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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 TRIQLT
持有机构数
642
机构合计市值 (Q2 2026)
$120.35亿
机构合计股数 (Q2 2026)
2.43亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2,199.5万股
336 · 73 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-707.4万股
252 · 48 清仓 · ≈
⚖️ 净额
+1,492.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$120.35亿
持有机构数
642
新买入
73
加仓
263
减仓
204
清仓
48
持股不变
102
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
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
1.56%1.61%#69$29.25亿5,902.7万股$26.23亿5,673.6万股+229.1万股+4.04%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.42%0.46%#160$8.50亿1,715.3万股$8.00亿1,730.9万股-15.7万股-0.91%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.17%0.18%#246$7.12亿1,437.8万股$6.57亿1,422.0万股+15.8万股+1.11%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.11%0.04%#275$5.49亿1,107.8万股$1.74亿377.5万股+730.3万股+193.46%加仓
实证金融服务Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
5.71%5.47%#16$3.91亿789.1万股$3.16亿684.0万股+105.1万股+15.37%加仓
美国银行BANK OF AMERICA CORP /DE/
0.02%0.03%#412$3.73亿752.7万股$3.59亿777.3万股-24.7万股-3.17%减仓
Cerity合伙人Cerity Partners LLC
0.37%0.34%#171$3.10亿625.2万股$2.41亿521.6万股+103.6万股+19.86%加仓
摩根士丹利MORGAN STANLEY
0.02%0.01%#437$3.06亿617.2万股$2.43亿549.5万股+67.8万股+12.34%加仓
资本投资顾问Capital Investment Advisors, LLC
4%4.05%#29$3.03亿612.4万股$2.77亿598.6万股+13.8万股+2.30%加仓
Cetera投资顾问Cetera Investment Advisers
0.21%0.22%#223$2.34亿471.4万股$2.05亿444.3万股+27.0万股+6.08%加仓
LPL金融LPL Financial LLC
0.05%0.05%#364$2.14亿431.4万股$1.95亿422.2万股+9.2万股+2.19%加仓
瑞银集团UBS Group AG
0.03%0.03%#403$2.05亿413.1万股$1.94亿419.2万股-6.1万股-1.45%减仓
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
0.54%0.61%#148$1.58亿318.1万股$1.59亿343.6万股-25.5万股-7.42%减仓
Corient私人财富Corient Private Wealth LLC
0.1%0.17%#282$1.38亿279.4万股$1.20亿258.5万股+20.9万股+8.07%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.17%0.19%#245$1.36亿273.5万股$1.26亿272.9万股+5,597股+0.21%加仓
HighTower顾问HighTower Advisors, LLC
0.1%0.1%#285$1.07亿215.5万股$9,888.6万213.9万股+1.6万股+0.73%加仓
TIAA财富投资管理TIAA Wealth Investment Management LLC
0.71%#129$1.07亿216.5万股$00股+216.5万股新买入
Cresset资产管理Cresset Asset Management, LLC
0.34%0.38%#176$9,429.9万190.3万股$8,684.3万187.8万股+2.5万股+1.31%加仓
Sage Mountain Advisors LLC
5.2%5.27%#19$8,457.3万170.7万股$7,525.0万162.8万股+7.9万股+4.86%加仓
阿波罗财富管理Apollon Wealth Management, LLC
1.02%0.85%#106$8,404.2万169.6万股$5,243.2万113.4万股+56.2万股+49.55%加仓
米尔本·里奇菲尔德Millburn Ridgefield LLC /DE/
1.55%1.56%#72$8,176.8万165.0万股$7,263.6万157.1万股+7.9万股+5.03%加仓
催化剂资本顾问Catalyst Capital Advisors LLC
1.36%1.35%#85$8,176.8万165.0万股$7,263.6万157.1万股+7.9万股+5.03%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#420$7,763.6万156.7万股$7,054.5万152.6万股+4.1万股+2.68%加仓
现代财富管理Modern Wealth Management, LLC
0.92%1.12%#114$7,751.2万156.4万股$6,546.1万139.7万股+16.8万股+12.01%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#466$7,037.5万142.0万股$6,023.6万130.3万股+11.7万股+9.00%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.09%0.08%#306$6,866.9万138.6万股$5,700.8万123.3万股+15.3万股+12.39%加仓
富达投资FMR LLC
<0.01%<0.01%#544$6,784.7万136.9万股$6,239.1万135.0万股+2.0万股+1.46%加仓
大西洋联合银行Atlantic Union Bankshares Corp
1.11%1.18%#98$6,669.2万134.6万股$6,157.0万133.2万股+1.4万股+1.06%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#468$6,324.2万127.6万股$5,789.7万125.2万股+2.4万股+1.91%加仓
Equitable控股Equitable Holdings, Inc.
0.34%0.35%#175$5,724.1万115.5万股$5,364.4万118.0万股-2.5万股-2.12%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.12%0.15%#270$5,660.0万114.2万股$5,302.6万114.7万股-4,716股-0.41%减仓
Janney Montgomery Scott LLC
0.11%0.13%#278$5,483.9万110.7万股$5,158.9万111.6万股-9,171股-0.82%减仓
Haverford信托Haverford Trust Co
0.47%0.37%#157$5,426.9万109.5万股$4,004.2万86.6万股+22.9万股+26.45%加仓
MarinerMariner, LLC
0.06%0.06%#342$5,336.2万107.7万股$5,113.3万110.6万股-2.9万股-2.63%减仓
TOBIAS FINANCIAL ADVISORS, INC.
6.67%6.62%#9$5,259.5万106.1万股$4,752.1万102.8万股+3.4万股+3.26%加仓
Allen Capital Group, LLC
4.25%4.2%#27$5,219.9万105.3万股$4,700.0万101.7万股+3.7万股+3.62%加仓
卡内基投资顾问Carnegie Investment Counsel
1.01%0.85%#108$5,029.1万101.5万股$4,382.0万94.8万股+6.7万股+7.08%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.07%0.08%#320$4,830.8万97.5万股$4,596.9万99.4万股-1.9万股-1.95%减仓
RVW Wealth, LLC
3.13%3.32%#36$4,748.7万95.8万股$4,261.4万92.2万股+3.7万股+3.97%加仓
Larson Financial 集团Larson Financial Group LLC
1.23%1.21%#92$4,684.9万94.5万股$3,775.1万81.7万股+12.9万股+15.79%加仓
D'Orazio & Associates, Inc.
5.2%5.79%#20$4,492.3万90.7万股$4,472.9万96.8万股-6.1万股-6.30%减仓
Unison Advisors LLC
3.09%3.05%#37$4,425.5万89.3万股$4,018.5万86.9万股+2.4万股+2.75%加仓
Harbor Group, Inc.
5.13%5.61%#21$4,364.1万88.1万股$3,882.6万84.0万股+4.1万股+4.87%加仓
Silver Coast Investments LLC
12.9%13.07%#1$4,332.7万87.4万股$4,095.7万88.6万股-1.2万股-1.30%减仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.28%0.28%#199$4,074.5万82.2万股$3,558.3万77.0万股+5.3万股+6.84%加仓
Sunburst Financial Group, LLC
6.52%6.48%#11$4,026.8万81.3万股$3,516.6万76.1万股+5.2万股+6.83%加仓
MASON STREET ADVISORS, LLC
3.54%3.47%#31$3,927.7万79.3万股$3,554.8万76.9万股+2.4万股+3.09%加仓
Wharton Business 集团Wharton Business Group, LLC
1.3%1.36%#88$3,860.2万77.9万股$3,601.5万77.9万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
0.05%0.05%#370$3,833.9万77.4万股$3,521.1万76.2万股+1.2万股+1.59%加仓
Stifel金融STIFEL FINANCIAL CORP
0.03%0.03%#396$3,563.5万71.9万股$3,227.3万69.8万股+2.1万股+3.02%加仓

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