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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 TRIBMS
持有机构数
113
机构合计市值 (Q2 2026)
$2.56亿
机构合计股数 (Q2 2026)
991.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+185.2万股
85 · 19 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-48.7万股
25 · 8 清仓 · ≈
⚖️ 净额
+136.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.56亿
持有机构数
113
新买入
19
加仓
66
减仓
17
清仓
8
持股不变
11
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
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.06%0.07%#36$4,588.6万177.4万股$4,526.0万175.2万股+2.1万股+1.23%加仓
Clearstead顾问Clearstead Advisors, LLC
0.23%0.21%#16$2,408.4万93.1万股$2,322.7万89.9万股+3.2万股+3.53%加仓
HighTower顾问HighTower Advisors, LLC
0.02%0.01%#61$1,883.6万72.8万股$921.4万35.7万股+37.1万股+104.12%加仓
COMMUNITY TRUST & INVESTMENT CO
0.51%0.26%#7$987.3万38.2万股$473.4万18.3万股+19.8万股+108.22%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#98$949.7万36.7万股$751.9万29.1万股+7.6万股+26.11%加仓
Kathmere Capital Management, LLC
0.48%0.78%#8$910.6万35.2万股$1,267.6万49.1万股-13.9万股-28.28%减仓
LBMC INVESTMENT ADVISORS, LLC
0.45%0.42%#9$835.7万32.3万股$695.2万26.9万股+5.4万股+20.02%加仓
美国合众银行US BANCORP \DE\
0.01%0.01%#69$802.1万31.0万股$788.9万30.5万股+4,624股+1.51%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#88$653.6万25.3万股$431.6万16.7万股+8.6万股+51.19%加仓
Praetorian Wealth Management, Inc.
0.99%1.05%#1$571.4万22.1万股$555.1万21.4万股+6,617股+3.09%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#93$565.9万21.9万股$517.9万20.1万股+1.8万股+9.10%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#102$542.0万21.0万股$169.9万6.6万股+14.4万股+218.50%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.03%0.03%#55$455.6万17.6万股$419.9万16.3万股+1.3万股+8.10%加仓
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
0.03%0.05%#49$402.3万15.6万股$383.5万14.8万股+7,049股+4.75%加仓
NewEdge顾问NewEdge Advisors, LLC
0.01%0.01%#67$391.9万15.1万股$310.3万12.0万股+3.1万股+26.10%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.05%0.05%#40$391.7万15.1万股$363.5万14.1万股+1.1万股+7.60%加仓
中央信托CENTRAL TRUST Co
0.07%0.07%#33$368.9万14.3万股$371.7万14.4万股-1,335股-0.93%减仓
Lido顾问Lido Advisors, LLC
0.01%0.01%#71$316.0万12.2万股$321.8万12.5万股-2,447股-1.96%减仓
Cypress Point Wealth Management, LLC
0.61%0.64%#4$297.5万11.5万股$297.0万11.5万股00.00%持仓不变
LPL金融LPL Financial LLC
<0.01%<0.01%#97$289.7万11.2万股$219.6万8.5万股+2.7万股+31.73%加仓
顶峰金融Summit Financial, LLC
0.03%0.04%#50$288.5万11.2万股$275.6万10.7万股+4,818股+4.52%加仓
Quantum Financial Advisors, LLC
0.25%0.43%#15$286.0万11.1万股$382.4万14.8万股-3.8万股-25.34%减仓
AssetMarkASSETMARK, INC
<0.01%<0.01%#80$274.0万10.6万股$204.4万7.9万股+2.7万股+33.81%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#105$267.6万10.3万股$157.0万6.1万股+4.3万股+70.25%加仓
摩根士丹利MORGAN STANLEY
<0.01%#110$248.1万9.6万股$00股+9.6万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#107$206.4万8.0万股$192.5万7.5万股+5,264股+7.06%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#82$191.5万7.4万股$00股+7.4万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#79$188.2万7.3万股$181.3万7.0万股+2,568股+3.66%加仓
Ellis Investment Partners, LLC
0.28%0.32%#13$183.3万7.1万股$182.9万7.1万股+19股+0.03%加仓
Hills Bank & Trust Co
0.07%0.02%#30$173.6万6.7万股$37.7万1.5万股+5.2万股+359.44%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.03%0.03%#52$164.9万6.4万股$163.7万6.3万股+387股+0.61%加仓
BLUE SQUARE ASSET MANAGEMENT, LLC
0.63%0.73%#3$156.2万6.0万股$153.6万5.9万股+936股+1.57%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#89$146.6万5.7万股$109.0万4.2万股+1.4万股+34.28%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#103$144.5万5.6万股$140.3万5.4万股+1,544股+2.84%加仓
Brookstone资本管理Brookstone Capital Management
0.01%0.01%#63$137.9万5.3万股$94.7万3.7万股+1.7万股+45.45%加仓
SENTINEL PENSION ADVISORS, LLC
0.12%0.18%#23$137.0万5.3万股$122.5万4.7万股+5,705股+12.03%加仓
Argo Wealth Advisory, LLC
0.7%0.76%#2$127.3万4.9万股$129.2万5.0万股-816股-1.63%减仓
TRUE Private Wealth Advisors
0.11%0.07%#25$127.1万4.9万股$72.1万2.8万股+2.1万股+76.07%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#96$125.6万4.9万股$119.6万4.6万股+2,272股+4.91%加仓
GC Wealth Management RIA, LLC
0.07%0.05%#32$119.2万4.6万股$113.9万4.4万股+1,971股+4.47%加仓
SPINNAKER TRUST
0.06%0.05%#37$117.4万4.5万股$81.4万3.2万股+1.4万股+43.88%加仓
Godshalk Welsh Capital Management, Inc.
0.6%0.48%#5$109.9万4.3万股$82.7万3.2万股+1.1万股+32.81%加仓
Sound View Wealth Advisors Group, LLC
0.07%0.07%#34$106.9万4.1万股$105.7万4.1万股+398股+0.97%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#92$102.8万4.0万股$101.9万3.9万股+267股+0.68%加仓
Cyndeo Wealth Partners, LLC
0.05%0.03%#43$102.8万4.0万股$63.7万2.5万股+1.5万股+61.13%加仓
Jacobi Capital Management LLC
0.05%#44$94.2万3.6万股$00股+3.6万股新买入
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%0.01%#81$93.9万3.6万股$93.4万3.6万股+158股+0.44%加仓
Newman Dignan & Sheerar, Inc.
0.18%0.19%#17$92.8万3.6万股$92.6万3.6万股+24股+0.07%加仓
PFG Private Wealth Management, LLC
0.4%0.4%#10$92.4万3.6万股$93.6万3.6万股-526股-1.45%减仓
Granite Harbor Advisors, Inc.
0.36%0.24%#11$91.2万3.5万股$54.5万2.1万股+1.4万股+67.21%加仓

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