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。
2024 年第 1 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2024/3/31 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
- 141
- 較 2023 年第 4 季 −7 家
- 持有股數
- 3,333 萬
- 較 2023 年第 4 季 −95.0 萬 (−2.8%)
- 總市值
- $3.56 億
- 較 2023 年第 4 季 +$273.6 萬 (+0.8%)
- 新進機構
- 18
- 另有 43 家加碼
- 清倉機構
- 25
- 另有 41 家減碼
另有 2 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $21 | 0.00% | – | – |
| Assetmark, Inc | 145 | $1,550 | 0.00% | +145 | 新進 |
| Wolff Wiese Magana LLC | 200 | $2,138 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 206 | $2,202 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 217 | $2,321 | 0.00% | +5+2.4% | 加碼 |
| Sanctuary Wealth Management, L.L.C. | 281 | $3,004 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 283 | $3,025 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 300 | $3,207 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 414 | $4,426 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 575 | $6,147 | 0.00% | +575 | 新進 |
| Private Trust Co NA | 744 | $7,953 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 979 | $1.04 萬 | 0.00% | +23+2.4% | 加碼 |
| Atticus Wealth Management, LLC | 1,000 | $1.07 萬 | 0.00% | 00.0% | 不變 |
| FMR LLC | 1,025 | $1.10 萬 | 0.00% | +1,025 | 新進 |
| NBC Securities, Inc. | 1,000 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| CoreCap Advisors, LLC | 1,086 | $1.16 萬 | 0.00% | +1,086 | 新進 |
| Tower Research Capital LLC (TRC) | 1,126 | $1.20 萬 | 0.00% | +1,126 | 新進 |
| North Star Investment Management Corp. | 1,233 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 1,317 | $1.41 萬 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,378 | $1.47 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,362 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| SJS Investment Consulting Inc. | 1,649 | $1.76 萬 | 0.00% | 00.0% | 不變 |
| First PREMIER Bank | 1,700 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| US Bancorp | 1,908 | $2.04 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 2,250 | $2.41 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 2,984 | $3.19 萬 | 0.00% | +561+23.2% | 加碼 |
| Citigroup Inc | 3,454 | $3.69 萬 | 0.00% | +72+2.1% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 5,380 | $5.75 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 5,654 | $6.04 萬 | 0.00% | −400−6.6% | 減碼 |
| Clear Street Markets LLC | 6,537 | $7.00 萬 | 0.03% | +6,537 | 新進 |
| Patten & Patten Inc | 10,000 | $10.7 萬 | 0.01% | +10,000 | 新進 |
| Affiance Financial, LLC | 10,000 | $10.7 萬 | 0.03% | +10,000 | 新進 |
| Lokken Investment Group LLC | 10,297 | $11.0 萬 | 0.05% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 10,603 | $11.3 萬 | 0.00% | +172+1.6% | 加碼 |
| Edmonds Duncan Registered Investment Advisors, LLC | 10,900 | $11.7 萬 | 0.03% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 11,000 | $11.8 萬 | 0.03% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 11,075 | $11.8 萬 | 0.00% | +40.0% | 加碼 |
| Stephens Inc | 11,130 | $11.9 萬 | 0.00% | −22,450−66.9% | 減碼 |
| Morris Retirement Advisors, LLC | 11,444 | $12.2 萬 | 0.07% | +11,444 | 新進 |
| Oak Family Advisors, LLC | 11,929 | $12.8 萬 | 0.05% | 00.0% | 不變 |
| Lazard Asset Management LLC | – | $12.8 萬 | 0.00% | – | 新進 |
| Shaker Financial Services, LLC | 12,000 | $12.8 萬 | 0.05% | −2,500−17.2% | 減碼 |
| Investment Partners Asset Management, Inc. | 12,073 | $12.9 萬 | 0.12% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 12,410 | $13.3 萬 | 0.01% | +117+1.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 12,660 | $13.4 萬 | 0.00% | +12,660 | 新進 |
| Melfa Wealth Management, LLC | 13,245 | $14.2 萬 | 0.10% | +69+0.5% | 加碼 |
| Investors Asset Management of Georgia Inc | 13,500 | $14.4 萬 | 0.07% | −2,500−15.6% | 減碼 |
| Crescent Grove Advisors, LLC | 13,500 | $14.4 萬 | 0.02% | 00.0% | 不變 |
| Goldman Sachs Group Inc | 13,705 | $14.7 萬 | 0.00% | +13,705 | 新進 |
| UMA Financial Services, Inc. | 14,684 | $14.7 萬 | 0.03% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 13,972 | $14.9 萬 | 0.04% | +159+1.2% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 15,100 | $16.1 萬 | 0.02% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 15,125 | $16.2 萬 | 0.01% | +15,125 | 新進 |
| Flagship Harbor Advisors, LLC | 15,150 | $16.2 萬 | 0.01% | +15,150 | 新進 |
| Concurrent Investment Advisors, LLC | 15,634 | $16.7 萬 | 0.01% | −4,725−23.2% | 減碼 |
| We Are One Seven, LLC | 15,998 | $17.1 萬 | 0.01% | +800+5.3% | 加碼 |
| E&G Advisors, LP | 16,892 | $18.1 萬 | 0.06% | −100−0.6% | 減碼 |
| Future Financial Wealth Managment LLC | 17,000 | $18.2 萬 | 0.14% | 00.0% | 不變 |
| Dakota Wealth Management | 17,206 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 17,950 | $19.2 萬 | 0.00% | −16,350−47.7% | 減碼 |
| Stonebrook Private Inc. | 18,239 | $19.5 萬 | 0.06% | −3,095−14.5% | 減碼 |
| Park Avenue Securities LLC | 18,565 | $19.8 萬 | 0.00% | −1,589−7.9% | 減碼 |
| Wedbush Securities Inc | 18,888 | $20.2 萬 | 0.01% | −1,142−5.7% | 減碼 |
| Mayflower Financial Advisors, LLC | 19,026 | $20.3 萬 | 0.03% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 19,375 | $20.7 萬 | 0.00% | +167+0.9% | 加碼 |
| Stifel Financial Corp | 20,073 | $21.5 萬 | 0.00% | −8,782−30.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 20,253 | $21.7 萬 | 0.03% | −36−0.2% | 減碼 |
| Valley Brook Capital Group | 20,305 | $21.7 萬 | 0.17% | +3,000+17.3% | 加碼 |
| 180 Wealth Advisors, LLC | 20,552 | $22.0 萬 | 0.04% | −1,073−5.0% | 減碼 |
| ProVise Management Group, LLC | 21,140 | $22.6 萬 | 0.02% | −500−2.3% | 減碼 |
| Peapack Gladstone Financial Corp | 21,279 | $22.7 萬 | 0.00% | −16,035−43.0% | 減碼 |
| 9258 Wealth Management, LLC | 21,476 | $23.0 萬 | 0.04% | 00.0% | 不變 |
| Private Advisor Group, LLC | 24,744 | $26.5 萬 | 0.00% | −510−2.0% | 減碼 |
| Semus Wealth Partners LLC | 24,909 | $26.6 萬 | 0.22% | −2,668−9.7% | 減碼 |
| International Assets Investment Management, LLC | 25,742 | $27.3 萬 | 0.03% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 26,239 | $28.0 萬 | 0.00% | +6,400+32.3% | 加碼 |
| SMH Capital Advisors Inc | 26,386 | $28.2 萬 | 0.76% | +2,830+12.0% | 加碼 |
| Envestnet Asset Management Inc | 27,214 | $29.1 萬 | 0.00% | +27,214 | 新進 |
| Mariner, LLC | 27,779 | $29.7 萬 | 0.00% | −2,225−7.4% | 減碼 |
| Nwam LLC | 28,317 | $29.8 萬 | 0.02% | −1,300−4.4% | 減碼 |
| SFI Advisors, LLC | 28,014 | $29.9 萬 | 0.23% | +28,014 | 新進 |
| MML Investors Services, LLC | 28,345 | $30.3 萬 | 0.00% | +1,934+7.3% | 加碼 |
| Commonwealth Equity Services, LLC | 30,789 | $32.9 萬 | 0.00% | +219+0.7% | 加碼 |
| Truist Financial Corp | 31,559 | $33.7 萬 | 0.00% | +1,603+5.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 32,060 | $34.3 萬 | 0.00% | +31+0.1% | 加碼 |
| Palogic Value Management, L.P. | 33,113 | $35.4 萬 | 0.15% | 00.0% | 不變 |
| Horizon Kinetics Asset Management LLC | 40,634 | $43.4 萬 | 0.01% | 00.0% | 不變 |
| Cetera Investment Advisers | 42,202 | $45.1 萬 | 0.00% | +42,202 | 新進 |
| WealthShield Partners, LLC | 45,945 | $49.1 萬 | 0.08% | +5,365+13.2% | 加碼 |
| Pin Oak Investment Advisors Inc | 46,938 | $50.2 萬 | 0.48% | +3,960+9.2% | 加碼 |
| HRT Financial LP | 49,012 | $52.3 萬 | 0.00% | +49,012 | 新進 |
| Uncommon Cents Investing LLC | 50,866 | $54.4 萬 | 0.17% | +828+1.7% | 加碼 |
| Riverbridge Partners LLC | 53,214 | $56.9 萬 | 0.01% | +2,198+4.3% | 加碼 |
| Moors & Cabot, Inc. | 54,500 | $58.3 萬 | 0.03% | −3,500−6.0% | 減碼 |
| Shulman DeMeo Asset Management LLC | 56,370 | $60.3 萬 | 0.16% | −317−0.6% | 減碼 |
| Ellis Investment Partners, LLC | 56,420 | $60.3 萬 | 0.13% | −4,364−7.2% | 減碼 |
| Wela Strategies, Inc. | 61,210 | $65.4 萬 | 0.31% | −34,299−35.9% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 64,560 | $69.0 萬 | 0.00% | +8,733+15.6% | 加碼 |
| Jane Street Group, LLC | 69,779 | $74.6 萬 | 0.00% | +57,956+490.2% | 加碼 |
| Advisor Group Holdings, Inc. | 72,944 | $78.0 萬 | 0.00% | −8,535−10.5% | 減碼 |