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iShares安硕信托 · 13F 机构持仓分析
期权收益计算器 机构排行
I

iShares安硕信托

ISHARES TRIUSV
持有机构数
812
机构合计市值 (Q2 2026)
$234.67亿
机构合计股数 (Q2 2026)
2.02亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,164.3万股
384 · 80 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-494.2万股
280 · 55 清仓 · ≈
⚖️ 净额
+670.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$234.67亿
持有机构数
812
新买入
80
加仓
304
减仓
225
清仓
55
持股不变
203
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
美国银行BANK OF AMERICA CORP /DE/
0.62%0.62%#109$95.99亿8,714.3万股$85.25亿8,337.5万股+376.8万股+4.52%加仓
LPL金融LPL Financial LLC
0.43%0.47%#131$19.21亿1,743.8万股$17.61亿1,722.6万股+21.3万股+1.23%加仓
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
0.65%#104$11.70亿4,187股$00股+4,187股新买入
摩根士丹利MORGAN STANLEY
0.06%0.05%#379$10.79亿979.5万股$9.08亿908.1万股+71.4万股+7.86%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.36%0.37%#139$8.90亿810.3万股$7.68亿765.2万股+45.1万股+5.89%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.2%0.2%#204$8.34亿757.6万股$7.33亿716.5万股+41.1万股+5.74%加仓
SignatureFD财富SIGNATUREFD, LLC
7.17%7.27%#16$5.37亿487.1万股$4.75亿464.2万股+22.9万股+4.93%加仓
Kestra投资管理Kestra Investment Management, LLC
9.53%6.87%#8$4.92亿446.4万股$3.98亿389.3万股+57.1万股+14.66%加仓
Blue TrustBlue Trust, Inc.
4.45%5%#26$4.67亿423.6万股$4.37亿427.6万股-4.0万股-0.93%减仓
ASPIRIANT, LLC
10.02%10.73%#7$4.06亿368.6万股$3.77亿368.3万股+2,452股+0.07%加仓
Merit金融集团Merit Financial Group, LLC
2%2.12%#49$3.28亿297.7万股$2.85亿278.9万股+18.8万股+6.74%加仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#574$2.11亿191.7万股$2.09亿208.0万股-16.2万股-7.80%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.05%0.05%#397$1.82亿165.6万股$1.68亿164.0万股+1.5万股+0.94%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.09%0.08%#317$1.76亿160.1万股$1.47亿143.8万股+16.3万股+11.37%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.03%0.03%#479$1.74亿157.6万股$1.54亿150.8万股+6.8万股+4.50%加仓
瑞银集团UBS Group AG
0.02%0.02%#505$1.70亿154.1万股$1.64亿159.9万股-5.8万股-3.64%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
1.4%1.33%#70$1.53亿139.2万股$1.34亿131.3万股+7.9万股+6.04%加仓
Modera财富管理Modera Wealth Management, LLC
1.4%1.46%#69$1.31亿119.3万股$1.21亿118.7万股+5,474股+0.46%加仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
0.34%0.34%#148$1.31亿119.0万股$1.19亿116.6万股+2.4万股+2.03%加仓
Foster Group, Inc.
3.31%3.38%#35$1.25亿113.2万股$1.14亿111.2万股+2.0万股+1.76%加仓
NATIXIS ADVISORS, LLC
0.14%0.15%#248$1.25亿113.2万股$1.05亿102.5万股+10.7万股+10.41%加仓
Corient私人财富Corient Private Wealth LLC
0.07%0.12%#343$9,632.5万87.4万股$8,329.9万81.8万股+5.6万股+6.85%加仓
Auto-Owners 保险Auto-Owners Insurance Co
2.15%2.9%#47$9,522.1万86.4万股$1.39亿135.4万股-49.0万股-36.19%减仓
富国银行WELLS FARGO & COMPANY/MN
0.02%0.02%#543$9,376.5万85.1万股$1.21亿118.4万股-33.3万股-28.10%减仓
CANANDAIGUA NATIONAL BANK & TRUST CO
7.51%#15$8,906.3万80.9万股$00股+80.9万股新买入
Cetera投资顾问Cetera Investment Advisers
0.08%0.08%#337$8,318.4万75.5万股$7,268.1万71.1万股+4.4万股+6.24%加仓
HighTower顾问HighTower Advisors, LLC
0.08%0.08%#328$8,197.3万74.4万股$7,336.2万71.7万股+2.7万股+3.72%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.38%0.4%#134$7,655.4万69.5万股$7,113.0万69.6万股-649股-0.09%减仓
信安证券PRINCIPAL SECURITIES, INC.
0.89%1.05%#86$7,393.9万67.1万股$7,178.8万70.2万股-3.1万股-4.39%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.09%0.09%#303$7,377.4万67.0万股$6,733.9万65.9万股+1.1万股+1.70%加仓
McGlone Suttner Wealth Management, Inc.
8.59%8.85%#11$7,320.8万66.5万股$6,680.0万65.3万股+1.1万股+1.73%加仓
KINTRA WEALTH, LLC
3.56%3.2%#32$6,825.7万59.2万股$4,529.2万44.3万股+14.9万股+33.62%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.08%0.08%#331$6,649.1万60.4万股$5,250.6万51.3万股+9.0万股+17.54%加仓
Allworth金融Allworth Financial LP
0.27%0.25%#175$6,473.1万58.8万股$6,110.5万59.8万股-9,937股-1.66%减仓
Curi资本Curi Capital, LLC
0.97%0.82%#80$6,312.5万57.3万股$4,595.8万44.9万股+12.4万股+27.50%加仓
Allspring环球投资Allspring Global Investments Holdings, LLC
0.09%0.09%#312$5,869.5万53.3万股$5,374.0万52.6万股+7,296股+1.39%加仓
富达投资FMR LLC
<0.01%<0.01%#716$5,317.4万48.3万股$4,885.5万47.8万股+4,940股+1.03%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%0.01%#672$5,206.3万47.3万股$4,445.2万43.5万股+3.8万股+8.72%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#590$5,070.6万46.1万股$4,271.7万41.8万股+4.3万股+10.28%加仓
Arax顾问Arax Advisory Partners
0.33%0.02%#152$4,959.3万45.0万股$62.7万6,132股+44.4万股+7,242.38%加仓
Nadler Financial Group, Inc.
4.14%4.47%#27$4,885.6万44.4万股$4,636.3万45.3万股-9,886股-2.18%减仓
FLAGSHIP HARBOR 顾问FLAGSHIP HARBOR ADVISORS, LLC
1.81%1.83%#54$4,730.8万42.9万股$4,170.3万40.8万股+2.2万股+5.30%加仓
HOWE & RUSLING INC
2.66%2.39%#41$4,592.7万41.7万股$3,668.6万35.9万股+5.8万股+16.21%加仓
Janney Montgomery Scott LLC
0.09%0.03%#316$4,521.4万41.0万股$1,058.4万10.4万股+30.7万股+296.55%加仓
哥谭资产管理Gotham Asset Management, LLC
0.1%0.08%#286$4,389.1万39.8万股$2,463.9万24.1万股+15.7万股+65.36%加仓
Focus Partners财富Focus Partners Wealth
0.04%0.05%#415$4,382.8万39.8万股$4,280.8万41.9万股-2.1万股-4.96%减仓
Financial Engines顾问Financial Engines Advisors L.L.C.
0.08%0.07%#332$4,377.9万39.7万股$3,524.7万34.5万股+5.3万股+15.30%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.07%0.09%#344$4,374.1万39.2万股$4,007.8万39.1万股+824股+0.21%加仓
Tanglewood Legacy Advisors, LLC
13.63%14.11%#2$4,224.1万38.3万股$3,900.1万38.1万股+2,058股+0.54%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.69%0.72%#99$4,132.1万37.5万股$3,757.5万36.7万股+7,652股+2.08%加仓

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