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。
2023 年第 2 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2023/6/30 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
- 140
- 較 2023 年第 1 季 +2 家
- 持有股數
- 3,271 萬
- 較 2023 年第 1 季 +56.6 萬 (+1.8%)
- 總市值
- $3.34 億
- 較 2023 年第 1 季 +$270.7 萬 (+0.8%)
- 新進機構
- 19
- 另有 39 家加碼
- 清倉機構
- 17
- 另有 44 家減碼
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 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| FMR LLC | 1 | $10 | 0.00% | +1 | 新進 |
| Huntington National Bank | – | $20 | 0.00% | – | – |
| Global Retirement Partners, LLC | 99 | $1,005 | 0.00% | 00.0% | 不變 |
| Hollencrest Capital Management | 134 | $1,360 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 174 | $1,766 | 0.00% | −138−44.2% | 減碼 |
| Wolff Wiese Magana LLC | 200 | $2,030 | 0.00% | 00.0% | 不變 |
| Lansing Street Advisors | 202 | $2,047 | 0.00% | +2+1.0% | 加碼 |
| Tortoise Investment Management, LLC | 202 | $2,047 | 0.00% | +202 | 新進 |
| Sound Income Strategies, LLC | 224 | $2,274 | 0.00% | 00.0% | 不變 |
| Savior LLC | 230 | $2,335 | 0.01% | 00.0% | 不變 |
| Sanctuary Wealth Management, L.L.C. | 281 | $2,852 | 0.00% | +281 | 新進 |
| Spire Wealth Management | 283 | $2,872 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 300 | $3,045 | 0.00% | 00.0% | 不變 |
| Godsey & Gibb Associates | 400 | $4,060 | 0.00% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 483 | $5,000 | 0.01% | 00.0% | 不變 |
| Gradient Investments LLC | 644 | $6,537 | 0.00% | +644 | 新進 |
| Central Trust Co | 750 | $7,613 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 917 | $9,306 | 0.01% | +22+2.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 963 | $9,774 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 1,000 | $1.01 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,233 | $1.25 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,317 | $1.34 萬 | 0.00% | −1,830−58.2% | 減碼 |
| Webster Bank, N. A. | 1,378 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 1,464 | $1.49 萬 | 0.01% | 00.0% | 不變 |
| PCA Investment Advisory Services Inc. | 1,523 | $1.55 萬 | 0.01% | +1,523 | 新進 |
| SJS Investment Consulting Inc. | 1,649 | $1.67 萬 | 0.00% | 00.0% | 不變 |
| Eukles Asset Management | 1,661 | $1.69 萬 | 0.01% | 00.0% | 不變 |
| First PREMIER Bank | 1,700 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Delta Asset Management LLC | 2,000 | $2.03 萬 | 0.00% | +2,000 | 新進 |
| Eagle Bay Advisors LLC | 2,000 | $2.03 萬 | 0.01% | +2,000 | 新進 |
| GPS Wealth Strategies Group, LLC | 2,250 | $2.28 萬 | 0.00% | −2,250−50.0% | 減碼 |
| US Bancorp | 2,457 | $2.49 萬 | 0.00% | −549−18.3% | 減碼 |
| Citigroup Inc | 3,092 | $3.14 萬 | 0.00% | +231+8.1% | 加碼 |
| Cullen/Frost Bankers, Inc. | 3,767 | $3.82 萬 | 0.00% | +3,767 | 新進 |
| Bartlett & Co. Wealth Management LLC | 5,019 | $5.09 萬 | 0.00% | +4,000+392.5% | 加碼 |
| Bartlett & Co. LLC | 5,019 | $5.10 萬 | 0.00% | +4,000+392.5% | 加碼 |
| Clean Yield Group | 7,000 | $7.11 萬 | 0.03% | 00.0% | 不變 |
| First Wilshire Securities Management Inc | 10,272 | $10.4 萬 | 0.04% | +10,272 | 新進 |
| Lokken Investment Group LLC | 10,297 | $10.5 萬 | 0.07% | 00.0% | 不變 |
| Creative Planning | 10,336 | $10.5 萬 | 0.00% | +10,336 | 新進 |
| Shaker Financial Services, LLC | 10,415 | $10.6 萬 | 0.05% | +10,415 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 10,709 | $10.9 萬 | 0.05% | +156+1.5% | 加碼 |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $11.1 萬 | 0.03% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 11,760 | $11.9 萬 | 0.00% | −54,544−82.3% | 減碼 |
| TCG Advisory Services, LLC | 12,013 | $12.2 萬 | 0.02% | −2,319−16.2% | 減碼 |
| Kestra Advisory Services, LLC | 12,078 | $12.3 萬 | 0.00% | +1,086+9.9% | 加碼 |
| Family Management Corp | 12,119 | $12.3 萬 | 0.03% | −6,422−34.6% | 減碼 |
| Melfa Wealth Management, LLC | 13,031 | $13.2 萬 | 0.13% | +68+0.5% | 加碼 |
| Cutter & CO Brokerage, Inc. | 13,480 | $13.7 萬 | 0.04% | −820−5.7% | 減碼 |
| Investors Asset Management of Georgia Inc | 13,500 | $13.7 萬 | 0.07% | 00.0% | 不變 |
| We Are One Seven, LLC | 13,680 | $13.9 萬 | 0.01% | −359−2.6% | 減碼 |
| Integrated Wealth Concepts LLC | 13,773 | $14.0 萬 | 0.00% | +30.0% | 加碼 |
| Oak Family Advisors, LLC | 14,429 | $14.6 萬 | 0.07% | 00.0% | 不變 |
| Cetera Investment Advisers | 14,554 | $14.8 萬 | 0.00% | +704+5.1% | 加碼 |
| First Foundation Advisors | 14,615 | $14.8 萬 | 0.01% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 14,684 | $14.9 萬 | 0.04% | +1,845+14.4% | 加碼 |
| Mirador Capital Partners LP | 14,824 | $15.0 萬 | 0.04% | −10,989−42.6% | 減碼 |
| Janney Montgomery Scott LLC | 16,680 | $16.9 萬 | 0.00% | +16,680 | 新進 |
| Sound View Wealth Advisors Group, LLC | 17,100 | $17.4 萬 | 0.02% | −3,000−14.9% | 減碼 |
| Valley Brook Capital Group | 17,305 | $17.6 萬 | 0.16% | 00.0% | 不變 |
| Dakota Wealth Management | 17,806 | $18.1 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 18,405 | $18.7 萬 | 0.03% | −1,759−8.7% | 減碼 |
| Kestra Private Wealth Services, LLC | 20,112 | $20.4 萬 | 0.01% | +460+2.3% | 加碼 |
| 9258 Wealth Management, LLC | 21,185 | $21.5 萬 | 0.04% | 00.0% | 不變 |
| E&G Advisors, LP | 21,192 | $21.5 萬 | 0.08% | 00.0% | 不變 |
| Wedbush Securities Inc | 21,980 | $22.3 萬 | 0.01% | −649−2.9% | 減碼 |
| Crescent Grove Advisors, LLC | 22,500 | $22.8 萬 | 0.02% | +22,500 | 新進 |
| Oppenheimer & Co Inc | 23,329 | $23.7 萬 | 0.00% | +23,329 | 新進 |
| 180 Wealth Advisors, LLC | 23,796 | $24.2 萬 | 0.05% | +2,211+10.2% | 加碼 |
| Mackay Shields LLC | 24,340 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| ProVise Management Group, LLC | 24,828 | $25.2 萬 | 0.02% | −133−0.5% | 減碼 |
| Private Advisor Group, LLC | 25,237 | $25.6 萬 | 0.00% | −5,014−16.6% | 減碼 |
| Park Avenue Securities LLC | 26,186 | $26.6 萬 | 0.00% | +80.0% | 加碼 |
| MML Investors Services, LLC | 26,777 | $27.2 萬 | 0.00% | +26,777 | 新進 |
| Mariner, LLC | 27,452 | $27.9 萬 | 0.00% | −1,171−4.1% | 減碼 |
| International Assets Investment Management, LLC | 28,949 | $29.4 萬 | 0.04% | +6,321+27.9% | 加碼 |
| SMH Capital Advisors Inc | 30,291 | $30.7 萬 | 0.66% | −260−0.9% | 減碼 |
| Truist Financial Corp | 30,415 | $30.9 萬 | 0.00% | −100.0% | 減碼 |
| Nwam LLC | 31,046 | $31.5 萬 | 0.03% | +1,858+6.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 32,029 | $32.5 萬 | 0.00% | 00.0% | 不變 |
| Semus Wealth Partners LLC | 32,500 | $33.0 萬 | 0.30% | −3,862−10.6% | 減碼 |
| Palogic Value Management, L.P. | 33,113 | $33.6 萬 | 0.16% | −1,589−4.6% | 減碼 |
| Commonwealth Equity Services, LLC | 33,185 | $33.7 萬 | 0.00% | +874+2.7% | 加碼 |
| National Asset Management, Inc. | 36,138 | $36.7 萬 | 0.01% | +36,138 | 新進 |
| Landscape Capital Management, L.L.C. | 36,342 | $36.9 萬 | 0.05% | −6,343−14.9% | 減碼 |
| GWM Advisors LLC | 37,125 | $37.7 萬 | 0.00% | +2,000+5.7% | 加碼 |
| Claybrook Capital, LLC | 37,535 | $38.1 萬 | 0.20% | +6,470+20.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 40,649 | $41.3 萬 | 0.01% | +8,607+26.9% | 加碼 |
| Horizon Kinetics Asset Management LLC | 44,357 | $45.0 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 44,759 | $45.4 萬 | 0.00% | +44,759 | 新進 |
| Stephens Inc | 48,660 | $49.4 萬 | 0.01% | +35+0.1% | 加碼 |
| Uncommon Cents Investing LLC | 49,371 | $50.1 萬 | 0.18% | +91+0.2% | 加碼 |
| Peapack Gladstone Financial Corp | 49,574 | $50.3 萬 | 0.01% | −8,161−14.1% | 減碼 |
| Lazard Asset Management LLC | – | $50.7 萬 | 0.00% | – | – |
| Shulman DeMeo Asset Management LLC | 56,717 | $57.6 萬 | 0.17% | −295−0.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 57,096 | $58.0 萬 | 0.00% | −7,906−12.2% | 減碼 |
| Ellis Investment Partners, LLC | 60,739 | $61.6 萬 | 0.15% | −2,996−4.7% | 減碼 |
| Stolper Co | 61,652 | $62.6 萬 | 0.26% | −1,479−2.3% | 減碼 |
| Stifel Financial Corp | 66,671 | $67.7 萬 | 0.00% | +27,516+70.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 83,211 | $84.5 萬 | 0.00% | +2,691+3.3% | 加碼 |