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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 TRIMTB
持有机构数
63
机构合计市值 (Q2 2026)
$2.12亿
机构合计股数 (Q2 2026)
485.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+84.8万股
32 · 11 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-60.8万股
24 · 9 清仓 · ≈
⚖️ 净额
+24.0万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$2.12亿
持有机构数
63
新买入
11
加仓
21
减仓
15
清仓
9
持股不变
16
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
MarinerMariner, LLC
0.06%0.07%#14$5,848.8万134.1万股$5,720.5万130.5万股+3.6万股+2.73%加仓
Destination 财富管理Destination Wealth Management
0.54%0.59%#4$2,306.1万52.9万股$2,262.3万51.6万股+1.3万股+2.42%加仓
Octavia Wealth Advisors, LLC
1.86%1.95%#1$2,157.4万49.5万股$2,038.6万46.5万股+2.9万股+6.33%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#45$1,091.5万25.0万股$989.0万22.6万股+2.5万股+10.89%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.02%0.03%#23$1,068.0万24.7万股$1,209.6万27.6万股-3.0万股-10.68%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#38$968.8万22.2万股$435.5万9.9万股+12.3万股+123.51%加仓
全球退休合伙人Global Retirement Partners, LLC
0.13%#10$869.4万19.9万股$00股+19.9万股新买入
LPL金融LPL Financial LLC
<0.01%<0.01%#35$758.5万17.4万股$758.7万17.3万股+797股+0.46%加仓
OneDigital投资顾问OneDigital Investment Advisors LLC
0.06%#15$685.9万15.7万股$00股+15.7万股新买入
瑞银集团UBS Group AG
<0.01%<0.01%#41$627.4万14.4万股$699.1万16.0万股-1.6万股-9.83%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#51$548.0万12.6万股$500.2万11.3万股+1.3万股+11.06%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#52$433.4万9.9万股$398.7万9.1万股+7,468股+8.18%加仓
顶峰金融Summit Financial, LLC
0.04%0.04%#19$345.5万7.9万股$318.1万7.3万股+6,619股+9.12%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#39$333.7万7.7万股$1,019.6万23.3万股-15.6万股-67.12%减仓
Cannon Financial Strategists, Inc.
0.36%0.16%#6$315.8万7.2万股$118.8万2.7万股+4.5万股+167.00%加仓
PFG Advisors
0.13%0.34%#11$263.3万6.0万股$705.8万16.1万股-10.1万股-62.52%减仓
Ethos Capital Management, Inc.
1.82%8.28%#2$255.8万5.9万股$965.1万22.0万股-16.2万股-73.37%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#54$240.4万5.5万股$209.7万4.8万股+7,271股+15.19%加仓
IFP顾问IFP Advisors, Inc
0.04%#18$222.4万5.1万股$00股+5.1万股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.01%0.01%#24$201.9万4.6万股$210.5万4.8万股-1,733股-3.61%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#34$169.5万3.9万股$154.4万3.5万股+3,611股+10.26%加仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#29$142.9万3.3万股$79.1万1.8万股+1.5万股+81.55%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#53$137.5万3.2万股$191.2万4.4万股-1.2万股-27.71%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#36$129.3万3.0万股$61.2万1.4万股+1.6万股+112.50%加仓
HRT金融HRT FINANCIAL LP
<0.01%#33$114.9万2.6万股$00股+2.6万股新买入
J. Mark Nickell & Co.
0.69%#3$86.7万1.6万股$00股+1.6万股新买入
FLOW TRADERS U.S. LLC
0.03%#20$84.4万1.9万股$00股+1.9万股新买入
Revisor Wealth Management LLC
0.2%#9$83.2万1.9万股$00股+1.9万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#56$77.8万1.8万股$107.6万2.5万股-6,705股-27.31%减仓
PHILLIPS FINANCIAL MANAGEMENT, LLC
0.04%0.09%#17$60.0万1.4万股$130.5万3.0万股-1.6万股-53.78%减仓
5T Wealth, LLC
0.22%0.43%#8$59.4万1.4万股$108.6万2.5万股-1.1万股-45.00%减仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#49$49.7万1.1万股$50.0万1.1万股00.00%持仓不变
Reliant Investment Partners, LLC
0.34%0.41%#7$49.3万1.1万股$49.0万1.1万股+111股+0.99%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#40$44.0万1.0万股$34.0万7,764股+2,334股+30.06%加仓
Betterment智能投顾Betterment LLC
<0.01%<0.01%#43$42.0万9,641股$29.2万6,654股+2,987股+44.89%加仓
DAYMARK WEALTH 合伙人DAYMARK WEALTH PARTNERS, LLC
0.01%#25$41.3万9,463股$00股+9,463股新买入
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#59$37.7万8,649股$132.4万3.0万股-2.2万股-71.38%减仓
Charis Legacy Partners, LLC
0.38%0.46%#5$31.0万7,100股$31.1万7,100股00.00%持仓不变
Concurrent投资顾问Concurrent Investment Advisors, LLC
<0.01%<0.01%#32$26.7万6,125股$27.3万6,231股-106股-1.70%减仓
信安证券PRINCIPAL SECURITIES, INC.
<0.01%<0.01%#30$26.6万6,107股$26.8万6,107股00.00%持仓不变
JGP Wealth Management, LLC
0.02%0.03%#22$25.1万5,756股$25.2万5,756股00.00%持仓不变
NewEdge顾问NewEdge Advisors, LLC
<0.01%#44$23.6万5,415股$00股+5,415股新买入
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#58$21.2万4,865股$22.3万5,087股-222股-4.36%减仓
Comprehensive Money Management Services LLC
0.13%0.14%#12$20.9万4,785股$21.0万4,785股00.00%持仓不变
CHAPMAN FINANCIAL GROUP, LLC
0.07%0.07%#13$9.8万2,257股$9.9万2,257股00.00%持仓不变
威廉·布莱尔BLAIR WILLIAM & CO/IL
<0.01%<0.01%#55$7.4万1,694股$7.7万1,746股-52股-2.98%减仓
Godfrey Financial Associates, Inc.
0.04%0.05%#16$5.7万1,318股$5.8万1,318股00.00%持仓不变
东方银行EASTERN BANK
<0.01%<0.01%#46$4.4万1,008股$4.4万1,008股00.00%持仓不变
Kopp Family Office, LLC
0.02%0.03%#21$4.0万911股$4.0万911股00.00%持仓不变
LANARK FINANCIAL, INC.
<0.01%<0.01%#31$3.9万900股$3.9万900股00.00%持仓不变

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