13FBOX
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 TRIBMP
持有机构数
189
机构合计市值 (Q2 2026)
$5.44亿
机构合计股数 (Q2 2026)
2,138.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+188.5万股
102 · 18 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-158.0万股
55 · 15 清仓 · ≈
⚖️ 净额
+30.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.44亿
持有机构数
189
新买入
18
加仓
84
减仓
40
清仓
15
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%#144$6,763.2万266.1万股$5,995.5万235.7万股+30.4万股+12.89%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.06%0.07%#74$4,681.5万184.2万股$4,445.5万174.7万股+9.4万股+5.39%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%0.01%#143$2,699.9万106.2万股$2,650.0万104.2万股+2.0万股+1.96%加仓
Clearstead顾问Clearstead Advisors, LLC
0.24%0.23%#32$2,544.6万100.1万股$2,483.8万97.6万股+2.5万股+2.53%加仓
美国合众银行US BANCORP \DE\
0.02%0.02%#104$1,894.4万74.5万股$1,765.1万69.4万股+5.1万股+7.41%加仓
Heartwood Wealth Advisors LLC
1.38%1.41%#1$1,774.2万69.8万股$1,619.5万63.7万股+6.1万股+9.64%加仓
LBMC INVESTMENT ADVISORS, LLC
0.81%0.88%#11$1,486.9万58.5万股$1,441.8万56.7万股+1.8万股+3.21%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.03%#119$1,398.6万55.0万股$2,506.9万98.5万股-43.5万股-44.17%减仓
Lido顾问Lido Advisors, LLC
0.04%0.04%#86$1,391.1万54.7万股$1,426.0万56.1万股-1.3万股-2.37%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#148$1,334.6万52.5万股$1,253.4万49.3万股+3.2万股+6.56%加仓
NewEdge顾问NewEdge Advisors, LLC
0.04%0.04%#82$1,331.0万52.4万股$1,236.5万48.6万股+3.8万股+7.73%加仓
Hills Bank & Trust Co
0.55%0.55%#19$1,292.4万50.8万股$1,128.2万44.3万股+6.5万股+14.65%加仓
Kathmere Capital Management, LLC
0.67%0.64%#15$1,267.6万49.9万股$1,034.0万40.6万股+9.2万股+22.69%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#166$1,050.7万41.3万股$956.0万37.6万股+3.8万股+10.00%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#176$992.7万39.1万股$1,240.6万48.7万股-9.6万股-19.81%减仓
Covington Investment Advisors Inc.
1.24%1.39%#5$961.8万37.8万股$942.5万37.0万股+7,855股+2.12%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.1%0.1%#57$787.8万31.0万股$706.9万27.8万股+3.2万股+11.52%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.04%0.04%#85$784.3万30.9万股$526.9万20.7万股+10.1万股+48.98%加仓
Praetorian Wealth Management, Inc.
1.25%1.4%#4$724.9万28.5万股$734.8万28.9万股-4,003股-1.38%减仓
Paradiem, LLC
1.36%1.39%#2$631.6万24.8万股$632.1万24.8万股00.00%持仓不变
HOWLAND 资本管理HOWLAND CAPITAL MANAGEMENT LLC
0.23%0.24%#33$629.2万24.8万股$617.7万24.3万股+4,720股+1.94%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#151$525.5万20.7万股$508.5万20.0万股+6,844股+3.42%加仓
Cyndeo Wealth Partners, LLC
0.24%0.26%#31$518.7万20.4万股$493.9万19.4万股+9,925股+5.11%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#169$509.8万20.1万股$511.5万20.1万股-506股-0.25%减仓
Sound View Wealth Advisors Group, LLC
0.31%0.34%#24$504.3万19.8万股$503.7万19.8万股+416股+0.21%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.03%0.03%#94$473.3万18.6万股$432.8万17.0万股+1.6万股+9.27%加仓
LEAVELL INVESTMENT MANAGEMENT, INC.
0.17%0.17%#41$459.4万18.1万股$411.5万16.2万股+1.9万股+11.75%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#138$444.1万17.5万股$431.8万17.0万股+4,953股+2.92%加仓
中央信托CENTRAL TRUST Co
0.07%0.08%#67$400.0万15.7万股$419.5万16.5万股-7,565股-4.59%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#170$389.0万15.3万股$385.0万15.1万股+1,670股+1.10%加仓
Odyssey Group, LLC
0.97%#8$358.9万14.1万股$00股+14.1万股新买入
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.02%0.02%#115$351.2万13.8万股$348.4万13.7万股+1,229股+0.90%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#150$343.7万13.5万股$337.9万13.3万股+2,358股+1.78%加仓
Quantum Financial Advisors, LLC
0.27%0.41%#30$314.8万12.4万股$366.5万14.4万股-2.0万股-14.04%减仓
Sanctuary顾问Sanctuary Advisors, LLC
0.01%0.02%#118$305.9万12.0万股$304.2万12.0万股+759股+0.63%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#179$300.7万11.8万股$290.3万11.4万股+4,206股+3.69%加仓
AssetMarkASSETMARK, INC
0.01%<0.01%#141$297.9万11.7万股$227.7万9.0万股+2.8万股+30.91%加仓
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
0.02%0.03%#100$279.3万11.0万股$277.1万10.9万股+976股+0.90%加仓
NorthCoast 资产管理NorthCoast Asset Management LLC
0.06%0.06%#73$272.7万10.7万股$265.2万10.4万股+3,021股+2.90%加仓
SONATA CAPITAL GROUP INC
0.87%0.98%#10$270.7万10.6万股$265.1万10.4万股+2,266股+2.17%加仓
Parkway Wealth Management Group, LLC
0.3%0.32%#27$257.1万10.1万股$250.1万9.9万股+2,638股+2.68%加仓
TITLEIST ASSET MANAGEMENT, LLC
0.17%#40$256.8万10.1万股$00股+10.1万股新买入
Atwater Malick LLC
0.55%0.67%#18$253.7万10.0万股$249.4万9.8万股+1,776股+1.81%加仓
POSTROCK PARTNERS LLC
1.02%1.14%#7$250.6万9.9万股$245.8万9.7万股+1,950股+2.02%加仓
顶峰金融Summit Financial, LLC
0.03%0.02%#93$246.6万9.7万股$142.2万5.6万股+4.1万股+73.58%加仓
格伦维尤信托Glenview Trust Co
0.04%0.04%#88$229.3万9.0万股$229.3万9.0万股00.00%持仓不变
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#177$226.0万8.9万股$148.8万5.8万股+3.0万股+52.02%加仓
Valmark顾问Valmark Advisers, Inc.
0.02%0.02%#99$225.5万8.9万股$195.6万7.7万股+1.2万股+15.38%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#155$220.9万8.7万股$211.2万8.3万股+3,857股+4.65%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#158$216.7万8.5万股$218.5万8.6万股-621股-0.72%减仓

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