13FBOX
iShares安硕 · 13F 机构持仓分析
期权收益计算器 机构排行
I

iShares安硕

ISHARES INCEUSA
持有机构数
153
机构合计市值 (Q2 2026)
$11.57亿
机构合计股数 (Q2 2026)
1,013.7万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+54.6万股
75 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-72.4万股
56 · 16 清仓 · ≈
⚖️ 净额
-17.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$11.57亿
持有机构数
153
新买入
21
加仓
54
减仓
40
清仓
16
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
Stifel金融STIFEL FINANCIAL CORP
0.21%0.19%#36$2.54亿222.3万股$2.11亿207.3万股+15.0万股+7.25%加仓
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#95$1.22亿106.8万股$1.09亿106.9万股-805股-0.08%减仓
Henshaw 资本Henshaw Capital LLC
2.87%2.92%#5$8,815.5万77.2万股$7,881.1万77.4万股-2,400股-0.31%减仓
Strategic Financial Services, Inc.
1.95%1.86%#8$4,456.1万39.0万股$3,902.8万38.3万股+6,741股+1.76%加仓
Gen 信托GenTrust, LLC
1.58%1.61%#10$4,111.5万36.0万股$3,756.1万36.9万股-9,020股-2.44%减仓
LPL金融LPL Financial LLC
0.01%0.01%#91$3,978.8万34.8万股$2,744.6万27.0万股+7.9万股+29.20%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#111$3,690.0万32.3万股$3,715.0万36.1万股-3.8万股-10.43%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#94$3,479.9万30.5万股$3,190.1万31.3万股-8,718股-2.78%减仓
Calydon Capital
4.74%7.29%#3$3,247.8万28.4万股$2,889.1万28.4万股+537股+0.19%加仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.18%0.18%#37$3,247.2万28.4万股$3,007.1万29.5万股-1.1万股-3.76%减仓
HighTower顾问HighTower Advisors, LLC
0.03%0.03%#70$3,025.5万26.5万股$2,690.9万26.4万股+538股+0.20%加仓
阿卡迪奥斯财富顾问Arkadios Wealth Advisors
0.46%0.42%#20$3,024.7万26.5万股$2,557.7万25.1万股+1.4万股+5.40%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.02%#82$2,886.6万25.3万股$2,837.4万27.9万股-2.6万股-9.33%减仓
DAVIDSON 投资顾问DAVIDSON INVESTMENT ADVISORS
1.17%1.09%#13$2,872.2万25.2万股$2,530.2万24.9万股+2,912股+1.17%加仓
Cetera投资顾问Cetera Investment Advisers
0.02%0.02%#78$2,052.2万18.0万股$1,794.0万17.6万股+3,438股+1.95%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#103$1,985.6万17.4万股$1,711.7万16.8万股+5,684股+3.38%加仓
Private Advisory Group LLC
1.04%1.38%#14$1,919.4万16.8万股$2,107.4万20.7万股-3.9万股-18.83%减仓
Crews Bank & Trust
2.13%2.15%#6$1,634.5万14.3万股$1,479.6万14.5万股-2,245股-1.54%减仓
Ironwood Financial, llc
2.07%2.13%#7$1,321.4万11.5万股$1,217.7万12.0万股-4,369股-3.65%减仓
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP
0.37%0.36%#27$1,141.9万10.0万股$1,017.7万10.0万股-2股-0.00%减仓
Swisher Financial Concepts, Inc.
6.01%4.77%#1$954.7万8.4万股$851.7万8.4万股-85股-0.10%减仓
Financial Architects, LLC
4.51%4.39%#4$940.0万8.2万股$831.6万8.2万股+607股+0.74%加仓
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#134$897.8万7.9万股$667.7万6.7万股+1.2万股+17.21%加仓
Genesis Wealth Advisors, LLC
5.35%5.2%#2$895.1万7.8万股$779.8万7.7万股+1,759股+2.30%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#124$860.8万7.5万股$558.5万5.5万股+2.1万股+37.37%加仓
Dynasty财富管理Dynasty Wealth Management, LLC
0.06%0.03%#60$804.2万7.0万股$399.6万3.9万股+3.1万股+79.36%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.01%0.01%#88$766.1万6.7万股$379.1万3.7万股+3.0万股+80.11%加仓
Cerity合伙人Cerity Partners LLC
0.01%0.01%#89$755.9万6.6万股$780.3万7.7万股-1.0万股-13.66%减仓
First Heartland Consultants, Inc.
0.46%0.47%#23$706.3万6.2万股$619.1万6.1万股+1,018股+1.67%加仓
丰业资本SCOTIA CAPITAL INC.
0.02%#75$572.1万5.0万股$00股+5.0万股新买入
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#128$521.3万4.6万股$416.1万4.1万股+4,770股+11.67%加仓
Elmwood Wealth Management, Inc.
1.3%1.29%#11$519.3万4.5万股$464.8万4.6万股-191股-0.42%减仓
咨询服务网络Advisory Services Network, LLC
0.05%0.05%#63$484.3万4.2万股$405.5万4.0万股+2,566股+6.44%加仓
Farther金融顾问Farther Finance Advisors, LLC
0.04%0.03%#69$455.7万4.0万股$359.3万3.5万股+4,723股+13.42%加仓
L2 Asset Management, LLC
0.46%0.37%#19$441.4万3.9万股$392.3万3.9万股+104股+0.27%加仓
第一曼哈顿FIRST MANHATTAN CO. LLC.
0.01%0.01%#93$331.5万2.9万股$324.2万3.2万股-2,829股-8.88%减仓
Stratos 投资管理Stratos Investment Management, LLC
0.11%0.11%#47$315.9万2.8万股$283.3万2.8万股-176股-0.63%减仓
富达投资FMR LLC
<0.01%<0.01%#145$305.6万2.7万股$208.7万2.1万股+6,255股+30.50%加仓
MarinerMariner, LLC
<0.01%<0.01%#104$304.0万2.7万股$259.7万2.6万股+1,107股+4.34%加仓
LBMC INVESTMENT ADVISORS, LLC
0.16%0.16%#39$286.2万2.5万股$254.6万2.5万股+51股+0.20%加仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
0.04%0.04%#66$283.9万2.5万股$193.1万1.9万股+5,888股+31.03%加仓
高盛集团GOLDMAN SACHS GROUP INC
<0.01%<0.01%#138$272.3万2.4万股$242.6万2.4万股+10股+0.04%加仓
Pembroke Management, LTD
0.42%0.35%#24$269.8万2.4万股$240.4万2.4万股00.00%持仓不变
Corient私人财富Corient Private Wealth LLC
<0.01%<0.01%#112$258.1万2.3万股$349.3万6.4万股-4.2万股-64.94%减仓
ZWJ 投资顾问ZWJ INVESTMENT COUNSEL INC
0.08%0.09%#55$247.1万2.2万股$251.8万2.5万股-3,097股-12.52%减仓
WESCAP Management Group, Inc.
0.46%0.41%#21$245.3万2.1万股$209.9万2.1万股+851股+4.13%加仓
XY Planning Network, Inc.
0.29%0.32%#33$234.1万2.0万股$203.2万2.0万股+600股+3.02%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%<0.01%#102$217.7万1.9万股$175.4万1.7万股+1,851股+10.82%加仓
琼斯金融JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#126$215.3万1.9万股$145.0万1.5万股+4,442股+30.57%加仓
UNIQUE WEALTH, LLC
0.25%0.19%#35$212.5万1.9万股$139.3万1.4万股+4,915股+35.90%加仓

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