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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 TRXVV
持有机构数
160
机构合计市值 (Q2 2026)
$3.00亿
机构合计股数 (Q2 2026)
527.4万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+29.8万股
85 · 26 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-107.7万股
49 · 10 清仓 · ≈
⚖️ 净额
-77.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.00亿
持有机构数
160
新买入
26
加仓
59
减仓
39
清仓
10
持股不变
36
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
University of Cambridge Investment Management Ltd
100%100%#1$9,389.2万165.0万股$1.08亿220.2万股-55.3万股-25.10%减仓
SUN LIFE FINANCIAL INC
1.28%2.3%#3$2,508.0万44.2万股$4,051.0万82.3万股-38.1万股-46.34%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#109$1,738.9万30.6万股$1,346.3万27.4万股+3.3万股+11.95%加仓
BECKER 资本管理BECKER CAPITAL MANAGEMENT INC
0.39%0.36%#12$1,451.9万25.6万股$1,217.1万24.7万股+8,395股+3.40%加仓
布朗顾问BROWN ADVISORY INC
0.02%0.02%#81$1,292.9万22.8万股$1,077.8万21.9万股+8,691股+3.97%加仓
KeyBank国民银行KEYBANK NATIONAL ASSOCIATION/OH
0.03%0.03%#70$995.4万17.5万股$785.1万16.0万股+1.6万股+9.88%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.01%0.01%#93$446.7万7.9万股$356.2万7.2万股+6,292股+8.69%加仓
富兰克林资源FRANKLIN RESOURCES INC
<0.01%<0.01%#131$431.6万7.6万股$374.1万7.6万股00.00%持仓不变
Wharton Business 集团Wharton Business Group, LLC
0.14%0.14%#34$431.1万7.6万股$376.2万7.6万股-520股-0.68%减仓
JNBA Financial Advisors
0.33%0.35%#20$429.7万7.6万股$421.5万8.6万股-9,981股-11.65%减仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#134$421.4万7.4万股$360.3万7.3万股+997股+1.36%加仓
Alpine Bank Wealth Management
0.53%0.5%#6$412.4万7.3万股$346.2万7.0万股+2,279股+3.24%加仓
Atlantic Private Wealth, LLC
2.33%2.3%#2$384.1万6.8万股$351.9万7.2万股-3,873股-5.42%减仓
BSW Wealth Partners
0.36%0.38%#15$327.4万5.8万股$309.0万6.3万股-5,124股-8.16%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#132$320.9万5.7万股$303.2万6.2万股-5,095股-8.27%减仓
Biltmore Family Office, LLC
0.42%0.39%#10$319.2万5.6万股$276.6万5.6万股00.00%持仓不变
北岩合伙人NorthRock Partners, LLC
0.04%0.04%#66$270.5万4.8万股$232.7万4.7万股+360股+0.76%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#117$264.0万4.6万股$228.0万4.6万股+179股+0.39%加仓
GOULD ASSET MANAGEMENT LLC /CA/
0.4%0.38%#11$255.4万4.5万股$220.2万4.5万股+225股+0.50%加仓
巴特利特财富管理BARTLETT & CO. WEALTH MANAGEMENT LLC
0.03%0.02%#71$250.2万4.4万股$195.1万3.6万股+8,482股+23.85%加仓
EP财富顾问EP Wealth Advisors, LLC
0.01%0.01%#91$227.1万4.0万股$203.9万4.1万股-1,449股-3.50%减仓
Lido顾问Lido Advisors, LLC
0.01%0.01%#101$213.1万3.8万股$193.5万3.9万股-1,782股-4.53%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#144$183.1万3.2万股$148.4万3.0万股+2,093股+6.94%加仓
MAI资本管理MAI Capital Management
0.01%0.01%#95$179.2万3.2万股$157.6万3.2万股-468股-1.46%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#150$171.6万3.0万股$143.0万2.9万股+1,162股+4.00%加仓
Wick Capital Partners, LLC
0.25%0.27%#22$171.1万3.0万股$148.4万3.0万股-13股-0.04%减仓
RETIREMENT CAPITAL STRATEGIES
0.59%0.29%#5$171.0万3.0万股$75.7万1.5万股+1.5万股+95.73%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#140$167.4万2.9万股$138.1万2.8万股+1,409股+5.02%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#152$165.1万2.9万股$155.4万3.3万股-3,285股-10.11%减仓
Napier Financial, LLC
0.34%0.33%#19$162.7万2.9万股$141.8万2.9万股-153股-0.53%减仓
Financial Council, LLC
0.52%0.54%#8$159.7万2.8万股$139.7万2.8万股-274股-0.97%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#119$158.0万2.8万股$133.0万2.7万股+803股+2.97%加仓
Tarbox Family Office, Inc.
0.22%0.12%#24$155.9万2.7万股$74.8万1.5万股+1.2万股+80.52%加仓
NerdWallet Wealth Partners, LLC
0.53%0.48%#7$152.9万2.7万股$110.2万2.2万股+4,544股+20.30%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#114$144.1万2.5万股$111.1万2.3万股+2,804股+12.42%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#124$133.1万2.3万股$113.8万2.3万股+327股+1.41%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#151$130.7万2.3万股$00股+2.3万股新买入
Cornerstone Financial Management LLC
0.99%0.86%#4$123.3万2.2万股$93.6万1.9万股+2,699股+14.19%加仓
阿波罗财富管理Apollon Wealth Management, LLC
0.01%0.02%#86$114.8万2.0万股$100.0万2.0万股-103股-0.51%减仓
Cresset资产管理Cresset Asset Management, LLC
<0.01%<0.01%#108$108.3万1.9万股$92.7万1.9万股+231股+1.23%加仓
MarinerMariner, LLC
<0.01%<0.01%#127$104.8万1.8万股$87.0万1.8万股+795股+4.50%加仓
Sage Mountain Advisors LLC
0.06%0.06%#55$98.7万1.7万股$85.6万1.7万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#130$97.7万1.7万股$78.5万1.6万股+1,253股+7.86%加仓
Prosperity Consulting 集团Prosperity Consulting Group, LLC
0.04%0.03%#68$96.9万1.7万股$69.2万1.4万股+2,995股+21.29%加仓
M&T银行M&T BANK CORP
<0.01%#115$93.4万1.6万股$00股+1.6万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#113$92.2万1.6万股$87.1万1.8万股-1,462股-8.26%减仓
Sound Stewardship, LLC
0.38%0.36%#13$91.3万1.6万股$79.0万1.6万股+32股+0.20%加仓
Magnus Financial Group LLC
0.06%0.07%#50$91.2万1.6万股$90.6万1.8万股-2,345股-12.75%减仓
Heritage Family Offices, LLP
0.34%#18$89.0万1.6万股$00股+1.6万股新买入
Pacific Excel Wealth Advisors, Inc.
0.34%#16$89.0万1.6万股$00股+1.6万股新买入

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