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。
2025 年第 1 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2025/3/31 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
- 146
- 較 2024 年第 4 季 −8 家
- 持有股數
- 3,334 萬
- 較 2024 年第 4 季 +35.2 萬 (+1.1%)
- 總市值
- $3.57 億
- 較 2024 年第 4 季 +$1,266 萬 (+3.7%)
- 新進機構
- 14
- 另有 47 家加碼
- 清倉機構
- 22
- 另有 40 家減碼
另有 3 家機構在 2024 年第 4 季持有、還沒有申報 2025 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 |
2025 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 2024 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,581,167 | $5,983 萬 | 1.40% | +419,791+8.1% | 加碼 |
| Morgan Stanley | 5,291,406 | $5,672 萬 | 0.00% | +338,033+6.8% | 加碼 |
| Bank of America Corp | 3,828,803 | $4,104 萬 | 0.00% | +209,503+5.8% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,486,405 | $2,665 萬 | 0.05% | −316,053−11.3% | 減碼 |
| Guggenheim Capital LLC | 1,629,233 | $1,747 萬 | 0.16% | +189,018+13.1% | 加碼 |
| Raymond James Financial Inc | 1,366,269 | $1,465 萬 | 0.01% | +11,395+0.8% | 加碼 |
| Invesco Ltd. | 1,265,933 | $1,357 萬 | 0.00% | −37,964−2.9% | 減碼 |
| Wells Fargo & Company | 1,034,860 | $1,109 萬 | 0.00% | +22,312+2.2% | 加碼 |
| Capital Investment Advisors, LLC | 1,020,187 | $1,094 萬 | 0.21% | +15,742+1.6% | 加碼 |
| LPL Financial LLC | 953,632 | $1,022 萬 | 0.00% | +175,452+22.5% | 加碼 |
| Royal Bank of Canada | 889,121 | $953.1 萬 | 0.00% | +12,607+1.4% | 加碼 |
| Sowell Financial Services LLC | 661,231 | $708.8 萬 | 0.32% | +1,109+0.2% | 加碼 |
| UBS Group AG | 502,455 | $538.6 萬 | 0.00% | −6,595−1.3% | 減碼 |
| Penserra Capital Management LLC | 477,029 | $511.3 萬 | 0.09% | +8,022+1.7% | 加碼 |
| Evergreen Capital Management LLC | 406,728 | $436.0 萬 | 0.15% | −5,509−1.3% | 減碼 |
| Advisors Asset Management, Inc. | 352,794 | $378.2 萬 | 0.07% | −82,539−19.0% | 減碼 |
| Cohen & Steers, Inc. | 331,022 | $354.9 萬 | 0.01% | 00.0% | 不變 |
| Smith Asset Management Co., LLC | 297,832 | $319.3 萬 | 3.01% | −5,519−1.8% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 268,495 | $287.8 萬 | 0.26% | −4,748−1.7% | 減碼 |
| Thrivent Financial for Lutherans | 237,111 | $254.2 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 225,619 | $241.9 萬 | 0.00% | +25,650+12.8% | 加碼 |
| D.A. Davidson & Co. | 224,348 | $240.5 萬 | 0.02% | +19,958+9.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 205,467 | $220.3 萬 | 0.02% | +199,813+3,534.0% | 加碼 |
| Fiera Capital Corp | 174,503 | $187.1 萬 | 0.01% | 00.0% | 不變 |
| Karpus Management, Inc. | 163,139 | $174.9 萬 | 0.06% | −362,601−69.0% | 減碼 |
| Rareview Capital LLC | 154,048 | $165.1 萬 | 1.05% | −2,556−1.6% | 減碼 |
| Waterfront Wealth Inc. | 133,110 | $142.7 萬 | 0.35% | −7,560−5.4% | 減碼 |
| Private Trust Co NA | 123,825 | $132.7 萬 | 0.14% | +3,005+2.5% | 加碼 |
| Ibex Wealth Advisors | 113,556 | $121.7 萬 | 0.16% | −3,691−3.1% | 減碼 |
| Principal Securities, Inc. | 110,503 | $115.6 萬 | 0.03% | 00.0% | 不變 |
| Marks Group Wealth Management, Inc | 97,838 | $104.9 萬 | 0.10% | 00.0% | 不變 |
| Lido Advisors, LLC | 90,002 | $96.5 萬 | 0.01% | −146−0.2% | 減碼 |
| Cetera Investment Advisers | 88,863 | $95.3 萬 | 0.00% | +2,230+2.6% | 加碼 |
| First Trust Advisors LP | 85,116 | $91.2 萬 | 0.00% | +30,777+56.6% | 加碼 |
| EP Wealth Advisors, LLC | 84,188 | $90.2 萬 | 0.01% | −23,624−21.9% | 減碼 |
| Rockefeller Capital Management L.P. | 84,164 | $90.2 萬 | 0.00% | −13,507−13.8% | 減碼 |
| Transcend Wealth Collective, LLC | 83,501 | $89.5 萬 | 0.06% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 80,195 | $86.0 萬 | 0.04% | −9,602−10.7% | 減碼 |
| Stolper Co | 75,549 | $81.0 萬 | 0.27% | +947+1.3% | 加碼 |
| Northwestern Mutual Wealth Management Co | 75,286 | $80.7 萬 | 0.00% | −8,790−10.5% | 減碼 |
| Colony Group, LLC | 74,498 | $79.9 萬 | 0.00% | −5,190−6.5% | 減碼 |
| StoneX Group Inc. | 67,188 | $72.0 萬 | 0.04% | +2,380+3.7% | 加碼 |
| Riverbridge Partners LLC | 63,268 | $67.8 萬 | 0.01% | +6,568+11.6% | 加碼 |
| Advisor Group Holdings, Inc. | 59,597 | $63.9 萬 | 0.00% | +6,280+11.8% | 加碼 |
| WealthShield Partners, LLC | 57,437 | $61.6 萬 | 0.08% | +5,734+11.1% | 加碼 |
| Chicago Partners Investment Group LLC | 57,056 | $60.4 萬 | 0.02% | −30,176−34.6% | 減碼 |
| Shulman DeMeo Asset Management LLC | 55,657 | $59.7 萬 | 0.17% | −620−1.1% | 減碼 |
| Horizon Kinetics Asset Management LLC | 51,023 | $54.7 萬 | 0.01% | 00.0% | 不變 |
| Pin Oak Investment Advisors Inc | 50,163 | $53.1 萬 | 0.41% | −9,420−15.8% | 減碼 |
| Uncommon Cents Investing LLC | 48,632 | $52.1 萬 | 0.15% | −719−1.5% | 減碼 |
| Landscape Capital Management, L.L.C. | 46,078 | $49.4 萬 | 0.04% | +18,350+66.2% | 加碼 |
| Wela Strategies, Inc. | 43,449 | $46.6 萬 | 0.20% | +3,650+9.2% | 加碼 |
| Generation Capital Management LLC | 42,500 | $45.6 萬 | 0.41% | 00.0% | 不變 |
| Alteri Wealth LLC | 40,930 | $43.9 萬 | 0.19% | +2,088+5.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 38,917 | $41.7 萬 | 0.00% | −18,757−32.5% | 減碼 |
| RSM US Wealth Management LLC | 37,249 | $39.9 萬 | 0.01% | +134+0.4% | 加碼 |
| Mezzasalma Advisors, LLC | 35,063 | $37.6 萬 | 0.13% | +805+2.3% | 加碼 |
| Ellis Investment Partners, LLC | 33,960 | $36.4 萬 | 0.08% | −6,116−15.3% | 減碼 |
| Mariner, LLC | 33,611 | $36.0 萬 | 0.00% | +1,702+5.3% | 加碼 |
| Broyhill Asset Management | 32,500 | $34.8 萬 | 0.28% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 31,920 | $34.2 萬 | 0.03% | +1,000+3.2% | 加碼 |
| Palogic Value Management, L.P. | 31,084 | $33.3 萬 | 0.15% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 29,662 | $31.8 萬 | 0.00% | +7,222+32.2% | 加碼 |
| Commonwealth Equity Services, LLC | 29,601 | $31.7 萬 | 0.00% | −1,752−5.6% | 減碼 |
| Wealthcare Advisory Partners LLC | 29,467 | $31.6 萬 | 0.01% | +29,467 | 新進 |
| Truist Financial Corp | 27,832 | $29.8 萬 | 0.00% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 25,444 | $27.3 萬 | 0.00% | −27,819−52.2% | 減碼 |
| GWM Advisors LLC | 23,795 | $25.5 萬 | 0.00% | −200−0.8% | 減碼 |
| Warren Averett Asset Management, LLC | 23,495 | $25.2 萬 | 0.00% | −100−0.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 22,419 | $24.0 萬 | 0.01% | +1,643+7.9% | 加碼 |
| SMH Capital Advisors Inc | 22,059 | $23.6 萬 | 0.55% | −496−2.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 21,890 | $23.5 萬 | 0.01% | 00.0% | 不變 |
| Creekside Partners | 21,653 | $23.2 萬 | 0.12% | +7,039+48.2% | 加碼 |
| Valley Brook Capital Group | 21,457 | $23.0 萬 | 0.18% | +74+0.3% | 加碼 |
| Affiance Financial, LLC | 20,000 | $21.4 萬 | 0.05% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 18,416 | $19.7 萬 | 0.03% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 18,400 | $19.7 萬 | 0.00% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 18,000 | $19.3 萬 | 0.08% | +18,000 | 新進 |
| Park Avenue Securities LLC | 17,814 | $19.1 萬 | 0.00% | +586+3.4% | 加碼 |
| Jane Street Group, LLC | 17,799 | $19.1 萬 | 0.00% | +6,455+56.9% | 加碼 |
| Future Financial Wealth Managment LLC | 17,000 | $18.2 萬 | 0.13% | 00.0% | 不變 |
| Private Advisor Group, LLC | 16,513 | $17.7 萬 | 0.00% | −6,236−27.4% | 減碼 |
| Integrated Wealth Concepts LLC | 16,418 | $17.6 萬 | 0.00% | +50.0% | 加碼 |
| E&G Advisors, LP | 16,192 | $17.4 萬 | 0.05% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 15,654 | $16.8 萬 | 0.00% | +200+1.3% | 加碼 |
| Geneos Wealth Management Inc. | 15,628 | $16.8 萬 | 0.01% | +15,388+6,411.7% | 加碼 |
| HighTower Advisors, LLC | 15,323 | $16.4 萬 | 0.00% | −271−1.7% | 減碼 |
| Stifel Financial Corp | 15,193 | $16.3 萬 | 0.00% | −1,576−9.4% | 減碼 |
| Wedbush Securities Inc | 14,969 | $16.0 萬 | 0.01% | +45+0.3% | 加碼 |
| Accredited Investor Services, LLC | 14,814 | $15.9 萬 | 0.13% | +14,814 | 新進 |
| Cutter & CO Brokerage, Inc. | 14,801 | $15.9 萬 | 0.04% | +175+1.2% | 加碼 |
| Northstar Financial Companies, Inc. | 14,617 | $15.7 萬 | 0.17% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 14,000 | $15.0 萬 | 0.02% | −3,000−17.6% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 13,970 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| 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 |
| Melfa Wealth Management, LLC | 13,236 | $14.2 萬 | 0.10% | −9−0.1% | 減碼 |
| Clearstead Advisors, LLC | 13,189 | $14.1 萬 | 0.00% | −1,783−11.9% | 減碼 |
| Merit Financial Group, LLC | 13,124 | $14.1 萬 | 0.00% | +13,124 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 13,009 | $13.9 萬 | 0.02% | −2,544−16.4% | 減碼 |