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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 TRSDG
持有机构数
100
机构合计市值 (Q2 2026)
$4,958.4万
机构合计股数 (Q2 2026)
55.5万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+5.9万股
34 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-30.0万股
40 · 11 清仓 · ≈
⚖️ 净额
-24.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,958.4万
持有机构数
100
新买入
8
加仓
26
减仓
29
清仓
11
持股不变
37
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
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#65$377.2万4.2万股$329.5万3.9万股+2,921股+7.44%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#74$374.3万4.2万股$394.9万4.7万股-5,191股-11.03%减仓
Harel Insurance Investments & Financial Services Ltd.
0.02%0.02%#29$337.3万3.8万股$267.2万3.2万股+5,885股+18.49%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#67$225.0万2.5万股$211.4万2.5万股-26股-0.10%减仓
FOSTER DYKEMA CABOT & PARTNERS, LLC
0.11%0.11%#10$191.6万2.1万股$179.8万2.1万股00.00%持仓不变
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#79$184.0万2.1万股$168.8万2.0万股+475股+2.36%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#85$144.4万1.6万股$137.2万1.6万股-334股-2.03%减仓
ASPIRIANT, LLC
0.04%0.04%#20$143.5万1.6万股$138.7万1.7万股-479股-2.90%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#52$120.6万1.3万股$89.8万1.1万股+2,793股+26.11%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#55$115.0万1.3万股$107.9万1.3万股00.00%持仓不变
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#50$111.9万1.3万股$110.7万1.3万股-459股-3.51%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#82$93.8万1.0万股$94.0万1.1万股-707股-6.32%减仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#60$91.5万1.0万股$93.8万1.1万股-941股-8.42%减仓
Larson Financial 集团Larson Financial Group LLC
0.02%0.02%#28$88.8万9,926股$74.3万8,845股+1,081股+12.22%加仓
Brio Consultants, LLC
0.1%0.1%#13$85.8万9,592股$84.9万9,481股+111股+1.17%加仓
Beacon Bank & Trust
0.16%0.16%#6$84.2万9,419股$80.4万9,582股-163股-1.70%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#88$83.3万9,310股$68.3万8,132股+1,178股+14.49%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#72$80.5万9,122股$20.8万2,550股+6,572股+257.73%加仓
Tolleson Wealth Management, Inc.
0.11%#11$80.3万8,980股$00股+8,980股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#57$74.2万8,298股$66.2万7,887股+411股+5.21%加仓
冯托贝尔控股Vontobel Holding Ltd.
<0.01%<0.01%#49$73.9万8,265股$70.5万8,393股-128股-1.53%减仓
REGATTA CAPITAL GROUP, LLC
0.1%0.1%#15$70.8万7,919股$65.0万7,740股+179股+2.31%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#59$68.3万7,634股$00股+7,634股新买入
Weil Company, Inc.
0.12%0.15%#9$67.8万7,587股$68.5万8,162股-575股-7.04%减仓
Investment Research Partners LLC
0.21%0.25%#3$62.6万7,003股$61.6万7,339股-336股-4.58%减仓
HALBERT HARGROVE GLOBAL ADVISORS, LLC
0.03%0.03%#23$62.4万6,979股$58.3万6,948股+31股+0.45%加仓
花旗集团CITIGROUP INC
<0.01%<0.01%#75$61.4万6,869股$62.4万7,433股-564股-7.59%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#70$59.7万6,679股$54.3万6,468股+211股+3.26%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#80$58.6万6,552股$58.0万6,906股-354股-5.13%减仓
KINTRA WEALTH, LLC
0.03%0.03%#24$51.3万5,580股$48.7万5,801股-221股-3.81%减仓
Perigon财富管理Perigon Wealth Management, LLC
0.01%0.01%#34$51.1万5,710股$49.0万5,840股-130股-2.23%减仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%<0.01%#73$48.8万5,455股$47.5万5,661股-206股-3.64%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%<0.01%#47$48.7万5,446股$23.8万2,833股+2,613股+92.23%加仓
AQR资本管理AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#78$47.5万5,315股$36.4万4,334股+981股+22.63%加仓
KilterHowling LLC
0.21%0.22%#2$47.4万5,295股$44.6万5,309股-14股-0.26%减仓
Dynamic Advisor Solutions LLC
0.01%0.02%#30$47.2万5,276股$53.5万6,374股-1,098股-17.23%减仓
Plum Street Advisors, LLC
0.14%0.15%#7$45.1万5,040股$42.3万5,040股00.00%持仓不变
美国合众银行US BANCORP \DE\
<0.01%<0.01%#68$44.7万5,000股$42.0万5,000股00.00%持仓不变
Warren Street Wealth Advisors, LLC
0.1%0.11%#14$44.6万4,990股$41.9万4,992股-2股-0.04%减仓
Tradition Wealth Management, LLC
0.03%0.03%#25$42.1万4,706股$39.6万4,717股-11股-0.23%减仓
INVESTED ADVISORS
0.36%0.43%#1$40.5万4,526股$42.5万5,062股-536股-10.59%减仓
Allworth金融Allworth Financial LP
<0.01%<0.01%#51$40.2万4,497股$38.1万4,534股-37股-0.82%减仓
MarinerMariner, LLC
<0.01%<0.01%#69$38.6万4,315股$37.3万4,445股-130股-2.92%减仓
Modera财富管理Modera Wealth Management, LLC
<0.01%<0.01%#40$38.2万4,272股$35.9万4,272股00.00%持仓不变
Abundance Wealth Counselors
0.02%#26$38.1万4,258股$00股+4,258股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#46$37.5万4,193股$35.6万4,198股-5股-0.12%减仓
奥本海默资产管理OPPENHEIMER ASSET MANAGEMENT INC.
<0.01%<0.01%#43$36.1万4,037股$33.8万4,024股+13股+0.32%加仓
Eaton Financial Holdings Company, LLC
0.09%0.1%#16$32.1万3,589股$29.9万3,562股+27股+0.76%加仓
Menora Mivtachim控股MENORA MIVTACHIM HOLDINGS LTD.
<0.01%#54$31.5万3,518股$00股+3,518股新买入
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#61$31.3万3,504股$31.2万3,719股-215股-5.78%减仓

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