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 |
|---|---|---|---|---|---|
| Tower Research Capital LLC (TRC) | 13 | $139 | 0.00% | −5−27.8% | 減碼 |
| Farther Finance Advisors, LLC | 46 | $497 | 0.00% | +46 | 新進 |
| Wolff Wiese Magana LLC | 200 | $2,144 | 0.00% | 00.0% | 不變 |
| Kiker Wealth Management, LLC | 200 | $2,144 | 0.00% | +200 | 新進 |
| Spire Wealth Management | 283 | $3,034 | 0.00% | 00.0% | 不變 |
| Ameriflex Group, Inc. | 351 | $3,763 | 0.00% | 00.0% | 不變 |
| Huntington National Bank | – | $5,542 | 0.00% | – | – |
| Gen-Wealth Partners Inc | 575 | $6,164 | 0.00% | 00.0% | 不變 |
| FMR LLC | 577 | $6,189 | 0.00% | +577 | 新進 |
| Costello Asset Management, INC | 712 | $7,634 | 0.00% | +712 | 新進 |
| NBC Securities, Inc. | 1,000 | $1.00 萬 | 0.00% | +999+99,900.0% | 加碼 |
| Harbour Investments, Inc. | 955 | $1.02 萬 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 1,083 | $1.14 萬 | 0.01% | +25+2.4% | 加碼 |
| CoreCap Advisors, LLC | 1,086 | $1.16 萬 | 0.00% | 00.0% | 不變 |
| Greykasell Wealth Strategies, Inc. | 1,150 | $1.23 萬 | 0.01% | +1,150 | 新進 |
| SOA Wealth Advisors, LLC. | 13,093 | $1.31 萬 | 0.00% | +13,093 | 新進 |
| 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 |
| First PREMIER Bank | 1,700 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| GPS Wealth Strategies Group, LLC | 2,250 | $2.41 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 2,419 | $2.60 萬 | 0.00% | −2,855−54.1% | 減碼 |
| Kentucky Trust Co | 2,718 | $2.91 萬 | 0.02% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 2,964 | $3.18 萬 | 0.01% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 4,000 | $4.29 萬 | 0.00% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 4,686 | $5.02 萬 | 0.00% | +4,686 | 新進 |
| Comerica Bank | 4,697 | $5.04 萬 | 0.00% | 00.0% | 不變 |
| Eastern Bank | 5,670 | $6.08 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 5,980 | $6.41 萬 | 0.00% | −112−1.8% | 減碼 |
| WPG Advisers, LLC | 7,400 | $7.93 萬 | 0.07% | +2,420+48.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 9,371 | $10.0 萬 | 0.00% | +4,964+112.6% | 加碼 |
| Cullen/Frost Bankers, Inc. | 9,584 | $10.3 萬 | 0.00% | +9,584 | 新進 |
| Moors & Cabot, Inc. | 10,000 | $10.7 萬 | 0.01% | −2,000−16.7% | 減碼 |
| UMA Financial Services, Inc. | 10,000 | $10.7 萬 | 0.02% | 00.0% | 不變 |
| Lokken Investment Group LLC | 10,297 | $11.0 萬 | 0.05% | 00.0% | 不變 |
| Argentarii, LLC | 10,324 | $11.1 萬 | 0.05% | 00.0% | 不變 |
| Noble Wealth Management PBC | 10,474 | $11.2 萬 | 0.08% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 11,000 | $11.8 萬 | 0.03% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 11,558 | $12.4 萬 | 0.02% | +5,473+89.9% | 加碼 |
| Morris Retirement Advisors, LLC | 11,651 | $12.5 萬 | 0.07% | +41+0.4% | 加碼 |
| Oak Family Advisors, LLC | 11,929 | $12.8 萬 | 0.05% | 00.0% | 不變 |
| ProVise Management Group, LLC | 12,093 | $13.0 萬 | 0.01% | −467−3.7% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 12,143 | $13.0 萬 | 0.00% | +1,819+17.6% | 加碼 |
| Mercer Global Advisors Inc | 12,322 | $13.2 萬 | 0.00% | +12,322 | 新進 |
| Elm3 Financial Group, LLC | 12,400 | $13.3 萬 | 0.12% | 00.0% | 不變 |
| Miller Financial Services LLC | 13,000 | $13.9 萬 | 0.20% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 13,009 | $13.9 萬 | 0.02% | −2,544−16.4% | 減碼 |
| Merit Financial Group, LLC | 13,124 | $14.1 萬 | 0.00% | +13,124 | 新進 |
| Clearstead Advisors, LLC | 13,189 | $14.1 萬 | 0.00% | −1,783−11.9% | 減碼 |
| Melfa Wealth Management, LLC | 13,236 | $14.2 萬 | 0.10% | −9−0.1% | 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 |
| Sound View Wealth Advisors Group, LLC | 13,970 | $15.0 萬 | 0.01% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 14,000 | $15.0 萬 | 0.02% | −3,000−17.6% | 減碼 |
| Northstar Financial Companies, Inc. | 14,617 | $15.7 萬 | 0.17% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 14,801 | $15.9 萬 | 0.04% | +175+1.2% | 加碼 |
| Accredited Investor Services, LLC | 14,814 | $15.9 萬 | 0.13% | +14,814 | 新進 |
| Wedbush Securities Inc | 14,969 | $16.0 萬 | 0.01% | +45+0.3% | 加碼 |
| Stifel Financial Corp | 15,193 | $16.3 萬 | 0.00% | −1,576−9.4% | 減碼 |
| HighTower Advisors, LLC | 15,323 | $16.4 萬 | 0.00% | −271−1.7% | 減碼 |
| Geneos Wealth Management Inc. | 15,628 | $16.8 萬 | 0.01% | +15,388+6,411.7% | 加碼 |
| Janney Montgomery Scott LLC | 15,654 | $16.8 萬 | 0.00% | +200+1.3% | 加碼 |
| E&G Advisors, LP | 16,192 | $17.4 萬 | 0.05% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 16,418 | $17.6 萬 | 0.00% | +50.0% | 加碼 |
| Private Advisor Group, LLC | 16,513 | $17.7 萬 | 0.00% | −6,236−27.4% | 減碼 |
| Future Financial Wealth Managment LLC | 17,000 | $18.2 萬 | 0.13% | 00.0% | 不變 |
| Jane Street Group, LLC | 17,799 | $19.1 萬 | 0.00% | +6,455+56.9% | 加碼 |
| Park Avenue Securities LLC | 17,814 | $19.1 萬 | 0.00% | +586+3.4% | 加碼 |
| Shaker Financial Services, LLC | 18,000 | $19.3 萬 | 0.08% | +18,000 | 新進 |
| Kovitz Investment Group Partners, LLC | 18,400 | $19.7 萬 | 0.00% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 18,416 | $19.7 萬 | 0.03% | 00.0% | 不變 |
| Affiance Financial, LLC | 20,000 | $21.4 萬 | 0.05% | 00.0% | 不變 |
| Valley Brook Capital Group | 21,457 | $23.0 萬 | 0.18% | +74+0.3% | 加碼 |
| Creekside Partners | 21,653 | $23.2 萬 | 0.12% | +7,039+48.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 21,890 | $23.5 萬 | 0.01% | 00.0% | 不變 |
| SMH Capital Advisors Inc | 22,059 | $23.6 萬 | 0.55% | −496−2.2% | 減碼 |
| Concurrent Investment Advisors, LLC | 22,419 | $24.0 萬 | 0.01% | +1,643+7.9% | 加碼 |
| Warren Averett Asset Management, LLC | 23,495 | $25.2 萬 | 0.00% | −100−0.4% | 減碼 |
| GWM Advisors LLC | 23,795 | $25.5 萬 | 0.00% | −200−0.8% | 減碼 |
| Envestnet Asset Management Inc | 25,444 | $27.3 萬 | 0.00% | −27,819−52.2% | 減碼 |
| Truist Financial Corp | 27,832 | $29.8 萬 | 0.00% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 29,467 | $31.6 萬 | 0.01% | +29,467 | 新進 |
| Commonwealth Equity Services, LLC | 29,601 | $31.7 萬 | 0.00% | −1,752−5.6% | 減碼 |
| Oppenheimer & Co Inc | 29,662 | $31.8 萬 | 0.00% | +7,222+32.2% | 加碼 |
| Palogic Value Management, L.P. | 31,084 | $33.3 萬 | 0.15% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 31,920 | $34.2 萬 | 0.03% | +1,000+3.2% | 加碼 |
| Broyhill Asset Management | 32,500 | $34.8 萬 | 0.28% | 00.0% | 不變 |
| Mariner, LLC | 33,611 | $36.0 萬 | 0.00% | +1,702+5.3% | 加碼 |
| Ellis Investment Partners, LLC | 33,960 | $36.4 萬 | 0.08% | −6,116−15.3% | 減碼 |
| Mezzasalma Advisors, LLC | 35,063 | $37.6 萬 | 0.13% | +805+2.3% | 加碼 |
| RSM US Wealth Management LLC | 37,249 | $39.9 萬 | 0.01% | +134+0.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 38,917 | $41.7 萬 | 0.00% | −18,757−32.5% | 減碼 |
| Alteri Wealth LLC | 40,930 | $43.9 萬 | 0.19% | +2,088+5.4% | 加碼 |
| Generation Capital Management LLC | 42,500 | $45.6 萬 | 0.41% | 00.0% | 不變 |
| Wela Strategies, Inc. | 43,449 | $46.6 萬 | 0.20% | +3,650+9.2% | 加碼 |
| Landscape Capital Management, L.L.C. | 46,078 | $49.4 萬 | 0.04% | +18,350+66.2% | 加碼 |
| Uncommon Cents Investing LLC | 48,632 | $52.1 萬 | 0.15% | −719−1.5% | 減碼 |
| Pin Oak Investment Advisors Inc | 50,163 | $53.1 萬 | 0.41% | −9,420−15.8% | 減碼 |
| Horizon Kinetics Asset Management LLC | 51,023 | $54.7 萬 | 0.01% | 00.0% | 不變 |
| Shulman DeMeo Asset Management LLC | 55,657 | $59.7 萬 | 0.17% | −620−1.1% | 減碼 |
| Chicago Partners Investment Group LLC | 57,056 | $60.4 萬 | 0.02% | −30,176−34.6% | 減碼 |