70 | 40 | 333.33 | ||||
2025-08-07 | 13F | Hennion & Walsh 资产管理公司 | 3,571 | 97.08 | 824 | 301.46 | ||||
2025-07-14 | 13F | 公园大道证券有限公司 | 5,838 | 1 | ||||||
2025-07-28 | NP | AIM 顾问系列信托 (INVESCO COUNSELOR SERIES TRUST) - 景顺奥本海默发现基金 R5 级 | 263,979 | 16.86 | 49,631 | 72.71 | ||||
2025-08-11 | 13F | 一资本管理有限责任公司 | 3,973 | 917 | ||||||
2025-08-26 | NP | QUANTITATIVE MASTER SERIES LLC - Master 小盘股指数系列 | 51,720 | 1.72 | 11,933 | 107.31 | ||||
2025-08-14 | 13F | 塞伊投资公司 | 30,148 | 143.72 | 6,956 | 396.86 | ||||
2025-07-25 | 13F | 并发投资顾问有限公司 | 3,983 | 5.73 | 919 | 115.49 | ||||
2025-06-26 | NP | THMAX - Thrivent适度配置基金A类 | 6,208 | 499.23 | 928 | 1,103.90 | ||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 36,766 | 720.12 | 8,483 | 1,573.18 | ||||
2025-08-07 | 13F | Kestra 私人财富服务有限公司 | 1,614 | 372 | ||||||
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 | 2,796 | 11.44 | 645 | 127.11 | ||||
2025-08-27 | NP | RYWAX - S&P SmallCap 600 纯增长基金 H 类 | 136 | 31 | ||||||
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 | 146,560 | 12.51 | 27,555 | 66.29 | ||||
2025-08-13 | 13F | 西万特资本管理有限责任公司 | 10,278 | 2,371 | ||||||
2025-08-14 | 13F | 联信银行 | 26,247 | 2,085.43 | 6,056 | 4,385.19 | ||||
2025-08-27 | NP | VTMSX - 先锋税务管理小型基金海军上将股票 | 197,548 | 45,580 | ||||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 285 | 12.65 | 32 | -23.81 | ||||
2025-07-14 | 13F | 阿姆斯特朗咨询集团公司 | 170 | 93.18 | 39 | 178.57 | ||||
2025-07-10 | 13F | 红鹰财富顾问公司 | 969 | 224 | ||||||
2025-08-19 | 13F | 咨询服务网络有限责任公司 | 3,117 | 72.97 | 834 | 308.33 | ||||
2025-07-31 | 13F | 奎斯特合作伙伴有限责任公司 | 3,041 | 453.92 | 702 | 1,030.65 | ||||
2025-04-25 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 11,184 | 63.27 | 1,423 | 6.84 | ||||
2025-06-26 | NP | 贝莱德基金 - iShares Russell 中小型股指数基金投资者 A | 4,086 | 8.41 | 611 | 13.81 | ||||
2025-06-24 | NP | 创新者 ETF 信托 - 创新者美国小型股管理式 ETF | 186 | 2.20 | 28 | 8.00 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 542 | 1,053.19 | 125 | 1,983.33 | ||||
2025-08-13 | 13F | 裸金融服务公司 | 5 | 1 | ||||||
2025-08-14 | 13F | BI 资产管理 Fondsmaeglerselskab A/S | 83,782 | 162.69 | 19 | 533.33 | ||||
2025-07-31 | 13F | 惠普伍德顾问有限公司 | 9 | 2 | ||||||
2025-08-14 | 13F | 沃亚投资管理有限公司 | 18,985 | 136.57 | 4,380 | 382.38 | ||||
2025-08-22 | NP | DEUTSCHE DWS INVESTMENTS VIT 基金 - DWS 小盘股指数 VIP A 级 | 4,573 | 1.31 | 1,055 | 106.46 | ||||
2025-08-27 | NP | BBGSX - Bridge Builder 中小型股成长基金 | 98,524 | 1,603.39 | 22,732 | 3,375.84 | ||||
2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | Short | -8,141 | 245.25 | -1,878 | 606.02 | |||
2025-08-26 | NP | BNSCX - 瑞银美国小型股成长基金 A 类 | 8,172 | 1,886 | ||||||
2025-07-28 | 13F | 港口投资公司 | 9,777 | 21.17 | 2,256 | 146.99 | ||||
2025-07-29 | NP | VIOO - Vanguard S&P Small-Cap 600 指数基金 ETF 股票 This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 103,879 | 19,530 | ||||||
2025-06-24 | NP | ESCKX - 1290 Essex 小盘成长基金 R 级 | 5,898 | 35.62 | 881 | 42.33 | ||||
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 | 12,627 | 17.28 | 2,913 | 139.16 | ||||
2025-04-17 | NP | FLDFX - 平衡基金零售类 | 2,872 | 107.22 | 325 | 39.48 | ||||
2025-08-26 | NP | DVSMX - Driehaus 小盘成长基金投资者股票类别 | 60,014 | 20.31 | 13,847 | 64.81 | ||||
2025-07-25 | 13F | 俄勒冈州公务员退休基金 | 6,969 | 1,608 | ||||||
2025-07-02 | 13F | HBW 咨询服务有限责任公司 | 1,300 | 300 | ||||||
2025-08-26 | NP | DSMDX - Driehaus 中小型成长基金 | 3,005 | 693 | ||||||
2025-08-26 | NP | TEXN - iShares 德州股票 ETF | 61 | 14 | ||||||
2025-08-05 | 13F | 蒙特利尔银行/can/ | 6,067 | 1,400 | ||||||
2025-07-31 | 13F | 三井住友信托控股公司 | 900 | 208 | ||||||
2025-06-17 | NP | GSEQX - 高盛多经理全球股票基金 R6 类股票 | 7,733 | 33.35 | 1,156 | 40.00 | ||||
2025-07-08 | 13F | Lingohr & Partner 资产管理有限公司 | 921 | 0 | ||||||
2025-08-11 | 13F | 野村资产管理有限公司 | 0 | 0 | ||||||
2025-08-19 | 13F | 西姆有限责任公司 | 1,481 | 342 | ||||||
2025-08-21 | NP | MXISX - Great-West S&P Small Cap 600 指数基金投资者类别 | 22,311 | 5,148 | ||||||
2025-07-28 | NP | MSSM - 摩根士丹利 Pathway 中小型股 ETF | 1,319 | 15.40 | 248 | 70.34 | ||||
2025-06-24 | NP | QASCX - 联邦 MDT 小盘股核心基金 A 类股票 | 18,374 | 186.02 | 2,746 | 200.33 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - T.Rowe Price 小盘成长投资组合 A 类 | 30,000 | 30.43 | 6,922 | 165.89 | ||||
2025-06-20 | NP | JSMD - Janus Henderson 中小盘增长 Alpha ETF | 15,191 | 41.17 | 2,270 | 48.11 | ||||
2025-06-27 | NP | AAARX - 战略配置:进取型基金 R 级 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 | 821 | 123 | ||||||
2025-08-13 | 13F | 河公园顾问有限责任公司 | 1,668 | 0.42 | 385 | 104.26 | ||||
2025-08-14 | 13F | 格伦维尤信托公司 | 1,037 | 239 | ||||||
2025-08-14 | 13F | 普莱斯 T Rowe Associates Inc /md/ | 319,331 | 25.96 | 74 | 160.71 | ||||
2025-08-01 | 13F | 咨询阿尔法有限责任公司 | 2,688 | 29.48 | 620 | 163.83 | ||||
2025-08-13 | 13F | Centiva 资本有限合伙人 | 1,250 | 288 | ||||||
2025-08-27 | NP | JNL 系列信托 - JNL 多管理人小型股成长基金 (A) | 93,500 | 38.30 | 21,573 | 181.89 | ||||
2025-08-06 | 13F | 法国巴黎银行资产管理控股公司 | 296 | 0 | ||||||
2025-08-27 | NP | Brighthouse Funds Trust II - Loomis Sayles 小盘成长投资组合 A 类 | 31,088 | 1.29 | 7,173 | 106.45 | ||||
2025-08-11 | 13F | 蓝钟私人财富管理有限公司 | 88 | 33.33 | 20 | 185.71 | ||||
2025-07-29 | 13F | LMG 财富合作伙伴有限责任公司 | 11,839 | 3.42 | 2,732 | 110.73 | ||||
2025-08-13 | 13F | 波伦资本管理有限公司 | 3,569 | 823 | ||||||
2025-08-08 | 13F | 十字马克全球控股公司 | 2,101 | 485 | ||||||
2025-08-26 | NP | FTHI - First Trust BuyWrite 收益 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 | 19,752 | 4,557 | ||||||
2025-08-12 | 13F | Ci投资公司 | 109 | 0 | ||||||
2025-07-30 | 13F | 库克森皮尔斯公司 | 85,647 | 19,761 | ||||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 67,731 | 46.12 | 15,629 | 197.85 | ||||
2025-08-18 | 13F | 卡斯尔拉克管理有限公司 | 28,740 | 6,631 | ||||||
2025-08-13 | 13F | 亚利桑那州退休系统 | 8,867 | 1.04 | 2,046 | 105.94 | ||||
2025-08-13 | 13F | 琼斯金融公司有限责任公司 | 2,952 | 6.38 | 683 | 112.11 | ||||
2025-08-27 | NP | CWSGX - Carillon Chartwell 小型股成长基金类别 Chartwell | 7,173 | 179.21 | 1,655 | 470.69 | ||||
2025-08-14 | 13F | 加州教师退休制度 | 28,353 | 0.05 | 6,542 | 103.90 | ||||
2025-08-06 | NP | 林肯可变保险产品信托 - LVIP SSGA 小盘指数基金标准类别 | 22,600 | 3.20 | 5,214 | 110.33 | ||||
2025-08-15 | NP | 罗伊斯价值信托公司 | 43,558 | 46.89 | 10,050 | 199.37 | ||||
2025-08-26 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 389 | 90 | ||||||
2025-07-25 | 13F | 理查森金融服务公司 | 190 | 32.87 | 42 | 162.50 | ||||
2025-06-26 | NP | 克拉夫全球股票基金 | Short | -10,940 | -1,635 | |||||
2025-08-04 | 13F | 尖峰财富管理 | 5,792 | 6,335.56 | 1,336 | 13,260.00 | ||||
2025-08-14 | 13F | 大谷顾问集团有限公司 | 7,132 | 15.72 | 1,645 | 136.01 | ||||
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 | 301,672 | 2.55 | 45,079 | 7.59 | ||||
2025-05-22 | NP | SQLV - Legg Mason 小型股优质价值 ETF | 1,084 | 353.56 | 123 | 205.00 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Mellon 工业部门基金 (A) | 1,903 | 0.21 | 439 | 105.14 | ||||
2025-08-06 | 13F | 金州财富管理有限责任公司 | 144 | 54.84 | 33 | 230.00 | ||||
2025-08-11 | 13F | HHM 财富顾问有限责任公司 | 1,753 | 46.57 | 404 | 199.26 | ||||
2025-08-13 | 13F | 朱白财富管理集团有限责任公司 | 51 | 12 | ||||||
2025-08-12 | 13F | 韦莱投资顾问 | 10,672 | 81.84 | 2,462 | 270.78 | ||||
2025-06-26 | NP | TAAAX - Thrivent 积极配置基金 A 类 | 8,360 | 1,480.34 | 1,249 | 3,102.56 | ||||
2025-08-14 | 13F/A | 巴克莱银行 | 68,368 | 53.02 | 16 | 200.00 | ||||
2025-07-29 | NP | BOGIX - 博格尔投资管理小型股成长基金 | 8,321 | 1,564 | ||||||
2025-08-14 | 13F | 瑞银资产管理美洲公司 | 158,246 | 88.43 | 36,512 | 284.05 | ||||
2025-08-27 | NP | RYRUX - Russell 2000 2x 策略基金 A 级股票 | 152 | 1.33 | 35 | 118.75 | ||||
2025-07-15 | 13F | 马塞科律师事务所 | 303 | 70 | ||||||
2025-08-05 | 13F | Optimise 咨询服务有限公司 | 1,103 | 254 | ||||||
2025-08-12 | 13F | 扎克斯投资管理公司 | 10,473 | 9.99 | 2,416 | 124.33 | ||||
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 | 160,055 | 28.09 | 23,917 | 34.40 | ||||
2025-08-08 | 13F | 美国信安金融集团 | 457,127 | 44.05 | 105,473 | 193.59 | ||||
2025-08-14 | 13F | CIBC 资产管理公司 | 971 | 224 | ||||||
2025-08-13 | 13F | Natixis 顾问有限公司 | 15,275 | 4 | ||||||
2025-08-14 | 13F | 嘉德财富管理有限公司 | 50,713 | 1.32 | 11,701 | 106.51 | ||||
2025-08-13 | 13F | 大都会人寿投资管理有限公司 | 17,739 | 0.86 | 4,093 | 105.52 | ||||
2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 14,181 | 96.58 | 3,272 | 300.86 | ||||
2025-06-26 | NP | KCXIX - Knights of Columbus 美国全盘指数基金 I 股 | 131 | 6.50 | 20 | 11.76 | ||||
2025-08-05 | 13F | Palogic 价值管理有限合伙人 | Call | 2,000 | 461 | |||||
2025-07-30 | 13F | 布鲁姆资本管理公司 | 90 | 21 | ||||||
2025-07-30 | 13F | 内华达州惠蒂尔信托公司 | 63 | 15 | ||||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 823 | 24.32 | 190 | 155.41 | ||||
2025-06-26 | NP | FFSM - 富达中小型股机会 ETF | 20,842 | 3,114 | ||||||
2025-08-12 | 13F | 美国世纪公司 | 354,372 | 61.62 | 81,764 | 229.40 | ||||
2025-08-13 | 13F | 特鲁投资资本有限公司 | 8,299 | 5.34 | 1,915 | 114.81 | ||||
2025-06-26 | NP | TMAAX - Thrivent 适度激进配置基金 A 类 | 12,037 | 803.68 | 1,799 | 1,698.00 | ||||
2025-08-08 | 13F | Meridian 财富管理有限责任公司 | 1,024 | 236 | ||||||
2025-07-29 | 13F | WCM投资管理有限公司 | 150,567 | 42.65 | 34,858 | 184.34 | ||||
2025-08-14 | 13F | Mml 投资者服务有限公司 | 13,105 | 39.22 | 3 | 200.00 | ||||
2025-08-15 | 13F/A | 乐天证券公司 | 141 | 6,950.00 | 33 | |||||
2025-08-14 | 13F | 阿默普莱斯金融公司 | 353,958 | 29.43 | 81,669 | 163.79 | ||||
2025-08-12 | 13F | 贝莱德公司 | 4,586,198 | 32.99 | 1,058,173 | 171.03 | ||||
2025-08-18 | 13F | 金刚狼贸易有限公司 | Call | 29,300 | 128.91 | 6,783 | 356.46 | |||
2025-07-24 | 13F | 罗纳德·布鲁信托公司 | 2,182 | 6.80 | 503 | 117.75 | ||||
2025-06-26 | NP | ALMAX - 阿尔及尔韦瑟比专业成长基金 A 类 | 50,732 | 7,581 | ||||||
2025-08-28 | NP | TPSC - Timothy Plan 美国小盘股核心 ETF | 1,628 | 5.78 | 376 | 115.52 | ||||
2025-07-09 | 13F | 莱布曼金融服务公司 | 14,476 | 3,340 | ||||||
2025-06-27 | NP | RSSL - Global X Russell 2000 ETF | 18,116 | 6.60 | 2,707 | 11.86 | ||||
2025-06-17 | NP | MMSMX - 多管理人美国小型股票基金 P 类股票 | 8,002 | 25.68 | 1,196 | 31.90 | ||||
2025-08-14 | 13F | 瑞银集团 | 332,718 | 38.89 | 76,768 | 183.07 | ||||
2025-08-29 | NP | JAVTX - Janus Henderson 风险基金 T 级 | 126,781 | 29,252 | ||||||
2025-08-13 | 13F | 国会财富管理有限责任公司/德国/ | 92,177 | 0.61 | 21,268 | 105.06 | ||||
2025-08-14 | 13F | 曼氏集团 | 67,128 | 33.35 | 15,488 | 171.81 | ||||
2025-08-14 | 13F | 富国银行/百万 | 43,187 | 14.55 | 9,965 | 133.46 | ||||
2025-06-27 | NP | RZG - Invesco S&P SmallCap 600 Pure Growth 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 | 4,683 | 700 | ||||||
2025-08-27 | NP | FFOX - FundX 未来基金机会 ETF | 3,958 | 913 | ||||||
2025-07-07 | 13F | 瑟斯顿、斯普林格、米勒、赫德和蒂塔克公司 | 1,339 | 3,838.24 | 309 | 10,166.67 | ||||
2025-06-26 | NP | AALGX - Thrivent 全球股票基金 A 类 | 4,444 | 552.57 | 664 | 1,201.96 | ||||
2025-07-14 | 13F | 索维尔金融服务有限责任公司 | 2,057 | 8.09 | 475 | 120.47 | ||||
2025-08-12 | 13F | 博克夫,那 | 24,996 | 30.80 | 5,767 | 166.62 | ||||
2025-08-11 | 13F | 文艺复兴集团有限公司 | 42,212 | 5.32 | 9,740 | 114.66 | ||||
2025-08-26 | NP | IRSIX - Voya Russell™ 小盘股指数投资组合 ADV 级 | 6,061 | 0.23 | 1,398 | 104.39 | ||||
2025-08-08 | 13F | 哈特兰有限公司 | 253 | 58 | ||||||
2025-07-23 | 13F | 马里兰州退休金系统 | 8,938 | 2,062 | ||||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 4,500 | 1,038 | |||||
2025-08-15 | NP | PSC - 主要美国小盘多因素指数 ETF | 28,664 | 8.04 | 6,614 | 120.21 | ||||
2025-08-14 | 13F | CoreCap 顾问有限责任公司 | 2 | 0 | ||||||
2025-06-26 | NP | LAMGX - Lord Abbett 微型资本成长基金 A 类 | 17,009 | 50.15 | 2,542 | 57.53 | ||||
2025-08-12 | 13F | MAI资本管理 | 232 | 54 | ||||||
2025-08-14 | 13F | 都铎投资公司等 | Call | 1,500 | 346 | |||||
2025-06-26 | NP | 克拉夫全球股息和收益基金 | Short | -6,450 | -964 | |||||
2025-08-27 | NP | CPEAX - Catalyst Dynamic Alpha 基金 A 类 | 9,050 | 2,088 | ||||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 58 | 38.10 | 13 | 225.00 | ||||
2025-08-14 | 13F | 莱加托资本管理有限公司 | 23,844 | 15.16 | 5,502 | 134.68 | ||||
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 | 167,751 | 0.12 | 31,539 | 47.98 | ||||
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 | 1,882 | 11.69 | 434 | 128.42 | ||||
2025-06-26 | NP | FCPGX - 富达小盘成长基金 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 | 359,831 | 114.53 | 53,770 | 125.09 | ||||
2025-07-31 | 13F | 尼萨投资顾问有限公司 | 1,567 | 405.48 | 362 | 931.43 | ||||
2025-07-28 | NP | PSCI - Invesco S&P SmallCap Industrials 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 | 16,004 | 3,009 | ||||||
2025-08-12 | 13F | SRS 资本顾问公司 | 736 | 5.75 | 170 | 116.67 | ||||
2025-04-17 | NP | FLDOX - 适度配置基金零售类 | 848 | 68.59 | 96 | 14.29 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/Vanguard 美国股市指数基金 (I) | 2,676 | 34.27 | 617 | 174.22 | ||||
2025-06-27 | NP | TWSMX - 战略配置:中等基金投资者类别 This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 682 | 102 | ||||||
2025-08-12 | 13F | 公共部门养老金投资委员会 | 103,726 | 23,933 | ||||||
2025-07-17 | 13F | 珍尼·蒙哥马利·斯科特有限责任公司 | 3,593 | 3.84 | 1 | |||||
2025-07-14 | 13F | Counterpoint 共同基金有限责任公司 | 3,327 | 768 | ||||||
2025-08-12 | 13F | 熵技术有限公司 | 6,300 | 1,454 |