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 3 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2025/9/30 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
- 151
- 較 2025 年第 2 季 +8 家
- 持有股數
- 3,327 萬
- 較 2025 年第 2 季 −27.8 萬 (−0.8%)
- 總市值
- $3.67 億
- 較 2025 年第 2 季 +$122.6 萬 (+0.3%)
- 新進機構
- 20
- 另有 44 家加碼
- 清倉機構
- 12
- 另有 43 家減碼
另有 1 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Huntington National Bank | – | $22 | 0.00% | – | – |
| Tower Research Capital LLC (TRC) | 4 | $44 | 0.00% | +4 | 新進 |
| Wealthspire Advisors, LLC | 14 | $155 | 0.00% | +14 | 新進 |
| Global Retirement Partners, LLC | 99 | $1,094 | 0.00% | 00.0% | 不變 |
| Wolff Wiese Magana LLC | 200 | $2,210 | 0.00% | 00.0% | 不變 |
| Costello Asset Management, INC | 222 | $2,454 | 0.00% | +5+2.3% | 加碼 |
| Geneos Wealth Management Inc. | 240 | $2,652 | 0.00% | −14,594−98.4% | 減碼 |
| Gen-Wealth Partners Inc | 575 | $6,354 | 0.00% | 00.0% | 不變 |
| Measured Wealth Private Client Group, LLC | 750 | $8,288 | 0.00% | +750 | 新進 |
| Harbour Investments, Inc. | 812 | $8,973 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 919 | $1.01 萬 | 0.00% | +636+224.7% | 加碼 |
| NBC Securities, Inc. | 1,000 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| Pacifica Partners Inc. | 1,029 | $1.14 萬 | 0.00% | +30+3.0% | 加碼 |
| CoreCap Advisors, LLC | 1,086 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 12,803 | $1.28 萬 | 0.00% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,233 | $1.36 萬 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,378 | $1.52 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,617 | $1.79 萬 | 0.00% | −2,855−63.8% | 減碼 |
| Allworth Financial LP | 1,707 | $1.89 萬 | 0.00% | +1,707 | 新進 |
| First PREMIER Bank | 1,700 | $1.90 萬 | 0.00% | 00.0% | 不變 |
| Turim 21 Investimentos Ltda. | 1,840 | $2.03 萬 | 0.01% | +1,840 | 新進 |
| Assetmark, Inc | 1,942 | $2.15 萬 | 0.00% | +1,942 | 新進 |
| GPS Wealth Strategies Group, LLC | 2,250 | $2.49 萬 | 0.00% | 00.0% | 不變 |
| CWM, LLC | 2,419 | $2.70 萬 | 0.00% | 00.0% | 不變 |
| Kentucky Trust Co | 2,718 | $3.00 萬 | 0.02% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 3,937 | $4.37 萬 | 0.00% | +15+0.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 4,000 | $4.42 萬 | 0.00% | −400−9.1% | 減碼 |
| Comerica Bank | 4,063 | $4.49 萬 | 0.00% | +2,345+136.5% | 加碼 |
| Caitlin John, LLC | 5,300 | $5.86 萬 | 0.04% | +5,300 | 新進 |
| Eastern Bank | 5,670 | $6.27 萬 | 0.00% | 00.0% | 不變 |
| WPG Advisers, LLC | 6,024 | $6.66 萬 | 0.05% | −169−2.7% | 減碼 |
| MAI Capital Management | 6,060 | $6.70 萬 | 0.00% | −10−0.2% | 減碼 |
| Noble Wealth Management PBC | 6,441 | $7.12 萬 | 0.04% | +6,441 | 新進 |
| Ameritas Advisory Services, LLC | 6,969 | $7.70 萬 | 0.01% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 7,830 | $8.65 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 9,316 | $10.3 萬 | 0.00% | +9,316 | 新進 |
| UMA Financial Services, Inc. | 10,000 | $11.1 萬 | 0.02% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 10,216 | $11.3 萬 | 0.00% | +10,216 | 新進 |
| ProVise Management Group, LLC | 10,517 | $11.6 萬 | 0.01% | 00.0% | 不變 |
| PMG Family Office LLC | 10,927 | $12.1 萬 | 0.13% | +10,927 | 新進 |
| Oak Family Advisors, LLC | 10,929 | $12.1 萬 | 0.04% | 00.0% | 不變 |
| Tyche Wealth Partners LLC | 11,000 | $12.2 萬 | 0.02% | 00.0% | 不變 |
| Wedbush Securities Inc | 11,199 | $12.4 萬 | 0.00% | −2,971−21.0% | 減碼 |
| Park Edge Advisors, LLC | 11,234 | $12.4 萬 | 0.03% | +252+2.3% | 加碼 |
| Mercer Global Advisors Inc | 11,449 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Oarsman Capital, Inc. | 11,558 | $12.8 萬 | 0.02% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 12,806 | $14.2 萬 | 0.06% | +1,044+8.9% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 13,996 | $14.3 萬 | 0.00% | +1,292+10.2% | 加碼 |
| Miller Financial Services LLC | 13,000 | $14.4 萬 | 0.17% | 00.0% | 不變 |
| Canal Capital Management, LLC | 13,138 | $14.5 萬 | 0.02% | +13,138 | 新進 |
| Melfa Wealth Management, LLC | 13,236 | $14.6 萬 | 0.09% | 00.0% | 不變 |
| Elm3 Financial Group, LLC | 13,400 | $14.8 萬 | 0.12% | 00.0% | 不變 |
| Accredited Investor Services, LLC | 13,445 | $14.9 萬 | 0.10% | −562−4.0% | 減碼 |
| Investors Asset Management of Georgia Inc | 13,500 | $14.9 萬 | 0.06% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 13,500 | $14.9 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 13,542 | $15.0 萬 | 0.00% | +176+1.3% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 13,905 | $15.4 萬 | 0.02% | +1,231+9.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 13,970 | $15.4 萬 | 0.01% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 14,000 | $15.5 萬 | 0.02% | 00.0% | 不變 |
| Affiance Financial, LLC | 14,100 | $15.6 萬 | 0.03% | −5,900−29.5% | 減碼 |
| Northstar Financial Companies, Inc. | 14,617 | $16.2 萬 | 0.15% | 00.0% | 不變 |
| Adapt Wealth Advisors, LLC | 15,000 | $16.6 萬 | 0.06% | +15,000 | 新進 |
| Wetherby Asset Management Inc | 15,125 | $16.7 萬 | 0.01% | 00.0% | 不變 |
| E&G Advisors, LP | 15,692 | $17.3 萬 | 0.04% | −500−3.1% | 減碼 |
| Integrated Wealth Concepts LLC | 16,428 | $18.2 萬 | 0.00% | +50.0% | 加碼 |
| Stifel Financial Corp | 16,617 | $18.4 萬 | 0.00% | +336+2.1% | 加碼 |
| Future Financial Wealth Managment LLC | 17,000 | $18.8 萬 | 0.12% | 00.0% | 不變 |
| Park Avenue Securities LLC | 17,001 | $18.8 萬 | 0.00% | +636+3.9% | 加碼 |
| Private Advisor Group, LLC | 17,195 | $19.0 萬 | 0.00% | +593+3.6% | 加碼 |
| Janney Montgomery Scott LLC | 17,654 | $19.5 萬 | 0.00% | +2,000+12.8% | 加碼 |
| 180 Wealth Advisors, LLC | 18,416 | $20.3 萬 | 0.02% | 00.0% | 不變 |
| Merit Financial Group, LLC | 19,799 | $21.9 萬 | 0.00% | −185−0.9% | 減碼 |
| Nwam LLC | 21,267 | $23.5 萬 | 0.01% | −800−3.6% | 減碼 |
| Warren Averett Asset Management, LLC | 21,322 | $23.6 萬 | 0.00% | −1,523−6.7% | 減碼 |
| Valley Brook Capital Group | 21,610 | $23.9 萬 | 0.16% | +76+0.4% | 加碼 |
| Creekside Partners | 21,733 | $24.0 萬 | 0.11% | +40+0.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 21,890 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| SMH Capital Advisors Inc | 22,123 | $24.7 萬 | 0.50% | +292+1.3% | 加碼 |
| Evergreen Capital Management LLC | 23,376 | $25.8 萬 | 0.01% | −3,721−13.7% | 減碼 |
| HRT Financial LP | 23,813 | $26.3 萬 | 0.00% | +23,813 | 新進 |
| Virtu Financial LLC | 23,970 | $26.5 萬 | 0.01% | +23,970 | 新進 |
| Oppenheimer & Co Inc | 25,411 | $28.1 萬 | 0.00% | −2,276−8.2% | 減碼 |
| Prospera Financial Services Inc | 25,649 | $28.3 萬 | 0.00% | −3,123−10.9% | 減碼 |
| Susquehanna International Group, LLP | 26,424 | $29.2 萬 | 0.00% | +26,424 | 新進 |
| Commonwealth Equity Services, LLC | 26,498 | $29.3 萬 | 0.00% | −4,481−14.5% | 減碼 |
| Mariner, LLC | 27,544 | $30.4 萬 | 0.00% | −981−3.4% | 減碼 |
| Truist Financial Corp | 27,832 | $30.8 萬 | 0.00% | 00.0% | 不變 |
| MGB Wealth Management, LLC | 29,079 | $32.1 萬 | 0.09% | −9,345−24.3% | 減碼 |
| Palogic Value Management, L.P. | 29,366 | $32.4 萬 | 0.14% | 00.0% | 不變 |
| GWM Advisors LLC | 29,885 | $33.0 萬 | 0.00% | +1,100+3.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 30,986 | $34.2 萬 | 0.01% | +8,611+38.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 31,689 | $35.0 萬 | 0.00% | −910−2.8% | 減碼 |
| International Assets Investment Management, LLC | 31,920 | $35.1 萬 | 0.03% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 31,801 | $35.1 萬 | 0.00% | −5,148−13.9% | 減碼 |
| Broyhill Asset Management | 32,500 | $35.9 萬 | 0.31% | 00.0% | 不變 |
| Shaker Financial Services, LLC | 33,000 | $36.5 萬 | 0.13% | +15,000+83.3% | 加碼 |
| MML Investors Services, LLC | 33,030 | $36.5 萬 | 0.00% | +534+1.6% | 加碼 |
| Envestnet Asset Management Inc | 33,755 | $37.3 萬 | 0.00% | +2,002+6.3% | 加碼 |
| Ellis Investment Partners, LLC | 34,719 | $38.4 萬 | 0.07% | +378+1.1% | 加碼 |
| Mezzasalma Advisors, LLC | 35,119 | $38.8 萬 | 0.10% | −757−2.1% | 減碼 |