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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 TRIAT
持有机构数
174
机构合计市值 (Q2 2026)
$3.18亿
机构合计股数 (Q2 2026)
511.2万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+53.8万股
74 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-42.8万股
66 · 17 清仓 · ≈
⚖️ 净额
+11.1万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.18亿
持有机构数
174
新买入
25
加仓
49
减仓
49
清仓
17
持股不变
51
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
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#99$3,454.5万55.5万股$2,806.0万52.1万股+3.4万股+6.55%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#74$3,300.4万53.1万股$2,769.5万51.4万股+1.6万股+3.14%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#111$2,465.4万39.5万股$2,004.4万38.4万股+1.1万股+2.84%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#124$1,609.0万25.9万股$1,549.5万29.5万股-3.6万股-12.32%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#97$1,568.8万25.2万股$1,042.3万19.4万股+5.9万股+30.27%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#85$1,489.9万24.0万股$1,315.4万24.4万股-4,823股-1.97%减仓
GW HENSSLER & ASSOCIATES LTD
0.53%0.48%#6$1,199.8万19.3万股$1,027.5万19.1万股+2,026股+1.06%加仓
Lido顾问Lido Advisors, LLC
0.03%0.03%#34$1,183.2万19.0万股$1,028.0万19.1万股-745股-0.39%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#94$984.6万15.8万股$606.7万11.3万股+4.6万股+40.45%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#77$939.4万15.1万股$2,96155股+15.1万股+274,445.45%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#55$914.8万14.7万股$773.0万14.4万股+3,477股+2.42%加仓
美国合众银行US BANCORP \DE\
0.01%0.01%#60$726.9万11.7万股$724.6万13.5万股-1.8万股-13.19%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#131$693.9万11.2万股$578.2万10.7万股+4,157股+3.87%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#122$684.8万11.0万股$626.4万11.6万股-6,275股-5.39%减仓
Monument Capital Management
1.16%#1$578.2万9.3万股$00股+9.3万股新买入
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#101$508.4万8.1万股$430.0万8.2万股-1,001股-1.21%减仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.03%0.02%#39$504.0万8.1万股$432.5万8.0万股+688股+0.86%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#121$448.3万7.2万股$388.7万7.2万股-151股-0.21%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#72$432.4万7.0万股$383.8万7.1万股-1,771股-2.48%减仓
Equitable控股Equitable Holdings, Inc.
0.03%0.02%#40$422.1万6.8万股$372.5万6.8万股+309股+0.46%加仓
MARTIN & CO INC /TN/
0.62%0.59%#4$397.1万6.4万股$345.0万6.4万股-249股-0.39%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#88$356.5万5.7万股$302.1万5.6万股+1,202股+2.14%加仓
KCM 投资顾问KCM INVESTMENT ADVISORS LLC
0.11%0.1%#19$356.2万5.7万股$314.7万5.8万股-1,198股-2.05%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#83$307.0万4.9万股$263.4万4.9万股+432股+0.88%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#147$306.5万4.9万股$623.0万11.6万股-6.6万股-57.43%减仓
Pathstone控股Pathstone Holdings, LLC
0.01%0.01%#57$283.8万4.6万股$245.6万4.6万股00.00%持仓不变
Game Plan Financial Advisors, LLC
0.99%1.01%#2$265.3万4.3万股$224.9万4.2万股+880股+2.11%加仓
克雷斯特伍德顾问Crestwood Advisors Group, LLC
0.04%0.04%#29$263.9万4.2万股$244.3万4.5万股-2,960股-6.52%减仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#70$263.4万4.2万股$216.0万4.0万股+2,208股+5.50%加仓
Westwind Capital
0.52%0.38%#7$229.8万3.7万股$151.8万2.8万股+8,747股+31.03%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#148$198.4万3.2万股$344.0万6.4万股-3.2万股-50.07%减仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#95$168.8万2.7万股$142.9万2.7万股+602股+2.27%加仓
Janney Montgomery Scott LLC
<0.01%<0.01%#92$152.2万2.4万股$121.2万2.3万股+1,956股+8.69%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%0.01%#65$149.5万2.4万股$145.4万2.7万股-2,976股-11.02%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#102$132.5万2.1万股$109.5万2.0万股+954股+4.69%加仓
Cadent Capital Advisors, LLC
0.27%0.3%#12$129.5万2.1万股$114.8万2.1万股-500股-2.34%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#100$129.5万2.0万股$104.0万1.9万股+1,465股+7.71%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#143$128.6万2.1万股$113.9万2.1万股-475股-2.25%减仓
AUGUSTINE ASSET MANAGEMENT INC
0.25%0.24%#13$124.4万2.0万股$107.7万2.0万股00.00%持仓不变
Fearless Solutions, LLC dba Best Invest
0.6%0.59%#5$113.7万1.8万股$98.5万1.8万股-7股-0.04%减仓
Cutler Capital Management, LLC
0.29%0.31%#10$112.0万1.8万股$96.9万1.8万股00.00%持仓不变
Heritage Wealth Management, Inc.
0.28%#11$111.0万1.8万股$00股+1.8万股新买入
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#123$103.9万1.7万股$91.7万1.7万股-324股-1.90%减仓
达科他财富管理Dakota Wealth Management
0.02%0.02%#42$103.3万1.7万股$99.5万1.8万股-1,884股-10.19%减仓
Asempa Wealth Advisors
0.7%0.72%#3$94.2万1.5万股$82.4万1.5万股+18股+0.12%加仓
TRANSCEND CAPITAL ADVISORS, LLC
0.06%0.06%#26$90.2万1.5万股$78.1万1.5万股00.00%持仓不变
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#115$88.9万1.4万股$54.3万1.0万股+4,198股+41.59%加仓
SCS资本管理SCS Capital Management LLC
0.01%0.01%#64$78.5万1.3万股$112.7万2.1万股-8,302股-39.68%减仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.01%#50$77.2万1.2万股$00股+1.2万股新买入
Moneta集团投资顾问MONETA GROUP INVESTMENT ADVISORS LLC
0.01%<0.01%#76$68.1万1.1万股$58.9万1.1万股00.00%持仓不变

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