Stocks股票 / Financials / IBKR
Interactive Brokers · Financials
IBKR US listed · USD美股 · 美元
Interactive Brokers, Inc. is an American multinational brokerage firm headquartered in Greenwich, Connecticut.盈透证券股份有限公司是一家总部位于康涅狄格州格林尼治的美国跨国经纪公司。
Financial金融股
Financials
S&P 500标普500
$91.68
+$1.15 · +1.27%
52w low52周低 $58.94high高 $99.25
Hold off — timing against you暂缓 — 时机不利
Momentum rolled over and the 10-day average is lost — reduce or tighten stops.动量已掉头向下且失守 10 日均线——减仓或收紧止损。
Engine read引擎解读 · 2026-07-21
Price chart价格图表
daily · interactive日线 · 可交互
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Candles, volume and moving averages — pan and zoom inside the chart.蜡烛图、成交量与均线 — 图内可缩放拖动。
MMastermind Terminal — live & interactiveMastermind 终端 — 实时互动 ↗
Technicals技术面
daily bars日线数据 · 2026-07-21
Momentum (RSI 14)动量（RSI 14）
50
Neutral zone中性区域
vs 50-day average相对50日均线
+2.8% above上方
Uptrend intact趋势完好
vs 200-day average相对200日均线
+22.3% above上方
Long trend up长期向上
Volatility波动率
83th percentile第83百分位
These readings feed the stance at the top — one source per number, refreshed nightly.以上读数构成页首的引擎立场 — 每个数字只有一个来源，每晚更新。
Earnings财务业绩
next report下次财报 2026-07-16Estimates being raised — 2 analysts预期上调 — 2 位分析师
Financials财务数据
fiscal years财年Revenue营业收入
5-yr growth5年复合增速 13.6%
Earnings per share每股收益
5-yr growth5年复合增速 -1.7%
FCF margin自由现金流利润率
648.0%
Balance-sheet quality财务体质 3/5
Watch关注
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚
Sector / Theme行业/主题
Financials (Equal-Weight) theme — #10 of 46 themes「金融（等权）」主题 — 46 个主题中第 10 位
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Short interest changed -19.6%空头仓位变动 -19.6%
Technical技术面
BOTTOMING → NEARING A LOW筑底中 → 接近低点
Options positioning期权持仓
as of last close截至上一收盘Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡
Expected daily move预期日波动
±3.03%
Expected weekly move预期周波动
±6.79%
25d risk reversal25d风险逆转
-2.3%
Skew: balanced偏斜：balanced
Call and put walls are plotted on the Trade levels ladder →看涨/看跌期权墙已标注在「交易点位」阶梯上 →
Ownership & smart money持仓与聪明钱
13FInsider activity:内部人动向： -$35.9M net (1 buyers, 3 sellers)-$35.9M 净值（1 买家，3 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | As of截至 |
|---|---|---|---|---|
| Viking Global (Halvorsen) | B | New position新建仓 | 0.3% | 2026-03-31 |
| Egerton Capital | C | Holding持有 | 4.7% | 2026-03-31 |
| Soros Fund Management | B | trimtrim | 0.6% | 2026-03-31 |
Signal history信号历史
engine events引擎事件
NEARING A LOW → TOPPING接近低点 → 做顶中
SELL SETUP. Daily momentum just crossed down and price lost its 10-day average mid-cycle卖出预备。日线动量刚刚向下交叉，且价格在周期中段失守 10 日均线
Jul 16, 2026
BOTTOMING → NEARING A LOW筑底中 → 接近低点
GET READY准备
Jul 16, 2026
IBKR daily MACD crossed downIBKR 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $92.21.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$92.21。
Jul 15, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 15, 2026
IBKR made a new 52-week highIBKR 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $97.41.价格创出52周新高 — 全市场关注的动量/趋势极值。$97.41。
Jul 15, 2026
IBKR daily MACD crossed upIBKR 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $97.41.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$97.41。
Jul 14, 2026
IBKR took relative-strength leadershipIBKR 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $95.61.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$95.61。
Jul 8, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 6, 2026
IBKR took relative-strength leadershipIBKR 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $95.99.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$95.99。
Jul 2, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 2, 2026
IBKR StochRSI turned up from oversoldIBKR StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $91.33.StochRSI重回20上方 — 下行动量趋缓的最早预警。$91.33。
Jul 1, 2026
TOPPING → UPTREND做顶中 → 上涨趋势
HOLD持有
Jul 1, 2026
IBKR took relative-strength leadershipIBKR 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $93.25.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$93.25。
Showing the last 15 of显示最近15条，共 115 signals条信号
Company profile公司档案
Interactive Brokers, Inc. is an American multinational brokerage firm headquartered in Greenwich, Connecticut.盈透证券股份有限公司是一家总部位于康涅狄格州格林尼治的美国跨国经纪公司。
Style DNA — how it trades vs the market风格基因 — 相对市场的交易特征
Investment资本投入
Below market低于市场
Low volatility低波动
Below market低于市场
Low market beta低市场敏感度
Below market低于市场
Short interest空头兴趣
Below market低于市场
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Statistics — full detail统计数据 — 完整明细
Relative strength相对强度
vs market, 1 month相对大盘（1个月）
87/100 — stronger than most强于多数
vs market, 3 months相对大盘（3个月）
70/100 — stronger than most强于多数
vs market, 6 months相对大盘（6个月）
77/100 — stronger than most强于多数
vs market, 12 months相对大盘（12个月）
81/100 — stronger than most强于多数
Rank in sector行业内排名
#34 / 252
0–100 percentile of total return vs all covered stocks.总回报在全部覆盖股票中的百分位（0–100）。
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | -2.0% | -0.9% |
| 1 Month近1月 | -4.5% | -0.6% |
| 3 Months近3月 | +15.3% | +5.4% |
| 6 Months近6月 | +21.2% | +8.6% |
| Year to date年初至今 | +36.7% | +8.9% |
| 1 Year近1年 | +43.8% | +19.2% |
Trading information交易信息
Beta vs market贝塔
1.89
Volatility rank波动率分位
83th pctile
Off 52-week high距52周高点
-5.9%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Financials — full detail财务数据 — 完整明细
Multi-year record多年财务记录
| 20202020 | 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | $1.3B | $1.6B | $1.5B | $1.6B | $2.0B | $2.4B |
| EPS每股收益 | $2.42 | $3.24 | $3.75 | $5.67 | $6.93 | $2.22 |
| Free cash flow自由现金流 | — | — | — | — | — | — |
| Gross margin毛利率 | — | — | — | — | — | — |
| Net margin净利率 | 91.6% | 104.3% | 122.3% | 180.6% | 172.3% | 178.6% |
| FCF margin自由现金流利润率 | — | — | — | — | — | — |
Latest fiscal year最近财年
Revenue (FY)营业收入（财年）
$2.4B
Operating cash flow经营现金流
$15.8B
Total assets总资产
$203.2B
Shareholder equity股东权益
$5.4B
Dividends paid股息支出
$134M
Returns & growth回报与增长
Asset growth资产增速
+35.4%
Accounting quality checks会计质量检查
- Earnings quality: accruals near the peer median盈利质量：应计利润接近同业中位
- Capital discipline: assets +35.4% (aggressive expansion)资本纪律：资产 +35.4%（扩张激进）
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Technicals — full detail技术面 — 完整明细
Indicator readings指标读数
RSI (14-day)RSI（14日）
50
RSI (2-day)RSI（2日）
41
vs 20-day average相对20日均线
-1.4%
vs 50-day average相对50日均线
+2.8%
vs 200-day average相对200日均线
+22.3%
Golden cross (50>200)金叉（50>200）
in effect生效中
MACDMACD
below signal位于信号线下方
Timeframe alignment多周期共振
Daily日线
momentum down — fresh downturn动能向下——刚刚转弱
3-day3日线
momentum down — fresh downturn动能向下——刚刚转弱
Weekly周线
momentum up动能向上
When daily through monthly point the same way, moves carry further.当日线到月线方向一致时，行情往往更有延续性。
Volatility regime波动状态
Range state波幅状态
expanding — range opening up扩张中 — 波幅放大
Range width percentile波幅宽度分位
37/100
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Earnings — full detail财务业绩 — 完整明细
Estimate revisions预期修正
Analysts covering覆盖分析师
2
Estimate direction预期调整方向
mostly raising多数上调
Estimate change, 90 days预期变化（90天）
+6.8%
Net upgrades, 30 days净上调（30天）
+2
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Options — full detail期权持仓 — 完整明细
Dealer positioning map做市商持仓地图
Call wall看涨期权墙
$95
Put wall看跌期权墙
$85
Upside magnet上方磁吸位
$100
Downside magnet下方磁吸位
$90
Net dealer gamma做市商净伽玛
+$0.0B
Walls and magnets are strikes with heavy open interest — price often slows or gravitates there.期权墙与磁吸位是未平仓集中的行权价 — 价格常在附近减速或被吸引。
Volatility pricing波动率定价
Implied volatility (30d)隐含波动率（30天）
0%
25-delta risk reversal25-delta风险逆转
-2.3%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Ownership — full detail持仓 — 完整明细
Tracked funds holding it跟踪基金持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | Position市值 |
|---|---|---|---|---|
| Viking Global (Halvorsen) | B | New position新建仓 | 0.3% | $94M |
| Egerton Capital | C | Holding持有 | 4.7% | $421M |
| Soros Fund Management | B | Trimming减持 | 0.6% | $43M |
Fund positioning基金持仓概览
Tracked funds in the name持有该股的跟踪基金
3
Buying vs selling买入vs卖出
1 : 1
Quarterly trend季度趋势
{'direction': 'distributing', 'n_quarters': 14, 'holders_first': 1, 'holders_last': 0, 'holders_delta': -1, 'value_change_pct': -100.0, 'from_period': '2023-03-31', 'to_period': '2026-06-30', 'available_on': '', 'available_on_first': '2023-05-12', 'holders_series': [1, 1, 1, 1, 2, 2, 2, 2, 2, 2, 2, 2, 3, 0]}{'direction': 'distributing', 'n_quarters': 14, 'holders_first': 1, 'holders_last': 0, 'holders_delta': -1, 'value_change_pct': -100.0, 'from_period': '2023-03-31', 'to_period': '2026-06-30', 'available_on': '', 'available_on_first': '2023-05-12', 'holders_series': [1, 1, 1, 1, 2, 2, 2, 2, 2, 2, 2, 2, 3, 0]}
Insiders & shorts内部人与空头
Insider net buying (6 months)内部人净买入（6个月）
-$35.9M
Insider buyers vs sellers内部人买家vs卖家
1 : 3
Days to cover回补天数
2.3
Short interest change空头变化
-19.6%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。