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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 TRIBDT
持有机构数
434
机构合计市值 (Q2 2026)
$29.79亿
机构合计股数 (Q2 2026)
1.18亿股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+1,080.0万股
275 · 43 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-459.5万股
126 · 29 清仓 · ≈
⚖️ 净额
+620.5万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$29.79亿
持有机构数
434
新买入
43
加仓
232
减仓
97
清仓
29
持股不变
62
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/
0.02%0.02%#325$2.41亿952.6万股$2.27亿895.1万股+57.6万股+6.43%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.17%0.2%#159$1.40亿552.6万股$1.34亿528.5万股+24.1万股+4.55%加仓
摩根士丹利MORGAN STANLEY
0.01%0.01%#366$1.22亿481.9万股$1.12亿437.4万股+44.5万股+10.17%加仓
Lido顾问Lido Advisors, LLC
0.29%0.35%#124$1.07亿422.5万股$1.13亿447.5万股-25.1万股-5.61%减仓
资本投资顾问Capital Investment Advisors, LLC
1.29%1.39%#47$9,822.8万389.0万股$9,505.3万375.3万股+13.8万股+3.67%加仓
瑞银集团UBS Group AG
0.01%0.01%#337$9,523.4万377.2万股$8,928.8万352.5万股+24.7万股+7.00%加仓
资本顾问公司CAPITAL ADVISORS INC/OK
1.33%1.44%#45$9,019.9万357.2万股$8,948.9万353.3万股+3.9万股+1.11%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.02%0.02%#296$8,371.9万331.6万股$7,898.6万311.8万股+19.7万股+6.33%加仓
HM·佩森公司HM PAYSON & CO
1.06%1.07%#57$8,015.9万317.5万股$7,447.9万294.0万股+23.4万股+7.97%加仓
LPL金融LPL Financial LLC
0.02%0.02%#319$7,313.4万289.6万股$6,366.7万251.3万股+38.3万股+15.23%加仓
HighTower顾问HighTower Advisors, LLC
0.04%0.05%#252$4,599.4万182.2万股$4,494.9万177.5万股+4.7万股+2.65%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#352$4,338.2万171.8万股$4,141.0万163.5万股+8.3万股+5.09%加仓
加拿大皇家银行ROYAL BANK OF CANADA
0.01%0.01%#367$4,231.6万167.6万股$3,718.6万146.8万股+20.8万股+14.15%加仓
Sound View Wealth Advisors Group, LLC
2.61%2.69%#16$4,208.1万166.7万股$3,958.0万156.3万股+10.4万股+6.66%加仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#365$4,101.3万162.4万股$4,683.7万184.9万股-22.5万股-12.16%减仓
HENGEHOLD CAPITAL MANAGEMENT LLC
2.98%3.18%#13$3,840.4万152.1万股$3,636.3万143.6万股+8.5万股+5.95%加仓
SUMMITRY LLC
1.25%1.3%#52$3,806.7万150.8万股$3,681.4万145.3万股+5.4万股+3.73%加仓
WOODMONT INVESTMENT COUNSEL LLC
2%2.54%#27$3,670.7万145.4万股$4,114.0万162.4万股-17.0万股-10.49%减仓
Gratus Wealth Advisors, LLC
4.53%5.03%#4$3,561.5万141.1万股$3,475.7万137.2万股+3.8万股+2.79%加仓
Kathmere Capital Management, LLC
1.85%2.04%#29$3,506.6万138.9万股$3,308.7万130.6万股+8.3万股+6.32%加仓
SIGMA INVESTMENT COUNSELORS INC
1.65%1.71%#31$3,375.7万133.7万股$3,238.0万127.8万股+5.9万股+4.58%加仓
HOWLAND 资本管理HOWLAND CAPITAL MANAGEMENT LLC
1.19%1.23%#54$3,306.5万131.0万股$3,117.2万123.1万股+7.9万股+6.41%加仓
Klingman & Associates, LLC
1.39%1.58%#39$3,269.6万129.5万股$3,304.0万130.4万股-9,498股-0.73%减仓
RVW Wealth, LLC
2.01%2.29%#26$3,046.9万120.7万股$2,936.3万115.9万股+4.7万股+4.09%加仓
Baltimore-Washington Financial Advisors, Inc.
1.03%1.15%#58$2,753.7万109.1万股$2,670.8万105.4万股+3.6万股+3.43%加仓
顶峰金融Summit Financial, LLC
0.3%0.18%#121$2,751.6万109.0万股$1,390.3万54.9万股+54.1万股+98.54%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.04%#271$2,709.9万107.3万股$2,597.2万102.5万股+4.8万股+4.67%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.04%0.04%#260$2,703.2万107.1万股$2,506.0万98.9万股+8.1万股+8.21%加仓
Stifel金融STIFEL FINANCIAL CORP
0.02%0.02%#297$2,695.1万106.7万股$2,626.3万103.7万股+3.1万股+2.95%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.08%0.08%#209$2,525.8万100.0万股$2,167.6万85.6万股+14.5万股+16.89%加仓
TABR Capital Management, LLC
20.37%1.01%#1$2,390.3万94.7万股$109.9万4.3万股+90.3万股+2,081.44%加仓
Truist金融TRUIST FINANCIAL CORP
0.03%0.03%#286$2,371.3万93.9万股$2,201.7万86.9万股+7.0万股+8.04%加仓
NewEdge顾问NewEdge Advisors, LLC
0.06%0.07%#227$2,148.0万85.1万股$1,988.6万78.5万股+6.6万股+8.36%加仓
MV CAPITAL MANAGEMENT, INC.
2.01%1.97%#25$2,012.4万79.4万股$2,012.4万79.4万股00.00%持仓不变
Benjamin EdwardsBENJAMIN EDWARDS INC
0.18%0.19%#156$1,965.3万77.8万股$1,876.0万74.1万股+3.8万股+5.09%加仓
美国合众银行US BANCORP \DE\
0.02%0.02%#302$1,947.0万77.1万股$1,699.6万67.1万股+10.0万股+14.92%加仓
Summit Asset Management, LLC
2.44%2.61%#19$1,902.7万75.4万股$1,873.6万74.0万股+1.4万股+1.88%加仓
REBALANCE, LLC
0.9%1.06%#65$1,724.3万68.3万股$1,832.1万72.3万股-4.0万股-5.59%减仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#426$1,700.8万67.4万股$1,429.8万56.4万股+10.9万股+19.33%加仓
梅西罗金融投资管理Mesirow Financial Investment Management, Inc.
0.26%0.26%#130$1,650.3万65.4万股$1,615.5万63.8万股+1.6万股+2.47%加仓
SPINNAKER TRUST
0.78%0.77%#71$1,614.1万63.9万股$1,387.6万54.8万股+9.1万股+16.69%加仓
Sanctuary顾问Sanctuary Advisors, LLC
0.07%0.08%#215$1,546.9万61.3万股$1,454.7万57.4万股+3.8万股+6.67%加仓
ARROW FINANCIAL CORP
1.34%1.47%#43$1,493.6万59.2万股$1,463.1万57.8万股+1.4万股+2.41%加仓
中央信托CENTRAL TRUST Co
0.27%0.27%#128$1,472.4万58.3万股$1,367.0万54.0万股+4.3万股+8.05%加仓
NOVEM GROUP
1.44%1.45%#35$1,422.7万56.3万股$1,263.9万49.9万股+6.4万股+12.93%加仓
格伦维尤信托Glenview Trust Co
0.22%0.22%#140$1,422.2万56.1万股$1,422.2万56.1万股00.00%持仓不变
Strid Group, LLC
1.5%1.21%#34$1,348.3万53.4万股$975.4万38.5万股+14.9万股+38.67%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.01%0.01%#360$1,345.8万53.3万股$1,272.2万50.2万股+3.1万股+6.12%加仓
LYELL WEALTH MANAGEMENT, LP
0.82%0.91%#69$1,337.2万53.0万股$1,241.6万49.0万股+3.9万股+8.04%加仓
Stratos财富合伙人Stratos Wealth Partners, LTD.
0.13%0.14%#176$1,332.0万52.8万股$1,238.2万48.9万股+3.9万股+7.91%加仓

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