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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 TRSIZE
持有机构数
73
机构合计市值 (Q2 2026)
$3.60亿
机构合计股数 (Q2 2026)
192.6万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+4.2万股
23 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-10.6万股
34 · 6 清仓 · ≈
⚖️ 净额
-6.4万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.60亿
持有机构数
73
新买入
8
加仓
15
减仓
28
清仓
6
持股不变
22
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%#24$9,145.2万51.3万股$8,144.8万51.1万股+2,197股+0.43%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#46$5,768.4万32.4万股$5,620.1万35.2万股-2.9万股-8.20%减仓
James Reed Financial Services, Inc.
22.3%22.63%#1$2,921.7万16.4万股$2,614.6万16.4万股-85股-0.05%减仓
Lido顾问Lido Advisors, LLC
0.05%0.05%#13$1,943.6万10.9万股$1,653.5万10.4万股+5,328股+5.14%加仓
Trinity Wealth Management, LLC
5.64%6.49%#2$1,778.4万10.0万股$1,767.8万11.1万股-1.1万股-10.02%减仓
Strategic Financial Services, Inc.
0.77%0.77%#4$1,762.1万9.9万股$1,622.1万10.2万股-2,887股-2.84%减仓
GFS Advisors, LLC
1.79%#3$1,696.2万20股$00股+20股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#37$1,346.2万7.6万股$1,034.9万6.5万股+1.1万股+16.35%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.02%0.02%#17$1,302.4万7.3万股$1,171.1万7.3万股-390股-0.53%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#32$1,297.8万7.3万股$1,068.2万6.7万股+5,815股+8.68%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#33$1,075.8万6.0万股$984.1万6.2万股-1,372股-2.22%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#47$937.1万5.3万股$946.0万5.9万股-6,763股-11.40%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#55$715.8万4.0万股$563.1万3.5万股+5,131股+14.65%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#41$587.3万3.3万股$583.1万3.7万股-3,624股-9.91%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#31$584.9万3.3万股$595.3万3.7万股-4,523股-12.12%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#36$550.8万3.1万股$542.2万3.5万股-3,674股-10.57%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%0.01%#29$287.5万1.6万股$742.5万4.7万股-3.0万股-65.37%减仓
顶峰之路顾问Summit Trail Advisors, LLC
0.02%0.02%#16$188.4万1.1万股$168.5万1.1万股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#64$166.2万9,333股$142.4万9,159股+174股+1.90%加仓
G&S Capital LLC
0.36%0.37%#5$123.3万6,917股$104.6万6,560股+357股+5.44%加仓
平行顾问Parallel Advisors, LLC
0.02%0.02%#19$104.6万5,868股$93.6万5,868股00.00%持仓不变
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
0.02%0.02%#18$103.9万5,827股$92.9万5,827股00.00%持仓不变
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#58$96.6万5,417股$86.8万5,445股-28股-0.51%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#43$93.6万5,248股$66.5万4,168股+1,080股+25.91%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#62$93.4万5,238股$93.0万5,830股-592股-10.15%减仓
PARK AVENUE SECURITIES LLC
0.01%#25$85.6万4,802股$00股+4,802股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#44$82.0万4,598股$91.7万5,753股-1,155股-20.08%减仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#35$81.4万4,564股$70.8万4,441股+123股+2.77%加仓
Keystone Financial Group
0.04%0.05%#14$77.9万4,369股$70.4万4,369股00.00%持仓不变
QTR Family Wealth, LLC
0.27%0.3%#6$76.3万4,280股$72.2万4,323股-43股-0.99%减仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
<0.01%<0.01%#57$72.0万4,036股$1.8万115股+3,921股+3,409.57%加仓
BCGM Wealth Management, LLC
0.15%0.16%#8$70.7万3,964股$63.2万3,964股00.00%持仓不变
Strategic Blueprint, LLC
0.03%0.03%#15$64.8万3,637股$58.0万3,637股00.00%持仓不变
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#65$56.1万3,146股$46.5万2,917股+229股+7.85%加仓
CLIENT 1ST ADVISORY GROUP, LLC
0.15%0.15%#9$55.7万3,124股$49.8万3,124股00.00%持仓不变
Cypress Wealth Services, LLC
0.06%0.06%#12$47.1万2,644股$42.0万2,637股+7股+0.27%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#45$43.7万2,451股$41.8万2,619股-168股-6.41%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#69$40.2万2,255股$140.2万8,793股-6,538股-74.35%减仓
PGIM定制收成PGIM Custom Harvest LLC
<0.01%0.01%#26$39.9万2,238股$35.8万2,248股-10股-0.44%减仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#52$32.3万1,809股$29.1万1,824股-15股-0.82%减仓
TKG Advisors, LLC
0.11%0.11%#11$31.9万1,789股$27.2万1,703股+86股+5.05%加仓
Choreo资本CHOREO, LLC
<0.01%<0.01%#30$31.4万1,759股$28.0万1,759股00.00%持仓不变
道明加拿大TD Waterhouse Canada Inc.
<0.01%<0.01%#48$30.3万1,694股$31.0万1,940股-246股-12.68%减仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#56$29.5万1,652股$29.1万1,822股-170股-9.33%减仓
FLOW TRADERS U.S. LLC
0.01%#21$28.3万1,590股$00股+1,590股新买入
46 Peaks LLC
0.17%0.18%#7$27.0万1,514股$24.2万1,520股-6股-0.39%减仓
J.W.科尔顾问J.W. COLE ADVISORS, INC.
<0.01%0.01%#27$26.3万1,474股$24.7万1,547股-73股-4.72%减仓
Equitable控股Equitable Holdings, Inc.
<0.01%<0.01%#39$25.5万1,431股$25.0万1,545股-114股-7.38%减仓
OneAscent Family Office, LLC
0.13%0.16%#10$24.9万1,397股$22.3万1,397股00.00%持仓不变
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#61$24.0万1,344股$21.4万1,344股00.00%持仓不变

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