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 🔒

2026Q2 买入最多

ENVESTNET ASSET MANAGEMENT INC加仓$316.72万
Allspring Global Investments Holdings, LLC加仓$265.66万
Thomas J. Herzfeld Advisors, Inc.新建仓$250.72万
MORGAN STANLEY加仓$201.22万
BANK OF AMERICA CORP /DE/加仓$157.50万
D.A. DAVIDSON & CO.加仓$107.55万
RIVERBRIDGE PARTNERS LLC新建仓$95.23万
Rareview Capital LLC加仓$57.08万
Marex Group Ltd新建仓$52.12万
SIT INVESTMENT ASSOCIATES INC加仓$50.34万
Sowell Financial Services LLC加仓$50.25万
IMC-Chicago, LLC新建仓$42.47万
ROYAL BANK OF CANADA加仓$37.80万
CHOREO, LLC加仓$33.94万
StoneX Group Inc.新建仓$27.62万
AMERIPRISE FINANCIAL INC加仓$26.30万
CARY STREET PARTNERS FINANCIAL LLC加仓$23.55万
Cambridge Investment Research Advisors, Inc.加仓$23.30万
Stolper Co加仓$22.48万
DIVIDEND ASSETS CAPITAL, LLC新建仓$20.44万

2026Q2 卖出最多

LPL Financial LLC减仓-$306.42万
Emissary Wealth LLC减仓-$149.27万
Cetera Investment Advisers减仓-$142.51万
READYSTATE ASSET MANAGEMENT LP清仓-$101.60万
PRIVATE TRUST CO NA减仓-$81.76万
GUGGENHEIM CAPITAL LLC减仓-$68.11万
Shaker Financial Services, LLC减仓-$64.38万
Capital Investment Advisors, LLC减仓-$61.93万
Advisors Asset Management, Inc.减仓-$57.11万
Logan Stone Capital, LLC清仓-$51.50万
JANE STREET GROUP, LLC减仓-$50.69万
WealthShield Partners, LLC清仓-$41.51万
1607 Capital Partners, LLC减仓-$38.02万
Diesslin Group, Inc.清仓-$35.28万
WELLS FARGO & COMPANY/MN减仓-$32.09万
WOLVERINE ASSET MANAGEMENT LLC减仓-$31.76万
Focus Partners Wealth减仓-$31.07万
UBS Group AG减仓-$23.94万
RAYMOND JAMES FINANCIAL INC减仓-$22.15万
SOA Wealth Advisors, LLC.清仓-$12.93万

2026Q2 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 INC6,991,115$7,144.90万1.35%49,254加仓
MORGAN STANLEY5,313,606$5,430.51万0.00%196,890加仓
BANK OF AMERICA CORP /DE/4,748,810$4,853.28万0.00%154,112加仓
GUGGENHEIM CAPITAL LLC1,853,133$1,893.90万0.12%-66,646减仓
RAYMOND JAMES FINANCIAL INC1,490,582$1,523.37万0.00%-21,670减仓
Invesco Ltd.1,257,966$1,285.64万0.00%11,440加仓
WELLS FARGO & COMPANY/MN976,930$998.42万0.00%-31,403减仓
Allspring Global Investments Holdings, LLC877,138$896.43万0.01%259,937加仓
ROYAL BANK OF CANADA799,205$816.80万0.00%36,985加仓
Sowell Financial Services LLC761,468$778.22万0.25%49,167加仓
Capital Investment Advisors, LLC668,720$683.43万0.09%-60,592减仓
UBS Group AG571,839$584.42万0.00%-23,426减仓
LPL Financial LLC567,816$580.31万0.00%-299,827减仓
D.A. DAVIDSON & CO.488,221$498.96万0.03%105,230加仓
Rareview Capital LLC420,186$458.84万2.57%52,274加仓
AMERIPRISE FINANCIAL INC396,945$405.68万0.00%25,730加仓
ENVESTNET ASSET MANAGEMENT INC350,797$358.51万0.00%309,902加仓
COHEN & STEERS, INC.331,022$338.30万0.01%0不变
Steward Partners Investment Advisory, LLC324,985$332.13万0.02%4,674加仓
CARY STREET PARTNERS FINANCIAL LLC324,822$331.97万0.07%23,041加仓
Smith Asset Management Co., LLC273,343$279.36万2.20%-2,945减仓
Thomas J. Herzfeld Advisors, Inc.245,318$250.72万0.77%245,318新建仓
Edgemoor Investment Advisors, Inc.245,206$250.60万0.17%-12,597减仓
Thrivent Financial for Lutherans240,311$245.60万0.00%0不变
FIRST TRUST ADVISORS LP223,860$228.78万0.00%14,177加仓
WOLVERINE ASSET MANAGEMENT LLC163,008$166.59万0.01%-31,081减仓
Emissary Wealth LLC133,636$136.58万1.04%-146,053减仓
Waterfront Wealth Inc.122,488$125.06万0.19%6,066加仓
Karpus Management, Inc.120,175$122.82万0.04%-1,075减仓
IBEX WEALTH ADVISORS106,089$108.42万0.08%-2,551减仓
Cetera Investment Advisers96,628$98.75万0.00%-139,441减仓
RIVERBRIDGE PARTNERS LLC93,180$95.23万0.03%93,180新建仓
Marks Group Wealth Management, Inc89,273$91.24万0.08%0不变
Stolper Co87,774$89.70万0.23%22,002加仓
Rockefeller Capital Management L.P.80,753$82.53万0.00%6,401加仓
FELL CAPITAL MANAGEMENT /ADV80,184$81.95万0.69%-1,000减仓
ELEVATION POINT WEALTH PARTNERS, LLC79,458$81.21万0.02%-2,100减仓
Vestmark Advisory Solutions, Inc.78,658$80.39万0.01%-2,899减仓
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO77,972$79.69万0.00%563加仓
Focus Partners Wealth75,420$77.08万0.00%-30,400减仓
Advisors Asset Management, Inc.72,345$73.94万0.01%-55,884减仓
SUSQUEHANNA INTERNATIONAL GROUP, LLP67,473$68.96万0.00%14,798加仓
CHOREO, LLC64,651$66.07万0.01%33,211加仓
PRINCIPAL SECURITIES, INC.64,422$65.84万0.01%-4,515减仓
Chicago Partners Investment Group LLC57,817$57.64万0.01%761加仓
OSAIC HOLDINGS, INC.54,924$56.13万0.00%1,369加仓
PRIVATE TRUST CO NA54,849$56.06万0.04%-80,000减仓
1607 Capital Partners, LLC53,824$55.01万0.05%-37,202减仓
Johnson Financial Group, Inc.53,707$54.89万0.02%0不变
Noble Wealth Management PBC52,533$53.69万0.24%18,500加仓

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