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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 TRIVLU
持有机构数
378
机构合计市值 (Q2 2026)
$31.32亿
机构合计股数 (Q2 2026)
7,488.3万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+549.0万股
174 · 45 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-330.8万股
157 · 38 清仓 · ≈
⚖️ 净额
+218.2万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$31.32亿
持有机构数
378
新买入
45
加仓
129
减仓
119
清仓
38
持股不变
85
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
0.42%0.44%#70$7.79亿1,863.8万股$7.22亿1,818.7万股+45.2万股+2.48%加仓
富达投资FMR LLC
0.01%0.01%#235$2.92亿698.3万股$2.77亿698.3万股+799股+0.01%加仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#241$2.01亿482.2万股$1.72亿447.7万股+34.5万股+7.71%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.18%0.2%#100$1.44亿344.6万股$1.38亿348.6万股-4.0万股-1.15%减仓
LPL金融LPL Financial LLC
0.03%0.02%#194$1.22亿291.0万股$7,679.1万193.5万股+97.5万股+50.38%加仓
Savvy Advisors, Inc.
2.32%2.37%#17$1.09亿261.3万股$8,887.1万224.0万股+37.3万股+16.65%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#292$7,024.2万168.0万股$3,344.6万94.3万股+73.7万股+78.18%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#285$6,379.1万152.5万股$6,358.8万160.3万股-7.7万股-4.81%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#257$3,889.4万93.0万股$3,554.6万89.6万股+3.5万股+3.87%加仓
Focus Partners财富Focus Partners Wealth
0.04%0.05%#176$3,857.0万92.2万股$4,054.7万102.2万股-10.0万股-9.74%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.04%#170$3,594.1万85.9万股$2,694.8万67.9万股+18.0万股+26.53%加仓
HUB投资合伙人HUB Investment Partners, LLC
0.63%0.74%#57$3,515.0万84.1万股$3,110.2万78.4万股+5.7万股+7.23%加仓
Kathmere Capital Management, LLC
1.85%1.99%#24$3,488.1万83.4万股$3,225.0万81.3万股+2.1万股+2.62%加仓
Janney Montgomery Scott LLC
0.06%0.08%#155$3,350.3万80.1万股$3,102.4万78.2万股+1.9万股+2.46%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#258$3,249.7万77.7万股$3,103.6万78.2万股-5,102股-0.65%减仓
资本顾问公司CAPITAL ADVISORS INC/OK
0.47%0.26%#66$3,213.4万76.8万股$1,594.2万40.2万股+36.7万股+91.25%加仓
Alliance Wealth Advisors, LLC /UT
5.62%5.08%#5$2,979.0万71.2万股$2,348.8万59.2万股+12.0万股+20.34%加仓
Armbruster Capital Management, Inc.
4.19%4.39%#7$2,809.1万67.2万股$2,679.0万67.5万股-3,433股-0.51%减仓
INVENIO WEALTH PARTNERS LLC
8.73%9.13%#1$2,437.3万58.3万股$2,298.8万57.9万股+3,456股+0.60%加仓
VICTORY FINANCIAL GROUP, LLC
2.5%3.05%#14$2,382.8万57.0万股$2,484.0万62.6万股-5.6万股-8.98%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.04%0.05%#178$2,309.7万54.3万股$2,068.5万51.6万股+2.7万股+5.26%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#318$2,274.8万54.4万股$3,651.5万92.0万股-37.6万股-40.89%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#270$2,222.5万53.1万股$1,430.0万36.0万股+17.1万股+47.46%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#302$1,971.7万47.1万股$1,624.3万40.9万股+6.2万股+15.17%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.01%#217$1,960.6万46.9万股$1,007.0万25.4万股+21.5万股+84.74%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.04%0.04%#177$1,903.1万45.5万股$1,533.1万38.6万股+6.9万股+17.78%加仓
PARK AVENUE SECURITIES LLC
0.12%0.13%#127$1,887.5万45.1万股$1,724.3万43.5万股+1.7万股+3.87%加仓
奥地利Erste资产管理Erste Asset Management GmbH
0.14%0.15%#113$1,823.6万43.7万股$1,614.7万41.9万股+1.8万股+4.25%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.09%0.13%#142$1,765.4万42.2万股$1,645.1万41.5万股+7,541股+1.82%加仓
美国合众银行US BANCORP \DE\
0.02%0.02%#216$1,668.6万39.9万股$1,571.4万39.6万股+2,981股+0.75%加仓
AdvisorShares Investments LLC
2%2.93%#21$1,655.4万39.6万股$1,606.7万40.5万股-9,073股-2.24%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#313$1,593.0万38.1万股$1,913.1万48.2万股-10.1万股-21.00%减仓
High Probability Advisors, LLC
1.7%1.84%#25$1,592.8万38.1万股$1,438.0万36.2万股+1.8万股+5.10%加仓
Ackerman Capital Advisors, LLC
3.19%3.08%#12$1,585.3万37.9万股$1,505.5万37.9万股-327股-0.09%减仓
Meridian Financial Partners LLC
5.13%5.42%#6$1,558.1万36.8万股$1,426.0万35.5万股+1.3万股+3.79%加仓
Foster Group, Inc.
0.41%0.43%#71$1,534.8万36.7万股$1,455.4万36.7万股+199股+0.05%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.12%0.13%#123$1,439.2万34.4万股$1,376.1万34.7万股-2,666股-0.77%减仓
Private Advisor集团Private Advisor Group, LLC
0.07%0.06%#154$1,423.8万34.0万股$1,242.8万31.3万股+2.7万股+8.70%加仓
KWB Wealth
1.2%2.17%#35$1,406.2万33.6万股$2,194.6万57.7万股-24.0万股-41.70%减仓
Plancorp, LLC
0.33%0.38%#79$1,333.6万31.7万股$1,324.1万31.8万股-1,733股-0.54%减仓
Ashton Thomas Private Wealth, LLC
0.28%0.29%#81$1,329.1万31.8万股$1,231.2万31.0万股+7,539股+2.43%加仓
Freedom Investment Management, Inc.
3.62%3.83%#9$1,299.5万31.1万股$1,291.6万32.6万股-1.5万股-4.54%减仓
Heck Capital Advisors, LLC
0.77%1.08%#48$1,294.2万30.9万股$1,461.5万36.8万股-5.9万股-15.98%减仓
TITLEIST ASSET MANAGEMENT, LLC
0.87%0.88%#43$1,287.7万30.8万股$1,169.0万29.5万股+1.3万股+4.52%加仓
Pioneer Family Office, LLC
6.37%7.58%#3$1,245.5万29.8万股$1,193.5万30.1万股-2,965股-0.99%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#227$1,245.2万29.8万股$1,076.6万27.1万股+2.6万股+9.75%加仓
One Wealth Advisors, LLC
1.32%1.44%#31$1,194.3万28.6万股$1,156.4万29.1万股-5,842股-2.00%减仓
Farrow Financial, Inc.
6.29%6.34%#4$1,178.3万28.2万股$1,116.1万28.1万股+479股+0.17%加仓
ATLAS CAPITAL ADVISORS INC.
1.23%1.23%#33$1,124.1万26.9万股$1,072.9万27.0万股-1,590股-0.59%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.04%0.03%#182$1,089.0万26.0万股$743.0万18.7万股+7.3万股+39.07%加仓

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