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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 TRIBTH
持有机构数
313
机构合计市值 (Q2 2026)
$18.47亿
机构合计股数 (Q2 2026)
8,255.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+913.6万股
174 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-626.6万股
98 · 26 清仓 · ≈
⚖️ 净额
+287.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$18.47亿
持有机构数
313
新买入
25
加仓
149
减仓
72
清仓
26
持股不变
67
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
HM·佩森公司HM PAYSON & CO
1.96%2.19%#12$1.48亿661.1万股$1.52亿675.7万股-14.5万股-2.15%减仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#241$9,647.8万431.3万股$8,450.8万376.8万股+54.5万股+14.47%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#256$8,554.0万382.4万股$7,902.9万350.9万股+31.5万股+8.97%加仓
NorthCoast 资产管理NorthCoast Asset Management LLC
1.62%1.37%#14$7,292.3万326.0万股$5,915.8万263.7万股+62.2万股+23.60%加仓
GLOBALT Investments LLC / GA
2.22%2.4%#11$6,583.7万294.3万股$6,725.4万299.8万股-5.5万股-1.84%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.08%0.08%#124$6,014.8万268.9万股$5,535.0万246.8万股+22.1万股+8.96%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.27%0.23%#68$5,437.6万243.1万股$2,946.3万131.4万股+111.7万股+85.05%加仓
NewEdge顾问NewEdge Advisors, LLC
0.14%0.14%#101$4,563.4万204.0万股$3,907.2万174.2万股+29.8万股+17.11%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#216$4,528.0万202.4万股$4,264.1万190.1万股+12.3万股+6.47%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#231$4,455.5万199.2万股$5,587.4万249.1万股-49.9万股-20.04%减仓
LPL金融LPL Financial LLC
0.01%0.01%#221$4,299.5万192.2万股$4,062.4万181.1万股+11.1万股+6.12%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#215$3,961.9万177.1万股$4,204.7万187.5万股-10.4万股-5.52%减仓
瑞银集团UBS Group AG
<0.01%0.01%#253$3,791.5万169.5万股$3,812.3万170.0万股-4,717股-0.28%减仓
Brookstone资本管理Brookstone Capital Management
0.37%0.44%#51$3,735.6万167.0万股$3,858.0万172.0万股-5.0万股-2.91%减仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.19%0.2%#84$3,509.6万156.9万股$3,322.5万148.1万股+8.8万股+5.95%加仓
Arax顾问Arax Advisory Partners
0.23%#75$3,488.8万156.0万股$00股+156.0万股新买入
Stratos Wealth Advisors, LLC
1.9%1.77%#13$3,463.0万154.8万股$2,888.3万128.8万股+26.0万股+20.22%加仓
Connecticut 财富管理Connecticut Wealth Management, LLC
1.19%1.17%#21$3,207.8万143.4万股$2,781.8万124.0万股+19.4万股+15.62%加仓
Financial Advisory Corp
3.95%3.76%#8$2,979.6万133.2万股$2,704.3万120.6万股+12.6万股+10.47%加仓
Focus Partners财富Focus Partners Wealth
0.03%0.04%#171$2,715.7万121.4万股$3,152.0万140.5万股-19.1万股-13.61%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#301$2,645.5万118.3万股$1,510.7万67.4万股+50.9万股+75.59%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.24%0.27%#74$2,406.0万107.6万股$2,349.9万104.8万股+2.8万股+2.66%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.29%0.31%#64$2,194.2万98.1万股$2,112.4万94.2万股+3.9万股+4.15%加仓
资本投资顾问Capital Investment Advisors, LLC
0.26%0.3%#70$1,993.9万89.1万股$2,020.0万90.1万股-9,252股-1.03%减仓
Journey Advisory Group, LLC
1.46%1.67%#16$1,909.2万85.3万股$1,956.1万87.2万股-1.9万股-2.14%减仓
卡内基投资顾问Carnegie Investment Counsel
0.38%0.32%#50$1,880.8万84.1万股$1,647.6万73.5万股+10.6万股+14.46%加仓
MKT Advisors LLC
5.83%6.03%#3$1,875.5万84.0万股$1,799.2万80.4万股+3.6万股+4.52%加仓
OneAscent Financial Services LLC
0.89%0.99%#28$1,853.6万82.9万股$1,823.6万81.3万股+1.6万股+1.92%加仓
Denver PWM, LLC
6%5.95%#2$1,836.0万82.1万股$1,729.7万77.3万股+4.8万股+6.24%加仓
Asset Advisors Investment Management, LLC
1.54%1.59%#15$1,676.9万75.0万股$1,672.7万74.6万股+3,880股+0.52%加仓
TITLEIST ASSET MANAGEMENT, LLC
1.1%1.16%#23$1,637.6万73.2万股$1,539.5万68.6万股+4.6万股+6.66%加仓
Merit金融集团Merit Financial Group, LLC
0.1%0.2%#117$1,593.6万71.2万股$2,663.9万118.8万股-47.5万股-40.02%减仓
BIP Wealth, LLC
0.42%0.37%#45$1,490.0万66.6万股$915.8万40.8万股+25.8万股+63.14%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.02%0.02%#194$1,432.0万64.0万股$1,379.9万61.5万股+2.5万股+4.06%加仓
Krilogy Financial LLC
0.41%0.42%#46$1,403.2万62.7万股$1,315.8万58.7万股+4.0万股+6.85%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#283$1,361.0万60.8万股$1,336.4万59.6万股+1.3万股+2.12%加仓
MV CAPITAL MANAGEMENT, INC.
1.36%1.33%#19$1,357.7万60.5万股$1,357.7万60.5万股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#234$1,311.8万58.6万股$1,203.8万53.7万股+5.0万股+9.27%加仓
Wealth Management Strategies, Inc.
4.94%5.45%#4$1,263.3万56.5万股$1,205.0万53.7万股+2.8万股+5.12%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.02%0.01%#188$1,250.9万55.9万股$431.1万19.2万股+36.7万股+190.96%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.05%0.05%#138$1,119.8万50.1万股$962.3万42.9万股+7.2万股+16.67%加仓
SHELTON WEALTH MANAGEMENT, LLC
4.27%4.48%#6$1,089.1万48.7万股$1,023.7万45.6万股+3.0万股+6.68%加仓
Apella资本Apella Capital, LLC
0.14%0.14%#99$983.7万44.1万股$921.5万41.1万股+3.0万股+7.33%加仓
贝尔德金融集团Baird Financial Group, Inc.
0.01%0.01%#206$946.9万42.3万股$878.2万39.2万股+3.2万股+8.12%加仓
CHATHAM CAPITAL GROUP, INC.
1.17%1.36%#22$918.1万41.0万股$939.3万41.9万股-8,350股-1.99%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#213$897.9万40.1万股$839.1万37.4万股+2.7万股+7.31%加仓
Delta Wealth Advisors LLC
6.01%6.37%#1$841.5万37.6万股$836.5万37.3万股+3,251股+0.87%加仓
Hilltop Holdings Inc.
0.65%0.71%#34$839.7万37.5万股$784.9万35.0万股+2.5万股+7.27%加仓
EIGHT 31 FINANCIAL, LLC
4.84%4.82%#5$813.7万36.4万股$797.7万35.6万股+8,092股+2.28%加仓
Northstar Group, Inc.
1%1.03%#26$777.6万34.8万股$725.6万32.3万股+2.4万股+7.45%加仓

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