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 2 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2025/6/30 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
- 144
- 較 2025 年第 1 季 −1 家
- 持有股數
- 3,363 萬
- 較 2025 年第 1 季 +30.0 萬 (+0.9%)
- 總市值
- $3.67 億
- 較 2025 年第 1 季 +$998.6 萬 (+2.8%)
- 新進機構
- 15
- 另有 39 家加碼
- 清倉機構
- 16
- 另有 50 家減碼
另有 1 家機構在 2025 年第 1 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 5,770,839 | $6,302 萬 | 1.35% | +189,672+3.4% | 加碼 |
| Morgan Stanley | 5,348,264 | $5,840 萬 | 0.00% | +56,858+1.1% | 加碼 |
| Bank of America Corp | 4,571,453 | $4,992 萬 | 0.00% | +742,650+19.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 2,117,805 | $2,313 萬 | 0.04% | −368,600−14.8% | 減碼 |
| Guggenheim Capital LLC | 1,739,889 | $1,900 萬 | 0.15% | +110,656+6.8% | 加碼 |
| Raymond James Financial Inc | 1,483,929 | $1,620 萬 | 0.01% | +117,660+8.6% | 加碼 |
| Invesco Ltd. | 1,260,485 | $1,376 萬 | 0.00% | −5,448−0.4% | 減碼 |
| Wells Fargo & Company | 1,049,646 | $1,146 萬 | 0.00% | +14,786+1.4% | 加碼 |
| Capital Investment Advisors, LLC | 974,134 | $1,064 萬 | 0.19% | −46,053−4.5% | 減碼 |
| Royal Bank of Canada | 872,075 | $952.3 萬 | 0.00% | −17,046−1.9% | 減碼 |
| LPL Financial LLC | 671,953 | $733.8 萬 | 0.00% | −281,679−29.5% | 減碼 |
| Sowell Financial Services LLC | 661,541 | $722.4 萬 | 0.29% | +3100.0% | 加碼 |
| UBS Group AG | 563,792 | $615.7 萬 | 0.00% | +61,337+12.2% | 加碼 |
| Penserra Capital Management LLC | 491,558 | $536.7 萬 | 0.07% | +14,529+3.0% | 加碼 |
| Advisors Asset Management, Inc. | 351,042 | $383.3 萬 | 0.07% | −1,752−0.5% | 減碼 |
| Cohen & Steers, Inc. | 331,022 | $361.5 萬 | 0.01% | 00.0% | 不變 |
| Smith Asset Management Co., LLC | 294,548 | $321.6 萬 | 2.78% | −3,284−1.1% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 266,474 | $291.0 萬 | 0.25% | −2,021−0.8% | 減碼 |
| Steward Partners Investment Advisory, LLC | 246,064 | $268.7 萬 | 0.02% | +40,597+19.8% | 加碼 |
| Thrivent Financial for Lutherans | 237,111 | $259.0 萬 | 0.01% | 00.0% | 不變 |
| Ameriprise Financial Inc | 227,263 | $248.2 萬 | 0.00% | +1,644+0.7% | 加碼 |
| D.A. Davidson & Co. | 226,837 | $247.7 萬 | 0.02% | +2,489+1.1% | 加碼 |
| Fiera Capital Corp | 170,957 | $186.7 萬 | 0.01% | −3,546−2.0% | 減碼 |
| Cary Street Partners Financial LLC | 167,502 | $182.9 萬 | 0.05% | +167,502 | 新進 |
| Cetera Investment Advisers | 163,129 | $178.1 萬 | 0.00% | +74,266+83.6% | 加碼 |
| Rareview Capital LLC | 159,518 | $174.2 萬 | 1.10% | +5,470+3.6% | 加碼 |
| Waterfront Wealth Inc. | 129,990 | $141.9 萬 | 0.32% | −3,120−2.3% | 減碼 |
| Karpus Management, Inc. | 126,780 | $138.4 萬 | 0.04% | −36,359−22.3% | 減碼 |
| Private Trust Co NA | 119,849 | $130.9 萬 | 0.12% | −3,976−3.2% | 減碼 |
| Ibex Wealth Advisors | 114,752 | $125.3 萬 | 0.13% | +1,196+1.1% | 加碼 |
| Marks Group Wealth Management, Inc | 97,838 | $106.8 萬 | 0.10% | 00.0% | 不變 |
| Lido Advisors, LLC | 90,002 | $98.3 萬 | 0.01% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 88,322 | $96.4 萬 | 0.00% | +4,158+4.9% | 加碼 |
| First Trust Advisors LP | 88,168 | $96.3 萬 | 0.00% | +3,052+3.6% | 加碼 |
| Principal Securities, Inc. | 81,108 | $88.6 萬 | 0.02% | −29,395−26.6% | 減碼 |
| Stolper Co | 80,493 | $87.9 萬 | 0.29% | +4,944+6.5% | 加碼 |
| EP Wealth Advisors, LLC | 79,470 | $86.8 萬 | 0.01% | −4,718−5.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 75,647 | $82.6 萬 | 0.00% | +361+0.5% | 加碼 |
| Colony Group, LLC | 74,498 | $81.4 萬 | 0.00% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 68,000 | $74.3 萬 | 0.03% | −12,195−15.2% | 減碼 |
| Riverbridge Partners LLC | 65,486 | $71.5 萬 | 0.01% | +2,218+3.5% | 加碼 |
| Chicago Partners Investment Group LLC | 57,056 | $62.6 萬 | 0.02% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 55,987 | $61.1 萬 | 0.00% | −3,610−6.1% | 減碼 |
| Shulman DeMeo Asset Management LLC | 54,367 | $59.4 萬 | 0.15% | −1,290−2.3% | 減碼 |
| Horizon Kinetics Asset Management LLC | 51,023 | $55.7 萬 | 0.01% | 00.0% | 不變 |
| WealthShield Partners, LLC | 50,937 | $55.6 萬 | 0.07% | −6,500−11.3% | 減碼 |
| Pin Oak Investment Advisors Inc | 49,680 | $53.2 萬 | 0.45% | −483−1.0% | 減碼 |
| Uncommon Cents Investing LLC | 48,465 | $52.9 萬 | 0.14% | −167−0.3% | 減碼 |
| Alteri Wealth LLC | 48,216 | $52.7 萬 | 0.20% | +7,286+17.8% | 加碼 |
| Wela Strategies, Inc. | 43,406 | $47.4 萬 | 0.19% | −43−0.1% | 減碼 |
| MGB Wealth Management, LLC | 38,424 | $42.0 萬 | 0.14% | +38,424 | 新進 |
| RSM US Wealth Management LLC | 36,949 | $40.3 萬 | 0.01% | −300−0.8% | 減碼 |
| Mezzasalma Advisors, LLC | 35,876 | $39.2 萬 | 0.12% | +813+2.3% | 加碼 |
| Ellis Investment Partners, LLC | 34,341 | $37.5 萬 | 0.07% | +381+1.1% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 32,599 | $35.6 萬 | 0.00% | −6,318−16.2% | 減碼 |
| MML Investors Services, LLC | 32,496 | $35.5 萬 | 0.00% | +32,496 | 新進 |
| Broyhill Asset Management | 32,500 | $35.5 萬 | 0.32% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 31,920 | $34.9 萬 | 0.03% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 31,753 | $34.7 萬 | 0.00% | +6,309+24.8% | 加碼 |
| Commonwealth Equity Services, LLC | 30,979 | $33.8 萬 | 0.00% | +1,378+4.7% | 加碼 |
| StoneX Group Inc. | 29,631 | $32.4 萬 | 0.02% | −37,557−55.9% | 減碼 |
| Palogic Value Management, L.P. | 29,366 | $32.1 萬 | 0.13% | −1,718−5.5% | 減碼 |
| GWM Advisors LLC | 28,785 | $31.4 萬 | 0.00% | +4,990+21.0% | 加碼 |
| Prospera Financial Services Inc | 28,772 | $31.4 萬 | 0.01% | +28,772 | 新進 |
| Mariner, LLC | 28,525 | $31.1 萬 | 0.00% | −5,086−15.1% | 減碼 |
| Kovitz Investment Group Partners, LLC | 28,270 | $30.9 萬 | 0.00% | +9,870+53.6% | 加碼 |
| Truist Financial Corp | 27,832 | $30.4 萬 | 0.00% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 27,687 | $30.2 萬 | 0.00% | −1,975−6.7% | 減碼 |
| Evergreen Capital Management LLC | 27,097 | $29.6 萬 | 0.01% | −379,631−93.3% | 減碼 |
| Warren Averett Asset Management, LLC | 22,845 | $24.9 萬 | 0.00% | −650−2.8% | 減碼 |
| Concurrent Investment Advisors, LLC | 22,375 | $24.4 萬 | 0.00% | −44−0.2% | 減碼 |
| Nwam LLC | 22,067 | $24.3 萬 | 0.01% | +22,067 | 新進 |
| Flagship Harbor Advisors, LLC | 21,890 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| SMH Capital Advisors Inc | 21,831 | $23.8 萬 | 0.54% | −228−1.0% | 減碼 |
| Creekside Partners | 21,693 | $23.7 萬 | 0.11% | +40+0.2% | 加碼 |
| Valley Brook Capital Group | 21,534 | $23.5 萬 | 0.18% | +77+0.4% | 加碼 |
| Affiance Financial, LLC | 20,000 | $21.8 萬 | 0.04% | 00.0% | 不變 |
| Merit Financial Group, LLC | 19,984 | $21.8 萬 | 0.00% | +6,860+52.3% | 加碼 |
| 180 Wealth Advisors, LLC | 18,416 | $20.1 萬 | 0.03% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 18,000 | $19.7 萬 | 0.07% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 17,000 | $18.6 萬 | 0.13% | 00.0% | 不變 |
| Private Advisor Group, LLC | 16,602 | $18.1 萬 | 0.00% | +89+0.5% | 加碼 |
| Integrated Wealth Concepts LLC | 16,423 | $17.9 萬 | 0.00% | +50.0% | 加碼 |
| Park Avenue Securities LLC | 16,365 | $17.9 萬 | 0.00% | −1,449−8.1% | 減碼 |
| Stifel Financial Corp | 16,281 | $17.8 萬 | 0.00% | +1,088+7.2% | 加碼 |
| E&G Advisors, LP | 16,192 | $17.7 萬 | 0.05% | 00.0% | 不變 |
| Kingdom Financial Group LLC. | 15,745 | $17.2 萬 | 0.15% | +15,745 | 新進 |
| Janney Montgomery Scott LLC | 15,654 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Franklin Resources Inc | 15,313 | $16.7 萬 | 0.00% | +15,313 | 新進 |
| Wetherby Asset Management Inc | 15,125 | $16.5 萬 | 0.01% | +15,125 | 新進 |
| Geneos Wealth Management Inc. | 14,834 | $16.2 萬 | 0.00% | −794−5.1% | 減碼 |
| Northstar Financial Companies, Inc. | 14,617 | $16.0 萬 | 0.17% | 00.0% | 不變 |
| Wedbush Securities Inc | 14,170 | $15.5 萬 | 0.01% | −799−5.3% | 減碼 |
| Accredited Investor Services, LLC | 14,007 | $15.3 萬 | 0.12% | −807−5.4% | 減碼 |
| Mayflower Financial Advisors, LLC | 14,000 | $15.3 萬 | 0.02% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 13,970 | $15.3 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 13,827 | $15.1 萬 | 0.00% | −1,496−9.8% | 減碼 |
| Investors Asset Management of Georgia Inc | 13,500 | $14.7 萬 | 0.07% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 13,500 | $14.7 萬 | 0.01% | 00.0% | 不變 |
| Elm3 Financial Group, LLC | 13,400 | $14.6 萬 | 0.12% | +1,000+8.1% | 加碼 |