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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 TRCMF
持有机构数
356
机构合计市值 (Q2 2026)
$31.09亿
机构合计股数 (Q2 2026)
5,393.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+587.3万股
204 · 40 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-227.1万股
118 · 32 清仓 · ≈
⚖️ 净额
+360.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$31.09亿
持有机构数
356
新买入
40
加仓
164
减仓
86
清仓
32
持股不变
66
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
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.08%0.07%#151$5.65亿979.6万股$4.83亿849.7万股+129.9万股+15.28%加仓
Wealthfront顾问Wealthfront Advisers LLC
0.81%0.77%#35$4.19亿727.6万股$3.53亿620.0万股+107.7万股+17.37%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#269$1.14亿197.6万股$1.04亿183.7万股+13.9万股+7.55%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#284$1.12亿193.6万股$1.01亿177.0万股+16.7万股+9.42%加仓
Facet财富Facet Wealth, Inc.
1.45%1.56%#21$1.01亿175.0万股$8,990.0万158.1万股+16.9万股+10.71%加仓
富达投资FMR LLC
<0.01%0.01%#291$1.00亿174.2万股$1.03亿180.7万股-6.5万股-3.59%减仓
EP财富顾问EP Wealth Advisors, LLC
0.37%0.33%#56$9,749.2万169.1万股$6,714.6万118.1万股+51.1万股+43.23%加仓
SYON CAPITAL LLC
3.5%3.87%#6$8,044.8万139.6万股$7,688.2万135.2万股+4.4万股+3.22%加仓
LPL金融LPL Financial LLC
0.02%0.02%#221$7,555.8万131.1万股$6,525.2万114.8万股+16.3万股+14.23%加仓
贝拉德公司BAILARD, INC.
1.42%1.61%#23$6,994.1万121.3万股$7,020.0万123.5万股-2.1万股-1.72%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.02%#229$6,445.7万111.8万股$5,805.7万102.1万股+9.7万股+9.52%加仓
MarinerMariner, LLC
0.06%0.06%#166$5,368.7万93.1万股$5,222.4万91.9万股+1.3万股+1.40%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#335$4,990.9万86.6万股$5,019.7万88.3万股-1.7万股-1.92%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#317$3,981.8万69.1万股$3,867.1万68.2万股+8,891股+1.30%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#280$3,844.8万66.7万股$3,738.3万65.7万股+9,573股+1.46%加仓
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
0.13%0.15%#117$3,840.8万66.6万股$3,773.3万66.4万股+2,727股+0.41%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.04%0.06%#180$3,600.0万62.5万股$3,736.7万65.7万股-3.3万股-4.96%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#290$2,940.9万51.0万股$2,681.7万47.2万股+3.9万股+8.18%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#294$2,901.9万50.3万股$3,024.2万53.2万股-2.8万股-5.35%减仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.17%0.17%#97$2,753.3万47.8万股$2,251.7万39.6万股+8.2万股+20.62%加仓
Focus Partners财富Focus Partners Wealth
0.03%0.03%#201$2,623.7万45.5万股$2,299.7万40.4万股+5.1万股+12.57%加仓
AssetMarkASSETMARK, INC
0.04%0.05%#183$2,513.6万43.6万股$2,227.4万39.2万股+4.4万股+11.32%加仓
Cerity合伙人Cerity Partners LLC
0.03%0.03%#200$2,251.3万39.1万股$1,882.5万33.1万股+6.0万股+17.98%加仓
West Wealth Group, LLC
3.63%3.73%#4$2,218.2万38.5万股$1,886.7万33.2万股+5.3万股+15.98%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.03%0.04%#193$2,179.3万37.8万股$2,026.7万35.6万股+2.2万股+6.07%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#217$2,076.5万36.0万股$2,095.3万36.9万股-8,248股-2.24%减仓
SEI投资SEI INVESTMENTS CO
0.02%0.02%#224$1,885.9万32.7万股$1,756.5万30.9万股+1.8万股+5.92%加仓
Manhattan West Asset Management, LLC
3.13%4.42%#8$1,875.0万32.5万股$2,261.8万39.8万股-7.2万股-18.22%减仓
FIRST FOUNDATION 顾问FIRST FOUNDATION ADVISORS
0.66%0.82%#38$1,838.4万31.9万股$2,028.4万35.7万股-3.8万股-10.59%减仓
RWA财富合伙人RWA WEALTH PARTNERS, LLC
0.17%0.19%#96$1,810.0万31.4万股$1,777.1万31.3万股+1,471股+0.47%加仓
联博ALLIANCEBERNSTEIN L.P.
0.01%0.01%#282$1,793.8万31.5万股$2,105.0万36.6万股-5.1万股-13.88%减仓
Affinity Capital Advisors, LLC
2.08%2.34%#14$1,688.1万29.3万股$1,667.3万29.3万股-24股-0.01%减仓
Orin Green Financial, LLC
6.06%6.7%#1$1,641.9万28.5万股$1,632.8万28.7万股-2,304股-0.80%减仓
Creative Planning财富管理Creative Planning
0.01%0.01%#259$1,574.5万27.3万股$1,577.4万27.7万股-4,264股-1.54%减仓
Rinkey Investments
3.62%3.77%#5$1,536.2万26.7万股$1,472.5万25.9万股+7,548股+2.91%加仓
Betterment智能投顾Betterment LLC
0.02%0.03%#206$1,461.2万25.4万股$1,376.3万24.2万股+1.1万股+4.73%加仓
Slow Capital, Inc.
1.7%2.06%#17$1,455.4万25.3万股$1,582.4万27.8万股-2.6万股-9.27%减仓
MYECFO, LLC
5.26%6.25%#3$1,392.7万24.2万股$1,492.8万26.3万股-2.1万股-7.97%减仓
河畔投资集团RiverFront Investment Group, LLC
0.18%0.22%#90$1,391.6万24.1万股$1,390.5万24.5万股-3,120股-1.28%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#308$1,369.7万23.6万股$1,384.5万24.3万股-7,493股-3.08%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#279$1,222.3万21.2万股$1,172.0万20.6万股+5,941股+2.88%加仓
纯粹金融顾问Pure Financial Advisors, LLC
0.16%0.16%#106$1,208.2万21.0万股$1,112.4万19.6万股+1.4万股+7.14%加仓
Apella资本Apella Capital, LLC
0.17%0.18%#102$1,176.6万20.5万股$1,221.1万21.3万股-7,817股-3.68%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%<0.01%#241$1,174.6万20.4万股$306.3万5.4万股+15.0万股+278.26%加仓
Navalign, LLC
2.71%2.88%#10$1,164.5万20.2万股$1,142.3万20.1万股+1,142股+0.57%加仓
Brio Consultants, LLC
1.35%1.38%#26$1,155.2万20.0万股$1,126.0万19.7万股+3,292股+1.67%加仓
Atlas Legacy Advisors, LLC
1.69%2.05%#18$1,142.6万19.8万股$1,127.3万19.8万股-34股-0.02%减仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.15%0.16%#111$1,126.0万19.5万股$1,091.9万19.2万股+3,316股+1.73%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.06%0.1%#165$1,118.5万19.4万股$2,040.1万35.9万股-16.5万股-45.92%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.05%0.12%#172$1,111.0万19.3万股$2,340.7万41.2万股-21.9万股-53.18%减仓

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