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 |
|---|---|---|---|---|---|
| Lloyd Advisory Services, LLC. | 1 | $7 | 0.00% | +1 | 新進 |
| Huntington National Bank | – | $22 | 0.00% | – | – |
| JPMorgan Chase & Co | 11 | $119 | 0.00% | +11 | 新進 |
| Tower Research Capital LLC (TRC) | 20 | $217 | 0.00% | +16+400.0% | 加碼 |
| McGuire Capital Advisors Inc | 100 | $1,083 | 0.00% | +100 | 新進 |
| Wolff Wiese Magana LLC | 200 | $2,166 | 0.00% | 00.0% | 不變 |
| Wolverine Asset Management LLC | 200 | $2,166 | 0.00% | +200 | 新進 |
| Signature Equity Partners, LLC | 200 | $2,166 | 0.00% | +200 | 新進 |
| Geneos Wealth Management Inc. | 240 | $2,599 | 0.00% | 00.0% | 不變 |
| Spire Wealth Management | 284 | $3,071 | 0.00% | −635−69.1% | 減碼 |
| Caitlin John, LLC | 400 | $4,332 | 0.00% | −4,900−92.5% | 減碼 |
| Godfrey Financial Associates, Inc. | 500 | $5,415 | 0.00% | +500 | 新進 |
| Gen-Wealth Partners Inc | 575 | $6,227 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 677 | $7,332 | 0.00% | −135−16.6% | 減碼 |
| Measured Wealth Private Client Group, LLC | 750 | $8,123 | 0.00% | 00.0% | 不變 |
| NBC Securities, Inc. | 1,000 | $1.08 萬 | 0.00% | 00.0% | 不變 |
| Caldwell Trust Co | 1,049 | $1.14 萬 | 0.00% | +1,049 | 新進 |
| CoreCap Advisors, LLC | 1,086 | $1.18 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 | $1.34 萬 | 0.00% | 00.0% | 不變 |
| Webster Bank, N. A. | 1,378 | $1.49 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 1,617 | $1.75 萬 | 0.00% | 00.0% | 不變 |
| Turim 21 Investimentos Ltda. | 1,633 | $1.77 萬 | 0.01% | −207−11.3% | 減碼 |
| Assetmark, Inc | 1,645 | $1.78 萬 | 0.00% | −297−15.3% | 減碼 |
| First PREMIER Bank | 1,700 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,758 | $1.90 萬 | 0.00% | +1,758 | 新進 |
| Kentucky Trust Co | 2,718 | $2.94 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 2,830 | $3.10 萬 | 0.00% | +411+17.0% | 加碼 |
| Comerica Bank | 3,433 | $3.72 萬 | 0.00% | −630−15.5% | 減碼 |
| Sound Income Strategies, LLC | 3,952 | $4.21 萬 | 0.00% | +15+0.4% | 加碼 |
| MAI Capital Management | 5,489 | $5.94 萬 | 0.00% | −571−9.4% | 減碼 |
| WPG Advisers, LLC | 5,583 | $6.05 萬 | 0.04% | −441−7.3% | 減碼 |
| Eastern Bank | 5,670 | $6.14 萬 | 0.00% | 00.0% | 不變 |
| Noble Wealth Management PBC | 6,441 | $6.98 萬 | 0.04% | 00.0% | 不變 |
| UMA Financial Services, Inc. | 10,000 | $10.8 萬 | 0.02% | 00.0% | 不變 |
| ProVise Management Group, LLC | 10,006 | $10.8 萬 | 0.01% | −511−4.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 10,502 | $11.4 萬 | 0.00% | +10,502 | 新進 |
| Integrity Advisory Solutions, LLC | 10,747 | $11.6 萬 | 0.02% | +10,747 | 新進 |
| Oak Family Advisors, LLC | 10,929 | $11.8 萬 | 0.04% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 10,970 | $11.9 萬 | 0.01% | −3,000−21.5% | 減碼 |
| Tyche Wealth Partners LLC | 11,000 | $11.9 萬 | 0.02% | 00.0% | 不變 |
| Canal Capital Management, LLC | 11,138 | $12.1 萬 | 0.02% | −2,000−15.2% | 減碼 |
| Evolve Private Wealth, LLC | 11,253 | $12.2 萬 | 0.01% | +11,253 | 新進 |
| Citadel Advisors LLC | 11,258 | $12.2 萬 | 0.00% | +11,258 | 新進 |
| Wedbush Securities Inc | 11,255 | $12.2 萬 | 0.00% | +56+0.5% | 加碼 |
| Elm3 Financial Group, LLC | 11,400 | $12.3 萬 | 0.10% | −2,000−14.9% | 減碼 |
| Equitable Holdings, Inc. | 11,830 | $12.8 萬 | 0.00% | +1,614+15.8% | 加碼 |
| Millennium Management LLC | 12,580 | $13.6 萬 | 0.00% | +12,580 | 新進 |
| Accredited Investor Services, LLC | 12,649 | $13.7 萬 | 0.09% | −796−5.9% | 減碼 |
| Morris Retirement Advisors, LLC | 12,940 | $14.0 萬 | 0.06% | +134+1.0% | 加碼 |
| Miller Financial Services LLC | 13,000 | $14.1 萬 | 0.17% | 00.0% | 不變 |
| Chapin Davis, Inc. | 13,000 | $14.1 萬 | 0.03% | +13,000 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 13,162 | $14.3 萬 | 0.01% | −743−5.3% | 減碼 |
| Landscape Capital Management, L.L.C. | 13,190 | $14.3 萬 | 0.01% | +13,190 | 新進 |
| Goldman Sachs Group Inc | 13,205 | $14.3 萬 | 0.00% | +13,205 | 新進 |
| Melfa Wealth Management, LLC | 13,236 | $14.3 萬 | 0.08% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 13,312 | $14.4 萬 | 0.00% | −684−4.9% | 減碼 |
| 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 |
| Clearstead Advisors, LLC | 13,723 | $14.9 萬 | 0.00% | +181+1.3% | 加碼 |
| E&G Advisors, LP | 13,892 | $15.0 萬 | 0.03% | −1,800−11.5% | 減碼 |
| Affiance Financial, LLC | 14,100 | $15.3 萬 | 0.02% | 00.0% | 不變 |
| Mueller Wealth, LLC | 14,196 | $15.4 萬 | 0.13% | +14,196 | 新進 |
| Park Avenue Securities LLC | 15,095 | $16.3 萬 | 0.00% | −1,906−11.2% | 減碼 |
| Private Advisor Group, LLC | 16,063 | $17.4 萬 | 0.00% | −1,132−6.6% | 減碼 |
| Integrated Wealth Concepts LLC | 16,431 | $17.8 萬 | 0.00% | +30.0% | 加碼 |
| Future Financial Wealth Managment LLC | 17,000 | $17.9 萬 | 0.12% | 00.0% | 不變 |
| Stifel Financial Corp | 16,647 | $18.0 萬 | 0.00% | +30+0.2% | 加碼 |
| Warren Averett Asset Management, LLC | 17,760 | $19.2 萬 | 0.00% | −3,562−16.7% | 減碼 |
| Valley Brook Capital Group | 18,220 | $19.7 萬 | 0.13% | −3,390−15.7% | 減碼 |
| Merit Financial Group, LLC | 18,390 | $19.9 萬 | 0.00% | −1,409−7.1% | 減碼 |
| 180 Wealth Advisors, LLC | 18,416 | $19.9 萬 | 0.02% | 00.0% | 不變 |
| Nwam LLC | 19,267 | $20.5 萬 | 0.01% | −2,000−9.4% | 減碼 |
| Janney Montgomery Scott LLC | 20,037 | $21.7 萬 | 0.00% | +2,383+13.5% | 加碼 |
| Park Edge Advisors, LLC | 21,725 | $23.5 萬 | 0.05% | +10,491+93.4% | 加碼 |
| Creekside Partners | 21,774 | $23.6 萬 | 0.10% | +41+0.2% | 加碼 |
| SMH Capital Advisors Inc | 21,869 | $23.7 萬 | 0.48% | −254−1.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 22,023 | $23.9 萬 | 0.00% | −9,666−30.5% | 減碼 |
| Evergreen Capital Management LLC | 22,966 | $24.9 萬 | 0.01% | −410−1.8% | 減碼 |
| Prospera Financial Services Inc | 25,830 | $28.0 萬 | 0.00% | +181+0.7% | 加碼 |
| Commonwealth Equity Services, LLC | 27,600 | $29.9 萬 | 0.00% | +1,102+4.2% | 加碼 |
| Truist Financial Corp | 27,832 | $30.1 萬 | 0.00% | 00.0% | 不變 |
| Mariner, LLC | 27,908 | $30.2 萬 | 0.00% | +364+1.3% | 加碼 |
| Global Retirement Partners, LLC | 28,357 | $30.7 萬 | 0.01% | +28,258+28,543.4% | 加碼 |
| International Assets Investment Management, LLC | 28,470 | $30.8 萬 | 0.02% | −3,450−10.8% | 減碼 |
| MGB Wealth Management, LLC | 29,079 | $31.5 萬 | 0.09% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 29,366 | $31.8 萬 | 0.14% | 00.0% | 不變 |
| GWM Advisors LLC | 29,385 | $31.8 萬 | 0.00% | −500−1.7% | 減碼 |
| HRT Financial LP | 30,915 | $33.4 萬 | 0.00% | +7,102+29.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 31,174 | $33.8 萬 | 0.00% | +188+0.6% | 加碼 |
| Closed-End Fund Advisors, Inc. | 31,590 | $34.2 萬 | 0.20% | +31,590 | 新進 |
| RSM US Wealth Management LLC | 31,425 | $34.3 萬 | 0.00% | −376−1.2% | 減碼 |
| MML Investors Services, LLC | 31,823 | $34.5 萬 | 0.00% | −1,207−3.7% | 減碼 |
| Pensionmark Financial Group, LLC | 32,114 | $34.8 萬 | 0.01% | −3,940−10.9% | 減碼 |
| Broyhill Asset Management | 32,500 | $35.2 萬 | 0.31% | 00.0% | 不變 |
| Envestnet Asset Management Inc | 33,426 | $36.2 萬 | 0.00% | −329−1.0% | 減碼 |
| Flagship Harbor Advisors, LLC | 34,455 | $37.3 萬 | 0.02% | +12,565+57.4% | 加碼 |
| Ellis Investment Partners, LLC | 34,647 | $37.5 萬 | 0.07% | −72−0.2% | 減碼 |
| Mezzasalma Advisors, LLC | 35,930 | $38.8 萬 | 0.09% | +811+2.3% | 加碼 |