ERIE
ERIE INDEMNITY CO
-5.34 (-2.19%)239.05USD549K成交股數11.0B市值–本益比(近四季)2.7股價營收比+2.8%營收年增(近四季)2026-10-29下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 圓越大金額越大,同一天的交易合成一顆 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。 近一年買進 $1.4M、賣出 $101K(其中 10b5-1 預設計畫佔 0%)。只畫 P / S 兩種代碼,滑到圓點看是誰。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 0 · 0 · 0 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 1.4M · 101K |
| 近 180 天 淨額 | 1.3M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-31 | 09-01 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 1 | 255.56 | 199.08 | 921 | SEC |
| 2026-08-31 | 09-01 | Cook Cody | Executive Vice President | J 其他 | 4 | 255.56 | 1K | 1.2K | SEC |
| 2026-08-31 | 09-01 | Shine Sarah | Executive Vice President | J 其他 | 4 | 255.56 | 1K | 573 | SEC |
| 2026-07-31 | 08-03 | Shine Sarah | Executive Vice President | J 其他 | 11 | 242.04 | 3K | 569 | SEC |
| 2026-07-31 | 08-03 | Smith Douglas Edward | EVP | J 其他 | 3 | 242.04 | 623.74 | 5.2K | SEC |
| 2026-07-31 | 08-03 | Cook Cody | Executive Vice President | J 其他 | 12 | 242.04 | 3K | 1.2K | SEC |
| 2026-07-31 | 08-03 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 9 | 242.04 | 2K | 921 | SEC |
| 2026-07-31 | 08-03 | Pelkowski Julie Marie | EVP & CFO | J 其他 | 3 | 242.04 | 821.48 | 675 | SEC |
| 2026-06-30 | 07-01 | Shine Sarah | Executive Vice President | J 其他 | 5 | 239.75 | 1K | 558 | SEC |
| 2026-06-30 | 07-01 | Cook Cody | Executive Vice President | J 其他 | 5 | 239.75 | 1K | 1.1K | SEC |
| 2026-06-30 | 07-01 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 0 | 239.75 | 74.80 | 912 | SEC |
| 2026-06-30 | 07-01 | Smith Douglas Edward | EVP | J 其他 | 0 | 239.75 | 19.42 | 5.2K | SEC |
| 2026-06-02 | 06-04 | Vorsheck Elizabeth A | Director,TenPercentOwner | P 公開市場買進 | 4.0K | 200.00 | 800K | 3.0M | SEC |
| 2026-06-02 | 06-04 | Vorsheck Elizabeth A | Director,TenPercentOwner | P 公開市場買進 | 1.0K | 211.50 | 212K | 267K | SEC |
| 2026-06-02 | 06-04 | Vorsheck Elizabeth A | Director,TenPercentOwner | P 公開市場買進 | 2.0K | 211.00 | 422K | 266K | SEC |
| 2026-05-31 | 06-01 | Smith Douglas Edward | EVP | J 其他 | 1 | 213.07 | 196.02 | 5.2K | SEC |
| 2026-05-31 | 06-01 | Pelkowski Julie Marie | EVP & CFO | J 其他 | 1 | 213.07 | 276.99 | 672 | SEC |
| 2026-05-31 | 06-01 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 2 | 213.07 | 492.19 | 911 | SEC |
| 2026-05-31 | 06-01 | Shine Sarah | Executive Vice President | J 其他 | 6 | 213.07 | 1K | 553 | SEC |
| 2026-05-31 | 06-01 | Cook Cody | Executive Vice President | J 其他 | 6 | 213.07 | 1K | 1.1K | SEC |
| 2026-05-08 | 05-13 | DaBreo Anthony | Senior Vice President, Life | S 公開市場賣出 | 465 | 217.10 | 101K | 909 | SEC |
| 2026-04-30 | 05-01 | Pelkowski Julie Marie | EVP & CFO | J 其他 | 8 | 218.93 | 2K | 671 | SEC |
| 2026-04-30 | 05-01 | Shine Sarah | Executive Vice President | J 其他 | 9 | 218.93 | 2K | 547 | SEC |
| 2026-04-30 | 05-01 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 10 | 218.93 | 2K | 1.4K | SEC |
| 2026-04-30 | 05-01 | Smith Douglas Edward | EVP | J 其他 | 4 | 218.93 | 862.58 | 5.2K | SEC |
| 2026-04-30 | 05-01 | Cook Cody | Executive Vice President | J 其他 | 9 | 218.93 | 2K | 1.1K | SEC |
| 2026-03-31 | 04-01 | Pelkowski Julie Marie | EVP & CFO | J 其他 | 3 | 251.31 | 673.51 | 663 | SEC |
| 2026-03-31 | 04-01 | Shine Sarah | Executive Vice President | J 其他 | 6 | 251.31 | 1K | 538 | SEC |
| 2026-03-31 | 04-01 | Cook Cody | Executive Vice President | J 其他 | 6 | 251.31 | 1K | 1.1K | SEC |
| 2026-03-31 | 04-01 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 3 | 251.31 | 716.23 | 1.4K | SEC |
| 2026-03-31 | 04-01 | Smith Douglas Edward | EVP | J 其他 | 1 | 251.31 | 289.01 | 5.2K | SEC |
| 2026-03-18 | 03-26 | NECASTRO TIMOTHY G | President & CEO | G 贈與 | 2.0K | – | – | 9.5K | SEC |
| 2026-02-28 | 03-03 | Pelkowski Julie Marie | EVP & CFO | J 其他 | 2 | 269.44 | 633.18 | 660 | SEC |
| 2026-02-28 | 03-03 | Smith Douglas Edward | EVP | J 其他 | 1 | 269.44 | 277.52 | 5.2K | SEC |
| 2026-02-28 | 03-03 | Shine Sarah | Executive Vice President | J 其他 | 5 | 269.44 | 1K | 533 | SEC |
| 2026-02-28 | 03-03 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 3 | 269.44 | 687.07 | 1.4K | SEC |
| 2026-02-28 | 03-03 | Cook Cody | Executive Vice President | J 其他 | 5 | 269.44 | 1K | 1.1K | SEC |
| 2026-01-31 | 02-02 | Pelkowski Julie Marie | EVP & CFO | J 其他 | 5 | 283.01 | 1K | 658 | SEC |
| 2026-01-31 | 02-02 | Smith Douglas Edward | EVP | J 其他 | 3 | 283.01 | 730.17 | 5.2K | SEC |
| 2026-01-31 | 02-02 | Cook Cody | Executive Vice President | J 其他 | 7 | 283.01 | 2K | 1.1K | SEC |
| 2026-01-31 | 02-02 | Shine Sarah | Executive Vice President | J 其他 | 7 | 283.01 | 2K | 528 | SEC |
| 2026-01-31 | 02-02 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 6 | 283.01 | 2K | 1.4K | SEC |
| 2026-01-30 | 02-02 | DaBreo Anthony | Senior Vice President, Life | A 獲配股票 | 500 | 280.87 | 140K | 1.4K | SEC |
| 2025-12-31 | 01-02 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 4 | 286.65 | 1K | 853 | SEC |
| 2025-12-31 | 01-02 | Pelkowski Julie Marie | EVP & CFO | J 其他 | 6 | 286.65 | 2K | 653 | SEC |
| 2025-12-31 | 01-02 | Shine Sarah | Executive Vice President | J 其他 | 12 | 286.65 | 3K | 522 | SEC |
| 2025-12-31 | 01-02 | Smith Douglas Edward | EVP | J 其他 | 2 | 286.65 | 455.77 | 5.2K | SEC |
| 2025-12-31 | 01-02 | Cook Cody | Executive Vice President | J 其他 | 1 | 286.65 | 398.44 | 1.1K | SEC |
| 2025-12-23 | 12-29 | NECASTRO TIMOTHY G | President & CEO | G 贈與 | 3.5K | – | – | 11.6K | SEC |
| 2025-11-30 | 12-01 | Cook Cody | Executive Vice President | J 其他 | 4 | 295.49 | 1K | 1.1K | SEC |
| 2025-10-31 | 11-03 | Smith Douglas Edward | EVP | J 其他 | 3 | 292.64 | 904.26 | 5.2K | SEC |
| 2025-10-31 | 11-03 | Pelkowski Julie Marie | EVP & CFO | J 其他 | 6 | 292.64 | 2K | 647 | SEC |
| 2025-10-31 | 11-03 | Cook Cody | Executive Vice President | J 其他 | 7 | 292.64 | 2K | 1.1K | SEC |
| 2025-10-31 | 11-03 | Shine Sarah | Executive Vice President | J 其他 | 3 | 292.64 | 787.20 | 509 | SEC |
| 2025-10-31 | 11-03 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 6 | 292.64 | 2K | 849 | SEC |
| 2025-09-30 | 10-01 | Shine Sarah | Executive Vice President | J 其他 | 5 | 318.16 | 1K | 507 | SEC |
| 2025-09-30 | 10-01 | Cook Cody | Executive Vice President | J 其他 | 5 | 318.16 | 2K | 1.1K | SEC |
| 2025-09-30 | 10-01 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 3 | 318.16 | 1K | 842 | SEC |
| 2025-08-31 | 09-02 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 1 | 354.38 | 478.41 | 839 | SEC |
| 2025-08-31 | 09-02 | Shine Sarah | Executive Vice President | J 其他 | 3 | 354.38 | 1K | 502 | SEC |
| 2025-08-31 | 09-02 | Cook Cody | Executive Vice President | J 其他 | 3 | 354.38 | 1K | 1.1K | SEC |
| 2025-07-31 | 08-01 | Pelkowski Julie Marie | EVP & CFO | J 其他 | 3 | 356.24 | 919.10 | 641 | SEC |
| 2025-07-31 | 08-01 | Cook Cody | Executive Vice President | J 其他 | 7 | 356.24 | 2K | 1.1K | SEC |
| 2025-07-31 | 08-01 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 5 | 356.24 | 2K | 838 | SEC |
| 2025-07-31 | 08-01 | Shine Sarah | Executive Vice President | J 其他 | 6 | 356.24 | 2K | 499 | SEC |
| 2025-07-31 | 08-01 | Smith Douglas Edward | EVP | J 其他 | 1 | 356.24 | 416.80 | 5.2K | SEC |
| 2025-06-30 | 07-01 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 2 | 346.79 | 620.75 | 833 | SEC |
| 2025-06-30 | 07-01 | Cook Cody | Executive Vice President | J 其他 | 4 | 346.79 | 1K | 1.1K | SEC |
| 2025-06-30 | 07-01 | Smith Douglas Edward | EVP | J 其他 | 1 | 346.79 | 249.69 | 5.2K | SEC |
| 2025-06-30 | 07-01 | Shine Sarah | Executive Vice President | J 其他 | 4 | 346.79 | 1K | 493 | SEC |
| 2025-05-31 | 06-02 | Pelkowski Julie Marie | EVP & CFO | J 其他 | 1 | 358.51 | 243.79 | 639 | SEC |
| 2025-05-31 | 06-02 | Smith Douglas Edward | EVP | J 其他 | 1 | 358.51 | 182.84 | 5.2K | SEC |
| 2025-05-31 | 06-02 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 1 | 358.51 | 462.48 | 831 | SEC |
| 2025-05-31 | 06-02 | Cook Cody | Executive Vice President | J 其他 | 3 | 358.51 | 1K | 1.1K | SEC |
| 2025-05-31 | 06-02 | Shine Sarah | Executive Vice President | J 其他 | 3 | 358.51 | 1K | 489 | SEC |
| 2025-04-30 | 05-01 | Shine Sarah | Executive Vice President | J 其他 | 5 | 358.62 | 2K | 486 | SEC |
| 2025-04-30 | 05-01 | Pelkowski Julie Marie | EVP & CFO | J 其他 | 5 | 358.62 | 2K | 638 | SEC |
| 2025-04-30 | 05-01 | Cook Cody | Executive Vice President | J 其他 | 6 | 358.62 | 2K | 1.1K | SEC |
| 2025-04-30 | 05-01 | DaBreo Anthony | Senior Vice President, Life | J 其他 | 6 | 358.62 | 2K | 830 | SEC |
| 2025-04-30 | 05-01 | Smith Douglas Edward | EVP | J 其他 | 3 | 358.62 | 957.52 | 5.2K | SEC |
內部人預設交易計畫 季報 / 年報揭露的 10b5-1 計畫採用與終止 · 近兩年
近兩年的季報與年報沒有揭露董事或高階主管的預設交易計畫。
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| PNC Financial Services Group, Inc. | 4.8M | 1.2B | −82.3K (-2%) | 減碼 |
| BlackRock, Inc. | 1.7M | 401M | +93.4K (+6%) | 加碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.6M | 392M | +5.2K (+0%) | 加碼 |
| STATE STREET CORP | 1.4M | 345M | +54.5K (+4%) | 加碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 1.1M | 266M | +5.1K (+0%) | 加碼 |
| Invesco Ltd. | 1.1M | 262M | +94.5K (+9%) | 加碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 899K | 215M | +37.4K (+4%) | 加碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 856K | 205M | +92.0K (+12%) | 加碼 |
| ProShare Advisors LLC | 641K | 154M | +43.5K (+7%) | 加碼 |
| BANK OF AMERICA CORP /DE/ | 526K | 126M | +46.5K (+10%) | 加碼 |
| MORGAN STANLEY | 514K | 123M | +56.0K (+12%) | 加碼 |
| DIMENSIONAL FUND ADVISORS LP | 260K | 62.4M | +34.2K (+15%) | 加碼 |
| Vest Financial, LLC | 191K | 45.9M | +6.3K (+3%) | 加碼 |
| NORTHERN TRUST CORP | 180K | 43.2M | +2.3K (+1%) | 加碼 |
| 挪威主權基金 NORGES BANK | 171K | 41.1M | 新進 | 新進 |
| Bank of New York Mellon Corp | 164K | 39.3M | −463 (-0%) | 減碼 |
| NOMURA ASSET MANAGEMENT CO LTD | 156K | 37.4M | +10.4K (+7%) | 加碼 |
| DEUTSCHE BANK AG\ | 153K | 36.6M | +10.6K (+7%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 152K | 36.4M | −10.5K (-6%) | 減碼 |
| CITIGROUP INC | 148K | 35.5M | +42.3K (+40%) | 加碼 |
| BARCLAYS PLC | 144K | 34.5M | +20.9K (+17%) | 加碼 |
| VANGUARD FIDUCIARY TRUST CO | 140K | 33.6M | +89 (+0%) | 加碼 |
| BNP PARIBAS FINANCIAL MARKETS | 122K | 29.3M | +30.9K (+34%) | 加碼 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 121K | 29.1M | +3.3K (+3%) | 加碼 |
| UBS Group AG | 121K | 28.9M | −18.5K (-13%) | 減碼 |
持有機構數近 12 季
藍柱 = 持有本股的機構家數(柱頂數字),柱下是跟上一季比的增減;黃線 = 這些機構合計持有的股數。家數是「有多少人在船上」,股數才是「買了多少」。只畫申報資料完整的季度。
| 持有機構 · 季變化 | 440 +37 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 82 / 45 / 171 / 101 |
| 機構合計持股 · 佔流通股 | 20.9M · 45.2% |
| 合計季末市值 | 5.0B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
基金持股 SEC Form N-PORT · 共同基金與 ETF 逐檔持股 · 主動 vs 被動
主動基金0.9% 的流通股110 檔 · 市值 99.2M · 這一期 加碼 12 / 減碼 38 · 新建倉 11 / 出清 16
被動基金14.7% 的流通股215 檔 · 市值 1.7B · 這一期 加碼 84 / 減碼 53 · 新建倉 5 / 出清 15
其他基金0.3% 的流通股20 檔 · 市值 38.6M · 這一期 加碼 2 / 減碼 11 · 新建倉 1 / 出清 0
主動基金淨買賣−335K 股主動基金這一期的股數變化合計(每檔基金跟自己的上一期比)
持股最多的基金前 20 · 每檔基金最新一期 · 資料到 2026-04-30
| 基金 | 動作 | 股數變化 | 目前持股 | 佔基金淨值 | 期末 |
|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND VITSX / VSMPX被動ETF · The Vanguard Group, Inc. | 加碼 | +7.4K | 809K | 0.01% | 2026-03-31 |
| Invesco S&P 500 Equal Weight ETF RSP被動ETF · Invesco Capital Management LLC | 加碼 | +116K | 695K | 0.17% | 2026-04-30 |
| VANGUARD 500 INDEX FUND VFFSX / VFIAX被動ETF · The Vanguard Group, Inc. | 加碼 | +4.9K | 645K | 0.01% | 2026-03-31 |
| ProShares S&P 500 Dividend Aristocrats ETF NOBL被動ETF · PROSHARE ADVISORS LLC | 加碼 | +94.7K | 595K | 1.33% | 2026-02-28 |
| VANGUARD SMALL-CAP INDEX FUND NAESX / VB被動ETF · The Vanguard Group, Inc. | 加碼 | +9.4K | 586K | 0.09% | 2026-03-31 |
| VANGUARD SMALL-CAP GROWTH INDEX FUND VBK / VISGX被動ETF · The Vanguard Group, Inc. | 加碼 | +2.0K | 327K | 0.21% | 2026-03-31 |
| iShares Core S&P 500 ETF IVV被動ETF · BlackRock Fund Advisors | 減碼 | −4.4K | 326K | 0.01% | 2026-03-31 |
| Fidelity 500 Index Fund FXAIX指數基金 · Fidelity Management & Research Company LLC | 加碼 | +2.5K | 323K | 0.01% | 2026-02-28 |
| State Street(R) SPDR(R) S&P(R) Dividend ETF SDY被動ETF · SSGA Funds Management, Inc. | 加碼 | +14.6K | 257K | 0.31% | 2026-03-31 |
| FT Vest S&P 500 Dividend Aristocrats Target Income ETF KNG被動ETF · First Trust Advisors L.P. | 加碼 | +12.5K | 193K | 1.25% | 2026-04-30 |
| State Street(R) Financial Select Sector SPDR(R) ETF XLF被動ETF · SSGA Funds Management, Inc. | 持平 | −89 | 172K | 0.09% | 2026-03-31 |
| Franklin Rising Dividends Fund FRDAX / FRDPX主動基金 · Franklin Advisers, Inc. | 減碼 | −285K | 150K | 0.15% | 2026-03-31 |
| VANGUARD INSTITUTIONAL INDEX FUND VIIIX / VINIX指數基金 · The Vanguard Group, Inc. | 減碼 | −2.8K | 143K | 0.01% | 2026-03-31 |
| VANGUARD DIVIDEND APPRECIATION INDEX FUND VDADX / VIG被動ETF · Vanguard Group, Inc | 加碼 | +3.1K | 143K | 0.03% | 2026-04-30 |
| Invesco S&P 500 GARP ETF SPGP被動ETF · Invesco Capital Management LLC | 減碼 | −7.3K | 83.3K | 0.83% | 2026-04-30 |
| iShares MSCI USA Min Vol Factor ETF USMV被動ETF · BlackRock Fund Advisors | 持平 | −374 | 81.1K | 0.08% | 2026-04-30 |
| Fidelity SAI U.S. Quality Index Fund FUQIX指數基金 · Fidelity Management & Research Company LLC | 加碼 | +22.5K | 77.6K | 0.06% | 2026-04-30 |
| Strategic Advisers Fidelity U.S. Total Stock Fund FCTDX其他 · Strategic Advisers LLC | 減碼 | −1.3K | 74.3K | 0.01% | 2026-02-28 |
| iShares MSCI USA Quality Factor ETF QUAL被動ETF · BlackRock Fund Advisors | 減碼 | −1.2K | 61.4K | 0.03% | 2026-04-30 |
| Schwab S&P 500 Index Fund SWPPX指數基金 · Charles Schwab Investment Management, Inc. | 減碼 | −1.5K | 56.1K | 0.01% | 2026-04-30 |
主動基金加碼最多含新建倉 · 依股數增加排序
| 基金 | 動作 | 股數變化 | 目前持股 | 佔基金淨值 | 期末 |
|---|---|---|---|---|---|
| Bridge Builder Tax Managed Large Cap Fund BBTLX主動基金 · OLIVE STREET INVESTMENT ADVISERS LLC | 新建倉 | +11.9K | 11.9K | 0.04% | 2026-03-31 |
| First Trust Nasdaq BuyWrite Income ETF FTQI主動ETF · First Trust Advisors L.P. | 新建倉 | +4.7K | 4.7K | 0.15% | 2026-03-31 |
| U.S. SMALL CAP PORTFOLIO DFSTX主動基金 · Dimensional Fund Advisors LP | 新建倉 | +4.5K | 4.5K | 0.01% | 2026-04-30 |
| Clearwater Core Equity Fund QWVPX主動基金 · Clearwater Management Co Inc. | 新建倉 | +4.4K | 4.4K | 0.08% | 2026-03-31 |
| LVIP BlackRock Dividend Value Managed Volatility Fund主動基金 · Lincoln Financial Investments Corporation | 新建倉 | +3.2K | 3.2K | 0.04% | 2026-03-31 |
| NEOS S&P 500(R) High Income ETF SPYI主動ETF · NEOS Investment Management, LLC | 加碼 | +2.3K | 3.4K | 0.01% | 2026-03-31 |
| AGF U.S. Market Neutral Anti-Beta Fund BTAL主動ETF · AGF Investments LLC | 加碼 | +2.1K | 5.8K | 0.36% | 2026-03-31 |
| Goldman Sachs S&P 500 Premium Income ETF GPIX主動ETF · Goldman Sachs Asset Management, L.P. | 新建倉 | +1.7K | 1.7K | 0.01% | 2026-03-31 |
| Invesco S&P 500 Equal Weight Income Advantage ETF RPSA / RSPA主動ETF · Invesco Capital Management LLC | 加碼 | +1.3K | 4.5K | 0.13% | 2026-04-30 |
| The Institutional U.S. Equity Portfolio HCIGX / HCIWX主動基金 · HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC | 加碼 | +1.2K | 6.7K | 0.06% | 2026-03-31 |
| Gotham 1000 Value ETF GVLU主動ETF · Tidal Investments LLC | 加碼 | +474 | 2.3K | 0.27% | 2026-03-31 |
| U.S. Small Cap Growth Portfolio DSCGX主動基金 · Dimensional Fund Advisors LP | 新建倉 | +333 | 333 | 0.00% | 2026-04-30 |
主動基金減碼最多含出清 · 依股數減少排序
| 基金 | 動作 | 股數變化 | 目前持股 | 佔基金淨值 | 期末 |
|---|---|---|---|---|---|
| Franklin Rising Dividends Fund FRDAX / FRDPX主動基金 · Franklin Advisers, Inc. | 減碼 | −285K | 150K | 0.15% | 2026-03-31 |
| Franklin Rising Dividends VIP Fund主動基金 · Franklin Advisers, Inc. | 減碼 | −16.0K | 8.8K | 0.15% | 2026-03-31 |
| Franklin Global Allocation Fund FFAAX / FFACX主動基金 · Franklin Advisers, Inc. | 出清 | −10.9K | 0 | 0.00% | 2026-03-31 |
| NVIT GS Large Cap Equity Fund主動基金 · Nationwide Fund Advisors | 出清 | −9.6K | 0 | 0.00% | 2026-03-31 |
| Goldman Sachs U.S. Equity Insights Fund GSELX / GSEPX主動基金 · Goldman Sachs Asset Management, L.P. | 出清 | −7.8K | 0 | 0.00% | 2026-04-30 |
| Six Circles U.S. Unconstrained Equity Fund CUSUX主動基金 · J.P. Morgan Private Investments Inc. | 減碼 | −7.4K | 4.2K | 0.00% | 2026-03-31 |
| Goldman Sachs Large Cap Value Insights Fund GCLSX / GCVAX主動基金 · Goldman Sachs Asset Management, L.P. | 出清 | −5.1K | 0 | 0.00% | 2026-04-30 |
| Dimensional U.S. Equity Market ETF DFUS主動ETF · Dimensional Fund Advisors LP | 減碼 | −5.0K | 1.6K | 0.00% | 2026-04-30 |
| LVIP Blended Large Cap Growth Managed Volatility Fund主動基金 · Lincoln Financial Investments Corporation | 出清 | −4.5K | 0 | 0.00% | 2026-03-31 |
| LVIP Franklin Templeton Global Equity Managed Volatility Fund主動基金 · Lincoln Financial Investments Corporation | 出清 | −4.0K | 0 | 0.00% | 2026-03-31 |
| EQ/Franklin Rising Dividends Portfolio主動基金 · Equitable Investment Management Group, LLC | 減碼 | −3.6K | 2.0K | 0.15% | 2026-03-31 |
| Goldman Sachs Variable Insurance Trust U.S. Equity Insights Fund主動基金 · Goldman Sachs Asset Management, L.P. | 出清 | −2.7K | 0 | 0.00% | 2026-03-31 |
主動基金押最重的佔基金淨值比例最高 · 規模 5 億美元以上
| 基金 | 動作 | 股數變化 | 目前持股 | 佔基金淨值 | 期末 |
|---|---|---|---|---|---|
| Empower Mid Cap Value Fund MXKJX / MXMVX主動基金 · Empower Capital Management, LLC | 持平 | 0 | 7.6K | 0.19% | 2026-03-31 |
| First Trust Nasdaq BuyWrite Income ETF FTQI主動ETF · First Trust Advisors L.P. | 新建倉 | +4.7K | 4.7K | 0.15% | 2026-03-31 |
| Franklin Rising Dividends VIP Fund主動基金 · Franklin Advisers, Inc. | 減碼 | −16.0K | 8.8K | 0.15% | 2026-03-31 |
| Franklin Rising Dividends Fund FRDAX / FRDPX主動基金 · Franklin Advisers, Inc. | 減碼 | −285K | 150K | 0.15% | 2026-03-31 |
| Invesco S&P 500 Equal Weight Income Advantage ETF RPSA / RSPA主動ETF · Invesco Capital Management LLC | 加碼 | +1.3K | 4.5K | 0.13% | 2026-04-30 |
| Clearwater Core Equity Fund QWVPX主動基金 · Clearwater Management Co Inc. | 新建倉 | +4.4K | 4.4K | 0.08% | 2026-03-31 |
| The Institutional U.S. Equity Portfolio HCIGX / HCIWX主動基金 · HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC | 加碼 | +1.2K | 6.7K | 0.06% | 2026-03-31 |
| LVIP BlackRock Dividend Value Managed Volatility Fund主動基金 · Lincoln Financial Investments Corporation | 新建倉 | +3.2K | 3.2K | 0.04% | 2026-03-31 |
| Bridge Builder Tax Managed Large Cap Fund BBTLX主動基金 · OLIVE STREET INVESTMENT ADVISERS LLC | 新建倉 | +11.9K | 11.9K | 0.04% | 2026-03-31 |
| U.S. Social Core Equity 2 Portfolio DFUEX主動基金 · Dimensional Fund Advisors LP | 持平 | 0 | 3.1K | 0.03% | 2026-04-30 |
| Global Equity Fund RGDTX / RGEAX主動基金 · Russell Investment Management, LLC | 持平 | 0 | 4.4K | 0.03% | 2026-04-30 |
| U.S. Sustainability Core 1 Portfolio DFSIX主動基金 · Dimensional Fund Advisors LP | 持平 | 0 | 9.0K | 0.02% | 2026-04-30 |
來源為 SEC Form N-PORT:美國註冊的共同基金與 ETF 每季申報持股,只公開每檔基金會計季末那個月,所以各基金的期末日不同。加碼、減碼、新建倉是跟那檔基金自己的上一期比;出清是那檔基金後來的申報已經沒有這檔股票。主動 = 主動型共同基金與主動 ETF;被動 = 指數 ETF 與指數型共同基金;其他 = 槓桿反向、目標日期、組合型基金。佔流通股用最新的在外流通股數計算。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
藍柱 = FINRA 每月兩次結算的空單佔流通股數比例(左軸);黃線 = 回補天數(空單 ÷ 日均成交量,右軸),天數越多、軋空時越難出場。滑到柱子看股數。
最新一期
| 空單股數 | 2.6M |
|---|---|
| 與上期比 | -2.5% |
| 佔流通股數 | 5.68% |
| 日均成交量 | 383K |
| 回補天數 | 6.8 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 2.6M | -2.5% | 5.68% | 383K | 6.8 |
| 2026-08-14 | 2.7M | -5.5% | 5.82% | 249K | 10.8 |
| 2026-07-31 | 2.8M | -3.4% | 6.16% | 320K | 8.9 |
| 2026-07-15 | 2.9M | +0.8% | 6.38% | 278K | 10.6 |
| 2026-06-30 | 2.9M | +9.0% | 6.33% | 274K | 10.7 |
| 2026-06-15 | 2.7M | +5.0% | 5.81% | 168K | 16.0 |
| 2026-05-29 | 2.6M | +3.8% | 5.53% | 178K | 14.4 |
| 2026-05-15 | 2.5M | +6.0% | 5.33% | 217K | 11.4 |
| 2026-04-30 | 2.3M | -2.5% | 5.03% | 251K | 9.3 |
| 2026-04-15 | 2.4M | -3.9% | 5.16% | 181K | 13.2 |
| 2026-03-31 | 2.5M | +11.7% | 5.37% | 304K | 8.2 |
| 2026-03-13 | 2.2M | -0.9% | 4.81% | 213K | 10.4 |
| 2026-02-27 | 2.2M | +1.5% | 4.85% | 230K | 9.7 |
| 2026-02-13 | 2.2M | +2.8% | 4.78% | 197K | 11.2 |
| 2026-01-30 | 2.1M | +2.6% | 4.65% | 213K | 10.1 |
| 2026-01-15 | 2.1M | -6.1% | 4.53% | 142K | 14.7 |
| 2025-12-31 | 2.2M | +1.5% | 4.82% | 178K | 12.5 |
| 2025-12-15 | 2.2M | +2.0% | 4.75% | 161K | 13.6 |
| 2025-11-28 | 2.2M | -1.3% | 4.66% | 134K | 16.0 |
| 2025-11-14 | 2.2M | +8.2% | 4.72% | 147K | 14.8 |
| 2025-10-31 | 2.0M | -1.3% | 4.36% | 169K | 11.9 |
| 2025-10-15 | 2.0M | +1.2% | 4.42% | 108K | 18.9 |
| 2025-09-30 | 2.0M | +8.7% | 4.37% | 146K | 13.8 |
| 2025-09-15 | 1.9M | +0.8% | 4.02% | 124K | 15.0 |
| 2025-08-29 | 1.8M | -0.9% | 3.99% | 115K | 16.1 |
| 2025-08-15 | 1.9M | +6.2% | 4.03% | 143K | 13.0 |