MSBIP
Midland States Bancorp, Inc.
+0.05 (+0.20%)25.45USD649成交股數–市值–本益比(近四季)–股價營收比–營收年增(近四季)–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
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 | 4 · 421K · 2 |
| 其中 10b5-1 計畫賣出 | 0 筆 |
| 近 180 天 買進 · 賣出金額 | 249K · 421K |
| 近 180 天 淨額 | −172K |
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 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-08 | 09-09 | Mooney Kyle Owen | SVP - Chief Operating Officer | S 公開市場賣出 | 2.4K | 33.33 | 80K | 13.6K | SEC |
| 2026-09-08 | 09-09 | Mooney Kyle Owen | SVP - Chief Operating Officer | M 選擇權執行 | 2.4K | 28.43 | 68K | 16.0K | SEC |
| 2026-08-18 | 08-18 | Mooney Kyle Owen | SVP - Chief Operating Officer | S 公開市場賣出 | 489 | 33.16 | 16K | 13.6K | SEC |
| 2026-08-11 | 08-17 | Mooney Kyle Owen | SVP - Chief Operating Officer | S 公開市場賣出 | 1.2K | 33.51 | 40K | 14.1K | SEC |
| 2026-08-11 | 08-17 | Mooney Kyle Owen | SVP - Chief Operating Officer | M 選擇權執行 | 1.2K | 28.59 | 34K | 15.3K | SEC |
| 2026-08-05 | 08-17 | Mooney Kyle Owen | SVP - Chief Operating Officer | F 繳稅扣股 | 50 | 34.24 | 2K | 14.1K | SEC |
| 2026-08-04 | 08-17 | Mooney Kyle Owen | SVP - Chief Operating Officer | F 繳稅扣股 | 58 | 34.53 | 2K | 14.1K | SEC |
| 2026-07-28 | 07-29 | Ludwig Jeffrey G. | President & CEO | M 選擇權執行 | 8.4K | 28.59 | 240K | 409K | SEC |
| 2026-07-28 | 07-29 | Ludwig Jeffrey G. | President & CEO | S 公開市場賣出 | 8.4K | 34.00 | 285K | 401K | SEC |
| 2026-06-30 | 07-02 | Casey Daniel Edward | CROF | A 獲配股票 | 421 | 20.56 | 9K | 28.5K | SEC |
| 2026-06-30 | 07-02 | Jameson Jeremy Andrew | EVP - Chief Credit Officer | A 獲配股票 | 1 | 20.56 | 20.56 | 63.2K | SEC |
| 2026-06-30 | 07-01 | Ramos Richard T | Director | A 獲配股票 | 1.4K | 31.14 | 45K | 21.5K | SEC |
| 2026-06-30 | 07-01 | McDonnell Jeffrey M | Director | A 獲配股票 | 1.4K | 31.14 | 45K | 3.4K | SEC |
| 2026-06-30 | 07-01 | DiMotta Jennifer | Director | A 獲配股票 | 1.4K | 31.14 | 45K | 8.2K | SEC |
| 2026-06-30 | 07-01 | McDaniel Jerry L. | Director | A 獲配股票 | 1.4K | 31.14 | 45K | 9.7K | SEC |
| 2026-05-12 | 05-12 | Stack Claire Ann | EVP - Chief Financial Officer | A 獲配股票 | 6.4K | 27.53 | 175K | 8.0K | SEC |
| 2026-05-05 | 05-06 | Jameson Jeremy Andrew | EVP - Chief Credit Officer | F 繳稅扣股 | 2.0K | 27.08 | 54K | 63.2K | SEC |
| 2026-05-05 | 05-06 | Franklin Travis | Director | P 公開市場買進 | 9.4K | 26.49 | 249K | 9.4K | SEC |
| 2026-05-01 | 05-04 | Casey Daniel Edward | CROF | F 繳稅扣股 | 204 | 26.39 | 5K | 28.1K | SEC |
| 2026-03-31 | 04-06 | Ludwig Jeffrey G. | President & CEO | A 獲配股票 | 1.3K | 19.05 | 25K | 401K | SEC |
| 2026-03-31 | 04-06 | Jameson Jeremy Andrew | EVP - Chief Credit Officer | A 獲配股票 | 1.3K | 19.05 | 25K | 65.2K | SEC |
| 2026-03-31 | 04-02 | Ludwig Jeffrey G. | President & CEO | A 獲配股票 | 909 | 19.05 | 17K | 401K | SEC |
| 2026-03-31 | 04-02 | Jameson Jeremy Andrew | EVP - Chief Credit Officer | A 獲配股票 | 751 | 19.05 | 14K | 64.6K | SEC |
| 2026-01-28 | 01-28 | Mooney Kyle Owen | SVP - Chief Operating Officer | S 公開市場賣出 | 2.8K | 22.67 | 64K | 14.2K | SEC |
| 2025-12-31 | 01-02 | Jameson Jeremy Andrew | EVP - Chief Credit Officer | A 獲配股票 | 471 | 15.13 | 7K | 63.9K | SEC |
| 2025-12-03 | 12-04 | Jameson Jeremy Andrew | EVP - Chief Credit Officer | P 公開市場買進 | 5.6K | 17.69 | 99K | 63.4K | SEC |
| 2025-12-03 | 12-04 | Smith Jeffrey C. | Director | P 公開市場買進 | 500 | 17.69 | 9K | 34.1K | SEC |
| 2025-12-03 | 12-04 | Bingham Richard Dean | Director | P 公開市場買進 | 5.0K | 17.56 | 88K | 27.7K | SEC |
| 2025-12-03 | 12-04 | Bingham Richard Dean | Director | P 公開市場買進 | 5.0K | 17.56 | 88K | 27.7K | SEC |
| 2025-12-03 | 12-04 | Casey Daniel Edward | CROF | P 公開市場買進 | 3.0K | 17.64 | 53K | 28.3K | SEC |
| 2025-12-03 | 12-04 | Casey Daniel Edward | CROF | P 公開市場買進 | 2.0K | 18.26 | 37K | 25.3K | SEC |
| 2025-11-07 | 11-10 | Casey Daniel Edward | CROF | F 繳稅扣股 | 395 | 16.01 | 6K | 23.3K | SEC |
| 2025-11-07 | 11-10 | Jameson Jeremy Andrew | EVP - Chief Credit Officer | F 繳稅扣股 | 170 | 16.01 | 3K | 57.8K | SEC |
| 2025-11-07 | 11-10 | Lemke Eric | Chief Financial Officer | F 繳稅扣股 | 573 | 16.01 | 9K | 42.1K | SEC |
| 2025-11-07 | 11-10 | Spring Donald J. | Chief Accounting Officer | F 繳稅扣股 | 140 | 16.01 | 2K | 9.1K | SEC |
| 2025-11-07 | 11-10 | Mefford Jeffrey S. | President | F 繳稅扣股 | 894 | 16.01 | 14K | 77.2K | SEC |
| 2025-11-06 | 11-10 | Mefford Jeffrey S. | President | F 繳稅扣股 | 954 | 15.97 | 15K | 78.1K | SEC |
| 2025-11-06 | 11-10 | Spring Donald J. | Chief Accounting Officer | F 繳稅扣股 | 164 | 15.97 | 3K | 9.2K | SEC |
| 2025-11-06 | 11-10 | Casey Daniel Edward | CROF | F 繳稅扣股 | 463 | 15.97 | 7K | 23.6K | SEC |
| 2025-11-06 | 11-10 | Lemke Eric | Chief Financial Officer | F 繳稅扣股 | 641 | 15.97 | 10K | 42.7K | SEC |
| 2025-11-03 | 11-04 | Spring Donald J. | Chief Accounting Officer | A 獲配股票 | 4.0K | 14.64 | 59K | 9.4K | SEC |
| 2025-11-03 | 11-04 | Jameson Jeremy Andrew | EVP - Chief Credit Officer | A 獲配股票 | 23.3K | 14.64 | 341K | 58.0K | SEC |
| 2025-11-03 | 11-04 | Casey Daniel Edward | CROF | A 獲配股票 | 10.8K | 14.64 | 158K | 24.1K | SEC |
| 2025-11-03 | 11-04 | Ludwig Jeffrey G. | President & CEO | A 獲配股票 | 38.4K | 14.64 | 562K | 400K | SEC |
| 2025-11-03 | 11-04 | Lemke Eric | Chief Financial Officer | A 獲配股票 | 14.9K | 14.64 | 219K | 43.3K | SEC |
| 2025-11-03 | 11-04 | Mefford Jeffrey S. | President | A 獲配股票 | 23.3K | 14.64 | 341K | 79.1K | SEC |
| 2025-11-01 | 11-04 | Spring Donald J. | Chief Accounting Officer | F 繳稅扣股 | 199 | 14.64 | 3K | 5.4K | SEC |
| 2025-11-01 | 11-04 | Lemke Eric | Chief Financial Officer | F 繳稅扣股 | 472 | 14.64 | 7K | 28.4K | SEC |
| 2025-11-01 | 11-04 | Mefford Jeffrey S. | President | F 繳稅扣股 | 742 | 14.64 | 11K | 55.7K | SEC |
| 2025-10-31 | 11-04 | Spring Donald J. | Chief Accounting Officer | F 繳稅扣股 | 114 | 14.64 | 2K | 5.6K | SEC |
| 2025-10-31 | 11-04 | Mefford Jeffrey S. | President | F 繳稅扣股 | 445 | 14.64 | 7K | 56.5K | SEC |
| 2025-10-31 | 11-04 | Lemke Eric | Chief Financial Officer | F 繳稅扣股 | 294 | 14.64 | 4K | 28.9K | SEC |
| 2025-08-05 | 08-11 | Spring Donald J. | Chief Accounting Officer | D 處分 | 53 | 16.71 | 885.63 | 5.7K | SEC |
| 2025-06-30 | 07-01 | Schultz Robert F. | Director | A 獲配股票 | 2.6K | 17.32 | 45K | 34.7K | SEC |
| 2025-06-30 | 07-01 | DiMotta Jennifer | Director | A 獲配股票 | 2.6K | 17.32 | 45K | 6.8K | SEC |
| 2025-06-30 | 07-01 | Ramos Richard T | Director | A 獲配股票 | 2.6K | 17.32 | 45K | 20.1K | SEC |
| 2025-06-30 | 07-01 | Ludwig Jeffrey G. | President & CEO | A 獲配股票 | 1.6K | 15.48 | 25K | 361K | SEC |
| 2025-06-30 | 07-01 | McDaniel Jerry L. | Director | A 獲配股票 | 2.6K | 17.32 | 45K | 8.3K | SEC |
| 2025-06-30 | 07-01 | Ramos Richard T | Director | A 獲配股票 | 2.6K | 17.32 | 45K | 20.1K | SEC |
| 2025-05-01 | 07-01 | Casey Daniel Edward | CROF | F 繳稅扣股 | 217 | 17.62 | 4K | 13.4K | SEC |
| 2025-02-07 | 02-07 | Carlson Gerald Joseph | Director | P 公開市場買進 | 2.0K | 19.97 | 40K | 4.0K | SEC |
| 2025-01-30 | 01-30 | Carlson Gerald Joseph | Director | P 公開市場買進 | 1.0K | 20.00 | 20K | 2.0K | SEC |
| 2025-01-28 | 01-28 | Spring Donald J. | Chief Accounting Officer | P 公開市場買進 | 800 | 23.75 | 19K | 1.6K | SEC |
| 2025-01-28 | 01-28 | Smith Jeffrey C. | Director | P 公開市場買進 | 650 | 18.96 | 12K | 33.6K | SEC |
| 2024-11-11 | 11-12 | Spring Donald J. | Chief Accounting Officer | S 公開市場賣出 | 431 | 27.00 | 12K | 5.4K | SEC |
| 2024-11-07 | 11-07 | Spring Donald J. | Chief Accounting Officer | A 獲配股票 | 2.0K | 27.96 | 57K | 6.2K | SEC |
| 2024-11-07 | 11-07 | Lemke Eric | Chief Financial Officer | A 獲配股票 | 7.8K | 27.96 | 219K | 29.2K | SEC |
| 2024-11-07 | 11-07 | Spring Donald J. | Chief Accounting Officer | S 公開市場賣出 | 311 | 27.52 | 9K | 5.9K | SEC |
| 2024-11-07 | 11-07 | Mefford Jeffrey S. | President | A 獲配股票 | 12.2K | 27.96 | 341K | 56.9K | SEC |
| 2024-11-07 | 11-07 | Casey Daniel Edward | CROF | A 獲配股票 | 5.4K | 27.96 | 151K | 13.6K | SEC |
| 2024-11-07 | 11-07 | Tucker Douglas J. | SVP Corporate Counsel | A 獲配股票 | 7.2K | 27.96 | 200K | 39.1K | SEC |
| 2024-11-07 | 11-07 | Ludwig Jeffrey G. | President & CEO | A 獲配股票 | 20.1K | 27.96 | 562K | 360K | SEC |
| 2024-11-06 | 11-08 | Schultz Robert F. | Director | S 公開市場賣出 | 4.3K | 27.00 | 115K | 0 | SEC |
| 2024-11-06 | 11-07 | Tucker Douglas J. | SVP Corporate Counsel | F 繳稅扣股 | 620 | 27.96 | 17K | 31.9K | SEC |
| 2024-11-06 | 11-07 | Spring Donald J. | Chief Accounting Officer | F 繳稅扣股 | 164 | 27.96 | 5K | 4.2K | SEC |
| 2024-11-06 | 11-07 | Lemke Eric | Chief Financial Officer | F 繳稅扣股 | 642 | 27.96 | 18K | 21.3K | SEC |
| 2024-11-06 | 11-07 | Mefford Jeffrey S. | President | F 繳稅扣股 | 954 | 27.96 | 27K | 44.7K | SEC |
| 2024-11-06 | 11-07 | Casey Daniel Edward | CROF | F 繳稅扣股 | 463 | 27.96 | 13K | 8.2K | SEC |
| 2024-11-06 | 11-07 | Ludwig Jeffrey G. | President & CEO | F 繳稅扣股 | 1.7K | 27.96 | 48K | 340K | SEC |
| 2024-11-05 | 11-06 | Lemke Eric | Chief Financial Officer | F 繳稅扣股 | 315 | 24.99 | 8K | 22.0K | 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
| 揭露日 | 姓名 | 職稱 | 動作 | 類型 | 採用日 | 終止日 | 到期日 | 最多股數 |
|---|---|---|---|---|---|---|---|---|
| 2026-07-30 | Jeffrey G. Ludwig | President, Chief Executive Officer and a director | 採用 | 10b5-1 | 2026-06-15 | – | 2026-11-16 | 8.4K |
公司在季報與年報(Regulation S-K Item 408)揭露:這一季有哪些董事或高階主管採用、終止或修改了預設的股票交易計畫。10b5-1 計畫是事先排好的賣出(或買進)時程,採用後通常要等冷卻期才開始執行;最多股數是計畫上限,不代表一定會賣完。實際成交看上方的 Form 4。
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 |
|---|---|---|---|---|
| BlackRock, Inc. | 2.9M | 90.9M | +65.0K (+2%) | 加碼 |
| DIMENSIONAL FUND ADVISORS LP | 859K | 26.8M | −31.4K (-4%) | 減碼 |
| VANGUARD CAPITAL MANAGEMENT LLC | 847K | 26.4M | −54.0K (-6%) | 減碼 |
| Busey Bank | 759K | 23.6M | 不變 | 持平 |
| STATE STREET CORP | 694K | 21.6M | −71.8K (-9%) | 減碼 |
| AMERICAN CENTURY COMPANIES INC | 564K | 17.6M | −22.4K (-4%) | 減碼 |
| GEODE CAPITAL MANAGEMENT, LLC | 537K | 16.7M | +3.3K (+1%) | 加碼 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 517K | 16.1M | −23.0K (-4%) | 減碼 |
| Patriot Financial Partners GP II, L.P. | 439K | 13.7M | 不變 | 持平 |
| AQR CAPITAL MANAGEMENT LLC | 341K | 10.6M | −55.4K (-14%) | 減碼 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 252K | 7.9M | +22.6K (+10%) | 加碼 |
| GOLDMAN SACHS GROUP INC | 249K | 7.8M | −11.8K (-5%) | 減碼 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 248K | 7.7M | +49.0K (+25%) | 加碼 |
| ProShare Advisors LLC | 228K | 7.1M | 新進 | 新進 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 224K | 7.0M | −18.4K (-8%) | 減碼 |
| Two Sigma TWO SIGMA INVESTMENTS, LP | 207K | 6.4M | +32.9K (+19%) | 加碼 |
| ALGERT GLOBAL LLC | 201K | 6.2M | +63.3K (+46%) | 加碼 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 174K | 5.4M | +4.7K (+3%) | 加碼 |
| MALTESE CAPITAL MANAGEMENT LLC | 161K | 5.0M | +73.6K (+84%) | 加碼 |
| NORTHERN TRUST CORP | 160K | 5.0M | +5.5K (+4%) | 加碼 |
| MORGAN STANLEY | 144K | 4.5M | −5.3K (-4%) | 減碼 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 136K | 4.2M | +6.7K (+5%) | 加碼 |
| VANGUARD FIDUCIARY TRUST CO | 135K | 4.2M | −1.2K (-1%) | 減碼 |
| Bank of New York Mellon Corp | 127K | 3.9M | +339 (+0%) | 加碼 |
| BANK OF AMERICA CORP /DE/ | 114K | 3.5M | −29.5K (-21%) | 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 | 154 +15 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 26 / 11 / 47 / 42 |
| 機構合計持股 · 佔流通股 | 14.6M |
| 合計季末市值 | 429M |
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13.2% 的流通股88 檔 · 市值 64.2M · 這一期 加碼 20 / 減碼 21 · 新建倉 7 / 出清 6
被動基金14.5% 的流通股77 檔 · 市值 68.3M · 這一期 加碼 24 / 減碼 24 · 新建倉 0 / 出清 0
其他基金0.2% 的流通股8 檔 · 市值 1.0M · 這一期 加碼 2 / 減碼 3 · 新建倉 1 / 出清 0
主動基金淨買賣−25.8K 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. | 持平 | 0 | 648K | 0.00% | 2026-03-31 |
| iShares Russell 2000 ETF IWM被動ETF · BlackRock Fund Advisors | 減碼 | −42.2K | 496K | 0.02% | 2026-03-31 |
| Avantis U.S. Small Cap Value ETF AVUV主動ETF · American Century Investment Management, Inc. | 減碼 | −11.7K | 489K | 0.05% | 2026-02-28 |
| BlackRock Advantage Small Cap Core Fund BDSAX / BDSCX主動基金 · BlackRock Advisors, LLC | 減碼 | −11.7K | 339K | 0.16% | 2026-02-27 |
| U.S. SMALL CAP VALUE PORTFOLIO DFSVX主動基金 · Dimensional Fund Advisors LP | 持平 | 0 | 252K | 0.04% | 2026-04-30 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF KRE被動ETF · SSGA Funds Management, Inc. | 加碼 | +75.3K | 237K | 0.14% | 2026-03-31 |
| VANGUARD EXTENDED MARKET INDEX FUND VEMPX / VEXAX被動ETF · The Vanguard Group, Inc. | 加碼 | +7.1K | 235K | 0.01% | 2026-03-31 |
| Fidelity Small Cap Index Fund FSSNX指數基金 · Fidelity Management & Research Company LLC | 加碼 | +1.5K | 204K | 0.02% | 2026-04-30 |
| iShares Russell 2000 Value ETF IWN被動ETF · BlackRock Fund Advisors | 減碼 | −10.9K | 171K | 0.03% | 2026-03-31 |
| Hotchkis and Wiley Small Cap Diversified Value Fund HWVAX / HWVIX主動基金 · Hotchkis & Wiley Capital Management, LLC | 加碼 | +38.5K | 137K | 0.37% | 2026-03-31 |
| Fidelity Extended Market Index Fund FSMAX指數基金 · Fidelity Management & Research Company LLC | 減碼 | −1.1K | 115K | 0.01% | 2026-02-28 |
| Schwab U.S. Small-Cap ETF SCHA被動ETF · Charles Schwab Investment Management, Inc. | 加碼 | +1.0K | 105K | 0.01% | 2026-02-28 |
| VANGUARD RUSSELL 2000 INDEX FUND VRTIX / VTWO被動ETF · The Vanguard Group, Inc. | 加碼 | +1.4K | 102K | 0.01% | 2026-02-28 |
| Multi-Manager Small Cap Equity Strategies Fund CSCLX / CZMSX主動基金 · Columbia Management Investment Advisers, LLC | 加碼 | +11.2K | 96.3K | 0.17% | 2026-02-28 |
| U.S. SMALL CAP PORTFOLIO DFSTX主動基金 · Dimensional Fund Advisors LP | 加碼 | +2.5K | 95.6K | 0.01% | 2026-04-30 |
| EA Bridgeway Omni Small-Cap Value ETF BSVO主動ETF · Empowered Funds, LLC d/b/a EA Advisers | 加碼 | +18.8K | 86.3K | 0.09% | 2026-03-31 |
| SmallCap Value Fund II PCPTX / PJARX主動基金 · Principal Global Investors, LLC | 加碼 | +29.1K | 82.0K | 0.17% | 2026-04-30 |
| Dimensional U.S. Small Cap ETF DFAS主動ETF · Dimensional Fund Advisors LP | 加碼 | +1.5K | 71.4K | 0.01% | 2026-04-30 |
| NORTH SQUARE DYNAMIC SMALL CAP FUND ORSAX / ORSIX主動基金 · North Square Investments, LLC | 加碼 | +16.9K | 69.3K | 0.22% | 2026-02-28 |
| U.S. MICRO CAP PORTFOLIO DFSCX主動基金 · Dimensional Fund Advisors LP | 加碼 | +7.6K | 68.5K | 0.02% | 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 |
|---|---|---|---|---|---|
| Principal U.S. Small-Cap ETF PSC主動ETF · Principal Global Investors, LLC | 新建倉 | +40.0K | 40.0K | 0.05% | 2026-03-31 |
| Hotchkis and Wiley Small Cap Diversified Value Fund HWVAX / HWVIX主動基金 · Hotchkis & Wiley Capital Management, LLC | 加碼 | +38.5K | 137K | 0.37% | 2026-03-31 |
| VANGUARD U.S. MULTIFACTOR ETF VFMF主動ETF · The Vanguard Group, Inc. | 新建倉 | +36.4K | 36.4K | 0.14% | 2026-02-28 |
| SmallCap Value Fund II PCPTX / PJARX主動基金 · Principal Global Investors, LLC | 加碼 | +29.1K | 82.0K | 0.17% | 2026-04-30 |
| EA Bridgeway Omni Small-Cap Value ETF BSVO主動ETF · Empowered Funds, LLC d/b/a EA Advisers | 加碼 | +18.8K | 86.3K | 0.09% | 2026-03-31 |
| U.S. CORE EQUITY 2 PORTFOLIO DFQTX主動基金 · Dimensional Fund Advisors LP | 加碼 | +18.7K | 48.5K | 0.00% | 2026-04-30 |
| NORTH SQUARE DYNAMIC SMALL CAP FUND ORSAX / ORSIX主動基金 · North Square Investments, LLC | 加碼 | +16.9K | 69.3K | 0.22% | 2026-02-28 |
| AST Small-Cap Equity Portfolio主動基金 · AST Investment Services, Inc. | 加碼 | +16.5K | 59.1K | 0.07% | 2026-03-31 |
| VANGUARD U.S. MULTIFACTOR FUND VFMFX主動基金 · The Vanguard Group, Inc. | 新建倉 | +14.2K | 14.2K | 0.13% | 2026-02-28 |
| Empower Small Cap Value Fund MXLSX / MXTFX主動基金 · Empower Capital Management, LLC | 加碼 | +12.7K | 37.2K | 0.14% | 2026-03-31 |
| Multi-Manager Small Cap Equity Strategies Fund CSCLX / CZMSX主動基金 · Columbia Management Investment Advisers, LLC | 加碼 | +11.2K | 96.3K | 0.17% | 2026-02-28 |
| NVIT Multi-Manager Small Cap Value Fund主動基金 · Nationwide Fund Advisors | 加碼 | +9.2K | 26.7K | 0.31% | 2026-03-31 |
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 |
|---|---|---|---|---|---|
| College Retirement Equities Fund - Total Global Stock Account QCSTFX / QCSTIX主動基金 · TIAA-CREF Investment Management, LLC | 減碼 | −128K | 24.0K | 0.00% | 2026-03-31 |
| U.S. Targeted Value Portfolio DFFVX / DFTPX主動基金 · Dimensional Fund Advisors LP | 出清 | −74.0K | 0 | 0.00% | 2026-04-30 |
| Dimensional U.S. Targeted Value ETF DFAT主動ETF · Dimensional Fund Advisors LP | 減碼 | −66.0K | 29.6K | 0.01% | 2026-04-30 |
| BlackRock Advantage Small Cap Core Fund BDSAX / BDSCX主動基金 · BlackRock Advisors, LLC | 減碼 | −11.7K | 339K | 0.16% | 2026-02-27 |
| Avantis U.S. Small Cap Value ETF AVUV主動ETF · American Century Investment Management, Inc. | 減碼 | −11.7K | 489K | 0.05% | 2026-02-28 |
| AST PGIM Aggressive Multi-Asset Portfolio主動基金 · AST Investment Services, Inc. | 出清 | −7.4K | 0 | 0.00% | 2026-03-31 |
| Dimensional VA U.S. Targeted Value Portfolio主動基金 · Dimensional Fund Advisors LP | 出清 | −4.4K | 0 | 0.00% | 2026-04-30 |
| PGIM Balanced Fund PABCX / PABFX主動基金 · PGIM INVESTMENTS LLC | 出清 | −3.2K | 0 | 0.00% | 2026-03-31 |
| EQ/AB Small Cap Growth Portfolio主動基金 · Equitable Investment Management Group, LLC | 減碼 | −3.2K | 7.0K | 0.01% | 2026-03-31 |
| U.S. Sustainability Targeted Value Portfolio DAABX主動基金 · Dimensional Fund Advisors LP | 出清 | −2.8K | 0 | 0.00% | 2026-04-30 |
| Vericimetry U.S. Small Cap Value Fund VYSVX主動基金 · VERICIMETRY ADVISORS LLC | 減碼 | −2.7K | 2.3K | 0.03% | 2026-03-31 |
| JPMorgan Small Cap Value Fund JSVPX / JSVQX主動基金 · J.P. Morgan Investment Management Inc. | 減碼 | −2.4K | 16.0K | 0.03% | 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 |
|---|---|---|---|---|---|
| Hotchkis and Wiley Small Cap Diversified Value Fund HWVAX / HWVIX主動基金 · Hotchkis & Wiley Capital Management, LLC | 加碼 | +38.5K | 137K | 0.37% | 2026-03-31 |
| NORTH SQUARE DYNAMIC SMALL CAP FUND ORSAX / ORSIX主動基金 · North Square Investments, LLC | 加碼 | +16.9K | 69.3K | 0.22% | 2026-02-28 |
| Multi-Manager Small Cap Equity Strategies Fund CSCLX / CZMSX主動基金 · Columbia Management Investment Advisers, LLC | 加碼 | +11.2K | 96.3K | 0.17% | 2026-02-28 |
| SmallCap Value Fund II PCPTX / PJARX主動基金 · Principal Global Investors, LLC | 加碼 | +29.1K | 82.0K | 0.17% | 2026-04-30 |
| BlackRock Advantage Small Cap Core Fund BDSAX / BDSCX主動基金 · BlackRock Advisors, LLC | 減碼 | −11.7K | 339K | 0.16% | 2026-02-27 |
| Empower Small Cap Value Fund MXLSX / MXTFX主動基金 · Empower Capital Management, LLC | 加碼 | +12.7K | 37.2K | 0.14% | 2026-03-31 |
| VANGUARD U.S. MULTIFACTOR ETF VFMF主動ETF · The Vanguard Group, Inc. | 新建倉 | +36.4K | 36.4K | 0.14% | 2026-02-28 |
| EA Bridgeway Omni Small-Cap Value ETF BSVO主動ETF · Empowered Funds, LLC d/b/a EA Advisers | 加碼 | +18.8K | 86.3K | 0.09% | 2026-03-31 |
| BlackRock Advantage SMID Cap Fund, Inc. MASPX / MCSPX主動基金 · BlackRock Advisors, LLC | 持平 | −76 | 28.1K | 0.08% | 2026-03-31 |
| Omni Small-Cap Value Fund BOSVX主動基金 · Bridgeway Capital Management, LLC | 持平 | 0 | 43.2K | 0.08% | 2026-03-31 |
| SMALL CAP EQUITY FUND GSCYX / GSCZX主動基金 · GuideStone Capital Management, LLC | 加碼 | +5.2K | 27.2K | 0.07% | 2026-03-31 |
| AST Small-Cap Equity Portfolio主動基金 · AST Investment Services, Inc. | 加碼 | +16.5K | 59.1K | 0.07% | 2026-03-31 |
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股數(外國發行人沒有流通股數,只畫股數);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 | 4.1K |
|---|---|
| 與上期比 | +15.4% |
| 佔流通股數 | –(外國發行人不算) |
| 日均成交量 | 14.0K |
| 回補天數 | 1.0 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 | 4.1K | +15.4% | – | 14.0K | 1.0 |
| 2026-08-14 | 3.5K | -38.4% | – | 2.4K | 1.5 |
| 2026-07-31 | 5.7K | -4.4% | – | 3.1K | 1.8 |
| 2026-07-15 | 6.0K | -7.0% | – | 2.8K | 2.2 |
| 2026-06-30 | 6.4K | +56.4% | – | 6.1K | 1.1 |
| 2026-06-15 | 4.1K | -42.1% | – | 2.4K | 1.7 |
| 2026-05-29 | 7.1K | -32.4% | – | 2.7K | 2.6 |
| 2026-05-15 | 10.5K | +65.4% | – | 1.2K | 8.9 |
| 2026-04-30 | 6.4K | -39.0% | – | 1.4K | 4.4 |
| 2026-04-15 | 10.4K | -47.6% | – | 2.8K | 3.8 |
| 2026-03-31 | 19.9K | -5.1% | – | 8.0K | 2.5 |
| 2026-03-13 | 21.0K | -42.1% | – | 2.4K | 8.6 |
| 2026-02-27 | 36.3K | -12.5% | – | 10.1K | 3.6 |
| 2026-02-13 | 41.4K | -5.7% | – | 1.5K | 28.5 |
| 2026-01-30 | 43.9K | +15.9% | – | 4.1K | 10.7 |
| 2026-01-15 | 37.9K | -28.4% | – | 5.1K | 7.5 |
| 2025-12-31 | 53.0K | +11.7% | – | 5.6K | 9.4 |
| 2025-12-15 | 47.4K | +30.3% | – | 6.2K | 7.6 |
| 2025-11-28 | 36.4K | +20.0% | – | 7.0K | 5.2 |
| 2025-11-14 | 30.3K | +67.5% | – | 6.8K | 4.5 |
| 2025-10-31 | 18.1K | -19.6% | – | 6.6K | 2.7 |
| 2025-10-15 | 22.5K | +67.3% | – | 5.5K | 4.1 |
| 2025-09-30 | 13.5K | +360.0% | – | 7.1K | 1.9 |
| 2025-09-15 | 2.9K | -47.3% | – | 7.4K | 1.0 |
| 2025-08-29 | 5.5K | -81.0% | – | 25.7K | 1.0 |
| 2025-08-15 | 29.2K | +253.9% | – | 5.8K | 5.0 |