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 TRIEV
持有机构数
285
机构合计市值 (Q2 2026)
$7.79亿
机构合计股数 (Q2 2026)
1,057.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+52.2万股
100 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-182.6万股
131 · 27 清仓 · ≈
⚖️ 净额
-130.3万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.79亿
持有机构数
285
新买入
25
加仓
75
减仓
104
清仓
27
持股不变
81
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
摩根士丹利MORGAN STANLEY
0.01%0.01%#150$1.58亿216.4万股$1.32亿201.2万股+15.2万股+7.56%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%0.01%#185$8,341.4万115.2万股$8,040.0万122.1万股-6.9万股-5.63%减仓
瑞银集团UBS Group AG
0.01%0.01%#155$6,074.1万83.4万股$5,627.2万82.8万股+5,529股+0.67%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#165$3,670.1万50.4万股$3,361.1万49.5万股+9,071股+1.83%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#226$2,550.9万35.0万股$2,496.6万36.7万股-1.7万股-4.71%减仓
DEUTSCHE 银行 AG\DEUTSCHE BANK AG\
0.01%0.01%#164$2,049.4万28.1万股$1,925.4万28.3万股-2,090股-0.74%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#205$2,008.2万27.6万股$2,032.4万29.9万股-2.3万股-7.85%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#184$1,953.9万26.8万股$1,758.9万25.9万股+9,322股+3.60%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#199$1,461.3万20.1万股$1,338.6万19.7万股+3,556股+1.80%加仓
Willis Johnson & Associates, Inc.
0.79%0.79%#14$1,411.0万19.4万股$1,351.1万19.9万股-5,180股-2.60%减仓
安联资产管理Allianz Asset Management GmbH
0.01%0.01%#139$1,270.5万18.7万股$1,270.5万18.7万股00.00%持仓不变
DZ 银行 AG Deutsche Zentral Genossenschafts 银行 Frankfurt am MainDZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
0.01%0.01%#151$1,081.0万14.8万股$1,616.8万23.8万股-9.0万股-37.65%减仓
NEW WAVE WEALTH ADVISORS LLC
2.71%3.12%#4$994.5万13.7万股$899.0万13.2万股+4,190股+3.17%加仓
GFS Advisors, LLC
1.02%#9$970.3万2,383股$00股+2,383股新买入
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.04%0.06%#97$842.3万11.6万股$784.2万11.5万股+196股+0.17%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.04%0.04%#100$815.9万11.2万股$792.8万11.7万股-4,682股-4.01%减仓
One Wealth Advisors, LLC
0.84%0.9%#13$761.4万10.5万股$723.0万10.6万股-1,908股-1.79%减仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.06%0.07%#84$709.4万9.7万股$680.3万10.0万股-2,754股-2.75%减仓
Karpus Management, Inc.
0.2%0.24%#50$680.8万9.3万股$764.7万11.3万股-1.9万股-16.97%减仓
TRIGLAV INVESTMENTS, D.O.O.
0.07%0.07%#78$608.9万8.4万股$568.1万8.4万股-31股-0.04%减仓
FPC INVESTMENT ADVISORY, INC.
2.84%2.96%#3$601.1万8.3万股$594.0万8.3万股-310股-0.37%减仓
Nvest Financial, LLC
1.84%1.89%#5$583.2万8.0万股$506.8万7.5万股+5,457股+7.32%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#179$549.8万7.5万股$486.5万7.2万股+3,860股+5.39%加仓
Barry Investment Advisors, LLC
0.91%0.93%#12$432.7万5.9万股$422.5万6.2万股-2,792股-4.49%减仓
苏黎世保险集团Zurich Insurance Group Ltd/FI
0.03%#110$432.0万5.9万股$00股+5.9万股新买入
Aptus资本顾问Aptus Capital Advisors, LLC
0.03%0.03%#111$420.9万5.8万股$358.7万5.3万股+4,977股+9.43%加仓
Arrow Investment Advisors, LLC
3.93%4.1%#2$405.9万5.6万股$385.0万5.7万股-956股-1.69%减仓
丰业资本SCOTIA CAPITAL INC.
0.02%0.01%#132$405.0万5.6万股$360.0万5.3万股+2,598股+4.90%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.02%0.02%#125$402.0万5.5万股$398.4万5.9万股-3,457股-5.90%减仓
Checchi Capital Advisers, LLC
0.17%0.89%#53$387.3万5.3万股$1,753.4万25.8万股-20.5万股-79.40%减仓
Synergy Asset Management, LLC
0.36%0.21%#28$378.4万5.2万股$196.9万2.9万股+2.3万股+79.21%加仓
Providence First Trust Co
1.04%1.18%#8$370.8万5.1万股$336.4万5.0万股+1,384股+2.80%加仓
TWIN FOCUS CAPITAL PARTNERS, LLC
0.38%0.46%#24$369.8万5.1万股$402.0万5.9万股-8,403股-14.20%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#239$367.7万5.0万股$337.5万5.0万股+795股+1.60%加仓
Keebeck Wealth Management
0.35%0.37%#30$354.9万4.9万股$331.7万4.9万股-105股-0.22%减仓
Dorsey Wright & Associates
0.6%0.76%#17$354.2万4.9万股$610.3万9.0万股-4.1万股-45.88%减仓
Institute for Wealth Management, LLC.
0.29%0.32%#40$326.7万4.5万股$304.9万4.5万股-32股-0.07%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#163$317.7万4.4万股$258.6万3.8万股+5,542股+14.56%加仓
PARK AVENUE SECURITIES LLC
0.02%0.02%#122$313.1万4.3万股$296.0万4.4万股-589股-1.35%减仓
CIBC资产管理CIBC Asset Management Inc
0.01%0.01%#162$299.1万4.1万股$398.1万5.9万股-1.8万股-29.94%减仓
Obermeyer Wealth 合伙人Obermeyer Wealth Partners
0.12%0.13%#64$296.8万4.1万股$274.0万4.0万股+402股+1.00%加仓
Ashton Thomas Private Wealth, LLC
0.06%0.07%#82$295.7万4.1万股$276.4万4.1万股-93股-0.23%减仓
KM Capital Management Ltd.
1.37%#6$290.9万4.0万股$00股+4.0万股新买入
Creative Planning财富管理Creative Planning
<0.01%<0.01%#225$284.4万3.9万股$237.2万3.5万股+4,129股+11.83%加仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#217$274.7万3.8万股$250.3万3.7万股+876股+2.38%加仓
Vise科技Vise Technologies, Inc.
0.03%0.04%#107$272.6万3.7万股$184.4万2.7万股+1.1万股+39.23%加仓
Savvy Advisors, Inc.
0.05%0.07%#89$252.9万3.5万股$276.4万4.1万股-5,976股-14.69%减仓
TriCert Investment Counsel Inc.
0.22%#45$234.1万3.2万股$00股+3.2万股新买入
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#267$229.6万3.2万股$1,331.7万19.6万股-16.4万股-83.92%减仓
ShoreHaven Wealth Partners, LLC
0.68%0.74%#16$216.6万3.0万股$206.8万3.0万股-705股-2.32%减仓

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