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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 TRIFGL
持有机构数
50
机构合计市值 (Q2 2026)
$3,114.3万
机构合计股数 (Q2 2026)
139.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+13.2万股
25 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-146.3万股
22 · 6 清仓 · ≈
⚖️ 净额
-133.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,114.3万
持有机构数
50
新买入
7
加仓
18
减仓
16
清仓
6
持股不变
9
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
COURIER CAPITAL LLC
0.21%0.21%#3$417.1万18.7万股$376.4万16.8万股+1.9万股+11.13%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#30$412.8万18.5万股$396.5万17.7万股+7,795股+4.40%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#33$285.4万12.8万股$282.6万12.3万股+5,242股+4.27%加仓
Cerity合伙人Cerity Partners LLC
<0.01%<0.01%#23$218.7万9.8万股$231.8万10.4万股-5,617股-5.42%减仓
Payne Capital Management, LLC
0.46%0.51%#1$173.3万7.8万股$169.0万7.6万股+2,149股+2.84%加仓
Gallagher Fiduciary 顾问Gallagher Fiduciary Advisors, LLC
0.04%<0.01%#13$139.0万6.2万股$5.9万131.0万股-124.7万股-95.24%减仓
Old Port Advisors
0.23%0.28%#2$116.3万5.2万股$122.0万5.5万股-2,405股-4.41%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.01%0.01%#18$113.4万5.1万股$153.3万6.9万股-1.8万股-25.82%减仓
Lido顾问Lido Advisors, LLC
<0.01%<0.01%#22$103.1万4.6万股$100.2万4.5万股+1,428股+3.19%加仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#38$100.5万4.5万股$90.6万4.1万股+4,547股+11.23%加仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#21$95.6万4.3万股$53.8万2.4万股+1.9万股+78.21%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$89.4万4.0万股$35.2万1.6万股+2.4万股+154.41%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#34$73.5万3.3万股$160.4万7.2万股-3.9万股-54.09%减仓
Wealthfront顾问Wealthfront Advisers LLC
<0.01%<0.01%#25$59.4万2.7万股$116.3万5.2万股-2.5万股-48.79%减仓
Dunhill Financial, LLC
0.11%0.19%#10$54.3万2.4万股$79.6万3.6万股-1.1万股-31.61%减仓
MARYLAND CAPITAL ADVISORS INC.
0.15%#6$48.1万2.2万股$00股+2.2万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#41$44.9万2.0万股$54.1万2.4万股-4,081股-16.87%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#31$41.3万1.9万股$35.8万1.6万股+2,504股+15.62%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#36$37.9万1.7万股$39.2万1.8万股-514股-2.93%减仓
景顺Invesco Ltd.
<0.01%<0.01%#44$37.7万1.7万股$39.3万1.8万股-662股-3.77%减仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#43$36.0万1.6万股$86.7万3.9万股-2.3万股-58.36%减仓
Financial Alternatives, Inc
0.17%0.19%#4$34.6万1.6万股$34.4万1.5万股+146股+0.95%加仓
NATIXIS ADVISORS, LLC
<0.01%<0.01%#28$34.5万1.5万股$27.5万1.2万股+3,168股+25.79%加仓
Prosperity Planning, Inc.
0.07%0.09%#12$32.0万1.4万股$35.5万1.6万股-1,519股-9.58%减仓
AWM CAPITAL, LLC
0.03%0.02%#15$31.9万1.4万股$23.9万1.1万股+3,619股+33.89%加仓
纽约梅隆银行Bank of New York Mellon Corp
<0.01%<0.01%#42$30.4万1.4万股$30.4万1.4万股00.00%持仓不变
Ariadne Wealth Management, LP
0.13%0.13%#8$29.1万1.3万股$29.2万1.3万股00.00%持仓不变
WESTBOURNE INVESTMENTS, INC.
0.11%0.15%#11$27.2万1.2万股$31.0万1.4万股-1,686股-12.14%减仓
SBI Securities Co., Ltd.
0.01%0.01%#17$26.7万1.2万股$27.0万1.2万股-133股-1.10%减仓
Upper Left Wealth Management, LLC
0.14%0.14%#7$24.5万1.1万股$24.1万1.1万股+194股+1.80%加仓
Savvy Advisors, Inc.
<0.01%0.01%#20$22.8万1.0万股$22.9万1.0万股00.00%持仓不变
Integras Partners LLC
0.12%#9$21.8万9,772股$00股+9,772股新买入
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#29$21.2万9,515股$20.7万9,240股+275股+2.98%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#37$20.8万9,280股$10.1万4,656股+4,624股+99.31%加仓
Virginia Estate & Retirement Planning Advisors Inc.
0.17%#5$14.1万1,276股$00股+1,276股新买入
Private Wealth Management Group, LLC
0.03%0.04%#14$13.8万6,179股$13.8万6,179股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#46$9.7万4,349股$9.2万4,120股+229股+5.56%加仓
Stone House Investment Management, LLC
0.01%0.01%#16$4.9万2,204股$4.9万2,188股+16股+0.73%加仓
HALBERT HARGROVE GLOBAL ADVISORS, LLC
<0.01%<0.01%#24$3.5万1,592股$7.6万3,405股-1,813股-53.25%减仓
IFP顾问IFP Advisors, Inc
<0.01%<0.01%#27$2.3万1,009股$2.3万1,009股00.00%持仓不变
Strategic Investment Solutions, Inc. /IL
0.01%#19$2.2万1,000股$00股+1,000股新买入
威廉·布莱尔BLAIR WILLIAM & CO/IL
<0.01%<0.01%#40$2.1万923股$2.1万923股00.00%持仓不变
花旗集团CITIGROUP INC
<0.01%<0.01%#47$2.0万882股$2.0万882股00.00%持仓不变
富达投资FMR LLC
<0.01%<0.01%#48$1.3万563股$1.5万681股-118股-17.33%减仓
五三银行FIFTH THIRD BANCORP
<0.01%<0.01%#45$9,946446股$9,973446股00.00%持仓不变
Arax顾问Arax Advisory Partners
<0.01%#39$9,901444股$00股+444股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%#35$6,333284股$00股+284股新买入
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
<0.01%<0.01%#32$6,133275股$6,149275股00.00%持仓不变
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#49$3,859172股$1,20055股+117股+212.73%加仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%#50$55825股$00股+25股新买入

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