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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 TRLDEM
持有机构数
42
机构合计市值 (Q2 2026)
$1,960.7万
机构合计股数 (Q2 2026)
32.6万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+2.7万股
17 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-3.1万股
21 · 4 清仓 · ≈
⚖️ 净额
-3,612股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1,960.7万
持有机构数
42
新买入
7
加仓
10
减仓
17
清仓
4
持股不变
8
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
旧使命资本OLD MISSION CAPITAL LLC
0.04%0.04%#10$272.3万4.5万股$278.7万4.8万股-2,937股-6.11%减仓
GTS SECURITIES LLC
0.06%0.06%#6$269.5万4.5万股$181.2万3.1万股+1.3万股+42.95%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#19$208.8万3.5万股$211.6万3.7万股-1,886股-5.17%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#32$167.0万2.8万股$141.1万2.5万股+2,797股+11.12%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.02%0.02%#11$149.2万2.5万股$133.0万2.3万股+1,791股+7.80%加仓
大和证券集团Daiwa Securities Group Inc.
<0.01%<0.01%#21$98.1万1.6万股$94.2万1.6万股00.00%持仓不变
Values Added Financial LLC
0.34%0.39%#1$94.7万1.6万股$93.5万1.6万股-419股-2.60%减仓
CI投资CI INVESTMENTS INC.
<0.01%<0.01%#20$79.3万1.3万股$72.7万1.3万股+600股+4.78%加仓
Beta Wealth Group, Inc.
0.2%0.21%#2$52.5万8,710股$49.7万8,573股+137股+1.60%加仓
Waterford Advisors, LLC
0.14%0.1%#4$50.9万8,481股$30.0万1.2万股-3,925股-31.64%减仓
Integrity Advisory Solutions, LLC
0.05%0.06%#8$48.5万8,040股$44.0万7,595股+445股+5.86%加仓
Merit金融集团Merit Financial Group, LLC
<0.01%<0.01%#18$44.1万7,316股$46.7万8,049股-733股-9.11%减仓
One Wealth Advisors, LLC
0.05%0.05%#9$43.9万7,284股$43.0万7,416股-132股-1.78%减仓
Pathstone控股Pathstone Holdings, LLC
<0.01%<0.01%#25$42.9万7,109股$42.4万7,307股-198股-2.71%减仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#30$36.5万6,135股$42.5万7,537股-1,402股-18.60%减仓
MGO资本MGO ONE SEVEN LLC
0.01%0.01%#16$33.6万5,567股$34.6万5,973股-406股-6.80%减仓
Ariadne Wealth Management, LP
0.13%0.13%#5$29.1万4,818股$27.9万4,807股+11股+0.23%加仓
StoneX Group Inc.
0.01%#14$28.1万4,578股$00股+4,578股新买入
Aries Wealth Management
0.05%0.06%#7$27.9万4,630股$26.8万4,630股00.00%持仓不变
Pathfinder Wealth Consulting, Inc.
0.19%0.18%#3$27.5万4,748股$27.5万4,748股00.00%持仓不变
Aprio Wealth Management, LLC
0.01%0.01%#13$24.5万4,060股$23.3万4,028股+32股+0.79%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#39$22.5万3,735股$21.5万3,708股+27股+0.73%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#37$22.3万3,698股$34.3万5,923股-2,225股-37.57%减仓
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#23$19.1万3,169股$19.3万3,321股-152股-4.58%减仓
花旗集团CITIGROUP INC
<0.01%<0.01%#34$14.7万2,445股$13.0万2,241股+204股+9.10%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#38$9.7万1,612股$9.4万1,623股-11股-0.68%减仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#33$6.9万1,152股$00股+1,152股新买入
Mather集团MATHER GROUP, LLC.
<0.01%<0.01%#27$5.6万931股$5.4万931股00.00%持仓不变
EverSource Wealth 顾问EverSource Wealth Advisors, LLC
<0.01%<0.01%#22$5.5万914股$5.3万923股-9股-0.98%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#28$5.0万834股$00股+834股新买入
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#26$4.0万663股$3.8万663股00.00%持仓不变
Cape Investment Advisory, Inc.
0.01%#15$3.3万540股$00股+540股新买入
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#36$2.7万441股$5.0万864股-423股-48.96%减仓
Oakmont Advisory Group, LLC
0.02%#12$2.3万378股$00股+378股新买入
O'Shaughnessy资产管理O'SHAUGHNESSY ASSET MANAGEMENT, LLC
<0.01%<0.01%#31$2.2万368股$2.1万368股00.00%持仓不变
Aptus资本顾问Aptus Capital Advisors, LLC
<0.01%<0.01%#29$2.2万368股$2.1万368股00.00%持仓不变
Front Row Advisors LLC
<0.01%<0.01%#17$1.3万215股$1.2万215股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%<0.01%#40$1.0万171股$1.6万268股-97股-36.19%减仓
Arax顾问Arax Advisory Partners
<0.01%#35$4,82680股$00股+80股新买入
Glass Jacobson Investment Advisors llc
<0.01%<0.01%#24$4,25871股$5,856101股-30股-29.70%减仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#41$2,60343股$4,64878股-35股-44.87%减仓
贝莱德BlackRock, Inc.
<0.01%#42$461股$00股+1股新买入

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