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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 TRREZ
持有机构数
167
机构合计市值 (Q2 2026)
$4.60亿
机构合计股数 (Q2 2026)
484.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+44.5万股
88 · 28 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-45.0万股
54 · 15 清仓 · ≈
⚖️ 净额
-4,059股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4.60亿
持有机构数
167
新买入
28
加仓
60
减仓
39
清仓
15
持股不变
40
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#112$4,700.7万49.6万股$4,179.3万49.2万股+4,591股+0.93%加仓
Franklin, Parlapiano, Turner & Welch, LLC
10.23%10.05%#1$4,524.6万47.8万股$4,219.4万47.8万股-490股-0.10%减仓
长青资本管理EVERGREEN CAPITAL MANAGEMENT LLC
0.5%0.48%#22$2,834.2万29.9万股$2,220.4万26.7万股+3.2万股+12.17%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#73$2,280.8万24.1万股$1,885.6万22.7万股+1.4万股+6.30%加仓
Cornerstone Planning Group LLC
2.56%2.41%#5$2,036.5万20.9万股$1,805.7万20.1万股+7,881股+3.92%加仓
Aprio Wealth Management, LLC
0.89%0.94%#14$1,805.9万19.1万股$1,721.3万20.7万股-1.6万股-7.80%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#94$1,581.7万16.7万股$1,069.3万12.9万股+3.9万股+29.99%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#113$1,528.6万16.1万股$1,201.9万14.4万股+1.7万股+11.76%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#105$1,500.8万15.9万股$1,334.8万16.0万股-1,903股-1.19%减仓
BARD ASSOCIATES INC
3.09%3.05%#3$1,392.5万14.7万股$1,215.9万14.6万股+946股+0.65%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#104$1,362.2万14.4万股$1,186.3万14.3万股+1,302股+0.91%加仓
范埃克联合公司VAN ECK ASSOCIATES CORP
0.01%0.01%#81$1,189.8万12.6万股$1,995.6万24.0万股-11.4万股-47.61%减仓
Ascension Capital Advisors, Inc.
3.2%3.13%#2$1,139.0万12.0万股$995.6万12.0万股+640股+0.53%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#134$932.0万9.8万股$808.2万9.7万股+1,298股+1.34%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#78$733.0万7.7万股$550.3万6.6万股+1.1万股+17.02%加仓
Plan Group Financial, LLC
1.45%1.34%#9$703.3万7.4万股$569.9万6.8万股+5,785股+8.45%加仓
Focus Partners顾问方案Focus Partners Advisor Solutions, LLC
0.06%0.02%#48$694.6万7.3万股$243.8万2.9万股+4.4万股+150.38%加仓
Sovereign Financial Group, Inc.
1%0.48%#13$688.2万7.3万股$571.7万6.9万股+3,979股+5.79%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#120$590.6万6.2万股$515.5万6.2万股+423股+0.68%加仓
CASTLE WEALTH MANAGEMENT LLC
1.74%1.63%#8$588.0万6.2万股$503.8万6.1万股+1,550股+2.56%加仓
Fonville Wealth Management LLC
0.87%0.9%#16$531.0万5.6万股$470.4万5.7万股-443股-0.78%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.01%#75$493.9万5.2万股$385.5万4.6万股+5,831股+12.58%加仓
Kure Advisory, LLC
2.19%2.07%#6$462.3万4.9万股$379.7万4.6万股+3,195股+7.00%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#95$459.6万4.9万股$394.8万4.7万股+1,092股+2.30%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#146$426.4万4.5万股$455.7万5.5万股-1.1万股-19.20%减仓
ARKANSAS FINANCIAL GROUP, INC.
0.52%0.48%#21$400.5万4.2万股$346.1万4.0万股+2,187股+5.45%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.02%#72$385.5万4.1万股$00股+4.1万股新买入
Winter & Associates, Inc.
2.83%1.63%#4$376.9万4.0万股$186.7万2.2万股+1.8万股+80.64%加仓
顶峰金融Summit Financial, LLC
0.04%0.04%#55$364.6万3.9万股$302.8万3.6万股+2,106股+5.79%加仓
MarinerMariner, LLC
<0.01%<0.01%#96$359.8万3.8万股$317.9万3.8万股-214股-0.56%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#135$325.4万3.4万股$610.9万7.3万股-3.9万股-53.19%减仓
Procyon Advisors, LLC
0.04%0.03%#54$313.8万3.3万股$290.0万3.5万股-1,712股-4.91%减仓
PARTNERS CAPITAL INVESTMENT 集团PARTNERS CAPITAL INVESTMENT GROUP, LLP
0.1%0.09%#40$274.5万2.9万股$241.2万2.9万股00.00%持仓不变
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#109$257.9万2.7万股$228.4万2.7万股-222股-0.81%减仓
Continuum Advisory, LLC
0.2%0.2%#33$246.9万2.6万股$207.7万2.5万股+1,110股+4.45%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#150$240.2万2.5万股$313.1万3.8万股-1.2万股-32.58%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#139$239.2万2.5万股$251.9万3.0万股-5,010股-16.55%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#107$237.6万2.5万股$250.6万3.0万股-5,021股-16.67%减仓
花旗集团CITIGROUP INC
<0.01%<0.01%#130$228.7万2.4万股$3.0万359股+2.4万股+6,627.02%加仓
Financial Management, Inc.
1.86%#7$226.3万2.4万股$00股+2.4万股新买入
High Probability Advisors, LLC
0.23%0.25%#30$218.8万2.3万股$192.0万2.3万股+33股+0.14%加仓
PACIFIC SUN FINANCIAL CORP
0.89%0.92%#15$215.0万2.3万股$189.1万2.3万股-10股-0.04%减仓
LEAVELL INVESTMENT MANAGEMENT, INC.
0.08%0.07%#44$213.2万2.3万股$178.8万2.1万股+1,027股+4.78%加仓
Sincerus Advisory, LLC
1.21%1.16%#11$177.7万1.9万股$152.9万1.8万股+384股+2.09%加仓
INTEGRITY ALLIANCE, LLC.
0.05%0.05%#52$161.6万1.7万股$130.7万1.6万股+1,357股+8.64%加仓
M Wealth Management, LLC
1.25%1.02%#10$159.5万1.7万股$120.6万1.4万股+2,347股+16.19%加仓
One Wealth Map LLC
0.72%0.65%#17$157.7万1.6万股$138.0万1.5万股+626股+4.09%加仓
LongView Wealth Management
0.4%0.31%#26$156.5万1.7万股$122.0万1.4万股+2,676股+19.31%加仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.07%0.08%#45$154.7万1.6万股$129.3万1.6万股+801股+5.15%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#100$145.5万1.5万股$134.6万1.6万股-803股-4.97%减仓

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