BlackRock Credit Allocation Income Trust
BTZ- 交易所
- NYSE
- SEC CIK
- 0001379384
近 90 天，BlackRock Credit Allocation Income Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 156 家機構在 13F 申報持有，市值合計 $3.54 億；沒有大師持有。
2021 年第 4 季 13F 持有人
BlackRock Credit Allocation Income 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
- 138
- 較 2021 年第 3 季 +4 家
- 持有股數
- 3,074 萬
- 較 2021 年第 3 季 −21.7 萬 (−0.7%)
- 總市值
- $4.63 億
- 較 2021 年第 3 季 −$659.9 萬 (−1.4%)
- 新進機構
- 21
- 另有 50 家加碼
- 清倉機構
- 17
- 另有 29 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 BTZ 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 | 156 | $3.54 億 |
| 2026 年第 1 季 | 155 | $3.45 億 |
| 2025 年第 4 季 | 156 | $3.70 億 |
| 2025 年第 3 季 | 151 | $3.67 億 |
| 2025 年第 2 季 | 144 | $3.67 億 |
| 2025 年第 1 季 | 146 | $3.57 億 |
| 2024 年第 4 季 | 157 | $3.45 億 |
| 2024 年第 3 季 | 136 | $3.55 億 |
| 2024 年第 2 季 | 140 | $3.58 億 |
| 2024 年第 1 季 | 141 | $3.56 億 |
| 2023 年第 4 季 | 150 | $3.54 億 |
| 2023 年第 3 季 | 134 | $3.18 億 |
| 2023 年第 2 季 | 140 | $3.34 億 |
| 2023 年第 1 季 | 138 | $3.31 億 |
| 2022 年第 4 季 | 151 | $3.33 億 |
| 2022 年第 3 季 | 149 | $3.15 億 |
| 2022 年第 2 季 | 147 | $3.57 億 |
| 2022 年第 1 季 | 137 | $3.97 億 |
| 2021 年第 4 季 | 138 | $4.63 億 |
| 2021 年第 3 季 | 136 | $4.81 億 |
| 2021 年第 2 季 | 136 | $5.00 億 |
| 2021 年第 1 季 | 134 | $4.89 億 |
2021 年第 4 季持有機構
每家機構持有 BlackRock Credit Allocation Income 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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 4,886,632 | $7,354 萬 | 1.73% | −19,399−0.4% | 減碼 |
| Bank of America Corp | 4,689,575 | $7,058 萬 | 0.01% | +15,107+0.3% | 加碼 |
| Parametric Portfolio Associates LLC | 4,514,321 | $6,794 萬 | 0.03% | +64,273+1.4% | 加碼 |
| UBS Group AG | 1,313,744 | $1,977 萬 | 0.01% | +3,764+0.3% | 加碼 |
| Guggenheim Capital LLC | 1,277,445 | $1,923 萬 | 0.10% | +284,364+28.6% | 加碼 |
| Invesco Ltd. | 1,274,472 | $1,918 萬 | 0.00% | +37,165+3.0% | 加碼 |
| Morgan Stanley | 1,134,382 | $1,707 萬 | 0.00% | +108,706+10.6% | 加碼 |
| Bramshill Investments, LLC | 856,507 | $1,289 萬 | 1.26% | +44,620+5.5% | 加碼 |
| Penserra Capital Management LLC | 850,056 | $1,279 萬 | 0.27% | +11,791+1.4% | 加碼 |
| Johnson Financial Group, Inc. | 796,990 | $1,200 萬 | 0.76% | +160,260+25.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 765,039 | $1,151 萬 | 0.01% | +765,039 | 新進 |
| Wells Fargo & Company | 751,078 | $1,130 萬 | 0.00% | −1,426,354−65.5% | 減碼 |
| Raymond James & Associates | 707,128 | $1,064 萬 | 0.01% | +5,643+0.8% | 加碼 |
| Royal Bank of Canada | 634,093 | $954.3 萬 | 0.00% | +15,897+2.6% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 468,005 | $704.3 萬 | 0.01% | +13,981+3.1% | 加碼 |
| LPL Financial LLC | 400,408 | $602.6 萬 | 0.01% | +23,739+6.3% | 加碼 |
| Edgemoor Investment Advisors, Inc. | 383,013 | $576.4 萬 | 0.59% | −707−0.2% | 減碼 |
| Cohen & Steers, Inc. | 381,022 | $573.4 萬 | 0.01% | −124,422−24.6% | 減碼 |
| Sowell Financial Services LLC | 336,388 | $509.1 萬 | 0.29% | −63,360−15.8% | 減碼 |
| Northwestern Mutual Wealth Management Co | 234,121 | $352.3 萬 | 0.01% | +20,971+9.8% | 加碼 |
| Thrivent Financial for Lutherans | 230,856 | $347.4 萬 | 0.01% | +18,499+8.7% | 加碼 |
| Advisors Asset Management, Inc. | 201,692 | $303.5 萬 | 0.04% | −8,562−4.1% | 減碼 |
| Ibex Wealth Advisors | 201,633 | $303.5 萬 | 0.54% | −31,120−13.4% | 減碼 |
| Lehman & Derafelo Financial Resources LLC | 194,819 | $293.2 萬 | 0.89% | −1,021−0.5% | 減碼 |
| Lido Advisors, LLC | 184,894 | $278.2 萬 | 0.05% | +17,625+10.5% | 加碼 |
| Advisor Group Holdings, Inc. | 166,539 | $250.6 萬 | 0.00% | +7,360+4.6% | 加碼 |
| Stifel Financial Corp | 147,816 | $222.5 萬 | 0.00% | −3,183−2.1% | 減碼 |
| Jefferies Group LLC | 146,606 | $220.6 萬 | 0.04% | +6,555+4.7% | 加碼 |
| Rockefeller Capital Management L.P. | 138,414 | $208.2 萬 | 0.01% | −4,800−3.4% | 減碼 |
| Evergreen Capital Management LLC | 132,432 | $199.3 萬 | 0.08% | −750−0.6% | 減碼 |
| ProVise Management Group, LLC | 124,409 | $187.2 萬 | 0.17% | +3,661+3.0% | 加碼 |
| Capital Investment Advisors, LLC | 110,977 | $167.0 萬 | 0.05% | −11,186−9.2% | 減碼 |
| Fiera Capital Corp | 93,999 | $141.5 萬 | 0.00% | +2,515+2.7% | 加碼 |
| Chicago Partners Investment Group LLC | 107,670 | $138.9 萬 | 0.10% | +6,701+6.6% | 加碼 |
| Ameriprise Financial Inc | 89,810 | $135.2 萬 | 0.00% | +7,263+8.8% | 加碼 |
| Transcend Wealth Collective, LLC | 88,708 | $133.5 萬 | 0.12% | +101+0.1% | 加碼 |
| Waterfront Wealth Inc. | 79,673 | $119.9 萬 | 0.47% | +16,865+26.9% | 加碼 |
| Ellis Investment Partners, LLC | 71,225 | $107.1 萬 | 0.25% | +4,361+6.5% | 加碼 |
| Shulman DeMeo Asset Management LLC | 63,225 | $95.2 萬 | 0.25% | −136−0.2% | 減碼 |
| Peapack Gladstone Financial Corp | 59,431 | $89.4 萬 | 0.02% | +75+0.1% | 加碼 |
| Stolper Co | 58,347 | $87.8 萬 | 0.39% | +3,708+6.8% | 加碼 |
| Stephens Inc | 56,034 | $84.3 萬 | 0.01% | −3,743−6.3% | 減碼 |
| Wela Strategies, Inc. | 55,838 | $84.0 萬 | 0.42% | +48+0.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 55,455 | $83.5 萬 | 0.00% | +1,939+3.6% | 加碼 |
| Wedbush Securities Inc | 50,112 | $75.4 萬 | 0.03% | +3,708+8.0% | 加碼 |
| Nwam LLC | 47,773 | $71.9 萬 | 0.06% | −100,675−67.8% | 減碼 |
| Uncommon Cents Investing LLC | 44,995 | $67.7 萬 | 0.25% | −1,875−4.0% | 減碼 |
| Horizon Kinetics Asset Management LLC | 44,576 | $67.1 萬 | 0.01% | 00.0% | 不變 |
| Baird Financial Group, Inc. | 39,200 | $59.0 萬 | 0.00% | +20,300+107.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 38,556 | $58.0 萬 | 0.00% | −208−0.5% | 減碼 |
| Mirador Capital Partners LP | 37,564 | $56.5 萬 | 0.12% | −2,728−6.8% | 減碼 |
| Truist Financial Corp | 37,337 | $56.2 萬 | 0.00% | +3,070+9.0% | 加碼 |
| Poehling Capital Management, LLC | 36,600 | $55.1 萬 | 0.18% | 00.0% | 不變 |
| Glassy Mountain Advisors, Inc. | 35,350 | $53.2 萬 | 0.27% | +35,350 | 新進 |
| Commonwealth Equity Services, LLC | 34,900 | $52.5 萬 | 0.00% | −2,334−6.3% | 減碼 |
| Park Avenue Securities LLC | 30,560 | $46.0 萬 | 0.01% | +84+0.3% | 加碼 |
| Oxbow Advisors, LLC | 30,119 | $45.3 萬 | 0.04% | −250−0.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 28,532 | $42.9 萬 | 0.01% | +3,100+12.2% | 加碼 |
| Private Advisor Group, LLC | 28,432 | $42.8 萬 | 0.00% | +100+0.4% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 27,592 | $41.5 萬 | 0.08% | +424+1.6% | 加碼 |
| SMH Capital Advisors Inc | 26,325 | $39.6 萬 | 0.78% | +635+2.5% | 加碼 |
| Bank of New York Mellon Corp | 24,451 | $36.8 萬 | 0.00% | +24,451 | 新進 |
| E&G Advisors, LP | 24,400 | $36.7 萬 | 0.09% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 23,225 | $35.0 萬 | 0.08% | +2,215+10.5% | 加碼 |
| We Are One Seven, LLC | 22,797 | $34.3 萬 | 0.04% | −137−0.6% | 減碼 |
| Paradigm Financial Partners, LLC | 22,143 | $33.3 萬 | 0.07% | +22,143 | 新進 |
| GWM Advisors LLC | 21,434 | $32.3 萬 | 0.00% | +21,434 | 新進 |
| Valley Brook Capital Group | 20,805 | $31.3 萬 | 0.27% | −524−2.5% | 減碼 |
| Lazard Asset Management LLC | – | $30.8 萬 | 0.00% | – | – |
| Sound View Wealth Advisors Group, LLC | 19,995 | $30.1 萬 | 0.06% | −280−1.4% | 減碼 |
| Sigma Planning Corp | 19,446 | $29.3 萬 | 0.01% | +2,171+12.6% | 加碼 |
| HighTower Advisors, LLC | 18,734 | $28.2 萬 | 0.00% | +568+3.1% | 加碼 |
| Advisory Services Network, LLC | 18,206 | $27.4 萬 | 0.01% | −1,075−5.6% | 減碼 |
| Cetera Investment Advisers | 18,230 | $27.4 萬 | 0.00% | +30.0% | 加碼 |
| Doliver Advisors, LP | 19,386 | $26.3 萬 | 0.08% | +19,386 | 新進 |
| TCG Advisory Services, LLC | 17,275 | $26.0 萬 | 0.06% | +45+0.3% | 加碼 |
| WealthShield Partners, LLC | 16,546 | $24.9 萬 | 0.04% | +16,546 | 新進 |
| RB Capital Management, LLC | 15,821 | $23.8 萬 | 0.07% | +270+1.7% | 加碼 |
| 180 Wealth Advisors, LLC | 16,952 | $23.6 萬 | 0.05% | +1,840+12.2% | 加碼 |
| Investors Asset Management of Georgia Inc | 15,500 | $23.3 萬 | 0.11% | 00.0% | 不變 |
| Clean Yield Group | 15,000 | $22.6 萬 | 0.08% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 15,611 | $22.4 萬 | 0.06% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 14,886 | $22.4 萬 | 0.14% | +122+0.8% | 加碼 |
| Capital Investment Advisory Services, LLC | 14,740 | $22.2 萬 | 0.03% | +14,740 | 新進 |
| Whitener Capital Management, Inc. | 14,700 | $22.1 萬 | 0.08% | −54,121−78.6% | 減碼 |
| Oak Family Advisors, LLC | 14,429 | $21.7 萬 | 0.10% | 00.0% | 不變 |
| Huntington National Bank | – | $21.1 萬 | 0.00% | – | – |
| Laurel Wealth Advisors, Inc. | 13,867 | $20.9 萬 | 0.02% | +147+1.1% | 加碼 |
| American Portfolios Advisors | 13,403 | $20.2 萬 | 0.01% | +9,044+207.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 13,230 | $19.9 萬 | 0.08% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 12,398 | $18.7 萬 | 0.00% | +2,200+21.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 12,113 | $18.2 萬 | 0.01% | +180+1.5% | 加碼 |
| Creative Planning | 10,852 | $16.3 萬 | 0.00% | +10,852 | 新進 |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $15.2 萬 | 0.05% | 00.0% | 不變 |
| Cooper Financial Group | 10,000 | $15.1 萬 | 0.06% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 5,755 | $8.70 萬 | 0.02% | 00.0% | 不變 |
| Cascade Investment Advisors, Inc. | 5,493 | $8.27 萬 | 0.05% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 5,000 | $7.40 萬 | 0.06% | +5,000 | 新進 |
| Harbour Investments, Inc. | 4,263 | $6.40 萬 | 0.00% | −993−18.9% | 減碼 |
| US Bancorp | 4,103 | $6.20 萬 | 0.00% | 00.0% | 不變 |