13FBOX
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 TRLQDW
持有机构数
43
机构合计市值 (Q2 2026)
$7,582.5万
机构合计股数 (Q2 2026)
315.6万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+26.2万股
24 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-25.4万股
19 · 9 清仓 · ≈
⚖️ 净额
+7,707股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,582.5万
持有机构数
43
新买入
7
加仓
17
减仓
10
清仓
9
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
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#27$2,141.0万89.1万股$2,197.2万90.9万股-1.8万股-1.93%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#24$1,092.7万45.5万股$1,011.7万41.8万股+3.6万股+8.70%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#25$778.6万32.4万股$755.1万31.2万股+1.2万股+3.77%加仓
Sentinel Advisory Group, LLC
2.72%2.93%#1$665.1万27.7万股$601.3万24.9万股+2.8万股+11.34%加仓
Kelly Financial Services LLC
0.93%1.03%#2$434.1万18.1万股$427.2万17.6万股+4,334股+2.46%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#23$368.9万15.4万股$320.1万13.2万股+2.1万股+16.00%加仓
Prime Capital投资顾问Prime Capital Investment Advisors, LLC
0.03%0.04%#10$356.9万14.9万股$346.1万14.3万股+5,433股+3.80%加仓
ARMSTRONG ADVISORY GROUP, INC
0.15%0.15%#6$247.2万10.3万股$223.2万9.2万股+1.1万股+11.48%加仓
Mather集团MATHER GROUP, LLC.
0.02%0.04%#15$227.1万9.5万股$407.9万16.9万股-7.4万股-43.97%减仓
Private Advisor集团Private Advisor Group, LLC
0.01%0.01%#18$133.4万5.6万股$240.9万10.0万股-4.4万股-44.28%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$122.7万5.1万股$105.7万4.4万股+7,331股+16.76%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%#28$115.1万4.8万股$00股+4.8万股新买入
未来资产环球投资Mirae Asset Global Investments Co., Ltd.
<0.01%<0.01%#29$73.2万3.0万股$57.7万2.4万股+6,613股+27.73%加仓
Prosperity Consulting 集团Prosperity Consulting Group, LLC
0.03%0.03%#11$70.5万2.9万股$74.6万3.1万股-1,494股-4.84%减仓
SeaCrest Wealth Management, LLC
0.08%0.07%#7$68.5万2.9万股$66.5万2.8万股+1,000股+3.64%加仓
Nicholas Wealth, LLC.
0.34%0.29%#3$62.3万2.6万股$42.5万1.8万股+8,351股+47.48%加仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#21$57.3万2.4万股$1.5万600股+2.3万股+3,872.83%加仓
DOVER ADVISORS, LLC
0.22%0.24%#4$52.3万2.1万股$59.0万2.4万股-3,125股-12.80%减仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#30$50.2万2.1万股$55.2万2.3万股-1,784股-7.75%减仓
Belpointe 资产管理Belpointe Asset Management LLC
0.02%0.02%#16$48.1万2.0万股$53.7万2.2万股-2,183股-9.83%减仓
Fortis Capital Advisors, LLC
0.05%0.07%#9$48.1万2.0万股$53.7万2.2万股-2,183股-9.83%减仓
Lloyd Advisory Services, LLC.
0.18%#5$46.2万1.9万股$00股+1.9万股新买入
MGO资本MGO ONE SEVEN LLC
0.01%0.01%#17$43.9万1.8万股$44.2万1.8万股00.00%持仓不变
IMA Advisory Services, Inc.
0.02%#13$37.0万1.5万股$00股+1.5万股新买入
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#33$32.5万1.4万股$27.5万1.1万股+2,175股+19.13%加仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#22$28.1万1.2万股$27.0万1.1万股+559股+5.01%加仓
Comprehensive Financial Consultants Institutional, Inc.
0.07%0.08%#8$28.0万1.2万股$28.2万1.2万股00.00%持仓不变
PRIVATE TRUST CO NA
0.02%0.03%#14$27.9万1.2万股$28.7万1.2万股00.00%持仓不变
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
<0.01%#20$26.4万1.1万股$00股+1.1万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%<0.01%#38$26.3万1.1万股$42.7万1.8万股-6,696股-37.94%减仓
CRA Financial Services, LLC
0.03%0.03%#12$22.2万9,240股$22.3万9,219股+21股+0.23%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#34$21.6万9,000股$21.8万9,000股00.00%持仓不变
Avidian Wealth Enterprises, LLC
0.01%0.01%#19$21.1万8,786股$21.2万8,786股00.00%持仓不变
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#35$2.1万884股$2.1万884股00.00%持仓不变
AssetMarkASSETMARK, INC
<0.01%<0.01%#37$1.8万744股$1.8万744股00.00%持仓不变
AE财富管理AE Wealth Management LLC
<0.01%#36$1.5万627股$00股+627股新买入
富国银行WELLS FARGO & COMPANY/MN
<0.01%#41$7,075295股$00股+295股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#42$7,000306股$7,000300股+6股+2.00%加仓
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#40$3,603150股$3,616150股00.00%持仓不变
WealthShield Partners, LLC
<0.01%0.07%#32$3,395141股$62.2万2.6万股-2.6万股-99.45%减仓
Triumph Capital Management
<0.01%<0.01%#31$3,147131股$75031股+100股+322.58%加仓
IFP顾问IFP Advisors, Inc
<0.01%#39$1,58666股$00股+66股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#43$301股$361股00.00%持仓不变

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