UPST Upstart Holdings, Inc. - Common stock

NASDAQ · Financial Services · 在 SEC EDGAR 上查看 ↗
$30.35
价格 · 八月 19, 2026
截至...的财报数据 八月 5, 2026

关于 Upstart Holdings, Inc. - Common stock 公司概况(来自维基百科)

Upstart is a lending platform based in San Mateo, California. It was first launched in April 2012 with an Income Share Agreement (ISA) product, which enabled individuals to raise money by contracting to share a percent of their future income. In May 2014, Upstart pivoted away from this product and toward the personal loan marketplace. With this pivot, Upstart began offering a traditional 3-year loan, and has since expanded to offer a 5-year loan product as well.

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Upstart is a lending platform based in San Mateo, California. It was first launched in April 2012 with an Income Share Agreement (ISA) product, which enabled individuals to raise money by contracting to share a percent of their future income. In May 2014, Upstart pivoted away from this product and toward the personal loan marketplace. With this pivot, Upstart began offering a traditional 3-year loan, and has since expanded to offer a 5-year loan product as well.

Upstart developed an income and default prediction model to determine creditworthiness of a potential borrower. This means that in addition to traditional underwriting criteria—FICO score, credit report, and income—the Upstart underwriting considers education variables—colleges attended, area of study, GPA, and standardized test scores—and work history to develop a statistical model of the borrower's financial capacity and personal propensity to repay.

Upstart raised a $1.75M seed round from First Round Capital, Kleiner Perkins Caufield & Byers, New Enterprise Associates, Google Ventures, Crunchfund and Mark Cuban. They subsequently raised a series A round of $5.9M which included new investors Eric Schmidt (Google Executive Chairman), Marc Benioff, Khosla Ventures, Correlation Ventures, Founders Fund, and Collaborative Fund. Upstart raised a Series C round of $35M from Third Point Capital in June 2015, and $32.5M from Rakuten in 2017. Upstart raised a Series D round of $50M from The Progressive Corporation in 2019.

In late 2020, Upstart went public via an initial public offering.

来源:维基百科 (英语), CC BY-SA 4.0 · 在维基百科上查看 ↗

Wikidata ↗

UPST 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围

价格
$30.35
市值
$2.90B
P/E (TTM)
65.8
每股收益 (TTM)
$0.45
营收 (TTM)
$1.04B
股息收益率
ROE
7.0%
负债/权益
52周区间
$24 – $77

UPST 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图

10年表现 收入、净利润、利润率和每股收益趋势

营收与净利润 $1.04B
7-point trend, +535.8%
2019-12-31 2025-12-31
EPS $0.45
7-point trend, +1600.0%
2019-12-31 2025-12-31
自由现金流 $-148M
5-point trend, -192.6%
2021-12-31 2025-12-31
利润率 5.1%

估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜?

指标
5年趋势
UPST
同行中位数
P/E (TTM)
5-point trend, -8.2%
65.8
12.8
P/S (TTM) (市销率 (TTM))
5-point trend, -72.5%
2.8
2.5
P/B (市净率)
5-point trend, -65.8%
3.6
2.7
Price / FCF (股价/自由现金流)
5-point trend, -136.6%
-19.6

盈利能力 毛利率、营业利润率和净利率;股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)

指标
5年趋势
UPST
同行中位数
Operating Margin (营业利润率)
5-point trend, -75.4%
4.1%
Net Profit Margin (净利润率)
5-point trend, -67.9%
5.1%
17.7%
ROA
5-point trend, -83.0%
2.0%
4.5%
ROE
5-point trend, -60.3%
7.0%
24.9%

财务健康 债务、流动性、偿付能力 — 资产负债表强度

指标
5年趋势
UPST
同行中位数

成长 营收、每股收益 (EPS) 和净利润增长:同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)

指标
5年趋势
UPST
同行中位数
Revenue YoY (营收同比增长)
5-point trend, +23.0%
64.0%
Revenue CAGR 3Y (营收3年复合年增长率)
5-point trend, +23.0%
7.4%
Revenue CAGR 5Y (营收5年复合年增长率)
5-point trend, +23.0%
34.9%

每股指标 每股收益 (EPS)、每股净资产、每股现金流、每股股息

指标
5年趋势
UPST
同行中位数
EPS (Diluted) (EPS (稀释))
5-point trend, -68.5%
$0.45

资本效率 资产周转率、库存周转率、应收账款周转率

指标
5年趋势
UPST
同行中位数

UPST 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间

买入 21 位分析师
  • 强烈买入 4 19.0%
  • 买入 9 42.9%
  • 持有 7 33.3%
  • 卖出 1 4.8%
  • 强烈卖出 0 0.0%

12个月价格目标

15 位分析师 · 2026-08-13
中位数目标 $40.00 +31.8%
平均目标 $40.60 +33.8%

收益历史 每股收益实际值 vs 预估值,惊喜%,达标率,下次财报日期

平均惊喜
0.03%
期间 EPS Actual EPS 预期 惊喜
2026年6月30日 $0.57 $0.54 0.03%
2026年3月31日 $0.30 $0.43 -0.13%
2025年12月31日 $0.46 $0.47 -0.01%
2025年9月30日 $0.52 $0.43 0.09%
2025年6月30日 $0.36 $0.26 0.10%
2025年3月31日 $0.30 $0.18 0.12%

同行比较(GICS 子行业) 关键指标与行业同行对比

股票代码 市值 P/E 营收同比增长 净利润率 ROE 毛利率
UPST $4.29B 97.2 64.0% 5.1% 7.0%
CACC $4.74B 12.2 7.2% 18.3% 27.5%
SLM $5.39B 7.8 7.3% 37.5% 30.9%
NNI 11.3 21.1% 120.9% 12.2%
DAVE
BFH $3.26B 6.8 12.8% 16.0%
HAPN
ECPG $1.18B 5.0 34.4% 14.5% 27.4%
EZPW $1.16B 13.4 9.7% 8.6% 11.7% 58.6%
PRG $2.42B 8.2 0.42% 6.1% 20.8%
ATLC

完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表

损益表 15
UPST 的年度损益表数据
指标 趋势 2025202420232022202120202019
Revenue 7-point trend, +535.8% $1.04B $637M $514M $842M $849M $233M $164M
R&D Expense 7-point trend, +1271.9% $258M $254M $280M $237M $134M $39M $19M
SG&A Expense 7-point trend, +696.3% $254M $231M $212M $185M $123M $46M $32M
Operating Expenses 7-point trend, +493.3% $1.00B $809M $770M $956M $708M $222M $169M
Operating Income 7-point trend, +1031.8% $43M $-173M $-257M $-114M $141M $12M $-5M
Interest Expense 5-point trend, +31.8% · · $35M $11M $3M $8M $26M
Interest Income 7-point trend, +222.6% $204M $186M $169M $106M $21M $26M $63M
Other Non-op 7-point trend, +2247.9% $24M $19M $21M $9M $-5M $6M $1M
Income Tax 7-point trend, +883.8% $728.0K $185.0K $107.0K $-409.0K $-2M $371.0K $74.0K
Net Income 7-point trend, +11602.4% $54M $-129M $-240M $-109M $135M $6M $-466.0K
EPS (Basic) 7-point trend, +1966.7% $0.56 $-1.44 $-2.87 $-1.31 $1.73 $0.00 $-0.03
EPS (Diluted) 7-point trend, +1600.0% $0.45 $-1.44 $-2.87 $-1.31 $1.43 $0.00 $-0.03
Shares (Basic) 7-point trend, +569.9% 96,030,558 89,450,038 83,765,896 82,771,268 78,106,359 17,513,670 14,335,611
Shares (Diluted) 7-point trend, +649.8% 107,492,735 89,450,038 83,765,896 82,771,268 94,772,641 17,513,670 14,335,611
EBITDA 5-point trend, -54.5% $67M $-152M $-232M $-100M $148M · ·
资产负债表 14
UPST 的年度资产负债表数据
指标 趋势 2025202420232022202120202019
Cash & Equivalents 6-point trend, +160.1% $652M $788M $368M $422M $987M $251M ·
PP&E (Net) 6-point trend, +340.3% $44M $39M $43M $44M $24M $10M ·
PP&E (Gross) 6-point trend, +793.3% $123M $94M $80M $61M $32M $14M ·
Accum. Depreciation 6-point trend, +2024.1% $78M $55M $37M $17M $8M $4M ·
Goodwill 6-point trend, +67062000.00 $67M $67M $67M $67M $67M $0 ·
Intangibles 6-point trend, +8289000.00 $8M $9M $11M $16M $20M $0 ·
Total Assets 6-point trend, +523.3% $2.97B $2.37B $2.02B $1.94B $1.82B $477M ·
Total Liabilities 6-point trend, +1129.4% $2.18B $1.73B $1.38B $1.26B $1.01B $177M ·
Common Stock 6-point trend, +42.9% $10.0K $9.0K $9.0K $8.0K $8.0K $7.0K ·
Paid-in Capital 6-point trend, +213.0% $1.16B $1.04B $918M $715M $741M $369M ·
Retained Earnings 6-point trend, -416.5% $-358M $-411M $-283M $-42M $66M $-69M ·
Stockholders' Equity 7-point trend, +1394.9% $799M $633M $635M $672M $807M $300M $-62M
Liabilities + Equity 6-point trend, +523.3% $2.97B $2.37B $2.02B $1.94B $1.82B $477M ·
Shares Outstanding 7-point trend, +573.2% 98,033,361 93,469,721 86,330,303 81,259,676 83,659,665 73,314,026 14,561,398
现金流 14
UPST 的年度现金流数据
指标 趋势 2025202420232022202120202019
D&A 7-point trend, +3108.7% $25M $21M $25M $14M $8M $2M $774.0K
Stock-based Comp 7-point trend, +3366.9% $132M $133M $175M $126M $73M $12M $4M
Deferred Tax 7-point trend, +0.00 $0 $0 $0 $-583.0K $-2M $0 $0
Other Non-cash 5-point trend, -680.6% $-358M $161M $-120M $-705M $-46M · ·
Operating Cash Flow 7-point trend, -567.8% $-148M $186M $-112M $-658M $168M $16M $32M
CapEx 7-point trend, -91.3% $347.0K $837.0K $2M $9M $8M $1M $4M
Investing Cash Flow 7-point trend, -490.0% $-177M $-238M $-118M $-114M $-144M $137M $45M
Stock Issued 5-point trend, +0.00 · · $0 $0 $264M $0 $0
Stock Repurchased 4-point trend, +0.00 · $0 $0 $178M $0 · ·
Net Stock Activity 4-point trend, -100.0% · $0 $0 $-178M $264M · ·
Financing Cash Flow 7-point trend, +440.3% $406M $560M $165M $113M $855M $79M $-119M
Net Change in Cash 7-point trend, +291.5% $81M $508M $-65M $-659M $880M $231M $-42M
Taxes Paid 5-point trend, -74.3% $590.0K $258.0K $-658.0K $328.0K $2M · ·
Free Cash Flow 5-point trend, -192.6% $-148M $185M $-162M $-684M $160M · ·
盈利能力 5
UPST 的年度盈利能力数据
指标 趋势 2025202420232022202120202019
Operating Margin 5-point trend, -75.4% 4.1% -27.2% -50.0% -13.5% 16.6% · ·
Net Margin 5-point trend, -67.9% 5.1% -20.2% -46.8% -12.9% 16.0% · ·
EBITDA Margin 5-point trend, -63.1% 6.5% -23.9% -45.1% -11.9% 17.5% · ·
ROA 5-point trend, -83.0% 2.0% -5.9% -12.2% -5.8% 11.8% · ·
ROE 5-point trend, -60.3% 7.0% -20.9% -37.6% -15.6% 17.8% · ·
流动性与偿付能力 1
UPST 的年度流动性与偿付能力数据
指标 趋势 2025202420232022202120202019
Interest Coverage 3-point trend, -117.1% · · -7.4 -10.5 43.0 · ·
效率 1
UPST 的年度效率数据
指标 趋势 2025202420232022202120202019
Asset Turnover 5-point trend, -47.1% 0.4 0.3 0.3 0.4 0.7 · ·
每股 5
UPST 的年度每股数据
指标 趋势 2025202420232022202120202019
Book Value / Share 5-point trend, -15.5% $8.15 $6.77 $7.36 $8.28 $9.65 · ·
Revenue / Share 5-point trend, +8.5% $9.71 $7.12 $6.13 $10.18 $8.95 · ·
Cash Flow / Share 5-point trend, -177.4% $-1.37 $2.08 $-1.92 $-8.15 $1.78 · ·
Cash / Share 5-point trend, -43.6% $6.65 $8.44 $4.27 $5.20 $11.79 · ·
EPS (TTM) 6-point trend, +0.45 $0.45 $-1.44 $-2.87 $-1.31 $1.43 $0.00 ·
增长率 5
UPST 的年度增长率数据
指标 趋势 2025202420232022202120202019
Revenue YoY 5-point trend, -75.7% 64.0% 23.9% -39.0% -0.72% 263.6% · ·
Revenue CAGR 3Y 3-point trend, -75.3% 7.4% -9.1% 30.1% · · · ·
Revenue CAGR 5Y 34.9% · · · · · ·
Net Income YoY · · · · 2163.8% · ·
Net Income CAGR 5Y 55.0% · · · · · ·
估值 (TTM) 10
UPST 的年度估值 (TTM)数据
指标 趋势 2025202420232022202120202019
Revenue TTM 6-point trend, +347.2% $1.04B $637M $514M $842M $849M $233M ·
Net Income TTM 6-point trend, +795.9% $54M $-129M $-240M $-109M $135M $6M ·
Market Cap 5-point trend, -66.1% $4.29B $5.75B $3.53B $1.07B $12.66B · ·
P/E 5-point trend, -8.2% 97.2 -42.8 -14.2 -10.1 105.8 · ·
P/S 5-point trend, -72.5% 4.1 9.0 6.9 1.3 14.9 · ·
P/B 5-point trend, -65.8% 5.4 9.1 5.6 1.6 15.7 · ·
P / Tangible Book 5-point trend, -66.3% 5.9 10.3 6.3 1.8 17.6 · ·
P / Cash Flow 5-point trend, -138.6% -29.0 30.9 -22.0 -1.6 75.2 · ·
P / FCF 5-point trend, -136.6% -29.0 31.0 -21.8 -1.6 79.1 · ·
Earnings Yield 6-point trend, +0.01 1.0% -2.3% -7.0% -9.9% 0.95% 0.00% ·

财务报表 损益表、资产负债表、现金流量表 — 年度,近5年

损益表
2025-12-312024-12-312023-12-312022-12-312021-12-31
收入 $1.04B$637M$514M$842M$849M
营业利润率 % 4.1%-27.2%-50.0%-13.5%16.6%
净收入 $54M$-129M$-240M$-109M$135M
稀释后每股收益 (EPS) $0.45$-1.44$-2.87$-1.31$1.43
现金流
2025-12-312024-12-312023-12-312022-12-312021-12-31
自由现金流 $-148M$185M$-162M$-684M$160M

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机构持有人 (13F) 449 家申报者 · $2.0B 总计 · 截至 2026年6月30日

在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸;单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存,而非方向性判断。

机构活动 — Q2 2026 与上一季度对比
新仓位 已退出持仓 增加 减少 净股数变动
81 (+26 与上一季度对比) 38 (-55 与上一季度对比) 124 (-26 与上一季度对比) 120 (+15 与上一季度对比) +7.1M

与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天,外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过,优先显示最近一个已完整报告的季度对。

机构 价值 股份 % 已追踪的13F 类型
VANGUARD PORTFOLIO MANAGEMENT LLC $132499626 3739758 6.63% 股份
VANGUARD CAPITAL MANAGEMENT LLC $131039733 3698553 6.55% 股份
SUSQUEHANNA INTERNATIONAL GROUP, LLP $108401628 3059600 5.42% 买入期权
SUSQUEHANNA INTERNATIONAL GROUP, LLP $91745985 2589500 4.59% 卖出期权
STATE STREET CORP $75057286 2118467 3.75% 股份
GEODE CAPITAL MANAGEMENT, LLC $67789016 1912926 3.39% 股份
Clear Street Group Inc. $64803702 1829063 3.24% 股份
MORGAN STANLEY $62775724 1771824 3.14% 股份
Halter Ferguson Financial Inc. $61935857 1748119 3.10% 股份
JANE STREET GROUP, LLC $60975030 1721000 3.05% 卖出期权
GOLDMAN SACHS GROUP INC $60860616 1717771 3.04% 股份
CITADEL ADVISORS LLC $56985612 1608400 2.85% 买入期权
JANE STREET GROUP, LLC $50643642 1429400 2.53% 买入期权
WOLVERINE TRADING, LLC $48088332 911800 2.40% 买入期权
BARCLAYS PLC $39716285 1120979 1.99% 股份
DIMENSIONAL FUND ADVISORS LP $37085963 1046739 1.85% 股份
CITADEL ADVISORS LLC $33856377 955585 1.69% 股份
CITADEL ADVISORS LLC $31589388 891600 1.58% 卖出期权
Point72 Asset Management, L.P. $31361183 885159 1.57% 股份
COATUE MANAGEMENT LLC $30857652 870947 1.54% 股份
BANK OF AMERICA CORP /DE/ $28394240 801418 1.42% 股份
CAPITAL FUND MANAGEMENT S.A. $28379217 800994 1.42% 股份
D. E. Shaw & Co., Inc. $28103076 793200 1.41% 买入期权
MILLENNIUM MANAGEMENT LLC $27098529 764847 1.36% 股份
FMR LLC $24902436 702863 1.25% 股份
WOLVERINE TRADING, LLC $23226696 440400 1.16% 卖出期权
VANGUARD FIDUCIARY TRUST CO $21373396 603257 1.07% 股份
Balyasny Asset Management L.P. $19725971 556759 0.99% 股份
HSBC HOLDINGS PLC $18300044 508900 0.92% 买入期权
PEAK6 LLC $16683987 470900 0.83% 卖出期权
Walleye Capital LLC $15912711 449131 0.80% 股份
FIRST TRUST ADVISORS LP $13429954 379056 0.67% 股份
D. E. Shaw & Co., Inc. $12832746 362200 0.64% 卖出期权
MARSHALL WACE, LLP $12005527 338852 0.60% 股份
Pathstone Holdings, LLC $11878899 335278 0.59% 股份
Squarepoint Ops LLC $11695939 330114 0.58% 股份
BAILLIE GIFFORD & CO $9984245 281802 0.50% 股份
Hidden Lake Asset Management LP $9977584 281614 0.50% 股份
BlackRock, Inc. $9281597 261970 0.46% 股份
Caption Management, LLC $8857500 250000 0.44% 买入期权
Alberta Investment Management Corp $8460684 238800 0.42% 股份
BNP PARIBAS FINANCIAL MARKETS $8382171 236584 0.42% 股份
Point72 Asset Management, L.P. $8219760 232000 0.41% 买入期权
Cubist Systematic Strategies, LLC $7371080 145100 0.37% 买入期权
HSBC HOLDINGS PLC $7191209 199978 0.36% 股份
Walleye Trading LLC $7039941 198700 0.35% 卖出期权
IMC-Chicago, LLC $6874873 194041 0.34% 股份
BARCLAYS PLC $6377400 180000 0.32% 卖出期权
Swiss National Bank $5902638 166600 0.30% 股份
Gator Capital Management, LLC $5721591 161490 0.29% 股份
Quantinno Capital Management LP $5293796 149415 0.26% 股份
Squarepoint Ops LLC $5261355 148500 0.26% 卖出期权
Walleye Trading LLC $5162151 145700 0.26% 买入期权
CREDIT AGRICOLE S A $5033717 142075 0.25% 股份
LPL Financial LLC $5018249 141638 0.25% 股份
AXA Investment Managers S.A. $4686097 92246 0.23% 股份
PEAK6 LLC $4382691 123700 0.22% 买入期权
BANK OF NOVA SCOTIA $4247846 119894 0.21% 股份
Clear Street Group Inc. $4233885 119500 0.21% 卖出期权
TUDOR INVESTMENT CORP ET AL $4170111 117700 0.21% 买入期权
Cubist Systematic Strategies, LLC $4155440 81800 0.21% 卖出期权
Schonfeld Strategic Advisors LLC $4073563 114975 0.20% 股份
Headlands Technologies LLC $4014219 113300 0.20% 股份
Nebula Research & Development LLC $3925365 60689 0.20% 股份
RHUMBLINE ADVISERS $3915354 110510 0.20% 股份
MML INVESTORS SERVICES, LLC $3789770 106965 0.19% 股份
Squarepoint Ops LLC $3741408 105600 0.19% 买入期权
CAPITAL FUND MANAGEMENT S.A. $3663462 103400 0.18% 买入期权
BLUE JEAN FINANCIAL LLC $3651026 103049 0.18% 股份
Walleye Trading LLC $3611238 101926 0.18% 股份
NOMURA HOLDINGS INC $3543000 100000 0.18% 买入期权
NORGES BANK $3328967 93959 0.17% 股份
Banco Santander, S.A. $3269480 92280 0.16% 股份
Liontrust Investment Partners LLP $3127745 71524 0.16% 股份
VANGUARD ASSET MANAGEMENT, Ltd $3081949 86987 0.15% 股份
Bank of New York Mellon Corp $3049992 86085 0.15% 股份
Bank Julius Baer & Co. Ltd, Zurich $3028531 85480 0.15% 股份
MILLENNIUM MANAGEMENT LLC $2922975 82500 0.15% 卖出期权
Edgestream Partners, L.P. $2910433 82146 0.15% 股份
Odyssean, LLC $2848324 80393 0.14% 股份
Trexquant Investment LP $2825153 79739 0.14% 股份
Private Advisor Group, LLC $2736488 77236 0.14% 股份
Brevan Howard Capital Management LP $2724850 76908 0.14% 股份
Quadrature Capital Ltd $2704797 76342 0.14% 股份
ExodusPoint Capital Management, LP $2677764 75579 0.13% 股份
Jefferies Financial Group Inc. $2657250 75000 0.13% 买入期权
Universal- Beteiligungs- und Servicegesellschaft mbH $2631032 74260 0.13% 股份
Jefferies Financial Group Inc. $2593689 73206 0.13% 股份
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $2582775 100693 0.13% 股份
PEAK6 LLC $2581820 72871 0.13% 股份
ALLIANCEBERNSTEIN L.P. $2565180 100007 0.13% 股份
Tyler-Stone Wealth Management $2563526 39634 0.13% 股份
Centiva Capital, LP $2494272 70400 0.12% 卖出期权
Divisadero Street Capital Management, LP $2390143 67461 0.12% 股份
CenterBook Partners LP $2385077 67318 0.12% 股份
Point72 Asset Management, L.P. $2352552 66400 0.12% 卖出期权
Aquatic Capital Management LLC $2286829 64545 0.11% 股份
Manchester Capital Management LLC $2234641 63072 0.11% 股份
SANDLER CAPITAL MANAGEMENT $2193117 61900 0.11% 卖出期权
Man Group plc $2169698 61239 0.11% 股份

公司内部人士 14 位内幕人士 · 6 位高管 · 9 位董事

内部人士 角色 上次活动 持股数量 买入 12个月 卖出 12个月 净额 12个月
Dave Girouard Chief Executive Officer 2021年10月1日 S 987502 0 0 $0
Sanjay Datta President, Capital& Enterprise 2026年6月9日 S 313556 0 1 $-456116
Alison Nicoll General Counsel 2021年10月20日 M 14230 0 0 $0
Paul Gu SVP, Product and Data Science 2021年10月15日 M 277412 0 0 $0
Natalia Mirgorodskaya Corporate Controller 2021年8月31日 S 23007 0 0 $0
Anna M. Counselman SVP, People and Operations 2021年8月19日 M 12230 0 0 $0
Peter J Bernard 董事 2026年5月29日 A 11392 0 0 $0
Ciaran O'Kelly 董事 2026年5月29日 A 39484 0 0 $0
Mary Hentges 董事 2026年5月29日 A 37149 0 0 $0
Kerry Whorton Cooper 董事 2026年5月29日 A 6476 0 0 $0
Hilliard C. Terry III 董事 2026年5月29日 A 37432 0 0 $0
Timothy H Wennes 董事 2026年5月29日 A 6476 0 0 $0
Cassidy Sukhinder Singh 董事 2021年5月27日 A 1491 0 0 $0
Jeff Huber 2021年6月23日 A 1234 0 0 $0

来自SEC表格3/4/5申报的内部人士;净额=仅公开市场买卖

ETF持仓 由 46 只交易所交易基金持有

权重仅反映直接股权持仓(N-PORT);杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。

基金 权重 单位 截至 来源
FINX · Global X Funds 0.59% 33960 NS 2026年5月31日 N-PORT
VTWG · VANGUARD SCOTTSDALE FUNDS 0.18% 91282 SH 2026年8月8日 每日
TMFX · RBB Fund, Inc. 0.16% 1525 NS 2026年5月31日 N-PORT
IWO · iShares Trust 0.16% 777982 SH 2026年8月8日 每日
BBSC · J.P. Morgan Exchange-Traded Fund ... 0.14% 32077 NS 2026年4月30日 N-PORT
FYC · First Trust Exchange-Traded Alpha... 0.13% 44668 NS 2026年4月30日 N-PORT
BKSE · BNY Mellon ETF Trust 0.12% 3094 NS 2026年4月30日 N-PORT
VTWO · VANGUARD SCOTTSDALE FUNDS 0.09% 492357 SH 2026年8月8日 每日
RSSL · Global X Funds 0.08% 37413 NS 2026年4月30日 N-PORT
VBK · VANGUARD INDEX FUNDS 0.08% 1070193 SH 2026年8月8日 每日
IWM · iShares Trust 0.08% 2161182 SH 2026年8月8日 每日
ISCG · iShares Trust 0.08% 26638 SH 2026年8月8日 每日
ITWO · ProShares Trust 0.07% 4056 NS 2026年5月31日 N-PORT
PRFZ · Invesco Exchange-Traded Fund Trust 0.07% 62944 SH 2026年8月8日 每日
DFAS · Dimensional ETF Trust 0.07% 301103 NS 2026年4月30日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.06% 416495 NS 2026年5月31日 N-PORT
ESML · iShares Trust 0.05% 49451 SH 2026年8月8日 每日
OMFS · Invesco Exchange-Traded Self-Inde... 0.05% 4235 SH 2026年8月8日 每日
UWM · ProShares Trust 0.04% 3172 NS 2026年5月31日 N-PORT
ISCB · iShares Trust 0.04% 3904 SH 2026年8月8日 每日
FNCL · FIDELITY COVINGTON TRUST 0.03% 23558 NS 2026年4月30日 N-PORT
URTY · ProShares Trust 0.03% 3210 NS 2026年5月31日 N-PORT
VXF · VANGUARD INDEX FUNDS 0.03% 967149 SH 2026年8月8日 每日
VB · VANGUARD INDEX FUNDS 0.03% 1859762 SH 2026年8月8日 每日
VFH · VANGUARD WORLD FUND 0.03% 135095 SH 2026年8月8日 每日
FAD · First Trust Exchange-Traded Alpha... 0.03% 4164 NS 2026年4月30日 N-PORT
WSML · iShares Trust 0.02% 5054 SH 2026年8月8日 每日
TECB · iShares Trust 0.02% 2672 SH 2026年8月8日 每日
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.01% 3306 NS 2026年5月31日 N-PORT
HDG · ProShares Trust 0.01% 81 NS 2026年5月31日 N-PORT
ESGV · VANGUARD WORLD FUND 0.01% 18892 SH 2026年8月8日 每日
ONEQ · Fidelity Commonwealth Trust 0.01% 22940 NS 2026年5月31日 N-PORT
TILT · FlexShares Trust 0.01% 3893 NS 2026年4月30日 N-PORT
SCHB · SCHWAB STRATEGIC TRUST 0.00% 53173 NS 2026年5月31日 N-PORT
SCHK · SCHWAB STRATEGIC TRUST 0.00% 6771 NS 2026年5月31日 N-PORT
ITOT · iShares Trust 0.00% 122095 SH 2026年8月8日 每日
IWV · iShares Trust 0.00% 23077 SH 2026年8月8日 每日
DCOR · Dimensional ETF Trust 0.00% 1194 NS 2026年4月30日 N-PORT
DFAC · Dimensional ETF Trust 0.00% 16131 NS 2026年4月30日 N-PORT
AVUQ · AMERICAN CENTURY ETF TRUST 0.00% 36 NS 2026年5月31日 N-PORT
DFAU · Dimensional ETF Trust 0.00% 297 NS 2026年4月30日 N-PORT
DFUS · Dimensional ETF Trust 0.00% 747 NS 2026年4月30日 N-PORT
VTI · VANGUARD INDEX FUNDS 0.00% 2576682 SH 2026年8月8日 每日
VT · VANGUARD INTERNATIONAL EQUITY IND... 0.00% 70548 SH 2026年8月8日 每日
VTHR · VANGUARD SCOTTSDALE FUNDS 0.00% 7204 SH 2026年8月8日 每日
EBI · RBB Fund Trust 0.00% 3 NS 2026年5月31日 N-PORT