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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 TRAOA
持有机构数
419
机构合计市值 (Q2 2026)
$9.59亿
机构合计股数 (Q2 2026)
984.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+78.3万股
232 · 42 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-30.3万股
140 · 24 清仓 · ≈
⚖️ 净额
+48.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.59亿
持有机构数
419
新买入
42
加仓
190
减仓
116
清仓
24
持股不变
71
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
NorthStar Asset Management LLC /NJ/
38.52%1.07%#1$2.14亿219.4万股$222.3万219.4万股+2股+0.00%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.09%0.09%#139$5,970.6万61.2万股$4,926.1万55.7万股+5.5万股+9.89%加仓
LPL金融LPL Financial LLC
0.01%0.01%#305$2,411.6万24.7万股$2,756.4万31.1万股-6.4万股-20.67%减仓
AssetMarkASSETMARK, INC
0.04%0.04%#195$2,395.9万24.5万股$2,166.7万24.5万股+626股+0.26%加仓
JIM SAULNIER & ASSOCIATES, LLC
9.59%9.01%#2$2,384.3万24.4万股$1,851.7万20.9万股+3.5万股+16.74%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.2%0.19%#81$1,973.0万20.2万股$1,558.8万17.6万股+2.6万股+14.76%加仓
Ellenbecker Investment Group
2.76%2.58%#4$1,913.8万21.6万股$1,913.8万21.6万股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#336$1,802.0万18.5万股$1,722.6万19.5万股-1.0万股-5.16%减仓
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#208$1,505.0万15.4万股$1,328.9万15.0万股+4,033股+2.69%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#377$1,454.2万14.9万股$1,117.1万12.7万股+2.2万股+17.56%加仓
Waverly顾问Waverly Advisors, LLC
0.08%0.09%#144$1,419.5万14.5万股$1,230.0万13.9万股+6,446股+4.64%加仓
梅西罗金融投资管理Mesirow Financial Investment Management, Inc.
0.22%0.22%#76$1,385.6万14.2万股$1,347.6万15.2万股-1.0万股-6.78%减仓
LBMC INVESTMENT ADVISORS, LLC
0.66%0.68%#22$1,223.2万12.5万股$1,118.7万12.6万股-1,091股-0.86%减仓
THRIVENT FINANCIAL FOR LUTHERANS
0.02%0.02%#248$1,086.8万11.1万股$939.5万10.6万股+5,180股+4.88%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
0.12%0.11%#121$1,061.6万10.9万股$852.2万9.6万股+1.2万股+12.94%加仓
PATTON ALBERTSON MILLER GROUP, LLC
1.05%1.18%#13$1,052.5万10.8万股$991.9万11.2万股-4,254股-3.79%减仓
Hopwood Nicholas Hunter
2.77%#3$1,008.9万10.3万股$00股+10.3万股新买入
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#381$1,002.0万10.3万股$948.1万10.7万股-4,475股-4.18%减仓
Western 财富管理Western Wealth Management, LLC
0.29%0.29%#58$884.5万9.1万股$752.5万8.5万股+5,589股+6.57%加仓
Prosperity Consulting 集团Prosperity Consulting Group, LLC
0.32%0.33%#46$835.7万8.6万股$730.7万8.3万股+3,055股+3.70%加仓
CX Institutional
0.23%0.07%#72$807.2万8.3万股$243.1万2.7万股+5.5万股+200.98%加仓
Consilium Wealth Advisory, LLC
2.37%2.12%#6$798.0万8.2万股$622.4万7.0万股+1.1万股+16.24%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#279$772.0万7.9万股$662.0万7.5万股+4,283股+5.72%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#288$729.0万7.5万股$490.8万5.5万股+1.9万股+34.67%加仓
Legacy Financial Group LLC
0.8%0.83%#17$712.2万7.3万股$658.0万7.4万股-1,387股-1.87%减仓
港湾投资HARBOUR INVESTMENTS, INC.
0.09%0.1%#137$687.6万7.0万股$615.7万7.0万股+883股+1.27%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#366$684.5万7.0万股$608.4万6.9万股+1,389股+2.02%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#395$657.4万6.8万股$514.6万6.0万股+7,837股+13.13%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#349$617.8万6.3万股$635.2万7.2万股-8,485股-11.82%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#303$614.1万6.3万股$548.4万6.2万股+949股+1.53%加仓
Clearstead顾问Clearstead Advisors, LLC
0.06%0.05%#175$600.0万6.1万股$544.8万6.2万股-85股-0.14%减仓
Weaver Consulting Group
1.23%1.14%#11$598.9万6.1万股$480.3万5.4万股+7,084股+13.05%加仓
Strategic Blueprint, LLC
0.29%0.24%#57$582.1万6.0万股$410.4万4.6万股+1.3万股+28.59%加仓
WEALTH ALLIANCE, LLC
0.49%0.53%#31$579.7万5.9万股$532.8万6.0万股-815股-1.35%减仓
UNIQUE WEALTH, LLC
0.66%0.77%#23$563.9万5.8万股$556.5万6.3万股-5,112股-8.13%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#247$531.9万5.4万股$485.2万5.5万股-336股-0.61%减仓
Geo 财富管理GeoWealth Management, LLC
0.16%0.19%#99$504.9万5.2万股$530.1万6.0万股-8,181股-13.66%减仓
Legacy Wealth Partners, LLC
1.12%1.11%#12$496.1万5.1万股$443.5万5.0万股+705股+1.41%加仓
Fort Henry Capital, LLC
2.69%2.64%#5$488.0万5.0万股$436.5万4.9万股+678股+1.37%加仓
HANOVER ADVISORS INC
1.75%1.03%#7$485.4万5.0万股$253.6万2.9万股+2.1万股+73.53%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.04%0.04%#205$473.2万4.8万股$432.0万4.9万股-42股-0.09%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#385$459.4万4.7万股$407.0万4.6万股+1,084股+2.36%加仓
SteelPeak Wealth, LLC
0.12%0.12%#120$453.8万4.6万股$397.7万4.5万股+1,560股+3.47%加仓
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
0.06%0.07%#170$407.0万4.2万股$379.3万4.3万股-1,162股-2.71%减仓
共同顾问Mutual Advisors, LLC
0.08%0.08%#153$399.6万4.1万股$354.0万4.0万股+934股+2.33%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#394$394.3万4.0万股$104.4万1.2万股+2.9万股+242.34%加仓
Redhawk Wealth Advisors, Inc.
0.39%0.33%#39$393.7万4.0万股$295.5万3.3万股+6,947股+20.81%加仓
Westmount Partners, LLC
0.81%0.81%#16$372.3万3.8万股$329.5万3.7万股+915股+2.46%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#275$360.0万3.7万股$348.8万3.9万股-2,536股-6.43%减仓
Wealth Forward, LLC
1.7%1.39%#8$342.0万3.5万股$246.5万2.8万股+7,187股+25.80%加仓

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