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 2 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2024/6/30 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 2024 年第 1 季 0 家
- 持有股數
- 3,340 萬
- 較 2024 年第 1 季 +15.1 萬 (+0.5%)
- 總市值
- $3.58 億
- 較 2024 年第 1 季 +$254.3 萬 (+0.7%)
- 新進機構
- 12
- 另有 42 家加碼
- 清倉機構
- 12
- 另有 44 家減碼
另有 1 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $21 | 0.00% | – | – |
| Wolff Wiese Magana LLC | 200 | $2,142 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 206 | $2,206 | 0.00% | 00.0% | 不變 |
| Tortoise Investment Management, LLC | 222 | $2,382 | 0.00% | +5+2.3% | 加碼 |
| Sanctuary Wealth Management, L.L.C. | 281 | $3,010 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 283 | $3,031 | 0.00% | 00.0% | 不變 |
| Stephens Consulting, LLC | 300 | $3,213 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 414 | $4,434 | 0.00% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 575 | $6,158 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 744 | $7,968 | 0.00% | 00.0% | 不變 |
| Camelot Portfolios, LLC | 744 | $7,968 | 0.00% | +744 | 新進 |
| Beaird Harris Wealth Management, LLC | 873 | $9,350 | 0.00% | +873 | 新進 |
| NBC Securities, Inc. | 1,000 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 1,010 | $1.08 萬 | 0.00% | +31+3.2% | 加碼 |
| Redwood Wealth Management Group, LLC | 1,100 | $1.18 萬 | 0.01% | +1,100 | 新進 |
| Harbour Investments, Inc. | 1,223 | $1.31 萬 | 0.00% | −94−7.1% | 減碼 |
| North Star Investment Management Corp. | 1,233 | $1.32 萬 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,378 | $1.48 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 1,362 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 1,575 | $1.69 萬 | 0.00% | +1,575 | 新進 |
| 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 |
| Comerica Bank | 2,166 | $2.32 萬 | 0.00% | −818−27.4% | 減碼 |
| GPS Wealth Strategies Group, LLC | 2,250 | $2.41 萬 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 2,964 | $3.17 萬 | 0.01% | +1,964+196.4% | 加碼 |
| Citigroup Inc | 3,531 | $3.78 萬 | 0.00% | +77+2.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 5,380 | $5.76 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 5,654 | $6.06 萬 | 0.00% | 00.0% | 不變 |
| Patten & Patten Inc | 10,000 | $10.7 萬 | 0.01% | 00.0% | 不變 |
| Affiance Financial, LLC | 10,000 | $10.7 萬 | 0.03% | 00.0% | 不變 |
| Lokken Investment Group LLC | 10,297 | $11.0 萬 | 0.05% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 11,000 | $11.8 萬 | 0.03% | 00.0% | 不變 |
| Stephens Inc | 11,130 | $11.9 萬 | 0.00% | 00.0% | 不變 |
| We Are One Seven, LLC | 11,467 | $12.3 萬 | 0.01% | −4,531−28.3% | 減碼 |
| Morris Retirement Advisors, LLC | 11,530 | $12.3 萬 | 0.07% | +86+0.8% | 加碼 |
| Oak Family Advisors, LLC | 11,929 | $12.8 萬 | 0.05% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 12,436 | $13.3 萬 | 0.01% | +26+0.2% | 加碼 |
| Moors & Cabot, Inc. | 12,500 | $13.4 萬 | 0.01% | −42,000−77.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 12,660 | $13.6 萬 | 0.00% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 13,245 | $14.2 萬 | 0.10% | 00.0% | 不變 |
| Jane Street Group, LLC | 13,273 | $14.2 萬 | 0.00% | −56,506−81.0% | 減碼 |
| Investors Asset Management of Georgia Inc | 13,500 | $14.5 萬 | 0.07% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 13,500 | $14.5 萬 | 0.02% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 14,140 | $15.1 萬 | 0.04% | +168+1.2% | 加碼 |
| Creekside Partners | 14,540 | $15.6 萬 | 0.09% | +14,540 | 新進 |
| Sound View Wealth Advisors Group, LLC | 14,686 | $15.7 萬 | 0.02% | −414−2.7% | 減碼 |
| UMA Financial Services, Inc. | 14,684 | $15.8 萬 | 0.03% | 00.0% | 不變 |
| Wetherby Asset Management Inc | 15,125 | $16.2 萬 | 0.01% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 15,454 | $16.6 萬 | 0.00% | −3,921−20.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 15,634 | $16.7 萬 | 0.01% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 16,001 | $17.1 萬 | 0.00% | +4,926+44.5% | 加碼 |
| E&G Advisors, LP | 16,692 | $17.9 萬 | 0.05% | −200−1.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 16,780 | $18.0 萬 | 0.01% | +1,630+10.8% | 加碼 |
| Marex Group plc | 16,904 | $18.1 萬 | 0.00% | +16,904 | 新進 |
| Future Financial Wealth Managment LLC | 17,000 | $18.2 萬 | 0.16% | 00.0% | 不變 |
| Dakota Wealth Management | 17,206 | $18.4 萬 | 0.00% | 00.0% | 不變 |
| Park Avenue Securities LLC | 17,819 | $19.1 萬 | 0.00% | −746−4.0% | 減碼 |
| Stifel Financial Corp | 17,965 | $19.2 萬 | 0.00% | −2,108−10.5% | 減碼 |
| Mayflower Financial Advisors, LLC | 19,026 | $20.4 萬 | 0.03% | 00.0% | 不變 |
| Lazard Asset Management LLC | – | $20.5 萬 | 0.00% | – | – |
| Wedbush Securities Inc | 19,251 | $20.6 萬 | 0.01% | +363+1.9% | 加碼 |
| Peapack Gladstone Financial Corp | 19,924 | $21.3 萬 | 0.00% | −1,355−6.4% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 20,210 | $21.6 萬 | 0.03% | −43−0.2% | 減碼 |
| Valley Brook Capital Group | 20,376 | $21.8 萬 | 0.17% | +71+0.3% | 加碼 |
| 180 Wealth Advisors, LLC | 19,987 | $21.9 萬 | 0.04% | −565−2.7% | 減碼 |
| HighTower Advisors, LLC | 20,724 | $22.0 萬 | 0.00% | +20,724 | 新進 |
| Clearstead Advisors, LLC | 20,668 | $22.1 萬 | 0.00% | +20,668 | 新進 |
| Semus Wealth Partners LLC | 20,765 | $22.2 萬 | 0.17% | −4,144−16.6% | 減碼 |
| ProVise Management Group, LLC | 21,140 | $22.6 萬 | 0.02% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 21,976 | $23.5 萬 | 0.04% | +500+2.3% | 加碼 |
| Envestnet Asset Management Inc | 22,107 | $23.7 萬 | 0.00% | −5,107−18.8% | 減碼 |
| Sanctuary Advisors, LLC | 23,900 | $24.1 萬 | 0.00% | +23,900 | 新進 |
| Private Advisor Group, LLC | 22,577 | $24.2 萬 | 0.00% | −2,167−8.8% | 減碼 |
| GWM Advisors LLC | 23,450 | $25.1 萬 | 0.00% | +5,500+30.6% | 加碼 |
| SMH Capital Advisors Inc | 23,868 | $25.6 萬 | 0.78% | −2,518−9.5% | 減碼 |
| Oppenheimer & Co Inc | 24,898 | $26.7 萬 | 0.00% | −1,341−5.1% | 減碼 |
| Catalina Capital Group, LLC | 25,214 | $27.0 萬 | 0.10% | +25,214 | 新進 |
| SFI Advisors, LLC | 28,211 | $30.2 萬 | 0.23% | +197+0.7% | 加碼 |
| Nwam LLC | 28,317 | $30.3 萬 | 0.09% | 00.0% | 不變 |
| MML Investors Services, LLC | 28,350 | $30.4 萬 | 0.00% | +50.0% | 加碼 |
| Truist Financial Corp | 29,831 | $31.9 萬 | 0.00% | −1,728−5.5% | 減碼 |
| The PNC Financial Services Group, Inc. | 30,622 | $32.8 萬 | 0.00% | −1,438−4.5% | 減碼 |
| Commonwealth Equity Services, LLC | 32,989 | $35.3 萬 | 0.00% | +2,200+7.1% | 加碼 |
| Palogic Value Management, L.P. | 33,113 | $35.5 萬 | 0.15% | 00.0% | 不變 |
| Mariner, LLC | 33,193 | $35.5 萬 | 0.00% | +5,414+19.5% | 加碼 |
| Kestra Advisory Services, LLC | 33,647 | $36.0 萬 | 0.00% | +23,044+217.3% | 加碼 |
| International Assets Investment Management, LLC | 34,222 | $36.7 萬 | 0.03% | +8,480+32.9% | 加碼 |
| RSM US Wealth Management LLC | 37,784 | $40.3 萬 | 0.01% | +37,784 | 新進 |
| Horizon Kinetics Asset Management LLC | 40,634 | $43.5 萬 | 0.01% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 41,631 | $44.6 萬 | 0.00% | −31,313−42.9% | 減碼 |
| Ellis Investment Partners, LLC | 43,771 | $46.9 萬 | 0.10% | −12,649−22.4% | 減碼 |
| Pin Oak Investment Advisors Inc | 47,418 | $50.8 萬 | 0.49% | +480+1.0% | 加碼 |
| Uncommon Cents Investing LLC | 51,111 | $54.7 萬 | 0.17% | +245+0.5% | 加碼 |
| WealthShield Partners, LLC | 52,351 | $56.1 萬 | 0.09% | +6,406+13.9% | 加碼 |
| Riverbridge Partners LLC | 55,362 | $59.3 萬 | 0.01% | +2,148+4.0% | 加碼 |
| Shulman DeMeo Asset Management LLC | 56,239 | $60.2 萬 | 0.16% | −131−0.2% | 減碼 |
| Cetera Investment Advisers | 57,544 | $61.6 萬 | 0.00% | +15,342+36.4% | 加碼 |
| Wela Strategies, Inc. | 63,597 | $68.1 萬 | 0.32% | +2,387+3.9% | 加碼 |
| Arcus Capital Partners, LLC | 66,613 | $71.3 萬 | 0.27% | −28,991−30.3% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 70,383 | $75.4 萬 | 0.00% | +5,823+9.0% | 加碼 |