机构和基金投资人持股 - 卖家
此页面显示在上一个报告期内减持或平仓的机构、基金和大股东红色行表示平仓。点击链接图标查看完整的交易历史记录。
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文件日期 | 来源 | 投资者 | 类型 | 平均价格 (Est) |
股份 | Δ 股份 (%) |
报告 价值 ($1000) |
Δ 价值 (%) |
投资组合配置 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | 科维斯特有限公司 | 616 | -10.72 | 0 | |||||
2025-08-20 | NP | QSMLX - AQR 小盘多风格基金 I 类 | 524 | -76.29 | 73 | -55.49 | ||||
2025-08-12 | 13F | Nuveen有限责任公司 | 28,179 | -23.20 | 3,948 | 44.47 | ||||
2025-08-13 | 13F | 胜利资本管理公司 | 10,026 | -11.98 | 1,405 | 65.57 | ||||
2025-08-14 | 13F | 加拿大皇家银行 | 2,390 | -78.86 | 336 | -60.10 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL 多管理人小型股成长基金 (A) | 24,811 | -33.17 | 3,476 | 25.76 | ||||
2025-08-15 | NP | RVPIX - 罗伊斯小型公司成长基金机构级 | 40,000 | -6.98 | 5,604 | 75.02 | ||||
2025-08-25 | NP | QWVOX - Clearwater 小公司基金 | 10,336 | -29.19 | 1,448 | -29.16 | ||||
2025-08-07 | 13F | 洛杉矶资本管理有限公司 | 2,267 | -19.95 | 318 | 50.95 | ||||
2025-08-12 | 13F | 西格尔·布莱恩特和哈米尔有限公司 | 100,392 | -19.15 | 14,065 | 52.09 | ||||
2025-05-27 | NP | GAFCX - Virtus AlphaSimplex 全球另类基金 C 类 | 329 | -33.94 | 24 | -42.86 | ||||
2025-07-25 | 13F | LRI 投资有限责任公司 | 41 | -10.87 | 6 | 66.67 | ||||
2025-08-13 | 13F | 象限资本集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 曼氏集团 | 1,677 | -68.36 | 235 | -40.61 | ||||
2025-08-08 | 13F | SG美洲证券有限责任公司 | 881 | -56.13 | 0 | |||||
2025-08-14 | 13F | 黑暗森林资本管理有限公司 | 18,047 | -56.52 | 2,528 | -18.21 | ||||
2025-05-15 | 13F | 字幕管理有限责任公司 | Call | 0 | -100.00 | 0 | ||||
2025-06-26 | NP | DFVEX - 美国矢量股票投资组合 - 机构类 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 | 310 | -96.82 | 30 | -95.33 | ||||
2025-07-29 | NP | VRTGX - Vanguard Russell 2000 增长指数基金机构股票 | 8,938 | -4.94 | 1,146 | 46.92 | ||||
2025-05-09 | 13F | 地理财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-19 | NP | GARTX - 高盛绝对回报跟踪基金 A 类 | 257 | -25.29 | 36 | 44.00 | ||||
2025-08-13 | 13F | 纽约州共同退休基金 | 18,310 | -21.63 | 3 | 100.00 | ||||
2025-08-14 | 13F | Peak6有限责任公司 | Call | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | 波特雷罗资本研究有限公司 | 46,305 | -64.35 | 6,487 | -32.94 | ||||
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 | 69,115 | -18.29 | 6,617 | -15.41 | ||||
2025-08-27 | NP | SEASONS SERIES TRUST - SA Putnam 资产配置多元化增长投资组合 1 级 | 75 | -56.14 | 11 | -16.67 | ||||
2025-07-22 | 13F | 哥伦布骑士资产顾问有限责任公司 | 16,601 | -36.72 | 2,326 | 19.05 | ||||
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 | 7,616 | -16.02 | 977 | 29.79 | ||||
2025-08-11 | 13F | 授权基金有限责任公司 | 4,812 | -1.01 | 674 | 86.70 | ||||
2025-07-15 | 13F | 道明私人客户财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Peak6有限责任公司 | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-05-15 | 13F | 金刚狼贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | 美国资本咨询有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | EHLS - 均势多空 ETF | 1,995 | -70.33 | 279 | -51.48 | ||||
2025-05-14 | 13F | ExodusPoint 资本管理公司 | 0 | -100.00 | 0 | |||||
2025-08-19 | NP | RIFBX - 美国小型股票基金 | 6,230 | -14.97 | 873 | 60.00 | ||||
2025-05-15 | 13F | 都铎投资公司等 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | SBI 证券股份有限公司 | 109 | -14.84 | 15 | 66.67 | ||||
2025-07-08 | 13F | 并行顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | IWM - iShares Russell 2000 ETF | 265,067 | -3.96 | 37,136 | 80.67 | ||||
2025-08-29 | NP | LSSCX - Loomis Sayles 小盘价值基金机构类别 | 22,167 | -37.65 | 3,106 | 17.30 | ||||
2025-08-12 | 13F | 美国世纪公司 | 33,207 | -70.37 | 4,652 | -44.26 | ||||
2025-07-28 | 13F | 里索尔兹财富管理 | 9,616 | -17.40 | 1,347 | 55.54 | ||||
2025-08-14 | 13F | 银冠资产管理集团有限公司 | 56,645 | -3.33 | 7,936 | 81.87 | ||||
2025-05-15 | 13F | SG资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Pnc 金融服务集团公司 | 141 | -18.97 | 20 | 58.33 | ||||
2025-08-25 | NP | TMVAX - RBC Microcap Value Fund A 股 | 2,140 | -49.05 | 300 | -4.17 | ||||
2025-08-15 | 13F | 公平控股公司 | 5,100 | -2.52 | 715 | 83.55 | ||||
2025-08-14 | 13F | 预期股权有限责任公司 | 14,342 | -53.45 | 2,009 | -12.42 | ||||
2025-06-26 | NP | DFEOX - 美国核心股票 1 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 | 15,309 | -1.52 | 1,466 | 1.95 | ||||
2025-08-14 | 13F | Citadel 顾问有限公司 | Put | 5,200 | -27.78 | 729 | 35.82 | |||
2025-08-20 | NP | WMICX - Wasatch 微型资本基金投资者类别股票 | 96,112 | -49.21 | 13,465 | -4.44 | ||||
2025-07-11 | 13F | 远远财务顾问有限责任公司 | 23 | -86.23 | 3 | -75.00 | ||||
2025-08-28 | NP | DTSGX - 小型公司成长投资组合投资类别 | 794 | -0.13 | 111 | 88.14 | ||||
2025-08-14 | 13F | 布里奇威资本管理公司 | 7,812 | -0.62 | 1,094 | 87.01 | ||||
2025-07-18 | 13F | 信托金融公司 | 2,004 | -35.23 | 281 | 21.74 | ||||
2025-07-28 | NP | AVUS - Avantis 美国股票 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 3,887 | -33.85 | 498 | 2.26 | ||||
2025-08-15 | 13F | CI 私人财富有限责任公司 | 2,413 | -17.87 | 331 | 51.83 | ||||
2025-08-26 | NP | LMBAX - QS美国小盘股票基金A类 | 5,930 | -14.06 | 831 | 61.79 | ||||
2025-07-22 | NP | GSSC - 高盛 ActiveBeta(R) 美国小盘股 ETF | 4,838 | -10.72 | 620 | 38.08 | ||||
2025-07-18 | 13F | 布尔金资本管理有限公司 | 8,583 | -22.14 | 1,202 | 46.59 | ||||
2025-08-14 | 13F | 威斯康星州投资委员会 | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | 跳跃金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | 文艺复兴科技有限公司 | 270,971 | -14.43 | 37,963 | 60.98 | ||||
2025-08-14 | 13F | 奥伯维斯资产管理公司/ | 83,700 | -24.46 | 11,726 | 42.12 | ||||
2025-08-12 | 13F | 维度基金顾问有限公司 | 276,154 | -8.62 | 38,689 | 71.89 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 全球股票投资组合 A 类 | 1,023 | -68.71 | 143 | -41.15 | ||||
2025-08-14 | 13F | Qube研究与技术有限公司 | 1,477 | -94.88 | 207 | -90.41 | ||||
2025-08-04 | 13F | 穆迪奥尔德里奇合伙公司 | 22,327 | -39.67 | 3,128 | 13.54 | ||||
2025-07-25 | 13F | RoundAngle 顾问有限公司 | 2,981 | -46.23 | 418 | 1.21 | ||||
2025-08-21 | NP | MXEBX - Great-West 核心策略:美国股票基金机构类 | 8,420 | -24.34 | 1,180 | 42.39 | ||||
2025-08-27 | NP | 高级系列信托 - Ast 小型成长型投资组合 | 1,985 | -7.67 | 278 | 73.75 | ||||
2025-05-14 | 13F | 第一集团贸易有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-24 | 13F | IFP 顾问公司 | 175 | -59.30 | 45 | 37.50 | ||||
2025-08-11 | 13F | 花旗集团 | 5,263 | -44.44 | 737 | 4.54 | ||||
2025-05-07 | 13F | Mb,Levis&Associates,Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 萨斯奎哈纳国际集团有限责任公司 | 24,376 | -0.17 | 3,415 | 87.84 | ||||
2025-05-05 | 13F | 林布鲁克资本有限公司 | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | 创意金融设计公司 /adv | 0 | -100.00 | 0 | |||||
2025-07-28 | NP | OMFS - Invesco Russell 2000(R) 动态多因子 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 | 2,457 | -3.00 | 315 | 50.00 | ||||
2025-08-07 | 13F | 遗产顾问有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | 环球保险及服务有限公司 | 11,611 | -39.90 | 1,627 | 13.07 | ||||
2025-07-17 | 13F | 阿奇福德资本策略有限责任公司 | 2,856 | -0.28 | 400 | 87.79 | ||||
2025-06-25 | NP | GSAOX - 高盛小盘成长洞察基金 A 类 | 3,986 | -47.96 | 382 | -46.19 | ||||
2025-08-08 | 13F | 卡拉莫斯顾问有限责任公司 | 15,471 | -20.50 | 2,167 | 49.55 | ||||
2025-08-26 | NP | WTSGX - Segall Bryant & Hamill 小盘成长基金 - 零售类 | 27,838 | -32.27 | 3,900 | 27.45 | ||||
2025-08-15 | 13F | 卡克斯顿联合律师事务所 | 3,456 | -38.14 | 484 | 16.35 | ||||
2025-08-14 | 13F | 水手有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | IFRA - iShares 美国基础设施 ETF | 108,447 | -37.35 | 15,193 | 17.88 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Kings Path Partners LLC | 3,145 | -22.04 | 441 | 46.67 | ||||
2025-08-14 | 13F | 简街集团有限责任公司 | Put | 0 | -100.00 | 0 | ||||
2025-08-14 | 13F | 未来资产全球ETFS控股有限公司 | 5,849 | -3.47 | 819 | 81.60 | ||||
2025-07-09 | 13F | 港湾资本顾问公司 | 3,070 | -16.03 | 0 | |||||
2025-08-14 | 13F | 两个 Sigma 顾问,有限合伙人 | 7,500 | -43.13 | 1,051 | 6.92 | ||||
2025-06-23 | NP | SLPIX - 小盘股深度投资者类别 | 10 | -9.09 | 1 | -100.00 | ||||
2025-08-01 | 13F | 德克萨斯州教师退休制度 | 10,230 | -17.55 | 1,433 | 55.09 | ||||
2025-08-11 | 13F | 先锋集团公司 | 633,086 | -0.16 | 88,695 | 87.83 | ||||
2025-07-28 | NP | UWM - ProShares Ultra Russell2000 | 1,019 | -18.87 | 131 | 25.00 | ||||
2025-08-13 | 13F | 花岗岩投资伙伴有限责任公司 | 133,338 | -33.59 | 18,681 | 24.94 | ||||
2025-07-29 | NP | VFMF - Vanguard 美国多因素 ETF ETF 股票 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | 瑞士国家银行 | 19,500 | -1.02 | 2,732 | 86.16 | ||||
2025-07-29 | NP | VFMFX - Vanguard 美国多因素基金 Admiral Shares | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 下世纪成长投资者有限公司 | 154,287 | -16.34 | 21,616 | 57.38 | ||||
2025-08-18 | NP | 太平洋精选基金 - PD 小盘成长指数投资组合 P 类 | 360 | -33.46 | 50 | 25.00 | ||||
2025-08-07 | 13F | PFG顾问 | 7,067 | -1.41 | 990 | 85.74 | ||||
2025-08-20 | NP | 全国可变保险信托 - NVIT GS 小盘股票洞察基金 Y 级 | 3,008 | -70.62 | 421 | -44.75 | ||||
2025-08-07 | 13F | 阿卡迪亚资产管理有限公司 | 93,484 | -32.60 | 13 | 30.00 | ||||
2025-07-28 | NP | AVUV - Avantis 美国小型股价值 ETF This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,827 | -81.07 | 2,414 | -70.76 | ||||
2025-06-25 | NP | GSATX - 高盛小盘价值洞察基金 A 类 | 10,672 | -56.82 | 1,022 | -55.32 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - ATM 小盘波动率管理投资组合 K 级 | 3,317 | -0.84 | 465 | 86.35 | ||||
2025-08-11 | 13F | 美国信安证券公司 | 5 | -37.50 | 1 | |||||
2025-06-25 | NP | GCSIX - 高盛小型股股票洞察基金机构 | 19,013 | -10.87 | 1,820 | -7.71 | ||||
2025-08-08 | 13F | 多拉齐奥联合公司 | 4,697 | -10.69 | 658 | 68.29 | ||||
2025-08-13 | 13F | 海盗船资本管理有限公司 | 312,338 | -0.04 | 43,759 | 88.06 | ||||
2025-08-12 | 13F | CIBC 私人财富集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | HRT金融有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度保守配置投资组合 A 类 | 1,205 | -42.70 | 169 | 7.69 | ||||
2025-07-28 | NP | URTY - ProShares UltraPro Russell2000 | 745 | -28.57 | 96 | 10.47 | ||||
2025-05-14 | 13F | 执政官资本管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-06-23 | NP | PPNMX - 小型股成长基金 I R-3 | 1,008 | -3.91 | 97 | -1.03 | ||||
2025-08-07 | 13F | Parkside 金融银行与信托 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Globeflex资本有限公司 | 41,645 | -34.36 | 5,834 | 23.50 | ||||
2025-05-16 | 13F | 科佩尔咨询解决方案有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | CenterBook 合作伙伴有限责任公司 | 4,073 | -94.14 | 571 | -89.00 | ||||
2025-06-26 | NP | DFQTX - 美国核心股票 2 投资组合 - 机构类别 This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 16,513 | -0.36 | 1,581 | 3.13 | ||||
2025-08-21 | NP | MXLSX - Great-West Loomis Sayles 小盘价值基金投资者类别 | 25,816 | -16.93 | 3,617 | 56.27 | ||||
2025-06-23 | NP | UAPIX - 超小盘深度投资者类别 | 105 | -29.53 | 10 | -23.08 | ||||
2025-08-14 | 13F | 洛德雅培有限公司 | 103,615 | -20.39 | 15 | 55.56 | ||||
2025-08-28 | NP | SLLAX - SIMT 小盘基金 F 类 | 551 | -36.00 | 77 | 20.31 | ||||
2025-07-29 | NP | VINAX - 先锋工业指数基金 Admiral Shares | 10,479 | -5.42 | 1,344 | 46.14 | ||||
2025-08-28 | NP | SPWIX - Simt 小盘成长基金 I 类 | 2,920 | -38.54 | 409 | 13.93 | ||||
2025-05-14 | 13F | 华尔街眼资本有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | 萨图纳资本公司 | 6,867 | -12.46 | 962 | 64.73 | ||||
2025-08-12 | 13F | Neumeier Poma 投资顾问有限公司 | 288,618 | -11.83 | 40,435 | 65.89 | ||||
2025-05-02 | 13F | 贝拉德公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-08 | 13F | 英泰投资管理有限公司 | 5,461 | -32.04 | 765 | 27.93 | ||||
2025-08-12 | 13F | 德意志银行\ | 7,597 | -0.81 | 1,064 | 86.67 | ||||
2025-04-25 | NP | VFQY - Vanguard US Quality Factor ETF ETF 股票 | 4,637 | -68.80 | 385 | -60.00 | ||||
2025-08-19 | 13F | 怀俄明州 | 1,521 | -65.33 | 213 | -34.66 | ||||
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 | 23,804 | -40.19 | 3,335 | 12.52 | ||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 积极配置投资组合 A 类 | 4,895 | -17.27 | 686 | 55.68 | ||||
2025-08-20 | NP | WAMVX - Wasatch Micro Cap Value Fund 投资者类别股票 | 59,761 | -39.13 | 8,373 | 14.51 | ||||
2025-08-27 | NP | JNL 系列信托 - JNL/DFA 美国小型股基金 (A) | 2,437 | -10.67 | 341 | 67.98 | ||||
2025-08-01 | 13F | Envestnet资产管理公司 | 53,235 | -30.45 | 7,458 | 30.84 | ||||
2025-08-13 | 13F | 期权解决方案有限公司 | 15,717 | -21.60 | 2,202 | 47.52 | ||||
2025-07-28 | NP | ITWO - ProShares Russell 2000 高收益 ETF | 173 | -3.35 | 22 | 57.14 | ||||
2025-07-25 | 13F | 斯蒂芬斯咨询有限公司 | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | XTX Topco有限公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 阿尔格特全球有限公司 | 0 | -100.00 | 0 | |||||
2025-04-24 | NP | UCAGX - 基石积极基金 | 122 | -40.78 | 10 | -50.00 | ||||
2025-08-14 | 13F | 千禧管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | Ranger投资管理有限合伙人 | 54,630 | -16.34 | 7,654 | 57.40 | ||||
2025-05-15 | 13F | 雅各布斯利维股权管理公司 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | PACAX - Putnam动态资产配置保守基金A类股票 | 110 | -56.52 | 15 | -16.67 | ||||
2025-07-25 | NP | SCHA - 嘉信美国小型股 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 | 48,478 | -1.99 | 6,216 | 51.40 | ||||
2025-05-15 | 13F | 元盛资本集团有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | OBMCX - Oberweis 微型资本基金投资者类别 | 83,700 | -24.46 | 11,726 | 42.12 | ||||
2025-08-14 | 13F | Aqr资本管理有限公司 | 12,194 | -27.86 | 1,708 | 35.77 | ||||
2025-07-28 | 13F | 莫兰财富管理有限责任公司 | 6,826 | -0.32 | 956 | 87.82 | ||||
2025-05-07 | 13F | 米德资产管理公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 嘉实投资服务有限公司 | 14,192 | -27.30 | 1,988 | 36.82 | ||||
2025-04-21 | 13F | 尼尔森、范登堡和坎贝尔财富管理集团有限责任公司 | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F/A | 挪威银行 | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | 鲍嘉财富有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度配置投资组合 A 类 | 5,672 | -58.87 | 795 | -22.61 | ||||
2025-08-12 | 13F | 奥肖内西资产管理有限公司 | 22,840 | -14.90 | 3,200 | 60.11 | ||||
2025-07-29 | NP | VFMO - Vanguard US Momentum Factor ETF ETF 股票 | 14,953 | -15.98 | 1,917 | 29.79 | ||||
2025-05-13 | 13F | Semanteon 资本管理公司 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | 罗素投资集团有限公司 | 93,724 | -13.76 | 13,131 | 62.24 | ||||
2025-08-12 | 13F | 富兰克林资源公司 | 10,024 | -35.46 | 1,404 | 21.45 | ||||
2025-05-06 | 13F | 文丘里财富管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | PMIYX - 普特南收入策略投资组合 - | 41 | -52.87 | 5 | -28.57 | ||||
2025-05-15 | 13F | 格伦梅德信托公司 | 4,632 | -27.76 | 345 | -37.23 | ||||
2025-08-15 | NP | 罗伊斯微型资本信托公司 /md/ | 41,871 | -10.67 | 5,866 | 68.08 | ||||
2025-08-04 | 13F | 俄亥俄州 | 5,200 | -16.13 | 729 | 57.92 | ||||
2025-04-30 | 13F | 高山森林资本投资者有限公司 | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | 美国信安金融集团 | 0 | -100.00 | 0 | |||||
2025-08-26 | NP | 高盛可变保险信托 - 高盛小型股股票洞察基金机构 | 2,716 | -62.70 | 381 | -29.89 | ||||
2025-08-27 | NP | TIFF 投资计划 - TIFF 多元资产基金 | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | 阿尔派全球管理有限责任公司 | 0 | -100.00 | 0 | |||||
2025-08-27 | NP | THRIVENT SERIES FUND INC - Thrivent 适度激进配置投资组合 A 类 | 8,229 | -45.48 | 1,153 | 2.58 | ||||
2025-08-14 | 13F | Quantedge 资本私人有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 斯蒂菲尔金融公司 | 5,885 | -18.60 | 825 | 53.16 | ||||
2025-08-07 | 13F | 奥尔沃斯金融有限公司 | 3 | -40.00 | 0 | |||||
2025-08-14 | 13F | 高盛集团公司 | 192,480 | -33.59 | 26,966 | 24.95 | ||||
2025-05-13 | 13F | 宽博科技有限公司 | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | ITOT - iShares Core S&P Total 美国股票市场 ETF | 11,614 | -14.42 | 1,627 | 61.09 | ||||
2025-08-28 | NP | WFIVX - Wilshire 5000 指数基金投资类别 | 88 | -63.03 | 12 | -29.41 | ||||
2025-08-12 | 13F | 科桥金融公司 | 0 | -100.00 | 0 | |||||
2025-03-28 | NP | PRN - Invesco DWA 工业动量 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 | 70,326 | -3.64 | 6,504 | 17.30 | ||||
2025-06-26 | NP | TISBX - TIAA-CREF 小型股混合指数基金机构类别 | 12,754 | -7.90 | 1,221 | -4.61 | ||||
2025-08-12 | 13F | 指娱天地管理有限公司 | 6,508 | -28.87 | 912 | 33.77 | ||||
2025-08-12 | 13F | 贝莱德公司 | 914,696 | -6.62 | 128,149 | 75.68 | ||||
2025-08-29 | NP | EES - WisdomTree 美国小型股基金 不适用 | 2,351 | -2.49 | 329 | 83.80 | ||||
2025-08-14 | 13F/A | 洛克菲勒资本管理有限责任公司 | 239,879 | -20.89 | 33,607 | 48.84 | ||||
2025-08-14 | 13F | SummitTX Capital,LP | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 加州教师退休制度 | 9,402 | -0.95 | 1,317 | 86.54 | ||||
2025-04-25 | NP | CFSLX - 专栏小型股基金 | 1,121 | -9.30 | 93 | -23.77 | ||||
2025-08-14 | 13F | 联伯恩斯坦有限责任公司 | 10,357 | -2.68 | 1,451 | 83.21 | ||||
2025-06-30 | NP | PRFZ - Invesco FTSE RAFI US 1500 中小型 ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 11,140 | -14.22 | 1,067 | -11.17 | ||||
2025-06-27 | NP | SUNAMERICA SERIES TRUST - SA Legg Mason 战术机会投资组合 1 级 | 380 | -21.81 | 36 | -18.18 | ||||
2025-06-26 | NP | USMIX - 扩展市场指数基金 | 1,170 | -3.70 | 112 | 0.00 | ||||
2025-08-27 | NP | Brighthouse Funds Trust II - Loomis Sayles 小盘股核心投资组合 A 类 | 17,925 | -37.39 | 2,511 | 17.78 | ||||
2025-08-13 | 13F | 马歇尔·韦斯律师事务所 | 3,020 | -83.41 | 423 | -68.78 | ||||
2025-08-07 | 13F | 雅绅特资本管理有限公司 | 100 | -7.41 | 14 | 75.00 | ||||
2025-08-13 | 13F | 卢米斯·塞尔斯公司 | 98,063 | -29.43 | 13,739 | 137,280.00 | ||||
2025-07-15 | 13F | MCF 顾问有限责任公司 | 193 | -14.22 | 27 | 68.75 | ||||
2025-08-26 | NP | IWV - iShares Russell 3000 ETF | 2,521 | -30.67 | 353 | 30.74 | ||||
2025-07-24 | 13F | 石桥金融集团有限公司 | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | 泰晤士资本管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | BSVO - EA Bridgeway Omni 小盘价值 ETF | 4,812 | -1.01 | 674 | 86.70 | ||||
2025-08-26 | NP | PAEAX - Putnam动态资产配置成长基金A类股 | 1,008 | -55.75 | 141 | -16.57 | ||||
2025-08-14 | 13F | 巴利亚斯尼资产管理有限公司 | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | 美国银行 /de/ | 15,766 | -56.98 | 2,209 | -19.09 | ||||
2025-08-26 | NP | PABAX - Putnam动态资产配置平衡基金A类股票 | 707 | -55.73 | 99 | -16.10 | ||||
2025-08-28 | NP | SSMHX - 道富中小盘股指数投资组合 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 | 3,400 | -8.11 | 476 | 73.09 | ||||
2025-07-24 | 13F | 美国合众银行\de\ | 909 | -13.43 | 127 | 62.82 | ||||
2025-07-24 | NP | RKCIX - 洛克菲勒气候解决方案基金 - 机构类别股票 | 22,251 | -4.94 | 2,853 | 46.91 | ||||
2025-08-13 | 13F | F/M 投资有限责任公司 | 36,813 | -14.19 | 5,158 | 61.46 | ||||
2025-05-30 | NP | SEIS – SEI 精选小型股 ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-20 | NP | ASMOX - AQR 小盘动量型基金 I 类 | 2,965 | -33.67 | 415 | 25.00 | ||||
2025-04-25 | NP | DWAS - Invesco DWA SmallCap Momentum 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 | 126,234 | -31.17 | 10,477 | -42.58 | ||||
2025-08-13 | 13F | 北方信托公司 | 139,158 | -16.53 | 19,496 | 57.04 | ||||
2025-08-26 | NP | EQ ADVISORS TRUST - EQ/富兰克林小型股价值管理波动性投资组合 IB 类 | 376 | -5.53 | 53 | 79.31 | ||||
2025-08-13 | 13F | 地峡合伙人有限公司 | 34,320 | -22.83 | 4,808 | 45.21 | ||||
2025-08-26 | 13F/A | 路德教会的 Thrivent 金融 | 161,985 | -4.13 | 23 | 83.33 | ||||
2025-08-12 | 13F | Legal & General 集团有限公司 | 10,857 | -3.54 | 1,521 | 81.50 | ||||
2025-08-12 | 13F | 催化剂基金管理有限公司 | 2,500 | -53.70 | 350 | -12.94 |