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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 TRIWX
持有机构数
265
机构合计市值 (Q2 2026)
$38.29亿
机构合计股数 (Q2 2026)
3,643.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+196.2万股
114 · 40 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-536.9万股
114 · 28 清仓 · ≈
⚖️ 净额
-340.7万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$38.29亿
持有机构数
265
新买入
40
加仓
74
减仓
86
清仓
28
持股不变
65
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
TIAA-CREF个人与机构服务TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
3.57%3.65%#15$10.37亿985.9万股$9.49亿1,024.1万股-38.2万股-3.73%减仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
2.47%3.23%#20$5.16亿490.7万股$5.83亿629.6万股-138.8万股-22.05%减仓
第一公民银行信托FIRST CITIZENS BANK & TRUST CO
7.1%11.57%#6$4.75亿451.4万股$5.49亿592.8万股-141.4万股-23.85%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.05%0.07%#113$1.91亿181.6万股$2.48亿267.4万股-85.8万股-32.09%减仓
AE财富管理AE Wealth Management LLC
0.58%0.55%#33$1.24亿117.6万股$1.02亿110.3万股+7.3万股+6.61%加仓
Lido顾问Lido Advisors, LLC
0.26%0.27%#52$9,587.8万91.2万股$8,957.3万96.7万股-5.5万股-5.67%减仓
Proficio 资本合伙人Proficio Capital Partners LLC
2.62%#19$7,286.1万69.3万股$00股+69.3万股新买入
Clark资本管理集团Clark Capital Management Group, Inc.
0.32%0.39%#49$5,941.9万56.5万股$6,241.3万67.4万股-10.8万股-16.11%减仓
First Citizens Asset Management, Inc.
18.51%11.53%#1$5,790.5万55.1万股$2,055.1万31.6万股+23.4万股+74.08%加仓
Richard P Slaughter Associates Inc
10.58%9.79%#3$5,398.0万51.3万股$4,527.3万48.9万股+2.5万股+5.07%加仓
Wilmington Savings Fund Society, FSB
1.16%1.11%#29$5,177.4万49.2万股$4,676.6万50.5万股-1.2万股-2.44%减仓
LPL金融LPL Financial LLC
0.01%0.01%#149$5,082.5万48.3万股$5,366.6万57.9万股-9.6万股-16.54%减仓
SVB WEALTH LLC
3.17%4.89%#17$5,026.6万47.8万股$4,262.3万46.0万股+1.8万股+3.92%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#156$4,443.0万41.4万股$3,559.4万38.4万股+3.0万股+7.86%加仓
TIAA TRUST, NATIONAL ASSOCIATION
2.46%2.3%#21$4,152.9万39.5万股$3,786.4万40.9万股-1.4万股-3.35%减仓
瑞银集团UBS Group AG
0.01%<0.01%#172$3,955.2万37.6万股$3,272.2万35.3万股+2.3万股+6.52%加仓
Kingdom Financial Group LLC.
8.73%7.73%#4$3,416.1万32.5万股$2,701.8万29.2万股+3.3万股+11.42%加仓
斯特林资本管理Sterling Capital Management LLC
0.56%0.42%#36$3,325.3万31.6万股$2,191.9万23.7万股+8.0万股+33.69%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#214$3,031.4万28.8万股$2,604.6万28.7万股+1,166股+0.41%加仓
RTD Financial Advisors, Inc.
3.21%3.07%#16$2,943.2万28.0万股$2,502.0万27.0万股+9,889股+3.66%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#211$2,805.4万26.7万股$2,243.5万24.2万股+2.5万股+10.20%加仓
LifeWealth Investments, LLC
7.03%6.32%#7$2,628.7万25.0万股$2,118.0万22.9万股+2.1万股+9.37%加仓
Compton Wealth Advisory Group, LLC
5.12%5.09%#10$2,534.6万23.9万股$2,284.7万24.5万股-6,079股-2.48%减仓
JSF Financial, LLC
3.98%5.08%#13$2,518.3万23.9万股$2,592.9万28.0万股-4.0万股-14.41%减仓
Bryn Mawr Trust Advisors, LLC
1.09%1.09%#30$2,490.0万23.7万股$2,246.9万24.2万股-5,680股-2.34%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.17%0.22%#63$2,284.0万21.7万股$2,617.6万28.2万股-6.5万股-23.11%减仓
Waverly顾问Waverly Advisors, LLC
0.13%0.15%#73$2,280.0万21.7万股$1,946.4万21.0万股+6,775股+3.23%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#134$2,178.2万20.7万股$2,217.7万23.9万股-3.2万股-13.45%减仓
HOWARD BAILEY SECURITIES, LLC
7.95%7.27%#5$2,118.5万20.1万股$1,767.1万19.1万股+1.1万股+5.65%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#228$2,104.4万20.0万股$1,625.7万18.5万股+1.5万股+8.17%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.21%0.21%#58$1,909.8万18.2万股$1,691.9万18.3万股-963股-0.53%减仓
Private Advisor集团Private Advisor Group, LLC
0.09%0.08%#91$1,885.3万17.9万股$1,691.4万18.3万股-3,236股-1.77%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#173$1,856.3万17.7万股$1,846.8万19.9万股-2.3万股-11.42%减仓
NewEdge顾问NewEdge Advisors, LLC
0.05%0.06%#104$1,832.5万17.4万股$1,707.4万18.4万股-9,979股-5.42%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.08%0.08%#93$1,728.7万16.4万股$1,518.6万16.4万股+512股+0.31%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.24%0.22%#54$1,558.0万14.8万股$1,355.5万14.6万股+1,886股+1.29%加仓
Truist金融TRUIST FINANCIAL CORP
0.02%0.02%#139$1,494.8万14.2万股$1,361.7万14.7万股-4,800股-3.27%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#201$1,425.4万13.6万股$1,254.2万13.5万股+208股+0.15%加仓
Horst & Graben Wealth Management LLC
1.87%1.77%#24$1,418.5万13.4万股$1,291.9万13.1万股+2,706股+2.06%加仓
Montgomery Financial Services LLC
12.07%#2$1,389.0万13.2万股$00股+13.2万股新买入
信安证券PRINCIPAL SECURITIES, INC.
0.17%0.25%#64$1,379.6万13.1万股$1,697.7万18.3万股-5.2万股-28.39%减仓
Key Capital Management, INC
6.97%5.65%#8$1,354.1万12.9万股$854.9万9.2万股+3.7万股+39.59%加仓
One 资本管理One Capital Management, LLC
0.35%0.34%#43$1,240.8万13.4万股$1,240.8万13.4万股00.00%持仓不变
Simplicity Wealth,LLC
0.41%0.57%#40$1,226.5万11.7万股$1,003.9万10.8万股+8,300股+7.66%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#215$1,112.6万10.6万股$1,107.3万11.9万股-1.4万股-11.45%减仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#133$934.5万8.9万股$800.7万8.6万股+2,456股+2.84%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#154$893.7万8.5万股$933.5万10.1万股-1.6万股-15.64%减仓
Wall Capital Group, Inc.
6.72%#9$821.2万7.8万股$00股+7.8万股新买入
Veridan Wealth LLC
2.3%2.31%#22$675.8万6.4万股$623.6万6.7万股-3,035股-4.51%减仓
Legacy Advisory Services, LLC
4.7%4.45%#11$668.3万6.4万股$582.8万6.3万股+662股+1.05%加仓

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