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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 TRIBMQ
持有机构数
195
机构合计市值 (Q2 2026)
$5.58亿
机构合计股数 (Q2 2026)
2,180.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+168.6万股
107 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-111.6万股
52 · 11 清仓 · ≈
⚖️ 净额
+57.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.58亿
持有机构数
195
新买入
21
加仓
86
减仓
41
清仓
11
持股不变
47
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
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#148$6,511.8万254.6万股$6,126.2万240.0万股+14.6万股+6.09%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.07%0.08%#76$5,278.7万206.4万股$5,248.6万205.6万股+7,742股+0.38%加仓
Clearstead顾问Clearstead Advisors, LLC
0.24%0.23%#35$2,586.9万101.1万股$2,517.1万98.6万股+2.5万股+2.57%加仓
HighTower顾问HighTower Advisors, LLC
0.02%0.02%#113$1,944.1万76.0万股$2,056.6万80.6万股-4.6万股-5.65%减仓
美国合众银行US BANCORP \DE\
0.02%0.02%#109$1,866.5万73.0万股$1,845.8万72.3万股+6,694股+0.93%加仓
Heartwood Wealth Advisors LLC
1.23%1.23%#5$1,580.2万61.8万股$1,406.4万55.1万股+6.7万股+12.14%加仓
LBMC INVESTMENT ADVISORS, LLC
0.8%0.87%#9$1,478.5万57.8万股$1,428.9万56.0万股+1.8万股+3.27%加仓
Lido顾问Lido Advisors, LLC
0.04%0.04%#89$1,408.6万55.1万股$1,427.2万55.9万股-8,351股-1.49%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#155$1,390.8万54.4万股$1,354.2万53.0万股+1.3万股+2.50%加仓
NewEdge顾问NewEdge Advisors, LLC
0.04%0.05%#84$1,361.7万53.2万股$1,259.3万49.3万股+3.9万股+7.92%加仓
Hills Bank & Trust Co
0.51%0.49%#17$1,188.5万46.5万股$1,015.9万39.8万股+6.7万股+16.76%加仓
HENGEHOLD CAPITAL MANAGEMENT LLC
0.92%0.9%#6$1,181.5万46.2万股$1,029.7万40.3万股+5.9万股+14.51%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#153$1,138.6万44.5万股$1,086.7万42.6万股+1.9万股+4.57%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#165$1,117.6万43.7万股$1,012.1万39.6万股+4.0万股+10.21%加仓
Kathmere Capital Management, LLC
0.55%0.48%#16$1,031.2万40.3万股$782.3万30.6万股+9.7万股+31.56%加仓
Covington Investment Advisors Inc.
1.32%1.45%#3$1,029.1万40.2万股$987.1万38.7万股+1.6万股+4.05%加仓
Paradiem, LLC
2.18%2.22%#1$1,011.6万39.5万股$1,009.6万39.5万股00.00%持仓不变
HOWLAND 资本管理HOWLAND CAPITAL MANAGEMENT LLC
0.35%0.42%#24$960.0万37.5万股$1,055.5万41.3万股-3.8万股-9.23%减仓
Praetorian Wealth Management, Inc.
1.34%1.47%#2$773.9万30.3万股$775.9万30.4万股-1,356股-0.45%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#149$770.8万30.1万股$762.5万29.9万股+2,654股+0.89%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.1%0.1%#63$762.4万29.8万股$694.9万27.2万股+2.6万股+9.51%加仓
Stratos Wealth Advisors, LLC
0.4%0.41%#21$727.7万28.4万股$664.4万26.0万股+2.4万股+9.30%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#183$696.5万27.2万股$953.0万37.2万股-9.9万股-26.74%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#162$682.7万26.7万股$463.3万18.1万股+8.5万股+47.06%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.03%0.03%#102$511.0万20.0万股$386.7万15.1万股+4.8万股+31.88%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.03%0.03%#98$479.7万18.8万股$433.7万17.0万股+1.8万股+10.40%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#175$471.1万18.4万股$477.3万18.7万股-2,813股-1.50%减仓
Cyndeo Wealth Partners, LLC
0.21%0.22%#38$459.2万18.0万股$416.2万16.3万股+1.7万股+10.12%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%0.01%#150$449.6万17.6万股$572.7万22.4万股-4.9万股-21.64%减仓
Sound View Wealth Advisors Group, LLC
0.26%0.28%#33$421.7万16.5万股$410.8万16.1万股+3,942股+2.45%加仓
中央信托CENTRAL TRUST Co
0.07%0.08%#74$394.1万15.4万股$412.5万16.2万股-7,508股-4.65%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.02%0.02%#118$363.5万14.2万股$361.7万14.2万股+445股+0.31%加仓
LEAVELL INVESTMENT MANAGEMENT, INC.
0.12%0.13%#52$339.1万13.3万股$328.2万12.9万股+4,000股+3.11%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#174$325.4万12.7万股$323.6万12.7万股+439股+0.35%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#178$324.5万12.7万股$252.8万9.9万股+2.8万股+28.11%加仓
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
0.03%0.04%#100$316.6万12.4万股$313.5万12.3万股+962股+0.78%加仓
Quantum Financial Advisors, LLC
0.27%0.46%#32$315.0万12.3万股$409.3万16.0万股-3.7万股-23.19%减仓
Cypress Point Wealth Management, LLC
0.62%0.66%#14$305.8万12.0万股$305.2万12.0万股00.00%持仓不变
AssetMarkASSETMARK, INC
0.01%<0.01%#142$302.7万11.8万股$240.9万9.4万股+2.4万股+25.37%加仓
SONATA CAPITAL GROUP INC
0.86%0.97%#8$267.2万10.4万股$264.1万10.3万股+982股+0.95%加仓
Atwater Malick LLC
0.57%0.69%#15$259.9万10.2万股$254.9万10.0万股+1,770股+1.77%加仓
Parkway Wealth Management Group, LLC
0.3%0.32%#26$256.8万10.0万股$249.4万9.8万股+2,632股+2.69%加仓
TITLEIST ASSET MANAGEMENT, LLC
0.17%#42$254.0万9.9万股$00股+9.9万股新买入
Valmark顾问Valmark Advisers, Inc.
0.02%0.02%#104$224.5万8.8万股$199.6万7.8万股+9,588股+12.26%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#152$224.1万8.8万股$215.2万8.4万股+3,281股+3.89%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#156$223.6万8.7万股$225.6万8.8万股-937股-1.06%减仓
顶峰金融Summit Financial, LLC
0.02%0.01%#103$221.8万8.7万股$96.1万3.8万股+4.9万股+130.30%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#146$211.3万8.3万股$00股+8.3万股新买入
SPINNAKER TRUST
0.1%0.11%#62$206.5万8.1万股$191.1万7.5万股+5,869股+7.84%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.01%#132$201.0万7.9万股$199.7万7.8万股+364股+0.47%加仓

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