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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 TRIBDZ
持有机构数
127
机构合计市值 (Q2 2026)
$7.04亿
机构合计股数 (Q2 2026)
2,703.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+570.0万股
88 · 18 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-124.0万股
30 · 10 清仓 · ≈
⚖️ 净额
+445.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.04亿
持有机构数
127
新买入
18
加仓
70
减仓
20
清仓
10
持股不变
19
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
0.93%0.95%#16$7,062.2万271.1万股$6,493.4万249.2万股+21.9万股+8.80%加仓
Aptus资本顾问Aptus Capital Advisors, LLC
0.42%0.28%#19$6,126.0万235.2万股$3,583.3万137.5万股+97.7万股+71.03%加仓
Sarver Vrooman Wealth Advisors
25.98%0.35%#1$4,358.1万168.1万股$55.6万2.1万股+166.0万股+7,877.19%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#98$3,946.3万151.5万股$2,341.2万88.4万股+63.0万股+71.28%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#95$3,544.9万136.1万股$3,162.6万121.4万股+14.7万股+12.13%加仓
SIGMA INVESTMENT COUNSELORS INC
1.66%1.49%#9$3,397.2万130.4万股$2,819.7万108.2万股+22.2万股+20.53%加仓
SUMMITRY LLC
1.11%1.16%#15$3,360.7万129.0万股$3,299.2万126.6万股+2.4万股+1.90%加仓
顶峰金融Summit Financial, LLC
0.3%0.58%#20$2,747.5万105.5万股$4,574.5万175.5万股-70.1万股-39.91%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#91$1,942.8万74.6万股$1,828.1万70.1万股+4.4万股+6.32%加仓
MV CAPITAL MANAGEMENT, INC.
1.91%1.87%#8$1,904.6万73.1万股$1,904.6万73.1万股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#92$1,724.6万66.2万股$1,629.2万62.5万股+3.7万股+5.89%加仓
Seneca House Advisors
5.04%5.14%#4$1,425.0万54.7万股$1,294.6万49.7万股+5.0万股+10.12%加仓
MB, LEVIS & ASSOCIATES, LLC
4.95%5.55%#5$1,343.0万51.6万股$1,330.8万51.1万股+4,902股+0.96%加仓
ARROW FINANCIAL CORP
1.2%1.16%#13$1,334.8万51.2万股$1,150.1万44.1万股+7.1万股+16.11%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.01%#70$1,313.0万50.4万股$1,004.4万38.5万股+11.9万股+30.77%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#93$1,293.8万49.7万股$1,313.7万50.4万股-7,523股-1.49%减仓
PFG Private Wealth Management, LLC
5.55%5.88%#3$1,280.0万49.1万股$1,387.4万53.2万股-4.1万股-7.71%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#90$1,071.5万41.1万股$1,008.5万38.7万股+2.4万股+6.29%加仓
Motley Fool Wealth Management, LLC
1.2%1.2%#12$1,065.2万40.9万股$1,065.2万40.9万股00.00%持仓不变
Janney Montgomery Scott LLC
0.02%0.02%#64$1,033.2万39.7万股$894.0万34.3万股+5.4万股+15.61%加仓
NESTEGG ADVISORS, INC.
7.22%7.31%#2$1,021.4万39.2万股$832.8万32.0万股+7.3万股+22.69%加仓
Parkway Wealth Management Group, LLC
1.17%1.27%#14$1,013.8万38.9万股$1,006.8万38.5万股+4,487股+1.17%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#71$1,005.7万38.6万股$856.9万32.9万股+5.7万股+17.41%加仓
美国合众银行US BANCORP \DE\
0.01%0.01%#74$995.4万38.2万股$911.4万35.0万股+3.2万股+9.25%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#102$960.0万36.9万股$963.4万37.0万股-1,138股-0.31%减仓
Guidance Point Advisors, LLC
1.61%1.74%#10$762.4万29.3万股$733.4万28.1万股+1.1万股+4.00%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.03%#61$756.6万29.0万股$695.4万26.7万股+2.4万股+8.85%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#105$724.9万27.8万股$00股+27.8万股新买入
Lido顾问Lido Advisors, LLC
0.02%0.02%#65$693.9万26.6万股$679.8万26.1万股+5,510股+2.11%加仓
Probity Advisors, Inc.
0.87%0.79%#17$604.8万23.2万股$501.3万19.2万股+4.0万股+20.70%加仓
平行顾问Parallel Advisors, LLC
0.09%0.1%#41$574.4万22.0万股$530.0万20.3万股+1.7万股+8.40%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.07%#45$568.2万21.8万股$00股+21.8万股新买入
汉考克·惠特尼公司HANCOCK WHITNEY CORP
0.09%0.09%#40$550.6万21.1万股$498.6万19.1万股+2.0万股+10.45%加仓
Krilogy Financial LLC
0.16%0.17%#28$526.0万20.2万股$534.5万20.4万股-2,141股-1.05%减仓
4Thought Financial Group Inc.
2.26%2.24%#7$481.8万18.5万股$453.7万17.4万股+1.1万股+6.23%加仓
LYELL WEALTH MANAGEMENT, LP
0.29%0.25%#21$472.4万18.1万股$335.7万12.9万股+5.3万股+40.75%加仓
Paradigm, Strategies in Wealth Management, LLC
2.47%3.45%#6$405.5万15.6万股$509.1万19.5万股-4.0万股-20.31%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.04%0.05%#53$396.1万15.2万股$463.3万17.8万股-2.6万股-14.46%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#87$338.0万13.0万股$307.7万11.8万股+1.2万股+9.88%加仓
EP财富顾问EP Wealth Advisors, LLC
0.01%#72$330.8万12.7万股$00股+12.7万股新买入
J.W.科尔顾问J.W. COLE ADVISORS, INC.
0.05%0.11%#49$313.4万12.0万股$313.3万12.0万股+61股+0.05%加仓
以色列Meitav投资MEITAV INVESTMENT HOUSE LTD
0.02%0.03%#62$311.2万12.0万股$256.5万9.9万股+2.1万股+21.35%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%<0.01%#85$304.3万11.8万股$221.2万8.5万股+3.3万股+39.24%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.05%0.07%#51$270.1万10.4万股$343.3万13.2万股-2.8万股-21.31%减仓
Marathon Mission, Inc.
1.3%1.54%#11$260.9万10.0万股$265.3万10.2万股-1,653股-1.62%减仓
Stonebrook Private Inc.
0.44%0.51%#18$243.6万9.4万股$239.9万9.2万股+1,469股+1.60%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#112$220.5万8.5万股$170.1万6.5万股+1.9万股+29.72%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#113$207.1万8.0万股$220.7万8.5万股-5,179股-6.12%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#121$203.7万7.8万股$156.6万6.0万股+1.8万股+30.14%加仓
Archford Capital Strategies, LLC
0.2%0.24%#22$198.7万7.6万股$209.5万8.0万股-4,087股-5.09%减仓

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