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贝莱德·CR ALLOCATION · 13F 机构持仓分析
期权收益计算器 机构排行

贝莱德·CR ALLOCATION

BLACKROCK CR ALLOCATIONBTZ
持有机构数
158
机构合计市值 (Q2 2026)
$3.55亿
机构合计股数 (Q2 2026)
3,471.9万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+192.3万股
70 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-144.4万股
65 · 18 清仓 · ≈
⚖️ 净额
+47.8万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3.55亿
持有机构数
158
新买入
21
加仓
49
减仓
47
清仓
18
持股不变
41
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
SIT INVESTMENT ASSOCIATES INC
1.35%1.42%#3$7,144.9万699.1万股$7,011.3万694.2万股+4.9万股+0.71%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#88$5,430.5万531.4万股$5,814.3万526.2万股+5.2万股+0.98%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#86$4,853.3万474.9万股$4,640.6万459.5万股+15.4万股+3.35%加仓
古根海姆资本GUGGENHEIM CAPITAL LLC
0.12%0.15%#18$1,893.9万185.3万股$1,939.0万192.0万股-6.7万股-3.47%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#82$1,523.4万149.1万股$1,527.4万151.2万股-2.2万股-1.43%减仓
景顺Invesco Ltd.
<0.01%<0.01%#111$1,285.6万125.8万股$1,259.0万124.7万股+1.1万股+0.92%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#98$998.4万97.7万股$1,018.4万100.8万股-3.1万股-3.11%减仓
Allspring环球投资Allspring Global Investments Holdings, LLC
0.01%0.01%#58$896.4万87.7万股$623.4万61.7万股+26.0万股+42.12%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#109$816.8万79.9万股$769.8万76.2万股+3.7万股+4.85%加仓
Sowell Financial Services LLC
0.25%0.27%#11$778.2万76.1万股$719.4万71.2万股+4.9万股+6.90%加仓
资本投资顾问Capital Investment Advisors, LLC
0.09%0.11%#25$683.4万66.9万股$736.6万72.9万股-6.1万股-8.31%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#125$584.4万57.2万股$601.2万59.5万股-2.3万股-3.94%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#104$580.3万56.8万股$876.3万86.8万股-30.0万股-34.56%减仓
D.A. DavidsonD.A. DAVIDSON & CO.
0.03%0.02%#47$499.0万48.8万股$386.8万38.3万股+10.5万股+27.48%加仓
Rareview Capital LLC
2.57%2.36%#1$458.8万42.0万股$401.8万36.8万股+5.2万股+14.21%加仓
阿默普莱斯金融AMERIPRISE FINANCIAL INC
<0.01%<0.01%#120$405.7万39.7万股$374.9万37.1万股+2.6万股+6.93%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#117$358.5万35.1万股$41.3万4.1万股+31.0万股+757.80%加仓
COHEN & STEERS, INC.
0.01%0.01%#78$338.3万33.1万股$334.3万33.1万股00.00%持仓不变
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
0.02%0.02%#53$332.1万32.5万股$323.5万32.0万股+4,674股+1.46%加仓
CARY STREET PARTNERS FINANCIAL LLC
0.07%0.08%#30$332.0万32.5万股$304.8万30.2万股+2.3万股+7.64%加仓
Smith Asset Management Co., LLC
2.2%2.39%#2$279.4万27.3万股$279.1万27.6万股-2,945股-1.07%减仓
Thomas J. Herzfeld Advisors, Inc.
0.77%#6$250.7万24.5万股$00股+24.5万股新买入
Edgemoor Investment Advisors, Inc.
0.17%0.2%#15$250.6万24.5万股$260.4万25.8万股-1.3万股-4.89%减仓
THRIVENT FINANCIAL FOR LUTHERANS
<0.01%<0.01%#84$245.6万24.0万股$242.7万24.0万股00.00%持仓不变
第一信托顾问FIRST TRUST ADVISORS LP
<0.01%<0.01%#103$228.8万22.4万股$211.8万21.0万股+1.4万股+6.76%加仓
Wolverine资产管理WOLVERINE ASSET MANAGEMENT LLC
0.01%0.02%#57$166.6万16.3万股$196.0万19.4万股-3.1万股-16.01%减仓
Emissary Wealth LLC
1.04%2.65%#4$136.6万13.4万股$282.5万28.0万股-14.6万股-52.22%减仓
Waterfront Wealth Inc.
0.19%0.22%#14$125.1万12.2万股$117.6万11.6万股+6,066股+5.21%加仓
Karpus Management, Inc.
0.04%0.04%#45$122.8万12.0万股$122.5万12.1万股-1,075股-0.89%减仓
IBEX WEALTH ADVISORS
0.08%0.1%#27$108.4万10.6万股$109.7万10.9万股-2,551股-2.35%减仓
READYSTATE 资产管理READYSTATE ASSET MANAGEMENT LP
0.05%0.05%#35$101.6万10.1万股$101.6万10.1万股00.00%持仓不变
Cetera投资顾问Cetera Investment Advisers
<0.01%<0.01%#115$98.8万9.7万股$238.4万23.6万股-13.9万股-59.07%减仓
RIVERBRIDGE 合伙人RIVERBRIDGE PARTNERS LLC
0.03%#49$95.2万9.3万股$00股+9.3万股新买入
Marks Group Wealth Management, Inc
0.08%0.09%#28$91.2万8.9万股$90.2万8.9万股00.00%持仓不变
Stolper Co
0.23%0.28%#13$89.7万8.8万股$56.7万6.6万股+2.2万股+33.45%加仓
洛克菲勒资本管理Rockefeller Capital Management L.P.
<0.01%<0.01%#105$82.5万8.1万股$75.1万7.4万股+6,401股+8.61%加仓
FELL CAPITAL MANAGEMENT /ADV
0.69%0.78%#7$81.9万8.0万股$82.0万8.1万股-1,000股-1.23%减仓
提升点财富ELEVATION POINT WEALTH PARTNERS, LLC
0.02%0.02%#55$81.2万7.9万股$82.4万8.2万股-2,100股-2.57%减仓
Vestmark顾问方案Vestmark Advisory Solutions, Inc.
0.01%0.01%#69$80.4万7.9万股$82.4万8.2万股-2,899股-3.55%减仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#137$79.7万7.8万股$78.2万7.7万股+563股+0.73%加仓
Focus Partners财富Focus Partners Wealth
<0.01%<0.01%#122$77.1万7.5万股$106.9万10.6万股-3.0万股-28.73%减仓
顾问资产管理Advisors Asset Management, Inc.
0.01%0.02%#64$73.9万7.2万股$129.5万12.8万股-5.6万股-43.58%减仓
萨斯奎汉纳国际集团SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#149$69.0万6.7万股$53.2万5.3万股+1.5万股+28.09%加仓
Choreo资本CHOREO, LLC
0.01%<0.01%#73$66.1万6.5万股$31.8万3.1万股+3.3万股+105.63%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.01%0.01%#68$65.8万6.4万股$69.6万6.9万股-4,515股-6.55%减仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
0.01%0.01%#63$57.6万5.8万股$59.2万5.7万股+761股+1.33%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#128$56.1万5.5万股$54.1万5.4万股+1,369股+2.56%加仓
PRIVATE TRUST CO NA
0.04%0.12%#40$56.1万5.5万股$136.2万13.5万股-8.0万股-59.33%减仓
1607 Capital Partners, LLC
0.05%0.07%#38$55.0万5.4万股$91.9万9.1万股-3.7万股-40.87%减仓
Johnson Financial Group, Inc.
0.02%0.02%#52$54.9万5.4万股$54.2万5.4万股00.00%持仓不变

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