13FBOX
贝莱德·CAP ALLOCATION TER · 13F 机构持仓分析
期权收益计算器 机构排行

贝莱德·CAP ALLOCATION TER

BLACKROCK CAP ALLOCATION TERBCAT
持有机构数
110
机构合计市值 (Q2 2026)
$3.05亿
机构合计股数 (Q2 2026)
1,918.0万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+149.8万股
65 · 25 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-191.3万股
38 · 15 清仓 · ≈
⚖️ 净额
-41.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.05亿
持有机构数
110
新买入
25
加仓
40
减仓
23
清仓
15
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
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#57$5,739.7万360.3万股$6,632.9万448.5万股-88.2万股-19.66%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#43$3,877.2万243.4万股$3,557.6万251.8万股-8.4万股-3.33%减仓
Penserra Capital Management LLC
0.2%0.26%#5$2,570.0万161.3万股$2,192.6万155.2万股+6.2万股+3.97%加仓
COHEN & STEERS, INC.
0.04%0.04%#21$2,505.2万157.3万股$2,328.1万164.8万股-7.5万股-4.55%减仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#72$2,472.0万155.2万股$2,086.7万147.7万股+7.5万股+5.08%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#62$1,675.0万105.1万股$1,383.0万97.9万股+7.3万股+7.43%加仓
景顺Invesco Ltd.
<0.01%<0.01%#79$1,115.0万70.0万股$1,296.3万91.7万股-21.7万股-23.70%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#71$1,083.9万68.0万股$805.5万57.0万股+11.0万股+19.37%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#67$925.5万58.1万股$170.2万12.0万股+46.0万股+382.16%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#69$740.7万46.5万股$666.9万47.2万股-7,021股-1.49%减仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
0.01%0.01%#32$705.5万44.3万股$590.7万41.8万股+2.5万股+5.95%加仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#47$639.9万40.2万股$708.5万50.1万股-10.0万股-19.88%减仓
顾问资产管理Advisors Asset Management, Inc.
0.09%0.08%#12$612.2万38.4万股$510.5万36.1万股+2.3万股+6.37%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#73$567.6万35.6万股$478.3万33.9万股+1.8万股+5.26%加仓
Keebeck Wealth Management
0.55%0.56%#2$560.7万35.2万股$497.3万35.2万股00.00%持仓不变
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#36$372.9万23.4万股$324.4万23.0万股+4,497股+1.96%加仓
Lido顾问Lido Advisors, LLC
0.01%0.01%#39$302.0万19.0万股$263.3万18.6万股+3,245股+1.74%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#98$198.3万12.5万股$114.6万8.1万股+4.3万股+53.46%加仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.01%0.01%#34$198.3万12.4万股$137.6万9.7万股+2.7万股+27.81%加仓
Perennial Investment Advisors, LLC
0.12%0.11%#11$182.6万11.5万股$133.7万9.5万股+2.0万股+21.10%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#65$165.8万10.4万股$129.4万9.2万股+1.2万股+13.63%加仓
PFG 投资PFG Investments, LLC
0.06%0.06%#15$161.8万10.2万股$137.9万9.8万股+4,005股+4.10%加仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#64$144.2万9.0万股$125.3万8.9万股+1,815股+2.05%加仓
Aviance Capital Partners, LLC
0.15%0.03%#9$140.8万8.8万股$29.3万2.1万股+6.8万股+325.76%加仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#61$138.0万8.7万股$122.5万8.7万股00.00%持仓不变
Clearstead顾问Clearstead Advisors, LLC
0.01%0.01%#31$132.9万8.3万股$117.9万8.3万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#75$129.3万8.1万股$102.5万7.3万股+8,641股+11.91%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#70$128.8万8.1万股$97.7万6.9万股+1.2万股+17.03%加仓
Janney Montgomery Scott LLC
<0.01%#60$127.8万8.0万股$00股+8.0万股新买入
Formidable Asset Management, LLC
0.18%0.14%#6$113.2万8.0万股$93.3万6.6万股+1.4万股+21.53%加仓
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#84$97.5万6.1万股$147.5万10.4万股-4.3万股-41.37%减仓
WINEBRENNER CAPITAL MANAGEMENT LLC
0.55%0.37%#1$90.8万5.7万股$57.9万4.1万股+1.6万股+39.02%加仓
Bramshill Investments, LLC
0.06%0.06%#16$81.7万5.1万股$71.6万5.1万股+591股+1.17%加仓
EVOLVE PRIVATE WEALTH, LLC
0.05%0.07%#17$81.4万5.1万股$140.0万9.9万股-4.8万股-48.43%减仓
&Partners&PARTNERS
<0.01%<0.01%#56$78.6万4.9万股$67.7万4.8万股+1,450股+3.03%加仓
CoreCap 顾问CoreCap Advisors, LLC
0.02%0.01%#26$76.7万4.8万股$37.7万2.7万股+2.1万股+80.57%加仓
Mathes Company, Inc.
0.23%0.35%#4$73.3万4.6万股$96.4万6.8万股-2.2万股-32.60%减仓
Triumph Capital Management
0.13%#10$69.2万4.3万股$00股+4.3万股新买入
顶峰金融Summit Financial, LLC
0.01%#42$67.5万4.2万股$00股+4.2万股新买入
TD Capital Management LLC
0.05%0.05%#18$59.7万3.7万股$50.4万3.6万股+1,804股+5.06%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.01%0.01%#46$57.1万3.6万股$53.9万3.8万股-2,300股-6.03%减仓
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
0.01%0.01%#33$57.1万3.6万股$53.9万3.8万股-2,300股-6.03%减仓
Amplius Wealth Advisors, LLC
0.04%0.04%#20$56.2万3.5万股$50.3万3.6万股-331股-0.93%减仓
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#88$55.2万3.5万股$2.9万2.8万股+6,592股+23.49%加仓
Joseph P. Lucia & Associates, LLC
0.16%0.17%#8$53.4万3.4万股$47.0万3.3万股+270股+0.81%加仓
Bison Wealth, LLC
0.05%0.05%#19$52.9万3.3万股$51.2万3.3万股+503股+1.54%加仓
OneAscent Family Office, LLC
0.25%#3$49.8万3.1万股$00股+3.1万股新买入
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#86$46.5万2.9万股$23.9万1.7万股+1.2万股+72.69%加仓
KINGSWOOD WEALTH 顾问KINGSWOOD WEALTH ADVISORS, LLC
0.02%0.02%#28$45.5万2.9万股$35.3万2.5万股+3,537股+14.15%加仓
Quantinno资本管理Quantinno Capital Management LP
<0.01%<0.01%#85$43.0万2.7万股$58.3万4.1万股-1.4万股-34.52%减仓

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