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 4 季 13F 持有人
BlackRock Credit Allocation Income Trust 在 2025/12/31 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
- 156
- 較 2025 年第 3 季 +7 家
- 持有股數
- 3,417 萬
- 較 2025 年第 3 季 +96.5 萬 (+2.9%)
- 總市值
- $3.70 億
- 較 2025 年第 3 季 +$317.7 萬 (+0.9%)
- 新進機構
- 24
- 另有 45 家加碼
- 清倉機構
- 17
- 另有 52 家減碼
另有 2 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 6,430,309 | $6,964 萬 | 1.37% | +492,132+8.3% | 加碼 |
| Bank of America Corp | 5,316,094 | $5,757 萬 | 0.00% | +411,927+8.4% | 加碼 |
| Morgan Stanley | 5,039,088 | $5,457 萬 | 0.00% | −222,730−4.2% | 減碼 |
| Guggenheim Capital LLC | 1,989,430 | $2,155 萬 | 0.16% | +82,506+4.3% | 加碼 |
| Raymond James Financial Inc | 1,513,270 | $1,639 萬 | 0.01% | −7,416−0.5% | 減碼 |
| Wells Fargo & Company | 1,093,342 | $1,184 萬 | 0.00% | +33,774+3.2% | 加碼 |
| LPL Financial LLC | 995,529 | $1,078 萬 | 0.00% | +23,333+2.4% | 加碼 |
| Invesco Ltd. | 995,409 | $1,078 萬 | 0.00% | −270,221−21.4% | 減碼 |
| Royal Bank of Canada | 869,826 | $942.0 萬 | 0.00% | +12,255+1.4% | 加碼 |
| Capital Investment Advisors, LLC | 844,152 | $914.2 萬 | 0.14% | −65,322−7.2% | 減碼 |
| UBS Group AG | 671,245 | $727.0 萬 | 0.00% | +2,425+0.4% | 加碼 |
| Sowell Financial Services LLC | 654,542 | $708.9 萬 | 0.26% | −4,809−0.7% | 減碼 |
| Penserra Capital Management LLC | 649,831 | $703.7 萬 | 0.08% | +60,151+10.2% | 加碼 |
| Allspring Global Investments Holdings, LLC | 451,242 | $488.7 萬 | 0.01% | −298,746−39.8% | 減碼 |
| Cohen & Steers, Inc. | 331,022 | $358.5 萬 | 0.01% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 330,820 | $358.3 萬 | 0.02% | +48,674+17.3% | 加碼 |
| Ameriprise Financial Inc | 325,583 | $352.6 萬 | 0.00% | +73,382+29.1% | 加碼 |
| Smith Asset Management Co., LLC | 279,316 | $302.5 萬 | 2.50% | −7,502−2.6% | 減碼 |
| Emissary Wealth LLC | 264,350 | $286.3 萬 | 2.41% | +264,350 | 新進 |
| Edgemoor Investment Advisors, Inc. | 260,315 | $281.9 萬 | 0.22% | −5,938−2.2% | 減碼 |
| Cary Street Partners Financial LLC | 254,378 | $275.5 萬 | 0.07% | +22,229+9.6% | 加碼 |
| D.A. Davidson & Co. | 238,778 | $258.6 萬 | 0.02% | +31,006+14.9% | 加碼 |
| Thrivent Financial for Lutherans | 227,673 | $246.6 萬 | 0.00% | −9,438−4.0% | 減碼 |
| Cetera Investment Advisers | 209,031 | $226.4 萬 | 0.00% | +32,482+18.4% | 加碼 |
| Advisors Asset Management, Inc. | 194,313 | $210.4 萬 | 0.04% | −148,742−43.4% | 減碼 |
| Rareview Capital LLC | 142,441 | $155.5 萬 | 1.01% | −37,853−21.0% | 減碼 |
| Private Trust Co NA | 134,849 | $146.0 萬 | 0.13% | 00.0% | 不變 |
| First Trust Advisors LP | 131,186 | $142.1 萬 | 0.00% | +5,295+4.2% | 加碼 |
| Waterfront Wealth Inc. | 111,912 | $118.3 萬 | 0.22% | +2,057+1.9% | 加碼 |
| Diesslin Group, Inc. | 108,167 | $117.1 萬 | 0.47% | +108,167 | 新進 |
| Ibex Wealth Advisors | 107,648 | $116.6 萬 | 0.11% | −8,455−7.3% | 減碼 |
| Marks Group Wealth Management, Inc | 97,838 | $106.0 萬 | 0.10% | 00.0% | 不變 |
| Prevail Innovative Wealth Advisors, LLC | 91,191 | $98.8 萬 | 0.18% | +39,136+75.2% | 加碼 |
| Fell Capital Management | 84,684 | $91.7 萬 | 0.89% | +84,684 | 新進 |
| Stolper Co | 82,079 | $88.9 萬 | 0.26% | +1,783+2.2% | 加碼 |
| Mount Yale Investment Advisors, LLC | 81,558 | $88.3 萬 | 0.04% | +1,332+1.7% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 81,558 | $88.3 萬 | 0.01% | +81,558 | 新進 |
| Jane Street Group, LLC | 78,164 | $84.7 萬 | 0.00% | +4,373+5.9% | 加碼 |
| CI Private Wealth, LLC | 78,006 | $84.5 萬 | 0.00% | +78,006 | 新進 |
| Northwestern Mutual Wealth Management Co | 77,614 | $84.1 萬 | 0.00% | +1,610+2.1% | 加碼 |
| Rockefeller Capital Management L.P. | 77,504 | $83.9 萬 | 0.00% | −2,483−3.1% | 減碼 |
| Colony Group, LLC | 72,500 | $78.5 萬 | 0.00% | −271−0.4% | 減碼 |
| Principal Securities, Inc. | 70,053 | $75.9 萬 | 0.01% | −7,611−9.8% | 減碼 |
| Lido Advisors, LLC | 66,816 | $73.8 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 61,952 | $67.1 萬 | 0.00% | +6,026+10.8% | 加碼 |
| Chicago Partners Investment Group LLC | 57,056 | $60.3 萬 | 0.01% | 00.0% | 不變 |
| Shulman DeMeo Asset Management LLC | 54,004 | $58.5 萬 | 0.13% | −90−0.2% | 減碼 |
| Johnson Financial Group, Inc. | 53,707 | $58.2 萬 | 0.02% | −1,793−3.2% | 減碼 |
| Shaker Financial Services, LLC | 53,561 | $58.0 萬 | 0.18% | +20,561+62.3% | 加碼 |
| Alteri Wealth LLC | 51,845 | $56.1 萬 | 0.18% | +2,001+4.0% | 加碼 |
| Susquehanna International Group, LLP | 51,278 | $55.5 萬 | 0.00% | +24,854+94.1% | 加碼 |
| Pin Oak Investment Advisors Inc | 50,130 | $53.6 萬 | 0.38% | +450+0.9% | 加碼 |
| WealthShield Partners, LLC | 49,359 | $53.5 萬 | 0.06% | −954−1.9% | 減碼 |
| Uncommon Cents Investing LLC | 46,591 | $50.5 萬 | 0.12% | −1,611−3.3% | 減碼 |
| EP Wealth Advisors, LLC | 46,277 | $50.1 萬 | 0.00% | +46,277 | 新進 |
| Horizon Kinetics Asset Management LLC | 40,534 | $43.9 萬 | 0.01% | 00.0% | 不變 |
| Mezzasalma Advisors, LLC | 35,930 | $38.8 萬 | 0.09% | +811+2.3% | 加碼 |
| Ellis Investment Partners, LLC | 34,647 | $37.5 萬 | 0.07% | −72−0.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 34,455 | $37.3 萬 | 0.02% | +12,565+57.4% | 加碼 |
| Envestnet Asset Management Inc | 33,426 | $36.2 萬 | 0.00% | −329−1.0% | 減碼 |
| Broyhill Asset Management | 32,500 | $35.2 萬 | 0.31% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 32,114 | $34.8 萬 | 0.01% | −3,940−10.9% | 減碼 |
| MML Investors Services, LLC | 31,823 | $34.5 萬 | 0.00% | −1,207−3.7% | 減碼 |
| RSM US Wealth Management LLC | 31,425 | $34.3 萬 | 0.00% | −376−1.2% | 減碼 |
| Closed-End Fund Advisors, Inc. | 31,590 | $34.2 萬 | 0.20% | +31,590 | 新進 |
| Concurrent Investment Advisors, LLC | 31,174 | $33.8 萬 | 0.00% | +188+0.6% | 加碼 |
| HRT Financial LP | 30,915 | $33.4 萬 | 0.00% | +7,102+29.8% | 加碼 |
| GWM Advisors LLC | 29,385 | $31.8 萬 | 0.00% | −500−1.7% | 減碼 |
| Palogic Value Management, L.P. | 29,366 | $31.8 萬 | 0.14% | 00.0% | 不變 |
| MGB Wealth Management, LLC | 29,079 | $31.5 萬 | 0.09% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 28,470 | $30.8 萬 | 0.02% | −3,450−10.8% | 減碼 |
| Global Retirement Partners, LLC | 28,357 | $30.7 萬 | 0.01% | +28,258+28,543.4% | 加碼 |
| Mariner, LLC | 27,908 | $30.2 萬 | 0.00% | +364+1.3% | 加碼 |
| Truist Financial Corp | 27,832 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 27,600 | $29.9 萬 | 0.00% | +1,102+4.2% | 加碼 |
| Prospera Financial Services Inc | 25,830 | $28.0 萬 | 0.00% | +181+0.7% | 加碼 |
| Evergreen Capital Management LLC | 22,966 | $24.9 萬 | 0.01% | −410−1.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 22,023 | $23.9 萬 | 0.00% | −9,666−30.5% | 減碼 |
| SMH Capital Advisors Inc | 21,869 | $23.7 萬 | 0.48% | −254−1.1% | 減碼 |
| Creekside Partners | 21,774 | $23.6 萬 | 0.10% | +41+0.2% | 加碼 |
| Park Edge Advisors, LLC | 21,725 | $23.5 萬 | 0.05% | +10,491+93.4% | 加碼 |
| Janney Montgomery Scott LLC | 20,037 | $21.7 萬 | 0.00% | +2,383+13.5% | 加碼 |
| Nwam LLC | 19,267 | $20.5 萬 | 0.01% | −2,000−9.4% | 減碼 |
| 180 Wealth Advisors, LLC | 18,416 | $19.9 萬 | 0.02% | 00.0% | 不變 |
| Merit Financial Group, LLC | 18,390 | $19.9 萬 | 0.00% | −1,409−7.1% | 減碼 |
| Valley Brook Capital Group | 18,220 | $19.7 萬 | 0.13% | −3,390−15.7% | 減碼 |
| Warren Averett Asset Management, LLC | 17,760 | $19.2 萬 | 0.00% | −3,562−16.7% | 減碼 |
| Stifel Financial Corp | 16,647 | $18.0 萬 | 0.00% | +30+0.2% | 加碼 |
| Future Financial Wealth Managment LLC | 17,000 | $17.9 萬 | 0.12% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 16,431 | $17.8 萬 | 0.00% | +30.0% | 加碼 |
| Private Advisor Group, LLC | 16,063 | $17.4 萬 | 0.00% | −1,132−6.6% | 減碼 |
| Park Avenue Securities LLC | 15,095 | $16.3 萬 | 0.00% | −1,906−11.2% | 減碼 |
| Mueller Wealth, LLC | 14,196 | $15.4 萬 | 0.13% | +14,196 | 新進 |
| Affiance Financial, LLC | 14,100 | $15.3 萬 | 0.02% | 00.0% | 不變 |
| E&G Advisors, LP | 13,892 | $15.0 萬 | 0.03% | −1,800−11.5% | 減碼 |
| Clearstead Advisors, LLC | 13,723 | $14.9 萬 | 0.00% | +181+1.3% | 加碼 |
| Mayflower Financial Advisors, LLC | 13,500 | $14.6 萬 | 0.02% | −500−3.6% | 減碼 |
| Investors Asset Management of Georgia Inc | 13,500 | $14.6 萬 | 0.06% | 00.0% | 不變 |
| Crescent Grove Advisors, LLC | 13,500 | $14.6 萬 | 0.01% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 13,312 | $14.4 萬 | 0.00% | −684−4.9% | 減碼 |