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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 TRICVT
持有机构数
405
机构合计市值 (Q2 2026)
$22.07亿
机构合计股数 (Q2 2026)
1,856.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+172.7万股
175 · 67 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-379.8万股
256 · 64 清仓 · ≈
⚖️ 净额
-207.1万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$22.07亿
持有机构数
405
新买入
67
加仓
108
减仓
192
清仓
64
持股不变
38
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%#228$2.89亿237.3万股$2.40亿236.2万股+1.2万股+0.49%加仓
PROVIDA PENSION FUND ADMINISTRATOR
3.78%3.35%#8$1.94亿196.6万股$1.94亿196.6万股00.00%持仓不变
LPL金融LPL Financial LLC
0.02%0.03%#216$1.00亿82.2万股$9,422.0万92.6万股-10.4万股-11.23%减仓
1832资产管理1832 Asset Management L.P.
0.04%0.08%#175$8,947.2万73.5万股$8,725.0万85.7万股-12.2万股-14.26%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.02%0.03%#223$8,645.5万71.0万股$1.04亿102.3万股-31.3万股-30.57%减仓
AMG国民信托银行AMG National Trust Bank
1.43%1.25%#28$6,995.7万57.5万股$5,751.8万56.5万股+9,581股+1.70%加仓
高盛集团GOLDMAN SACHS GROUP INC
0.01%0.01%#300$5,983.4万49.1万股$6,916.3万67.9万股-18.8万股-27.66%减仓
Greenleaf信托GREENLEAF TRUST
0.52%0.45%#48$5,406.2万44.4万股$4,563.4万44.8万股-4,243股-0.95%减仓
Advisory Alpha, LLC
1.2%1.16%#31$4,908.9万40.3万股$4,227.0万41.5万股-1.2万股-2.90%减仓
纽约人寿投资管理NEW YORK LIFE INVESTMENT MANAGEMENT LLC
0.33%0.26%#77$4,673.4万38.4万股$3,016.8万29.6万股+8.8万股+29.53%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#329$4,412.6万36.2万股$3,735.3万37.3万股-1.1万股-2.91%减仓
贝克大道资管Baker Avenue Asset Management, LP
0.77%0.77%#40$4,071.1万33.4万股$3,424.4万33.6万股-2,005股-0.60%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#281$3,956.0万32.5万股$3,553.7万34.7万股-2.2万股-6.32%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.07%0.06%#147$3,436.0万28.2万股$2,315.5万22.7万股+5.5万股+24.07%加仓
霍华德资本管理Howard Capital Management, LLC
0.4%#67$3,421.4万28.1万股$00股+28.1万股新买入
Ocean Park Asset Management, LLC
1.52%2.47%#26$3,151.1万25.9万股$4,277.2万42.0万股-16.1万股-38.40%减仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#339$2,581.3万21.4万股$2,651.7万26.7万股-5.4万股-20.11%减仓
Tradewinds Capital Management, LLC
4.32%4.24%#6$2,430.4万20.0万股$2,134.1万21.0万股-1.0万股-4.78%减仓
Certified Advisory Corp
1.89%1.64%#21$2,340.0万19.2万股$1,830.9万18.0万股+1.2万股+6.86%加仓
Cornerstone Planning Group LLC
2.64%2.76%#14$2,100.9万18.0万股$2,068.5万17.8万股+1,863股+1.04%加仓
TME FINANCIAL, INC.
12.46%11.33%#1$2,017.6万16.6万股$1,635.3万16.1万股+5,072股+3.16%加仓
Systelligence, LLC
3.37%2.97%#10$2,017.4万16.6万股$1,527.8万15.0万股+1.6万股+10.40%加仓
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
1.02%0.81%#32$1,829.6万15.0万股$1,523.5万15.0万股+619股+0.41%加仓
联博ALLIANCEBERNSTEIN L.P.
0.01%0.01%#295$1,802.5万17.7万股$2,073.0万21.0万股-3.3万股-15.86%减仓
Independence Financial Advisors, LLC
4.46%3.79%#5$1,721.1万14.1万股$1,264.0万12.4万股+1.7万股+13.85%加仓
AssetMarkASSETMARK, INC
0.03%0.04%#206$1,664.6万13.7万股$1,734.9万17.0万股-3.4万股-19.78%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#309$1,638.3万13.5万股$1,348.6万13.2万股+2,091股+1.58%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.1%0.11%#130$1,609.1万13.2万股$1,362.4万13.4万股-1,669股-1.25%减仓
AIRE ADVISORS, LLC
2.62%2.36%#15$1,608.8万13.2万股$1,289.9万12.7万股+5,431股+4.29%加仓
CacheTech Inc.
2.6%2.77%#16$1,608.0万13.2万股$1,436.4万14.1万股-9,026股-6.40%减仓
BlueStem Wealth Partners, LLC
1.53%1.82%#25$1,537.0万12.6万股$1,640.9万16.1万股-3.5万股-21.68%减仓
Adams Wealth Management
2.84%2.96%#13$1,484.8万12.2万股$1,349.4万13.3万股-1.1万股-8.00%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.02%#252$1,466.9万12.0万股$1,591.4万15.6万股-3.6万股-22.93%减仓
野村资产管理NOMURA ASSET MANAGEMENT CO LTD
0.03%0.03%#198$1,425.8万11.7万股$1,122.4万11.0万股+6,850股+6.21%加仓
THRIVENT FINANCIAL FOR LUTHERANS
0.02%0.02%#218$1,373.0万11.3万股$1,278.9万12.6万股-1.3万股-10.43%减仓
Onyx Bridge Wealth Group LLC
1.23%1.29%#30$1,371.3万11.3万股$1,204.0万11.8万股-5,645股-4.77%减仓
MCMORGAN & CO LLC
2.02%1.3%#19$1,340.9万11.0万股$805.9万7.9万股+3.1万股+39.12%加仓
Hilltop Partners LLC
3.23%2.44%#11$1,331.7万10.9万股$949.8万9.3万股+1.6万股+17.24%加仓
Advance Capital Management, Inc.
0.4%0.42%#66$1,250.4万10.3万股$1,118.8万11.0万股-7,206股-6.56%减仓
McAdam, LLC
0.43%0.02%#58$1,111.3万9.1万股$54.4万5,343股+8.6万股+1,608.55%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#257$1,102.1万9.1万股$781.2万7.7万股+1.4万股+17.96%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#340$1,084.8万8.9万股$918.8万9.0万股-1,157股-1.28%减仓
Financial Gravity Companies, Inc.
1.74%#22$1,073.7万8.8万股$00股+8.8万股新买入
NewEdge顾问NewEdge Advisors, LLC
0.03%0.02%#196$1,035.6万8.5万股$663.8万6.5万股+2.0万股+30.45%加仓
贝莱德BlackRock, Inc.
<0.01%<0.01%#388$1,002.4万8.2万股$2,551.4万25.1万股-16.8万股-67.15%减仓
Mascagni Wealth Management, Inc.
6.19%5.89%#3$996.1万8.2万股$827.0万8.1万股+583股+0.72%加仓
B. Riley Wealth Advisors, Inc.
0.53%0.41%#46$989.3万8.2万股$643.9万6.5万股+1.7万股+26.08%加仓
360 Financial, Inc.
2.45%2.51%#17$965.8万7.9万股$833.0万8.2万股-2,495股-3.05%减仓
Stifel金融STIFEL FINANCIAL CORP
0.01%0.01%#283$920.7万7.6万股$962.5万9.5万股-1.9万股-20.01%减仓
Equitable控股Equitable Holdings, Inc.
0.05%0.05%#162$917.3万7.6万股$711.0万7.2万股+3,555股+4.92%加仓

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