13FBOX
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 TRIGM
持有机构数
561
机构合计市值 (Q2 2026)
$53.40亿
机构合计股数 (Q2 2026)
3,246.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+183.8万股
210 · 83 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-397.0万股
220 · 29 清仓 · ≈
⚖️ 净额
-213.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$53.40亿
持有机构数
561
新买入
83
加仓
127
减仓
191
清仓
29
持股不变
160
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/
0.03%0.03%#265$5.29亿323.2万股$3.97亿335.3万股-12.1万股-3.60%减仓
摩根士丹利MORGAN STANLEY
0.02%0.02%#316$3.85亿235.2万股$3.03亿240.7万股-5.5万股-2.29%减仓
签名地产投资顾问SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
6.19%4.46%#7$3.44亿210.2万股$2.20亿185.8万股+24.4万股+13.14%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.07%0.06%#194$2.72亿166.0万股$2.08亿175.2万股-9.2万股-5.28%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.06%0.06%#202$2.71亿165.5万股$2.11亿178.1万股-12.6万股-7.08%减仓
LPL金融LPL Financial LLC
0.05%0.05%#228$2.22亿135.8万股$1.72亿144.9万股-9.1万股-6.27%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.03%0.03%#281$1.95亿119.5万股$1.46亿123.5万股-4.0万股-3.22%减仓
Cerity合伙人Cerity Partners LLC
0.19%0.16%#121$1.54亿94.4万股$1.13亿95.2万股-8,332股-0.87%减仓
Truist金融TRUIST FINANCIAL CORP
0.18%0.16%#124$1.53亿93.3万股$1.21亿101.9万股-8.6万股-8.42%减仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#395$1.46亿91.3万股$1.40亿123.6万股-32.3万股-26.13%减仓
Janney Montgomery Scott LLC
0.28%0.29%#90$1.43亿87.3万股$1.18亿99.8万股-12.5万股-12.52%减仓
WestEnd 顾问WestEnd Advisors, LLC
2.61%2.39%#19$1.17亿71.5万股$9,908.5万83.6万股-12.1万股-14.50%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
0.04%<0.01%#254$1.14亿69.6万股$246.1万2.1万股+67.5万股+3,249.17%加仓
Destination 财富管理Destination Wealth Management
2.3%1.91%#21$9,864.8万60.3万股$7,355.4万62.1万股-1.8万股-2.84%减仓
Gray Foundation
20.16%16.7%#1$9,146.0万55.9万股$6,626.1万55.9万股00.00%持仓不变
瑞银集团UBS Group AG
0.01%0.01%#360$8,851.1万54.1万股$6,687.3万56.4万股-2.3万股-4.11%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.01%#328$8,579.6万52.4万股$6,475.9万54.7万股-2.3万股-4.20%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.1%0.08%#168$7,853.5万48.0万股$5,827.6万49.2万股-1.2万股-2.37%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.37%0.49%#65$7,299.0万44.6万股$9,617.9万81.2万股-36.5万股-45.02%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#361$6,760.1万41.3万股$4,542.3万38.3万股+3.0万股+7.82%加仓
未来资产环球投资Mirae Asset Global Investments Co., Ltd.
0.1%0.16%#169$6,623.2万40.5万股$5,715.7万48.2万股-7.7万股-16.05%减仓
Portfolio Strategies, Inc.
5.57%5.04%#9$5,585.8万34.1万股$4,090.8万34.5万股-3,693股-1.07%减仓
PGIM定制收成PGIM Custom Harvest LLC
0.67%0.68%#44$5,352.2万32.7万股$4,370.5万36.9万股-4.2万股-11.28%减仓
Stifel金融STIFEL FINANCIAL CORP
0.04%0.03%#252$4,616.0万28.2万股$3,413.4万28.8万股-5,836股-2.03%减仓
FIL(富达国际)FIL Ltd
0.03%0.03%#279$4,208.9万25.7万股$3,978.8万33.6万股-7.8万股-23.36%减仓
Legacy Financial Strategies, LLC
6.48%5.48%#5$4,183.4万25.6万股$3,034.6万25.6万股-318股-0.12%减仓
胜利资本管理VICTORY CAPITAL MANAGEMENT INC
0.02%0.02%#297$4,157.7万25.4万股$3,458.2万29.2万股-3.8万股-12.90%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.04%#234$3,978.4万24.3万股$2,578.2万21.8万股+2.6万股+11.79%加仓
Coppell Advisory Solutions LLC
3.16%#15$3,820.5万27股$00股+27股新买入
Lido顾问Lido Advisors, LLC
0.1%0.08%#167$3,748.1万22.9万股$2,719.5万22.9万股-345股-0.15%减仓
Allworth金融Allworth Financial LP
0.16%0.11%#138$3,694.1万22.6万股$2,755.0万23.2万股-6,646股-2.86%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#485$3,016.9万18.4万股$2,246.5万19.0万股-5,129股-2.71%减仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#300$2,513.4万15.4万股$1,793.9万15.1万股+2,279股+1.51%加仓
Focus Partners财富Focus Partners Wealth
0.02%0.02%#288$2,381.9万14.6万股$1,842.7万14.6万股-167股-0.11%减仓
Exchange Traded ConceptsEXCHANGE TRADED CONCEPTS, LLC
0.11%#166$2,364.4万14.5万股$00股+14.5万股新买入
贝拉德公司BAILARD, INC.
0.44%0.37%#53$2,151.5万13.2万股$1,608.7万13.6万股-4,213股-3.10%减仓
White Lighthouse Investment Management Inc.
2.63%2.03%#18$2,107.3万12.9万股$1,462.7万12.3万股+5,400股+4.38%加仓
Mathes Company, Inc.
6.27%5.34%#6$2,015.9万12.3万股$1,460.5万12.3万股00.00%持仓不变
Seven Bridges Advisors LLC
9.59%#2$1,989.8万12.2万股$00股+12.2万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
0.04%0.04%#249$1,957.7万12.0万股$1,456.3万12.3万股-3,207股-2.61%减仓
CIBC世界市场CIBC WORLD MARKET INC.
0.03%0.02%#284$1,794.3万11.0万股$1,331.3万11.2万股-2,643股-2.35%减仓
AssetMarkASSETMARK, INC
0.03%0.03%#277$1,756.7万10.7万股$1,460.1万12.3万股-1.6万股-12.83%减仓
Shira Ridge Wealth Management
6.05%5.24%#8$1,735.4万10.6万股$1,325.1万11.2万股-5,720股-5.12%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.08%0.07%#189$1,728.6万10.6万股$1,244.5万10.5万股+659股+0.63%加仓
HB财富管理HB Wealth Management, LLC
0.1%0.09%#171$1,724.5万10.5万股$1,373.9万11.6万股-1.1万股-9.06%减仓
Cambridge Investment Research Advisors, Inc.
0.04%0.03%#250$1,708.6万10.4万股$1,233.0万10.4万股+408股+0.39%加仓
Dynamic Wealth Strategies, LLC
8.84%6.97%#3$1,659.6万10.1万股$1,205.4万10.2万股-260股-0.26%减仓
Corient私人财富Corient Private Wealth LLC
0.01%0.02%#355$1,656.7万10.1万股$1,224.5万10.3万股-2,049股-1.98%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.09%<0.01%#178$1,652.4万10.1万股$44.0万3,714股+9.7万股+2,619.79%加仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
0.25%0.22%#95$1,650.6万10.1万股$1,223.4万10.3万股-2,323股-2.25%减仓

🧭 机构资金流板块热力图

净流出 净流入