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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 TRIBMR
持有机构数
142
机构合计市值 (Q2 2026)
$3.84亿
机构合计股数 (Q2 2026)
1,513.8万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+206.2万股
90 · 27 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-65.3万股
41 · 13 清仓 · ≈
⚖️ 净额
+140.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.84亿
持有机构数
142
新买入
27
加仓
63
减仓
28
清仓
13
持股不变
24
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
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
0.06%0.06%#56$4,419.1万174.0万股$4,360.4万172.0万股+2.0万股+1.19%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#113$4,333.0万170.7万股$3,897.7万153.8万股+16.9万股+10.99%加仓
Clearstead顾问Clearstead Advisors, LLC
0.24%0.23%#22$2,556.5万100.7万股$2,484.0万98.0万股+2.7万股+2.76%加仓
HighTower顾问HighTower Advisors, LLC
0.02%0.02%#81$1,870.1万73.7万股$1,858.0万73.3万股+3,615股+0.49%加仓
LBMC INVESTMENT ADVISORS, LLC
0.72%0.75%#6$1,321.0万52.0万股$1,235.8万48.7万股+3.3万股+6.72%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#120$1,114.3万43.9万股$1,068.1万42.1万股+1.8万股+4.16%加仓
美国合众银行US BANCORP \DE\
0.01%0.01%#90$1,076.0万42.4万股$972.5万38.4万股+4.0万股+10.46%加仓
Paradiem, LLC
2.17%2.21%#2$1,006.4万39.6万股$1,004.8万39.6万股00.00%持仓不变
Kathmere Capital Management, LLC
0.47%0.43%#13$881.9万34.7万股$691.6万27.3万股+7.4万股+27.31%加仓
Lido顾问Lido Advisors, LLC
0.02%0.03%#73$859.6万33.9万股$880.5万34.7万股-8,765股-2.52%减仓
Covington Investment Advisors Inc.
1.04%1.06%#4$811.5万32.0万股$723.5万28.5万股+3.4万股+11.98%加仓
LPL金融LPL Financial LLC
<0.01%<0.01%#122$713.7万28.1万股$626.7万24.7万股+3.4万股+13.69%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#118$675.9万26.6万股$647.5万25.5万股+1.1万股+4.24%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#123$667.1万26.3万股$448.7万17.7万股+8.6万股+48.45%加仓
Praetorian Wealth Management, Inc.
1.11%1.2%#3$642.9万25.3万股$631.5万24.9万股+4,388股+1.76%加仓
CliftonLarsonAllen财富顾问CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
0.08%0.08%#46$636.0万25.1万股$559.6万22.1万股+3.0万股+13.48%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#130$592.3万23.3万股$568.2万22.4万股+9,136股+4.08%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#137$501.0万19.7万股$209.2万8.2万股+11.5万股+140.86%加仓
United Capital金融顾问UNITED CAPITAL FINANCIAL ADVISORS, LLC
0.03%0.03%#72$470.9万18.6万股$425.4万16.8万股+1.8万股+10.48%加仓
Cyndeo Wealth Partners, LLC
0.21%0.21%#23$446.5万17.6万股$407.7万16.1万股+1.5万股+9.36%加仓
Stifel金融STIFEL FINANCIAL CORP
<0.01%<0.01%#110$434.5万17.1万股$436.6万17.2万股-1,101股-0.64%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
0.02%0.02%#75$433.5万17.1万股$291.9万11.5万股+5.6万股+48.30%加仓
Kesler, Norman & Wride, LLC
0.61%#12$384.3万16.6万股$00股+16.6万股新买入
Odyssey Group, LLC
0.97%#5$358.8万14.1万股$00股+14.1万股新买入
冷溪资本COLDSTREAM CAPITAL MANAGEMENT INC
0.03%0.04%#69$344.1万13.6万股$340.5万13.4万股+1,206股+0.90%加仓
HOWLAND 资本管理HOWLAND CAPITAL MANAGEMENT LLC
0.12%0.17%#30$342.6万13.5万股$430.9万17.0万股-3.5万股-20.62%减仓
AssetMarkASSETMARK, INC
0.01%<0.01%#100$338.4万13.3万股$226.2万8.9万股+4.4万股+49.37%加仓
中央信托CENTRAL TRUST Co
0.06%0.07%#53$334.4万13.2万股$354.4万14.0万股-8,106股-5.80%减仓
LITTLEJOHN FINANCIAL SERVICES, INC.
2.4%#1$330.3万14.3万股$00股+14.3万股新买入
Cypress Point Wealth Management, LLC
0.62%#10$304.0万12.0万股$00股+12.0万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#133$287.6万11.3万股$284.8万11.2万股+949股+0.84%加仓
Parkway Wealth Management Group, LLC
0.3%0.31%#19$255.7万10.1万股$249.0万9.8万股+2,668股+2.72%加仓
顶峰金融Summit Financial, LLC
0.03%0.04%#68$252.9万10.0万股$311.1万12.3万股-2.3万股-18.84%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#125$242.5万9.6万股$223.6万8.8万股+7,284股+8.26%加仓
LEAVELL INVESTMENT MANAGEMENT, INC.
0.09%0.09%#44$236.0万9.3万股$225.5万8.9万股+4,000股+4.50%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#112$224.2万8.8万股$229.1万9.0万股-2,077股-2.30%减仓
汇流投资管理CONFLUENCE INVESTMENT MANAGEMENT LLC
0.03%0.03%#65$222.1万8.7万股$219.8万8.7万股+771股+0.89%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%0.01%#96$215.7万8.5万股$203.9万8.0万股+4,547股+5.65%加仓
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#117$210.3万8.3万股$209.5万8.3万股+189股+0.23%加仓
Valmark顾问Valmark Advisers, Inc.
0.02%0.02%#74$210.1万8.3万股$181.0万7.1万股+1.1万股+15.90%加仓
WOODMONT INVESTMENT COUNSEL LLC
0.11%0.16%#32$206.3万8.1万股$254.0万10.0万股-1.9万股-18.91%减仓
Benjamin EdwardsBENJAMIN EDWARDS INC
0.02%0.02%#80$199.6万7.9万股$194.2万7.7万股+2,005股+2.62%加仓
Sound View Wealth Advisors Group, LLC
0.12%0.13%#31$197.2万7.8万股$195.9万7.7万股+381股+0.49%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%#108$192.6万7.6万股$00股+7.6万股新买入
SPINNAKER TRUST
0.09%0.09%#42$189.2万7.4万股$155.2万6.1万股+1.3万股+21.68%加仓
大西洋联合银行Atlantic Union Bankshares Corp
0.03%0.03%#66$185.5万7.3万股$175.3万6.9万股+3,935股+5.69%加仓
Ellis Investment Partners, LLC
0.28%0.32%#21$184.1万7.3万股$183.8万7.2万股+20股+0.03%加仓
Hills Bank & Trust Co
0.08%0.07%#48$183.1万7.2万股$138.0万5.4万股+1.8万股+32.46%加仓
Granite Harbor Advisors, Inc.
0.7%0.68%#7$177.9万7.0万股$154.7万6.1万股+9,040股+14.81%加仓
RIA Advisory Group LLC
0.38%0.32%#15$174.3万6.9万股$133.6万5.3万股+1.6万股+30.21%加仓

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