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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 TRIMCG
持有机构数
424
机构合计市值 (Q2 2026)
$27.64亿
机构合计股数 (Q2 2026)
2,826.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+371.6万股
193 · 51 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-92.9万股
160 · 29 清仓 · ≈
⚖️ 净额
+278.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$27.64亿
持有机构数
424
新买入
51
加仓
142
减仓
131
清仓
29
持股不变
100
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
VantagePoint投资顾问VANTAGEPOINT INVESTMENT ADVISERS LLC
2.21%2.01%#23$2.96亿300.6万股$2.37亿300.6万股00.00%持仓不变
LPL金融LPL Financial LLC
0.06%0.05%#168$2.82亿287.2万股$2.05亿260.3万股+26.9万股+10.32%加仓
RMG Wealth Management LLC
13.84%#2$1.34亿133.2万股$00股+133.2万股新买入
摩根士丹利MORGAN STANLEY
0.01%0.01%#301$1.29亿131.7万股$8,643.4万104.5万股+27.2万股+26.03%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.03%0.02%#211$1.12亿113.8万股$8,058.7万102.3万股+11.5万股+11.22%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.02%0.02%#235$1.00亿102.2万股$7,453.8万93.1万股+9.1万股+9.76%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.05%0.04%#180$9,762.8万99.3万股$6,517.2万82.7万股+16.6万股+20.04%加仓
Cetera投资顾问Cetera Investment Advisers
0.09%0.08%#147$9,543.3万97.1万股$7,432.4万94.4万股+2.7万股+2.89%加仓
Allegheny Financial Group
6.49%2.34%#5$6,116.1万62.2万股$1,736.2万22.0万股+40.2万股+182.28%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#323$5,680.4万57.8万股$4,470.9万56.8万股+1.0万股+1.81%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.06%0.06%#170$5,338.1万54.3万股$3,815.0万48.4万股+5.9万股+12.13%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.07%0.06%#161$5,208.8万53.0万股$4,521.0万57.4万股-4.4万股-7.68%减仓
瑞银集团UBS Group AG
0.01%0.01%#314$4,331.4万44.1万股$3,532.9万44.9万股-7,874股-1.76%减仓
MarinerMariner, LLC
0.04%0.04%#191$4,286.5万43.6万股$3,758.7万47.7万股-4.1万股-8.62%减仓
VICTORY FINANCIAL GROUP, LLC
4.45%4.18%#13$4,235.9万43.1万股$3,402.7万43.2万股-1,058股-0.24%减仓
富国银行WELLS FARGO & COMPANY/MN
0.01%0.01%#302$4,153.5万42.3万股$3,258.9万41.4万股+8,803股+2.13%加仓
Cornerstone Planning Group LLC
4.7%4.57%#12$3,733.1万39.1万股$3,426.0万38.2万股+8,291股+2.17%加仓
Avior Wealth Management, LLC
1.03%1%#47$3,514.0万44.6万股$3,514.0万44.6万股00.00%持仓不变
Arax顾问Arax Advisory Partners
0.2%0.64%#108$3,007.2万30.6万股$2,278.8万28.9万股+1.7万股+5.75%加仓
奥格尔财富管理Orgel Wealth Management, LLC
0.53%0.49%#64$2,793.3万28.4万股$2,297.1万29.2万股-7,453股-2.56%减仓
Cosner Financial Group, LLC
14.02%11.83%#1$2,729.5万27.8万股$2,154.1万27.3万股+4,116股+1.51%加仓
ECLECTIC ASSOCIATES INC /ADV
2.95%2.6%#17$2,591.6万26.4万股$1,957.2万24.8万股+1.5万股+6.10%加仓
CAPITAL WEALTH MANAGEMENT, LLC
5.76%4.84%#6$2,393.7万24.4万股$1,787.2万22.7万股+1.7万股+7.33%加仓
Rodgers & Associates, LTD
2.11%1.96%#25$2,326.6万23.7万股$1,924.4万24.4万股-7,624股-3.12%减仓
IAG Wealth Partners, LLC
2.19%2.02%#24$2,213.1万22.5万股$1,811.4万23.0万股-4,820股-2.10%减仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#333$2,092.4万21.3万股$2,122.3万26.9万股-5.7万股-20.99%减仓
BEAM WEALTH ADVISORS, INC.
5.21%5.11%#8$2,051.0万26.0万股$2,051.0万26.0万股00.00%持仓不变
Matrix Trust Co
2.93%2.67%#18$2,018.2万20.5万股$1,606.0万20.4万股+1,427股+0.70%加仓
Steele Capital Management, Inc.
0.74%0.67%#52$2,018.2万20.5万股$1,606.0万20.4万股+1,427股+0.70%加仓
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
0.36%0.26%#83$1,927.6万19.6万股$1,100.1万14.0万股+5.6万股+40.40%加仓
Rockport Wealth LLC
3.21%3.02%#16$1,910.3万19.4万股$1,657.1万21.0万股-1.6万股-7.64%减仓
THRIVENT FINANCIAL FOR LUTHERANS
0.03%<0.01%#212$1,891.8万19.2万股$33.1万4,232股+18.8万股+4,447.59%加仓
Bedel Financial Consulting, Inc.
1.55%1.46%#37$1,645.2万16.7万股$1,300.8万16.5万股+2,226股+1.35%加仓
Eagle Strategies LLC
1.56%1.52%#35$1,569.3万16.0万股$1,270.3万16.1万股-1,628股-1.01%减仓
PTM WEALTH MANAGEMENT, LLC
7%6.71%#3$1,554.7万16.3万股$1,265.8万15.7万股+6,431股+4.09%加仓
GRANVILLE CAPITAL, INC.
6.61%6%#4$1,480.1万15.1万股$1,147.6万14.6万股+4,878股+3.35%加仓
NATIONS FINANCIAL GROUP INC, /IA/ /ADV
0.68%0.56%#56$1,432.4万14.6万股$1,092.7万13.9万股+6,988股+5.04%加仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.13%0.12%#126$1,417.2万14.4万股$1,081.1万13.7万股+6,929股+5.05%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#327$1,416.6万14.4万股$1,275.9万16.2万股-1.8万股-11.03%减仓
CREATIVE FINANCIAL DESIGNS INC /ADV
0.67%0.73%#57$1,405.2万14.3万股$1,203.2万15.3万股-9,793股-6.41%减仓
Integrated Investment Consultants, LLC
2.46%2.22%#21$1,293.5万13.6万股$1,048.2万13.3万股+3,396股+2.55%加仓
Sigma Planning Corp
0.32%0.28%#88$1,287.6万13.1万股$1,023.1万13.0万股+1,096股+0.84%加仓
惠灵顿管理集团WELLINGTON MANAGEMENT GROUP LLP
<0.01%#347$1,208.6万12.3万股$00股+12.3万股新买入
Cambridge Investment Research Advisors, Inc.
0.03%0.03%#224$1,128.2万11.5万股$1,057.4万13.4万股-1.9万股-14.50%减仓
Scott Capital Advisors, LLC
1.75%1.93%#34$1,114.6万11.3万股$953.9万11.5万股-1,583股-1.38%减仓
Wood Tarver Financial Group, LLC
2.63%2.33%#20$1,114.5万11.3万股$844.7万10.7万股+6,134股+5.72%加仓
Tandem Financial, LLC
3.33%2.69%#15$1,105.9万11.3万股$846.6万10.7万股+5,027股+4.68%加仓
Certified Advisory Corp
0.88%0.69%#49$1,091.7万11.1万股$770.9万9.8万股+1.3万股+13.48%加仓
OxenFree Capital LLC
4.95%4.57%#11$1,080.2万11.1万股$942.9万11.0万股+983股+0.89%加仓
NewEdge顾问NewEdge Advisors, LLC
0.03%0.03%#209$1,073.4万10.9万股$729.5万9.3万股+1.7万股+17.90%加仓

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