13FBOX
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 TRAOR
持有机构数
448
机构合计市值 (Q2 2026)
$13.57亿
机构合计股数 (Q2 2026)
1,952.7万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+194.7万股
268 · 68 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-80.9万股
146 · 25 清仓 · ≈
⚖️ 净额
+113.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$13.57亿
持有机构数
448
新买入
68
加仓
200
减仓
121
清仓
25
持股不变
59
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.
<0.01%<0.01%#388$1.36亿195.8万股$1.23亿191.8万股+4.0万股+2.07%加仓
LPL金融LPL Financial LLC
0.02%0.02%#261$7,405.9万106.6万股$7,620.7万118.4万股-11.9万股-10.02%减仓
Worth Asset Management, LLC
16.51%16.55%#1$5,161.5万74.3万股$4,440.0万69.0万股+5.3万股+7.64%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#379$4,631.3万66.8万股$4,104.0万65.0万股+1.8万股+2.77%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#376$4,073.8万58.6万股$3,791.1万58.9万股-2,972股-0.50%减仓
梅西罗金融投资管理Mesirow Financial Investment Management, Inc.
0.62%0.59%#33$3,931.9万56.6万股$3,623.6万56.3万股+2,633股+0.47%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#329$3,912.2万56.3万股$3,330.9万51.8万股+4.5万股+8.75%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#392$3,648.2万52.5万股$2,753.4万42.8万股+9.7万股+22.74%加仓
ASPIRIANT, LLC
0.88%0.93%#23$3,581.7万51.5万股$3,278.1万50.9万股+5,921股+1.16%加仓
Consilium Wealth Advisory, LLC
9.46%9.26%#4$3,187.5万45.9万股$2,715.0万42.2万股+3.7万股+8.71%加仓
JIM SAULNIER & ASSOCIATES, LLC
12.68%12.91%#2$3,151.3万45.3万股$2,652.9万41.2万股+4.1万股+9.98%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.28%0.28%#67$2,705.4万38.9万股$2,277.3万35.4万股+3.5万股+10.00%加仓
Focus Partners财富Focus Partners Wealth
0.02%0.02%#234$2,339.4万33.7万股$2,203.4万34.2万股-5,805股-1.70%减仓
Lebenthal Global Advisors, LLC
3.04%2.99%#9$2,254.9万32.4万股$2,059.1万32.0万股+4,455股+1.39%加仓
Madrid Financial Services
11.25%10.34%#3$2,125.2万30.6万股$1,751.9万27.2万股+3.4万股+12.31%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#369$2,085.4万30.0万股$1,787.0万27.8万股+2.2万股+8.05%加仓
AssetMarkASSETMARK, INC
0.03%0.04%#215$2,015.1万29.0万股$1,841.5万28.6万股+3,773股+1.32%加仓
BSW Wealth Partners
2.14%1.98%#13$1,924.9万27.7万股$1,619.4万25.2万股+2.5万股+10.06%加仓
Waverly顾问Waverly Advisors, LLC
0.1%0.12%#146$1,714.8万24.7万股$1,643.7万25.5万股-8,707股-3.41%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#348$1,679.9万24.2万股$1,487.0万23.1万股+1.1万股+4.60%加仓
Cambridge Investment Research Advisors, Inc.
0.04%0.04%#211$1,584.5万22.8万股$1,380.3万21.5万股+1.3万股+6.29%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.01%#258$1,507.1万21.7万股$946.7万14.7万股+7.0万股+47.39%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#397$1,303.1万18.8万股$1,352.2万21.0万股-2.3万股-10.77%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#292$1,278.7万18.4万股$1,152.7万17.9万股+4,855股+2.71%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#288$1,238.6万17.8万股$1,037.2万16.1万股+1.7万股+10.58%加仓
Phil A. Younker & Associates, Ltd.
7.4%7.57%#5$1,098.0万15.8万股$1,135.6万17.6万股-1.8万股-10.47%减仓
Creative Planning财富管理Creative Planning
0.01%0.01%#335$1,008.8万14.5万股$813.1万12.6万股+1.9万股+14.88%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.11%0.12%#130$1,000.3万14.4万股$1,007.8万15.7万股-1.3万股-8.10%减仓
LODESTAR PRIVATE ASSET MANAGEMENT LLC
0.83%0.8%#24$961.3万13.8万股$812.7万12.6万股+1.2万股+9.51%加仓
Ellenbecker Investment Group
1.36%1.27%#20$940.2万14.6万股$940.2万14.6万股00.00%持仓不变
TRUE Private Wealth Advisors
0.74%0.76%#29$852.1万12.3万股$793.8万12.3万股-750股-0.61%减仓
HANOVER ADVISORS INC
3.04%1.77%#10$843.6万12.1万股$435.4万6.8万股+5.4万股+79.40%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.03%#228$799.5万11.5万股$723.2万11.2万股+2,648股+2.36%加仓
One 资本管理One Capital Management, LLC
0.22%0.22%#84$795.0万12.4万股$795.0万12.4万股00.00%持仓不变
EIGHT 31 FINANCIAL, LLC
4.61%4.28%#6$775.8万11.2万股$708.6万11.0万股+1,509股+1.37%加仓
Hopwood Nicholas Hunter
2.09%#14$761.9万11.0万股$00股+11.0万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#395$734.2万10.6万股$600.7万9.3万股+1.2万股+13.17%加仓
Legacy Wealth Partners, LLC
1.54%1.55%#19$681.2万9.8万股$619.4万9.6万股+1,757股+1.83%加仓
Strategic Family Wealth Counselors, L.L.C.
1.56%1.6%#18$671.9万9.7万股$608.0万9.4万股+2,184股+2.31%加仓
Cogent Private Wealth, Inc.
3.84%5.03%#7$614.5万8.8万股$696.5万10.8万股-2.0万股-18.31%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#317$614.3万8.8万股$502.6万7.8万股+1.0万股+13.17%加仓
Prosperity Consulting 集团Prosperity Consulting Group, LLC
0.23%0.23%#82$607.6万8.7万股$524.3万8.1万股+5,954股+7.31%加仓
Wealth Forward, LLC
3%3.11%#11$603.4万8.7万股$551.6万8.6万股+1,097股+1.28%加仓
Weaver Consulting Group
1.23%1.26%#21$597.6万8.6万股$527.4万8.2万股+4,024股+4.91%加仓
UNIQUE WEALTH, LLC
0.67%0.82%#32$574.1万8.3万股$595.2万9.2万股-9,882股-10.68%减仓
RWA财富合伙人RWA WEALTH PARTNERS, LLC
0.05%0.04%#188$569.5万8.2万股$370.4万5.8万股+2.4万股+42.35%加仓
VIEWPOINT INVESTMENT PARTNERS CORP
1.96%2.39%#16$568.2万5.8万股$516.0万5.8万股00.00%持仓不变
Reyes Financial Architecture, Inc.
3.17%0.17%#8$565.2万8.1万股$21.0万3,266股+7.8万股+2,389.90%加仓
FIRST FOUNDATION 顾问FIRST FOUNDATION ADVISORS
0.2%0.19%#95$550.8万7.9万股$483.9万7.5万股+4,063股+5.40%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.05%0.01%#189$541.5万7.8万股$118.3万1.8万股+6.0万股+323.76%加仓

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