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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 TRSTIP
持有机构数
826
机构合计市值 (Q2 2026)
$127.88亿
机构合计股数 (Q2 2026)
1.25亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,481.3万股
555 · 129 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-640.3万股
239 · 65 清仓 · ≈
⚖️ 净额
+841.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$127.88亿
持有机构数
826
新买入
129
加仓
426
减仓
174
清仓
65
持股不变
97
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
贝莱德BlackRock, Inc.
0.07%0.08%#459$45.20亿4,424.5万股$43.73亿4,227.9万股+196.6万股+4.65%加仓
Betterment智能投顾Betterment LLC
0.79%0.88%#155$4.65亿455.4万股$4.64亿448.8万股+6.6万股+1.48%加仓
LPL金融LPL Financial LLC
0.09%0.09%#417$4.22亿413.3万股$3.23亿312.4万股+101.0万股+32.33%加仓
Modera财富管理Modera Wealth Management, LLC
2.78%3.03%#55$2.61亿255.5万股$2.53亿244.3万股+11.2万股+4.59%加仓
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
3.84%4.32%#36$2.58亿252.3万股$2.49亿241.0万股+11.3万股+4.68%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#658$2.30亿225.0万股$1.88亿182.3万股+42.7万股+23.41%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.05%0.03%#501$2.04亿199.6万股$1.16亿112.5万股+87.1万股+77.37%加仓
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
1.53%1.85%#96$1.90亿186.0万股$1.50亿145.3万股+40.7万股+28.01%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#667$1.59亿155.3万股$1.38亿133.3万股+22.0万股+16.48%加仓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
4.95%5.65%#26$1.54亿151.1万股$1.61亿156.0万股-4.9万股-3.14%减仓
Cetera投资顾问Cetera Investment Advisers
0.13%0.05%#358$1.47亿143.7万股$4,691.9万45.4万股+98.4万股+216.88%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
2.56%2.43%#62$1.35亿132.3万股$1.25亿120.9万股+11.3万股+9.38%加仓
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
0.57%0.6%#186$1.24亿121.4万股$1.20亿116.3万股+5.0万股+4.34%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.89%0.92%#145$1.14亿111.8万股$9,757.3万94.6万股+17.2万股+18.21%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.02%#587$1.13亿110.9万股$1.01亿97.3万股+13.6万股+13.93%加仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#712$1.11亿108.7万股$9,745.2万94.3万股+14.4万股+15.28%加仓
PARTNERS CAPITAL INVESTMENT 集团PARTNERS CAPITAL INVESTMENT GROUP, LLP
3.68%3.83%#40$1.04亿101.5万股$1.02亿98.4万股+3.1万股+3.16%加仓
SCS资本管理SCS Capital Management LLC
0.96%1.06%#137$1.01亿99.0万股$1.00亿96.8万股+2.2万股+2.25%加仓
普特南投资管理FLPUTNAM INVESTMENT MANAGEMENT CO
1.17%1.44%#122$9,855.2万96.5万股$9,675.1万93.5万股+2.9万股+3.13%加仓
WEALTHCARE CAPITAL MANAGEMENT LLC
9.1%9.49%#4$9,590.4万93.9万股$9,490.1万91.8万股+2.1万股+2.31%加仓
Tortoise Investment Management, LLC
6.86%7.18%#15$9,204.5万90.1万股$8,690.5万84.0万股+6.1万股+7.23%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#582$8,826.1万86.4万股$7,990.8万77.3万股+9.1万股+11.83%加仓
Destination 财富管理Destination Wealth Management
2.02%2.22%#75$8,647.6万84.6万股$8,539.9万82.6万股+2.1万股+2.52%加仓
MASECO LLP
2.3%2.51%#68$8,177.9万80.1万股$8,012.7万77.5万股+2.6万股+3.34%加仓
M. Kulyk & Associates, LLC
12.85%14.03%#3$7,877.5万77.1万股$7,516.1万72.7万股+4.4万股+6.11%加仓
Haverford信托Haverford Trust Co
0.64%0.67%#174$7,444.4万72.9万股$7,325.2万70.8万股+2.0万股+2.89%加仓
Abacus Planning Group, Inc.
8.91%8.39%#6$7,206.8万70.5万股$6,229.5万60.2万股+10.3万股+17.13%加仓
道富集团STATE STREET CORP
<0.01%<0.01%#761$6,795.5万66.5万股$6,750.0万65.3万股+1.3万股+1.93%加仓
Dynasty财富管理Dynasty Wealth Management, LLC
0.5%0.59%#203$6,787.6万66.4万股$6,723.9万65.0万股+1.4万股+2.20%加仓
Quotient Wealth 合伙人Quotient Wealth Partners, LLC
1.57%1.73%#94$6,634.4万64.9万股$6,557.6万63.4万股+1.5万股+2.43%加仓
Kestra投资管理Kestra Investment Management, LLC
1.24%1.65%#118$6,407.1万62.7万股$9,553.2万92.4万股-29.6万股-32.10%减仓
KEATING INVESTMENT COUNSELORS INC
17.5%16.33%#1$6,372.5万62.4万股$6,592.2万63.7万股-1.4万股-2.13%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.29%0.35%#268$6,308.6万61.8万股$6,622.0万64.0万股-2.3万股-3.55%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#668$6,277.0万61.4万股$5,851.4万56.6万股+4.9万股+8.61%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.03%0.03%#552$6,086.1万59.6万股$4,979.5万48.1万股+11.4万股+23.74%加仓
3EDGE Asset Management, LP
2.49%2.64%#64$5,587.0万54.7万股$5,466.8万52.9万股+1.8万股+3.46%加仓
MARTIN & CO INC /TN/
8.58%9.46%#7$5,491.5万53.8万股$5,559.8万53.8万股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#754$5,386.8万52.7万股$5,455.0万52.7万股-112股-0.02%减仓
Empowered FundsEmpowered Funds, LLC
0.27%0.33%#282$5,173.1万51.2万股$5,236.4万50.8万股+4,061股+0.80%加仓
AlTi全球AlTi Global, Inc.
1.06%1.14%#128$5,128.5万50.2万股$5,226.8万50.5万股-3,337股-0.66%减仓
MAI资本管理MAI Capital Management
0.19%0.14%#316$5,048.7万49.4万股$2,435.8万23.6万股+25.9万股+109.84%加仓
GOULD ASSET MANAGEMENT LLC /CA/
7.6%8.44%#10$4,824.8万47.2万股$4,858.3万47.0万股+2,555股+0.54%加仓
NewEdge顾问NewEdge Advisors, LLC
0.14%0.11%#351$4,808.5万47.1万股$2,954.7万28.6万股+18.5万股+64.76%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.06%0.07%#474$4,760.0万46.6万股$4,441.1万42.9万股+3.7万股+8.51%加仓
LVW Advisors, LLC
3.81%4.13%#37$4,407.8万43.1万股$4,330.1万41.9万股+1.3万股+3.06%加仓
SIGMA INVESTMENT COUNSELORS INC
2.08%2.23%#74$4,259.5万41.7万股$4,213.0万40.7万股+9,614股+2.36%加仓
ALTFEST L J & CO INC
3.98%4.33%#34$4,099.4万40.1万股$4,050.1万39.2万股+9,687股+2.47%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#740$3,776.4万37.0万股$3,281.9万31.7万股+5.2万股+16.50%加仓
Austin Asset Management Co Inc
5.2%5.42%#24$3,646.2万35.7万股$3,212.0万31.1万股+4.6万股+14.93%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%<0.01%#722$3,477.6万34.0万股$2,396.1万23.2万股+10.9万股+46.94%加仓

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