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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 TRMAXJ
持有机构数
45
机构合计市值 (Q2 2026)
$7,354.2万
机构合计股数 (Q2 2026)
252.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+17.4万股
15 · 4 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-59.3万股
24 · 7 清仓 · ≈
⚖️ 净额
-41.9万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,354.2万
持有机构数
45
新买入
4
加仓
11
减仓
17
清仓
7
持股不变
13
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
BIP Wealth, LLC
0.69%1.03%#5$2,423.1万83.2万股$2,536.0万90.1万股-6.9万股-7.63%减仓
J. L. Bainbridge & Co., Inc.
1.27%2.26%#2$1,608.9万55.2万股$2,540.5万90.2万股-35.0万股-38.78%减仓
Ashton Thomas Private Wealth, LLC
0.07%0.05%#17$313.4万10.8万股$210.3万7.5万股+3.3万股+44.03%加仓
Client First Capital LLC
1.04%1.1%#3$260.0万8.9万股$254.6万9.0万股-1,174股-1.30%减仓
PANORAMIC INVESTMENT ADVISORS, LLC
0.96%1.05%#4$201.4万6.9万股$194.7万6.9万股00.00%持仓不变
FC Advisory LLC
0.49%0.53%#6$184.4万6.3万股$181.8万6.5万股-1,252股-1.94%减仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.02%#21$173.7万6.0万股$00股+6.0万股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#32$164.4万5.6万股$166.8万5.9万股-2,767股-4.67%减仓
Balboa Wealth Partners
0.21%0.25%#10$156.7万5.4万股$151.5万5.4万股00.00%持仓不变
CRA Financial Services, LLC
0.13%0.15%#11$110.2万3.8万股$113.6万4.0万股-2,500股-6.20%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#35$107.9万3.7万股$70.0万2.5万股+1.2万股+49.01%加仓
Crewe Advisors LLC
0.08%0.09%#16$105.7万3.6万股$102.2万3.6万股00.00%持仓不变
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#39$100.5万3.5万股$98.4万3.5万股-449股-1.28%减仓
CROSSPOINT FINANCIAL, LLC
2.16%2.3%#1$94.5万3.2万股$91.4万3.2万股00.00%持仓不变
Blue Sky Capital Consultants Group, Inc.
0.39%0.26%#8$91.3万3.1万股$53.5万1.9万股+1.2万股+64.89%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#29$88.7万3.0万股$95.3万3.4万股-3,403股-10.05%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.01%#23$86.2万3.0万股$00股+3.0万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#34$85.8万2.9万股$90.8万3.2万股-2,772股-8.60%减仓
Grantvest Financial Group LLC
0.44%0.59%#7$76.3万2.6万股$91.8万3.3万股-6,406股-19.65%减仓
Encompass More Asset Management
0.11%0.14%#12$73.0万2.5万股$85.0万3.0万股-5,111股-16.94%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#42$72.8万2.5万股$51.9万1.8万股+6,592股+35.80%加仓
Amplius Wealth Advisors, LLC
0.05%0.06%#19$70.6万2.4万股$73.9万2.6万股-2,003股-7.63%减仓
Cypress Wealth Services, LLC
0.08%0.09%#14$64.1万2.2万股$61.9万2.2万股00.00%持仓不变
MIDDLETON & CO INC/MA
0.07%0.07%#18$61.4万2.1万股$65.0万2.3万股-2,000股-8.67%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.01%0.01%#28$59.6万2.0万股$53.8万1.9万股+1,350股+7.07%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#38$59.5万2.0万股$53.0万1.9万股+1,597股+8.48%加仓
Tradition Wealth Management, LLC
0.04%0.04%#20$58.7万2.0万股$56.8万2.0万股00.00%持仓不变
NBZ Investment Advisors LLC
0.22%0.24%#9$56.3万1.9万股$54.4万1.9万股00.00%持仓不变
LPL金融LPL Financial LLC
<0.01%<0.01%#40$49.8万1.7万股$37.2万1.3万股+3,877股+29.32%加仓
BCGM Wealth Management, LLC
0.08%0.09%#13$38.0万1.3万股$36.7万1.3万股00.00%持仓不变
Weaver Consulting Group
0.08%0.09%#15$37.7万1.3万股$38.0万1.4万股-565股-4.19%减仓
Sigma Planning Corp
0.01%0.01%#27$29.9万1.0万股$25.1万8,928股+1,347股+15.09%加仓
Proficio 资本合伙人Proficio Capital Partners LLC
0.01%0.02%#26$29.1万9,995股$29.2万1.0万股-385股-3.71%减仓
ARS Investment Partners, LLC
0.01%0.01%#24$29.0万9,960股$28.0万9,960股00.00%持仓不变
Ausdal Financial Partners, Inc.
0.01%#25$28.2万9,671股$00股+9,671股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#45$24.6万8,434股$43.4万1.5万股-6,984股-45.30%减仓
ARS Wealth Advisors Group, LLC
0.02%0.02%#22$23.1万7,939股$22.4万7,939股00.00%持仓不变
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#30$21.2万7,278股$20.5万7,278股00.00%持仓不变
Geneos财富管理Geneos Wealth Management Inc.
<0.01%<0.01%#31$10.2万3,507股$9.9万3,507股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#36$8.5万2,914股$8.3万2,941股-27股-0.92%减仓
EFG国际EFG International AG
<0.01%<0.01%#33$7.7万2,636股$7.4万2,636股00.00%持仓不变
Blue TrustBlue Trust, Inc.
<0.01%#37$4.0万1,363股$00股+1,363股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#43$3.0万1,038股$56320股+1,018股+5,090.00%加仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#44$6,001206股$2,42286股+120股+139.53%加仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#41$3,641125股$1,40850股+75股+150.00%加仓

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