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 4 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2023/12/31 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
- 150
- 較 2023 年第 3 季 +17 家
- 持有股數
- 3,429 萬
- 較 2023 年第 3 季 +147.5 萬 (+4.5%)
- 總市值
- $3.54 億
- 較 2023 年第 3 季 +$3,575 萬 (+11.2%)
- 新進機構
- 32
- 另有 45 家加碼
- 清倉機構
- 15
- 另有 37 家減碼
另有 1 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $21 | 0.00% | – | – |
| Cape Investment Advisory, Inc. | 172 | $1,775 | 0.00% | +172 | 新進 |
| Wolff Wiese Magana LLC | 200 | $2,064 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 206 | $2,188 | 0.00% | +107+108.1% | 加碼 |
| Tortoise Investment Management, LLC | 212 | $2,189 | 0.00% | +5+2.4% | 加碼 |
| Sanctuary Wealth Management, L.L.C. | 281 | $2,900 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 283 | $3,008 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 300 | $3,096 | 0.00% | 00.0% | 不變 |
| Rockbridge Investment Management, LCC | 316 | $3,262 | 0.00% | +316 | 新進 |
| Truvestments Capital LLC | 409 | $4,221 | 0.00% | +409 | 新進 |
| Geneos Wealth Management Inc. | 414 | $4,272 | 0.00% | +240+137.9% | 加碼 |
| Fortis Group Advisors, LLC | 500 | $5,160 | 0.00% | +250+100.0% | 加碼 |
| Private Trust Co NA | 744 | $7,678 | 0.00% | +744 | 新進 |
| Pacifica Partners Inc. | 956 | $9,801 | 0.00% | +16+1.7% | 加碼 |
| NBC Securities, Inc. | 1,000 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 1,000 | $1.03 萬 | 0.00% | 00.0% | 不變 |
| Baystate Wealth Management LLC | 1,016 | $1.05 萬 | 0.00% | +1,016 | 新進 |
| North Star Investment Management Corp. | 1,233 | $1.27 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,317 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,362 | $1.40 萬 | 0.00% | +1,362 | 新進 |
| Webster Bank, N. A. | 1,378 | $1.42 萬 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 1,649 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| First PREMIER Bank | 1,700 | $1.80 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 1,908 | $1.97 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 2,250 | $2.32 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 2,423 | $2.50 萬 | 0.00% | −223−8.4% | 減碼 |
| Advisory Services Network, LLC | 2,648 | $2.73 萬 | 0.00% | +2,648 | 新進 |
| McGlone Suttner Wealth Management, Inc. | 2,941 | $3.04 萬 | 0.01% | +2,941 | 新進 |
| Citigroup Inc | 3,382 | $3.49 萬 | 0.00% | +179+5.6% | 加碼 |
| Mercer Global Advisors Inc | 36,072 | $3.60 萬 | 0.00% | +36,072 | 新進 |
| Bramshill Investments, LLC | 4,788 | $4.94 萬 | 0.00% | −201,411−97.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 5,380 | $5.58 萬 | 0.00% | 00.0% | 不變 |
| Bartlett & Co. LLC | 5,380 | $5.60 萬 | 0.00% | 00.0% | 不變 |
| Parallel Advisors, LLC | 5,500 | $5.68 萬 | 0.00% | +5,500 | 新進 |
| Steward Partners Investment Advisory, LLC | 6,054 | $6.25 萬 | 0.00% | −49,357−89.1% | 減碼 |
| Lokken Investment Group LLC | 10,297 | $10.6 萬 | 0.06% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 10,431 | $10.8 萬 | 0.00% | +10,431 | 新進 |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $11.2 萬 | 0.03% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 11,000 | $11.4 萬 | 0.03% | +11,000 | 新進 |
| Integrated Wealth Concepts LLC | 11,071 | $11.4 萬 | 0.00% | −2,707−19.6% | 減碼 |
| Jane Street Group, LLC | 11,823 | $12.2 萬 | 0.00% | +11,823 | 新進 |
| Oak Family Advisors, LLC | 11,929 | $12.3 萬 | 0.05% | −1,000−7.7% | 減碼 |
| Investment Partners Asset Management, Inc. | 12,073 | $12.5 萬 | 0.12% | +12,073 | 新進 |
| Family Management Corp | 12,119 | $12.5 萬 | 0.03% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 12,293 | $12.7 萬 | 0.01% | +272+2.3% | 加碼 |
| Operose Advisors LLC | 12,500 | $12.9 萬 | 0.05% | +12,500 | 新進 |
| Ieq Capital, LLC | 13,050 | $13.5 萬 | 0.00% | −3,330−20.3% | 減碼 |
| Melfa Wealth Management, LLC | 13,176 | $13.6 萬 | 0.13% | +74+0.6% | 加碼 |
| Crescent Grove Advisors, LLC | 13,500 | $13.9 萬 | 0.02% | 00.0% | 不變 |
| Wealth Enhancement Advisory Services, LLC | 13,674 | $14.1 萬 | 0.00% | +13,674 | 新進 |
| Cutter & CO Brokerage, Inc. | 13,813 | $14.3 萬 | 0.04% | +170+1.2% | 加碼 |
| CTC Alternative Strategies, Ltd. | 14,380 | $14.8 萬 | 0.31% | +14,380 | 新進 |
| Shaker Financial Services, LLC | 14,500 | $15.0 萬 | 0.06% | +4,085+39.2% | 加碼 |
| First Foundation Advisors | 14,615 | $15.1 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 14,951 | $15.5 萬 | 0.00% | +14,951 | 新進 |
| Sound View Wealth Advisors Group, LLC | 15,100 | $15.6 萬 | 0.02% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 14,684 | $15.6 萬 | 0.03% | 00.0% | 不變 |
| We Are One Seven, LLC | 15,198 | $15.7 萬 | 0.01% | +573+3.9% | 加碼 |
| Investors Asset Management of Georgia Inc | 16,000 | $16.5 萬 | 0.08% | +2,500+18.5% | 加碼 |
| Elequin Capital LP | 16,184 | $16.7 萬 | 0.05% | +9,349+136.8% | 加碼 |
| E&G Advisors, LP | 16,992 | $17.5 萬 | 0.06% | −4,200−19.8% | 減碼 |
| Future Financial Wealth Managment LLC | 17,000 | $17.5 萬 | 0.17% | +17,000 | 新進 |
| Dakota Wealth Management | 17,206 | $17.8 萬 | 0.01% | 00.0% | 不變 |
| Valley Brook Capital Group | 17,305 | $17.9 萬 | 0.16% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 19,026 | $19.6 萬 | 0.03% | +19,026 | 新進 |
| Janney Montgomery Scott LLC | 19,208 | $19.8 萬 | 0.00% | −1,400−6.8% | 減碼 |
| Oppenheimer & Co Inc | 19,839 | $20.5 萬 | 0.00% | −1,918−8.8% | 減碼 |
| Wedbush Securities Inc | 20,030 | $20.7 萬 | 0.01% | −2,309−10.3% | 減碼 |
| Park Avenue Securities LLC | 20,154 | $20.8 萬 | 0.00% | −7,154−26.2% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 20,289 | $20.9 萬 | 0.03% | +675+3.4% | 加碼 |
| Concurrent Investment Advisors, LLC | 20,359 | $21.0 萬 | 0.01% | +20,359 | 新進 |
| Stonebrook Private Inc. | 21,334 | $22.0 萬 | 0.07% | +21,334 | 新進 |
| 9258 Wealth Management, LLC | 21,476 | $22.2 萬 | 0.04% | +816+3.9% | 加碼 |
| ProVise Management Group, LLC | 21,640 | $22.3 萬 | 0.02% | −2,080−8.8% | 減碼 |
| 180 Wealth Advisors, LLC | 21,625 | $22.4 萬 | 0.04% | 00.0% | 不變 |
| SMH Capital Advisors Inc | 23,556 | $24.3 萬 | 0.53% | −188−0.8% | 減碼 |
| Private Advisor Group, LLC | 25,254 | $26.1 萬 | 0.00% | −126−0.5% | 減碼 |
| International Assets Investment Management, LLC | 25,742 | $26.6 萬 | 0.03% | −2,407−8.6% | 減碼 |
| MML Investors Services, LLC | 26,411 | $27.3 萬 | 0.00% | −1,336−4.8% | 減碼 |
| Nomura Holdings Inc | 26,458 | $27.3 萬 | 0.00% | +26,458 | 新進 |
| Semus Wealth Partners LLC | 27,577 | $28.5 萬 | 0.23% | −4,808−14.8% | 減碼 |
| Stifel Financial Corp | 28,855 | $29.8 萬 | 0.00% | −2,470−7.9% | 減碼 |
| Nwam LLC | 29,617 | $30.6 萬 | 0.02% | 00.0% | 不變 |
| Truist Financial Corp | 29,956 | $30.9 萬 | 0.00% | +30.0% | 加碼 |
| Mariner, LLC | 30,004 | $31.0 萬 | 0.00% | +908+3.1% | 加碼 |
| Commonwealth Equity Services, LLC | 30,570 | $31.5 萬 | 0.00% | +392+1.3% | 加碼 |
| Accuvest Global Advisors | 31,830 | $32.8 萬 | 0.35% | +31,830 | 新進 |
| The PNC Financial Services Group, Inc. | 32,029 | $33.1 萬 | 0.00% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 33,113 | $34.2 萬 | 0.15% | 00.0% | 不變 |
| Stephens Inc | 33,580 | $34.7 萬 | 0.01% | −6,980−17.2% | 減碼 |
| GWM Advisors LLC | 34,300 | $36.1 萬 | 0.00% | +9,550+38.6% | 加碼 |
| Peapack Gladstone Financial Corp | 37,314 | $38.5 萬 | 0.01% | −7,670−17.1% | 減碼 |
| WealthShield Partners, LLC | 40,580 | $41.9 萬 | 0.07% | +40,580 | 新進 |
| Horizon Kinetics Asset Management LLC | 40,634 | $41.9 萬 | 0.01% | 00.0% | 不變 |
| Almitas Capital LLC | 42,622 | $44.0 萬 | 0.15% | +42,622 | 新進 |
| Pin Oak Investment Advisors Inc | 42,978 | $44.4 萬 | 0.45% | +8,925+26.2% | 加碼 |
| Vivaldi Capital Management, LLC | 41,489 | $44.6 萬 | 0.13% | +41,489 | 新進 |
| Uncommon Cents Investing LLC | 50,038 | $51.6 萬 | 0.17% | +95+0.2% | 加碼 |
| Riverbridge Partners LLC | 51,016 | $52.6 萬 | 0.01% | +34,712+212.9% | 加碼 |
| Flow State Investments, L.P. | 53,275 | $55.0 萬 | 0.19% | +53,275 | 新進 |