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。
2022 年第 4 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2022/12/31 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
- 151
- 較 2022 年第 3 季 +5 家
- 持有股數
- 3,291 萬
- 較 2022 年第 3 季 −6.11 萬 (−0.2%)
- 總市值
- $3.33 億
- 較 2022 年第 3 季 +$1,771 萬 (+5.6%)
- 新進機構
- 25
- 另有 36 家加碼
- 清倉機構
- 20
- 另有 48 家減碼
另有 3 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $20 | 0.00% | – | – |
| Private Advisor Group, LLC | 30,171 | $305 | 0.00% | +26+0.1% | 加碼 |
| Global Retirement Partners, LLC | 99 | $1,000 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 134 | $1,353 | 0.00% | +134 | 新進 |
| Cornerstone Management, Inc. | 180 | $1,818 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 200 | $2,020 | 0.00% | 00.0% | 不變 |
| Lansing Street Advisors | 200 | $2,020 | 0.00% | +200 | 新進 |
| Sound Income Strategies, LLC | 224 | $2,262 | 0.00% | 00.0% | 不變 |
| Savior LLC | 230 | $2,323 | 0.00% | 00.0% | 不變 |
| Sanctuary Wealth Management, L.L.C. | 281 | $2,838 | 0.00% | +281 | 新進 |
| Accurate Wealth Management, LLC | 282 | $2,966 | 0.00% | +282 | 新進 |
| Spire Wealth Management | 283 | $3,000 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 300 | $3,030 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 312 | $3,151 | 0.00% | 00.0% | 不變 |
| Godsey & Gibb Associates | 400 | $4,040 | 0.00% | +400 | 新進 |
| Cambridge Trust Co | 500 | $5,000 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 483 | $5,000 | 0.01% | 00.0% | 不變 |
| Central Trust Co | 750 | $7,575 | 0.00% | 00.0% | 不變 |
| Rise Advisors, LLC | 759 | $7,667 | 0.01% | +18+2.4% | 加碼 |
| Beacon Capital Management, LLC | 762 | $7,696 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 874 | $8,785 | 0.01% | +28+3.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 963 | $9,726 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 1,019 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 1,000 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 1,019 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,086 | $1.10 萬 | 0.00% | +1,086 | 新進 |
| Advisory Services Network, LLC | 1,148 | $1.16 萬 | 0.00% | −15,500−93.1% | 減碼 |
| North Star Investment Management Corp. | 1,233 | $1.25 萬 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,378 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 1,464 | $1.48 萬 | 0.01% | 00.0% | 不變 |
| United Community Bank | 1,500 | $1.51 萬 | 0.01% | +1,500 | 新進 |
| SJS Investment Consulting Inc. | 1,649 | $1.67 萬 | 0.00% | +28+1.7% | 加碼 |
| Eukles Asset Management | 1,661 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| First PREMIER Bank | 1,700 | $1.70 萬 | 0.01% | 00.0% | 不變 |
| High Net Worth Advisory Group LLC | 2,000 | $2.02 萬 | 0.01% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 2,240 | $2.30 萬 | 0.02% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 2,750 | $2.78 萬 | 0.00% | +2,750 | 新進 |
| Citigroup Inc | 2,801 | $2.83 萬 | 0.00% | +219+8.5% | 加碼 |
| Money Concepts Capital Corp | 3,525 | $3.56 萬 | 0.00% | +3,525 | 新進 |
| Harbour Investments, Inc. | 3,827 | $3.87 萬 | 0.00% | −200−5.0% | 減碼 |
| US Bancorp | 4,103 | $4.14 萬 | 0.00% | 00.0% | 不變 |
| Clean Yield Group | 8,000 | $8.08 萬 | 0.03% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 10,000 | $10.1 萬 | 0.06% | 00.0% | 不變 |
| RB Capital Management, LLC | 10,129 | $10.2 萬 | 0.04% | −2,696−21.0% | 減碼 |
| Lokken Investment Group LLC | 10,297 | $10.4 萬 | 0.08% | 00.0% | 不變 |
| IFP Advisors, Inc | 8,521 | $10.6 萬 | 0.00% | −26−0.3% | 減碼 |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $11.0 萬 | 0.04% | 00.0% | 不變 |
| Lazard Asset Management LLC | – | $11.1 萬 | 0.00% | – | – |
| Axxcess Wealth Management, LLC | 11,412 | $11.5 萬 | 0.01% | +11,412 | 新進 |
| Virtu Financial LLC | 12,564 | $12.7 萬 | 0.02% | +12,564 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 12,708 | $12.8 萬 | 0.06% | −2,552−16.7% | 減碼 |
| Capital Investment Advisory Services, LLC | 12,755 | $12.9 萬 | 0.02% | −13,580−51.6% | 減碼 |
| Old National Bancorp | 12,808 | $12.9 萬 | 0.00% | +12,808 | 新進 |
| Melfa Wealth Management, LLC | 12,900 | $13.0 萬 | 0.14% | +12,900 | 新進 |
| Ameritas Advisory Services, LLC | 13,427 | $13.6 萬 | 0.01% | +13,427 | 新進 |
| Investors Asset Management of Georgia Inc | 13,500 | $13.6 萬 | 0.07% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 13,770 | $13.9 萬 | 0.00% | +13,770 | 新進 |
| Cetera Investment Advisers | 13,881 | $14.0 萬 | 0.00% | +3,360+31.9% | 加碼 |
| Cutter & CO Brokerage, Inc. | 14,023 | $14.2 萬 | 0.05% | +341+2.5% | 加碼 |
| UMA Financial Services, Inc. | 12,839 | $14.2 萬 | 0.04% | 00.0% | 不變 |
| We Are One Seven, LLC | 14,317 | $14.5 萬 | 0.01% | −9,938−41.0% | 減碼 |
| Oak Family Advisors, LLC | 14,429 | $14.6 萬 | 0.08% | 00.0% | 不變 |
| First Foundation Advisors | 14,615 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 15,100 | $15.6 萬 | 0.02% | −4,000−20.9% | 減碼 |
| TCG Advisory Services, LLC | 15,949 | $16.1 萬 | 0.06% | −1,079−6.3% | 減碼 |
| Dakota Wealth Management | 17,806 | $18.0 萬 | 0.01% | +17,806 | 新進 |
| Valley Brook Capital Group | 18,155 | $18.3 萬 | 0.18% | 00.0% | 不變 |
| Sigma Planning Corp | 18,466 | $18.7 萬 | 0.01% | −242−1.3% | 減碼 |
| Janney Montgomery Scott LLC | 18,613 | $18.8 萬 | 0.00% | +1,930+11.6% | 加碼 |
| Captrust Financial Advisors | 19,295 | $19.5 萬 | 0.00% | +19,295 | 新進 |
| Relative Value Partners Group, LLC | 19,327 | $19.5 萬 | 0.01% | −54,385−73.8% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 21,134 | $21.3 萬 | 0.04% | −7,429−26.0% | 減碼 |
| E&G Advisors, LP | 21,192 | $21.4 萬 | 0.08% | −2,900−12.0% | 減碼 |
| Glassy Mountain Advisors, Inc. | 21,400 | $21.6 萬 | 0.12% | +21,400 | 新進 |
| Kestra Advisory Services, LLC | 21,666 | $21.9 萬 | 0.00% | +9,607+79.7% | 加碼 |
| Creative Planning | 21,746 | $22.0 萬 | 0.00% | +21,746 | 新進 |
| Kestra Private Wealth Services, LLC | 22,199 | $22.4 萬 | 0.01% | +10,004+82.0% | 加碼 |
| 9258 Wealth Management, LLC | 22,490 | $22.7 萬 | 0.05% | −2,475−9.9% | 減碼 |
| 180 Wealth Advisors, LLC | 21,544 | $24.0 萬 | 0.06% | +42+0.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 24,408 | $24.7 萬 | 0.00% | −2,250−8.4% | 減碼 |
| Mackay Shields LLC | 24,596 | $24.8 萬 | 0.01% | 00.0% | 不變 |
| ProVise Management Group, LLC | 25,944 | $26.2 萬 | 0.03% | −16,897−39.4% | 減碼 |
| International Assets Investment Management, LLC | 26,948 | $27.2 萬 | 0.03% | +14,663+119.4% | 加碼 |
| Mirador Capital Partners LP | 27,212 | $27.5 萬 | 0.07% | −1,063−3.8% | 減碼 |
| Wedbush Securities Inc | 28,299 | $28.6 萬 | 0.02% | −880−3.0% | 減碼 |
| Mariner, LLC | 28,655 | $28.9 萬 | 0.00% | −3,193−10.0% | 減碼 |
| MML Investors Services, LLC | 28,711 | $29.0 萬 | 0.00% | +3,644+14.5% | 加碼 |
| Shaker Financial Services, LLC | 29,040 | $29.3 萬 | 0.14% | +6,161+26.9% | 加碼 |
| Transform Wealth, LLC | 29,300 | $29.6 萬 | 0.03% | +29,300 | 新進 |
| Park Avenue Securities LLC | 31,301 | $31.6 萬 | 0.01% | −2,526−7.5% | 減碼 |
| Advisors Asset Management, Inc. | 31,591 | $31.9 萬 | 0.01% | −55,822−63.9% | 減碼 |
| Truist Financial Corp | 31,611 | $31.9 萬 | 0.00% | −9,849−23.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 32,029 | $32.3 萬 | 0.00% | 00.0% | 不變 |
| Weiss Asset Management LP | 34,847 | $35.2 萬 | 0.02% | +34,847 | 新進 |
| GWM Advisors LLC | 35,490 | $35.8 萬 | 0.01% | +2,640+8.0% | 加碼 |
| Nwam LLC | 36,476 | $36.8 萬 | 0.03% | +3,058+9.2% | 加碼 |
| SMH Capital Advisors Inc | 36,710 | $37.1 萬 | 0.54% | −287−0.8% | 減碼 |
| Semus Wealth Partners LLC | 37,442 | $37.8 萬 | 0.46% | +37,442 | 新進 |
| Spinnaker Investment Group, LLC | 37,640 | $38.0 萬 | 0.14% | +2,640+7.5% | 加碼 |
| Stifel Financial Corp | 40,900 | $41.3 萬 | 0.00% | +1,655+4.2% | 加碼 |