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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 TRILCG
持有机构数
349
机构合计市值 (Q2 2026)
$18.66亿
机构合计股数 (Q2 2026)
1,596.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+256.3万股
147 · 41 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-228.7万股
106 · 18 清仓 · ≈
⚖️ 净额
+27.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$18.66亿
持有机构数
349
新买入
41
加仓
106
减仓
88
清仓
18
持股不变
114
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
LPL金融LPL Financial LLC
0.03%0.03%#165$1.47亿125.8万股$1.23亿129.2万股-3.5万股-2.67%减仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#245$1.30亿111.0万股$1.43亿137.3万股-26.3万股-19.17%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.02%#172$1.20亿102.2万股$5,705.5万59.8万股+42.4万股+70.97%加仓
Clearstead Trust, LLC
11.23%8.68%#1$8,589.7万73.4万股$5,326.5万55.8万股+17.6万股+31.58%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#214$8,482.8万72.5万股$6,611.3万69.2万股+3.2万股+4.69%加仓
Cetera投资顾问Cetera Investment Advisers
0.07%0.06%#122$8,134.4万69.5万股$5,691.6万59.6万股+9.9万股+16.61%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.01%#204$7,891.7万67.4万股$3,268.3万34.2万股+33.2万股+97.00%加仓
FAS Wealth Partners, Inc.
3.8%3.52%#7$7,296.4万62.4万股$5,660.5万59.3万股+3.1万股+5.17%加仓
B&D White Capital Company, LLC
5.49%4.1%#2$5,516.7万47.1万股$3,317.3万34.7万股+12.4万股+35.69%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#284$5,228.5万45.4万股$3,892.4万42.5万股+3.0万股+6.97%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#278$4,857.6万41.5万股$4,307.3万45.1万股-3.6万股-7.98%减仓
Wealthspire顾问Wealthspire Advisors, LLC
0.25%<0.01%#68$4,625.7万39.5万股$44.2万4,633股+39.1万股+8,432.12%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#219$4,357.4万37.2万股$3,378.6万35.4万股+1.9万股+5.23%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.05%0.04%#146$3,658.9万31.3万股$2,971.0万31.1万股+1,508股+0.48%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.04%0.03%#155$3,419.7万29.2万股$2,387.9万25.0万股+4.2万股+16.86%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.07%0.06%#125$3,373.8万28.8万股$2,311.6万24.2万股+4.6万股+19.09%加仓
McKinley Carter Wealth Services, Inc.
1.68%1.49%#18$3,267.1万27.9万股$2,585.7万27.1万股+8,386股+3.10%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#280$2,438.4万20.8万股$2,061.3万21.6万股-7,511股-3.48%减仓
Phoenix金融Phoenix Financial Ltd.
0.16%0.11%#79$2,340.4万20.0万股$1,135.8万20.0万股00.00%持仓不变
Goodman Advisory Group, LLC
4.62%0.02%#3$2,010.0万17.2万股$5.9万619股+17.1万股+27,648.30%加仓
PARK AVENUE SECURITIES LLC
0.12%0.08%#93$2,000.2万17.1万股$1,011.6万10.6万股+6.5万股+61.34%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.03%0.03%#169$1,915.6万16.4万股$1,508.6万15.6万股+8,524股+5.47%加仓
KILEY JUERGENS WEALTH MANAGEMENT, LLC
2.6%2.41%#9$1,658.4万14.2万股$1,363.1万14.3万股-1,037股-0.73%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#183$1,563.3万13.4万股$1,302.0万13.6万股-2,776股-2.04%减仓
LongView Wealth Management
3.86%3.6%#6$1,504.4万12.9万股$1,433.0万13.6万股-7,540股-5.54%减仓
Corient私人财富Corient Private Wealth LLC
0.01%0.02%#224$1,499.1万12.8万股$1,219.0万12.8万股+434股+0.34%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.14%0.13%#87$1,471.5万12.6万股$1,166.3万12.2万股+3,598股+2.95%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#297$1,288.2万11.0万股$920.6万9.6万股+1.4万股+14.18%加仓
Cornerstone Wealth Management, LLC
0.54%0.52%#38$1,262.4万10.8万股$1,047.4万11.0万股-1,818股-1.66%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#296$1,169.3万10.0万股$680.2万7.1万股+2.9万股+40.26%加仓
WIN ADVISORS, INC
4.02%#4$1,129.0万9.6万股$00股+9.6万股新买入
Investors Research Corp
1.91%1.66%#16$1,068.5万9.1万股$867.4万9.1万股+462股+0.51%加仓
Private Advisor集团Private Advisor Group, LLC
0.05%0.01%#143$1,025.5万8.8万股$283.8万3.0万股+5.8万股+194.82%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.02%0.01%#208$995.5万8.5万股$811.4万8.5万股+90股+0.11%加仓
MarinerMariner, LLC
0.01%0.02%#233$906.9万7.8万股$1,359.1万14.2万股-6.5万股-45.53%减仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#191$898.1万7.7万股$697.4万7.3万股+3,708股+5.08%加仓
White Pine Investment CO
1.85%1.62%#17$869.9万7.4万股$697.2万7.3万股+1,312股+1.80%加仓
Marietta Wealth Management, LLC
0.84%0.8%#25$819.3万7.0万股$671.9万7.0万股-355股-0.50%减仓
&Partners&PARTNERS
0.03%0.03%#166$801.5万6.8万股$615.6万6.4万股+3,776股+5.86%加仓
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
1.09%0.98%#22$757.5万6.5万股$614.7万6.4万股+351股+0.55%加仓
Arcadia Wealth Management, LLC
2.25%1.8%#13$716.1万6.1万股$498.0万5.2万股+9,037股+17.32%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.05%0.05%#141$706.1万6.0万股$583.9万6.1万股-814股-1.33%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%0.01%#272$701.8万6.0万股$878.4万9.2万股-3.2万股-34.81%减仓
Sunburst Financial Group, LLC
1.11%1.04%#21$685.1万5.9万股$566.8万5.9万股-815股-1.37%减仓
IHT 财富管理IHT Wealth Management, LLC
0.14%0.13%#86$673.2万5.8万股$553.1万5.8万股-399股-0.69%减仓
Merit金融集团Merit Financial Group, LLC
0.04%0.04%#154$663.1万5.7万股$517.7万5.4万股+2,444股+4.51%加仓
约翰逊投资顾问JOHNSON INVESTMENT COUNSEL INC
0.05%0.04%#149$619.0万5.3万股$510.1万5.3万股-527股-0.99%减仓
Ipsen Advisor Group LLC
3.98%3.53%#5$618.6万5.3万股$504.4万5.3万股+34股+0.06%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.03%0.03%#170$614.3万5.2万股$509.8万5.3万股-891股-1.67%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#276$560.6万4.8万股$395.4万4.1万股+6,493股+15.68%加仓

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