<p>今年早些时候，当特朗普总统因关税引发的市场波动促使 “卖出美国” 交易时，投资者纷纷撤出大型美国股票，寻找能够最小化影响的替代交易。但事实证明，并非所有的资金流出都流向了海外。</p>
<p>以罗素 2000 指数衡量的美国小盘股在市场不确定性加剧时，出现了大规模资金流入。在 4 月 3 日至 4 月 9 日期间，小盘股的平均日交易量为 510 万，每天的资金流入在 720 万到 950 万之间。因此，罗素 2000 指数及其常被忽视的小盘股篮子经历了戏剧性的价格反转。从 4 月 8 日的年初至今（YTD）低点到撰写时，该指数上涨超过 38%。作为对比，这一涨幅领先于标普 500 指数在同一时期的复苏五个百分点。</p>
<p>然而，像任何资产类别一样，并非所有小盘股都是相同的。例如，iShares Russell 2000 ETF NYSEARCA: IWM，跟踪罗素 2000 指数，持有约 2000 只股票。另一只，Vanguard Small-Cap ETF NYSEARCA: VB，则更具选择性，持有 1100 个头寸，但这种广泛的曝光仍然可能带来成本。</p>
<p>因此，为了充分利用小盘股所提供的潜在上行空间，一只 ETF 采用了一种策略，剔除表现不佳的公司，从而将其持股限制在该指数中最具财务可行性的公司。</p>
<h2>这只 ETF 的小盘股策略挑选赢家</h2>
<p>iShares Core S&amp;P Small-Cap ETF NYSEARCA: IJR 的运作方式略有不同，结果是该 ETF 的持股远比其小盘股指数基金的同行要窄。IJR 的 637 只持股专注于已建立的美国本土、财务可行的公司，并设定了严格的标准。</p>
<p>基金中的股票必须至少在首次公开募股（IPO）后满一年。该基金要求公司近期有正面的盈利记录。具体而言，最近四个连续季度的盈利总和必须为正，并且公司在最近一个季度必须显示出正盈利。</p>
<p>结果是：自 2000 年 6 月 2 日成立以来，该 ETF 仅在五次情况下经历了超过 20% 的下跌，包括大衰退、2018 年市场修正、2022 年熊市、2020 年的疫情崩盘，以及最近在特朗普宣布解放日关税时市场的暴跌。</p>
<p>但每次，IJR 都迅速恢复，自上市以来已实现近 579% 的收益，同时向股东支付目前年收益率为 1.93% 的股息，或每股 2.29 美元。同时，该基金的费用比率仅为 0.06%。</p>
<h2>IJR 的最佳持股组合</h2>
<p>重要的是，IJR 由市值在 3 亿到 10 亿美元之间的股票组成。因此，对于普通散户投资者来说，其持股中的名称与标普 500 或纳斯达克 100 指数基金顶部的引人注目的巨头一样熟悉。</p>
<p>尽管如此，这些公司在美国小盘股的世界中仍然是顶尖表现者。其前五大持股包括：</p>
<ul>
<li>非银行抵押贷款服务商 Mr. Cooper Group Stock NASDAQ: COOP</li>
<li>国家安全和政府/军事防御解决方案提供商 Kratos Defense &amp; Security Solutions NASDAQ: KTOS</li>
<li>数据存储解决方案提供商 Sandisk NASDAQ: SNDK</li>
<li>汽车供应商 BorgWarner Stock NYSE: BWA</li>
<li>工业、市政、能源和公用事业工程产品提供商 SPX Technologies NYSE: SPXC</li>
</ul>
<p>按行业划分，该基金目前重仓金融类，占其持股的近 25%，与该行业的看涨预测相符，因美联储开始了另一个降息周期。消费品类股票占第二大配置，超过 16%，工业、医疗保健和科技分别位列前五大行业。</p>
<p>IJR 的持股证明了其能够为投资者提供强大的小盘股多样化，而无需将其投资组合扩展到罗素 2000 所追踪的数千只股票。</p>
<h3>iShares Core S&amp;P Small-Cap ETF (IJR) 2025 年 9 月 29 日的价格图表</h3>
<h2>华尔街对 IJR 的看法</h2>
<p>跟随聪明资金从来不是分析中不好的策略。而在 IJR 方面，华尔街似乎对此表示支持。当前空头头寸仅占该 ETF 7.267 亿流通股的 0.52%。尽管这一数字较上月增长了 26%，但也显示出不到 1% 的空头认为该基金在近期会出现下跌。</p>
<p>与此同时，机构持股比例接近 67%，在过去 12 个月中，买入金额与卖出金额之间的差额为 152.3 亿美元的流入与 47.3 亿美元的流出，买入远超卖出。</p>
<p>IJR 获得了 23 位分析师的共识中等买入评级，且没有一位分析师将该 ETF 评为卖出或强烈卖出。</p>
<h2>你现在应该投资 1000 美元到 iShares Core S&amp;P Small-Cap ETF 吗？</h2>
<p>在考虑投资 iShares Core S&amp;P Small-Cap ETF 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场意识到之前立即购买……而 iShares Core S&amp;P Small-Cap ETF 并不在名单上。</p>
<p>虽然 iShares Core S&amp;P Small-Cap ETF 目前在分析师中获得持有评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

标普小盘股 ETF - iShares

COOP

<p>iShares Core S&P Small-Cap ETF（IJR）采用选择性策略投资于财务状况良好的小型股，重点关注盈利能力强的成熟公司。自 2000 年成立以来，该 ETF 的收益接近 579%，且费用比率低至 0.06%。其主要持股包括 Mr. Cooper Group 和 Kratos Defense。该基金在金融和消费品可选行业的权重较大，受益于乐观的市场预测。华尔街对 IJR 表现出信心，空头头寸较低，机构持股比例显著</p>

<p>Earlier this year, when President Trump’s tariff-induced market volatility spurred the “sell America” trade, investors vacated large-cap U.S. equities and sought out alternative trades that could minimize the fallout. But it turns out that not all of those outflows ended up overseas.</p>
<div class="lb-trans"><p>今年早些时候，当特朗普总统因关税引发的市场波动促使 “卖出美国” 交易时，投资者纷纷撤出大型美国股票，寻找能够最小化影响的替代交易。但事实证明，并非所有的资金流出都流向了海外。</p>
</div><p>U.S. small caps, as measured by the Russell 2000 index, saw massive inflows as uncertainty gripped the market. With an average daily trading volume of 5.1 million, small caps saw inflows between 7.2 million and 9.5 million every day between April 3 and April 9. As a result, the Russell 2000—and its often overlooked basket of small-cap stocks—saw a dramatic price reversal. From its year-to-date (YTD) low on April 8 to the time of writing, the index is up more than 38%. For context, that leads the S&amp;P 500’s recovery over the same period by five percentage points.</p>
<div class="lb-trans"><p>以罗素 2000 指数衡量的美国小盘股在市场不确定性加剧时，出现了大规模资金流入。在 4 月 3 日至 4 月 9 日期间，小盘股的平均日交易量为 510 万，每天的资金流入在 720 万到 950 万之间。因此，罗素 2000 指数及其常被忽视的小盘股篮子经历了戏剧性的价格反转。从 4 月 8 日的年初至今（YTD）低点到撰写时，该指数上涨超过 38%。作为对比，这一涨幅领先于标普 500 指数在同一时期的复苏五个百分点。</p>
</div><p>However, like any asset class, not all small caps are the same. The iShares Russell 2000 ETF NYSEARCA: IWM, for example, mirrors the Russell 2000 and has approximately 2,000 holdings. Another, the Vanguard Small-Cap ETF NYSEARCA: VB, is more selective with 1,100 positions, but that broad exposure can still come at a cost.</p>
<div class="lb-trans"><p>然而，像任何资产类别一样，并非所有小盘股都是相同的。例如，iShares Russell 2000 ETF NYSEARCA: IWM，跟踪罗素 2000 指数，持有约 2000 只股票。另一只，Vanguard Small-Cap ETF NYSEARCA: VB，则更具选择性，持有 1100 个头寸，但这种广泛的曝光仍然可能带来成本。</p>
</div><p>So in order to harness the most potential upside small caps offer, one ETF is embracing a strategy that weeds out the underperformers, thereby limiting its holdings to the most financially viable companies operating in the index.</p>
<div class="lb-trans"><p>因此，为了充分利用小盘股所提供的潜在上行空间，一只 ETF 采用了一种策略，剔除表现不佳的公司，从而将其持股限制在该指数中最具财务可行性的公司。</p>
</div><h2>This ETF’s Small-Cap Strategy Picks Winners</h2>
<div class="lb-trans"><h2>这只 ETF 的小盘股策略挑选赢家</h2>
</div><p>The iShares Core S&amp;P Small-Cap ETF NYSEARCA: IJR does things a little differently, and the result is that the ETF has far narrower holdings than its small-cap index fund counterparts. The IJR’s 637 holdings focus on established U.S.-based, financially viable companies with strict criteria.</p>
<div class="lb-trans"><p>iShares Core S&amp;P Small-Cap ETF NYSEARCA: IJR 的运作方式略有不同，结果是该 ETF 的持股远比其小盘股指数基金的同行要窄。IJR 的 637 只持股专注于已建立的美国本土、财务可行的公司，并设定了严格的标准。</p>
</div><p>Stocks in the fund must be at least one year removed from their IPOs. The fund requires companies to have a positive track record of recent earnings. Specifically, the sum of the most recent four consecutive quarters of earnings must be positive, as well as the companies demonstrating positive earnings in the most recent quarter.</p>
<div class="lb-trans"><p>基金中的股票必须至少在首次公开募股（IPO）后满一年。该基金要求公司近期有正面的盈利记录。具体而言，最近四个连续季度的盈利总和必须为正，并且公司在最近一个季度必须显示出正盈利。</p>
</div><p>The result: Since its inception on June 2, 2000, the ETF has only seen downturns exceeding 20% on five occasions, including the Great Recession, the 2018 market correction, the 2022 bear market, 2020’s pandemic crash, and most recently in April when the market plunged in response to Trump’s Liberation Day tariff announcements.</p>
<div class="lb-trans"><p>结果是：自 2000 年 6 月 2 日成立以来，该 ETF 仅在五次情况下经历了超过 20% 的下跌，包括大衰退、2018 年市场修正、2022 年熊市、2020 年的疫情崩盘，以及最近在特朗普宣布解放日关税时市场的暴跌。</p>
</div><p>But each time, the IJR recovered swiftly, and since its debut has posted a nearly 579% gain while paying shareholders a dividend that currently yields 1.93%, or $2.29 per share annually. Meanwhile, the fund features a low-cost expense ratio of just 0.06%.</p>
<div class="lb-trans"><p>但每次，IJR 都迅速恢复，自上市以来已实现近 579% 的收益，同时向股东支付目前年收益率为 1.93% 的股息，或每股 2.29 美元。同时，该基金的费用比率仅为 0.06%。</p>
</div><h2>The IJR’s Basket of Best in Class Holdings</h2>
<div class="lb-trans"><h2>IJR 的最佳持股组合</h2>
</div><p>Importantly, the IJR is composed of stocks with market caps between $300 million and $1 billion. So to the average retail investor, the names in its holdings are as familiar as the headline-grabbing behemoths atop S&amp;P 500 or NASDAQ-100 index funds.</p>
<div class="lb-trans"><p>重要的是，IJR 由市值在 3 亿到 10 亿美元之间的股票组成。因此，对于普通散户投资者来说，其持股中的名称与标普 500 或纳斯达克 100 指数基金顶部的引人注目的巨头一样熟悉。</p>
</div><p>Nonetheless, these companies are the premier performers in the world of U.S. small-cap stocks. Its top-five holdings include:</p>
<div class="lb-trans"><p>尽管如此，这些公司在美国小盘股的世界中仍然是顶尖表现者。其前五大持股包括：</p>
</div><ul>
<li>Non-bank mortgage servicer Mr. Cooper Group Stock NASDAQ: COOP</li>
<li>National security and government/military defense solutions provider Kratos Defense &amp; Security Solutions NASDAQ: KTOS</li>
<li>Data storage solutions provider Sandisk NASDAQ: SNDK</li>
<li>Automotive supplier BorgWarner Stock NYSE: BWA</li>
<li>Industrial, municipal, energy, and utilities engineered products provider SPX Technologies NYSE: SPXC</li>
</ul>
<div class="lb-trans"><ul>
<li>非银行抵押贷款服务商 Mr. Cooper Group Stock NASDAQ: COOP</li>
<li>国家安全和政府/军事防御解决方案提供商 Kratos Defense &amp; Security Solutions NASDAQ: KTOS</li>
<li>数据存储解决方案提供商 Sandisk NASDAQ: SNDK</li>
<li>汽车供应商 BorgWarner Stock NYSE: BWA</li>
<li>工业、市政、能源和公用事业工程产品提供商 SPX Technologies NYSE: SPXC</li>
</ul>
</div><p>By sector, the fund currently leans heavily into financials, which accounts for nearly 25% of its holdings and aligns well with the sector's bullish forecast, with the Federal Reserve beginning another rate-cutting cycle. Consumer discretionary stocks make up the second largest allocation, at more than 16%, with industrials, health care, and technology rounding out the top five sectors, respectively.</p>
<div class="lb-trans"><p>按行业划分，该基金目前重仓金融类，占其持股的近 25%，与该行业的看涨预测相符，因美联储开始了另一个降息周期。消费品类股票占第二大配置，超过 16%，工业、医疗保健和科技分别位列前五大行业。</p>
</div><p>The IJR’s holdings prove its ability to provide investors with strong small-cap diversification without the need to expand its portfolio to the thousands of stocks tracked by the Russell 2000.</p>
<div class="lb-trans"><p>IJR 的持股证明了其能够为投资者提供强大的小盘股多样化，而无需将其投资组合扩展到罗素 2000 所追踪的数千只股票。</p>
</div><h3>iShares Core S&amp;P Small-Cap ETF (IJR) Price Chart for Monday, September, 29, 2025</h3>
<div class="lb-trans"><h3>iShares Core S&amp;P Small-Cap ETF (IJR) 2025 年 9 月 29 日的价格图表</h3>
</div><h2>Here’s What Wall Street Thinks About the IJR</h2>
<div class="lb-trans"><h2>华尔街对 IJR 的看法</h2>
</div><p>Following the smart money is never a bad strategy to include in your analysis. And when it comes to the IJR, Wall Street seems to be on board. Short interest currently stands at just 0.52% of the ETF’s 726.7 million shares outstanding. And while that figure marks a 26% increase over the month prior, it also shows that fewer than 1% of the bears believe the fund is due for near-term downward price action.</p>
<div class="lb-trans"><p>跟随聪明资金从来不是分析中不好的策略。而在 IJR 方面，华尔街似乎对此表示支持。当前空头头寸仅占该 ETF 7.267 亿流通股的 0.52%。尽管这一数字较上月增长了 26%，但也显示出不到 1% 的空头认为该基金在近期会出现下跌。</p>
</div><p>At the same time, institutional ownership—which stands at nearly 67%—has seen buying outweigh selling by a sizable margin of $15.23 billion in inflows versus $4.73 billion in outflows over the past 12 months.</p>
<div class="lb-trans"><p>与此同时，机构持股比例接近 67%，在过去 12 个月中，买入金额与卖出金额之间的差额为 152.3 亿美元的流入与 47.3 亿美元的流出，买入远超卖出。</p>
</div><p>The IJR receives a consensus Moderate Buy rating from the 23 analysts covering it, none of which have assigned the ETF as a Sell or Strong Sell.</p>
<div class="lb-trans"><p>IJR 获得了 23 位分析师的共识中等买入评级，且没有一位分析师将该 ETF 评为卖出或强烈卖出。</p>
</div><h2>Should You Invest $1,000 in iShares Core S&amp;P Small-Cap ETF Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元到 iShares Core S&amp;P Small-Cap ETF 吗？</h2>
</div><p>Before you consider iShares Core S&amp;P Small-Cap ETF, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑投资 iShares Core S&amp;P Small-Cap ETF 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and iShares Core S&amp;P Small-Cap ETF wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场意识到之前立即购买……而 iShares Core S&amp;P Small-Cap ETF 并不在名单上。</p>
</div><p>While iShares Core S&amp;P Small-Cap ETF currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 iShares Core S&amp;P Small-Cap ETF 目前在分析师中获得持有评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

这只 ETF 筛选出表现不佳的小盘股