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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 TRLMUB
持有机构数
182
机构合计市值 (Q2 2026)
$19.11亿
机构合计股数 (Q2 2026)
3,731.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+719.2万股
160 · 51 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-39.0万股
22 · 10 清仓 · ≈
⚖️ 净额
+680.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$19.11亿
持有机构数
182
新买入
51
加仓
109
减仓
12
清仓
10
持股不变
10
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
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.16%0.16%#59$6.60亿1,288.7万股$6.00亿1,201.4万股+87.3万股+7.27%加仓
LPL金融LPL Financial LLC
0.08%0.08%#77$3.40亿663.7万股$2.90亿581.2万股+82.5万股+14.19%加仓
摩根大通JPMORGAN CHASE & CO
0.01%0.01%#134$1.43亿279.6万股$9,779.2万196.3万股+83.3万股+42.46%加仓
摩根士丹利MORGAN STANLEY
<0.01%#144$8,347.5万163.0万股$00股+163.0万股新买入
MML投资者服务MML INVESTORS SERVICES, LLC
0.16%0.16%#57$7,772.1万151.7万股$5,928.7万118.7万股+33.0万股+27.79%加仓
Cetera投资顾问Cetera Investment Advisers
0.06%0.06%#87$6,137.6万119.8万股$5,646.5万113.1万股+6.7万股+5.96%加仓
PARK AVENUE SECURITIES LLC
0.37%0.43%#34$5,961.4万116.4万股$5,529.8万110.8万股+5.6万股+5.09%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.22%0.23%#45$4,525.7万88.4万股$4,078.9万81.7万股+6.7万股+8.16%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.12%0.09%#68$2,629.9万51.3万股$1,632.8万32.7万股+18.6万股+57.01%加仓
KM Capital Management Ltd.
10.65%13.95%#1$2,266.1万44.2万股$2,073.8万41.1万股+3.1万股+7.59%加仓
Vise科技Vise Technologies, Inc.
0.21%#46$1,823.7万35.6万股$00股+35.6万股新买入
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.18%0.16%#53$1,748.2万34.1万股$1,286.9万25.8万股+8.4万股+32.42%加仓
One Wealth Advisors, LLC
1.9%1.52%#5$1,722.8万33.6万股$1,217.6万24.4万股+9.2万股+37.93%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.13%0.1%#67$1,564.5万30.5万股$1,037.9万20.8万股+9.8万股+46.94%加仓
Icon Wealth Advisors, LLC
0.94%0.96%#14$1,554.6万30.4万股$1,486.0万29.3万股+1.0万股+3.51%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#173$1,311.5万25.6万股$1,278.4万25.6万股00.00%持仓不变
Manhattan West Asset Management, LLC
1.77%1.55%#7$1,059.7万20.7万股$790.8万15.8万股+4.8万股+30.62%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#132$1,037.7万20.3万股$916.2万18.3万股+1.9万股+10.41%加仓
Buttonwood Financial Group, LLC
5.72%5.62%#2$1,000.2万19.5万股$914.0万18.3万股+1.2万股+6.67%加仓
Detalus Advisors, LLC
1.95%1.9%#4$1,000.0万19.5万股$833.6万16.7万股+2.8万股+16.93%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#159$903.1万17.6万股$739.3万14.8万股+2.8万股+19.08%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.07%0.07%#80$890.9万17.4万股$801.6万16.1万股+1.3万股+8.35%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.03%0.02%#106$853.5万16.7万股$409.2万8.2万股+8.5万股+103.33%加仓
Tyche Wealth Partners LLC
1.11%0.99%#12$793.5万15.5万股$638.7万12.8万股+2.7万股+21.10%加仓
Kelly Financial Services LLC
1.44%1.44%#10$673.4万13.1万股$597.2万12.0万股+1.2万股+9.87%加仓
Atlatl Advisers LLC
1.56%4.66%#9$657.5万12.8万股$628.0万12.6万股+2,584股+2.05%加仓
ONE WEALTH CAPITAL MANAGEMENT, LLC
1.83%1.66%#6$650.8万12.7万股$380.5万7.5万股+5.2万股+69.63%加仓
Savvy Advisors, Inc.
0.14%0.14%#64$637.9万12.5万股$533.7万10.7万股+1.8万股+16.50%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#167$627.1万12.2万股$1,055.1万21.1万股-8.9万股-42.06%减仓
WATERSHED PRIVATE WEALTH LLC
1.74%1.98%#8$616.9万12.0万股$634.2万12.7万股-6,566股-5.17%减仓
THRIVENT FINANCIAL FOR LUTHERANS
0.01%0.01%#131$589.1万11.5万股$505.0万10.1万股+1.4万股+13.65%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.04%0.01%#93$565.1万11.0万股$121.6万2.4万股+8.6万股+355.07%加仓
May Hill Capital, LLC
1.07%#13$510.4万10.0万股$00股+10.0万股新买入
Keebeck Wealth Management
0.49%0.41%#27$497.0万9.7万股$363.6万7.3万股+2.4万股+33.24%加仓
SEEDS INVESTOR LLC
0.51%0.63%#24$494.9万9.7万股$463.2万9.1万股+5,297股+5.80%加仓
Atria投资Atria Investments, Inc
0.05%0.05%#92$490.3万9.6万股$435.1万8.7万股+8,591股+9.86%加仓
ONE Advisory Partners, LLC
1.29%1.11%#11$475.4万9.3万股$361.5万7.2万股+2.0万股+28.20%加仓
JB 资本JB Capital LLC
0.16%0.13%#58$452.6万8.8万股$320.2万6.4万股+2.4万股+37.80%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.02%0.02%#108$441.4万8.6万股$382.7万7.7万股+9,522股+12.42%加仓
Plancorp, LLC
0.11%#70$433.9万8.5万股$00股+8.5万股新买入
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.05%0.06%#90$433.8万8.7万股$356.2万7.0万股+1.7万股+24.07%加仓
WEALTH ALLIANCE, LLC
0.36%0.41%#35$424.3万8.3万股$411.3万8.2万股+467股+0.57%加仓
LiftPoint Family Wealth Advisors LLC
2.48%2.72%#3$365.3万7.1万股$328.0万6.6万股+5,624股+8.56%加仓
Able Wealth Management LLC
0.81%0.31%#15$353.5万6.9万股$117.6万2.4万股+4.5万股+193.02%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#148$352.6万6.9万股$304.8万6.1万股+7,795股+12.77%加仓
SMART Wealth LLC
0.76%0.4%#19$350.7万6.8万股$135.4万2.7万股+4.1万股+152.54%加仓
Triad Wealth Partners, LLC
0.2%0.25%#47$335.8万6.8万股$320.8万6.4万股+3,603股+5.61%加仓
Ashton Thomas Private Wealth, LLC
0.07%0.03%#79$333.0万6.5万股$145.4万2.9万股+3.6万股+123.33%加仓
EFG国际EFG International AG
0.06%0.05%#85$318.5万6.2万股$254.1万5.1万股+1.1万股+22.18%加仓
Strategic Blueprint, LLC
0.16%0.09%#56$318.4万6.2万股$156.8万3.1万股+3.1万股+97.89%加仓

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