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ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF

BALI
持有机构数
177
机构合计市值 (Q2 2026)
$9.50亿
机构合计股数 (Q2 2026)
2,813.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+892.5万股
143 · 46 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-127.7万股
32 · 10 清仓 · ≈
⚖️ 净额
+764.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$9.50亿
持有机构数
177
新买入
46
加仓
97
减仓
22
清仓
10
持股不变
12
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
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.03%0.02%#82$1.16亿341.4万股$5,732.8万186.1万股+155.3万股+83.49%加仓
LPL金融LPL Financial LLC
0.02%0.01%#89$9,951.1万294.1万股$5,646.8万183.3万股+110.9万股+60.49%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#103$6,902.9万204.0万股$6,376.9万207.3万股-3.3万股-1.58%减仓
富达投资FMR LLC
<0.01%<0.01%#134$6,150.9万181.8万股$7,063.2万229.3万股-47.4万股-20.69%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#128$6,061.4万179.2万股$3,737.2万121.3万股+57.9万股+47.71%加仓
Cetera投资顾问Cetera Investment Advisers
0.04%0.02%#73$4,153.9万122.8万股$1,969.3万63.9万股+58.9万股+92.10%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#120$3,583.2万105.9万股$2,724.3万88.4万股+17.5万股+19.78%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.02%#95$3,456.0万102.2万股$2,837.1万92.1万股+10.1万股+10.94%加仓
FUKOKU MUTUAL LIFE INSURANCE CO
1.45%0.74%#5$2,493.3万73.7万股$1,127.6万36.6万股+37.1万股+101.37%加仓
Avior Wealth Management, LLC
0.65%0.62%#14$2,195.5万71.3万股$2,195.5万71.3万股00.00%持仓不变
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.02%#84$2,130.9万63.0万股$1,492.4万48.4万股+14.6万股+30.04%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.01%#83$2,068.2万61.1万股$949.9万30.8万股+30.3万股+98.29%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#144$2,062.3万61.3万股$1,356.5万45.2万股+16.1万股+35.76%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.09%0.05%#53$1,923.5万56.9万股$837.5万27.2万股+29.7万股+109.17%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#146$1,901.1万56.2万股$977.5万30.8万股+25.4万股+82.47%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.17%0.18%#38$1,773.7万52.4万股$1,615.4万52.4万股00.00%持仓不变
AssetMarkASSETMARK, INC
0.02%0.02%#86$1,414.0万41.8万股$840.4万27.3万股+14.5万股+53.22%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#131$1,125.6万33.3万股$39.1万1.3万股+32.0万股+2,522.96%加仓
Patriot Financial Group Insurance Agency, LLC
1.12%1.06%#7$1,087.4万32.1万股$1,887.7万61.3万股-29.1万股-47.54%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.01%#91$1,072.7万31.7万股$481.4万15.6万股+16.1万股+102.94%加仓
Granite Bay Wealth Management, LLC
0.97%2.02%#9$1,051.4万31.1万股$947.2万30.7万股+3,387股+1.10%加仓
Decker Wealth Management LLC
2.2%#2$1,038.1万30.7万股$00股+30.7万股新买入
Arax顾问Arax Advisory Partners
0.07%<0.01%#60$1,027.1万30.4万股$15.8万5,122股+29.8万股+5,827.41%加仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.1%0.1%#51$834.8万24.8万股$555.4万17.0万股+7.8万股+45.89%加仓
Equitable控股Equitable Holdings, Inc.
0.05%0.04%#68$819.3万24.2万股$579.3万18.3万股+5.9万股+32.44%加仓
SOUTHERN CAPITAL SERVICES INC /ADV
4.26%4.57%#1$759.3万22.4万股$710.6万23.1万股-6,204股-2.69%减仓
Next Level Private LLC
1.3%1.03%#6$662.4万19.6万股$454.3万14.7万股+4.8万股+32.78%加仓
Cornerstone Wealth Group, LLC
0.36%0.37%#20$611.2万18.1万股$576.5万17.8万股+2,462股+1.38%加仓
JB 资本JB Capital LLC
0.2%0.12%#36$569.6万16.8万股$308.2万10.0万股+6.8万股+68.33%加仓
Janney Montgomery Scott LLC
0.01%<0.01%#107$556.7万16.5万股$32.2万1.0万股+15.4万股+1,474.61%加仓
PARK AVENUE SECURITIES LLC
0.03%0.02%#76$539.4万15.9万股$256.7万8.3万股+7.6万股+91.38%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.02%0.02%#85$531.2万15.7万股$378.5万12.3万股+3.4万股+27.80%加仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.24%0.12%#30$482.8万14.3万股$219.5万7.1万股+7.1万股+100.30%加仓
Keeler Thomas Management LLC
1.46%#4$413.1万12.2万股$00股+12.2万股新买入
CreativeOne Wealth, LLC
0.08%0.06%#55$373.1万11.0万股$245.3万8.0万股+3.1万股+38.51%加仓
Triad Wealth Partners, LLC
0.22%0.21%#33$370.9万10.8万股$269.4万8.7万股+2.1万股+23.56%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#129$359.2万10.6万股$316.2万10.3万股+3,556股+3.46%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.07%#62$357.2万10.6万股$00股+10.6万股新买入
United Advisor Group, LLC
0.38%0.36%#19$357.2万10.6万股$292.1万9.5万股+1.1万股+11.35%加仓
瑞银资产管理(美洲)UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
<0.01%<0.01%#148$356.7万10.5万股$324.9万10.5万股00.00%持仓不变
Semus Wealth Partners LLC
1.51%1.48%#3$312.6万9.2万股$265.6万8.6万股+6,201股+7.19%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#102$297.6万8.8万股$102.4万3.3万股+5.5万股+164.85%加仓
Kelly Financial Services LLC
0.6%0.44%#16$279.4万8.3万股$180.5万5.8万股+2.4万股+41.25%加仓
BEACON FINANCIAL GROUP
0.25%0.19%#28$279.2万8.3万股$188.8万6.1万股+2.1万股+34.68%加仓
FIDUCIARY FINANCIAL ADVISORS
0.28%#25$276.0万8.2万股$00股+8.2万股新买入
DRIVE WEALTH MANAGEMENT, LLC
0.49%0.51%#18$273.1万8.1万股$239.5万7.8万股+2,983股+3.84%加仓
Flagship Private Wealth, LLC
0.93%0.73%#10$262.6万7.8万股$180.1万5.8万股+1.9万股+32.84%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#154$258.7万7.6万股$1.4万446股+7.6万股+17,044.62%加仓
3EDGE Asset Management, LP
0.11%#49$250.7万7.4万股$00股+7.4万股新买入
ARWA LLC
1.03%0.18%#8$247.5万7.3万股$35.4万1.1万股+6.2万股+550.59%加仓

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