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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 TRIMTM
持有机构数
233
机构合计市值 (Q2 2026)
$33.77亿
机构合计股数 (Q2 2026)
6,377.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+573.0万股
135 · 34 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-152.3万股
91 · 31 清仓 · ≈
⚖️ 净额
+420.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$33.77亿
持有机构数
233
新买入
34
加仓
101
减仓
60
清仓
31
持股不变
38
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
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
1.72%1.71%#17$13.78亿2,583.8万股$11.53亿2,400.8万股+183.0万股+7.62%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
1.16%1.27%#25$7.04亿1,342.8万股$5.82亿1,198.0万股+144.9万股+12.09%加仓
里霍尔茨财富管理RITHOLTZ WEALTH MANAGEMENT
1.45%1.44%#21$9,734.2万182.5万股$8,272.5万172.3万股+10.3万股+5.95%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#156$8,290.3万155.5万股$5,227.1万109.2万股+46.3万股+42.40%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.03%0.03%#106$6,216.9万116.6万股$5,292.9万110.2万股+6.4万股+5.76%加仓
Symmetry Partners, LLC
2.58%2.52%#10$5,058.8万94.9万股$4,409.4万91.8万股+3.0万股+3.31%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#136$4,074.9万76.4万股$3,198.8万67.2万股+9.2万股+13.66%加仓
富达投资FMR LLC
<0.01%<0.01%#179$4,030.2万75.6万股$3,345.6万69.7万股+5.9万股+8.47%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#167$3,966.9万74.4万股$3,516.1万73.2万股+1.2万股+1.59%加仓
嘉信理财CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#149$3,912.5万73.4万股$3,599.9万75.0万股-1.6万股-2.14%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#134$3,586.5万67.3万股$2,909.6万60.6万股+6.7万股+10.99%加仓
MarinerMariner, LLC
0.04%0.03%#104$3,547.2万66.5万股$2,974.7万61.9万股+4.6万股+7.37%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#154$3,514.5万65.9万股$2,893.3万60.3万股+5.6万股+9.38%加仓
Acropolis Investment Management, LLC
1.35%1.34%#23$3,028.7万63.1万股$3,040.2万63.3万股-2,397股-0.38%减仓
大谷顾问集团GREAT VALLEY ADVISOR GROUP, INC.
0.46%0.42%#39$2,924.9万54.8万股$2,289.8万47.7万股+7.2万股+15.02%加仓
Janney Montgomery Scott LLC
0.05%0.06%#99$2,584.9万48.5万股$2,299.4万47.9万股+5,857股+1.22%加仓
Armbruster Capital Management, Inc.
3.66%3.56%#7$2,455.3万46.0万股$2,175.0万45.3万股+7,464股+1.65%加仓
LPL金融LPL Financial LLC
0.01%0.01%#147$2,441.5万45.8万股$1,936.6万40.3万股+5.5万股+13.52%加仓
Kathmere Capital Management, LLC
1.29%1.28%#24$2,429.9万45.6万股$2,081.6万43.3万股+2.2万股+5.11%加仓
Shore Point Advisors, LLC
6.98%7.01%#1$2,081.2万48.3万股$1,774.5万45.3万股+3.0万股+6.61%加仓
PEAPACK GLADSTONE FINANCIAL CORP
0.23%0.14%#65$1,972.3万37.0万股$1,128.1万23.5万股+13.5万股+57.42%加仓
ATLAS CAPITAL ADVISORS INC.
1.89%1.41%#15$1,729.8万32.4万股$1,232.6万25.7万股+6.8万股+26.37%加仓
AdvisorShares Investments LLC
2.08%2.92%#13$1,725.7万32.4万股$1,599.5万33.3万股-9,502股-2.85%减仓
CABOT WEALTH MANAGEMENT INC
1.75%1.74%#16$1,722.3万32.3万股$1,513.6万31.5万股+7,764股+2.46%加仓
Venture Visionary 合伙人Venture Visionary Partners LLC
0.46%0.47%#40$1,659.2万31.1万股$1,398.1万29.1万股+2.0万股+6.86%加仓
Straight Path Wealth Management
3.72%3.78%#6$1,593.2万29.9万股$1,416.3万29.5万股+3,799股+1.29%加仓
Vise科技Vise Technologies, Inc.
0.16%0.21%#72$1,432.3万26.9万股$1,056.2万22.0万股+4.8万股+21.98%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.03%0.03%#111$1,425.5万26.7万股$1,060.4万22.1万股+4.6万股+21.05%加仓
Focus Financial Network, Inc.
0.44%0.45%#41$1,409.8万26.4万股$1,245.7万25.9万股+4,932股+1.90%加仓
Financial Partners Group, Inc
1.37%1.19%#22$1,353.3万25.4万股$994.8万20.7万股+4.7万股+22.48%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.02%#125$1,254.2万23.5万股$1,026.3万21.4万股+2.1万股+10.04%加仓
ATWOOD & PALMER INC
0.64%0.62%#33$1,198.9万22.5万股$1,098.3万22.9万股-3,905股-1.71%减仓
Family Capital Trust Co
4.5%4.7%#5$1,182.5万25.9万股$1,296.4万27.0万股-1.1万股-4.12%减仓
Apella资本Apella Capital, LLC
0.16%0.17%#73$1,121.0万21.5万股$1,172.2万22.2万股-6,974股-3.14%减仓
Solano Wealth Investment Advisors LLC
5.09%5.01%#3$1,118.7万21.0万股$1,004.5万20.9万股+581股+0.28%加仓
红杉金融顾问Sequoia Financial Advisors, LLC
0.05%0.05%#98$1,066.4万20.0万股$965.6万20.1万股-1,132股-0.56%减仓
Archvest Wealth Advisors, Inc.
5.68%5.73%#2$981.1万18.4万股$888.3万18.5万股-1,030股-0.56%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#217$930.6万17.5万股$1,467.0万30.5万股-13.1万股-42.88%减仓
CGC Financial Services, LLC
2.08%2.44%#14$924.2万17.3万股$845.1万17.6万股-2,696股-1.53%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#138$855.2万16.0万股$776.6万16.2万股-1,360股-0.84%减仓
Venturi 财富管理Venturi Wealth Management, LLC
0.32%0.31%#50$839.9万15.7万股$690.1万14.4万股+1.4万股+9.59%加仓
Alexis Investment Partners, LLC
4.54%6.21%#4$776.2万14.7万股$902.2万19.5万股-4.8万股-24.64%减仓
EP财富顾问EP Wealth Advisors, LLC
0.03%<0.01%#113$722.5万13.5万股$33.8万7,033股+12.8万股+1,826.22%加仓
Occidental Asset Management, LLC
0.68%0.69%#32$685.9万12.9万股$582.4万12.1万股+7,333股+6.05%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#194$658.8万12.4万股$1,592.7万33.2万股-20.8万股-62.76%减仓
Financial Freedom, LLC
3.02%3.12%#9$658.6万12.4万股$626.3万13.0万股-6,921股-5.31%减仓
Fifth Third Wealth 顾问Fifth Third Wealth Advisors LLC
0.18%#69$636.2万11.9万股$00股+11.9万股新买入
Wealth Enhancement Trust Services, Inc.
0.8%0.85%#30$634.3万13.2万股$704.5万14.7万股-1.4万股-9.87%减仓
Veridan Wealth LLC
2.15%2.02%#12$633.3万11.9万股$547.2万11.4万股+4,794股+4.21%加仓
Tacita Capital Inc
3.21%3.11%#8$590.6万11.1万股$526.1万11.0万股+1,182股+1.08%加仓

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