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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 TRIGRO
持有机构数
223
机构合计市值 (Q2 2026)
$8.14亿
机构合计股数 (Q2 2026)
925.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+45.8万股
112 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-57.4万股
83 · 21 清仓 · ≈
⚖️ 净额
-11.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.14亿
持有机构数
223
新买入
25
加仓
87
减仓
62
清仓
21
持股不变
49
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%#153$7,346.0万83.5万股$6,411.8万80.5万股+3.1万股+3.81%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#149$6,814.1万77.5万股$6,340.1万75.7万股+1.8万股+2.39%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.06%0.09%#69$5,514.7万62.7万股$6,161.2万73.5万股-10.8万股-14.73%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#112$4,289.1万48.8万股$3,845.6万45.9万股+2.9万股+6.26%加仓
LPL金融LPL Financial LLC
0.01%0.01%#125$4,253.1万48.4万股$4,025.1万48.0万股+3,204股+0.67%加仓
AJ Advisors, LLC
12.64%13.78%#1$4,067.1万46.3万股$3,715.2万44.4万股+1.9万股+4.29%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.04%0.05%#81$3,458.6万39.3万股$3,354.0万40.0万股-7,052股-1.76%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#180$2,006.2万22.7万股$1,552.8万19.1万股+3.7万股+19.18%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%0.01%#147$1,890.9万21.5万股$2,125.0万25.4万股-3.9万股-15.23%减仓
Janney Montgomery Scott LLC
0.03%0.04%#90$1,724.2万19.6万股$1,634.5万19.5万股+969股+0.50%加仓
Baltimore-Washington Financial Advisors, Inc.
0.64%0.66%#17$1,715.0万19.5万股$1,527.3万18.2万股+1.3万股+6.98%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.07%0.08%#65$1,518.0万17.3万股$1,399.7万16.7万股+5,548股+3.32%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#171$1,434.1万16.3万股$1,428.0万17.0万股-7,371股-4.32%减仓
FIFTH THIRD SECURITIES, INC.
0.79%0.84%#15$1,387.5万15.8万股$1,304.4万15.6万股+2,077股+1.33%加仓
Confluence Wealth Services, Inc.
0.36%0.47%#23$1,248.3万14.2万股$1,200.2万14.3万股-1,311股-0.92%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.06%0.06%#73$1,208.9万13.7万股$1,112.9万13.3万股+4,635股+3.49%加仓
Rothschild Wealth LLC
0.84%0.94%#13$1,051.7万12.0万股$1,043.6万12.5万股-4,972股-3.99%减仓
THRIVENT FINANCIAL FOR LUTHERANS
0.02%0.02%#108$1,027.8万11.7万股$979.9万11.7万股-97股-0.08%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#131$945.5万10.8万股$899.9万10.7万股+106股+0.10%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#188$899.4万10.2万股$1,213.0万14.5万股-4.3万股-29.36%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#177$883.5万10.0万股$787.7万9.4万股+6,448股+6.86%加仓
Lynx Investment Advisory
2.88%3.89%#5$877.7万10.0万股$814.3万9.7万股+2,600股+2.67%加仓
MAI资本管理MAI Capital Management
0.03%0.05%#91$871.2万9.9万股$798.4万9.5万股+3,770股+3.96%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.02%#107$829.2万9.4万股$787.1万9.4万股+344股+0.37%加仓
Concord Wealth Partners
0.91%0.99%#12$794.1万9.0万股$764.7万9.1万股-975股-1.07%减仓
TrueWealth Advisors, LLC
1.76%1.86%#6$779.3万8.9万股$739.7万8.8万股+325股+0.37%加仓
Concord Asset Management, LLC/VA
1.21%1.27%#9$778.8万8.9万股$751.6万9.0万股-1,152股-1.28%减仓
Atria投资Atria Investments, Inc
0.07%0.07%#61$747.4万8.5万股$667.9万8.0万股+5,275股+6.62%加仓
RIVER'S EDGE WEALTH MANAGEMENT, LLC
6.19%6.1%#2$703.0万7.8万股$650.2万7.5万股+3,404股+4.57%加仓
WealthPlan Investment Management, LLC
0.34%0.44%#24$679.0万7.7万股$784.2万9.4万股-1.6万股-17.52%减仓
贝拉德公司BAILARD, INC.
0.14%0.15%#43$675.9万7.7万股$631.0万7.5万股+1,538股+2.04%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#138$629.5万7.2万股$614.3万7.3万股-1,743股-2.38%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#124$625.9万7.1万股$564.2万6.7万股+3,818股+5.67%加仓
ADG Wealth Management Group, LLC
3.55%3.64%#3$559.8万6.4万股$526.8万6.3万股+785股+1.25%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#137$511.9万5.8万股$489.1万5.8万股-172股-0.29%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#168$490.4万5.6万股$406.2万5.0万股+5,819股+11.63%加仓
GHP Investment Advisors, Inc.
0.18%0.19%#38$484.5万5.5万股$470.9万5.6万股-1,124股-2.00%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#194$483.7万5.5万股$211.6万2.5万股+3.0万股+117.79%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#127$452.9万5.2万股$313.6万3.7万股+1.4万股+37.61%加仓
WealthPLAN Partners, LLC
0.8%1.08%#14$418.4万4.8万股$561.1万6.7万股-1.9万股-28.95%减仓
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.05%0.09%#80$404.6万4.5万股$486.9万5.7万股-1.2万股-21.44%减仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.04%0.04%#85$395.4万4.5万股$373.5万4.5万股+375股+0.84%加仓
MarinerMariner, LLC
<0.01%<0.01%#150$395.1万4.5万股$385.0万4.6万股-1,022股-2.22%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#166$390.9万4.4万股$552.2万6.6万股-2.1万股-32.55%减仓
Goepper Burkhardt LLC
1.13%1.03%#11$375.9万4.3万股$307.2万3.7万股+6,069股+16.55%加仓
McKinley Carter Wealth Services, Inc.
0.19%0.19%#36$368.0万4.2万股$323.2万3.9万股+3,275股+8.49%加仓
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC
0.47%0.53%#20$360.9万4.1万股$343.8万4.1万股00.00%持仓不变
Intrua Financial, LLC
0.32%0.34%#25$353.1万4.0万股$325.6万3.9万股+1,280股+3.29%加仓
Good Harbor Advisors, Inc.
3.38%3.48%#4$345.9万3.9万股$318.7万3.8万股+1,297股+3.41%加仓
BERKSHIRE ASSET MANAGEMENT LLC/PA
0.13%#44$338.2万3.8万股$00股+3.8万股新买入

🧭 机构资金流板块热力图

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