BlackRock Ltd Duration Income Trust
BLW- 交易所
- NYSE
- SEC CIK
- 0001233681
近 90 天，BlackRock Ltd Duration Income Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 85 家機構在 13F 申報持有，市值合計 $1.46 億；沒有大師持有。
2025 年第 1 季 13F 持有人
BlackRock Ltd Duration Income Trust 在 2025/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 77
- 較 2024 年第 4 季 +2 家
- 持有股數
- 1,179 萬
- 較 2024 年第 4 季 +87.4 萬 (+8.0%)
- 總市值
- $1.67 億
- 較 2024 年第 4 季 +$1,244 萬 (+8.1%)
- 新進機構
- 5
- 另有 35 家加碼
- 清倉機構
- 3
- 另有 16 家減碼
另有 1 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 BLW 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 85 | $1.46 億 |
| 2026 年第 1 季 | 82 | $1.39 億 |
| 2025 年第 4 季 | 81 | $1.60 億 |
| 2025 年第 3 季 | 85 | $1.65 億 |
| 2025 年第 2 季 | 77 | $1.70 億 |
| 2025 年第 1 季 | 77 | $1.67 億 |
| 2024 年第 4 季 | 76 | $1.54 億 |
| 2024 年第 3 季 | 77 | $1.52 億 |
| 2024 年第 2 季 | 79 | $1.51 億 |
| 2024 年第 1 季 | 80 | $1.53 億 |
| 2023 年第 4 季 | 86 | $1.59 億 |
| 2023 年第 3 季 | 73 | $1.44 億 |
| 2023 年第 2 季 | 71 | $1.41 億 |
| 2023 年第 1 季 | 71 | $1.38 億 |
| 2022 年第 4 季 | 73 | $1.36 億 |
| 2022 年第 3 季 | 70 | $1.25 億 |
| 2022 年第 2 季 | 77 | $1.30 億 |
| 2022 年第 1 季 | 84 | $1.43 億 |
| 2021 年第 4 季 | 81 | $1.65 億 |
| 2021 年第 3 季 | 83 | $1.68 億 |
| 2021 年第 2 季 | 82 | $1.70 億 |
| 2021 年第 1 季 | 80 | $1.73 億 |
2025 年第 1 季持有機構
每家機構持有 BlackRock Ltd Duration Income Trust 的股數、市值與佔組合比重；股數變化跟 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 4,508,881 | $6,376 萬 | 0.00% | −91,518−2.0% | 減碼 |
| Wells Fargo & Company | 989,071 | $1,399 萬 | 0.00% | +64,122+6.9% | 加碼 |
| Guggenheim Capital LLC | 760,828 | $1,076 萬 | 0.10% | +94,045+14.1% | 加碼 |
| UBS Group AG | 607,394 | $858.9 萬 | 0.00% | +30,951+5.4% | 加碼 |
| Venture Visionary Partners LLC | 469,432 | $663.8 萬 | 0.28% | +457,859+3,956.3% | 加碼 |
| Cohen & Steers, Inc. | 371,801 | $525.7 萬 | 0.01% | 00.0% | 不變 |
| Invesco Ltd. | 329,756 | $466.3 萬 | 0.00% | −13,048−3.8% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 301,626 | $426.5 萬 | 1.19% | +43,324+16.8% | 加碼 |
| Bank of America Corp | 263,482 | $372.6 萬 | 0.00% | +11,170+4.4% | 加碼 |
| Raymond James Financial Inc | 242,041 | $342.2 萬 | 0.00% | −34,092−12.3% | 減碼 |
| Principal Securities, Inc. | 212,931 | $300.9 萬 | 0.07% | 00.0% | 不變 |
| GraniteShares Advisors LLC | 186,017 | $263.0 萬 | 1.68% | +11,270+6.4% | 加碼 |
| Royal Bank of Canada | 163,741 | $231.5 萬 | 0.00% | −12,774−7.2% | 減碼 |
| Capital Investment Advisors, LLC | 159,765 | $225.9 萬 | 0.04% | −18,242−10.2% | 減碼 |
| Ethos Financial Group, LLC | 158,183 | $223.7 萬 | 0.21% | +158,183 | 新進 |
| LPL Financial LLC | 154,586 | $218.6 萬 | 0.00% | +40,195+35.1% | 加碼 |
| Jefferies Financial Group Inc. | 146,068 | $206.5 萬 | 0.04% | −36,725−20.1% | 減碼 |
| Envestnet Asset Management Inc | 140,460 | $198.6 萬 | 0.00% | +12,212+9.5% | 加碼 |
| Baird Financial Group, Inc. | 128,203 | $181.3 萬 | 0.00% | +1,926+1.5% | 加碼 |
| Fiera Capital Corp | 114,590 | $162.0 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 110,143 | $155.7 萬 | 0.00% | +24,121+28.0% | 加碼 |
| Cura Wealth Advisors, LLC | 95,238 | $134.7 萬 | 0.54% | −5,000−5.0% | 減碼 |
| Fountainhead AM, LLC | 68,727 | $97.2 萬 | 0.16% | +31,265+83.5% | 加碼 |
| Virtus Investment Advisers, Inc. | 64,879 | $91.7 萬 | 0.25% | +64,879 | 新進 |
| NBC Securities, Inc. | 61,545 | $87.0 萬 | 0.07% | +61,518+227,844.4% | 加碼 |
| Cetera Investment Advisers | 59,774 | $84.5 萬 | 0.00% | +1,463+2.5% | 加碼 |
| Peregrine Asset Advisers, Inc. | 58,970 | $83.4 萬 | 0.31% | +106+0.2% | 加碼 |
| Verity Asset Management, Inc. | 54,677 | $77.3 萬 | 0.31% | +479+0.9% | 加碼 |
| Wealth Alliance | 54,612 | $77.2 萬 | 0.09% | −3,036−5.3% | 減碼 |
| Smith Asset Management Co., LLC | 53,006 | $75.0 萬 | 0.71% | +335+0.6% | 加碼 |
| Comerica Bank | 47,357 | $67.0 萬 | 0.00% | +8,481+21.8% | 加碼 |
| GWM Advisors LLC | 46,460 | $65.7 萬 | 0.00% | −100−0.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 44,806 | $63.4 萬 | 0.00% | −992−2.2% | 減碼 |
| Orleans Capital Management Corp | 40,500 | $57.3 萬 | 0.34% | 00.0% | 不變 |
| BTG Pactual Asset Management US LLC | 37,630 | $53.2 萬 | 0.07% | −5,400−12.5% | 減碼 |
| Commonwealth Equity Services, LLC | 36,127 | $51.1 萬 | 0.00% | −609−1.7% | 減碼 |
| Round Rock Advisors, LLC | 33,832 | $47.8 萬 | 0.09% | +20,378+151.5% | 加碼 |
| Waterfront Wealth Inc. | 30,887 | $43.7 萬 | 0.11% | −7,659−19.9% | 減碼 |
| Consolidated Portfolio Review Corp | 27,971 | $39.6 萬 | 0.06% | +245+0.9% | 加碼 |
| Janney Montgomery Scott LLC | 26,736 | $37.8 萬 | 0.00% | +8,068+43.2% | 加碼 |
| Pointe Capital Management LLC | 26,565 | $37.6 萬 | 0.22% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 25,900 | $36.6 萬 | 0.03% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 21,360 | $30.2 萬 | 0.00% | +7,903+58.7% | 加碼 |
| US Bancorp | 19,900 | $28.1 萬 | 0.00% | 00.0% | 不變 |
| Ameriprise Financial Inc | 18,807 | $26.6 萬 | 0.00% | +1,204+6.8% | 加碼 |
| MML Investors Services, LLC | 15,633 | $22.1 萬 | 0.00% | +151+1.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 15,578 | $22.0 萬 | 0.01% | +94+0.6% | 加碼 |
| Annex Advisory Services, LLC | 15,407 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| MAI Capital Management | 15,370 | $21.7 萬 | 0.00% | +102+0.7% | 加碼 |
| Prospera Financial Services Inc | 15,120 | $21.4 萬 | 0.00% | +1,073+7.6% | 加碼 |
| Fortitude Advisory Group L.L.C. | 14,853 | $19.8 萬 | 0.14% | 00.0% | 不變 |
| Pathstone Holdings, LLC | 13,833 | $19.6 萬 | 0.00% | +219+1.6% | 加碼 |
| ProVise Management Group, LLC | 13,818 | $19.5 萬 | 0.02% | −475−3.3% | 減碼 |
| Stifel Financial Corp | 12,459 | $17.6 萬 | 0.00% | −3,523−22.0% | 減碼 |
| Samalin Investment Counsel, LLC | 11,863 | $16.8 萬 | 0.07% | +255+2.2% | 加碼 |
| Kestra Advisory Services, LLC | 11,842 | $16.7 萬 | 0.00% | +462+4.1% | 加碼 |
| Atria Wealth Solutions, Inc. | 11,700 | $16.5 萬 | 0.00% | 00.0% | 不變 |
| WMG Financial Advisors, LLC | 10,575 | $15.0 萬 | 0.06% | 00.0% | 不變 |
| Papamarkou Wellner Asset Management inc. | 10,000 | $14.0 萬 | 0.10% | 00.0% | 不變 |
| Hollencrest Capital Management | 3,500 | $4.95 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 3,492 | $4.94 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 3,326 | $4.70 萬 | 0.00% | −1,326−28.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 2,792 | $3.95 萬 | 0.00% | +66+2.4% | 加碼 |
| IFP Advisors, Inc | 2,389 | $3.38 萬 | 0.00% | +49+2.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 1,900 | $2.69 萬 | 0.00% | 00.0% | 不變 |
| Bogart Wealth, LLC | 1,618 | $2.29 萬 | 0.00% | 00.0% | 不變 |
| Montag A & Associates Inc | 1,410 | $1.99 萬 | 0.00% | 00.0% | 不變 |
| Crews Bank & Trust | 1,350 | $1.91 萬 | 0.00% | +1,350 | 新進 |
| Ronald Blue Trust, Inc. | 1,309 | $1.85 萬 | 0.00% | +31+2.4% | 加碼 |
| Allworth Financial LP | 1,292 | $1.76 萬 | 0.00% | +14+1.1% | 加碼 |
| Missouri Trust & Investment Co | 1,204 | $1.70 萬 | 0.01% | +28+2.4% | 加碼 |
| Geneos Wealth Management Inc. | 991 | $1.40 萬 | 0.00% | +991 | 新進 |
| Elequin Capital LP | 632 | $8,936 | 0.00% | +632 | 新進 |
| North Star Investment Management Corp. | 500 | $7,070 | 0.00% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 500 | $7,070 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 190 | $2,687 | 0.00% | 00.0% | 不變 |
| Hoey Investments, Inc | 171 | $2,418 | 0.00% | 00.0% | 不變 |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −51,320−100.0% | 清倉 |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −1,000−100.0% | 清倉 |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −142−100.0% | 清倉 |
| Oliver Lagore Vanvalin Investment Group | – | – | – | – | 本季未申報 |