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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 TRIBDY
持有机构数
168
机构合计市值 (Q2 2026)
$8.15亿
机构合计股数 (Q2 2026)
3,166.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+625.7万股
111 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-401.1万股
47 · 18 清仓 · ≈
⚖️ 净额
+224.6万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8.15亿
持有机构数
168
新买入
25
加仓
86
减仓
29
清仓
18
持股不变
28
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
资本投资顾问Capital Investment Advisors, LLC
1.12%1.17%#12$8,495.6万330.0万股$8,031.0万310.7万股+19.3万股+6.22%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#132$6,015.9万233.7万股$3,967.3万151.2万股+82.4万股+54.50%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#131$5,516.1万214.3万股$4,997.3万193.3万股+20.9万股+10.83%加仓
资本顾问公司CAPITAL ADVISORS INC/OK
0.72%#21$4,894.4万190.1万股$00股+190.1万股新买入
SIGMA INVESTMENT COUNSELORS INC
1.86%1.89%#7$3,806.5万147.9万股$3,580.6万138.5万股+9.3万股+6.74%加仓
顶峰金融Summit Financial, LLC
0.32%0.67%#30$2,943.2万114.3万股$5,269.9万203.9万股-89.5万股-43.92%减仓
SUMMITRY LLC
0.88%0.93%#15$2,683.6万104.2万股$2,650.1万102.5万股+1.7万股+1.68%加仓
MV CAPITAL MANAGEMENT, INC.
2.42%2.38%#5$2,422.7万93.7万股$2,422.7万93.7万股00.00%持仓不变
美国合众银行US BANCORP \DE\
0.02%0.03%#79$2,223.9万86.4万股$2,078.4万80.4万股+6.0万股+7.44%加仓
HighTower顾问HighTower Advisors, LLC
0.02%0.02%#85$1,901.6万73.9万股$1,610.6万62.3万股+11.6万股+18.55%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%<0.01%#117$1,901.0万73.8万股$1,438.3万55.6万股+18.2万股+32.72%加仓
Envision Financial Planning, LLC
6.18%7.84%#1$1,900.0万73.8万股$2,167.8万83.9万股-10.1万股-12.00%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#129$1,845.6万71.7万股$1,728.8万66.9万股+4.8万股+7.18%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#135$1,750.2万68.0万股$1,668.6万64.6万股+3.4万股+5.31%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#140$1,587.4万61.7万股$1,380.8万53.4万股+8.2万股+15.43%加仓
ARROW FINANCIAL CORP
1.41%1.53%#9$1,570.6万61.0万股$1,524.6万59.0万股+2.0万股+3.44%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#84$1,328.6万51.6万股$1,315.1万50.9万股+7,346股+1.44%加仓
MB, LEVIS & ASSOCIATES, LLC
4.7%5.29%#4$1,275.7万49.5万股$1,267.2万49.0万股+5,267股+1.07%加仓
Sound View Wealth Advisors Group, LLC
0.78%0.07%#19$1,263.0万49.1万股$96.2万3.7万股+45.3万股+1,218.26%加仓
PFG Private Wealth Management, LLC
5.05%#3$1,164.7万45.2万股$00股+45.2万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.02%#91$1,119.6万43.5万股$1,093.9万42.3万股+1.2万股+2.77%加仓
INSTRUMENTAL WEALTH, LLC
5.46%6.62%#2$1,077.5万41.9万股$1,077.4万41.7万股+1,752股+0.42%加仓
Janney Montgomery Scott LLC
0.02%0.02%#82$1,070.1万41.6万股$1,003.6万38.8万股+2.7万股+7.05%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#138$1,001.2万38.9万股$937.8万36.3万股+2.6万股+7.19%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#142$958.9万37.2万股$700.9万27.1万股+10.1万股+37.37%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.03%#76$862.7万33.5万股$860.8万33.3万股+2,103股+0.63%加仓
Guidance Point Advisors, LLC
1.57%1.7%#8$744.2万28.9万股$719.4万27.8万股+1.1万股+3.88%加仓
Lido顾问Lido Advisors, LLC
0.02%0.02%#86$671.9万26.1万股$605.2万23.4万股+2.7万股+11.49%加仓
Concurrent投资顾问Concurrent Investment Advisors, LLC
0.05%#61$635.9万24.7万股$00股+24.7万股新买入
平行顾问Parallel Advisors, LLC
0.09%0.1%#57$604.1万23.5万股$550.6万21.3万股+2.2万股+10.15%加仓
汉考克·惠特尼公司HANCOCK WHITNEY CORP
0.1%0.1%#54$601.8万23.4万股$585.0万22.6万股+7,470股+3.30%加仓
Probity Advisors, Inc.
0.85%0.78%#16$595.2万23.1万股$489.4万18.9万股+4.2万股+22.12%加仓
MarinerMariner, LLC
0.01%0.01%#115$584.6万22.7万股$766.3万29.6万股-6.9万股-23.40%减仓
Ironwood Financial, llc
0.84%0.08%#17$534.0万21.0万股$43.2万1.7万股+19.4万股+1,158.39%加仓
Krilogy Financial LLC
0.16%0.17%#41$527.6万20.5万股$538.9万20.8万股-2,849股-1.37%减仓
LYELL WEALTH MANAGEMENT, LP
0.32%0.34%#29$527.2万20.5万股$469.0万18.1万股+2.3万股+12.87%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#152$526.7万20.5万股$712.4万27.6万股-7.1万股-25.77%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#150$483.2万18.8万股$231.2万8.9万股+9.8万股+109.83%加仓
4Thought Financial Group Inc.
2.25%2.25%#6$478.8万18.6万股$454.1万17.6万股+1.0万股+5.85%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.04%0.05%#71$393.2万15.3万股$461.7万17.9万股-2.6万股-14.48%减仓
PRECEDENT WEALTH PARTNERS, LLC
0.65%0.67%#22$389.6万15.1万股$332.3万12.9万股+2.3万股+17.72%加仓
Evergreen Private Wealth LLC
1.35%1.41%#10$365.9万14.2万股$349.7万13.5万股+6,820股+5.04%加仓
JAMES INVESTMENT RESEARCH, INC.
0.34%0.4%#28$335.0万13.0万股$355.6万13.8万股-7,446股-5.41%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#127$332.0万12.9万股$294.3万11.4万股+1.5万股+13.25%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#145$331.1万12.9万股$346.6万13.4万股-5,466股-4.08%减仓
EP财富顾问EP Wealth Advisors, LLC
0.01%#94$330.8万12.9万股$00股+12.9万股新买入
ADIRONDACK TRUST CO
0.98%1.03%#13$329.8万12.8万股$307.3万11.9万股+9,221股+7.75%加仓
HOWLAND 资本管理HOWLAND CAPITAL MANAGEMENT LLC
0.12%0.09%#46$326.2万12.7万股$230.5万8.9万股+3.8万股+42.11%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#116$320.6万12.6万股$231.8万9.0万股+3.6万股+40.04%加仓
FIRST INTERSTATE BANK
0.16%2.82%#40$308.1万12.0万股$5,015.8万194.0万股-182.1万股-93.83%减仓

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