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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 TREVUS
持有机构数
127
机构合计市值 (Q2 2026)
$3.15亿
机构合计股数 (Q2 2026)
896.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+65.0万股
97 · 30 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-52.0万股
37 · 15 清仓 · ≈
⚖️ 净额
+12.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.15亿
持有机构数
127
新买入
30
加仓
67
减仓
22
清仓
15
持股不变
8
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
0.03%0.03%#35$1.07亿305.2万股$9,657.9万303.4万股+1.8万股+0.59%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#88$5,110.6万145.4万股$4,742.8万152.1万股-6.7万股-4.43%减仓
LPL金融LPL Financial LLC
0.01%0.01%#64$2,990.9万85.2万股$2,461.3万77.3万股+7.9万股+10.17%加仓
Envestnet组合解决方案Envestnet Portfolio Solutions, Inc.
0.1%0.1%#16$2,066.4万58.9万股$1,848.7万58.1万股+7,764股+1.34%加仓
PARK AVENUE SECURITIES LLC
0.06%0.07%#23$1,021.1万29.1万股$941.6万29.6万股-4,974股-1.68%减仓
Lido顾问Lido Advisors, LLC
0.03%0.02%#34$941.5万26.8万股$734.8万23.1万股+3.7万股+16.17%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#66$703.3万20.0万股$619.3万19.5万股+5,753股+2.96%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#44$562.6万16.0万股$426.2万13.4万股+2.6万股+19.66%加仓
eCIO, Inc.
1.34%#2$475.2万13.5万股$00股+13.5万股新买入
Janney Montgomery Scott LLC
0.01%0.01%#65$332.9万9.5万股$285.5万9.0万股+5,125股+5.71%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#83$281.9万8.0万股$348.0万10.9万股-2.9万股-26.55%减仓
AssetMarkASSETMARK, INC
<0.01%<0.01%#75$263.6万7.5万股$239.0万7.5万股-7股-0.01%减仓
Archer Investment Management, LLC
0.88%0.57%#3$257.6万7.3万股$134.9万4.2万股+3.1万股+73.13%加仓
Geo 财富管理GeoWealth Management, LLC
0.08%0.06%#19$247.1万7.0万股$168.4万5.3万股+1.7万股+33.08%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#109$244.6万7.0万股$217.8万6.8万股+1,240股+1.81%加仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#96$239.1万6.8万股$216.1万6.8万股+226股+0.33%加仓
SageView Advisory 集团SageView Advisory Group, LLC
0.08%#18$237.9万6.8万股$00股+6.8万股新买入
Avise Financial Cooperative, Inc.
1.56%1.76%#1$219.3万6.2万股$213.0万6.7万股-4,450股-6.65%减仓
Perigon财富管理Perigon Wealth Management, LLC
0.03%0.02%#32$181.5万5.2万股$146.4万4.6万股+5,698股+12.39%加仓
One Wealth Advisors, LLC
0.19%0.18%#7$170.8万4.9万股$145.1万4.6万股+3,081股+6.76%加仓
Affiance Financial, LLC
0.21%0.21%#6$147.2万4.2万股$131.0万4.1万股+770股+1.87%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#84$146.0万4.2万股$111.0万3.5万股+6,710股+19.23%加仓
Merit金融集团Merit Financial Group, LLC
0.01%0.01%#56$141.6万4.0万股$114.2万3.6万股+4,452股+12.41%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.01%0.01%#59$140.9万4.0万股$145.3万4.6万股-5,485股-12.03%减仓
Horst & Graben Wealth Management LLC
0.18%0.18%#8$140.2万4.0万股$130.5万3.9万股+1,040股+2.69%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.01%0.01%#45$133.2万3.8万股$117.2万3.7万股+1,119股+3.04%加仓
Sharkey, Howes & Javer
0.16%0.17%#9$132.4万3.8万股$122.8万3.9万股-873股-2.26%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#118$131.8万3.8万股$111.0万3.5万股+2,670股+7.66%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#111$126.0万3.6万股$117.0万3.7万股-893股-2.43%减仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.01%0.01%#50$125.5万3.6万股$101.7万3.2万股+3,795股+11.87%加仓
SigFig 财富管理SigFig Wealth Management, LLC
0.03%0.03%#31$114.3万3.3万股$102.6万3.2万股+301股+0.93%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.01%0.01%#51$110.5万3.1万股$95.9万3.0万股+1,348股+4.47%加仓
Davis Wealth Advisors, LLC
0.85%0.74%#4$109.9万3.1万股$88.5万2.8万股+3,485股+12.53%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#116$99.9万2.8万股$84.9万2.7万股+1,781股+6.67%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#74$90.2万2.6万股$70.1万2.2万股+3,675股+16.69%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#101$84.5万2.4万股$76.8万2.4万股-69股-0.29%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#97$77.3万2.2万股$00股+2.2万股新买入
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#112$72.4万2.1万股$64.7万2.0万股+276股+1.36%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.01%<0.01%#72$67.7万1.9万股$47.6万1.5万股+4,425股+29.76%加仓
MGO资本MGO ONE SEVEN LLC
0.01%0.01%#46$66.7万1.9万股$60.1万1.9万股+142股+0.75%加仓
LexAurum Advisors, LLC
0.08%0.06%#20$66.5万1.9万股$47.8万1.5万股+3,911股+26.04%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#85$65.0万1.9万股$39.6万1.2万股+6,062股+48.69%加仓
OpenArc企业顾问OpenArc Corporate Advisory, LLC
0.01%0.01%#60$63.4万1.8万股$56.3万1.8万股+373股+2.11%加仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#103$63.0万1.8万股$55.0万1.7万股+666股+3.86%加仓
Gerber Kawasaki Wealth & 投资管理Gerber Kawasaki Wealth & Investment Management
0.02%0.02%#41$62.2万1.8万股$54.6万1.7万股+563股+3.28%加仓
咨询服务网络Advisory Services Network, LLC
0.01%0.01%#63$60.0万1.7万股$53.0万1.7万股+448股+2.69%加仓
RFG顾问RFG Advisory, LLC
0.01%0.01%#53$58.4万1.7万股$51.6万1.6万股+412股+2.54%加仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
0.01%0.01%#54$57.7万1.6万股$50.9万1.6万股+422股+2.64%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#105$55.1万1.6万股$00股+1.6万股新买入
Regal Investment Advisors LLC
0.03%0.03%#33$53.3万1.5万股$47.6万1.5万股+247股+1.65%加仓

🧭 机构资金流板块热力图

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