13F 机构持仓

BTZ BLACKROCK CR ALLOCATION INCO

COM

持有机构数1562026Q2
26Q126Q2
机构合计持股(股)34,637,8282026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

历季机构持有情况

季度持有机构机构总持股申报市值新建仓加仓减仓清仓估算净买入
2026Q215634,637,828$3.54亿 19504618$503.34万
2026Q115534,117,585$3.45亿 15454819-$203.67万
付费方案可看全部 11 个季度 🔒
2026Q22026Q1 更早 9 个季度 🔒

2026Q1 买入最多

SIT INVESTMENT ASSOCIATES INC加仓$516.67万
Invesco Ltd.加仓$253.63万
Rareview Capital LLC加仓$246.21万
WOLVERINE ASSET MANAGEMENT LLC加仓$195.83万
Allspring Global Investments Holdings, LLC加仓$167.62万
D.A. DAVIDSON & CO.加仓$145.66万
Karpus Management, Inc.新建仓$122.46万
READYSTATE ASSET MANAGEMENT LP新建仓$101.60万
1607 Capital Partners, LLC新建仓$91.94万
FIRST TRUST ADVISORS LP加仓$79.28万
MORGAN STANLEY加仓$78.40万
Sowell Financial Services LLC加仓$58.34万
Logan Stone Capital, LLC新建仓$51.50万
CARY STREET PARTNERS FINANCIAL LLC加仓$47.88万
AMERIPRISE FINANCIAL INC加仓$46.09万
Focus Partners Wealth加仓$33.65万
XTX Topco Ltd新建仓$32.82万
Noble Wealth Management PBC加仓$27.87万
Cetera Investment Advisers加仓$27.31万
NOMURA HOLDINGS INC新建仓$23.23万

2026Q1 卖出最多

BANK OF AMERICA CORP /DE/减仓-$728.61万
Penserra Capital Management LLC清仓-$703.70万
Corient Private Wealth LP清仓-$168.96万
LPL Financial LLC减仓-$129.16万
Capital Investment Advisors, LLC减仓-$115.99万
ROYAL BANK OF CANADA减仓-$108.68万
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC清仓-$98.76万
WELLS FARGO & COMPANY/MN减仓-$85.86万
UBS Group AG减仓-$76.74万
Diesslin Group, Inc.减仓-$73.97万
GUGGENHEIM CAPITAL LLC减仓-$70.35万
Advisors Asset Management, Inc.减仓-$66.74万
HRT FINANCIAL LP减仓-$20.54万
World Investment Advisors减仓-$19.87万
Affiance Financial, LLC清仓-$15.27万
Lido Advisors, LLC减仓-$15.15万
Mayflower Financial Advisors, LLC清仓-$14.62万
GOLDMAN SACHS GROUP INC清仓-$14.30万
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.清仓-$14.28万
Stolper Co减仓-$14.06万

2026Q1 最大持有机构

导出全部持有机构 CSV 🔒
机构持股市值占该机构组合变动股数操作
SIT INVESTMENT ASSOCIATES INC6,941,861$7,011.30万1.42%511,552加仓
MORGAN STANLEY5,116,716$5,167.88万0.00%77,628加仓
BANK OF AMERICA CORP /DE/4,594,698$4,640.65万0.00%-721,396减仓
GUGGENHEIM CAPITAL LLC1,919,779$1,938.98万0.15%-69,651减仓
RAYMOND JAMES FINANCIAL INC1,512,252$1,527.38万0.00%-1,018减仓
Invesco Ltd.1,246,526$1,258.99万0.00%251,117加仓
WELLS FARGO & COMPANY/MN1,008,333$1,018.42万0.00%-85,009减仓
LPL Financial LLC867,643$876.32万0.00%-127,886减仓
ROYAL BANK OF CANADA762,220$769.80万0.00%-107,606减仓
Capital Investment Advisors, LLC729,312$736.60万0.11%-114,840减仓
Sowell Financial Services LLC712,301$719.42万0.27%57,759加仓
Allspring Global Investments Holdings, LLC617,201$623.37万0.01%165,959加仓
UBS Group AG595,265$601.22万0.00%-75,980减仓
Rareview Capital LLC367,912$401.76万2.36%225,471加仓
D.A. DAVIDSON & CO.382,991$386.82万0.02%144,213加仓
AMERIPRISE FINANCIAL INC371,215$374.93万0.00%45,632加仓
COHEN & STEERS, INC.331,022$334.30万0.01%0不变
Steward Partners Investment Advisory, LLC320,311$323.51万0.02%-10,509减仓
CARY STREET PARTNERS FINANCIAL LLC301,781$304.80万0.08%47,403加仓
Emissary Wealth LLC279,689$282.49万2.65%15,339加仓
Smith Asset Management Co., LLC276,288$279.05万2.39%-3,028减仓
Edgemoor Investment Advisors, Inc.257,803$260.38万0.20%-2,512减仓
Thrivent Financial for Lutherans240,311$242.70万0.00%12,638加仓
Cetera Investment Advisers236,069$238.43万0.00%27,038加仓
FIRST TRUST ADVISORS LP209,683$211.78万0.00%78,497加仓
WOLVERINE ASSET MANAGEMENT LLC194,089$196.03万0.02%193,889加仓
PRIVATE TRUST CO NA134,849$136.20万0.12%0不变
Advisors Asset Management, Inc.128,229$129.51万0.02%-66,084减仓
Karpus Management, Inc.121,250$122.46万0.04%121,250新建仓
Waterfront Wealth Inc.116,422$117.59万0.22%4,510加仓
IBEX WEALTH ADVISORS108,640$109.73万0.10%992加仓
Focus Partners Wealth105,820$106.88万0.00%33,320加仓
READYSTATE ASSET MANAGEMENT LP100,594$101.60万0.05%100,594新建仓
JANE STREET GROUP, LLC97,450$98.42万0.00%19,286加仓
1607 Capital Partners, LLC91,026$91.94万0.07%91,026新建仓
Marks Group Wealth Management, Inc89,273$90.17万0.09%-8,565减仓
Vestmark Advisory Solutions, Inc.81,557$82.37万0.01%-1减仓
ELEVATION POINT WEALTH PARTNERS, LLC81,558$82.37万0.02%0不变
FELL CAPITAL MANAGEMENT /ADV81,184$82.00万0.78%-3,500减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO77,409$78.18万0.00%-205减仓
Shaker Financial Services, LLC76,139$76.90万0.27%22,578加仓
Rockefeller Capital Management L.P.74,352$75.10万0.00%-3,152减仓
PRINCIPAL SECURITIES, INC.68,937$69.63万0.01%-1,116减仓
Chicago Partners Investment Group LLC57,056$59.17万0.01%0不变
Stolper Co65,772$56.70万0.12%-16,307减仓
Johnson Financial Group, Inc.53,707$54.24万0.02%0不变
OSAIC HOLDINGS, INC.53,555$54.09万0.00%-8,397减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP52,675$53.20万0.00%1,397加仓
Alteri Wealth LLC52,152$52.67万0.17%307加仓
Lido Advisors, LLC51,815$52.33万0.00%-15,001减仓

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