13FBOX
ISHARES CORE 40/60 MODERATE ALLOCATION ETF · 13F 机构持仓分析
期权收益计算器 机构排行
I

ISHARES CORE 40/60 MODERATE ALLOCATION ETF

AOM
持有机构数
300
机构合计市值 (Q2 2026)
$6.57亿
机构合计股数 (Q2 2026)
1,318.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+113.6万股
158 · 40 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-75.7万股
124 · 32 清仓 · ≈
⚖️ 净额
+37.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$6.57亿
持有机构数
300
新买入
40
加仓
118
减仓
92
清仓
32
持股不变
50
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
贝莱德BlackRock, Inc.
<0.01%<0.01%#226$1.53亿306.7万股$1.43亿302.6万股+4.1万股+1.35%加仓
LPL金融LPL Financial LLC
0.01%0.02%#158$6,027.4万120.8万股$5,958.0万125.8万股-5.0万股-3.95%减仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.3%0.33%#34$2,877.2万57.7万股$2,652.7万56.0万股+1.7万股+2.98%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#240$2,696.6万54.1万股$1,738.6万36.5万股+17.5万股+47.92%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#220$1,697.3万34.0万股$1,595.0万33.7万股+3,509股+1.04%加仓
Weitzel Financial Services, Inc.
5.01%5.6%#1$1,557.2万31.6万股$1,484.6万31.3万股+2,671股+0.85%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#222$1,521.7万30.5万股$1,388.9万29.3万股+1.2万股+4.03%加仓
AJ Advisors, LLC
4.39%4.83%#2$1,412.4万28.3万股$1,302.0万27.5万股+8,229股+2.99%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#254$1,363.1万27.3万股$1,361.7万28.7万股-1.4万股-4.95%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#218$1,291.1万25.9万股$1,242.9万26.2万股-3,567股-1.36%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#169$1,166.4万23.4万股$1,022.2万21.6万股+1.8万股+8.34%加仓
WEDBUSH SECURITIES INC
0.25%0.01%#46$966.4万19.4万股$45.0万9,490股+18.4万股+1,941.10%加仓
Weaver Consulting Group
1.82%1.99%#5$888.8万17.8万股$835.7万17.6万股+1,745股+0.99%加仓
Investment Advisory Group, LLC
1.75%1.8%#6$805.6万16.1万股$707.3万14.9万股+1.2万股+8.14%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#176$772.4万15.5万股$715.5万15.1万股+3,769股+2.50%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#175$733.0万14.7万股$738.1万15.6万股-8,884股-5.70%减仓
LODESTAR PRIVATE ASSET MANAGEMENT LLC
0.63%0.7%#15$724.7万14.5万股$708.9万15.0万股-4,394股-2.94%减仓
Ameritas咨询服务Ameritas Advisory Services, LLC
0.14%0.14%#68$683.9万13.7万股$359.6万7.6万股+6.1万股+80.60%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.02%#156$596.3万12.0万股$592.4万12.5万股-5,538股-4.43%减仓
Western 财富管理Western Wealth Management, LLC
0.19%0.17%#56$587.5万11.8万股$451.3万9.5万股+2.2万股+23.61%加仓
Royal Fund Management, LLC
0.47%0.5%#23$567.1万11.4万股$523.4万11.0万股+3,164股+2.86%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#239$551.3万11.0万股$483.9万10.2万股+8,348股+8.17%加仓
Focus Financial Network, Inc.
0.17%0.2%#60$546.7万11.0万股$548.9万11.6万股-6,296股-5.43%减仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#196$449.8万9.0万股$422.9万8.9万股+876股+0.98%加仓
Waverly顾问Waverly Advisors, LLC
0.02%0.03%#137$420.9万8.4万股$401.8万8.5万股-453股-0.53%减仓
Hershey Financial Advisers, LLC
2.93%3.26%#3$408.5万8.2万股$378.1万8.0万股+2,069股+2.59%加仓
Taylor Financial Group, Inc.
2.22%2.23%#4$404.6万8.1万股$367.6万7.8万股+3,498股+4.51%加仓
Onyx Bridge Wealth Group LLC
0.36%0.4%#30$396.3万7.9万股$368.2万7.8万股+1,706股+2.19%加仓
Ellenbecker Investment Group
0.55%0.52%#21$384.6万8.1万股$384.6万8.1万股00.00%持仓不变
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#208$383.3万7.7万股$364.9万7.7万股-203股-0.26%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#253$375.4万7.5万股$382.1万8.1万股-5,423股-6.72%减仓
Brookstone资本管理Brookstone Capital Management
0.04%0.04%#115$364.7万7.3万股$346.6万7.3万股-63股-0.09%减仓
Consilium Wealth Advisory, LLC
1.07%1.24%#11$359.0万7.2万股$363.0万7.7万股-4,672股-6.10%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#278$358.5万7.2万股$314.1万6.7万股+4,691股+6.98%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.01%0.01%#193$335.6万6.8万股$323.6万6.8万股-557股-0.81%减仓
共同顾问Mutual Advisors, LLC
0.06%0.07%#97$329.3万6.6万股$313.7万6.6万股-231股-0.35%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#171$325.6万6.5万股$287.9万6.1万股+4,495股+7.40%加仓
BASSO CAPITAL MANAGEMENT, L.P.
0.67%#14$312.0万6.3万股$00股+6.3万股新买入
JIM SAULNIER & ASSOCIATES, LLC
1.25%1.31%#9$309.6万6.2万股$268.8万5.7万股+5,313股+9.36%加仓
AE财富管理AE Wealth Management LLC
0.01%<0.01%#154$309.5万6.2万股$59.6万1.3万股+4.9万股+392.90%加仓
VVR Holdings LLC
1.26%1.5%#8$291.4万5.8万股$290.5万6.1万股-2,911股-4.75%减仓
American Trust
0.22%0.1%#48$285.9万5.7万股$111.7万2.4万股+3.4万股+142.92%加仓
Cogent Private Wealth, Inc.
1.66%#7$265.3万5.3万股$00股+5.3万股新买入
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#168$248.1万5.0万股$273.7万5.8万股-8,061股-13.95%减仓
ASPIRIANT, LLC
0.06%0.07%#98$247.8万5.0万股$235.3万5.0万股00.00%持仓不变
TRUE Private Wealth Advisors
0.21%0.22%#51$247.1万5.0万股$234.5万5.0万股+23股+0.05%加仓
GTS SECURITIES LLC
0.05%0.24%#105$238.1万4.8万股$666.5万14.1万股-9.3万股-66.08%减仓
Enclave Advisors LLC
0.28%0.3%#37$224.6万4.5万股$219.1万4.6万股-1,240股-2.68%减仓
Beacon Financial Advisory LLC
0.44%0.47%#25$222.2万4.5万股$209.6万4.4万股+294股+0.66%加仓
Manske Wealth Management
0.52%0.56%#22$210.6万4.2万股$199.0万4.2万股+200股+0.48%加仓

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