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iShares安硕·S&P · 13F 机构持仓分析
期权收益计算器 机构排行
I

iShares安硕·S&P

ISHARES S&PIUSG
持有机构数
929
机构合计市值 (Q2 2026)
$256.01亿
机构合计股数 (Q2 2026)
1.37亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+576.3万股
429 · 119 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-176.6万股
318 · 53 清仓 · ≈
⚖️ 净额
+399.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$256.01亿
持有机构数
929
新买入
119
加仓
310
减仓
265
清仓
53
持股不变
235
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/
0.65%0.59%#110$100.66亿5,351.7万股$81.86亿5,277.5万股+74.2万股+1.41%加仓
摩根士丹利MORGAN STANLEY
0.15%0.14%#272$27.55亿1,464.5万股$23.07亿1,402.0万股+62.5万股+4.46%加仓
LPL金融LPL Financial LLC
0.62%0.59%#114$27.51亿1,462.7万股$22.30亿1,437.9万股+24.8万股+1.72%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
0.5%0.49%#130$12.42亿682.9万股$10.14亿674.1万股+8.8万股+1.31%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.14%0.12%#281$5.96亿316.6万股$4.45亿286.8万股+29.8万股+10.40%加仓
Merit金融集团Merit Financial Group, LLC
2.4%2.25%#55$3.94亿209.2万股$3.03亿195.4万股+13.8万股+7.07%加仓
Blue TrustBlue Trust, Inc.
3.39%3.31%#39$3.55亿188.8万股$2.90亿186.7万股+2.1万股+1.12%加仓
摩根大通JPMORGAN CHASE & CO
0.02%0.02%#644$2.85亿153.4万股$2.35亿157.4万股-4.1万股-2.57%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.08%0.07%#398$2.78亿147.6万股$2.22亿142.9万股+4.7万股+3.32%加仓
HighTower顾问HighTower Advisors, LLC
0.27%0.08%#195$2.76亿146.6万股$7,214.5万46.5万股+100.1万股+215.18%加仓
瑞银集团UBS Group AG
0.03%0.03%#540$2.46亿130.7万股$2.12亿136.8万股-6.0万股-4.42%减仓
NATIXIS ADVISORS, LLC
0.26%0.29%#197$2.35亿125.0万股$2.09亿134.6万股-9.7万股-7.20%减仓
加拿大皇家银行ROYAL BANK OF CANADA
0.03%0.03%#521$2.35亿124.7万股$1.89亿122.0万股+2.7万股+2.21%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
0.11%0.1%#317$2.30亿122.1万股$1.73亿111.4万股+10.7万股+9.60%加仓
富国银行WELLS FARGO & COMPANY/MN
0.03%0.03%#523$2.13亿113.1万股$1.76亿113.2万股-1,381股-0.12%减仓
Kestra投资管理Kestra Investment Management, LLC
4.02%3.03%#30$2.08亿132.3万股$1.76亿113.4万股+18.9万股+16.68%加仓
Facet财富Facet Wealth, Inc.
2.39%2.19%#56$1.66亿88.5万股$1.26亿81.4万股+7.1万股+8.71%加仓
Benjamin EdwardsBENJAMIN EDWARDS INC
1.42%1.21%#74$1.55亿82.5万股$1.22亿78.7万股+3.8万股+4.84%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.19%0.17%#242$1.52亿81.0万股$1.20亿77.7万股+3.3万股+4.25%加仓
富达投资FMR LLC
0.01%0.01%#781$1.31亿69.7万股$1.08亿69.6万股+959股+0.14%加仓
Cetera投资顾问Cetera Investment Advisers
0.11%0.11%#320$1.24亿65.7万股$9,897.2万63.8万股+1.9万股+3.01%加仓
威廉·布莱尔BLAIR WILLIAM & CO/IL
0.25%0.21%#206$9,429.8万50.1万股$7,418.6万47.8万股+2.3万股+4.82%加仓
SHP Wealth Management
6.47%5.81%#18$9,410.1万50.0万股$7,703.5万49.7万股+3,662股+0.74%加仓
Corient私人财富Corient Private Wealth LLC
0.07%0.1%#407$9,307.1万49.5万股$6,891.1万44.4万股+5.1万股+11.53%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.01%#628$9,042.0万48.1万股$6,104.2万39.3万股+8.7万股+22.18%加仓
公民金融集团CITIZENS FINANCIAL GROUP INC/RI
0.99%0.97%#86$8,224.7万43.7万股$6,973.1万45.0万股-1.2万股-2.73%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.09%0.09%#356$7,907.7万42.0万股$5,880.3万37.9万股+4.1万股+10.89%加仓
Allworth金融Allworth Financial LP
0.33%0.27%#170$7,808.9万41.5万股$6,686.0万43.1万股-1.6万股-3.68%减仓
Madison Wealth Partners, Inc
9.81%10.16%#6$7,710.2万41.0万股$6,368.1万41.1万股-632股-0.15%减仓
KINTRA WEALTH, LLC
3.71%3.1%#33$7,117.5万36.5万股$4,384.5万28.3万股+8.2万股+29.16%加仓
Legacy Financial Group LLC
7.89%6.64%#11$7,011.6万37.3万股$5,279.2万34.0万股+3.2万股+9.53%加仓
Modera财富管理Modera Wealth Management, LLC
0.71%0.65%#104$6,676.4万35.5万股$5,464.9万35.2万股+2,635股+0.75%加仓
HOWE & RUSLING INC
3.71%3.43%#34$6,392.3万34.0万股$5,254.1万33.9万股+1,121股+0.33%加仓
Tanglewood Legacy Advisors, LLC
20.39%18.86%#2$6,318.5万33.6万股$5,215.0万33.6万股-285股-0.08%减仓
Curi资本Curi Capital, LLC
0.96%0.77%#88$6,246.0万33.2万股$4,350.7万28.0万股+5.2万股+18.39%加仓
Tennessee Valley Asset Management Partners
6.83%6.78%#14$6,194.1万32.9万股$5,134.2万33.1万股-1,686股-0.51%减仓
Cardinal Strategic Wealth Guidance
12.36%13.88%#3$5,452.7万29.0万股$5,261.6万33.9万股-4.9万股-14.54%减仓
布利克利金融集团Bleakley Financial Group, LLC
0.64%0.64%#111$5,030.9万26.7万股$4,121.8万26.6万股+1,739股+0.65%加仓
Equitable控股Equitable Holdings, Inc.
0.3%0.27%#182$4,984.5万26.5万股$4,166.3万24.8万股+1.7万股+6.82%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.03%0.02%#567$4,895.8万26.0万股$3,931.4万25.3万股+6,832股+2.70%加仓
Charles Schwab Trust Co
2.67%2.84%#49$4,783.2万25.4万股$4,373.2万28.2万股-2.8万股-9.80%减仓
DDFG, Inc
9.44%9.14%#8$4,753.1万25.3万股$4,242.2万27.3万股-2.1万股-7.60%减仓
哥谭资产管理Gotham Asset Management, LLC
0.11%0.06%#331$4,585.4万24.4万股$2,104.5万13.6万股+10.8万股+79.68%加仓
Aurdan Capital Management, LLC
11.63%11.29%#4$4,584.8万24.4万股$3,761.0万24.2万股+1,281股+0.53%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.53%0.58%#127$4,360.7万23.2万股$3,942.9万25.4万股-2.2万股-8.80%减仓
Veracity Capital LLC
11.55%12.65%#5$4,277.2万22.7万股$3,539.7万22.8万股-806股-0.35%减仓
VOISARD ASSET MANAGEMENT GROUP, INC.
7.81%7.11%#12$4,125.4万21.9万股$3,333.6万21.5万股+4,415股+2.05%加仓
Private Advisor集团Private Advisor Group, LLC
0.19%0.15%#246$4,073.3万21.7万股$3,302.4万21.3万股+3,653股+1.72%加仓
Westwood控股集团WESTWOOD HOLDINGS GROUP INC
0.3%0.04%#177$4,040.0万21.5万股$597.1万3.8万股+17.6万股+457.93%加仓
Aspen Wealth Management LLC
6.75%6.14%#16$3,975.1万21.1万股$3,076.1万19.8万股+1.3万股+6.56%加仓

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