只使用免费官方源：SEC Forms 3/4/5 结构化内部人申报，以及 FINRA Consolidated NMS 场外卖空成交量。 两类数据均保留来源边界，不转写成买卖建议。
SEC 已完成季度 Forms 3/4/5 结构化历史基线 + EDGAR 当前季度 Form 4 增量；个股卡片仅展示当前自然季度的非衍生证券买卖代码 P/S（公开市场或私下交易），成交金额由股数 × 每股价格计算。
官方数据说明| 2026-07-21 2026-07-22 | SWZ Total Return Securities Fund | SELL MORITZ A Director | 买入（P） | 483 | US$5.90 | US$2,849.70 | 21,729 | SEC |
| 2026-07-20 2026-07-22 | SWZ Total Return Securities Fund | SELL MORITZ A Director | 买入（P） | 1,000 | US$5.93 | US$5,930.00 | 21,246 | SEC |
| 2026-07-06 2026-07-08 | SWZ Total Return Securities Fund | GOLDSTEIN PHILLIP Director,Officer,Other · Secretary | 买入（P） | 5,980 | US$5.95 | US$35,581.00 | 119,214 | SEC |
| 2026-07-02 2026-07-07 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 233 | US$5.92 | US$1,379.36 | 126,233 | SEC |
| 2026-07-02 2026-07-07 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 4,767 | US$5.92 | US$28,222.07 | 131,000 | SEC |
| 2026-06-29 2026-06-30 | SWZ Total Return Securities Fund | SELL MORITZ A Director | 买入（P） | 2,000 | US$5.93 | US$11,860.00 | 20,246 | SEC |
| 2026-06-26 2026-06-30 | SWZ Total Return Securities Fund | SELL MORITZ A Director | 买入（P） | 2,091 | US$5.89 | US$12,315.99 | 18,246 | SEC |
| 2026-06-18 2026-06-22 | SWZ Total Return Securities Fund | SELL MORITZ A Director | 买入（P） | 1,853 | US$5.91 | US$10,951.23 | 16,155 | SEC |
| 2026-06-17 2026-06-22 | SWZ Total Return Securities Fund | SELL MORITZ A Director | 买入（P） | 147 | US$5.91 | US$868.77 | 14,302 | SEC |
| 2026-06-16 2026-06-17 | SWZ Total Return Securities Fund | SELL MORITZ A Director | 买入（P） | 2,000 | US$5.96 | US$11,920.00 | 14,155 | SEC |
| 2026-06-15 2026-06-17 | SWZ Total Return Securities Fund | SELL MORITZ A Director | 买入（P） | 155 | US$5.95 | US$922.25 | 12,155 | SEC |
| 2026-05-29 2026-06-01 | SWZ Total Return Securities Fund | SELL MORITZ A Director | 买入（P） | 1,000 | US$6.01 | US$6,010.00 | 12,000 | SEC |
| 2026-05-28 2026-05-29 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 100 | US$5.98 | US$598.00 | 120,600 | SEC |
| 2026-05-28 2026-05-29 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 5,400 | US$5.99 | US$32,346.00 | 126,000 | SEC |
| 2026-05-27 2026-05-29 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 3,000 | US$5.98 | US$17,940.00 | 120,500 | SEC |
| 2026-05-27 2026-05-29 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 4,500 | US$5.97 | US$26,865.00 | 117,500 | SEC |
| 2026-05-20 2026-05-20 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 2,987 | US$5.96 | US$17,802.52 | 113,000 | SEC |
| 2026-05-19 2026-05-20 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 13 | US$5.95 | US$77.35 | 110,013 | SEC |
| 2026-05-18 2026-05-20 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 4,000 | US$5.95 | US$23,800.00 | 110,000 | SEC |
| 2026-04-24 2026-04-27 | SWZ Total Return Securities Fund | SELL MORITZ A Director | 买入（P） | 1,002 | US$6.07 | US$6,082.14 | 11,000 | SEC |
| 2026-04-17 2026-04-20 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 3,000 | US$6.09 | US$18,270.00 | 106,000 | SEC |
| 2026-04-16 2026-04-20 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 547 | US$6.04 | US$3,303.88 | 40,000 | SEC |
| 2026-04-16 2026-04-20 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 3,000 | US$6.05 | US$18,150.00 | 103,000 | SEC |
| 2026-04-16 2026-04-20 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 4,718 | US$6.06 | US$28,591.08 | 100,000 | SEC |
| 2026-04-08 2026-04-09 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 4,000 | US$5.98 | US$23,920.00 | 94,282 | SEC |
| 2026-04-07 2026-04-09 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 2,000 | US$5.95 | US$11,900.00 | 90,282 | SEC |
| 2026-04-06 2026-04-06 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 100 | US$5.95 | US$595.00 | 88,282 | SEC |
| 2026-04-02 2026-04-06 | SWZ Total Return Securities Fund | Dakos Andrew Director,Officer,Other · President and CEO | 买入（P） | 4,863 | US$5.93 | US$28,837.59 | 88.18 | SEC |
| 代码 | 卖空成交量 | 豁免卖空量 | 场外总成交量 | 卖空量占比 | 报告设施 |
|---|---|---|---|---|---|
| SWZ | 8,319 | 0 | 23,991.8726 | 34.67% | B, Q, N |