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 |
|---|---|---|---|---|---|
| Evolution Wealth Management Inc. | 65 | $710 | 0.00% | +65 | 新進 |
| Global Retirement Partners, LLC | 99 | $1,081 | 0.00% | +99 | 新進 |
| Wolff Wiese Magana LLC | 200 | $2,184 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 217 | $2,371 | 0.00% | −495−69.5% | 減碼 |
| Spire Wealth Management | 283 | $3,090 | 0.00% | 00.0% | 不變 |
| FMR LLC | 400 | $4,368 | 0.00% | −177−30.7% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 413 | $4,510 | 0.00% | +413 | 新進 |
| Huntington National Bank | – | $5,646 | 0.00% | – | – |
| Gen-Wealth Partners Inc | 575 | $6,279 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 812 | $8,867 | 0.00% | −143−15.0% | 減碼 |
| NBC Securities, Inc. | 1,000 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 999 | $1.09 萬 | 0.00% | −84−7.8% | 減碼 |
| CoreCap Advisors, LLC | 1,086 | $1.19 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 12,803 | $1.28 萬 | 0.00% | −290−2.2% | 減碼 |
| North Star Investment Management Corp. | 1,233 | $1.35 萬 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,378 | $1.50 萬 | 0.00% | 00.0% | 不變 |
| Comerica Bank | 1,718 | $1.88 萬 | 0.00% | −2,979−63.4% | 減碼 |
| First PREMIER Bank | 1,700 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 1,964 | $2.14 萬 | 0.01% | −1,000−33.7% | 減碼 |
| GPS Wealth Strategies Group, LLC | 2,250 | $2.46 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 2,419 | $2.60 萬 | 0.00% | 00.0% | 不變 |
| Kentucky Trust Co | 2,718 | $2.97 萬 | 0.02% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 3,922 | $4.28 萬 | 0.00% | −764−16.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4,400 | $4.80 萬 | 0.00% | +400+10.0% | 加碼 |
| The PNC Financial Services Group, Inc. | 4,472 | $4.88 萬 | 0.00% | −4,899−52.3% | 減碼 |
| Eastern Bank | 5,670 | $6.19 萬 | 0.00% | 00.0% | 不變 |
| MAI Capital Management | 6,070 | $6.63 萬 | 0.00% | +90+1.5% | 加碼 |
| WPG Advisers, LLC | 6,193 | $6.76 萬 | 0.06% | −1,207−16.3% | 減碼 |
| Ameritas Advisory Services, LLC | 6,969 | $7.61 萬 | 0.00% | +6,969 | 新進 |
| Newbridge Financial Services Group, Inc. | 7,830 | $8.55 萬 | 0.01% | +7,830 | 新進 |
| UMA Financial Services, Inc. | 10,000 | $10.9 萬 | 0.02% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 10,280 | $11.2 萬 | 0.00% | +10,280 | 新進 |
| ProVise Management Group, LLC | 10,517 | $11.5 萬 | 0.01% | −1,576−13.0% | 減碼 |
| Oak Family Advisors, LLC | 10,929 | $11.9 萬 | 0.04% | −1,000−8.4% | 減碼 |
| Park Edge Advisors, LLC | 10,982 | $12.0 萬 | 0.03% | +10,982 | 新進 |
| Tyche Wealth Partners LLC | 11,000 | $12.0 萬 | 0.02% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 11,449 | $12.5 萬 | 0.00% | −873−7.1% | 減碼 |
| Oarsman Capital, Inc. | 11,558 | $12.6 萬 | 0.02% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 11,762 | $12.8 萬 | 0.06% | +111+1.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 12,674 | $13.8 萬 | 0.02% | −335−2.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 12,704 | $13.9 萬 | 0.00% | +561+4.6% | 加碼 |
| Miller Financial Services LLC | 13,000 | $14.2 萬 | 0.18% | 00.0% | 不變 |
| Melfa Wealth Management, LLC | 13,236 | $14.5 萬 | 0.09% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 13,366 | $14.6 萬 | 0.00% | +177+1.3% | 加碼 |
| Elm3 Financial Group, LLC | 13,400 | $14.6 萬 | 0.12% | +1,000+8.1% | 加碼 |
| 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 |
| HighTower Advisors, LLC | 13,827 | $15.1 萬 | 0.00% | −1,496−9.8% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 13,970 | $15.3 萬 | 0.01% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 14,000 | $15.3 萬 | 0.02% | 00.0% | 不變 |
| Accredited Investor Services, LLC | 14,007 | $15.3 萬 | 0.12% | −807−5.4% | 減碼 |
| Wedbush Securities Inc | 14,170 | $15.5 萬 | 0.01% | −799−5.3% | 減碼 |
| Northstar Financial Companies, Inc. | 14,617 | $16.0 萬 | 0.17% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 14,834 | $16.2 萬 | 0.00% | −794−5.1% | 減碼 |
| Wetherby Asset Management Inc | 15,125 | $16.5 萬 | 0.01% | +15,125 | 新進 |
| Franklin Resources Inc | 15,313 | $16.7 萬 | 0.00% | +15,313 | 新進 |
| Janney Montgomery Scott LLC | 15,654 | $17.1 萬 | 0.00% | 00.0% | 不變 |
| Kingdom Financial Group LLC. | 15,745 | $17.2 萬 | 0.15% | +15,745 | 新進 |
| E&G Advisors, LP | 16,192 | $17.7 萬 | 0.05% | 00.0% | 不變 |
| Stifel Financial Corp | 16,281 | $17.8 萬 | 0.00% | +1,088+7.2% | 加碼 |
| Park Avenue Securities LLC | 16,365 | $17.9 萬 | 0.00% | −1,449−8.1% | 減碼 |
| Integrated Wealth Concepts LLC | 16,423 | $17.9 萬 | 0.00% | +50.0% | 加碼 |
| Private Advisor Group, LLC | 16,602 | $18.1 萬 | 0.00% | +89+0.5% | 加碼 |
| Future Financial Wealth Managment LLC | 17,000 | $18.6 萬 | 0.13% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 18,000 | $19.7 萬 | 0.07% | 00.0% | 不變 |
| 180 Wealth Advisors, LLC | 18,416 | $20.1 萬 | 0.03% | 00.0% | 不變 |
| Merit Financial Group, LLC | 19,984 | $21.8 萬 | 0.00% | +6,860+52.3% | 加碼 |
| Affiance Financial, LLC | 20,000 | $21.8 萬 | 0.04% | 00.0% | 不變 |
| Valley Brook Capital Group | 21,534 | $23.5 萬 | 0.18% | +77+0.4% | 加碼 |
| Creekside Partners | 21,693 | $23.7 萬 | 0.11% | +40+0.2% | 加碼 |
| SMH Capital Advisors Inc | 21,831 | $23.8 萬 | 0.54% | −228−1.0% | 減碼 |
| Flagship Harbor Advisors, LLC | 21,890 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Nwam LLC | 22,067 | $24.3 萬 | 0.01% | +22,067 | 新進 |
| Concurrent Investment Advisors, LLC | 22,375 | $24.4 萬 | 0.00% | −44−0.2% | 減碼 |
| Warren Averett Asset Management, LLC | 22,845 | $24.9 萬 | 0.00% | −650−2.8% | 減碼 |
| Evergreen Capital Management LLC | 27,097 | $29.6 萬 | 0.01% | −379,631−93.3% | 減碼 |
| Oppenheimer & Co Inc | 27,687 | $30.2 萬 | 0.00% | −1,975−6.7% | 減碼 |
| Truist Financial Corp | 27,832 | $30.4 萬 | 0.00% | 00.0% | 不變 |
| Kovitz Investment Group Partners, LLC | 28,270 | $30.9 萬 | 0.00% | +9,870+53.6% | 加碼 |
| Mariner, LLC | 28,525 | $31.1 萬 | 0.00% | −5,086−15.1% | 減碼 |
| Prospera Financial Services Inc | 28,772 | $31.4 萬 | 0.01% | +28,772 | 新進 |
| GWM Advisors LLC | 28,785 | $31.4 萬 | 0.00% | +4,990+21.0% | 加碼 |
| Palogic Value Management, L.P. | 29,366 | $32.1 萬 | 0.13% | −1,718−5.5% | 減碼 |
| StoneX Group Inc. | 29,631 | $32.4 萬 | 0.02% | −37,557−55.9% | 減碼 |
| Commonwealth Equity Services, LLC | 30,979 | $33.8 萬 | 0.00% | +1,378+4.7% | 加碼 |
| Envestnet Asset Management Inc | 31,753 | $34.7 萬 | 0.00% | +6,309+24.8% | 加碼 |
| International Assets Investment Management, LLC | 31,920 | $34.9 萬 | 0.03% | 00.0% | 不變 |
| Broyhill Asset Management | 32,500 | $35.5 萬 | 0.32% | 00.0% | 不變 |
| MML Investors Services, LLC | 32,496 | $35.5 萬 | 0.00% | +32,496 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 32,599 | $35.6 萬 | 0.00% | −6,318−16.2% | 減碼 |
| Ellis Investment Partners, LLC | 34,341 | $37.5 萬 | 0.07% | +381+1.1% | 加碼 |
| Mezzasalma Advisors, LLC | 35,876 | $39.2 萬 | 0.12% | +813+2.3% | 加碼 |
| RSM US Wealth Management LLC | 36,949 | $40.3 萬 | 0.01% | −300−0.8% | 減碼 |
| MGB Wealth Management, LLC | 38,424 | $42.0 萬 | 0.14% | +38,424 | 新進 |
| Wela Strategies, Inc. | 43,406 | $47.4 萬 | 0.19% | −43−0.1% | 減碼 |
| Alteri Wealth LLC | 48,216 | $52.7 萬 | 0.20% | +7,286+17.8% | 加碼 |
| Uncommon Cents Investing LLC | 48,465 | $52.9 萬 | 0.14% | −167−0.3% | 減碼 |
| Pin Oak Investment Advisors Inc | 49,680 | $53.2 萬 | 0.45% | −483−1.0% | 減碼 |
| WealthShield Partners, LLC | 50,937 | $55.6 萬 | 0.07% | −6,500−11.3% | 減碼 |
| Horizon Kinetics Asset Management LLC | 51,023 | $55.7 萬 | 0.01% | 00.0% | 不變 |