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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 TRIBMT
持有机构数
71
机构合计市值 (Q2 2026)
$8,826.8万
机构合计股数 (Q2 2026)
342.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+120.8万股
55 · 16 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-22.8万股
9 · 3 清仓 · ≈
⚖️ 净额
+98.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$8,826.8万
持有机构数
71
新买入
16
加仓
39
减仓
6
清仓
3
持股不变
10
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
HighTower顾问HighTower Advisors, LLC
0.02%0.01%#33$1,671.6万64.8万股$713.5万27.8万股+37.0万股+133.08%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.02%0.01%#35$1,234.5万47.8万股$877.4万34.2万股+13.7万股+39.98%加仓
美国合众银行US BANCORP \DE\
0.01%0.01%#44$580.5万22.5万股$462.3万18.0万股+4.5万股+24.93%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#59$405.8万15.7万股$287.0万11.2万股+4.5万股+40.70%加仓
Praetorian Wealth Management, Inc.
0.63%0.64%#1$365.4万14.2万股$335.3万13.0万股+1.2万股+8.90%加仓
LBMC INVESTMENT ADVISORS, LLC
0.18%0.2%#6$340.8万13.2万股$323.5万12.6万股+6,064股+4.81%加仓
Hills Bank & Trust Co
0.12%0.06%#10$289.5万11.2万股$115.2万4.5万股+6.7万股+149.96%加仓
Quantum Financial Advisors, LLC
0.23%0.41%#5$267.5万10.4万股$361.2万14.1万股-3.7万股-26.34%减仓
Focus Partners财富Focus Partners Wealth
<0.01%#53$260.2万10.1万股$00股+10.1万股新买入
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
0.02%0.03%#30$251.3万9.7万股$218.6万8.5万股+1.2万股+14.36%加仓
AssetMarkASSETMARK, INC
<0.01%#49$213.4万8.3万股$00股+8.3万股新买入
Ellis Investment Partners, LLC
0.28%0.32%#4$183.9万7.1万股$182.9万7.1万股+18股+0.03%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#60$147.8万5.7万股$147.0万5.7万股00.00%持仓不变
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#55$120.1万4.7万股$119.0万4.6万股+187股+0.40%加仓
Kestra顾问服务Kestra Advisory Services, LLC
<0.01%<0.01%#48$118.6万4.6万股$76.3万3.0万股+1.6万股+54.57%加仓
NewEdge顾问NewEdge Advisors, LLC
<0.01%<0.01%#51$104.1万4.0万股$99.1万3.9万股+1,724股+4.47%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.01%0.02%#38$103.4万4.0万股$108.8万4.2万股-2,321股-5.47%减仓
GC Wealth Management RIA, LLC
0.06%0.03%#17$101.6万3.9万股$79.1万3.1万股+8,550股+27.75%加仓
中央信托CENTRAL TRUST Co
0.02%0.02%#32$98.6万3.8万股$88.3万3.4万股+3,804股+11.06%加仓
SPINNAKER TRUST
0.05%0.04%#20$94.5万3.7万股$69.2万2.7万股+9,668股+35.86%加仓
Jacobi Capital Management LLC
0.05%#19$94.5万3.7万股$00股+3.7万股新买入
Curbstone Financial Management Corp
0.16%0.19%#7$94.0万3.6万股$59.0万2.3万股+1.3万股+58.48%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.02%0.02%#34$93.5万3.6万股$90.4万3.5万股+989股+2.81%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#64$84.4万3.3万股$6.5万2,534股+3.0万股+1,191.36%加仓
Cyndeo Wealth Partners, LLC
0.04%0.02%#24$82.8万3.2万股$36.0万1.4万股+1.8万股+129.02%加仓
Valmark顾问Valmark Advisers, Inc.
0.01%0.01%#42$80.4万3.1万股$75.5万2.9万股+1,713股+5.82%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%#65$79.1万3.1万股$00股+3.1万股新买入
LEAVELL INVESTMENT MANAGEMENT, INC.
0.03%0.03%#26$71.0万2.8万股$62.6万2.4万股+3,135股+12.85%加仓
IFP顾问IFP Advisors, Inc
0.01%0.01%#40$64.4万2.5万股$38.2万1.5万股+1.0万股+67.64%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#62$63.6万2.5万股$38.0万1.5万股+9,846股+66.51%加仓
DROMS STRAUSS ADVISORS INC /MO/ /ADV
0.14%0.11%#8$62.8万2.4万股$42.5万1.7万股+7,804股+47.17%加仓
Sanctuary顾问Sanctuary Advisors, LLC
<0.01%<0.01%#52$61.4万2.4万股$60.8万2.4万股+109股+0.46%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#58$58.4万2.3万股$54.9万2.1万股+1,241股+5.80%加仓
Godshalk Welsh Capital Management, Inc.
0.29%0.25%#3$54.2万2.1万股$43.6万1.7万股+4,000股+23.53%加仓
Rossmore Private Capital
0.04%0.02%#23$52.8万2.0万股$26.3万1.0万股+1.0万股+99.51%加仓
Paradigm, Strategies in Wealth Management, LLC
0.31%0.23%#2$51.4万2.0万股$34.0万1.3万股+6,642股+50.08%加仓
Aspen Wealth Management LLC
0.09%0.22%#14$50.2万1.9万股$109.8万4.3万股-2.3万股-54.47%减仓
Newman Dignan & Sheerar, Inc.
0.09%0.1%#13$49.0万1.9万股$48.7万1.9万股+23股+0.12%加仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
<0.01%<0.01%#54$44.4万1.7万股$34.1万1.3万股+3,919股+29.53%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#63$44.0万1.7万股$42.8万1.7万股+400股+2.40%加仓
平行顾问Parallel Advisors, LLC
0.01%0.01%#45$40.2万1.6万股$40.0万1.6万股00.00%持仓不变
SIGMA INVESTMENT COUNSELORS INC
0.02%0.02%#31$37.7万1.5万股$37.6万1.5万股00.00%持仓不变
HOWLAND 资本管理HOWLAND CAPITAL MANAGEMENT LLC
0.01%0.01%#39$37.0万1.4万股$25.2万9,800股+4,560股+46.53%加仓
Balefire, LLC
0.05%#18$33.5万1.3万股$00股+1.3万股新买入
Syntegra Private Wealth Group, LLC
0.02%0.03%#28$29.9万1.2万股$29.8万1.2万股00.00%持仓不变
Heritage Family Offices, LLP
0.11%#12$28.2万1.1万股$00股+1.1万股新买入
Pacific Excel Wealth Advisors, Inc.
0.11%#11$28.2万1.1万股$00股+1.1万股新买入
SCHMIDT P J INVESTMENT MANAGEMENT INC
0.04%0.05%#21$28.0万1.1万股$27.8万1.1万股00.00%持仓不变
Sterling Investment Advisors, Ltd.
0.04%#22$27.8万1.1万股$00股+1.1万股新买入
MEMBERS WEALTH LLC
0.14%#9$25.5万9,867股$00股+9,867股新买入

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