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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 TRIBTI
持有机构数
258
机构合计市值 (Q2 2026)
$14.76亿
机构合计股数 (Q2 2026)
6,666.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,019.6万股
171 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-506.5万股
66 · 20 清仓 · ≈
⚖️ 净额
+513.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$14.76亿
持有机构数
258
新买入
25
加仓
146
减仓
46
清仓
20
持股不变
41
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%#205$7,685.3万347.1万股$7,438.3万332.3万股+14.8万股+4.46%加仓
Focus Partners财富Focus Partners Wealth
0.08%0.08%#110$7,587.3万342.7万股$7,624.0万342.1万股+5,523股+0.16%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#202$6,768.5万305.7万股$6,075.1万272.6万股+33.1万股+12.13%加仓
Stratos Wealth Advisors, LLC
3.37%0.04%#8$6,130.7万276.9万股$66.3万3.0万股+273.9万股+9,210.97%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.07%0.08%#112$5,840.3万263.8万股$5,360.2万240.6万股+23.2万股+9.66%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#189$4,237.9万191.4万股$6,772.2万303.9万股-112.5万股-37.02%减仓
Arax顾问Arax Advisory Partners
0.28%#60$4,182.9万188.9万股$00股+188.9万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#172$4,034.9万182.2万股$4,339.9万194.8万股-12.5万股-6.43%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.18%0.14%#73$3,719.5万168.0万股$1,804.8万81.0万股+87.0万股+107.42%加仓
贝拉德公司BAILARD, INC.
0.65%0.7%#36$3,187.5万144.0万股$3,034.8万136.2万股+7.8万股+5.71%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#207$3,057.6万138.1万股$3,142.7万141.0万股-2.9万股-2.08%减仓
Brookstone资本管理Brookstone Capital Management
0.3%0.35%#58$3,040.5万137.3万股$3,019.2万135.5万股+1.8万股+1.36%加仓
Financial Advisory Corp
3.95%3.82%#7$2,982.7万134.7万股$2,751.1万123.5万股+11.3万股+9.12%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#188$2,967.3万134.0万股$2,830.8万127.0万股+7.0万股+5.50%加仓
Heartwood Wealth Advisors LLC
2.25%2.51%#11$2,891.9万130.6万股$2,878.7万129.2万股+1.4万股+1.11%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.15%0.16%#84$2,798.1万126.5万股$2,631.7万118.2万股+8.3万股+7.02%加仓
Asset Advisors Investment Management, LLC
2.47%2.58%#10$2,691.1万121.6万股$2,703.5万121.3万股+2,264股+0.19%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#245$2,643.7万119.4万股$1,509.8万67.8万股+51.7万股+76.24%加仓
HM·佩森公司HM PAYSON & CO
0.35%0.34%#51$2,623.0万118.5万股$2,334.9万104.8万股+13.7万股+13.06%加仓
LPL金融LPL Financial LLC
0.01%0.01%#194$2,458.0万111.0万股$2,319.6万104.1万股+6.9万股+6.65%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.23%0.26%#65$2,302.2万104.0万股$2,259.1万101.4万股+2.6万股+2.57%加仓
ATWOOD & PALMER INC
1.13%1.19%#19$2,124.1万95.9万股$2,102.2万94.3万股+1.6万股+1.69%加仓
Horizon Advisory Services, Inc.
8.6%10.28%#1$2,043.0万92.3万股$2,008.2万90.1万股+2.2万股+2.39%加仓
Journey Advisory Group, LLC
1.49%1.65%#14$1,945.5万87.9万股$1,939.6万87.0万股+8,322股+0.96%加仓
MKT Advisors LLC
5.77%5.98%#2$1,857.0万84.2万股$1,784.0万80.3万股+3.9万股+4.83%加仓
Baltimore-Washington Financial Advisors, Inc.
0.69%0.76%#34$1,837.1万83.0万股$1,764.2万79.2万股+3.8万股+4.81%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#214$1,780.6万80.5万股$1,789.0万80.3万股+1,882股+0.23%加仓
OneAscent Financial Services LLC
0.82%0.91%#30$1,717.2万77.6万股$1,684.1万75.6万股+2.0万股+2.63%加仓
Denver PWM, LLC
5.31%5.08%#4$1,623.8万73.4万股$1,477.3万66.6万股+6.9万股+10.32%加仓
Krilogy Financial LLC
0.42%0.43%#47$1,423.5万64.3万股$1,333.2万59.9万股+4.4万股+7.35%加仓
Legacy Private Trust Co.
0.71%0.75%#33$1,285.8万58.1万股$1,221.3万54.8万股+3.3万股+5.96%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#174$1,234.1万55.7万股$1,236.5万55.5万股+2,487股+0.45%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#163$1,211.1万54.7万股$1,281.4万57.5万股-2.8万股-4.88%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#229$1,199.1万54.2万股$2,096.1万94.1万股-39.9万股-42.43%减仓
Scissortail Wealth Management, LLC
2.24%2.32%#12$1,165.2万52.6万股$1,154.7万51.8万股+8,106股+1.56%加仓
Trust Co
1.02%1.06%#24$1,131.5万51.1万股$1,134.1万50.9万股+2,091股+0.41%加仓
Wealth Management Strategies, Inc.
4.38%4.79%#5$1,121.0万50.6万股$1,059.7万47.6万股+3.1万股+6.47%加仓
SHELTON WEALTH MANAGEMENT, LLC
4.26%4.47%#6$1,087.0万49.1万股$1,021.5万45.8万股+3.3万股+7.10%加仓
BIP Wealth, LLC
0.31%0.21%#57$1,080.6万48.8万股$512.4万23.0万股+25.8万股+112.25%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.14%0.13%#88$1,034.1万46.7万股$864.2万38.8万股+7.9万股+20.43%加仓
Carmel Capital Partners, LLC
3.31%2.34%#9$1,004.2万45.4万股$648.6万29.1万股+16.2万股+55.82%加仓
EIGHT 31 FINANCIAL, LLC
5.64%5.61%#3$948.6万42.8万股$929.6万41.7万股+1.1万股+2.71%加仓
MV CAPITAL MANAGEMENT, INC.
0.93%0.91%#27$931.1万41.8万股$931.1万41.8万股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#198$883.7万39.9万股$722.7万32.4万股+7.5万股+23.08%加仓
TITLEIST ASSET MANAGEMENT, LLC
0.59%0.94%#38$881.4万39.8万股$1,245.3万55.9万股-16.1万股-28.76%减仓
NewEdge顾问NewEdge Advisors, LLC
0.03%0.03%#151$868.6万39.2万股$779.9万35.0万股+4.2万股+12.10%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#175$866.4万39.1万股$858.3万38.5万股+6,128股+1.59%加仓
Snowden Capital 顾问Snowden Capital Advisors LLC
0.2%0.23%#70$838.8万37.9万股$852.1万38.2万股-3,538股-0.93%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.04%0.04%#134$773.6万34.9万股$690.0万31.0万股+4.0万股+12.84%加仓
Northstar Group, Inc.
0.99%1.02%#25$771.9万34.9万股$720.4万32.3万股+2.5万股+7.84%加仓

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