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iShares安硕 · 13F 机构持仓分析
期权收益计算器 机构排行
I

iShares安硕

ISHARES INCEMHY
持有机构数
103
机构合计市值 (Q2 2026)
$3.54亿
机构合计股数 (Q2 2026)
870.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+81.8万股
49 · 10 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-59.9万股
59 · 24 清仓 · ≈
⚖️ 净额
+21.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.54亿
持有机构数
103
新买入
10
加仓
39
减仓
35
清仓
24
持股不变
19
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
AssetMarkASSETMARK, INC
0.1%0.11%#19$5,964.4万146.7万股$5,394.3万137.0万股+9.7万股+7.08%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#76$4,606.2万113.3万股$3,735.1万94.8万股+18.4万股+19.43%加仓
Sound Income Strategies, LLC
1.78%1.87%#3$3,966.6万97.5万股$3,866.7万98.4万股-8,462股-0.86%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#64$3,570.0万87.8万股$2,994.3万76.0万股+11.8万股+15.46%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%0.01%#49$2,949.8万72.5万股$2,801.1万71.1万股+1.4万股+1.98%加仓
Horizon Wealth Management, LLC
1.86%1.91%#2$1,460.4万35.9万股$1,301.1万33.0万股+2.9万股+8.70%加仓
顶峰金融Summit Financial, LLC
0.14%0.16%#17$1,302.7万32.0万股$1,258.2万31.9万股+860股+0.27%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#63$1,098.9万27.0万股$1,112.1万28.2万股-1.2万股-4.31%减仓
瑞士宝盛银行Bank Julius Baer & Co. Ltd, Zurich
0.03%0.03%#31$1,011.7万24.9万股$981.8万24.9万股-535股-0.21%减仓
冯托贝尔控股Vontobel Holding Ltd.
0.03%0.03%#32$808.8万19.9万股$785.6万20.0万股-596股-0.30%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#81$728.9万17.9万股$967.2万24.4万股-6.4万股-26.45%减仓
Systelligence, LLC
0.75%#6$447.9万11.0万股$00股+11.0万股新买入
AE财富管理AE Wealth Management LLC
0.02%0.02%#35$439.8万10.8万股$401.7万10.2万股+6,134股+6.01%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#80$379.5万9.3万股$341.1万8.7万股+6,723股+7.76%加仓
BLUELINE ADVISORS LLC
2.62%2.69%#1$378.0万9.3万股$346.3万8.8万股+5,017股+5.70%加仓
MarinerMariner, LLC
<0.01%<0.01%#51$372.1万9.2万股$368.5万9.4万股-2,052股-2.19%减仓
汇丰控股HSBC HOLDINGS PLC
<0.01%<0.01%#69$371.3万9.1万股$235.3万6.0万股+3.2万股+52.80%加仓
Kensington Asset Management, LLC
0.18%0.12%#16$331.8万8.2万股$222.9万5.7万股+2.5万股+44.17%加仓
Mount Lucas Management LP
1.13%1.12%#4$316.4万7.8万股$302.2万7.7万股+1,048股+1.37%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#62$300.1万7.4万股$314.5万8.0万股-6,073股-7.60%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#77$285.4万7.0万股$247.9万6.3万股+7,234股+11.49%加仓
Tidal投资Tidal Investments LLC
<0.01%<0.01%#50$247.2万6.1万股$175.1万4.5万股+1.6万股+36.70%加仓
Impact Partnership Wealth, LLC
0.21%0.19%#15$213.8万5.3万股$157.1万4.0万股+1.3万股+31.76%加仓
FOCUS Wealth Advisors, LLC
0.99%0.98%#5$213.5万5.3万股$200.3万5.1万股+1,640股+3.22%加仓
全球退休合伙人Global Retirement Partners, LLC
0.03%#30$201.3万5.0万股$00股+5.0万股新买入
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#59$195.8万4.8万股$178.9万4.5万股+2,701股+5.94%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#82$181.3万4.5万股$159.9万4.1万股+3,966股+9.77%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#53$152.6万3.8万股$150.3万3.8万股-648股-1.70%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#57$151.7万3.7万股$159.7万4.1万股-3,236股-7.98%减仓
Nilsine Partners, LLC
0.1%0.11%#18$150.1万3.7万股$145.1万3.6万股+986股+2.74%加仓
Note Advisors, LLC
0.65%#8$149.1万3.7万股$00股+3.7万股新买入
Advisory Alpha, LLC
0.03%0.04%#28$142.5万3.5万股$151.1万3.8万股-3,320股-8.65%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#70$124.8万3.1万股$82.9万2.1万股+9,635股+45.77%加仓
Belpointe 资产管理Belpointe Asset Management LLC
0.04%0.04%#26$124.5万3.1万股$120.0万3.0万股+158股+0.52%加仓
财富关怀顾问Wealthcare Advisory Partners LLC
0.02%0.02%#34$110.6万2.7万股$97.5万2.5万股+2,459股+9.93%加仓
Atria投资Atria Investments, Inc
0.01%0.02%#41$98.7万2.4万股$143.7万3.7万股-1.2万股-33.52%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.01%0.01%#44$92.7万2.3万股$83.5万2.1万股+1,614股+7.62%加仓
McAdam, LLC
0.03%0.04%#29$84.4万2.1万股$81.1万2.1万股+146股+0.71%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#94$74.8万1.8万股$69.4万1.8万股+770股+4.37%加仓
Truist金融TRUIST FINANCIAL CORP
<0.01%<0.01%#73$74.7万1.8万股$73.8万1.9万股-354股-1.89%减仓
CreativeOne Wealth, LLC
0.02%0.01%#37$70.6万1.7万股$62.0万1.6万股+1,613股+10.24%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#74$68.7万1.7万股$72.2万1.8万股-1,426股-7.78%减仓
Hyundai Investments Co., Ltd.
0.74%0.52%#7$68.0万1.7万股$46.5万1.2万股+4,773股+40.00%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
<0.01%<0.01%#52$67.6万1.7万股$57.2万1.5万股+2,090股+14.39%加仓
Greenline Wealth Management LLC
0.55%0.65%#9$67.1万1.6万股$56.2万1.4万股+2,221股+15.56%加仓
Allie Family Office LLC
0.1%0.11%#20$65.7万1.6万股$24.8万6,288股+9,879股+157.11%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#90$65.7万1.6万股$92.9万2.4万股-7,426股-31.49%减仓
Optivise Advisory Services LLC
0.31%0.44%#13$61.7万1.5万股$73.1万1.9万股-3,392股-18.27%减仓
Ariadne Wealth Management, LP
0.27%0.26%#14$60.6万1.5万股$58.7万1.5万股00.00%持仓不变
AlphaCentric Advisors LLC
0.42%0.46%#12$49.7万1.2万股$46.5万1.2万股+421股+3.56%加仓

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