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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 TRIMCV
持有机构数
170
机构合计市值 (Q2 2026)
$7.37亿
机构合计股数 (Q2 2026)
807.0万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+49.6万股
81 · 15 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-49.2万股
60 · 19 清仓 · ≈
⚖️ 净额
+3,606股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7.37亿
持有机构数
170
新买入
15
加仓
66
减仓
41
清仓
19
持股不变
48
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
0.7%0.69%#13$9,299.7万101.8万股$8,183.8万96.5万股+5.2万股+5.44%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#107$5,594.9万61.2万股$5,083.0万63.3万股-2.0万股-3.21%减仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
0.01%0.01%#86$4,454.4万48.8万股$3,458.2万40.8万股+8.0万股+19.55%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#79$4,275.9万46.8万股$3,769.1万44.5万股+2.3万股+5.26%加仓
LPL金融LPL Financial LLC
0.01%0.01%#87$3,968.4万43.4万股$3,143.9万37.1万股+6.3万股+17.12%加仓
奥格尔财富管理Orgel Wealth Management, LLC
0.59%0.63%#14$3,124.3万34.2万股$2,906.7万34.3万股-912股-0.27%减仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.03%0.03%#54$2,352.5万25.7万股$2,294.5万27.1万股-1.3万股-4.87%减仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#102$2,265.8万24.8万股$2,125.6万25.1万股-2,751股-1.10%减仓
Black Diamond Financial, LLC
1.98%2.01%#5$2,244.3万24.6万股$1,841.0万21.7万股+2.8万股+13.11%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.03%0.03%#61$2,146.2万23.5万股$1,957.6万23.1万股+3,991股+1.73%加仓
Steele Capital Management, Inc.
0.71%0.73%#12$1,916.4万21.0万股$1,757.8万20.7万股+2,402股+1.16%加仓
Matrix Trust Co
2.78%2.92%#4$1,916.4万21.0万股$1,757.8万20.7万股+2,402股+1.16%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#131$1,855.9万20.3万股$1,714.1万20.2万股+931股+0.46%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#115$1,753.4万19.2万股$1,655.9万19.5万股-3,415股-1.75%减仓
GRANVILLE CAPITAL, INC.
6.38%6.77%#2$1,427.3万15.6万股$1,294.5万15.3万股+3,513股+2.30%加仓
Marietta Wealth Management, LLC
1.28%1.31%#7$1,242.3万13.6万股$1,104.3万13.0万股+5,704股+4.38%加仓
swisspartners Advisors Ltd
7.9%6.82%#1$1,172.2万12.8万股$1,085.5万12.9万股-420股-0.33%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#109$1,147.0万12.6万股$1,073.3万12.7万股-1,065股-0.84%减仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#83$1,123.4万12.3万股$931.1万11.0万股+1.3万股+11.95%加仓
Rodgers & Associates, LTD
1%1.03%#8$1,100.6万12.0万股$1,014.5万12.0万股+795股+0.66%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#129$952.1万10.4万股$826.2万9.7万股+6,757股+6.93%加仓
Bedel Financial Consulting, Inc.
0.84%0.87%#10$893.8万9.8万股$774.3万9.1万股+6,495股+7.11%加仓
Ipsen Advisor Group LLC
5.03%5.04%#3$781.5万8.6万股$720.1万8.5万股+589股+0.69%加仓
Clark资本管理集团Clark Capital Management Group, Inc.
0.04%0.04%#49$750.2万8.2万股$702.3万8.3万股-732股-0.88%减仓
GHP Investment Advisors, Inc.
0.27%0.28%#26$741.9万8.1万股$689.5万8.1万股-132股-0.16%减仓
Davenport公司DAVENPORT & Co LLC
0.03%0.03%#51$678.5万7.4万股$593.3万7.0万股+4,277股+6.11%加仓
Lebenthal Global Advisors, LLC
0.8%0.76%#11$589.8万6.5万股$523.6万6.2万股+2,790股+4.52%加仓
MarinerMariner, LLC
0.01%0.01%#96$523.9万5.7万股$484.4万5.7万股+192股+0.34%加仓
Cambridge Investment Research Advisors, Inc.
0.01%0.01%#78$516.3万5.7万股$493.5万5.8万股-1,702股-2.92%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%0.01%#111$495.7万5.4万股$1,054.7万12.4万股-7.0万股-56.39%减仓
DDFG, Inc
0.93%0.91%#9$468.5万5.1万股$423.0万5.0万股+1,376股+2.76%加仓
Avior Wealth Management, LLC
0.13%0.13%#35$451.4万5.3万股$451.4万5.3万股00.00%持仓不变
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%#149$444.0万4.9万股$00股+4.9万股新买入
Equitable控股Equitable Holdings, Inc.
0.03%0.18%#60$429.5万4.7万股$2,719.8万33.0万股-28.3万股-85.77%减仓
Creative Planning财富管理Creative Planning
<0.01%<0.01%#114$415.4万4.5万股$376.7万4.4万股+1,039股+2.34%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#104$410.5万4.5万股$379.7万4.5万股+140股+0.31%加仓
Sovran Advisors, LLC
0.3%0.39%#25$403.3万4.2万股$501.3万5.6万股-1.4万股-25.50%减仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.01%0.01%#93$399.6万4.4万股$382.1万4.5万股-1,329股-2.95%减仓
EP财富顾问EP Wealth Advisors, LLC
0.02%0.02%#73$397.4万4.3万股$364.9万4.3万股+450股+1.05%加仓
简街集团JANE STREET GROUP, LLC
<0.01%<0.01%#152$356.4万3.9万股$25.9万3,057股+3.6万股+1,175.76%加仓
AIRE ADVISORS, LLC
0.57%0.63%#15$348.7万3.8万股$343.3万4.0万股-2,333股-5.76%减仓
Millstone Evans Group, LLC
1.82%1.95%#6$335.9万3.7万股$324.8万3.8万股-1,551股-4.05%减仓
贝尔德金融集团Baird Financial Group, Inc.
<0.01%<0.01%#99$325.2万3.6万股$302.5万3.6万股-95股-0.27%减仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#154$295.0万3.2万股$66.7万7,866股+2.4万股+310.42%加仓
Merit金融集团Merit Financial Group, LLC
0.02%0.02%#72$268.6万2.9万股$237.7万2.8万股+1,360股+4.85%加仓
Dynamic Advisor Solutions LLC
0.07%0.07%#44$261.2万2.9万股$234.0万2.8万股+981股+3.55%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%0.01%#97$237.7万2.6万股$225.0万2.7万股-528股-1.99%减仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#90$232.5万2.5万股$214.6万2.5万股+139股+0.55%加仓
DEBUSSY CAPITAL MANAGEMENT LP
0.32%0.32%#22$229.8万2.7万股$229.8万2.7万股00.00%持仓不变
多元化财富管理DIVERSIFY WEALTH MANAGEMENT, LLC
0.03%0.04%#56$228.0万2.4万股$198.5万2.3万股+1,392股+6.18%加仓

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