BlackRock Science & Technology Term Trust
BSTZ- 交易所
- NYSE
- SEC CIK
- 0001768666
近 90 天,BlackRock Science & Technology Term Trust 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 151 家機構在 13F 申報持有,市值合計 $6.59 億;沒有大師持有。
2021 年第 4 季 13F 持有人
BlackRock Science & Technology Term Trust 在 2021/12/31 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
- 110
- 較 2021 年第 3 季 +10 家
- 持有股數
- 1,589 萬
- 較 2021 年第 3 季 +74.9 萬 (+4.9%)
- 總市值
- $6.15 億
- 較 2021 年第 3 季 +$3,017 萬 (+5.2%)
- 新進機構
- 22
- 另有 32 家加碼
- 清倉機構
- 12
- 另有 26 家減碼
另有 2 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 BSTZ 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 | 151 | $6.59 億 |
| 2026 年第 1 季 | 134 | $4.65 億 |
| 2025 年第 4 季 | 125 | $4.66 億 |
| 2025 年第 3 季 | 114 | $4.20 億 |
| 2025 年第 2 季 | 115 | $4.03 億 |
| 2025 年第 1 季 | 106 | $3.67 億 |
| 2024 年第 4 季 | 110 | $4.76 億 |
| 2024 年第 3 季 | 101 | $4.88 億 |
| 2024 年第 2 季 | 98 | $5.18 億 |
| 2024 年第 1 季 | 98 | $5.80 億 |
| 2023 年第 4 季 | 107 | $4.01 億 |
| 2023 年第 3 季 | 104 | $2.68 億 |
| 2023 年第 2 季 | 90 | $2.82 億 |
| 2023 年第 1 季 | 94 | $2.92 億 |
| 2022 年第 4 季 | 104 | $2.71 億 |
| 2022 年第 3 季 | 81 | $2.75 億 |
| 2022 年第 2 季 | 92 | $3.18 億 |
| 2022 年第 1 季 | 99 | $4.59 億 |
| 2021 年第 4 季 | 110 | $6.15 億 |
| 2021 年第 3 季 | 102 | $5.85 億 |
| 2021 年第 2 季 | 96 | $6.22 億 |
| 2021 年第 1 季 | 90 | $5.45 億 |
2021 年第 4 季持有機構
每家機構持有 BlackRock Science & Technology Term Trust 的股數、市值與佔組合比重;股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Morgan Stanley | 5,593,278 | $2.18 億 | 0.03% | −142,173−2.5% | 減碼 |
| UBS Group AG | 2,639,113 | $1.03 億 | 0.04% | +663,830+33.6% | 加碼 |
| Bank of America Corp | 1,274,689 | $4,964 萬 | 0.01% | −18,189−1.4% | 減碼 |
| Raymond James & Associates | 1,196,742 | $4,660 萬 | 0.04% | −24,814−2.0% | 減碼 |
| Wells Fargo & Company | 567,737 | $2,211 萬 | 0.01% | +12,972+2.3% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 472,415 | $1,840 萬 | 0.03% | +41,302+9.6% | 加碼 |
| Lazard Asset Management LLC | 335,847 | $1,308 萬 | 0.01% | 00.0% | 不變 |
| 1607 Capital Partners, LLC | 274,447 | $1,069 萬 | 0.57% | −260,370−48.7% | 減碼 |
| Amplius Wealth Advisors, LLC | 240,821 | $937.7 萬 | 1.29% | +240,821 | 新進 |
| 1832 Asset Management L.P. | 222,314 | $864.9 萬 | 0.02% | 00.0% | 不變 |
| Castleview Partners, LLC | 322,189 | $827.4 萬 | 0.07% | +322,189 | 新進 |
| Bickling Financial Services, Inc. | 185,419 | $722.0 萬 | 3.50% | −6,999−3.6% | 減碼 |
| Royal Bank of Canada | 181,062 | $705.1 萬 | 0.00% | −16,867−8.5% | 減碼 |
| Thomas J. Herzfeld Advisors, Inc. | 165,757 | $645.5 萬 | 2.34% | −3,182−1.9% | 減碼 |
| First Republic Investment Management, Inc. | 161,667 | $629.5 萬 | 0.01% | 00.0% | 不變 |
| Stifel Financial Corp | 160,387 | $624.5 萬 | 0.01% | +21,287+15.3% | 加碼 |
| Rockefeller Capital Management L.P. | 155,859 | $606.9 萬 | 0.03% | +1,690+1.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 152,032 | $592.0 萬 | 0.09% | +564+0.4% | 加碼 |
| Truist Financial Corp | 128,477 | $500.3 萬 | 0.01% | −10,936−7.8% | 減碼 |
| Smith, Moore & Co. | 114,876 | $447.3 萬 | 0.62% | +26,629+30.2% | 加碼 |
| Janney Montgomery Scott LLC | 100,089 | $389.7 萬 | 0.02% | +1,478+1.5% | 加碼 |
| First Trust Advisors LP | 87,132 | $339.3 萬 | 0.00% | +738+0.9% | 加碼 |
| LPL Financial LLC | 84,932 | $330.7 萬 | 0.00% | −6,900−7.5% | 減碼 |
| Invesco Ltd. | 75,721 | $294.9 萬 | 0.00% | −3,670−4.6% | 減碼 |
| Oppenheimer & Co Inc | 68,203 | $265.6 萬 | 0.05% | +5,376+8.6% | 加碼 |
| Transcend Wealth Collective, LLC | 58,316 | $227.1 萬 | 0.20% | +217+0.4% | 加碼 |
| Claro Advisors LLC | 56,319 | $219.3 萬 | 0.79% | +2,410+4.5% | 加碼 |
| Ameriprise Financial Inc | 54,704 | $213.0 萬 | 0.00% | −7,282−11.7% | 減碼 |
| Commonwealth Equity Services, LLC | 49,052 | $191.0 萬 | 0.00% | +2,708+5.8% | 加碼 |
| Karpus Management, Inc. | 47,435 | $184.7 萬 | 0.05% | −102,092−68.3% | 減碼 |
| Advisors Asset Management, Inc. | 43,607 | $169.8 萬 | 0.02% | +120.0% | 加碼 |
| Wedbush Securities Inc | 41,672 | $162.3 萬 | 0.07% | −806−1.9% | 減碼 |
| Access Financial Services, Inc. | 40,318 | $157.0 萬 | 0.71% | +40,318 | 新進 |
| B. Riley Wealth Management, Inc. | 37,283 | $145.2 萬 | 0.10% | −13,293−26.3% | 減碼 |
| Tru Independence Asset Management 2, LLC | 34,681 | $135.0 萬 | 0.72% | +827+2.4% | 加碼 |
| Advisor Group Holdings, Inc. | 26,921 | $104.8 萬 | 0.00% | +2,157+8.7% | 加碼 |
| Ahrens Investment Partners LLC | 22,755 | $88.6 萬 | 0.39% | −6,460−22.1% | 減碼 |
| Claraphi Advisory Network, LLC | 20,671 | $80.5 萬 | 0.28% | +94+0.5% | 加碼 |
| International Assets Investment Management, LLC | 19,074 | $79.0 萬 | 0.14% | +19,074 | 新進 |
| Litman Gregory Asset Management LLC | 20,227 | $78.8 萬 | 0.13% | +4,495+28.6% | 加碼 |
| Raymond James Trust N.A. | 17,500 | $68.1 萬 | 0.02% | +581+3.4% | 加碼 |
| D.A. Davidson & Co. | 16,997 | $66.2 萬 | 0.01% | −1,000−5.6% | 減碼 |
| Stockman Wealth Management, Inc. | 16,616 | $64.7 萬 | 0.13% | +334+2.1% | 加碼 |
| Delta Investment Management, LLC | 14,000 | $54.5 萬 | 0.16% | 00.0% | 不變 |
| 55I, LLC | 13,819 | $53.8 萬 | 0.01% | +13,819 | 新進 |
| Mariner, LLC | 13,608 | $53.0 萬 | 0.00% | −469−3.3% | 減碼 |
| City of London Investment Management Co Ltd | 12,700 | $49.3 萬 | 0.03% | 00.0% | 不變 |
| Qube Research & Technologies Ltd | 12,569 | $48.9 萬 | 0.00% | +12,569 | 新進 |
| US Bancorp | 12,105 | $47.1 萬 | 0.00% | 00.0% | 不變 |
| Cetera Advisors LLC | 11,571 | $45.1 萬 | 0.01% | +347+3.1% | 加碼 |
| Fortis Advisors, LLC | 10,795 | $42.0 萬 | 0.24% | 00.0% | 不變 |
| U.S. Capital Wealth Advisors, LLC | 10,500 | $40.9 萬 | 0.02% | 00.0% | 不變 |
| Blue Bell Private Wealth Management, LLC | 10,065 | $39.2 萬 | 0.10% | −3,266−24.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 10,057 | $39.2 萬 | 0.00% | +689+7.4% | 加碼 |
| Lincoln National Corp | 9,675 | $37.7 萬 | 0.01% | −4,101−29.8% | 減碼 |
| Keudell/Morrison Wealth Management | 8,868 | $34.5 萬 | 0.14% | +8,868 | 新進 |
| Kestra Advisory Services, LLC | 7,674 | $29.9 萬 | 0.00% | +433+6.0% | 加碼 |
| Commerce Bank | 7,500 | $29.2 萬 | 0.00% | 00.0% | 不變 |
| Waddell & Associates, LLC | 7,500 | $29.2 萬 | 0.05% | 00.0% | 不變 |
| Tranquility Partners, LLC | 6,948 | $27.0 萬 | 0.12% | −618−8.2% | 減碼 |
| Icon Wealth Partners, LLC | 6,682 | $26.0 萬 | 0.03% | +271+4.2% | 加碼 |
| IFG Advisory, LLC | 6,618 | $25.7 萬 | 0.03% | −1,010−13.2% | 減碼 |
| ShoreHaven Wealth Partners, LLC | 6,401 | $24.9 萬 | 0.12% | +99+1.6% | 加碼 |
| Bank of New York Mellon Corp | 6,045 | $23.6 萬 | 0.00% | +6,045 | 新進 |
| Moors & Cabot, Inc. | 6,036 | $23.5 萬 | 0.01% | −68−1.1% | 減碼 |
| Shufro Rose & Co LLC | 6,022 | $23.5 萬 | 0.02% | +250+4.3% | 加碼 |
| Laidlaw Wealth Management LLC | 5,935 | $23.1 萬 | 0.04% | 00.0% | 不變 |
| CFS Investment Advisory Services, LLC | 6,790 | $21.8 萬 | 0.03% | +79+1.2% | 加碼 |
| Creative Planning | 5,586 | $21.8 萬 | 0.00% | 00.0% | 不變 |
| Element Pointe Advisors, LLC | 5,588 | $21.8 萬 | 0.07% | 00.0% | 不變 |
| Leisure Capital Management | 5,500 | $21.4 萬 | 0.10% | 00.0% | 不變 |
| Farmers Trust Co | 5,455 | $21.2 萬 | 0.04% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 5,414 | $21.1 萬 | 0.02% | −395−6.8% | 減碼 |
| Keystone Wealth Partners | 5,249 | $20.4 萬 | 0.09% | +5,249 | 新進 |
| BlackRock Inc. | 5,000 | $19.5 萬 | 0.00% | 00.0% | 不變 |
| Barrett Asset Management, LLC | 3,000 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 2,990 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 2,933 | $11.4 萬 | 0.03% | +2,622+843.1% | 加碼 |
| Focused Wealth Management, Inc | 2,717 | $10.6 萬 | 0.02% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 2,731 | $10.5 萬 | 0.00% | −3,959−59.2% | 減碼 |
| Spire Wealth Management | 2,566 | $10.0 萬 | 0.00% | 00.0% | 不變 |
| American Portfolios Advisors | 2,236 | $8.71 萬 | 0.00% | +42+1.9% | 加碼 |
| Future Financial Wealth Managment LLC | 2,000 | $7.80 萬 | 0.06% | +2,000 | 新進 |
| Signet Financial Management, LLC | 1,695 | $6.60 萬 | 0.01% | +1,695 | 新進 |
| NEXT Financial Group, Inc | 1,675 | $6.50 萬 | 0.00% | +150+9.8% | 加碼 |
| Ancora Advisors, LLC | 1,497 | $5.80 萬 | 0.00% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 1,453 | $5.70 萬 | 0.02% | +60+4.3% | 加碼 |
| Plante Moran Financial Advisors, LLC | 1,250 | $4.90 萬 | 0.01% | 00.0% | 不變 |
| Wagner Wealth Management, LLC | 1,209 | $4.70 萬 | 0.04% | −491−28.9% | 減碼 |
| Enterprise Trust & Investment Co | 1,200 | $4.70 萬 | 0.02% | 00.0% | 不變 |
| Signaturefd, LLC | 1,000 | $3.90 萬 | 0.00% | 00.0% | 不變 |
| Howe & Rusling Inc | 900 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| FourThought Financial, LLC | 900 | $3.50 萬 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 908 | $3.50 萬 | 0.00% | +908 | 新進 |
| Sargent Bickham Lagudis LLC | 753 | $2.90 萬 | 0.00% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 735 | $2.80 萬 | 0.01% | +735 | 新進 |
| Ellevest, Inc. | 500 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| First Command Bank | 450 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| MV Capital Management, Inc. | 300 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| JPMorgan Chase & Co | 268 | $1.00 萬 | 0.00% | +268 | 新進 |